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