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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
XLBSelect Sector Spdr Tr
Recent Activity
Increased 2.72%
0.6%
$1.354M
16,095 shares@ $84.15 avg price
AGZIshares Tr
Recent Activity
Decreased -2.62%
0.53%
$1.201M
11,127 shares@ $107.97 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 6.34%
0.52%
$1.176M
35,899 shares@ $32.77 avg price
IAUIshares Gold Tr
Recent Activity
Increased 139.43%
0.52%
$1.174M
23,715 shares@ $49.52 avg price
COSTCostco Whsl Corp New
Recent Activity
0.5%
$1.135M
1,239 shares@ $916.28 avg price
VPLVanguard Intl Equity Index F
Recent Activity
Decreased -15.18%
0.5%
$1.119M
15,750 shares@ $71.04 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 12.75%
0.49%
$1.112M
4,955 shares@ $224.36 avg price
VAWVanguard World Fd
Recent Activity
Increased 2.59%
0.49%
$1.109M
5,903 shares@ $187.85 avg price
XBISpdr Ser Tr
Recent Activity
Increased 3.26%
0.48%
$1.085M
12,053 shares@ $90.07 avg price
EWHIshares Inc
Recent Activity
Decreased -0.06%
0.48%
$1.072M
64,318 shares@ $16.67 avg price