Archer Investment Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Archer Investment Management, LLC reported 58 stock positions worth $162.4 million. Its top holding was Schwab Intermediate-Term US (SCHR) at 10.4% of the portfolio, followed by GMO U.S. Quality ETF (QLTY, 9.1%) and Wisdomtree US Multifactor Fu (USMF, 8.4%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002052868
- Portfolio Value
- $162.4M (Q4 2024)
- SEC Filing
- 0001085146-25-000476 ↗ filed Jan 24, 2025
Holdings Value
Holdings 58 stocks · $162.4M
| SCHR Schwab Intermediate-Term US | 10.43% | 697,449 | $16.9M | — |
| QLTY GMO U.S. Quality ETF | 9.12% | 463,217 | $14.8M | — |
| USMF Wisdomtree US Multifactor Fu | 8.45% | 276,149 | $13.7M | — |
| DFGP Dimensional GLBL Core PL Fix | 8.21% | 252,270 | $13.3M | — |
| VEU Vanguard Ftse All-World Ex-U | 5.88% | 166,331 | $9.5M | — |
| DGRW Wisdomtree U.S. Quality Divi | 5.75% | 115,404 | $9.3M | — |
| IQLT iShares MSCI International Q | 5.24% | 229,282 | $8.5M | — |
| FLDR Fidelity Low Durat Fact ETF | 4.22% | 137,358 | $6.9M | — |
| TLT iShares 20+ Year Treasury BD | 3.59% | 66,844 | $5.8M | — |
| CVMC Calvert US Mcap Core Resp | 3.26% | 89,018 | $5.3M | — |
| SCHB Schwab US Broad Market ETF | 3.09% | 220,800 | $5.0M | — |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.80% | 89,281 | $4.5M | — |
| USSG Xtrackers MSCI USA Sele Eqty | 2.31% | 69,571 | $3.8M | — |
| RSP Invesco S&P 500 Equal Weight | 2.30% | 21,302 | $3.7M | — |
| SCHO Schwab Short-Term US Treas | 2.17% | 146,451 | $3.5M | — |
| DFSI Dimensional Int Sus COR1 ETF | 1.79% | 88,457 | $2.9M | — |
| CVIE Cal Intl Responsible Index | 1.79% | 52,572 | $2.9M | — |
| DFSD Dimensional Short Duration | 1.52% | 52,715 | $2.5M | — |
| SCHA Schwab US Small-Cap ETF | 1.39% | 87,198 | $2.3M | — |
| FUTY Fidelity MSCI US Utilities | 1.09% | 36,416 | $1.8M | — |
| BITB Bitwise Bitcoin ETF | 1.04% | 33,333 | $1.7M | — |
| IWC iShares Micro-Cap ETF | 1.02% | 12,661 | $1.7M | — |
| AVUV Avantis US Small Cap Value | 0.85% | 14,361 | $1.4M | — |
| INTF iShares International Equity | 0.85% | 48,164 | $1.4M | — |
| XVV iShares ESG Select Screened | 0.83% | 29,845 | $1.4M | — |
| VGIT Vanguard Intermediate-Term T | 0.80% | 22,360 | $1.3M | — |
| DFAC Dimensional US Core Equity 2 | 0.69% | 32,594 | $1.1M | — |
| ETH Grayscale Ethereum Staking M | 0.69% | 35,586 | $1.1M | — |
| SCHF Schwab Intl Equity ETF | 0.62% | 54,194 | $1.0M | — |
| AAPL Apple Inc. | 0.57% | 3,684 | $923K | — |
| DFAI Dimensional International Co. | 0.54% | 29,987 | $876K | — |
| DFIC Dimensional International Co. | 0.53% | 33,310 | $861K | — |
| IAGG iShares Intl Aggregate Bond | 0.51% | 16,547 | $826K | — |
| DFAE Dimensional Emerging Core Eq | 0.46% | 29,550 | $750K | — |
| DUHP Dimensional US High Profi Et | 0.39% | 18,977 | $641K | — |
| DFIV Dimensional International Va | 0.38% | 17,471 | $620K | — |
| TBLU Managed Portfolio Series | 0.37% | 12,724 | $597K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.36% | 5,067 | $580K | — |
| ETHE Grayscale Ethereum Staking E | 0.35% | 20,300 | $569K | — |
| BGRN iShares Usd Green Bond ETF | 0.34% | 11,964 | $558K | — |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.32% | 12,539 | $516K | — |
| DFAX Dimensional World Ex US Core | 0.25% | 16,413 | $408K | — |
| BND Vanguard Total Bond Market | 0.25% | 5,664 | $407K | — |
| VGLT Vanguard Long-Term Treasury | 0.24% | 7,028 | $389K | — |
| DFUV Dimensional US Marketwide Va | 0.23% | 9,312 | $381K | — |
| DFAU Dimensional US Core Equity M | 0.22% | 8,870 | $359K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.22% | 6,774 | $353K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 1,191 | $345K | — |
| DFSV Dimensional US Small Cap Val | 0.20% | 10,339 | $318K | — |
| AMZN Amazon.com Inc. | 0.17% | 1,269 | $278K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.16% | 4,722 | $268K | — |
| MSFT Microsoft Corp. | 0.16% | 604 | $255K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 410 | $240K | — |
| VOO Vanguard S&P 500 ETF | 0.14% | 437 | $235K | — |
| IWD iShares Russell 1000 Value E | 0.14% | 1,267 | $235K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 1,412 | $228K | — |
| DIHP Dimensional International Hi | 0.13% | 8,121 | $205K | — |
| CLSK Cleanspark Inc. | 0.07% | 13,234 | $122K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 110 | $292.7M | IVV, CORO, DYNF, IVW, IVE |
| Q1 2026 | 108 | $237.7M | IVE, IVV, CORO, IVW, DYNF |
| Q4 2025 | 117 | $185.9M | SCHR, DFGP, VEU, QLTY, SGOV |
| Q3 2025 | 59 | $162.8M | DFGP, SCHR, VEU, USMF, IQLT |
| Q2 2025 | 53 | $137.8M | SCHR, DFGP, SGOV, VEU, IQLT |
| Q1 2025 | 57 | $144.6M | SCHR, DFGP, VEU, QLTY, USMF |
| Q4 2024 | 58 | $162.4M | SCHR, QLTY, USMF, DFGP, VEU |