client_id
string | persona_style
string | account_type
string | base_currency
string | as_of_date
string | total_equity_usd
int64 | cash_usd
int64 | invested_usd
int64 | leverage_x
float64 | allocation_equity_pct
float64 | allocation_fixed_income_pct
float64 | allocation_alts_pct
float64 | allocation_cash_pct
float64 | top_positions
string | region_exposure_pct
string | factor_exposure_z
string | constraints
string | max_position_pct
int64 | max_sector_pct
int64 | drift_tolerance_pct
float64 | stoploss_policy
string | risk_budget_var_95_bps
int64 | max_drawdown_limit_pct
float64 | market_regime
string | vix_level
float64 | rates_10y_pct
float64 | inflation_yoy_pct
float64 | credit_spread_ig_bps
int64 | signal_alpha_bps
int64 | signal_confidence_1_100
int64 | risk_score_1_100
int64 | breach_flag
bool | action_proposed
string | action_details
string | expected_impact_alpha_bps
int64 | expected_risk_change_bps
int64 | execution_venue
string | order_type
string | order_fill_ratio_pct
int64 | self_correction_trigger
string | self_correction_action
string | self_correction_reason
string | outcome_after_7d_pnl_bps
int64 | outcome_after_7d_var_change_bps
int64 | outcome_after_30d_pnl_bps
int64 | user_feedback_1_5
int64 | advisor_override_flag
bool | notes
string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1301
|
Cautious
|
Taxable
|
USD
|
2025-03-30
| 174,925
| 21,623
| 153,302
| 1
| 47.1
| 41.6
| 0
| 11.2
|
VNQ:33.3%;HYG:33.3%;MSFT:33.3%
|
US:56.7;EU:18.9;APAC:14.7;EM:7.2;Other:2.4
|
Value:+0.8;Growth:-0.5;Quality:-0.4;Size:-0.4;Momentum:+0.8;LowVol:+0.3
|
MaxPos8%;NoDerivatives;NoMargin
| 6
| 25
| 3.3
|
trailing 8%
| 140
| 17.5
|
Sideways
| 15.4
| 3.83
| 2.8
| 139
| 57
| 82
| 29
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -7
| -32
|
BrokerB
|
LMT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 62
| 5
| 161
| 3
| false
|
Within IPS guidelines
|
P1302
|
Opportunistic
|
Taxable
|
USD
|
2024-11-26
| 1,443,025
| 76,908
| 1,366,117
| 1
| 64.2
| 20.3
| 9.6
| 5.9
|
IEF:21.6%;MUB:11.9%;AMZN:21.6%;GLD:19.4%;VNQ:10.6%;BND:14.8%
|
US:68.8;EU:7.3;APAC:13.8;EM:5.8;Other:4.4
|
Value:+0.3;Growth:-0.4;Quality:+0.3;Size:-0.3;Momentum:+0.3;LowVol:-0.6
|
NoDerivatives
| 7
| 30
| 4.3
|
trailing 7%
| 277
| 25.6
|
Bull
| 11.6
| 3.99
| 2.5
| 100
| 79
| 86
| 48
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 0
| -6
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| 24
| -35
| 32
| 4
| false
|
Monitor dispersion and breadth
|
P1303
|
Cautious
|
Taxable
|
USD
|
2024-10-04
| 292,753
| 39,139
| 253,614
| 1
| 49.3
| 37
| 0
| 13.7
|
BND:18.7%;MUB:7.9%;XLF:19.4%;QQQ:18.9%;VOO:17.2%;VNQ:17.8%
|
US:71.1;EU:8.6;APAC:13.1;EM:4.1;Other:3.1
|
Value:+0.3;Growth:+0.6;Quality:-0.5;Size:-0.4;Momentum:+0.3;LowVol:+0.9
|
MaxPos6%;NoDerivatives;NoMargin
| 8
| 25
| 3.8
|
trailing 8%
| 159
| 19
|
Sideways
| 21.4
| 4.95
| 2.8
| 140
| 9
| 50
| 55
| false
|
NoAction
|
Within bands; monitor
| 21
| -15
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| -1
| 13
| 73
| 3
| false
|
Within IPS guidelines
|
P1304
|
Opportunistic
|
IRA
|
USD
|
2025-08-07
| 1,306,578
| 52,095
| 1,254,483
| 1
| 67.1
| 11.4
| 14.8
| 6.8
|
GLD:21.2%;MUB:13.4%;AMZN:21.2%;VNQ:7.9%;IEF:17.3%;MSFT:19.1%
|
US:66.7;EU:12.8;APAC:8.7;EM:9.4;Other:2.3
|
Value:+0.4;Growth:+1.0;Quality:+0.9;Size:+0.6;Momentum:-1.0;LowVol:+0.3
| null | 8
| 35
| 5
|
hard 12%
| 265
| 30.9
|
Volatile
| 21.8
| 4.5
| 4.3
| 169
| 41
| 57
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -20
|
BrokerC
|
MKT
| 98
| null | null |
Normal monitoring
| 45
| -37
| 56
| 3
| false
|
Tighten stops on momentum names
|
P1305
|
Cautious
|
Taxable
|
USD
|
2025-12-25
| 159,308
| 16,510
| 142,798
| 1
| 38.1
| 33.8
| 11.7
| 16.4
|
HYG:24.7%;IEF:25.1%;AMZN:25.1%;QQQ:25.1%
|
US:55.5;EU:20.0;APAC:12.8;EM:8.2;Other:3.6
|
Value:-0.6;Growth:-0.2;Quality:-0.4;Size:-0.9;Momentum:+0.5;LowVol:-0.3
|
NoDerivatives;NoMargin
| 10
| 25
| 4.1
|
trailing 10%
| 106
| 19.2
|
Bull
| 13.3
| 3.9
| 2.3
| 91
| 20
| 60
| 35
| false
|
Buy
|
Add to core equity +1%
| 21
| 3
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| -16
| -26
| 61
| 3
| false
|
Tighten stops on momentum names
|
P1306
|
Active
|
Trust
|
USD
|
2024-12-24
| 571,782
| 41,289
| 530,493
| 1
| 66.6
| 27.3
| 0
| 6.1
|
BRK.B:25.0%;VNQ:25.0%;AMZN:25.0%;BND:25.0%
|
US:59.4;EU:20.5;APAC:10.8;EM:4.5;Other:4.9
|
Value:-0.4;Growth:+0.5;Quality:+0.4;Size:-0.2;Momentum:+0.4;LowVol:-0.8
| null | 7
| 35
| 5.8
|
trailing 9%
| 130
| 17.8
|
Volatile
| 31.4
| 5.33
| 2.1
| 169
| 9
| 42
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| 11
|
BrokerA
|
MKT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 42
| -10
| 24
| 2
| false
|
Tighten stops on momentum names
|
P1307
|
Hands-off
|
401k
|
USD
|
2025-03-31
| 371,462
| 34,466
| 336,996
| 1
| 64.5
| 28
| 0.2
| 7.3
|
GLD:33.3%;VOO:33.3%;MUB:33.3%
|
US:54.2;EU:19.1;APAC:12.7;EM:9.4;Other:4.6
|
Value:-0.9;Growth:+0.5;Quality:-0.5;Size:+0.5;Momentum:+0.3;LowVol:-0.8
|
MaxPos8%
| 8
| 35
| 5.3
|
trailing 8%
| 109
| 17.5
|
Bear
| 35
| 4.15
| 1.8
| 186
| -75
| 9
| 97
| true
|
Rebalance
|
Rebalance back to target bands
| 25
| -13
|
BrokerD
|
VWAP
| 92
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 21
| 6
| 116
| 4
| false
|
Monitor dispersion and breadth
|
P1308
|
Active
|
IRA
|
USD
|
2025-02-10
| 2,179,465
| 138,070
| 2,041,395
| 1
| 66.9
| 25.7
| 0
| 7.4
|
BRK.B:14.9%;MSFT:16.3%;HYG:20.5%;VOO:10.0%;VTI:18.3%;GLD:20.1%
|
US:57.9;EU:19.3;APAC:12.8;EM:5.6;Other:4.4
|
Value:-0.9;Growth:-0.0;Quality:+0.7;Size:-0.5;Momentum:0.0;LowVol:-0.8
|
NoDerivatives
| 5
| 30
| 5.9
|
trailing 9%
| 141
| 25.9
|
Bull
| 12.2
| 3.65
| 2.2
| 114
| 90
| 93
| 34
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| -27
|
BrokerC
|
MKT
| 98
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 116
| 4
| 120
| 2
| false
|
Within IPS guidelines
|
P1309
|
Cautious
|
Taxable
|
USD
|
2025-10-15
| 676,968
| 72,153
| 604,815
| 1
| 36
| 30.8
| 20.4
| 12.8
|
BND:33.3%;BRK.B:33.3%;HYG:33.3%
|
US:67.9;EU:10.1;APAC:15.4;EM:4.2;Other:2.4
|
Value:+0.5;Growth:+0.3;Quality:-0.2;Size:-0.0;Momentum:-0.9;LowVol:-0.2
|
NoMargin
| 10
| 35
| 4.9
|
trailing 8%
| 108
| 18.5
|
Bull
| 17.1
| 4
| 2.6
| 111
| 53
| 77
| 43
| false
|
Sell
|
Trim extended winner -1%
| -15
| -39
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 64
| 6
| 181
| 4
| false
|
Increase defensive factor exposure
|
P1310
|
Active
|
Roth
|
USD
|
2024-10-02
| 1,909,952
| 178,053
| 1,731,899
| 1
| 69.6
| 22
| 2.8
| 5.6
|
TLT:22.8%;GLD:9.8%;AAPL:22.8%;MUB:10.5%;BRK.B:22.6%;VTI:11.5%
|
US:63.4;EU:21.3;APAC:7.1;EM:4.0;Other:4.2
|
Value:+0.4;Growth:+0.5;Quality:+0.9;Size:-0.2;Momentum:+0.8;LowVol:-0.5
| null | 6
| 30
| 5.2
|
hard 12%
| 220
| 20.9
|
Bull
| 15.9
| 4.68
| 2.3
| 96
| 46
| 71
| 61
| false
|
Buy
|
Add to core equity +1%
| 25
| -33
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| -1
| -50
| 10
| 5
| false
|
Increase defensive factor exposure
|
P1311
|
Cautious
|
Trust
|
USD
|
2024-09-17
| 834,302
| 75,570
| 758,732
| 1
| 37.4
| 30.6
| 20.3
| 11.6
|
HYG:33.3%;XLF:33.3%;AMZN:33.3%
|
US:66.5;EU:16.5;APAC:7.6;EM:8.5;Other:1.0
|
Value:+0.4;Growth:-0.3;Quality:+0.3;Size:-0.2;Momentum:-1.0;LowVol:+0.7
|
MaxPos5%;NoMargin
| 7
| 25
| 3.8
|
hard 10%
| 117
| 17.8
|
Sideways
| 14
| 4.94
| 2.9
| 139
| -29
| 38
| 33
| false
|
Sell
|
Trim extended winner -1%
| 19
| 7
|
BrokerC
|
VWAP
| 94
| null | null |
Normal monitoring
| 10
| -55
| -5
| 4
| false
|
Increase defensive factor exposure
|
P1312
|
Hands-off
|
401k
|
USD
|
2024-08-02
| 498,406
| 39,242
| 459,164
| 1
| 58.3
| 28.4
| 6.1
| 7.2
|
XLF:33.3%;HYG:33.3%;IEF:33.3%
|
US:63.9;EU:18.5;APAC:12.0;EM:3.2;Other:2.3
|
Value:-1.0;Growth:+0.7;Quality:-0.2;Size:-0.9;Momentum:+0.1;LowVol:-0.5
| null | 7
| 25
| 3.9
|
trailing 10%
| 101
| 18.7
|
Sideways
| 19.4
| 4.17
| 3
| 96
| 57
| 82
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| 12
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| -10
| -22
| -30
| 3
| false
|
Monitor dispersion and breadth
|
P1313
|
Cautious
|
401k
|
USD
|
2025-05-03
| 346,231
| 46,108
| 300,123
| 1
| 48.5
| 36.9
| 0.2
| 14.4
|
MUB:23.1%;AAPL:21.7%;HYG:19.7%;TSLA:12.5%;VNQ:23.1%
|
US:76.0;EU:5.0;APAC:10.2;EM:8.0;Other:0.7
|
Value:+0.8;Growth:-0.7;Quality:-0.9;Size:+0.3;Momentum:-0.2;LowVol:+0.6
|
NoDerivatives;NoMargin
| 5
| 25
| 5.3
|
hard 10%
| 134
| 12.9
|
Volatile
| 23.4
| 5.09
| 4
| 114
| -39
| 30
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -1
|
BrokerA
|
VWAP
| 89
| null | null |
Normal monitoring
| -32
| -19
| 94
| 3
| false
|
Tighten stops on momentum names
|
P1314
|
Systematic
|
Roth
|
USD
|
2025-02-19
| 571,873
| 24,769
| 547,104
| 1
| 66.9
| 24.5
| 2.2
| 6.4
|
XLF:18.6%;BRK.B:20.0%;MSFT:12.3%;VTI:15.9%;AMZN:13.1%;IEF:20.1%
|
US:62.7;EU:15.5;APAC:7.2;EM:10.7;Other:3.8
|
Value:-0.7;Growth:-0.9;Quality:-0.5;Size:+0.6;Momentum:-0.9;LowVol:-0.6
|
NoDerivatives
| 10
| 25
| 5.5
|
hard 12%
| 204
| 19.1
|
Sideways
| 18.7
| 4.01
| 3.2
| 138
| -23
| 26
| 63
| false
|
Buy
|
Add to core equity +1%
| 4
| -24
|
BrokerD
|
VWAP
| 99
| null | null |
Normal monitoring
| 28
| -3
| 119
| 4
| false
|
Tax-aware sells next window
|
P1315
|
Active
|
Taxable
|
USD
|
2024-10-04
| 1,592,624
| 168,111
| 1,424,513
| 1.21
| 59.6
| 28.3
| 3.2
| 8.9
|
MSFT:24.0%;AMZN:14.7%;GLD:13.6%;TSLA:24.0%;IEF:23.7%
|
US:70.6;EU:12.0;APAC:9.7;EM:5.4;Other:2.4
|
Value:+0.1;Growth:-0.3;Quality:+0.8;Size:-0.3;Momentum:-0.0;LowVol:-0.3
| null | 8
| 30
| 4.3
|
trailing 8%
| 199
| 20.8
|
Volatile
| 28.6
| 5.44
| 2.8
| 155
| -36
| 34
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -16
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 0
| -51
| 133
| 4
| false
|
Within IPS guidelines
|
P1316
|
Opportunistic
|
Roth
|
USD
|
2025-08-10
| 657,239
| 42,016
| 615,223
| 1
| 61.5
| 19.2
| 13.6
| 5.8
|
XLF:33.3%;AMZN:33.4%;QQQ:33.4%
|
US:62.1;EU:16.8;APAC:13.2;EM:5.0;Other:3.0
|
Value:+0.2;Growth:-0.8;Quality:+1.0;Size:+0.8;Momentum:-0.7;LowVol:+0.2
| null | 5
| 25
| 6.1
|
trailing 9%
| 231
| 33.8
|
Bear
| 30.2
| 4.28
| 1.4
| 151
| -82
| 5
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| 6
|
BrokerC
|
LMT
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 84
| -37
| 181
| 2
| false
|
Increase defensive factor exposure
|
P1317
|
Systematic
|
IRA
|
USD
|
2025-08-23
| 1,306,818
| 65,750
| 1,241,068
| 1
| 57.8
| 24.9
| 11.8
| 5.6
|
VOO:33.3%;VTI:33.3%;BND:33.3%
|
US:71.6;EU:5.7;APAC:8.3;EM:12.7;Other:1.7
|
Value:-0.9;Growth:-0.1;Quality:+0.5;Size:-0.9;Momentum:+0.9;LowVol:-0.4
|
NoDerivatives
| 8
| 35
| 5.4
|
trailing 9%
| 210
| 18.2
|
Bear
| 29.9
| 4.32
| 2.7
| 181
| -61
| 13
| 68
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -1
| -34
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 44
| -11
| 53
| 4
| false
|
Monitor dispersion and breadth
|
P1318
|
Active
|
Roth
|
USD
|
2025-05-02
| 1,926,871
| 130,519
| 1,796,352
| 1
| 54.6
| 27.7
| 11.6
| 6.1
|
HYG:18.5%;XLF:7.0%;GLD:10.6%;VOO:20.6%;IEF:21.6%;BND:21.6%
|
US:80.0;EU:8.8;APAC:6.3;EM:3.9;Other:1.0
|
Value:+0.3;Growth:-0.7;Quality:-0.8;Size:-0.1;Momentum:+0.5;LowVol:0.0
|
NoDerivatives
| 7
| 25
| 4.7
|
hard 12%
| 185
| 25.7
|
Bull
| 11.8
| 4.95
| 2.6
| 95
| 14
| 47
| 27
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| 4
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 62
| 9
| 171
| 3
| false
|
Tax-aware sells next window
|
P1319
|
Active
|
Taxable
|
USD
|
2025-09-09
| 2,359,393
| 153,029
| 2,206,364
| 1
| 63.8
| 18.1
| 8.8
| 9.3
|
VTI:21.6%;TSLA:6.3%;BRK.B:15.2%;QQQ:13.6%;MUB:21.6%;MSFT:21.6%
|
US:75.4;EU:7.9;APAC:8.4;EM:7.9;Other:0.3
|
Value:+0.2;Growth:+0.4;Quality:-0.5;Size:+0.5;Momentum:0.0;LowVol:-0.8
| null | 8
| 30
| 4.9
|
trailing 9%
| 165
| 27.1
|
Volatile
| 30.7
| 4.03
| 3.7
| 161
| -3
| 57
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 23
| -26
|
BrokerB
|
LMT
| 87
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 70
| -31
| 43
| 5
| false
|
Within IPS guidelines
|
P1320
|
Cautious
|
Trust
|
USD
|
2024-10-25
| 548,352
| 81,801
| 466,551
| 1
| 47.9
| 33.5
| 6.9
| 11.7
|
VNQ:23.3%;AMZN:25.6%;QQQ:25.6%;MSFT:25.6%
|
US:70.2;EU:12.2;APAC:12.1;EM:3.7;Other:1.9
|
Value:+0.6;Growth:-0.5;Quality:+0.3;Size:+0.1;Momentum:+0.6;LowVol:-0.3
|
ESGOnly;NoMargin
| 7
| 35
| 5.4
|
trailing 10%
| 147
| 16.1
|
Sideways
| 18.8
| 4.96
| 2
| 111
| -6
| 46
| 41
| false
|
Buy
|
Add to core equity +1%
| 15
| -3
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| -11
| -5
| -29
| 5
| false
|
Increase defensive factor exposure
|
P1321
|
Active
|
Roth
|
USD
|
2025-05-06
| 997,431
| 62,119
| 935,312
| 1.18
| 63.9
| 29.9
| 0
| 6.2
|
VTI:24.6%;TSLA:24.6%;MSFT:16.2%;MUB:10.1%;XLF:24.6%
|
US:57.5;EU:17.6;APAC:11.4;EM:11.2;Other:2.3
|
Value:+1.0;Growth:+0.1;Quality:-0.9;Size:-0.9;Momentum:+0.1;LowVol:+0.5
|
NoDerivatives
| 5
| 30
| 5.7
|
trailing 8%
| 164
| 24.2
|
Volatile
| 24.6
| 4.78
| 4.3
| 156
| -32
| 23
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -35
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 115
| -23
| 210
| 4
| false
|
Tighten stops on momentum names
|
P1322
|
Active
|
Trust
|
USD
|
2024-10-18
| 1,755,878
| 117,709
| 1,638,169
| 1
| 58.7
| 32
| 3.7
| 5.6
|
BRK.B:20.5%;MUB:22.0%;XLF:13.6%;IEF:22.0%;HYG:22.0%
|
US:65.6;EU:18.2;APAC:9.6;EM:5.8;Other:0.8
|
Value:-0.7;Growth:+0.1;Quality:-0.7;Size:-0.3;Momentum:+0.6;LowVol:+0.4
|
MaxPos6%;NoDerivatives
| 5
| 30
| 4.4
|
trailing 9%
| 187
| 21.8
|
Sideways
| 18.1
| 4.05
| 2.6
| 92
| 40
| 70
| 42
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -15
| -26
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 23
| -3
| 33
| 3
| false
|
Increase defensive factor exposure
|
P1323
|
Hands-off
|
401k
|
USD
|
2024-09-12
| 597,631
| 29,842
| 567,789
| 1
| 68.3
| 15.7
| 6.4
| 9.6
|
HYG:24.1%;VOO:18.0%;TSLA:28.9%;MSFT:28.9%
|
US:64.5;EU:10.7;APAC:9.3;EM:12.0;Other:3.6
|
Value:+0.1;Growth:-0.8;Quality:+0.5;Size:-1.0;Momentum:+0.6;LowVol:-0.7
|
ESGOnly;MaxPos7%
| 10
| 35
| 5
|
hard 10%
| 131
| 14.4
|
Sideways
| 20
| 3.72
| 3.5
| 123
| 41
| 57
| 50
| false
|
NoAction
|
Within bands; monitor
| -11
| -9
|
BrokerA
|
VWAP
| 97
| null | null |
Normal monitoring
| 43
| 17
| 26
| 3
| false
|
Monitor dispersion and breadth
|
P1324
|
Hands-off
|
Taxable
|
USD
|
2025-05-05
| 551,516
| 30,888
| 520,628
| 1
| 71.3
| 17.8
| 3.1
| 7.9
|
IEF:33.3%;MUB:33.3%;MSFT:33.3%
|
US:62.5;EU:16.6;APAC:7.5;EM:10.8;Other:2.6
|
Value:+0.1;Growth:+0.9;Quality:-0.5;Size:-0.1;Momentum:-0.6;LowVol:+0.1
|
ESGOnly;MaxPos6%
| 10
| 35
| 3.7
|
hard 10%
| 153
| 12.1
|
Bull
| 14.7
| 4.68
| 2.1
| 87
| 3
| 41
| 59
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| 13
|
BrokerA
|
LMT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -33
| -23
| 41
| 2
| false
|
Tax-aware sells next window
|
P1325
|
Hands-off
|
Trust
|
USD
|
2024-08-19
| 297,956
| 19,887
| 278,069
| 1
| 74.6
| 17.1
| 2.6
| 5.7
|
XLF:22.4%;AAPL:16.8%;TSLA:16.0%;QQQ:22.4%;HYG:22.4%
|
US:72.4;EU:14.1;APAC:7.5;EM:4.0;Other:2.0
|
Value:-0.3;Growth:-0.4;Quality:+0.6;Size:-0.1;Momentum:+0.6;LowVol:-0.7
|
NoDerivatives
| 7
| 25
| 4.4
|
trailing 8%
| 160
| 17.7
|
Sideways
| 18.5
| 4.34
| 3
| 119
| -6
| 44
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -36
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| 62
| -4
| 89
| 3
| false
|
Monitor dispersion and breadth
|
P1326
|
Active
|
Trust
|
USD
|
2025-02-19
| 1,075,033
| 67,783
| 1,007,250
| 1.15
| 68
| 23.9
| 1.5
| 6.6
|
AMZN:20.7%;TLT:15.9%;VOO:16.0%;HYG:16.2%;QQQ:15.8%;GLD:15.4%
|
US:70.5;EU:9.7;APAC:6.5;EM:9.6;Other:3.7
|
Value:+0.2;Growth:+0.5;Quality:0.0;Size:-0.2;Momentum:-0.8;LowVol:-0.0
|
MaxPos6%;NoDerivatives
| 7
| 35
| 5.7
|
trailing 9%
| 170
| 25.9
|
Volatile
| 27.9
| 4.33
| 2.1
| 118
| -1
| 35
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -24
|
BrokerB
|
LMT
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 20
| -49
| 79
| 4
| false
|
Monitor dispersion and breadth
|
P1327
|
Active
|
Taxable
|
USD
|
2025-09-08
| 2,346,230
| 220,917
| 2,125,313
| 1
| 55.5
| 24.1
| 10.8
| 9.5
|
AMZN:14.7%;XLF:22.6%;IEF:18.0%;MUB:22.2%;TLT:22.6%
|
US:71.2;EU:5.5;APAC:11.8;EM:9.4;Other:2.0
|
Value:-0.9;Growth:-0.4;Quality:+0.1;Size:-0.4;Momentum:-0.9;LowVol:0.0
|
MaxPos5%
| 6
| 25
| 4.8
|
trailing 9%
| 218
| 26.6
|
Volatile
| 28.9
| 5.2
| 4.3
| 118
| 22
| 62
| 70
| false
|
Sell
|
Trim extended winner -1%
| 31
| -15
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| 89
| -29
| 63
| 3
| false
|
Monitor dispersion and breadth
|
P1328
|
Active
|
Roth
|
USD
|
2024-11-20
| 1,720,381
| 137,290
| 1,583,091
| 1
| 66.5
| 20.9
| 4.4
| 8.1
|
GLD:13.3%;TSLA:21.8%;MUB:17.4%;MSFT:11.7%;HYG:21.8%;IEF:14.0%
|
US:61.9;EU:17.5;APAC:9.6;EM:7.1;Other:4.0
|
Value:-0.9;Growth:+0.6;Quality:+0.9;Size:-0.6;Momentum:-0.0;LowVol:+0.6
| null | 7
| 35
| 4.9
|
trailing 9%
| 202
| 26.5
|
Bull
| 13
| 4.04
| 2.7
| 81
| 57
| 75
| 54
| true
|
Rebalance
|
Rebalance back to target bands
| 29
| -19
|
BrokerD
|
MKT
| 94
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 108
| -32
| 177
| 5
| true
|
Tighten stops on momentum names
|
P1329
|
Hands-off
|
IRA
|
USD
|
2025-03-02
| 563,403
| 49,998
| 513,405
| 1
| 60.5
| 23.6
| 10
| 5.9
|
GLD:16.4%;HYG:25.3%;VNQ:13.1%;VOO:19.9%;AMZN:25.3%
|
US:65.7;EU:13.2;APAC:9.5;EM:9.5;Other:2.1
|
Value:+0.3;Growth:-0.9;Quality:+0.1;Size:-0.9;Momentum:-0.2;LowVol:+0.8
|
NoDerivatives
| 6
| 35
| 4.5
|
hard 10%
| 102
| 15.5
|
Volatile
| 26.5
| 4.25
| 4
| 158
| -3
| 33
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -26
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| -24
| -10
| 74
| 4
| false
|
Increase defensive factor exposure
|
P1330
|
Active
|
Taxable
|
USD
|
2025-09-29
| 2,440,658
| 166,504
| 2,274,154
| 1
| 54.2
| 19.7
| 16.7
| 9.4
|
VOO:24.1%;TSLA:17.9%;MUB:29.0%;VNQ:29.0%
|
US:70.5;EU:14.7;APAC:10.7;EM:3.8;Other:0.3
|
Value:-0.4;Growth:+0.9;Quality:+0.5;Size:-0.5;Momentum:+0.1;LowVol:-0.2
|
MaxPos6%
| 7
| 30
| 4
|
hard 12%
| 170
| 17
|
Volatile
| 23.3
| 4.25
| 3.2
| 159
| 78
| 96
| 58
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| -36
|
BrokerA
|
MKT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 13
| -51
| 95
| 3
| false
|
Increase defensive factor exposure
|
P1331
|
Systematic
|
Trust
|
USD
|
2025-12-12
| 405,216
| 28,992
| 376,224
| 1
| 65.3
| 21.9
| 5.5
| 7.3
|
MUB:20.1%;IEF:20.1%;QQQ:18.9%;TLT:20.1%;VTI:20.9%
|
US:75.5;EU:7.7;APAC:6.4;EM:7.0;Other:3.3
|
Value:+0.3;Growth:+0.7;Quality:+0.2;Size:+1.0;Momentum:+0.1;LowVol:-0.5
| null | 8
| 35
| 4.3
|
trailing 9%
| 228
| 27
|
Volatile
| 29
| 4.96
| 3.6
| 171
| 67
| 72
| 70
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| -1
|
BrokerB
|
MKT
| 94
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 116
| 12
| 131
| 5
| false
|
Tax-aware sells next window
|
P1332
|
Opportunistic
|
Roth
|
USD
|
2025-02-26
| 873,499
| 70,428
| 803,071
| 1.17
| 74.2
| 14.9
| 6.5
| 4.4
|
VTI:26.9%;AMZN:26.9%;XLF:22.4%;MSFT:23.8%
|
US:67.9;EU:11.1;APAC:7.2;EM:10.5;Other:3.4
|
Value:-0.3;Growth:-0.8;Quality:-1.0;Size:+0.1;Momentum:-0.8;LowVol:+0.1
| null | 10
| 30
| 5.5
|
trailing 9%
| 235
| 29.5
|
Volatile
| 28.4
| 4.97
| 3.2
| 153
| 54
| 91
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 27
| -33
|
BrokerD
|
MKT
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -42
| -22
| -14
| 3
| false
|
Monitor dispersion and breadth
|
P1333
|
Hands-off
|
401k
|
USD
|
2025-06-04
| 567,950
| 51,265
| 516,685
| 1
| 63.5
| 22.9
| 4.2
| 9.4
|
IEF:33.3%;MUB:33.3%;BND:33.3%
|
US:73.5;EU:9.0;APAC:8.6;EM:6.9;Other:1.9
|
Value:-0.1;Growth:-0.1;Quality:-0.8;Size:-0.4;Momentum:-0.2;LowVol:+0.5
|
MaxPos8%
| 8
| 25
| 3.4
|
hard 10%
| 115
| 17.1
|
Volatile
| 26.8
| 5.49
| 2.2
| 119
| -52
| 14
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 1
| -29
|
BrokerB
|
LMT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 59
| 20
| 135
| 5
| false
|
Within IPS guidelines
|
P1334
|
Cautious
|
IRA
|
USD
|
2025-03-14
| 782,044
| 105,371
| 676,673
| 1
| 43.7
| 43.3
| 1.8
| 11.2
|
MSFT:11.4%;IEF:10.8%;XLF:21.4%;AMZN:21.4%;AAPL:13.6%;TSLA:21.4%
|
US:66.7;EU:15.3;APAC:9.5;EM:4.2;Other:4.3
|
Value:+0.7;Growth:+0.2;Quality:-0.3;Size:+0.8;Momentum:+0.8;LowVol:+0.4
|
NoMargin
| 6
| 25
| 5.9
|
trailing 8%
| 122
| 19.8
|
Sideways
| 16.6
| 4.92
| 2.1
| 138
| 30
| 50
| 32
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -14
| -11
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 42
| -51
| 31
| 3
| false
|
Within IPS guidelines
|
P1335
|
Opportunistic
|
Trust
|
USD
|
2025-07-10
| 941,691
| 37,481
| 904,210
| 1
| 72
| 13.6
| 8.7
| 5.8
|
GLD:34.9%;HYG:34.9%;IEF:30.2%
|
US:76.5;EU:5.7;APAC:5.4;EM:7.6;Other:4.7
|
Value:-0.5;Growth:-0.3;Quality:-0.6;Size:-0.6;Momentum:+0.1;LowVol:+0.1
| null | 10
| 25
| 6.5
|
hard 12%
| 204
| 23.2
|
Volatile
| 23
| 4.61
| 3
| 172
| -4
| 50
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| 4
| 13
|
BrokerA
|
VWAP
| 88
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 101
| -41
| 150
| 4
| true
|
Monitor dispersion and breadth
|
P1336
|
Systematic
|
Trust
|
USD
|
2025-12-26
| 1,229,993
| 80,211
| 1,149,782
| 1
| 66.6
| 24.5
| 0
| 8.9
|
BND:34.1%;HYG:31.9%;VNQ:34.1%
|
US:65.5;EU:13.3;APAC:7.7;EM:9.6;Other:3.8
|
Value:-0.6;Growth:+0.9;Quality:+1.0;Size:+0.5;Momentum:-0.8;LowVol:-0.3
|
MaxPos6%
| 8
| 30
| 5.3
|
hard 12%
| 205
| 23.7
|
Volatile
| 29.5
| 4.26
| 4.4
| 152
| 28
| 71
| 79
| true
|
Rebalance
|
Rebalance back to target bands
| 22
| 1
|
BrokerC
|
VWAP
| 97
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 89
| 5
| 82
| 5
| true
|
Increase defensive factor exposure
|
P1337
|
Cautious
|
Taxable
|
USD
|
2025-07-03
| 312,661
| 39,390
| 273,271
| 1
| 37.4
| 36.7
| 13.2
| 12.7
|
VNQ:12.3%;GLD:22.7%;VTI:13.0%;BRK.B:17.7%;AAPL:12.5%;TSLA:21.9%
|
US:59.9;EU:12.1;APAC:12.5;EM:10.9;Other:4.5
|
Value:-0.6;Growth:-0.2;Quality:+0.6;Size:+0.1;Momentum:-0.4;LowVol:-0.3
|
NoMargin
| 10
| 35
| 3.3
|
trailing 10%
| 90
| 16.1
|
Volatile
| 27.2
| 5.06
| 2.1
| 126
| 58
| 79
| 60
| false
|
Sell
|
Trim extended winner -1%
| 34
| 12
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 28
| -25
| 42
| 3
| false
|
Within IPS guidelines
|
P1338
|
Hands-off
|
Taxable
|
USD
|
2024-08-21
| 247,681
| 11,455
| 236,226
| 1
| 60.5
| 28.4
| 5.1
| 6
|
QQQ:25.0%;HYG:25.0%;XLF:25.0%;AAPL:25.0%
|
US:71.5;EU:9.9;APAC:12.5;EM:5.8;Other:0.3
|
Value:-1.0;Growth:-0.8;Quality:+0.3;Size:-0.1;Momentum:+0.7;LowVol:-0.8
|
ESGOnly
| 5
| 25
| 3.3
|
hard 10%
| 163
| 12.1
|
Bull
| 17.6
| 4.24
| 3.2
| 105
| 45
| 70
| 49
| false
|
Buy
|
Add to core equity +1%
| 25
| -22
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| -14
| 6
| 92
| 4
| false
|
Increase defensive factor exposure
|
P1339
|
Systematic
|
Trust
|
USD
|
2025-09-09
| 1,575,059
| 73,120
| 1,501,939
| 1
| 55.7
| 34
| 3.7
| 6.6
|
BRK.B:24.3%;TSLA:11.4%;HYG:24.3%;BND:22.0%;VOO:17.9%
|
US:60.5;EU:16.1;APAC:11.9;EM:8.2;Other:3.3
|
Value:-0.5;Growth:-0.7;Quality:-0.6;Size:+0.8;Momentum:-0.3;LowVol:-0.0
|
MaxPos7%
| 8
| 25
| 5.4
|
trailing 8%
| 201
| 24.7
|
Volatile
| 31
| 4.48
| 3.3
| 117
| 77
| 95
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| 7
| 8
|
BrokerB
|
LMT
| 95
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -2
| -42
| 92
| 4
| false
|
Within IPS guidelines
|
P1340
|
Cautious
|
401k
|
USD
|
2025-05-07
| 632,820
| 51,236
| 581,584
| 1
| 35.3
| 37.5
| 15
| 12.2
|
GLD:33.3%;XLF:33.3%;BRK.B:33.3%
|
US:66.1;EU:7.1;APAC:17.5;EM:9.0;Other:0.3
|
Value:-0.5;Growth:-0.1;Quality:-0.0;Size:-0.2;Momentum:+0.7;LowVol:-0.1
|
MaxPos6%;NoDerivatives;NoMargin
| 5
| 30
| 3.6
|
trailing 10%
| 148
| 18.7
|
Sideways
| 15.4
| 4.33
| 3.3
| 112
| -7
| 42
| 24
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| 11
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| 73
| -34
| 73
| 4
| false
|
Tighten stops on momentum names
|
P1341
|
Systematic
|
401k
|
USD
|
2025-06-30
| 1,820,766
| 99,682
| 1,721,084
| 1
| 59.9
| 26.9
| 3.8
| 9.4
|
HYG:23.2%;IEF:9.4%;MSFT:9.2%;AMZN:23.2%;VTI:11.7%;TLT:23.2%
|
US:61.0;EU:12.9;APAC:14.6;EM:8.9;Other:2.6
|
Value:+0.2;Growth:+0.7;Quality:-0.5;Size:+0.8;Momentum:+1.0;LowVol:-0.2
| null | 10
| 25
| 5.8
|
trailing 8%
| 131
| 16.7
|
Bear
| 33.6
| 3.89
| 2.7
| 181
| -97
| 9
| 82
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -13
|
BrokerD
|
VWAP
| 97
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -14
| -7
| -15
| 2
| false
|
Monitor dispersion and breadth
|
P1342
|
Hands-off
|
401k
|
USD
|
2025-06-23
| 444,944
| 26,873
| 418,071
| 1
| 66.8
| 26.8
| 0
| 6.5
|
GLD:19.0%;VOO:22.3%;VTI:8.9%;VNQ:14.2%;TLT:18.7%;BND:17.0%
|
US:61.3;EU:14.4;APAC:15.8;EM:5.8;Other:2.7
|
Value:+0.7;Growth:+0.9;Quality:+0.5;Size:-1.0;Momentum:+0.3;LowVol:-1.0
|
ESGOnly;NoDerivatives
| 10
| 30
| 3.7
|
trailing 8%
| 151
| 19.3
|
Bull
| 11.4
| 4.69
| 2.7
| 109
| 41
| 85
| 40
| false
|
Sell
|
Trim extended winner -1%
| -2
| 5
|
BrokerB
|
VWAP
| 88
| null | null |
Normal monitoring
| 94
| -32
| 223
| 4
| false
|
Tighten stops on momentum names
|
P1343
|
Cautious
|
IRA
|
USD
|
2025-01-22
| 465,791
| 42,343
| 423,448
| 1
| 43.2
| 37.6
| 4.7
| 14.5
|
XLF:19.5%;AAPL:7.0%;AMZN:20.1%;BRK.B:20.0%;BND:15.2%;VNQ:18.3%
|
US:68.4;EU:6.9;APAC:9.4;EM:11.0;Other:4.3
|
Value:-0.4;Growth:-0.5;Quality:-0.2;Size:-0.9;Momentum:-0.3;LowVol:+0.3
|
NoDerivatives;NoMargin
| 7
| 25
| 5
|
trailing 8%
| 145
| 17.8
|
Volatile
| 24.2
| 4.61
| 4.5
| 147
| -52
| 33
| 50
| false
|
Buy
|
Add to core equity +1%
| -8
| -33
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 10
| -39
| 91
| 4
| false
|
Within IPS guidelines
|
P1344
|
Hands-off
|
Trust
|
USD
|
2025-08-30
| 740,286
| 32,501
| 707,785
| 1
| 61.9
| 26.3
| 3.9
| 7.9
|
IEF:17.0%;MSFT:15.9%;HYG:18.1%;TSLA:15.4%;QQQ:16.2%;GLD:17.5%
|
US:60.7;EU:19.4;APAC:10.8;EM:8.3;Other:0.9
|
Value:+0.6;Growth:-0.7;Quality:+0.2;Size:+0.3;Momentum:+0.5;LowVol:-0.2
| null | 8
| 25
| 4.5
|
trailing 10%
| 91
| 16.2
|
Bull
| 15.7
| 4.15
| 2.8
| 106
| 66
| 80
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -6
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 21
| -20
| 115
| 4
| false
|
Tighten stops on momentum names
|
P1345
|
Cautious
|
Trust
|
USD
|
2024-11-16
| 397,810
| 45,204
| 352,606
| 1
| 44.8
| 37
| 2.5
| 15.7
|
QQQ:33.3%;XLF:33.3%;MSFT:33.3%
|
US:63.9;EU:11.2;APAC:11.6;EM:9.2;Other:4.1
|
Value:+0.1;Growth:+0.4;Quality:-0.6;Size:+0.8;Momentum:+0.1;LowVol:-0.7
|
ESGOnly;MaxPos8%;NoMargin
| 7
| 35
| 6
|
hard 10%
| 106
| 12.7
|
Volatile
| 20.2
| 3.64
| 3.2
| 115
| -20
| 34
| 41
| false
|
Buy
|
Add to core equity +1%
| 5
| 8
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 20
| -21
| 68
| 3
| false
|
Tax-aware sells next window
|
P1346
|
Cautious
|
Roth
|
USD
|
2025-07-08
| 215,129
| 33,695
| 181,434
| 1
| 38.8
| 35.4
| 15.7
| 10.1
|
AMZN:33.3%;TSLA:33.3%;VOO:33.3%
|
US:67.7;EU:7.5;APAC:12.7;EM:7.3;Other:4.8
|
Value:+0.6;Growth:+0.7;Quality:-0.6;Size:-0.7;Momentum:-0.1;LowVol:+0.3
|
NoDerivatives;NoMargin
| 10
| 30
| 4.1
|
hard 10%
| 135
| 17.2
|
Volatile
| 27.7
| 3.95
| 4.1
| 179
| -3
| 39
| 55
| false
|
Sell
|
Trim extended winner -1%
| 9
| 5
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| 96
| -25
| 135
| 4
| false
|
Tighten stops on momentum names
|
P1347
|
Hands-off
|
Taxable
|
USD
|
2025-07-05
| 452,732
| 23,393
| 429,339
| 1
| 64.7
| 23.4
| 6
| 5.9
|
HYG:33.3%;MSFT:33.3%;TSLA:33.3%
|
US:66.0;EU:12.5;APAC:12.6;EM:8.9;Other:0.1
|
Value:0.0;Growth:-0.9;Quality:-0.8;Size:+0.9;Momentum:-1.0;LowVol:+0.6
|
MaxPos7%
| 8
| 35
| 3.7
|
trailing 10%
| 100
| 16.5
|
Bear
| 26.4
| 4.42
| 1.9
| 143
| -107
| 5
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 3
| -37
|
BrokerA
|
MKT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 44
| 18
| 158
| 5
| false
|
Monitor dispersion and breadth
|
P1348
|
Active
|
Taxable
|
USD
|
2025-08-10
| 2,290,728
| 205,904
| 2,084,824
| 1
| 57.3
| 31.1
| 5.4
| 6.3
|
MSFT:33.3%;MUB:33.3%;VOO:33.3%
|
US:64.2;EU:8.2;APAC:14.4;EM:11.4;Other:1.8
|
Value:-0.8;Growth:+0.8;Quality:-0.6;Size:-0.5;Momentum:-0.3;LowVol:-0.2
|
MaxPos8%
| 7
| 35
| 5.9
|
trailing 8%
| 147
| 26.1
|
Bull
| 16.2
| 4.77
| 3
| 110
| 38
| 64
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| 10
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| 31
| 19
| 31
| 5
| false
|
Increase defensive factor exposure
|
P1349
|
Active
|
Taxable
|
USD
|
2024-07-11
| 1,599,520
| 123,777
| 1,475,743
| 1
| 61.8
| 20.3
| 9.2
| 8.7
|
VOO:13.3%;VNQ:17.2%;GLD:15.4%;QQQ:15.4%;AMZN:22.2%;BND:16.6%
|
US:68.1;EU:10.8;APAC:11.1;EM:9.0;Other:1.0
|
Value:+0.8;Growth:+0.6;Quality:-1.0;Size:-0.5;Momentum:-0.3;LowVol:+0.6
| null | 10
| 30
| 5.2
|
trailing 8%
| 170
| 22
|
Sideways
| 15.5
| 3.65
| 3.3
| 100
| 54
| 84
| 51
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 30
| 2
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 78
| -42
| 42
| 5
| false
|
Tax-aware sells next window
|
P1350
|
Hands-off
|
IRA
|
USD
|
2024-11-17
| 317,235
| 15,548
| 301,687
| 1
| 66.8
| 20
| 7.5
| 5.8
|
BRK.B:15.3%;TSLA:12.3%;AAPL:10.6%;IEF:20.9%;GLD:20.9%;TLT:20.0%
|
US:60.5;EU:18.9;APAC:6.1;EM:9.8;Other:4.7
|
Value:+0.9;Growth:-0.4;Quality:-0.1;Size:-0.2;Momentum:-0.7;LowVol:+0.8
| null | 8
| 25
| 3.8
|
trailing 8%
| 90
| 15.8
|
Bull
| 17
| 4.11
| 2.8
| 106
| 107
| 100
| 63
| false
|
Sell
|
Trim extended winner -1%
| 33
| -7
|
BrokerB
|
VWAP
| 95
| null | null |
Normal monitoring
| 117
| 0
| 232
| 5
| false
|
Tax-aware sells next window
|
P1351
|
Systematic
|
Roth
|
USD
|
2025-06-19
| 1,618,374
| 78,509
| 1,539,865
| 1
| 66.5
| 24.9
| 0
| 8.7
|
XLF:27.6%;VTI:27.6%;IEF:17.1%;AMZN:27.6%
|
US:64.8;EU:11.7;APAC:14.0;EM:4.7;Other:4.8
|
Value:+0.1;Growth:+0.2;Quality:+0.2;Size:-0.3;Momentum:-0.9;LowVol:-0.2
| null | 10
| 25
| 5.5
|
trailing 8%
| 216
| 27.7
|
Bull
| 11.1
| 4.55
| 3.4
| 83
| 74
| 99
| 37
| false
|
NoAction
|
Within bands; monitor
| -10
| -3
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -6
| -59
| 127
| 3
| false
|
Monitor dispersion and breadth
|
P1352
|
Opportunistic
|
IRA
|
USD
|
2025-07-25
| 1,399,731
| 81,939
| 1,317,792
| 1
| 70
| 19.1
| 3.7
| 7.2
|
VTI:33.3%;VOO:33.3%;MSFT:33.3%
|
US:59.9;EU:16.5;APAC:10.9;EM:10.6;Other:2.1
|
Value:-1.0;Growth:+0.1;Quality:-0.9;Size:-0.3;Momentum:-0.4;LowVol:+0.4
| null | 6
| 35
| 6.2
|
trailing 7%
| 185
| 23
|
Bull
| 13.2
| 4.13
| 2.3
| 84
| 12
| 49
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| 13
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| -21
| -35
| 108
| 5
| false
|
Tighten stops on momentum names
|
P1353
|
Systematic
|
Trust
|
USD
|
2025-09-09
| 1,206,208
| 80,772
| 1,125,436
| 1
| 56.4
| 33.5
| 2.7
| 7.5
|
XLF:33.3%;MUB:33.3%;BRK.B:33.3%
|
US:70.4;EU:13.5;APAC:7.1;EM:5.5;Other:3.5
|
Value:+0.6;Growth:-0.8;Quality:-0.7;Size:-0.9;Momentum:-0.1;LowVol:-0.9
| null | 6
| 30
| 5.6
|
trailing 9%
| 207
| 18.8
|
Sideways
| 17.6
| 4.24
| 3.2
| 134
| 18
| 74
| 42
| false
|
NoAction
|
Within bands; monitor
| -1
| -1
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 105
| 18
| 222
| 3
| false
|
Increase defensive factor exposure
|
P1354
|
Systematic
|
401k
|
USD
|
2025-01-07
| 754,190
| 75,187
| 679,003
| 1
| 66
| 21.5
| 3.9
| 8.6
|
TLT:14.9%;BND:24.0%;IEF:30.5%;VNQ:30.5%
|
US:67.2;EU:16.4;APAC:8.0;EM:6.2;Other:2.3
|
Value:-0.7;Growth:+0.4;Quality:+0.9;Size:+0.7;Momentum:+0.6;LowVol:-0.4
|
NoDerivatives
| 6
| 30
| 4.4
|
hard 12%
| 130
| 27.7
|
Bull
| 16.1
| 3.94
| 3.1
| 73
| 49
| 88
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| 13
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| 72
| -46
| 143
| 5
| false
|
Tax-aware sells next window
|
P1355
|
Systematic
|
401k
|
USD
|
2025-01-17
| 418,953
| 40,900
| 378,053
| 1
| 61.4
| 27.6
| 5.8
| 5.1
|
TSLA:33.3%;TLT:33.3%;HYG:33.3%
|
US:73.6;EU:8.2;APAC:9.2;EM:8.5;Other:0.5
|
Value:+0.4;Growth:-0.6;Quality:-0.3;Size:-0.0;Momentum:-0.7;LowVol:-1.0
|
MaxPos6%
| 7
| 25
| 4.9
|
trailing 8%
| 215
| 27.3
|
Sideways
| 18.7
| 3.86
| 3.4
| 106
| 60
| 70
| 50
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -34
|
BrokerC
|
MKT
| 93
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 105
| -18
| 139
| 5
| false
|
Tax-aware sells next window
|
P1356
|
Cautious
|
IRA
|
USD
|
2024-10-05
| 838,547
| 68,559
| 769,988
| 1
| 41.1
| 30.4
| 13.8
| 14.7
|
AAPL:24.4%;VOO:24.4%;GLD:11.4%;BRK.B:24.4%;HYG:15.3%
|
US:68.9;EU:7.6;APAC:14.4;EM:4.9;Other:4.2
|
Value:+0.8;Growth:-0.3;Quality:+0.3;Size:-0.9;Momentum:-0.7;LowVol:-0.3
|
NoDerivatives;NoMargin
| 5
| 30
| 3.4
|
trailing 8%
| 150
| 14.7
|
Volatile
| 20.2
| 4.37
| 2.5
| 147
| -29
| 39
| 35
| false
|
Sell
|
Trim extended winner -1%
| 14
| 5
|
BrokerC
|
MKT
| 98
| null | null |
Normal monitoring
| 110
| -54
| 112
| 4
| false
|
Within IPS guidelines
|
P1357
|
Cautious
|
Taxable
|
USD
|
2025-07-12
| 420,785
| 50,272
| 370,513
| 1
| 37.5
| 34.4
| 17.1
| 11
|
BRK.B:20.6%;VTI:29.6%;IEF:20.2%;MSFT:29.6%
|
US:73.2;EU:8.6;APAC:10.1;EM:4.0;Other:4.1
|
Value:+0.1;Growth:-0.7;Quality:-0.8;Size:-0.2;Momentum:-0.9;LowVol:+0.3
|
MaxPos7%;NoMargin
| 8
| 30
| 4.1
|
hard 10%
| 147
| 19.2
|
Bear
| 32.7
| 3.16
| 2.2
| 148
| -4
| 35
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 25
| 12
|
BrokerB
|
MKT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 59
| -7
| 129
| 2
| false
|
Within IPS guidelines
|
P1358
|
Active
|
IRA
|
USD
|
2025-12-26
| 2,405,159
| 252,366
| 2,152,793
| 1
| 65
| 27.8
| 0
| 7.3
|
VNQ:33.3%;MSFT:33.3%;AMZN:33.3%
|
US:70.0;EU:13.8;APAC:8.6;EM:3.4;Other:4.1
|
Value:-0.7;Growth:+0.5;Quality:+0.9;Size:+0.3;Momentum:+0.1;LowVol:-0.7
|
MaxPos8%
| 5
| 25
| 5.2
|
trailing 8%
| 167
| 21
|
Volatile
| 20.1
| 5.28
| 2.7
| 151
| 42
| 66
| 57
| false
|
Buy
|
Add to core equity +1%
| -9
| -31
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| 19
| -32
| 56
| 3
| false
|
Increase defensive factor exposure
|
P1359
|
Hands-off
|
Taxable
|
USD
|
2025-10-31
| 763,243
| 43,471
| 719,772
| 1
| 72.4
| 22.3
| 0
| 5.2
|
AAPL:33.3%;IEF:33.3%;VOO:33.3%
|
US:66.1;EU:15.2;APAC:10.8;EM:5.7;Other:2.2
|
Value:-0.6;Growth:+0.1;Quality:+0.4;Size:+0.8;Momentum:-0.3;LowVol:-0.6
| null | 6
| 30
| 4.5
|
trailing 8%
| 120
| 19.1
|
Volatile
| 27.5
| 5.06
| 4.2
| 127
| 0
| 40
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -12
|
BrokerA
|
LMT
| 93
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 40
| 13
| 142
| 2
| false
|
Within IPS guidelines
|
P1360
|
Active
|
401k
|
USD
|
2025-07-13
| 903,986
| 84,903
| 819,083
| 1
| 65.8
| 20.9
| 6.1
| 7.3
|
VNQ:14.0%;TLT:20.7%;IEF:23.0%;BND:23.0%;MUB:19.3%
|
US:68.4;EU:7.7;APAC:10.8;EM:10.4;Other:2.7
|
Value:+0.6;Growth:+1.0;Quality:+0.4;Size:+0.1;Momentum:-0.2;LowVol:+0.4
|
NoDerivatives
| 7
| 35
| 5.8
|
trailing 8%
| 169
| 27.8
|
Bull
| 17.1
| 3.76
| 2.3
| 99
| 56
| 66
| 59
| false
|
Buy
|
Add to core equity +1%
| -1
| 11
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -50
| -16
| 77
| 3
| false
|
Monitor dispersion and breadth
|
P1361
|
Hands-off
|
401k
|
USD
|
2025-02-05
| 548,801
| 39,594
| 509,207
| 1
| 58.2
| 15.9
| 17.1
| 8.7
|
VNQ:25.0%;IEF:25.0%;GLD:25.0%;MSFT:25.0%
|
US:69.1;EU:12.6;APAC:9.4;EM:5.3;Other:3.7
|
Value:+0.9;Growth:+0.7;Quality:-0.2;Size:+0.7;Momentum:-1.0;LowVol:+0.5
|
ESGOnly;MaxPos5%;NoDerivatives
| 10
| 30
| 4.4
|
hard 10%
| 91
| 19.3
|
Bear
| 27.6
| 4.46
| 1.4
| 134
| 22
| 72
| 69
| false
|
Sell
|
Trim extended winner -1%
| -15
| -7
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 84
| -19
| 181
| 4
| false
|
Within IPS guidelines
|
P1362
|
Cautious
|
Roth
|
USD
|
2024-12-16
| 336,867
| 49,112
| 287,755
| 1
| 42.2
| 33.9
| 11
| 12.8
|
VOO:27.9%;XLF:27.9%;AMZN:27.9%;BND:16.2%
|
US:72.5;EU:12.4;APAC:10.7;EM:4.4;Other:0.0
|
Value:-0.1;Growth:+0.8;Quality:-0.8;Size:-0.7;Momentum:+0.8;LowVol:-0.2
|
ESGOnly;NoMargin
| 10
| 30
| 4.2
|
trailing 10%
| 110
| 16.9
|
Bear
| 33.2
| 3.07
| 2.6
| 166
| -114
| 5
| 76
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| 14
|
BrokerA
|
LMT
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -46
| -6
| 16
| 4
| false
|
Tax-aware sells next window
|
P1363
|
Opportunistic
|
IRA
|
USD
|
2024-12-06
| 407,859
| 12,297
| 395,562
| 1
| 73.6
| 12.2
| 7.8
| 6.4
|
VNQ:19.3%;MUB:23.0%;MSFT:19.5%;AAPL:17.9%;TLT:11.1%;VTI:9.2%
|
US:70.7;EU:12.9;APAC:9.9;EM:5.9;Other:0.6
|
Value:-0.5;Growth:-0.9;Quality:+0.8;Size:-0.1;Momentum:+1.0;LowVol:+0.4
|
MaxPos7%;NoDerivatives
| 8
| 25
| 6.3
|
trailing 9%
| 239
| 29.3
|
Sideways
| 15.9
| 3.7
| 2.1
| 118
| 34
| 75
| 53
| false
|
Buy
|
Add to core equity +1%
| 33
| -12
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| -45
| 1
| 37
| 3
| false
|
Tax-aware sells next window
|
P1364
|
Opportunistic
|
IRA
|
USD
|
2024-11-22
| 1,124,045
| 62,546
| 1,061,499
| 1.21
| 62.2
| 11.7
| 21.7
| 4.5
|
VTI:20.5%;MSFT:12.8%;GLD:25.9%;MUB:14.9%;TSLA:25.9%
|
US:70.0;EU:14.9;APAC:8.8;EM:3.1;Other:3.2
|
Value:+0.2;Growth:-0.7;Quality:+0.9;Size:+0.7;Momentum:+0.2;LowVol:-0.1
|
MaxPos5%
| 5
| 25
| 4.5
|
trailing 7%
| 186
| 22.2
|
Volatile
| 31.5
| 5.33
| 3.7
| 135
| 6
| 66
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| 5
|
BrokerB
|
MKT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 35
| 5
| 10
| 5
| false
|
Monitor dispersion and breadth
|
P1365
|
Opportunistic
|
IRA
|
USD
|
2025-06-23
| 767,609
| 65,107
| 702,502
| 1
| 62.3
| 18.1
| 11.4
| 8.1
|
TSLA:21.0%;QQQ:24.8%;VOO:13.2%;MSFT:24.8%;IEF:16.3%
|
US:74.3;EU:5.9;APAC:11.4;EM:4.1;Other:4.3
|
Value:+0.7;Growth:+0.7;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:+0.6
|
NoDerivatives
| 6
| 30
| 4
|
trailing 9%
| 195
| 27.7
|
Bull
| 16.3
| 3.54
| 2.2
| 92
| 25
| 67
| 47
| false
|
Buy
|
Add to core equity +1%
| 0
| 9
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| -55
| 2
| -82
| 5
| false
|
Monitor dispersion and breadth
|
P1366
|
Cautious
|
401k
|
USD
|
2025-01-24
| 163,994
| 18,530
| 145,464
| 1
| 51.2
| 32.8
| 3.3
| 12.7
|
HYG:33.3%;AMZN:33.3%;TSLA:33.3%
|
US:67.5;EU:15.6;APAC:8.3;EM:8.2;Other:0.5
|
Value:-0.5;Growth:-0.6;Quality:+0.5;Size:0.0;Momentum:+0.2;LowVol:+0.6
|
ESGOnly;NoMargin
| 7
| 25
| 3.2
|
hard 10%
| 135
| 13.4
|
Bear
| 34.6
| 3.16
| 2.6
| 145
| 33
| 61
| 86
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| -3
|
BrokerC
|
MKT
| 88
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -58
| -48
| -3
| 3
| false
|
Increase defensive factor exposure
|
P1367
|
Active
|
IRA
|
USD
|
2024-12-29
| 2,465,640
| 193,881
| 2,271,759
| 1.16
| 58.5
| 29.8
| 5.3
| 6.4
|
VNQ:13.4%;VOO:19.1%;AAPL:23.6%;TLT:19.2%;QQQ:24.8%
|
US:61.9;EU:22.2;APAC:9.3;EM:3.4;Other:3.1
|
Value:+0.7;Growth:+0.7;Quality:-0.2;Size:-0.2;Momentum:-0.9;LowVol:0.0
| null | 6
| 35
| 4.6
|
hard 12%
| 169
| 16.2
|
Volatile
| 21.4
| 5.34
| 4.1
| 118
| -28
| 22
| 61
| false
|
Buy
|
Add to core equity +1%
| -15
| 5
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 6
| -49
| 82
| 5
| false
|
Monitor dispersion and breadth
|
P1368
|
Cautious
|
IRA
|
USD
|
2025-09-28
| 367,244
| 37,291
| 329,953
| 1
| 42.6
| 31.4
| 10.4
| 15.7
|
BND:19.2%;AAPL:26.9%;TLT:26.9%;IEF:26.9%
|
US:68.3;EU:12.2;APAC:9.4;EM:9.2;Other:0.8
|
Value:-0.1;Growth:-0.0;Quality:-0.2;Size:+0.8;Momentum:-0.3;LowVol:+0.1
|
MaxPos6%;NoMargin
| 8
| 35
| 4.4
|
trailing 8%
| 102
| 18.7
|
Sideways
| 16.7
| 4.89
| 2.5
| 135
| -7
| 57
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| -36
|
BrokerD
|
LMT
| 100
| null | null |
Normal monitoring
| -38
| 7
| 47
| 3
| false
|
Tighten stops on momentum names
|
P1369
|
Opportunistic
|
Taxable
|
USD
|
2025-05-14
| 1,509,724
| 122,702
| 1,387,022
| 1.13
| 74.4
| 13.5
| 4.4
| 7.6
|
QQQ:18.5%;BND:23.0%;TSLA:23.0%;HYG:23.0%;XLF:12.6%
|
US:75.3;EU:8.2;APAC:5.8;EM:10.0;Other:0.8
|
Value:-0.5;Growth:-0.6;Quality:+0.4;Size:+0.5;Momentum:-0.3;LowVol:-0.9
|
MaxPos7%
| 5
| 25
| 4.2
|
trailing 7%
| 207
| 32
|
Bear
| 31.1
| 4.23
| 1.6
| 204
| -71
| 6
| 95
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| -4
|
BrokerB
|
LMT
| 89
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 96
| -46
| 72
| 5
| false
|
Tax-aware sells next window
|
P1370
|
Hands-off
|
401k
|
USD
|
2025-08-13
| 288,703
| 23,499
| 265,204
| 1
| 55.5
| 28.6
| 6.2
| 9.7
|
GLD:33.3%;IEF:33.3%;TLT:33.3%
|
US:68.1;EU:16.3;APAC:10.5;EM:3.0;Other:2.1
|
Value:+1.0;Growth:+0.5;Quality:+1.0;Size:-0.2;Momentum:+0.5;LowVol:-0.8
|
MaxPos8%;NoDerivatives
| 5
| 30
| 5.7
|
hard 10%
| 143
| 18.7
|
Sideways
| 17
| 4.36
| 2.4
| 105
| 1
| 49
| 44
| false
|
Sell
|
Trim extended winner -1%
| -3
| 2
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 69
| 12
| 142
| 5
| false
|
Tax-aware sells next window
|
P1371
|
Active
|
401k
|
USD
|
2025-04-04
| 2,289,018
| 168,109
| 2,120,909
| 1
| 60.5
| 25
| 5
| 9.5
|
MUB:22.2%;AMZN:12.7%;TLT:22.2%;GLD:20.7%;HYG:22.2%
|
US:64.3;EU:11.7;APAC:11.1;EM:8.8;Other:4.1
|
Value:-0.7;Growth:+0.1;Quality:+0.2;Size:+0.6;Momentum:-0.9;LowVol:+0.6
|
MaxPos5%;NoDerivatives
| 5
| 25
| 5.1
|
trailing 8%
| 127
| 19.3
|
Bear
| 25.3
| 3.62
| 1.8
| 201
| 9
| 65
| 58
| false
|
Sell
|
Trim extended winner -1%
| 28
| -17
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| -8
| -35
| 66
| 4
| false
|
Increase defensive factor exposure
|
P1372
|
Systematic
|
401k
|
USD
|
2024-09-09
| 1,635,434
| 132,609
| 1,502,825
| 1
| 66.2
| 23.1
| 3.2
| 7.4
|
QQQ:24.4%;TSLA:24.4%;IEF:24.4%;BRK.B:12.9%;AAPL:14.0%
|
US:76.5;EU:6.6;APAC:11.2;EM:3.5;Other:2.2
|
Value:+1.0;Growth:+0.3;Quality:-0.2;Size:-0.6;Momentum:+0.9;LowVol:-1.0
| null | 6
| 35
| 5.9
|
trailing 8%
| 182
| 27.1
|
Bear
| 29.5
| 3.25
| 2.6
| 150
| -68
| 27
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 0
| 7
|
BrokerD
|
MKT
| 90
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -29
| -27
| -44
| 2
| true
|
Increase defensive factor exposure
|
P1373
|
Systematic
|
IRA
|
USD
|
2024-11-05
| 1,164,373
| 97,174
| 1,067,199
| 1
| 64.5
| 30.7
| 0
| 4.8
|
HYG:23.2%;TSLA:23.2%;AAPL:23.2%;IEF:9.4%;VNQ:20.9%
|
US:66.1;EU:20.9;APAC:8.2;EM:3.5;Other:1.4
|
Value:-0.7;Growth:+0.7;Quality:-0.3;Size:+0.7;Momentum:+0.7;LowVol:-0.4
|
MaxPos6%
| 5
| 30
| 4.7
|
hard 12%
| 125
| 26.2
|
Sideways
| 18.4
| 4.82
| 2.8
| 124
| 11
| 55
| 46
| false
|
Buy
|
Add to core equity +1%
| -6
| 8
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 38
| -31
| 80
| 4
| false
|
Monitor dispersion and breadth
|
P1374
|
Systematic
|
401k
|
USD
|
2025-05-25
| 1,922,401
| 122,396
| 1,800,005
| 1
| 61
| 27.3
| 2
| 9.7
|
BRK.B:20.6%;TSLA:16.0%;VOO:17.9%;IEF:9.0%;AMZN:15.3%;MSFT:21.1%
|
US:71.2;EU:11.2;APAC:7.8;EM:9.5;Other:0.3
|
Value:-0.8;Growth:+0.3;Quality:-0.0;Size:-0.1;Momentum:-0.9;LowVol:+0.1
| null | 5
| 30
| 4.2
|
hard 12%
| 142
| 18.4
|
Bear
| 22.4
| 3.43
| 1.8
| 163
| 7
| 49
| 68
| false
|
Buy
|
Add to core equity +1%
| 26
| 4
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| 5
| -54
| 60
| 3
| false
|
Tighten stops on momentum names
|
P1375
|
Opportunistic
|
Taxable
|
USD
|
2024-11-29
| 751,887
| 50,497
| 701,390
| 1
| 72.4
| 13.5
| 7.4
| 6.7
|
BRK.B:37.4%;VOO:37.4%;IEF:25.1%
|
US:65.2;EU:8.0;APAC:14.2;EM:11.6;Other:1.1
|
Value:0.0;Growth:-0.7;Quality:0.0;Size:+0.8;Momentum:-0.8;LowVol:-0.6
| null | 7
| 25
| 4.2
|
trailing 7%
| 172
| 28.4
|
Bear
| 30.4
| 4.44
| 1.8
| 192
| -74
| 23
| 92
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| -27
|
BrokerD
|
MKT
| 86
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 45
| 18
| 183
| 5
| false
|
Tighten stops on momentum names
|
P1376
|
Opportunistic
|
401k
|
USD
|
2025-12-04
| 877,311
| 58,384
| 818,927
| 1
| 75.4
| 14.4
| 5.6
| 4.6
|
AAPL:21.3%;QQQ:13.7%;TLT:15.8%;MUB:15.5%;HYG:12.4%;VTI:21.3%
|
US:65.1;EU:16.5;APAC:9.7;EM:7.1;Other:1.5
|
Value:+0.9;Growth:-0.1;Quality:-0.7;Size:-1.0;Momentum:0.0;LowVol:+0.5
| null | 6
| 35
| 5.4
|
trailing 7%
| 208
| 31.1
|
Volatile
| 31.7
| 4.42
| 4.2
| 110
| 31
| 69
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| 7
| 5
|
BrokerA
|
VWAP
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 25
| -60
| 41
| 5
| true
|
Tighten stops on momentum names
|
P1377
|
Cautious
|
IRA
|
USD
|
2025-06-09
| 154,609
| 17,514
| 137,095
| 1
| 42.9
| 42.1
| 0
| 15
|
VOO:13.4%;VNQ:20.7%;VTI:18.8%;BND:18.3%;BRK.B:18.2%;IEF:10.5%
|
US:73.7;EU:8.4;APAC:6.6;EM:7.3;Other:3.9
|
Value:-0.4;Growth:+0.8;Quality:-0.7;Size:-0.5;Momentum:+0.5;LowVol:+0.5
|
MaxPos5%;NoMargin
| 7
| 25
| 5
|
hard 10%
| 140
| 19.2
|
Sideways
| 18.4
| 4.59
| 3.2
| 139
| -4
| 46
| 43
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 18
| -39
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 20
| -43
| 59
| 5
| false
|
Tax-aware sells next window
|
P1378
|
Active
|
Roth
|
USD
|
2024-08-02
| 1,343,851
| 126,364
| 1,217,487
| 1.12
| 55.1
| 24
| 12
| 9
|
VTI:24.3%;BRK.B:12.2%;GLD:24.3%;VOO:14.7%;XLF:24.3%
|
US:70.7;EU:13.6;APAC:6.8;EM:7.0;Other:1.9
|
Value:0.0;Growth:+0.1;Quality:-0.1;Size:-0.4;Momentum:+0.7;LowVol:+0.1
| null | 7
| 30
| 4.7
|
trailing 8%
| 158
| 19.4
|
Bear
| 34.2
| 4.31
| 1.5
| 147
| -59
| 15
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 23
| -14
|
BrokerC
|
LMT
| 96
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -31
| -24
| -50
| 4
| false
|
Monitor dispersion and breadth
|
P1379
|
Opportunistic
|
IRA
|
USD
|
2025-04-07
| 917,600
| 46,595
| 871,005
| 1
| 65.1
| 21.1
| 9.5
| 4.3
|
VNQ:21.5%;AAPL:21.9%;AMZN:13.0%;TSLA:21.9%;IEF:21.9%
|
US:51.6;EU:18.9;APAC:13.2;EM:11.9;Other:4.4
|
Value:+0.5;Growth:-0.1;Quality:+0.8;Size:-0.5;Momentum:+0.4;LowVol:-0.7
|
NoDerivatives
| 5
| 25
| 5.2
|
trailing 7%
| 185
| 21.6
|
Sideways
| 19.4
| 4.83
| 2.8
| 108
| 22
| 73
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| 9
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 60
| -48
| 174
| 4
| false
|
Tighten stops on momentum names
|
P1380
|
Opportunistic
|
IRA
|
USD
|
2025-06-30
| 1,470,440
| 78,458
| 1,391,982
| 1.18
| 61.4
| 19.1
| 11.5
| 8
|
TLT:26.7%;AMZN:26.7%;BRK.B:23.2%;IEF:23.3%
|
US:63.0;EU:15.3;APAC:9.5;EM:9.6;Other:2.5
|
Value:-0.1;Growth:+0.6;Quality:+0.3;Size:+0.4;Momentum:+0.1;LowVol:-0.3
| null | 7
| 25
| 4.3
|
trailing 9%
| 265
| 22.4
|
Volatile
| 30.8
| 5.19
| 2.8
| 158
| 31
| 58
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -1
| -28
|
BrokerC
|
MKT
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -32
| 15
| -64
| 5
| false
|
Within IPS guidelines
|
P1381
|
Opportunistic
|
401k
|
USD
|
2025-10-27
| 1,460,984
| 78,421
| 1,382,563
| 1.14
| 67.5
| 14.4
| 9.2
| 8.9
|
MUB:21.7%;VOO:26.1%;BRK.B:26.1%;GLD:26.1%
|
US:62.0;EU:14.6;APAC:14.1;EM:8.0;Other:1.3
|
Value:-0.1;Growth:+0.4;Quality:+0.4;Size:-0.9;Momentum:-0.9;LowVol:-0.0
| null | 7
| 25
| 5.5
|
trailing 9%
| 256
| 24.9
|
Volatile
| 24.3
| 4.95
| 3.8
| 121
| 74
| 93
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 8
| -39
|
BrokerA
|
LMT
| 96
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 80
| 0
| 48
| 2
| false
|
Increase defensive factor exposure
|
P1382
|
Opportunistic
|
Taxable
|
USD
|
2025-07-27
| 483,003
| 43,454
| 439,549
| 1
| 74.1
| 18.1
| 3.8
| 4.1
|
MUB:13.3%;IEF:10.2%;AMZN:10.4%;AAPL:21.2%;VTI:22.4%;MSFT:22.4%
|
US:69.3;EU:11.9;APAC:8.0;EM:7.7;Other:3.0
|
Value:-0.4;Growth:+1.0;Quality:+0.5;Size:+0.9;Momentum:-0.4;LowVol:+0.6
| null | 6
| 25
| 4.3
|
hard 12%
| 177
| 28
|
Bull
| 15
| 3.86
| 3.4
| 115
| 84
| 94
| 64
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| -11
|
BrokerD
|
MKT
| 87
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -50
| -1
| 43
| 4
| false
|
Tax-aware sells next window
|
P1383
|
Active
|
Trust
|
USD
|
2024-08-28
| 1,953,701
| 122,937
| 1,830,764
| 1.18
| 50.8
| 27.2
| 15.1
| 7
|
QQQ:24.9%;VTI:14.4%;AMZN:20.3%;TSLA:24.9%;BRK.B:15.6%
|
US:66.1;EU:19.6;APAC:7.2;EM:4.6;Other:2.6
|
Value:+0.3;Growth:+0.4;Quality:-0.4;Size:-0.3;Momentum:+1.0;LowVol:-0.5
|
NoDerivatives
| 10
| 30
| 5.8
|
trailing 9%
| 183
| 22.5
|
Volatile
| 27.5
| 3.53
| 3.9
| 166
| -7
| 33
| 61
| false
|
Sell
|
Trim extended winner -1%
| 7
| 10
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 120
| 6
| 220
| 4
| false
|
Tighten stops on momentum names
|
P1384
|
Active
|
Roth
|
USD
|
2025-03-10
| 2,140,411
| 253,785
| 1,886,626
| 1.15
| 61.6
| 23
| 10
| 5.4
|
TLT:17.5%;HYG:9.4%;QQQ:19.2%;IEF:17.1%;TSLA:22.2%;BRK.B:14.5%
|
US:68.0;EU:12.8;APAC:10.6;EM:5.6;Other:3.1
|
Value:+0.7;Growth:+0.9;Quality:-0.0;Size:+0.8;Momentum:+0.3;LowVol:-0.4
|
MaxPos5%
| 10
| 35
| 5.4
|
trailing 8%
| 180
| 24.6
|
Sideways
| 20
| 4.8
| 3.2
| 92
| 20
| 68
| 52
| false
|
Buy
|
Add to core equity +1%
| 22
| -32
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 28
| -15
| 96
| 4
| false
|
Tighten stops on momentum names
|
P1385
|
Hands-off
|
Trust
|
USD
|
2024-07-25
| 444,982
| 41,909
| 403,073
| 1
| 67.4
| 24.9
| 0
| 7.7
|
HYG:33.3%;VTI:33.3%;MSFT:33.3%
|
US:69.1;EU:10.5;APAC:11.0;EM:5.9;Other:3.6
|
Value:+0.8;Growth:+0.2;Quality:+1.0;Size:-0.8;Momentum:-0.6;LowVol:+0.4
|
MaxPos7%;NoDerivatives
| 7
| 30
| 3.2
|
trailing 8%
| 126
| 17.2
|
Bull
| 11.9
| 4.18
| 3
| 82
| 66
| 92
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| 2
|
BrokerC
|
MKT
| 98
| null | null |
Normal monitoring
| 92
| 11
| 199
| 5
| false
|
Tighten stops on momentum names
|
P1386
|
Cautious
|
Trust
|
USD
|
2025-01-22
| 534,942
| 62,398
| 472,544
| 1
| 51.5
| 33.9
| 0
| 14.5
|
GLD:33.3%;VOO:33.3%;VTI:33.3%
|
US:73.9;EU:12.5;APAC:6.1;EM:4.5;Other:3.1
|
Value:+0.7;Growth:-0.9;Quality:+0.8;Size:-0.6;Momentum:-0.8;LowVol:-0.2
|
MaxPos5%;NoMargin
| 6
| 25
| 4.8
|
hard 10%
| 144
| 12.3
|
Sideways
| 16.4
| 3.71
| 2.1
| 117
| 16
| 59
| 39
| false
|
Sell
|
Trim extended winner -1%
| 18
| 14
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| -24
| -19
| 66
| 5
| false
|
Tighten stops on momentum names
|
P1387
|
Opportunistic
|
Roth
|
USD
|
2024-07-17
| 1,218,144
| 58,941
| 1,159,203
| 1.24
| 65.8
| 11.1
| 17.4
| 5.7
|
MSFT:18.2%;AAPL:18.7%;VNQ:21.6%;GLD:18.2%;TLT:15.1%;MUB:8.1%
|
US:56.1;EU:16.0;APAC:15.8;EM:6.9;Other:5.3
|
Value:-0.3;Growth:0.0;Quality:-0.7;Size:+0.6;Momentum:+0.4;LowVol:-0.2
|
NoDerivatives
| 6
| 25
| 6.1
|
trailing 7%
| 217
| 29.4
|
Volatile
| 26.3
| 4.64
| 3.5
| 174
| 77
| 88
| 64
| false
|
Sell
|
Trim extended winner -1%
| 17
| -18
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| 35
| -43
| 13
| 5
| false
|
Monitor dispersion and breadth
|
P1388
|
Hands-off
|
Roth
|
USD
|
2024-07-07
| 470,608
| 32,698
| 437,910
| 1
| 63.4
| 27.5
| 0
| 9.1
|
BND:33.3%;HYG:33.3%;QQQ:33.3%
|
US:69.6;EU:6.8;APAC:12.6;EM:5.0;Other:6.0
|
Value:+0.8;Growth:-0.4;Quality:+0.8;Size:-0.2;Momentum:+0.7;LowVol:+0.6
| null | 8
| 35
| 3.9
|
trailing 8%
| 132
| 19.9
|
Sideways
| 16
| 3.66
| 2
| 106
| 23
| 51
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -17
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 46
| -44
| 67
| 4
| false
|
Tax-aware sells next window
|
P1389
|
Active
|
401k
|
USD
|
2025-07-06
| 1,293,588
| 123,196
| 1,170,392
| 1
| 60.9
| 28.7
| 3.4
| 7
|
QQQ:21.3%;VOO:17.9%;BND:18.2%;VTI:21.3%;BRK.B:21.3%
|
US:69.0;EU:11.6;APAC:5.9;EM:9.1;Other:4.4
|
Value:0.0;Growth:-0.0;Quality:-0.6;Size:-0.2;Momentum:+0.2;LowVol:-0.8
| null | 8
| 25
| 4.6
|
hard 12%
| 203
| 17.1
|
Sideways
| 14.7
| 4.44
| 2.9
| 133
| -4
| 55
| 38
| false
|
Buy
|
Add to core equity +1%
| 20
| 2
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 44
| 10
| 14
| 3
| false
|
Tax-aware sells next window
|
P1390
|
Active
|
Taxable
|
USD
|
2024-07-28
| 1,925,572
| 167,547
| 1,758,025
| 1
| 65.7
| 27.9
| 0
| 6.4
|
TSLA:33.3%;BRK.B:33.3%;AMZN:33.3%
|
US:66.8;EU:13.6;APAC:9.0;EM:10.1;Other:0.5
|
Value:-0.9;Growth:-0.4;Quality:-0.6;Size:-0.9;Momentum:+0.4;LowVol:+0.9
|
MaxPos7%
| 5
| 30
| 5.1
|
trailing 8%
| 191
| 17.4
|
Bull
| 16.9
| 4.43
| 3.4
| 73
| 75
| 83
| 59
| false
|
Buy
|
Add to core equity +1%
| -4
| -26
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 43
| -49
| 51
| 5
| false
|
Within IPS guidelines
|
P1391
|
Systematic
|
IRA
|
USD
|
2025-08-20
| 659,874
| 56,880
| 602,994
| 1
| 69.2
| 20.9
| 4.6
| 5.3
|
MUB:7.4%;BND:20.7%;AMZN:20.7%;IEF:18.7%;AAPL:19.4%;QQQ:13.0%
|
US:72.3;EU:7.0;APAC:10.0;EM:10.1;Other:0.6
|
Value:+0.9;Growth:-0.9;Quality:-0.5;Size:+0.8;Momentum:-0.6;LowVol:+0.6
| null | 5
| 25
| 4
|
trailing 8%
| 121
| 17.8
|
Bull
| 16.8
| 4.35
| 3.2
| 70
| 77
| 85
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| -19
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| 90
| 11
| 184
| 4
| false
|
Within IPS guidelines
|
P1392
|
Hands-off
|
Taxable
|
USD
|
2024-07-05
| 594,279
| 57,072
| 537,207
| 1
| 58.7
| 20.9
| 13.8
| 6.6
|
QQQ:22.9%;TLT:22.9%;MUB:16.1%;AMZN:22.9%;VTI:15.1%
|
US:69.9;EU:16.9;APAC:4.7;EM:6.0;Other:2.5
|
Value:+0.4;Growth:+0.8;Quality:-0.1;Size:-0.7;Momentum:-0.0;LowVol:+0.4
|
ESGOnly
| 10
| 30
| 5.1
|
trailing 8%
| 134
| 18.3
|
Sideways
| 21.7
| 4.72
| 3.2
| 105
| -13
| 41
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -5
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 46
| 6
| 173
| 5
| false
|
Tighten stops on momentum names
|
P1393
|
Opportunistic
|
Roth
|
USD
|
2024-12-24
| 1,522,064
| 103,561
| 1,418,503
| 1.12
| 65.6
| 17.3
| 12.5
| 4.6
|
MSFT:11.1%;BRK.B:25.4%;AAPL:25.4%;VNQ:12.6%;VTI:25.4%
|
US:64.2;EU:14.1;APAC:8.7;EM:8.6;Other:4.3
|
Value:-0.7;Growth:-0.6;Quality:+0.5;Size:-0.4;Momentum:+0.3;LowVol:-0.9
|
NoDerivatives
| 7
| 25
| 5
|
hard 12%
| 243
| 34.9
|
Volatile
| 21.1
| 5.3
| 4
| 176
| 76
| 95
| 51
| false
|
Buy
|
Add to core equity +1%
| -10
| -20
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 44
| -30
| 165
| 3
| false
|
Monitor dispersion and breadth
|
P1394
|
Hands-off
|
IRA
|
USD
|
2025-03-05
| 352,913
| 24,428
| 328,485
| 1
| 55.8
| 17.9
| 17.4
| 9
|
VNQ:14.0%;MUB:28.7%;QQQ:28.7%;VOO:28.7%
|
US:68.3;EU:9.1;APAC:10.1;EM:8.1;Other:4.4
|
Value:+0.2;Growth:-0.5;Quality:+0.4;Size:-0.9;Momentum:-0.1;LowVol:-0.8
| null | 7
| 30
| 5.2
|
trailing 8%
| 111
| 18.2
|
Bear
| 31.5
| 4.29
| 1.6
| 203
| -87
| 21
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| -27
|
BrokerC
|
MKT
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 88
| 17
| 77
| 3
| false
|
Tighten stops on momentum names
|
P1395
|
Hands-off
|
Trust
|
USD
|
2025-04-07
| 161,914
| 8,283
| 153,631
| 1
| 67.5
| 24.9
| 0
| 7.6
|
BRK.B:20.8%;VTI:9.1%;MSFT:17.1%;TLT:20.8%;VOO:20.8%;BND:11.2%
|
US:69.4;EU:12.5;APAC:6.5;EM:6.6;Other:4.9
|
Value:+0.2;Growth:+0.3;Quality:+0.4;Size:+0.1;Momentum:+0.5;LowVol:+1.0
|
MaxPos6%;NoDerivatives
| 8
| 35
| 4.5
|
trailing 8%
| 127
| 14.3
|
Volatile
| 26.7
| 4.34
| 4.1
| 142
| 80
| 91
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| 8
|
BrokerB
|
MKT
| 90
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 15
| -50
| -18
| 5
| false
|
Increase defensive factor exposure
|
P1396
|
Active
|
Trust
|
USD
|
2025-05-16
| 1,027,872
| 94,485
| 933,387
| 1
| 62.1
| 28.4
| 0
| 9.5
|
IEF:33.3%;AMZN:33.3%;VTI:33.3%
|
US:69.8;EU:10.1;APAC:9.7;EM:9.7;Other:0.7
|
Value:-0.0;Growth:+0.4;Quality:-0.3;Size:+0.1;Momentum:+0.9;LowVol:-0.5
| null | 10
| 35
| 4.9
|
trailing 8%
| 195
| 21.1
|
Bull
| 16.4
| 4.47
| 2.4
| 116
| 62
| 71
| 56
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -12
|
BrokerB
|
MKT
| 100
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 54
| -46
| 157
| 2
| false
|
Tighten stops on momentum names
|
P1397
|
Hands-off
|
Trust
|
USD
|
2025-09-07
| 679,279
| 27,780
| 651,499
| 1
| 67.5
| 21.7
| 5.2
| 5.6
|
VTI:11.2%;HYG:24.4%;GLD:15.4%;MSFT:24.4%;IEF:24.4%
|
US:65.0;EU:11.7;APAC:11.1;EM:7.9;Other:4.3
|
Value:+0.1;Growth:-0.9;Quality:+0.9;Size:-0.9;Momentum:-0.8;LowVol:-0.3
| null | 6
| 30
| 3.2
|
trailing 10%
| 119
| 15.4
|
Volatile
| 29.7
| 5.43
| 2.8
| 151
| -45
| 26
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -25
|
BrokerB
|
MKT
| 87
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -46
| 20
| -10
| 3
| false
|
Tax-aware sells next window
|
P1398
|
Cautious
|
Roth
|
USD
|
2024-09-26
| 714,969
| 69,603
| 645,366
| 1
| 46.4
| 36.3
| 0
| 17.3
|
VNQ:17.7%;IEF:27.4%;HYG:27.4%;TSLA:27.4%
|
US:70.1;EU:16.4;APAC:8.4;EM:5.1;Other:0.0
|
Value:-0.3;Growth:+0.5;Quality:+0.4;Size:+0.5;Momentum:-0.2;LowVol:-0.6
|
MaxPos5%;NoMargin
| 5
| 25
| 4.7
|
trailing 8%
| 137
| 15.2
|
Sideways
| 18.8
| 4.23
| 2.7
| 118
| 2
| 62
| 41
| false
|
Buy
|
Add to core equity +1%
| 31
| -24
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 20
| -17
| 55
| 5
| false
|
Monitor dispersion and breadth
|
P1399
|
Hands-off
|
IRA
|
USD
|
2024-07-14
| 384,362
| 25,886
| 358,476
| 1
| 62.7
| 27.8
| 2
| 7.4
|
VOO:16.7%;QQQ:23.3%;BND:13.3%;MUB:23.3%;VNQ:23.3%
|
US:69.8;EU:8.1;APAC:9.8;EM:9.8;Other:2.5
|
Value:+0.5;Growth:-0.5;Quality:+0.7;Size:-0.3;Momentum:+0.9;LowVol:+0.9
|
ESGOnly
| 5
| 25
| 5.4
|
trailing 8%
| 152
| 16.1
|
Sideways
| 14.3
| 4.27
| 2.1
| 140
| 52
| 62
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| 13
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| 101
| -30
| 224
| 4
| false
|
Within IPS guidelines
|
P1400
|
Systematic
|
Trust
|
USD
|
2024-11-12
| 987,295
| 72,530
| 914,765
| 1
| 64.4
| 26.2
| 0
| 9.4
|
HYG:23.1%;MSFT:23.1%;XLF:7.7%;GLD:23.1%;VTI:23.1%
|
US:64.0;EU:13.3;APAC:8.3;EM:8.4;Other:6.0
|
Value:+1.0;Growth:+0.3;Quality:-0.4;Size:-0.2;Momentum:+0.3;LowVol:+0.8
|
MaxPos5%;NoDerivatives
| 5
| 35
| 4.5
|
trailing 9%
| 170
| 26.2
|
Bear
| 27.5
| 3.88
| 2.4
| 152
| -87
| 5
| 67
| false
|
Sell
|
Trim extended winner -1%
| 5
| -7
|
BrokerD
|
VWAP
| 86
| null | null |
Normal monitoring
| 32
| -37
| 106
| 4
| false
|
Tax-aware sells next window
|
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