Q2 2025 · 13F-HR
TAIYO LIFE INSURANCE COholdings as filed
Filed 2025-07-16 · accession 0001254890-25-000004
$1.1M
Reported value
9
Positions
2025-06-30
Period end
The Brief · TAIYO LIFE INSURANCE CO · Q2 2025
AI · grounded in 13F
TAIYO LIFE INSURANCE CO established a new position in IVV with an investment of $239,341. The fund also initiated new holdings in VOO for $164,786 and SPY for $161,259. Additional new positions include VGT, QQQ, and QQQM.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR CORE S&P500 ETF | $239,341 | 22.5% | 385,475 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $164,786 | 15.5% | 290,100 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR TR UNIT | $161,259 | 15.1% | 261,000 | Common | SOLE |
| 92204A702 | VGT | VANGUARD WORLD FDS INF TECH ETF | $140,615 | 13.2% | 212,000 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR UNIT SER 1 | $101,502 | 9.53% | 184,000 | Common | SOLE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | $86,979 | 8.17% | 383,000 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | $64,372 | 6.04% | 211,800 | Common | SOLE |
| 78464A854 | SPYM | SPDR SER TR PORTFOLIO S&P500 | $62,186 | 5.84% | 855,500 | Common | SOLE |
| 97717X669 | DGRW | WISDOMTREE TR US QTLY DIV GRT | $43,964 | 4.13% | 525,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.