SPIO
Seven Post Investment Office Portfolio holdings
AUM
$280M
1-Year Est. Return
9.25%
This Fund
S&P 500
1 Year Est. Return
+9.25%
AUM
$280M
AUM Growth
+$2.06M
(+0.74%)
Holding
38
Top Buys
| 1 | +$1.11M | |
| 2 | +$1.09M | |
| 3 | +$738K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$695K |
| 5 |
NVIDIA
NVDA
|
+$588K |
Top Sells
| 1 | +$3.02M | |
| 2 | +$1.89M | |
| 3 | +$1.49M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$871K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$286K |
Sector Composition
| 1 | Real Estate | 23.77% |
| 2 | Energy | 4.79% |
| 3 | Technology | 1.3% |
| 4 | Financials | 0.76% |
| 5 | Communication Services | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Russell 1000 Value ETF
VONV
$15.2B
| $722K | 0.26% |
7,825
|
|
||
27
abrdn Physical Gold Shares ETF
SGOL
$8.38B
| $636K | 0.23% |
15,487
|
|
||
28
Microsoft
MSFT
$3.2T
| $617K | 0.22% |
1,275
|
|
||
|
29
NVIDIA
NVDA
$4.65T
| $588K | 0.21% |
+3,151
|
|
||
30
iShares Core MSCI Emerging Markets ETF
IEMG
$138B
| $493K | 0.18% |
7,339
-354
|
|
||
31
iShares ESG Aware MSCI USA ETF
ESGU
$15.9B
| $377K | 0.13% |
2,532
|
|
||
32
iShares MSCI ACWI ETF
ACWI
$26.8B
| $352K | 0.13% |
2,488
|
|
||
33
Amazon
AMZN
$2.56T
| $277K | 0.1% |
1,200
|
|
||
34
Tanger
SKT
$3.75B
| $267K | 0.1% |
8,000
|
|
||
35
Alphabet (Google) Class C
GOOG
$4.09T
| $226K | 0.08% |
+720
|
|
||
36
Vanguard S&P 500 ETF
VOO
$851B
| $221K | 0.08% |
352
-28
|
|
||
37
Pebblebrook Hotel Trust
PEB
$1.3B
| $136K | 0.05% |
12,000
|
|
||
38
iShares S&P 100 ETF
OEF
$29.4B
| – | – |
-9,086
|
|