0001172661-19-001613.txt : 20190805 0001172661-19-001613.hdr.sgml : 20190805 20190805154519 ACCESSION NUMBER: 0001172661-19-001613 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190805 DATE AS OF CHANGE: 20190805 EFFECTIVENESS DATE: 20190805 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: 19998531 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 06-30-2019 06-30-2019 false FundX Investment Group, LLC

101 Montgomery Street Suite 2400 San Francisco CA 94104

13F HOLDINGS REPORT 028-12906 N Sean McKeon 415-986-7979 /s/ Sean McKeon San Francisco CA 08-05-2019 0 43 241896 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1598 19000 SH SOLE 19000 0 0 ABBVIE INC COM 00287Y109 1382 19000 SH SOLE 19000 0 0 AMERICAN EXPRESS CO COM 025816109 1111 9000 SH SOLE 9000 0 0 AMERIPRISE FINL INC COM 03076C106 261 1800 SH SOLE 1800 0 0 APPLE INC COM 037833100 539 2723 SH SOLE 2723 0 0 BANK NEW YORK MELLON CORP COM 064058100 597 13532 SH SOLE 13532 0 0 CATERPILLAR INC DEL COM 149123101 1090 8000 SH SOLE 8000 0 0 CHEVRON CORP NEW COM 166764100 1705 13700 SH SOLE 13700 0 0 COCA COLA CO COM 191216100 1151 22600 SH SOLE 22600 0 0 COSTCO WHSL CORP NEW COM 22160K105 484 1832 SH SOLE 1832 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 447 3500 SH SOLE 3500 0 0 EXXON MOBIL CORP COM 30231G102 723 9440 SH SOLE 9440 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 1292 8984 SH SOLE 8984 0 0 GENERAL ELECTRIC CO COM 369604103 511 48666 SH SOLE 48666 0 0 HOME DEPOT INC COM 437076102 693 3330 SH SOLE 3330 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 276 2000 SH SOLE 2000 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 38039 691368 SH SOLE 691368 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 646 3460 SH SOLE 3460 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 1833 21615 SH SOLE 21615 0 0 ISHARES TR COHEN STEER REIT 464287564 5301 47057 SH SOLE 47057 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 26293 278232 SH SOLE 278232 0 0 ISHARES TR CORE US AGGBD ET 464287226 19532 175409 SH SOLE 175409 0 0 ISHARES TR EXPANDED TECH 464287515 7711 35298 SH SOLE 35298 0 0 ISHARES TR MSCI USA ESG SLC 464288802 995 8162 SH SOLE 8162 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 12177 77392 SH SOLE 77392 0 0 ISHARES TR RUS MD CP GR ETF 464287481 3191 22376 SH SOLE 22376 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1714 11022 SH SOLE 11022 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 13092 73043 SH SOLE 73043 0 0 ISHARES TR U.S. REAL ES ETF 464287739 1973 22595 SH SOLE 22595 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 897 7561 SH SOLE 7561 0 0 JOHNSON & JOHNSON COM 478160104 348 2500 SH SOLE 2500 0 0 JPMORGAN CHASE & CO COM 46625H100 539 4817 SH SOLE 4817 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 19245 179060 SH SOLE 179060 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2124 20876 SH SOLE 20876 0 0 ROPER TECHNOLOGIES INC COM 776696106 293 800 SH SOLE 800 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 5096 85453 SH SOLE 85453 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 542 5372 SH SOLE 5372 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 299 4694 SH SOLE 4694 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 22368 269264 SH SOLE 269264 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 11379 198588 SH SOLE 198588 0 0 VANGUARD GROUP DIV APP ETF 921908844 28304 245779 SH SOLE 245779 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 437 2072 SH SOLE 2072 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 3668 27592 SH SOLE 27592 0 0