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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)
Original 13F HR (0001554308-17-000008) filed in 2017.05.09
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 Fund 34,357 8,099 39.99%
2 VANGUARD TAX-MANAGED FDS 118,211 4,646 22.94%
3 VANGUARD INTL EQUITY INDEX F 79,800 3,170 15.65%
4 VANGUARD INTL EQUITY INDEX F 41,330 2,696 13.31%
5 ISHARES TR 26,365 1,642 8.11%