0001172661-20-000300.txt : 20200203 0001172661-20-000300.hdr.sgml : 20200203 20200203164848 ACCESSION NUMBER: 0001172661-20-000300 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200203 DATE AS OF CHANGE: 20200203 EFFECTIVENESS DATE: 20200203 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: 20569273 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 12-31-2019 12-31-2019 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 02-03-2020 0 60 370977 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 226 1283 SH SOLE 1283 0 0 ABBOTT LABS COM 002824100 1659 19100 SH SOLE 19100 0 0 ABBVIE INC COM 00287Y109 1688 19060 SH SOLE 19060 0 0 AMERICAN EXPRESS CO COM 025816109 1120 9000 SH SOLE 9000 0 0 AMERIPRISE FINL INC COM 03076C106 300 1800 SH SOLE 1800 0 0 APPLE INC COM 037833100 1308 4454 SH SOLE 4454 0 0 BANK AMER CORP COM 060505104 223 6331 SH SOLE 6331 0 0 BANK NEW YORK MELLON CORP COM 064058100 681 13532 SH SOLE 13532 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 473 2088 SH SOLE 2088 0 0 CATERPILLAR INC DEL COM 149123101 1181 8000 SH SOLE 8000 0 0 CHEVRON CORP NEW COM 166764100 1684 13978 SH SOLE 13978 0 0 COCA COLA CO COM 191216100 1251 22600 SH SOLE 22600 0 0 COSTCO WHSL CORP NEW COM 22160K105 538 1832 SH SOLE 1832 0 0 CVS HEALTH CORP COM 126650100 243 3267 SH SOLE 3267 0 0 EXXON MOBIL CORP COM 30231G102 978 14016 SH SOLE 14016 0 0 GENERAL ELECTRIC CO COM 369604103 543 48666 SH SOLE 48666 0 0 HOME DEPOT INC COM 437076102 727 3330 SH SOLE 3330 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 283 2115 SH SOLE 2115 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 2083 30200 SH SOLE 30200 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 30886 746942 SH SOLE 746942 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 5544 291918 SH SOLE 291918 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 2218 60654 SH SOLE 60654 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 41508 711485 SH SOLE 711485 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 13518 63579 SH SOLE 63579 0 0 ISHARES INC MSCI EURZONE ETF 464286608 612 14600 SH SOLE 14600 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 459 27500 SH SOLE 27500 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 4731 42924 SH SOLE 42924 0 0 ISHARES TR CORE US AGGBD ET 464287226 19391 172560 SH SOLE 172560 0 0 ISHARES TR EAFE GRWTH ETF 464288885 1998 23106 SH SOLE 23106 0 0 ISHARES TR IBOXX INV CP ETF 464287242 55249 431766 SH SOLE 431766 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 6872 92189 SH SOLE 92189 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 13598 207284 SH SOLE 207284 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1094 8162 SH SOLE 8162 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2045 12343 SH SOLE 12343 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 271 1400 SH SOLE 1400 0 0 ISHARES TR U.S. REAL ES ETF 464287739 1790 19235 SH SOLE 19235 0 0 ISHARES TR U.S. TECH ETF 464287721 1552 6673 SH SOLE 6673 0 0 ISHARES TR US HOME CONS ETF 464288752 5806 130709 SH SOLE 130709 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 284 2261 SH SOLE 2261 0 0 JOHNSON & JOHNSON COM 478160104 417 2856 SH SOLE 2856 0 0 JPMORGAN CHASE & CO COM 46625H100 671 4817 SH SOLE 4817 0 0 MICROSOFT CORP COM 594918104 390 2474 SH SOLE 2474 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 18536 171933 SH SOLE 171933 0 0 ROPER TECHNOLOGIES INC COM 776696106 283 800 SH SOLE 800 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 201 2160 SH SOLE 2160 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 344 5326 SH SOLE 5326 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 6089 66426 SH SOLE 66426 0 0 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 2923 71662 SH SOLE 71662 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1891 5875 SH SOLE 5875 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 10156 92717 SH SOLE 92717 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 594 5519 SH SOLE 5519 0 0 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 1841 40458 SH SOLE 40458 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 329 5130 SH SOLE 5130 0 0 VANECK VECTORS ETF TRUST GOLD MINERS ETF 92189F106 5765 196885 SH SOLE 196885 0 0 VANECK VECTORS ETF TRUST MORNINGSTAR WIDE 92189F643 48472 884851 SH SOLE 884851 0 0 VANECK VECTORS ETF TRUST SEMICONDUCTOR ET 92189F676 5995 42396 SH SOLE 42396 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 15306 182519 SH SOLE 182519 0 0 VANGUARD GROUP DIV APP ETF 921908844 18225 146199 SH SOLE 146199 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 753 5168 SH SOLE 5168 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 5181 21160 SH SOLE 21160 0 0