$75.2 Million is the total value of Seven Post Investment Office LP's 6 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $50,454,000 | – | 1,300,538 | +100.0% | 67.07% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $10,329,000 | – | 290,139 | +100.0% | 13.73% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $6,016,000 | – | 37,503 | +100.0% | 8.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $4,799,000 | – | 104,190 | +100.0% | 6.38% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,114,000 | – | 41,032 | +100.0% | 2.81% | – |
| EFA | New | ISHARES TRmsci eafe index | $1,511,000 | – | 26,365 | +100.0% | 2.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 73.4% |
| US Large-Cap (S&P 500 Index) | 42 | Q3 2023 | 41.4% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 27.3% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 14.5% |
| ISHARES TR | 42 | Q3 2023 | 8.3% |
| MATSON INC | 26 | Q3 2023 | 5.7% |
| LENNOX INTL INC | 21 | Q3 2023 | 59.3% |
| APPLE INC | 21 | Q3 2023 | 1.2% |
| CHARLES RIV LABS INTL INC | 21 | Q3 2023 | 0.5% |
| Integer Holdings Corp | 21 | Q3 2023 | 0.5% |
View Seven Post Investment Office LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-11 |
| 13F-HR/A | 2022-03-18 |
View Seven Post Investment Office LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.