Seven Post Investment Office as of June 30, 2021
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 12 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 52.4 | $79M | 772k | 101.79 | |
| Equity Residential Sh Ben Int (EQR) | 19.4 | $29M | 377k | 77.00 | |
| Equity Lifestyle Properties (ELS) | 14.1 | $21M | 285k | 74.31 | |
| Prologis (PLD) | 5.8 | $8.7M | 73k | 119.52 | |
| Public Storage (PSA) | 5.4 | $8.1M | 27k | 300.69 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.3 | $2.0M | 24k | 82.69 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $969k | 10k | 95.11 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $390k | 1.9k | 200.51 | |
| Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.2 | $318k | 19k | 16.97 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $265k | 3.1k | 85.90 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.2 | $239k | 4.5k | 53.47 | |
| Microsoft Corporation (MSFT) | 0.1 | $200k | 737.00 | 271.37 |
