Archer Investment Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BLACKROCK ETF TRUST ISHA IN CTRY ETF | 0 | 407,781 | +407,781 | 0 | 13,111,383 | 5.52% | +13,111,383 |
| ISHARES TR | 17,632 | 65,657 | +48,025 | 3,739,309 | 13,863,523 | 5.83% | +10,124,214 |
| ISHARES TR | 6,550 | 20,098 | +13,548 | 4,486,600 | 13,128,009 | 5.52% | +8,641,409 |
| ISHARES TR | 30,897 | 100,635 | +69,738 | 3,808,350 | 11,382,850 | 4.79% | +7,574,500 |
| SPDR INDEX SHS FDS ST PORT MARK ETF | 0 | 142,494 | +142,494 | 0 | 6,684,411 | 2.81% | +6,684,411 |
| BLACKROCK ETF TRUST ISHARES US EQUIT | 83,023 | 195,227 | +112,204 | 5,048,604 | 11,358,331 | 4.78% | +6,309,727 |
| INVESCO EXCH TRADED FD TR II | 0 | 259,293 | +259,293 | 0 | 5,958,553 | 2.51% | +5,958,553 |
| ISHARES TR ESG AWR US AGRGT | 25,843 | 136,477 | +110,634 | 1,236,598 | 6,489,467 | 2.73% | +5,252,869 |
| BLACKROCK ETF TRUST ISHA LA CORE ETF | 0 | 119,791 | +119,791 | 0 | 4,918,600 | 2.07% | +4,918,600 |
| BLACKROCK ETF TRUST ISHA I IN TE ETF | 51,788 | 201,469 | +149,681 | 1,724,525 | 6,638,394 | 2.79% | +4,913,869 |
| ISHARES TR MSCI USA QLT FCT | 9,788 | 34,483 | +24,695 | 1,944,185 | 6,614,236 | 2.78% | +4,670,051 |
| BLACKROCK ETF TRUST ISHA US AWAR ETF | 16,128 | 82,480 | +66,352 | 1,194,924 | 5,784,892 | 2.43% | +4,589,968 |
| ISHARES TR ESG AWRE USD ETF | 52,056 | 244,396 | +192,340 | 1,217,320 | 5,654,757 | 2.38% | +4,437,437 |
| BLACKROCK ETF TRUST ISHA US THEM ETF | 44,502 | 166,848 | +122,346 | 1,715,986 | 6,043,224 | 2.54% | +4,327,238 |
| GLOBAL X FDS DEFENSE TECH ETF | 11,194 | 70,763 | +59,569 | 725,270 | 5,012,822 | 2.11% | +4,287,552 |
| ISHARES TR | 7,971 | 85,845 | +77,874 | 458,946 | 4,738,660 | 1.99% | +4,279,714 |
| ISHARES TR | 6,161 | 39,065 | +32,904 | 793,768 | 4,734,287 | 1.99% | +3,940,519 |
| ISHARES TR ESG AWR MSCI USA | 6,483 | 32,494 | +26,011 | 965,840 | 4,595,351 | 1.93% | +3,629,511 |
| ISHARES TR MSCI USA MMENTM | 5,414 | 20,091 | +14,677 | 1,355,085 | 4,821,621 | 2.03% | +3,466,536 |
| ISHARES TR US TREAS BD ETF | 0 | 140,981 | +140,981 | 0 | 3,229,865 | 1.36% | +3,229,865 |
| J P MORGAN EXCHANGE TRADED F BETABUILDRS US | 0 | 26,322 | +26,322 | 0 | 3,084,412 | 1.30% | +3,084,412 |
| ISHARES TR | 9,710 | 75,725 | +66,015 | 426,366 | 3,294,038 | 1.39% | +2,867,672 |
| SPDR SERIES TRUST ST STR P500ETF | 0 | 35,550 | +35,550 | 0 | 2,720,997 | 1.14% | +2,720,997 |
| BLACKROCK ETF TRUST II | 21,152 | 127,835 | +106,683 | 508,494 | 3,056,535 | 1.29% | +2,548,041 |
| ISHARES TR | 0 | 23,403 | +23,403 | 0 | 2,484,228 | 1.05% | +2,484,228 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 15,530 | 84,634 | +69,104 | 771,046 | 3,251,636 | 1.37% | +2,480,590 |
| VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | 7,588 | 55,854 | +48,266 | 366,652 | 2,683,785 | 1.13% | +2,317,133 |
| VANGUARD MUN BD FDS | 8,469 | 54,302 | +45,833 | 425,906 | 2,709,127 | 1.14% | +2,283,221 |
| GOLDMAN SACHS ETF TR | 0 | 15,923 | +15,923 | 0 | 1,992,445 | 0.84% | +1,992,445 |
| ISHARES TR | 0 | 23,526 | +23,526 | 0 | 1,775,037 | 0.75% | +1,775,037 |
| SPDR SERIES TRUST ST STR BACKE ETF | 18,743 | 87,193 | +68,450 | 420,124 | 1,952,251 | 0.82% | +1,532,127 |
| BLACKROCK ETF TRUST II | 27,091 | 53,764 | +26,673 | 1,429,591 | 2,791,967 | 1.17% | +1,362,376 |
| BLACKROCK ETF TRUST ISHA WORL EX ETF | 3,805 | 28,008 | +24,203 | 207,962 | 1,548,427 | 0.65% | +1,340,465 |
| SPDR SERIES TRUST ST LON TREAS ETF | 18,426 | 66,535 | +48,109 | 487,736 | 1,749,871 | 0.74% | +1,262,135 |
| ISHARES TR SYSTEMATIC BD ET | 0 | 14,070 | +14,070 | 0 | 1,252,234 | 0.53% | +1,252,234 |
| VANGUARD INDEX FDS | 432 | 3,153 | +2,721 | 210,756 | 1,377,199 | 0.58% | +1,166,443 |
| ISHARES TR | 8,227 | 42,384 | +34,157 | 263,606 | 1,349,154 | 0.57% | +1,085,548 |
| J P MORGAN EXCHANGE TRADED F US QUALTY FCTR | 0 | 16,405 | +16,405 | 0 | 1,005,955 | 0.42% | +1,005,955 |
| ISHARES TR ESG AW MSCI EAFE | 0 | 10,355 | +10,355 | 0 | 990,118 | 0.42% | +990,118 |
| VANGUARD INDEX FDS | 2,830 | 7,725 | +4,895 | 540,502 | 1,515,645 | 0.64% | +975,143 |
| VANGUARD WORLD FD INF TECH ETF | 0 | 1,379 | +1,379 | 0 | 962,156 | 0.40% | +962,156 |
| ISHARES TR MSCI USA MIN ETF | 0 | 9,955 | +9,955 | 0 | 923,227 | 0.39% | +923,227 |
| SCHWAB STRATEGIC TR | 0 | 35,200 | +35,200 | 0 | 896,896 | 0.38% | +896,896 |
| ISHARES GOLD TR(IAU) | 12,645 | 20,217 | +7,572 | 1,026,395 | 1,782,331 | 0.75% | +755,936 |
| ISHARES TR | 3,005 | 9,428 | +6,423 | 342,310 | 1,049,996 | 0.44% | +707,686 |
| ISHARES TR LONG TERM MUNI | 0 | 13,555 | +13,555 | 0 | 676,801 | 0.28% | +676,801 |
| ISHARES TR CORE UNIVRSL USD | 38,913 | 51,689 | +12,776 | 1,811,011 | 2,387,493 | 1.00% | +576,482 |
| VANGUARD INTL EQUITY INDEX F | 0 | 10,308 | +10,308 | 0 | 557,147 | 0.23% | +557,147 |
| BITWISE 10 CRYPTO INDEX ETF | 0 | 11,544 | +11,544 | 0 | 514,943 | 0.22% | +514,943 |
| ISHARES TR ESG AWRE 1 5 YR | 0 | 19,416 | +19,416 | 0 | 486,662 | 0.20% | +486,662 |
| VANGUARD SCOTTSDALE FDS INT-TERM CORP | 0 | 5,478 | +5,478 | 0 | 453,305 | 0.19% | +453,305 |
| ISHARES TR | 20,283 | 24,227 | +3,944 | 1,448,395 | 1,801,242 | 0.76% | +352,847 |
| ISHARES INC ESG AWR MSCI EM | 54,211 | 59,935 | +5,724 | 2,394,520 | 2,725,256 | 1.15% | +330,736 |
| ISHARES TR 0-5 YR TIPS ETF | 1,995 | 5,141 | +3,146 | 204,268 | 531,734 | 0.22% | +327,466 |
| WORLD GOLD TR(GLDM) | 0 | 3,500 | +3,500 | 0 | 324,415 | 0.14% | +324,415 |
| ISHARES TR CONV BD ETF | 2,763 | 5,388 | +2,625 | 272,156 | 548,445 | 0.23% | +276,289 |
| ISHARES GOLD TR(IAU) | 0 | 5,161 | +5,161 | 0 | 241,019 | 0.10% | +241,019 |
| HASHDEX NASDAQ CME CRYPTO(NCIQ) | 0 | 13,192 | +13,192 | 0 | 227,298 | 0.10% | +227,298 |
| VANECK BITCOIN ETF(HODL) | 0 | 11,144 | +11,144 | 0 | 213,519 | 0.09% | +213,519 |
| FRANKLIN TEMPLETON HOLDINGS(FGDL) | 0 | 3,396 | +3,396 | 0 | 211,102 | 0.09% | +211,102 |
| ISHARES TR | 0 | 943 | +943 | 0 | 201,491 | 0.08% | +201,491 |
| VANGUARD TAX-MANAGED FDS | 8,687 | 10,575 | +1,888 | 542,677 | 677,646 | 0.29% | +134,969 |
| NVIDIA CORPORATION(NVDA) | 1,519 | 2,166 | +647 | 283,209 | 377,671 | 0.16% | +94,462 |
| ALPHABET INC(GOOG) | 807 | 942 | +135 | 253,237 | 270,305 | 0.11% | +17,068 |
| CISCO SYS INC(CSCO) | 3,352 | 3,374 | +22 | 258,205 | 261,789 | 0.11% | +3,584 |
| ISHARES TR | 3,801 | 3,766 | -35 | 255,161 | 257,858 | 0.11% | +2,697 |
| VANGUARD INDEX FDS | 344 | 342 | -2 | 215,733 | 204,362 | 0.09% | -11,371 |
| NXP SEMICONDUCTORS N V COM | 1,670 | 1,668 | -2 | 362,490 | 328,362 | 0.14% | -34,128 |
| DIMENSIONAL ETF TRUST US COR EQU 2 ETF | 38,343 | 37,696 | -647 | 1,517,999 | 1,464,867 | 0.62% | -53,132 |
| VANGUARD SPECIALIZED FUNDS | 1,756 | 1,382 | -374 | 385,934 | 297,213 | 0.13% | -88,721 |
| ISHARES INC CORE MSCI EMKT | 6,657 | 5,105 | -1,552 | 447,508 | 356,099 | 0.15% | -91,409 |
| DIMENSIONAL ETF TRUST INTERNATNAL VAL | 14,091 | 11,454 | -2,637 | 703,141 | 604,542 | 0.25% | -98,599 |
| APPLE INC(AAPL) | 3,664 | 3,439 | -225 | 996,095 | 872,784 | 0.37% | -123,311 |
| MICROSOFT CORP(MSFT) | 753 | 584 | -169 | 364,320 | 216,179 | 0.09% | -148,141 |
| DIMENSIONAL ETF TRUST INTL CORE EQT MK | 13,182 | 8,566 | -4,616 | 502,366 | 333,731 | 0.14% | -168,635 |
| SCHWAB STRATEGIC TR | 36,243 | 27,471 | -8,772 | 871,273 | 679,896 | 0.29% | -191,377 |
| INVESCO EXCH TRADED FD TR II S&P SMLCAP QTY | 9,918 | 5,254 | -4,664 | 417,506 | 221,519 | 0.09% | -195,987 |
| SPDR SERIES TRUST ST STR P500VAL | 3,597 | 0 | -3,597 | 204,346 | 0 | — | -204,346 |
| VANGUARD STAR FDS | 5,525 | 2,643 | -2,882 | 416,806 | 203,802 | 0.09% | -213,004 |
| DIMENSIONAL ETF TRUST INTL CORE EQUITY | 15,106 | 8,648 | -6,458 | 520,553 | 307,263 | 0.13% | -213,290 |
| BLACKROCK ETF TRUST II | 4,594 | 0 | -4,594 | 223,636 | 0 | — | -223,636 |
| ISHARES TR | 2,331 | 0 | -2,331 | 224,149 | 0 | — | -224,149 |
| VANGUARD INDEX FDS | 748 | 0 | -748 | 226,124 | 0 | — | -226,124 |
| VANGUARD BD INDEX FDS | 3,213 | 0 | -3,213 | 237,987 | 0 | — | -237,987 |
| ISHARES TR | 3,328 | 0 | -3,328 | 258,020 | 0 | — | -258,020 |
| ISHARES TR | 6,191 | 0 | -6,191 | 263,613 | 0 | — | -263,613 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 3,933 | 2,125 | -1,808 | 610,087 | 343,676 | 0.14% | -266,411 |
| ABRDN SILVER ETF TRUST | 3,957 | 0 | -3,957 | 267,651 | 0 | — | -267,651 |
| VANGUARD WORLD FD | 4,012 | 0 | -4,012 | 287,339 | 0 | — | -287,339 |
| SELECT SECTOR SPDR TR ST STR SVC ETF | 2,866 | 0 | -2,866 | 337,386 | 0 | — | -337,386 |
| AMAZON COM INC(AMZN) | 1,468 | 0 | -1,468 | 338,844 | 0 | — | -338,844 |
| VANGUARD INDEX FDS | 5,707 | 4,882 | -825 | 1,913,386 | 1,566,194 | 0.66% | -347,192 |
| SELECT SECTOR SPDR TR ST STR DISCR ETF | 2,948 | 0 | -2,948 | 352,021 | 0 | — | -352,021 |
| SCHWAB STRATEGIC TR | 14,902 | 0 | -14,902 | 363,162 | 0 | — | -363,162 |
| ISHARES INC MSCI GBL GOLD MN | 4,981 | 0 | -4,981 | 366,801 | 0 | — | -366,801 |
| ISHARES TR CORE INTL AGGR | 14,539 | 6,870 | -7,669 | 727,117 | 343,769 | 0.14% | -383,348 |
| ISHARES TR | 4,663 | 0 | -4,663 | 448,957 | 0 | — | -448,957 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 2,937 | 0 | -2,937 | 454,648 | 0 | — | -454,648 |
| ISHARES TR | 7,163 | 2,662 | -4,501 | 728,216 | 268,137 | 0.11% | -460,079 |
| ISHARES TR | 29,322 | 0 | -29,322 | 481,760 | 0 | — | -481,760 |