TAIYO LIFE INSURANCE CO Long-Term Concentrated

CIK: 0001254890 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 16, 2025

Total Value ($000): $1,065 (100.0% shares, 0.0% debt)

Holdings (9)

IVV ISHARES TR CORE S&P500 ETF 22.5%
Value ($000) $239 Shares 385,475 Est. Cost $267.36 Unrealized —
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 15.5%
Value ($000) $165 Shares 290,100 Est. Cost $238.47 Unrealized —
SPY SPDR S&P 500 ETF TR TR UNIT 15.1%
Value ($000) $161 Shares 261,000 Est. Cost $279.53 Unrealized —
VGT VANGUARD WORLD FDS INF TECH ETF 13.2%
Value ($000) $141 Shares 212,000 Est. Cost $181.42 Unrealized —
QQQ INVESCO QQQ TR UNIT SER 1 9.5%
Value ($000) $102 Shares 184,000 Est. Cost $227.71 Unrealized —
QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 8.2%
Value ($000) $87 Shares 383,000 Est. Cost $0.11 Unrealized —
VTI VANGUARD INDEX FDS TOTAL STK MKT 6.0%
Value ($000) $64 Shares 211,800 Est. Cost $83.85 Unrealized —
SPYM SPDR SER TR PORTFOLIO S&P500 5.8%
Value ($000) $62 Shares 855,500 Est. Cost $27.39 Unrealized —
DGRW WISDOMTREE TR US QTLY DIV GRT 4.1%
Value ($000) $44 Shares 525,000 Est. Cost $40.36 Unrealized —