$284 Billion is the total value of Seven Post Investment Office LP's 55 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 29.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $62,065,019 | +102864.6% | 752,486 | +0.1% | 21.82% | -6.9% |
| LII | LENNOX INTL INC | $59,107,991 | +107337.8% | 247,076 | 0.0% | 20.78% | -2.9% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $25,889,186 | +110622.7% | 67,697 | +3.4% | 9.10% | +0.1% |
| PLD | PROLOGIS INC. | $17,374,725 | +110856.8% | 154,127 | 0.0% | 6.11% | +0.3% | |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $16,962,773 | +87671.8% | 287,505 | +0.0% | 5.96% | -20.7% |
| ELS | EQUITY LIFESTYLE PPTYS INC | $11,695,816 | +102702.3% | 181,050 | 0.0% | 4.11% | -7.1% | |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $11,340,345 | +110688.8% | 270,201 | -4.0% | 3.99% | +0.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $10,681,511 | +252597.2% | 55,869 | +137.3% | 3.76% | +128.4% |
| PSA | PUBLIC STORAGE | $7,530,128 | +95593.6% | 26,875 | 0.0% | 2.65% | -13.5% | |
| MATX | Buy | MATSON INC | $6,641,062 | +101881.9% | 106,240 | +0.4% | 2.34% | -7.8% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $6,339,708 | +109394.1% | 73,555 | +0.2% | 2.23% | -1.0% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $5,199,868 | – | 89,932 | +100.0% | 1.83% | – |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $5,090,503 | +121682.4% | 108,981 | +25.4% | 1.79% | +10.1% |
| CRM | SALESFORCE INC | $4,591,459 | +92079.5% | 34,629 | 0.0% | 1.61% | -16.7% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,043,915 | +100444.9% | 103,743 | -5.9% | 1.42% | -9.1% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $2,936,582 | +507959.2% | 60,874 | +408.1% | 1.03% | +358.7% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $2,780,498 | +63790.1% | 26,408 | 0.0% | 0.98% | -42.2% | |
| VO | VANGUARD INDEX FDSmid cap etf | $2,122,681 | +108310.7% | 10,415 | 0.0% | 0.75% | -2.1% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $2,003,890 | +107289.6% | 10,918 | 0.0% | 0.70% | -2.9% | |
| AAPL | Buy | APPLE INC | $1,779,291 | +93942.9% | 13,694 | +0.0% | 0.63% | -14.9% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,730,599 | +110129.2% | 26,365 | -6.0% | 0.61% | -0.5% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,329,197 | – | 4,303 | +100.0% | 0.47% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,255,610 | – | 8,945 | +100.0% | 0.44% | – |
| IEMG | New | ISHARES INCcore msci emkt | $869,134 | – | 18,611 | +100.0% | 0.31% | – |
| KKR | KKR & CO INC | $868,054 | +107866.9% | 18,700 | 0.0% | 0.30% | -2.6% | |
| IJR | ISHARES TRcore s&p scp etf | $834,819 | +108459.0% | 8,821 | 0.0% | 0.29% | -2.0% | |
| GOOG | ALPHABET INCcap stk cl c | $823,415 | +92211.1% | 9,280 | 0.0% | 0.29% | -16.7% | |
| IEFA | New | ISHARES TRcore msci eafe | $739,742 | – | 12,001 | +100.0% | 0.26% | – |
| BX | New | BLACKSTONE INC | $691,674 | – | 9,323 | +100.0% | 0.24% | – |
| UBER | UBER TECHNOLOGIES INC | $618,250 | +93150.4% | 25,000 | 0.0% | 0.22% | -15.9% | |
| ANET | ARISTA NETWORKS INC | $594,615 | +107425.3% | 4,900 | 0.0% | 0.21% | -2.8% | |
| VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $550,683 | +34019.1% | 8,271 | -69.4% | 0.19% | -69.1% |
| FHB | New | FIRST HAWAIIAN INC | $540,825 | – | 20,769 | +100.0% | 0.19% | – |
| SGOL | Buy | ABRDN GOLD ETF TRUST | $501,843 | +116879.7% | 28,726 | +6.7% | 0.18% | +5.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $468,711 | +115346.1% | 1 | 0.0% | 0.16% | +4.4% | |
| MSFT | MICROSOFT CORP | $464,531 | +102900.2% | 1,937 | 0.0% | 0.16% | -6.9% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $452,089 | +110165.6% | 1,021 | 0.0% | 0.16% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $405,105 | +122288.2% | 1,165 | 0.0% | 0.14% | +10.1% | |
| FB | META PLATFORMS INCcl a | $365,232 | +88548.5% | 3,035 | 0.0% | 0.13% | -20.0% | |
| ITGR | Sell | INTEGER HLDGS CORP | $362,496 | +80995.3% | 5,295 | -26.4% | 0.13% | -27.0% |
| AMZN | AMAZON COM INC | $354,480 | +74214.5% | 4,220 | 0.0% | 0.12% | -32.8% | |
| CRL | Sell | CHARLES RIV LABS INTL INC | $353,870 | +49531.1% | 1,624 | -55.2% | 0.12% | -55.2% |
| CRWD | CROWDSTRIKE HLDGS INCput | $315,870 | +63841.3% | 3,000 | 0.0% | 0.11% | -42.2% | |
| NFLX | NETFLIX INC | $304,021 | +125011.5% | 1,031 | 0.0% | 0.11% | +12.6% | |
| DIS | DISNEY WALT CO | $288,789 | +91871.0% | 3,324 | 0.0% | 0.10% | -16.4% | |
| TSLA | TESLA INC | $277,155 | +46324.6% | 2,250 | 0.0% | 0.10% | -58.2% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $252,819 | +109821.3% | 2,870 | 0.0% | 0.09% | 0.0% | |
| DHI | New | D R HORTON INC | $241,569 | – | 2,710 | +100.0% | 0.08% | – |
| MELI | MERCADOLIBRE INC | $225,100 | +102218.2% | 266 | 0.0% | 0.08% | -8.1% | |
| BLK | New | BLACKROCK INC | $212,589 | – | 300 | +100.0% | 0.08% | – |
| ESGU | ISHARES TResg awr msci usa | $214,587 | +106659.7% | 2,532 | 0.0% | 0.08% | -3.8% | |
| ACWI | New | ISHARES TRmsci acwi etf | $211,181 | – | 2,488 | +100.0% | 0.07% | – |
| NKE | New | NIKE INCcl b | $203,597 | – | 1,740 | +100.0% | 0.07% | – |
| GLD | New | SPDR GOLD TR | $204,416 | – | 1,205 | +100.0% | 0.07% | – |
| SUMO | SUMO LOGIC INC | $137,700 | +107478.1% | 17,000 | 0.0% | 0.05% | -4.0% | |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -750 | -100.0% | -0.08% | – |
Signatures
The EDGAR filing(s) were signed by:
- Lesley Tepper — Chief Compliance Officer
- Seven Post Investment Office LP holdings (13F-HR)
- Seven Post Investment Office LP ownership history
- Seven Post Investment Office LP portfolio value
- Seven Post Investment Office LP filings
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