Ritter Daniher Financial Advisory LLC / De
CIK Number: 0001936603
366.63M
Market Value
305
# of Holdings
9 months
Avg. Holding Period
37.89%
Win Rate
48.84%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 599.72 | -1.12% | 134.98K | +4.49% | 79.46M | 398.38 | 22.43% |
| 2 | DGRO | iShares Core Di... | 62.78 | -1.05% | 563.09K | +6.06% | 34.54M | 49.45 | 9.75% |
| 3 | IJH | iShares Core S&... | 60.25 | -1.54% | 469.11K | +3.07% | 29.23M | 48.64 | 8.25% |
| 4 | IEFA | iShares Core MS... | 83.03 | -1.26% | 380.23K | +0.56% | 26.72M | 62.5 | 7.54% |
| 5 | AVEM | Avantis Emergin... | 67.16 | -1.39% | 397.48K | +12.12% | 23.37M | 52.44 | 6.60% |
| 6 | IJR | iShares Core S&... | 106.31 | -1.93% | 168.44K | -5.53% | 19.41M | 96.12 | 5.48% |
| 7 | PG | The Procter & G... | 160.25 | -1.79% | 72.98K | +6.97% | 12.23M | 145.34 | 3.45% |
| 8 | PYLD | PIMCO ETF Trust... | 26.21 | -0.31% | 425.5K | +193.88% | 11.03M | 26.17 | 3.11% |
| 9 | QGRW | Wisdomtree U.S.... | 49.98 | -1.51% | 202.77K | +100.00% | 9.99M | 49.26 | 2.82% |
| 10 | AAPL | Apple Inc. | 196.25 | -1.48% | 38.27K | +1.68% | 9.58M | 139.88 | 2.71% |
| 11 | JEPI | JPMorgan Equity... | 56.01 | -0.76% | 147.79K | +2.35% | 8.5M | 54.99 | 2.40% |
| 12 | LCNB | LCNB Corp. | 14.14 | -3.08% | 559.16K | 0.00% | 8.46M | 14.95 | 2.39% |
| 13 | JAVA | JPMorgan Active... | 63.84 | -0.92% | 116.51K | -51.41% | 7.38M | 59.66 | 2.08% |
| 14 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 19.3K | -1.38% | 4.63M | 120.23 | 1.31% |
| 15 | DFIS | Dimensional Int... | 29.31 | -1.28% | 160.03K | +100.00% | 3.93M | 24.56 | 1.11% |
| 16 | TGRW | T. Rowe Price G... | 39.95 | -1.45% | 93.42K | -56.08% | 3.72M | 34.7 | 1.05% |
| 17 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 15.08K | +1.43% | 3.31M | 107.98 | 0.93% |
| 18 | CTAS | Cintas Corporat... | 221.96 | -0.72% | 17.19K | +1.23% | 3.14M | 95.33 | 0.89% |
| 19 | AVIV | Avantis Interna... | 62.37 | -0.75% | 55.86K | -45.71% | 2.9M | 52.98 | 0.82% |
| 20 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 6.52K | +4.34% | 2.75M | 270.38 | 0.78% |
| 21 | IJK | iShares S&P Mid... | 87.99 | -1.68% | 19.72K | -0.79% | 1.79M | 75.38 | 0.51% |
| 22 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 9.33K | +3.30% | 1.77M | 111.3 | 0.50% |
| 23 | IWP | iShares Russell... | 133.39 | -1.29% | 13.43K | -0.17% | 1.7M | 79.82 | 0.48% |
| 24 | IJJ | iShares S&P Mid... | 120.57 | -1.42% | 12.92K | -3.38% | 1.61M | 106.43 | 0.46% |
| 25 | COST | Costco Wholesal... | 990.08 | -1.26% | 1.48K | -1.86% | 1.36M | 480.93 | 0.38% |
| 26 | IJT | iShares S&P Sma... | 128.90 | -1.83% | 9.89K | -3.47% | 1.34M | 113.36 | 0.38% |
| 27 | IVW | iShares S&P 500... | 105.11 | -1.22% | 11.68K | -1.97% | 1.19M | 63.53 | 0.33% |
| 28 | IWR | iShares Russell... | 89.28 | -1.29% | 13.3K | -0.98% | 1.18M | 65.82 | 0.33% |
| 29 | IVOO | Vanguard S&P Mi... | 102.00 | -1.53% | 11.04K | -0.25% | 1.16M | 77.56 | 0.33% |
| 30 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 2.79K | -4.95% | 1.13M | 210.73 | 0.32% |
| 31 | IJS | iShares S&P Sma... | 97.04 | -1.95% | 9.52K | -2.52% | 1.03M | 94.27 | 0.29% |
| 32 | SCHX | Schwab U.S. Lar... | 23.61 | -1.21% | 43.98K | +200.10% | 1.02M | 14.93 | 0.29% |
| 33 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 1.81K | -5.24% | 973.63K | 343.43 | 0.27% |
| 34 | VIG | Vanguard Divide... | 200.24 | -1.18% | 4.7K | -4.61% | 920.6K | 151.5 | 0.26% |
| 35 | NEE | NextEra Energy,... | 74.75 | +1.24% | 12.71K | +2.01% | 911.4K | 77.35 | 0.26% |
| 36 | EFG | iShares MSCI EA... | 110.38 | -1.42% | 9.01K | -0.45% | 872.83K | 77.32 | 0.25% |
| 37 | VIOO | Vanguard S&P Sm... | 98.13 | -1.96% | 8.22K | 0.00% | 871.23K | 85.48 | 0.25% |
| 38 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 1.11K | -1.07% | 858.49K | 367.69 | 0.24% |
| 39 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 4.46K | +2.27% | 849.74K | 109.57 | 0.24% |
| 40 | EFA | iShares MSCI EA... | 89.23 | -1.28% | 11.19K | -0.54% | 846.23K | 61.73 | 0.24% |
| 41 | IWM | iShares Russell... | 208.90 | -1.82% | 3.43K | +5.96% | 758.78K | 174.42 | 0.21% |
| 42 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 6.46K | +1.24% | 695.12K | 88.38 | 0.20% |
| 43 | VEA | Vanguard Develo... | 56.17 | -1.21% | 13.63K | -1.72% | 652.03K | 41.07 | 0.18% |
| 44 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 1.08K | -2.25% | 635.91K | 377.96 | 0.18% |
| 45 | IVE | iShares S&P 500... | 191.02 | -0.95% | 3.11K | 0.00% | 593.45K | 133.83 | 0.17% |
| 46 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 2.23K | -0.31% | 540.43K | 172.39 | 0.15% |
| 47 | RCL | Royal Caribbean... | 258.15 | -2.85% | 2.32K | -16.23% | 535.66K | 35.15 | 0.15% |
| 48 | LECO | Lincoln Electri... | 201.24 | -1.53% | 2.8K | -3.45% | 524.92K | 123.36 | 0.15% |
| 49 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 2.21K | -16.64% | 512.13K | 65.73 | 0.14% |
| 50 | FITB | Fifth Third Ban... | 37.97 | -2.59% | 10.9K | -0.14% | 460.94K | 32.45 | 0.13% |
| 51 | CVX | Chevron Corpora... | 145.87 | +0.62% | 3.02K | +4.31% | 437.71K | 146.18 | 0.12% |
| 52 | DVY | iShares Select ... | 131.22 | -1.06% | 3.25K | 0.00% | 426.82K | 117.43 | 0.12% |
| 53 | VTI | Vanguard Total ... | 293.55 | -1.19% | 1.47K | -2.33% | 425.15K | 190.63 | 0.12% |
| 54 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.25% | 8.4K | 0.00% | 421.09K | 51.05 | 0.12% |
| 55 | JMST | JPMorgan Ultra-... | 50.81 | +0.02% | 8.23K | 0.00% | 417.6K | 50.65 | 0.12% |
| 56 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 3.08K | -62.79% | 413.91K | 48.62 | 0.12% |
| 57 | PFE | Pfizer Inc. | 24.52 | -1.29% | 15.52K | 0.00% | 411.72K | 52.38 | 0.12% |
| 58 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 736 | -0.94% | 372.32K | 514.01 | 0.11% |
| 59 | EFV | iShares MSCI EA... | 63.86 | -1.22% | 6.92K | 0.00% | 363.25K | 41.94 | 0.10% |
| 60 | OUNZ | VanEck Merk Gol... | 33.09 | +1.33% | 13.63K | 0.00% | 344.97K | 17.53 | 0.10% |
| 61 | IWD | iShares Russell... | 189.82 | -1% | 1.84K | 0.00% | 341.01K | 145.62 | 0.10% |
| 62 | ELV | Elevance Health... | 384.66 | -0.4% | 922 | 0.00% | 340.13K | 473.92 | 0.10% |
| 63 | BMY | Bristol-Myers S... | 49.73 | -1.89% | 6.01K | 0.00% | 340.12K | 77 | 0.10% |
| 64 | DSI | iShares MSCI KL... | 112.13 | -1.41% | 3K | 0.00% | 330.75K | 71.9 | 0.09% |
| 65 | KO | The Coca-Cola C... | 70.99 | -1.73% | 5.26K | +8.24% | 327.24K | 62.61 | 0.09% |
| 66 | ITOT | iShares Core S&... | 130.30 | -1.21% | 2.52K | +0.36% | 324.21K | 87.39 | 0.09% |
| 67 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 2.06K | 0.00% | 313.85K | 167.59 | 0.09% |
| 68 | KR | The Kroger Co. | 65.55 | +0.75% | 5.08K | -4.69% | 310.7K | 46.52 | 0.09% |
| 69 | HD | The Home Depot,... | 354.54 | -2.37% | 749 | +8.55% | 291.35K | 302.16 | 0.08% |
| 70 | PHO | Invesco Water R... | 68.37 | -1.5% | 4.41K | 0.00% | 290.2K | 50.42 | 0.08% |
| 71 | DUK | Duke Energy Cor... | 116.82 | -0.39% | 2.67K | +0.07% | 288.11K | 105.99 | 0.08% |
| 72 | NSC | Norfolk Souther... | 248.56 | -1.16% | 1.2K | 0.00% | 281.64K | 227.29 | 0.08% |
| 73 | META | Meta Platforms,... | 682.74 | -1.53% | 470 | 0.00% | 275.19K | 300.21 | 0.08% |
| 74 | IWS | iShares Russell... | 128.66 | -1.3% | 1.99K | 0.00% | 257.13K | 100.01 | 0.07% |
| 75 | OEF | iShares S&P 100... | 292.93 | -1.22% | 871 | 0.00% | 251.59K | 216.59 | 0.07% |
| 76 | JHMM | John Hancock Mu... | 59.28 | -1.38% | 4.2K | 0.00% | 250.81K | 42.6 | 0.07% |
| 77 | VTES | Vanguard Short-... | 100.48 | -0.1% | 2.45K | 0.00% | 245.61K | 101.41 | 0.07% |
| 78 | RTX | RTX Corporation | 145.67 | +3.33% | 2.12K | +9.57% | 245.21K | 97.82 | 0.07% |
| 79 | IBM | International B... | 277.18 | -1.37% | 1.08K | +10.41% | 237.9K | 148.6 | 0.07% |
| 80 | BP | BP p.l.c. | 31.73 | +2.60% | 7.86K | -49.36% | 232.37K | 31.35 | 0.07% |
| 81 | TSM | Taiwan Semicond... | 211.10 | -2.01% | 1.1K | 0.00% | 218.23K | 81.75 | 0.06% |
| 82 | PWR | Quanta Services... | 358.12 | -0.15% | 681 | -15.19% | 215.23K | 146.02 | 0.06% |
| 83 | IWF | iShares Russell... | 405.56 | -1.27% | 535 | 0.00% | 214.85K | 221.54 | 0.06% |
| 84 | BAC | Bank of America... | 44.08 | -1.21% | 4.87K | -0.77% | 213.86K | 30.53 | 0.06% |
| 85 | USB | U.S. Bancorp | 42.98 | -2.68% | 4.17K | +1.21% | 199.45K | 46.04 | 0.06% |
| 86 | ISRG | Intuitive Surgi... | 511.75 | -0.24% | 382 | -15.67% | 199.39K | 261.65 | 0.06% |
| 87 | PNC | The PNC Financi... | 173.38 | -2.45% | 995 | 0.00% | 191.89K | 160.17 | 0.05% |
| 88 | TTD | The Trade Desk,... | 67.95 | -3.71% | 1.5K | -7.38% | 176.88K | 51.24 | 0.05% |
| 89 | IWB | iShares Russell... | 327.76 | -1.17% | 547 | +272.11% | 176.22K | 291.33 | 0.05% |
| 90 | CAVA | CAVA Group, Inc... | 74.55 | -4.73% | 1.5K | 0.00% | 169.2K | 42.98 | 0.05% |
| 91 | VTIP | Vanguard Short-... | 49.95 | +0.06% | 3.4K | 0.00% | 164.63K | 47.49 | 0.05% |
| 92 | ISCG | iShares Morning... | 47.87 | -1.86% | 3.31K | 0.00% | 163.86K | 44.07 | 0.05% |
| 93 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 179 | 0.00% | 159.56K | 372.12 | 0.04% |
| 94 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 850 | +12.14% | 151.04K | 156.18 | 0.04% |
| 95 | SCHF | Schwab Internat... | 21.80 | -1.2% | 7.93K | +100.03% | 146.79K | 15.74 | 0.04% |
| 96 | V | Visa Inc. | 352.88 | -4.99% | 464 | +75.76% | 146.64K | 260.4 | 0.04% |
| 97 | VEU | Vanguard FTSE A... | 66.19 | -1.33% | 2.55K | +750.00% | 146.4K | 57.57 | 0.04% |
| 98 | IWV | iShares Russell... | 338.94 | -1.21% | 435 | 0.00% | 145.4K | 273.74 | 0.04% |
| 99 | EEM | iShares MSCI Em... | 47.12 | -1.58% | 3.47K | 0.00% | 145.12K | 38.07 | 0.04% |
| 100 | SCHM | Schwab U.S. Mid... | 27.14 | -1.49% | 5.21K | +200.00% | 144.23K | 20.91 | 0.04% |
| 101 | ACWI | iShares MSCI AC... | 125.34 | -1.19% | 1.2K | 0.00% | 140.41K | 101.77 | 0.04% |
| 102 | CSX | CSX Corporation | 32.11 | -0.86% | 4.35K | 0.00% | 140.38K | 29.06 | 0.04% |
| 103 | UBER | Uber Technologi... | 83.89 | -2.02% | 2.25K | -0.04% | 135.9K | 57.35 | 0.04% |
| 104 | WMT | Walmart Inc. | 94.42 | -0.43% | 1.47K | 0.00% | 132.54K | 41.36 | 0.04% |
| 105 | AGG | iShares Core U.... | 97.95 | -0.36% | 1.29K | 0.00% | 125K | 99.29 | 0.04% |
| 106 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 863 | +24.71% | 124.81K | 167.97 | 0.04% |
| 107 | VRTX | Vertex Pharmace... | 455.66 | -0.96% | 297 | -8.9% | 119.6K | 312.88 | 0.03% |
| 108 | BSV | Vanguard Short-... | 78.10 | -0.1% | 1.53K | 0.00% | 118.22K | 76.79 | 0.03% |
| 109 | MA | Mastercard Inco... | 561.81 | -4.66% | 224 | 0.00% | 117.95K | 353.71 | 0.03% |
| 110 | AVDV | Avantis Interna... | 78.68 | -0.81% | 1.81K | 0.00% | 117.8K | 62.49 | 0.03% |
| 111 | XLE | Energy Select S... | 88.08 | +1.72% | 1.24K | +0.81% | 106.16K | 94.75 | 0.03% |
| 112 | ICLR | ICON Public Lim... | 145.74 | -0.92% | 495 | 0.00% | 103.81K | 287.31 | 0.03% |
| 113 | LULU | Lululemon Athle... | 239.05 | -3.23% | 269 | -38.72% | 102.87K | 298.67 | 0.03% |
| 114 | IT | Gartner, Inc. | 404.97 | -2.08% | 211 | -9.83% | 102.22K | 336.13 | 0.03% |
| 115 | BX | Blackstone Inc. | 136.37 | -3.14% | 584 | -45.88% | 100.76K | 88.33 | 0.03% |
| 116 | VV | Vanguard Large ... | 275.41 | -1.11% | 367 | 0.00% | 98.98K | 250.35 | 0.03% |
| 117 | DECK | Deckers Outdoor... | 101.48 | -5.78% | 486 | 0.00% | 98.7K | 78.59 | 0.03% |
| 118 | FELC | Fidelity Coving... | 33.23 | -1.2% | 2.85K | 0.00% | 93.75K | 32.09 | 0.03% |
| 119 | ORLY | O'Reilly Automo... | 89.91 | -1.25% | 79 | -8.14% | 93.68K | 852.85 | 0.03% |
| 120 | VUG | Vanguard Growth... | 418.25 | -1.39% | 226 | 0.00% | 92.78K | 377.4 | 0.03% |
| 121 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 345 | +97.14% | 91.13K | 252.01 | 0.03% |
| 122 | URI | United Rentals,... | 695.16 | -3.04% | 125 | 0.00% | 88.06K | 355.42 | 0.02% |
| 123 | CRDO | Credo Technolog... | 73.46 | -1.18% | 1.3K | +100.00% | 87.37K | 67.21 | 0.02% |
| 124 | SCHA | Schwab U.S. Sma... | 24.49 | -1.76% | 3.3K | +95.15% | 85.34K | 19.66 | 0.02% |
| 125 | HBAN | Huntington Banc... | 15.49 | -2.91% | 5.21K | 0.00% | 84.8K | 10.78 | 0.02% |
| 126 | VTV | Vanguard Value ... | 173.34 | -0.81% | 498 | 0.00% | 84.31K | 167.16 | 0.02% |
| 127 | AXON | Axon Enterprise... | 780.34 | +0.66% | 140 | +7.69% | 83.2K | 271.11 | 0.02% |
| 128 | MCK | McKesson Corpor... | 727.95 | -0.39% | 145 | -8.8% | 82.64K | 375.11 | 0.02% |
| 129 | PLTR | Palantir Techno... | 137.34 | +1.59% | 1.07K | -9.32% | 80.92K | 27.48 | 0.02% |
| 130 | AXP | American Expres... | 287.76 | -3.43% | 264 | -9.9% | 78.35K | 147.75 | 0.02% |
| 131 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 150 | +35.14% | 78.03K | 542.76 | 0.02% |
| 132 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 146 | 0.00% | 74.58K | 369.93 | 0.02% |
| 133 | VYM | Vanguard High D... | 130.54 | -0.99% | 576 | 0.00% | 73.49K | 111.63 | 0.02% |
| 134 | VOT | Vanguard Mid-Ca... | 270.00 | -1.24% | 278 | 0.00% | 70.54K | 190.41 | 0.02% |
| 135 | CMA | Comerica Incorp... | 54.95 | -4.45% | 1.11K | 0.00% | 68.78K | 42.36 | 0.02% |
| 136 | LDOS | Leidos Holdings... | 149.18 | +0.78% | 476 | 0.00% | 68.57K | 100.71 | 0.02% |
| 137 | COP | ConocoPhillips | 96.95 | +2.39% | 674 | +3.69% | 66.84K | 90.14 | 0.02% |
| 138 | CNI | Canadian Nation... | 103.77 | -1.41% | 650 | +8.33% | 65.98K | 111.63 | 0.02% |
| 139 | HPQ | HP Inc. | 23.85 | -3.6% | 2K | +5.43% | 65.23K | 26.06 | 0.02% |
| 140 | ADP | Automatic Data ... | 306.69 | -0.99% | 216 | 0.00% | 63.23K | 210.03 | 0.02% |
| 141 | INTC | Intel Corporati... | 20.16 | -2.96% | 3.15K | -6.67% | 63.08K | 36.44 | 0.02% |
| 142 | MCD | McDonald's Corp... | 301.85 | -0.43% | 216 | 0.00% | 62.62K | 246.88 | 0.02% |
| 143 | CINF | Cincinnati Fina... | 146.30 | -1.32% | 430 | 0.00% | 61.79K | 118.98 | 0.02% |
| 144 | DFAX | Dimensional Wor... | 29.04 | -1.19% | 2.48K | 0.00% | 61.53K | 23.06 | 0.02% |
| 145 | SBUX | Starbucks Corpo... | 93.27 | -1.11% | 671 | 0.00% | 61.23K | 78.77 | 0.02% |
| 146 | LNG | Cheniere Energy... | 238.31 | +1.39% | 279 | -5.1% | 59.95K | 149.95 | 0.02% |
| 147 | ITW | Illinois Tool W... | 241.45 | -1.85% | 222 | -2.2% | 56.29K | 216.18 | 0.02% |
| 148 | CMG | Chipotle Mexica... | 50.23 | -1.3% | 925 | 0.00% | 55.78K | 57.62 | 0.02% |
| 149 | GE | General Electri... | 236.50 | -1.45% | 334 | +17.61% | 55.78K | 78.4 | 0.02% |
| 150 | DD | DuPont de Nemou... | 66.84 | -2.34% | 730 | 0.00% | 55.66K | 56.61 | 0.02% |