0001172661-22-000184.txt : 20220126 0001172661-22-000184.hdr.sgml : 20220126 20220126142007 ACCESSION NUMBER: 0001172661-22-000184 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220126 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220126 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: 22557307 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 12-31-2021 12-31-2021 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 01-26-2022 0 45 411035
INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 290 87 SH SOLE 87 0 0 AMPLIFY ETF TR BLACKSWAN GRWT 032108888 2326 67337 SH SOLE 67337 0 0 APPLE INC COM 037833100 1455 8194 SH SOLE 8194 0 0 DBX ETF TR XTRCKR MSCI US 233051150 2335 52604 SH SOLE 52604 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 2055 33738 SH SOLE 33738 0 0 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 718 6992 SH SOLE 6992 0 0 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 22899 442153 SH SOLE 442153 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 8691 90061 SH SOLE 90061 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 207 1269 SH SOLE 1269 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 36507 173165 SH SOLE 173165 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 45505 562977 SH SOLE 562977 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 5197 97668 SH SOLE 97668 0 0 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 400 6578 SH SOLE 6578 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 15101 37956 SH SOLE 37956 0 0 ISHARES TR COHEN STEER REIT 464287564 1561 20520 SH SOLE 20520 0 0 ISHARES TR ESG MSCI LEADR 46435U218 3187 37769 SH SOLE 37769 0 0 ISHARES TR GBL GREEN ETF 46435U440 1073 19776 SH SOLE 19776 0 0 ISHARES TR MORNINGSTAR GRWT 464287119 4918 68480 SH SOLE 68480 0 0 ISHARES TR MSCI GBL SUS DEV 46435G532 350 3857 SH SOLE 3857 0 0 ISHARES TR MSCI KLD400 SOC 464288570 52026 559905 SH SOLE 559905 0 0 ISHARES TR MSCI USA ESG SLC 464288802 4794 45124 SH SOLE 45124 0 0 ISHARES TR MSCI USA MMENTM 46432F396 506 2785 SH SOLE 2785 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 44648 306735 SH SOLE 306735 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 860 2815 SH SOLE 2815 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 577 3474 SH SOLE 3474 0 0 ISHARES TR RUS TP200 GR ETF 464289438 6849 39507 SH SOLE 39507 0 0 ISHARES TR S&P 100 ETF 464287101 36922 168493 SH SOLE 168493 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 384 4595 SH SOLE 4595 0 0 ISHARES TR S&P MC 400VL ETF 464287705 45148 407912 SH SOLE 407912 0 0 ISHARES TR SP SMCP600VL ETF 464287879 8121 77721 SH SOLE 77721 0 0 ISHARES TR U.S. ENERGY ETF 464287796 1337 44431 SH SOLE 44431 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 488 2981 SH SOLE 2981 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3418 19656 SH SOLE 19656 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 14435 132958 SH SOLE 132958 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 626 8636 SH SOLE 8636 0 0 SPDR SER TR S&P REGL BKG 78464A698 6157 86897 SH SOLE 86897 0 0 SPDR SER TR S&P RETAIL ETF 78464A714 3851 42656 SH SOLE 42656 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 12526 40565 SH SOLE 40565 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1529 4765 SH SOLE 4765 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 807 3650 SH SOLE 3650 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 323 1269 SH SOLE 1269 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1556 8700 SH SOLE 8700 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 797 3300 SH SOLE 3300 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 2986 11452 SH SOLE 11452 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 4589 59125 SH SOLE 59125 0 0