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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
DTDWisdomtree Tr
Recent Activity
Decreased -0.17%
0.47%
$1.059M
13,960 shares@ $75.87 avg price
IEURIshares Tr
Recent Activity
Decreased -3.37%
0.4%
$904,704
16,760 shares@ $53.98 avg price
ILFIshares Tr
Recent Activity
Decreased -4.37%
0.3%
$674,605
32,262 shares@ $20.92 avg price
ESGDIshares Tr
Recent Activity
Decreased -2.78%
0.29%
$651,836
8,561 shares@ $76.15 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -8.11%
0.25%
$563,845
12,803 shares@ $44.05 avg price
PSKSpdr Ser Tr
Recent Activity
Decreased -3.95%
0.25%
$560,335
16,985 shares@ $32.99 avg price
IXUSIshares Tr
Recent Activity
Decreased -4.63%
0.19%
$419,595
6,344 shares@ $66.15 avg price
GXCSpdr Index Shs Fds
Recent Activity
Decreased -4.97%
0.18%
$405,578
5,345 shares@ $75.88 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.6%
0.16%
$351,755
3,270 shares@ $107.58 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -9.31%
0.14%
$309,636
6,475 shares@ $47.83 avg price