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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5501
|
Hands-off
|
Trust
|
USD
|
2024-08-02
| 262,105
| 13,270
| 248,835
| 1
| 68.6
| 19.5
| 4.8
| 7.1
|
MSFT:33.3%;QQQ:33.3%;BRK.B:33.3%
|
US:61.0;EU:6.5;APAC:17.0;EM:9.8;Other:5.7
|
Value:+0.2;Growth:0.0;Quality:-0.5;Size:+0.3;Momentum:-0.4;LowVol:+0.9
|
MaxPos6%;NoDerivatives
| 8
| 35
| 3.3
|
trailing 10%
| 156
| 18.8
|
Bear
| 29.8
| 3.25
| 1.5
| 181
| 19
| 66
| 82
| true
|
Hedge
|
Buy index puts 1% notional
| -12
| -29
|
BrokerA
|
LMT
| 92
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -22
| -45
| 79
| 2
| false
|
Monitor dispersion and breadth
|
P5502
|
Opportunistic
|
Roth
|
USD
|
2025-08-14
| 825,597
| 45,420
| 780,177
| 1
| 67
| 19.1
| 7.5
| 6.4
|
MUB:33.3%;BND:33.3%;MSFT:33.3%
|
US:76.6;EU:8.2;APAC:8.8;EM:3.0;Other:3.3
|
Value:-0.0;Growth:-0.7;Quality:-0.6;Size:+0.1;Momentum:-0.2;LowVol:-1.0
|
MaxPos5%
| 7
| 30
| 6.2
|
trailing 9%
| 213
| 24.3
|
Bear
| 32.6
| 3.01
| 2.2
| 160
| -95
| 5
| 80
| true
|
Rebalance
|
Rebalance back to target bands
| 14
| 0
|
BrokerA
|
MKT
| 100
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -32
| 12
| -64
| 5
| false
|
Tighten stops on momentum names
|
P5503
|
Hands-off
|
IRA
|
USD
|
2025-09-20
| 313,840
| 18,026
| 295,814
| 1
| 62.8
| 29.1
| 3.1
| 5.1
|
QQQ:20.7%;MSFT:15.1%;HYG:16.8%;BRK.B:20.7%;MUB:15.9%;IEF:10.8%
|
US:61.0;EU:17.7;APAC:12.9;EM:3.7;Other:4.6
|
Value:-0.3;Growth:+0.6;Quality:-0.5;Size:+0.3;Momentum:+0.2;LowVol:+0.7
|
ESGOnly
| 6
| 25
| 5.5
|
trailing 8%
| 139
| 19.9
|
Bull
| 16.6
| 3.55
| 2.4
| 76
| 106
| 88
| 58
| false
|
Buy
|
Add to core equity +1%
| 6
| 5
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| -3
| -40
| -18
| 5
| false
|
Tighten stops on momentum names
|
P5504
|
Systematic
|
Trust
|
USD
|
2024-10-16
| 1,718,479
| 71,153
| 1,647,326
| 1
| 57.7
| 32.6
| 0
| 9.8
|
AMZN:24.6%;BND:19.9%;VOO:27.8%;AAPL:27.8%
|
US:61.7;EU:14.3;APAC:15.0;EM:5.1;Other:3.9
|
Value:+0.2;Growth:-0.7;Quality:-0.7;Size:-0.7;Momentum:+0.5;LowVol:+0.9
|
MaxPos8%
| 6
| 25
| 4
|
hard 12%
| 177
| 19.2
|
Volatile
| 24.1
| 3.76
| 3.5
| 126
| 16
| 56
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -23
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 14
| -25
| 105
| 4
| false
|
Monitor dispersion and breadth
|
P5505
|
Systematic
|
Trust
|
USD
|
2025-08-15
| 1,724,946
| 167,725
| 1,557,221
| 1
| 67.7
| 24.1
| 1.9
| 6.3
|
HYG:33.3%;MUB:33.3%;BRK.B:33.3%
|
US:70.6;EU:6.9;APAC:9.9;EM:8.1;Other:4.6
|
Value:-0.6;Growth:-0.2;Quality:+0.4;Size:-0.6;Momentum:+0.5;LowVol:-0.2
|
NoDerivatives
| 7
| 25
| 4.5
|
hard 12%
| 154
| 19.2
|
Bull
| 17.1
| 4.41
| 3.1
| 113
| 39
| 75
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -15
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 90
| -18
| 178
| 4
| false
|
Tax-aware sells next window
|
P5506
|
Opportunistic
|
Taxable
|
USD
|
2024-07-13
| 1,432,742
| 55,444
| 1,377,298
| 1
| 66.3
| 19.2
| 5.8
| 8.7
|
TSLA:20.9%;MSFT:8.3%;AAPL:14.2%;MUB:18.0%;AMZN:20.9%;XLF:17.8%
|
US:72.0;EU:16.0;APAC:7.9;EM:2.9;Other:1.3
|
Value:-1.0;Growth:-0.5;Quality:+0.3;Size:-0.3;Momentum:+0.6;LowVol:+0.2
|
MaxPos8%
| 10
| 25
| 4.8
|
hard 12%
| 271
| 33.9
|
Bull
| 11.1
| 3.72
| 3.4
| 79
| 32
| 73
| 39
| false
|
Buy
|
Add to core equity +1%
| 16
| -22
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 93
| 12
| 160
| 5
| false
|
Tax-aware sells next window
|
P5507
|
Opportunistic
|
Trust
|
USD
|
2025-02-27
| 789,100
| 62,899
| 726,201
| 1
| 72.4
| 19.7
| 0
| 7.9
|
IEF:19.6%;BND:14.4%;QQQ:22.1%;VTI:22.1%;VOO:21.8%
|
US:66.4;EU:14.9;APAC:9.3;EM:9.2;Other:0.2
|
Value:+1.0;Growth:+0.5;Quality:-0.3;Size:-0.7;Momentum:+0.1;LowVol:-0.4
|
MaxPos6%
| 5
| 25
| 5.3
|
trailing 9%
| 193
| 26.7
|
Bull
| 15.2
| 4.97
| 2.9
| 70
| 95
| 100
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -11
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| -55
| -35
| 70
| 4
| false
|
Tighten stops on momentum names
|
P5508
|
Systematic
|
Taxable
|
USD
|
2025-07-03
| 1,504,899
| 132,062
| 1,372,837
| 1
| 68.4
| 21.6
| 3.3
| 6.7
|
MUB:14.7%;GLD:10.0%;MSFT:21.9%;BND:20.1%;VTI:21.9%;QQQ:11.4%
|
US:65.0;EU:16.8;APAC:5.6;EM:9.1;Other:3.5
|
Value:-0.3;Growth:-0.7;Quality:-0.5;Size:+0.9;Momentum:+0.4;LowVol:+0.2
| null | 5
| 30
| 4.5
|
trailing 9%
| 229
| 22.4
|
Bull
| 12
| 3.63
| 3.3
| 111
| 116
| 99
| 37
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| -16
|
BrokerC
|
VWAP
| 96
| null | null |
Normal monitoring
| -13
| -23
| -33
| 5
| false
|
Increase defensive factor exposure
|
P5509
|
Opportunistic
|
Trust
|
USD
|
2025-11-24
| 1,132,743
| 56,978
| 1,075,765
| 1
| 65.2
| 11.5
| 17.5
| 5.8
|
BRK.B:13.5%;AMZN:20.7%;VNQ:21.1%;VOO:13.6%;MSFT:21.1%;BND:9.9%
|
US:63.0;EU:16.6;APAC:11.5;EM:7.0;Other:1.9
|
Value:-0.9;Growth:+0.7;Quality:+0.8;Size:-0.3;Momentum:-0.2;LowVol:-0.7
|
MaxPos7%;NoDerivatives
| 8
| 25
| 6.9
|
trailing 9%
| 256
| 26.4
|
Bull
| 11.7
| 3.96
| 2.5
| 81
| 117
| 97
| 32
| false
|
NoAction
|
Within bands; monitor
| 9
| -37
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 95
| -9
| 140
| 5
| false
|
Tighten stops on momentum names
|
P5510
|
Opportunistic
|
401k
|
USD
|
2025-07-16
| 1,018,114
| 55,688
| 962,426
| 1
| 69.6
| 21.7
| 4
| 4.7
|
AAPL:23.8%;QQQ:14.8%;VNQ:13.6%;TSLA:23.8%;HYG:23.8%
|
US:60.0;EU:15.1;APAC:12.7;EM:9.5;Other:2.7
|
Value:-0.3;Growth:+0.1;Quality:+0.9;Size:-0.1;Momentum:-0.1;LowVol:+0.4
| null | 10
| 30
| 4.6
|
trailing 9%
| 191
| 32.8
|
Volatile
| 24.5
| 3.97
| 2.3
| 139
| 57
| 92
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -12
| -39
|
BrokerD
|
LMT
| 89
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -14
| -52
| 101
| 5
| false
|
Monitor dispersion and breadth
|
P5511
|
Cautious
|
401k
|
USD
|
2025-03-04
| 645,741
| 85,486
| 560,255
| 1
| 47.8
| 30.5
| 11.7
| 10
|
VNQ:17.7%;BND:11.4%;TLT:18.0%;QQQ:20.5%;HYG:16.9%;GLD:15.6%
|
US:62.5;EU:7.4;APAC:16.4;EM:10.3;Other:3.5
|
Value:+0.4;Growth:+0.3;Quality:+1.0;Size:-0.2;Momentum:-0.5;LowVol:-0.9
|
MaxPos8%;NoMargin
| 10
| 30
| 5.9
|
trailing 8%
| 151
| 16.9
|
Bull
| 15.1
| 4.35
| 3.3
| 88
| 23
| 55
| 40
| false
|
Sell
|
Trim extended winner -1%
| -13
| -10
|
BrokerC
|
MKT
| 98
| null | null |
Normal monitoring
| 74
| 8
| 136
| 5
| false
|
Tax-aware sells next window
|
P5512
|
Active
|
IRA
|
USD
|
2024-10-01
| 2,477,521
| 204,965
| 2,272,556
| 1
| 70
| 20
| 2.5
| 7.6
|
VNQ:15.9%;IEF:28.0%;MUB:28.0%;VOO:28.0%
|
US:58.4;EU:18.8;APAC:13.5;EM:4.6;Other:4.8
|
Value:-0.9;Growth:-0.9;Quality:-0.5;Size:+0.7;Momentum:-1.0;LowVol:+0.5
|
MaxPos8%
| 8
| 25
| 5
|
trailing 9%
| 210
| 25
|
Bull
| 17.7
| 4.88
| 2.7
| 92
| 48
| 64
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| 10
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 64
| -59
| 157
| 3
| false
|
Within IPS guidelines
|
P5513
|
Hands-off
|
Taxable
|
USD
|
2025-11-28
| 474,425
| 20,238
| 454,187
| 1
| 60.8
| 22.8
| 10.1
| 6.3
|
MUB:20.9%;AAPL:20.1%;MSFT:14.7%;VNQ:22.2%;BRK.B:22.2%
|
US:65.6;EU:17.0;APAC:13.1;EM:3.7;Other:0.6
|
Value:-0.6;Growth:-0.3;Quality:-0.7;Size:-0.9;Momentum:-0.2;LowVol:0.0
|
NoDerivatives
| 5
| 30
| 3.5
|
trailing 8%
| 99
| 13.7
|
Bull
| 17.8
| 3.92
| 2.5
| 120
| 66
| 98
| 44
| false
|
Buy
|
Add to core equity +1%
| 16
| -35
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| -16
| -27
| 94
| 4
| false
|
Increase defensive factor exposure
|
P5514
|
Cautious
|
Taxable
|
USD
|
2024-07-29
| 178,262
| 28,338
| 149,924
| 1
| 44.5
| 31.8
| 10.8
| 12.9
|
BND:26.6%;AAPL:26.6%;VNQ:20.2%;AMZN:26.6%
|
US:73.0;EU:10.0;APAC:9.0;EM:3.6;Other:4.5
|
Value:-0.2;Growth:+0.3;Quality:-0.9;Size:-0.8;Momentum:+0.8;LowVol:-0.4
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 7
| 30
| 5.6
|
trailing 8%
| 115
| 12.9
|
Sideways
| 17.5
| 4.67
| 2.1
| 94
| -6
| 44
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -10
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 117
| -22
| 183
| 5
| false
|
Increase defensive factor exposure
|
P5515
|
Hands-off
|
401k
|
USD
|
2024-11-16
| 612,870
| 51,629
| 561,241
| 1
| 58.5
| 24.7
| 9.3
| 7.5
|
VNQ:34.3%;GLD:31.4%;TSLA:34.3%
|
US:68.2;EU:17.9;APAC:7.4;EM:4.6;Other:1.9
|
Value:+0.8;Growth:-0.2;Quality:+0.7;Size:+0.9;Momentum:-0.9;LowVol:-0.4
|
ESGOnly;NoDerivatives
| 6
| 35
| 4.7
|
hard 10%
| 110
| 15.7
|
Bear
| 26.8
| 3.06
| 1.9
| 209
| -31
| 35
| 65
| false
|
Buy
|
Add to core equity +1%
| 25
| 1
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| 55
| -24
| 177
| 3
| false
|
Within IPS guidelines
|
P5516
|
Hands-off
|
Roth
|
USD
|
2024-10-29
| 573,903
| 40,752
| 533,151
| 1
| 63.7
| 25.1
| 4.3
| 6.9
|
BND:33.3%;HYG:33.3%;VNQ:33.3%
|
US:74.2;EU:9.2;APAC:8.4;EM:4.4;Other:3.7
|
Value:+0.5;Growth:-0.1;Quality:+0.2;Size:+0.3;Momentum:+0.4;LowVol:-0.1
|
MaxPos7%;NoDerivatives
| 6
| 30
| 4.5
|
trailing 8%
| 107
| 18.9
|
Bull
| 12.5
| 4.38
| 2.7
| 100
| 38
| 62
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -39
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 92
| -48
| 112
| 3
| false
|
Monitor dispersion and breadth
|
P5517
|
Opportunistic
|
Taxable
|
USD
|
2025-08-18
| 1,147,524
| 42,987
| 1,104,537
| 1
| 65.8
| 18.4
| 7
| 8.9
|
MUB:25.0%;MSFT:25.0%;IEF:24.9%;TSLA:25.0%
|
US:58.4;EU:16.2;APAC:12.4;EM:10.4;Other:2.6
|
Value:+0.9;Growth:-0.1;Quality:+0.5;Size:-0.6;Momentum:+0.3;LowVol:-0.5
|
NoDerivatives
| 5
| 30
| 6.6
|
trailing 7%
| 194
| 27.3
|
Volatile
| 30.8
| 4.85
| 4
| 178
| 16
| 56
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 19
| -6
|
BrokerA
|
MKT
| 99
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 66
| -57
| 138
| 3
| false
|
Tighten stops on momentum names
|
P5518
|
Active
|
Trust
|
USD
|
2025-10-14
| 2,479,630
| 198,174
| 2,281,456
| 1
| 58.3
| 28.9
| 4.4
| 8.4
|
AMZN:24.6%;MSFT:23.7%;MUB:17.0%;BRK.B:10.1%;IEF:24.6%
|
US:72.2;EU:7.7;APAC:11.9;EM:4.3;Other:3.9
|
Value:+0.3;Growth:+0.9;Quality:0.0;Size:+0.1;Momentum:+0.4;LowVol:-1.0
|
MaxPos7%
| 7
| 25
| 4.3
|
trailing 9%
| 196
| 25.3
|
Volatile
| 28.7
| 4.92
| 4.4
| 155
| -58
| 28
| 67
| false
|
Sell
|
Trim extended winner -1%
| 20
| -18
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| -18
| 3
| -37
| 5
| false
|
Monitor dispersion and breadth
|
P5519
|
Active
|
401k
|
USD
|
2025-01-17
| 1,796,088
| 181,627
| 1,614,461
| 1.11
| 61
| 29.9
| 0
| 9.1
|
TSLA:25.0%;VNQ:25.0%;QQQ:25.0%;HYG:25.0%
|
US:67.3;EU:6.3;APAC:13.5;EM:8.9;Other:4.0
|
Value:+0.2;Growth:+0.2;Quality:+0.6;Size:-0.1;Momentum:+1.0;LowVol:0.0
|
MaxPos6%
| 6
| 25
| 5.6
|
hard 12%
| 153
| 18.1
|
Bull
| 15.9
| 3.99
| 2.5
| 73
| 76
| 80
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -35
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| 55
| -2
| 178
| 4
| false
|
Tighten stops on momentum names
|
P5520
|
Cautious
|
Taxable
|
USD
|
2024-12-28
| 539,990
| 84,794
| 455,196
| 1
| 49.9
| 31.4
| 3.8
| 14.9
|
VOO:27.8%;VNQ:27.8%;BND:27.8%;VTI:16.7%
|
US:63.3;EU:12.8;APAC:16.8;EM:4.7;Other:2.5
|
Value:-0.9;Growth:+0.1;Quality:-0.3;Size:-0.1;Momentum:+0.4;LowVol:-1.0
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 5.9
|
hard 10%
| 144
| 13.7
|
Sideways
| 19.7
| 4.08
| 3.2
| 140
| 41
| 56
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| 3
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 37
| 3
| 113
| 4
| false
|
Monitor dispersion and breadth
|
P5521
|
Active
|
Taxable
|
USD
|
2025-02-27
| 717,031
| 61,338
| 655,693
| 1
| 58.1
| 31
| 1.6
| 9.3
|
MUB:22.5%;QQQ:15.1%;XLF:21.0%;IEF:22.5%;BND:19.0%
|
US:69.8;EU:11.8;APAC:8.1;EM:7.9;Other:2.4
|
Value:+0.2;Growth:-0.7;Quality:-0.6;Size:-0.6;Momentum:+0.8;LowVol:+0.7
| null | 8
| 30
| 5.2
|
trailing 9%
| 136
| 18.6
|
Volatile
| 20
| 5.28
| 2.1
| 173
| 9
| 49
| 60
| false
|
Buy
|
Add to core equity +1%
| 30
| -11
|
BrokerD
|
LMT
| 87
| null | null |
Normal monitoring
| 17
| -9
| 12
| 3
| false
|
Monitor dispersion and breadth
|
P5522
|
Opportunistic
|
Trust
|
USD
|
2024-10-03
| 1,225,531
| 74,690
| 1,150,841
| 1
| 71.3
| 13.9
| 7.6
| 7.3
|
XLF:34.4%;MSFT:31.2%;IEF:34.4%
|
US:62.7;EU:13.4;APAC:12.0;EM:9.7;Other:2.1
|
Value:+0.8;Growth:-0.2;Quality:+0.8;Size:+0.5;Momentum:+0.7;LowVol:+0.8
|
MaxPos7%
| 5
| 25
| 6.5
|
hard 12%
| 254
| 26.6
|
Volatile
| 25.9
| 5.16
| 3.3
| 128
| -19
| 40
| 77
| true
|
Rebalance
|
Rebalance back to target bands
| 34
| -7
|
BrokerA
|
MKT
| 89
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -45
| -25
| -29
| 2
| false
|
Increase defensive factor exposure
|
P5523
|
Hands-off
|
Taxable
|
USD
|
2025-12-19
| 230,137
| 15,375
| 214,762
| 1
| 56.3
| 20.9
| 15.8
| 7
|
VNQ:24.9%;GLD:24.9%;AMZN:12.8%;AAPL:24.9%;VTI:12.4%
|
US:68.9;EU:11.2;APAC:7.4;EM:9.8;Other:2.7
|
Value:-0.4;Growth:-0.6;Quality:+0.8;Size:+0.3;Momentum:+0.9;LowVol:+0.1
|
ESGOnly
| 8
| 35
| 3.5
|
trailing 10%
| 145
| 18.1
|
Bull
| 12.2
| 4.96
| 3
| 96
| 80
| 97
| 48
| false
|
Buy
|
Add to core equity +1%
| 25
| 15
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| -38
| -49
| 16
| 5
| false
|
Increase defensive factor exposure
|
P5524
|
Hands-off
|
Trust
|
USD
|
2025-12-06
| 301,567
| 13,793
| 287,774
| 1
| 63.6
| 27.2
| 1
| 8.1
|
QQQ:10.7%;MUB:11.6%;GLD:20.4%;MSFT:20.4%;TSLA:18.4%;VNQ:18.5%
|
US:68.6;EU:9.0;APAC:11.6;EM:10.7;Other:0.0
|
Value:-0.0;Growth:-0.6;Quality:+0.6;Size:-0.2;Momentum:-0.3;LowVol:+0.7
|
NoDerivatives
| 8
| 30
| 3.3
|
trailing 8%
| 162
| 12.7
|
Bull
| 12.3
| 4.54
| 2.7
| 111
| 20
| 72
| 34
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -25
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 22
| -1
| 44
| 3
| false
|
Tax-aware sells next window
|
P5525
|
Systematic
|
Roth
|
USD
|
2025-07-27
| 1,452,452
| 59,721
| 1,392,731
| 1
| 64.5
| 27.6
| 0
| 7.9
|
BRK.B:16.1%;AMZN:18.1%;VTI:13.2%;VOO:21.3%;MSFT:9.9%;BND:21.3%
|
US:67.3;EU:15.3;APAC:5.8;EM:7.4;Other:4.3
|
Value:+0.9;Growth:-0.7;Quality:-0.1;Size:+0.4;Momentum:-0.1;LowVol:-0.4
|
NoDerivatives
| 7
| 35
| 4.6
|
trailing 8%
| 193
| 25.4
|
Bull
| 13.4
| 4.71
| 2.4
| 89
| 26
| 59
| 41
| false
|
NoAction
|
Within bands; monitor
| 17
| 2
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 110
| -49
| 108
| 3
| false
|
Within IPS guidelines
|
P5526
|
Opportunistic
|
Trust
|
USD
|
2025-08-23
| 755,662
| 37,486
| 718,176
| 1
| 65
| 11.4
| 14.8
| 8.9
|
MSFT:20.7%;QQQ:21.1%;BRK.B:12.1%;AMZN:13.1%;IEF:21.1%;TLT:11.8%
|
US:70.6;EU:8.7;APAC:11.2;EM:6.5;Other:2.9
|
Value:+0.8;Growth:+0.6;Quality:-0.8;Size:-0.6;Momentum:-0.7;LowVol:+0.5
| null | 8
| 35
| 6
|
hard 12%
| 181
| 26.9
|
Bear
| 31
| 4.4
| 1.3
| 143
| -31
| 37
| 87
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| -9
|
BrokerD
|
MKT
| 90
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -29
| -58
| 82
| 3
| false
|
Tighten stops on momentum names
|
P5527
|
Cautious
|
Trust
|
USD
|
2025-05-01
| 297,554
| 31,860
| 265,694
| 1
| 42.1
| 43.3
| 0
| 14.6
|
MSFT:33.3%;VNQ:33.3%;MUB:33.3%
|
US:62.9;EU:14.3;APAC:11.9;EM:7.5;Other:3.3
|
Value:-0.1;Growth:+0.9;Quality:-0.0;Size:-0.3;Momentum:-0.4;LowVol:+0.2
|
ESGOnly;NoMargin
| 10
| 30
| 3.7
|
trailing 8%
| 98
| 14.1
|
Sideways
| 15
| 4.99
| 3.1
| 123
| 32
| 81
| 37
| false
|
Sell
|
Trim extended winner -1%
| 9
| -6
|
BrokerB
|
VWAP
| 90
| null | null |
Normal monitoring
| 90
| -7
| 180
| 3
| false
|
Tax-aware sells next window
|
P5528
|
Systematic
|
Taxable
|
USD
|
2025-09-24
| 1,477,260
| 97,318
| 1,379,942
| 1
| 58.7
| 30.2
| 5.8
| 5.2
|
XLF:21.9%;BND:18.4%;MSFT:21.9%;AMZN:15.8%;QQQ:21.9%
|
US:74.9;EU:10.1;APAC:8.1;EM:6.8;Other:0.0
|
Value:-0.9;Growth:+0.3;Quality:+0.2;Size:-0.3;Momentum:+0.6;LowVol:+0.2
| null | 10
| 30
| 4.3
|
trailing 8%
| 156
| 22.6
|
Sideways
| 20.4
| 3.64
| 3.1
| 105
| 18
| 65
| 47
| false
|
NoAction
|
Within bands; monitor
| -1
| -34
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 54
| -30
| 157
| 3
| false
|
Within IPS guidelines
|
P5529
|
Cautious
|
401k
|
USD
|
2024-09-01
| 413,706
| 55,767
| 357,939
| 1
| 46.7
| 38.2
| 0
| 15.1
|
IEF:12.4%;TLT:21.5%;MUB:22.6%;GLD:22.6%;BND:12.8%;MSFT:8.0%
|
US:73.6;EU:6.6;APAC:11.5;EM:7.6;Other:0.7
|
Value:-0.3;Growth:-0.4;Quality:-0.2;Size:+0.6;Momentum:+0.2;LowVol:-0.3
|
ESGOnly;NoMargin
| 5
| 25
| 4.8
|
trailing 8%
| 152
| 16.3
|
Sideways
| 16.8
| 3.96
| 2.2
| 101
| 17
| 68
| 33
| true
|
Rebalance
|
Rebalance back to target bands
| 14
| -10
|
BrokerD
|
LMT
| 86
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 51
| 8
| 45
| 4
| false
|
Tax-aware sells next window
|
P5530
|
Hands-off
|
IRA
|
USD
|
2025-12-03
| 582,656
| 45,035
| 537,621
| 1
| 70.6
| 24.3
| 0
| 5.1
|
VNQ:36.1%;XLF:27.7%;HYG:36.1%
|
US:67.7;EU:14.5;APAC:6.3;EM:8.3;Other:3.2
|
Value:-0.0;Growth:-0.0;Quality:-0.6;Size:-0.9;Momentum:+0.2;LowVol:-0.8
|
ESGOnly;NoDerivatives
| 7
| 25
| 4.1
|
hard 10%
| 129
| 16.1
|
Sideways
| 16.3
| 3.96
| 3.3
| 101
| -20
| 34
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -21
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 90
| -17
| 206
| 5
| false
|
Within IPS guidelines
|
P5531
|
Cautious
|
Trust
|
USD
|
2024-07-30
| 640,385
| 51,680
| 588,705
| 1
| 42.7
| 34.1
| 9.8
| 13.4
|
AAPL:7.9%;TLT:16.9%;VOO:21.4%;XLF:21.4%;QQQ:10.9%;BND:21.4%
|
US:62.8;EU:15.0;APAC:12.9;EM:6.0;Other:3.2
|
Value:-0.2;Growth:+0.9;Quality:-0.6;Size:+0.4;Momentum:+0.9;LowVol:+0.1
|
MaxPos5%;NoDerivatives;NoMargin
| 8
| 30
| 3.3
|
trailing 8%
| 158
| 15.9
|
Bear
| 29.7
| 3.67
| 1.4
| 162
| -112
| 5
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -23
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 45
| -15
| 64
| 5
| false
|
Tighten stops on momentum names
|
P5532
|
Active
|
Trust
|
USD
|
2025-09-07
| 1,244,036
| 83,327
| 1,160,709
| 1
| 66.4
| 25.4
| 0
| 8.2
|
GLD:35.8%;TSLA:35.8%;IEF:28.5%
|
US:60.2;EU:15.8;APAC:13.2;EM:6.6;Other:4.3
|
Value:-0.8;Growth:-0.1;Quality:-0.8;Size:+0.5;Momentum:+0.9;LowVol:+0.7
| null | 10
| 25
| 5.7
|
trailing 9%
| 212
| 21.1
|
Volatile
| 20.9
| 4.7
| 4.4
| 169
| 12
| 57
| 63
| false
|
Sell
|
Trim extended winner -1%
| 26
| -12
|
BrokerB
|
VWAP
| 88
| null | null |
Normal monitoring
| 34
| -22
| -4
| 4
| false
|
Tighten stops on momentum names
|
P5533
|
Opportunistic
|
IRA
|
USD
|
2025-05-17
| 973,265
| 29,543
| 943,722
| 1
| 77.2
| 10.4
| 6.9
| 5.5
|
MSFT:18.6%;VTI:13.0%;TLT:20.8%;VNQ:9.6%;QQQ:17.1%;XLF:20.8%
|
US:60.2;EU:17.0;APAC:13.4;EM:6.7;Other:2.6
|
Value:+0.7;Growth:+0.3;Quality:+0.6;Size:-0.1;Momentum:-0.6;LowVol:+0.5
| null | 8
| 35
| 6.6
|
trailing 7%
| 260
| 27.2
|
Bull
| 14.7
| 4.93
| 3.4
| 91
| 115
| 93
| 48
| false
|
Sell
|
Trim extended winner -1%
| -13
| -9
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 19
| -8
| 141
| 3
| false
|
Monitor dispersion and breadth
|
P5534
|
Cautious
|
Taxable
|
USD
|
2025-10-20
| 552,473
| 72,422
| 480,051
| 1
| 44.3
| 37.1
| 2.4
| 16.2
|
MUB:33.3%;GLD:33.3%;QQQ:33.3%
|
US:59.4;EU:18.9;APAC:10.3;EM:11.3;Other:0.0
|
Value:0.0;Growth:+0.9;Quality:-0.3;Size:-0.4;Momentum:-0.1;LowVol:-1.0
|
ESGOnly;NoMargin
| 10
| 25
| 4.2
|
hard 10%
| 118
| 18
|
Bull
| 16.5
| 4.96
| 2.2
| 94
| 62
| 83
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -6
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| -36
| -31
| -25
| 5
| false
|
Increase defensive factor exposure
|
P5535
|
Cautious
|
401k
|
USD
|
2025-09-17
| 527,626
| 74,941
| 452,685
| 1
| 37.9
| 40.1
| 10.1
| 11.9
|
VTI:22.5%;GLD:25.8%;AMZN:25.8%;TSLA:25.8%
|
US:69.2;EU:7.8;APAC:12.0;EM:8.7;Other:2.2
|
Value:-0.2;Growth:+0.5;Quality:-0.5;Size:-0.4;Momentum:+0.3;LowVol:+0.3
|
ESGOnly;NoMargin
| 6
| 35
| 5.3
|
trailing 8%
| 161
| 13.9
|
Bull
| 15.4
| 3.5
| 2.3
| 94
| 83
| 87
| 37
| false
|
Buy
|
Add to core equity +1%
| 17
| 15
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| 23
| -28
| 160
| 4
| false
|
Monitor dispersion and breadth
|
P5536
|
Active
|
401k
|
USD
|
2025-01-27
| 1,755,224
| 140,278
| 1,614,946
| 1.12
| 65.8
| 26
| 0
| 8.2
|
MUB:33.3%;AAPL:33.3%;XLF:33.3%
|
US:59.8;EU:15.8;APAC:13.8;EM:10.2;Other:0.4
|
Value:-1.0;Growth:-0.5;Quality:+0.2;Size:0.0;Momentum:-0.6;LowVol:-0.2
| null | 6
| 35
| 5
|
hard 12%
| 122
| 18.5
|
Volatile
| 22.3
| 3.72
| 2.1
| 130
| 43
| 72
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| 10
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| -27
| -31
| 4
| 4
| false
|
Within IPS guidelines
|
P5537
|
Opportunistic
|
401k
|
USD
|
2025-05-20
| 508,792
| 45,475
| 463,317
| 1
| 68.8
| 16.5
| 9.6
| 5.1
|
MSFT:27.9%;MUB:27.9%;BRK.B:27.9%;VNQ:16.2%
|
US:51.3;EU:19.1;APAC:13.4;EM:11.5;Other:4.7
|
Value:-0.5;Growth:+0.8;Quality:-0.7;Size:+0.3;Momentum:+0.6;LowVol:+0.4
|
MaxPos7%
| 5
| 30
| 5.3
|
trailing 7%
| 230
| 26.8
|
Sideways
| 19.5
| 4.74
| 2.2
| 96
| -22
| 32
| 66
| false
|
NoAction
|
Within bands; monitor
| 24
| -33
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -52
| 1
| 28
| 5
| false
|
Within IPS guidelines
|
P5538
|
Hands-off
|
IRA
|
USD
|
2025-03-05
| 158,372
| 13,146
| 145,226
| 1
| 58.4
| 22.7
| 12.4
| 6.5
|
QQQ:17.7%;HYG:11.5%;BND:14.0%;VTI:20.5%;TSLA:20.5%;MSFT:15.8%
|
US:69.1;EU:6.7;APAC:7.4;EM:11.3;Other:5.5
|
Value:-0.1;Growth:+0.4;Quality:-0.8;Size:-0.5;Momentum:+0.1;LowVol:+0.9
|
MaxPos5%
| 8
| 30
| 5.9
|
trailing 8%
| 137
| 13.4
|
Volatile
| 27.8
| 3.82
| 2.7
| 124
| 15
| 72
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| -36
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 85
| -2
| 173
| 5
| false
|
Monitor dispersion and breadth
|
P5539
|
Opportunistic
|
Trust
|
USD
|
2025-04-23
| 1,222,414
| 46,651
| 1,175,763
| 1
| 60.7
| 20
| 10.4
| 8.9
|
VOO:33.3%;QQQ:33.3%;AAPL:33.3%
|
US:67.2;EU:9.7;APAC:16.3;EM:5.9;Other:0.8
|
Value:-0.4;Growth:+0.2;Quality:+0.8;Size:-0.8;Momentum:+0.2;LowVol:-0.4
| null | 7
| 25
| 6.9
|
trailing 7%
| 223
| 24.8
|
Bear
| 33.5
| 4.1
| 1.8
| 162
| -12
| 44
| 92
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| -21
|
BrokerA
|
LMT
| 92
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -48
| -32
| -45
| 2
| false
|
Within IPS guidelines
|
P5540
|
Systematic
|
401k
|
USD
|
2025-12-24
| 1,841,055
| 101,505
| 1,739,550
| 1
| 57.9
| 26.1
| 9.6
| 6.3
|
VNQ:17.9%;VTI:13.7%;MUB:22.8%;BRK.B:22.8%;HYG:22.8%
|
US:76.1;EU:5.4;APAC:5.5;EM:11.1;Other:2.0
|
Value:-0.4;Growth:-0.4;Quality:+0.3;Size:+0.3;Momentum:-0.5;LowVol:+0.7
|
MaxPos5%
| 5
| 35
| 4.4
|
trailing 9%
| 212
| 27
|
Volatile
| 21.8
| 5.32
| 2
| 125
| 37
| 75
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 0
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| 105
| -36
| 190
| 4
| false
|
Increase defensive factor exposure
|
P5541
|
Opportunistic
|
Roth
|
USD
|
2025-01-26
| 703,961
| 54,901
| 649,060
| 1
| 66.5
| 19.6
| 6.1
| 7.8
|
AMZN:19.3%;QQQ:20.4%;AAPL:10.4%;XLF:19.5%;HYG:13.2%;TSLA:17.3%
|
US:71.2;EU:8.2;APAC:13.3;EM:4.2;Other:3.2
|
Value:+0.9;Growth:+0.8;Quality:+0.9;Size:-0.1;Momentum:-0.9;LowVol:+0.2
|
MaxPos7%
| 10
| 30
| 6.8
|
hard 12%
| 198
| 34.6
|
Bull
| 12.4
| 4.26
| 2.7
| 94
| 47
| 59
| 48
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -14
| -9
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 48
| -2
| 40
| 4
| false
|
Monitor dispersion and breadth
|
P5542
|
Hands-off
|
IRA
|
USD
|
2025-09-30
| 733,935
| 34,300
| 699,635
| 1
| 58.1
| 23.6
| 11
| 7.3
|
QQQ:33.3%;AAPL:33.3%;TLT:33.3%
|
US:70.8;EU:17.6;APAC:6.3;EM:4.7;Other:0.6
|
Value:+0.4;Growth:-0.4;Quality:-1.0;Size:+0.5;Momentum:+0.7;LowVol:-0.4
|
ESGOnly
| 6
| 35
| 5
|
trailing 8%
| 168
| 16.7
|
Volatile
| 28.2
| 4.75
| 2.4
| 121
| 19
| 54
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| -1
| -6
|
BrokerC
|
LMT
| 96
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 43
| 19
| 16
| 2
| false
|
Tighten stops on momentum names
|
P5543
|
Active
|
Roth
|
USD
|
2024-10-07
| 1,817,219
| 191,479
| 1,625,740
| 1.15
| 66.4
| 28.5
| 0
| 5
|
VTI:25.0%;MSFT:25.0%;GLD:25.0%;AAPL:25.0%
|
US:70.1;EU:6.2;APAC:9.1;EM:11.7;Other:2.9
|
Value:+0.1;Growth:+0.5;Quality:-0.7;Size:+0.5;Momentum:+0.7;LowVol:-0.7
| null | 7
| 25
| 4.9
|
trailing 9%
| 164
| 19.1
|
Bull
| 15.2
| 4.56
| 3.5
| 76
| 12
| 71
| 52
| false
|
Sell
|
Trim extended winner -1%
| 28
| -5
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 108
| -47
| 182
| 3
| false
|
Within IPS guidelines
|
P5544
|
Opportunistic
|
IRA
|
USD
|
2025-01-04
| 789,973
| 57,630
| 732,343
| 1
| 60.8
| 21.7
| 11.8
| 5.7
|
VOO:17.8%;MSFT:14.9%;TSLA:16.9%;GLD:12.7%;AMZN:17.4%;VNQ:20.3%
|
US:68.4;EU:15.6;APAC:9.9;EM:3.6;Other:2.5
|
Value:+0.1;Growth:-0.2;Quality:+0.6;Size:-0.9;Momentum:+0.4;LowVol:-0.3
| null | 7
| 30
| 4.7
|
hard 12%
| 251
| 24.2
|
Bull
| 17.8
| 3.73
| 3.1
| 76
| 43
| 68
| 47
| false
|
Sell
|
Trim extended winner -1%
| 32
| 8
|
BrokerA
|
VWAP
| 92
| null | null |
Normal monitoring
| 103
| 11
| 82
| 3
| false
|
Tax-aware sells next window
|
P5545
|
Active
|
Trust
|
USD
|
2025-01-19
| 2,007,977
| 199,235
| 1,808,742
| 1.17
| 67.2
| 20.9
| 2.1
| 9.8
|
VTI:22.6%;AMZN:13.8%;VNQ:22.6%;MSFT:18.3%;BRK.B:22.6%
|
US:75.0;EU:11.0;APAC:6.6;EM:3.1;Other:4.4
|
Value:+0.9;Growth:+0.8;Quality:+1.0;Size:+0.5;Momentum:+0.8;LowVol:+0.8
| null | 6
| 35
| 5.3
|
hard 12%
| 132
| 24.3
|
Volatile
| 20.2
| 5.33
| 2.1
| 130
| 80
| 100
| 65
| false
|
Sell
|
Trim extended winner -1%
| -10
| 1
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| -9
| -8
| 113
| 4
| false
|
Within IPS guidelines
|
P5546
|
Opportunistic
|
401k
|
USD
|
2025-06-25
| 712,007
| 44,476
| 667,531
| 1.22
| 66.9
| 18.8
| 6.4
| 8
|
MSFT:14.4%;TLT:15.7%;GLD:21.6%;MUB:13.0%;HYG:13.6%;VNQ:21.6%
|
US:72.1;EU:13.4;APAC:7.5;EM:4.9;Other:2.0
|
Value:0.0;Growth:+0.4;Quality:-0.9;Size:+0.3;Momentum:+0.3;LowVol:-0.3
|
NoDerivatives
| 7
| 30
| 5.6
|
trailing 9%
| 167
| 22.1
|
Sideways
| 19.2
| 4.98
| 3.1
| 120
| 25
| 48
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| 14
|
BrokerA
|
VWAP
| 96
| null | null |
Normal monitoring
| 12
| -6
| -14
| 3
| false
|
Increase defensive factor exposure
|
P5547
|
Opportunistic
|
Roth
|
USD
|
2025-03-29
| 1,007,974
| 32,405
| 975,569
| 1
| 62.6
| 11.3
| 20.8
| 5.3
|
VOO:23.1%;BRK.B:23.1%;IEF:23.1%;GLD:7.5%;VTI:23.1%
|
US:60.3;EU:18.7;APAC:7.1;EM:11.7;Other:2.2
|
Value:+0.7;Growth:-1.0;Quality:-0.9;Size:-0.7;Momentum:+0.5;LowVol:+0.1
| null | 5
| 25
| 4.8
|
hard 12%
| 240
| 29.1
|
Volatile
| 22.7
| 4.63
| 2.6
| 117
| -41
| 22
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -21
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 60
| -42
| 179
| 4
| false
|
Monitor dispersion and breadth
|
P5548
|
Active
|
401k
|
USD
|
2025-06-08
| 2,333,715
| 267,617
| 2,066,098
| 1
| 50.5
| 27.5
| 13.5
| 8.5
|
QQQ:27.5%;IEF:27.5%;VNQ:27.5%;VOO:17.5%
|
US:67.1;EU:16.9;APAC:11.8;EM:3.7;Other:0.5
|
Value:-0.3;Growth:-0.2;Quality:+0.4;Size:-0.3;Momentum:-0.2;LowVol:-0.4
|
NoDerivatives
| 6
| 35
| 5.9
|
trailing 9%
| 140
| 27.3
|
Volatile
| 23.7
| 4.7
| 2.7
| 113
| 74
| 75
| 54
| false
|
NoAction
|
Within bands; monitor
| 13
| -21
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -6
| -37
| 65
| 3
| false
|
Increase defensive factor exposure
|
P5549
|
Hands-off
|
IRA
|
USD
|
2024-08-17
| 854,292
| 64,763
| 789,529
| 1
| 74.5
| 15.7
| 4.7
| 5.1
|
QQQ:36.2%;BND:27.6%;VNQ:36.2%
|
US:68.9;EU:9.3;APAC:14.3;EM:4.4;Other:3.2
|
Value:+0.7;Growth:-1.0;Quality:+0.2;Size:-0.1;Momentum:+0.9;LowVol:-0.6
| null | 6
| 25
| 4.3
|
hard 10%
| 109
| 15.5
|
Sideways
| 16.6
| 3.72
| 2.6
| 135
| -2
| 39
| 63
| false
|
Buy
|
Add to core equity +1%
| 4
| -33
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| -41
| -31
| 34
| 3
| false
|
Within IPS guidelines
|
P5550
|
Hands-off
|
Taxable
|
USD
|
2025-10-07
| 548,898
| 40,843
| 508,055
| 1
| 70.7
| 20.5
| 0
| 8.8
|
QQQ:24.9%;XLF:24.9%;TSLA:18.9%;IEF:14.3%;AAPL:17.2%
|
US:65.5;EU:9.8;APAC:11.9;EM:9.1;Other:3.7
|
Value:-0.6;Growth:+0.3;Quality:+0.7;Size:-0.0;Momentum:+0.9;LowVol:-0.1
|
ESGOnly
| 7
| 35
| 5.3
|
trailing 8%
| 145
| 12.8
|
Volatile
| 20.9
| 4.69
| 3.6
| 152
| -25
| 26
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| -2
| -35
|
BrokerD
|
LMT
| 86
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 63
| -20
| 77
| 4
| false
|
Tax-aware sells next window
|
P5551
|
Hands-off
|
Roth
|
USD
|
2025-01-14
| 649,399
| 48,011
| 601,388
| 1
| 55.1
| 24.3
| 13.6
| 7
|
VNQ:36.2%;XLF:27.6%;IEF:36.2%
|
US:65.1;EU:13.3;APAC:9.8;EM:9.8;Other:2.1
|
Value:+0.5;Growth:+0.9;Quality:-0.9;Size:+0.1;Momentum:-0.0;LowVol:-0.4
|
MaxPos5%
| 6
| 35
| 5.8
|
hard 10%
| 119
| 14.8
|
Bull
| 16.6
| 4.88
| 3.4
| 119
| 52
| 89
| 42
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 31
| -28
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| -33
| -37
| -72
| 4
| false
|
Increase defensive factor exposure
|
P5552
|
Hands-off
|
Roth
|
USD
|
2025-05-12
| 419,459
| 34,984
| 384,475
| 1
| 73.4
| 21.2
| 0
| 5.5
|
VOO:25.9%;VNQ:25.9%;MSFT:25.0%;IEF:23.2%
|
US:65.1;EU:17.2;APAC:11.4;EM:4.8;Other:1.6
|
Value:-0.3;Growth:+0.1;Quality:-0.9;Size:-0.6;Momentum:0.0;LowVol:+0.5
|
MaxPos6%
| 6
| 25
| 4.6
|
trailing 10%
| 164
| 19
|
Bull
| 14
| 3.85
| 3.1
| 72
| 30
| 73
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -18
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| 111
| -34
| 172
| 4
| false
|
Within IPS guidelines
|
P5553
|
Cautious
|
401k
|
USD
|
2025-04-25
| 856,588
| 74,331
| 782,257
| 1
| 45.5
| 40
| 0
| 14.6
|
TLT:19.7%;MSFT:21.7%;TSLA:18.9%;VOO:9.0%;AAPL:21.7%;HYG:8.9%
|
US:68.6;EU:10.4;APAC:14.2;EM:6.1;Other:0.7
|
Value:+0.9;Growth:+0.8;Quality:-0.1;Size:-0.1;Momentum:+0.3;LowVol:+0.4
|
ESGOnly;MaxPos6%;NoMargin
| 6
| 30
| 3.7
|
trailing 8%
| 145
| 18.8
|
Bull
| 12.6
| 4.13
| 3
| 88
| 40
| 72
| 36
| false
|
Sell
|
Trim extended winner -1%
| 5
| -17
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 86
| -60
| 65
| 5
| false
|
Tax-aware sells next window
|
P5554
|
Cautious
|
IRA
|
USD
|
2025-03-14
| 258,064
| 24,579
| 233,485
| 1
| 51.1
| 35.2
| 0
| 13.7
|
VTI:20.4%;TSLA:20.4%;MSFT:7.7%;VNQ:16.3%;HYG:17.2%;BRK.B:18.0%
|
US:62.6;EU:14.4;APAC:12.3;EM:8.9;Other:1.7
|
Value:-0.1;Growth:+0.1;Quality:0.0;Size:-0.8;Momentum:-0.3;LowVol:+0.9
|
ESGOnly;NoMargin
| 7
| 25
| 4.1
|
trailing 8%
| 125
| 17.2
|
Bear
| 32.1
| 3.46
| 2.4
| 148
| -104
| 6
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -6
| 7
|
BrokerB
|
MKT
| 89
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 53
| -54
| 82
| 4
| false
|
Tighten stops on momentum names
|
P5555
|
Opportunistic
|
Taxable
|
USD
|
2025-09-16
| 658,449
| 50,868
| 607,581
| 1
| 64.6
| 14.6
| 12.6
| 8.2
|
BND:28.0%;MUB:16.0%;QQQ:28.0%;GLD:28.0%
|
US:60.7;EU:13.3;APAC:14.9;EM:6.5;Other:4.6
|
Value:+0.6;Growth:-0.8;Quality:-0.1;Size:+0.4;Momentum:-0.8;LowVol:-0.9
|
MaxPos7%
| 10
| 25
| 5
|
hard 12%
| 236
| 20.9
|
Bear
| 23.3
| 3.6
| 2.7
| 189
| -98
| 5
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 22
| -28
|
BrokerD
|
VWAP
| 95
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 62
| 5
| 62
| 5
| false
|
Tax-aware sells next window
|
P5556
|
Hands-off
|
Roth
|
USD
|
2024-10-15
| 449,722
| 31,336
| 418,386
| 1
| 66
| 25.8
| 0
| 8.2
|
VTI:9.1%;IEF:20.3%;AMZN:19.1%;TLT:19.8%;QQQ:13.4%;MUB:18.3%
|
US:68.7;EU:15.4;APAC:10.5;EM:4.4;Other:1.1
|
Value:+0.1;Growth:+0.5;Quality:+0.7;Size:+0.6;Momentum:+0.1;LowVol:-0.3
|
MaxPos8%
| 6
| 25
| 3.2
|
trailing 8%
| 116
| 12.2
|
Volatile
| 27
| 5.18
| 3.3
| 128
| 62
| 84
| 69
| true
|
Hedge
|
Buy index puts 1% notional
| -12
| 7
|
BrokerD
|
MKT
| 93
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 58
| 14
| 50
| 3
| false
|
Within IPS guidelines
|
P5557
|
Opportunistic
|
401k
|
USD
|
2024-12-02
| 625,232
| 48,448
| 576,784
| 1
| 61.3
| 14.1
| 16.7
| 7.9
|
TSLA:28.0%;AAPL:27.7%;VTI:20.5%;HYG:23.9%
|
US:74.7;EU:6.2;APAC:6.8;EM:11.2;Other:1.1
|
Value:+0.4;Growth:-0.4;Quality:+0.6;Size:-0.4;Momentum:+0.3;LowVol:-0.1
|
NoDerivatives
| 8
| 35
| 4.6
|
hard 12%
| 275
| 21
|
Sideways
| 19.4
| 4.08
| 3.1
| 107
| 22
| 66
| 46
| false
|
Sell
|
Trim extended winner -1%
| 24
| -20
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 112
| 1
| 106
| 5
| false
|
Increase defensive factor exposure
|
P5558
|
Hands-off
|
Roth
|
USD
|
2025-07-18
| 839,673
| 52,765
| 786,908
| 1
| 66.5
| 23.3
| 3
| 7.2
|
XLF:33.3%;VOO:33.3%;TLT:33.3%
|
US:59.5;EU:11.6;APAC:12.6;EM:13.1;Other:3.3
|
Value:-0.6;Growth:-0.7;Quality:+0.1;Size:+0.5;Momentum:+0.7;LowVol:-0.7
|
MaxPos7%
| 10
| 35
| 5.6
|
hard 10%
| 120
| 16
|
Sideways
| 14.7
| 4.59
| 3.3
| 118
| 50
| 79
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -2
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| -47
| -32
| 68
| 3
| false
|
Monitor dispersion and breadth
|
P5559
|
Active
|
Roth
|
USD
|
2025-08-14
| 1,426,201
| 143,617
| 1,282,584
| 1.16
| 63.5
| 30
| 0
| 6.6
|
HYG:20.3%;GLD:14.3%;AMZN:18.1%;TSLA:20.8%;QQQ:19.0%;VNQ:7.6%
|
US:60.9;EU:12.5;APAC:11.9;EM:11.8;Other:2.9
|
Value:-0.7;Growth:-0.8;Quality:0.0;Size:-0.8;Momentum:+0.7;LowVol:-0.3
|
MaxPos6%
| 10
| 35
| 5.4
|
hard 12%
| 215
| 20.6
|
Bull
| 17.7
| 4.85
| 2
| 93
| 114
| 100
| 60
| false
|
Buy
|
Add to core equity +1%
| 20
| -23
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| -6
| -60
| 71
| 5
| false
|
Tighten stops on momentum names
|
P5560
|
Cautious
|
IRA
|
USD
|
2024-09-27
| 489,615
| 57,323
| 432,292
| 1
| 37.7
| 37.3
| 14.9
| 10.1
|
MSFT:24.6%;IEF:25.1%;AAPL:25.1%;VTI:25.1%
|
US:65.4;EU:5.9;APAC:12.8;EM:12.2;Other:3.6
|
Value:+0.6;Growth:+0.7;Quality:-0.8;Size:+0.3;Momentum:-0.3;LowVol:-0.8
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 35
| 5.8
|
hard 10%
| 131
| 16.8
|
Bull
| 11
| 3.66
| 2.4
| 93
| 8
| 53
| 31
| false
|
Buy
|
Add to core equity +1%
| -1
| -20
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| -54
| -60
| -49
| 3
| false
|
Tighten stops on momentum names
|
P5561
|
Cautious
|
Trust
|
USD
|
2024-09-23
| 679,903
| 84,544
| 595,359
| 1
| 54.5
| 32
| 1.7
| 11.8
|
BRK.B:33.3%;VNQ:33.3%;HYG:33.3%
|
US:81.5;EU:6.3;APAC:7.1;EM:4.4;Other:0.8
|
Value:+0.5;Growth:-0.0;Quality:-0.0;Size:+0.2;Momentum:-0.1;LowVol:+0.5
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 35
| 3.7
|
trailing 8%
| 145
| 18.4
|
Sideways
| 16.9
| 4.37
| 2.3
| 96
| 14
| 72
| 39
| false
|
Sell
|
Trim extended winner -1%
| -15
| 0
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| 68
| 13
| 103
| 4
| false
|
Tax-aware sells next window
|
P5562
|
Cautious
|
IRA
|
USD
|
2025-08-01
| 712,412
| 113,869
| 598,543
| 1
| 41.4
| 31.9
| 8.7
| 18
|
BND:29.7%;MSFT:21.8%;AMZN:18.9%;VNQ:29.7%
|
US:54.2;EU:16.7;APAC:14.8;EM:11.5;Other:2.8
|
Value:+0.1;Growth:-0.1;Quality:-0.7;Size:+0.1;Momentum:-0.3;LowVol:-0.2
|
NoDerivatives;NoMargin
| 8
| 35
| 5.2
|
hard 10%
| 91
| 17
|
Bear
| 25.7
| 3.39
| 2.9
| 138
| -95
| 11
| 47
| false
|
Sell
|
Trim extended winner -1%
| -3
| 10
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 104
| 9
| 105
| 4
| false
|
Within IPS guidelines
|
P5563
|
Active
|
Trust
|
USD
|
2025-01-10
| 1,282,231
| 143,643
| 1,138,588
| 1
| 50.5
| 21.4
| 21.2
| 6.9
|
AMZN:35.3%;TLT:29.5%;QQQ:35.3%
|
US:65.3;EU:10.0;APAC:12.9;EM:8.2;Other:3.6
|
Value:-0.6;Growth:+0.2;Quality:+0.9;Size:+0.6;Momentum:+0.4;LowVol:-0.2
|
MaxPos8%
| 8
| 35
| 4.8
|
trailing 9%
| 124
| 19.2
|
Volatile
| 29.7
| 4.03
| 4.4
| 112
| -50
| 36
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| 5
|
BrokerB
|
LMT
| 91
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -17
| -17
| 2
| 3
| false
|
Tighten stops on momentum names
|
P5564
|
Active
|
Trust
|
USD
|
2025-04-30
| 1,852,496
| 209,170
| 1,643,326
| 1
| 64.5
| 27.3
| 3
| 5.3
|
VTI:17.3%;GLD:14.7%;TLT:19.8%;MUB:24.1%;XLF:24.1%
|
US:66.3;EU:17.9;APAC:6.4;EM:5.3;Other:4.2
|
Value:-0.3;Growth:+0.4;Quality:-0.4;Size:+0.2;Momentum:-0.3;LowVol:-0.6
|
NoDerivatives
| 8
| 35
| 4.1
|
trailing 8%
| 166
| 22.4
|
Bear
| 27.3
| 3.02
| 2.2
| 141
| -103
| 5
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -5
| -33
|
BrokerB
|
MKT
| 97
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 30
| -54
| 119
| 4
| false
|
Tax-aware sells next window
|
P5565
|
Active
|
401k
|
USD
|
2025-05-14
| 1,529,412
| 123,895
| 1,405,517
| 1
| 62.7
| 28.4
| 0
| 9
|
TLT:20.3%;VNQ:7.8%;BND:20.3%;AMZN:20.3%;BRK.B:10.9%;QQQ:20.3%
|
US:61.0;EU:13.6;APAC:7.7;EM:14.1;Other:3.6
|
Value:-0.6;Growth:-0.9;Quality:+0.8;Size:+0.9;Momentum:+1.0;LowVol:0.0
|
MaxPos8%;NoDerivatives
| 8
| 25
| 5.7
|
hard 12%
| 223
| 27
|
Sideways
| 15.9
| 4.31
| 3.3
| 133
| 15
| 54
| 39
| true
|
Hedge
|
Buy index puts 1% notional
| 24
| 14
|
BrokerC
|
MKT
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 42
| -17
| 110
| 2
| true
|
Increase defensive factor exposure
|
P5566
|
Cautious
|
Taxable
|
USD
|
2025-04-08
| 398,051
| 45,236
| 352,815
| 1
| 45.3
| 38
| 5.3
| 11.4
|
BRK.B:25.0%;TSLA:25.0%;BND:25.0%;TLT:25.0%
|
US:66.9;EU:8.6;APAC:13.0;EM:7.1;Other:4.4
|
Value:-0.6;Growth:+0.3;Quality:-0.3;Size:+0.9;Momentum:+0.2;LowVol:-0.8
|
MaxPos7%;NoDerivatives;NoMargin
| 8
| 30
| 3.1
|
trailing 8%
| 123
| 12.1
|
Volatile
| 20.2
| 3.9
| 4.2
| 148
| 0
| 58
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| 12
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| -16
| -3
| 37
| 5
| false
|
Tax-aware sells next window
|
P5567
|
Cautious
|
401k
|
USD
|
2025-06-30
| 825,045
| 109,556
| 715,489
| 1
| 41.5
| 41.6
| 2.6
| 14.2
|
BRK.B:28.9%;AAPL:19.0%;VTI:23.2%;TSLA:28.9%
|
US:63.0;EU:15.1;APAC:13.3;EM:4.4;Other:4.3
|
Value:+1.0;Growth:-0.1;Quality:+0.9;Size:-0.1;Momentum:-0.6;LowVol:+0.4
|
NoDerivatives;NoMargin
| 10
| 35
| 5.9
|
trailing 8%
| 125
| 17.7
|
Bear
| 32.8
| 4.08
| 1.6
| 145
| -60
| 33
| 66
| false
|
NoAction
|
Within bands; monitor
| -1
| 3
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| -47
| -41
| -31
| 3
| false
|
Increase defensive factor exposure
|
P5568
|
Systematic
|
Trust
|
USD
|
2025-11-23
| 542,014
| 52,893
| 489,121
| 1
| 58.1
| 28
| 8.3
| 5.6
|
BND:33.3%;VTI:33.3%;VNQ:33.3%
|
US:71.0;EU:6.2;APAC:11.6;EM:10.1;Other:1.0
|
Value:+0.5;Growth:+0.6;Quality:0.0;Size:+0.5;Momentum:-0.1;LowVol:-0.1
| null | 10
| 25
| 5.8
|
trailing 9%
| 127
| 20
|
Volatile
| 29.5
| 3.68
| 2.7
| 178
| -49
| 33
| 82
| true
|
Rebalance
|
Rebalance back to target bands
| 29
| 7
|
BrokerC
|
LMT
| 91
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 97
| -57
| 176
| 4
| false
|
Within IPS guidelines
|
P5569
|
Cautious
|
Trust
|
USD
|
2025-08-21
| 245,262
| 30,863
| 214,399
| 1
| 49.4
| 34.3
| 0
| 16.3
|
MSFT:33.3%;TSLA:33.3%;VOO:33.3%
|
US:59.2;EU:17.9;APAC:12.8;EM:6.5;Other:3.5
|
Value:-0.3;Growth:-0.4;Quality:-1.0;Size:+0.2;Momentum:+0.1;LowVol:+1.0
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 25
| 5.8
|
trailing 8%
| 127
| 19.9
|
Volatile
| 25.5
| 3.88
| 4.2
| 134
| -33
| 48
| 61
| false
|
Buy
|
Add to core equity +1%
| 17
| 9
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| -47
| -41
| 38
| 4
| false
|
Monitor dispersion and breadth
|
P5570
|
Active
|
Roth
|
USD
|
2024-09-28
| 2,443,643
| 234,697
| 2,208,946
| 1
| 62
| 29.2
| 0
| 8.8
|
MSFT:22.2%;BND:22.2%;AAPL:22.2%;IEF:16.5%;VNQ:16.9%
|
US:78.7;EU:6.1;APAC:8.3;EM:6.9;Other:0.0
|
Value:0.0;Growth:+0.1;Quality:+0.2;Size:-0.4;Momentum:+0.6;LowVol:-0.5
|
MaxPos8%
| 10
| 25
| 4.1
|
trailing 9%
| 160
| 27.8
|
Sideways
| 14.6
| 4.25
| 2.6
| 112
| 4
| 43
| 54
| false
|
Buy
|
Add to core equity +1%
| -8
| -36
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 28
| -48
| 82
| 3
| false
|
Tax-aware sells next window
|
P5571
|
Active
|
401k
|
USD
|
2025-05-22
| 1,426,472
| 121,050
| 1,305,422
| 1
| 58.6
| 22.2
| 9.5
| 9.8
|
BRK.B:33.3%;VOO:33.3%;VNQ:33.3%
|
US:56.2;EU:18.4;APAC:13.4;EM:8.7;Other:3.3
|
Value:-0.6;Growth:-0.9;Quality:+1.0;Size:-0.9;Momentum:+0.7;LowVol:+1.0
|
MaxPos5%
| 6
| 25
| 4.2
|
hard 12%
| 138
| 18.7
|
Sideways
| 14.4
| 3.62
| 3.4
| 133
| -8
| 31
| 43
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| 8
|
BrokerB
|
MKT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 15
| 12
| 112
| 5
| false
|
Within IPS guidelines
|
P5572
|
Hands-off
|
Roth
|
USD
|
2024-07-22
| 459,292
| 20,774
| 438,518
| 1
| 70.3
| 17.9
| 6.4
| 5.4
|
XLF:33.3%;MUB:33.3%;AMZN:33.3%
|
US:66.7;EU:8.4;APAC:8.4;EM:13.5;Other:3.0
|
Value:+0.9;Growth:+0.3;Quality:+0.4;Size:-0.8;Momentum:+0.2;LowVol:-0.7
|
MaxPos7%
| 8
| 25
| 3.8
|
trailing 8%
| 123
| 18.4
|
Bull
| 17.1
| 3.73
| 2.8
| 94
| 76
| 99
| 65
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| -14
|
BrokerC
|
VWAP
| 99
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -59
| -35
| 68
| 3
| false
|
Monitor dispersion and breadth
|
P5573
|
Opportunistic
|
Trust
|
USD
|
2025-07-19
| 736,327
| 47,358
| 688,969
| 1
| 68
| 11.1
| 16.2
| 4.8
|
XLF:33.3%;TSLA:33.3%;AMZN:33.3%
|
US:65.1;EU:17.4;APAC:13.5;EM:3.8;Other:0.1
|
Value:-0.7;Growth:+0.3;Quality:-0.1;Size:-0.6;Momentum:+1.0;LowVol:+0.8
|
MaxPos5%
| 5
| 35
| 6.1
|
hard 12%
| 226
| 21.1
|
Volatile
| 27
| 3.8
| 2.3
| 165
| -26
| 25
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -12
| -28
|
BrokerC
|
VWAP
| 95
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 58
| -50
| 82
| 2
| false
|
Monitor dispersion and breadth
|
P5574
|
Opportunistic
|
Taxable
|
USD
|
2025-12-22
| 1,305,895
| 78,506
| 1,227,389
| 1
| 77.4
| 12.7
| 4
| 5.9
|
AMZN:18.7%;HYG:19.8%;BND:18.9%;VOO:21.4%;TSLA:21.4%
|
US:60.1;EU:12.5;APAC:14.3;EM:12.9;Other:0.3
|
Value:+0.8;Growth:+0.7;Quality:+0.9;Size:-0.4;Momentum:+0.5;LowVol:+0.8
|
MaxPos6%;NoDerivatives
| 6
| 35
| 6.4
|
hard 12%
| 219
| 26.5
|
Volatile
| 20.3
| 5.38
| 2.6
| 177
| 48
| 61
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| 9
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| -5
| -31
| -3
| 4
| false
|
Tighten stops on momentum names
|
P5575
|
Systematic
|
IRA
|
USD
|
2025-06-14
| 1,865,942
| 130,571
| 1,735,371
| 1
| 56.3
| 28
| 10.4
| 5.3
|
QQQ:22.3%;BRK.B:20.0%;GLD:10.3%;VTI:23.6%;AAPL:23.6%
|
US:68.1;EU:12.4;APAC:6.6;EM:10.1;Other:2.8
|
Value:+0.4;Growth:+0.2;Quality:+1.0;Size:-0.5;Momentum:+0.5;LowVol:-0.5
| null | 8
| 35
| 4.6
|
hard 12%
| 205
| 18.9
|
Bull
| 14.6
| 4.1
| 3
| 76
| 59
| 91
| 35
| false
|
Buy
|
Add to core equity +1%
| 30
| -23
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 116
| 3
| 204
| 5
| false
|
Tax-aware sells next window
|
P5576
|
Systematic
|
IRA
|
USD
|
2025-10-24
| 1,834,397
| 176,243
| 1,658,154
| 1
| 58.1
| 31.1
| 2.8
| 7.9
|
VNQ:20.1%;AMZN:18.7%;TLT:15.9%;VOO:7.9%;GLD:19.0%;TSLA:18.5%
|
US:69.2;EU:16.1;APAC:8.5;EM:3.7;Other:2.5
|
Value:+0.3;Growth:-0.7;Quality:+0.5;Size:+0.5;Momentum:-0.7;LowVol:-0.2
| null | 10
| 30
| 5
|
trailing 9%
| 206
| 16.8
|
Volatile
| 23.7
| 4.76
| 4.1
| 166
| -18
| 47
| 52
| false
|
NoAction
|
Within bands; monitor
| 2
| 1
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 8
| 20
| 97
| 5
| false
|
Monitor dispersion and breadth
|
P5577
|
Systematic
|
Taxable
|
USD
|
2024-12-22
| 855,441
| 49,787
| 805,654
| 1
| 55.6
| 27.1
| 10.5
| 6.8
|
TSLA:11.9%;BND:20.6%;XLF:24.3%;HYG:9.2%;VOO:9.8%;IEF:24.3%
|
US:70.2;EU:9.5;APAC:8.2;EM:10.9;Other:1.3
|
Value:+0.4;Growth:-0.4;Quality:+0.1;Size:0.0;Momentum:-1.0;LowVol:-0.3
|
MaxPos6%
| 8
| 35
| 4.2
|
trailing 8%
| 161
| 17.3
|
Volatile
| 22.4
| 3.69
| 2.5
| 141
| -4
| 41
| 54
| true
|
Rebalance
|
Rebalance back to target bands
| -10
| -31
|
BrokerB
|
LMT
| 87
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 81
| -30
| 199
| 2
| false
|
Monitor dispersion and breadth
|
P5578
|
Hands-off
|
IRA
|
USD
|
2025-09-02
| 419,593
| 23,808
| 395,785
| 1
| 62.5
| 24.9
| 5.3
| 7.3
|
VNQ:22.5%;XLF:8.4%;AAPL:22.5%;VOO:21.2%;BRK.B:11.3%;HYG:14.1%
|
US:68.1;EU:15.1;APAC:8.5;EM:7.2;Other:1.2
|
Value:+0.2;Growth:+0.7;Quality:-0.1;Size:+1.0;Momentum:-0.2;LowVol:+0.6
|
ESGOnly
| 6
| 30
| 5.5
|
trailing 10%
| 122
| 12.5
|
Bull
| 17.7
| 3.87
| 3.2
| 74
| 5
| 51
| 55
| false
|
Sell
|
Trim extended winner -1%
| 26
| 1
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| 65
| -24
| 78
| 4
| false
|
Tighten stops on momentum names
|
P5579
|
Cautious
|
IRA
|
USD
|
2025-06-06
| 562,057
| 46,636
| 515,421
| 1
| 47.8
| 31.1
| 11
| 10.1
|
XLF:33.3%;MSFT:33.3%;IEF:33.3%
|
US:72.2;EU:4.9;APAC:10.3;EM:9.3;Other:3.3
|
Value:-0.7;Growth:+0.8;Quality:+0.1;Size:-0.3;Momentum:-0.7;LowVol:+1.0
|
MaxPos8%;NoMargin
| 8
| 25
| 3.5
|
trailing 8%
| 155
| 14.4
|
Sideways
| 15.8
| 3.77
| 3.5
| 136
| -23
| 26
| 44
| false
|
NoAction
|
Within bands; monitor
| 34
| 5
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 39
| 16
| 117
| 3
| false
|
Tax-aware sells next window
|
P5580
|
Hands-off
|
401k
|
USD
|
2025-03-26
| 331,587
| 25,903
| 305,684
| 1
| 72
| 16.5
| 1.8
| 9.6
|
TSLA:24.1%;MUB:28.2%;TLT:28.2%;VOO:19.5%
|
US:70.6;EU:10.4;APAC:5.4;EM:10.2;Other:3.3
|
Value:+0.5;Growth:-0.9;Quality:-0.2;Size:-0.9;Momentum:+0.9;LowVol:-0.9
|
MaxPos7%
| 10
| 30
| 5.7
|
hard 10%
| 157
| 17.2
|
Bull
| 11.2
| 4.75
| 2.3
| 74
| 51
| 68
| 50
| true
|
Hedge
|
Buy index puts 1% notional
| 7
| -21
|
BrokerA
|
LMT
| 90
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 34
| 8
| 5
| 4
| false
|
Tax-aware sells next window
|
P5581
|
Opportunistic
|
IRA
|
USD
|
2025-07-07
| 821,453
| 53,173
| 768,280
| 1
| 61.8
| 12.2
| 19.6
| 6.3
|
AMZN:22.5%;MUB:16.0%;XLF:22.5%;BRK.B:16.5%;TLT:22.5%
|
US:72.2;EU:14.5;APAC:10.3;EM:2.8;Other:0.2
|
Value:-0.3;Growth:+0.8;Quality:+0.2;Size:+0.8;Momentum:-0.1;LowVol:+0.6
| null | 10
| 25
| 5.8
|
hard 12%
| 187
| 24.2
|
Bull
| 17.1
| 3.8
| 3.2
| 82
| 75
| 88
| 43
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 13
| -11
|
BrokerB
|
MKT
| 97
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -20
| -53
| -18
| 5
| false
|
Tax-aware sells next window
|
P5582
|
Hands-off
|
Trust
|
USD
|
2024-08-16
| 388,207
| 33,526
| 354,681
| 1
| 71.2
| 19.6
| 0
| 9.2
|
BRK.B:21.4%;AMZN:20.4%;MSFT:18.4%;IEF:21.2%;TSLA:18.6%
|
US:65.4;EU:16.2;APAC:10.6;EM:6.7;Other:1.1
|
Value:+0.7;Growth:-0.8;Quality:+0.9;Size:+0.9;Momentum:-0.0;LowVol:0.0
|
ESGOnly;MaxPos7%
| 5
| 35
| 6
|
trailing 8%
| 161
| 19.8
|
Bear
| 22.6
| 3.13
| 1.4
| 194
| 17
| 59
| 65
| false
|
Buy
|
Add to core equity +1%
| 1
| -17
|
BrokerD
|
VWAP
| 88
| null | null |
Normal monitoring
| 108
| -55
| 95
| 5
| false
|
Tighten stops on momentum names
|
P5583
|
Opportunistic
|
Trust
|
USD
|
2025-04-23
| 847,897
| 67,342
| 780,555
| 1.19
| 69
| 15
| 10.5
| 5.5
|
VTI:34.3%;BND:34.3%;MUB:31.4%
|
US:70.1;EU:16.5;APAC:8.0;EM:4.2;Other:1.2
|
Value:-0.8;Growth:+0.5;Quality:+0.7;Size:+0.4;Momentum:+0.3;LowVol:-0.5
| null | 7
| 25
| 5.1
|
trailing 7%
| 243
| 25.4
|
Volatile
| 31.7
| 3.82
| 2.6
| 134
| -35
| 18
| 87
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| 11
|
BrokerA
|
LMT
| 90
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 66
| -1
| 155
| 2
| false
|
Tax-aware sells next window
|
P5584
|
Active
|
Roth
|
USD
|
2024-07-12
| 1,449,482
| 116,554
| 1,332,928
| 1
| 55.7
| 29.7
| 6.6
| 8
|
MUB:22.8%;HYG:22.8%;IEF:22.8%;AMZN:17.7%;TSLA:13.8%
|
US:65.5;EU:17.4;APAC:6.0;EM:10.9;Other:0.2
|
Value:+0.9;Growth:+0.7;Quality:+0.4;Size:-0.5;Momentum:-0.8;LowVol:-1.0
| null | 6
| 35
| 5.6
|
trailing 8%
| 176
| 16.5
|
Bear
| 33.9
| 3.9
| 1.5
| 152
| -12
| 31
| 80
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -9
| -40
|
BrokerA
|
VWAP
| 88
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 97
| -4
| 71
| 2
| true
|
Within IPS guidelines
|
P5585
|
Active
|
IRA
|
USD
|
2025-01-18
| 2,224,623
| 146,024
| 2,078,599
| 1
| 55.9
| 19.3
| 15.9
| 8.9
|
GLD:30.9%;IEF:34.5%;BND:34.5%
|
US:70.3;EU:10.5;APAC:6.0;EM:9.7;Other:3.4
|
Value:+1.0;Growth:+1.0;Quality:+0.1;Size:-0.9;Momentum:-0.9;LowVol:-0.7
|
MaxPos6%
| 8
| 30
| 5
|
hard 12%
| 172
| 17.7
|
Bear
| 32.8
| 4.37
| 2.8
| 135
| 18
| 49
| 82
| true
|
Hedge
|
Buy index puts 1% notional
| 35
| -27
|
BrokerA
|
LMT
| 97
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 79
| 19
| 57
| 5
| false
|
Monitor dispersion and breadth
|
P5586
|
Cautious
|
Trust
|
USD
|
2025-09-09
| 210,549
| 27,536
| 183,013
| 1
| 38.6
| 37
| 7.4
| 17
|
VTI:26.4%;MSFT:20.7%;TSLA:26.4%;QQQ:26.4%
|
US:65.4;EU:15.1;APAC:11.1;EM:4.4;Other:4.1
|
Value:-0.2;Growth:+0.3;Quality:+0.5;Size:+1.0;Momentum:-0.3;LowVol:+0.7
|
MaxPos5%;NoDerivatives;NoMargin
| 6
| 30
| 3.4
|
trailing 10%
| 123
| 15.5
|
Bull
| 12.3
| 3.5
| 2.7
| 98
| 42
| 75
| 35
| false
|
Sell
|
Trim extended winner -1%
| 26
| 14
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 91
| -38
| 210
| 4
| false
|
Monitor dispersion and breadth
|
P5587
|
Systematic
|
401k
|
USD
|
2025-02-07
| 1,417,591
| 139,371
| 1,278,220
| 1
| 57.6
| 20.2
| 15.3
| 6.8
|
VTI:33.3%;TLT:33.3%;IEF:33.3%
|
US:62.3;EU:14.8;APAC:11.9;EM:8.1;Other:3.0
|
Value:-0.6;Growth:-0.4;Quality:+0.3;Size:-0.8;Momentum:+0.3;LowVol:0.0
|
NoDerivatives
| 5
| 35
| 5.3
|
trailing 8%
| 130
| 24.7
|
Volatile
| 30.3
| 5.43
| 2.7
| 154
| 71
| 91
| 81
| true
|
Rebalance
|
Rebalance back to target bands
| 31
| -10
|
BrokerB
|
MKT
| 85
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 17
| 1
| 149
| 2
| false
|
Tighten stops on momentum names
|
P5588
|
Systematic
|
Roth
|
USD
|
2025-09-23
| 646,311
| 53,959
| 592,352
| 1
| 59.7
| 25.3
| 9.2
| 5.9
|
VOO:21.9%;HYG:21.9%;GLD:17.2%;IEF:21.9%;BRK.B:17.0%
|
US:69.8;EU:16.0;APAC:6.9;EM:5.6;Other:1.7
|
Value:-0.7;Growth:-0.0;Quality:-0.5;Size:-0.7;Momentum:-0.9;LowVol:+0.9
|
MaxPos5%;NoDerivatives
| 10
| 25
| 5.8
|
trailing 9%
| 122
| 19.2
|
Bull
| 15.5
| 3.51
| 2.6
| 113
| 9
| 39
| 55
| false
|
Sell
|
Trim extended winner -1%
| 32
| -26
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 118
| 11
| 171
| 4
| false
|
Increase defensive factor exposure
|
P5589
|
Cautious
|
401k
|
USD
|
2024-12-21
| 324,598
| 32,963
| 291,635
| 1
| 42.7
| 35.1
| 10
| 12.2
|
GLD:21.4%;IEF:21.4%;MUB:11.7%;VOO:7.2%;AAPL:19.9%;AMZN:18.4%
|
US:65.6;EU:16.8;APAC:9.2;EM:7.7;Other:0.7
|
Value:+0.8;Growth:-0.5;Quality:-0.3;Size:-0.9;Momentum:-0.7;LowVol:-0.3
|
NoMargin
| 8
| 25
| 3.4
|
trailing 8%
| 105
| 20
|
Volatile
| 29.8
| 5.21
| 3.4
| 156
| -9
| 59
| 60
| false
|
NoAction
|
Within bands; monitor
| -14
| -26
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 4
| 11
| 14
| 4
| false
|
Tax-aware sells next window
|
P5590
|
Active
|
Trust
|
USD
|
2025-01-29
| 1,612,067
| 163,539
| 1,448,528
| 1.23
| 65.7
| 18.8
| 8
| 7.5
|
IEF:8.2%;XLF:15.6%;AMZN:22.4%;VOO:12.8%;GLD:22.4%;BND:18.5%
|
US:72.2;EU:13.9;APAC:6.7;EM:3.5;Other:3.6
|
Value:-0.8;Growth:+1.0;Quality:+0.3;Size:+0.4;Momentum:+0.5;LowVol:-0.4
|
MaxPos8%
| 10
| 25
| 5.6
|
trailing 8%
| 189
| 21.5
|
Volatile
| 26.1
| 4.56
| 3.4
| 154
| 11
| 44
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 30
| -19
|
BrokerC
|
VWAP
| 92
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -28
| 6
| 55
| 3
| false
|
Tighten stops on momentum names
|
P5591
|
Cautious
|
Taxable
|
USD
|
2025-05-23
| 542,981
| 60,486
| 482,495
| 1
| 44.7
| 34.4
| 10.8
| 10
|
HYG:26.1%;VNQ:26.1%;MUB:14.5%;BRK.B:18.8%;AAPL:14.5%
|
US:63.9;EU:10.7;APAC:11.1;EM:10.1;Other:4.1
|
Value:+0.5;Growth:+0.5;Quality:+0.1;Size:+0.9;Momentum:+0.6;LowVol:-0.1
|
ESGOnly;MaxPos7%;NoMargin
| 7
| 30
| 4.8
|
trailing 8%
| 139
| 19.7
|
Bull
| 11.7
| 4.2
| 2
| 73
| 111
| 100
| 26
| false
|
Sell
|
Trim extended winner -1%
| -1
| -6
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| -25
| -13
| 97
| 4
| false
|
Tighten stops on momentum names
|
P5592
|
Cautious
|
Trust
|
USD
|
2024-09-19
| 694,211
| 81,547
| 612,664
| 1
| 49.7
| 39.2
| 0.8
| 10.3
|
XLF:11.6%;IEF:9.5%;GLD:21.3%;VTI:20.8%;AAPL:16.9%;VNQ:19.9%
|
US:73.1;EU:17.7;APAC:5.7;EM:3.3;Other:0.2
|
Value:+0.9;Growth:+0.4;Quality:-0.5;Size:-0.5;Momentum:+0.8;LowVol:+0.3
|
ESGOnly;MaxPos6%;NoMargin
| 7
| 30
| 5.9
|
trailing 10%
| 97
| 17.3
|
Bull
| 11.7
| 3.89
| 2.4
| 72
| 53
| 88
| 35
| false
|
Sell
|
Trim extended winner -1%
| 18
| 1
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| -6
| -30
| -15
| 4
| false
|
Within IPS guidelines
|
P5593
|
Hands-off
|
Trust
|
USD
|
2025-01-07
| 177,756
| 13,772
| 163,984
| 1
| 63.1
| 23.1
| 7.2
| 6.6
|
GLD:22.9%;IEF:15.7%;AMZN:15.7%;BND:22.9%;TSLA:22.9%
|
US:73.7;EU:5.1;APAC:6.4;EM:10.9;Other:3.9
|
Value:-0.2;Growth:-0.6;Quality:-0.8;Size:+0.1;Momentum:+0.8;LowVol:-0.7
|
ESGOnly;MaxPos8%;NoDerivatives
| 8
| 35
| 5.4
|
hard 10%
| 153
| 19.6
|
Sideways
| 18.4
| 4.25
| 3.5
| 126
| 42
| 56
| 50
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 6
| -38
|
BrokerB
|
LMT
| 89
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 55
| -60
| 166
| 4
| false
|
Within IPS guidelines
|
P5594
|
Opportunistic
|
Trust
|
USD
|
2024-12-16
| 1,411,298
| 102,174
| 1,309,124
| 1
| 70.4
| 17.4
| 4.7
| 7.5
|
MUB:27.8%;TSLA:16.7%;MSFT:27.8%;VNQ:27.8%
|
US:55.5;EU:20.5;APAC:11.3;EM:10.2;Other:2.4
|
Value:-0.8;Growth:+0.3;Quality:+0.1;Size:+0.6;Momentum:-0.3;LowVol:+0.2
| null | 5
| 35
| 7
|
trailing 7%
| 174
| 32.1
|
Sideways
| 16.3
| 3.69
| 3.5
| 126
| 32
| 53
| 50
| false
|
Buy
|
Add to core equity +1%
| -10
| -2
|
BrokerD
|
VWAP
| 100
| null | null |
Normal monitoring
| 50
| 7
| 183
| 3
| false
|
Within IPS guidelines
|
P5595
|
Cautious
|
Taxable
|
USD
|
2025-07-12
| 658,801
| 92,570
| 566,231
| 1
| 44.6
| 36.4
| 2.5
| 16.5
|
HYG:25.0%;BND:25.0%;AAPL:25.0%;VTI:25.0%
|
US:70.5;EU:9.1;APAC:11.7;EM:7.0;Other:1.7
|
Value:-0.4;Growth:-0.1;Quality:+0.4;Size:+0.3;Momentum:-0.5;LowVol:-0.3
|
NoDerivatives;NoMargin
| 6
| 35
| 3
|
hard 10%
| 153
| 13.4
|
Bull
| 11.1
| 3.71
| 2.9
| 101
| 53
| 89
| 19
| true
|
Hedge
|
Buy index puts 1% notional
| 29
| -32
|
BrokerA
|
MKT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -38
| -35
| -4
| 5
| true
|
Tax-aware sells next window
|
P5596
|
Hands-off
|
Trust
|
USD
|
2024-11-04
| 841,032
| 81,321
| 759,711
| 1
| 67.1
| 17.3
| 8.5
| 7.2
|
VTI:33.3%;AMZN:33.3%;BRK.B:33.3%
|
US:70.5;EU:10.5;APAC:7.3;EM:11.0;Other:0.7
|
Value:+0.4;Growth:-0.2;Quality:-0.8;Size:-0.8;Momentum:+0.4;LowVol:-0.5
| null | 7
| 30
| 4.4
|
trailing 8%
| 119
| 14.3
|
Bear
| 31.8
| 4.11
| 2
| 160
| -53
| 18
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 15
| -33
|
BrokerA
|
MKT
| 87
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 75
| -34
| 125
| 4
| false
|
Tax-aware sells next window
|
P5597
|
Active
|
Roth
|
USD
|
2024-07-23
| 1,205,436
| 112,820
| 1,092,616
| 1.2
| 63.4
| 20.1
| 7.7
| 8.9
|
BRK.B:33.3%;MSFT:33.3%;VTI:33.3%
|
US:68.0;EU:7.3;APAC:14.0;EM:7.9;Other:2.8
|
Value:+0.7;Growth:+0.7;Quality:+0.3;Size:-1.0;Momentum:+0.4;LowVol:+0.4
| null | 10
| 25
| 5
|
trailing 8%
| 191
| 27.5
|
Sideways
| 18.5
| 4.91
| 3.3
| 111
| 45
| 66
| 49
| false
|
Buy
|
Add to core equity +1%
| 25
| -39
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 120
| -15
| 81
| 5
| false
|
Tax-aware sells next window
|
P5598
|
Cautious
|
Taxable
|
USD
|
2025-09-17
| 511,057
| 75,266
| 435,791
| 1
| 45.5
| 35.9
| 2.6
| 16
|
AAPL:25.0%;GLD:25.0%;VTI:25.0%;VOO:25.0%
|
US:63.3;EU:17.2;APAC:10.9;EM:5.3;Other:3.3
|
Value:-0.4;Growth:+0.2;Quality:+0.8;Size:+0.4;Momentum:-0.2;LowVol:-0.8
|
MaxPos7%;NoMargin
| 6
| 35
| 3.3
|
hard 10%
| 102
| 17
|
Bull
| 13
| 4.46
| 2.6
| 106
| 107
| 100
| 30
| false
|
Buy
|
Add to core equity +1%
| -15
| -12
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 59
| -51
| 122
| 4
| false
|
Tighten stops on momentum names
|
P5599
|
Cautious
|
Roth
|
USD
|
2025-03-13
| 667,705
| 77,397
| 590,308
| 1
| 35.7
| 31.8
| 16.1
| 16.4
|
AMZN:25.0%;IEF:25.0%;MUB:25.0%;BRK.B:25.0%
|
US:69.4;EU:12.3;APAC:10.2;EM:7.7;Other:0.5
|
Value:-0.3;Growth:+0.2;Quality:+0.8;Size:-0.5;Momentum:-0.4;LowVol:-0.9
|
ESGOnly;NoMargin
| 10
| 25
| 4
|
hard 10%
| 125
| 17.9
|
Bull
| 15.1
| 4.99
| 2.2
| 95
| 89
| 89
| 41
| false
|
Buy
|
Add to core equity +1%
| -13
| -18
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 5
| -26
| 136
| 3
| false
|
Increase defensive factor exposure
|
P5600
|
Cautious
|
IRA
|
USD
|
2025-11-29
| 815,551
| 73,892
| 741,659
| 1
| 44.7
| 38.5
| 5.1
| 11.7
|
AMZN:20.3%;VOO:29.3%;MSFT:21.1%;IEF:29.3%
|
US:69.8;EU:14.3;APAC:5.4;EM:7.3;Other:3.2
|
Value:0.0;Growth:+0.7;Quality:-0.2;Size:-0.7;Momentum:+0.9;LowVol:-0.2
|
ESGOnly;MaxPos5%;NoDerivatives;NoMargin
| 10
| 25
| 5
|
trailing 8%
| 158
| 16.7
|
Bear
| 34
| 4.15
| 3
| 196
| -107
| 5
| 81
| true
|
Rebalance
|
Rebalance back to target bands
| -6
| -3
|
BrokerB
|
VWAP
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 70
| -30
| 116
| 2
| false
|
Monitor dispersion and breadth
|
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