Filed: 4/9/2025ACC: 0001085146-25-001956
📋 What this filing means
ARCHER INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $144.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$144.56M
Total AUM (reported)
3.48M
Total Shares
Allocation by class
INT-TRM U.S TRES$16.37M11.3%
GLOBAL CORE PLUS$12.68M8.8%
ALLWRLD EX US$10.16M7.0%
GMO US QUALITY E$10.02M6.9%
US MULTIFACTOR$9.92M6.9%
MSCI INTL QUALTY$9.29M6.4%
LOW DURTIN ETF$7.42M5.1%
Portfolio Concentration
Top 3$39.21M27.1%
4–10$54.59M37.8%
11–25$33.59M23.2%
Rest$17.17M11.9%
Top 3 weight
27.1%
Top 10 weight
64.9%
Voting Authority Distribution
Total shares with voting rights: 3.48M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.48M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings57
Rows:
SCHWAB STRATEGIC TR
SOLEShares658.56K
TypeSH
Market value$16.37M
11.33%
Sole
0.00
Shared
0.00
None
658.56K
DIMENSIONAL ETF TRUST
SOLEShares237.24K
TypeSH
Market value$12.68M
8.77%
Sole
0.00
Shared
0.00
None
237.24K
VANGUARD INTL EQUITY INDEX F
SOLEShares167.50K
TypeSH
Market value$10.16M
7.03%
Sole
0.00
Shared
0.00
None
167.50K
2023 ETF SERIES TRUST II
SOLEShares320.54K
TypeSH
Market value$10.02M
6.93%
Sole
0.00
Shared
0.00
None
320.54K
WISDOMTREE TR
SOLEShares199.91K
TypeSH
Market value$9.92M
6.86%
Sole
0.00
Shared
0.00
None
199.91K
ISHARES TR
SOLEShares234.04K
TypeSH
Market value$9.29M
6.43%
Sole
0.00
Shared
0.00
None
234.04K
FIDELITY MERRIMACK STR TR
SOLEShares147.96K
TypeSH
Market value$7.42M
5.13%
Sole
0.00
Shared
0.00
None
147.96K
ISHARES TR
SOLEShares78.07K
TypeSH
Market value$7.11M
4.92%
Sole
0.00
Shared
0.00
None
78.07K
WISDOMTREE TR
SOLEShares80.77K
TypeSH
Market value$6.45M
4.46%
Sole
0.00
Shared
0.00
None
80.77K
DIMENSIONAL ETF TRUST
SOLEShares85.31K
TypeSH
Market value$4.39M
3.04%
Sole
0.00
Shared
0.00
None
85.31K
SCHWAB STRATEGIC TR
SOLEShares176.17K
TypeSH
Market value$3.79M
2.62%
Sole
0.00
Shared
0.00
None
176.17K
MORGAN STANLEY ETF TRUST
SOLEShares65.83K
TypeSH
Market value$3.73M
2.58%
Sole
0.00
Shared
0.00
None
65.83K
DIMENSIONAL ETF TRUST
SOLEShares88.41K
TypeSH
Market value$3.08M
2.13%
Sole
0.00
Shared
0.00
None
88.41K
MORGAN STANLEY ETF TRUST
SOLEShares46.92K
TypeSH
Market value$2.72M
1.88%
Sole
0.00
Shared
0.00
None
46.92K
SCHWAB STRATEGIC TR
SOLEShares108.17K
TypeSH
Market value$2.63M
1.82%
Sole
0.00
Shared
0.00
None
108.17K
DIMENSIONAL ETF TRUST
SOLEShares50.79K
TypeSH
Market value$2.41M
1.67%
Sole
0.00
Shared
0.00
None
50.79K
INVESCO EXCHANGE TRADED FD T
SOLEShares13.64K
TypeSH
Market value$2.36M
1.63%
Sole
0.00
Shared
0.00
None
13.64K
DBX ETF TR
SOLEShares45.89K
TypeSH
Market value$2.31M
1.60%
Sole
0.00
Shared
0.00
None
45.89K
DIMENSIONAL ETF TRUST
SOLEShares61.22K
TypeSH
Market value$2.02M
1.40%
Sole
0.00
Shared
0.00
None
61.22K
FIDELITY COVINGTON TRUST
SOLEShares34.48K
TypeSH
Market value$1.76M
1.22%
Sole
0.00
Shared
0.00
None
34.48K
GRAYSCALE ETHEREUM MINI TR E
SOLEShares84.52K
TypeSH
Market value$1.46M
1.01%
Sole
0.00
Shared
0.00
None
84.52K
SCHWAB STRATEGIC TR
SOLEShares59.65K
TypeSH
Market value$1.40M
0.97%
Sole
0.00
Shared
0.00
None
59.65K
BITWISE BITCOIN ETF TR
SOLEShares30.69K
TypeSH
Market value$1.38M
0.95%
Sole
0.00
Shared
0.00
None
30.69K
ISHARES TR
SOLEShares41.75K
TypeSH
Market value$1.29M
0.89%
Sole
0.00
Shared
0.00
None
41.75K
APPLE INC
SOLEShares5.60K
TypeSH
Market value$1.24M
0.86%
Sole
0.00
Shared
0.00
None
5.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 658.56K | SH | $16.37M 11.33% | 0.00 | 0.00 | 658.56K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 237.24K | SH | $12.68M 8.77% | 0.00 | 0.00 | 237.24K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 167.50K | SH | $10.16M 7.03% | 0.00 | 0.00 | 167.50K |
2023 ETF SERIES TRUST IISOLE | GMO US QUALITY E | 320.54K | SH | $10.02M 6.93% | 0.00 | 0.00 | 320.54K |
WISDOMTREE TRSOLE | US MULTIFACTOR | 199.91K | SH | $9.92M 6.86% | 0.00 | 0.00 | 199.91K |
ISHARES TRSOLE | MSCI INTL QUALTY | 234.04K | SH | $9.29M 6.43% | 0.00 | 0.00 | 234.04K |
FIDELITY MERRIMACK STR TRSOLE | LOW DURTIN ETF | 147.96K | SH | $7.42M 5.13% | 0.00 | 0.00 | 147.96K |
ISHARES TRSOLE | 20 YR TR BD ETF | 78.07K | SH | $7.11M 4.92% | 0.00 | 0.00 | 78.07K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 80.77K | SH | $6.45M 4.46% | 0.00 | 0.00 | 80.77K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 85.31K | SH | $4.39M 3.04% | 0.00 | 0.00 | 85.31K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 176.17K | SH | $3.79M 2.62% | 0.00 | 0.00 | 176.17K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US MDCP | 65.83K | SH | $3.73M 2.58% | 0.00 | 0.00 | 65.83K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 88.41K | SH | $3.08M 2.13% | 0.00 | 0.00 | 88.41K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT INTERNAT | 46.92K | SH | $2.72M 1.88% | 0.00 | 0.00 | 46.92K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 108.17K | SH | $2.63M 1.82% | 0.00 | 0.00 | 108.17K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 50.79K | SH | $2.41M 1.67% | 0.00 | 0.00 | 50.79K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 13.64K | SH | $2.36M 1.63% | 0.00 | 0.00 | 13.64K |
DBX ETF TRSOLE | XTRCKR MSCI US | 45.89K | SH | $2.31M 1.60% | 0.00 | 0.00 | 45.89K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 61.22K | SH | $2.02M 1.40% | 0.00 | 0.00 | 61.22K |
FIDELITY COVINGTON TRUSTSOLE | MSCI UTILS INDEX | 34.48K | SH | $1.76M 1.22% | 0.00 | 0.00 | 34.48K |
GRAYSCALE ETHEREUM MINI TR ESOLE | SHS NEW | 84.52K | SH | $1.46M 1.01% | 0.00 | 0.00 | 84.52K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 59.65K | SH | $1.40M 0.97% | 0.00 | 0.00 | 59.65K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 30.69K | SH | $1.38M 0.95% | 0.00 | 0.00 | 30.69K |
ISHARES TRSOLE | INTL EQTY FACTOR | 41.75K | SH | $1.29M 0.89% | 0.00 | 0.00 | 41.75K |
APPLE INCSOLE | COM | 5.60K | SH | $1.24M 0.86% | 0.00 | 0.00 | 5.60K |
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