$242 Million is the total value of FundX Investment Group, LLC's 43 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMM | Exit | 3M CO | $0 | – | -1,133 | -100.0% | -0.08% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -30,000 | -100.0% | -0.23% | – |
| IDU | Exit | ISHARES TRu.s. utilits etf | $0 | – | -10,135 | -100.0% | -0.51% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -88,781 | -100.0% | -1.28% | – |
| JPST | Exit | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $0 | – | -109,679 | -100.0% | -1.87% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -55,943 | -100.0% | -2.10% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -56,342 | -100.0% | -2.33% | – |
| VNLA | Exit | JANUS DETROIT STR TRhendrsn shrt etf | $0 | – | -345,495 | -100.0% | -5.83% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -122,181 | -100.0% | -10.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-05
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.