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Sharper & Granite

Latest statistics and disclosures from Sharper & Granite's latest quarterly 13F-HR filing:

Top 5 stock holdings are USFR, XLP, VTI, XLI, VHT, and represent 21.35% of Sharper & Granite's stock portfolio.
Added to shares of these 10 stocks: USFR, GBTC, IGV, JPST, XLP, HEDJ, XLV, DXJ, SJNK, AGG.
Started 2 new stock positions in GBTC, RIVN.
Reduced shares in these 10 stocks: XLC, IYH, DLS, VBR, Central Valley Community Ban, AAPL, IJS, VOX, GXC, VTV.
Sold out of its positions in Central Valley Community Ban, IYH, IJS, ICLN.
Sharper & Granite was a net buyer of stock by $5.9M.
Sharper & Granite has $207M in assets under management (AUM), dropping by 7.10%.
Central Index Key (CIK): 0001959415

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Portfolio Holdings for Sharper & Granite

Sharper & Granite holds 96 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	6.0	$13M	+17%	248k	50.35	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	4.3	$8.9M	+7%	120k	74.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.9	$8.2M		32k	257.18	View chart
Select Sector Spdr Tr Indl (XLI)	3.5	$7.3M	-2%	58k	125.67	View chart
Vanguard World Health Car Etf (VHT)	3.5	$7.3M		28k	262.38	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	3.4	$7.1M	+4%	66k	107.22	View chart
Vanguard World Industrial Etf (VIS)	3.0	$6.2M	+3%	26k	243.18	View chart
Vanguard Index Fds Value Etf (VTV)	2.9	$6.1M	-2%	38k	160.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.7	$5.5M	+3%	72k	76.93	View chart
Vanguard World Consum Stp Etf (VDC)	2.7	$5.5M		28k	198.52	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.5	$5.3M		34k	153.48	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	2.5	$5.1M	+9%	108k	47.32	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.4	$5.0M	+8%	35k	143.22	View chart
Vanguard World Comm Srvc Etf (VOX)	2.4	$4.9M	-4%	37k	132.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.3	$4.7M	-5%	25k	187.63	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	2.2	$4.5M	+7%	182k	24.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$4.5M	+6%	47k	96.68	View chart
Ishares Tr Msci Uk Etf New (EWU)	2.0	$4.2M	+2%	122k	34.16	View chart
Select Sector Spdr Tr Communication (XLC)	1.9	$3.9M	-8%	47k	82.52	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$3.8M	+6%	77k	48.93	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.7	$3.6M	+36%	71k	50.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$3.1M		7.1k	440.47	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.4	$2.9M		44k	66.76	View chart
Apple (AAPL)	1.2	$2.6M	-8%	15k	169.58	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.2	$2.5M		29k	89.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.1	$2.3M	+13%	73k	32.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$2.3M	+3%	4.4k	518.43	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	1.1	$2.2M	-3%	69k	32.36	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	1.1	$2.2M	+11%	51k	42.95	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$2.2M	+5%	45k	47.88	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.0	$2.1M	-11%	33k	64.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$1.9M	-6%	3.7k	518.38	View chart
Select Sector Spdr Tr Financial (XLF)	0.9	$1.9M	-4%	45k	41.57	View chart
Ishares Msci Pac Jp Etf (EPP)	0.9	$1.9M	-2%	43k	42.83	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$1.8M	+7%	18k	99.38	View chart
Ishares Tr Expanded Tech (IGV)	0.8	$1.6M	+409%	20k	84.17	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.8	$1.6M		22k	75.05	View chart
Vanguard World Energy Etf (VDE)	0.8	$1.6M	-4%	12k	136.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.6M		19k	83.94	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$1.6M		16k	98.08	View chart
Vanguard World Utilities Etf (VPU)	0.7	$1.5M	+11%	11k	141.70	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.7	$1.5M		23k	63.49	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.7	$1.4M		3.7k	388.86	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$1.4M	+4%	6.8k	206.45	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.7	$1.4M	-4%	20k	69.64	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.7	$1.4M		68k	20.38	View chart
Vanguard World Financials Etf (VFH)	0.7	$1.4M		14k	100.68	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.6	$1.3M	NEW	22k	59.99	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.6	$1.3M		14k	92.77	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.6	$1.3M	+8%	12k	107.22	View chart
Meta Platforms Cl A (META)	0.6	$1.2M	-6%	2.3k	527.34	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$1.2M		19k	65.16	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.6	$1.1M	-4%	22k	52.22	View chart
Vanguard World Materials Etf (VAW)	0.5	$1.1M	-8%	5.4k	203.66	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.5	$1.1M	+4%	33k	32.41	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.5	$1.1M		12k	90.18	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.5	$1.1M	+2%	36k	29.64	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$1.0M		9.4k	107.03	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.5	$997k	-8%	4.4k	228.39	View chart
Ishares Msci Hong Kg Etf (EWH)	0.4	$927k	+8%	59k	15.62	View chart
Ishares Tr Core Msci Euro (IEUR)	0.4	$918k	-14%	16k	57.34	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$906k		5.1k	178.84	View chart
Costco Wholesale Corporation (COST)	0.4	$897k		1.3k	713.72	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.4	$851k	-15%	30k	28.27	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.4	$834k	-4%	19k	44.47	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$770k	+4%	24k	31.82	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$742k	-3%	5.6k	132.51	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.3	$701k	-4%	6.5k	107.47	View chart
Arista Networks (ANET)	0.3	$686k		2.3k	297.60	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$662k	-4%	8.4k	79.12	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.3	$620k	-20%	18k	34.70	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.3	$613k		6.5k	93.91	View chart
Microsoft Corporation (MSFT)	0.3	$600k		1.4k	425.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$557k	-2%	13k	42.12	View chart
Planet Fitness Cl A (PLNT)	0.3	$545k		8.6k	63.14	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$497k	-12%	1.5k	342.78	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$495k	-14%	1.6k	309.28	View chart
Gilead Sciences (GILD)	0.2	$459k	-10%	6.6k	69.58	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$458k		9.0k	50.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$436k	+18%	6.5k	67.55	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$430k	-3%	10k	42.21	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$427k	+7%	5.8k	74.19	View chart
Exxon Mobil Corporation (XOM)	0.2	$399k		3.3k	121.37	View chart
Ishares Msci Brazil Etf (EWZ)	0.2	$383k		12k	31.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$375k	+5%	7.5k	49.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$359k	+6%	8.2k	43.95	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$330k	-17%	6.7k	49.23	View chart
Public Storage (PSA)	0.1	$303k		1.1k	282.57	View chart
Ishares Msci Em Asia Etf (EEMA)	0.1	$294k		4.3k	68.47	View chart
Spdr Index Shs Fds S&p China Etf (GXC)	0.1	$281k	-39%	4.2k	66.13	View chart
Bank of America Corporation (BAC)	0.1	$272k		7.3k	37.11	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$270k	+4%	8.3k	32.39	View chart
Goldman Sachs (GS)	0.1	$245k		600.00	408.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$216k	-2%	1.4k	153.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$216k	-8%	1.2k	176.75	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$101k	NEW	10k	10.10	View chart

Past Filings by Sharper & Granite

SEC 13F filings are viewable for Sharper & Granite going back to 2022

Sharper & Granite 2024 Q1 filed April 18, 2024
Sharper & Granite 2023 Q4 filed Jan. 19, 2024
Sharper & Granite 2023 Q3 filed Nov. 14, 2023
Sharper & Granite 2023 Q2 filed July 28, 2023
Sharper & Granite 2023 Q1 filed April 14, 2023
Sharper & Granite 2022 Q4 filed Jan. 12, 2023

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