Arrowroot Family Office, LLC Reduced Holdings in Q4 2024

Arrowroot Family Office, LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.21K
- 11.98%
$521.84 - $558.82 $629K - $674K
8.86K $4.77B
VB
Vanguard Small Cap ETF

ETFs
-1.26K
- 15.28%
$233.76 - $261.58 $294K - $329K
6.97K $1.67B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.62K
- 18.18%
$88.59 - $94.57 $232K - $248K
11.8K $1.05B
IVV
Ishares Core S&P 500 ETF

ETFs
-392
- 22.72%
$570.51 - $610.59 $224K - $239K
1.33K $784M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.88K
- 27.42%
$60.73 - $64.94 $175K - $187K
7.63K $468M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-834
- 1.56%
$51.58 - $52.91 $43K - $44.1K
52.5K $2.72B
HD
Home Depot, Inc.

Consumer Cyclical
-196
- 19.66%
$385.02 - $431.37 $75.5K - $84.5K
801 $312M
NKE
Nike, Inc.

Consumer Cyclical
-72
- 1.07%
$73.36 - $89.13 $5.28K - $6.42K
6.67K $504M
VGT
Vanguard Information Technolog

ETFs
-161
- 18.79%
$571.78 - $647.97 $92.1K - $104K
696 $433M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-470
- 7.76%
$70.1 - $76.53 $32.9K - $36K
5.58K $395M
HYG
Ishares Tr

ETFs
-713
- 20.44%
$78.09 - $80.04 $55.7K - $57.1K
2.78K $218M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-482
- 8.19%
$71.75 - $75.11 $34.6K - $36.2K
5.41K $389M
DVY
Ishares Tr

ETFs
-268
- 5.67%
$129.55 - $143.41 $34.7K - $38.4K
4.46K $586M
MINO
Pimco ETF Tr Municipal Income

ETFs
-159
- 0.48%
$44.94 - $46.07 $7.15K - $7.33K
32.9K $1.48B
PEP
Pepsico Inc

Consumer Defensive
-32
- 1.5%
$151.29 - $176.1 $4.84K - $5.64K
2.11K $321M
MUB
Ishares National Muni Bond ETF

ETFs
-291
- 6.89%
$105.78 - $108.7 $30.8K - $31.6K
3.93K $419M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-212
- 5.17%
$139.44 - $150.37 $29.6K - $31.9K
3.89K $548M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-338
- 9.28%
$77.23 - $82.11 $26.1K - $27.8K
3.31K $257M
IAU
Ishares Gold Trust

ETFs
-387
- 3.23%
$48.37 - $52.65 $18.7K - $20.4K
11.6K $575M
CVX
Chevron Corp

Energy
-12
- 0.29%
$141.15 - $162.53 $1.69K - $1.95K
4.18K $605M
VDC
Vanguard Consumer Staples ETF

ETFs
-4
- 0.26%
$210.96 - $223.62 $844 - $894
1.53K $324M
WM
Waste Management Inc

Industrials
-10
- 0.65%
$201.79 - $228.46 $2.02K - $2.28K
1.52K $306M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-7
- 0.75%
$563.99 - $620.12 $3.95K - $4.34K
923 $526M
DIS
Walt Disney CO

Communication Services
-704
- 14.39%
$92.39 - $117.6 $65K - $82.8K
4.19K $466M
META
Meta Platforms, Inc.

Communication Services
-12
- 2.36%
$554.08 - $632.68 $6.65K - $7.59K
496 $291M
WMT
Walmart Inc.

Consumer Defensive
-324
- 10.54%
$79.1 - $95.7 $25.6K - $31K
2.75K $248M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-5
- 0.15%
$118.0 - $127.04 $590 - $635
3.42K $416M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1
- 0.02%
$66.77 - $71.52 $66.8 - $71.5
5.52K $380M
JPM
Jpmorgan Chase & CO

Financial Services
-34
- 2.97%
$205.18 - $250.29 $6.98K - $8.51K
1.11K $266M
VFH
Vanguard Financial ETF

ETFs
-63
- 1.35%
$108.87 - $126.2 $6.86K - $7.95K
4.59K $542M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-77
- 0.98%
$481.22 - $538.17 $37.1K - $41.4K
7.8K $3.99B
TSLA
Tesla, Inc.

Consumer Cyclical
-14
- 1.11%
$213.65 - $479.86 $2.99K - $6.72K
1.25K $504M
BROS
Dutch Bros Inc.

Consumer Cyclical
-267
- 1.55%
$30.72 - $55.82 $8.2K - $14.9K
17K $890M
Activity Summary
Buys All Purchases 96 New Holdings 16 Increased Positions 80 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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