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 | ESGD | ISHARES TR | — | 10,367.0 | $1.1M | 0.36% | — | — | $102.81 | +2.9% |
| 62 | VGIT | VANGUARD SCOTTSDALE FDS | — | 16,979.0 | $1.0M | 0.34% | -1K | -6.2% | $58.98 | -1.8% |
| 63 | AAPL | APPLE INC | Technology | 3,406.0 | $986K | 0.34% | -33.0 | -1.0% | $289.36 | +12.4% |
| 64 | STIP | ISHARES TR | — | 9,487.0 | $969K | 0.33% | +4K | +84.5% | $102.16 | -1.4% |
| 65 | — | ISHARES TR | — | 19,384.0 | $960K | 0.33% | -1K | -5.3% | $49.55 | — |
| 66 | DGRW | WISDOMTREE TR | — | 8,775.0 | $839K | 0.29% | -457.0 | -5.0% | $95.62 | +3.3% |
| 67 | VEA | VANGUARD TAX-MANAGED FDS | — | 11,323.0 | $807K | 0.28% | +748.0 | +7.1% | $71.25 | +1.6% |
| 68 | NVDA | NVIDIA CORPORATION | Technology | 3,987.0 | $798K | 0.27% | +2K | +84.1% | $200.07 | +9.8% |
| 69 | ICLN | ISHARES TR | — | 37,688.0 | $772K | 0.26% | NEW | — | $20.49 | -15.8% |
| 70 | VWO | VANGUARD INTL EQUITY INDEX F | — | 12,455.0 | $743K | 0.25% | +2K | +20.8% | $59.69 | +1.6% |
| 71 | CVMC | MORGAN STANLEY ETF TRUST | — | 9,376.0 | $714K | 0.24% | -764.0 | -7.5% | $76.13 | -0.0% |
| 72 | USSG | DBX ETF TR | — | 9,832.0 | $683K | 0.23% | -1K | -10.1% | $69.46 | +2.7% |
| 73 | SCHF | SCHWAB STRATEGIC TR | — | 24,127.0 | $668K | 0.23% | -3K | -12.2% | $27.70 | +1.3% |
| 74 | VXUS | VANGUARD STAR FDS | — | 7,512.0 | $642K | 0.22% | +5K | +184.2% | $85.49 | +1.7% |
| 75 | HODL | VANECK BITCOIN ETF | — | 37,593.0 | $624K | 0.21% | +26K | +237.3% | $16.61 | +31.7% |
| 76 | XLK | SELECT SECTOR SPDR TR | — | 3,260.0 | $621K | 0.21% | -514.0 | -13.6% | $190.52 | -3.8% |
| 77 | DFIV | DIMENSIONAL ETF TRUST | — | 11,222.0 | $606K | 0.21% | -232.0 | -2.0% | $54.02 | +7.6% |
| 78 | CVIE | MORGAN STANLEY ETF TRUST | — | 7,035.0 | $598K | 0.20% | -1K | -14.9% | $85.01 | -0.5% |
| 79 | IWC | ISHARES TR | — | 2,946.0 | $589K | 0.20% | -49.0 | -1.6% | $200.02 | -3.3% |
| 80 | VCIT | VANGUARD SCOTTSDALE FDS | — | 6,851.0 | $566K | 0.19% | +1K | +25.1% | $82.65 | -2.6% |
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%