$295 Million is the total value of FundX Investment Group, LLC's 49 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | New | ISHARES TRcore us aggbd et | $18,710,000 | – | 171,541 | +100.0% | 6.35% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $18,170,000 | – | 172,164 | +100.0% | 6.17% | – |
| GLD | New | SPDR GOLD TRUST | $6,874,000 | – | 56,342 | +100.0% | 2.33% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,773,000 | – | 88,781 | +100.0% | 1.28% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $3,601,000 | – | 27,782 | +100.0% | 1.22% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $3,043,000 | – | 22,426 | +100.0% | 1.03% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $1,493,000 | – | 10,135 | +100.0% | 0.51% | – |
| FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $1,268,000 | – | 9,127 | +100.0% | 0.43% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $1,084,000 | – | 12,889 | +100.0% | 0.37% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $673,000 | – | 30,000 | +100.0% | 0.23% | – |
| AMP | New | AMERIPRISE FINL INC | $231,000 | – | 1,800 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q4 2021 | 1.2% |
| GENERAL ELECTRIC CO | 24 | Q4 2019 | 0.6% |
| HOME DEPOT INC | 23 | Q4 2019 | 0.4% |
| COSTCO WHSL CORP NEW | 22 | Q4 2019 | 0.2% |
| ISHARES TR | 21 | Q4 2021 | 34.4% |
| ISHARES TR | 20 | Q4 2021 | 21.6% |
| APPLE INC | 20 | Q4 2021 | 0.6% |
| VANGUARD WORLD FD | 19 | Q4 2021 | 15.0% |
| ISHARES TR | 18 | Q4 2021 | 21.8% |
| EXXON MOBIL CORP | 17 | Q4 2019 | 0.6% |
View FundX Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-11-03 |
| 13F-HR | 2021-07-27 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-10-29 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-04-24 |
| 13F-HR | 2020-02-03 |
| 13F-HR | 2019-11-08 |
View FundX Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.