Seven Post Investment Office

Seven Post Investment Office as of March 31, 2021

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 32 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lennox International (LII) 58.3 $89M 287k 311.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 11.1 $17M 43k 396.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.3 $6.7M 68k 97.29
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.2 $6.4M 129k 49.11
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $5.4M 26k 206.69
Matson (MATX) 3.5 $5.3M 80k 66.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $3.4M 65k 52.05
Proofpoint 1.5 $2.3M 19k 125.82
Ishares Tr Msci Eafe Etf (EFA) 1.3 $2.0M 26k 75.86
Vanguard Index Fds Small Cp Etf (VB) 1.3 $2.0M 9.1k 214.09
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $1.9M 8.8k 221.31
Uber Technologies (UBER) 0.9 $1.4M 25k 54.52
Apple (AAPL) 0.7 $1.1M 8.9k 122.14
Charles River Laboratories (CRL) 0.7 $1.1M 3.6k 289.74
Kkr & Co (KKR) 0.6 $913k 19k 48.82
Alphabet Cap Stk Cl C (GOOG) 0.6 $885k 428.00 2067.76
Integer Hldgs (ITGR) 0.4 $662k 7.2k 92.07
Facebook Cl A (META) 0.4 $591k 2.0k 294.76
Shopify Cl A (SHOP) 0.4 $553k 500.00 1106.00
Tesla Motors (TSLA) 0.3 $501k 750.00 668.00
Amazon (AMZN) 0.3 $467k 151.00 3092.72
Walt Disney Company (DIS) 0.3 $454k 2.5k 184.55
Mastercard Incorporated Cl A (MA) 0.3 $415k 1.2k 356.22
MercadoLibre (MELI) 0.3 $392k 266.00 1473.68
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $386k 1.00 386000.00
Arista Networks (ANET) 0.2 $370k 1.2k 302.04
Appian Corp Cl A (APPN) 0.2 $292k 2.2k 132.73
Wisdomtree Tr Cloud Computng (WCLD) 0.2 $289k 6.0k 48.17
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $237k 2.5k 95.26
Medtronic SHS (MDT) 0.2 $236k 2.0k 118.00
Starbucks Corporation (SBUX) 0.1 $219k 2.0k 109.34
Cincinnati Bell Com New 0.1 $216k 14k 15.37