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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
IGVIshares Tr
Recent Activity
Increased 3.01%
0.93%
$2.095M
20,920 shares@ $100.13 avg price
PFFIshares Tr
Recent Activity
Increased 5.03%
0.85%
$1.917M
60,968 shares@ $31.45 avg price
VNQVanguard Index Fds
Recent Activity
Increased 9.64%
0.84%
$1.906M
21,398 shares@ $89.08 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 20.64%
0.83%
$1.866M
4,385 shares@ $425.51 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 18.72%
0.8%
$1.8M
7,740 shares@ $232.52 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 12.58%
0.74%
$1.66M
19,376 shares@ $85.67 avg price
PCYInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 7.92%
0.72%
$1.634M
82,455 shares@ $19.82 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 3.68%
0.71%
$1.611M
21,286 shares@ $75.7 avg price
USRTIshares Tr
Recent Activity
Increased 13.9%
0.68%
$1.538M
26,835 shares@ $57.32 avg price
VDEVanguard World Fd
Recent Activity
Increased 2.83%
0.67%
$1.508M
12,428 shares@ $121.32 avg price