0001172661-19-001161.txt : 20190510 0001172661-19-001161.hdr.sgml : 20190510 20190510171359 ACCESSION NUMBER: 0001172661-19-001161 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190510 DATE AS OF CHANGE: 20190510 EFFECTIVENESS DATE: 20190510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FundX Investment Group, LLC CENTRAL INDEX KEY: 0001427261 IRS NUMBER: 943271777 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12906 FILM NUMBER: 19815957 BUSINESS ADDRESS: STREET 1: 101 MONTGOMERY STREET STREET 2: SUITE 2400 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-986-7979 MAIL ADDRESS: STREET 1: 101 MONTGOMERY STREET STREET 2: SUITE 2400 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 FORMER COMPANY: FORMER CONFORMED NAME: DAL Investment CO DATE OF NAME CHANGE: 20080214 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001427261 XXXXXXXX 03-31-2019 03-31-2019 false FundX Investment Group, LLC
101 Montgomery Street Suite 2400 San Francisco CA 94104
13F HOLDINGS REPORT 028-12906 N
Sean McKeon Chief Compliance Officer 415-986-7979 /s/ Sean McKeon San Francisco CA 05-10-2019 0 49 294655
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 235 1133 SH SOLE 1133 0 0 ABBOTT LABS COM 002824100 1519 19000 SH SOLE 19000 0 0 ABBVIE INC COM 00287Y109 1531 19000 SH SOLE 19000 0 0 AMERICAN EXPRESS CO COM 025816109 984 9000 SH SOLE 9000 0 0 AMERIPRISE FINL INC COM 03076C106 231 1800 SH SOLE 1800 0 0 APPLE INC COM 037833100 504 2653 SH SOLE 2653 0 0 BANK NEW YORK MELLON CORP COM 064058100 682 13532 SH SOLE 13532 0 0 CATERPILLAR INC DEL COM 149123101 1084 8000 SH SOLE 8000 0 0 CHEVRON CORP NEW COM 166764100 1688 13700 SH SOLE 13700 0 0 COCA COLA CO COM 191216100 1059 22600 SH SOLE 22600 0 0 COSTCO WHSL CORP NEW COM 22160K105 444 1832 SH SOLE 1832 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 417 3500 SH SOLE 3500 0 0 EXXON MOBIL CORP COM 30231G102 763 9440 SH SOLE 9440 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 1268 9127 SH SOLE 9127 0 0 GENERAL ELECTRIC CO COM 369604103 486 48666 SH SOLE 48666 0 0 HOME DEPOT INC COM 437076102 639 3330 SH SOLE 3330 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 282 2000 SH SOLE 2000 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 32493 617271 SH SOLE 617271 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 291 1622 SH SOLE 1622 0 0 ISHARES TR CORE US AGGBD ET 464287226 18710 171541 SH SOLE 171541 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 12435 72145 SH SOLE 72145 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 1084 12889 SH SOLE 12889 0 0 ISHARES TR RUS MD CP GR ETF 464287481 3043 22426 SH SOLE 22426 0 0 ISHARES TR EXPANDED TECH 464287515 7461 35388 SH SOLE 35388 0 0 ISHARES TR COHEN STEER REIT 464287564 5687 51145 SH SOLE 51145 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 11747 77610 SH SOLE 77610 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1687 11017 SH SOLE 11017 0 0 ISHARES TR U.S. UTILITS ETF 464287697 1493 10135 SH SOLE 10135 0 0 ISHARES TR SHORT TREAS BD 464288679 6186 55943 SH SOLE 55943 0 0 ISHARES TR MSCI USA ESG SLC 464288802 965 8162 SH SOLE 8162 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 26360 282560 SH SOLE 282560 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 254 2261 SH SOLE 2261 0 0 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 17175 345495 SH SOLE 345495 0 0 JOHNSON & JOHNSON COM 478160104 335 2400 SH SOLE 2400 0 0 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 5517 109679 SH SOLE 109679 0 0 JPMORGAN CHASE & CO COM 46625H100 488 4817 SH SOLE 4817 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 18170 172164 SH SOLE 172164 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5979 58876 SH SOLE 58876 0 0 ROPER TECHNOLOGIES INC COM 776696106 274 800 SH SOLE 800 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 5217 89687 SH SOLE 89687 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 31661 122181 SH SOLE 122181 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 6874 56342 SH SOLE 56342 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 11835 119055 SH SOLE 119055 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 673 30000 SH SOLE 30000 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 295 4694 SH SOLE 4694 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 10460 187550 SH SOLE 187550 0 0 VANGUARD GROUP DIV APP ETF 921908844 28616 260999 SH SOLE 260999 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3773 88781 SH SOLE 88781 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 3601 27782 SH SOLE 27782 0 0