Asset Manager
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Seven Post Investment Office LP
Market Value
$352M
+13.8%
Holdings
42
+4
New Purchases
6
Added To
14
Closed
0
Reduced
7
Top 10 Concentration
78.9%
Turnover
14.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ORCL | 2.36% | 0.00% | +2.36% | $8M |
| LII | 0.49% | 0.00% | +0.49% | $2M |
| COLD | 2.53% | 2.06% | +0.47% | $9M |
| EQR | 11.63% | 11.33% | +0.30% | $41M |
| SPY | 14.82% | 14.67% | +0.15% | $52M |
| NVDA | 0.29% | 0.16% | +0.12% | $1M |
| PSA | 2.78% | 2.67% | +0.11% | $10M |
| JPM | 0.10% | 0.00% | +0.10% | $366K |
| COST | 0.09% | 0.00% | +0.09% | $316K |
| GS | 0.09% | 0.00% | +0.09% | $303K |
| AAPL | 0.49% | 0.41% | +0.08% | $2M |
| VOO | 0.06% | 0.00% | +0.06% | $209K |
| BRK-B | 2.42% | 2.37% | +0.05% | $9M |
| VTI | 4.83% | 4.80% | +0.03% | $17M |
| PEB | 0.07% | 0.05% | +0.02% | $233K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VNQ | 23.47% | 24.36% | -0.89% | $83M |
| SLV | 1.90% | 2.63% | -0.73% | $7M |
| PLD | 5.78% | 6.36% | -0.59% | $20M |
| EPD | 3.20% | 3.72% | -0.52% | $11M |
| BRK-A | 4.46% | 4.87% | -0.41% | $16M |
| ELS | 3.63% | 3.96% | -0.34% | $13M |
| GLDM | 1.79% | 2.11% | -0.32% | $6M |
| VEA | 3.98% | 4.14% | -0.16% | $14M |
| WMB | 1.30% | 1.45% | -0.15% | $5M |
| GOOGL | 0.20% | 0.33% | -0.13% | $693K |
| IEFA | 0.51% | 0.60% | -0.09% | $2M |
| SGOL | 0.22% | 0.29% | -0.07% | $768K |
| VWO | 1.04% | 1.10% | -0.06% | $4M |
| VCSH | 0.17% | 0.20% | -0.03% | $590K |
| EFA | 0.33% | 0.35% | -0.02% | $1M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 17 | $122M | 34.7% |
| Large Cap | 21 | $220M | 62.4% |
| Mid Cap | 4 | $10M | 2.9% |
Portfolio Analytics
Avg Market Cap
$883.5B
Median Market Cap
$112.3B
Avg P/E
23.0
Median P/E
24.5
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
22
# ETFs / Funds
20
Top Holdings (42 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | 23.47% | 857,363 | $83M | $96.43 | $7M | +7,423 | +0.9% | |
| 2 | SPY | 14.82% | 69,908 | $52M | $746.77 | $7M | +97 | +0.1% | |
| 3 | EQR | 11.63% | 603,185 | $41M | $67.93 | $6M | +10,095 | +1.7% | |
| 4 | PLD | 5.78% | 150,185 | $20M | $135.47 | $646K | +1,147 | +0.8% | |
| 5 | VTI | 4.83% | 45,938 | $17M | $370.04 | $2M | -327 | -0.7% | |
| 6 | BRK-A | 4.46% | 21 | $16M | $748,850.00 | $645K | — | — | |
| 7 | VEA | 3.98% | 196,873 | $14M | $71.25 | $1M | -3,307 | -1.6% | |
| 8 | ELS | 3.63% | 198,260 | $13M | $64.45 | $507K | +1,676 | +0.8% | |
| 9 | EPD | 3.20% | 306,976 | $11M | $36.76 | -$242K | +2,368 | +0.8% | |
| 10 | VT | 3.13% | 70,182 | $11M | $156.95 | $1M | +79 | +0.1% | |
| 11 | PSA | 2.78% | 30,780 | $10M | $318.31 | $2M | +283 | +0.9% | |
| 12 | COLD | 2.53% | 566,170 | $9M | $15.72 | $3M | +10,305 | +1.9% | |
| 13 | BRK-B | 2.42% | 17,043 | $9M | $500.39 | $1M | +1,741 | +11.4% | |
| 14 | ORCL | 2.36% | 56,722 | $8M | $146.55 | — | +56,722 | — | NEW |
| 15 | SLV | 1.90% | 125,061 | $7M | $53.47 | -$1M | +5,560 | +4.7% | |
| 16 | GLDM | 1.79% | 79,348 | $6M | $79.42 | -$233K | +8,847 | +12.6% | |
| 17 | WMB | 1.30% | 61,760 | $5M | $74.34 | $96K | — | — | |
| 18 | VWO | 1.04% | 61,114 | $4M | $59.69 | $249K | -1,769 | -2.8% | |
| 19 | IEFA | 0.51% | 18,548 | $2M | $96.58 | -$65K | -1,959 | -9.6% | |
| 20 | AAPL | 0.49% | 5,951 | $2M | $289.36 | $465K | +1,000 | +20.2% | |
| 21 | LII | 0.49% | 3,000 | $2M | $572.95 | — | +3,000 | — | NEW |
| 22 | VV | 0.37% | 3,800 | $1M | $343.91 | $171K | — | — | |
| 23 | EFA | 0.33% | 11,268 | $1M | $103.88 | $76K | — | — | |
| 24 | NVDA | 0.29% | 5,093 | $1M | $200.09 | $510K | +2,173 | +74.4% | |
| 25 | IJR | 0.27% | 6,298 | $934K | $148.31 | $151K | — | — | |
| 26 | VONV | 0.24% | 7,825 | $832K | $106.31 | $98K | — | — | |
| 27 | IVV | 0.23% | 1,100 | $824K | $748.89 | $105K | — | — | |
| 28 | SGOL | 0.22% | 20,093 | $768K | $38.23 | -$128K | — | — | |
| 29 | GOOGL | 0.20% | 1,940 | $693K | $357.37 | -$325K | -1,600 | -45.2% | |
| 30 | VCSH | 0.17% | 7,461 | $590K | $79.03 | -$27K | -313 | -4.0% | |
| 31 | IEMG | 0.16% | 6,606 | $547K | $82.84 | $36K | -718 | -9.8% | |
| 32 | MSFT | 0.14% | 1,275 | $476K | $373.02 | $4K | — | — | |
| 33 | ESGU | 0.12% | 2,532 | $414K | $163.67 | $56K | — | — | |
| 34 | ACWI | 0.11% | 2,494 | $391K | $156.97 | $46K | — | — | |
| 35 | JPM | 0.10% | 1,117 | $366K | $327.33 | — | +1,117 | — | NEW |
| 36 | COST | 0.09% | 338 | $316K | $935.47 | — | +338 | — | NEW |
| 37 | SKT | 0.09% | 8,000 | $316K | $39.47 | $44K | — | — | |
| 38 | GS | 0.09% | 300 | $303K | $1,011.37 | — | +300 | — | NEW |
| 39 | AMZN | 0.08% | 1,200 | $286K | $238.34 | $36K | — | — | |
| 40 | GOOG | 0.07% | 720 | $254K | $353.33 | $48K | — | — | |
| 41 | PEB | 0.07% | 12,000 | $233K | $19.41 | $81K | — | — | |
| 42 | VOO | 0.06% | 304 | $209K | $686.81 | — | +304 | — | NEW |