Holdings (Monthly)
Guide ↗
FundX Future Fund Opportunities ETF
· FundX Investment Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| ✕ | Mount Vernon Liquid Assets Portfolio, LLC | 990VR1110 | — | 23,840,879 | SOLD | $23.8M | — | — | — |
| ✕ | iShares Russell 2000 Growth ET | 464287648 | — | 18,311 | SOLD | $5.9M | — | — | — |
| ✕ | WisdomTree International Quali | 97717X131 | — | 101,507 | SOLD | $4.0M | — | — | — |
| ✕ | iShares Russell Mid-Cap Value | 464287473 | — | 27,975 | SOLD | $3.9M | — | — | — |
| ✕ | iShares Core S&P Small-Cap ETF | 464287804 | — | 31,894 | SOLD | $3.8M | — | — | — |
| ✕ | iShares S&P Mid-Cap 400 Value | 464287705 | — | 19,662 | SOLD | $2.6M | — | — | — |
| ✕ | iShares MSCI EAFE Small-Cap ET | 464288273 | — | 27,273 | SOLD | $2.1M | — | — | — |
| ✕ | iShares Russell 2000 ETF | 464287655 | — | 6,651 | SOLD | $1.6M | — | — | — |
| ✕ | iShares S&P Mid-Cap 400 Growth | 464287606 | — | 15,914 | SOLD | $1.5M | — | — | — |
| ✕ | iShares Russell 2000 Value ETF | 464287630 | — | 7,954 | SOLD | $1.4M | — | — | — |
| ✕ | Lumentum Holdings Inc | 55024U109 | — | 7,176 | SOLD | $1.2M | — | — | — |
| ✕ | Sprouts Farmers Market Inc | 85208M102 | — | 10,516 | SOLD | $1.1M | — | — | — |
| ✕ | Ciena Corp | 171779309 | — | 7,287 | SOLD | $1.1M | — | — | — |
| ✕ | iShares S&P Small-Cap 600 Valu | 464287879 | — | 8,787 | SOLD | $1.0M | — | — | — |
| ✕ | Clearwater Analytics Holdings | 185123106 | — | 53,649 | SOLD | $1.0M | — | — | — |
| ✕ | Schwab International Small-Cap | 808524888 | — | 20,633 | SOLD | $0.9M | — | — | — |
| ✕ | Invesco QQQ Trust Series 1 | 46090E103 | — | 1,441 | SOLD | $0.9M | — | — | — |
| ✕ | WisdomTree U.S. Quality Divide | 97717X669 | — | 8,891 | SOLD | $0.8M | — | — | — |
| ✕ | iShares Core S&P Mid-Cap ETF | 464287507 | — | 8,799 | SOLD | $0.6M | — | — | — |
| ✕ | SPDR S&P MidCap 400 ETF Trust | 78467Y107 | — | 961 | SOLD | $0.6M | — | — | — |
| ✕ | iShares Russell 1000 Growth ET | 464287614 | — | 1,102 | SOLD | $0.5M | — | — | — |
| ✕ | iShares MSCI EAFE Growth ETF | 464288885 | — | 4,128 | SOLD | $0.5M | — | — | — |
| ✕ | Vanguard Growth ETF | 922908736 | — | 900 | SOLD | $0.4M | — | — | — |
| ✕ | SPDR S&P 500 ETF Trust | 78462F103 | — | 572 | SOLD | $0.4M | — | — | — |
| ✕ | iShares Micro-Cap ETF | 464288869 | — | 2,377 | SOLD | $0.4M | — | — | — |
| ✕ | SPDR S&P 600 Small Cap Growth | 78464A201 | — | 3,432 | SOLD | $0.3M | — | — | — |
| ✕ | iShares Russell Mid-Cap ETF | 464287499 | — | 3,286 | SOLD | $0.3M | — | — | — |
| ✕ | SPDR Portfolio S&P 500 Growth | 78464A409 | — | 2,810 | SOLD | $0.3M | — | — | — |
| ✕ | Schwab U.S. Large-Cap Growth E | 808524300 | — | 8,813 | SOLD | $0.3M | — | — | — |
| ✕ | Vanguard Total Stock Market ET | 922908769 | — | 725 | SOLD | $0.2M | — | — | — |
| ✕ | iShares Core S&P 500 ETF | 464287200 | — | 344 | SOLD | $0.2M | — | — | — |
| ✕ | iShares MSCI EAFE ETF | 464287465 | — | 2,151 | SOLD | $0.2M | — | — | — |
| ✕ | Schwab US Small-Cap ETF | 808524607 | — | 6,290 | SOLD | $0.2M | — | — | — |
| ✕ | Schwab U.S. Mid-Cap ETF | 808524508 | — | 5,905 | SOLD | $0.2M | — | — | — |
| ✕ | iShares U.S. Home Construction | 464288752 | — | 1,479 | SOLD | $0.2M | — | — | — |
| ✕ | SPDR S&P 400 Mid CapGrowth ETF | 78464A821 | — | 1,161 | SOLD | $0.1M | — | — | — |
| ✕ | First Trust Dow Jones Select M | 33718M105 | — | 1,400 | SOLD | $0.1M | — | — | — |
| ✕ | SPDR S&P 600 Small CapValue ET | 78464A300 | — | 946 | SOLD | $0.1M | — | — | — |
| ✕ | SPDR S&P 400 Mid Cap Value ETF | 78464A839 | — | 800 | SOLD | $0.1M | — | — | — |
| ✕ | SPDR S&P International Small C | 78463X871 | — | 1,545 | SOLD | $0.1M | — | — | — |
| ✕ | Technology Select Sector SPDR | 81369Y803 | — | 220 | SOLD | $0.1M | — | — | — |
| ✕ | Invesco RAFI US 1500 Small-Mid | 46137V597 | — | 1,350 | SOLD | $0.1M | — | — | — |
| ✕ | Vanguard Small-Cap ETF | 922908751 | — | 241 | SOLD | $0.1M | — | — | — |
| ✕ | WisdomTree US SmallCap Fund | 97717W562 | — | 1,078 | SOLD | $0.1M | — | — | — |
| ✕ | WisdomTree International Small | 97717W760 | — | 700 | SOLD | $0.1M | — | — | — |
| ✕ | Vanguard Mid-Cap ETF | 922908629 | — | 189 | SOLD | $0.1M | — | — | — |
| ✕ | SPDR Portfolio Developed World | 78463X889 | — | 1,200 | SOLD | $0.1M | — | — | — |
| ✕ | SPDR S&P Aerospace & Defense E | 78464A631 | — | 217 | SOLD | $0.1M | — | — | — |
| ✕ | Global X US Infrastructure Dev | 37954Y673 | — | 874 | SOLD | $0.0M | — | — | — |
| ✕ | Invesco Semiconductors ETF | 46137V647 | — | 510 | SOLD | $0.0M | — | — | — |
| ✕ | Communication Services Select | 81369Y852 | — | 298 | SOLD | $0.0M | — | — | — |
| ✕ | Schwab International Equity ET | 808524805 | — | 1,489 | SOLD | $0.0M | — | — | — |
| ✕ | SPDR Gold Shares | 78463V107 | — | 85 | SOLD | $0.0M | — | — | — |
| ✕ | VanEck Morningstar Wide Moat E | 92189F643 | — | 291 | SOLD | $0.0M | — | — | — |
| ✕ | Invesco S&P SmallCap 600 Pure | 46137V167 | — | 228 | SOLD | $0.0M | — | — | — |
| ✕ | SPDR Portfolio S&P 500 Value E | 78464A508 | — | 365 | SOLD | $0.0M | — | — | — |
| ✕ | Dimensional US Core Equity 2 E | 25434V708 | — | 500 | SOLD | $0.0M | — | — | — |
| ✕ | iShares Core S&P Total U.S. St | 464287150 | — | 123 | SOLD | $0.0M | — | — | — |
| ✕ | Invesco S&P 500 Low Volatility | 46138E354 | — | 236 | SOLD | $0.0M | — | — | — |
| ✕ | iShares Russell 1000 Value ETF | 464287598 | — | 84 | SOLD | $0.0M | — | — | — |
| ✕ | Consumer Discretionary Select | 81369Y407 | — | 69 | SOLD | $0.0M | — | — | — |
| ✕ | iShares S&P 500 Value ETF | 464287408 | — | 80 | SOLD | $0.0M | — | — | — |
| ✕ | Invesco Next Gen Media and Gam | 46137V696 | — | 250 | SOLD | $0.0M | — | — | — |
| ✕ | Vanguard Large-Cap ETF | 922908637 | — | 43 | SOLD | $0.0M | — | — | — |
| ✕ | iShares U.S. Aerospace & Defen | 464288760 | — | 55 | SOLD | $0.0M | — | — | — |
| ✕ | iShares Select Dividend ETF | 464287168 | — | 80 | SOLD | $0.0M | — | — | — |
| ✕ | iShares U.S. Pharmaceuticals E | 464288836 | — | 135 | SOLD | $0.0M | — | — | — |
| ✕ | iShares Core MSCI Emerging Mar | 46434G103 | — | 144 | SOLD | $0.0M | — | — | — |
| ✕ | Vanguard Information Technolog | 92204A702 | — | 12 | SOLD | $0.0M | — | — | — |
| ✕ | Vanguard Energy ETF | 92204A306 | — | 68 | SOLD | $0.0M | — | — | — |
| ✕ | iShares U.S. Tech Breakthrough | 46436E502 | — | 136 | SOLD | $0.0M | — | — | — |
| ✕ | Vanguard ESG US Stock ETF | 921910733 | — | 56 | SOLD | $0.0M | — | — | — |
| ✕ | Vanguard Value ETF | 922908744 | — | 27 | SOLD | $0.0M | — | — | — |
| ✕ | Health Care Select Sector SPDR | 81369Y209 | — | 36 | SOLD | $0.0M | — | — | — |
| ✕ | One Global ETF | 66538F231 | — | 130 | SOLD | $0.0M | — | — | — |
| ✕ | iShares Russell 3000 ETF | 464287689 | — | 10 | SOLD | $0.0M | — | — | — |
| ✕ | Schwab U.S. Large-Cap Value ET | 808524409 | — | 119 | SOLD | $0.0M | — | — | — |
| ✕ | Invesco Aerospace & Defense ET | 46137V100 | — | 16 | SOLD | $0.0M | — | — | — |