Ritter-Daniher-Financial-Advisory-Llc--De

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JOBY",
  "ACAD",
  "TROW",
  "AFG",
  null,
  "HUM",
  "SOBO.TO",
  "MU",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  "MODG",
  "ASML",
  "T",
  null,
  "AVGO",
  "LOW",
  null,
  "AVEM",
  null,
  null,
  "CMI",
  null,
  null,
  "DUK",
  "NLOP",
  null,
  null,
  null,
  null,
  "FITB",
  null,
  "BW",
  "BITB",
  "HD",
  "HPQ",
  "MCD",
  "UNP",
  "ISRG",
  null,
  "ITW",
  "RIVN",
  "ICE",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "ASA",
  "BTT",
  null,
  null,
  null,
  "IWS",
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "EVRG",
  "GE",
  "GPC",
  null,
  null,
  "NU",
  "ORLY",
  "ICLR",
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  null,
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "IJK",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "IEFA",
  "SCHX",
  "NOW",
  "SRE",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  "BP",
  "IBM",
  "SBUX",
  "CI",
  "TXRH",
  "TGT",
  "TMO",
  "UBER",
  "UAL",
  "VO",
  "AA",
  "DTM",
  "VV",
  "RCL",
  null,
  "IVOO",
  null,
  null,
  "VWO",
  "VSS",
  "IWV",
  null,
  "PRF",
  null,
  null,
  null,
  "VIG",
  "LCNB",
  "TSCO",
  null,
  "TSM",
  "IT",
  null,
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  null,
  "LECO",
  "AON",
  null,
  "SNX",
  "AXON",
  "AMD",
  "SDY",
  "WAB",
  "F",
  "DECK",
  "WM",
  "IWP",
  "IWR",
  "AEP",
  "LAND",
  null,
  null,
  null,
  "NVO",
  "VIGI",
  "AMZN",
  "SCHB",
  "IVE",
  "PFG",
  null,
  "ESGD",
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  "USB",
  "VUG",
  "VEA",
  null,
  null,
  "VTEB",
  "VOT",
  "BSV",
  "VOO",
  null,
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WDC",
  "WFC",
  "WPC",
  "WOR",
  "WS",
  "ZIMV",
  "SOLV",
  null,
  "DTE",
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "KDP",
  "SO",
  "TTD",
  "SJM",
  "ORI",
  null,
  null,
  "GEV",
  "CHWY",
  "ZBH",
  "DGRO",
  "MCK",
  "SPYV",
  null,
  "NUE",
  null,
  "LULU",
  "ADP",
  "BAC",
  "BRK-A",
  "SAM",
  "BMY",
  "BF-B",
  "CM",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CAVA",
  "CC",
  "CVX",
  "LNG",
  "CINF",
  "CTAS",
  "CSCO",
  "KO",
  "CMA",
  "CMCSA",
  "COP",
  "CNXC",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CRDO",
  "CSX",
  "DE",
  "DAL",
  "DFAX",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 310
Total Value: 366634984
Accession Number: 0001855205-25-000024
Form Type: 13F-HR
CIK: ritter-daniher-financial-advisory-llc--de
Manager Name: Ritter-Daniher-Financial-Advisory-Llc--De

Data Enrichment

78% identified

242 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

310 positions • $366.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 16

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464287200

IVV|464287200

Shares:138.3K

Value:$77.7M

% of Portfolio:21.2% ($77.7M/$366.6M)

46434V621

DGRO|46434V621

Shares:585.2K

Value:$36.2M

% of Portfolio:9.9% ($36.2M/$366.6M)

46432F842

IEFA|46432F842

Shares:386.8K

Value:$29.3M

% of Portfolio:8.0% ($29.3M/$366.6M)

464287507

IJH|464287507

Shares:484.7K

Value:$28.3M

% of Portfolio:7.7% ($28.3M/$366.6M)

025072604

AVEM|025072604

Shares:447.2K

Value:$26.9M

% of Portfolio:7.3% ($26.9M/$366.6M)

72201R585

Shares:815.0K

Value:$21.5M

% of Portfolio:5.9% ($21.5M/$366.6M)

464287804

IJR|464287804

Shares:165.1K

Value:$17.3M

% of Portfolio:4.7% ($17.3M/$366.6M)

97717Y477

Shares:310.9K

Value:$13.6M

% of Portfolio:3.7% ($13.6M/$366.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:70.7K

Value:$12.0M

% of Portfolio:3.3% ($12.0M/$366.6M)

46641Q332

Shares:159.7K

Value:$9.1M

% of Portfolio:2.5% ($9.1M/$366.6M)

Apple Inc.

AAPL|037833100

Shares:38.1K

Value:$8.5M

% of Portfolio:2.3% ($8.5M/$366.6M)

LCNB CORP

LCNB|50181P100

Shares:559.2K

Value:$8.3M

% of Portfolio:2.3% ($8.3M/$366.6M)

25434V773

Shares:305.3K

Value:$7.9M

% of Portfolio:2.2% ($7.9M/$366.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.2K

Value:$4.7M

% of Portfolio:1.3% ($4.7M/$366.6M)

CINTAS CORP

CTAS|172908105

Shares:17.2K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$366.6M)

AMAZON COM INC

AMZN|023135106

Shares:15.2K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$366.6M)

47103U886

Shares:53.5K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$366.6M)

MICROSOFT CORP

MSFT|594918104

Shares:6.5K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$366.6M)

46641Q167

Shares:34.5K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$366.6M)

464287606

IJK|464287606

Shares:19.3K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$366.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	138.3K	QoQ +2.46% (-3.3K) YoY +4.69% (+6.2K)	All Managers (Combined)	$77.7M	21.2% ($77.7M/$366.6M)	QoQ -2.20% (-$1.7M) YoY +11.89% (+$8.3M)
(DGROcusip46434V621)	585.2K	QoQ +3.92% (+22.1K) YoY +11.02% (+58.1K)	All Managers (Combined)	$36.2M	9.9% ($36.2M/$366.6M)	QoQ +4.67% (+$1.6M) YoY +18.13% (+$5.6M)
(IEFAcusip46432F842)	386.8K	QoQ +1.72% (+6.6K) YoY +6.56% (+23.8K)	All Managers (Combined)	$29.3M	8.0% ($29.3M/$366.6M)	QoQ +9.49% (+$2.5M) YoY +8.61% (+$2.3M)
(IJHcusip464287507)	484.7K	QoQ +3.33% (-15.6K) YoY +8.16% (+36.6K)	All Managers (Combined)	$28.3M	7.7% ($28.3M/$366.6M)	QoQ -3.23% (-$945.7K) YoY +3.90% (+$1.1M)
(AVEMcusip025072604)	447.2K	QoQ +12.52% (+49.8K) YoY +28.44% (+99.0K)	All Managers (Combined)	$26.9M	7.3% ($26.9M/$366.6M)	QoQ +15.16% (+$3.5M) YoY +33.34% (+$6.7M)
(cusip72201R585)✕	815.0K	QoQ +91.53% (+389.5K) YoY NEW(+815.0K)	All Managers (Combined)	$21.5M	5.9% ($21.5M/$366.6M)	QoQ +94.71% (+$10.4M) YoY NEW(+$21.5M)
(IJRcusip464287804)	165.1K	QoQ -2.00% (-3.4K) YoY -5.00% (-8.7K)	All Managers (Combined)	$17.3M	4.7% ($17.3M/$366.6M)	QoQ -11.05% (-$2.1M) YoY -10.11% (-$1.9M)
(cusip97717Y477)✕	310.9K	QoQ +53.30% (+108.1K) YoY NEW(+310.9K)	All Managers (Combined)	$13.6M	3.7% ($13.6M/$366.6M)	QoQ +36.62% (+$3.7M) YoY NEW(+$13.6M)
PROCTER & GAMBLE Co(PGcusip742718109)	70.7K	QoQ -3.13% (-2.3K) YoY -2.96% (-2.2K)	All Managers (Combined)	$12.0M	3.3% ($12.0M/$366.6M)	QoQ -1.53% (-$188.3K) YoY +1.92% (-$227.0K)
(cusip46641Q332)✕	159.7K	QoQ +8.04% (+11.9K) YoY +13.44% (+18.9K)	All Managers (Combined)	$9.1M	2.5% ($9.1M/$366.6M)	QoQ +7.31% (+$621.7K) YoY +12.03% (+$980.4K)
Apple Inc.(AAPLcusip037833100)	38.1K	QoQ -0.35% (-137) YoY -0.97% (-376)	All Managers (Combined)	$8.5M	2.3% ($8.5M/$366.6M)	QoQ -11.61% (-$1.1M) YoY +28.27% (-$1.9M)
LCNB CORP(LCNBcusip50181P100)	559.2K	QoQ 0.00% (-0) YoY -0.39% (-2.2K)	All Managers (Combined)	$8.3M	2.3% ($8.3M/$366.6M)	QoQ -2.24% (-$190.1K) YoY -7.57% (-$678.1K)
(cusip25434V773)✕	305.3K	QoQ +90.80% (+145.3K) YoY NEW(+305.3K)	All Managers (Combined)	$7.9M	2.2% ($7.9M/$366.6M)	QoQ +100.79% (+$4.0M) YoY NEW(+$7.9M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.2K	QoQ -0.51% (-99) YoY -2.13% (-418)	All Managers (Combined)	$4.7M	1.3% ($4.7M/$366.6M)	QoQ +1.81% (-$83.8K) YoY +19.86% (-$780.7K)
CINTAS CORP(CTAScusip172908105)	17.2K	QoQ 0.00% (+0) YoY +276.02% (+12.6K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$366.6M)	QoQ +12.49% (+$392.4K) YoY +12.48% (+$392.2K)
AMAZON COM INC(AMZNcusip023135106)	15.2K	QoQ +0.69% (-105) YoY -2.98% (-468)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$366.6M)	QoQ -12.67% (-$419.4K) YoY +2.32% (-$65.6K)
(cusip47103U886)✕	53.5K	QoQ NEW(+53.5K) YoY NEW(+53.5K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$366.6M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
MICROSOFT CORP(MSFTcusip594918104)	6.5K	QoQ -0.87% (-57) YoY -3.71% (-249)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$366.6M)	QoQ -11.72% (-$321.9K) YoY -14.08% (-$397.6K)
(cusip46641Q167)✕	34.5K	QoQ -70.42% (-82.0K) YoY -73.74% (-96.8K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$366.6M)	QoQ -70.31% (-$5.2M) YoY -72.14% (-$5.7M)
(IJKcusip464287606)	19.3K	QoQ -2.32% (-458) YoY +1.19% (-228)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$366.6M)	QoQ -10.53% (-$189.0K) YoY -7.64% (-$132.7K)