$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 | Buy | VANGUARD INDEX FDSreal estate etf | $62,065,019 | +3.0% | 752,486 | +0.1% | 21.82% | -6.9% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $25,889,186 | +10.7% | 67,697 | +3.4% | 9.10% | +0.1% |
EQR | Buy | EQUITY RESIDENTIALsh ben int | $16,962,773 | -12.2% | 287,505 | +0.0% | 5.96% | -20.7% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $10,681,511 | +152.7% | 55,869 | +137.3% | 3.76% | +128.4% |
MATX | Buy | MATSON INC | $6,641,062 | +2.0% | 106,240 | +0.4% | 2.34% | -7.8% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $6,339,708 | +9.5% | 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 | +21.8% | 108,981 | +25.4% | 1.79% | +10.1% |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $2,936,582 | +408.1% | 60,874 | +408.1% | 1.03% | +358.7% |
AAPL | Buy | APPLE INC | $1,779,291 | -6.0% | 13,694 | +0.0% | 0.63% | -14.9% |
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% | – |
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% | – |
FHB | New | FIRST HAWAIIAN INC | $540,825 | – | 20,769 | +100.0% | 0.19% | – |
SGOL | Buy | ABRDN GOLD ETF TRUST | $501,843 | +17.0% | 28,726 | +6.7% | 0.18% | +5.4% |
DHI | New | D R HORTON INC | $241,569 | – | 2,710 | +100.0% | 0.08% | – |
BLK | New | BLACKROCK INC | $212,589 | – | 300 | +100.0% | 0.08% | – |
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% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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 | 2024-02-06 |
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 |
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.