13F COMBINATION REPORT
Seven Post Investment Office LP
Quarter ended Q4 2024 · Filed January 16, 2025 · Accession 0001172661-25-000226
Total Value
$261.2M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908553 | 809,447 | $72.1M | 27.60% |
| 2 | SPDR S&P 500 ETF TR | SPY | 71,104 | $41.7M | 15.95% |
| 3 | EQUITY RESIDENTIAL | EQR | 314,063 | $22.5M | 8.63% |
| 4 | ISHARES TR | 464288679 | 165,614 | $18.2M | 6.98% |
| 5 | VANGUARD INDEX FDS | 922908769 | 58,523 | $17.0M | 6.49% |
| 6 | PROLOGIS INC. | PLDGP | 142,709 | $15.1M | 5.77% |
| 7 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 188,798 | $12.6M | 4.81% |
| 8 | VANGUARD TAX-MANAGED FDS | 921943858 | 230,137 | $11.0M | 4.21% |
| 9 | PUBLIC STORAGE OPER CO | PSA-PS | 29,079 | $8.7M | 3.33% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042742 | 71,272 | $8.4M | 3.21% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C102 | 88,499 | $5.1M | 1.97% |
| 12 | WORLD GOLD TR | GLDW | 69,418 | $3.6M | 1.38% |
| 13 | VANGUARD MALVERN FDS | 922020805 | 69,097 | $3.3M | 1.28% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042858 | 75,902 | $3.3M | 1.28% |
| 15 | ISHARES SILVER TR | SLV | 119,501 | $3.1M | 1.20% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,636 | $2.6M | 0.98% |
| 17 | ISHARES TR | 464287200 | 3,860 | $2.3M | 0.87% |
| 18 | ISHARES TR | 464287465 | 20,289 | $1.5M | 0.59% |
| 19 | ISHARES TR | 46432F842 | 20,507 | $1.4M | 0.55% |
| 20 | APPLE INC | AAPL | 4,951 | $1.2M | 0.47% |
| 21 | NETFLIX INC | NFLX | 1,030 | $918,060 | 0.35% |
| 22 | ISHARES TR | 464287804 | 6,298 | $725,656 | 0.28% |
| 23 | VANGUARD SCOTTSDALE FDS | 92206C714 | 7,825 | $635,781 | 0.24% |
| 24 | SCHWAB STRATEGIC TR | 808524862 | 25,127 | $604,566 | 0.23% |
| 25 | META PLATFORMS INC | META | 1,030 | $603,075 | 0.23% |
| 26 | MICROSOFT CORP | MSFT | 1,275 | $537,412 | 0.21% |
| 27 | ETFS GOLD TR | 00326A104 | 16,563 | $414,903 | 0.16% |
| 28 | ISHARES INC | 46434G103 | 7,693 | $401,728 | 0.15% |
| 29 | D R HORTON INC | 23331A109 | 2,710 | $378,912 | 0.15% |
| 30 | ISHARES TR | 46435G425 | 2,532 | $326,172 | 0.12% |
| 31 | ISHARES TR | 464288257 | 2,488 | $292,340 | 0.11% |
| 32 | AMAZON COM INC | AMZN | 1,200 | $263,268 | 0.10% |
| 33 | VANGUARD INDEX FDS | 922908363 | 445 | $239,770 | 0.09% |