Filed: 11/4/2025ACC: 0001254890-25-000005
📋 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 $1.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$1.14M
Total AUM (reported)
3.26M
Total Shares
Allocation by class
EXCHANGED TRADED FUND$1.14M100.0%
Portfolio Concentration
Top 3$609.5K53.4%
4–10$531.6K46.6%
Top 3 weight
53.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.26M
Sole
Full voting authority
3.26M
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$258.0K
22.61%
Sole
385.48K
Shared
0.00
None
0.00
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares290.10K
TypeSH
Market value$177.7K
15.57%
Sole
290.10K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR TR UNIT
SOLEShares261K
TypeSH
Market value$173.9K
15.24%
Sole
261K
Shared
0.00
None
0.00
VANGUARD WORLD FDS INF TECH ETF
SOLEShares212K
TypeSH
Market value$158.3K
13.87%
Sole
212K
Shared
0.00
None
0.00
INVESCO QQQ TR UNIT SER 1
SOLEShares184K
TypeSH
Market value$110.5K
9.68%
Sole
184K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
SOLEShares383K
TypeSH
Market value$94.6K
8.29%
Sole
383K
Shared
0.00
None
0.00
SPDR SER TR PORTFOLIO S&P500
SOLEShares855.50K
TypeSH
Market value$67.0K
5.87%
Sole
855.50K
Shared
0.00
None
0.00
VANGUARD INDEX FDS TOTAL STK MKT
SOLEShares166K
TypeSH
Market value$54.5K
4.77%
Sole
166K
Shared
0.00
None
0.00
WISDOMTREE TR US QTLY DIV GRT
SOLEShares525K
TypeSH
Market value$46.7K
4.09%
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 | $258.0K 22.61% | 385.48K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | Exchanged Traded Fund | 290.10K | SH | $177.7K 15.57% | 290.10K | 0.00 | 0.00 |
SPDR S&P 500 ETF TR TR UNITSOLE | Exchanged Traded Fund | 261K | SH | $173.9K 15.24% | 261K | 0.00 | 0.00 |
VANGUARD WORLD FDS INF TECH ETFSOLE | Exchanged Traded Fund | 212K | SH | $158.3K 13.87% | 212K | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SER 1SOLE | Exchanged Traded Fund | 184K | SH | $110.5K 9.68% | 184K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFSOLE | Exchanged Traded Fund | 383K | SH | $94.6K 8.29% | 383K | 0.00 | 0.00 |
SPDR SER TR PORTFOLIO S&P500SOLE | Exchanged Traded Fund | 855.50K | SH | $67.0K 5.87% | 855.50K | 0.00 | 0.00 |
VANGUARD INDEX FDS TOTAL STK MKTSOLE | Exchanged Traded Fund | 166K | SH | $54.5K 4.77% | 166K | 0.00 | 0.00 |
WISDOMTREE TR US QTLY DIV GRTSOLE | Exchanged Traded Fund | 525K | SH | $46.7K 4.09% | 525K | 0.00 | 0.00 |