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

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

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

464287481

IWP|464287481

Shares:13.4K

Value:$1.6M

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

464287705

IJJ|464287705

Shares:12.8K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$366.6M)

025072364

Shares:26.5K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$366.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$366.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.4K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$366.6M)

464287887

IJT|464287887

Shares:9.9K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$366.6M)

464287499

IWR|464287499

Shares:13.1K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$366.6M)

464288885

EFG|464288885

Shares:10.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$366.6M)

921932885

IVOO|921932885

Shares:11.0K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$366.6M)

464287309

IVW|464287309

Shares:11.7K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$366.6M)

808524201

SCHX|808524201

Shares:43.3K

Value:$955.0K

% of Portfolio:0.3% ($955.0K/$366.6M)

464287465

EFA|464287465

Shares:11.4K

Value:$935.2K

% of Portfolio:0.3% ($935.2K/$366.6M)

922908363

VOO|922908363

Shares:1.8K

Value:$926.6K

% of Portfolio:0.3% ($926.6K/$366.6M)

921908844

VIG|921908844

Shares:4.7K

Value:$911.9K

% of Portfolio:0.2% ($911.9K/$366.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:12.7K

Value:$901.2K

% of Portfolio:0.2% ($901.2K/$366.6M)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$897.8K

% of Portfolio:0.2% ($897.8K/$366.6M)

464287879

Shares:8.9K

Value:$866.4K

% of Portfolio:0.2% ($866.4K/$366.6M)

87283Q305

Shares:22.5K

Value:$805.2K

% of Portfolio:0.2% ($805.2K/$366.6M)

921932828

Shares:8.2K

Value:$792.9K

% of Portfolio:0.2% ($792.9K/$366.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$366.6M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(IWPcusip464287481)	13.4K	QoQ 0.00% (-0) YoY -0.05% (-8)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$366.6M)	QoQ -7.30% (-$124.4K) YoY +2.87% (-$44.1K)
(IJJcusip464287705)	12.8K	QoQ -0.60% (-78) YoY +1.32% (+168)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$366.6M)	QoQ -4.76% (-$76.9K) YoY +2.55% (+$38.4K)
(cusip025072364)✕	26.5K	QoQ -52.58% (-29.4K) YoY +77.21% (+11.5K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$366.6M)	QoQ -48.21% (-$1.4M) YoY +85.73% (+$693.0K)
Alphabet Inc.(GOOGLcusip02079K305)	8.6K	QoQ -8.06% (-753) YoY -2.75% (-243)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$366.6M)	QoQ -24.90% (-$439.9K) YoY -0.36% (-$4.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.4K	QoQ -6.75% (-100) YoY -9.62% (-147)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$366.6M)	QoQ -3.72% (-$50.6K) YoY +16.71% (-$187.1K)
(IJTcusip464287887)	9.9K	QoQ -0.25% (-25) YoY -2.69% (-273)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$366.6M)	QoQ -8.26% (-$110.6K) YoY -7.32% (-$97.1K)
(IWRcusip464287499)	13.1K	QoQ -1.20% (-160) YoY -4.58% (-631)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$366.6M)	QoQ -4.92% (-$57.9K) YoY -3.47% (-$40.2K)
(EFGcusip464288885)	10.9K	QoQ +21.07% (+1.9K) YoY +24.93% (+2.2K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$366.6M)	QoQ +25.04% (+$218.6K) YoY +20.36% (+$184.7K)
(IVOOcusip921932885)	11.0K	QoQ -0.54% (-60) YoY -0.64% (-71)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$366.6M)	QoQ -6.95% (-$81.0K) YoY -4.79% (-$54.6K)
(IVWcusip464287309)	11.7K	QoQ -0.24% (-29) YoY -6.29% (-783)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$366.6M)	QoQ -8.79% (-$104.3K) YoY +3.01% (-$31.7K)
(SCHXcusip808524201)	43.3K	QoQ -1.65% (-726) YoY +190.61% (+28.4K)	All Managers (Combined)	$955.0K	0.3% ($955.0K/$366.6M)	QoQ -6.31% (-$64.4K) YoY +3.39% (+$31.4K)
(EFAcusip464287465)	11.4K	QoQ +2.23% (+250) YoY -0.38% (-44)	All Managers (Combined)	$935.2K	0.3% ($935.2K/$366.6M)	QoQ +10.50% (+$88.9K) YoY +1.94% (-$17.9K)
(VOOcusip922908363)	1.8K	QoQ -0.22% (-4) YoY -7.15% (-139)	All Managers (Combined)	$926.6K	0.3% ($926.6K/$366.6M)	QoQ -4.83% (-$47.0K) YoY -0.74% (-$6.9K)
(VIGcusip921908844)	4.7K	QoQ 0.00% (-0) YoY -7.82% (-399)	All Managers (Combined)	$911.9K	0.2% ($911.9K/$366.6M)	QoQ -0.93% (-$8.7K) YoY -2.07% (-$19.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	12.7K	QoQ 0.00% (-0) YoY +2.00% (+250)	All Managers (Combined)	$901.2K	0.2% ($901.2K/$366.6M)	QoQ -1.11% (-$10.2K) YoY +13.14% (+$104.7K)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ -2.24% (-25) YoY -3.29% (-37)	All Managers (Combined)	$897.8K	0.2% ($897.8K/$366.6M)	QoQ +4.57% (-$39.3K) YoY +2.67% (-$23.4K)
(cusip464287879)✕	8.9K	QoQ -6.65% (-634) YoY -5.38% (-506)	All Managers (Combined)	$866.4K	0.2% ($866.4K/$366.6M)	QoQ -16.22% (-$167.8K) YoY -10.24% (-$98.9K)
(cusip87283Q305)✕	22.5K	QoQ -75.90% (-70.9K) YoY -81.41% (-98.6K)	All Managers (Combined)	$805.2K	0.2% ($805.2K/$366.6M)	QoQ -78.34% (-$2.9M) YoY -80.66% (-$3.4M)
(cusip921932828)✕	8.2K	QoQ 0.00% (-0) YoY +0.12% (-10)	All Managers (Combined)	$792.9K	0.2% ($792.9K/$366.6M)	QoQ -8.98% (-$78.3K) YoY -4.80% (-$40.0K)