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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P3001
|
Active
|
Taxable
|
USD
|
2025-01-31
| 2,452,782
| 240,784
| 2,211,998
| 1
| 57.5
| 18.1
| 17.7
| 6.7
|
MUB:13.7%;GLD:21.6%;IEF:21.6%;XLF:21.6%;MSFT:21.6%
|
US:67.6;EU:11.1;APAC:12.5;EM:3.9;Other:4.8
|
Value:-0.3;Growth:+1.0;Quality:+0.4;Size:-1.0;Momentum:+0.5;LowVol:+0.1
|
MaxPos6%
| 8
| 35
| 4
|
trailing 9%
| 144
| 21.7
|
Volatile
| 27.6
| 3.75
| 3.6
| 121
| 65
| 94
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| 6
|
BrokerB
|
MKT
| 90
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 63
| -36
| 57
| 3
| false
|
Tax-aware sells next window
|
P3002
|
Hands-off
|
Roth
|
USD
|
2025-02-18
| 170,194
| 16,969
| 153,225
| 1
| 62.5
| 19.1
| 10.7
| 7.7
|
GLD:13.1%;MUB:15.4%;AMZN:23.8%;BND:23.8%;AAPL:23.8%
|
US:78.1;EU:8.5;APAC:5.6;EM:7.6;Other:0.2
|
Value:-0.5;Growth:-0.2;Quality:-1.0;Size:+0.8;Momentum:+0.1;LowVol:-0.8
|
ESGOnly;MaxPos8%
| 10
| 25
| 5.6
|
hard 10%
| 115
| 16.8
|
Volatile
| 30.3
| 4.28
| 3.3
| 112
| -6
| 53
| 85
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 27
| 8
|
BrokerB
|
LMT
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 85
| -23
| 46
| 4
| false
|
Increase defensive factor exposure
|
P3003
|
Systematic
|
401k
|
USD
|
2025-02-02
| 952,895
| 72,858
| 880,037
| 1
| 59.8
| 29.7
| 5.3
| 5.2
|
AMZN:21.1%;MSFT:12.6%;IEF:15.9%;GLD:15.0%;HYG:14.3%;XLF:21.1%
|
US:67.8;EU:13.7;APAC:7.3;EM:10.3;Other:0.9
|
Value:-0.4;Growth:-0.8;Quality:-0.6;Size:+0.5;Momentum:+0.7;LowVol:+0.2
| null | 10
| 30
| 5.5
|
hard 12%
| 186
| 25.6
|
Bear
| 23.2
| 3.12
| 2.7
| 148
| -118
| 5
| 67
| false
|
NoAction
|
Within bands; monitor
| -3
| -3
|
BrokerC
|
VWAP
| 98
| null | null |
Normal monitoring
| 24
| 10
| 36
| 3
| false
|
Tighten stops on momentum names
|
P3004
|
Systematic
|
Taxable
|
USD
|
2025-07-06
| 745,136
| 59,097
| 686,039
| 1
| 64.9
| 26.9
| 0
| 8.2
|
TLT:33.3%;TSLA:33.3%;GLD:33.3%
|
US:78.8;EU:8.8;APAC:7.4;EM:3.9;Other:1.2
|
Value:-0.7;Growth:+0.7;Quality:-0.9;Size:+0.5;Momentum:-0.7;LowVol:-0.2
|
MaxPos7%;NoDerivatives
| 10
| 30
| 4.5
|
trailing 8%
| 218
| 26
|
Bear
| 32.6
| 4.3
| 1.5
| 176
| -82
| 18
| 84
| true
|
Rebalance
|
Rebalance back to target bands
| 23
| -15
|
BrokerA
|
VWAP
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 81
| -53
| 167
| 5
| false
|
Within IPS guidelines
|
P3005
|
Active
|
Roth
|
USD
|
2024-09-10
| 2,423,561
| 209,552
| 2,214,009
| 1
| 63.8
| 20.5
| 9.1
| 6.6
|
VNQ:16.5%;AAPL:18.1%;TLT:17.5%;QQQ:14.3%;MUB:20.4%;GLD:13.1%
|
US:64.7;EU:17.6;APAC:7.9;EM:6.4;Other:3.4
|
Value:+0.4;Growth:-0.1;Quality:+0.7;Size:+0.6;Momentum:+1.0;LowVol:-0.5
| null | 8
| 30
| 4.5
|
hard 12%
| 185
| 19.1
|
Bull
| 13.3
| 4.04
| 3.4
| 95
| 97
| 100
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| -2
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 56
| -24
| 137
| 5
| false
|
Tax-aware sells next window
|
P3006
|
Systematic
|
IRA
|
USD
|
2025-02-21
| 1,156,900
| 113,775
| 1,043,125
| 1
| 63.2
| 26.9
| 0
| 9.9
|
AAPL:14.7%;TLT:21.6%;IEF:20.1%;VTI:10.4%;GLD:11.6%;VNQ:21.6%
|
US:63.2;EU:14.6;APAC:10.6;EM:8.5;Other:3.0
|
Value:-0.4;Growth:-0.3;Quality:+0.3;Size:-0.5;Momentum:+0.1;LowVol:-0.2
| null | 6
| 30
| 5.7
|
trailing 9%
| 135
| 21.4
|
Bull
| 17.9
| 3.65
| 3.4
| 76
| 99
| 100
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -15
| -27
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 57
| -24
| 127
| 5
| false
|
Increase defensive factor exposure
|
P3007
|
Active
|
Roth
|
USD
|
2024-10-04
| 1,971,965
| 122,619
| 1,849,346
| 1.2
| 66.7
| 24.1
| 1.7
| 7.5
|
VTI:33.3%;TSLA:33.3%;VOO:33.3%
|
US:62.9;EU:7.8;APAC:16.4;EM:11.2;Other:1.7
|
Value:-0.4;Growth:-0.3;Quality:+0.9;Size:-0.2;Momentum:-0.7;LowVol:+1.0
|
MaxPos7%
| 10
| 30
| 5.8
|
trailing 9%
| 129
| 20.9
|
Bull
| 13.2
| 3.52
| 3
| 100
| 85
| 90
| 54
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| -32
|
BrokerC
|
MKT
| 98
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 32
| 0
| 87
| 2
| true
|
Increase defensive factor exposure
|
P3008
|
Hands-off
|
Taxable
|
USD
|
2025-11-20
| 641,254
| 44,761
| 596,493
| 1
| 62.5
| 21.6
| 6.9
| 9.1
|
BRK.B:33.1%;AAPL:33.4%;MSFT:33.4%
|
US:64.2;EU:14.7;APAC:13.7;EM:6.1;Other:1.3
|
Value:-0.9;Growth:-0.4;Quality:0.0;Size:+0.7;Momentum:-0.4;LowVol:-0.4
|
ESGOnly;MaxPos5%
| 7
| 35
| 5.6
|
trailing 8%
| 95
| 14.3
|
Volatile
| 31.2
| 4.83
| 2.4
| 133
| 79
| 100
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -1
| -35
|
BrokerB
|
MKT
| 85
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -53
| -34
| 70
| 5
| false
|
Monitor dispersion and breadth
|
P3009
|
Active
|
Roth
|
USD
|
2025-02-27
| 2,016,207
| 240,637
| 1,775,570
| 1
| 57
| 25.8
| 7.3
| 9.9
|
AMZN:20.6%;VNQ:26.5%;TLT:26.5%;MUB:26.5%
|
US:69.5;EU:7.5;APAC:13.3;EM:6.2;Other:3.5
|
Value:+0.3;Growth:-0.2;Quality:+0.5;Size:+0.6;Momentum:+0.5;LowVol:+0.9
|
MaxPos8%
| 7
| 30
| 4.9
|
trailing 8%
| 143
| 22.5
|
Volatile
| 29.6
| 4.45
| 2.6
| 172
| 77
| 73
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| 11
|
BrokerB
|
MKT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 64
| 5
| 87
| 5
| false
|
Tighten stops on momentum names
|
P3010
|
Opportunistic
|
Taxable
|
USD
|
2024-11-04
| 476,188
| 30,084
| 446,104
| 1.07
| 77.5
| 15.2
| 0.7
| 6.6
|
BRK.B:23.7%;AMZN:23.7%;TSLA:10.0%;XLF:23.7%;VOO:18.9%
|
US:68.3;EU:6.6;APAC:15.5;EM:5.9;Other:3.7
|
Value:+0.5;Growth:+0.5;Quality:-1.0;Size:+0.8;Momentum:-0.4;LowVol:-1.0
|
NoDerivatives
| 10
| 25
| 4.3
|
trailing 9%
| 280
| 27.7
|
Bull
| 12.5
| 4.48
| 2.1
| 75
| 12
| 56
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -36
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 57
| -15
| 25
| 4
| false
|
Within IPS guidelines
|
P3011
|
Systematic
|
Roth
|
USD
|
2025-07-18
| 1,367,009
| 133,118
| 1,233,891
| 1
| 61.2
| 29.9
| 0
| 8.9
|
AAPL:15.6%;IEF:16.3%;BRK.B:22.7%;BND:22.7%;XLF:22.7%
|
US:70.2;EU:6.6;APAC:8.8;EM:12.8;Other:1.6
|
Value:+0.3;Growth:+0.6;Quality:-0.5;Size:+0.7;Momentum:-0.2;LowVol:-0.2
|
MaxPos5%
| 8
| 30
| 5.5
|
hard 12%
| 170
| 21.9
|
Bull
| 14.1
| 4.95
| 2.6
| 92
| 117
| 97
| 35
| false
|
Sell
|
Trim extended winner -1%
| -12
| -23
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 108
| -57
| 186
| 3
| false
|
Monitor dispersion and breadth
|
P3012
|
Active
|
Roth
|
USD
|
2025-03-10
| 1,074,976
| 96,415
| 978,561
| 1
| 66.6
| 18.9
| 7.8
| 6.7
|
AAPL:20.7%;XLF:16.4%;MUB:18.4%;HYG:20.7%;GLD:13.3%;VOO:10.6%
|
US:63.1;EU:17.8;APAC:11.1;EM:7.0;Other:1.1
|
Value:-0.1;Growth:+0.9;Quality:+0.7;Size:+0.3;Momentum:+0.3;LowVol:+0.6
|
MaxPos5%
| 6
| 30
| 5.2
|
hard 12%
| 206
| 23.8
|
Sideways
| 14.2
| 3.93
| 2.3
| 111
| 0
| 43
| 52
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 8
| -4
|
BrokerD
|
VWAP
| 85
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -1
| -8
| -23
| 3
| false
|
Tax-aware sells next window
|
P3013
|
Opportunistic
|
Trust
|
USD
|
2025-12-25
| 1,395,468
| 111,707
| 1,283,761
| 1.22
| 71.9
| 16
| 6.8
| 5.2
|
XLF:33.3%;VOO:33.3%;IEF:33.3%
|
US:74.0;EU:8.1;APAC:12.0;EM:4.6;Other:1.3
|
Value:-0.4;Growth:-0.9;Quality:-0.3;Size:0.0;Momentum:-0.2;LowVol:+0.5
| null | 7
| 30
| 4.8
|
trailing 7%
| 222
| 20.9
|
Bull
| 11.4
| 3.51
| 3
| 93
| 55
| 71
| 47
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 21
| -35
|
BrokerC
|
MKT
| 88
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -30
| -23
| 13
| 4
| true
|
Increase defensive factor exposure
|
P3014
|
Active
|
Roth
|
USD
|
2024-12-24
| 678,778
| 77,315
| 601,463
| 1
| 50.4
| 26.6
| 16.1
| 6.8
|
IEF:27.2%;VOO:24.5%;MSFT:21.2%;VTI:27.2%
|
US:68.0;EU:12.3;APAC:7.2;EM:11.0;Other:1.4
|
Value:-0.8;Growth:+0.6;Quality:-0.5;Size:+0.9;Momentum:+1.0;LowVol:+0.7
|
MaxPos8%
| 8
| 30
| 5.4
|
hard 12%
| 215
| 16.7
|
Bear
| 33
| 3.76
| 2.8
| 209
| -62
| 26
| 70
| false
|
Buy
|
Add to core equity +1%
| 34
| -36
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| -50
| -51
| -9
| 4
| false
|
Monitor dispersion and breadth
|
P3015
|
Systematic
|
Trust
|
USD
|
2025-12-15
| 1,642,429
| 159,123
| 1,483,306
| 1
| 57.9
| 29.5
| 4.2
| 8.5
|
QQQ:11.3%;XLF:20.4%;BRK.B:20.4%;VNQ:13.1%;TLT:17.6%;MSFT:17.1%
|
US:65.1;EU:11.4;APAC:13.0;EM:9.7;Other:0.8
|
Value:+0.5;Growth:-0.9;Quality:+0.7;Size:+0.6;Momentum:+0.1;LowVol:+0.3
| null | 5
| 30
| 5.8
|
trailing 9%
| 190
| 27
|
Volatile
| 22.1
| 4.14
| 3.4
| 143
| -58
| 15
| 51
| false
|
Sell
|
Trim extended winner -1%
| 14
| -30
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 22
| -26
| -13
| 5
| false
|
Within IPS guidelines
|
P3016
|
Opportunistic
|
Trust
|
USD
|
2024-07-07
| 1,380,913
| 64,435
| 1,316,478
| 1
| 68.1
| 20
| 4.5
| 7.4
|
TSLA:25.5%;GLD:25.5%;BRK.B:10.1%;VTI:13.4%;MUB:25.5%
|
US:63.7;EU:8.9;APAC:13.5;EM:10.8;Other:3.1
|
Value:-0.6;Growth:-0.8;Quality:+0.4;Size:+0.3;Momentum:+0.8;LowVol:+0.2
| null | 8
| 30
| 6.1
|
hard 12%
| 270
| 27.3
|
Volatile
| 23.5
| 4.9
| 4
| 165
| -18
| 54
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -39
|
BrokerD
|
VWAP
| 88
| null | null |
Normal monitoring
| -9
| -38
| 56
| 3
| false
|
Within IPS guidelines
|
P3017
|
Active
|
Trust
|
USD
|
2025-07-22
| 2,377,901
| 202,112
| 2,175,789
| 1
| 52.5
| 32
| 9.4
| 6.2
|
BRK.B:38.6%;AMZN:22.8%;TLT:38.6%
|
US:69.3;EU:6.6;APAC:6.5;EM:14.3;Other:3.3
|
Value:+0.5;Growth:+0.3;Quality:+0.8;Size:-0.7;Momentum:+0.1;LowVol:-0.7
| null | 6
| 35
| 4.8
|
trailing 9%
| 188
| 23.8
|
Bear
| 26.9
| 4.46
| 1.4
| 198
| -65
| 6
| 57
| false
|
Buy
|
Add to core equity +1%
| 12
| -31
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| -1
| 10
| 57
| 3
| false
|
Tighten stops on momentum names
|
P3018
|
Hands-off
|
Taxable
|
USD
|
2025-07-27
| 619,914
| 47,286
| 572,628
| 1
| 69.7
| 21
| 0
| 9.3
|
TSLA:33.3%;HYG:33.3%;MSFT:33.3%
|
US:68.9;EU:15.5;APAC:6.9;EM:8.1;Other:0.6
|
Value:+0.5;Growth:+0.1;Quality:+0.7;Size:0.0;Momentum:+0.7;LowVol:-0.8
|
MaxPos5%
| 8
| 30
| 3.4
|
trailing 8%
| 109
| 16.4
|
Volatile
| 28.3
| 4.03
| 2.1
| 131
| 10
| 46
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 0
| -26
|
BrokerD
|
VWAP
| 97
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 108
| 14
| 225
| 4
| true
|
Within IPS guidelines
|
P3019
|
Opportunistic
|
Roth
|
USD
|
2025-03-06
| 364,645
| 15,597
| 349,048
| 1
| 67.9
| 13.9
| 13.3
| 4.9
|
QQQ:20.5%;VTI:22.0%;MSFT:13.6%;TLT:14.8%;AMZN:7.1%;BND:22.0%
|
US:70.6;EU:7.9;APAC:9.0;EM:11.9;Other:0.6
|
Value:-0.6;Growth:-0.7;Quality:-0.4;Size:-0.5;Momentum:-0.7;LowVol:+0.1
|
MaxPos5%
| 10
| 25
| 6.2
|
hard 12%
| 160
| 33
|
Bull
| 12.1
| 4.66
| 2.4
| 91
| 46
| 85
| 35
| false
|
Sell
|
Trim extended winner -1%
| 23
| -18
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| -60
| -20
| -53
| 5
| false
|
Increase defensive factor exposure
|
P3020
|
Systematic
|
Roth
|
USD
|
2025-07-28
| 884,243
| 72,349
| 811,894
| 1
| 62.5
| 32.3
| 0
| 5.2
|
MUB:27.7%;GLD:36.2%;TLT:36.2%
|
US:66.1;EU:15.2;APAC:9.7;EM:8.2;Other:0.8
|
Value:+0.8;Growth:+0.3;Quality:+0.5;Size:+0.5;Momentum:+0.1;LowVol:-0.3
|
MaxPos7%;NoDerivatives
| 6
| 35
| 5.6
|
trailing 8%
| 182
| 18.7
|
Bear
| 26.7
| 4.37
| 2.2
| 132
| -40
| 36
| 71
| true
|
Rebalance
|
Rebalance back to target bands
| 0
| -31
|
BrokerD
|
VWAP
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 8
| 3
| 130
| 2
| false
|
Monitor dispersion and breadth
|
P3021
|
Active
|
Trust
|
USD
|
2025-07-11
| 2,442,198
| 257,980
| 2,184,218
| 1
| 64.7
| 18.9
| 7.2
| 9.3
|
XLF:25.6%;AAPL:25.6%;HYG:9.6%;GLD:22.0%;TLT:17.2%
|
US:65.6;EU:15.5;APAC:11.9;EM:5.4;Other:1.5
|
Value:+0.6;Growth:+0.3;Quality:0.0;Size:-0.7;Momentum:-0.3;LowVol:-0.8
|
NoDerivatives
| 7
| 35
| 5.9
|
trailing 8%
| 211
| 24.6
|
Volatile
| 23.8
| 5.11
| 3.9
| 158
| 22
| 76
| 62
| false
|
Buy
|
Add to core equity +1%
| 31
| -29
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| 87
| -55
| 80
| 5
| false
|
Monitor dispersion and breadth
|
P3022
|
Cautious
|
401k
|
USD
|
2024-08-16
| 272,696
| 41,416
| 231,280
| 1
| 40.7
| 34.5
| 8.1
| 16.6
|
BND:23.3%;VOO:19.6%;TSLA:18.7%;AAPL:20.1%;MSFT:18.3%
|
US:71.4;EU:8.3;APAC:10.2;EM:9.8;Other:0.3
|
Value:+0.8;Growth:+0.3;Quality:+0.9;Size:-0.8;Momentum:-0.8;LowVol:-0.8
|
ESGOnly;MaxPos7%;NoMargin
| 6
| 35
| 4.1
|
trailing 8%
| 107
| 15.4
|
Volatile
| 20.7
| 4.07
| 2.8
| 131
| -44
| 15
| 54
| false
|
Buy
|
Add to core equity +1%
| 4
| -13
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 106
| -29
| 145
| 3
| false
|
Monitor dispersion and breadth
|
P3023
|
Opportunistic
|
Taxable
|
USD
|
2025-05-06
| 1,799,713
| 105,508
| 1,694,205
| 1
| 76.6
| 15.2
| 0
| 8.3
|
VTI:20.7%;BRK.B:23.5%;MSFT:18.7%;GLD:23.5%;TLT:13.6%
|
US:68.5;EU:6.9;APAC:15.2;EM:8.3;Other:1.1
|
Value:-0.3;Growth:+0.6;Quality:-0.7;Size:-0.7;Momentum:-0.2;LowVol:-0.8
|
MaxPos7%;NoDerivatives
| 6
| 30
| 4.6
|
trailing 7%
| 171
| 30
|
Bull
| 16
| 4.55
| 2.4
| 99
| 25
| 68
| 67
| true
|
Hedge
|
Buy index puts 1% notional
| 4
| 9
|
BrokerA
|
VWAP
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -28
| -22
| -29
| 4
| false
|
Tighten stops on momentum names
|
P3024
|
Opportunistic
|
401k
|
USD
|
2025-06-02
| 1,269,824
| 42,328
| 1,227,496
| 1
| 77.4
| 16.6
| 1.6
| 4.4
|
VOO:11.7%;MUB:22.1%;AAPL:21.9%;QQQ:22.1%;VNQ:22.1%
|
US:67.0;EU:17.3;APAC:6.6;EM:7.7;Other:1.5
|
Value:-0.5;Growth:-0.1;Quality:-0.4;Size:-0.3;Momentum:+0.5;LowVol:+0.7
| null | 8
| 25
| 6.8
|
trailing 7%
| 269
| 25.5
|
Volatile
| 25
| 4.53
| 2.6
| 164
| 62
| 75
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| 9
| -6
|
BrokerA
|
LMT
| 98
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -50
| -28
| 56
| 3
| true
|
Tax-aware sells next window
|
P3025
|
Opportunistic
|
IRA
|
USD
|
2025-08-27
| 451,481
| 20,986
| 430,495
| 1.17
| 74.4
| 13.2
| 8.1
| 4.3
|
GLD:15.5%;BND:6.9%;XLF:20.6%;IEF:20.6%;AMZN:19.6%;MSFT:16.9%
|
US:64.0;EU:11.7;APAC:12.6;EM:11.2;Other:0.5
|
Value:+1.0;Growth:+0.8;Quality:+0.7;Size:-0.2;Momentum:0.0;LowVol:+0.6
|
MaxPos8%
| 5
| 35
| 5.8
|
trailing 7%
| 174
| 31.8
|
Bull
| 17
| 4.3
| 2.9
| 90
| 98
| 97
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -16
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 14
| 2
| 53
| 4
| false
|
Tighten stops on momentum names
|
P3026
|
Systematic
|
401k
|
USD
|
2024-10-24
| 784,325
| 50,996
| 733,329
| 1
| 55.4
| 26.2
| 10.8
| 7.6
|
VTI:33.3%;MSFT:33.3%;BND:33.3%
|
US:65.4;EU:14.8;APAC:12.2;EM:6.7;Other:0.9
|
Value:+0.9;Growth:-0.5;Quality:-0.1;Size:+0.4;Momentum:-0.6;LowVol:+0.3
|
MaxPos5%;NoDerivatives
| 6
| 30
| 5.5
|
trailing 9%
| 128
| 24.6
|
Volatile
| 27
| 3.99
| 2.1
| 165
| 77
| 81
| 67
| false
|
Sell
|
Trim extended winner -1%
| -4
| -3
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| -13
| 8
| 107
| 4
| false
|
Increase defensive factor exposure
|
P3027
|
Active
|
401k
|
USD
|
2024-10-30
| 2,078,317
| 159,649
| 1,918,668
| 1
| 60.6
| 26.3
| 3.7
| 9.4
|
HYG:20.0%;TLT:27.3%;GLD:27.3%;VNQ:25.4%
|
US:60.8;EU:16.0;APAC:11.8;EM:6.8;Other:4.6
|
Value:-0.3;Growth:-0.8;Quality:-0.0;Size:-0.0;Momentum:-0.3;LowVol:-0.3
|
MaxPos7%
| 6
| 30
| 4.5
|
trailing 8%
| 121
| 17.9
|
Bull
| 14.7
| 3.63
| 3.3
| 88
| 28
| 79
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 2
| -27
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| 48
| -21
| 186
| 4
| false
|
Monitor dispersion and breadth
|
P3028
|
Systematic
|
Roth
|
USD
|
2025-02-13
| 1,223,054
| 93,725
| 1,129,329
| 1
| 62.6
| 28.5
| 3.1
| 5.8
|
GLD:33.3%;TLT:33.3%;VTI:33.3%
|
US:77.0;EU:9.7;APAC:5.8;EM:3.1;Other:4.4
|
Value:-0.4;Growth:0.0;Quality:+0.5;Size:-0.2;Momentum:-0.2;LowVol:+0.5
|
MaxPos5%
| 5
| 25
| 4.7
|
trailing 9%
| 197
| 24.9
|
Bull
| 12.8
| 4.44
| 2.2
| 94
| 24
| 48
| 45
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| -10
|
BrokerD
|
MKT
| 99
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 46
| -39
| 119
| 5
| false
|
Tighten stops on momentum names
|
P3029
|
Opportunistic
|
IRA
|
USD
|
2025-07-18
| 698,629
| 31,999
| 666,630
| 1
| 61.3
| 13.6
| 18.6
| 6.5
|
XLF:19.4%;BND:21.2%;GLD:21.2%;IEF:21.2%;QQQ:16.9%
|
US:62.4;EU:21.0;APAC:8.5;EM:4.7;Other:3.5
|
Value:-0.6;Growth:+0.9;Quality:-0.1;Size:-0.9;Momentum:-0.6;LowVol:-0.7
|
NoDerivatives
| 10
| 25
| 4.6
|
trailing 9%
| 205
| 28.3
|
Volatile
| 21.6
| 4.6
| 3.9
| 146
| -28
| 22
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -19
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 55
| -3
| 71
| 3
| false
|
Tighten stops on momentum names
|
P3030
|
Active
|
IRA
|
USD
|
2024-09-02
| 1,255,281
| 93,580
| 1,161,701
| 1
| 66.2
| 19.1
| 5.5
| 9.3
|
MUB:15.2%;TSLA:22.2%;IEF:22.2%;MSFT:11.7%;VNQ:12.8%;BND:16.0%
|
US:72.4;EU:8.8;APAC:11.5;EM:4.5;Other:2.8
|
Value:+0.7;Growth:-0.0;Quality:-0.4;Size:+0.3;Momentum:+0.6;LowVol:-0.6
| null | 10
| 30
| 5.1
|
hard 12%
| 154
| 16.9
|
Bear
| 25
| 4.27
| 2.3
| 203
| 12
| 42
| 77
| true
|
Rebalance
|
Rebalance back to target bands
| 25
| -14
|
BrokerD
|
MKT
| 93
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 49
| -3
| 55
| 4
| false
|
Tax-aware sells next window
|
P3031
|
Hands-off
|
Taxable
|
USD
|
2024-11-25
| 400,198
| 26,444
| 373,754
| 1
| 56.2
| 29.1
| 9.6
| 5.1
|
IEF:10.8%;BRK.B:22.6%;GLD:22.6%;VNQ:8.2%;TLT:13.0%;XLF:22.6%
|
US:70.0;EU:14.0;APAC:7.2;EM:5.4;Other:3.5
|
Value:+0.3;Growth:-0.6;Quality:+0.9;Size:+0.1;Momentum:-0.1;LowVol:-0.9
| null | 8
| 25
| 3.5
|
trailing 10%
| 169
| 16
|
Bull
| 15.1
| 4.87
| 3.2
| 111
| 54
| 76
| 48
| false
|
Sell
|
Trim extended winner -1%
| 0
| -27
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 9
| 11
| 6
| 5
| false
|
Tighten stops on momentum names
|
P3032
|
Hands-off
|
IRA
|
USD
|
2025-04-03
| 798,778
| 44,034
| 754,744
| 1
| 59.6
| 22.4
| 11.5
| 6.5
|
BND:21.8%;TSLA:10.2%;AAPL:11.8%;GLD:13.2%;VNQ:21.8%;VOO:21.3%
|
US:65.1;EU:16.9;APAC:12.4;EM:4.2;Other:1.5
|
Value:+0.2;Growth:+0.7;Quality:-0.0;Size:+0.9;Momentum:+0.7;LowVol:-0.2
|
MaxPos6%
| 10
| 25
| 5.8
|
trailing 8%
| 163
| 13
|
Volatile
| 26.6
| 3.83
| 3.4
| 116
| 68
| 97
| 62
| false
|
Sell
|
Trim extended winner -1%
| -13
| -15
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| 91
| -8
| 56
| 3
| false
|
Monitor dispersion and breadth
|
P3033
|
Hands-off
|
401k
|
USD
|
2025-06-22
| 289,115
| 12,239
| 276,876
| 1
| 70.1
| 17.8
| 2.9
| 9.2
|
GLD:26.1%;HYG:26.1%;AAPL:26.1%;AMZN:21.7%
|
US:66.8;EU:16.9;APAC:7.0;EM:5.4;Other:3.9
|
Value:+0.3;Growth:+0.4;Quality:-0.9;Size:+0.2;Momentum:-0.5;LowVol:-1.0
| null | 10
| 35
| 3.6
|
hard 10%
| 151
| 16.4
|
Sideways
| 18.6
| 3.95
| 2.7
| 108
| 15
| 44
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -22
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 0
| -2
| -23
| 4
| false
|
Within IPS guidelines
|
P3034
|
Cautious
|
IRA
|
USD
|
2025-04-11
| 362,919
| 33,172
| 329,747
| 1
| 44.5
| 39.9
| 0
| 15.6
|
MSFT:24.8%;AAPL:14.0%;HYG:24.8%;BND:24.8%;AMZN:11.5%
|
US:62.0;EU:14.4;APAC:12.3;EM:7.4;Other:3.9
|
Value:-0.2;Growth:+0.8;Quality:-0.4;Size:+0.6;Momentum:-0.3;LowVol:-0.6
|
ESGOnly;NoMargin
| 5
| 25
| 4.4
|
hard 10%
| 91
| 16.3
|
Volatile
| 30
| 3.84
| 3.4
| 146
| 35
| 64
| 56
| true
|
Rebalance
|
Rebalance back to target bands
| 14
| -8
|
BrokerA
|
MKT
| 97
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -25
| -34
| -39
| 2
| false
|
Monitor dispersion and breadth
|
P3035
|
Systematic
|
Taxable
|
USD
|
2025-03-17
| 575,475
| 42,910
| 532,565
| 1
| 55.6
| 29.6
| 6.3
| 8.4
|
VOO:25.8%;HYG:25.8%;MSFT:22.6%;VNQ:25.8%
|
US:61.7;EU:15.9;APAC:11.9;EM:8.5;Other:1.9
|
Value:-0.8;Growth:-0.9;Quality:+0.1;Size:-0.6;Momentum:0.0;LowVol:-0.8
| null | 10
| 25
| 4.1
|
hard 12%
| 125
| 24
|
Bull
| 17.2
| 4.64
| 3.2
| 119
| 7
| 51
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -34
|
BrokerA
|
LMT
| 85
| null | null |
Normal monitoring
| 9
| -19
| -14
| 4
| false
|
Tighten stops on momentum names
|
P3036
|
Opportunistic
|
401k
|
USD
|
2025-10-09
| 313,970
| 21,515
| 292,455
| 1
| 64.6
| 18.6
| 8.1
| 8.7
|
GLD:27.9%;AAPL:26.5%;BRK.B:27.9%;BND:17.8%
|
US:64.2;EU:16.6;APAC:9.9;EM:6.6;Other:2.6
|
Value:-0.6;Growth:-0.5;Quality:+0.6;Size:+0.7;Momentum:-0.5;LowVol:+0.1
| null | 5
| 30
| 6.5
|
hard 12%
| 171
| 24.9
|
Sideways
| 20.9
| 4.03
| 2.9
| 111
| -13
| 49
| 61
| false
|
Buy
|
Add to core equity +1%
| -7
| -31
|
BrokerD
|
VWAP
| 92
| null | null |
Normal monitoring
| 93
| -46
| 192
| 3
| false
|
Tax-aware sells next window
|
P3037
|
Active
|
Roth
|
USD
|
2024-12-03
| 1,315,839
| 116,111
| 1,199,728
| 1
| 52.2
| 23.4
| 16.2
| 8.2
|
TSLA:14.6%;IEF:9.2%;TLT:18.3%;VOO:15.3%;VTI:21.3%;BRK.B:21.3%
|
US:65.7;EU:16.4;APAC:6.6;EM:8.6;Other:2.7
|
Value:-0.1;Growth:-1.0;Quality:-0.1;Size:-0.3;Momentum:+0.3;LowVol:+0.3
|
NoDerivatives
| 10
| 30
| 4.7
|
trailing 8%
| 213
| 19.1
|
Volatile
| 29
| 3.75
| 3.9
| 114
| -16
| 56
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 14
| 6
|
BrokerD
|
MKT
| 87
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 8
| 13
| -12
| 5
| false
|
Tighten stops on momentum names
|
P3038
|
Cautious
|
Taxable
|
USD
|
2024-09-23
| 720,119
| 99,340
| 620,779
| 1
| 35.3
| 39.6
| 7.3
| 17.8
|
HYG:26.7%;AAPL:26.7%;AMZN:20.0%;VTI:26.7%
|
US:74.0;EU:9.6;APAC:6.5;EM:7.2;Other:2.6
|
Value:+0.2;Growth:+0.7;Quality:+0.5;Size:+0.1;Momentum:+0.5;LowVol:-0.7
|
NoMargin
| 7
| 35
| 4.7
|
trailing 8%
| 166
| 14.3
|
Volatile
| 30.8
| 3.6
| 3.9
| 169
| 28
| 70
| 53
| false
|
Buy
|
Add to core equity +1%
| -3
| -31
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| -59
| -26
| -32
| 3
| false
|
Increase defensive factor exposure
|
P3039
|
Cautious
|
IRA
|
USD
|
2025-02-22
| 476,972
| 46,107
| 430,865
| 1
| 51.6
| 34.5
| 0
| 14
|
HYG:21.3%;TLT:20.5%;VTI:15.6%;BND:21.3%;TSLA:21.3%
|
US:58.9;EU:19.7;APAC:10.5;EM:6.6;Other:4.2
|
Value:+0.5;Growth:-0.7;Quality:-0.1;Size:+0.5;Momentum:-0.8;LowVol:-0.4
|
NoDerivatives;NoMargin
| 6
| 30
| 4.7
|
trailing 10%
| 140
| 18.1
|
Bull
| 17.6
| 4.74
| 3
| 75
| 4
| 50
| 38
| false
|
Buy
|
Add to core equity +1%
| 34
| -30
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 120
| -15
| 108
| 4
| false
|
Within IPS guidelines
|
P3040
|
Cautious
|
Trust
|
USD
|
2025-02-11
| 514,643
| 57,913
| 456,730
| 1
| 52.2
| 37.7
| 0
| 10.1
|
TSLA:34.7%;AMZN:30.7%;GLD:34.7%
|
US:73.5;EU:6.0;APAC:8.6;EM:11.2;Other:0.8
|
Value:-0.4;Growth:-0.3;Quality:+0.3;Size:+0.6;Momentum:-0.3;LowVol:+0.3
|
ESGOnly;NoMargin
| 10
| 35
| 5.7
|
trailing 8%
| 93
| 17.2
|
Volatile
| 24.4
| 4.7
| 2.1
| 132
| 8
| 61
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| -25
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 86
| -33
| 209
| 4
| false
|
Tax-aware sells next window
|
P3041
|
Cautious
|
IRA
|
USD
|
2025-03-08
| 768,374
| 105,283
| 663,091
| 1
| 40.9
| 36.3
| 8.8
| 14
|
TLT:23.5%;XLF:16.4%;VTI:13.3%;TSLA:23.5%;IEF:23.5%
|
US:73.1;EU:7.6;APAC:13.2;EM:4.8;Other:1.3
|
Value:+1.0;Growth:-1.0;Quality:-0.3;Size:-0.3;Momentum:-0.8;LowVol:-0.4
|
MaxPos8%;NoMargin
| 5
| 30
| 3.2
|
hard 10%
| 165
| 19.4
|
Volatile
| 20.4
| 5.2
| 2.2
| 150
| 56
| 64
| 37
| false
|
Sell
|
Trim extended winner -1%
| 27
| 2
|
BrokerC
|
VWAP
| 86
| null | null |
Normal monitoring
| -51
| 10
| -27
| 4
| false
|
Increase defensive factor exposure
|
P3042
|
Opportunistic
|
401k
|
USD
|
2024-12-31
| 347,243
| 27,183
| 320,060
| 1.13
| 71.4
| 21.5
| 3.1
| 4.1
|
BRK.B:20.0%;BND:16.8%;TSLA:24.3%;TLT:14.5%;VNQ:24.3%
|
US:62.0;EU:17.7;APAC:9.9;EM:5.3;Other:5.1
|
Value:-0.6;Growth:-0.1;Quality:-1.0;Size:+0.5;Momentum:+0.5;LowVol:+0.9
|
MaxPos6%
| 8
| 25
| 5.7
|
hard 12%
| 205
| 34.1
|
Bull
| 16
| 4.8
| 2.1
| 78
| 46
| 72
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -7
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -53
| -13
| -4
| 4
| false
|
Within IPS guidelines
|
P3043
|
Cautious
|
IRA
|
USD
|
2025-05-24
| 633,156
| 81,936
| 551,220
| 1
| 47.6
| 36.5
| 1.8
| 14
|
VTI:33.3%;VNQ:33.3%;AAPL:33.3%
|
US:60.0;EU:16.8;APAC:10.6;EM:8.8;Other:3.8
|
Value:-0.2;Growth:+0.8;Quality:+0.7;Size:+0.4;Momentum:-0.2;LowVol:+0.3
|
NoMargin
| 10
| 25
| 3.2
|
trailing 8%
| 141
| 15
|
Sideways
| 14.8
| 3.69
| 2.9
| 111
| -25
| 38
| 48
| false
|
Sell
|
Trim extended winner -1%
| -10
| 1
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| -28
| -52
| 93
| 4
| false
|
Within IPS guidelines
|
P3044
|
Opportunistic
|
Roth
|
USD
|
2025-01-18
| 618,132
| 43,931
| 574,201
| 1
| 60.8
| 11.2
| 19.3
| 8.7
|
VTI:25.0%;QQQ:25.0%;XLF:25.0%;GLD:25.0%
|
US:64.8;EU:12.1;APAC:9.2;EM:11.3;Other:2.6
|
Value:-0.8;Growth:+1.0;Quality:-0.9;Size:+0.2;Momentum:+0.1;LowVol:+0.7
| null | 7
| 30
| 4.1
|
trailing 9%
| 226
| 20.4
|
Sideways
| 16.7
| 4.22
| 2.5
| 123
| 10
| 52
| 43
| false
|
Buy
|
Add to core equity +1%
| 20
| -13
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 2
| -7
| 135
| 3
| false
|
Monitor dispersion and breadth
|
P3045
|
Opportunistic
|
401k
|
USD
|
2025-09-24
| 413,887
| 21,196
| 392,691
| 1
| 62.4
| 13.8
| 15.9
| 7.9
|
IEF:21.7%;VNQ:26.1%;GLD:26.1%;VOO:26.1%
|
US:74.3;EU:8.0;APAC:10.9;EM:6.5;Other:0.4
|
Value:-0.7;Growth:+0.6;Quality:-0.5;Size:-0.7;Momentum:+0.7;LowVol:+0.2
| null | 10
| 30
| 5.7
|
trailing 7%
| 207
| 30.4
|
Volatile
| 20
| 3.71
| 3.3
| 158
| 39
| 57
| 63
| false
|
Buy
|
Add to core equity +1%
| 6
| -30
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| 75
| 14
| 57
| 4
| false
|
Tighten stops on momentum names
|
P3046
|
Opportunistic
|
Roth
|
USD
|
2025-11-05
| 1,118,837
| 42,008
| 1,076,829
| 1
| 70.7
| 16.7
| 6.2
| 6.5
|
MSFT:23.0%;TSLA:17.6%;AAPL:23.0%;XLF:13.6%;BRK.B:23.0%
|
US:63.3;EU:7.5;APAC:13.7;EM:11.6;Other:3.9
|
Value:-0.9;Growth:+0.3;Quality:+0.1;Size:-0.8;Momentum:-0.5;LowVol:-0.8
|
MaxPos6%
| 8
| 30
| 6.9
|
trailing 7%
| 213
| 25.4
|
Volatile
| 25.1
| 4.18
| 3.6
| 166
| -7
| 37
| 66
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -35
|
BrokerB
|
LMT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -27
| 15
| -27
| 4
| false
|
Tax-aware sells next window
|
P3047
|
Hands-off
|
IRA
|
USD
|
2025-05-05
| 864,075
| 56,891
| 807,184
| 1
| 72.6
| 21.3
| 0
| 6.1
|
AMZN:19.5%;TSLA:23.8%;QQQ:23.8%;VNQ:21.8%;BRK.B:11.2%
|
US:55.3;EU:19.7;APAC:13.5;EM:10.3;Other:1.1
|
Value:+0.4;Growth:+0.6;Quality:+0.9;Size:+0.4;Momentum:+1.0;LowVol:-0.9
|
MaxPos6%;NoDerivatives
| 7
| 35
| 4.6
|
hard 10%
| 110
| 12.7
|
Bull
| 14.3
| 4.51
| 3.3
| 83
| 118
| 100
| 52
| false
|
NoAction
|
Within bands; monitor
| 27
| -11
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 105
| -2
| 134
| 3
| false
|
Monitor dispersion and breadth
|
P3048
|
Hands-off
|
Roth
|
USD
|
2025-11-12
| 478,232
| 25,628
| 452,604
| 1
| 74.1
| 18.5
| 1.2
| 6.2
|
BND:24.0%;XLF:24.0%;AAPL:24.0%;BRK.B:13.0%;TSLA:15.1%
|
US:67.5;EU:11.3;APAC:8.1;EM:11.3;Other:1.7
|
Value:-0.5;Growth:+0.4;Quality:-0.3;Size:+0.2;Momentum:+0.8;LowVol:-0.9
|
ESGOnly
| 5
| 25
| 3.4
|
trailing 8%
| 129
| 15.1
|
Bear
| 34.9
| 3.91
| 2.3
| 166
| -109
| 5
| 90
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -24
|
BrokerD
|
MKT
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 28
| -59
| 61
| 3
| false
|
Increase defensive factor exposure
|
P3049
|
Opportunistic
|
Roth
|
USD
|
2025-02-18
| 1,760,353
| 56,292
| 1,704,061
| 1
| 69.2
| 13.5
| 11.7
| 5.6
|
VNQ:15.8%;MSFT:16.5%;AAPL:15.6%;HYG:12.0%;VOO:19.6%;XLF:20.6%
|
US:69.5;EU:10.4;APAC:10.8;EM:8.2;Other:1.1
|
Value:-0.3;Growth:-0.1;Quality:-0.7;Size:-0.4;Momentum:+0.1;LowVol:0.0
| null | 7
| 25
| 4.3
|
trailing 9%
| 280
| 33.1
|
Bull
| 16.2
| 4.04
| 2.8
| 101
| 86
| 84
| 44
| false
|
Buy
|
Add to core equity +1%
| 16
| -4
|
BrokerA
|
VWAP
| 94
| null | null |
Normal monitoring
| 3
| -42
| 47
| 4
| false
|
Increase defensive factor exposure
|
P3050
|
Cautious
|
Roth
|
USD
|
2024-09-26
| 259,919
| 34,392
| 225,527
| 1
| 38.3
| 38.2
| 10.4
| 13.1
|
VNQ:19.4%;TLT:21.5%;MUB:14.9%;VTI:22.1%;HYG:22.1%
|
US:66.6;EU:15.0;APAC:8.5;EM:8.0;Other:1.9
|
Value:+0.7;Growth:+0.8;Quality:+0.5;Size:+0.6;Momentum:-0.1;LowVol:+0.3
|
MaxPos5%;NoMargin
| 6
| 35
| 3.4
|
hard 10%
| 135
| 16.9
|
Volatile
| 30.7
| 3.62
| 2.2
| 119
| -41
| 29
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| -15
|
BrokerA
|
VWAP
| 96
| null | null |
Normal monitoring
| -1
| 10
| 28
| 3
| false
|
Monitor dispersion and breadth
|
P3051
|
Cautious
|
IRA
|
USD
|
2025-06-29
| 775,911
| 106,673
| 669,238
| 1
| 37.2
| 41.7
| 3.9
| 17.2
|
MSFT:25.0%;IEF:25.0%;VOO:25.0%;GLD:25.0%
|
US:65.2;EU:14.4;APAC:11.9;EM:6.3;Other:2.3
|
Value:-0.3;Growth:-0.1;Quality:-0.8;Size:+0.3;Momentum:-0.6;LowVol:0.0
|
MaxPos5%;NoMargin
| 5
| 25
| 5.9
|
trailing 8%
| 126
| 13.6
|
Bull
| 11.5
| 4.87
| 3.2
| 89
| 9
| 63
| 31
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| 9
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 107
| 3
| 218
| 4
| false
|
Tax-aware sells next window
|
P3052
|
Hands-off
|
IRA
|
USD
|
2025-01-24
| 771,341
| 42,899
| 728,442
| 1
| 73.9
| 16.7
| 1.4
| 8
|
VOO:24.4%;BND:13.0%;AMZN:24.4%;AAPL:21.4%;BRK.B:16.8%
|
US:72.5;EU:9.2;APAC:5.9;EM:11.3;Other:1.0
|
Value:-0.9;Growth:+0.5;Quality:+0.8;Size:-0.4;Momentum:+0.4;LowVol:-0.6
|
ESGOnly
| 10
| 25
| 4.8
|
trailing 8%
| 92
| 15.9
|
Bear
| 24
| 3.22
| 1.1
| 169
| -100
| 5
| 67
| false
|
Buy
|
Add to core equity +1%
| -7
| 0
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| 19
| -57
| 51
| 4
| false
|
Increase defensive factor exposure
|
P3053
|
Hands-off
|
401k
|
USD
|
2025-03-08
| 189,601
| 11,185
| 178,416
| 1
| 65.7
| 23.4
| 3.1
| 7.8
|
GLD:26.9%;AAPL:19.3%;BND:26.9%;QQQ:26.9%
|
US:70.8;EU:13.7;APAC:4.7;EM:10.8;Other:0.0
|
Value:-0.1;Growth:-0.4;Quality:-0.8;Size:-0.6;Momentum:-0.0;LowVol:-0.3
|
ESGOnly;MaxPos5%
| 10
| 25
| 5.3
|
trailing 8%
| 123
| 17.5
|
Sideways
| 17.5
| 3.64
| 2.9
| 96
| -28
| 37
| 54
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -8
| -39
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| 107
| -2
| 104
| 5
| false
|
Tax-aware sells next window
|
P3054
|
Active
|
Trust
|
USD
|
2025-05-09
| 2,233,153
| 182,222
| 2,050,931
| 1
| 52.4
| 23.5
| 15.8
| 8.2
|
TSLA:12.7%;XLF:8.4%;GLD:11.7%;VTI:23.3%;IEF:20.5%;VNQ:23.3%
|
US:52.3;EU:19.1;APAC:14.0;EM:11.1;Other:3.5
|
Value:-0.5;Growth:0.0;Quality:-0.2;Size:-0.8;Momentum:+0.8;LowVol:-0.8
|
NoDerivatives
| 5
| 25
| 5.7
|
trailing 8%
| 190
| 26.5
|
Volatile
| 24.4
| 4.93
| 2.2
| 158
| -31
| 32
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -36
|
BrokerA
|
VWAP
| 99
| null | null |
Normal monitoring
| 104
| -30
| 221
| 5
| false
|
Monitor dispersion and breadth
|
P3055
|
Cautious
|
IRA
|
USD
|
2024-09-17
| 345,380
| 46,507
| 298,873
| 1
| 35.6
| 41.3
| 7.9
| 15.1
|
AAPL:27.9%;GLD:27.9%;VOO:21.0%;MSFT:23.2%
|
US:67.0;EU:16.9;APAC:6.3;EM:6.1;Other:3.7
|
Value:+0.2;Growth:-0.4;Quality:-0.2;Size:-0.2;Momentum:-0.7;LowVol:+0.4
|
NoMargin
| 7
| 25
| 5.9
|
trailing 10%
| 145
| 15.3
|
Bull
| 12.4
| 3.77
| 3.4
| 111
| 26
| 78
| 25
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -25
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| 87
| 7
| 129
| 5
| false
|
Within IPS guidelines
|
P3056
|
Opportunistic
|
Roth
|
USD
|
2025-04-18
| 730,228
| 41,772
| 688,456
| 1
| 72.6
| 21
| 0
| 6.5
|
GLD:17.3%;IEF:9.9%;TSLA:21.3%;MUB:21.3%;MSFT:17.1%;HYG:13.1%
|
US:72.4;EU:12.7;APAC:6.5;EM:4.8;Other:3.7
|
Value:+0.4;Growth:+0.6;Quality:-0.4;Size:-0.5;Momentum:+0.5;LowVol:+0.4
|
MaxPos8%
| 5
| 30
| 4.4
|
trailing 7%
| 203
| 22.8
|
Bull
| 16.1
| 3.89
| 2.7
| 87
| 81
| 96
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -36
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| 95
| -17
| 167
| 3
| false
|
Increase defensive factor exposure
|
P3057
|
Systematic
|
Trust
|
USD
|
2025-12-01
| 912,795
| 84,985
| 827,810
| 1
| 57.4
| 24.3
| 10.1
| 8.2
|
AMZN:12.6%;MSFT:22.1%;GLD:7.5%;MUB:15.1%;VNQ:20.5%;BRK.B:22.1%
|
US:69.0;EU:11.4;APAC:11.4;EM:5.8;Other:2.4
|
Value:-0.1;Growth:-1.0;Quality:-0.4;Size:+0.4;Momentum:-0.5;LowVol:+1.0
| null | 10
| 25
| 4.2
|
trailing 8%
| 199
| 24.6
|
Bull
| 17.8
| 4.42
| 3.2
| 75
| 113
| 100
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -36
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| -54
| -47
| 44
| 4
| false
|
Tighten stops on momentum names
|
P3058
|
Systematic
|
Taxable
|
USD
|
2025-06-28
| 1,655,494
| 68,252
| 1,587,242
| 1
| 64.1
| 25
| 4.3
| 6.6
|
AAPL:33.3%;AMZN:33.3%;IEF:33.3%
|
US:74.8;EU:12.2;APAC:7.5;EM:4.0;Other:1.4
|
Value:+0.6;Growth:-0.4;Quality:+0.9;Size:+0.2;Momentum:-0.9;LowVol:+0.7
|
MaxPos8%;NoDerivatives
| 6
| 25
| 5.5
|
hard 12%
| 192
| 22.4
|
Volatile
| 30.8
| 3.84
| 3.3
| 129
| 45
| 69
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 30
| -18
|
BrokerB
|
VWAP
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -43
| -2
| -83
| 4
| false
|
Increase defensive factor exposure
|
P3059
|
Active
|
Trust
|
USD
|
2025-06-30
| 933,382
| 69,811
| 863,571
| 1
| 59.1
| 30.4
| 3
| 7.5
|
TLT:36.2%;BRK.B:27.7%;MSFT:36.2%
|
US:66.8;EU:10.8;APAC:15.2;EM:4.7;Other:2.5
|
Value:-1.0;Growth:-0.8;Quality:-0.7;Size:+0.9;Momentum:-0.9;LowVol:-0.4
|
MaxPos8%;NoDerivatives
| 10
| 30
| 5.3
|
hard 12%
| 159
| 22.5
|
Bull
| 11.5
| 4.95
| 2.4
| 116
| 103
| 87
| 29
| false
|
Buy
|
Add to core equity +1%
| 15
| 6
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| -2
| -16
| 61
| 3
| false
|
Tighten stops on momentum names
|
P3060
|
Cautious
|
Roth
|
USD
|
2024-08-12
| 243,624
| 26,492
| 217,132
| 1
| 41.2
| 40.3
| 1.8
| 16.6
|
HYG:15.3%;TLT:28.2%;VNQ:28.2%;MUB:28.2%
|
US:62.6;EU:8.8;APAC:15.6;EM:7.8;Other:5.2
|
Value:+0.1;Growth:+0.1;Quality:-0.9;Size:-0.7;Momentum:+0.7;LowVol:+0.2
|
MaxPos6%;NoMargin
| 10
| 30
| 5
|
trailing 8%
| 151
| 14.5
|
Sideways
| 22
| 4.56
| 3.2
| 103
| 35
| 62
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -27
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 69
| 5
| 121
| 4
| false
|
Within IPS guidelines
|
P3061
|
Active
|
Roth
|
USD
|
2024-07-17
| 1,104,844
| 88,422
| 1,016,422
| 1
| 66.8
| 19
| 6.3
| 8
|
VOO:18.5%;MUB:13.4%;VNQ:15.3%;BRK.B:21.2%;AAPL:10.4%;BND:21.2%
|
US:71.0;EU:8.1;APAC:6.5;EM:8.8;Other:5.8
|
Value:+0.5;Growth:+0.5;Quality:-0.8;Size:-0.3;Momentum:-0.8;LowVol:-0.3
|
MaxPos7%
| 7
| 30
| 5
|
trailing 9%
| 139
| 18.7
|
Bull
| 11.2
| 4.94
| 2.9
| 83
| 105
| 87
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -7
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 24
| -25
| -3
| 4
| false
|
Within IPS guidelines
|
P3062
|
Active
|
Taxable
|
USD
|
2025-03-15
| 1,444,782
| 161,516
| 1,283,266
| 1
| 62
| 29.8
| 1.8
| 6.4
|
MSFT:12.2%;TLT:22.4%;QQQ:22.4%;AAPL:22.4%;HYG:20.6%
|
US:61.1;EU:12.4;APAC:12.8;EM:13.6;Other:0.0
|
Value:-0.4;Growth:+0.7;Quality:-0.8;Size:+0.7;Momentum:+0.4;LowVol:+0.6
| null | 10
| 35
| 4.9
|
hard 12%
| 220
| 27.8
|
Volatile
| 31.4
| 4.92
| 3.7
| 115
| -9
| 41
| 86
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| -14
|
BrokerD
|
LMT
| 89
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -21
| -23
| 92
| 4
| false
|
Tighten stops on momentum names
|
P3063
|
Systematic
|
Taxable
|
USD
|
2024-11-14
| 976,714
| 46,572
| 930,142
| 1
| 55.8
| 26.4
| 11.2
| 6.6
|
MSFT:23.7%;VNQ:20.8%;BND:23.7%;GLD:21.1%;HYG:10.8%
|
US:57.4;EU:15.9;APAC:14.2;EM:11.0;Other:1.4
|
Value:-0.7;Growth:0.0;Quality:-0.9;Size:+0.8;Momentum:+0.9;LowVol:+0.9
|
MaxPos6%;NoDerivatives
| 7
| 35
| 4.9
|
trailing 8%
| 227
| 23.9
|
Bull
| 17.7
| 3.72
| 3
| 112
| 89
| 100
| 50
| false
|
NoAction
|
Within bands; monitor
| -9
| -24
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| 10
| -48
| 103
| 4
| false
|
Increase defensive factor exposure
|
P3064
|
Active
|
Taxable
|
USD
|
2025-07-02
| 1,667,556
| 116,688
| 1,550,868
| 1
| 61.9
| 23
| 7.2
| 7.9
|
AAPL:35.0%;VNQ:35.0%;MUB:30.1%
|
US:67.6;EU:15.6;APAC:6.4;EM:8.4;Other:2.0
|
Value:-0.6;Growth:+1.0;Quality:-0.6;Size:-0.8;Momentum:-0.7;LowVol:+0.5
|
MaxPos5%
| 7
| 30
| 4.1
|
hard 12%
| 132
| 25.8
|
Bull
| 12.4
| 3.71
| 2.5
| 96
| 42
| 66
| 42
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -7
| -11
|
BrokerD
|
LMT
| 100
| null | null |
Normal monitoring
| 52
| 16
| 104
| 5
| false
|
Monitor dispersion and breadth
|
P3065
|
Cautious
|
401k
|
USD
|
2025-07-05
| 610,582
| 95,581
| 515,001
| 1
| 35.5
| 34.2
| 15.2
| 15.1
|
VOO:24.6%;VNQ:8.4%;MUB:17.6%;TSLA:24.6%;QQQ:24.6%
|
US:66.9;EU:8.2;APAC:14.7;EM:6.6;Other:3.6
|
Value:-0.8;Growth:-0.2;Quality:-0.7;Size:-0.0;Momentum:-0.6;LowVol:-0.9
|
ESGOnly;NoMargin
| 10
| 25
| 5.2
|
trailing 8%
| 114
| 14.5
|
Sideways
| 15.4
| 4.89
| 2.5
| 92
| 28
| 69
| 35
| false
|
Sell
|
Trim extended winner -1%
| 7
| -15
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| -8
| -5
| 103
| 4
| false
|
Increase defensive factor exposure
|
P3066
|
Systematic
|
401k
|
USD
|
2025-10-21
| 1,425,073
| 92,890
| 1,332,183
| 1
| 63.5
| 24.1
| 3.5
| 9
|
BND:26.6%;QQQ:20.3%;VTI:26.6%;AAPL:26.6%
|
US:66.0;EU:10.9;APAC:13.6;EM:7.1;Other:2.4
|
Value:-0.3;Growth:+0.9;Quality:-0.6;Size:+0.3;Momentum:-0.0;LowVol:+0.8
| null | 6
| 25
| 4.1
|
trailing 9%
| 218
| 19.9
|
Bull
| 12
| 4.46
| 3
| 94
| 69
| 87
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -37
|
BrokerB
|
LMT
| 88
| null | null |
Normal monitoring
| -25
| 13
| 92
| 3
| false
|
Increase defensive factor exposure
|
P3067
|
Cautious
|
IRA
|
USD
|
2024-10-09
| 199,779
| 28,348
| 171,431
| 1
| 51.4
| 32.9
| 1.2
| 14.6
|
VOO:25.0%;VNQ:25.0%;TLT:25.0%;AMZN:25.0%
|
US:67.5;EU:15.0;APAC:10.1;EM:6.5;Other:0.8
|
Value:-0.9;Growth:+0.8;Quality:+0.3;Size:-0.5;Momentum:0.0;LowVol:-0.9
|
NoMargin
| 5
| 35
| 3.6
|
trailing 8%
| 148
| 13.5
|
Volatile
| 24.3
| 4.08
| 2.7
| 113
| 42
| 56
| 66
| false
|
Buy
|
Add to core equity +1%
| -15
| -10
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 81
| -46
| 83
| 5
| false
|
Increase defensive factor exposure
|
P3068
|
Hands-off
|
IRA
|
USD
|
2025-11-24
| 395,624
| 29,081
| 366,543
| 1
| 59.1
| 24.1
| 8.2
| 8.7
|
AAPL:15.2%;HYG:12.8%;MSFT:20.3%;QQQ:16.9%;XLF:17.3%;VTI:17.5%
|
US:64.3;EU:15.4;APAC:10.4;EM:7.6;Other:2.3
|
Value:-0.9;Growth:-0.2;Quality:-0.3;Size:+0.1;Momentum:+0.3;LowVol:+0.8
|
ESGOnly;MaxPos5%
| 10
| 25
| 4.8
|
hard 10%
| 163
| 12
|
Bull
| 12.8
| 3.62
| 2.8
| 109
| 63
| 71
| 46
| false
|
Sell
|
Trim extended winner -1%
| -1
| 1
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 92
| -51
| 140
| 5
| false
|
Increase defensive factor exposure
|
P3069
|
Active
|
Trust
|
USD
|
2024-08-24
| 1,955,770
| 154,048
| 1,801,722
| 1.06
| 67.2
| 19.9
| 3.6
| 9.3
|
MSFT:33.3%;TLT:33.3%;XLF:33.3%
|
US:62.8;EU:13.9;APAC:15.1;EM:5.2;Other:3.1
|
Value:+0.8;Growth:-0.5;Quality:-0.3;Size:+0.3;Momentum:-0.7;LowVol:+0.4
|
MaxPos8%
| 7
| 25
| 4.4
|
hard 12%
| 228
| 25.6
|
Volatile
| 26.5
| 4.22
| 3
| 169
| 35
| 67
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 11
| -1
|
BrokerC
|
MKT
| 85
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 4
| -54
| 109
| 4
| false
|
Tighten stops on momentum names
|
P3070
|
Active
|
Trust
|
USD
|
2025-09-18
| 2,211,462
| 256,157
| 1,955,305
| 1
| 52.5
| 26.3
| 13.1
| 8.1
|
XLF:25.0%;VNQ:25.0%;MUB:25.0%;VTI:25.0%
|
US:72.3;EU:18.1;APAC:5.2;EM:3.6;Other:0.8
|
Value:+0.8;Growth:-0.8;Quality:-0.4;Size:+0.3;Momentum:-0.8;LowVol:-0.4
|
MaxPos8%
| 5
| 35
| 4.4
|
trailing 9%
| 160
| 27.1
|
Bull
| 17.5
| 4.71
| 2.2
| 109
| 65
| 76
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| -8
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| 11
| -7
| 1
| 3
| false
|
Tighten stops on momentum names
|
P3071
|
Cautious
|
IRA
|
USD
|
2025-04-05
| 720,537
| 70,078
| 650,459
| 1
| 47.3
| 38.4
| 3.8
| 10.5
|
VTI:33.3%;TSLA:33.3%;VNQ:33.3%
|
US:76.1;EU:13.4;APAC:5.0;EM:3.3;Other:2.2
|
Value:+0.1;Growth:+0.7;Quality:+0.4;Size:-0.3;Momentum:-0.2;LowVol:-0.5
|
ESGOnly;MaxPos5%;NoMargin
| 5
| 30
| 5.8
|
trailing 8%
| 159
| 14.2
|
Bull
| 13
| 3.83
| 2.7
| 97
| 54
| 90
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -40
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 86
| -31
| 159
| 3
| false
|
Tighten stops on momentum names
|
P3072
|
Active
|
401k
|
USD
|
2025-11-26
| 1,680,705
| 199,158
| 1,481,547
| 1
| 60.6
| 20.2
| 13.2
| 6
|
MUB:22.3%;XLF:18.6%;AMZN:22.3%;BRK.B:15.4%;VTI:10.9%;GLD:10.5%
|
US:70.8;EU:5.9;APAC:10.4;EM:11.4;Other:1.5
|
Value:-0.5;Growth:0.0;Quality:+0.2;Size:-0.4;Momentum:+0.2;LowVol:+0.5
| null | 8
| 35
| 5.4
|
trailing 8%
| 157
| 19.8
|
Volatile
| 31.7
| 3.99
| 2.2
| 171
| 27
| 50
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| -19
|
BrokerB
|
VWAP
| 90
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -3
| 1
| 111
| 5
| false
|
Tighten stops on momentum names
|
P3073
|
Opportunistic
|
IRA
|
USD
|
2025-12-22
| 443,888
| 21,621
| 422,267
| 1
| 71.3
| 12.3
| 10.7
| 5.7
|
IEF:21.0%;GLD:21.0%;TLT:8.3%;MUB:20.7%;AMZN:21.0%;MSFT:8.1%
|
US:72.7;EU:6.5;APAC:8.4;EM:10.3;Other:2.2
|
Value:-0.9;Growth:-0.2;Quality:-0.4;Size:-0.4;Momentum:+0.2;LowVol:+0.5
| null | 5
| 30
| 4.6
|
trailing 9%
| 248
| 28
|
Volatile
| 30.2
| 3.94
| 2.6
| 157
| 77
| 95
| 88
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| -18
|
BrokerD
|
MKT
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 48
| 18
| 134
| 2
| false
|
Within IPS guidelines
|
P3074
|
Hands-off
|
Trust
|
USD
|
2025-01-19
| 247,742
| 23,995
| 223,747
| 1
| 69.5
| 21.7
| 1.3
| 7.5
|
VOO:16.9%;MUB:13.1%;GLD:18.8%;VNQ:17.0%;BND:13.9%;AMZN:20.3%
|
US:69.2;EU:9.5;APAC:9.5;EM:8.5;Other:3.2
|
Value:-0.6;Growth:+0.4;Quality:+0.4;Size:+0.7;Momentum:-0.8;LowVol:+0.5
| null | 8
| 35
| 3.5
|
trailing 8%
| 105
| 13.6
|
Sideways
| 15.3
| 3.96
| 3.4
| 139
| 49
| 87
| 44
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| 6
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 10
| -47
| 76
| 5
| false
|
Within IPS guidelines
|
P3075
|
Opportunistic
|
401k
|
USD
|
2025-03-26
| 633,449
| 19,913
| 613,536
| 1
| 60.8
| 13.9
| 18
| 7.4
|
MUB:33.3%;GLD:33.3%;AAPL:33.3%
|
US:62.5;EU:16.1;APAC:11.3;EM:9.8;Other:0.4
|
Value:+0.1;Growth:+1.0;Quality:-0.5;Size:0.0;Momentum:-0.6;LowVol:-0.3
|
NoDerivatives
| 6
| 30
| 5.1
|
trailing 7%
| 202
| 24.4
|
Bull
| 15.7
| 4.34
| 3.5
| 86
| 95
| 100
| 42
| true
|
Rebalance
|
Rebalance back to target bands
| 5
| -26
|
BrokerD
|
LMT
| 88
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -19
| -27
| 23
| 4
| false
|
Tighten stops on momentum names
|
P3076
|
Opportunistic
|
Trust
|
USD
|
2025-12-15
| 1,074,052
| 71,933
| 1,002,119
| 1.19
| 64.9
| 20.5
| 7.7
| 6.9
|
BND:22.5%;HYG:19.7%;TLT:18.9%;VOO:16.5%;VNQ:22.5%
|
US:56.6;EU:17.8;APAC:14.6;EM:7.8;Other:3.2
|
Value:-0.0;Growth:+0.7;Quality:+0.6;Size:0.0;Momentum:-0.5;LowVol:+0.6
|
MaxPos5%
| 8
| 30
| 5.5
|
trailing 7%
| 170
| 27.7
|
Sideways
| 17.5
| 4.12
| 2.2
| 92
| 56
| 73
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| -33
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| -52
| -19
| 17
| 5
| false
|
Tighten stops on momentum names
|
P3077
|
Cautious
|
Trust
|
USD
|
2025-11-06
| 858,125
| 72,707
| 785,418
| 1
| 43.5
| 40
| 0
| 16.5
|
XLF:18.3%;GLD:14.9%;TSLA:23.4%;BND:19.9%;VOO:23.4%
|
US:63.5;EU:18.3;APAC:6.0;EM:7.9;Other:4.3
|
Value:-0.4;Growth:+0.3;Quality:-0.6;Size:-0.9;Momentum:+0.1;LowVol:-0.5
|
ESGOnly;MaxPos5%;NoMargin
| 7
| 25
| 4.5
|
trailing 8%
| 160
| 17.4
|
Volatile
| 30.2
| 3.87
| 2.8
| 162
| 22
| 64
| 65
| false
|
Sell
|
Trim extended winner -1%
| -4
| 5
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| -48
| -58
| 10
| 5
| false
|
Tax-aware sells next window
|
P3078
|
Systematic
|
IRA
|
USD
|
2025-12-02
| 486,276
| 28,197
| 458,079
| 1
| 66.8
| 23.5
| 0
| 9.7
|
IEF:33.3%;QQQ:33.3%;BND:33.3%
|
US:64.5;EU:16.1;APAC:6.8;EM:8.4;Other:4.1
|
Value:+0.5;Growth:-0.0;Quality:-0.8;Size:-0.3;Momentum:-0.3;LowVol:-0.6
|
MaxPos8%
| 6
| 35
| 5.6
|
hard 12%
| 183
| 24.2
|
Volatile
| 23.8
| 5.06
| 2.4
| 159
| -36
| 20
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 11
| -21
|
BrokerC
|
LMT
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -12
| -53
| 59
| 3
| false
|
Within IPS guidelines
|
P3079
|
Cautious
|
IRA
|
USD
|
2025-03-06
| 652,211
| 92,161
| 560,050
| 1
| 42.4
| 41.9
| 0
| 15.7
|
TSLA:17.2%;XLF:24.1%;VNQ:10.5%;IEF:24.1%;MUB:24.1%
|
US:56.1;EU:16.4;APAC:16.0;EM:6.2;Other:5.4
|
Value:+0.9;Growth:-0.1;Quality:+0.1;Size:-0.2;Momentum:-0.1;LowVol:-0.0
|
ESGOnly;NoMargin
| 10
| 35
| 3.8
|
trailing 8%
| 170
| 15.9
|
Volatile
| 21.1
| 5.42
| 3.2
| 170
| -51
| 13
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -14
| -1
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 115
| -34
| 181
| 4
| false
|
Monitor dispersion and breadth
|
P3080
|
Cautious
|
401k
|
USD
|
2024-10-05
| 650,370
| 86,611
| 563,759
| 1
| 50.1
| 37.3
| 0
| 12.6
|
GLD:12.2%;BRK.B:12.9%;HYG:10.2%;BND:17.0%;AAPL:23.9%;MSFT:23.9%
|
US:63.1;EU:18.6;APAC:9.0;EM:5.6;Other:3.7
|
Value:-0.9;Growth:+1.0;Quality:-0.7;Size:+0.8;Momentum:-0.7;LowVol:+1.0
|
MaxPos7%;NoMargin
| 8
| 25
| 3.3
|
trailing 10%
| 116
| 19.7
|
Volatile
| 29
| 5.11
| 4.2
| 120
| 48
| 71
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 10
| -24
|
BrokerC
|
VWAP
| 88
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -34
| -54
| 100
| 2
| true
|
Tighten stops on momentum names
|
P3081
|
Cautious
|
IRA
|
USD
|
2025-06-23
| 800,596
| 101,151
| 699,445
| 1
| 43.9
| 42.2
| 3.8
| 10
|
XLF:35.8%;TLT:35.8%;AMZN:28.3%
|
US:74.9;EU:4.9;APAC:13.2;EM:6.6;Other:0.4
|
Value:-0.7;Growth:+0.9;Quality:+0.9;Size:+0.5;Momentum:-0.4;LowVol:-0.7
|
MaxPos5%;NoDerivatives;NoMargin
| 7
| 35
| 5.6
|
trailing 10%
| 126
| 13.3
|
Volatile
| 31
| 4.5
| 2.7
| 163
| -59
| 14
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 2
| 1
|
BrokerB
|
LMT
| 85
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 91
| -23
| 96
| 3
| false
|
Increase defensive factor exposure
|
P3082
|
Hands-off
|
IRA
|
USD
|
2024-10-31
| 299,903
| 18,933
| 280,970
| 1
| 60
| 22
| 11.4
| 6.6
|
VOO:29.3%;AAPL:19.2%;BND:22.2%;IEF:29.3%
|
US:77.8;EU:9.0;APAC:6.4;EM:6.2;Other:0.7
|
Value:-0.6;Growth:-0.4;Quality:-1.0;Size:+0.8;Momentum:-0.3;LowVol:-0.8
|
ESGOnly;MaxPos5%
| 10
| 35
| 5.2
|
trailing 8%
| 110
| 14
|
Volatile
| 21.8
| 4.39
| 4
| 153
| -16
| 36
| 67
| false
|
Buy
|
Add to core equity +1%
| 14
| -31
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| -9
| -56
| 125
| 4
| false
|
Tighten stops on momentum names
|
P3083
|
Cautious
|
IRA
|
USD
|
2025-07-12
| 773,621
| 110,372
| 663,249
| 1
| 53.6
| 31.4
| 3.5
| 11.4
|
TSLA:24.6%;TLT:11.6%;AAPL:24.6%;VTI:24.6%;VOO:14.7%
|
US:67.9;EU:16.0;APAC:6.8;EM:8.2;Other:1.0
|
Value:+0.3;Growth:+0.9;Quality:-0.4;Size:+0.3;Momentum:+0.7;LowVol:-0.9
|
ESGOnly;MaxPos8%;NoMargin
| 6
| 25
| 5.1
|
hard 10%
| 118
| 18.7
|
Bear
| 31.4
| 3.81
| 2.7
| 148
| 12
| 42
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| 10
|
BrokerA
|
VWAP
| 85
| null | null |
Normal monitoring
| 53
| -39
| 120
| 4
| false
|
Tax-aware sells next window
|
P3084
|
Opportunistic
|
401k
|
USD
|
2025-06-21
| 987,251
| 50,737
| 936,514
| 1
| 72.3
| 20
| 0
| 7.7
|
VTI:25.0%;AAPL:28.0%;BRK.B:28.0%;TSLA:19.1%
|
US:67.4;EU:10.5;APAC:12.6;EM:8.3;Other:1.3
|
Value:-0.1;Growth:-0.3;Quality:-0.1;Size:-0.3;Momentum:+0.6;LowVol:-0.5
|
MaxPos6%
| 8
| 30
| 6.7
|
hard 12%
| 261
| 29.7
|
Bull
| 11.3
| 4.01
| 2.5
| 101
| 13
| 41
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| 6
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 53
| -17
| 52
| 3
| false
|
Increase defensive factor exposure
|
P3085
|
Hands-off
|
Trust
|
USD
|
2025-10-04
| 232,408
| 19,409
| 212,999
| 1
| 56.7
| 26.7
| 9.7
| 6.9
|
QQQ:29.4%;BRK.B:23.8%;MUB:29.4%;GLD:17.4%
|
US:62.9;EU:19.1;APAC:9.1;EM:6.4;Other:2.5
|
Value:-0.4;Growth:-0.1;Quality:-0.1;Size:+0.4;Momentum:+0.3;LowVol:-0.9
|
MaxPos6%
| 8
| 30
| 5.9
|
hard 10%
| 92
| 16.7
|
Bull
| 15.5
| 3.79
| 2.1
| 77
| 3
| 39
| 52
| false
|
Sell
|
Trim extended winner -1%
| 34
| -15
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 85
| -41
| 189
| 4
| false
|
Monitor dispersion and breadth
|
P3086
|
Active
|
Roth
|
USD
|
2024-08-30
| 1,841,885
| 130,634
| 1,711,251
| 1
| 50
| 23.5
| 21
| 5.5
|
VTI:28.3%;BND:28.3%;HYG:28.3%;QQQ:15.1%
|
US:66.7;EU:11.5;APAC:14.2;EM:4.5;Other:3.2
|
Value:+0.7;Growth:-0.2;Quality:+0.3;Size:-0.4;Momentum:-0.8;LowVol:-0.4
|
NoDerivatives
| 10
| 35
| 5.2
|
trailing 9%
| 226
| 16.4
|
Bull
| 12.7
| 4.29
| 3.3
| 104
| 116
| 98
| 25
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -28
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 3
| -6
| 97
| 3
| false
|
Within IPS guidelines
|
P3087
|
Hands-off
|
Trust
|
USD
|
2025-06-04
| 831,821
| 83,178
| 748,643
| 1
| 67.3
| 27.4
| 0
| 5.3
|
MSFT:22.6%;QQQ:22.6%;HYG:22.6%;GLD:17.1%;TSLA:15.0%
|
US:68.1;EU:12.5;APAC:5.1;EM:9.5;Other:4.8
|
Value:-0.1;Growth:-0.8;Quality:+0.6;Size:-0.4;Momentum:-0.2;LowVol:-0.8
|
ESGOnly
| 8
| 30
| 4.3
|
trailing 10%
| 152
| 12.6
|
Bull
| 16.5
| 4.18
| 2.6
| 99
| 66
| 84
| 63
| false
|
Sell
|
Trim extended winner -1%
| 3
| -40
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 28
| 3
| 9
| 4
| false
|
Monitor dispersion and breadth
|
P3088
|
Cautious
|
Trust
|
USD
|
2024-12-16
| 867,024
| 99,163
| 767,861
| 1
| 38.2
| 42.4
| 2.8
| 16.6
|
BRK.B:11.1%;VTI:23.4%;VOO:18.8%;VNQ:23.4%;GLD:23.4%
|
US:57.0;EU:19.7;APAC:12.5;EM:6.2;Other:4.6
|
Value:-0.9;Growth:-0.9;Quality:+0.8;Size:-0.8;Momentum:+0.8;LowVol:+0.9
|
NoMargin
| 5
| 35
| 3.3
|
trailing 10%
| 98
| 12.7
|
Bear
| 22.2
| 4.46
| 2.5
| 147
| -112
| 5
| 47
| false
|
Sell
|
Trim extended winner -1%
| 4
| -13
|
BrokerC
|
VWAP
| 95
| null | null |
Normal monitoring
| 11
| -59
| 120
| 5
| false
|
Within IPS guidelines
|
P3089
|
Hands-off
|
Taxable
|
USD
|
2025-06-08
| 480,560
| 29,420
| 451,140
| 1
| 68.7
| 24.7
| 0
| 6.6
|
AAPL:18.9%;TLT:9.5%;TSLA:18.6%;HYG:20.8%;VOO:21.4%;VNQ:10.7%
|
US:71.0;EU:11.1;APAC:8.4;EM:8.4;Other:1.2
|
Value:-0.4;Growth:+0.1;Quality:-0.2;Size:-1.0;Momentum:-0.0;LowVol:0.0
|
MaxPos7%
| 8
| 30
| 5.1
|
trailing 8%
| 94
| 16.5
|
Bull
| 13.5
| 3.94
| 3.1
| 103
| 41
| 58
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| -19
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| 64
| -6
| 90
| 3
| false
|
Monitor dispersion and breadth
|
P3090
|
Cautious
|
Roth
|
USD
|
2024-08-29
| 672,978
| 95,995
| 576,983
| 1
| 41
| 30.3
| 12.1
| 16.7
|
QQQ:21.7%;GLD:20.7%;TSLA:11.7%;AAPL:12.4%;IEF:21.7%;XLF:11.7%
|
US:75.5;EU:6.4;APAC:14.1;EM:3.9;Other:0.2
|
Value:+0.8;Growth:-0.8;Quality:-0.1;Size:+0.4;Momentum:+0.8;LowVol:+0.9
|
NoMargin
| 5
| 35
| 3.7
|
hard 10%
| 96
| 14.6
|
Bull
| 14.6
| 3.94
| 2.8
| 98
| 25
| 60
| 34
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -30
|
BrokerC
|
VWAP
| 86
| null | null |
Normal monitoring
| 37
| -28
| 166
| 4
| false
|
Tighten stops on momentum names
|
P3091
|
Opportunistic
|
Trust
|
USD
|
2024-08-18
| 659,287
| 58,947
| 600,340
| 1
| 60.3
| 15
| 16.8
| 7.9
|
MSFT:23.2%;BND:13.5%;VOO:23.2%;GLD:19.7%;BRK.B:20.4%
|
US:61.1;EU:17.8;APAC:9.4;EM:8.4;Other:3.2
|
Value:-0.4;Growth:+0.6;Quality:-0.1;Size:+0.7;Momentum:-0.5;LowVol:-0.8
| null | 10
| 30
| 6.3
|
hard 12%
| 180
| 28.4
|
Volatile
| 25.6
| 4.4
| 2.7
| 176
| 43
| 76
| 70
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 1
| -7
|
BrokerD
|
MKT
| 98
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -51
| -11
| 44
| 3
| false
|
Monitor dispersion and breadth
|
P3092
|
Systematic
|
Taxable
|
USD
|
2024-10-30
| 860,388
| 82,383
| 778,005
| 1
| 64.9
| 28.6
| 0
| 6.5
|
HYG:9.5%;VTI:24.4%;GLD:23.3%;AAPL:18.4%;TLT:24.4%
|
US:70.5;EU:7.4;APAC:14.9;EM:6.6;Other:0.6
|
Value:-0.5;Growth:+0.1;Quality:+0.5;Size:-0.8;Momentum:-0.4;LowVol:-0.5
|
MaxPos6%
| 6
| 30
| 5.9
|
trailing 8%
| 230
| 26.1
|
Volatile
| 24.2
| 3.7
| 2.4
| 110
| 9
| 56
| 59
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| -32
|
BrokerC
|
VWAP
| 93
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 4
| -28
| 38
| 4
| false
|
Increase defensive factor exposure
|
P3093
|
Cautious
|
IRA
|
USD
|
2025-03-21
| 834,519
| 93,886
| 740,633
| 1
| 48.5
| 38.7
| 0.2
| 12.6
|
BRK.B:33.3%;BND:33.3%;VOO:33.3%
|
US:65.0;EU:16.5;APAC:12.9;EM:4.5;Other:1.0
|
Value:+0.3;Growth:-0.5;Quality:+0.6;Size:+0.8;Momentum:-0.1;LowVol:+0.1
|
ESGOnly;NoMargin
| 10
| 30
| 3.1
|
trailing 8%
| 122
| 15.4
|
Bull
| 11.7
| 3.6
| 3.1
| 108
| 47
| 71
| 27
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| -19
|
BrokerB
|
VWAP
| 93
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 74
| -33
| 75
| 3
| false
|
Monitor dispersion and breadth
|
P3094
|
Hands-off
|
Trust
|
USD
|
2024-10-25
| 750,242
| 64,084
| 686,158
| 1
| 60.7
| 23.8
| 9
| 6.4
|
VNQ:27.4%;BND:27.4%;MSFT:20.3%;QQQ:12.6%;TSLA:12.3%
|
US:70.3;EU:14.7;APAC:7.6;EM:5.4;Other:2.0
|
Value:-0.1;Growth:-0.2;Quality:+0.1;Size:+0.9;Momentum:-0.9;LowVol:-0.4
|
ESGOnly
| 6
| 35
| 4.4
|
hard 10%
| 124
| 18.6
|
Bull
| 14.3
| 3.74
| 2.5
| 119
| 53
| 83
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| 8
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| 94
| -52
| 212
| 4
| false
|
Monitor dispersion and breadth
|
P3095
|
Systematic
|
401k
|
USD
|
2025-11-03
| 883,316
| 71,384
| 811,932
| 1
| 62.4
| 28.9
| 0
| 8.7
|
QQQ:33.8%;MSFT:33.8%;TLT:32.5%
|
US:70.2;EU:9.0;APAC:6.6;EM:13.5;Other:0.7
|
Value:+0.8;Growth:-0.1;Quality:-0.9;Size:+0.1;Momentum:+0.1;LowVol:-0.7
| null | 5
| 25
| 5.6
|
trailing 8%
| 175
| 20.5
|
Volatile
| 28.1
| 5
| 2.8
| 148
| -48
| 33
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| -11
|
BrokerB
|
LMT
| 96
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 9
| -8
| 35
| 3
| false
|
Tighten stops on momentum names
|
P3096
|
Active
|
Roth
|
USD
|
2025-08-29
| 1,281,822
| 150,882
| 1,130,940
| 1
| 62.5
| 19.2
| 8.3
| 9.9
|
BRK.B:15.3%;TLT:8.9%;GLD:10.6%;HYG:21.7%;AMZN:21.7%;VTI:21.7%
|
US:76.9;EU:5.8;APAC:6.0;EM:7.1;Other:4.2
|
Value:+0.5;Growth:-0.7;Quality:+0.5;Size:+0.6;Momentum:+1.0;LowVol:+0.4
|
NoDerivatives
| 8
| 35
| 5.5
|
trailing 8%
| 129
| 20.9
|
Volatile
| 22
| 4.56
| 3.2
| 135
| -32
| 23
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -5
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 43
| -53
| 88
| 5
| false
|
Increase defensive factor exposure
|
P3097
|
Opportunistic
|
401k
|
USD
|
2025-02-09
| 767,906
| 23,932
| 743,974
| 1
| 62.2
| 11.7
| 22.1
| 4
|
QQQ:17.4%;VOO:12.7%;IEF:23.4%;VNQ:23.1%;AMZN:23.4%
|
US:71.2;EU:8.9;APAC:7.3;EM:9.9;Other:2.8
|
Value:+0.6;Growth:-0.6;Quality:+0.3;Size:-0.2;Momentum:+0.7;LowVol:0.0
|
MaxPos5%
| 6
| 30
| 6.7
|
trailing 9%
| 165
| 25.7
|
Bull
| 17.6
| 4.52
| 2.4
| 116
| 22
| 50
| 47
| false
|
Buy
|
Add to core equity +1%
| -14
| -5
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 75
| -33
| 142
| 5
| false
|
Tax-aware sells next window
|
P3098
|
Hands-off
|
Roth
|
USD
|
2025-07-22
| 397,999
| 16,108
| 381,891
| 1
| 60.2
| 24.7
| 5.1
| 10
|
TLT:24.2%;VNQ:18.7%;BRK.B:28.5%;GLD:28.5%
|
US:72.5;EU:11.8;APAC:8.3;EM:5.1;Other:2.3
|
Value:-0.7;Growth:-0.2;Quality:+0.5;Size:+0.7;Momentum:-0.7;LowVol:-0.6
|
ESGOnly;MaxPos6%
| 10
| 25
| 3.8
|
trailing 8%
| 94
| 16.3
|
Sideways
| 17
| 4.67
| 2.2
| 101
| -1
| 37
| 43
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| -14
|
BrokerA
|
LMT
| 100
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 65
| -39
| 39
| 3
| false
|
Monitor dispersion and breadth
|
P3099
|
Active
|
Taxable
|
USD
|
2025-07-15
| 1,900,620
| 114,288
| 1,786,332
| 1
| 66.5
| 24
| 0
| 9.5
|
BND:33.1%;AAPL:33.5%;BRK.B:33.5%
|
US:59.5;EU:11.8;APAC:14.8;EM:10.9;Other:3.0
|
Value:-0.8;Growth:+0.8;Quality:-0.4;Size:-0.8;Momentum:-0.8;LowVol:-0.7
|
NoDerivatives
| 5
| 35
| 5.6
|
trailing 9%
| 183
| 18.8
|
Bull
| 15.2
| 3.69
| 3
| 80
| 43
| 81
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -39
|
BrokerB
|
MKT
| 100
| null | null |
Normal monitoring
| -37
| -44
| 93
| 3
| false
|
Within IPS guidelines
|
P3100
|
Cautious
|
Taxable
|
USD
|
2025-03-08
| 319,116
| 40,930
| 278,186
| 1
| 51
| 37.2
| 0.4
| 11.5
|
QQQ:25.0%;BRK.B:25.0%;TLT:25.0%;HYG:25.0%
|
US:63.6;EU:16.6;APAC:10.7;EM:7.3;Other:1.7
|
Value:-0.9;Growth:-0.4;Quality:+0.1;Size:+0.6;Momentum:+0.9;LowVol:+1.0
|
ESGOnly;NoMargin
| 7
| 30
| 4.3
|
trailing 8%
| 108
| 17.6
|
Sideways
| 15.3
| 4.11
| 2.2
| 102
| 35
| 76
| 33
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -39
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| 88
| -3
| 65
| 3
| false
|
Within IPS guidelines
|
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