Ritter Daniher Financial Advisory LLC / DE

CINCINNATI, OH · CIK 1936603 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCincinnati, OH

$656.8m reported value +11.4% vs Q1 2026

602positions

61.3%in top 10

41 new 103 added 154 reduced 29 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	140,529	$105.2m16.02%	16.02%	Reduced -1.3k	-1,256 -0.9%
2	ISHARES TR CORE DIV GRWTH DGRO	DGRO	658,931	$49.9m7.60%	7.60%	Added +16.3k	+16,273 2.5%
3	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	1,813,823	$48.1m7.32%	7.32%	Added +65.5k	+65,470 3.7%
4	ISHARES TR CORE MSCI EAFE IEFA	IEFA	388,888	$37.6m5.72%	5.72%	Added +3.7k	+3,709 1.0%
5	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	388,904	$37.5m5.71%	5.71%	Reduced -10.4k	-10,363 -2.6%
6	ISHARES TR CORE S&P MCP ETF IJH	IJH	425,279	$32.8m4.99%	4.99%	Added +1.8k	+1,786 0.4%
7	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	655,300	$32.0m4.88%	4.88%	Added +69.7k	+69,707 11.9%
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	155,426	$23.1m3.51%	3.51%	Reduced -722	-722 -0.5%
9	WISDOMTREE TR US QUALITY GROW QGRW	QGRW	345,390	$22.8m3.47%	3.47%	Added +9.3k	+9,312 2.8%
10	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	20,105	$13.8m2.10%	2.10%	Added +398	+398 2.0%
11	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	338,811	$11.9m1.81%	1.81%	Added +22.1k	+22,059 7.0%
12	PROCTER AND GAMBLE CO COM PG	PG	70,754	$10.4m1.58%	1.58%	Reduced -2.3k	-2,301 -3.1%
13	APPLE INC COM AAPL	AAPL	35,444	$10.3m1.56%	1.56%	Reduced -546	-546 -1.5%
14	LCNB CORP COM LCNB	LCNB	543,927	$9.6m1.46%	1.46%	Reduced -1.0k	-1,000 -0.2%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	11,986	$8.8m1.34%	1.34%	Reduced -286	-286 -2.3%
16	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	107,924	$8.7m1.33%	1.33%	Reduced -342	-342 -0.3%
17	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	28,008	$8.5m1.29%	1.29%	Added +954	+954 3.5%
18	JPMORGAN CHASE & CO COM JPM	JPM	20,232	$6.6m1.01%	1.01%	Reduced -173	-173 -0.8%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	17,821	$6.4m0.97%	0.97%	Reduced -875	-875 -4.7%
20	AMAZON COM INC COM AMZN	AMZN	21,634	$5.2m0.79%	0.79%	Reduced -435	-435 -2.0%
21	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	32,495	$5.1m0.78%	0.78%	Reduced -306	-306 -0.9%
22	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DJUL	DJUL	101,806	$5.1m0.78%	0.78%	Reduced -7.7k	-7,692 -7.0%
23	VANGUARD INDEX FDS VALUE ETF VTV	VTV	22,632	$4.9m0.75%	0.75%	Reduced -575	-575 -2.5%
24	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	20,435	$4.8m0.74%	0.74%	Reduced -327	-327 -1.6%
25	FIRST TR EXCHNG TRADED FD VI FT VEST U.S. DDEC	DDEC	92,646	$4.4m0.67%	0.67%	Reduced -650	-650 -0.7%
26	MICROSOFT CORP COM MSFT	MSFT	10,679	$4.0m0.61%	0.61%	Reduced -190	-190 -1.8%
27	CINTAS CORP COM CTAS	CTAS	22,265	$3.8m0.58%	0.58%	Unchanged
28	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	30,779	$3.7m0.56%	0.56%	Reduced -74	-74 -0.2%
29	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	35,980	$3.2m0.48%	0.48%	Added +18.8k	+18,770 109.1%
30	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	31,127	$2.7m0.41%	0.41%	Reduced -151	-151 -0.5%
31	ALPHABET INC CAP STK CL C GOOG	GOOG	6,638	$2.3m0.36%	0.36%	Reduced -16	-16 -0.2%
32	T ROWE PRICE ETF INC PRICE GRW STOCK TGRW	TGRW	47,488	$2.3m0.35%	0.35%	Reduced -1.5k	-1,549 -3.2%
33	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	125,201	$2.2m0.34%	0.34%	Reduced -437	-437 -0.3%
34	FIRST TR EXCHNG TRADED FD VI FT VEST U.S. DAUG	DAUG	47,252	$2.2m0.34%	0.34%	Reduced -6.1k	-6,133 -11.5%
35	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DMAY	DMAY	46,326	$2.2m0.33%	0.33%	Added +17.6k	+17,625 61.4%
36	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	35,696	$2.0m0.31%	0.31%	Reduced -17.1k	-17,104 -32.4%
37	APPLIED MATLS INC COM AMAT	AMAT	2,698	$2.0m0.30%	0.30%	Reduced -591	-591 -18.0%
38	META PLATFORMS INC CL A META	META	3,341	$1.9m0.29%	0.29%	Reduced -27	-27 -0.8%
39	ISHARES TR S&P SML 600 GWT IJT	IJT	10,132	$1.8m0.28%	0.28%	Reduced -332	-332 -3.2%
40	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	12,144	$1.8m0.27%	0.27%	Reduced -56	-56 -0.5%
41	FIRST TR EXCHNG TRADED FD VI FT VEST U.S. DAPR	DAPR	43,585	$1.8m0.27%	0.27%	New
42	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,716	$1.8m0.27%	0.27%	Reduced -367	-367 -9.0%
43	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	22,836	$1.8m0.27%	0.27%	Reduced -157	-157 -0.7%
44	ISHARES TR RUS MD CP GR ETF IWP	IWP	12,012	$1.8m0.27%	0.27%	Reduced -13	-13 -0.1%
45	ISHARES TR S&P MC 400GR ETF IJK	IJK	14,820	$1.7m0.27%	0.27%	Reduced -670	-670 -4.3%
46	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	34,164	$1.7m0.26%	0.26%	Reduced -9.4k	-9,435 -21.6%
47	ELI LILLY & CO COM LLY	LLY	1,429	$1.7m0.26%	0.26%	Reduced -75	-75 -5.0%
48	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DJUN	DJUN	34,730	$1.7m0.26%	0.26%	Reduced -14.8k	-14,840 -29.9%
49	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	20,776	$1.6m0.25%	0.25%	Reduced -21	-21 -0.1%
50	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	37,926	$1.6m0.25%	0.25%	Added +1.7k	+1,680 4.6%
51	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	11,227	$1.5m0.24%	0.24%	Reduced -99	-99 -0.9%
52	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.23%	0.23%	Unchanged
53	TESLA INC COM TSLA	TSLA	3,452	$1.5m0.22%	0.22%	Added +25	+25 0.7%
54	ISHARES TR EAFE GRWTH ETF EFG	EFG	11,562	$1.4m0.22%	0.22%	Unchanged
55	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	10,947	$1.4m0.22%	0.22%	Reduced -467	-467 -4.1%
56	ISHARES TR S&P 500 GRWT ETF IVW	IVW	10,201	$1.4m0.21%	0.21%	Unchanged
57	VISA INC COM CL A V	V	4,037	$1.4m0.21%	0.21%	Reduced -154	-154 -3.7%
58	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	46,854	$1.4m0.21%	0.21%	Reduced -1.6k	-1,631 -3.4%
59	EXXON MOBIL CORP COM XOM	XOM	9,833	$1.3m0.20%	0.20%	Reduced -21	-21 -0.2%
60	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	6,639	$1.3m0.20%	0.20%	Added +13	+13 0.2%
61	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	10,593	$1.3m0.20%	0.20%	Reduced -1.6k	-1,627 -13.3%
62	BOOKING HOLDINGS INC COM BKNG	BKNG	7,203	$1.3m0.20%	0.20%	Reduced -497	-497 -6.5%
63	SCHWAB CHARLES CORP COM SCHW	SCHW	13,685	$1.3m0.19%	0.19%	Reduced -1.6k	-1,613 -10.5%
64	WELLS FARGO CO NEW COM WFC	WFC	14,493	$1.2m0.18%	0.18%	Reduced -171	-171 -1.2%
65	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,880	$1.2m0.18%	0.18%	Reduced -42	-42 -0.8%
66	NEXTERA ENERGY INC COM NEE	NEE	13,273	$1.2m0.18%	0.18%	Added +11	+11 0.1%
67	ISHARES TR SP SMCP600VL ETF IJS	IJS	8,447	$1.2m0.18%	0.18%	Reduced -78	-78 -0.9%
68	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	5,405	$1.2m0.18%	0.18%	Reduced -333	-333 -5.8%
69	ISHARES TR RUS MID CAP ETF IWR	IWR	10,326	$1.1m0.17%	0.17%	Reduced -115	-115 -1.1%
70	COSTCO WHSL CORP NEW COM COST	COST	1,215	$1.1m0.17%	0.17%	Reduced -75	-75 -5.8%
71	FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT DOCT	DOCT	23,165	$1.1m0.16%	0.16%	Reduced -28.1k	-28,100 -54.8%
72	ISHARES TR MSCI EAFE ETF EFA	EFA	10,399	$1.1m0.16%	0.16%	Reduced -294	-294 -2.8%
73	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	53,177	$1.0m0.16%	0.16%	Reduced -1.5k	-1,498 -2.7%
74	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	19,320	$985.3k0.15%	0.15%	Added +8	+8 0.0%
75	MASTERCARD INCORPORATED CL A MA	MA	1,904	$977.7k0.15%	0.15%	Reduced -32	-32 -1.6%
76	ELEVANCE HEALTH INC COM ELV	ELV	2,453	$948.6k0.14%	0.14%	Reduced -248	-248 -9.2%
77	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	13,110	$934.1k0.14%	0.14%	Added +438	+438 3.5%
78	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	8,427	$876.0k0.13%	0.13%	Reduced -116	-116 -1.4%
79	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,833	$858.8k0.13%	0.13%	Reduced -80	-80 -2.8%
80	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,817	$846.4k0.13%	0.13%	Reduced -77	-77 -2.7%
81	NORFOLK SOUTHN CORP COM NSC	NSC	2,687	$845.4k0.13%	0.13%	Added +6	+6 0.2%
82	PACER FDS TR US CASH COWS 100 COWZ	COWZ	13,451	$836.7k0.13%	0.13%	Reduced -992	-992 -6.9%
83	SPDR GOLD TR GOLD SHS GLD	GLD	2,270	$836.2k0.13%	0.13%	Added +13	+13 0.6%
84	NVIDIA CORPORATION COM NVDA	NVDA	4,077	$815.8k0.12%	0.12%	Reduced -89	-89 -2.1%
85	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	13,331	$810.4k0.12%	0.12%	Reduced -512	-512 -3.7%
86	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,079	$805.9k0.12%	0.12%	Reduced -14	-14 -1.3%
87	ROYAL CARIBBEAN GROUP COM RCL	RCL	2,393	$759.8k0.12%	0.12%	Added +2	+2 0.1%
88	FIRST TR EXCHNG TRADED FD VI FT VEST US DFEB	DFEB	14,420	$728.1k0.11%	0.11%	Reduced -300	-300 -2.0%
89	IQVIA HLDGS INC COM IQV	IQV	3,758	$726.1k0.11%	0.11%	Reduced -113	-113 -2.9%
90	ISHARES TR EAFE VALUE ETF EFV	EFV	8,998	$688.8k0.10%	0.10%	Unchanged
91	PHILIP MORRIS INTL INC COM PM	PM	3,770	$682.0k0.10%	0.10%	Reduced -424	-424 -10.1%
92	RTX CORPORATION COM RTX	RTX	3,526	$668.9k0.10%	0.10%	Reduced -77	-77 -2.1%
93	BROADCOM INC COM AVGO	AVGO	1,734	$655.0k0.10%	0.10%	Unchanged
94	ANALOG DEVICES INC COM ADI	ADI	1,531	$607.9k0.09%	0.09%	Reduced -141	-141 -8.4%
95	BANK NEW YORK MELLON CORP COM BNY	BNY	4,189	$605.8k0.09%	0.09%	Reduced -68	-68 -1.6%
96	ISHARES TR RUS MDCP VAL ETF IWS	IWS	3,480	$572.8k0.09%	0.09%	Added +136	+136 4.1%
97	INTEL CORP COM INTC	INTC	4,030	$562.7k0.09%	0.09%	Unchanged
98	DISNEY WALT CO COM DIS	DIS	5,755	$553.9k0.08%	0.08%	Reduced -162	-162 -2.7%
99	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,413	$547.9k0.08%	0.08%	Unchanged
100	LINCOLN ELEC HLDGS INC COM LECO	LECO	2,030	$539.0k0.08%	0.08%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HEALTHPEAK PROPERTIES INC DOC	DOC	4,276	$70.3k4.3k shares
INVESCO EXCHANGE TRADED FD T RFG	RFG	717	$39.3k717 shares
DUPONT DE NEMOURS INC DWDP	DWDP	243	$33.4k243 shares
AXON ENTERPRISE INC AXON	AXON	75	$31.9k75 shares
KRATOS DEFENSE & SEC SOLUTIO KTOS	KTOS	421	$29.7k421 shares
BLACKSTONE SECD LENDING FD BXSL	BXSL	889	$21.1k889 shares
ARES CAPITAL CORP ARCC	ARCC	1,128	$20.3k1.1k shares
CAL MAINE FOODS INC CALM	CALM	250	$19.8k250 shares
CARNIVAL CORP		743	$19.2k743 shares
DOLE PLC DOLE	DOLE	1,000	$14.3k1.0k shares
COTERRA ENERGY INC CTRA	CTRA	403	$14.2k403 shares
SL GREEN RLTY CORP SLG	SLG	300	$11.1k300 shares
HILTON WORLDWIDE HLDGS INC HLT	HLT	35	$10.6k35 shares
EMERSON ELEC CO EMR	EMR	81	$10.6k81 shares
AMGEN INC AMGN	AMGN	28	$10.0k28 shares
EBAY INC. EBAY	EBAY	100	$9.1k100 shares
DEERE & CO DE	DE	15	$8.4k15 shares
TALEN ENERGY CORP TLN	TLN	25	$8.0k25 shares
AUTOZONE INC AZO	AZO	2	$6.8k2 shares
POST HLDGS INC POST	POST	64	$6.3k64 shares
SWARMER INC SWMR	SWMR	120	$5.7k120 shares
THE TRADE DESK INC TTD	TTD	151	$3.4k151 shares
UL SOLUTIONS INC ULS	ULS	35	$3.0k35 shares
ZOOM COMMUNICATIONS INC ZM	ZM	24	$1.9k24 shares
WABTEC WAB	WAB	1	$2501 shares