Filed: 7/9/2025ACC: 0001085146-25-003674
📋 What this filing means
ARCHER INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $137.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$137.77M
Total AUM (reported)
2.98M
Total Shares
Allocation by class
INT-TRM U.S TRES$17.40M12.6%
GLOBAL CORE PLUS$14.22M10.3%
0-3 MNTH TREASRY$12.55M9.1%
ALLWRLD EX US$8.77M6.4%
MSCI INTL QUALTY$8.13M5.9%
GMO US QUALITY E$7.86M5.7%
20 YR TR BD ETF$7.73M5.6%
Portfolio Concentration
Top 3$44.16M32.1%
4–10$49.61M36.0%
11–25$30.27M22.0%
Rest$13.73M10.0%
Top 3 weight
32.1%
Top 10 weight
68.1%
Voting Authority Distribution
Total shares with voting rights: 2.98M
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
2.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings53
Rows:
SCHWAB STRATEGIC TR
SOLEShares695.09K
TypeSH
Market value$17.40M
12.63%
Sole
0.00
Shared
0.00
None
695.09K
DIMENSIONAL ETF TRUST
SOLEShares260.88K
TypeSH
Market value$14.22M
10.32%
Sole
0.00
Shared
0.00
None
260.88K
ISHARES TR
SOLEShares124.60K
TypeSH
Market value$12.55M
9.11%
Sole
0.00
Shared
0.00
None
124.60K
VANGUARD INTL EQUITY INDEX F
SOLEShares130.44K
TypeSH
Market value$8.77M
6.36%
Sole
0.00
Shared
0.00
None
130.44K
ISHARES TR
SOLEShares188.03K
TypeSH
Market value$8.13M
5.90%
Sole
0.00
Shared
0.00
None
188.03K
2023 ETF SERIES TRUST II
SOLEShares229.35K
TypeSH
Market value$7.86M
5.70%
Sole
0.00
Shared
0.00
None
229.35K
ISHARES TR
SOLEShares87.59K
TypeSH
Market value$7.73M
5.61%
Sole
0.00
Shared
0.00
None
87.59K
WISDOMTREE TR
SOLEShares150.18K
TypeSH
Market value$7.70M
5.59%
Sole
0.00
Shared
0.00
None
150.18K
WISDOMTREE TR
SOLEShares58.34K
TypeSH
Market value$4.89M
3.55%
Sole
0.00
Shared
0.00
None
58.34K
DIMENSIONAL ETF TRUST
SOLEShares86.64K
TypeSH
Market value$4.54M
3.30%
Sole
0.00
Shared
0.00
None
86.64K
SCHWAB STRATEGIC TR
SOLEShares148.57K
TypeSH
Market value$3.54M
2.57%
Sole
0.00
Shared
0.00
None
148.57K
MORGAN STANLEY ETF TRUST
SOLEShares50.89K
TypeSH
Market value$3.09M
2.24%
Sole
0.00
Shared
0.00
None
50.89K
DIMENSIONAL ETF TRUST
SOLEShares74.82K
TypeSH
Market value$2.95M
2.14%
Sole
0.00
Shared
0.00
None
74.82K
MORGAN STANLEY ETF TRUST
SOLEShares41.18K
TypeSH
Market value$2.68M
1.95%
Sole
0.00
Shared
0.00
None
41.18K
GRAYSCALE ETHEREUM MINI TR E
SOLEShares90.93K
TypeSH
Market value$2.16M
1.57%
Sole
0.00
Shared
0.00
None
90.93K
DBX ETF TR
SOLEShares36.05K
TypeSH
Market value$2.05M
1.49%
Sole
0.00
Shared
0.00
None
36.05K
VANGUARD SCOTTSDALE FDS
SOLEShares32.36K
TypeSH
Market value$1.94M
1.40%
Sole
0.00
Shared
0.00
None
32.36K
FIDELITY COVINGTON TRUST
SOLEShares35.56K
TypeSH
Market value$1.87M
1.36%
Sole
0.00
Shared
0.00
None
35.56K
DIMENSIONAL ETF TRUST
SOLEShares50.71K
TypeSH
Market value$1.82M
1.32%
Sole
0.00
Shared
0.00
None
50.71K
INVESCO EXCHANGE TRADED FD T
SOLEShares9.37K
TypeSH
Market value$1.70M
1.24%
Sole
0.00
Shared
0.00
None
9.37K
ISHARES TR
SOLEShares12.09K
TypeSH
Market value$1.54M
1.12%
Sole
0.00
Shared
0.00
None
12.09K
GRAYSCALE BITCOIN MINI TR ET
SOLEShares29.13K
TypeSH
Market value$1.39M
1.01%
Sole
0.00
Shared
0.00
None
29.13K
BITWISE BITCOIN ETF TR
SOLEShares23.06K
TypeSH
Market value$1.35M
0.98%
Sole
0.00
Shared
0.00
None
23.06K
ISHARES TR
SOLEShares32.52K
TypeSH
Market value$1.11M
0.81%
Sole
0.00
Shared
0.00
None
32.52K
SCHWAB STRATEGIC TR
SOLEShares42.75K
TypeSH
Market value$1.08M
0.78%
Sole
0.00
Shared
0.00
None
42.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 695.09K | SH | $17.40M 12.63% | 0.00 | 0.00 | 695.09K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 260.88K | SH | $14.22M 10.32% | 0.00 | 0.00 | 260.88K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 124.60K | SH | $12.55M 9.11% | 0.00 | 0.00 | 124.60K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 130.44K | SH | $8.77M 6.36% | 0.00 | 0.00 | 130.44K |
ISHARES TRSOLE | MSCI INTL QUALTY | 188.03K | SH | $8.13M 5.90% | 0.00 | 0.00 | 188.03K |
2023 ETF SERIES TRUST IISOLE | GMO US QUALITY E | 229.35K | SH | $7.86M 5.70% | 0.00 | 0.00 | 229.35K |
ISHARES TRSOLE | 20 YR TR BD ETF | 87.59K | SH | $7.73M 5.61% | 0.00 | 0.00 | 87.59K |
WISDOMTREE TRSOLE | US MULTIFACTOR | 150.18K | SH | $7.70M 5.59% | 0.00 | 0.00 | 150.18K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 58.34K | SH | $4.89M 3.55% | 0.00 | 0.00 | 58.34K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 86.64K | SH | $4.54M 3.30% | 0.00 | 0.00 | 86.64K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 148.57K | SH | $3.54M 2.57% | 0.00 | 0.00 | 148.57K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US MDCP | 50.89K | SH | $3.09M 2.24% | 0.00 | 0.00 | 50.89K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 74.82K | SH | $2.95M 2.14% | 0.00 | 0.00 | 74.82K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT INTERNAT | 41.18K | SH | $2.68M 1.95% | 0.00 | 0.00 | 41.18K |
GRAYSCALE ETHEREUM MINI TR ESOLE | SHS NEW | 90.93K | SH | $2.16M 1.57% | 0.00 | 0.00 | 90.93K |
DBX ETF TRSOLE | XTRACKERS MSCI | 36.05K | SH | $2.05M 1.49% | 0.00 | 0.00 | 36.05K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 32.36K | SH | $1.94M 1.40% | 0.00 | 0.00 | 32.36K |
FIDELITY COVINGTON TRUSTSOLE | MSCI UTILS INDEX | 35.56K | SH | $1.87M 1.36% | 0.00 | 0.00 | 35.56K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 50.71K | SH | $1.82M 1.32% | 0.00 | 0.00 | 50.71K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 9.37K | SH | $1.70M 1.24% | 0.00 | 0.00 | 9.37K |
ISHARES TRSOLE | MICRO-CAP ETF | 12.09K | SH | $1.54M 1.12% | 0.00 | 0.00 | 12.09K |
GRAYSCALE BITCOIN MINI TR ETSOLE | SHS NEW | 29.13K | SH | $1.39M 1.01% | 0.00 | 0.00 | 29.13K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 23.06K | SH | $1.35M 0.98% | 0.00 | 0.00 | 23.06K |
ISHARES TRSOLE | INTL EQTY FACTOR | 32.52K | SH | $1.11M 0.81% | 0.00 | 0.00 | 32.52K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 42.75K | SH | $1.08M 0.78% | 0.00 | 0.00 | 42.75K |
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