Ritter Daniher Financial Advisory LLC / De
CIK Number: 0001936603
Main Sectors:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 648.29 | +0.41% | 138.3K | +2.46% | 77.71M | 402.3 | 21.20% | Share |
| 2 | DGRO | iShares Core Di... | 66.73 | +0.27% | 585.19K | +3.93% | 36.15M | 49.92 | 9.86% | Share |
| 3 | IEFA | iShares Core MS... | 85.93 | -0.07% | 386.8K | +1.73% | 29.26M | 62.73 | 7.98% | Share |
| 4 | IJH | iShares Core S&... | 65.00 | +0.45% | 484.74K | +3.33% | 28.28M | 48.95 | 7.71% | Share |
| 5 | AVEM | Avantis Emergin... | 71.57 | -0.25% | 447.24K | +12.52% | 26.91M | 53.3 | 7.34% | Share |
| 6 | PYLD | PIMCO ETF Trust... | 26.66 | +0.13% | 814.98K | +91.53% | 21.47M | 26.26 | 5.86% | Share |
| 7 | IJR | iShares Core S&... | 117.79 | +0.35% | 165.07K | -2% | 17.26M | 96.12 | 4.71% | Share |
| 8 | QGRW | Wisdomtree U.S.... | 54.81 | +0.56% | 310.86K | +53.31% | 13.65M | 47.4 | 3.72% | Share |
| 9 | PG | The Procter & G... | 155.96 | -0.12% | 70.69K | -3.14% | 12.05M | 145.34 | 3.29% | Share |
| 10 | JEPI | JPMorgan Equity... | 57.09 | +0.08% | 159.68K | +8.05% | 9.12M | 55.15 | 2.49% | Share |
| 11 | AAPL | Apple Inc. | 229.31 | +0.95% | 38.13K | -0.36% | 8.47M | 139.88 | 2.31% | Share |
| 12 | LCNB | LCNB Corp. | 15.95 | -0.5% | 559.16K | 0.00% | 8.27M | 14.95 | 2.26% | Share |
| 13 | DFIS | Dimensional Int... | 31.10 | -0.13% | 305.34K | +90.81% | 7.89M | 25.17 | 2.15% | Share |
| 14 | JPM | JPMorgan Chase ... | 298.50 | +1.22% | 19.2K | -0.51% | 4.71M | 120.23 | 1.28% | Share |
| 15 | CTAS | Cintas Corporat... | 212.99 | +0.53% | 17.19K | 0.00% | 3.53M | 95.33 | 0.96% | Share |
| 16 | AMZN | Amazon.com, Inc... | 228.71 | +0.34% | 15.19K | +0.70% | 2.89M | 108.55 | 0.79% | Share |
| 17 | VNLA | Janus Henderson... | 49.26 | +0.03% | 53.48K | +100.00% | 2.63M | 49.15 | 0.72% | Share |
| 18 | MSFT | Microsoft Corpo... | 502.04 | -0.44% | 6.46K | -0.87% | 2.42M | 270.38 | 0.66% | Share |
| 19 | JAVA | JPMorgan Active... | 67.82 | +0.40% | 34.46K | -70.42% | 2.19M | 59.66 | 0.60% | Share |
| 20 | IJK | iShares S&P Mid... | 94.92 | +0.71% | 19.27K | -2.32% | 1.6M | 75.38 | 0.44% | Share |
| 21 | BRK-A | Berkshire Hatha... | 738715.00 | +1.24% | 2 | +100.00% | 1.6M | 798441.5 | 0.44% | Share |
| 22 | IWP | iShares Russell... | 141.70 | +0.68% | 13.43K | 0.00% | 1.58M | 79.82 | 0.43% | Share |
| 23 | IJJ | iShares S&P Mid... | 130.12 | +0.22% | 12.85K | -0.6% | 1.54M | 106.43 | 0.42% | Share |
| 24 | AVIV | Avantis Interna... | 65.91 | +0.08% | 26.49K | -52.59% | 1.5M | 52.98 | 0.41% | Share |
| 25 | GOOGL | Alphabet Inc. | 207.14 | -0.65% | 8.58K | -8.07% | 1.33M | 111.3 | 0.36% | Share |
| 26 | COST | Costco Wholesal... | 941.50 | -0.01% | 1.38K | -6.75% | 1.31M | 480.93 | 0.36% | Share |
| 27 | IJT | iShares S&P Sma... | 140.91 | +0.54% | 9.86K | -0.25% | 1.23M | 113.36 | 0.33% | Share |
| 28 | IWR | iShares Russell... | 95.70 | +0.23% | 13.14K | -1.2% | 1.12M | 65.82 | 0.30% | Share |
| 29 | EFG | iShares MSCI EA... | 111.51 | +0.16% | 10.91K | +21.08% | 1.09M | 81.27 | 0.30% | Share |
| 30 | IVOO | Vanguard S&P Mi... | 109.96 | +0.46% | 10.98K | -0.54% | 1.08M | 77.56 | 0.30% | Share |
| 31 | IVW | iShares S&P 500... | 115.42 | +0.58% | 11.65K | -0.25% | 1.08M | 63.53 | 0.30% | Share |
| 32 | SCHX | Schwab U.S. Lar... | 25.56 | +0.43% | 43.25K | -1.65% | 954.95K | 14.93 | 0.26% | Share |
| 33 | EFA | iShares MSCI EA... | 91.90 | -0.11% | 11.44K | +2.23% | 935.15K | 62.17 | 0.26% | Share |
| 34 | VOO | Vanguard S&P 50... | 593.04 | +0.40% | 1.8K | -0.22% | 926.58K | 343.43 | 0.25% | Share |
| 35 | VIG | Vanguard Divide... | 210.71 | +0.42% | 4.7K | 0.00% | 911.95K | 151.5 | 0.25% | Share |
| 36 | NEE | NextEra Energy,... | 74.84 | -0.64% | 12.71K | 0.00% | 901.23K | 77.35 | 0.25% | Share |
| 37 | LLY | Eli Lilly and C... | 736.10 | +5.86% | 1.09K | -2.25% | 897.8K | 367.69 | 0.24% | Share |
| 38 | IJS | iShares S&P Sma... | 109.08 | +0.17% | 8.89K | -6.66% | 866.4K | 94.27 | 0.24% | Share |
| 39 | TGRW | T. Rowe Price G... | 43.83 | +0.48% | 22.51K | -75.91% | 805.19K | 34.7 | 0.22% | Share |
| 40 | VIOO | Vanguard S&P Sm... | 109.15 | +0.34% | 8.22K | 0.00% | 792.93K | 85.48 | 0.22% | Share |
| 41 | IWM | iShares Russell... | 234.27 | +0.82% | 3.54K | +3.23% | 707.19K | 175.21 | 0.19% | Share |
| 42 | TSLA | Tesla, Inc. | 351.67 | +1.46% | 2.63K | -5.49% | 682.37K | 210.73 | 0.19% | Share |
| 43 | GOOG | Alphabet Inc. | 207.95 | -0.58% | 4.35K | -2.6% | 678.98K | 109.57 | 0.19% | Share |
| 44 | VEA | Vanguard Develo... | 58.84 | +0.03% | 13.3K | -2.45% | 676.09K | 41.07 | 0.18% | Share |
| 45 | XOM | Exxon Mobil Cor... | 111.53 | -0.19% | 5.65K | -12.61% | 671.6K | 88.38 | 0.18% | Share |
| 46 | GLD | SPDR Gold Share... | 312.07 | +0.72% | 2.18K | -2.24% | 628.72K | 172.39 | 0.17% | Share |
| 47 | SPY | SPDR S&P 500 ET... | 645.09 | +0.41% | 1.08K | -0.18% | 605.85K | 377.96 | 0.17% | Share |
| 48 | EFV | iShares MSCI EA... | 67.28 | -0.21% | 9K | +29.97% | 530.34K | 45.86 | 0.14% | Share |
| 49 | CVX | Chevron Corpora... | 157.34 | -0.54% | 2.9K | -4.14% | 484.64K | 146.18 | 0.13% | Share |
| 50 | LECO | Lincoln Electri... | 246.29 | +0.19% | 2.5K | -10.71% | 472.9K | 123.36 | 0.13% | Share |
| 51 | IVE | iShares S&P 500... | 202.94 | +0.23% | 2.42K | -22.03% | 461.97K | 133.83 | 0.13% | Share |
| 52 | RCL | Royal Caribbean... | 353.72 | +2.54% | 2.24K | -3.66% | 459.57K | 35.15 | 0.13% | Share |
| 53 | DVY | iShares Select ... | 141.17 | -0.01% | 3.25K | 0.00% | 436.58K | 117.43 | 0.12% | Share |
| 54 | NVDA | NVIDIA Corporat... | 181.70 | +1.05% | 3.99K | +29.43% | 432.35K | 62.21 | 0.12% | Share |
| 55 | FITB | Fifth Third Ban... | 45.00 | +1.44% | 10.9K | 0.00% | 427.36K | 32.45 | 0.12% | Share |
| 56 | VTEB | Vanguard Tax-Ex... | 48.97 | +0.02% | 8.4K | 0.00% | 416.81K | 51.05 | 0.11% | Share |
| 57 | OUNZ | VanEck Merk Gol... | 32.66 | +0.69% | 13.63K | 0.00% | 410.96K | 17.53 | 0.11% | Share |
| 58 | ELV | Elevance Health... | 310.11 | -1.24% | 922 | 0.00% | 401.03K | 473.92 | 0.11% | Share |
| 59 | VTI | Vanguard Total ... | 318.08 | +0.45% | 1.43K | -2.73% | 392.2K | 190.63 | 0.11% | Share |
| 60 | KO | The Coca-Cola C... | 68.73 | -0.28% | 5.26K | 0.00% | 376.44K | 62.61 | 0.10% | Share |
| 61 | BMY | Bristol-Myers S... | 47.20 | +0.14% | 6.06K | +0.83% | 369.81K | 76.87 | 0.10% | Share |
| 62 | PFE | Pfizer Inc. | 24.92 | -0.88% | 14.31K | -7.8% | 362.59K | 52.38 | 0.10% | Share |
| 63 | UNH | UnitedHealth Gr... | 300.42 | -1.46% | 673 | -8.56% | 352.48K | 514.01 | 0.10% | Share |
| 64 | IWD | iShares Russell... | 200.85 | +0.22% | 1.84K | 0.00% | 346.59K | 145.62 | 0.09% | Share |
| 65 | JMST | JPMorgan Ultra-... | 51.03 | +0.05% | 6.81K | -17.33% | 346.19K | 50.65 | 0.09% | Share |
| 66 | DUK | Duke Energy Cor... | 123.25 | +0.11% | 2.68K | +0.07% | 326.43K | 106 | 0.09% | Share |
| 67 | AVGO | Broadcom Inc. | 298.01 | +1.28% | 1.93K | -12.63% | 323.14K | 65.73 | 0.09% | Share |
| 68 | ITOT | iShares Core S&... | 141.30 | +0.46% | 2.58K | +2.38% | 314.96K | 88.2 | 0.09% | Share |
| 69 | META | Meta Platforms,... | 754.10 | +0.11% | 534 | +13.62% | 307.78K | 333.31 | 0.08% | Share |
| 70 | DSI | iShares MSCI KL... | 121.80 | +0.22% | 3K | 0.00% | 307.23K | 71.9 | 0.08% | Share |
| 71 | PHO | Invesco Water R... | 73.38 | +0.22% | 4.41K | 0.00% | 284.6K | 50.42 | 0.08% | Share |
| 72 | NSC | Norfolk Souther... | 276.64 | -0.27% | 1.2K | 0.00% | 284.22K | 227.29 | 0.08% | Share |
| 73 | KR | The Kroger Co. | 68.99 | -1.64% | 4.07K | -19.92% | 275.43K | 46.52 | 0.08% | Share |
| 74 | IBM | International B... | 242.57 | +1.31% | 1.08K | 0.00% | 269.1K | 148.6 | 0.07% | Share |
| 75 | BP | BP p.l.c. | 34.68 | -0.83% | 7.86K | 0.00% | 265.63K | 31.35 | 0.07% | Share |
| 76 | PEP | PepsiCo, Inc. | 147.00 | -0.81% | 1.74K | -15.75% | 260.75K | 167.59 | 0.07% | Share |
| 77 | HD | The Home Depot,... | 407.61 | -0.32% | 694 | -7.34% | 254.34K | 302.16 | 0.07% | Share |
| 78 | RTX | RTX Corporation | 159.58 | +2.12% | 1.92K | -9.44% | 254.19K | 97.82 | 0.07% | Share |
| 79 | IWS | iShares Russell... | 138.31 | +0.05% | 1.99K | 0.00% | 250.43K | 100.01 | 0.07% | Share |
| 80 | VTES | Vanguard Short-... | 101.69 | +0.02% | 2.45K | 0.00% | 246.25K | 101.41 | 0.07% | Share |
| 81 | JHMM | John Hancock Mu... | 63.96 | +0.33% | 4.2K | 0.00% | 240.6K | 42.6 | 0.07% | Share |
| 82 | ISRG | Intuitive Surgi... | 474.26 | +1.24% | 484 | +26.70% | 239.71K | 310.88 | 0.07% | Share |
| 83 | OEF | iShares S&P 100... | 320.28 | +0.41% | 827 | -5.05% | 223.98K | 216.59 | 0.06% | Share |
| 84 | IWF | iShares Russell... | 447.13 | +0.58% | 535 | 0.00% | 193.18K | 221.54 | 0.05% | Share |
| 85 | BAC | Bank of America... | 50.23 | +1.52% | 4.52K | -7.19% | 188.45K | 30.53 | 0.05% | Share |
| 86 | TSM | Taiwan Semicond... | 238.55 | +1.26% | 1.1K | 0.00% | 183.43K | 81.75 | 0.05% | Share |
| 87 | CVSE | Calvert US Sele... | 73.15 | 0.00% | 2.72K | +100.00% | 175.32K | 64.55 | 0.05% | Share |
| 88 | PNC | The PNC Financi... | 203.49 | +1.39% | 995 | 0.00% | 174.89K | 160.17 | 0.05% | Share |
| 89 | NFLX | Netflix, Inc. | 1226.09 | +0.66% | 186 | +3.91% | 173.45K | 393.21 | 0.05% | Share |
| 90 | ABBV | AbbVie Inc. | 208.32 | +0.37% | 825 | -2.94% | 172.85K | 156.18 | 0.05% | Share |
| 91 | PWR | Quanta Services... | 384.04 | +1.51% | 672 | -1.32% | 170.81K | 146.01 | 0.05% | Share |
| 92 | VTIP | Vanguard Short-... | 50.57 | +0.16% | 3.4K | 0.00% | 169.66K | 47.49 | 0.05% | Share |
| 93 | IWB | iShares Russell... | 354.51 | +0.41% | 547 | 0.00% | 167.79K | 291.33 | 0.05% | Share |
| 94 | UBER | Uber Technologi... | 96.56 | +1.47% | 2.24K | -0.58% | 163.21K | 57.35 | 0.04% | Share |
| 95 | V | Visa Inc. | 351.06 | +0.64% | 464 | 0.00% | 162.61K | 260.4 | 0.04% | Share |
| 96 | USB | U.S. Bancorp | 48.58 | +0.86% | 3.67K | -11.99% | 154.95K | 46.04 | 0.04% | Share |
| 97 | EEM | iShares MSCI Em... | 50.22 | -0.25% | 3.47K | 0.00% | 151.64K | 38.07 | 0.04% | Share |
| 98 | JNJ | Johnson & Johns... | 176.50 | -1.07% | 863 | 0.00% | 143.12K | 167.97 | 0.04% | Share |
| 99 | ACWI | iShares MSCI AC... | 133.63 | +0.21% | 1.2K | 0.00% | 139.09K | 101.77 | 0.04% | Share |