13FBOX
Ritter Daniher Financial Advisory LLC / DE · 13F Holdings
Options Calculator Rankings

Ritter Daniher Financial Advisory LLC / DE

No.3604 Data as of 2026Q2
Latest AUM (Q2 2026)
$656.8M
QoQ Change Q1 2026
+$67.4M+11.4%
Holdings
602
New Buys
40
Adds
109
Reduces
151
Exits
28
Unchanged
302
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
16.02%15.71%$105.2M140,529$92.6M141,785-1,256-0.89%Reduce
IISHARES TRDGRO
7.6%7.65%$49.9M658,931$45.1M642,658+16,273+2.53%Add
PPIMCO ETF TRPYLD
7.32%7.77%$48.1M1.8M$45.8M1.7M+65,470+3.74%Add
IISHARES TRIEFA
5.72%5.92%$37.6M388,888$34.9M385,179+3,709+0.96%Add
AAMERICAN CENTY ETF TRAVEM
5.71%5.46%$37.5M388,904$32.2M399,267-10,363-2.60%Reduce
IISHARES COREIJH
4.99%4.85%$32.8M425,279$28.6M423,493+1,786+0.42%Add
JJANUS DETROIT STR TRVNLA
4.88%4.85%$32.0M655,300$28.6M585,593+69,707+11.90%Add
IISHARES COREIJR
3.51%3.29%$23.1M155,426$19.4M156,148-722-0.46%Reduce
WWISDOMTREE TRQGRW
3.47%3.05%$22.8M345,390$18.0M336,078+9,312+2.77%Add
VVANGUARD INDEX FDSVOO
2.1%2%$13.8M20,105$11.8M19,707+398+2.02%Add
DDIMENSIONAL ETF TRUSTDFIS
1.81%1.81%$11.9M338,811$10.7M316,752+22,059+6.96%Add
PROCTER & GAMBLE COPG
1.58%1.79%$10.4M70,754$10.6M73,055-2,301-3.15%Reduce
APPLE INCAAPL
1.56%1.55%$10.3M35,444$9.1M35,990-546-1.52%Reduce
LLCNB CORP COMLCNB
1.46%1.44%$9.6M543,927$8.5M544,927-1,000-0.18%Reduce
IINVESCO QQQ TRVOO
1.34%1.2%$8.8M11,986$7.1M12,272-286-2.33%Reduce
FFIRST TR EXCHANGE TRADED FDRDVY
1.33%1.25%$8.7M107,924$7.4M108,266-342-0.32%Reduce
IINVESCO NASDAQ 100 ETFQQQM
1.29%1.09%$8.5M28,008$6.4M27,054+954+3.53%Add
JPMORGAN CHASE & COJPM
1.01%1.02%$6.6M20,232$6.0M20,405-173-0.85%Reduce
ALPHABET INCGOOGL
0.97%0.91%$6.4M17,821$5.4M18,696-875-4.68%Reduce
AMAZON COM INCAMZN
0.79%0.78%$5.2M21,634$4.6M22,069-435-1.97%Reduce
VVANGUARD WHITEHALL FDSVYM
0.78%0.82%$5.1M32,495$4.9M32,801-306-0.93%Reduce
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDJUL
0.78%0.87%$5.1M101,806$5.1M109,498-7,692-7.02%Reduce
VVANGUARD INDEX FDSVTV
0.75%0.77%$4.9M22,632$4.6M23,207-575-2.48%Reduce
VVANGUARD SPECIALIZED FUNDSVIG
0.74%0.76%$4.8M20,435$4.5M20,762-327-1.57%Reduce
FFIRST TR EXCHNG TRADED FD VIDDEC
0.67%0.7%$4.4M92,646$4.1M93,296-650-0.70%Reduce
MICROSOFT CORPMSFT
0.61%0.68%$4.0M10,679$4.0M10,869-190-1.75%Reduce
CINTAS CORP COMCTAS
0.58%0.64%$3.8M22,265$3.8M22,26500.00%Unchanged
SSPDR SERIES TRUSTSPYG
0.56%0.51%$3.7M30,779$3.0M30,853-74-0.24%Reduce
SSTATE STREETSPYM
0.48%0.22%$3.2M35,980$1.3M17,210+18,770+109.06%Add
VVANGUARD INDEX FDSVUG
0.41%0.39%$2.7M31,127$2.3M5,213+25,914+497.10%Add
AAlphabet Inc Class CGOOG
0.36%0.32%$2.3M6,638$1.9M6,654-16-0.24%Reduce
TT ROWE PRICE EXCHANGE-TRADEDTGRW
0.35%0.34%$2.3M47,488$2.0M49,037-1,549-3.16%Reduce
FFIRST TR EXCH TRADED FD IIIFPE
0.34%0.38%$2.2M125,201$2.2M125,638-437-0.35%Reduce
FFIRST TR EXCHNG TRADED FD VIDAUG
0.34%0.39%$2.2M47,252$2.3M53,385-6,133-11.49%Reduce
FFIRST TR EXCHNG TRADED FD VIDMAY
0.33%0.22%$2.2M46,326$1.3M28,701+17,625+61.41%Add
JJ P MORGAN EXCHANGE TRADED FJEPI
0.31%0.51%$2.0M35,696$3.0M52,800-17,104-32.39%Reduce
APPLIED MATLS INCAMAT
0.3%0.19%$2.0M2,698$1.1M3,289-591-17.97%Reduce
META PLATFORMS INCMETA
0.29%0.33%$1.9M3,341$1.9M3,368-27-0.80%Reduce
IISHARES S&P SMALL-CAP 600 GROWTH ETFIJT
0.28%0.26%$1.8M10,132$1.5M10,464-332-3.17%Reduce
IISHARES TRIJJ
0.27%0.27%$1.8M12,144$1.6M12,200-56-0.46%Reduce
FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST U S EQUITY DEEP BUFFER ETF - APRILDAPR
0.27%$1.8M43,585$00+43,585New Buy
TAIWAN SEMICONDUCTOR MANUFACTSM
0.27%0.23%$1.8M3,716$1.4M4,083-367-8.99%Reduce
AAMERICAN CENTY ETF TREFV
0.27%0.29%$1.8M22,836$1.7M22,993-157-0.68%Reduce
IISHARES RUSSELL MID-CAP GROWTH ETFIWP
0.27%0.26%$1.8M12,012$1.5M12,025-13-0.11%Reduce
IISHARES TRIJK
0.27%0.26%$1.7M14,820$1.6M15,490-670-4.33%Reduce
VVANGUARD MUN BD FDSVTEB
0.26%0.37%$1.7M34,164$2.2M43,599-9,435-21.64%Reduce
ELI LILLY & COLLY
0.26%0.23%$1.7M1,429$1.4M1,504-75-4.99%Reduce
FFIRST TR EXCHNG TRADED FD VIFVD
0.26%0.4%$1.7M34,730$2.3M49,570-14,840-29.94%Reduce
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
0.25%0.25%$1.6M20,776$1.5M20,797-21-0.10%Reduce
FFIRST TR EXCHANGE TRADED FDSDVY
0.25%0.24%$1.6M37,926$1.4M36,246+1,680+4.63%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow