13F COMBINATION REPORT
Seven Post Investment Office LP
Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001172661-25-001509
Total Value
$261.8M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908553 | 817,700 | $74.0M | 28.28% |
| 2 | SPDR S&P 500 ETF TR | SPY | 70,420 | $39.4M | 15.05% |
| 3 | EQUITY RESIDENTIAL | EQR | 317,040 | $22.7M | 8.67% |
| 4 | ISHARES TR | 464288679 | 163,736 | $18.1M | 6.91% |
| 5 | PROLOGIS INC. | PLDGP | 144,008 | $16.1M | 6.15% |
| 6 | VANGUARD INDEX FDS | 922908769 | 56,002 | $15.4M | 5.88% |
| 7 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 190,185 | $12.7M | 4.85% |
| 8 | VANGUARD TAX-MANAGED FDS | 921943858 | 230,988 | $11.7M | 4.48% |
| 9 | PUBLIC STORAGE OPER CO | PSA-PS | 29,250 | $8.8M | 3.34% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042742 | 70,152 | $8.1M | 3.11% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C102 | 91,987 | $5.4M | 2.06% |
| 12 | WORLD GOLD TR | GLDW | 69,074 | $4.3M | 1.63% |
| 13 | ISHARES SILVER TR | SLV | 119,501 | $3.7M | 1.41% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,506 | $2.9M | 1.12% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042858 | 64,252 | $2.9M | 1.11% |
| 16 | VANGUARD MALVERN FDS | 922020805 | 57,614 | $2.9M | 1.10% |
| 17 | ISHARES TR | 464287200 | 3,860 | $2.2M | 0.83% |
| 18 | ISHARES TR | 464287465 | 20,289 | $1.7M | 0.63% |
| 19 | ISHARES TR | 46432F842 | 20,507 | $1.6M | 0.59% |
| 20 | APPLE INC | AAPL | 4,951 | $1.1M | 0.42% |
| 21 | NETFLIX INC | NFLX | 1,030 | $960,506 | 0.37% |
| 22 | ISHARES TR | 464287804 | 6,298 | $658,582 | 0.25% |
| 23 | VANGUARD SCOTTSDALE FDS | 92206C714 | 7,825 | $645,875 | 0.25% |
| 24 | SCHWAB STRATEGIC TR | 808524862 | 25,221 | $613,872 | 0.23% |
| 25 | META PLATFORMS INC | META | 1,030 | $593,651 | 0.23% |
| 26 | ETFS GOLD TR | 00326A104 | 16,527 | $492,835 | 0.19% |
| 27 | MICROSOFT CORP | MSFT | 1,275 | $478,622 | 0.18% |
| 28 | ISHARES INC | 46434G103 | 7,693 | $415,191 | 0.16% |
| 29 | D R HORTON INC | 23331A109 | 2,710 | $344,522 | 0.13% |
| 30 | ISHARES TR | 46435G425 | 2,532 | $308,676 | 0.12% |
| 31 | ISHARES TR | 464288257 | 2,488 | $289,578 | 0.11% |
| 32 | AMAZON COM INC | AMZN | 1,200 | $228,312 | 0.09% |
| 33 | VANGUARD INDEX FDS | 922908363 | 400 | $205,564 | 0.08% |