Arrowroot Family Office

Arrowroot Family Office as of June 30, 2025

Portfolio Holdings for Arrowroot Family Office

Arrowroot Family Office holds 137 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 8.4 $19M 172k 109.20
Ishares Tr Core Us Aggbd Et (AGG) 5.5 $12M 123k 99.20
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 5.4 $12M 141k 85.21
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $8.1M 27k 303.93
Ea Series Trust Marketdesk Focus (FDIV) 3.3 $7.3M 279k 26.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.1 $7.0M 263k 26.50
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $6.9M 111k 62.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $6.6M 11k 617.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $5.5M 10k 551.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $5.5M 96k 57.01
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 2.2 $4.9M 82k 60.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $4.8M 8.4k 568.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $4.7M 94k 49.46
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $4.2M 54k 78.70
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $4.2M 21k 204.67
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.8M 34k 109.29
Ssga Active Tr Spdr Dbleln Shrt (STOT) 1.7 $3.7M 79k 47.35
Apple (AAPL) 1.6 $3.5M 17k 205.17
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.4 $3.1M 62k 50.68
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.3 $3.0M 58k 51.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.9M 6.0k 485.77
Microsoft Corporation (MSFT) 1.3 $2.9M 5.8k 497.40
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $2.9M 22k 133.31
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.2 $2.6M 56k 46.34
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.1 $2.5M 112k 22.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $2.1M 76k 28.05
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.9 $2.1M 79k 26.58
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $2.0M 22k 90.12
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $1.8M 8.0k 227.10
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.8 $1.8M 19k 91.73
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.7M 21k 83.48
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.8 $1.7M 15k 112.47
Costco Wholesale Corporation (COST) 0.8 $1.7M 1.7k 989.67
Amazon (AMZN) 0.7 $1.7M 7.5k 219.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.6M 22k 73.63
Ishares Tr Core Msci Total (IXUS) 0.7 $1.6M 20k 77.31
salesforce (CRM) 0.7 $1.5M 5.6k 272.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.5M 14k 109.61
Pimco Etf Tr Muni Income Opp (MINO) 0.7 $1.5M 33k 44.23
Ea Series Trust Marketdesk Focus (FMTM) 0.6 $1.4M 54k 26.67
Ishares Tr Ishares Biotech (IBB) 0.6 $1.4M 11k 126.51
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.4M 4.6k 304.83
Colgate-Palmolive Company (CL) 0.6 $1.4M 15k 90.90
Visa Com Cl A (V) 0.6 $1.4M 3.8k 355.02
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $1.2M 13k 92.18
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.2M 5.1k 236.97
Caterpillar (CAT) 0.5 $1.1M 2.9k 388.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.1M 6.0k 181.74
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) 0.5 $1.1M 9.7k 109.29
Eli Lilly & Co. (LLY) 0.5 $1.1M 1.4k 779.80
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $1.1M 19k 56.85
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.0M 4.7k 215.79
Spdr Series Trust S&p Oilgas Exp (XOP) 0.4 $986k 7.8k 125.80
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $960k 10k 93.87
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $957k 11k 88.25
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $937k 10k 91.97
NVIDIA Corporation (NVDA) 0.4 $920k 5.8k 158.00
Vanguard Index Fds Growth Etf (VUG) 0.4 $852k 1.9k 438.46
Alphabet Cap Stk Cl C (GOOG) 0.4 $847k 4.8k 177.39
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $838k 19k 43.22
Ishares Tr Broad Usd High (USHY) 0.4 $832k 22k 37.51
Ishares Tr Bb Rat Corp Bd (HYBB) 0.4 $816k 17k 47.00
Vanguard Index Fds Value Etf (VTV) 0.4 $815k 4.6k 176.75
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $810k 11k 72.82
Vanguard World Energy Etf (VDE) 0.4 $806k 6.8k 119.12
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.4 $805k 16k 52.02
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.4 $789k 8.1k 97.31
Ishares Core Msci Emkt (IEMG) 0.3 $765k 13k 60.03
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $729k 1.00 728800.00
Ishares Tr Core S&p500 Etf (IVV) 0.3 $726k 1.2k 620.96
Alphabet Cap Stk Cl A (GOOGL) 0.3 $689k 3.9k 176.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $688k 3.5k 195.03
Ishares Gold Tr Ishares New (IAU) 0.3 $654k 11k 62.36
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $635k 4.7k 134.79
Chevron Corporation (CVX) 0.3 $627k 4.4k 143.20
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $619k 7.5k 82.86
Vanguard Wellington Us Quality (VFQY) 0.3 $561k 3.9k 143.73
Aon Shs Cl A (AON) 0.2 $541k 1.5k 356.69
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $538k 2.3k 238.71
International Business Machines (IBM) 0.2 $538k 1.8k 294.82
Procter & Gamble Company (PG) 0.2 $535k 3.4k 159.32
Walt Disney Company (DIS) 0.2 $518k 4.2k 124.00
Johnson & Johnson (JNJ) 0.2 $515k 3.4k 152.77
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $494k 11k 45.75
Nike CL B (NKE) 0.2 $492k 6.9k 71.04
Ishares Tr Core Div Grwth (DGRO) 0.2 $449k 7.0k 63.94
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $436k 770.00 566.54
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $428k 6.0k 71.26
Pepsi (PEP) 0.2 $421k 3.2k 132.06
Vanguard World Financials Etf (VFH) 0.2 $419k 3.3k 127.30
Vanguard World Inf Tech Etf (VGT) 0.2 $411k 620.00 663.21
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $411k 4.1k 100.54
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $405k 1.7k 240.38
Tesla Motors (TSLA) 0.2 $396k 1.2k 317.66
Spdr Series Trust Portfolio S&p500 (SPYM) 0.2 $394k 5.4k 72.69
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $384k 6.8k 56.48
Ishares Tr Select Divid Etf (DVY) 0.2 $382k 2.9k 132.83
Ishares Tr Esg Optimized (SUSA) 0.2 $365k 2.9k 126.75
Global X Fds Lithium Btry Etf (LIT) 0.2 $363k 9.4k 38.40
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $362k 4.3k 84.07
Meta Platforms Cl A (META) 0.2 $361k 489.00 738.83
Crowdstrike Hldgs Cl A (CRWD) 0.2 $351k 690.00 509.31
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $343k 5.6k 61.21
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $330k 12k 26.54
Exxon Mobil Corporation (XOM) 0.1 $326k 3.0k 107.78
Vanguard World Consum Stp Etf (VDC) 0.1 $316k 1.4k 218.98
JPMorgan Chase & Co. (JPM) 0.1 $310k 1.1k 289.81
The Trade Desk Com Cl A (TTD) 0.1 $308k 4.3k 71.99
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $308k 7.2k 42.55
FedEx Corporation (FDX) 0.1 $308k 1.4k 227.38
Ishares Tr National Mun Etf (MUB) 0.1 $305k 2.9k 104.47
Home Depot (HD) 0.1 $300k 819.00 366.56
Waste Management (WM) 0.1 $296k 1.3k 228.73
Wal-Mart Stores (WMT) 0.1 $286k 2.9k 97.77
Lockheed Martin Corporation (LMT) 0.1 $277k 598.00 462.87
Fidelity Covington Trust Cloud Computng (FCLD) 0.1 $274k 9.6k 28.41
Advanced Micro Devices (AMD) 0.1 $272k 1.9k 141.90
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $270k 6.1k 44.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $269k 3.0k 89.05
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.1 $269k 1.9k 144.91
Netflix (NFLX) 0.1 $264k 197.00 1339.13
American Centy Etf Tr Diversified Mu (TAXF) 0.1 $263k 5.4k 48.93
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $258k 4.9k 52.34
Broadcom (AVGO) 0.1 $255k 923.00 275.69
Flexshares Tr Qlt Div Def Idx (QDEF) 0.1 $252k 3.4k 74.05
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $248k 3.0k 82.14
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $241k 3.1k 77.50
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.1 $240k 8.6k 28.00
T. Rowe Price (TROW) 0.1 $224k 2.3k 96.50
Yum! Brands (YUM) 0.1 $224k 1.5k 148.18
Uber Technologies (UBER) 0.1 $223k 2.4k 93.30
Avery Dennison Corporation (AVY) 0.1 $218k 1.2k 175.51
Merck & Co (MRK) 0.1 $215k 2.7k 79.16
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $204k 4.0k 50.74
Clorox Company (CLX) 0.1 $200k 1.7k 120.07
Arrowhead Pharmaceuticals (ARWR) 0.1 $179k 11k 15.80
Hecla Mining Company (HL) 0.0 $69k 12k 5.99