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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5401
|
Hands-off
|
Trust
|
USD
|
2025-04-09
| 440,796
| 35,400
| 405,396
| 1
| 57.7
| 25.2
| 11.3
| 5.8
|
AMZN:20.1%;VOO:14.7%;MUB:16.8%;TLT:18.2%;QQQ:16.5%;GLD:13.6%
|
US:62.4;EU:16.4;APAC:8.1;EM:9.2;Other:3.9
|
Value:-0.4;Growth:+0.1;Quality:+0.6;Size:+0.3;Momentum:-0.4;LowVol:-0.1
|
ESGOnly;NoDerivatives
| 10
| 35
| 3.2
|
trailing 8%
| 141
| 17.6
|
Volatile
| 22.9
| 3.94
| 3.9
| 121
| 64
| 88
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| 8
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 69
| -49
| 38
| 5
| false
|
Monitor dispersion and breadth
|
P5402
|
Cautious
|
IRA
|
USD
|
2025-07-14
| 584,341
| 67,390
| 516,951
| 1
| 35.4
| 36.4
| 18.2
| 10
|
VNQ:19.5%;GLD:20.5%;HYG:17.5%;TLT:15.1%;VTI:6.9%;BRK.B:20.5%
|
US:61.6;EU:14.5;APAC:12.6;EM:9.9;Other:1.4
|
Value:-0.4;Growth:-0.9;Quality:-0.2;Size:+1.0;Momentum:+0.1;LowVol:-0.4
|
ESGOnly;MaxPos7%;NoMargin
| 5
| 25
| 4.1
|
trailing 8%
| 160
| 16.4
|
Volatile
| 26.4
| 3.52
| 2.7
| 120
| -57
| 7
| 60
| true
|
Hedge
|
Buy index puts 1% notional
| 11
| -15
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 114
| -30
| 119
| 2
| false
|
Within IPS guidelines
|
P5403
|
Hands-off
|
Trust
|
USD
|
2025-05-26
| 657,755
| 45,516
| 612,239
| 1
| 60.3
| 26.1
| 4.1
| 9.4
|
MSFT:33.3%;BND:33.3%;BRK.B:33.3%
|
US:71.1;EU:6.2;APAC:15.0;EM:6.0;Other:1.7
|
Value:+0.8;Growth:+0.6;Quality:+0.2;Size:+0.1;Momentum:+0.2;LowVol:-0.8
|
ESGOnly;NoDerivatives
| 5
| 25
| 4.3
|
trailing 10%
| 130
| 18.7
|
Bull
| 12.5
| 4.13
| 2.6
| 73
| 75
| 81
| 31
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -13
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 46
| -20
| 18
| 4
| false
|
Tax-aware sells next window
|
P5404
|
Hands-off
|
Trust
|
USD
|
2025-03-16
| 795,118
| 59,157
| 735,961
| 1
| 70.5
| 16.7
| 6.4
| 6.3
|
VOO:17.9%;AAPL:12.1%;GLD:24.9%;BND:24.9%;MUB:20.3%
|
US:65.2;EU:16.5;APAC:8.5;EM:7.4;Other:2.4
|
Value:+0.9;Growth:-0.8;Quality:+0.1;Size:-0.0;Momentum:-0.8;LowVol:-0.6
|
NoDerivatives
| 10
| 25
| 3.2
|
trailing 8%
| 125
| 19.4
|
Bull
| 11.8
| 4.52
| 2.3
| 96
| 100
| 100
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -29
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 20
| -32
| 76
| 4
| false
|
Within IPS guidelines
|
P5405
|
Active
|
IRA
|
USD
|
2025-09-12
| 1,994,864
| 228,809
| 1,766,055
| 1
| 58.6
| 25.3
| 9.5
| 6.6
|
MSFT:10.1%;HYG:21.3%;VTI:15.5%;VNQ:13.0%;MUB:18.8%;XLF:21.3%
|
US:66.5;EU:14.4;APAC:9.1;EM:7.2;Other:2.8
|
Value:+0.8;Growth:-0.4;Quality:+0.8;Size:+1.0;Momentum:-0.6;LowVol:-0.5
|
NoDerivatives
| 8
| 30
| 4.6
|
trailing 8%
| 194
| 24.2
|
Bull
| 11
| 3.69
| 2.9
| 86
| 108
| 100
| 38
| false
|
Buy
|
Add to core equity +1%
| 17
| 12
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| -59
| -56
| -93
| 5
| false
|
Increase defensive factor exposure
|
P5406
|
Cautious
|
Taxable
|
USD
|
2025-07-27
| 194,108
| 29,940
| 164,168
| 1
| 40.4
| 34.1
| 13.1
| 12.4
|
MUB:24.6%;VTI:24.6%;VOO:18.5%;QQQ:23.1%;BND:9.2%
|
US:70.7;EU:8.4;APAC:9.0;EM:8.1;Other:3.9
|
Value:+0.2;Growth:-0.1;Quality:+0.7;Size:-0.6;Momentum:-0.3;LowVol:+0.6
|
NoMargin
| 10
| 35
| 3
|
hard 10%
| 126
| 19
|
Volatile
| 31.3
| 5.4
| 4.1
| 164
| 54
| 79
| 72
| true
|
Rebalance
|
Rebalance back to target bands
| 4
| 15
|
BrokerA
|
VWAP
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 49
| -6
| 36
| 4
| true
|
Tax-aware sells next window
|
P5407
|
Systematic
|
401k
|
USD
|
2025-05-13
| 837,192
| 79,508
| 757,684
| 1
| 62.1
| 28.9
| 3.3
| 5.6
|
TSLA:14.7%;QQQ:13.9%;HYG:10.5%;BRK.B:23.7%;GLD:13.9%;TLT:23.2%
|
US:53.7;EU:19.5;APAC:11.3;EM:10.7;Other:4.8
|
Value:0.0;Growth:+0.8;Quality:+0.2;Size:+0.7;Momentum:+0.1;LowVol:-0.7
| null | 6
| 30
| 4.1
|
trailing 9%
| 144
| 22.1
|
Bull
| 16.8
| 3.76
| 3.3
| 81
| 34
| 68
| 59
| false
|
NoAction
|
Within bands; monitor
| 31
| -10
|
BrokerB
|
VWAP
| 91
| null | null |
Normal monitoring
| 7
| -58
| 9
| 5
| false
|
Increase defensive factor exposure
|
P5408
|
Cautious
|
Trust
|
USD
|
2025-12-18
| 563,546
| 76,181
| 487,365
| 1
| 40
| 36.8
| 12.5
| 10.7
|
QQQ:22.1%;VOO:22.1%;HYG:22.1%;IEF:16.4%;MUB:10.1%;AAPL:7.2%
|
US:64.2;EU:17.1;APAC:7.6;EM:7.0;Other:4.2
|
Value:+0.5;Growth:+0.5;Quality:-0.8;Size:+0.8;Momentum:-0.9;LowVol:-0.7
|
ESGOnly;NoMargin
| 5
| 25
| 4.8
|
trailing 8%
| 113
| 14.2
|
Bull
| 16
| 3.61
| 2.7
| 112
| 101
| 100
| 44
| false
|
Sell
|
Trim extended winner -1%
| 35
| 11
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 9
| 14
| 19
| 5
| false
|
Increase defensive factor exposure
|
P5409
|
Opportunistic
|
Trust
|
USD
|
2025-08-19
| 360,852
| 19,174
| 341,678
| 1.15
| 68.3
| 12.4
| 12.4
| 6.9
|
VNQ:24.0%;XLF:14.0%;HYG:24.0%;BRK.B:14.9%;MSFT:23.1%
|
US:66.7;EU:7.9;APAC:12.7;EM:10.8;Other:2.0
|
Value:-0.6;Growth:+0.1;Quality:-1.0;Size:-0.2;Momentum:-0.0;LowVol:-0.4
|
MaxPos6%
| 6
| 30
| 6.5
|
hard 12%
| 167
| 24.1
|
Bull
| 16.7
| 3.51
| 3.1
| 93
| 104
| 100
| 62
| false
|
Buy
|
Add to core equity +1%
| 3
| -4
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| -28
| -45
| 42
| 5
| false
|
Tighten stops on momentum names
|
P5410
|
Cautious
|
Trust
|
USD
|
2025-11-03
| 214,106
| 21,229
| 192,877
| 1
| 42.3
| 43.8
| 2.9
| 10.9
|
MUB:16.4%;AMZN:14.9%;BND:24.4%;TSLA:24.4%;VNQ:19.8%
|
US:61.6;EU:14.8;APAC:7.2;EM:11.6;Other:4.8
|
Value:+0.9;Growth:+0.3;Quality:-0.9;Size:-0.3;Momentum:+0.1;LowVol:-0.3
|
NoMargin
| 5
| 25
| 4.6
|
hard 10%
| 109
| 18.5
|
Sideways
| 21.5
| 4.25
| 2.4
| 120
| 32
| 65
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| 15
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 53
| -17
| 127
| 5
| false
|
Within IPS guidelines
|
P5411
|
Active
|
401k
|
USD
|
2024-10-21
| 2,093,788
| 202,265
| 1,891,523
| 1
| 54
| 31.5
| 7.3
| 7.2
|
AMZN:33.3%;BRK.B:33.3%;MSFT:33.3%
|
US:62.7;EU:14.5;APAC:9.7;EM:8.7;Other:4.4
|
Value:-0.2;Growth:-0.1;Quality:+0.8;Size:-0.8;Momentum:-0.9;LowVol:-0.0
|
NoDerivatives
| 8
| 25
| 4.3
|
trailing 9%
| 162
| 27.3
|
Sideways
| 18.9
| 5
| 2.7
| 104
| 11
| 62
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| -18
|
BrokerA
|
VWAP
| 95
| null | null |
Normal monitoring
| 68
| -24
| 172
| 4
| false
|
Tighten stops on momentum names
|
P5412
|
Opportunistic
|
401k
|
USD
|
2025-10-17
| 1,562,529
| 57,645
| 1,504,884
| 1
| 62.1
| 12.7
| 18.5
| 6.7
|
VNQ:12.1%;MSFT:22.6%;QQQ:22.7%;AMZN:22.7%;MUB:19.8%
|
US:67.0;EU:13.3;APAC:12.1;EM:7.4;Other:0.2
|
Value:-0.1;Growth:+0.8;Quality:+0.4;Size:-0.9;Momentum:-0.6;LowVol:+0.7
|
MaxPos8%
| 5
| 35
| 6.2
|
hard 12%
| 223
| 26.3
|
Volatile
| 25
| 4.42
| 4.3
| 118
| 69
| 82
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| 5
|
BrokerD
|
VWAP
| 100
| null | null |
Normal monitoring
| 83
| -37
| 83
| 4
| false
|
Increase defensive factor exposure
|
P5413
|
Hands-off
|
401k
|
USD
|
2024-10-15
| 307,932
| 27,940
| 279,992
| 1
| 65.2
| 26.7
| 0
| 8
|
QQQ:19.3%;XLF:22.7%;HYG:22.7%;AMZN:12.5%;MSFT:22.7%
|
US:64.2;EU:11.4;APAC:15.1;EM:7.7;Other:1.7
|
Value:-0.2;Growth:+0.6;Quality:-0.2;Size:-1.0;Momentum:-0.3;LowVol:-0.6
| null | 8
| 35
| 3.9
|
hard 10%
| 100
| 19.7
|
Volatile
| 26.5
| 3.77
| 3.7
| 144
| 55
| 78
| 68
| false
|
Sell
|
Trim extended winner -1%
| -7
| -1
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| 65
| 7
| 42
| 5
| false
|
Increase defensive factor exposure
|
P5414
|
Opportunistic
|
IRA
|
USD
|
2024-09-22
| 926,604
| 65,334
| 861,270
| 1
| 73.4
| 18.7
| 1.1
| 6.8
|
TLT:8.6%;AMZN:16.8%;BRK.B:21.3%;MSFT:20.9%;IEF:11.2%;GLD:21.3%
|
US:63.6;EU:15.5;APAC:6.3;EM:12.8;Other:1.9
|
Value:-0.9;Growth:-0.7;Quality:-0.8;Size:-0.1;Momentum:+0.1;LowVol:+0.8
| null | 8
| 30
| 6
|
trailing 9%
| 277
| 25.1
|
Volatile
| 24.6
| 3.6
| 4.3
| 153
| 21
| 65
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -14
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 104
| -18
| 240
| 4
| false
|
Tax-aware sells next window
|
P5415
|
Systematic
|
Trust
|
USD
|
2025-11-22
| 691,872
| 60,503
| 631,369
| 1
| 61.5
| 29.8
| 0
| 8.7
|
XLF:20.1%;GLD:9.6%;TLT:18.3%;BRK.B:18.6%;VTI:17.8%;AAPL:15.7%
|
US:64.9;EU:11.1;APAC:13.0;EM:7.0;Other:4.0
|
Value:+0.7;Growth:-0.3;Quality:-0.1;Size:-0.1;Momentum:+0.8;LowVol:-0.8
|
MaxPos8%;NoDerivatives
| 7
| 25
| 6
|
trailing 9%
| 160
| 20.7
|
Volatile
| 30.5
| 4.99
| 2.8
| 179
| 14
| 42
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| -23
|
BrokerC
|
LMT
| 91
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -15
| 20
| -31
| 4
| false
|
Tax-aware sells next window
|
P5416
|
Systematic
|
401k
|
USD
|
2025-03-29
| 653,614
| 31,171
| 622,443
| 1
| 61.6
| 21.9
| 9.9
| 6.6
|
GLD:23.8%;VTI:23.8%;AMZN:13.9%;VNQ:14.8%;TLT:23.8%
|
US:61.1;EU:17.2;APAC:16.1;EM:5.5;Other:0.0
|
Value:-0.5;Growth:-0.1;Quality:+0.8;Size:+0.3;Momentum:+0.8;LowVol:+0.5
| null | 6
| 25
| 4.4
|
hard 12%
| 154
| 17.7
|
Sideways
| 16.6
| 3.8
| 3.3
| 133
| 18
| 66
| 43
| false
|
Buy
|
Add to core equity +1%
| -2
| -15
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| -53
| -36
| 53
| 4
| false
|
Increase defensive factor exposure
|
P5417
|
Active
|
Roth
|
USD
|
2025-12-06
| 716,934
| 43,946
| 672,988
| 1
| 62.2
| 21.3
| 8.7
| 7.7
|
BRK.B:33.3%;BND:33.3%;MUB:33.3%
|
US:68.5;EU:11.5;APAC:10.7;EM:6.5;Other:2.9
|
Value:-0.9;Growth:-1.0;Quality:-0.4;Size:-0.2;Momentum:-1.0;LowVol:+0.7
|
NoDerivatives
| 6
| 30
| 5.6
|
trailing 8%
| 146
| 24.9
|
Bear
| 25.5
| 3.23
| 1.1
| 206
| -56
| 13
| 59
| false
|
Sell
|
Trim extended winner -1%
| 29
| -39
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 89
| -13
| 210
| 5
| false
|
Within IPS guidelines
|
P5418
|
Active
|
Roth
|
USD
|
2024-10-17
| 1,467,451
| 156,566
| 1,310,885
| 1
| 53.4
| 21.5
| 17.6
| 7.5
|
VOO:27.9%;TSLA:21.4%;MUB:22.8%;BRK.B:27.9%
|
US:68.4;EU:10.3;APAC:13.8;EM:5.8;Other:1.8
|
Value:+0.7;Growth:-0.5;Quality:+0.3;Size:-0.8;Momentum:-0.2;LowVol:-0.6
| null | 6
| 35
| 4.6
|
trailing 9%
| 178
| 21.5
|
Volatile
| 24.9
| 4.81
| 3.8
| 170
| 36
| 69
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -1
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| -37
| 18
| -1
| 3
| false
|
Monitor dispersion and breadth
|
P5419
|
Systematic
|
Trust
|
USD
|
2025-08-09
| 1,743,523
| 139,573
| 1,603,950
| 1
| 62.7
| 29.5
| 0
| 7.8
|
XLF:25.8%;VTI:37.1%;BRK.B:37.1%
|
US:73.1;EU:5.3;APAC:11.7;EM:7.3;Other:2.5
|
Value:-0.8;Growth:-0.2;Quality:-0.3;Size:+0.1;Momentum:+0.7;LowVol:+0.1
|
MaxPos7%
| 7
| 30
| 4.7
|
hard 12%
| 171
| 22.3
|
Bull
| 13.5
| 3.98
| 2.2
| 75
| 26
| 69
| 42
| false
|
Sell
|
Trim extended winner -1%
| 27
| 5
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| -51
| -7
| 10
| 5
| false
|
Within IPS guidelines
|
P5420
|
Cautious
|
401k
|
USD
|
2025-04-23
| 179,113
| 15,207
| 163,906
| 1
| 38.1
| 40.7
| 10.5
| 10.7
|
VTI:26.7%;TLT:26.7%;VNQ:19.8%;QQQ:26.7%
|
US:76.1;EU:8.0;APAC:10.5;EM:4.7;Other:0.7
|
Value:+0.6;Growth:+0.5;Quality:-1.0;Size:+0.2;Momentum:-0.9;LowVol:-0.8
|
ESGOnly;MaxPos8%;NoMargin
| 6
| 25
| 6
|
hard 10%
| 106
| 12.2
|
Bear
| 31.4
| 3.63
| 1.4
| 150
| -3
| 44
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| -29
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 3
| -44
| -34
| 5
| false
|
Tighten stops on momentum names
|
P5421
|
Systematic
|
401k
|
USD
|
2024-08-15
| 871,752
| 42,332
| 829,420
| 1
| 56.7
| 23.6
| 11.2
| 8.5
|
GLD:9.6%;QQQ:22.3%;VOO:19.2%;BRK.B:22.3%;TLT:15.9%;IEF:10.7%
|
US:73.3;EU:8.1;APAC:12.0;EM:4.4;Other:2.3
|
Value:-0.3;Growth:+0.9;Quality:-0.4;Size:-0.9;Momentum:-0.6;LowVol:+0.5
| null | 7
| 25
| 4.9
|
trailing 9%
| 149
| 16.6
|
Bear
| 25.6
| 3.06
| 2.6
| 196
| 12
| 68
| 55
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| 0
|
BrokerD
|
LMT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 36
| -48
| 73
| 4
| true
|
Monitor dispersion and breadth
|
P5422
|
Active
|
Taxable
|
USD
|
2025-10-26
| 1,999,331
| 234,529
| 1,764,802
| 1
| 65.5
| 26.9
| 0
| 7.6
|
BRK.B:33.9%;VNQ:32.3%;BND:33.9%
|
US:61.3;EU:17.5;APAC:13.8;EM:6.6;Other:0.9
|
Value:-0.1;Growth:+0.9;Quality:-0.6;Size:+0.5;Momentum:+0.7;LowVol:+0.2
|
MaxPos6%
| 7
| 25
| 5.7
|
trailing 9%
| 163
| 20.9
|
Volatile
| 20.8
| 4.31
| 3
| 170
| 56
| 69
| 69
| false
|
Sell
|
Trim extended winner -1%
| 22
| 13
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 79
| -38
| 57
| 3
| false
|
Tax-aware sells next window
|
P5423
|
Hands-off
|
IRA
|
USD
|
2024-08-02
| 235,868
| 11,828
| 224,040
| 1
| 68.6
| 25.8
| 0
| 5.7
|
TLT:21.2%;BND:16.1%;MUB:12.4%;VNQ:17.3%;TSLA:21.3%;BRK.B:11.8%
|
US:71.4;EU:8.9;APAC:7.8;EM:10.3;Other:1.5
|
Value:-0.3;Growth:+0.1;Quality:+0.4;Size:+0.4;Momentum:+0.1;LowVol:-0.2
|
ESGOnly;MaxPos7%
| 5
| 35
| 4.6
|
trailing 10%
| 153
| 12.7
|
Bear
| 27.5
| 3.89
| 1
| 208
| -45
| 25
| 82
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 0
| 10
|
BrokerA
|
VWAP
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 117
| -23
| 177
| 4
| false
|
Within IPS guidelines
|
P5424
|
Opportunistic
|
Taxable
|
USD
|
2025-04-30
| 1,510,999
| 47,841
| 1,463,158
| 1
| 61.9
| 12.9
| 17.7
| 7.5
|
TSLA:17.7%;BND:27.4%;GLD:27.4%;TLT:27.4%
|
US:58.7;EU:12.0;APAC:14.3;EM:12.5;Other:2.4
|
Value:+0.6;Growth:+0.4;Quality:+0.3;Size:-0.0;Momentum:-0.1;LowVol:+0.5
|
MaxPos8%;NoDerivatives
| 8
| 30
| 5.9
|
hard 12%
| 201
| 22.3
|
Bull
| 14.9
| 3.85
| 2.5
| 118
| 36
| 76
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -11
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| 74
| 11
| 98
| 4
| false
|
Within IPS guidelines
|
P5425
|
Opportunistic
|
Trust
|
USD
|
2025-09-03
| 612,783
| 40,952
| 571,831
| 1.16
| 70.4
| 17
| 7.9
| 4.7
|
AAPL:33.3%;XLF:33.3%;HYG:33.3%
|
US:68.8;EU:11.2;APAC:12.5;EM:5.0;Other:2.5
|
Value:+0.5;Growth:+0.7;Quality:-0.6;Size:-0.3;Momentum:+1.0;LowVol:+0.2
| null | 7
| 25
| 5.6
|
hard 12%
| 279
| 23.2
|
Sideways
| 19.7
| 4.65
| 3
| 101
| 33
| 55
| 65
| false
|
Buy
|
Add to core equity +1%
| -1
| -25
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| -3
| -7
| -16
| 4
| false
|
Tax-aware sells next window
|
P5426
|
Systematic
|
401k
|
USD
|
2025-09-05
| 760,954
| 67,193
| 693,761
| 1
| 62.8
| 21
| 7.6
| 8.7
|
XLF:26.1%;TSLA:21.6%;BRK.B:26.1%;IEF:26.1%
|
US:62.6;EU:14.3;APAC:8.1;EM:10.9;Other:4.1
|
Value:+0.1;Growth:+0.5;Quality:0.0;Size:-0.5;Momentum:+0.6;LowVol:+1.0
| null | 6
| 35
| 4.4
|
trailing 8%
| 226
| 17.2
|
Volatile
| 27.5
| 4.9
| 2.6
| 127
| 15
| 52
| 67
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 20
| -14
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 4
| 6
| 144
| 4
| false
|
Within IPS guidelines
|
P5427
|
Cautious
|
401k
|
USD
|
2025-11-30
| 331,218
| 38,156
| 293,062
| 1
| 45.1
| 36.7
| 2.6
| 15.6
|
MSFT:21.8%;HYG:18.8%;AMZN:21.8%;BRK.B:21.8%;VNQ:15.8%
|
US:68.7;EU:13.7;APAC:11.9;EM:4.4;Other:1.3
|
Value:-0.2;Growth:+0.2;Quality:-0.6;Size:-0.1;Momentum:+0.5;LowVol:+0.4
|
ESGOnly;MaxPos7%;NoMargin
| 8
| 30
| 4.3
|
trailing 8%
| 160
| 17.5
|
Bear
| 22
| 3.17
| 1.7
| 214
| -15
| 49
| 59
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 3
| -1
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 111
| -24
| 221
| 5
| false
|
Within IPS guidelines
|
P5428
|
Active
|
401k
|
USD
|
2025-06-30
| 1,365,788
| 113,810
| 1,251,978
| 1
| 58.2
| 20.1
| 15
| 6.6
|
VNQ:17.5%;MUB:10.1%;HYG:17.1%;BRK.B:14.7%;VTI:20.3%;AAPL:20.3%
|
US:72.7;EU:8.0;APAC:13.7;EM:3.4;Other:2.4
|
Value:-0.9;Growth:-0.9;Quality:+0.6;Size:-0.2;Momentum:-0.8;LowVol:-0.5
| null | 8
| 35
| 4.3
|
trailing 9%
| 128
| 21.3
|
Bear
| 31.4
| 3.28
| 1.5
| 137
| -20
| 34
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 18
| -19
|
BrokerD
|
LMT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 73
| 4
| 195
| 5
| false
|
Tax-aware sells next window
|
P5429
|
Opportunistic
|
Taxable
|
USD
|
2024-07-04
| 465,537
| 25,571
| 439,966
| 1
| 60.6
| 19.2
| 15.6
| 4.5
|
GLD:33.3%;VNQ:33.3%;VTI:33.3%
|
US:73.7;EU:10.5;APAC:8.1;EM:4.7;Other:3.1
|
Value:-0.2;Growth:-0.1;Quality:+0.3;Size:+0.6;Momentum:-0.8;LowVol:-0.6
| null | 8
| 25
| 6.8
|
hard 12%
| 192
| 26.4
|
Bull
| 17.3
| 4.95
| 2.8
| 78
| 22
| 68
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -40
|
BrokerC
|
VWAP
| 88
| null | null |
Normal monitoring
| -30
| -23
| -6
| 3
| false
|
Increase defensive factor exposure
|
P5430
|
Active
|
IRA
|
USD
|
2025-11-12
| 1,826,345
| 195,307
| 1,631,038
| 1
| 59.3
| 20.9
| 12.9
| 6.9
|
MSFT:27.6%;HYG:27.6%;GLD:17.3%;VNQ:27.6%
|
US:62.1;EU:16.6;APAC:14.9;EM:5.1;Other:1.3
|
Value:+0.1;Growth:+0.7;Quality:+0.5;Size:-0.1;Momentum:+0.7;LowVol:-0.3
|
MaxPos8%
| 8
| 25
| 5.7
|
trailing 8%
| 186
| 21.5
|
Volatile
| 24.2
| 4.06
| 2.4
| 172
| -10
| 40
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| -8
| 4
|
BrokerA
|
MKT
| 98
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 4
| -3
| 116
| 5
| true
|
Tighten stops on momentum names
|
P5431
|
Cautious
|
IRA
|
USD
|
2025-04-16
| 566,092
| 65,681
| 500,411
| 1
| 35.6
| 33.3
| 15.2
| 15.9
|
XLF:10.4%;TSLA:11.0%;BRK.B:26.2%;GLD:26.2%;IEF:26.2%
|
US:62.0;EU:17.6;APAC:6.8;EM:8.9;Other:4.7
|
Value:+0.4;Growth:+0.1;Quality:+0.8;Size:-0.2;Momentum:+0.5;LowVol:-0.1
|
MaxPos5%;NoMargin
| 10
| 30
| 4.3
|
trailing 10%
| 90
| 15.4
|
Bull
| 16.3
| 4.53
| 2.1
| 113
| 53
| 61
| 30
| false
|
Buy
|
Add to core equity +1%
| -2
| -33
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| 8
| -44
| 40
| 4
| false
|
Monitor dispersion and breadth
|
P5432
|
Opportunistic
|
Trust
|
USD
|
2024-11-07
| 998,287
| 36,241
| 962,046
| 1.19
| 65.5
| 10
| 16.4
| 8.1
|
MUB:28.7%;AMZN:28.7%;VOO:28.7%;TLT:14.0%
|
US:59.3;EU:15.4;APAC:15.8;EM:4.0;Other:5.4
|
Value:+0.1;Growth:+0.6;Quality:-0.2;Size:-0.5;Momentum:+0.7;LowVol:-0.7
|
MaxPos7%
| 8
| 25
| 6.4
|
hard 12%
| 249
| 20.7
|
Bull
| 14
| 4.18
| 3.2
| 113
| 6
| 52
| 43
| false
|
Buy
|
Add to core equity +1%
| 22
| -15
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -28
| -53
| -5
| 4
| false
|
Increase defensive factor exposure
|
P5433
|
Hands-off
|
401k
|
USD
|
2025-10-15
| 732,388
| 54,284
| 678,104
| 1
| 63.8
| 25.8
| 3.9
| 6.5
|
MSFT:12.8%;HYG:16.3%;MUB:23.7%;GLD:23.4%;IEF:23.7%
|
US:66.5;EU:6.4;APAC:7.5;EM:14.0;Other:5.6
|
Value:+0.8;Growth:-0.4;Quality:-0.4;Size:+0.9;Momentum:-0.5;LowVol:+0.6
|
NoDerivatives
| 7
| 25
| 4
|
trailing 8%
| 159
| 16.5
|
Volatile
| 30.8
| 5.26
| 4.1
| 171
| 68
| 81
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| -39
|
BrokerB
|
MKT
| 98
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 59
| 0
| 130
| 4
| false
|
Tax-aware sells next window
|
P5434
|
Active
|
401k
|
USD
|
2024-09-23
| 2,089,141
| 140,106
| 1,949,035
| 1.11
| 59.9
| 27.3
| 3.7
| 9.1
|
TSLA:23.5%;GLD:11.1%;HYG:18.4%;BRK.B:23.5%;XLF:23.5%
|
US:66.2;EU:7.3;APAC:12.7;EM:12.4;Other:1.4
|
Value:+1.0;Growth:+0.2;Quality:-0.2;Size:+0.1;Momentum:+0.9;LowVol:+0.4
|
MaxPos7%;NoDerivatives
| 5
| 25
| 4.6
|
trailing 9%
| 129
| 23.1
|
Bull
| 16.8
| 4.75
| 2.6
| 99
| 97
| 100
| 53
| false
|
Sell
|
Trim extended winner -1%
| 30
| -11
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| 96
| -7
| 213
| 3
| false
|
Tighten stops on momentum names
|
P5435
|
Cautious
|
IRA
|
USD
|
2025-05-06
| 377,526
| 40,314
| 337,212
| 1
| 38.1
| 40.4
| 7.6
| 13.8
|
QQQ:26.4%;VNQ:27.0%;HYG:19.7%;VOO:27.0%
|
US:61.8;EU:10.3;APAC:14.4;EM:8.4;Other:5.0
|
Value:+0.6;Growth:-0.2;Quality:-0.2;Size:-0.3;Momentum:+0.3;LowVol:-0.3
|
ESGOnly;NoMargin
| 10
| 25
| 4.9
|
hard 10%
| 141
| 16.4
|
Bull
| 17.7
| 3.74
| 2.4
| 89
| 36
| 83
| 45
| false
|
Sell
|
Trim extended winner -1%
| 19
| 4
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| 80
| 8
| 203
| 5
| false
|
Monitor dispersion and breadth
|
P5436
|
Hands-off
|
Trust
|
USD
|
2024-08-09
| 281,506
| 13,319
| 268,187
| 1
| 59.6
| 20.9
| 11.1
| 8.4
|
GLD:26.5%;BRK.B:20.4%;MSFT:26.5%;TSLA:26.5%
|
US:68.3;EU:9.5;APAC:8.9;EM:8.3;Other:5.0
|
Value:0.0;Growth:-0.9;Quality:+0.6;Size:-0.7;Momentum:+0.6;LowVol:-0.4
|
MaxPos5%
| 7
| 30
| 5.4
|
hard 10%
| 102
| 14.5
|
Volatile
| 24.9
| 5.14
| 2.7
| 136
| -51
| 25
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 0
| 12
|
BrokerC
|
VWAP
| 95
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 29
| -19
| 27
| 4
| false
|
Within IPS guidelines
|
P5437
|
Cautious
|
401k
|
USD
|
2025-03-05
| 805,137
| 91,768
| 713,369
| 1
| 37.7
| 44.5
| 4
| 13.9
|
QQQ:35.1%;MSFT:29.8%;BND:35.1%
|
US:60.7;EU:11.0;APAC:15.2;EM:9.7;Other:3.4
|
Value:-0.7;Growth:+0.9;Quality:-0.2;Size:+0.8;Momentum:-0.6;LowVol:+0.8
|
ESGOnly;NoMargin
| 8
| 35
| 3.9
|
trailing 8%
| 124
| 15.2
|
Bull
| 18
| 4.42
| 2.4
| 110
| 39
| 62
| 37
| false
|
Sell
|
Trim extended winner -1%
| 22
| -1
|
BrokerB
|
MKT
| 100
| null | null |
Normal monitoring
| 42
| -2
| 118
| 3
| false
|
Tighten stops on momentum names
|
P5438
|
Active
|
Roth
|
USD
|
2024-10-01
| 591,788
| 51,461
| 540,327
| 1
| 59.1
| 29.9
| 2.7
| 8.3
|
IEF:33.3%;AAPL:33.3%;MUB:33.3%
|
US:68.7;EU:9.2;APAC:5.8;EM:11.9;Other:4.3
|
Value:-0.6;Growth:-1.0;Quality:+0.8;Size:+1.0;Momentum:+0.6;LowVol:+0.5
| null | 5
| 35
| 5.8
|
trailing 9%
| 203
| 25.8
|
Bull
| 15.5
| 4.41
| 3.3
| 81
| 117
| 100
| 51
| false
|
Buy
|
Add to core equity +1%
| -2
| -34
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 65
| -19
| 46
| 3
| false
|
Tax-aware sells next window
|
P5439
|
Systematic
|
Trust
|
USD
|
2025-11-03
| 1,695,576
| 96,563
| 1,599,013
| 1
| 63.9
| 30.7
| 0
| 5.4
|
VNQ:21.6%;VOO:26.4%;AAPL:26.4%;AMZN:25.7%
|
US:64.0;EU:18.5;APAC:10.0;EM:4.4;Other:3.1
|
Value:+0.4;Growth:+0.6;Quality:+0.5;Size:+0.5;Momentum:+0.7;LowVol:+0.1
| null | 8
| 35
| 5.3
|
trailing 8%
| 128
| 20.5
|
Volatile
| 21.8
| 4.97
| 2.6
| 160
| 28
| 66
| 57
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -6
|
BrokerD
|
LMT
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 6
| -41
| 65
| 2
| false
|
Within IPS guidelines
|
P5440
|
Opportunistic
|
Taxable
|
USD
|
2025-07-25
| 316,707
| 21,897
| 294,810
| 1
| 60.4
| 15.4
| 18.6
| 5.5
|
HYG:16.2%;TLT:10.0%;MSFT:21.1%;AAPL:7.4%;AMZN:22.6%;QQQ:22.6%
|
US:73.7;EU:6.0;APAC:12.5;EM:5.3;Other:2.5
|
Value:+0.9;Growth:-0.1;Quality:+1.0;Size:-0.5;Momentum:-0.0;LowVol:+0.4
|
MaxPos5%
| 6
| 25
| 6.7
|
hard 12%
| 272
| 22.2
|
Volatile
| 25.9
| 5.47
| 2.3
| 136
| 63
| 81
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 22
| 15
|
BrokerC
|
LMT
| 94
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 115
| -14
| 214
| 3
| false
|
Monitor dispersion and breadth
|
P5441
|
Opportunistic
|
401k
|
USD
|
2025-05-21
| 758,869
| 68,067
| 690,802
| 1.23
| 66.7
| 17.5
| 7.8
| 7.9
|
QQQ:33.3%;IEF:33.3%;VTI:33.3%
|
US:61.4;EU:19.2;APAC:11.5;EM:6.4;Other:1.4
|
Value:+0.5;Growth:-0.9;Quality:-0.4;Size:+0.2;Momentum:+0.8;LowVol:-0.5
|
MaxPos7%;NoDerivatives
| 7
| 30
| 4.3
|
trailing 9%
| 166
| 28.2
|
Volatile
| 25.3
| 4.16
| 4
| 150
| 1
| 44
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 2
| -30
|
BrokerA
|
MKT
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -3
| -41
| 28
| 3
| false
|
Within IPS guidelines
|
P5442
|
Cautious
|
Taxable
|
USD
|
2024-12-05
| 182,336
| 28,541
| 153,795
| 1
| 40.2
| 41.4
| 6
| 12.3
|
AAPL:26.9%;QQQ:26.9%;GLD:19.3%;IEF:26.9%
|
US:59.5;EU:18.3;APAC:11.9;EM:7.3;Other:3.1
|
Value:-0.1;Growth:+0.2;Quality:+0.8;Size:-0.3;Momentum:-0.9;LowVol:-0.8
|
NoMargin
| 5
| 35
| 3.3
|
hard 10%
| 108
| 19.5
|
Volatile
| 22.2
| 3.79
| 3
| 115
| -44
| 38
| 44
| false
|
NoAction
|
Within bands; monitor
| -1
| -32
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 44
| -33
| 61
| 3
| false
|
Tax-aware sells next window
|
P5443
|
Active
|
Trust
|
USD
|
2024-11-28
| 710,804
| 54,908
| 655,896
| 1.2
| 64.5
| 26.1
| 4
| 5.3
|
GLD:22.2%;AAPL:9.9%;MSFT:23.1%;VTI:21.9%;BND:23.1%
|
US:58.6;EU:17.1;APAC:11.8;EM:10.2;Other:2.4
|
Value:-0.7;Growth:-0.1;Quality:-0.4;Size:+0.5;Momentum:+0.6;LowVol:-1.0
| null | 8
| 35
| 4.5
|
hard 12%
| 177
| 23.6
|
Bull
| 12.3
| 3.57
| 2.8
| 82
| 81
| 100
| 44
| false
|
Buy
|
Add to core equity +1%
| 24
| 5
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| 16
| -59
| 16
| 3
| false
|
Increase defensive factor exposure
|
P5444
|
Cautious
|
Trust
|
USD
|
2025-10-18
| 689,176
| 103,812
| 585,364
| 1
| 35.3
| 31
| 16.6
| 17.1
|
BND:22.7%;BRK.B:7.8%;GLD:22.7%;XLF:9.0%;MUB:22.7%;VOO:15.2%
|
US:66.5;EU:12.0;APAC:9.3;EM:11.8;Other:0.4
|
Value:+0.2;Growth:0.0;Quality:+0.1;Size:-0.6;Momentum:+0.5;LowVol:-0.7
|
MaxPos8%;NoMargin
| 7
| 35
| 6
|
trailing 8%
| 95
| 16.5
|
Bull
| 14.7
| 4.4
| 3.1
| 81
| 69
| 97
| 20
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| -8
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 32
| -34
| 127
| 3
| false
|
Within IPS guidelines
|
P5445
|
Systematic
|
Roth
|
USD
|
2025-06-02
| 1,236,648
| 89,594
| 1,147,054
| 1
| 61.9
| 31.4
| 0
| 6.7
|
QQQ:21.7%;AAPL:12.2%;TLT:11.2%;AMZN:12.9%;VNQ:20.4%;TSLA:21.7%
|
US:63.6;EU:11.7;APAC:11.3;EM:10.5;Other:2.9
|
Value:-0.1;Growth:+0.8;Quality:-0.3;Size:-0.4;Momentum:-0.5;LowVol:+0.3
| null | 10
| 25
| 5.9
|
trailing 8%
| 196
| 26.4
|
Sideways
| 19.2
| 4.99
| 2.3
| 127
| 27
| 73
| 62
| true
|
Hedge
|
Buy index puts 1% notional
| -5
| -26
|
BrokerC
|
VWAP
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 53
| 13
| 189
| 4
| false
|
Within IPS guidelines
|
P5446
|
Hands-off
|
401k
|
USD
|
2025-05-18
| 201,110
| 18,212
| 182,898
| 1
| 69
| 23
| 0
| 7.9
|
MUB:24.7%;XLF:12.9%;HYG:24.7%;TSLA:24.7%;GLD:13.0%
|
US:59.4;EU:20.2;APAC:12.7;EM:4.6;Other:3.1
|
Value:-0.4;Growth:-0.0;Quality:-0.7;Size:-0.1;Momentum:-0.5;LowVol:+0.9
|
ESGOnly
| 10
| 35
| 5.6
|
hard 10%
| 109
| 12.2
|
Bull
| 17.7
| 4.96
| 2.7
| 85
| 61
| 70
| 49
| false
|
NoAction
|
Within bands; monitor
| 20
| -39
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 54
| 8
| 175
| 4
| false
|
Within IPS guidelines
|
P5447
|
Opportunistic
|
Roth
|
USD
|
2025-11-05
| 433,147
| 13,415
| 419,732
| 1.24
| 60.3
| 10.1
| 21
| 8.6
|
BND:16.5%;XLF:10.5%;VOO:16.2%;TLT:17.8%;VNQ:19.1%;IEF:20.0%
|
US:68.3;EU:8.7;APAC:13.4;EM:6.9;Other:2.7
|
Value:-0.2;Growth:-0.7;Quality:-0.3;Size:+0.5;Momentum:-0.4;LowVol:-0.6
|
MaxPos5%;NoDerivatives
| 5
| 25
| 4.2
|
trailing 7%
| 239
| 33.7
|
Bull
| 13.9
| 3.51
| 2.6
| 98
| 13
| 57
| 37
| false
|
Sell
|
Trim extended winner -1%
| 7
| -18
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 26
| -39
| -5
| 5
| false
|
Tax-aware sells next window
|
P5448
|
Hands-off
|
401k
|
USD
|
2025-12-11
| 546,771
| 34,246
| 512,525
| 1
| 73.1
| 15.1
| 2.7
| 9.2
|
AAPL:24.7%;QQQ:24.7%;IEF:15.3%;TLT:24.7%;VNQ:10.7%
|
US:75.9;EU:10.8;APAC:9.2;EM:3.7;Other:0.3
|
Value:-0.6;Growth:+0.3;Quality:+0.1;Size:+0.4;Momentum:+0.9;LowVol:+0.6
|
ESGOnly;MaxPos8%
| 7
| 25
| 5.7
|
hard 10%
| 156
| 13.1
|
Bull
| 16.9
| 4.26
| 2.3
| 116
| 69
| 77
| 61
| false
|
Buy
|
Add to core equity +1%
| -8
| -22
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| 82
| -45
| 46
| 4
| false
|
Increase defensive factor exposure
|
P5449
|
Opportunistic
|
Trust
|
USD
|
2025-04-30
| 649,644
| 28,478
| 621,166
| 1
| 73
| 16.7
| 4.1
| 6.1
|
BRK.B:33.3%;GLD:33.3%;MSFT:33.3%
|
US:69.6;EU:6.7;APAC:14.0;EM:7.9;Other:1.9
|
Value:+0.3;Growth:+0.3;Quality:+1.0;Size:+0.4;Momentum:+0.1;LowVol:-0.7
| null | 7
| 30
| 4.1
|
hard 12%
| 278
| 32.1
|
Bear
| 29.4
| 3.38
| 1.4
| 196
| -91
| 5
| 89
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| 10
|
BrokerA
|
VWAP
| 96
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 15
| -44
| 148
| 4
| false
|
Monitor dispersion and breadth
|
P5450
|
Systematic
|
Taxable
|
USD
|
2025-12-14
| 1,806,558
| 141,135
| 1,665,423
| 1
| 59.2
| 30.8
| 4.9
| 5.2
|
HYG:16.8%;VOO:20.4%;GLD:13.0%;VTI:22.8%;AMZN:14.1%;XLF:12.8%
|
US:66.0;EU:14.2;APAC:12.1;EM:3.8;Other:3.9
|
Value:-0.6;Growth:-0.7;Quality:+0.5;Size:-0.4;Momentum:+0.7;LowVol:-0.8
| null | 5
| 30
| 4.8
|
hard 12%
| 198
| 24.9
|
Sideways
| 16.6
| 4.99
| 2.2
| 120
| 54
| 77
| 40
| false
|
Buy
|
Add to core equity +1%
| 12
| -9
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 92
| 2
| 53
| 3
| false
|
Tax-aware sells next window
|
P5451
|
Active
|
IRA
|
USD
|
2025-07-28
| 2,116,383
| 152,360
| 1,964,023
| 1
| 62.1
| 18.1
| 10.6
| 9.1
|
VTI:33.3%;TSLA:33.3%;AMZN:33.3%
|
US:64.7;EU:16.5;APAC:10.0;EM:5.9;Other:2.9
|
Value:-0.9;Growth:+0.6;Quality:-0.6;Size:-0.1;Momentum:+0.4;LowVol:+1.0
| null | 8
| 25
| 4.9
|
trailing 8%
| 206
| 16.5
|
Bear
| 27.2
| 3.08
| 3
| 168
| -111
| 6
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -3
|
BrokerA
|
MKT
| 96
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 23
| -49
| -2
| 4
| false
|
Increase defensive factor exposure
|
P5452
|
Hands-off
|
Roth
|
USD
|
2025-03-19
| 183,800
| 14,906
| 168,894
| 1
| 67.1
| 20.1
| 5
| 7.9
|
GLD:20.1%;VNQ:18.1%;TLT:12.8%;MSFT:12.3%;XLF:17.9%;IEF:18.7%
|
US:66.6;EU:10.7;APAC:9.1;EM:9.5;Other:4.1
|
Value:+0.8;Growth:+0.7;Quality:-0.7;Size:-0.6;Momentum:-0.3;LowVol:+0.3
|
ESGOnly;MaxPos8%
| 10
| 25
| 5.6
|
hard 10%
| 98
| 13.2
|
Bear
| 24.6
| 4.14
| 3
| 159
| -57
| 17
| 63
| false
|
Buy
|
Add to core equity +1%
| 7
| -20
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| -7
| -45
| 127
| 3
| false
|
Increase defensive factor exposure
|
P5453
|
Hands-off
|
Roth
|
USD
|
2025-11-30
| 899,496
| 54,252
| 845,244
| 1
| 56.1
| 29.2
| 9.1
| 5.6
|
AMZN:26.1%;VOO:37.0%;IEF:37.0%
|
US:63.8;EU:15.6;APAC:9.8;EM:6.4;Other:4.5
|
Value:+0.2;Growth:-0.7;Quality:+0.3;Size:-0.4;Momentum:-0.6;LowVol:-0.5
|
ESGOnly
| 6
| 30
| 3.8
|
hard 10%
| 163
| 17.2
|
Bear
| 23.1
| 3.03
| 1.4
| 166
| -68
| 15
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 20
| -13
|
BrokerB
|
VWAP
| 93
| null | null |
Normal monitoring
| -43
| 6
| -32
| 3
| false
|
Tax-aware sells next window
|
P5454
|
Hands-off
|
Roth
|
USD
|
2025-06-15
| 245,096
| 15,980
| 229,116
| 1
| 61.5
| 26.7
| 4.5
| 7.3
|
GLD:20.4%;TSLA:12.8%;MSFT:9.7%;AMZN:20.9%;QQQ:15.2%;VNQ:20.9%
|
US:72.6;EU:14.6;APAC:5.1;EM:6.9;Other:0.8
|
Value:+0.2;Growth:-0.0;Quality:+0.5;Size:+0.1;Momentum:-1.0;LowVol:-0.3
|
MaxPos5%;NoDerivatives
| 5
| 30
| 4.1
|
trailing 8%
| 134
| 15.6
|
Bear
| 26.3
| 3.99
| 2.9
| 211
| -52
| 31
| 60
| false
|
Sell
|
Trim extended winner -1%
| 10
| -1
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| -33
| 15
| -8
| 5
| false
|
Increase defensive factor exposure
|
P5455
|
Cautious
|
Taxable
|
USD
|
2024-10-03
| 494,767
| 64,552
| 430,215
| 1
| 41.5
| 35.3
| 11.7
| 11.5
|
XLF:25.0%;QQQ:25.0%;BND:25.0%;VNQ:25.0%
|
US:63.4;EU:17.7;APAC:12.5;EM:3.4;Other:3.1
|
Value:+0.2;Growth:-0.8;Quality:+0.2;Size:+0.6;Momentum:-0.4;LowVol:+0.4
|
MaxPos8%;NoDerivatives;NoMargin
| 6
| 35
| 3.6
|
trailing 8%
| 157
| 17.7
|
Bull
| 12.3
| 4.69
| 2.7
| 96
| 83
| 100
| 24
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -27
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 32
| -19
| 110
| 3
| false
|
Tighten stops on momentum names
|
P5456
|
Active
|
Roth
|
USD
|
2024-08-23
| 773,759
| 78,315
| 695,444
| 1
| 66
| 20.6
| 6.9
| 6.4
|
TLT:20.8%;MUB:26.4%;QQQ:26.4%;BND:26.4%
|
US:68.1;EU:17.0;APAC:7.4;EM:3.6;Other:3.9
|
Value:-0.5;Growth:+0.3;Quality:-0.3;Size:+0.8;Momentum:+0.7;LowVol:-0.2
| null | 6
| 25
| 4.3
|
trailing 8%
| 220
| 20.7
|
Sideways
| 20.5
| 4.82
| 2.5
| 130
| 44
| 86
| 58
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 2
| 10
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| 88
| -12
| 76
| 3
| false
|
Tax-aware sells next window
|
P5457
|
Hands-off
|
Trust
|
USD
|
2025-05-18
| 606,477
| 53,537
| 552,940
| 1
| 60.5
| 27.7
| 6
| 5.8
|
HYG:21.6%;XLF:15.3%;GLD:10.7%;VNQ:9.4%;MSFT:21.6%;TSLA:21.6%
|
US:75.0;EU:6.6;APAC:7.1;EM:9.4;Other:1.9
|
Value:+0.9;Growth:-0.6;Quality:-0.7;Size:-0.1;Momentum:-0.5;LowVol:+0.3
|
ESGOnly;NoDerivatives
| 7
| 25
| 5
|
trailing 8%
| 99
| 17.8
|
Sideways
| 18.2
| 4.02
| 2.7
| 102
| 36
| 72
| 50
| false
|
Sell
|
Trim extended winner -1%
| 33
| -13
|
BrokerD
|
LMT
| 100
| null | null |
Normal monitoring
| -33
| -40
| -41
| 3
| false
|
Increase defensive factor exposure
|
P5458
|
Opportunistic
|
IRA
|
USD
|
2025-06-01
| 526,958
| 30,679
| 496,279
| 1.14
| 67.3
| 21.4
| 3
| 8.3
|
GLD:8.8%;MUB:19.2%;IEF:21.2%;BRK.B:18.5%;TLT:21.2%;HYG:11.0%
|
US:75.2;EU:13.0;APAC:7.0;EM:4.3;Other:0.5
|
Value:-0.4;Growth:+0.1;Quality:-0.8;Size:-0.8;Momentum:-0.9;LowVol:+0.5
|
NoDerivatives
| 7
| 25
| 6.4
|
hard 12%
| 211
| 33.8
|
Bull
| 12.7
| 4.75
| 3.1
| 82
| 110
| 90
| 37
| false
|
Sell
|
Trim extended winner -1%
| 1
| 12
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 34
| -4
| 57
| 5
| false
|
Monitor dispersion and breadth
|
P5459
|
Hands-off
|
Taxable
|
USD
|
2025-10-21
| 448,830
| 40,166
| 408,664
| 1
| 64.4
| 23.2
| 2.7
| 9.7
|
BRK.B:13.0%;BND:24.7%;VOO:24.7%;QQQ:17.1%;MUB:20.5%
|
US:63.2;EU:10.3;APAC:12.3;EM:10.3;Other:3.9
|
Value:+0.9;Growth:+0.3;Quality:-0.5;Size:+0.6;Momentum:-0.1;LowVol:-0.9
|
ESGOnly;NoDerivatives
| 8
| 25
| 5.1
|
trailing 8%
| 112
| 14.1
|
Bear
| 22.3
| 3.59
| 1.8
| 169
| -34
| 48
| 58
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 16
| -12
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| -5
| -18
| 88
| 4
| false
|
Tighten stops on momentum names
|
P5460
|
Cautious
|
Roth
|
USD
|
2025-07-01
| 183,343
| 27,001
| 156,342
| 1
| 44.7
| 37.1
| 7.9
| 10.3
|
AMZN:33.3%;VTI:33.3%;QQQ:33.3%
|
US:59.9;EU:10.3;APAC:15.5;EM:12.5;Other:1.9
|
Value:-0.1;Growth:+0.3;Quality:+0.3;Size:+0.6;Momentum:0.0;LowVol:+0.3
|
MaxPos8%;NoDerivatives;NoMargin
| 6
| 35
| 5.4
|
trailing 8%
| 168
| 12.9
|
Bull
| 17.9
| 4.7
| 2.9
| 102
| 113
| 100
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| 2
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 102
| -41
| 81
| 5
| false
|
Monitor dispersion and breadth
|
P5461
|
Cautious
|
Taxable
|
USD
|
2025-09-30
| 750,119
| 114,695
| 635,424
| 1
| 46.6
| 42.3
| 0
| 11.1
|
VOO:33.3%;IEF:33.3%;BRK.B:33.3%
|
US:73.4;EU:6.2;APAC:14.1;EM:3.6;Other:2.7
|
Value:-0.8;Growth:-0.6;Quality:-0.3;Size:-1.0;Momentum:+0.8;LowVol:0.0
|
ESGOnly;NoMargin
| 7
| 30
| 3.5
|
hard 10%
| 169
| 16.5
|
Volatile
| 23.7
| 3.87
| 2.4
| 147
| -53
| 10
| 56
| false
|
NoAction
|
Within bands; monitor
| 8
| 13
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -39
| -22
| 23
| 5
| false
|
Tighten stops on momentum names
|
P5462
|
Hands-off
|
401k
|
USD
|
2025-08-23
| 316,902
| 22,574
| 294,328
| 1
| 68.4
| 24.2
| 0
| 7.4
|
GLD:13.4%;QQQ:20.6%;MSFT:22.0%;VOO:22.0%;TSLA:22.0%
|
US:59.5;EU:18.8;APAC:9.8;EM:8.8;Other:3.1
|
Value:-0.8;Growth:-0.3;Quality:-0.1;Size:+0.1;Momentum:+0.7;LowVol:+0.2
|
ESGOnly
| 7
| 30
| 3.8
|
trailing 8%
| 91
| 13.4
|
Volatile
| 31.6
| 3.71
| 2.7
| 179
| 21
| 61
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| -37
|
BrokerD
|
MKT
| 97
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 30
| -28
| 63
| 2
| false
|
Increase defensive factor exposure
|
P5463
|
Systematic
|
Trust
|
USD
|
2025-05-02
| 718,722
| 30,585
| 688,137
| 1
| 65.4
| 21.3
| 7.2
| 6.1
|
TSLA:25.4%;MUB:25.4%;TLT:25.4%;IEF:23.7%
|
US:70.3;EU:10.9;APAC:7.9;EM:6.5;Other:4.5
|
Value:-0.1;Growth:+0.8;Quality:+0.4;Size:+0.3;Momentum:+0.4;LowVol:-0.4
|
NoDerivatives
| 5
| 25
| 4.3
|
trailing 8%
| 214
| 24.4
|
Bull
| 13.3
| 4.41
| 2.9
| 86
| 103
| 90
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -18
|
BrokerC
|
VWAP
| 98
| null | null |
Normal monitoring
| 27
| -40
| 137
| 5
| false
|
Tax-aware sells next window
|
P5464
|
Hands-off
|
Roth
|
USD
|
2025-06-18
| 296,340
| 18,359
| 277,981
| 1
| 73
| 21
| 0
| 6
|
MSFT:12.9%;VOO:23.7%;GLD:23.7%;XLF:18.5%;BRK.B:21.3%
|
US:64.3;EU:9.7;APAC:15.0;EM:9.1;Other:1.9
|
Value:-1.0;Growth:-0.6;Quality:+0.1;Size:-0.0;Momentum:+0.6;LowVol:+0.9
|
ESGOnly;MaxPos6%
| 8
| 35
| 5.5
|
trailing 10%
| 146
| 16.1
|
Volatile
| 20.2
| 5.15
| 2.1
| 141
| 5
| 47
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 29
| 14
|
BrokerB
|
VWAP
| 96
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -35
| -11
| 104
| 5
| false
|
Tighten stops on momentum names
|
P5465
|
Cautious
|
Trust
|
USD
|
2025-04-28
| 637,381
| 79,092
| 558,289
| 1
| 47.7
| 42.1
| 0
| 10.2
|
BND:24.6%;XLF:20.9%;VOO:24.6%;IEF:17.5%;AMZN:12.4%
|
US:67.4;EU:11.8;APAC:12.6;EM:3.7;Other:4.5
|
Value:-1.0;Growth:-0.3;Quality:-0.4;Size:0.0;Momentum:-0.6;LowVol:+0.7
|
NoMargin
| 6
| 30
| 4.1
|
trailing 8%
| 147
| 17.3
|
Bear
| 26.4
| 4.05
| 2.4
| 143
| 12
| 51
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -21
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| -45
| 9
| -23
| 3
| false
|
Increase defensive factor exposure
|
P5466
|
Opportunistic
|
Taxable
|
USD
|
2025-04-15
| 960,617
| 50,714
| 909,903
| 1.19
| 73.1
| 11.5
| 8.8
| 6.6
|
BRK.B:33.3%;MUB:33.3%;VTI:33.3%
|
US:63.5;EU:8.9;APAC:13.7;EM:10.5;Other:3.4
|
Value:-0.1;Growth:+1.0;Quality:+0.9;Size:+0.4;Momentum:-0.7;LowVol:-0.1
|
NoDerivatives
| 6
| 35
| 6.6
|
trailing 9%
| 266
| 25.6
|
Sideways
| 16
| 4.21
| 2.9
| 104
| 13
| 71
| 65
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -6
| -6
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| -42
| -8
| -64
| 3
| false
|
Tighten stops on momentum names
|
P5467
|
Active
|
Trust
|
USD
|
2025-01-27
| 636,847
| 64,541
| 572,306
| 1
| 60
| 18.6
| 14.8
| 6.6
|
GLD:17.3%;BND:23.3%;BRK.B:10.9%;IEF:23.3%;QQQ:13.9%;VNQ:11.4%
|
US:62.5;EU:15.7;APAC:8.2;EM:10.6;Other:3.0
|
Value:+0.2;Growth:-0.2;Quality:-1.0;Size:-0.2;Momentum:-0.0;LowVol:+0.2
|
NoDerivatives
| 7
| 35
| 5.5
|
trailing 9%
| 179
| 22
|
Sideways
| 21.9
| 4.09
| 3.2
| 122
| 51
| 69
| 50
| false
|
NoAction
|
Within bands; monitor
| 23
| -14
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| -50
| -42
| -17
| 5
| false
|
Increase defensive factor exposure
|
P5468
|
Systematic
|
Roth
|
USD
|
2024-11-24
| 960,683
| 77,792
| 882,891
| 1
| 55.7
| 25.4
| 11.3
| 7.7
|
MUB:18.3%;VNQ:27.2%;TLT:27.2%;MSFT:27.2%
|
US:68.4;EU:11.8;APAC:11.2;EM:3.5;Other:5.2
|
Value:+0.5;Growth:-0.8;Quality:+0.5;Size:+0.2;Momentum:0.0;LowVol:-0.3
|
MaxPos6%
| 7
| 25
| 5.9
|
trailing 8%
| 213
| 25.9
|
Sideways
| 14.1
| 3.93
| 3
| 128
| 57
| 71
| 33
| false
|
NoAction
|
Within bands; monitor
| -10
| 8
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -51
| -14
| -70
| 3
| false
|
Tighten stops on momentum names
|
P5469
|
Active
|
Taxable
|
USD
|
2025-03-07
| 1,879,074
| 112,806
| 1,766,268
| 1
| 52.2
| 18.7
| 20.6
| 8.5
|
BND:24.8%;MSFT:25.7%;VNQ:23.9%;VTI:25.7%
|
US:62.1;EU:15.9;APAC:10.2;EM:8.3;Other:3.6
|
Value:-0.8;Growth:-0.6;Quality:-0.3;Size:+0.7;Momentum:-0.7;LowVol:+0.3
|
NoDerivatives
| 10
| 25
| 5
|
trailing 8%
| 172
| 20.6
|
Volatile
| 31.6
| 3.98
| 2.3
| 123
| -32
| 34
| 68
| false
|
NoAction
|
Within bands; monitor
| 20
| -17
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 7
| -60
| 21
| 5
| false
|
Within IPS guidelines
|
P5470
|
Hands-off
|
401k
|
USD
|
2025-05-27
| 641,615
| 34,919
| 606,696
| 1
| 69.3
| 22.8
| 0
| 7.9
|
TLT:23.1%;AMZN:23.1%;BRK.B:13.9%;HYG:16.7%;MUB:23.1%
|
US:54.7;EU:17.2;APAC:14.2;EM:11.9;Other:2.0
|
Value:+0.9;Growth:+0.8;Quality:-0.7;Size:0.0;Momentum:+0.7;LowVol:+0.1
|
ESGOnly;MaxPos6%
| 5
| 25
| 4.8
|
trailing 8%
| 101
| 15.7
|
Bull
| 12.6
| 4.43
| 3.3
| 84
| 37
| 70
| 43
| true
|
Rebalance
|
Rebalance back to target bands
| -8
| -27
|
BrokerB
|
MKT
| 100
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 59
| 0
| 193
| 2
| false
|
Tighten stops on momentum names
|
P5471
|
Cautious
|
Trust
|
USD
|
2024-07-24
| 537,958
| 74,223
| 463,735
| 1
| 44.6
| 32.1
| 6
| 17.4
|
BRK.B:21.7%;QQQ:14.9%;TLT:21.7%;AAPL:19.9%;GLD:21.7%
|
US:65.9;EU:13.4;APAC:12.7;EM:3.6;Other:4.3
|
Value:+0.8;Growth:-0.5;Quality:-0.9;Size:-0.6;Momentum:-0.1;LowVol:+0.9
|
MaxPos7%;NoMargin
| 7
| 25
| 5.6
|
trailing 10%
| 105
| 14.3
|
Volatile
| 22.2
| 4.31
| 4.5
| 122
| 41
| 56
| 57
| false
|
Sell
|
Trim extended winner -1%
| -11
| 5
|
BrokerD
|
VWAP
| 88
| null | null |
Normal monitoring
| 99
| -13
| 213
| 3
| false
|
Monitor dispersion and breadth
|
P5472
|
Cautious
|
Roth
|
USD
|
2025-01-02
| 837,051
| 69,607
| 767,444
| 1
| 35.7
| 30.5
| 17.5
| 16.3
|
VOO:33.3%;BRK.B:33.3%;IEF:33.3%
|
US:68.4;EU:14.6;APAC:7.1;EM:6.2;Other:3.7
|
Value:+0.3;Growth:-0.5;Quality:-0.4;Size:-0.0;Momentum:-0.2;LowVol:+0.7
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 25
| 5
|
trailing 8%
| 165
| 12.7
|
Bear
| 22
| 4.35
| 1.2
| 214
| -106
| 5
| 39
| false
|
Buy
|
Add to core equity +1%
| 33
| 3
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| -3
| -2
| 49
| 3
| false
|
Tighten stops on momentum names
|
P5473
|
Opportunistic
|
Taxable
|
USD
|
2025-07-03
| 333,015
| 13,419
| 319,596
| 1.17
| 68.1
| 15.4
| 8.5
| 8
|
VNQ:19.7%;IEF:14.5%;MUB:21.9%;HYG:12.8%;QQQ:21.9%;MSFT:9.1%
|
US:64.6;EU:9.0;APAC:13.5;EM:9.1;Other:3.8
|
Value:-0.9;Growth:-0.4;Quality:-0.5;Size:-0.4;Momentum:+0.5;LowVol:+0.9
|
MaxPos5%
| 10
| 35
| 4
|
trailing 9%
| 194
| 26.2
|
Volatile
| 24.7
| 4.11
| 3
| 150
| -47
| 13
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -33
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| -31
| 5
| -11
| 4
| false
|
Tighten stops on momentum names
|
P5474
|
Active
|
Taxable
|
USD
|
2024-09-23
| 1,032,974
| 67,438
| 965,536
| 1
| 58.1
| 26.8
| 6.8
| 8.4
|
VTI:22.4%;MSFT:24.9%;VOO:16.1%;TSLA:11.8%;IEF:24.9%
|
US:74.4;EU:13.6;APAC:7.1;EM:3.6;Other:1.4
|
Value:+0.2;Growth:-0.3;Quality:-0.4;Size:+0.8;Momentum:0.0;LowVol:-0.5
|
NoDerivatives
| 8
| 30
| 5
|
trailing 8%
| 225
| 26.3
|
Bull
| 17.2
| 4.31
| 3.2
| 108
| 116
| 98
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -10
|
BrokerA
|
LMT
| 85
| null | null |
Normal monitoring
| 54
| 8
| 79
| 4
| false
|
Within IPS guidelines
|
P5475
|
Active
|
IRA
|
USD
|
2025-10-25
| 1,027,927
| 79,525
| 948,402
| 1
| 62.8
| 28.9
| 0
| 8.3
|
MSFT:21.7%;TSLA:14.8%;IEF:21.7%;BRK.B:21.7%;GLD:20.2%
|
US:68.5;EU:13.9;APAC:5.4;EM:9.3;Other:2.8
|
Value:-0.6;Growth:-1.0;Quality:+1.0;Size:+0.2;Momentum:+0.1;LowVol:+0.3
|
MaxPos6%
| 8
| 35
| 4
|
trailing 8%
| 168
| 20.6
|
Sideways
| 17.3
| 4.12
| 2.9
| 129
| 51
| 80
| 62
| false
|
Buy
|
Add to core equity +1%
| 7
| 14
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 38
| -56
| 21
| 4
| false
|
Tighten stops on momentum names
|
P5476
|
Hands-off
|
Trust
|
USD
|
2025-07-08
| 740,945
| 72,508
| 668,437
| 1
| 58.6
| 16.4
| 17.2
| 7.8
|
AMZN:28.3%;QQQ:25.5%;VTI:28.3%;TLT:17.9%
|
US:63.0;EU:13.6;APAC:7.2;EM:10.6;Other:5.6
|
Value:-0.4;Growth:+0.9;Quality:+0.6;Size:-0.3;Momentum:+0.2;LowVol:-0.9
| null | 8
| 30
| 4.4
|
hard 10%
| 119
| 14.2
|
Sideways
| 20.3
| 4.08
| 3.4
| 121
| 60
| 66
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -39
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 79
| -28
| 109
| 4
| false
|
Monitor dispersion and breadth
|
P5477
|
Cautious
|
Taxable
|
USD
|
2024-11-08
| 235,894
| 33,039
| 202,855
| 1
| 51.1
| 30.3
| 4.6
| 14
|
AAPL:23.2%;GLD:27.1%;TSLA:27.1%;BND:22.6%
|
US:74.7;EU:7.1;APAC:6.4;EM:10.8;Other:1.0
|
Value:+0.5;Growth:+0.1;Quality:-0.1;Size:-0.7;Momentum:-1.0;LowVol:-0.1
|
NoMargin
| 10
| 35
| 4.2
|
trailing 8%
| 99
| 17.7
|
Bull
| 17.6
| 4.16
| 2.1
| 85
| 38
| 84
| 38
| false
|
Buy
|
Add to core equity +1%
| 21
| -14
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 65
| -50
| 204
| 4
| false
|
Monitor dispersion and breadth
|
P5478
|
Active
|
Trust
|
USD
|
2024-07-28
| 1,926,145
| 124,285
| 1,801,860
| 1.07
| 54.4
| 30.4
| 9.5
| 5.7
|
TSLA:8.1%;VOO:10.7%;XLF:14.8%;HYG:22.1%;QQQ:22.1%;GLD:22.1%
|
US:55.9;EU:16.0;APAC:10.9;EM:12.8;Other:4.4
|
Value:-0.5;Growth:+0.3;Quality:-0.9;Size:+0.6;Momentum:-0.3;LowVol:-0.8
|
NoDerivatives
| 7
| 35
| 5.8
|
trailing 8%
| 121
| 21
|
Volatile
| 25.6
| 4.81
| 2.3
| 123
| 20
| 63
| 70
| false
|
NoAction
|
Within bands; monitor
| 20
| 11
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 79
| -54
| 199
| 3
| false
|
Tax-aware sells next window
|
P5479
|
Active
|
IRA
|
USD
|
2024-10-25
| 1,951,751
| 157,579
| 1,794,172
| 1
| 59.2
| 27.7
| 7.9
| 5.3
|
AAPL:33.3%;TLT:33.3%;QQQ:33.3%
|
US:60.0;EU:10.1;APAC:16.0;EM:11.4;Other:2.6
|
Value:-0.3;Growth:0.0;Quality:+0.4;Size:-1.0;Momentum:+0.1;LowVol:-0.0
|
MaxPos8%
| 5
| 35
| 5.4
|
hard 12%
| 204
| 25.3
|
Bull
| 13.7
| 4.24
| 3.3
| 70
| 60
| 89
| 43
| false
|
NoAction
|
Within bands; monitor
| 0
| -36
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 63
| -60
| 93
| 5
| false
|
Within IPS guidelines
|
P5480
|
Hands-off
|
Taxable
|
USD
|
2024-07-19
| 403,021
| 37,123
| 365,898
| 1
| 67.1
| 21.5
| 5
| 6.5
|
AMZN:24.9%;GLD:25.8%;TSLA:23.6%;HYG:25.8%
|
US:63.8;EU:18.4;APAC:6.8;EM:9.2;Other:1.9
|
Value:-0.3;Growth:-0.7;Quality:-0.3;Size:-0.7;Momentum:-1.0;LowVol:+0.1
|
ESGOnly
| 6
| 30
| 5.6
|
trailing 8%
| 152
| 19.1
|
Volatile
| 23.5
| 3.52
| 4.1
| 121
| 59
| 91
| 77
| true
|
Rebalance
|
Rebalance back to target bands
| -12
| 9
|
BrokerA
|
MKT
| 92
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -49
| -49
| 38
| 2
| false
|
Tighten stops on momentum names
|
P5481
|
Systematic
|
Taxable
|
USD
|
2024-07-17
| 1,494,751
| 114,598
| 1,380,153
| 1
| 60.5
| 23.5
| 8.1
| 7.9
|
AMZN:25.0%;TLT:25.0%;QQQ:25.0%;MSFT:25.0%
|
US:60.4;EU:16.0;APAC:14.9;EM:7.6;Other:0.9
|
Value:-0.5;Growth:-0.9;Quality:-1.0;Size:+0.8;Momentum:+0.4;LowVol:+0.5
|
MaxPos8%
| 7
| 35
| 5
|
hard 12%
| 133
| 23.6
|
Volatile
| 29.4
| 4.83
| 3.3
| 149
| 13
| 56
| 80
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 2
| 7
|
BrokerA
|
MKT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 45
| -11
| 90
| 4
| true
|
Tax-aware sells next window
|
P5482
|
Cautious
|
Trust
|
USD
|
2025-04-14
| 664,653
| 79,318
| 585,335
| 1
| 52.7
| 36.7
| 0.5
| 10.1
|
GLD:28.8%;TLT:28.8%;VTI:23.3%;HYG:19.1%
|
US:62.8;EU:21.7;APAC:7.9;EM:6.2;Other:1.3
|
Value:-0.3;Growth:-0.3;Quality:-0.1;Size:-0.7;Momentum:-0.3;LowVol:-0.0
|
MaxPos7%;NoMargin
| 10
| 25
| 5.5
|
trailing 10%
| 119
| 13.8
|
Bear
| 24.7
| 3.61
| 1.9
| 158
| 40
| 57
| 64
| false
|
NoAction
|
Within bands; monitor
| 30
| -4
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 107
| 4
| 191
| 3
| false
|
Increase defensive factor exposure
|
P5483
|
Cautious
|
Taxable
|
USD
|
2024-08-14
| 726,636
| 96,830
| 629,806
| 1
| 51.2
| 38
| 0
| 10.7
|
VTI:27.0%;VOO:27.0%;XLF:27.0%;VNQ:19.0%
|
US:72.6;EU:6.9;APAC:5.5;EM:10.5;Other:4.5
|
Value:-0.0;Growth:-1.0;Quality:-0.8;Size:+1.0;Momentum:-0.9;LowVol:-0.1
|
ESGOnly;NoMargin
| 10
| 30
| 3.8
|
trailing 8%
| 98
| 16.3
|
Volatile
| 31.7
| 5.36
| 2.5
| 113
| 35
| 75
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 9
| -36
|
BrokerC
|
LMT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 110
| -23
| 130
| 5
| false
|
Tax-aware sells next window
|
P5484
|
Active
|
401k
|
USD
|
2025-09-07
| 909,888
| 78,817
| 831,071
| 1
| 63.1
| 28.9
| 0
| 8
|
GLD:28.3%;MUB:28.3%;VOO:28.3%;TSLA:15.2%
|
US:57.2;EU:21.7;APAC:11.6;EM:5.5;Other:4.1
|
Value:-1.0;Growth:-0.5;Quality:0.0;Size:+1.0;Momentum:-0.9;LowVol:-0.1
|
NoDerivatives
| 5
| 25
| 4
|
trailing 9%
| 162
| 20.6
|
Bull
| 13.7
| 4.12
| 2.5
| 117
| 85
| 96
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -16
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 32
| -52
| 26
| 4
| false
|
Within IPS guidelines
|
P5485
|
Cautious
|
Taxable
|
USD
|
2025-03-24
| 321,503
| 44,904
| 276,599
| 1
| 52.8
| 37.1
| 0
| 10.1
|
XLF:20.3%;GLD:16.4%;AMZN:20.3%;VNQ:14.2%;MSFT:16.8%;VTI:12.1%
|
US:59.6;EU:17.1;APAC:11.3;EM:10.3;Other:1.8
|
Value:+0.1;Growth:+1.0;Quality:-0.8;Size:+0.7;Momentum:+0.6;LowVol:+0.9
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 7
| 25
| 5.8
|
trailing 10%
| 122
| 19.3
|
Bear
| 28.9
| 3.96
| 2.9
| 137
| -80
| 16
| 62
| false
|
Buy
|
Add to core equity +1%
| 30
| -3
|
BrokerA
|
VWAP
| 85
| null | null |
Normal monitoring
| 19
| -39
| 118
| 5
| false
|
Tax-aware sells next window
|
P5486
|
Systematic
|
Taxable
|
USD
|
2025-04-24
| 1,214,057
| 84,589
| 1,129,468
| 1
| 58.6
| 34
| 0
| 7.4
|
XLF:23.2%;GLD:13.4%;IEF:17.1%;AAPL:23.2%;VOO:23.2%
|
US:59.0;EU:15.3;APAC:14.1;EM:8.0;Other:3.6
|
Value:-0.7;Growth:-0.4;Quality:+0.1;Size:+0.9;Momentum:+0.5;LowVol:-0.4
|
MaxPos6%
| 10
| 30
| 5.6
|
trailing 9%
| 211
| 21.8
|
Bear
| 31.2
| 3.93
| 1.1
| 171
| -25
| 43
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 19
| -3
|
BrokerA
|
MKT
| 86
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -16
| 18
| 110
| 5
| false
|
Monitor dispersion and breadth
|
P5487
|
Systematic
|
Roth
|
USD
|
2025-04-19
| 624,631
| 44,386
| 580,245
| 1
| 57
| 32
| 3.6
| 7.4
|
HYG:19.4%;GLD:20.2%;VOO:12.2%;TSLA:24.1%;IEF:24.1%
|
US:65.5;EU:15.3;APAC:7.9;EM:10.1;Other:1.1
|
Value:-0.7;Growth:-0.6;Quality:+0.2;Size:+0.2;Momentum:-0.5;LowVol:-0.8
|
NoDerivatives
| 7
| 25
| 5.3
|
trailing 8%
| 133
| 24.5
|
Bull
| 14.7
| 4.32
| 3.2
| 109
| 68
| 74
| 42
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 35
| -6
|
BrokerB
|
MKT
| 93
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 53
| 1
| 120
| 5
| false
|
Monitor dispersion and breadth
|
P5488
|
Opportunistic
|
IRA
|
USD
|
2024-12-01
| 768,103
| 29,793
| 738,310
| 1
| 62.9
| 13.7
| 15.2
| 8.2
|
QQQ:20.3%;GLD:22.7%;BRK.B:15.1%;VNQ:22.7%;MUB:19.2%
|
US:69.9;EU:14.9;APAC:5.1;EM:8.5;Other:1.6
|
Value:-0.9;Growth:+0.3;Quality:-0.8;Size:+0.4;Momentum:+0.8;LowVol:-1.0
|
NoDerivatives
| 7
| 25
| 6.5
|
trailing 7%
| 185
| 32.9
|
Bull
| 11.2
| 4.09
| 2.1
| 75
| 95
| 94
| 34
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -10
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| 1
| -4
| 139
| 4
| false
|
Tighten stops on momentum names
|
P5489
|
Systematic
|
Trust
|
USD
|
2024-12-07
| 1,230,164
| 103,022
| 1,127,142
| 1
| 56.7
| 30.4
| 5.6
| 7.3
|
VTI:16.4%;QQQ:25.2%;VOO:18.7%;MUB:14.6%;BRK.B:25.2%
|
US:59.1;EU:14.9;APAC:8.8;EM:13.2;Other:3.9
|
Value:+0.3;Growth:-0.8;Quality:+0.6;Size:-0.8;Momentum:+0.4;LowVol:+0.6
|
MaxPos6%
| 8
| 30
| 4.6
|
trailing 8%
| 157
| 21.8
|
Volatile
| 31
| 3.78
| 4.4
| 138
| -44
| 16
| 79
| true
|
Rebalance
|
Rebalance back to target bands
| 18
| -20
|
BrokerC
|
LMT
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -6
| -52
| 126
| 2
| false
|
Increase defensive factor exposure
|
P5490
|
Opportunistic
|
Trust
|
USD
|
2024-08-26
| 1,179,788
| 53,491
| 1,126,297
| 1
| 65.4
| 17.9
| 9.6
| 7.1
|
IEF:24.3%;BRK.B:24.3%;TSLA:24.3%;VOO:8.7%;MUB:18.5%
|
US:65.9;EU:6.7;APAC:14.6;EM:9.8;Other:3.0
|
Value:-0.8;Growth:-0.6;Quality:+0.6;Size:-0.5;Momentum:-0.9;LowVol:+0.6
| null | 6
| 35
| 6.8
|
trailing 9%
| 210
| 34.3
|
Bull
| 15.3
| 4.3
| 2.9
| 112
| 101
| 96
| 43
| false
|
Sell
|
Trim extended winner -1%
| 34
| -5
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| -7
| -10
| 83
| 3
| false
|
Tighten stops on momentum names
|
P5491
|
Hands-off
|
Taxable
|
USD
|
2025-09-23
| 489,731
| 43,179
| 446,552
| 1
| 61.7
| 29
| 3.4
| 5.8
|
TSLA:20.2%;IEF:26.6%;TLT:26.6%;BRK.B:26.6%
|
US:70.3;EU:11.1;APAC:10.3;EM:5.6;Other:2.6
|
Value:-0.5;Growth:0.0;Quality:+0.3;Size:+0.1;Momentum:-0.8;LowVol:+0.2
|
ESGOnly;NoDerivatives
| 6
| 35
| 3.7
|
trailing 8%
| 168
| 19.2
|
Volatile
| 27.3
| 5.14
| 4.5
| 123
| -9
| 35
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 4
| 14
|
BrokerC
|
LMT
| 91
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 57
| -25
| 147
| 5
| false
|
Monitor dispersion and breadth
|
P5492
|
Cautious
|
401k
|
USD
|
2025-12-01
| 768,101
| 93,377
| 674,724
| 1
| 49.4
| 39.5
| 0
| 11.1
|
VNQ:23.0%;BND:23.0%;IEF:19.5%;AAPL:23.0%;HYG:11.6%
|
US:58.0;EU:18.9;APAC:13.8;EM:4.2;Other:5.1
|
Value:-0.6;Growth:-0.3;Quality:-0.8;Size:+0.1;Momentum:+0.6;LowVol:+0.2
|
NoDerivatives;NoMargin
| 10
| 25
| 4.3
|
hard 10%
| 163
| 17.2
|
Volatile
| 27.2
| 4.01
| 3.4
| 131
| 42
| 61
| 60
| false
|
NoAction
|
Within bands; monitor
| 8
| -12
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 106
| -1
| 212
| 4
| false
|
Tax-aware sells next window
|
P5493
|
Opportunistic
|
Trust
|
USD
|
2024-08-06
| 1,257,889
| 58,398
| 1,199,491
| 1
| 72.7
| 21.6
| 0
| 5.7
|
HYG:37.1%;TSLA:37.1%;MUB:25.8%
|
US:67.5;EU:9.0;APAC:12.4;EM:8.6;Other:2.6
|
Value:+0.5;Growth:-0.8;Quality:+0.8;Size:-0.9;Momentum:0.0;LowVol:+0.5
| null | 10
| 25
| 6.3
|
trailing 7%
| 168
| 24.7
|
Bull
| 14.6
| 4.21
| 3.4
| 76
| 4
| 46
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| -24
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| 73
| 18
| 158
| 4
| false
|
Tax-aware sells next window
|
P5494
|
Active
|
Roth
|
USD
|
2025-03-05
| 1,742,198
| 134,795
| 1,607,403
| 1
| 64.4
| 24.1
| 4.7
| 6.7
|
QQQ:28.2%;BRK.B:15.5%;MSFT:28.2%;IEF:28.2%
|
US:72.0;EU:10.4;APAC:11.9;EM:5.3;Other:0.4
|
Value:+0.2;Growth:-0.0;Quality:-0.8;Size:-0.9;Momentum:+0.6;LowVol:-0.7
| null | 10
| 35
| 4.6
|
trailing 8%
| 160
| 21.4
|
Volatile
| 21.1
| 4.84
| 2.9
| 160
| -1
| 40
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| 8
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 74
| -36
| 141
| 4
| false
|
Monitor dispersion and breadth
|
P5495
|
Cautious
|
IRA
|
USD
|
2025-06-25
| 592,161
| 90,422
| 501,739
| 1
| 35
| 37.4
| 17
| 10.6
|
GLD:16.9%;BND:9.2%;TSLA:14.1%;QQQ:22.7%;HYG:22.7%;MUB:14.3%
|
US:61.9;EU:18.3;APAC:11.8;EM:3.9;Other:4.1
|
Value:+0.3;Growth:-0.5;Quality:-0.5;Size:+0.7;Momentum:-0.8;LowVol:+0.9
|
NoMargin
| 7
| 30
| 4.1
|
hard 10%
| 92
| 13.8
|
Sideways
| 14.5
| 4.05
| 2.7
| 131
| -25
| 42
| 40
| false
|
Buy
|
Add to core equity +1%
| -15
| -23
|
BrokerA
|
VWAP
| 96
| null | null |
Normal monitoring
| -52
| -36
| -39
| 4
| false
|
Tax-aware sells next window
|
P5496
|
Hands-off
|
Trust
|
USD
|
2025-11-13
| 253,261
| 13,974
| 239,287
| 1
| 65.1
| 21
| 7.1
| 6.8
|
BRK.B:16.2%;IEF:7.8%;HYG:20.0%;MSFT:19.3%;QQQ:19.2%;VNQ:17.5%
|
US:67.7;EU:10.5;APAC:10.5;EM:10.0;Other:1.2
|
Value:-0.1;Growth:0.0;Quality:+0.5;Size:+0.1;Momentum:+0.7;LowVol:-0.8
|
ESGOnly
| 7
| 35
| 4.7
|
hard 10%
| 169
| 17.4
|
Volatile
| 20.9
| 4.24
| 3.5
| 123
| -47
| 23
| 55
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 3
| -30
|
BrokerA
|
LMT
| 94
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -21
| -14
| -11
| 2
| false
|
Tax-aware sells next window
|
P5497
|
Active
|
Roth
|
USD
|
2024-08-08
| 608,012
| 39,799
| 568,213
| 1
| 54.3
| 27.6
| 12.6
| 5.4
|
BRK.B:9.7%;TSLA:23.0%;AAPL:23.0%;VOO:23.0%;XLF:21.2%
|
US:64.4;EU:10.3;APAC:9.9;EM:11.7;Other:3.7
|
Value:+0.4;Growth:+0.1;Quality:-0.8;Size:-0.1;Momentum:+0.3;LowVol:-0.0
|
MaxPos6%;NoDerivatives
| 5
| 25
| 5.4
|
trailing 9%
| 181
| 26.2
|
Volatile
| 27.4
| 4.6
| 3.2
| 156
| -50
| 35
| 66
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -6
| -29
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| -40
| -28
| -48
| 4
| false
|
Tax-aware sells next window
|
P5498
|
Cautious
|
Taxable
|
USD
|
2025-10-14
| 614,836
| 56,287
| 558,549
| 1
| 42.4
| 31.8
| 13.9
| 11.9
|
HYG:26.6%;GLD:26.6%;VTI:20.3%;TLT:26.6%
|
US:73.8;EU:14.3;APAC:6.8;EM:4.0;Other:1.1
|
Value:+0.9;Growth:+0.4;Quality:-0.4;Size:+0.7;Momentum:+0.6;LowVol:-0.9
|
ESGOnly;MaxPos8%;NoMargin
| 5
| 25
| 5.7
|
hard 10%
| 111
| 17.5
|
Volatile
| 22.6
| 4.72
| 3
| 148
| 14
| 70
| 55
| false
|
NoAction
|
Within bands; monitor
| 17
| -16
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 120
| -59
| 137
| 4
| false
|
Tax-aware sells next window
|
P5499
|
Cautious
|
Roth
|
USD
|
2025-09-09
| 189,104
| 22,932
| 166,172
| 1
| 37.2
| 36.2
| 14.9
| 11.7
|
HYG:9.8%;TSLA:17.8%;BND:9.5%;QQQ:23.1%;AAPL:16.7%;MSFT:23.1%
|
US:65.3;EU:12.1;APAC:10.0;EM:9.9;Other:2.7
|
Value:+0.6;Growth:-0.9;Quality:+0.2;Size:+0.2;Momentum:+0.8;LowVol:-1.0
|
MaxPos7%;NoDerivatives;NoMargin
| 6
| 30
| 4.4
|
trailing 8%
| 129
| 16.6
|
Sideways
| 19
| 4.17
| 3.1
| 139
| -4
| 45
| 41
| false
|
Buy
|
Add to core equity +1%
| -5
| 7
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| 85
| -39
| 105
| 3
| false
|
Within IPS guidelines
|
P5500
|
Systematic
|
IRA
|
USD
|
2024-11-07
| 1,460,512
| 125,767
| 1,334,745
| 1
| 64.9
| 21.6
| 7
| 6.5
|
QQQ:21.8%;XLF:18.5%;GLD:17.9%;AAPL:19.9%;HYG:21.8%
|
US:72.4;EU:12.7;APAC:7.4;EM:5.2;Other:2.3
|
Value:+0.6;Growth:-0.7;Quality:+0.3;Size:-0.7;Momentum:0.0;LowVol:-0.0
| null | 7
| 30
| 4.2
|
trailing 9%
| 165
| 20.3
|
Bear
| 34.2
| 3.67
| 1.7
| 216
| -34
| 18
| 97
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -15
| -29
|
BrokerA
|
LMT
| 99
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 100
| -6
| 140
| 4
| false
|
Tighten stops on momentum names
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.