Ritter Daniher Financial Advisory LLC / DE
Annual return '25
+25.4%
SPY '25
+17.7%
Alpha
+7.7ptsvs SPY
Invested
$589.4M
Holdings
589
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +9.9% (50.6k → 55.7k shares)
15.7%
02
$PYLD
PIMCO ETF TR
Q4 2025: New position (37 shares)
7.8%
03
$DGRO
ISHARES TR
Held since at least Q1 2024
7.7%
04
$IEFA
ISHARES TR
Q4 2025: New position (53.6k shares)
5.9%
05
$AVEM
AMERICAN CENTY ETF TR
Q4 2025: New position (78.9k shares)
5.5%
06
$VNLA
JANUS DETROIT STR TR
Held since at least Q1 2024
4.9%
07
$IJH
ISHARES TR
Q4 2025: New position (102.3k shares)
4.9%
08
$IJR
ISHARES TR
Q1 2026: Increased +8.4% (45.8k → 49.7k shares)
3.3%
09
$QGRW
WISDOMTREE TR
Held since at least Q1 2024
3.0%
10
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (19.6k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:13 UTC.