Ritter Daniher Financial Advisory LLC ETFs

Ritter Daniher Financial Advisory LLC

$366 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AVDV American Centy ETF Tr Avantis	$0	$143,000 0.04% of portfolio	1,810	Q4 2023 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$132,000 0.04% of portfolio	6,008	Q2 2025 Reduced 12.8%
AGG Ishares Core U.S. Aggregate Bo	$0	$127,000 0.03% of portfolio	1,290	Q2 2024 Added 1.18%
BSV Vanguard Bd Index Fd Inc Short	$0	$120,000 0.03% of portfolio	1,530	Q3 2023 Reduced 2.92%
RPG Invesco Exchange Traded Fd Tr	$0	$119,000 0.03% of portfolio	2,600	Q2 2025 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$116,000 0.03% of portfolio	1,500	Q2 2025 New
YLDE Legg Mason ETF Invt Tr	$0	$114,000 0.03% of portfolio	2,183	Q1 2025 New
VV Vanguard Large Cap ETF	$0	$104,000 0.03% of portfolio	367	Q2 2024 New
VUG Vanguard Growth ETF	$0	$99,000 0.03% of portfolio	226	Q3 2024 Added 10.78%
VTV Vanguard Value ETF	$0	$88,000 0.02% of portfolio	498	Q3 2024 Added 100.0%
ICLN Ishares	$0	$82,000 0.02% of portfolio	6,277	Q1 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$80,000 0.02% of portfolio	146	Q3 2024 Added 75.9%
VOT Vanguard Mid Cap Growth Index	$0	$78,000 0.02% of portfolio	275	Q1 2025 Reduced 1.08%
VO Vanguard Mid Cap ETF	$0	$78,000 0.02% of portfolio	282	Q1 2025 Reduced 18.26%
SCHA Schwab Strategic Tr Us Small C	$0	$77,000 0.02% of portfolio	3,064	Q2 2025 Reduced 7.77%
ESGD Ishares Trust Ishares Esg Awar	$0	$66,000 0.02% of portfolio	744	Q1 2025 New
XJH Ishares Tr Esg Screened S&P Mi	$0	$66,000 0.02% of portfolio	1,600	Q1 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$60,000 0.02% of portfolio	452	Q2 2025 Added 3.67%
VXUS Vanguard Star Fd Vanguard Tota	$0	$55,000 0.02% of portfolio	800	Q2 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$49,000 0.01% of portfolio	600	Q3 2024 Reduced 45.36%
IYE Ishares Tr	$0	$47,000 0.01% of portfolio	1,050	Q3 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$44,000 0.01% of portfolio	832	Q3 2024 Reduced 36.59%
XJR Ishares Tresg Screened S&P Sma	$0	$41,000 0.01% of portfolio	1,059	Q1 2025 New
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$33,000 0.01% of portfolio	300	Q2 2025 Reduced 12.54%
VPU Vanguard Utilities ETF	$0	$30,000 0.01% of portfolio	175	Q4 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$30,000 0.01% of portfolio	1,098	Q1 2025 Reduced 5.43%
SPHQ Invesco Exchange Traded Fd Tr	$0	$28,000 0.01% of portfolio	400	Q2 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$26,000 0.01% of portfolio	500	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$25,000 0.01% of portfolio	975	Q4 2024 Added 200.0%
VIGI Vanguard Whitehall Fds Intl Di	$0	$23,000 0.01% of portfolio	261	Q2 2025 Reduced 5.09%
IYH Ishares Tr	$0	$22,000 0.01% of portfolio	400	Q2 2024 Reduced 20.0%
PJP Invesco Exchange Traded Fd Tr	$0	$19,000 0.01% of portfolio	250	Q2 2024 Reduced 16.67%
ITA Ishares Tr	$0	$18,000 0.0% of portfolio	100	Q2 2022 New
USMV Ishares Msci Usa Min Vol Facto	$0	$17,000 0.0% of portfolio	184	Q1 2023 Reduced 89.97%
RSP Invesco S&P 500 Equal Weight E	$0	$17,000 0.0% of portfolio	98	Q3 2024 New
XLU Utilities Sector Spdr	$0	$14,000 0.0% of portfolio	180	Q2 2022 New
XLV Select Sector Spdr Fund Health	$0	$14,000 0.0% of portfolio	109	Q2 2022 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$13,000 0.0% of portfolio	99	Q2 2025 Reduced 6.6%
SPYV Spdr Portfolio S&P 500 Value E	$0	$12,000 0.0% of portfolio	231	Q2 2025 Added 579.41%
IGV Ishares Expanded Tech Software	$0	$12,000 0.0% of portfolio	110	Q2 2024 Added 22.22%
PPA Invesco Exchange Traded Fd Tr	$0	$12,000 0.0% of portfolio	86	Q3 2024 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$10,000 0.0% of portfolio	105	Q2 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$9,000 0.0% of portfolio	320	Q1 2025 Reduced 5.6%
PRF Invesco Exchange Traded Fd Tr	$0	$9,000 0.0% of portfolio	213	Q3 2024 Added 29.09%
XT Ishares Tr Exponential Technol	$0	$8,000 0.0% of portfolio	125	Q2 2022 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$8,000 0.0% of portfolio	148	Q2 2025 New
EWA Ishares Msci Australia ETF	$0	$7,000 0.0% of portfolio	300	Q2 2022 New
FINX Global X Fds Fintech ETF (De)	$0	$7,000 0.0% of portfolio	230	Q2 2024 Added 76.92%
VDE Vanguard Energy ETF	$0	$6,000 0.0% of portfolio	55	Q1 2025 New
SOXX Ishares Semiconductor ETF	$0	$5,000 0.0% of portfolio	21	Q1 2025 Added 16.67%

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