Legal Name: FUNDX INVESTMENT GROUP, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 5, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
INVESCO EXCHNG TRADED FD TR (46138E354)
|
691,368 |
$38,039k |
|
VANGUARD GROUP (921908844)
|
245,779 |
$28,304k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
278,232 |
$26,293k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
269,264 |
$22,368k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
175,409 |
$19,532k |
|
PIMCO ETF TR (72201R775)
|
179,060 |
$19,245k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
73,043 |
$13,092k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
77,392 |
$12,177k |
|
VANGUARD CHARLOTTE FDS (92203J407)
|
198,588 |
$11,379k |
|
ISHARES TR EXPANDED TECH (464287515)
|
35,298 |
$7,711k |
|
ISHARES TR COHEN&ST RLTY (464287564)
|
47,057 |
$5,301k |
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
85,453 |
$5,096k |
|
VANGUARD WORLD FDS (92204A876)
|
27,592 |
$3,668k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
22,376 |
$3,191k |
|
PIMCO ETF TR (72201R833)
|
20,876 |
$2,124k |
|
ISHARES U (464287739)
|
22,595 |
$1,973k |
|
ISHARES TR (464287457)
|
21,615 |
$1,833k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
11,022 |
$1,714k |
|
Chevron Corp (166764100)
|
13,700 |
$1,705k |
|
ABBOTT LABS (002824100)
|
19,000 |
$1,598k |
|
ABBVIE INC (00287Y109)
|
19,000 |
$1,382k |
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
8,984 |
$1,292k |
|
COCA-COLA CO (191216100)
|
22,600 |
$1,151k |
|
American Express Co. (025816109)
|
9,000 |
$1,111k |
|
Caterpillar Inc (149123101)
|
8,000 |
$1,090k |
|
iShares MSCI USA ESG Select ET (464288802)
|
8,162 |
$995k |
|
ISHARES TR (46432F396)
|
7,561 |
$897k |
|
Exxon Mobil Corp (30231G102)
|
9,440 |
$723k |
|
HOME DEPOT INC (437076102)
|
3,330 |
$693k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,460 |
$646k |
|
Bank of New York Mellon Corp. (064058100)
|
13,532 |
$597k |
|
SPDR S&P DIVIDEND (78464A763)
|
5,372 |
$542k |
|
Apple Inc (037833100)
|
2,723 |
$539k |
|
JPMORGAN CHASE & CO (46625H100)
|
4,817 |
$539k |
|
GENERAL ELECTRIC CO (369604103)
|
48,666 |
$511k |
|
COSTCO WHSL CORP (22160K105)
|
1,832 |
$484k |
|
Cyberark Software Ltd (M2682V108)
|
3,500 |
$447k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
2,072 |
$437k |
|
JOHNSON & JOHNSON (478160104)
|
2,500 |
$348k |
|
VANECK VECTORS ETF TR (92189H409)
|
4,694 |
$299k |
|
ROPER TECHNOLOGIES (776696106)
|
800 |
$293k |
|
INTL BUSINESS MCHN (459200101)
|
2,000 |
$276k |
|
AMERIPRISE FINL INC (03076C106)
|
1,800 |
$261k |
|