TAIYO LIFE INSURANCE CO Long-Term Concentrated

Location: Chuo-Ku, Tokyo, Japan

CIK: 0001254890 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 16, 2025

Total Value: $1.065B

Holdings (9)

IVV ISHARES TR CORE S&P500 ETF 22.5%

Value $239M Shares 385,475 Est. Cost $267.36 Unrealized —

VOO VANGUARD INDEX FDS S&P 500 ETF SHS 15.5%

Value $165M Shares 290,100 Est. Cost $238.47 Unrealized —

SPY SPDR S&P 500 ETF TR TR UNIT 15.1%

Value $161M Shares 261,000 Est. Cost $279.53 Unrealized —

VGT VANGUARD WORLD FDS INF TECH ETF 13.2%

Value $141M Shares 212,000 Est. Cost $315.40 Unrealized —

QQQ INVESCO QQQ TR UNIT SER 1 9.5%

Value $102M Shares 184,000 Est. Cost $274.09 Unrealized —

QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 8.2%

Value $86.98M Shares 383,000 Est. Cost $109.53 Unrealized —

VTI VANGUARD INDEX FDS TOTAL STK MKT 6.0%

Value $64.37M Shares 211,800 Est. Cost $189.16 Unrealized —

SPYM SPDR SER TR PORTFOLIO S&P500 5.8%

Value $62.19M Shares 855,500 Est. Cost $43.03 Unrealized —

DGRW WISDOMTREE TR US QTLY DIV GRT 4.1%

Value $43.96M Shares 525,000 Est. Cost $40.36 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR CORE S&P500 ETF	385,475	$239M	22.5%	$267.36	—	—	464287200
VOO	VANGUARD INDEX FDS S&P 500 ETF SHS	290,100	$165M	15.5%	$238.47	—	—	922908363
SPY	SPDR S&P 500 ETF TR TR UNIT	261,000	$161M	15.1%	$279.53	—	—	78462F103
VGT	VANGUARD WORLD FDS INF TECH ETF	212,000	$141M	13.2%	$315.40	—	—	92204A702
QQQ	INVESCO QQQ TR UNIT SER 1	184,000	$102M	9.5%	$274.09	—	—	46090E103
QQQM	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF	383,000	$86.98M	8.2%	$109.53	—	—	46138G649
VTI	VANGUARD INDEX FDS TOTAL STK MKT	211,800	$64.37M	6.0%	$189.16	—	—	922908769
SPYM	SPDR SER TR PORTFOLIO S&P500	855,500	$62.19M	5.8%	$43.03	—	—	78464A854
DGRW	WISDOMTREE TR US QTLY DIV GRT	525,000	$43.96M	4.1%	$40.36	—	—	97717X669