0001936603-22-000002.txt : 20221109
0001936603-22-000002.hdr.sgml : 20221109
20221109101533
ACCESSION NUMBER: 0001936603-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221109
DATE AS OF CHANGE: 20221109
EFFECTIVENESS DATE: 20221109
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Ritter Daniher Financial Advisory LLC / DE
CENTRAL INDEX KEY: 0001936603
IRS NUMBER: 873266878
STATE OF INCORPORATION: DE
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22602
FILM NUMBER: 221371063
BUSINESS ADDRESS:
STREET 1: 7661 BEECHMONT AVENUE
STREET 2: SUITE 200
CITY: CINCINNATI
STATE: OH
ZIP: 45255
BUSINESS PHONE: 513-233-0715
MAIL ADDRESS:
STREET 1: 7661 BEECHMONT AVENUE
STREET 2: SUITE 200
CITY: CINCINNATI
STATE: OH
ZIP: 45255
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001936603
XXXXXXXX
09-30-2022
09-30-2022
Ritter Daniher Financial Advisory LLC / DE
7661 BEECHMONT AVENUE
SUITE 200
CINCINNATI
OH
45255
13F HOLDINGS REPORT
028-22602
N
John Ritter
Chief Compliance Officer
513-233-0715
John Ritter
Cincinnati
OH
11-09-2022
0
245
139643
false
INFORMATION TABLE
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RDFA_13F09302022.xml
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COM
88579Y101
19
175
SH
SOLE
175
0
0
ABBOTT LABS
COM
002824100
3
30
SH
SOLE
30
0
0
ABBVIE INC
COM
00287Y109
95
708
SH
SOLE
250
0
458
ACADIA PHARMACEUTICALS INC
COM
004225108
1
63
SH
SOLE
63
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
64
248
SH
SOLE
248
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
7
100
SH
SOLE
100
0
0
ALCOA CORP
COM
013872106
25
733
SH
SOLE
733
0
0
ALIBABA GROUP HLDG LTD
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01609W102
19
233
SH
SOLE
233
0
0
ALPHABET INC
CAP STK CL A
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538
5620
SH
SOLE
4860
0
760
ALPHABET INC
CAP STK CL C
02079K107
545
5666
SH
SOLE
5286
0
380
ALTRIA GROUP INC
COM
02209S103
20
500
SH
SOLE
500
0
0
AMAZON COM INC
COM
023135106
1745
15442
SH
SOLE
15142
0
300
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
243
5284
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SOLE
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0
952
AMERICAN CENTY ETF TR
INTERNATIONAL LR
025072364
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41769
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SOLE
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1255
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COM
025932104
21
171
SH
SOLE
171
0
0
AMGEN INC
COM
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6
26
SH
SOLE
26
0
0
AON PLC
SHS CL A
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52
SH
SOLE
52
0
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APPLE INC
COM
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35826
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SOLE
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ARK ETF TR
INNOVATION ETF
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51
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SOLE
51
0
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COM
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16
1047
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SOLE
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0
0
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246
SH
SOLE
246
0
0
BK OF AMERICA CORP
COM
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2319
SH
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0
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COM
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1869
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CL A
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353
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353
0
0
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COM
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434
6105
SH
SOLE
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COM
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74
SH
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0
0
CANADIAN IMPERIAL BK COMM TO
COM
136069101
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200
SH
SOLE
200
0
0
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COM
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600
SH
SOLE
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0
0
CARNIVAL CORP
COMMON STOCK
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300
SH
SOLE
300
0
0
CHEMOURS CO
COM
163851108
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346
SH
SOLE
346
0
0
CHEVRON CORP NEW
COM
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3766
SH
SOLE
2863
0
903
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COM
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39
430
SH
SOLE
430
0
0
CINTAS CORP
COM
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2385
6144
SH
SOLE
6144
0
0
CISCO SYS INC
COM
17275R102
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166
SH
SOLE
166
0
0
COCA COLA CO
COM
191216100
275
4912
SH
SOLE
3112
0
1800
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COM
20602D101
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12
SH
SOLE
12
0
0
CONOCOPHILLIPS
COM
20825C104
67
650
SH
SOLE
650
0
0
CORTEVA INC
COM
22052L104
42
740
SH
SOLE
740
0
0
COSTCO WHSL CORP NEW
COM
22160K105
660
1397
SH
SOLE
1397
0
0
CSX CORP
COM
126408103
116
4350
SH
SOLE
4350
0
0
CVS HEALTH CORP
COM
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100
SH
SOLE
100
0
0
DANAHER CORPORATION
COM
235851102
1
2
SH
SOLE
2
0
0
DEERE & CO
COM
244199105
5
15
SH
SOLE
15
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
13
460
SH
SOLE
460
0
0
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2100
SH
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SH
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0
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DISNEY WALT CO
COM
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235
2492
SH
SOLE
2492
0
0
DOW INC
COM
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33
740
SH
SOLE
740
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
239
2567
SH
SOLE
1675
0
892
DUPONT DE NEMOURS INC
COM
26614N102
37
740
SH
SOLE
740
0
0
ELEVANCE HEALTH INC
COM
036752103
92
202
SH
SOLE
202
0
0
EMERSON ELEC CO
COM
291011104
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SH
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0
0
ENBRIDGE INC
COM
29250N105
46
1249
SH
SOLE
467
0
782
ENTERGY CORP NEW
COM
29364G103
6
55
SH
SOLE
55
0
0
EPR PPTYS
COM SH BEN INT
26884U109
2
54
SH
SOLE
54
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0
ESSENTIAL UTILS INC
COM
29670G102
21
500
SH
SOLE
500
0
0
ETF MANAGERS TR
ETFMG ALTR HRVST
26924G508
1
128
SH
SOLE
128
0
0
EXXON MOBIL CORP
COM
30231G102
577
6603
SH
SOLE
5603
0
1000
FIFTH THIRD BANCORP
COM
316773100
255
7968
SH
SOLE
7968
0
0
FORD MTR CO DEL
COM
345370860
3
293
SH
SOLE
293
0
0
GENERAL DYNAMICS CORP
COM
369550108
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40
SH
SOLE
40
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
12
193
SH
SOLE
141
0
52
GENUINE PARTS CO
COM
372460105
18
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SH
SOLE
121
0
0
GLADSTONE LD CORP
COM
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19
1064
SH
SOLE
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0
0
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CLEAN WTR ETF
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0
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GLOBAL X FDS
TELMDC&DIG ETF
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200
SH
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0
GLOBAL X FDS
FINTECH ETF
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130
SH
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130
0
0
GLOBAL X FDS
US INFR DEV ETF
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3
125
SH
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125
0
0
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SOLAR ETF
37960A701
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536
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0
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CLEANTECH ETF
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61
4372
SH
SOLE
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0
GLOBAL X FDS
THMATC GWT ETF
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83
3203
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77
GLOBAL X FDS
LITHIUM BTRY ETF
37954Y855
272
4123
SH
SOLE
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0
0
HOME DEPOT INC
COM
437076102
79
285
SH
SOLE
285
0
0
HUMANA INC
COM
444859102
44
90
SH
SOLE
90
0
0
ILLINOIS TOOL WKS INC
COM
452308109
21
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SH
SOLE
115
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INTEL CORP
COM
458140100
150
5836
SH
SOLE
3536
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2300
INTERNATIONAL BUSINESS MACHS
COM
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SH
SOLE
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0
0
INTERNATIONAL PAPER CO
COM
460146103
8
250
SH
SOLE
250
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
15
78
SH
SOLE
78
0
0
INVESCO BLDRS INDEX FDS TR
EMGRING MKTS50
46090C305
7
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UNIT
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S&P500 LOW VOL
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112
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SH
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0
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FTSE RAFI 1000
46137V613
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33
SH
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0
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
46137V142
80
1750
SH
SOLE
1750
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
94
353
SH
SOLE
85
0
268
IRON MTN INC DEL
COM
46284V101
1
15
SH
SOLE
15
0
0
ISHARES INC
MSCI AUST ETF
464286103
6
300
SH
SOLE
0
0
300
ISHARES INC
CORE MSCI EMKT
46434G103
72
1686
SH
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ISHARES TR
EAFE SML CP ETF
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27
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27
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0
ISHARES TR
GL CLEAN ENE ETF
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1
50
SH
SOLE
50
0
0
ISHARES TR
INTL DIV GRWTH
46435G524
1
22
SH
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22
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0
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ISHARES SEMICDTR
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ISHARES BIOTECH
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ISHARES TR
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464287515
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18
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18
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0
ISHARES TR
EXPONENTIAL TECH
46434V381
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125
0
0
ISHARES TR
US AER DEF ETF
464288760
9
100
SH
SOLE
100
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
10
78
SH
SOLE
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78
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MSCI USA MIN VOL
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ISHARES TR
TIPS BD ETF
464287176
25
242
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242
ISHARES TR
RUS 1000 ETF
464287622
51
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ISHARES TR
1 3 YR TREAS BD
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65
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801
ISHARES TR
S&P 100 ETF
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72
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0
ISHARES TR
RUS 1000 GRW ETF
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109
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ISHARES TR
IBOXX INV CP ETF
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116
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1130
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ISHARES TR
0-3 MNTH TREASRY
46436E718
121
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1205
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ISHARES TR
CORE US AGGBD ET
464287226
123
1275
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ISHARES TR
SELECT DIVID ETF
464287168
173
1614
SH
SOLE
1497
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117
ISHARES TR
MSCI KLD400 SOC
464288570
201
3000
SH
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3000
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ISHARES TR
MSCI EMG MKT ETF
464287234
206
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1249
ISHARES TR
RUS 1000 VAL ETF
464287598
260
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SH
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157
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CORE S&P TTL STK
464287150
296
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316
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123
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213
ISHARES TR
S&P MC 400VL ETF
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561
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SH
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889
ISHARES TR
S&P 500 VAL ETF
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659
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ISHARES TR
S&P MC 400GR ETF
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735
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SH
SOLE
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3217
ISHARES TR
S&P SML 600 GWT
464287887
843
8287
SH
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3310
ISHARES TR
S&P 500 GRWT ETF
464287309
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SH
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5464
ISHARES TR
RUS MID CAP ETF
464287499
874
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SH
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24
ISHARES TR
EAFE GRWTH ETF
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SH
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1245
ISHARES TR
RUS MD CP GR ETF
464287481
1283
16354
SH
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12394
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3960
ISHARES TR
MSCI EAFE ETF
464287465
1989
35518
SH
SOLE
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4412
ISHARES TR
CORE S&P SCP ETF
464287804
5423
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SH
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0
6372
ISHARES TR
CORE MSCI EAFE
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7534
143035
SH
SOLE
126685
0
16350
ISHARES TR
CORE S&P MCP ETF
464287507
9200
41960
SH
SOLE
36028
0
5932
ISHARES TR
CORE DIV GRWTH
46434V621
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SH
SOLE
289612
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55386
ISHARES TR
CORE S&P500 ETF
464287200
25411
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SH
SOLE
63461
0
7391
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ULTRA SHRT INC
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SOLE
19832
0
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J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
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10472
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180339
0
27860
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
47804J206
496
11650
SH
SOLE
9900
0
1750
JOHNSON & JOHNSON
COM
478160104
136
832
SH
SOLE
832
0
0
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COM
46625H100
1721
16468
SH
SOLE
14049
0
2419
KOHLS CORP
COM
500255104
4
160
SH
SOLE
160
0
0
KROGER CO
COM
501044101
299
6832
SH
SOLE
6832
0
0
KYNDRYL HLDGS INC
COMMON STOCK
50155Q100
2
196
SH
SOLE
196
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
62
299
SH
SOLE
299
0
0
LCNB CORP
COM
50181P100
8903
561359
SH
SOLE
318128
0
243231
LEIDOS HOLDINGS INC
COM
525327102
42
476
SH
SOLE
476
0
0
LILLY ELI & CO
COM
532457108
103
317
SH
SOLE
317
0
0
LINCOLN ELEC HLDGS INC
COM
533900106
377
3000
SH
SOLE
0
0
3000
LINDE PLC
SHS
G5494J103
24
90
SH
SOLE
90
0
0
LOWES COS INC
COM
548661107
5
28
SH
SOLE
28
0
0
LUCID GROUP INC
COM
549498103
2
150
SH
SOLE
150
0
0
LULULEMON ATHLETICA INC
COM
550021109
137
490
SH
SOLE
490
0
0
MARSH & MCLENNAN COS INC
COM
571748102
10
65
SH
SOLE
65
0
0
MARVELL TECHNOLOGY INC
COM
573874104
2
58
SH
SOLE
58
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
4
15
SH
SOLE
15
0
0
MCDONALDS CORP
COM
580135101
117
505
SH
SOLE
505
0
0
MEDPACE HLDGS INC
COM
58506Q109
5
30
SH
SOLE
30
0
0
MEDTRONIC PLC
SHS
G5960L103
14
170
SH
SOLE
170
0
0
MERCK & CO INC
COM
58933Y105
42
492
SH
SOLE
492
0
0
MICRON TECHNOLOGY INC
COM
595112103
2
30
SH
SOLE
30
0
0
MICROSOFT CORP
COM
594918104
1061
4557
SH
SOLE
4350
0
207
NETFLIX INC
COM
64110L106
24
100
SH
SOLE
100
0
0
NEXTERA ENERGY INC
COM
65339F101
1125
14343
SH
SOLE
7322
0
7021
NIKE INC
CL B
654106103
10
125
SH
SOLE
125
0
0
NIO INC
SPON ADS
62914V106
18
1166
SH
SOLE
1166
0
0
NORFOLK SOUTHN CORP
COM
655844108
273
1300
SH
SOLE
650
0
650
NUCOR CORP
COM
670346105
43
400
SH
SOLE
400
0
0
NVIDIA CORPORATION
COM
67066G104
64
528
SH
SOLE
528
0
0
OCCIDENTAL PETE CORP
COM
674599105
77
1250
SH
SOLE
1250
0
0
PAYPAL HLDGS INC
COM
70450Y103
1
10
SH
SOLE
10
0
0
PEPSICO INC
COM
713448108
291
1781
SH
SOLE
1781
0
0
PFIZER INC
COM
717081103
849
19394
SH
SOLE
16031
0
3363
PHILIP MORRIS INTL INC
COM
718172109
25
300
SH
SOLE
300
0
0
PHILLIPS EDISON & CO INC
COMMON STOCK
71844V201
37
1331
SH
SOLE
1331
0
0
PIONEER NAT RES CO
COM
723787107
1
4
SH
SOLE
4
0
0
PNC FINL SVCS GROUP INC
COM
693475105
96
641
SH
SOLE
641
0
0
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
11
147
SH
SOLE
0
0
147
PROCTER AND GAMBLE CO
COM
742718109
9546
75615
SH
SOLE
71218
0
4397
QUALCOMM INC
COM
747525103
1
10
SH
SOLE
10
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
222
2709
SH
SOLE
375
0
2334
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
13
397
SH
SOLE
397
0
0
ROYAL CARIBBEAN GROUP
COM
V7780T103
118
3112
SH
SOLE
3112
0
0
SCHNITZER STEEL INDS INC
CL A
806882106
9
300
SH
SOLE
300
0
0
SCHWAB STRATEGIC TR
CRYPTO THEMATIC
808524656
1
40
SH
SOLE
40
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
2
51
SH
SOLE
51
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
2
44
SH
SOLE
44
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
3
63
SH
SOLE
63
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
7
323
SH
SOLE
323
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
24
426
SH
SOLE
426
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
26
446
SH
SOLE
446
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
30
451
SH
SOLE
451
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
133
3530
SH
SOLE
2880
0
650
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
134
2211
SH
SOLE
671
0
1540
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
403
14328
SH
SOLE
7072
0
7256
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
809
19106
SH
SOLE
11612
0
7494
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
12
180
SH
SOLE
180
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
13
109
SH
SOLE
109
0
0
SEMPRA
COM
816851109
58
386
SH
SOLE
386
0
0
SMUCKER J M CO
COM NEW
832696405
45
331
SH
SOLE
331
0
0
SPDR GOLD TR
GOLD SHS
78463V107
331
2142
SH
SOLE
1680
0
462
SPDR S&P 500 ETF TR
TR UNIT
78462F103
531
1488
SH
SOLE
1488
0
0
SPDR SER TR
S&P 600 SMCP VAL
78464A300
3
50
SH
SOLE
50
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
4
39
SH
SOLE
39
0
0
STARBUCKS CORP
COM
855244109
52
620
SH
SOLE
620
0
0
T ROWE PRICE ETF INC
PRICE GRW STOCK
87283Q305
483
23123
SH
SOLE
23123
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
76
1105
SH
SOLE
1105
0
0
TD SYNNEX CORPORATION
COM
87162W100
1
12
SH
SOLE
12
0
0
TESLA INC
COM
88160R101
629
2370
SH
SOLE
2220
0
150
THE TRADE DESK INC
COM CL A
88339J105
10
170
SH
SOLE
170
0
0
TOPGOLF CALLAWAY BRANDS CORP
COM
131193104
2
100
SH
SOLE
100
0
0
UNION PAC CORP
COM
907818108
18
90
SH
SOLE
90
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
8
50
SH
SOLE
50
0
0
UNITED STS OIL FD LP
UNITS
91232N207
1
11
SH
SOLE
11
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
231
457
SH
SOLE
457
0
0
US BANCORP DEL
COM NEW
902973304
233
5770
SH
SOLE
5770
0
0
V F CORP
COM
918204108
6
200
SH
SOLE
200
0
0
VANECK MERK GOLD TR
GOLD TRUST
921078101
220
13635
SH
SOLE
0
0
13635
VANGUARD ADMIRAL FDS INC
SMLCP 600 GRTH
921932794
30
170
SH
SOLE
170
0
0
VANGUARD ADMIRAL FDS INC
MIDCP 400 GRTH
921932869
59
377
SH
SOLE
377
0
0
VANGUARD ADMIRAL FDS INC
MIDCP 400 VAL
921932844
60
433
SH
SOLE
433
0
0
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
175
1410
SH
SOLE
1410
0
0
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
558
3455
SH
SOLE
2542
0
913
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
761
5120
SH
SOLE
4152
0
968
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
132
1770
SH
SOLE
1770
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
34
200
SH
SOLE
0
0
200
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
332
1848
SH
SOLE
1848
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
647
1972
SH
SOLE
1932
0
40
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
32
550
SH
SOLE
550
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
93
1000
SH
SOLE
1000
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
190
1409
SH
SOLE
1409
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
513
14120
SH
SOLE
13663
0
457
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
60
963
SH
SOLE
963
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
8
220
SH
SOLE
220
0
0
VIATRIS INC
COM
92556V106
5
564
SH
SOLE
564
0
0
VISA INC
COM CL A
92826C839
32
179
SH
SOLE
179
0
0
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
2
163
SH
SOLE
163
0
0
WABTEC
COM
929740108
1
7
SH
SOLE
5
0
2
WALMART INC
COM
931142103
61
470
SH
SOLE
470
0
0
WARNER BROS DISCOVERY INC
COM SER A
934423104
3
253
SH
SOLE
253
0
0
WASTE MGMT INC DEL
COM
94106L109
11
66
SH
SOLE
66
0
0
WORTHINGTON INDS INC
COM
981811102
44
1151
SH
SOLE
1151
0
0
WP CAREY INC
COM
92936U109
38
543
SH
SOLE
543
0
0
YUM BRANDS INC
COM
988498101
53
500
SH
SOLE
500
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
23
224
SH
SOLE
224
0
0