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| Name: |
SEVEN POST INVESTMENT OFFICE LP |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94104 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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Decreased Positions |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
6 |
- |
$260.44 |
$14,025,000 |
53,964 |
3.42% |
-2,780,000 |
-16,876 |
0.005 |
Closed - End Fund - E... |
|
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VT |
Vanguard Total World Stock ... |
14 |
- |
$111.44 |
$7,838,000 |
70,931 |
1.91% |
441,000 |
-969 |
0.04 |
Closed - End Fund - E... |
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VTIP |
Vanguard Short Term Inflati... |
18 |
- |
$48.28 |
$3,638,000 |
75,956 |
0.89% |
10,000 |
-439 |
0.004 |
N/A |
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AAPL |
Apple Inc |
21 |
- |
$192.25 |
$2,054,000 |
11,976 |
0.5% |
-435,000 |
-950 |
0 |
Personal Computers |
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EFA |
iShares TR MSCI EAFE Indx FD |
24 |
- |
$81.18 |
$1,779,000 |
22,273 |
0.43% |
-208,000 |
-4,092 |
0.003 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
31 |
- |
$415.13 |
$868,000 |
2,062 |
0.21% |
-323,000 |
-1,106 |
0 |
Application Software |
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SCHO |
Schwab Short-Term U.S. Tre... |
38 |
- |
$48.03 |
$588,000 |
12,203 |
0.14% |
-68,000 |
-1,333 |
0.001 |
N/A |
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SGOL |
Aberdeen Standard Physical ... |
43 |
- |
$22.23 |
$407,000 |
19,158 |
0.1% |
-86,000 |
-5,807 |
0.013 |
Closed - End Fund - Debt |
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