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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
EWUIshares Tr
Recent Activity
Decreased -6.52%
1.84%
$4.159M
122,678 shares@ $33.91 avg price
AGGIshares Tr
Recent Activity
Decreased -7.65%
1.74%
$3.942M
40,680 shares@ $96.91 avg price
AAPLApple Inc
Recent Activity
Increased 3.19%
1.69%
$3.832M
15,302 shares@ $250.43 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -8.45%
1.42%
$3.208M
65,398 shares@ $49.06 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 12.75%
1.19%
$2.685M
55,558 shares@ $48.33 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -4.73%
1.16%
$2.612M
41,154 shares@ $63.47 avg price
VGTVanguard World Fd
Recent Activity
Decreased -3.4%
1.05%
$2.362M
3,799 shares@ $621.8 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 12.04%
1.04%
$2.346M
48,448 shares@ $48.43 avg price
EMBIshares Tr
Recent Activity
Decreased -6.51%
0.95%
$2.154M
24,189 shares@ $89.05 avg price
AGGYWisdomtree Tr
Recent Activity
Increased 1.12%
0.93%
$2.097M
48,847 shares@ $42.92 avg price