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
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false
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0001427261
XXXXXXXX
09-30-2016
09-30-2016
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FundX Investment Group, LLC
235 Montgomery Street
Suite 1049
San Francisco
CA
94104-3008
13F HOLDINGS REPORT
028-12906
N
Sean McKeon
Chief Compliance Officer
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
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7469
60637
SH
SOLE
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0
ISHARES TR
RUS MDCP VAL ETF
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15197
197959
SH
SOLE
197959
0
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ISHARES TR
CORE S&P MCP ETF
464287507
21856
141270
SH
SOLE
141270
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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
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S&P MC 400VL ETF
464287705
25931
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SH
SOLE
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0
0
ISHARES TR
CORE S&P SCP ETF
464287804
872
7025
SH
SOLE
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SP SMCP600VL ETF
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MSCI AC ASIA ETF
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13026
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0
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MSCI KLD400 SOC
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USA ESG SLCT ETF
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CORE HIGH DV ETF
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234112
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0
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JOHNSON & JOHNSON
COM
478160104
302
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SOLE
2556
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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
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SOLE
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POWERSHARES ETF TRUST
HI YLD EQ DVDN
73935X302
16681
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SH
SOLE
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0
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POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
955
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8044
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SPDR S&P 500 ETF TR
TR UNIT
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SPDR SERIES TRUST
S&P DIVID ETF
78464A763
42326
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VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
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VANECK VECTORS ETF TR
SEMICONDUCTOR ET
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VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
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SOLE
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SM CP VAL ETF
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VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1991
20000
SH
SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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SOLE
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0
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VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
443
6141
SH
SOLE
6141
0
0
WISDOMTREE TR
DIV EX-FINL FD
97717W406
3788
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SH
SOLE
48214
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WISDOMTREE TR
SMALLCAP DIVID
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SOLE
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