Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RITTER DANIHER FINANCIAL ADVISORY LLC | 05-12-2022 | 03-31-2022 | 242 | 145,017,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $31,466,000 | 69,357 | 21.70 | 22.12 | -167 | -0.24 | 03-31-2022 |
| ISHARES TR | CORE DIV GRWTH | 2 | $18,013,000 | 337,258 | 12.42 | 12.42 | 2,134 | 0.64 | 03-31-2022 |
| PROCTER AND GAMBLE CO | COM | 3 | $11,683,000 | 76,460 | 8.06 | 8.06 | 2,548 | 3.45 | 03-31-2022 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $10,881,000 | 40,551 | 7.50 | 7.39 | 1,415 | 3.62 | 03-31-2022 |
