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 / DE (CIK 1936603) reported $589.4M across 586 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($92.6M, 15.71%), PYLD ($45.8M, 7.77%), DGRO ($45.1M, 7.65%), IEFA ($34.9M, 5.92%), AVEM ($32.2M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $92.6M | 15.71% | 141,785 | Trimmed |
| 2 | PYLD | PIMCO ETF TR | $45.8M | 7.77% | 1.7M | Added |
| 3 | DGRO | ISHARES TR | $45.1M | 7.65% | 642,658 | Added |
| 4 | IEFA | ISHARES TR | $34.9M | 5.92% | 385,179 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $32.2M | 5.46% | 399,267 | Trimmed |
| 6 | VNLA | JANUS DETROIT STR TR | $28.6M | 4.85% | 585,593 | Added |
| 7 | IJH | ISHARES TR | $28.6M | 4.85% | 423,493 | Trimmed |
| 8 | IJR | ISHARES TR | $19.4M | 3.29% | 156,148 | Trimmed |
| 9 | QGRW | WISDOMTREE TR | $18.0M | 3.05% | 336,078 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $11.8M | 2.00% | 19,707 | Trimmed |
| 11 | DFIS | DIMENSIONAL ETF TRUST | $10.7M | 1.81% | 316,752 | Added |
| 12 | PG | PROCTER & GAMBLE CO | $10.6M | 1.79% | 73,055 | Trimmed |
| 13 | AAPL | APPLE INC | $9.1M | 1.55% | 35,990 | Trimmed |
| 14 | LCNB | LCNB CORP | $8.5M | 1.44% | 544,927 | Trimmed |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | $7.4M | 1.25% | 108,266 | Added |
| 16 | QQQ | INVESCO QQQ TR | $7.1M | 1.20% | 12,272 | Added |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | $6.4M | 1.09% | 27,054 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $6.0M | 1.02% | 20,405 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $5.4M | 0.91% | 18,696 | Trimmed |
| 20 | DJUL | FIRST TR EXCHNG TRADED FD VI | $5.1M | 0.87% | 109,498 | Trimmed |
| 21 | VYM | VANGUARD WHITEHALL FDS | $4.9M | 0.82% | 32,801 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $4.6M | 0.78% | 22,069 | Trimmed |
| 23 | VTV | VANGUARD INDEX FDS | $4.6M | 0.77% | 23,207 | Trimmed |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $4.5M | 0.76% | 20,762 | Trimmed |
| 25 | DDEC | FIRST TR EXCHNG TRADED FD VI | $4.1M | 0.70% | 93,296 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31