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Portfolio (Quarterly) Guide ↗

Ritter Daniher Financial Advisory LLC / DE

· CIK 0001936603
13F Portfolio $657M AUM 606 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 41 New 85 Added 138 Reduced 29 Exited
Page 15 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XJR ISHARES TR 919.0 $48K 0.01% $52.75 -0.8%
282 FRNW FIDELITY COVINGTON TRUST 1,970.0 $48K 0.01% $24.38 -7.7%
283 PSA PUBLIC STORAGE Real Estate 150.0 $48K 0.01% -109.0 -42.1% $318.31 +1.5%
284 NVT NVENT ELEC PLC Industrials 275.0 $47K 0.01% -100.0 -26.7% $169.44 -2.8%
285 UNIT UNITI GROUP LLC Real Estate 4,039.0 $46K 0.01% $11.47 -13.6%
286 PEBO PEOPLES BANCORP INC Financial Services 1,193.0 $46K 0.01% +15.0 +1.3% $38.42 +6.7%
287 CLS CELESTICA INC Technology 121.0 $44K 0.01% $364.80 -14.9%
288 NVO NOVO-NORDISK A S Healthcare 895.0 $43K 0.01% $47.92 -4.6%
289 ALAI THE ALGER ETF TRUST 940.0 $43K 0.01% $45.63 -1.7%
290 DCI DONALDSON INC Industrials 477.0 $43K 0.01% $89.84 +4.6%
291 APOG APOGEE ENTERPRISES INC Industrials 936.0 $43K 0.01% +6.0 +0.7% $45.76 -9.8%
292 NKE NIKE INC Consumer Cyclical 995.0 $41K 0.01% $41.04 -2.4%
293 VWO VANGUARD INTL EQUITY INDEX F 684.0 $41K 0.01% +223.0 +48.4% $59.68 -0.1%
294 AIVL WISDOMTREE TR 308.0 $40K 0.01% +2.0 +0.7% $130.92 +3.0%
295 VPU VANGUARD WORLD FD 202.0 $39K 0.01% $195.39 -2.6%
296 PPL PPL CORP Utilities 1,081.0 $39K 0.01% +8.0 +0.8% $36.33 -2.0%
297 WS WORTHINGTON STL INC Basic Materials 1,150.0 $39K 0.01% $33.58 +9.7%
298 AA ALCOA CORP Basic Materials 733.0 $38K 0.01% $52.14 -4.1%
299 DEO DIAGEO PLC Consumer Defensive 475.0 $38K 0.01% -304.0 -39.0% $80.40 +13.2%
300 SCHV SCHWAB STRATEGIC TR 1,092.0 $38K 0.01% $34.80 +0.8%
Page 15 of 31  ·  602 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.4%
Technology 20.7%
Consumer Defensive 11.7%
Communication Services 9.9%
Consumer Cyclical 8.6%
Industrials 7.5%
Healthcare 5.5%
Energy 2.5%
Utilities 2.0%
Basic Materials 0.8%