RD

RITTER DANIHER FINANCIAL ADVISORY LLC

13F
RITTER DANIHER FINANCIAL ADVISORY LLC
Last update 2022-05-12 243 Stocks (26 new)
Value $145.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(21.70%)DGRO(12.42%)PG(8.06%)IJH(7.50%)LCNB(6.80%)
Portfolio Report
Summary Stock Picks Current Portfolio
RITTER DANIHER FINANCIAL ADVIS... Top Holdings of 2022-03-31 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
69,357
31466.000
-0.24%
21.700
-0.05%
0.010
+5.62%
+20.65%
531471.618
 
DGRO 		iShares Core Dividend Growth ETF
337,258
18013.000
+0.64%
12.420
+0.08%
0.070
+7.89%
+16.59%
30385.053
 
PG 		Procter & Gamble Co
76,460
11683.000
+3.45%
8.060
+0.27%
0.000
+3.46%
+20.45%
407063.369
Consumer Packaged Goods
IJH 		iShares Core S&P Mid-Cap ETF
202,755
10881.000
+3.62%
7.500
+0.26%
0.020
+6.16%
+12.81%
91002.231
 
LCNB 		LCNB Corp
561,459
9859.000
0%
6.800
0%
4.930
+19.82%
+0.53%
214.406
Banks
IEFA 		iShares Core MSCI EAFE ETF
135,216
9399.000
+9.50%
6.480
+0.56%
0.010
+6.19%
+10.05%
125312.299
 
IJR 		iShares Core S&P Small-Cap ETF
57,655
6220.000
+5.60%
4.290
+0.23%
0.010
+10.18%
+8.06%
86200.571
 
AAPL 		Apple Inc
34,314
5992.000
-0.32%
4.130
-0.01%
0.000
+9.38%
+18.56%
3457420.754
Hardware
EFA 		iShares MSCI EAFE ETF
30,728
2262.000
-11.69%
1.560
-0.21%
0.000
+5.71%
+10.23%
57910.023
 
JPM 		JPMorgan Chase & Co
16,457
2243.000
+0.76%
1.550
+0.01%
0.000
+6.98%
+26.59%
602008.405
Banks

RITTER DANIHER FINANCIAL ADVISORY LLC's Historical Top Holdings Breakdowns

RITTER DANIHER FINANCIAL ADVISORY LLC Total Holding History ($B)

To

RITTER DANIHER FINANCIAL ADVISORY LLC's Asset Allocation

To

RITTER DANIHER FINANCIAL ADVISORY LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

RITTER DANIHER FINANCIAL ADVISORY LLC's Holdings Bubble Chart

RITTER DANIHER FINANCIAL ADVISORY LLC News

  • 1

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