Top 34 Cosner Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IMCG | ISHARES TR | 11.83% | 273.5K | $21.5M | +1.12%(+3.02K) | $61.93(+45.51%) | 2026-03-31 | |
| ITOT | ISHARES TR | 10.91% | 139.4K | $19.9M | -5.49%(-8.10K) | $95.54(+69.55%) | 2026-03-31 | |
| USIG | ISHARES TR | 10.28% | 365.2K | $18.7M | +1.84%(+6.59K) | $50.01(+2.16%) | 2026-03-31 | |
| IVE | ISHARES TR | 10.06% | 86.8K | $18.3M | +0.09%(+82) | $167.67(+33.98%) | 2026-03-31 | |
| IUSV | ISHARES TR | 7.85% | 139.9K | $14.3M | +0.25%(+345) | $76.65(+41.82%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.67% | 21.4K | $14.0M | +1.34%(+282) | $468.44(+59.20%) | 2026-03-31 | |
| IWY | ISHARES TR | 7.11% | 52.0K | $13.0M | +1.58%(+812) | $212.29(+37.55%) | 2026-03-31 | |
| IUSG | ISHARES TR | 6.64% | 77.9K | $12.1M | +1.46%(+1.12K) | $100.12(+87.27%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.81% | 106.6K | $10.6M | -0.36%(-381) | $98.59(+0.08%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.7% | 75.6K | $8.5M | +0.01%(+8) | $78.26(+75.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.69% | +35.61% |
| Top 20 Holdings Unweighted | +9.89% | +32.71% |
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