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Institutional Investment Manager
FundX Investment Group, LLC
FundX Investment Group, LLC (CIK: 0001427261) incorporated in California, located at 101 Montgomery Street, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 20 holdings with a total value of $303,899,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 444,387 51,460,000 16.93%
2 VANGUARD WORLD FD 541,281 44,948,000 14.79%
3 POWERSHARES QQQ TRUST 365,946 40,935,000 13.47%
4 POWERSHARES N/C 6/4/18 46138E354 923,026 35,601,000 11.71%
5 VANGUARD INDEX FDS 286,901 30,523,000 10.04%
6 ISHARES TR 232,433 23,122,000 7.61%
7 ISHARES TR 160,398 16,651,000 5.48%
8 SELECT SECTOR SPDR TR 203,616 15,915,000 5.24%
9 ISHARES TR 527,406 14,293,000 4.70%
10 ISHARES TR 63,744 7,924,000 2.61%
11 ISHARES TR S&P 100 ETF 77,945 7,106,000 2.34%
12 POWERSHARES HIGH YIELD EQUITY DIVIDEND ACHIEVERS PORTFOLIO 486,481 6,495,000 2.14%
13 SELECT SECTOR SPDR TR 58,324 2,498,000 0.82%
14 VANGUARD WORLD FDS 18,904 2,317,000 0.76%
15 SPDR S&P 500 ETF TR 10,399 2,120,000 0.70%
16 GENERAL ELECTRIC CO 19,066 594,000 0.20%
17 HOME DEPOT INC 3,330 440,000 0.14%
18 VANGUARD INDEX FDS 2,258 422,000 0.14%
19 COSTCO WHSL CORP NEW 1,832 296,000 0.10%
20 POWERSHARES ETF TRUST 10,326 239,000 0.08%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-002535, filed 2016.02.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.