Ritter Daniher Financial Advisory
Latest statistics and disclosures from Ritter Daniher Financial Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, DGRO, PG, IJH, LCNB, and represent 56.48% of Ritter Daniher Financial Advisory's stock portfolio.
- Added to shares of these 10 stocks: IEFA, SCHX, PG, IJH, IJR, TGRW, OEF, IJS, NVDA, IJJ.
- Started 26 new stock positions in ZIMV, PAVE, AON, AMAT, DELL, SCZ, ESGE, FPE, MO, PECO.
- Reduced shares in these 10 stocks: EFA, IUSB, , IVW, BLV, ITOT, CTAS, IVV, CTEC, YUM.
- Sold out of its positions in POWW, BIRD, Aurora Cannabis, BB, BLK, HAUZ, FDX, HTZWW, HTZ, PBW.
- Ritter Daniher Financial Advisory was a net buyer of stock by $3.3M.
- Ritter Daniher Financial Advisory has $145M in assets under management (AUM), dropping by -3.28%.
- Central Index Key (CIK): 0001844428
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Portfolio Holdings for Ritter Daniher Financial Advisory
Ritter Daniher Financial Advisory holds 242 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 21.7 | $32M | 69k | 453.68 |
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| Ishares Tr Core Div Grwth (DGRO) | 12.4 | $18M | 337k | 53.41 |
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| Procter & Gamble Company (PG) | 8.1 | $12M | +3% | 77k | 152.80 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.5 | $11M | +3% | 41k | 268.33 |
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| LCNB (LCNB) | 6.8 | $9.9M | 562k | 17.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.5 | $9.4M | +9% | 135k | 69.51 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $6.2M | +5% | 58k | 107.88 |
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| Apple (AAPL) | 4.1 | $6.0M | 34k | 174.62 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $2.3M | -11% | 31k | 73.61 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $2.2M | 17k | 136.29 |
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| Amazon (AMZN) | 1.4 | $2.0M | +6% | 627.00 | 3259.97 |
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| Cintas Corporation (CTAS) | 1.4 | $2.0M | -4% | 4.8k | 425.32 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.1 | $1.7M | +3% | 17k | 100.49 |
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| Microsoft Corporation (MSFT) | 0.9 | $1.3M | +3% | 4.3k | 308.32 |
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| Nextera Energy (NEE) | 0.8 | $1.2M | 14k | 84.69 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $1.1M | -2% | 14k | 78.02 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $1.1M | +92% | 20k | 53.83 |
|
| J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.7 | $1.0M | +11% | 20k | 50.64 |
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| Pfizer (PFE) | 0.7 | $1.0M | 19k | 51.77 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.6 | $905k | 5.0k | 181.80 |
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| Tesla Motors (TSLA) | 0.6 | $851k | +17% | 790.00 | 1077.22 |
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| Costco Wholesale Corporation (COST) | 0.6 | $804k | 1.4k | 575.52 |
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| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $712k | +6% | 15k | 48.06 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $698k | +8% | 250.00 | 2792.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $693k | 249.00 | 2783.13 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $686k | 3.3k | 205.20 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.5 | $669k | 3.4k | 198.10 |
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| Chevron Corporation (CVX) | 0.4 | $584k | -5% | 3.6k | 162.95 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $544k | 15k | 36.69 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $537k | +4% | 1.2k | 452.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $524k | -4% | 1.3k | 414.89 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $516k | +40% | 5.0k | 102.44 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $489k | -7% | 5.9k | 82.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $469k | -5% | 2.1k | 227.89 |
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| Bristol Myers Squibb (BMY) | 0.3 | $446k | 6.1k | 73.05 |
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| Lincoln Electric Holdings (LECO) | 0.3 | $413k | 3.0k | 137.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $404k | 1.1k | 353.15 |
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| Fifth Third Ban (FITB) | 0.3 | $395k | 9.2k | 43.08 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $389k | 2.2k | 180.43 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $375k | -25% | 3.7k | 100.92 |
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| Norfolk Southern (NSC) | 0.3 | $371k | 1.3k | 285.38 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $333k | 3.4k | 99.02 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.2 | $317k | 4.1k | 76.89 |
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| Intel Corporation (INTC) | 0.2 | $316k | +11% | 6.4k | 49.54 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $311k | +36% | 2.8k | 111.83 |
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| Us Bancorp Del Com New (USB) | 0.2 | $307k | 5.8k | 53.21 |
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| Coca-Cola Company (KO) | 0.2 | $305k | 4.9k | 61.97 |
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| Pepsi (PEP) | 0.2 | $301k | 1.8k | 167.32 |
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| Walt Disney Company (DIS) | 0.2 | $294k | +38% | 2.1k | 137.32 |
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| T Rowe Price Etf Price Grw Stock (TGRW) | 0.2 | $286k | +787% | 9.8k | 29.13 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $272k | 1.6k | 166.06 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $260k | 3.0k | 86.67 |
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| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.2 | $257k | 14k | 18.85 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $247k | +13% | 2.1k | 119.73 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $233k | -8% | 1.5k | 155.85 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $220k | +170% | 2.0k | 109.51 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $197k | +44% | 1.8k | 107.18 |
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| UnitedHealth (UNH) | 0.1 | $192k | 377.00 | 509.28 |
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| Wp Carey (WPC) | 0.1 | $184k | 2.3k | 80.77 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $184k | +87% | 3.9k | 47.40 |
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| Lululemon Athletica (LULU) | 0.1 | $179k | 490.00 | 365.31 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $174k | -14% | 2.3k | 75.88 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $172k | 1.4k | 124.46 |
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| CSX Corporation (CSX) | 0.1 | $163k | 4.4k | 37.47 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $155k | 2.3k | 67.25 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $154k | NEW | 739.00 | 208.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $148k | +2% | 911.00 | 162.46 |
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| Johnson & Johnson (JNJ) | 0.1 | $147k | 828.00 | 177.54 |
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| NVIDIA Corporation (NVDA) | 0.1 | $143k | +3175% | 524.00 | 272.90 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $143k | 1.7k | 83.63 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $141k | 3.1k | 45.22 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $138k | 1.8k | 77.97 |
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| Bank of America Corporation (BAC) | 0.1 | $137k | 3.3k | 41.28 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $137k | 1.1k | 127.92 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $134k | +4% | 1.1k | 125.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $134k | -52% | 1.8k | 76.48 |
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| Kroger (KR) | 0.1 | $133k | 2.3k | 57.18 |
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| Global X Fds Thmatc Gwt Etf (GXTG) | 0.1 | $131k | +17% | 3.5k | 37.40 |
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| International Business Machines (IBM) | 0.1 | $127k | 980.00 | 129.59 |
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| PNC Financial Services (PNC) | 0.1 | $118k | 641.00 | 184.09 |
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| Abbvie (ABBV) | 0.1 | $115k | 708.00 | 162.43 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $115k | 1.1k | 104.07 |
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| Anthem (ELV) | 0.1 | $99k | 202.00 | 490.10 |
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| Enbridge (ENB) | 0.1 | $97k | +3% | 2.1k | 46.32 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $93k | 1.8k | 53.14 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $91k | 251.00 | 362.55 |
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| Eli Lilly & Co. (LLY) | 0.1 | $91k | 317.00 | 287.07 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $88k | 1.9k | 46.51 |
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| Home Depot (HD) | 0.1 | $85k | 285.00 | 298.25 |
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| Philip Morris International (PM) | 0.1 | $85k | NEW | 907.00 | 93.72 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $84k | 248.00 | 338.71 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $82k | 850.00 | 96.47 |
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| Canadian Natl Ry (CNI) | 0.1 | $80k | 600.00 | 133.33 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $77k | 277.00 | 277.98 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $76k | NEW | 600.00 | 126.67 |
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| L3harris Technologies (LHX) | 0.1 | $74k | 299.00 | 247.49 |
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| Global X Fds Cleantech Etf (CTEC) | 0.1 | $73k | -49% | 4.4k | 16.70 |
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| Wal-Mart Stores (WMT) | 0.0 | $70k | 470.00 | 148.94 |
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| McDonald's Corporation (MCD) | 0.0 | $70k | +82% | 283.00 | 247.35 |
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| Alcoa (AA) | 0.0 | $66k | 733.00 | 90.04 |
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| Sempra Energy (SRE) | 0.0 | $65k | 386.00 | 168.39 |
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| ConocoPhillips (COP) | 0.0 | $65k | 650.00 | 100.00 |
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| Automatic Data Processing (ADP) | 0.0 | $63k | 276.00 | 228.26 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $63k | 251.00 | 251.00 |
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| Worthington Industries (WOR) | 0.0 | $59k | 1.2k | 51.26 |
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| Nucor Corporation (NUE) | 0.0 | $59k | 400.00 | 147.50 |
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| Yum! Brands (YUM) | 0.0 | $59k | -50% | 500.00 | 118.00 |
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| Altria (MO) | 0.0 | $58k | NEW | 1.1k | 52.35 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $58k | 430.00 | 134.88 |
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| Starbucks Corporation (SBUX) | 0.0 | $56k | 620.00 | 90.32 |
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| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $55k | 2.0k | 27.50 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $55k | NEW | 744.00 | 73.92 |
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| Dupont De Nemours (DD) | 0.0 | $54k | 740.00 | 72.97 |
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| Leidos Holdings (LDOS) | 0.0 | $51k | 476.00 | 107.14 |
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| Dow (DOW) | 0.0 | $47k | 740.00 | 63.51 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $46k | NEW | 1.3k | 34.56 |
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| Smucker J M Com New (SJM) | 0.0 | $45k | 331.00 | 135.95 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $45k | 200.00 | 225.00 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $45k | +98% | 602.00 | 74.75 |
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| Corteva (CTVA) | 0.0 | $43k | 740.00 | 58.11 |
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| Merck & Co (MRK) | 0.0 | $42k | 517.00 | 81.24 |
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| Visa Com Cl A (V) | 0.0 | $40k | 179.00 | 223.46 |
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| Humana (HUM) | 0.0 | $39k | 90.00 | 433.33 |
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| Gladstone Ld (LAND) | 0.0 | $39k | 1.1k | 36.65 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $38k | NEW | 2.0k | 19.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $36k | 451.00 | 79.82 |
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| Omega Healthcare Investors (OHI) | 0.0 | $35k | NEW | 1.1k | 31.08 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $32k | -7% | 446.00 | 71.75 |
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| Zimmer Holdings (ZBH) | 0.0 | $29k | 224.00 | 129.46 |
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| Linde SHS | 0.0 | $29k | 90.00 | 322.22 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $28k | NEW | 1.0k | 28.00 |
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| Essential Utils (WTRG) | 0.0 | $26k | 500.00 | 52.00 |
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| 3M Company (MMM) | 0.0 | $26k | -2% | 175.00 | 148.57 |
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| Union Pacific Corporation (UNP) | 0.0 | $25k | 90.00 | 277.78 |
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| Emerson Electric (EMR) | 0.0 | $25k | 250.00 | 100.00 |
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| At&t (T) | 0.0 | $25k | -34% | 1.0k | 23.88 |
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| Illinois Tool Works (ITW) | 0.0 | $24k | 115.00 | 208.70 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $24k | 78.00 | 307.69 |
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| General Electric Com New (GE) | 0.0 | $23k | +28% | 254.00 | 90.55 |
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| American Financial (AFG) | 0.0 | $23k | 160.00 | 143.75 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $21k | NEW | 563.00 | 37.30 |
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| Broadcom (AVGO) | 0.0 | $20k | NEW | 31.00 | 645.16 |
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| Netflix (NFLX) | 0.0 | $19k | 50.00 | 380.00 |
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| Medtronic SHS (MDT) | 0.0 | $19k | 170.00 | 111.76 |
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| Genuine Parts Company (GPC) | 0.0 | $18k | 141.00 | 127.66 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $18k | 460.00 | 39.13 |
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| Aon Shs Cl A (AON) | 0.0 | $17k | NEW | 52.00 | 326.92 |
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| Nike CL B (NKE) | 0.0 | $17k | 125.00 | 136.00 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $17k | 201.00 | 84.58 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $16k | NEW | 100.00 | 160.00 |
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| Schnitzer Steel Inds Cl A (RDUS) | 0.0 | $16k | 300.00 | 53.33 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $15k | +395% | 297.00 | 50.51 |
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| Global X Fds Renewable Energy (RNRG) | 0.0 | $15k | +23% | 928.00 | 16.16 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $15k | 109.00 | 137.61 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $14k | +135% | 184.00 | 76.09 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $13k | 78.00 | 166.67 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $13k | NEW | 203.00 | 64.04 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $13k | 180.00 | 72.22 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $13k | +500% | 120.00 | 108.33 |
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| International Paper Company (IP) | 0.0 | $12k | 250.00 | 48.00 |
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| General Dynamics Corporation (GD) | 0.0 | $12k | 50.00 | 240.00 |
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| Cibc Cad (CM) | 0.0 | $12k | 100.00 | 120.00 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $12k | 170.00 | 70.59 |
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| Verizon Communications (VZ) | 0.0 | $11k | 214.00 | 51.40 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $11k | 65.00 | 169.23 |
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| United Parcel Service CL B (UPS) | 0.0 | $11k | 50.00 | 220.00 |
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| V.F. Corporation (VFC) | 0.0 | $11k | 200.00 | 55.00 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $11k | 100.00 | 110.00 |
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| Chemours (CC) | 0.0 | $11k | 346.00 | 31.79 |
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| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.0 | $11k | NEW | 218.00 | 50.46 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $10k | -9% | 374.00 | 26.74 |
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| Waste Management (WM) | 0.0 | $10k | 66.00 | 151.52 |
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| Kohl's Corporation (KSS) | 0.0 | $10k | 160.00 | 62.50 |
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| CVS Caremark Corporation (CVS) | 0.0 | $10k | 100.00 | 100.00 |
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| BP Sponsored Adr (BP) | 0.0 | $10k | 353.00 | 28.33 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $10k | 348.00 | 28.74 |
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| Global X Fds Solar Etf (RAYS) | 0.0 | $10k | 474.00 | 21.10 |
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| Cisco Systems (CSCO) | 0.0 | $9.0k | 166.00 | 54.22 |
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| Invesco Actively Managed Etf Emgring Mkts50 | 0.0 | $9.0k | 210.00 | 42.86 |
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| Ishares Msci Aust Etf (EWA) | 0.0 | $8.0k | 300.00 | 26.67 |
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| Activision Blizzard | 0.0 | $8.0k | 100.00 | 80.00 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $8.0k | NEW | 200.00 | 40.00 |
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| First Tr Value Line Divid In SHS (FVD) | 0.0 | $8.0k | NEW | 200.00 | 40.00 |
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| Invesco Exchange Traded Fd T Dwa Healthcare (PTH) | 0.0 | $7.0k | NEW | 53.00 | 132.08 |
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| Oracle Corporation (ORCL) | 0.0 | $7.0k | 89.00 | 78.65 |
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| Ishares Tr Exponential Tech (XT) | 0.0 | $7.0k | 125.00 | 56.00 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $7.0k | NEW | 191.00 | 36.65 |
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| Viatris (VTRS) | 0.0 | $6.0k | -38% | 564.00 | 10.64 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $6.0k | 35.00 | 171.43 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $6.0k | 33.00 | 181.82 |
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| Amgen (AMGN) | 0.0 | $6.0k | 25.00 | 240.00 |
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| Deere & Company (DE) | 0.0 | $6.0k | 15.00 | 400.00 |
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| Lowe's Companies (LOW) | 0.0 | $6.0k | 28.00 | 214.29 |
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| Entergy Corporation (ETR) | 0.0 | $6.0k | 55.00 | 109.09 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $5.0k | -62% | 15.00 | 333.33 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $5.0k | -56% | 39.00 | 128.21 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $5.0k | 35.00 | 142.86 |
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| Ford Motor Company (F) | 0.0 | $5.0k | 288.00 | 17.36 |
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| Lucid Group (LCID) | 0.0 | $4.0k | +100% | 150.00 | 26.67 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $4.0k | -44% | 63.00 | 63.49 |
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| Carnival Corp Common Stock (CCL) | 0.0 | $4.0k | 200.00 | 20.00 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $4.0k | 50.00 | 80.00 |
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| Nikola Corp | 0.0 | $4.0k | 400.00 | 10.00 |
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| Abbott Laboratories (ABT) | 0.0 | $4.0k | 30.00 | 133.33 |
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| Applied Materials (AMAT) | 0.0 | $4.0k | NEW | 30.00 | 133.33 |
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| Marvell Technology (MRVL) | 0.0 | $4.0k | 58.00 | 68.97 |
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| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $3.0k | 54.00 | 55.56 |
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| Boston Beer Cl A (SAM) | 0.0 | $3.0k | 8.00 | 375.00 |
|
|
| Hubspot (HUBS) | 0.0 | $3.0k | 6.00 | 500.00 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $3.0k | 5.00 | 600.00 |
|
|
| Block Cl A (SQ) | 0.0 | $3.0k | 25.00 | 120.00 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $3.0k | NEW | 100.00 | 30.00 |
|
| Global X Fds Telmdc&dig Etf (EDOC) | 0.0 | $3.0k | 200.00 | 15.00 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $3.0k | 15.00 | 200.00 |
|
|
| Vmware Cl A Com | 0.0 | $3.0k | NEW | 27.00 | 111.11 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $3.0k | 163.00 | 18.40 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $3.0k | -43% | 51.00 | 58.82 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $3.0k | NEW | 70.00 | 42.86 |
|
| Dell Technologies CL C (DELL) | 0.0 | $3.0k | NEW | 63.00 | 47.62 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $3.0k | 68.00 | 44.12 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $3.0k | 196.00 | 15.31 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $2.0k | 36.00 | 55.56 |
|
|
| Concentrix Corp (CNXC) | 0.0 | $2.0k | 12.00 | 166.67 |
|
|
| Callaway Golf Company (MODG) | 0.0 | $2.0k | 100.00 | 20.00 |
|
|
| Qualcomm (QCOM) | 0.0 | $2.0k | 10.00 | 200.00 |
|
|
| Amc Entmt Hldgs Cl A Com | 0.0 | $2.0k | -50% | 100.00 | 20.00 |
|
| Draftkings Com Cl A | 0.0 | $2.0k | 100.00 | 20.00 |
|
|
| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $2.0k | -44% | 85.00 | 23.53 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $2.0k | +100% | 44.00 | 45.45 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $2.0k | -44% | 74.00 | 27.03 |
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $2.0k | -44% | 44.00 | 45.45 |
|
| Iron Mountain (IRM) | 0.0 | $1.0k | 15.00 | 66.67 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $1.0k | 50.00 | 20.00 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $1.0k | 8.00 | 125.00 |
|
|
| Etf Managers Tr Etfmg Altr Hrvst | 0.0 | $1.0k | 128.00 | 7.81 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $1.0k | -75% | 5.00 | 200.00 |
|
| Wabtec Corporation (WAB) | 0.0 | $999.999600 | +71% | 12.00 | 83.33 |
|
| SYNNEX Corporation (SNX) | 0.0 | $999.999600 | 12.00 | 83.33 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $999.999000 | -46% | 22.00 | 45.45 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $999.999000 | -38% | 22.00 | 45.45 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $999.999000 | NEW | 22.00 | 45.45 |
|
| Zimvie (ZIMV) | 0.0 | $999.999000 | NEW | 22.00 | 45.45 |
|
Past Filings by Ritter Daniher Financial Advisory
SEC 13F filings are viewable for Ritter Daniher Financial Advisory going back to 2020
- Ritter Daniher Financial Advisory 2022 Q1 filed May 12, 2022
- Ritter Daniher Financial Advisory 2021 Q4 filed Feb. 9, 2022
- Ritter Daniher Financial Advisory 2021 Q3 filed Nov. 5, 2021
- Ritter Daniher Financial Advisory 2021 Q2 filed Aug. 4, 2021
- Ritter Daniher Financial Advisory 2021 Q1 filed May 6, 2021
- Ritter Daniher Financial Advisory 2020 Q4 filed Feb. 16, 2021