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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1701
|
Systematic
|
401k
|
USD
|
2024-11-07
| 716,942
| 46,311
| 670,631
| 1
| 62.4
| 32.3
| 0
| 5.3
|
TSLA:25.6%;VOO:23.2%;XLF:25.6%;VNQ:25.6%
|
US:70.5;EU:15.9;APAC:5.3;EM:3.5;Other:4.8
|
Value:+0.5;Growth:+0.1;Quality:+0.4;Size:+0.2;Momentum:+0.4;LowVol:+0.9
|
MaxPos6%;NoDerivatives
| 8
| 35
| 4.6
|
trailing 9%
| 155
| 18.1
|
Volatile
| 20.2
| 4.33
| 3.8
| 141
| 6
| 46
| 63
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 15
| -18
|
BrokerA
|
MKT
| 87
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 91
| -6
| 127
| 3
| false
|
Monitor dispersion and breadth
|
P1702
|
Hands-off
|
401k
|
USD
|
2025-01-21
| 836,010
| 71,560
| 764,450
| 1
| 56.3
| 17.1
| 16.6
| 10
|
XLF:27.8%;VNQ:27.8%;TLT:27.8%;AMZN:16.7%
|
US:77.1;EU:5.3;APAC:8.7;EM:6.5;Other:2.4
|
Value:-0.7;Growth:-0.7;Quality:-0.2;Size:-0.3;Momentum:+0.9;LowVol:+0.8
|
ESGOnly;NoDerivatives
| 10
| 25
| 3.9
|
hard 10%
| 167
| 12.1
|
Bull
| 14.5
| 4.69
| 3.1
| 90
| 66
| 98
| 46
| false
|
Sell
|
Trim extended winner -1%
| 23
| -4
|
BrokerB
|
VWAP
| 90
| null | null |
Normal monitoring
| 53
| -2
| 168
| 3
| false
|
Monitor dispersion and breadth
|
P1703
|
Systematic
|
Roth
|
USD
|
2025-12-09
| 1,398,752
| 131,365
| 1,267,387
| 1
| 69.2
| 21.5
| 3.6
| 5.7
|
QQQ:22.8%;TLT:17.2%;BRK.B:15.0%;MSFT:22.2%;AMZN:22.8%
|
US:68.0;EU:13.4;APAC:13.8;EM:4.1;Other:0.6
|
Value:+0.5;Growth:-0.7;Quality:+0.9;Size:+0.4;Momentum:0.0;LowVol:+0.5
| null | 7
| 30
| 4.9
|
trailing 9%
| 188
| 16.7
|
Bear
| 33.3
| 3.25
| 1.6
| 160
| -27
| 27
| 84
| true
|
Rebalance
|
Rebalance back to target bands
| 35
| 15
|
BrokerD
|
LMT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 16
| -15
| 59
| 2
| false
|
Increase defensive factor exposure
|
P1704
|
Cautious
|
Taxable
|
USD
|
2025-03-26
| 259,142
| 35,448
| 223,694
| 1
| 43.7
| 42.5
| 0
| 13.9
|
BRK.B:28.1%;BND:28.1%;TSLA:15.8%;GLD:28.1%
|
US:64.2;EU:11.4;APAC:12.4;EM:8.6;Other:3.4
|
Value:+1.0;Growth:+0.5;Quality:-0.5;Size:-0.5;Momentum:+0.9;LowVol:-0.2
|
ESGOnly;MaxPos8%;NoMargin
| 7
| 30
| 5.3
|
trailing 10%
| 107
| 12.5
|
Sideways
| 18.3
| 4.44
| 2.4
| 91
| -14
| 38
| 42
| false
|
Buy
|
Add to core equity +1%
| -1
| -10
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 20
| -32
| 121
| 3
| false
|
Monitor dispersion and breadth
|
P1705
|
Systematic
|
401k
|
USD
|
2024-07-06
| 1,398,264
| 58,721
| 1,339,543
| 1
| 62.2
| 21.3
| 8.7
| 7.8
|
TSLA:18.4%;VNQ:21.5%;IEF:16.3%;HYG:10.5%;TLT:11.8%;XLF:21.5%
|
US:66.5;EU:15.1;APAC:11.0;EM:4.8;Other:2.6
|
Value:+0.5;Growth:+0.7;Quality:-0.1;Size:-0.4;Momentum:-0.1;LowVol:+0.2
|
MaxPos7%
| 8
| 35
| 4
|
trailing 8%
| 129
| 23.6
|
Bear
| 22.5
| 4.35
| 1.4
| 172
| 17
| 47
| 65
| false
|
Buy
|
Add to core equity +1%
| 18
| -25
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 22
| -32
| 100
| 4
| false
|
Tighten stops on momentum names
|
P1706
|
Opportunistic
|
Taxable
|
USD
|
2025-04-28
| 869,460
| 70,889
| 798,571
| 1
| 63.1
| 15.6
| 15.3
| 5.9
|
BRK.B:8.4%;TSLA:20.9%;BND:16.9%;QQQ:13.1%;IEF:20.9%;MUB:19.8%
|
US:64.9;EU:14.8;APAC:12.0;EM:5.8;Other:2.5
|
Value:+0.5;Growth:+0.5;Quality:-0.1;Size:-0.7;Momentum:-0.8;LowVol:-0.4
|
NoDerivatives
| 5
| 25
| 6.2
|
trailing 9%
| 191
| 32.5
|
Bull
| 15.1
| 3.81
| 2.6
| 79
| 76
| 80
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -9
|
BrokerB
|
VWAP
| 90
| null | null |
Normal monitoring
| 115
| 0
| 158
| 3
| false
|
Tax-aware sells next window
|
P1707
|
Active
|
Taxable
|
USD
|
2025-09-18
| 2,272,902
| 144,029
| 2,128,873
| 1
| 69.8
| 22.9
| 0.5
| 6.8
|
BND:33.3%;IEF:33.3%;AMZN:33.3%
|
US:64.9;EU:12.8;APAC:9.5;EM:7.5;Other:5.3
|
Value:+0.2;Growth:+0.4;Quality:+0.8;Size:-1.0;Momentum:-0.4;LowVol:+0.1
|
MaxPos8%
| 7
| 30
| 4.4
|
trailing 9%
| 193
| 23.3
|
Volatile
| 26.7
| 4.13
| 2.7
| 156
| -57
| 26
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| -39
|
BrokerC
|
MKT
| 96
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 59
| 18
| 176
| 2
| false
|
Tax-aware sells next window
|
P1708
|
Active
|
IRA
|
USD
|
2024-10-13
| 1,541,228
| 111,200
| 1,430,028
| 1
| 50.7
| 29
| 14.1
| 6.2
|
BRK.B:25.0%;GLD:25.0%;XLF:25.0%;VTI:25.0%
|
US:71.1;EU:8.3;APAC:11.0;EM:4.6;Other:5.0
|
Value:-0.8;Growth:+0.5;Quality:0.0;Size:-0.6;Momentum:+0.9;LowVol:-0.9
|
MaxPos6%
| 10
| 25
| 4.6
|
trailing 8%
| 167
| 26.4
|
Volatile
| 29.9
| 4.25
| 2.9
| 144
| 20
| 75
| 61
| false
|
Sell
|
Trim extended winner -1%
| 12
| -24
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 76
| -60
| 58
| 5
| false
|
Monitor dispersion and breadth
|
P1709
|
Active
|
401k
|
USD
|
2025-09-25
| 845,845
| 60,943
| 784,902
| 1
| 54.8
| 24.7
| 13.8
| 6.7
|
AMZN:29.2%;QQQ:29.2%;HYG:19.1%;VNQ:22.6%
|
US:74.9;EU:6.1;APAC:7.6;EM:9.0;Other:2.5
|
Value:+0.4;Growth:-1.0;Quality:-0.0;Size:-0.8;Momentum:+0.2;LowVol:+0.8
| null | 6
| 35
| 5.8
|
hard 12%
| 162
| 25.5
|
Bull
| 16.9
| 4.93
| 3.1
| 105
| 50
| 60
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -11
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -18
| 2
| 67
| 4
| false
|
Tax-aware sells next window
|
P1710
|
Active
|
Roth
|
USD
|
2024-11-01
| 2,131,770
| 235,518
| 1,896,252
| 1.21
| 54.1
| 20.8
| 19.9
| 5.3
|
AAPL:13.9%;BRK.B:24.3%;AMZN:21.9%;MUB:26.4%;GLD:13.6%
|
US:80.4;EU:6.2;APAC:6.2;EM:7.1;Other:0.1
|
Value:-0.5;Growth:-0.5;Quality:+0.8;Size:-0.3;Momentum:-0.6;LowVol:+1.0
|
NoDerivatives
| 8
| 25
| 5.4
|
trailing 8%
| 221
| 16.7
|
Bull
| 17.8
| 4.93
| 2.9
| 78
| 50
| 68
| 55
| false
|
Sell
|
Trim extended winner -1%
| 20
| -23
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| -39
| -22
| -7
| 3
| false
|
Within IPS guidelines
|
P1711
|
Opportunistic
|
Taxable
|
USD
|
2024-09-04
| 1,047,533
| 81,726
| 965,807
| 1.23
| 66.8
| 11.7
| 15.5
| 6
|
AAPL:20.4%;HYG:19.1%;QQQ:9.5%;BND:18.6%;TSLA:20.2%;VOO:12.2%
|
US:70.2;EU:9.0;APAC:10.3;EM:6.5;Other:4.1
|
Value:-1.0;Growth:+0.7;Quality:+0.8;Size:-0.1;Momentum:-0.4;LowVol:-0.6
|
NoDerivatives
| 8
| 25
| 6.7
|
trailing 7%
| 196
| 33.1
|
Sideways
| 21.4
| 4.6
| 2.6
| 91
| 18
| 62
| 66
| false
|
Buy
|
Add to core equity +1%
| 11
| -32
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| 41
| -48
| 118
| 4
| false
|
Tax-aware sells next window
|
P1712
|
Cautious
|
Taxable
|
USD
|
2025-07-27
| 654,126
| 75,129
| 578,997
| 1
| 44.4
| 38.3
| 1.8
| 15.6
|
VOO:22.8%;TLT:11.7%;GLD:23.5%;VTI:23.5%;VNQ:18.6%
|
US:70.6;EU:16.1;APAC:5.7;EM:4.8;Other:2.8
|
Value:0.0;Growth:+0.5;Quality:-0.3;Size:-0.9;Momentum:+0.9;LowVol:-0.4
|
ESGOnly;NoMargin
| 8
| 30
| 4.9
|
trailing 8%
| 104
| 17
|
Sideways
| 17.3
| 4.58
| 2.3
| 97
| 18
| 61
| 43
| false
|
NoAction
|
Within bands; monitor
| 9
| -22
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -16
| -12
| 73
| 4
| false
|
Within IPS guidelines
|
P1713
|
Hands-off
|
IRA
|
USD
|
2025-12-15
| 390,032
| 18,572
| 371,460
| 1
| 66.3
| 15.2
| 9.3
| 9.2
|
VOO:27.0%;TLT:21.6%;IEF:24.3%;AMZN:27.0%
|
US:69.4;EU:12.0;APAC:7.2;EM:10.1;Other:1.3
|
Value:-0.0;Growth:+0.8;Quality:-0.3;Size:-0.1;Momentum:0.0;LowVol:+0.6
|
MaxPos6%
| 8
| 25
| 5.1
|
hard 10%
| 135
| 17.4
|
Volatile
| 30.1
| 4.94
| 2.3
| 122
| -7
| 39
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| -1
| -20
|
BrokerB
|
LMT
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 99
| 19
| 204
| 3
| false
|
Increase defensive factor exposure
|
P1714
|
Systematic
|
Trust
|
USD
|
2024-10-20
| 855,962
| 61,255
| 794,707
| 1
| 67.7
| 24.3
| 0
| 8.1
|
VOO:17.3%;VTI:21.0%;AAPL:18.7%;VNQ:11.4%;MUB:21.2%;MSFT:10.3%
|
US:67.4;EU:8.3;APAC:10.3;EM:13.0;Other:1.0
|
Value:-0.5;Growth:-0.8;Quality:+0.6;Size:-0.5;Momentum:-0.6;LowVol:+0.9
| null | 5
| 25
| 4.6
|
trailing 9%
| 145
| 24.4
|
Volatile
| 24
| 4.12
| 2.3
| 176
| 14
| 52
| 65
| false
|
Buy
|
Add to core equity +1%
| 13
| -34
|
BrokerA
|
VWAP
| 88
| null | null |
Normal monitoring
| -17
| -18
| -32
| 3
| false
|
Tax-aware sells next window
|
P1715
|
Active
|
Roth
|
USD
|
2025-09-26
| 2,474,944
| 224,300
| 2,250,644
| 1.2
| 58
| 19.6
| 14.8
| 7.6
|
TLT:7.6%;VNQ:15.2%;XLF:19.3%;MUB:20.5%;VTI:16.8%;VOO:20.5%
|
US:65.8;EU:12.5;APAC:13.3;EM:7.2;Other:1.2
|
Value:+0.7;Growth:+0.1;Quality:-0.3;Size:-0.9;Momentum:+0.3;LowVol:-0.2
|
NoDerivatives
| 8
| 35
| 5.6
|
hard 12%
| 227
| 21.6
|
Bull
| 17.3
| 4.81
| 2.4
| 75
| 18
| 69
| 41
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 18
| -1
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| 10
| -48
| 39
| 5
| false
|
Within IPS guidelines
|
P1716
|
Cautious
|
Trust
|
USD
|
2024-09-18
| 476,984
| 54,446
| 422,538
| 1
| 53.1
| 32.3
| 1.1
| 13.4
|
MSFT:8.6%;XLF:23.4%;VTI:23.4%;VOO:23.4%;GLD:21.2%
|
US:68.7;EU:13.0;APAC:9.0;EM:9.1;Other:0.3
|
Value:-0.5;Growth:+0.9;Quality:-0.5;Size:-1.0;Momentum:-0.1;LowVol:-0.8
|
MaxPos5%;NoDerivatives;NoMargin
| 6
| 35
| 5.8
|
trailing 10%
| 153
| 17.4
|
Sideways
| 14.3
| 4.71
| 3
| 132
| 60
| 77
| 45
| false
|
NoAction
|
Within bands; monitor
| 25
| -7
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 30
| -14
| 107
| 3
| false
|
Monitor dispersion and breadth
|
P1717
|
Active
|
Trust
|
USD
|
2024-08-17
| 1,483,779
| 133,350
| 1,350,429
| 1
| 64.4
| 26.5
| 0
| 9.1
|
VTI:20.1%;IEF:15.3%;TSLA:15.7%;TLT:11.7%;MSFT:16.0%;QQQ:21.2%
|
US:69.7;EU:8.8;APAC:12.5;EM:6.0;Other:3.1
|
Value:+0.3;Growth:-0.3;Quality:-0.6;Size:+0.9;Momentum:-0.1;LowVol:-0.6
|
MaxPos7%;NoDerivatives
| 7
| 25
| 5
|
trailing 8%
| 220
| 20.1
|
Volatile
| 27.8
| 5.33
| 2.9
| 156
| 33
| 59
| 66
| false
|
Sell
|
Trim extended winner -1%
| 21
| -25
|
BrokerB
|
VWAP
| 93
| null | null |
Normal monitoring
| 4
| -22
| 136
| 5
| false
|
Tighten stops on momentum names
|
P1718
|
Opportunistic
|
Trust
|
USD
|
2024-07-26
| 1,293,101
| 40,118
| 1,252,983
| 1
| 66.6
| 11.2
| 14.6
| 7.6
|
VNQ:26.6%;TSLA:26.6%;QQQ:26.6%;AMZN:20.1%
|
US:72.4;EU:6.1;APAC:12.1;EM:7.3;Other:2.1
|
Value:-0.6;Growth:-0.0;Quality:-0.9;Size:+0.7;Momentum:+0.2;LowVol:-0.7
|
MaxPos5%
| 6
| 35
| 4.6
|
trailing 7%
| 180
| 30.9
|
Bull
| 16.9
| 4.68
| 3.1
| 106
| 20
| 60
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| -23
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| -46
| -35
| 45
| 3
| false
|
Tax-aware sells next window
|
P1719
|
Cautious
|
IRA
|
USD
|
2025-11-24
| 674,533
| 101,592
| 572,941
| 1
| 42.6
| 30.2
| 12.6
| 14.5
|
AMZN:13.3%;MUB:17.4%;MSFT:19.1%;BND:9.2%;IEF:21.0%;TSLA:20.0%
|
US:62.1;EU:13.0;APAC:11.2;EM:12.0;Other:1.7
|
Value:-0.8;Growth:-0.4;Quality:+0.6;Size:+0.1;Momentum:+0.1;LowVol:+0.2
|
ESGOnly;MaxPos5%;NoMargin
| 8
| 30
| 4.9
|
trailing 8%
| 114
| 15.8
|
Volatile
| 27.6
| 4.5
| 2.5
| 159
| 53
| 68
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -10
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 13
| -11
| -6
| 5
| false
|
Tax-aware sells next window
|
P1720
|
Cautious
|
Taxable
|
USD
|
2025-07-14
| 409,265
| 65,207
| 344,058
| 1
| 45.4
| 37.4
| 5.9
| 11.3
|
VNQ:33.5%;IEF:33.1%;AMZN:33.5%
|
US:73.0;EU:7.8;APAC:8.4;EM:10.8;Other:0.0
|
Value:-0.2;Growth:-0.5;Quality:-0.2;Size:-1.0;Momentum:-0.3;LowVol:-0.2
|
NoDerivatives;NoMargin
| 7
| 30
| 5.2
|
trailing 8%
| 165
| 12.8
|
Bull
| 12.2
| 3.74
| 2.4
| 112
| 90
| 99
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| 10
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| -9
| -5
| -44
| 4
| false
|
Monitor dispersion and breadth
|
P1721
|
Cautious
|
401k
|
USD
|
2025-12-08
| 579,617
| 90,880
| 488,737
| 1
| 43
| 42.4
| 4.6
| 10.1
|
HYG:15.7%;AAPL:10.3%;VNQ:19.1%;GLD:18.2%;IEF:19.2%;BND:17.5%
|
US:67.6;EU:12.5;APAC:6.1;EM:10.2;Other:3.6
|
Value:-0.9;Growth:+0.1;Quality:+0.7;Size:+0.6;Momentum:-0.7;LowVol:-0.6
|
MaxPos6%;NoDerivatives;NoMargin
| 8
| 30
| 4.1
|
trailing 8%
| 115
| 16.1
|
Volatile
| 20.1
| 4.82
| 2.8
| 123
| -51
| 34
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -12
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 11
| -32
| 26
| 3
| false
|
Monitor dispersion and breadth
|
P1722
|
Hands-off
|
401k
|
USD
|
2025-04-05
| 694,025
| 34,453
| 659,572
| 1
| 65.9
| 25
| 0
| 9.1
|
TSLA:18.3%;MUB:19.6%;VOO:17.7%;AAPL:5.6%;MSFT:18.7%;VNQ:20.1%
|
US:64.7;EU:14.7;APAC:12.0;EM:4.8;Other:3.8
|
Value:+0.1;Growth:-0.9;Quality:+0.6;Size:-0.9;Momentum:-0.5;LowVol:-0.8
|
ESGOnly
| 6
| 35
| 3.4
|
trailing 8%
| 141
| 13
|
Sideways
| 21.4
| 3.94
| 2.8
| 105
| -21
| 40
| 71
| false
|
Sell
|
Trim extended winner -1%
| 18
| 3
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| -11
| -33
| -33
| 3
| false
|
Increase defensive factor exposure
|
P1723
|
Hands-off
|
401k
|
USD
|
2024-12-10
| 831,583
| 39,260
| 792,323
| 1
| 56.1
| 26.3
| 9.1
| 8.5
|
IEF:18.7%;BRK.B:15.0%;AMZN:17.8%;GLD:15.8%;HYG:18.5%;AAPL:14.1%
|
US:64.5;EU:9.9;APAC:14.8;EM:10.2;Other:0.7
|
Value:-0.7;Growth:-0.6;Quality:-0.7;Size:-0.3;Momentum:-0.2;LowVol:-0.7
|
ESGOnly
| 8
| 35
| 3.5
|
trailing 8%
| 162
| 15.1
|
Sideways
| 16.2
| 3.51
| 3
| 138
| 39
| 66
| 38
| false
|
Buy
|
Add to core equity +1%
| -6
| -22
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 64
| -45
| 150
| 5
| false
|
Monitor dispersion and breadth
|
P1724
|
Active
|
Taxable
|
USD
|
2024-07-24
| 2,202,156
| 251,197
| 1,950,959
| 1
| 57.9
| 28.6
| 6.5
| 7
|
VTI:18.8%;GLD:31.7%;AAPL:31.7%;IEF:17.8%
|
US:64.1;EU:18.8;APAC:8.8;EM:3.3;Other:5.0
|
Value:0.0;Growth:+0.9;Quality:+0.1;Size:+0.7;Momentum:-0.8;LowVol:-0.7
|
MaxPos7%
| 10
| 25
| 5.7
|
trailing 8%
| 224
| 26.5
|
Bear
| 25.9
| 4.19
| 2.3
| 209
| -33
| 18
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| 3
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| 87
| -35
| 180
| 3
| false
|
Tax-aware sells next window
|
P1725
|
Opportunistic
|
Trust
|
USD
|
2025-10-20
| 1,313,028
| 59,376
| 1,253,652
| 1
| 63.4
| 12
| 18.6
| 6
|
BND:33.3%;VOO:33.3%;IEF:33.3%
|
US:66.5;EU:7.6;APAC:7.9;EM:13.1;Other:4.9
|
Value:+0.1;Growth:+0.2;Quality:-0.9;Size:-0.6;Momentum:-0.1;LowVol:+1.0
| null | 8
| 30
| 4.5
|
hard 12%
| 258
| 28
|
Bull
| 15.9
| 4.31
| 2.9
| 120
| 37
| 56
| 44
| false
|
Buy
|
Add to core equity +1%
| -8
| -23
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| -29
| 16
| 58
| 4
| false
|
Tighten stops on momentum names
|
P1726
|
Hands-off
|
Trust
|
USD
|
2024-10-23
| 426,378
| 39,171
| 387,207
| 1
| 63.8
| 27.3
| 0
| 8.9
|
TSLA:33.3%;AAPL:33.3%;HYG:33.3%
|
US:67.1;EU:14.3;APAC:7.1;EM:7.6;Other:3.8
|
Value:+0.5;Growth:+0.3;Quality:-1.0;Size:-0.2;Momentum:-0.3;LowVol:+0.3
|
ESGOnly
| 10
| 25
| 3.1
|
trailing 8%
| 162
| 19.2
|
Bull
| 16
| 4.5
| 2.4
| 109
| 53
| 87
| 42
| false
|
NoAction
|
Within bands; monitor
| 33
| -28
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| -13
| 3
| 119
| 4
| false
|
Tighten stops on momentum names
|
P1727
|
Cautious
|
IRA
|
USD
|
2024-08-10
| 429,863
| 64,886
| 364,977
| 1
| 47.5
| 37.9
| 3.7
| 10.9
|
MUB:22.5%;MSFT:13.3%;QQQ:13.7%;AMZN:25.3%;VNQ:25.3%
|
US:68.9;EU:12.6;APAC:9.3;EM:7.6;Other:1.6
|
Value:+0.2;Growth:+0.6;Quality:-0.9;Size:-0.6;Momentum:+0.6;LowVol:-0.9
|
MaxPos5%;NoDerivatives;NoMargin
| 5
| 30
| 3.8
|
trailing 10%
| 142
| 18.6
|
Bear
| 26
| 3.75
| 1.1
| 159
| -27
| 31
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| -19
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 56
| -20
| 72
| 5
| false
|
Monitor dispersion and breadth
|
P1728
|
Hands-off
|
IRA
|
USD
|
2025-11-25
| 600,275
| 59,594
| 540,681
| 1
| 74.8
| 15.6
| 3.9
| 5.7
|
BRK.B:22.9%;VNQ:19.4%;HYG:28.9%;IEF:28.9%
|
US:66.3;EU:7.0;APAC:15.0;EM:10.6;Other:1.1
|
Value:-0.7;Growth:0.0;Quality:-0.6;Size:+0.5;Momentum:-0.4;LowVol:-0.7
|
MaxPos6%
| 5
| 30
| 4.7
|
trailing 8%
| 142
| 19.5
|
Bear
| 24.1
| 3.36
| 2.9
| 200
| -2
| 53
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| 13
|
BrokerD
|
LMT
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -30
| -28
| 3
| 4
| false
|
Within IPS guidelines
|
P1729
|
Hands-off
|
Trust
|
USD
|
2025-11-03
| 846,396
| 54,555
| 791,841
| 1
| 67.6
| 25.4
| 0
| 6.9
|
VOO:14.9%;MSFT:24.2%;XLF:24.2%;BND:24.2%;HYG:12.5%
|
US:72.3;EU:6.8;APAC:8.8;EM:8.2;Other:3.9
|
Value:-0.9;Growth:-0.8;Quality:+0.6;Size:+0.5;Momentum:-0.8;LowVol:+0.3
| null | 8
| 30
| 5.3
|
trailing 8%
| 124
| 17.9
|
Volatile
| 26.2
| 4.74
| 2.3
| 179
| 21
| 68
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 15
| -24
|
BrokerC
|
MKT
| 98
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 37
| -19
| 142
| 3
| false
|
Within IPS guidelines
|
P1730
|
Hands-off
|
Roth
|
USD
|
2025-02-22
| 549,871
| 25,176
| 524,695
| 1
| 57.8
| 23.4
| 12.4
| 6.3
|
BND:17.5%;TLT:15.4%;HYG:18.5%;AAPL:19.5%;MUB:10.3%;MSFT:18.8%
|
US:70.8;EU:16.9;APAC:7.1;EM:3.8;Other:1.4
|
Value:+0.8;Growth:+0.5;Quality:+0.7;Size:-0.9;Momentum:+0.7;LowVol:+0.6
|
MaxPos8%
| 8
| 30
| 3.4
|
trailing 8%
| 169
| 13.7
|
Bull
| 12.1
| 4.72
| 2.7
| 81
| 105
| 100
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -4
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| -13
| -15
| 126
| 3
| false
|
Increase defensive factor exposure
|
P1731
|
Hands-off
|
401k
|
USD
|
2025-04-15
| 546,760
| 35,432
| 511,328
| 1
| 72.6
| 16.4
| 5.7
| 5.3
|
MUB:19.9%;TLT:26.7%;BND:26.7%;XLF:26.7%
|
US:70.5;EU:6.7;APAC:11.9;EM:7.0;Other:3.8
|
Value:-1.0;Growth:+0.2;Quality:+0.8;Size:-0.7;Momentum:-0.6;LowVol:+0.9
|
ESGOnly
| 7
| 25
| 4
|
trailing 8%
| 166
| 16.7
|
Sideways
| 14
| 4.79
| 2.9
| 110
| -12
| 41
| 61
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 16
| -15
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| -59
| -53
| -14
| 3
| false
|
Increase defensive factor exposure
|
P1732
|
Hands-off
|
IRA
|
USD
|
2024-07-07
| 356,774
| 28,399
| 328,375
| 1
| 66.6
| 24.9
| 0
| 8.6
|
VTI:14.1%;TSLA:18.3%;GLD:16.6%;TLT:18.3%;AMZN:16.2%;IEF:16.6%
|
US:62.7;EU:20.4;APAC:6.2;EM:10.5;Other:0.2
|
Value:-0.6;Growth:-0.7;Quality:+0.7;Size:+0.9;Momentum:+0.2;LowVol:+0.2
|
ESGOnly
| 5
| 35
| 3.7
|
trailing 8%
| 164
| 19.5
|
Volatile
| 22.5
| 4.97
| 2.1
| 159
| 77
| 99
| 68
| true
|
Rebalance
|
Rebalance back to target bands
| 17
| 12
|
BrokerB
|
MKT
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 63
| 18
| 151
| 5
| false
|
Monitor dispersion and breadth
|
P1733
|
Cautious
|
Trust
|
USD
|
2025-06-20
| 299,665
| 44,073
| 255,592
| 1
| 36.7
| 34.6
| 10.8
| 17.9
|
TLT:25.8%;TSLA:25.8%;VTI:22.7%;GLD:25.8%
|
US:65.8;EU:18.7;APAC:7.8;EM:4.2;Other:3.5
|
Value:+0.1;Growth:-0.7;Quality:-0.5;Size:-0.5;Momentum:-0.6;LowVol:+0.7
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 5
| 25
| 3.6
|
trailing 8%
| 98
| 13.9
|
Bull
| 11.7
| 4.58
| 2
| 110
| 82
| 79
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -34
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| -8
| -43
| 45
| 3
| false
|
Within IPS guidelines
|
P1734
|
Systematic
|
Taxable
|
USD
|
2025-07-14
| 1,152,227
| 69,015
| 1,083,212
| 1
| 55.8
| 27.9
| 10.4
| 5.9
|
VNQ:16.3%;VOO:23.9%;BND:12.4%;QQQ:23.9%;GLD:23.6%
|
US:56.5;EU:16.9;APAC:12.0;EM:10.5;Other:4.0
|
Value:-1.0;Growth:-0.2;Quality:-0.4;Size:-0.6;Momentum:-0.2;LowVol:-0.8
| null | 6
| 25
| 4.4
|
hard 12%
| 195
| 19.2
|
Sideways
| 20.4
| 4.52
| 3.1
| 90
| 39
| 81
| 55
| false
|
Sell
|
Trim extended winner -1%
| 11
| -2
|
BrokerC
|
VWAP
| 91
| null | null |
Normal monitoring
| 16
| -40
| 126
| 3
| false
|
Tighten stops on momentum names
|
P1735
|
Cautious
|
IRA
|
USD
|
2024-10-10
| 886,097
| 81,782
| 804,315
| 1
| 42.3
| 32.8
| 10.2
| 14.7
|
BND:21.3%;VNQ:6.8%;AMZN:21.8%;BRK.B:13.2%;HYG:15.1%;XLF:21.8%
|
US:65.3;EU:16.3;APAC:10.3;EM:7.7;Other:0.5
|
Value:-0.3;Growth:-0.2;Quality:+0.4;Size:+0.4;Momentum:-0.6;LowVol:+0.2
|
NoMargin
| 8
| 30
| 3.4
|
trailing 8%
| 102
| 14.8
|
Volatile
| 24.1
| 3.78
| 4.3
| 160
| -60
| 33
| 53
| true
|
Hedge
|
Buy index puts 1% notional
| 6
| 10
|
BrokerD
|
MKT
| 97
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -25
| -2
| 114
| 3
| false
|
Within IPS guidelines
|
P1736
|
Hands-off
|
IRA
|
USD
|
2025-06-12
| 873,066
| 61,947
| 811,119
| 1
| 60.8
| 21.3
| 10.1
| 7.7
|
QQQ:25.2%;HYG:24.5%;GLD:25.2%;BND:25.2%
|
US:63.9;EU:12.8;APAC:14.2;EM:7.3;Other:1.8
|
Value:+0.4;Growth:+0.1;Quality:-0.2;Size:+0.8;Momentum:+0.1;LowVol:+0.4
|
ESGOnly
| 8
| 30
| 5.2
|
trailing 10%
| 134
| 12.3
|
Sideways
| 18.5
| 3.54
| 3.4
| 131
| -17
| 39
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -29
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 50
| 10
| 60
| 4
| false
|
Monitor dispersion and breadth
|
P1737
|
Systematic
|
IRA
|
USD
|
2024-08-03
| 1,664,655
| 153,311
| 1,511,344
| 1
| 55.2
| 27.1
| 8.4
| 9.4
|
IEF:22.6%;TLT:22.6%;AAPL:22.6%;MUB:22.6%;QQQ:9.5%
|
US:64.0;EU:16.6;APAC:9.3;EM:7.8;Other:2.2
|
Value:-0.5;Growth:-1.0;Quality:+1.0;Size:-0.7;Momentum:-0.6;LowVol:+0.3
|
MaxPos6%
| 8
| 30
| 4
|
trailing 9%
| 198
| 23.7
|
Sideways
| 15
| 4.9
| 3.3
| 120
| 52
| 71
| 48
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 1
| 13
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 67
| 10
| 61
| 3
| false
|
Tax-aware sells next window
|
P1738
|
Systematic
|
Taxable
|
USD
|
2025-06-03
| 847,881
| 78,347
| 769,534
| 1
| 59.5
| 27.8
| 3.9
| 8.7
|
AMZN:32.4%;AAPL:33.8%;VNQ:33.8%
|
US:63.8;EU:15.0;APAC:8.8;EM:8.1;Other:4.2
|
Value:+0.8;Growth:-0.1;Quality:+0.8;Size:+0.6;Momentum:-0.2;LowVol:+0.6
|
MaxPos5%;NoDerivatives
| 6
| 25
| 5.4
|
trailing 8%
| 228
| 25.9
|
Sideways
| 15.4
| 3.96
| 3
| 105
| 0
| 43
| 41
| false
|
Sell
|
Trim extended winner -1%
| 0
| -37
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 30
| 7
| 36
| 5
| false
|
Within IPS guidelines
|
P1739
|
Hands-off
|
Trust
|
USD
|
2024-07-26
| 343,658
| 30,981
| 312,677
| 1
| 63.1
| 19.8
| 11.9
| 5.2
|
VNQ:33.3%;TLT:33.3%;AMZN:33.3%
|
US:78.2;EU:7.0;APAC:8.8;EM:3.7;Other:2.3
|
Value:+0.5;Growth:-0.4;Quality:-0.8;Size:+0.3;Momentum:-0.6;LowVol:+0.5
|
MaxPos5%
| 5
| 30
| 4
|
hard 10%
| 155
| 13.5
|
Sideways
| 17.3
| 4.14
| 2.9
| 126
| 26
| 49
| 49
| false
|
Sell
|
Trim extended winner -1%
| 24
| -34
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 33
| -43
| 97
| 5
| false
|
Tax-aware sells next window
|
P1740
|
Systematic
|
401k
|
USD
|
2024-12-15
| 976,669
| 40,782
| 935,887
| 1
| 55.2
| 28.5
| 11.1
| 5.2
|
VNQ:28.1%;TLT:36.0%;MSFT:36.0%
|
US:61.9;EU:18.7;APAC:14.0;EM:4.3;Other:1.1
|
Value:+0.2;Growth:+0.3;Quality:+0.4;Size:-0.1;Momentum:-0.8;LowVol:-0.3
| null | 10
| 30
| 4.6
|
hard 12%
| 210
| 22.1
|
Sideways
| 18
| 4.47
| 3.5
| 139
| -8
| 51
| 49
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| -26
|
BrokerB
|
LMT
| 92
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 93
| -43
| 80
| 2
| false
|
Tax-aware sells next window
|
P1741
|
Systematic
|
Trust
|
USD
|
2025-07-30
| 1,522,309
| 125,017
| 1,397,292
| 1
| 62.5
| 29.8
| 0
| 7.7
|
MSFT:33.3%;VNQ:33.3%;IEF:33.3%
|
US:66.0;EU:8.2;APAC:17.2;EM:6.8;Other:1.8
|
Value:+0.3;Growth:+0.8;Quality:+0.3;Size:-0.9;Momentum:0.0;LowVol:-0.4
| null | 8
| 30
| 4.4
|
trailing 8%
| 134
| 22.1
|
Volatile
| 22.1
| 3.76
| 2.3
| 165
| 60
| 77
| 66
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -14
| -16
|
BrokerD
|
LMT
| 94
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 98
| -14
| 117
| 3
| false
|
Within IPS guidelines
|
P1742
|
Cautious
|
Trust
|
USD
|
2025-10-16
| 409,481
| 47,707
| 361,774
| 1
| 36.1
| 32.8
| 19
| 12.1
|
IEF:33.3%;AAPL:33.3%;HYG:33.3%
|
US:71.9;EU:13.0;APAC:8.3;EM:6.0;Other:0.9
|
Value:+0.9;Growth:-0.2;Quality:-0.8;Size:+0.8;Momentum:-0.7;LowVol:+0.1
|
ESGOnly;MaxPos5%;NoMargin
| 5
| 25
| 4.5
|
trailing 8%
| 170
| 19.4
|
Volatile
| 26.4
| 5.2
| 3.7
| 154
| 60
| 67
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| -15
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 53
| -10
| 107
| 3
| false
|
Increase defensive factor exposure
|
P1743
|
Active
|
Trust
|
USD
|
2024-10-11
| 2,083,529
| 214,515
| 1,869,014
| 1
| 58.9
| 30.2
| 1.2
| 9.7
|
VOO:22.1%;MSFT:20.1%;HYG:18.6%;AAPL:17.0%;BRK.B:22.1%
|
US:73.9;EU:5.8;APAC:13.3;EM:4.8;Other:2.2
|
Value:-0.2;Growth:-0.5;Quality:+0.3;Size:+0.6;Momentum:-0.5;LowVol:+0.4
| null | 7
| 35
| 4.6
|
hard 12%
| 225
| 18.1
|
Bull
| 12.4
| 4.38
| 2.3
| 109
| 72
| 83
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| 5
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 84
| -48
| 72
| 3
| false
|
Tax-aware sells next window
|
P1744
|
Opportunistic
|
Roth
|
USD
|
2025-11-06
| 1,352,339
| 60,421
| 1,291,918
| 1
| 62.3
| 11.4
| 20.2
| 6
|
AMZN:26.9%;VTI:23.4%;AAPL:26.9%;HYG:22.9%
|
US:68.1;EU:10.0;APAC:12.4;EM:9.3;Other:0.1
|
Value:+0.6;Growth:-0.8;Quality:-0.7;Size:+0.3;Momentum:-0.2;LowVol:+0.1
| null | 6
| 25
| 5.5
|
hard 12%
| 178
| 21.8
|
Sideways
| 19.2
| 4.66
| 3.4
| 122
| -24
| 50
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| -40
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| 71
| -31
| 99
| 3
| false
|
Tighten stops on momentum names
|
P1745
|
Hands-off
|
Roth
|
USD
|
2025-04-14
| 635,388
| 44,075
| 591,313
| 1
| 64.3
| 27.5
| 0
| 8.2
|
TSLA:28.2%;VOO:28.2%;XLF:28.2%;BND:15.4%
|
US:68.5;EU:6.7;APAC:6.6;EM:13.0;Other:5.1
|
Value:-0.5;Growth:-0.7;Quality:-0.6;Size:-0.1;Momentum:-0.9;LowVol:-0.8
| null | 7
| 35
| 4.9
|
trailing 8%
| 147
| 18.4
|
Bull
| 14.8
| 3.99
| 3.4
| 116
| 94
| 94
| 51
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -11
| -3
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| 70
| -54
| 161
| 5
| false
|
Within IPS guidelines
|
P1746
|
Active
|
Roth
|
USD
|
2024-07-29
| 567,379
| 58,361
| 509,018
| 1
| 67
| 18.8
| 6.3
| 7.9
|
MUB:12.4%;VOO:21.4%;GLD:21.4%;IEF:10.3%;MSFT:18.7%;QQQ:15.8%
|
US:67.0;EU:15.3;APAC:10.5;EM:6.1;Other:1.1
|
Value:-0.9;Growth:-0.6;Quality:+0.3;Size:+0.7;Momentum:0.0;LowVol:-0.8
|
MaxPos6%;NoDerivatives
| 7
| 30
| 4.9
|
trailing 8%
| 151
| 16.4
|
Volatile
| 22.9
| 4.58
| 3.8
| 180
| 30
| 62
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| -14
|
BrokerC
|
MKT
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 87
| -12
| 226
| 2
| false
|
Monitor dispersion and breadth
|
P1747
|
Opportunistic
|
Roth
|
USD
|
2025-12-25
| 1,787,488
| 137,802
| 1,649,686
| 1
| 63.4
| 12.8
| 19.5
| 4.2
|
AAPL:33.3%;VTI:33.3%;XLF:33.3%
|
US:68.3;EU:8.1;APAC:10.1;EM:12.7;Other:0.7
|
Value:-0.4;Growth:+0.1;Quality:-0.8;Size:+0.7;Momentum:+0.1;LowVol:+0.2
| null | 8
| 35
| 4.4
|
trailing 7%
| 198
| 34.7
|
Volatile
| 28.2
| 4.23
| 3.1
| 127
| -57
| 31
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -16
|
BrokerD
|
LMT
| 95
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 47
| -54
| 137
| 5
| false
|
Monitor dispersion and breadth
|
P1748
|
Opportunistic
|
Trust
|
USD
|
2025-08-16
| 699,894
| 54,859
| 645,035
| 1.15
| 74.7
| 16.8
| 0
| 8.5
|
XLF:10.5%;HYG:17.0%;GLD:21.5%;MUB:21.5%;TSLA:12.7%;VOO:16.8%
|
US:64.9;EU:12.0;APAC:12.9;EM:5.4;Other:4.8
|
Value:-0.7;Growth:+0.3;Quality:-0.0;Size:+0.5;Momentum:+0.2;LowVol:+0.7
|
NoDerivatives
| 5
| 25
| 5.5
|
trailing 9%
| 239
| 34.3
|
Volatile
| 21.6
| 3.52
| 2.9
| 168
| 77
| 100
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -39
|
BrokerB
|
LMT
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 103
| -8
| 217
| 2
| false
|
Within IPS guidelines
|
P1749
|
Systematic
|
Trust
|
USD
|
2025-04-13
| 462,434
| 40,747
| 421,687
| 1
| 66.5
| 21.5
| 5.7
| 6.3
|
QQQ:24.9%;VOO:11.3%;IEF:13.9%;VTI:24.9%;TLT:24.9%
|
US:70.8;EU:7.8;APAC:13.0;EM:5.8;Other:2.6
|
Value:0.0;Growth:+0.3;Quality:-0.8;Size:-0.7;Momentum:-0.9;LowVol:-0.5
|
MaxPos7%
| 8
| 30
| 5.8
|
trailing 8%
| 187
| 27.5
|
Bear
| 31.9
| 3.77
| 1.8
| 145
| -47
| 29
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 12
| -27
|
BrokerA
|
MKT
| 94
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -55
| -4
| 48
| 5
| false
|
Tax-aware sells next window
|
P1750
|
Systematic
|
Taxable
|
USD
|
2024-07-09
| 1,313,538
| 54,530
| 1,259,008
| 1
| 68.8
| 25.5
| 0
| 5.7
|
VNQ:33.3%;AAPL:33.3%;AMZN:33.3%
|
US:56.5;EU:18.6;APAC:14.1;EM:9.2;Other:1.6
|
Value:+0.9;Growth:-0.6;Quality:-0.2;Size:-0.4;Momentum:0.0;LowVol:-0.4
|
MaxPos6%
| 6
| 35
| 5.6
|
trailing 8%
| 120
| 21.7
|
Sideways
| 20.1
| 3.71
| 3.3
| 140
| -9
| 60
| 57
| false
|
Sell
|
Trim extended winner -1%
| 24
| 5
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 29
| 3
| 18
| 5
| false
|
Tax-aware sells next window
|
P1751
|
Cautious
|
Trust
|
USD
|
2024-10-21
| 603,796
| 82,463
| 521,333
| 1
| 41.2
| 30.1
| 15.3
| 13.5
|
VTI:22.3%;IEF:21.2%;VOO:22.3%;TSLA:21.5%;AAPL:12.7%
|
US:54.7;EU:16.4;APAC:14.7;EM:12.6;Other:1.6
|
Value:-0.0;Growth:0.0;Quality:-0.9;Size:+0.1;Momentum:+0.2;LowVol:-0.8
|
ESGOnly;NoMargin
| 8
| 30
| 4.8
|
hard 10%
| 152
| 12.2
|
Volatile
| 25.5
| 3.91
| 3
| 110
| -45
| 13
| 54
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -13
| -16
|
BrokerC
|
LMT
| 87
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 78
| -30
| 186
| 2
| false
|
Tax-aware sells next window
|
P1752
|
Cautious
|
401k
|
USD
|
2025-01-25
| 553,844
| 62,171
| 491,673
| 1
| 36
| 39.5
| 8.9
| 15.7
|
XLF:14.5%;BRK.B:23.2%;TLT:18.2%;TSLA:21.0%;MUB:23.2%
|
US:65.5;EU:10.7;APAC:11.0;EM:10.5;Other:2.4
|
Value:-0.2;Growth:-0.7;Quality:-0.5;Size:-0.3;Momentum:0.0;LowVol:-0.9
|
ESGOnly;MaxPos7%;NoMargin
| 10
| 25
| 3.5
|
hard 10%
| 167
| 18.2
|
Volatile
| 21.2
| 5.48
| 2.7
| 139
| 22
| 56
| 50
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 2
| -9
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| -26
| -57
| -20
| 3
| false
|
Monitor dispersion and breadth
|
P1753
|
Opportunistic
|
IRA
|
USD
|
2025-04-02
| 1,211,878
| 40,833
| 1,171,045
| 1
| 67
| 19.1
| 8.2
| 5.7
|
MUB:21.5%;VNQ:21.0%;AAPL:21.5%;HYG:14.6%;TLT:21.5%
|
US:60.5;EU:9.8;APAC:11.9;EM:12.6;Other:5.2
|
Value:+1.0;Growth:+0.2;Quality:+0.3;Size:+0.1;Momentum:-0.9;LowVol:-0.1
| null | 6
| 30
| 5.8
|
trailing 7%
| 259
| 23.5
|
Bull
| 12.4
| 4.69
| 2.3
| 100
| 57
| 90
| 50
| false
|
Sell
|
Trim extended winner -1%
| -13
| -11
|
BrokerD
|
VWAP
| 87
| null | null |
Normal monitoring
| 87
| 17
| 160
| 3
| false
|
Increase defensive factor exposure
|
P1754
|
Systematic
|
Taxable
|
USD
|
2025-12-01
| 1,035,519
| 46,333
| 989,186
| 1
| 62.6
| 21.1
| 9.1
| 7.2
|
XLF:27.5%;QQQ:17.6%;BRK.B:27.5%;TLT:27.5%
|
US:71.3;EU:6.1;APAC:13.1;EM:5.1;Other:4.5
|
Value:-0.8;Growth:+1.0;Quality:-0.4;Size:+0.9;Momentum:+0.5;LowVol:+0.8
|
NoDerivatives
| 8
| 25
| 5.1
|
trailing 8%
| 221
| 22
|
Volatile
| 29.4
| 5.42
| 2.1
| 152
| -26
| 23
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| 8
|
BrokerD
|
LMT
| 90
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 56
| -28
| 134
| 5
| true
|
Monitor dispersion and breadth
|
P1755
|
Hands-off
|
Roth
|
USD
|
2025-04-18
| 204,020
| 17,567
| 186,453
| 1
| 68.3
| 16.1
| 7.6
| 8
|
BRK.B:15.2%;VNQ:20.5%;TLT:20.5%;HYG:10.8%;AMZN:13.1%;BND:19.9%
|
US:70.0;EU:13.4;APAC:6.3;EM:7.5;Other:2.8
|
Value:-0.7;Growth:-0.6;Quality:+0.7;Size:+0.8;Momentum:0.0;LowVol:-0.4
|
MaxPos5%
| 10
| 25
| 4.3
|
hard 10%
| 147
| 19.6
|
Sideways
| 15.6
| 3.64
| 3.1
| 91
| 44
| 73
| 53
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 15
| -38
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| -6
| -38
| 110
| 5
| false
|
Tax-aware sells next window
|
P1756
|
Cautious
|
Trust
|
USD
|
2025-06-10
| 216,055
| 21,202
| 194,853
| 1
| 46.4
| 35.9
| 0
| 17.7
|
AAPL:11.6%;TLT:15.4%;VNQ:18.4%;BND:16.3%;VTI:20.4%;GLD:17.8%
|
US:68.7;EU:10.1;APAC:9.5;EM:9.5;Other:2.2
|
Value:-0.8;Growth:-0.8;Quality:-0.3;Size:+0.5;Momentum:+0.6;LowVol:-0.1
|
ESGOnly;NoMargin
| 5
| 35
| 3.4
|
hard 10%
| 111
| 14.7
|
Volatile
| 23.5
| 3.53
| 4.3
| 128
| 76
| 80
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -26
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 120
| -54
| 255
| 3
| false
|
Tighten stops on momentum names
|
P1757
|
Hands-off
|
401k
|
USD
|
2025-02-08
| 177,754
| 14,297
| 163,457
| 1
| 71.5
| 21.5
| 0
| 7
|
AMZN:12.9%;BND:17.0%;MUB:16.5%;TLT:20.7%;HYG:14.2%;VTI:18.7%
|
US:72.2;EU:9.5;APAC:9.4;EM:6.4;Other:2.4
|
Value:+0.2;Growth:+1.0;Quality:+0.7;Size:+0.7;Momentum:-0.5;LowVol:-0.4
|
ESGOnly;NoDerivatives
| 6
| 25
| 5.8
|
trailing 10%
| 99
| 13.2
|
Sideways
| 16.3
| 3.53
| 3.3
| 134
| -28
| 49
| 52
| false
|
Buy
|
Add to core equity +1%
| 3
| -33
|
BrokerB
|
VWAP
| 100
| null | null |
Normal monitoring
| -6
| -1
| 58
| 3
| false
|
Within IPS guidelines
|
P1758
|
Opportunistic
|
IRA
|
USD
|
2025-06-05
| 616,363
| 54,479
| 561,884
| 1.18
| 60.3
| 16
| 16.8
| 6.8
|
QQQ:22.9%;VOO:22.9%;GLD:15.7%;TSLA:15.5%;AAPL:22.9%
|
US:71.7;EU:10.5;APAC:8.9;EM:4.6;Other:4.3
|
Value:+0.7;Growth:-0.4;Quality:-0.3;Size:-0.8;Momentum:+0.4;LowVol:+0.8
|
MaxPos6%
| 8
| 30
| 5.5
|
trailing 7%
| 184
| 25.5
|
Sideways
| 17
| 3.83
| 2.1
| 93
| -18
| 52
| 40
| false
|
Sell
|
Trim extended winner -1%
| 3
| 8
|
BrokerC
|
VWAP
| 89
| null | null |
Normal monitoring
| -34
| -29
| 13
| 5
| false
|
Tighten stops on momentum names
|
P1759
|
Hands-off
|
Roth
|
USD
|
2024-07-24
| 255,576
| 18,430
| 237,146
| 1
| 58.8
| 16.9
| 16.7
| 7.6
|
BRK.B:35.1%;VTI:35.1%;AAPL:29.8%
|
US:65.9;EU:15.6;APAC:8.0;EM:8.2;Other:2.3
|
Value:-0.3;Growth:-1.0;Quality:-0.6;Size:-0.6;Momentum:+0.6;LowVol:-0.5
| null | 10
| 25
| 5.8
|
trailing 8%
| 121
| 14.1
|
Sideways
| 15.8
| 4.72
| 2.8
| 110
| 43
| 77
| 36
| false
|
Buy
|
Add to core equity +1%
| 11
| -40
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 40
| -19
| 114
| 5
| false
|
Tax-aware sells next window
|
P1760
|
Systematic
|
Roth
|
USD
|
2025-03-24
| 1,072,032
| 89,904
| 982,128
| 1
| 68
| 26.2
| 0
| 5.8
|
TSLA:18.7%;MUB:19.9%;BND:14.2%;HYG:20.5%;IEF:6.3%;GLD:20.4%
|
US:59.2;EU:13.4;APAC:10.4;EM:11.8;Other:5.2
|
Value:-0.4;Growth:+0.4;Quality:+0.4;Size:-0.6;Momentum:-0.1;LowVol:+0.7
|
NoDerivatives
| 8
| 35
| 5.3
|
hard 12%
| 175
| 20
|
Volatile
| 26.8
| 4.91
| 2.1
| 119
| 48
| 63
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -1
| -30
|
BrokerA
|
LMT
| 92
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -11
| -17
| -28
| 2
| false
|
Within IPS guidelines
|
P1761
|
Active
|
401k
|
USD
|
2025-06-10
| 2,025,362
| 217,324
| 1,808,038
| 1.09
| 63.4
| 30
| 0
| 6.6
|
VNQ:18.3%;BRK.B:17.1%;AMZN:18.7%;MUB:12.3%;VOO:15.8%;QQQ:17.8%
|
US:55.1;EU:18.2;APAC:12.1;EM:10.1;Other:4.4
|
Value:+1.0;Growth:-0.1;Quality:+0.9;Size:+0.4;Momentum:-0.5;LowVol:-0.7
|
MaxPos5%;NoDerivatives
| 7
| 35
| 5.8
|
trailing 9%
| 139
| 18.3
|
Bear
| 30.3
| 3.13
| 1.2
| 179
| -43
| 35
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| -30
|
BrokerA
|
LMT
| 97
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -54
| 12
| -83
| 5
| false
|
Tighten stops on momentum names
|
P1762
|
Systematic
|
Roth
|
USD
|
2025-08-20
| 1,001,744
| 70,976
| 930,768
| 1
| 61.7
| 31.9
| 0
| 6.4
|
VTI:15.6%;TSLA:23.9%;QQQ:16.0%;MUB:23.9%;TLT:20.7%
|
US:67.2;EU:17.9;APAC:9.5;EM:4.4;Other:1.0
|
Value:+0.8;Growth:-0.7;Quality:+0.8;Size:-0.9;Momentum:-0.8;LowVol:+0.1
|
MaxPos8%
| 8
| 30
| 5.3
|
hard 12%
| 126
| 27.3
|
Bull
| 11.1
| 4.17
| 2.6
| 83
| 118
| 100
| 39
| false
|
Buy
|
Add to core equity +1%
| -10
| -1
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 80
| 16
| 147
| 3
| false
|
Tax-aware sells next window
|
P1763
|
Active
|
IRA
|
USD
|
2025-02-03
| 1,510,768
| 146,462
| 1,364,306
| 1
| 51.6
| 19.1
| 20.7
| 8.6
|
AMZN:35.3%;MUB:29.4%;TLT:35.3%
|
US:71.0;EU:14.8;APAC:5.0;EM:4.7;Other:4.5
|
Value:-0.2;Growth:-0.5;Quality:+0.7;Size:-0.6;Momentum:-0.7;LowVol:+0.4
| null | 5
| 25
| 5.4
|
trailing 8%
| 157
| 24.5
|
Bull
| 11.8
| 3.61
| 2.3
| 80
| 27
| 59
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -6
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 51
| 1
| 124
| 4
| false
|
Tax-aware sells next window
|
P1764
|
Cautious
|
Roth
|
USD
|
2025-10-27
| 223,426
| 22,695
| 200,731
| 1
| 42
| 34.7
| 8.5
| 14.8
|
MSFT:24.3%;MUB:19.3%;BRK.B:28.2%;HYG:28.2%
|
US:72.5;EU:8.3;APAC:9.8;EM:7.6;Other:1.8
|
Value:-0.7;Growth:-0.6;Quality:-0.4;Size:+0.5;Momentum:-0.9;LowVol:+0.6
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 10
| 35
| 3.7
|
trailing 10%
| 150
| 17.4
|
Bull
| 11.6
| 4.92
| 2.4
| 81
| 115
| 100
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -36
|
BrokerC
|
VWAP
| 86
| null | null |
Normal monitoring
| 48
| -52
| 76
| 4
| false
|
Increase defensive factor exposure
|
P1765
|
Opportunistic
|
Trust
|
USD
|
2025-09-16
| 1,235,910
| 98,752
| 1,137,158
| 1
| 72.5
| 10.4
| 8.3
| 8.8
|
TSLA:20.3%;BND:26.3%;XLF:26.7%;MSFT:26.7%
|
US:64.6;EU:14.9;APAC:10.7;EM:6.7;Other:3.0
|
Value:-0.1;Growth:-0.6;Quality:-0.7;Size:-0.8;Momentum:+0.1;LowVol:+0.9
|
MaxPos6%
| 10
| 30
| 4.6
|
trailing 7%
| 209
| 27.5
|
Bull
| 12.5
| 4.71
| 3.4
| 90
| 17
| 47
| 38
| false
|
NoAction
|
Within bands; monitor
| 0
| -7
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 10
| 18
| 93
| 3
| false
|
Tighten stops on momentum names
|
P1766
|
Cautious
|
Taxable
|
USD
|
2025-08-10
| 799,253
| 123,772
| 675,481
| 1
| 40.8
| 43.2
| 0
| 16
|
TLT:20.3%;BND:16.3%;AAPL:15.2%;TSLA:14.2%;MSFT:19.7%;VNQ:14.3%
|
US:69.4;EU:9.7;APAC:9.1;EM:8.4;Other:3.5
|
Value:-0.8;Growth:+0.2;Quality:-0.3;Size:-0.6;Momentum:-0.4;LowVol:+0.4
|
MaxPos8%;NoDerivatives;NoMargin
| 10
| 30
| 3.4
|
trailing 8%
| 127
| 17
|
Volatile
| 28.8
| 5.46
| 3.5
| 128
| 37
| 62
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -25
|
BrokerC
|
VWAP
| 96
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 85
| -22
| 116
| 5
| false
|
Tighten stops on momentum names
|
P1767
|
Opportunistic
|
Roth
|
USD
|
2025-04-18
| 681,847
| 60,979
| 620,868
| 1.05
| 75.1
| 20.8
| 0
| 4.1
|
BRK.B:21.1%;TLT:26.3%;XLF:26.3%;BND:26.3%
|
US:63.2;EU:10.6;APAC:10.5;EM:10.8;Other:4.9
|
Value:+0.3;Growth:-0.2;Quality:+0.9;Size:-0.0;Momentum:+0.5;LowVol:-0.1
|
NoDerivatives
| 8
| 35
| 4.7
|
trailing 7%
| 194
| 28.4
|
Bear
| 34.5
| 4.43
| 1.4
| 165
| -48
| 16
| 100
| true
|
Rebalance
|
Rebalance back to target bands
| 3
| -24
|
BrokerD
|
MKT
| 95
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -36
| -39
| 82
| 3
| true
|
Tax-aware sells next window
|
P1768
|
Systematic
|
Taxable
|
USD
|
2024-08-17
| 1,465,013
| 122,361
| 1,342,652
| 1
| 59.5
| 31.5
| 0
| 9
|
VNQ:36.5%;QQQ:36.5%;VOO:27.0%
|
US:72.8;EU:10.1;APAC:12.9;EM:2.9;Other:1.2
|
Value:+0.9;Growth:+0.8;Quality:+0.8;Size:-0.4;Momentum:+0.8;LowVol:-0.7
|
MaxPos6%;NoDerivatives
| 8
| 25
| 4.3
|
trailing 8%
| 146
| 21
|
Bear
| 23.2
| 3.77
| 1.2
| 173
| -27
| 27
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| -16
|
BrokerD
|
MKT
| 95
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 18
| 5
| 141
| 2
| false
|
Monitor dispersion and breadth
|
P1769
|
Opportunistic
|
Trust
|
USD
|
2025-07-25
| 997,174
| 49,010
| 948,164
| 1
| 62.8
| 15.3
| 17.7
| 4.2
|
TSLA:19.0%;IEF:28.7%;XLF:28.7%;AMZN:23.6%
|
US:70.1;EU:7.2;APAC:14.3;EM:7.5;Other:0.8
|
Value:+0.7;Growth:-0.4;Quality:+0.5;Size:-0.3;Momentum:+0.5;LowVol:+0.7
|
NoDerivatives
| 8
| 25
| 4.2
|
trailing 9%
| 179
| 22.8
|
Bull
| 17.9
| 4.25
| 3.2
| 98
| 62
| 85
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -28
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 25
| -48
| 134
| 3
| false
|
Within IPS guidelines
|
P1770
|
Active
|
Trust
|
USD
|
2025-10-15
| 1,217,661
| 110,407
| 1,107,254
| 1
| 67.9
| 21.2
| 3.1
| 7.8
|
MSFT:27.8%;QQQ:27.8%;AAPL:16.6%;HYG:27.8%
|
US:70.5;EU:14.8;APAC:6.1;EM:6.0;Other:2.6
|
Value:-0.1;Growth:-0.1;Quality:+0.6;Size:-0.7;Momentum:-0.0;LowVol:-0.3
|
MaxPos7%
| 7
| 35
| 4.9
|
hard 12%
| 123
| 16.5
|
Bull
| 17.6
| 4.64
| 2.5
| 102
| 49
| 77
| 60
| false
|
Sell
|
Trim extended winner -1%
| 6
| -16
|
BrokerD
|
VWAP
| 94
| null | null |
Normal monitoring
| 6
| -22
| 140
| 5
| false
|
Monitor dispersion and breadth
|
P1771
|
Opportunistic
|
Trust
|
USD
|
2024-07-24
| 1,222,300
| 71,729
| 1,150,571
| 1
| 62.1
| 12.7
| 19.3
| 5.9
|
AMZN:26.5%;HYG:26.5%;IEF:26.5%;MSFT:20.4%
|
US:67.2;EU:13.2;APAC:12.2;EM:6.8;Other:0.6
|
Value:-0.8;Growth:+0.1;Quality:0.0;Size:+0.8;Momentum:0.0;LowVol:-0.6
|
MaxPos6%
| 8
| 25
| 5
|
hard 12%
| 220
| 28.2
|
Sideways
| 21.1
| 3.77
| 3.2
| 93
| -14
| 33
| 69
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| -28
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 47
| -58
| 103
| 4
| false
|
Increase defensive factor exposure
|
P1772
|
Active
|
Roth
|
USD
|
2025-01-16
| 2,000,349
| 215,207
| 1,785,142
| 1
| 61.5
| 22.1
| 10
| 6.4
|
BRK.B:25.4%;VNQ:25.4%;IEF:25.4%;XLF:23.9%
|
US:60.5;EU:14.1;APAC:10.1;EM:10.5;Other:4.7
|
Value:+0.9;Growth:-0.0;Quality:-0.4;Size:-0.9;Momentum:+0.3;LowVol:+0.4
| null | 5
| 35
| 4.7
|
trailing 9%
| 214
| 26.9
|
Bull
| 11.7
| 4.27
| 2.8
| 91
| 74
| 100
| 40
| false
|
Buy
|
Add to core equity +1%
| -10
| 5
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 4
| 11
| -9
| 5
| false
|
Tighten stops on momentum names
|
P1773
|
Cautious
|
Taxable
|
USD
|
2025-11-05
| 577,878
| 88,510
| 489,368
| 1
| 49.3
| 30.7
| 2.6
| 17.5
|
QQQ:26.7%;AAPL:26.7%;TSLA:24.1%;BND:22.6%
|
US:60.8;EU:14.5;APAC:11.1;EM:13.2;Other:0.4
|
Value:+0.6;Growth:-0.3;Quality:+0.4;Size:-0.0;Momentum:+0.3;LowVol:-1.0
|
MaxPos5%;NoMargin
| 7
| 35
| 5.4
|
trailing 8%
| 121
| 16.9
|
Bull
| 16.4
| 3.78
| 3.4
| 89
| 66
| 84
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -29
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| -20
| -14
| 105
| 3
| false
|
Tax-aware sells next window
|
P1774
|
Hands-off
|
Taxable
|
USD
|
2025-04-23
| 223,732
| 17,118
| 206,614
| 1
| 68.1
| 16.4
| 5.9
| 9.7
|
IEF:33.3%;HYG:33.3%;TLT:33.3%
|
US:58.2;EU:14.0;APAC:12.3;EM:11.0;Other:4.5
|
Value:+0.1;Growth:-0.5;Quality:-0.3;Size:+0.8;Momentum:+0.8;LowVol:+0.2
|
ESGOnly
| 7
| 35
| 3.4
|
hard 10%
| 111
| 16
|
Sideways
| 15.6
| 4.41
| 2.9
| 133
| 42
| 86
| 48
| false
|
Sell
|
Trim extended winner -1%
| -14
| 14
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| -52
| -43
| 55
| 5
| false
|
Within IPS guidelines
|
P1775
|
Cautious
|
Trust
|
USD
|
2025-08-31
| 558,459
| 75,425
| 483,034
| 1
| 47.8
| 38
| 0
| 14.1
|
BRK.B:25.6%;AMZN:25.9%;TLT:25.9%;VOO:22.6%
|
US:63.4;EU:16.3;APAC:7.3;EM:10.3;Other:2.7
|
Value:0.0;Growth:-0.1;Quality:-0.3;Size:-0.6;Momentum:-0.2;LowVol:-0.2
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 7
| 30
| 3.9
|
hard 10%
| 145
| 16.1
|
Bear
| 27.5
| 3.54
| 2.7
| 199
| -11
| 40
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -31
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 40
| -60
| 46
| 3
| false
|
Tax-aware sells next window
|
P1776
|
Hands-off
|
Trust
|
USD
|
2024-10-31
| 334,720
| 28,486
| 306,234
| 1
| 61.6
| 21.1
| 7.4
| 9.9
|
BRK.B:10.7%;VOO:23.4%;QQQ:8.0%;IEF:17.4%;TSLA:17.1%;AAPL:23.4%
|
US:69.8;EU:13.9;APAC:7.5;EM:4.8;Other:3.9
|
Value:-0.7;Growth:+0.3;Quality:-0.7;Size:-0.5;Momentum:-0.4;LowVol:+1.0
|
ESGOnly;MaxPos5%
| 5
| 30
| 5.1
|
trailing 8%
| 169
| 12.9
|
Bull
| 15.7
| 4.81
| 2.1
| 90
| 28
| 77
| 51
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 30
| 7
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| 60
| 11
| 147
| 4
| false
|
Tighten stops on momentum names
|
P1777
|
Cautious
|
Roth
|
USD
|
2025-12-23
| 522,163
| 64,497
| 457,666
| 1
| 42.1
| 40.6
| 0
| 17.3
|
MUB:33.3%;GLD:33.3%;BRK.B:33.3%
|
US:63.9;EU:14.7;APAC:9.7;EM:7.0;Other:4.7
|
Value:-0.2;Growth:-0.8;Quality:-0.7;Size:+0.7;Momentum:+1.0;LowVol:-0.6
|
NoMargin
| 7
| 25
| 4.5
|
hard 10%
| 158
| 13.6
|
Bear
| 32.6
| 3.81
| 1.6
| 182
| -20
| 44
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -13
|
BrokerB
|
LMT
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -37
| -18
| 1
| 3
| false
|
Tax-aware sells next window
|
P1778
|
Hands-off
|
Roth
|
USD
|
2024-09-23
| 577,239
| 45,104
| 532,135
| 1
| 73.4
| 15.7
| 1.7
| 9.2
|
XLF:14.6%;AMZN:24.1%;GLD:24.1%;AAPL:13.6%;BND:13.7%;QQQ:9.9%
|
US:66.4;EU:12.3;APAC:12.8;EM:4.5;Other:4.0
|
Value:+0.8;Growth:-0.2;Quality:-0.1;Size:+0.4;Momentum:-0.8;LowVol:-0.9
|
NoDerivatives
| 5
| 25
| 4.6
|
hard 10%
| 139
| 15.3
|
Bull
| 14.5
| 4.88
| 2
| 115
| 45
| 58
| 52
| false
|
Sell
|
Trim extended winner -1%
| 9
| -35
|
BrokerD
|
VWAP
| 87
| null | null |
Normal monitoring
| -4
| 5
| 97
| 4
| false
|
Increase defensive factor exposure
|
P1779
|
Hands-off
|
IRA
|
USD
|
2025-01-30
| 172,046
| 16,016
| 156,030
| 1
| 57.9
| 17.6
| 14.8
| 9.6
|
GLD:17.2%;VNQ:18.7%;TLT:21.9%;IEF:21.9%;TSLA:8.7%;BND:11.5%
|
US:63.4;EU:16.7;APAC:13.5;EM:3.3;Other:3.1
|
Value:-0.3;Growth:+0.7;Quality:0.0;Size:-0.7;Momentum:0.0;LowVol:-0.6
|
ESGOnly
| 8
| 25
| 5.2
|
hard 10%
| 141
| 18.2
|
Bull
| 15
| 4.08
| 2.6
| 90
| 61
| 91
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -17
|
BrokerA
|
LMT
| 85
| null | null |
Normal monitoring
| 81
| 1
| 118
| 3
| false
|
Tax-aware sells next window
|
P1780
|
Hands-off
|
Roth
|
USD
|
2024-09-22
| 603,484
| 40,561
| 562,923
| 1
| 67.7
| 23.4
| 0
| 8.9
|
QQQ:22.4%;HYG:21.2%;AMZN:22.4%;XLF:18.7%;TLT:15.3%
|
US:71.0;EU:10.8;APAC:8.9;EM:8.3;Other:0.9
|
Value:+0.4;Growth:-0.1;Quality:+0.7;Size:+0.9;Momentum:+0.4;LowVol:-0.0
|
NoDerivatives
| 5
| 25
| 5
|
trailing 8%
| 105
| 17.1
|
Sideways
| 14.9
| 4.45
| 3
| 120
| -24
| 47
| 40
| false
|
Buy
|
Add to core equity +1%
| 8
| 12
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| -34
| 13
| 102
| 4
| false
|
Tax-aware sells next window
|
P1781
|
Systematic
|
IRA
|
USD
|
2025-03-05
| 1,518,539
| 89,777
| 1,428,762
| 1
| 62.9
| 30.3
| 0
| 6.8
|
VTI:25.8%;VNQ:25.8%;XLF:12.1%;HYG:10.5%;AMZN:25.8%
|
US:67.3;EU:12.8;APAC:10.6;EM:6.3;Other:3.0
|
Value:+0.7;Growth:-0.4;Quality:+0.1;Size:-0.8;Momentum:-0.8;LowVol:-0.8
|
MaxPos7%
| 8
| 35
| 4.5
|
trailing 8%
| 151
| 20.1
|
Bull
| 16
| 4.42
| 3.3
| 98
| 79
| 78
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| 10
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 70
| -52
| 116
| 4
| false
|
Increase defensive factor exposure
|
P1782
|
Opportunistic
|
Taxable
|
USD
|
2025-01-30
| 1,504,957
| 127,555
| 1,377,402
| 1
| 63.3
| 19.5
| 10
| 7.2
|
MUB:21.3%;VOO:9.1%;IEF:16.2%;VNQ:21.3%;HYG:21.2%;AMZN:10.8%
|
US:75.9;EU:6.0;APAC:6.5;EM:8.2;Other:3.3
|
Value:-0.0;Growth:+0.2;Quality:-0.8;Size:-0.8;Momentum:+0.9;LowVol:+0.8
|
MaxPos5%
| 5
| 30
| 6
|
trailing 7%
| 238
| 29.7
|
Volatile
| 31.3
| 3.59
| 2.3
| 179
| -1
| 39
| 89
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| -15
|
BrokerC
|
VWAP
| 96
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 14
| -57
| 41
| 5
| false
|
Monitor dispersion and breadth
|
P1783
|
Hands-off
|
Roth
|
USD
|
2025-09-01
| 554,351
| 49,986
| 504,365
| 1
| 66.1
| 15.1
| 9.6
| 9.1
|
TSLA:33.3%;AMZN:33.3%;VOO:33.3%
|
US:68.3;EU:16.1;APAC:6.7;EM:4.8;Other:4.1
|
Value:-1.0;Growth:+0.4;Quality:+0.5;Size:0.0;Momentum:+0.8;LowVol:-0.5
| null | 7
| 25
| 5.7
|
trailing 8%
| 96
| 14.2
|
Bull
| 17.4
| 4.63
| 3.5
| 99
| 107
| 100
| 46
| false
|
Buy
|
Add to core equity +1%
| 4
| -35
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 75
| 19
| 140
| 4
| false
|
Increase defensive factor exposure
|
P1784
|
Hands-off
|
401k
|
USD
|
2024-11-02
| 159,844
| 7,231
| 152,613
| 1
| 68.7
| 16.6
| 6.5
| 8.2
|
MUB:28.4%;VNQ:28.4%;VOO:23.4%;TSLA:19.8%
|
US:67.9;EU:6.0;APAC:11.8;EM:10.1;Other:4.1
|
Value:+0.8;Growth:-0.6;Quality:-0.8;Size:-0.0;Momentum:-0.8;LowVol:-0.7
|
MaxPos7%;NoDerivatives
| 8
| 25
| 4.8
|
trailing 8%
| 137
| 17.8
|
Bull
| 13.9
| 4.06
| 2.8
| 102
| 110
| 100
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| -5
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 34
| 3
| 99
| 3
| false
|
Tighten stops on momentum names
|
P1785
|
Hands-off
|
Taxable
|
USD
|
2024-08-01
| 713,229
| 49,919
| 663,310
| 1
| 61
| 16.2
| 15.1
| 7.6
|
VTI:21.3%;AAPL:15.9%;AMZN:17.7%;GLD:14.6%;MSFT:17.6%;BRK.B:12.9%
|
US:66.3;EU:9.3;APAC:11.6;EM:9.5;Other:3.3
|
Value:+0.7;Growth:-0.6;Quality:+0.7;Size:-0.3;Momentum:+0.4;LowVol:-0.4
| null | 5
| 30
| 4.4
|
hard 10%
| 119
| 17.9
|
Sideways
| 16.1
| 3.64
| 2.6
| 125
| 45
| 82
| 42
| false
|
Buy
|
Add to core equity +1%
| -15
| -12
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| -33
| -31
| 69
| 4
| false
|
Tax-aware sells next window
|
P1786
|
Active
|
401k
|
USD
|
2024-09-28
| 1,242,899
| 118,556
| 1,124,343
| 1
| 57.4
| 18.3
| 18.4
| 6
|
VOO:25.0%;MSFT:25.0%;VTI:25.0%;QQQ:25.0%
|
US:64.1;EU:14.8;APAC:11.7;EM:6.2;Other:3.1
|
Value:+0.5;Growth:-0.5;Quality:-0.5;Size:-0.3;Momentum:+0.3;LowVol:-0.2
| null | 7
| 30
| 5.7
|
trailing 8%
| 218
| 23.1
|
Bull
| 17.7
| 4.59
| 2.3
| 77
| 116
| 100
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -40
|
BrokerB
|
VWAP
| 85
| null | null |
Normal monitoring
| 102
| -58
| 198
| 3
| false
|
Tighten stops on momentum names
|
P1787
|
Opportunistic
|
Trust
|
USD
|
2024-11-03
| 1,539,304
| 72,677
| 1,466,627
| 1.12
| 70.6
| 10.8
| 11.1
| 7.6
|
VOO:24.1%;AAPL:14.2%;QQQ:24.1%;MUB:13.4%;BRK.B:24.1%
|
US:74.0;EU:8.2;APAC:8.1;EM:9.3;Other:0.4
|
Value:+0.6;Growth:+0.1;Quality:+0.9;Size:+0.3;Momentum:-0.4;LowVol:-0.5
|
MaxPos7%
| 6
| 30
| 4.4
|
hard 12%
| 170
| 21.4
|
Volatile
| 29.5
| 4.3
| 3.8
| 112
| -18
| 50
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -4
| -27
|
BrokerB
|
MKT
| 90
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 19
| -47
| 80
| 4
| false
|
Within IPS guidelines
|
P1788
|
Cautious
|
Taxable
|
USD
|
2024-12-29
| 310,012
| 37,703
| 272,309
| 1
| 44.3
| 41.9
| 1.8
| 12
|
HYG:33.3%;VOO:33.3%;BND:33.3%
|
US:69.6;EU:12.0;APAC:14.6;EM:3.6;Other:0.3
|
Value:+0.5;Growth:+0.1;Quality:+0.6;Size:+0.3;Momentum:-0.7;LowVol:-0.9
|
ESGOnly;MaxPos5%;NoMargin
| 8
| 30
| 3.4
|
trailing 8%
| 147
| 18.1
|
Volatile
| 27.5
| 5.32
| 2.4
| 143
| -32
| 45
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -3
|
BrokerD
|
VWAP
| 99
| null | null |
Normal monitoring
| -10
| -20
| 40
| 5
| false
|
Tighten stops on momentum names
|
P1789
|
Cautious
|
IRA
|
USD
|
2024-11-09
| 706,679
| 60,328
| 646,351
| 1
| 46.8
| 38
| 0
| 15.1
|
BRK.B:23.6%;GLD:14.6%;TLT:23.6%;IEF:23.6%;MSFT:14.7%
|
US:68.7;EU:9.0;APAC:7.6;EM:10.7;Other:4.2
|
Value:-0.7;Growth:-0.1;Quality:+0.7;Size:-0.1;Momentum:+0.6;LowVol:-0.5
|
NoMargin
| 5
| 35
| 4.3
|
trailing 8%
| 152
| 17.4
|
Volatile
| 23.8
| 3.73
| 2.7
| 134
| -3
| 37
| 51
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| -33
|
BrokerD
|
MKT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 110
| -39
| 232
| 3
| false
|
Tax-aware sells next window
|
P1790
|
Opportunistic
|
Trust
|
USD
|
2025-09-22
| 1,047,678
| 92,244
| 955,434
| 1
| 74.7
| 20.6
| 0.1
| 4.6
|
BND:33.3%;HYG:33.3%;AAPL:33.3%
|
US:61.5;EU:9.5;APAC:16.5;EM:10.7;Other:1.9
|
Value:+0.6;Growth:+0.3;Quality:-0.2;Size:-0.8;Momentum:-0.7;LowVol:-0.8
|
MaxPos8%
| 7
| 30
| 5.2
|
trailing 9%
| 203
| 24.1
|
Bear
| 23
| 3.07
| 2.5
| 212
| -21
| 34
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 35
| 14
|
BrokerB
|
LMT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 97
| -35
| 135
| 5
| false
|
Tax-aware sells next window
|
P1791
|
Opportunistic
|
Taxable
|
USD
|
2025-10-20
| 1,417,692
| 70,260
| 1,347,432
| 1
| 64.4
| 18.8
| 9.4
| 7.4
|
MUB:33.3%;BND:33.3%;AAPL:33.3%
|
US:65.1;EU:13.0;APAC:11.1;EM:6.6;Other:4.2
|
Value:-1.0;Growth:-0.8;Quality:-0.9;Size:-0.8;Momentum:-0.9;LowVol:+0.3
|
MaxPos7%
| 10
| 30
| 6.6
|
trailing 7%
| 248
| 25.4
|
Bull
| 17.8
| 4.47
| 2.8
| 95
| 102
| 96
| 58
| false
|
Buy
|
Add to core equity +1%
| -10
| 1
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| -21
| 6
| -60
| 3
| false
|
Tighten stops on momentum names
|
P1792
|
Cautious
|
401k
|
USD
|
2024-10-07
| 870,389
| 117,719
| 752,670
| 1
| 39.8
| 30.9
| 15
| 14.3
|
VOO:21.7%;XLF:22.4%;IEF:18.8%;MUB:22.4%;AAPL:14.8%
|
US:65.5;EU:15.8;APAC:11.5;EM:6.7;Other:0.6
|
Value:-0.8;Growth:0.0;Quality:+0.6;Size:+0.4;Momentum:-0.2;LowVol:+0.1
|
NoMargin
| 10
| 35
| 3.8
|
trailing 8%
| 128
| 15.4
|
Sideways
| 15.5
| 4.65
| 2.9
| 109
| -8
| 44
| 32
| false
|
Sell
|
Trim extended winner -1%
| 27
| -6
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 85
| -15
| 69
| 4
| false
|
Within IPS guidelines
|
P1793
|
Active
|
Taxable
|
USD
|
2025-10-02
| 643,979
| 49,188
| 594,791
| 1.13
| 52
| 24.7
| 16.7
| 6.6
|
MUB:33.3%;TSLA:33.3%;VTI:33.3%
|
US:71.5;EU:11.7;APAC:5.0;EM:11.4;Other:0.3
|
Value:+1.0;Growth:-0.0;Quality:+0.7;Size:-0.8;Momentum:-0.1;LowVol:-0.7
|
MaxPos5%
| 6
| 35
| 5.3
|
hard 12%
| 212
| 21.4
|
Sideways
| 21.7
| 3.74
| 2
| 134
| 57
| 80
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -16
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| -39
| -37
| -26
| 3
| false
|
Monitor dispersion and breadth
|
P1794
|
Cautious
|
Taxable
|
USD
|
2025-12-02
| 280,328
| 24,925
| 255,403
| 1
| 39.6
| 35.3
| 9.8
| 15.3
|
AAPL:10.8%;TLT:23.5%;BND:23.1%;MUB:19.0%;VNQ:23.5%
|
US:78.4;EU:9.1;APAC:6.5;EM:5.3;Other:0.7
|
Value:-0.7;Growth:-0.5;Quality:-0.7;Size:+0.6;Momentum:+0.1;LowVol:-0.7
|
ESGOnly;MaxPos7%;NoMargin
| 5
| 25
| 5.6
|
trailing 10%
| 164
| 18.6
|
Bull
| 12.9
| 3.85
| 3
| 100
| 96
| 83
| 19
| false
|
Sell
|
Trim extended winner -1%
| -6
| -29
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| 6
| -14
| 71
| 5
| false
|
Within IPS guidelines
|
P1795
|
Hands-off
|
IRA
|
USD
|
2024-09-17
| 770,131
| 72,998
| 697,133
| 1
| 66.6
| 17.2
| 6.3
| 9.8
|
VOO:17.1%;BND:24.3%;QQQ:13.9%;TLT:24.3%;MSFT:20.3%
|
US:75.9;EU:6.6;APAC:8.9;EM:5.0;Other:3.6
|
Value:+0.6;Growth:+0.5;Quality:-0.8;Size:-0.1;Momentum:-0.5;LowVol:+0.5
| null | 6
| 30
| 5.7
|
trailing 10%
| 160
| 15.5
|
Bear
| 31.7
| 3.16
| 2.3
| 203
| -2
| 43
| 76
| true
|
Rebalance
|
Rebalance back to target bands
| -10
| -21
|
BrokerC
|
LMT
| 88
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -22
| -37
| 19
| 2
| false
|
Tighten stops on momentum names
|
P1796
|
Systematic
|
Taxable
|
USD
|
2025-07-22
| 1,163,749
| 104,485
| 1,059,264
| 1
| 59.8
| 24.6
| 6.2
| 9.4
|
MUB:13.2%;IEF:21.9%;AMZN:21.9%;GLD:21.9%;TSLA:14.1%;VNQ:6.9%
|
US:65.3;EU:14.2;APAC:7.8;EM:7.7;Other:5.0
|
Value:-1.0;Growth:+0.6;Quality:-0.1;Size:-0.2;Momentum:-0.9;LowVol:-0.4
| null | 10
| 30
| 4.6
|
hard 12%
| 149
| 17.8
|
Sideways
| 16.7
| 3.7
| 2.3
| 120
| 51
| 87
| 45
| false
|
Buy
|
Add to core equity +1%
| -11
| -16
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| -31
| 18
| 74
| 3
| false
|
Tax-aware sells next window
|
P1797
|
Cautious
|
Taxable
|
USD
|
2025-10-04
| 696,294
| 85,527
| 610,767
| 1
| 39.9
| 41
| 2.6
| 16.5
|
BND:33.3%;MSFT:33.3%;HYG:33.3%
|
US:65.0;EU:14.8;APAC:7.2;EM:9.5;Other:3.5
|
Value:-0.7;Growth:-0.6;Quality:+0.9;Size:+0.1;Momentum:-0.1;LowVol:-0.5
|
ESGOnly;NoMargin
| 8
| 25
| 3.8
|
trailing 8%
| 111
| 19.3
|
Bull
| 12.6
| 4.02
| 3.5
| 77
| 117
| 100
| 26
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -12
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| 96
| -21
| 204
| 3
| false
|
Tax-aware sells next window
|
P1798
|
Cautious
|
Trust
|
USD
|
2024-12-18
| 844,555
| 121,732
| 722,823
| 1
| 38
| 33
| 12.4
| 16.6
|
BND:24.4%;QQQ:24.4%;AMZN:24.4%;VTI:15.4%;HYG:11.4%
|
US:60.9;EU:14.3;APAC:9.6;EM:10.3;Other:4.8
|
Value:+0.2;Growth:-0.6;Quality:-0.3;Size:+0.5;Momentum:-0.6;LowVol:-0.8
|
NoMargin
| 8
| 25
| 3
|
trailing 8%
| 111
| 18.7
|
Sideways
| 17.7
| 3.58
| 2.9
| 137
| 31
| 61
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -39
|
BrokerD
|
LMT
| 87
| null | null |
Normal monitoring
| 111
| -16
| 100
| 4
| false
|
Tax-aware sells next window
|
P1799
|
Active
|
IRA
|
USD
|
2024-08-24
| 891,387
| 83,826
| 807,561
| 1
| 65.9
| 21.6
| 7.1
| 5.4
|
HYG:26.1%;VTI:26.1%;QQQ:26.1%;TSLA:21.6%
|
US:73.2;EU:6.3;APAC:13.5;EM:3.7;Other:3.4
|
Value:+0.6;Growth:-0.3;Quality:+0.2;Size:-0.3;Momentum:-0.6;LowVol:-0.8
|
MaxPos5%
| 8
| 35
| 5.2
|
hard 12%
| 181
| 18.7
|
Volatile
| 31.7
| 5.37
| 4.5
| 145
| 5
| 47
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 10
| -1
|
BrokerD
|
MKT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -1
| -32
| 59
| 5
| false
|
Within IPS guidelines
|
P1800
|
Systematic
|
401k
|
USD
|
2025-08-31
| 1,917,377
| 106,147
| 1,811,230
| 1
| 57.7
| 24.6
| 10.7
| 6.9
|
VNQ:20.6%;AAPL:26.5%;MUB:26.5%;TLT:26.5%
|
US:64.8;EU:14.5;APAC:6.6;EM:12.4;Other:1.8
|
Value:+0.4;Growth:+0.3;Quality:-0.1;Size:-0.6;Momentum:+0.1;LowVol:-0.3
| null | 6
| 35
| 5.3
|
hard 12%
| 221
| 23.7
|
Volatile
| 22.3
| 5.12
| 2.5
| 160
| -7
| 41
| 50
| false
|
Buy
|
Add to core equity +1%
| -12
| -35
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| -16
| -23
| 27
| 5
| false
|
Within IPS guidelines
|
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