Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Archer Investment Management, LLC

Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0001085146-25-001956

Total Value
$144.6M
Positions
57
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (57)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524854658,564$16.4M11.33%
2DIMENSIONAL ETF TRUST25434V583237,243$12.7M8.77%
3VANGUARD INTL EQUITY INDEX F922042775167,499$10.2M7.03%
42023 ETF SERIES TRUST II90139K100320,539$10.0M6.93%
5WISDOMTREE TRWT199,906$9.9M6.86%
6ISHARES TR46434V456234,040$9.3M6.43%
7FIDELITY MERRIMACK STR TR316188408147,956$7.4M5.13%
8ISHARES TR46428743278,068$7.1M4.92%
9WISDOMTREE TRWT80,767$6.5M4.46%
10DIMENSIONAL ETF TRUST25434V67485,306$4.4M3.04%
11SCHWAB STRATEGIC TR808524102176,173$3.8M2.62%
12MORGAN STANLEY ETF TRUSTMS-PQ65,830$3.7M2.58%
13DIMENSIONAL ETF TRUST25434V69088,405$3.1M2.13%
14MORGAN STANLEY ETF TRUSTMS-PQ46,924$2.7M1.88%
15SCHWAB STRATEGIC TR808524862108,173$2.6M1.82%
16DIMENSIONAL ETF TRUST25434V86450,789$2.4M1.67%
17INVESCO EXCHANGE TRADED FD TIVZ13,644$2.4M1.63%
18DBX ETF TR23305115045,893$2.3M1.60%
19DIMENSIONAL ETF TRUST25434V70861,224$2.0M1.40%
20FIDELITY COVINGTON TRUST31609286534,483$1.8M1.22%
21GRAYSCALE ETHEREUM MINI TR E38964R20384,518$1.5M1.01%
22SCHWAB STRATEGIC TR80852460759,646$1.4M0.97%
23BITWISE BITCOIN ETF TRBITB30,694$1.4M0.95%
24ISHARES TR46434V27441,754$1.3M0.89%
25APPLE INCAAPL5,602$1.2M0.86%
26ISHARES TR46428886911,088$1.2M0.85%
27VANGUARD SCOTTSDALE FDS92206C70620,532$1.2M0.84%
28VANGUARD INDEX FDS9229087693,334$916,3170.63%
29SCHWAB STRATEGIC TR80852480545,692$903,7800.63%
30DIMENSIONAL ETF TRUST25434V79932,162$893,1390.62%
31DELL TECHNOLOGIES INCDELL8,691$792,1850.55%
32ISHARES TR46436E56918,480$790,6240.55%
33DIMENSIONAL ETF TRUST25434V20324,652$769,8820.53%
34ISHARES TR46435G67213,795$689,6120.48%
35DIMENSIONAL ETF TRUST25434V80717,131$674,2760.47%
36VANGUARD SCOTTSDALE FDS92206C84711,629$669,9470.46%
37VANGUARD STAR FDS9219097689,229$573,1210.40%
38MANAGED PORTFOLIO SERIES56167N75311,304$534,9320.37%
39ISHARES TR46435U44011,149$528,0170.37%
40VANGUARD INDEX FDS9229087443,013$520,4660.36%
41GRAYSCALE BITCOIN MINI TR ET38993020713,847$505,2770.35%
42VANGUARD TAX-MANAGED FDS9219438588,917$453,2510.31%
43AMERICAN CENTY ETF TR0250728774,587$399,8490.28%
44DIMENSIONAL ETF TRUST25434V83111,850$392,7090.27%
45ISHARES TR46436E54410,159$382,2200.26%
46VANGUARD BD INDEX FDS9219378355,096$374,3010.26%
47DIMENSIONAL ETF TRUST25434V88013,653$357,7090.25%
48ISHARES TR4642882406,048$335,3620.23%
49NXP SEMICONDUCTORS N VNXPI1,671$317,5900.22%
50GRAYSCALE ETHEREUM TRUST ETF38963810719,502$296,8200.21%
51VANGUARD WORLD FD9219107254,750$280,1550.19%
52AMAZON COM INCAMZN1,318$250,7630.17%
53DIMENSIONAL ETF TRUST25434V1046,349$244,0560.17%
54MICROSOFT CORPMSFT635$238,4920.16%
55DIMENSIONAL ETF TRUST25434V7245,405$222,7400.15%
56ISHARES TR4642882733,328$211,4280.15%
57VANGUARD INDEX FDS922908363390$200,4250.14%