Filed: 7/16/2025ACC: 0001254890-25-000004
📋 What this filing means
TAIYO LIFE INSURANCE CO filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $1.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$1.07M
Total AUM (reported)
3.31M
Total Shares
Allocation by class
EXCHANGED TRADED FUND$1.07M100.0%
Portfolio Concentration
Top 3$565.4K53.1%
4–10$499.6K46.9%
Top 3 weight
53.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.31M
Sole
Full voting authority
3.31M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
ISHARES TR CORE S&P500 ETF
SOLEShares385.48K
TypeSH
Market value$239.3K
22.47%
Sole
385.48K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares290.10K
TypeSH
Market value$164.8K
15.47%
Sole
290.10K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR UNIT
SOLEShares261K
TypeSH
Market value$161.3K
15.14%
Sole
261K
Shared
0.00
None
0.00
VANGUARD WORLD FDS INF TECH ETF
SOLEShares212K
TypeSH
Market value$140.6K
13.20%
Sole
212K
Shared
0.00
None
0.00
INVESCO QQQ TR UNIT SER 1
SOLEShares184K
TypeSH
Market value$101.5K
9.53%
Sole
184K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
SOLEShares383K
TypeSH
Market value$87.0K
8.17%
Sole
383K
Shared
0.00
None
0.00
VANGUARD INDEX FDS TOTAL STK MKT
SOLEShares211.80K
TypeSH
Market value$64.4K
6.04%
Sole
211.80K
Shared
0.00
None
0.00
SPDR SER TR PORTFOLIO S&P500
SOLEShares855.50K
TypeSH
Market value$62.2K
5.84%
Sole
855.50K
Shared
0.00
None
0.00
WISDOMTREE TR US QTLY DIV GRT
SOLEShares525K
TypeSH
Market value$44.0K
4.13%
Sole
525K
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 | $239.3K 22.47% | 385.48K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Exchanged Traded Fund | 290.10K | SH | $164.8K 15.47% | 290.10K | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TR UNITSOLE | Exchanged Traded Fund | 261K | SH | $161.3K 15.14% | 261K | 0.00 | 0.00 |
VANGUARD WORLD FDS INF TECH ETFSOLE | Exchanged Traded Fund | 212K | SH | $140.6K 13.20% | 212K | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SER 1SOLE | Exchanged Traded Fund | 184K | SH | $101.5K 9.53% | 184K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFSOLE | Exchanged Traded Fund | 383K | SH | $87.0K 8.17% | 383K | 0.00 | 0.00 |
VANGUARD INDEX FDS TOTAL STK MKTSOLE | Exchanged Traded Fund | 211.80K | SH | $64.4K 6.04% | 211.80K | 0.00 | 0.00 |
SPDR SER TR PORTFOLIO S&P500SOLE | Exchanged Traded Fund | 855.50K | SH | $62.2K 5.84% | 855.50K | 0.00 | 0.00 |
WISDOMTREE TR US QTLY DIV GRTSOLE | Exchanged Traded Fund | 525K | SH | $44.0K 4.13% | 525K | 0.00 | 0.00 |