Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARROWROOT FAMILY OFFICE LLC | 08-13-2024 | 06-30-2024 | 119 | 156,253,307 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1 | $12,297,114 | 131,085 | 0.01 | 0.01 | 10,002 | 8.26 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 2 | $7,402,999 | 96,683 | 0.00 | 0.00 | 6,871 | 7.65 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $6,650,652 | 24,861 | 0.00 | 0.00 | 31 | 0.12 | 06-30-2024 |
| EA SERIES TRUST | MARKETDESK FOCUS | 4 | $5,579,176 | 206,943 | 0.00 | 0.00 | 50,927 | 32.64 | 06-30-2024 |
