Seven Post Investment Office as of Dec. 31, 2021
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 48 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Real Estate Etf (VNQ) | 24.3 | $90M | 774k | 116.01 | |
| Lennox International (LII) | 21.7 | $80M | 247k | 324.36 | |
| Equity Residential Sh Ben Int (EQR) | 9.3 | $34M | 379k | 90.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.2 | $27M | 56k | 474.97 | |
| Equity Lifestyle Properties (ELS) | 6.8 | $25M | 285k | 87.66 | |
| Prologis (PLD) | 3.3 | $12M | 73k | 168.36 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 2.9 | $11M | 213k | 51.06 | |
| Public Storage (PSA) | 2.7 | $10M | 27k | 374.55 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.6 | $9.6M | 103k | 92.76 | |
| Matson (MATX) | 2.6 | $9.5M | 105k | 90.03 | |
| salesforce (CRM) | 2.4 | $8.8M | 35k | 254.15 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.2 | $8.1M | 40k | 204.74 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.0 | $7.2M | 67k | 107.43 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $6.0M | 25k | 241.43 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $4.6M | 93k | 49.46 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $2.7M | 11k | 254.73 | |
| Apple (AAPL) | 0.7 | $2.5M | 14k | 177.53 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.5M | 11k | 226.02 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.1M | 26k | 78.66 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $2.0M | 24k | 81.26 | |
| Kkr & Co (KKR) | 0.4 | $1.4M | 19k | 74.49 | |
| Charles River Laboratories (CRL) | 0.4 | $1.4M | 3.6k | 376.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | 464.00 | 2892.24 | |
| Uber Technologies (UBER) | 0.3 | $1.0M | 25k | 41.92 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $908k | 8.6k | 105.73 | |
| Tesla Motors (TSLA) | 0.2 | $793k | 750.00 | 1057.33 | |
| Arista Networks | 0.2 | $704k | 4.9k | 143.67 | |
| Amazon (AMZN) | 0.2 | $703k | 211.00 | 3331.75 | |
| Shopify Cl A (SHOP) | 0.2 | $675k | 490.00 | 1377.55 | |
| Meta Platforms Cl A (META) | 0.2 | $674k | 2.0k | 336.16 | |
| Microsoft Corporation (MSFT) | 0.2 | $652k | 1.9k | 336.60 | |
| Integer Hldgs (ITGR) | 0.2 | $615k | 7.2k | 85.54 | |
| Walt Disney Company (DIS) | 0.1 | $515k | 3.3k | 154.93 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $451k | 1.00 | 451000.00 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $419k | 1.2k | 359.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $397k | 1.3k | 298.95 | |
| MercadoLibre (MELI) | 0.1 | $359k | 266.00 | 1349.62 | |
| Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.1 | $316k | 18k | 17.59 | |
| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $311k | 6.0k | 51.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $287k | 99.00 | 2898.99 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $259k | 3.1k | 84.78 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $236k | 4.5k | 52.80 | |
| Starbucks Corporation (SBUX) | 0.1 | $234k | 2.0k | 116.82 | |
| Walker & Dunlop (WD) | 0.1 | $234k | 1.6k | 150.97 | |
| Sumo Logic Ord | 0.1 | $231k | 17k | 13.59 | |
| Medtronic SHS (MDT) | 0.1 | $207k | 2.0k | 103.50 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $206k | 1.2k | 170.95 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $205k | 1.2k | 171.98 |
