Ritter Daniher Financial Advisory LLC / DE 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RD Ritter Daniher Financial Advisory LLC / DE | Institutional Filer | ▼ 1.14% | $589.4M | 590 |
Current Portfolio Holdings
Showing all 590 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 142K | $92.6M | 15.71% |
| 2 | PYLD | PIMCO ETF TR | — | 1.7M | $45.8M | 7.77% |
| 3 | DGRO | ISHARES TR | — | 643K | $45.1M | 7.65% |
| 4 | IEFA | ISHARES TR | — | 385K | $34.9M | 5.92% |
| 5 | AVEM | AMERICAN CENTY ETF TR | — | 399K | $32.2M | 5.46% |
| 6 | VNLA | JANUS DETROIT STR TR | — | 586K | $28.6M | 4.85% |
| 7 | IJH | ISHARES TR | — | 423K | $28.6M | 4.85% |
| 8 | IJR | ISHARES TR | — | 156K | $19.4M | 3.29% |
| 9 | QGRW | WISDOMTREE TR | — | 336K | $18.0M | 3.05% |
| 10 | VOO | VANGUARD INDEX FDS | — | 20K | $11.8M | 2.00% |
| 11 | DFIS | DIMENSIONAL ETF TRUST | — | 317K | $10.7M | 1.81% |
| 12 | PG | The Procter & Gamble Company | Consumer Defensive | 73K | $10.6M | 1.79% |
| 13 | AAPL | Apple Inc. | Technology | 36K | $9.1M | 1.55% |
| 14 | LCNB | LCNB Corp. | Financial Services | 545K | $8.5M | 1.44% |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 108K | $7.4M | 1.25% |
Showing 1 to 15 of 590 holdings