Seven Post Investment Office

Seven Post Investment Office as of Dec. 31, 2024

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 33 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 27.6 $72M 809k 89.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.0 $42M 71k 586.08
Equity Residential Sh Ben Int (EQR) 8.6 $23M 314k 71.76
Ishares Tr Short Treas Bd (SHV) 7.0 $18M 166k 110.11
Vanguard Index Fds Total Stk Mkt (VTI) 6.5 $17M 59k 289.81
Prologis (PLD) 5.8 $15M 143k 105.70
Equity Lifestyle Properties (ELS) 4.8 $13M 189k 66.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.2 $11M 230k 47.82
Public Storage (PSA) 3.3 $8.7M 29k 299.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.2 $8.4M 71k 117.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.0 $5.1M 89k 58.18
World Gold Tr Spdr Gld Minis (GLDM) 1.4 $3.6M 69k 51.99
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $3.3M 69k 48.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $3.3M 76k 44.04
Ishares Silver Tr Ishares (SLV) 1.2 $3.1M 120k 26.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.6M 5.6k 453.28
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.3M 3.9k 588.68
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.5M 20k 75.61
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.4M 21k 70.28
Apple (AAPL) 0.5 $1.2M 5.0k 250.42
Netflix (NFLX) 0.4 $918k 1.0k 891.32
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $726k 6.3k 115.22
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $636k 7.8k 81.25
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $605k 25k 24.06
Meta Platforms Cl A (META) 0.2 $603k 1.0k 585.51
Microsoft Corporation (MSFT) 0.2 $537k 1.3k 421.50
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $415k 17k 25.05
Ishares Core Msci Emkt (IEMG) 0.2 $402k 7.7k 52.22
D.R. Horton (DHI) 0.1 $379k 2.7k 139.82
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $326k 2.5k 128.82
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $292k 2.5k 117.50
Amazon (AMZN) 0.1 $263k 1.2k 219.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $240k 445.00 538.81