0001172661-21-001050.txt : 20210504
0001172661-21-001050.hdr.sgml : 20210504
20210504063432
ACCESSION NUMBER: 0001172661-21-001050
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210504
DATE AS OF CHANGE: 20210504
EFFECTIVENESS DATE: 20210504
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: 21885905
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
03-31-2021
03-31-2021
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
05-04-2021
0
39
177187
INFORMATION TABLE
2
infotable.xml
AMPLIFY ETF TR
BLACKSWAN GRWT
032108888
2551
79822
SH
SOLE
79822
0
0
APPLE INC
COM
037833100
1011
8278
SH
SOLE
8277
0
0
AT&T INC
COM
00206R102
298
9835
SH
SOLE
9834
0
0
FIDELITY COMWLTH TR
NASDAQ COMPSIT
315912808
673
1310
SH
SOLE
1310
0
0
FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN
33733E500
6393
93198
SH
SOLE
93197
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
3528
11055
SH
SOLE
11054
0
0
ISHARES INC
MSCI STH KOR ETF
464286772
1432
15968
SH
SOLE
15967
0
0
ISHARES INC
MSCI TAIWAN ETF
46434G772
2450
40866
SH
SOLE
40866
0
0
ISHARES TR
MORNINGSTAR GRWT
464287119
9423
32665
SH
SOLE
32664
0
0
ISHARES TR
GLOB HLTHCRE ETF
464287325
501
6496
SH
SOLE
6496
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
414
4804
SH
SOLE
4804
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
246
945
SH
SOLE
945
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1077
4433
SH
SOLE
4433
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
9492
31563
SH
SOLE
31563
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
3090
13986
SH
SOLE
13986
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
672
6596
SH
SOLE
6596
0
0
ISHARES TR
U.S. TECH ETF
464287721
335
3820
SH
SOLE
3820
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
2531
23320
SH
SOLE
23320
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
4005
39759
SH
SOLE
39759
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
1434
16324
SH
SOLE
16324
0
0
ISHARES TR
RUS TP200 GR ETF
464289438
12633
93899
SH
SOLE
93899
0
0
ISHARES TR
MODERT ALLOC ETF
464289875
231
5298
SH
SOLE
5298
0
0
ISHARES TR
MSCI USA MMENTM
46432F396
448
2785
SH
SOLE
2785
0
0
ISHARES TR
MSCI GLOBAL IMP
46435G532
3692
38925
SH
SOLE
38925
0
0
ISHARES TR
GBL GREEN ETF
46435U440
1343
24561
SH
SOLE
24561
0
0
ISHARES TR
ESG AWR US AGRGT
46435U549
210
3845
SH
SOLE
3845
0
0
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
781
18156
SH
SOLE
18156
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
568
4378
SH
SOLE
4378
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
349
2628
SH
SOLE
2628
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
240
505
SH
SOLE
505
0
0
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
43722
524556
SH
SOLE
524556
0
0
SPDR SER TR
S&P REGL BKG
78464A698
5749
86662
SH
SOLE
86662
0
0
SPDR SER TR
S&P BIOTECH
78464A870
2387
17598
SH
SOLE
17598
0
0
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
15308
140696
SH
SOLE
140696
0
0
VANECK VECTORS ETF TR
SEMICONDUCTOR ET
92189F676
10381
42624
SH
SOLE
42623
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
1946
11000
SH
SOLE
11000
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
3234
12583
SH
SOLE
12582
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
22006
106272
SH
SOLE
106271
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
403
5920
SH
SOLE
5920
0
0