Seven Post Investment Office LP Long-Term Concentrated

CIK: 0001554308 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 3, 2018

Total Value ($000): $23,949 (100.0% shares, 0.0% debt)

Holdings (5)

— US Large-Cap (S&P 500 Index) 39.6%

Value ($000) $9,491 Shares 36,068 Est. Cost $172.86 Unrealized —

VEA Developed Markets ex U.S. (FTS 24.9%

Value ($000) $5,961 Shares 134,719 Est. Cost $37.34 Unrealized —

VWO Emerging Markets (FTSE Index) 15.1%

Value ($000) $3,617 Shares 76,987 Est. Cost $38.31 Unrealized —

VT Total World Stock (FTSE Global 12.7%

Value ($000) $3,043 Shares 41,330 Est. Cost $53.06 Unrealized —

EFA Europe, Australia, Asia and Pa 7.7%

Value ($000) $1,837 Shares 26,365 Est. Cost $57.35 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	US Large-Cap (S&P 500 Index)	36,068	$9,491	39.6%	$172.86	—	ETF	78462f103
VEA	Developed Markets ex U.S. (FTS	134,719	$5,961	24.9%	$37.34	—	ETF	921943858
VWO	Emerging Markets (FTSE Index)	76,987	$3,617	15.1%	$38.31	—	ETF	922042858
VT	Total World Stock (FTSE Global	41,330	$3,043	12.7%	$53.06	—	ETF	922042742
EFA	Europe, Australia, Asia and Pa	26,365	$1,837	7.7%	$57.35	—	ETF	464287465