0001172661-18-001875.txt : 20181023
0001172661-18-001875.hdr.sgml : 20181023
20181022180938
ACCESSION NUMBER: 0001172661-18-001875
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181023
DATE AS OF CHANGE: 20181022
EFFECTIVENESS DATE: 20181023
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: 181132987
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
09-30-2018
09-30-2018
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
10-22-2018
0
38
181299
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
239
1133
SH
SOLE
1133
0
0
ABBOTT LABS
COM
002824100
1394
19000
SH
SOLE
19000
0
0
ABBVIE INC
COM
00287Y109
1797
19000
SH
SOLE
19000
0
0
AETNA INC NEW
COM
00817Y108
791
3900
SH
SOLE
3900
0
0
AMERICAN EXPRESS CO
COM
025816109
958
9000
SH
SOLE
9000
0
0
AMERIPRISE FINL INC
COM
03076C106
266
1800
SH
SOLE
1800
0
0
APPLE INC
COM
037833100
520
2303
SH
SOLE
2303
0
0
BANK NEW YORK MELLON CORP
COM
064058100
690
13532
SH
SOLE
13532
0
0
CATERPILLAR INC DEL
COM
149123101
1220
8000
SH
SOLE
8000
0
0
CHEVRON CORP NEW
COM
166764100
1675
13700
SH
SOLE
13700
0
0
COCA COLA CO
COM
191216100
1044
22600
SH
SOLE
22600
0
0
COSTCO WHSL CORP NEW
COM
22160K105
430
1832
SH
SOLE
1832
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
279
3500
SH
SOLE
3500
0
0
EXXON MOBIL CORP
COM
30231G102
847
9959
SH
SOLE
9959
0
0
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
7400
52283
SH
SOLE
52283
0
0
GENERAL ELECTRIC CO
COM
369604103
549
48666
SH
SOLE
48666
0
0
HOME DEPOT INC
COM
437076102
690
3330
SH
SOLE
3330
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
302
2000
SH
SOLE
2000
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
1695
14093
SH
SOLE
14093
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
5717
30772
SH
SOLE
30772
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
295
3550
SH
SOLE
3550
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
1115
9342
SH
SOLE
9342
0
0
ISHARES TR
NA TEC SFTWR ETF
464287515
7631
37230
SH
SOLE
37230
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
39123
250824
SH
SOLE
250824
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
1330
6185
SH
SOLE
6185
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
5048
28492
SH
SOLE
28492
0
0
ISHARES TR
S&P SML 600 GWT
464287887
6627
32851
SH
SOLE
32851
0
0
ISHARES TR
USA MOMENTUM FCT
46432F396
62425
524583
SH
SOLE
524583
0
0
JOHNSON & JOHNSON
COM
478160104
332
2400
SH
SOLE
2400
0
0
JPMORGAN CHASE & CO
COM
46625H100
544
4817
SH
SOLE
4817
0
0
NVIDIA CORP
COM
67066G104
233
828
SH
SOLE
828
0
0
ROPER TECHNOLOGIES INC
COM
776696106
237
800
SH
SOLE
800
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
4614
39361
SH
SOLE
39361
0
0
SPDR SERIES TRUST
S&P BIOTECH
78464A870
2219
23150
SH
SOLE
23150
0
0
SPDR SERIES TRUST
S&P RETAIL ETF
78464A714
299
5852
SH
SOLE
5852
0
0
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
10091
185026
SH
SOLE
185026
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1610
10000
SH
SOLE
10000
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
9023
70400
SH
SOLE
70400
0
0