0001172661-21-001552.txt : 20210727
0001172661-21-001552.hdr.sgml : 20210727
20210727122454
ACCESSION NUMBER: 0001172661-21-001552
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210727
DATE AS OF CHANGE: 20210727
EFFECTIVENESS DATE: 20210727
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: 211116935
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
06-30-2021
06-30-2021
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
07-27-2021
0
37
963536
INFORMATION TABLE
2
infotable.xml
AMPLIFY ETF TR
BLACKSWAN GRWT
032108888
1271
67806
SH
SOLE
67806
0
0
APPLE INC
COM
037833100
738
8194
SH
SOLE
8194
0
0
FIDELITY COMWLTH TR
NASDAQ COMPSIT
315912808
738185
13100
SH
SOLE
13100
0
0
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
48811
500336
SH
SOLE
500336
0
0
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
10594
56286
SH
SOLE
56286
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
46137V258
5080
632516
SH
SOLE
632516
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
388
10811
SH
SOLE
10811
0
0
ISHARES INC
MSCI TAIWAN ETF
46434G772
1556
39995
SH
SOLE
39995
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
1122
3507
SH
SOLE
3507
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
1193
22074
SH
SOLE
22074
0
0
ISHARES TR
ESG AWARE MSCI
46435U663
2324
29561
SH
SOLE
29561
0
0
ISHARES TR
GBL GREEN ETF
46435U440
220
23224
SH
SOLE
23224
0
0
ISHARES TR
MORNINGSTAR GRWT
464287119
3832
69787
SH
SOLE
69787
0
0
ISHARES TR
MSCI GLOBAL IMP
46435G532
2236
15657
SH
SOLE
15657
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
2558
16324
SH
SOLE
16324
0
0
ISHARES TR
MSCI USA MMENTM
46432F396
6424
2785
SH
SOLE
2785
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
416
2814
SH
SOLE
2814
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
764
28171
SH
SOLE
28171
0
0
ISHARES TR
RUS TP200 GR ETF
464289438
3195
34358
SH
SOLE
34358
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1295
13928
SH
SOLE
13928
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
2316
440527
SH
SOLE
440527
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
46405
100480
SH
SOLE
100480
0
0
ISHARES TR
US HOME CONS ETF
464288752
1081
32302
SH
SOLE
32302
0
0
NUSHARES ETF TR
NUVEEN ESG MIDVL
67092P508
1227
29806
SH
SOLE
29806
0
0
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
757
27168
SH
SOLE
27168
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
2494
2851
SH
SOLE
2851
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2923
2628
SH
SOLE
2628
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
5174
448
SH
SOLE
448
0
0
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
4670
8730
SH
SOLE
8730
0
0
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
942
139032
SH
SOLE
139032
0
0
SPDR SER TR
S&P HOMEBUILD
78464A888
6226
65173
SH
SOLE
65173
0
0
SPDR SER TR
S&P REGL BKG
78464A698
483
95009
SH
SOLE
95009
0
0
SPDR SER TR
S&P RETAIL ETF
78464A714
24036
66072
SH
SOLE
66072
0
0
VANECK VECTORS ETF TR
SEMICONDUCTOR ET
92189F676
4773
41865
SH
SOLE
41865
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
10979
4516
SH
SOLE
4516
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
15288
10012
SH
SOLE
10012
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
1560
38514
SH
SOLE
38514
0
0