Ritter Daniher Financial Advisory LLC / DE [Rocket]

Holdings

Ritter Daniher Financial Advisory LLC / DE

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IVV	Common	126,793	4,989	56,512,741,000	6,441,372,000	23.41		Hist	06/30/2023
iSHARES TRUST	IJH	Common	79,927	4,800	20,899,435,000	2,105,688,000	8.66		Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	149,957	10,464	14,943,248,000	1,454,230,000	6.19		Hist	06/30/2023
Apple Inc.	AAPL	Common	38,313	762	7,431,481,000	1,239,295,000	3.08		Hist	06/30/2023
AMERICAN CENTY ETF TR	AVEM	Common	309,009	13,255	16,627,759,000	985,329,000	6.89		Hist	06/30/2023
DGROYAL, LLC	DGRO	ETF	491,084	2,694	25,305,537,000	890,897,000	10.48		Hist	06/30/2023
J P MORGAN EXCHANGE TRADED F	JEPI	Common	98,191	11,530	5,432,894,000	701,203,000	2.25		Hist	06/30/2023
iSHARES TRUST	IEFA	Common	321,701	6,091	21,714,804,000	616,244,000	8.99		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	16,425	192	2,141,171,000	464,458,000	0.89		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	17,164	781	2,496,343,000	361,524,000	1.03		Hist	06/30/2023
ELI LILLY & Co	LLY	Common	1,094	150	513,065,000	188,876,000	0.21	0.00	Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	10,102	1,677	711,989,000	173,715,000	0.29		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	2,957	40	774,054,000	168,893,000	0.32		Hist	06/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	11,421	1,260	1,089,678,000	137,795,000	0.45		Hist	06/30/2023
NETFLIX INC	NFLX	Common	355	247	156,381,000	119,063,000	0.06	0.00	Hist	06/30/2023
iSHARES TRUST	IWP	RUSSELL MCP GR	13,531	37	1,307,501,000	78,872,000	0.54		Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	1,653	21	889,809,000	78,776,000	0.37		Hist	06/30/2023
BANK OF AMERICA CORP /DE/	BAC	Common	5,054	2,360	145,000,000	67,951,000	0.06	0.00	Hist	06/30/2023
VANGUARD INDEX FUNDS	VTI	Common	1,904	99	419,414,000	51,013,000	0.17		Hist	06/30/2023
Trade Desk, Inc.	TTD	Common	1,808	140	139,614,000	38,016,000	0.06		Hist	06/30/2023
AT&T CORP	T	Common	2,252	1,661	35,920,000	24,543,000	0.01		Hist	06/30/2023
iSHARES TRUST	IWS	Common	1,988	150	218,362,000	23,166,000	0.09		Hist	06/30/2023
iSHARES TRUST	ISI	Common	2,245	33	219,662,000	19,360,000	0.09		Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	16,458	19	760,031,000	17,481,000	0.31		Hist	06/30/2023
Global X Funds	LIT	Common	4,285	162	278,611,000	16,594,000	0.12		Hist	06/30/2023
Accenture plc	ACN	COM	283	35	87,329,000	16,448,000	0.04	0.00	Hist	06/30/2023
ASML HOLDING NV	ASML	N Y REGISTRY SHS	95	15	68,852,000	14,395,000	0.03		Hist	06/30/2023
ILLINOIS TOOL WORKS INC	ITW	Common	215	50	53,785,000	13,615,000	0.02		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	276	248	11,228,000	10,096,000	0.00		Hist	06/30/2023
Walmart Inc.	WMT	Common	506	35	79,534,000	10,085,000	0.03	0.00	Hist	06/30/2023
GENERAL ELECTRIC CO	GE	Stock	258	65	28,364,000	9,896,000	0.01	0.00	Hist	06/30/2023
FIFTH THIRD BANCORP	FITB	Common	10,467	479	274,341,000	8,260,000	0.11	0.00	Hist	06/30/2023
Blackstone Inc.	BX	Stock	1,287	13	119,610,000	7,720,000	0.05		Hist	06/30/2023
Medtronic plc	MDT	COM	230	60	20,263,000	6,557,000	0.01	0.00	Hist	06/30/2023
CISCO SYSTEMS, INC.	CSCO	Common	279	113	14,436,000	5,758,000	0.01	0.00	Hist	06/30/2023
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