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Cosner Financial Group, LLC

Portfolio Manager
Cosner Financial Group, LLC
Performance
-2.30% (2026 Q1)
AUM (13F)
$182.06M
# of Holdings
34
Performance Rank
Allocation (Top 20)
95.57%

Cosner Financial Group, LLC Holdings Map

Top 34 Cosner Financial Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IMCG
ISHARES TR
11.83%273.5K$21.5M
+1.12%(+3.02K)
2025-Q1: 275.8K shares2025-Q2: 273.3K shares2025-Q3: 268.6K shares2025-Q4: 270.4K shares2026-Q1: 273.5K shares
$61.93(+45.51%)
2026-03-31
ITOT
ISHARES TR
10.91%139.4K$19.9M
-5.49%(-8.10K)
2025-Q1: 156.0K shares2025-Q2: 150.6K shares2025-Q3: 146.9K shares2025-Q4: 147.5K shares2026-Q1: 139.4K shares
$95.54(+69.55%)
2026-03-31
USIG
ISHARES TR
10.28%365.2K$18.7M
+1.84%(+6.59K)
2025-Q1: 294.1K shares2025-Q2: 313.5K shares2025-Q3: 347.5K shares2025-Q4: 358.6K shares2026-Q1: 365.2K shares
$50.01(+2.16%)
2026-03-31
IVE
ISHARES TR
10.06%86.8K$18.3M
+0.09%(+82)
2025-Q1: 76.7K shares2025-Q2: 80.1K shares2025-Q3: 84.2K shares2025-Q4: 86.7K shares2026-Q1: 86.8K shares
$167.67(+33.98%)
2026-03-31
IUSV
ISHARES TR
7.85%139.9K$14.3M
+0.25%(+345)
2025-Q1: 144.3K shares2025-Q2: 140.9K shares2025-Q3: 138.7K shares2025-Q4: 139.5K shares2026-Q1: 139.9K shares
$76.65(+41.82%)
2026-03-31
IVV
ISHARES TR
7.67%21.4K$14.0M
+1.34%(+282)
2025-Q1: 20.8K shares2025-Q2: 21.7K shares2025-Q3: 21.2K shares2025-Q4: 21.1K shares2026-Q1: 21.4K shares
$468.44(+59.20%)
2026-03-31
IWY
ISHARES TR
7.11%52.0K$13.0M
+1.58%(+812)
2025-Q1: 55.8K shares2025-Q2: 61.6K shares2025-Q3: 50.7K shares2025-Q4: 51.2K shares2026-Q1: 52.0K shares
$212.29(+37.55%)
2026-03-31
IUSG
ISHARES TR
6.64%77.9K$12.1M
+1.46%(+1.12K)
2025-Q1: 80.2K shares2025-Q2: 78.4K shares2025-Q3: 78.1K shares2025-Q4: 76.8K shares2026-Q1: 77.9K shares
$100.12(+87.27%)
2026-03-31
AGG
ISHARES TR
5.81%106.6K$10.6M
-0.36%(-381)
2025-Q1: 79.0K shares2025-Q2: 88.9K shares2025-Q3: 101.6K shares2025-Q4: 107.0K shares2026-Q1: 106.6K shares
$98.59(+0.08%)
2026-03-31
IVW
ISHARES TR
4.7%75.6K$8.5M
+0.01%(+8)
2025-Q1: 61.7K shares2025-Q2: 66.3K shares2025-Q3: 71.6K shares2025-Q4: 75.6K shares2026-Q1: 75.6K shares
$78.26(+75.38%)
2026-03-31

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