0001172661-19-000803.txt : 20190214
0001172661-19-000803.hdr.sgml : 20190214
20190214154949
ACCESSION NUMBER: 0001172661-19-000803
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190214
DATE AS OF CHANGE: 20190214
EFFECTIVENESS DATE: 20190214
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: 19605631
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
12-31-2018
12-31-2018
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
02-14-2019
0
48
268632
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
216
1133
SH
SOLE
1133
0
0
ABBOTT LABS
COM
002824100
1374
19000
SH
SOLE
19000
0
0
ABBVIE INC
COM
00287Y109
1752
19000
SH
SOLE
19000
0
0
AMERICAN EXPRESS CO
COM
025816109
858
9000
SH
SOLE
9000
0
0
APPLE INC
COM
037833100
475
3010
SH
SOLE
3010
0
0
BANK NEW YORK MELLON CORP
COM
064058100
637
13532
SH
SOLE
13532
0
0
CATERPILLAR INC DEL
COM
149123101
1017
8000
SH
SOLE
8000
0
0
CHEVRON CORP NEW
COM
166764100
1490
13700
SH
SOLE
13700
0
0
COCA COLA CO
COM
191216100
1070
22600
SH
SOLE
22600
0
0
COSTCO WHSL CORP NEW
COM
22160K105
373
1832
SH
SOLE
1832
0
0
CVS HEALTH CORP
COM
126650100
214
3267
SH
SOLE
3267
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
259
3500
SH
SOLE
3500
0
0
EXXON MOBIL CORP
COM
30231G102
679
9959
SH
SOLE
9959
0
0
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
33734X143
2936
42638
SH
SOLE
42638
0
0
GENERAL ELECTRIC CO
COM
369604103
368
48666
SH
SOLE
48666
0
0
HOME DEPOT INC
COM
437076102
572
3330
SH
SOLE
3330
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
227
2000
SH
SOLE
2000
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
2286
82190
SH
SOLE
82190
0
0
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
46137V563
3946
249092
SH
SOLE
249092
0
0
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
16019
343388
SH
SOLE
343388
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
6230
40386
SH
SOLE
40386
0
0
ISHARES TR
SELECT DIVID ETF
464287168
4104
45949
SH
SOLE
45949
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
13225
87774
SH
SOLE
87774
0
0
ISHARES TR
EXPANDED TECH
464287515
6192
35681
SH
SOLE
35681
0
0
ISHARES TR
COHEN STEER REIT
464287564
1323
13829
SH
SOLE
13829
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
13057
99743
SH
SOLE
99743
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1604
11982
SH
SOLE
11982
0
0
ISHARES TR
US HLTHCARE ETF
464287762
3945
21821
SH
SOLE
21821
0
0
ISHARES TR
S&P SML 600 GWT
464287887
1054
6531
SH
SOLE
6531
0
0
ISHARES TR
SHORT TREAS BD
464288679
6882
62391
SH
SOLE
62391
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
964
9342
SH
SOLE
9342
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
24515
290533
SH
SOLE
290533
0
0
ISHARES TR
USA MOMENTUM FCT
46432F396
9026
90050
SH
SOLE
90050
0
0
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
18349
374479
SH
SOLE
374479
0
0
JOHNSON & JOHNSON
COM
478160104
310
2400
SH
SOLE
2400
0
0
JP MORGAN EXCHANGE TRADED FD
ULTRA SHRT INC
46641Q837
9060
180730
SH
SOLE
180730
0
0
JPMORGAN CHASE & CO
COM
46625H100
470
4817
SH
SOLE
4817
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
19074
188943
SH
SOLE
188943
0
0
ROPER TECHNOLOGIES INC
COM
776696106
213
800
SH
SOLE
800
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
3326
38450
SH
SOLE
38450
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
4976
97992
SH
SOLE
97992
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1422
14361
SH
SOLE
14361
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1635
30900
SH
SOLE
30900
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
38259
164060
SH
SOLE
164060
0
0
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
9269
103537
SH
SOLE
103537
0
0
VANECK VECTORS ETF TR
HIGH YLD MUN ETF
92189H409
310
5071
SH
SOLE
5071
0
0
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
8480
156308
SH
SOLE
156308
0
0
VANGUARD GROUP
DIV APP ETF
921908844
24590
251045
SH
SOLE
251045
0
0