Seven Post Investment Office as of Sept. 30, 2024
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 55 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lennox International (LII) | 22.6 | $149M | 247k | 604.29 | |
| Intuit (INTU) | 15.4 | $102M | 164k | 621.00 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 11.8 | $78M | 800k | 97.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $53M | 319k | 165.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.8 | $45M | 268k | 167.19 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.0 | $40M | 69k | 573.76 | |
| Equity Residential Sh Ben Int (EQR) | 3.5 | $23M | 312k | 74.46 | |
| Prologis (PLD) | 3.1 | $20M | 160k | 126.28 | |
| Ishares Tr Short Treas Bd (SHV) | 2.6 | $17M | 157k | 110.63 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $17M | 60k | 283.16 | |
| Matson (MATX) | 2.1 | $14M | 97k | 142.62 | |
| Equity Lifestyle Properties (ELS) | 2.0 | $13M | 188k | 71.34 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $12M | 227k | 52.81 | |
| Public Storage (PSA) | 1.6 | $11M | 29k | 363.87 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.3 | $8.5M | 71k | 119.70 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $7.4M | 26k | 280.47 | |
| Ishares Silver Tr Ishares (SLV) | 1.0 | $6.8M | 239k | 28.41 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $5.3M | 89k | 59.02 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $4.3M | 90k | 47.85 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $3.7M | 75k | 49.31 | |
| Apple (AAPL) | 0.4 | $2.8M | 12k | 233.01 | |
| Microsoft Corporation (MSFT) | 0.4 | $2.8M | 6.5k | 430.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.7M | 5.9k | 460.26 | |
| Kkr & Co (KKR) | 0.4 | $2.4M | 19k | 130.58 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.2M | 3.9k | 576.82 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.9M | 22k | 83.63 | |
| Buzzfeed Cl A New (BZFD) | 0.3 | $1.8M | 681k | 2.67 | |
| Meta Platforms Cl A (META) | 0.2 | $1.6M | 2.8k | 572.47 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.6M | 21k | 78.05 | |
| Gilead Sciences (GILD) | 0.1 | $982k | 12k | 83.84 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $737k | 6.3k | 116.96 | |
| Netflix (NFLX) | 0.1 | $731k | 1.0k | 709.27 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 | |
| Integer Hldgs (ITGR) | 0.1 | $688k | 5.3k | 130.00 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $652k | 7.8k | 83.33 | |
| Cisco Systems (CSCO) | 0.1 | $621k | 12k | 53.22 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $614k | 13k | 48.98 | |
| Tesla Motors (TSLA) | 0.1 | $589k | 2.3k | 261.63 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $575k | 1.2k | 493.80 | |
| MercadoLibre (MELI) | 0.1 | $546k | 266.00 | 2051.96 | |
| D.R. Horton (DHI) | 0.1 | $517k | 2.7k | 190.77 | |
| First Hawaiian (FHB) | 0.1 | $481k | 21k | 23.15 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $445k | 18k | 25.13 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $442k | 7.7k | 57.41 | |
| Charles River Laboratories (CRL) | 0.0 | $320k | 1.6k | 196.97 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $320k | 2.5k | 126.18 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $297k | 2.5k | 119.55 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $293k | 1.2k | 243.06 | |
| Costco Wholesale Corporation (COST) | 0.0 | $278k | 313.00 | 886.52 | |
| Apollo Global Mgmt (APO) | 0.0 | $265k | 2.1k | 124.91 | |
| Amazon (AMZN) | 0.0 | $265k | 1.4k | 186.33 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $231k | 437.00 | 527.67 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $221k | 4.2k | 52.13 | |
| Udemy (UDMY) | 0.0 | $141k | 19k | 7.44 | |
| Freightos Ord Shs (CRGO) | 0.0 | $116k | 80k | 1.44 |
