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Christopher Casanega

@Sharper & Granite Llc

Latest period2024 - Q4ReportedManaged Assets$227.127MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLCSelect Sector Spdr Tr
Recent Activity
Increased 12.5%
2.53%
$5.742M
59,313 shares@ $96.82 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 14.24%
2.51%
$5.699M
41,429 shares@ $137.58 avg price
VISVanguard World Fd
Recent Activity
Decreased -9.58%
2.5%
$5.663M
22,262 shares@ $254.4 avg price
VBRVanguard Index Fds
Recent Activity
Increased 2.63%
2.4%
$5.45M
27,502 shares@ $198.19 avg price
SJNKSpdr Ser Tr
Recent Activity
Increased 6.95%
2.36%
$5.358M
212,215 shares@ $25.26 avg price
VOXVanguard World Fd
Recent Activity
Decreased -6.08%
2.27%
$5.138M
33,159 shares@ $154.97 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 45.28%
2.24%
$5.077M
8,663 shares@ $586.08 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 50.99%
1.92%
$4.355M
86,457 shares@ $50.38 avg price
HEDJWisdomtree Tr
Recent Activity
Decreased -15.11%
1.9%
$4.306M
98,490 shares@ $43.73 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 14.48%
1.88%
$4.266M
8,344 shares@ $511.23 avg price