Portfolio (Quarterly)
Guide ↗
Seven Post Investment Office LP
· CIK 0001554308| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | — | 849,940.0 | $75.4M | 24.36% | +9K | +1.1% | $88.70 | +9.3% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 69,811.0 | $45.4M | 14.67% | -6K | -7.7% | $650.34 | +15.2% |
| 3 | EQR | EQUITY RESIDENTIAL | Real Estate | 593,090.0 | $35.1M | 11.33% | +269K | +83.0% | $59.15 | +12.1% |
| 4 | PLD | PROLOGIS INC. | Real Estate | 149,038.0 | $19.7M | 6.36% | +1K | +0.8% | $132.18 | +11.1% |
| 5 | — | BERKSHIRE HATHAWAY INC DEL | — | 21.0 | $15.1M | 4.87% | NEW | — | $718140.00 | — |
| 6 | VTI | VANGUARD INDEX FDS | — | 46,265.0 | $14.8M | 4.79% | -591.0 | -1.3% | $320.81 | +15.0% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | — | 200,180.0 | $12.8M | 4.14% | -31K | -13.3% | $64.08 | +11.7% |
| 8 | ELS | EQUITY LIFESTYLE PROPERTIES | Real Estate | 196,584.0 | $12.3M | 3.96% | +2K | +0.9% | $62.42 | +0.7% |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 304,608.0 | $11.5M | 3.72% | +2K | +0.8% | $37.84 | +2.4% |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | — | 70,103.0 | $9.7M | 3.13% | -397.0 | -0.6% | $138.32 | +13.6% |
| 11 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 30,497.0 | $8.3M | 2.67% | +334.0 | +1.1% | $270.88 | +12.7% |
| 12 | SLV | ISHARES SILVER TR | Financial Services | 119,501.0 | $8.1M | 2.63% | — | — | $68.14 | +1.1% |
| 13 | — | BERKSHIRE HATHAWAY INC DEL | — | 15,302.0 | $7.3M | 2.37% | +11K | +260.1% | $479.20 | — |
| 14 | GLDM | WORLD GOLD TR | Financial Services | 70,501.0 | $6.5M | 2.11% | +1K | +2.0% | $92.69 | -3.8% |
| 15 | COLD | AMERICOLD REALTY TRUST INC | Real Estate | 555,865.0 | $6.4M | 2.06% | — | — | $11.46 | +29.3% |
| 16 | WMB | WILLIAMS COS INC | Energy | 61,760.0 | $4.5M | 1.45% | — | — | $72.78 | +5.6% |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | — | 62,883.0 | $3.4M | 1.10% | -3K | -5.2% | $54.05 | +11.1% |
| 18 | IEFA | ISHARES TR | — | 20,507.0 | $1.9M | 0.60% | — | — | $90.53 | +8.4% |
| 19 | AAPL | APPLE INC | Technology | 4,951.0 | $1.3M | 0.41% | — | — | $253.79 | +22.5% |
| 20 | VV | VANGUARD INDEX FDS | — | 3,800.0 | $1.1M | 0.37% | — | — | $298.85 | +15.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Real Estate
50.4%
Financial Services
37.5%
Energy
9.8%
Technology
1.4%
Communication Services
0.8%
Consumer Cyclical
0.2%