Seven Post Investment Office as of March 31, 2023
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 55 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 22.5 | $63M | 752k | 83.04 | |
| Lennox International (LII) | 22.4 | $62M | 247k | 251.28 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.2 | $28M | 69k | 409.39 | |
| Prologis (PLD) | 6.9 | $19M | 154k | 124.77 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.4 | $12M | 273k | 45.17 | |
| Equity Lifestyle Properties (ELS) | 4.4 | $12M | 181k | 67.13 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.2 | $12M | 56k | 204.10 | |
| Public Storage (PSA) | 2.9 | $8.1M | 27k | 302.14 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.4 | $6.8M | 74k | 92.09 | |
| Matson (MATX) | 2.3 | $6.4M | 107k | 59.67 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.9 | $5.2M | 88k | 58.54 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.7 | $4.8M | 100k | 47.82 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $4.1M | 103k | 40.40 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $3.6M | 26k | 137.26 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $2.9M | 59k | 48.79 | |
| Apple (AAPL) | 0.8 | $2.3M | 14k | 164.90 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $2.2M | 10k | 210.92 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.1M | 11k | 189.56 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $1.9M | 26k | 71.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | 4.6k | 308.77 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.4M | 21k | 66.85 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.2M | 8.9k | 138.11 | |
| Kkr & Co (KKR) | 0.4 | $982k | 19k | 52.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $965k | 9.3k | 104.00 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $853k | 8.8k | 96.70 | |
| Arista Networks (ANET) | 0.3 | $823k | 4.9k | 167.86 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $813k | 9.3k | 87.84 | |
| Uber Technologies (UBER) | 0.3 | $793k | 25k | 31.70 | |
| Meta Platforms Cl A (META) | 0.2 | $643k | 3.0k | 211.94 | |
| Microsoft Corporation (MSFT) | 0.2 | $558k | 1.9k | 288.30 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $553k | 8.3k | 66.81 | |
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $534k | 28k | 18.87 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $468k | 1.0k | 458.41 | |
| Tesla Motors (TSLA) | 0.2 | $467k | 2.3k | 207.46 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $466k | 1.00 | 465600.00 | |
| Amazon (AMZN) | 0.2 | $436k | 4.2k | 103.29 | |
| First Hawaiian (FHB) | 0.2 | $429k | 21k | 20.63 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $423k | 1.2k | 363.41 | |
| Integer Hldgs (ITGR) | 0.1 | $410k | 5.3k | 77.50 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $375k | 7.7k | 48.79 | |
| Netflix (NFLX) | 0.1 | $356k | 1.0k | 345.48 | |
| MercadoLibre (MELI) | 0.1 | $351k | 266.00 | 1318.06 | |
| Charles River Laboratories (CRL) | 0.1 | $328k | 1.6k | 201.82 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $293k | 2.9k | 102.18 | |
| Walt Disney Company (DIS) | 0.1 | $293k | 2.9k | 100.13 | |
| D.R. Horton (DHI) | 0.1 | $265k | 2.7k | 97.69 | |
| Shopify Cl A (SHOP) | 0.1 | $235k | 4.9k | 47.94 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $229k | 2.5k | 90.45 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $227k | 2.5k | 91.16 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $221k | 1.2k | 183.22 | |
| Nike CL B (NKE) | 0.1 | $213k | 1.7k | 122.64 | |
| Starbucks Corporation (SBUX) | 0.1 | $209k | 2.0k | 104.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $205k | 2.0k | 103.73 | |
| Sumo Logic Ord | 0.1 | $204k | 17k | 11.98 | |
| BlackRock (BLK) | 0.1 | $201k | 300.00 | 669.12 |
