Chief Compliance Officer

0001172661-22-000580.txt : 20220214 0001172661-22-000580.hdr.sgml : 20220214 20220214133738 ACCESSION NUMBER: 0001172661-22-000580 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22628932 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 12-31-2021 12-31-2021 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 02-14-2022 0 49 370102 INFORMATION TABLE 2 infotable.xml ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 316 17968 SH SOLE 17968 0 0 ALPHABET INC CAP STK CL A 02079K305 287 99 SH SOLE 24 0 75 ALPHABET INC CAP STK CL C 02079K107 1342 464 SH SOLE 36 0 428 AMAZON COM INC COM 023135106 703 211 SH SOLE 210 0 1 APPLE INC COM 037833100 2467 13896 SH SOLE 4800 0 9096 ARISTA NETWORKS INC COM 040413106 704 4900 SH SOLE 0 0 4900 BERKSHIRE HATHAWAY INC DEL CL A 084670108 451 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 397 1328 SH SOLE 1114 0 214 CHARLES RIV LABS INTL INC COM 159864107 1365 3624 SH SOLE 0 0 3624 CROWDSTRIKE HLDGS INC CL A 22788C105 7526 36758 SH SOLE 0 0 36758 CROWDSTRIKE HLDGS INC. CL A 22788C105 553 2700 SH Put SOLE 0 0 2700 DISNEY WALT CO COM 254687106 515 3324 SH SOLE 864 0 2460 EQUITY LIFESTYLE PPTYS INC COM 29472R108 25014 285350 SH SOLE 285350 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 34295 378956 SH SOLE 378646 0 310 INTEGER HLDGS CORP COM 45826H109 615 7190 SH SOLE 0 0 7190 ISHARES TR MSCI ACWI ETF 464288257 908 8588 SH SOLE 8588 0 0 ISHARES TR MSCI EAFE ETF 464287465 2074 26365 SH SOLE 26365 0 0 KKR & CO INC COM 48251W104 1393 18700 SH SOLE 0 0 18700 LENNOX INTL INC COM 526107107 80142 247076 SH SOLE 0 0 247076 MASTERCARD INCORPORATED CL A 57636Q104 419 1165 SH SOLE 0 0 1165 MATSON INC COM 57686G105 9455 105016 SH SOLE 0 0 105016 MEDTRONIC PLC SHS G5960L103 207 2000 SH SOLE 0 0 2000 MERCADOLIBRE INC COM 58733R102 359 266 SH SOLE 0 0 266 META PLATFORMS INC CL A 30303M102 674 2005 SH SOLE 0 0 2005 MICROSOFT CORP COM 594918104 652 1937 SH SOLE 1200 0 737 PROLOGIS INC. COM 74340W103 12201 72471 SH SOLE 72471 0 0 PUBLIC STORAGE COM 74460D109 10066 26875 SH SOLE 26875 0 0 SALESFORCE COM INC COM 79466L302 8801 34629 SH SOLE 266 0 34363 SHOPIFY INC CL A 82509L107 675 490 SH SOLE 0 0 490 SPDR GOLD TR GOLD SHS 78463V107 206 1205 SH SOLE 0 0 1205 SPDR S&P 500 ETF TR TR UNIT 78462F103 26637 56082 SH SOLE 56074 0 8 STARBUCKS CORP COM 855244109 234 2003 SH SOLE 0 0 2003 SUMO LOGIC INC COM 86646P103 231 17000 SH SOLE 0 0 17000 TESLA INC COM 88160R101 793 750 SH SOLE 0 0 750 UBER TECHNOLOGIES INC COM 90353T100 1048 25000 SH SOLE 0 0 25000 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 259 3055 SH SOLE 3055 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2460 10884 SH SOLE 10884 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 89835 774371 SH SOLE 774371 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2666 10466 SH SOLE 10466 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5957 24674 SH SOLE 11963 0 12711 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7230 67299 SH SOLE 67299 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4587 92737 SH SOLE 91587 0 1150 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 9563 103093 SH SOLE 103093 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1986 24440 SH SOLE 24440 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 236 4470 SH SOLE 4470 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 205 1192 SH SOLE 1192 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 10848 212466 SH SOLE 212466 0 0 WALKER & DUNLOP INC COM 93148P102 234 1550 SH SOLE 0 0 1550 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 311 6000 SH SOLE 0 0 6000