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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5601
|
Hands-off
|
401k
|
USD
|
2025-11-21
| 801,394
| 47,603
| 753,791
| 1
| 56.9
| 15.1
| 18.6
| 9.4
|
GLD:24.4%;AAPL:25.2%;QQQ:25.2%;IEF:25.2%
|
US:58.4;EU:16.9;APAC:14.0;EM:6.6;Other:4.0
|
Value:-0.1;Growth:+0.9;Quality:-0.5;Size:-0.0;Momentum:-0.2;LowVol:-0.9
|
ESGOnly
| 6
| 30
| 4.8
|
trailing 8%
| 140
| 13.6
|
Bear
| 26.9
| 3.58
| 2.4
| 208
| -106
| 9
| 61
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 5
| 15
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 106
| -54
| 98
| 4
| false
|
Within IPS guidelines
|
P5602
|
Cautious
|
401k
|
USD
|
2025-06-23
| 847,349
| 68,478
| 778,871
| 1
| 36.9
| 41.9
| 10
| 11.3
|
VOO:9.0%;IEF:18.0%;BND:19.3%;MSFT:14.4%;XLF:21.9%;TSLA:17.4%
|
US:62.8;EU:13.7;APAC:9.2;EM:11.4;Other:2.9
|
Value:+0.6;Growth:+0.1;Quality:+0.8;Size:+0.7;Momentum:+0.1;LowVol:-0.0
|
NoMargin
| 7
| 25
| 5.7
|
trailing 8%
| 115
| 19.9
|
Volatile
| 23.4
| 3.74
| 3.2
| 156
| -42
| 19
| 55
| false
|
Buy
|
Add to core equity +1%
| -6
| -25
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 18
| -1
| -4
| 3
| false
|
Increase defensive factor exposure
|
P5603
|
Systematic
|
Taxable
|
USD
|
2025-07-01
| 1,586,128
| 129,748
| 1,456,380
| 1
| 60.6
| 22.1
| 11.5
| 5.9
|
GLD:17.4%;XLF:24.0%;MUB:24.0%;AAPL:24.0%;BND:10.7%
|
US:66.1;EU:13.1;APAC:11.8;EM:8.9;Other:0.2
|
Value:-0.1;Growth:-0.4;Quality:+0.5;Size:+0.1;Momentum:+0.4;LowVol:-0.4
|
MaxPos8%
| 5
| 35
| 4.5
|
hard 12%
| 194
| 22.2
|
Bear
| 29.2
| 3.97
| 1.7
| 135
| -2
| 60
| 70
| false
|
Sell
|
Trim extended winner -1%
| 16
| -25
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 92
| 16
| 172
| 5
| false
|
Tax-aware sells next window
|
P5604
|
Systematic
|
Roth
|
USD
|
2025-08-02
| 1,693,465
| 164,304
| 1,529,161
| 1
| 56
| 22.8
| 12.8
| 8.4
|
BND:12.3%;GLD:19.6%;AAPL:18.4%;BRK.B:14.1%;IEF:16.0%;MUB:19.6%
|
US:59.1;EU:17.9;APAC:10.6;EM:8.9;Other:3.4
|
Value:-0.5;Growth:0.0;Quality:+0.1;Size:+0.7;Momentum:+0.6;LowVol:-0.7
|
MaxPos7%;NoDerivatives
| 10
| 30
| 5.3
|
trailing 8%
| 225
| 19
|
Bull
| 14.4
| 4.09
| 3.4
| 74
| 3
| 59
| 50
| true
|
Hedge
|
Buy index puts 1% notional
| 11
| -32
|
BrokerA
|
MKT
| 86
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 54
| -23
| 38
| 4
| false
|
Tighten stops on momentum names
|
P5605
|
Cautious
|
IRA
|
USD
|
2024-11-21
| 159,069
| 14,749
| 144,320
| 1
| 36.7
| 33.3
| 19.9
| 10.1
|
VOO:23.5%;AMZN:23.5%;TLT:19.4%;BRK.B:16.1%;TSLA:17.5%
|
US:72.7;EU:9.9;APAC:6.9;EM:9.3;Other:1.2
|
Value:-0.3;Growth:+0.6;Quality:+0.1;Size:-0.4;Momentum:+0.5;LowVol:0.0
|
ESGOnly;MaxPos8%;NoMargin
| 8
| 25
| 3.4
|
trailing 10%
| 107
| 17.6
|
Bull
| 17.4
| 3.56
| 2.5
| 71
| 56
| 87
| 43
| false
|
Buy
|
Add to core equity +1%
| 35
| 1
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 2
| 8
| -7
| 5
| false
|
Increase defensive factor exposure
|
P5606
|
Opportunistic
|
Roth
|
USD
|
2024-08-11
| 1,569,526
| 55,826
| 1,513,700
| 1.07
| 66.8
| 14.5
| 13.3
| 5.4
|
GLD:34.5%;VNQ:34.5%;QQQ:31.0%
|
US:60.8;EU:15.1;APAC:11.5;EM:11.8;Other:0.8
|
Value:+0.6;Growth:+0.9;Quality:+0.7;Size:+0.4;Momentum:-0.9;LowVol:-0.1
| null | 7
| 30
| 6.6
|
trailing 9%
| 188
| 26.5
|
Sideways
| 19.2
| 3.77
| 3.2
| 108
| 59
| 65
| 63
| false
|
Sell
|
Trim extended winner -1%
| 1
| -13
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 4
| -55
| 41
| 5
| false
|
Monitor dispersion and breadth
|
P5607
|
Hands-off
|
IRA
|
USD
|
2024-07-20
| 592,823
| 30,962
| 561,861
| 1
| 57.9
| 18.4
| 14.7
| 8.9
|
HYG:33.7%;VTI:33.7%;IEF:32.6%
|
US:60.0;EU:20.8;APAC:10.0;EM:7.2;Other:2.1
|
Value:+0.7;Growth:-0.8;Quality:-0.5;Size:+0.2;Momentum:+0.3;LowVol:-0.4
|
ESGOnly
| 6
| 35
| 3.2
|
trailing 10%
| 90
| 12.9
|
Bull
| 14.8
| 4.96
| 2.6
| 95
| 41
| 71
| 53
| false
|
Buy
|
Add to core equity +1%
| 0
| -38
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 91
| 6
| 145
| 3
| false
|
Within IPS guidelines
|
P5608
|
Opportunistic
|
IRA
|
USD
|
2024-07-27
| 424,911
| 15,298
| 409,613
| 1
| 72.4
| 18.7
| 1.5
| 7.5
|
GLD:21.2%;QQQ:13.6%;XLF:19.5%;TLT:13.1%;AAPL:16.9%;VOO:15.8%
|
US:69.6;EU:10.6;APAC:6.5;EM:8.4;Other:4.8
|
Value:-0.1;Growth:+0.3;Quality:-0.4;Size:-0.2;Momentum:-0.8;LowVol:-0.7
|
MaxPos5%
| 6
| 25
| 6
|
hard 12%
| 271
| 24.4
|
Sideways
| 18.7
| 3.57
| 2.2
| 131
| -22
| 24
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -38
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 66
| -3
| 42
| 3
| false
|
Tighten stops on momentum names
|
P5609
|
Hands-off
|
Taxable
|
USD
|
2024-09-15
| 176,651
| 11,095
| 165,556
| 1
| 64
| 27.3
| 0
| 8.8
|
MUB:21.6%;IEF:21.6%;QQQ:21.6%;GLD:15.0%;BND:9.2%;XLF:11.2%
|
US:72.6;EU:8.0;APAC:7.1;EM:12.0;Other:0.3
|
Value:-0.6;Growth:+0.8;Quality:-0.7;Size:+0.9;Momentum:-0.4;LowVol:+0.3
|
ESGOnly;MaxPos8%
| 8
| 30
| 4.7
|
hard 10%
| 138
| 19
|
Sideways
| 16.1
| 3.95
| 2.9
| 114
| 60
| 86
| 51
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 0
| 9
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 52
| -28
| 135
| 5
| false
|
Tax-aware sells next window
|
P5610
|
Hands-off
|
IRA
|
USD
|
2025-09-23
| 716,954
| 66,287
| 650,667
| 1
| 58.9
| 17.6
| 18.5
| 5
|
TLT:24.9%;MUB:10.9%;XLF:14.3%;GLD:24.9%;AAPL:24.9%
|
US:66.3;EU:14.8;APAC:9.2;EM:8.5;Other:1.3
|
Value:-1.0;Growth:+0.7;Quality:-0.9;Size:-0.7;Momentum:+0.1;LowVol:-0.7
|
ESGOnly;MaxPos6%;NoDerivatives
| 8
| 35
| 3.8
|
trailing 8%
| 151
| 13.1
|
Bear
| 26.2
| 3.73
| 2.1
| 131
| -67
| 5
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| 10
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| 17
| -50
| 75
| 4
| false
|
Increase defensive factor exposure
|
P5611
|
Hands-off
|
IRA
|
USD
|
2024-09-11
| 792,941
| 60,388
| 732,553
| 1
| 70.5
| 19.2
| 1.6
| 8.7
|
MUB:22.7%;GLD:21.5%;AAPL:14.8%;XLF:18.2%;TSLA:22.7%
|
US:60.1;EU:18.8;APAC:7.9;EM:12.3;Other:1.0
|
Value:-0.1;Growth:-0.3;Quality:+0.3;Size:+0.1;Momentum:+0.8;LowVol:+0.8
| null | 8
| 25
| 4.3
|
trailing 8%
| 124
| 17.6
|
Bear
| 25
| 3.71
| 1.4
| 196
| -21
| 37
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 23
| -29
|
BrokerC
|
MKT
| 89
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 42
| -56
| 165
| 5
| false
|
Within IPS guidelines
|
P5612
|
Systematic
|
401k
|
USD
|
2025-03-03
| 633,574
| 43,988
| 589,586
| 1
| 61.4
| 30
| 0
| 8.6
|
MSFT:17.9%;HYG:13.6%;BND:17.1%;VOO:17.6%;IEF:14.4%;QQQ:19.5%
|
US:65.9;EU:7.1;APAC:13.3;EM:10.1;Other:3.6
|
Value:-0.1;Growth:-1.0;Quality:+0.5;Size:-0.2;Momentum:+0.3;LowVol:-0.9
|
MaxPos7%;NoDerivatives
| 8
| 35
| 4.6
|
hard 12%
| 148
| 19
|
Sideways
| 20.8
| 3.6
| 3.4
| 109
| 55
| 91
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| 6
|
BrokerB
|
MKT
| 100
| null | null |
Normal monitoring
| 105
| 3
| 73
| 4
| false
|
Tax-aware sells next window
|
P5613
|
Systematic
|
401k
|
USD
|
2024-10-04
| 1,764,360
| 136,682
| 1,627,678
| 1
| 60.8
| 29.5
| 4.6
| 5
|
TSLA:25.1%;TLT:25.1%;QQQ:25.1%;MSFT:24.8%
|
US:71.0;EU:11.0;APAC:9.9;EM:5.2;Other:2.9
|
Value:+0.5;Growth:-0.1;Quality:+0.2;Size:-0.2;Momentum:-0.3;LowVol:-0.5
| null | 5
| 25
| 5.9
|
trailing 9%
| 152
| 16.5
|
Bull
| 14.4
| 4.58
| 2.7
| 108
| 39
| 74
| 49
| false
|
Sell
|
Trim extended winner -1%
| 17
| -39
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| -18
| -58
| -39
| 5
| false
|
Increase defensive factor exposure
|
P5614
|
Opportunistic
|
Roth
|
USD
|
2025-12-21
| 1,595,849
| 80,434
| 1,515,415
| 1
| 66.1
| 19.9
| 6.3
| 7.6
|
XLF:27.2%;GLD:27.2%;VNQ:27.2%;BND:18.3%
|
US:66.2;EU:16.0;APAC:8.1;EM:6.7;Other:3.0
|
Value:+0.5;Growth:0.0;Quality:-0.4;Size:-0.2;Momentum:-0.0;LowVol:-0.2
|
MaxPos6%
| 8
| 35
| 7
|
trailing 9%
| 214
| 20.7
|
Bear
| 25.6
| 4.4
| 1.1
| 138
| -55
| 12
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| -15
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 90
| 3
| 133
| 5
| false
|
Monitor dispersion and breadth
|
P5615
|
Opportunistic
|
IRA
|
USD
|
2025-02-12
| 1,243,762
| 74,162
| 1,169,600
| 1
| 75.7
| 17.2
| 0
| 7.2
|
BND:15.8%;QQQ:21.2%;GLD:21.9%;AAPL:6.5%;VOO:12.7%;MUB:21.9%
|
US:68.1;EU:11.4;APAC:9.0;EM:11.3;Other:0.2
|
Value:+0.5;Growth:-0.3;Quality:-0.6;Size:+0.4;Momentum:-0.1;LowVol:+0.3
|
MaxPos8%
| 6
| 35
| 5.3
|
trailing 9%
| 237
| 32.6
|
Bull
| 13.3
| 4.29
| 2.2
| 71
| 12
| 58
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -30
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| 57
| 19
| 149
| 5
| false
|
Within IPS guidelines
|
P5616
|
Active
|
Roth
|
USD
|
2024-09-21
| 2,167,161
| 243,726
| 1,923,435
| 1
| 65.4
| 25.1
| 0
| 9.4
|
VNQ:19.9%;TSLA:9.7%;QQQ:21.9%;XLF:19.4%;BND:21.9%;HYG:7.3%
|
US:72.3;EU:10.5;APAC:11.0;EM:5.0;Other:1.2
|
Value:+0.4;Growth:-0.8;Quality:-0.6;Size:+0.4;Momentum:-0.1;LowVol:-0.0
|
NoDerivatives
| 8
| 35
| 6
|
trailing 8%
| 157
| 23.4
|
Bear
| 24.4
| 4.39
| 2.9
| 186
| 5
| 50
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -1
|
BrokerB
|
VWAP
| 86
| null | null |
Normal monitoring
| -7
| -59
| 102
| 4
| false
|
Monitor dispersion and breadth
|
P5617
|
Hands-off
|
Roth
|
USD
|
2025-12-26
| 535,428
| 31,589
| 503,839
| 1
| 64.2
| 19.6
| 8.6
| 7.5
|
AMZN:15.1%;TSLA:22.6%;VNQ:16.7%;BND:22.8%;BRK.B:22.8%
|
US:68.7;EU:8.9;APAC:8.1;EM:9.4;Other:4.8
|
Value:-0.6;Growth:+0.6;Quality:-0.5;Size:-0.7;Momentum:-0.3;LowVol:+0.1
|
ESGOnly
| 7
| 35
| 3.7
|
hard 10%
| 131
| 17.5
|
Bull
| 12.6
| 4.99
| 3.2
| 81
| 90
| 99
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -9
|
BrokerC
|
VWAP
| 94
| null | null |
Normal monitoring
| -4
| -15
| 5
| 5
| false
|
Monitor dispersion and breadth
|
P5618
|
Active
|
Trust
|
USD
|
2024-07-16
| 1,547,286
| 148,689
| 1,398,597
| 1
| 58.2
| 30.9
| 1.8
| 9.1
|
AAPL:22.9%;AMZN:21.5%;VTI:19.2%;BRK.B:17.7%;QQQ:18.8%
|
US:65.5;EU:10.8;APAC:11.9;EM:8.9;Other:2.9
|
Value:-0.5;Growth:-0.1;Quality:-0.2;Size:+1.0;Momentum:-0.5;LowVol:-0.9
|
MaxPos7%;NoDerivatives
| 10
| 35
| 4.5
|
trailing 8%
| 230
| 21.3
|
Volatile
| 31.4
| 3.97
| 2.5
| 160
| 56
| 81
| 82
| true
|
Hedge
|
Buy index puts 1% notional
| 6
| 1
|
BrokerC
|
LMT
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 84
| -1
| 77
| 4
| false
|
Increase defensive factor exposure
|
P5619
|
Systematic
|
Taxable
|
USD
|
2024-10-13
| 1,613,045
| 152,482
| 1,460,563
| 1
| 55.5
| 28.4
| 9.3
| 6.8
|
VTI:9.4%;VNQ:26.0%;AAPL:26.0%;MSFT:26.0%;AMZN:12.5%
|
US:66.2;EU:13.1;APAC:9.6;EM:6.8;Other:4.3
|
Value:+0.4;Growth:-0.6;Quality:+0.7;Size:-0.5;Momentum:-0.0;LowVol:+1.0
| null | 8
| 35
| 5
|
trailing 8%
| 155
| 26.1
|
Volatile
| 25.5
| 3.67
| 4.2
| 135
| 34
| 54
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -37
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| -51
| 9
| 61
| 4
| false
|
Tax-aware sells next window
|
P5620
|
Opportunistic
|
Roth
|
USD
|
2025-05-01
| 1,610,297
| 53,329
| 1,556,968
| 1.12
| 66.9
| 21.7
| 5.6
| 5.9
|
IEF:14.0%;GLD:20.9%;TSLA:20.9%;QQQ:16.2%;VTI:7.0%;VNQ:20.9%
|
US:67.6;EU:14.2;APAC:6.0;EM:10.4;Other:1.7
|
Value:+0.9;Growth:-0.5;Quality:-0.3;Size:-0.8;Momentum:+0.1;LowVol:-0.8
|
MaxPos8%
| 6
| 30
| 6.6
|
trailing 9%
| 207
| 26.2
|
Sideways
| 16.1
| 4.75
| 3
| 101
| 53
| 67
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| 8
|
BrokerA
|
VWAP
| 97
| null | null |
Normal monitoring
| 87
| -50
| 143
| 4
| false
|
Tighten stops on momentum names
|
P5621
|
Hands-off
|
401k
|
USD
|
2025-07-09
| 543,946
| 43,452
| 500,494
| 1
| 65.2
| 19
| 8.4
| 7.4
|
AAPL:16.3%;QQQ:27.9%;IEF:27.9%;VOO:27.9%
|
US:57.7;EU:13.2;APAC:14.3;EM:10.3;Other:4.6
|
Value:-0.2;Growth:-0.7;Quality:+0.2;Size:+0.2;Momentum:+0.3;LowVol:+0.2
|
MaxPos8%;NoDerivatives
| 5
| 35
| 5.8
|
trailing 10%
| 110
| 13.6
|
Bull
| 16.5
| 4.98
| 3
| 102
| 51
| 62
| 59
| true
|
Rebalance
|
Rebalance back to target bands
| 22
| -37
|
BrokerC
|
LMT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 37
| -27
| 126
| 3
| false
|
Tax-aware sells next window
|
P5622
|
Hands-off
|
Roth
|
USD
|
2024-07-04
| 338,291
| 25,163
| 313,128
| 1
| 64
| 20.7
| 6
| 9.3
|
VNQ:21.5%;AMZN:12.5%;TSLA:20.4%;AAPL:6.0%;XLF:18.0%;BRK.B:21.5%
|
US:63.3;EU:17.2;APAC:13.7;EM:4.5;Other:1.3
|
Value:+0.8;Growth:+0.5;Quality:-0.3;Size:-0.9;Momentum:+0.7;LowVol:+0.9
| null | 6
| 25
| 4.6
|
trailing 8%
| 130
| 16.2
|
Volatile
| 25.2
| 4.98
| 2
| 137
| 10
| 40
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -14
| 6
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 24
| 5
| 74
| 3
| false
|
Within IPS guidelines
|
P5623
|
Hands-off
|
Trust
|
USD
|
2025-04-13
| 226,408
| 22,286
| 204,122
| 1
| 74.4
| 15.8
| 0.7
| 9.1
|
AMZN:26.5%;VTI:20.5%;BRK.B:26.5%;HYG:26.5%
|
US:59.7;EU:17.6;APAC:12.9;EM:7.5;Other:2.2
|
Value:+0.7;Growth:-0.0;Quality:-0.4;Size:-0.6;Momentum:-0.8;LowVol:+0.3
| null | 10
| 25
| 5.9
|
trailing 10%
| 123
| 19.6
|
Volatile
| 25.2
| 3.95
| 4.2
| 159
| -52
| 20
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -18
|
BrokerC
|
VWAP
| 98
| null | null |
Normal monitoring
| -16
| -50
| 26
| 3
| false
|
Within IPS guidelines
|
P5624
|
Systematic
|
Roth
|
USD
|
2024-07-24
| 1,787,868
| 129,481
| 1,658,387
| 1
| 56.2
| 21
| 13.3
| 9.5
|
MUB:24.2%;BND:24.2%;QQQ:11.5%;IEF:15.9%;HYG:24.2%
|
US:69.0;EU:8.4;APAC:9.6;EM:10.7;Other:2.4
|
Value:+0.3;Growth:-0.4;Quality:+0.9;Size:+0.5;Momentum:-0.3;LowVol:+0.6
|
MaxPos5%
| 10
| 35
| 5.9
|
hard 12%
| 193
| 27.6
|
Bear
| 31.4
| 4.08
| 1.5
| 169
| -3
| 63
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| -6
|
BrokerA
|
MKT
| 92
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -55
| 16
| -8
| 5
| false
|
Tax-aware sells next window
|
P5625
|
Systematic
|
Taxable
|
USD
|
2024-07-24
| 444,753
| 35,958
| 408,795
| 1
| 64.7
| 25.4
| 0.2
| 9.7
|
GLD:33.3%;VTI:33.3%;QQQ:33.3%
|
US:69.6;EU:12.8;APAC:9.0;EM:6.6;Other:2.0
|
Value:+0.9;Growth:-0.1;Quality:-0.7;Size:-0.2;Momentum:-0.2;LowVol:-0.0
|
MaxPos8%
| 5
| 25
| 5.9
|
trailing 8%
| 212
| 21.3
|
Bull
| 14.3
| 4.78
| 3.2
| 89
| 30
| 74
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| 10
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| 21
| -16
| 135
| 3
| false
|
Increase defensive factor exposure
|
P5626
|
Cautious
|
Roth
|
USD
|
2024-10-21
| 343,992
| 37,087
| 306,905
| 1
| 44.5
| 37
| 7.7
| 10.8
|
TLT:21.4%;QQQ:14.2%;HYG:22.7%;TSLA:19.0%;MSFT:22.7%
|
US:69.6;EU:9.3;APAC:11.4;EM:8.0;Other:1.7
|
Value:+1.0;Growth:-0.1;Quality:+0.5;Size:+0.7;Momentum:-0.1;LowVol:-0.9
|
NoDerivatives;NoMargin
| 7
| 35
| 4.1
|
hard 10%
| 92
| 15.5
|
Sideways
| 16.9
| 3.62
| 3
| 119
| -1
| 55
| 40
| true
|
Hedge
|
Buy index puts 1% notional
| 25
| -30
|
BrokerC
|
VWAP
| 89
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 74
| -13
| 65
| 3
| false
|
Tax-aware sells next window
|
P5627
|
Opportunistic
|
Trust
|
USD
|
2024-10-10
| 657,041
| 46,974
| 610,067
| 1
| 70.4
| 20.5
| 1.6
| 7.6
|
BRK.B:20.7%;AAPL:10.4%;VNQ:8.2%;AMZN:19.3%;MSFT:20.7%;BND:20.7%
|
US:68.2;EU:13.0;APAC:11.3;EM:4.2;Other:3.3
|
Value:+0.2;Growth:+0.4;Quality:-0.0;Size:0.0;Momentum:-0.8;LowVol:-0.6
| null | 7
| 30
| 5.7
|
trailing 9%
| 269
| 28.6
|
Volatile
| 29.1
| 4.52
| 3.6
| 120
| 61
| 71
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| -2
| 2
|
BrokerB
|
LMT
| 100
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 83
| 17
| 186
| 4
| false
|
Tax-aware sells next window
|
P5628
|
Systematic
|
Trust
|
USD
|
2024-07-15
| 924,033
| 50,358
| 873,675
| 1
| 59.6
| 31.8
| 0
| 8.6
|
TLT:21.1%;IEF:13.1%;QQQ:11.1%;VNQ:13.1%;HYG:20.5%;VOO:21.1%
|
US:64.8;EU:19.0;APAC:8.3;EM:7.0;Other:0.9
|
Value:+0.8;Growth:-0.9;Quality:+0.4;Size:+0.6;Momentum:-0.6;LowVol:+0.2
|
MaxPos8%
| 7
| 35
| 4.6
|
trailing 8%
| 210
| 16.3
|
Bull
| 11.2
| 4.16
| 3.2
| 80
| 10
| 70
| 30
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -3
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| -23
| -17
| 61
| 3
| false
|
Tax-aware sells next window
|
P5629
|
Hands-off
|
IRA
|
USD
|
2025-12-11
| 665,727
| 40,873
| 624,854
| 1
| 65.3
| 27.7
| 0
| 7.1
|
MUB:15.2%;BND:18.9%;HYG:19.6%;GLD:11.1%;AAPL:20.2%;IEF:15.0%
|
US:69.9;EU:12.0;APAC:7.5;EM:9.1;Other:1.5
|
Value:-0.8;Growth:-0.5;Quality:+0.9;Size:-0.5;Momentum:-0.5;LowVol:+0.4
| null | 8
| 25
| 5.4
|
trailing 8%
| 142
| 17
|
Bear
| 28
| 3.95
| 2.2
| 161
| -65
| 26
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -7
| -21
|
BrokerD
|
LMT
| 95
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 43
| 20
| 65
| 3
| false
|
Tax-aware sells next window
|
P5630
|
Opportunistic
|
401k
|
USD
|
2025-08-08
| 1,644,907
| 140,462
| 1,504,445
| 1
| 76.8
| 13.6
| 1.1
| 8.5
|
VOO:11.8%;AAPL:25.4%;GLD:19.5%;IEF:25.4%;VNQ:17.8%
|
US:62.8;EU:16.9;APAC:13.1;EM:6.3;Other:0.9
|
Value:+0.6;Growth:-0.0;Quality:+0.7;Size:+0.6;Momentum:-0.5;LowVol:-0.7
|
NoDerivatives
| 6
| 30
| 7
|
trailing 7%
| 254
| 22.5
|
Sideways
| 14.4
| 4.9
| 2.6
| 134
| 11
| 45
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -23
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 103
| -31
| 155
| 3
| false
|
Tighten stops on momentum names
|
P5631
|
Opportunistic
|
401k
|
USD
|
2024-08-24
| 715,314
| 34,702
| 680,612
| 1.25
| 61.6
| 13.5
| 19.3
| 5.6
|
BND:22.5%;QQQ:18.3%;VTI:14.3%;IEF:22.2%;HYG:22.5%
|
US:67.5;EU:10.1;APAC:15.6;EM:3.6;Other:3.2
|
Value:-0.6;Growth:+0.7;Quality:+0.8;Size:+0.8;Momentum:-0.0;LowVol:-0.4
|
MaxPos8%
| 7
| 25
| 6.1
|
trailing 7%
| 206
| 34.8
|
Volatile
| 26.2
| 3.64
| 2.2
| 160
| -57
| 28
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -24
|
BrokerA
|
LMT
| 100
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -21
| -20
| 13
| 5
| false
|
Increase defensive factor exposure
|
P5632
|
Cautious
|
IRA
|
USD
|
2025-11-06
| 597,505
| 75,287
| 522,218
| 1
| 48.2
| 38.8
| 0
| 13
|
AMZN:33.3%;TLT:33.3%;AAPL:33.3%
|
US:71.7;EU:9.0;APAC:9.6;EM:6.4;Other:3.2
|
Value:+0.7;Growth:+0.7;Quality:-0.8;Size:+0.8;Momentum:+0.3;LowVol:+0.3
|
NoMargin
| 5
| 35
| 5.5
|
trailing 8%
| 148
| 15.8
|
Sideways
| 20.4
| 3.97
| 2.7
| 117
| 29
| 58
| 41
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 30
| 5
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 116
| -30
| 91
| 5
| false
|
Tighten stops on momentum names
|
P5633
|
Opportunistic
|
401k
|
USD
|
2024-12-04
| 1,382,137
| 89,487
| 1,292,650
| 1
| 69
| 14.5
| 10.3
| 6.3
|
AAPL:26.6%;MUB:36.7%;AMZN:36.7%
|
US:74.4;EU:8.3;APAC:10.7;EM:4.1;Other:2.4
|
Value:-0.1;Growth:-0.8;Quality:+0.3;Size:+0.7;Momentum:+0.3;LowVol:-0.0
| null | 7
| 25
| 6.6
|
trailing 7%
| 246
| 27.2
|
Bull
| 13.1
| 4.77
| 2.3
| 117
| 54
| 70
| 49
| false
|
Sell
|
Trim extended winner -1%
| 33
| -13
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| 106
| 10
| 194
| 3
| false
|
Within IPS guidelines
|
P5634
|
Active
|
Roth
|
USD
|
2025-07-17
| 1,933,773
| 181,645
| 1,752,128
| 1
| 51.6
| 18.9
| 19.9
| 9.6
|
VTI:25.0%;VNQ:25.0%;BRK.B:25.0%;MUB:25.0%
|
US:64.3;EU:15.3;APAC:15.1;EM:3.9;Other:1.3
|
Value:-0.7;Growth:+0.9;Quality:+1.0;Size:+0.2;Momentum:-0.8;LowVol:+0.5
| null | 6
| 30
| 4.4
|
trailing 9%
| 216
| 21.2
|
Sideways
| 14.1
| 4.92
| 2.5
| 120
| 23
| 76
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -16
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 102
| 13
| 144
| 5
| false
|
Tax-aware sells next window
|
P5635
|
Hands-off
|
IRA
|
USD
|
2025-04-22
| 230,990
| 12,922
| 218,068
| 1
| 58.1
| 21.9
| 11.5
| 8.5
|
GLD:28.1%;AMZN:28.1%;MSFT:27.4%;VNQ:16.4%
|
US:66.4;EU:16.9;APAC:5.5;EM:10.2;Other:1.0
|
Value:-0.0;Growth:+0.6;Quality:-0.7;Size:-0.4;Momentum:-0.9;LowVol:0.0
| null | 6
| 35
| 3.7
|
trailing 8%
| 153
| 17.8
|
Volatile
| 23.4
| 4.43
| 2.6
| 135
| 13
| 47
| 66
| false
|
Sell
|
Trim extended winner -1%
| 13
| 8
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 23
| -1
| 69
| 5
| false
|
Monitor dispersion and breadth
|
P5636
|
Hands-off
|
Taxable
|
USD
|
2024-12-23
| 426,852
| 34,117
| 392,735
| 1
| 66.5
| 24.9
| 1.4
| 7.2
|
BND:25.7%;XLF:25.2%;VTI:23.3%;GLD:25.7%
|
US:66.8;EU:14.9;APAC:6.3;EM:8.4;Other:3.6
|
Value:+0.2;Growth:-0.6;Quality:+0.4;Size:+0.3;Momentum:+0.1;LowVol:-0.0
|
ESGOnly;NoDerivatives
| 7
| 35
| 5.1
|
hard 10%
| 103
| 17.3
|
Bull
| 11
| 4.91
| 3.1
| 77
| 36
| 81
| 45
| false
|
Sell
|
Trim extended winner -1%
| 35
| -25
|
BrokerA
|
VWAP
| 87
| null | null |
Normal monitoring
| -7
| -18
| 54
| 4
| false
|
Increase defensive factor exposure
|
P5637
|
Systematic
|
Taxable
|
USD
|
2024-10-16
| 862,366
| 54,234
| 808,132
| 1
| 62.4
| 28.4
| 0
| 9.2
|
IEF:33.3%;TLT:33.3%;VNQ:33.3%
|
US:67.9;EU:6.3;APAC:12.3;EM:9.7;Other:3.9
|
Value:-0.2;Growth:-0.6;Quality:-0.1;Size:-0.3;Momentum:+0.8;LowVol:-0.7
| null | 5
| 35
| 4.5
|
trailing 8%
| 164
| 16
|
Bull
| 17.7
| 3.72
| 2.8
| 114
| 71
| 72
| 42
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| 11
|
BrokerC
|
MKT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 41
| -33
| 93
| 3
| false
|
Increase defensive factor exposure
|
P5638
|
Hands-off
|
401k
|
USD
|
2025-12-10
| 678,006
| 53,213
| 624,793
| 1
| 69
| 21.7
| 0
| 9.3
|
VOO:33.3%;AAPL:33.3%;HYG:33.3%
|
US:66.3;EU:8.9;APAC:13.1;EM:10.3;Other:1.4
|
Value:+0.6;Growth:-0.9;Quality:+0.2;Size:+0.8;Momentum:-0.3;LowVol:+0.1
| null | 6
| 30
| 3.3
|
trailing 8%
| 106
| 13.5
|
Sideways
| 19.8
| 4.89
| 3
| 96
| -8
| 43
| 59
| false
|
Sell
|
Trim extended winner -1%
| -14
| 6
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| 33
| 17
| 41
| 4
| false
|
Within IPS guidelines
|
P5639
|
Active
|
Taxable
|
USD
|
2025-08-29
| 1,811,157
| 114,279
| 1,696,878
| 1
| 59.6
| 18.2
| 16.2
| 5.9
|
VOO:13.1%;IEF:22.1%;BND:22.1%;VNQ:17.5%;MUB:10.2%;TLT:15.0%
|
US:56.5;EU:15.9;APAC:15.3;EM:11.4;Other:0.9
|
Value:-0.1;Growth:-0.3;Quality:+0.7;Size:-0.6;Momentum:-0.9;LowVol:+0.3
|
NoDerivatives
| 7
| 25
| 5.1
|
trailing 9%
| 193
| 22.8
|
Bull
| 15
| 4.24
| 2.5
| 99
| 53
| 91
| 44
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -9
| -40
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| 78
| -47
| 40
| 3
| false
|
Tax-aware sells next window
|
P5640
|
Cautious
|
Taxable
|
USD
|
2024-12-31
| 483,831
| 66,946
| 416,885
| 1
| 49
| 37.5
| 0
| 13.5
|
AMZN:33.3%;MUB:33.3%;QQQ:33.3%
|
US:74.8;EU:9.3;APAC:8.3;EM:6.3;Other:1.3
|
Value:-0.2;Growth:-0.2;Quality:+0.5;Size:+0.3;Momentum:-0.2;LowVol:-0.8
|
MaxPos8%;NoMargin
| 10
| 35
| 5.1
|
hard 10%
| 139
| 12.2
|
Bear
| 26.9
| 3.91
| 1.7
| 177
| -87
| 5
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 24
| 7
|
BrokerC
|
LMT
| 89
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 96
| -24
| 214
| 4
| false
|
Tighten stops on momentum names
|
P5641
|
Opportunistic
|
Trust
|
USD
|
2024-08-14
| 333,124
| 22,766
| 310,358
| 1
| 65
| 20.5
| 5.8
| 8.8
|
GLD:16.2%;XLF:15.2%;TSLA:17.7%;BND:19.9%;IEF:13.5%;QQQ:17.5%
|
US:68.5;EU:12.9;APAC:7.8;EM:6.4;Other:4.4
|
Value:+0.9;Growth:+0.6;Quality:+0.6;Size:+0.4;Momentum:+0.7;LowVol:-0.4
| null | 8
| 35
| 4.9
|
trailing 7%
| 210
| 26.8
|
Bear
| 31.4
| 3.93
| 1.4
| 161
| -25
| 43
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 1
| -25
|
BrokerC
|
LMT
| 90
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 118
| -38
| 154
| 2
| false
|
Tighten stops on momentum names
|
P5642
|
Systematic
|
Taxable
|
USD
|
2024-09-07
| 1,164,245
| 63,207
| 1,101,038
| 1
| 62.4
| 24
| 8.1
| 5.5
|
AAPL:24.1%;GLD:14.0%;TSLA:24.1%;VOO:24.1%;XLF:13.6%
|
US:55.8;EU:19.0;APAC:15.1;EM:9.2;Other:0.9
|
Value:-0.3;Growth:+0.1;Quality:-0.9;Size:+0.9;Momentum:-0.2;LowVol:+0.3
| null | 5
| 35
| 5.2
|
trailing 8%
| 157
| 18.9
|
Bear
| 24.2
| 3.06
| 1.4
| 187
| -14
| 40
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| 11
|
BrokerA
|
MKT
| 96
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -24
| -2
| 23
| 4
| false
|
Tighten stops on momentum names
|
P5643
|
Opportunistic
|
Taxable
|
USD
|
2025-04-23
| 1,350,012
| 42,831
| 1,307,181
| 1
| 72.6
| 10.1
| 13.2
| 4.1
|
VNQ:14.7%;VTI:13.1%;TLT:20.1%;VOO:18.2%;TSLA:17.2%;BND:16.6%
|
US:64.2;EU:11.2;APAC:9.7;EM:10.1;Other:4.7
|
Value:-0.6;Growth:+0.6;Quality:+0.3;Size:-0.8;Momentum:+0.9;LowVol:-0.6
|
MaxPos6%
| 5
| 35
| 6.4
|
trailing 9%
| 232
| 23.9
|
Bear
| 25.5
| 4.1
| 2.4
| 186
| 11
| 67
| 80
| true
|
Rebalance
|
Rebalance back to target bands
| -7
| -38
|
BrokerA
|
LMT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 90
| -6
| 89
| 5
| false
|
Increase defensive factor exposure
|
P5644
|
Hands-off
|
401k
|
USD
|
2025-01-09
| 360,972
| 33,399
| 327,573
| 1
| 64.4
| 28.7
| 0
| 7
|
BRK.B:27.7%;VOO:17.0%;IEF:27.7%;TLT:27.7%
|
US:73.8;EU:9.1;APAC:11.8;EM:4.4;Other:0.9
|
Value:-0.1;Growth:+0.5;Quality:+0.4;Size:+0.3;Momentum:+0.2;LowVol:+0.6
| null | 7
| 35
| 3.3
|
trailing 8%
| 163
| 15.4
|
Volatile
| 29.8
| 5.18
| 2.2
| 153
| -55
| 36
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| -11
|
BrokerB
|
LMT
| 98
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 81
| -39
| 207
| 2
| false
|
Monitor dispersion and breadth
|
P5645
|
Active
|
Roth
|
USD
|
2025-05-02
| 703,225
| 64,146
| 639,079
| 1
| 51
| 31.4
| 12.3
| 5.2
|
QQQ:22.0%;HYG:22.0%;XLF:12.2%;MSFT:22.0%;VTI:22.0%
|
US:61.4;EU:9.1;APAC:14.8;EM:10.0;Other:4.7
|
Value:-0.5;Growth:+0.3;Quality:+0.4;Size:+0.4;Momentum:-0.1;LowVol:-0.4
|
MaxPos5%
| 7
| 30
| 4.9
|
trailing 8%
| 178
| 25.3
|
Volatile
| 25.9
| 5.45
| 2
| 122
| 36
| 76
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -8
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 90
| -27
| 104
| 5
| false
|
Tax-aware sells next window
|
P5646
|
Active
|
Taxable
|
USD
|
2025-08-24
| 2,360,992
| 186,917
| 2,174,075
| 1
| 50.6
| 31.8
| 10.6
| 6.9
|
HYG:17.2%;VOO:20.4%;QQQ:20.4%;VNQ:17.0%;BRK.B:11.9%;XLF:13.1%
|
US:66.8;EU:12.2;APAC:9.0;EM:8.6;Other:3.4
|
Value:+1.0;Growth:+0.6;Quality:-0.7;Size:+0.4;Momentum:-0.7;LowVol:-0.9
|
MaxPos5%
| 6
| 30
| 5
|
trailing 8%
| 178
| 16.3
|
Bear
| 30.6
| 4.25
| 2.4
| 186
| -104
| 7
| 81
| true
|
Rebalance
|
Rebalance back to target bands
| 14
| -8
|
BrokerB
|
MKT
| 96
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 81
| -55
| 208
| 3
| false
|
Tighten stops on momentum names
|
P5647
|
Cautious
|
Trust
|
USD
|
2025-09-09
| 640,714
| 88,633
| 552,081
| 1
| 47.3
| 39.2
| 0
| 13.5
|
VTI:25.0%;HYG:25.0%;TLT:25.0%;QQQ:25.0%
|
US:71.1;EU:14.6;APAC:8.1;EM:6.0;Other:0.3
|
Value:+0.9;Growth:+1.0;Quality:-0.9;Size:+0.5;Momentum:+0.1;LowVol:-0.8
|
MaxPos7%;NoDerivatives;NoMargin
| 6
| 25
| 4.2
|
trailing 8%
| 170
| 17.9
|
Bull
| 11.5
| 4.74
| 3.1
| 98
| 38
| 80
| 36
| false
|
NoAction
|
Within bands; monitor
| 10
| -39
|
BrokerB
|
LMT
| 88
| null | null |
Normal monitoring
| 13
| -21
| 116
| 4
| false
|
Tax-aware sells next window
|
P5648
|
Opportunistic
|
Roth
|
USD
|
2025-10-06
| 659,346
| 23,520
| 635,826
| 1
| 76.8
| 16
| 0
| 7.2
|
IEF:30.1%;VOO:22.6%;QQQ:21.8%;GLD:25.4%
|
US:64.1;EU:17.7;APAC:8.9;EM:4.7;Other:4.6
|
Value:+0.6;Growth:+0.5;Quality:-0.3;Size:+0.3;Momentum:-0.8;LowVol:+0.4
| null | 5
| 35
| 4
|
trailing 7%
| 177
| 32.9
|
Bull
| 11.4
| 3.69
| 3.1
| 104
| 34
| 82
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -4
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 111
| 14
| 74
| 4
| false
|
Increase defensive factor exposure
|
P5649
|
Hands-off
|
IRA
|
USD
|
2025-07-17
| 648,032
| 46,654
| 601,378
| 1
| 59
| 29.9
| 1.8
| 9.3
|
TSLA:17.0%;AMZN:24.1%;MSFT:24.1%;VNQ:24.1%;HYG:10.6%
|
US:66.4;EU:12.0;APAC:12.1;EM:7.7;Other:1.8
|
Value:-0.5;Growth:-0.9;Quality:+0.8;Size:-0.6;Momentum:+0.2;LowVol:-0.0
|
ESGOnly
| 7
| 25
| 5
|
trailing 10%
| 161
| 13.4
|
Bull
| 14.4
| 3.84
| 3.4
| 108
| 112
| 100
| 49
| false
|
Buy
|
Add to core equity +1%
| 1
| -21
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| 88
| 14
| 125
| 5
| false
|
Monitor dispersion and breadth
|
P5650
|
Systematic
|
401k
|
USD
|
2025-05-21
| 1,832,567
| 132,937
| 1,699,630
| 1
| 61.3
| 30.9
| 0
| 7.8
|
VTI:15.8%;XLF:24.9%;HYG:24.9%;TLT:24.9%;GLD:9.5%
|
US:71.3;EU:10.4;APAC:8.3;EM:4.9;Other:5.0
|
Value:-0.9;Growth:+0.5;Quality:+0.5;Size:-0.7;Momentum:-0.3;LowVol:+0.3
|
MaxPos5%
| 7
| 35
| 4.9
|
hard 12%
| 217
| 26.7
|
Bull
| 16.9
| 3.79
| 3.2
| 84
| 54
| 73
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -2
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 1
| -35
| -4
| 5
| false
|
Tax-aware sells next window
|
P5651
|
Active
|
Trust
|
USD
|
2024-09-13
| 1,851,574
| 172,526
| 1,679,048
| 1.07
| 60.8
| 27.2
| 5.3
| 6.7
|
MUB:22.9%;IEF:22.9%;AMZN:19.5%;BRK.B:11.8%;QQQ:22.9%
|
US:58.8;EU:19.2;APAC:16.5;EM:4.6;Other:0.8
|
Value:+0.9;Growth:+0.7;Quality:-0.8;Size:+0.2;Momentum:+0.2;LowVol:-0.1
| null | 5
| 35
| 4.6
|
hard 12%
| 211
| 18
|
Bull
| 12.4
| 4.67
| 2.2
| 86
| 94
| 100
| 48
| false
|
Sell
|
Trim extended winner -1%
| 1
| 5
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| -45
| -18
| 45
| 4
| false
|
Monitor dispersion and breadth
|
P5652
|
Opportunistic
|
IRA
|
USD
|
2025-03-19
| 1,378,714
| 113,546
| 1,265,168
| 1.17
| 69.2
| 16.3
| 9.6
| 4.8
|
QQQ:17.4%;IEF:27.5%;VNQ:27.5%;VOO:27.5%
|
US:68.3;EU:9.7;APAC:9.4;EM:12.6;Other:0.0
|
Value:+0.1;Growth:-0.3;Quality:+0.1;Size:-0.6;Momentum:-0.1;LowVol:+0.7
| null | 5
| 25
| 4.4
|
trailing 7%
| 212
| 31.1
|
Bull
| 15.4
| 4.8
| 2.6
| 118
| 75
| 73
| 61
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -22
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| 99
| 17
| 158
| 4
| false
|
Tax-aware sells next window
|
P5653
|
Active
|
401k
|
USD
|
2025-08-26
| 1,973,168
| 220,284
| 1,752,884
| 1
| 57.4
| 27.4
| 9.6
| 5.7
|
AAPL:10.7%;QQQ:23.2%;IEF:23.2%;VNQ:23.2%;XLF:8.5%;GLD:11.3%
|
US:69.8;EU:12.7;APAC:8.5;EM:7.2;Other:1.9
|
Value:+0.6;Growth:+0.5;Quality:0.0;Size:+1.0;Momentum:-0.4;LowVol:-0.7
| null | 10
| 35
| 5.4
|
trailing 8%
| 163
| 26.1
|
Volatile
| 27.1
| 4.12
| 3.7
| 153
| 13
| 65
| 64
| false
|
Buy
|
Add to core equity +1%
| -5
| -30
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 43
| -49
| 69
| 4
| false
|
Tighten stops on momentum names
|
P5654
|
Active
|
Trust
|
USD
|
2025-02-19
| 1,064,681
| 111,197
| 953,484
| 1
| 62.7
| 19.2
| 9.2
| 8.9
|
VOO:33.3%;VTI:33.3%;TLT:33.3%
|
US:68.3;EU:16.6;APAC:5.3;EM:7.0;Other:2.8
|
Value:-0.0;Growth:-0.0;Quality:+0.8;Size:-0.4;Momentum:+0.1;LowVol:+0.4
| null | 7
| 35
| 4.6
|
trailing 8%
| 124
| 16.2
|
Volatile
| 27.5
| 5.01
| 3.4
| 165
| -2
| 63
| 77
| true
|
Rebalance
|
Rebalance back to target bands
| 5
| -32
|
BrokerB
|
LMT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 71
| -45
| 93
| 4
| false
|
Tax-aware sells next window
|
P5655
|
Active
|
Taxable
|
USD
|
2025-01-24
| 1,589,150
| 159,467
| 1,429,683
| 1
| 61.9
| 29.8
| 0
| 8.3
|
XLF:26.5%;MUB:21.4%;IEF:26.5%;TSLA:25.5%
|
US:63.6;EU:12.9;APAC:13.5;EM:4.5;Other:5.5
|
Value:+0.2;Growth:-0.3;Quality:-0.9;Size:+0.5;Momentum:+0.9;LowVol:-0.6
|
MaxPos7%
| 8
| 25
| 4.7
|
trailing 8%
| 122
| 21.4
|
Bear
| 29.7
| 4.47
| 1.8
| 214
| -75
| 23
| 85
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 15
| -24
|
BrokerA
|
VWAP
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -48
| -25
| -26
| 3
| false
|
Monitor dispersion and breadth
|
P5656
|
Opportunistic
|
Roth
|
USD
|
2024-08-13
| 1,562,328
| 49,791
| 1,512,537
| 1.22
| 66.9
| 15.7
| 10.4
| 7
|
MSFT:27.1%;HYG:23.1%;BRK.B:27.1%;IEF:22.6%
|
US:69.1;EU:13.5;APAC:11.6;EM:5.4;Other:0.4
|
Value:+0.1;Growth:+1.0;Quality:+0.2;Size:-0.9;Momentum:+0.1;LowVol:-0.9
| null | 5
| 25
| 6
|
hard 12%
| 196
| 30.2
|
Bull
| 15.5
| 4.65
| 2.3
| 116
| 85
| 98
| 59
| false
|
Sell
|
Trim extended winner -1%
| 27
| -29
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 72
| -56
| 60
| 4
| false
|
Increase defensive factor exposure
|
P5657
|
Opportunistic
|
Trust
|
USD
|
2024-10-10
| 1,482,229
| 91,294
| 1,390,935
| 1
| 71.4
| 15
| 5
| 8.5
|
QQQ:33.3%;XLF:33.3%;TLT:33.3%
|
US:68.8;EU:10.8;APAC:13.3;EM:3.5;Other:3.6
|
Value:0.0;Growth:-0.9;Quality:+0.3;Size:+0.7;Momentum:+0.2;LowVol:+0.3
| null | 5
| 30
| 5.4
|
trailing 9%
| 185
| 30.4
|
Volatile
| 29
| 5.23
| 4.1
| 116
| -34
| 29
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| -19
|
BrokerC
|
VWAP
| 93
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -6
| -35
| -19
| 2
| false
|
Monitor dispersion and breadth
|
P5658
|
Systematic
|
Trust
|
USD
|
2025-04-01
| 643,012
| 61,795
| 581,217
| 1
| 61.7
| 27.9
| 5.1
| 5.3
|
AAPL:25.1%;MUB:25.1%;HYG:25.1%;MSFT:24.8%
|
US:60.0;EU:12.8;APAC:11.9;EM:10.3;Other:4.9
|
Value:-0.2;Growth:-0.1;Quality:+0.6;Size:+0.4;Momentum:-0.7;LowVol:-0.1
|
MaxPos6%
| 10
| 25
| 4
|
trailing 8%
| 144
| 24.9
|
Bull
| 16.1
| 3.78
| 3.5
| 83
| 66
| 72
| 52
| false
|
NoAction
|
Within bands; monitor
| 1
| -22
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -12
| -56
| 82
| 3
| false
|
Increase defensive factor exposure
|
P5659
|
Cautious
|
401k
|
USD
|
2024-07-05
| 578,444
| 50,999
| 527,445
| 1
| 50.3
| 32.9
| 0
| 16.8
|
VTI:24.6%;QQQ:9.0%;AAPL:24.6%;XLF:17.2%;IEF:24.6%
|
US:71.6;EU:5.6;APAC:10.2;EM:9.4;Other:3.2
|
Value:+0.6;Growth:+0.2;Quality:+0.8;Size:-0.8;Momentum:-0.6;LowVol:-0.9
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 10
| 25
| 4
|
trailing 10%
| 140
| 15.4
|
Sideways
| 17.9
| 4.6
| 2.9
| 135
| 27
| 52
| 55
| false
|
Sell
|
Trim extended winner -1%
| 14
| -20
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 4
| 15
| 135
| 3
| false
|
Within IPS guidelines
|
P5660
|
Cautious
|
401k
|
USD
|
2025-11-27
| 892,848
| 136,034
| 756,814
| 1
| 47.7
| 38.1
| 0
| 14.2
|
QQQ:20.1%;BND:15.9%;TLT:13.9%;AMZN:18.3%;VTI:15.2%;TSLA:16.6%
|
US:66.4;EU:15.3;APAC:6.0;EM:10.7;Other:1.6
|
Value:+0.9;Growth:-0.9;Quality:+0.3;Size:-0.8;Momentum:+0.8;LowVol:-0.5
|
MaxPos5%;NoMargin
| 8
| 35
| 4.3
|
trailing 10%
| 146
| 18.1
|
Bull
| 17.9
| 4.57
| 3.5
| 117
| 83
| 76
| 38
| false
|
Buy
|
Add to core equity +1%
| -15
| -15
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| 67
| -42
| 200
| 5
| false
|
Tighten stops on momentum names
|
P5661
|
Active
|
IRA
|
USD
|
2025-03-15
| 1,942,282
| 185,272
| 1,757,010
| 1
| 52.8
| 29.5
| 11.8
| 5.9
|
TLT:24.3%;BRK.B:25.2%;BND:25.2%;MSFT:25.2%
|
US:67.0;EU:15.3;APAC:12.5;EM:4.3;Other:0.8
|
Value:-0.5;Growth:+0.6;Quality:+0.5;Size:+0.8;Momentum:-0.2;LowVol:-0.5
| null | 5
| 35
| 4.6
|
trailing 9%
| 161
| 27.9
|
Sideways
| 16.3
| 4.79
| 2
| 140
| 45
| 62
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 17
| -3
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 98
| -53
| 91
| 5
| false
|
Tax-aware sells next window
|
P5662
|
Active
|
Taxable
|
USD
|
2025-09-10
| 1,120,037
| 100,750
| 1,019,287
| 1.23
| 56.5
| 23.9
| 11.7
| 7.9
|
MSFT:33.3%;MUB:33.3%;AAPL:33.3%
|
US:66.0;EU:18.6;APAC:5.5;EM:6.9;Other:2.9
|
Value:+0.2;Growth:+0.2;Quality:+0.6;Size:-0.6;Momentum:-0.9;LowVol:+0.4
| null | 8
| 25
| 5.8
|
hard 12%
| 202
| 27.5
|
Bull
| 13.8
| 4.89
| 2.6
| 111
| 5
| 57
| 46
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 21
| -31
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| 49
| -44
| 38
| 5
| false
|
Tax-aware sells next window
|
P5663
|
Cautious
|
Roth
|
USD
|
2025-03-23
| 643,329
| 56,686
| 586,643
| 1
| 51.4
| 37.2
| 0
| 11.4
|
BRK.B:23.6%;HYG:26.6%;IEF:23.1%;TLT:26.6%
|
US:64.3;EU:14.7;APAC:13.1;EM:6.3;Other:1.6
|
Value:+0.9;Growth:-0.2;Quality:+0.1;Size:-0.7;Momentum:0.0;LowVol:+0.9
|
ESGOnly;MaxPos6%;NoMargin
| 8
| 35
| 5.3
|
hard 10%
| 93
| 13.5
|
Bull
| 17.4
| 4.85
| 3.5
| 90
| 102
| 100
| 42
| false
|
Sell
|
Trim extended winner -1%
| 26
| -3
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| -46
| -15
| -60
| 5
| false
|
Tighten stops on momentum names
|
P5664
|
Opportunistic
|
Taxable
|
USD
|
2024-07-28
| 1,444,090
| 92,426
| 1,351,664
| 1
| 63.5
| 21.1
| 10.7
| 4.7
|
TLT:25.3%;MUB:25.3%;VTI:25.3%;VOO:11.3%;MSFT:12.9%
|
US:67.4;EU:11.9;APAC:13.8;EM:4.2;Other:2.7
|
Value:+0.3;Growth:-0.1;Quality:-0.2;Size:-0.7;Momentum:-0.6;LowVol:-0.5
|
NoDerivatives
| 8
| 25
| 5.4
|
hard 12%
| 191
| 31.7
|
Bull
| 15
| 3.65
| 2.6
| 73
| 42
| 79
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| -19
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| -34
| -43
| 50
| 5
| false
|
Tighten stops on momentum names
|
P5665
|
Active
|
401k
|
USD
|
2024-07-10
| 1,624,663
| 117,100
| 1,507,563
| 1.18
| 61.8
| 24.9
| 4.3
| 9
|
VNQ:21.2%;TLT:9.9%;HYG:21.2%;IEF:18.3%;GLD:16.5%;VTI:12.8%
|
US:66.6;EU:18.0;APAC:6.4;EM:4.4;Other:4.6
|
Value:0.0;Growth:+0.7;Quality:+0.1;Size:+1.0;Momentum:-0.7;LowVol:-0.8
|
MaxPos8%
| 5
| 25
| 4
|
trailing 8%
| 193
| 26.4
|
Volatile
| 31.1
| 4.04
| 3.3
| 144
| -2
| 45
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -15
| 1
|
BrokerB
|
MKT
| 99
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 28
| 9
| 31
| 5
| false
|
Tax-aware sells next window
|
P5666
|
Cautious
|
Taxable
|
USD
|
2025-01-20
| 443,279
| 41,785
| 401,494
| 1
| 47
| 36.2
| 3.8
| 13
|
AAPL:29.3%;BRK.B:29.3%;VNQ:29.3%;AMZN:12.1%
|
US:71.1;EU:11.7;APAC:9.8;EM:6.5;Other:0.9
|
Value:-0.9;Growth:-1.0;Quality:-0.0;Size:-0.2;Momentum:+0.8;LowVol:-0.9
|
ESGOnly;NoMargin
| 6
| 30
| 5.8
|
hard 10%
| 129
| 12.7
|
Bear
| 28.7
| 4.2
| 1.6
| 166
| -91
| 5
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -7
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| -49
| 3
| -76
| 5
| false
|
Monitor dispersion and breadth
|
P5667
|
Active
|
Trust
|
USD
|
2025-10-06
| 2,239,059
| 156,329
| 2,082,730
| 1
| 67.8
| 21.4
| 4.9
| 5.9
|
TLT:20.1%;TSLA:20.7%;AAPL:20.7%;XLF:7.9%;VNQ:15.0%;GLD:15.6%
|
US:69.5;EU:6.1;APAC:13.3;EM:8.2;Other:2.9
|
Value:-0.4;Growth:+0.1;Quality:-0.7;Size:+0.2;Momentum:-0.6;LowVol:+0.9
| null | 7
| 25
| 4.4
|
trailing 8%
| 188
| 26.7
|
Volatile
| 30.1
| 5.11
| 2.3
| 154
| -19
| 51
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 0
| 6
|
BrokerC
|
MKT
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 120
| 4
| 201
| 4
| false
|
Tax-aware sells next window
|
P5668
|
Systematic
|
Roth
|
USD
|
2025-05-06
| 679,753
| 32,455
| 647,298
| 1
| 60.8
| 32.6
| 0
| 6.6
|
VTI:22.2%;VOO:22.2%;HYG:8.2%;BRK.B:16.3%;MUB:22.2%;TSLA:9.0%
|
US:61.5;EU:11.6;APAC:12.6;EM:11.4;Other:2.9
|
Value:-0.0;Growth:-0.4;Quality:-0.5;Size:-0.8;Momentum:+0.8;LowVol:-0.8
| null | 6
| 35
| 4.3
|
hard 12%
| 178
| 22.1
|
Bull
| 17.4
| 4.71
| 2.5
| 85
| 60
| 70
| 59
| false
|
NoAction
|
Within bands; monitor
| 34
| 1
|
BrokerA
|
VWAP
| 88
| null | null |
Normal monitoring
| -40
| -20
| 26
| 5
| false
|
Tax-aware sells next window
|
P5669
|
Hands-off
|
Roth
|
USD
|
2024-11-15
| 801,666
| 39,226
| 762,440
| 1
| 60
| 20.5
| 9.6
| 9.9
|
VOO:33.3%;GLD:33.3%;BRK.B:33.3%
|
US:69.4;EU:10.6;APAC:9.9;EM:6.5;Other:3.6
|
Value:-0.5;Growth:+0.9;Quality:+0.2;Size:+0.1;Momentum:0.0;LowVol:-0.6
|
ESGOnly;NoDerivatives
| 10
| 25
| 3.2
|
trailing 10%
| 103
| 17.2
|
Volatile
| 24.9
| 5.35
| 2.9
| 162
| -37
| 38
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -2
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| -59
| -45
| 10
| 3
| false
|
Tighten stops on momentum names
|
P5670
|
Cautious
|
Trust
|
USD
|
2024-07-12
| 670,624
| 87,580
| 583,044
| 1
| 49
| 41.6
| 0
| 9.4
|
XLF:17.3%;QQQ:9.8%;MSFT:21.6%;HYG:21.1%;VOO:8.7%;AAPL:21.6%
|
US:74.4;EU:8.1;APAC:9.3;EM:8.0;Other:0.3
|
Value:+0.7;Growth:-0.3;Quality:+0.6;Size:0.0;Momentum:-0.2;LowVol:+0.3
|
NoDerivatives;NoMargin
| 6
| 35
| 5.5
|
hard 10%
| 142
| 12.1
|
Bull
| 17.6
| 3.84
| 2.4
| 73
| 7
| 42
| 48
| false
|
Buy
|
Add to core equity +1%
| -14
| -4
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 80
| -50
| 163
| 5
| false
|
Increase defensive factor exposure
|
P5671
|
Active
|
Trust
|
USD
|
2025-02-10
| 2,310,995
| 139,861
| 2,171,134
| 1
| 59.6
| 20.8
| 12.9
| 6.7
|
GLD:14.0%;MUB:10.2%;QQQ:22.3%;BND:15.3%;IEF:15.9%;VOO:22.3%
|
US:64.0;EU:13.4;APAC:10.3;EM:8.7;Other:3.6
|
Value:+0.7;Growth:-0.9;Quality:-0.9;Size:+0.5;Momentum:+0.7;LowVol:+0.3
| null | 8
| 35
| 5.3
|
trailing 8%
| 181
| 20.3
|
Sideways
| 19
| 4.06
| 2.8
| 128
| 38
| 76
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| -12
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| -38
| 16
| 10
| 5
| false
|
Monitor dispersion and breadth
|
P5672
|
Hands-off
|
IRA
|
USD
|
2024-08-04
| 232,528
| 12,425
| 220,103
| 1
| 67.2
| 24.3
| 0
| 8.5
|
AMZN:26.2%;VOO:26.2%;TLT:21.4%;HYG:26.2%
|
US:62.4;EU:12.6;APAC:12.0;EM:8.4;Other:4.7
|
Value:-0.2;Growth:+0.4;Quality:-0.5;Size:+0.1;Momentum:-0.4;LowVol:-0.7
|
ESGOnly
| 5
| 30
| 4.7
|
trailing 8%
| 123
| 16
|
Volatile
| 23.8
| 4.81
| 4
| 159
| 79
| 75
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 23
| -39
|
BrokerB
|
MKT
| 89
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 30
| -5
| 105
| 2
| false
|
Tax-aware sells next window
|
P5673
|
Systematic
|
401k
|
USD
|
2025-03-08
| 1,826,758
| 151,283
| 1,675,475
| 1
| 58.7
| 32.1
| 0
| 9.2
|
MUB:13.6%;BRK.B:26.3%;MSFT:26.3%;GLD:21.1%;QQQ:12.6%
|
US:72.4;EU:8.1;APAC:12.5;EM:4.4;Other:2.7
|
Value:-0.6;Growth:-0.4;Quality:-0.4;Size:+0.6;Momentum:+0.7;LowVol:-0.3
|
NoDerivatives
| 5
| 30
| 4.5
|
trailing 8%
| 226
| 24.7
|
Volatile
| 21
| 4.12
| 3
| 168
| 16
| 50
| 60
| false
|
Buy
|
Add to core equity +1%
| 33
| 1
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 53
| -28
| 68
| 3
| false
|
Tax-aware sells next window
|
P5674
|
Systematic
|
Roth
|
USD
|
2025-05-19
| 1,778,665
| 82,193
| 1,696,472
| 1
| 63.2
| 31.9
| 0
| 4.9
|
BND:21.3%;AAPL:8.8%;MSFT:21.3%;VOO:16.9%;TLT:19.5%;MUB:12.1%
|
US:65.4;EU:13.4;APAC:8.1;EM:12.0;Other:1.1
|
Value:+0.2;Growth:+0.6;Quality:-0.0;Size:-0.4;Momentum:+0.6;LowVol:+0.6
| null | 7
| 35
| 4
|
hard 12%
| 130
| 19.9
|
Sideways
| 18
| 4.28
| 2.9
| 109
| 34
| 69
| 47
| false
|
NoAction
|
Within bands; monitor
| 1
| -3
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -60
| -5
| -25
| 3
| false
|
Tighten stops on momentum names
|
P5675
|
Active
|
Taxable
|
USD
|
2025-09-08
| 1,398,620
| 105,017
| 1,293,603
| 1
| 63
| 28.4
| 0
| 8.6
|
MSFT:33.3%;BRK.B:33.3%;XLF:33.3%
|
US:65.4;EU:10.9;APAC:11.6;EM:10.7;Other:1.4
|
Value:-0.7;Growth:-0.8;Quality:+0.4;Size:+0.1;Momentum:-0.6;LowVol:-0.2
|
NoDerivatives
| 5
| 35
| 4.5
|
hard 12%
| 125
| 19.5
|
Bull
| 13.1
| 3.98
| 3.1
| 95
| 54
| 91
| 41
| false
|
Buy
|
Add to core equity +1%
| 32
| -27
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 4
| 6
| 16
| 4
| false
|
Tax-aware sells next window
|
P5676
|
Opportunistic
|
Taxable
|
USD
|
2025-01-26
| 675,315
| 37,062
| 638,253
| 1.22
| 60
| 20.6
| 11.1
| 8.3
|
VOO:24.1%;VNQ:30.3%;HYG:15.4%;AMZN:30.3%
|
US:65.9;EU:15.9;APAC:7.2;EM:10.0;Other:0.9
|
Value:+0.6;Growth:-0.1;Quality:+0.2;Size:+0.8;Momentum:+0.7;LowVol:+0.1
| null | 5
| 25
| 5.6
|
trailing 9%
| 204
| 34.7
|
Sideways
| 16.6
| 3.94
| 3.2
| 135
| -25
| 40
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -12
|
BrokerD
|
LMT
| 85
| null | null |
Normal monitoring
| 110
| -45
| 228
| 3
| false
|
Tighten stops on momentum names
|
P5677
|
Active
|
IRA
|
USD
|
2025-03-10
| 2,290,280
| 155,731
| 2,134,549
| 1
| 61.4
| 20.7
| 8.5
| 9.4
|
BND:20.6%;HYG:20.3%;TSLA:7.2%;VNQ:14.5%;MUB:16.8%;IEF:20.6%
|
US:62.8;EU:19.0;APAC:9.1;EM:8.5;Other:0.5
|
Value:+0.4;Growth:+0.7;Quality:+0.2;Size:+0.6;Momentum:+0.6;LowVol:+0.4
|
MaxPos7%
| 10
| 25
| 5.2
|
hard 12%
| 155
| 22.4
|
Sideways
| 21.6
| 4.42
| 2.5
| 137
| -16
| 39
| 54
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| 8
|
BrokerB
|
LMT
| 91
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 24
| 20
| 65
| 3
| false
|
Monitor dispersion and breadth
|
P5678
|
Active
|
Roth
|
USD
|
2025-11-24
| 1,361,063
| 89,939
| 1,271,124
| 1
| 66.9
| 25.3
| 2
| 5.9
|
BND:26.4%;GLD:20.8%;VTI:26.4%;TSLA:26.4%
|
US:63.4;EU:17.1;APAC:7.7;EM:9.9;Other:1.9
|
Value:+0.8;Growth:-0.1;Quality:+0.1;Size:+0.4;Momentum:-0.4;LowVol:-0.3
| null | 7
| 35
| 5.1
|
hard 12%
| 130
| 20.8
|
Bull
| 15.9
| 4.67
| 2.4
| 99
| 108
| 100
| 55
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| 7
|
BrokerA
|
VWAP
| 92
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 11
| -18
| 58
| 5
| false
|
Tax-aware sells next window
|
P5679
|
Active
|
Taxable
|
USD
|
2025-06-19
| 1,331,136
| 103,095
| 1,228,041
| 1
| 54.9
| 22.2
| 15.3
| 7.6
|
GLD:34.0%;AAPL:34.0%;TSLA:31.9%
|
US:52.4;EU:20.2;APAC:14.0;EM:8.7;Other:4.7
|
Value:-0.9;Growth:+0.1;Quality:+0.7;Size:-0.3;Momentum:-0.5;LowVol:-0.5
| null | 10
| 35
| 4.9
|
trailing 8%
| 175
| 20.3
|
Bull
| 13.8
| 4.93
| 3.3
| 84
| 67
| 98
| 31
| false
|
Buy
|
Add to core equity +1%
| 25
| -32
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 65
| 5
| 166
| 4
| false
|
Tighten stops on momentum names
|
P5680
|
Systematic
|
IRA
|
USD
|
2024-07-09
| 866,463
| 80,645
| 785,818
| 1
| 58.7
| 33
| 0
| 8.3
|
BND:34.4%;AAPL:31.2%;VOO:34.4%
|
US:67.4;EU:14.7;APAC:9.7;EM:5.5;Other:2.8
|
Value:+0.4;Growth:+0.7;Quality:-0.3;Size:-0.9;Momentum:+0.2;LowVol:-0.8
|
MaxPos5%;NoDerivatives
| 5
| 30
| 5.5
|
trailing 8%
| 203
| 26.4
|
Bull
| 11.8
| 3.82
| 2.8
| 75
| 5
| 50
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| -13
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| -12
| 6
| 42
| 4
| false
|
Increase defensive factor exposure
|
P5681
|
Hands-off
|
401k
|
USD
|
2025-02-05
| 729,688
| 64,289
| 665,399
| 1
| 70.8
| 17.5
| 3.7
| 8
|
MUB:20.1%;HYG:20.1%;MSFT:16.1%;TSLA:8.8%;BND:19.8%;VTI:15.1%
|
US:64.5;EU:8.7;APAC:15.3;EM:8.3;Other:3.1
|
Value:+0.7;Growth:+0.3;Quality:-0.7;Size:-0.0;Momentum:0.0;LowVol:+1.0
|
ESGOnly
| 5
| 35
| 4.7
|
trailing 8%
| 138
| 12.9
|
Bear
| 24.3
| 3.65
| 2.1
| 164
| -120
| 5
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -35
|
BrokerC
|
MKT
| 89
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -10
| -6
| 46
| 3
| false
|
Increase defensive factor exposure
|
P5682
|
Active
|
IRA
|
USD
|
2025-09-22
| 2,230,446
| 180,840
| 2,049,606
| 1.21
| 62.9
| 27.2
| 1.2
| 8.7
|
IEF:33.3%;VTI:33.3%;GLD:33.3%
|
US:66.3;EU:17.4;APAC:4.6;EM:10.3;Other:1.5
|
Value:-0.7;Growth:-0.4;Quality:-1.0;Size:+0.5;Momentum:+0.7;LowVol:+1.0
|
MaxPos7%
| 10
| 35
| 4.7
|
trailing 8%
| 177
| 18
|
Bear
| 29.7
| 3.87
| 2.6
| 158
| -77
| 5
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 19
| -16
|
BrokerD
|
LMT
| 95
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -40
| -33
| 100
| 2
| false
|
Monitor dispersion and breadth
|
P5683
|
Active
|
401k
|
USD
|
2025-07-30
| 826,428
| 79,216
| 747,212
| 1.13
| 68.2
| 22.4
| 0
| 9.4
|
GLD:29.6%;TSLA:21.5%;VOO:29.6%;XLF:19.3%
|
US:70.7;EU:7.3;APAC:5.4;EM:11.7;Other:4.8
|
Value:+0.2;Growth:-0.8;Quality:+0.1;Size:+0.5;Momentum:-0.4;LowVol:-0.7
|
NoDerivatives
| 8
| 25
| 5.2
|
trailing 9%
| 126
| 25.7
|
Volatile
| 21.8
| 4.96
| 2.7
| 110
| 50
| 85
| 67
| false
|
Buy
|
Add to core equity +1%
| 4
| 8
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| 111
| -23
| 220
| 3
| false
|
Monitor dispersion and breadth
|
P5684
|
Cautious
|
IRA
|
USD
|
2024-11-09
| 405,946
| 49,309
| 356,637
| 1
| 47.1
| 42.5
| 0
| 10.4
|
BRK.B:33.3%;MUB:33.3%;MSFT:33.3%
|
US:63.8;EU:18.2;APAC:5.8;EM:8.0;Other:4.1
|
Value:+0.6;Growth:+0.6;Quality:-0.7;Size:+0.1;Momentum:-0.6;LowVol:+0.5
|
ESGOnly;NoMargin
| 5
| 35
| 4.5
|
trailing 8%
| 148
| 16
|
Bear
| 22.8
| 3.31
| 2.7
| 191
| -73
| 28
| 44
| false
|
Sell
|
Trim extended winner -1%
| -6
| -24
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| -52
| 3
| -12
| 3
| false
|
Monitor dispersion and breadth
|
P5685
|
Active
|
Roth
|
USD
|
2024-12-26
| 1,526,390
| 122,937
| 1,403,453
| 1
| 61.4
| 26.4
| 4.5
| 7.7
|
VOO:26.6%;AAPL:26.6%;TLT:26.6%;IEF:20.2%
|
US:64.9;EU:18.2;APAC:10.5;EM:4.7;Other:1.8
|
Value:+0.4;Growth:-0.9;Quality:+0.4;Size:+0.4;Momentum:-0.6;LowVol:+0.2
| null | 5
| 30
| 5.3
|
trailing 8%
| 147
| 25.3
|
Sideways
| 19.6
| 4.33
| 2.5
| 109
| 47
| 68
| 66
| false
|
Buy
|
Add to core equity +1%
| 13
| -31
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| -60
| -56
| -82
| 4
| false
|
Monitor dispersion and breadth
|
P5686
|
Cautious
|
Taxable
|
USD
|
2024-08-27
| 458,728
| 72,267
| 386,461
| 1
| 40.8
| 39.5
| 6.6
| 13.1
|
MUB:19.8%;HYG:20.2%;GLD:7.1%;VOO:16.5%;XLF:18.3%;BND:18.0%
|
US:65.6;EU:18.3;APAC:6.5;EM:9.2;Other:0.4
|
Value:+0.8;Growth:+0.1;Quality:+0.3;Size:+0.1;Momentum:+0.7;LowVol:-0.9
|
NoMargin
| 6
| 30
| 5.1
|
trailing 8%
| 134
| 15.7
|
Sideways
| 16.1
| 4.02
| 2.8
| 118
| 42
| 81
| 42
| false
|
Sell
|
Trim extended winner -1%
| -5
| 7
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 24
| -16
| 53
| 3
| false
|
Monitor dispersion and breadth
|
P5687
|
Active
|
401k
|
USD
|
2025-03-05
| 1,778,393
| 200,849
| 1,577,544
| 1
| 56.7
| 25.1
| 11.5
| 6.7
|
VOO:27.1%;VNQ:27.1%;MUB:18.6%;XLF:27.1%
|
US:58.7;EU:17.2;APAC:10.5;EM:9.9;Other:3.8
|
Value:+0.6;Growth:+0.9;Quality:-0.5;Size:-0.3;Momentum:+0.1;LowVol:-0.6
| null | 7
| 35
| 4.6
|
trailing 9%
| 138
| 17.6
|
Volatile
| 21
| 3.95
| 3.5
| 179
| 75
| 82
| 52
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| 3
|
BrokerD
|
LMT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 119
| -42
| 148
| 5
| false
|
Tighten stops on momentum names
|
P5688
|
Hands-off
|
IRA
|
USD
|
2024-11-03
| 736,396
| 51,986
| 684,410
| 1
| 67.3
| 24.9
| 0
| 7.8
|
BRK.B:19.7%;HYG:16.7%;MUB:18.2%;MSFT:14.2%;VNQ:14.5%;XLF:16.7%
|
US:77.0;EU:6.2;APAC:10.3;EM:3.7;Other:2.8
|
Value:-0.7;Growth:+0.7;Quality:-0.6;Size:-0.2;Momentum:+0.7;LowVol:+0.1
|
MaxPos7%
| 5
| 25
| 5.6
|
trailing 8%
| 112
| 18.4
|
Sideways
| 21.4
| 3.84
| 3.1
| 106
| 2
| 41
| 60
| false
|
NoAction
|
Within bands; monitor
| 32
| -36
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| 32
| -17
| 136
| 4
| false
|
Within IPS guidelines
|
P5689
|
Cautious
|
IRA
|
USD
|
2025-05-28
| 658,564
| 76,170
| 582,394
| 1
| 35.9
| 38
| 10
| 16.2
|
AAPL:20.9%;TLT:20.7%;MSFT:13.9%;BRK.B:15.7%;GLD:20.9%;BND:8.0%
|
US:74.5;EU:8.4;APAC:7.1;EM:5.6;Other:4.4
|
Value:+0.5;Growth:-0.8;Quality:+0.5;Size:+1.0;Momentum:-0.7;LowVol:+0.1
|
NoDerivatives;NoMargin
| 6
| 25
| 4.5
|
trailing 8%
| 170
| 16.1
|
Volatile
| 26.5
| 4.01
| 2.5
| 133
| 71
| 93
| 53
| false
|
Buy
|
Add to core equity +1%
| 33
| 9
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| 44
| -9
| 169
| 4
| false
|
Tighten stops on momentum names
|
P5690
|
Systematic
|
Roth
|
USD
|
2024-08-02
| 1,594,613
| 98,496
| 1,496,117
| 1
| 56.3
| 28
| 9.7
| 6
|
IEF:27.1%;MSFT:18.6%;AMZN:27.1%;VNQ:27.1%
|
US:73.1;EU:6.8;APAC:11.9;EM:5.9;Other:2.4
|
Value:+0.4;Growth:+0.4;Quality:+0.4;Size:+0.3;Momentum:-0.4;LowVol:-0.4
|
NoDerivatives
| 8
| 30
| 5.5
|
trailing 9%
| 127
| 17.3
|
Bear
| 32.9
| 3.98
| 2.9
| 174
| -55
| 36
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 5
| -17
|
BrokerD
|
MKT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 118
| -13
| 208
| 2
| false
|
Tighten stops on momentum names
|
P5691
|
Cautious
|
401k
|
USD
|
2025-05-30
| 860,439
| 133,277
| 727,162
| 1
| 40.3
| 34.5
| 8.8
| 16.4
|
MSFT:23.3%;IEF:21.8%;GLD:23.3%;MUB:10.6%;BND:9.1%;HYG:11.8%
|
US:67.3;EU:8.1;APAC:16.3;EM:6.5;Other:1.9
|
Value:-0.2;Growth:-0.8;Quality:+0.6;Size:-0.1;Momentum:-0.8;LowVol:-0.9
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 30
| 5.6
|
trailing 8%
| 149
| 15.3
|
Bear
| 25.8
| 3.88
| 2.1
| 146
| -40
| 35
| 46
| false
|
Buy
|
Add to core equity +1%
| 35
| -26
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| 31
| -7
| -6
| 5
| false
|
Monitor dispersion and breadth
|
P5692
|
Systematic
|
IRA
|
USD
|
2025-07-26
| 1,405,590
| 95,743
| 1,309,847
| 1
| 67.1
| 27.8
| 0
| 5.1
|
VOO:24.6%;AMZN:16.4%;VTI:23.9%;AAPL:24.6%;MUB:10.5%
|
US:63.5;EU:13.2;APAC:16.8;EM:6.4;Other:0.1
|
Value:-0.3;Growth:+0.9;Quality:-0.1;Size:-0.2;Momentum:0.0;LowVol:-0.5
|
MaxPos7%
| 8
| 25
| 5.9
|
trailing 8%
| 121
| 23.3
|
Volatile
| 27.5
| 5.42
| 2.5
| 117
| 26
| 58
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -12
|
BrokerD
|
LMT
| 88
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 93
| 14
| 146
| 2
| true
|
Increase defensive factor exposure
|
P5693
|
Hands-off
|
401k
|
USD
|
2024-09-28
| 380,361
| 35,312
| 345,049
| 1
| 72.1
| 19.8
| 0
| 8.1
|
VNQ:23.9%;MSFT:17.9%;VOO:23.9%;AMZN:19.4%;MUB:14.9%
|
US:70.3;EU:7.5;APAC:9.8;EM:10.2;Other:2.2
|
Value:-0.6;Growth:-0.9;Quality:+0.6;Size:+0.2;Momentum:-0.4;LowVol:+0.6
|
ESGOnly
| 10
| 25
| 5.5
|
trailing 8%
| 92
| 17.2
|
Bear
| 29
| 3.89
| 2.3
| 178
| -44
| 27
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 18
| 4
|
BrokerB
|
MKT
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 88
| -30
| 202
| 3
| false
|
Within IPS guidelines
|
P5694
|
Hands-off
|
401k
|
USD
|
2024-11-17
| 806,298
| 46,026
| 760,272
| 1
| 56
| 15.8
| 19.3
| 8.9
|
MSFT:33.3%;QQQ:33.3%;VNQ:33.3%
|
US:69.0;EU:15.0;APAC:6.5;EM:9.3;Other:0.1
|
Value:+0.1;Growth:-0.4;Quality:+0.9;Size:-0.3;Momentum:+0.8;LowVol:-0.9
| null | 8
| 25
| 3.1
|
trailing 10%
| 91
| 13.9
|
Volatile
| 23.4
| 3.73
| 3.5
| 158
| -11
| 39
| 60
| false
|
Sell
|
Trim extended winner -1%
| -4
| 1
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| 25
| -20
| 80
| 4
| false
|
Tighten stops on momentum names
|
P5695
|
Opportunistic
|
Taxable
|
USD
|
2024-10-06
| 1,026,131
| 67,463
| 958,668
| 1
| 76.4
| 14.7
| 4.4
| 4.6
|
BND:22.6%;BRK.B:9.7%;VTI:22.6%;TLT:22.6%;IEF:22.6%
|
US:58.9;EU:17.2;APAC:10.0;EM:9.4;Other:4.5
|
Value:+0.9;Growth:-0.3;Quality:+0.3;Size:-0.6;Momentum:+0.8;LowVol:+0.8
|
NoDerivatives
| 7
| 30
| 4.3
|
trailing 9%
| 194
| 31.5
|
Volatile
| 25.3
| 5.18
| 3.6
| 161
| 8
| 56
| 68
| false
|
Buy
|
Add to core equity +1%
| 31
| -36
|
BrokerA
|
VWAP
| 88
| null | null |
Normal monitoring
| -9
| -2
| -11
| 4
| false
|
Tax-aware sells next window
|
P5696
|
Opportunistic
|
Trust
|
USD
|
2025-04-16
| 951,058
| 47,254
| 903,804
| 1
| 65.8
| 21.1
| 7.3
| 5.8
|
QQQ:20.8%;BRK.B:14.3%;IEF:20.8%;VTI:17.4%;VOO:20.8%;HYG:6.0%
|
US:58.8;EU:19.5;APAC:5.7;EM:11.3;Other:4.7
|
Value:+0.8;Growth:-0.8;Quality:-0.5;Size:+0.7;Momentum:-0.3;LowVol:-0.3
|
NoDerivatives
| 7
| 25
| 6.4
|
trailing 9%
| 240
| 32.1
|
Bull
| 12
| 3.85
| 2.8
| 90
| 106
| 91
| 48
| false
|
Buy
|
Add to core equity +1%
| 4
| -5
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| 114
| -27
| 158
| 5
| false
|
Within IPS guidelines
|
P5697
|
Cautious
|
Taxable
|
USD
|
2024-12-28
| 528,845
| 53,920
| 474,925
| 1
| 42.8
| 32.7
| 11.5
| 13
|
VNQ:17.2%;MUB:20.3%;TLT:19.7%;AAPL:17.8%;AMZN:14.7%;MSFT:10.3%
|
US:62.4;EU:17.6;APAC:11.8;EM:3.3;Other:4.8
|
Value:-0.6;Growth:0.0;Quality:+0.2;Size:+0.4;Momentum:-0.1;LowVol:-0.1
|
ESGOnly;NoMargin
| 6
| 35
| 4.1
|
trailing 8%
| 105
| 19.6
|
Sideways
| 19.8
| 4.84
| 3.4
| 110
| 49
| 80
| 50
| false
|
Buy
|
Add to core equity +1%
| 26
| 7
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 31
| -38
| 162
| 3
| false
|
Tax-aware sells next window
|
P5698
|
Active
|
Trust
|
USD
|
2024-11-25
| 2,093,649
| 187,761
| 1,905,888
| 1
| 59.4
| 28.3
| 2.6
| 9.7
|
MUB:19.1%;MSFT:12.1%;GLD:21.1%;IEF:21.1%;QQQ:18.7%;TLT:7.9%
|
US:66.7;EU:11.7;APAC:11.1;EM:6.2;Other:4.3
|
Value:-0.7;Growth:+0.7;Quality:-0.1;Size:+0.8;Momentum:+0.3;LowVol:-0.9
| null | 5
| 35
| 4.6
|
hard 12%
| 130
| 23
|
Volatile
| 29.4
| 3.74
| 3.1
| 147
| 15
| 55
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 33
| 1
|
BrokerB
|
MKT
| 90
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 13
| 16
| 8
| 2
| false
|
Increase defensive factor exposure
|
P5699
|
Cautious
|
Taxable
|
USD
|
2025-03-18
| 584,890
| 92,251
| 492,639
| 1
| 39.3
| 38.1
| 10.1
| 12.4
|
VNQ:33.3%;IEF:33.3%;QQQ:33.3%
|
US:70.9;EU:9.3;APAC:10.2;EM:5.4;Other:4.2
|
Value:-0.0;Growth:-0.4;Quality:-0.4;Size:-0.9;Momentum:+0.1;LowVol:-0.7
|
ESGOnly;NoMargin
| 6
| 30
| 5.6
|
trailing 8%
| 143
| 13.4
|
Volatile
| 25.2
| 4.48
| 3.3
| 171
| 74
| 73
| 61
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 21
| -3
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| 49
| -45
| 177
| 3
| false
|
Increase defensive factor exposure
|
P5700
|
Systematic
|
Roth
|
USD
|
2025-02-25
| 1,108,593
| 84,817
| 1,023,776
| 1
| 56.4
| 34.8
| 1.1
| 7.7
|
IEF:21.4%;TLT:5.9%;BRK.B:15.0%;AAPL:21.4%;GLD:14.8%;MUB:21.4%
|
US:58.9;EU:18.8;APAC:7.5;EM:10.3;Other:4.6
|
Value:+0.5;Growth:+0.5;Quality:-0.5;Size:-0.7;Momentum:-0.5;LowVol:0.0
| null | 8
| 30
| 4.1
|
trailing 8%
| 164
| 26
|
Bear
| 33.9
| 4.07
| 1.6
| 142
| -5
| 48
| 88
| true
|
Rebalance
|
Rebalance back to target bands
| 3
| 0
|
BrokerA
|
LMT
| 95
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -4
| -54
| 25
| 4
| false
|
Monitor dispersion and breadth
|
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