HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
69,357 | -167 | $31,466 |
| IVV | 69,357 | -167 | $31,466 |
| ISHARES TR (DGRO) |
337,258 | +2,134 | $18,013 |
| DGRO | 337,258 | +2,134 | $18,013 |
| PROCTER AND GAMBLE CO |
76,460 | +2,548 | $11,683 |
| PG | 76,460 | +2,548 | $11,683 |
| ISHARES TR (IJH) |
40,551 | +1,415 | $10,881 |
| IJH | 40,551 | +1,415 | $10,881 |
| LCNB CORP |
561,459 | UNCH | $9,859 |
| LCNB | 561,459 | UNCH | $9,859 |
| ISHARES TR (IEFA) |
135,216 | +11,726 | $9,399 |
| IEFA | 135,216 | +11,726 | $9,399 |
| ISHARES TR (IJR) |
57,655 | +3,055 | $6,220 |
| IJR | 57,655 | +3,055 | $6,220 |
| APPLE INC |
34,314 | -109 | $5,992 |
| AAPL | 34,314 | -109 | $5,992 |
| ISHARES TR (EFA) |
30,728 | -4,067 | $2,262 |
| EFA | 30,728 | -4,067 | $2,262 |
| JPMORGAN CHASE & CO |
16,457 | +124 | $2,243 |
| JPM | 16,457 | +124 | $2,243 |
| AMAZON COM INC |
627 | +38 | $2,044 |
| AMZN | 627 | +38 | $2,044 |
| CINTAS CORP |
4,794 | -220 | $2,039 |
| CTAS | 4,794 | -220 | $2,039 |
| ISHARES TR (IWP) |
16,460 | +598 | $1,654 |
| IWP | 16,460 | +598 | $1,654 |
| MICROSOFT CORP |
4,265 | +163 | $1,315 |
| MSFT | 4,265 | +163 | $1,315 |
| NEXTERA ENERGY INC |
14,429 | -50 | $1,222 |
| NEE | 14,429 | -50 | $1,222 |
| ISHARES TR (IWR) |
14,009 | -320 | $1,093 |
| IWR | 14,009 | -320 | $1,093 |
| SCHWAB STRATEGIC TR |
19,690 | +9,487 | $1,060 |
| SCHX | 19,690 | +9,487 | $1,060 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
19,904 | +2,003 | $1,008 |
| JMST | 19,904 | +2,003 | $1,008 |
| PFIZER INC |
19,394 | UNCH | $1,004 |
| PFE | 19,394 | UNCH | $1,004 |
| VANGUARD ADMIRAL FDS INC (IVOO) |
4,978 | +30 | $905 |
| IVOO | 4,978 | +30 | $905 |
| TESLA INC |
790 | +115 | $851 |
| TSLA | 790 | +115 | $851 |
| COSTCO WHSL CORP NEW |
1,397 | +1 | $804 |
| COST | 1,397 | +1 | $804 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
14,815 | +870 | $712 |
| VEA | 14,815 | +870 | $712 |
| ALPHABET INC |
250 | +19 | $698 |
| GOOG | 250 | +19 | $698 |
| ALPHABET INC |
249 | UNCH | $693 |
| GOOGL | 249 | UNCH | $693 |
| ISHARES TR (IWM) |
3,343 | +5 | $686 |
| IWM | 3,343 | +5 | $686 |
| VANGUARD ADMIRAL FDS INC (VIOO) |
3,377 | UNCH | $669 |
| VIOO | 3,377 | UNCH | $669 |
| CHEVRON CORP NEW |
3,584 | -217 | $584 |
| CVX | 3,584 | -217 | $584 |
| SCHWAB STRATEGIC TR |
14,827 | -147 | $544 |
| SCHF | 14,827 | -147 | $544 |
| SPDR S&P 500 ETF TR (SPY) |
1,188 | +56 | $537 |
| SPY | 1,188 | +56 | $537 |
| VANGUARD INDEX FDS (VOO) |
1,263 | -62 | $524 |
| VOO | 1,263 | -62 | $524 |
| ISHARES TR (IJS) |
5,037 | +1,447 | $516 |
| IJS | 5,037 | +1,447 | $516 |
| EXXON MOBIL CORP |
5,918 | -450 | $489 |
| XOM | 5,918 | -450 | $489 |
| VANGUARD INDEX FDS (VTI) |
2,058 | -112 | $469 |
| VTI | 2,058 | -112 | $469 |
| BRISTOL MYERS SQUIBB CO |
6,105 | UNCH | $446 |
| BMY | 6,105 | UNCH | $446 |
| LINCOLN ELEC HLDGS INC |
3,000 | UNCH | $413 |
| LECO | 3,000 | UNCH | $413 |
 BERKSHIRE HATHAWAY INC DEL |
$404 | ||
| BRK.B | 1,144 | UNCH | $404 |
| FIFTH THIRD BANCORP |
9,168 | UNCH | $395 |
| FITB | 9,168 | UNCH | $395 |
| SPDR GOLD TR (GLD) |
2,156 | -17 | $389 |
| GLD | 2,156 | -17 | $389 |
| ISHARES TR (ITOT) |
3,716 | -1,265 | $375 |
| ITOT | 3,716 | -1,265 | $375 |
| NORFOLK SOUTHN CORP |
1,300 | UNCH | $371 |
| NSC | 1,300 | UNCH | $371 |
| RAYTHEON TECHNOLOGIES CORP |
3,363 | UNCH | $333 |
| RTX | 3,363 | UNCH | $333 |
| GLOBAL X FDS |
4,123 | UNCH | $317 |
| LIT | 4,123 | UNCH | $317 |
| INTEL CORP |
6,379 | +673 | $316 |
| INTC | 6,379 | +673 | $316 |
| DUKE ENERGY CORP NEW |
2,781 | +747 | $311 |
| DUK | 2,781 | +747 | $311 |
| US BANCORP DEL |
5,770 | -100 | $307 |
| USB | 5,770 | -100 | $307 |
| COCA COLA CO |
4,922 | UNCH | $305 |
| KO | 4,922 | UNCH | $305 |
| PEPSICO INC |
1,799 | UNCH | $301 |
| PEP | 1,799 | UNCH | $301 |
| DISNEY WALT CO |
2,141 | +600 | $294 |
| DIS | 2,141 | +600 | $294 |
| T ROWE PRICE ETF INC (TGRW) |
9,819 | +8,713 | $286 |
| TGRW | 9,819 | +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 |
