RD
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Ritter Daniher Financial Advisory LLC / DE13F | |
| Ritter Daniher Financial Advisory LLC / DE | |
| Last update 2025-05-09 | 310 Stocks (20 new) |
| Value $367.00 Mil | Turnover 9 % |
Ritter Daniher Financial Advis... Top Holdings of 2025-03-31
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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 | 138,299 | 77,710.3 | +2.46% | 21.200 | +0.51% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
DGRO | iShares Core Dividend Growth ETF | 585,191 | 36,153.1 | +3.93% | 9.860 | +0.37% | 0.120 | +11.68% | +6.75% | 32,433.7 | ||
IEFA | iShares Core MSCI EAFE ETF | 386,798 | 29,261.2 | +1.73% | 7.980 | +0.14% | 0.020 | +15.26% | +20.32% | 142,203.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 484,735 | 28,284.3 | +3.33% | 7.710 | +0.25% | 0.030 | +17.05% | +2.42% | 96,994.3 | ||
AVEM | Avantis Emerging Markets Equity ETF | 447,243 | 26,910.6 | +12.52% | 7.340 | +0.82% | 0.330 | +21.10% | +18.42% | 10,812.6 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 814,977 | 21,474.6 | +91.53% | 5.860 | +2.80% | 0.440 | +4.27% | +4.45% | 5,790.4 | ||
IJR | iShares Core S&P Small-Cap ETF | 165,068 | 17,261.2 | -2.00% | 4.710 | -0.11% | 0.020 | +18.68% | -1.42% | 81,378.3 | ||
QGRW | WisdomTree U.S. Quality Growth Fund | 310,863 | 13,646.9 | +53.31% | 3.720 | +1.29% | 1.310 | +23.49% | +6.87% | 1,503.0 | ||
PG | Procter & Gamble Co | 70,687 | 12,046.5 | -3.14% | 3.290 | -0.11% | 0.000 | -5.32% | -5.16% | 368,210.3 | Consumer Packaged Goods | |
JEPI | JPMorgan Equity Premium Income ETF | 159,682 | 9,124.3 | +8.05% | 2.490 | +0.19% | 0.020 | +7.87% | +3.08% | 40,886.4 |
Ritter Daniher Financial Advisory LLC / DE's Historical Top Holdings Breakdowns
Ritter Daniher Financial Advisory LLC / DE's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +2.80% | 25.77 ($26.17) 26.48 | $26.32 | 0.57% | Add 91.53% | 814,977 | 389,475 | |
JAVA | JPMorgan Active Value ETF | 2025-03-31 | Reduce Reduce | -1.46% | 61.9 ($64.92) 66.89 | $66.42 | 2.31% | Reduce -70.42% | 34,460 | -82,050 | |
QGRW | WisdomTree U.S. Quality Growth Fund | 2025-03-31 | Add Add | +1.29% | 43.73 ($48.34) 51.33 | $52.65 | 8.91% | Add 53.31% | 310,863 | 108,092 | |
DFIS |
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
| 2025-03-31 | Add Add | +1.02% | 23.92 ($25.57) 26.87 | $30.01 | 17.36% | Add 90.81% | 305,344 | 145,317 | |
AVEM | Avantis Emerging Markets Equity ETF | 2025-03-31 | Add Add | +0.82% | 57.11 ($60.13) 62.4 | $68.87 | 14.54% | Add 12.52% | 447,243 | 49,768 | |
TGRW | T. Rowe Price Growth Stock ETF | 2025-03-31 | Reduce Reduce | -0.80% | 35.73 ($39.24) 41.58 | $42.13 | 7.36% | Reduce -75.91% | 22,507 | -70,916 | |
VNLA |
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
| 2025-03-31 | New Buy New Buy | +0.72% | 48.89 ($49.03) 49.21 | $49.06 | 0.06% | New holding | 53,476 | 53,476 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.51% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Add 2.46% | 138,299 | 3,321 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.44% | 663000 ($729331) 801950 | $712,842.00 | -2.26% | New holding | 2 | 2 | |
AVIV |
Avantis International Large Cap Value ETF
Avantis International Large Cap Value ETF
| 2025-03-31 | Reduce Reduce | -0.43% | 51.51 ($55.3) 58.54 | $62.55 | 13.11% | Reduce -52.59% | 26,487 | -29,376 |
Ritter Daniher Financial Advisory LLC / DE Total Holding History ($B)
Ritter Daniher Financial Advisory LLC / DE's Asset Allocation
Ritter Daniher Financial Advisory LLC / DE Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ritter Daniher Financial Advisory LLC / DE's Hypothetical Growth since 2025-03-31
Ritter Daniher Financial Advisory LLC / DE's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Ritter Daniher Financial Advisory LLC / DE's Holdings Heat Map
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Ritter Daniher Financial Advisory LLC / DE's Holdings Bubble Chart
Ritter Daniher Financial Advisory LLC / DE News
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