Taiyo Life Insurance Co Investment Portfolio — 13F Data

CIK: 0001254890

Quality / disciplined sizing

Total reported value

$906.3M

Reporting period: 2026-03-31 · Number of holdings: 10

TAIYO LIFE INSURANCE CO disclosed 10 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $906.3M and a quarterly turnover rate of 25.3%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "T"

Personality snowflake

Concentration: 55.88
Portfolio Stability: 25.29
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 20
Sizing Uniformity: 93.36

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim SPY
-26.8%　-$53.8M
Trim QQQM
-31.3%　-$34.4M
Add SPYM
0.0%　-$3.1M
Add VOO
-12.1%　-$29.5M
Add VTI
0.0%　-$2.4M
Trim VGT
-20.3%　-$41.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	22.74%	+0.14%	-18.16%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	16.82%	+1.25%	-12.06%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	13.71%	-1.52%	-26.82%
4	VGT	Vanguard Info Tech ETF	ETF-Tech	13.01%	-0.67%	-20.28%
5	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	9.55%	-0.13%	-18.48%
6	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	7.23%	+1.36%	—
7	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	6.90%	-1.39%	-31.33%
8	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	5.88%	+1.12%	—
9	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	3.78%	-0.24%	-25.71%
10	XLI	Ss Industrial Select Sector	ETF-Other	0.39%	+0.10%	—

Portfolio Performance

Performance for Q3 2026

+3.9%

Performance Last 4 Quarters

+20.1%

Based on 58% of reported portfolio value with available pricing

Stdev: +14%
Beta: +1.06
Alpha: -1%
Max Drawdown: -7.7%
Annualized Perf: +19.2%
Batting Avg vs S&P: +41.7%
Sortino: +2.91
Stutzer: +0.4
Treynor: +0.18
Sterling: +1.14
Calmar: +2.51
Information Ratio: +0.1
Tracking Error: +1.9%
Stdev Down: +6.4%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +36.5%
Worst 12 Months: +6.8%
Efficiency Ratio: +0.57
Sharpe: +1.33
Stdev Sectors: —
Skewness: +0.32
Kurtosis: -0.1
Upside Potential: +4.64

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	10	$906.3M	25	1IVV 2VOO 3SPY Top holdings2026-03-31 1.IVV 2.VOO 3.SPY 4.VGT 5.QQQ 6.SPYM 7.QQQM 8.VTI 9.DGRW 10.XLI
2025-12-31	10	$1.2B	2	1IVV 2VOO 3SPY Top holdings2025-12-31 1.IVV 2.VOO 3.SPY 4.VGT 5.QQQ 6.QQQM 7.SPYM 8.VTI 9.DGRW 10.XLI
2025-09-30	9	$1.1B	27	1IVV 2VOO 3SPY Top holdings2025-09-30 1.IVV 2.VOO 3.SPY 4.VGT 5.QQQ 6.QQQM 7.SPYM 8.VTI 9.DGRW
2025-06-30	9	$1.1B	0	1IVV 2VOO 3SPY Top holdings2025-06-30 1.IVV 2.VOO 3.SPY 4.VGT 5.QQQ 6.QQQM 7.VTI 8.SPYM 9.DGRW
2025-03-31	11	$1.1B	100	1IVV 2SPY 3VOO Top holdings2025-03-31 1.IVV 2.SPY 3.VOO 4.VGT 5.VTI 6.QQQ 7.SPYM 8.QQQM 9.DGRW 10.XLI
2024-12-31	11	$1.2B	0	1IVV 2SPY 3VGT Top holdings2024-12-31 1.IVV 2.SPY 3.VGT 4.VOO 5.VTI 6.QQQM 7.QQQ 8.SPYM 9.DGRW 10.XLK
2024-09-30	13	$1.3B	0	1IVV 2SPY 3VOO Top holdings2024-09-30 1.IVV 2.SPY 3.VOO 4.VGT 5.VTI 6.SPYM 7.QQQM 8.QQQ 9.DGRW 10.XLK
2024-06-30	13	$1.3B	0	1IVV 2SPY 3VOO Top holdings2024-06-30 1.IVV 2.SPY 3.VOO 4.VGT 5.VTI 6.SPYM 7.QQQM 8.QQQ 9.DGRW 10.XLK
2024-03-31	13	$1.2B	0	1IVV 2SPY 3VGT Top holdings2024-03-31 1.IVV 2.SPY 3.VGT 4.VOO 5.SPYM 6.VTI 7.QQQM 8.QQQ 9.DGRW 10.XLI
2023-12-31	13	$1.3B	0	1IVV 2QQQ 3SPY Top holdings2023-12-31 1.IVV 2.QQQ 3.SPY 4.VGT 5.VOO 6.SPYM 7.VTI 8.QQQM 9.DGRW 10.XLY
2023-09-30	15	$1.3B	0	1IVV 2QQQ 3SPY Top holdings2023-09-30 1.IVV 2.QQQ 3.SPY 4.VGT 5.ESGU 6.VOO 7.SPYM 8.VTI 9.QQQM 10.ITOT
2023-06-30	14	$1.3B	0	1IVV 2QQQ 3SPY Top holdings2023-06-30 1.IVV 2.QQQ 3.SPY 4.VGT 5.ESGU 6.VOO 7.SPYM 8.VTI 9.QQQM 10.DGRW
2023-03-31	12	$1.2B	0	1SPY 2IVV 3VOO Top holdings2023-03-31 1.SPY 2.IVV 3.VOO 4.QQQ 5.ESGU 6.VGT 7.SPYM 8.VTI 9.QQQM 10.DGRW
2022-12-31	11	$1.1B	0	1SPY 2IVV 3VOO Top holdings2022-12-31 1.SPY 2.IVV 3.VOO 4.QQQ 5.ESGU 6.VGT 7.SPYM 8.VTI 9.QQQM 10.DGRW
2022-09-30	10	$849.2M	0	1SPY 2IVV 3VOO Top holdings2022-09-30 1.SPY 2.IVV 3.VOO 4.QQQ 5.ESGU 6.SPYM 7.VGT 8.DGRW 9.VTI 10.DIA
2022-06-30	9	$757.6M	0	1SPY 2IVV 3VOO Top holdings2022-06-30 1.SPY 2.IVV 3.VOO 4.ESGU 5.QQQ 6.DGRW 7.VTI 8.VGT 9.DIA
2022-03-31	5	$668.3M	0	1IVV 2SPY 3VOO Top holdings2022-03-31 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2021-12-31	5	$701.7M	0	1IVV 2SPY 3VOO Top holdings2021-12-31 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2021-09-30	5	$633.7M	0	1IVV 2SPY 3VOO Top holdings2021-09-30 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2021-06-30	5	$633.4M	100	1IVV 2SPY 3VOO Top holdings2021-06-30 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2021-03-31	5	$588.4M	6	1IVV 2SPY 3VOO Top holdings2021-03-31 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2020-12-31	5	$554.9M	11	1IVV 2SPY 3VOO Top holdings2020-12-31 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2020-09-30	5	$498.1M	8	1IVV 2SPY 3VOO Top holdings2020-09-30 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2020-06-30	5	$458.8M	27	1IVV 2SPY 3VOO Top holdings2020-06-30 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2020-03-31	5	$351.1M	100	1IVV 2VOO 3SPY Top holdings2020-03-31 1.IVV 2.VOO 3.SPY 4.DGRW 5.DIA
2019-12-31	5	$179.8M	7	1IVV 2VOO 3DGRW Top holdings2019-12-31 1.IVV 2.VOO 3.DGRW 4.EZM 5.DIA
2019-09-30	5	$166.9M	19	1IVV 2VOO 3DGRW Top holdings2019-09-30 1.IVV 2.VOO 3.DGRW 4.EZM 5.DIA
2019-06-30	5	$196.9M	3	1IVV 2DIA 3VOO Top holdings2019-06-30 1.IVV 2.DIA 3.VOO 4.DGRW 5.EZM
2019-03-31	5	$191.9M	12	1IVV 2DIA 3VOO Top holdings2019-03-31 1.IVV 2.DIA 3.VOO 4.DGRW 5.EZM
2018-12-31	5	$170.1M	15	1DIA 2IVV 3VOO Top holdings2018-12-31 1.DIA 2.IVV 3.VOO 4.DGRW 5.EZM
2018-09-30	5	$197.9M	56	1IVV 2DIA 3VOO Top holdings2018-09-30 1.IVV 2.DIA 3.VOO 4.DGRW 5.EZM
2018-06-30	6	$216.7M	38	1IVV 2QQQ 3VOO Top holdings2018-06-30 1.IVV 2.QQQ 3.VOO 4.EZM 5.DGRW 6.FFG
2018-03-31	6	$206.7M	42	1IVV273935A3VOO Top holdings2018-03-31 1.IVV 2.73935A 3.VOO 4.DGRW 5.EZM 6.FFG
2017-12-31	4	$138.1M	—	1IVV 2EZM373935A Top holdings2017-12-31 1.IVV 2.EZM 3.73935A 4.FFG

Holding changes this quarter

Taiyo Life Insurance Co's most significant position changes for 2026-03-31: Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -26.82%; Trim: Invesco Nasdaq 100 ETF (QQQM) — shares -31.33%; Trim: Vanguard S&p 500 ETF (VOO) — shares -12.06%; Trim: Vanguard Info Tech ETF (VGT) — shares -20.28%; Trim: Wisdomtree U.s. Quality Divi (DGRW) — shares -25.71%.

Position changes disclosed by Taiyo Life Insurance Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	+1.4%	—	Unchanged
2	VOO	Vanguard S&p 500 ETF	+1.3%	-12.06%	Trim
3	VTI	Vanguard Total Stock Mkt ETF	+1.1%	—	Unchanged
4	IVV	Ishares Core S&p 500 ETF	+0.1%	-18.16%	Trim
5	XLI	Ss Industrial Select Sector	+0.1%	—	Unchanged
6	QQQ	Invesco Qqq Trust Series 1	-0.1%	-18.48%	Trim
7	DGRW	Wisdomtree U.s. Quality Divi	-0.2%	-25.71%	Trim
8	VGT	Vanguard Info Tech ETF	-0.7%	-20.28%	Trim
9	QQQM	Invesco Nasdaq 100 ETF	-1.4%	-31.33%	Trim
10	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.5%	-26.82%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-07	13F-HR	View on EDGAR
2025-12-31	2026-01-30	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-07-16	13F-HR	View on EDGAR
2025-03-31	2025-04-30	13F-HR	View on EDGAR
2024-12-31	2025-01-30	13F-HR	View on EDGAR
2024-09-30	2024-11-05	13F-HR	View on EDGAR
2024-06-30	2024-08-01	13F-HR	View on EDGAR
2024-03-31	2024-04-26	13F-HR	View on EDGAR
2023-12-31	2024-01-24	13F-HR	View on EDGAR
2023-09-30	2023-10-27	13F-HR	View on EDGAR
2023-06-30	2023-07-28	13F-HR	View on EDGAR
2023-03-31	2023-04-27	13F-HR	View on EDGAR
2022-12-31	2023-01-31	13F-HR	View on EDGAR
2022-09-30	2022-10-27	13F-HR	View on EDGAR
2022-06-30	2022-07-22	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-01-25	13F-HR	View on EDGAR
2021-09-30	2021-10-22	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-04-28	13F-HR	View on EDGAR
2020-12-31	2021-02-04	13F-HR	View on EDGAR
2020-09-30	2020-11-06	13F-HR	View on EDGAR
2020-06-30	2020-08-05	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-07	Amendment	View on EDGAR
2019-12-31	2020-02-06	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-07-18	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-12	13F-HR	View on EDGAR
2018-09-30	2018-10-25	13F-HR	View on EDGAR
2018-06-30	2018-07-26	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-01-25	13F-HR	View on EDGAR

FAQ

What is Taiyo Life Insurance Co and what type of investor is it?

Taiyo Life Insurance Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $906.3M, spread across 10 disclosed positions.

What are Taiyo Life Insurance Co's largest equity positions?

Based on the latest 13F filing, Taiyo Life Insurance Co's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $206.1M (22.7%) 2. Vanguard S&p 500 ETF (VOO) — $152.4M (16.8%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $124.2M (13.7%) 4. Vanguard Info Tech ETF (VGT) — $117.9M (13.0%) 5. Invesco Qqq Trust Series 1 (QQQ) — $86.6M (9.6%)

What changes did Taiyo Life Insurance Co make in its most recent portfolio filing?

In the latest quarter, Taiyo Life Insurance Co took a more defensive posture — trimming 7 positions and completely exiting 0 holdings. The largest of these moves: Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -26.82%; Trim: Invesco Nasdaq 100 ETF (QQQM) — shares -31.33%; Trim: Vanguard S&p 500 ETF (VOO) — shares -12.06%; Trim: Vanguard Info Tech ETF (VGT) — shares -20.28%; Trim: Wisdomtree U.s. Quality Divi (DGRW) — shares -25.71%

What sectors does Taiyo Life Insurance Co focus on?

Sector breakdown data is not yet available for Taiyo Life Insurance Co. Check back after the next 13F processing cycle.

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Taiyo Life Insurance Co Investment Portfolio — 13F Data

CIK: 0001254890

Quality / disciplined sizing

Total reported value

$906.3M

Reporting period: 2026-03-31 · Number of holdings: 10

TAIYO LIFE INSURANCE CO disclosed 10 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $906.3M and a quarterly turnover rate of 25.3%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "T"

Personality snowflake

Concentration: 55.88
Portfolio Stability: 25.29
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 20
Sizing Uniformity: 93.36

Recent moves

Trim SPY
-26.8%　-$53.8M
Trim QQQM
-31.3%　-$34.4M
Add SPYM
0.0%　-$3.1M
Add VOO
-12.1%　-$29.5M
Add VTI
0.0%　-$2.4M
Trim VGT
-20.3%　-$41.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	22.74%	+0.14%	-18.16%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	16.82%	+1.25%	-12.06%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	13.71%	-1.52%	-26.82%
4	VGT	Vanguard Info Tech ETF	ETF-Tech	13.01%	-0.67%	-20.28%
5	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	9.55%	-0.13%	-18.48%
6	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	7.23%	+1.36%	—
7	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	6.90%	-1.39%	-31.33%
8	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	5.88%	+1.12%	—
9	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	3.78%	-0.24%	-25.71%
10	XLI	Ss Industrial Select Sector	ETF-Other	0.39%	+0.10%	—

Portfolio Performance

Performance for Q3 2026

+3.9%

Performance Last 4 Quarters

+20.1%

Based on 58% of reported portfolio value with available pricing

Stdev: +14%
Beta: +1.06
Alpha: -1%
Max Drawdown: -7.7%
Annualized Perf: +19.2%
Batting Avg vs S&P: +41.7%
Sortino: +2.91
Stutzer: +0.4
Treynor: +0.18
Sterling: +1.14
Calmar: +2.51
Information Ratio: +0.1
Tracking Error: +1.9%
Stdev Down: +6.4%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +36.5%
Worst 12 Months: +6.8%
Efficiency Ratio: +0.57
Sharpe: +1.33
Stdev Sectors: —
Skewness: +0.32
Kurtosis: -0.1
Upside Potential: +4.64

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	10	$906.3M	25	1IVV 2VOO 3SPY Top holdings2026-03-31 1.IVV 2.VOO 3.SPY 4.VGT 5.QQQ 6.SPYM 7.QQQM 8.VTI 9.DGRW 10.XLI
2025-12-31	10	$1.2B	2	1IVV 2VOO 3SPY Top holdings2025-12-31 1.IVV 2.VOO 3.SPY 4.VGT 5.QQQ 6.QQQM 7.SPYM 8.VTI 9.DGRW 10.XLI
2025-09-30	9	$1.1B	27	1IVV 2VOO 3SPY Top holdings2025-09-30 1.IVV 2.VOO 3.SPY 4.VGT 5.QQQ 6.QQQM 7.SPYM 8.VTI 9.DGRW
2025-06-30	9	$1.1B	0	1IVV 2VOO 3SPY Top holdings2025-06-30 1.IVV 2.VOO 3.SPY 4.VGT 5.QQQ 6.QQQM 7.VTI 8.SPYM 9.DGRW
2025-03-31	11	$1.1B	100	1IVV 2SPY 3VOO Top holdings2025-03-31 1.IVV 2.SPY 3.VOO 4.VGT 5.VTI 6.QQQ 7.SPYM 8.QQQM 9.DGRW 10.XLI
2024-12-31	11	$1.2B	0	1IVV 2SPY 3VGT Top holdings2024-12-31 1.IVV 2.SPY 3.VGT 4.VOO 5.VTI 6.QQQM 7.QQQ 8.SPYM 9.DGRW 10.XLK
2024-09-30	13	$1.3B	0	1IVV 2SPY 3VOO Top holdings2024-09-30 1.IVV 2.SPY 3.VOO 4.VGT 5.VTI 6.SPYM 7.QQQM 8.QQQ 9.DGRW 10.XLK
2024-06-30	13	$1.3B	0	1IVV 2SPY 3VOO Top holdings2024-06-30 1.IVV 2.SPY 3.VOO 4.VGT 5.VTI 6.SPYM 7.QQQM 8.QQQ 9.DGRW 10.XLK
2024-03-31	13	$1.2B	0	1IVV 2SPY 3VGT Top holdings2024-03-31 1.IVV 2.SPY 3.VGT 4.VOO 5.SPYM 6.VTI 7.QQQM 8.QQQ 9.DGRW 10.XLI
2023-12-31	13	$1.3B	0	1IVV 2QQQ 3SPY Top holdings2023-12-31 1.IVV 2.QQQ 3.SPY 4.VGT 5.VOO 6.SPYM 7.VTI 8.QQQM 9.DGRW 10.XLY
2023-09-30	15	$1.3B	0	1IVV 2QQQ 3SPY Top holdings2023-09-30 1.IVV 2.QQQ 3.SPY 4.VGT 5.ESGU 6.VOO 7.SPYM 8.VTI 9.QQQM 10.ITOT
2023-06-30	14	$1.3B	0	1IVV 2QQQ 3SPY Top holdings2023-06-30 1.IVV 2.QQQ 3.SPY 4.VGT 5.ESGU 6.VOO 7.SPYM 8.VTI 9.QQQM 10.DGRW
2023-03-31	12	$1.2B	0	1SPY 2IVV 3VOO Top holdings2023-03-31 1.SPY 2.IVV 3.VOO 4.QQQ 5.ESGU 6.VGT 7.SPYM 8.VTI 9.QQQM 10.DGRW
2022-12-31	11	$1.1B	0	1SPY 2IVV 3VOO Top holdings2022-12-31 1.SPY 2.IVV 3.VOO 4.QQQ 5.ESGU 6.VGT 7.SPYM 8.VTI 9.QQQM 10.DGRW
2022-09-30	10	$849.2M	0	1SPY 2IVV 3VOO Top holdings2022-09-30 1.SPY 2.IVV 3.VOO 4.QQQ 5.ESGU 6.SPYM 7.VGT 8.DGRW 9.VTI 10.DIA
2022-06-30	9	$757.6M	0	1SPY 2IVV 3VOO Top holdings2022-06-30 1.SPY 2.IVV 3.VOO 4.ESGU 5.QQQ 6.DGRW 7.VTI 8.VGT 9.DIA
2022-03-31	5	$668.3M	0	1IVV 2SPY 3VOO Top holdings2022-03-31 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2021-12-31	5	$701.7M	0	1IVV 2SPY 3VOO Top holdings2021-12-31 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2021-09-30	5	$633.7M	0	1IVV 2SPY 3VOO Top holdings2021-09-30 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2021-06-30	5	$633.4M	100	1IVV 2SPY 3VOO Top holdings2021-06-30 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2021-03-31	5	$588.4M	6	1IVV 2SPY 3VOO Top holdings2021-03-31 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2020-12-31	5	$554.9M	11	1IVV 2SPY 3VOO Top holdings2020-12-31 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2020-09-30	5	$498.1M	8	1IVV 2SPY 3VOO Top holdings2020-09-30 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2020-06-30	5	$458.8M	27	1IVV 2SPY 3VOO Top holdings2020-06-30 1.IVV 2.SPY 3.VOO 4.DGRW 5.DIA
2020-03-31	5	$351.1M	100	1IVV 2VOO 3SPY Top holdings2020-03-31 1.IVV 2.VOO 3.SPY 4.DGRW 5.DIA
2019-12-31	5	$179.8M	7	1IVV 2VOO 3DGRW Top holdings2019-12-31 1.IVV 2.VOO 3.DGRW 4.EZM 5.DIA
2019-09-30	5	$166.9M	19	1IVV 2VOO 3DGRW Top holdings2019-09-30 1.IVV 2.VOO 3.DGRW 4.EZM 5.DIA
2019-06-30	5	$196.9M	3	1IVV 2DIA 3VOO Top holdings2019-06-30 1.IVV 2.DIA 3.VOO 4.DGRW 5.EZM
2019-03-31	5	$191.9M	12	1IVV 2DIA 3VOO Top holdings2019-03-31 1.IVV 2.DIA 3.VOO 4.DGRW 5.EZM
2018-12-31	5	$170.1M	15	1DIA 2IVV 3VOO Top holdings2018-12-31 1.DIA 2.IVV 3.VOO 4.DGRW 5.EZM
2018-09-30	5	$197.9M	56	1IVV 2DIA 3VOO Top holdings2018-09-30 1.IVV 2.DIA 3.VOO 4.DGRW 5.EZM
2018-06-30	6	$216.7M	38	1IVV 2QQQ 3VOO Top holdings2018-06-30 1.IVV 2.QQQ 3.VOO 4.EZM 5.DGRW 6.FFG
2018-03-31	6	$206.7M	42	1IVV273935A3VOO Top holdings2018-03-31 1.IVV 2.73935A 3.VOO 4.DGRW 5.EZM 6.FFG
2017-12-31	4	$138.1M	—	1IVV 2EZM373935A Top holdings2017-12-31 1.IVV 2.EZM 3.73935A 4.FFG

Holding changes this quarter

Position changes disclosed by Taiyo Life Insurance Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	+1.4%	—	Unchanged
2	VOO	Vanguard S&p 500 ETF	+1.3%	-12.06%	Trim
3	VTI	Vanguard Total Stock Mkt ETF	+1.1%	—	Unchanged
4	IVV	Ishares Core S&p 500 ETF	+0.1%	-18.16%	Trim
5	XLI	Ss Industrial Select Sector	+0.1%	—	Unchanged
6	QQQ	Invesco Qqq Trust Series 1	-0.1%	-18.48%	Trim
7	DGRW	Wisdomtree U.s. Quality Divi	-0.2%	-25.71%	Trim
8	VGT	Vanguard Info Tech ETF	-0.7%	-20.28%	Trim
9	QQQM	Invesco Nasdaq 100 ETF	-1.4%	-31.33%	Trim
10	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.5%	-26.82%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-07	13F-HR	View on EDGAR
2025-12-31	2026-01-30	13F-HR	View on EDGAR
2025-09-30	2025-11-04	13F-HR	View on EDGAR
2025-06-30	2025-07-16	13F-HR	View on EDGAR
2025-03-31	2025-04-30	13F-HR	View on EDGAR
2024-12-31	2025-01-30	13F-HR	View on EDGAR
2024-09-30	2024-11-05	13F-HR	View on EDGAR
2024-06-30	2024-08-01	13F-HR	View on EDGAR
2024-03-31	2024-04-26	13F-HR	View on EDGAR
2023-12-31	2024-01-24	13F-HR	View on EDGAR
2023-09-30	2023-10-27	13F-HR	View on EDGAR
2023-06-30	2023-07-28	13F-HR	View on EDGAR
2023-03-31	2023-04-27	13F-HR	View on EDGAR
2022-12-31	2023-01-31	13F-HR	View on EDGAR
2022-09-30	2022-10-27	13F-HR	View on EDGAR
2022-06-30	2022-07-22	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-01-25	13F-HR	View on EDGAR
2021-09-30	2021-10-22	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-04-28	13F-HR	View on EDGAR
2020-12-31	2021-02-04	13F-HR	View on EDGAR
2020-09-30	2020-11-06	13F-HR	View on EDGAR
2020-06-30	2020-08-05	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-07	Amendment	View on EDGAR
2019-12-31	2020-02-06	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-07-18	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-12	13F-HR	View on EDGAR
2018-09-30	2018-10-25	13F-HR	View on EDGAR
2018-06-30	2018-07-26	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-01-25	13F-HR	View on EDGAR