Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 16,904.0 | $563K | 0.19% | -68K | -80.0% | $33.29 | +31.5% |
| 82 | INTF | ISHARES TR | — | 12,916.0 | $529K | 0.18% | -192.0 | -1.5% | $40.96 | +4.1% |
| 83 | BDYN | BLACKROCK ETF TRUST | — | 18,657.0 | $518K | 0.18% | -570.0 | -3.0% | $27.74 | +0.1% |
| 84 | IAUM | ISHARES GOLD TRUST MICRO | Financial Services | 12,238.0 | $490K | 0.17% | +7K | +137.1% | $40.01 | +7.8% |
| 85 | FDEM | FIDELITY COVINGTON TRUST | — | 13,233.0 | $481K | 0.16% | -431.0 | -3.1% | $36.33 | -0.5% |
| 86 | RSP | INVESCO EXCHANGE TRADED FD T | — | 2,237.0 | $476K | 0.16% | -288.0 | -11.4% | $212.76 | +2.3% |
| 87 | NXPI | NXP SEMICONDUCTORS N V | Technology | 1,669.0 | $469K | 0.16% | — | — | $281.03 | -20.9% |
| 88 | IOT | SAMSARA INC | Technology | 14,007.0 | $454K | 0.15% | NEW | — | $32.43 | +20.4% |
| 89 | MUB | ISHARES TR | — | 4,016.0 | $432K | 0.15% | -19K | -82.8% | $107.62 | -3.1% |
| 90 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 9,526.0 | $358K | 0.12% | -2K | -17.5% | $37.58 | +34.2% |
| 91 | MBB | ISHARES TR | — | 3,715.0 | $351K | 0.12% | -2K | -37.2% | $94.51 | -2.2% |
| 92 | DFAI | DIMENSIONAL ETF TRUST | — | 8,304.0 | $343K | 0.12% | -262.0 | -3.1% | $41.25 | +3.5% |
| 93 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,372.0 | $325K | 0.11% | -10.0 | -0.7% | $236.62 | +1.9% |
| 94 | GOOG | ALPHABET INC | — | 913.0 | $323K | 0.11% | -29.0 | -3.1% | $353.42 | — |
| 95 | DFIC | DIMENSIONAL ETF TRUST | — | 8,489.0 | $316K | 0.11% | -159.0 | -1.8% | $37.26 | +4.3% |
| 96 | CSCO | CISCO SYS INC | Technology | 2,366.0 | $278K | 0.10% | -1K | -29.9% | $117.46 | -6.6% |
| 97 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,122.0 | $267K | 0.09% | NEW | — | $238.34 | +7.0% |
| 98 | XSHQ | INVESCO EXCH TRADED FD TR II | — | 5,187.0 | $251K | 0.09% | -67.0 | -1.3% | $48.36 | -2.2% |
| 99 | XVV | ISHARES TR | — | 4,208.0 | $239K | 0.08% | — | — | $56.79 | +2.8% |
| 100 | VBK | VANGUARD INDEX FDS | — | 641.0 | $234K | 0.08% | NEW | — | $365.44 | -5.7% |
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%