$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 71.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,380,000 | -21.3% | 23,222 | -5.0% | 1.63% | -4.1% |
| AAPL | Sell | APPLE INC | $1,880,000 | -22.5% | 13,754 | -1.0% | 0.70% | -5.7% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $334,000 | -86.6% | 1,697 | -83.8% | 0.12% | -83.7% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $209,000 | -75.6% | 2,488 | -71.0% | 0.08% | -70.1% |
| WD | Exit | WALKER & DUNLOP INC | $0 | – | -1,550 | -100.0% | -0.06% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -4,470 | -100.0% | -0.07% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,000 | -100.0% | -0.07% | – |
| WCLD | Exit | WISDOMTREE TR | $0 | – | -6,000 | -100.0% | -0.08% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -266 | -100.0% | -0.10% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -490 | -100.0% | -0.10% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,821 | -100.0% | -0.10% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -4,236 | -100.0% | -0.10% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -24,440 | -100.0% | -0.58% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -10,884 | -100.0% | -0.71% | – |
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.