Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DFGP | DIMENSIONAL ETF TRUST | — | 176,015 | $9.5M | 5.12% | SOLD |
| 2 | SGOV | ISHARES TR | — | 55,266 | $5.5M | 2.98% | SOLD |
| 3 | TLT | ISHARES TR | — | 44,911 | $3.9M | 2.11% | SOLD |
| 4 | DFSB | DIMENSIONAL ETF TRUST | — | 71,624 | $3.7M | 2.00% | SOLD |
| 5 | SCHC | SCHWAB STRATEGIC TR | — | 73,790 | $3.4M | 1.81% | SOLD |
| 6 | XLG | INVESCO EXCHANGE TRADED FD T | — | 36,513 | $2.2M | 1.16% | SOLD |
| 7 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 53,070 | $1.5M | 0.80% | SOLD |
| 8 | BDVL | BLACKROCK ETF TRUST | — | 58,959 | $1.5M | 0.79% | SOLD |
| 9 | ARKF | ARK ETF TR | — | 24,672 | $1.2M | 0.63% | SOLD |
| 10 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 29,714 | $1.2M | 0.62% | SOLD |
| 11 | IEUR | ISHARES TR | — | 13,772 | $978K | 0.53% | SOLD |
| 12 | LQD | ISHARES TR | — | 7,955 | $877K | 0.47% | SOLD |
| 13 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 16,669 | $793K | 0.43% | SOLD |
| 14 | OEF | ISHARES TR | — | 2,068 | $709K | 0.38% | SOLD |
| 15 | VGLT | VANGUARD SCOTTSDALE FDS | — | 11,853 | $661K | 0.36% | SOLD |
| 16 | SCHA | SCHWAB STRATEGIC TR | — | 21,790 | $621K | 0.33% | SOLD |
| 17 | GARP | ISHARES TR | — | 8,767 | $597K | 0.32% | SOLD |
| 18 | BGRN | ISHARES TR | — | 11,382 | $546K | 0.29% | SOLD |
| 19 | ICLN | ISHARES TR | — | 29,322 | $482K | 0.26% | SOLD |
| 20 | XLV | SELECT SECTOR SPDR TR | — | 2,937 | $455K | 0.24% | SOLD |
Sector Allocation
Financial Services
73.8%
Technology
23.2%
Communication Services
3.0%