account_balance
Investment manager · 13F filer · SEC CIK 1936603
Ritter Daniher Financial Advisory LLC
Reported value$657Mas of Jun 30, 2026
Positions602 41 new, 29 sold out
Top 10 weight61.3%IVV alone is 16%
FiledJul 1414 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.0%
DGROiShares Tr
7.6%Added +3%
PYLDPimco ETF Tr
7.3%Added +4%
IEFAiShares Tr
5.7%
AVEMAmerican Centy ETF Tr
5.7%Trimmed −3%
IJHiShares Tr
5.0%
VNLAJanus Detroit STR Tr
4.9%Added +12%
IJRiShares Tr
3.5%
QGRWWisdomtree Tr
3.5%Added +3%
VOOVanguard Index FDS
2.1%Added +2%
DFISDimensional ETF Trust
1.8%Added +7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 16.0% Held
DGRO iShares Tr 7.6% Added +3%
PYLD Pimco ETF Tr 7.3% Added +4%
IEFA iShares Tr 5.7% Held
AVEM American Centy ETF Tr 5.7% Trimmed −3%
IJH iShares Tr 5.0% Held
VNLA Janus Detroit STR Tr 4.9% Added +12%
IJR iShares Tr 3.5% Held
QGRW Wisdomtree Tr 3.5% Added +3%
VOO Vanguard Index FDS 2.1% Added +2%
DFIS Dimensional ETF Trust 1.8% Added +7%
PG Procter & Gamble Co 1.6% Trimmed −3%What changed