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 | USMF | WISDOMTREE TR | — | 24,356.0 | $1.3M | 0.45% | -2K | -7.6% | $54.24 | -3.6% |
| 22 | IUSB | ISHARES TR | — | 28,591.0 | $1.3M | 0.45% | -23K | -44.7% | $46.15 | -2.2% |
| 23 | — | J P MORGAN EXCHANGE TRADED F | — | 16,043.0 | $1.2M | 0.40% | -362.0 | -2.2% | $72.28 | — |
| 24 | SYSB | ISHARES TR | — | 12,303.0 | $1.1M | 0.37% | -2K | -12.6% | $88.72 | -2.4% |
| 25 | VGIT | VANGUARD SCOTTSDALE FDS | — | 16,979.0 | $1.0M | 0.34% | -1K | -6.2% | $58.98 | -1.9% |
| 26 | AAPL | APPLE INC | Technology | 3,406.0 | $986K | 0.34% | -33.0 | -1.0% | $289.36 | +12.4% |
| 27 | — | ISHARES TR | — | 19,384.0 | $960K | 0.33% | -1K | -5.3% | $49.55 | — |
| 28 | DGRW | WISDOMTREE TR | — | 8,775.0 | $839K | 0.29% | -457.0 | -5.0% | $95.62 | +3.0% |
| 29 | CVMC | MORGAN STANLEY ETF TRUST | — | 9,376.0 | $714K | 0.24% | -764.0 | -7.5% | $76.13 | -0.3% |
| 30 | USSG | DBX ETF TR | — | 9,832.0 | $683K | 0.23% | -1K | -10.1% | $69.46 | +2.6% |
| 31 | SCHF | SCHWAB STRATEGIC TR | — | 24,127.0 | $668K | 0.23% | -3K | -12.2% | $27.70 | +0.9% |
| 32 | XLK | SELECT SECTOR SPDR TR | — | 3,260.0 | $621K | 0.21% | -514.0 | -13.6% | $190.52 | -3.6% |
| 33 | DFIV | DIMENSIONAL ETF TRUST | — | 11,222.0 | $606K | 0.21% | -232.0 | -2.0% | $54.02 | +7.4% |
| 34 | CVIE | MORGAN STANLEY ETF TRUST | — | 7,035.0 | $598K | 0.20% | -1K | -14.9% | $85.01 | -0.6% |
| 35 | IWC | ISHARES TR | — | 2,946.0 | $589K | 0.20% | -49.0 | -1.6% | $200.02 | -4.2% |
| 36 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 16,904.0 | $563K | 0.19% | -68K | -80.0% | $33.29 | +31.5% |
| 37 | INTF | ISHARES TR | — | 12,916.0 | $529K | 0.18% | -192.0 | -1.5% | $40.96 | +4.1% |
| 38 | BDYN | BLACKROCK ETF TRUST | — | 18,657.0 | $518K | 0.18% | -570.0 | -3.0% | $27.74 | +0.1% |
| 39 | FDEM | FIDELITY COVINGTON TRUST | — | 13,233.0 | $481K | 0.16% | -431.0 | -3.1% | $36.33 | -0.5% |
| 40 | RSP | INVESCO EXCHANGE TRADED FD T | — | 2,237.0 | $476K | 0.16% | -288.0 | -11.4% | $212.76 | +2.3% |
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%