0001172661-21-001121.txt : 20210514 0001172661-21-001121.hdr.sgml : 20210514 20210514095057 ACCESSION NUMBER: 0001172661-21-001121 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210514 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210514 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: 21922321 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 03-31-2021 03-31-2021 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 05-14-2021 0 32 152465 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 885 428 SH SOLE 0 0 428 AMAZON COM INC COM 023135106 467 151 SH SOLE 150 0 1 APPIAN CORP CL A 03782L101 292 2200 SH SOLE 0 0 2200 APPLE INC COM 037833100 923 7558 SH SOLE 0 0 7558 ARISTA NETWORKS INC COM 040413106 370 1225 SH SOLE 0 0 1225 BERKSHIRE HATHAWAY INC DEL CL A 084670108 386 1 SH SOLE 0 0 1 CHARLES RIV LABS INTL INC COM 159864107 1050 3624 SH SOLE 0 0 3624 CINCINNATI BELL INC NEW COM NEW 171871502 216 14056 SH SOLE 0 0 14056 DISNEY WALT CO COM 254687106 454 2460 SH SOLE 0 0 2460 FACEBOOK INC CL A 30303M102 591 2005 SH SOLE 0 0 2005 INTEGER HLDGS CORP COM 45826H109 662 7190 SH SOLE 0 0 7190 ISHARES TR MSCI EAFE ETF 464287465 2000 26365 SH SOLE 26365 0 0 ISHARES TR MSCI ACWI ETF 464288257 237 2488 SH SOLE 2488 0 0 KKR & CO INC COM 48251W104 913 18700 SH SOLE 0 0 18700 LENNOX INTL INC COM 526107107 89314 286641 SH SOLE 0 0 286641 MASTERCARD INCORPORATED CL A 57636Q104 415 1165 SH SOLE 0 0 1165 MATSON INC COM 57686G105 5312 79634 SH SOLE 0 0 79634 MEDTRONIC PLC SHS G5960L103 236 2000 SH SOLE 0 0 2000 MERCADOLIBRE INC COM 58733R102 392 266 SH SOLE 0 0 266 PROOFPOINT INC COM 743424103 2334 18551 SH SOLE 0 0 18551 SHOPIFY INC CL A 82509L107 553 500 SH SOLE 0 0 500 SPDR S&P 500 ETF TR TR UNIT 78462F103 16933 42725 SH SOLE 42725 0 0 STARBUCKS CORP COM 855244109 219 2003 SH SOLE 0 0 2003 TESLA INC COM 88160R101 501 750 SH SOLE 0 0 750 UBER TECHNOLOGIES INC COM 90353T100 1363 25000 SH SOLE 0 0 25000 VANGUARD INDEX FDS MID CAP ETF 922908629 1946 8793 SH SOLE 8793 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1951 9113 SH SOLE 9113 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5212 25216 SH SOLE 12037 0 13179 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6547 67299 SH SOLE 67299 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3294 63287 SH SOLE 63287 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6208 126408 SH SOLE 126408 0 0 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 289 6000 SH SOLE 0 0 6000