News + Filings Holdings
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Seven Post Investment Office LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SCHWAB STRATEGIC TRUST
| SCHO | Common | 15,923 | -44,951 | 765,262,000 | -2,171,320,000 | 0.23 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 67,862 | -22,070 | 3,917,673,000 | -1,282,195,000 | 1.19 | |
Hist
| 06/30/2023 |
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VANGUARD MALVERN FUNDS
| VTIP | Common | 96,726 | -12,255 | 4,586,747,000 | -503,756,000 | 1.40 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 7,693 | -10,918 | 379,188,000 | -489,946,000 | 0.12 | |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 2,924 | -400 | 261,055,000 | -27,734,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 103,568 | -175 | 4,213,165,000 | 169,250,000 | 1.28 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 250,494 | -19,707 | 11,567,822,000 | 227,477,000 | 3.52 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VT | Common | 71,647 | -1,908 | 6,948,314,000 | 608,606,000 | 2.12 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 13,639 | -55 | 2,645,543,000 | 866,252,000 | 0.81 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 52,680 | -3,189 | 11,604,294,000 | 922,783,000 | 3.54 | |
Hist
| 06/30/2023 |
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