$1.24 Billion is the total value of DAIDO LIFE INSURANCE CO's 15 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRexchanged traded fund | $346,199,000 | +21.6% | 1,225,571 | +7.6% | 27.93% | +4.6% |
| IVV | ISHARES TRexchanged traded fund | $242,938,000 | +13.1% | 853,733 | 0.0% | 19.60% | -2.7% | |
| IWB | Sell | ISHARES TRexchanged traded fund | $165,290,000 | -12.1% | 1,050,730 | -22.5% | 13.33% | -24.4% |
| VOO | Sell | VANGUARD INDEX FDSexchanged traded fund | $111,170,000 | -50.3% | 428,334 | -56.0% | 8.97% | -57.3% |
| VYM | New | VANGUARD WHITEHALL FDS INCexchanged traded fund | $102,404,000 | – | 1,195,472 | +100.0% | 8.26% | – |
| VONE | Buy | VANGUARD SCOTTSDALE FDSexchanged traded fund | $94,387,000 | +226.4% | 726,722 | +187.8% | 7.61% | +180.8% |
| DHS | New | WISDOMTREE TRexchanged traded fund | $35,625,000 | – | 491,578 | +100.0% | 2.87% | – |
| USMV | ISHARES TRexchanged traded fund | $30,746,000 | +12.2% | 522,890 | 0.0% | 2.48% | -3.5% | |
| MTUM | ISHARES TRexchanged traded fund | $27,992,000 | +11.9% | 249,529 | 0.0% | 2.26% | -3.8% | |
| QUAL | ISHARES TRexchanged traded fund | $14,535,000 | +15.4% | 164,150 | 0.0% | 1.17% | -0.8% | |
| DGRW | WISDOMTREE TRexchanged traded fund | $14,406,000 | +12.3% | 334,561 | 0.0% | 1.16% | -3.4% | |
| EPS | WISDOMTREE TRexchanged traded fund | $14,209,000 | +12.7% | 446,973 | 0.0% | 1.15% | -3.0% | |
| EZM | WISDOMTREE TRexchanged traded fund | $13,554,000 | +14.7% | 344,526 | 0.0% | 1.09% | -1.4% | |
| VLUE | ISHARES TRexchanged traded fund | $13,069,000 | +10.0% | 163,653 | 0.0% | 1.05% | -5.4% | |
| EES | WISDOMTREE TRexchanged traded fund | $13,048,000 | +12.7% | 361,352 | 0.0% | 1.05% | -3.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2023 | 34.9% |
| SPDR S&P 500 ETF TR | 28 | Q3 2023 | 30.5% |
| ISHARES TR | 28 | Q3 2023 | 38.4% |
| ISHARES TR | 22 | Q2 2023 | 3.4% |
| ISHARES TR | 22 | Q2 2023 | 3.7% |
| WISDOMTREE TR | 22 | Q2 2023 | 2.8% |
| WISDOMTREE TR | 22 | Q2 2023 | 2.2% |
| ISHARES TR | 22 | Q2 2023 | 1.8% |
| ISHARES TR | 22 | Q2 2023 | 1.4% |
| VANGUARD INDEX FDS | 21 | Q2 2022 | 33.1% |
View DAIDO LIFE INSURANCE CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
View DAIDO LIFE INSURANCE CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.