Ritter Daniher Financial Advisory LLC 13F 持仓 · 最近申报 2022年Q1
Ritter Daniher Financial Advisory 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 242 只证券，申报市值合计 1.45 亿美元。前几大持仓：IVV（21.70%）、DGRO（12.42%）、PG（8.06%）。本季前 25 大持仓中：增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $31.5M | 21.70% | 69,357 | 减持 |
| 2 | DGRO | ISHARES TR | $18.0M | 12.42% | 337,258 | 增持 |
| 3 | PG | PROCTER AND GAMBLE CO | $11.7M | 8.06% | 76,460 | 增持 |
| 4 | IJH | ISHARES TR | $10.9M | 7.50% | 40,551 | 增持 |
| 5 | LCNB | LCNB CORP | $9.9M | 6.80% | 561,459 | 持平 |
| 6 | IEFA | ISHARES TR | $9.4M | 6.48% | 135,216 | 增持 |
| 7 | IJR | ISHARES TR | $6.2M | 4.29% | 57,655 | 增持 |
| 8 | AAPL | APPLE INC | $6.0M | 4.13% | 34,314 | 减持 |
| 9 | EFA | ISHARES TR | $2.3M | 1.56% | 30,728 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.55% | 16,457 | 增持 |
| 11 | AMZN | AMAZON COM INC | $2.0M | 1.41% | 627 | 增持 |
| 12 | CTAS | CINTAS CORP | $2.0M | 1.41% | 4,794 | 减持 |
| 13 | IWP | ISHARES TR | $1.7M | 1.14% | 16,460 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $1.3M | 0.91% | 4,265 | 增持 |
| 15 | NEE | NEXTERA ENERGY INC | $1.2M | 0.84% | 14,429 | 减持 |
| 16 | IWR | ISHARES TR | $1.1M | 0.75% | 14,009 | 减持 |
| 17 | SCHX | SCHWAB STRATEGIC TR | $1.1M | 0.73% | 19,690 | 增持 |
| 18 | JMST | J P MORGAN EXCHANGE-TRADED F | $1.0M | 0.70% | 19,904 | 增持 |
| 19 | PFE | PFIZER INC | $1.0M | 0.69% | 19,394 | 持平 |
| 20 | IVOO | VANGUARD ADMIRAL FDS INC | $905,000 | 0.62% | 4,978 | 增持 |
| 21 | TSLA | TESLA INC | $851,000 | 0.59% | 790 | 增持 |
| 22 | COST | COSTCO WHSL CORP NEW | $804,000 | 0.55% | 1,397 | 增持 |
| 23 | VEA | VANGUARD TAX-MANAGED INTL FD | $712,000 | 0.49% | 14,815 | 增持 |
| 24 | GOOG | ALPHABET INC | $698,000 | 0.48% | 250 | 增持 |
| 25 | GOOGL | ALPHABET INC | $693,000 | 0.48% | 249 | 持平 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR