Seven Post Investment Office

Seven Post Investment Office as of June 30, 2023

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 53 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lennox International (LII) 24.5 $81M 247k 326.07
Vanguard Index Fds Real Estate Etf (VNQ) 19.2 $63M 753k 83.56
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 11.0 $36M 82k 443.28
Equity Residential Sh Ben Int (EQR) 5.9 $19M 293k 65.97
Prologis (PLD) 5.8 $19M 155k 122.63
Equity Lifestyle Properties (ELS) 3.7 $12M 181k 66.89
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $12M 53k 220.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.5 $12M 251k 46.18
Matson (MATX) 2.5 $8.3M 107k 77.73
Public Storage (PSA) 2.5 $8.2M 28k 291.88
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.1 $6.9M 72k 96.98
Ishares Tr Short Treas Bd (SHV) 1.4 $4.6M 42k 110.45
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $4.6M 97k 47.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $4.2M 104k 40.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $3.9M 68k 57.73
Crowdstrike Hldgs Cl A (CRWD) 1.2 $3.9M 26k 146.87
Apple (AAPL) 0.8 $2.6M 14k 193.97
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.3M 10k 220.16
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.2M 11k 198.89
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.9M 26k 72.50
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.7M 3.9k 445.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.5M 4.4k 341.00
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.4M 21k 67.50
Vanguard Index Fds Value Etf (VTV) 0.4 $1.3M 8.9k 142.10
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 9.3k 120.97
Uber Technologies (UBER) 0.3 $1.1M 25k 43.17
Kkr & Co (KKR) 0.3 $1.0M 19k 56.00
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $879k 8.8k 99.65
Meta Platforms Cl A (META) 0.3 $871k 3.0k 286.98
Arista Networks (ANET) 0.2 $794k 4.9k 162.06
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $765k 16k 48.06
Microsoft Corporation (MSFT) 0.2 $660k 1.9k 340.54
Tesla Motors (TSLA) 0.2 $589k 2.3k 261.77
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $572k 8.3k 69.21
Amazon (AMZN) 0.2 $550k 4.2k 130.36
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $542k 30k 18.37
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $518k 1.00 517810.00
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $489k 1.0k 478.91
Integer Hldgs (ITGR) 0.1 $469k 5.3k 88.61
Mastercard Incorporated Cl A (MA) 0.1 $458k 1.2k 393.30
Netflix (NFLX) 0.1 $454k 1.0k 440.49
Ishares Core Msci Emkt (IEMG) 0.1 $379k 7.7k 49.29
First Hawaiian (FHB) 0.1 $374k 21k 18.01
Charles River Laboratories (CRL) 0.1 $341k 1.6k 210.25
D.R. Horton (DHI) 0.1 $330k 2.7k 121.69
Shopify Cl A (SHOP) 0.1 $317k 4.9k 64.60
MercadoLibre (MELI) 0.1 $315k 266.00 1184.60
Walt Disney Company (DIS) 0.1 $261k 2.9k 89.28
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $247k 2.5k 97.46
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $239k 2.5k 95.94
Alphabet Cap Stk Cl A (GOOGL) 0.1 $237k 2.0k 119.70
Spdr Gold Tr Gold Shs (GLD) 0.1 $215k 1.2k 178.27
Freightos Ord Shs (CRGO) 0.0 $123k 36k 3.44