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Arrowroot Family Office LLC

Portfolio Manager
Arrowroot Family Office LLC
Performance
-1.56% (2026 Q1)
AUM (13F)
$302.50M
# of Holdings
156
Performance Rank
Allocation (Top 20)
56.25%

Arrowroot Family Office LLC Holdings Map

Top 50 Arrowroot Family Office LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VONG
VANGUARD SCOTTSDALE FDS
7.49%206.7K$22.7M
+6.84%(+13.23K)
2025-Q1: 0 shares2025-Q2: 172.0K shares2025-Q3: 179.7K shares2025-Q4: 193.4K shares2026-Q1: 206.7K shares
$84.65(+47.35%)
2026-03-31
VONV
VANGUARD SCOTTSDALE FDS
5.39%174.0K$16.3M
+4.82%(+8.00K)
2025-Q1: 0 shares2025-Q2: 140.6K shares2025-Q3: 148.7K shares2025-Q4: 166.0K shares2026-Q1: 174.0K shares
$76.41(+41.64%)
2026-03-31
AGG
ISHARES TR
5.23%159.4K$15.8M
-6.69%(-11.43K)
2025-Q1: 0 shares2025-Q2: 123.0K shares2025-Q3: 137.5K shares2025-Q4: 170.8K shares2026-Q1: 159.4K shares
$98.90(-0.30%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4.58%216.4K$13.9M
+36.92%(+58.36K)
2025-Q1: 0 shares2025-Q2: 95.6K shares2025-Q3: 115.2K shares2025-Q4: 158.1K shares2026-Q1: 216.4K shares
$55.42(+27.77%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.43%191.9K$10.4M
+35.70%(+50.48K)
2025-Q1: 0 shares2025-Q2: 94.1K shares2025-Q3: 103.5K shares2025-Q4: 141.4K shares2026-Q1: 191.9K shares
$47.99(+23.02%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.1%29.2K$9.4M
+0.66%(+191)
2025-Q1: 0 shares2025-Q2: 26.5K shares2025-Q3: 27.9K shares2025-Q4: 29.0K shares2026-Q1: 29.2K shares
$215.10(+71.44%)
2026-03-31
IJH
ISHARES TR
2.84%127.3K$8.6M
+2.34%(+2.91K)
2025-Q1: 0 shares2025-Q2: 111.1K shares2025-Q3: 117.1K shares2025-Q4: 124.4K shares2026-Q1: 127.3K shares
$54.92(+38.56%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
2.53%249.7K$7.7M
-3.37%(-8.71K)
2025-Q1: 0 shares2025-Q2: 262.5K shares2025-Q3: 261.7K shares2025-Q4: 258.4K shares2026-Q1: 249.7K shares
$25.16(+28.74%)
2026-03-31
FDIV
EA SERIES TRUST
2.36%267.5K$7.1M
-6.15%(-17.51K)
2025-Q1: 0 shares2025-Q2: 278.9K shares2025-Q3: 282.0K shares2025-Q4: 285.0K shares2026-Q1: 267.5K shares
$26.70(+5.94%)
2026-03-31
GOVT
ISHARES TR
2.3%303.7K$7.0M
+112.40%(+160.71K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 143.0K shares2026-Q1: 303.7K shares
$23.01(-1.40%)
2026-03-31

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