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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4701
|
Hands-off
|
Trust
|
USD
|
2024-10-16
| 724,071
| 40,183
| 683,888
| 1
| 70.6
| 17.8
| 2
| 9.6
|
TLT:18.9%;MUB:23.1%;BND:29.0%;QQQ:29.0%
|
US:74.6;EU:11.9;APAC:6.6;EM:4.6;Other:2.3
|
Value:+0.8;Growth:-0.6;Quality:+0.3;Size:-0.1;Momentum:-0.4;LowVol:+1.0
| null | 7
| 35
| 3.3
|
hard 10%
| 165
| 12.4
|
Sideways
| 14.6
| 4.87
| 2.7
| 104
| -13
| 57
| 47
| false
|
Sell
|
Trim extended winner -1%
| 12
| 14
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| -34
| -55
| -64
| 4
| false
|
Monitor dispersion and breadth
|
P4702
|
Systematic
|
Roth
|
USD
|
2024-10-12
| 1,268,332
| 95,495
| 1,172,837
| 1
| 66
| 22.3
| 4.5
| 7.2
|
AAPL:16.1%;BND:24.5%;IEF:24.5%;MSFT:12.7%;TSLA:22.2%
|
US:71.8;EU:10.5;APAC:8.2;EM:6.5;Other:3.0
|
Value:+0.2;Growth:-0.7;Quality:-0.8;Size:-0.3;Momentum:-0.8;LowVol:-0.1
|
MaxPos6%
| 10
| 30
| 5.1
|
trailing 8%
| 207
| 17
|
Bull
| 15.8
| 3.66
| 2
| 92
| 9
| 46
| 60
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 27
| 10
|
BrokerA
|
MKT
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 55
| -52
| 22
| 2
| false
|
Tighten stops on momentum names
|
P4703
|
Systematic
|
401k
|
USD
|
2024-12-07
| 1,384,104
| 133,551
| 1,250,553
| 1
| 58.6
| 29.4
| 5.3
| 6.6
|
TLT:20.1%;VNQ:19.3%;GLD:14.0%;AAPL:18.5%;IEF:19.8%;QQQ:8.3%
|
US:75.2;EU:9.0;APAC:7.1;EM:5.9;Other:2.8
|
Value:-0.1;Growth:+0.2;Quality:+0.9;Size:-0.2;Momentum:-0.7;LowVol:-0.2
|
MaxPos7%
| 10
| 30
| 5.9
|
trailing 8%
| 170
| 27.8
|
Bear
| 26.1
| 3.46
| 1.7
| 208
| 6
| 44
| 58
| false
|
Buy
|
Add to core equity +1%
| 31
| 1
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 86
| -52
| 88
| 4
| false
|
Tighten stops on momentum names
|
P4704
|
Hands-off
|
Taxable
|
USD
|
2025-11-26
| 786,622
| 52,382
| 734,240
| 1
| 68.9
| 23.3
| 0
| 7.8
|
XLF:21.6%;MSFT:15.7%;BND:21.6%;TLT:19.6%;AMZN:21.6%
|
US:63.7;EU:12.5;APAC:9.4;EM:11.6;Other:2.7
|
Value:-0.5;Growth:-0.2;Quality:+0.2;Size:+0.7;Momentum:+0.3;LowVol:+0.6
| null | 7
| 30
| 3.5
|
trailing 8%
| 165
| 16.6
|
Bear
| 23.5
| 3.11
| 2.4
| 179
| -115
| 5
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| 4
|
BrokerC
|
MKT
| 93
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 107
| -10
| 212
| 4
| false
|
Increase defensive factor exposure
|
P4705
|
Opportunistic
|
Trust
|
USD
|
2025-12-15
| 1,603,210
| 124,561
| 1,478,649
| 1
| 68.7
| 17.3
| 9
| 5
|
VTI:18.2%;MSFT:22.2%;IEF:18.5%;TLT:22.2%;AMZN:18.9%
|
US:58.7;EU:14.2;APAC:14.8;EM:10.4;Other:1.8
|
Value:-1.0;Growth:+0.5;Quality:+0.5;Size:+0.9;Momentum:+0.7;LowVol:+0.1
|
NoDerivatives
| 5
| 25
| 6.2
|
hard 12%
| 271
| 28
|
Sideways
| 15.7
| 4.92
| 3.2
| 121
| 11
| 60
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -4
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| 32
| -43
| 147
| 5
| false
|
Tighten stops on momentum names
|
P4706
|
Opportunistic
|
Roth
|
USD
|
2024-07-13
| 1,543,879
| 61,709
| 1,482,170
| 1
| 62.4
| 20.2
| 9.3
| 8.1
|
VNQ:19.7%;AAPL:8.9%;MSFT:13.5%;QQQ:19.5%;TLT:19.2%;VTI:19.0%
|
US:66.7;EU:13.6;APAC:11.0;EM:7.4;Other:1.3
|
Value:+0.2;Growth:-0.7;Quality:-0.2;Size:+0.3;Momentum:+0.4;LowVol:-0.3
| null | 7
| 35
| 4
|
hard 12%
| 178
| 34.1
|
Bull
| 14.1
| 4.34
| 3.5
| 89
| 49
| 71
| 49
| false
|
Sell
|
Trim extended winner -1%
| 1
| -16
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| -51
| -58
| 78
| 5
| false
|
Within IPS guidelines
|
P4707
|
Hands-off
|
IRA
|
USD
|
2024-07-14
| 299,534
| 16,541
| 282,993
| 1
| 68
| 15.5
| 9.7
| 6.9
|
XLF:14.1%;MSFT:20.2%;AMZN:9.6%;VOO:14.8%;MUB:20.6%;GLD:20.6%
|
US:71.6;EU:10.1;APAC:7.1;EM:9.4;Other:1.8
|
Value:+0.7;Growth:-0.8;Quality:+0.9;Size:-0.7;Momentum:+0.8;LowVol:+0.9
| null | 10
| 35
| 4.4
|
hard 10%
| 170
| 12.7
|
Volatile
| 21.3
| 5.19
| 2.1
| 136
| 45
| 62
| 65
| true
|
Rebalance
|
Rebalance back to target bands
| 32
| -36
|
BrokerC
|
LMT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -6
| -38
| 92
| 2
| false
|
Tax-aware sells next window
|
P4708
|
Active
|
Trust
|
USD
|
2025-05-20
| 2,481,921
| 249,754
| 2,232,167
| 1
| 59.6
| 28.2
| 5.9
| 6.4
|
AMZN:17.9%;BND:21.1%;TLT:22.1%;GLD:16.8%;HYG:22.1%
|
US:70.8;EU:7.0;APAC:7.0;EM:11.9;Other:3.4
|
Value:+0.1;Growth:-0.2;Quality:-0.8;Size:+0.3;Momentum:-0.3;LowVol:-0.3
|
NoDerivatives
| 10
| 35
| 5.8
|
trailing 9%
| 173
| 16.6
|
Volatile
| 31.6
| 4.72
| 4.2
| 135
| -16
| 34
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -9
| 2
|
BrokerC
|
MKT
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 68
| -3
| 126
| 5
| false
|
Increase defensive factor exposure
|
P4709
|
Cautious
|
IRA
|
USD
|
2024-09-24
| 632,192
| 57,442
| 574,750
| 1
| 46.8
| 31
| 11.4
| 10.8
|
AMZN:13.5%;IEF:20.6%;GLD:9.8%;TLT:20.6%;VTI:18.0%;BND:17.4%
|
US:57.5;EU:15.0;APAC:11.5;EM:11.1;Other:4.8
|
Value:+0.8;Growth:-0.4;Quality:-0.1;Size:-0.8;Momentum:+0.6;LowVol:-0.2
|
ESGOnly;NoMargin
| 7
| 30
| 4.4
|
trailing 8%
| 135
| 14.2
|
Bull
| 16.8
| 4.72
| 3.1
| 118
| 115
| 97
| 48
| false
|
Sell
|
Trim extended winner -1%
| -11
| -31
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 8
| -1
| -23
| 5
| false
|
Monitor dispersion and breadth
|
P4710
|
Systematic
|
Roth
|
USD
|
2024-07-25
| 1,852,788
| 164,182
| 1,688,606
| 1
| 59
| 31.5
| 0
| 9.6
|
AAPL:22.6%;TLT:22.3%;AMZN:22.6%;VOO:22.6%;IEF:9.9%
|
US:70.7;EU:11.7;APAC:9.5;EM:7.8;Other:0.3
|
Value:-0.5;Growth:+0.2;Quality:+0.1;Size:-0.8;Momentum:-0.6;LowVol:+0.7
|
NoDerivatives
| 5
| 25
| 5.6
|
trailing 9%
| 198
| 20.7
|
Volatile
| 24.6
| 5.18
| 2.7
| 179
| 73
| 100
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -12
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 116
| -6
| 212
| 5
| false
|
Tax-aware sells next window
|
P4711
|
Active
|
Roth
|
USD
|
2024-09-10
| 505,498
| 47,649
| 457,849
| 1.22
| 55.1
| 19.7
| 17.3
| 7.9
|
BND:33.3%;QQQ:33.3%;HYG:33.3%
|
US:74.8;EU:9.7;APAC:7.0;EM:4.8;Other:3.6
|
Value:+0.5;Growth:-0.4;Quality:-0.5;Size:-0.9;Momentum:-0.8;LowVol:-0.5
| null | 10
| 35
| 5.8
|
trailing 8%
| 162
| 27.4
|
Bear
| 22.9
| 3.69
| 1.6
| 210
| -25
| 26
| 62
| false
|
Buy
|
Add to core equity +1%
| -11
| -33
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 106
| 19
| 75
| 5
| false
|
Increase defensive factor exposure
|
P4712
|
Cautious
|
IRA
|
USD
|
2024-09-24
| 666,195
| 71,834
| 594,361
| 1
| 41.4
| 36.2
| 7.1
| 15.3
|
AMZN:24.5%;AAPL:27.4%;HYG:27.4%;TLT:20.7%
|
US:71.7;EU:9.3;APAC:11.1;EM:6.4;Other:1.4
|
Value:+0.7;Growth:+0.3;Quality:+0.6;Size:+0.9;Momentum:-0.7;LowVol:+0.1
|
NoDerivatives;NoMargin
| 6
| 35
| 4.5
|
trailing 8%
| 100
| 19.5
|
Bull
| 17.6
| 4.52
| 2.7
| 103
| 31
| 55
| 44
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| -39
|
BrokerC
|
VWAP
| 97
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 16
| -19
| 85
| 4
| false
|
Within IPS guidelines
|
P4713
|
Hands-off
|
Taxable
|
USD
|
2025-05-17
| 598,184
| 57,845
| 540,339
| 1
| 68.6
| 25.4
| 0
| 6.1
|
MUB:33.3%;BND:33.3%;QQQ:33.3%
|
US:56.7;EU:17.4;APAC:12.5;EM:9.6;Other:3.8
|
Value:-0.5;Growth:-0.7;Quality:+0.8;Size:+0.5;Momentum:+0.7;LowVol:-0.9
|
ESGOnly;NoDerivatives
| 10
| 35
| 6
|
trailing 10%
| 112
| 17.8
|
Bear
| 29.1
| 3.54
| 2.6
| 170
| -117
| 5
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 6
| 10
|
BrokerD
|
MKT
| 89
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -16
| -52
| 59
| 2
| false
|
Tighten stops on momentum names
|
P4714
|
Active
|
401k
|
USD
|
2025-06-19
| 1,513,294
| 162,672
| 1,350,622
| 1.18
| 60.9
| 29.8
| 2.5
| 6.8
|
IEF:21.8%;TLT:19.0%;AAPL:19.7%;BND:21.8%;HYG:17.7%
|
US:72.4;EU:13.8;APAC:6.4;EM:4.6;Other:2.8
|
Value:+0.9;Growth:+0.4;Quality:+1.0;Size:+0.5;Momentum:+0.4;LowVol:+0.6
| null | 7
| 35
| 4.1
|
hard 12%
| 154
| 21.2
|
Volatile
| 25.7
| 4.97
| 2
| 138
| 0
| 61
| 76
| true
|
Rebalance
|
Rebalance back to target bands
| 11
| -31
|
BrokerC
|
LMT
| 99
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 67
| -3
| 59
| 5
| false
|
Within IPS guidelines
|
P4715
|
Hands-off
|
Taxable
|
USD
|
2025-05-04
| 257,621
| 19,535
| 238,086
| 1
| 65.9
| 25.9
| 0.3
| 7.9
|
GLD:24.1%;MUB:25.4%;TSLA:25.1%;AAPL:25.4%
|
US:64.6;EU:9.2;APAC:16.8;EM:3.9;Other:5.4
|
Value:-0.2;Growth:-0.0;Quality:+0.5;Size:-1.0;Momentum:-0.0;LowVol:+0.6
|
NoDerivatives
| 6
| 30
| 4.4
|
trailing 10%
| 109
| 15.5
|
Sideways
| 19.5
| 3.74
| 2.9
| 116
| 31
| 50
| 57
| false
|
Buy
|
Add to core equity +1%
| 14
| -11
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 98
| 15
| 193
| 3
| false
|
Within IPS guidelines
|
P4716
|
Systematic
|
Trust
|
USD
|
2024-08-30
| 615,918
| 31,386
| 584,532
| 1
| 55.9
| 21
| 13.8
| 9.2
|
MSFT:23.0%;BND:22.4%;AMZN:19.6%;BRK.B:23.0%;VTI:11.9%
|
US:56.4;EU:15.8;APAC:12.7;EM:11.1;Other:4.0
|
Value:+0.3;Growth:-0.4;Quality:+0.1;Size:+0.2;Momentum:-0.2;LowVol:-0.9
| null | 5
| 30
| 5.2
|
trailing 9%
| 195
| 24.3
|
Bull
| 14.9
| 4.44
| 3
| 85
| 84
| 100
| 51
| false
|
Sell
|
Trim extended winner -1%
| 33
| -32
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 68
| -25
| 129
| 3
| false
|
Monitor dispersion and breadth
|
P4717
|
Systematic
|
Roth
|
USD
|
2025-12-23
| 1,644,492
| 99,185
| 1,545,307
| 1
| 64
| 26.6
| 0
| 9.4
|
BND:22.2%;TSLA:15.1%;HYG:22.2%;IEF:22.2%;XLF:8.8%;VTI:9.5%
|
US:72.8;EU:6.2;APAC:6.9;EM:10.6;Other:3.7
|
Value:-1.0;Growth:+0.8;Quality:-0.9;Size:+0.9;Momentum:0.0;LowVol:+1.0
|
MaxPos6%
| 8
| 30
| 4.2
|
trailing 9%
| 136
| 20.2
|
Bear
| 33.7
| 4.43
| 3
| 152
| -97
| 5
| 95
| true
|
Hedge
|
Buy index puts 1% notional
| 10
| -30
|
BrokerB
|
LMT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 116
| -40
| 191
| 5
| false
|
Within IPS guidelines
|
P4718
|
Opportunistic
|
Taxable
|
USD
|
2025-02-13
| 575,783
| 28,131
| 547,652
| 1
| 63
| 14.8
| 16.5
| 5.7
|
MUB:25.8%;BND:25.8%;TSLA:25.8%;MSFT:12.7%;XLF:9.8%
|
US:68.3;EU:10.3;APAC:11.0;EM:7.1;Other:3.3
|
Value:+0.1;Growth:-0.0;Quality:-0.3;Size:-0.2;Momentum:-0.4;LowVol:+0.2
|
MaxPos8%
| 8
| 35
| 6.8
|
hard 12%
| 274
| 32.6
|
Bear
| 30.7
| 4.27
| 2.4
| 186
| -104
| 5
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| -14
|
BrokerA
|
MKT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 0
| -2
| -32
| 4
| false
|
Monitor dispersion and breadth
|
P4719
|
Cautious
|
401k
|
USD
|
2025-02-07
| 859,318
| 75,149
| 784,169
| 1
| 40.3
| 34.3
| 11.6
| 13.8
|
QQQ:20.9%;VOO:26.8%;VNQ:26.8%;MSFT:12.3%;XLF:13.2%
|
US:78.7;EU:8.0;APAC:8.2;EM:4.1;Other:0.9
|
Value:-0.8;Growth:-0.1;Quality:+0.9;Size:-0.1;Momentum:-0.2;LowVol:+0.3
|
ESGOnly;NoMargin
| 7
| 30
| 4.2
|
trailing 8%
| 117
| 14.6
|
Volatile
| 24.3
| 4
| 3
| 156
| -14
| 37
| 47
| false
|
Buy
|
Add to core equity +1%
| -12
| -24
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| -27
| 5
| 75
| 4
| false
|
Within IPS guidelines
|
P4720
|
Active
|
Trust
|
USD
|
2024-11-20
| 2,320,741
| 233,872
| 2,086,869
| 1.22
| 60.2
| 21.7
| 12.2
| 6
|
IEF:33.3%;VOO:33.3%;AMZN:33.3%
|
US:66.0;EU:9.2;APAC:16.7;EM:3.8;Other:4.3
|
Value:0.0;Growth:+0.3;Quality:-0.5;Size:+0.5;Momentum:-0.2;LowVol:+0.1
|
MaxPos8%
| 8
| 25
| 5
|
hard 12%
| 196
| 17.4
|
Bull
| 11.5
| 3.96
| 2.4
| 74
| 60
| 67
| 47
| false
|
Buy
|
Add to core equity +1%
| 0
| -11
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 91
| -50
| 156
| 3
| false
|
Within IPS guidelines
|
P4721
|
Systematic
|
Roth
|
USD
|
2025-04-20
| 890,579
| 75,252
| 815,327
| 1
| 55.8
| 29.4
| 6.4
| 8.5
|
GLD:25.0%;VOO:25.0%;MUB:25.0%;TSLA:25.0%
|
US:77.3;EU:6.1;APAC:10.9;EM:4.2;Other:1.5
|
Value:+0.1;Growth:-0.0;Quality:0.0;Size:+0.4;Momentum:+0.1;LowVol:-1.0
| null | 10
| 30
| 6
|
trailing 9%
| 208
| 17.4
|
Sideways
| 18.9
| 5
| 3.2
| 122
| 46
| 63
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| -18
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| 12
| -2
| 116
| 5
| false
|
Within IPS guidelines
|
P4722
|
Hands-off
|
401k
|
USD
|
2024-12-21
| 190,856
| 16,985
| 173,871
| 1
| 66.3
| 17.5
| 8.3
| 7.9
|
VNQ:33.3%;AMZN:33.3%;BRK.B:33.3%
|
US:78.8;EU:5.6;APAC:8.9;EM:5.4;Other:1.3
|
Value:+0.9;Growth:-0.8;Quality:+0.7;Size:+0.4;Momentum:+0.6;LowVol:-0.9
|
ESGOnly;MaxPos7%
| 7
| 35
| 5
|
trailing 8%
| 134
| 19.6
|
Bull
| 14.3
| 3.72
| 3
| 98
| 78
| 100
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -31
|
BrokerB
|
VWAP
| 86
| null | null |
Normal monitoring
| 51
| -17
| 33
| 4
| false
|
Increase defensive factor exposure
|
P4723
|
Hands-off
|
Taxable
|
USD
|
2025-08-28
| 353,675
| 22,129
| 331,546
| 1
| 66.8
| 27
| 0
| 6.3
|
MSFT:36.9%;VNQ:26.1%;HYG:36.9%
|
US:65.4;EU:18.0;APAC:11.4;EM:5.1;Other:0.1
|
Value:-0.7;Growth:+0.1;Quality:-0.8;Size:+0.6;Momentum:0.0;LowVol:+0.5
|
MaxPos6%
| 7
| 30
| 5.8
|
hard 10%
| 119
| 14.1
|
Sideways
| 21.8
| 4.63
| 2.5
| 104
| -27
| 28
| 68
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| -4
|
BrokerB
|
MKT
| 92
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 61
| -1
| 147
| 3
| false
|
Increase defensive factor exposure
|
P4724
|
Hands-off
|
Taxable
|
USD
|
2025-09-28
| 710,455
| 60,463
| 649,992
| 1
| 58.8
| 22.9
| 10.4
| 8
|
AMZN:19.3%;BND:27.7%;VOO:27.7%;VNQ:25.2%
|
US:73.0;EU:7.8;APAC:11.4;EM:6.8;Other:1.1
|
Value:-0.3;Growth:-0.3;Quality:+0.7;Size:-0.1;Momentum:-0.9;LowVol:+0.1
|
ESGOnly;MaxPos7%;NoDerivatives
| 7
| 30
| 4.6
|
hard 10%
| 136
| 16.7
|
Bear
| 24.2
| 3.91
| 1.1
| 166
| -114
| 5
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| 3
|
BrokerC
|
MKT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 32
| -23
| 19
| 3
| false
|
Tax-aware sells next window
|
P4725
|
Active
|
Taxable
|
USD
|
2024-08-12
| 1,235,421
| 100,305
| 1,135,116
| 1
| 54
| 27.7
| 9.6
| 8.7
|
VOO:21.3%;BND:19.7%;MSFT:21.3%;VNQ:18.3%;AMZN:19.4%
|
US:58.1;EU:15.0;APAC:13.1;EM:9.5;Other:4.3
|
Value:+0.8;Growth:-0.5;Quality:+0.5;Size:+0.7;Momentum:+0.7;LowVol:-0.7
|
MaxPos6%;NoDerivatives
| 10
| 25
| 5.8
|
trailing 8%
| 222
| 27.9
|
Sideways
| 15.8
| 4.65
| 3
| 106
| 59
| 75
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| 0
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| -36
| -59
| 82
| 4
| false
|
Increase defensive factor exposure
|
P4726
|
Cautious
|
Taxable
|
USD
|
2025-06-22
| 516,748
| 71,870
| 444,878
| 1
| 38.7
| 44.3
| 0
| 17
|
TLT:26.7%;VOO:36.6%;HYG:36.6%
|
US:66.4;EU:9.7;APAC:9.1;EM:10.6;Other:4.2
|
Value:+0.5;Growth:-0.3;Quality:-0.8;Size:-1.0;Momentum:-0.0;LowVol:-0.8
|
ESGOnly;NoMargin
| 8
| 30
| 3.2
|
trailing 8%
| 95
| 18.3
|
Bull
| 15.9
| 3.52
| 3.5
| 77
| 104
| 89
| 31
| false
|
Buy
|
Add to core equity +1%
| 29
| -35
|
BrokerA
|
VWAP
| 92
| null | null |
Normal monitoring
| -20
| 1
| -57
| 5
| false
|
Within IPS guidelines
|
P4727
|
Hands-off
|
Roth
|
USD
|
2025-11-20
| 646,399
| 48,118
| 598,281
| 1
| 64.8
| 18.6
| 8
| 8.6
|
IEF:27.5%;VOO:27.5%;BND:25.5%;HYG:19.6%
|
US:58.7;EU:14.8;APAC:13.8;EM:11.6;Other:1.0
|
Value:-0.9;Growth:-0.9;Quality:+0.6;Size:-1.0;Momentum:-0.5;LowVol:-0.3
| null | 6
| 35
| 5.3
|
hard 10%
| 150
| 19.2
|
Sideways
| 20
| 3.92
| 2
| 90
| -28
| 51
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| 3
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| -31
| -29
| 80
| 5
| false
|
Monitor dispersion and breadth
|
P4728
|
Hands-off
|
Trust
|
USD
|
2024-10-23
| 597,107
| 43,378
| 553,729
| 1
| 65
| 21.5
| 5.9
| 7.6
|
VOO:35.2%;IEF:29.6%;TLT:35.2%
|
US:66.4;EU:13.7;APAC:11.7;EM:5.4;Other:2.9
|
Value:-0.9;Growth:+0.5;Quality:-0.7;Size:+1.0;Momentum:+0.6;LowVol:-1.0
| null | 5
| 35
| 3.7
|
hard 10%
| 106
| 12.1
|
Sideways
| 20.3
| 3.53
| 2.7
| 107
| 57
| 86
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -36
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 29
| -48
| 121
| 4
| false
|
Monitor dispersion and breadth
|
P4729
|
Opportunistic
|
IRA
|
USD
|
2024-09-05
| 875,418
| 37,872
| 837,546
| 1
| 66.6
| 14.7
| 11.4
| 7.3
|
BRK.B:20.8%;GLD:17.0%;IEF:13.0%;QQQ:17.5%;MUB:13.1%;VTI:18.6%
|
US:65.3;EU:17.8;APAC:8.9;EM:7.0;Other:1.0
|
Value:+0.3;Growth:-0.1;Quality:-0.2;Size:+0.8;Momentum:+0.6;LowVol:-0.5
|
NoDerivatives
| 6
| 35
| 4.2
|
trailing 7%
| 195
| 24.5
|
Bull
| 14.9
| 3.64
| 2.1
| 104
| 19
| 71
| 42
| false
|
Buy
|
Add to core equity +1%
| 21
| 10
|
BrokerB
|
VWAP
| 94
| null | null |
Normal monitoring
| -24
| 5
| -43
| 3
| false
|
Within IPS guidelines
|
P4730
|
Active
|
Roth
|
USD
|
2025-03-26
| 2,388,485
| 204,398
| 2,184,087
| 1
| 61.5
| 30.9
| 0
| 7.6
|
MSFT:25.0%;VNQ:25.0%;GLD:25.0%;TLT:25.0%
|
US:69.1;EU:13.9;APAC:9.3;EM:3.6;Other:4.1
|
Value:-0.0;Growth:+0.3;Quality:-0.5;Size:+0.9;Momentum:-0.0;LowVol:0.0
| null | 6
| 25
| 4.3
|
trailing 9%
| 165
| 24.1
|
Volatile
| 28
| 4.54
| 2.4
| 153
| 46
| 81
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -20
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 8
| -20
| 141
| 4
| false
|
Tax-aware sells next window
|
P4731
|
Hands-off
|
Taxable
|
USD
|
2024-11-17
| 240,283
| 16,030
| 224,253
| 1
| 70.3
| 17.3
| 3.9
| 8.6
|
MUB:33.3%;BRK.B:33.3%;HYG:33.3%
|
US:66.4;EU:15.9;APAC:7.9;EM:6.9;Other:2.9
|
Value:-0.9;Growth:+0.7;Quality:-0.1;Size:+0.4;Momentum:-0.5;LowVol:-0.3
|
ESGOnly;MaxPos6%
| 5
| 35
| 3.9
|
trailing 8%
| 140
| 18.9
|
Volatile
| 29.7
| 5.48
| 2.7
| 117
| 42
| 72
| 72
| true
|
Rebalance
|
Rebalance back to target bands
| 0
| -17
|
BrokerA
|
LMT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 71
| -39
| 180
| 2
| false
|
Tighten stops on momentum names
|
P4732
|
Hands-off
|
Trust
|
USD
|
2024-10-21
| 667,515
| 65,777
| 601,738
| 1
| 59.4
| 18.5
| 12.5
| 9.6
|
AMZN:24.3%;TLT:24.3%;XLF:15.7%;MSFT:23.4%;GLD:12.4%
|
US:65.8;EU:12.2;APAC:10.7;EM:10.2;Other:1.1
|
Value:+0.3;Growth:-0.5;Quality:+0.5;Size:-0.6;Momentum:+0.6;LowVol:-0.2
|
MaxPos6%
| 6
| 25
| 5.6
|
hard 10%
| 112
| 15.5
|
Bull
| 17.7
| 4.46
| 3.1
| 110
| 34
| 70
| 60
| false
|
Buy
|
Add to core equity +1%
| 32
| -18
|
BrokerD
|
LMT
| 100
| null | null |
Normal monitoring
| 100
| 1
| 77
| 4
| false
|
Tighten stops on momentum names
|
P4733
|
Hands-off
|
401k
|
USD
|
2025-05-08
| 838,405
| 58,361
| 780,044
| 1
| 62.9
| 29.3
| 0
| 7.8
|
VTI:26.3%;QQQ:21.2%;XLF:26.3%;VNQ:26.3%
|
US:68.9;EU:16.2;APAC:9.7;EM:4.2;Other:1.0
|
Value:-0.5;Growth:+0.7;Quality:+0.4;Size:+0.1;Momentum:-0.7;LowVol:+1.0
| null | 5
| 35
| 3.4
|
trailing 10%
| 148
| 18.7
|
Sideways
| 14.6
| 4.23
| 2.4
| 119
| 16
| 48
| 53
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -11
|
BrokerB
|
LMT
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -38
| -26
| 22
| 4
| false
|
Tighten stops on momentum names
|
P4734
|
Active
|
Taxable
|
USD
|
2025-08-03
| 2,443,006
| 253,073
| 2,189,933
| 1.21
| 63.2
| 30.4
| 0
| 6.4
|
VNQ:27.6%;BND:17.1%;BRK.B:27.6%;TSLA:27.6%
|
US:62.9;EU:14.7;APAC:11.4;EM:7.2;Other:3.8
|
Value:+0.8;Growth:+0.8;Quality:+0.1;Size:-0.7;Momentum:+0.5;LowVol:+0.3
|
MaxPos5%
| 5
| 35
| 5.6
|
trailing 8%
| 139
| 21
|
Volatile
| 30.1
| 4.35
| 2.3
| 172
| -10
| 58
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -17
|
BrokerB
|
MKT
| 95
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -14
| -48
| 36
| 2
| false
|
Monitor dispersion and breadth
|
P4735
|
Hands-off
|
401k
|
USD
|
2025-06-27
| 366,853
| 33,052
| 333,801
| 1
| 57.5
| 19.6
| 17.6
| 5.2
|
QQQ:11.4%;MUB:12.6%;TLT:22.5%;MSFT:13.0%;BND:18.0%;VOO:22.5%
|
US:68.0;EU:15.8;APAC:9.7;EM:6.4;Other:0.2
|
Value:-0.5;Growth:-0.6;Quality:+0.6;Size:+0.9;Momentum:-0.3;LowVol:+0.3
|
ESGOnly;MaxPos6%
| 6
| 25
| 5.1
|
trailing 10%
| 122
| 15.1
|
Bull
| 14.4
| 4.67
| 2.2
| 106
| 2
| 36
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| 3
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| 77
| -35
| 152
| 5
| false
|
Monitor dispersion and breadth
|
P4736
|
Hands-off
|
Roth
|
USD
|
2025-06-21
| 729,388
| 55,262
| 674,126
| 1
| 60.4
| 25.9
| 5
| 8.7
|
HYG:33.3%;TLT:33.3%;AAPL:33.3%
|
US:64.6;EU:13.9;APAC:10.8;EM:6.0;Other:4.7
|
Value:-0.5;Growth:+0.2;Quality:+0.6;Size:+0.2;Momentum:+0.1;LowVol:-0.4
| null | 10
| 25
| 4.5
|
trailing 8%
| 95
| 18.1
|
Bear
| 22
| 3.31
| 1.4
| 207
| -12
| 59
| 55
| false
|
Sell
|
Trim extended winner -1%
| -14
| -13
|
BrokerB
|
VWAP
| 95
| null | null |
Normal monitoring
| 89
| -51
| 225
| 4
| false
|
Monitor dispersion and breadth
|
P4737
|
Opportunistic
|
Trust
|
USD
|
2025-07-29
| 967,155
| 56,179
| 910,976
| 1
| 74.7
| 20.2
| 0
| 5.2
|
AAPL:27.8%;AMZN:27.8%;VNQ:27.8%;TLT:16.5%
|
US:70.2;EU:8.3;APAC:13.8;EM:6.9;Other:0.7
|
Value:-0.8;Growth:+0.7;Quality:+0.3;Size:-0.3;Momentum:0.0;LowVol:-0.4
| null | 10
| 35
| 6.8
|
trailing 9%
| 239
| 31.2
|
Sideways
| 22
| 3.59
| 2.2
| 138
| 44
| 71
| 76
| false
|
Sell
|
Trim extended winner -1%
| 30
| 13
|
BrokerD
|
VWAP
| 90
| null | null |
Normal monitoring
| 6
| -47
| -3
| 3
| false
|
Increase defensive factor exposure
|
P4738
|
Systematic
|
Taxable
|
USD
|
2024-11-16
| 1,496,799
| 62,652
| 1,434,147
| 1
| 59.7
| 24.1
| 6.7
| 9.6
|
TLT:7.5%;VNQ:16.0%;QQQ:23.2%;AMZN:23.2%;VTI:17.5%;IEF:12.6%
|
US:71.8;EU:9.0;APAC:5.5;EM:11.4;Other:2.3
|
Value:+0.1;Growth:-0.2;Quality:-0.5;Size:-0.9;Momentum:+0.7;LowVol:+0.4
|
NoDerivatives
| 10
| 35
| 5.8
|
trailing 8%
| 216
| 27.1
|
Volatile
| 22.5
| 5.29
| 3.7
| 171
| 25
| 64
| 50
| false
|
Buy
|
Add to core equity +1%
| 34
| -10
|
BrokerA
|
LMT
| 85
| null | null |
Normal monitoring
| 109
| -19
| 248
| 3
| false
|
Tax-aware sells next window
|
P4739
|
Active
|
IRA
|
USD
|
2025-04-24
| 2,306,938
| 198,966
| 2,107,972
| 1
| 65.3
| 25.6
| 1.3
| 7.8
|
MUB:28.7%;VOO:35.6%;MSFT:35.6%
|
US:63.6;EU:15.9;APAC:12.6;EM:4.3;Other:3.7
|
Value:+0.5;Growth:-0.5;Quality:+0.2;Size:+0.2;Momentum:-0.4;LowVol:+0.3
| null | 6
| 25
| 4.5
|
trailing 9%
| 173
| 16.1
|
Sideways
| 17.3
| 4.73
| 2.4
| 108
| -2
| 34
| 52
| false
|
Buy
|
Add to core equity +1%
| 29
| -40
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 63
| -4
| 55
| 4
| false
|
Tighten stops on momentum names
|
P4740
|
Active
|
Roth
|
USD
|
2024-11-01
| 1,593,065
| 134,886
| 1,458,179
| 1
| 54.9
| 22.8
| 14.8
| 7.5
|
MUB:23.7%;HYG:11.9%;MSFT:14.8%;IEF:12.8%;VOO:13.1%;GLD:23.7%
|
US:72.0;EU:9.3;APAC:8.1;EM:6.4;Other:4.2
|
Value:+0.2;Growth:+0.1;Quality:-0.1;Size:+0.8;Momentum:+0.3;LowVol:-0.1
| null | 8
| 30
| 4.3
|
trailing 8%
| 142
| 16.4
|
Bull
| 17.8
| 3.53
| 3.1
| 104
| 3
| 56
| 49
| false
|
Buy
|
Add to core equity +1%
| 11
| 6
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| -33
| -1
| 101
| 3
| false
|
Increase defensive factor exposure
|
P4741
|
Opportunistic
|
IRA
|
USD
|
2025-03-20
| 1,151,753
| 91,623
| 1,060,130
| 1
| 63.3
| 20.2
| 9.6
| 6.9
|
QQQ:18.9%;VOO:22.9%;AMZN:12.1%;GLD:9.8%;VNQ:22.9%;XLF:13.3%
|
US:64.8;EU:16.0;APAC:7.2;EM:7.7;Other:4.4
|
Value:-0.9;Growth:+0.6;Quality:+0.6;Size:-0.5;Momentum:-0.4;LowVol:+0.1
| null | 6
| 30
| 4.1
|
trailing 9%
| 256
| 20.2
|
Bull
| 14.1
| 3.58
| 3.3
| 71
| 90
| 96
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| 15
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 116
| -19
| 162
| 4
| false
|
Tighten stops on momentum names
|
P4742
|
Opportunistic
|
IRA
|
USD
|
2025-06-14
| 624,482
| 46,442
| 578,040
| 1
| 66.4
| 18.4
| 7.1
| 8.1
|
MUB:33.3%;BND:33.3%;GLD:33.3%
|
US:62.7;EU:15.7;APAC:7.7;EM:10.5;Other:3.4
|
Value:-0.9;Growth:+0.7;Quality:+0.9;Size:+0.8;Momentum:+0.5;LowVol:+0.5
|
MaxPos7%;NoDerivatives
| 7
| 30
| 4.5
|
hard 12%
| 175
| 24.7
|
Bear
| 23.4
| 3.51
| 2.1
| 207
| 9
| 62
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| 3
|
BrokerB
|
LMT
| 92
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 29
| -54
| 113
| 3
| false
|
Increase defensive factor exposure
|
P4743
|
Hands-off
|
401k
|
USD
|
2025-04-19
| 198,263
| 11,278
| 186,985
| 1
| 64.3
| 25.4
| 1.4
| 8.9
|
AMZN:34.1%;BRK.B:34.1%;HYG:31.8%
|
US:66.9;EU:14.3;APAC:11.5;EM:4.6;Other:2.7
|
Value:-0.7;Growth:+0.7;Quality:-0.9;Size:+0.1;Momentum:-0.6;LowVol:+0.5
|
MaxPos7%
| 8
| 30
| 5.7
|
trailing 10%
| 148
| 17.1
|
Bull
| 17.5
| 4.98
| 3.3
| 77
| 23
| 67
| 45
| false
|
Sell
|
Trim extended winner -1%
| 15
| -12
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 90
| -58
| 161
| 4
| false
|
Monitor dispersion and breadth
|
P4744
|
Systematic
|
Roth
|
USD
|
2025-06-21
| 1,222,284
| 106,263
| 1,116,021
| 1
| 59.9
| 31.8
| 0
| 8.3
|
VOO:16.1%;XLF:16.4%;MSFT:14.9%;QQQ:21.8%;GLD:8.9%;VNQ:21.8%
|
US:62.3;EU:17.4;APAC:12.9;EM:6.6;Other:0.9
|
Value:+0.4;Growth:+0.6;Quality:+0.6;Size:-0.0;Momentum:+0.4;LowVol:-1.0
| null | 5
| 30
| 4.8
|
hard 12%
| 173
| 27
|
Volatile
| 29.3
| 5.3
| 4.3
| 149
| 12
| 57
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 7
| -36
|
BrokerA
|
LMT
| 92
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 26
| -19
| 159
| 4
| false
|
Within IPS guidelines
|
P4745
|
Hands-off
|
Roth
|
USD
|
2025-11-23
| 723,091
| 49,408
| 673,683
| 1
| 62.9
| 20.9
| 7
| 9.3
|
TSLA:16.0%;BND:20.0%;VNQ:16.8%;GLD:18.8%;TLT:14.0%;MUB:14.3%
|
US:68.6;EU:11.7;APAC:10.9;EM:7.8;Other:0.9
|
Value:+0.1;Growth:-0.5;Quality:-0.9;Size:+0.7;Momentum:-0.7;LowVol:-0.1
|
ESGOnly;NoDerivatives
| 7
| 30
| 5.8
|
trailing 8%
| 97
| 19.3
|
Volatile
| 20.5
| 3.95
| 2.3
| 135
| -38
| 24
| 60
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -12
| -8
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 110
| -57
| 183
| 5
| false
|
Tax-aware sells next window
|
P4746
|
Systematic
|
IRA
|
USD
|
2025-07-28
| 1,002,679
| 85,588
| 917,091
| 1
| 62.3
| 27.7
| 0.9
| 9.1
|
AAPL:21.5%;XLF:27.6%;BRK.B:23.3%;QQQ:27.6%
|
US:62.9;EU:13.6;APAC:16.7;EM:6.3;Other:0.4
|
Value:-1.0;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:-0.1;LowVol:-1.0
|
MaxPos5%
| 5
| 30
| 5
|
trailing 9%
| 190
| 25.3
|
Bull
| 17.5
| 3.71
| 2.1
| 114
| 115
| 96
| 43
| false
|
Sell
|
Trim extended winner -1%
| 9
| 15
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 46
| 1
| 95
| 5
| false
|
Monitor dispersion and breadth
|
P4747
|
Opportunistic
|
Trust
|
USD
|
2024-09-05
| 1,134,040
| 88,320
| 1,045,720
| 1
| 77.3
| 11
| 6.5
| 5.2
|
TSLA:25.5%;AAPL:25.5%;AMZN:18.1%;MSFT:20.4%;IEF:10.6%
|
US:60.8;EU:16.8;APAC:10.1;EM:10.7;Other:1.6
|
Value:+0.8;Growth:+0.8;Quality:-0.1;Size:+0.8;Momentum:+0.4;LowVol:-0.4
| null | 6
| 25
| 5
|
trailing 9%
| 279
| 31.3
|
Bull
| 17.5
| 4.3
| 3.2
| 100
| 88
| 83
| 67
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -15
| -31
|
BrokerC
|
MKT
| 89
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 71
| 1
| 165
| 3
| false
|
Increase defensive factor exposure
|
P4748
|
Hands-off
|
Taxable
|
USD
|
2024-11-05
| 838,979
| 40,627
| 798,352
| 1
| 72.7
| 17
| 2.2
| 8.1
|
XLF:23.8%;HYG:16.5%;VOO:12.6%;TLT:23.2%;GLD:23.8%
|
US:64.9;EU:16.2;APAC:11.9;EM:4.9;Other:2.1
|
Value:+0.7;Growth:+0.4;Quality:-0.4;Size:-0.5;Momentum:-0.5;LowVol:+0.5
|
ESGOnly
| 10
| 30
| 3.7
|
trailing 8%
| 159
| 12.4
|
Bull
| 11.3
| 4.75
| 2.4
| 118
| 33
| 79
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -36
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| 44
| -21
| 27
| 4
| false
|
Tighten stops on momentum names
|
P4749
|
Systematic
|
Roth
|
USD
|
2025-03-05
| 1,956,986
| 108,013
| 1,848,973
| 1
| 63.1
| 30.2
| 0
| 6.7
|
VNQ:22.2%;HYG:11.3%;AAPL:22.2%;TLT:22.2%;VOO:22.2%
|
US:67.3;EU:7.5;APAC:7.1;EM:12.4;Other:5.6
|
Value:+0.2;Growth:+0.4;Quality:-0.4;Size:-0.7;Momentum:+0.7;LowVol:+0.6
|
MaxPos7%;NoDerivatives
| 8
| 35
| 5.9
|
trailing 9%
| 163
| 18.9
|
Bull
| 17.1
| 3.86
| 2.4
| 111
| 92
| 88
| 50
| false
|
Buy
|
Add to core equity +1%
| 26
| -22
|
BrokerA
|
VWAP
| 91
| null | null |
Normal monitoring
| 6
| 2
| 131
| 3
| false
|
Tax-aware sells next window
|
P4750
|
Systematic
|
IRA
|
USD
|
2025-05-06
| 1,121,526
| 111,440
| 1,010,086
| 1
| 60.6
| 31.5
| 0
| 8
|
VTI:17.6%;XLF:22.3%;AAPL:22.3%;MUB:15.4%;TSLA:22.3%
|
US:61.5;EU:17.1;APAC:12.1;EM:6.8;Other:2.5
|
Value:+0.3;Growth:+0.8;Quality:-0.9;Size:-0.0;Momentum:-0.7;LowVol:+0.6
|
NoDerivatives
| 6
| 25
| 4.1
|
trailing 9%
| 186
| 21.4
|
Volatile
| 24.4
| 3.74
| 3.9
| 132
| 74
| 86
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 17
| -35
|
BrokerB
|
VWAP
| 89
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 65
| -44
| 82
| 5
| false
|
Within IPS guidelines
|
P4751
|
Hands-off
|
Taxable
|
USD
|
2025-10-18
| 687,698
| 65,487
| 622,211
| 1
| 73.1
| 19.3
| 0.9
| 6.7
|
BND:33.3%;HYG:33.3%;VNQ:33.3%
|
US:63.7;EU:10.5;APAC:14.4;EM:9.7;Other:1.7
|
Value:-0.5;Growth:-0.9;Quality:-0.1;Size:-0.2;Momentum:+0.1;LowVol:+0.2
| null | 7
| 35
| 3.3
|
trailing 10%
| 91
| 17.6
|
Bull
| 16.7
| 4.44
| 3
| 115
| 48
| 81
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -38
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 40
| -60
| 90
| 5
| false
|
Monitor dispersion and breadth
|
P4752
|
Active
|
401k
|
USD
|
2025-01-26
| 2,361,114
| 249,963
| 2,111,151
| 1
| 61.7
| 26.5
| 3.5
| 8.4
|
VNQ:23.9%;AAPL:12.4%;XLF:23.9%;MSFT:15.9%;VOO:23.9%
|
US:71.0;EU:9.0;APAC:9.2;EM:9.6;Other:1.2
|
Value:+1.0;Growth:+0.3;Quality:+0.9;Size:+0.5;Momentum:+0.5;LowVol:-0.7
| null | 6
| 25
| 5.5
|
trailing 9%
| 215
| 26
|
Volatile
| 29.4
| 5.35
| 2.8
| 159
| 13
| 53
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| 1
|
BrokerA
|
MKT
| 88
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 18
| -12
| 95
| 4
| false
|
Tighten stops on momentum names
|
P4753
|
Systematic
|
Roth
|
USD
|
2024-09-27
| 932,151
| 83,794
| 848,357
| 1
| 63.5
| 27.3
| 3.7
| 5.5
|
TSLA:27.1%;VTI:27.1%;AAPL:18.6%;IEF:27.1%
|
US:63.2;EU:19.6;APAC:10.0;EM:5.2;Other:2.1
|
Value:+0.8;Growth:-1.0;Quality:-1.0;Size:+0.2;Momentum:-0.9;LowVol:-0.7
| null | 5
| 25
| 5.9
|
trailing 8%
| 204
| 27.6
|
Bull
| 14.2
| 3.5
| 2.4
| 79
| 104
| 100
| 51
| false
|
NoAction
|
Within bands; monitor
| 2
| 8
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 77
| 10
| 186
| 5
| false
|
Tax-aware sells next window
|
P4754
|
Hands-off
|
Trust
|
USD
|
2024-10-20
| 404,208
| 34,137
| 370,071
| 1
| 58.6
| 28.6
| 3
| 9.9
|
VNQ:23.2%;MSFT:22.0%;BND:16.4%;AMZN:15.2%;HYG:23.2%
|
US:66.0;EU:12.2;APAC:11.9;EM:7.5;Other:2.3
|
Value:+0.2;Growth:+1.0;Quality:+0.7;Size:+0.3;Momentum:-0.3;LowVol:+0.6
|
ESGOnly;MaxPos5%
| 5
| 35
| 4.7
|
hard 10%
| 98
| 20
|
Volatile
| 29.7
| 4.14
| 3.2
| 133
| 63
| 82
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 18
| -26
|
BrokerA
|
LMT
| 87
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 57
| -39
| 122
| 4
| false
|
Monitor dispersion and breadth
|
P4755
|
Opportunistic
|
401k
|
USD
|
2025-08-12
| 813,275
| 41,148
| 772,127
| 1
| 72.8
| 10.6
| 11
| 5.6
|
AAPL:23.0%;QQQ:14.3%;HYG:23.0%;GLD:23.0%;VNQ:16.7%
|
US:72.2;EU:10.3;APAC:9.5;EM:4.1;Other:3.9
|
Value:+0.7;Growth:+0.8;Quality:-0.6;Size:+0.8;Momentum:+0.7;LowVol:+0.1
| null | 6
| 35
| 4.2
|
trailing 9%
| 235
| 22.6
|
Volatile
| 25.3
| 3.84
| 2.2
| 142
| 27
| 52
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 35
| -38
|
BrokerA
|
LMT
| 90
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 68
| -41
| 114
| 2
| false
|
Within IPS guidelines
|
P4756
|
Active
|
Taxable
|
USD
|
2025-10-26
| 1,960,849
| 185,425
| 1,775,424
| 1
| 63.3
| 29.6
| 1.9
| 5.2
|
IEF:17.6%;BND:20.3%;XLF:18.4%;TLT:21.9%;MUB:21.9%
|
US:59.6;EU:16.7;APAC:13.2;EM:6.6;Other:3.9
|
Value:0.0;Growth:+0.3;Quality:+0.1;Size:+1.0;Momentum:+0.7;LowVol:0.0
| null | 8
| 25
| 4.1
|
hard 12%
| 184
| 27.7
|
Bull
| 13.5
| 4.58
| 2.4
| 91
| 69
| 90
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -38
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 100
| -5
| 149
| 4
| false
|
Tighten stops on momentum names
|
P4757
|
Systematic
|
401k
|
USD
|
2025-08-01
| 432,955
| 22,494
| 410,461
| 1
| 66.1
| 22.1
| 6.3
| 5.6
|
BND:19.6%;QQQ:16.6%;GLD:23.5%;AAPL:16.9%;VOO:23.5%
|
US:66.3;EU:20.8;APAC:7.2;EM:4.5;Other:1.2
|
Value:+0.1;Growth:-0.9;Quality:-0.2;Size:-0.5;Momentum:+0.4;LowVol:+0.8
|
NoDerivatives
| 6
| 25
| 4.8
|
trailing 8%
| 162
| 26.9
|
Bear
| 31.1
| 4.27
| 1.4
| 140
| -2
| 58
| 76
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -4
| -39
|
BrokerA
|
LMT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 73
| -34
| 88
| 3
| false
|
Tighten stops on momentum names
|
P4758
|
Hands-off
|
Taxable
|
USD
|
2025-03-24
| 679,107
| 64,807
| 614,300
| 1
| 63.3
| 20.3
| 7.5
| 8.9
|
QQQ:36.5%;AAPL:36.5%;MSFT:27.0%
|
US:71.4;EU:12.3;APAC:7.6;EM:6.7;Other:2.1
|
Value:+0.3;Growth:-1.0;Quality:-0.5;Size:-0.8;Momentum:+0.3;LowVol:-0.5
|
MaxPos8%
| 6
| 35
| 3.9
|
trailing 8%
| 148
| 18.6
|
Volatile
| 29.9
| 4.3
| 3.7
| 137
| 34
| 66
| 67
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -1
|
BrokerB
|
LMT
| 89
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 92
| -38
| 124
| 2
| true
|
Monitor dispersion and breadth
|
P4759
|
Cautious
|
IRA
|
USD
|
2025-05-20
| 496,351
| 68,968
| 427,383
| 1
| 49.4
| 31
| 5.3
| 14.4
|
AMZN:13.3%;QQQ:8.4%;TSLA:23.6%;XLF:17.2%;MUB:13.9%;BRK.B:23.6%
|
US:66.1;EU:8.7;APAC:13.4;EM:6.6;Other:5.2
|
Value:-0.6;Growth:+0.2;Quality:-0.2;Size:-0.7;Momentum:+0.5;LowVol:0.0
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 35
| 3.4
|
trailing 8%
| 129
| 19.1
|
Volatile
| 21.2
| 5.13
| 2.8
| 136
| 53
| 87
| 58
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 22
| -35
|
BrokerB
|
VWAP
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 1
| 5
| 79
| 2
| false
|
Within IPS guidelines
|
P4760
|
Opportunistic
|
Roth
|
USD
|
2025-02-20
| 1,547,778
| 133,383
| 1,414,395
| 1
| 66.7
| 16.5
| 11.2
| 5.7
|
MSFT:33.3%;VNQ:33.3%;VTI:33.3%
|
US:69.1;EU:12.3;APAC:6.4;EM:10.6;Other:1.5
|
Value:-0.3;Growth:-0.3;Quality:-0.1;Size:-0.4;Momentum:+0.3;LowVol:+0.8
|
MaxPos7%
| 7
| 35
| 4.8
|
trailing 7%
| 168
| 34.7
|
Volatile
| 26.3
| 5.48
| 2.1
| 116
| -9
| 30
| 68
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -36
|
BrokerA
|
MKT
| 91
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -18
| 10
| 19
| 2
| false
|
Within IPS guidelines
|
P4761
|
Systematic
|
Roth
|
USD
|
2025-07-06
| 896,476
| 72,607
| 823,869
| 1
| 57.1
| 21.1
| 14.7
| 7.1
|
GLD:23.2%;AMZN:12.2%;VOO:23.2%;VTI:18.3%;MSFT:23.2%
|
US:81.5;EU:5.6;APAC:5.6;EM:5.7;Other:1.6
|
Value:-0.0;Growth:-0.7;Quality:-0.7;Size:0.0;Momentum:+0.7;LowVol:+0.2
|
MaxPos5%;NoDerivatives
| 5
| 30
| 5.2
|
trailing 8%
| 210
| 19.7
|
Sideways
| 14.6
| 4.02
| 3.3
| 103
| 59
| 94
| 47
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 14
| -31
|
BrokerA
|
MKT
| 97
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -59
| 17
| -95
| 5
| false
|
Monitor dispersion and breadth
|
P4762
|
Cautious
|
Taxable
|
USD
|
2024-12-17
| 799,400
| 88,910
| 710,490
| 1
| 45
| 33.9
| 9.3
| 11.8
|
VNQ:22.0%;QQQ:22.0%;AAPL:12.3%;HYG:11.9%;TSLA:9.8%;BND:22.0%
|
US:74.6;EU:10.0;APAC:7.2;EM:4.7;Other:3.5
|
Value:-0.5;Growth:-0.3;Quality:-0.3;Size:+0.6;Momentum:+0.1;LowVol:+0.2
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 6
| 30
| 4
|
trailing 8%
| 115
| 18.6
|
Sideways
| 21.5
| 4.01
| 3.4
| 101
| -14
| 38
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -24
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 71
| -19
| 152
| 5
| false
|
Tighten stops on momentum names
|
P4763
|
Active
|
Roth
|
USD
|
2025-12-25
| 1,763,182
| 123,361
| 1,639,821
| 1
| 60.9
| 28.1
| 2.4
| 8.5
|
MSFT:23.2%;XLF:23.2%;BND:20.4%;GLD:23.2%;VTI:9.9%
|
US:72.2;EU:6.1;APAC:5.7;EM:11.4;Other:4.6
|
Value:-0.3;Growth:-0.5;Quality:+0.6;Size:-0.4;Momentum:-0.2;LowVol:-0.6
| null | 5
| 35
| 5.1
|
trailing 8%
| 130
| 16.4
|
Bull
| 17.3
| 3.95
| 3.5
| 84
| 110
| 100
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| -15
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 7
| -14
| -10
| 5
| false
|
Within IPS guidelines
|
P4764
|
Hands-off
|
IRA
|
USD
|
2024-07-12
| 339,515
| 29,465
| 310,050
| 1
| 73.1
| 16.4
| 4.4
| 6.1
|
MSFT:18.7%;GLD:20.5%;BRK.B:18.7%;TLT:20.0%;MUB:12.8%;AMZN:9.3%
|
US:71.0;EU:15.1;APAC:6.7;EM:6.3;Other:0.8
|
Value:+0.3;Growth:-0.5;Quality:+0.6;Size:-0.5;Momentum:+0.1;LowVol:-0.8
| null | 7
| 35
| 3.9
|
trailing 8%
| 126
| 16.9
|
Bear
| 28.2
| 3.55
| 1.4
| 190
| 22
| 48
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| 2
|
BrokerA
|
MKT
| 95
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 21
| 4
| 59
| 3
| false
|
Within IPS guidelines
|
P4765
|
Active
|
IRA
|
USD
|
2025-04-22
| 2,084,722
| 140,764
| 1,943,958
| 1
| 58.4
| 28.4
| 7.1
| 6.1
|
XLF:26.8%;MUB:26.8%;BRK.B:26.8%;QQQ:19.7%
|
US:73.7;EU:12.1;APAC:6.3;EM:5.6;Other:2.3
|
Value:+0.9;Growth:-0.6;Quality:-0.7;Size:-0.3;Momentum:-0.2;LowVol:-0.9
|
MaxPos7%
| 7
| 35
| 4.9
|
hard 12%
| 125
| 26.9
|
Bull
| 11.8
| 4.1
| 2.9
| 83
| 5
| 57
| 48
| false
|
Buy
|
Add to core equity +1%
| -7
| -32
|
BrokerB
|
MKT
| 100
| null | null |
Normal monitoring
| -18
| -57
| -2
| 3
| false
|
Monitor dispersion and breadth
|
P4766
|
Active
|
401k
|
USD
|
2025-09-06
| 1,932,957
| 160,717
| 1,772,240
| 1
| 67.9
| 19.3
| 6.5
| 6.3
|
BND:35.3%;MUB:29.4%;HYG:35.3%
|
US:81.2;EU:8.5;APAC:5.5;EM:4.0;Other:0.8
|
Value:+0.9;Growth:+0.6;Quality:+0.8;Size:-0.1;Momentum:-0.1;LowVol:-0.9
| null | 7
| 35
| 4.2
|
trailing 9%
| 191
| 18.9
|
Bull
| 13.4
| 4.39
| 2.7
| 120
| 30
| 79
| 48
| false
|
Sell
|
Trim extended winner -1%
| 3
| 3
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 27
| -40
| 16
| 4
| false
|
Monitor dispersion and breadth
|
P4767
|
Opportunistic
|
Roth
|
USD
|
2025-10-15
| 539,572
| 40,380
| 499,192
| 1
| 71.4
| 10.6
| 10.2
| 7.8
|
IEF:25.0%;TSLA:25.0%;XLF:25.0%;BRK.B:25.0%
|
US:63.0;EU:19.4;APAC:8.9;EM:4.0;Other:4.7
|
Value:-0.4;Growth:-0.5;Quality:-0.3;Size:+0.2;Momentum:+0.3;LowVol:+0.4
|
MaxPos7%
| 10
| 25
| 5.8
|
trailing 9%
| 163
| 29.9
|
Bear
| 25.1
| 3.51
| 1.1
| 167
| -115
| 5
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -7
| -17
|
BrokerD
|
LMT
| 92
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -32
| -49
| -39
| 5
| false
|
Tax-aware sells next window
|
P4768
|
Opportunistic
|
Taxable
|
USD
|
2025-04-16
| 676,719
| 46,781
| 629,938
| 1
| 65.9
| 16.6
| 11.1
| 6.4
|
BRK.B:20.1%;MSFT:14.5%;QQQ:13.8%;HYG:19.1%;VOO:18.9%;VNQ:13.6%
|
US:67.6;EU:11.7;APAC:9.7;EM:6.1;Other:5.0
|
Value:+0.1;Growth:-0.8;Quality:-0.5;Size:+0.4;Momentum:-0.3;LowVol:+0.4
| null | 6
| 35
| 6.5
|
hard 12%
| 252
| 34.6
|
Bull
| 15.8
| 3.92
| 2.8
| 118
| 56
| 72
| 49
| false
|
Buy
|
Add to core equity +1%
| -5
| -14
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 70
| -43
| 137
| 5
| false
|
Within IPS guidelines
|
P4769
|
Opportunistic
|
Trust
|
USD
|
2024-10-23
| 845,736
| 32,472
| 813,264
| 1.12
| 74.7
| 18.5
| 0
| 6.8
|
VNQ:25.4%;AAPL:15.7%;MUB:21.5%;TLT:25.4%;TSLA:12.1%
|
US:56.1;EU:18.1;APAC:14.8;EM:6.0;Other:5.0
|
Value:-0.2;Growth:+0.3;Quality:-0.2;Size:-1.0;Momentum:+0.4;LowVol:-0.4
| null | 6
| 35
| 6
|
hard 12%
| 163
| 26.4
|
Sideways
| 17.4
| 4.23
| 3.5
| 120
| 51
| 63
| 52
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 11
| -21
|
BrokerA
|
LMT
| 91
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 108
| -54
| 188
| 2
| false
|
Tax-aware sells next window
|
P4770
|
Cautious
|
401k
|
USD
|
2025-10-20
| 408,148
| 41,929
| 366,219
| 1
| 39
| 43.6
| 4.5
| 12.8
|
BND:20.4%;AAPL:15.7%;IEF:7.6%;GLD:19.6%;TSLA:15.8%;VNQ:20.9%
|
US:63.7;EU:15.7;APAC:7.2;EM:10.0;Other:3.5
|
Value:+0.2;Growth:+0.2;Quality:-0.3;Size:-0.5;Momentum:-0.1;LowVol:-0.2
|
ESGOnly;NoMargin
| 10
| 30
| 3.2
|
hard 10%
| 150
| 17.1
|
Volatile
| 26.9
| 4.43
| 3.4
| 130
| -3
| 51
| 55
| false
|
NoAction
|
Within bands; monitor
| 26
| -2
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| 80
| -11
| 88
| 5
| false
|
Tax-aware sells next window
|
P4771
|
Cautious
|
Trust
|
USD
|
2025-11-20
| 845,065
| 132,610
| 712,455
| 1
| 42.6
| 30.6
| 13.5
| 13.3
|
MSFT:33.3%;GLD:33.3%;VTI:33.3%
|
US:54.2;EU:19.3;APAC:14.2;EM:9.7;Other:2.6
|
Value:-0.7;Growth:+0.7;Quality:-0.3;Size:-0.7;Momentum:-0.3;LowVol:-0.1
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 7
| 35
| 3.7
|
trailing 8%
| 141
| 16.2
|
Volatile
| 28.5
| 3.76
| 3.1
| 180
| 52
| 67
| 53
| false
|
Buy
|
Add to core equity +1%
| -1
| -35
|
BrokerD
|
LMT
| 87
| null | null |
Normal monitoring
| 7
| 17
| 90
| 4
| false
|
Monitor dispersion and breadth
|
P4772
|
Opportunistic
|
Taxable
|
USD
|
2025-07-16
| 1,282,825
| 91,059
| 1,191,766
| 1
| 63.5
| 11.6
| 17
| 7.9
|
VTI:33.6%;MSFT:33.6%;AMZN:32.8%
|
US:73.7;EU:11.4;APAC:6.5;EM:5.5;Other:2.9
|
Value:-0.8;Growth:0.0;Quality:-0.9;Size:+0.1;Momentum:+0.7;LowVol:-0.9
|
NoDerivatives
| 5
| 35
| 5
|
trailing 7%
| 241
| 31.2
|
Sideways
| 19.7
| 3.57
| 3.2
| 93
| 51
| 85
| 49
| false
|
Buy
|
Add to core equity +1%
| 7
| -11
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| -34
| -53
| -7
| 3
| false
|
Monitor dispersion and breadth
|
P4773
|
Cautious
|
IRA
|
USD
|
2024-08-15
| 474,337
| 51,248
| 423,089
| 1
| 45
| 34.5
| 5.8
| 14.6
|
VOO:21.6%;TLT:21.6%;VNQ:21.6%;BND:19.1%;AMZN:16.0%
|
US:55.1;EU:19.6;APAC:14.0;EM:7.8;Other:3.6
|
Value:+0.5;Growth:+0.9;Quality:-0.3;Size:-0.6;Momentum:-0.7;LowVol:+0.1
|
NoMargin
| 5
| 35
| 5.5
|
trailing 8%
| 111
| 13.9
|
Bear
| 34.6
| 4.11
| 2
| 157
| 27
| 56
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -36
|
BrokerB
|
LMT
| 86
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -13
| -14
| 61
| 2
| false
|
Within IPS guidelines
|
P4774
|
Opportunistic
|
401k
|
USD
|
2025-03-06
| 1,283,990
| 73,706
| 1,210,284
| 1
| 74
| 17.3
| 0
| 8.7
|
AMZN:25.8%;IEF:13.7%;QQQ:15.8%;HYG:25.8%;TLT:18.9%
|
US:67.1;EU:15.1;APAC:11.0;EM:4.0;Other:2.9
|
Value:-1.0;Growth:+1.0;Quality:+1.0;Size:-0.2;Momentum:+0.3;LowVol:-0.4
| null | 7
| 25
| 6.2
|
trailing 7%
| 265
| 31.4
|
Bull
| 14.4
| 4.52
| 2.3
| 107
| 66
| 72
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| -32
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 35
| -31
| 22
| 5
| false
|
Monitor dispersion and breadth
|
P4775
|
Active
|
Trust
|
USD
|
2024-10-01
| 678,266
| 80,872
| 597,394
| 1
| 67.9
| 23.2
| 3.9
| 5
|
HYG:22.9%;BRK.B:15.6%;MSFT:22.9%;MUB:15.6%;AMZN:22.9%
|
US:67.0;EU:10.3;APAC:14.0;EM:8.5;Other:0.2
|
Value:-0.3;Growth:+0.4;Quality:-0.7;Size:-0.5;Momentum:-0.0;LowVol:-0.6
|
MaxPos8%;NoDerivatives
| 7
| 30
| 4.1
|
hard 12%
| 154
| 18.8
|
Volatile
| 25.6
| 5.24
| 2.6
| 167
| -53
| 34
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -21
|
BrokerD
|
LMT
| 92
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 20
| -60
| 105
| 4
| false
|
Within IPS guidelines
|
P4776
|
Active
|
Taxable
|
USD
|
2024-09-04
| 1,003,428
| 74,029
| 929,399
| 1
| 64.4
| 26
| 1
| 8.6
|
MUB:18.6%;AMZN:22.9%;HYG:22.9%;TSLA:12.8%;XLF:22.9%
|
US:66.7;EU:16.6;APAC:11.6;EM:3.5;Other:1.6
|
Value:-0.7;Growth:+0.2;Quality:-0.6;Size:0.0;Momentum:-0.3;LowVol:+0.9
|
MaxPos8%
| 10
| 35
| 5.8
|
trailing 9%
| 145
| 20.5
|
Bull
| 12.6
| 4.38
| 2.8
| 101
| 113
| 100
| 44
| false
|
Buy
|
Add to core equity +1%
| 34
| -10
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 77
| -22
| 205
| 4
| false
|
Increase defensive factor exposure
|
P4777
|
Cautious
|
Trust
|
USD
|
2025-05-18
| 620,538
| 66,902
| 553,636
| 1
| 43.1
| 33.7
| 9.5
| 13.7
|
IEF:19.5%;VTI:26.8%;AMZN:26.8%;VNQ:26.8%
|
US:75.7;EU:14.1;APAC:6.2;EM:3.7;Other:0.4
|
Value:+0.7;Growth:-0.0;Quality:+0.1;Size:+0.9;Momentum:-0.8;LowVol:-0.1
|
NoMargin
| 5
| 25
| 5.8
|
hard 10%
| 159
| 12.1
|
Volatile
| 20.5
| 4.94
| 4
| 172
| 45
| 69
| 36
| false
|
NoAction
|
Within bands; monitor
| -1
| 5
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -5
| -22
| 133
| 5
| false
|
Monitor dispersion and breadth
|
P4778
|
Hands-off
|
401k
|
USD
|
2025-08-15
| 801,753
| 40,027
| 761,726
| 1
| 68.3
| 22.4
| 0
| 9.3
|
TLT:12.1%;VTI:20.9%;BND:20.9%;IEF:14.2%;AAPL:11.0%;XLF:20.9%
|
US:71.2;EU:12.2;APAC:7.7;EM:4.4;Other:4.6
|
Value:+0.3;Growth:-0.9;Quality:-0.5;Size:+0.7;Momentum:-0.7;LowVol:+0.5
| null | 8
| 25
| 4.8
|
trailing 10%
| 142
| 15
|
Sideways
| 17.3
| 3.64
| 3
| 118
| -2
| 43
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -3
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| -12
| -22
| 14
| 5
| false
|
Monitor dispersion and breadth
|
P4779
|
Active
|
Taxable
|
USD
|
2024-07-15
| 1,334,585
| 81,513
| 1,253,072
| 1.22
| 50.8
| 23.6
| 17.7
| 8
|
VOO:28.1%;VNQ:20.3%;HYG:23.6%;BRK.B:28.1%
|
US:70.1;EU:10.3;APAC:5.3;EM:10.0;Other:4.3
|
Value:+0.5;Growth:+0.6;Quality:-0.5;Size:-0.4;Momentum:+0.5;LowVol:+0.7
|
MaxPos5%
| 10
| 35
| 6
|
trailing 9%
| 184
| 22.3
|
Bull
| 12.6
| 4.11
| 2.6
| 72
| 60
| 90
| 36
| false
|
Buy
|
Add to core equity +1%
| 6
| -15
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 81
| -51
| 100
| 3
| false
|
Increase defensive factor exposure
|
P4780
|
Hands-off
|
IRA
|
USD
|
2024-10-30
| 559,822
| 55,812
| 504,010
| 1
| 68.9
| 25.3
| 0
| 5.8
|
VNQ:15.6%;TLT:22.3%;VOO:22.3%;VTI:17.6%;XLF:12.8%;AAPL:9.4%
|
US:61.3;EU:18.9;APAC:11.3;EM:4.6;Other:3.9
|
Value:-0.9;Growth:-0.3;Quality:+0.3;Size:+0.6;Momentum:+0.2;LowVol:+0.9
| null | 8
| 35
| 5
|
trailing 8%
| 151
| 15.3
|
Volatile
| 26.8
| 4.5
| 4
| 143
| 55
| 63
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -3
| 15
|
BrokerD
|
LMT
| 87
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -27
| 11
| 12
| 2
| false
|
Within IPS guidelines
|
P4781
|
Hands-off
|
IRA
|
USD
|
2024-10-19
| 208,409
| 15,251
| 193,158
| 1
| 67.8
| 25.5
| 0.2
| 6.4
|
BRK.B:24.8%;BND:15.4%;AAPL:24.8%;MSFT:10.0%;TSLA:24.8%
|
US:69.2;EU:14.6;APAC:7.3;EM:6.4;Other:2.4
|
Value:+0.1;Growth:-0.0;Quality:+0.2;Size:-0.5;Momentum:-0.5;LowVol:-0.5
|
MaxPos8%
| 7
| 30
| 5.6
|
trailing 8%
| 170
| 15.1
|
Volatile
| 22.4
| 4.19
| 3.1
| 137
| -7
| 51
| 55
| true
|
Rebalance
|
Rebalance back to target bands
| 6
| 14
|
BrokerD
|
LMT
| 93
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -9
| 18
| 82
| 5
| false
|
Tax-aware sells next window
|
P4782
|
Hands-off
|
Trust
|
USD
|
2025-07-17
| 253,793
| 24,626
| 229,167
| 1
| 69.9
| 21.3
| 0
| 8.9
|
HYG:12.5%;BRK.B:13.6%;XLF:10.0%;IEF:21.8%;VTI:21.8%;VOO:20.3%
|
US:54.6;EU:15.5;APAC:14.5;EM:12.0;Other:3.4
|
Value:-0.4;Growth:-0.9;Quality:+0.1;Size:+0.8;Momentum:+0.7;LowVol:0.0
|
NoDerivatives
| 7
| 30
| 4.9
|
trailing 10%
| 111
| 13.4
|
Volatile
| 22.2
| 4.33
| 2.4
| 178
| -44
| 39
| 60
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| -27
|
BrokerA
|
MKT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 21
| -1
| 83
| 3
| false
|
Within IPS guidelines
|
P4783
|
Cautious
|
IRA
|
USD
|
2024-12-09
| 801,183
| 116,794
| 684,389
| 1
| 50.8
| 34.4
| 0.3
| 14.6
|
GLD:15.0%;AAPL:22.3%;IEF:22.3%;VNQ:22.3%;VTI:18.2%
|
US:61.6;EU:10.5;APAC:13.7;EM:11.5;Other:2.8
|
Value:-0.1;Growth:+0.3;Quality:+0.3;Size:+0.3;Momentum:-0.5;LowVol:+0.5
|
MaxPos7%;NoMargin
| 5
| 35
| 4.2
|
trailing 8%
| 95
| 14.5
|
Bull
| 16.6
| 4.38
| 2.7
| 98
| 51
| 80
| 51
| false
|
NoAction
|
Within bands; monitor
| 10
| 13
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 48
| -59
| 19
| 3
| false
|
Tighten stops on momentum names
|
P4784
|
Cautious
|
Trust
|
USD
|
2025-03-26
| 163,916
| 15,752
| 148,164
| 1
| 46.2
| 37.9
| 0
| 16
|
AMZN:33.3%;MSFT:33.3%;VTI:33.3%
|
US:73.6;EU:12.4;APAC:5.6;EM:8.3;Other:0.0
|
Value:+0.6;Growth:+0.8;Quality:+0.1;Size:-0.2;Momentum:+0.4;LowVol:-0.9
|
ESGOnly;NoMargin
| 6
| 30
| 4
|
trailing 8%
| 118
| 15.6
|
Volatile
| 21.9
| 4.98
| 2.5
| 178
| -56
| 18
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -9
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 42
| -53
| 48
| 3
| false
|
Within IPS guidelines
|
P4785
|
Hands-off
|
IRA
|
USD
|
2025-06-30
| 161,684
| 8,304
| 153,380
| 1
| 68.1
| 26.7
| 0
| 5.3
|
TLT:22.6%;VOO:13.6%;IEF:26.6%;BND:10.6%;TSLA:26.6%
|
US:70.8;EU:6.2;APAC:13.3;EM:5.9;Other:3.8
|
Value:-1.0;Growth:+0.4;Quality:+0.8;Size:-0.2;Momentum:-0.3;LowVol:-0.3
|
ESGOnly
| 5
| 35
| 5.7
|
trailing 8%
| 165
| 13.7
|
Volatile
| 24.9
| 3.71
| 2.4
| 128
| -41
| 37
| 77
| true
|
Rebalance
|
Rebalance back to target bands
| 7
| -30
|
BrokerC
|
VWAP
| 89
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -28
| 19
| 106
| 4
| true
|
Tax-aware sells next window
|
P4786
|
Systematic
|
Taxable
|
USD
|
2025-10-27
| 509,131
| 45,546
| 463,585
| 1
| 66.2
| 20.2
| 6
| 7.6
|
GLD:11.8%;VTI:29.4%;IEF:29.4%;TLT:29.4%
|
US:67.0;EU:16.0;APAC:7.3;EM:9.3;Other:0.3
|
Value:-0.2;Growth:+0.7;Quality:+0.1;Size:-0.0;Momentum:+0.5;LowVol:-0.5
|
MaxPos8%
| 5
| 30
| 5.5
|
trailing 8%
| 183
| 23.5
|
Sideways
| 21.9
| 4.33
| 3.4
| 94
| 43
| 67
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -15
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 88
| -60
| 76
| 4
| false
|
Increase defensive factor exposure
|
P4787
|
Hands-off
|
Roth
|
USD
|
2025-05-22
| 880,684
| 87,255
| 793,429
| 1
| 60.6
| 26.7
| 2.9
| 9.8
|
MUB:27.0%;QQQ:24.6%;TLT:27.0%;VTI:21.3%
|
US:71.1;EU:10.5;APAC:13.4;EM:4.0;Other:1.1
|
Value:-0.5;Growth:-0.6;Quality:-0.3;Size:-0.4;Momentum:-0.7;LowVol:+0.8
| null | 6
| 25
| 4.5
|
hard 10%
| 128
| 19.5
|
Bull
| 14.6
| 4.49
| 3.3
| 116
| 45
| 62
| 46
| false
|
Buy
|
Add to core equity +1%
| 8
| 6
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| 55
| -19
| 117
| 3
| false
|
Monitor dispersion and breadth
|
P4788
|
Systematic
|
Taxable
|
USD
|
2024-09-19
| 1,280,643
| 56,390
| 1,224,253
| 1
| 69.8
| 20.8
| 2.8
| 6.6
|
GLD:11.8%;HYG:22.6%;VOO:24.6%;BRK.B:16.3%;MSFT:24.6%
|
US:66.0;EU:7.6;APAC:12.7;EM:9.9;Other:3.8
|
Value:+0.8;Growth:-0.2;Quality:+0.2;Size:+0.8;Momentum:-1.0;LowVol:-0.9
|
NoDerivatives
| 8
| 30
| 4.3
|
trailing 8%
| 142
| 20.5
|
Volatile
| 28.6
| 4.48
| 3.3
| 150
| 19
| 49
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| -5
| -32
|
BrokerC
|
MKT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 109
| -6
| 72
| 5
| false
|
Monitor dispersion and breadth
|
P4789
|
Active
|
Trust
|
USD
|
2024-08-12
| 2,339,970
| 256,378
| 2,083,592
| 1.11
| 54.7
| 31.2
| 5.9
| 8.1
|
BND:26.6%;XLF:26.6%;MUB:26.6%;VNQ:20.2%
|
US:60.5;EU:14.0;APAC:13.5;EM:10.3;Other:1.7
|
Value:-0.5;Growth:-0.9;Quality:+0.2;Size:-0.8;Momentum:+0.8;LowVol:0.0
|
MaxPos7%
| 5
| 25
| 5
|
trailing 9%
| 157
| 26.8
|
Bull
| 13.3
| 4.73
| 2.6
| 101
| 65
| 91
| 38
| true
|
Rebalance
|
Rebalance back to target bands
| 32
| 3
|
BrokerA
|
MKT
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 50
| 9
| 74
| 5
| false
|
Monitor dispersion and breadth
|
P4790
|
Hands-off
|
Trust
|
USD
|
2024-12-01
| 695,884
| 41,666
| 654,218
| 1
| 65.9
| 29.1
| 0
| 5.1
|
XLF:16.2%;MUB:21.7%;HYG:21.7%;VNQ:9.6%;GLD:17.6%;VOO:13.3%
|
US:62.9;EU:17.4;APAC:8.8;EM:8.7;Other:2.1
|
Value:+0.7;Growth:-0.9;Quality:-0.6;Size:-0.5;Momentum:+0.6;LowVol:+0.5
|
NoDerivatives
| 6
| 25
| 4.6
|
hard 10%
| 97
| 17.8
|
Bull
| 12.3
| 3.69
| 3.4
| 78
| 108
| 100
| 49
| false
|
Sell
|
Trim extended winner -1%
| -11
| -2
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| 87
| -27
| 55
| 3
| false
|
Within IPS guidelines
|
P4791
|
Cautious
|
401k
|
USD
|
2025-04-11
| 366,519
| 55,162
| 311,357
| 1
| 38.2
| 35.9
| 8.4
| 17.6
|
IEF:8.2%;HYG:13.3%;VOO:14.8%;AMZN:19.1%;TSLA:22.4%;QQQ:22.4%
|
US:64.1;EU:8.3;APAC:16.0;EM:8.1;Other:3.6
|
Value:-0.7;Growth:+0.3;Quality:-0.5;Size:+0.1;Momentum:-0.4;LowVol:+0.7
|
ESGOnly;MaxPos6%;NoMargin
| 10
| 25
| 5.8
|
hard 10%
| 106
| 14.7
|
Bear
| 30.3
| 3.65
| 2.7
| 174
| -67
| 18
| 59
| false
|
NoAction
|
Within bands; monitor
| -6
| -28
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 19
| -6
| -18
| 3
| false
|
Tighten stops on momentum names
|
P4792
|
Active
|
IRA
|
USD
|
2024-11-17
| 2,042,215
| 195,877
| 1,846,338
| 1
| 55
| 24.9
| 13.8
| 6.3
|
MSFT:25.1%;VOO:25.1%;AAPL:24.7%;QQQ:25.1%
|
US:53.5;EU:18.5;APAC:14.6;EM:8.6;Other:4.9
|
Value:+0.2;Growth:-0.8;Quality:+1.0;Size:+0.9;Momentum:+0.7;LowVol:-0.6
|
MaxPos5%;NoDerivatives
| 10
| 25
| 5.5
|
trailing 9%
| 139
| 18.9
|
Bull
| 14.6
| 4.27
| 3.4
| 86
| 18
| 67
| 45
| false
|
NoAction
|
Within bands; monitor
| 33
| -30
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 26
| 19
| 120
| 4
| false
|
Tax-aware sells next window
|
P4793
|
Opportunistic
|
Trust
|
USD
|
2025-09-04
| 829,784
| 25,032
| 804,752
| 1
| 73
| 19.9
| 0
| 7.1
|
MUB:33.0%;TLT:33.5%;AAPL:33.5%
|
US:61.3;EU:15.8;APAC:9.2;EM:10.5;Other:3.2
|
Value:+0.4;Growth:+0.8;Quality:-0.2;Size:+0.1;Momentum:+0.2;LowVol:-0.7
|
MaxPos6%
| 10
| 25
| 5.7
|
hard 12%
| 166
| 33.1
|
Bull
| 15.8
| 3.7
| 2.1
| 83
| 99
| 87
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -11
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 114
| 6
| 148
| 5
| false
|
Monitor dispersion and breadth
|
P4794
|
Systematic
|
Trust
|
USD
|
2025-06-02
| 986,191
| 77,977
| 908,214
| 1
| 69.1
| 24.2
| 0
| 6.7
|
VNQ:19.6%;BND:10.1%;BRK.B:23.4%;IEF:23.4%;HYG:23.4%
|
US:57.1;EU:17.7;APAC:12.9;EM:8.8;Other:3.6
|
Value:+0.8;Growth:+0.4;Quality:-0.5;Size:-0.4;Momentum:-0.4;LowVol:+0.5
|
NoDerivatives
| 5
| 35
| 6
|
trailing 8%
| 120
| 21
|
Bull
| 12.7
| 3.69
| 2.1
| 118
| 37
| 62
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -1
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| 59
| -53
| 180
| 5
| false
|
Tax-aware sells next window
|
P4795
|
Cautious
|
401k
|
USD
|
2025-10-24
| 228,766
| 30,395
| 198,371
| 1
| 52.4
| 35.8
| 0
| 11.7
|
AAPL:33.7%;MUB:32.7%;BND:33.7%
|
US:70.1;EU:13.8;APAC:6.0;EM:9.6;Other:0.6
|
Value:+0.8;Growth:-0.4;Quality:+0.9;Size:-0.5;Momentum:+0.8;LowVol:+0.6
|
ESGOnly;NoMargin
| 7
| 35
| 3.7
|
trailing 8%
| 99
| 13.8
|
Sideways
| 15.5
| 4.97
| 2.3
| 129
| -22
| 37
| 34
| true
|
Hedge
|
Buy index puts 1% notional
| 25
| -24
|
BrokerA
|
MKT
| 99
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 10
| -31
| 85
| 3
| false
|
Tighten stops on momentum names
|
P4796
|
Opportunistic
|
Trust
|
USD
|
2025-10-16
| 1,184,048
| 85,778
| 1,098,270
| 1
| 61.9
| 18
| 11.2
| 8.9
|
AAPL:33.3%;QQQ:33.3%;TLT:33.3%
|
US:70.8;EU:11.5;APAC:6.7;EM:9.1;Other:2.0
|
Value:-0.6;Growth:-0.5;Quality:+0.6;Size:+0.6;Momentum:+0.3;LowVol:+0.5
| null | 5
| 25
| 5.2
|
trailing 7%
| 178
| 28.9
|
Bull
| 13.9
| 4.66
| 2.3
| 112
| 54
| 68
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -33
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 10
| -15
| 9
| 3
| false
|
Increase defensive factor exposure
|
P4797
|
Systematic
|
IRA
|
USD
|
2025-11-30
| 1,498,345
| 81,245
| 1,417,100
| 1
| 64.1
| 30.9
| 0
| 5
|
MUB:22.3%;HYG:22.3%;VOO:15.2%;VNQ:20.3%;TLT:19.9%
|
US:68.8;EU:13.1;APAC:11.7;EM:4.8;Other:1.6
|
Value:-0.6;Growth:-0.0;Quality:+0.7;Size:-0.6;Momentum:+0.1;LowVol:-0.2
| null | 6
| 25
| 4.3
|
trailing 8%
| 213
| 22.2
|
Bull
| 13.2
| 3.62
| 2.1
| 88
| 61
| 78
| 43
| false
|
Buy
|
Add to core equity +1%
| -1
| -39
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| -54
| 7
| -15
| 5
| false
|
Increase defensive factor exposure
|
P4798
|
Active
|
IRA
|
USD
|
2024-09-29
| 1,902,311
| 191,093
| 1,711,218
| 1.23
| 57
| 22.3
| 15.2
| 5.6
|
AAPL:18.0%;GLD:25.5%;VOO:28.3%;MSFT:28.3%
|
US:56.6;EU:18.2;APAC:9.7;EM:11.7;Other:3.9
|
Value:-0.6;Growth:+0.1;Quality:0.0;Size:+0.5;Momentum:-1.0;LowVol:-0.9
| null | 8
| 25
| 4.7
|
trailing 8%
| 207
| 17.5
|
Bull
| 15.3
| 3.95
| 2.3
| 104
| 2
| 58
| 43
| false
|
Buy
|
Add to core equity +1%
| -10
| -7
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| 14
| 18
| -22
| 4
| false
|
Within IPS guidelines
|
P4799
|
Systematic
|
Trust
|
USD
|
2025-06-04
| 1,567,204
| 152,021
| 1,415,183
| 1
| 55.8
| 21.5
| 16.2
| 6.4
|
VTI:21.3%;HYG:10.4%;MSFT:21.3%;BND:11.7%;VNQ:15.9%;QQQ:19.3%
|
US:68.5;EU:13.8;APAC:10.3;EM:3.7;Other:3.6
|
Value:-0.5;Growth:-0.2;Quality:-0.7;Size:+0.1;Momentum:+0.2;LowVol:+0.4
|
MaxPos8%;NoDerivatives
| 8
| 30
| 5.8
|
hard 12%
| 124
| 16.8
|
Volatile
| 30.4
| 4.34
| 2.8
| 130
| -35
| 29
| 66
| false
|
NoAction
|
Within bands; monitor
| 16
| -1
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -29
| -58
| 7
| 5
| false
|
Tighten stops on momentum names
|
P4800
|
Cautious
|
401k
|
USD
|
2025-02-21
| 489,670
| 41,074
| 448,596
| 1
| 40.5
| 43.5
| 3.3
| 12.6
|
BRK.B:33.3%;VOO:33.3%;AAPL:33.3%
|
US:79.3;EU:6.5;APAC:6.4;EM:3.6;Other:4.1
|
Value:+0.7;Growth:+0.2;Quality:+0.4;Size:-0.8;Momentum:+0.1;LowVol:+0.9
|
NoDerivatives;NoMargin
| 6
| 35
| 5.1
|
trailing 8%
| 133
| 12.5
|
Volatile
| 29
| 4.19
| 2.4
| 178
| 1
| 46
| 58
| false
|
NoAction
|
Within bands; monitor
| 23
| -27
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 100
| 18
| 99
| 3
| false
|
Increase defensive factor exposure
|
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