Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 16,669.0 | $793K | 0.43% | NEW | — | $47.56 | -13.4% |
| 62 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 15,530.0 | $771K | 0.41% | NEW | — | $49.65 | -13.4% |
| 63 | TLH | ISHARES TR | — | 7,163.0 | $728K | 0.39% | NEW | — | $101.66 | -2.4% |
| 64 | IAGG | ISHARES TR | — | 14,539.0 | $727K | 0.39% | NEW | — | $50.01 | +0.4% |
| 65 | SHLD | GLOBAL X FDS | — | 11,194.0 | $725K | 0.39% | NEW | — | $64.79 | +2.1% |
| 66 | OEF | ISHARES TR | — | 2,068.0 | $709K | 0.38% | NEW | — | $342.91 | +8.9% |
| 67 | DFIV | DIMENSIONAL ETF TRUST | — | 14,091.0 | $703K | 0.38% | NEW | — | $49.90 | +12.3% |
| 68 | VGLT | VANGUARD SCOTTSDALE FDS | — | 11,853.0 | $661K | 0.36% | NEW | — | $55.80 | -2.4% |
| 69 | SCHA | SCHWAB STRATEGIC TR | — | 21,790.0 | $621K | 0.33% | NEW | — | $28.48 | +19.3% |
| 70 | XLI | SELECT SECTOR SPDR TR | — | 3,933.0 | $610K | 0.33% | NEW | — | $155.12 | +12.4% |
| 71 | GARP | ISHARES TR | — | 8,767.0 | $597K | 0.32% | NEW | — | $68.10 | +17.6% |
| 72 | BGRN | ISHARES TR | — | 11,382.0 | $546K | 0.29% | NEW | — | $47.94 | -1.1% |
| 73 | VEA | VANGUARD TAX-MANAGED FDS | — | 8,687.0 | $543K | 0.29% | NEW | — | $62.47 | +14.9% |
| 74 | VTV | VANGUARD INDEX FDS | — | 2,830.0 | $541K | 0.29% | NEW | — | $190.99 | +11.1% |
| 75 | DFIC | DIMENSIONAL ETF TRUST | — | 15,106.0 | $521K | 0.28% | NEW | — | $34.46 | +11.3% |
| 76 | INMU | BLACKROCK ETF TRUST II | — | 21,152.0 | $508K | 0.27% | NEW | — | $24.04 | -0.2% |
| 77 | DFAI | DIMENSIONAL ETF TRUST | — | 13,182.0 | $502K | 0.27% | NEW | — | $38.11 | +10.0% |
| 78 | SPTL | SPDR SERIES TRUST | — | 18,426.0 | $488K | 0.26% | NEW | — | $26.47 | -2.3% |
| 79 | ICLN | ISHARES TR | — | 29,322.0 | $482K | 0.26% | NEW | — | $16.43 | +39.6% |
| 80 | USXF | ISHARES TR | — | 7,971.0 | $459K | 0.25% | NEW | — | $57.58 | +17.2% |
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
65.8%
Technology
27.1%
Consumer Cyclical
4.1%
Communication Services
3.0%