Filed: 8/11/2025ACC: 0001855205-25-000038
📋 What this filing means
RITTER DANIHER FINANCIAL ADVISORY LLC / DE filed this quarterly 13F‑HR report disclosing 336 equity positions with a total reported market value of $407.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
336
Positions
$407.19M
Total AUM (reported)
5.46M
Total Shares
Allocation by class
CORE S&P500 ETF$87.99M21.6%
COM$62.39M15.3%
CORE DIV GRWTH$38.62M9.5%
CORE MSCI EAFE$31.76M7.8%
AVANTIS EMGMKT$30.18M7.4%
CORE S&P MCP ETF$29.07M7.1%
MULTISECTOR BD$23.79M5.8%
Portfolio Concentration
Top 3$158.37M38.9%
4–10$136.65M33.6%
11–25$63.16M15.5%
Rest$49.01M12.0%
Top 3 weight
38.9%
Top 10 weight
72.5%
Voting Authority Distribution
Total shares with voting rights: 5.46M
Sole
Full voting authority
135.83K
shares
% of voting shares2.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.32M
shares
% of voting shares97.5%
Investment Discretion (by position count)
Sole336
Shared0
Other0
Dominant voting typeNone · 97.5% of voting shares
Institutional Holdings336
Rows:
ISHARES TR
SOLEShares141.72K
TypeSH
Market value$87.99M
21.61%
Sole
4.18K
Shared
0.00
None
137.54K
ISHARES TR
SOLEShares603.95K
TypeSH
Market value$38.62M
9.48%
Sole
23.81K
Shared
0.00
None
580.14K
ISHARES TR
SOLEShares380.47K
TypeSH
Market value$31.76M
7.80%
Sole
12.30K
Shared
0.00
None
368.17K
AMERICAN CENTY ETF TR
SOLEShares440.40K
TypeSH
Market value$30.18M
7.41%
Sole
15.46K
Shared
0.00
None
424.94K
ISHARES TR
SOLEShares468.69K
TypeSH
Market value$29.07M
7.14%
Sole
11.24K
Shared
0.00
None
457.45K
PIMCO ETF TR
SOLEShares896.40K
TypeSH
Market value$23.79M
5.84%
Sole
8.55K
Shared
0.00
None
887.86K
ISHARES TR
SOLEShares162.65K
TypeSH
Market value$17.78M
4.37%
Sole
5.59K
Shared
0.00
None
157.06K
WISDOMTREE TR
SOLEShares300.47K
TypeSH
Market value$15.79M
3.88%
Sole
5.90K
Shared
0.00
None
294.57K
PROCTER AND GAMBLE CO
SOLEShares67.40K
TypeSH
Market value$10.74M
2.64%
Sole
0.00
Shared
0.00
None
67.40K
DIMENSIONAL ETF TRUST
SOLEShares311.58K
TypeSH
Market value$9.30M
2.28%
Sole
8.92K
Shared
0.00
None
302.66K
J P MORGAN EXCHANGE TRADED F
SOLEShares162.56K
TypeSH
Market value$9.24M
2.27%
Sole
1.73K
Shared
0.00
None
160.83K
LCNB CORP
SOLEShares567.73K
TypeSH
Market value$8.25M
2.03%
Sole
0.00
Shared
0.00
None
567.73K
JANUS DETROIT STR TR
SOLEShares164.59K
TypeSH
Market value$8.10M
1.99%
Sole
0.00
Shared
0.00
None
164.59K
APPLE INC
SOLEShares37.30K
TypeSH
Market value$7.65M
1.88%
Sole
254.00
Shared
0.00
None
37.04K
JPMORGAN CHASE & CO.
SOLEShares19.31K
TypeSH
Market value$5.60M
1.37%
Sole
0.00
Shared
0.00
None
19.31K
CINTAS CORP
SOLEShares24.81K
TypeSH
Market value$5.53M
1.36%
Sole
0.00
Shared
0.00
None
24.81K
AMAZON COM INC
SOLEShares15.09K
TypeSH
Market value$3.31M
0.81%
Sole
345.00
Shared
0.00
None
14.74K
MICROSOFT CORP
SOLEShares6.51K
TypeSH
Market value$3.24M
0.80%
Sole
165.00
Shared
0.00
None
6.34K
T ROWE PRICE ETF INC
SOLEShares51.99K
TypeSH
Market value$2.19M
0.54%
Sole
2.29K
Shared
0.00
None
49.70K
J P MORGAN EXCHANGE TRADED F
SOLEShares30.06K
TypeSH
Market value$1.97M
0.48%
Sole
6.09K
Shared
0.00
None
23.97K
ISHARES TR
SOLEShares12.85K
TypeSH
Market value$1.78M
0.44%
Sole
0.00
Shared
0.00
None
12.85K
ISHARES TR
SOLEShares18.61K
TypeSH
Market value$1.69M
0.42%
Sole
3.81K
Shared
0.00
None
14.80K
ISHARES TR
SOLEShares13.25K
TypeSH
Market value$1.64M
0.40%
Sole
526.00
Shared
0.00
None
12.72K
ALPHABET INC
SOLEShares8.58K
TypeSH
Market value$1.51M
0.37%
Sole
320.00
Shared
0.00
None
8.26K
AMERICAN CENTY ETF TR
SOLEShares23.60K
TypeSH
Market value$1.47M
0.36%
Sole
6.50K
Shared
0.00
None
17.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 141.72K | SH | $87.99M 21.61% | 4.18K | 0.00 | 137.54K |
ISHARES TRSOLE | CORE DIV GRWTH | 603.95K | SH | $38.62M 9.48% | 23.81K | 0.00 | 580.14K |
ISHARES TRSOLE | CORE MSCI EAFE | 380.47K | SH | $31.76M 7.80% | 12.30K | 0.00 | 368.17K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 440.40K | SH | $30.18M 7.41% | 15.46K | 0.00 | 424.94K |
ISHARES TRSOLE | CORE S&P MCP ETF | 468.69K | SH | $29.07M 7.14% | 11.24K | 0.00 | 457.45K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 896.40K | SH | $23.79M 5.84% | 8.55K | 0.00 | 887.86K |
ISHARES TRSOLE | CORE S&P SCP ETF | 162.65K | SH | $17.78M 4.37% | 5.59K | 0.00 | 157.06K |
WISDOMTREE TRSOLE | US QUALITY GROW | 300.47K | SH | $15.79M 3.88% | 5.90K | 0.00 | 294.57K |
PROCTER AND GAMBLE COSOLE | COM | 67.40K | SH | $10.74M 2.64% | 0.00 | 0.00 | 67.40K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 311.58K | SH | $9.30M 2.28% | 8.92K | 0.00 | 302.66K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 162.56K | SH | $9.24M 2.27% | 1.73K | 0.00 | 160.83K |
LCNB CORPSOLE | COM | 567.73K | SH | $8.25M 2.03% | 0.00 | 0.00 | 567.73K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 164.59K | SH | $8.10M 1.99% | 0.00 | 0.00 | 164.59K |
APPLE INCSOLE | COM | 37.30K | SH | $7.65M 1.88% | 254.00 | 0.00 | 37.04K |
JPMORGAN CHASE & CO.SOLE | COM | 19.31K | SH | $5.60M 1.37% | 0.00 | 0.00 | 19.31K |
CINTAS CORPSOLE | COM | 24.81K | SH | $5.53M 1.36% | 0.00 | 0.00 | 24.81K |
AMAZON COM INCSOLE | COM | 15.09K | SH | $3.31M 0.81% | 345.00 | 0.00 | 14.74K |
MICROSOFT CORPSOLE | COM | 6.51K | SH | $3.24M 0.80% | 165.00 | 0.00 | 6.34K |
T ROWE PRICE ETF INCSOLE | PRICE GRW STOCK | 51.99K | SH | $2.19M 0.54% | 2.29K | 0.00 | 49.70K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 30.06K | SH | $1.97M 0.48% | 6.09K | 0.00 | 23.97K |
ISHARES TRSOLE | RUS MD CP GR ETF | 12.85K | SH | $1.78M 0.44% | 0.00 | 0.00 | 12.85K |
ISHARES TRSOLE | S&P MC 400GR ETF | 18.61K | SH | $1.69M 0.42% | 3.81K | 0.00 | 14.80K |
ISHARES TRSOLE | S&P MC 400VL ETF | 13.25K | SH | $1.64M 0.40% | 526.00 | 0.00 | 12.72K |
ALPHABET INCSOLE | CAP STK CL A | 8.58K | SH | $1.51M 0.37% | 320.00 | 0.00 | 8.26K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 23.60K | SH | $1.47M 0.36% | 6.50K | 0.00 | 17.09K |
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