Fundx Investment Group LLC

Fundx Investment Group LLC is a limited liability company based in California. It has a staff of 18 employees, 8 of whom work in advisory roles. While the number of clients it serves is unknown, the company has an approved SEC status with a registration date of Oct 1, 1997.

• BERNARD WALTER BURKE

  MEMBER owns less than 5%

• CHRISTOPHER TAPPEN BAYLEY

  MEMBER owns more than 5% but less than 10%

• JANET MARIE BROWN

  MEMBER/CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%

• JEFFREY CHARLES SMITH

  MEMBER/CHIEF OPERATING OFFICER owns more than 5% but less than 10%

• JENNIFER DIANE ENSLOW

  MEMBER owns more than 10% but less than 25%

• MARTIN RICHARD DEVAULT

  MEMBER owns more than 10% but less than 25%

• SEAN MCKEON

  MEMBER/CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%

• THOMAS FRANCIS COYNE

  MEMBER owns more than 5% but less than 10%

• Principly Inc
• California Private Investment Corp
• Avalon Global Asset Management LLC
• SVB Wealth Advisory Inc
• Berkeley Partners Management LLC
• DCI LLC
• FPR Partners LLC
• Stewart & Patten Co LLC
• Solstein Capital LLC
• Bretton Capital Management LLC

• FundX Investment Group 13F Holdings Comparison: A Look at Top Performers and Decliners in Q3 vs. Q4 2021

• INVESCO EXCHNG TRADED FD TR $38,039k
• VANGUARD GROUP $28,304k
• ISHARES TR CORE HIGH DV ETF $26,293k
• VANGUARD BD INDEX FD INC TOTAL BND MRKT $22,368k
• ISHARES TR CORE US AGGBD ET $19,532k
• PIMCO ETF TR $19,245k
• ISHARES TR S&P 500 GRWT ETF $13,092k
• ISHARES TR RUS 1000 GRW ETF $12,177k
• VANGUARD CHARLOTTE FDS $11,379k
• ISHARES TR EXPANDED TECH $7,711k