Chief Compliance Officer

0001172661-24-001931.txt : 20240425 0001172661-24-001931.hdr.sgml : 20240425 20240425094455 ACCESSION NUMBER: 0001172661-24-001931 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seven Post Investment Office LP CENTRAL INDEX KEY: 0001554308 ORGANIZATION NAME: 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: 24873384 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 03-31-2024 03-31-2024 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 Chief Compliance Officer 415-341-9200 /s/ Lesley Tepper San Francisco CA 04-25-2024 0 55 409551138 INFORMATION TABLE 2 infotable.xml ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 406916 19158 SH SOLE 19158 0 0 ALPHABET INC CAP STK CL C 02079K107 1382521 9080 SH SOLE 720 0 8360 ALPHABET INC CAP STK CL A 02079K305 8592747 56932 SH SOLE 640 0 56292 AMAZON COM INC COM 023135106 797280 4420 SH SOLE 4200 0 220 APOLLO GLOBAL MGMT INC COM 03769M106 238394 2120 SH SOLE 0 0 2120 APPLE INC COM 037833100 2053719 11976 SH SOLE 4951 0 7025 ARISTA NETWORKS INC COM 040413106 1130922 3900 SH SOLE 0 0 3900 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1757353 4179 SH SOLE 3006 0 1173 BERKSHIRE HATHAWAY INC DEL CL A 084670108 634440 1 SH SOLE 0 0 1 CHARLES RIV LABS INTL INC COM 159864107 440023 1624 SH SOLE 0 0 1624 COSTCO WHSL CORP NEW COM 22160K105 229313 313 SH SOLE 38 0 275 CROWDSTRIKE HLDGS INC CL A 22788C105 8466141 26408 SH SOLE 0 0 26408 D R HORTON INC COM 23331A109 445930 2710 SH SOLE 2710 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 11893662 184684 SH SOLE 184684 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 19137392 303239 SH SOLE 300468 0 2771 FIRST HAWAIIAN INC COM 32051X108 456087 20769 SH SOLE 0 0 20769 FREIGHTOS LTD ORD SHS G51405101 196478 80195 SH SOLE 0 0 80195 INTEGER HLDGS CORP COM 45826H109 617821 5295 SH SOLE 0 0 5295 ISHARES INC CORE MSCI EMKT 46434G103 396959 7693 SH SOLE 7693 0 0 ISHARES SILVER TR ISHARES 46428Q109 5437250 239000 SH SOLE 239000 0 0 ISHARES TR MSCI EAFE ETF 464287465 1778722 22273 SH SOLE 22273 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 291079 2532 SH SOLE 2532 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1522030 20507 SH SOLE 20507 0 0 ISHARES TR CORE S&P500 ETF 464287200 2029318 3860 SH SOLE 3860 0 0 ISHARES TR MSCI ACWI ETF 464288257 274003 2488 SH SOLE 2488 0 0 ISHARES TR SHORT TREAS BD 464288679 12892284 116630 SH SOLE 63586 0 53044 ISHARES TR CORE S&P SCP ETF 464287804 696055 6298 SH SOLE 6298 0 0 KKR & CO INC COM 48251W104 1880846 18700 SH SOLE 0 0 18700 LENNOX INTL INC COM 526107107 120760866 247076 SH SOLE 0 0 247076 MASTERCARD INCORPORATED CL A 57636Q104 561029 1165 SH SOLE 0 0 1165 MATSON INC COM 57686G105 10989760 97774 SH SOLE 0 0 97774 MERCADOLIBRE INC COM 58733R102 402181 266 SH SOLE 0 0 266 META PLATFORMS INC CL A 30303M102 1376980 2836 SH SOLE 1030 0 1806 MICROSOFT CORP COM 594918104 867525 2062 SH SOLE 1275 0 787 NETFLIX INC COM 64110L106 626157 1031 SH SOLE 1030 0 1 PROLOGIS INC. COM 74340W103 20586819 158093 SH SOLE 139137 0 18956 PUBLIC STORAGE COM 74460D109 8397009 28949 SH SOLE 28777 0 172 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 588290 12203 SH SOLE 2438 0 9765 SHOPIFY INC CL A 82509L107 378133 4900 SH SOLE 0 0 4900 SPDR GOLD TR GOLD SHS 78463V107 247893 1205 SH SOLE 0 0 1205 SPDR S&P 500 ETF TR TR UNIT 78462F103 35625880 68109 SH SOLE 67614 0 495 TESLA INC COM 88160R101 395527 2250 SH SOLE 0 0 2250 UDEMY INC COM 902685106 207676 18914 SH SOLE 0 0 18914 VANGUARD INDEX FDS SMALL CP ETF 922908751 2495746 10918 SH SOLE 10918 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 235062 489 SH SOLE 489 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2602292 10415 SH SOLE 10415 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 14025129 53964 SH SOLE 34943 0 19021 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 67852862 784608 SH SOLE 784608 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1456783 8945 SH SOLE 8945 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7837882 70931 SH SOLE 70931 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4043316 96800 SH SOLE 96800 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3637533 75956 SH SOLE 75956 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 650431 8271 SH SOLE 8271 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 4847103 83470 SH SOLE 5395 0 78075 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 11779589 234793 SH SOLE 234793 0 0