test

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
XLVSelect Sector Spdr Tr
Recent Activity
Increased 14.24%
2.51%
$5.699M
41,429 shares@ $137.58 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
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
QQQInvesco Qqq Tr
Recent Activity
Increased 14.48%
1.88%
$4.266M
8,344 shares@ $511.23 avg price
AAPLApple Inc
Recent Activity
Increased 3.19%
1.69%
$3.832M
15,302 shares@ $250.43 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 12.75%
1.19%
$2.685M
55,558 shares@ $48.33 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 12.04%
1.04%
$2.346M
48,448 shares@ $48.43 avg price
AGGYWisdomtree Tr
Recent Activity
Increased 1.12%
0.93%
$2.097M
48,847 shares@ $42.92 avg price