$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.