MondegarAI
Arrowroot Family Office, LLC

Q4 2024 · 13F-HR

Arrowroot Family Office, LLCholdings as filed

Filed 2025-02-14 · accession 0001420506-25-000507

$192.3M
Reported value
133
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C680VONGVANGUARD SCOTTSDALE FDS$15.8M8.20%152,720CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$9.6M4.98%117,774CommonNONE
464287226AGGISHARES TR$8.2M4.27%84,795CommonNONE
922908769VTIVANGUARD INDEX FDS$7.4M3.84%25,507CommonNONE
02072L417FDIVEA SERIES TRUST$6.8M3.54%251,059CommonNONE
464287507IJHISHARES TR$6.1M3.17%97,968CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5.3M2.78%195,590CommonNONE
922908363VOOVANGUARD INDEX FDS$4.8M2.48%8,860CommonNONE
037833100AAPLAPPLE INC$4.6M2.38%18,305CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.5M2.32%22,756CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.4M2.30%7,531CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$4.1M2.15%72,193CommonNONE
46090E103QQQINVESCO QQQ TR$4.0M2.07%7,803CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.9M2.01%80,805CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.8M2.00%49,680CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.5M1.83%79,789CommonNONE
464287804IJRISHARES TR$3.4M1.75%29,261CommonNONE
78470P200STOTSSGA ACTIVE TR$3.2M1.64%67,313CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M1.55%6,583CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.8M1.46%55,667CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.7M1.42%98,415CommonNONE
72201R866MUNIPIMCO ETF TR$2.7M1.41%52,504CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.5M1.30%19,641CommonNONE
594918104MSFTMICROSOFT CORP$2.3M1.22%5,564CommonNONE
78463V107GLDSPDR GOLD TR$2.3M1.20%9,507CommonNONE
79466L302CRMSALESFORCE INC$1.9M0.97%5,582CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.9M0.96%40,925CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.87%7,662CommonNONE
922908751VBVANGUARD INDEX FDS$1.7M0.87%6,967CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.7M0.87%7,920CommonNONE
46432F842IEFAISHARES TR$1.5M0.80%22,018CommonNONE
464287556IBBISHARES TR$1.5M0.78%11,395CommonNONE
72201R635MINOPIMCO ETF TR$1.5M0.77%32,863CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.5M0.76%18,322CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.4M0.74%15,045CommonNONE
808524698SCHISCHWAB STRATEGIC TR$1.4M0.74%64,276CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.4M0.73%27,815CommonNONE
464287457SHYISHARES TR$1.4M0.70%16,468CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.3M0.70%14,731CommonNONE
92826C839VVISA INC$1.2M0.65%3,938CommonNONE
464287242LQDISHARES TR$1.2M0.63%11,360CommonNONE
46435U473HYBBISHARES TR$1.2M0.63%26,160CommonNONE
72201R775BONDPIMCO ETF TR$1.2M0.62%13,129CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$1.2M0.61%10,397CommonNONE
149123101CATCATERPILLAR INC$1.1M0.59%3,148CommonNONE
37954Y855LITGLOBAL X FDS$1.1M0.59%27,805CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.55%1,151CommonNONE
46429B697USMVISHARES TR$1.0M0.54%11,789CommonNONE
78468R556XOPSPDR SER TR$1.0M0.53%7,759CommonNONE
532457108LLYELI LILLY & CO$1.0M0.53%1,330CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$901,8400.47%15,676CommonNONE
464287432TLTISHARES TR$897,5370.47%10,278CommonNONE
464287499IWRISHARES TR$890,4590.46%10,073CommonNONE
26701L100BROSDUTCH BROS INC$890,0410.46%16,992CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$867,7970.45%12,397CommonNONE
92204A306VDEVANGUARD WORLD FD$825,8910.43%6,808CommonNONE
922908736VUGVANGUARD INDEX FDS$810,6300.42%1,975CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$802,6660.42%4,581CommonNONE
464287200IVVISHARES TR$784,4810.41%1,333CommonNONE
46138E396QVMTINVESCO EXCH TRADED FD TR II$784,1560.41%15,937CommonNONE
922908744VTVVANGUARD INDEX FDS$778,5120.40%4,598CommonNONE
72201R817CORPPIMCO ETF TR$765,7410.40%8,052CommonNONE
808524607SCHASCHWAB STRATEGIC TR$720,7190.37%27,870CommonNONE
46434G103IEMGISHARES INC$697,5180.36%13,357CommonNONE
02079K305GOOGLALPHABET INC$692,3510.36%3,657CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$689,6950.36%5,013CommonNONE
67066G104NVDANVIDIA CORPORATION$669,8480.35%4,988CommonNONE
464287523SOXXISHARES TR$638,9140.33%2,965CommonNONE
166764100CVXCHEVRON CORP NEW$604,7560.31%4,175CommonNONE
464287168DVYISHARES TR$585,5600.30%4,460CommonNONE
464285204IAUISHARES GOLD TR$574,6130.30%11,606CommonNONE
921935706VFQYVANGUARD WELLINGTON FD$547,6340.28%3,887CommonNONE
92204A405VFHVANGUARD WORLD FD$542,4140.28%4,594CommonNONE
78468R663BILSPDR SER TR$530,2900.28%5,800CommonNONE
02079K107GOOGALPHABET INC$526,9470.27%2,767CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$525,5020.27%923CommonNONE
G0403H108AONAON PLC$518,8780.27%1,445CommonNONE
654106103NKENIKE INC$504,4960.26%6,667CommonNONE
88160R101TSLATESLA INC$503,9920.26%1,248CommonNONE
742718109PGPROCTER AND GAMBLE CO$478,0420.25%2,851CommonNONE
478160104JNJJOHNSON & JOHNSON$476,3170.25%3,294CommonNONE
46434V621DGROISHARES TR$467,9470.24%7,629CommonNONE
254687106DISDISNEY WALT CO$466,4550.24%4,189CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$459,3700.24%6,853CommonNONE
88339J105TTDTHE TRADE DESK INC$457,8970.24%3,896CommonNONE
46434V456IQLTISHARES TR$450,5250.23%12,137CommonNONE
92204A702VGTVANGUARD WORLD FD$432,9060.23%696CommonNONE
464288414MUBISHARES TR$418,8930.22%3,931CommonNONE
464288802SUSAISHARES TR$415,7160.22%3,419CommonNONE
72201R833MINTPIMCO ETF TR$408,2230.21%4,068CommonNONE
46429B689EFAVISHARES TR$394,8350.21%5,584CommonNONE
921937835BNDVANGUARD BD INDEX FDS$388,6750.20%5,405CommonNONE
78464A854SPYMSPDR SER TR$380,4700.20%5,519CommonNONE
464287762IYHISHARES TR$371,4130.19%6,374CommonNONE
30231G102XOMEXXON MOBIL CORP$361,9750.19%3,365CommonNONE
46432F396MTUMISHARES TR$343,2730.18%1,659CommonNONE
92204A207VDCVANGUARD WORLD FD$323,6850.17%1,531CommonNONE
713448108PEPPEPSICO INC$320,5410.17%2,108CommonNONE
72201R585PYLDPIMCO ETF TR$318,8950.17%12,303CommonNONE
33939L845QDEFFLEXSHARES TR$317,9710.17%4,528CommonNONE
78464A508SPYVSPDR SER TR$316,3460.16%6,186CommonNONE
87612E106TGTTARGET CORP$312,7050.16%2,313CommonNONE
437076102HDHOME DEPOT INC$311,6930.16%801CommonNONE
94106L109WMWASTE MGMT INC DEL$306,3110.16%1,518CommonNONE
988498101YUMYUM BRANDS INC$297,9690.15%2,221CommonNONE
922908553VNQVANGUARD INDEX FDS$294,2490.15%3,303CommonNONE
31428X106FDXFEDEX CORP$292,3100.15%1,039CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$291,8620.15%853CommonNONE
30303M102METAMETA PLATFORMS INC$290,6110.15%496CommonNONE
316092246FCLDFIDELITY COVINGTON TRUST$267,3270.14%9,730CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$265,7360.14%1,109CommonNONE
97717W307DLNWISDOMTREE TR$257,1680.13%3,306CommonNONE
025072505TAXFAMERICAN CENTY ETF TR$257,1160.13%5,128CommonNONE
032108409DIVOAMPLIFY ETF TR$252,9360.13%6,248CommonNONE
30212W100AGNTEXP WORLD HLDGS INC$252,8060.13%21,964CommonNONE
931142103WMTWALMART INC$248,4180.13%2,750CommonNONE
550021109LULULULULEMON ATHLETICA INC$243,9780.13%638CommonNONE
464287440IEFISHARES TR$236,0230.12%2,553CommonNONE
539830109LMTLOCKHEED MARTIN CORP$232,7610.12%479CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$221,6910.12%1,855CommonNONE
464288513HYGISHARES TR$218,2660.11%2,775CommonNONE
11135F101AVGOBROADCOM INC$218,2100.11%941CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$213,7980.11%1,770CommonNONE
693506107PPGPPG INDS INC$211,4270.11%1,770CommonNONE
747525103QCOMQUALCOMM INC$210,8520.11%1,373CommonNONE
25434V757DEHPDIMENSIONAL ETF TRUST$210,4460.11%8,506CommonNONE
372460105GPCGENUINE PARTS CO$210,2850.11%1,801CommonNONE
831865209AOSSMITH A O CORP$205,5850.11%3,014CommonNONE
00287Y109ABBVABBVIE INC$203,6520.11%1,146CommonNONE
053332102AZOAUTOZONE INC$201,7260.10%63CommonNONE
580135101MCDMCDONALDS CORP$201,1860.10%694CommonNONE
422704106HLHECLA MNG CO$107,8970.06%21,975CommonNONE
6541103038NI0NIKOLA CORP$71,9120.04%60,430CommonNONE

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.