SG

Sharper & Granite LLC

13F
Sharper & Granite LLC
Last update 2025-04-30 101 Stocks (2 new)
Value $242.00 Mil Turnover 8 %
Countries:
Top Holdings: USFR(7.64%)XLP(4.59%)XLI(3.93%)VTI(3.68%)VHT(3.16%)
Summary Stock Picks Current Portfolio
Sharper & Granite LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
367,699
18,506.3
+53.46%
7.640
+2.66%
0.100
+1.15%
+2.33%
18,629.6
 
XLP
Consumer Staples Select Sector SPDR
136,164
11,120.5
+1.45%
4.590
+0.07%
0.070
+0.93%
+3.46%
16,051.7
 
XLI
Industrial Select Sector SPDR
72,643
9,521.3
+3.99%
3.930
+0.15%
0.050
+21.06%
+14.85%
22,264.6
 
VTI
Vanguard Total Stock Market ETF
32,448
8,918.0
+7.68%
3.680
+0.26%
0.000
+19.36%
+6.72%
473,793.3
 
VHT
Vanguard Health Care ETF
28,940
7,661.3
-1.49%
3.160
-0.05%
0.040
+0.56%
-1.69%
14,944.4
 
VTV
Vanguard Value ETF
39,702
6,858.1
+4.77%
2.830
+0.13%
0.000
+10.26%
+5.72%
132,365.1
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
85,513
6,750.4
+6.27%
2.790
+0.16%
0.020
+1.83%
+3.59%
34,943.0
 
XLV
Health Care Select Sector SPDR
45,569
6,653.5
+9.99%
2.750
+0.25%
0.020
-1.03%
-1.57%
33,745.8
 
VOE
Vanguard Mid-Cap Value ETF
40,796
6,549.4
+8.02%
2.710
+0.20%
0.040
+11.03%
+3.52%
17,324.7
 
DXJ
WisdomTree Japan Hedged Equity Fund
57,209
6,303.3
-6.02%
2.600
-0.18%
0.190
+15.18%
+4.79%
3,494.5
 

Sharper & Granite LLC's Historical Top Holdings Breakdowns

Sharper & Granite LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Add
Add
+2.66%
●
50.29 ($50.4) 50.5
$50.42
0.04%
Add 53.46%
367,699
128,099
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.66%
●
663000 ($729331) 801950
$707,681.00
-2.97%
New holding
2
2
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.63%
●
50.39 ($50.51) 50.66
$50.56
0.10%
Add 34.81%
116,557
30,100
PLNT
Planet Fitness Inc
2025-03-31
Sold Out
Sold Out
-0.38%
●
90.12 ($100.65) 109.07
$109.57
8.86%
Sold Out
0
-8,635
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.26%
●
551.42 ($587.78) 612.93
$624.22
6.20%
Add 13.01%
9,790
1,127
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.26%
●
271.18 ($290.53) 303.12
$307.26
5.76%
Add 7.68%
32,448
2,315
XLV
Health Care Select Sector SPDR
2025-03-31
Add
Add
+0.25%
●
137.61 ($145.27) 149.68
$134.25
-7.59%
Add 9.99%
45,569
4,140
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
2025-03-31
Add
Add
+0.24%
●
25.08 ($25.41) 25.64
$25.32
-0.35%
Add 10.72%
234,960
22,745
PFF
iShares U.S. Preferred Stock
2025-03-31
Add
Add
+0.20%
●
30.73 ($31.53) 32.26
$31.05
-1.52%
Add 25.96%
76,798
15,830
VOE
Vanguard Mid-Cap Value ETF
2025-03-31
Add
Add
+0.20%
●
156.61 ($163.49) 168.02
$165.50
1.23%
Add 8.02%
40,796
3,030

Sharper & Granite LLC Total Holding History ($B)

To

Sharper & Granite LLC's Asset Allocation

To

Sharper & Granite LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sharper & Granite LLC's Hypothetical Growth since 2025-03-31

Sharper & Granite LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sharper & Granite LLC's Holdings Heat Map

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Sharper & Granite LLC's Holdings Bubble Chart

Sharper & Granite LLC News

  • 1

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