Asset Manager
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TAIYO LIFE INSURANCE CO
NIHONBASHI 2-7-1 INVESTMENT ADMINISTRATION DEPARTMENT, CHUO-KU, TOKYO, M0 103-6031 • 81332726901
Market Value
$1.1B
+7.1%
Holdings
9
-2
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 5 | $774M | 67.9% |
| Large Cap | 4 | $367M | 32.1% |
Portfolio Analytics
Avg Market Cap
$515.1B
Median Market Cap
$443.1B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.06
# Stocks
0
# ETFs / Funds
9
Top Holdings (9 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 22.61% | 385,475 | $258M | $669.30 | $19M | — | — | |
| 2 | VOO | 15.57% | 290,100 | $178M | $612.38 | $13M | — | — | |
| 3 | SPY | 15.24% | 261,000 | $174M | $666.18 | $13M | — | — | |
| 4 | VGT | 13.87% | 212,000 | $158M | $746.63 | $18M | — | — | |
| 5 | QQQ | 9.68% | 184,000 | $110M | $600.37 | $9M | — | — | |
| 6 | QQQM | 8.29% | 383,000 | $95M | $247.12 | $8M | — | — | |
| 7 | SPLG | 5.87% | 855,500 | $67M | $78.34 | $5M | — | — | |
| 8 | VTI | 4.77% | 166,000 | $54M | $328.17 | -$10M | -45,800 | -21.6% | |
| 9 | DGRW | 4.09% | 525,000 | $47M | $88.96 | $3M | — | — |