$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
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.