Seven Post Investment Office LP - Q4 2022 holdings

$284 Million 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 120.0% .

 Value Shares↓ Weighting
VNQ BuyVANGUARD INDEX FDSreal estate etf$62,065,019
+3.0%
752,486
+0.1%
21.82%
-6.9%
SPY BuySPDR S&P 500 ETF TRtr unit$25,889,186
+10.7%
67,697
+3.4%
9.10%
+0.1%
EQR BuyEQUITY RESIDENTIALsh ben int$16,962,773
-12.2%
287,505
+0.0%
5.96%
-20.7%
VTI BuyVANGUARD INDEX FDStotal stk mkt$10,681,511
+152.7%
55,869
+137.3%
3.76%
+128.4%
MATX BuyMATSON INC$6,641,062
+2.0%
106,240
+0.4%
2.34%
-7.8%
VT BuyVANGUARD INTL EQUITY INDEX Ftt wrld st etf$6,339,708
+9.5%
73,555
+0.2%
2.23%
-1.0%
VGSH NewVANGUARD SCOTTSDALE FDSshort term treas$5,199,86889,932
+100.0%
1.83%
VTIP BuyVANGUARD MALVERN FDSstrm infproidx$5,090,503
+21.8%
108,981
+25.4%
1.79%
+10.1%
SCHO BuySCHWAB STRATEGIC TRsht tm us tres$2,936,582
+408.1%
60,874
+408.1%
1.03%
+358.7%
AAPL BuyAPPLE INC$1,779,291
-6.0%
13,694
+0.0%
0.63%
-14.9%
BRKB NewBERKSHIRE HATHAWAY INC DELcl b new$1,329,1974,303
+100.0%
0.47%
VTV NewVANGUARD INDEX FDSvalue etf$1,255,6108,945
+100.0%
0.44%
IEMG NewISHARES INCcore msci emkt$869,13418,611
+100.0%
0.31%
IEFA NewISHARES TRcore msci eafe$739,74212,001
+100.0%
0.26%
BX NewBLACKSTONE INC$691,6749,323
+100.0%
0.24%
FHB NewFIRST HAWAIIAN INC$540,82520,769
+100.0%
0.19%
SGOL BuyABRDN GOLD ETF TRUST$501,843
+17.0%
28,726
+6.7%
0.18%
+5.4%
DHI NewD R HORTON INC$241,5692,710
+100.0%
0.08%
BLK NewBLACKROCK INC$212,589300
+100.0%
0.08%
ACWI NewISHARES TRmsci acwi etf$211,1812,488
+100.0%
0.07%
NKE NewNIKE INCcl b$203,5971,740
+100.0%
0.07%
GLD NewSPDR GOLD TR$204,4161,205
+100.0%
0.07%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-31
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INTL EQUITY INDEX F42Q3 202373.4%
US Large-Cap (S&P 500 Index)42Q3 202341.4%
VANGUARD TAX-MANAGED INTL FD42Q3 202327.3%
VANGUARD INTL EQUITY INDEX F42Q3 202314.5%
ISHARES TR42Q3 20238.3%
MATSON INC26Q3 20235.7%
LENNOX INTL INC21Q3 202359.3%
APPLE INC21Q3 20231.2%
CHARLES RIV LABS INTL INC21Q3 20230.5%
Integer Holdings Corp21Q3 20230.5%

View Seven Post Investment Office LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-06
13F-HR2023-11-02
13F-HR2023-08-08
13F-HR2023-05-02
13F-HR2023-01-31
13F-HR2022-11-07
13F-HR2022-08-08
13F-HR2022-05-11
13F-HR/A2022-03-18
13F-HR/A2022-03-18

View Seven Post Investment Office LP's complete filings history.

Compare quarters

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