Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | HODL | VANECK BITCOIN ETF | — | 11,144.0 | $214K | 0.09% | NEW | — | $19.16 | +13.6% |
| 102 | FGDL | FRANKLIN TEMPLETON HOLDINGS | Financial Services | 3,396.0 | $211K | 0.09% | NEW | — | $62.16 | -6.2% |
| 103 | SCHR | SCHWAB STRATEGIC TR | — | 8,352.0 | $208K | 0.09% | -396K | -97.9% | $24.91 | -2.8% |
| 104 | XVV | ISHARES TR | — | 4,222.0 | $208K | 0.09% | -12K | -73.5% | $49.22 | +19.3% |
| 105 | VOO | VANGUARD INDEX FDS | — | 342.0 | $204K | 0.09% | -2.0 | -0.6% | $597.55 | +17.7% |
| 106 | VXUS | VANGUARD STAR FDS | — | 2,643.0 | $204K | 0.09% | -3K | -52.2% | $77.11 | +12.8% |
| 107 | TIP | ISHARES TR | — | 1,828.0 | $202K | 0.09% | -48K | -96.3% | $110.36 | -3.2% |
| 108 | IWD | ISHARES TR | — | 943.0 | $201K | 0.09% | NEW | — | $213.67 | +20.5% |
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
76.1%
Technology
23.9%