13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002017744
Total reported value
$349.3M
$349.3M
124 檔
10.0%
In Q1 2024, Arrowroot Family Office, LLC's U.S. equity holdings reached a combined market value of $349.3M, distributed across 124 disclosed stock positions.
During Q1 2024, Arrowroot Family Office, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.72% | +0.51% | +6.36% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 4.53% | +0.13% | +5.55% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.14% | +0.01% | +1.81% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.55% | -0.30% | -10.66% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.53% | -0.01% | -0.41% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.02% | +0.10% | +433.45% | |
| 7 | FDIV | Marketdsk Focused US Dvd ETF | ETF-Other | 2.81% | -0.16% | +63.30% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.48% | -0.04% | -0.59% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.46% | -0.09% | +1.20% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.44% | +0.02% | +0.21% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.38% | +0.19% | +8.76% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.37% | +0.10% | +3.62% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.37% | -0.05% | +4.32% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.07% | -0.73% | +13.82% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.93% | +0.10% | +27.50% | |
| 16 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.67% | -0.12% | -2.90% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.66% | +0.12% | +9.23% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.43% | -0.14% | -0.57% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.04% | +2.23% | |
| 20 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 1.37% | -0.17% | -0.52% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.35% | -0.22% | -0.23% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | -0.01% | -0.47% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.04% | -0.81% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.19% | -0.07% | +6.66% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.14% | +0.05% | -1.90% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.10% | -0.27% | -1.22% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.05% | +0.04% | +6.13% | |
| 28 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.95% | -0.09% | +6.49% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.92% | -0.01% | -0.53% | |
| 30 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 0.88% | — | +0.04% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.88% | — | -0.27% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.86% | -0.18% | -0.77% | |
| 33 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.85% | -0.11% | +11.66% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.84% | -0.01% | -5.18% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.84% | -0.09% | -3.25% | |
| 36 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 0.80% | -0.02% | -3.52% | |
| 37 | QVMT | Invesco S&p 500 Concentrated | ETF-Large Cap & Growth | 0.79% | — | +2.55% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.77% | -0.01% | -36.26% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.07% | -4.85% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.10% | +0.19% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.08% | +0.08% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.64% | -0.02% | +6.91% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | — | -1.91% | |
| 44 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.63% | +0.15% | +147.20% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.61% | +0.13% | +19.10% | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.61% | +0.01% | +10.20% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.61% | -0.01% | -1.97% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.59% | -0.01% | -13.79% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.02% | -3.60% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.05% | -0.76% |
According to official SEC Form 13F filings, Arrowroot Family Office, LLC reported a total U.S. public equity portfolio value of $349.3M across 124 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONG, VONV, VTI) accounted for 10.0% of total reported equity market value during Q1 2024.
During Q1 2024, Arrowroot Family Office, LLC's top holdings by market value included VONG (6.7%)、VONV (4.5%)、VTI (4.1%). The largest single position, VONG, represented 6.7% of total portfolio value.
In Q1 2024, Arrowroot Family Office, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.