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

Holdings (9)

IVV ISHARES TR CORE S&P500 ETF 22.6%

Value $258M Shares 385,475 Est. Cost $267.36 Unrealized —

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

Value $178M Shares 290,100 Est. Cost $238.47 Unrealized —

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

Value $174M Shares 261,000 Est. Cost $279.53 Unrealized —

VGT VANGUARD WORLD FDS INF TECH ETF 13.9%

Value $158M Shares 212,000 Est. Cost $315.40 Unrealized —

QQQ INVESCO QQQ TR UNIT SER 1 9.7%

Value $110M Shares 184,000 Est. Cost $274.09 Unrealized —

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

Value $94.65M Shares 383,000 Est. Cost $109.53 Unrealized —

SPYM SPDR SER TR PORTFOLIO S&P500 5.9%

Value $67.02M Shares 855,500 Est. Cost $43.03 Unrealized —

VTI VANGUARD INDEX FDS TOTAL STK MKT 4.8%

Value $54.48M Shares 166,000 Est. Cost $189.16 Unrealized —

DGRW WISDOMTREE TR US QTLY DIV GRT 4.1%

Value $46.7M 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	$258M	22.6%	$267.36	—	—	464287200
VOO	VANGUARD INDEX FDS S&P 500 ETF SHS	290,100	$178M	15.6%	$238.47	—	—	922908363
SPY	SPDR S&P 500 ETF TR TR UNIT	261,000	$174M	15.2%	$279.53	—	—	78462F103
VGT	VANGUARD WORLD FDS INF TECH ETF	212,000	$158M	13.9%	$315.40	—	—	92204A702
QQQ	INVESCO QQQ TR UNIT SER 1	184,000	$110M	9.7%	$274.09	—	—	46090E103
QQQM	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF	383,000	$94.65M	8.3%	$109.53	—	—	46138G649
SPYM	SPDR SER TR PORTFOLIO S&P500	855,500	$67.02M	5.9%	$43.03	—	—	78464A854
VTI	VANGUARD INDEX FDS TOTAL STK MKT	166,000	$54.48M	4.8%	$189.16	—	—	922908769
DGRW	WISDOMTREE TR US QTLY DIV GRT	525,000	$46.7M	4.1%	$40.36	—	—	97717X669