$237 Million is the total value of Ritter Daniher Financial Advisory LLC / DE's 354 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LCNB | LCNB CORP | $8,010,593 | -3.3% | 561,359 | 0.0% | 3.38% | -1.5% | |
| IWP | ISHARES TRrus md cp gr etf | $1,236,057 | -5.5% | 13,531 | 0.0% | 0.52% | -3.7% | |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $934,376 | -4.5% | 11,050 | 0.0% | 0.40% | -2.5% | |
| IWR | ISHARES TRrus mid cap etf | $906,968 | -5.2% | 13,097 | 0.0% | 0.38% | -3.3% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $819,214 | -3.4% | 16,190 | 0.0% | 0.35% | -1.4% | |
| NEE | NEXTERA ENERGY INC | $755,374 | -22.8% | 13,185 | 0.0% | 0.32% | -21.2% | |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $717,205 | -4.9% | 8,206 | 0.0% | 0.30% | -2.9% | |
| EFV | ISHARES TReafe value etf | $649,399 | -0.0% | 13,272 | 0.0% | 0.27% | +1.9% | |
| GOOG | ALPHABET INCcap stk cl c | $576,185 | +9.0% | 4,370 | 0.0% | 0.24% | +11.0% | |
| LECO | LINCOLN ELEC HLDGS INC | $527,191 | -8.5% | 2,900 | 0.0% | 0.22% | -6.7% | |
| IVE | ISHARES TRs&p 500 val etf | $513,099 | -4.5% | 3,332 | 0.0% | 0.22% | -2.3% | |
| GLD | SPDR GOLD TR | $361,074 | -3.8% | 2,106 | 0.0% | 0.15% | -1.9% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $354,359 | -9.2% | 6,105 | 0.0% | 0.15% | -7.4% | |
| RCL | ROYAL CARIBBEAN GROUP | $286,740 | -11.2% | 3,112 | 0.0% | 0.12% | -9.7% | |
| IWD | ISHARES TRrus 1000 val etf | $270,744 | -3.8% | 1,783 | 0.0% | 0.11% | -2.6% | |
| FITB | FIFTH THIRD BANCORP | $265,130 | -3.4% | 10,467 | 0.0% | 0.11% | -1.8% | |
| DSI | ISHARES TRmsci kld400 soc | $244,230 | -3.3% | 3,000 | 0.0% | 0.10% | -1.9% | |
| OUNZ | VANECK MERK GOLD TRgold trust | $243,931 | -3.8% | 13,635 | 0.0% | 0.10% | -1.9% | |
| NSC | NORFOLK SOUTHN CORP | $236,316 | -13.2% | 1,200 | 0.0% | 0.10% | -11.5% | |
| LIT | GLOBAL X FDSlithium btry etf | $236,404 | -15.1% | 4,285 | 0.0% | 0.10% | -13.0% | |
| IWS | ISHARES TRrus mdcp val etf | $207,428 | -5.0% | 1,988 | 0.0% | 0.09% | -2.2% | |
| RTX | RTX CORPORATION | $188,922 | -26.5% | 2,625 | 0.0% | 0.08% | -24.5% | |
| USB | US BANCORP DEL | $180,839 | +0.1% | 5,470 | 0.0% | 0.08% | +1.3% | |
| DIMENSIONAL ETF TRUSTus mktwide value | $170,100 | -1.4% | 5,000 | 0.0% | 0.07% | +1.4% | ||
| IBM | INTERNATIONAL BUSINESS MACHS | $137,523 | +4.8% | 980 | 0.0% | 0.06% | +7.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $137,517 | -3.3% | 517 | 0.0% | 0.06% | -1.7% | |
| CSX | CSX CORP | $133,763 | -9.8% | 4,350 | 0.0% | 0.06% | -8.2% | |
| MCD | MCDONALDS CORP | $133,038 | -11.7% | 505 | 0.0% | 0.06% | -9.7% | |
| EEM | ISHARES TRmsci emg mkt etf | $131,687 | -4.1% | 3,470 | 0.0% | 0.06% | -1.8% | |
| SPHB | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $119,521 | -8.2% | 1,705 | 0.0% | 0.05% | -7.4% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $118,644 | -4.7% | 1,753 | 0.0% | 0.05% | -3.8% | |
| ADBE | ADOBE INC | $115,238 | +4.3% | 226 | 0.0% | 0.05% | +6.5% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $116,899 | -3.0% | 326 | 0.0% | 0.05% | -2.0% | |
| DVY | ISHARES TRselect divid etf | $115,273 | -5.0% | 1,071 | 0.0% | 0.05% | -2.0% | |
| INTC | INTEL CORP | $114,329 | +6.3% | 3,216 | 0.0% | 0.05% | +6.7% | |
| ABBV | ABBVIE INC | $112,988 | +10.6% | 758 | 0.0% | 0.05% | +14.3% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $110,229 | -4.2% | 2,100 | 0.0% | 0.05% | -2.1% | |
| EFAV | ISHARES TRmsci eafe min vl | $109,896 | -3.4% | 1,685 | 0.0% | 0.05% | -2.1% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $106,200 | -3.9% | 1,000 | 0.0% | 0.04% | -2.2% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $96,025 | -13.9% | 1,105 | 0.0% | 0.04% | -10.9% | |
| IT | GARTNER INC | $88,995 | -1.9% | 259 | 0.0% | 0.04% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $89,285 | -3.1% | 445 | 0.0% | 0.04% | 0.0% | |
| ANTM | ELEVANCE HEALTH INC | $87,955 | -2.0% | 202 | 0.0% | 0.04% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $86,913 | -0.5% | 283 | 0.0% | 0.04% | +2.8% | |
| WMT | WALMART INC | $80,925 | +1.7% | 506 | 0.0% | 0.03% | +3.0% | |
| COP | CONOCOPHILLIPS | $77,870 | +15.6% | 650 | 0.0% | 0.03% | +17.9% | |
| MCK | MCKESSON CORP | $75,664 | +1.8% | 174 | 0.0% | 0.03% | +3.2% | |
| WOR | WORTHINGTON INDS INC | $71,144 | -11.0% | 1,151 | 0.0% | 0.03% | -9.1% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $69,312 | -1.5% | 1,517 | 0.0% | 0.03% | 0.0% | |
| DE | DEERE & CO | $65,287 | -6.9% | 173 | 0.0% | 0.03% | -3.4% | |
| SBUX | STARBUCKS CORP | $63,251 | -7.9% | 693 | 0.0% | 0.03% | -3.6% | |
| CNI | CANADIAN NATL RY CO | $64,998 | -10.5% | 600 | 0.0% | 0.03% | -10.0% | |
| NUE | NUCOR CORP | $62,540 | -4.7% | 400 | 0.0% | 0.03% | -3.7% | |
| IEMG | ISHARES INCcore msci emkt | $61,963 | -3.4% | 1,302 | 0.0% | 0.03% | -3.7% | |
| IWB | ISHARES TRrus 1000 etf | $60,372 | -3.6% | 257 | 0.0% | 0.02% | -3.8% | |
| DD | DUPONT DE NEMOURS INC | $58,255 | +4.4% | 781 | 0.0% | 0.02% | +8.7% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $55,737 | -3.4% | 2,475 | 0.0% | 0.02% | 0.0% | ||
| TMO | THERMO FISHER SCIENTIFIC INC | $56,185 | -3.0% | 111 | 0.0% | 0.02% | 0.0% | |
| ASML | ASML HOLDING N V | $55,923 | -18.8% | 95 | 0.0% | 0.02% | -17.2% | |
| URI | UNITED RENTALS INC | $55,572 | -0.2% | 125 | 0.0% | 0.02% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $54,205 | -3.5% | 5,212 | 0.0% | 0.02% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $55,433 | -8.2% | 273 | 0.0% | 0.02% | -8.0% | |
| LNG | CHENIERE ENERGY INC | $49,623 | +8.9% | 299 | 0.0% | 0.02% | +10.5% | |
| MRK | MERCK & CO INC | $50,652 | -10.8% | 492 | 0.0% | 0.02% | -12.5% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $46,980 | -9.8% | 2,000 | 0.0% | 0.02% | -9.1% | |
| AXP | AMERICAN EXPRESS CO | $48,487 | -14.4% | 325 | 0.0% | 0.02% | -13.0% | |
| CMA | COMERICA INC | $46,204 | -1.9% | 1,112 | 0.0% | 0.02% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $47,732 | +14.5% | 58 | 0.0% | 0.02% | +17.6% | |
| CINF | CINCINNATI FINL CORP | $43,985 | +5.1% | 430 | 0.0% | 0.02% | +11.8% | |
| LDOS | LEIDOS HOLDINGS INC | $43,869 | +4.2% | 476 | 0.0% | 0.02% | +11.8% | |
| ENB | ENBRIDGE INC | $41,892 | -9.7% | 1,249 | 0.0% | 0.02% | -5.3% | |
| HUM | HUMANA INC | $43,787 | +8.8% | 90 | 0.0% | 0.02% | +5.9% | |
| IYH | ISHARES TRus hlthcare etf | $41,321 | -3.6% | 153 | 0.0% | 0.02% | -5.6% | |
| DOW | DOW INC | $40,114 | -3.2% | 778 | 0.0% | 0.02% | 0.0% | |
| CTVA | CORTEVA INC | $39,905 | -10.7% | 780 | 0.0% | 0.02% | -10.5% | |
| V | VISA INC | $41,172 | -3.1% | 179 | 0.0% | 0.02% | -5.6% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $38,954 | -5.3% | 200 | 0.0% | 0.02% | -5.9% | |
| IVOG | VANGUARD ADMIRAL FDS INCmidcp 400 grth | $37,023 | -3.4% | 410 | 0.0% | 0.02% | 0.0% | |
| J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $36,371 | -3.0% | 775 | 0.0% | 0.02% | -6.2% | ||
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $29,307 | -3.0% | 403 | 0.0% | 0.01% | -7.7% | |
| WPC | WP CAREY INC | $29,366 | -20.0% | 543 | 0.0% | 0.01% | -20.0% | |
| GENERAL ELECTRIC CO | $28,547 | +0.6% | 258 | 0.0% | 0.01% | 0.0% | ||
| TIP | ISHARES TRtips bd etf | $25,051 | -3.6% | 242 | 0.0% | 0.01% | 0.0% | |
| LOW | LOWES COS INC | $26,604 | -7.9% | 128 | 0.0% | 0.01% | -8.3% | |
| MDLZ | MONDELEZ INTL INCcl a | $26,164 | -4.9% | 377 | 0.0% | 0.01% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $26,816 | -3.9% | 416 | 0.0% | 0.01% | -8.3% | |
| TGT | TARGET CORP | $24,879 | -16.2% | 225 | 0.0% | 0.01% | -8.3% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $25,138 | -22.9% | 224 | 0.0% | 0.01% | -21.4% | |
| AON | AON PLC | $22,696 | -6.1% | 70 | 0.0% | 0.01% | 0.0% | |
| SO | SOUTHERN CO | $22,652 | -7.9% | 350 | 0.0% | 0.01% | 0.0% | |
| PJP | INVESCO EXCHANGE TRADED FD Tpharmaceuticals | $24,171 | -4.3% | 334 | 0.0% | 0.01% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $22,997 | -2.6% | 325 | 0.0% | 0.01% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $21,946 | +4.1% | 253 | 0.0% | 0.01% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $21,383 | -5.4% | 250 | 0.0% | 0.01% | 0.0% | |
| ORI | OLD REP INTL CORP | $20,205 | +7.0% | 750 | 0.0% | 0.01% | +12.5% | |
| AA | ALCOA CORP | $21,301 | -14.4% | 733 | 0.0% | 0.01% | -10.0% | |
| UNP | UNION PAC CORP | $18,327 | -0.5% | 90 | 0.0% | 0.01% | 0.0% | |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $18,475 | -5.0% | 259 | 0.0% | 0.01% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $15,587 | -13.0% | 100 | 0.0% | 0.01% | 0.0% | |
| MMM | 3M CO | $16,384 | -6.5% | 175 | 0.0% | 0.01% | 0.0% | |
| GPC | GENUINE PARTS CO | $17,470 | -14.7% | 121 | 0.0% | 0.01% | -12.5% | |
| RY | ROYAL BK CDA | $17,488 | -8.4% | 200 | 0.0% | 0.01% | -12.5% | |
| USMV | ISHARES TRmsci usa min vol | $13,318 | -2.6% | 184 | 0.0% | 0.01% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $14,033 | -3.0% | 109 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLCsponsored adr | $13,669 | +9.7% | 353 | 0.0% | 0.01% | +20.0% | |
| CLX | CLOROX CO DEL | $13,106 | -17.6% | 100 | 0.0% | 0.01% | -14.3% | |
| LAND | GLADSTONE LD CORP | $15,141 | -12.5% | 1,064 | 0.0% | 0.01% | -14.3% | |
| ATLASSIAN CORPORATIONcl a | $12,091 | +20.1% | 60 | 0.0% | 0.01% | +25.0% | ||
| CARR | CARRIER GLOBAL CORPORATION | $11,040 | +11.0% | 200 | 0.0% | 0.01% | +25.0% | |
| ANET | ARISTA NETWORKS INC | $12,876 | +13.5% | 70 | 0.0% | 0.01% | 0.0% | |
| NKE | NIKE INCcl b | $11,953 | -13.4% | 125 | 0.0% | 0.01% | -16.7% | |
| RNRG | GLOBAL X FDSrenewable energy | $12,840 | -16.6% | 1,284 | 0.0% | 0.01% | -16.7% | |
| IYC | ISHARES TRus consum discre | $12,721 | -5.9% | 190 | 0.0% | 0.01% | -16.7% | |
| CL | COLGATE PALMOLIVE CO | $10,667 | -7.7% | 150 | 0.0% | 0.01% | 0.0% | |
| HRL | HORMEL FOODS CORP | $11,409 | -5.4% | 300 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $10,062 | -12.1% | 66 | 0.0% | 0.00% | -20.0% | |
| IWN | ISHARES TRrus 2000 val etf | $10,589 | -3.7% | 78 | 0.0% | 0.00% | -20.0% | |
| CC | CHEMOURS CO | $9,678 | -24.0% | 345 | 0.0% | 0.00% | -20.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $9,027 | -10.7% | 120 | 0.0% | 0.00% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $9,950 | +2.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $10,144 | +7.0% | 8 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $10,541 | -6.7% | 1,166 | 0.0% | 0.00% | -20.0% | |
| ITA | ISHARES TRus aer def etf | $10,597 | -9.2% | 100 | 0.0% | 0.00% | -20.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $10,608 | -9.9% | 180 | 0.0% | 0.00% | -20.0% | |
| WD | WALKER & DUNLOP INC | $9,652 | -6.1% | 130 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $9,363 | +11.1% | 100 | 0.0% | 0.00% | +33.3% | |
| PLD | PROLOGIS INC. | $8,304 | -8.5% | 74 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $9,229 | -11.1% | 53 | 0.0% | 0.00% | 0.0% | |
| VICI | VICI PPTYS INC | $9,603 | -7.4% | 330 | 0.0% | 0.00% | 0.0% | |
| SCHN | SCHNITZER STEEL INDS INCcl a | $8,355 | -7.1% | 300 | 0.0% | 0.00% | 0.0% | |
| EWA | ISHARES INCmsci aust etf | $6,453 | -4.6% | 300 | 0.0% | 0.00% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $6,143 | -1.3% | 18 | 0.0% | 0.00% | 0.0% | |
| CM | CANADIAN IMPERIAL BK COMM TO | $7,722 | -9.5% | 200 | 0.0% | 0.00% | -25.0% | |
| CVS | CVS HEALTH CORP | $6,988 | +1.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GLOBAL X FDSsolar etf | $7,844 | -27.1% | 581 | 0.0% | 0.00% | -25.0% | ||
| DTE | DTE ENERGY CO | $6,927 | -9.8% | 70 | 0.0% | 0.00% | 0.0% | |
| XT | ISHARES TRexponential tech | $6,527 | -6.1% | 125 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $6,034 | -13.2% | 119 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $6,538 | -4.3% | 160 | 0.0% | 0.00% | 0.0% | |
| GE HEALTHCARE TECHNOLOGIES I | $5,648 | -16.3% | 83 | 0.0% | 0.00% | -33.3% | ||
| WARNER BROS DISCOVERY INC | $5,908 | -13.4% | 544 | 0.0% | 0.00% | -33.3% | ||
| ETR | ENTERGY CORP NEW | $5,088 | -5.0% | 55 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $5,488 | -27.1% | 400 | 0.0% | 0.00% | -33.3% | |
| PAVE | GLOBAL X FDSus infr dev etf | $3,798 | -3.3% | 125 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $3,791 | -19.6% | 41 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SER TRs&p divid etf | $4,486 | -6.2% | 39 | 0.0% | 0.00% | 0.0% | |
| BW | BABCOCK & WILCOX ENTERPRISES | $4,210 | -28.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| GXTG | GLOBAL X FDSthmatc gwt etf | $4,465 | -11.9% | 190 | 0.0% | 0.00% | 0.0% | |
| NU HLDGS LTD | $3,625 | -8.1% | 500 | 0.0% | 0.00% | 0.0% | ||
| DBC | INVESCO DB COMMDY INDX TRCKunit | $4,992 | +10.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FBMS | FIRST BANCSHARES INC MS | $5,448 | +4.4% | 202 | 0.0% | 0.00% | 0.0% | |
| IGRO | ISHARES TRintl div grwth | $1,305 | -4.4% | 22 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $2,044 | +11.5% | 4 | 0.0% | 0.00% | 0.0% | |
| URA | GLOBAL X FDSglobal x uranium | $2,596 | +24.6% | 96 | 0.0% | 0.00% | 0.0% | |
| FINX | GLOBAL X FDSfintech etf | $2,619 | -8.7% | 130 | 0.0% | 0.00% | 0.0% | |
| EDOC | GLOBAL X FDStelmdc&dig etf | $1,836 | -21.1% | 200 | 0.0% | 0.00% | 0.0% | |
| CTEC | GLOBAL X FDScleantech etf | $1,335 | -25.6% | 122 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $3,166 | -9.4% | 58 | 0.0% | 0.00% | 0.0% | |
| AQWA | GLOBAL X FDSclean wtr etf | $2,519 | -7.7% | 177 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $2,041 | +7.8% | 30 | 0.0% | 0.00% | 0.0% | |
| OHI | OMEGA HEALTHCARE INVS INC | $3,316 | +8.0% | 100 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $2,770 | -13.7% | 62 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $1,800 | +6.8% | 34 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE INC | $2,637 | -4.0% | 13 | 0.0% | 0.00% | 0.0% | |
| SNX | TD SYNNEX CORPORATION | $1,199 | +6.3% | 12 | 0.0% | 0.00% | – | |
| ELY | TOPGOLF CALLAWAY BRANDS CORP | $1,384 | -30.3% | 100 | 0.0% | 0.00% | 0.0% | |
| SAM | BOSTON BEER INCcl a | $3,117 | +26.3% | 8 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $1,546 | +0.3% | 163 | 0.0% | 0.00% | 0.0% | |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,313 | -13.0% | 63 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $2,906 | -11.2% | 30 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $1,421 | -18.3% | 51 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK ETF TRautnmus technlgy | $1,889 | -6.9% | 36 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES TRishares semicdtr | $2,842 | -6.6% | 6 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $410 | -8.5% | 23 | 0.0% | 0.00% | – | |
| CNXC | CONCENTRIX CORP | $962 | -0.7% | 12 | 0.0% | 0.00% | – | |
| AOR | ISHARES TRgrwt allocat etf | $248 | -3.9% | 5 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TRinnovation etf | $1,032 | -10.1% | 26 | 0.0% | 0.00% | – | |
| IYZ | ISHARES TR | $363 | -3.5% | 17 | 0.0% | 0.00% | – | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $67 | -4.3% | 1 | 0.0% | 0.00% | – | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $58 | -6.5% | 1 | 0.0% | 0.00% | – | |
| TIDAL ETF TRunlimited hfnd | $1,114 | -1.9% | 55 | 0.0% | 0.00% | – | ||
| TFI | SPDR SER TRnuveen blmbrg mu | $525 | -5.2% | 12 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $671 | -1.2% | 68 | 0.0% | 0.00% | – | |
| DHR | DANAHER CORPORATION | $497 | +3.5% | 2 | 0.0% | 0.00% | – | |
| PXD | PIONEER NAT RES CO | $919 | +10.9% | 4 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $638 | -3.2% | 6 | 0.0% | 0.00% | – | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $468 | +22.2% | 128 | 0.0% | 0.00% | – | |
| PYPL | PAYPAL HLDGS INC | $585 | -12.4% | 10 | 0.0% | 0.00% | – | |
| ICLN | ISHARES TRgl clean ene etf | $731 | -20.5% | 50 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $208 | -16.1% | 22 | 0.0% | 0.00% | – | ||
| GME | GAMESTOP CORP NEWcl a | $198 | -32.0% | 12 | 0.0% | 0.00% | – | |
| GNOM | GLOBAL X FDSgenomic biotech | $804 | -16.1% | 79 | 0.0% | 0.00% | – | |
| GLOBAL X FDSgreen buildng et | $1,023 | -2.0% | 50 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q3 2023 | 23.4% |
| ISHARES TR | 6 | Q3 2023 | 11.7% |
| ISHARES TR | 6 | Q3 2023 | 9.3% |
| ISHARES TR | 6 | Q3 2023 | 8.7% |
| PROCTER AND GAMBLE CO | 6 | Q3 2023 | 7.9% |
| ISHARES TR | 6 | Q3 2023 | 6.2% |
| LCNB CORP | 6 | Q3 2023 | 6.4% |
| AMERICAN CENTY ETF TR | 6 | Q3 2023 | 7.1% |
| J P MORGAN EXCHANGE TRADED F | 6 | Q3 2023 | 7.5% |
| APPLE INC | 6 | Q3 2023 | 3.5% |
View Ritter Daniher Financial Advisory LLC / DE's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
View Ritter Daniher Financial Advisory LLC / DE'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.