RITTER DANIHER FINANCIAL ADVISORY LLC

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$115 Million is the total value of RITTER DANIHER FINANCIAL ADVISORY LLC's 189 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

All

			Value		Shares		↓ Weighting
IVV	New	ISHARES TRcore s&p500 etf	$23,880,000	–	63,614	+100.0%	20.74%	–
DGRO	New	ISHARES TRcore div grwth	$12,811,000	–	285,831	+100.0%	11.13%	–
PG	New	PROCTER AND GAMBLE CO	$10,103,000	–	72,613	+100.0%	8.78%	–
IJH	New	ISHARES TRcore s&p mcp etf	$8,523,000	–	37,084	+100.0%	7.40%	–
LCNB	New	LCNB CORP	$8,228,000	–	560,079	+100.0%	7.15%	–
IEFA	New	ISHARES TRcore msci eafe	$7,607,000	–	110,107	+100.0%	6.61%	–
IJR	New	ISHARES TRcore s&p scp etf	$6,207,000	–	67,536	+100.0%	5.39%	–
AAPL	New	APPLE INC	$4,725,000	–	35,606	+100.0%	4.10%	–
EFA	New	ISHARES TRmsci eafe etf	$3,343,000	–	45,823	+100.0%	2.90%	–
JPM	New	JPMORGAN CHASE & CO	$2,031,000	–	15,987	+100.0%	1.76%	–
AMZN	New	AMAZON COM INC	$1,918,000	–	589	+100.0%	1.67%	–
IWP	New	ISHARES TRrus md cp gr etf	$1,593,000	–	15,522	+100.0%	1.38%	–
CTAS	New	CINTAS CORP	$1,411,000	–	3,991	+100.0%	1.23%	–
NEE	New	NEXTERA ENERGY INC	$1,264,000	–	16,390	+100.0%	1.10%	–
SCHX	New	SCHWAB STRATEGIC TRus lrg cap etf	$1,024,000	–	11,262	+100.0%	0.89%	–
IWR	New	ISHARES TRrus mid cap etf	$949,000	–	13,837	+100.0%	0.82%	–
VEA	New	VANGUARD TAX-MANAGED INTL FDftse dev mkt etf	$844,000	–	17,867	+100.0%	0.73%	–
IWM	New	ISHARES TRrussell 2000 etf	$802,000	–	4,089	+100.0%	0.70%	–
IVOO	New	VANGUARD ADMIRAL FDS INCmidcp 400 idx	$770,000	–	4,951	+100.0%	0.67%	–
MSFT	New	MICROSOFT CORP	$757,000	–	3,402	+100.0%	0.66%	–
VIOO	New	VANGUARD ADMIRAL FDS INCsmllcp 600 idx	$567,000	–	3,377	+100.0%	0.49%	–
SCHF	New	SCHWAB STRATEGIC TRintl eqty etf	$562,000	–	15,597	+100.0%	0.49%	–
IJS	New	ISHARES TRsp smcp600vl etf	$522,000	–	6,426	+100.0%	0.45%	–
VOO	New	VANGUARD INDEX FDS	$512,000	–	1,490	+100.0%	0.44%	–
PFE	New	PFIZER INC	$482,000	–	13,084	+100.0%	0.42%	–
GLD	New	SPDR GOLD TR	$475,000	–	2,662	+100.0%	0.41%	–
VTI	New	VANGUARD INDEX FDStotal stk mkt	$469,000	–	2,411	+100.0%	0.41%	–
GOOG	New	ALPHABET INCcap stk cl c	$459,000	–	262	+100.0%	0.40%	–
SPY	New	SPDR S&P 500 ETF TRtr unit	$450,000	–	1,203	+100.0%	0.39%	–
GOOGL	New	ALPHABET INCcap stk cl a	$450,000	–	257	+100.0%	0.39%	–
TSLA	New	TESLA INC	$392,000	–	555	+100.0%	0.34%	–
BMY	New	BRISTOL-MYERS SQUIBB CO	$389,000	–	6,270	+100.0%	0.34%	–
LECO	New	LINCOLN ELEC HLDGS INC	$349,000	–	3,000	+100.0%	0.30%	–
CVX	New	CHEVRON CORP NEW	$321,000	–	3,801	+100.0%	0.28%	–
COST	New	COSTCO WHSL CORP NEW	$319,000	–	846	+100.0%	0.28%	–
ITOT	New	ISHARES TRcore s&p ttl stk	$315,000	–	3,653	+100.0%	0.27%	–
NSC	New	NORFOLK SOUTHN CORP	$309,000	–	1,300	+100.0%	0.27%	–
OUNZ	New	VANECK MERK GOLD TRgold trust	$304,000	–	16,388	+100.0%	0.26%	–
XOM	New	EXXON MOBIL CORP	$295,000	–	7,167	+100.0%	0.26%	–
INTC	New	INTEL CORP	$284,000	–	5,706	+100.0%	0.25%	–
USB	New	US BANCORP DEL	$276,000	–	5,920	+100.0%	0.24%	–
SCHA	New	SCHWAB STRATEGIC TRus sml cap etf	$269,000	–	3,019	+100.0%	0.23%	–
RTX	New	RAYTHEON TECHNOLOGIES CORP	$266,000	–	3,718	+100.0%	0.23%	–
PEP	New	PEPSICO INC	$265,000	–	1,784	+100.0%	0.23%	–
KO	New	COCA COLA CO	$252,000	–	4,597	+100.0%	0.22%	–
IVW	New	ISHARES TRs&p 500 grwt etf	$251,000	–	3,932	+100.0%	0.22%	–
WPC	New	WP CAREY INC	$227,000	–	3,216	+100.0%	0.20%	–
DSI	New	ISHARES TRmsci kld400 soc	$215,000	–	3,000	+100.0%	0.19%	–
USMV	New	ISHARES TRmsci usa min vol	$213,000	–	3,145	+100.0%	0.18%	–
IWD	New	ISHARES TRrus 1000 val etf	$208,000	–	1,518	+100.0%	0.18%	–
SCHM	New	SCHWAB STRATEGIC TRus mid-cap etf	$191,000	–	2,797	+100.0%	0.17%	–
DIS	New	DISNEY WALT CO	$188,000	–	1,040	+100.0%	0.16%	–
DUK	New	DUKE ENERGY CORP NEW	$185,000	–	2,025	+100.0%	0.16%	–
IJT	New	ISHARES TRs&p sml 600 gwt	$177,000	–	1,552	+100.0%	0.15%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$173,000	–	744	+100.0%	0.15%	–
LULU	New	LULULEMON ATHLETICA INC	$171,000	–	490	+100.0%	0.15%	–
EEM	New	ISHARES TRmsci emg mkt etf	$170,000	–	3,293	+100.0%	0.15%	–
IWS	New	ISHARES TRrus mdcp val etf	$165,000	–	1,700	+100.0%	0.14%	–
IBM	New	INTERNATIONAL BUSINESS MACHS	$149,000	–	1,180	+100.0%	0.13%	–
VIG	New	VANGUARD SPECIALIZED FUNDSdiv app etf	$134,000	–	950	+100.0%	0.12%	–
CSX	New	CSX CORP	$132,000	–	1,450	+100.0%	0.12%	–
TIP	New	ISHARES TRtips bd etf	$129,000	–	1,012	+100.0%	0.11%	–
BSV	New	VANGUARD BD INDEX FDSshort trm bond	$127,000	–	1,530	+100.0%	0.11%	–
SPLV	New	INVESCO EXCH TRADED FD TR IIs&p500 low vol	$124,000	–	2,200	+100.0%	0.11%	–
TSM	New	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$120,000	–	1,105	+100.0%	0.10%	–
JNJ	New	JOHNSON & JOHNSON	$112,000	–	710	+100.0%	0.10%	–
FITB	New	FIFTH THIRD BANCORP	$107,000	–	3,871	+100.0%	0.09%	–
DVY	New	ISHARES TRselect divid etf	$105,000	–	1,096	+100.0%	0.09%	–
AGG	New	ISHARES TRcore us aggbd et	$102,000	–	860	+100.0%	0.09%	–
PNC	New	PNC FINL SVCS GROUP INC	$96,000	–	641	+100.0%	0.08%	–
EFG	New	ISHARES TReafe grwth etf	$86,000	–	850	+100.0%	0.08%	–
IWF	New	ISHARES TRrus 1000 grw etf	$82,000	–	341	+100.0%	0.07%	–
PHO	New	INVESCO EXCHANGE TRADED FD Twater res etf	$81,000	–	1,750	+100.0%	0.07%	–
QQQ	New	INVESCO QQQ TRunit ser 1	$79,000	–	251	+100.0%	0.07%	–
IVE	New	ISHARES TRs&p 500 val etf	$77,000	–	600	+100.0%	0.07%	–
KR	New	KROGER CO	$74,000	–	2,326	+100.0%	0.06%	–
UNH	New	UNITEDHEALTH GROUP INC	$67,000	–	190	+100.0%	0.06%	–
CNI	New	CANADIAN NATL RY CO	$66,000	–	600	+100.0%	0.06%	–
LHX	New	L3HARRIS TECHNOLOGIES INC	$64,000	–	336	+100.0%	0.06%	–
ANTM	New	ANTHEM INC	$65,000	–	202	+100.0%	0.06%	–
ENB	New	ENBRIDGE INC	$65,000	–	2,031	+100.0%	0.06%	–
IJJ	New	ISHARES TRs&p mc 400vl etf	$64,000	–	744	+100.0%	0.06%	–
COP	New	CONOCOPHILLIPS	$61,000	–	1,528	+100.0%	0.05%	–
HD	New	HOME DEPOT INC	$60,000	–	225	+100.0%	0.05%	–
WOR	New	WORTHINGTON INDS INC	$59,000	–	1,151	+100.0%	0.05%	–
CINF	New	CINCINNATI FINL CORP	$59,000	–	680	+100.0%	0.05%	–
IWB	New	ISHARES TRrus 1000 etf	$58,000	–	273	+100.0%	0.05%	–
NFLX	New	NETFLIX INC	$54,000	–	100	+100.0%	0.05%	–
YUM	New	YUM BRANDS INC	$54,000	–	500	+100.0%	0.05%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$51,000	–	220	+100.0%	0.04%	–
RCL	New	ROYAL CARIBBEAN GROUP	$49,000	–	650	+100.0%	0.04%	–
ABBV	New	ABBVIE INC	$49,000	–	458	+100.0%	0.04%	–
LDOS	New	LEIDOS HOLDINGS INC	$50,000	–	476	+100.0%	0.04%	–
SRE	New	SEMPRA ENERGY	$49,000	–	386	+100.0%	0.04%	–
IYH	New	ISHARES TRus hlthcare etf	$47,000	–	190	+100.0%	0.04%	–
SCHG	New	SCHWAB STRATEGIC TRus lcap gr etf	$47,000	–	367	+100.0%	0.04%	–
SBUX	New	STARBUCKS CORP	$46,000	–	431	+100.0%	0.04%	–
VOT	New	VANGUARD INDEX FDSmcap gr idxvip	$42,000	–	200	+100.0%	0.04%	–
SJM	New	SMUCKER J M CO	$38,000	–	331	+100.0%	0.03%	–
HUM	New	HUMANA INC	$37,000	–	90	+100.0%	0.03%	–
SCHD	New	SCHWAB STRATEGIC TRus dividend eq	$34,000	–	526	+100.0%	0.03%	–
ZBH	New	ZIMMER BIOMET HOLDINGS INC	$35,000	–	224	+100.0%	0.03%	–
T	New	AT&T INC	$35,000	–	1,213	+100.0%	0.03%	–
HRL	New	HORMEL FOODS CORP	$33,000	–	700	+100.0%	0.03%	–
MCD	New	MCDONALDS CORP	$33,000	–	155	+100.0%	0.03%	–
SCHV	New	SCHWAB STRATEGIC TRus lcap va etf	$33,000	–	549	+100.0%	0.03%	–
ADP	New	AUTOMATIC DATA PROCESSING IN	$32,000	–	184	+100.0%	0.03%	–
MRK	New	MERCK & CO. INC	$32,000	–	386	+100.0%	0.03%	–
PHYS	New	SPROTT PHYSICAL GOLD TRunit	$31,000	–	2,065	+100.0%	0.03%	–
VTRS	New	VIATRIS INC	$30,000	–	1,620	+100.0%	0.03%	–
YUMC	New	YUM CHINA HLDGS INC	$29,000	–	500	+100.0%	0.02%	–
ALL	New	ALLSTATE CORP	$27,000	–	246	+100.0%	0.02%	–
CLF	New	CLEVELAND-CLIFFS INC NEW	$26,000	–	1,816	+100.0%	0.02%	–
FB	New	FACEBOOK INCcl a	$27,000	–	100	+100.0%	0.02%	–
PSLV	New	SPROTT PHYSICAL SILVER TRtr unit	$22,000	–	2,402	+100.0%	0.02%	–
WMT	New	WALMART INC	$22,000	–	150	+100.0%	0.02%	–
NUE	New	NUCOR CORP	$21,000	–	400	+100.0%	0.02%	–
ISRG	New	INTUITIVE SURGICAL INC	$21,000	–	26	+100.0%	0.02%	–
GE	New	GENERAL ELECTRIC CO	$19,000	–	1,790	+100.0%	0.02%	–
DAL	New	DELTA AIR LINES INC DEL	$18,000	–	460	+100.0%	0.02%	–
VFC	New	V F CORP	$17,000	–	200	+100.0%	0.02%	–
SHY	New	ISHARES TR1 3 yr treas bd	$17,000	–	201	+100.0%	0.02%	–
SCHB	New	SCHWAB STRATEGIC TRus brd mkt etf	$17,000	–	192	+100.0%	0.02%	–
MMM	New	3M CO	$17,000	–	99	+100.0%	0.02%	–
AA	New	ALCOA CORP	$17,000	–	733	+100.0%	0.02%	–
V	New	VISA INC	$16,000	–	74	+100.0%	0.01%	–
AMGN	New	AMGEN INC	$15,000	–	67	+100.0%	0.01%	–
ACWI	New	ISHARES TRmsci acwi etf	$15,000	–	165	+100.0%	0.01%	–
TTD	New	THE TRADE DESK INC	$14,000	–	17	+100.0%	0.01%	–
MA	New	MASTERCARD INCORPORATEDcl a	$14,000	–	40	+100.0%	0.01%	–
XLV	New	SELECT SECTOR SPDR TRsbi healthcare	$12,000	–	109	+100.0%	0.01%	–
ADRE	New	INVESCO BLDRS INDEX FDS TRemgring mkts50	$12,000	–	210	+100.0%	0.01%	–
FDX	New	FEDEX CORP	$12,000	–	45	+100.0%	0.01%	–
OHI	New	OMEGA HEALTHCARE INVS INC	$11,000	–	300	+100.0%	0.01%	–
SLV	New	ISHARES SILVER TRishares	$12,000	–	500	+100.0%	0.01%	–
AFG	New	AMERICAN FINL GROUP INC OHIO	$11,000	–	128	+100.0%	0.01%	–
SCHE	New	SCHWAB STRATEGIC TRemrg mkteq etf	$11,000	–	350	+100.0%	0.01%	–
PFF	New	ISHARES TRpfd and incm sec	$11,000	–	290	+100.0%	0.01%	–
XLU	New	SELECT SECTOR SPDR TRsbi int-utils	$11,000	–	180	+100.0%	0.01%	–
CWI	New	SPDR INDEX SHS FDSmsci acwi exus	$10,000	–	348	+100.0%	0.01%	–
BAC	New	BK OF AMERICA CORP	$10,000	–	319	+100.0%	0.01%	–
SCHO	New	SCHWAB STRATEGIC TRsht tm us tres	$10,000	–	200	+100.0%	0.01%	–
IWN	New	ISHARES TRrus 2000 val etf	$10,000	–	78	+100.0%	0.01%	–
ITA	New	ISHARES TRus aer def etf	$9,000	–	100	+100.0%	0.01%	–
ATVI	New	ACTIVISION BLIZZARD INC	$9,000	–	100	+100.0%	0.01%	–
CM	New	CANADIAN IMP BK COMM	$9,000	–	100	+100.0%	0.01%	–
VZ	New	VERIZON COMMUNICATIONS INC	$8,000	–	129	+100.0%	0.01%	–
PJP	New	INVESCO EXCHANGE TRADED FD Tdynmc phrmctls	$8,000	–	110	+100.0%	0.01%	–
UPS	New	UNITED PARCEL SERVICE INCcl b	$8,000	–	50	+100.0%	0.01%	–
KSS	New	KOHLS CORP	$7,000	–	160	+100.0%	0.01%	–
CSCO	New	CISCO SYS INC	$7,000	–	166	+100.0%	0.01%	–
XT	New	ISHARES TRexponential tech	$7,000	–	125	+100.0%	0.01%	–
EWA	New	ISHARES INCmsci aust etf	$7,000	–	300	+100.0%	0.01%	–
BP	New	BP PLCsponsored adr	$7,000	–	353	+100.0%	0.01%	–
CXP	New	COLUMBIA PPTY TR INC	$7,000	–	500	+100.0%	0.01%	–
ORCL	New	ORACLE CORP	$6,000	–	89	+100.0%	0.01%	–
TXN	New	TEXAS INSTRS INC	$6,000	–	38	+100.0%	0.01%	–
ETR	New	ENTERGY CORP NEW	$5,000	–	55	+100.0%	0.00%	–
SDY	New	SPDR SER TRs&p divid etf	$5,000	–	50	+100.0%	0.00%	–
IBB	New	ISHARES TRnasdaq biotech	$5,000	–	35	+100.0%	0.00%	–
AMT	New	AMERICAN TOWER CORP NEW	$3,000	–	12	+100.0%	0.00%	–
F	New	FORD MTR CO DEL	$3,000	–	285	+100.0%	0.00%	–
LQD	New	ISHARES TRiboxx inv cp etf	$3,000	–	20	+100.0%	0.00%	–
LOW	New	LOWES COS INC	$4,000	–	28	+100.0%	0.00%	–
PII	New	POLARIS INC	$4,000	–	39	+100.0%	0.00%	–
ABT	New	ABBOTT LABS	$3,000	–	30	+100.0%	0.00%	–
VOD	New	VODAFONE GROUP PLC NEWsponsored adr	$3,000	–	163	+100.0%	0.00%	–
CCL	New	CARNIVAL CORPunit 99/99/9999	$4,000	–	200	+100.0%	0.00%	–
HOG	New	HARLEY DAVIDSON INC	$3,000	–	75	+100.0%	0.00%	–
SLYV	New	SPDR SER TRs&p 600 smcp val	$3,000	–	50	+100.0%	0.00%	–
SNY	New	SANOFIsponsored adr	$3,000	–	68	+100.0%	0.00%	–
DE	New	DEERE & CO	$4,000	–	15	+100.0%	0.00%	–
SYY	New	SYSCO CORP	$2,000	–	26	+100.0%	0.00%	–
LMT	New	LOCKHEED MARTIN CORP	$2,000	–	5	+100.0%	0.00%	–
BLK	New	BLACKROCK INC	$2,000	–	3	+100.0%	0.00%	–
WKHS	New	WORKHORSE GROUP INC	$2,000	–	90	+100.0%	0.00%	–
QCOM	New	QUALCOMM INC	$2,000	–	10	+100.0%	0.00%	–
EPR	New	EPR PPTYS	$2,000	–	54	+100.0%	0.00%	–
CNXC	New	CONCENTRIX CORP	$1,000	–	12	+100.0%	0.00%	–
DD	New	DUPONT DE NEMOURS INC	$1,000	–	13	+100.0%	0.00%	–
SNX	New	SYNNEX CORP	$1,000	–	12	+100.0%	0.00%	–
USO	New	UNITED STS OIL FD LPunits	$1,000	–	25	+100.0%	0.00%	–
CTVA	New	CORTEVA INC	$1,000	–	13	+100.0%	0.00%	–
DOW	New	DOW INC	$1,000	–	13	+100.0%	0.00%	–
WAB	New	WABTEC	$1,000	–	7	+100.0%	0.00%	–
SCHZ	New	SCHWAB STRATEGIC TRus aggregate b	$0	–	8	+100.0%	0.00%	–
NBSE	New	NEUBASE THERAPEUTICS INC	$0	–	2	+100.0%	0.00%	–
ENR	New	ENERGIZER HLDGS INC NEW	$0	–	3	+100.0%	0.00%	–
SCHH	New	SCHWAB STRATEGIC TRus reit etf	$0	–	11	+100.0%	0.00%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2021-02-16

Signatures

The EDGAR filing(s) were signed by:

John Ritter — Chief Compliance Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
ISHARES TR	6	Q1 2022	22.2%
ISHARES TR	6	Q1 2022	12.6%
PROCTER AND GAMBLE CO	6	Q1 2022	8.8%
ISHARES TR	6	Q1 2022	7.8%
LCNB CORP	6	Q1 2022	7.8%
ISHARES TR	6	Q1 2022	6.6%
ISHARES TR	6	Q1 2022	5.4%
APPLE INC	6	Q1 2022	4.1%
ISHARES TR	6	Q1 2022	2.9%
JPMORGAN CHASE & CO	6	Q1 2022	1.9%

View RITTER DANIHER FINANCIAL ADVISORY LLC's complete holdings history.

Latest filings

Type	Filed
13F-HR	2022-05-12
13F-HR	2022-02-09
13F-HR	2021-11-05
13F-HR	2021-08-04
13F-HR	2021-05-06
13F-HR	2021-02-16

View RITTER DANIHER FINANCIAL ADVISORY LLC's complete filings history.

All filings

View complete filings history.

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RITTER DANIHER FINANCIAL ADVISORY LLC - Q4 2020 holdings

Original filings

Signatures

Top long-term holdings

Latest filings

All filings