Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MUB | ISHARES TR | — | 4,016.0 | $432K | 0.15% | -19K | -82.8% | $107.62 | -3.1% |
| 42 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 9,526.0 | $358K | 0.12% | -2K | -17.5% | $37.58 | +34.2% |
| 43 | MBB | ISHARES TR | — | 3,715.0 | $351K | 0.12% | -2K | -37.2% | $94.51 | -2.2% |
| 44 | DFAI | DIMENSIONAL ETF TRUST | — | 8,304.0 | $343K | 0.12% | -262.0 | -3.1% | $41.25 | +3.5% |
| 45 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,372.0 | $325K | 0.11% | -10.0 | -0.7% | $236.62 | +1.9% |
| 46 | GOOG | ALPHABET INC | — | 913.0 | $323K | 0.11% | -29.0 | -3.1% | $353.42 | — |
| 47 | DFIC | DIMENSIONAL ETF TRUST | — | 8,489.0 | $316K | 0.11% | -159.0 | -1.8% | $37.26 | +4.3% |
| 48 | CSCO | CISCO SYS INC | Technology | 2,366.0 | $278K | 0.10% | -1K | -29.9% | $117.46 | -6.6% |
| 49 | XSHQ | INVESCO EXCH TRADED FD TR II | — | 5,187.0 | $251K | 0.09% | -67.0 | -1.3% | $48.36 | -2.2% |
| 50 | IEMG | ISHARES INC | — | 2,688.0 | $223K | 0.08% | -2K | -47.4% | $82.84 | -1.7% |
| 51 | ICVT | ISHARES TR | — | 1,797.0 | $219K | 0.07% | -4K | -66.7% | $121.74 | -7.7% |
| 52 | DFSI | DIMENSIONAL ETF TRUST | — | 4,713.0 | $213K | 0.07% | -4K | -47.5% | $45.10 | +3.2% |
| 53 | ITA | ISHARES TR | — | 873.0 | $212K | 0.07% | -130.0 | -13.0% | $242.46 | -7.0% |
| 54 | IWD | ISHARES TR | — | 856.0 | $208K | 0.07% | -87.0 | -9.2% | $242.43 | +5.6% |
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%