$277 Million is the total value of Seven Post Investment Office LP's 55 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $62,455,271 | +0.6% | 752,111 | -0.0% | 22.54% | +3.3% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $5,163,287 | -0.7% | 88,201 | -1.9% | 1.86% | +1.9% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $4,779,705 | -6.1% | 99,952 | -8.3% | 1.72% | -3.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,144,781 | +2.5% | 102,594 | -1.1% | 1.50% | +5.2% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,887,347 | -1.7% | 59,179 | -2.8% | 1.04% | +1.0% |
| BX | Sell | BLACKSTONE INC | $812,595 | +17.5% | 9,251 | -0.8% | 0.29% | +20.6% |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $534,096 | +6.4% | 28,304 | -1.5% | 0.19% | +9.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $375,341 | -56.8% | 7,693 | -58.7% | 0.14% | -55.9% |
| DIS | Sell | DISNEY WALT CO | $292,780 | +1.4% | 2,924 | -12.0% | 0.11% | +3.9% |
| CRWD | Exit | CROWDSTRIKE HLDGS INCput | $0 | – | -3,000 | -100.0% | -0.11% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -34,629 | -100.0% | -1.61% | – |
| EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -287,505 | -100.0% | -5.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-02
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.