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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4601
|
Active
|
Trust
|
USD
|
2025-03-03
| 1,617,267
| 107,243
| 1,510,024
| 1.05
| 68.4
| 21.4
| 3.1
| 7.1
|
XLF:33.3%;VOO:33.3%;IEF:33.3%
|
US:71.3;EU:6.9;APAC:13.9;EM:5.3;Other:2.6
|
Value:+0.9;Growth:+0.5;Quality:+0.4;Size:-0.2;Momentum:+0.3;LowVol:-0.5
| null | 5
| 35
| 4.6
|
trailing 9%
| 171
| 26.2
|
Bear
| 27.3
| 3.62
| 1.1
| 161
| -52
| 34
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| 3
|
BrokerB
|
VWAP
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 35
| -59
| 100
| 3
| false
|
Tax-aware sells next window
|
P4602
|
Active
|
401k
|
USD
|
2025-10-07
| 509,702
| 43,239
| 466,463
| 1.09
| 64.3
| 27.3
| 0
| 8.4
|
TSLA:23.5%;IEF:20.7%;GLD:23.2%;MUB:23.5%;HYG:9.2%
|
US:65.2;EU:10.0;APAC:14.4;EM:8.7;Other:1.6
|
Value:+0.3;Growth:-1.0;Quality:+0.6;Size:-0.2;Momentum:-1.0;LowVol:-0.6
|
MaxPos6%
| 10
| 30
| 5.1
|
trailing 8%
| 189
| 20.1
|
Sideways
| 21.3
| 4.98
| 3.4
| 128
| 26
| 68
| 51
| false
|
Buy
|
Add to core equity +1%
| -14
| -34
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 13
| -46
| 149
| 5
| false
|
Increase defensive factor exposure
|
P4603
|
Cautious
|
Trust
|
USD
|
2025-02-05
| 448,005
| 65,708
| 382,297
| 1
| 41.8
| 36.6
| 6.5
| 15
|
QQQ:20.2%;AMZN:12.6%;VTI:19.1%;AAPL:15.3%;VNQ:19.6%;HYG:13.2%
|
US:67.8;EU:17.0;APAC:8.7;EM:4.1;Other:2.5
|
Value:+0.7;Growth:-1.0;Quality:-0.3;Size:-0.4;Momentum:+0.8;LowVol:+0.8
|
ESGOnly;NoMargin
| 8
| 30
| 5.7
|
trailing 8%
| 105
| 19
|
Sideways
| 19.2
| 3.56
| 3.1
| 137
| 15
| 69
| 43
| false
|
NoAction
|
Within bands; monitor
| 25
| -13
|
BrokerD
|
VWAP
| 89
| null | null |
Normal monitoring
| -21
| -3
| 77
| 3
| false
|
Tax-aware sells next window
|
P4604
|
Hands-off
|
IRA
|
USD
|
2025-10-29
| 176,573
| 10,229
| 166,344
| 1
| 69.3
| 21.7
| 0
| 9
|
XLF:18.8%;HYG:18.6%;IEF:20.2%;QQQ:5.5%;VTI:20.2%;BRK.B:16.5%
|
US:73.0;EU:16.4;APAC:5.5;EM:3.5;Other:1.7
|
Value:+0.7;Growth:-0.7;Quality:-0.5;Size:-0.5;Momentum:-0.7;LowVol:-0.9
|
ESGOnly;MaxPos6%
| 7
| 25
| 3.2
|
trailing 8%
| 108
| 16.6
|
Bull
| 13.9
| 3.77
| 2.2
| 74
| 29
| 76
| 45
| false
|
Buy
|
Add to core equity +1%
| 35
| -40
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| 101
| -15
| 203
| 3
| false
|
Tighten stops on momentum names
|
P4605
|
Active
|
401k
|
USD
|
2025-02-13
| 1,253,533
| 141,407
| 1,112,126
| 1
| 59.2
| 23.7
| 10.2
| 6.8
|
TLT:19.2%;AMZN:23.3%;MUB:23.3%;BRK.B:23.3%;GLD:11.0%
|
US:69.2;EU:10.1;APAC:10.3;EM:8.1;Other:2.3
|
Value:+0.6;Growth:+0.9;Quality:+0.1;Size:+0.7;Momentum:+0.9;LowVol:-0.3
| null | 6
| 25
| 5.3
|
trailing 9%
| 127
| 16.5
|
Sideways
| 17.7
| 4.92
| 2.7
| 118
| 25
| 55
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 10
| 10
|
BrokerC
|
VWAP
| 99
| null | null |
Normal monitoring
| 84
| -51
| 176
| 3
| false
|
Tighten stops on momentum names
|
P4606
|
Opportunistic
|
IRA
|
USD
|
2025-09-04
| 1,152,228
| 56,224
| 1,096,004
| 1
| 70
| 17.7
| 5
| 7.3
|
QQQ:28.4%;VNQ:14.8%;HYG:28.4%;XLF:28.4%
|
US:76.9;EU:7.7;APAC:8.2;EM:3.9;Other:3.2
|
Value:0.0;Growth:+0.9;Quality:+0.1;Size:0.0;Momentum:+0.5;LowVol:-0.4
|
MaxPos7%
| 6
| 25
| 5.9
|
trailing 9%
| 213
| 23.8
|
Sideways
| 19.4
| 3.78
| 3.2
| 91
| 16
| 48
| 69
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 11
| -27
|
BrokerD
|
LMT
| 87
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -42
| 8
| 55
| 3
| true
|
Increase defensive factor exposure
|
P4607
|
Systematic
|
Roth
|
USD
|
2024-07-26
| 663,425
| 33,686
| 629,739
| 1
| 69.1
| 22.9
| 0
| 8
|
BRK.B:31.4%;GLD:34.3%;XLF:34.3%
|
US:71.5;EU:11.1;APAC:10.8;EM:5.8;Other:0.7
|
Value:-0.5;Growth:+0.7;Quality:+0.2;Size:-0.6;Momentum:-0.2;LowVol:-0.1
| null | 6
| 25
| 4.2
|
trailing 8%
| 150
| 26.4
|
Bull
| 12.4
| 3.74
| 2.4
| 109
| 25
| 57
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| 9
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| -43
| -57
| 30
| 4
| false
|
Monitor dispersion and breadth
|
P4608
|
Cautious
|
Taxable
|
USD
|
2025-01-19
| 663,874
| 62,692
| 601,182
| 1
| 48.5
| 38.5
| 0
| 12.9
|
AMZN:22.9%;MSFT:22.9%;GLD:22.9%;VTI:8.6%;TSLA:22.9%
|
US:70.9;EU:11.7;APAC:6.7;EM:10.7;Other:0.0
|
Value:-0.9;Growth:+0.6;Quality:-0.8;Size:-0.3;Momentum:+0.2;LowVol:-0.4
|
ESGOnly;MaxPos5%;NoMargin
| 6
| 30
| 4.3
|
trailing 8%
| 125
| 14.7
|
Volatile
| 23.3
| 5.46
| 2.5
| 114
| 46
| 73
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -3
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 115
| -51
| 245
| 3
| false
|
Monitor dispersion and breadth
|
P4609
|
Active
|
IRA
|
USD
|
2025-02-06
| 2,147,717
| 257,560
| 1,890,157
| 1
| 59.1
| 27.9
| 5.1
| 7.9
|
AMZN:23.3%;IEF:23.3%;TSLA:23.3%;MSFT:11.3%;XLF:18.7%
|
US:66.0;EU:16.7;APAC:4.7;EM:8.1;Other:4.5
|
Value:-0.7;Growth:+1.0;Quality:-0.7;Size:+0.8;Momentum:-0.1;LowVol:-0.0
|
NoDerivatives
| 5
| 35
| 4.3
|
hard 12%
| 123
| 27.2
|
Volatile
| 27.3
| 5.36
| 3.9
| 176
| 12
| 62
| 64
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 5
| 7
|
BrokerD
|
MKT
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 115
| -7
| 135
| 5
| false
|
Within IPS guidelines
|
P4610
|
Hands-off
|
Trust
|
USD
|
2025-03-04
| 520,391
| 29,761
| 490,630
| 1
| 62.4
| 25.8
| 3.9
| 7.9
|
HYG:20.7%;BND:12.8%;GLD:14.6%;VTI:20.7%;MUB:17.5%;XLF:13.7%
|
US:59.1;EU:13.8;APAC:9.9;EM:12.3;Other:4.9
|
Value:+0.7;Growth:-0.1;Quality:0.0;Size:+0.6;Momentum:+0.6;LowVol:-0.7
|
ESGOnly;MaxPos5%
| 6
| 25
| 4.4
|
trailing 10%
| 122
| 14.1
|
Sideways
| 14.5
| 3.62
| 3.4
| 93
| -13
| 36
| 44
| false
|
NoAction
|
Within bands; monitor
| 1
| -17
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 112
| 13
| 148
| 4
| false
|
Tax-aware sells next window
|
P4611
|
Active
|
Trust
|
USD
|
2025-07-03
| 1,150,681
| 134,502
| 1,016,179
| 1
| 53.9
| 18.3
| 21.6
| 6.2
|
VOO:13.6%;TSLA:21.9%;MUB:21.9%;TLT:21.9%;VTI:20.7%
|
US:62.2;EU:16.2;APAC:9.5;EM:8.1;Other:4.0
|
Value:+0.5;Growth:-0.9;Quality:0.0;Size:-0.5;Momentum:+0.5;LowVol:+0.4
|
MaxPos5%
| 5
| 25
| 4.2
|
trailing 9%
| 210
| 22.2
|
Sideways
| 21.6
| 4.61
| 2.5
| 100
| 11
| 70
| 65
| false
|
Buy
|
Add to core equity +1%
| 21
| -15
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 112
| 20
| 188
| 4
| false
|
Monitor dispersion and breadth
|
P4612
|
Cautious
|
Taxable
|
USD
|
2024-09-06
| 296,797
| 34,642
| 262,155
| 1
| 44.7
| 33
| 11.4
| 11
|
QQQ:23.8%;AAPL:23.8%;GLD:23.8%;VTI:17.9%;BRK.B:10.7%
|
US:68.0;EU:8.4;APAC:10.6;EM:9.6;Other:3.4
|
Value:+0.9;Growth:-0.6;Quality:+0.5;Size:+0.4;Momentum:+1.0;LowVol:-0.3
|
ESGOnly;MaxPos5%;NoMargin
| 6
| 25
| 3
|
hard 10%
| 107
| 14.1
|
Sideways
| 14.3
| 3.57
| 2.7
| 132
| 24
| 59
| 35
| true
|
Rebalance
|
Rebalance back to target bands
| 23
| -24
|
BrokerD
|
MKT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -29
| -32
| 42
| 2
| false
|
Tax-aware sells next window
|
P4613
|
Systematic
|
Trust
|
USD
|
2025-09-04
| 1,252,787
| 50,214
| 1,202,573
| 1
| 62.6
| 28.8
| 0.7
| 7.9
|
VTI:26.1%;MUB:26.1%;XLF:21.8%;BRK.B:26.1%
|
US:63.7;EU:7.1;APAC:13.9;EM:13.6;Other:1.7
|
Value:-0.5;Growth:-0.2;Quality:-0.9;Size:-0.9;Momentum:+0.4;LowVol:-0.8
|
NoDerivatives
| 7
| 35
| 5.3
|
trailing 8%
| 120
| 20.7
|
Sideways
| 18.9
| 4.84
| 2.6
| 103
| -17
| 36
| 47
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 9
| -33
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| -56
| 18
| 7
| 4
| false
|
Within IPS guidelines
|
P4614
|
Opportunistic
|
Trust
|
USD
|
2025-06-23
| 506,683
| 29,633
| 477,050
| 1
| 62.3
| 14.5
| 18.3
| 4.9
|
VOO:25.0%;XLF:25.0%;VTI:25.0%;BRK.B:25.0%
|
US:70.4;EU:11.5;APAC:12.1;EM:3.7;Other:2.4
|
Value:+0.1;Growth:-0.4;Quality:-0.9;Size:-0.3;Momentum:-0.6;LowVol:-0.5
| null | 5
| 35
| 5.4
|
trailing 9%
| 272
| 34.4
|
Bear
| 34.3
| 4.33
| 1.6
| 166
| -64
| 29
| 88
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| -2
|
BrokerB
|
MKT
| 90
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 42
| -25
| 104
| 2
| false
|
Within IPS guidelines
|
P4615
|
Hands-off
|
Taxable
|
USD
|
2024-07-19
| 830,378
| 38,531
| 791,847
| 1
| 56.2
| 20.4
| 16.5
| 6.8
|
VNQ:22.5%;TSLA:22.5%;VTI:7.7%;BRK.B:18.4%;QQQ:19.7%;GLD:9.2%
|
US:65.1;EU:13.7;APAC:6.7;EM:10.1;Other:4.4
|
Value:-0.3;Growth:+0.1;Quality:+0.4;Size:-0.3;Momentum:+0.7;LowVol:+0.6
|
MaxPos7%;NoDerivatives
| 7
| 30
| 4.5
|
trailing 10%
| 98
| 18.9
|
Volatile
| 20.4
| 4.8
| 4.2
| 134
| -48
| 27
| 58
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -3
|
BrokerD
|
LMT
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 70
| -45
| 171
| 2
| false
|
Increase defensive factor exposure
|
P4616
|
Cautious
|
IRA
|
USD
|
2024-12-11
| 855,166
| 75,938
| 779,228
| 1
| 39.3
| 37.7
| 5.4
| 17.6
|
HYG:17.9%;AMZN:20.3%;MUB:15.2%;BND:19.0%;GLD:20.3%;QQQ:7.2%
|
US:69.3;EU:12.9;APAC:8.1;EM:7.3;Other:2.4
|
Value:-0.3;Growth:+1.0;Quality:-0.4;Size:-0.3;Momentum:-0.1;LowVol:-0.8
|
NoMargin
| 6
| 30
| 5.8
|
hard 10%
| 102
| 13.1
|
Sideways
| 18
| 3.93
| 2.4
| 125
| -29
| 36
| 40
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -5
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 27
| 7
| 162
| 5
| false
|
Monitor dispersion and breadth
|
P4617
|
Cautious
|
Roth
|
USD
|
2024-12-18
| 439,418
| 58,064
| 381,354
| 1
| 36.6
| 34.8
| 14.4
| 14.2
|
AMZN:25.6%;VTI:23.1%;VOO:25.6%;VNQ:25.6%
|
US:76.1;EU:6.1;APAC:8.5;EM:3.9;Other:5.3
|
Value:-0.4;Growth:+0.8;Quality:+0.9;Size:+0.8;Momentum:+0.9;LowVol:+0.5
|
ESGOnly;NoMargin
| 7
| 25
| 5.1
|
trailing 10%
| 162
| 14.5
|
Volatile
| 29.6
| 4.72
| 2.2
| 147
| -22
| 29
| 68
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 20
| -38
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| 43
| -12
| 65
| 3
| false
|
Tighten stops on momentum names
|
P4618
|
Opportunistic
|
401k
|
USD
|
2024-12-06
| 1,618,840
| 87,611
| 1,531,229
| 1
| 72.6
| 15.6
| 6.8
| 5
|
MSFT:11.1%;QQQ:21.8%;IEF:12.7%;BND:15.7%;HYG:21.8%;VTI:16.7%
|
US:65.3;EU:15.1;APAC:10.6;EM:7.4;Other:1.8
|
Value:+1.0;Growth:-0.7;Quality:-0.7;Size:+0.7;Momentum:-0.2;LowVol:+0.8
|
MaxPos7%
| 5
| 35
| 4.1
|
hard 12%
| 230
| 29
|
Volatile
| 21
| 3.77
| 2.9
| 152
| 4
| 51
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| -13
| -15
|
BrokerB
|
VWAP
| 90
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -8
| -17
| 33
| 2
| false
|
Tighten stops on momentum names
|
P4619
|
Cautious
|
Roth
|
USD
|
2025-09-25
| 408,211
| 52,056
| 356,155
| 1
| 36.9
| 31.5
| 19
| 12.6
|
GLD:15.9%;MUB:28.0%;XLF:28.0%;AAPL:28.0%
|
US:63.6;EU:12.4;APAC:10.9;EM:9.1;Other:4.0
|
Value:+0.2;Growth:+0.4;Quality:+0.6;Size:+0.3;Momentum:-0.1;LowVol:-0.9
|
NoMargin
| 5
| 35
| 3.8
|
trailing 10%
| 147
| 18.1
|
Bear
| 24.7
| 3.23
| 1.9
| 176
| -15
| 48
| 48
| false
|
NoAction
|
Within bands; monitor
| -1
| 8
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -11
| -20
| 44
| 3
| false
|
Increase defensive factor exposure
|
P4620
|
Opportunistic
|
Trust
|
USD
|
2025-04-11
| 1,160,026
| 61,320
| 1,098,706
| 1.19
| 65.5
| 17.3
| 8.7
| 8.5
|
MSFT:33.3%;VOO:33.3%;GLD:33.3%
|
US:67.9;EU:8.4;APAC:12.5;EM:7.9;Other:3.3
|
Value:-0.4;Growth:+0.7;Quality:-0.5;Size:-0.8;Momentum:-0.6;LowVol:+0.4
| null | 8
| 25
| 4.2
|
trailing 7%
| 212
| 32.2
|
Bull
| 12.1
| 3.64
| 2.1
| 76
| 4
| 45
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -37
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| -19
| 6
| -20
| 5
| false
|
Increase defensive factor exposure
|
P4621
|
Active
|
Trust
|
USD
|
2024-08-17
| 712,384
| 77,370
| 635,014
| 1
| 65.1
| 29.5
| 0
| 5.4
|
VTI:25.0%;AAPL:25.0%;MSFT:25.0%;HYG:25.0%
|
US:64.3;EU:18.9;APAC:7.3;EM:6.1;Other:3.4
|
Value:+0.1;Growth:-0.1;Quality:+0.6;Size:+0.1;Momentum:-0.7;LowVol:-0.1
| null | 10
| 30
| 5.6
|
hard 12%
| 135
| 18.2
|
Sideways
| 15.2
| 4.15
| 2.7
| 140
| 59
| 77
| 44
| false
|
Buy
|
Add to core equity +1%
| 1
| -18
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| -50
| -48
| 65
| 5
| false
|
Within IPS guidelines
|
P4622
|
Hands-off
|
401k
|
USD
|
2024-10-15
| 432,052
| 18,156
| 413,896
| 1
| 63.6
| 20.2
| 8.7
| 7.5
|
XLF:33.3%;BRK.B:33.3%;QQQ:33.3%
|
US:70.6;EU:6.9;APAC:12.5;EM:4.3;Other:5.8
|
Value:-0.5;Growth:+0.7;Quality:-0.1;Size:-1.0;Momentum:-0.6;LowVol:-0.7
|
ESGOnly;MaxPos8%;NoDerivatives
| 6
| 25
| 4.5
|
trailing 8%
| 93
| 17.2
|
Bear
| 27
| 4.08
| 2.6
| 172
| 22
| 56
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -27
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 25
| -37
| 44
| 3
| false
|
Within IPS guidelines
|
P4623
|
Cautious
|
Roth
|
USD
|
2025-11-28
| 684,788
| 104,669
| 580,119
| 1
| 40.7
| 44.6
| 2.1
| 12.6
|
BRK.B:16.6%;VNQ:7.5%;BND:20.7%;TLT:20.0%;IEF:20.7%;MSFT:14.5%
|
US:70.2;EU:15.5;APAC:7.1;EM:6.0;Other:1.2
|
Value:-0.2;Growth:+0.8;Quality:-0.4;Size:-0.9;Momentum:-0.3;LowVol:-0.5
|
NoMargin
| 6
| 25
| 4.8
|
trailing 10%
| 109
| 17
|
Bear
| 27
| 3.49
| 1.1
| 140
| -103
| 5
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -10
|
BrokerB
|
LMT
| 97
| null | null |
Normal monitoring
| 40
| -20
| 137
| 5
| false
|
Tighten stops on momentum names
|
P4624
|
Active
|
Roth
|
USD
|
2025-12-05
| 2,409,290
| 279,370
| 2,129,920
| 1
| 52
| 20.5
| 18.7
| 8.8
|
TSLA:22.0%;BRK.B:11.7%;MSFT:18.6%;XLF:22.0%;AAPL:15.8%;QQQ:9.9%
|
US:73.2;EU:11.5;APAC:10.7;EM:4.6;Other:0.1
|
Value:-0.5;Growth:+0.3;Quality:-1.0;Size:+0.4;Momentum:+0.3;LowVol:0.0
| null | 10
| 25
| 4.3
|
hard 12%
| 200
| 25.3
|
Volatile
| 25.1
| 4.16
| 3.1
| 146
| -26
| 34
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| 13
|
BrokerA
|
VWAP
| 87
| null | null |
Normal monitoring
| 85
| -9
| 191
| 5
| false
|
Tighten stops on momentum names
|
P4625
|
Cautious
|
Trust
|
USD
|
2025-12-25
| 364,503
| 50,733
| 313,770
| 1
| 43.7
| 39.8
| 0
| 16.5
|
VOO:33.3%;AAPL:33.3%;TLT:33.3%
|
US:55.3;EU:17.7;APAC:14.4;EM:10.1;Other:2.5
|
Value:+0.4;Growth:+0.5;Quality:+0.6;Size:+0.2;Momentum:-0.4;LowVol:-0.1
|
ESGOnly;MaxPos5%;NoDerivatives;NoMargin
| 10
| 25
| 4.3
|
hard 10%
| 139
| 14.9
|
Volatile
| 28
| 4.76
| 2.4
| 172
| -32
| 22
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 12
| -8
|
BrokerD
|
LMT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -18
| -38
| 84
| 3
| false
|
Tax-aware sells next window
|
P4626
|
Systematic
|
401k
|
USD
|
2025-10-12
| 1,793,292
| 175,707
| 1,617,585
| 1
| 55.8
| 20.6
| 15.8
| 7.8
|
TLT:22.4%;VOO:25.9%;IEF:25.9%;HYG:25.9%
|
US:63.8;EU:9.2;APAC:15.9;EM:6.9;Other:4.2
|
Value:-0.4;Growth:-0.2;Quality:+1.0;Size:+0.6;Momentum:+0.4;LowVol:+0.2
|
MaxPos6%
| 7
| 25
| 4.5
|
trailing 8%
| 165
| 19
|
Bear
| 28.1
| 3.39
| 1.4
| 183
| 31
| 69
| 59
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 10
| -27
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -29
| -2
| 3
| 4
| false
|
Tighten stops on momentum names
|
P4627
|
Systematic
|
Roth
|
USD
|
2025-03-19
| 841,316
| 52,106
| 789,210
| 1
| 65.8
| 25.9
| 0
| 8.3
|
QQQ:16.2%;BRK.B:21.9%;VTI:18.2%;XLF:21.8%;MSFT:21.9%
|
US:64.9;EU:17.8;APAC:6.9;EM:6.3;Other:4.0
|
Value:+0.6;Growth:-0.6;Quality:+0.8;Size:+0.6;Momentum:-0.6;LowVol:-0.9
|
NoDerivatives
| 5
| 30
| 5.8
|
hard 12%
| 173
| 23
|
Sideways
| 18.8
| 4.53
| 3.4
| 91
| 45
| 75
| 57
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 21
| -38
|
BrokerA
|
VWAP
| 99
| null | null |
Normal monitoring
| 59
| -31
| 60
| 3
| false
|
Increase defensive factor exposure
|
P4628
|
Opportunistic
|
Roth
|
USD
|
2025-08-22
| 612,041
| 32,098
| 579,943
| 1
| 61.5
| 11.1
| 18.9
| 8.5
|
GLD:25.4%;AMZN:26.4%;BRK.B:21.9%;VOO:26.4%
|
US:61.4;EU:16.6;APAC:7.6;EM:9.6;Other:4.8
|
Value:-0.6;Growth:+0.6;Quality:+0.5;Size:-0.7;Momentum:+0.1;LowVol:-0.5
| null | 8
| 30
| 5.6
|
trailing 7%
| 268
| 25.6
|
Volatile
| 27.9
| 5.36
| 3
| 125
| 25
| 54
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -9
| -32
|
BrokerD
|
MKT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 75
| -24
| 191
| 4
| false
|
Tax-aware sells next window
|
P4629
|
Cautious
|
401k
|
USD
|
2025-07-18
| 691,501
| 89,490
| 602,011
| 1
| 48.9
| 30.6
| 6.5
| 14
|
VNQ:13.2%;TSLA:18.8%;VOO:23.2%;IEF:23.2%;GLD:21.6%
|
US:62.1;EU:19.8;APAC:8.1;EM:8.2;Other:1.8
|
Value:+0.1;Growth:+0.2;Quality:-1.0;Size:+0.6;Momentum:+0.5;LowVol:-0.4
|
NoMargin
| 8
| 25
| 5.5
|
hard 10%
| 157
| 18.5
|
Sideways
| 21.3
| 4.81
| 2.5
| 119
| 41
| 78
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -10
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 48
| -26
| 110
| 4
| false
|
Monitor dispersion and breadth
|
P4630
|
Active
|
Roth
|
USD
|
2024-08-12
| 2,475,217
| 192,531
| 2,282,686
| 1.06
| 54.6
| 31
| 4.5
| 9.9
|
MUB:26.7%;AMZN:19.9%;MSFT:26.7%;BRK.B:26.7%
|
US:66.1;EU:8.2;APAC:12.2;EM:10.0;Other:3.5
|
Value:-0.3;Growth:-0.5;Quality:+1.0;Size:-0.8;Momentum:-0.0;LowVol:+0.7
| null | 10
| 25
| 4.7
|
hard 12%
| 215
| 27.5
|
Bull
| 17.2
| 4.64
| 2.5
| 104
| 22
| 66
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -3
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| -6
| 9
| 1
| 5
| false
|
Increase defensive factor exposure
|
P4631
|
Systematic
|
IRA
|
USD
|
2024-12-15
| 432,986
| 22,474
| 410,512
| 1
| 63.3
| 29.2
| 0
| 7.5
|
MUB:18.8%;TLT:15.8%;VOO:16.4%;IEF:11.4%;TSLA:19.4%;VTI:18.3%
|
US:70.4;EU:11.3;APAC:5.8;EM:10.3;Other:2.2
|
Value:+0.1;Growth:+0.5;Quality:+0.5;Size:-0.2;Momentum:+0.3;LowVol:+1.0
| null | 7
| 35
| 4.6
|
trailing 8%
| 211
| 20.4
|
Sideways
| 17.1
| 4.39
| 2.7
| 117
| 48
| 63
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -13
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 74
| -57
| 197
| 3
| false
|
Tax-aware sells next window
|
P4632
|
Opportunistic
|
Trust
|
USD
|
2025-04-03
| 861,923
| 69,768
| 792,155
| 1
| 66.5
| 20.1
| 8.3
| 5.1
|
XLF:11.8%;BRK.B:22.1%;TLT:22.1%;BND:22.1%;GLD:22.1%
|
US:73.5;EU:11.9;APAC:8.2;EM:3.7;Other:2.7
|
Value:-0.9;Growth:+0.8;Quality:+0.9;Size:-0.3;Momentum:-0.6;LowVol:+0.9
| null | 8
| 30
| 5
|
hard 12%
| 163
| 32.4
|
Volatile
| 25.3
| 4.61
| 3.6
| 139
| -50
| 31
| 66
| false
|
NoAction
|
Within bands; monitor
| -15
| -11
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 91
| -54
| 181
| 4
| false
|
Within IPS guidelines
|
P4633
|
Cautious
|
Roth
|
USD
|
2025-03-02
| 851,142
| 82,134
| 769,008
| 1
| 48.4
| 39.5
| 0
| 12.1
|
VTI:21.1%;AMZN:29.9%;BRK.B:29.9%;MSFT:19.0%
|
US:72.9;EU:10.0;APAC:5.5;EM:9.9;Other:1.7
|
Value:+0.3;Growth:+0.7;Quality:-0.3;Size:+0.3;Momentum:-0.8;LowVol:+0.3
|
NoMargin
| 10
| 35
| 4.3
|
trailing 8%
| 143
| 14.3
|
Bull
| 13.6
| 4.11
| 2.9
| 82
| 65
| 76
| 29
| false
|
Sell
|
Trim extended winner -1%
| -14
| 14
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| -26
| -11
| 113
| 5
| false
|
Tax-aware sells next window
|
P4634
|
Hands-off
|
Taxable
|
USD
|
2024-11-09
| 300,824
| 19,469
| 281,355
| 1
| 66.9
| 20
| 3.8
| 9.3
|
MUB:33.3%;TSLA:33.3%;IEF:33.3%
|
US:61.7;EU:22.5;APAC:6.6;EM:7.2;Other:1.9
|
Value:+0.1;Growth:-0.0;Quality:-0.4;Size:+0.6;Momentum:+0.5;LowVol:+0.7
|
MaxPos8%
| 10
| 35
| 5.8
|
trailing 10%
| 131
| 12.7
|
Bull
| 13.5
| 4.14
| 2.4
| 101
| 85
| 85
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -24
|
BrokerB
|
LMT
| 88
| null | null |
Normal monitoring
| 91
| -22
| 86
| 3
| false
|
Tighten stops on momentum names
|
P4635
|
Hands-off
|
IRA
|
USD
|
2025-10-26
| 767,652
| 72,397
| 695,255
| 1
| 69
| 19.1
| 6.4
| 5.5
|
QQQ:23.1%;AAPL:22.8%;GLD:20.4%;TSLA:10.6%;HYG:23.1%
|
US:60.2;EU:16.6;APAC:12.8;EM:8.2;Other:2.2
|
Value:-0.4;Growth:+0.2;Quality:+0.4;Size:+0.3;Momentum:-0.4;LowVol:-0.0
| null | 6
| 25
| 5.3
|
trailing 8%
| 165
| 12.2
|
Sideways
| 20.1
| 4.75
| 2.8
| 92
| 45
| 82
| 62
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -6
| 8
|
BrokerD
|
MKT
| 92
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 91
| -28
| 104
| 4
| false
|
Tax-aware sells next window
|
P4636
|
Systematic
|
IRA
|
USD
|
2025-03-06
| 1,375,527
| 82,122
| 1,293,405
| 1
| 60.7
| 30.5
| 0
| 8.8
|
IEF:20.8%;BRK.B:16.5%;TSLA:12.6%;TLT:9.5%;AAPL:19.7%;HYG:20.8%
|
US:65.8;EU:18.9;APAC:10.5;EM:4.5;Other:0.3
|
Value:+0.6;Growth:+0.8;Quality:-0.2;Size:+0.9;Momentum:+0.3;LowVol:+0.3
| null | 7
| 35
| 5.4
|
trailing 8%
| 229
| 19.3
|
Bear
| 32.8
| 3.19
| 1.3
| 205
| 15
| 70
| 88
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| -20
|
BrokerD
|
LMT
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 22
| -38
| 55
| 3
| false
|
Tax-aware sells next window
|
P4637
|
Active
|
Taxable
|
USD
|
2025-06-20
| 934,406
| 70,173
| 864,233
| 1
| 57.7
| 31.8
| 2.8
| 7.8
|
AMZN:18.5%;MUB:27.7%;VOO:27.7%;TLT:26.2%
|
US:73.5;EU:11.1;APAC:7.2;EM:4.0;Other:4.2
|
Value:+0.3;Growth:-0.5;Quality:+0.9;Size:-0.0;Momentum:+1.0;LowVol:-0.6
|
NoDerivatives
| 6
| 30
| 4.5
|
trailing 9%
| 153
| 24.5
|
Volatile
| 22.9
| 4.87
| 3
| 148
| 12
| 71
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| 13
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| 47
| 9
| 84
| 5
| false
|
Within IPS guidelines
|
P4638
|
Systematic
|
401k
|
USD
|
2025-12-06
| 639,229
| 30,905
| 608,324
| 1
| 60
| 33
| 0.7
| 6.2
|
IEF:20.3%;MUB:13.5%;VNQ:16.0%;HYG:20.3%;QQQ:14.8%;BRK.B:15.2%
|
US:64.3;EU:16.0;APAC:8.8;EM:9.3;Other:1.5
|
Value:+0.1;Growth:+0.9;Quality:+0.7;Size:+0.3;Momentum:-0.3;LowVol:-1.0
|
MaxPos6%
| 6
| 30
| 5.8
|
trailing 9%
| 135
| 17.3
|
Sideways
| 16.7
| 3.9
| 3.2
| 98
| 29
| 52
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -22
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 107
| -19
| 129
| 3
| false
|
Tighten stops on momentum names
|
P4639
|
Opportunistic
|
Roth
|
USD
|
2025-02-17
| 1,583,547
| 131,851
| 1,451,696
| 1
| 68.3
| 19
| 6
| 6.7
|
VNQ:21.9%;XLF:16.3%;AMZN:21.9%;TLT:14.6%;GLD:13.5%;AAPL:11.7%
|
US:70.7;EU:10.3;APAC:10.5;EM:7.1;Other:1.3
|
Value:-0.5;Growth:-0.4;Quality:-0.0;Size:+0.6;Momentum:+0.9;LowVol:-0.5
|
NoDerivatives
| 5
| 30
| 5.7
|
trailing 7%
| 215
| 20.8
|
Sideways
| 21.5
| 4.35
| 2.8
| 96
| 37
| 82
| 72
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -4
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| -3
| -7
| 124
| 3
| false
|
Within IPS guidelines
|
P4640
|
Systematic
|
401k
|
USD
|
2025-01-09
| 1,800,792
| 87,029
| 1,713,763
| 1
| 62.8
| 28.4
| 0
| 8.8
|
VOO:33.3%;IEF:33.3%;TSLA:33.3%
|
US:78.5;EU:5.9;APAC:8.7;EM:4.2;Other:2.7
|
Value:+0.3;Growth:+0.7;Quality:+0.8;Size:+0.5;Momentum:-0.9;LowVol:-0.8
| null | 8
| 35
| 4.2
|
trailing 8%
| 146
| 26.2
|
Bull
| 17.2
| 4.29
| 2.2
| 81
| 88
| 100
| 52
| false
|
NoAction
|
Within bands; monitor
| 26
| -20
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| -25
| -38
| -10
| 5
| false
|
Tax-aware sells next window
|
P4641
|
Cautious
|
Taxable
|
USD
|
2024-11-24
| 411,065
| 59,930
| 351,135
| 1
| 54.6
| 33.1
| 0
| 12.4
|
IEF:29.4%;AAPL:20.6%;TLT:20.7%;VOO:29.4%
|
US:59.1;EU:15.3;APAC:12.9;EM:9.2;Other:3.4
|
Value:+0.7;Growth:-0.3;Quality:+0.5;Size:+0.4;Momentum:+0.3;LowVol:+0.4
|
MaxPos5%;NoMargin
| 8
| 35
| 5.5
|
hard 10%
| 135
| 19.8
|
Volatile
| 20.1
| 4.92
| 2
| 158
| -31
| 35
| 46
| false
|
Sell
|
Trim extended winner -1%
| 24
| -13
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| -19
| -31
| 5
| 5
| false
|
Monitor dispersion and breadth
|
P4642
|
Systematic
|
401k
|
USD
|
2024-09-09
| 969,273
| 56,801
| 912,472
| 1
| 56.2
| 20.8
| 14.5
| 8.6
|
TSLA:18.2%;VNQ:18.4%;AMZN:21.7%;QQQ:21.7%;AAPL:11.8%;MUB:8.2%
|
US:66.4;EU:8.1;APAC:11.1;EM:8.7;Other:5.7
|
Value:-0.7;Growth:+0.8;Quality:-0.5;Size:-0.8;Momentum:-0.2;LowVol:-0.9
|
MaxPos5%
| 6
| 25
| 5.3
|
trailing 8%
| 227
| 25.1
|
Bear
| 33.5
| 3.87
| 1.8
| 188
| -29
| 45
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| -8
| 5
|
BrokerD
|
LMT
| 96
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -20
| -19
| 66
| 5
| false
|
Monitor dispersion and breadth
|
P4643
|
Cautious
|
IRA
|
USD
|
2025-05-06
| 378,045
| 51,933
| 326,112
| 1
| 43.8
| 32.3
| 9.6
| 14.3
|
QQQ:15.8%;XLF:24.1%;MUB:11.9%;TLT:24.1%;VNQ:24.1%
|
US:62.9;EU:18.1;APAC:9.7;EM:8.2;Other:1.2
|
Value:+1.0;Growth:+0.7;Quality:-0.3;Size:-0.7;Momentum:-0.2;LowVol:-0.9
|
NoMargin
| 8
| 35
| 4.3
|
trailing 10%
| 167
| 13.2
|
Sideways
| 20.1
| 4.12
| 3
| 114
| -21
| 36
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -19
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 9
| -51
| -13
| 3
| false
|
Within IPS guidelines
|
P4644
|
Hands-off
|
Trust
|
USD
|
2025-08-12
| 247,843
| 21,437
| 226,406
| 1
| 68.5
| 26.3
| 0
| 5.2
|
AAPL:23.3%;XLF:16.1%;GLD:23.3%;IEF:14.1%;QQQ:23.3%
|
US:63.3;EU:18.1;APAC:11.8;EM:3.5;Other:3.3
|
Value:-0.7;Growth:-0.9;Quality:-0.5;Size:+0.4;Momentum:-1.0;LowVol:+0.2
| null | 7
| 35
| 5.7
|
trailing 8%
| 97
| 13.6
|
Sideways
| 16.8
| 4.68
| 2.3
| 112
| 51
| 63
| 49
| true
|
Hedge
|
Buy index puts 1% notional
| -5
| 3
|
BrokerA
|
LMT
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 25
| -11
| 65
| 4
| true
|
Within IPS guidelines
|
P4645
|
Systematic
|
Trust
|
USD
|
2025-02-17
| 1,085,830
| 94,363
| 991,467
| 1
| 66.1
| 26.2
| 0
| 7.8
|
GLD:11.6%;VTI:23.2%;AMZN:17.4%;MUB:23.2%;HYG:14.2%;BND:10.4%
|
US:67.3;EU:10.2;APAC:13.1;EM:6.3;Other:3.1
|
Value:+0.4;Growth:-0.7;Quality:+0.3;Size:-0.6;Momentum:-0.8;LowVol:+1.0
|
MaxPos6%
| 5
| 25
| 4.2
|
trailing 9%
| 218
| 27.8
|
Volatile
| 26.8
| 4.88
| 3.5
| 163
| -14
| 54
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 4
| 2
|
BrokerA
|
LMT
| 99
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -29
| -40
| -53
| 4
| false
|
Tax-aware sells next window
|
P4646
|
Cautious
|
Roth
|
USD
|
2024-12-18
| 171,043
| 15,302
| 155,741
| 1
| 37.6
| 44.7
| 3.2
| 14.5
|
HYG:21.8%;TSLA:17.6%;MUB:22.2%;TLT:16.3%;VNQ:22.2%
|
US:64.5;EU:11.7;APAC:13.3;EM:7.0;Other:3.5
|
Value:+0.4;Growth:-0.2;Quality:-0.2;Size:-0.6;Momentum:0.0;LowVol:+0.9
|
NoMargin
| 10
| 35
| 3.2
|
trailing 8%
| 140
| 17.9
|
Volatile
| 27.5
| 3.76
| 2.4
| 124
| 51
| 67
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -35
|
BrokerB
|
LMT
| 97
| null | null |
Normal monitoring
| -40
| -4
| 32
| 5
| false
|
Monitor dispersion and breadth
|
P4647
|
Active
|
Roth
|
USD
|
2024-12-11
| 886,018
| 56,642
| 829,376
| 1.25
| 63.3
| 28.9
| 0
| 7.8
|
HYG:9.5%;MUB:22.9%;AMZN:22.9%;XLF:22.9%;VTI:10.0%;VOO:11.8%
|
US:68.8;EU:14.2;APAC:10.0;EM:4.6;Other:2.5
|
Value:-0.3;Growth:+0.8;Quality:+0.4;Size:-0.2;Momentum:-0.3;LowVol:-0.5
| null | 10
| 35
| 5.7
|
trailing 8%
| 171
| 25.6
|
Sideways
| 16.8
| 4.59
| 3.3
| 97
| -8
| 57
| 59
| false
|
Sell
|
Trim extended winner -1%
| 20
| -4
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 33
| -57
| 154
| 5
| false
|
Monitor dispersion and breadth
|
P4648
|
Opportunistic
|
Roth
|
USD
|
2025-01-20
| 1,675,226
| 57,322
| 1,617,904
| 1
| 70.3
| 13.7
| 8.6
| 7.4
|
HYG:33.3%;TSLA:33.3%;MUB:33.3%
|
US:72.2;EU:5.6;APAC:11.1;EM:10.6;Other:0.6
|
Value:+0.2;Growth:-0.7;Quality:+0.9;Size:-0.2;Momentum:+0.3;LowVol:+0.6
|
NoDerivatives
| 5
| 30
| 6.5
|
trailing 9%
| 274
| 28.2
|
Bull
| 14.7
| 5
| 3
| 112
| 86
| 100
| 52
| false
|
Buy
|
Add to core equity +1%
| 18
| 5
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| -43
| 7
| 64
| 4
| false
|
Tighten stops on momentum names
|
P4649
|
Cautious
|
Taxable
|
USD
|
2024-11-23
| 429,651
| 44,034
| 385,617
| 1
| 39.3
| 41.6
| 1.2
| 17.9
|
BRK.B:27.8%;VNQ:16.5%;TSLA:27.8%;VTI:27.8%
|
US:64.6;EU:20.2;APAC:6.6;EM:8.0;Other:0.6
|
Value:-0.2;Growth:-0.4;Quality:-0.8;Size:-0.8;Momentum:+0.4;LowVol:-0.0
|
ESGOnly;NoMargin
| 8
| 35
| 4.9
|
trailing 10%
| 113
| 19.1
|
Sideways
| 16.8
| 4.3
| 2.8
| 99
| 51
| 80
| 40
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| -2
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| 111
| -54
| 106
| 5
| false
|
Monitor dispersion and breadth
|
P4650
|
Systematic
|
401k
|
USD
|
2025-01-15
| 1,764,817
| 90,332
| 1,674,485
| 1
| 69.1
| 21.1
| 2.5
| 7.3
|
VOO:13.4%;AAPL:18.3%;XLF:21.9%;AMZN:11.6%;BND:14.6%;BRK.B:20.3%
|
US:65.2;EU:17.3;APAC:7.9;EM:8.4;Other:1.2
|
Value:+0.4;Growth:-0.6;Quality:-0.4;Size:-0.1;Momentum:-0.1;LowVol:-0.0
|
MaxPos5%
| 7
| 35
| 5.2
|
trailing 9%
| 220
| 18.3
|
Sideways
| 17.5
| 4.57
| 3.2
| 132
| -19
| 36
| 49
| false
|
NoAction
|
Within bands; monitor
| 30
| -2
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 13
| -22
| 121
| 3
| false
|
Tighten stops on momentum names
|
P4651
|
Hands-off
|
Roth
|
USD
|
2025-06-18
| 245,156
| 13,215
| 231,941
| 1
| 62.1
| 18
| 12.7
| 7.1
|
MUB:33.3%;VOO:33.3%;HYG:33.3%
|
US:70.1;EU:10.7;APAC:10.2;EM:8.8;Other:0.2
|
Value:-0.5;Growth:+0.8;Quality:+0.8;Size:+0.9;Momentum:+0.6;LowVol:-0.5
|
MaxPos5%
| 6
| 35
| 4.4
|
trailing 8%
| 117
| 19.6
|
Bear
| 24
| 3.43
| 1.6
| 148
| -25
| 22
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 24
| -24
|
BrokerA
|
MKT
| 98
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 4
| 12
| 111
| 3
| false
|
Increase defensive factor exposure
|
P4652
|
Hands-off
|
Roth
|
USD
|
2024-09-15
| 491,411
| 38,304
| 453,107
| 1
| 58
| 19.5
| 16.3
| 6.2
|
XLF:33.3%;IEF:33.3%;VTI:33.3%
|
US:61.6;EU:8.5;APAC:14.1;EM:10.4;Other:5.4
|
Value:+0.1;Growth:-0.7;Quality:-0.1;Size:-0.8;Momentum:-0.6;LowVol:+0.9
| null | 10
| 25
| 3.3
|
trailing 8%
| 145
| 16.2
|
Sideways
| 17.7
| 4.4
| 2
| 95
| 21
| 56
| 60
| false
|
Sell
|
Trim extended winner -1%
| 5
| -14
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| -37
| 19
| -37
| 4
| false
|
Increase defensive factor exposure
|
P4653
|
Cautious
|
Trust
|
USD
|
2025-02-09
| 854,765
| 82,321
| 772,444
| 1
| 42.3
| 31.1
| 14.2
| 12.4
|
TLT:19.8%;VTI:26.7%;VNQ:26.7%;BRK.B:26.7%
|
US:62.8;EU:17.1;APAC:12.1;EM:6.4;Other:1.5
|
Value:+0.2;Growth:-0.4;Quality:-0.5;Size:-0.5;Momentum:-0.7;LowVol:+0.4
|
MaxPos5%;NoDerivatives;NoMargin
| 8
| 35
| 5
|
trailing 8%
| 110
| 18
|
Volatile
| 28.1
| 3.52
| 4.1
| 179
| 60
| 84
| 53
| false
|
NoAction
|
Within bands; monitor
| 27
| -6
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -40
| -16
| 25
| 3
| false
|
Increase defensive factor exposure
|
P4654
|
Cautious
|
401k
|
USD
|
2025-08-22
| 856,320
| 105,723
| 750,597
| 1
| 49.4
| 38.9
| 0
| 11.8
|
TSLA:25.3%;VOO:25.3%;MSFT:25.3%;MUB:24.0%
|
US:59.9;EU:16.8;APAC:14.5;EM:5.2;Other:3.7
|
Value:+0.2;Growth:-0.2;Quality:+0.9;Size:+0.8;Momentum:+0.9;LowVol:-0.3
|
NoMargin
| 6
| 30
| 4.1
|
trailing 8%
| 119
| 14.9
|
Volatile
| 25.6
| 5.25
| 4.5
| 154
| -12
| 36
| 60
| true
|
Hedge
|
Buy index puts 1% notional
| 11
| 6
|
BrokerA
|
MKT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -39
| -58
| 52
| 4
| true
|
Tax-aware sells next window
|
P4655
|
Active
|
Trust
|
USD
|
2024-12-28
| 1,599,199
| 114,317
| 1,484,882
| 1
| 68.1
| 23
| 3.2
| 5.7
|
IEF:12.4%;BND:20.2%;XLF:11.6%;VOO:12.9%;AMZN:21.5%;AAPL:21.5%
|
US:70.7;EU:11.6;APAC:7.8;EM:7.8;Other:2.0
|
Value:+0.7;Growth:+0.5;Quality:+0.8;Size:-0.8;Momentum:-0.9;LowVol:+0.1
| null | 8
| 30
| 4.4
|
hard 12%
| 215
| 17.3
|
Bull
| 13.9
| 3.85
| 3
| 114
| 92
| 92
| 48
| false
|
Buy
|
Add to core equity +1%
| 12
| -19
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| 19
| -29
| -4
| 5
| false
|
Increase defensive factor exposure
|
P4656
|
Hands-off
|
401k
|
USD
|
2025-01-21
| 263,005
| 15,636
| 247,369
| 1
| 56.2
| 28
| 6.4
| 9.4
|
HYG:15.0%;AAPL:21.2%;IEF:10.3%;GLD:18.1%;QQQ:14.2%;VOO:21.2%
|
US:65.4;EU:8.2;APAC:12.7;EM:7.8;Other:5.9
|
Value:-0.2;Growth:+0.3;Quality:+0.1;Size:-0.2;Momentum:+0.8;LowVol:+0.3
|
MaxPos5%;NoDerivatives
| 10
| 25
| 4.4
|
trailing 10%
| 108
| 12.3
|
Bull
| 16.3
| 4.63
| 2.4
| 79
| 81
| 83
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -12
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 101
| -45
| 68
| 5
| false
|
Monitor dispersion and breadth
|
P4657
|
Cautious
|
Trust
|
USD
|
2025-03-02
| 436,352
| 39,475
| 396,877
| 1
| 38.6
| 30.7
| 15.5
| 15.2
|
BRK.B:18.6%;GLD:12.0%;TLT:13.8%;AAPL:17.3%;VTI:18.1%;TSLA:20.1%
|
US:70.2;EU:6.9;APAC:13.3;EM:7.1;Other:2.4
|
Value:+0.6;Growth:-0.3;Quality:-0.8;Size:+0.1;Momentum:-0.8;LowVol:+0.9
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 35
| 4.5
|
hard 10%
| 138
| 15.9
|
Bull
| 12.9
| 4.82
| 3.2
| 119
| 66
| 84
| 21
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| -36
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 105
| 16
| 178
| 3
| false
|
Monitor dispersion and breadth
|
P4658
|
Opportunistic
|
Trust
|
USD
|
2025-06-24
| 719,847
| 51,589
| 668,258
| 1
| 72.8
| 16.5
| 4.3
| 6.4
|
XLF:28.2%;AMZN:28.2%;HYG:15.4%;MSFT:28.2%
|
US:76.7;EU:8.5;APAC:7.3;EM:5.7;Other:1.8
|
Value:-0.1;Growth:-1.0;Quality:+0.4;Size:-0.2;Momentum:-0.2;LowVol:-0.4
|
MaxPos8%
| 10
| 25
| 6.3
|
trailing 7%
| 214
| 30.5
|
Bull
| 11
| 4.35
| 2.5
| 88
| 103
| 100
| 55
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 23
| 9
|
BrokerA
|
MKT
| 86
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 75
| 12
| 93
| 4
| false
|
Within IPS guidelines
|
P4659
|
Opportunistic
|
Roth
|
USD
|
2025-02-01
| 693,608
| 28,816
| 664,792
| 1
| 73.8
| 15.1
| 6.3
| 4.8
|
GLD:33.3%;AAPL:33.3%;BND:33.3%
|
US:78.5;EU:5.7;APAC:7.8;EM:5.8;Other:2.1
|
Value:-0.3;Growth:-0.7;Quality:+0.3;Size:+0.4;Momentum:-0.2;LowVol:0.0
|
MaxPos6%
| 10
| 35
| 4.4
|
hard 12%
| 248
| 21.7
|
Bull
| 12.1
| 4.76
| 3.3
| 81
| 13
| 58
| 38
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -9
| -25
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| -43
| -29
| 85
| 3
| false
|
Tax-aware sells next window
|
P4660
|
Cautious
|
Trust
|
USD
|
2025-09-18
| 393,936
| 60,245
| 333,691
| 1
| 47.1
| 39.4
| 0
| 13.4
|
GLD:14.5%;VOO:21.4%;TSLA:21.4%;AMZN:21.4%;QQQ:21.4%
|
US:69.3;EU:9.8;APAC:15.0;EM:4.6;Other:1.4
|
Value:-0.9;Growth:+0.2;Quality:-0.1;Size:+1.0;Momentum:-0.8;LowVol:+0.6
|
ESGOnly;NoMargin
| 10
| 30
| 4.2
|
hard 10%
| 162
| 17.9
|
Bull
| 16.3
| 4.52
| 3.4
| 113
| 106
| 94
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -14
| -17
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 66
| 2
| 205
| 4
| false
|
Tighten stops on momentum names
|
P4661
|
Hands-off
|
401k
|
USD
|
2024-08-10
| 690,588
| 65,029
| 625,559
| 1
| 62.4
| 29.6
| 0
| 8.1
|
QQQ:35.1%;AMZN:35.1%;MSFT:29.8%
|
US:62.6;EU:16.2;APAC:10.9;EM:8.5;Other:1.8
|
Value:-0.7;Growth:+0.5;Quality:-0.8;Size:+0.4;Momentum:+0.7;LowVol:+0.4
|
ESGOnly
| 8
| 35
| 5
|
hard 10%
| 158
| 16.2
|
Bear
| 32
| 3.26
| 1.8
| 189
| -82
| 12
| 85
| true
|
Rebalance
|
Rebalance back to target bands
| 19
| -19
|
BrokerB
|
LMT
| 95
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 39
| 11
| 72
| 5
| false
|
Tax-aware sells next window
|
P4662
|
Opportunistic
|
Taxable
|
USD
|
2024-09-07
| 625,886
| 21,448
| 604,438
| 1.11
| 62.4
| 13.2
| 19.8
| 4.5
|
VNQ:36.1%;MSFT:27.8%;QQQ:36.1%
|
US:70.4;EU:16.8;APAC:5.6;EM:4.7;Other:2.6
|
Value:+0.7;Growth:+0.7;Quality:+0.1;Size:-0.9;Momentum:-0.8;LowVol:-0.7
|
MaxPos7%
| 5
| 25
| 4.2
|
trailing 7%
| 160
| 34.2
|
Volatile
| 24.8
| 4.68
| 2.8
| 179
| 64
| 95
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -39
|
BrokerA
|
VWAP
| 89
| null | null |
Normal monitoring
| 74
| -23
| 136
| 4
| false
|
Tax-aware sells next window
|
P4663
|
Active
|
Taxable
|
USD
|
2025-02-13
| 1,451,319
| 113,373
| 1,337,946
| 1
| 59.1
| 22.1
| 10
| 8.9
|
XLF:21.3%;BRK.B:23.4%;TSLA:19.3%;IEF:12.6%;TLT:23.4%
|
US:67.3;EU:16.6;APAC:8.3;EM:3.0;Other:4.7
|
Value:+0.3;Growth:-0.1;Quality:-0.3;Size:+0.8;Momentum:-0.7;LowVol:-0.9
|
NoDerivatives
| 5
| 35
| 4.7
|
trailing 8%
| 224
| 22.5
|
Volatile
| 24.5
| 4.21
| 4.3
| 179
| -57
| 6
| 63
| false
|
Buy
|
Add to core equity +1%
| 7
| 15
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 43
| 5
| 43
| 4
| false
|
Monitor dispersion and breadth
|
P4664
|
Active
|
Roth
|
USD
|
2024-09-17
| 1,101,395
| 75,028
| 1,026,367
| 1
| 59.6
| 23.3
| 11.4
| 5.7
|
AAPL:32.3%;MUB:33.9%;AMZN:33.9%
|
US:59.9;EU:17.2;APAC:14.9;EM:3.9;Other:4.1
|
Value:+0.4;Growth:+0.7;Quality:-0.9;Size:-0.2;Momentum:0.0;LowVol:-0.7
|
MaxPos7%;NoDerivatives
| 7
| 35
| 4.7
|
trailing 8%
| 174
| 27.5
|
Volatile
| 23.1
| 4.68
| 2.2
| 129
| 6
| 50
| 64
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -1
| -6
|
BrokerA
|
VWAP
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -52
| -46
| -62
| 4
| false
|
Tighten stops on momentum names
|
P4665
|
Active
|
Roth
|
USD
|
2024-08-01
| 2,053,188
| 214,875
| 1,838,313
| 1
| 61.3
| 28.1
| 0.9
| 9.6
|
MSFT:23.5%;MUB:18.5%;AAPL:19.0%;QQQ:23.5%;VTI:15.6%
|
US:68.2;EU:5.9;APAC:11.0;EM:10.4;Other:4.5
|
Value:-0.5;Growth:+0.9;Quality:-0.5;Size:+0.7;Momentum:-0.6;LowVol:-0.6
| null | 10
| 25
| 4.2
|
trailing 8%
| 218
| 26.6
|
Volatile
| 28.6
| 5.28
| 3.4
| 142
| -37
| 39
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -22
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 48
| -12
| 74
| 3
| false
|
Increase defensive factor exposure
|
P4666
|
Cautious
|
401k
|
USD
|
2025-10-30
| 471,162
| 55,530
| 415,632
| 1
| 45.2
| 30.7
| 13.1
| 11
|
MUB:21.5%;XLF:21.5%;AAPL:12.8%;TSLA:21.5%;GLD:15.8%;VTI:6.9%
|
US:63.0;EU:13.4;APAC:11.8;EM:7.8;Other:3.9
|
Value:+0.2;Growth:+0.3;Quality:-0.1;Size:+0.2;Momentum:+0.3;LowVol:+0.2
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 7
| 25
| 4.5
|
hard 10%
| 162
| 15.3
|
Volatile
| 26.5
| 4.93
| 4.4
| 168
| -11
| 34
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -14
| -16
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -26
| -44
| 44
| 3
| false
|
Tax-aware sells next window
|
P4667
|
Hands-off
|
IRA
|
USD
|
2024-07-14
| 410,249
| 24,619
| 385,630
| 1
| 65.8
| 19.6
| 6.9
| 7.8
|
AAPL:25.4%;IEF:23.7%;QQQ:25.4%;XLF:25.4%
|
US:73.7;EU:6.3;APAC:11.3;EM:6.0;Other:2.7
|
Value:-0.5;Growth:-0.5;Quality:+0.4;Size:-0.5;Momentum:+1.0;LowVol:-0.6
|
MaxPos7%;NoDerivatives
| 5
| 25
| 5.6
|
trailing 8%
| 170
| 19.7
|
Volatile
| 22.5
| 4.12
| 3
| 118
| -42
| 32
| 61
| false
|
Buy
|
Add to core equity +1%
| 3
| 14
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| 38
| -17
| 173
| 4
| false
|
Tax-aware sells next window
|
P4668
|
Systematic
|
401k
|
USD
|
2025-10-08
| 1,419,393
| 129,089
| 1,290,304
| 1
| 63.2
| 32.1
| 0
| 4.8
|
TLT:13.4%;AMZN:17.1%;BND:21.7%;VNQ:23.9%;MSFT:23.9%
|
US:64.4;EU:11.7;APAC:12.7;EM:9.6;Other:1.6
|
Value:+0.4;Growth:-0.5;Quality:+0.6;Size:+1.0;Momentum:+0.3;LowVol:-0.2
|
MaxPos5%
| 10
| 25
| 4.5
|
trailing 9%
| 210
| 18.9
|
Volatile
| 24.6
| 3.7
| 3.7
| 147
| 31
| 79
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -12
| -6
|
BrokerD
|
LMT
| 94
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 60
| -37
| 181
| 5
| false
|
Tax-aware sells next window
|
P4669
|
Systematic
|
401k
|
USD
|
2025-06-06
| 1,228,741
| 110,485
| 1,118,256
| 1
| 65.3
| 27
| 0
| 7.7
|
VTI:21.0%;BND:10.8%;TSLA:9.6%;QQQ:21.0%;MSFT:16.7%;VNQ:21.0%
|
US:77.5;EU:9.5;APAC:8.6;EM:3.8;Other:0.6
|
Value:-0.8;Growth:+0.2;Quality:-0.5;Size:-0.5;Momentum:+0.7;LowVol:-0.0
|
MaxPos6%
| 6
| 30
| 4.1
|
trailing 8%
| 212
| 25.7
|
Volatile
| 22.5
| 4.62
| 3.1
| 124
| 37
| 53
| 62
| false
|
Buy
|
Add to core equity +1%
| 28
| -1
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 76
| -9
| 185
| 3
| false
|
Increase defensive factor exposure
|
P4670
|
Systematic
|
401k
|
USD
|
2025-02-02
| 1,746,018
| 105,249
| 1,640,769
| 1
| 62.4
| 31
| 0
| 6.6
|
VTI:25.9%;IEF:15.3%;XLF:22.5%;VOO:10.3%;VNQ:25.9%
|
US:64.5;EU:12.3;APAC:10.6;EM:8.8;Other:3.8
|
Value:-0.0;Growth:-0.6;Quality:+0.6;Size:-0.8;Momentum:+0.7;LowVol:-0.9
| null | 6
| 30
| 5.1
|
trailing 8%
| 131
| 27.8
|
Bull
| 17.2
| 3.98
| 3.2
| 86
| 77
| 87
| 47
| false
|
Sell
|
Trim extended winner -1%
| -9
| 1
|
BrokerB
|
VWAP
| 96
| null | null |
Normal monitoring
| 99
| 10
| 226
| 3
| false
|
Increase defensive factor exposure
|
P4671
|
Active
|
Roth
|
USD
|
2025-07-24
| 1,464,307
| 134,695
| 1,329,612
| 1
| 63
| 23.5
| 3.6
| 9.9
|
QQQ:37.8%;MSFT:37.8%;TSLA:24.5%
|
US:67.3;EU:12.1;APAC:12.7;EM:5.7;Other:2.1
|
Value:+0.6;Growth:-0.3;Quality:+0.8;Size:+0.9;Momentum:-0.3;LowVol:+0.1
|
MaxPos8%
| 10
| 30
| 4.7
|
hard 12%
| 124
| 21.1
|
Volatile
| 20.1
| 4.88
| 3.4
| 129
| -28
| 35
| 53
| false
|
Buy
|
Add to core equity +1%
| -6
| -19
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| 94
| 20
| 189
| 4
| false
|
Monitor dispersion and breadth
|
P4672
|
Active
|
Trust
|
USD
|
2024-11-05
| 1,319,353
| 101,438
| 1,217,915
| 1
| 64.6
| 27.9
| 0
| 7.5
|
BND:26.9%;TLT:19.2%;BRK.B:26.9%;MSFT:26.9%
|
US:76.1;EU:10.4;APAC:5.9;EM:6.6;Other:1.0
|
Value:+0.8;Growth:-0.2;Quality:-0.1;Size:+0.2;Momentum:+0.1;LowVol:+0.5
|
MaxPos6%;NoDerivatives
| 7
| 25
| 4.1
|
hard 12%
| 181
| 26.7
|
Bull
| 12.5
| 3.95
| 3.4
| 75
| 62
| 81
| 49
| false
|
Sell
|
Trim extended winner -1%
| -15
| 10
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 45
| -5
| 153
| 4
| false
|
Tighten stops on momentum names
|
P4673
|
Active
|
Taxable
|
USD
|
2024-12-25
| 690,527
| 75,001
| 615,526
| 1
| 53.5
| 20.4
| 19.4
| 6.7
|
TLT:23.7%;AMZN:12.4%;TSLA:23.5%;BND:23.7%;XLF:16.7%
|
US:61.4;EU:15.7;APAC:10.6;EM:10.9;Other:1.5
|
Value:-0.4;Growth:-0.1;Quality:-0.8;Size:+0.7;Momentum:+0.5;LowVol:+0.8
|
MaxPos6%;NoDerivatives
| 10
| 25
| 4.5
|
trailing 9%
| 133
| 21.8
|
Bull
| 17.2
| 3.53
| 3.3
| 96
| 44
| 73
| 48
| false
|
Sell
|
Trim extended winner -1%
| 0
| -12
|
BrokerD
|
LMT
| 85
| null | null |
Normal monitoring
| 93
| -14
| 121
| 3
| false
|
Monitor dispersion and breadth
|
P4674
|
Systematic
|
Trust
|
USD
|
2024-09-07
| 1,774,719
| 112,793
| 1,661,926
| 1
| 63.3
| 25.1
| 1.7
| 9.8
|
AMZN:33.3%;VNQ:33.3%;VTI:33.3%
|
US:60.2;EU:12.8;APAC:12.7;EM:10.7;Other:3.6
|
Value:+0.6;Growth:-0.1;Quality:0.0;Size:+0.7;Momentum:-0.3;LowVol:-0.7
|
MaxPos8%
| 10
| 25
| 5
|
hard 12%
| 191
| 17.9
|
Volatile
| 21.5
| 4.72
| 3.5
| 147
| 55
| 83
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| 7
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 61
| -40
| 181
| 4
| false
|
Increase defensive factor exposure
|
P4675
|
Active
|
IRA
|
USD
|
2025-07-23
| 2,167,537
| 176,467
| 1,991,070
| 1
| 62.4
| 29.5
| 0.7
| 7.4
|
HYG:33.3%;AAPL:33.3%;MUB:33.3%
|
US:68.3;EU:7.1;APAC:13.8;EM:10.1;Other:0.7
|
Value:-0.5;Growth:+0.2;Quality:+0.2;Size:+0.5;Momentum:+0.3;LowVol:-0.6
|
NoDerivatives
| 10
| 30
| 4.6
|
trailing 8%
| 145
| 26.1
|
Bull
| 14.8
| 4.06
| 2.2
| 91
| 78
| 100
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -31
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 60
| -10
| 25
| 3
| false
|
Increase defensive factor exposure
|
P4676
|
Opportunistic
|
401k
|
USD
|
2025-04-16
| 1,005,337
| 64,001
| 941,336
| 1
| 66.5
| 19.4
| 7.3
| 6.8
|
VTI:33.3%;BRK.B:33.3%;HYG:33.3%
|
US:64.4;EU:14.0;APAC:10.5;EM:8.3;Other:2.7
|
Value:-0.1;Growth:-0.2;Quality:+0.4;Size:+0.2;Momentum:-0.7;LowVol:+0.2
| null | 8
| 25
| 6.4
|
hard 12%
| 246
| 29.8
|
Bull
| 17.1
| 4.47
| 3.1
| 93
| 19
| 50
| 49
| false
|
Sell
|
Trim extended winner -1%
| 23
| 7
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| -13
| -9
| -9
| 5
| false
|
Within IPS guidelines
|
P4677
|
Hands-off
|
Taxable
|
USD
|
2025-07-18
| 718,838
| 41,936
| 676,902
| 1
| 58.2
| 28
| 8
| 5.8
|
GLD:33.3%;MUB:33.3%;IEF:33.3%
|
US:62.9;EU:16.4;APAC:10.8;EM:7.5;Other:2.4
|
Value:+0.9;Growth:+0.8;Quality:+0.9;Size:-0.8;Momentum:+0.8;LowVol:-0.9
|
ESGOnly
| 6
| 25
| 4.5
|
trailing 10%
| 149
| 13.1
|
Sideways
| 15.1
| 4.91
| 3.4
| 129
| 14
| 65
| 49
| false
|
Sell
|
Trim extended winner -1%
| 25
| -12
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| 11
| 6
| 11
| 3
| false
|
Tax-aware sells next window
|
P4678
|
Hands-off
|
Taxable
|
USD
|
2025-11-19
| 739,120
| 67,373
| 671,747
| 1
| 59.2
| 18
| 14
| 8.9
|
HYG:28.3%;GLD:28.3%;BND:15.0%;VNQ:28.3%
|
US:65.8;EU:15.9;APAC:7.2;EM:9.8;Other:1.2
|
Value:-0.6;Growth:+0.8;Quality:-0.3;Size:+0.5;Momentum:-0.6;LowVol:+0.8
|
ESGOnly;MaxPos7%
| 7
| 25
| 3.2
|
hard 10%
| 91
| 18.4
|
Bull
| 12.1
| 4.69
| 3.5
| 70
| 25
| 65
| 40
| false
|
Sell
|
Trim extended winner -1%
| 2
| -34
|
BrokerC
|
VWAP
| 89
| null | null |
Normal monitoring
| -27
| -9
| 74
| 4
| false
|
Increase defensive factor exposure
|
P4679
|
Cautious
|
Trust
|
USD
|
2024-11-02
| 158,347
| 24,815
| 133,532
| 1
| 48
| 42
| 0
| 10
|
TSLA:12.2%;VTI:19.7%;BND:20.3%;GLD:15.4%;AMZN:18.0%;HYG:14.4%
|
US:62.0;EU:19.2;APAC:11.9;EM:6.7;Other:0.2
|
Value:+0.7;Growth:-0.3;Quality:-0.8;Size:+0.9;Momentum:+0.1;LowVol:-0.1
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 30
| 5.8
|
trailing 8%
| 164
| 19.9
|
Sideways
| 18.2
| 3.96
| 3.3
| 92
| 44
| 80
| 55
| false
|
Buy
|
Add to core equity +1%
| 3
| -2
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 77
| -9
| 193
| 3
| false
|
Tighten stops on momentum names
|
P4680
|
Opportunistic
|
Trust
|
USD
|
2025-03-24
| 1,025,757
| 67,105
| 958,652
| 1
| 70.8
| 10.5
| 14.1
| 4.6
|
VTI:21.5%;XLF:9.6%;MUB:17.1%;VOO:21.5%;TLT:8.8%;VNQ:21.5%
|
US:70.3;EU:9.8;APAC:6.6;EM:11.3;Other:2.0
|
Value:+0.4;Growth:-0.3;Quality:-0.2;Size:+0.2;Momentum:+0.6;LowVol:+0.5
|
NoDerivatives
| 8
| 35
| 4.2
|
trailing 7%
| 245
| 34.8
|
Volatile
| 29.8
| 5.36
| 2.3
| 178
| 37
| 64
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -2
|
BrokerB
|
LMT
| 89
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 91
| -55
| 201
| 5
| false
|
Tax-aware sells next window
|
P4681
|
Opportunistic
|
401k
|
USD
|
2025-02-07
| 1,216,700
| 70,479
| 1,146,221
| 1.21
| 72.9
| 17.9
| 2.4
| 6.8
|
BND:13.3%;TLT:18.6%;MUB:9.3%;QQQ:20.7%;VNQ:20.7%;XLF:17.4%
|
US:61.8;EU:18.4;APAC:5.3;EM:10.5;Other:4.0
|
Value:+0.1;Growth:+0.7;Quality:+0.3;Size:-0.2;Momentum:-0.5;LowVol:-0.2
| null | 10
| 25
| 5.3
|
hard 12%
| 245
| 20.5
|
Volatile
| 28.1
| 4.78
| 2.7
| 121
| 71
| 88
| 76
| true
|
Rebalance
|
Rebalance back to target bands
| 34
| -20
|
BrokerD
|
MKT
| 90
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 78
| -43
| 65
| 4
| false
|
Tighten stops on momentum names
|
P4682
|
Opportunistic
|
401k
|
USD
|
2025-03-21
| 906,777
| 61,694
| 845,083
| 1
| 72.8
| 11.3
| 7.4
| 8.4
|
TLT:26.6%;TSLA:20.2%;AAPL:26.6%;VTI:26.6%
|
US:63.9;EU:16.6;APAC:11.7;EM:3.6;Other:4.2
|
Value:-0.3;Growth:-0.7;Quality:+0.1;Size:-0.0;Momentum:-0.9;LowVol:+0.4
|
MaxPos6%;NoDerivatives
| 10
| 30
| 4.5
|
trailing 9%
| 160
| 25.4
|
Bear
| 31.4
| 4.37
| 2.3
| 198
| -25
| 26
| 94
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -6
| -38
|
BrokerA
|
LMT
| 96
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 27
| -8
| -7
| 2
| false
|
Tighten stops on momentum names
|
P4683
|
Active
|
Trust
|
USD
|
2025-09-22
| 1,768,509
| 146,311
| 1,622,198
| 1.22
| 51.4
| 21.1
| 22.5
| 5
|
QQQ:17.3%;BND:17.0%;MUB:20.2%;TLT:8.4%;VNQ:20.2%;VTI:16.8%
|
US:62.2;EU:15.6;APAC:9.1;EM:9.3;Other:3.8
|
Value:-0.8;Growth:+0.3;Quality:-0.9;Size:+0.2;Momentum:-0.6;LowVol:+0.3
|
MaxPos8%;NoDerivatives
| 8
| 30
| 5.5
|
trailing 8%
| 196
| 26.5
|
Bull
| 16.4
| 4.68
| 3.2
| 112
| 90
| 80
| 41
| false
|
NoAction
|
Within bands; monitor
| 13
| -20
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| 16
| -42
| 7
| 4
| false
|
Tax-aware sells next window
|
P4684
|
Hands-off
|
IRA
|
USD
|
2024-09-08
| 825,535
| 44,505
| 781,030
| 1
| 63.8
| 17.5
| 10.3
| 8.4
|
GLD:25.9%;TLT:22.3%;TSLA:25.9%;QQQ:25.9%
|
US:57.7;EU:17.8;APAC:14.7;EM:7.3;Other:2.5
|
Value:-0.9;Growth:-1.0;Quality:-0.4;Size:-0.9;Momentum:+1.0;LowVol:-0.7
|
MaxPos5%;NoDerivatives
| 10
| 30
| 3.1
|
trailing 8%
| 123
| 17.7
|
Volatile
| 27.7
| 5.04
| 3
| 142
| -52
| 12
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -9
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 20
| 6
| 31
| 5
| false
|
Tighten stops on momentum names
|
P4685
|
Cautious
|
IRA
|
USD
|
2025-06-16
| 820,181
| 124,989
| 695,192
| 1
| 44
| 41.5
| 1.3
| 13.2
|
HYG:21.9%;TSLA:19.1%;AMZN:15.5%;AAPL:21.9%;QQQ:21.6%
|
US:61.8;EU:13.8;APAC:12.3;EM:10.2;Other:1.9
|
Value:+0.2;Growth:+0.1;Quality:-0.8;Size:-0.1;Momentum:+0.4;LowVol:-0.7
|
NoMargin
| 6
| 30
| 4.5
|
trailing 10%
| 159
| 15.9
|
Sideways
| 21.4
| 3.59
| 2.9
| 139
| 11
| 52
| 43
| false
|
Sell
|
Trim extended winner -1%
| 13
| -6
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 82
| 9
| 52
| 4
| false
|
Monitor dispersion and breadth
|
P4686
|
Cautious
|
401k
|
USD
|
2025-10-28
| 780,739
| 101,100
| 679,639
| 1
| 43.7
| 35.3
| 7.8
| 13.2
|
VOO:20.5%;MUB:16.4%;VTI:9.7%;TLT:20.5%;QQQ:17.5%;BND:15.3%
|
US:68.9;EU:7.9;APAC:11.6;EM:7.3;Other:4.4
|
Value:-0.0;Growth:-0.4;Quality:-0.9;Size:-0.1;Momentum:+0.2;LowVol:+0.5
|
MaxPos7%;NoMargin
| 7
| 35
| 5.9
|
trailing 8%
| 162
| 13
|
Bull
| 14.7
| 4.56
| 2.3
| 79
| 101
| 92
| 36
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -2
| -5
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 28
| -20
| 29
| 5
| false
|
Within IPS guidelines
|
P4687
|
Hands-off
|
IRA
|
USD
|
2025-03-22
| 206,229
| 11,111
| 195,118
| 1
| 59.3
| 21.8
| 11.9
| 7
|
TLT:26.7%;BRK.B:20.0%;IEF:26.7%;MUB:26.7%
|
US:71.6;EU:13.1;APAC:10.0;EM:4.4;Other:0.9
|
Value:+0.1;Growth:-0.1;Quality:-0.8;Size:+0.6;Momentum:+0.9;LowVol:-0.6
|
ESGOnly;NoDerivatives
| 10
| 25
| 4.5
|
trailing 8%
| 132
| 19.1
|
Sideways
| 15.2
| 4.42
| 2.9
| 139
| -24
| 32
| 50
| false
|
Buy
|
Add to core equity +1%
| -9
| 7
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| -23
| 16
| -54
| 4
| false
|
Tax-aware sells next window
|
P4688
|
Opportunistic
|
Taxable
|
USD
|
2024-09-13
| 527,988
| 32,983
| 495,005
| 1.24
| 68.2
| 17.9
| 7
| 6.8
|
GLD:23.2%;MSFT:24.6%;BRK.B:26.1%;AAPL:26.1%
|
US:59.7;EU:16.5;APAC:11.4;EM:8.2;Other:4.2
|
Value:-0.7;Growth:-0.5;Quality:+0.1;Size:-0.4;Momentum:-0.2;LowVol:+0.5
| null | 10
| 35
| 5.4
|
trailing 7%
| 238
| 33.5
|
Bull
| 17.2
| 4.71
| 2.4
| 104
| 49
| 79
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -9
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| 37
| -26
| 18
| 5
| false
|
Increase defensive factor exposure
|
P4689
|
Hands-off
|
Trust
|
USD
|
2025-09-06
| 743,285
| 33,203
| 710,082
| 1
| 64.1
| 28.2
| 0
| 7.8
|
BND:10.4%;AAPL:25.7%;TSLA:12.3%;VOO:25.7%;QQQ:25.7%
|
US:68.2;EU:9.3;APAC:10.1;EM:11.6;Other:0.8
|
Value:+0.7;Growth:-0.4;Quality:+0.1;Size:-0.8;Momentum:0.0;LowVol:-0.6
|
ESGOnly
| 10
| 30
| 4.9
|
trailing 8%
| 98
| 14.3
|
Bull
| 13.2
| 4.84
| 2.9
| 87
| 119
| 100
| 45
| false
|
Buy
|
Add to core equity +1%
| 19
| -23
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 22
| 15
| 138
| 5
| false
|
Within IPS guidelines
|
P4690
|
Systematic
|
Taxable
|
USD
|
2024-09-09
| 1,051,664
| 52,647
| 999,017
| 1
| 56
| 32.2
| 6.4
| 5.4
|
VTI:33.3%;BRK.B:33.3%;AAPL:33.3%
|
US:73.7;EU:6.3;APAC:13.4;EM:6.1;Other:0.4
|
Value:-0.3;Growth:+0.2;Quality:+0.4;Size:+0.6;Momentum:+0.2;LowVol:+0.5
| null | 7
| 25
| 4.7
|
hard 12%
| 173
| 22.8
|
Sideways
| 18
| 4.75
| 2.1
| 114
| 56
| 88
| 59
| true
|
Rebalance
|
Rebalance back to target bands
| 10
| 9
|
BrokerC
|
LMT
| 100
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 55
| 9
| 195
| 3
| true
|
Tax-aware sells next window
|
P4691
|
Hands-off
|
IRA
|
USD
|
2025-03-20
| 549,226
| 49,748
| 499,478
| 1
| 64.3
| 17.3
| 11.1
| 7.3
|
VOO:22.0%;QQQ:19.8%;GLD:22.0%;MUB:14.2%;HYG:22.0%
|
US:61.2;EU:18.2;APAC:7.2;EM:10.9;Other:2.5
|
Value:+0.3;Growth:+0.3;Quality:+0.7;Size:+0.2;Momentum:+0.8;LowVol:+0.3
|
MaxPos5%
| 7
| 30
| 3.6
|
trailing 8%
| 116
| 19.3
|
Sideways
| 17.4
| 4.3
| 2.1
| 129
| 13
| 54
| 54
| false
|
Sell
|
Trim extended winner -1%
| 22
| -26
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 76
| 2
| 113
| 4
| false
|
Increase defensive factor exposure
|
P4692
|
Opportunistic
|
Trust
|
USD
|
2025-08-17
| 1,766,577
| 60,069
| 1,706,508
| 1
| 73.5
| 18.1
| 0
| 8.4
|
MUB:26.5%;IEF:20.4%;TSLA:26.5%;GLD:26.5%
|
US:75.2;EU:9.6;APAC:8.1;EM:5.7;Other:1.4
|
Value:+0.2;Growth:0.0;Quality:-0.7;Size:-0.3;Momentum:-0.6;LowVol:-0.0
| null | 5
| 35
| 6.6
|
trailing 9%
| 187
| 22.1
|
Sideways
| 14.4
| 4.39
| 3
| 104
| 53
| 71
| 43
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 14
| -40
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 19
| -10
| 115
| 4
| false
|
Tax-aware sells next window
|
P4693
|
Cautious
|
Roth
|
USD
|
2025-05-03
| 289,207
| 44,227
| 244,980
| 1
| 48.3
| 35.9
| 0
| 15.8
|
TLT:25.7%;XLF:25.7%;IEF:25.7%;BRK.B:22.9%
|
US:67.6;EU:11.5;APAC:8.6;EM:9.7;Other:2.7
|
Value:+0.1;Growth:-0.4;Quality:+0.6;Size:-0.7;Momentum:+0.5;LowVol:-0.3
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 25
| 6
|
hard 10%
| 168
| 13
|
Bear
| 22.2
| 3.49
| 1.3
| 177
| -79
| 22
| 47
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 32
| -33
|
BrokerB
|
LMT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 102
| 6
| 104
| 3
| false
|
Tax-aware sells next window
|
P4694
|
Cautious
|
401k
|
USD
|
2024-11-14
| 559,038
| 65,914
| 493,124
| 1
| 39.6
| 30.9
| 13.1
| 16.4
|
VNQ:25.8%;TSLA:10.1%;QQQ:12.3%;MUB:25.8%;MSFT:25.8%
|
US:74.7;EU:7.0;APAC:7.2;EM:8.5;Other:2.6
|
Value:-0.8;Growth:-0.8;Quality:+0.7;Size:-0.4;Momentum:-0.6;LowVol:+0.3
|
MaxPos5%;NoMargin
| 8
| 35
| 3.5
|
trailing 8%
| 113
| 12.1
|
Sideways
| 21.3
| 3.88
| 3.1
| 95
| 37
| 81
| 39
| false
|
NoAction
|
Within bands; monitor
| -15
| -15
|
BrokerD
|
VWAP
| 95
| null | null |
Normal monitoring
| -30
| -44
| 13
| 5
| false
|
Monitor dispersion and breadth
|
P4695
|
Cautious
|
Taxable
|
USD
|
2025-06-16
| 554,045
| 53,249
| 500,796
| 1
| 44.6
| 40.2
| 0
| 15.2
|
VTI:22.3%;BRK.B:22.3%;QQQ:22.3%;GLD:9.5%;AAPL:14.0%;XLF:9.5%
|
US:69.4;EU:5.9;APAC:11.6;EM:9.3;Other:3.8
|
Value:-0.6;Growth:-0.7;Quality:+0.6;Size:-0.5;Momentum:-0.2;LowVol:-0.7
|
MaxPos8%;NoMargin
| 6
| 25
| 4.1
|
trailing 10%
| 106
| 19.1
|
Bull
| 17.7
| 4.86
| 2.6
| 72
| 56
| 80
| 46
| false
|
Buy
|
Add to core equity +1%
| 4
| 15
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| 83
| -44
| 68
| 4
| false
|
Tighten stops on momentum names
|
P4696
|
Hands-off
|
IRA
|
USD
|
2025-08-22
| 231,002
| 14,728
| 216,274
| 1
| 57.7
| 19.7
| 17.2
| 5.3
|
TLT:34.4%;TSLA:34.4%;BRK.B:31.1%
|
US:62.0;EU:14.1;APAC:13.4;EM:8.6;Other:1.8
|
Value:+0.4;Growth:+0.2;Quality:+0.9;Size:+0.8;Momentum:-0.4;LowVol:-0.3
|
ESGOnly;NoDerivatives
| 7
| 30
| 3.8
|
trailing 8%
| 128
| 15.3
|
Bull
| 14.8
| 4.68
| 3.3
| 96
| 22
| 56
| 35
| false
|
NoAction
|
Within bands; monitor
| 12
| -1
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 46
| -42
| 51
| 5
| false
|
Tax-aware sells next window
|
P4697
|
Systematic
|
Trust
|
USD
|
2025-11-19
| 1,067,947
| 64,620
| 1,003,327
| 1
| 57.7
| 27.3
| 8.5
| 6.5
|
QQQ:13.4%;VTI:24.6%;TLT:24.6%;BND:24.6%;GLD:12.9%
|
US:71.7;EU:11.9;APAC:9.1;EM:6.7;Other:0.6
|
Value:-0.4;Growth:+0.3;Quality:-0.4;Size:+0.9;Momentum:+1.0;LowVol:+0.4
|
MaxPos5%;NoDerivatives
| 6
| 25
| 4.9
|
trailing 9%
| 193
| 19.9
|
Bull
| 13
| 3.97
| 2.4
| 107
| 30
| 63
| 32
| false
|
Sell
|
Trim extended winner -1%
| 30
| -3
|
BrokerD
|
VWAP
| 91
| null | null |
Normal monitoring
| -59
| -18
| 33
| 4
| false
|
Tax-aware sells next window
|
P4698
|
Active
|
Taxable
|
USD
|
2025-11-02
| 1,153,089
| 133,538
| 1,019,551
| 1.23
| 61.7
| 22.5
| 7.3
| 8.5
|
VTI:22.9%;VOO:10.5%;BND:21.4%;AMZN:22.9%;TSLA:22.3%
|
US:58.2;EU:17.5;APAC:12.4;EM:9.9;Other:1.9
|
Value:+0.1;Growth:-0.7;Quality:-0.6;Size:-0.8;Momentum:-0.7;LowVol:-0.3
|
NoDerivatives
| 10
| 30
| 5.9
|
trailing 8%
| 216
| 26.4
|
Volatile
| 28.9
| 3.94
| 3.1
| 146
| 55
| 65
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| 10
|
BrokerB
|
VWAP
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 86
| -10
| 221
| 4
| false
|
Tax-aware sells next window
|
P4699
|
Systematic
|
Roth
|
USD
|
2024-12-21
| 800,966
| 56,870
| 744,096
| 1
| 58.1
| 23.7
| 13
| 5.2
|
BND:33.3%;TLT:33.3%;AAPL:33.3%
|
US:71.0;EU:10.8;APAC:12.9;EM:5.2;Other:0.2
|
Value:+0.1;Growth:+0.7;Quality:+0.7;Size:+0.2;Momentum:-0.4;LowVol:+0.1
|
MaxPos7%
| 10
| 35
| 4.2
|
hard 12%
| 220
| 16.3
|
Bull
| 17
| 4.48
| 3
| 118
| 113
| 100
| 38
| false
|
Buy
|
Add to core equity +1%
| 8
| -31
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 68
| -17
| 101
| 4
| false
|
Tax-aware sells next window
|
P4700
|
Hands-off
|
Trust
|
USD
|
2025-07-08
| 707,702
| 34,873
| 672,829
| 1
| 70.2
| 22.1
| 0
| 7.8
|
VOO:23.9%;AMZN:10.4%;TSLA:11.6%;BRK.B:23.9%;XLF:18.3%;AAPL:11.9%
|
US:65.1;EU:20.1;APAC:6.6;EM:3.6;Other:4.6
|
Value:+0.6;Growth:-0.1;Quality:+0.1;Size:0.0;Momentum:+0.6;LowVol:-0.2
|
ESGOnly;MaxPos5%
| 8
| 30
| 4.3
|
trailing 8%
| 106
| 18.1
|
Sideways
| 20
| 4.11
| 3
| 117
| -11
| 41
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| 12
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 50
| -14
| 66
| 4
| false
|
Monitor dispersion and breadth
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.