John Ritter

Ritter Daniher Financial Advisory Llc De

Assets Managed

$656.805M

Holdings

602

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

11.44%(2Q avg: 5.15%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ritter Daniher Financial Advisory Llc De's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 602 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 656.805M in assets, with a quarterly growth rate of 11.44% and a 2-quarter average growth rate of 5.15%. The portfolio is managed by John Ritter, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -0.88%	16.03%	$105.241M 140,529 shares@ $748.9 avg price	Decreased -0.88%
DGRO Ishares Core Dividend Growth Recent Activity Increased 2.54%	7.61%	$49.94M 658,931 shares@ $75.79 avg price	Increased 2.54%
PYLD Pimco Multisector Bond Actv Recent Activity Increased 3.75%	7.33%	$48.103M 1.814M shares@ $26.53 avg price	Increased 3.75%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 0.97%	5.72%	$37.559M 388,888 shares@ $96.59 avg price	Increased 0.97%
AVEM Avantis Emerging Markets Eq Recent Activity Decreased -2.59%	5.72%	$37.525M 388,904 shares@ $96.49 avg price	Decreased -2.59%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 0.43%	5%	$32.793M 425,279 shares@ $77.11 avg price	Increased 0.43%
VNLA Janus Henderson Short Durati Recent Activity Increased 11.91%	4.88%	$32.022M 655,300 shares@ $48.87 avg price	Increased 11.91%
IJR Ishares Core S&p Small-cap E Recent Activity Decreased -0.46%	3.51%	$23.051M 155,426 shares@ $148.31 avg price	Decreased -0.46%
QGRW Wisdomtree Us Quality Growth Recent Activity Increased 2.78%	3.48%	$22.806M 345,390 shares@ $66.04 avg price	Increased 2.78%
VOO Vanguard S&p 500 Etf Recent Activity Increased 2.02%	2.11%	$13.808M 20,105 shares@ $686.81 avg price	Increased 2.02%

1-10 of 602