$351 Million is the total value of TAIYO LIFE INSURANCE CO's 5 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TR CORE S&P500 ETFexchanged traded fund | $109,038,000 | +129.5% | 421,975 | +187.1% | 31.06% | +17.5% |
| VOO | Buy | VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund | $108,700,000 | +155.2% | 459,000 | +218.8% | 30.96% | +30.7% |
| SPY | New | SPDR S&P 500 ETF TR TR UNITexchanged traded fund | $91,501,000 | – | 355,000 | +100.0% | 26.06% | – |
| DGRW | WISDOMTREE TR US QTLY DIV GRTexchanged traded fund | $33,074,000 | -19.7% | 850,000 | 0.0% | 9.42% | -58.9% | |
| DIA | SPDR DOW JONES INDL AVRG ETF UT SER 1exchanged traded fund | $8,769,000 | -23.1% | 40,000 | 0.0% | 2.50% | -60.6% | |
| EZM | Exit | WISDOMTREE TR US MIDCP EARNINGexchanged traded fund | $0 | – | -880,000 | -100.0% | -20.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 24 | Q3 2023 | 32.3% |
| VANGUARD INDEX FDS S&P 500 ETF SHS | 23 | Q3 2023 | 31.0% |
| WISDOMTREE TR US QTLY DIV GRT | 23 | Q3 2023 | 23.0% |
| SPDR DOW JONES INDL AVRG ETF UT SER 1 | 21 | Q3 2023 | 21.9% |
| SPDR S&P 500 ETF TR TR UNIT | 15 | Q3 2023 | 29.1% |
| WISDOMTREE TR US MIDCP EARNING | 9 | Q4 2019 | 25.3% |
| INVESCO QQQ TR UNIT SER 1 | 7 | Q3 2023 | 17.4% |
| ISHARES TR ESG AWR MSCI USA | 6 | Q3 2023 | 10.1% |
| VANGUARD WORLD FDS INF TECH ETF | 6 | Q3 2023 | 10.4% |
| VANGUARD INDEX FDS TOTAL STK MKT | 6 | Q3 2023 | 7.2% |
View TAIYO LIFE INSURANCE CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-25 |
| 13F-HR | 2021-10-22 |
View TAIYO 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.