0001172661-22-001029.txt : 20220318 0001172661-22-001029.hdr.sgml : 20220318 20220318135501 ACCESSION NUMBER: 0001172661-22-001029 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20220318 DATE AS OF CHANGE: 20220318 EFFECTIVENESS DATE: 20220318 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-15323 FILM NUMBER: 22751967 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001554308 XXXXXXXX 06-30-2021 06-30-2021 true 01 RESTATEMENT 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 03-18-2022 0 37 180953 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609w102 385 1700 SH SOLE 950 0 750 ALPHABET INC CAP STK CL C 02079k107 1073 428 SH SOLE 0 0 428 AMAZON COM INC COM 023135106 519 151 SH SOLE 150 0 1 APPIAN CORP CL A 03782l101 303 2200 SH SOLE 0 0 2200 APPLE INC COM 037833100 1217 8886 SH SOLE 0 0 8886 ARISTA NETWORKS INC COM 040413106 444 1225 SH SOLE 0 0 1225 BERKSHIRE HATHAWAY INC DEL CL A 084670108 419 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 299 1074 SH SOLE 910 0 164 CHARLES RIV LABS INTL INC COM 159864107 1341 3624 SH SOLE 0 0 3624 CINCINNATI BELL INC NEW COM NEW 171871502 217 14056 SH SOLE 0 0 14056 DISNEY WALT CO COM 254687106 432 2460 SH SOLE 0 0 2460 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 907 14325 SH SOLE 14325 0 0 FACEBOOK INC CL A 30303m102 697 2005 SH SOLE 0 0 2005 INTEGER HLDGS CORP COM 45826h109 677 7190 SH SOLE 0 0 7190 ISHARES TR MSCI ACWI ETF 464288257 869 8588 SH SOLE 8588 0 0 ISHARES TR MSCI EAFE ETF 464287465 2080 26365 SH SOLE 26365 0 0 KKR & CO INC COM 48251w104 1108 18700 SH SOLE 0 0 18700 LENNOX INTL INC COM 526107107 85529 243811 SH SOLE 0 0 243811 MASTERCARD INCORPORATED CL A 57636q104 425 1165 SH SOLE 0 0 1165 MATSON INC COM 57686g105 5115 79926 SH SOLE 0 0 79926 MEDTRONIC PLC SHS g5960l103 248 2000 SH SOLE 0 0 2000 MERCADOLIBRE INC COM 58733r102 414 266 SH SOLE 0 0 266 PROOFPOINT INC COM 743424103 3223 18551 SH SOLE 0 0 18551 SHOPIFY INC CL A 82509l107 716 490 SH SOLE 0 0 490 SLACK TECHNOLOGIES INC COM CL A 83088v102 19769 446261 SH SOLE 3436 0 442825 SPDR S&P 500 ETF TR TR UNIT 78462f103 20150 47073 SH SOLE 47073 0 0 SPDR SER TR S&P BIOTECH 78464a870 329 2429 SH SOLE 2429 0 0 STARBUCKS CORP COM 855244109 224 2003 SH SOLE 0 0 2003 TESLA INC COM 88160r101 510 750 SH SOLE 0 0 750 UBER TECHNOLOGIES INC COM 90353t100 1253 25000 SH SOLE 0 0 25000 VANGUARD INDEX FDS MID CAP ETF 922908629 2087 8793 SH SOLE 8793 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2053 9113 SH SOLE 9113 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5670 25447 SH SOLE 11986 0 13461 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5911 108827 SH SOLE 107579 0 1248 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7084 68369 SH SOLE 67299 0 1070 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6921 134319 SH SOLE 131319 0 3000 WISDOMTREE TR CLOUD COMPUTNG 97717y691 335 6000 SH SOLE 0 0 6000