$22.8 Million is the total value of Seven Post Investment Office LP's 5 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | US Large Cap (S&P 500 Index)etf | $8,000,000 | +5.2% | 38,927 | +4.4% | 35.02% | +16.4% |
| VEA | Buy | International Developed (FTSEetf | $6,243,000 | +4.7% | 174,006 | +7.1% | 27.33% | +15.7% |
| VWO | Sell | Emerging Market (FTSE Index)etf | $4,451,000 | -40.6% | 128,727 | -43.8% | 19.48% | -34.3% |
| VT | Total World Stock (FTSE Globaletf | $2,643,000 | +0.1% | 45,812 | 0.0% | 11.57% | +10.7% | |
| EFA | Sell | International Developed (MSCIetf | $1,507,000 | -3.8% | 26,365 | -1.2% | 6.60% | +6.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-10
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.