Seven Post Investment Office

Seven Post Investment Office as of Sept. 30, 2022

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 43 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 23.4 $60M 752k 80.17
Lennox International (LII) 21.4 $55M 247k 222.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.1 $23M 66k 357.17
Equity Residential Sh Ben Int (EQR) 7.5 $19M 288k 67.22
Prologis (PLD) 6.1 $16M 154k 101.60
Equity Lifestyle Properties (ELS) 4.4 $11M 181k 62.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.0 $10M 282k 36.36
Public Storage (PSA) 3.1 $7.9M 27k 292.80
Matson (MATX) 2.5 $6.5M 106k 61.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.3 $5.8M 73k 78.88
salesforce (CRM) 1.9 $5.0M 35k 143.84
Crowdstrike Hldgs Cl A (CRWD) 1.9 $4.8M 29k 164.80
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $4.2M 24k 179.51
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $4.2M 87k 48.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $4.0M 110k 36.49
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $2.0M 10k 188.00
Apple (AAPL) 0.7 $1.9M 14k 138.18
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.9M 11k 170.91
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.6 $1.6M 27k 59.70
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.6M 28k 56.00
Alphabet Cap Stk Cl C (GOOG) 0.3 $892k 9.3k 96.12
Kkr & Co (KKR) 0.3 $804k 19k 42.99
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $769k 8.8k 87.18
Charles River Laboratories (CRL) 0.3 $713k 3.6k 196.74
Uber Technologies (UBER) 0.3 $663k 25k 26.52
Tesla Motors (TSLA) 0.2 $597k 2.3k 265.33
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $578k 12k 48.24
Arista Networks 0.2 $553k 4.9k 112.86
Amazon (AMZN) 0.2 $477k 4.2k 113.03
Microsoft Corporation (MSFT) 0.2 $451k 1.9k 232.83
Integer Hldgs (ITGR) 0.2 $447k 7.2k 62.17
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $429k 27k 15.94
Meta Platforms Cl A (META) 0.2 $412k 3.0k 135.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $410k 1.0k 401.57
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $406k 1.00 406000.00
Mastercard Incorporated Cl A (MA) 0.1 $331k 1.2k 284.12
Walt Disney Company (DIS) 0.1 $314k 3.3k 94.46
Netflix (NFLX) 0.1 $243k 1.0k 235.69
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $230k 2.9k 80.14
MercadoLibre (MELI) 0.1 $220k 266.00 827.07
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $217k 750.00 289.33
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $201k 2.5k 79.38
Sumo Logic Ord 0.0 $128k 17k 7.53