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Arrowroot Family Office

Latest statistics and disclosures from Arrowroot Family Office's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, VONV, VTI, FDIV, AGG, and represent 24.84% of Arrowroot Family Office's stock portfolio.
Added to shares of these 10 stocks: JQUA, AGG, VONG, VONV, FDIV, XOP, IJH, IQLT, VDE, SPLV.
Started 11 new stock positions in PAYX, PPG, IQLT, AIVL, WMT, FPX, JQUA, ITW, XOP, APD. VDE.
Reduced shares in these 10 stocks: USMV, EFAV, CRWD, AXON, SPY, DIS, VYM, TTD, TLT, LULU.
Sold out of its positions in CRWD, LULU, XLP.
Arrowroot Family Office was a net buyer of stock by $6.5M.
Arrowroot Family Office has $172M in assets under management (AUM), dropping by 9.83%.
Central Index Key (CIK): 0002017744

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Portfolio Holdings for Arrowroot Family Office

Arrowroot Family Office holds 127 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	8.2	$14M	+10%	145k	96.52	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	5.3	$9.0M	+12%	109k	83.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$7.0M		25k	283.16	View chart
Ea Series Trust Marketdesk Focus (FDIV)	3.9	$6.7M	+11%	230k	28.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$5.9M	+31%	58k	101.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$5.7M	+9%	92k	62.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.2	$5.5M	-2%	65k	84.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$5.3M	-3%	10k	527.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$4.1M		21k	198.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$4.0M		76k	52.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$3.8M		7.9k	488.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$3.7M	-8%	6.5k	573.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$3.6M		76k	47.85	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.1	$3.6M	NEW	63k	56.57	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$3.5M	-6%	42k	83.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$3.2M	+10%	28k	116.96	View chart
Apple (AAPL)	1.8	$3.1M	+9%	13k	233.00	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$2.8M	+4%	53k	52.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$2.4M	+14%	31k	78.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$2.3M	+4%	5.0k	460.26	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	1.2	$2.0M	-4%	43k	47.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$2.0M	-11%	16k	128.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$2.0M	-2%	8.2k	237.21	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$1.8M	-4%	7.6k	243.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$1.7M		22k	78.05	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$1.7M	+18%	35k	47.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$1.6M	+24%	32k	50.74	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.9	$1.5M		33k	46.16	View chart
Colgate-Palmolive Company (CL)	0.9	$1.5M		15k	103.81	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$1.4M	+8%	16k	88.28	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$1.4M	-6%	6.9k	200.85	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.8	$1.4M	-3%	15k	90.64	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$1.3M	-7%	16k	83.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$1.3M	-70%	14k	91.31	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.8	$1.3M	+23%	28k	46.16	View chart
salesforce (CRM)	0.7	$1.3M	+3%	4.7k	273.72	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$1.2M	+21%	25k	50.88	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$1.2M		13k	94.61	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.7	$1.2M		10k	117.08	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$1.2M	+18%	11k	112.98	View chart
Eli Lilly & Co. (LLY)	0.7	$1.2M		1.3k	885.92	View chart
Microsoft Corporation (MSFT)	0.7	$1.1M	+3%	2.7k	430.34	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.6	$1.1M	+16%	23k	47.35	View chart
Ishares Tr Ishares Biotech (IBB)	0.6	$1.0M	+37%	7.0k	145.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$995k		1.7k	576.93	View chart
Global X Fds Lithium Btry Etf (LIT)	0.6	$947k	+67%	22k	43.59	View chart
Amazon (AMZN)	0.6	$947k		5.1k	186.33	View chart
Costco Wholesale Corporation (COST)	0.5	$901k	-10%	1.0k	886.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$851k	+11%	14k	59.51	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$835k	+100%	12k	71.73	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$833k	-22%	8.5k	98.11	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$798k		8.0k	99.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.5	$791k	-3%	16k	49.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$767k		4.3k	179.15	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$759k		13k	57.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$743k		8.4k	88.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$726k	-3%	4.2k	174.57	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$714k	-23%	4.6k	154.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$700k		14k	51.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$690k	-4%	1.8k	383.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$659k	-16%	11k	62.69	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$639k	-16%	4.7k	135.08	View chart
Chevron Corporation (CVX)	0.4	$617k		4.2k	147.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$596k		12k	49.70	View chart
Nike CL B (NKE)	0.3	$596k	-16%	6.7k	88.41	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$586k		4.1k	142.89	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.3	$563k	NEW	4.3k	131.52	View chart
NVIDIA Corporation (NVDA)	0.3	$558k	+5%	4.6k	121.43	View chart
Axon Enterprise (AXON)	0.3	$558k	-41%	1.4k	399.60	View chart
Dutch Bros Cl A (BROS)	0.3	$553k	-22%	17k	32.03	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$530k		930.00	569.61	View chart
Vanguard World Financials Etf (VFH)	0.3	$512k	+3%	4.7k	109.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$503k	+7%	857.00	586.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$500k	+17%	3.0k	165.87	View chart
Aon Shs Cl A (AON)	0.3	$500k	+4%	1.4k	345.92	View chart
Walt Disney Company (DIS)	0.3	$471k	-37%	4.9k	96.19	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$464k	-59%	6.1k	76.70	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$459k		4.2k	108.63	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$448k	NEW	11k	41.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$442k	-9%	5.9k	75.11	View chart
Vanguard World Energy Etf (VDE)	0.2	$427k	NEW	3.5k	122.48	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$417k	+8%	6.2k	67.27	View chart
Johnson & Johnson (JNJ)	0.2	$417k	+2%	2.6k	162.06	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$412k	-3%	3.4k	120.37	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$412k		6.3k	65.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$409k		4.1k	100.69	View chart
Home Depot (HD)	0.2	$404k		997.00	405.04	View chart
Exxon Mobil Corporation (XOM)	0.2	$394k	-3%	3.4k	117.23	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.2	$383k		5.4k	71.51	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$373k		5.5k	67.51	View chart
Pepsi (PEP)	0.2	$364k		2.1k	170.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$343k		2.1k	167.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$336k	-29%	1.7k	202.72	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$336k		1.5k	218.54	View chart
Tesla Motors (TSLA)	0.2	$330k	-7%	1.3k	261.63	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$327k		12k	26.65	View chart
Waste Management (WM)	0.2	$317k	-2%	1.5k	207.63	View chart
Target Corporation (TGT)	0.2	$309k	+24%	2.0k	155.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$309k	-2%	3.2k	97.42	View chart
Exp World Holdings Inc equities (EXPI)	0.2	$304k	+24%	22k	14.09	View chart
Meta Platforms Cl A (META)	0.2	$291k		508.00	572.73	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$289k		4.6k	63.00	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$286k	-31%	3.6k	78.56	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$284k		5.4k	52.86	View chart
Yum! Brands (YUM)	0.2	$282k	+2%	2.0k	139.71	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$280k	-2%	3.5k	80.30	View chart
Nikola Corp Com New (NKLA)	0.2	$277k	-5%	60k	4.58	View chart
Visa Com Cl A (V)	0.2	$259k		942.00	274.98	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$250k	-17%	6.0k	41.40	View chart
Procter & Gamble Company (PG)	0.1	$249k		1.4k	173.14	View chart
Wal-Mart Stores (WMT)	0.1	$248k	NEW	3.1k	80.74	View chart
The Trade Desk Com Cl A (TTD)	0.1	$248k	-51%	2.3k	109.65	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$245k		5.9k	41.19	View chart
Illinois Tool Works (ITW)	0.1	$243k	NEW	929.00	261.95	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$243k	+14%	4.7k	51.42	View chart
JPMorgan Chase & Co. (JPM)	0.1	$241k	-5%	1.1k	210.87	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$237k		2.9k	82.30	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$227k		8.5k	26.87	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$218k		945.00	230.70	View chart
Air Products & Chemicals (APD)	0.1	$217k	NEW	727.00	297.74	View chart
Paychex (PAYX)	0.1	$214k	NEW	1.6k	134.19	View chart
Lockheed Martin Corporation (LMT)	0.1	$212k	-44%	363.00	585.13	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$210k		3.0k	71.10	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$204k	NEW	1.9k	110.19	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$203k	-13%	4.9k	41.76	View chart
PPG Industries (PPG)	0.1	$202k	NEW	1.5k	132.46	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$201k	NEW	1.8k	111.30	View chart

Past Filings by Arrowroot Family Office

SEC 13F filings are viewable for Arrowroot Family Office going back to 2023

Arrowroot Family Office 2024 Q3 filed Nov. 14, 2024
Arrowroot Family Office 2024 Q2 filed Aug. 13, 2024
Arrowroot Family Office 2024 Q1 filed May 14, 2024
Arrowroot Family Office 2023 Q1 filed April 17, 2024
Arrowroot Family Office 2023 Q2 filed April 17, 2024
Arrowroot Family Office 2023 Q3 filed April 17, 2024
Arrowroot Family Office 2023 Q4 filed April 17, 2024

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