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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 2 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYM VANGUARD WHITEHALL FDS 32,495.0 $5.1M 0.78% -306.0 -0.9% $158.03 +4.8%
22 DJUL FIRST TR EXCHNG TRADED FD VI 101,806.0 $5.1M 0.78% -8K -7.0% $50.15 +2.2%
23 VTV VANGUARD INDEX FDS 22,632.0 $4.9M 0.75% -575.0 -2.5% $217.93 +4.0%
24 VIG VANGUARD SPECIALIZED FUNDS 20,435.0 $4.8M 0.74% -327.0 -1.6% $236.62 +3.3%
25 DDEC FIRST TR EXCHNG TRADED FD VI 92,646.0 $4.4M 0.67% -650.0 -0.7% $47.38 +1.9%
26 MSFT MICROSOFT CORP Technology 10,679.0 $4.0M 0.61% -190.0 -1.8% $373.02 +28.8%
27 CTAS CINTAS CORP Industrials 22,265.0 $3.8M 0.58% $170.08 +16.3%
28 SPYG SPDR SERIES TRUST 30,779.0 $3.7M 0.56% $118.99 +2.9%
29 SPYM SPDR SERIES TRUST 35,980.0 $3.2M 0.48% +19K +109.1% $87.88 +3.5%
30 VUG VANGUARD INDEX FDS 31,127.0 $2.7M 0.41% +26K +497.1% $86.14 +3.2%
31 GOOG ALPHABET INC Communication Services 6,638.0 $2.3M 0.36% $353.32 -3.4%
32 TGRW T ROWE PRICE EXCHANGE-TRADED 47,488.0 $2.3M 0.34% -2K -3.2% $47.72 +1.0%
33 FPE FIRST TR EXCH TRADED FD III 125,201.0 $2.2M 0.34% $17.88 -0.8%
34 DAUG FIRST TR EXCHNG TRADED FD VI 47,252.0 $2.2M 0.34% -6K -11.5% $46.85 +1.4%
35 DMAY FIRST TR EXCHNG TRADED FD VI 46,326.0 $2.2M 0.33% +18K +61.4% $47.12 +1.9%
36 JEPI J P MORGAN EXCHANGE TRADED F 35,696.0 $2.0M 0.31% -17K -32.4% $56.48 +2.3%
37 AMAT APPLIED MATLS INC Technology 2,698.0 $2.0M 0.30% -591.0 -18.0% $722.93 -26.0%
38 META META PLATFORMS INC Communication Services 3,341.0 $1.9M 0.29% -27.0 -0.8% $563.34 +1.0%
39 IJT ISHARES TR 10,132.0 $1.8M 0.28% -332.0 -3.2% $178.61 -0.2%
40 IJJ ISHARES TR 12,144.0 $1.8M 0.27% $147.73 +2.1%
Page 2 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%