Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 02-09-2024 | 12-31-2023 | 347 | 269,652,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $62,163,054 | 130,149 | 0.02 | 0.02 | 2,053 | 1.60 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 2 | $28,041,795 | 521,029 | 0.01 | 0.01 | 18,211 | 3.62 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 3 | $24,803,962 | 352,579 | 0.01 | 0.01 | 22,720 | 6.89 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $24,372,799 | 87,941 | 0.01 | 0.01 | 5,491 | 6.66 | 12-31-2023 |
