HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
130,149 | +2,053 | $62,163 |
| IVV | 130,149 | +2,053 | $62,163 |
| ISHARES TR (DGRO) |
521,029 | +18,211 | $28,042 |
| DGRO | 521,029 | +18,211 | $28,042 |
| ISHARES TR (IEFA) |
352,579 | +22,720 | $24,804 |
| IEFA | 352,579 | +22,720 | $24,804 |
| ISHARES TR (IJH) |
87,941 | +5,491 | $24,373 |
| IJH | 87,941 | +5,491 | $24,373 |
| AMERICAN CENTY ETF TR (AVEM) |
333,803 | +13,335 | $18,823 |
| AVEM | 333,803 | +13,335 | $18,823 |
| ISHARES TR (IJR) |
170,243 | +15,186 | $18,429 |
| IJR | 170,243 | +15,186 | $18,429 |
| PROCTER AND GAMBLE CO |
73,313 | -738 | $10,743 |
| PG | 73,313 | -738 | $10,743 |
| LCNB CORP |
561,359 | UNCH | $8,853 |
| LCNB | 561,359 | UNCH | $8,853 |
| APPLE INC |
38,576 | +8 | $7,427 |
| AAPL | 38,576 | +8 | $7,427 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
129,457 | +24,413 | $7,118 |
| JEPI | 129,457 | +24,413 | $7,118 |
| JPMORGAN CHASE & CO |
19,519 | +1,381 | $3,320 |
| JPM | 19,519 | +1,381 | $3,320 |
| CINTAS CORP |
4,744 | +36 | $2,859 |
| CTAS | 4,744 | +36 | $2,859 |
| MICROSOFT CORP |
6,685 | -239 | $2,514 |
| MSFT | 6,685 | -239 | $2,514 |
| AMAZON COM INC |
15,748 | -619 | $2,393 |
| AMZN | 15,748 | -619 | $2,393 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
30,229 | -25,870 | $1,534 |
| JMST | 30,229 | -25,870 | $1,534 |
| ISHARES TR (IWP) |
13,610 | +79 | $1,422 |
| IWP | 13,610 | +79 | $1,422 |
| ISHARES TR (IJJ) |
11,951 | +5,980 | $1,363 |
| IJJ | 11,951 | +5,980 | $1,363 |
| ISHARES TR (IJK) |
15,215 | +6,573 | $1,205 |
| IJK | 15,215 | +6,573 | $1,205 |
| ISHARES TR (IJT) |
9,232 | +3,085 | $1,155 |
| IJT | 9,232 | +3,085 | $1,155 |
| ALPHABET INC |
8,073 | -477 | $1,128 |
| GOOGL | 8,073 | -477 | $1,128 |
| ISHARES TR (IWR) |
14,387 | +1,290 | $1,118 |
| IWR | 14,387 | +1,290 | $1,118 |
| COSTCO WHSL CORP NEW |
1,674 | -19 | $1,105 |
| COST | 1,674 | -19 | $1,105 |
| VANGUARD ADMIRAL FDS INC (IVOO) |
11,050 | UNCH | $1,038 |
| IVOO | 11,050 | UNCH | $1,038 |
| ISHARES TR (IJS) |
9,391 | +2,887 | $968 |
| IJS | 9,391 | +2,887 | $968 |
| ISHARES TR (IVW) |
12,437 | +2,115 | $934 |
| IVW | 12,437 | +2,115 | $934 |
| T ROWE PRICE ETF INC (TGRW) |
30,257 | +18,474 | $927 |
| TGRW | 30,257 | +18,474 | $927 |
| VANGUARD INDEX FDS (VOO) |
2,035 | -100 | $889 |
| VOO | 2,035 | -100 | $889 |
| ISHARES TR (EFA) |
11,612 | -269 | $875 |
| EFA | 11,612 | -269 | $875 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
5,100 | -388 | $869 |
| VIG | 5,100 | -388 | $869 |
| ISHARES TR (EFG) |
8,955 | -1,181 | $867 |
| EFG | 8,955 | -1,181 | $867 |
| SCHWAB STRATEGIC TR |
15,227 | -963 | $859 |
| SCHX | 15,227 | -963 | $859 |
| VANGUARD ADMIRAL FDS INC (VIOO) |
8,206 | UNCH | $814 |
| VIOO | 8,206 | UNCH | $814 |
| J P MORGAN EXCHANGE TRADED F (JAVA) |
14,318 | +14,318 | $796 |
| JAVA | 14,318 | +14,318 | $796 |
| AMERICAN CENTY ETF TR (AVIV) |
15,231 | -278 | $784 |
| AVIV | 15,231 | -278 | $784 |
| NEXTERA ENERGY INC |
12,463 | -722 | $757 |
| NEE | 12,463 | -722 | $757 |
| EXXON MOBIL CORP |
6,844 | +25 | $684 |
| XOM | 6,844 | +25 | $684 |
| VANGUARD TAX MANAGED FDS (VEA) |
14,054 | -2,644 | $673 |
| VEA | 14,054 | -2,644 | $673 |
| ELI LILLY & CO |
1,118 | -8 | $652 |
| LLY | 1,118 | -8 | $652 |
| TESLA INC |
2,582 | -420 | $642 |
| TSLA | 2,582 | -420 | $642 |
| ISHARES TR (IWM) |
3,190 | +163 | $640 |
| IWM | 3,190 | +163 | $640 |
| LINCOLN ELEC HLDGS INC |
2,900 | UNCH | $631 |
| LECO | 2,900 | UNCH | $631 |
| ALPHABET INC |
4,370 | UNCH | $616 |
| GOOG | 4,370 | UNCH | $616 |
| CHEVRON CORP NEW |
4,007 | -66 | $598 |
| CVX | 4,007 | -66 | $598 |
| ISHARES TR (IVE) |
3,332 | UNCH | $579 |
| IVE | 3,332 | UNCH | $579 |
| ISHARES TR (EFV) |
10,622 | -2,650 | $553 |
| EFV | 10,622 | -2,650 | $553 |
| SPDR S&P 500 ETF TR (SPY) |
1,134 | -212 | $539 |
| SPY | 1,134 | -212 | $539 |
| PFIZER INC |
17,469 | -1,800 | $503 |
| PFE | 17,469 | -1,800 | $503 |
| KROGER CO |
9,931 | UNCH | $454 |
| KR | 9,931 | UNCH | $454 |
| ELEVANCE HEALTH INC |
942 | +740 | $444 |
| ELV | 942 | +740 | $444 |
| VANGUARD MUN BD FDS (VTEB) |
8,400 | +8,400 | $429 |
| VTEB | 8,400 | +8,400 | $429 |
See Full List: All Stocks Held By Ritter Daniher Financial Advisory LLC DE
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ritter Daniher Financial Advisory LLC DE
|
Size ($ in 1000's)
At 12/31/2023: $269,645 At 09/30/2023: $236,825 Ritter Daniher Financial Advisory LLC DE holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ritter Daniher Financial Advisory LLC DE 13F filings. Link to 13F filings: SEC filings |
