13F-HR filed by FundX Investment Group, LLC
FundX Investment Group, LLC filed this 13F-HR for the quarter ended 2017-12-31, filed 2018-02-13, with 39 holding rows worth $198,359,000.
- Accession
- 0001172661-18-000506
- Filer
- CIK 1427261
- Filed
- 2018-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2017
A holdings report, 39 entries on the cover page, a total value of $198,359,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $198,359,000 with VALUE read as thousands by filing date, 13F file number 028-12906. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 583,575 | $60,184,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 226,245 | $55,968,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 153,677 | $20,697,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F676 | COM | 112,406 | $10,994,000 | thousands by filing date | |
| ISHARES TR | 464288182 | MSCI AC ASIA ETF | 79,044 | $6,029,000 | thousands by filing date | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 30,158 | $4,661,000 | thousands by filing date | |
| ISHARES INC | 46434G830 | MSCI ITALY ETF | 150,858 | $4,592,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X202 | EURO STOXX 50 | 73,418 | $2,989,000 | thousands by filing date | |
| ISHARES INC MSCI EURZONE ETF | 464286608 | MSCI EURZONE ETF | 63,690 | $2,763,000 | thousands by filing date | |
| PowerShares QQQ Trust Unit Ser | 73935A104 | COM | 16,754 | $2,610,000 | thousands by filing date | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 52,336 | $2,288,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 19,000 | $1,837,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 13,978 | $1,750,000 | thousands by filing date | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 9,737 | $1,657,000 | thousands by filing date | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 18,483 | $1,569,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 5,700 | $1,521,000 | thousands by filing date | |
| SPDR S&P Homebuilders ETF | 78464A888 | SHS | 30,000 | $1,328,000 | thousands by filing date | |
| ISHARES TR | 464287770 | U.S. FIN SVC ETF | 10,100 | $1,318,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 8,000 | $1,261,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 14,016 | $1,172,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 19,000 | $1,084,000 | thousands by filing date | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 9,722 | $1,080,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 22,600 | $1,037,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 9,000 | $894,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 5,700 | $875,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 48,666 | $849,000 | thousands by filing date | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 13,532 | $729,000 | thousands by filing date | |
| AETNA INC NEW | 00817Y108 | COM | 3,900 | $704,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 3,330 | $631,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,817 | $515,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 2,619 | $443,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,942 | $361,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 2,556 | $357,000 | thousands by filing date | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 3,235 | $318,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 2,040 | $313,000 | thousands by filing date | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 1,800 | $305,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 1,133 | $267,000 | thousands by filing date | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 800 | $207,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 3,134 | $202,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-18-000506 | this filing | 2018-02-13 | acceptance time not in the bulk data set |