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RHL GROUP, LLC

241 holdingsFiling period: 2026-03-31Current AUM: $116.5Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1CLIPGLOBAL X 1-3 MONTH T-BILL ETF291.1K$29.2M$29.2M25.08%-343,0512026-03-31
2DFCFDIMENSIONAL CORE FIXED INCOME ETF404.4K$17.1M$16.8M14.40%+403.7K2026-03-31
3VCLTVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)164.9K$12.3M$11.9M10.18%+83.5K2026-03-31
4CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF451.6K$12.3M$12.2M10.46%+281.4K2026-03-31
5QIDPROSHARES ULTRASHORT QQQ342.3K$7.8M$5.3M4.53%--2026-03-31
6DVNDEVON ENERGY CORP NEW100.9K$5.1M$4.6M3.91%+71.2K2026-03-31
7OXYOCCIDENTAL PETE CORP72.1K$4.7M$4.1M3.53%--2026-03-31
8DTEDTE ENERGY CO20.6K$2.7M$2.6M2.26%+18.8K2026-03-31
9MRKMERCK & CO. INC.22.0K$2.6M$2.9M2.46%+4.0K2026-03-31
10DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF56.7K$2.2M$2.5M2.17%+32.2K2026-03-31
11WDCWESTERN DIGITAL CORP7.1K$1.9M$3.9M3.31%+7.1K2026-03-31
12PLTRPALANTIR TECHNOLOGIES INCLASS CLASS A12.6K$1.8M$1.6M1.33%-12,6362026-03-31
13NVDANVIDIA CORP10.3K$1.8M$2.1M1.78%-13,2832026-03-31
14TUSITOUCHSTONE ULTRA SHORT INCOME ETF70.2K$1.8M$1.8M1.52%+69.4K2026-03-31
15AAPLAPPLE INC4.0K$1.0M$1.2M1.06%+1332026-03-31
16CATCATERPILLAR INC832$589K$677K0.58%-32026-03-31
17AVUVAVANTIS US SMALL CAP VALUE ETF4.7K$521K$591K0.51%+3.1K2026-03-31
18DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF14.5K$515K$552K0.47%+10.3K2026-03-31
19SHWSHERWIN-WILLIAMS CO1.6K$503K$535K0.46%+1642026-03-31
20TRANE TECHNOLOGIES PLC F1.0K$420K$420K0.36%--2026-03-31
21ABBVABBVIE INC1.9K$409K$472K0.40%+5802026-03-31
22SIOTOUCHSTONE STRATEGIC INCOME ETF15.5K$396K$391K0.34%+13.7K2026-03-31
23JPMJPMORGAN CHASE & CO1.1K$325K$389K0.33%-1,1572026-03-31
24AVUSAVANTIS US EQUITY ETF2.7K$300K$344K0.30%+1.1K2026-03-31
25AVGOBROADCOM INC958$296K$372K0.32%-1,1622026-03-31
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