CHARTIST INC /CA/ Diversified Active

CIK: 0001129770 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 7, 2013

Total Value ($000): $172,914 (100.0% shares, 0.0% debt)

Holdings (50)

S P D R S&P 500 ETF TR EXPIRING 01/22/2118 11.3%
Value ($000) $19,559 Shares 120,514 Est. Cost $162.30 Unrealized
MDYG SPDR S&P MIDCAP 400 ETF 7.8%
Value ($000) $13,467 Shares 62,933 Est. Cost $213.99 Unrealized
IWM ISHARES TR RUSSELL 2000 RUSSELL 2000 INDEX FUND 7.3%
Value ($000) $12,638 Shares 148,769 Est. Cost $84.95 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 4.5%
Value ($000) $7,806 Shares 260,643 Est. Cost $29.95 Unrealized
DIA SPDR DOW JONES INDL AVG INDUSTRIAL AVERAGE ETF 4.3%
Value ($000) $7,355 Shares 48,902 Est. Cost $150.40 Unrealized
VTI VANGUARD TOTAL STOCK MKT 4.2%
Value ($000) $7,225 Shares 86,195 Est. Cost $83.82 Unrealized
IBB ISHARES NASDAQ BIO FD NASDAQ BIOTECH INDEX FD 4.0%
Value ($000) $6,901 Shares 38,257 Est. Cost $180.39 Unrealized
KRE SPDR S&P REGIONAL BKING 3.7%
Value ($000) $6,348 Shares 183,422 Est. Cost $34.61 Unrealized
IJR ISHARES CORE S&P ETF SMALLCAP 3.7%
Value ($000) $6,319 Shares 69,018 Est. Cost $91.56 Unrealized
KBE SPDR S&P BANK ETF 3.3%
Value ($000) $5,649 Shares 193,011 Est. Cost $29.27 Unrealized
IYT ISHARES DJ US TRANSN IDXTRANSPORTATION INDEX FD 3.2%
Value ($000) $5,509 Shares 49,404 Est. Cost $111.51 Unrealized
VB VANGUARD SMALL CAP 3.1%
Value ($000) $5,354 Shares 56,242 Est. Cost $95.20 Unrealized
VDE VANGUARD ENERGY ETF 3.1%
Value ($000) $5,329 Shares 46,838 Est. Cost $113.78 Unrealized
XLI SECTOR SPDR INDL SELECT SHARES OF BENEFICIAL INT 3.0%
Value ($000) $5,121 Shares 118,728 Est. Cost $43.13 Unrealized
SPDR S&P OIL & GAS EXPL PRODUCTION ETF 3.0%
Value ($000) $5,108 Shares 86,682 Est. Cost $58.93 Unrealized
IWO ISHARES TR RUSSELL 2000 RUSSELL 2000 GROWTH INDEX FUND 2.9%
Value ($000) $5,074 Shares 44,744 Est. Cost $113.40 Unrealized
XLB SECTOR SPDR MATERIALS FDSHARES OF BENEFICIAL INT 2.5%
Value ($000) $4,249 Shares 109,242 Est. Cost $38.90 Unrealized
FXI ISHARES FTSE CHINA 25 FTSE CHINA 25 INDEX FD 1.8%
Value ($000) $3,036 Shares 92,930 Est. Cost $32.67 Unrealized
DHI AMAZON COM INC 1.7%
Value ($000) $2,974 Shares 74,898 Est. Cost $21.23 Unrealized 0.0%
BIIB BIOGEN IDEC INC 1.3%
Value ($000) $2,316 Shares 10,468 Est. Cost $213.68 Unrealized 0.0%
NEWS CORP LTD CL A TRADES WITH DUE BILLS CLASS A 1.3%
Value ($000) $2,179 Shares 66,909 Est. Cost $32.57 Unrealized
PHM PULTEGROUP INC 1.2%
Value ($000) $2,116 Shares 109,787 Est. Cost $17.74 Unrealized 0.0%
LINKEDIN CORP 1.2%
Value ($000) $2,113 Shares 11,629 Est. Cost $181.70 Unrealized
ACTAVIS INC 1.2%
Value ($000) $2,096 Shares 16,675 Est. Cost $125.70 Unrealized
DISCOVER FINANCIAL SVCS 1.2%
Value ($000) $2,035 Shares 41,709 Est. Cost $48.79 Unrealized
ALL ALLSTATE CORPORATION 1.2%
Value ($000) $2,015 Shares 41,279 Est. Cost $37.12 Unrealized 0.0%
DIS DISNEY WALT CO 1.1%
Value ($000) $1,988 Shares 30,864 Est. Cost $56.11 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 1.1%
Value ($000) $1,983 Shares 11,048 Est. Cost $53.48 Unrealized 0.0%
HD HOME DEPOT INC 1.1%
Value ($000) $1,924 Shares 24,766 Est. Cost $56.05 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 1.1%
Value ($000) $1,908 Shares 45,857 Est. Cost $15.62 Unrealized 0.0%
EBAY EBAY INC 1.0%
Value ($000) $1,712 Shares 32,336 Est. Cost $20.18 Unrealized 0.0%
LEN LENNAR CORP CL A CLASS A 1.0%
Value ($000) $1,704 Shares 46,844 Est. Cost $34.18 Unrealized 0.0%
TJX T J X COS INC 1.0%
Value ($000) $1,686 Shares 33,221 Est. Cost $20.82 Unrealized 0.0%
TGT TARGET CORPORATION 1.0%
Value ($000) $1,674 Shares 23,963 Est. Cost $47.95 Unrealized 0.0%
BUD ANHEUSER-BUSC INBEV ADRFSPONSORED ADR 1 ADR REPS 1 0.9%
Value ($000) $1,642 Shares 18,155 Est. Cost $90.44 Unrealized
SUNTRUST BANKS INC 0.9%
Value ($000) $1,617 Shares 50,396 Est. Cost $32.09 Unrealized
MICHAEL KORS HLDGS F 0.8%
Value ($000) $1,458 Shares 22,912 Est. Cost $63.63 Unrealized
EQUINIX INC NEW 0.8%
Value ($000) $1,445 Shares 7,728 Est. Cost $186.98 Unrealized
V VISA INC CL A CLASS A 0.2%
Value ($000) $276 Shares 1,482 Est. Cost $40.02 Unrealized 0.0%
CBS CORPORATION CL B NEW 0.2%
Value ($000) $263 Shares 5,360 Est. Cost $49.07 Unrealized
NWSA NEWS CORP NEW CL A TRADES WI SEC# 3916162 0.1%
Value ($000) $253 Shares 16,638 Est. Cost $13.63 Unrealized 0.0%
SCHB SCHW US BRD MKT ETF 0.1%
Value ($000) $247 Shares 6,298 Est. Cost $39.22 Unrealized
HDV ISHARES TR HIGH DIVID EQHIGH DIVIDEND EQUITY FD 0.1%
Value ($000) $236 Shares 3,535 Est. Cost $66.76 Unrealized
AMGN AMGEN INCORPORATED 0.1%
Value ($000) $229 Shares 2,312 Est. Cost $73.34 Unrealized 0.0%
DVY ISHARES DJ SELECT DIV FDSELECT DIVIDEND INDEX FD 0.1%
Value ($000) $205 Shares 3,188 Est. Cost $64.30 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $204 Shares 2,512 Est. Cost $27.60 Unrealized 0.0%
CENTRAL FD CDA LTD CLA FCLASS A 0.1%
Value ($000) $181 Shares 13,212 Est. Cost $13.70 Unrealized
ACCELERATE DIAGNOSTICS 0.1%
Value ($000) $157 Shares 19,200 Est. Cost $8.18 Unrealized
TANZANIAN ROYALTY EXPL F 0.0%
Value ($000) $29 Shares 10,900 Est. Cost $2.66 Unrealized
HEMP INC 0.0%
Value ($000) $2 Shares 100,000 Est. Cost $0.02 Unrealized