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Institutional Investment Manager
Seven Post Investment Office LP
Seven Post Investment Office LP (CIK: 0001554308) incorporated in Delaware, located at One Montgomery Street, Suite 3150, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 6 holdings with a total value of $84,719,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INTL EQUITY INDEX F 1,532,158 62,175,000 73.39%
2 SPDR S&P 500 Fund 35,582 6,654,000 7.85%
3 VANGUARD TAX-MANAGED FDS 144,276 5,954,000 7.03%
4 ISHARES INC 116,461 5,716,000 6.75%
5 VANGUARD INTL EQUITY INDEX F 41,032 2,448,000 2.89%
6 ISHARES TR 26,365 1,772,000 2.09%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-14-000066, filed 2014.08.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.