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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 (2014Q3)
Portfolio Summary: 8 holdings with a total value of $121,710,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INTL EQUITY INDEX F 1,704,689 71,103,000 58.42%
2 ALEXANDER & BALDWIN INC NEW COM 682,400 24,546,000 20.17%
3 SPDR S&P 500 Fund 35,979 7,089,000 5.82%
4 ISHARES INC 124,311 6,221,000 5.11%
5 VANGUARD TAX-MANAGED FDS 147,873 5,878,000 4.83%
6 MATSON INC 108,041 2,704,000 2.22%
7 VANGUARD INTL EQUITY INDEX F 41,032 2,478,000 2.04%
8 ISHARES TR 26,365 1,691,000 1.39%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-14-000074, filed 2014.10.16).

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.