Seven Post Investment Office as of Dec. 31, 2022
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 54 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 21.8 | $62M | 753k | 82.48 | |
| Lennox International (LII) | 20.8 | $59M | 247k | 239.23 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.1 | $26M | 68k | 382.43 | |
| Prologis (PLD) | 6.1 | $17M | 154k | 112.73 | |
| Equity Residential Sh Ben Int (EQR) | 6.0 | $17M | 288k | 59.00 | |
| Equity Lifestyle Properties (ELS) | 4.1 | $12M | 181k | 64.60 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.0 | $11M | 270k | 41.97 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $11M | 56k | 191.19 | |
| Public Storage (PSA) | 2.6 | $7.5M | 27k | 280.19 | |
| Matson (MATX) | 2.3 | $6.6M | 106k | 62.51 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.2 | $6.3M | 74k | 86.19 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.8 | $5.2M | 90k | 57.82 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.8 | $5.1M | 109k | 46.71 | |
| salesforce (CRM) | 1.6 | $4.6M | 35k | 132.59 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $4.0M | 104k | 38.98 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $3.1M | 29k | 105.29 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $2.9M | 61k | 48.24 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $2.1M | 10k | 203.81 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.0M | 11k | 183.54 | |
| Apple (AAPL) | 0.6 | $1.8M | 14k | 129.93 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.7M | 26k | 65.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.3M | 4.3k | 308.90 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.3M | 8.9k | 140.37 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $869k | 19k | 46.70 | |
| Kkr & Co (KKR) | 0.3 | $868k | 19k | 46.42 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $835k | 8.8k | 94.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $823k | 9.3k | 88.73 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $740k | 12k | 61.64 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $692k | 9.3k | 74.19 | |
| Uber Technologies (UBER) | 0.2 | $618k | 25k | 24.73 | |
| Arista Networks (ANET) | 0.2 | $595k | 4.9k | 121.35 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $551k | 8.3k | 66.58 | |
| First Hawaiian (FHB) | 0.2 | $541k | 21k | 26.04 | |
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $502k | 29k | 17.47 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $469k | 1.00 | 468711.00 | |
| Microsoft Corporation (MSFT) | 0.2 | $465k | 1.9k | 239.82 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $452k | 1.0k | 442.79 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $405k | 1.2k | 347.73 | |
| Meta Platforms Cl A (META) | 0.1 | $365k | 3.0k | 120.34 | |
| Integer Hldgs (ITGR) | 0.1 | $363k | 5.3k | 68.46 | |
| Amazon (AMZN) | 0.1 | $355k | 4.2k | 84.00 | |
| Charles River Laboratories (CRL) | 0.1 | $354k | 1.6k | 217.90 | |
| Netflix (NFLX) | 0.1 | $304k | 1.0k | 294.88 | |
| Walt Disney Company (DIS) | 0.1 | $289k | 3.3k | 86.88 | |
| Tesla Motors (TSLA) | 0.1 | $277k | 2.3k | 123.18 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $253k | 2.9k | 88.09 | |
| D.R. Horton (DHI) | 0.1 | $242k | 2.7k | 89.14 | |
| MercadoLibre (MELI) | 0.1 | $225k | 266.00 | 846.24 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $215k | 2.5k | 84.75 | |
| BlackRock (BLK) | 0.1 | $213k | 300.00 | 708.63 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $211k | 2.5k | 84.88 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $204k | 1.2k | 169.64 | |
| Nike CL B (NKE) | 0.1 | $204k | 1.7k | 117.01 | |
| Sumo Logic Ord | 0.0 | $138k | 17k | 8.10 |
