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Home > Institutional Investor > Cosner Financial Group, Llc > 13F Holdings

Instuitional Investor - Cosner Financial Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 277,581 $27,294,603 14.02%
2.
Ishares Trust
 IEF 178,510 $20,295,815 10.42%
3.
Ishares Tr - USD INV GRDE ETF
 379,687 $19,474,142 10%
4.
Ishares Trust
 IEF 104,050 $17,092,225 8.78%
5.
Ishares Trust
 IEF 141,107 $15,542,967 7.98%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.