Portfolio (Quarterly)
Guide ↗
Seven Post Investment Office LP
· CIK 0001554308| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AVGO | BROADCOM INC | Technology | 3,147.0 | $1.1M | 0.39% | NEW | — | $346.10 | +22.0% |
| 22 | EFA | ISHARES TR | — | 11,268.0 | $1.1M | 0.39% | NEW | — | $96.03 | +9.2% |
| 23 | IJR | ISHARES TR | — | 6,298.0 | $757K | 0.27% | NEW | — | $120.18 | +15.6% |
| 24 | IVV | ISHARES TR | — | 1,100.0 | $753K | 0.27% | NEW | — | $684.94 | +9.8% |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | — | 9,255.0 | $738K | 0.26% | NEW | — | $79.73 | -0.9% |
| 26 | VONV | VANGUARD SCOTTSDALE FDS | — | 7,825.0 | $722K | 0.26% | NEW | — | $92.30 | +13.1% |
| 27 | SGOL | ETFS GOLD TR | Financial Services | 15,487.0 | $636K | 0.23% | NEW | — | $41.08 | +4.3% |
| 28 | MSFT | MICROSOFT CORP | Technology | 1,275.0 | $617K | 0.22% | NEW | — | $483.62 | -14.5% |
| 29 | NVDA | NVIDIA CORPORATION | Technology | 3,151.0 | $588K | 0.21% | NEW | — | $186.50 | +14.6% |
| 30 | IEMG | ISHARES INC | — | 7,339.0 | $493K | 0.18% | NEW | — | $67.22 | +23.8% |
| 31 | ESGU | ISHARES TR | — | 2,532.0 | $377K | 0.14% | NEW | — | $148.98 | +9.7% |
| 32 | ACWI | ISHARES TR | — | 2,488.0 | $352K | 0.13% | NEW | — | $141.49 | +11.2% |
| 33 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,200.0 | $277K | 0.10% | NEW | — | $230.82 | +13.6% |
| 34 | SKT | TANGER INC | Real Estate | 8,000.0 | $267K | 0.10% | NEW | — | $33.37 | +7.7% |
| 35 | GOOG | ALPHABET INC | Communication Services | 720.0 | $226K | 0.08% | NEW | — | $313.80 | +21.7% |
| 36 | VOO | VANGUARD INDEX FDS | — | 352.0 | $221K | 0.08% | NEW | — | $627.13 | +9.8% |
| 37 | PEB | PEBBLEBROOK HOTEL TR | Real Estate | 12,000.0 | $136K | 0.05% | NEW | — | $11.32 | +32.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Real Estate
44.0%
Financial Services
43.6%
Energy
8.9%
Technology
2.4%
Communication Services
0.9%
Consumer Cyclical
0.2%