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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 (2015Q3)
Portfolio Summary: 7 holdings with a total value of $113,181,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INTL EQUITY INDEX F 2,139,657 70,801,000 62.56%
2 ALEXANDER & BALDWIN INC NEW COM 503,691 17,292,000 15.28%
3 SPDR S&P 500 Fund 41,594 7,971,000 7.04%
4 VANGUARD TAX-MANAGED FDS 192,080 6,846,000 6.05%
5 MATSON INC 132,228 5,089,000 4.50%
6 VANGUARD INTL EQUITY INDEX F 66,032 3,652,000 3.23%
7 ISHARES TR 26,685 1,530,000 1.35%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-15-000101, filed 2015.10.28).

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.