Cosner Financial Group

Cosner Financial Group as of Sept. 30, 2023

Portfolio Holdings for Cosner Financial Group

Cosner Financial Group holds 23 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 12.1 $14M 146k 94.19
Ishares Tr Usd Inv Grde Etf (USIG) 9.7 $11M 229k 48.07
Ishares Tr Core S&p Us Vlu (IUSV) 8.5 $9.7M 130k 74.62
Ishares Tr Sp Smcp600vl Etf (IJS) 8.2 $9.3M 104k 89.22
Ishares Tr S&p 500 Val Etf (IVE) 7.8 $8.9M 58k 153.84
Ishares Tr Rus Tp200 Gr Etf (IWY) 7.8 $8.8M 57k 153.83
Ishares Tr MRGSTR MD CP GRW (IMCG) 7.4 $8.4M 147k 57.13
Ishares Tr Core S&p500 Etf (IVV) 6.4 $7.3M 17k 429.44
Ishares Tr Core S&p Us Gwt (IUSG) 5.9 $6.7M 70k 94.83
Ishares Tr Core Us Aggbd Et (AGG) 5.5 $6.2M 66k 94.04
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.9 $5.5M 55k 100.93
Ishares Tr National Mun Etf (MUB) 3.5 $4.0M 39k 102.54
Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $3.2M 46k 68.42
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.9 $2.1M 45k 47.99
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $2.0M 89k 22.04
Ishares Tr Core Msci Intl (IDEV) 1.4 $1.6M 27k 58.28
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $1.5M 14k 102.86
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $851k 3.4k 249.35
Ishares Tr Russell 2000 Etf (IWM) 0.7 $807k 4.6k 176.74
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $745k 7.3k 102.02
Wisdomtree Tr India Erngs Fd (EPI) 0.5 $576k 16k 36.76
American Centy Etf Tr Focused Lrg Cap (FLV) 0.5 $539k 9.5k 56.95
UnitedHealth (UNH) 0.2 $231k 458.00 504.53