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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
DJPBarclays Bank Plc
Recent Activity
Decreased -7.09%
0.92%
$2.079M
64,789 shares@ $32.1 avg price
DLSWisdomtree Tr
Recent Activity
Decreased -9.66%
0.86%
$1.933M
30,705 shares@ $62.96 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
EPPIshares Inc
Recent Activity
Decreased -8.26%
0.82%
$1.854M
42,313 shares@ $43.82 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 18.72%
0.8%
$1.8M
7,740 shares@ $232.52 avg price
VPUVanguard World Fd
Recent Activity
Decreased -1.93%
0.76%
$1.721M
10,530 shares@ $163.43 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 12.58%
0.74%
$1.66M
19,376 shares@ $85.67 avg price