0001172661-19-002136.txt : 20191108 0001172661-19-002136.hdr.sgml : 20191108 20191108133854 ACCESSION NUMBER: 0001172661-19-002136 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191108 DATE AS OF CHANGE: 20191108 EFFECTIVENESS DATE: 20191108 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: 191203447 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 09-30-2019 09-30-2019 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 11-08-2019 0 44 281623 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1590 19000 SH SOLE 19000 0 0 ABBVIE INC COM 00287Y109 1439 19000 SH SOLE 19000 0 0 AMERICAN EXPRESS CO COM 025816109 1065 9000 SH SOLE 9000 0 0 AMERIPRISE FINL INC COM 03076C106 265 1800 SH SOLE 1800 0 0 APPLE INC COM 037833100 610 2723 SH SOLE 2723 0 0 BANK NEW YORK MELLON CORP COM 064058100 612 13532 SH SOLE 13532 0 0 CATERPILLAR INC DEL COM 149123101 1010 8000 SH SOLE 8000 0 0 CHEVRON CORP NEW COM 166764100 1625 13700 SH SOLE 13700 0 0 COCA COLA CO COM 191216100 1230 22600 SH SOLE 22600 0 0 COSTCO WHSL CORP NEW COM 22160K105 528 1832 SH SOLE 1832 0 0 CVS HEALTH CORP COM 126650100 206 3267 SH SOLE 3267 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 349 3500 SH SOLE 3500 0 0 EXXON MOBIL CORP COM 30231G102 667 9440 SH SOLE 9440 0 0 GENERAL ELECTRIC CO COM 369604103 435 48666 SH SOLE 48666 0 0 HOME DEPOT INC COM 437076102 773 3330 SH SOLE 3330 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 291 2000 SH SOLE 2000 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 39985 690591 SH SOLE 690591 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 4668 110794 SH SOLE 110794 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 16985 151017 SH SOLE 151017 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 273 2903 SH SOLE 2903 0 0 ISHARES TR CORE US AGGBD ET 464287226 19778 174768 SH SOLE 174768 0 0 ISHARES TR IBOXX INV CP ETF 464287242 34104 267524 SH SOLE 267524 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 24376 380285 SH SOLE 380285 0 0 ISHARES TR MSCI USA ESG SLC 464288802 1009 8162 SH SOLE 8162 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 12293 77008 SH SOLE 77008 0 0 ISHARES TR RUS MD CP GR ETF 464287481 3163 22376 SH SOLE 22376 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1668 11022 SH SOLE 11022 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 367 2039 SH SOLE 2039 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 270 2261 SH SOLE 2261 0 0 JOHNSON & JOHNSON COM 478160104 323 2500 SH SOLE 2500 0 0 JPMORGAN CHASE & CO COM 46625H100 567 4817 SH SOLE 4817 0 0 MICROSOFT CORP COM 594918104 207 1490 SH SOLE 1490 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 19542 179452 SH SOLE 179452 0 0 ROPER TECHNOLOGIES INC COM 776696106 285 800 SH SOLE 800 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2569 39679 SH SOLE 39679 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4723 58646 SH SOLE 58646 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 4183 30120 SH SOLE 30120 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 551 5372 SH SOLE 5372 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 6137 229777 SH SOLE 229777 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 302 4694 SH SOLE 4694 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 25012 296248 SH SOLE 296248 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 11720 199213 SH SOLE 199213 0 0 VANGUARD GROUP DIV APP ETF 921908844 31566 263971 SH SOLE 263971 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 2302 10680 SH SOLE 10680 0 0