Seven Post Investment Office as of June 30, 2021
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 37 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lennox International (LII) | 47.4 | $86M | 244k | 350.80 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.2 | $20M | 47k | 428.06 | |
| Slack Technologies Com Cl A | 11.0 | $20M | 446k | 44.30 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 3.9 | $7.0M | 67k | 103.61 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 3.8 | $6.8M | 131k | 51.52 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $5.8M | 108k | 54.31 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.1 | $5.5M | 25k | 222.82 | |
| Matson (MATX) | 2.8 | $5.1M | 80k | 64.00 | |
| Proofpoint | 1.8 | $3.2M | 19k | 173.74 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $2.1M | 8.8k | 237.35 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $2.1M | 26k | 78.89 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $2.1M | 9.1k | 225.28 | |
| Charles River Laboratories (CRL) | 0.7 | $1.3M | 3.6k | 370.03 | |
| Uber Technologies (UBER) | 0.7 | $1.3M | 25k | 50.12 | |
| Kkr & Co (KKR) | 0.6 | $1.1M | 19k | 59.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.1M | 428.00 | 2507.01 | |
| Apple (AAPL) | 0.6 | $1.0M | 7.6k | 137.02 | |
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.5 | $907k | 14k | 63.32 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $869k | 8.6k | 101.19 | |
| Shopify Cl A (SHOP) | 0.4 | $716k | 490.00 | 1461.22 | |
| Facebook Cl A (META) | 0.4 | $697k | 2.0k | 347.63 | |
| Integer Hldgs (ITGR) | 0.4 | $677k | 7.2k | 94.16 | |
| Amazon (AMZN) | 0.3 | $519k | 151.00 | 3437.09 | |
| Tesla Motors (TSLA) | 0.3 | $510k | 750.00 | 680.00 | |
| Arista Networks (ANET) | 0.2 | $444k | 1.2k | 362.45 | |
| Walt Disney Company (DIS) | 0.2 | $432k | 2.5k | 175.61 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $425k | 1.2k | 364.81 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $419k | 1.00 | 419000.00 | |
| MercadoLibre (MELI) | 0.2 | $414k | 266.00 | 1556.39 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $386k | 1.7k | 227.06 | |
| Wisdomtree Tr Cloud Computng (WCLD) | 0.2 | $335k | 6.0k | 55.83 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $329k | 2.4k | 135.45 | |
| Appian Corp Cl A (APPN) | 0.2 | $303k | 2.2k | 137.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $298k | 1.1k | 277.47 | |
| Medtronic SHS (MDT) | 0.1 | $248k | 2.0k | 124.00 | |
| Starbucks Corporation (SBUX) | 0.1 | $224k | 2.0k | 111.83 | |
| Cincinnati Bell Com New | 0.1 | $217k | 14k | 15.44 |
