Ritter Daniher Financial Advisory LLC / DE

Est. AUM

$536.8M

13F long equity, this entity only

Positions

586

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$92.6M	141785	17.25%	SOLE
2	ISHARES TR	CORE DIV GRWTH	$45.1M	642658	8.40%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$34.9M	385179	6.50%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$32.2M	399267	5.99%	SOLE
5	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$28.6M	585593	5.33%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$28.6M	423493	5.33%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$19.4M	156148	3.62%	SOLE
8	WISDOMTREE TR	US QUALITY GROW	$18.0M	336078	3.35%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.8M	19707	2.19%	SOLE
10	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$10.7M	316752	1.99%	SOLE
11	PROCTER & GAMBLE CO	COM	$10.6M	73055	1.97%	SOLE
12	APPLE INC	COM	$9.1M	35990	1.70%	SOLE
13	LCNB CORP	COM	$8.5M	544927	1.58%	SOLE
14	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$7.4M	108266	1.38%	SOLE
15	INVESCO QQQ TR	UNIT SER 1	$7.1M	12272	1.32%	SOLE
16	JPMORGAN CHASE & CO	COM	$6.0M	20405	1.12%	SOLE
17	ALPHABET INC	CAP STK CL A	$5.4M	18696	1.00%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.1M	109498	0.95%	SOLE
19	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.9M	32801	0.91%	SOLE
20	AMAZON COM INC	COM	$4.6M	22069	0.86%	SOLE
21	VANGUARD INDEX FDS	VALUE ETF	$4.6M	23207	0.85%	SOLE
22	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.5M	20762	0.83%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$4.1M	93296	0.77%	SOLE
24	MICROSOFT CORP	COM	$4.0M	10869	0.75%	SOLE
25	CINTAS CORP	COM	$3.8M	22265	0.70%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	30853	0.56%	SOLE
27	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.0M	52800	0.56%	SOLE
28	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.3M	49570	0.43%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$2.3M	53385	0.43%	SOLE
30	VANGUARD INDEX FDS	GROWTH ETF	$2.3M	5213	0.42%	SOLE
31	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$2.2M	125638	0.42%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$2.2M	51265	0.41%	SOLE
33	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	43599	0.41%	SOLE
34	T ROWE PRICE ETF INC	PRICE GRW STOCK	$2.0M	49037	0.37%	SOLE
35	META PLATFORMS INC	CL A	$1.9M	3368	0.36%	SOLE
36	ALPHABET INC	CAP STK CL C	$1.9M	6654	0.36%	SOLE
37	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.7M	22993	0.32%	SOLE
38	EXXON MOBIL CORP	COM	$1.7M	9854	0.31%	SOLE
39	ISHARES TR	S&P MC 400VL ETF	$1.6M	12200	0.30%	SOLE
40	ISHARES TR	S&P MC 400GR ETF	$1.6M	15490	0.29%	SOLE
41	ISHARES TR	RUS MD CP GR ETF	$1.5M	12025	0.29%	SOLE
42	ISHARES TR	S&P SML 600 GWT	$1.5M	10464	0.28%	SOLE
43	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.5M	20797	0.28%	SOLE
44	SCHWAB CHARLES CORP	COM	$1.4M	15298	0.27%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.27%	SOLE
46	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$1.4M	36246	0.27%	SOLE
47	ELI LILLY & CO	COM	$1.4M	1504	0.26%	SOLE
48	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.4M	4083	0.26%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	17210	0.25%	SOLE
50	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$1.3M	12220	0.24%	SOLE

1–50 of 586

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.