Arrowroot Family Office

Arrowroot Family Office as of March 31, 2024

Portfolio Holdings for Arrowroot Family Office

Arrowroot Family Office holds 124 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
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 6.7 $11M 121k 86.67
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 4.5 $7.1M 90k 78.64
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $6.5M 25k 259.90
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $5.5M 69k 80.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $5.5M 12k 480.70
Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $4.7M 78k 60.74
Ea Series Trust Marketdesk Focus (FDIV) 2.8 $4.4M 156k 28.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.5 $3.9M 48k 81.43
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $3.8M 21k 182.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $3.8M 7.3k 523.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $3.7M 74k 50.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $3.7M 8.3k 444.03
Ishares Tr Msci Usa Min Vol (USMV) 2.4 $3.7M 44k 83.58
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $3.2M 33k 97.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $3.0M 72k 41.77
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.7 $2.6M 50k 52.47
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $2.6M 23k 110.52
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $2.2M 18k 120.99
Apple (AAPL) 1.4 $2.2M 13k 171.48
Ssga Active Tr Spdr Dbleln Shrt (STOT) 1.4 $2.1M 46k 46.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $2.1M 28k 76.67
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.1M 9.2k 228.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.1M 4.9k 420.52
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $1.9M 20k 94.62
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $1.8M 22k 81.78
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.7M 8.3k 205.72
Ishares Tr Core Msci Eafe (IEFA) 1.0 $1.6M 22k 74.22
Pimco Etf Tr Muni Income Opp (MINO) 1.0 $1.5M 33k 45.63
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $1.4M 18k 81.53
Dutch Bros Cl A (BROS) 0.9 $1.4M 42k 33.00
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $1.4M 7.5k 182.69
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $1.3M 27k 50.45
Pimco Etf Tr Active Bd Etf (BOND) 0.8 $1.3M 14k 91.86
Colgate-Palmolive Company (CL) 0.8 $1.3M 15k 90.05
salesforce (CRM) 0.8 $1.3M 4.4k 301.18
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.8 $1.2M 10k 120.28
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.8 $1.2M 25k 49.86
Ishares Tr Select Divid Etf (DVY) 0.8 $1.2M 9.8k 123.18
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.1M 2.1k 525.73
Microsoft Corporation (MSFT) 0.7 $1.1M 2.6k 420.72
Eli Lilly & Co. (LLY) 0.7 $1.0M 1.3k 777.98
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $1.0M 14k 70.88
Walt Disney Company (DIS) 0.6 $988k 8.1k 122.36
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.6 $981k 12k 80.22
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $958k 8.8k 108.92
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $950k 21k 45.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $946k 6.4k 147.72
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $925k 13k 72.19
Amazon (AMZN) 0.6 $918k 5.1k 180.38
Costco Wholesale Corporation (COST) 0.6 $862k 1.2k 732.58
Nike CL B (NKE) 0.5 $773k 8.2k 93.97
Axon Enterprise (AXON) 0.5 $761k 2.4k 312.88
Ishares Tr Core Div Grwth (DGRO) 0.5 $743k 13k 58.06
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $741k 13k 57.86
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $730k 14k 50.74
Ishares Core Msci Emkt (IEMG) 0.5 $719k 14k 51.60
Ishares Tr Ishares Biotech (IBB) 0.5 $717k 5.2k 137.22
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $710k 8.4k 84.09
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.4 $701k 16k 44.49
Vanguard Index Fds Value Etf (VTV) 0.4 $696k 4.3k 162.86
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.4 $688k 7.2k 96.05
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $685k 10k 65.87
Ishares Tr Bb Rat Corp Bd (HYBB) 0.4 $679k 15k 46.25
Vanguard Index Fds Growth Etf (VUG) 0.4 $678k 2.0k 344.12
Chevron Corporation (CVX) 0.4 $661k 4.2k 157.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $651k 13k 49.24
Global X Fds Lithium Btry Etf (LIT) 0.4 $594k 13k 45.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $593k 8.2k 72.63
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $564k 1.0k 556.43
Vanguard Wellington Us Quality (VFQY) 0.4 $560k 4.1k 136.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $531k 3.1k 169.39
Pimco Etf Tr 0-5 High Yield (HYS) 0.3 $514k 5.5k 93.48
Ishares Gold Tr Ishares New (IAU) 0.3 $509k 12k 42.01
Crowdstrike Hldgs Cl A (CRWD) 0.3 $486k 1.5k 320.59
Flexshares Tr Qlt Div Def Idx (QDEF) 0.3 $473k 7.4k 64.21
Ishares Tr National Mun Etf (MUB) 0.3 $464k 4.3k 107.59
Aon Shs Cl A (AON) 0.3 $460k 1.4k 333.65
Alphabet Cap Stk Cl A (GOOGL) 0.3 $455k 3.0k 150.93
Vanguard World Financials Etf (VFH) 0.3 $450k 4.4k 102.39
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $440k 2.3k 187.36
Pepsi (PEP) 0.3 $435k 2.5k 174.98
Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $433k 4.0k 109.17
Vanguard World Inf Tech Etf (VGT) 0.3 $432k 824.00 524.46
The Trade Desk Com Cl A (TTD) 0.3 $421k 4.8k 87.42
Johnson & Johnson (JNJ) 0.3 $402k 2.5k 158.22
Home Depot (HD) 0.3 $401k 1.0k 383.43
Exxon Mobil Corporation (XOM) 0.3 $398k 3.4k 116.25
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $385k 6.2k 61.90
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $384k 4.1k 94.66
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $369k 3.7k 100.54
NVIDIA Corporation (NVDA) 0.2 $364k 402.00 904.33
Alphabet Cap Stk Cl C (GOOG) 0.2 $350k 2.3k 152.26
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $345k 5.7k 60.42
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.2 $340k 5.5k 61.53
Waste Management (WM) 0.2 $339k 1.6k 213.10
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $337k 4.3k 77.73
Vanguard World Consum Stp Etf (VDC) 0.2 $336k 1.6k 204.12
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.2 $317k 4.0k 79.26
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $311k 6.2k 50.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $304k 3.5k 86.48
Lockheed Martin Corporation (LMT) 0.2 $300k 659.00 454.64
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $292k 7.3k 40.05
Meta Platforms Cl A (META) 0.2 $286k 588.00 485.65
Mccormick & Co Com Non Vtg (MKC) 0.2 $282k 3.7k 76.81
Target Corporation (TGT) 0.2 $279k 1.6k 177.16
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $277k 3.6k 76.37
Yum! Brands (YUM) 0.2 $276k 2.0k 138.65
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $275k 6.5k 42.11
Procter & Gamble Company (PG) 0.2 $274k 1.7k 162.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $268k 4.6k 58.65
JPMorgan Chase & Co. (JPM) 0.2 $262k 1.3k 200.29
Visa Com Cl A (V) 0.2 $252k 901.00 279.08
Tesla Motors (TSLA) 0.2 $249k 1.4k 175.79
Lululemon Athletica (LULU) 0.2 $246k 630.00 390.65
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $231k 5.9k 38.88
Intel Corporation (INTC) 0.1 $231k 5.2k 44.17
Uber Technologies (UBER) 0.1 $215k 2.8k 76.99
Airbnb Com Cl A (ABNB) 0.1 $212k 1.3k 164.96
Microchip Technology (MCHP) 0.1 $204k 2.3k 89.71
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $203k 900.00 225.87
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $202k 3.0k 67.34
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.1 $202k 2.0k 99.40
Nikola Corp 0.1 $177k 171k 1.04
Exp World Holdings Inc equities (EXPI) 0.1 $142k 14k 10.33