$269 Million is the total value of Seven Post Investment Office LP's 48 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | New | ISHARES TRcore s&p scp etf | $1,933,000 | – | 20,913 | +100.0% | 0.72% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,720,000 | – | 7,605 | +100.0% | 0.64% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $1,093,000 | – | 17,200 | +100.0% | 0.41% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $816,000 | – | 5,686 | +100.0% | 0.30% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $583,000 | – | 2,080 | +100.0% | 0.22% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $506,000 | – | 8,390 | +100.0% | 0.19% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $326,000 | – | 2,870 | +100.0% | 0.12% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $231,000 | – | 1,819 | +100.0% | 0.09% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $211,000 | – | 750 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
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.