Christopher Casanega

@Sharper & Granite Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$227.127M

Total holdings102

Assets growth rate1.34%

Assets growth rate (2-Q avg)4.12%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sharper & Granite Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Sharper & Granite Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 227.127M in assets, with a quarterly growth rate of 1.34% and a 2-quarter average growth rate of 4.12%. The portfolio is managed by Christopher Casanega, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
USFRWisdomtree Tr Recent Activity Increased 0.48%	5.31%	$12.057M 239,600 shares@ $50.33 avg price	Increased 0.48%
XLPSelect Sector Spdr Tr Recent Activity Increased 3.68%	4.65%	$10.551M 134,224 shares@ $78.62 avg price	Increased 3.68%
XLISelect Sector Spdr Tr Recent Activity Increased 14.1%	4.06%	$9.204M 69,856 shares@ $131.77 avg price	Increased 14.1%
VTIVanguard Index Fds Recent Activity Increased 1.25%	3.85%	$8.733M 30,133 shares@ $289.82 avg price	Increased 1.25%
VHTVanguard World Fd Recent Activity Increased 5.72%	3.29%	$7.453M 29,378 shares@ $253.7 avg price	Increased 5.72%
VTVVanguard Index Fds Recent Activity Increased 0.74%	2.83%	$6.416M 37,895 shares@ $169.31 avg price	Increased 0.74%
VCSHVanguard Scottsdale Fds Recent Activity Increased 2.82%	2.77%	$6.277M 80,470 shares@ $78.02 avg price	Increased 2.82%
VOEVanguard Index Fds Recent Activity Increased 1.02%	2.69%	$6.109M 37,766 shares@ $161.78 avg price	Increased 1.02%
VDCVanguard World Fd Recent Activity Increased 3.43%	2.61%	$5.923M 28,020 shares@ $211.39 avg price	Increased 3.43%
XLCSelect Sector Spdr Tr Recent Activity Increased 12.5%	2.53%	$5.742M 59,313 shares@ $96.82 avg price	Increased 12.5%