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 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 84,634.0 | $3.3M | 1.37% | +69K | +445.0% | $38.42 | +11.9% |
| 22 | GOVT | ISHARES TR | — | 140,981.0 | $3.2M | 1.36% | NEW | — | $22.91 | -0.9% |
| 23 | BBUS | J P MORGAN EXCHANGE TRADED F | — | 26,322.0 | $3.1M | 1.30% | NEW | — | $117.18 | +15.4% |
| 24 | INMU | BLACKROCK ETF TRUST II | — | 127,835.0 | $3.1M | 1.29% | +107K | +504.4% | $23.91 | +0.4% |
| 25 | SCHB | SCHWAB STRATEGIC TR | — | 121,697.0 | $3.1M | 1.28% | -15K | -10.8% | $25.10 | +15.3% |
| 26 | SCHG | SCHWAB STRATEGIC TR | — | 101,562.0 | $3.0M | 1.25% | -17K | -14.5% | $29.13 | +18.7% |
| 27 | VEU | VANGUARD INTL EQUITY INDEX F | — | 37,241.0 | $2.8M | 1.18% | -56K | -60.1% | $75.10 | +12.0% |
| 28 | BINC | BLACKROCK ETF TRUST II | — | 53,764.0 | $2.8M | 1.17% | +27K | +98.5% | $51.93 | +0.7% |
| 29 | ESGE | ISHARES INC | — | 59,935.0 | $2.7M | 1.15% | +6K | +10.6% | $45.47 | +20.0% |
| 30 | SPYM | SPDR SERIES TRUST | — | 35,550.0 | $2.7M | 1.15% | NEW | — | $76.54 | +15.4% |
| 31 | VTEB | VANGUARD MUN BD FDS | — | 54,302.0 | $2.7M | 1.14% | +46K | +541.2% | $49.89 | +0.4% |
| 32 | BNDX | VANGUARD CHARLOTTE FDS | — | 55,854.0 | $2.7M | 1.13% | +48K | +636.1% | $48.05 | +0.4% |
| 33 | MUB | ISHARES TR | — | 23,403.0 | $2.5M | 1.04% | NEW | — | $106.15 | +0.5% |
| 34 | IUSB | ISHARES TR | — | 51,689.0 | $2.4M | 1.00% | +13K | +32.8% | $46.19 | -0.4% |
| 35 | QLTY | GMO ETF TRUST | — | 61,200.0 | $2.2M | 0.93% | -98K | -61.7% | $36.18 | +14.0% |
| 36 | GSLC | GOLDMAN SACHS ETF TR | — | 15,923.0 | $2.0M | 0.84% | NEW | — | $125.13 | +13.9% |
| 37 | SPMB | SPDR SERIES TRUST | — | 87,193.0 | $2.0M | 0.82% | +68K | +365.2% | $22.39 | -0.7% |
| 38 | EFV | ISHARES TR | — | 24,227.0 | $1.8M | 0.76% | +4K | +19.4% | $74.35 | +6.8% |
| 39 | IAU | ISHARES GOLD TR | Financial Services | 20,217.0 | $1.8M | 0.75% | +8K | +59.9% | $88.16 | -3.8% |
| 40 | DMXF | ISHARES TR | — | 23,526.0 | $1.8M | 0.75% | NEW | — | $75.45 | +11.1% |
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
73.8%
Technology
23.2%
Communication Services
3.0%