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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P0601
|
Cautious
|
IRA
|
USD
|
2025-04-11
| 512,343
| 81,454
| 430,889
| 1
| 44
| 30.9
| 12.2
| 12.9
|
IEF:17.6%;TSLA:19.9%;VNQ:20.9%;VTI:20.8%;BRK.B:20.9%
|
US:64.7;EU:8.4;APAC:14.9;EM:11.2;Other:0.9
|
Value:-0.2;Growth:+0.9;Quality:-0.3;Size:-0.6;Momentum:+0.5;LowVol:+0.2
|
ESGOnly;NoMargin
| 7
| 25
| 4.2
|
trailing 8%
| 169
| 14.9
|
Bear
| 22.7
| 3.85
| 1.7
| 136
| 1
| 42
| 50
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| -13
|
BrokerB
|
MKT
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 67
| -22
| 142
| 4
| false
|
Tax-aware sells next window
|
P0602
|
Cautious
|
Taxable
|
USD
|
2025-04-02
| 650,920
| 79,134
| 571,786
| 1
| 36.7
| 33.5
| 16.1
| 13.8
|
AAPL:29.4%;BND:29.4%;VNQ:23.0%;HYG:18.2%
|
US:64.1;EU:13.8;APAC:7.3;EM:14.2;Other:0.7
|
Value:0.0;Growth:-0.2;Quality:+0.2;Size:-0.3;Momentum:-0.9;LowVol:+0.3
|
ESGOnly;NoMargin
| 10
| 25
| 5.3
|
trailing 8%
| 97
| 18.5
|
Bull
| 12.6
| 3.58
| 2.2
| 79
| 119
| 95
| 24
| false
|
Buy
|
Add to core equity +1%
| 7
| -11
|
BrokerA
|
VWAP
| 91
| null | null |
Normal monitoring
| -38
| -59
| 8
| 3
| false
|
Tax-aware sells next window
|
P0603
|
Hands-off
|
Roth
|
USD
|
2025-12-06
| 572,739
| 27,197
| 545,542
| 1
| 58.5
| 23.5
| 10.8
| 7.1
|
VTI:17.3%;TLT:18.1%;AAPL:21.5%;BRK.B:7.5%;TSLA:14.2%;MUB:21.5%
|
US:73.2;EU:10.2;APAC:7.0;EM:9.6;Other:0.0
|
Value:-0.3;Growth:-0.2;Quality:+0.2;Size:-0.7;Momentum:-0.6;LowVol:-0.7
|
ESGOnly;NoDerivatives
| 8
| 25
| 5.5
|
trailing 10%
| 169
| 18
|
Bull
| 17.7
| 4.48
| 2.3
| 114
| 62
| 91
| 59
| false
|
Buy
|
Add to core equity +1%
| 12
| -29
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| 40
| 8
| 145
| 5
| false
|
Monitor dispersion and breadth
|
P0604
|
Cautious
|
IRA
|
USD
|
2025-10-14
| 253,153
| 29,006
| 224,147
| 1
| 50.1
| 39.2
| 0
| 10.7
|
IEF:16.3%;AMZN:17.4%;AAPL:15.2%;VTI:25.5%;MSFT:25.5%
|
US:59.1;EU:15.6;APAC:11.6;EM:12.4;Other:1.4
|
Value:-0.5;Growth:+0.2;Quality:-0.8;Size:-0.2;Momentum:+0.5;LowVol:-0.4
|
NoDerivatives;NoMargin
| 7
| 30
| 4.8
|
trailing 10%
| 115
| 13.1
|
Sideways
| 15.5
| 4.76
| 2.1
| 124
| 24
| 55
| 43
| false
|
Sell
|
Trim extended winner -1%
| 24
| -7
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| -35
| -18
| 82
| 3
| false
|
Increase defensive factor exposure
|
P0605
|
Active
|
Roth
|
USD
|
2025-08-01
| 1,691,835
| 177,706
| 1,514,129
| 1.19
| 56.4
| 22.1
| 14.4
| 7.1
|
IEF:19.8%;AAPL:15.6%;BRK.B:21.8%;XLF:21.1%;BND:21.8%
|
US:69.2;EU:16.1;APAC:6.0;EM:8.0;Other:0.7
|
Value:+0.8;Growth:+0.1;Quality:+0.4;Size:+0.1;Momentum:-0.7;LowVol:+1.0
| null | 10
| 30
| 5
|
trailing 9%
| 162
| 21.9
|
Bear
| 25.1
| 3.25
| 1.1
| 212
| -110
| 5
| 65
| false
|
NoAction
|
Within bands; monitor
| 17
| -21
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 4
| -32
| 9
| 3
| false
|
Within IPS guidelines
|
P0606
|
Active
|
Roth
|
USD
|
2025-05-02
| 1,430,363
| 96,405
| 1,333,958
| 1
| 68.5
| 22
| 2.5
| 7.1
|
XLF:33.3%;GLD:33.3%;AAPL:33.3%
|
US:68.7;EU:7.9;APAC:11.1;EM:10.1;Other:2.2
|
Value:+0.3;Growth:-1.0;Quality:-0.3;Size:-0.1;Momentum:-0.2;LowVol:-0.6
| null | 8
| 30
| 4.2
|
hard 12%
| 147
| 17.4
|
Bull
| 14.8
| 4.02
| 2.4
| 119
| 53
| 86
| 50
| false
|
Buy
|
Add to core equity +1%
| 13
| -5
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| 109
| -15
| 75
| 3
| false
|
Within IPS guidelines
|
P0607
|
Hands-off
|
Taxable
|
USD
|
2024-08-25
| 315,073
| 13,723
| 301,350
| 1
| 56.5
| 18.2
| 17.5
| 7.9
|
XLF:28.4%;MSFT:16.7%;MUB:28.4%;TLT:26.5%
|
US:67.8;EU:14.4;APAC:5.8;EM:10.0;Other:2.0
|
Value:-0.3;Growth:+0.6;Quality:+0.9;Size:+0.7;Momentum:+0.4;LowVol:+1.0
|
ESGOnly;MaxPos8%
| 10
| 35
| 4.1
|
trailing 10%
| 149
| 12.8
|
Bull
| 17.7
| 4.81
| 3.3
| 86
| 14
| 48
| 52
| false
|
NoAction
|
Within bands; monitor
| 9
| -1
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 29
| -9
| 159
| 4
| false
|
Tighten stops on momentum names
|
P0608
|
Systematic
|
Taxable
|
USD
|
2025-12-02
| 455,564
| 27,522
| 428,042
| 1
| 58.1
| 34.1
| 0
| 7.8
|
AMZN:27.5%;GLD:27.5%;VOO:27.5%;VNQ:17.4%
|
US:68.2;EU:14.9;APAC:5.7;EM:7.3;Other:3.9
|
Value:+0.8;Growth:-0.8;Quality:-0.6;Size:+0.4;Momentum:+0.6;LowVol:-0.9
|
MaxPos8%
| 8
| 25
| 5
|
trailing 9%
| 160
| 23
|
Bull
| 17.4
| 3.67
| 2.1
| 84
| 40
| 77
| 49
| false
|
Sell
|
Trim extended winner -1%
| -7
| 11
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 4
| -6
| 110
| 3
| false
|
Monitor dispersion and breadth
|
P0609
|
Hands-off
|
Roth
|
USD
|
2024-08-13
| 603,338
| 26,893
| 576,445
| 1
| 62.4
| 21.1
| 9.3
| 7.3
|
BND:18.5%;BRK.B:20.1%;AMZN:21.0%;TLT:8.9%;VTI:10.6%;MUB:21.0%
|
US:63.7;EU:18.0;APAC:8.8;EM:9.0;Other:0.5
|
Value:+0.3;Growth:+0.2;Quality:+0.8;Size:-0.6;Momentum:+0.6;LowVol:+0.6
|
ESGOnly;MaxPos5%;NoDerivatives
| 6
| 30
| 3.3
|
trailing 8%
| 113
| 17.7
|
Bull
| 17.2
| 3.85
| 3.2
| 72
| 27
| 55
| 45
| false
|
Buy
|
Add to core equity +1%
| -13
| 6
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 102
| -54
| 212
| 4
| false
|
Increase defensive factor exposure
|
P0610
|
Systematic
|
Taxable
|
USD
|
2025-01-20
| 1,328,275
| 53,715
| 1,274,560
| 1
| 62.8
| 21.7
| 5.7
| 9.7
|
VTI:24.4%;BND:24.4%;AAPL:11.7%;BRK.B:14.9%;MSFT:24.4%
|
US:58.0;EU:16.5;APAC:12.5;EM:12.7;Other:0.3
|
Value:-0.4;Growth:+0.1;Quality:+0.4;Size:+0.8;Momentum:+0.7;LowVol:+0.3
|
NoDerivatives
| 6
| 35
| 5.3
|
trailing 9%
| 188
| 25.1
|
Volatile
| 27.2
| 4.48
| 3.6
| 139
| 13
| 63
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| 13
|
BrokerC
|
VWAP
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -2
| 17
| -36
| 2
| false
|
Monitor dispersion and breadth
|
P0611
|
Hands-off
|
Trust
|
USD
|
2025-07-27
| 524,158
| 28,828
| 495,330
| 1
| 55.4
| 19.2
| 18.5
| 6.9
|
BRK.B:16.9%;MUB:21.3%;IEF:13.1%;VTI:7.3%;AAPL:21.3%;GLD:20.2%
|
US:68.8;EU:10.8;APAC:10.0;EM:5.0;Other:5.4
|
Value:-0.4;Growth:+0.9;Quality:-0.0;Size:+0.2;Momentum:+0.7;LowVol:+0.8
|
ESGOnly
| 6
| 30
| 3.1
|
trailing 8%
| 152
| 19.9
|
Bear
| 30
| 4.49
| 1.9
| 160
| -90
| 5
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 20
| 11
|
BrokerC
|
VWAP
| 94
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 12
| -16
| 138
| 3
| false
|
Tighten stops on momentum names
|
P0612
|
Cautious
|
Taxable
|
USD
|
2025-12-21
| 783,983
| 104,073
| 679,910
| 1
| 47.1
| 41.7
| 0
| 11.2
|
IEF:17.6%;AMZN:22.3%;VNQ:10.7%;GLD:11.4%;TLT:15.6%;AAPL:22.3%
|
US:61.0;EU:17.5;APAC:9.0;EM:9.4;Other:3.0
|
Value:+0.3;Growth:-0.5;Quality:-0.6;Size:+0.4;Momentum:-0.3;LowVol:+0.5
|
ESGOnly;NoMargin
| 5
| 25
| 5.9
|
trailing 8%
| 127
| 12.2
|
Sideways
| 21.4
| 4.28
| 2.5
| 110
| 11
| 65
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 11
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| 92
| -22
| 98
| 4
| false
|
Within IPS guidelines
|
P0613
|
Hands-off
|
401k
|
USD
|
2025-03-01
| 371,046
| 27,774
| 343,272
| 1
| 73.5
| 16.9
| 0
| 9.6
|
VTI:20.9%;XLF:20.9%;HYG:9.8%;TLT:11.0%;MSFT:19.4%;VOO:18.0%
|
US:74.8;EU:5.4;APAC:13.1;EM:3.4;Other:3.3
|
Value:+0.7;Growth:-0.1;Quality:-1.0;Size:-0.7;Momentum:-0.8;LowVol:+0.5
|
MaxPos8%
| 5
| 35
| 4.9
|
trailing 10%
| 114
| 14
|
Volatile
| 27.4
| 5.24
| 4.1
| 126
| -52
| 21
| 85
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 20
| -11
|
BrokerD
|
MKT
| 90
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 71
| -28
| 148
| 4
| false
|
Tighten stops on momentum names
|
P0614
|
Active
|
Roth
|
USD
|
2025-06-25
| 2,483,547
| 228,710
| 2,254,837
| 1
| 63.5
| 22.2
| 7.2
| 7.1
|
BND:22.9%;QQQ:22.5%;AAPL:19.5%;TSLA:17.8%;GLD:17.4%
|
US:59.9;EU:16.0;APAC:13.1;EM:10.6;Other:0.5
|
Value:+0.6;Growth:-0.9;Quality:+0.9;Size:-1.0;Momentum:0.0;LowVol:-0.3
|
MaxPos7%;NoDerivatives
| 7
| 35
| 6
|
trailing 9%
| 185
| 26.1
|
Bear
| 31
| 4.29
| 2
| 185
| 31
| 76
| 85
| true
|
Rebalance
|
Rebalance back to target bands
| 2
| -26
|
BrokerD
|
VWAP
| 97
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 119
| 18
| 143
| 4
| false
|
Within IPS guidelines
|
P0615
|
Active
|
IRA
|
USD
|
2024-11-21
| 633,699
| 49,327
| 584,372
| 1.13
| 67.5
| 20.3
| 4.7
| 7.6
|
AAPL:15.3%;MSFT:18.6%;QQQ:11.0%;GLD:18.7%;HYG:16.0%;MUB:20.4%
|
US:73.6;EU:9.3;APAC:8.4;EM:8.3;Other:0.3
|
Value:+0.7;Growth:-0.6;Quality:-0.7;Size:-0.6;Momentum:-1.0;LowVol:+0.5
| null | 5
| 30
| 4.5
|
trailing 8%
| 212
| 24.7
|
Volatile
| 26.4
| 5.04
| 3.5
| 158
| -26
| 47
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -15
|
BrokerD
|
MKT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -3
| 16
| 68
| 5
| false
|
Increase defensive factor exposure
|
P0616
|
Cautious
|
IRA
|
USD
|
2025-10-15
| 530,706
| 76,431
| 454,275
| 1
| 37.1
| 40.1
| 8.8
| 14
|
MUB:33.3%;TLT:33.3%;HYG:33.3%
|
US:65.4;EU:14.8;APAC:9.0;EM:7.8;Other:3.1
|
Value:+0.1;Growth:-0.5;Quality:-1.0;Size:-0.1;Momentum:+0.3;LowVol:+0.8
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 25
| 3.6
|
trailing 10%
| 169
| 14.4
|
Bull
| 15.2
| 4.76
| 2.6
| 74
| 90
| 84
| 26
| false
|
Buy
|
Add to core equity +1%
| -9
| 12
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 60
| -43
| 103
| 3
| false
|
Tighten stops on momentum names
|
P0617
|
Hands-off
|
Roth
|
USD
|
2025-02-16
| 305,392
| 25,970
| 279,422
| 1
| 71.1
| 23
| 0
| 5.9
|
GLD:33.3%;MUB:33.3%;BRK.B:33.3%
|
US:66.7;EU:10.5;APAC:16.6;EM:3.7;Other:2.5
|
Value:-0.4;Growth:-0.5;Quality:-1.0;Size:+0.8;Momentum:-0.2;LowVol:+0.8
|
ESGOnly;MaxPos8%
| 8
| 30
| 4.4
|
hard 10%
| 97
| 12.6
|
Bull
| 11.4
| 3.79
| 2.3
| 75
| 1
| 64
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| 15
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 52
| 3
| 85
| 3
| false
|
Tighten stops on momentum names
|
P0618
|
Systematic
|
Roth
|
USD
|
2024-12-24
| 1,974,406
| 172,238
| 1,802,168
| 1
| 65.3
| 24.2
| 3.3
| 7.2
|
MSFT:33.3%;IEF:33.3%;AMZN:33.3%
|
US:67.5;EU:11.5;APAC:11.2;EM:8.2;Other:1.5
|
Value:+0.2;Growth:+0.5;Quality:-0.9;Size:-0.6;Momentum:-0.9;LowVol:-1.0
|
MaxPos6%
| 7
| 35
| 5
|
trailing 8%
| 147
| 26.8
|
Bear
| 30.7
| 3.45
| 2.4
| 205
| -25
| 40
| 81
| true
|
Rebalance
|
Rebalance back to target bands
| 2
| 8
|
BrokerA
|
LMT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 10
| -35
| 133
| 3
| false
|
Increase defensive factor exposure
|
P0619
|
Opportunistic
|
401k
|
USD
|
2025-09-07
| 1,318,456
| 96,082
| 1,222,374
| 1.1
| 77.9
| 11.4
| 6.6
| 4.1
|
BND:22.9%;VTI:14.4%;HYG:16.9%;MUB:22.9%;XLF:22.9%
|
US:63.8;EU:14.4;APAC:12.5;EM:5.3;Other:4.0
|
Value:-0.4;Growth:+0.1;Quality:+1.0;Size:+1.0;Momentum:+0.8;LowVol:-0.3
|
MaxPos5%
| 8
| 25
| 4.9
|
trailing 9%
| 217
| 33.1
|
Bull
| 17.3
| 3.54
| 2.3
| 115
| 10
| 42
| 71
| false
|
Sell
|
Trim extended winner -1%
| -5
| -39
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| 3
| -51
| 51
| 4
| false
|
Tighten stops on momentum names
|
P0620
|
Hands-off
|
Taxable
|
USD
|
2025-12-01
| 394,400
| 16,900
| 377,500
| 1
| 63.9
| 24.1
| 5.8
| 6.2
|
GLD:37.5%;TLT:37.5%;BRK.B:25.0%
|
US:67.5;EU:11.3;APAC:10.5;EM:5.9;Other:4.8
|
Value:+0.6;Growth:-0.5;Quality:-0.2;Size:+0.1;Momentum:0.0;LowVol:+0.3
|
ESGOnly
| 8
| 35
| 3.6
|
trailing 8%
| 144
| 13.1
|
Bull
| 13
| 4.67
| 2.1
| 87
| 21
| 47
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -39
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 2
| -50
| 28
| 4
| false
|
Increase defensive factor exposure
|
P0621
|
Systematic
|
401k
|
USD
|
2025-03-07
| 1,433,909
| 111,573
| 1,322,336
| 1
| 63.2
| 31.8
| 0
| 5.1
|
TLT:33.5%;HYG:33.5%;MUB:33.0%
|
US:73.8;EU:9.9;APAC:7.6;EM:7.2;Other:1.5
|
Value:-0.4;Growth:-0.4;Quality:-0.9;Size:-0.9;Momentum:+0.9;LowVol:-0.3
| null | 6
| 30
| 5
|
trailing 8%
| 199
| 23.5
|
Bull
| 13.5
| 4.62
| 2.8
| 88
| 47
| 67
| 53
| false
|
Sell
|
Trim extended winner -1%
| 9
| 15
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 106
| -28
| 83
| 4
| false
|
Monitor dispersion and breadth
|
P0622
|
Active
|
Taxable
|
USD
|
2025-05-09
| 1,430,280
| 123,800
| 1,306,480
| 1
| 67
| 18.7
| 5.3
| 9.1
|
GLD:33.3%;QQQ:33.3%;VTI:33.3%
|
US:52.2;EU:19.8;APAC:15.0;EM:10.5;Other:2.5
|
Value:+0.4;Growth:+0.9;Quality:-0.1;Size:-0.8;Momentum:+0.5;LowVol:+0.7
| null | 8
| 30
| 5.2
|
trailing 8%
| 197
| 22
|
Bull
| 15
| 4.83
| 2.7
| 80
| 119
| 100
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| 13
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 57
| -31
| 41
| 5
| false
|
Increase defensive factor exposure
|
P0623
|
Hands-off
|
Taxable
|
USD
|
2024-11-27
| 847,246
| 65,929
| 781,317
| 1
| 61.5
| 16.7
| 12.9
| 8.9
|
TSLA:22.9%;IEF:20.8%;GLD:21.6%;VOO:12.0%;VNQ:22.9%
|
US:69.9;EU:8.2;APAC:6.3;EM:9.9;Other:5.7
|
Value:-0.9;Growth:+0.7;Quality:+0.6;Size:-0.6;Momentum:+0.9;LowVol:-0.6
|
NoDerivatives
| 6
| 35
| 5.6
|
trailing 8%
| 101
| 18.1
|
Bear
| 34.4
| 3.94
| 2.1
| 182
| -7
| 60
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -6
| -22
|
BrokerB
|
MKT
| 93
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 48
| -17
| 159
| 3
| false
|
Within IPS guidelines
|
P0624
|
Systematic
|
Trust
|
USD
|
2025-05-22
| 665,571
| 63,438
| 602,133
| 1
| 58.4
| 25
| 8.4
| 8.2
|
BND:33.3%;HYG:33.3%;XLF:33.3%
|
US:73.3;EU:13.7;APAC:8.7;EM:4.1;Other:0.2
|
Value:-0.9;Growth:+0.4;Quality:0.0;Size:+0.6;Momentum:+0.1;LowVol:-0.1
| null | 8
| 30
| 5.2
|
trailing 8%
| 182
| 18.1
|
Volatile
| 21.9
| 3.99
| 2.7
| 122
| 80
| 80
| 57
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| 13
|
BrokerD
|
LMT
| 85
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -2
| 6
| 93
| 3
| false
|
Tax-aware sells next window
|
P0625
|
Active
|
Trust
|
USD
|
2025-08-18
| 1,869,861
| 118,782
| 1,751,079
| 1
| 51.5
| 25.6
| 16.5
| 6.4
|
AMZN:26.1%;VTI:26.1%;MUB:21.6%;GLD:26.1%
|
US:64.3;EU:16.5;APAC:7.0;EM:8.2;Other:4.1
|
Value:+0.1;Growth:+0.8;Quality:-0.3;Size:-0.2;Momentum:+0.3;LowVol:+0.2
|
MaxPos7%;NoDerivatives
| 10
| 30
| 5.9
|
trailing 8%
| 219
| 20
|
Sideways
| 14.4
| 4.95
| 2
| 131
| 1
| 65
| 35
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -14
| 13
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| -8
| -47
| 114
| 3
| false
|
Tax-aware sells next window
|
P0626
|
Cautious
|
IRA
|
USD
|
2024-10-29
| 842,381
| 76,540
| 765,841
| 1
| 36.1
| 39
| 7.1
| 17.7
|
MSFT:30.4%;HYG:34.8%;BRK.B:34.8%
|
US:59.6;EU:16.6;APAC:15.2;EM:6.2;Other:2.3
|
Value:+0.1;Growth:+0.4;Quality:-0.7;Size:-0.4;Momentum:+0.1;LowVol:+0.2
|
NoDerivatives;NoMargin
| 7
| 35
| 5.5
|
trailing 10%
| 116
| 17.5
|
Bear
| 32.4
| 4.18
| 1.9
| 215
| -20
| 44
| 58
| false
|
NoAction
|
Within bands; monitor
| 16
| -36
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -46
| -16
| -6
| 5
| false
|
Tax-aware sells next window
|
P0627
|
Cautious
|
Trust
|
USD
|
2025-11-27
| 232,505
| 26,836
| 205,669
| 1
| 44.8
| 41.4
| 0
| 13.8
|
QQQ:21.7%;VNQ:26.1%;XLF:26.1%;MSFT:26.1%
|
US:71.7;EU:7.1;APAC:9.8;EM:7.4;Other:4.0
|
Value:-0.6;Growth:-0.9;Quality:+0.3;Size:-0.0;Momentum:+0.1;LowVol:+0.9
|
MaxPos6%;NoDerivatives;NoMargin
| 6
| 30
| 3.2
|
trailing 8%
| 90
| 18.5
|
Bull
| 12.7
| 4.6
| 2.5
| 117
| 93
| 85
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -10
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| -6
| -48
| 76
| 5
| false
|
Tax-aware sells next window
|
P0628
|
Systematic
|
Taxable
|
USD
|
2024-09-18
| 1,580,789
| 90,681
| 1,490,108
| 1
| 57.4
| 23.5
| 12
| 7.1
|
AMZN:17.2%;VOO:9.0%;VTI:24.6%;MUB:24.6%;GLD:24.6%
|
US:73.5;EU:10.0;APAC:7.4;EM:5.5;Other:3.5
|
Value:+0.3;Growth:-0.2;Quality:-0.3;Size:-0.6;Momentum:+0.4;LowVol:-0.1
|
MaxPos6%
| 10
| 35
| 5.4
|
trailing 9%
| 142
| 17.9
|
Sideways
| 14.8
| 4.04
| 2.2
| 111
| -28
| 25
| 41
| false
|
Buy
|
Add to core equity +1%
| 18
| -38
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| -39
| -9
| 101
| 3
| false
|
Monitor dispersion and breadth
|
P0629
|
Active
|
Trust
|
USD
|
2024-10-22
| 1,474,885
| 96,901
| 1,377,984
| 1
| 57.1
| 23.3
| 11.7
| 7.9
|
VOO:27.5%;BRK.B:20.4%;XLF:24.6%;TSLA:27.5%
|
US:61.4;EU:17.2;APAC:13.8;EM:4.4;Other:3.2
|
Value:-0.3;Growth:+0.9;Quality:-0.2;Size:-1.0;Momentum:+0.1;LowVol:+0.5
|
NoDerivatives
| 6
| 25
| 5.6
|
hard 12%
| 165
| 21.2
|
Bull
| 11.5
| 4.76
| 3
| 114
| 82
| 88
| 41
| false
|
Sell
|
Trim extended winner -1%
| -1
| 4
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| 89
| -50
| 172
| 3
| false
|
Monitor dispersion and breadth
|
P0630
|
Cautious
|
Taxable
|
USD
|
2025-03-02
| 642,331
| 84,312
| 558,019
| 1
| 43.5
| 38.3
| 1.5
| 16.7
|
BRK.B:33.3%;GLD:33.3%;QQQ:33.3%
|
US:60.8;EU:17.7;APAC:14.8;EM:4.5;Other:2.2
|
Value:-0.4;Growth:-0.6;Quality:-0.4;Size:+1.0;Momentum:-0.2;LowVol:+0.7
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 30
| 4.2
|
trailing 8%
| 155
| 19.5
|
Bull
| 16.3
| 3.55
| 3
| 115
| 98
| 100
| 36
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 32
| -37
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| -12
| -48
| 39
| 5
| false
|
Tighten stops on momentum names
|
P0631
|
Opportunistic
|
Roth
|
USD
|
2025-07-13
| 373,820
| 31,979
| 341,841
| 1
| 70
| 14.4
| 8.8
| 6.8
|
HYG:35.7%;VNQ:35.7%;AMZN:28.5%
|
US:75.1;EU:8.3;APAC:9.3;EM:4.8;Other:2.4
|
Value:-0.8;Growth:+0.2;Quality:+0.1;Size:-0.5;Momentum:-0.1;LowVol:-1.0
| null | 8
| 30
| 6.4
|
trailing 7%
| 201
| 21.9
|
Bull
| 13.5
| 4.18
| 2.8
| 112
| 23
| 55
| 50
| false
|
Sell
|
Trim extended winner -1%
| -6
| -30
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 69
| -20
| 108
| 4
| false
|
Tighten stops on momentum names
|
P0632
|
Opportunistic
|
Roth
|
USD
|
2025-02-26
| 1,759,172
| 143,880
| 1,615,292
| 1
| 74.7
| 10.4
| 10.5
| 4.5
|
VTI:21.6%;HYG:26.1%;VOO:26.1%;VNQ:26.1%
|
US:80.2;EU:5.3;APAC:7.4;EM:4.8;Other:2.4
|
Value:+0.7;Growth:+0.9;Quality:-0.7;Size:+0.8;Momentum:-0.6;LowVol:0.0
| null | 5
| 25
| 4.1
|
trailing 7%
| 232
| 33.8
|
Bear
| 24.1
| 3.58
| 1.9
| 139
| -21
| 30
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 6
| -37
|
BrokerD
|
MKT
| 94
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 39
| -34
| 3
| 4
| false
|
Increase defensive factor exposure
|
P0633
|
Hands-off
|
IRA
|
USD
|
2025-05-26
| 484,756
| 36,218
| 448,538
| 1
| 61.7
| 21.7
| 10.8
| 5.7
|
BRK.B:26.7%;VNQ:26.9%;VTI:19.4%;BND:26.9%
|
US:58.0;EU:17.4;APAC:13.8;EM:8.5;Other:2.4
|
Value:-0.9;Growth:-0.1;Quality:+0.9;Size:+0.3;Momentum:-0.4;LowVol:+0.7
|
ESGOnly;MaxPos7%;NoDerivatives
| 6
| 30
| 4.2
|
trailing 8%
| 124
| 19.1
|
Volatile
| 24.2
| 4.55
| 3.6
| 118
| -15
| 36
| 57
| false
|
Buy
|
Add to core equity +1%
| 11
| -29
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 90
| -6
| 174
| 5
| false
|
Within IPS guidelines
|
P0634
|
Hands-off
|
Trust
|
USD
|
2025-08-10
| 891,595
| 50,775
| 840,820
| 1
| 55.4
| 16.1
| 18.9
| 9.6
|
TLT:17.4%;QQQ:18.5%;AMZN:22.1%;TSLA:19.8%;IEF:22.1%
|
US:65.1;EU:16.0;APAC:12.3;EM:5.2;Other:1.4
|
Value:-0.9;Growth:-1.0;Quality:+0.3;Size:-0.6;Momentum:-0.1;LowVol:+0.6
|
ESGOnly
| 5
| 25
| 4.6
|
hard 10%
| 148
| 12.3
|
Volatile
| 31.2
| 5.08
| 2.7
| 121
| -28
| 49
| 82
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| -19
|
BrokerB
|
MKT
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -37
| -43
| 0
| 2
| false
|
Increase defensive factor exposure
|
P0635
|
Active
|
401k
|
USD
|
2025-10-11
| 532,001
| 49,987
| 482,014
| 1
| 65.7
| 24.2
| 2.1
| 7.9
|
VOO:13.9%;XLF:22.4%;HYG:16.1%;IEF:23.8%;AAPL:23.8%
|
US:64.8;EU:9.0;APAC:11.1;EM:11.3;Other:3.7
|
Value:+0.5;Growth:-0.1;Quality:-0.6;Size:+0.1;Momentum:0.0;LowVol:-0.1
|
NoDerivatives
| 8
| 35
| 5.9
|
hard 12%
| 132
| 21.2
|
Bull
| 12.8
| 4.05
| 2.5
| 78
| 36
| 59
| 46
| false
|
Sell
|
Trim extended winner -1%
| -14
| 13
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| -59
| 15
| -53
| 3
| false
|
Monitor dispersion and breadth
|
P0636
|
Systematic
|
Taxable
|
USD
|
2025-02-20
| 1,666,252
| 147,714
| 1,518,538
| 1
| 58.3
| 33.6
| 2.2
| 6
|
BRK.B:32.6%;HYG:33.7%;QQQ:33.7%
|
US:58.7;EU:16.1;APAC:13.0;EM:9.9;Other:2.4
|
Value:-0.9;Growth:0.0;Quality:+0.3;Size:+0.3;Momentum:-0.2;LowVol:+0.6
|
NoDerivatives
| 7
| 35
| 4.3
|
hard 12%
| 149
| 22
|
Bull
| 14.9
| 3.73
| 2.9
| 98
| 12
| 50
| 43
| false
|
Sell
|
Trim extended winner -1%
| 17
| -20
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| -50
| -30
| -10
| 4
| false
|
Tighten stops on momentum names
|
P0637
|
Opportunistic
|
Roth
|
USD
|
2025-01-01
| 546,940
| 26,225
| 520,715
| 1.08
| 66.9
| 20.2
| 5.7
| 7.3
|
AMZN:19.9%;BND:26.7%;TSLA:26.7%;QQQ:26.7%
|
US:71.1;EU:8.9;APAC:8.3;EM:10.8;Other:0.9
|
Value:0.0;Growth:-0.3;Quality:-0.1;Size:+0.3;Momentum:+0.7;LowVol:+0.9
|
MaxPos7%;NoDerivatives
| 5
| 30
| 5.9
|
trailing 9%
| 198
| 34.6
|
Bull
| 15
| 4.48
| 3.4
| 70
| 36
| 64
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -23
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| -13
| -60
| 122
| 3
| false
|
Monitor dispersion and breadth
|
P0638
|
Hands-off
|
Taxable
|
USD
|
2025-10-05
| 672,349
| 61,879
| 610,470
| 1
| 57.3
| 16.9
| 20.2
| 5.6
|
BRK.B:33.4%;MSFT:33.4%;TLT:33.3%
|
US:73.9;EU:11.1;APAC:8.0;EM:4.3;Other:2.9
|
Value:-0.6;Growth:+0.6;Quality:+0.2;Size:-0.5;Momentum:+0.6;LowVol:-0.9
| null | 6
| 25
| 4.1
|
trailing 10%
| 147
| 17.9
|
Volatile
| 27.9
| 4.82
| 3.9
| 150
| -21
| 33
| 70
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| -3
|
BrokerC
|
LMT
| 87
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 80
| -34
| 167
| 3
| false
|
Monitor dispersion and breadth
|
P0639
|
Active
|
401k
|
USD
|
2025-09-29
| 2,355,068
| 162,581
| 2,192,487
| 1
| 58.5
| 30.9
| 3.8
| 6.7
|
TLT:19.4%;MSFT:15.7%;VNQ:15.0%;BND:17.3%;IEF:21.0%;BRK.B:11.6%
|
US:57.2;EU:14.9;APAC:13.2;EM:9.8;Other:4.9
|
Value:+0.6;Growth:-0.2;Quality:+0.1;Size:-0.6;Momentum:0.0;LowVol:-0.3
| null | 8
| 30
| 5.7
|
trailing 9%
| 203
| 18
|
Volatile
| 30.7
| 4.74
| 4.5
| 111
| -19
| 31
| 72
| true
|
Rebalance
|
Rebalance back to target bands
| 27
| -16
|
BrokerC
|
LMT
| 89
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -10
| -51
| 130
| 3
| false
|
Tighten stops on momentum names
|
P0640
|
Systematic
|
Trust
|
USD
|
2025-10-28
| 1,951,805
| 103,535
| 1,848,270
| 1
| 56
| 21.4
| 16.2
| 6.4
|
VOO:25.5%;TSLA:25.5%;AAPL:23.4%;BRK.B:25.5%
|
US:74.3;EU:6.3;APAC:9.5;EM:9.5;Other:0.4
|
Value:+0.4;Growth:-0.2;Quality:-0.1;Size:+0.8;Momentum:-0.2;LowVol:+0.8
| null | 7
| 25
| 4.3
|
trailing 8%
| 172
| 20.9
|
Volatile
| 23
| 4.58
| 3.9
| 128
| 62
| 76
| 53
| false
|
Buy
|
Add to core equity +1%
| -10
| -12
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| -28
| -58
| 72
| 3
| false
|
Monitor dispersion and breadth
|
P0641
|
Cautious
|
IRA
|
USD
|
2024-11-03
| 622,461
| 65,668
| 556,793
| 1
| 52.8
| 29.9
| 0
| 17.3
|
AMZN:21.9%;VOO:21.9%;GLD:15.7%;IEF:18.4%;BND:21.9%
|
US:67.4;EU:7.1;APAC:14.0;EM:8.5;Other:3.1
|
Value:-0.2;Growth:+0.6;Quality:+0.2;Size:-0.7;Momentum:-0.8;LowVol:-0.3
|
MaxPos5%;NoMargin
| 5
| 30
| 5.2
|
trailing 8%
| 138
| 13.1
|
Bull
| 17.5
| 3.6
| 3.2
| 98
| 74
| 100
| 52
| false
|
Buy
|
Add to core equity +1%
| 1
| -13
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| -30
| -17
| 87
| 5
| false
|
Monitor dispersion and breadth
|
P0642
|
Cautious
|
401k
|
USD
|
2024-08-19
| 817,810
| 96,973
| 720,837
| 1
| 38.6
| 40.8
| 7.9
| 12.8
|
MUB:10.8%;AAPL:19.4%;BRK.B:23.3%;TSLA:23.3%;GLD:23.3%
|
US:73.4;EU:8.6;APAC:6.9;EM:8.6;Other:2.5
|
Value:+0.1;Growth:-0.8;Quality:+0.8;Size:+0.4;Momentum:-0.7;LowVol:+0.5
|
MaxPos6%;NoMargin
| 10
| 30
| 4.5
|
trailing 8%
| 167
| 17.2
|
Bull
| 12.7
| 3.73
| 3.3
| 70
| 7
| 61
| 29
| false
|
NoAction
|
Within bands; monitor
| 35
| 4
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -37
| -2
| 95
| 3
| false
|
Within IPS guidelines
|
P0643
|
Hands-off
|
Trust
|
USD
|
2024-09-28
| 257,147
| 14,313
| 242,834
| 1
| 70.7
| 16.2
| 4.4
| 8.7
|
MSFT:12.4%;TSLA:23.1%;TLT:23.1%;BRK.B:18.2%;QQQ:23.1%
|
US:78.2;EU:6.5;APAC:9.3;EM:4.2;Other:1.8
|
Value:+0.9;Growth:-0.9;Quality:+0.9;Size:+0.1;Momentum:+0.1;LowVol:-0.5
|
NoDerivatives
| 6
| 30
| 5.6
|
hard 10%
| 142
| 12.3
|
Volatile
| 22.3
| 3.53
| 2.2
| 130
| 74
| 91
| 69
| false
|
Sell
|
Trim extended winner -1%
| 32
| -11
|
BrokerB
|
VWAP
| 86
| null | null |
Normal monitoring
| -38
| -50
| 29
| 5
| false
|
Within IPS guidelines
|
P0644
|
Opportunistic
|
Taxable
|
USD
|
2025-09-14
| 1,248,314
| 91,775
| 1,156,539
| 1
| 73.4
| 11.5
| 10
| 5.1
|
BND:16.4%;MUB:14.4%;VOO:20.9%;HYG:16.3%;VNQ:12.8%;XLF:19.1%
|
US:71.5;EU:16.8;APAC:5.5;EM:5.6;Other:0.5
|
Value:+0.3;Growth:-0.2;Quality:-0.4;Size:-1.0;Momentum:+0.7;LowVol:-0.6
|
NoDerivatives
| 6
| 35
| 6.5
|
trailing 7%
| 256
| 31.7
|
Bull
| 15.6
| 3.96
| 2.2
| 70
| 117
| 100
| 56
| false
|
Sell
|
Trim extended winner -1%
| 3
| 1
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| -41
| -2
| 1
| 5
| false
|
Tax-aware sells next window
|
P0645
|
Systematic
|
Taxable
|
USD
|
2024-10-11
| 1,625,908
| 158,177
| 1,467,731
| 1
| 55.9
| 24.9
| 13.3
| 5.9
|
TLT:33.3%;MSFT:33.3%;TSLA:33.3%
|
US:70.1;EU:10.8;APAC:10.6;EM:5.5;Other:3.1
|
Value:-0.4;Growth:+1.0;Quality:-0.4;Size:-0.3;Momentum:-0.3;LowVol:-0.1
| null | 10
| 30
| 5.4
|
trailing 9%
| 226
| 21.1
|
Bull
| 11.7
| 3.6
| 2.1
| 70
| 31
| 50
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -9
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| -10
| -7
| -44
| 4
| false
|
Increase defensive factor exposure
|
P0646
|
Cautious
|
IRA
|
USD
|
2025-02-13
| 690,984
| 94,293
| 596,691
| 1
| 48.7
| 39.7
| 0
| 11.6
|
VNQ:22.8%;GLD:22.8%;BND:22.8%;VTI:18.8%;XLF:12.9%
|
US:71.6;EU:8.2;APAC:11.7;EM:6.2;Other:2.4
|
Value:-1.0;Growth:+0.6;Quality:+0.2;Size:-0.6;Momentum:+0.7;LowVol:0.0
|
NoMargin
| 6
| 30
| 5.6
|
trailing 8%
| 112
| 17.9
|
Bull
| 15.4
| 4.67
| 2.9
| 116
| 43
| 69
| 37
| false
|
Buy
|
Add to core equity +1%
| -2
| -8
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 52
| -34
| 162
| 5
| false
|
Within IPS guidelines
|
P0647
|
Systematic
|
401k
|
USD
|
2025-05-18
| 1,165,807
| 50,048
| 1,115,759
| 1
| 68.9
| 21.4
| 0.5
| 9.3
|
TLT:24.2%;VTI:25.3%;AAPL:25.3%;HYG:25.3%
|
US:64.1;EU:12.7;APAC:12.1;EM:8.3;Other:2.7
|
Value:-0.9;Growth:0.0;Quality:-1.0;Size:+0.2;Momentum:-0.4;LowVol:+0.9
| null | 10
| 30
| 5.7
|
trailing 8%
| 138
| 19
|
Volatile
| 20.4
| 4.96
| 2.5
| 129
| 34
| 81
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| 13
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| -39
| -26
| 61
| 5
| false
|
Increase defensive factor exposure
|
P0648
|
Hands-off
|
Trust
|
USD
|
2025-01-18
| 460,938
| 41,582
| 419,356
| 1
| 60.9
| 22.4
| 10.1
| 6.6
|
AAPL:33.3%;VTI:33.3%;HYG:33.3%
|
US:70.5;EU:17.1;APAC:6.7;EM:4.2;Other:1.5
|
Value:+0.2;Growth:+0.5;Quality:+1.0;Size:+0.2;Momentum:+0.7;LowVol:+0.7
|
MaxPos7%;NoDerivatives
| 7
| 25
| 4.4
|
trailing 8%
| 167
| 14.7
|
Bull
| 12.8
| 3.69
| 3
| 110
| 100
| 100
| 44
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| -6
|
BrokerA
|
LMT
| 86
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 49
| -42
| 18
| 4
| false
|
Tax-aware sells next window
|
P0649
|
Systematic
|
401k
|
USD
|
2025-08-13
| 1,764,831
| 146,256
| 1,618,575
| 1
| 67.7
| 20.3
| 5
| 7
|
HYG:33.3%;VOO:33.3%;BRK.B:33.3%
|
US:70.2;EU:6.7;APAC:13.7;EM:7.4;Other:2.0
|
Value:+0.1;Growth:-1.0;Quality:-0.4;Size:-0.7;Momentum:+0.2;LowVol:-0.0
|
NoDerivatives
| 7
| 35
| 5.2
|
trailing 8%
| 214
| 16.9
|
Bull
| 16.2
| 3.66
| 3.5
| 71
| 31
| 62
| 46
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 2
| -22
|
BrokerD
|
LMT
| 100
| null | null |
Normal monitoring
| -11
| -6
| 116
| 4
| false
|
Increase defensive factor exposure
|
P0650
|
Systematic
|
Taxable
|
USD
|
2025-06-16
| 1,943,029
| 95,353
| 1,847,676
| 1
| 66
| 26.7
| 0
| 7.4
|
XLF:19.9%;MUB:8.6%;BND:23.8%;QQQ:23.8%;AAPL:23.8%
|
US:76.5;EU:10.5;APAC:9.5;EM:3.1;Other:0.5
|
Value:+0.1;Growth:-0.7;Quality:+0.3;Size:+0.6;Momentum:-1.0;LowVol:+0.5
| null | 7
| 30
| 4.5
|
trailing 8%
| 219
| 19.2
|
Bull
| 13.3
| 3.7
| 2.9
| 84
| 54
| 62
| 46
| true
|
Rebalance
|
Rebalance back to target bands
| -8
| -12
|
BrokerA
|
VWAP
| 92
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -35
| -30
| 104
| 5
| true
|
Monitor dispersion and breadth
|
P0651
|
Hands-off
|
IRA
|
USD
|
2025-05-29
| 539,509
| 46,996
| 492,513
| 1
| 64.8
| 17.4
| 12.2
| 5.5
|
TLT:11.9%;AMZN:18.3%;HYG:20.8%;BND:24.5%;QQQ:24.5%
|
US:58.4;EU:14.8;APAC:11.4;EM:11.4;Other:4.0
|
Value:+0.4;Growth:+0.4;Quality:-0.1;Size:-0.2;Momentum:+0.9;LowVol:+0.5
|
ESGOnly;MaxPos6%;NoDerivatives
| 7
| 30
| 4.1
|
trailing 8%
| 108
| 15.9
|
Volatile
| 25.4
| 5.35
| 2.1
| 161
| 51
| 67
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -13
| -30
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 109
| 6
| 202
| 3
| false
|
Within IPS guidelines
|
P0652
|
Opportunistic
|
401k
|
USD
|
2024-10-22
| 1,672,791
| 130,819
| 1,541,972
| 1
| 67.6
| 12.6
| 12.5
| 7.3
|
BRK.B:17.1%;BND:21.6%;AAPL:21.6%;AMZN:9.2%;VTI:12.4%;MSFT:18.0%
|
US:66.2;EU:16.4;APAC:11.6;EM:5.4;Other:0.4
|
Value:+0.9;Growth:+0.1;Quality:-0.9;Size:-0.5;Momentum:+0.4;LowVol:-0.0
|
MaxPos7%;NoDerivatives
| 10
| 35
| 4.9
|
hard 12%
| 234
| 34
|
Volatile
| 27.3
| 3.61
| 2.7
| 146
| 73
| 87
| 82
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 13
| -15
|
BrokerD
|
VWAP
| 100
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 118
| -2
| 256
| 4
| false
|
Within IPS guidelines
|
P0653
|
Active
|
Roth
|
USD
|
2024-09-22
| 636,721
| 61,869
| 574,852
| 1
| 69.9
| 20
| 2.3
| 7.9
|
QQQ:22.7%;BND:22.7%;HYG:21.4%;BRK.B:11.9%;VOO:7.7%;XLF:13.6%
|
US:60.1;EU:20.2;APAC:15.8;EM:3.3;Other:0.7
|
Value:+0.8;Growth:-0.4;Quality:-1.0;Size:-0.8;Momentum:-0.3;LowVol:+0.5
|
MaxPos8%
| 8
| 30
| 5.9
|
hard 12%
| 194
| 26.5
|
Sideways
| 20.7
| 3.79
| 2.6
| 119
| 57
| 67
| 53
| false
|
NoAction
|
Within bands; monitor
| 28
| 2
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 118
| 14
| 224
| 4
| false
|
Monitor dispersion and breadth
|
P0654
|
Active
|
IRA
|
USD
|
2024-12-18
| 1,783,143
| 130,628
| 1,652,515
| 1
| 63.8
| 30.6
| 0
| 5.5
|
VTI:33.3%;HYG:33.3%;MUB:33.3%
|
US:69.4;EU:9.9;APAC:5.2;EM:11.2;Other:4.3
|
Value:-0.3;Growth:+0.6;Quality:+0.3;Size:-0.4;Momentum:-0.2;LowVol:+0.8
|
MaxPos7%;NoDerivatives
| 10
| 30
| 4
|
hard 12%
| 170
| 17.8
|
Bull
| 11.4
| 3.62
| 2.8
| 82
| 97
| 94
| 51
| false
|
Buy
|
Add to core equity +1%
| 21
| -10
|
BrokerA
|
LMT
| 85
| null | null |
Normal monitoring
| 30
| -32
| 146
| 3
| false
|
Increase defensive factor exposure
|
P0655
|
Cautious
|
IRA
|
USD
|
2024-09-12
| 328,550
| 40,584
| 287,966
| 1
| 50.3
| 33.3
| 0
| 16.5
|
AMZN:22.9%;HYG:22.9%;QQQ:22.9%;MUB:22.9%;VNQ:8.5%
|
US:67.2;EU:16.1;APAC:9.1;EM:3.4;Other:4.2
|
Value:-1.0;Growth:-0.7;Quality:-0.7;Size:-0.7;Momentum:-0.5;LowVol:+1.0
|
ESGOnly;NoMargin
| 6
| 25
| 4
|
trailing 10%
| 139
| 19.9
|
Volatile
| 32
| 4.01
| 2.8
| 114
| 20
| 61
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 31
| -7
|
BrokerB
|
VWAP
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 84
| 11
| 220
| 3
| false
|
Tax-aware sells next window
|
P0656
|
Systematic
|
Trust
|
USD
|
2025-09-25
| 1,520,797
| 85,103
| 1,435,694
| 1
| 66.1
| 25.6
| 0
| 8.3
|
BND:19.2%;AMZN:19.3%;VTI:20.9%;XLF:17.8%;HYG:8.2%;TSLA:14.6%
|
US:64.0;EU:20.8;APAC:7.6;EM:4.3;Other:3.3
|
Value:-0.1;Growth:-0.6;Quality:-0.7;Size:-0.0;Momentum:+0.8;LowVol:+0.2
|
MaxPos8%
| 5
| 35
| 4.5
|
trailing 9%
| 154
| 26.1
|
Bull
| 16.2
| 4
| 2.4
| 96
| 118
| 97
| 52
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| 6
|
BrokerC
|
MKT
| 89
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 62
| -49
| 157
| 3
| false
|
Tighten stops on momentum names
|
P0657
|
Cautious
|
IRA
|
USD
|
2024-11-21
| 170,491
| 17,183
| 153,308
| 1
| 36.5
| 32.9
| 18.9
| 11.7
|
HYG:33.1%;BND:33.4%;MUB:33.4%
|
US:61.4;EU:9.7;APAC:15.9;EM:11.7;Other:1.2
|
Value:+0.6;Growth:-0.5;Quality:-0.7;Size:+0.2;Momentum:+0.6;LowVol:-0.7
|
MaxPos8%;NoMargin
| 5
| 25
| 3.7
|
trailing 10%
| 145
| 15.3
|
Volatile
| 20.1
| 4.03
| 2.5
| 132
| -56
| 28
| 40
| false
|
Sell
|
Trim extended winner -1%
| -15
| -16
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| 83
| -1
| 135
| 5
| false
|
Tighten stops on momentum names
|
P0658
|
Cautious
|
Trust
|
USD
|
2025-05-19
| 761,603
| 111,483
| 650,120
| 1
| 44.2
| 41
| 0
| 14.7
|
XLF:25.0%;TLT:25.0%;TSLA:25.0%;VTI:25.0%
|
US:56.8;EU:18.6;APAC:11.3;EM:9.4;Other:3.9
|
Value:-0.2;Growth:-0.8;Quality:-0.2;Size:-0.9;Momentum:-0.2;LowVol:+0.5
|
MaxPos5%;NoMargin
| 7
| 35
| 5.1
|
hard 10%
| 159
| 14.7
|
Bull
| 12.2
| 3.64
| 2.9
| 93
| 23
| 53
| 25
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -27
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 9
| -5
| 52
| 4
| false
|
Within IPS guidelines
|
P0659
|
Opportunistic
|
Roth
|
USD
|
2024-08-05
| 782,446
| 44,947
| 737,499
| 1
| 65.6
| 21.8
| 6.2
| 6.5
|
HYG:25.7%;AAPL:22.9%;QQQ:25.7%;VOO:25.7%
|
US:68.7;EU:15.7;APAC:8.7;EM:3.9;Other:3.0
|
Value:+0.8;Growth:-0.1;Quality:-0.2;Size:+0.9;Momentum:-0.3;LowVol:+0.5
| null | 5
| 30
| 5
|
trailing 7%
| 247
| 22.8
|
Bear
| 31.2
| 3.77
| 1.1
| 211
| -7
| 31
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 34
| 11
|
BrokerD
|
MKT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -5
| -7
| 46
| 4
| false
|
Monitor dispersion and breadth
|
P0660
|
Opportunistic
|
Roth
|
USD
|
2025-07-15
| 891,805
| 41,205
| 850,600
| 1.23
| 66.1
| 10.5
| 16.8
| 6.6
|
TLT:15.3%;IEF:24.8%;AMZN:11.7%;HYG:23.4%;BND:24.8%
|
US:66.7;EU:12.7;APAC:12.5;EM:3.9;Other:4.2
|
Value:+0.7;Growth:-0.5;Quality:+0.2;Size:+0.5;Momentum:-0.1;LowVol:+0.1
| null | 10
| 30
| 6.4
|
trailing 9%
| 275
| 21.9
|
Volatile
| 20.9
| 4.02
| 3.3
| 147
| -12
| 56
| 68
| false
|
Sell
|
Trim extended winner -1%
| 24
| 11
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 31
| 12
| 158
| 5
| false
|
Tax-aware sells next window
|
P0661
|
Cautious
|
IRA
|
USD
|
2025-08-30
| 447,953
| 57,502
| 390,451
| 1
| 44.1
| 33.9
| 4.7
| 17.3
|
TLT:22.3%;MSFT:19.1%;VNQ:23.1%;AAPL:13.3%;IEF:22.2%
|
US:73.5;EU:6.3;APAC:10.7;EM:3.8;Other:5.7
|
Value:+0.7;Growth:+0.8;Quality:+0.8;Size:-0.3;Momentum:-0.5;LowVol:-0.7
|
MaxPos8%;NoMargin
| 6
| 30
| 4.1
|
trailing 8%
| 137
| 15.8
|
Bull
| 11
| 3.99
| 2.8
| 82
| 34
| 74
| 28
| false
|
NoAction
|
Within bands; monitor
| 9
| -16
|
BrokerC
|
VWAP
| 95
| null | null |
Normal monitoring
| -50
| 17
| 55
| 5
| false
|
Monitor dispersion and breadth
|
P0662
|
Hands-off
|
Trust
|
USD
|
2025-04-14
| 578,487
| 27,292
| 551,195
| 1
| 56
| 21.8
| 12.6
| 9.6
|
VNQ:7.4%;IEF:11.8%;GLD:23.2%;AAPL:22.0%;VTI:23.2%;XLF:12.3%
|
US:70.6;EU:14.3;APAC:6.1;EM:6.0;Other:3.0
|
Value:-0.3;Growth:+0.9;Quality:-0.6;Size:-0.8;Momentum:-0.8;LowVol:+0.9
|
ESGOnly;NoDerivatives
| 5
| 25
| 4.3
|
trailing 8%
| 119
| 15.8
|
Bull
| 14
| 4.54
| 3.1
| 77
| 18
| 49
| 31
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -7
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| -13
| 0
| 111
| 5
| false
|
Within IPS guidelines
|
P0663
|
Cautious
|
Roth
|
USD
|
2025-10-01
| 799,548
| 80,283
| 719,265
| 1
| 37.9
| 43.9
| 4.3
| 13.9
|
VNQ:24.2%;BRK.B:24.2%;AAPL:24.2%;QQQ:12.0%;BND:15.4%
|
US:59.6;EU:16.7;APAC:11.4;EM:10.4;Other:2.0
|
Value:+0.8;Growth:+0.3;Quality:-0.4;Size:-1.0;Momentum:-0.2;LowVol:-0.8
|
ESGOnly;NoMargin
| 10
| 25
| 3.7
|
trailing 8%
| 112
| 12.7
|
Bull
| 12.8
| 3.89
| 3.3
| 117
| 43
| 82
| 35
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 1
| 15
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| -41
| -17
| 31
| 4
| false
|
Monitor dispersion and breadth
|
P0664
|
Hands-off
|
401k
|
USD
|
2024-11-18
| 728,560
| 49,800
| 678,760
| 1
| 71.5
| 18.8
| 0
| 9.7
|
AAPL:22.4%;HYG:25.9%;TLT:25.9%;BRK.B:25.9%
|
US:55.4;EU:18.9;APAC:10.9;EM:11.0;Other:3.8
|
Value:-1.0;Growth:-0.8;Quality:-0.6;Size:+0.4;Momentum:-0.8;LowVol:-0.3
|
ESGOnly
| 10
| 25
| 4.9
|
hard 10%
| 149
| 14
|
Bear
| 31.7
| 4.31
| 1.2
| 165
| -19
| 51
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| 2
|
BrokerA
|
LMT
| 93
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 22
| -10
| -18
| 3
| false
|
Increase defensive factor exposure
|
P0665
|
Opportunistic
|
Trust
|
USD
|
2025-11-02
| 595,362
| 27,584
| 567,778
| 1.1
| 66.8
| 12.6
| 15.8
| 4.8
|
TSLA:14.9%;BND:23.4%;VTI:23.4%;AAPL:23.4%;TLT:14.8%
|
US:68.7;EU:13.4;APAC:9.2;EM:7.6;Other:1.1
|
Value:+0.5;Growth:+0.3;Quality:+0.2;Size:+0.3;Momentum:-0.7;LowVol:+0.2
| null | 5
| 30
| 6.7
|
trailing 9%
| 205
| 30.3
|
Volatile
| 25.4
| 4.08
| 3.3
| 165
| 67
| 72
| 60
| false
|
Buy
|
Add to core equity +1%
| 18
| -14
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| -41
| -5
| 32
| 3
| false
|
Increase defensive factor exposure
|
P0666
|
Active
|
401k
|
USD
|
2025-07-31
| 2,418,213
| 279,367
| 2,138,846
| 1
| 54.8
| 25.9
| 11.4
| 7.9
|
VOO:33.3%;QQQ:33.3%;AMZN:33.3%
|
US:63.2;EU:16.8;APAC:7.5;EM:8.7;Other:3.8
|
Value:-0.1;Growth:+0.6;Quality:+0.1;Size:+0.7;Momentum:+0.3;LowVol:-0.7
|
MaxPos7%
| 10
| 25
| 4.2
|
hard 12%
| 183
| 23.8
|
Bull
| 12.1
| 4.89
| 2.3
| 86
| 70
| 84
| 30
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| 15
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 65
| 1
| 155
| 5
| false
|
Increase defensive factor exposure
|
P0667
|
Active
|
Roth
|
USD
|
2025-01-31
| 889,023
| 97,712
| 791,311
| 1
| 52.6
| 24.1
| 17.6
| 5.7
|
TSLA:28.6%;VOO:20.5%;HYG:28.6%;AAPL:22.3%
|
US:70.1;EU:9.2;APAC:9.7;EM:4.7;Other:6.4
|
Value:-0.0;Growth:+0.5;Quality:-0.5;Size:-0.6;Momentum:-0.3;LowVol:-0.8
|
NoDerivatives
| 5
| 25
| 5.9
|
trailing 8%
| 174
| 27.9
|
Bull
| 15.4
| 4.6
| 3.4
| 94
| 6
| 61
| 38
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| -31
|
BrokerD
|
VWAP
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 6
| -58
| 83
| 3
| true
|
Increase defensive factor exposure
|
P0668
|
Cautious
|
IRA
|
USD
|
2025-02-25
| 620,593
| 71,937
| 548,656
| 1
| 35.1
| 34.5
| 12.4
| 18
|
AMZN:21.7%;MSFT:20.1%;GLD:6.1%;TLT:21.7%;VNQ:12.1%;AAPL:18.3%
|
US:60.5;EU:8.6;APAC:13.5;EM:13.6;Other:3.8
|
Value:+0.2;Growth:+0.1;Quality:-0.9;Size:+0.5;Momentum:-0.1;LowVol:-0.9
|
ESGOnly;MaxPos5%;NoMargin
| 10
| 25
| 3.4
|
hard 10%
| 105
| 13
|
Volatile
| 30.3
| 4.71
| 2.4
| 150
| -49
| 18
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| 2
|
BrokerA
|
VWAP
| 96
| null | null |
Normal monitoring
| -41
| 10
| 95
| 3
| false
|
Within IPS guidelines
|
P0669
|
Hands-off
|
Roth
|
USD
|
2025-03-22
| 849,717
| 74,637
| 775,080
| 1
| 65.1
| 27.6
| 0
| 7.2
|
TLT:29.2%;HYG:12.3%;VOO:29.2%;XLF:29.2%
|
US:67.5;EU:10.9;APAC:9.2;EM:11.7;Other:0.6
|
Value:-0.3;Growth:+0.8;Quality:-0.6;Size:+0.5;Momentum:-0.5;LowVol:-0.5
|
ESGOnly
| 5
| 30
| 3.3
|
hard 10%
| 143
| 17.6
|
Bull
| 12.7
| 4.28
| 2.2
| 108
| 9
| 46
| 38
| false
|
Buy
|
Add to core equity +1%
| 10
| -4
|
BrokerB
|
VWAP
| 85
| null | null |
Normal monitoring
| 112
| -60
| 183
| 3
| false
|
Increase defensive factor exposure
|
P0670
|
Active
|
Roth
|
USD
|
2025-06-16
| 1,208,541
| 128,996
| 1,079,545
| 1
| 55.7
| 18.4
| 17.7
| 8.2
|
QQQ:23.4%;AMZN:13.4%;GLD:16.3%;TSLA:23.5%;VOO:23.5%
|
US:63.9;EU:10.5;APAC:15.5;EM:6.7;Other:3.4
|
Value:-0.7;Growth:+0.7;Quality:+0.4;Size:-0.6;Momentum:+0.5;LowVol:-0.7
|
NoDerivatives
| 7
| 30
| 5.2
|
trailing 8%
| 147
| 25
|
Volatile
| 29.8
| 4.24
| 2.2
| 174
| 34
| 54
| 69
| false
|
NoAction
|
Within bands; monitor
| 22
| 14
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 103
| 16
| 113
| 3
| false
|
Increase defensive factor exposure
|
P0671
|
Active
|
401k
|
USD
|
2025-06-21
| 1,186,274
| 119,137
| 1,067,137
| 1
| 57.8
| 24.4
| 9
| 8.8
|
QQQ:19.3%;XLF:9.9%;VNQ:21.2%;MUB:21.2%;VTI:17.7%;IEF:10.8%
|
US:68.1;EU:6.5;APAC:11.7;EM:10.0;Other:3.6
|
Value:-0.6;Growth:+0.6;Quality:+0.8;Size:+0.3;Momentum:+0.2;LowVol:-0.5
|
NoDerivatives
| 10
| 35
| 5.7
|
trailing 9%
| 186
| 23.9
|
Volatile
| 25.8
| 3.53
| 3.3
| 162
| 47
| 82
| 65
| false
|
Buy
|
Add to core equity +1%
| 6
| -23
|
BrokerB
|
VWAP
| 89
| null | null |
Normal monitoring
| 112
| -55
| 93
| 4
| false
|
Monitor dispersion and breadth
|
P0672
|
Cautious
|
Roth
|
USD
|
2025-10-30
| 690,047
| 95,011
| 595,036
| 1
| 44.7
| 31.2
| 12.9
| 11.1
|
MSFT:33.3%;TLT:33.3%;GLD:33.3%
|
US:68.1;EU:8.9;APAC:15.4;EM:6.4;Other:1.1
|
Value:+0.4;Growth:-0.1;Quality:-0.7;Size:+0.3;Momentum:-0.3;LowVol:-0.3
|
NoMargin
| 8
| 30
| 4.8
|
trailing 8%
| 126
| 12.2
|
Volatile
| 29.8
| 4.63
| 2
| 180
| 78
| 85
| 57
| false
|
Buy
|
Add to core equity +1%
| 3
| -18
|
BrokerD
|
VWAP
| 87
| null | null |
Normal monitoring
| -54
| -14
| 68
| 4
| false
|
Increase defensive factor exposure
|
P0673
|
Systematic
|
Taxable
|
USD
|
2025-06-04
| 1,301,979
| 86,786
| 1,215,193
| 1
| 60.5
| 30.9
| 0
| 8.5
|
BND:22.1%;XLF:22.6%;AAPL:22.6%;HYG:22.6%;MUB:10.1%
|
US:73.1;EU:6.3;APAC:12.2;EM:5.6;Other:2.8
|
Value:-0.7;Growth:+0.2;Quality:-0.5;Size:-0.8;Momentum:+0.2;LowVol:+0.5
| null | 8
| 30
| 5.2
|
hard 12%
| 165
| 27.3
|
Bear
| 33.3
| 3.83
| 1.2
| 196
| -63
| 31
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -30
|
BrokerC
|
MKT
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 43
| -51
| 5
| 2
| true
|
Tighten stops on momentum names
|
P0674
|
Hands-off
|
IRA
|
USD
|
2025-10-25
| 777,071
| 48,434
| 728,637
| 1
| 57.4
| 28.7
| 4.5
| 9.5
|
BND:25.0%;AMZN:25.0%;VOO:25.0%;AAPL:25.0%
|
US:64.6;EU:13.0;APAC:6.9;EM:11.8;Other:3.7
|
Value:+0.8;Growth:+0.3;Quality:+0.8;Size:+0.7;Momentum:-0.9;LowVol:-0.4
|
ESGOnly
| 7
| 25
| 3.2
|
trailing 8%
| 134
| 18.7
|
Bear
| 33
| 3.74
| 1.4
| 179
| -29
| 40
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| -17
|
BrokerD
|
LMT
| 89
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -48
| -4
| 35
| 2
| false
|
Increase defensive factor exposure
|
P0675
|
Systematic
|
Taxable
|
USD
|
2025-06-02
| 1,134,770
| 79,456
| 1,055,314
| 1
| 65.5
| 27.8
| 0
| 6.7
|
VNQ:33.7%;QQQ:32.5%;AAPL:33.7%
|
US:65.4;EU:11.2;APAC:13.2;EM:7.0;Other:3.2
|
Value:-0.4;Growth:-0.9;Quality:+0.9;Size:-0.7;Momentum:-0.5;LowVol:-0.8
| null | 7
| 30
| 5.3
|
trailing 9%
| 153
| 19.1
|
Bull
| 11.1
| 3.55
| 2.5
| 119
| 19
| 47
| 33
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -12
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 116
| 6
| 251
| 5
| false
|
Increase defensive factor exposure
|
P0676
|
Active
|
IRA
|
USD
|
2025-06-13
| 2,287,044
| 274,344
| 2,012,700
| 1
| 66.6
| 23.8
| 0
| 9.6
|
VTI:22.6%;TSLA:22.6%;AAPL:13.6%;IEF:10.5%;XLF:12.9%;GLD:17.8%
|
US:60.6;EU:12.1;APAC:16.4;EM:8.6;Other:2.2
|
Value:+0.5;Growth:+0.4;Quality:-0.6;Size:-0.3;Momentum:+0.1;LowVol:0.0
|
NoDerivatives
| 5
| 25
| 4
|
trailing 9%
| 180
| 22.5
|
Bull
| 16.4
| 3.55
| 2.1
| 107
| 94
| 84
| 62
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 14
| -11
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| 9
| 1
| 90
| 4
| false
|
Within IPS guidelines
|
P0677
|
Hands-off
|
Taxable
|
USD
|
2024-08-06
| 407,044
| 30,116
| 376,928
| 1
| 72.8
| 21.5
| 0
| 5.7
|
AAPL:33.5%;QQQ:33.1%;VNQ:33.5%
|
US:63.4;EU:13.9;APAC:8.5;EM:10.1;Other:4.1
|
Value:-0.1;Growth:+0.3;Quality:-0.6;Size:+0.1;Momentum:-0.8;LowVol:-0.1
|
ESGOnly
| 8
| 30
| 3.8
|
trailing 10%
| 119
| 12.3
|
Volatile
| 26.3
| 4.77
| 4.4
| 155
| 61
| 89
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| -11
| -15
|
BrokerC
|
LMT
| 99
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -22
| -11
| 82
| 5
| true
|
Increase defensive factor exposure
|
P0678
|
Systematic
|
Trust
|
USD
|
2025-10-06
| 404,519
| 23,257
| 381,262
| 1
| 56.1
| 31.8
| 4.4
| 7.7
|
MSFT:16.1%;AMZN:23.5%;XLF:23.5%;GLD:21.6%;AAPL:15.2%
|
US:65.2;EU:17.8;APAC:5.8;EM:9.2;Other:2.0
|
Value:+0.2;Growth:-0.2;Quality:+0.5;Size:+0.4;Momentum:-0.3;LowVol:-0.4
| null | 6
| 25
| 4.7
|
trailing 9%
| 161
| 18.5
|
Volatile
| 21.2
| 5
| 3.4
| 131
| -50
| 36
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| 7
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| -29
| -58
| 102
| 4
| false
|
Monitor dispersion and breadth
|
P0679
|
Systematic
|
Roth
|
USD
|
2025-03-02
| 1,423,722
| 85,990
| 1,337,732
| 1
| 59.3
| 22.5
| 8.8
| 9.4
|
BRK.B:20.4%;TLT:22.1%;XLF:14.2%;VOO:21.8%;MSFT:21.5%
|
US:68.8;EU:8.8;APAC:7.3;EM:10.8;Other:4.3
|
Value:+0.4;Growth:+1.0;Quality:+0.4;Size:-0.4;Momentum:-0.1;LowVol:+0.8
|
MaxPos7%;NoDerivatives
| 10
| 30
| 5.2
|
trailing 9%
| 178
| 25.1
|
Bear
| 23.2
| 3.59
| 1.2
| 147
| -22
| 47
| 67
| false
|
Buy
|
Add to core equity +1%
| 26
| 5
|
BrokerB
|
VWAP
| 98
| null | null |
Normal monitoring
| 34
| -48
| 74
| 5
| false
|
Within IPS guidelines
|
P0680
|
Opportunistic
|
Trust
|
USD
|
2025-01-22
| 949,565
| 59,744
| 889,821
| 1.17
| 69.4
| 12.3
| 12.7
| 5.5
|
BND:10.0%;GLD:22.6%;HYG:22.6%;AAPL:17.7%;AMZN:20.1%;QQQ:7.0%
|
US:65.8;EU:11.8;APAC:10.7;EM:8.8;Other:2.8
|
Value:-0.9;Growth:+1.0;Quality:-0.3;Size:-0.2;Momentum:-0.8;LowVol:+0.5
| null | 8
| 25
| 5.6
|
trailing 9%
| 265
| 24.8
|
Bull
| 15.2
| 3.61
| 2.3
| 111
| 17
| 71
| 44
| false
|
Buy
|
Add to core equity +1%
| 6
| -36
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| 62
| 13
| 166
| 4
| false
|
Monitor dispersion and breadth
|
P0681
|
Opportunistic
|
IRA
|
USD
|
2024-12-20
| 455,762
| 26,196
| 429,566
| 1.24
| 70.4
| 21.7
| 1.1
| 6.8
|
TLT:33.3%;VNQ:33.3%;VTI:33.3%
|
US:70.1;EU:7.4;APAC:9.9;EM:8.7;Other:3.9
|
Value:+0.9;Growth:+0.3;Quality:+0.8;Size:-0.4;Momentum:+0.8;LowVol:+0.3
| null | 5
| 35
| 6
|
hard 12%
| 262
| 26
|
Volatile
| 29.7
| 5.39
| 2.1
| 177
| 10
| 59
| 85
| true
|
Rebalance
|
Rebalance back to target bands
| -1
| -34
|
BrokerD
|
LMT
| 94
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 60
| 19
| 58
| 2
| false
|
Increase defensive factor exposure
|
P0682
|
Hands-off
|
IRA
|
USD
|
2025-05-23
| 503,573
| 32,367
| 471,206
| 1
| 68.9
| 19.1
| 4.8
| 7.2
|
XLF:21.9%;MUB:21.9%;HYG:9.3%;TSLA:17.4%;MSFT:7.6%;VNQ:21.9%
|
US:64.0;EU:9.8;APAC:16.1;EM:5.7;Other:4.4
|
Value:-0.5;Growth:+0.2;Quality:-0.6;Size:+0.8;Momentum:-0.4;LowVol:-0.1
|
ESGOnly;MaxPos5%;NoDerivatives
| 10
| 30
| 3.5
|
trailing 8%
| 144
| 18.2
|
Bull
| 15.5
| 4.85
| 2.4
| 100
| 107
| 100
| 62
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -7
| 1
|
BrokerD
|
LMT
| 92
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 35
| -37
| 56
| 5
| false
|
Increase defensive factor exposure
|
P0683
|
Active
|
Roth
|
USD
|
2024-07-11
| 2,037,162
| 212,243
| 1,824,919
| 1
| 54.5
| 20.2
| 19.2
| 6.1
|
VOO:33.3%;XLF:33.3%;VTI:33.3%
|
US:67.6;EU:11.2;APAC:9.4;EM:7.3;Other:4.6
|
Value:+0.2;Growth:-0.7;Quality:+0.6;Size:+0.7;Momentum:-0.4;LowVol:+0.8
| null | 8
| 30
| 5.5
|
trailing 9%
| 161
| 23.8
|
Bull
| 12.4
| 4.2
| 3.5
| 83
| 97
| 97
| 27
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -8
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 31
| -3
| 123
| 4
| false
|
Monitor dispersion and breadth
|
P0684
|
Systematic
|
Roth
|
USD
|
2025-03-08
| 515,662
| 28,751
| 486,911
| 1
| 55.1
| 23.2
| 16.1
| 5.7
|
TSLA:21.1%;VNQ:18.1%;HYG:18.7%;IEF:21.1%;MSFT:21.1%
|
US:66.2;EU:11.3;APAC:11.6;EM:7.4;Other:3.5
|
Value:-0.5;Growth:-0.9;Quality:-0.3;Size:+0.2;Momentum:-0.0;LowVol:+0.3
| null | 5
| 35
| 4.1
|
hard 12%
| 138
| 21.1
|
Bear
| 32.8
| 4.39
| 2.8
| 143
| -21
| 33
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| -37
|
BrokerD
|
LMT
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 0
| -15
| 118
| 5
| false
|
Tighten stops on momentum names
|
P0685
|
Cautious
|
Taxable
|
USD
|
2025-05-23
| 796,197
| 104,000
| 692,197
| 1
| 48.5
| 35.2
| 5.3
| 10.9
|
XLF:20.8%;MSFT:17.8%;QQQ:16.2%;TSLA:19.0%;VTI:14.2%;BRK.B:12.1%
|
US:70.4;EU:11.6;APAC:7.4;EM:7.7;Other:2.9
|
Value:-0.1;Growth:+0.3;Quality:-0.6;Size:+0.6;Momentum:-0.7;LowVol:+0.7
|
NoDerivatives;NoMargin
| 10
| 25
| 3.1
|
trailing 10%
| 136
| 13.4
|
Volatile
| 24.4
| 4.27
| 3.1
| 133
| -59
| 11
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| 2
|
BrokerB
|
VWAP
| 90
| null | null |
Normal monitoring
| 2
| -42
| 126
| 3
| false
|
Monitor dispersion and breadth
|
P0686
|
Hands-off
|
401k
|
USD
|
2025-08-01
| 780,313
| 69,040
| 711,273
| 1
| 65.9
| 24.9
| 2.4
| 6.9
|
TSLA:26.4%;VNQ:20.7%;MUB:26.4%;QQQ:26.4%
|
US:62.7;EU:16.2;APAC:8.7;EM:10.0;Other:2.4
|
Value:-0.3;Growth:-0.1;Quality:-0.4;Size:-0.9;Momentum:-0.4;LowVol:-0.7
|
MaxPos6%
| 6
| 25
| 5.7
|
trailing 8%
| 111
| 12.7
|
Bull
| 15.7
| 3.54
| 2.3
| 117
| 25
| 51
| 47
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -12
| -25
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| -25
| -33
| 39
| 3
| false
|
Tax-aware sells next window
|
P0687
|
Systematic
|
Taxable
|
USD
|
2025-02-21
| 422,855
| 30,388
| 392,467
| 1
| 59.7
| 33.1
| 0
| 7.2
|
IEF:15.9%;GLD:22.2%;MSFT:22.2%;BND:22.2%;TSLA:17.6%
|
US:65.2;EU:5.7;APAC:16.4;EM:10.0;Other:2.8
|
Value:-0.1;Growth:-0.3;Quality:+0.4;Size:-0.1;Momentum:+0.6;LowVol:+0.5
|
NoDerivatives
| 5
| 35
| 5.8
|
trailing 8%
| 165
| 21
|
Sideways
| 21.1
| 4.9
| 2
| 114
| -9
| 36
| 59
| false
|
Sell
|
Trim extended winner -1%
| 31
| -24
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 28
| -55
| 115
| 5
| false
|
Monitor dispersion and breadth
|
P0688
|
Hands-off
|
401k
|
USD
|
2025-10-15
| 415,604
| 34,888
| 380,716
| 1
| 70.9
| 23.4
| 0
| 5.8
|
BND:11.1%;BRK.B:18.6%;VNQ:22.5%;TSLA:22.5%;QQQ:12.5%;AMZN:12.9%
|
US:69.6;EU:16.2;APAC:7.6;EM:4.7;Other:2.0
|
Value:+0.5;Growth:-0.2;Quality:+0.7;Size:-0.6;Momentum:-1.0;LowVol:-0.1
|
MaxPos8%;NoDerivatives
| 7
| 25
| 4.6
|
hard 10%
| 95
| 18.6
|
Bull
| 14.7
| 3.65
| 2
| 78
| 66
| 84
| 58
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| 10
|
BrokerB
|
MKT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 37
| -31
| 10
| 2
| false
|
Monitor dispersion and breadth
|
P0689
|
Cautious
|
Trust
|
USD
|
2025-07-13
| 252,087
| 33,398
| 218,689
| 1
| 38.3
| 40.7
| 3.3
| 17.7
|
TLT:22.5%;AMZN:17.4%;BND:16.2%;XLF:21.4%;VOO:22.5%
|
US:57.7;EU:20.2;APAC:14.9;EM:3.7;Other:3.5
|
Value:-0.9;Growth:+0.1;Quality:+0.2;Size:+0.3;Momentum:+0.1;LowVol:-0.4
|
MaxPos6%;NoDerivatives;NoMargin
| 10
| 25
| 3
|
hard 10%
| 106
| 19.6
|
Bull
| 15
| 3.91
| 2.4
| 110
| 100
| 97
| 24
| false
|
Buy
|
Add to core equity +1%
| 1
| 14
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 97
| 16
| 85
| 5
| false
|
Tax-aware sells next window
|
P0690
|
Active
|
IRA
|
USD
|
2025-05-12
| 1,536,120
| 162,011
| 1,374,109
| 1
| 54.4
| 29.5
| 9.2
| 6.9
|
TLT:15.1%;TSLA:18.5%;HYG:20.2%;MUB:18.5%;QQQ:10.6%;BRK.B:17.2%
|
US:66.8;EU:10.5;APAC:12.5;EM:4.2;Other:5.9
|
Value:+0.6;Growth:-0.6;Quality:+0.2;Size:-0.7;Momentum:+0.5;LowVol:+0.7
| null | 6
| 30
| 5.6
|
trailing 8%
| 157
| 16.7
|
Sideways
| 16.3
| 3.54
| 2.5
| 110
| -2
| 49
| 51
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 27
| -6
|
BrokerB
|
MKT
| 100
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 41
| -60
| 177
| 2
| false
|
Tax-aware sells next window
|
P0691
|
Systematic
|
401k
|
USD
|
2025-02-26
| 787,169
| 66,166
| 721,003
| 1
| 57.3
| 29.1
| 6.9
| 6.8
|
VNQ:17.4%;GLD:21.1%;MUB:21.1%;HYG:21.1%;VTI:19.4%
|
US:66.7;EU:16.6;APAC:9.1;EM:6.8;Other:0.7
|
Value:+0.9;Growth:-0.6;Quality:+0.7;Size:+0.1;Momentum:-0.7;LowVol:-0.5
|
NoDerivatives
| 6
| 25
| 5.9
|
trailing 9%
| 129
| 23.3
|
Bull
| 14.6
| 4.39
| 2.3
| 115
| 70
| 90
| 37
| false
|
NoAction
|
Within bands; monitor
| -1
| -20
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -56
| -53
| -43
| 5
| false
|
Within IPS guidelines
|
P0692
|
Systematic
|
Trust
|
USD
|
2025-01-25
| 817,541
| 77,496
| 740,045
| 1
| 63.8
| 29
| 0
| 7.2
|
TLT:37.2%;AAPL:25.6%;HYG:37.2%
|
US:69.9;EU:12.3;APAC:7.0;EM:8.9;Other:1.9
|
Value:+0.1;Growth:-0.4;Quality:+0.9;Size:-0.2;Momentum:-0.4;LowVol:-0.7
|
MaxPos6%
| 5
| 35
| 4.4
|
hard 12%
| 158
| 17.9
|
Sideways
| 17.7
| 4.3
| 2.5
| 116
| 5
| 37
| 56
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 19
| 1
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 8
| -24
| 126
| 4
| false
|
Monitor dispersion and breadth
|
P0693
|
Hands-off
|
IRA
|
USD
|
2025-03-16
| 488,515
| 40,235
| 448,280
| 1
| 62.9
| 28.6
| 0
| 8.5
|
GLD:23.3%;BND:10.5%;TLT:19.5%;AMZN:23.3%;HYG:23.3%
|
US:70.2;EU:6.5;APAC:13.8;EM:8.0;Other:1.6
|
Value:-0.4;Growth:-0.0;Quality:+0.6;Size:+0.9;Momentum:-0.6;LowVol:-0.7
| null | 7
| 30
| 4.3
|
trailing 8%
| 118
| 13.5
|
Volatile
| 29.2
| 4.22
| 3.4
| 143
| -2
| 53
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 0
| -39
|
BrokerA
|
LMT
| 87
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -47
| -13
| -30
| 4
| false
|
Within IPS guidelines
|
P0694
|
Systematic
|
Trust
|
USD
|
2024-10-30
| 1,264,121
| 80,205
| 1,183,916
| 1
| 57.7
| 27.8
| 8.6
| 5.9
|
AAPL:33.3%;BND:33.3%;GLD:33.3%
|
US:65.4;EU:10.3;APAC:9.0;EM:13.7;Other:1.6
|
Value:+1.0;Growth:+0.8;Quality:-0.5;Size:+0.7;Momentum:+0.9;LowVol:-0.9
| null | 7
| 25
| 4
|
trailing 8%
| 179
| 21.4
|
Bear
| 33.2
| 3
| 1.9
| 132
| -109
| 5
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 2
| -19
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -22
| -18
| 90
| 5
| false
|
Tighten stops on momentum names
|
P0695
|
Hands-off
|
Trust
|
USD
|
2024-09-09
| 296,698
| 20,594
| 276,104
| 1
| 72.4
| 16.4
| 2.8
| 8.4
|
QQQ:22.1%;MSFT:14.1%;GLD:11.0%;MUB:12.0%;TLT:22.1%;BND:18.7%
|
US:67.0;EU:15.3;APAC:7.7;EM:6.5;Other:3.6
|
Value:-0.9;Growth:+0.9;Quality:+0.9;Size:-0.5;Momentum:-0.7;LowVol:0.0
|
ESGOnly;MaxPos7%;NoDerivatives
| 8
| 30
| 4.5
|
trailing 8%
| 124
| 19.8
|
Sideways
| 18.4
| 3.63
| 3
| 127
| 51
| 64
| 62
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 0
| -1
|
BrokerB
|
VWAP
| 93
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -36
| 16
| 76
| 2
| false
|
Within IPS guidelines
|
P0696
|
Hands-off
|
IRA
|
USD
|
2024-07-05
| 528,259
| 42,939
| 485,320
| 1
| 62.4
| 19.9
| 8
| 9.6
|
VTI:18.9%;AMZN:10.0%;TSLA:23.7%;MUB:23.7%;MSFT:23.7%
|
US:69.1;EU:13.6;APAC:9.0;EM:7.6;Other:0.8
|
Value:+1.0;Growth:+0.6;Quality:-0.2;Size:+0.6;Momentum:+0.9;LowVol:-0.3
| null | 5
| 30
| 5.7
|
hard 10%
| 120
| 18.9
|
Bull
| 13.6
| 3.93
| 2.8
| 101
| 21
| 63
| 39
| false
|
Buy
|
Add to core equity +1%
| -8
| -28
|
BrokerB
|
VWAP
| 97
| null | null |
Normal monitoring
| -57
| -55
| -71
| 5
| false
|
Within IPS guidelines
|
P0697
|
Systematic
|
401k
|
USD
|
2025-05-11
| 1,173,297
| 108,808
| 1,064,489
| 1
| 57.4
| 32.9
| 0
| 9.7
|
VTI:20.5%;GLD:20.5%;IEF:16.4%;HYG:12.3%;TSLA:17.8%;VNQ:12.5%
|
US:63.6;EU:20.1;APAC:11.0;EM:4.4;Other:0.8
|
Value:+0.3;Growth:-0.4;Quality:-0.3;Size:+0.3;Momentum:+0.4;LowVol:+0.7
|
NoDerivatives
| 6
| 25
| 5.2
|
trailing 8%
| 143
| 20.9
|
Sideways
| 20.9
| 4.21
| 2.8
| 138
| -29
| 24
| 54
| false
|
Buy
|
Add to core equity +1%
| 32
| -4
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 48
| -24
| 136
| 3
| false
|
Within IPS guidelines
|
P0698
|
Hands-off
|
401k
|
USD
|
2024-09-28
| 312,157
| 29,770
| 282,387
| 1
| 66.1
| 26.5
| 0
| 7.4
|
GLD:28.7%;MSFT:28.7%;AAPL:18.6%;BND:24.0%
|
US:56.1;EU:18.9;APAC:14.7;EM:9.4;Other:0.9
|
Value:0.0;Growth:-0.5;Quality:-0.2;Size:-0.7;Momentum:-0.9;LowVol:0.0
|
ESGOnly;MaxPos6%;NoDerivatives
| 6
| 30
| 3.8
|
trailing 8%
| 164
| 15.6
|
Volatile
| 24
| 5.15
| 4.3
| 178
| -60
| 12
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -4
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| 32
| 11
| 96
| 3
| false
|
Within IPS guidelines
|
P0699
|
Opportunistic
|
Taxable
|
USD
|
2025-03-28
| 1,268,476
| 71,931
| 1,196,545
| 1
| 73.5
| 10.7
| 9.9
| 5.9
|
TSLA:7.3%;IEF:16.2%;GLD:21.6%;VOO:21.6%;MUB:12.3%;AMZN:20.9%
|
US:68.8;EU:8.3;APAC:13.5;EM:8.4;Other:1.1
|
Value:-0.6;Growth:-0.4;Quality:-0.9;Size:-0.5;Momentum:+0.1;LowVol:+0.8
| null | 7
| 30
| 4.8
|
trailing 7%
| 166
| 30.9
|
Volatile
| 24.8
| 4.22
| 2.9
| 128
| -4
| 63
| 68
| false
|
Buy
|
Add to core equity +1%
| 13
| 9
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 81
| -50
| 170
| 3
| false
|
Tighten stops on momentum names
|
P0700
|
Active
|
Taxable
|
USD
|
2025-09-09
| 1,883,944
| 153,764
| 1,730,180
| 1
| 65.8
| 20.8
| 8.1
| 5.2
|
IEF:13.9%;TSLA:20.9%;GLD:13.8%;AMZN:20.9%;MUB:11.8%;XLF:18.7%
|
US:59.3;EU:17.0;APAC:13.0;EM:6.6;Other:4.2
|
Value:+1.0;Growth:-0.9;Quality:+0.2;Size:+0.7;Momentum:+0.1;LowVol:-0.2
| null | 7
| 25
| 5.8
|
trailing 9%
| 225
| 21.4
|
Bull
| 12.7
| 4.93
| 3.5
| 93
| 10
| 47
| 53
| false
|
Buy
|
Add to core equity +1%
| 15
| 12
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| -38
| -41
| 29
| 5
| false
|
Tighten stops on momentum names
|
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