0001172661-23-000367.txt : 20230131 0001172661-23-000367.hdr.sgml : 20230131 20230131142321 ACCESSION NUMBER: 0001172661-23-000367 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230131 EFFECTIVENESS DATE: 20230131 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: 23571977 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 X0202 13F-HR LIVE false false false 0001554308 XXXXXXXX 12-31-2022 12-31-2022 false Seven Post Investment Office LP

One Montgomery Street, Suite 3150 San Francisco CA 94104

13F COMBINATION REPORT 028-15323 000157435 801-72411 0000932859 028-04558 000114310 801-60485 PARAMETRIC PORTFOLIO ASSOCIATES LLC N Lesley Tepper 415-341-9200 /s/ Lesley Tepper San Francisco CA 01-31-2023 0 55 284441318 INFORMATION TABLE 2 infotable.xml ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 501843 28726 SH SOLE 28726 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 252819 2870 SH SOLE 2120 0 750 ALPHABET INC CAP STK CL C 02079K107 823415 9280 SH SOLE 720 0 8560 AMAZON COM INC COM 023135106 354480 4220 SH SOLE 4200 0 20 APPLE INC COM 037833100 1779291 13694 SH SOLE 4800 0 8894 ARISTA NETWORKS INC COM 040413106 594615 4900 SH SOLE 0 0 4900 BERKSHIRE HATHAWAY INC DEL CL A 084670108 468711 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1329197 4303 SH SOLE 2942 0 1361 BLACKROCK INC COM 09247X101 212589 300 SH SOLE 300 0 0 BLACKSTONE INC COM 09260D107 691674 9323 SH SOLE 6324 0 2999 CHARLES RIV LABS INTL INC COM 159864107 353870 1624 SH SOLE 0 0 1624 CROWDSTRIKE HLDGS INC CL A 22788C105 2780498 26408 SH SOLE 0 0 26408 CROWDSTRIKE HLDGS INC CL A 22788C105 315870 3000 SH Put SOLE 0 0 3000 D R HORTON INC COM 23331A109 241569 2710 SH SOLE 2710 0 0 DISNEY WALT CO COM 254687106 288789 3324 SH SOLE 864 0 2460 EQUITY LIFESTYLE PPTYS INC COM 29472R108 11695816 181050 SH SOLE 181050 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 16962773 287505 SH SOLE 287195 0 310 FIRST HAWAIIAN INC COM 32051X108 540825 20769 SH SOLE 0 0 20769 INTEGER HLDGS CORP COM 45826H109 362496 5295 SH SOLE 0 0 5295 ISHARES INC CORE MSCI EMKT 46434G103 869134 18611 SH SOLE 18611 0 0 ISHARES TR MSCI ACWI ETF 464288257 211181 2488 SH SOLE 2488 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 214587 2532 SH SOLE 2532 0 0 ISHARES TR MSCI EAFE ETF 464287465 1730599 26365 SH SOLE 26365 0 0 ISHARES TR CORE MSCI EAFE 46432F842 739742 12001 SH SOLE 12001 0 0 ISHARES TR CORE S&P SCP ETF 464287804 834819 8821 SH SOLE 8821 0 0 KKR & CO INC COM 48251W104 868054 18700 SH SOLE 0 0 18700 LENNOX INTL INC COM 526107107 59107991 247076 SH SOLE 0 0 247076 MASTERCARD INCORPORATED CL A 57636Q104 405105 1165 SH SOLE 0 0 1165 MATSON INC COM 57686G105 6641062 106240 SH SOLE 0 0 106240 MERCADOLIBRE INC COM 58733R102 225100 266 SH SOLE 0 0 266 META PLATFORMS INC CL A 30303M102 365232 3035 SH SOLE 1030 0 2005 MICROSOFT CORP COM 594918104 464531 1937 SH SOLE 1200 0 737 NETFLIX INC COM 64110L106 304021 1031 SH SOLE 1030 0 1 NIKE INC CL B 654106103 203597 1740 SH SOLE 1740 0 0 PROLOGIS INC. COM 74340W103 17374725 154127 SH SOLE 135171 0 18956 PUBLIC STORAGE COM 74460D109 7530128 26875 SH SOLE 26875 0 0 SALESFORCE INC COM 79466L302 4591459 34629 SH SOLE 266 0 34363 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2936582 60874 SH SOLE 45619 0 15255 SPDR GOLD TR GOLD SHS 78463V107 204416 1205 SH SOLE 0 0 1205 SPDR S&P 500 ETF TR TR UNIT 78462F103 25889186 67697 SH SOLE 67697 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 452089 1021 SH SOLE 1021 0 0 SUMO LOGIC INC COM 86646P103 137700 17000 SH SOLE 0 0 17000 TESLA INC COM 88160R101 277155 2250 SH SOLE 0 0 2250 UBER TECHNOLOGIES INC COM 90353T100 618250 25000 SH SOLE 0 0 25000 VANGUARD INDEX FDS VALUE ETF 922908744 1255610 8945 SH SOLE 8945 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 62065019 752486 SH SOLE 752486 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2003890 10918 SH SOLE 10918 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2122681 10415 SH SOLE 10415 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10681511 55869 SH SOLE 35044 0 20825 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4043915 103743 SH SOLE 103743 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6339708 73555 SH SOLE 73555 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5090503 108981 SH SOLE 108981 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 550683 8271 SH SOLE 8271 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5199868 89932 SH SOLE 24510 0 65422 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 11340345 270201 SH SOLE 270201 0 0