RITTER DANIHER FINANCIAL ADVISORY LLC / DE

Filed: 5/9/2025ACC: 0001855205-25-000024

📋 What this filing means

RITTER DANIHER FINANCIAL ADVISORY LLC / DE filed this quarterly 13F‑HR report disclosing 310 equity positions with a total reported market value of $366.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

310

Positions

$366.63M

Total AUM (reported)

5.21M

Total Shares

Allocation by class

CORE S&P500 ETF$77.71M21.2%

COM$57.75M15.8%

CORE DIV GRWTH$36.15M9.9%

CORE MSCI EAFE$29.26M8.0%

CORE S&P MCP ETF$28.28M7.7%

AVANTIS EMGMKT$26.91M7.3%

MULTISECTOR BD$21.47M5.9%

Portfolio Concentration

Top 3$143.12M39.0%

4–10$128.75M35.1%

11–25$52.15M14.2%

Rest$42.61M11.6%

Top 3 weight

39.0%

Top 10 weight

74.2%

Voting Authority Distribution

Total shares with voting rights: 5.21M

Sole

Full voting authority

130.24K

% of voting shares2.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.08M

% of voting shares97.5%

Investment Discretion (by position count)

Sole310

Shared0

Other0

Dominant voting typeNone · 97.5% of voting shares

Institutional Holdings310

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares138.30K

TypeSH

Market value$77.71M

21.20%

Sole

4.14K

Shared

0.00

None

134.16K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares585.19K

TypeSH

Market value$36.15M

9.86%

Sole

24.11K

Shared

0.00

None

561.08K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares386.80K

TypeSH

Market value$29.26M

7.98%

Sole

12.17K

Shared

0.00

None

374.63K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares484.74K

TypeSH

Market value$28.28M

7.71%

Sole

11.24K

Shared

0.00

None

473.49K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares447.24K

TypeSH

Market value$26.91M

7.34%

Sole

14.94K

Shared

0.00

None

432.31K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares814.98K

TypeSH

Market value$21.47M

5.86%

Sole

5.90K

Shared

0.00

None

809.08K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares165.07K

TypeSH

Market value$17.26M

4.71%

Sole

5.59K

Shared

0.00

None

159.48K

WISDOMTREE TR

SOLE

US QUALITY GROW

Shares310.86K

TypeSH

Market value$13.65M

3.72%

Sole

5.50K

Shared

0.00

None

305.37K

PROCTER AND GAMBLE CO

SOLE

COM

Shares70.69K

TypeSH

Market value$12.05M

3.29%

Sole

0.00

Shared

0.00

None

70.69K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares159.68K

TypeSH

Market value$9.12M

2.49%

Sole

1.65K

Shared

0.00

None

158.03K

APPLE INC

SOLE

COM

Shares38.13K

TypeSH

Market value$8.47M

2.31%

Sole

254.00

Shared

0.00

None

37.88K

LCNB CORP

SOLE

COM

Shares559.16K

TypeSH

Market value$8.27M

2.26%

Sole

0.00

Shared

0.00

None

559.16K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP E

Shares305.34K

TypeSH

Market value$7.89M

2.15%

Sole

7.84K

Shared

0.00

None

297.51K

JPMORGAN CHASE & CO.

SOLE

COM

Shares19.20K

TypeSH

Market value$4.71M

1.28%

Sole

0.00

Shared

0.00

None

19.20K

CINTAS CORP

SOLE

COM

Shares17.19K

TypeSH

Market value$3.53M

0.96%

Sole

0.00

Shared

0.00

None

17.19K

AMAZON COM INC

SOLE

COM

Shares15.19K

TypeSH

Market value$2.89M

0.79%

Sole

345.00

Shared

0.00

None

14.84K

JANUS DETROIT STR TR

SOLE

HENDRSN SHRT ETF

Shares53.48K

TypeSH

Market value$2.63M

0.72%

Sole

0.00

Shared

0.00

None

53.48K

MICROSOFT CORP

SOLE

COM

Shares6.46K

TypeSH

Market value$2.42M

0.66%

Sole

165.00

Shared

0.00

None

6.29K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares34.46K

TypeSH

Market value$2.19M

0.60%

Sole

6.09K

Shared

0.00

None

28.37K

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares19.27K

TypeSH

Market value$1.60M

0.44%

Sole

3.81K

Shared

0.00

None

15.45K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares2.00

TypeSH

Market value$1.60M

0.44%

Sole

0.00

Shared

0.00

None

2.00

ISHARES TR

SOLE

RUS MD CP GR ETF

Shares13.43K

TypeSH

Market value$1.58M

0.43%

Sole

0.00

Shared

0.00

None

13.43K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares12.85K

TypeSH

Market value$1.54M

0.42%

Sole

526.00

Shared

0.00

None

12.32K

AMERICAN CENTY ETF TR

SOLE

INTERNATIONAL LR

Shares26.49K

TypeSH

Market value$1.50M

0.41%

Sole

6.50K

Shared

0.00

None

19.98K

ALPHABET INC

SOLE

CAP STK CL A

Shares8.58K

TypeSH

Market value$1.33M

0.36%

Sole

320.00

Shared

0.00

None

8.26K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE S&P500 ETF	138.30K	SH	$77.71M 21.20%	4.14K	134.16K
ISHARES TRSOLE	CORE DIV GRWTH	585.19K	SH	$36.15M 9.86%	24.11K	561.08K
ISHARES TRSOLE	CORE MSCI EAFE	386.80K	SH	$29.26M 7.98%	12.17K	374.63K
ISHARES TRSOLE	CORE S&P MCP ETF	484.74K	SH	$28.28M 7.71%	11.24K	473.49K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	447.24K	SH	$26.91M 7.34%	14.94K	432.31K
PIMCO ETF TRSOLE	MULTISECTOR BD	814.98K	SH	$21.47M 5.86%	5.90K	809.08K
ISHARES TRSOLE	CORE S&P SCP ETF	165.07K	SH	$17.26M 4.71%	5.59K	159.48K
WISDOMTREE TRSOLE	US QUALITY GROW	310.86K	SH	$13.65M 3.72%	5.50K	305.37K
PROCTER AND GAMBLE COSOLE	COM	70.69K	SH	$12.05M 3.29%	0.00	70.69K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	159.68K	SH	$9.12M 2.49%	1.65K	158.03K
APPLE INCSOLE	COM	38.13K	SH	$8.47M 2.31%	254.00	37.88K
LCNB CORPSOLE	COM	559.16K	SH	$8.27M 2.26%	0.00	559.16K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP E	305.34K	SH	$7.89M 2.15%	7.84K	297.51K
JPMORGAN CHASE & CO.SOLE	COM	19.20K	SH	$4.71M 1.28%	0.00	19.20K
CINTAS CORPSOLE	COM	17.19K	SH	$3.53M 0.96%	0.00	17.19K
AMAZON COM INCSOLE	COM	15.19K	SH	$2.89M 0.79%	345.00	14.84K
JANUS DETROIT STR TRSOLE	HENDRSN SHRT ETF	53.48K	SH	$2.63M 0.72%	0.00	53.48K
MICROSOFT CORPSOLE	COM	6.46K	SH	$2.42M 0.66%	165.00	6.29K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	34.46K	SH	$2.19M 0.60%	6.09K	28.37K
ISHARES TRSOLE	S&P MC 400GR ETF	19.27K	SH	$1.60M 0.44%	3.81K	15.45K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	2.00	SH	$1.60M 0.44%	0.00	2.00
ISHARES TRSOLE	RUS MD CP GR ETF	13.43K	SH	$1.58M 0.43%	0.00	13.43K
ISHARES TRSOLE	S&P MC 400VL ETF	12.85K	SH	$1.54M 0.42%	526.00	12.32K
AMERICAN CENTY ETF TRSOLE	INTERNATIONAL LR	26.49K	SH	$1.50M 0.41%	6.50K	19.98K
ALPHABET INCSOLE	CAP STK CL A	8.58K	SH	$1.33M 0.36%	320.00	8.26K

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