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 | IETC | ISHARES U S ETF TR | — | 2,176.0 | $234K | 0.08% | NEW | — | $107.35 | -0.1% |
| 102 | ETHW | BITWISE ETHEREUM ETF | Financial Services | 20,277.0 | $229K | 0.08% | NEW | — | $11.28 | +53.4% |
| 103 | IEMG | ISHARES INC | — | 2,688.0 | $223K | 0.08% | -2K | -47.4% | $82.84 | -1.7% |
| 104 | ICVT | ISHARES TR | — | 1,797.0 | $219K | 0.07% | -4K | -66.7% | $121.74 | -7.7% |
| 105 | MSFT | MICROSOFT CORP | Technology | 584.0 | $218K | 0.07% | — | — | $373.02 | +34.3% |
| 106 | DFSI | DIMENSIONAL ETF TRUST | — | 4,713.0 | $213K | 0.07% | -4K | -47.5% | $45.10 | +3.2% |
| 107 | ITA | ISHARES TR | — | 873.0 | $212K | 0.07% | -130.0 | -13.0% | $242.46 | -7.0% |
| 108 | IWD | ISHARES TR | — | 856.0 | $208K | 0.07% | -87.0 | -9.2% | $242.43 | +5.6% |
| 109 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,291.0 | $203K | 0.07% | NEW | — | $156.95 | +1.5% |
| 110 | — | PUTNAM ETF TRUST | — | 24,671.0 | $196K | 0.07% | NEW | — | $7.93 | — |
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%