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John Ritter

Ritter Daniher Financial Advisory Llc De

Assets Managed
$589.407M
Holdings
590
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-1.13%(2Q avg: 1.92%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ritter Daniher Financial Advisory Llc De's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 590 positions.

Assets under management

The assets under management (AUM) of Ritter Daniher Financial Advisory Llc De over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 589.407M in assets, with a quarterly growth rate of -1.13% and a 2-quarter average growth rate of 1.92%. The portfolio is managed by John Ritter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.16%
15.72%
$92.615M
141,785 shares@ $653.21 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 5.49%
7.78%
$45.807M
1.748M shares@ $26.21 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 2.02%
7.66%
$45.102M
642,658 shares@ $70.19 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.16%
5.92%
$34.87M
385,179 shares@ $90.53 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -2.25%
5.46%
$32.173M
399,267 shares@ $80.58 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Increased 22.6%
4.86%
$28.612M
585,593 shares@ $48.87 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.5%
4.86%
$28.599M
423,493 shares@ $67.54 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.99%
3.3%
$19.411M
156,148 shares@ $124.32 avg price
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Increased 8.52%
3.05%
$17.957M
336,078 shares@ $53.44 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.42%
2%
$11.776M
19,707 shares@ $597.57 avg price

1-10 of 590