Arrowroot Family Office, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Arrowroot Family Office, LLC reported 156 stock positions worth $302.5 million. Its top holding was Vanguard Russell 1000 Growth (VONG) at 7.5% of the portfolio, followed by Vanguard Russell 1000 Value (VONV, 5.4%) and iShares Core U.S. Aggregate (AGG, 5.2%). Compared with Q4 2025, it opened 23 new positions, sold out of 7, added to 72 and reduced 56. The biggest buy was iShares US Treasury Bond ETF (GOVT, shares +112%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −7%).

Most Recent 13F
Q2 2026
Location
MARINA DEL REY, CA
CIK
0002017744
Portfolio Value
$302.5M (Q1 2026)
SEC Filing
0001420506-26-001082 ↗ filed May 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $156.1M Q1 2024 Q2 2024: $156.3M Q2 2024 Q3 2024: $171.6M Q3 2024 Q4 2024: $192.3M Q4 2024 Q2 2025: $223.1M Q2 2025 Q3 2025: $250.6M Q3 2025 Q4 2025: $274.9M Q4 2025 Q1 2026: $302.5M $302.5M Q1 2026 Q2 2026: $349.3M Q2 2026

Holdings 156 stocks · $302.5M
VONG Vanguard Russell 1000 Growth 7.49% 206,674 $22.7M Add +6.8%
VONV Vanguard Russell 1000 Value 5.39% 173,975 $16.3M Add +4.8%
AGG iShares Core U.S. Aggregate 5.23% 159,393 $15.8M Reduce -6.7%
VEA Vanguard Ftse Developed ETF 4.58% 216,425 $13.9M Add +36.9%
VWO Vanguard Ftse Emerging Marke 3.43% 191,869 $10.4M Add +35.7%
VTI VG Morningstar TS MKT ETF-US 3.10% 29,184 $9.4M Add +0.7%
IJH iShares Core S&P Midcap ETF 2.84% 127,341 $8.6M Add +2.3%
SCHD Schwab US DVD Equity ETF 2.53% 249,738 $7.7M Reduce -3.4%
FDIV Marketdsk Focused US DVD ETF 2.36% 267,483 $7.1M Reduce -6.2%
GOVT iShares US Treasury Bond ETF 2.30% 303,697 $7.0M Add +112.4%
VMBS Vanguard Mortgage-Backed Sec 2.21% 142,546 $6.7M Add +46.1%
JQUA JPMorgan US Quality Factor 1.97% 97,125 $6.0M Add +6.1%
QQQ Invesco QQQ Trust Series 1 1.86% 9,723 $5.6M Add +5.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.79% 8,320 $5.4M Reduce -3.2%
BRK.B Berkshire Hathaway Inc. Class B 1.74% 11,004 $5.3M Add +17.2%
FMTM Mrktdsk Foc US Mmntm ETF 1.68% 146,482 $5.1M Add +46.0%
IJR iShares Core S&P Small-Cap E 1.51% 36,791 $4.6M Reduce -2.0%
SCHI Schwab 5-10 Year Corporate B 1.46% 194,087 $4.4M Add +31.4%
BSV Vanguard Short-Term Bond ETF 1.43% 54,988 $4.3M Reduce -19.2%
JPST JPMorgan Ultra-Short Income 1.35% 80,669 $4.1M Reduce -11.8%
VOO Vanguard S&P 500 ETF 1.28% 6,466 $3.9M Reduce -17.6%
AAPL Apple Inc. 1.20% 14,344 $3.6M Reduce -0.5%
VIG Vanguard Dividend Apprec ETF 1.07% 15,056 $3.2M Reduce -11.4%
MUNI PIMCO Intermediate Municipal 1.06% 61,691 $3.2M Reduce -0.0%
STOT SS DL St Dur TR Tact ETF 1.03% 66,361 $3.1M Reduce -35.0%
BIL SS SPDR BB 1-3M T-Bill ETF 1.02% 33,626 $3.1M Reduce -28.4%
ALLW State Street Brgwtr All WTHR 0.96% 100,618 $2.9M Add +34.1%
HFND Unltd HFND Mult St Ret Track 0.95% 123,777 $2.9M Add +46.5%
VBIL Vanguard 0-3M T-Bill ETF 0.88% 35,361 $2.7M New
IQLT iShares MSCI International Q 0.85% 55,864 $2.6M Add +45.8%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.85% 98,078 $2.6M Add +17.8%
VIGI Vanguard Int Div App Indx FD 0.84% 28,652 $2.5M Add +3.0%
RSP Invesco S&P 500 Equal Weight 0.83% 13,084 $2.5M Add +123.8%
MINO PIMCO Municipal Income Oppor 0.76% 51,123 $2.3M Add +8.1%
VCSH Vanguard S/T Corp. Bond ETF 0.76% 29,077 $2.3M Add +185.3%
VYM Vanguard High DVD Yield ETF 0.76% 15,555 $2.3M Reduce -14.8%
MSFT Microsoft Corp. 0.75% 6,129 $2.3M Add +4.3%
GLD SPDR Gold Shares 0.75% 5,244 $2.3M Add +1.6%
IEFA iShares Core MSCI Eafe ETF 0.66% 22,114 $2.0M Reduce -0.2%
SCHM Schwab US Mid Cap ETF 0.65% 63,245 $2.0M Reduce -5.7%
SPMO Invesco S&P 500 Momentum ETF 0.61% 16,508 $1.9M Add +7.9%
CAT Caterpillar Inc. 0.58% 2,485 $1.8M Reduce -4.7%
IXUS iShares Core Intl Stock ETF 0.58% 20,234 $1.8M Reduce -0.3%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.54% 14,969 $1.6M Add +8.5%
BND Vanguard Total Bond Market 0.53% 21,738 $1.6M Reduce -38.0%
GOOG Alphabet Inc. Class C 0.50% 5,260 $1.5M Add +20.9%
CTA Simplify Managed Futures St 0.49% 48,995 $1.5M New
IBB iShares Biotechnology ETF 0.48% 8,689 $1.5M Reduce -19.8%
JEPI JPMorgan Equity Premium Inco 0.47% 24,953 $1.4M Add +18.5%
AMZN Amazon.com Inc. 0.46% 6,668 $1.4M Add +5.6%
LLY Eli Lilly & Co. 0.46% 1,502 $1.4M Add +3.2%
HYBB iShares BB Rated Corp. Bond 0.43% 28,051 $1.3M Add +23.3%
CL Colgate-Palmolive Co. 0.43% 15,195 $1.3M Reduce -1.1%
BOND PIMCO Active Bond Exchange-T 0.42% 13,779 $1.3M Add +0.4%
NVDA Nvidia Corp. 0.41% 7,176 $1.3M Add +17.1%
IWR iShares Russell Mid-Cap ETF 0.41% 12,614 $1.2M Add +15.2%
OZEM Roundhill GLP-1 & WGT LS ETF 0.40% 39,051 $1.2M New
GRID First TRST Nasd Class Edg Sgiif 0.39% 7,244 $1.2M New
GRPM Invesco S&P Midcap 400 Garp 0.38% 9,771 $1.2M Add +0.2%
V Visa Inc. Class A 0.38% 3,774 $1.1M Reduce -10.7%
VB Vanguard Most SM-Cap ETF-Usd 0.37% 4,248 $1.1M Add +4.3%
SHLD Global X Defense Tech ETF 0.36% 15,476 $1.1M New
INCM Franklin Income Focus ETF 0.36% 38,096 $1.1M New
POWR iShares US Power Infrastruct 0.34% 39,205 $1.0M New
SHY iShares 1-3 Year Treasury Bo 0.34% 12,390 $1.0M Add +26.8%
AIPO Defiance AI & Power Infr ETF 0.34% 40,866 $1.0M New
BNDX Vanguard Total Intl Bond ETF 0.33% 20,728 $996K New
USMV iShares MSCI USA Min Vol Fac 0.33% 10,707 $993K Add +3.6%
VWOB Vanguard Emerg MKTS Gov BND 0.32% 14,702 $966K New
COST Costco Wholesale Corp. 0.31% 952 $949K Add +1.6%
IAU iShares Gold Trust 0.31% 10,742 $947K Reduce -1.9%
GOOGL Alphabet Inc. Class A 0.31% 3,238 $931K Add +30.7%
XAR SS SPDR S&P Aerospace Def 0.31% 3,664 $931K New
IEMG iShares Core MSCI Emerging 0.31% 13,294 $927K Reduce -0.5%
QVMT Invesco S&P 500 Concentrated 0.31% 15,540 $924K Add +0.6%
USHY iShares Broad Usd High Yield 0.29% 23,969 $883K Add +6.9%
SPLV Invesco S&P 500 Low Volatili 0.28% 11,556 $845K Add +0.1%
IVV iShares Core S&P 500 ETF 0.28% 1,287 $840K Add +1.0%
CRM Salesforce Inc. 0.27% 4,418 $825K Reduce -13.8%
CORP PIMCO Inv Grade Corp. BD ETF 0.26% 8,135 $788K Reduce -4.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.26% 3,553 $772K Reduce -0.1%
CVX Chevron Corp. 0.25% 3,722 $770K Reduce -5.0%
AVDE Avantis International Equity 0.25% 8,961 $760K Add +9.7%
IWM iShares Russell 2000 ETF 0.25% 3,041 $754K Reduce -1.0%
PYLD PIMCO Multisector Bond Actv 0.24% 27,984 $733K Add +35.6%
BRK.A Berkshire Hathaway Inc. Class A 0.24% 1 $718K No change
SDMF Simplify Dbi Cta M/F Indx 0.23% 27,516 $696K New
XLV SS Health Care Select Sector 0.23% 4,739 $695K Reduce -1.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.22% 1,549 $677K Add +2.9%
DGRO iShares Core Dividend Growth 0.22% 9,635 $676K Add +17.6%
JNJ Johnson & Johnson 0.22% 2,748 $672K Reduce -1.2%
NET Cloudflare Inc. Class A 0.21% 3,105 $641K New
VFQY Vanguard U.S. Quality Factor 0.21% 4,242 $633K Add +2.4%
XOM Exxon Mobil Corp. 0.21% 3,690 $626K Add +3.9%
TSLA Tesla Inc. 0.21% 1,670 $621K Add +10.1%
TLT iShares 20+ Year Treasury BD 0.20% 6,968 $604K Reduce -24.7%
HFGM Unltd HFGM Global Macro ETF 0.19% 17,563 $563K Add +131.0%
PG The Procter & Gamble Co. 0.18% 3,841 $555K Reduce -7.7%
VGT Vanguard Info Tech ETF 0.18% 763 $533K Add +10.9%
NFLX Netflix Inc. 0.17% 5,420 $521K Add +71.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 2,072 $502K Add +12.4%
SPHQ Invesco S&P 500 Quality ETF 0.16% 6,332 $476K Add +0.4%
DVY iShares Select Dividend ETF 0.15% 3,079 $466K Add +1.0%
QQQM Invesco Nasdaq 100 ETF 0.15% 1,896 $451K Reduce -49.6%
VGK Vanguard Ftse Europe ETF 0.15% 5,458 $450K Add +80.5%
META Meta Platforms Inc. Class A 0.15% 774 $443K Add +11.5%
MTUM iShares MSCI USA Momentum Fa 0.14% 1,773 $426K Add +0.1%
AMD Advanced Micro Devices 0.14% 2,046 $416K Reduce -7.4%
FBND Fidelity Total Bond ETF 0.14% 8,967 $409K Reduce -14.3%
AON Aon PLC Class A 0.13% 1,256 $405K No change
SUSA iShares ESG Optimized MSCI U 0.13% 3,006 $397K Add +0.1%
URA Global X Uranium ETF 0.13% 8,127 $394K New
MU Micron Technology Inc. 0.13% 1,142 $386K Reduce -14.1%
VFH Vanguard Financials ETF 0.13% 3,154 $381K Add +0.5%
EFAV iShares MSCI Eafe Min Vol Fa 0.13% 4,161 $380K Reduce -4.2%
MDY State Street SPDR S&P Midcap 0.12% 609 $376K Reduce -15.8%
SOXX iShares Semiconductor ETF 0.12% 1,105 $363K Reduce -2.8%
WMT Walmart Inc. 0.12% 2,890 $359K Reduce -1.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 1,804 $354K Reduce -8.9%
MCD McDonald's Corp. 0.12% 1,139 $354K Add +23.1%
IBIT iShares Bitcoin Trust ETF 0.11% 8,598 $330K Add +10.5%
IYH iShares U.S. Healthcare ETF 0.11% 5,359 $330K Reduce -0.9%
MUB iShares National Muni Bond E 0.11% 3,026 $321K Add +13.1%
TAXF American Century Diver Muni 0.11% 6,369 $319K Add +2.7%
DIVO Amplify CWP Enhan Divid ETF 0.10% 7,010 $314K Reduce -1.1%
VDE Vanguard Energy ETF 0.10% 1,801 $312K Reduce -78.3%
JPM JPMorgan Chase & Co. 0.10% 1,037 $305K Add +18.6%
MINT PIMCO Enhanced Short Maturit 0.10% 2,987 $300K Reduce -8.2%
WM Waste Management Inc. 0.10% 1,304 $300K Reduce -8.4%
FPX First Trust US Equity Opport 0.10% 1,855 $295K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.10% 3,843 $294K Reduce -27.1%
DEHP Dimensional Emrg MRK Hi Prof 0.10% 8,682 $293K Add +0.1%
DFEB FT Vest U.S. Equity Deep Buf 0.09% 6,054 $287K No change
FDX FedEx Corp. 0.09% 791 $282K No change
RTX RTX Corp. 0.09% 1,405 $271K New
DLN Wisdomtree US Largecap Divid 0.09% 3,013 $269K Reduce -0.2%
YUM Yum! Brands Inc. 0.09% 1,678 $261K Add +12.7%
HYD Vaneck High Yield Muni ETF 0.09% 5,134 $257K New
SPYV SS SPDR P S&P 500 Value ETF 0.08% 4,529 $256K Reduce -5.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.08% 5,299 $243K New
MIY BlackRock Muniyield Mi QLTY 0.08% 20,278 $241K New
SETM Sprott Critical Material ETF 0.08% 7,175 $237K New
INTC Intel Corp. 0.08% 5,355 $236K Reduce -2.9%
HD Home Depot Inc. 0.08% 715 $235K Reduce -13.5%
SHYM iShares Short Duration High 0.08% 10,567 $233K New
ABBV Abbvie Inc. 0.08% 1,059 $230K New
BA The Boeing Co. 0.08% 1,155 $230K Add +1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 4,415 $215K Reduce -2.4%
AVEM Avantis Emerging Markets Eq 0.07% 2,666 $215K Add +0.3%
LMT Lockheed Martin Corp. 0.07% 355 $214K Reduce -31.9%
NKE Nike Inc. Class B 0.07% 4,047 $214K Reduce -13.6%
VDC Vanguard Consumer Staple ETF 0.07% 945 $212K Reduce -1.5%
GEV GE Vernova Inc. 0.07% 243 $212K New
AZO AutoZone Inc. 0.07% 62 $209K Add +5.1%
VEU Vanguard Ftse All-World Ex-U 0.07% 2,746 $206K New
FTMU Franklin Muncipal Income ETF 0.03% 12,423 $97K Add +0.6%

Portfolio Sells Q4 2025 → Q1 2026
AGG iShares Core U.S. Aggregate Reduce -6.7% 5.23% −0.98
STOT SS DL St Dur TR Tact ETF Reduce -35.0% 1.03% −0.72
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -28.4% 1.02% −0.54
BSV Vanguard Short-Term Bond ETF Reduce -19.2% 1.43% −0.52
VOO Vanguard S&P 500 ETF Reduce -17.6% 1.28% −0.51
FDIV Marketdsk Focused US DVD ETF Reduce -6.2% 2.36% −0.44
BND Vanguard Total Bond Market Reduce -38.0% 0.53% −0.42
XOP SS SPDR S&P Og Exp & Prod Sold out 0.00% −0.38
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.2% 1.79% −0.34
JPST JPMorgan Ultra-Short Income Reduce -11.8% 1.35% −0.33
VIG Vanguard Dividend Apprec ETF Reduce -11.4% 1.07% −0.29
VDE Vanguard Energy ETF Reduce -78.3% 0.10% −0.28
AAPL Apple Inc. Reduce -0.5% 1.20% −0.22
CRM Salesforce Inc. Reduce -13.8% 0.27% −0.22
QQQM Invesco Nasdaq 100 ETF Reduce -49.6% 0.15% −0.20
VYM Vanguard High DVD Yield ETF Reduce -14.8% 0.76% −0.19
IBB iShares Biotechnology ETF Reduce -19.8% 0.48% −0.18
V Visa Inc. Class A Reduce -10.7% 0.38% −0.16
IJR iShares Core S&P Small-Cap E Reduce -2.0% 1.51% −0.13
MUNI PIMCO Intermediate Municipal Reduce -0.0% 1.06% −0.11
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.11
UBER Uber Technologies Inc. Sold out 0.00% −0.10
FCLD Fidelity Cloud Computing ETF Sold out 0.00% −0.10
TLT iShares 20+ Year Treasury BD Reduce -24.7% 0.20% −0.09
SLV iShares Silver Trust Sold out 0.00% −0.09
SCHM Schwab US Mid Cap ETF Reduce -5.7% 0.65% −0.09
MA Mastercard Inc. Class A Sold out 0.00% −0.08
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.07
IEFA iShares Core MSCI Eafe ETF Reduce -0.2% 0.66% −0.06
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -27.1% 0.10% −0.06
SCHD Schwab US DVD Equity ETF Reduce -3.4% 2.53% −0.05
IXUS iShares Core Intl Stock ETF Reduce -0.3% 0.58% −0.05
CORP PIMCO Inv Grade Corp. BD ETF Reduce -4.1% 0.26% −0.04
XLV SS Health Care Select Sector Reduce -1.1% 0.23% −0.04
FBND Fidelity Total Bond ETF Reduce -14.3% 0.14% −0.04
NKE Nike Inc. Class B Reduce -13.6% 0.07% −0.04
AMD Advanced Micro Devices Reduce -7.4% 0.14% −0.03
MDY State Street SPDR S&P Midcap Reduce -15.8% 0.12% −0.03
PG The Procter & Gamble Co. Reduce -7.7% 0.18% −0.03
HD Home Depot Inc. Reduce -13.5% 0.08% −0.03
IWM iShares Russell 2000 ETF Reduce -1.0% 0.25% −0.03
LMT Lockheed Martin Corp. Reduce -31.9% 0.07% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -8.9% 0.12% −0.02
IEMG iShares Core MSCI Emerging Reduce -0.5% 0.31% −0.02
MINT PIMCO Enhanced Short Maturit Reduce -8.2% 0.10% −0.02
BAC Bank of America Corp. Reduce -2.4% 0.07% −0.02
IYH iShares U.S. Healthcare ETF Reduce -0.9% 0.11% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.1% 0.26% −0.02
WM Waste Management Inc. Reduce -8.4% 0.10% −0.01
SPYV SS SPDR P S&P 500 Value ETF Reduce -5.3% 0.08% −0.01

Portfolio Buys Q4 2025 → Q1 2026
GOVT iShares US Treasury Bond ETF Add +112.4% 2.30% +1.10
VEA Vanguard Ftse Developed ETF Add +36.9% 4.58% +0.99
VBIL Vanguard 0-3M T-Bill ETF New 0.88% +0.88
VWO Vanguard Ftse Emerging Marke Add +35.7% 3.43% +0.66
VMBS Vanguard Mortgage-Backed Sec Add +46.1% 2.21% +0.54
FMTM Mrktdsk Foc US Mmntm ETF Add +46.0% 1.68% +0.51
CTA Simplify Managed Futures St New 0.49% +0.49
VCSH Vanguard S/T Corp. Bond ETF Add +185.3% 0.76% +0.47
RSP Invesco S&P 500 Equal Weight Add +123.8% 0.83% +0.42
OZEM Roundhill GLP-1 & WGT LS ETF New 0.40% +0.40
GRID First TRST Nasd Class Edg Sgiif New 0.39% +0.39
SHLD Global X Defense Tech ETF New 0.36% +0.36
INCM Franklin Income Focus ETF New 0.36% +0.36
POWR iShares US Power Infrastruct New 0.34% +0.34
AIPO Defiance AI & Power Infr ETF New 0.34% +0.34
BNDX Vanguard Total Intl Bond ETF New 0.33% +0.33
VWOB Vanguard Emerg MKTS Gov BND New 0.32% +0.32
XAR SS SPDR S&P Aerospace Def New 0.31% +0.31
HFND Unltd HFND Mult St Ret Track Add +46.5% 0.95% +0.26
SDMF Simplify Dbi Cta M/F Indx New 0.23% +0.23
SCHI Schwab 5-10 Year Corporate B Add +31.4% 1.46% +0.22
IQLT iShares MSCI International Q Add +45.8% 0.85% +0.22
NET Cloudflare Inc. Class A New 0.21% +0.21
ALLW State Street Brgwtr All WTHR Add +34.1% 0.96% +0.21
URA Global X Uranium ETF New 0.13% +0.13
HFGM Unltd HFGM Global Macro ETF Add +131.0% 0.19% +0.11
RTX RTX Corp. New 0.09% +0.09
HYD Vaneck High Yield Muni ETF New 0.09% +0.09
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.08% +0.08
MIY BlackRock Muniyield Mi QLTY New 0.08% +0.08
SETM Sprott Critical Material ETF New 0.08% +0.08
SHYM iShares Short Duration High New 0.08% +0.08
ABBV Abbvie Inc. New 0.08% +0.08
GEV GE Vernova Inc. New 0.07% +0.07
VEU Vanguard Ftse All-World Ex-U New 0.07% +0.07
NFLX Netflix Inc. Add +71.4% 0.17% +0.06
VGK Vanguard Ftse Europe ETF Add +80.5% 0.15% +0.06
XOM Exxon Mobil Corp. Add +3.9% 0.21% +0.05
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +17.8% 0.85% +0.05
SHY iShares 1-3 Year Treasury Bo Add +26.8% 0.34% +0.04
PYLD PIMCO Multisector Bond Actv Add +35.6% 0.24% +0.04
HYBB iShares BB Rated Corp. Bond Add +23.3% 0.43% +0.04
JEPI JPMorgan Equity Premium Inco Add +18.5% 0.47% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +17.2% 1.74% +0.03
GOOGL Alphabet Inc. Class A Add +30.7% 0.31% +0.03
IWR iShares Russell Mid-Cap ETF Add +15.2% 0.41% +0.02
COST Costco Wholesale Corp. Add +1.6% 0.31% +0.02
DGRO iShares Core Dividend Growth Add +17.6% 0.22% +0.02
MCD McDonald's Corp. Add +23.1% 0.12% +0.01
AVDE Avantis International Equity Add +9.7% 0.25% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 174$349.3MVONG, VONV, VEA, AGG, VWO
Q1 2026Amended 156$302.5MVONG, VONV, AGG, VEA, VWO
Q4 2025 140$274.9MVONG, AGG, VONV, VEA, VTI
Q3 2025 142$250.6MVONG, AGG, VONV, VTI, IJH
Q2 2025 137$223.1MVONG, AGG, VONV, VTI, FDIV
Q4 2024 133$192.3MVONG, VONV, AGG, VTI, FDIV
Q3 2024 127$171.6MVONG, VONV, VTI, FDIV, AGG
Q2 2024 119$156.3MVONG, VONV, VTI, FDIV, VOO
Q1 2024 124$156.1MVONG, VONV, VTI, SCHD, VOO