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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, SCHD, VTI, VOO, and represent 22.44% of Arrowroot Family Office's stock portfolio.
Added to shares of these 10 stocks: FDIV, VONG, VEA, USMV, AGG, CVX, JAAA, VWO, SCHI, DEHP.
Started 13 new stock positions in YUM, Wisdomtree Tr emerg mkts div, UNP, FDIV, V, CVX, SCHI, DIVO, JAAA, TGT. MKC, DEHP, EDV.
Reduced shares in these 10 stocks: VTI, VGLT, BROS, SPMO, BIL, IVOG, VONV, , BSV, DVY.
Sold out of its positions in TIPZ, SPDW, BIL, STEM, IVOG, VBR, AIVL.
Arrowroot Family Office was a net buyer of stock by $2.5M.
Arrowroot Family Office has $141M in assets under management (AUM), dropping by 11.37%.
Central Index Key (CIK): 0002017744

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Portfolio Holdings for Arrowroot Family Office

Arrowroot Family Office holds 121 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	6.3	$8.9M	+24%	114k	78.02	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	4.4	$6.2M	-6%	85k	72.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$5.9M		77k	76.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$5.8M	-16%	24k	237.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$5.0M	-2%	12k	436.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.9	$4.0M	+13%	15k	277.15	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.5	$3.6M	-7%	48k	75.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$3.5M		21k	170.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$3.5M		7.3k	475.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.3	$3.3M	+28%	42k	78.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$3.3M	+4%	8.0k	409.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$3.3M	+47%	68k	47.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$2.9M	+27%	29k	99.25	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.9	$2.7M		51k	52.80	View chart
Ea Series Trust Marketdesk Focus (FDIV)	1.8	$2.5M	NEW	96k	26.53	View chart
Apple (AAPL)	1.7	$2.4M	-5%	12k	192.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$2.3M	+9%	21k	108.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$2.3M	+30%	56k	41.10	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	1.5	$2.1M	-9%	46k	46.84	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.5	$2.1M	-14%	28k	77.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.5	$2.1M	-6%	19k	111.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$2.0M	-4%	9.3k	213.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$1.8M	+20%	19k	98.88	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$1.8M	-7%	22k	82.04	View chart
Ishares Tr Select Divid Etf (DVY)	1.3	$1.8M	-15%	15k	117.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$1.8M	-3%	4.9k	356.66	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$1.6M	-4%	8.4k	191.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$1.5M	-5%	21k	70.35	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$1.4M		18k	79.34	View chart
Pimco Etf Tr Muni Income Opp (MINO)	1.0	$1.4M		31k	45.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.9	$1.3M	-10%	27k	50.23	View chart
Dutch Bros Cl A (BROS)	0.9	$1.3M	-25%	42k	31.67	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$1.3M	-11%	7.5k	168.54	View chart
Colgate-Palmolive Company (CL)	0.9	$1.2M		15k	79.71	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$1.2M	-8%	13k	92.45	View chart
salesforce (CRM)	0.8	$1.2M	-16%	4.5k	263.14	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.8	$1.1M	-16%	24k	44.21	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.7	$1.1M	-22%	11k	98.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.1M	-5%	2.2k	477.63	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.7	$987k	-3%	15k	66.38	View chart
Microsoft Corporation (MSFT)	0.7	$980k	-5%	2.6k	376.02	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.7	$919k	+50%	13k	69.34	View chart
Nike CL B (NKE)	0.6	$896k	-11%	8.3k	108.57	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$891k	-2%	6.5k	136.38	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$876k	+26%	19k	46.36	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$817k	-6%	7.4k	110.66	View chart
Amazon (AMZN)	0.6	$802k	-2%	5.3k	151.94	View chart
Costco Wholesale Corporation (COST)	0.6	$782k	-3%	1.2k	659.86	View chart
Eli Lilly & Co. (LLY)	0.5	$776k		1.3k	582.88	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$770k		14k	53.82	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$765k	-22%	12k	62.66	View chart
Walt Disney Company (DIS)	0.5	$743k	-19%	8.2k	90.28	View chart
Ishares Tr Ishares Biotech (IBB)	0.5	$717k	-21%	5.3k	135.85	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.5	$670k		7.2k	93.08	View chart
Global X Fds Lithium Btry Etf (LIT)	0.5	$659k	-15%	13k	50.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$654k	+39%	8.4k	77.73	View chart
Axon Enterprise (AXON)	0.4	$628k	-2%	2.4k	258.33	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$626k	-7%	12k	50.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$626k		4.2k	149.48	View chart
Chevron Corporation (CVX)	0.4	$625k	NEW	4.2k	149.15	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.4	$608k	+26%	13k	46.01	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$567k	+31%	12k	47.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$566k	-12%	7.7k	73.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$556k	+2%	1.8k	310.85	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$550k	NEW	11k	50.30	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.4	$536k	NEW	12k	44.94	View chart
Vanguard Wellington Us Quality (VFQY)	0.4	$517k		4.1k	126.46	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.3	$493k	NEW	20k	24.25	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$490k	-6%	965.00	507.40	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$480k		4.9k	97.26	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$478k	+9%	4.4k	108.40	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.3	$472k	-8%	8.0k	59.06	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.3	$472k	-9%	4.7k	100.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$461k		12k	39.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$415k		2.6k	157.78	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$414k	-3%	2.6k	156.88	View chart
Vanguard World Fds Financials Etf (VFH)	0.3	$410k		4.4k	92.26	View chart
Aon Shs Cl A (AON)	0.3	$402k	+4%	1.4k	290.96	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$401k	+2%	829.00	484.12	View chart
Johnson & Johnson (JNJ)	0.3	$401k		2.6k	156.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$400k	+8%	2.9k	139.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$390k	-29%	1.5k	255.32	View chart
Home Depot (HD)	0.3	$382k	+3%	1.1k	346.51	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$379k	-66%	6.2k	61.53	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$363k		3.6k	99.79	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.3	$358k	+4%	1.3k	286.24	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$352k		4.5k	77.39	View chart
Pepsi (PEP)	0.2	$352k	+28%	2.1k	169.83	View chart
Lululemon Athletica (LULU)	0.2	$348k	-8%	681.00	511.29	View chart
The Trade Desk Com Cl A (TTD)	0.2	$346k		4.8k	71.96	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.2	$343k		1.8k	190.94	View chart
Exxon Mobil Corporation (XOM)	0.2	$342k		3.4k	99.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$334k	-26%	2.4k	140.93	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.2	$329k	+33%	3.8k	85.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$327k	-6%	3.7k	88.35	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$324k	-56%	4.9k	65.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$321k	+10%	3.3k	96.40	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$312k	-7%	4.3k	72.04	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$312k	-2%	5.6k	55.90	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$298k	-28%	5.5k	54.08	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$298k		6.4k	46.63	View chart
Tesla Motors (TSLA)	0.2	$295k	-5%	1.2k	248.48	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$292k	-35%	7.3k	40.25	View chart
Waste Management (WM)	0.2	$284k	+6%	1.6k	179.09	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.2	$280k	-21%	2.8k	99.10	View chart
Intel Corporation (INTC)	0.2	$275k	-4%	5.5k	50.25	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$273k	-42%	6.5k	41.93	View chart
Vanguard World Extended Dur (EDV)	0.2	$257k	NEW	3.2k	81.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$257k		4.6k	56.14	View chart
Meta Platforms Cl A (META)	0.2	$244k	-8%	688.00	353.96	View chart
Target Corporation (TGT)	0.2	$238k	NEW	1.7k	142.43	View chart
Yum! Brands (YUM)	0.2	$233k	NEW	1.8k	130.64	View chart
Lockheed Martin Corporation (LMT)	0.2	$229k		504.00	453.50	View chart
JPMorgan Chase & Co. (JPM)	0.2	$228k	-3%	1.3k	170.07	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$222k	NEW	3.2k	68.42	View chart
Wisdomtree Tr Emerg Mkts Esg	0.2	$215k	NEW	7.3k	29.27	View chart
Exp World Holdings Inc equities (EXPI)	0.2	$213k		14k	15.52	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$211k	NEW	5.8k	36.55	View chart
Union Pacific Corporation (UNP)	0.1	$209k	NEW	851.00	245.67	View chart
Visa Com Cl A (V)	0.1	$209k	NEW	802.00	260.34	View chart
Nikola Corp (NKLA)	0.1	$149k	-54%	171k	0.87	View chart

Past Filings by Arrowroot Family Office

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

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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