Ritter Daniher Financial Advisory LLC / DE

Ritter Daniher Financial Advisory LLC / DE as of June 30, 2022

Portfolio Holdings for Ritter Daniher Financial Advisory LLC / DE

Ritter Daniher Financial Advisory LLC / DE holds 243 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 19.0 $27M 70k 379.16
Ishares Tr Core Div Grwth (DGRO) 11.7 $16M 344k 47.64
Procter & Gamble Company (PG) 7.9 $11M 77k 143.79
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 7.5 $11M 208k 50.65
Ishares Tr Core S&p Mcp Etf (IJH) 6.7 $9.4M 42k 226.23
LCNB (LCNB) 6.0 $8.4M 561k 14.95
Ishares Tr Core Msci Eafe (IEFA) 5.9 $8.2M 140k 58.85
Ishares Tr Core S&p Scp Etf (IJR) 3.9 $5.5M 60k 92.41
Apple (AAPL) 3.2 $4.5M 33k 136.72
Cintas Corporation (CTAS) 1.4 $2.0M 5.4k 373.59
Ishares Tr Msci Eafe Etf (EFA) 1.4 $2.0M 31k 62.49
JPMorgan Chase & Co. (JPM) 1.3 $1.9M 17k 112.62
American Centy Etf Tr International Lr (AVIV) 1.2 $1.7M 40k 42.52
Amazon (AMZN) 1.1 $1.5M 14k 106.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.0 $1.4M 17k 79.23
Microsoft Corporation (MSFT) 0.8 $1.2M 4.5k 256.77
Nextera Energy (NEE) 0.8 $1.1M 14k 77.48
Pfizer (PFE) 0.7 $1.0M 19k 52.44
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $907k 14k 64.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $873k 20k 44.64
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.5 $762k 5.0k 153.07
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.5 $672k 17k 40.81
Costco Wholesale Corporation (COST) 0.5 $670k 1.4k 479.60
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $629k 12k 51.99
Alphabet Cap Stk Cl A (GOOGL) 0.4 $612k 281.00 2177.94
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.4 $574k 3.4k 169.97
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $572k 5.4k 105.40
Ishares Tr Russell 2000 Etf (IWM) 0.4 $571k 3.4k 169.29
Exxon Mobil Corporation (XOM) 0.4 $565k 6.6k 85.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $561k 1.5k 377.02
Alphabet Cap Stk Cl C (GOOG) 0.4 $547k 250.00 2188.00
Tesla Motors (TSLA) 0.4 $532k 790.00 673.42
Chevron Corporation (CVX) 0.4 $498k 3.4k 144.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $494k 1.4k 347.15
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $481k 7.5k 63.78
Bristol Myers Squibb (BMY) 0.3 $470k 6.1k 76.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $467k 15k 31.46
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $453k 5.1k 89.03
T Rowe Price Etf Price Grw Stock (TGRW) 0.3 $453k 21k 21.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $447k 7.4k 60.41
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $438k 4.6k 94.50
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $419k 3.0k 137.56
Kroger (KR) 0.3 $413k 8.7k 47.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $373k 2.0k 188.57
Lincoln Electric Holdings (LECO) 0.3 $370k 3.0k 123.33
Spdr Gold Tr Gold Shs (GLD) 0.3 $355k 2.1k 168.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $312k 3.7k 83.74
Coca-Cola Company (KO) 0.2 $310k 4.9k 62.98
Fifth Third Ban (FITB) 0.2 $308k 9.2k 33.60
Pepsi (PEP) 0.2 $300k 1.8k 166.76
Global X Fds Lithium Btry Etf (LIT) 0.2 $299k 4.1k 72.52
Norfolk Southern (NSC) 0.2 $295k 1.3k 226.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $277k 1.9k 145.18
Duke Energy Corp Com New (DUK) 0.2 $275k 2.6k 107.21
Us Bancorp Del Com New (USB) 0.2 $266k 5.8k 46.10
Raytheon Technologies Corp (RTX) 0.2 $260k 2.7k 95.98
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.2 $239k 14k 17.53
Intel Corporation (INTC) 0.2 $228k 6.1k 37.34
Walt Disney Company (DIS) 0.2 $227k 2.4k 94.50
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $216k 3.0k 72.00
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $210k 2.1k 101.79
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $202k 1.4k 143.36
UnitedHealth (UNH) 0.1 $194k 377.00 514.59
Ishares Tr Select Divid Etf (DVY) 0.1 $190k 1.6k 117.72
Wp Carey (WPC) 0.1 $189k 2.3k 82.97
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $160k 2.0k 80.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $151k 3.9k 38.90
Johnson & Johnson (JNJ) 0.1 $147k 828.00 177.54
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $145k 3.6k 40.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $144k 2.3k 62.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $143k 2.3k 62.04
International Business Machines (IBM) 0.1 $138k 980.00 140.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $136k 1.8k 76.84
Lululemon Athletica (LULU) 0.1 $134k 490.00 273.47
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $130k 1.3k 101.96
CSX Corporation (CSX) 0.1 $126k 4.4k 28.97
McDonald's Corporation (MCD) 0.1 $125k 505.00 247.52
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $121k 1.2k 100.41
Global X Fds Thmatc Gwt Etf (GXTG) 0.1 $116k 4.0k 28.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $113k 517.00 218.57
Abbvie (ABBV) 0.1 $109k 713.00 152.88
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $108k 3.4k 31.53
Eli Lilly & Co. (LLY) 0.1 $103k 317.00 324.92
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $103k 3.6k 28.85
PNC Financial Services (PNC) 0.1 $101k 641.00 157.57
Royal Caribbean Cruises (RCL) 0.1 $100k 2.9k 34.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $99k 353.00 280.45
Anthem (ELV) 0.1 $97k 202.00 480.20
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $90k 1.1k 81.45
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $81k 1.8k 46.29
Blackstone Group Inc Com Cl A (BX) 0.1 $78k 858.00 90.91
Home Depot (HD) 0.1 $78k 285.00 273.68
NVIDIA Corporation (NVDA) 0.1 $77k 508.00 151.57
Ishares Tr S&p 100 Etf (OEF) 0.1 $77k 446.00 172.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $76k 1.9k 40.17
Bank of America Corporation (BAC) 0.1 $72k 2.3k 31.05
L3harris Technologies (LHX) 0.1 $72k 299.00 240.80
Accenture Plc Ireland Shs Class A (ACN) 0.0 $69k 248.00 278.23
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $68k 1.4k 47.69
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $67k 1.3k 49.74
Canadian Natl Ry (CNI) 0.0 $67k 600.00 111.67
Global X Fds Cleantech Etf (CTEC) 0.0 $60k 4.4k 13.72
ConocoPhillips (COP) 0.0 $58k 650.00 89.23
Sempra Energy (SRE) 0.0 $58k 386.00 150.26
Automatic Data Processing (ADP) 0.0 $58k 276.00 210.14
Wal-Mart Stores (WMT) 0.0 $57k 470.00 121.28
Yum! Brands (YUM) 0.0 $57k 500.00 114.00
Enbridge (ENB) 0.0 $53k 1.2k 42.43
Ishares Tr Rus 1000 Etf (IWB) 0.0 $52k 249.00 208.84
Cincinnati Financial Corporation (CINF) 0.0 $51k 430.00 118.60
Worthington Industries (WOR) 0.0 $51k 1.2k 44.31
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $48k 468.00 102.56
Leidos Holdings (LDOS) 0.0 $48k 476.00 100.84
Starbucks Corporation (SBUX) 0.0 $47k 620.00 75.81
Merck & Co (MRK) 0.0 $47k 517.00 90.91
Phillips Edison & Co Common Stock (PECO) 0.0 $44k 1.3k 33.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $43k 1.0k 41.47
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $43k 2.0k 21.50
Humana (HUM) 0.0 $42k 90.00 466.67
Nucor Corporation (NUE) 0.0 $42k 400.00 105.00
Smucker J M Com New (SJM) 0.0 $42k 331.00 126.89
Dupont De Nemours (DD) 0.0 $41k 740.00 55.41
Corteva (CTVA) 0.0 $40k 740.00 54.05
Ishares Core Msci Emkt (IEMG) 0.0 $40k 824.00 48.54
Dow (DOW) 0.0 $38k 740.00 51.35
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $35k 200.00 175.00
Visa Com Cl A (V) 0.0 $35k 179.00 195.53
Alcoa (AA) 0.0 $33k 733.00 45.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $32k 552.00 57.97
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $32k 451.00 70.95
Philip Morris International (PM) 0.0 $30k 300.00 100.00
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $28k 446.00 62.78
Ishares Tr Tips Bd Etf (TIP) 0.0 $28k 242.00 115.70
Linde SHS 0.0 $26k 90.00 288.89
Zimmer Holdings (ZBH) 0.0 $24k 224.00 107.14
Gladstone Ld (LAND) 0.0 $24k 1.1k 22.56
American Financial (AFG) 0.0 $24k 170.00 141.18
3M Company (MMM) 0.0 $23k 175.00 131.43
Essential Utils (WTRG) 0.0 $23k 500.00 46.00
At&t (T) 0.0 $22k 1.0k 21.01
Illinois Tool Works (ITW) 0.0 $21k 115.00 182.61
Altria (MO) 0.0 $21k 500.00 42.00
Emerson Electric (EMR) 0.0 $20k 250.00 80.00
Genuine Parts Company (GPC) 0.0 $19k 141.00 134.75
Union Pacific Corporation (UNP) 0.0 $19k 90.00 211.11
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $17k 201.00 84.58
Intuitive Surgical Com New (ISRG) 0.0 $16k 78.00 205.13
Medtronic SHS (MDT) 0.0 $15k 170.00 88.24
Broadcom (AVGO) 0.0 $15k 31.00 483.87
Global X Fds Renewable Energy (RNRG) 0.0 $15k 1.1k 14.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $14k 109.00 128.44
Aon Shs Cl A (AON) 0.0 $14k 52.00 269.23
Delta Air Lines Inc Del Com New (DAL) 0.0 $13k 460.00 28.26
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $13k 184.00 70.65
Nike CL B (NKE) 0.0 $13k 125.00 104.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $13k 180.00 72.22
Ishares Tr Core Msci Euro (IEUR) 0.0 $13k 297.00 43.77
Global X Fds Solar Etf (RAYS) 0.0 $12k 536.00 22.39
General Electric Com New (GE) 0.0 $12k 184.00 65.22
General Dynamics Corporation (GD) 0.0 $11k 50.00 220.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $11k 100.00 110.00
Chemours (CC) 0.0 $11k 346.00 31.79
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $11k 78.00 141.03
Ishares Tr Us Consum Discre (IYC) 0.0 $11k 190.00 57.89
Verizon Communications (VZ) 0.0 $11k 217.00 50.69
Waste Management (WM) 0.0 $10k 66.00 151.52
Marsh & McLennan Companies (MMC) 0.0 $10k 65.00 153.85
International Paper Company (IP) 0.0 $10k 250.00 40.00
Cibc Cad (CM) 0.0 $10k 200.00 50.00
Ishares Tr Us Aer Def Etf (ITA) 0.0 $10k 100.00 100.00
Principal Financial (PFG) 0.0 $10k 147.00 68.03
BP Sponsored Adr (BP) 0.0 $10k 353.00 28.33
Schnitzer Steel Inds Cl A (RDUS) 0.0 $10k 300.00 33.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $9.0k 374.00 24.06
United Parcel Service CL B (UPS) 0.0 $9.0k 50.00 180.00
V.F. Corporation (VFC) 0.0 $9.0k 200.00 45.00
CVS Caremark Corporation (CVS) 0.0 $9.0k 100.00 90.00
Netflix (NFLX) 0.0 $9.0k 50.00 180.00
Activision Blizzard 0.0 $8.0k 100.00 80.00
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $8.0k 348.00 22.99
Invesco Bldrs Index Fds Tr Emgring Mkts50 0.0 $8.0k 210.00 38.10
Rivian Automotive Com Cl A (RIVN) 0.0 $8.0k 297.00 26.94
The Trade Desk Com Cl A (TTD) 0.0 $7.0k 170.00 41.18
Cisco Systems (CSCO) 0.0 $7.0k 166.00 42.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $7.0k 72.00 97.22
Viatris (VTRS) 0.0 $6.0k 564.00 10.64
Kohl's Corporation (KSS) 0.0 $6.0k 160.00 37.50
Ishares Msci Aust Etf (EWA) 0.0 $6.0k 300.00 20.00
Ishares Tr Exponential Tech (XT) 0.0 $6.0k 125.00 48.00
Babcock & Wilcox Enterpr (BW) 0.0 $6.0k 1.0k 6.00
Entergy Corporation (ETR) 0.0 $6.0k 55.00 109.09
Amgen (AMGN) 0.0 $6.0k 26.00 230.77
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $6.0k 209.00 28.71
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $5.0k 33.00 151.52
Ishares Tr Expanded Tech (IGV) 0.0 $5.0k 18.00 277.78
Mastercard Incorporated Cl A (MA) 0.0 $5.0k 15.00 333.33
Lowe's Companies (LOW) 0.0 $5.0k 28.00 178.57
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $5.0k 39.00 128.21
Texas Instruments Incorporated (TXN) 0.0 $5.0k 35.00 142.86
Deere & Company (DE) 0.0 $4.0k 15.00 266.67
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $4.0k 50.00 80.00
Ishares Tr Ishares Biotech (IBB) 0.0 $4.0k 35.00 114.29
Ishares Tr Eafe Value Etf (EFV) 0.0 $3.0k 72.00 41.67
Epr Pptys Com Sh Ben Int (EPR) 0.0 $3.0k 54.00 55.56
Abbott Laboratories (ABT) 0.0 $3.0k 30.00 100.00
Carnival Corp Common Stock (CCL) 0.0 $3.0k 300.00 10.00
Applied Materials (AMAT) 0.0 $3.0k 30.00 100.00
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $3.0k 125.00 24.00
Lucid Group (LCID) 0.0 $3.0k 150.00 20.00
Vodafone Group Sponsored Adr (VOD) 0.0 $3.0k 163.00 18.40
Warner Bros Discovery Com Ser A (WBD) 0.0 $3.0k 253.00 11.86
Marvell Technology (MRVL) 0.0 $3.0k 58.00 51.72
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $3.0k 63.00 47.62
Global X Fds Fintech Etf (FINX) 0.0 $3.0k 130.00 23.08
Ford Motor Company (F) 0.0 $3.0k 290.00 10.34
Kyndryl Hldgs Common Stock (KD) 0.0 $2.0k 196.00 10.20
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $2.0k 36.00 55.56
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $2.0k 51.00 39.22
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $2.0k 51.00 39.22
Concentrix Corp (CNXC) 0.0 $2.0k 12.00 166.67
Callaway Golf Company (MODG) 0.0 $2.0k 100.00 20.00
Boston Beer Cl A (SAM) 0.0 $2.0k 8.00 250.00
Global X Fds Telmdc&dig Etf (EDOC) 0.0 $2.0k 200.00 10.00
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $2.0k 6.00 333.33
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $2.0k 85.00 23.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $2.0k 44.00 45.45
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $2.0k 74.00 27.03
Global X Fds Clean Wtr Etf (AQWA) 0.0 $2.0k 177.00 11.30
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $1.0k 44.00 22.73
Iron Mountain (IRM) 0.0 $1.0k 15.00 66.67
United Sts Oil Units (USO) 0.0 $1.0k 11.00 90.91
Qualcomm (QCOM) 0.0 $1.0k 10.00 100.00
Pioneer Natural Resources (PXD) 0.0 $1.0k 4.00 250.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $1.0k 50.00 20.00
Etf Managers Tr Etfmg Altr Hrvst 0.0 $1.0k 128.00 7.81
Wabtec Corporation (WAB) 0.0 $999.999700 7.00 142.86
SYNNEX Corporation (SNX) 0.0 $999.999600 12.00 83.33
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $999.999000 27.00 37.04
ACADIA Pharmaceuticals (ACAD) 0.0 $999.999000 63.00 15.87
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $999.999000 22.00 45.45
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $999.999000 26.00 38.46
Ark Etf Tr Innovation Etf (ARKK) 0.0 $999.999000 26.00 38.46
Ishares Tr Intl Div Grwth (IGRO) 0.0 $999.999000 22.00 45.45