Holdings (Monthly)
Guide ↗
FundX Conservative ETF
· FundX Investment Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Growth ETF | VUG | Dec 2025 | 9,429 | -84 | $4.6M | +0.8% | 9.19% | EC |
| 2 | Invesco Exchange-Traded Fund T | XLG | Dec 2025 | 69,990 | -630 | $4.1M | +2.1% | 8.29% | EC |
| 3 | Vanguard Russell 1000 Growth E | VONG | Dec 2025 | 31,663 | -285 | $3.9M | +0.1% | 7.70% | EC |
| 4 | iShares Core 60/40 Balanced Al | AOR | Dec 2025 | 49,020 | -441 | $3.2M | +0.1% | 6.36% | EC |
| 5 | iShares 5-10 Year Investment G | IGIB | Dec 2025 | 52,918 | -476 | $2.9M | -1.3% | 5.69% | EC |
| 6 | iShares Broad USD Investment G | USIG | Dec 2025 | 50,174 | -451 | $2.6M | -1.7% | 5.19% | EC |
| 7 | iShares International Select D | IDV | Dec 2025 | 60,847 | -547 | $2.4M | +7.0% | 4.79% | EC |
| 8 | NYLI Merger Arbitrage ETF | MNA | Dec 2025 | 66,030 | -594 | $2.4M | -1.2% | 4.72% | EC |
| 9 | VanEck Fallen Angel High Yield | ANGL | Dec 2025 | 80,385 | -723 | $2.4M | -2.1% | 4.71% | EC |
| 10 | PIMCO Broad U.S. TIPS Index Ex | TIPZ | Dec 2025 | 44,980 | -404 | $2.4M | -3.4% | 4.70% | EC |
| 11 | iShares MSCI EAFE Value ETF | EFV | Dec 2025 | 31,972 | -287 | $2.3M | +4.3% | 4.56% | EC |
| 12 | iShares Russell Top 200 Growth | IWY | Dec 2025 | 2,498 | -22 | $692K | +0.3% | 1.38% | EC |