Arrowroot Family Office, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$156M
Signature - Title
Roberto Santos - CEO
Location
4553 Glencoe Avenue, Suite 200, Marina Del Rey, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 119 $156M +$9.02M -$9.76M -$743K VONG, VONV, VTI, FDIV, VOO 13F-HR 8/13/2024, 02:17 PM
Q1 2024 123 $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 115 $117M $0 $0 VTI, VOO, SCHM, BSV, SCHD 13F-HR 4/16/2024, 07:25 PM