Portfolio (Quarterly)
Guide ↗
Ritter Daniher Financial Advisory LLC / DE
· CIK 0001936603| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | J P MORGAN EXCHANGE TRADED F | — | 24 | $2K | — | SOLD |
| 22 | — | ISHARES TR | — | 28 | $1K | — | SOLD |
| 23 | NET | CLOUDFLARE INC | Technology | 5 | $986.0 | — | SOLD |
| 24 | XXRP | LISTED FDS TR | — | 100 | $954.0 | — | SOLD |
| 25 | — | BARCLAYS BANK PLC | — | 16 | $856.0 | — | SOLD |
| 26 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 10 | $684.0 | — | SOLD |
| 27 | — | SOUTH BOW CORP | — | 20 | $550.0 | — | SOLD |
| 28 | OGN | ORGANON & CO | Healthcare | 70 | $502.0 | — | SOLD |
| 29 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 10 | $325.0 | — | SOLD |
| 30 | DFLV | DIMENSIONAL ETF TRUST | — | 6 | $208.0 | — | SOLD |
| 31 | DEHP | DIMENSIONAL ETF TRUST | — | 6 | $197.0 | — | SOLD |
| 32 | AVUV | AMERICAN CENTY ETF TR | — | 1 | $104.0 | — | SOLD |
| 33 | DIVI | FRANKLIN TEMPLETON ETF TR | — | 2 | $81.0 | — | SOLD |
Sector Allocation
Financial Services
29.5%
Technology
18.8%
Consumer Defensive
13.0%
Communication Services
9.5%
Consumer Cyclical
8.6%
Industrials
7.8%
Healthcare
5.9%
Energy
3.2%
Utilities
2.2%
Basic Materials
0.9%