Cosner Financial Group

Cosner Financial Group as of March 31, 2026

Portfolio Holdings for Cosner Financial Group

Cosner Financial Group holds 34 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr MRGSTR MD CP GRW (IMCG) 11.8 $22M 274k 78.77
Ishares Tr Core S&p Ttl Stk (ITOT) 10.9 $20M 139k 142.43
Ishares Tr Usd Inv Grde Etf (USIG) 10.3 $19M 365k 51.23
Ishares Tr S&p 500 Val Etf (IVE) 10.1 $18M 87k 211.15
Ishares Tr Core S&p Us Vlu (IUSV) 7.9 $14M 140k 102.25
Ishares Tr Core S&p500 Etf (IVV) 7.7 $14M 21k 653.22
Ishares Tr Rus Tp200 Gr Etf (IWY) 7.1 $13M 52k 248.84
Ishares Tr Core S&p Us Gwt (IUSG) 6.6 $12M 78k 155.11
Ishares Tr Core Us Aggbd Et (AGG) 5.8 $11M 107k 99.27
Ishares Tr S&p 500 Grwt Etf (IVW) 4.7 $8.5M 76k 113.11
Ishares Tr Core Msci Intl (IDEV) 2.8 $5.1M 61k 83.57
Chevron Corporation (CVX) 2.4 $4.3M 21k 206.90
Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $2.6M 39k 67.53
Ishares Tr Russell 2000 Etf (IWM) 1.4 $2.5M 10k 248.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.7M 16k 108.99
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $1.7M 72k 22.91
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.9 $1.6M 33k 50.49
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.4M 3.3k 420.87
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.1M 12k 95.44
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M 8.7k 124.31
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.1M 9.9k 106.50
Pacer Fds Tr Globl Cash Etf (GCOW) 0.5 $964k 21k 46.24
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $928k 20k 45.62
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $704k 8.9k 79.56
Ishares Msci Emrg Chn (EMXC) 0.4 $693k 8.8k 78.66
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.4 $688k 6.0k 114.53
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $684k 6.1k 112.12
Danaher Corporation (DHR) 0.3 $532k 2.8k 189.60
Newmont Mining Corporation (NEM) 0.2 $375k 2.5k 152.22
Ge Aerospace Com New (GE) 0.2 $334k 1.2k 283.82
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $332k 8.1k 40.80
Wal-Mart Stores (WMT) 0.2 $315k 2.5k 124.28
Ge Vernova (GEV) 0.1 $255k 292.00 872.90
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $209k 1.6k 132.50