Chief Compliance Officer

0001172661-22-001740.txt : 20220808 0001172661-22-001740.hdr.sgml : 20220808 20220808161013 ACCESSION NUMBER: 0001172661-22-001740 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220808 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220808 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: 221144449 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 06-30-2022 06-30-2022 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 Chief Compliance Officer 415-341-9200 /s/ Lesley Tepper San Francisco CA 08-08-2022 0 48 268920 INFORMATION TABLE 2 infotable.xml ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 447 25808 SH SOLE 25808 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 326 2870 SH SOLE 2120 0 750 ALPHABET INC CAP STK CL A 02079K305 215 99 SH SOLE 24 0 75 ALPHABET INC CAP STK CL C 02079K107 1015 464 SH SOLE 36 0 428 AMAZON COM INC COM 023135106 448 4220 SH SOLE 4200 0 20 APPLE INC COM 037833100 1880 13754 SH SOLE 4800 0 8954 ARISTA NETWORKS INC COM 040413106 459 4900 SH SOLE 0 0 4900 BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 362 1328 SH SOLE 1114 0 214 CHARLES RIV LABS INTL INC COM 159864107 775 3624 SH SOLE 0 0 3624 CROWDSTRIKE HLDGS INC CL A 22788C105 506 3000 SH Put SOLE 0 0 3000 CROWDSTRIKE HLDGS INC CL A 22788C105 4451 26408 SH SOLE 0 0 26408 DISNEY WALT CO COM 254687106 314 3324 SH SOLE 864 0 2460 EQUITY LIFESTYLE PPTYS INC COM 29472R108 12759 181050 SH SOLE 181050 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 20811 288161 SH SOLE 287851 0 310 INTEGER HLDGS CORP COM 45826H109 508 7190 SH SOLE 0 0 7190 INVESCO QQQ TR UNIT SER 1 46090E103 583 2080 SH SOLE 2080 0 0 ISHARES TR MSCI EAFE ETF 464287465 1752 28037 SH SOLE 28037 0 0 ISHARES TR MSCI ACWI ETF 464288257 209 2488 SH SOLE 2488 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 212 2532 SH SOLE 2532 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 506 8390 SH SOLE 8390 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1933 20913 SH SOLE 20913 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1720 7605 SH SOLE 7605 0 0 KKR & CO INC COM 48251W104 866 18700 SH SOLE 0 0 18700 LENNOX INTL INC COM 526107107 51043 247076 SH SOLE 0 0 247076 MASTERCARD INCORPORATED CL A 57636Q104 368 1165 SH SOLE 0 0 1165 MATSON INC COM 57686G105 7689 105507 SH SOLE 0 0 105507 META PLATFORMS INC CL A 30303M102 489 3035 SH SOLE 1030 0 2005 MICROSOFT CORP COM 594918104 497 1937 SH SOLE 1200 0 737 PROLOGIS INC. COM 74340W103 10756 91427 SH SOLE 72471 0 18956 PUBLIC STORAGE COM 74460D109 8403 26875 SH SOLE 26875 0 0 SALESFORCE INC COM 79466L302 5715 34629 SH SOLE 266 0 34363 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 231 1819 SH SOLE 1819 0 0 SPDR GOLD TR GOLD SHS 78463V107 203 1205 SH SOLE 0 0 1205 SPDR S&P 500 ETF TR TR UNIT 78462F103 25002 66274 SH SOLE 66274 0 0 SUMO LOGIC INC COM 86646P103 127 17000 SH SOLE 0 0 17000 TESLA INC COM 88160R101 505 750 SH SOLE 0 0 750 UBER TECHNOLOGIES INC COM 90353T100 512 25000 SH SOLE 0 0 25000 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 70534 774168 SH SOLE 774168 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 334 1697 SH SOLE 1697 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4380 23222 SH SOLE 11713 0 11509 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6256 73302 SH SOLE 73302 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4815 115610 SH SOLE 114460 0 1150 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4345 86692 SH SOLE 86692 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1093 17200 SH SOLE 17200 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 816 5686 SH SOLE 5686 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 11130 272785 SH SOLE 272785 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 211 750 SH SOLE 0 0 750