Cosner Financial Group

Cosner Financial Group as of June 30, 2025

Portfolio Holdings for Cosner Financial Group

Cosner Financial Group holds 35 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr MRGSTR MD CP GRW (IMCG) 12.2 $22M 273k 80.34
Ishares Tr Core S&p Ttl Stk (ITOT) 11.3 $20M 151k 135.04
Ishares Tr Usd Inv Grde Etf (USIG) 9.0 $16M 314k 51.45
Ishares Tr S&p 500 Val Etf (IVE) 8.7 $16M 80k 195.42
Ishares Tr Rus Tp200 Gr Etf (IWY) 8.5 $15M 62k 246.51
Ishares Tr Core S&p500 Etf (IVV) 7.5 $14M 22k 620.88
Ishares Tr Core S&p Us Vlu (IUSV) 7.4 $13M 141k 94.63
Ishares Tr Core S&p Us Gwt (IUSG) 6.6 $12M 78k 150.40
Ishares Tr Core Us Aggbd Et (AGG) 4.9 $8.8M 89k 99.20
Ishares Tr S&p 500 Grwt Etf (IVW) 4.1 $7.3M 66k 110.10
Ishares Tr 10+ Yr Invst Grd (IGLB) 3.5 $6.3M 125k 50.21
Ishares Tr Core Msci Intl (IDEV) 2.2 $3.9M 51k 76.04
Chevron Corporation (CVX) 2.0 $3.6M 25k 143.19
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $1.9M 31k 62.02
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.9M 8.9k 215.79
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.0 $1.8M 17k 109.67
American Healthcare Reit Com Shs (AHR) 1.0 $1.8M 48k 36.74
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.0 $1.8M 35k 50.59
Ishares Tr Us Treas Bd Etf (GOVT) 1.0 $1.7M 75k 22.98
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.5M 3.3k 438.81
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $1.2M 12k 95.77
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.1M 10k 106.34
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $993k 9.1k 109.28
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $955k 21k 45.75
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $901k 8.9k 100.69
Pacer Fds Tr Globl Cash Etf (GCOW) 0.5 $832k 22k 37.97
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $733k 9.1k 80.91
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.4 $643k 6.2k 103.70
Ishares Msci Emrg Chn (EMXC) 0.3 $604k 9.6k 63.14
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $384k 8.1k 47.47
Ge Aerospace Com New (GE) 0.2 $300k 1.2k 257.44
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $261k 2.1k 123.58
Visa Com Cl A (V) 0.1 $227k 640.00 355.05
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $219k 2.2k 99.49
Newmont Mining Corporation (NEM) 0.1 $202k 3.5k 58.26