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Home > Institutional Investor > Ritter Daniher Financial Advisory Llc / De > Profile

Instuitional Investor - Ritter Daniher Financial Advisory Llc / De

Fund Profile
Filing Period:
Fund Name: Ritter Daniher Financial Advisory Llc / De
Portfolio Value $269,652,124
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 130,149 $62,163,054 23.05%
2.
Ishares Tr
 521,029 $28,041,795 10.39%
3.
Ishares Tr
 352,579 $24,803,962 9.19%
4.
Ishares Trust
 IEF 87,941 $24,372,799 9.03%
5.
American Centy Etf Tr
 333,803 $18,823,150 6.98%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)