13F-HR filed by FundX Investment Group, LLC
FundX Investment Group, LLC filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-04-24, with 31 holding rows worth $271,985,000.
- Accession
- 0001172661-20-001090
- Filer
- CIK 1427261
- Filed
- 2020-04-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 31 entries on the cover page, a total value of $271,985,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $271,985,000 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 Core US Aggregate Bond ETF | 464287226 | SHS | 460,213 | $53,095,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 403,100 | $34,937,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 298,015 | $33,086,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 604,347 | $26,434,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 86,309 | $16,433,000 | thousands by filing date | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 131,902 | $16,023,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 127,146 | $13,499,000 | thousands by filing date | |
| AMPLIFY ETF TR | 032108888 | BLACKSWAN GRWT | 427,413 | $12,292,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 125,772 | $10,735,000 | thousands by filing date | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 179,367 | $6,590,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F676 | COM | 53,626 | $6,282,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 71,713 | $5,764,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 22,425 | $4,752,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 28,582 | $4,479,000 | thousands by filing date | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 31,026 | $4,276,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 27,427 | $4,061,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 66,738 | $3,635,000 | thousands by filing date | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 28,596 | $3,045,000 | thousands by filing date | |
| LISTED FDS TR | 53656F847 | CORE ALT FD | 65,145 | $1,858,000 | thousands by filing date | |
| iShares U.S. Technology ETF | 464287721 | SHS | 8,144 | $1,665,000 | thousands by filing date | |
| iShares Global Healthcare ETF | 464287325 | SHS | 26,205 | $1,597,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 13,200 | $1,511,000 | thousands by filing date | |
| ISHARES TR | 46435G532 | MSCI GBL SUS DEV | 24,000 | $1,380,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 11,410 | $1,129,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 19,631 | $921,000 | thousands by filing date | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 8,162 | $896,000 | thousands by filing date | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 8,976 | $430,000 | thousands by filing date | |
| AGF INVTS TR | 00110G408 | US MARKET NETRL | 15,000 | $385,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,207 | $332,000 | thousands by filing date | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 1,822 | $232,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 1,400 | $231,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-20-001090 | this filing | 2020-04-24 | acceptance time not in the bulk data set |