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 - .

 Value Shares↓ Weighting
VGSH NewVANGUARD SCOTTSDALE FDSshort term treas$5,199,86889,932
+100.0%
1.83%
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%
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.

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