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 | ICVT | ISHARES TR | — | 2,763.0 | $272K | 0.15% | NEW | — | $98.50 | +21.7% |
| 102 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 3,957.0 | $268K | 0.14% | NEW | — | $67.64 | +8.2% |
| 103 | XJR | ISHARES TR | — | 6,191.0 | $264K | 0.14% | NEW | — | $42.58 | +15.9% |
| 104 | EVUS | ISHARES TR | — | 8,227.0 | $264K | 0.14% | NEW | — | $32.04 | +9.9% |
| 105 | CSCO | CISCO SYS INC | Technology | 3,352.0 | $258K | 0.14% | NEW | — | $77.03 | +53.6% |
| 106 | SCZ | ISHARES TR | — | 3,328.0 | $258K | 0.14% | NEW | — | $77.53 | +11.4% |
| 107 | ACWX | ISHARES TR | — | 3,801.0 | $255K | 0.14% | NEW | — | $67.13 | +14.1% |
| 108 | GOOG | ALPHABET INC | Communication Services | 807.0 | $253K | 0.14% | NEW | — | $313.80 | +22.6% |
| 109 | BND | VANGUARD BD INDEX FDS | — | 3,213.0 | $238K | 0.13% | NEW | — | $74.07 | -1.2% |
| 110 | VBK | VANGUARD INDEX FDS | — | 748.0 | $226K | 0.12% | NEW | — | $302.30 | +16.7% |
| 111 | IEF | ISHARES TR | — | 2,331.0 | $224K | 0.12% | NEW | — | $96.16 | -2.0% |
| 112 | — | BLACKROCK ETF TRUST II | — | 4,594.0 | $224K | 0.12% | NEW | — | $48.68 | — |
| 113 | VOO | VANGUARD INDEX FDS | — | 344.0 | $216K | 0.12% | NEW | — | $627.13 | +10.0% |
| 114 | VUG | VANGUARD INDEX FDS | — | 432.0 | $211K | 0.11% | NEW | — | $487.86 | -81.9% |
| 115 | — | BLACKROCK ETF TRUST | — | 3,805.0 | $208K | 0.11% | NEW | — | $54.65 | — |
| 116 | SPYV | SPDR SERIES TRUST | — | 3,597.0 | $204K | 0.11% | NEW | — | $56.81 | +7.5% |
| 117 | STIP | ISHARES TR | — | 1,995.0 | $204K | 0.11% | NEW | — | $102.39 | +1.0% |
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
65.8%
Technology
27.1%
Consumer Cyclical
4.1%
Communication Services
3.0%