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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 (2014Q4)
Portfolio Summary: 8 holdings with a total value of $112,498,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INTL EQUITY INDEX F 1,396,992 55,908,000 49.70%
2 ALEXANDER & BALDWIN INC NEW COM 501,690 19,696,000 17.51%
3 ISHARES INC 280,321 13,183,000 11.72%
4 VANGUARD TAX-MANAGED FDS 218,591 8,280,000 7.36%
5 SPDR S&P 500 Fund 36,936 7,592,000 6.75%
6 MATSON INC 108,563 3,748,000 3.33%
7 VANGUARD INTL EQUITY INDEX F 41,032 2,467,000 2.19%
8 ISHARES TR 26,685 1,624,000 1.44%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-15-000025, filed 2015.02.17).

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.