0001172661-21-000804.txt : 20210216 0001172661-21-000804.hdr.sgml : 20210216 20210216165206 ACCESSION NUMBER: 0001172661-21-000804 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seven Post Investment Office LP CENTRAL INDEX KEY: 0001554308 IRS NUMBER: 320334017 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15323 FILM NUMBER: 21640113 BUSINESS ADDRESS: STREET 1: ONE MONTGOMERY STREET, SUITE 3150 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-341-9200 MAIL ADDRESS: STREET 1: ONE MONTGOMERY STREET, SUITE 3150 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001554308 XXXXXXXX 12-31-2020 12-31-2020 false Seven Post Investment Office LP

One Montgomery Street, Suite 3150 San Francisco CA 94104

13F COMBINATION REPORT 028-15323 0000932859 028-04558 PARAMETRIC PORTFOLIO ASSOCIATES LLC N Lesley Tepper 415-341-9200 /s/ Lesley Tepper San Francisco CA 02-16-2021 0 33 134513 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079k107 778 444 SH SOLE 0 0 444 AMAZON COM INC COM 023135106 511 157 SH SOLE 150 0 7 APPIAN CORP CL A 03782l101 357 2200 SH SOLE 0 0 2200 APPLE INC COM 037833100 1072 8078 SH SOLE 0 0 8078 ARISTA NETWORKS INC COM 040413106 356 1225 SH SOLE 0 0 1225 BERKSHIRE HATHAWAY INC DEL CL A 084670108 348 1 SH SOLE 0 0 1 CHARLES RIV LABS INTL INC COM 159864107 905 3624 SH SOLE 0 0 3624 CINCINNATI BELL INC NEW COM NEW 171871502 215 14056 SH SOLE 0 0 14056 DISNEY WALT CO COM 254687106 473 2610 SH SOLE 0 0 2610 FACEBOOK INC CL A 30303m102 564 2065 SH SOLE 0 0 2065 INTEGER HLDGS CORP COM 45826h109 584 7190 SH SOLE 0 0 7190 ISHARES TR MSCI ACWI ETF 464288257 226 2488 SH SOLE 2488 0 0 ISHARES TR MSCI EAFE ETF 464287465 1924 26365 SH SOLE 26365 0 0 KKR & CO INC COM 48251w104 757 18700 SH SOLE 0 0 18700 LENNOX INTL INC COM 526107107 78531 286641 SH SOLE 0 0 286641 MASTERCARD INCORPORATED CL A 57636q104 437 1225 SH SOLE 0 0 1225 MATSON INC COM 57686g105 4522 79381 SH SOLE 0 0 79381 MEDTRONIC PLC SHS g5960l103 236 2015 SH SOLE 0 0 2015 MERCADOLIBRE INC COM 58733r102 446 266 SH SOLE 0 0 266 MICROSOFT CORP COM 594918104 202 907 SH SOLE 0 0 907 PRA GROUP INC COM 69354n106 327 8250 SH SOLE 0 0 8250 PROOFPOINT INC COM 743424103 2531 18551 SH SOLE 0 0 18551 SHOPIFY INC CL A 82509l107 566 500 SH SOLE 0 0 500 SPDR S&P 500 ETF TR TR UNIT 78462f103 15318 40971 SH SOLE 40593 0 378 STARBUCKS CORP COM 855244109 214 2003 SH SOLE 0 0 2003 TESLA INC COM 88160r101 529 750 SH SOLE 0 0 750 UBER TECHNOLOGIES INC COM 90353t100 1275 25000 SH SOLE 0 0 25000 VANGUARD INDEX FDS MID CAP ETF 922908629 351 1697 SH SOLE 1697 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 356 1829 SH SOLE 1829 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4966 25515 SH SOLE 12336 0 13179 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3041 60696 SH SOLE 60696 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6240 67405 SH SOLE 67405 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5355 113420 SH SOLE 113420 0 0