Portfolio (Quarterly)
Guide ↗
Archer Investment Management, LLC
· CIK 0002052868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BLACKROCK ETF TRUST | — | 407,781.0 | $13.1M | 5.52% | NEW | — | $32.15 | — |
| 2 | PZA | INVESCO EXCH TRADED FD TR II | — | 259,293.0 | $6.0M | 2.51% | NEW | — | $22.98 | +0.6% |
| 3 | BLCR | BLACKROCK ETF TRUST | — | 119,791.0 | $4.9M | 2.07% | NEW | — | $41.06 | +23.1% |
| 4 | GOVT | ISHARES TR | — | 140,981.0 | $3.2M | 1.36% | NEW | — | $22.91 | -0.9% |
| 5 | BBUS | J P MORGAN EXCHANGE TRADED F | — | 26,322.0 | $3.1M | 1.30% | NEW | — | $117.18 | +15.4% |
| 6 | SPYM | SPDR SERIES TRUST | — | 35,550.0 | $2.7M | 1.15% | NEW | — | $76.54 | +15.4% |
| 7 | MUB | ISHARES TR | — | 23,403.0 | $2.5M | 1.04% | NEW | — | $106.15 | +0.5% |
| 8 | GSLC | GOLDMAN SACHS ETF TR | — | 15,923.0 | $2.0M | 0.84% | NEW | — | $125.13 | +13.9% |
| 9 | DMXF | ISHARES TR | — | 23,526.0 | $1.8M | 0.75% | NEW | — | $75.45 | +11.1% |
| 10 | SYSB | ISHARES TR | — | 14,070.0 | $1.3M | 0.53% | NEW | — | $89.00 | -0.6% |
| 11 | — | J P MORGAN EXCHANGE TRADED F | — | 16,405.0 | $1.0M | 0.42% | NEW | — | $61.32 | — |
| 12 | ESGD | ISHARES TR | — | 10,355.0 | $990K | 0.42% | NEW | — | $95.62 | +8.7% |
| 13 | VGT | VANGUARD WORLD FD | — | 1,379.0 | $962K | 0.41% | NEW | — | $697.72 | -83.1% |
| 14 | USMV | ISHARES TR | — | 9,955.0 | $923K | 0.39% | NEW | — | $92.74 | +4.0% |
| 15 | SCMB | SCHWAB STRATEGIC TR | — | 35,200.0 | $897K | 0.38% | NEW | — | $25.48 | +0.4% |
| 16 | LMUB | ISHARES TR | — | 13,555.0 | $677K | 0.28% | NEW | — | $49.93 | +0.9% |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | — | 10,308.0 | $557K | 0.23% | NEW | — | $54.05 | +11.4% |
| 18 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 11,544.0 | $515K | 0.22% | NEW | — | $44.61 | +8.7% |
| 19 | SUSB | ISHARES TR | — | 19,416.0 | $487K | 0.20% | NEW | — | $25.06 | -0.4% |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | — | 5,478.0 | $453K | 0.19% | NEW | — | $82.75 | -0.3% |
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
73.8%
Technology
23.2%
Communication Services
3.0%