Arrowroot Family Office, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$172M
Signature - Title
Roberto Santos - CEO
Location
Marina Del Rey, CA
Summary
This page shows a list of all the recent 13F filings made by Arrowroot Family Office, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Arrowroot Family Office, LLC reported 127 stock holdings with total value $172M as of Q3 2024. Top holdings included VONG, VONV, VTI, FDIV, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 127 $172M +$15.9M -$9.45M +$6.47M VONG, VONV, VTI, FDIV, AGG 13F-HR 11/14/2024, 12:26 PM
Q2 2024 119 $156M +$9.02M -$9.94M -$920K VONG, VONV, VTI, FDIV, VOO 13F-HR 8/13/2024, 02:17 PM
Q1 2024 124 $156M +$14.1M -$4.52M +$9.57M VONG, VONV, VTI, SCHD, VOO 13F-HR 5/14/2024, 04:46 PM
Q4 2023 121 $141M +$13.7M -$11.2M +$2.53M VONG, VONV, SCHD, VTI, VOO 13F-HR 4/16/2024, 07:27 PM
Q3 2023 115 $127M +$16.2M -$16.5M -$243K VONG, VTI, VONV, SCHD, VOO 13F-HR 4/16/2024, 07:27 PM
Q2 2023 123 $132M +$27.8M -$17.4M +$10.4M VTI, SCHD, VOO, SCHM, VIG 13F-HR 4/16/2024, 07:26 PM
Q1 2023 116 $117M $0 $0 VTI, VOO, SCHM, BSV, SCHD 13F-HR 4/16/2024, 07:25 PM