RD

Ritter Daniher Financial Advisory LLC / DE

13F
Ritter Daniher Financial Advisory LLC / DE
Last update 2024-08-12 308 Stocks (19 new)
Value $314.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(22.64%)DGRO(9.74%)IEFA(8.55%)IJH(8.32%)AVEM(6.80%)
Portfolio Report
Summary Stock Picks Current Portfolio
Ritter Daniher Financial Advis... Top Holdings of 2024-06-30 View Full List
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
129,812
71036.850
-1.73%
22.640
-0.40%
-
+4.57%
+19.97%
527235.205
 
DGRO 		iShares Core Dividend Growth ETF
530,506
30562.440
+0.65%
9.740
+0.06%
-
+7.94%
+16.16%
30142.638
 
IEFA 		iShares Core MSCI EAFE ETF
369,344
26829.140
+1.76%
8.550
+0.15%
-
+5.31%
+9.03%
123354.186
 
IJH 		iShares Core S&P Mid-Cap ETF
446,071
26104.060
-0.47%
8.320
-0.04%
-
+6.67%
+12.21%
90407.536
 
AVEM 		Avantis Emerging Markets Equity ETF
349,276
21337.250
+0.31%
6.800
+0.02%
-
-0.34%
+9.47%
6595.851
 
IJR 		iShares Core S&P Small-Cap ETF
175,908
18762.390
+1.23%
5.980
+0.07%
-
+11.07%
+8.04%
86207.723
 
JAVA 		JPMorgan Active Value ETF
212,583
12597.670
+61.97%
4.010
+1.53%
-
+7.05%
+14.37%
1582.299
 
PG 		Procter & Gamble Co
69,801
11511.600
-4.18%
3.670
-0.16%
0.000
+4.53%
+21.14%
409366.083
Consumer Packaged Goods
JEPI 		JPMorgan Equity Premium Income ETF
152,049
8618.120
+8.03%
2.750
+0.20%
-
+4.63%
+7.58%
35478.170
 
AAPL 		Apple Inc
38,246
8055.420
-0.69%
2.570
-0.02%
0.000
+8.96%
+18.98%
3469584.063
Hardware

Ritter Daniher Financial Advisory LLC / DE's Historical Top Holdings Breakdowns

Ritter Daniher Financial Advisory LLC / DE's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JAVA 		JPMorgan Active Value ETF2024-06-30Add
+1.53%
●
56.88 ($58.99) 60.48
$63.61
7.83%
Add 61.97%
212,583
81,334
TGRW 		T. Rowe Price Growth Stock ETF2024-06-30Add
+0.84%
●
32.4 ($34.82) 37.46
$37.45
7.55%
Add 58.64%
192,137
71,021
AVIV 		Avantis International Large Cap Value ETF2024-06-30Add
+0.56%
●
52.26 ($53.91) 55.37
$55.23
2.45%
Add 225.3%
48,619
33,673
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-0.40%
●
497.53 ($525.83) 549.64
$572.99
8.97%
Reduce -1.73%
129,812
-2,287
JEPI 		JPMorgan Equity Premium Income ETF2024-06-30Add
+0.20%
●
55.45 ($56.56) 57.39
$59.15
4.58%
Add 8.03%
152,049
11,298
PG 		Procter & Gamble Co2024-06-30Reduce
-0.16%
●
155.33 ($163.48) 168.56
$174.22
6.57%
Reduce -4.18%
69,801
-3,046
IEFA 		iShares Core MSCI EAFE ETF2024-06-30Add
+0.15%
●
70.77 ($73.59) 76.19
$76.70
4.23%
Add 1.76%
369,344
6,372
IJR 		iShares Core S&P Small-Cap ETF2024-06-30Add
+0.07%
●
102.13 ($106.99) 110.88
$116.95
9.31%
Add 1.23%
175,908
2,143
EFV 		iShares MSCI EAFE Value ETF2024-06-30Reduce
-0.07%
●
52.34 ($54.36) 56.41
$56.93
4.73%
Reduce -39.16%
6,567
-4,226
DGRO 		iShares Core Dividend Growth ETF2024-06-30Add
+0.06%
●
55.23 ($57.12) 58.55
$62.52
9.45%
Add 0.65%
530,506
3,412

Ritter Daniher Financial Advisory LLC / DE Total Holding History ($B)

To

Ritter Daniher Financial Advisory LLC / DE's Asset Allocation

To

Ritter Daniher Financial Advisory LLC / DE Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ritter Daniher Financial Advisory LLC / DE's Hypothetical Growth since 2024-06-30

Ritter Daniher Financial Advisory LLC / DE's Yearly Returns

Year Portfolio % % Excess Gain %

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

  • 1

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