Cosner Financial Group, LLC
- SEC CIK
- 0001674627
- 最新申報
- 2026/8/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位。
- 持股檔數
- 22
- 2023 年第 1 季沒有申報
- 總值
- $1.21 億
- 2023 年第 1 季沒有申報
Cosner Financial Group, LLC 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 159,407 | $1,724 萬 | 14.2% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 132,851 | $1,300 萬 | 10.7% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 131,993 | $1,033 萬 | 8.5% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 102,416 | $973.9 萬 | 8.0% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 60,466 | $958.7 萬 | 7.9% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 56,399 | $909.1 萬 | 7.5% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 121,464 | $740.2 萬 | 6.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 15,534 | $692.4 萬 | 5.7% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 69,579 | $679.4 萬 | 5.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 60,822 | $595.8 萬 | 4.9% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 38,734 | $415.0 萬 | 3.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 38,075 | $406.4 萬 | 3.3% | – | – | – |
| CVXChevron Corp | Stock | 24,939 | $392.4 萬 | 3.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 46,893 | $330.5 萬 | 2.7% | – | – | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 44,577 | $214.9 萬 | 1.8% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 89,414 | $204.8 萬 | 1.7% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 25,908 | $158.3 萬 | 1.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 14,152 | $147.2 萬 | 1.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,603 | $94.2 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,508 | $84.4 萬 | 0.7% | – | – | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 9,484 | $56.6 萬 | 0.5% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 457 | $21.9 萬 | 0.2% | – | – | 歷史 |