AHL INVESTMENT MANAGEMENT, INC. current holdings: USA ETF
AHL INVESTMENT MANAGEMENT, INC. reported $0.03 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 23 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are SCHB, SCHD, BSV.
- SCHB: Country of operation —; Class US BRD MKT ETF; Shares 288,578; Value $7,419,339.
- SCHD: Country of operation —; Class US DIVIDEND EQ; Shares 130,497; Value $3,562,569.
- BSV: Country of operation —; Class SHORT TRM BOND; Shares 42,709; Value $3,370,167.
- SCHF: Country of operation —; Class INTL EQTY ETF; Shares 142,920; Value $3,327,176.
Form 13F-HR as filed (SEC CIK 1908425): quarter ended 2025-09-30, filed 2025-10-02. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
SCHB SCHWAB US BROAD MARKET ETF | | US BRD MKT ETF | 288,578 | $7,419,339 | 2025-09-30 | 2025-10-02 | |
|---|
SCHD SCHWAB US DIVIDEND EQUITY ETF | | US DIVIDEND EQ | 130,497 | $3,562,569 | 2025-09-30 | 2025-10-02 | |
|---|
BSV VANGUARD SHORT-TERM BONDETF | | SHORT TRM BOND | 42,709 | $3,370,167 | 2025-09-30 | 2025-10-02 | |
|---|
SCHF SCHWAB INTERNATIONAL EQUITY ETF | | INTL EQTY ETF | 142,920 | $3,327,176 | 2025-09-30 | 2025-10-02 | |
|---|
MUB ISHARES NATIONAL MUNI BOND ETF | | NATIONAL MUN ETF | 29,961 | $3,190,547 | 2025-09-30 | 2025-10-02 | |
|---|
SCHO SCHWAB SHORT TERM US TREASURY ETF | | SHT TM US TRES | 97,781 | $2,385,856 | 2025-09-30 | 2025-10-02 | |
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VTI VANGUARD TOTAL STOCK MARKET ETF | | TOTAL STK MKT | 6,170 | $2,024,809 | 2025-09-30 | 2025-10-02 | |
|---|
SDHY PGIM SHORT DURATION HIGH | | COM | 120,618 | $2,016,733 | 2025-09-30 | 2025-10-02 | |
|---|
NUW NUVEEN AMT FREE MUNICIPA | | COM | 81,149 | $1,150,693 | 2025-09-30 | 2025-10-02 | |
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SCHZ SCHWAB US AGGREGATE BONDETF | | US AGGREGATE B | 35,630 | $836,236 | 2025-09-30 | 2025-10-02 | |
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XLU SELECT SECTOR UTI SELECTSPDR ETF | | SBI INT-UTILS | 7,497 | $653,813 | 2025-09-30 | 2025-10-02 | |
|---|
SCYB SCHWAB HIGH YIELD BOND ETF | | HIGH YIELD BOND ET | 20,759 | $554,888 | 2025-09-30 | 2025-10-02 | |
|---|
XLF SELECT STR FINANCIAL SELECT SPDR ETF | | FINANCIAL | 10,043 | $541,016 | 2025-09-30 | 2025-10-02 | |
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SCHA SCHWAB US SMALL CAP ETF | | US SML CAP ETF | 18,164 | $506,776 | 2025-09-30 | 2025-10-02 | |
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SPY SPDR S&P 500 ETF | | TR UNIT | 726 | $483,647 | 2025-09-30 | 2025-10-02 | |
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SCHX SCHWAB US LARGE CAP ETF | | US LRG CAP ETF | 17,440 | $459,370 | 2025-09-30 | 2025-10-02 | |
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SCHG SCHWAB US LARGE CAP GROWTH ETF | | US LCAP GR ETF | 14,040 | $448,016 | 2025-09-30 | 2025-10-02 | |
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EFA ISHARES MSCI EAFE ETF | | MSCI EAFE ETF | 3,869 | $361,249 | 2025-09-30 | 2025-10-02 | |
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SCHV SCHWAB US LARGE CAP VALUE ETF | | US LCAP VA ETF | 12,114 | $352,639 | 2025-09-30 | 2025-10-02 | |
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XLE ENERGY SELECT SECTOR SPDR ETF | | ENERGY | 3,382 | $302,148 | 2025-09-30 | 2025-10-02 | |
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IWV ISHARES RUSSELL 3000 ETF | | RUSSELL 3000 ETF | 633 | $239,869 | 2025-09-30 | 2025-10-02 | |
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IWM ISHARES RUSSELL 2000 ETF | | RUSSELL 2000 ETF | 900 | $217,764 | 2025-09-30 | 2025-10-02 | |
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SCHE SCHWAB EMERGING MARKETS EQUITY ETF | | EMRG MKTEQ ETF | 6,439 | $214,869 | 2025-09-30 | 2025-10-02 | |
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