Seven Post Investment Office

Seven Post Investment Office as of Sept. 30, 2021

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 44 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 31.3 $79M 772k 101.78
Lennox International (LII) 28.9 $73M 247k 294.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.4 $21M 49k 429.15
salesforce (CRM) 3.7 $9.4M 35k 271.22
Crowdstrike Hldgs Cl A (CRWD) 3.6 $9.2M 37k 245.77
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.3 $8.2M 163k 50.49
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.7 $6.9M 67k 101.83
Matson (MATX) 2.6 $6.5M 80k 80.71
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $5.5M 25k 222.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $5.2M 55k 94.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $3.7M 73k 50.01
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.5M 11k 236.77
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.4M 11k 218.67
Ishares Tr Msci Eafe Etf (EFA) 0.8 $2.1M 26k 78.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $2.0M 24k 82.41
Charles River Laboratories (CRL) 0.6 $1.5M 3.6k 412.80
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.1M 428.00 2665.89
Kkr & Co (KKR) 0.5 $1.1M 19k 60.86
Uber Technologies (UBER) 0.4 $1.1M 25k 44.80
Apple (AAPL) 0.4 $1.1M 7.6k 141.48
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $858k 8.6k 99.91
Facebook Cl A (META) 0.3 $680k 2.0k 339.15
Shopify Cl A (SHOP) 0.3 $664k 490.00 1355.10
Integer Hldgs (ITGR) 0.3 $642k 7.2k 89.29
Tesla Motors (TSLA) 0.2 $582k 750.00 776.00
Amazon (AMZN) 0.2 $496k 151.00 3284.77
MercadoLibre (MELI) 0.2 $447k 266.00 1680.45
Arista Networks 0.2 $421k 1.2k 343.67
Walt Disney Company (DIS) 0.2 $416k 2.5k 169.11
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $411k 1.00 411000.00
Mastercard Incorporated Cl A (MA) 0.2 $405k 1.2k 347.64
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $346k 6.0k 57.67
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.1 $316k 19k 16.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $293k 1.1k 272.81
Vanguard Index Fds Growth Etf (VUG) 0.1 $287k 989.00 290.19
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $280k 1.5k 182.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $264k 3.1k 85.58
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $258k 1.7k 153.48
Medtronic SHS (MDT) 0.1 $251k 2.0k 125.50
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $238k 4.5k 53.24
Starbucks Corporation (SBUX) 0.1 $221k 2.0k 110.33
Microsoft Corporation (MSFT) 0.1 $208k 737.00 282.23
Appian Corp Cl A (APPN) 0.1 $204k 2.2k 92.73
Alphabet Cap Stk Cl A (GOOGL) 0.1 $201k 75.00 2680.00