Archer Investment Management, LLC
CIK 2052868 · Holdings on Dec 31, 2024 · First reported Jan 24, 2025
Top ten holdings
Q4 2024- SCHR10.43%
- QLTY9.12%
- USMF8.45%
- DFGP8.21%
- VEU5.88%
- DGRW5.75%
- IQLT5.24%
- FLDR4.22%
- TLT3.59%
- CVMC3.26%
Share classes counted separately64.15%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $16.94M | 10.43% | 697.45K shares | Prior unavailable — | — | ↗▾ |
| 02 | QLTYGMO U.S. QUALITY ETFGMO US QUALITY E View history and evidence | $14.81M | 9.12% | 463.22K shares | Prior unavailable — | — | ↗▾ |
| 03 | USMFWISDOMTREE US MULTIFACTOR FUUS MULTIFACTOR View history and evidence | $13.72M | 8.45% | 276.15K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFGPDIMENSIONAL GLBL CORE PL FIXGLOBAL CORE PLUS View history and evidence | $13.33M | 8.21% | 252.27K shares | Prior unavailable — | — | ↗▾ |
| 05 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $9.55M | 5.88% | 166.33K shares | Prior unavailable — | — | ↗▾ |
| 06 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $9.34M | 5.75% | 115.40K shares | Prior unavailable — | — | ↗▾ |
| 07 | IQLTISHARES MSCI INTERNATIONAL QMSCI INTL QUALTY View history and evidence | $8.51M | 5.24% | 229.28K shares | Prior unavailable — | — | ↗▾ |
| 08 | FLDRFIDELITY LOW DURAT FACT ETFLOW DURTIN ETF View history and evidence | $6.86M | 4.22% | 137.36K shares | Prior unavailable — | — | ↗▾ |
| 09 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $5.84M | 3.59% | 66.84K shares | Prior unavailable — | — | ↗▾ |
| 10 | CVMCCALVERT US MCAP CORE RESPCALVERT US MDCP View history and evidence | $5.29M | 3.26% | 89.02K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2052868 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 162418767
}Research all 58 reported holdings.
This page includes 30 of 58 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 58 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2052868","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"2052868","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.