Filed: 1/30/2025ACC: 0001254890-25-000001
📋 What this filing means
TAIYO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $1.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.23M
Total AUM (reported)
4.67M
Total Shares
Allocation by class
EXCHANGED TRADED FUND$1.23M100.0%
Portfolio Concentration
Top 3$561.6K45.5%
4–10$650.3K52.7%
11–25$21.7K1.8%
Top 3 weight
45.5%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 4.67M
Sole
Full voting authority
4.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares385.48K
TypeSH
Market value$226.9K
18.40%
Sole
385.48K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR UNIT
SOLEShares304.20K
TypeSH
Market value$178.3K
14.45%
Sole
304.20K
Shared
0.00
None
0.00
VANGUARD WORLD FDS INF TECH ETF
SOLEShares251.50K
TypeSH
Market value$156.4K
12.68%
Sole
251.50K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares290.10K
TypeSH
Market value$156.3K
12.67%
Sole
290.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS TOTAL STK MKT
SOLEShares410.80K
TypeSH
Market value$119.1K
9.65%
Sole
410.80K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
SOLEShares490K
TypeSH
Market value$103.1K
8.36%
Sole
490K
Shared
0.00
None
0.00
INVESCO QQQ TR UNIT SER 1
SOLEShares184K
TypeSH
Market value$94.1K
7.63%
Sole
184K
Shared
0.00
None
0.00
SPDR SER TR PORTFOLIO S&P500
SOLEShares1.24M
TypeSH
Market value$85.2K
6.90%
Sole
1.24M
Shared
0.00
None
0.00
WISDOMTREE TR US QTLY DIV GRT
SOLEShares850K
TypeSH
Market value$68.8K
5.58%
Sole
850K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR TECHNOLOGY
SOLEShares102.20K
TypeSH
Market value$23.8K
1.93%
Sole
102.20K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR SBI INT-INDS
SOLEShares164.90K
TypeSH
Market value$21.7K
1.76%
Sole
164.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | Exchanged Traded Fund | 385.48K | SH | $226.9K 18.40% | 385.48K | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TR UNITSOLE | Exchanged Traded Fund | 304.20K | SH | $178.3K 14.45% | 304.20K | 0.00 | 0.00 |
VANGUARD WORLD FDS INF TECH ETFSOLE | Exchanged Traded Fund | 251.50K | SH | $156.4K 12.68% | 251.50K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Exchanged Traded Fund | 290.10K | SH | $156.3K 12.67% | 290.10K | 0.00 | 0.00 |
VANGUARD INDEX FDS TOTAL STK MKTSOLE | Exchanged Traded Fund | 410.80K | SH | $119.1K 9.65% | 410.80K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFSOLE | Exchanged Traded Fund | 490K | SH | $103.1K 8.36% | 490K | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SER 1SOLE | Exchanged Traded Fund | 184K | SH | $94.1K 7.63% | 184K | 0.00 | 0.00 |
SPDR SER TR PORTFOLIO S&P500SOLE | Exchanged Traded Fund | 1.24M | SH | $85.2K 6.90% | 1.24M | 0.00 | 0.00 |
WISDOMTREE TR US QTLY DIV GRTSOLE | Exchanged Traded Fund | 850K | SH | $68.8K 5.58% | 850K | 0.00 | 0.00 |
SELECT SECTOR SPDR TR TECHNOLOGYSOLE | Exchanged Traded Fund | 102.20K | SH | $23.8K 1.93% | 102.20K | 0.00 | 0.00 |
SELECT SECTOR SPDR TR SBI INT-INDSSOLE | Exchanged Traded Fund | 164.90K | SH | $21.7K 1.76% | 164.90K | 0.00 | 0.00 |