CHARTIST INC /CA/ - Portfolio overview

CHARTIST INC /CA/ has 14 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Basic Materials and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SHW - SPDR S&P 500, 73.89%
2. IWB - Ishares Russell, 18.59%
3. IWM - iShares Russell 20, 1.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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