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CIK: 0001254890
Total reported value
$1.1B
$1.1B
13 檔
74.4%
The Q3 2024 SEC filing reveals that Taiyo Life Insurance Co held a total portfolio value of $1.1B, covering 13 public equity positions.
In Q3 2024, Taiyo Life Insurance Co adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, VOO) accounted for 74.4% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.62% | -1.15% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.83% | -0.68% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.13% | -0.81% | — | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 11.69% | +1.76% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.22% | -0.27% | — | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.27% | -0.36% | — | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.80% | +0.38% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.12% | +0.54% | — | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.61% | -0.37% | — | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.83% | +0.96% | NEW | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 1.77% | -0.02% | -44.65% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.67% | — | -34.76% | |
| 13 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.43% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | — | Unchanged |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | — | Unchanged |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | — | Unchanged |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | — | Unchanged |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | — | Unchanged |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | +0.3% | — | Unchanged |
| 7 | VGT | Vanguard Info Tech ETF | +0.1% | — | Unchanged |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | — | Unchanged |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Unchanged |
| 10 | OMFL | Invesco Russell 1000 Dyn M/f | — | — | Unchanged |
| 11 | XLV | Ss Health Care Select Sector | -0.8% | -34.76% | Trim |
| 12 | XLI | Ss Industrial Select Sector | -1.1% | -44.65% | Trim |
| 13 | XLK | Ss Technology Select Sector | -1.3% | -41.67% | Trim |
According to official SEC Form 13F filings, Taiyo Life Insurance Co reported a total U.S. public equity portfolio value of $1.1B across 13 disclosed positions in Q3 2024.
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Top Position Liquidated / Trimmed
XLK
前期市值: $39.6M
During Q3 2024, Taiyo Life Insurance Co's top holdings by market value included IVV (17.6%)、SPY (13.8%)、VOO (12.1%). The largest single position, IVV, represented 17.6% of total portfolio value.
In Q3 2024, Taiyo Life Insurance Co made 3 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 3 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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