Seven Post Investment Office LP Long-Term Concentrated

Location: San Francisco, CA

CIK: 0001554308 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 12, 2018

Total Value: $22.82M (100.0% shares, 0.0% debt)

Holdings (5)

— US Large-Cap (S&P 500 Index) 39.8%

Value $9.086M Shares 34,049 Est. Cost $167.50 Unrealized —

VEA Developed Markets ex U.S. (FTS 23.8%

Value $5.421M Shares 120,843 Est. Cost $36.55 Unrealized —

VWO Emerging Markets (FTSE Index) 14.8%

Value $3.388M Shares 73,797 Est. Cost $37.94 Unrealized —

VT Total World Stock (FTSE Global 13.4%

Value $3.069M Shares 41,330 Est. Cost $53.06 Unrealized —

EFA Europe, Australia, Asia and Pa 8.1%

Value $1.854M Shares 26,365 Est. Cost $57.35 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	US Large-Cap (S&P 500 Index)	34,049	$9.086M	39.8%	$167.50	—	ETF	78462f103
VEA	Developed Markets ex U.S. (FTS	120,843	$5.421M	23.8%	$36.55	—	ETF	921943858
VWO	Emerging Markets (FTSE Index)	73,797	$3.388M	14.8%	$37.94	—	ETF	922042858
VT	Total World Stock (FTSE Global	41,330	$3.069M	13.4%	$53.06	—	ETF	922042742
EFA	Europe, Australia, Asia and Pa	26,365	$1.854M	8.1%	$57.35	—	ETF	464287465