Ritter Daniher Financial Advisory LLC / DE - Portfolio overview

Ritter Daniher Financial Advisory LLC / DE has 658 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.61%
2. PYLD - PIMCO ETF TR, 7.72%
3. DGRO - ISHARES TR, 7.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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