StockDriftsStockDriftsTop 50 Ritter Daniher Financial Advisory LLC / DE Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.71% | 141.8K | $92.6M | -0.16%(-232) | $424.84(+76.17%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 7.77% | 1.75M | $45.8M | +5.48%(+90.84K) | $29.95(-11.88%) | 2026-03-31 | |
| DGRO | ISHARES TR | 7.65% | 642.7K | $45.1M | +2.01%(+12.68K) | $52.58(+46.95%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.92% | 385.2K | $34.9M | +1.16%(+4.41K) | $63.18(+54.01%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 5.46% | 399.3K | $32.2M | -2.26%(-9.21K) | $52.04(+77.64%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 4.85% | 585.6K | $28.6M | +22.60%(+107.94K) | $49.16(-0.51%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.85% | 423.5K | $28.6M | -0.50%(-2.14K) | $50.03(+52.08%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.29% | 156.1K | $19.4M | -0.99%(-1.57K) | $96.84(+51.25%) | 2026-03-31 | |
| QGRW | WISDOMTREE TR | 3.05% | 336.1K | $18.0M | +8.52%(+26.37K) | $48.20(+35.14%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2% | 19.7K | $11.8M | -0.43%(-85) | $569.82(+20.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.94% | +40.26% |
| Top 20 Holdings Unweighted | +12.97% | +44.16% |
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