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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4901
|
Systematic
|
401k
|
USD
|
2024-08-06
| 783,939
| 49,094
| 734,845
| 1
| 61.3
| 29.5
| 0
| 9.1
|
GLD:10.9%;VOO:21.4%;MSFT:19.5%;MUB:12.3%;TLT:14.5%;AMZN:21.4%
|
US:60.1;EU:15.8;APAC:13.5;EM:8.0;Other:2.6
|
Value:-0.2;Growth:-0.4;Quality:-0.5;Size:+0.5;Momentum:-0.8;LowVol:+0.5
|
NoDerivatives
| 10
| 30
| 5.5
|
trailing 8%
| 136
| 21.8
|
Volatile
| 29.4
| 5.35
| 3.2
| 146
| 25
| 55
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 35
| -1
|
BrokerA
|
MKT
| 85
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 92
| -28
| 175
| 3
| false
|
Within IPS guidelines
|
P4902
|
Hands-off
|
Trust
|
USD
|
2024-09-14
| 504,183
| 22,807
| 481,376
| 1
| 71.1
| 19.7
| 0
| 9.2
|
MUB:21.2%;VNQ:9.3%;QQQ:19.9%;VTI:15.1%;AAPL:14.8%;VOO:19.6%
|
US:58.1;EU:18.0;APAC:14.2;EM:6.7;Other:3.0
|
Value:+0.3;Growth:+0.3;Quality:-0.2;Size:-0.0;Momentum:-0.8;LowVol:-0.6
|
ESGOnly;MaxPos6%
| 6
| 25
| 4.1
|
trailing 8%
| 127
| 14.6
|
Volatile
| 30.7
| 4.3
| 3
| 150
| 73
| 72
| 89
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 0
| -2
|
BrokerA
|
VWAP
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -54
| -39
| 70
| 4
| false
|
Tighten stops on momentum names
|
P4903
|
Hands-off
|
Roth
|
USD
|
2024-09-18
| 678,180
| 48,633
| 629,547
| 1
| 62.7
| 27.5
| 3.3
| 6.5
|
TLT:30.5%;VTI:34.8%;AMZN:34.8%
|
US:68.3;EU:13.0;APAC:12.3;EM:6.1;Other:0.3
|
Value:-0.2;Growth:+0.8;Quality:-0.9;Size:+0.5;Momentum:+0.2;LowVol:-0.1
|
NoDerivatives
| 10
| 25
| 4.5
|
trailing 8%
| 139
| 13.7
|
Sideways
| 21.1
| 4.77
| 2
| 113
| 4
| 41
| 56
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| 15
|
BrokerB
|
LMT
| 85
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 35
| -54
| 130
| 4
| false
|
Within IPS guidelines
|
P4904
|
Active
|
Roth
|
USD
|
2024-12-03
| 616,847
| 38,885
| 577,962
| 1.19
| 60.5
| 22.3
| 10.3
| 7
|
QQQ:11.5%;XLF:22.3%;HYG:22.3%;AMZN:14.9%;VTI:8.9%;VNQ:20.1%
|
US:58.5;EU:17.4;APAC:13.5;EM:7.4;Other:3.2
|
Value:-0.5;Growth:+0.1;Quality:+0.4;Size:+0.5;Momentum:-0.2;LowVol:-0.8
| null | 8
| 25
| 5.6
|
trailing 9%
| 215
| 20.7
|
Sideways
| 15.7
| 3.76
| 2.7
| 109
| 38
| 83
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| 0
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| -24
| -49
| -2
| 4
| false
|
Within IPS guidelines
|
P4905
|
Opportunistic
|
Trust
|
USD
|
2024-07-08
| 1,614,383
| 83,452
| 1,530,931
| 1
| 65.6
| 17.2
| 11.2
| 6
|
GLD:33.3%;AMZN:33.3%;TLT:33.3%
|
US:59.5;EU:12.7;APAC:11.7;EM:11.3;Other:4.8
|
Value:-0.4;Growth:+0.4;Quality:-0.9;Size:-0.3;Momentum:+0.9;LowVol:+0.2
|
MaxPos6%
| 6
| 30
| 5.9
|
trailing 7%
| 269
| 33
|
Volatile
| 27.3
| 4.51
| 3.7
| 159
| -15
| 35
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| 3
|
BrokerB
|
MKT
| 93
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 54
| -59
| 31
| 3
| true
|
Tighten stops on momentum names
|
P4906
|
Cautious
|
Trust
|
USD
|
2024-12-06
| 490,037
| 65,377
| 424,660
| 1
| 47
| 31.2
| 11.3
| 10.5
|
VTI:8.4%;IEF:15.2%;AMZN:19.3%;BRK.B:20.4%;GLD:20.4%;HYG:16.4%
|
US:70.0;EU:8.6;APAC:12.3;EM:6.8;Other:2.3
|
Value:+0.3;Growth:-0.2;Quality:-0.9;Size:+0.7;Momentum:+0.7;LowVol:-0.1
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 4.5
|
hard 10%
| 111
| 16.5
|
Bull
| 13.4
| 4.78
| 2.6
| 111
| 116
| 97
| 45
| false
|
Sell
|
Trim extended winner -1%
| 7
| -38
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 10
| -58
| -29
| 4
| false
|
Increase defensive factor exposure
|
P4907
|
Opportunistic
|
IRA
|
USD
|
2024-07-09
| 329,800
| 25,926
| 303,874
| 1
| 69.9
| 13
| 8.2
| 8.9
|
AAPL:33.3%;HYG:33.3%;VOO:33.3%
|
US:68.1;EU:17.4;APAC:5.4;EM:4.3;Other:5.0
|
Value:-0.0;Growth:+1.0;Quality:-0.2;Size:-0.9;Momentum:-0.1;LowVol:+0.7
| null | 10
| 25
| 4.5
|
trailing 7%
| 275
| 24.1
|
Sideways
| 18.4
| 4.99
| 2.2
| 130
| 7
| 59
| 58
| false
|
Sell
|
Trim extended winner -1%
| -15
| -16
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| -36
| -46
| 8
| 4
| false
|
Increase defensive factor exposure
|
P4908
|
Opportunistic
|
Trust
|
USD
|
2025-08-17
| 1,593,392
| 115,553
| 1,477,839
| 1.24
| 71
| 16
| 8.5
| 4.4
|
MSFT:25.0%;VOO:25.0%;HYG:25.0%;MUB:25.0%
|
US:75.5;EU:7.5;APAC:8.9;EM:4.8;Other:3.3
|
Value:-0.2;Growth:-0.7;Quality:-0.8;Size:+0.4;Momentum:+0.1;LowVol:-0.4
|
MaxPos5%
| 5
| 30
| 4.3
|
hard 12%
| 235
| 31.4
|
Sideways
| 17.9
| 3.9
| 3.1
| 99
| 7
| 56
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -18
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 11
| -47
| -15
| 5
| false
|
Increase defensive factor exposure
|
P4909
|
Cautious
|
IRA
|
USD
|
2025-07-12
| 357,324
| 41,150
| 316,174
| 1
| 37.9
| 32.9
| 17.9
| 11.3
|
VOO:20.3%;BND:18.3%;VNQ:9.2%;BRK.B:10.8%;XLF:20.7%;VTI:20.7%
|
US:59.4;EU:20.1;APAC:7.0;EM:12.1;Other:1.4
|
Value:-0.7;Growth:+0.7;Quality:-0.6;Size:-0.3;Momentum:-0.0;LowVol:-0.8
|
ESGOnly;NoMargin
| 6
| 25
| 4.9
|
hard 10%
| 150
| 16.4
|
Bull
| 15.2
| 4.59
| 2.7
| 84
| 88
| 100
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| 2
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| 30
| -30
| 98
| 3
| false
|
Monitor dispersion and breadth
|
P4910
|
Active
|
Taxable
|
USD
|
2025-09-09
| 654,238
| 59,261
| 594,977
| 1
| 55.2
| 28.7
| 8.7
| 7.4
|
AMZN:34.6%;BND:30.8%;IEF:34.6%
|
US:78.2;EU:6.5;APAC:5.8;EM:8.5;Other:1.0
|
Value:+0.9;Growth:-0.0;Quality:-0.8;Size:-0.3;Momentum:-0.9;LowVol:+0.7
|
NoDerivatives
| 8
| 35
| 5.9
|
trailing 9%
| 168
| 23.9
|
Volatile
| 28.4
| 3.5
| 3.8
| 171
| -53
| 29
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 12
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 26
| -52
| 150
| 4
| false
|
Within IPS guidelines
|
P4911
|
Cautious
|
Taxable
|
USD
|
2025-03-03
| 588,516
| 68,298
| 520,218
| 1
| 50.8
| 35.3
| 0
| 13.9
|
BND:33.3%;IEF:33.3%;VOO:33.3%
|
US:64.6;EU:18.5;APAC:10.0;EM:6.1;Other:0.8
|
Value:-0.8;Growth:+0.4;Quality:-0.2;Size:+0.1;Momentum:-0.1;LowVol:+0.9
|
MaxPos7%;NoMargin
| 6
| 30
| 5.1
|
trailing 8%
| 141
| 13.8
|
Volatile
| 26.8
| 4.73
| 3.7
| 157
| 62
| 74
| 68
| false
|
Buy
|
Add to core equity +1%
| -7
| -35
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 69
| -34
| 200
| 4
| false
|
Increase defensive factor exposure
|
P4912
|
Hands-off
|
Taxable
|
USD
|
2025-05-16
| 212,742
| 13,522
| 199,220
| 1
| 64.5
| 22.8
| 2.9
| 9.8
|
VNQ:9.1%;AMZN:14.9%;VOO:20.6%;TLT:20.6%;HYG:19.4%;MSFT:15.4%
|
US:66.9;EU:11.0;APAC:12.3;EM:5.9;Other:3.9
|
Value:+0.6;Growth:-0.2;Quality:+0.1;Size:-0.4;Momentum:+0.4;LowVol:-0.3
|
ESGOnly;MaxPos8%;NoDerivatives
| 5
| 35
| 4.6
|
trailing 8%
| 139
| 15.5
|
Bull
| 15.4
| 4.9
| 2.5
| 94
| 52
| 62
| 47
| false
|
NoAction
|
Within bands; monitor
| 18
| 10
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| 74
| -41
| 175
| 3
| false
|
Increase defensive factor exposure
|
P4913
|
Hands-off
|
Trust
|
USD
|
2024-12-15
| 729,353
| 30,927
| 698,426
| 1
| 65.5
| 29
| 0
| 5.5
|
AMZN:20.5%;GLD:19.2%;TSLA:20.5%;VNQ:14.0%;AAPL:20.5%;TLT:5.3%
|
US:56.6;EU:19.2;APAC:8.0;EM:12.1;Other:4.1
|
Value:0.0;Growth:+0.1;Quality:-0.4;Size:+0.8;Momentum:-0.4;LowVol:-0.6
| null | 5
| 25
| 3.2
|
hard 10%
| 162
| 13.1
|
Bull
| 15.8
| 4.42
| 2.6
| 77
| 76
| 93
| 52
| false
|
NoAction
|
Within bands; monitor
| 22
| -21
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 20
| -44
| 145
| 5
| false
|
Tighten stops on momentum names
|
P4914
|
Active
|
Trust
|
USD
|
2024-08-07
| 1,065,755
| 73,007
| 992,748
| 1
| 56.5
| 23.1
| 13.8
| 6.6
|
BRK.B:23.0%;IEF:11.0%;BND:23.0%;MUB:20.1%;HYG:23.0%
|
US:60.0;EU:17.0;APAC:8.8;EM:9.9;Other:4.3
|
Value:-0.6;Growth:+0.1;Quality:-0.2;Size:+0.2;Momentum:-0.6;LowVol:+0.9
| null | 10
| 25
| 5.8
|
trailing 8%
| 215
| 19.2
|
Bull
| 16.2
| 3.72
| 3.3
| 114
| 21
| 51
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -18
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 70
| 5
| 179
| 4
| false
|
Tighten stops on momentum names
|
P4915
|
Opportunistic
|
Roth
|
USD
|
2025-01-04
| 546,881
| 16,408
| 530,473
| 1
| 62.8
| 13.9
| 16.6
| 6.7
|
TLT:23.4%;TSLA:25.7%;VOO:25.7%;XLF:25.3%
|
US:73.6;EU:12.1;APAC:4.8;EM:7.3;Other:2.1
|
Value:+0.7;Growth:-0.9;Quality:+0.6;Size:0.0;Momentum:+0.8;LowVol:-0.9
|
MaxPos8%;NoDerivatives
| 7
| 30
| 5.8
|
trailing 9%
| 227
| 34
|
Volatile
| 24.4
| 5.08
| 2.1
| 157
| 78
| 84
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 4
| -29
|
BrokerC
|
MKT
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 75
| -39
| 169
| 4
| false
|
Increase defensive factor exposure
|
P4916
|
Active
|
IRA
|
USD
|
2025-11-18
| 1,802,279
| 132,200
| 1,670,079
| 1
| 62
| 25.2
| 3.1
| 9.7
|
VTI:20.5%;MSFT:19.6%;GLD:20.5%;AMZN:19.8%;HYG:19.5%
|
US:70.3;EU:7.2;APAC:10.7;EM:8.5;Other:3.4
|
Value:+0.4;Growth:-0.9;Quality:+0.5;Size:-0.7;Momentum:-0.6;LowVol:-0.1
| null | 7
| 35
| 4.9
|
trailing 8%
| 179
| 20.1
|
Volatile
| 26
| 3.53
| 4.4
| 122
| 59
| 81
| 68
| false
|
NoAction
|
Within bands; monitor
| -14
| 10
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 85
| 17
| 191
| 5
| false
|
Within IPS guidelines
|
P4917
|
Active
|
IRA
|
USD
|
2024-11-11
| 2,391,450
| 190,231
| 2,201,219
| 1
| 58.4
| 25.2
| 9.9
| 6.4
|
VOO:33.3%;TSLA:33.3%;VTI:33.3%
|
US:68.0;EU:7.6;APAC:14.3;EM:6.7;Other:3.4
|
Value:+0.2;Growth:+0.2;Quality:-0.5;Size:+1.0;Momentum:+0.7;LowVol:+0.8
| null | 5
| 35
| 5.4
|
trailing 8%
| 185
| 22.2
|
Bull
| 13.9
| 4.96
| 3.2
| 72
| 29
| 76
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -32
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| 5
| -9
| 38
| 5
| false
|
Tighten stops on momentum names
|
P4918
|
Systematic
|
401k
|
USD
|
2025-09-08
| 928,935
| 54,451
| 874,484
| 1
| 65.6
| 20.6
| 4.7
| 9.1
|
IEF:33.3%;VOO:33.3%;MUB:33.3%
|
US:68.2;EU:8.0;APAC:10.9;EM:10.8;Other:2.1
|
Value:+0.5;Growth:-0.5;Quality:+0.8;Size:-0.8;Momentum:-0.9;LowVol:+0.2
| null | 10
| 35
| 4.8
|
hard 12%
| 229
| 20.6
|
Volatile
| 20
| 4.8
| 3.2
| 140
| 4
| 38
| 55
| false
|
NoAction
|
Within bands; monitor
| 7
| -4
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 27
| -35
| 138
| 4
| false
|
Within IPS guidelines
|
P4919
|
Active
|
Trust
|
USD
|
2025-01-18
| 756,235
| 73,846
| 682,389
| 1.22
| 60.3
| 20
| 10.9
| 8.9
|
HYG:14.6%;IEF:15.2%;VOO:20.2%;XLF:16.4%;VNQ:15.2%;BND:18.5%
|
US:69.1;EU:12.2;APAC:12.6;EM:3.7;Other:2.4
|
Value:+0.3;Growth:+0.5;Quality:-0.9;Size:+0.1;Momentum:-0.2;LowVol:-0.5
|
MaxPos6%
| 10
| 35
| 5.6
|
trailing 9%
| 131
| 27.3
|
Bear
| 25.9
| 3.63
| 1.1
| 202
| -18
| 51
| 66
| false
|
Buy
|
Add to core equity +1%
| 14
| -32
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| 38
| -33
| 65
| 4
| false
|
Tighten stops on momentum names
|
P4920
|
Active
|
IRA
|
USD
|
2024-10-30
| 1,941,930
| 232,441
| 1,709,489
| 1
| 56.1
| 23.8
| 14.7
| 5.3
|
AAPL:25.0%;AMZN:25.0%;VTI:25.0%;BND:25.0%
|
US:70.4;EU:12.5;APAC:7.3;EM:9.2;Other:0.5
|
Value:+0.5;Growth:+0.7;Quality:+1.0;Size:+0.9;Momentum:-0.5;LowVol:+0.2
|
MaxPos5%;NoDerivatives
| 8
| 35
| 4.3
|
trailing 9%
| 218
| 22.7
|
Volatile
| 22
| 3.94
| 2.7
| 129
| -34
| 44
| 47
| false
|
Buy
|
Add to core equity +1%
| 10
| 3
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 12
| -37
| 150
| 4
| false
|
Monitor dispersion and breadth
|
P4921
|
Opportunistic
|
Trust
|
USD
|
2025-10-08
| 1,624,401
| 132,269
| 1,492,132
| 1
| 61.9
| 19.6
| 10.6
| 7.9
|
VOO:10.4%;AAPL:22.6%;MSFT:20.2%;MUB:22.6%;BND:12.2%;TLT:11.9%
|
US:55.2;EU:14.9;APAC:16.2;EM:10.7;Other:3.1
|
Value:-0.1;Growth:-0.9;Quality:+0.7;Size:-0.9;Momentum:+0.4;LowVol:+0.4
|
MaxPos7%
| 7
| 30
| 4.8
|
hard 12%
| 208
| 32.7
|
Volatile
| 32
| 4.34
| 4
| 176
| 77
| 81
| 76
| true
|
Rebalance
|
Rebalance back to target bands
| 20
| -14
|
BrokerA
|
MKT
| 99
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -39
| -20
| -25
| 4
| false
|
Increase defensive factor exposure
|
P4922
|
Active
|
Taxable
|
USD
|
2025-09-10
| 532,961
| 51,006
| 481,955
| 1
| 55.7
| 23.8
| 13.4
| 7
|
AMZN:28.7%;HYG:13.8%;TSLA:28.7%;MUB:28.7%
|
US:61.4;EU:18.7;APAC:10.4;EM:7.7;Other:1.9
|
Value:+0.1;Growth:-0.3;Quality:-0.2;Size:+0.6;Momentum:+0.1;LowVol:0.0
|
MaxPos8%
| 8
| 30
| 5.3
|
trailing 8%
| 190
| 20.8
|
Sideways
| 21
| 3.74
| 3.1
| 103
| -11
| 55
| 48
| false
|
NoAction
|
Within bands; monitor
| 31
| 0
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -11
| -28
| -18
| 5
| false
|
Monitor dispersion and breadth
|
P4923
|
Cautious
|
Roth
|
USD
|
2025-10-28
| 430,779
| 35,392
| 395,387
| 1
| 47.6
| 33.2
| 7.8
| 11.4
|
TLT:9.2%;AMZN:22.2%;MUB:9.5%;VTI:22.2%;BND:14.8%;VOO:22.2%
|
US:67.1;EU:10.1;APAC:11.4;EM:9.2;Other:2.2
|
Value:-0.9;Growth:+0.2;Quality:+0.6;Size:-0.7;Momentum:-0.3;LowVol:+0.1
|
MaxPos5%;NoDerivatives;NoMargin
| 6
| 30
| 4.4
|
hard 10%
| 127
| 18.7
|
Volatile
| 21.2
| 5.35
| 4.3
| 170
| -16
| 42
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| 1
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| -18
| 0
| 41
| 5
| false
|
Tax-aware sells next window
|
P4924
|
Cautious
|
401k
|
USD
|
2025-07-12
| 691,687
| 60,377
| 631,310
| 1
| 48.2
| 35.4
| 4.1
| 12.3
|
IEF:26.8%;BRK.B:19.7%;VNQ:26.8%;AAPL:26.8%
|
US:59.3;EU:15.9;APAC:11.6;EM:13.3;Other:0.0
|
Value:+0.4;Growth:+0.4;Quality:+0.5;Size:-0.5;Momentum:+0.1;LowVol:+0.3
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 30
| 5.6
|
trailing 8%
| 125
| 16.7
|
Bull
| 16.5
| 4.75
| 3.1
| 120
| 10
| 55
| 45
| false
|
Buy
|
Add to core equity +1%
| 24
| -12
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| 110
| -55
| 73
| 3
| false
|
Tax-aware sells next window
|
P4925
|
Hands-off
|
Roth
|
USD
|
2025-10-23
| 519,029
| 34,266
| 484,763
| 1
| 63.4
| 27.4
| 0
| 9.2
|
TSLA:20.2%;AMZN:20.2%;GLD:8.9%;XLF:16.8%;TLT:19.4%;MSFT:14.5%
|
US:72.8;EU:14.1;APAC:5.7;EM:6.3;Other:1.2
|
Value:0.0;Growth:-0.9;Quality:-0.8;Size:-0.2;Momentum:-0.5;LowVol:+0.2
| null | 8
| 30
| 5.3
|
trailing 8%
| 105
| 17.4
|
Sideways
| 16.7
| 4.02
| 3
| 126
| 13
| 45
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -14
| -22
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 30
| -9
| 146
| 5
| false
|
Within IPS guidelines
|
P4926
|
Hands-off
|
IRA
|
USD
|
2025-04-22
| 867,882
| 36,833
| 831,049
| 1
| 67.2
| 24.1
| 0
| 8.7
|
XLF:28.5%;IEF:28.5%;BRK.B:28.5%;TLT:14.6%
|
US:72.4;EU:13.0;APAC:5.4;EM:9.1;Other:0.0
|
Value:+0.7;Growth:+0.5;Quality:-0.1;Size:+0.2;Momentum:+0.7;LowVol:-1.0
|
ESGOnly;MaxPos8%
| 10
| 35
| 5
|
trailing 10%
| 95
| 18.1
|
Sideways
| 21.6
| 4.92
| 3.3
| 109
| 19
| 66
| 60
| false
|
Buy
|
Add to core equity +1%
| 26
| 6
|
BrokerA
|
VWAP
| 96
| null | null |
Normal monitoring
| 67
| -4
| 106
| 4
| false
|
Within IPS guidelines
|
P4927
|
Hands-off
|
IRA
|
USD
|
2024-10-31
| 549,245
| 43,078
| 506,167
| 1
| 62
| 17.2
| 14.4
| 6.4
|
VOO:20.3%;MSFT:10.9%;TLT:19.1%;VTI:15.3%;MUB:14.2%;XLF:20.3%
|
US:67.0;EU:8.3;APAC:15.2;EM:7.0;Other:2.5
|
Value:-0.4;Growth:+0.7;Quality:-0.0;Size:-0.8;Momentum:-0.4;LowVol:+0.7
|
ESGOnly;NoDerivatives
| 8
| 35
| 3.4
|
trailing 8%
| 134
| 12.8
|
Sideways
| 16.8
| 4.43
| 2.1
| 126
| 47
| 73
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -31
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| -48
| -1
| -56
| 3
| false
|
Within IPS guidelines
|
P4928
|
Hands-off
|
IRA
|
USD
|
2025-10-08
| 364,719
| 19,943
| 344,776
| 1
| 67.5
| 17
| 8.5
| 7
|
VOO:21.1%;AMZN:19.3%;TSLA:14.1%;TLT:12.1%;AAPL:21.1%;GLD:12.3%
|
US:61.6;EU:18.9;APAC:5.5;EM:11.3;Other:2.6
|
Value:+0.1;Growth:-1.0;Quality:-1.0;Size:+0.6;Momentum:-0.4;LowVol:-0.6
|
NoDerivatives
| 7
| 35
| 5.4
|
trailing 8%
| 145
| 13.8
|
Volatile
| 29
| 4.81
| 2.4
| 136
| 7
| 40
| 69
| false
|
NoAction
|
Within bands; monitor
| 15
| -16
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 11
| 12
| 0
| 4
| false
|
Increase defensive factor exposure
|
P4929
|
Hands-off
|
IRA
|
USD
|
2024-10-28
| 208,062
| 10,584
| 197,478
| 1
| 67.9
| 19
| 3.1
| 10
|
HYG:33.3%;XLF:33.3%;TSLA:33.3%
|
US:71.2;EU:7.5;APAC:10.7;EM:7.5;Other:3.1
|
Value:+0.7;Growth:-0.2;Quality:+0.1;Size:+0.3;Momentum:+0.3;LowVol:-0.5
|
ESGOnly
| 10
| 25
| 5.9
|
hard 10%
| 145
| 14.8
|
Volatile
| 28.9
| 4.19
| 2.3
| 179
| -47
| 24
| 84
| true
|
Rebalance
|
Rebalance back to target bands
| 3
| -4
|
BrokerB
|
MKT
| 87
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -25
| -47
| -38
| 3
| false
|
Tighten stops on momentum names
|
P4930
|
Active
|
Taxable
|
USD
|
2025-09-22
| 954,401
| 57,728
| 896,673
| 1.1
| 60.8
| 30.8
| 0
| 8.4
|
BRK.B:16.2%;QQQ:21.6%;XLF:17.0%;HYG:12.9%;TLT:11.4%;VOO:20.9%
|
US:71.3;EU:10.4;APAC:11.9;EM:5.3;Other:1.2
|
Value:+0.9;Growth:-0.2;Quality:-0.1;Size:+0.4;Momentum:+0.1;LowVol:-0.7
| null | 7
| 30
| 5.1
|
trailing 8%
| 212
| 19.4
|
Bull
| 17.7
| 4.72
| 3
| 114
| 29
| 63
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -7
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 66
| -39
| 88
| 3
| false
|
Monitor dispersion and breadth
|
P4931
|
Cautious
|
Trust
|
USD
|
2024-10-23
| 646,865
| 86,092
| 560,773
| 1
| 38.9
| 34.8
| 10.4
| 15.9
|
MSFT:13.1%;VNQ:21.9%;XLF:23.8%;BRK.B:19.0%;QQQ:22.3%
|
US:62.8;EU:14.7;APAC:13.3;EM:7.5;Other:1.7
|
Value:+0.3;Growth:-0.5;Quality:-0.7;Size:+0.7;Momentum:+1.0;LowVol:+0.9
|
ESGOnly;NoMargin
| 5
| 25
| 6
|
hard 10%
| 165
| 13.7
|
Bull
| 13.9
| 3.65
| 2.8
| 99
| 44
| 77
| 27
| false
|
Sell
|
Trim extended winner -1%
| -15
| -40
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 21
| -40
| 56
| 5
| false
|
Increase defensive factor exposure
|
P4932
|
Hands-off
|
IRA
|
USD
|
2024-12-24
| 289,297
| 18,818
| 270,479
| 1
| 66.5
| 22.9
| 2.9
| 7.7
|
TSLA:19.7%;BND:21.7%;AMZN:8.6%;TLT:21.7%;QQQ:14.4%;MUB:13.9%
|
US:63.9;EU:13.7;APAC:10.3;EM:9.6;Other:2.5
|
Value:-0.7;Growth:-0.4;Quality:-0.9;Size:-0.8;Momentum:+0.9;LowVol:-0.8
| null | 8
| 35
| 5.2
|
trailing 8%
| 170
| 15
|
Volatile
| 23.7
| 3.8
| 3.1
| 129
| -41
| 43
| 57
| false
|
Sell
|
Trim extended winner -1%
| 14
| -8
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| 5
| 18
| 99
| 5
| false
|
Within IPS guidelines
|
P4933
|
Hands-off
|
Roth
|
USD
|
2025-05-28
| 231,576
| 17,883
| 213,693
| 1
| 67.5
| 22.8
| 3.9
| 5.9
|
BRK.B:27.1%;AAPL:27.1%;XLF:20.7%;GLD:25.0%
|
US:60.7;EU:16.5;APAC:14.1;EM:5.5;Other:3.2
|
Value:+0.6;Growth:+0.3;Quality:+0.8;Size:+0.6;Momentum:0.0;LowVol:-0.1
| null | 7
| 25
| 3.8
|
hard 10%
| 136
| 18.9
|
Volatile
| 21.4
| 4.48
| 4
| 141
| 5
| 41
| 70
| false
|
Buy
|
Add to core equity +1%
| 12
| 7
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| 85
| -41
| 209
| 5
| false
|
Increase defensive factor exposure
|
P4934
|
Hands-off
|
Trust
|
USD
|
2025-09-18
| 858,225
| 48,811
| 809,414
| 1
| 70.7
| 20.7
| 0
| 8.6
|
IEF:33.3%;MSFT:33.3%;HYG:33.3%
|
US:62.9;EU:16.9;APAC:10.9;EM:8.2;Other:1.2
|
Value:-0.2;Growth:+0.6;Quality:-0.1;Size:+0.5;Momentum:+0.7;LowVol:+0.4
|
ESGOnly;MaxPos6%
| 7
| 25
| 4.2
|
trailing 8%
| 142
| 14
|
Sideways
| 15
| 3.63
| 3.2
| 112
| 4
| 53
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| 4
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 65
| -16
| 101
| 5
| false
|
Monitor dispersion and breadth
|
P4935
|
Active
|
IRA
|
USD
|
2024-09-21
| 2,296,540
| 204,624
| 2,091,916
| 1
| 50.5
| 19.2
| 20.6
| 9.7
|
GLD:19.9%;AMZN:20.4%;MUB:5.4%;VOO:20.3%;BND:20.4%;TLT:13.5%
|
US:72.4;EU:10.6;APAC:5.2;EM:7.1;Other:4.7
|
Value:+0.4;Growth:-0.5;Quality:+0.6;Size:+0.4;Momentum:+0.9;LowVol:-0.1
|
MaxPos8%
| 5
| 25
| 4
|
trailing 9%
| 156
| 17.3
|
Bull
| 14.1
| 4.13
| 2.6
| 99
| 82
| 81
| 34
| false
|
Sell
|
Trim extended winner -1%
| -2
| 7
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 102
| 2
| 66
| 5
| false
|
Monitor dispersion and breadth
|
P4936
|
Hands-off
|
Taxable
|
USD
|
2024-08-02
| 442,663
| 31,170
| 411,493
| 1
| 66.3
| 24.5
| 0
| 9.2
|
MUB:33.3%;VOO:33.3%;AAPL:33.3%
|
US:64.1;EU:8.5;APAC:14.4;EM:10.8;Other:2.2
|
Value:-0.6;Growth:+0.8;Quality:+0.5;Size:-0.8;Momentum:-0.1;LowVol:-0.0
|
MaxPos8%
| 7
| 35
| 4.2
|
trailing 8%
| 90
| 17
|
Volatile
| 28.2
| 5.06
| 3.9
| 116
| 0
| 45
| 71
| true
|
Rebalance
|
Rebalance back to target bands
| 20
| 11
|
BrokerD
|
MKT
| 96
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 111
| -42
| 182
| 5
| false
|
Increase defensive factor exposure
|
P4937
|
Cautious
|
Taxable
|
USD
|
2025-06-25
| 628,498
| 66,967
| 561,531
| 1
| 40.4
| 30.6
| 12.7
| 16.3
|
VTI:21.6%;HYG:26.1%;AMZN:26.1%;TLT:26.1%
|
US:72.5;EU:9.9;APAC:8.6;EM:8.9;Other:0.2
|
Value:+0.5;Growth:+0.6;Quality:+0.4;Size:+0.8;Momentum:-0.9;LowVol:-0.2
|
NoDerivatives;NoMargin
| 10
| 35
| 3.9
|
trailing 8%
| 108
| 17.2
|
Bull
| 11.1
| 3.62
| 3.2
| 96
| 95
| 90
| 27
| false
|
Sell
|
Trim extended winner -1%
| 18
| -22
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| -20
| -35
| 100
| 3
| false
|
Tighten stops on momentum names
|
P4938
|
Active
|
401k
|
USD
|
2025-08-24
| 2,111,377
| 225,867
| 1,885,510
| 1
| 68.3
| 21.7
| 1.5
| 8.5
|
MSFT:27.5%;VOO:19.9%;AAPL:25.2%;TLT:27.5%
|
US:69.1;EU:17.9;APAC:9.2;EM:3.4;Other:0.4
|
Value:+0.3;Growth:-0.1;Quality:+0.6;Size:+0.4;Momentum:-0.1;LowVol:+0.4
| null | 6
| 25
| 4.7
|
trailing 8%
| 173
| 17.8
|
Bull
| 17.9
| 4.78
| 2.3
| 111
| 18
| 56
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -3
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| -41
| -12
| -77
| 3
| false
|
Within IPS guidelines
|
P4939
|
Hands-off
|
Trust
|
USD
|
2024-10-26
| 176,189
| 8,697
| 167,492
| 1
| 59.6
| 18.8
| 14.2
| 7.3
|
BND:33.3%;VOO:33.3%;VTI:33.3%
|
US:68.8;EU:8.5;APAC:7.3;EM:11.7;Other:3.7
|
Value:-0.5;Growth:-0.5;Quality:-0.2;Size:-0.1;Momentum:-0.7;LowVol:+0.1
|
ESGOnly;NoDerivatives
| 6
| 25
| 4.4
|
trailing 10%
| 165
| 16.2
|
Volatile
| 26.6
| 5.37
| 2.4
| 146
| -30
| 32
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 11
| -18
|
BrokerC
|
LMT
| 93
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 28
| 1
| 73
| 4
| false
|
Increase defensive factor exposure
|
P4940
|
Active
|
401k
|
USD
|
2024-11-30
| 704,861
| 48,875
| 655,986
| 1
| 56.8
| 23.2
| 12.4
| 7.6
|
AAPL:23.9%;IEF:13.8%;AMZN:18.8%;GLD:23.9%;MUB:19.7%
|
US:64.6;EU:6.4;APAC:13.5;EM:12.7;Other:2.8
|
Value:-0.6;Growth:+0.5;Quality:+0.3;Size:-0.1;Momentum:-0.3;LowVol:+0.9
| null | 10
| 30
| 5.2
|
hard 12%
| 208
| 18.1
|
Volatile
| 23.3
| 5.37
| 4
| 125
| -37
| 27
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -1
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 85
| -28
| 124
| 4
| false
|
Monitor dispersion and breadth
|
P4941
|
Hands-off
|
Taxable
|
USD
|
2025-10-31
| 649,959
| 52,492
| 597,467
| 1
| 60
| 24.7
| 7.5
| 7.8
|
TLT:19.7%;AAPL:12.7%;BRK.B:21.6%;VTI:13.6%;IEF:10.8%;VNQ:21.6%
|
US:69.5;EU:10.2;APAC:13.0;EM:5.1;Other:2.3
|
Value:+0.5;Growth:-0.8;Quality:-0.0;Size:+0.4;Momentum:+0.9;LowVol:-0.4
|
ESGOnly
| 7
| 30
| 4.6
|
trailing 8%
| 143
| 15.3
|
Bull
| 13.2
| 3.99
| 3.4
| 108
| 14
| 59
| 35
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 35
| -18
|
BrokerA
|
VWAP
| 98
| null | null |
Normal monitoring
| -51
| -44
| -91
| 5
| false
|
Increase defensive factor exposure
|
P4942
|
Systematic
|
Roth
|
USD
|
2025-08-15
| 1,538,910
| 105,280
| 1,433,630
| 1
| 61.9
| 29.3
| 0
| 8.7
|
XLF:21.9%;TLT:17.7%;VTI:11.7%;VNQ:17.2%;AAPL:9.6%;MUB:21.9%
|
US:60.1;EU:18.0;APAC:10.2;EM:7.2;Other:4.4
|
Value:+0.7;Growth:-0.1;Quality:-0.3;Size:-0.0;Momentum:+0.1;LowVol:-0.7
|
MaxPos6%
| 10
| 25
| 4.8
|
trailing 8%
| 181
| 19.6
|
Bull
| 14
| 3.76
| 3.2
| 74
| 37
| 82
| 43
| false
|
Sell
|
Trim extended winner -1%
| -3
| -15
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| -43
| -2
| 0
| 5
| false
|
Tax-aware sells next window
|
P4943
|
Systematic
|
IRA
|
USD
|
2024-09-17
| 670,799
| 30,321
| 640,478
| 1
| 63.7
| 30.8
| 0
| 5.5
|
GLD:28.7%;MUB:28.7%;IEF:28.7%;MSFT:14.0%
|
US:72.9;EU:9.5;APAC:8.5;EM:3.7;Other:5.5
|
Value:-0.5;Growth:-0.7;Quality:+0.7;Size:-0.9;Momentum:+0.6;LowVol:-0.8
|
MaxPos8%
| 6
| 25
| 5.1
|
trailing 8%
| 162
| 19
|
Bear
| 28.1
| 3.09
| 2.9
| 171
| -42
| 28
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| -19
|
BrokerB
|
MKT
| 85
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 35
| 1
| 18
| 5
| false
|
Within IPS guidelines
|
P4944
|
Active
|
Roth
|
USD
|
2024-10-15
| 2,112,859
| 220,047
| 1,892,812
| 1.05
| 69.9
| 19
| 2
| 9.1
|
BRK.B:25.0%;IEF:25.0%;BND:25.0%;VTI:25.0%
|
US:60.1;EU:20.2;APAC:11.8;EM:5.8;Other:2.1
|
Value:-0.2;Growth:-0.7;Quality:-0.0;Size:-0.0;Momentum:+0.7;LowVol:+0.6
|
MaxPos7%
| 8
| 25
| 4.2
|
trailing 8%
| 171
| 18.2
|
Bull
| 12.3
| 4.12
| 2.4
| 114
| 102
| 92
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| -15
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| -41
| -59
| -58
| 4
| false
|
Within IPS guidelines
|
P4945
|
Active
|
401k
|
USD
|
2025-05-20
| 1,739,526
| 187,749
| 1,551,777
| 1
| 57.4
| 27.9
| 9.3
| 5.4
|
QQQ:23.1%;MSFT:23.1%;BRK.B:23.1%;VOO:16.7%;VTI:14.0%
|
US:71.9;EU:8.4;APAC:14.2;EM:4.7;Other:0.8
|
Value:+0.5;Growth:+0.7;Quality:-0.6;Size:-0.0;Momentum:+0.9;LowVol:+0.3
|
MaxPos6%;NoDerivatives
| 8
| 25
| 5.3
|
trailing 8%
| 139
| 21.8
|
Bull
| 17.8
| 3.96
| 3.4
| 95
| 29
| 79
| 56
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 30
| 15
|
BrokerB
|
MKT
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 44
| -30
| 152
| 3
| false
|
Monitor dispersion and breadth
|
P4946
|
Cautious
|
Roth
|
USD
|
2024-12-03
| 342,250
| 41,473
| 300,777
| 1
| 36.1
| 35.5
| 12.5
| 15.9
|
MUB:14.6%;TSLA:24.1%;XLF:17.4%;VNQ:19.7%;QQQ:24.1%
|
US:65.1;EU:13.3;APAC:14.4;EM:7.1;Other:0.2
|
Value:-0.8;Growth:+0.8;Quality:-0.4;Size:+0.3;Momentum:-0.7;LowVol:+0.8
|
ESGOnly;NoMargin
| 10
| 35
| 4.7
|
hard 10%
| 102
| 18.1
|
Volatile
| 28.5
| 4.94
| 2.1
| 156
| 80
| 82
| 53
| false
|
Sell
|
Trim extended winner -1%
| -3
| -40
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| -37
| -47
| 80
| 5
| false
|
Within IPS guidelines
|
P4947
|
Systematic
|
IRA
|
USD
|
2024-08-29
| 465,106
| 28,675
| 436,431
| 1
| 61.8
| 21.2
| 8.3
| 8.8
|
MSFT:16.5%;AMZN:11.1%;TLT:17.5%;TSLA:20.6%;GLD:20.6%;IEF:13.7%
|
US:65.3;EU:15.7;APAC:13.0;EM:5.0;Other:1.0
|
Value:+0.9;Growth:0.0;Quality:+0.8;Size:-0.5;Momentum:+0.4;LowVol:+0.8
| null | 10
| 25
| 5.4
|
trailing 9%
| 226
| 26.4
|
Sideways
| 14
| 4.55
| 2.1
| 97
| 46
| 73
| 54
| false
|
Buy
|
Add to core equity +1%
| 22
| 9
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| 115
| -27
| 104
| 4
| false
|
Monitor dispersion and breadth
|
P4948
|
Hands-off
|
Trust
|
USD
|
2025-06-07
| 509,548
| 21,148
| 488,400
| 1
| 73.2
| 16.7
| 0.7
| 9.4
|
TLT:20.5%;VNQ:12.5%;GLD:19.4%;AMZN:19.5%;TSLA:18.8%;MSFT:9.3%
|
US:71.1;EU:5.6;APAC:8.6;EM:11.8;Other:2.9
|
Value:-0.4;Growth:+0.1;Quality:+0.1;Size:+0.5;Momentum:+0.2;LowVol:-0.2
| null | 10
| 25
| 3.2
|
hard 10%
| 91
| 17.3
|
Volatile
| 28.9
| 4.65
| 2.7
| 176
| 4
| 55
| 79
| true
|
Rebalance
|
Rebalance back to target bands
| -5
| 13
|
BrokerB
|
LMT
| 89
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 58
| 15
| 146
| 4
| false
|
Tighten stops on momentum names
|
P4949
|
Active
|
Trust
|
USD
|
2024-10-26
| 1,113,014
| 127,796
| 985,218
| 1.18
| 54.2
| 27.5
| 10.3
| 7.9
|
HYG:22.1%;TLT:18.5%;VNQ:13.5%;MSFT:22.1%;AMZN:12.5%;MUB:11.3%
|
US:61.7;EU:17.5;APAC:10.9;EM:9.1;Other:0.8
|
Value:-0.1;Growth:-0.0;Quality:-0.5;Size:+0.1;Momentum:+0.7;LowVol:+0.5
|
MaxPos7%
| 8
| 30
| 4.4
|
trailing 8%
| 204
| 19.9
|
Bull
| 16.4
| 4.12
| 2.1
| 113
| 103
| 93
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| -9
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| -59
| -1
| 16
| 4
| false
|
Monitor dispersion and breadth
|
P4950
|
Hands-off
|
401k
|
USD
|
2024-09-13
| 675,891
| 53,540
| 622,351
| 1
| 58
| 19.7
| 15.7
| 6.6
|
TLT:21.1%;MUB:17.6%;GLD:12.1%;IEF:15.4%;XLF:14.1%;VNQ:19.8%
|
US:60.7;EU:15.8;APAC:12.6;EM:8.3;Other:2.6
|
Value:-0.6;Growth:-0.4;Quality:-0.9;Size:-0.6;Momentum:-0.2;LowVol:+0.6
|
MaxPos6%;NoDerivatives
| 6
| 30
| 3.7
|
hard 10%
| 149
| 19
|
Volatile
| 21.8
| 4.88
| 2.8
| 173
| -28
| 22
| 59
| false
|
Buy
|
Add to core equity +1%
| 27
| -20
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 109
| 4
| 159
| 5
| false
|
Within IPS guidelines
|
P4951
|
Opportunistic
|
IRA
|
USD
|
2025-11-14
| 411,433
| 23,126
| 388,307
| 1
| 67.3
| 16.9
| 8.2
| 7.7
|
VOO:35.5%;TSLA:35.5%;TLT:28.9%
|
US:66.3;EU:14.6;APAC:9.0;EM:7.7;Other:2.5
|
Value:+0.3;Growth:+0.4;Quality:+0.5;Size:+0.8;Momentum:-0.4;LowVol:-0.9
| null | 8
| 25
| 4.3
|
trailing 7%
| 205
| 23.2
|
Sideways
| 21.5
| 4.34
| 2.4
| 131
| -5
| 49
| 61
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 10
| 3
|
BrokerC
|
VWAP
| 86
| null | null |
Normal monitoring
| 33
| -5
| 16
| 3
| false
|
Monitor dispersion and breadth
|
P4952
|
Opportunistic
|
IRA
|
USD
|
2025-09-23
| 579,688
| 31,288
| 548,400
| 1
| 68.1
| 12.4
| 15.2
| 4.3
|
AMZN:23.5%;TSLA:23.5%;HYG:13.8%;VNQ:22.9%;AAPL:16.2%
|
US:68.1;EU:19.1;APAC:5.8;EM:4.9;Other:2.1
|
Value:+0.2;Growth:-0.7;Quality:-0.7;Size:+0.4;Momentum:+0.9;LowVol:+0.3
|
NoDerivatives
| 6
| 35
| 4.6
|
trailing 7%
| 224
| 33.6
|
Bear
| 29.7
| 3.41
| 1.2
| 168
| -4
| 35
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -31
|
BrokerB
|
LMT
| 92
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -41
| 8
| 30
| 5
| false
|
Increase defensive factor exposure
|
P4953
|
Cautious
|
Trust
|
USD
|
2024-12-13
| 463,081
| 49,662
| 413,419
| 1
| 53.5
| 35.3
| 0
| 11.3
|
TLT:23.5%;VNQ:14.0%;AMZN:21.8%;XLF:23.5%;QQQ:17.2%
|
US:65.8;EU:17.9;APAC:6.3;EM:8.3;Other:1.8
|
Value:-0.1;Growth:-0.1;Quality:-0.9;Size:-0.1;Momentum:+0.3;LowVol:+0.6
|
NoMargin
| 6
| 35
| 5.4
|
trailing 8%
| 93
| 19.9
|
Bull
| 13.1
| 3.59
| 2.2
| 75
| 25
| 74
| 46
| false
|
Buy
|
Add to core equity +1%
| -2
| -25
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 53
| 17
| 109
| 4
| false
|
Increase defensive factor exposure
|
P4954
|
Systematic
|
Taxable
|
USD
|
2025-04-18
| 684,363
| 56,362
| 628,001
| 1
| 56.8
| 31.6
| 4.4
| 7.2
|
TLT:34.4%;TSLA:34.4%;BRK.B:31.2%
|
US:68.2;EU:16.3;APAC:6.9;EM:5.5;Other:3.1
|
Value:-0.1;Growth:-0.7;Quality:+0.4;Size:-0.3;Momentum:-0.4;LowVol:-0.1
| null | 7
| 30
| 4.5
|
hard 12%
| 213
| 17.5
|
Volatile
| 22.3
| 4.58
| 2.9
| 177
| 25
| 47
| 66
| true
|
Rebalance
|
Rebalance back to target bands
| 28
| -16
|
BrokerC
|
LMT
| 87
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 65
| -16
| 170
| 3
| true
|
Increase defensive factor exposure
|
P4955
|
Hands-off
|
IRA
|
USD
|
2024-09-28
| 662,766
| 54,487
| 608,279
| 1
| 61.9
| 20.5
| 10.9
| 6.7
|
IEF:21.5%;AAPL:26.2%;XLF:26.2%;GLD:26.2%
|
US:65.9;EU:14.5;APAC:7.2;EM:8.8;Other:3.6
|
Value:-0.9;Growth:+0.9;Quality:0.0;Size:-0.8;Momentum:+1.0;LowVol:-1.0
| null | 10
| 35
| 4.7
|
trailing 8%
| 97
| 18.9
|
Volatile
| 25.7
| 4.18
| 2.2
| 161
| -39
| 19
| 76
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 25
| -2
|
BrokerC
|
VWAP
| 95
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -37
| 9
| 96
| 3
| false
|
Within IPS guidelines
|
P4956
|
Hands-off
|
Trust
|
USD
|
2025-07-23
| 567,020
| 24,607
| 542,413
| 1
| 70
| 22.2
| 2.5
| 5.3
|
BRK.B:33.3%;AMZN:33.3%;VNQ:33.3%
|
US:73.3;EU:6.8;APAC:11.6;EM:5.7;Other:2.6
|
Value:-0.9;Growth:+0.4;Quality:+0.2;Size:+0.2;Momentum:-0.6;LowVol:0.0
| null | 8
| 30
| 4
|
trailing 10%
| 163
| 14.7
|
Bull
| 15.9
| 3.8
| 2.9
| 109
| 29
| 60
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| 2
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| 74
| -25
| 80
| 4
| false
|
Increase defensive factor exposure
|
P4957
|
Opportunistic
|
Roth
|
USD
|
2024-09-15
| 1,511,934
| 48,075
| 1,463,859
| 1
| 77.3
| 14.7
| 0.2
| 7.8
|
VOO:19.0%;TLT:10.0%;BND:13.6%;VNQ:21.7%;AAPL:22.0%;VTI:13.6%
|
US:74.1;EU:5.6;APAC:5.2;EM:10.7;Other:4.3
|
Value:+0.4;Growth:+0.5;Quality:-0.5;Size:-0.7;Momentum:-0.4;LowVol:-0.8
| null | 10
| 30
| 5.7
|
trailing 7%
| 162
| 26.5
|
Sideways
| 19.6
| 4.52
| 2.6
| 93
| 31
| 54
| 75
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -29
|
BrokerB
|
VWAP
| 99
| null | null |
Normal monitoring
| 64
| -22
| 87
| 3
| false
|
Within IPS guidelines
|
P4958
|
Systematic
|
Roth
|
USD
|
2024-11-24
| 1,267,841
| 88,956
| 1,178,885
| 1
| 66.3
| 25.8
| 0.4
| 7.5
|
BND:21.2%;TLT:11.0%;AMZN:15.0%;MUB:11.2%;AAPL:21.2%;XLF:20.3%
|
US:68.6;EU:11.6;APAC:11.2;EM:5.5;Other:3.1
|
Value:-0.7;Growth:-0.2;Quality:-0.2;Size:+0.5;Momentum:-0.2;LowVol:-0.7
| null | 8
| 35
| 5.3
|
trailing 9%
| 171
| 21.4
|
Bear
| 34.4
| 3.23
| 3
| 159
| -117
| 5
| 96
| true
|
Rebalance
|
Rebalance back to target bands
| 16
| -14
|
BrokerB
|
MKT
| 91
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 40
| -27
| 71
| 4
| false
|
Increase defensive factor exposure
|
P4959
|
Active
|
Roth
|
USD
|
2025-10-16
| 1,484,354
| 146,793
| 1,337,561
| 1
| 63
| 23.3
| 8.4
| 5.4
|
AAPL:18.6%;MSFT:22.8%;TLT:16.9%;BRK.B:18.9%;VNQ:22.8%
|
US:64.6;EU:15.9;APAC:12.0;EM:7.1;Other:0.4
|
Value:-0.6;Growth:+0.6;Quality:-0.2;Size:+0.5;Momentum:-0.6;LowVol:-0.9
|
MaxPos6%
| 7
| 25
| 4.8
|
trailing 9%
| 137
| 24.9
|
Volatile
| 26.4
| 4.28
| 2.9
| 143
| 62
| 90
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| 33
| -3
|
BrokerD
|
LMT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -43
| -24
| -21
| 4
| false
|
Within IPS guidelines
|
P4960
|
Systematic
|
Roth
|
USD
|
2025-11-16
| 1,068,620
| 66,836
| 1,001,784
| 1
| 60.4
| 22.9
| 6.9
| 9.8
|
BRK.B:32.8%;QQQ:33.6%;XLF:33.6%
|
US:61.0;EU:16.5;APAC:11.7;EM:8.9;Other:1.9
|
Value:+0.4;Growth:+0.8;Quality:+0.5;Size:+0.2;Momentum:+0.7;LowVol:-0.6
|
NoDerivatives
| 10
| 35
| 5.7
|
trailing 9%
| 130
| 18.5
|
Bull
| 12.6
| 3.77
| 2.4
| 112
| 88
| 92
| 42
| false
|
NoAction
|
Within bands; monitor
| 26
| 8
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 15
| 2
| 14
| 5
| false
|
Tighten stops on momentum names
|
P4961
|
Cautious
|
401k
|
USD
|
2024-09-20
| 607,557
| 75,334
| 532,223
| 1
| 42.5
| 43
| 4.1
| 10.3
|
MUB:33.5%;VTI:33.5%;VOO:32.9%
|
US:74.7;EU:8.6;APAC:7.1;EM:6.2;Other:3.3
|
Value:-0.7;Growth:+0.4;Quality:-1.0;Size:-0.7;Momentum:+0.9;LowVol:+0.4
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 35
| 4.2
|
hard 10%
| 140
| 17.3
|
Bull
| 16.9
| 4.98
| 2.6
| 80
| 58
| 71
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| -37
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 51
| -39
| 157
| 5
| false
|
Increase defensive factor exposure
|
P4962
|
Active
|
IRA
|
USD
|
2025-01-04
| 1,701,413
| 193,295
| 1,508,118
| 1.07
| 55.5
| 20.1
| 17.9
| 6.4
|
AMZN:33.3%;HYG:33.3%;MSFT:33.3%
|
US:64.4;EU:9.7;APAC:16.1;EM:6.1;Other:3.8
|
Value:-0.3;Growth:-0.0;Quality:-0.8;Size:+0.3;Momentum:-0.0;LowVol:-0.5
|
MaxPos6%
| 10
| 35
| 5.1
|
trailing 9%
| 134
| 16
|
Bear
| 31.7
| 4.36
| 1.6
| 190
| -64
| 14
| 84
| true
|
Rebalance
|
Rebalance back to target bands
| 29
| -17
|
BrokerB
|
MKT
| 91
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 52
| 0
| 73
| 3
| false
|
Increase defensive factor exposure
|
P4963
|
Opportunistic
|
401k
|
USD
|
2025-02-21
| 1,699,093
| 68,325
| 1,630,768
| 1
| 63.9
| 17.8
| 14
| 4.3
|
VNQ:22.9%;TSLA:7.2%;AAPL:11.5%;BRK.B:21.3%;HYG:22.9%;XLF:14.2%
|
US:67.6;EU:7.5;APAC:15.3;EM:5.4;Other:4.2
|
Value:+0.5;Growth:-0.9;Quality:-0.7;Size:-0.6;Momentum:+0.9;LowVol:-0.3
| null | 6
| 35
| 4.1
|
trailing 9%
| 184
| 25.6
|
Volatile
| 26.5
| 5.5
| 4.2
| 131
| 19
| 65
| 65
| false
|
Buy
|
Add to core equity +1%
| 30
| 3
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -47
| -32
| 63
| 5
| false
|
Increase defensive factor exposure
|
P4964
|
Active
|
IRA
|
USD
|
2025-10-25
| 2,114,010
| 134,034
| 1,979,976
| 1
| 60.2
| 29.9
| 3.4
| 6.5
|
MUB:21.6%;BRK.B:7.5%;TSLA:21.6%;AMZN:21.6%;VNQ:9.4%;VOO:18.4%
|
US:72.4;EU:10.5;APAC:7.9;EM:7.4;Other:1.9
|
Value:-0.5;Growth:+0.1;Quality:+0.3;Size:-1.0;Momentum:+0.2;LowVol:+0.5
|
MaxPos5%;NoDerivatives
| 5
| 35
| 6
|
trailing 8%
| 220
| 19
|
Bull
| 13
| 4.85
| 3.2
| 107
| 21
| 48
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -24
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| 102
| -4
| 230
| 4
| false
|
Increase defensive factor exposure
|
P4965
|
Opportunistic
|
401k
|
USD
|
2025-04-05
| 1,166,669
| 66,077
| 1,100,592
| 1
| 73
| 17.2
| 1.7
| 8.1
|
TLT:26.3%;QQQ:21.1%;GLD:26.3%;HYG:26.3%
|
US:58.4;EU:21.6;APAC:9.7;EM:5.2;Other:5.2
|
Value:+0.7;Growth:0.0;Quality:-0.3;Size:+0.7;Momentum:+0.7;LowVol:-0.9
| null | 8
| 25
| 4.8
|
trailing 7%
| 182
| 23.9
|
Volatile
| 30.6
| 5.05
| 2.6
| 128
| -60
| 7
| 87
| true
|
Rebalance
|
Rebalance back to target bands
| 33
| -2
|
BrokerA
|
MKT
| 97
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -30
| -3
| -15
| 5
| false
|
Tighten stops on momentum names
|
P4966
|
Cautious
|
Taxable
|
USD
|
2024-07-05
| 221,339
| 26,526
| 194,813
| 1
| 39.6
| 43.5
| 4.4
| 12.4
|
GLD:24.9%;VNQ:13.8%;BND:24.9%;HYG:24.9%;MUB:11.5%
|
US:68.0;EU:17.1;APAC:6.4;EM:7.7;Other:0.8
|
Value:-0.9;Growth:+0.8;Quality:-0.6;Size:-0.3;Momentum:+0.5;LowVol:-0.4
|
ESGOnly;NoMargin
| 10
| 30
| 4.5
|
trailing 8%
| 115
| 18.7
|
Bull
| 12.1
| 4.05
| 3
| 76
| 39
| 57
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -13
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 82
| -11
| 79
| 4
| false
|
Monitor dispersion and breadth
|
P4967
|
Hands-off
|
Trust
|
USD
|
2025-05-12
| 350,946
| 23,087
| 327,859
| 1
| 74.4
| 17
| 3
| 5.6
|
XLF:18.4%;VNQ:20.1%;VOO:24.2%;BND:24.2%;MSFT:13.0%
|
US:70.2;EU:7.4;APAC:10.1;EM:11.0;Other:1.4
|
Value:+0.5;Growth:-0.2;Quality:-0.5;Size:-0.2;Momentum:+0.8;LowVol:+0.9
|
ESGOnly
| 5
| 35
| 4.7
|
trailing 8%
| 117
| 17.1
|
Bear
| 28.5
| 3.46
| 1.4
| 138
| -107
| 5
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| 14
|
BrokerD
|
MKT
| 96
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 69
| -35
| 29
| 3
| false
|
Monitor dispersion and breadth
|
P4968
|
Opportunistic
|
Taxable
|
USD
|
2025-01-09
| 609,712
| 40,093
| 569,619
| 1
| 74.1
| 17.2
| 3.8
| 4.8
|
XLF:21.7%;VNQ:13.2%;MUB:11.4%;TLT:10.9%;IEF:21.7%;BND:21.1%
|
US:60.6;EU:16.9;APAC:14.5;EM:7.3;Other:0.7
|
Value:+0.9;Growth:+0.5;Quality:-0.5;Size:+0.7;Momentum:+0.6;LowVol:-0.8
| null | 10
| 25
| 5
|
hard 12%
| 250
| 31.4
|
Bull
| 11.5
| 4.96
| 2.4
| 87
| 31
| 66
| 42
| true
|
Hedge
|
Buy index puts 1% notional
| 0
| -26
|
BrokerB
|
LMT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 10
| 12
| 62
| 4
| false
|
Increase defensive factor exposure
|
P4969
|
Systematic
|
Taxable
|
USD
|
2025-11-22
| 660,848
| 65,708
| 595,140
| 1
| 62.6
| 31.9
| 0
| 5.5
|
TSLA:28.2%;AAPL:15.5%;VTI:28.2%;HYG:28.2%
|
US:65.0;EU:16.8;APAC:7.4;EM:6.3;Other:4.5
|
Value:+0.7;Growth:-0.4;Quality:+1.0;Size:-0.9;Momentum:+0.1;LowVol:+0.6
|
MaxPos7%
| 6
| 30
| 5.4
|
hard 12%
| 204
| 17.3
|
Bull
| 12.9
| 4.56
| 2.6
| 106
| 55
| 64
| 51
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 13
| -32
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 9
| 4
| 121
| 3
| false
|
Within IPS guidelines
|
P4970
|
Cautious
|
IRA
|
USD
|
2025-05-08
| 621,068
| 97,032
| 524,036
| 1
| 45.2
| 33
| 11.5
| 10.3
|
BND:33.3%;MUB:33.3%;QQQ:33.3%
|
US:71.7;EU:18.1;APAC:4.9;EM:4.6;Other:0.7
|
Value:-0.6;Growth:+0.7;Quality:+0.8;Size:-0.1;Momentum:+0.4;LowVol:+0.3
|
MaxPos6%;NoMargin
| 10
| 35
| 4.3
|
trailing 8%
| 93
| 13.8
|
Bull
| 12.5
| 3.86
| 3
| 107
| 86
| 92
| 36
| false
|
Buy
|
Add to core equity +1%
| 1
| -22
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| -52
| -49
| 27
| 5
| false
|
Monitor dispersion and breadth
|
P4971
|
Systematic
|
Trust
|
USD
|
2024-11-08
| 620,510
| 31,804
| 588,706
| 1
| 55.7
| 21.9
| 16.6
| 5.8
|
TLT:11.2%;VTI:13.5%;AAPL:21.1%;HYG:21.6%;IEF:21.6%;VOO:10.9%
|
US:66.4;EU:10.6;APAC:7.2;EM:13.4;Other:2.4
|
Value:+0.4;Growth:-0.5;Quality:-0.8;Size:+1.0;Momentum:+0.1;LowVol:-0.1
|
MaxPos5%;NoDerivatives
| 8
| 30
| 4.7
|
trailing 8%
| 126
| 20.4
|
Bull
| 11.6
| 4.35
| 3.2
| 119
| 43
| 63
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -36
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 79
| -21
| 47
| 4
| false
|
Within IPS guidelines
|
P4972
|
Active
|
Roth
|
USD
|
2025-03-30
| 1,548,128
| 153,025
| 1,395,103
| 1
| 61.7
| 30.3
| 0
| 7.9
|
VNQ:18.5%;VTI:19.0%;MSFT:25.1%;BND:12.3%;TSLA:25.1%
|
US:67.4;EU:9.5;APAC:15.4;EM:7.5;Other:0.2
|
Value:+0.7;Growth:+0.7;Quality:-0.4;Size:-1.0;Momentum:-1.0;LowVol:+0.3
|
MaxPos7%
| 7
| 35
| 4.5
|
trailing 8%
| 197
| 25.6
|
Bull
| 13
| 4.71
| 2.7
| 96
| 78
| 99
| 34
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| 9
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -23
| -50
| 72
| 5
| false
|
Tax-aware sells next window
|
P4973
|
Opportunistic
|
401k
|
USD
|
2025-10-17
| 1,308,593
| 66,777
| 1,241,816
| 1.25
| 71.7
| 20.5
| 0
| 7.8
|
VTI:17.9%;MSFT:29.3%;GLD:23.4%;QQQ:29.3%
|
US:61.0;EU:14.3;APAC:13.2;EM:5.9;Other:5.5
|
Value:+0.7;Growth:-0.3;Quality:+0.6;Size:+0.9;Momentum:-0.6;LowVol:+0.2
|
MaxPos8%
| 5
| 25
| 6.8
|
trailing 7%
| 200
| 28.8
|
Bear
| 25.5
| 3.9
| 2.9
| 171
| 28
| 52
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| 11
|
BrokerA
|
LMT
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -48
| -37
| 35
| 4
| false
|
Tighten stops on momentum names
|
P4974
|
Hands-off
|
IRA
|
USD
|
2025-02-20
| 652,049
| 55,177
| 596,872
| 1
| 62
| 21.6
| 11.1
| 5.3
|
VNQ:21.7%;QQQ:14.3%;IEF:21.7%;VTI:20.5%;GLD:21.7%
|
US:67.9;EU:6.2;APAC:15.4;EM:9.1;Other:1.3
|
Value:+0.1;Growth:+0.5;Quality:+0.8;Size:-0.9;Momentum:+0.4;LowVol:+0.1
| null | 6
| 35
| 4.4
|
trailing 8%
| 139
| 18.3
|
Bull
| 14.4
| 3.74
| 3.4
| 112
| 57
| 70
| 55
| false
|
Buy
|
Add to core equity +1%
| -8
| -7
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| -19
| -55
| 119
| 3
| false
|
Increase defensive factor exposure
|
P4975
|
Cautious
|
Trust
|
USD
|
2025-02-26
| 683,329
| 73,936
| 609,393
| 1
| 47.2
| 35.8
| 5.3
| 11.6
|
TLT:16.9%;MSFT:19.0%;BRK.B:20.1%;VTI:18.9%;XLF:17.4%;GLD:7.6%
|
US:61.7;EU:18.7;APAC:10.6;EM:4.1;Other:4.9
|
Value:+0.7;Growth:+0.2;Quality:+1.0;Size:-0.1;Momentum:-0.7;LowVol:+0.3
|
ESGOnly;NoMargin
| 6
| 30
| 5
|
hard 10%
| 140
| 19.1
|
Volatile
| 26.2
| 5.28
| 4.1
| 174
| -49
| 12
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| -5
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| -15
| -34
| 84
| 3
| false
|
Tighten stops on momentum names
|
P4976
|
Opportunistic
|
Taxable
|
USD
|
2024-11-16
| 881,300
| 57,609
| 823,691
| 1.06
| 62.4
| 10.6
| 19.1
| 7.9
|
TSLA:30.9%;BND:34.5%;MUB:34.5%
|
US:59.8;EU:17.2;APAC:11.0;EM:8.2;Other:3.8
|
Value:+0.7;Growth:0.0;Quality:+0.1;Size:+0.1;Momentum:+0.8;LowVol:-0.7
| null | 7
| 35
| 6.8
|
hard 12%
| 279
| 28.8
|
Bull
| 15.2
| 4.88
| 3.5
| 87
| 113
| 100
| 42
| false
|
Buy
|
Add to core equity +1%
| 14
| 12
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 13
| -54
| -20
| 4
| false
|
Tighten stops on momentum names
|
P4977
|
Active
|
Taxable
|
USD
|
2025-09-28
| 964,505
| 60,867
| 903,638
| 1
| 57
| 21.1
| 14.1
| 7.8
|
VOO:15.9%;QQQ:18.0%;XLF:16.9%;MSFT:16.8%;MUB:15.5%;GLD:16.8%
|
US:57.6;EU:16.7;APAC:12.8;EM:10.8;Other:2.2
|
Value:+0.9;Growth:+0.3;Quality:+0.1;Size:+0.4;Momentum:+0.6;LowVol:-0.1
|
MaxPos6%;NoDerivatives
| 7
| 30
| 5.7
|
trailing 8%
| 202
| 24.1
|
Sideways
| 15.2
| 4.26
| 3.5
| 102
| 34
| 57
| 34
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| -34
|
BrokerD
|
VWAP
| 100
| null | null |
Normal monitoring
| 84
| -7
| 127
| 3
| false
|
Increase defensive factor exposure
|
P4978
|
Active
|
401k
|
USD
|
2025-06-17
| 2,363,724
| 208,509
| 2,155,215
| 1
| 65.4
| 29.8
| 0
| 4.8
|
AAPL:8.8%;AMZN:9.4%;TLT:15.8%;XLF:23.9%;BND:18.2%;VOO:23.9%
|
US:70.4;EU:7.1;APAC:16.0;EM:5.6;Other:0.9
|
Value:+0.3;Growth:+0.8;Quality:-0.1;Size:+0.9;Momentum:-0.9;LowVol:-0.6
|
MaxPos6%
| 6
| 35
| 5.1
|
trailing 8%
| 155
| 18.1
|
Volatile
| 23.6
| 4.29
| 2
| 175
| 34
| 63
| 69
| false
|
Buy
|
Add to core equity +1%
| -8
| 4
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -10
| -53
| 94
| 3
| false
|
Within IPS guidelines
|
P4979
|
Systematic
|
401k
|
USD
|
2024-08-05
| 438,712
| 31,250
| 407,462
| 1
| 68.3
| 24.6
| 0
| 7.1
|
BRK.B:33.3%;TLT:33.3%;VTI:33.3%
|
US:66.6;EU:12.5;APAC:6.1;EM:11.0;Other:3.7
|
Value:+0.3;Growth:-0.2;Quality:+0.7;Size:+0.4;Momentum:+0.7;LowVol:+0.9
|
NoDerivatives
| 7
| 30
| 5.4
|
hard 12%
| 192
| 16.7
|
Sideways
| 16.8
| 4.8
| 2.7
| 120
| 18
| 47
| 64
| false
|
Sell
|
Trim extended winner -1%
| 26
| 11
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| 109
| 17
| 200
| 5
| false
|
Increase defensive factor exposure
|
P4980
|
Opportunistic
|
IRA
|
USD
|
2025-01-17
| 852,626
| 59,542
| 793,084
| 1
| 73.9
| 14.1
| 4.3
| 7.7
|
VTI:22.7%;BRK.B:22.7%;AMZN:22.7%;TLT:22.7%;BND:9.2%
|
US:70.9;EU:9.7;APAC:9.5;EM:4.8;Other:5.1
|
Value:-0.8;Growth:-0.5;Quality:+0.5;Size:+0.2;Momentum:+0.1;LowVol:+0.8
| null | 8
| 35
| 6.5
|
trailing 7%
| 192
| 32.9
|
Bull
| 12.6
| 4.47
| 2.1
| 91
| 24
| 73
| 39
| false
|
Buy
|
Add to core equity +1%
| 28
| 14
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| 56
| -49
| 106
| 4
| false
|
Monitor dispersion and breadth
|
P4981
|
Systematic
|
Taxable
|
USD
|
2025-08-25
| 976,013
| 63,778
| 912,235
| 1
| 56.8
| 31.1
| 3.8
| 8.3
|
VTI:25.9%;TSLA:25.9%;MUB:14.0%;AAPL:17.1%;QQQ:17.1%
|
US:75.9;EU:5.7;APAC:12.8;EM:5.6;Other:0.0
|
Value:-0.8;Growth:+0.3;Quality:+0.6;Size:-0.2;Momentum:+0.8;LowVol:-0.8
|
MaxPos7%
| 6
| 30
| 4.5
|
trailing 9%
| 123
| 19.3
|
Volatile
| 31
| 4.73
| 2.9
| 137
| 70
| 95
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 26
| -1
|
BrokerC
|
MKT
| 89
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 64
| -28
| 77
| 2
| false
|
Tighten stops on momentum names
|
P4982
|
Hands-off
|
Roth
|
USD
|
2025-01-07
| 379,602
| 33,973
| 345,629
| 1
| 57.7
| 21.1
| 11.9
| 9.2
|
TLT:10.3%;AAPL:23.8%;HYG:19.9%;IEF:9.7%;QQQ:23.8%;AMZN:12.5%
|
US:63.6;EU:14.9;APAC:17.4;EM:3.8;Other:0.3
|
Value:-0.3;Growth:+0.7;Quality:-1.0;Size:+0.8;Momentum:-0.5;LowVol:-0.8
|
ESGOnly;MaxPos8%
| 7
| 35
| 5.1
|
trailing 10%
| 166
| 16.9
|
Sideways
| 17.9
| 4.48
| 3
| 133
| -9
| 44
| 43
| true
|
Hedge
|
Buy index puts 1% notional
| 24
| -36
|
BrokerB
|
MKT
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 8
| -8
| 48
| 2
| false
|
Increase defensive factor exposure
|
P4983
|
Cautious
|
401k
|
USD
|
2025-07-01
| 855,779
| 99,228
| 756,551
| 1
| 37.8
| 36.3
| 15.7
| 10.3
|
XLF:33.3%;TLT:33.3%;IEF:33.3%
|
US:74.2;EU:10.6;APAC:5.6;EM:5.2;Other:4.4
|
Value:+0.3;Growth:+0.9;Quality:-0.1;Size:-0.6;Momentum:+0.5;LowVol:-0.3
|
NoMargin
| 7
| 35
| 3.5
|
trailing 8%
| 139
| 16.7
|
Sideways
| 16.4
| 4.57
| 3.5
| 103
| 39
| 77
| 37
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| 13
|
BrokerB
|
LMT
| 92
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -14
| -7
| 59
| 5
| false
|
Tighten stops on momentum names
|
P4984
|
Hands-off
|
Trust
|
USD
|
2025-04-04
| 880,249
| 71,697
| 808,552
| 1
| 66.8
| 22.3
| 5.1
| 5.8
|
AAPL:14.7%;MSFT:19.1%;VOO:22.7%;HYG:20.9%;XLF:22.7%
|
US:69.1;EU:14.1;APAC:10.5;EM:5.9;Other:0.4
|
Value:-1.0;Growth:-0.1;Quality:-0.2;Size:+0.5;Momentum:-0.8;LowVol:-0.9
|
ESGOnly;MaxPos5%;NoDerivatives
| 10
| 30
| 5.3
|
trailing 10%
| 94
| 18.7
|
Volatile
| 25.7
| 4.66
| 3.1
| 119
| 55
| 67
| 62
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -2
| -35
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 20
| 11
| 146
| 3
| false
|
Tighten stops on momentum names
|
P4985
|
Cautious
|
401k
|
USD
|
2024-11-09
| 869,860
| 80,970
| 788,890
| 1
| 48
| 40.5
| 0
| 11.6
|
XLF:19.3%;QQQ:16.3%;GLD:16.2%;TLT:15.7%;AMZN:20.3%;MUB:12.2%
|
US:59.7;EU:20.2;APAC:10.5;EM:6.4;Other:3.1
|
Value:-0.1;Growth:-0.6;Quality:+0.1;Size:-0.4;Momentum:-0.7;LowVol:-0.3
|
ESGOnly;MaxPos8%;NoMargin
| 5
| 35
| 3.5
|
trailing 10%
| 110
| 13.8
|
Sideways
| 14.5
| 3.74
| 2.9
| 118
| 26
| 57
| 40
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -18
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 94
| -31
| 112
| 3
| false
|
Monitor dispersion and breadth
|
P4986
|
Hands-off
|
401k
|
USD
|
2025-02-02
| 856,923
| 64,618
| 792,305
| 1
| 60
| 27.8
| 4.9
| 7.3
|
TLT:14.2%;BRK.B:17.2%;IEF:11.4%;AAPL:16.1%;XLF:20.5%;MSFT:20.5%
|
US:60.7;EU:15.3;APAC:11.9;EM:9.8;Other:2.3
|
Value:+0.3;Growth:-0.3;Quality:+0.9;Size:+0.4;Momentum:+0.1;LowVol:-0.1
| null | 6
| 25
| 4.8
|
trailing 8%
| 112
| 12.1
|
Volatile
| 27.7
| 4.88
| 2.3
| 121
| 55
| 72
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| -12
| -31
|
BrokerC
|
MKT
| 91
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 66
| -39
| 86
| 2
| false
|
Within IPS guidelines
|
P4987
|
Hands-off
|
IRA
|
USD
|
2025-06-05
| 841,825
| 75,278
| 766,547
| 1
| 65.9
| 18.7
| 8.8
| 6.5
|
XLF:9.2%;TLT:14.1%;MSFT:22.9%;VNQ:22.9%;AAPL:8.9%;TSLA:22.0%
|
US:71.1;EU:9.0;APAC:14.0;EM:4.3;Other:1.6
|
Value:-0.9;Growth:-0.2;Quality:+0.6;Size:-0.9;Momentum:-0.6;LowVol:-0.3
|
ESGOnly;MaxPos8%;NoDerivatives
| 7
| 30
| 4.5
|
trailing 10%
| 114
| 16.8
|
Bear
| 26.1
| 3.44
| 2.1
| 213
| -12
| 34
| 70
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 28
| -19
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| 90
| 20
| 135
| 4
| false
|
Increase defensive factor exposure
|
P4988
|
Opportunistic
|
Taxable
|
USD
|
2024-10-28
| 1,102,837
| 64,641
| 1,038,196
| 1
| 64.9
| 10.2
| 17
| 8
|
VNQ:10.1%;QQQ:20.7%;TSLA:23.1%;GLD:23.1%;BND:23.1%
|
US:78.6;EU:7.9;APAC:5.2;EM:6.3;Other:1.9
|
Value:-0.2;Growth:-0.0;Quality:-0.9;Size:+0.3;Momentum:+0.6;LowVol:+1.0
|
NoDerivatives
| 5
| 30
| 6.2
|
hard 12%
| 277
| 30.9
|
Bull
| 15.6
| 4.08
| 2.2
| 81
| 1
| 37
| 54
| false
|
Sell
|
Trim extended winner -1%
| 12
| -17
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 30
| -31
| 23
| 3
| false
|
Tax-aware sells next window
|
P4989
|
Cautious
|
401k
|
USD
|
2025-03-10
| 225,443
| 26,806
| 198,637
| 1
| 41
| 38.5
| 5
| 15.4
|
QQQ:33.2%;GLD:33.4%;VOO:33.4%
|
US:57.8;EU:19.6;APAC:15.0;EM:6.6;Other:1.0
|
Value:-0.9;Growth:+0.7;Quality:+0.8;Size:+0.3;Momentum:+0.9;LowVol:+0.2
|
NoMargin
| 8
| 35
| 3.3
|
trailing 10%
| 142
| 19
|
Bull
| 13.8
| 4.16
| 3.3
| 117
| 67
| 93
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| 7
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -10
| -34
| 97
| 3
| false
|
Monitor dispersion and breadth
|
P4990
|
Opportunistic
|
Taxable
|
USD
|
2024-07-05
| 337,820
| 23,398
| 314,422
| 1
| 62
| 10.8
| 20.5
| 6.7
|
TSLA:14.6%;HYG:26.4%;AAPL:26.4%;BRK.B:14.0%;IEF:18.6%
|
US:59.6;EU:18.1;APAC:12.9;EM:6.4;Other:3.0
|
Value:+0.9;Growth:+0.6;Quality:+0.3;Size:+0.7;Momentum:-0.6;LowVol:-1.0
|
MaxPos8%
| 10
| 35
| 4.1
|
trailing 9%
| 229
| 29.9
|
Bull
| 14.9
| 4.74
| 3.3
| 103
| 35
| 65
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -25
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| 4
| -36
| 122
| 4
| false
|
Within IPS guidelines
|
P4991
|
Active
|
401k
|
USD
|
2025-09-10
| 2,196,811
| 145,253
| 2,051,558
| 1
| 57.2
| 25.6
| 10.2
| 7
|
VTI:22.7%;MSFT:8.9%;VOO:22.7%;HYG:22.7%;TLT:9.0%;GLD:14.1%
|
US:71.1;EU:7.6;APAC:14.2;EM:6.4;Other:0.6
|
Value:-0.2;Growth:+0.2;Quality:-0.2;Size:+0.1;Momentum:+0.9;LowVol:-0.8
|
MaxPos6%
| 6
| 25
| 4.4
|
hard 12%
| 122
| 24.5
|
Sideways
| 14.1
| 4.15
| 2.7
| 128
| 39
| 64
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| -19
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 38
| -47
| 54
| 3
| false
|
Within IPS guidelines
|
P4992
|
Systematic
|
401k
|
USD
|
2024-10-15
| 1,457,892
| 88,428
| 1,369,464
| 1
| 62.9
| 20.9
| 8.2
| 8
|
AMZN:11.3%;QQQ:11.7%;XLF:20.7%;TSLA:22.9%;BRK.B:22.9%;IEF:10.5%
|
US:55.5;EU:20.7;APAC:8.4;EM:11.2;Other:4.2
|
Value:+1.0;Growth:+0.4;Quality:-0.2;Size:-0.4;Momentum:+0.1;LowVol:-0.4
| null | 10
| 25
| 6
|
hard 12%
| 151
| 26.3
|
Bull
| 14.7
| 4.36
| 3.3
| 84
| 25
| 75
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -27
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 94
| 0
| 215
| 4
| false
|
Within IPS guidelines
|
P4993
|
Systematic
|
Taxable
|
USD
|
2024-11-25
| 1,472,976
| 75,375
| 1,397,601
| 1
| 64.3
| 23.7
| 3.6
| 8.4
|
VOO:33.3%;TSLA:33.3%;XLF:33.3%
|
US:65.6;EU:11.2;APAC:6.4;EM:12.5;Other:4.4
|
Value:-0.7;Growth:+0.2;Quality:-0.4;Size:+0.1;Momentum:0.0;LowVol:+0.9
|
MaxPos7%
| 5
| 30
| 5.3
|
trailing 8%
| 216
| 23.1
|
Bear
| 23.7
| 4.17
| 2.3
| 139
| -50
| 23
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 11
| -33
|
BrokerA
|
MKT
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 95
| -35
| 94
| 2
| false
|
Increase defensive factor exposure
|
P4994
|
Cautious
|
IRA
|
USD
|
2025-05-29
| 198,781
| 26,995
| 171,786
| 1
| 46.6
| 42.1
| 0.4
| 10.9
|
VTI:21.1%;VNQ:12.9%;MSFT:20.4%;IEF:11.3%;AMZN:13.2%;BND:21.1%
|
US:66.6;EU:6.7;APAC:12.2;EM:9.7;Other:4.8
|
Value:+0.3;Growth:-0.2;Quality:+0.4;Size:-0.2;Momentum:-0.3;LowVol:-0.5
|
ESGOnly;MaxPos6%;NoMargin
| 8
| 30
| 4.6
|
trailing 10%
| 136
| 12.1
|
Volatile
| 27.1
| 5.14
| 2.7
| 138
| 29
| 51
| 64
| false
|
Sell
|
Trim extended winner -1%
| 28
| -7
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 93
| -53
| 230
| 5
| false
|
Increase defensive factor exposure
|
P4995
|
Cautious
|
Taxable
|
USD
|
2025-06-16
| 705,015
| 73,165
| 631,850
| 1
| 46.9
| 31.6
| 11.2
| 10.3
|
GLD:33.3%;TLT:33.3%;XLF:33.3%
|
US:62.9;EU:18.2;APAC:13.4;EM:2.9;Other:2.5
|
Value:+0.2;Growth:-0.5;Quality:-1.0;Size:0.0;Momentum:-0.4;LowVol:-0.2
|
MaxPos7%;NoMargin
| 5
| 35
| 4.5
|
trailing 8%
| 134
| 17.8
|
Volatile
| 31.6
| 4.62
| 3.9
| 161
| -26
| 34
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| 0
|
BrokerB
|
MKT
| 100
| null | null |
Normal monitoring
| -38
| -41
| -30
| 4
| false
|
Tax-aware sells next window
|
P4996
|
Active
|
Roth
|
USD
|
2025-07-13
| 516,119
| 38,823
| 477,296
| 1
| 58.2
| 31.9
| 4
| 5.9
|
AMZN:25.3%;TLT:24.0%;IEF:25.3%;VTI:25.3%
|
US:58.0;EU:16.5;APAC:13.7;EM:9.5;Other:2.4
|
Value:+1.0;Growth:-0.2;Quality:+0.3;Size:+0.1;Momentum:-0.5;LowVol:-0.6
|
MaxPos5%
| 7
| 30
| 5.6
|
trailing 9%
| 160
| 27.5
|
Volatile
| 27.3
| 4.53
| 2.8
| 155
| -18
| 27
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -2
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 67
| -20
| 70
| 3
| false
|
Monitor dispersion and breadth
|
P4997
|
Cautious
|
IRA
|
USD
|
2025-09-26
| 432,383
| 46,366
| 386,017
| 1
| 36.7
| 36.2
| 13.2
| 13.9
|
BND:33.3%;AMZN:33.3%;MUB:33.3%
|
US:69.0;EU:10.5;APAC:8.4;EM:7.8;Other:4.3
|
Value:+0.9;Growth:+0.6;Quality:0.0;Size:+0.6;Momentum:+0.3;LowVol:-0.6
|
NoMargin
| 5
| 30
| 4.7
|
trailing 8%
| 103
| 15.7
|
Bear
| 26.2
| 3.52
| 1.6
| 204
| -16
| 56
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -36
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 71
| -23
| 76
| 3
| false
|
Increase defensive factor exposure
|
P4998
|
Systematic
|
Trust
|
USD
|
2024-12-01
| 1,570,858
| 126,024
| 1,444,834
| 1
| 65
| 25
| 4.2
| 5.8
|
MUB:23.8%;VOO:16.6%;VNQ:23.1%;HYG:23.8%;IEF:12.7%
|
US:75.1;EU:6.7;APAC:7.1;EM:9.1;Other:2.0
|
Value:+0.7;Growth:-0.1;Quality:+1.0;Size:+0.9;Momentum:+0.8;LowVol:-0.3
|
MaxPos8%
| 8
| 35
| 4.3
|
trailing 9%
| 156
| 22.2
|
Bull
| 11.8
| 3.64
| 2.1
| 106
| 87
| 79
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| 12
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| 37
| -44
| 80
| 4
| false
|
Tax-aware sells next window
|
P4999
|
Hands-off
|
Trust
|
USD
|
2024-07-28
| 231,639
| 10,633
| 221,006
| 1
| 60.9
| 26.6
| 5.3
| 7.2
|
VTI:33.3%;TLT:33.3%;QQQ:33.3%
|
US:70.0;EU:12.3;APAC:6.5;EM:7.1;Other:4.1
|
Value:+0.4;Growth:+0.4;Quality:-0.6;Size:+0.9;Momentum:+0.9;LowVol:+0.6
| null | 6
| 30
| 4.4
|
hard 10%
| 97
| 15.9
|
Sideways
| 21.3
| 4.94
| 2.5
| 92
| 13
| 60
| 62
| false
|
Buy
|
Add to core equity +1%
| -7
| -16
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -33
| -59
| 29
| 4
| false
|
Within IPS guidelines
|
P5000
|
Opportunistic
|
Roth
|
USD
|
2025-12-24
| 839,441
| 63,680
| 775,761
| 1.14
| 76
| 12.7
| 2.3
| 8.9
|
MSFT:33.7%;BRK.B:33.7%;QQQ:32.5%
|
US:68.5;EU:13.5;APAC:6.8;EM:10.7;Other:0.5
|
Value:+0.1;Growth:+0.9;Quality:+0.1;Size:-0.4;Momentum:-0.7;LowVol:-0.3
|
MaxPos5%
| 6
| 25
| 5.6
|
hard 12%
| 198
| 28.4
|
Volatile
| 30.5
| 4.11
| 4.3
| 129
| 5
| 48
| 87
| true
|
Rebalance
|
Rebalance back to target bands
| 14
| -6
|
BrokerB
|
LMT
| 95
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -20
| -41
| 102
| 3
| false
|
Monitor dispersion and breadth
|
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