Cosner Financial Group

Cosner Financial Group as of June 30, 2023

Portfolio Holdings for Cosner Financial Group

Cosner Financial Group holds 22 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 14.2 $17M 159k 108.14
Ishares Tr Core S&p Ttl Stk (ITOT) 10.7 $13M 133k 97.84
Ishares Tr Core S&p Us Vlu (IUSV) 8.5 $10M 132k 78.26
Ishares Tr Sp Smcp600vl Etf (IJS) 8.0 $9.7M 102k 95.09
Ishares Tr Rus Tp200 Gr Etf (IWY) 7.9 $9.6M 61k 158.56
Ishares Tr S&p 500 Val Etf (IVE) 7.5 $9.1M 56k 161.19
Ishares Tr MRGSTR MD CP GRW (IMCG) 6.1 $7.4M 122k 60.94
Ishares Tr Core S&p500 Etf (IVV) 5.7 $6.9M 16k 445.70
Ishares Tr Core S&p Us Gwt (IUSG) 5.6 $6.8M 70k 97.64
Ishares Tr Core Us Aggbd Et (AGG) 4.9 $6.0M 61k 97.95
Ishares Tr S&p Mc 400vl Etf (IJJ) 3.4 $4.1M 39k 107.13
Ishares Tr National Mun Etf (MUB) 3.3 $4.1M 38k 106.73
Chevron Corporation (CVX) 3.2 $3.9M 25k 157.35
Ishares Tr S&p 500 Grwt Etf (IVW) 2.7 $3.3M 47k 70.48
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.8 $2.1M 45k 48.21
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $2.0M 89k 22.90
Ishares Tr Core Msci Intl (IDEV) 1.3 $1.6M 26k 61.12
Ishares Tr Shrt Nat Mun Etf (SUB) 1.2 $1.5M 14k 104.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $942k 3.6k 261.51
Ishares Tr Russell 2000 Etf (IWM) 0.7 $844k 4.5k 187.27
American Centy Etf Tr Focused Lrg Cap (FLV) 0.5 $567k 9.5k 59.73
UnitedHealth (UNH) 0.2 $219k 457.00 480.17