0001172661-17-001024.txt : 20170512 0001172661-17-001024.hdr.sgml : 20170512 20170511191907 ACCESSION NUMBER: 0001172661-17-001024 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170512 DATE AS OF CHANGE: 20170511 EFFECTIVENESS DATE: 20170512 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: 17835934 BUSINESS ADDRESS: STREET 1: 235 MONTGOMERY STREET STREET 2: SUITE 1049 CITY: SAN FRANCISCO STATE: CA ZIP: 94104-3008 BUSINESS PHONE: 415-986-7979 MAIL ADDRESS: STREET 1: 235 MONTGOMERY STREET STREET 2: SUITE 1049 CITY: SAN FRANCISCO STATE: CA ZIP: 94104-3008 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 03-31-2017 03-31-2017 false FundX Investment Group, LLC

235 Montgomery Street Suite 1049 San Francisco CA 94104-3008

13F HOLDINGS REPORT 028-12906 N Sean McKeon 415-986-7979 /s/ Sean McKeon San Francisco CA 05-11-2017 0 45 237825 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 217 1133 SH SOLE 1133 0 0 ABBOTT LABS COM 002824100 844 19000 SH SOLE 19000 0 0 ABBVIE INC COM 00287Y109 1238 19000 SH SOLE 19000 0 0 AETNA INC NEW COM 00817Y108 497 3900 SH SOLE 3900 0 0 AMAZON COM INC COM 023135106 282 318 SH SOLE 318 0 0 AMERICAN EXPRESS CO COM 025816109 712 9000 SH SOLE 9000 0 0 AMERIPRISE FINL INC COM 03076C106 233 1800 SH SOLE 1800 0 0 APPLE INC COM 037833100 343 2386 SH SOLE 2386 0 0 BANK NEW YORK MELLON CORP COM 064058100 639 13532 SH SOLE 13532 0 0 CATERPILLAR INC DEL COM 149123101 742 8000 SH SOLE 8000 0 0 CHEVRON CORP NEW COM 166764100 1500 13968 SH SOLE 13968 0 0 COCA COLA CO COM 191216100 959 22600 SH SOLE 22600 0 0 COSTCO WHSL CORP NEW COM 22160K105 324 1932 SH SOLE 1932 0 0 DISNEY WALT CO COM DISNEY 254687106 648 5719 SH SOLE 5719 0 0 EXXON MOBIL CORP COM 30231G102 1149 14016 SH SOLE 14016 0 0 GENERAL ELECTRIC CO COM 369604103 1450 48666 SH SOLE 48666 0 0 HOME DEPOT INC COM 437076102 489 3330 SH SOLE 3330 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 355 2040 SH SOLE 2040 0 0 ISHARES MSCI BRZ CAP ETF 464286400 8552 228306 SH SOLE 228306 0 0 ISHARES TR SELECT DIVID ETF 464287168 1350 14814 SH SOLE 14814 0 0 ISHARES TR TRANS AVG ETF 464287192 7917 48275 SH SOLE 48275 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1970 50000 SH SOLE 50000 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 12570 151459 SH SOLE 151459 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2065 12063 SH SOLE 12063 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 18931 160218 SH SOLE 160218 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1512 11000 SH SOLE 11000 0 0 ISHARES TR S&P MC 400VL ETF 464287705 45835 308760 SH SOLE 308760 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3970 57407 SH SOLE 57407 0 0 ISHARES TR SP SMCP600VL ETF 464287879 18832 135821 SH SOLE 135821 0 0 ISHARES TR MSCI KLD400 SOC 464288570 977 11263 SH SOLE 11263 0 0 ISHARES TR USA ESG SLCT ETF 464288802 1272 12942 SH SOLE 12942 0 0 JOHNSON & JOHNSON COM 478160104 318 2556 SH SOLE 2556 0 0 JPMORGAN CHASE & CO COM 46625H100 423 4817 SH SOLE 4817 0 0 POWERSHARES ETF TRUST HI YLD EQ DVDN 73935X302 12561 735832 SH SOLE 735832 0 0 POWERSHARES ETF TRUST DYNM LRG CP VL 73935X708 9111 257887 SH SOLE 257887 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 15753 118999 SH SOLE 118999 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 9392 395806 SH SOLE 395806 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 7036 34099 SH SOLE 34099 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 454 10000 SH SOLE 10000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1344 5700 SH SOLE 5700 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 3905 12500 SH SOLE 12500 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 13338 244237 SH SOLE 244237 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 8772 99521 SH SOLE 99521 0 0 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 14750 185042 SH SOLE 185042 0 0 WISDOMTREE TR SMALLCAP DIVID 97717W604 2294 28453 SH SOLE 28453 0 0