HoldingsChannel.com
Ritter Daniher Financial Advisory LLC Top Holdings
As of  03/31/2022, below is a summary of the Ritter Daniher Financial Advisory LLC top holdings by largest position size, as per the latest 13f filing made by Ritter Daniher Financial Advisory LLC. In the Ritter Daniher Financial Advisory LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Ritter Daniher Financial Advisory LLC in that top holding, then the share count change between reporting periods, and finally the Ritter Daniher Financial Advisory LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 69,357 -167 $31,466
     IVV69,357-167$31,466
ISHARES TR (DGRO) 337,258 +2,134 $18,013
     DGRO337,258+2,134$18,013
PROCTER AND GAMBLE CO 76,460 +2,548 $11,683
     PG76,460+2,548$11,683
ISHARES TR (IJH) 40,551 +1,415 $10,881
     IJH40,551+1,415$10,881
LCNB CORP 561,459 UNCH $9,859
     LCNB561,459UNCH$9,859
ISHARES TR (IEFA) 135,216 +11,726 $9,399
     IEFA135,216+11,726$9,399
ISHARES TR (IJR) 57,655 +3,055 $6,220
     IJR57,655+3,055$6,220
APPLE INC 34,314 -109 $5,992
     AAPL34,314-109$5,992
ISHARES TR (EFA) 30,728 -4,067 $2,262
     EFA30,728-4,067$2,262
JPMORGAN CHASE & CO 16,457 +124 $2,243
     JPM16,457+124$2,243
AMAZON COM INC 627 +38 $2,044
     AMZN627+38$2,044
CINTAS CORP 4,794 -220 $2,039
     CTAS4,794-220$2,039
ISHARES TR (IWP) 16,460 +598 $1,654
     IWP16,460+598$1,654
MICROSOFT CORP 4,265 +163 $1,315
     MSFT4,265+163$1,315
NEXTERA ENERGY INC 14,429 -50 $1,222
     NEE14,429-50$1,222
ISHARES TR (IWR) 14,009 -320 $1,093
     IWR14,009-320$1,093
SCHWAB STRATEGIC TR 19,690 +9,487 $1,060
     SCHX19,690+9,487$1,060
J P MORGAN EXCHANGE TRADED F (JMST) 19,904 +2,003 $1,008
     JMST19,904+2,003$1,008
PFIZER INC 19,394 UNCH $1,004
     PFE19,394UNCH$1,004
VANGUARD ADMIRAL FDS INC (IVOO) 4,978 +30 $905
     IVOO4,978+30$905
TESLA INC 790 +115 $851
     TSLA790+115$851
COSTCO WHSL CORP NEW 1,397 +1 $804
     COST1,397+1$804
VANGUARD TAX MANAGED INTL FD (VEA) 14,815 +870 $712
     VEA14,815+870$712
ALPHABET INC 250 +19 $698
     GOOG250+19$698
ALPHABET INC 249 UNCH $693
     GOOGL249UNCH$693
ISHARES TR (IWM) 3,343 +5 $686
     IWM3,343+5$686
VANGUARD ADMIRAL FDS INC (VIOO) 3,377 UNCH $669
     VIOO3,377UNCH$669
CHEVRON CORP NEW 3,584 -217 $584
     CVX3,584-217$584
SCHWAB STRATEGIC TR 14,827 -147 $544
     SCHF14,827-147$544
SPDR S&P 500 ETF TR (SPY) 1,188 +56 $537
     SPY1,188+56$537
VANGUARD INDEX FDS (VOO) 1,263 -62 $524
     VOO1,263-62$524
ISHARES TR (IJS) 5,037 +1,447 $516
     IJS5,037+1,447$516
EXXON MOBIL CORP 5,918 -450 $489
     XOM5,918-450$489
VANGUARD INDEX FDS (VTI) 2,058 -112 $469
     VTI2,058-112$469
BRISTOL MYERS SQUIBB CO 6,105 UNCH $446
     BMY6,105UNCH$446
LINCOLN ELEC HLDGS INC 3,000 UNCH $413
     LECO3,000UNCH$413
BERKSHIRE HATHAWAY INC DEL      $404
     BRK.B1,144UNCH$404
FIFTH THIRD BANCORP 9,168 UNCH $395
     FITB9,168UNCH$395
SPDR GOLD TR (GLD) 2,156 -17 $389
     GLD2,156-17$389
ISHARES TR (ITOT) 3,716 -1,265 $375
     ITOT3,716-1,265$375
NORFOLK SOUTHN CORP 1,300 UNCH $371
     NSC1,300UNCH$371
RAYTHEON TECHNOLOGIES CORP 3,363 UNCH $333
     RTX3,363UNCH$333
GLOBAL X FDS 4,123 UNCH $317
     LIT4,123UNCH$317
INTEL CORP 6,379 +673 $316
     INTC6,379+673$316
DUKE ENERGY CORP NEW 2,781 +747 $311
     DUK2,781+747$311
US BANCORP DEL 5,770 -100 $307
     USB5,770-100$307
COCA COLA CO 4,922 UNCH $305
     KO4,922UNCH$305
PEPSICO INC 1,799 UNCH $301
     PEP1,799UNCH$301
DISNEY WALT CO 2,141 +600 $294
     DIS2,141+600$294
T ROWE PRICE ETF INC (TGRW) 9,819 +8,713 $286
     TGRW9,819+8,713$286

See Full List: All Stocks Held By Ritter Daniher Financial Advisory LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ritter Daniher Financial Advisory LLC

Size ($ in 1000's)
At 03/31/2022: $145,017
At 12/31/2021: $149,940

Ritter Daniher Financial Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ritter Daniher Financial Advisory LLC 13F filings. Link to 13F filings: SEC filings

Ritter Daniher Financial Advisory LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.