Arrowroot Family Office

Arrowroot Family Office as of Dec. 31, 2024

Portfolio Holdings for Arrowroot Family Office

Arrowroot Family Office holds 133 positions in its portfolio as reported in the December 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 $16M 153k 103.30
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 5.0 $9.6M 118k 81.25
Ishares Tr Core Us Aggbd Et (AGG) 4.3 $8.2M 85k 96.90
Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $7.4M 26k 289.81
Ea Series Trust Marketdesk Focus (FDIV) 3.5 $6.8M 251k 27.11
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $6.1M 98k 62.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.8 $5.3M 196k 27.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $4.8M 8.9k 538.82
Apple (AAPL) 2.4 $4.6M 18k 250.42
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $4.5M 23k 195.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $4.4M 7.5k 586.09
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.2 $4.1M 72k 57.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $4.0M 7.8k 511.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $3.9M 81k 47.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $3.8M 50k 77.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $3.5M 80k 44.04
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $3.4M 29k 115.22
Ssga Active Tr Spdr Dbleln Shrt (STOT) 1.6 $3.2M 67k 46.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $3.0M 6.6k 453.28
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.5 $2.8M 56k 50.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $2.7M 98k 27.71
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.4 $2.7M 53k 51.73
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $2.5M 20k 127.59
Microsoft Corporation (MSFT) 1.2 $2.3M 5.6k 421.52
Spdr Gold Tr Gold Shs (GLD) 1.2 $2.3M 9.5k 242.13
salesforce (CRM) 1.0 $1.9M 5.6k 334.35
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.0 $1.9M 41k 45.34
Amazon (AMZN) 0.9 $1.7M 7.7k 219.39
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.7M 7.0k 240.27
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $1.7M 7.9k 210.45
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.5M 22k 70.28
Ishares Tr Ishares Biotech (IBB) 0.8 $1.5M 11k 132.21
Pimco Etf Tr Muni Income Opp (MINO) 0.8 $1.5M 33k 45.06
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.8 $1.5M 18k 79.99
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.7 $1.4M 15k 95.01
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.7 $1.4M 64k 22.07
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $1.4M 28k 50.71
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $1.4M 17k 81.98
Colgate-Palmolive Company (CL) 0.7 $1.3M 15k 90.91
Visa Com Cl A (V) 0.6 $1.2M 3.9k 316.06
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $1.2M 11k 106.84
Ishares Tr Bb Rat Corp Bd (HYBB) 0.6 $1.2M 26k 46.00
Pimco Etf Tr Active Bd Etf (BOND) 0.6 $1.2M 13k 90.42
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.6 $1.2M 10k 112.75
Caterpillar (CAT) 0.6 $1.1M 3.1k 362.80
Global X Fds Lithium Btry Etf (LIT) 0.6 $1.1M 28k 40.78
Costco Wholesale Corporation (COST) 0.5 $1.1M 1.2k 916.21
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.0M 12k 88.79
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.5 $1.0M 7.8k 132.36
Eli Lilly & Co. (LLY) 0.5 $1.0M 1.3k 772.02
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $902k 16k 57.53
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $898k 10k 87.33
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $891k 10k 88.40
Dutch Bros Cl A (BROS) 0.5 $890k 17k 52.38
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $868k 12k 70.00
Vanguard World Energy Etf (VDE) 0.4 $826k 6.8k 121.31
Vanguard Index Fds Growth Etf (VUG) 0.4 $811k 2.0k 410.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $803k 4.6k 175.22
Ishares Tr Core S&p500 Etf (IVV) 0.4 $785k 1.3k 588.51
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.4 $784k 16k 49.20
Vanguard Index Fds Value Etf (VTV) 0.4 $779k 4.6k 169.32
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.4 $766k 8.1k 95.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $721k 28k 25.86
Ishares Core Msci Emkt (IEMG) 0.4 $698k 13k 52.22
Alphabet Cap Stk Cl A (GOOGL) 0.4 $692k 3.7k 189.32
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $690k 5.0k 137.58
NVIDIA Corporation (NVDA) 0.3 $670k 5.0k 134.29
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $639k 3.0k 215.49
Chevron Corporation (CVX) 0.3 $605k 4.2k 144.85
Ishares Tr Select Divid Etf (DVY) 0.3 $586k 4.5k 131.29
Ishares Gold Tr Ishares New (IAU) 0.3 $575k 12k 49.51
Vanguard Wellington Us Quality (VFQY) 0.3 $548k 3.9k 140.89
Vanguard World Financials Etf (VFH) 0.3 $542k 4.6k 118.07
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $530k 5.8k 91.43
Alphabet Cap Stk Cl C (GOOG) 0.3 $527k 2.8k 190.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $526k 923.00 569.34
Aon Shs Cl A (AON) 0.3 $519k 1.4k 359.09
Nike CL B (NKE) 0.3 $505k 6.7k 75.67
Tesla Motors (TSLA) 0.3 $504k 1.2k 403.84
Procter & Gamble Company (PG) 0.2 $478k 2.9k 167.68
Johnson & Johnson (JNJ) 0.2 $476k 3.3k 144.60
Ishares Tr Core Div Grwth (DGRO) 0.2 $468k 7.6k 61.34
Walt Disney Company (DIS) 0.2 $467k 4.2k 111.35
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $459k 6.9k 67.03
The Trade Desk Com Cl A (TTD) 0.2 $458k 3.9k 117.53
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $451k 12k 37.12
Vanguard World Inf Tech Etf (VGT) 0.2 $433k 696.00 621.99
Ishares Tr National Mun Etf (MUB) 0.2 $419k 3.9k 106.56
Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $416k 3.4k 121.59
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $408k 4.1k 100.35
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $395k 5.6k 70.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $389k 5.4k 71.91
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.2 $381k 5.5k 68.94
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $371k 6.4k 58.27
Exxon Mobil Corporation (XOM) 0.2 $362k 3.4k 107.57
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $343k 1.7k 206.92
Vanguard World Consum Stp Etf (VDC) 0.2 $324k 1.5k 211.42
Pepsi (PEP) 0.2 $321k 2.1k 152.06
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $319k 12k 25.92
Flexshares Tr Qlt Div Def Idx (QDEF) 0.2 $318k 4.5k 70.22
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $316k 6.2k 51.14
Target Corporation (TGT) 0.2 $313k 2.3k 135.19
Home Depot (HD) 0.2 $312k 801.00 389.13
Waste Management (WM) 0.2 $306k 1.5k 201.79
Yum! Brands (YUM) 0.2 $298k 2.2k 134.16
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $294k 3.3k 89.09
FedEx Corporation (FDX) 0.2 $292k 1.0k 281.34
Crowdstrike Hldgs Cl A (CRWD) 0.2 $292k 853.00 342.16
Meta Platforms Cl A (META) 0.2 $291k 496.00 585.91
Fidelity Covington Trust Cloud Computng (FCLD) 0.1 $267k 9.7k 27.47
JPMorgan Chase & Co. (JPM) 0.1 $266k 1.1k 239.62
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $257k 3.3k 77.79
American Centy Etf Tr Diversified Mu (TAXF) 0.1 $257k 5.1k 50.14
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $253k 6.2k 40.48
Exp World Holdings Inc equities (EXPI) 0.1 $253k 22k 11.51
Wal-Mart Stores (WMT) 0.1 $248k 2.8k 90.33
Lululemon Athletica (LULU) 0.1 $244k 638.00 382.41
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $236k 2.6k 92.45
Lockheed Martin Corporation (LMT) 0.1 $233k 479.00 485.93
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.1 $222k 1.9k 119.51
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $218k 2.8k 78.65
Broadcom (AVGO) 0.1 $218k 941.00 231.89
Advanced Micro Devices (AMD) 0.1 $214k 1.8k 120.79
PPG Industries (PPG) 0.1 $211k 1.8k 119.45
Qualcomm (QCOM) 0.1 $211k 1.4k 153.57
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.1 $210k 8.5k 24.74
Genuine Parts Company (GPC) 0.1 $210k 1.8k 116.76
A. O. Smith Corporation (AOS) 0.1 $206k 3.0k 68.21
Abbvie (ABBV) 0.1 $204k 1.1k 177.71
AutoZone (AZO) 0.1 $202k 63.00 3202.00
McDonald's Corporation (MCD) 0.1 $201k 694.00 289.89
Hecla Mining Company (HL) 0.1 $108k 22k 4.91
Nikola Corp Com New (NKLAQ) 0.0 $72k 60k 1.19