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