Cosner Financial Group, LLC
34 holdingsFiling period: 2026-03-31Current AUM: $201.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IMCG | ISHARES TR | 273.5K | $21.5M | $26.0M | 12.92% | +3.0K | 2026-03-31 |
| 2 | ITOT | ISHARES TR | 139.4K | $19.9M | $22.8M | 11.33% | -8,104 | 2026-03-31 |
| 3 | USIG | ISHARES TR | 365.2K | $18.7M | $18.4M | 9.13% | +6.6K | 2026-03-31 |
| 4 | IVE | ISHARES TR | 86.8K | $18.3M | $20.1M | 9.98% | +82 | 2026-03-31 |
| 5 | IUSV | ISHARES TR | 139.9K | $14.3M | $15.7M | 7.80% | +345 | 2026-03-31 |
| 6 | IVV | ISHARES TR | 21.4K | $14.0M | $16.0M | 7.96% | +282 | 2026-03-31 |
| 7 | IWY | ISHARES TR | 52.0K | $13.0M | $14.4M | 7.14% | +812 | 2026-03-31 |
| 8 | IUSG | ISHARES TR | 77.9K | $12.1M | $14.4M | 7.15% | +1.1K | 2026-03-31 |
| 9 | AGG | ISHARES TR | 106.6K | $10.6M | $10.4M | 5.16% | -381 | 2026-03-31 |
| 10 | IVW | ISHARES TR | 75.6K | $8.5M | $10.2M | 5.08% | +8 | 2026-03-31 |
| 11 | IDEV | ISHARES TR | 61.1K | $5.1M | $5.5M | 2.75% | -1,783 | 2026-03-31 |
| 12 | CVX | CHEVRON CORPORATION | 21.0K | $4.3M | $4.1M | 2.05% | -3,966 | 2026-03-31 |
| 13 | IJH | ISHARES TR | 38.5K | $2.6M | $2.9M | 1.44% | -1,538 | 2026-03-31 |
| 14 | IWM | ISHARES TR | 10.0K | $2.5M | $2.9M | 1.45% | -640 | 2026-03-31 |
| 15 | LQD | ISHARES TR | 15.9K | $1.7M | $1.7M | 0.84% | -- | 2026-03-31 |
| 16 | GOVT | ISHARES TR | 72.3K | $1.7M | $1.6M | 0.81% | -- | 2026-03-31 |
| 17 | SLQD | ISHARES TR | 32.6K | $1.6M | $1.6M | 0.81% | -- | 2026-03-31 |
| 18 | VUG | VANGUARD INDEX FDS | 3.3K | $1.4M | $1.6M | 0.80% | -51 | 2026-03-31 |
| 19 | IEF | ISHARES TR | 11.8K | $1.1M | $1.1M | 0.54% | -427 | 2026-03-31 |
| 20 | IJR | ISHARES TR | 8.7K | $1.1M | $1.3M | 0.63% | -323 | 2026-03-31 |
| 21 | SUB | ISHARES TR | 9.9K | $1.1M | $1.0M | 0.52% | -- | 2026-03-31 |
| 22 | GCOW | PACER FDS TR | 20.9K | $964K | $968K | 0.48% | -1,062 | 2026-03-31 |
| 23 | FBND | FIDELITY MERRIMACK STR TR | 20.3K | $927K | $909K | 0.45% | -945 | 2026-03-31 |
| 24 | HYG | ISHARES TR | 8.9K | $704K | $703K | 0.35% | -379 | 2026-03-31 |
| 25 | EMXC | ISHARES INC | 8.8K | $693K | $812K | 0.40% | -735 | 2026-03-31 |
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