$1.13 Million is the total value of TAIYO LIFE INSURANCE CO's 11 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR TR UNITexchanged traded fund | $186,243 | -99.9% | 487,000 | 0.0% | 16.41% | -19.9% | |
| IVV | ISHARES TR CORE S&P500 ETFexchanged traded fund | $182,490 | -99.9% | 474,975 | 0.0% | 16.08% | -19.8% | |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund | $161,265 | -99.9% | 459,000 | 0.0% | 14.21% | -19.9% | |
| QQQ | Buy | INVESCO QQQ TR UNIT SER 1exchanged traded fund | $115,299 | -99.9% | 433,000 | +21.1% | 10.16% | -9.7% |
| ESGU | Buy | ISHARES TR ESG AWR MSCI USAexchanged traded fund | $110,768 | -99.8% | 1,307,000 | +66.5% | 9.76% | +33.0% |
| VGT | Buy | VANGUARD WORLD FDS INF TECH ETFexchanged traded fund | $94,705 | -99.8% | 296,500 | +72.4% | 8.34% | +34.1% |
| SPLG | Buy | SPDR SER TR PORTFOLIO S&P500exchanged traded fund | $87,284 | -99.8% | 1,940,500 | +53.4% | 7.69% | +23.0% |
| VTI | Buy | VANGUARD INDEX FDS TOTAL STK MKTexchanged traded fund | $78,541 | -99.8% | 410,800 | +122.9% | 6.92% | +77.7% |
| QQQM | New | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFexchanged traded fund | $53,670 | – | 490,000 | +100.0% | 4.73% | – |
| DGRW | WISDOMTREE TR US QTLY DIV GRTexchanged traded fund | $51,306 | -99.9% | 850,000 | 0.0% | 4.52% | -16.2% | |
| DIA | SPDR DOW JONES INDL AVERAGE UT SER 1exchanged traded fund | $13,253 | -99.9% | 40,000 | 0.0% | 1.17% | -13.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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.