Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 43,751.0 | $32.8M | 11.20% | +24K | +117.7% | $748.89 | +2.2% |
| 2 | — | BLACKROCK ETF TRUST | — | 456,465.0 | $16.7M | 5.71% | +49K | +11.9% | $36.60 | — |
| 3 | DYNF | BLACKROCK ETF TRUST | — | 206,282.0 | $14.0M | 4.79% | +11K | +5.7% | $68.01 | +1.6% |
| 4 | BAI | BLACKROCK ETF TRUST | — | 211,985.0 | $11.2M | 3.82% | +11K | +5.2% | $52.72 | -17.9% |
| 5 | PZA | INVESCO EXCH TRADED FD TR II | — | 388,496.0 | $9.1M | 3.12% | +129K | +49.8% | $23.52 | -4.6% |
| 6 | GOVT | ISHARES TR | — | 329,090.0 | $7.5M | 2.56% | +188K | +133.4% | $22.78 | -2.0% |
| 7 | BLCR | BLACKROCK ETF TRUST | — | 131,557.0 | $6.6M | 2.26% | +12K | +9.8% | $50.37 | -3.0% |
| 8 | SHLD | GLOBAL X FDS | — | 98,551.0 | $5.9M | 2.01% | +28K | +39.3% | $59.71 | +7.4% |
| 9 | ESGU | ISHARES TR | — | 33,187.0 | $5.4M | 1.86% | +693.0 | +2.1% | $163.67 | +2.0% |
| 10 | SCHG | SCHWAB STRATEGIC TR | — | 127,697.0 | $4.3M | 1.48% | +26K | +25.7% | $33.84 | +4.2% |
| 11 | BBUS | J P MORGAN EXCHANGE TRADED F | — | 29,765.0 | $4.0M | 1.37% | +3K | +13.1% | $134.72 | +2.0% |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | — | 82,782.0 | $4.0M | 1.37% | +27K | +48.2% | $48.43 | -2.4% |
| 13 | SCHB | SCHWAB STRATEGIC TR | — | 129,422.0 | $3.7M | 1.28% | +8K | +6.3% | $28.96 | +1.5% |
| 14 | SPMB | SPDR SERIES TRUST | — | 159,834.0 | $3.6M | 1.22% | +73K | +83.3% | $22.31 | -2.2% |
| 15 | INMU | BLACKROCK ETF TRUST II | — | 145,722.0 | $3.5M | 1.21% | +18K | +14.0% | $24.25 | -3.0% |
| 16 | EUSB | ISHARES TR | — | 76,663.0 | $3.3M | 1.14% | +938.0 | +1.2% | $43.45 | -2.0% |
| 17 | VTI | VANGUARD INDEX FDS | — | 7,187.0 | $2.7M | 0.91% | +2K | +47.2% | $370.04 | +1.4% |
| 18 | EVUS | ISHARES TR | — | 73,379.0 | $2.6M | 0.88% | +31K | +73.1% | $35.11 | +5.4% |
| 19 | GSLC | GOLDMAN SACHS ETF TR | — | 17,590.0 | $2.5M | 0.85% | +2K | +10.5% | $141.89 | +2.4% |
| 20 | NCIQ | HASHDEX NASDAQ CME CRYPTO | Financial Services | 157,232.0 | $2.3M | 0.79% | +144K | +1091.9% | $14.61 | +33.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
73.7%
Technology
24.2%
Consumer Cyclical
2.0%