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RITTER DANIHER FINANCIAL ADVISORY LLC

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CINCINNATI OH Investment Advisor
13F Summary
Ritter Daniher Financial Advisory is based out of Cincinnati. Ritter Daniher Financial Advisory is a large advisory firm with 400 clients and discretionary assets under management (AUM) of $447,277,472 (Form ADV from 2023-08-14). Their last reported 13F filing for Q4 2023 included $269,652,122 in managed 13F securities and a top 10 holdings concentration of 78.17%. Ritter Daniher Financial Advisory's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 130,149. Whalewisdom has at least 7 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IVV iShares Core S&P 500 23.05%
DGRO iShares Core Dividen 10.4%
IEFA iShares Core MSCI EA 9.2%
IJH iShares Core S&P Mid 9.04%
AVEM Avantis Emerging Mar 6.98%

2023-12-31

13F Activity

Market Value $270m, Prior: $237m
New Purchases 26 stocks
Added To 42 stocks
Sold out of 33 stocks
Reduced holdings in 87 stocks
Top 10 Holdings % 78.17%
Turnover %[1] 17%
Turnover Alt %[2] 2.06%
Time Held Top 20 4.7 quarters
Time Held Top 10 5.5 quarters
Time Held All 4.38 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance