CHARTIST INC /CA/ Diversified Active

CIK: 0001129770 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 31, 2013

Total Value ($000): $174,143 (100.0% shares, 0.0% debt)

Holdings (46)

S P D R S&P 500 ETF TR EXPIRING 01/22/2118 13.3%
Value ($000) $23,241 Shares 137,387 Est. Cost $163.14 Unrealized
MDYG SPDR S&P MIDCAP 400 ETF 8.3%
Value ($000) $14,411 Shares 62,824 Est. Cost $213.99 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 5.1%
Value ($000) $8,960 Shares 83,364 Est. Cost $84.95 Unrealized
IBB ISHARES NASDAQ BIO ETF NASDAQ BIOTECHNOLOGY 4.5%
Value ($000) $7,887 Shares 37,186 Est. Cost $180.39 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 4.4%
Value ($000) $7,659 Shares 248,530 Est. Cost $29.95 Unrealized
VTI VANGUARD TOTAL STOCK MKT 4.4%
Value ($000) $7,616 Shares 86,267 Est. Cost $83.82 Unrealized
DIA SPDR DOW JONES INDL AVG INDUSTRIAL AVERAGE ETF 4.2%
Value ($000) $7,243 Shares 47,753 Est. Cost $150.40 Unrealized
IJR ISHARES CORE S&P ETF SMALLCAP 3.9%
Value ($000) $6,705 Shares 66,707 Est. Cost $91.56 Unrealized
KRE SPDR S&P REGIONAL BKING 3.6%
Value ($000) $6,347 Shares 177,299 Est. Cost $34.61 Unrealized
IYT ISHARES US TRANSN AVG TRANSPORTATION AVERAGE ETF 3.3%
Value ($000) $5,717 Shares 47,970 Est. Cost $111.51 Unrealized
IWO ISHARES TR RUSSELL 2000 GROWTH ETF 3.3%
Value ($000) $5,690 Shares 44,840 Est. Cost $113.40 Unrealized
VB VANGUARD SMALL CAP 3.2%
Value ($000) $5,656 Shares 54,662 Est. Cost $95.20 Unrealized
SPDR S&P OIL & GAS EXPL PRODUCTION ETF 3.2%
Value ($000) $5,651 Shares 84,382 Est. Cost $58.93 Unrealized
KBE SPDR S&P BANK ETF 3.2%
Value ($000) $5,632 Shares 186,450 Est. Cost $29.27 Unrealized
VDE VANGUARD ENERGY ETF 3.1%
Value ($000) $5,474 Shares 45,515 Est. Cost $113.78 Unrealized
XLI SECTOR SPDR INDL SELECT SHARES OF BENEFICIAL INT 3.1%
Value ($000) $5,395 Shares 115,403 Est. Cost $43.13 Unrealized
IYM ISHARES TR US BASIC MATERIALS ETF 2.7%
Value ($000) $4,710 Shares 63,531 Est. Cost $74.14 Unrealized
XLB SECTOR SPDR MATERIALS FDSHARES OF BENEFICIAL INT 2.5%
Value ($000) $4,424 Shares 105,051 Est. Cost $38.90 Unrealized
PHM PULTEGROUP INC 2.1%
Value ($000) $3,736 Shares 116,844 Est. Cost $17.55 Unrealized -16.9%
LINKEDIN CORP 1.6%
Value ($000) $2,779 Shares 11,212 Est. Cost $181.70 Unrealized
21ST CENT FOX CL A 1.3%
Value ($000) $2,188 Shares 64,744 Est. Cost $33.79 Unrealized
DISCOVER FINANCIAL SVCS 1.2%
Value ($000) $2,048 Shares 40,348 Est. Cost $48.79 Unrealized
ALL ALLSTATE CORPORATION 1.2%
Value ($000) $2,025 Shares 40,028 Est. Cost $37.12 Unrealized +3.9%
DIS DISNEY WALT CO 1.1%
Value ($000) $1,937 Shares 29,752 Est. Cost $56.11 Unrealized +1.5%
HD HOME DEPOT INC 1.0%
Value ($000) $1,824 Shares 23,912 Est. Cost $56.05 Unrealized +3.2%
TJX T J X COS INC 1.0%
Value ($000) $1,822 Shares 32,062 Est. Cost $20.82 Unrealized +8.2%
EBAY EBAY INC 1.0%
Value ($000) $1,745 Shares 31,060 Est. Cost $20.18 Unrealized -1.1%
BUD ANHEUSER-BUSC INBEV ADRFSPONSORED ADR 1 ADR REPS 1 1.0%
Value ($000) $1,712 Shares 17,422 Est. Cost $90.44 Unrealized
MICHAEL KORS HLDGS F 1.0%
Value ($000) $1,662 Shares 21,991 Est. Cost $63.63 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $1,602 Shares 5,046 Est. Cost $14.90 Unrealized 0.0%
LEN LENNAR CORP CL A CLASS A 0.9%
Value ($000) $1,598 Shares 44,925 Est. Cost $34.18 Unrealized -14.4%
SUNTRUST BANKS INC 0.9%
Value ($000) $1,578 Shares 48,380 Est. Cost $32.09 Unrealized
TGT TARGET CORPORATION 0.8%
Value ($000) $1,478 Shares 23,142 Est. Cost $47.95 Unrealized -1.6%
EQUINIX INC NEW 0.8%
Value ($000) $1,354 Shares 7,335 Est. Cost $186.98 Unrealized
DHI D R HORTON CO 0.7%
Value ($000) $1,286 Shares 66,323 Est. Cost $21.23 Unrealized -18.1%
ACTAVIS INC 0.4%
Value ($000) $662 Shares 16,090 Est. Cost $125.70 Unrealized
NEWS CORP NEW CL A 0.3%
Value ($000) $514 Shares 22,344 Est. Cost $32.57 Unrealized
CBS CORPORATION CL B NEW 0.2%
Value ($000) $299 Shares 5,360 Est. Cost $49.07 Unrealized
V VISA INC CL A CLASS A 0.2%
Value ($000) $285 Shares 1,482 Est. Cost $40.02 Unrealized +5.8%
ACCELERATE DIAGNOSTICS 0.2%
Value ($000) $274 Shares 20,730 Est. Cost $8.55 Unrealized
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $262 Shares 2,312 Est. Cost $73.34 Unrealized +5.0%
HDV ISHARES TR HIGH DIVIDENDETF 0.1%
Value ($000) $235 Shares 3,535 Est. Cost $66.76 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $214 Shares 2,522 Est. Cost $27.60 Unrealized +5.1%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $205 Shares 3,076 Est. Cost $64.30 Unrealized
IXJ ISHARES TR GLOBAL ETF HEALTHCARE 0.1%
Value ($000) $201 Shares 2,521 Est. Cost $79.73 Unrealized
CENTRAL FD CDA LTD CLA FCLASS A 0.1%
Value ($000) $200 Shares 14,212 Est. Cost $13.73 Unrealized