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Home > Institutional Investor > Cosner Financial Group, Llc > Profile

Instuitional Investor - Cosner Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Cosner Financial Group, Llc
Portfolio Value $163,532,014
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 275,817 $19,701,590 12.05%
2.
Ishares Trust
 IEF 156,042 $19,038,737 11.64%
3.
Ishares Tr - USD INV GRDE ETF
 294,117 $15,023,510 9.19%
4.
Ishares Trust
 IEF 76,663 $14,610,503 8.93%
5.
Ishares Trust
 IEF 144,302 $13,317,589 8.14%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)