News + Filings 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 |
DGROYAL, LLC
| DGRO | ETF | 491,084 | 2,694 | 25,305,537,000 | 890,897,000 | 10.48 | |
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 |
iSHARES TRUST
| IJH | Common | 79,927 | 4,800 | 20,899,435,000 | 2,105,688,000 | 8.66 | |
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 |
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 |
PROCTER & GAMBLE Co
| PG | Common | 74,049 | -34 | 11,236,186,000 | 220,793,000 | 4.65 | 0.00 |
Hist
| 06/30/2023 |
LCNB CORP
| LCNB | COM | 561,359 | 0 | 8,285,659,000 | -886,948,000 | 3.43 | 5.05 |
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 |
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 |
J P MORGAN EXCHANGE TRADED F
| JMST | Common | 69,070 | -16,357 | 3,498,396,000 | -840,442,000 | 1.45 | |
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 |
CINTAS CORP
| CTAS | Common | 4,903 | -29 | 2,437,184,000 | 155,246,000 | 1.01 | 0.00 |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 6,834 | -340 | 2,327,143,000 | 258,912,000 | 0.96 | 0.00 |
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 |
PIMCO ETF Trust
| LDUR | Common | 17,858 | -15,546 | 1,674,004,000 | -1,495,535,000 | 0.69 | |
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 |
iSHARES TRUST
| EFG | MSCI GRW IDX | 11,421 | 1,260 | 1,089,678,000 | 137,795,000 | 0.45 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOGL | COM | 8,430 | 0 | 1,009,071,000 | 134,627,000 | 0.42 | |
Hist
| 06/30/2023 |
VANGUARD ADMIRAL FUNDS
| IVOO | Common | 11,050 | -1,200 | 978,886,000 | -58,444,000 | 0.41 | |
Hist
| 06/30/2023 |
NEXTERA ENERGY INC
| FPL | common | 13,185 | -15 | 978,333,000 | -39,130,000 | 0.41 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWR | ETF | 13,097 | 0 | 956,474,000 | 40,731,000 | 0.40 | |
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 |
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 12,106 | -1,025 | 877,658,000 | -61,444,000 | 0.36 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 2,139 | -9 | 871,172,000 | 63,373,000 | 0.36 | |
Hist
| 06/30/2023 |
SCHWAB US LC ETF
| SCHX | Equities | 16,190 | -1,919 | 847,871,000 | -28,062,000 | 0.35 | |
Hist
| 06/30/2023 |
Tesla, Inc.
| TSLA | COM | 2,957 | 40 | 774,054,000 | 168,893,000 | 0.32 | |
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 |
VANGUARD ADMIRAL FUNDS
| VIOO | Common | 8,206 | -760 | 754,050,000 | -42,042,000 | 0.31 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJT | S&P SMLCP Grow | 6,398 | -1,817 | 735,323,000 | -167,835,000 | 0.30 | |
Hist
| 06/30/2023 |
PFIZER INC
| PFE | Common | 19,494 | 0 | 715,040,000 | -80,316,000 | 0.30 | 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 |
EXXON MOBIL CORP
| XOM | Common | 6,619 | 16 | 709,888,000 | -14,197,000 | 0.29 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJK | Common | 9,038 | 0 | 677,850,000 | 31,542,000 | 0.28 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EFV | MSCI VAL IDX | 13,272 | 0 | 649,532,000 | 5,441,000 | 0.27 | |
Hist
| 06/30/2023 |
<< Prev Next >> |
|
|
|
|