0001172661-16-004107.txt : 20161107 0001172661-16-004107.hdr.sgml : 20161107 20161107165248 ACCESSION NUMBER: 0001172661-16-004107 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161107 DATE AS OF CHANGE: 20161107 EFFECTIVENESS DATE: 20161107 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: 161978752 BUSINESS ADDRESS: STREET 1: 235 MONTGOMERY STREET STREET 2: SUITE 1049 CITY: SAN FRANCISCO STATE: CA ZIP: 94104-3008 BUSINESS PHONE: 415-986-7979 MAIL ADDRESS: STREET 1: 235 MONTGOMERY STREET STREET 2: SUITE 1049 CITY: SAN FRANCISCO STATE: CA ZIP: 94104-3008 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 09-30-2016 09-30-2016 false FundX Investment Group, LLC

235 Montgomery Street Suite 1049 San Francisco CA 94104-3008

13F HOLDINGS REPORT 028-12906 N Sean McKeon 415-986-7979 /s/ Sean McKeon San Francisco CA 11-07-2016 0 46 391103 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 804 19000 SH SOLE 19000 0 0 ABBVIE INC COM 00287Y109 1198 19000 SH SOLE 19000 0 0 AETNA INC NEW COM 00817Y108 450 3900 SH SOLE 3900 0 0 AMERICAN EXPRESS CO COM 025816109 576 9000 SH SOLE 9000 0 0 APPLE INC COM 037833100 270 2386 SH SOLE 2386 0 0 BANK NEW YORK MELLON CORP COM 064058100 540 13532 SH SOLE 13532 0 0 CATERPILLAR INC DEL COM 149123101 710 8000 SH SOLE 8000 0 0 CHEVRON CORP NEW COM 166764100 1438 13968 SH SOLE 13968 0 0 COCA COLA CO COM 191216100 956 22600 SH SOLE 22600 0 0 COSTCO WHSL CORP NEW COM 22160K105 295 1932 SH SOLE 1932 0 0 DISNEY WALT CO COM DISNEY 254687106 677 7294 SH SOLE 7294 0 0 EXXON MOBIL CORP COM 30231G102 1223 14016 SH SOLE 14016 0 0 GENERAL ELECTRIC CO COM 369604103 1441 48666 SH SOLE 48666 0 0 HOME DEPOT INC COM 437076102 429 3330 SH SOLE 3330 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 324 2040 SH SOLE 2040 0 0 ISHARES TR SELECT DIVID ETF 464287168 46055 537464 SH SOLE 537464 0 0 ISHARES TR IBOXX INV CP ETF 464287242 7469 60637 SH SOLE 60637 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 15197 197959 SH SOLE 197959 0 0 ISHARES TR CORE S&P MCP ETF 464287507 21856 141270 SH SOLE 141270 0 0 ISHARES TR COHEN&STEER REIT 464287564 6455 61538 SH SOLE 61538 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 12440 118761 SH SOLE 118761 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 206 1655 SH SOLE 1655 0 0 ISHARES TR S&P MC 400VL ETF 464287705 25931 194969 SH SOLE 194969 0 0 ISHARES TR CORE S&P SCP ETF 464287804 872 7025 SH SOLE 7025 0 0 ISHARES TR SP SMCP600VL ETF 464287879 19056 152678 SH SOLE 152678 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 13026 215227 SH SOLE 215227 0 0 ISHARES TR MSCI KLD400 SOC 464288570 1296 16097 SH SOLE 16097 0 0 ISHARES TR USA ESG SLCT ETF 464288802 1863 20487 SH SOLE 20487 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 19029 234112 SH SOLE 234112 0 0 JOHNSON & JOHNSON COM 478160104 302 2556 SH SOLE 2556 0 0 JPMORGAN CHASE & CO COM 46625H100 321 4817 SH SOLE 4817 0 0 POWERSHARES ETF TR II PFD PORTFOLIO 73936T565 10515 694989 SH SOLE 694989 0 0 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 36825 887556 SH SOLE 887556 0 0 POWERSHARES ETF TRUST HI YLD EQ DVDN 73935X302 16681 1050457 SH SOLE 1050457 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 955 8044 SH SOLE 8044 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1233 5700 SH SOLE 5700 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 42326 501732 SH SOLE 501732 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 13397 506883 SH SOLE 506883 0 0 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 13261 190889 SH SOLE 190889 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 12759 227673 SH SOLE 227673 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4017 36300 SH SOLE 36300 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1991 20000 SH SOLE 20000 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13522 359344 SH SOLE 359344 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 443 6141 SH SOLE 6141 0 0 WISDOMTREE TR DIV EX-FINL FD 97717W406 3788 48214 SH SOLE 48214 0 0 WISDOMTREE TR SMALLCAP DIVID 97717W604 16685 221844 SH SOLE 221844 0 0