RITTER DANIHER FINANCIAL ADVISORY, LLC 13F Holdings
CIK 02820844 · CINCINNATI, OH
As of Mar 31, 2022, RITTER DANIHER FINANCIAL ADVISORY, LLC reported 242 positions worth
CIK 02820844 · CINCINNATI, OH
As of Mar 31, 2022, RITTER DANIHER FINANCIAL ADVISORY, LLC reported 242 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 69,357 | $31.5K | 21.71% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 337,258 | 8.0K | 12.43% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 76,460 | 1.7K | 8.06% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 40,551 | 0.9K | 7.51% |
| LCNB CORP | LCNB | Financial Services | 561,459 | $9.9K | 6.80% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 135,216 | $9.4K | 6.49% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 57,655 | $6.2K | 4.29% |
| APPLE INC | AAPL | Technology | 34,314 | $6.0K | 4.13% |
| ISHARES MSCI EAFE ETF | EFA | — | 30,728 | $2.3K | 1.56% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 16,457 | $2.2K | 1.55% |
| AMAZON.COM INC | AMZN | Equity | 627 | $2.0K | 1.41% |
| CINTAS CORP | CTAS | Industrials | 4,794 | $2.0K | 1.41% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 16,460 | .7K | 1.14% |
| MICROSOFT CORP | MSFT | Technology | 4,265 | .3K | 0.91% |
| NEXTERA ENERGY INC | NEE | Utilities | 14,429 | .2K | 0.84% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 14,009 | .1K | 0.75% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 19,690 | .1K | 0.73% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 19,904 | .0K | 0.70% |
| PFIZER INC | PFE | Healthcare | 19,394 | .0K | 0.69% |
| VANGUARD S&P MID-CAP 400 INDEX FUND | IVOO | — | 4,978 | $905.0 | 0.62% |
| TESLA INC | TSLA | Consumer Cyclical | 790 | $851.0 | 0.59% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,397 | $804.0 | 0.55% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 14,815 | $712.0 | 0.49% |
| ALPHABET INC | GOOG | Equity | 250 | $698.0 | 0.48% |
| ALPHABET INC | GOOGL | Equity | 249 | $693.0 | 0.48% |