$254 Million is the total value of Seven Post Investment Office LP's 45 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $13,822,000 | -23.1% | 41,273 | -29.2% | 5.45% | -28.3% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $5,629,000 | +2.8% | 69,807 | -4.6% | 2.22% | -4.1% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $5,222,000 | -36.0% | 127,663 | -39.3% | 2.06% | -40.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,932,000 | -25.2% | 67,802 | -31.5% | 1.16% | -30.2% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,025,000 | -40.2% | 24,440 | -40.4% | 0.80% | -44.3% |
| UBER | Sell | UBER TECHNOLOGIES INC | $1,131,000 | -40.3% | 31,000 | -49.1% | 0.45% | -44.2% |
| ALEX | Sell | ALEXANDER & BALDWIN INC NEW | $587,000 | -90.9% | 52,347 | -90.1% | 0.23% | -91.6% |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -23,700 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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.