Seven Post Investment Office

Seven Post Investment Office as of June 30, 2022

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 47 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 26.2 $71M 774k 91.11
Lennox International (LII) 19.0 $51M 247k 206.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.3 $25M 66k 377.25
Equity Residential Sh Ben Int (EQR) 7.7 $21M 288k 72.22
Equity Lifestyle Properties (ELS) 4.7 $13M 181k 70.47
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 4.1 $11M 273k 40.80
Prologis (PLD) 4.0 $11M 91k 117.65
Public Storage (PSA) 3.1 $8.4M 27k 312.67
Matson (MATX) 2.9 $7.7M 106k 72.88
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.3 $6.3M 73k 85.35
salesforce (CRM) 2.1 $5.7M 35k 165.04
Crowdstrike Hldgs Cl A Put Option (CRWD) 1.8 $5.0M 29k 168.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $4.8M 116k 41.65
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $4.4M 23k 188.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $4.3M 87k 50.12
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.9M 21k 92.43
Apple (AAPL) 0.7 $1.9M 14k 136.69
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.8M 28k 62.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.7M 7.6k 226.17
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $1.1M 17k 63.55
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.0M 464.00 2187.50
Kkr & Co (KKR) 0.3 $866k 19k 46.31
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $816k 5.7k 143.51
Charles River Laboratories (CRL) 0.3 $775k 3.6k 213.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $583k 2.1k 280.29
Uber Technologies (UBER) 0.2 $512k 25k 20.48
Integer Hldgs (ITGR) 0.2 $508k 7.2k 70.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $506k 8.4k 60.31
Tesla Motors (TSLA) 0.2 $505k 750.00 673.33
Microsoft Corporation (MSFT) 0.2 $497k 1.9k 256.58
Meta Platforms Cl A (META) 0.2 $489k 3.0k 161.12
Arista Networks (ANET) 0.2 $459k 4.9k 93.67
Amazon (AMZN) 0.2 $448k 4.2k 106.16
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $447k 26k 17.32
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $409k 1.00 409000.00
Mastercard Incorporated Cl A (MA) 0.1 $368k 1.2k 315.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $362k 1.3k 272.59
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $334k 1.7k 196.82
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $326k 2.9k 113.59
Walt Disney Company (DIS) 0.1 $314k 3.3k 94.46
Select Sector Spdr Tr Technology (XLK) 0.1 $231k 1.8k 126.99
Alphabet Cap Stk Cl A (GOOGL) 0.1 $215k 99.00 2171.72
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $212k 2.5k 83.73
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $211k 750.00 281.33
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $209k 2.5k 84.00
Spdr Gold Tr Gold Shs (GLD) 0.1 $203k 1.2k 168.46
Sumo Logic Ord 0.0 $127k 17k 7.47