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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P3301
|
Opportunistic
|
Trust
|
USD
|
2025-12-15
| 1,271,049
| 92,773
| 1,178,276
| 1
| 70
| 17.4
| 8.2
| 4.4
|
XLF:25.2%;BRK.B:24.5%;MSFT:25.2%;AAPL:25.2%
|
US:71.4;EU:7.2;APAC:11.3;EM:5.5;Other:4.5
|
Value:-0.5;Growth:+0.3;Quality:-0.7;Size:-0.5;Momentum:+0.9;LowVol:+0.7
|
MaxPos6%;NoDerivatives
| 10
| 30
| 5.5
|
trailing 9%
| 260
| 24.5
|
Volatile
| 24.2
| 4.09
| 3.5
| 170
| -19
| 27
| 70
| false
|
Sell
|
Trim extended winner -1%
| 28
| 12
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| -16
| -56
| -31
| 3
| false
|
Increase defensive factor exposure
|
P3302
|
Systematic
|
401k
|
USD
|
2025-06-27
| 952,033
| 66,650
| 885,383
| 1
| 63.1
| 28.1
| 0
| 8.8
|
HYG:6.3%;GLD:21.0%;QQQ:15.8%;TSLA:21.0%;XLF:16.6%;MSFT:19.4%
|
US:63.1;EU:14.5;APAC:10.0;EM:8.3;Other:4.1
|
Value:-1.0;Growth:-1.0;Quality:-0.1;Size:+0.7;Momentum:+0.9;LowVol:+0.8
| null | 10
| 25
| 5.8
|
trailing 9%
| 216
| 24
|
Bull
| 11.1
| 4.72
| 2.1
| 73
| 3
| 56
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| 1
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 49
| 11
| 117
| 4
| false
|
Within IPS guidelines
|
P3303
|
Systematic
|
Trust
|
USD
|
2024-08-04
| 764,882
| 65,156
| 699,726
| 1
| 56.6
| 24.6
| 13.4
| 5.3
|
BRK.B:16.5%;VOO:11.2%;VTI:11.2%;AAPL:20.5%;TSLA:20.5%;IEF:20.1%
|
US:71.1;EU:5.7;APAC:14.6;EM:7.8;Other:0.8
|
Value:+0.3;Growth:+1.0;Quality:-0.1;Size:+0.1;Momentum:-0.2;LowVol:-0.6
|
MaxPos8%;NoDerivatives
| 6
| 35
| 4.1
|
trailing 8%
| 200
| 25.2
|
Bear
| 26.5
| 3.67
| 2.8
| 143
| -107
| 6
| 70
| false
|
Buy
|
Add to core equity +1%
| 34
| -17
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 10
| -25
| -2
| 3
| false
|
Tax-aware sells next window
|
P3304
|
Hands-off
|
Trust
|
USD
|
2025-12-08
| 257,225
| 20,709
| 236,516
| 1
| 64.3
| 20.3
| 5.6
| 9.9
|
VTI:21.1%;MUB:21.1%;VNQ:15.1%;IEF:21.1%;MSFT:12.2%;GLD:9.3%
|
US:68.9;EU:13.8;APAC:7.4;EM:8.4;Other:1.5
|
Value:-0.4;Growth:+0.2;Quality:+0.4;Size:-1.0;Momentum:+0.3;LowVol:-0.3
|
MaxPos7%
| 5
| 35
| 5.1
|
hard 10%
| 129
| 18.3
|
Bear
| 26.4
| 3.55
| 1.4
| 183
| -31
| 43
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| 14
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 100
| 8
| 218
| 4
| false
|
Monitor dispersion and breadth
|
P3305
|
Opportunistic
|
Taxable
|
USD
|
2025-06-19
| 1,239,592
| 62,251
| 1,177,341
| 1.16
| 63.7
| 12.4
| 15.3
| 8.6
|
HYG:27.9%;BND:27.9%;AMZN:16.2%;VTI:27.9%
|
US:64.7;EU:15.9;APAC:12.8;EM:5.1;Other:1.5
|
Value:-0.6;Growth:-0.8;Quality:-0.5;Size:-0.1;Momentum:-0.1;LowVol:+0.5
|
NoDerivatives
| 5
| 30
| 6.4
|
trailing 7%
| 209
| 25.3
|
Sideways
| 17.7
| 4.31
| 3.2
| 129
| 57
| 82
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| -3
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| -35
| -12
| -37
| 3
| false
|
Increase defensive factor exposure
|
P3306
|
Hands-off
|
Trust
|
USD
|
2024-11-27
| 860,564
| 65,686
| 794,878
| 1
| 69.8
| 19.3
| 4.6
| 6.3
|
XLF:20.1%;BND:18.3%;AMZN:22.5%;IEF:22.5%;GLD:16.6%
|
US:63.5;EU:18.0;APAC:6.5;EM:7.1;Other:4.8
|
Value:+0.4;Growth:+0.1;Quality:+0.4;Size:+0.2;Momentum:-0.1;LowVol:+0.5
| null | 8
| 25
| 4.7
|
hard 10%
| 114
| 19.2
|
Bull
| 14.8
| 3.96
| 2.1
| 112
| 94
| 87
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -2
|
BrokerC
|
MKT
| 98
| null | null |
Normal monitoring
| -49
| 17
| -9
| 5
| false
|
Within IPS guidelines
|
P3307
|
Active
|
Roth
|
USD
|
2025-01-31
| 609,844
| 38,476
| 571,368
| 1
| 61.6
| 22.9
| 6.5
| 9
|
MUB:14.1%;HYG:23.4%;TLT:23.4%;BND:23.4%;BRK.B:15.7%
|
US:65.2;EU:9.9;APAC:13.4;EM:6.2;Other:5.3
|
Value:-0.6;Growth:-0.2;Quality:+1.0;Size:+0.8;Momentum:+0.8;LowVol:-1.0
|
MaxPos5%;NoDerivatives
| 10
| 25
| 5.2
|
trailing 8%
| 197
| 26.1
|
Volatile
| 20.4
| 4.59
| 3.3
| 156
| -33
| 21
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -3
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| 103
| -32
| 177
| 3
| false
|
Increase defensive factor exposure
|
P3308
|
Hands-off
|
Trust
|
USD
|
2025-08-06
| 342,411
| 19,724
| 322,687
| 1
| 63.1
| 15.1
| 12
| 9.8
|
BND:22.4%;QQQ:14.6%;IEF:23.1%;AMZN:23.1%;VTI:16.8%
|
US:68.9;EU:12.6;APAC:8.0;EM:5.8;Other:4.6
|
Value:-0.4;Growth:+0.8;Quality:+0.8;Size:+0.8;Momentum:+0.3;LowVol:+0.3
| null | 10
| 35
| 5.9
|
hard 10%
| 100
| 14.1
|
Sideways
| 17
| 4.74
| 2.1
| 105
| 60
| 73
| 46
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| -3
|
BrokerD
|
MKT
| 93
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 58
| -47
| 102
| 3
| false
|
Tax-aware sells next window
|
P3309
|
Hands-off
|
Trust
|
USD
|
2024-07-24
| 175,507
| 11,135
| 164,372
| 1
| 65.5
| 28.3
| 0
| 6.2
|
VNQ:26.6%;IEF:20.2%;BND:26.6%;GLD:26.6%
|
US:59.6;EU:9.0;APAC:16.8;EM:12.5;Other:2.0
|
Value:-0.4;Growth:-0.2;Quality:+0.6;Size:+0.7;Momentum:+0.3;LowVol:+0.8
| null | 10
| 35
| 3.1
|
trailing 8%
| 120
| 12.9
|
Sideways
| 17.7
| 3.96
| 2.8
| 130
| 43
| 72
| 45
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 35
| -21
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 39
| -13
| 20
| 4
| false
|
Tighten stops on momentum names
|
P3310
|
Systematic
|
Trust
|
USD
|
2024-11-10
| 1,661,130
| 118,565
| 1,542,565
| 1
| 67.8
| 20.2
| 2.3
| 9.7
|
BND:33.3%;AAPL:33.3%;IEF:33.3%
|
US:62.6;EU:15.4;APAC:8.3;EM:10.3;Other:3.4
|
Value:-0.0;Growth:+0.5;Quality:+0.4;Size:+0.9;Momentum:-1.0;LowVol:+0.6
|
MaxPos6%
| 7
| 25
| 5.3
|
trailing 8%
| 186
| 27.4
|
Bear
| 34.7
| 3.67
| 1.8
| 153
| 34
| 62
| 87
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 20
| 7
|
BrokerC
|
MKT
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 33
| -15
| 51
| 5
| false
|
Within IPS guidelines
|
P3311
|
Cautious
|
401k
|
USD
|
2025-06-19
| 531,252
| 53,394
| 477,858
| 1
| 41.4
| 43.4
| 3.7
| 11.5
|
VTI:16.0%;IEF:12.0%;TSLA:16.0%;MUB:15.3%;TLT:18.9%;QQQ:21.8%
|
US:72.0;EU:7.3;APAC:11.8;EM:8.1;Other:0.8
|
Value:+0.5;Growth:-0.1;Quality:+0.5;Size:+0.4;Momentum:+0.7;LowVol:-0.3
|
NoMargin
| 10
| 35
| 5
|
trailing 8%
| 128
| 19.8
|
Bull
| 12.5
| 4.6
| 2.2
| 102
| 114
| 100
| 27
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -10
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 47
| -42
| 14
| 4
| false
|
Monitor dispersion and breadth
|
P3312
|
Systematic
|
IRA
|
USD
|
2024-07-22
| 1,746,437
| 141,251
| 1,605,186
| 1
| 55.5
| 22.2
| 14.4
| 7.9
|
XLF:16.6%;BND:12.2%;AAPL:22.0%;BRK.B:18.0%;IEF:15.8%;AMZN:15.3%
|
US:64.7;EU:15.2;APAC:10.3;EM:8.7;Other:1.1
|
Value:+0.7;Growth:-0.8;Quality:-0.2;Size:+0.1;Momentum:-0.4;LowVol:+0.1
|
MaxPos5%
| 6
| 25
| 4.7
|
trailing 8%
| 128
| 22.4
|
Bull
| 11.6
| 4.22
| 3.5
| 108
| 45
| 78
| 27
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| 5
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| 103
| 7
| 83
| 5
| false
|
Tighten stops on momentum names
|
P3313
|
Active
|
401k
|
USD
|
2025-09-13
| 2,134,250
| 178,454
| 1,955,796
| 1
| 60.1
| 20
| 13.4
| 6.5
|
TLT:21.8%;VOO:15.9%;HYG:21.8%;VNQ:14.2%;IEF:18.3%;VTI:8.0%
|
US:61.2;EU:13.5;APAC:15.5;EM:6.3;Other:3.4
|
Value:+0.8;Growth:-0.2;Quality:-0.0;Size:+0.7;Momentum:+0.2;LowVol:-0.4
|
MaxPos7%;NoDerivatives
| 6
| 30
| 5.4
|
trailing 8%
| 161
| 20.2
|
Bull
| 14.8
| 3.62
| 2.2
| 76
| 46
| 66
| 38
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| -40
|
BrokerD
|
MKT
| 97
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 34
| 20
| 100
| 2
| false
|
Monitor dispersion and breadth
|
P3314
|
Hands-off
|
Trust
|
USD
|
2025-02-06
| 763,877
| 46,054
| 717,823
| 1
| 65.3
| 18.4
| 11.1
| 5.1
|
IEF:26.9%;TSLA:16.5%;MUB:28.3%;BND:28.3%
|
US:75.3;EU:5.2;APAC:10.8;EM:4.2;Other:4.5
|
Value:+0.4;Growth:+1.0;Quality:-0.3;Size:+0.7;Momentum:-0.1;LowVol:-0.7
|
MaxPos6%
| 7
| 35
| 4.3
|
hard 10%
| 99
| 18.1
|
Bull
| 15
| 3.7
| 2.2
| 74
| 105
| 92
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -37
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| 94
| -31
| 119
| 3
| false
|
Increase defensive factor exposure
|
P3315
|
Opportunistic
|
401k
|
USD
|
2024-07-16
| 1,367,447
| 113,066
| 1,254,381
| 1.14
| 61.7
| 13.4
| 18.4
| 6.5
|
AMZN:12.4%;AAPL:25.2%;HYG:13.5%;TSLA:25.2%;BRK.B:23.8%
|
US:66.5;EU:19.0;APAC:6.9;EM:5.7;Other:1.9
|
Value:+0.4;Growth:-0.1;Quality:+0.1;Size:+0.1;Momentum:+0.1;LowVol:-0.9
| null | 8
| 30
| 5.5
|
trailing 7%
| 174
| 27.2
|
Volatile
| 24.8
| 4.87
| 2.5
| 155
| 57
| 90
| 66
| false
|
NoAction
|
Within bands; monitor
| 10
| -32
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -40
| -1
| 44
| 3
| false
|
Tighten stops on momentum names
|
P3316
|
Cautious
|
IRA
|
USD
|
2024-08-18
| 471,956
| 43,769
| 428,187
| 1
| 50.3
| 33.9
| 0
| 15.8
|
AAPL:25.8%;MUB:25.8%;IEF:25.8%;QQQ:22.7%
|
US:71.4;EU:9.5;APAC:8.5;EM:6.6;Other:4.0
|
Value:+0.2;Growth:-0.6;Quality:-0.3;Size:-0.2;Momentum:+0.7;LowVol:-0.4
|
ESGOnly;MaxPos8%;NoMargin
| 10
| 25
| 4.6
|
trailing 8%
| 155
| 19.8
|
Volatile
| 27
| 4.47
| 4.2
| 155
| 19
| 70
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -28
|
BrokerA
|
VWAP
| 88
| null | null |
Normal monitoring
| -44
| -44
| -11
| 4
| false
|
Monitor dispersion and breadth
|
P3317
|
Systematic
|
Trust
|
USD
|
2024-11-14
| 704,840
| 64,151
| 640,689
| 1
| 63.2
| 27.8
| 2.8
| 6.1
|
VOO:27.2%;AAPL:21.6%;BND:24.0%;VTI:27.2%
|
US:77.0;EU:10.2;APAC:5.9;EM:6.4;Other:0.5
|
Value:-0.5;Growth:-0.8;Quality:+0.2;Size:-0.8;Momentum:-0.1;LowVol:-0.8
|
MaxPos5%
| 10
| 30
| 5
|
hard 12%
| 176
| 17.3
|
Bull
| 14.2
| 4.45
| 3.3
| 101
| 113
| 93
| 54
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -6
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| 104
| -34
| 167
| 3
| false
|
Tighten stops on momentum names
|
P3318
|
Active
|
Roth
|
USD
|
2025-08-13
| 2,290,824
| 204,312
| 2,086,512
| 1
| 61.7
| 20.4
| 9.2
| 8.6
|
VOO:33.3%;HYG:33.3%;IEF:33.3%
|
US:65.6;EU:9.6;APAC:13.0;EM:8.9;Other:2.9
|
Value:+0.7;Growth:-0.9;Quality:+0.8;Size:+1.0;Momentum:-0.3;LowVol:-0.6
|
NoDerivatives
| 7
| 25
| 5.6
|
hard 12%
| 179
| 18.5
|
Bear
| 31
| 3.32
| 2.7
| 160
| -25
| 44
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| -33
|
BrokerD
|
MKT
| 96
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 42
| -21
| 152
| 2
| false
|
Monitor dispersion and breadth
|
P3319
|
Cautious
|
Trust
|
USD
|
2025-10-12
| 541,213
| 55,703
| 485,510
| 1
| 46.6
| 39.3
| 1.2
| 13
|
AMZN:28.7%;MSFT:28.7%;VTI:28.7%;GLD:13.8%
|
US:66.7;EU:12.2;APAC:12.1;EM:6.4;Other:2.6
|
Value:-0.4;Growth:+0.8;Quality:+0.8;Size:+0.1;Momentum:+1.0;LowVol:-0.9
|
ESGOnly;NoMargin
| 6
| 35
| 4.7
|
trailing 8%
| 128
| 19.6
|
Volatile
| 28.9
| 5.3
| 2.3
| 117
| -5
| 52
| 63
| false
|
Buy
|
Add to core equity +1%
| -15
| 1
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 18
| -32
| 81
| 3
| false
|
Within IPS guidelines
|
P3320
|
Hands-off
|
Taxable
|
USD
|
2025-04-23
| 746,218
| 66,991
| 679,227
| 1
| 68.8
| 19.4
| 3
| 8.9
|
GLD:24.0%;VTI:14.4%;MUB:24.0%;MSFT:12.1%;TLT:13.2%;BND:12.2%
|
US:76.0;EU:7.3;APAC:10.9;EM:3.5;Other:2.3
|
Value:+0.4;Growth:+0.7;Quality:-0.2;Size:+0.4;Momentum:-0.2;LowVol:-0.6
| null | 10
| 25
| 5.9
|
trailing 10%
| 128
| 18.6
|
Bull
| 16.5
| 4.01
| 3
| 112
| 113
| 100
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -17
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| -28
| -54
| 112
| 5
| false
|
Within IPS guidelines
|
P3321
|
Cautious
|
Taxable
|
USD
|
2025-04-18
| 437,308
| 51,649
| 385,659
| 1
| 47.9
| 36.6
| 0
| 15.5
|
AMZN:15.3%;VOO:18.8%;HYG:17.4%;TLT:13.4%;BRK.B:14.4%;VTI:20.6%
|
US:59.2;EU:19.8;APAC:8.6;EM:8.4;Other:4.0
|
Value:+0.1;Growth:+1.0;Quality:+0.2;Size:+0.3;Momentum:+0.2;LowVol:+0.3
|
ESGOnly;NoMargin
| 7
| 30
| 4.3
|
trailing 8%
| 120
| 16.2
|
Bull
| 13.5
| 4.73
| 3.5
| 73
| 61
| 81
| 37
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| -34
|
BrokerA
|
LMT
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 110
| -34
| 139
| 4
| false
|
Tax-aware sells next window
|
P3322
|
Systematic
|
Roth
|
USD
|
2024-07-18
| 1,191,672
| 91,241
| 1,100,431
| 1
| 60.1
| 23
| 9.2
| 7.6
|
TLT:21.6%;AMZN:20.0%;MSFT:7.1%;VTI:18.0%;BND:21.6%;MUB:11.8%
|
US:61.7;EU:16.6;APAC:8.9;EM:8.4;Other:4.5
|
Value:-0.4;Growth:-1.0;Quality:+0.5;Size:-0.2;Momentum:+0.8;LowVol:-0.2
|
NoDerivatives
| 5
| 35
| 4.7
|
trailing 8%
| 150
| 28
|
Bull
| 13.9
| 4.1
| 3.3
| 108
| 30
| 63
| 45
| false
|
Buy
|
Add to core equity +1%
| 12
| 6
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -34
| 19
| 100
| 5
| false
|
Monitor dispersion and breadth
|
P3323
|
Active
|
IRA
|
USD
|
2024-09-18
| 793,898
| 57,667
| 736,231
| 1
| 57.4
| 28.1
| 7.9
| 6.6
|
IEF:26.7%;GLD:20.0%;VOO:26.7%;TLT:26.7%
|
US:63.4;EU:16.2;APAC:7.6;EM:10.9;Other:2.0
|
Value:+0.3;Growth:-0.7;Quality:+1.0;Size:-1.0;Momentum:-0.1;LowVol:-0.2
| null | 5
| 30
| 5.5
|
hard 12%
| 183
| 20.6
|
Sideways
| 14.1
| 4.74
| 2.4
| 138
| 40
| 58
| 43
| false
|
Buy
|
Add to core equity +1%
| 25
| 10
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 111
| -6
| 95
| 3
| false
|
Within IPS guidelines
|
P3324
|
Hands-off
|
IRA
|
USD
|
2024-10-08
| 457,532
| 40,866
| 416,666
| 1
| 61.4
| 16.4
| 16.9
| 5.3
|
BRK.B:21.2%;IEF:15.4%;MUB:21.2%;AMZN:20.7%;VOO:9.8%;MSFT:11.6%
|
US:57.6;EU:14.6;APAC:14.2;EM:9.3;Other:4.3
|
Value:-0.7;Growth:+0.4;Quality:-0.8;Size:+0.5;Momentum:-0.8;LowVol:+0.2
|
ESGOnly
| 5
| 25
| 5.5
|
trailing 10%
| 93
| 13.8
|
Bull
| 16.4
| 4.92
| 2.8
| 110
| 84
| 94
| 54
| false
|
Buy
|
Add to core equity +1%
| 9
| -9
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| -32
| 12
| 92
| 5
| false
|
Increase defensive factor exposure
|
P3325
|
Cautious
|
Roth
|
USD
|
2025-12-20
| 302,998
| 43,266
| 259,732
| 1
| 48
| 35.7
| 0
| 16.2
|
TSLA:33.3%;MUB:33.3%;AAPL:33.3%
|
US:57.1;EU:16.6;APAC:13.3;EM:11.4;Other:1.7
|
Value:-0.3;Growth:-0.5;Quality:-0.6;Size:-0.6;Momentum:-1.0;LowVol:+0.3
|
NoMargin
| 6
| 30
| 3.8
|
trailing 8%
| 147
| 14
|
Volatile
| 28.1
| 4.73
| 2.6
| 145
| 37
| 57
| 57
| false
|
Buy
|
Add to core equity +1%
| -8
| -14
|
BrokerA
|
VWAP
| 97
| null | null |
Normal monitoring
| 41
| -3
| 38
| 3
| false
|
Tax-aware sells next window
|
P3326
|
Hands-off
|
401k
|
USD
|
2025-01-17
| 398,810
| 29,090
| 369,720
| 1
| 64.7
| 20
| 7.3
| 8
|
AAPL:27.4%;TSLA:36.3%;TLT:36.3%
|
US:68.6;EU:17.2;APAC:5.4;EM:7.4;Other:1.3
|
Value:-0.2;Growth:+0.6;Quality:+0.8;Size:0.0;Momentum:+0.3;LowVol:-0.9
|
ESGOnly
| 7
| 35
| 4.6
|
trailing 8%
| 112
| 16.5
|
Bear
| 26.5
| 4.15
| 1.7
| 144
| 39
| 71
| 77
| true
|
Rebalance
|
Rebalance back to target bands
| -11
| -16
|
BrokerC
|
MKT
| 100
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 45
| -30
| 139
| 3
| false
|
Tighten stops on momentum names
|
P3327
|
Opportunistic
|
401k
|
USD
|
2025-01-21
| 1,069,093
| 89,059
| 980,034
| 1.21
| 61.3
| 13
| 17.9
| 7.8
|
TLT:23.6%;MSFT:18.5%;VOO:29.0%;MUB:29.0%
|
US:68.3;EU:12.8;APAC:12.0;EM:3.6;Other:3.3
|
Value:-1.0;Growth:-1.0;Quality:+0.2;Size:-0.1;Momentum:+0.6;LowVol:+0.1
|
MaxPos6%;NoDerivatives
| 7
| 35
| 7
|
trailing 9%
| 221
| 26.5
|
Bull
| 12.7
| 3.81
| 3
| 102
| 90
| 100
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -38
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 39
| -52
| 135
| 4
| false
|
Monitor dispersion and breadth
|
P3328
|
Systematic
|
IRA
|
USD
|
2025-12-13
| 1,156,729
| 109,124
| 1,047,605
| 1
| 59.9
| 26.5
| 6
| 7.6
|
VNQ:18.1%;AAPL:27.3%;TSLA:27.3%;BND:27.3%
|
US:75.6;EU:9.8;APAC:10.4;EM:4.0;Other:0.2
|
Value:+0.6;Growth:-0.5;Quality:-0.7;Size:-0.9;Momentum:-0.3;LowVol:+0.6
|
MaxPos8%
| 5
| 30
| 4.4
|
trailing 9%
| 179
| 23.3
|
Bull
| 16.4
| 4.41
| 3.3
| 95
| 27
| 52
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| 5
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| 94
| -36
| 130
| 3
| false
|
Tax-aware sells next window
|
P3329
|
Systematic
|
Trust
|
USD
|
2024-08-12
| 1,018,886
| 70,712
| 948,174
| 1
| 57.2
| 33
| 0
| 9.8
|
TSLA:15.2%;AAPL:28.3%;AMZN:28.3%;VOO:28.3%
|
US:63.9;EU:14.7;APAC:16.1;EM:3.9;Other:1.3
|
Value:0.0;Growth:-0.3;Quality:+0.2;Size:+0.2;Momentum:+0.3;LowVol:+0.5
| null | 6
| 30
| 6
|
trailing 8%
| 153
| 22.3
|
Bear
| 32.7
| 3.65
| 3
| 183
| -41
| 14
| 87
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| 12
|
BrokerC
|
VWAP
| 90
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -47
| -54
| 44
| 2
| false
|
Tax-aware sells next window
|
P3330
|
Active
|
Taxable
|
USD
|
2025-04-10
| 556,445
| 47,900
| 508,545
| 1
| 52
| 27.3
| 11.6
| 9.2
|
AAPL:28.9%;IEF:35.5%;BRK.B:35.5%
|
US:69.5;EU:14.4;APAC:10.2;EM:4.1;Other:1.9
|
Value:+0.4;Growth:+0.8;Quality:+0.8;Size:+0.6;Momentum:-0.2;LowVol:0.0
|
MaxPos8%
| 10
| 35
| 5.7
|
hard 12%
| 132
| 25.7
|
Volatile
| 28.6
| 4.98
| 2.9
| 146
| -41
| 38
| 64
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -3
| -35
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| -24
| -34
| 6
| 3
| false
|
Tighten stops on momentum names
|
P3331
|
Opportunistic
|
Trust
|
USD
|
2025-09-24
| 1,667,558
| 145,337
| 1,522,221
| 1
| 74.1
| 10.6
| 11.3
| 4
|
TSLA:33.3%;TLT:33.3%;AAPL:33.3%
|
US:65.5;EU:13.6;APAC:11.3;EM:9.4;Other:0.2
|
Value:+0.3;Growth:+0.8;Quality:+0.9;Size:-0.7;Momentum:-0.7;LowVol:-0.5
| null | 8
| 30
| 4.8
|
trailing 9%
| 263
| 29.2
|
Volatile
| 31.5
| 3.65
| 2.7
| 153
| 55
| 77
| 81
| true
|
Rebalance
|
Rebalance back to target bands
| 15
| 12
|
BrokerB
|
MKT
| 90
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 119
| -24
| 233
| 5
| false
|
Monitor dispersion and breadth
|
P3332
|
Opportunistic
|
401k
|
USD
|
2024-08-21
| 599,152
| 53,856
| 545,296
| 1
| 63.9
| 21.9
| 5.8
| 8.5
|
MSFT:18.4%;TSLA:15.1%;MUB:12.4%;IEF:18.7%;VOO:14.1%;TLT:21.3%
|
US:71.7;EU:17.2;APAC:6.0;EM:4.0;Other:1.1
|
Value:+0.5;Growth:-0.5;Quality:-0.6;Size:-0.7;Momentum:+0.3;LowVol:-0.7
|
MaxPos6%;NoDerivatives
| 6
| 30
| 5.4
|
hard 12%
| 273
| 27.3
|
Volatile
| 30.7
| 5.29
| 2.6
| 128
| 60
| 84
| 76
| true
|
Rebalance
|
Rebalance back to target bands
| 16
| -1
|
BrokerA
|
LMT
| 94
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 37
| 17
| 70
| 4
| false
|
Tighten stops on momentum names
|
P3333
|
Cautious
|
IRA
|
USD
|
2024-10-17
| 585,312
| 73,784
| 511,528
| 1
| 47.2
| 39.6
| 0
| 13.2
|
QQQ:26.3%;BND:26.3%;MSFT:21.1%;IEF:26.3%
|
US:72.4;EU:6.1;APAC:10.7;EM:10.1;Other:0.8
|
Value:-0.6;Growth:-0.4;Quality:-0.6;Size:-0.7;Momentum:-0.9;LowVol:-0.6
|
ESGOnly;NoMargin
| 8
| 25
| 5.9
|
trailing 10%
| 98
| 19.1
|
Bear
| 32.3
| 4.49
| 2.6
| 214
| -88
| 5
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| 3
|
BrokerA
|
MKT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 105
| -56
| 89
| 5
| false
|
Tighten stops on momentum names
|
P3334
|
Hands-off
|
IRA
|
USD
|
2024-09-11
| 566,313
| 36,953
| 529,360
| 1
| 65.9
| 25
| 0
| 9
|
BND:23.0%;AMZN:15.1%;IEF:23.0%;MUB:20.1%;QQQ:18.8%
|
US:75.9;EU:12.7;APAC:5.2;EM:2.9;Other:3.3
|
Value:+0.1;Growth:-0.4;Quality:+0.9;Size:+0.2;Momentum:+0.9;LowVol:+0.9
|
MaxPos5%
| 7
| 35
| 5.7
|
trailing 8%
| 140
| 16.9
|
Sideways
| 16.7
| 3.95
| 2.2
| 108
| -9
| 57
| 47
| false
|
Sell
|
Trim extended winner -1%
| -2
| 12
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 103
| -46
| 132
| 5
| false
|
Increase defensive factor exposure
|
P3335
|
Cautious
|
401k
|
USD
|
2024-07-24
| 190,853
| 26,643
| 164,210
| 1
| 45.1
| 42.1
| 0.1
| 12.7
|
XLF:33.3%;VOO:33.3%;BRK.B:33.3%
|
US:60.6;EU:13.6;APAC:11.0;EM:10.4;Other:4.3
|
Value:-0.3;Growth:+0.6;Quality:+0.8;Size:+0.3;Momentum:+0.7;LowVol:0.0
|
NoDerivatives;NoMargin
| 8
| 25
| 5
|
trailing 8%
| 138
| 13.1
|
Bull
| 12.2
| 4.46
| 2.6
| 105
| 66
| 92
| 22
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| 10
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 9
| 9
| 111
| 4
| false
|
Increase defensive factor exposure
|
P3336
|
Active
|
Taxable
|
USD
|
2025-10-10
| 683,181
| 54,959
| 628,222
| 1
| 52
| 28.1
| 12.6
| 7.3
|
MSFT:13.4%;XLF:22.6%;MUB:22.6%;BRK.B:19.7%;VNQ:21.6%
|
US:66.8;EU:13.0;APAC:9.8;EM:9.6;Other:0.8
|
Value:+0.1;Growth:-0.6;Quality:-0.3;Size:+0.6;Momentum:+0.1;LowVol:-0.4
|
NoDerivatives
| 8
| 35
| 5.1
|
trailing 8%
| 127
| 16.3
|
Bull
| 12.9
| 4.66
| 2.3
| 76
| 75
| 85
| 34
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| 8
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| -39
| 8
| -14
| 5
| false
|
Monitor dispersion and breadth
|
P3337
|
Hands-off
|
Trust
|
USD
|
2025-07-16
| 739,975
| 31,268
| 708,707
| 1
| 58
| 15.4
| 17.9
| 8.7
|
AAPL:33.3%;IEF:33.3%;VTI:33.3%
|
US:62.8;EU:13.5;APAC:14.3;EM:4.3;Other:5.2
|
Value:-0.1;Growth:-0.7;Quality:-0.3;Size:-0.9;Momentum:-0.7;LowVol:-0.3
|
ESGOnly
| 8
| 35
| 4
|
trailing 8%
| 101
| 14.6
|
Bull
| 14.8
| 3.73
| 2.7
| 77
| 29
| 55
| 46
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| -13
|
BrokerA
|
MKT
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 66
| -14
| 150
| 4
| false
|
Tax-aware sells next window
|
P3338
|
Cautious
|
Trust
|
USD
|
2024-10-03
| 354,188
| 46,614
| 307,574
| 1
| 50.4
| 34.1
| 0
| 15.5
|
GLD:29.0%;IEF:35.5%;VTI:35.5%
|
US:60.4;EU:17.9;APAC:12.5;EM:6.5;Other:2.7
|
Value:+0.3;Growth:-0.6;Quality:+0.1;Size:+0.1;Momentum:-1.0;LowVol:+0.3
|
ESGOnly;MaxPos5%;NoDerivatives;NoMargin
| 6
| 25
| 5.1
|
trailing 10%
| 128
| 12.9
|
Sideways
| 19.8
| 4.42
| 3
| 117
| -11
| 29
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -34
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 102
| -39
| 191
| 3
| false
|
Within IPS guidelines
|
P3339
|
Cautious
|
IRA
|
USD
|
2025-11-27
| 574,874
| 77,993
| 496,881
| 1
| 37
| 42.1
| 5.9
| 14.9
|
AAPL:33.3%;TSLA:33.3%;VTI:33.3%
|
US:68.3;EU:15.0;APAC:9.4;EM:7.1;Other:0.3
|
Value:0.0;Growth:-0.1;Quality:-0.9;Size:+0.3;Momentum:+0.6;LowVol:-0.3
|
MaxPos8%;NoMargin
| 6
| 35
| 3.1
|
trailing 10%
| 125
| 13.6
|
Bear
| 33.7
| 4.08
| 2.4
| 188
| 24
| 65
| 62
| false
|
NoAction
|
Within bands; monitor
| 29
| -33
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| 56
| 0
| 54
| 4
| false
|
Tax-aware sells next window
|
P3340
|
Active
|
Trust
|
USD
|
2025-09-05
| 1,020,451
| 112,769
| 907,682
| 1
| 54.7
| 23.8
| 16.1
| 5.5
|
VNQ:27.7%;VOO:27.7%;BND:27.7%;TSLA:17.0%
|
US:63.6;EU:11.0;APAC:15.5;EM:8.3;Other:1.6
|
Value:-0.6;Growth:+0.1;Quality:-0.3;Size:-0.7;Momentum:+0.5;LowVol:-0.8
| null | 7
| 30
| 4.9
|
trailing 8%
| 163
| 27.6
|
Bear
| 32.3
| 3.79
| 1.8
| 214
| -72
| 21
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| -17
|
BrokerB
|
MKT
| 96
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 25
| -21
| 15
| 2
| false
|
Tax-aware sells next window
|
P3341
|
Opportunistic
|
Trust
|
USD
|
2025-05-03
| 748,358
| 52,567
| 695,791
| 1.06
| 71.5
| 21.1
| 1.9
| 5.5
|
TLT:20.6%;GLD:16.6%;VNQ:17.9%;MUB:15.6%;MSFT:16.2%;BND:13.1%
|
US:60.1;EU:13.2;APAC:14.1;EM:6.8;Other:5.7
|
Value:+0.3;Growth:-0.1;Quality:-0.7;Size:+0.6;Momentum:-0.7;LowVol:+0.1
| null | 10
| 35
| 6.9
|
trailing 9%
| 234
| 32.1
|
Bull
| 12
| 4.91
| 2.5
| 70
| 48
| 81
| 39
| false
|
Buy
|
Add to core equity +1%
| 18
| -5
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 88
| 2
| 165
| 5
| false
|
Increase defensive factor exposure
|
P3342
|
Cautious
|
Taxable
|
USD
|
2025-01-02
| 839,440
| 134,295
| 705,145
| 1
| 45.3
| 35.9
| 7.8
| 10.9
|
BRK.B:33.3%;TSLA:33.3%;MUB:33.3%
|
US:74.9;EU:8.1;APAC:9.9;EM:6.0;Other:1.0
|
Value:+0.6;Growth:-0.5;Quality:+0.2;Size:+0.7;Momentum:-0.7;LowVol:-0.6
|
NoDerivatives;NoMargin
| 6
| 25
| 3.7
|
hard 10%
| 168
| 16.5
|
Volatile
| 30.7
| 5.08
| 2.6
| 172
| -16
| 40
| 64
| false
|
Sell
|
Trim extended winner -1%
| 16
| -37
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| -41
| -17
| -75
| 3
| false
|
Increase defensive factor exposure
|
P3343
|
Cautious
|
Roth
|
USD
|
2024-12-11
| 186,097
| 16,161
| 169,936
| 1
| 49
| 39.7
| 0
| 11.3
|
TLT:33.3%;QQQ:33.3%;TSLA:33.3%
|
US:69.4;EU:16.6;APAC:7.8;EM:5.6;Other:0.7
|
Value:-0.3;Growth:-0.8;Quality:+0.6;Size:+0.3;Momentum:+0.4;LowVol:-0.1
|
ESGOnly;NoMargin
| 5
| 35
| 4.2
|
trailing 10%
| 123
| 17.1
|
Bull
| 13.2
| 3.62
| 3.1
| 110
| 98
| 100
| 39
| false
|
Sell
|
Trim extended winner -1%
| 33
| -34
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 115
| 0
| 168
| 5
| false
|
Within IPS guidelines
|
P3344
|
Opportunistic
|
Trust
|
USD
|
2025-06-16
| 897,386
| 49,290
| 848,096
| 1.18
| 68.2
| 11
| 13.6
| 7.2
|
XLF:24.0%;AAPL:13.4%;GLD:24.0%;MUB:18.2%;QQQ:20.4%
|
US:67.7;EU:16.1;APAC:6.7;EM:6.3;Other:3.2
|
Value:-0.5;Growth:+0.3;Quality:-1.0;Size:+0.4;Momentum:+0.2;LowVol:-1.0
|
NoDerivatives
| 7
| 25
| 6.3
|
trailing 7%
| 184
| 33.2
|
Sideways
| 19.1
| 4.16
| 2.3
| 122
| -9
| 41
| 68
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| -1
|
BrokerC
|
MKT
| 88
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -43
| -13
| 96
| 5
| false
|
Within IPS guidelines
|
P3345
|
Systematic
|
Trust
|
USD
|
2025-11-08
| 477,029
| 40,330
| 436,699
| 1
| 55.5
| 25.1
| 12.5
| 7
|
TSLA:19.3%;AMZN:14.5%;IEF:16.1%;QQQ:15.9%;BND:16.8%;MUB:17.4%
|
US:66.7;EU:11.1;APAC:9.5;EM:12.4;Other:0.4
|
Value:-0.5;Growth:-0.4;Quality:+0.2;Size:-0.9;Momentum:-0.3;LowVol:-0.3
| null | 6
| 30
| 4.5
|
hard 12%
| 205
| 20.6
|
Volatile
| 30.7
| 5.09
| 2.1
| 145
| 58
| 93
| 72
| true
|
Rebalance
|
Rebalance back to target bands
| 10
| -28
|
BrokerA
|
VWAP
| 86
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 89
| -27
| 176
| 4
| true
|
Within IPS guidelines
|
P3346
|
Opportunistic
|
Trust
|
USD
|
2024-12-22
| 1,613,180
| 135,931
| 1,477,249
| 1
| 70.4
| 21.2
| 0
| 8.4
|
AAPL:22.9%;TSLA:18.3%;VTI:21.8%;TLT:14.2%;HYG:22.9%
|
US:62.1;EU:14.5;APAC:12.6;EM:9.0;Other:1.8
|
Value:-0.3;Growth:+0.5;Quality:+0.8;Size:-0.4;Momentum:-0.2;LowVol:-0.2
| null | 6
| 35
| 4.6
|
trailing 7%
| 263
| 20.2
|
Volatile
| 25.7
| 4.19
| 3.1
| 143
| 69
| 80
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -4
| -14
|
BrokerC
|
MKT
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 8
| 20
| 26
| 3
| false
|
Tax-aware sells next window
|
P3347
|
Active
|
Roth
|
USD
|
2024-07-11
| 2,102,633
| 139,233
| 1,963,400
| 1
| 57.4
| 18.6
| 16.1
| 8
|
VNQ:33.3%;MUB:33.3%;VOO:33.3%
|
US:66.6;EU:13.0;APAC:9.7;EM:10.3;Other:0.4
|
Value:-0.5;Growth:+0.8;Quality:-0.7;Size:-0.6;Momentum:-0.6;LowVol:-0.9
| null | 10
| 25
| 4.1
|
trailing 8%
| 125
| 22.5
|
Volatile
| 29.4
| 5.44
| 4.3
| 137
| 60
| 68
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 11
| -38
|
BrokerD
|
MKT
| 94
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 119
| -38
| 185
| 2
| false
|
Tighten stops on momentum names
|
P3348
|
Opportunistic
|
IRA
|
USD
|
2025-09-19
| 1,115,281
| 78,571
| 1,036,710
| 1.05
| 70
| 21.4
| 0
| 8.5
|
IEF:21.8%;QQQ:21.8%;BRK.B:14.3%;BND:20.2%;HYG:21.8%
|
US:67.3;EU:6.2;APAC:12.2;EM:10.8;Other:3.5
|
Value:-0.7;Growth:-0.6;Quality:-0.9;Size:-0.7;Momentum:+0.7;LowVol:-0.5
| null | 10
| 25
| 5
|
hard 12%
| 220
| 24.3
|
Sideways
| 21.6
| 3.62
| 2.6
| 112
| 39
| 82
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| -3
| -20
|
BrokerB
|
LMT
| 97
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 48
| -19
| 12
| 3
| false
|
Tighten stops on momentum names
|
P3349
|
Systematic
|
IRA
|
USD
|
2025-07-07
| 1,257,809
| 105,415
| 1,152,394
| 1
| 59.7
| 33
| 0
| 7.4
|
GLD:8.4%;HYG:10.8%;AMZN:21.3%;MUB:21.3%;VTI:17.0%;TLT:21.2%
|
US:62.7;EU:11.0;APAC:13.1;EM:10.0;Other:3.1
|
Value:-0.4;Growth:+0.7;Quality:+0.1;Size:-0.6;Momentum:+1.0;LowVol:+0.5
|
NoDerivatives
| 5
| 30
| 4.4
|
trailing 8%
| 134
| 19.2
|
Sideways
| 14.1
| 4.05
| 2.8
| 133
| 53
| 70
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -21
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| -55
| -49
| -82
| 3
| false
|
Within IPS guidelines
|
P3350
|
Systematic
|
401k
|
USD
|
2025-09-06
| 1,592,233
| 149,960
| 1,442,273
| 1
| 67.3
| 25.6
| 0
| 7.1
|
XLF:24.6%;AMZN:18.6%;IEF:12.2%;GLD:24.6%;VTI:19.9%
|
US:63.2;EU:7.5;APAC:14.5;EM:10.4;Other:4.3
|
Value:-0.4;Growth:0.0;Quality:+0.6;Size:+0.2;Momentum:+0.8;LowVol:-0.7
|
NoDerivatives
| 10
| 30
| 4.7
|
hard 12%
| 207
| 17.1
|
Volatile
| 21.3
| 3.62
| 4.1
| 180
| 2
| 46
| 52
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 28
| 12
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| -12
| 4
| 28
| 4
| false
|
Within IPS guidelines
|
P3351
|
Cautious
|
IRA
|
USD
|
2025-05-19
| 477,343
| 69,668
| 407,675
| 1
| 42.7
| 35.2
| 8.9
| 13.2
|
HYG:26.3%;VTI:25.0%;BRK.B:22.0%;AAPL:26.6%
|
US:68.8;EU:9.9;APAC:8.7;EM:10.4;Other:2.2
|
Value:-0.2;Growth:-0.2;Quality:+0.4;Size:0.0;Momentum:+0.5;LowVol:+0.4
|
NoMargin
| 6
| 30
| 4.9
|
trailing 8%
| 160
| 17
|
Bull
| 12.2
| 4.56
| 3
| 80
| 49
| 65
| 31
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -26
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 42
| -3
| 96
| 3
| false
|
Tax-aware sells next window
|
P3352
|
Active
|
Trust
|
USD
|
2025-11-14
| 2,407,740
| 174,299
| 2,233,441
| 1
| 56.8
| 31.8
| 3.1
| 8.3
|
TSLA:33.3%;HYG:33.3%;MSFT:33.3%
|
US:70.7;EU:9.0;APAC:9.6;EM:5.0;Other:5.7
|
Value:-0.2;Growth:-0.3;Quality:+1.0;Size:-0.0;Momentum:+0.8;LowVol:-0.2
|
MaxPos6%;NoDerivatives
| 7
| 25
| 5.8
|
trailing 8%
| 123
| 16.9
|
Sideways
| 16.9
| 4.24
| 3.3
| 126
| 45
| 67
| 57
| false
|
NoAction
|
Within bands; monitor
| -15
| -12
|
BrokerB
|
VWAP
| 98
| null | null |
Normal monitoring
| 118
| -20
| 237
| 4
| false
|
Monitor dispersion and breadth
|
P3353
|
Hands-off
|
Roth
|
USD
|
2025-06-28
| 576,662
| 39,814
| 536,848
| 1
| 61.1
| 28.6
| 2.7
| 7.6
|
IEF:20.3%;HYG:17.1%;BRK.B:11.0%;TLT:20.3%;QQQ:20.3%;AMZN:10.9%
|
US:67.3;EU:10.4;APAC:13.8;EM:6.4;Other:2.1
|
Value:0.0;Growth:+0.9;Quality:+0.3;Size:+0.4;Momentum:+0.2;LowVol:-0.8
| null | 5
| 25
| 5.3
|
hard 10%
| 94
| 18.8
|
Bear
| 29.5
| 3.66
| 3
| 174
| -7
| 37
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 6
| -12
|
BrokerB
|
MKT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 13
| -27
| 42
| 2
| false
|
Monitor dispersion and breadth
|
P3354
|
Active
|
401k
|
USD
|
2025-10-28
| 2,417,300
| 171,376
| 2,245,924
| 1
| 68.5
| 22.2
| 1.1
| 8.2
|
VOO:22.1%;BRK.B:14.1%;BND:22.1%;IEF:8.3%;GLD:22.1%;TSLA:11.2%
|
US:68.0;EU:11.8;APAC:14.0;EM:5.8;Other:0.4
|
Value:+0.6;Growth:+0.8;Quality:-0.7;Size:+0.9;Momentum:+0.3;LowVol:-0.2
|
NoDerivatives
| 6
| 35
| 5
|
trailing 9%
| 196
| 21
|
Bull
| 13
| 4.65
| 2.9
| 105
| 59
| 82
| 44
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| 11
|
BrokerA
|
MKT
| 96
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 60
| 11
| 196
| 3
| false
|
Tighten stops on momentum names
|
P3355
|
Hands-off
|
Taxable
|
USD
|
2025-02-01
| 749,709
| 30,876
| 718,833
| 1
| 56.7
| 26.6
| 8
| 8.8
|
AMZN:23.6%;AAPL:17.8%;VTI:22.2%;TLT:20.6%;TSLA:15.7%
|
US:55.3;EU:18.8;APAC:13.6;EM:11.4;Other:0.9
|
Value:+0.8;Growth:-0.4;Quality:-0.2;Size:-0.8;Momentum:+0.5;LowVol:-0.1
| null | 5
| 30
| 3.2
|
trailing 8%
| 109
| 13.9
|
Sideways
| 15.4
| 4.83
| 2.7
| 92
| 28
| 71
| 50
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -8
| 14
|
BrokerA
|
LMT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 54
| -21
| 163
| 3
| false
|
Tax-aware sells next window
|
P3356
|
Cautious
|
Roth
|
USD
|
2024-07-13
| 800,289
| 69,600
| 730,689
| 1
| 48.6
| 37.7
| 0.6
| 13.1
|
TLT:16.0%;AMZN:20.1%;BRK.B:20.7%;VNQ:9.6%;VTI:20.7%;VOO:13.0%
|
US:65.1;EU:17.1;APAC:12.1;EM:5.1;Other:0.7
|
Value:+0.1;Growth:-0.9;Quality:+0.6;Size:-0.5;Momentum:-0.6;LowVol:-0.4
|
MaxPos5%;NoMargin
| 8
| 30
| 5.9
|
trailing 8%
| 158
| 15.1
|
Bear
| 33.5
| 4.21
| 2.5
| 173
| -117
| 5
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 24
| -6
|
BrokerB
|
LMT
| 100
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 26
| -4
| 62
| 5
| false
|
Tax-aware sells next window
|
P3357
|
Active
|
Trust
|
USD
|
2025-11-19
| 509,178
| 31,118
| 478,060
| 1.12
| 63
| 26
| 5.6
| 5.5
|
GLD:28.0%;IEF:28.0%;XLF:15.9%;BND:28.0%
|
US:69.7;EU:10.0;APAC:10.2;EM:7.6;Other:2.4
|
Value:+0.3;Growth:+0.4;Quality:-0.2;Size:-0.8;Momentum:-0.4;LowVol:-0.5
|
NoDerivatives
| 8
| 25
| 4.2
|
trailing 8%
| 135
| 19
|
Sideways
| 19.2
| 4.28
| 2.6
| 90
| 21
| 66
| 55
| false
|
Buy
|
Add to core equity +1%
| -9
| 9
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 98
| -54
| 106
| 5
| false
|
Within IPS guidelines
|
P3358
|
Active
|
IRA
|
USD
|
2024-10-24
| 650,177
| 52,602
| 597,575
| 1.1
| 58.4
| 31.2
| 4.1
| 6.3
|
GLD:35.7%;IEF:35.7%;BND:28.5%
|
US:68.5;EU:10.1;APAC:13.1;EM:5.7;Other:2.6
|
Value:+0.8;Growth:+0.7;Quality:-0.9;Size:+0.4;Momentum:-0.0;LowVol:+0.5
| null | 5
| 25
| 5.1
|
trailing 8%
| 195
| 19.7
|
Bull
| 13
| 4.53
| 2
| 78
| 61
| 91
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -30
|
BrokerB
|
VWAP
| 94
| null | null |
Normal monitoring
| -29
| -26
| -23
| 3
| false
|
Tax-aware sells next window
|
P3359
|
Systematic
|
IRA
|
USD
|
2024-12-02
| 1,223,269
| 115,871
| 1,107,398
| 1
| 60.9
| 21.9
| 9.7
| 7.4
|
VOO:35.0%;IEF:35.0%;AMZN:30.1%
|
US:62.9;EU:11.3;APAC:15.4;EM:8.9;Other:1.5
|
Value:+0.5;Growth:+0.6;Quality:+0.2;Size:-0.8;Momentum:-0.4;LowVol:+1.0
| null | 10
| 30
| 5.6
|
trailing 9%
| 161
| 27.6
|
Volatile
| 30.6
| 3.94
| 4
| 128
| -37
| 18
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 23
| -27
|
BrokerC
|
MKT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 18
| -5
| 32
| 2
| false
|
Tighten stops on momentum names
|
P3360
|
Cautious
|
Trust
|
USD
|
2025-10-01
| 565,672
| 48,586
| 517,086
| 1
| 38.3
| 42
| 1.9
| 17.8
|
TSLA:11.8%;BND:17.7%;IEF:17.6%;XLF:20.4%;BRK.B:15.5%;TLT:17.1%
|
US:77.1;EU:5.3;APAC:5.7;EM:7.8;Other:4.2
|
Value:-0.5;Growth:+0.2;Quality:-1.0;Size:+0.7;Momentum:+0.9;LowVol:+0.3
|
ESGOnly;NoMargin
| 10
| 25
| 5.7
|
hard 10%
| 147
| 13.2
|
Bear
| 22.3
| 3.73
| 1
| 160
| -103
| 5
| 42
| false
|
Sell
|
Trim extended winner -1%
| 7
| -9
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| -56
| -60
| -93
| 4
| false
|
Within IPS guidelines
|
P3361
|
Systematic
|
IRA
|
USD
|
2025-07-22
| 451,623
| 43,536
| 408,087
| 1
| 58.7
| 29.6
| 5.2
| 6.5
|
GLD:27.7%;AMZN:27.7%;TSLA:17.0%;HYG:27.7%
|
US:61.5;EU:11.8;APAC:14.3;EM:10.5;Other:2.0
|
Value:+0.1;Growth:-0.5;Quality:-0.7;Size:+0.1;Momentum:-0.9;LowVol:+0.2
|
NoDerivatives
| 6
| 30
| 4.7
|
trailing 8%
| 211
| 19.8
|
Sideways
| 14.8
| 4.32
| 2.1
| 98
| -23
| 28
| 46
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -25
|
BrokerA
|
LMT
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 76
| -27
| 170
| 2
| true
|
Within IPS guidelines
|
P3362
|
Systematic
|
401k
|
USD
|
2025-09-30
| 1,141,430
| 100,279
| 1,041,151
| 1
| 62.5
| 28.6
| 0
| 8.9
|
AMZN:12.6%;QQQ:18.0%;GLD:16.3%;MUB:15.7%;AAPL:20.3%;TSLA:17.1%
|
US:69.7;EU:13.2;APAC:10.2;EM:6.1;Other:0.8
|
Value:+0.2;Growth:+0.9;Quality:+0.7;Size:-0.5;Momentum:+0.8;LowVol:+0.6
|
MaxPos5%;NoDerivatives
| 7
| 30
| 5.6
|
trailing 8%
| 139
| 25.5
|
Volatile
| 27.3
| 3.89
| 2.8
| 162
| 68
| 91
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| -34
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| -51
| 9
| -67
| 3
| false
|
Monitor dispersion and breadth
|
P3363
|
Systematic
|
401k
|
USD
|
2024-07-28
| 1,946,384
| 97,406
| 1,848,978
| 1
| 63.7
| 31
| 0
| 5.3
|
VOO:12.0%;AMZN:14.8%;XLF:12.4%;TLT:23.2%;QQQ:14.4%;BRK.B:23.2%
|
US:76.0;EU:7.7;APAC:6.9;EM:6.2;Other:3.2
|
Value:+0.7;Growth:+0.1;Quality:+0.8;Size:-1.0;Momentum:+0.8;LowVol:-0.8
| null | 8
| 30
| 5.6
|
trailing 8%
| 133
| 18.1
|
Volatile
| 27.5
| 4.93
| 2.4
| 137
| -57
| 34
| 69
| false
|
NoAction
|
Within bands; monitor
| 0
| -35
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| 88
| -32
| 224
| 4
| false
|
Within IPS guidelines
|
P3364
|
Systematic
|
Roth
|
USD
|
2024-07-28
| 1,474,143
| 88,312
| 1,385,831
| 1
| 55.4
| 27.4
| 10.8
| 6.5
|
XLF:22.6%;QQQ:22.6%;IEF:17.5%;VNQ:14.7%;VOO:22.6%
|
US:69.0;EU:12.6;APAC:7.4;EM:8.6;Other:2.3
|
Value:-0.8;Growth:+0.5;Quality:+0.1;Size:+0.5;Momentum:-0.9;LowVol:-0.1
| null | 10
| 25
| 4.4
|
trailing 8%
| 184
| 22.4
|
Volatile
| 22.4
| 5.44
| 2.3
| 129
| 23
| 66
| 60
| false
|
Sell
|
Trim extended winner -1%
| 26
| 4
|
BrokerD
|
VWAP
| 85
| null | null |
Normal monitoring
| 69
| -18
| 195
| 5
| false
|
Tax-aware sells next window
|
P3365
|
Active
|
401k
|
USD
|
2024-09-20
| 775,730
| 86,380
| 689,350
| 1
| 50.2
| 29.7
| 14.9
| 5.2
|
VTI:26.0%;HYG:26.0%;BRK.B:22.0%;BND:26.0%
|
US:58.6;EU:17.3;APAC:11.6;EM:9.9;Other:2.7
|
Value:-0.1;Growth:-0.3;Quality:-0.7;Size:+0.4;Momentum:+0.1;LowVol:+0.9
|
MaxPos7%;NoDerivatives
| 8
| 25
| 4.8
|
trailing 8%
| 201
| 17.7
|
Volatile
| 22.3
| 5.02
| 2.4
| 146
| 77
| 98
| 55
| false
|
Sell
|
Trim extended winner -1%
| -15
| -5
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 52
| -50
| 30
| 3
| false
|
Tax-aware sells next window
|
P3366
|
Systematic
|
Roth
|
USD
|
2025-11-27
| 1,854,721
| 106,211
| 1,748,510
| 1
| 62.8
| 31.9
| 0
| 5.3
|
TSLA:23.2%;XLF:9.7%;HYG:23.2%;GLD:23.2%;MUB:20.6%
|
US:63.9;EU:18.3;APAC:12.4;EM:4.4;Other:0.9
|
Value:+0.7;Growth:-1.0;Quality:-0.2;Size:-0.4;Momentum:-0.1;LowVol:+0.2
| null | 10
| 35
| 5.9
|
hard 12%
| 149
| 18.4
|
Bear
| 23.8
| 3.88
| 2
| 188
| -86
| 7
| 72
| true
|
Rebalance
|
Rebalance back to target bands
| 24
| 9
|
BrokerD
|
LMT
| 99
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 44
| -43
| 165
| 3
| true
|
Within IPS guidelines
|
P3367
|
Active
|
IRA
|
USD
|
2025-04-07
| 833,457
| 92,384
| 741,073
| 1
| 65.2
| 21.3
| 5.8
| 7.7
|
IEF:25.6%;VTI:25.6%;MSFT:25.6%;MUB:23.3%
|
US:63.4;EU:19.8;APAC:10.6;EM:6.1;Other:0.1
|
Value:-0.9;Growth:+0.5;Quality:+0.4;Size:+0.1;Momentum:-0.3;LowVol:+0.3
|
MaxPos7%
| 8
| 35
| 5.5
|
trailing 8%
| 163
| 24
|
Volatile
| 27.2
| 5.08
| 2.1
| 158
| -10
| 34
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| 10
|
BrokerB
|
MKT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -48
| -21
| 61
| 4
| false
|
Within IPS guidelines
|
P3368
|
Systematic
|
Taxable
|
USD
|
2025-06-18
| 1,478,935
| 96,875
| 1,382,060
| 1
| 66.2
| 28.9
| 0
| 4.9
|
AAPL:10.3%;VTI:22.9%;BRK.B:23.6%;QQQ:19.6%;MSFT:23.6%
|
US:72.8;EU:12.2;APAC:7.2;EM:6.2;Other:1.6
|
Value:+0.4;Growth:-0.4;Quality:+0.8;Size:+1.0;Momentum:-1.0;LowVol:-0.0
|
MaxPos5%
| 7
| 35
| 5.3
|
hard 12%
| 154
| 25.8
|
Volatile
| 31.6
| 5.03
| 3.6
| 180
| 3
| 36
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| -1
| -25
|
BrokerB
|
VWAP
| 86
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -52
| 0
| 10
| 4
| false
|
Within IPS guidelines
|
P3369
|
Active
|
IRA
|
USD
|
2024-12-23
| 1,835,141
| 146,547
| 1,688,594
| 1
| 65.1
| 25.9
| 0
| 8.9
|
XLF:19.4%;MSFT:17.9%;QQQ:22.7%;VTI:22.7%;TLT:17.4%
|
US:63.1;EU:16.6;APAC:8.0;EM:9.0;Other:3.3
|
Value:-0.2;Growth:-0.2;Quality:+0.6;Size:+0.9;Momentum:+0.8;LowVol:-0.6
| null | 6
| 30
| 5
|
hard 12%
| 133
| 22.3
|
Bull
| 17.3
| 4.73
| 2.1
| 93
| 71
| 89
| 56
| false
|
Buy
|
Add to core equity +1%
| 7
| -37
|
BrokerA
|
VWAP
| 96
| null | null |
Normal monitoring
| 3
| -9
| 79
| 5
| false
|
Increase defensive factor exposure
|
P3370
|
Hands-off
|
401k
|
USD
|
2024-07-13
| 706,565
| 59,487
| 647,078
| 1
| 61.2
| 19.2
| 12.5
| 7
|
MSFT:25.1%;VTI:26.6%;AAPL:26.6%;BND:21.7%
|
US:59.5;EU:16.1;APAC:12.7;EM:11.6;Other:0.2
|
Value:-0.0;Growth:-0.4;Quality:+0.5;Size:+0.2;Momentum:+0.6;LowVol:+0.9
|
ESGOnly;MaxPos7%;NoDerivatives
| 6
| 25
| 4.5
|
hard 10%
| 164
| 15.1
|
Bull
| 13.6
| 3.73
| 2.9
| 84
| 34
| 61
| 34
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -11
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 112
| -57
| 178
| 4
| false
|
Increase defensive factor exposure
|
P3371
|
Cautious
|
Taxable
|
USD
|
2024-11-10
| 895,847
| 126,580
| 769,267
| 1
| 49.4
| 35.7
| 0
| 14.9
|
XLF:34.7%;TSLA:30.6%;GLD:34.7%
|
US:64.3;EU:19.5;APAC:11.3;EM:3.9;Other:1.0
|
Value:-0.5;Growth:+0.7;Quality:-0.9;Size:-0.5;Momentum:+1.0;LowVol:+0.8
|
MaxPos6%;NoDerivatives;NoMargin
| 5
| 25
| 5
|
trailing 8%
| 138
| 14.2
|
Volatile
| 29.4
| 3.55
| 3.9
| 168
| -60
| 9
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -10
| 14
|
BrokerA
|
MKT
| 92
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 97
| -39
| 177
| 4
| false
|
Increase defensive factor exposure
|
P3372
|
Active
|
Trust
|
USD
|
2025-10-18
| 2,193,417
| 189,430
| 2,003,987
| 1
| 65
| 18.6
| 10.9
| 5.5
|
HYG:19.9%;MSFT:8.9%;BND:20.1%;QQQ:21.6%;BRK.B:8.0%;TLT:21.6%
|
US:65.5;EU:14.0;APAC:9.6;EM:8.6;Other:2.3
|
Value:+0.2;Growth:-0.2;Quality:+0.9;Size:-0.6;Momentum:+0.4;LowVol:-1.0
| null | 7
| 35
| 5.4
|
trailing 8%
| 134
| 27.9
|
Bull
| 17.9
| 3.64
| 2.2
| 114
| 96
| 100
| 62
| false
|
Sell
|
Trim extended winner -1%
| 5
| -31
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| 5
| -31
| 123
| 3
| false
|
Increase defensive factor exposure
|
P3373
|
Opportunistic
|
Taxable
|
USD
|
2025-05-06
| 835,410
| 56,751
| 778,659
| 1
| 72.9
| 14.8
| 4.8
| 7.4
|
MSFT:11.4%;BND:20.2%;VOO:20.7%;QQQ:20.7%;GLD:19.5%;BRK.B:7.5%
|
US:65.1;EU:13.3;APAC:10.3;EM:7.7;Other:3.6
|
Value:-0.4;Growth:+0.5;Quality:+0.6;Size:+0.2;Momentum:0.0;LowVol:-0.9
|
MaxPos7%
| 7
| 35
| 4.2
|
trailing 9%
| 182
| 33.6
|
Bull
| 11.5
| 4.37
| 2.1
| 98
| 74
| 83
| 36
| true
|
Rebalance
|
Rebalance back to target bands
| 19
| -10
|
BrokerB
|
LMT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 71
| -39
| 199
| 3
| false
|
Monitor dispersion and breadth
|
P3374
|
Active
|
Trust
|
USD
|
2025-11-03
| 1,130,387
| 80,968
| 1,049,419
| 1
| 50.8
| 21.1
| 21.7
| 6.5
|
BRK.B:18.5%;HYG:11.5%;AAPL:12.6%;TLT:13.2%;GLD:22.1%;TSLA:22.1%
|
US:69.4;EU:12.6;APAC:9.8;EM:6.2;Other:2.0
|
Value:-0.7;Growth:+0.8;Quality:+0.9;Size:-0.4;Momentum:+0.7;LowVol:+0.9
| null | 7
| 35
| 5.1
|
trailing 9%
| 135
| 17.6
|
Bear
| 28.8
| 3.11
| 1.2
| 154
| -24
| 36
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| -19
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| 12
| -44
| -2
| 4
| false
|
Monitor dispersion and breadth
|
P3375
|
Active
|
Roth
|
USD
|
2024-10-04
| 681,520
| 50,023
| 631,497
| 1
| 56.3
| 18.3
| 18.6
| 6.8
|
XLF:19.3%;BND:19.7%;HYG:20.4%;MUB:20.4%;MSFT:13.9%;TSLA:6.2%
|
US:68.9;EU:9.3;APAC:13.9;EM:5.1;Other:2.8
|
Value:+0.4;Growth:-0.9;Quality:+0.3;Size:+0.3;Momentum:+0.7;LowVol:-1.0
|
MaxPos6%;NoDerivatives
| 5
| 35
| 5.5
|
trailing 8%
| 146
| 24.2
|
Volatile
| 25.5
| 4.67
| 2.2
| 170
| -6
| 57
| 55
| false
|
Sell
|
Trim extended winner -1%
| 9
| -25
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 70
| -28
| 72
| 3
| false
|
Within IPS guidelines
|
P3376
|
Systematic
|
IRA
|
USD
|
2025-10-08
| 769,793
| 36,751
| 733,042
| 1
| 64.2
| 28.7
| 0
| 7.1
|
TLT:16.2%;VTI:23.7%;VNQ:24.1%;AMZN:24.1%;BRK.B:11.8%
|
US:67.1;EU:11.7;APAC:7.5;EM:10.0;Other:3.8
|
Value:+0.5;Growth:-1.0;Quality:-0.9;Size:+0.3;Momentum:-0.5;LowVol:-0.8
|
NoDerivatives
| 6
| 35
| 4.6
|
trailing 9%
| 179
| 24.6
|
Bear
| 34.4
| 3.07
| 2.7
| 219
| -21
| 34
| 85
| true
|
Rebalance
|
Rebalance back to target bands
| -1
| 11
|
BrokerB
|
MKT
| 89
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 80
| -51
| 214
| 4
| false
|
Tax-aware sells next window
|
P3377
|
Opportunistic
|
401k
|
USD
|
2025-01-13
| 1,629,784
| 85,035
| 1,544,749
| 1
| 60.2
| 13.5
| 22.2
| 4.1
|
BRK.B:25.0%;QQQ:25.0%;AAPL:25.0%;MSFT:25.0%
|
US:64.2;EU:13.3;APAC:10.9;EM:9.9;Other:1.7
|
Value:+0.5;Growth:-0.0;Quality:-0.6;Size:+0.7;Momentum:+0.2;LowVol:-0.8
|
MaxPos7%;NoDerivatives
| 7
| 35
| 4.9
|
trailing 7%
| 223
| 28.1
|
Bear
| 30.4
| 4.35
| 1.2
| 200
| -102
| 5
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 1
| -1
|
BrokerC
|
VWAP
| 92
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -39
| -40
| -44
| 4
| false
|
Tax-aware sells next window
|
P3378
|
Hands-off
|
Roth
|
USD
|
2024-10-07
| 406,076
| 32,989
| 373,087
| 1
| 61.5
| 23.2
| 6.9
| 8.5
|
BND:24.4%;VOO:29.8%;AMZN:16.1%;TLT:29.8%
|
US:61.3;EU:13.4;APAC:15.1;EM:7.3;Other:2.8
|
Value:+0.7;Growth:-0.2;Quality:+0.9;Size:-0.4;Momentum:-0.5;LowVol:-0.1
| null | 8
| 35
| 5.6
|
trailing 8%
| 165
| 12.5
|
Volatile
| 26.7
| 4.55
| 4.4
| 144
| 46
| 81
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 30
| -39
|
BrokerD
|
MKT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 120
| 9
| 146
| 2
| true
|
Monitor dispersion and breadth
|
P3379
|
Active
|
Trust
|
USD
|
2025-10-09
| 2,155,145
| 221,338
| 1,933,807
| 1
| 65
| 23.8
| 5.6
| 5.6
|
VNQ:22.2%;AAPL:10.3%;VTI:22.7%;IEF:22.2%;BRK.B:22.7%
|
US:69.5;EU:6.8;APAC:11.6;EM:8.0;Other:4.1
|
Value:+0.2;Growth:-0.8;Quality:+0.2;Size:-0.7;Momentum:+0.4;LowVol:-0.3
|
MaxPos7%;NoDerivatives
| 5
| 30
| 5.6
|
trailing 9%
| 208
| 16.3
|
Sideways
| 18.9
| 4.32
| 3.4
| 112
| -14
| 56
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 10
| -15
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| -25
| -31
| -61
| 4
| false
|
Within IPS guidelines
|
P3380
|
Hands-off
|
Taxable
|
USD
|
2024-12-05
| 651,839
| 48,749
| 603,090
| 1
| 73.4
| 17.3
| 0
| 9.4
|
QQQ:33.3%;VOO:33.3%;AMZN:33.3%
|
US:55.3;EU:15.0;APAC:15.7;EM:10.9;Other:3.2
|
Value:-1.0;Growth:+0.2;Quality:+0.4;Size:-0.5;Momentum:+0.5;LowVol:+0.6
|
ESGOnly;MaxPos5%
| 10
| 25
| 3.6
|
trailing 10%
| 169
| 18.2
|
Bull
| 16.9
| 4.65
| 2.4
| 89
| 105
| 100
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| 9
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 96
| -46
| 87
| 4
| false
|
Monitor dispersion and breadth
|
P3381
|
Systematic
|
401k
|
USD
|
2025-09-22
| 562,489
| 36,442
| 526,047
| 1
| 63.3
| 30.2
| 1.1
| 5.4
|
MUB:25.1%;QQQ:25.1%;AAPL:25.1%;XLF:24.7%
|
US:72.0;EU:6.9;APAC:12.4;EM:6.5;Other:2.3
|
Value:-0.3;Growth:+0.7;Quality:-0.8;Size:-0.3;Momentum:-0.3;LowVol:-0.1
| null | 5
| 35
| 4.8
|
hard 12%
| 199
| 19.4
|
Volatile
| 27
| 5.48
| 4.5
| 175
| -11
| 29
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| -1
|
BrokerA
|
MKT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -11
| -48
| 104
| 2
| false
|
Increase defensive factor exposure
|
P3382
|
Active
|
IRA
|
USD
|
2024-10-15
| 631,285
| 48,310
| 582,975
| 1
| 53.5
| 21.1
| 15.9
| 9.5
|
MUB:11.1%;AAPL:24.4%;HYG:24.4%;VOO:15.7%;VNQ:24.4%
|
US:72.2;EU:9.5;APAC:11.5;EM:4.7;Other:2.2
|
Value:-0.5;Growth:+0.5;Quality:+0.3;Size:-0.8;Momentum:-0.1;LowVol:-0.7
|
MaxPos6%;NoDerivatives
| 6
| 30
| 4.3
|
trailing 9%
| 189
| 20.8
|
Volatile
| 24
| 4.02
| 2.4
| 155
| 54
| 85
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| 1
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| 25
| -50
| 15
| 3
| false
|
Monitor dispersion and breadth
|
P3383
|
Hands-off
|
IRA
|
USD
|
2025-08-17
| 528,289
| 47,578
| 480,711
| 1
| 56.1
| 16.8
| 22
| 5.2
|
TSLA:21.8%;TLT:11.3%;VTI:19.8%;VNQ:21.8%;AMZN:14.4%;QQQ:10.9%
|
US:61.8;EU:11.9;APAC:10.3;EM:11.8;Other:4.2
|
Value:-0.6;Growth:+0.3;Quality:-0.7;Size:-0.2;Momentum:+0.1;LowVol:-0.8
|
MaxPos7%;NoDerivatives
| 8
| 25
| 4.9
|
trailing 8%
| 127
| 18.6
|
Sideways
| 14.8
| 4.68
| 2.7
| 98
| 10
| 62
| 45
| false
|
Sell
|
Trim extended winner -1%
| 8
| 11
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| -1
| 0
| 82
| 3
| false
|
Increase defensive factor exposure
|
P3384
|
Hands-off
|
401k
|
USD
|
2024-12-17
| 660,403
| 53,947
| 606,456
| 1
| 69.8
| 24.2
| 0
| 5.9
|
MSFT:17.1%;TLT:18.0%;GLD:21.3%;MUB:9.1%;VTI:13.1%;BRK.B:21.3%
|
US:57.4;EU:12.3;APAC:14.7;EM:11.5;Other:4.1
|
Value:-0.1;Growth:-0.4;Quality:+0.6;Size:-0.9;Momentum:-1.0;LowVol:+0.6
|
ESGOnly;MaxPos8%
| 5
| 25
| 3
|
hard 10%
| 104
| 13.2
|
Volatile
| 21.6
| 3.7
| 3
| 146
| 15
| 53
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| 0
|
BrokerC
|
LMT
| 85
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -48
| -53
| 69
| 5
| false
|
Monitor dispersion and breadth
|
P3385
|
Systematic
|
Taxable
|
USD
|
2025-09-14
| 1,701,412
| 161,578
| 1,539,834
| 1
| 58.8
| 22.2
| 11.7
| 7.3
|
TLT:16.7%;BRK.B:23.2%;MUB:14.4%;IEF:22.4%;HYG:23.2%
|
US:60.6;EU:18.1;APAC:12.7;EM:5.7;Other:2.8
|
Value:-0.1;Growth:+0.7;Quality:+0.8;Size:-0.2;Momentum:+0.5;LowVol:-0.8
|
MaxPos8%;NoDerivatives
| 8
| 25
| 5.3
|
trailing 8%
| 200
| 23
|
Bull
| 11.5
| 3.64
| 2.6
| 95
| 64
| 88
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| 0
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| 26
| -29
| 129
| 3
| false
|
Increase defensive factor exposure
|
P3386
|
Opportunistic
|
Roth
|
USD
|
2024-12-03
| 1,409,073
| 119,560
| 1,289,513
| 1
| 63.1
| 11.9
| 20.5
| 4.5
|
BRK.B:24.0%;BND:25.1%;TSLA:25.4%;MUB:25.4%
|
US:54.2;EU:19.5;APAC:11.8;EM:11.1;Other:3.5
|
Value:-0.7;Growth:-0.9;Quality:+0.8;Size:-0.9;Momentum:0.0;LowVol:-1.0
| null | 5
| 30
| 5.6
|
trailing 7%
| 169
| 24.5
|
Sideways
| 20.3
| 3.85
| 3
| 127
| -22
| 47
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -15
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| 103
| -21
| 69
| 4
| false
|
Increase defensive factor exposure
|
P3387
|
Opportunistic
|
Roth
|
USD
|
2025-08-22
| 1,467,931
| 48,030
| 1,419,901
| 1
| 72.6
| 18.6
| 3.8
| 5
|
MUB:21.9%;IEF:22.5%;VTI:22.5%;BRK.B:22.5%;AAPL:10.6%
|
US:74.3;EU:6.7;APAC:5.9;EM:8.2;Other:5.0
|
Value:-0.2;Growth:-0.2;Quality:+0.9;Size:+0.5;Momentum:+0.4;LowVol:+0.3
|
MaxPos5%;NoDerivatives
| 7
| 35
| 6.8
|
trailing 7%
| 162
| 21.5
|
Bull
| 14.6
| 4.12
| 2.8
| 105
| 81
| 91
| 48
| false
|
Buy
|
Add to core equity +1%
| 12
| 5
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 111
| 6
| 72
| 5
| false
|
Increase defensive factor exposure
|
P3388
|
Cautious
|
Trust
|
USD
|
2025-08-14
| 730,001
| 102,998
| 627,003
| 1
| 49.7
| 35.4
| 0.7
| 14.2
|
XLF:14.7%;BND:24.0%;TLT:24.0%;HYG:20.7%;VTI:16.6%
|
US:58.8;EU:13.1;APAC:15.8;EM:8.5;Other:3.8
|
Value:+0.1;Growth:-1.0;Quality:-0.2;Size:+0.9;Momentum:-0.4;LowVol:+0.3
|
ESGOnly;NoMargin
| 5
| 30
| 3
|
hard 10%
| 128
| 18.2
|
Volatile
| 29
| 4.23
| 2.1
| 172
| 48
| 75
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| -35
|
BrokerA
|
LMT
| 94
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 21
| -3
| 33
| 4
| false
|
Monitor dispersion and breadth
|
P3389
|
Active
|
IRA
|
USD
|
2025-12-25
| 1,932,308
| 220,715
| 1,711,593
| 1
| 61.9
| 27.1
| 5.5
| 5.5
|
VOO:21.9%;XLF:21.9%;HYG:17.3%;AMZN:21.9%;AAPL:17.2%
|
US:73.2;EU:12.5;APAC:7.8;EM:5.7;Other:0.7
|
Value:-0.0;Growth:-0.9;Quality:-0.0;Size:+0.6;Momentum:+0.2;LowVol:+0.9
|
NoDerivatives
| 7
| 35
| 4.5
|
trailing 9%
| 202
| 18.3
|
Bull
| 15.4
| 4.05
| 2.3
| 112
| 114
| 92
| 52
| false
|
Buy
|
Add to core equity +1%
| -8
| -20
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 103
| -58
| 80
| 4
| false
|
Within IPS guidelines
|
P3390
|
Active
|
Taxable
|
USD
|
2025-04-17
| 836,978
| 93,268
| 743,710
| 1
| 64
| 28
| 0
| 8
|
AMZN:20.2%;HYG:20.4%;VTI:19.4%;MSFT:14.8%;TSLA:15.2%;TLT:10.0%
|
US:59.6;EU:20.7;APAC:7.6;EM:6.7;Other:5.5
|
Value:-0.5;Growth:-1.0;Quality:+0.8;Size:-0.4;Momentum:-0.0;LowVol:-0.0
| null | 5
| 35
| 5.2
|
trailing 8%
| 125
| 17.9
|
Bull
| 16.4
| 4.69
| 3.1
| 98
| 44
| 79
| 54
| false
|
Buy
|
Add to core equity +1%
| -13
| 5
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 78
| -2
| 118
| 4
| false
|
Tighten stops on momentum names
|
P3391
|
Hands-off
|
Trust
|
USD
|
2024-10-05
| 523,057
| 25,401
| 497,656
| 1
| 67.7
| 27.4
| 0
| 5
|
GLD:25.4%;XLF:25.4%;IEF:25.4%;BRK.B:23.9%
|
US:65.7;EU:14.2;APAC:8.9;EM:10.4;Other:0.7
|
Value:+0.6;Growth:+0.3;Quality:-0.5;Size:-0.7;Momentum:-0.5;LowVol:+0.5
|
NoDerivatives
| 5
| 25
| 3.5
|
trailing 8%
| 142
| 15.4
|
Bull
| 16.7
| 4.68
| 3.1
| 114
| 58
| 82
| 59
| false
|
Buy
|
Add to core equity +1%
| -12
| -40
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 23
| -59
| -10
| 5
| false
|
Within IPS guidelines
|
P3392
|
Opportunistic
|
IRA
|
USD
|
2025-03-26
| 973,706
| 60,326
| 913,380
| 1
| 67.1
| 17.3
| 10.1
| 5.5
|
XLF:33.3%;TSLA:33.3%;BND:33.3%
|
US:66.0;EU:21.4;APAC:7.0;EM:3.9;Other:1.7
|
Value:+0.9;Growth:+0.7;Quality:-0.3;Size:-0.2;Momentum:+0.8;LowVol:-0.0
|
NoDerivatives
| 8
| 35
| 6.5
|
trailing 7%
| 202
| 22.3
|
Sideways
| 17.1
| 3.63
| 3.3
| 133
| 55
| 73
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 10
| 12
|
BrokerD
|
VWAP
| 95
| null | null |
Normal monitoring
| -5
| -31
| 51
| 3
| false
|
Tax-aware sells next window
|
P3393
|
Cautious
|
Taxable
|
USD
|
2025-06-28
| 767,230
| 117,097
| 650,133
| 1
| 36.8
| 39.4
| 8.4
| 15.4
|
QQQ:23.0%;IEF:13.5%;VOO:23.0%;HYG:17.4%;AAPL:23.0%
|
US:65.0;EU:13.2;APAC:16.4;EM:3.8;Other:1.5
|
Value:-0.7;Growth:+0.5;Quality:+0.4;Size:-0.4;Momentum:-0.9;LowVol:-0.1
|
NoDerivatives;NoMargin
| 6
| 35
| 3
|
trailing 8%
| 90
| 17.6
|
Volatile
| 29
| 3.76
| 2.7
| 116
| 68
| 95
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -23
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 5
| -55
| 126
| 3
| false
|
Tighten stops on momentum names
|
P3394
|
Active
|
Trust
|
USD
|
2024-07-18
| 945,271
| 82,197
| 863,074
| 1.21
| 58.2
| 28.7
| 7.7
| 5.4
|
VOO:28.2%;TLT:35.9%;BRK.B:35.9%
|
US:73.6;EU:7.1;APAC:11.0;EM:5.7;Other:2.6
|
Value:+0.7;Growth:+0.1;Quality:-0.9;Size:-0.8;Momentum:+0.2;LowVol:-0.3
| null | 8
| 35
| 5
|
trailing 8%
| 216
| 20.4
|
Bull
| 14.1
| 4.84
| 2.7
| 87
| 92
| 100
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -1
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| 116
| -1
| 82
| 5
| false
|
Tax-aware sells next window
|
P3395
|
Active
|
Taxable
|
USD
|
2024-07-31
| 2,488,081
| 231,508
| 2,256,573
| 1
| 67.2
| 24.6
| 2.1
| 6.1
|
AAPL:33.3%;TLT:33.3%;TSLA:33.3%
|
US:64.7;EU:12.3;APAC:15.8;EM:5.5;Other:1.7
|
Value:+0.2;Growth:+0.5;Quality:+0.8;Size:+0.5;Momentum:-0.1;LowVol:-0.9
|
MaxPos7%;NoDerivatives
| 8
| 35
| 5.4
|
trailing 8%
| 146
| 19.1
|
Volatile
| 27.9
| 3.94
| 2.7
| 134
| -17
| 39
| 69
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 15
| -36
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 35
| 5
| 174
| 3
| false
|
Within IPS guidelines
|
P3396
|
Systematic
|
401k
|
USD
|
2024-12-13
| 1,991,154
| 98,207
| 1,892,947
| 1
| 66.1
| 28.3
| 0
| 5.6
|
MUB:22.8%;MSFT:22.8%;BRK.B:22.8%;HYG:8.9%;VOO:22.8%
|
US:69.5;EU:11.3;APAC:11.4;EM:6.8;Other:0.9
|
Value:-0.6;Growth:-0.8;Quality:+0.4;Size:+0.8;Momentum:-0.4;LowVol:0.0
| null | 7
| 25
| 5.3
|
trailing 8%
| 174
| 20.9
|
Bull
| 17.4
| 3.74
| 3.3
| 84
| 71
| 99
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -37
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 9
| -39
| 51
| 4
| false
|
Increase defensive factor exposure
|
P3397
|
Active
|
Roth
|
USD
|
2025-02-11
| 1,946,205
| 124,426
| 1,821,779
| 1.11
| 65.7
| 20.6
| 5.6
| 8.1
|
MSFT:27.8%;XLF:27.8%;TLT:27.8%;VOO:16.7%
|
US:68.2;EU:7.8;APAC:7.5;EM:11.8;Other:4.8
|
Value:+0.3;Growth:-0.0;Quality:-0.9;Size:-0.2;Momentum:+0.1;LowVol:-0.6
|
NoDerivatives
| 8
| 30
| 5.1
|
hard 12%
| 153
| 21.9
|
Sideways
| 15
| 4.75
| 2.6
| 119
| 23
| 51
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 5
| -37
|
BrokerB
|
VWAP
| 86
| null | null |
Normal monitoring
| 8
| -60
| 16
| 5
| false
|
Increase defensive factor exposure
|
P3398
|
Cautious
|
401k
|
USD
|
2024-10-27
| 287,358
| 24,647
| 262,711
| 1
| 35.4
| 36.6
| 14
| 14
|
VNQ:11.7%;VOO:21.6%;HYG:22.2%;GLD:22.2%;TLT:22.2%
|
US:66.8;EU:15.9;APAC:12.0;EM:5.1;Other:0.2
|
Value:-0.9;Growth:-0.3;Quality:+0.6;Size:-1.0;Momentum:+0.6;LowVol:-0.6
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 25
| 5.9
|
trailing 8%
| 153
| 13.2
|
Sideways
| 15.9
| 3.86
| 2.2
| 110
| 49
| 69
| 25
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -2
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 120
| -11
| 111
| 5
| false
|
Within IPS guidelines
|
P3399
|
Hands-off
|
Trust
|
USD
|
2025-02-10
| 729,535
| 55,355
| 674,180
| 1
| 65
| 18.5
| 10.9
| 5.6
|
TLT:33.3%;VNQ:33.3%;MSFT:33.3%
|
US:62.2;EU:15.0;APAC:8.6;EM:11.1;Other:3.1
|
Value:+0.2;Growth:-0.2;Quality:-0.2;Size:+0.8;Momentum:-0.2;LowVol:+0.5
|
NoDerivatives
| 6
| 35
| 4
|
hard 10%
| 90
| 19.6
|
Bear
| 26.3
| 3.21
| 1.6
| 207
| -23
| 23
| 71
| true
|
Rebalance
|
Rebalance back to target bands
| 1
| -26
|
BrokerB
|
MKT
| 93
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 86
| -11
| 213
| 3
| false
|
Within IPS guidelines
|
P3400
|
Active
|
Taxable
|
USD
|
2025-12-08
| 1,515,056
| 129,969
| 1,385,087
| 1
| 57.6
| 27.5
| 5.1
| 9.8
|
VOO:17.0%;MUB:7.9%;BND:21.9%;MSFT:11.7%;VTI:21.9%;GLD:19.6%
|
US:70.3;EU:8.8;APAC:12.7;EM:4.6;Other:3.5
|
Value:+0.3;Growth:+0.2;Quality:-0.9;Size:+0.1;Momentum:-0.2;LowVol:+0.2
|
MaxPos5%
| 8
| 30
| 4.5
|
trailing 9%
| 217
| 27.8
|
Sideways
| 14.3
| 4.13
| 3.4
| 95
| 10
| 68
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| 10
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 6
| -12
| 123
| 5
| false
|
Within IPS guidelines
|
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