Cosner Financial Group

Cosner Financial Group as of March 31, 2024

Portfolio Holdings for Cosner Financial Group

Cosner Financial Group holds 34 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 12.4 $17M 150k 115.30
Ishares Tr MRGSTR MD CP GRW (IMCG) 12.3 $17M 243k 70.68
Ishares Tr Core S&p Us Vlu (IUSV) 9.3 $13M 143k 90.44
Ishares Tr Usd Inv Grde Etf (USIG) 8.4 $12M 231k 50.77
Ishares Tr S&p 500 Val Etf (IVE) 8.1 $11M 61k 186.81
Ishares Tr Rus Tp200 Gr Etf (IWY) 8.0 $11M 57k 195.10
Ishares Tr Core S&p500 Etf (IVV) 7.4 $10M 20k 525.73
Ishares Tr Core S&p Us Gwt (IUSG) 5.8 $8.1M 69k 117.21
Ishares Tr Core Us Aggbd Et (AGG) 5.2 $7.2M 74k 97.94
Ishares Tr S&p 500 Grwt Etf (IVW) 3.2 $4.5M 53k 84.44
Ishares Tr National Mun Etf (MUB) 3.2 $4.5M 42k 107.60
Chevron Corporation (CVX) 2.8 $3.9M 25k 157.74
Ishares Tr Core Msci Intl (IDEV) 1.8 $2.5M 38k 67.13
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.5 $2.1M 43k 49.22
Ishares Tr Us Treas Bd Etf (GOVT) 1.0 $1.4M 63k 22.77
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.3M 22k 60.74
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.3M 6.2k 210.30
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.9 $1.2M 13k 94.66
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $973k 9.3k 104.73
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $967k 21k 45.31
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $943k 9.4k 100.71
Vanguard Index Fds Growth Etf (VUG) 0.6 $862k 2.5k 344.24
Pacer Fds Tr Globl Cash Etf (GCOW) 0.6 $789k 23k 34.70
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $723k 9.3k 77.73
Danaher Corporation (DHR) 0.5 $713k 2.9k 249.72
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.5 $640k 6.5k 99.13
Pacer Fds Tr Pacer Us Small (CALF) 0.5 $634k 13k 49.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $574k 5.3k 108.92
Ishares Msci Emrg Chn (EMXC) 0.4 $555k 9.6k 57.57
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $372k 8.5k 43.56
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $259k 2.5k 102.76
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $259k 2.2k 118.29
UnitedHealth (UNH) 0.2 $228k 462.00 494.33
General Electric Com New (GE) 0.1 $207k 1.2k 175.54