Q4 2024 · 13F-HR
Seven Post Investment Office LPholdings as filed
Filed 2025-01-16 · accession 0001172661-25-000226
$261.2M
Reported value
33
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908553 | VNQ | VANGUARD INDEX FDS | $72.1M | 27.6% | 809,447 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $41.7M | 16.0% | 71,104 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $22.5M | 8.63% | 314,063 | Common | SOLE |
| 464288679 | SHV | ISHARES TR | $18.2M | 6.98% | 165,614 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $17.0M | 6.49% | 58,523 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $15.1M | 5.77% | 142,709 | Common | SOLE |
| 29472R108 | ELS | EQUITY LIFESTYLE PPTYS INC | $12.6M | 4.81% | 188,798 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $11.0M | 4.21% | 230,137 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $8.7M | 3.33% | 29,079 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $8.4M | 3.21% | 71,272 | Common | SOLE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $5.1M | 1.97% | 88,499 | Common | NONE |
| 98149E303 | GLDM | WORLD GOLD TR | $3.6M | 1.38% | 69,418 | Common | SOLE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $3.3M | 1.28% | 69,097 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $3.3M | 1.28% | 75,902 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $3.1M | 1.20% | 119,501 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.6M | 0.98% | 5,636 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $2.3M | 0.87% | 3,860 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $1.5M | 0.59% | 20,289 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $1.4M | 0.55% | 20,507 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.2M | 0.47% | 4,951 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $918,060 | 0.35% | 1,030 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $725,656 | 0.28% | 6,298 | Common | SOLE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $635,781 | 0.24% | 7,825 | Common | SOLE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $604,566 | 0.23% | 25,127 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $603,075 | 0.23% | 1,030 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $537,412 | 0.21% | 1,275 | Common | SOLE |
| 00326A104 | SGOL | ETFS GOLD TR | $414,903 | 0.16% | 16,563 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $401,728 | 0.15% | 7,693 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $378,912 | 0.15% | 2,710 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $326,172 | 0.12% | 2,532 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $292,340 | 0.11% | 2,488 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $263,268 | 0.10% | 1,200 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $239,770 | 0.09% | 445 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.