Seven Post Investment Office

Seven Post Investment Office as of March 31, 2025

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 28.3 $74M 818k 90.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.0 $39M 70k 559.39
Equity Residential Sh Ben Int (EQR) 8.7 $23M 317k 71.58
Ishares Tr Short Treas Bd (SHV) 6.9 $18M 164k 110.46
Prologis (PLD) 6.1 $16M 144k 111.79
Vanguard Index Fds Total Stk Mkt (VTI) 5.9 $15M 56k 274.84
Equity Lifestyle Properties (ELS) 4.8 $13M 190k 66.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.5 $12M 231k 50.83
Public Storage (PSA) 3.3 $8.8M 29k 299.29
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.1 $8.1M 70k 115.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.1 $5.4M 92k 58.69
World Gold Tr Spdr Gld Minis (GLDM) 1.6 $4.3M 69k 61.89
Ishares Silver Tr Ishares (SLV) 1.4 $3.7M 120k 30.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.9M 5.5k 532.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $2.9M 64k 45.26
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $2.9M 58k 49.90
Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.2M 3.9k 561.90
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.7M 20k 81.73
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.6M 21k 75.65
Apple (AAPL) 0.4 $1.1M 5.0k 222.13
Netflix (NFLX) 0.4 $961k 1.0k 932.53
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $659k 6.3k 104.57
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $646k 7.8k 82.54
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $614k 25k 24.34
Meta Platforms Cl A (META) 0.2 $594k 1.0k 576.36
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.2 $493k 17k 29.82
Microsoft Corporation (MSFT) 0.2 $479k 1.3k 375.39
Ishares Core Msci Emkt (IEMG) 0.2 $415k 7.7k 53.97
D.R. Horton (DHI) 0.1 $345k 2.7k 127.13
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $309k 2.5k 121.91
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $290k 2.5k 116.39
Amazon (AMZN) 0.1 $228k 1.2k 190.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $206k 400.00 513.91