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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P3701
|
Opportunistic
|
401k
|
USD
|
2025-02-06
| 1,614,468
| 98,259
| 1,516,209
| 1
| 76
| 10.7
| 7.3
| 6.1
|
BND:33.3%;VTI:33.3%;BRK.B:33.3%
|
US:74.0;EU:6.9;APAC:9.8;EM:7.0;Other:2.3
|
Value:-0.5;Growth:+0.4;Quality:+0.1;Size:-0.8;Momentum:-0.6;LowVol:-0.5
| null | 10
| 30
| 6.9
|
trailing 7%
| 278
| 29.3
|
Bull
| 16.7
| 4
| 2.5
| 107
| 7
| 49
| 69
| false
|
NoAction
|
Within bands; monitor
| 10
| 7
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 78
| -13
| 114
| 5
| false
|
Tighten stops on momentum names
|
P3702
|
Systematic
|
Taxable
|
USD
|
2025-06-10
| 493,239
| 41,961
| 451,278
| 1
| 60.5
| 21.5
| 8.5
| 9.5
|
TSLA:28.2%;AAPL:15.3%;AMZN:28.2%;QQQ:28.2%
|
US:59.1;EU:15.3;APAC:11.3;EM:10.9;Other:3.5
|
Value:-0.2;Growth:+0.3;Quality:-0.7;Size:+0.3;Momentum:+0.5;LowVol:-0.7
|
NoDerivatives
| 7
| 25
| 5.3
|
hard 12%
| 162
| 16.9
|
Bull
| 16.2
| 4.2
| 3.5
| 94
| 116
| 100
| 45
| false
|
Buy
|
Add to core equity +1%
| 12
| -14
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 58
| -30
| 22
| 3
| false
|
Within IPS guidelines
|
P3703
|
Opportunistic
|
Trust
|
USD
|
2024-12-03
| 1,432,219
| 47,513
| 1,384,706
| 1
| 76.2
| 16.9
| 0
| 6.9
|
TSLA:12.0%;MSFT:22.3%;VNQ:8.0%;BND:22.3%;QQQ:22.3%;BRK.B:13.2%
|
US:66.4;EU:11.0;APAC:10.6;EM:8.4;Other:3.5
|
Value:-0.2;Growth:-0.8;Quality:+0.5;Size:-0.5;Momentum:-0.7;LowVol:-0.3
|
MaxPos5%
| 7
| 30
| 5.5
|
trailing 7%
| 162
| 23.5
|
Bull
| 13.9
| 3.73
| 2.2
| 119
| 28
| 65
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| 12
|
BrokerA
|
VWAP
| 99
| null | null |
Normal monitoring
| -38
| -52
| -41
| 3
| false
|
Tighten stops on momentum names
|
P3704
|
Systematic
|
Trust
|
USD
|
2025-07-14
| 756,185
| 72,926
| 683,259
| 1
| 60.1
| 21.4
| 11
| 7.5
|
XLF:21.9%;VNQ:21.9%;BRK.B:19.2%;BND:15.2%;QQQ:21.9%
|
US:67.4;EU:16.9;APAC:9.4;EM:4.6;Other:1.7
|
Value:-1.0;Growth:-0.9;Quality:-0.4;Size:-0.1;Momentum:+0.3;LowVol:+0.3
| null | 6
| 30
| 4.8
|
trailing 8%
| 180
| 24.5
|
Bull
| 12.8
| 3.94
| 2.9
| 86
| 61
| 70
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -40
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 119
| -53
| 256
| 3
| false
|
Tighten stops on momentum names
|
P3705
|
Active
|
Roth
|
USD
|
2025-04-11
| 827,465
| 74,878
| 752,587
| 1
| 68
| 26.5
| 0
| 5.5
|
QQQ:28.9%;VOO:28.9%;VNQ:13.3%;MUB:28.9%
|
US:57.8;EU:19.1;APAC:10.6;EM:10.4;Other:2.1
|
Value:+0.3;Growth:-0.1;Quality:-0.2;Size:+0.4;Momentum:+0.7;LowVol:+0.1
|
MaxPos5%;NoDerivatives
| 10
| 30
| 5.1
|
trailing 8%
| 128
| 22.1
|
Bear
| 22.2
| 3.87
| 2.4
| 218
| -22
| 24
| 60
| false
|
Sell
|
Trim extended winner -1%
| 12
| 11
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 35
| -32
| 94
| 5
| false
|
Increase defensive factor exposure
|
P3706
|
Active
|
Trust
|
USD
|
2025-07-03
| 1,247,859
| 107,782
| 1,140,077
| 1
| 52.8
| 19.1
| 23
| 5.1
|
TSLA:14.8%;TLT:20.9%;XLF:10.6%;HYG:20.9%;QQQ:15.0%;AMZN:18.0%
|
US:71.4;EU:6.3;APAC:7.5;EM:12.4;Other:2.5
|
Value:+0.8;Growth:+0.6;Quality:-0.3;Size:-0.4;Momentum:+0.9;LowVol:+0.2
| null | 7
| 30
| 5.6
|
trailing 9%
| 160
| 26.1
|
Volatile
| 20.6
| 5.35
| 2.2
| 147
| 58
| 66
| 49
| true
|
Hedge
|
Buy index puts 1% notional
| 31
| 15
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 9
| -5
| 73
| 5
| false
|
Increase defensive factor exposure
|
P3707
|
Cautious
|
401k
|
USD
|
2025-09-17
| 167,319
| 24,365
| 142,954
| 1
| 45.9
| 39.5
| 0
| 14.6
|
VTI:25.5%;VOO:25.5%;BND:25.5%;XLF:23.5%
|
US:73.9;EU:6.6;APAC:7.3;EM:8.9;Other:3.3
|
Value:-0.3;Growth:+0.4;Quality:-0.8;Size:+0.5;Momentum:+0.2;LowVol:+1.0
|
ESGOnly;NoMargin
| 6
| 25
| 4.8
|
trailing 10%
| 93
| 12.2
|
Bull
| 16.5
| 4.57
| 2.8
| 90
| 116
| 100
| 30
| false
|
Sell
|
Trim extended winner -1%
| -12
| -14
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 22
| -33
| 89
| 4
| false
|
Tax-aware sells next window
|
P3708
|
Hands-off
|
Roth
|
USD
|
2024-11-01
| 331,461
| 14,222
| 317,239
| 1
| 70.4
| 23.3
| 0
| 6.3
|
XLF:33.3%;AAPL:33.3%;TSLA:33.3%
|
US:71.3;EU:12.6;APAC:12.0;EM:4.1;Other:0.1
|
Value:-0.6;Growth:+0.5;Quality:-0.1;Size:+0.1;Momentum:+0.7;LowVol:-0.7
|
ESGOnly;MaxPos8%
| 10
| 25
| 3.2
|
trailing 8%
| 169
| 13.3
|
Volatile
| 24.9
| 4.21
| 3.7
| 144
| 80
| 98
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| 14
|
BrokerA
|
LMT
| 90
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 88
| 5
| 217
| 4
| false
|
Increase defensive factor exposure
|
P3709
|
Opportunistic
|
401k
|
USD
|
2024-09-28
| 956,986
| 59,844
| 897,142
| 1
| 73
| 18.6
| 1.9
| 6.4
|
VNQ:20.9%;IEF:20.9%;AMZN:17.0%;VOO:9.2%;BRK.B:17.3%;TSLA:14.8%
|
US:65.5;EU:16.2;APAC:14.0;EM:3.8;Other:0.5
|
Value:+0.1;Growth:-0.8;Quality:+0.9;Size:+0.8;Momentum:-0.8;LowVol:-0.2
|
MaxPos8%;NoDerivatives
| 6
| 35
| 6.7
|
trailing 7%
| 199
| 20.5
|
Volatile
| 28.4
| 5.08
| 4.5
| 163
| -53
| 30
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -1
|
BrokerA
|
MKT
| 97
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 21
| -26
| 155
| 3
| false
|
Within IPS guidelines
|
P3710
|
Active
|
Trust
|
USD
|
2025-07-06
| 1,840,452
| 167,456
| 1,672,996
| 1
| 51.5
| 18.7
| 21.5
| 8.2
|
VNQ:21.8%;BRK.B:21.8%;AMZN:21.8%;HYG:12.8%;GLD:21.8%
|
US:71.0;EU:10.9;APAC:10.8;EM:6.3;Other:0.9
|
Value:-0.7;Growth:-0.4;Quality:-0.3;Size:+0.6;Momentum:+0.8;LowVol:+0.2
|
MaxPos8%
| 7
| 30
| 5.6
|
trailing 8%
| 158
| 25.4
|
Bull
| 13.1
| 4.53
| 3.4
| 82
| 97
| 100
| 45
| false
|
NoAction
|
Within bands; monitor
| -14
| -17
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 58
| -35
| 100
| 5
| false
|
Monitor dispersion and breadth
|
P3711
|
Hands-off
|
401k
|
USD
|
2025-02-10
| 865,927
| 48,618
| 817,309
| 1
| 72.7
| 18.5
| 0
| 8.8
|
MUB:28.5%;MSFT:14.5%;BND:28.5%;VTI:28.5%
|
US:70.4;EU:9.3;APAC:6.2;EM:12.0;Other:2.0
|
Value:+0.9;Growth:+0.3;Quality:+0.8;Size:+0.5;Momentum:-0.4;LowVol:+0.2
| null | 7
| 35
| 3.2
|
trailing 10%
| 93
| 15.2
|
Bull
| 11.9
| 3.72
| 3
| 72
| 89
| 90
| 54
| false
|
Buy
|
Add to core equity +1%
| -10
| -26
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| 101
| -8
| 95
| 4
| false
|
Increase defensive factor exposure
|
P3712
|
Hands-off
|
401k
|
USD
|
2025-01-07
| 154,862
| 6,303
| 148,559
| 1
| 55.4
| 27.8
| 7.2
| 9.6
|
QQQ:25.2%;AAPL:25.2%;BND:25.2%;VOO:24.3%
|
US:74.3;EU:9.4;APAC:7.2;EM:4.9;Other:4.2
|
Value:+0.9;Growth:+0.8;Quality:+0.1;Size:-0.5;Momentum:+0.2;LowVol:+0.3
|
ESGOnly;NoDerivatives
| 5
| 25
| 5.2
|
trailing 10%
| 151
| 15.1
|
Volatile
| 27.4
| 4.17
| 2.7
| 175
| 79
| 84
| 62
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| -31
|
BrokerC
|
VWAP
| 91
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -9
| -24
| -28
| 5
| false
|
Tax-aware sells next window
|
P3713
|
Hands-off
|
Trust
|
USD
|
2024-11-24
| 375,633
| 24,481
| 351,152
| 1
| 70.8
| 21
| 0
| 8.2
|
HYG:21.5%;BRK.B:10.5%;TSLA:19.3%;TLT:21.5%;VNQ:14.4%;QQQ:12.8%
|
US:68.6;EU:8.4;APAC:16.7;EM:4.7;Other:1.6
|
Value:-0.9;Growth:-0.0;Quality:-0.5;Size:+0.3;Momentum:+0.3;LowVol:+0.7
|
MaxPos6%
| 7
| 30
| 3.9
|
trailing 8%
| 93
| 18.7
|
Bear
| 31.2
| 4.14
| 1.7
| 192
| 21
| 66
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| 15
|
BrokerB
|
MKT
| 88
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 33
| 19
| 71
| 4
| false
|
Tighten stops on momentum names
|
P3714
|
Active
|
Taxable
|
USD
|
2025-01-14
| 542,427
| 58,774
| 483,653
| 1
| 62.8
| 22.1
| 9.7
| 5.5
|
TSLA:16.9%;TLT:10.4%;AMZN:18.3%;IEF:20.3%;VOO:19.0%;GLD:15.1%
|
US:82.2;EU:6.0;APAC:6.7;EM:3.5;Other:1.5
|
Value:+0.7;Growth:0.0;Quality:-0.3;Size:-0.7;Momentum:+0.1;LowVol:-0.1
|
MaxPos6%
| 10
| 25
| 4
|
trailing 8%
| 123
| 27.8
|
Bull
| 13.1
| 4.66
| 2.2
| 72
| 0
| 43
| 52
| false
|
Buy
|
Add to core equity +1%
| -14
| -24
|
BrokerB
|
VWAP
| 95
| null | null |
Normal monitoring
| 58
| -44
| 23
| 3
| false
|
Tax-aware sells next window
|
P3715
|
Active
|
IRA
|
USD
|
2025-01-16
| 1,678,092
| 125,120
| 1,552,972
| 1
| 63.2
| 24.6
| 6.4
| 5.8
|
MSFT:10.7%;AAPL:25.7%;TLT:25.7%;XLF:25.7%;MUB:12.0%
|
US:70.6;EU:9.0;APAC:11.4;EM:5.7;Other:3.4
|
Value:+0.5;Growth:+0.2;Quality:+0.3;Size:+0.3;Momentum:-0.9;LowVol:-1.0
| null | 6
| 35
| 4.1
|
trailing 9%
| 136
| 19.3
|
Volatile
| 29.3
| 4.45
| 4
| 158
| 7
| 47
| 84
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| 6
|
BrokerC
|
MKT
| 100
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -50
| -52
| 78
| 5
| false
|
Monitor dispersion and breadth
|
P3716
|
Cautious
|
Taxable
|
USD
|
2025-02-19
| 154,068
| 21,197
| 132,871
| 1
| 43.8
| 35.1
| 10.2
| 10.8
|
TSLA:33.3%;MSFT:33.3%;BRK.B:33.3%
|
US:74.6;EU:8.2;APAC:8.7;EM:5.1;Other:3.3
|
Value:+0.3;Growth:+0.7;Quality:-0.2;Size:-0.5;Momentum:-0.6;LowVol:-0.2
|
NoMargin
| 8
| 30
| 4.8
|
trailing 8%
| 107
| 19.7
|
Volatile
| 30.8
| 3.82
| 3.8
| 139
| -56
| 32
| 69
| false
|
Sell
|
Trim extended winner -1%
| 8
| 1
|
BrokerC
|
VWAP
| 92
| null | null |
Normal monitoring
| -15
| 1
| 75
| 4
| false
|
Tighten stops on momentum names
|
P3717
|
Hands-off
|
Taxable
|
USD
|
2025-07-05
| 572,041
| 43,928
| 528,113
| 1
| 56.7
| 19.2
| 14.5
| 9.7
|
IEF:21.1%;TLT:10.9%;MSFT:11.1%;BRK.B:21.1%;VTI:20.2%;AAPL:15.6%
|
US:66.3;EU:10.4;APAC:8.0;EM:12.6;Other:2.7
|
Value:+0.7;Growth:+0.9;Quality:-0.6;Size:+0.9;Momentum:+0.3;LowVol:+0.3
|
ESGOnly;MaxPos6%;NoDerivatives
| 7
| 30
| 5.9
|
trailing 8%
| 128
| 18.9
|
Volatile
| 20.6
| 4.5
| 2.1
| 122
| -20
| 27
| 61
| true
|
Rebalance
|
Rebalance back to target bands
| 18
| -37
|
BrokerB
|
MKT
| 94
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 51
| -36
| 17
| 3
| false
|
Increase defensive factor exposure
|
P3718
|
Opportunistic
|
401k
|
USD
|
2025-01-19
| 1,207,560
| 84,926
| 1,122,634
| 1
| 61.2
| 18.5
| 15.4
| 4.9
|
IEF:24.0%;QQQ:11.3%;BND:24.0%;VNQ:16.6%;AMZN:24.0%
|
US:58.2;EU:19.0;APAC:12.4;EM:9.7;Other:0.7
|
Value:+0.2;Growth:+0.3;Quality:-0.7;Size:-0.2;Momentum:+0.6;LowVol:-0.1
| null | 5
| 30
| 5.8
|
trailing 9%
| 173
| 34.8
|
Bull
| 17.7
| 3.67
| 2.6
| 84
| 88
| 96
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -8
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| 106
| -11
| 135
| 5
| false
|
Tighten stops on momentum names
|
P3719
|
Hands-off
|
Trust
|
USD
|
2025-09-24
| 376,157
| 33,720
| 342,437
| 1
| 62.9
| 25.2
| 3.2
| 8.8
|
BRK.B:34.1%;MSFT:34.1%;VNQ:31.9%
|
US:73.2;EU:11.2;APAC:6.5;EM:8.1;Other:1.0
|
Value:-0.5;Growth:+0.8;Quality:+0.7;Size:-0.0;Momentum:-0.3;LowVol:+0.9
|
ESGOnly;MaxPos7%
| 10
| 30
| 4.7
|
hard 10%
| 162
| 12.5
|
Volatile
| 25.7
| 3.57
| 2.6
| 118
| 16
| 68
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 6
| 0
|
BrokerB
|
MKT
| 97
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 62
| -16
| 198
| 3
| false
|
Monitor dispersion and breadth
|
P3720
|
Cautious
|
401k
|
USD
|
2024-12-28
| 575,709
| 51,112
| 524,597
| 1
| 51.9
| 35
| 0.5
| 12.6
|
AAPL:20.2%;IEF:19.9%;GLD:23.6%;VNQ:12.7%;TLT:23.6%
|
US:76.1;EU:7.3;APAC:8.1;EM:5.1;Other:3.4
|
Value:-0.6;Growth:-0.5;Quality:-0.5;Size:+0.1;Momentum:+0.5;LowVol:-0.8
|
ESGOnly;NoMargin
| 7
| 30
| 3.5
|
trailing 8%
| 113
| 17
|
Bear
| 22.6
| 3.87
| 1.7
| 174
| -98
| 5
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -9
|
BrokerD
|
VWAP
| 92
| null | null |
Normal monitoring
| 41
| -33
| 120
| 4
| false
|
Monitor dispersion and breadth
|
P3721
|
Active
|
IRA
|
USD
|
2025-09-06
| 1,817,403
| 163,712
| 1,653,691
| 1
| 66.7
| 25
| 2
| 6.3
|
QQQ:17.3%;VTI:20.3%;VOO:24.2%;XLF:24.2%;VNQ:13.9%
|
US:70.9;EU:7.2;APAC:11.7;EM:7.8;Other:2.4
|
Value:+0.9;Growth:-0.3;Quality:+0.2;Size:+0.6;Momentum:+0.6;LowVol:-0.2
| null | 5
| 30
| 4.8
|
trailing 8%
| 158
| 26.3
|
Bear
| 26.1
| 4.27
| 2.3
| 206
| -53
| 33
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 28
| -7
|
BrokerA
|
MKT
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 28
| -25
| 161
| 5
| false
|
Increase defensive factor exposure
|
P3722
|
Active
|
401k
|
USD
|
2025-07-19
| 855,421
| 85,879
| 769,542
| 1
| 50.7
| 26.7
| 13.5
| 9.1
|
MUB:25.6%;AAPL:22.9%;HYG:27.3%;BRK.B:24.1%
|
US:77.0;EU:5.3;APAC:8.5;EM:4.5;Other:4.6
|
Value:+0.3;Growth:+0.4;Quality:+0.5;Size:-0.5;Momentum:0.0;LowVol:0.0
| null | 10
| 35
| 4.8
|
hard 12%
| 215
| 27.3
|
Volatile
| 28.2
| 4.25
| 2.6
| 141
| 42
| 77
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| 16
| -19
|
BrokerD
|
LMT
| 90
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 27
| -19
| 64
| 4
| false
|
Increase defensive factor exposure
|
P3723
|
Hands-off
|
Roth
|
USD
|
2025-11-19
| 686,466
| 36,709
| 649,757
| 1
| 56.1
| 27.5
| 10.2
| 6.2
|
AAPL:27.6%;BRK.B:17.1%;BND:27.6%;AMZN:27.6%
|
US:66.2;EU:14.0;APAC:13.1;EM:5.1;Other:1.6
|
Value:+0.8;Growth:+0.9;Quality:+0.8;Size:-0.7;Momentum:+0.4;LowVol:+0.6
|
MaxPos5%
| 10
| 30
| 3.3
|
trailing 8%
| 110
| 19.6
|
Bull
| 15.1
| 3.53
| 2.6
| 72
| 75
| 72
| 34
| false
|
Sell
|
Trim extended winner -1%
| 15
| -4
|
BrokerA
|
LMT
| 85
| null | null |
Normal monitoring
| -26
| -35
| 23
| 5
| false
|
Within IPS guidelines
|
P3724
|
Opportunistic
|
401k
|
USD
|
2025-06-08
| 1,401,417
| 58,822
| 1,342,595
| 1.05
| 65.7
| 10.3
| 17.9
| 6
|
BND:16.4%;XLF:16.3%;MUB:27.2%;TLT:27.2%;QQQ:12.8%
|
US:69.7;EU:11.8;APAC:8.3;EM:9.2;Other:1.0
|
Value:+0.5;Growth:-0.5;Quality:+0.5;Size:-0.9;Momentum:+0.6;LowVol:+0.8
| null | 10
| 30
| 4.8
|
trailing 9%
| 174
| 27.3
|
Bear
| 23.5
| 3.01
| 2.1
| 154
| -60
| 9
| 60
| false
|
Buy
|
Add to core equity +1%
| -7
| -11
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| 56
| 2
| 73
| 4
| false
|
Tax-aware sells next window
|
P3725
|
Cautious
|
401k
|
USD
|
2024-08-21
| 799,365
| 75,137
| 724,228
| 1
| 52.2
| 38
| 0
| 9.7
|
HYG:25.5%;MSFT:25.5%;VTI:23.5%;BND:25.5%
|
US:60.7;EU:17.2;APAC:9.1;EM:10.0;Other:3.0
|
Value:-0.6;Growth:-0.8;Quality:-0.0;Size:-0.1;Momentum:-0.1;LowVol:-1.0
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 30
| 5
|
trailing 10%
| 169
| 13.7
|
Bull
| 15.6
| 4.72
| 2
| 81
| 8
| 46
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| 0
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 92
| -50
| 192
| 5
| false
|
Tax-aware sells next window
|
P3726
|
Systematic
|
Trust
|
USD
|
2025-09-23
| 1,917,180
| 183,881
| 1,733,299
| 1
| 67.6
| 21.4
| 3.1
| 8
|
IEF:20.4%;VOO:26.2%;MUB:26.7%;BND:26.7%
|
US:69.7;EU:13.8;APAC:9.8;EM:4.1;Other:2.5
|
Value:+0.6;Growth:-0.3;Quality:+0.9;Size:-0.5;Momentum:-0.1;LowVol:+0.1
| null | 7
| 35
| 4.6
|
hard 12%
| 220
| 18.5
|
Bull
| 14.5
| 4.77
| 2.3
| 101
| 54
| 72
| 48
| false
|
Sell
|
Trim extended winner -1%
| 21
| -6
|
BrokerA
|
VWAP
| 94
| null | null |
Normal monitoring
| 63
| -28
| 168
| 5
| false
|
Tax-aware sells next window
|
P3727
|
Hands-off
|
Roth
|
USD
|
2025-06-29
| 471,146
| 25,029
| 446,117
| 1
| 73.7
| 15.9
| 2.8
| 7.6
|
XLF:20.4%;QQQ:17.8%;BRK.B:15.1%;MUB:20.6%;IEF:14.5%;AMZN:11.6%
|
US:59.7;EU:17.2;APAC:12.1;EM:8.3;Other:2.7
|
Value:-0.6;Growth:+0.3;Quality:0.0;Size:-0.7;Momentum:+0.5;LowVol:+0.3
|
ESGOnly;MaxPos8%;NoDerivatives
| 6
| 25
| 4.9
|
hard 10%
| 109
| 16.9
|
Bull
| 13.7
| 3.87
| 3.2
| 107
| 56
| 66
| 45
| false
|
Sell
|
Trim extended winner -1%
| 34
| 10
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| -6
| 5
| 38
| 3
| false
|
Tighten stops on momentum names
|
P3728
|
Active
|
Roth
|
USD
|
2025-11-02
| 773,612
| 91,589
| 682,023
| 1
| 63.5
| 30.9
| 0
| 5.6
|
BRK.B:9.5%;BND:16.0%;MUB:21.4%;GLD:21.4%;HYG:21.4%;IEF:10.1%
|
US:72.5;EU:10.9;APAC:10.0;EM:5.9;Other:0.7
|
Value:0.0;Growth:+0.6;Quality:-0.6;Size:+0.4;Momentum:+0.5;LowVol:+0.7
|
NoDerivatives
| 10
| 35
| 5.9
|
trailing 8%
| 172
| 24.6
|
Sideways
| 19.2
| 3.6
| 2.1
| 92
| 12
| 67
| 61
| false
|
Buy
|
Add to core equity +1%
| 19
| 0
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 100
| -11
| 154
| 4
| false
|
Increase defensive factor exposure
|
P3729
|
Hands-off
|
Roth
|
USD
|
2024-11-27
| 577,471
| 44,172
| 533,299
| 1
| 65.2
| 18.2
| 7.8
| 8.8
|
VTI:8.3%;MSFT:8.8%;HYG:16.4%;XLF:22.3%;GLD:21.9%;MUB:22.3%
|
US:79.2;EU:5.3;APAC:9.9;EM:4.8;Other:0.8
|
Value:-0.9;Growth:+0.3;Quality:+0.4;Size:-0.7;Momentum:-1.0;LowVol:+0.2
|
ESGOnly;MaxPos8%
| 5
| 30
| 5
|
hard 10%
| 130
| 14.9
|
Bull
| 16
| 3.57
| 2.9
| 91
| 115
| 100
| 49
| true
|
Hedge
|
Buy index puts 1% notional
| -1
| 5
|
BrokerD
|
VWAP
| 90
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -5
| 11
| 27
| 2
| false
|
Monitor dispersion and breadth
|
P3730
|
Opportunistic
|
Taxable
|
USD
|
2025-06-26
| 1,130,572
| 82,519
| 1,048,053
| 1
| 66
| 15
| 11
| 7.9
|
TSLA:33.3%;VOO:33.3%;MUB:33.3%
|
US:64.0;EU:12.1;APAC:10.2;EM:11.2;Other:2.4
|
Value:-0.9;Growth:+0.2;Quality:+0.8;Size:+0.6;Momentum:-0.7;LowVol:-0.3
| null | 5
| 30
| 5.1
|
trailing 7%
| 209
| 21.9
|
Sideways
| 18.5
| 4.78
| 3
| 91
| 14
| 47
| 56
| true
|
Hedge
|
Buy index puts 1% notional
| 0
| -36
|
BrokerD
|
MKT
| 97
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -15
| -49
| 75
| 2
| false
|
Monitor dispersion and breadth
|
P3731
|
Opportunistic
|
Roth
|
USD
|
2025-09-01
| 910,942
| 62,575
| 848,367
| 1
| 64.6
| 16.4
| 10.7
| 8.3
|
GLD:33.3%;BND:33.3%;IEF:33.3%
|
US:61.3;EU:11.2;APAC:12.4;EM:13.3;Other:1.9
|
Value:+0.3;Growth:-0.7;Quality:-0.2;Size:+0.8;Momentum:+0.1;LowVol:-1.0
|
MaxPos7%
| 8
| 30
| 4.6
|
trailing 9%
| 213
| 31.9
|
Volatile
| 24.1
| 4.65
| 2.4
| 150
| -4
| 50
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 7
| -24
|
BrokerC
|
MKT
| 96
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 62
| 4
| 43
| 5
| false
|
Tax-aware sells next window
|
P3732
|
Opportunistic
|
Roth
|
USD
|
2024-11-09
| 437,494
| 27,717
| 409,777
| 1
| 66.8
| 21.3
| 3.5
| 8.4
|
TSLA:9.4%;TLT:21.0%;VOO:21.0%;HYG:19.8%;AMZN:7.7%;VNQ:21.0%
|
US:67.4;EU:11.6;APAC:14.2;EM:4.9;Other:1.9
|
Value:+0.4;Growth:+0.4;Quality:-0.8;Size:+0.9;Momentum:-0.8;LowVol:-0.8
| null | 6
| 25
| 6.2
|
trailing 9%
| 161
| 22.1
|
Bear
| 27
| 4.18
| 1.6
| 139
| -40
| 28
| 67
| false
|
Sell
|
Trim extended winner -1%
| 29
| -5
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| -33
| -25
| 21
| 4
| false
|
Increase defensive factor exposure
|
P3733
|
Active
|
Trust
|
USD
|
2024-11-03
| 1,084,491
| 67,159
| 1,017,332
| 1
| 66.9
| 27.2
| 0
| 5.9
|
QQQ:33.3%;MUB:33.3%;XLF:33.3%
|
US:64.4;EU:6.0;APAC:16.4;EM:7.6;Other:5.5
|
Value:+0.7;Growth:-0.7;Quality:-0.4;Size:-0.4;Momentum:+0.7;LowVol:+0.2
|
NoDerivatives
| 10
| 35
| 5.3
|
trailing 8%
| 143
| 18
|
Sideways
| 19.6
| 4.44
| 3.4
| 112
| 57
| 86
| 65
| false
|
Buy
|
Add to core equity +1%
| 8
| 7
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| -60
| -55
| -9
| 3
| false
|
Within IPS guidelines
|
P3734
|
Systematic
|
Trust
|
USD
|
2024-09-19
| 1,229,559
| 75,839
| 1,153,720
| 1
| 55.6
| 34.2
| 3.1
| 7.1
|
BND:28.2%;MUB:28.2%;MSFT:15.5%;TLT:28.2%
|
US:61.0;EU:22.4;APAC:12.1;EM:3.8;Other:0.7
|
Value:+1.0;Growth:+0.6;Quality:+0.9;Size:-0.6;Momentum:+0.7;LowVol:+0.8
|
MaxPos7%
| 7
| 35
| 4.1
|
trailing 9%
| 133
| 21.7
|
Bull
| 15
| 4.89
| 3.2
| 107
| 26
| 51
| 41
| false
|
Sell
|
Trim extended winner -1%
| 9
| -9
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| -33
| -17
| 94
| 4
| false
|
Monitor dispersion and breadth
|
P3735
|
Hands-off
|
401k
|
USD
|
2025-01-21
| 887,202
| 41,313
| 845,889
| 1
| 65.6
| 27.1
| 0
| 7.3
|
BRK.B:10.9%;GLD:17.7%;VNQ:23.8%;MUB:23.8%;HYG:23.8%
|
US:66.5;EU:12.3;APAC:8.6;EM:9.3;Other:3.3
|
Value:+1.0;Growth:-0.7;Quality:-0.3;Size:+0.4;Momentum:+0.7;LowVol:-0.6
|
MaxPos5%;NoDerivatives
| 5
| 25
| 4.3
|
trailing 8%
| 131
| 15.3
|
Volatile
| 23
| 3.8
| 2.6
| 176
| 58
| 71
| 63
| false
|
Sell
|
Trim extended winner -1%
| 31
| -9
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| -41
| -11
| 15
| 5
| false
|
Within IPS guidelines
|
P3736
|
Active
|
401k
|
USD
|
2025-08-17
| 2,295,632
| 239,846
| 2,055,786
| 1
| 56.1
| 28.9
| 7
| 8
|
VTI:22.6%;MSFT:12.4%;IEF:21.0%;HYG:21.3%;QQQ:22.6%
|
US:70.7;EU:13.8;APAC:4.8;EM:8.8;Other:1.9
|
Value:-0.3;Growth:-0.2;Quality:-0.1;Size:+1.0;Momentum:+0.7;LowVol:-0.9
|
MaxPos6%
| 6
| 30
| 5.2
|
hard 12%
| 145
| 23.4
|
Bear
| 27.2
| 3.71
| 1.3
| 164
| 28
| 59
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| -6
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| -23
| -2
| 80
| 3
| false
|
Monitor dispersion and breadth
|
P3737
|
Cautious
|
401k
|
USD
|
2024-12-07
| 255,639
| 34,380
| 221,259
| 1
| 50.9
| 37.2
| 0
| 11.8
|
QQQ:33.3%;TSLA:33.3%;XLF:33.3%
|
US:69.6;EU:10.9;APAC:13.5;EM:4.5;Other:1.5
|
Value:-0.7;Growth:-0.1;Quality:+0.7;Size:+0.6;Momentum:+0.8;LowVol:+0.3
|
MaxPos7%;NoMargin
| 5
| 35
| 5.2
|
trailing 8%
| 137
| 15.9
|
Sideways
| 15.7
| 4.22
| 2.7
| 115
| 5
| 59
| 32
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 10
| -32
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| -18
| -3
| 122
| 3
| false
|
Within IPS guidelines
|
P3738
|
Systematic
|
Trust
|
USD
|
2024-12-22
| 1,186,493
| 90,814
| 1,095,679
| 1
| 55.4
| 23.3
| 12
| 9.3
|
GLD:36.3%;HYG:27.4%;AMZN:36.3%
|
US:70.5;EU:11.9;APAC:8.8;EM:8.0;Other:0.8
|
Value:+0.5;Growth:0.0;Quality:+0.8;Size:+0.9;Momentum:+0.3;LowVol:+0.2
|
NoDerivatives
| 8
| 35
| 5.9
|
hard 12%
| 208
| 27.9
|
Sideways
| 17.7
| 4.42
| 2.7
| 113
| 2
| 43
| 49
| false
|
Sell
|
Trim extended winner -1%
| -5
| -23
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 28
| -36
| 135
| 5
| false
|
Tighten stops on momentum names
|
P3739
|
Opportunistic
|
IRA
|
USD
|
2025-02-14
| 710,102
| 22,061
| 688,041
| 1
| 69.5
| 21.9
| 3.8
| 4.8
|
TSLA:13.1%;BND:26.2%;AAPL:20.0%;XLF:14.5%;BRK.B:26.2%
|
US:73.5;EU:6.5;APAC:11.5;EM:4.7;Other:3.8
|
Value:+0.1;Growth:+1.0;Quality:0.0;Size:-0.4;Momentum:+0.8;LowVol:-0.5
|
NoDerivatives
| 6
| 25
| 6
|
trailing 7%
| 181
| 32.1
|
Bull
| 11.3
| 3.88
| 3.2
| 75
| 11
| 52
| 41
| false
|
Sell
|
Trim extended winner -1%
| 25
| -14
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| -2
| -44
| 114
| 3
| false
|
Within IPS guidelines
|
P3740
|
Cautious
|
IRA
|
USD
|
2025-05-16
| 344,070
| 48,038
| 296,032
| 1
| 43.2
| 39.3
| 0
| 17.5
|
BRK.B:8.4%;MUB:8.6%;TSLA:22.4%;VNQ:22.4%;VTI:22.4%;MSFT:15.8%
|
US:69.8;EU:12.4;APAC:9.3;EM:5.0;Other:3.4
|
Value:+0.8;Growth:+0.4;Quality:+0.5;Size:-0.0;Momentum:+0.9;LowVol:-0.6
|
ESGOnly;NoMargin
| 5
| 30
| 3.2
|
trailing 8%
| 151
| 14.9
|
Bull
| 17.7
| 3.53
| 2.3
| 71
| 45
| 84
| 47
| false
|
Buy
|
Add to core equity +1%
| -9
| -20
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 49
| 0
| 93
| 4
| false
|
Tighten stops on momentum names
|
P3741
|
Hands-off
|
IRA
|
USD
|
2025-12-08
| 577,723
| 31,962
| 545,761
| 1
| 65.1
| 16.8
| 9.6
| 8.5
|
TLT:25.4%;VTI:25.4%;MSFT:23.8%;VOO:25.4%
|
US:68.4;EU:6.4;APAC:10.7;EM:9.2;Other:5.3
|
Value:+0.5;Growth:-0.2;Quality:-0.4;Size:+0.3;Momentum:-0.7;LowVol:-0.3
|
MaxPos8%;NoDerivatives
| 7
| 25
| 3.6
|
trailing 8%
| 125
| 15.5
|
Sideways
| 19.9
| 4.22
| 2.4
| 116
| 51
| 84
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -22
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 13
| -5
| 137
| 4
| false
|
Within IPS guidelines
|
P3742
|
Cautious
|
Roth
|
USD
|
2025-03-15
| 841,390
| 119,071
| 722,319
| 1
| 40.4
| 36.8
| 6.1
| 16.7
|
BRK.B:22.2%;AAPL:20.7%;VTI:22.2%;TSLA:12.8%;MUB:22.2%
|
US:66.5;EU:14.1;APAC:9.2;EM:9.7;Other:0.6
|
Value:-0.8;Growth:+0.8;Quality:+0.7;Size:-0.9;Momentum:+0.8;LowVol:+0.2
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 35
| 3.5
|
hard 10%
| 147
| 17
|
Volatile
| 27.2
| 3.53
| 2.7
| 124
| 79
| 77
| 54
| false
|
Buy
|
Add to core equity +1%
| -1
| 3
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 52
| -40
| 173
| 4
| false
|
Increase defensive factor exposure
|
P3743
|
Active
|
Roth
|
USD
|
2025-02-02
| 657,919
| 61,469
| 596,450
| 1
| 57.7
| 30.6
| 3.5
| 8.1
|
BND:18.6%;VOO:7.1%;VNQ:16.6%;MSFT:21.9%;VTI:21.9%;GLD:13.8%
|
US:72.2;EU:9.0;APAC:7.2;EM:9.5;Other:2.1
|
Value:+0.7;Growth:-0.7;Quality:-0.5;Size:+0.2;Momentum:+0.4;LowVol:-0.6
| null | 6
| 30
| 5.8
|
trailing 8%
| 147
| 16.2
|
Bull
| 13.5
| 4.97
| 3.4
| 112
| 19
| 63
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 20
| 13
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| 116
| -31
| 254
| 3
| false
|
Increase defensive factor exposure
|
P3744
|
Hands-off
|
Roth
|
USD
|
2025-11-09
| 386,751
| 30,939
| 355,812
| 1
| 61.3
| 23.9
| 8.3
| 6.5
|
MUB:24.4%;AAPL:24.4%;VOO:11.8%;IEF:24.4%;XLF:15.1%
|
US:64.4;EU:16.3;APAC:12.3;EM:3.8;Other:3.2
|
Value:-0.9;Growth:-0.0;Quality:-0.7;Size:-0.0;Momentum:-0.1;LowVol:-0.4
|
ESGOnly;MaxPos5%;NoDerivatives
| 10
| 35
| 4.7
|
trailing 10%
| 141
| 16.5
|
Volatile
| 31.7
| 4.08
| 4
| 125
| 1
| 53
| 90
| true
|
Hedge
|
Buy index puts 1% notional
| 15
| -14
|
BrokerA
|
MKT
| 86
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 53
| -24
| 190
| 4
| true
|
Within IPS guidelines
|
P3745
|
Systematic
|
401k
|
USD
|
2025-01-05
| 1,289,579
| 75,030
| 1,214,549
| 1
| 63.5
| 27.5
| 0
| 9
|
MUB:35.0%;BND:35.0%;AMZN:30.0%
|
US:59.5;EU:18.4;APAC:11.8;EM:7.6;Other:2.7
|
Value:+0.3;Growth:-0.5;Quality:-0.4;Size:+0.3;Momentum:+0.7;LowVol:+0.2
|
NoDerivatives
| 6
| 30
| 4.8
|
trailing 8%
| 222
| 24.4
|
Sideways
| 16.6
| 3.94
| 2
| 135
| 8
| 45
| 45
| false
|
Buy
|
Add to core equity +1%
| 5
| -11
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 96
| -11
| 193
| 3
| false
|
Tax-aware sells next window
|
P3746
|
Opportunistic
|
IRA
|
USD
|
2025-09-23
| 1,741,955
| 124,046
| 1,617,909
| 1.14
| 60.7
| 16.5
| 17.1
| 5.8
|
AMZN:36.6%;MUB:26.8%;GLD:36.6%
|
US:59.4;EU:18.3;APAC:13.6;EM:7.9;Other:0.8
|
Value:-0.6;Growth:+0.1;Quality:-0.5;Size:-0.6;Momentum:+0.9;LowVol:-0.5
|
MaxPos6%
| 6
| 35
| 4.6
|
hard 12%
| 247
| 28.8
|
Bull
| 13.5
| 4.71
| 2.7
| 79
| 90
| 89
| 39
| false
|
Sell
|
Trim extended winner -1%
| 32
| -8
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| -54
| -48
| -23
| 5
| false
|
Within IPS guidelines
|
P3747
|
Hands-off
|
401k
|
USD
|
2024-09-05
| 582,960
| 42,628
| 540,332
| 1
| 68.7
| 24.2
| 0
| 7.1
|
VNQ:24.9%;HYG:20.3%;TLT:16.7%;AMZN:24.9%;BRK.B:13.2%
|
US:73.4;EU:10.5;APAC:5.0;EM:10.0;Other:1.2
|
Value:-0.7;Growth:-0.2;Quality:+0.7;Size:-0.9;Momentum:-0.4;LowVol:+1.0
|
ESGOnly;MaxPos6%
| 10
| 35
| 4.8
|
trailing 8%
| 148
| 12.8
|
Volatile
| 22.3
| 4.88
| 3.7
| 159
| -49
| 26
| 58
| false
|
Sell
|
Trim extended winner -1%
| 9
| -2
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 94
| -14
| 99
| 5
| false
|
Monitor dispersion and breadth
|
P3748
|
Systematic
|
IRA
|
USD
|
2025-07-02
| 583,111
| 42,479
| 540,632
| 1
| 62.9
| 30.1
| 0
| 7
|
XLF:25.2%;TSLA:12.3%;VNQ:25.2%;IEF:12.2%;GLD:25.2%
|
US:72.1;EU:9.4;APAC:6.0;EM:9.7;Other:2.8
|
Value:-0.4;Growth:+0.9;Quality:+0.7;Size:-0.3;Momentum:+0.5;LowVol:-0.3
| null | 6
| 25
| 5.2
|
trailing 9%
| 219
| 26.3
|
Volatile
| 30.4
| 3.96
| 4.4
| 150
| 28
| 54
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -6
| -39
|
BrokerA
|
LMT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 120
| 1
| 209
| 3
| false
|
Increase defensive factor exposure
|
P3749
|
Systematic
|
Trust
|
USD
|
2025-07-03
| 821,720
| 66,336
| 755,384
| 1
| 62.5
| 29.5
| 0
| 8
|
MSFT:26.9%;IEF:26.9%;MUB:26.9%;TSLA:19.4%
|
US:65.0;EU:17.4;APAC:9.0;EM:7.5;Other:1.2
|
Value:+0.2;Growth:+0.2;Quality:-0.6;Size:+0.1;Momentum:-0.8;LowVol:-0.6
|
MaxPos5%
| 10
| 25
| 4.7
|
trailing 8%
| 218
| 16.8
|
Bull
| 12.8
| 4.07
| 3.1
| 75
| 38
| 64
| 49
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| -32
|
BrokerA
|
LMT
| 91
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 3
| 16
| 38
| 2
| false
|
Within IPS guidelines
|
P3750
|
Cautious
|
Taxable
|
USD
|
2024-08-10
| 203,102
| 30,137
| 172,965
| 1
| 40.6
| 42.3
| 0
| 17.2
|
IEF:30.1%;HYG:18.5%;VOO:21.3%;MSFT:30.1%
|
US:68.8;EU:15.7;APAC:9.9;EM:5.6;Other:0.0
|
Value:+0.8;Growth:-0.1;Quality:+0.4;Size:+0.2;Momentum:-0.4;LowVol:-0.1
|
MaxPos6%;NoDerivatives;NoMargin
| 10
| 30
| 3.4
|
trailing 8%
| 130
| 17.5
|
Bull
| 17.3
| 3.71
| 2.2
| 103
| 68
| 85
| 44
| false
|
Buy
|
Add to core equity +1%
| -11
| -25
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| 50
| -5
| 121
| 5
| false
|
Tighten stops on momentum names
|
P3751
|
Opportunistic
|
IRA
|
USD
|
2024-12-26
| 615,232
| 33,841
| 581,391
| 1
| 64
| 14.8
| 15.9
| 5.2
|
GLD:33.5%;QQQ:33.0%;TLT:33.5%
|
US:62.8;EU:7.8;APAC:16.7;EM:11.1;Other:1.7
|
Value:-1.0;Growth:-0.7;Quality:+0.5;Size:-0.4;Momentum:-0.5;LowVol:-0.4
| null | 6
| 30
| 4.6
|
hard 12%
| 179
| 34.2
|
Bear
| 29.7
| 3.69
| 1.3
| 134
| -115
| 5
| 87
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -12
| 11
|
BrokerA
|
LMT
| 90
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -25
| -56
| -9
| 5
| false
|
Tighten stops on momentum names
|
P3752
|
Opportunistic
|
IRA
|
USD
|
2024-12-29
| 441,928
| 22,495
| 419,433
| 1
| 73.1
| 20.9
| 0
| 6
|
VNQ:24.8%;TSLA:25.1%;TLT:25.1%;VOO:25.1%
|
US:76.9;EU:8.8;APAC:5.6;EM:3.7;Other:5.1
|
Value:-0.4;Growth:+0.9;Quality:-0.4;Size:-0.4;Momentum:+0.9;LowVol:-0.7
|
MaxPos8%;NoDerivatives
| 8
| 25
| 5.8
|
hard 12%
| 242
| 22.4
|
Volatile
| 31.4
| 4.53
| 4.3
| 158
| -45
| 38
| 85
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 20
| -19
|
BrokerD
|
LMT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 88
| -5
| 140
| 5
| false
|
Within IPS guidelines
|
P3753
|
Hands-off
|
IRA
|
USD
|
2025-03-24
| 454,256
| 18,410
| 435,846
| 1
| 67.4
| 24.6
| 0
| 8.1
|
TSLA:28.7%;HYG:13.8%;XLF:28.7%;QQQ:28.7%
|
US:60.8;EU:20.1;APAC:7.1;EM:11.8;Other:0.1
|
Value:-0.3;Growth:-0.8;Quality:-0.3;Size:+0.7;Momentum:+0.7;LowVol:+0.2
| null | 10
| 30
| 5.4
|
trailing 10%
| 166
| 16.2
|
Bull
| 16.2
| 4.81
| 3.3
| 101
| 18
| 52
| 61
| false
|
Sell
|
Trim extended winner -1%
| 20
| -37
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 87
| -35
| 164
| 4
| false
|
Tighten stops on momentum names
|
P3754
|
Active
|
Taxable
|
USD
|
2025-04-16
| 1,801,107
| 112,574
| 1,688,533
| 1.15
| 53.4
| 22.1
| 15.1
| 9.3
|
XLF:22.4%;GLD:13.7%;BND:22.4%;BRK.B:22.4%;VOO:19.0%
|
US:60.4;EU:15.6;APAC:15.1;EM:8.5;Other:0.5
|
Value:+0.4;Growth:-0.8;Quality:-0.1;Size:-0.6;Momentum:-0.5;LowVol:-0.5
| null | 7
| 25
| 4.9
|
trailing 8%
| 123
| 20.6
|
Volatile
| 29.8
| 3.93
| 2.1
| 167
| -35
| 46
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| 3
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| 74
| -25
| 127
| 3
| false
|
Monitor dispersion and breadth
|
P3755
|
Opportunistic
|
Roth
|
USD
|
2025-10-06
| 1,077,086
| 63,014
| 1,014,072
| 1
| 62.1
| 14.3
| 14.7
| 9
|
HYG:22.6%;MSFT:22.6%;GLD:12.3%;AAPL:18.6%;BRK.B:9.5%;TSLA:14.5%
|
US:70.3;EU:17.0;APAC:6.8;EM:4.8;Other:1.1
|
Value:+0.6;Growth:+0.9;Quality:-0.9;Size:-0.3;Momentum:+0.7;LowVol:+0.3
|
MaxPos5%;NoDerivatives
| 10
| 30
| 6.3
|
hard 12%
| 270
| 21.1
|
Bear
| 22.5
| 3.34
| 1.5
| 173
| -71
| 14
| 68
| false
|
Buy
|
Add to core equity +1%
| -8
| -25
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| -21
| -4
| 65
| 5
| false
|
Within IPS guidelines
|
P3756
|
Systematic
|
IRA
|
USD
|
2025-03-09
| 492,616
| 24,399
| 468,217
| 1
| 62.3
| 30.6
| 0
| 7.1
|
MSFT:23.2%;GLD:15.8%;QQQ:23.2%;AMZN:23.2%;MUB:14.5%
|
US:68.0;EU:13.2;APAC:5.7;EM:10.4;Other:2.7
|
Value:+0.6;Growth:-0.2;Quality:-0.4;Size:+0.1;Momentum:+0.6;LowVol:-0.8
| null | 10
| 25
| 5.9
|
trailing 9%
| 221
| 21.7
|
Bear
| 28.9
| 4.43
| 2.5
| 147
| 22
| 64
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 20
| -5
|
BrokerD
|
LMT
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 97
| -12
| 223
| 4
| false
|
Tighten stops on momentum names
|
P3757
|
Systematic
|
401k
|
USD
|
2025-04-16
| 1,230,420
| 85,389
| 1,145,031
| 1
| 62.1
| 22.5
| 9.1
| 6.3
|
MSFT:33.3%;GLD:33.3%;TLT:33.3%
|
US:69.2;EU:13.3;APAC:6.2;EM:8.2;Other:3.1
|
Value:+0.1;Growth:-0.7;Quality:-0.5;Size:-0.7;Momentum:-0.5;LowVol:-0.8
| null | 10
| 30
| 5.7
|
hard 12%
| 177
| 26.3
|
Volatile
| 26.6
| 4.13
| 4.3
| 144
| -27
| 21
| 62
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| 3
|
BrokerC
|
LMT
| 97
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 73
| -39
| 116
| 4
| true
|
Within IPS guidelines
|
P3758
|
Active
|
401k
|
USD
|
2024-07-30
| 2,016,037
| 227,054
| 1,788,983
| 1
| 66.2
| 20
| 5.4
| 8.4
|
AMZN:21.8%;VNQ:18.9%;QQQ:8.4%;GLD:8.8%;AAPL:20.3%;XLF:21.8%
|
US:60.4;EU:9.1;APAC:14.5;EM:11.4;Other:4.6
|
Value:+0.3;Growth:+0.2;Quality:+0.3;Size:-0.3;Momentum:-0.2;LowVol:+0.9
|
MaxPos5%
| 5
| 30
| 5.5
|
trailing 8%
| 125
| 18.8
|
Sideways
| 16.9
| 4.14
| 3.2
| 136
| 39
| 63
| 53
| false
|
Sell
|
Trim extended winner -1%
| 10
| -10
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 18
| 10
| 112
| 4
| false
|
Within IPS guidelines
|
P3759
|
Hands-off
|
Trust
|
USD
|
2024-08-09
| 151,207
| 9,741
| 141,466
| 1
| 66.1
| 24.2
| 4
| 5.8
|
XLF:33.3%;GLD:33.3%;TLT:33.3%
|
US:71.9;EU:9.1;APAC:7.2;EM:9.9;Other:1.8
|
Value:-0.4;Growth:-0.5;Quality:+0.5;Size:+1.0;Momentum:-0.5;LowVol:-0.1
|
ESGOnly
| 6
| 30
| 4.7
|
trailing 8%
| 99
| 12.3
|
Bull
| 14.6
| 4.47
| 2.1
| 104
| 78
| 89
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| 0
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 4
| -6
| 142
| 5
| false
|
Increase defensive factor exposure
|
P3760
|
Hands-off
|
Taxable
|
USD
|
2025-01-03
| 311,142
| 19,149
| 291,993
| 1
| 66.5
| 18.8
| 6.6
| 8.2
|
BRK.B:17.9%;AMZN:19.5%;MSFT:12.9%;HYG:20.1%;TSLA:10.8%;IEF:18.8%
|
US:66.6;EU:15.0;APAC:7.6;EM:6.8;Other:3.9
|
Value:-0.5;Growth:+0.4;Quality:+0.9;Size:-0.1;Momentum:-0.3;LowVol:+0.9
|
ESGOnly
| 8
| 25
| 4.2
|
trailing 8%
| 106
| 13.1
|
Volatile
| 30.6
| 4
| 2.1
| 173
| -10
| 49
| 79
| true
|
Rebalance
|
Rebalance back to target bands
| 16
| -29
|
BrokerA
|
LMT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 9
| -57
| 108
| 4
| false
|
Tighten stops on momentum names
|
P3761
|
Hands-off
|
Roth
|
USD
|
2024-12-10
| 805,259
| 47,768
| 757,491
| 1
| 57.4
| 29.8
| 3.2
| 9.6
|
AAPL:17.9%;GLD:6.8%;TLT:20.2%;TSLA:19.2%;QQQ:15.7%;VOO:20.2%
|
US:75.1;EU:10.9;APAC:5.6;EM:5.6;Other:2.8
|
Value:+0.2;Growth:-0.5;Quality:-0.8;Size:+0.6;Momentum:-0.7;LowVol:-0.8
|
ESGOnly;NoDerivatives
| 5
| 25
| 5.9
|
trailing 8%
| 168
| 12.9
|
Sideways
| 14.9
| 4.35
| 3
| 119
| 40
| 58
| 51
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| -32
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| -40
| -18
| -76
| 3
| false
|
Monitor dispersion and breadth
|
P3762
|
Cautious
|
401k
|
USD
|
2025-10-11
| 641,634
| 97,218
| 544,416
| 1
| 40.4
| 39.5
| 8.5
| 11.6
|
MSFT:11.0%;AMZN:15.2%;TLT:14.2%;MUB:12.1%;VOO:23.8%;VTI:23.8%
|
US:71.7;EU:12.4;APAC:9.4;EM:6.2;Other:0.3
|
Value:-0.2;Growth:-0.2;Quality:-0.1;Size:-0.5;Momentum:-0.4;LowVol:+0.9
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 5
| 35
| 3.5
|
trailing 8%
| 103
| 15
|
Bear
| 27.6
| 3.16
| 2.2
| 215
| -63
| 5
| 66
| false
|
Buy
|
Add to core equity +1%
| 14
| 7
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 26
| -27
| 0
| 4
| false
|
Increase defensive factor exposure
|
P3763
|
Cautious
|
401k
|
USD
|
2025-06-25
| 482,902
| 54,304
| 428,598
| 1
| 47.7
| 40
| 0
| 12.2
|
GLD:32.2%;TLT:33.9%;BND:33.9%
|
US:75.8;EU:11.4;APAC:7.5;EM:3.2;Other:2.1
|
Value:+0.9;Growth:+0.7;Quality:+0.8;Size:+0.2;Momentum:-0.2;LowVol:+0.2
|
MaxPos7%;NoMargin
| 6
| 30
| 4.6
|
hard 10%
| 168
| 17.2
|
Bear
| 25.9
| 3.56
| 2.3
| 203
| 27
| 61
| 50
| false
|
Sell
|
Trim extended winner -1%
| 29
| -21
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 36
| 20
| 155
| 3
| false
|
Increase defensive factor exposure
|
P3764
|
Opportunistic
|
Roth
|
USD
|
2025-10-09
| 313,921
| 22,621
| 291,300
| 1
| 70.1
| 18.4
| 5.2
| 6.3
|
MSFT:25.4%;TLT:25.4%;QQQ:23.8%;MUB:25.4%
|
US:67.0;EU:12.4;APAC:10.5;EM:7.7;Other:2.4
|
Value:+0.6;Growth:-0.1;Quality:+0.5;Size:-0.7;Momentum:+0.9;LowVol:+0.7
|
MaxPos7%
| 7
| 30
| 4.2
|
trailing 7%
| 267
| 30.3
|
Volatile
| 29.5
| 5.31
| 2.8
| 139
| 75
| 77
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -15
| -3
|
BrokerB
|
LMT
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -28
| -2
| -13
| 4
| false
|
Tighten stops on momentum names
|
P3765
|
Opportunistic
|
401k
|
USD
|
2025-05-16
| 433,604
| 24,649
| 408,955
| 1.2
| 72.5
| 11
| 8.1
| 8.4
|
VOO:25.0%;BND:25.0%;IEF:25.0%;AAPL:25.0%
|
US:64.2;EU:18.4;APAC:8.5;EM:4.5;Other:4.4
|
Value:0.0;Growth:-0.2;Quality:+0.5;Size:+0.8;Momentum:+0.9;LowVol:+0.7
|
NoDerivatives
| 5
| 30
| 6.8
|
trailing 9%
| 178
| 26
|
Bull
| 15.6
| 4.93
| 3.1
| 113
| 23
| 64
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| -23
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 46
| -28
| 37
| 4
| false
|
Tax-aware sells next window
|
P3766
|
Cautious
|
Taxable
|
USD
|
2025-09-21
| 652,062
| 84,572
| 567,490
| 1
| 39.5
| 40.7
| 9.5
| 10.4
|
MSFT:33.3%;IEF:33.3%;QQQ:33.3%
|
US:71.3;EU:12.7;APAC:7.6;EM:8.3;Other:0.1
|
Value:+0.9;Growth:-0.3;Quality:+0.3;Size:0.0;Momentum:-0.0;LowVol:+0.5
|
ESGOnly;NoMargin
| 7
| 25
| 3
|
trailing 8%
| 124
| 14.6
|
Volatile
| 29.3
| 4.16
| 2.6
| 125
| -45
| 37
| 59
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| -2
|
BrokerA
|
LMT
| 90
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 47
| -38
| 19
| 5
| false
|
Tighten stops on momentum names
|
P3767
|
Active
|
401k
|
USD
|
2025-02-05
| 2,393,316
| 262,458
| 2,130,858
| 1
| 66.2
| 26.5
| 1.7
| 5.7
|
AMZN:16.2%;TSLA:27.9%;BRK.B:27.9%;VNQ:27.9%
|
US:73.6;EU:6.2;APAC:10.6;EM:6.2;Other:3.3
|
Value:-0.4;Growth:+0.4;Quality:+1.0;Size:+1.0;Momentum:-0.2;LowVol:+0.3
| null | 7
| 30
| 4.6
|
trailing 9%
| 143
| 26
|
Bull
| 11.1
| 4.32
| 2.4
| 76
| 51
| 63
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -4
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| -20
| 11
| -14
| 4
| false
|
Within IPS guidelines
|
P3768
|
Cautious
|
IRA
|
USD
|
2024-10-13
| 494,411
| 63,397
| 431,014
| 1
| 48.9
| 36.7
| 0
| 14.4
|
TSLA:19.8%;MSFT:22.0%;VTI:14.3%;TLT:22.0%;BRK.B:22.0%
|
US:69.9;EU:12.3;APAC:8.2;EM:8.2;Other:1.3
|
Value:-0.3;Growth:-0.6;Quality:+0.6;Size:+1.0;Momentum:-0.2;LowVol:-0.4
|
ESGOnly;MaxPos7%;NoMargin
| 6
| 25
| 5.7
|
hard 10%
| 95
| 13.9
|
Bear
| 34.6
| 3.95
| 1.6
| 148
| -1
| 38
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| -19
|
BrokerD
|
MKT
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 93
| -56
| 92
| 3
| false
|
Within IPS guidelines
|
P3769
|
Cautious
|
Taxable
|
USD
|
2024-12-26
| 213,268
| 22,723
| 190,545
| 1
| 38.8
| 34.7
| 14
| 12.5
|
VTI:36.1%;AMZN:36.1%;QQQ:27.8%
|
US:60.8;EU:11.3;APAC:13.5;EM:10.1;Other:4.3
|
Value:-0.4;Growth:-0.9;Quality:+0.5;Size:-0.9;Momentum:-0.5;LowVol:+0.2
|
ESGOnly;MaxPos5%;NoDerivatives;NoMargin
| 7
| 25
| 5.4
|
trailing 8%
| 138
| 14.2
|
Bear
| 28.3
| 3.92
| 1.8
| 173
| -63
| 31
| 61
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| -28
|
BrokerA
|
MKT
| 92
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 85
| -43
| 75
| 2
| false
|
Tighten stops on momentum names
|
P3770
|
Systematic
|
Taxable
|
USD
|
2025-06-07
| 1,752,310
| 101,642
| 1,650,668
| 1
| 63.3
| 22.7
| 8.5
| 5.5
|
GLD:23.6%;MSFT:38.2%;VTI:38.2%
|
US:63.7;EU:14.4;APAC:9.5;EM:10.5;Other:1.9
|
Value:+0.5;Growth:-0.9;Quality:+0.1;Size:-0.6;Momentum:+0.7;LowVol:-0.7
|
NoDerivatives
| 6
| 35
| 5.6
|
trailing 8%
| 145
| 19.7
|
Bear
| 31.7
| 4.49
| 2.5
| 192
| -101
| 6
| 85
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| 13
|
BrokerC
|
MKT
| 86
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 49
| 1
| 172
| 3
| false
|
Monitor dispersion and breadth
|
P3771
|
Systematic
|
Roth
|
USD
|
2025-06-29
| 1,306,152
| 81,711
| 1,224,441
| 1
| 62.6
| 20.4
| 9.5
| 7.6
|
MUB:14.0%;AAPL:22.3%;VNQ:7.6%;AMZN:22.3%;IEF:11.7%;XLF:22.3%
|
US:76.4;EU:6.6;APAC:7.9;EM:6.0;Other:3.0
|
Value:+1.0;Growth:+0.3;Quality:-0.9;Size:+0.5;Momentum:-0.9;LowVol:0.0
|
MaxPos7%
| 5
| 30
| 5.2
|
trailing 8%
| 216
| 19.1
|
Bull
| 12.4
| 4.57
| 2.4
| 96
| 19
| 60
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -18
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| -8
| -46
| -42
| 4
| false
|
Increase defensive factor exposure
|
P3772
|
Active
|
Taxable
|
USD
|
2025-10-23
| 754,470
| 70,531
| 683,939
| 1.08
| 62.8
| 27.2
| 2
| 8
|
GLD:32.4%;XLF:37.8%;VNQ:29.7%
|
US:64.8;EU:7.0;APAC:12.4;EM:11.6;Other:4.2
|
Value:+0.7;Growth:-0.9;Quality:+0.4;Size:+0.1;Momentum:+0.2;LowVol:+0.8
|
MaxPos5%
| 10
| 35
| 4.9
|
trailing 8%
| 124
| 16.7
|
Sideways
| 17.1
| 4.51
| 3.1
| 123
| 22
| 68
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -19
|
BrokerB
|
VWAP
| 99
| null | null |
Normal monitoring
| 95
| -42
| 127
| 4
| false
|
Increase defensive factor exposure
|
P3773
|
Hands-off
|
401k
|
USD
|
2025-10-16
| 644,816
| 40,188
| 604,628
| 1
| 55.6
| 20.9
| 14
| 9.5
|
BRK.B:33.3%;TSLA:33.3%;XLF:33.3%
|
US:71.7;EU:15.3;APAC:6.5;EM:6.0;Other:0.5
|
Value:-0.9;Growth:+0.8;Quality:+0.1;Size:+0.5;Momentum:+0.4;LowVol:-0.7
|
MaxPos7%
| 5
| 30
| 4.7
|
trailing 8%
| 97
| 14.7
|
Bull
| 13.2
| 4.99
| 2.1
| 88
| 99
| 85
| 46
| false
|
Sell
|
Trim extended winner -1%
| -11
| -20
|
BrokerA
|
VWAP
| 86
| null | null |
Normal monitoring
| -30
| -49
| -26
| 3
| false
|
Monitor dispersion and breadth
|
P3774
|
Opportunistic
|
401k
|
USD
|
2025-11-03
| 529,480
| 44,217
| 485,263
| 1
| 64.9
| 12.8
| 17
| 5.3
|
MUB:33.3%;XLF:33.3%;MSFT:33.3%
|
US:61.0;EU:16.4;APAC:9.5;EM:9.9;Other:3.1
|
Value:+0.2;Growth:+0.2;Quality:-0.1;Size:+0.1;Momentum:-0.2;LowVol:0.0
|
MaxPos5%
| 10
| 30
| 5.5
|
trailing 7%
| 236
| 23.8
|
Bull
| 13.2
| 4.41
| 3.2
| 109
| 34
| 73
| 55
| false
|
NoAction
|
Within bands; monitor
| 34
| -37
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 45
| -19
| 21
| 5
| false
|
Tax-aware sells next window
|
P3775
|
Opportunistic
|
Roth
|
USD
|
2024-12-31
| 956,859
| 77,266
| 879,593
| 1
| 68.4
| 10.5
| 12.9
| 8.2
|
XLF:33.3%;AMZN:33.3%;QQQ:33.3%
|
US:72.9;EU:6.0;APAC:7.7;EM:12.2;Other:1.2
|
Value:+0.8;Growth:+0.1;Quality:+0.9;Size:-0.7;Momentum:+0.4;LowVol:-0.7
| null | 6
| 35
| 5.3
|
trailing 9%
| 231
| 30.9
|
Volatile
| 24.3
| 3.97
| 2.7
| 113
| 70
| 85
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -2
| -26
|
BrokerC
|
MKT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 44
| -34
| 8
| 2
| false
|
Monitor dispersion and breadth
|
P3776
|
Cautious
|
Roth
|
USD
|
2025-04-04
| 709,899
| 112,362
| 597,537
| 1
| 47.3
| 42.7
| 0
| 10
|
GLD:27.6%;BND:17.3%;VOO:27.6%;QQQ:27.6%
|
US:63.5;EU:18.7;APAC:11.4;EM:6.3;Other:0.1
|
Value:-0.1;Growth:+0.6;Quality:+0.2;Size:+0.1;Momentum:+1.0;LowVol:-0.5
|
NoMargin
| 7
| 25
| 5.3
|
trailing 8%
| 118
| 16.3
|
Bear
| 30.9
| 3.96
| 1.7
| 136
| 13
| 62
| 66
| false
|
NoAction
|
Within bands; monitor
| 15
| -40
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| -20
| -26
| 75
| 5
| false
|
Tax-aware sells next window
|
P3777
|
Cautious
|
Trust
|
USD
|
2025-03-03
| 393,232
| 33,307
| 359,925
| 1
| 46.1
| 36.8
| 4
| 13.2
|
MSFT:19.2%;VTI:19.5%;MUB:11.6%;IEF:24.9%;GLD:24.9%
|
US:68.3;EU:6.3;APAC:16.2;EM:6.5;Other:2.8
|
Value:+0.4;Growth:-0.4;Quality:-0.4;Size:-1.0;Momentum:+0.2;LowVol:-0.9
|
NoDerivatives;NoMargin
| 7
| 30
| 3.4
|
trailing 8%
| 113
| 16.7
|
Bull
| 11.5
| 4.12
| 3.4
| 104
| 77
| 78
| 35
| false
|
Buy
|
Add to core equity +1%
| 25
| 15
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| 58
| -54
| 121
| 4
| false
|
Monitor dispersion and breadth
|
P3778
|
Systematic
|
Trust
|
USD
|
2025-10-11
| 1,384,016
| 118,579
| 1,265,437
| 1
| 57
| 34.2
| 0
| 8.8
|
AMZN:33.3%;AAPL:33.3%;BRK.B:33.3%
|
US:63.2;EU:14.3;APAC:13.4;EM:8.3;Other:0.9
|
Value:+0.8;Growth:+0.5;Quality:+0.9;Size:-0.5;Momentum:-0.7;LowVol:-0.5
|
NoDerivatives
| 10
| 30
| 4.6
|
hard 12%
| 131
| 25.2
|
Bull
| 15.4
| 4.23
| 2.5
| 72
| 97
| 88
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| 10
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| 65
| -44
| 27
| 5
| false
|
Increase defensive factor exposure
|
P3779
|
Opportunistic
|
401k
|
USD
|
2025-04-05
| 1,795,019
| 126,391
| 1,668,628
| 1
| 72.8
| 14.7
| 6.5
| 6
|
MSFT:33.3%;BRK.B:33.3%;BND:33.3%
|
US:68.8;EU:6.0;APAC:7.0;EM:13.2;Other:5.0
|
Value:-0.2;Growth:+0.9;Quality:-0.5;Size:+1.0;Momentum:-0.6;LowVol:-0.3
| null | 8
| 30
| 4.4
|
trailing 9%
| 180
| 23
|
Bull
| 13.5
| 3.62
| 2.1
| 92
| 65
| 77
| 44
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 18
| -7
|
BrokerB
|
MKT
| 100
| null | null |
Normal monitoring
| -11
| -23
| 47
| 5
| false
|
Tax-aware sells next window
|
P3780
|
Systematic
|
401k
|
USD
|
2024-09-01
| 1,197,173
| 79,080
| 1,118,093
| 1
| 60.2
| 31.9
| 0
| 7.9
|
HYG:21.2%;MSFT:17.2%;QQQ:21.2%;TLT:20.5%;BRK.B:20.0%
|
US:69.9;EU:6.7;APAC:10.3;EM:9.0;Other:4.1
|
Value:-0.9;Growth:-0.7;Quality:+0.2;Size:-0.8;Momentum:+1.0;LowVol:+0.9
|
NoDerivatives
| 5
| 30
| 4.5
|
hard 12%
| 224
| 27.8
|
Bull
| 11.2
| 4.12
| 2.9
| 113
| 106
| 100
| 37
| false
|
NoAction
|
Within bands; monitor
| -2
| 2
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 104
| -8
| 126
| 5
| false
|
Increase defensive factor exposure
|
P3781
|
Active
|
IRA
|
USD
|
2024-11-26
| 2,035,966
| 143,945
| 1,892,021
| 1
| 51.2
| 23.2
| 18.2
| 7.4
|
XLF:28.2%;BRK.B:28.2%;VOO:14.3%;IEF:14.3%;MUB:14.9%
|
US:60.7;EU:17.2;APAC:13.0;EM:8.9;Other:0.2
|
Value:-1.0;Growth:-0.2;Quality:+0.2;Size:+0.4;Momentum:+0.7;LowVol:-0.7
| null | 6
| 25
| 5.4
|
trailing 9%
| 230
| 17
|
Sideways
| 18.7
| 3.63
| 2.7
| 90
| 37
| 77
| 45
| false
|
Sell
|
Trim extended winner -1%
| 20
| 1
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 75
| -47
| 95
| 3
| false
|
Tighten stops on momentum names
|
P3782
|
Hands-off
|
IRA
|
USD
|
2025-01-02
| 729,374
| 62,565
| 666,809
| 1
| 66.6
| 27.3
| 0
| 6
|
TLT:25.0%;VTI:25.0%;BRK.B:25.0%;VOO:25.0%
|
US:61.8;EU:17.5;APAC:12.5;EM:3.7;Other:4.6
|
Value:+0.1;Growth:-0.7;Quality:0.0;Size:-0.4;Momentum:+0.8;LowVol:+0.4
|
NoDerivatives
| 5
| 35
| 5.8
|
trailing 8%
| 143
| 12.4
|
Volatile
| 25.9
| 5.03
| 3.5
| 149
| -7
| 60
| 67
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 24
| -33
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 16
| 12
| -20
| 3
| false
|
Tax-aware sells next window
|
P3783
|
Opportunistic
|
401k
|
USD
|
2024-12-19
| 1,328,515
| 52,527
| 1,275,988
| 1.23
| 72.1
| 21.1
| 0
| 6.9
|
AAPL:33.3%;VTI:33.3%;TLT:33.3%
|
US:58.2;EU:21.0;APAC:6.8;EM:10.5;Other:3.6
|
Value:-0.5;Growth:-0.3;Quality:+0.4;Size:-0.3;Momentum:+0.5;LowVol:+0.5
|
NoDerivatives
| 5
| 30
| 6.1
|
trailing 9%
| 239
| 22.6
|
Bear
| 31.4
| 3.23
| 1
| 204
| -82
| 12
| 87
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -10
| -16
|
BrokerC
|
LMT
| 100
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -55
| -54
| -45
| 5
| false
|
Within IPS guidelines
|
P3784
|
Cautious
|
Roth
|
USD
|
2024-09-01
| 177,047
| 23,396
| 153,651
| 1
| 47.9
| 35.9
| 0
| 16.2
|
VTI:27.0%;MSFT:18.9%;IEF:27.0%;VOO:27.0%
|
US:67.8;EU:15.3;APAC:6.9;EM:9.2;Other:0.8
|
Value:+0.8;Growth:-0.1;Quality:-0.9;Size:+0.5;Momentum:+0.3;LowVol:+1.0
|
ESGOnly;MaxPos8%;NoMargin
| 8
| 30
| 5.2
|
trailing 8%
| 157
| 19.5
|
Bear
| 29.8
| 3.54
| 1.7
| 142
| -15
| 37
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -37
|
BrokerB
|
LMT
| 95
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 5
| 1
| -25
| 3
| true
|
Within IPS guidelines
|
P3785
|
Cautious
|
Taxable
|
USD
|
2025-03-03
| 658,405
| 100,538
| 557,867
| 1
| 49
| 39.3
| 0
| 11.7
|
QQQ:33.3%;IEF:33.3%;XLF:33.3%
|
US:63.5;EU:13.3;APAC:10.5;EM:8.8;Other:3.8
|
Value:-0.4;Growth:-0.8;Quality:+0.5;Size:-0.7;Momentum:+0.8;LowVol:-0.1
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 7
| 25
| 4.9
|
trailing 8%
| 132
| 17
|
Bear
| 32.8
| 3.15
| 1.6
| 210
| -60
| 17
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| 8
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 101
| -12
| 165
| 5
| false
|
Tighten stops on momentum names
|
P3786
|
Active
|
Trust
|
USD
|
2024-07-16
| 1,231,305
| 84,019
| 1,147,286
| 1.12
| 62.8
| 24.5
| 4.5
| 8.1
|
VNQ:10.6%;GLD:18.8%;MUB:20.0%;HYG:19.3%;MSFT:11.1%;VTI:20.1%
|
US:67.8;EU:12.1;APAC:13.5;EM:3.6;Other:3.1
|
Value:+1.0;Growth:-0.6;Quality:+0.5;Size:-0.6;Momentum:+0.3;LowVol:-0.5
|
MaxPos7%;NoDerivatives
| 10
| 35
| 6
|
hard 12%
| 218
| 23.2
|
Volatile
| 29.1
| 3.94
| 4
| 119
| -2
| 40
| 67
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| 3
|
BrokerB
|
LMT
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 74
| -7
| 76
| 2
| false
|
Increase defensive factor exposure
|
P3787
|
Active
|
IRA
|
USD
|
2024-12-11
| 1,377,747
| 160,966
| 1,216,781
| 1
| 51.7
| 28.1
| 14.1
| 6.1
|
VOO:25.3%;GLD:10.8%;XLF:25.3%;VTI:20.8%;VNQ:17.8%
|
US:72.0;EU:8.0;APAC:11.3;EM:7.8;Other:0.9
|
Value:+0.6;Growth:-0.7;Quality:+0.7;Size:+0.4;Momentum:+0.6;LowVol:+0.3
|
NoDerivatives
| 8
| 25
| 4.1
|
trailing 8%
| 175
| 24.1
|
Bull
| 12.8
| 3.95
| 2.6
| 80
| 24
| 51
| 43
| false
|
Buy
|
Add to core equity +1%
| 13
| -8
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 69
| -25
| 199
| 4
| false
|
Increase defensive factor exposure
|
P3788
|
Systematic
|
Trust
|
USD
|
2025-07-29
| 796,715
| 49,597
| 747,118
| 1
| 65
| 22.6
| 5.8
| 6.6
|
VNQ:13.8%;AAPL:22.2%;GLD:12.2%;MSFT:22.2%;XLF:8.5%;HYG:21.2%
|
US:74.2;EU:8.2;APAC:9.1;EM:4.8;Other:3.7
|
Value:0.0;Growth:-0.7;Quality:+0.8;Size:+0.7;Momentum:+0.4;LowVol:+0.9
| null | 6
| 25
| 4.4
|
hard 12%
| 125
| 22.3
|
Sideways
| 14.7
| 4.17
| 2.7
| 91
| 28
| 65
| 38
| false
|
Buy
|
Add to core equity +1%
| 6
| -19
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 82
| -12
| 137
| 5
| false
|
Increase defensive factor exposure
|
P3789
|
Hands-off
|
Roth
|
USD
|
2024-10-16
| 516,224
| 39,428
| 476,796
| 1
| 70
| 21
| 2.9
| 6.1
|
TLT:25.2%;AMZN:24.3%;BRK.B:25.2%;HYG:25.2%
|
US:58.4;EU:18.1;APAC:12.1;EM:7.3;Other:4.2
|
Value:-0.6;Growth:+0.9;Quality:-0.1;Size:0.0;Momentum:0.0;LowVol:-0.6
| null | 6
| 30
| 4.9
|
trailing 10%
| 137
| 19.7
|
Volatile
| 24.8
| 5.22
| 4.4
| 131
| 69
| 88
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| -16
|
BrokerB
|
MKT
| 90
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 1
| -29
| 89
| 3
| false
|
Tax-aware sells next window
|
P3790
|
Opportunistic
|
Roth
|
USD
|
2025-08-20
| 1,367,073
| 83,197
| 1,283,876
| 1
| 71.1
| 12.8
| 9.9
| 6.2
|
BRK.B:20.1%;VOO:14.9%;HYG:17.2%;GLD:11.9%;VNQ:17.7%;MSFT:18.1%
|
US:63.5;EU:10.0;APAC:13.6;EM:10.2;Other:2.7
|
Value:-0.4;Growth:0.0;Quality:+0.2;Size:+0.9;Momentum:-0.0;LowVol:+0.9
|
NoDerivatives
| 8
| 25
| 5.1
|
trailing 7%
| 194
| 26.8
|
Bull
| 12.1
| 3.53
| 3.5
| 116
| 52
| 79
| 50
| false
|
Sell
|
Trim extended winner -1%
| -2
| -26
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 25
| -3
| 133
| 4
| false
|
Within IPS guidelines
|
P3791
|
Opportunistic
|
IRA
|
USD
|
2025-07-14
| 670,543
| 54,581
| 615,962
| 1.18
| 71.4
| 12.3
| 10.5
| 5.8
|
TLT:33.3%;QQQ:33.3%;AMZN:33.3%
|
US:70.0;EU:10.3;APAC:13.9;EM:5.6;Other:0.2
|
Value:+0.5;Growth:+0.8;Quality:-0.5;Size:-0.1;Momentum:-0.8;LowVol:-0.9
| null | 5
| 25
| 4.3
|
trailing 9%
| 206
| 22.8
|
Bear
| 25.1
| 3.11
| 1.9
| 145
| -115
| 5
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 3
| -29
|
BrokerC
|
LMT
| 99
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 50
| 16
| 47
| 3
| false
|
Tighten stops on momentum names
|
P3792
|
Hands-off
|
Taxable
|
USD
|
2024-11-23
| 187,481
| 15,219
| 172,262
| 1
| 74.4
| 18.7
| 1.3
| 5.6
|
HYG:15.8%;IEF:23.6%;AAPL:23.6%;MSFT:19.2%;MUB:17.9%
|
US:66.1;EU:7.1;APAC:14.1;EM:11.6;Other:1.0
|
Value:+0.3;Growth:+0.7;Quality:-0.4;Size:-0.8;Momentum:-0.8;LowVol:0.0
|
ESGOnly;MaxPos5%
| 7
| 30
| 5.7
|
trailing 10%
| 165
| 16.7
|
Volatile
| 21.1
| 3.8
| 2.4
| 114
| 23
| 69
| 56
| false
|
Buy
|
Add to core equity +1%
| 20
| -30
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 23
| 14
| 103
| 4
| false
|
Increase defensive factor exposure
|
P3793
|
Cautious
|
Trust
|
USD
|
2025-04-14
| 329,472
| 29,247
| 300,225
| 1
| 50.6
| 37.9
| 0
| 11.5
|
BND:14.1%;GLD:22.4%;VNQ:22.4%;MUB:22.4%;VOO:18.7%
|
US:57.1;EU:18.8;APAC:15.7;EM:7.3;Other:1.1
|
Value:+0.5;Growth:-0.2;Quality:+0.4;Size:+0.3;Momentum:+0.8;LowVol:0.0
|
ESGOnly;NoMargin
| 7
| 25
| 3.6
|
trailing 8%
| 128
| 12.6
|
Bull
| 12.3
| 4.37
| 2.6
| 74
| 53
| 74
| 30
| false
|
Buy
|
Add to core equity +1%
| 15
| -8
|
BrokerC
|
VWAP
| 95
| null | null |
Normal monitoring
| 47
| -50
| 69
| 5
| false
|
Monitor dispersion and breadth
|
P3794
|
Cautious
|
401k
|
USD
|
2024-09-28
| 334,541
| 28,388
| 306,153
| 1
| 39.6
| 42.1
| 0.8
| 17.4
|
IEF:20.3%;BND:19.5%;AAPL:8.0%;VTI:16.7%;TSLA:19.3%;QQQ:16.3%
|
US:59.7;EU:12.1;APAC:15.0;EM:10.7;Other:2.5
|
Value:-0.1;Growth:-0.9;Quality:-0.4;Size:-0.9;Momentum:+0.1;LowVol:-0.4
|
ESGOnly;NoMargin
| 8
| 35
| 6
|
trailing 8%
| 113
| 15.3
|
Bull
| 12.8
| 3.51
| 3.1
| 107
| 67
| 85
| 32
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 27
| -10
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 113
| -12
| 184
| 5
| false
|
Tax-aware sells next window
|
P3795
|
Cautious
|
Trust
|
USD
|
2025-06-17
| 647,197
| 96,776
| 550,421
| 1
| 50.5
| 32.7
| 0
| 16.7
|
BND:15.6%;VNQ:19.7%;MUB:21.8%;AMZN:21.8%;AAPL:21.1%
|
US:65.0;EU:16.1;APAC:5.3;EM:9.7;Other:3.9
|
Value:+0.8;Growth:-0.1;Quality:-0.1;Size:-0.9;Momentum:-0.7;LowVol:+0.9
|
NoMargin
| 7
| 25
| 3.7
|
trailing 10%
| 118
| 19.1
|
Volatile
| 21.1
| 4.87
| 2.3
| 123
| -6
| 35
| 62
| false
|
NoAction
|
Within bands; monitor
| -6
| 14
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 43
| 12
| 159
| 4
| false
|
Monitor dispersion and breadth
|
P3796
|
Active
|
Taxable
|
USD
|
2025-01-23
| 2,129,449
| 145,449
| 1,984,000
| 1
| 66.8
| 26.6
| 0
| 6.5
|
TSLA:20.5%;XLF:19.9%;IEF:14.9%;VOO:17.4%;AAPL:14.6%;TLT:12.7%
|
US:70.2;EU:10.4;APAC:11.9;EM:4.1;Other:3.3
|
Value:+0.3;Growth:+0.7;Quality:+0.1;Size:+0.2;Momentum:-0.1;LowVol:-0.1
| null | 10
| 25
| 4.1
|
trailing 9%
| 171
| 26.2
|
Bull
| 17.9
| 4.41
| 2.1
| 115
| 41
| 58
| 60
| false
|
Buy
|
Add to core equity +1%
| -3
| 3
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| -47
| -9
| -17
| 3
| false
|
Tax-aware sells next window
|
P3797
|
Hands-off
|
401k
|
USD
|
2025-12-09
| 600,740
| 36,298
| 564,442
| 1
| 72.2
| 20.4
| 0
| 7.4
|
TLT:33.3%;QQQ:33.3%;MSFT:33.3%
|
US:65.9;EU:5.5;APAC:15.4;EM:12.3;Other:0.9
|
Value:-0.9;Growth:+0.6;Quality:-0.8;Size:+0.3;Momentum:-0.4;LowVol:-1.0
|
ESGOnly;NoDerivatives
| 5
| 25
| 5.5
|
trailing 8%
| 150
| 17.5
|
Bear
| 31.4
| 3.8
| 1.8
| 161
| -97
| 5
| 83
| true
|
Rebalance
|
Rebalance back to target bands
| 11
| 2
|
BrokerD
|
MKT
| 86
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -34
| -41
| 18
| 3
| false
|
Tax-aware sells next window
|
P3798
|
Systematic
|
Taxable
|
USD
|
2024-09-04
| 837,481
| 52,111
| 785,370
| 1
| 61
| 28.5
| 5.2
| 5.3
|
AMZN:18.8%;TLT:15.6%;VOO:7.7%;TSLA:21.5%;AAPL:18.0%;MUB:18.4%
|
US:65.6;EU:7.6;APAC:13.1;EM:12.2;Other:1.5
|
Value:+0.3;Growth:+0.8;Quality:-0.7;Size:+0.2;Momentum:0.0;LowVol:+0.3
|
MaxPos8%
| 6
| 30
| 4.1
|
hard 12%
| 221
| 16.6
|
Volatile
| 30.6
| 4.37
| 2.5
| 161
| 41
| 57
| 85
| true
|
Hedge
|
Buy index puts 1% notional
| 0
| -8
|
BrokerA
|
LMT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -33
| -37
| 86
| 4
| false
|
Tax-aware sells next window
|
P3799
|
Cautious
|
Roth
|
USD
|
2025-04-03
| 500,013
| 66,069
| 433,944
| 1
| 44.8
| 42
| 0
| 13.2
|
VNQ:25.3%;MUB:27.0%;AAPL:27.0%;TSLA:20.6%
|
US:74.4;EU:9.2;APAC:9.2;EM:4.0;Other:3.2
|
Value:-0.2;Growth:-0.6;Quality:+0.9;Size:+0.4;Momentum:-0.3;LowVol:-0.1
|
ESGOnly;MaxPos8%;NoMargin
| 7
| 25
| 3.2
|
trailing 10%
| 122
| 14.4
|
Volatile
| 30.7
| 5.06
| 4.3
| 161
| 12
| 71
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 24
| -13
|
BrokerA
|
VWAP
| 88
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -60
| -48
| 1
| 4
| false
|
Tighten stops on momentum names
|
P3800
|
Cautious
|
Roth
|
USD
|
2025-06-05
| 215,097
| 26,915
| 188,182
| 1
| 46
| 39.2
| 2.5
| 12.4
|
AAPL:24.9%;BND:24.9%;GLD:23.2%;VOO:12.4%;MUB:14.6%
|
US:65.2;EU:12.3;APAC:11.9;EM:6.6;Other:3.9
|
Value:+0.3;Growth:+0.5;Quality:-0.8;Size:-0.2;Momentum:+0.1;LowVol:+0.6
|
MaxPos8%;NoMargin
| 8
| 25
| 5.3
|
trailing 8%
| 122
| 18.6
|
Bull
| 14.2
| 3.87
| 2.2
| 91
| 72
| 84
| 40
| true
|
Rebalance
|
Rebalance back to target bands
| 31
| -19
|
BrokerC
|
MKT
| 87
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 77
| 5
| 171
| 5
| false
|
Tax-aware sells next window
|
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