Seven Post Investment Office as of March 31, 2024
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 55 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lennox International (LII) | 29.5 | $121M | 247k | 488.76 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 16.6 | $68M | 785k | 86.48 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.7 | $36M | 68k | 523.07 | |
| Prologis (PLD) | 5.0 | $21M | 158k | 130.22 | |
| Equity Residential Sh Ben Int (EQR) | 4.7 | $19M | 303k | 63.11 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.4 | $14M | 54k | 259.90 | |
| Ishares Tr Short Treas Bd (SHV) | 3.1 | $13M | 117k | 110.54 | |
| Equity Lifestyle Properties (ELS) | 2.9 | $12M | 185k | 64.40 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.9 | $12M | 235k | 50.17 | |
| Matson (MATX) | 2.7 | $11M | 98k | 112.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $8.6M | 57k | 150.93 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $8.5M | 26k | 320.59 | |
| Public Storage (PSA) | 2.1 | $8.4M | 29k | 290.06 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.9 | $7.8M | 71k | 110.50 | |
| Ishares Silver Tr Ishares (SLV) | 1.3 | $5.4M | 239k | 22.75 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.2 | $4.8M | 84k | 58.07 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $4.0M | 97k | 41.77 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $3.6M | 76k | 47.89 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.6M | 10k | 249.86 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.5M | 11k | 228.59 | |
| Apple (AAPL) | 0.5 | $2.1M | 12k | 171.49 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.0M | 3.9k | 525.73 | |
| Kkr & Co (KKR) | 0.5 | $1.9M | 19k | 100.58 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.8M | 22k | 79.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.8M | 4.2k | 420.52 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.5M | 21k | 74.22 | |
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.5M | 8.9k | 162.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | 9.1k | 152.26 | |
| Meta Platforms Cl A (META) | 0.3 | $1.4M | 2.8k | 485.54 | |
| Arista Networks (ANET) | 0.3 | $1.1M | 3.9k | 289.98 | |
| Microsoft Corporation (MSFT) | 0.2 | $868k | 2.1k | 420.72 | |
| Amazon (AMZN) | 0.2 | $797k | 4.4k | 180.38 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $696k | 6.3k | 110.52 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $650k | 8.3k | 78.64 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $634k | 1.00 | 634440.00 | |
| Netflix (NFLX) | 0.2 | $626k | 1.0k | 607.33 | |
| Integer Hldgs (ITGR) | 0.2 | $618k | 5.3k | 116.68 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $588k | 12k | 48.21 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $561k | 1.2k | 481.57 | |
| First Hawaiian (FHB) | 0.1 | $456k | 21k | 21.96 | |
| D.R. Horton (DHI) | 0.1 | $446k | 2.7k | 164.55 | |
| Charles River Laboratories (CRL) | 0.1 | $440k | 1.6k | 270.95 | |
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $407k | 19k | 21.24 | |
| MercadoLibre (MELI) | 0.1 | $402k | 266.00 | 1511.96 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $397k | 7.7k | 51.60 | |
| Tesla Motors (TSLA) | 0.1 | $396k | 2.3k | 175.79 | |
| Shopify Cl A (SHOP) | 0.1 | $378k | 4.9k | 77.17 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $291k | 2.5k | 114.96 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $274k | 2.5k | 110.13 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $248k | 1.2k | 205.72 | |
| Apollo Global Mgmt (APO) | 0.1 | $238k | 2.1k | 112.45 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $235k | 489.00 | 480.70 | |
| Costco Wholesale Corporation (COST) | 0.1 | $229k | 313.00 | 732.63 | |
| Udemy (UDMY) | 0.1 | $208k | 19k | 10.98 | |
| Freightos Ord Shs (CRGO) | 0.0 | $197k | 80k | 2.45 |
