Sharper & Granite LLC

data from 30/09/2025

Capitalization

$ 279.137 M 6.07 %

Average holding period

10 ans

Performance

$ 61.138 M 30.30 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sharper & Granite LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 USFR WISDOMTREE TR 7.35% 20.508 M $ 407958 2022/12/31 -16.592 K $ -0.08 %
2025/09/30 VTI VANGUARD INDEX FDS 4.64% 12.963 M $ 39500 2022/12/31 855.817 K $ 7.93 %
2025/09/30 XLI SELECT SECTOR SPDR TR 3.62% 10.104 M $ 65513 2022/12/31 483.482 K $ 4.53 %
2025/09/30 XLP SELECT SECTOR SPDR TR 3.16% 8.822 M $ 112571 2022/12/31 -352.554 K $ -3.16 %
2025/09/30 VOE VANGUARD INDEX FDS 2.77% 7.740 M $ 44335 2022/12/31 427.033 K $ 6.06 %
2025/09/30 VTV VANGUARD INDEX FDS 2.69% 7.499 M $ 40212 2022/12/31 385.115 K $ 5.46 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 2.56% 7.158 M $ 89548 2022/12/31 38.135 K $ 0.54 %
2025/09/30 XLC SELECT SECTOR SPDR TR 2.54% 7.102 M $ 59998 2022/12/31 610.207 K $ 9.16 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.45% 6.827 M $ 10248 2022/12/31 492.531 K $ 7.79 %
2025/09/30 XLF SELECT SECTOR SPDR TR 2.40% 6.707 M $ 124510 2022/12/31 133.933 K $ 2.85 %
2025/09/30 VHT VANGUARD WORLD FD 2.36% 6.594 M $ 25401 2022/12/31 301.677 K $ 4.51 %
2025/09/30 DXJ WISDOMTREE TR 2.29% 6.380 M $ 49831 2022/12/31 754.763 K $ 12.14 %
2025/09/30 SJNK SPDR SERIES TRUST 2.25% 6.285 M $ 245505 2022/12/31 28.928 K $ 0.47 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 2.22% 6.209 M $ 122393 2022/12/31 5.546 K $ 0.10 %
2025/09/30 XLK SELECT SECTOR SPDR TR 2.17% 6.060 M $ 21499 2022/12/31 331.449 K $ 11.29 %
2025/09/30 VIS VANGUARD WORLD FD 2.08% 5.819 M $ 19639 2022/12/31 364.333 K $ 5.75 %
2025/09/30 XLV SELECT SECTOR SPDR TR 2.03% 5.668 M $ 40730 2022/12/31 209.723 K $ 3.24 %
2025/09/30 VOX VANGUARD WORLD FD 2.00% 5.570 M $ 29671 2022/12/31 540.946 K $ 9.83 %
2025/09/30 EWU ISHARES TR 1.98% 5.514 M $ 131370 2022/12/31 280.667 K $ 5.68 %
2025/09/30 HEDJ WISDOMTREE TR 1.95% 5.449 M $ 108119 2022/12/31 224.397 K $ 4.72 %
2025/09/30 VBR VANGUARD INDEX FDS 1.88% 5.258 M $ 25195 2022/12/31 398.135 K $ 6.83 %
2025/09/30 QQQ INVESCO QQQ TR 1.86% 5.181 M $ 8629 2022/12/31 415.130 K $ 8.85 %
2025/09/30 AGG ISHARES TR 1.78% 4.966 M $ 49538 2022/12/31 48.247 K $ 1.06 %
2025/09/30 VDC VANGUARD WORLD FD 1.63% 4.552 M $ 21299 2022/12/31 -139.180 K $ -2.38 %
2025/09/30 VGT VANGUARD WORLD FD 1.60% 4.466 M $ 5982 2022/12/31 350.236 K $ 12.54 %
2025/09/30 XLY SELECT SECTOR SPDR TR 1.60% 4.464 M $ 18628 2022/12/31 242.219 K $ 10.14 %
2025/09/30 IGV ISHARES TR 1.51% 4.216 M $ 36655 2022/12/31 124.939 K $ 5.06 %
2025/09/30 SOXX ISHARES TR 1.38% 3.844 M $ 14178 2024/09/30 189.397 K $ 13.39 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 1.35% 3.759 M $ 47108 2022/12/31 100.171 K $ 2.96 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 1.28% 3.562 M $ 72025 2022/12/31 -3.572 K $ -0.10 %
2025/09/30 VFH VANGUARD WORLD FD 1.04% 2.889 M $ 22013 2022/12/31 50.829 K $ 3.07 %
2025/09/30 AAPL APPLE INC 1.03% 2.863 M $ 11242 2022/12/31 729.881 K $ 23.28 %
2025/09/30 VTIP VANGUARD MALVERN FDS 0.95% 2.662 M $ 52578 2022/12/31 18.915 K $ 0.72 %
2025/09/30 XLB SELECT SECTOR SPDR TR 0.92% 2.570 M $ 28680 2022/12/31 38.869 K $ 1.98 %
2025/09/30 PFF ISHARES TR 0.91% 2.538 M $ 80275 2022/12/31 75.691 K $ 3.04 %
2025/09/30 VCR VANGUARD WORLD FD 0.87% 2.428 M $ 6129 2022/12/31 81.124 K $ 9.21 %
2025/09/30 EMB ISHARES TR 0.86% 2.389 M $ 25099 2022/12/31 70.479 K $ 2.78 %
2025/09/30 EPP ISHARES INC 0.82% 2.289 M $ 44402 2022/12/31 95.884 K $ 4.41 %
2025/09/30 PCY INVESCO EXCH TRADED FD TR II 0.78% 2.181 M $ 101165 2022/12/31 103.886 K $ 5.53 %
2025/09/30 AGGY WISDOMTREE TR 0.77% 2.156 M $ 48697 2022/12/31 30.833 K $ 1.47 %
2025/09/30 EPI WISDOMTREE TR 0.77% 2.151 M $ 48674 2022/12/31 -79.297 K $ -6.89 %
2025/09/30 SPTM SPDR SERIES TRUST 0.76% 2.113 M $ 26199 2022/12/31 118.707 K $ 7.65 %
2025/09/30 VAW VANGUARD WORLD FD 0.72% 2.011 M $ 9818 2022/12/31 70.059 K $ 4.96 %
2025/09/30 STIP ISHARES TR 0.69% 1.927 M $ 18645 2022/12/31 7.978 K $ 0.44 %
2025/09/30 ILF ISHARES TR 0.67% 1.881 M $ 65099 2022/12/31 110.898 K $ 10.11 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.65% 1.817 M $ 20835 2022/12/31 124.159 K $ 6.83 %
2025/09/30 XSD SPDR SERIES TRUST 0.63% 1.755 M $ 5499 2022/12/31 298.649 K $ 23.91 %
2025/09/30 SPSB SPDR SERIES TRUST 0.63% 1.755 M $ 57930 2022/12/31 5.456 K $ 0.33 %
2025/09/30 META META PLATFORMS INC 0.60% 1.686 M $ 2296 2022/12/31 -8.551 K $ -0.52 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.60% 1.683 M $ 3630 2022/12/31 112.679 K $ 5.19 %
2025/09/30 VPU VANGUARD WORLD FD 0.59% 1.654 M $ 8733 2022/12/31 115.132 K $ 7.35 %
2025/09/30 ANET ARISTA NETWORKS INC 0.56% 1.571 M $ 10780 2024/12/31 399.974 K $ 42.92 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.54% 1.508 M $ 2 2025/03/31 50.800 K $ 3.53 %
2025/09/30 EWH ISHARES INC 0.50% 1.400 M $ 64945 2022/12/31 139.551 K $ 8.40 %
2025/09/30 IEUR ISHARES TR 0.50% 1.384 M $ 20320 2022/12/31 35.337 K $ 2.90 %
2025/09/30 DLS WISDOMTREE TR 0.49% 1.380 M $ 17360 2022/12/31 105.204 K $ 5.86 %
2025/09/30 DJP BARCLAYS BANK PLC 0.48% 1.346 M $ 37974 2022/12/31 83.560 K $ 4.22 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.47% 1.301 M $ 1406 2022/12/31 -77.429 K $ -6.55 %
2025/09/30 MSFT MICROSOFT CORP 0.47% 1.301 M $ 2511 2022/12/31 43.626 K $ 4.18 %
2025/09/30 VDE VANGUARD WORLD FD 0.46% 1.294 M $ 10280 2022/12/31 80.071 K $ 5.53 %
2025/09/30 IAU ISHARES GOLD TR 0.41% 1.138 M $ 15640 2022/12/31 219.286 K $ 16.44 %
2025/09/30 DTD WISDOMTREE TR 0.40% 1.116 M $ 13290 2022/12/31 61.331 K $ 5.57 %
2025/09/30 SPIB SPDR SERIES TRUST 0.38% 1.058 M $ 31224 2022/12/31 9.505 K $ 0.93 %
2025/09/30 XBI SPDR SERIES TRUST 0.31% 865.227 K $ 8635 2022/12/31 218.430 K $ 20.37 %
2025/09/30 AGZ ISHARES TR 0.31% 854.816 K $ 7745 2022/12/31 7.261 K $ 0.61 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.30% 850.517 K $ 9520 2022/12/31 68.955 K $ 5.21 %
2025/09/30 IBB ISHARES TR 0.30% 833.592 K $ 5774 2022/12/31 135.378 K $ 13.79 %
2025/09/30 MDYV SPDR SERIES TRUST 0.29% 810.328 K $ 9715 2023/12/31 27.063 K $ 4.86 %
2025/09/30 VPL VANGUARD INTL EQUITY INDEX F 0.26% 726.876 K $ 8275 2022/12/31 77.909 K $ 6.88 %
2025/09/30 DES WISDOMTREE TR 0.26% 722.773 K $ 21460 2022/12/31 43.699 K $ 5.82 %
2025/09/30 ESGD ISHARES TR 0.25% 691.213 K $ 7434 2022/12/31 27.865 K $ 4.21 %
2025/09/30 LQD ISHARES TR 0.24% 658.565 K $ 5908 2022/12/31 10.601 K $ 1.70 %
2025/09/30 GILD GILEAD SCIENCES INC 0.22% 618.048 K $ 5568 2023/12/31 722.000 $ 0.12 %
2025/09/30 JNK SPDR SERIES TRUST 0.22% 612.046 K $ 6246 2022/12/31 4.367 K $ 0.74 %
2025/09/30 SUSA ISHARES TR 0.21% 576.106 K $ 4247 2022/12/31 56.577 K $ 6.99 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.21% 575.175 K $ 10616 2022/12/31 74.203 K $ 9.48 %
2025/09/30 VUG VANGUARD INDEX FDS 0.20% 553.470 K $ 1154 2023/06/30 47.556 K $ 9.42 %
2025/09/30 USRT ISHARES TR 0.19% 535.526 K $ 9120 2022/12/31 53.008 K $ 3.79 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.18% 514.877 K $ 5632 2022/12/31 49.449 K $ 2.62 %
2025/09/30 AMZN AMAZON COM INC 0.18% 506.109 K $ 2305 2025/06/30 467.000 $ 0.08 %
2025/09/30 PSK SPDR SERIES TRUST 0.18% 498.530 K $ 15075 2022/12/31 23.678 K $ 4.09 %
2025/09/30 SPAB SPDR SERIES TRUST 0.17% 478.484 K $ 18510 2024/09/30 4.575 K $ 0.98 %
2025/09/30 IXUS ISHARES TR 0.17% 472.440 K $ 5721 2022/12/31 31.709 K $ 6.79 %
2025/09/30 EWZ ISHARES INC 0.16% 433.225 K $ 13975 2022/12/31 30.046 K $ 7.44 %
2025/09/30 GXC SPDR INDEX SHS FDS 0.15% 421.979 K $ 4020 2022/12/31 83.964 K $ 19.97 %
2025/09/30 IAGG ISHARES TR 0.14% 379.102 K $ 7400 2024/12/31 926.000 $ 0.27 %
2025/09/30 SPYV SPDR SERIES TRUST 0.12% 329.379 K $ 5953 2022/12/31 18.854 K $ 5.65 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.11% 307.554 K $ 1090 2024/12/31 -13.755 K $ -4.39 %
2025/09/30 GLW CORNING INC 0.11% 305.398 K $ 3723 2025/09/30 0.000 $ 0.00 %
2025/09/30 PIN INVESCO INDIA EXCHANGE-TRADE 0.11% 301.843 K $ 12040 2025/09/30 0.000 $ 0.00 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.11% 301.398 K $ 5030 2022/12/31 21.126 K $ 5.09 %
2025/09/30 ESGE ISHARES INC 0.11% 296.645 K $ 6832 2023/03/31 29.482 K $ 10.79 %
2025/09/30 GOOG ALPHABET INC 0.10% 292.260 K $ 1200 2023/09/30 79.392 K $ 36.80 %
2025/09/30 IYH ISHARES TR 0.10% 286.260 K $ 4875 2022/12/31 12.723 K $ 3.94 %
2025/09/30 EEMA ISHARES INC 0.10% 275.250 K $ 3000 2022/12/31 27.600 K $ 11.08 %
2025/09/30 NVDA NVIDIA CORPORATION 0.10% 271.474 K $ 1455 2025/06/30 39.454 K $ 18.18 %
2025/09/30 BUFQ FIRST TR EXCHNG TRADED FD VI 0.09% 257.050 K $ 7378 2025/06/30 13.757 K $ 4.94 %
2025/09/30 FLOT ISHARES TR 0.09% 254.505 K $ 4982 2025/06/30 343.000 $ 0.14 %
2025/09/30 IWD ISHARES TR 0.08% 235.961 K $ 1159 2022/12/31 10.848 K $ 4.77 %
2025/09/30 IWF ISHARES TR 0.08% 224.837 K $ 480 2025/06/30 21.038 K $ 10.35 %