0001172661-22-001031.txt : 20220318 0001172661-22-001031.hdr.sgml : 20220318 20220318140308 ACCESSION NUMBER: 0001172661-22-001031 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 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: 22751993 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 09-30-2021 09-30-2021 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 45 251555 INFORMATION TABLE 2 infotable.xml ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326a104 316 18738 SH SOLE 18738 0 0 ALPHABET INC CAP STK CL A 02079k305 201 75 SH SOLE 0 0 75 ALPHABET INC CAP STK CL C 02079k107 1141 428 SH SOLE 0 0 428 AMAZON COM INC COM 023135106 496 151 SH SOLE 150 0 1 APPIAN CORP CL A 03782l101 204 2200 SH SOLE 0 0 2200 APPLE INC COM 037833100 1258 8888 SH SOLE 0 0 8888 ARISTA NETWORKS INC COM 040413106 421 1225 SH SOLE 0 0 1225 BERKSHIRE HATHAWAY INC DEL CL A 084670108 411 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 293 1074 SH SOLE 910 0 164 CHARLES RIV LABS INTL INC COM 159864107 1496 3624 SH SOLE 0 0 3624 CROWDSTRIKE HLDGS INC CL A 22788c105 664 2700 SH Put SOLE 0 0 2700 CROWDSTRIKE HLDGS INC CL A 22788c105 8491 34548 SH SOLE 0 0 34548 DISNEY WALT CO COM 254687106 416 2460 SH SOLE 0 0 2460 FACEBOOK INC CL A 30303m102 680 2005 SH SOLE 0 0 2005 INTEGER HLDGS CORP COM 45826h109 642 7190 SH SOLE 0 0 7190 ISHARES TR MSCI ACWI ETF 464288257 858 8588 SH SOLE 8588 0 0 ISHARES TR MSCI EAFE ETF 464287465 2057 26365 SH SOLE 26365 0 0 KKR & CO INC COM 48251w104 1138 18700 SH SOLE 0 0 18700 LENNOX INTL INC COM 526107107 72682 247076 SH SOLE 0 0 247076 MASTERCARD INCORPORATED CL A 57636q104 405 1165 SH SOLE 0 0 1165 MATSON INC COM 57686g105 6474 80213 SH SOLE 0 0 80213 MEDTRONIC PLC SHS g5960l103 251 2000 SH SOLE 0 0 2000 MERCADOLIBRE INC COM 58733r102 447 266 SH SOLE 0 0 266 MICROSOFT CORP COM 594918104 208 737 SH SOLE 0 0 737 SALESFORCE COM INC COM 79466l302 9392 34629 SH SOLE 266 0 34363 SHOPIFY INC CL A 82509l107 664 490 SH SOLE 0 0 490 SPDR S&P 500 ETF TR TR UNIT 78462f103 21214 49433 SH SOLE 49433 0 0 STARBUCKS CORP COM 855244109 221 2003 SH SOLE 0 0 2003 TESLA INC COM 88160r101 582 750 SH SOLE 0 0 750 UBER TECHNOLOGIES INC COM 90353t100 1120 25000 SH SOLE 0 0 25000 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 264 3085 SH SOLE 3085 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 280 1533 SH SOLE 0 0 1533 VANGUARD INDEX FDS GROWTH ETF 922908736 287 989 SH SOLE 0 0 989 VANGUARD INDEX FDS MID CAP ETF 922908629 2478 10466 SH SOLE 10466 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 78604 772292 SH SOLE 772292 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2380 10884 SH SOLE 10884 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5486 24703 SH SOLE 11992 0 12711 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3729 74578 SH SOLE 73330 0 1248 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6962 68369 SH SOLE 67299 0 1070 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206c870 5179 54856 SH SOLE 54856 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206c771 238 4470 SH SOLE 4470 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206c409 2014 24440 SH SOLE 24440 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 258 1681 SH SOLE 1190 0 491 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 8207 162546 SH SOLE 162546 0 0 WISDOMTREE TR CLOUD COMPUTNG 97717y691 346 6000 SH SOLE 0 0 6000