Ritter Daniher Financial Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.96K	Buy	57 +4	+8%	+$272	﹤0.01%	525
2026 Q1	$3.4K	Hold	53	–	–	﹤0.01%	533
2025 Q4	$3.43K	Buy	+53	New	+$3.44K	﹤0.01%	533
2023 Q4	–	Sell	-5	Closed	-$248	–	348
2023 Q3	$248	Hold	5	–	–	﹤0.01%	348
2023 Q2	$258	Sell	5 -25	-83%	-$1.26K	﹤0.01%	321
2023 Q1	$1.5K	Hold	30	–	–	﹤0.01%	267
2022 Q4	$1.42K	Buy	+30	New	+$1.41K	﹤0.01%	257

Other funds holding AOR

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM