Seven Post Investment Office as of March 31, 2022
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 48 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 25.6 | $84M | 774k | 108.37 | |
| Lennox International (LII) | 19.4 | $64M | 247k | 257.86 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.8 | $29M | 64k | 451.65 | |
| Equity Residential Sh Ben Int (EQR) | 7.9 | $26M | 288k | 89.92 | |
| Prologis (PLD) | 4.5 | $15M | 91k | 161.48 | |
| Equity Lifestyle Properties (ELS) | 4.2 | $14M | 181k | 76.48 | |
| Matson (MATX) | 3.9 | $13M | 105k | 120.62 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 3.7 | $12M | 255k | 48.03 | |
| Public Storage (PSA) | 3.2 | $11M | 27k | 390.29 | |
| salesforce (CRM) | 2.2 | $7.4M | 35k | 212.31 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.1 | $6.8M | 67k | 101.29 | |
| Crowdstrike Hldgs Cl A Put Option (CRWD) | 2.0 | $6.6M | 29k | 227.04 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $5.6M | 25k | 227.69 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $5.1M | 112k | 46.13 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.3 | $4.3M | 85k | 51.21 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $2.5M | 11k | 237.82 | |
| Apple (AAPL) | 0.7 | $2.4M | 14k | 174.63 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.3M | 11k | 212.51 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.1M | 28k | 73.62 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $1.9M | 24k | 78.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | 464.00 | 2793.10 | |
| Kkr & Co (KKR) | 0.3 | $1.1M | 19k | 58.45 | |
| Charles River Laboratories (CRL) | 0.3 | $1.0M | 3.6k | 283.94 | |
| Uber Technologies (UBER) | 0.3 | $892k | 25k | 35.68 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $857k | 8.6k | 99.79 | |
| Tesla Motors (TSLA) | 0.2 | $808k | 750.00 | 1077.33 | |
| Amazon (AMZN) | 0.2 | $688k | 211.00 | 3260.66 | |
| Arista Networks (ANET) | 0.2 | $681k | 4.9k | 138.98 | |
| Microsoft Corporation (MSFT) | 0.2 | $597k | 1.9k | 308.21 | |
| Integer Hldgs (ITGR) | 0.2 | $579k | 7.2k | 80.53 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $529k | 1.00 | 529000.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $469k | 1.3k | 353.16 | |
| Walt Disney Company (DIS) | 0.1 | $456k | 3.3k | 137.18 | |
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $449k | 24k | 18.56 | |
| Meta Platforms Cl A (META) | 0.1 | $446k | 2.0k | 222.44 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $416k | 1.2k | 357.08 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $337k | 4.2k | 79.56 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $335k | 4.8k | 69.49 | |
| Shopify Cl A (SHOP) | 0.1 | $331k | 490.00 | 675.51 | |
| MercadoLibre (MELI) | 0.1 | $316k | 266.00 | 1187.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $276k | 99.00 | 2787.88 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $257k | 2.5k | 101.50 | |
| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $245k | 6.0k | 40.83 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $224k | 4.5k | 50.11 | |
| Medtronic SHS (MDT) | 0.1 | $222k | 2.0k | 111.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $218k | 1.2k | 180.91 | |
| Walker & Dunlop (WD) | 0.1 | $201k | 1.6k | 129.68 | |
| Sumo Logic Ord | 0.1 | $198k | 17k | 11.65 |
