13F Filings for Ritter Daniher Financial Advisory LLC / DE (CIK: 1936603)
View the most recent portfolio holdings disclosed by Ritter Daniher Financial Advisory LLC / DE in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
IVV - ISHARES TR(Class: CORE SP500 ETF) | 141.72K | $87.99M | 21.61% | Increased | 3.42K (2.0%, $10.28M) |
DGRO - ISHARES TR(Class: CORE DIV GRWTH) | 603.95K | $38.62M | 9.48% | Increased | 18.76K (3.0%, $2.46M) |
N/A - ISHARES TR(Class: CORE MSCI EAFE) | 380.47K | $31.76M | 7.80% | Decreased | 6.33K (1.0%, $2.50M) |
AVEM - AMERICAN CENTY ETF TR(Class: AVANTIS EMGMKT) | 440.40K | $30.18M | 7.41% | Decreased | 6.84K (1.0%, $3.27M) |
IJH - ISHARES TR(Class: CORE SP MCP ETF) | 468.69K | $29.07M | 7.14% | Decreased | 16.04K (3.0%, $784.09K) |
PYLD - PIMCO ETF TR(Class: MULTISECTOR BD) | 896.40K | $23.79M | 5.84% | Increased | 81.43K (9.0%, $2.32M) |
IJR - ISHARES TR(Class: CORE SP SCP ETF) | 162.65K | $17.78M | 4.37% | Decreased | 2.42K (1.0%, $514.82K) |
QGRW - WISDOMTREE TR(Class: US QUALITY GROW) | 300.47K | $15.79M | 3.88% | Decreased | 10.39K (3.0%, $2.14M) |
PG - PROCTER AND GAMBLE CO(Class: COM) | 67.40K | $10.74M | 2.64% | Decreased | 3.28K (4.0%, $1.31M) |
N/A - DIMENSIONAL ETF TRUST(Class: INTL SMALL CAP E) | 311.58K | $9.30M | 2.28% | Increased | 6.24K (2.0%, $1.41M) |
JEPI - J P MORGAN EXCHANGE TRADED F(Class: EQUITY PREMIUM) | 162.56K | $9.24M | 2.27% | Increased | 2.88K (1.0%, $117.11K) |
LCNB - LCNB CORP(Class: COM) | 567.73K | $8.25M | 2.03% | Increased | 8.57K (1.0%, $20.89K) |
VNLA - JANUS DETROIT STR TR(Class: HENDRSN SHRT ETF) | 164.59K | $8.10M | 1.99% | Increased | 111.12K (207.0%, $5.47M) |
AAPL - APPLE INC(Class: COM) | 37.30K | $7.65M | 1.88% | Decreased | 839 (2.0%, $818.85K) |
JPM - JPMORGAN CHASE CO.(Class: COM) | 19.31K | $5.60M | 1.37% | Increased | 104 (0.0%, $886.71K) |
CTAS - CINTAS CORP(Class: COM) | 24.81K | $5.53M | 1.36% | Increased | 7.63K (44.0%, $2M) |
AMZN - AMAZON COM INC(Class: COM) | 15.09K | $3.31M | 0.81% | Decreased | 100 (0.0%, $420.46K) |
MSFT - MICROSOFT CORP(Class: COM) | 6.51K | $3.24M | 0.80% | Increased | 51 (0.0%, $813.33K) |
TGRW - T ROWE PRICE ETF INC(Class: PRICE GRW STOCK) | 51.99K | $2.19M | 0.54% | Increased | 29.49K (131.0%, $1.38M) |
JAVA - J P MORGAN EXCHANGE TRADED F(Class: ACTIVE VALUE ETF) | 30.06K | $1.97M | 0.48% | Decreased | 4.40K (12.0%, $220.53K) |
IWP - ISHARES TR(Class: RUS MD CP GR ETF) | 12.85K | $1.78M | 0.44% | Decreased | 579 (4.0%, $204.26K) |
IJK - ISHARES TR(Class: SP MC 400GR ETF) | 18.61K | $1.69M | 0.42% | Decreased | 651 (3.0%, $89.11K) |
IJJ - ISHARES TR(Class: SP MC 400VL ETF) | 13.25K | $1.64M | 0.40% | Increased | 402 (3.0%, $99.14K) |
GOOGL - ALPHABET INC(Class: CAP STK CL A) | 8.58K | $1.51M | 0.37% | Increased | 1 (0.0%, $185.40K) |
AVIV - AMERICAN CENTY ETF TR(Class: INTERNATIONAL LR) | 23.60K | $1.47M | 0.36% | Decreased | 2.89K (10.0%, $32.72K) |