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CIK: 0002017744
Total reported value
$349.3M
$349.3M
133 檔
13.7%
In Q4 2024, Arrowroot Family Office, LLC's U.S. equity holdings reached a combined market value of $349.3M, distributed across 133 disclosed stock positions.
During Q4 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 | 8.20% | +0.51% | +5.06% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-Other | 4.98% | +0.13% | +8.54% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.27% | -0.73% | +46.42% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.84% | +0.01% | +2.58% | |
| 5 | FDIV | Marketdsk Focused US Dvd ETF | ETF-Other | 3.54% | -0.16% | +9.18% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.17% | +0.10% | +6.74% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.78% | -0.30% | +202.79% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | -0.01% | -11.98% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.38% | +0.04% | +37.27% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.32% | -0.09% | +10.79% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.30% | +0.02% | +16.62% | |
| 12 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.15% | +0.13% | +13.86% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.07% | +0.10% | -0.98% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.01% | +0.19% | +6.15% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.00% | -0.22% | +62.09% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.83% | +0.10% | +5.14% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.75% | +0.12% | +5.83% | |
| 18 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-Other | 1.64% | -0.17% | +56.91% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | -0.04% | +30.67% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.46% | -0.18% | +73.67% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.42% | -0.04% | +133.42% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.41% | -0.12% | -1.56% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.30% | -0.14% | +24.40% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.10% | +108.39% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.20% | -0.27% | +25.06% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.09% | +18.92% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.96% | +0.01% | +16.27% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.02% | +50.80% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.87% | -0.01% | -15.28% | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.87% | — | +15.49% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | +0.04% | +1.62% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.78% | +0.01% | +61.84% | |
| 33 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.77% | -0.09% | -0.48% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.76% | -0.01% | +15.05% | |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.74% | +0.15% | +0.13% | |
| 36 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.74% | — | +129.52% | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.73% | — | +13.40% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.70% | +0.05% | +3.97% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.70% | -0.01% | +0.62% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.06% | +318.05% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.63% | +0.13% | +5.65% | |
| 42 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 0.63% | -0.03% | +12.13% | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.62% | -0.11% | +2.09% | |
| 44 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 0.61% | -0.02% | +0.13% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.09% | — | |
| 46 | LIT | Global X Lithium & Battery T | ETF-Other | 0.59% | — | +27.96% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.05% | +13.18% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.05% | -18.18% | |
| 49 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.53% | — | +81.12% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.08% | +0.08% |
According to official SEC Form 13F filings, Arrowroot Family Office, LLC reported a total U.S. public equity portfolio value of $349.3M across 133 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VONG, VONV, AGG) accounted for 13.7% of total reported equity market value during Q4 2024.
During Q4 2024, Arrowroot Family Office, LLC's top holdings by market value included VONG (8.2%)、VONV (5.0%)、AGG (4.3%). The largest single position, VONG, represented 8.2% of total portfolio value.
In Q4 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.
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