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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4001
|
Opportunistic
|
IRA
|
USD
|
2025-10-12
| 1,078,547
| 93,422
| 985,125
| 1
| 71.5
| 11.5
| 12.2
| 4.8
|
TSLA:33.3%;XLF:33.3%;MSFT:33.3%
|
US:70.1;EU:11.0;APAC:10.3;EM:6.4;Other:2.2
|
Value:-0.9;Growth:+0.8;Quality:+0.4;Size:+0.3;Momentum:-0.4;LowVol:+0.4
|
MaxPos6%
| 5
| 25
| 4.7
|
hard 12%
| 178
| 31.9
|
Sideways
| 20.5
| 3.99
| 2.7
| 129
| -27
| 31
| 54
| false
|
Sell
|
Trim extended winner -1%
| 7
| -13
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 15
| -35
| 11
| 4
| false
|
Tax-aware sells next window
|
P4002
|
Hands-off
|
IRA
|
USD
|
2025-05-24
| 783,376
| 65,307
| 718,069
| 1
| 73.6
| 18.8
| 2.5
| 5.1
|
TSLA:14.5%;QQQ:20.2%;MUB:20.2%;IEF:5.5%;TLT:19.6%;XLF:20.0%
|
US:67.2;EU:8.8;APAC:14.4;EM:8.1;Other:1.4
|
Value:-0.1;Growth:-0.8;Quality:-0.7;Size:+0.3;Momentum:-0.5;LowVol:-0.8
|
ESGOnly
| 10
| 35
| 3.3
|
trailing 8%
| 148
| 13
|
Bull
| 17
| 3.98
| 2.6
| 80
| 14
| 44
| 54
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 35
| -38
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| -32
| -41
| -36
| 5
| false
|
Monitor dispersion and breadth
|
P4003
|
Cautious
|
401k
|
USD
|
2025-06-24
| 850,815
| 110,848
| 739,967
| 1
| 47.3
| 35.3
| 2.6
| 14.8
|
BRK.B:11.7%;MSFT:18.7%;IEF:20.0%;TLT:21.1%;VOO:21.1%;TSLA:7.4%
|
US:67.4;EU:17.0;APAC:9.7;EM:4.2;Other:1.7
|
Value:-0.5;Growth:+0.5;Quality:+1.0;Size:+0.8;Momentum:+0.3;LowVol:+0.1
|
MaxPos8%;NoMargin
| 10
| 35
| 5.2
|
hard 10%
| 119
| 13.2
|
Volatile
| 25.3
| 4.62
| 3.2
| 156
| -58
| 17
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| -5
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 56
| 15
| 171
| 3
| false
|
Increase defensive factor exposure
|
P4004
|
Cautious
|
Roth
|
USD
|
2024-09-08
| 779,185
| 93,045
| 686,140
| 1
| 37.6
| 34.9
| 14.5
| 13
|
MUB:17.3%;QQQ:25.8%;MSFT:15.9%;VOO:25.8%;IEF:15.3%
|
US:57.9;EU:16.8;APAC:12.4;EM:9.2;Other:3.8
|
Value:+0.9;Growth:+0.6;Quality:-1.0;Size:-0.8;Momentum:+0.6;LowVol:+0.8
|
MaxPos6%;NoDerivatives;NoMargin
| 8
| 30
| 3.8
|
trailing 10%
| 152
| 12.4
|
Bull
| 12.4
| 4.27
| 3
| 107
| 43
| 59
| 20
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -5
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| 119
| 14
| 127
| 4
| false
|
Within IPS guidelines
|
P4005
|
Opportunistic
|
Roth
|
USD
|
2025-11-12
| 1,229,374
| 73,635
| 1,155,739
| 1
| 64.7
| 11.7
| 18.1
| 5.6
|
QQQ:33.3%;VOO:33.3%;MUB:33.3%
|
US:63.1;EU:14.1;APAC:8.8;EM:8.8;Other:5.2
|
Value:-0.2;Growth:-0.3;Quality:-0.5;Size:+0.1;Momentum:-0.9;LowVol:-0.8
|
MaxPos7%
| 7
| 30
| 6.1
|
trailing 9%
| 249
| 31.4
|
Sideways
| 18
| 3.96
| 2.5
| 116
| 38
| 63
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 10
| 7
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| -34
| 19
| 3
| 4
| false
|
Tax-aware sells next window
|
P4006
|
Cautious
|
Roth
|
USD
|
2025-01-02
| 364,647
| 34,975
| 329,672
| 1
| 40
| 43.4
| 0
| 16.7
|
VOO:33.3%;VNQ:33.3%;TLT:33.3%
|
US:60.0;EU:10.0;APAC:16.9;EM:13.1;Other:0.0
|
Value:+0.9;Growth:+0.1;Quality:+0.1;Size:-1.0;Momentum:-1.0;LowVol:0.0
|
ESGOnly;MaxPos7%;NoMargin
| 7
| 30
| 5.5
|
hard 10%
| 169
| 13.7
|
Sideways
| 21.6
| 4.99
| 3
| 102
| -30
| 38
| 42
| false
|
Buy
|
Add to core equity +1%
| 31
| -18
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| -12
| -47
| 33
| 5
| false
|
Monitor dispersion and breadth
|
P4007
|
Opportunistic
|
Taxable
|
USD
|
2025-09-13
| 802,321
| 54,102
| 748,219
| 1.14
| 74.9
| 19.1
| 0.3
| 5.7
|
GLD:21.1%;VTI:20.2%;BND:12.3%;MSFT:16.5%;AMZN:8.8%;BRK.B:21.1%
|
US:65.7;EU:15.6;APAC:6.1;EM:9.9;Other:2.8
|
Value:+0.8;Growth:-0.6;Quality:-0.3;Size:+0.8;Momentum:-0.8;LowVol:-0.2
|
MaxPos7%
| 7
| 30
| 5.3
|
trailing 7%
| 202
| 29
|
Sideways
| 14.2
| 4.97
| 2.8
| 129
| -15
| 40
| 51
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| -24
|
BrokerB
|
MKT
| 98
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 66
| 9
| 143
| 4
| false
|
Within IPS guidelines
|
P4008
|
Active
|
IRA
|
USD
|
2025-12-05
| 1,743,569
| 165,169
| 1,578,400
| 1
| 56.1
| 30.3
| 7.9
| 5.6
|
HYG:33.3%;MSFT:33.3%;QQQ:33.3%
|
US:76.2;EU:7.8;APAC:6.7;EM:6.6;Other:2.7
|
Value:+0.1;Growth:-0.2;Quality:-0.5;Size:-0.4;Momentum:-0.1;LowVol:-0.1
|
NoDerivatives
| 7
| 35
| 4.3
|
hard 12%
| 148
| 16.8
|
Volatile
| 20.4
| 3.84
| 4.3
| 130
| -56
| 35
| 49
| true
|
Rebalance
|
Rebalance back to target bands
| -6
| -5
|
BrokerD
|
MKT
| 86
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 52
| 20
| 108
| 4
| false
|
Increase defensive factor exposure
|
P4009
|
Systematic
|
Trust
|
USD
|
2025-07-25
| 583,722
| 38,898
| 544,824
| 1
| 63.1
| 31.7
| 0
| 5.2
|
TSLA:26.2%;MUB:25.6%;XLF:26.2%;VOO:22.0%
|
US:74.4;EU:9.0;APAC:10.8;EM:4.4;Other:1.4
|
Value:-0.6;Growth:-0.8;Quality:-0.6;Size:-0.8;Momentum:-1.0;LowVol:-0.8
|
NoDerivatives
| 8
| 25
| 4.4
|
trailing 9%
| 218
| 25.2
|
Volatile
| 26.9
| 5.17
| 2.5
| 156
| 0
| 41
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 35
| 0
|
BrokerA
|
LMT
| 87
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 74
| -31
| 48
| 3
| false
|
Tighten stops on momentum names
|
P4010
|
Cautious
|
401k
|
USD
|
2024-12-14
| 413,020
| 38,218
| 374,802
| 1
| 54
| 32.7
| 0
| 13.3
|
IEF:30.0%;GLD:35.0%;BRK.B:35.0%
|
US:61.4;EU:13.1;APAC:15.9;EM:9.3;Other:0.2
|
Value:+0.6;Growth:-0.1;Quality:-0.5;Size:+0.6;Momentum:+0.5;LowVol:-0.1
|
NoMargin
| 6
| 25
| 5.2
|
trailing 8%
| 138
| 14.1
|
Volatile
| 20.1
| 4.95
| 4.1
| 152
| 43
| 68
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -25
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 74
| 20
| 162
| 3
| false
|
Increase defensive factor exposure
|
P4011
|
Cautious
|
Roth
|
USD
|
2025-11-21
| 535,163
| 56,651
| 478,512
| 1
| 39.4
| 34
| 9
| 17.7
|
BRK.B:9.7%;MSFT:23.2%;AAPL:18.9%;GLD:24.1%;QQQ:24.1%
|
US:66.4;EU:14.2;APAC:9.9;EM:6.3;Other:3.2
|
Value:-0.6;Growth:-0.6;Quality:-0.9;Size:-0.4;Momentum:-0.6;LowVol:+0.2
|
NoDerivatives;NoMargin
| 10
| 35
| 5.9
|
trailing 8%
| 108
| 16.9
|
Bull
| 14.9
| 4.89
| 3.1
| 87
| 97
| 97
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -10
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 36
| -30
| 56
| 5
| false
|
Within IPS guidelines
|
P4012
|
Active
|
401k
|
USD
|
2025-06-06
| 1,164,077
| 129,742
| 1,034,335
| 1
| 66.1
| 25.8
| 0
| 8.1
|
MSFT:9.7%;XLF:21.6%;MUB:21.8%;TLT:11.3%;GLD:21.8%;IEF:13.6%
|
US:66.3;EU:16.4;APAC:8.1;EM:6.7;Other:2.6
|
Value:-0.2;Growth:+0.3;Quality:+0.3;Size:+1.0;Momentum:0.0;LowVol:-0.3
|
MaxPos6%
| 5
| 35
| 5.6
|
trailing 9%
| 183
| 26.6
|
Bull
| 12.3
| 4.58
| 2.6
| 88
| 52
| 71
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 14
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 21
| -32
| 81
| 3
| false
|
Monitor dispersion and breadth
|
P4013
|
Active
|
Trust
|
USD
|
2025-12-16
| 1,627,050
| 194,005
| 1,433,045
| 1
| 67.2
| 26.2
| 0
| 6.6
|
IEF:20.6%;VNQ:27.9%;HYG:23.6%;QQQ:27.9%
|
US:60.3;EU:14.8;APAC:10.6;EM:11.2;Other:3.1
|
Value:-0.0;Growth:+0.8;Quality:+1.0;Size:+0.4;Momentum:-0.6;LowVol:-0.6
|
MaxPos5%
| 10
| 35
| 5.1
|
trailing 8%
| 222
| 24.3
|
Bear
| 34.6
| 4.32
| 2.3
| 204
| -20
| 27
| 89
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -4
|
BrokerD
|
MKT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -20
| 6
| 50
| 3
| false
|
Monitor dispersion and breadth
|
P4014
|
Hands-off
|
IRA
|
USD
|
2025-10-07
| 830,408
| 74,457
| 755,951
| 1
| 69.1
| 24.7
| 0
| 6.3
|
MUB:23.2%;HYG:19.0%;TLT:23.2%;BRK.B:17.6%;BND:17.0%
|
US:73.0;EU:5.7;APAC:12.8;EM:5.7;Other:2.9
|
Value:+0.1;Growth:+0.7;Quality:-0.5;Size:+0.7;Momentum:+0.3;LowVol:-0.4
|
MaxPos6%
| 6
| 35
| 3.5
|
hard 10%
| 101
| 16.9
|
Sideways
| 18.5
| 3.64
| 3
| 129
| 45
| 77
| 54
| true
|
Rebalance
|
Rebalance back to target bands
| 1
| -14
|
BrokerB
|
MKT
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -11
| 11
| 28
| 5
| false
|
Within IPS guidelines
|
P4015
|
Active
|
Roth
|
USD
|
2025-04-13
| 2,246,612
| 256,701
| 1,989,911
| 1.06
| 68.6
| 21.3
| 0.4
| 9.7
|
AMZN:12.0%;GLD:22.5%;BRK.B:18.0%;QQQ:23.8%;MSFT:23.8%
|
US:71.4;EU:8.9;APAC:5.8;EM:10.0;Other:3.8
|
Value:+0.3;Growth:+0.9;Quality:+0.3;Size:+0.6;Momentum:-0.6;LowVol:-0.5
| null | 7
| 30
| 5.7
|
trailing 9%
| 124
| 23
|
Bull
| 14.2
| 4.2
| 3.1
| 102
| 60
| 94
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -16
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 79
| -47
| 94
| 3
| false
|
Within IPS guidelines
|
P4016
|
Hands-off
|
401k
|
USD
|
2025-03-19
| 785,042
| 37,530
| 747,512
| 1
| 61.7
| 27.5
| 1.6
| 9.3
|
GLD:36.5%;HYG:26.9%;TSLA:36.5%
|
US:64.2;EU:13.6;APAC:14.0;EM:3.8;Other:4.3
|
Value:+0.6;Growth:-0.7;Quality:-0.8;Size:-0.7;Momentum:+0.5;LowVol:+0.2
|
MaxPos7%
| 5
| 35
| 3.1
|
trailing 8%
| 105
| 15.5
|
Bull
| 14
| 4.6
| 3.1
| 80
| 15
| 64
| 52
| true
|
Hedge
|
Buy index puts 1% notional
| 0
| -10
|
BrokerD
|
LMT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -50
| -10
| -83
| 2
| false
|
Within IPS guidelines
|
P4017
|
Hands-off
|
Roth
|
USD
|
2024-08-20
| 591,930
| 29,553
| 562,377
| 1
| 67.8
| 24.4
| 0.9
| 6.9
|
BND:18.7%;GLD:22.8%;HYG:24.5%;IEF:9.4%;VTI:24.5%
|
US:73.6;EU:8.7;APAC:4.6;EM:10.4;Other:2.7
|
Value:+0.6;Growth:+0.3;Quality:+0.3;Size:0.0;Momentum:+1.0;LowVol:+0.4
|
NoDerivatives
| 7
| 25
| 3.9
|
trailing 8%
| 150
| 17
|
Volatile
| 29.7
| 4.41
| 4.3
| 112
| 25
| 55
| 70
| false
|
Buy
|
Add to core equity +1%
| 16
| -40
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 19
| -56
| 80
| 3
| false
|
Tax-aware sells next window
|
P4018
|
Cautious
|
Taxable
|
USD
|
2024-12-08
| 740,887
| 64,359
| 676,528
| 1
| 47.6
| 34.5
| 4.3
| 13.7
|
IEF:6.5%;BND:7.3%;TSLA:21.6%;VOO:21.6%;TLT:21.6%;MSFT:21.6%
|
US:69.7;EU:6.3;APAC:13.2;EM:6.6;Other:4.3
|
Value:-0.1;Growth:-0.3;Quality:-0.4;Size:-1.0;Momentum:+1.0;LowVol:+0.4
|
MaxPos7%;NoDerivatives;NoMargin
| 10
| 35
| 5
|
trailing 8%
| 154
| 16
|
Bull
| 11
| 4.04
| 3.3
| 99
| 108
| 100
| 25
| false
|
Sell
|
Trim extended winner -1%
| 3
| -3
|
BrokerA
|
VWAP
| 87
| null | null |
Normal monitoring
| 73
| -55
| 196
| 5
| false
|
Increase defensive factor exposure
|
P4019
|
Cautious
|
Taxable
|
USD
|
2024-10-05
| 248,637
| 32,204
| 216,433
| 1
| 47.4
| 40.5
| 0
| 12.1
|
TSLA:10.7%;BND:15.2%;QQQ:22.2%;VOO:21.4%;TLT:22.2%;BRK.B:8.4%
|
US:65.6;EU:11.6;APAC:10.0;EM:11.2;Other:1.7
|
Value:-0.9;Growth:+0.5;Quality:-0.2;Size:-0.5;Momentum:+0.9;LowVol:-0.2
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 5
| 25
| 4.7
|
trailing 8%
| 106
| 14.9
|
Bull
| 16.4
| 4.88
| 2.6
| 118
| 101
| 93
| 34
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -10
| -40
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| 114
| -16
| 193
| 4
| false
|
Tighten stops on momentum names
|
P4020
|
Active
|
Roth
|
USD
|
2025-11-12
| 646,277
| 60,491
| 585,786
| 1.16
| 62
| 31.5
| 0
| 6.5
|
AAPL:27.3%;TSLA:36.4%;AMZN:36.4%
|
US:65.7;EU:9.8;APAC:10.7;EM:11.8;Other:2.1
|
Value:-0.8;Growth:-0.7;Quality:+0.4;Size:+0.7;Momentum:-0.7;LowVol:-0.7
|
MaxPos5%
| 6
| 30
| 4
|
trailing 8%
| 129
| 19.4
|
Volatile
| 29.2
| 4.87
| 2.7
| 133
| 18
| 47
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -40
|
BrokerD
|
LMT
| 89
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 75
| -51
| 145
| 3
| false
|
Tighten stops on momentum names
|
P4021
|
Opportunistic
|
Taxable
|
USD
|
2025-05-17
| 802,301
| 37,012
| 765,289
| 1
| 67.9
| 21.1
| 7
| 4.1
|
VTI:33.3%;HYG:33.3%;TSLA:33.3%
|
US:67.3;EU:6.1;APAC:17.1;EM:4.8;Other:4.6
|
Value:-0.5;Growth:+0.1;Quality:-0.9;Size:+0.5;Momentum:+0.9;LowVol:+0.6
|
MaxPos8%
| 8
| 30
| 5.1
|
trailing 9%
| 275
| 29.3
|
Volatile
| 29.9
| 3.88
| 4
| 154
| 68
| 80
| 82
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| 11
|
BrokerB
|
MKT
| 86
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 38
| 19
| 17
| 4
| true
|
Increase defensive factor exposure
|
P4022
|
Hands-off
|
Trust
|
USD
|
2025-04-16
| 747,066
| 48,255
| 698,811
| 1
| 58.9
| 23.2
| 10.3
| 7.5
|
TSLA:27.3%;BND:18.2%;MUB:27.3%;VOO:27.3%
|
US:58.2;EU:22.7;APAC:6.9;EM:8.8;Other:3.4
|
Value:-0.5;Growth:+0.2;Quality:-0.8;Size:-0.4;Momentum:-0.8;LowVol:-0.9
|
ESGOnly;MaxPos6%
| 10
| 35
| 5.3
|
hard 10%
| 166
| 13.6
|
Bull
| 17.6
| 3.75
| 2.8
| 80
| 33
| 56
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| 0
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 76
| -10
| 193
| 5
| false
|
Increase defensive factor exposure
|
P4023
|
Systematic
|
IRA
|
USD
|
2025-02-11
| 1,824,498
| 157,538
| 1,666,960
| 1
| 55.9
| 33.5
| 4.9
| 5.6
|
TSLA:20.4%;HYG:16.5%;XLF:17.0%;QQQ:20.2%;GLD:5.3%;VOO:20.4%
|
US:61.7;EU:15.7;APAC:15.7;EM:3.7;Other:3.3
|
Value:+0.7;Growth:-0.4;Quality:+0.4;Size:-0.3;Momentum:+0.1;LowVol:+0.6
|
NoDerivatives
| 8
| 30
| 4.7
|
trailing 8%
| 139
| 24.7
|
Bull
| 17.5
| 4.99
| 2.3
| 118
| 114
| 100
| 54
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| 15
|
BrokerB
|
MKT
| 88
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 70
| -43
| 130
| 2
| false
|
Within IPS guidelines
|
P4024
|
Opportunistic
|
Roth
|
USD
|
2024-07-19
| 1,460,823
| 72,955
| 1,387,868
| 1.24
| 74
| 17.2
| 4.3
| 4.5
|
MSFT:16.3%;VNQ:22.7%;BND:22.3%;VOO:19.9%;QQQ:18.8%
|
US:65.9;EU:18.8;APAC:5.6;EM:5.2;Other:4.4
|
Value:+0.6;Growth:+0.9;Quality:-0.6;Size:+0.9;Momentum:-0.2;LowVol:+0.7
|
MaxPos5%;NoDerivatives
| 10
| 30
| 5.8
|
trailing 7%
| 202
| 29.7
|
Sideways
| 20.7
| 4.97
| 2.6
| 124
| 40
| 69
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -24
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| -51
| 1
| -33
| 5
| false
|
Within IPS guidelines
|
P4025
|
Active
|
IRA
|
USD
|
2025-03-23
| 752,195
| 60,592
| 691,603
| 1
| 50.9
| 19.5
| 21.2
| 8.4
|
MSFT:22.0%;IEF:15.5%;AAPL:18.7%;XLF:22.0%;GLD:22.0%
|
US:75.9;EU:12.1;APAC:5.6;EM:6.3;Other:0.1
|
Value:+0.3;Growth:-1.0;Quality:-0.3;Size:-0.2;Momentum:-0.7;LowVol:-0.0
|
NoDerivatives
| 8
| 30
| 6
|
trailing 8%
| 230
| 19
|
Bull
| 15
| 4.85
| 2.8
| 80
| 115
| 100
| 43
| false
|
Sell
|
Trim extended winner -1%
| 13
| -23
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 24
| -23
| -3
| 4
| false
|
Within IPS guidelines
|
P4026
|
Active
|
Trust
|
USD
|
2025-06-06
| 853,697
| 93,046
| 760,651
| 1.09
| 60.4
| 30.4
| 0
| 9.2
|
BRK.B:25.0%;AMZN:25.0%;GLD:24.9%;IEF:25.0%
|
US:64.4;EU:12.7;APAC:7.9;EM:10.9;Other:4.1
|
Value:-0.6;Growth:+1.0;Quality:+0.4;Size:-0.5;Momentum:+0.6;LowVol:-0.9
| null | 6
| 35
| 4.5
|
trailing 9%
| 158
| 24.7
|
Volatile
| 26.2
| 5.18
| 2.5
| 119
| 54
| 82
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -2
| -34
|
BrokerC
|
VWAP
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -59
| 17
| -14
| 3
| true
|
Increase defensive factor exposure
|
P4027
|
Opportunistic
|
IRA
|
USD
|
2025-08-21
| 1,479,942
| 84,484
| 1,395,458
| 1
| 60.7
| 10.8
| 23.1
| 5.5
|
VTI:33.3%;TSLA:33.3%;MUB:33.3%
|
US:65.2;EU:14.3;APAC:10.1;EM:7.7;Other:2.8
|
Value:+1.0;Growth:+0.3;Quality:+0.4;Size:-0.9;Momentum:0.0;LowVol:-0.4
|
NoDerivatives
| 6
| 35
| 5.5
|
hard 12%
| 278
| 28.1
|
Volatile
| 21.2
| 5.09
| 4
| 149
| 30
| 66
| 63
| false
|
Buy
|
Add to core equity +1%
| -8
| -10
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| 8
| -55
| 76
| 5
| false
|
Monitor dispersion and breadth
|
P4028
|
Opportunistic
|
IRA
|
USD
|
2025-09-25
| 1,455,267
| 84,920
| 1,370,347
| 1
| 70.4
| 14.6
| 9.5
| 5.5
|
GLD:20.9%;VNQ:19.0%;VOO:20.9%;XLF:14.3%;AAPL:17.0%;IEF:7.9%
|
US:67.1;EU:15.3;APAC:10.0;EM:6.3;Other:1.3
|
Value:-0.3;Growth:-0.9;Quality:+0.7;Size:+0.5;Momentum:+0.7;LowVol:+1.0
|
MaxPos5%
| 10
| 25
| 5
|
hard 12%
| 224
| 22.3
|
Bull
| 16.3
| 4.59
| 2.1
| 96
| 118
| 100
| 64
| false
|
Buy
|
Add to core equity +1%
| 26
| -12
|
BrokerB
|
VWAP
| 90
| null | null |
Normal monitoring
| -32
| 8
| 55
| 4
| false
|
Monitor dispersion and breadth
|
P4029
|
Systematic
|
401k
|
USD
|
2025-05-23
| 1,109,244
| 46,103
| 1,063,141
| 1
| 57.5
| 24.4
| 9.6
| 8.5
|
IEF:33.3%;AMZN:33.3%;BND:33.3%
|
US:64.8;EU:7.4;APAC:11.2;EM:11.7;Other:4.9
|
Value:-0.3;Growth:-0.7;Quality:-0.6;Size:-0.8;Momentum:+0.4;LowVol:+0.9
| null | 10
| 35
| 4.4
|
trailing 8%
| 128
| 26.3
|
Volatile
| 20.9
| 4.98
| 4.4
| 130
| 41
| 72
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -20
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 40
| -50
| 71
| 4
| false
|
Within IPS guidelines
|
P4030
|
Active
|
IRA
|
USD
|
2025-10-18
| 816,578
| 62,315
| 754,263
| 1.08
| 51.4
| 31.1
| 10
| 7.4
|
IEF:10.5%;MUB:23.7%;VTI:23.7%;QQQ:23.7%;AAPL:18.4%
|
US:57.4;EU:20.0;APAC:14.0;EM:7.8;Other:0.7
|
Value:-0.1;Growth:+0.3;Quality:-0.5;Size:+0.9;Momentum:+0.4;LowVol:+0.1
|
MaxPos5%
| 8
| 25
| 5.8
|
trailing 8%
| 191
| 17.6
|
Bull
| 16.7
| 4.63
| 3.3
| 74
| 22
| 65
| 46
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 17
| -14
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| 80
| -38
| 132
| 3
| false
|
Tax-aware sells next window
|
P4031
|
Hands-off
|
Taxable
|
USD
|
2025-11-07
| 849,827
| 49,252
| 800,575
| 1
| 62.7
| 23.7
| 4.3
| 9.2
|
TSLA:28.2%;VTI:28.2%;AAPL:15.3%;IEF:28.2%
|
US:65.8;EU:10.5;APAC:17.8;EM:4.7;Other:1.2
|
Value:0.0;Growth:+0.4;Quality:-0.1;Size:-0.8;Momentum:-0.8;LowVol:+0.3
|
MaxPos6%
| 10
| 30
| 4.9
|
hard 10%
| 103
| 19.4
|
Bear
| 27.7
| 3.34
| 2.4
| 162
| -94
| 5
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| 8
|
BrokerD
|
LMT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -43
| 19
| -12
| 3
| false
|
Increase defensive factor exposure
|
P4032
|
Systematic
|
Roth
|
USD
|
2025-09-21
| 1,226,813
| 60,202
| 1,166,611
| 1
| 59.7
| 31.2
| 0
| 9.1
|
BND:25.0%;VTI:25.0%;QQQ:25.0%;VNQ:25.0%
|
US:64.7;EU:20.3;APAC:7.2;EM:5.0;Other:2.9
|
Value:+0.7;Growth:-0.7;Quality:-0.6;Size:-0.7;Momentum:-0.9;LowVol:-0.3
| null | 10
| 30
| 4.9
|
trailing 9%
| 154
| 24.6
|
Bull
| 13.1
| 4.69
| 2.8
| 92
| 61
| 82
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| 9
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| 5
| -11
| 109
| 3
| false
|
Tighten stops on momentum names
|
P4033
|
Cautious
|
IRA
|
USD
|
2025-02-24
| 708,064
| 65,788
| 642,276
| 1
| 41.9
| 39.9
| 5.2
| 13
|
AMZN:10.4%;BND:22.5%;HYG:22.5%;TLT:20.3%;VOO:12.0%;XLF:12.4%
|
US:65.2;EU:8.5;APAC:15.6;EM:10.5;Other:0.2
|
Value:+0.9;Growth:0.0;Quality:-0.1;Size:+0.5;Momentum:-0.9;LowVol:-0.1
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 8
| 30
| 6
|
hard 10%
| 160
| 13.5
|
Volatile
| 30.1
| 3.52
| 4.4
| 175
| 38
| 74
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 31
| -19
|
BrokerA
|
MKT
| 88
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 63
| -21
| 194
| 4
| false
|
Monitor dispersion and breadth
|
P4034
|
Opportunistic
|
Taxable
|
USD
|
2024-11-20
| 1,663,489
| 113,302
| 1,550,187
| 1
| 62.2
| 16.7
| 14.6
| 6.5
|
BND:23.6%;XLF:17.6%;VTI:23.6%;GLD:23.6%;HYG:11.5%
|
US:68.2;EU:11.0;APAC:11.7;EM:5.2;Other:3.8
|
Value:-0.3;Growth:-0.4;Quality:+0.4;Size:-0.2;Momentum:-0.0;LowVol:-0.1
| null | 5
| 25
| 4
|
trailing 9%
| 259
| 26.1
|
Bull
| 12.8
| 4.1
| 3.1
| 98
| 31
| 80
| 39
| false
|
Buy
|
Add to core equity +1%
| 21
| -6
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| 13
| -23
| 117
| 5
| false
|
Monitor dispersion and breadth
|
P4035
|
Systematic
|
Roth
|
USD
|
2024-07-10
| 1,953,844
| 170,059
| 1,783,785
| 1
| 55.2
| 31.1
| 6.5
| 7.2
|
TSLA:20.3%;MUB:17.5%;TLT:12.3%;AAPL:18.1%;BRK.B:17.5%;MSFT:14.3%
|
US:69.1;EU:14.0;APAC:6.0;EM:9.9;Other:1.1
|
Value:-0.4;Growth:-0.8;Quality:-0.9;Size:+0.8;Momentum:-0.9;LowVol:-1.0
|
MaxPos6%
| 6
| 25
| 5.1
|
hard 12%
| 215
| 21.8
|
Sideways
| 14.6
| 4.61
| 2.1
| 135
| -11
| 55
| 36
| false
|
Sell
|
Trim extended winner -1%
| -4
| 0
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 31
| 1
| 140
| 5
| false
|
Tax-aware sells next window
|
P4036
|
Cautious
|
Taxable
|
USD
|
2025-08-03
| 337,691
| 49,772
| 287,919
| 1
| 38.8
| 39.1
| 5.9
| 16.1
|
AAPL:25.0%;VNQ:25.0%;BND:25.0%;MSFT:25.0%
|
US:65.4;EU:8.6;APAC:10.6;EM:13.5;Other:1.9
|
Value:+0.7;Growth:+0.1;Quality:-0.1;Size:-1.0;Momentum:-0.5;LowVol:-0.2
|
MaxPos5%;NoMargin
| 6
| 35
| 3.3
|
trailing 10%
| 122
| 14.3
|
Volatile
| 21.7
| 3.96
| 4.1
| 151
| 54
| 69
| 40
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 7
| -6
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 80
| 20
| 190
| 4
| false
|
Within IPS guidelines
|
P4037
|
Active
|
Roth
|
USD
|
2024-11-23
| 894,857
| 89,803
| 805,054
| 1.17
| 61.5
| 28.8
| 0
| 9.6
|
VTI:24.6%;TSLA:13.3%;BRK.B:12.8%;TLT:24.6%;MSFT:24.6%
|
US:68.6;EU:10.5;APAC:11.5;EM:8.4;Other:1.0
|
Value:-0.1;Growth:-0.5;Quality:+0.3;Size:-0.1;Momentum:-0.9;LowVol:+0.4
|
MaxPos6%
| 5
| 35
| 5.2
|
trailing 9%
| 207
| 17.1
|
Volatile
| 22.6
| 4.42
| 3.7
| 146
| 53
| 65
| 56
| false
|
Buy
|
Add to core equity +1%
| 6
| -27
|
BrokerD
|
VWAP
| 85
| null | null |
Normal monitoring
| 41
| -4
| 155
| 3
| false
|
Increase defensive factor exposure
|
P4038
|
Opportunistic
|
IRA
|
USD
|
2024-09-29
| 1,688,094
| 58,449
| 1,629,645
| 1
| 61.1
| 13.1
| 17.2
| 8.6
|
AAPL:30.6%;QQQ:34.7%;HYG:34.7%
|
US:68.8;EU:7.9;APAC:12.1;EM:7.8;Other:3.4
|
Value:+0.6;Growth:-0.5;Quality:+0.3;Size:+0.5;Momentum:-0.5;LowVol:+0.3
|
MaxPos5%
| 10
| 35
| 6.8
|
hard 12%
| 184
| 29
|
Bull
| 17.3
| 3.69
| 3.2
| 95
| 36
| 80
| 60
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 33
| -29
|
BrokerA
|
VWAP
| 96
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 99
| -11
| 108
| 3
| false
|
Tax-aware sells next window
|
P4039
|
Opportunistic
|
Trust
|
USD
|
2024-08-03
| 877,773
| 36,707
| 841,066
| 1
| 60.2
| 21.2
| 9.8
| 8.9
|
VNQ:27.6%;AMZN:22.9%;BRK.B:21.9%;QQQ:27.6%
|
US:68.6;EU:13.1;APAC:6.4;EM:11.2;Other:0.6
|
Value:-0.0;Growth:+0.7;Quality:+1.0;Size:+0.6;Momentum:-0.2;LowVol:-0.7
| null | 8
| 35
| 5.6
|
trailing 9%
| 273
| 22.4
|
Bull
| 16.5
| 3.75
| 2
| 73
| 15
| 65
| 54
| false
|
Buy
|
Add to core equity +1%
| 3
| -1
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| 0
| -39
| 109
| 4
| false
|
Tax-aware sells next window
|
P4040
|
Active
|
Taxable
|
USD
|
2024-11-23
| 2,057,164
| 156,298
| 1,900,866
| 1
| 62.9
| 21.7
| 9.3
| 6
|
MUB:23.0%;MSFT:19.4%;HYG:23.0%;VNQ:13.1%;GLD:21.6%
|
US:65.1;EU:8.0;APAC:14.0;EM:9.5;Other:3.4
|
Value:-0.9;Growth:+0.8;Quality:-0.0;Size:+0.9;Momentum:+0.2;LowVol:-0.1
|
NoDerivatives
| 6
| 30
| 5
|
trailing 8%
| 228
| 16.7
|
Bear
| 32.4
| 3.03
| 1.3
| 138
| 6
| 56
| 91
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 11
| -15
|
BrokerC
|
LMT
| 99
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 110
| -45
| 191
| 5
| false
|
Tighten stops on momentum names
|
P4041
|
Hands-off
|
Taxable
|
USD
|
2024-09-12
| 404,937
| 20,405
| 384,532
| 1
| 62.5
| 20.2
| 10.9
| 6.4
|
BRK.B:33.3%;MUB:33.3%;TLT:33.3%
|
US:65.7;EU:7.1;APAC:13.9;EM:9.0;Other:4.2
|
Value:-0.7;Growth:-0.9;Quality:0.0;Size:-0.4;Momentum:-0.9;LowVol:-0.3
|
ESGOnly;MaxPos8%
| 5
| 35
| 3.8
|
hard 10%
| 118
| 15.3
|
Sideways
| 14.9
| 4.37
| 3.4
| 106
| -12
| 50
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -3
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 116
| 14
| 152
| 3
| false
|
Tax-aware sells next window
|
P4042
|
Systematic
|
401k
|
USD
|
2025-05-06
| 842,986
| 46,151
| 796,835
| 1
| 66.5
| 24.8
| 0
| 8.7
|
BRK.B:29.6%;VTI:35.2%;AMZN:35.2%
|
US:65.6;EU:14.8;APAC:9.8;EM:3.9;Other:6.0
|
Value:+0.2;Growth:+0.2;Quality:-0.5;Size:-0.8;Momentum:+0.6;LowVol:+0.6
|
NoDerivatives
| 10
| 30
| 5.9
|
trailing 8%
| 123
| 21.2
|
Bull
| 13
| 4.75
| 2.1
| 101
| 13
| 54
| 36
| false
|
Buy
|
Add to core equity +1%
| -11
| 10
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 41
| -28
| 58
| 5
| false
|
Within IPS guidelines
|
P4043
|
Cautious
|
IRA
|
USD
|
2025-10-17
| 388,287
| 48,994
| 339,293
| 1
| 45.8
| 40.3
| 1.4
| 12.5
|
QQQ:26.3%;HYG:36.8%;AMZN:36.8%
|
US:66.1;EU:13.7;APAC:10.6;EM:6.6;Other:3.0
|
Value:+0.4;Growth:+0.2;Quality:+0.2;Size:-1.0;Momentum:-0.7;LowVol:+0.3
|
NoMargin
| 10
| 30
| 4.9
|
trailing 8%
| 135
| 13.4
|
Bull
| 13
| 4.38
| 2.6
| 119
| 96
| 84
| 39
| true
|
Rebalance
|
Rebalance back to target bands
| 20
| -30
|
BrokerC
|
MKT
| 90
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 41
| 0
| 75
| 4
| false
|
Within IPS guidelines
|
P4044
|
Opportunistic
|
IRA
|
USD
|
2025-07-22
| 1,013,101
| 47,308
| 965,793
| 1.13
| 62.3
| 16.9
| 13.7
| 7.1
|
VTI:33.3%;AAPL:33.3%;HYG:33.3%
|
US:79.5;EU:7.5;APAC:6.9;EM:3.5;Other:2.8
|
Value:+0.1;Growth:-0.7;Quality:+0.5;Size:+0.5;Momentum:+0.2;LowVol:+0.4
|
MaxPos6%
| 6
| 35
| 4.5
|
trailing 7%
| 257
| 26.3
|
Bull
| 12.6
| 3.59
| 3
| 94
| 100
| 100
| 35
| false
|
Buy
|
Add to core equity +1%
| -4
| -21
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 62
| -24
| 201
| 5
| false
|
Monitor dispersion and breadth
|
P4045
|
Hands-off
|
Trust
|
USD
|
2025-09-02
| 496,883
| 23,048
| 473,835
| 1
| 65.8
| 25.2
| 0
| 8.9
|
AAPL:21.5%;QQQ:18.2%;VTI:12.8%;MUB:21.5%;AMZN:11.2%;VOO:14.7%
|
US:76.6;EU:5.4;APAC:9.3;EM:5.2;Other:3.6
|
Value:+0.1;Growth:+0.3;Quality:+0.3;Size:-0.4;Momentum:-0.1;LowVol:+0.7
|
MaxPos5%
| 6
| 35
| 5.7
|
trailing 8%
| 150
| 14.9
|
Sideways
| 16.6
| 4.88
| 2.8
| 117
| 33
| 60
| 57
| false
|
Sell
|
Trim extended winner -1%
| 30
| -27
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 117
| -60
| 115
| 5
| false
|
Monitor dispersion and breadth
|
P4046
|
Systematic
|
Trust
|
USD
|
2025-10-04
| 1,510,844
| 74,394
| 1,436,450
| 1
| 59.3
| 20.9
| 12.1
| 7.7
|
VTI:13.5%;QQQ:22.7%;GLD:22.7%;TLT:18.4%;MUB:22.7%
|
US:59.4;EU:13.6;APAC:16.8;EM:7.3;Other:2.9
|
Value:+0.8;Growth:+0.3;Quality:-0.8;Size:-0.7;Momentum:+0.1;LowVol:-0.2
| null | 8
| 30
| 5.9
|
trailing 9%
| 125
| 27.3
|
Volatile
| 21
| 4.34
| 3.7
| 120
| 78
| 96
| 56
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| -27
|
BrokerC
|
VWAP
| 87
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 87
| 13
| 130
| 5
| false
|
Increase defensive factor exposure
|
P4047
|
Opportunistic
|
Taxable
|
USD
|
2024-08-14
| 1,623,674
| 127,447
| 1,496,227
| 1.06
| 72.7
| 19.8
| 0
| 7.5
|
VOO:33.7%;VNQ:32.6%;IEF:33.7%
|
US:61.6;EU:19.6;APAC:7.8;EM:6.7;Other:4.3
|
Value:+0.1;Growth:+1.0;Quality:-0.2;Size:+0.3;Momentum:-0.5;LowVol:-0.4
|
MaxPos6%
| 7
| 30
| 5.7
|
trailing 9%
| 190
| 22
|
Bull
| 11.1
| 4.98
| 2.4
| 71
| 98
| 100
| 48
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -8
|
BrokerD
|
MKT
| 90
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 4
| 13
| 107
| 3
| false
|
Tighten stops on momentum names
|
P4048
|
Hands-off
|
401k
|
USD
|
2024-10-21
| 770,843
| 76,986
| 693,857
| 1
| 62.7
| 29.2
| 0
| 8.2
|
XLF:16.2%;AMZN:11.3%;GLD:14.6%;TLT:14.3%;MSFT:21.8%;VNQ:21.8%
|
US:66.8;EU:13.3;APAC:10.6;EM:8.7;Other:0.7
|
Value:+0.9;Growth:-0.2;Quality:-0.1;Size:+0.2;Momentum:+1.0;LowVol:-0.2
|
NoDerivatives
| 6
| 35
| 5
|
trailing 8%
| 141
| 14.7
|
Bull
| 11.3
| 4.21
| 2.6
| 106
| 102
| 100
| 31
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -8
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 41
| -59
| 37
| 4
| false
|
Monitor dispersion and breadth
|
P4049
|
Systematic
|
Taxable
|
USD
|
2024-09-29
| 1,812,643
| 156,826
| 1,655,817
| 1
| 64.9
| 24.6
| 1.9
| 8.5
|
HYG:25.0%;MSFT:27.8%;VTI:27.8%;TLT:19.3%
|
US:68.5;EU:11.2;APAC:7.8;EM:10.8;Other:1.6
|
Value:+0.7;Growth:+0.3;Quality:-0.4;Size:-0.6;Momentum:+0.3;LowVol:+0.2
| null | 10
| 30
| 5.7
|
trailing 8%
| 171
| 27.6
|
Sideways
| 17.8
| 4.33
| 2.9
| 124
| -14
| 53
| 52
| false
|
NoAction
|
Within bands; monitor
| 4
| 1
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -39
| 7
| 74
| 4
| false
|
Monitor dispersion and breadth
|
P4050
|
Active
|
Trust
|
USD
|
2024-11-19
| 728,286
| 75,542
| 652,744
| 1
| 64.9
| 27.5
| 0
| 7.7
|
AMZN:33.3%;HYG:33.3%;TLT:33.3%
|
US:67.9;EU:16.7;APAC:10.7;EM:2.8;Other:1.9
|
Value:-0.9;Growth:+0.2;Quality:-0.6;Size:+1.0;Momentum:+0.6;LowVol:+0.6
|
MaxPos7%
| 6
| 25
| 4.3
|
trailing 8%
| 194
| 21.4
|
Bull
| 14.7
| 3.62
| 2.2
| 107
| 106
| 100
| 52
| false
|
Sell
|
Trim extended winner -1%
| 19
| -6
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| 55
| 10
| 56
| 5
| false
|
Tax-aware sells next window
|
P4051
|
Opportunistic
|
Roth
|
USD
|
2025-02-21
| 1,108,489
| 53,673
| 1,054,816
| 1
| 60.3
| 17
| 18.5
| 4.2
|
QQQ:23.8%;GLD:23.8%;XLF:23.8%;VTI:16.6%;MSFT:12.1%
|
US:64.7;EU:7.7;APAC:14.4;EM:8.9;Other:4.3
|
Value:-0.8;Growth:-0.0;Quality:-0.9;Size:+0.7;Momentum:+0.6;LowVol:+0.7
| null | 7
| 35
| 4.6
|
trailing 9%
| 220
| 25.5
|
Bear
| 32.1
| 3.3
| 2.7
| 194
| -76
| 5
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| 3
|
BrokerA
|
VWAP
| 87
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 118
| -50
| 116
| 4
| false
|
Tax-aware sells next window
|
P4052
|
Hands-off
|
IRA
|
USD
|
2025-12-11
| 696,545
| 62,046
| 634,499
| 1
| 67
| 24.7
| 0
| 8.3
|
TLT:33.3%;BND:33.3%;GLD:33.3%
|
US:71.0;EU:6.9;APAC:11.7;EM:8.3;Other:2.0
|
Value:+0.1;Growth:+0.3;Quality:+0.2;Size:+0.7;Momentum:+0.6;LowVol:+0.1
|
ESGOnly
| 10
| 30
| 4.5
|
trailing 10%
| 117
| 15
|
Bear
| 34.4
| 3.84
| 2.6
| 173
| 26
| 77
| 93
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| -3
|
BrokerC
|
LMT
| 86
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 4
| -5
| 46
| 5
| false
|
Monitor dispersion and breadth
|
P4053
|
Systematic
|
Trust
|
USD
|
2024-10-04
| 1,215,797
| 76,140
| 1,139,657
| 1
| 63.7
| 28.1
| 0
| 8.2
|
MUB:22.1%;HYG:7.5%;QQQ:22.1%;VTI:22.1%;AAPL:15.8%;TLT:10.3%
|
US:69.6;EU:8.9;APAC:10.4;EM:6.3;Other:4.7
|
Value:-0.4;Growth:-0.2;Quality:-0.6;Size:+0.2;Momentum:+0.4;LowVol:-0.5
| null | 8
| 35
| 5
|
trailing 8%
| 201
| 21
|
Bear
| 33.2
| 3.97
| 1.7
| 174
| 24
| 75
| 83
| true
|
Rebalance
|
Rebalance back to target bands
| 21
| -22
|
BrokerA
|
MKT
| 95
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -41
| -43
| 61
| 5
| false
|
Within IPS guidelines
|
P4054
|
Opportunistic
|
IRA
|
USD
|
2025-08-20
| 1,590,268
| 64,265
| 1,526,003
| 1
| 64.8
| 12.1
| 16
| 7.1
|
TSLA:8.8%;BRK.B:7.7%;GLD:23.1%;VTI:14.9%;MUB:23.1%;AAPL:22.4%
|
US:73.5;EU:6.4;APAC:6.6;EM:11.5;Other:2.1
|
Value:+0.5;Growth:-0.1;Quality:+0.8;Size:-0.5;Momentum:+0.1;LowVol:-0.0
| null | 8
| 25
| 6.3
|
trailing 9%
| 251
| 33.9
|
Volatile
| 24.6
| 3.96
| 2.3
| 133
| 42
| 75
| 66
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| 8
|
BrokerD
|
LMT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 89
| -40
| 174
| 4
| false
|
Tax-aware sells next window
|
P4055
|
Opportunistic
|
Trust
|
USD
|
2025-04-02
| 1,510,144
| 60,294
| 1,449,850
| 1
| 71.1
| 19.7
| 0.2
| 8.9
|
BRK.B:24.8%;QQQ:12.5%;VOO:24.8%;VTI:24.8%;IEF:13.1%
|
US:72.6;EU:12.1;APAC:4.8;EM:6.8;Other:3.8
|
Value:-0.1;Growth:-0.4;Quality:-0.8;Size:-0.8;Momentum:-0.7;LowVol:-0.9
|
MaxPos5%
| 5
| 35
| 4.3
|
trailing 7%
| 236
| 22.1
|
Bull
| 14.4
| 3.82
| 2.9
| 85
| 95
| 83
| 44
| false
|
Buy
|
Add to core equity +1%
| -7
| -5
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| 101
| 10
| 236
| 5
| false
|
Increase defensive factor exposure
|
P4056
|
Hands-off
|
Trust
|
USD
|
2025-07-20
| 860,378
| 68,085
| 792,293
| 1
| 67.3
| 24.1
| 2.8
| 5.7
|
TSLA:13.1%;MUB:20.6%;VOO:15.2%;MSFT:17.8%;IEF:12.5%;XLF:20.6%
|
US:72.4;EU:14.6;APAC:5.4;EM:7.2;Other:0.4
|
Value:+1.0;Growth:+0.3;Quality:+0.1;Size:+1.0;Momentum:+1.0;LowVol:+0.5
|
ESGOnly;NoDerivatives
| 10
| 25
| 3.8
|
hard 10%
| 108
| 17.6
|
Sideways
| 16.7
| 3.86
| 3.3
| 104
| -12
| 45
| 50
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 32
| -13
|
BrokerB
|
VWAP
| 88
| null | null |
Normal monitoring
| -20
| -24
| 109
| 3
| false
|
Within IPS guidelines
|
P4057
|
Opportunistic
|
Taxable
|
USD
|
2025-09-29
| 937,257
| 82,599
| 854,658
| 1
| 70.5
| 20.2
| 4
| 5.4
|
VOO:33.3%;BND:33.3%;MSFT:33.3%
|
US:61.4;EU:13.6;APAC:12.2;EM:11.7;Other:1.1
|
Value:-0.5;Growth:-0.3;Quality:+0.9;Size:-0.6;Momentum:+0.5;LowVol:+0.1
| null | 8
| 35
| 5.6
|
trailing 9%
| 174
| 26.6
|
Bear
| 27.1
| 3.99
| 1
| 192
| -58
| 22
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -16
|
BrokerA
|
LMT
| 88
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 71
| -49
| 57
| 3
| false
|
Increase defensive factor exposure
|
P4058
|
Opportunistic
|
Taxable
|
USD
|
2025-03-06
| 1,420,831
| 96,758
| 1,324,073
| 1
| 75.9
| 14
| 5.2
| 4.9
|
MSFT:25.1%;IEF:25.1%;AAPL:15.4%;AMZN:25.1%;XLF:9.5%
|
US:66.2;EU:12.3;APAC:16.1;EM:4.7;Other:0.6
|
Value:+0.8;Growth:+0.8;Quality:+0.6;Size:-0.2;Momentum:+0.1;LowVol:-0.8
|
NoDerivatives
| 10
| 35
| 5
|
trailing 7%
| 193
| 23.9
|
Bull
| 18
| 4.19
| 2.5
| 93
| 119
| 100
| 71
| false
|
Sell
|
Trim extended winner -1%
| 30
| -31
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| -56
| 0
| -58
| 4
| false
|
Tighten stops on momentum names
|
P4059
|
Opportunistic
|
Taxable
|
USD
|
2025-11-01
| 330,888
| 18,594
| 312,294
| 1
| 76.7
| 12.9
| 4
| 6.4
|
XLF:24.2%;AMZN:25.3%;VTI:25.3%;TLT:25.1%
|
US:67.5;EU:15.9;APAC:9.0;EM:6.6;Other:1.0
|
Value:-0.3;Growth:-0.2;Quality:-0.7;Size:-0.5;Momentum:+0.6;LowVol:+0.3
| null | 6
| 35
| 5.7
|
trailing 9%
| 249
| 27.6
|
Bull
| 13.1
| 4.81
| 2.6
| 90
| 61
| 76
| 46
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -27
|
BrokerA
|
LMT
| 96
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 30
| 3
| 11
| 5
| false
|
Increase defensive factor exposure
|
P4060
|
Hands-off
|
Trust
|
USD
|
2025-05-22
| 470,277
| 45,963
| 424,314
| 1
| 62.2
| 21.4
| 8.3
| 8.2
|
TLT:12.7%;MSFT:24.7%;VTI:24.7%;HYG:13.3%;IEF:24.7%
|
US:67.4;EU:12.0;APAC:5.2;EM:10.9;Other:4.6
|
Value:+0.6;Growth:+0.1;Quality:+0.9;Size:-0.1;Momentum:-0.1;LowVol:-0.6
|
ESGOnly;MaxPos8%
| 7
| 30
| 4.8
|
trailing 10%
| 90
| 13.1
|
Volatile
| 25
| 4.79
| 2.5
| 119
| -27
| 41
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -14
| -6
|
BrokerD
|
LMT
| 90
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -13
| -11
| 46
| 3
| false
|
Tax-aware sells next window
|
P4061
|
Systematic
|
Taxable
|
USD
|
2024-07-23
| 868,690
| 54,707
| 813,983
| 1
| 67.5
| 26.2
| 0.9
| 5.4
|
TLT:33.3%;QQQ:33.3%;BRK.B:33.3%
|
US:62.9;EU:12.1;APAC:9.7;EM:9.8;Other:5.5
|
Value:-0.2;Growth:-0.8;Quality:+0.8;Size:+0.7;Momentum:-0.5;LowVol:-0.4
| null | 6
| 25
| 5.6
|
trailing 8%
| 154
| 16.8
|
Volatile
| 28.5
| 5.09
| 2.5
| 138
| 73
| 88
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 4
| -32
|
BrokerA
|
LMT
| 85
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 64
| -32
| 176
| 5
| false
|
Tax-aware sells next window
|
P4062
|
Systematic
|
Trust
|
USD
|
2025-06-23
| 1,187,512
| 85,508
| 1,102,004
| 1
| 64.3
| 28.3
| 0
| 7.4
|
BRK.B:21.4%;HYG:20.4%;IEF:21.4%;MSFT:15.3%;BND:21.4%
|
US:65.4;EU:15.5;APAC:9.6;EM:5.9;Other:3.7
|
Value:+0.2;Growth:-0.2;Quality:+0.2;Size:-0.7;Momentum:-0.7;LowVol:-0.4
|
MaxPos5%
| 6
| 25
| 5.2
|
trailing 9%
| 136
| 24.7
|
Volatile
| 29.4
| 4.53
| 3.7
| 176
| 80
| 100
| 80
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 23
| -31
|
BrokerD
|
LMT
| 100
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 56
| -57
| 176
| 2
| false
|
Monitor dispersion and breadth
|
P4063
|
Systematic
|
Roth
|
USD
|
2025-01-26
| 1,871,599
| 80,799
| 1,790,800
| 1
| 58.9
| 23.4
| 11.4
| 6.3
|
MSFT:17.3%;AMZN:27.6%;VNQ:27.6%;BRK.B:27.6%
|
US:65.3;EU:12.9;APAC:12.7;EM:8.5;Other:0.6
|
Value:+0.1;Growth:-0.5;Quality:-0.9;Size:-0.2;Momentum:+1.0;LowVol:+0.1
| null | 10
| 35
| 5.6
|
trailing 9%
| 178
| 26
|
Sideways
| 15.6
| 4.63
| 2.2
| 139
| 58
| 78
| 42
| false
|
Buy
|
Add to core equity +1%
| 26
| 1
|
BrokerB
|
LMT
| 97
| null | null |
Normal monitoring
| 21
| -23
| -12
| 4
| false
|
Increase defensive factor exposure
|
P4064
|
Opportunistic
|
Trust
|
USD
|
2025-02-15
| 698,189
| 40,472
| 657,717
| 1
| 69.9
| 14.4
| 9
| 6.8
|
TLT:33.3%;GLD:33.3%;TSLA:33.3%
|
US:66.1;EU:15.0;APAC:12.3;EM:5.8;Other:0.7
|
Value:-0.7;Growth:-0.6;Quality:0.0;Size:-0.5;Momentum:+1.0;LowVol:-0.9
|
MaxPos5%
| 6
| 30
| 4.1
|
hard 12%
| 175
| 23.8
|
Volatile
| 26.1
| 3.61
| 2.3
| 139
| 66
| 95
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 31
| -4
|
BrokerC
|
MKT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 47
| -32
| 157
| 4
| false
|
Tax-aware sells next window
|
P4065
|
Opportunistic
|
Trust
|
USD
|
2024-08-14
| 794,267
| 68,890
| 725,377
| 1
| 66.1
| 14.4
| 10.9
| 8.6
|
IEF:23.7%;MSFT:23.7%;VTI:13.0%;AAPL:23.7%;MUB:16.0%
|
US:60.3;EU:17.6;APAC:11.6;EM:7.0;Other:3.5
|
Value:+1.0;Growth:+0.5;Quality:+0.5;Size:+0.9;Momentum:+0.9;LowVol:-0.3
|
MaxPos7%;NoDerivatives
| 8
| 25
| 6.9
|
hard 12%
| 193
| 33.8
|
Volatile
| 24.1
| 4.69
| 3.1
| 151
| -33
| 42
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| 10
|
BrokerC
|
MKT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 27
| -32
| 44
| 4
| false
|
Monitor dispersion and breadth
|
P4066
|
Cautious
|
IRA
|
USD
|
2025-02-21
| 693,886
| 90,030
| 603,856
| 1
| 48.2
| 36
| 0
| 15.9
|
GLD:27.7%;VOO:27.7%;AAPL:16.8%;TSLA:27.7%
|
US:67.9;EU:14.9;APAC:10.3;EM:3.9;Other:3.0
|
Value:+0.1;Growth:-0.4;Quality:+0.3;Size:+0.1;Momentum:+0.5;LowVol:-0.4
|
ESGOnly;NoMargin
| 8
| 35
| 3.1
|
trailing 8%
| 126
| 14.5
|
Volatile
| 29.3
| 4.54
| 4.1
| 138
| -36
| 40
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| -4
| -5
|
BrokerC
|
MKT
| 91
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -49
| -6
| -70
| 5
| false
|
Tighten stops on momentum names
|
P4067
|
Active
|
Roth
|
USD
|
2025-01-05
| 2,213,206
| 226,195
| 1,987,011
| 1.19
| 64.1
| 24.5
| 2
| 9.5
|
IEF:14.8%;BND:24.0%;HYG:24.0%;MSFT:13.0%;BRK.B:24.0%
|
US:61.7;EU:14.1;APAC:11.9;EM:10.8;Other:1.5
|
Value:+0.6;Growth:-0.1;Quality:-0.3;Size:+0.8;Momentum:+0.9;LowVol:+0.6
| null | 5
| 25
| 5.3
|
hard 12%
| 219
| 17.5
|
Volatile
| 29.9
| 5.24
| 3.4
| 152
| 7
| 41
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -12
| -31
|
BrokerB
|
VWAP
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 56
| -34
| 94
| 5
| false
|
Monitor dispersion and breadth
|
P4068
|
Opportunistic
|
Roth
|
USD
|
2024-11-17
| 1,675,199
| 134,266
| 1,540,933
| 1.09
| 68
| 18.9
| 6.4
| 6.7
|
BRK.B:24.9%;VNQ:11.8%;BND:24.9%;MUB:13.5%;AMZN:24.9%
|
US:55.7;EU:20.5;APAC:12.5;EM:9.8;Other:1.5
|
Value:-0.1;Growth:+0.2;Quality:-0.7;Size:-0.9;Momentum:+0.9;LowVol:+0.7
| null | 10
| 35
| 7
|
trailing 7%
| 273
| 27.5
|
Sideways
| 14.6
| 3.86
| 2.9
| 139
| 22
| 76
| 45
| false
|
Sell
|
Trim extended winner -1%
| -15
| 5
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 17
| -24
| 3
| 3
| false
|
Increase defensive factor exposure
|
P4069
|
Cautious
|
Taxable
|
USD
|
2024-09-12
| 476,713
| 38,364
| 438,349
| 1
| 40.3
| 31
| 16.2
| 12.5
|
MUB:33.3%;VNQ:33.3%;TLT:33.3%
|
US:66.2;EU:12.6;APAC:14.3;EM:5.6;Other:1.2
|
Value:+0.6;Growth:-0.1;Quality:+0.7;Size:+0.3;Momentum:-0.7;LowVol:+0.9
|
NoMargin
| 8
| 35
| 3.1
|
trailing 8%
| 109
| 12.2
|
Sideways
| 15.8
| 4.93
| 2.7
| 119
| 52
| 74
| 25
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| 7
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 12
| -25
| 88
| 4
| false
|
Tax-aware sells next window
|
P4070
|
Hands-off
|
IRA
|
USD
|
2025-05-26
| 393,681
| 19,122
| 374,559
| 1
| 55.7
| 18
| 18.1
| 8.2
|
TLT:33.3%;MSFT:33.3%;VTI:33.3%
|
US:71.8;EU:13.3;APAC:5.9;EM:4.8;Other:4.1
|
Value:-0.5;Growth:+0.6;Quality:-0.9;Size:+1.0;Momentum:-0.6;LowVol:-0.1
|
ESGOnly
| 10
| 25
| 3.7
|
trailing 8%
| 98
| 15.9
|
Bear
| 23.2
| 3.34
| 2.4
| 146
| -28
| 51
| 49
| false
|
Buy
|
Add to core equity +1%
| 20
| 1
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 26
| -15
| -14
| 4
| false
|
Tighten stops on momentum names
|
P4071
|
Systematic
|
Trust
|
USD
|
2025-03-27
| 1,869,558
| 106,358
| 1,763,200
| 1
| 55.7
| 30.9
| 5.3
| 8.1
|
BRK.B:19.2%;BND:26.9%;VNQ:26.9%;TLT:26.9%
|
US:74.6;EU:8.1;APAC:9.0;EM:5.5;Other:2.9
|
Value:-0.3;Growth:-0.2;Quality:+0.8;Size:+1.0;Momentum:+0.7;LowVol:+0.7
|
MaxPos5%;NoDerivatives
| 8
| 25
| 4.6
|
hard 12%
| 226
| 21.4
|
Volatile
| 27.8
| 3.81
| 3
| 175
| -44
| 16
| 62
| false
|
Sell
|
Trim extended winner -1%
| 25
| 8
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 109
| 6
| 232
| 4
| false
|
Monitor dispersion and breadth
|
P4072
|
Hands-off
|
401k
|
USD
|
2024-07-11
| 559,975
| 30,548
| 529,427
| 1
| 62.5
| 29.7
| 2.7
| 5.2
|
AAPL:28.4%;XLF:28.2%;MUB:14.9%;IEF:28.4%
|
US:62.0;EU:15.6;APAC:13.8;EM:6.8;Other:1.9
|
Value:+0.1;Growth:+0.4;Quality:-0.5;Size:-0.0;Momentum:-0.8;LowVol:-0.1
|
NoDerivatives
| 10
| 30
| 3.4
|
trailing 10%
| 100
| 16.8
|
Bear
| 26.9
| 3.99
| 2.6
| 202
| -21
| 52
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| -39
|
BrokerA
|
MKT
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 84
| -32
| 183
| 4
| false
|
Monitor dispersion and breadth
|
P4073
|
Active
|
Trust
|
USD
|
2025-05-08
| 599,830
| 42,102
| 557,728
| 1
| 65.1
| 27.7
| 0
| 7.1
|
VTI:27.5%;VNQ:27.5%;AMZN:17.5%;VOO:27.5%
|
US:62.2;EU:20.5;APAC:9.2;EM:3.9;Other:4.3
|
Value:-0.1;Growth:+0.4;Quality:+0.4;Size:-0.2;Momentum:+0.9;LowVol:-0.2
|
NoDerivatives
| 7
| 35
| 5
|
trailing 8%
| 187
| 24.4
|
Sideways
| 19.6
| 4.94
| 2.8
| 136
| 9
| 46
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| -30
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| -60
| -59
| -37
| 3
| false
|
Tax-aware sells next window
|
P4074
|
Active
|
401k
|
USD
|
2025-01-12
| 816,849
| 76,323
| 740,526
| 1
| 61
| 24.6
| 6.6
| 7.9
|
IEF:19.1%;AMZN:23.7%;VTI:23.7%;VOO:9.9%;QQQ:23.7%
|
US:68.1;EU:10.8;APAC:12.4;EM:7.8;Other:0.9
|
Value:+0.1;Growth:+1.0;Quality:+1.0;Size:-1.0;Momentum:+0.2;LowVol:+0.4
| null | 5
| 30
| 4.9
|
trailing 9%
| 163
| 26.3
|
Bear
| 31.5
| 4.49
| 2.8
| 132
| -8
| 55
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 35
| -17
|
BrokerC
|
MKT
| 88
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 36
| -48
| 136
| 2
| false
|
Tighten stops on momentum names
|
P4075
|
Cautious
|
Roth
|
USD
|
2025-03-16
| 883,594
| 136,114
| 747,480
| 1
| 44.2
| 40.5
| 0
| 15.4
|
MUB:27.7%;AAPL:16.8%;VNQ:27.7%;MSFT:27.7%
|
US:59.2;EU:13.8;APAC:12.1;EM:11.7;Other:3.2
|
Value:-0.4;Growth:+0.1;Quality:+0.2;Size:+0.9;Momentum:+0.3;LowVol:-1.0
|
MaxPos6%;NoDerivatives;NoMargin
| 6
| 25
| 3.8
|
hard 10%
| 110
| 16.4
|
Volatile
| 22.6
| 3.88
| 2.7
| 135
| -44
| 15
| 43
| true
|
Rebalance
|
Rebalance back to target bands
| 14
| -35
|
BrokerC
|
MKT
| 99
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 36
| -47
| -3
| 5
| false
|
Within IPS guidelines
|
P4076
|
Hands-off
|
Taxable
|
USD
|
2025-09-28
| 150,846
| 12,452
| 138,394
| 1
| 57.4
| 25.8
| 8.5
| 8.3
|
VNQ:16.3%;IEF:27.9%;QQQ:27.9%;MUB:27.9%
|
US:62.5;EU:19.3;APAC:7.6;EM:8.2;Other:2.4
|
Value:+0.4;Growth:0.0;Quality:-0.9;Size:-0.1;Momentum:-0.9;LowVol:+0.4
|
ESGOnly
| 5
| 25
| 5.9
|
hard 10%
| 126
| 18.9
|
Bear
| 29.8
| 4.29
| 2.1
| 173
| -56
| 13
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| 8
|
BrokerA
|
LMT
| 91
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 96
| -57
| 86
| 5
| true
|
Tighten stops on momentum names
|
P4077
|
Hands-off
|
Trust
|
USD
|
2025-04-22
| 167,608
| 14,523
| 153,085
| 1
| 66.6
| 26.2
| 0
| 7.2
|
QQQ:13.9%;IEF:27.0%;AAPL:17.1%;BND:15.1%;VTI:27.0%
|
US:76.5;EU:7.8;APAC:6.9;EM:8.5;Other:0.3
|
Value:+0.7;Growth:+0.5;Quality:-0.1;Size:-0.7;Momentum:+0.4;LowVol:-0.3
| null | 5
| 25
| 3.6
|
trailing 8%
| 113
| 15.8
|
Volatile
| 29.1
| 4.62
| 4.2
| 163
| 18
| 69
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 10
| -28
|
BrokerC
|
LMT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 72
| -57
| 80
| 3
| true
|
Tax-aware sells next window
|
P4078
|
Hands-off
|
Trust
|
USD
|
2025-01-12
| 788,917
| 56,705
| 732,212
| 1
| 66.8
| 23
| 3.4
| 6.7
|
BRK.B:13.7%;TSLA:20.5%;TLT:18.7%;HYG:23.6%;VNQ:23.6%
|
US:58.4;EU:19.9;APAC:11.4;EM:9.4;Other:1.0
|
Value:-0.4;Growth:-0.4;Quality:+0.9;Size:+0.6;Momentum:-0.8;LowVol:-0.4
|
MaxPos5%;NoDerivatives
| 5
| 25
| 3.7
|
trailing 8%
| 163
| 13.9
|
Bull
| 13.1
| 4.07
| 2.5
| 112
| 109
| 97
| 39
| false
|
NoAction
|
Within bands; monitor
| 30
| -7
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -2
| 9
| -23
| 5
| false
|
Tighten stops on momentum names
|
P4079
|
Systematic
|
Taxable
|
USD
|
2025-06-30
| 1,917,597
| 183,718
| 1,733,879
| 1
| 61.5
| 33.1
| 0
| 5.4
|
TSLA:21.2%;BND:12.0%;GLD:15.9%;BRK.B:20.8%;AAPL:9.0%;VOO:21.2%
|
US:74.6;EU:11.5;APAC:8.8;EM:5.0;Other:0.2
|
Value:+0.4;Growth:+0.1;Quality:+0.6;Size:+0.9;Momentum:+0.6;LowVol:+0.2
| null | 8
| 35
| 5.8
|
trailing 8%
| 196
| 25.1
|
Volatile
| 26.7
| 3.77
| 2.8
| 175
| 2
| 64
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 21
| -25
|
BrokerA
|
LMT
| 100
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 99
| -30
| 161
| 4
| false
|
Tax-aware sells next window
|
P4080
|
Cautious
|
Trust
|
USD
|
2024-12-22
| 303,925
| 48,023
| 255,902
| 1
| 41
| 42.8
| 0.7
| 15.5
|
XLF:28.5%;TLT:18.9%;GLD:24.1%;TSLA:28.5%
|
US:68.4;EU:15.3;APAC:6.4;EM:7.0;Other:2.9
|
Value:+0.1;Growth:-0.4;Quality:+0.1;Size:+0.3;Momentum:+1.0;LowVol:+0.7
|
ESGOnly;NoMargin
| 5
| 35
| 5.4
|
trailing 8%
| 109
| 19.6
|
Bull
| 16
| 3.7
| 3.5
| 109
| 54
| 72
| 30
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| 10
|
BrokerD
|
VWAP
| 91
| null | null |
Normal monitoring
| -58
| -51
| 1
| 3
| false
|
Within IPS guidelines
|
P4081
|
Active
|
Taxable
|
USD
|
2025-08-22
| 1,883,334
| 134,285
| 1,749,049
| 1
| 67.8
| 20.9
| 4
| 7.3
|
TSLA:10.9%;BND:15.9%;MUB:23.1%;QQQ:10.1%;HYG:23.1%;GLD:17.0%
|
US:75.2;EU:9.3;APAC:10.0;EM:4.2;Other:1.3
|
Value:-0.8;Growth:-0.2;Quality:+0.6;Size:-0.2;Momentum:-0.2;LowVol:-0.2
| null | 6
| 35
| 4.8
|
hard 12%
| 124
| 26
|
Bear
| 33.2
| 3.38
| 1.4
| 176
| -28
| 48
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| -4
|
BrokerB
|
LMT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 75
| -56
| 191
| 5
| false
|
Increase defensive factor exposure
|
P4082
|
Cautious
|
Trust
|
USD
|
2025-09-08
| 514,787
| 46,315
| 468,472
| 1
| 46
| 42.8
| 0
| 11.2
|
GLD:33.3%;AMZN:33.3%;HYG:33.3%
|
US:72.3;EU:7.8;APAC:12.6;EM:5.2;Other:2.1
|
Value:-0.2;Growth:+0.8;Quality:-0.9;Size:-0.5;Momentum:-0.8;LowVol:-1.0
|
NoDerivatives;NoMargin
| 7
| 30
| 4.1
|
hard 10%
| 147
| 16.5
|
Bull
| 17.1
| 3.56
| 2.2
| 94
| 17
| 52
| 39
| false
|
Buy
|
Add to core equity +1%
| -2
| -34
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| 78
| -29
| 119
| 4
| false
|
Within IPS guidelines
|
P4083
|
Opportunistic
|
Roth
|
USD
|
2024-10-02
| 1,682,929
| 67,943
| 1,614,986
| 1
| 66.5
| 11.6
| 14.9
| 7
|
XLF:33.3%;MUB:33.3%;BRK.B:33.3%
|
US:58.9;EU:14.1;APAC:14.1;EM:9.3;Other:3.5
|
Value:+0.4;Growth:-0.5;Quality:+0.1;Size:-0.6;Momentum:+0.9;LowVol:-0.3
|
MaxPos8%
| 8
| 35
| 5.1
|
trailing 9%
| 221
| 26.1
|
Bull
| 16.9
| 3.74
| 3.4
| 87
| 16
| 43
| 43
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -17
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 103
| -11
| 151
| 3
| false
|
Tighten stops on momentum names
|
P4084
|
Systematic
|
Roth
|
USD
|
2024-08-04
| 1,990,874
| 175,432
| 1,815,442
| 1
| 58.1
| 22
| 14.8
| 5.1
|
BND:27.1%;QQQ:18.8%;MSFT:27.1%;GLD:27.1%
|
US:62.1;EU:14.6;APAC:9.0;EM:10.5;Other:3.8
|
Value:-0.6;Growth:+0.9;Quality:-0.7;Size:+0.5;Momentum:-0.2;LowVol:-0.7
| null | 8
| 30
| 5.6
|
hard 12%
| 193
| 25.1
|
Volatile
| 30.2
| 4.04
| 2.8
| 144
| -11
| 59
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 6
| 8
|
BrokerC
|
LMT
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 27
| -30
| 55
| 2
| false
|
Increase defensive factor exposure
|
P4085
|
Cautious
|
Roth
|
USD
|
2025-08-30
| 208,404
| 28,559
| 179,845
| 1
| 49.8
| 33.6
| 2.5
| 14.1
|
IEF:24.3%;TLT:23.9%;VOO:25.9%;BND:25.9%
|
US:74.5;EU:10.2;APAC:7.8;EM:6.8;Other:0.6
|
Value:-0.5;Growth:+0.4;Quality:-0.6;Size:-0.2;Momentum:+0.9;LowVol:-0.5
|
ESGOnly;MaxPos6%;NoMargin
| 7
| 30
| 3
|
hard 10%
| 108
| 16.6
|
Bear
| 24.7
| 4.43
| 1.8
| 171
| -117
| 5
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| -26
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 74
| 2
| 208
| 3
| false
|
Tighten stops on momentum names
|
P4086
|
Opportunistic
|
Roth
|
USD
|
2025-10-04
| 519,077
| 20,790
| 498,287
| 1
| 73.5
| 20.8
| 0
| 5.7
|
VOO:20.8%;MUB:9.5%;MSFT:17.6%;AAPL:17.1%;BND:21.2%;TSLA:13.8%
|
US:75.0;EU:9.9;APAC:5.8;EM:6.3;Other:2.9
|
Value:+0.8;Growth:+0.2;Quality:-0.8;Size:-0.2;Momentum:-0.5;LowVol:+0.3
|
MaxPos5%
| 10
| 25
| 4
|
trailing 9%
| 171
| 32.2
|
Volatile
| 31.9
| 4.36
| 3
| 171
| -15
| 31
| 92
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -31
|
BrokerA
|
MKT
| 85
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 114
| -58
| 204
| 5
| false
|
Increase defensive factor exposure
|
P4087
|
Hands-off
|
IRA
|
USD
|
2025-08-21
| 602,372
| 48,300
| 554,072
| 1
| 58.9
| 19.5
| 15.1
| 6.5
|
MUB:21.6%;AMZN:21.6%;HYG:21.6%;QQQ:19.1%;XLF:16.3%
|
US:68.3;EU:13.8;APAC:11.4;EM:5.1;Other:1.4
|
Value:-0.0;Growth:+0.8;Quality:+0.8;Size:-0.2;Momentum:-0.6;LowVol:+0.4
|
MaxPos7%
| 7
| 30
| 4.8
|
trailing 10%
| 122
| 19.1
|
Volatile
| 25.4
| 4.59
| 3.1
| 117
| 75
| 84
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| 0
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 29
| -8
| 29
| 5
| false
|
Tax-aware sells next window
|
P4088
|
Systematic
|
Roth
|
USD
|
2025-05-20
| 1,379,510
| 85,484
| 1,294,026
| 1
| 61.9
| 28.6
| 0
| 9.5
|
TLT:30.9%;AAPL:34.6%;BRK.B:34.6%
|
US:75.7;EU:5.8;APAC:5.6;EM:9.1;Other:3.8
|
Value:+0.4;Growth:-1.0;Quality:-0.2;Size:-0.8;Momentum:+0.3;LowVol:-0.8
| null | 10
| 30
| 4.3
|
hard 12%
| 226
| 21.3
|
Volatile
| 28.2
| 4.16
| 2.2
| 146
| -34
| 19
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 24
| -22
|
BrokerC
|
VWAP
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 43
| -54
| 136
| 2
| false
|
Tax-aware sells next window
|
P4089
|
Hands-off
|
Roth
|
USD
|
2024-11-08
| 388,435
| 26,593
| 361,842
| 1
| 61.2
| 20.8
| 11.5
| 6.6
|
BND:28.6%;AMZN:15.3%;MSFT:28.6%;AAPL:27.6%
|
US:71.5;EU:8.9;APAC:16.1;EM:3.4;Other:0.1
|
Value:-0.4;Growth:-0.5;Quality:-0.8;Size:-0.1;Momentum:+0.8;LowVol:-0.3
|
NoDerivatives
| 7
| 25
| 3.4
|
hard 10%
| 122
| 19.8
|
Bear
| 33.4
| 4.23
| 3
| 139
| 29
| 73
| 89
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 8
| -4
|
BrokerA
|
MKT
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 93
| -52
| 107
| 3
| false
|
Increase defensive factor exposure
|
P4090
|
Opportunistic
|
Trust
|
USD
|
2025-12-15
| 1,428,392
| 62,701
| 1,365,691
| 1
| 76.8
| 17.6
| 0
| 5.7
|
VNQ:19.8%;QQQ:20.7%;MUB:20.7%;VOO:13.0%;BRK.B:6.0%;MSFT:19.8%
|
US:64.2;EU:17.5;APAC:6.5;EM:9.7;Other:2.0
|
Value:-0.8;Growth:+0.4;Quality:-0.9;Size:-0.1;Momentum:-0.7;LowVol:+0.8
|
MaxPos6%
| 10
| 35
| 5.9
|
trailing 7%
| 201
| 20.7
|
Bull
| 14
| 4.38
| 2.9
| 100
| 114
| 100
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -16
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| -33
| -5
| 70
| 4
| false
|
Increase defensive factor exposure
|
P4091
|
Opportunistic
|
Trust
|
USD
|
2025-05-21
| 401,044
| 32,306
| 368,738
| 1
| 61.3
| 10.9
| 23.5
| 4.2
|
IEF:22.9%;QQQ:18.8%;GLD:20.2%;VTI:22.9%;MUB:15.2%
|
US:67.8;EU:16.2;APAC:5.9;EM:5.4;Other:4.6
|
Value:+0.1;Growth:+0.5;Quality:+0.8;Size:+0.2;Momentum:-0.8;LowVol:+0.7
|
MaxPos6%;NoDerivatives
| 10
| 35
| 5.1
|
trailing 9%
| 248
| 20.8
|
Bull
| 17.4
| 3.68
| 2.8
| 72
| 62
| 68
| 43
| false
|
NoAction
|
Within bands; monitor
| 33
| -25
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 3
| 16
| -22
| 4
| false
|
Within IPS guidelines
|
P4092
|
Active
|
Taxable
|
USD
|
2025-09-13
| 1,786,612
| 151,424
| 1,635,188
| 1.11
| 64.3
| 29.1
| 0
| 6.6
|
XLF:26.2%;MSFT:21.5%;HYG:26.2%;GLD:26.2%
|
US:59.1;EU:13.1;APAC:11.9;EM:12.2;Other:3.8
|
Value:+0.7;Growth:-0.6;Quality:+1.0;Size:+0.8;Momentum:-0.7;LowVol:+0.1
|
MaxPos6%
| 6
| 35
| 6
|
hard 12%
| 224
| 21.2
|
Volatile
| 21
| 4.6
| 2.6
| 155
| 56
| 76
| 61
| false
|
Sell
|
Trim extended winner -1%
| -7
| 15
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 79
| -18
| 188
| 5
| false
|
Tax-aware sells next window
|
P4093
|
Opportunistic
|
IRA
|
USD
|
2025-02-13
| 1,395,217
| 118,514
| 1,276,703
| 1.14
| 62.8
| 10.7
| 21.6
| 4.9
|
GLD:33.3%;AMZN:33.3%;MUB:33.3%
|
US:60.6;EU:17.1;APAC:11.0;EM:7.5;Other:3.8
|
Value:+0.4;Growth:+0.2;Quality:-0.1;Size:-0.7;Momentum:-0.2;LowVol:+0.2
| null | 6
| 35
| 6.3
|
hard 12%
| 244
| 32
|
Sideways
| 18.6
| 3.73
| 3.4
| 101
| 49
| 75
| 63
| false
|
Sell
|
Trim extended winner -1%
| 10
| 5
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| -6
| 5
| 132
| 5
| false
|
Monitor dispersion and breadth
|
P4094
|
Cautious
|
401k
|
USD
|
2025-01-01
| 277,754
| 38,675
| 239,079
| 1
| 41.6
| 32.9
| 8.9
| 16.5
|
BRK.B:28.3%;AMZN:15.1%;VNQ:28.3%;MSFT:28.3%
|
US:66.7;EU:9.0;APAC:15.0;EM:7.9;Other:1.5
|
Value:-0.6;Growth:-1.0;Quality:+0.8;Size:-0.9;Momentum:-1.0;LowVol:+0.7
|
NoDerivatives;NoMargin
| 7
| 30
| 3.6
|
trailing 8%
| 98
| 19.8
|
Sideways
| 18.4
| 4.54
| 2.8
| 102
| -22
| 42
| 44
| false
|
Sell
|
Trim extended winner -1%
| 15
| -15
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| 58
| -3
| 184
| 3
| false
|
Within IPS guidelines
|
P4095
|
Hands-off
|
Taxable
|
USD
|
2024-08-06
| 555,005
| 35,292
| 519,713
| 1
| 65.6
| 26.6
| 0
| 7.7
|
TSLA:33.3%;TLT:33.3%;BND:33.3%
|
US:69.4;EU:10.5;APAC:12.3;EM:7.8;Other:0.0
|
Value:+0.9;Growth:-0.6;Quality:+0.2;Size:+0.5;Momentum:-0.8;LowVol:-0.0
|
ESGOnly
| 8
| 35
| 5.4
|
trailing 10%
| 151
| 16.9
|
Volatile
| 22.4
| 4.34
| 3.5
| 134
| 78
| 96
| 61
| false
|
Sell
|
Trim extended winner -1%
| 4
| 4
|
BrokerB
|
VWAP
| 92
| null | null |
Normal monitoring
| -27
| 8
| 93
| 4
| false
|
Monitor dispersion and breadth
|
P4096
|
Opportunistic
|
401k
|
USD
|
2024-08-16
| 1,294,990
| 92,178
| 1,202,812
| 1
| 68.3
| 17.2
| 7.6
| 7
|
AAPL:17.6%;MSFT:24.8%;HYG:19.6%;TLT:13.1%;IEF:24.8%
|
US:73.6;EU:12.2;APAC:6.8;EM:6.2;Other:1.2
|
Value:+0.3;Growth:+0.1;Quality:+0.4;Size:-0.8;Momentum:+1.0;LowVol:+0.4
| null | 6
| 30
| 5
|
trailing 9%
| 161
| 27.2
|
Sideways
| 18.6
| 4.28
| 3.1
| 137
| 52
| 67
| 57
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -9
| -36
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| -46
| -13
| 30
| 4
| false
|
Within IPS guidelines
|
P4097
|
Active
|
Roth
|
USD
|
2025-03-26
| 913,491
| 84,358
| 829,133
| 1
| 61.8
| 20.5
| 8.5
| 9.2
|
BRK.B:22.6%;VTI:22.6%;TSLA:22.6%;AMZN:18.0%;MSFT:14.1%
|
US:72.3;EU:8.9;APAC:5.8;EM:8.5;Other:4.5
|
Value:+0.7;Growth:-0.5;Quality:+0.3;Size:-0.3;Momentum:+0.2;LowVol:+0.6
|
NoDerivatives
| 8
| 30
| 4.2
|
hard 12%
| 182
| 21.5
|
Bull
| 18
| 3.99
| 3.3
| 73
| 2
| 45
| 51
| false
|
NoAction
|
Within bands; monitor
| 27
| -3
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 68
| -27
| 208
| 3
| false
|
Within IPS guidelines
|
P4098
|
Hands-off
|
IRA
|
USD
|
2025-11-14
| 310,797
| 29,220
| 281,577
| 1
| 64.5
| 20.2
| 6.3
| 9
|
TSLA:25.0%;VOO:25.0%;TLT:25.0%;MSFT:25.0%
|
US:60.1;EU:19.1;APAC:12.0;EM:8.2;Other:0.7
|
Value:-0.0;Growth:+0.9;Quality:+0.4;Size:-0.2;Momentum:+0.4;LowVol:+1.0
|
ESGOnly;NoDerivatives
| 10
| 35
| 4.2
|
hard 10%
| 143
| 14.1
|
Sideways
| 19.4
| 4.39
| 2.7
| 138
| -9
| 47
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -6
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 94
| 18
| 115
| 3
| false
|
Increase defensive factor exposure
|
P4099
|
Hands-off
|
IRA
|
USD
|
2025-04-27
| 860,830
| 82,604
| 778,226
| 1
| 55.6
| 16.2
| 22.5
| 5.7
|
VTI:33.3%;TLT:33.3%;BND:33.3%
|
US:68.8;EU:13.9;APAC:8.4;EM:8.1;Other:0.9
|
Value:-0.0;Growth:+0.9;Quality:-0.2;Size:+0.4;Momentum:-0.1;LowVol:+0.8
|
MaxPos5%
| 7
| 35
| 4.9
|
hard 10%
| 144
| 19.6
|
Bear
| 24.3
| 3.14
| 2.7
| 200
| -99
| 5
| 61
| false
|
NoAction
|
Within bands; monitor
| 4
| -31
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| -53
| -12
| 4
| 3
| false
|
Increase defensive factor exposure
|
P4100
|
Opportunistic
|
IRA
|
USD
|
2025-01-10
| 1,328,266
| 69,111
| 1,259,155
| 1
| 69.1
| 19.9
| 2.8
| 8.1
|
VNQ:15.4%;TLT:24.0%;QQQ:13.8%;TSLA:22.9%;VTI:24.0%
|
US:59.5;EU:14.8;APAC:9.9;EM:11.9;Other:3.9
|
Value:+0.5;Growth:+0.9;Quality:-1.0;Size:-0.9;Momentum:-0.2;LowVol:+0.5
|
MaxPos6%
| 10
| 30
| 4.4
|
trailing 7%
| 252
| 21.5
|
Bull
| 15
| 4.07
| 2.6
| 77
| 28
| 49
| 55
| false
|
Sell
|
Trim extended winner -1%
| 21
| -33
|
BrokerC
|
VWAP
| 95
| null | null |
Normal monitoring
| 39
| 19
| 40
| 4
| false
|
Tighten stops on momentum names
|
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