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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 (2017Q1)
Portfolio Summary: 5 holdings with a total value of $20,253,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 26,365 1,642,000 8.11%
2 VANGUARD INTL EQUITY INDEX F 41,330 2,696,000 13.31%
3 VANGUARD INTL EQUITY INDEX F 79,800 3,170,000 15.65%
4 VANGUARD TAX-MANAGED FDS 118,211 4,646,000 22.94%
5 SPDR S&P 500 Fund 34,357 8,099,000 39.99%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001554308-17-000008, filed 2017.05.09).

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.