Seven Post Investment Office LP - Q2 2014 holdings

$84.7 Million is the total value of Seven Post Investment Office LP's 6 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 0.0% .

 Value Shares↓ Weighting
VWO  VANGUARD INTL EQUITY INDEX Fftse emr mkt etf$62,175,0000.0%1,532,1580.0%73.39%0.0%
SPY  SPDR S&P 500 ETF TRtr unit$6,654,0000.0%35,5820.0%7.85%0.0%
VEA  VANGUARD TAX MANAGED INTL FDftse dev mkt etf$5,954,0000.0%144,2760.0%7.03%0.0%
IEMG  ISHARES INCcore msci emkt$5,716,0000.0%116,4610.0%6.75%0.0%
VT  VANGUARD INTL EQUITY INDEX Ftt wrld st etf$2,448,0000.0%41,0320.0%2.89%0.0%
EFA  ISHARESmsci eafe etf$1,772,0000.0%26,3650.0%2.09%0.0%
Original filings

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

  • View 13F-HR filed 2014-08-14
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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