| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXDX | Exit | Accelerate Diagnos | $0 | – | -65,865 | -100.0% | -0.04% | – |
| VWO | Exit | Vanguard Emerging | $0 | – | -5,378 | -100.0% | -0.13% | – |
| DVY | Exit | Ishares Dj Select | $0 | – | -2,071 | -100.0% | -0.14% | – |
| TJX | Exit | T J X Cos Inc | $0 | – | -4,664 | -100.0% | -0.16% | – |
| EQIX | Exit | Equinix Inc New | $0 | – | -542 | -100.0% | -0.21% | – |
| ALL | Exit | Allstate Corporati | $0 | – | -2,924 | -100.0% | -0.22% | – |
| VTI | Exit | Vanguard Total Sto | $0 | – | -1,995 | -100.0% | -0.22% | – |
| TZA | Exit | Direxion Shs New E | $0 | – | -9,000 | -100.0% | -0.25% | – |
| KBE | Exit | SPDR S&P Bank | $0 | – | -10,316 | -100.0% | -0.27% | – |
| HD | Exit | Home Depot Inc | $0 | – | -1,649 | -100.0% | -0.27% | – |
| SCHG | Exit | Sempra Energy | $0 | – | -3,128 | -100.0% | -0.28% | – |
| IWO | Exit | iShares Russell 20 | $0 | – | -2,726 | -100.0% | -0.33% | – |
| VB | Exit | Vanguard Small-Cap | $0 | – | -3,254 | -100.0% | -0.34% | – |
| XLI | Exit | SPDR Industrial Se | $0 | – | -7,315 | -100.0% | -0.38% | – |
| AMZN | Exit | Amazon Com Inc | $0 | – | -6,180 | -100.0% | -0.39% | – |
| CEF | Exit | Central Fd Cda Ltd | $0 | – | -42,703 | -100.0% | -0.43% | – |
| XHB | Exit | SPDR S&P Homebuild | $0 | – | -13,895 | -100.0% | -0.45% | – |
| IWM | Exit | iShares Russell 20 | $0 | – | -57,030 | -100.0% | -5.74% | – |
| MDYG | Exit | SPDR S&P Mid-Cap 4 | $0 | – | -24,977 | -100.0% | -6.14% | – |
| QQQ | Exit | Invesco QQQ TRUST | $0 | – | -67,295 | -100.0% | -11.21% | – |
| IWB | Exit | Ishares Russell | $0 | – | -122,183 | -100.0% | -15.09% | – |
| DIA | Exit | SPDR Dow Jones Ind | $0 | – | -94,523 | -100.0% | -17.29% | – |
| SHW | Exit | SPDR S&P 500 | $0 | – | -178,483 | -100.0% | -40.02% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF | 37 | Q3 2023 | 21.9% |
| ISHARES TR RUSSELL 2000 RUSSELL 2000 INDEX FUND | 37 | Q3 2023 | 27.9% |
| SPDR S&P HOMEBUILDERS ETF | 37 | Q3 2023 | 7.1% |
| SPDR Industrial Sector | 37 | Q3 2023 | 4.9% |
| SPDR S&P BANK ETF | 37 | Q3 2023 | 5.2% |
| SPDR DOW JONES INDUSTRIAL AVRG ETF | 36 | Q3 2023 | 34.2% |
| ISHARES TR RUSSELL 2000 RUSSELL 2000 GROWTH INDEX FUND | 36 | Q3 2023 | 3.3% |
| VANGUARD SMALL CAP ETF | 36 | Q3 2023 | 3.2% |
| HOME DEPOT INC | 36 | Q3 2023 | 1.2% |
| ALLSTATE CORPORATION | 36 | Q3 2023 | 1.3% |
View CHARTIST INC /CA/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-11 |
| 13F-HR | 2021-05-13 |
View CHARTIST INC /CA/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.