$411 Million is the total value of FundX Investment Group, LLC's 45 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CWB | Exit | SPDR SER TRblmbrg brc cnvrt | $0 | – | -5,086 | -100.0% | -0.20% | – |
NUMV | Exit | NUSHARES ETF TRnuveen esg midvl | $0 | – | -29,806 | -100.0% | -0.51% | – |
XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -62,474 | -100.0% | -2.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
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.