13F-HR filed by FundX Investment Group, LLC
FundX Investment Group, LLC filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-08, with 33 holding rows worth $239,585,000.
- Accession
- 0001172661-21-000272
- Filer
- CIK 1427261
- Filed
- 2021-02-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 33 entries on the cover page, a total value of $239,585,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $239,585,000 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 |
|---|---|---|---|---|---|---|
| Vanguard Growth | 922908736 | COM | 185,029 | $46,875,000 | thousands by filing date | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 176,713 | $36,005,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 79,740 | $25,018,000 | thousands by filing date | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 175,493 | $23,348,000 | thousands by filing date | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 142,532 | $15,527,000 | thousands by filing date | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 33,524 | $9,718,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189F676 | COM | 41,791 | $9,128,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 61,103 | $8,440,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 89,860 | $8,344,000 | thousands by filing date | |
| ISHARES TR | 464288620 | SHS | 124,240 | $7,699,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 58,091 | $7,553,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 16,985 | $6,009,000 | thousands by filing date | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 56,696 | $4,694,000 | thousands by filing date | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 24,618 | $3,971,000 | thousands by filing date | |
| ISHARES TR | 46435G532 | MSCI GBL SUS DEV | 38,157 | $3,562,000 | thousands by filing date | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 8,253 | $2,922,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 29,235 | $2,578,000 | thousands by filing date | |
| AMPLIFY ETF TR | 032108888 | BLACKSWAN GRWT | 74,483 | $2,445,000 | thousands by filing date | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 15,964 | $2,247,000 | thousands by filing date | |
| iShares U.S. Technology ETF | 464287721 | SHS | 21,905 | $1,864,000 | thousands by filing date | |
| SPDR S&P Homebuilders ETF | 78464A888 | SHS | 32,000 | $1,844,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 6,291 | $1,517,000 | thousands by filing date | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 16,324 | $1,344,000 | thousands by filing date | |
| iShares Trust iShares USD Green Bond ETF | 46435U440 | SHS | 23,224 | $1,306,000 | thousands by filing date | |
| iShares Gold Trust | 464285105 | ISHARES | 61,246 | $1,110,000 | thousands by filing date | |
| ISHARES INC MSCI STH KOR ETF | 464286772 | MSCI STH KOR ETF | 11,999 | $1,033,000 | thousands by filing date | |
| FIDELITY COMWLTH TR | 315912808 | COM | 1,310 | $657,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 5,070 | $651,000 | thousands by filing date | |
| iShares Global Healthcare ETF | 464287325 | SHS | 8,146 | $623,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 1,888 | $468,000 | thousands by filing date | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 10,751 | $464,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 4,804 | $415,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 2,395 | $206,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-21-000272 | this filing | 2021-02-08 | acceptance time not in the bulk data set |