Ritter Daniher Financial Advisory LLC / DE
592 holdingsFiling period: 2026-03-31Current AUM: $656.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 141.8K | $92.6M | $106.4M | 16.20% | -232 | 2026-03-31 |
| 2 | PYLD | PIMCO ETF TR | 1.75M | $45.8M | $45.7M | 6.96% | +90.8K | 2026-03-31 |
| 3 | DGRO | ISHARES TR | 642.7K | $45.1M | $50.1M | 7.64% | +12.7K | 2026-03-31 |
| 4 | IEFA | ISHARES TR | 385.2K | $34.9M | $37.8M | 5.76% | +4.4K | 2026-03-31 |
| 5 | AVEM | AMERICAN CENTY ETF TR | 399.3K | $32.2M | $35.7M | 5.44% | -9,215 | 2026-03-31 |
| 6 | VNLA | JANUS DETROIT STR TR | 585.6K | $28.6M | $28.6M | 4.35% | +107.9K | 2026-03-31 |
| 7 | IJH | ISHARES TR | 423.5K | $28.6M | $31.9M | 4.85% | -2,137 | 2026-03-31 |
| 8 | IJR | ISHARES TR | 156.1K | $19.4M | $22.7M | 3.46% | -1,569 | 2026-03-31 |
| 9 | QGRW | WISDOMTREE TR | 336.1K | $18.0M | $21.9M | 3.33% | +26.4K | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 19.7K | $11.8M | $13.5M | 2.06% | -85 | 2026-03-31 |
| 11 | DFIS | DIMENSIONAL ETF TRUST | 316.8K | $10.7M | $11.4M | 1.73% | +8.5K | 2026-03-31 |
| 12 | PG | PROCTER & GAMBLE CO | 73.1K | $10.6M | $10.6M | 1.61% | -3,747 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 36.0K | $9.1M | $11.1M | 1.69% | -146 | 2026-03-31 |
| 14 | LCNB | LCNB CORP | 544.9K | $8.5M | $10.8M | 1.64% | -300 | 2026-03-31 |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | 108.3K | $7.4M | $8.8M | 1.34% | +3.3K | 2026-03-31 |
| 16 | QQQ | INVESCO QQQ TR | 12.3K | $7.1M | $8.4M | 1.29% | +111 | 2026-03-31 |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | 27.1K | $6.4M | $7.7M | 1.17% | +483 | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 20.4K | $6.0M | $7.2M | 1.09% | -34 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 18.7K | $5.4M | $6.7M | 1.01% | -241 | 2026-03-31 |
| 20 | DJUL | FIRST TR EXCHNG TRADED FD VI | 109.5K | $5.1M | $5.5M | 0.84% | -10,636 | 2026-03-31 |
| 21 | VYM | VANGUARD WHITEHALL FDS | 32.8K | $4.9M | $5.3M | 0.81% | -262 | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 22.1K | $4.6M | $6.0M | 0.91% | -99 | 2026-03-31 |
| 23 | VTV | VANGUARD INDEX FDS | 23.2K | $4.6M | $5.1M | 0.78% | -45 | 2026-03-31 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | 20.8K | $4.5M | $5.0M | 0.76% | -273 | 2026-03-31 |
| 25 | DDEC | FIRST TR EXCHNG TRADED FD VI | 93.3K | $4.1M | $4.5M | 0.68% | -588 | 2026-03-31 |
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