Seven Post Investment Office as of June 30, 2024
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 55 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lennox International (LII) | 24.5 | $132M | 247k | 534.98 | |
| Intuit (INTU) | 19.9 | $108M | 164k | 657.21 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 12.2 | $66M | 784k | 83.76 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.9 | $37M | 69k | 544.22 | |
| Equity Residential Sh Ben Int (EQR) | 4.0 | $21M | 309k | 69.34 | |
| Prologis (PLD) | 3.3 | $18M | 159k | 112.31 | |
| Ishares Tr Short Treas Bd (SHV) | 3.2 | $18M | 159k | 110.50 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.0 | $16M | 60k | 267.51 | |
| Matson (MATX) | 2.4 | $13M | 98k | 130.97 | |
| Equity Lifestyle Properties (ELS) | 2.2 | $12M | 186k | 65.13 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $11M | 225k | 49.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $10M | 57k | 182.15 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $10M | 26k | 383.19 | |
| Public Storage (PSA) | 1.5 | $8.2M | 29k | 287.65 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $8.0M | 71k | 112.63 | |
| Ishares Silver Tr Ishares (SLV) | 1.2 | $6.4M | 239k | 26.57 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.0 | $5.2M | 90k | 57.99 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $3.9M | 90k | 43.76 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $3.7M | 75k | 48.54 | |
| Microsoft Corporation (MSFT) | 0.5 | $2.9M | 6.5k | 446.95 | |
| Apple (AAPL) | 0.5 | $2.5M | 12k | 210.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.4M | 5.8k | 406.80 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.1M | 3.9k | 547.23 | |
| Kkr & Co (KKR) | 0.4 | $2.0M | 19k | 105.24 | |
| Buzzfeed Cl A New (BZFD) | 0.3 | $1.9M | 681k | 2.76 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.7M | 22k | 78.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.7M | 9.1k | 183.42 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.5M | 21k | 72.64 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.4M | 8.9k | 160.41 | |
| Meta Platforms Cl A (META) | 0.3 | $1.4M | 2.8k | 504.30 | |
| Gilead Sciences (GILD) | 0.1 | $804k | 12k | 68.61 | |
| Netflix (NFLX) | 0.1 | $696k | 1.0k | 674.88 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $672k | 6.3k | 106.66 | |
| Integer Hldgs (ITGR) | 0.1 | $613k | 5.3k | 115.79 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $612k | 1.00 | 612241.00 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $599k | 7.8k | 76.57 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $588k | 12k | 48.13 | |
| Amazon (AMZN) | 0.1 | $564k | 2.9k | 193.25 | |
| Cisco Systems (CSCO) | 0.1 | $555k | 12k | 47.51 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $514k | 1.2k | 441.16 | |
| Tesla Motors (TSLA) | 0.1 | $445k | 2.3k | 197.88 | |
| MercadoLibre (MELI) | 0.1 | $437k | 266.00 | 1643.40 | |
| First Hawaiian (FHB) | 0.1 | $431k | 21k | 20.76 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $412k | 7.7k | 53.53 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $395k | 18k | 22.22 | |
| D.R. Horton (DHI) | 0.1 | $382k | 2.7k | 140.93 | |
| Charles River Laboratories (CRL) | 0.1 | $336k | 1.6k | 206.58 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $302k | 2.5k | 119.32 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $280k | 2.5k | 112.40 | |
| Costco Wholesale Corporation (COST) | 0.0 | $266k | 313.00 | 849.99 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $259k | 1.2k | 215.01 | |
| Apollo Global Mgmt (APO) | 0.0 | $250k | 2.1k | 118.07 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $216k | 432.00 | 500.13 | |
| Freightos Ord Shs (CRGO) | 0.0 | $191k | 80k | 2.38 | |
| Udemy (UDMY) | 0.0 | $163k | 19k | 8.63 |
