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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P2501
|
Hands-off
|
Trust
|
USD
|
2024-09-18
| 570,728
| 37,702
| 533,026
| 1
| 66.1
| 26.2
| 0
| 7.7
|
TSLA:17.2%;MUB:15.7%;GLD:8.6%;AMZN:18.0%;VTI:21.9%;HYG:18.5%
|
US:60.7;EU:15.7;APAC:12.5;EM:8.4;Other:2.7
|
Value:+0.9;Growth:+0.7;Quality:-0.2;Size:-0.5;Momentum:+0.2;LowVol:-1.0
|
ESGOnly
| 10
| 25
| 4.8
|
trailing 8%
| 116
| 19.3
|
Bull
| 15.3
| 4.28
| 3.5
| 79
| 79
| 90
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| 14
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 42
| -30
| 89
| 4
| false
|
Tax-aware sells next window
|
P2502
|
Opportunistic
|
Trust
|
USD
|
2025-05-07
| 1,396,408
| 70,527
| 1,325,881
| 1
| 75.2
| 11.4
| 5.6
| 7.7
|
TLT:15.7%;HYG:21.9%;QQQ:11.8%;VNQ:16.3%;TSLA:12.3%;XLF:21.9%
|
US:62.3;EU:18.1;APAC:10.2;EM:5.5;Other:3.9
|
Value:-0.9;Growth:-0.6;Quality:+0.6;Size:-0.2;Momentum:-0.7;LowVol:-0.7
|
MaxPos8%
| 8
| 30
| 5.4
|
trailing 7%
| 244
| 27.2
|
Volatile
| 20.4
| 3.76
| 2.6
| 126
| -18
| 45
| 69
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| 11
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 71
| 5
| 123
| 3
| false
|
Within IPS guidelines
|
P2503
|
Hands-off
|
Taxable
|
USD
|
2025-02-09
| 424,507
| 40,822
| 383,685
| 1
| 67.7
| 20.5
| 2.3
| 9.6
|
VOO:22.1%;HYG:11.6%;MUB:22.1%;TLT:22.1%;AMZN:22.1%
|
US:59.9;EU:19.3;APAC:6.0;EM:11.1;Other:3.7
|
Value:+0.3;Growth:+0.9;Quality:-0.5;Size:-0.7;Momentum:-0.8;LowVol:+0.1
|
NoDerivatives
| 7
| 25
| 4.7
|
trailing 8%
| 126
| 17.6
|
Volatile
| 28.5
| 5.13
| 4.3
| 141
| 76
| 76
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 12
| 11
|
BrokerA
|
LMT
| 87
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 6
| 4
| 108
| 5
| false
|
Monitor dispersion and breadth
|
P2504
|
Cautious
|
401k
|
USD
|
2024-09-02
| 677,882
| 62,258
| 615,624
| 1
| 49.5
| 31.3
| 2.8
| 16.4
|
IEF:23.7%;MSFT:23.7%;VNQ:17.5%;VOO:11.3%;TLT:23.7%
|
US:65.5;EU:11.8;APAC:7.0;EM:13.0;Other:2.8
|
Value:0.0;Growth:-0.3;Quality:+0.3;Size:+0.5;Momentum:-0.1;LowVol:+0.6
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 8
| 30
| 4.2
|
hard 10%
| 167
| 18.3
|
Volatile
| 29.3
| 5.41
| 2.6
| 160
| -12
| 38
| 62
| false
|
Sell
|
Trim extended winner -1%
| -2
| -10
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| -40
| 4
| 3
| 3
| false
|
Tax-aware sells next window
|
P2505
|
Active
|
IRA
|
USD
|
2025-11-17
| 1,091,719
| 101,988
| 989,731
| 1.11
| 67.7
| 26.9
| 0.4
| 5
|
AMZN:23.4%;BRK.B:16.9%;GLD:20.1%;VTI:23.4%;IEF:16.2%
|
US:70.5;EU:7.8;APAC:8.6;EM:12.0;Other:1.0
|
Value:+0.6;Growth:+0.2;Quality:-0.3;Size:-0.8;Momentum:+0.4;LowVol:+0.4
|
NoDerivatives
| 10
| 25
| 5.4
|
trailing 9%
| 167
| 25.6
|
Sideways
| 18.8
| 3.86
| 2.2
| 137
| 1
| 55
| 52
| false
|
Sell
|
Trim extended winner -1%
| -3
| -6
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 48
| -45
| 48
| 4
| false
|
Increase defensive factor exposure
|
P2506
|
Systematic
|
Roth
|
USD
|
2024-09-06
| 912,660
| 51,469
| 861,191
| 1
| 58.4
| 23.2
| 12.5
| 5.8
|
VNQ:19.7%;MUB:13.0%;AAPL:21.1%;GLD:23.1%;TLT:23.1%
|
US:74.5;EU:8.1;APAC:8.3;EM:6.0;Other:3.1
|
Value:+0.7;Growth:+0.1;Quality:+1.0;Size:+0.3;Momentum:-0.2;LowVol:+0.4
| null | 6
| 25
| 4.4
|
trailing 8%
| 183
| 20.3
|
Bull
| 13.9
| 4.11
| 2.2
| 114
| 96
| 96
| 32
| true
|
Hedge
|
Buy index puts 1% notional
| 35
| 11
|
BrokerC
|
LMT
| 93
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 75
| 0
| 163
| 5
| false
|
Tighten stops on momentum names
|
P2507
|
Opportunistic
|
401k
|
USD
|
2025-04-05
| 1,242,461
| 54,219
| 1,188,242
| 1
| 63.6
| 13.2
| 15.6
| 7.6
|
MSFT:23.5%;BRK.B:25.4%;IEF:25.5%;MUB:25.5%
|
US:57.5;EU:18.0;APAC:12.7;EM:8.4;Other:3.4
|
Value:+0.1;Growth:-0.2;Quality:-0.5;Size:-0.1;Momentum:-0.5;LowVol:-0.4
|
NoDerivatives
| 10
| 30
| 6.1
|
trailing 9%
| 227
| 27.7
|
Bear
| 29.2
| 3.58
| 2.8
| 132
| -47
| 15
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| -5
|
BrokerD
|
MKT
| 91
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 15
| -25
| 33
| 2
| false
|
Increase defensive factor exposure
|
P2508
|
Active
|
IRA
|
USD
|
2025-03-15
| 2,366,115
| 233,620
| 2,132,495
| 1.13
| 60.9
| 22.7
| 8
| 8.4
|
VOO:27.1%;VNQ:27.1%;XLF:18.8%;TSLA:27.1%
|
US:64.1;EU:14.1;APAC:8.0;EM:10.2;Other:3.5
|
Value:+0.2;Growth:-1.0;Quality:-0.5;Size:+0.8;Momentum:+0.8;LowVol:-0.5
| null | 7
| 30
| 5.6
|
trailing 9%
| 158
| 27.3
|
Sideways
| 20.5
| 4.15
| 3.4
| 132
| 37
| 67
| 50
| false
|
Sell
|
Trim extended winner -1%
| 5
| -8
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| 32
| -17
| 100
| 4
| false
|
Monitor dispersion and breadth
|
P2509
|
Systematic
|
IRA
|
USD
|
2025-07-15
| 1,225,429
| 78,905
| 1,146,524
| 1
| 62.8
| 20.4
| 11.5
| 5.3
|
QQQ:13.1%;MSFT:22.2%;BND:22.2%;BRK.B:14.2%;TSLA:20.9%;VNQ:7.4%
|
US:73.9;EU:9.2;APAC:5.6;EM:6.4;Other:4.9
|
Value:+0.5;Growth:-1.0;Quality:-0.2;Size:+0.1;Momentum:+0.6;LowVol:+0.2
|
MaxPos6%
| 7
| 30
| 5.3
|
trailing 9%
| 129
| 21.7
|
Sideways
| 16.7
| 4.91
| 2.2
| 124
| -6
| 46
| 58
| false
|
Sell
|
Trim extended winner -1%
| 32
| 2
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| 46
| 10
| 69
| 3
| false
|
Tighten stops on momentum names
|
P2510
|
Active
|
401k
|
USD
|
2025-03-31
| 1,000,215
| 78,890
| 921,325
| 1.17
| 58
| 22.1
| 12.3
| 7.6
|
HYG:25.0%;VTI:25.0%;XLF:25.0%;BRK.B:25.0%
|
US:72.8;EU:6.5;APAC:9.7;EM:7.4;Other:3.6
|
Value:+0.4;Growth:+0.6;Quality:-0.3;Size:+0.2;Momentum:+0.7;LowVol:-0.8
|
MaxPos7%
| 10
| 30
| 5.6
|
trailing 9%
| 183
| 26.6
|
Bull
| 17
| 4.93
| 3.3
| 75
| 53
| 81
| 54
| false
|
Sell
|
Trim extended winner -1%
| -2
| -13
|
BrokerA
|
VWAP
| 99
| null | null |
Normal monitoring
| 64
| -12
| 128
| 4
| false
|
Tighten stops on momentum names
|
P2511
|
Active
|
IRA
|
USD
|
2024-12-23
| 1,034,854
| 122,020
| 912,834
| 1
| 54.3
| 24.9
| 11.2
| 9.6
|
VOO:19.9%;MUB:23.6%;QQQ:23.6%;TLT:23.6%;VTI:9.4%
|
US:72.2;EU:9.4;APAC:8.0;EM:8.4;Other:2.1
|
Value:+0.2;Growth:+0.7;Quality:-1.0;Size:+0.4;Momentum:+0.1;LowVol:-0.6
|
MaxPos8%
| 5
| 30
| 5.4
|
trailing 9%
| 216
| 27
|
Sideways
| 18.6
| 4.23
| 2.1
| 100
| 44
| 64
| 50
| false
|
Buy
|
Add to core equity +1%
| 34
| -40
|
BrokerB
|
VWAP
| 89
| null | null |
Normal monitoring
| 97
| -39
| 155
| 5
| false
|
Monitor dispersion and breadth
|
P2512
|
Systematic
|
IRA
|
USD
|
2024-08-25
| 906,802
| 42,794
| 864,008
| 1
| 56.6
| 28.2
| 5.3
| 9.8
|
BRK.B:18.9%;BND:12.6%;AAPL:22.8%;TLT:22.8%;XLF:22.8%
|
US:76.2;EU:11.1;APAC:6.5;EM:5.6;Other:0.6
|
Value:+0.3;Growth:+0.2;Quality:+0.8;Size:+0.2;Momentum:+0.9;LowVol:-0.8
| null | 7
| 35
| 5.6
|
hard 12%
| 187
| 20.3
|
Bull
| 15.1
| 4.75
| 2.7
| 78
| 113
| 100
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| 10
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 93
| 9
| 225
| 4
| false
|
Tax-aware sells next window
|
P2513
|
Cautious
|
Roth
|
USD
|
2024-10-06
| 157,004
| 15,084
| 141,920
| 1
| 47.2
| 37.5
| 0
| 15.3
|
BRK.B:10.1%;TLT:11.1%;VTI:19.8%;QQQ:23.8%;HYG:23.8%;MUB:11.3%
|
US:61.4;EU:17.9;APAC:12.8;EM:5.1;Other:2.9
|
Value:+0.5;Growth:+0.6;Quality:+0.7;Size:-0.7;Momentum:+0.6;LowVol:-1.0
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 3.4
|
trailing 8%
| 163
| 18.3
|
Bull
| 16.4
| 4.66
| 2.5
| 109
| 31
| 73
| 43
| true
|
Rebalance
|
Rebalance back to target bands
| 14
| 1
|
BrokerA
|
MKT
| 91
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 39
| -23
| 174
| 3
| false
|
Within IPS guidelines
|
P2514
|
Cautious
|
Taxable
|
USD
|
2025-04-11
| 312,611
| 47,166
| 265,445
| 1
| 48.2
| 34.8
| 0
| 17
|
IEF:24.3%;HYG:24.3%;TSLA:24.3%;AAPL:13.9%;QQQ:13.2%
|
US:70.5;EU:17.5;APAC:4.7;EM:3.9;Other:3.3
|
Value:-0.1;Growth:-0.4;Quality:-0.5;Size:-0.5;Momentum:+0.7;LowVol:+0.8
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 35
| 5.3
|
hard 10%
| 103
| 19.3
|
Bull
| 17.4
| 3.97
| 3.3
| 96
| 84
| 88
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -4
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| 111
| 0
| 164
| 4
| false
|
Within IPS guidelines
|
P2515
|
Systematic
|
Trust
|
USD
|
2025-04-09
| 1,847,544
| 99,276
| 1,748,268
| 1
| 57.2
| 27.9
| 8.8
| 6.1
|
MUB:33.3%;IEF:33.3%;BND:33.3%
|
US:66.4;EU:8.9;APAC:15.4;EM:7.7;Other:1.5
|
Value:-0.0;Growth:+0.9;Quality:-0.6;Size:-0.6;Momentum:+1.0;LowVol:-0.3
|
NoDerivatives
| 7
| 35
| 5.4
|
trailing 9%
| 170
| 26.6
|
Bull
| 12.6
| 4.06
| 2.3
| 114
| 90
| 100
| 32
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -31
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 96
| -22
| 192
| 5
| false
|
Tax-aware sells next window
|
P2516
|
Systematic
|
401k
|
USD
|
2025-03-25
| 1,331,925
| 74,430
| 1,257,495
| 1
| 59.8
| 29.5
| 3.5
| 7.2
|
AAPL:33.3%;BND:33.3%;HYG:33.3%
|
US:71.3;EU:10.5;APAC:5.8;EM:11.6;Other:0.7
|
Value:-0.7;Growth:-0.0;Quality:-0.0;Size:-0.6;Momentum:-0.9;LowVol:+0.4
|
NoDerivatives
| 5
| 25
| 4.4
|
hard 12%
| 132
| 26.2
|
Bear
| 22.1
| 3.03
| 2.9
| 140
| -46
| 16
| 59
| false
|
Sell
|
Trim extended winner -1%
| 9
| -27
|
BrokerB
|
MKT
| 100
| null | null |
Normal monitoring
| -57
| -21
| -25
| 4
| false
|
Within IPS guidelines
|
P2517
|
Cautious
|
Trust
|
USD
|
2025-04-10
| 508,660
| 54,496
| 454,164
| 1
| 50.1
| 37.3
| 0
| 12.6
|
VOO:33.3%;AMZN:33.3%;BRK.B:33.3%
|
US:64.0;EU:17.2;APAC:8.2;EM:5.4;Other:5.2
|
Value:+0.7;Growth:0.0;Quality:-0.6;Size:+0.3;Momentum:-0.3;LowVol:-0.5
|
ESGOnly;NoMargin
| 5
| 35
| 5
|
trailing 8%
| 133
| 17.7
|
Sideways
| 20.6
| 3.85
| 2.6
| 91
| 25
| 66
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -33
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 53
| -18
| 141
| 4
| false
|
Tax-aware sells next window
|
P2518
|
Opportunistic
|
Taxable
|
USD
|
2025-03-27
| 762,510
| 62,770
| 699,740
| 1.06
| 65.8
| 11.7
| 15.5
| 7
|
MUB:25.2%;QQQ:25.2%;BRK.B:24.4%;TSLA:25.2%
|
US:65.8;EU:10.9;APAC:15.1;EM:4.3;Other:3.9
|
Value:-0.9;Growth:-0.1;Quality:+0.4;Size:+0.2;Momentum:+0.3;LowVol:+0.1
|
NoDerivatives
| 7
| 35
| 6.3
|
hard 12%
| 198
| 21.7
|
Bull
| 11.6
| 3.72
| 2.9
| 88
| 46
| 78
| 39
| false
|
Sell
|
Trim extended winner -1%
| -15
| -34
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 33
| 3
| 116
| 3
| false
|
Tighten stops on momentum names
|
P2519
|
Active
|
IRA
|
USD
|
2025-02-12
| 1,057,259
| 99,091
| 958,168
| 1
| 51.6
| 28.7
| 11.2
| 8.4
|
AAPL:20.6%;GLD:18.5%;VNQ:15.8%;IEF:21.0%;MSFT:12.4%;MUB:11.8%
|
US:68.2;EU:16.7;APAC:8.2;EM:4.2;Other:2.7
|
Value:-0.5;Growth:+0.7;Quality:+0.1;Size:-0.2;Momentum:-0.8;LowVol:-0.3
|
NoDerivatives
| 10
| 35
| 5.5
|
trailing 9%
| 179
| 24.8
|
Sideways
| 19.1
| 4.07
| 2.1
| 135
| 15
| 55
| 44
| false
|
NoAction
|
Within bands; monitor
| 29
| -34
|
BrokerB
|
VWAP
| 98
| null | null |
Normal monitoring
| 10
| -20
| -21
| 3
| false
|
Tighten stops on momentum names
|
P2520
|
Active
|
IRA
|
USD
|
2024-07-09
| 1,846,200
| 189,650
| 1,656,550
| 1.22
| 53.6
| 26.3
| 14.7
| 5.4
|
AMZN:27.1%;MUB:21.9%;XLF:26.5%;TLT:24.6%
|
US:66.4;EU:12.7;APAC:11.9;EM:8.7;Other:0.3
|
Value:-0.0;Growth:+0.3;Quality:-0.8;Size:-0.2;Momentum:+0.3;LowVol:+0.7
| null | 5
| 35
| 5
|
trailing 9%
| 133
| 23.3
|
Volatile
| 25.8
| 4.95
| 2.9
| 140
| -41
| 14
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| -16
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 106
| -30
| 115
| 3
| false
|
Tax-aware sells next window
|
P2521
|
Systematic
|
Roth
|
USD
|
2025-11-25
| 1,207,560
| 67,359
| 1,140,201
| 1
| 58.9
| 31.1
| 4.2
| 5.8
|
XLF:19.1%;TLT:19.6%;MSFT:12.6%;AMZN:10.3%;TSLA:15.9%;QQQ:22.6%
|
US:74.3;EU:8.3;APAC:7.7;EM:9.5;Other:0.2
|
Value:-0.4;Growth:+0.5;Quality:+0.4;Size:+0.5;Momentum:-0.3;LowVol:-0.4
| null | 10
| 30
| 4.9
|
trailing 8%
| 192
| 24.5
|
Sideways
| 21.3
| 4.54
| 2.4
| 129
| 2
| 52
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -11
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| -14
| -51
| -28
| 3
| false
|
Within IPS guidelines
|
P2522
|
Hands-off
|
IRA
|
USD
|
2025-06-22
| 217,285
| 17,605
| 199,680
| 1
| 66.8
| 19.6
| 6.9
| 6.7
|
VTI:17.7%;IEF:21.4%;AMZN:10.6%;MUB:11.0%;VOO:20.6%;AAPL:18.5%
|
US:71.3;EU:10.9;APAC:10.1;EM:6.9;Other:0.9
|
Value:0.0;Growth:-0.9;Quality:-0.7;Size:-0.2;Momentum:-0.9;LowVol:-0.2
|
ESGOnly;MaxPos5%
| 5
| 25
| 4
|
trailing 8%
| 105
| 19
|
Bull
| 13.5
| 4.03
| 3.1
| 82
| 58
| 76
| 53
| false
|
NoAction
|
Within bands; monitor
| 8
| 12
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 58
| -35
| 117
| 3
| false
|
Monitor dispersion and breadth
|
P2523
|
Active
|
401k
|
USD
|
2025-06-03
| 620,982
| 43,825
| 577,157
| 1
| 65.6
| 27.5
| 0
| 6.9
|
TLT:21.6%;BRK.B:23.1%;AMZN:23.1%;MSFT:23.1%;HYG:9.1%
|
US:65.9;EU:11.7;APAC:16.6;EM:3.8;Other:2.0
|
Value:-0.6;Growth:-0.8;Quality:-0.4;Size:-0.6;Momentum:+0.5;LowVol:-1.0
| null | 10
| 35
| 5.7
|
hard 12%
| 122
| 19.5
|
Volatile
| 21.8
| 5.12
| 3.3
| 158
| -44
| 38
| 63
| false
|
NoAction
|
Within bands; monitor
| -10
| -15
|
BrokerA
|
VWAP
| 85
| null | null |
Normal monitoring
| 104
| -11
| 118
| 4
| false
|
Tighten stops on momentum names
|
P2524
|
Opportunistic
|
Taxable
|
USD
|
2024-12-02
| 1,519,981
| 126,682
| 1,393,299
| 1
| 68.4
| 16.7
| 9.5
| 5.4
|
VTI:33.9%;VNQ:33.9%;GLD:32.2%
|
US:76.2;EU:7.4;APAC:8.6;EM:4.4;Other:3.3
|
Value:-0.1;Growth:+0.9;Quality:-0.1;Size:+0.5;Momentum:+0.6;LowVol:+1.0
|
NoDerivatives
| 5
| 25
| 4.8
|
hard 12%
| 256
| 35
|
Sideways
| 21.7
| 4.29
| 2.1
| 122
| 42
| 73
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -38
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| 39
| 16
| 176
| 4
| false
|
Tighten stops on momentum names
|
P2525
|
Cautious
|
401k
|
USD
|
2025-01-08
| 442,158
| 40,107
| 402,051
| 1
| 51.4
| 30.6
| 1.6
| 16.3
|
HYG:21.6%;BRK.B:21.6%;VOO:19.4%;MSFT:15.7%;VNQ:21.6%
|
US:74.2;EU:7.3;APAC:11.2;EM:7.0;Other:0.3
|
Value:-0.7;Growth:+0.5;Quality:+0.8;Size:+0.2;Momentum:+0.6;LowVol:-0.5
|
NoMargin
| 10
| 25
| 3.3
|
trailing 8%
| 133
| 18.2
|
Bull
| 12.1
| 3.58
| 2.4
| 97
| 110
| 99
| 42
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| -13
|
BrokerA
|
LMT
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -60
| 18
| -59
| 5
| false
|
Tax-aware sells next window
|
P2526
|
Opportunistic
|
Trust
|
USD
|
2024-12-11
| 1,657,652
| 73,894
| 1,583,758
| 1
| 69
| 12.5
| 14
| 4.5
|
MSFT:15.8%;TLT:11.8%;TSLA:15.4%;BND:17.4%;HYG:20.5%;AMZN:19.2%
|
US:61.5;EU:15.1;APAC:11.0;EM:10.4;Other:2.0
|
Value:+0.7;Growth:+0.2;Quality:-0.7;Size:+0.1;Momentum:-0.6;LowVol:+0.3
|
MaxPos7%
| 10
| 30
| 5.3
|
trailing 7%
| 238
| 31.9
|
Volatile
| 25.3
| 3.61
| 2.6
| 122
| 62
| 87
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -8
|
BrokerA
|
MKT
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 14
| 6
| 149
| 5
| false
|
Within IPS guidelines
|
P2527
|
Opportunistic
|
Roth
|
USD
|
2024-11-03
| 641,349
| 49,640
| 591,709
| 1.1
| 65.8
| 15.4
| 11.4
| 7.5
|
HYG:33.3%;AAPL:33.3%;MSFT:33.3%
|
US:66.3;EU:12.0;APAC:8.8;EM:9.7;Other:3.2
|
Value:+0.3;Growth:+0.3;Quality:+0.3;Size:+0.7;Momentum:-0.3;LowVol:-0.4
| null | 5
| 30
| 4.4
|
trailing 9%
| 194
| 28.1
|
Bull
| 11.1
| 4.7
| 3.4
| 115
| 51
| 82
| 34
| false
|
Buy
|
Add to core equity +1%
| -15
| 13
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 115
| -38
| 191
| 4
| false
|
Within IPS guidelines
|
P2528
|
Active
|
401k
|
USD
|
2025-02-03
| 1,664,059
| 153,118
| 1,510,941
| 1.06
| 61.8
| 31.3
| 0.4
| 6.6
|
AAPL:33.3%;QQQ:33.3%;IEF:33.3%
|
US:61.3;EU:16.6;APAC:12.7;EM:7.6;Other:1.9
|
Value:+0.4;Growth:+0.8;Quality:+0.1;Size:-0.7;Momentum:-0.5;LowVol:+0.8
|
MaxPos7%;NoDerivatives
| 7
| 35
| 4.6
|
trailing 8%
| 224
| 25.5
|
Volatile
| 25.5
| 3.92
| 3.5
| 112
| 16
| 71
| 58
| false
|
Buy
|
Add to core equity +1%
| 15
| -13
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 21
| -12
| 10
| 5
| false
|
Within IPS guidelines
|
P2529
|
Cautious
|
IRA
|
USD
|
2025-08-09
| 415,823
| 35,807
| 380,016
| 1
| 42.5
| 39
| 2.7
| 15.8
|
AMZN:25.8%;VNQ:10.3%;TSLA:25.8%;HYG:20.5%;BRK.B:17.7%
|
US:64.9;EU:13.3;APAC:8.2;EM:9.4;Other:4.2
|
Value:+0.8;Growth:+0.5;Quality:+0.8;Size:-0.6;Momentum:+0.7;LowVol:+0.1
|
ESGOnly;MaxPos6%;NoMargin
| 8
| 35
| 5.7
|
trailing 10%
| 139
| 14.5
|
Volatile
| 23.3
| 3.88
| 2.2
| 112
| -30
| 35
| 59
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -15
| 2
|
BrokerC
|
MKT
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 30
| -4
| 75
| 3
| false
|
Increase defensive factor exposure
|
P2530
|
Cautious
|
Roth
|
USD
|
2025-06-04
| 579,786
| 69,142
| 510,644
| 1
| 44.5
| 31.8
| 8.6
| 15.1
|
TLT:26.5%;VTI:20.4%;BRK.B:26.5%;VOO:26.5%
|
US:66.3;EU:10.5;APAC:11.4;EM:11.1;Other:0.7
|
Value:+0.7;Growth:+0.2;Quality:-0.8;Size:+0.9;Momentum:-0.2;LowVol:-0.4
|
MaxPos5%;NoMargin
| 8
| 25
| 5.2
|
hard 10%
| 110
| 12.5
|
Bear
| 22.9
| 3.72
| 2
| 150
| -12
| 52
| 43
| false
|
Buy
|
Add to core equity +1%
| 2
| -39
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 105
| 7
| 157
| 3
| false
|
Tighten stops on momentum names
|
P2531
|
Cautious
|
Taxable
|
USD
|
2025-11-29
| 664,058
| 100,413
| 563,645
| 1
| 47.8
| 38.4
| 0
| 13.8
|
VTI:24.7%;TLT:25.1%;BND:25.1%;AAPL:25.1%
|
US:67.9;EU:16.2;APAC:7.7;EM:4.3;Other:3.8
|
Value:+0.8;Growth:+0.7;Quality:0.0;Size:+0.6;Momentum:-0.2;LowVol:-0.2
|
MaxPos7%;NoMargin
| 5
| 30
| 6
|
trailing 8%
| 125
| 16
|
Bull
| 13.9
| 4.28
| 2.7
| 77
| 96
| 92
| 35
| false
|
Sell
|
Trim extended winner -1%
| 16
| -40
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| 53
| 1
| 94
| 3
| false
|
Monitor dispersion and breadth
|
P2532
|
Hands-off
|
401k
|
USD
|
2024-09-27
| 587,287
| 55,513
| 531,774
| 1
| 72
| 17.1
| 5.8
| 5
|
QQQ:26.0%;BRK.B:26.0%;AAPL:26.0%;BND:22.0%
|
US:63.5;EU:16.1;APAC:11.5;EM:8.6;Other:0.3
|
Value:-0.7;Growth:-0.2;Quality:-0.6;Size:-0.3;Momentum:-0.7;LowVol:+0.3
|
NoDerivatives
| 10
| 30
| 4.7
|
hard 10%
| 128
| 12.4
|
Bear
| 23.8
| 4.42
| 1.4
| 138
| -111
| 5
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -19
|
BrokerC
|
LMT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 52
| 13
| 19
| 2
| false
|
Monitor dispersion and breadth
|
P2533
|
Active
|
Trust
|
USD
|
2025-08-27
| 721,888
| 65,904
| 655,984
| 1
| 67
| 25.4
| 0.7
| 7
|
BRK.B:23.1%;VNQ:20.8%;MUB:23.1%;AMZN:23.1%;QQQ:9.9%
|
US:71.8;EU:10.3;APAC:12.3;EM:4.6;Other:0.9
|
Value:-0.1;Growth:+0.3;Quality:+0.9;Size:-0.4;Momentum:+0.4;LowVol:-1.0
| null | 8
| 25
| 4.9
|
trailing 9%
| 161
| 17.2
|
Sideways
| 21.3
| 3.52
| 2.7
| 118
| 56
| 76
| 63
| false
|
NoAction
|
Within bands; monitor
| 3
| -15
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -6
| -6
| 14
| 4
| false
|
Monitor dispersion and breadth
|
P2534
|
Cautious
|
IRA
|
USD
|
2025-06-12
| 735,456
| 103,751
| 631,705
| 1
| 43.6
| 40
| 1.1
| 15.3
|
BRK.B:19.8%;TLT:19.7%;QQQ:19.5%;IEF:19.4%;MSFT:9.0%;BND:12.6%
|
US:62.4;EU:16.7;APAC:8.5;EM:9.9;Other:2.5
|
Value:+0.4;Growth:+0.3;Quality:+0.5;Size:-0.2;Momentum:-0.7;LowVol:-0.6
|
ESGOnly;NoMargin
| 10
| 35
| 5
|
trailing 8%
| 97
| 17.2
|
Sideways
| 20.3
| 4.24
| 2.9
| 129
| 32
| 63
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -29
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| -41
| -43
| 51
| 4
| false
|
Increase defensive factor exposure
|
P2535
|
Active
|
Taxable
|
USD
|
2024-11-01
| 959,984
| 99,097
| 860,887
| 1
| 60.2
| 31.1
| 0
| 8.7
|
AAPL:22.2%;IEF:22.2%;MUB:22.2%;TLT:16.2%;VOO:17.1%
|
US:66.5;EU:15.1;APAC:13.0;EM:5.4;Other:0.1
|
Value:-0.3;Growth:+0.5;Quality:-0.4;Size:+0.1;Momentum:+0.1;LowVol:+0.4
|
MaxPos8%;NoDerivatives
| 8
| 25
| 4.2
|
hard 12%
| 222
| 17.7
|
Volatile
| 28.4
| 5.16
| 2.3
| 130
| -7
| 60
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 4
| 0
|
BrokerB
|
LMT
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -39
| -58
| 92
| 5
| false
|
Within IPS guidelines
|
P2536
|
Hands-off
|
401k
|
USD
|
2025-04-02
| 464,772
| 39,898
| 424,874
| 1
| 61.7
| 27
| 3.3
| 8
|
MSFT:26.8%;QQQ:26.8%;AAPL:19.7%;VNQ:26.8%
|
US:62.5;EU:11.5;APAC:12.5;EM:11.1;Other:2.5
|
Value:-0.0;Growth:-0.4;Quality:+0.6;Size:-0.1;Momentum:-0.1;LowVol:+0.5
|
NoDerivatives
| 10
| 30
| 4.1
|
trailing 8%
| 102
| 14.7
|
Volatile
| 20.7
| 4.27
| 3.1
| 117
| 65
| 97
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -14
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 57
| 10
| 179
| 4
| false
|
Within IPS guidelines
|
P2537
|
Active
|
Roth
|
USD
|
2025-12-22
| 890,352
| 67,295
| 823,057
| 1
| 62.1
| 19.4
| 12.9
| 5.5
|
TLT:15.7%;BND:21.1%;VOO:10.3%;VTI:18.9%;MUB:20.3%;TSLA:13.8%
|
US:65.6;EU:17.8;APAC:11.8;EM:2.9;Other:1.9
|
Value:+0.7;Growth:-0.0;Quality:-0.9;Size:+0.4;Momentum:-0.4;LowVol:-0.7
| null | 8
| 30
| 4.1
|
hard 12%
| 167
| 16.1
|
Bear
| 23.3
| 4.2
| 2.2
| 194
| -112
| 5
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| 0
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 66
| -53
| 121
| 4
| false
|
Monitor dispersion and breadth
|
P2538
|
Hands-off
|
Taxable
|
USD
|
2025-06-10
| 796,005
| 73,646
| 722,359
| 1
| 68.8
| 25.9
| 0
| 5.3
|
HYG:15.9%;TSLA:15.6%;XLF:16.1%;MSFT:18.4%;VNQ:16.6%;AMZN:17.4%
|
US:64.6;EU:11.1;APAC:10.9;EM:13.2;Other:0.2
|
Value:-0.7;Growth:+0.9;Quality:+0.6;Size:-0.8;Momentum:+1.0;LowVol:+0.8
|
ESGOnly
| 10
| 25
| 3.3
|
trailing 10%
| 135
| 13.6
|
Bull
| 17.1
| 3.92
| 2.4
| 112
| 61
| 86
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -13
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -8
| 8
| -5
| 3
| false
|
Tighten stops on momentum names
|
P2539
|
Systematic
|
Roth
|
USD
|
2024-12-18
| 674,634
| 28,551
| 646,083
| 1
| 55.9
| 29.4
| 9.6
| 5.1
|
VOO:17.1%;MSFT:21.6%;MUB:21.6%;VNQ:21.6%;BND:18.0%
|
US:67.9;EU:12.4;APAC:11.0;EM:8.1;Other:0.6
|
Value:-0.6;Growth:-0.7;Quality:+0.7;Size:-0.9;Momentum:-0.6;LowVol:+0.6
|
MaxPos8%
| 8
| 25
| 5.5
|
hard 12%
| 144
| 21.5
|
Volatile
| 29.3
| 4.2
| 2.9
| 171
| -2
| 59
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| -14
|
BrokerD
|
MKT
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 85
| -37
| 179
| 2
| false
|
Within IPS guidelines
|
P2540
|
Cautious
|
IRA
|
USD
|
2025-08-22
| 319,620
| 29,140
| 290,480
| 1
| 37.7
| 43.7
| 1.9
| 16.6
|
AAPL:25.0%;AMZN:10.5%;TLT:22.4%;HYG:17.0%;VNQ:25.0%
|
US:72.5;EU:6.9;APAC:11.2;EM:8.5;Other:0.9
|
Value:+0.9;Growth:+0.1;Quality:+0.7;Size:-0.1;Momentum:+0.7;LowVol:-0.3
|
NoMargin
| 7
| 30
| 4.2
|
hard 10%
| 132
| 15.3
|
Bear
| 22.2
| 3.68
| 1.9
| 188
| -49
| 16
| 38
| false
|
Sell
|
Trim extended winner -1%
| 13
| -18
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 59
| -58
| 98
| 4
| false
|
Monitor dispersion and breadth
|
P2541
|
Active
|
Roth
|
USD
|
2025-10-16
| 1,467,884
| 142,735
| 1,325,149
| 1
| 59.1
| 30.6
| 2.7
| 7.6
|
AMZN:7.0%;AAPL:22.4%;TLT:22.4%;HYG:18.6%;TSLA:12.6%;QQQ:16.9%
|
US:61.6;EU:14.9;APAC:11.5;EM:9.5;Other:2.5
|
Value:-0.8;Growth:+0.9;Quality:+0.6;Size:+0.6;Momentum:-0.3;LowVol:-0.9
| null | 10
| 25
| 5.5
|
hard 12%
| 213
| 21.8
|
Bull
| 17.5
| 4.28
| 2
| 106
| 28
| 49
| 42
| false
|
NoAction
|
Within bands; monitor
| 12
| 7
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 2
| -41
| 23
| 5
| false
|
Tighten stops on momentum names
|
P2542
|
Cautious
|
401k
|
USD
|
2025-08-13
| 580,343
| 64,014
| 516,329
| 1
| 51.8
| 34.5
| 0
| 13.7
|
VOO:22.3%;AAPL:19.2%;MUB:29.2%;MSFT:29.2%
|
US:68.0;EU:7.7;APAC:10.0;EM:8.3;Other:5.9
|
Value:-0.3;Growth:-0.0;Quality:-0.4;Size:+0.4;Momentum:-0.7;LowVol:+0.5
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 25
| 4.3
|
hard 10%
| 102
| 13.9
|
Volatile
| 28
| 4.17
| 2.1
| 156
| -19
| 43
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -38
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 55
| -20
| 126
| 5
| false
|
Increase defensive factor exposure
|
P2543
|
Opportunistic
|
Trust
|
USD
|
2025-05-02
| 1,550,234
| 55,839
| 1,494,395
| 1
| 65.5
| 15.3
| 14.9
| 4.3
|
AMZN:25.5%;VNQ:25.5%;HYG:23.5%;VOO:25.5%
|
US:71.8;EU:6.9;APAC:8.6;EM:11.8;Other:1.0
|
Value:-0.6;Growth:+0.8;Quality:-0.1;Size:-0.8;Momentum:-0.0;LowVol:-0.6
| null | 8
| 35
| 5.8
|
trailing 7%
| 253
| 34.6
|
Bull
| 16.6
| 4.37
| 2.5
| 107
| 95
| 100
| 61
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 11
| 4
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| 51
| -8
| 70
| 4
| false
|
Tax-aware sells next window
|
P2544
|
Active
|
IRA
|
USD
|
2024-07-10
| 1,650,246
| 140,945
| 1,509,301
| 1
| 53.6
| 21.6
| 16.4
| 8.4
|
MUB:33.3%;BND:33.3%;GLD:33.3%
|
US:64.9;EU:17.4;APAC:6.4;EM:10.4;Other:0.9
|
Value:+0.2;Growth:-0.1;Quality:-0.4;Size:+0.8;Momentum:-0.5;LowVol:+0.5
|
MaxPos6%
| 8
| 35
| 5
|
trailing 9%
| 206
| 20.6
|
Bull
| 14.5
| 4.42
| 3.4
| 108
| 58
| 80
| 38
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -32
|
BrokerC
|
MKT
| 87
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -37
| -37
| -25
| 3
| true
|
Increase defensive factor exposure
|
P2545
|
Cautious
|
IRA
|
USD
|
2024-07-12
| 579,607
| 71,937
| 507,670
| 1
| 36.4
| 38.4
| 12.1
| 13.2
|
AAPL:33.3%;MUB:33.3%;TSLA:33.3%
|
US:65.9;EU:14.6;APAC:6.8;EM:8.8;Other:3.9
|
Value:+0.3;Growth:-0.4;Quality:+0.7;Size:+0.4;Momentum:-0.8;LowVol:-0.8
|
ESGOnly;MaxPos5%;NoMargin
| 10
| 25
| 4.6
|
trailing 8%
| 112
| 12.9
|
Sideways
| 14.3
| 3.63
| 2.3
| 128
| 28
| 56
| 30
| false
|
Buy
|
Add to core equity +1%
| 10
| -17
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| 23
| -33
| 107
| 4
| false
|
Monitor dispersion and breadth
|
P2546
|
Hands-off
|
IRA
|
USD
|
2025-05-20
| 592,612
| 50,383
| 542,229
| 1
| 63.5
| 28.2
| 0.5
| 7.9
|
QQQ:25.6%;AMZN:15.8%;VNQ:25.6%;IEF:14.6%;AAPL:18.5%
|
US:71.0;EU:11.8;APAC:9.8;EM:7.2;Other:0.2
|
Value:-0.7;Growth:-0.3;Quality:-0.7;Size:+0.8;Momentum:-0.1;LowVol:-0.9
|
MaxPos6%;NoDerivatives
| 10
| 35
| 3.7
|
trailing 10%
| 105
| 15
|
Volatile
| 25.6
| 4.46
| 3.1
| 169
| 11
| 54
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -2
|
BrokerA
|
LMT
| 100
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 97
| -29
| 219
| 4
| false
|
Increase defensive factor exposure
|
P2547
|
Hands-off
|
Trust
|
USD
|
2025-04-13
| 305,332
| 17,707
| 287,625
| 1
| 67.4
| 26
| 0
| 6.5
|
HYG:21.7%;MSFT:16.8%;XLF:11.8%;VOO:11.4%;BRK.B:16.6%;TSLA:21.7%
|
US:66.7;EU:17.0;APAC:11.7;EM:3.8;Other:0.7
|
Value:-0.4;Growth:+0.9;Quality:+0.6;Size:+0.6;Momentum:+0.6;LowVol:-0.8
|
ESGOnly;NoDerivatives
| 7
| 30
| 4.4
|
trailing 10%
| 132
| 18.5
|
Sideways
| 15.9
| 4.28
| 2.6
| 119
| -26
| 52
| 59
| false
|
Sell
|
Trim extended winner -1%
| 4
| -23
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 79
| -29
| 136
| 4
| false
|
Increase defensive factor exposure
|
P2548
|
Hands-off
|
IRA
|
USD
|
2024-12-05
| 528,391
| 42,693
| 485,698
| 1
| 58.5
| 26.2
| 8.1
| 7.1
|
XLF:13.7%;BRK.B:21.8%;TLT:16.7%;VTI:21.8%;HYG:11.9%;QQQ:14.1%
|
US:69.1;EU:11.6;APAC:8.7;EM:9.2;Other:1.3
|
Value:+0.1;Growth:-0.8;Quality:0.0;Size:-0.7;Momentum:-0.5;LowVol:-0.3
|
ESGOnly;MaxPos5%
| 6
| 35
| 5.7
|
trailing 10%
| 150
| 19.1
|
Volatile
| 20.7
| 3.7
| 2
| 123
| -14
| 51
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| 9
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 18
| 2
| 57
| 4
| false
|
Tax-aware sells next window
|
P2549
|
Systematic
|
401k
|
USD
|
2025-01-12
| 687,713
| 30,647
| 657,066
| 1
| 60.7
| 30.1
| 1.5
| 7.8
|
BND:33.3%;AMZN:33.3%;VTI:33.3%
|
US:70.1;EU:7.4;APAC:15.5;EM:5.2;Other:1.7
|
Value:+0.4;Growth:+0.5;Quality:+0.8;Size:+0.8;Momentum:-0.3;LowVol:-0.6
|
MaxPos6%
| 6
| 30
| 4.1
|
trailing 8%
| 144
| 19.1
|
Bull
| 14
| 4.1
| 3.4
| 70
| 81
| 93
| 35
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -10
| -24
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| 95
| 1
| 179
| 5
| false
|
Tax-aware sells next window
|
P2550
|
Active
|
Roth
|
USD
|
2025-04-14
| 2,171,974
| 217,980
| 1,953,994
| 1
| 59.2
| 32
| 1.3
| 7.6
|
BND:21.5%;AAPL:21.5%;BRK.B:8.1%;GLD:19.7%;HYG:15.0%;VNQ:14.2%
|
US:67.4;EU:11.0;APAC:8.5;EM:8.6;Other:4.6
|
Value:+0.7;Growth:-0.7;Quality:+0.3;Size:-0.1;Momentum:-0.6;LowVol:0.0
|
MaxPos5%;NoDerivatives
| 10
| 30
| 5
|
trailing 9%
| 134
| 23.4
|
Volatile
| 24.5
| 4.59
| 2.8
| 150
| -5
| 62
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| 12
|
BrokerD
|
MKT
| 99
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 56
| -8
| 45
| 2
| false
|
Increase defensive factor exposure
|
P2551
|
Active
|
Roth
|
USD
|
2024-09-05
| 1,814,792
| 185,098
| 1,629,694
| 1
| 57.2
| 22
| 11.9
| 8.8
|
VNQ:33.3%;GLD:33.3%;MUB:33.3%
|
US:61.8;EU:12.5;APAC:12.1;EM:8.7;Other:4.9
|
Value:+1.0;Growth:-1.0;Quality:-0.3;Size:-0.4;Momentum:-0.9;LowVol:-1.0
| null | 8
| 30
| 5.1
|
hard 12%
| 212
| 16.5
|
Sideways
| 18.5
| 4.71
| 2.7
| 90
| 22
| 47
| 58
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| -30
|
BrokerD
|
MKT
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 109
| 18
| 216
| 5
| false
|
Within IPS guidelines
|
P2552
|
Opportunistic
|
Taxable
|
USD
|
2024-12-15
| 1,704,770
| 151,144
| 1,553,626
| 1.19
| 64.6
| 12
| 18.1
| 5.3
|
QQQ:33.3%;TLT:33.3%;VTI:33.3%
|
US:67.4;EU:20.2;APAC:6.7;EM:4.3;Other:1.3
|
Value:-0.1;Growth:-0.3;Quality:+0.1;Size:-1.0;Momentum:-0.3;LowVol:-0.6
| null | 6
| 30
| 5.4
|
trailing 7%
| 279
| 32.1
|
Bull
| 13.6
| 4.45
| 3.1
| 78
| 59
| 82
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| -38
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| -50
| -55
| -36
| 4
| false
|
Within IPS guidelines
|
P2553
|
Opportunistic
|
Taxable
|
USD
|
2025-08-06
| 355,264
| 31,061
| 324,203
| 1
| 67.1
| 15.3
| 11.8
| 5.8
|
HYG:26.1%;GLD:26.1%;IEF:26.1%;VOO:21.7%
|
US:69.1;EU:15.1;APAC:8.8;EM:3.4;Other:3.7
|
Value:-0.4;Growth:-0.8;Quality:0.0;Size:-0.9;Momentum:+0.4;LowVol:-0.4
|
NoDerivatives
| 5
| 35
| 5.6
|
trailing 9%
| 221
| 23
|
Bear
| 33.2
| 4.24
| 2.6
| 210
| -108
| 11
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 14
| -32
|
BrokerC
|
MKT
| 90
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -45
| -34
| 93
| 4
| false
|
Increase defensive factor exposure
|
P2554
|
Active
|
Roth
|
USD
|
2025-11-13
| 1,125,809
| 118,677
| 1,007,132
| 1
| 62.1
| 23.2
| 9.5
| 5.3
|
BRK.B:24.2%;TSLA:21.0%;XLF:27.4%;MUB:27.4%
|
US:70.1;EU:12.6;APAC:8.1;EM:5.0;Other:4.1
|
Value:+0.2;Growth:+0.3;Quality:+0.8;Size:+0.1;Momentum:-0.4;LowVol:+0.8
| null | 8
| 30
| 5.4
|
hard 12%
| 207
| 24.6
|
Bull
| 11.6
| 3.58
| 3.3
| 112
| 0
| 54
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 0
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| 66
| -42
| 61
| 3
| false
|
Increase defensive factor exposure
|
P2555
|
Active
|
Roth
|
USD
|
2024-10-16
| 840,257
| 75,629
| 764,628
| 1
| 67.9
| 26.5
| 0
| 5.6
|
VTI:14.6%;IEF:28.5%;VNQ:28.5%;AAPL:28.5%
|
US:58.1;EU:10.8;APAC:15.4;EM:10.8;Other:4.9
|
Value:-0.4;Growth:+0.3;Quality:+0.3;Size:-0.7;Momentum:+0.9;LowVol:+0.6
|
NoDerivatives
| 6
| 35
| 5.1
|
trailing 9%
| 142
| 24.5
|
Sideways
| 20.4
| 4.09
| 3.3
| 123
| 48
| 82
| 59
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| -35
|
BrokerA
|
LMT
| 96
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 67
| -36
| 165
| 2
| false
|
Tax-aware sells next window
|
P2556
|
Systematic
|
Roth
|
USD
|
2024-07-18
| 1,067,182
| 100,346
| 966,836
| 1
| 64.5
| 21.5
| 6.5
| 7.6
|
TSLA:23.3%;AAPL:20.9%;QQQ:23.3%;BND:23.3%;VTI:9.0%
|
US:66.6;EU:12.9;APAC:12.2;EM:4.2;Other:4.1
|
Value:+0.8;Growth:-0.2;Quality:-0.9;Size:-0.7;Momentum:-0.8;LowVol:+0.8
|
MaxPos6%
| 8
| 30
| 5.2
|
trailing 8%
| 160
| 20.1
|
Volatile
| 24.5
| 4.71
| 3.9
| 118
| 20
| 53
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 29
| -30
|
BrokerA
|
MKT
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 17
| -53
| 8
| 4
| false
|
Within IPS guidelines
|
P2557
|
Opportunistic
|
Trust
|
USD
|
2024-10-15
| 917,663
| 68,802
| 848,861
| 1
| 61.6
| 17.1
| 13.7
| 7.5
|
AMZN:31.4%;TSLA:34.3%;AAPL:34.3%
|
US:65.4;EU:9.7;APAC:15.9;EM:5.9;Other:3.1
|
Value:+0.5;Growth:-0.3;Quality:-0.9;Size:0.0;Momentum:+0.7;LowVol:+0.7
|
NoDerivatives
| 7
| 25
| 5.9
|
trailing 9%
| 210
| 33.4
|
Sideways
| 18.9
| 4.61
| 2.8
| 134
| 42
| 64
| 56
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 35
| -17
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 28
| -2
| 86
| 3
| false
|
Within IPS guidelines
|
P2558
|
Systematic
|
Trust
|
USD
|
2025-02-10
| 1,983,767
| 173,048
| 1,810,719
| 1
| 60.4
| 23.5
| 9.2
| 7
|
BND:20.1%;VOO:20.9%;MUB:20.9%;VNQ:9.2%;QQQ:19.3%;VTI:9.6%
|
US:66.9;EU:14.2;APAC:8.1;EM:7.6;Other:3.2
|
Value:+0.4;Growth:-0.9;Quality:-0.8;Size:-0.7;Momentum:+0.6;LowVol:+0.5
|
MaxPos7%
| 5
| 25
| 4.8
|
trailing 9%
| 172
| 25.4
|
Bull
| 17.2
| 3.65
| 3
| 119
| 38
| 66
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 12
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 18
| -9
| 22
| 3
| false
|
Tax-aware sells next window
|
P2559
|
Cautious
|
Taxable
|
USD
|
2025-11-24
| 800,940
| 65,441
| 735,499
| 1
| 48.3
| 37.6
| 0
| 14.2
|
AAPL:9.2%;MSFT:21.4%;TSLA:10.5%;IEF:21.4%;MUB:16.2%;VNQ:21.4%
|
US:59.7;EU:18.3;APAC:8.1;EM:10.1;Other:3.8
|
Value:-0.5;Growth:+0.3;Quality:+0.7;Size:+0.4;Momentum:+0.4;LowVol:+0.5
|
MaxPos7%;NoDerivatives;NoMargin
| 6
| 25
| 5.4
|
trailing 8%
| 110
| 12.2
|
Bear
| 26.6
| 3.84
| 2.5
| 180
| -21
| 36
| 56
| false
|
Buy
|
Add to core equity +1%
| -10
| -25
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| -47
| -41
| 21
| 3
| false
|
Tighten stops on momentum names
|
P2560
|
Hands-off
|
Taxable
|
USD
|
2024-10-11
| 500,331
| 39,598
| 460,733
| 1
| 63.7
| 26.2
| 2.7
| 7.3
|
AAPL:21.8%;HYG:17.4%;XLF:21.8%;BRK.B:18.2%;TSLA:20.7%
|
US:59.5;EU:11.8;APAC:16.2;EM:12.0;Other:0.5
|
Value:+0.1;Growth:+0.3;Quality:-0.9;Size:+0.3;Momentum:+0.5;LowVol:-0.0
|
ESGOnly
| 10
| 25
| 4.2
|
trailing 8%
| 161
| 14.1
|
Sideways
| 19.4
| 3.64
| 2.4
| 130
| 9
| 67
| 63
| false
|
Sell
|
Trim extended winner -1%
| -1
| -17
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 44
| 17
| 28
| 5
| false
|
Tax-aware sells next window
|
P2561
|
Opportunistic
|
IRA
|
USD
|
2025-02-16
| 1,254,396
| 52,777
| 1,201,619
| 1
| 66.9
| 16.9
| 10.2
| 6
|
TSLA:19.6%;XLF:12.5%;VOO:8.1%;GLD:21.3%;BND:17.2%;IEF:21.3%
|
US:65.5;EU:11.8;APAC:8.1;EM:8.9;Other:5.7
|
Value:+0.2;Growth:+0.6;Quality:-0.7;Size:-0.5;Momentum:+0.7;LowVol:+0.5
|
NoDerivatives
| 5
| 30
| 6.5
|
trailing 9%
| 249
| 20.5
|
Bear
| 30.7
| 3.72
| 1.7
| 197
| -19
| 38
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -15
| -32
|
BrokerD
|
MKT
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -54
| -32
| 82
| 4
| false
|
Increase defensive factor exposure
|
P2562
|
Active
|
Trust
|
USD
|
2025-05-18
| 1,795,216
| 132,611
| 1,662,605
| 1.17
| 63
| 22.5
| 5.1
| 9.4
|
VOO:26.8%;HYG:26.8%;TLT:26.8%;IEF:19.7%
|
US:66.3;EU:14.3;APAC:9.0;EM:6.2;Other:4.2
|
Value:-0.1;Growth:-0.4;Quality:-0.4;Size:+0.5;Momentum:-0.9;LowVol:-0.2
| null | 6
| 25
| 4.3
|
trailing 8%
| 142
| 18.5
|
Sideways
| 16.1
| 4.38
| 3.4
| 114
| 0
| 48
| 46
| false
|
Buy
|
Add to core equity +1%
| 21
| -4
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 5
| -6
| -18
| 3
| false
|
Tighten stops on momentum names
|
P2563
|
Hands-off
|
Taxable
|
USD
|
2024-07-12
| 719,693
| 66,950
| 652,743
| 1
| 65.7
| 26.8
| 0
| 7.4
|
XLF:33.3%;TSLA:33.3%;TLT:33.3%
|
US:57.1;EU:20.8;APAC:5.8;EM:11.6;Other:4.7
|
Value:-0.1;Growth:-1.0;Quality:-0.5;Size:+0.2;Momentum:-0.4;LowVol:-0.6
|
MaxPos8%
| 10
| 35
| 5.1
|
trailing 8%
| 163
| 15
|
Sideways
| 20.9
| 4.75
| 3.2
| 93
| 48
| 87
| 52
| false
|
Sell
|
Trim extended winner -1%
| 1
| 9
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| 68
| -29
| 169
| 4
| false
|
Tighten stops on momentum names
|
P2564
|
Hands-off
|
401k
|
USD
|
2025-01-08
| 334,800
| 29,000
| 305,800
| 1
| 63.8
| 29.1
| 0
| 7
|
TSLA:33.3%;IEF:33.3%;QQQ:33.3%
|
US:60.1;EU:11.8;APAC:14.9;EM:11.2;Other:2.1
|
Value:+0.8;Growth:-0.4;Quality:-0.6;Size:-0.2;Momentum:+0.8;LowVol:+0.6
|
NoDerivatives
| 5
| 30
| 5.7
|
trailing 8%
| 157
| 12.9
|
Sideways
| 17.9
| 4.95
| 3.1
| 103
| 17
| 70
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -23
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 50
| 1
| 155
| 5
| false
|
Increase defensive factor exposure
|
P2565
|
Systematic
|
Trust
|
USD
|
2025-12-03
| 1,442,166
| 122,871
| 1,319,295
| 1
| 66.2
| 23.6
| 4.7
| 5.4
|
VTI:26.2%;VOO:26.2%;AAPL:21.4%;QQQ:26.2%
|
US:73.5;EU:6.3;APAC:10.0;EM:9.7;Other:0.4
|
Value:-0.9;Growth:-0.6;Quality:-0.8;Size:+0.9;Momentum:-0.4;LowVol:-0.5
|
MaxPos8%
| 10
| 25
| 4.2
|
trailing 8%
| 171
| 21
|
Bull
| 14.3
| 4.58
| 2.7
| 89
| 5
| 49
| 57
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -7
| -9
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| -56
| 13
| -86
| 3
| false
|
Monitor dispersion and breadth
|
P2566
|
Hands-off
|
Roth
|
USD
|
2025-10-20
| 722,569
| 36,168
| 686,401
| 1
| 63.8
| 28.6
| 0
| 7.6
|
MSFT:20.5%;BRK.B:10.4%;AAPL:20.5%;TSLA:16.5%;AMZN:17.8%;IEF:14.2%
|
US:69.2;EU:12.7;APAC:9.1;EM:9.0;Other:0.1
|
Value:+0.2;Growth:-0.1;Quality:+0.4;Size:-0.9;Momentum:+1.0;LowVol:-0.5
| null | 10
| 25
| 3.7
|
trailing 10%
| 155
| 18.8
|
Volatile
| 23.2
| 5.13
| 3.3
| 164
| -22
| 46
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| 8
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -57
| -34
| 30
| 5
| false
|
Tighten stops on momentum names
|
P2567
|
Systematic
|
Taxable
|
USD
|
2024-07-19
| 766,246
| 57,933
| 708,313
| 1
| 61.1
| 32.1
| 0
| 6.8
|
AMZN:35.4%;BND:35.4%;VTI:29.2%
|
US:67.5;EU:10.4;APAC:14.4;EM:4.4;Other:3.3
|
Value:+0.3;Growth:+0.2;Quality:-0.8;Size:-0.4;Momentum:+0.5;LowVol:+0.6
|
MaxPos6%
| 7
| 25
| 4.6
|
trailing 9%
| 207
| 19.4
|
Bull
| 16.1
| 3.66
| 2.1
| 112
| 111
| 97
| 40
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| -14
|
BrokerA
|
VWAP
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 36
| -17
| 17
| 2
| true
|
Within IPS guidelines
|
P2568
|
Cautious
|
Taxable
|
USD
|
2024-09-10
| 592,385
| 87,386
| 504,999
| 1
| 43.3
| 40.1
| 0
| 16.6
|
IEF:16.5%;GLD:21.7%;XLF:17.3%;BRK.B:23.5%;VOO:11.2%;TLT:9.7%
|
US:64.1;EU:17.2;APAC:12.7;EM:4.9;Other:1.0
|
Value:-0.6;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:+0.1;LowVol:-0.4
|
NoMargin
| 10
| 25
| 5.8
|
trailing 8%
| 93
| 19.4
|
Sideways
| 18.3
| 3.7
| 3
| 114
| -19
| 25
| 33
| false
|
NoAction
|
Within bands; monitor
| 25
| 12
|
BrokerB
|
VWAP
| 85
| null | null |
Normal monitoring
| 83
| -37
| 129
| 5
| false
|
Within IPS guidelines
|
P2569
|
Cautious
|
IRA
|
USD
|
2025-06-04
| 544,445
| 75,299
| 469,146
| 1
| 47.3
| 30.2
| 7.9
| 14.6
|
XLF:23.0%;TLT:29.6%;MUB:17.7%;AMZN:29.6%
|
US:72.6;EU:9.2;APAC:13.0;EM:3.2;Other:2.0
|
Value:-0.2;Growth:-0.5;Quality:+0.2;Size:-0.5;Momentum:+0.3;LowVol:-0.5
|
ESGOnly;NoMargin
| 7
| 25
| 5.2
|
trailing 8%
| 142
| 13.3
|
Volatile
| 28.1
| 4.58
| 3.4
| 119
| -47
| 15
| 60
| false
|
Buy
|
Add to core equity +1%
| 19
| 12
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 115
| -15
| 199
| 5
| false
|
Within IPS guidelines
|
P2570
|
Systematic
|
401k
|
USD
|
2024-10-20
| 925,842
| 45,238
| 880,604
| 1
| 63.7
| 21.3
| 5.5
| 9.5
|
IEF:33.3%;QQQ:33.3%;BRK.B:33.3%
|
US:64.9;EU:17.1;APAC:6.7;EM:10.1;Other:1.2
|
Value:+0.2;Growth:-0.1;Quality:+0.4;Size:-0.8;Momentum:-0.9;LowVol:+0.3
| null | 10
| 35
| 5.4
|
hard 12%
| 219
| 24.6
|
Bull
| 15.5
| 3.5
| 3
| 110
| 83
| 100
| 51
| false
|
Sell
|
Trim extended winner -1%
| -12
| -36
|
BrokerB
|
VWAP
| 91
| null | null |
Normal monitoring
| -14
| -13
| -34
| 4
| false
|
Tax-aware sells next window
|
P2571
|
Hands-off
|
Taxable
|
USD
|
2025-10-31
| 347,582
| 21,564
| 326,018
| 1
| 62
| 28.6
| 0
| 9.3
|
VOO:24.6%;MUB:24.6%;HYG:24.6%;TLT:18.1%;VTI:8.0%
|
US:71.5;EU:9.9;APAC:10.7;EM:5.3;Other:2.6
|
Value:-0.9;Growth:-0.9;Quality:+0.6;Size:+0.6;Momentum:-0.7;LowVol:0.0
|
NoDerivatives
| 6
| 35
| 3.1
|
hard 10%
| 104
| 17.5
|
Volatile
| 23.6
| 3.79
| 2.7
| 126
| 38
| 55
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -15
|
BrokerB
|
VWAP
| 96
| null | null |
Normal monitoring
| -33
| -3
| -6
| 4
| false
|
Within IPS guidelines
|
P2572
|
Opportunistic
|
Taxable
|
USD
|
2025-06-15
| 1,440,210
| 111,373
| 1,328,837
| 1
| 67.9
| 17.6
| 7.1
| 7.4
|
AAPL:21.2%;BND:6.3%;TSLA:21.2%;VOO:21.1%;BRK.B:16.2%;VTI:14.1%
|
US:63.5;EU:16.9;APAC:7.8;EM:10.6;Other:1.3
|
Value:-0.4;Growth:+0.1;Quality:+0.1;Size:+0.5;Momentum:-0.8;LowVol:+0.6
|
NoDerivatives
| 5
| 25
| 6.8
|
trailing 9%
| 197
| 22.5
|
Sideways
| 20.6
| 4.94
| 2.2
| 134
| 56
| 73
| 66
| false
|
Buy
|
Add to core equity +1%
| 8
| -10
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| 37
| 14
| 92
| 5
| false
|
Within IPS guidelines
|
P2573
|
Systematic
|
Roth
|
USD
|
2025-02-25
| 998,611
| 56,630
| 941,981
| 1
| 61.9
| 29.5
| 0
| 8.6
|
QQQ:20.5%;BND:9.2%;IEF:23.4%;VNQ:23.4%;MUB:23.4%
|
US:66.7;EU:17.6;APAC:10.9;EM:4.3;Other:0.5
|
Value:-0.8;Growth:+0.7;Quality:+0.9;Size:-0.6;Momentum:-0.2;LowVol:+0.8
|
NoDerivatives
| 7
| 30
| 5.7
|
trailing 9%
| 218
| 22.5
|
Bull
| 15.1
| 4.74
| 2.3
| 113
| 66
| 90
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -29
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 96
| -59
| 154
| 5
| false
|
Tax-aware sells next window
|
P2574
|
Opportunistic
|
Roth
|
USD
|
2025-02-01
| 1,606,473
| 60,361
| 1,546,112
| 1.16
| 73.4
| 18.8
| 0
| 7.9
|
TSLA:23.1%;AMZN:23.1%;BND:15.2%;MSFT:23.1%;VTI:15.4%
|
US:59.9;EU:8.1;APAC:15.4;EM:11.5;Other:5.1
|
Value:-0.7;Growth:-0.6;Quality:+0.4;Size:+0.2;Momentum:+0.3;LowVol:+1.0
|
NoDerivatives
| 6
| 30
| 4.4
|
trailing 9%
| 190
| 30.4
|
Bull
| 13.7
| 4.95
| 3.4
| 99
| 33
| 77
| 60
| false
|
Sell
|
Trim extended winner -1%
| -3
| -39
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 45
| -40
| 49
| 5
| false
|
Within IPS guidelines
|
P2575
|
Opportunistic
|
IRA
|
USD
|
2025-04-16
| 1,475,356
| 99,563
| 1,375,793
| 1.13
| 69.2
| 10.9
| 12.4
| 7.5
|
TLT:9.9%;IEF:14.9%;VOO:21.1%;XLF:21.1%;BRK.B:16.9%;VTI:16.1%
|
US:68.7;EU:13.3;APAC:10.7;EM:4.0;Other:3.4
|
Value:-0.9;Growth:+0.7;Quality:+0.1;Size:-0.1;Momentum:+0.6;LowVol:-1.0
| null | 6
| 25
| 5.3
|
trailing 7%
| 179
| 29
|
Bull
| 12.9
| 4.48
| 2.1
| 111
| 15
| 71
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -1
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 49
| -30
| 134
| 4
| false
|
Tighten stops on momentum names
|
P2576
|
Active
|
401k
|
USD
|
2025-10-15
| 2,487,244
| 158,589
| 2,328,655
| 1.23
| 65.5
| 21.7
| 4.9
| 7.9
|
MSFT:24.3%;VOO:22.3%;HYG:26.7%;QQQ:26.7%
|
US:70.4;EU:5.8;APAC:11.6;EM:11.5;Other:0.8
|
Value:-0.9;Growth:+0.6;Quality:-0.1;Size:-0.9;Momentum:-0.1;LowVol:-0.2
|
NoDerivatives
| 10
| 30
| 5.5
|
trailing 9%
| 203
| 27.2
|
Bear
| 25
| 4.18
| 1.9
| 146
| -20
| 37
| 63
| false
|
Sell
|
Trim extended winner -1%
| 22
| -33
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 116
| -11
| 85
| 5
| false
|
Monitor dispersion and breadth
|
P2577
|
Cautious
|
Roth
|
USD
|
2024-10-07
| 237,485
| 26,308
| 211,177
| 1
| 43.7
| 39.8
| 0
| 16.6
|
GLD:11.8%;TSLA:22.2%;MUB:22.2%;IEF:18.4%;TLT:12.6%;AAPL:12.8%
|
US:70.5;EU:12.5;APAC:5.1;EM:10.3;Other:1.6
|
Value:+0.2;Growth:+0.7;Quality:-0.5;Size:-0.6;Momentum:-0.2;LowVol:-0.4
|
MaxPos7%;NoMargin
| 6
| 25
| 3.8
|
trailing 8%
| 92
| 17.6
|
Bull
| 15.6
| 4.47
| 2.9
| 98
| 115
| 95
| 35
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| -27
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 62
| -14
| 160
| 3
| false
|
Tighten stops on momentum names
|
P2578
|
Active
|
Roth
|
USD
|
2025-04-17
| 630,078
| 52,698
| 577,380
| 1.13
| 52.5
| 26
| 11.8
| 9.7
|
BRK.B:20.9%;TSLA:6.9%;TLT:8.9%;IEF:21.6%;HYG:21.2%;AAPL:20.6%
|
US:55.3;EU:17.1;APAC:15.3;EM:10.9;Other:1.3
|
Value:-0.7;Growth:+0.5;Quality:+0.9;Size:+0.4;Momentum:-0.5;LowVol:+0.9
|
MaxPos6%;NoDerivatives
| 6
| 30
| 5.7
|
trailing 9%
| 124
| 24.4
|
Sideways
| 20.4
| 4.04
| 3.5
| 91
| 43
| 84
| 44
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 35
| -11
|
BrokerA
|
LMT
| 97
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -11
| 15
| 49
| 2
| false
|
Within IPS guidelines
|
P2579
|
Opportunistic
|
Taxable
|
USD
|
2024-10-25
| 831,785
| 45,727
| 786,058
| 1
| 66.6
| 18.6
| 9.6
| 5.3
|
HYG:22.6%;BRK.B:21.3%;VNQ:10.8%;QQQ:22.6%;GLD:22.6%
|
US:73.3;EU:13.3;APAC:6.6;EM:6.4;Other:0.4
|
Value:+0.1;Growth:+0.9;Quality:-0.2;Size:-0.6;Momentum:-0.2;LowVol:+0.7
|
NoDerivatives
| 6
| 35
| 4.9
|
trailing 9%
| 192
| 23.2
|
Bull
| 15.5
| 3.91
| 3.3
| 90
| 92
| 92
| 45
| false
|
NoAction
|
Within bands; monitor
| 0
| 13
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| -51
| -6
| -84
| 5
| false
|
Monitor dispersion and breadth
|
P2580
|
Active
|
Roth
|
USD
|
2024-09-17
| 1,457,118
| 170,716
| 1,286,402
| 1
| 55
| 25.6
| 13.1
| 6.2
|
GLD:33.3%;MSFT:33.3%;IEF:33.3%
|
US:67.2;EU:21.1;APAC:5.9;EM:3.5;Other:2.3
|
Value:-0.2;Growth:+0.1;Quality:-0.6;Size:-0.2;Momentum:0.0;LowVol:-0.4
|
NoDerivatives
| 8
| 30
| 5
|
trailing 8%
| 167
| 23.3
|
Sideways
| 21.5
| 4.41
| 2.5
| 95
| 23
| 52
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| 7
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 53
| -34
| 27
| 5
| false
|
Tax-aware sells next window
|
P2581
|
Opportunistic
|
Trust
|
USD
|
2025-09-09
| 452,974
| 18,390
| 434,584
| 1
| 74.1
| 18.1
| 0.8
| 6.9
|
XLF:33.3%;HYG:33.3%;IEF:33.3%
|
US:73.5;EU:9.7;APAC:10.5;EM:4.8;Other:1.5
|
Value:-0.6;Growth:+0.7;Quality:+0.5;Size:-0.2;Momentum:-0.9;LowVol:-0.9
|
MaxPos6%
| 6
| 25
| 4.7
|
trailing 9%
| 184
| 30.1
|
Bull
| 16
| 3.53
| 2.5
| 104
| 49
| 85
| 54
| true
|
Rebalance
|
Rebalance back to target bands
| 31
| 5
|
BrokerD
|
LMT
| 95
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 15
| 20
| 8
| 4
| false
|
Increase defensive factor exposure
|
P2582
|
Cautious
|
401k
|
USD
|
2024-10-14
| 454,913
| 41,474
| 413,439
| 1
| 45
| 39.8
| 0
| 15.2
|
MSFT:12.2%;AAPL:22.6%;HYG:20.3%;VOO:11.0%;GLD:22.6%;AMZN:11.3%
|
US:73.4;EU:8.5;APAC:12.2;EM:3.1;Other:2.8
|
Value:-0.1;Growth:-0.2;Quality:+0.5;Size:+0.9;Momentum:+0.4;LowVol:-0.8
|
MaxPos8%;NoDerivatives;NoMargin
| 5
| 25
| 4.5
|
trailing 8%
| 157
| 18
|
Bull
| 13.5
| 4.02
| 3.4
| 111
| 82
| 94
| 40
| false
|
Buy
|
Add to core equity +1%
| -2
| 14
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| -6
| -24
| 77
| 3
| false
|
Tighten stops on momentum names
|
P2583
|
Active
|
IRA
|
USD
|
2025-03-15
| 1,844,631
| 112,970
| 1,731,661
| 1.22
| 51.5
| 30.2
| 9.5
| 8.8
|
XLF:21.9%;GLD:14.2%;MSFT:24.6%;AAPL:24.6%;TSLA:14.8%
|
US:71.6;EU:8.6;APAC:8.5;EM:8.0;Other:3.4
|
Value:+0.8;Growth:-0.3;Quality:-0.3;Size:-0.3;Momentum:-0.2;LowVol:+0.4
|
MaxPos5%
| 8
| 25
| 6
|
trailing 8%
| 145
| 23.2
|
Volatile
| 29.6
| 4.22
| 3
| 116
| -6
| 37
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 19
| -26
|
BrokerC
|
LMT
| 94
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 71
| 10
| 112
| 4
| false
|
Tax-aware sells next window
|
P2584
|
Cautious
|
Taxable
|
USD
|
2025-05-05
| 470,227
| 69,096
| 401,131
| 1
| 39.1
| 43.2
| 3.7
| 14
|
XLF:14.6%;VOO:12.6%;TLT:24.2%;HYG:24.2%;VNQ:24.2%
|
US:62.7;EU:14.7;APAC:12.0;EM:7.3;Other:3.3
|
Value:+0.5;Growth:0.0;Quality:-0.3;Size:-0.5;Momentum:-0.6;LowVol:-0.3
|
ESGOnly;NoMargin
| 7
| 30
| 4.8
|
trailing 8%
| 152
| 12.4
|
Volatile
| 30.6
| 4.37
| 2.3
| 139
| 50
| 76
| 62
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 18
| -4
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 5
| -33
| 134
| 5
| false
|
Increase defensive factor exposure
|
P2585
|
Hands-off
|
Taxable
|
USD
|
2024-08-21
| 339,488
| 21,261
| 318,227
| 1
| 73.8
| 15.8
| 5.2
| 5.2
|
VTI:11.0%;TLT:15.6%;VOO:20.6%;AMZN:20.1%;BND:12.2%;MSFT:20.6%
|
US:68.1;EU:15.3;APAC:9.9;EM:5.6;Other:1.1
|
Value:+0.3;Growth:+0.9;Quality:+0.1;Size:-0.5;Momentum:+0.2;LowVol:+0.4
| null | 6
| 35
| 3.2
|
hard 10%
| 156
| 13.2
|
Volatile
| 28.7
| 5.03
| 2.9
| 165
| 56
| 86
| 84
| true
|
Hedge
|
Buy index puts 1% notional
| 25
| -36
|
BrokerB
|
LMT
| 94
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -6
| -26
| 37
| 2
| false
|
Tax-aware sells next window
|
P2586
|
Opportunistic
|
Roth
|
USD
|
2025-11-20
| 1,303,717
| 55,523
| 1,248,194
| 1
| 71.3
| 17.6
| 5.4
| 5.7
|
IEF:33.3%;AAPL:33.3%;TSLA:33.3%
|
US:67.7;EU:17.3;APAC:7.1;EM:3.4;Other:4.5
|
Value:+0.3;Growth:-0.1;Quality:+0.4;Size:0.0;Momentum:-0.6;LowVol:-0.3
| null | 10
| 35
| 6.5
|
trailing 7%
| 168
| 20.2
|
Bull
| 16.4
| 4.88
| 2.3
| 97
| 71
| 97
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| 13
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| -50
| 11
| 83
| 4
| false
|
Tighten stops on momentum names
|
P2587
|
Cautious
|
Trust
|
USD
|
2025-08-22
| 605,549
| 52,175
| 553,374
| 1
| 44.5
| 39
| 2.7
| 13.8
|
MSFT:33.3%;BND:33.3%;VNQ:33.3%
|
US:67.9;EU:18.1;APAC:8.4;EM:4.0;Other:1.7
|
Value:-0.2;Growth:+0.9;Quality:-0.9;Size:+0.1;Momentum:-0.9;LowVol:0.0
|
NoDerivatives;NoMargin
| 7
| 25
| 4.6
|
hard 10%
| 114
| 12.4
|
Bull
| 17.9
| 3.97
| 2.9
| 73
| 23
| 58
| 44
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -35
|
BrokerB
|
LMT
| 95
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 110
| 15
| 146
| 3
| false
|
Increase defensive factor exposure
|
P2588
|
Cautious
|
Trust
|
USD
|
2024-12-23
| 200,201
| 19,156
| 181,045
| 1
| 42.2
| 41.2
| 5.7
| 10.9
|
XLF:25.1%;VOO:25.1%;AAPL:24.6%;VNQ:25.1%
|
US:65.3;EU:15.9;APAC:11.4;EM:5.9;Other:1.5
|
Value:+0.1;Growth:+0.5;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:-0.8
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 6
| 35
| 4.4
|
trailing 8%
| 166
| 14.7
|
Sideways
| 20.6
| 3.97
| 2.9
| 124
| 60
| 90
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -16
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| -16
| -8
| 66
| 4
| false
|
Within IPS guidelines
|
P2589
|
Cautious
|
Roth
|
USD
|
2025-08-10
| 215,977
| 23,465
| 192,512
| 1
| 51.4
| 34.1
| 3
| 11.5
|
TSLA:33.3%;VOO:33.3%;AAPL:33.3%
|
US:70.0;EU:17.1;APAC:6.8;EM:5.1;Other:0.9
|
Value:+0.9;Growth:+0.3;Quality:-0.9;Size:-0.2;Momentum:-0.8;LowVol:-0.4
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 8
| 35
| 4
|
trailing 8%
| 113
| 16.7
|
Volatile
| 28.7
| 5.28
| 2.3
| 161
| -31
| 40
| 64
| false
|
NoAction
|
Within bands; monitor
| -5
| -35
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -25
| -9
| 71
| 5
| false
|
Within IPS guidelines
|
P2590
|
Opportunistic
|
Trust
|
USD
|
2025-03-20
| 629,339
| 28,433
| 600,906
| 1.09
| 73.9
| 17.8
| 3.9
| 4.4
|
TLT:21.3%;HYG:15.1%;AAPL:9.0%;VOO:15.4%;QQQ:17.8%;AMZN:21.3%
|
US:58.8;EU:22.4;APAC:7.6;EM:11.0;Other:0.2
|
Value:+0.1;Growth:-0.3;Quality:-0.8;Size:+0.8;Momentum:-0.7;LowVol:-0.7
| null | 7
| 30
| 5
|
trailing 7%
| 267
| 33
|
Bull
| 17.6
| 4.89
| 2.4
| 75
| 89
| 91
| 51
| false
|
Sell
|
Trim extended winner -1%
| 22
| -9
|
BrokerB
|
VWAP
| 96
| null | null |
Normal monitoring
| 53
| -18
| 108
| 3
| false
|
Tighten stops on momentum names
|
P2591
|
Cautious
|
Taxable
|
USD
|
2025-01-30
| 435,558
| 54,472
| 381,086
| 1
| 40.3
| 35.4
| 9.4
| 14.8
|
VNQ:16.5%;AAPL:21.6%;AMZN:21.6%;TSLA:12.9%;MUB:16.7%;QQQ:10.8%
|
US:74.4;EU:6.1;APAC:9.8;EM:8.0;Other:1.6
|
Value:0.0;Growth:-0.4;Quality:0.0;Size:-0.6;Momentum:+1.0;LowVol:+0.4
|
NoMargin
| 8
| 30
| 5.1
|
hard 10%
| 131
| 13.9
|
Volatile
| 29.9
| 4.26
| 2.8
| 114
| -5
| 60
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -21
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 118
| 10
| 218
| 4
| false
|
Tax-aware sells next window
|
P2592
|
Active
|
Trust
|
USD
|
2025-04-26
| 902,233
| 105,322
| 796,911
| 1
| 52.6
| 20.5
| 20.8
| 6.1
|
VOO:23.5%;BND:13.7%;XLF:15.8%;HYG:23.5%;IEF:23.5%
|
US:63.5;EU:18.9;APAC:9.6;EM:4.1;Other:3.9
|
Value:-0.0;Growth:+0.4;Quality:-0.2;Size:-0.8;Momentum:-0.1;LowVol:+1.0
| null | 8
| 25
| 4.7
|
hard 12%
| 166
| 25.7
|
Bull
| 12
| 4.24
| 3
| 91
| 59
| 77
| 26
| true
|
Rebalance
|
Rebalance back to target bands
| 8
| 11
|
BrokerC
|
LMT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 112
| -28
| 126
| 5
| false
|
Tighten stops on momentum names
|
P2593
|
Opportunistic
|
IRA
|
USD
|
2025-06-08
| 941,354
| 40,322
| 901,032
| 1
| 66.7
| 20.6
| 4.8
| 7.9
|
BND:27.1%;HYG:27.1%;AAPL:27.1%;IEF:18.7%
|
US:69.9;EU:7.6;APAC:11.5;EM:7.6;Other:3.4
|
Value:+0.3;Growth:+0.7;Quality:+0.6;Size:-0.9;Momentum:+0.2;LowVol:-0.3
| null | 8
| 30
| 4.8
|
trailing 7%
| 227
| 32.7
|
Bull
| 14.3
| 3.64
| 2.9
| 84
| 10
| 49
| 54
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| 3
|
BrokerC
|
MKT
| 93
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 64
| -32
| 92
| 5
| false
|
Tighten stops on momentum names
|
P2594
|
Opportunistic
|
IRA
|
USD
|
2025-07-22
| 1,260,849
| 107,536
| 1,153,313
| 1
| 72.9
| 20.1
| 0
| 7
|
AMZN:33.3%;VNQ:33.3%;QQQ:33.3%
|
US:65.7;EU:16.7;APAC:5.8;EM:10.8;Other:1.0
|
Value:+0.9;Growth:-0.6;Quality:-0.5;Size:-0.0;Momentum:+0.5;LowVol:-0.2
|
MaxPos5%
| 5
| 30
| 6.6
|
hard 12%
| 213
| 22.3
|
Bear
| 33.5
| 4.46
| 2.8
| 168
| -3
| 58
| 93
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -6
| -32
|
BrokerC
|
LMT
| 91
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 103
| 1
| 79
| 4
| false
|
Increase defensive factor exposure
|
P2595
|
Opportunistic
|
IRA
|
USD
|
2025-11-13
| 738,670
| 55,573
| 683,097
| 1
| 72.3
| 20.8
| 1.9
| 4.9
|
QQQ:14.4%;TSLA:28.5%;MSFT:28.5%;MUB:28.5%
|
US:51.9;EU:19.1;APAC:14.5;EM:10.5;Other:4.0
|
Value:+0.8;Growth:+0.8;Quality:+0.1;Size:-0.1;Momentum:-0.5;LowVol:+0.9
|
MaxPos8%
| 5
| 25
| 6
|
trailing 7%
| 260
| 27
|
Volatile
| 23.5
| 4.44
| 4
| 148
| 43
| 61
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| -37
|
BrokerD
|
LMT
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 41
| -46
| 54
| 3
| false
|
Monitor dispersion and breadth
|
P2596
|
Systematic
|
Taxable
|
USD
|
2025-04-23
| 782,903
| 45,726
| 737,177
| 1
| 63.3
| 29.9
| 0
| 6.8
|
TSLA:25.7%;VTI:27.4%;VNQ:19.6%;MSFT:27.4%
|
US:66.0;EU:15.5;APAC:10.8;EM:7.2;Other:0.5
|
Value:-0.9;Growth:+0.6;Quality:-1.0;Size:-0.4;Momentum:-0.3;LowVol:+0.5
|
NoDerivatives
| 10
| 30
| 5
|
hard 12%
| 202
| 22
|
Sideways
| 22
| 4.89
| 3.4
| 124
| -16
| 56
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| -40
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 41
| -7
| 3
| 4
| false
|
Increase defensive factor exposure
|
P2597
|
Systematic
|
Trust
|
USD
|
2025-01-24
| 1,852,071
| 74,697
| 1,777,374
| 1
| 59.1
| 24.5
| 7
| 9.4
|
BND:8.9%;AMZN:18.2%;VOO:24.7%;VNQ:23.6%;XLF:24.7%
|
US:70.4;EU:9.8;APAC:9.0;EM:9.8;Other:1.0
|
Value:+0.5;Growth:-0.2;Quality:+0.3;Size:-0.0;Momentum:-0.2;LowVol:+0.6
| null | 6
| 25
| 5.1
|
trailing 9%
| 145
| 16.7
|
Bear
| 22.7
| 4.46
| 2.7
| 182
| 31
| 64
| 64
| false
|
Buy
|
Add to core equity +1%
| -15
| -29
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 36
| -13
| 156
| 5
| false
|
Increase defensive factor exposure
|
P2598
|
Cautious
|
Roth
|
USD
|
2024-07-27
| 542,704
| 47,404
| 495,300
| 1
| 43.6
| 41.8
| 0
| 14.7
|
BRK.B:33.3%;IEF:33.3%;XLF:33.3%
|
US:60.9;EU:16.2;APAC:6.9;EM:11.4;Other:4.6
|
Value:-0.2;Growth:-1.0;Quality:+0.4;Size:+0.5;Momentum:-0.6;LowVol:-0.6
|
ESGOnly;MaxPos8%;NoMargin
| 7
| 35
| 3.9
|
trailing 8%
| 128
| 17.2
|
Sideways
| 21.5
| 3.83
| 3
| 122
| -4
| 38
| 44
| false
|
Buy
|
Add to core equity +1%
| 19
| 11
|
BrokerC
|
VWAP
| 94
| null | null |
Normal monitoring
| -15
| -59
| 101
| 3
| false
|
Tighten stops on momentum names
|
P2599
|
Systematic
|
Trust
|
USD
|
2024-12-23
| 1,671,618
| 93,431
| 1,578,187
| 1
| 64.6
| 28.9
| 0
| 6.5
|
AMZN:33.3%;VNQ:33.3%;MUB:33.3%
|
US:59.6;EU:16.6;APAC:13.0;EM:8.4;Other:2.5
|
Value:+0.8;Growth:+0.6;Quality:-0.0;Size:-0.2;Momentum:+0.6;LowVol:-0.5
|
NoDerivatives
| 5
| 35
| 4.7
|
trailing 9%
| 220
| 19.5
|
Sideways
| 14.3
| 4.1
| 2.3
| 97
| 18
| 60
| 56
| false
|
NoAction
|
Within bands; monitor
| 9
| 0
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 116
| -15
| 114
| 5
| false
|
Tighten stops on momentum names
|
P2600
|
Cautious
|
IRA
|
USD
|
2025-06-30
| 797,382
| 91,701
| 705,681
| 1
| 44.3
| 34.1
| 9.3
| 12.2
|
BND:33.3%;QQQ:33.3%;BRK.B:33.3%
|
US:66.1;EU:12.1;APAC:8.5;EM:10.4;Other:2.9
|
Value:-0.9;Growth:+0.4;Quality:-0.3;Size:0.0;Momentum:-0.2;LowVol:+0.7
|
ESGOnly;NoMargin
| 8
| 35
| 4.3
|
hard 10%
| 103
| 18.9
|
Volatile
| 20.4
| 3.69
| 3.8
| 145
| -6
| 62
| 55
| false
|
Buy
|
Add to core equity +1%
| 9
| 8
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| 44
| -4
| 47
| 5
| false
|
Monitor dispersion and breadth
|
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