As of 03/31/2026, Ritter Daniher Financial Advisory LLC DE reported a 13F portfolio value of $589.4M, down from $596.17M for the prior reporting period. The largest reported positions included Ishares TR (IVV), Pimco ETF TR (PYLD), Ishares TR (DGRO), Ishares TR (IEFA), and American Centy ETF TR (AVEM).
The table below shows the Ritter Daniher Financial Advisory LLC DE top holdings by position size, including reported share amounts, changes from the prior quarter, and position value. Holdings data is derived from publicly available 13F filings.
Ritter Daniher Financial Advisory LLC DE latest 13F summary
- Reporting date: 03/31/2026
- Reported 13F portfolio value: $589.4 million
- Prior reported value: $596.17 million
- Largest reported holding: Ishares TR (IVV)
- Other top holdings: Pimco ETF TR (PYLD), Ishares TR (DGRO), Ishares TR (IEFA), American Centy ETF TR (AVEM)
| Entity | Amount | Change
12/31/2025 to 03/31/2026 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
141,785 | -232 | $92,615 |
| IVV | 141,785 | -232 | $92,615 |
| PIMCO ETF TR (PYLD) |
1,748,353 | +90,842 | $45,807 |
| PYLD | 1,748,353 | +90,842 | $45,807 |
| ISHARES TR (DGRO) |
642,658 | +12,683 | $45,102 |
| DGRO | 642,658 | +12,683 | $45,102 |
| ISHARES TR (IEFA) |
385,179 | +4,410 | $34,870 |
| IEFA | 385,179 | +4,410 | $34,870 |
| AMERICAN CENTY ETF TR (AVEM) |
399,267 | -9,215 | $32,173 |
| AVEM | 399,267 | -9,215 | $32,173 |
| JANUS DETROIT STR TR |
585,593 | +107,943 | $28,612 |
| VNLA | 585,593 | +107,943 | $28,612 |
| ISHARES TR (IJH) |
423,493 | -2,137 | $28,599 |
| IJH | 423,493 | -2,137 | $28,599 |
| ISHARES TR (IJR) |
156,148 | -1,569 | $19,411 |
| IJR | 156,148 | -1,569 | $19,411 |
| WISDOMTREE TR |
336,078 | +26,373 | $17,957 |
| QGRW | 336,078 | +26,373 | $17,957 |
| VANGUARD INDEX FDS (VOO) |
19,707 | -85 | $11,776 |
| VOO | 19,707 | -85 | $11,776 |
| DIMENSIONAL ETF TRUST (DFIS) |
316,752 | +8,526 | $10,665 |
| DFIS | 316,752 | +8,526 | $10,665 |
| PROCTER & GAMBLE CO |
73,055 | -3,747 | $10,552 |
| PG | 73,055 | -3,747 | $10,552 |
| APPLE INC |
35,990 | -146 | $9,134 |
| AAPL | 35,990 | -146 | $9,134 |
| LCNB CORP |
544,927 | -300 | $8,495 |
| LCNB | 544,927 | -300 | $8,495 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
108,266 | +3,345 | $7,392 |
| RDVY | 108,266 | +3,345 | $7,392 |
| INVESCO QQQ TR |
12,272 | +111 | $7,083 |
| QQQ | 12,272 | +111 | $7,083 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
27,054 | +483 | $6,428 |
| QQQM | 27,054 | +483 | $6,428 |
| JPMORGAN CHASE & CO |
20,405 | -34 | $6,002 |
| JPM | 20,405 | -34 | $6,002 |
| ALPHABET INC |
18,696 | -241 | $5,376 |
| GOOGL | 18,696 | -241 | $5,376 |
| FIRST TR EXCHNG TRADED FD VI (DJUL) |
109,498 | -10,636 | $5,118 |
| DJUL | 109,498 | -10,636 | $5,118 |
| VANGUARD WHITEHALL FDS (VYM) |
32,801 | -262 | $4,858 |
| VYM | 32,801 | -262 | $4,858 |
| AMAZON COM INC |
22,069 | -99 | $4,596 |
| AMZN | 22,069 | -99 | $4,596 |
| VANGUARD INDEX FDS (VTV) |
23,207 | -45 | $4,553 |
| VTV | 23,207 | -45 | $4,553 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
20,762 | -273 | $4,465 |
| VIG | 20,762 | -273 | $4,465 |
| FIRST TR EXCHNG TRADED FD VI (DDEC) |
93,296 | -588 | $4,131 |
| DDEC | 93,296 | -588 | $4,131 |
| MICROSOFT CORP |
10,869 | +137 | $4,023 |
| MSFT | 10,869 | +137 | $4,023 |
| CINTAS CORP |
22,265 | UNCH | $3,766 |
| CTAS | 22,265 | UNCH | $3,766 |
| SPDR SERIES TRUST (SPYG) |
30,853 | -253 | $3,021 |
| SPYG | 30,853 | -253 | $3,021 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
52,800 | -67,142 | $2,993 |
| JEPI | 52,800 | -67,142 | $2,993 |
| FIRST TR EXCHNG TRADED FD VI (DJUN) |
49,570 | -2,490 | $2,332 |
| DJUN | 49,570 | -2,490 | $2,332 |
| FIRST TR EXCHNG TRADED FD VI (DAUG) |
53,385 | -10 | $2,325 |
| DAUG | 53,385 | -10 | $2,325 |
| VANGUARD INDEX FDS (VUG) |
5,213 | -57 | $2,277 |
| VUG | 5,213 | -57 | $2,277 |
| FIRST TR EXCH TRADED FD III (FPE) |
125,638 | -639 | $2,230 |
| FPE | 125,638 | -639 | $2,230 |
| FIRST TR EXCHNG TRADED FD VI (DOCT) |
51,265 | -515 | $2,226 |
| DOCT | 51,265 | -515 | $2,226 |
| VANGUARD MUN BD FDS (VTEB) |
43,599 | UNCH | $2,175 |
| VTEB | 43,599 | UNCH | $2,175 |
| T ROWE PRICE ETF INC (TGRW) |
49,037 | +1,252 | $1,986 |
| TGRW | 49,037 | +1,252 | $1,986 |
| META PLATFORMS INC |
3,368 | -33 | $1,927 |
| META | 3,368 | -33 | $1,927 |
| ALPHABET INC |
6,654 | -85 | $1,909 |
| GOOG | 6,654 | -85 | $1,909 |
| AMERICAN CENTY ETF TR (AVIV) |
22,993 | +1,425 | $1,721 |
| AVIV | 22,993 | +1,425 | $1,721 |
| EXXON MOBIL CORP |
9,854 | -51 | $1,672 |
| XOM | 9,854 | -51 | $1,672 |
| ISHARES TR (IJJ) |
12,200 | -1,320 | $1,617 |
| IJJ | 12,200 | -1,320 | $1,617 |
| ISHARES TR (IJK) |
15,490 | -2,411 | $1,559 |
| IJK | 15,490 | -2,411 | $1,559 |
| ISHARES TR (IWP) |
12,025 | -279 | $1,541 |
| IWP | 12,025 | -279 | $1,541 |
| ISHARES TR (IJT) |
10,464 | -263 | $1,514 |
| IJT | 10,464 | -263 | $1,514 |
| J P MORGAN EXCHANGE TRADED F (JAVA) |
20,797 | -3,185 | $1,492 |
| JAVA | 20,797 | -3,185 | $1,492 |
| SCHWAB CHARLES CORP |
15,298 | -249 | $1,438 |
| SCHW | 15,298 | -249 | $1,438 |
 BERKSHIRE HATHAWAY INC DEL |
$1,436 | ||
| BRK.A | 2 | UNCH | $1,436 |
| FIRST TR EXCHANGE TRADED FD (SDVY) |
36,246 | -491 | $1,429 |
| SDVY | 36,246 | -491 | $1,429 |
| ELI LILLY & CO |
1,504 | +386 | $1,383 |
| LLY | 1,504 | +386 | $1,383 |
| TAIWAN SEMICONDUCTOR MANUFAC |
4,083 | +20 | $1,380 |
| TSM | 4,083 | +20 | $1,380 |
