CHARTIST INC /CA/ Diversified Active

CIK: 0001129770 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 29, 2016

Total Value ($000): $201,889,020 (100.0% shares, 0.0% debt)

Holdings (57)

SHW Sherwin Williams C 24.6%
Value ($000) $49,570,227 Shares 242,839 Est. Cost $79.43 Unrealized -0.9%
MDYG Mid Cap S P D R TR 16.4%
Value ($000) $33,139,224 Shares 130,448 Est. Cost $234554.31 Unrealized
VTI Vanguard Total Sto 16.2%
Value ($000) $32,775,004 Shares 314,237 Est. Cost $100620.29 Unrealized
DIA Diamonds TRUST Ser 16.1%
Value ($000) $32,508,654 Shares 186,842 Est. Cost $173990.08 Unrealized
IWM Ishares Tr Russell 15.9%
Value ($000) $32,090,232 Shares 284,942 Est. Cost $106875.80 Unrealized
IBB iShares Nasdaq Bio 0.9%
Value ($000) $1,747,324 Shares 5,164 Est. Cost $338366.38 Unrealized
XHB SPDR S&P Homebuild 0.6%
Value ($000) $1,148,365 Shares 33,597 Est. Cost $29.95 Unrealized
KRE KBW Regional Banki 0.5%
Value ($000) $1,023,247 Shares 24,409 Est. Cost $34.61 Unrealized
IJR Ishares Tr S&P Sma 0.5%
Value ($000) $976,698 Shares 8,870 Est. Cost $110112.52 Unrealized
IYT DJ Transportation 0.4%
Value ($000) $873,003 Shares 6,479 Est. Cost $134743.48 Unrealized
Accelerate Diagnos 0.4%
Value ($000) $836,799 Shares 38,939 Est. Cost $21490.00 Unrealized
KBE Spdr Kbw Bank Etf 0.4%
Value ($000) $824,616 Shares 24,382 Est. Cost $29.27 Unrealized
XLI Sector SPDR Indl S 0.4%
Value ($000) $819,256 Shares 15,454 Est. Cost $43.13 Unrealized
IWO Ishares Tr Russell 0.4%
Value ($000) $816,953 Shares 5,865 Est. Cost $139292.92 Unrealized
VB Vanguard Small Cap 0.4%
Value ($000) $798,837 Shares 7,220 Est. Cost $110642.24 Unrealized
AMZN Amazon Com Inc 0.4%
Value ($000) $716,443 Shares 1,060 Est. Cost $31.52 Unrealized 0.0%
XLB Sector SPDR Materi 0.3%
Value ($000) $601,559 Shares 13,854 Est. Cost $38.90 Unrealized
Allergan Inc 0.3%
Value ($000) $600,313 Shares 1,921 Est. Cost $312500.25 Unrealized
IYM Ishares Tr Dj US B 0.3%
Value ($000) $578,361 Shares 8,200 Est. Cost $70531.83 Unrealized
VDE Vanguard Energy 0.3%
Value ($000) $507,669 Shares 6,108 Est. Cost $83115.42 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $416,117 Shares 3,146 Est. Cost $99.98 Unrealized 0.0%
Direxion Shs New E 0.2%
Value ($000) $360,000 Shares 8,000 Est. Cost $45000.00 Unrealized
DIS Disney Walt Co 0.2%
Value ($000) $354,627 Shares 3,374 Est. Cost $102.22 Unrealized 0.0%
BIIB Biogen Idec Inc 0.2%
Value ($000) $347,401 Shares 1,134 Est. Cost $287.35 Unrealized 0.0%
General Electric C 0.2%
Value ($000) $310,597 Shares 9,971 Est. Cost $31150.03 Unrealized
SPDR S&P Oil & Gas 0.2%
Value ($000) $306,248 Shares 10,134 Est. Cost $79.99 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $300,397 Shares 9,114 Est. Cost $0.73 Unrealized 0.0%
Activision Blizzar 0.1%
Value ($000) $290,131 Shares 7,495 Est. Cost $38709.94 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $288,024 Shares 4,798 Est. Cost $49.41 Unrealized 0.0%
MCD Mc Donalds Corp 0.1%
Value ($000) $287,435 Shares 2,433 Est. Cost $87.24 Unrealized 0.0%
ADBE Adobe Systems Inc 0.1%
Value ($000) $286,423 Shares 3,049 Est. Cost $89.84 Unrealized 0.0%
NKE Nike Inc Class B 0.1%
Value ($000) $284,750 Shares 4,556 Est. Cost $56.67 Unrealized 0.0%
DHI D R Horton Co 0.1%
Value ($000) $277,578 Shares 8,666 Est. Cost $27.87 Unrealized 0.0%
Linkedin Corp 0.1%
Value ($000) $277,299 Shares 1,232 Est. Cost $225080.36 Unrealized
META Facebook Inc Class 0.1%
Value ($000) $276,930 Shares 2,646 Est. Cost $102.01 Unrealized 0.0%
L Brands Inc 0.1%
Value ($000) $268,104 Shares 2,798 Est. Cost $95819.88 Unrealized
Equinix Inc New 0.1%
Value ($000) $267,624 Shares 885 Est. Cost $302400.00 Unrealized
CMCSA Comcast Corp New C 0.1%
Value ($000) $265,898 Shares 4,712 Est. Cost $23.76 Unrealized 0.0%
PSX Phillips 0.1%
Value ($000) $265,768 Shares 3,249 Est. Cost $59.08 Unrealized 0.0%
ALL Allstate Corporati 0.1%
Value ($000) $261,203 Shares 4,206 Est. Cost $49.75 Unrealized 0.0%
Expedia Inc 0.1%
Value ($000) $258,171 Shares 2,077 Est. Cost $124299.95 Unrealized
LUV Southwest Airlines 0.1%
Value ($000) $255,690 Shares 5,938 Est. Cost $39.33 Unrealized 0.0%
Priceline.Com Inc 0.1%
Value ($000) $247,340 Shares 194 Est. Cost $1274948.50 Unrealized
BUD Anheuser-Busc Inbe 0.1%
Value ($000) $235,250 Shares 1,882 Est. Cost $125000.00 Unrealized
TJX T J X Cos Inc 0.1%
Value ($000) $233,364 Shares 3,291 Est. Cost $30.90 Unrealized 0.0%
Suntrust Banks Inc 0.1%
Value ($000) $228,005 Shares 5,322 Est. Cost $42841.98 Unrealized
IWB Ishares Russell 0.1%
Value ($000) $226,620 Shares 2,000 Est. Cost $113310.00 Unrealized
VV Vanguard Large Cap 0.1%
Value ($000) $226,364 Shares 2,421 Est. Cost $93500.20 Unrealized
Discover Financial 0.1%
Value ($000) $226,212 Shares 4,218 Est. Cost $53630.16 Unrealized
LEN Lennar Corp Cl A 0.1%
Value ($000) $225,498 Shares 4,610 Est. Cost $43.35 Unrealized 0.0%
VOT Vanguard Mid Cap G 0.1%
Value ($000) $224,846 Shares 2,255 Est. Cost $99709.98 Unrealized
PHM Pultegroup Inc 0.1%
Value ($000) $189,762 Shares 10,648 Est. Cost $17.55 Unrealized -6.2%
Central Fd Cda Ltd 0.1%
Value ($000) $164,405 Shares 16,457 Est. Cost $9989.97 Unrealized
True Gold Mining I 0.0%
Value ($000) $1,725 Shares 10,000 Est. Cost $172.50 Unrealized
Great Basin Gold L 0.0%
Value ($000) $295 Shares 196,540 Est. Cost $1.50 Unrealized
Tranzbyte Corp 0.0%
Value ($000) $85 Shares 50,000 Est. Cost $1.70 Unrealized
Rapid Fire Mktg In 0.0%
Value ($000) $50 Shares 500,000 Est. Cost $0.10 Unrealized