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| Name: |
Ritter Daniher Financial Advisory LLC / DE |
| City: |
CINCINNATI |
| State: |
OH |
| Zip: |
45255 |
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data |
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| Holdings
Found :
24 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTEB |
Vanguard Tax Exempt Bond Etf |
50 |
New |
$50.22 |
$429,000 |
8,400 |
0.16% |
429,000 |
8,400 |
0 |
N/A |
|
|
VTES |
Vanguard Short-term Tax-exe... |
69 |
New |
$0.00 |
$248,000 |
2,450 |
0.09% |
248,000 |
2,450 |
0.138 |
N/A |
|
|
JKK |
iShares Trust Small Growth ... |
94 |
New |
$45.81 |
$140,000 |
3,180 |
0.05% |
140,000 |
3,180 |
0 |
Closed - End Fund - E... |
|
|
ACWI |
iShares MSCI ACWI Index |
102 |
New |
$110.86 |
$122,000 |
1,195 |
0.05% |
122,000 |
1,195 |
0.001 |
Closed - End Fund - E... |
|
|
IWV |
iShares Tr Russell 3000 Indx |
104 |
New |
$299.39 |
$119,000 |
435 |
0.04% |
119,000 |
435 |
0.001 |
Closed - End Fund - E... |
|
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AVDV |
Avantis International Small... |
112 |
New |
$0.00 |
$113,000 |
1,810 |
0.04% |
113,000 |
1,810 |
0.001 |
N/A |
|
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OGN |
Organon & Co. |
126 |
New |
$21.35 |
$72,000 |
5,000 |
0.03% |
72,000 |
5,000 |
0 |
N/A |
|
|
VYM |
Vanguard High Dividend Yiel... |
128 |
New |
$120.30 |
$67,000 |
604 |
0.02% |
67,000 |
604 |
0 |
Closed - End Fund - Debt |
|
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CAVA |
Cava Group, Inc. |
133 |
New |
$78.51 |
$64,000 |
1,500 |
0.02% |
64,000 |
1,500 |
0 |
N/A |
|
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BTT |
Blackrock Municipal Target ... |
146 |
New |
$20.67 |
$52,000 |
2,506 |
0.02% |
52,000 |
2,506 |
0.004 |
N/A |
|
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DKNG |
Draftkings Inc Class A |
153 |
New |
$0.00 |
$48,000 |
1,370 |
0.02% |
48,000 |
1,370 |
0 |
N/A |
|
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WS |
Worthington Steel, Inc. |
173 |
New |
$33.25 |
$32,000 |
1,150 |
0.01% |
32,000 |
1,150 |
0 |
N/A |
|
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CRWD |
Crowdstrike Holdings, Inc. |
186 |
New |
$329.55 |
$26,000 |
100 |
0.01% |
26,000 |
100 |
0 |
N/A |
|
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CI |
Cigna Corporation |
206 |
New |
$346.42 |
$16,000 |
55 |
0.01% |
16,000 |
55 |
0 |
Health Care Plans |
|
|
KNSL |
Kinsale Capital Group, Inc. |
217 |
New |
$378.15 |
$13,000 |
40 |
0% |
13,000 |
40 |
0 |
N/A |
|
|
STNE |
Stoneco Ltd |
229 |
New |
$0.00 |
$10,000 |
550 |
0% |
10,000 |
550 |
0 |
N/A |
|
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AJG |
Arthur J Gallagher & Co |
240 |
New |
$250.72 |
$9,000 |
40 |
0% |
9,000 |
40 |
0 |
Insurance Brokers |
|
|
EXTR |
Extreme Networks Inc |
247 |
New |
$10.64 |
$8,000 |
450 |
0% |
8,000 |
450 |
0 |
Internet Software & S... |
|
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LMT |
Lockheed Martin Corp |
270 |
New |
$467.18 |
$5,000 |
11 |
0% |
5,000 |
11 |
0 |
Aerospace/Defense - M... |
|
|
NOC |
Northrop Grumman Corp |
269 |
New |
$474.07 |
$5,000 |
10 |
0% |
5,000 |
10 |
0 |
Aerospace/Defense - M... |
|
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ETE |
Energy Transfer Equity LP |
286 |
New |
$15.87 |
$3,000 |
207 |
0% |
3,000 |
207 |
0.02 |
Oil & Gas Pipelines &... |
|
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POWW |
AMMO Inc |
307 |
New |
$2.44 |
$2,000 |
1,000 |
0% |
2,000 |
1,000 |
0 |
N/A |
|
|
LAC |
Lithium Americas Corp |
329 |
New |
$4.57 |
$1,000 |
150 |
0% |
1,000 |
150 |
0 |
N/A |
|
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NLOP |
Net Lease Office Properties |
347 |
New |
$24.15 |
$0 |
18 |
0% |
0 |
18 |
0 |
N/A |
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