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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 $157,845,957
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 154,102 $19,820,554 12.55%
2.
Ishares Tr
 253,572 $19,152,328 12.13%
3.
Ishares Trust
 IEF 142,137 $13,160,491 8.33%
4.
Ishares Tr
 55,292 $13,030,179 8.25%
5.
Ishares Trust
 IEF 68,102 $12,999,252 8.23%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)