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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 51 | $778,513 | 7,841 | 0.00 | 0.00 | -233 | -2.89 | 06-30-2024 |
| PIMCO ETF TR | INV GRD CRP BD | 52 | $766,264 | 8,060 | 0.00 | 0.00 | 895 | 12.49 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 53 | $728,866 | 12,859 | 0.00 | 0.00 | 48 | 0.37 | 06-30-2024 |
| ISHARES INC | CORE MSCI EMKT | 54 | $721,839 | 13,485 | 0.00 | 0.00 | -457 | -3.28 | 06-30-2024 |
