Seven Post Investment Office LP - Q3 2013 holdings

$83.3 Million is the total value of Seven Post Investment Office LP's 6 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 0.0% .

 Value Shares↓ Weighting
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$56,265,000
+11.5%
1,401,894
+7.8%
67.51%
+0.7%
IEMG BuyISHARES INCcore msci emkt$5,651,000
+17.8%
116,151
+11.5%
6.78%
+6.3%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2013-11-01
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INTL EQUITY INDEX F42Q3 202373.4%
US Large-Cap (S&P 500 Index)42Q3 202341.4%
VANGUARD TAX-MANAGED INTL FD42Q3 202327.3%
VANGUARD INTL EQUITY INDEX F42Q3 202314.5%
ISHARES TR42Q3 20238.3%
MATSON INC26Q3 20235.7%
LENNOX INTL INC21Q3 202359.3%
APPLE INC21Q3 20231.2%
CHARLES RIV LABS INTL INC21Q3 20230.5%
Integer Holdings Corp21Q3 20230.5%

View Seven Post Investment Office LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-25
13F-HR2024-02-06
13F-HR2023-11-02
13F-HR2023-08-08
13F-HR2023-05-02
13F-HR2023-01-31
13F-HR2022-11-07
13F-HR2022-08-08
13F-HR2022-05-11
13F-HR/A2022-03-18

View Seven Post Investment Office LP's complete filings history.

Compare quarters

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