Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IAU | ISHARES GOLD TR | Financial Services | 28,109.0 | $2.1M | 0.72% | +8K | +39.0% | $75.51 | +9.0% |
| 22 | EFV | ISHARES TR | — | 27,067.0 | $2.1M | 0.71% | +3K | +11.7% | $76.55 | +6.9% |
| 23 | VGT | VANGUARD WORLD FD | — | 16,957.0 | $2.0M | 0.69% | +16K | +1129.7% | $119.52 | -0.6% |
| 24 | SPTL | SPDR SERIES TRUST | — | 72,540.0 | $1.9M | 0.65% | +6K | +9.0% | $26.23 | -4.5% |
| 25 | SUSB | ISHARES TR | — | 74,788.0 | $1.9M | 0.64% | +55K | +285.2% | $24.99 | -1.2% |
| 26 | VTV | VANGUARD INDEX FDS | — | 8,506.0 | $1.9M | 0.63% | +781.0 | +10.1% | $217.93 | +3.2% |
| 27 | VUG | VANGUARD INDEX FDS | — | 18,828.0 | $1.6M | 0.55% | +16K | +497.1% | $86.14 | +1.4% |
| 28 | XLI | SELECT SECTOR SPDR TR | — | 7,514.0 | $1.4M | 0.48% | +5K | +253.6% | $185.23 | -7.0% |
| 29 | SCMB | SCHWAB STRATEGIC TR | — | 48,787.0 | $1.3M | 0.43% | +14K | +38.6% | $25.82 | -3.4% |
| 30 | EFG | ISHARES TR | — | 9,843.0 | $1.2M | 0.42% | +415.0 | +4.4% | $124.41 | -1.3% |
| 31 | USMV | ISHARES TR | — | 11,857.0 | $1.1M | 0.39% | +2K | +19.1% | $96.46 | +4.7% |
| 32 | VOO | VANGUARD INDEX FDS | — | 1,591.0 | $1.1M | 0.37% | +1K | +365.2% | $686.81 | +2.1% |
| 33 | STIP | ISHARES TR | — | 9,487.0 | $969K | 0.33% | +4K | +84.5% | $102.16 | -1.4% |
| 34 | VEA | VANGUARD TAX-MANAGED FDS | — | 11,323.0 | $807K | 0.28% | +748.0 | +7.1% | $71.25 | +1.6% |
| 35 | NVDA | NVIDIA CORPORATION | Technology | 3,987.0 | $798K | 0.27% | +2K | +84.1% | $200.07 | +9.8% |
| 36 | VWO | VANGUARD INTL EQUITY INDEX F | — | 12,455.0 | $743K | 0.25% | +2K | +20.8% | $59.69 | +1.6% |
| 37 | VXUS | VANGUARD STAR FDS | — | 7,512.0 | $642K | 0.22% | +5K | +184.2% | $85.49 | +1.7% |
| 38 | HODL | VANECK BITCOIN ETF | — | 37,593.0 | $624K | 0.21% | +26K | +237.3% | $16.61 | +31.7% |
| 39 | VCIT | VANGUARD SCOTTSDALE FDS | — | 6,851.0 | $566K | 0.19% | +1K | +25.1% | $82.65 | -2.6% |
| 40 | IAUM | ISHARES GOLD TRUST MICRO | Financial Services | 12,238.0 | $490K | 0.17% | +7K | +137.1% | $40.01 | +9.0% |
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%