DAL Investment Company

Latest statistics and disclosures from FundX Investment's latest quarterly 13F-HR filing:

Companies in the FundX Investment portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Invesco S&p 500 Low Volatility Etf 11.03 617271 +79% 52.64
SPDR Dow Jones Industrial Average ETF (DIA) 10.75 122181 -25% 259.13
Vanguard Dividend Appreciation ETF (VIG) 9.71 260999 +3% 109.64
Ishares High Dividend Equity F 8.95 282560 -2% 93.29
iShares Lehman Aggregate Bond (AGG) 6.35 171541 NEW 109.07
Pimco Total Return Etf totl 6.17 172164 NEW 105.54
Janus Short Duration 5.83 345495 -7% 49.71
iShares S&P; 500 Growth Index (IVW) 4.22 72145 -17% 172.36
SPDR S&P; Dividend (SDY) 4.02 119055 +14% 99.41
iShares Russell 1000 Growth Index (IWF) 3.99 77610 -22% 151.36
Vanguard Charlotte Fds intl bd idx etf 3.55 187550 +19% 55.77
iShares S&P; NA Tec.-SW. Idx. Fund (IGV) 2.53 35388 210.83
SPDR Gold Trust (GLD) 2.33 56342 NEW 122.00
iShares Lehman Short Treasury Bond (SHV) 2.10 55943 -10% 110.58
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 2.03 58876 -68% 101.55
iShares Cohen & Steers Realty Maj. (ICF) 1.93 51145 +269% 111.19
J P Morgan Exchange Traded F ultra shrt 1.87 109679 -39% 50.30
Utilities SPDR (XLU) 1.77 89687 +190% 58.17
Vanguard Emerging Markets ETF (VWO) 1.28 88781 NEW 42.50
Vanguard Utilities ETF (VPU) 1.22 27782 NEW 129.62
iShares Russell Midcap Growth Idx. (IWP) 1.03 22426 NEW 135.69
Chevron Corporation (CVX) 0.57 13700 123.21
iShares Russell 2000 Index (IWM) 0.57 11017 -8% 153.13
Abbott Laboratories (ABT) 0.52 19000 79.95
Abbvie 0.52 19000 80.58
iShares Dow Jones US Utilities (IDU) 0.51 10135 NEW 147.31
First Trust DJ Internet Index Fund (FDN) 0.43 9127 NEW 138.93
Caterpillar (CAT) 0.37 8000 135.50
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.37 12889 NEW 84.10
Coca-Cola Company (KO) 0.36 22600 46.86
American Express Company (AXP) 0.33 9000 109.33
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.33 8162 -12% 118.23
Exxon Mobil Corporation (XOM) 0.26 9440 -5% 80.83
Bank of New York Mellon Corporation (BK) 0.23 13532 50.40
Vaneck Vectors Gold Miners mutual 0.23 30000 NEW 22.43
Home Depot (HD) 0.22 3330 191.89
JPMorgan Chase & Co. (JPM) 0.17 4817 101.31
Apple (AAPL) 0.17 2653 -11% 189.97
General Electric Company (GE) 0.16 48666 9.99
Costco Wholesale Corporation (COST) 0.15 1832 242.36
Cyberark Software Ltd shs 0.14 3500 119.14
Johnson & Johnson (JNJ) 0.11 2400 139.58
International Business Machines (IBM) 0.10 2000 141.00
Invesco Qqq Trust Series 1 0.10 1622 -95% 179.41
Market Vectors Etf High Yield Muni Index etf 0.10 4694 -7% 62.85
Roper Industries (ROP) 0.09 800 342.50
Ishares Tr Msci Usa Momentum Factor 0.09 2261 -97% 112.34
Ameriprise Financial (AMP) 0.08 1800 NEW 128.33
3M Company (MMM) 0.08 1133 207.41

Past 13F-HR SEC Filings by FundX Investment

View All Filings