Portfolio (Quarterly)
Guide ↗
Archer Investment Corp
· CIK 0001803804| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | KHC | KRAFT HEINZ CO | Consumer Defensive | 26,221.0 | $619K | 0.12% | +206.0 | +0.8% | $23.62 | +4.8% |
| 62 | VTWO | VANGUARD RUSSELL ETF 2000 | — | 5,056.0 | $614K | 0.12% | +56.0 | +1.1% | $121.42 | +1.3% |
| 63 | VXUS | VANGUARD TOTAL INTL ETF COM INDEX FUND | — | 7,067.0 | $604K | 0.12% | +953.0 | +15.6% | $85.50 | +2.8% |
| 64 | VTV | VANGUARD MORNINGSTAR ETF VALUE | — | 2,769.0 | $604K | 0.12% | +45.0 | +1.6% | $217.96 | +4.0% |
| 65 | IEF | ISHARES ETF 7-10 YR TREASURY BOND | — | 6,221.0 | $588K | 0.12% | +707.0 | +12.8% | $94.56 | -1.8% |
| 66 | BBMC | JPMORGAN ETF TR BETABUILDERS US MID CAP EQUITY ETF | — | 4,578.0 | $582K | 0.11% | +62.0 | +1.4% | $127.15 | +1.9% |
| 67 | MINT | PIMCO ETF TRUST ETF ENHANCED SHORT MATURITY ACTIVE EXCH-TRADED FUND | — | 5,647.0 | $569K | 0.11% | +141.0 | +2.6% | $100.81 | -0.1% |
| 68 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | — | 17,317.0 | $549K | 0.11% | +9K | +103.8% | $31.71 | +8.1% |
| 69 | VB | VANGUARD MORNINGSTAR ETF SMALL-CAP | — | 1,800.0 | $545K | 0.11% | +65.0 | +3.8% | $303.04 | +1.6% |
| 70 | TSLA | TESLA INC | Consumer Cyclical | 1,285.0 | $540K | 0.11% | +145.0 | +12.7% | $420.60 | -19.3% |
| 71 | BX | BLACKSTONE GROUP INC COM | Financial Services | 4,263.0 | $502K | 0.10% | +2K | +88.4% | $117.67 | +19.5% |
| 72 | SDY | ST STR SPDR S&P DIV ETF | — | 3,031.0 | $461K | 0.09% | +30.0 | +1.0% | $152.18 | +3.1% |
| 73 | — | INNOVATOR TR ETF EQUITY DEFINED PROTECTION - 1 YR JUNE | — | 14,901.0 | $408K | 0.08% | +4K | +34.9% | $27.39 | — |
| 74 | MO | ALTRIA GROUP INC | Consumer Defensive | 5,296.0 | $381K | 0.07% | +358.0 | +7.2% | $71.94 | -11.1% |
| 75 | TWLO | TWILIO INC | Communication Services | 1,808.0 | $373K | 0.07% | +200.0 | +12.4% | $206.33 | +10.8% |
| 76 | STIP | ISHARES ETF 0-5 YEAR TIPS BOND | — | 3,511.0 | $359K | 0.07% | +2K | +74.7% | $102.15 | -1.4% |
| 77 | IJH | ISHARES CORE S&P MID ETF ETF | — | 4,632.0 | $357K | 0.07% | +538.0 | +13.1% | $77.11 | +1.8% |
| 78 | NVT | nVent Electric, Plc. | Industrials | 2,035.0 | $345K | 0.07% | +350.0 | +20.8% | $169.61 | +4.5% |
| 79 | RDVY | FIRST TRUST RISING ETF DIVIDEND ACHIEVERS | — | 4,202.0 | $341K | 0.07% | +3K | +184.1% | $81.07 | +2.9% |
| 80 | IGLD | FIRST TR ETF VEST GOLD STRATEGY TARGET INCOME ETF | — | 16,016.0 | $337K | 0.07% | +562.0 | +3.6% | $21.06 | +4.2% |
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
25.1%
Technology
19.3%
Healthcare
14.3%
Industrials
9.7%
Communication Services
6.7%
Consumer Cyclical
5.3%
Real Estate
5.0%
Energy
5.0%
Consumer Defensive
4.6%
Utilities
4.0%