Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RITTER DANIHER FINANCIAL ADVISORY LLC (CIK 1844428) reported $145.0M across 242 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: IVV ($31.5M, 21.70%), DGRO ($18.0M, 12.42%), PG ($11.7M, 8.06%), IJH ($10.9M, 7.50%), LCNB ($9.9M, 6.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $31.5M | 21.70% | 69,357 | Trimmed |
| 2 | DGRO | ISHARES TR | $18.0M | 12.42% | 337,258 | Added |
| 3 | PG | PROCTER AND GAMBLE CO | $11.7M | 8.06% | 76,460 | Added |
| 4 | IJH | ISHARES TR | $10.9M | 7.50% | 40,551 | Added |
| 5 | LCNB | LCNB CORP | $9.9M | 6.80% | 561,459 | Hold |
| 6 | IEFA | ISHARES TR | $9.4M | 6.48% | 135,216 | Added |
| 7 | IJR | ISHARES TR | $6.2M | 4.29% | 57,655 | Added |
| 8 | AAPL | APPLE INC | $6.0M | 4.13% | 34,314 | Trimmed |
| 9 | EFA | ISHARES TR | $2.3M | 1.56% | 30,728 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.55% | 16,457 | Added |
| 11 | AMZN | AMAZON COM INC | $2.0M | 1.41% | 627 | Added |
| 12 | CTAS | CINTAS CORP | $2.0M | 1.41% | 4,794 | Trimmed |
| 13 | IWP | ISHARES TR | $1.7M | 1.14% | 16,460 | Added |
| 14 | MSFT | MICROSOFT CORP | $1.3M | 0.91% | 4,265 | Added |
| 15 | NEE | NEXTERA ENERGY INC | $1.2M | 0.84% | 14,429 | Trimmed |
| 16 | IWR | ISHARES TR | $1.1M | 0.75% | 14,009 | Trimmed |
| 17 | SCHX | SCHWAB STRATEGIC TR | $1.1M | 0.73% | 19,690 | Added |
| 18 | JMST | J P MORGAN EXCHANGE-TRADED F | $1.0M | 0.70% | 19,904 | Added |
| 19 | PFE | PFIZER INC | $1.0M | 0.69% | 19,394 | Hold |
| 20 | IVOO | VANGUARD ADMIRAL FDS INC | $905,000 | 0.62% | 4,978 | Added |
| 21 | TSLA | TESLA INC | $851,000 | 0.59% | 790 | Added |
| 22 | COST | COSTCO WHSL CORP NEW | $804,000 | 0.55% | 1,397 | Added |
| 23 | VEA | VANGUARD TAX-MANAGED INTL FD | $712,000 | 0.49% | 14,815 | Added |
| 24 | GOOGL | ALPHABET INC | $693,000 | 0.48% | 249 | Hold |
| 25 | GOOG | ALPHABET INC | $698,000 | 0.48% | 250 | Added |
Source: SEC Form 13F filings · as of 2022-03-31