MondegarAI
Arrowroot Family Office, LLC

Q3 2024 · 13F-HR

Arrowroot Family Office, LLCholdings as filed

Filed 2024-11-14 · accession 0001420506-24-002507

$171.6M
Reported value
127
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C680VONGVANGUARD SCOTTSDALE FDS$14.0M8.18%145,369CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$9.0M5.27%108,512CommonNONE
922908769VTIVANGUARD INDEX FDS$7.0M4.10%24,865CommonNONE
02072L417FDIVEA SERIES TRUST$6.7M3.88%229,959CommonNONE
464287226AGGISHARES TR$5.9M3.42%57,913CommonNONE
464287507IJHISHARES TR$5.7M3.33%91,782CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5.5M3.18%64,595CommonNONE
922908363VOOVANGUARD INDEX FDS$5.3M3.10%10,066CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.1M2.37%20,539CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.0M2.34%76,126CommonNONE
46090E103QQQINVESCO QQQ TR$3.8M2.24%7,880CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.7M2.16%6,458CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.6M2.12%75,888CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$3.6M2.09%63,403CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$3.5M2.04%42,163CommonNONE
464287804IJRISHARES TR$3.2M1.88%27,649CommonNONE
037833100AAPLAPPLE INC$3.1M1.81%13,335CommonNONE
72201R866MUNIPIMCO ETF TR$2.8M1.65%53,338CommonNONE
921937827BSVVANGUARD BD INDEX FDS$2.4M1.41%30,650CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M1.35%5,038CommonNONE
78470P200STOTSSGA ACTIVE TR$2.0M1.19%42,899CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.0M1.18%15,789CommonNONE
922908751VBVANGUARD INDEX FDS$2.0M1.14%8,224CommonNONE
78463V107GLDSPDR GOLD TR$1.8M1.08%7,602CommonNONE
46432F842IEFAISHARES TR$1.7M0.99%21,666CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.7M0.97%35,198CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.6M0.95%32,054CommonNONE
72201R635MINOPIMCO ETF TR$1.5M0.89%33,022CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.5M0.89%14,640CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.4M0.82%15,925CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.4M0.80%6,858CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.4M0.79%15,026CommonNONE
464287457SHYISHARES TR$1.3M0.77%15,839CommonNONE
46429B697USMVISHARES TR$1.3M0.77%14,409CommonNONE
808524698SCHISCHWAB STRATEGIC TR$1.3M0.75%28,004CommonNONE
79466L302CRMSALESFORCE INC$1.3M0.75%4,694CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.2M0.73%24,529CommonNONE
72201R775BONDPIMCO ETF TR$1.2M0.71%12,860CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$1.2M0.71%10,384CommonNONE
464287242LQDISHARES TR$1.2M0.71%10,752CommonNONE
532457108LLYELI LILLY & CO$1.2M0.69%1,329CommonNONE
594918104MSFTMICROSOFT CORP$1.1M0.67%2,670CommonNONE
46435U473HYBBISHARES TR$1.1M0.64%23,330CommonNONE
464287556IBBISHARES TR$1.0M0.60%7,041CommonNONE
464287200IVVISHARES TR$995,1970.58%1,725CommonNONE
37954Y855LITGLOBAL X FDS$947,2110.55%21,730CommonNONE
023135106AMZNAMAZON COM INC$946,7430.55%5,081CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$901,2460.53%1,017CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$850,8420.50%14,297CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$834,6500.49%11,636CommonNONE
464287432TLTISHARES TR$833,1080.49%8,492CommonNONE
72201R817CORPPIMCO ETF TR$798,3850.47%8,028CommonNONE
46138E396QVMTINVESCO EXCH TRADED FD TR II$790,8080.46%15,883CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$767,3090.45%4,283CommonNONE
46434G103IEMGISHARES INC$759,3480.44%13,227CommonNONE
464287499IWRISHARES TR$743,2480.43%8,433CommonNONE
922908744VTVVANGUARD INDEX FDS$725,8540.42%4,158CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$713,7080.42%4,634CommonNONE
808524607SCHASCHWAB STRATEGIC TR$700,0710.41%13,594CommonNONE
922908736VUGVANGUARD INDEX FDS$689,5080.40%1,796CommonNONE
46434V621DGROISHARES TR$658,9170.38%10,511CommonNONE
464287168DVYISHARES TR$638,6540.37%4,728CommonNONE
166764100CVXCHEVRON CORP NEW$616,6920.36%4,187CommonNONE
464285204IAUISHARES GOLD TR$596,0520.35%11,993CommonNONE
654106103NKENIKE INC$595,7670.35%6,739CommonNONE
921935706VFQYVANGUARD WELLINGTON FD$585,7130.34%4,099CommonNONE
78468R556XOPSPDR SER TR$563,4320.33%4,284CommonNONE
67066G104NVDANVIDIA CORPORATION$557,8510.33%4,594CommonNONE
05464C101AXONAXON ENTERPRISE INC$557,8420.33%1,396CommonNONE
26701L100BROSDUTCH BROS INC$552,8060.32%17,259CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$529,7360.31%930CommonNONE
92204A405VFHVANGUARD WORLD FD$511,8510.30%4,657CommonNONE
92204A702VGTVANGUARD WORLD FD$502,8970.29%857CommonNONE
02079K305GOOGLALPHABET INC$500,0980.29%3,015CommonNONE
G0403H108AONAON PLC$499,8520.29%1,445CommonNONE
254687106DISDISNEY WALT CO$470,6580.27%4,893CommonNONE
46429B689EFAVISHARES TR$464,3270.27%6,054CommonNONE
464288414MUBISHARES TR$458,6170.27%4,222CommonNONE
46434V456IQLTISHARES TR$447,5940.26%10,788CommonNONE
921937835BNDVANGUARD BD INDEX FDS$442,1980.26%5,887CommonNONE
92204A306VDEVANGUARD WORLD FD$427,4490.25%3,490CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$417,0070.24%6,199CommonNONE
478160104JNJJOHNSON & JOHNSON$416,4870.24%2,570CommonNONE
464288802SUSAISHARES TR$412,1470.24%3,424CommonNONE
464287762IYHISHARES TR$411,8400.24%6,336CommonNONE
72201R833MINTPIMCO ETF TR$408,7010.24%4,059CommonNONE
437076102HDHOME DEPOT INC$403,8220.24%997CommonNONE
30231G102XOMEXXON MOBIL CORP$394,3750.23%3,364CommonNONE
33939L845QDEFFLEXSHARES TR$383,3640.22%5,361CommonNONE
78464A854SPYMSPDR SER TR$372,6560.22%5,520CommonNONE
713448108PEPPEPSICO INC$363,9050.21%2,140CommonNONE
02079K107GOOGALPHABET INC$343,0740.20%2,052CommonNONE
46432F396MTUMISHARES TR$336,1090.20%1,658CommonNONE
92204A207VDCVANGUARD WORLD FD$335,4550.20%1,535CommonNONE
88160R101TSLATESLA INC$330,1770.19%1,262CommonNONE
72201R585PYLDPIMCO ETF TR$326,8620.19%12,265CommonNONE
94106L109WMWASTE MGMT INC DEL$317,2520.18%1,528CommonNONE
87612E106TGTTARGET CORP$309,4490.18%1,985CommonNONE
922908553VNQVANGUARD INDEX FDS$309,0160.18%3,172CommonNONE
30212W100AGNTEXP WORLD HLDGS INC$303,4560.18%21,537CommonNONE
30303M102METAMETA PLATFORMS INC$290,9460.17%508CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$288,6660.17%4,582CommonNONE
97717W307DLNWISDOMTREE TR$286,2850.17%3,644CommonNONE
78464A508SPYVSPDR SER TR$284,3040.17%5,378CommonNONE
988498101YUMYUM BRANDS INC$282,2140.16%2,020CommonNONE
464288513HYGISHARES TR$280,0860.16%3,488CommonNONE
6541103038NI0NIKOLA CORP$276,7690.16%60,430CommonNONE
92826C839VVISA INC$259,0350.15%942CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$250,0190.15%6,039CommonNONE
742718109PGPROCTER AND GAMBLE CO$248,8020.14%1,437CommonNONE
931142103WMTWALMART INC$248,1860.14%3,074CommonNONE
88339J105TTDTHE TRADE DESK INC$248,1380.14%2,263CommonNONE
032108409DIVOAMPLIFY ETF TR$244,8620.14%5,945CommonNONE
452308109ITWILLINOIS TOOL WKS INC$243,3530.14%929CommonNONE
025072505TAXFAMERICAN CENTY ETF TR$243,0670.14%4,727CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$241,0190.14%1,143CommonNONE
579780206MKCMCCORMICK & CO INC$237,1890.14%2,882CommonNONE
25434V757DEHPDIMENSIONAL ETF TRUST$227,4260.13%8,464CommonNONE
464287523SOXXISHARES TR$218,0130.13%945CommonNONE
009158106APDAIR PRODS & CHEMS INC$216,4570.13%727CommonNONE
704326107PAYXPAYCHEX INC$214,4360.12%1,598CommonNONE
539830109LMTLOCKHEED MARTIN CORP$212,4030.12%363CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$210,3140.12%2,958CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$204,4020.12%1,855CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$202,6730.12%4,853CommonNONE
693506107PPGPPG INDS INC$202,2660.12%1,527CommonNONE
97717W406AIVLWISDOMTREE TR$200,8970.12%1,805CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.