RD
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RITTER DANIHER FINANCIAL ADVISORY LLC13F | |
| RITTER DANIHER FINANCIAL ADVISORY LLC | |
| Last update 2022-05-12 | 243 Stocks (26 new) |
| Value $145.00 Mil | Turnover 3 % |
RITTER DANIHER FINANCIAL ADVIS... Top Holdings of 2022-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 69,357 | 31,466.0 | -0.24% | 21.700 | -0.05% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
DGRO | iShares Core Dividend Growth ETF | 337,258 | 18,013.0 | +0.64% | 12.420 | +0.08% | 0.070 | +11.81% | +6.66% | 32,435.0 | ||
PG | Procter & Gamble Co | 76,460 | 11,683.0 | +3.45% | 8.060 | +0.27% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
IJH | iShares Core S&P Mid-Cap ETF | 202,755 | 10,881.0 | +3.62% | 7.500 | +0.26% | 0.020 | +16.06% | +2.45% | 97,230.9 | ||
LCNB | LCNB Corp | 561,459 | 9,859.0 | 0% | 6.800 | 0% | 4.930 | +8.63% | +3.21% | 214.8 | Banks | |
IEFA | iShares Core MSCI EAFE ETF | 135,216 | 9,399.0 | +9.50% | 6.480 | +0.56% | 0.010 | +11.52% | +19.59% | 141,328.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 57,655 | 6,220.0 | +5.60% | 4.290 | +0.23% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
AAPL | Apple Inc | 34,314 | 5,992.0 | -0.32% | 4.130 | -0.01% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
EFA | iShares MSCI EAFE ETF | 30,728 | 2,262.0 | -11.69% | 1.560 | -0.21% | 0.000 | +10.84% | +18.89% | 63,725.9 | ||
JPM | JPMorgan Chase & Co | 16,457 | 2,243.0 | +0.76% | 1.550 | +0.01% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks |
RITTER DANIHER FINANCIAL ADVISORY LLC's Historical Top Holdings Breakdowns
RITTER DANIHER FINANCIAL ADVISORY LLC Total Holding History ($B)
RITTER DANIHER FINANCIAL ADVISORY LLC's Asset Allocation
RITTER DANIHER FINANCIAL ADVISORY LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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RITTER DANIHER FINANCIAL ADVISORY LLC's Hypothetical Growth since 2022-03-31
RITTER DANIHER FINANCIAL ADVISORY LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RITTER DANIHER FINANCIAL ADVISORY LLC's Holdings Heat Map
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RITTER DANIHER FINANCIAL ADVISORY LLC's Holdings Bubble Chart
RITTER DANIHER FINANCIAL ADVISORY LLC News
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