TAIYO LIFE INSURANCE CO Long-Term Concentrated

Location: Chuo-Ku, Tokyo, Japan

CIK: 0001254890 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value: $1.141B (100.0% shares, 0.0% debt)

Holdings (9)

IVV ISHARES TR CORE S&P500 ETF 22.6%

Value $258M Shares 385,475 Share Price $669.30 Est. Cost/Share $291.21 Unrealized @ Report Date +129.8%

VOO VANGUARD INDEX FDS S&P 500 ETF SHS 15.6%

Value $178M Shares 290,100 Share Price $612.38 Est. Cost/Share $271.00 Unrealized @ Report Date +126.0%

SPY SPDR S&P 500 ETF TR TR UNIT 15.2%

Value $174M Shares 261,000 Share Price $666.18 Est. Cost/Share $315.38 Unrealized @ Report Date +111.2%

VGT VANGUARD WORLD FDS INF TECH ETF 13.9%

Value $158M Shares 212,000 Share Price $746.63 * Est. Cost/Share $42.81 Unrealized @ Report Date +118.0%

QQQ INVESCO QQQ TR UNIT SER 1 9.7%

Value $110M Shares 184,000 Share Price $600.37 Est. Cost/Share $301.98 Unrealized @ Report Date +98.8%

QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 8.3%

Value $94.65M Shares 383,000 Share Price $247.12 Est. Cost/Share $113.76 Unrealized @ Report Date +117.2%

SPYM SPDR SER TR PORTFOLIO S&P500 5.9%

Value $67.02M Shares 855,500 Share Price $78.34 Est. Cost/Share $46.17 Unrealized @ Report Date +69.7%

VTI VANGUARD INDEX FDS TOTAL STK MKT 4.8%

Value $54.48M Shares 166,000 Share Price $328.17 Est. Cost/Share $197.84 Unrealized @ Report Date +65.9%

DGRW WISDOMTREE TR US QTLY DIV GRT 4.1%

Value $46.7M Shares 525,000 Share Price $88.96 Est. Cost/Share $42.03 Unrealized @ Report Date +111.6%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
IVV	ISHARES TR CORE S&P500 ETF	385,475	$258M	22.6%	$669.30	$291.21	+129.8%	Exchanged Traded Fund	464287200
VOO	VANGUARD INDEX FDS S&P 500 ETF SHS	290,100	$178M	15.6%	$612.38	$271.00	+126.0%	Exchanged Traded Fund	922908363
SPY	SPDR S&P 500 ETF TR TR UNIT	261,000	$174M	15.2%	$666.18	$315.38	+111.2%	Exchanged Traded Fund	78462F103
VGT	VANGUARD WORLD FDS INF TECH ETF	212,000	$158M	13.9%	$746.63 *	$42.81	+118.0%	Exchanged Traded Fund	92204A702
QQQ	INVESCO QQQ TR UNIT SER 1	184,000	$110M	9.7%	$600.37	$301.98	+98.8%	Exchanged Traded Fund	46090E103
QQQM	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF	383,000	$94.65M	8.3%	$247.12	$113.76	+117.2%	Exchanged Traded Fund	46138G649
SPYM	SPDR SER TR PORTFOLIO S&P500	855,500	$67.02M	5.9%	$78.34	$46.17	+69.7%	Exchanged Traded Fund	78464A854
VTI	VANGUARD INDEX FDS TOTAL STK MKT	166,000	$54.48M	4.8%	$328.17	$197.84	+65.9%	Exchanged Traded Fund	922908769
DGRW	WISDOMTREE TR US QTLY DIV GRT	525,000	$46.7M	4.1%	$88.96	$42.03	+111.6%	Exchanged Traded Fund	97717X669