DAL Investment Company

FundX Investment Group as of Dec. 31, 2020

Portfolio Holdings for FundX Investment Group

FundX Investment Group holds 33 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 19.6 $47M 185k 253.34
Vanguard World Mega Grwth Ind (MGK) 15.0 $36M 177k 203.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.4 $25M 80k 313.74
Ishares Tr Rus Tp200 Gr Etf (IWY) 9.7 $23M 176k 133.04
Spdr Ser Tr Bloomberg Brclys (JNK) 6.5 $16M 143k 108.94
Ishares Tr MRNGSTR LG-CP GR (ILCG) 4.1 $9.7M 34k 289.88
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 3.8 $9.1M 42k 218.42
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.5 $8.4M 61k 138.13
Vanguard Bd Index Fds Intermed Term (BIV) 3.5 $8.3M 90k 92.86
Ishares Tr Usd Inv Grde Etf (USIG) 3.2 $7.7M 124k 61.97
Select Sector Spdr Tr Technology (XLK) 3.2 $7.6M 58k 130.02
Vanguard World Fds Inf Tech Etf (VGT) 2.5 $6.0M 17k 353.78
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.0 $4.7M 57k 82.79
Ishares Tr Msci Usa Mmentm (MTUM) 1.7 $4.0M 25k 161.30
Ishares Tr Msci Global Imp (SDG) 1.5 $3.6M 38k 93.35
Ishares Tr Expanded Tech (IGV) 1.2 $2.9M 8.3k 354.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $2.6M 29k 88.18
Amplify Etf Tr Blackswan Grwt (SWAN) 1.0 $2.4M 75k 32.83
Spdr Ser Tr S&p Biotech (XBI) 0.9 $2.2M 16k 140.75
Ishares Tr U.s. Tech Etf (IYW) 0.8 $1.9M 22k 85.09
Spdr Ser Tr S&p Homebuild (XHB) 0.8 $1.8M 32k 57.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.5M 6.3k 241.14
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $1.3M 16k 82.33
Ishares Tr Gbl Green Etf (BGRN) 0.5 $1.3M 23k 56.23
Ishares Gold Trust Ishares 0.5 $1.1M 61k 18.12
Ishares Msci Sth Kor Etf (EWY) 0.4 $1.0M 12k 86.09
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) 0.3 $657k 1.3k 501.53
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $651k 5.1k 128.40
Ishares Tr Glob Hlthcre Etf (IXJ) 0.3 $623k 8.1k 76.48
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $468k 1.9k 247.88
Ishares Tr Modert Alloc Etf (AOM) 0.2 $464k 11k 43.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $415k 4.8k 86.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $206k 2.4k 86.01