FundX Investment Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2021
Location
San Francisco, CA
CIK
0001427261
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2021 45 411,035 DSI, RPV, IJJ, QUAL 13F-HR 1/26/2022 000117266122000184
Q3 2021 33 211,642 RPV, IJJ, RDVY, JNK 13F-HR 11/3/2021 000117266121002104
Q2 2021 37 963,536 ONEQ, RDVY, IJS, XRT 13F-HR 7/27/2021 000117266121001552
Q1 2021 39 177,187 CWB, MGK, JNK, IWY 13F-HR 5/4/2021 000117266121001050
Q4 2020 33 239,585 VUG, MGK, QQQ, IWY 13F-HR 2/8/2021 000117266121000272
Q3 2020 35 260,083 MGK, VUG, IWY, QQQ 13F-HR 10/29/2020 000117266120002044
Q2 2020 36 236,721 QQQ, IEF, USIG, AGG 13F-HR 8/11/2020 000117266120001634
Q1 2020 31 271,985 AGG, SHY, SHV, MOAT 13F-HR 4/24/2020 000117266120001090
Q4 2019 60 370,977 LQD, MOAT, SPLV, PWV 13F-HR 2/3/2020 000117266120000300
Q3 2019 44 281,623 SPLV, LQD, VIG, BND 13F-HR 11/8/2019 000117266119002136
Q2 2019 43 241,896 SPLV, VIG, HDV, BND 13F-HR 8/5/2019 000117266119001613
Q1 2019 49 294,655 SPLV, DIA, VIG, HDV 13F-HR 5/10/2019 000117266119001161
Q4 2018 48 268,632 DIA, VIG, HDV, MINT 13F-HR 2/14/2019 000117266119000803
Q3 2018 38 181,299 MTUM, IWF, BNDX, MGK 13F-HR 10/23/2018 000117266118001875
Q2 2018 38 201,965 MTUM, DIA, IWF, BNDX 13F-HR 8/10/2018 000117266118001492
Q1 2018 36 190,561 MTUM, DIA, IWF, SMH 13F-HR 4/24/2018 000117266118000956
Q4 2017 39 198,359 MTUM, DIA, IWF, SMH 13F-HR 2/13/2018 000117266118000506
Q3 2017 33 237,880 VGK, MTUM, IEV, MGK 13F-HR 11/6/2017 000117266117001872
Q2 2017 38 245,424 VGK, MTUM, IEV, MGK 13F-HR 8/7/2017 000117266117001492
Q1 2017 45 237,825 IJJ, IWN, IJS, QQQ 13F-HR 5/12/2017 000117266117001024
Q4 2016 41 285,553 DVY, SDY, IJJ, IJS 13F-HR 2/8/2017 000117266117000279
Q3 2016 46 391,103 DVY, SDY, SPLV, IJJ 13F-HR 11/7/2016 000117266116004107
Q2 2016 31 400,217 SPLV, DVY, SDY, MTUM 13F-HR 7/22/2016 000117266116003602
Q1 2016 25 401,659 IVW, SPLV, DVY, QQQ 13F-HR 5/9/2016 000117266116003193
Q4 2015 20 303,899 IVW, MGK, QQQ, SPLV 13F-HR 2/10/2016 000117266116002535
Q3 2015 16 203,317 IVW, QQQ, MGK, VUG 13F-HR 11/16/2015 000117266115002059
Q2 2015 19 241,321 IVW, QQQ, MGK, VUG 13F-HR 8/11/2015 000117266115001459
Q1 2015 24 324,100 IVW, SPLV, MGK, QQQ 13F-HR 4/30/2015 000117266115000962
Q4 2014 21 333,316 IVW, MGK, OEF, QQQ 13F-HR 1/29/2015 000117266115000198
Q3 2014 19 264,821 RYDEX ETF TRUST, SPY puts, MGK, QQQ 13F-HR 11/4/2014 000117266114001667
Q2 2014 19 260,212 SPY puts, PKW, RYDEX ETF TRUST, VGK 13F-HR 8/1/2014 000117266114001285
Q1 2014 17 238,033 SPY puts, PKW, RYDEX ETF TRUST, IBB 13F-HR 4/28/2014 000117266114000901
Q4 2013 22 225,402 SPY puts, PKW, RYDEX ETF TRUST, IBB 13F-HR 1/28/2014 000117266114000181