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 |