Q1 2025 · 13F-HR
Seven Post Investment Office LPholdings as filed
Filed 2025-04-17 · accession 0001172661-25-001509
$261.8M
Reported value
33
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908553 | VNQ | VANGUARD INDEX FDS | $74.0M | 28.3% | 817,700 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $39.4M | 15.0% | 70,420 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $22.7M | 8.67% | 317,040 | Common | SOLE |
| 464288679 | SHV | ISHARES TR | $18.1M | 6.91% | 163,736 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $16.1M | 6.15% | 144,008 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $15.4M | 5.88% | 56,002 | Common | SOLE |
| 29472R108 | ELS | EQUITY LIFESTYLE PPTYS INC | $12.7M | 4.85% | 190,185 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $11.7M | 4.48% | 230,988 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $8.8M | 3.34% | 29,250 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $8.1M | 3.11% | 70,152 | Common | SOLE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $5.4M | 2.06% | 91,987 | Common | NONE |
| 98149E303 | GLDM | WORLD GOLD TR | $4.3M | 1.63% | 69,074 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $3.7M | 1.41% | 119,501 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.12% | 5,506 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $2.9M | 1.11% | 64,252 | Common | SOLE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $2.9M | 1.10% | 57,614 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $2.2M | 0.83% | 3,860 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $1.7M | 0.63% | 20,289 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $1.6M | 0.59% | 20,507 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.1M | 0.42% | 4,951 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $960,506 | 0.37% | 1,030 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $658,582 | 0.25% | 6,298 | Common | SOLE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $645,875 | 0.25% | 7,825 | Common | SOLE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $613,872 | 0.23% | 25,221 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $593,651 | 0.23% | 1,030 | Common | SOLE |
| 00326A104 | SGOL | ETFS GOLD TR | $492,835 | 0.19% | 16,527 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $478,622 | 0.18% | 1,275 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $415,191 | 0.16% | 7,693 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $344,522 | 0.13% | 2,710 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $308,676 | 0.12% | 2,532 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $289,578 | 0.11% | 2,488 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $228,312 | 0.09% | 1,200 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $205,564 | 0.08% | 400 | 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.