Seven Post Investment Office

Seven Post Investment Office as of Sept. 30, 2023

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 52 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lennox International (LII) 25.6 $93M 247k 374.44
Vanguard Index Fds Real Estate Etf (VNQ) 15.9 $58M 762k 75.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.7 $35M 82k 427.48
Alphabet Cap Stk Cl A (GOOGL) 7.0 $25M 194k 130.86
Prologis (PLD) 4.8 $18M 156k 112.21
Equity Residential Sh Ben Int (EQR) 4.8 $17M 296k 58.71
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $15M 69k 212.41
Equity Lifestyle Properties (ELS) 3.2 $12M 182k 63.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $11M 248k 43.72
Matson (MATX) 2.6 $9.5M 107k 88.72
Public Storage (PSA) 2.1 $7.5M 28k 263.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.8 $6.7M 72k 93.18
Ishares Tr Short Treas Bd (SHV) 1.4 $5.2M 47k 110.47
Ishares Silver Tr Ishares (SLV) 1.3 $4.9M 239k 20.34
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $4.6M 97k 47.28
Crowdstrike Hldgs Cl A (CRWD) 1.2 $4.4M 26k 167.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $4.4M 77k 57.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $4.1M 105k 39.21
Apple (AAPL) 0.6 $2.3M 14k 171.21
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.2M 10k 208.24
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.1M 11k 189.07
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.8M 26k 68.92
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.7M 3.9k 429.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.6M 4.4k 350.30
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.3M 21k 64.35
Vanguard Index Fds Value Etf (VTV) 0.3 $1.2M 8.9k 137.93
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.2M 9.3k 131.85
Kkr & Co (KKR) 0.3 $1.2M 19k 61.60
Meta Platforms Cl A (META) 0.3 $911k 3.0k 300.21
Arista Networks (ANET) 0.2 $901k 4.9k 183.93
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $832k 8.8k 94.33
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $714k 15k 47.89
Microsoft Corporation (MSFT) 0.2 $635k 2.0k 315.75
Tesla Motors (TSLA) 0.2 $563k 2.3k 250.22
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $551k 8.3k 66.66
Amazon (AMZN) 0.2 $547k 4.3k 127.12
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $532k 1.00 531477.00
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $531k 30k 17.69
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $466k 1.0k 456.64
Mastercard Incorporated Cl A (MA) 0.1 $461k 1.2k 395.91
Integer Hldgs (ITGR) 0.1 $415k 5.3k 78.43
Netflix (NFLX) 0.1 $389k 1.0k 377.60
First Hawaiian (FHB) 0.1 $375k 21k 18.05
Ishares Core Msci Emkt (IEMG) 0.1 $366k 7.7k 47.59
MercadoLibre (MELI) 0.1 $337k 266.00 1267.88
Charles River Laboratories (CRL) 0.1 $318k 1.6k 195.98
D.R. Horton (DHI) 0.1 $291k 2.7k 107.47
Shopify Cl A (SHOP) 0.1 $267k 4.9k 54.57
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $238k 2.5k 93.91
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $230k 2.5k 92.37
Spdr Gold Tr Gold Shs (GLD) 0.1 $207k 1.2k 171.45
Freightos Ord Shs (CRGO) 0.0 $123k 53k 2.30