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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Ritter Daniher Financial Advisory LLC / DE

Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0001936603-23-000002

Total Value
$227.6M
Positions
297
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200121,804$50.1M22.00%
2ISHARES TR46434V621488,390$24.4M10.73%
3ISHARES TR46432F842315,610$21.1M9.27%
4ISHARES TR46428750775,127$18.8M8.26%
5AMERICAN CENTY ETF TR025072604295,754$15.6M6.87%
6ISHARES TR464287804139,493$13.5M5.93%
7PROCTER AND GAMBLE CO74271810974,083$11.0M4.84%
8LCNB CORPLCNB561,359$9.2M4.03%
9APPLE INCAAPL37,551$6.2M2.72%
10J P MORGAN EXCHANGE TRADED F46641Q33286,661$4.7M2.08%
11J P MORGAN EXCHANGE TRADED F46641Q65485,427$4.3M1.91%
12PIMCO ETF TR72201R71833,404$3.2M1.39%
13CINTAS CORPCTAS4,932$2.3M1.00%
14JPMORGAN CHASE & COVYLD16,383$2.1M0.94%
15MICROSOFT CORPMSFT7,174$2.1M0.91%
16AMAZON COM INCAMZN16,233$1.7M0.74%
17ISHARES TR46428748113,494$1.2M0.54%
18VANGUARD ADMIRAL FDS INC92193288512,250$1.0M0.46%
19NEXTERA ENERGY INCNEE-PW13,200$1.0M0.45%
20ISHARES TR46428888510,161$951,8830.42%
21ISHARES TR46428746513,131$939,1020.41%
22AMERICAN CENTY ETF TR02507236419,388$934,3080.41%
23ISHARES TR46428749913,097$915,7430.40%
24ISHARES TR4642878878,215$903,1580.40%
25SCHWAB STRATEGIC TR80852420118,109$875,9330.38%
26ALPHABET INCGOOG8,430$874,4440.38%
27COSTCO WHSL CORP NEW22160K1051,632$811,0330.36%
28VANGUARD INDEX FDS9229083632,148$807,7990.35%
29VANGUARD ADMIRAL FDS INC9219328288,966$796,0920.35%
30PFIZER INCPFE19,494$795,3560.35%
31VANGUARD TAX-MANAGED FDS92194385816,439$742,5500.33%
32EXXON MOBIL CORPXOM6,603$724,0850.32%
33CHEVRON CORP NEWCVX4,024$656,6220.29%
34ISHARES TR4642876069,038$646,3080.28%
35ISHARES TR46428887713,272$644,0910.28%
36VANGUARD SPECIALIZED FUNDS9219088444,104$632,0580.28%
37TESLA INCTSLA2,917$605,1610.27%
38SPDR S&P 500 ETF TRSPY1,383$566,1870.25%
39ISHARES TR4642876553,032$540,9090.24%
40ISHARES TR4642873098,425$538,2740.24%
41ISHARES TR4642878795,729$536,1780.24%
42JOHN HANCOCK EXCHANGE TRADED47804J20610,648$509,8270.22%
43ISHARES TR4642874083,332$505,6650.22%
44LINCOLN ELEC HLDGS INC5339001062,900$490,3900.22%
45ALPHABET INCGOOG4,370$454,4800.20%
46ISHARES TR4642877054,224$434,1010.19%
47BRISTOL-MYERS SQUIBB COCELG-RI6,105$423,1680.19%
48SPDR GOLD TRGLD2,106$385,8620.17%
49VANGUARD INDEX FDS9229087691,805$368,4010.16%
50T ROWE PRICE ETF INC87283Q30514,705$353,7350.16%
51KROGER COKR6,832$337,2960.15%
52LILLY ELI & COLLY944$324,1890.14%
53COCA COLA COKO4,887$303,1410.13%
54UNITEDHEALTH GROUP INCUNH616$291,1230.13%
55PEPSICO INCPEP1,567$285,6650.13%
56ISHARES TR4642875981,783$271,5290.12%
57FIFTH THIRD BANCORPFITBM9,988$266,0810.12%
58GLOBAL X FDS37954Y8554,123$262,0170.12%
59VANECK MERK GOLD TROUNZ13,635$260,4290.11%
60RAYTHEON TECHNOLOGIES CORPRTX2,639$258,4380.11%
61DUKE ENERGY CORP NEWDUKB2,656$256,2540.11%
62NORFOLK SOUTHN CORP6558441081,200$254,4000.11%
63ISHARES TR4642885703,000$233,9700.10%
64SCHWAB STRATEGIC TR8085248056,226$216,6510.10%
65DISNEY WALT CO2546871062,098$210,0800.09%
66US BANCORP DELUSB-PS5,770$208,0090.09%
67ROYAL CARIBBEAN GROUPV7780T1033,112$203,2140.09%
68J P MORGAN EXCHANGE TRADED F46641Q8374,015$202,0350.09%
69ISHARES TR4642871502,212$200,3020.09%
70ISHARES TR4642874731,838$195,1960.09%
71BROADCOM INCAVGO302$193,7460.09%
72LULULEMON ATHLETICA INCLULU490$178,4540.08%
73HOME DEPOT INCHD589$173,8260.08%
74DIMENSIONAL ETF TRUST25434V7245,000$167,4000.07%
75NVIDIA CORPORATIONNVDA538$149,4430.07%
76MCDONALDS CORPMCD505$141,2040.06%
77ISHARES TR4642872343,470$136,9270.06%
78VANGUARD BD INDEX FDS9219378271,770$135,3880.06%
79QUANTA SVCS INC74762E102805$134,1460.06%
80SCHWAB STRATEGIC TR8085245081,963$133,1900.06%
81CSX CORPCSX4,350$130,2390.06%
82JOHNSON & JOHNSONJNJ832$128,9600.06%
83INTERNATIONAL BUSINESS MACHSINTR980$128,4960.06%
84ISHARES TR4642872261,275$127,0410.06%
85SCHWAB STRATEGIC TR8085246073,023$126,7550.06%
86ISHARES TR464287614517$126,3190.06%
87INTUITIVE SURGICAL INCISRG494$126,2030.06%
88ISHARES TR4642871681,071$125,4900.06%
89OCCIDENTAL PETE CORP6745991052,004$125,1040.05%
90ABBVIE INCABBV758$120,8030.05%
91INVESCO EXCH TRADED FD TR IIIVZ1,705$119,2820.05%
92ISHARES INC4642866652,700$118,2330.05%
93INTEL CORPINTC3,536$115,5220.05%
94INVESCO QQQ TRIVZ353$113,3810.05%
95OREILLY AUTOMOTIVE INC67103H107133$112,9150.05%
96BLACKSTONE INCBX1,274$111,8900.05%
97DIMENSIONAL ETF TRUST25434V5002,100$110,6700.05%
98ON SEMICONDUCTOR CORPON1,330$109,4860.05%
99VANGUARD INTL EQUITY INDEX F9220427181,000$109,2400.05%
100TAIWAN SEMICONDUCTOR MFG LTD8740391001,105$102,7880.05%
101THE TRADE DESK INC88339J1051,668$101,5980.04%
102MASTERCARD INCORPORATEDMA279$101,3920.04%
103INVESCO EXCHANGE TRADED FD TIVZ1,750$93,3630.04%
104ELEVANCE HEALTH INCELV202$92,8820.04%
105ADOBE SYSTEMS INCORPORATEDADBE226$87,0940.04%
106GARTNER INCIT259$84,3750.04%
107VERTEX PHARMACEUTICALS INCVRTX266$83,8090.04%
108ISHARES TR464287101446$83,4200.04%
109PNC FINL SVCS GROUP INC693475105641$81,4720.04%
110BANK AMERICA CORP0605051042,694$77,0490.03%
111WORTHINGTON INDS INCWOR1,151$74,4010.03%
112SCHWAB STRATEGIC TR8085247711,325$72,7690.03%
113DEERE & CODE173$71,4290.03%
114ACCENTURE PLC IRELANDACN248$70,8810.03%
115DIMENSIONAL ETF TRUST25434V6091,592$70,8440.03%
116CANADIAN NATL RY CO136375102600$70,7820.03%
117WALMART INCWMT471$69,4490.03%
118YUM BRANDS INCYUM500$66,0400.03%
119STARBUCKS CORPSBUX620$64,5610.03%
120CONOCOPHILLIPSCOP650$64,4870.03%
121TRACTOR SUPPLY COTSCO273$64,1660.03%
122THERMO FISHER SCIENTIFIC INCTMO111$63,9780.03%
123ISHARES INC46434G1031,302$63,5250.03%
124MCKESSON CORPMCK174$61,9530.03%
125NUCOR CORPNUE400$61,7880.03%
126ISHARES TR464287622257$57,8850.03%
127DIMENSIONAL ETF TRUST25434V8802,475$57,0740.03%
128SCHWAB STRATEGIC TR8085247631,140$55,4840.02%
129AUTOMATIC DATA PROCESSING INADP246$54,7670.02%
130ASML HOLDING N VASMLF80$54,4570.02%
131AMERICAN EXPRESS COAXP325$53,6090.02%
132SEMPRASREA350$52,9060.02%
133DUPONT DE NEMOURS INCDD730$52,3930.02%
134MERCK & CO INCMRK492$52,3440.02%
135SMUCKER J M CO832696405331$52,0900.02%
136UNITED RENTALS INCURI125$49,4700.02%
137ISHARES TR464287457600$49,2960.02%
138CINCINNATI FINL CORP172062101430$48,1950.02%
139GLOBAL X FDS37954Y6242,000$47,6800.02%
140REGENERON PHARMACEUTICALSREGN58$47,6570.02%
141ENBRIDGE INCENNPF1,249$47,6500.02%
142CHENIERE ENERGY INCLNG299$47,1230.02%
143ALTRIA GROUP INCMO1,000$44,6200.02%
144CORTEVA INCCTVA729$43,9660.02%
145LEIDOS HOLDINGS INCLDOS476$43,8210.02%
146HUMANA INCHUM90$43,6920.02%
147PHILLIPS EDISON & CO INCPECO1,331$43,4180.02%
148WP CAREY INC92936U109543$42,0560.02%
149VISA INCV179$40,3580.02%
150ILLINOIS TOOL WKS INC452308109165$40,1700.02%
151DOW INCDOW727$39,8550.02%
152ORACLE CORPORCL-PD427$39,6770.02%
153VANGUARD INDEX FDS922908538200$38,9780.02%
154NETFLIX INCNFLX108$37,3180.02%
155TARGET CORPTGT225$37,2670.02%
156VANGUARD ADMIRAL FDS INC921932869410$36,4290.02%
157SCHWAB STRATEGIC TR8085247061,352$33,1520.01%
158LINDE PLCLIN90$31,9900.01%
159ALCOA CORPAA733$31,1970.01%
160SCHWAB STRATEGIC TR808524300464$30,2390.01%
161PHILIP MORRIS INTL INC718172109300$29,1750.01%
162ZIMMER BIOMET HOLDINGS INCZBH224$28,9410.01%
163SCHWAB STRATEGIC TR808524755919$28,7380.01%
164NOVO-NORDISK A SNONOF175$27,8500.01%
165ISHARES TR464287176242$26,6280.01%
166SCHWAB STRATEGIC TR808524409402$26,3640.01%
167MONDELEZ INTL INC609207105377$26,2850.01%
168LOWES COS INC548661107128$25,5970.01%
169SOUTHERN COSOMN350$24,3530.01%
170CONSOLIDATED EDISON INCED250$23,9180.01%
171ALIBABA GROUP HLDG LTDBBAAY233$23,8080.01%
172SCHWAB STRATEGIC TR808524797325$23,7770.01%
173AON PLCAON70$22,0710.01%
174AMERICAN FINL GROUP INC OHIO025932104180$21,8820.01%
175ESSENTIAL UTILS INC29670G102500$21,8250.01%
176EMERSON ELEC COEMR250$21,7850.01%
177GENUINE PARTS COGPC121$20,2450.01%
178UNITED PARCEL SERVICE INCUPS100$19,3990.01%
179ROYAL BK CDA SUSTAINABL780087102200$19,1160.01%
180VANGUARD WHITEHALL FDS921946810259$19,0840.01%
181OLD REP INTL CORP680223104750$18,7280.01%
182GENERAL ELECTRIC CO369604301193$18,4680.01%
1833M COMMM175$18,3950.01%
184UNION PAC CORPUNP90$18,1140.01%
185GLADSTONE LD CORP3765491011,064$17,7160.01%
186DELTA AIR LINES INC DELDAL460$16,0640.01%
187GLOBAL X FDS37954Y7071,284$15,9090.01%
188CLOROX CO DELCLX100$15,8240.01%
189PROLOGIS INC.PLDGP124$15,4720.01%
190NIKE INCNKE125$15,3300.01%
191SELECT SECTOR SPDR TR81369Y209109$14,1120.01%
192MEDTRONIC PLCMDT170$13,7060.01%
193DECKERS OUTDOOR CORPDECK30$13,4870.01%
194BP PLCBPPFF353$13,3930.01%
195ISHARES TR46429B697184$13,3850.01%
196ISHARES TR464287580190$12,2920.01%
197NIO INCNIOIF1,166$12,2550.01%
198SELECT SECTOR SPDR TR81369Y886180$12,1850.01%
199GLOBAL X FDS37960A701581$12,1090.01%
200ISHARES TR464288760100$11,5080.01%
201AT&T INCT-PC591$11,3770.00%
202COLGATE PALMOLIVE COCL150$11,2730.00%
203AMERICAN ELEC PWR CO INC025537101120$10,9190.00%
204MARSH & MCLENNAN COS INC57174810265$10,8260.00%
205WASTE MGMT INC DEL94106L10966$10,7700.00%
206ISHARES TR46428763078$10,7040.00%
207PRINCIPAL FINANCIAL GROUP INPFG144$10,7030.00%
208L3HARRIS TECHNOLOGIES INCLHX53$10,4010.00%
209MARKEL CORPMKL8$10,2200.00%
210CHEMOURS COCC325$9,7310.00%
211SCHNITZER STEEL INDS INC806882106300$9,3300.00%
212CARRIER GLOBAL CORPORATIONCARR200$9,1500.00%
213GENERAL DYNAMICS CORPGD40$9,1290.00%
214INTERNATIONAL PAPER CO460146103250$9,0150.00%
215VERIZON COMMUNICATIONS INCVZ227$8,8390.00%
216CISCO SYS INCCSCO166$8,6780.00%
217ACTIVISION BLIZZARD INC00507V109100$8,5590.00%
218CANADIAN IMPERIAL BK COMM TOCNDIF200$8,4840.00%
219DTE ENERGY CODTK70$7,6420.00%
220CVS HEALTH CORPCVS100$7,4370.00%
221EVERGY INCEVRG119$7,2740.00%
222ISHARES INC464286103300$6,8820.00%
223COINBASE GLOBAL INCCOIN100$6,7570.00%
224ISHARES TR46434V381125$6,5880.00%
225AMGEN INCAMGN26$6,3210.00%
226RIVIAN AUTOMOTIVE INCRIVN397$6,1460.00%
227BABCOCK & WILCOX ENTERPRISESBW-PA1,000$6,0600.00%
228WELLS FARGO CO NEW949746101160$5,9810.00%
229ENTERGY CORP NEWENO55$5,9260.00%
230ISHARES TR46428751518$5,4850.00%
231SCHWAB STRATEGIC TR808524847274$5,3370.00%
232FIRST BANCSHARES INC MS318916103202$5,2180.00%
233INVESCO EXCHANGE TRADED FD TIVZ33$5,1740.00%
234GE HEALTHCARE TECHNOLOGIES IGEHC62$5,0860.00%
235SPDR SER TR78464A76339$4,8250.00%
236INVESCO DB COMMDY INDX TRCKIVZ200$4,7480.00%
237GLOBAL X FDS37954Y418185$4,7110.00%
238LAMB WESTON HLDGS INCLW41$4,2860.00%
239CARNIVAL CORPCUKPF400$4,0600.00%
240FORD MTR CO DEL345370860300$3,7800.00%
241KOHLS CORPKSS160$3,7670.00%
242GLOBAL X FDS37954Y673125$3,5440.00%
243ABBOTT LABSABLZF30$3,0380.00%
244ADVANCED MICRO DEVICES INCAMD30$2,9410.00%
245GLOBAL X FDS37954Y814130$2,7070.00%
246ISHARES TR4642875236$2,6690.00%
247BOSTON BEER INCSAM8$2,6300.00%
248SALESFORCE INCCRM13$2,5980.00%
249GLOBAL X FDS37954Y186177$2,5830.00%
250MARVELL TECHNOLOGY INCMRVL58$2,5270.00%
251CHARTER COMMUNICATIONS INC N16119P1087$2,5040.00%
252NU HLDGS LTDNU500$2,3800.00%
253GLOBAL X FDS37954Y285200$2,3440.00%
254SCHWAB STRATEGIC TR80852410247$2,2430.00%
255TOPGOLF CALLAWAY BRANDS CORP131193104100$2,1620.00%
256WARNER BROS DISCOVERY INCWBD142$2,1450.00%
257GLOBAL X FDS37960A84296$1,9710.00%
258GLOBAL X FDS37954Y228122$1,9430.00%
259GLOBAL X FDS37954Y87196$1,9140.00%
260GLOBAL X FDS37954Y434154$1,8980.00%
261MICRON TECHNOLOGY INCMU30$1,8110.00%
262ARK ETF TR00214Q20336$1,8110.00%
263VODAFONE GROUP PLC NEW92857W308163$1,8000.00%
264INTUITINTU4$1,7840.00%
265DT MIDSTREAM INCDTM34$1,6790.00%
266ARK ETF TR00214Q30251$1,5340.00%
267ISHARES TR46428986730$1,5010.00%
268CONCENTRIX CORPCNXC12$1,4590.00%
269ISHARES TR46435G52422$1,3340.00%
270LUCID GROUP INCLCID150$1,2060.00%
271ACADIA PHARMACEUTICALS INCACAD63$1,1860.00%
272TD SYNNEX CORPORATIONSNX12$1,1620.00%
273VANGUARD INTL EQUITY INDEX F92204285828$1,1320.00%
274ARK ETF TR00214Q10426$1,0490.00%
275ISHARES TR46428822450$9890.00%
276TEXAS ROADHOUSE INCTXRH9$9730.00%
277PIONEER NAT RES CO7237871074$8170.00%
278PAYPAL HLDGS INCPYPL10$7600.00%
279UBER TECHNOLOGIES INCUBER22$6980.00%
280VIATRIS INCVTRS68$6550.00%
281SPDR SER TR78468R72112$5620.00%
282DANAHER CORPORATION2358511022$5050.00%
283ETF MANAGERS TR26924G508128$4510.00%
284WABTEC9297401084$4050.00%
285ISHARES TR46428771317$3940.00%
286SCHWAB STRATEGIC TR8085248398$3880.00%
287ISHARES TR46434V6137$3240.00%
288VANGUARD INTL EQUITY INDEX F9220428745$3050.00%
289ETF MANAGERS TR26924G81310$2920.00%
290GAMESTOP CORP NEWGME-WT12$2770.00%
291VANGUARD SCOTTSDALE FDS92206C5654$2760.00%
292VANGUARD INTL EQUITY INDEX F9220428663$2040.00%
293ZIMVIE INC98888T10722$1600.00%
294MODERNA INCMRNA1$1570.00%
295WORKHORSE GROUP INCWKHS90$1200.00%
296SPDR INDEX SHS FDS78463X4001$830.00%
297NEUBASE THERAPEUTICS INC64132K1022$10.00%