Filed: 4/30/2025ACC: 0001254890-25-000002
📋 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 $1.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.12M
Total AUM (reported)
4.52M
Total Shares
Allocation by class
EXCHANGED TRADED FUND$1.12M100.0%
Portfolio Concentration
Top 3$535.8K48.0%
4–10$558.8K50.1%
11–25$21.1K1.9%
Top 3 weight
48.0%
Top 10 weight
98.1%
Voting Authority Distribution
Total shares with voting rights: 4.52M
Sole
Full voting authority
4.52M
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$216.6K
19.41%
Sole
385.48K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR UNIT
SOLEShares304.20K
TypeSH
Market value$170.2K
15.25%
Sole
304.20K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares290.10K
TypeSH
Market value$149.1K
13.36%
Sole
290.10K
Shared
0.00
None
0.00
VANGUARD WORLD FDS INF TECH ETF
SOLEShares212K
TypeSH
Market value$115.0K
10.31%
Sole
212K
Shared
0.00
None
0.00
VANGUARD INDEX FDS TOTAL STK MKT
SOLEShares410.80K
TypeSH
Market value$112.9K
10.12%
Sole
410.80K
Shared
0.00
None
0.00
INVESCO QQQ TR UNIT SER 1
SOLEShares184K
TypeSH
Market value$86.3K
7.73%
Sole
184K
Shared
0.00
None
0.00
SPDR SER TR PORTFOLIO S&P500
SOLEShares1.24M
TypeSH
Market value$81.2K
7.28%
Sole
1.24M
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
SOLEShares383K
TypeSH
Market value$73.9K
6.63%
Sole
383K
Shared
0.00
None
0.00
WISDOMTREE TR US QTLY DIV GRT
SOLEShares850K
TypeSH
Market value$67.9K
6.08%
Sole
850K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR SBI INT-INDS
SOLEShares164.90K
TypeSH
Market value$21.6K
1.94%
Sole
164.90K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR TECHNOLOGY
SOLEShares102.20K
TypeSH
Market value$21.1K
1.89%
Sole
102.20K
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 | $216.6K 19.41% | 385.48K | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TR UNITSOLE | Exchanged Traded Fund | 304.20K | SH | $170.2K 15.25% | 304.20K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Exchanged Traded Fund | 290.10K | SH | $149.1K 13.36% | 290.10K | 0.00 | 0.00 |
VANGUARD WORLD FDS INF TECH ETFSOLE | Exchanged Traded Fund | 212K | SH | $115.0K 10.31% | 212K | 0.00 | 0.00 |
VANGUARD INDEX FDS TOTAL STK MKTSOLE | Exchanged Traded Fund | 410.80K | SH | $112.9K 10.12% | 410.80K | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SER 1SOLE | Exchanged Traded Fund | 184K | SH | $86.3K 7.73% | 184K | 0.00 | 0.00 |
SPDR SER TR PORTFOLIO S&P500SOLE | Exchanged Traded Fund | 1.24M | SH | $81.2K 7.28% | 1.24M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFSOLE | Exchanged Traded Fund | 383K | SH | $73.9K 6.63% | 383K | 0.00 | 0.00 |
WISDOMTREE TR US QTLY DIV GRTSOLE | Exchanged Traded Fund | 850K | SH | $67.9K 6.08% | 850K | 0.00 | 0.00 |
SELECT SECTOR SPDR TR SBI INT-INDSSOLE | Exchanged Traded Fund | 164.90K | SH | $21.6K 1.94% | 164.90K | 0.00 | 0.00 |
SELECT SECTOR SPDR TR TECHNOLOGYSOLE | Exchanged Traded Fund | 102.20K | SH | $21.1K 1.89% | 102.20K | 0.00 | 0.00 |