Archer Investment Management, LLC
CIK 2052868 · Holdings on Sep 30, 2025 · First reported Oct 9, 2025
Top ten holdings
Q3 2025- DFGP9.24%
- SCHR9.00%
- VEU5.59%
- USMF5.24%
- IQLT5.23%
- QLTY5.08%
- TIP4.99%
- SGOV4.97%
- FDEM4.22%
- TLT3.40%
Share classes counted separately56.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SGOVWeight decreased · -4.14 pp9.11% → 4.97%Shares -44.22K (-35.49%)
- SCHRWeight decreased · -3.63 pp12.63% → 9.00%Shares -111.89K (-16.10%)
- TLTWeight decreased · -2.21 pp5.61% → 3.40%Shares -25.74K (-29.38%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFGPDIMENSIONAL GLBL CORE PL FIXGLOBAL CORE PLUS View history and evidence | $15.04M | 9.24% | 270.67K shares | 10.32% → 9.24%-1.08 pp +9.79K (+3.75%) | Added | ↗▾ |
| 02 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $14.66M | 9.00% | 583.20K shares | 12.63% → 9.00%-3.63 pp -111.89K (-16.10%) | Reduced | ↗▾ |
| 03 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $9.09M | 5.59% | 127.41K shares | 6.36% → 5.59%-0.77 pp -3.03K (-2.32%) | Reduced | ↗▾ |
| 04 | USMFWISDOMTREE US MULTIFACTOR FUUS MULTIFACTOR View history and evidence | $8.54M | 5.24% | 163.35K shares | 5.59% → 5.24%-0.35 pp +13.18K (+8.77%) | Added | ↗▾ |
| 05 | IQLTISHARES MSCI INTERNATIONAL QMSCI INTL QUALTY View history and evidence | $8.51M | 5.23% | 192.52K shares | 5.90% → 5.23%-0.67 pp +4.49K (+2.39%) | Added | ↗▾ |
| 06 | QLTYGMO U.S. QUALITY ETFGMO US QUALITY E View history and evidence | $8.27M | 5.08% | 228.62K shares | 5.70% → 5.08%-0.62 pp -730 (-0.32%) | Reduced | ↗▾ |
| 07 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $8.13M | 4.99% | 73.10K shares | Prior unavailable +73.10K | New | ↗▾ |
| 08 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $8.09M | 4.97% | 80.38K shares | 9.11% → 4.97%-4.14 pp -44.22K (-35.49%) | Reduced | ↗▾ |
| 09 | FDEMFIDELITY EMRG MRKT MULTIFACTEMERG MKTS MLTFT View history and evidence | $6.87M | 4.22% | 228.35K shares | Prior unavailable +228.35K | New | ↗▾ |
| 10 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $5.53M | 3.40% | 61.85K shares | 5.61% → 3.40%-2.21 pp -25.74K (-29.38%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FUTY FIDELITY MSCI US UTILITIES | Non-derivative | -35,559 | -$1.87M | SEC filing ↗ | SEC filing ↗ |
| 56167N753 MANAGED PORTFOLIO SERIES | Non-derivative | -12,092 | -$639.80K | SEC filing ↗ | SEC filing ↗ |
| QUAL ISHARES MSCI USA QUALITY FAC | Non-derivative | -1,337 | -$244.43K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2052868 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 162813130
}Research all 59 reported holdings.
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