Ritter Daniher Financial Advisory

Ritter Daniher Financial Advisory as of Dec. 31, 2021

Portfolio Holdings for Ritter Daniher Financial Advisory

Ritter Daniher Financial Advisory holds 242 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.1 $33M 70k 476.99
Ishares Tr Core Div Grwth (DGRO) 12.4 $19M 335k 55.58
Procter & Gamble Company (PG) 8.1 $12M 74k 163.59
Ishares Tr Core S&p Mcp Etf (IJH) 7.4 $11M 39k 283.06
LCNB (LCNB) 7.3 $11M 562k 19.53
Ishares Tr Core Msci Eafe (IEFA) 6.1 $9.2M 124k 74.64
Ishares Tr Core S&p Scp Etf (IJR) 4.2 $6.3M 55k 114.51
Apple (AAPL) 4.1 $6.1M 34k 177.56
Ishares Tr Msci Eafe Etf (EFA) 1.8 $2.7M 35k 78.69
JPMorgan Chase & Co. (JPM) 1.7 $2.6M 16k 158.33
Cintas Corporation (CTAS) 1.5 $2.2M 5.0k 443.16
Amazon (AMZN) 1.3 $2.0M 589.00 3334.47
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.2 $1.8M 16k 115.24
Microsoft Corporation (MSFT) 0.9 $1.4M 4.1k 336.42
Nextera Energy (NEE) 0.9 $1.4M 15k 93.38
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.2M 14k 82.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.2M 10k 113.79
Pfizer (PFE) 0.8 $1.1M 19k 59.04
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.6 $948k 4.9k 191.59
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.6 $914k 18k 51.06
Costco Wholesale Corporation (COST) 0.5 $793k 1.4k 568.05
Ishares Tr Russell 2000 Etf (IWM) 0.5 $743k 3.3k 222.59
Alphabet Cap Stk Cl A (GOOGL) 0.5 $721k 249.00 2895.58
Tesla Motors (TSLA) 0.5 $713k 675.00 1056.30
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $712k 14k 51.06
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.5 $710k 3.4k 210.25
Alphabet Cap Stk Cl C (GOOG) 0.4 $668k 231.00 2891.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $582k 15k 38.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $578k 1.3k 436.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $538k 1.1k 475.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $533k 5.0k 107.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $524k 2.2k 241.47
Chevron Corporation (CVX) 0.3 $446k 3.8k 117.34
Lincoln Electric Holdings (LECO) 0.3 $418k 3.0k 139.33
Fifth Third Ban (FITB) 0.3 $399k 9.2k 43.52
Exxon Mobil Corporation (XOM) 0.3 $390k 6.4k 61.24
Norfolk Southern (NSC) 0.3 $387k 1.3k 297.69
Bristol Myers Squibb (BMY) 0.3 $381k 6.1k 62.41
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $375k 3.6k 104.46
Spdr Gold Tr Gold Shs (GLD) 0.2 $371k 2.2k 170.73
Global X Fds Lithium Btry Etf (LIT) 0.2 $348k 4.1k 84.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $342k 1.1k 298.95
Us Bancorp Del Com New (USB) 0.2 $330k 5.9k 56.22
Pepsi (PEP) 0.2 $313k 1.8k 173.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $310k 3.7k 83.63
Intel Corporation (INTC) 0.2 $294k 5.7k 51.52
Coca-Cola Company (KO) 0.2 $291k 4.9k 59.12
Raytheon Technologies Corp (RTX) 0.2 $289k 3.4k 85.94
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $279k 3.0k 93.00
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $275k 1.6k 167.89
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $257k 1.6k 156.71
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.2 $242k 14k 17.75
Walt Disney Company (DIS) 0.2 $239k 1.5k 155.09
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $222k 1.8k 122.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $215k 2.7k 80.37
Duke Energy Corp Com New (DUK) 0.1 $213k 2.0k 104.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $212k 2.1k 102.42
Lululemon Athletica (LULU) 0.1 $192k 490.00 391.84
UnitedHealth (UNH) 0.1 $189k 377.00 501.33
Wp Carey (WPC) 0.1 $187k 2.3k 82.09
Ishares Tr Tips Bd Etf (TIP) 0.1 $178k 1.4k 128.80
Ishares Tr Core Total Usd (IUSB) 0.1 $164k 3.1k 52.95
CSX Corporation (CSX) 0.1 $164k 4.4k 37.70
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $158k 2.3k 68.55
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $153k 890.00 171.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $152k 3.1k 48.75
Global X Fds Cleantech Etf (CTEC) 0.1 $152k 8.6k 17.63
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $150k 290.00 517.24
Bank of America Corporation (BAC) 0.1 $148k 3.3k 44.59
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $147k 1.4k 102.80
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $145k 1.3k 113.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $143k 1.8k 80.79
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $142k 1.0k 138.40
Johnson & Johnson (JNJ) 0.1 $142k 828.00 171.50
Yum! Brands (YUM) 0.1 $139k 1.0k 139.00
Global X Fds Thmatc Gwt Etf (GXTG) 0.1 $133k 3.0k 44.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $133k 1.1k 120.36
International Business Machines (IBM) 0.1 $131k 980.00 133.67
Royal Caribbean Cruises (RCL) 0.1 $131k 1.7k 76.61
Ishares Tr Select Divid Etf (DVY) 0.1 $131k 1.1k 122.32
PNC Financial Services (PNC) 0.1 $129k 641.00 201.25
Home Depot (HD) 0.1 $118k 285.00 414.04
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $106k 1.8k 60.57
Kroger (KR) 0.1 $105k 2.3k 45.14
Accenture Plc Ireland Shs Class A (ACN) 0.1 $103k 248.00 415.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $100k 251.00 398.41
Abbvie (ABBV) 0.1 $97k 713.00 136.04
Anthem (ELV) 0.1 $94k 202.00 465.35
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $94k 850.00 110.59
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $90k 1.9k 47.57
Eli Lilly & Co. (LLY) 0.1 $88k 317.00 277.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $85k 277.00 306.86
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $82k 744.00 110.22
Enbridge (ENB) 0.1 $79k 2.0k 38.90
Canadian Natl Ry (CNI) 0.0 $74k 600.00 123.33
Starbucks Corporation (SBUX) 0.0 $73k 620.00 117.74
Wal-Mart Stores (WMT) 0.0 $68k 470.00 144.68
Automatic Data Processing (ADP) 0.0 $68k 276.00 246.38
Ishares Tr Rus 1000 Etf (IWB) 0.0 $66k 251.00 262.95
L3harris Technologies (LHX) 0.0 $64k 299.00 214.05
Worthington Industries (WOR) 0.0 $63k 1.2k 54.73
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $61k 2.0k 30.50
Dupont De Nemours (DD) 0.0 $60k 740.00 81.08
Sempra Energy (SRE) 0.0 $51k 386.00 132.12
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $51k 200.00 255.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $50k 304.00 164.47
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $49k 368.00 133.15
Cincinnati Financial Corporation (CINF) 0.0 $49k 430.00 113.95
ConocoPhillips (COP) 0.0 $47k 650.00 72.31
Nucor Corporation (NUE) 0.0 $46k 400.00 115.00
Smucker J M Com New (SJM) 0.0 $45k 331.00 135.95
Alcoa (AA) 0.0 $44k 733.00 60.03
Dow (DOW) 0.0 $42k 740.00 56.76
Humana (HUM) 0.0 $42k 90.00 466.67
Leidos Holdings (LDOS) 0.0 $42k 476.00 88.24
McDonald's Corporation (MCD) 0.0 $42k 155.00 270.97
Merck & Co (MRK) 0.0 $40k 517.00 77.37
At&t (T) 0.0 $39k 1.6k 24.42
Visa Com Cl A (V) 0.0 $39k 179.00 217.88
T Rowe Price Etf Price Grw Stock (TGRW) 0.0 $37k 1.1k 33.45
Gladstone Ld (LAND) 0.0 $36k 1.1k 33.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $36k 451.00 79.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $35k 480.00 72.92
Corteva (CTVA) 0.0 $35k 740.00 47.30
3M Company (MMM) 0.0 $32k 179.00 178.77
Linde SHS 0.0 $31k 90.00 344.44
Netflix (NFLX) 0.0 $30k 50.00 600.00
Allbirds Com Cl A (BIRD) 0.0 $30k 2.0k 15.00
Illinois Tool Works (ITW) 0.0 $28k 115.00 243.48
Intuitive Surgical Com New (ISRG) 0.0 $28k 78.00 358.97
Zimmer Holdings (ZBH) 0.0 $28k 224.00 125.00
Essential Utils (WTRG) 0.0 $27k 500.00 54.00
Union Pacific Corporation (UNP) 0.0 $23k 90.00 255.56
Emerson Electric (EMR) 0.0 $23k 250.00 92.00
American Financial (AFG) 0.0 $22k 158.00 139.24
Nike CL B (NKE) 0.0 $21k 125.00 168.00
Genuine Parts Company (GPC) 0.0 $20k 141.00 141.84
General Electric Com New (GE) 0.0 $19k 198.00 95.96
Medtronic SHS (MDT) 0.0 $18k 170.00 105.88
Delta Air Lines Inc Del Com New (DAL) 0.0 $18k 460.00 39.13
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $17k 201.00 84.58
The Trade Desk Com Cl A (TTD) 0.0 $16k 170.00 94.12
Schnitzer Steel Inds Cl A (RDUS) 0.0 $16k 300.00 53.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $15k 109.00 137.61
V.F. Corporation (VFC) 0.0 $15k 200.00 75.00
Mastercard Incorporated Cl A (MA) 0.0 $14k 40.00 350.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $13k 78.00 166.67
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $13k 180.00 72.22
Viatris (VTRS) 0.0 $12k 913.00 13.14
Chemours (CC) 0.0 $12k 346.00 34.68
FedEx Corporation (FDX) 0.0 $12k 45.00 266.67
International Paper Company (IP) 0.0 $12k 250.00 48.00
Cibc Cad (CM) 0.0 $12k 100.00 120.00
Global X Fds Renewable Energy (RNRG) 0.0 $12k 750.00 16.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $12k 414.00 28.99
Global X Fds Solar Etf (RAYS) 0.0 $11k 474.00 23.21
Cisco Systems (CSCO) 0.0 $11k 166.00 66.27
Waste Management (WM) 0.0 $11k 66.00 166.67
Marsh & McLennan Companies (MMC) 0.0 $11k 65.00 169.23
Verizon Communications (VZ) 0.0 $11k 212.00 51.89
United Parcel Service CL B (UPS) 0.0 $11k 50.00 220.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $11k 89.00 123.60
CVS Caremark Corporation (CVS) 0.0 $10k 100.00 100.00
General Dynamics Corporation (GD) 0.0 $10k 50.00 200.00
Ishares Tr Us Aer Def Etf (ITA) 0.0 $10k 100.00 100.00
Invesco Actively Managed Etf Emgring Mkts50 0.0 $10k 210.00 47.62
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $10k 348.00 28.74
BP Sponsored Adr (BP) 0.0 $9.0k 353.00 25.50
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) 0.0 $9.0k 110.00 81.82
Kohl's Corporation (KSS) 0.0 $8.0k 160.00 50.00
Ishares Tr Exponential Tech (XT) 0.0 $8.0k 125.00 64.00
Oracle Corporation (ORCL) 0.0 $8.0k 89.00 89.89
Texas Instruments Incorporated (TXN) 0.0 $7.0k 35.00 200.00
Lowe's Companies (LOW) 0.0 $7.0k 28.00 250.00
Activision Blizzard 0.0 $7.0k 100.00 70.00
Shopify Cl A (SHOP) 0.0 $7.0k 5.00 1400.00
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $7.0k 114.00 61.40
Ishares Msci Aust Etf (EWA) 0.0 $7.0k 300.00 23.33
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $6.0k 78.00 76.92
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $6.0k 33.00 181.82
Amgen (AMGN) 0.0 $6.0k 25.00 240.00
Rivian Automotive Com Cl A (RIVN) 0.0 $6.0k 60.00 100.00
Entergy Corporation (ETR) 0.0 $6.0k 55.00 109.09
Ford Motor Company (F) 0.0 $6.0k 287.00 20.91
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $5.0k 91.00 54.95
Marvell Technology (MRVL) 0.0 $5.0k 58.00 86.21
NVIDIA Corporation (NVDA) 0.0 $5.0k 16.00 312.50
Amc Entmt Hldgs Cl A Com 0.0 $5.0k 200.00 25.00
Roku Com Cl A (ROKU) 0.0 $5.0k 20.00 250.00
Deere & Company (DE) 0.0 $5.0k 15.00 333.33
Ishares Tr Ishares Biotech (IBB) 0.0 $5.0k 35.00 142.86
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $5.0k 152.00 32.89
Kyndryl Hldgs Common Stock (KD) 0.0 $4.0k 196.00 20.41
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $4.0k 133.00 30.08
Coinbase Global Com Cl A (COIN) 0.0 $4.0k 15.00 266.67
Hubspot (HUBS) 0.0 $4.0k 6.00 666.67
Carnival Corp Common Stock (CCL) 0.0 $4.0k 200.00 20.00
Polaris Industries (PII) 0.0 $4.0k 40.00 100.00
Boston Beer Cl A (SAM) 0.0 $4.0k 8.00 500.00
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $4.0k 50.00 80.00
Block Cl A (SQ) 0.0 $4.0k 25.00 160.00
Nikola Corp (NKLA) 0.0 $4.0k 400.00 10.00
Abbott Laboratories (ABT) 0.0 $4.0k 30.00 133.33
Epr Pptys Com Sh Ben Int (EPR) 0.0 $3.0k 54.00 55.56
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $3.0k 79.00 37.97
BlackRock (BLK) 0.0 $3.0k 3.00 1000.00
Callaway Golf Company (MODG) 0.0 $3.0k 100.00 30.00
Draftkings Com Cl A 0.0 $3.0k 100.00 30.00
Global X Fds Telmdc&dig Etf (EDOC) 0.0 $3.0k 200.00 15.00
Lucid Group (LCID) 0.0 $3.0k 75.00 40.00
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $3.0k 36.00 83.33
Sanofi Sponsored Adr (SNY) 0.0 $3.0k 68.00 44.12
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $2.0k 36.00 55.56
Kinder Morgan (KMI) 0.0 $2.0k 153.00 13.07
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $2.0k 41.00 48.78
Concentrix Corp (CNXC) 0.0 $2.0k 12.00 166.67
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $2.0k 22.00 90.91
Qualcomm (QCOM) 0.0 $2.0k 10.00 200.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $2.0k 20.00 100.00
Paypal Holdings (PYPL) 0.0 $2.0k 8.00 250.00
Vodafone Group Sponsored Adr (VOD) 0.0 $2.0k 163.00 12.27
Ammo (POWW) 0.0 $1.0k 150.00 6.67
Vale S A Sponsored Ads (VALE) 0.0 $1.0k 60.00 16.67
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) 0.0 $1.0k 72.00 13.89
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
Blackberry (BB) 0.0 $1.0k 100.00 10.00
Etf Managers Tr Etfmg Altr Hrvst 0.0 $1.0k 128.00 7.81
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $1.0k 20.00 50.00
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) 0.0 $1.0k 20.00 50.00
Wabtec Corporation (WAB) 0.0 $999.999700 7.00 142.86
SYNNEX Corporation (SNX) 0.0 $999.999600 12.00 83.33
Sylvamo Corp Common Stock (SLVM) 0.0 $999.999000 22.00 45.45
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $0 7.00 0.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $0 8.00 0.00
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.0 $0 14.00 0.00
Workhorse Group Com New (WKHS) 0.0 $0 90.00 0.00
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $0 1.00 0.00
Neubase Therapeutics Ord 0.0 $0 2.00 0.00
Aurora Cannabis 0.0 $0 8.00 0.00
Maxeon Solar Technologies Lt SHS (MAXN) 0.0 $0 2.00 0.00
Hertz Global Hldgs Com New (HTZ) 0.0 $0 10.00 0.00