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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P6501
|
Hands-off
|
401k
|
USD
|
2025-11-25
| 384,027
| 28,794
| 355,233
| 1
| 58.1
| 29.4
| 5.3
| 7.2
|
BND:9.4%;GLD:21.9%;XLF:15.2%;BRK.B:9.8%;AMZN:21.9%;MSFT:21.9%
|
US:60.0;EU:17.0;APAC:12.5;EM:9.8;Other:0.9
|
Value:+0.3;Growth:+0.1;Quality:-0.0;Size:+0.6;Momentum:+0.7;LowVol:-0.7
|
ESGOnly;NoDerivatives
| 8
| 35
| 5.7
|
trailing 8%
| 91
| 14.5
|
Bear
| 29.8
| 3.71
| 2.9
| 186
| -56
| 24
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| -30
|
BrokerB
|
MKT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 120
| -25
| 204
| 4
| false
|
Tighten stops on momentum names
|
P6502
|
Opportunistic
|
401k
|
USD
|
2025-05-10
| 839,705
| 31,399
| 808,306
| 1
| 60.3
| 16.1
| 18.6
| 4.9
|
HYG:23.0%;BND:23.0%;MUB:15.7%;AAPL:23.0%;AMZN:15.2%
|
US:67.1;EU:15.8;APAC:11.3;EM:5.0;Other:0.8
|
Value:+0.7;Growth:-1.0;Quality:+0.3;Size:-0.7;Momentum:-0.8;LowVol:+0.2
| null | 10
| 30
| 4.3
|
trailing 7%
| 235
| 28.9
|
Volatile
| 24.8
| 5.28
| 2.3
| 119
| 50
| 62
| 64
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| 5
|
BrokerB
|
MKT
| 100
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 105
| -15
| 72
| 4
| false
|
Monitor dispersion and breadth
|
P6503
|
Cautious
|
IRA
|
USD
|
2025-09-03
| 444,019
| 45,549
| 398,470
| 1
| 48.9
| 41.1
| 0
| 10
|
BRK.B:18.8%;MSFT:16.5%;XLF:18.2%;TLT:20.6%;AMZN:15.0%;GLD:10.9%
|
US:66.4;EU:18.4;APAC:8.3;EM:4.4;Other:2.5
|
Value:-0.6;Growth:-0.3;Quality:-0.7;Size:-0.7;Momentum:+0.5;LowVol:-0.8
|
NoMargin
| 6
| 30
| 5.9
|
trailing 10%
| 97
| 12.5
|
Volatile
| 29
| 4.16
| 3.7
| 145
| 50
| 60
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -11
|
BrokerB
|
VWAP
| 85
| null | null |
Normal monitoring
| 80
| 18
| 105
| 4
| false
|
Tax-aware sells next window
|
P6504
|
Hands-off
|
Taxable
|
USD
|
2024-10-29
| 734,927
| 37,445
| 697,482
| 1
| 63.6
| 26.1
| 1.3
| 9
|
BRK.B:22.1%;VNQ:18.2%;IEF:22.1%;VTI:15.0%;MUB:15.4%;QQQ:7.2%
|
US:66.5;EU:14.0;APAC:12.6;EM:6.2;Other:0.7
|
Value:-0.6;Growth:+0.5;Quality:-0.3;Size:+0.5;Momentum:+0.6;LowVol:-0.8
|
NoDerivatives
| 5
| 30
| 3.9
|
trailing 8%
| 125
| 14.7
|
Bull
| 12.1
| 4.36
| 2.3
| 112
| 46
| 75
| 37
| false
|
Buy
|
Add to core equity +1%
| 0
| -11
|
BrokerA
|
VWAP
| 100
| null | null |
Normal monitoring
| -20
| 0
| 7
| 5
| false
|
Tax-aware sells next window
|
P6505
|
Hands-off
|
IRA
|
USD
|
2025-07-24
| 405,720
| 27,271
| 378,449
| 1
| 67.6
| 27.5
| 0
| 4.9
|
TSLA:33.3%;IEF:33.3%;MSFT:33.3%
|
US:72.3;EU:10.2;APAC:7.1;EM:8.2;Other:2.2
|
Value:+0.6;Growth:-0.7;Quality:-0.8;Size:+0.4;Momentum:+0.2;LowVol:-0.7
|
ESGOnly;MaxPos8%
| 5
| 35
| 4.4
|
trailing 10%
| 110
| 16.3
|
Bull
| 12.7
| 4.61
| 3.1
| 81
| 18
| 46
| 47
| false
|
Buy
|
Add to core equity +1%
| -14
| 6
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 61
| -58
| 53
| 3
| false
|
Within IPS guidelines
|
P6506
|
Active
|
IRA
|
USD
|
2024-08-11
| 997,162
| 88,869
| 908,293
| 1
| 50.1
| 23.8
| 19.4
| 6.7
|
XLF:18.0%;AAPL:23.2%;BND:17.4%;VOO:23.2%;MSFT:18.2%
|
US:68.6;EU:5.9;APAC:11.3;EM:10.5;Other:3.7
|
Value:+0.6;Growth:+0.7;Quality:-0.9;Size:-0.2;Momentum:+0.2;LowVol:-0.8
| null | 6
| 25
| 5.4
|
hard 12%
| 164
| 26.6
|
Volatile
| 24.2
| 4.91
| 3.7
| 141
| 57
| 78
| 63
| false
|
NoAction
|
Within bands; monitor
| 31
| -16
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| -20
| -57
| 2
| 5
| false
|
Within IPS guidelines
|
P6507
|
Opportunistic
|
Roth
|
USD
|
2024-10-10
| 1,759,266
| 97,473
| 1,661,793
| 1
| 66.9
| 17.4
| 8.1
| 7.6
|
BND:18.8%;TSLA:10.4%;VTI:24.0%;MUB:24.0%;AMZN:22.8%
|
US:56.0;EU:18.5;APAC:10.4;EM:11.2;Other:3.9
|
Value:-0.5;Growth:+0.1;Quality:+0.5;Size:+0.9;Momentum:+0.4;LowVol:+0.1
|
MaxPos5%
| 10
| 35
| 4.7
|
trailing 7%
| 210
| 33.6
|
Sideways
| 14.5
| 4.87
| 2.7
| 140
| -24
| 40
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| 0
|
BrokerA
|
VWAP
| 94
| null | null |
Normal monitoring
| 51
| -9
| 189
| 4
| false
|
Within IPS guidelines
|
P6508
|
Active
|
Taxable
|
USD
|
2024-07-06
| 872,902
| 61,848
| 811,054
| 1
| 54.5
| 23.8
| 15.3
| 6.4
|
AMZN:27.1%;AAPL:27.1%;GLD:18.7%;VNQ:27.1%
|
US:64.5;EU:18.2;APAC:9.6;EM:3.9;Other:3.8
|
Value:+1.0;Growth:-0.4;Quality:-0.3;Size:+0.3;Momentum:-0.7;LowVol:+0.9
|
NoDerivatives
| 6
| 30
| 5.2
|
trailing 8%
| 127
| 21.5
|
Volatile
| 24.6
| 4.98
| 4
| 122
| 47
| 79
| 55
| false
|
Buy
|
Add to core equity +1%
| -5
| 1
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| 38
| 1
| 46
| 3
| false
|
Tighten stops on momentum names
|
P6509
|
Systematic
|
IRA
|
USD
|
2025-06-26
| 1,354,896
| 133,508
| 1,221,388
| 1
| 65.7
| 25.5
| 0.5
| 8.2
|
QQQ:12.7%;VOO:20.5%;BND:20.5%;HYG:13.2%;TLT:20.5%;GLD:12.6%
|
US:71.8;EU:9.4;APAC:8.8;EM:6.3;Other:3.8
|
Value:-0.8;Growth:-1.0;Quality:+0.5;Size:+1.0;Momentum:-0.2;LowVol:+0.8
|
MaxPos7%
| 7
| 30
| 4.7
|
hard 12%
| 161
| 23.5
|
Bear
| 29.5
| 3.09
| 2.3
| 179
| -25
| 25
| 70
| true
|
Rebalance
|
Rebalance back to target bands
| -4
| -18
|
BrokerB
|
VWAP
| 98
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 101
| -11
| 94
| 5
| false
|
Within IPS guidelines
|
P6510
|
Active
|
401k
|
USD
|
2024-07-29
| 1,755,980
| 200,031
| 1,555,949
| 1
| 64.8
| 28.6
| 0
| 6.6
|
HYG:20.8%;TLT:22.2%;VOO:22.1%;BRK.B:12.7%;XLF:22.2%
|
US:68.6;EU:13.7;APAC:8.3;EM:5.2;Other:4.2
|
Value:+0.8;Growth:-0.6;Quality:-0.5;Size:+0.9;Momentum:+0.3;LowVol:-1.0
| null | 5
| 25
| 4.8
|
hard 12%
| 157
| 21.9
|
Bull
| 14.6
| 3.74
| 2.8
| 91
| 111
| 100
| 48
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -1
| -27
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 114
| -10
| 135
| 3
| false
|
Increase defensive factor exposure
|
P6511
|
Active
|
401k
|
USD
|
2025-04-01
| 607,220
| 62,614
| 544,606
| 1
| 60.7
| 27.4
| 2.2
| 9.8
|
VOO:19.9%;QQQ:26.7%;AAPL:26.7%;VNQ:26.7%
|
US:65.1;EU:8.9;APAC:12.5;EM:9.7;Other:3.8
|
Value:-0.2;Growth:+0.8;Quality:-0.8;Size:+0.2;Momentum:+0.2;LowVol:+0.4
|
MaxPos6%
| 5
| 25
| 4.3
|
hard 12%
| 194
| 25.5
|
Sideways
| 22
| 4.45
| 2.1
| 111
| -13
| 34
| 64
| false
|
Sell
|
Trim extended winner -1%
| 25
| 6
|
BrokerA
|
VWAP
| 100
| null | null |
Normal monitoring
| 62
| -38
| 62
| 4
| false
|
Within IPS guidelines
|
P6512
|
Active
|
Roth
|
USD
|
2025-05-17
| 528,586
| 39,677
| 488,909
| 1
| 53.7
| 27.5
| 13.8
| 5
|
HYG:23.9%;MSFT:23.9%;QQQ:14.6%;VTI:13.8%;AAPL:23.9%
|
US:56.1;EU:13.9;APAC:16.1;EM:11.6;Other:2.3
|
Value:+1.0;Growth:+0.7;Quality:-0.2;Size:-0.3;Momentum:+0.5;LowVol:-0.2
|
NoDerivatives
| 8
| 35
| 4.5
|
trailing 9%
| 226
| 24.7
|
Volatile
| 21.7
| 4.41
| 2.5
| 141
| -22
| 49
| 54
| false
|
Sell
|
Trim extended winner -1%
| 26
| -5
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| -19
| -24
| -40
| 4
| false
|
Increase defensive factor exposure
|
P6513
|
Opportunistic
|
IRA
|
USD
|
2025-09-14
| 761,185
| 52,733
| 708,452
| 1
| 64.1
| 16.3
| 13.6
| 6
|
TLT:16.5%;XLF:19.3%;MSFT:20.9%;HYG:21.7%;MUB:21.7%
|
US:60.9;EU:12.2;APAC:13.3;EM:10.5;Other:3.0
|
Value:+0.1;Growth:-0.7;Quality:-0.9;Size:-0.0;Momentum:-0.8;LowVol:-0.9
| null | 5
| 30
| 6.5
|
hard 12%
| 217
| 34.6
|
Bull
| 14.3
| 3.52
| 2.9
| 71
| 102
| 86
| 40
| false
|
NoAction
|
Within bands; monitor
| 32
| 5
|
BrokerA
|
VWAP
| 92
| null | null |
Normal monitoring
| 72
| 3
| 67
| 5
| false
|
Tighten stops on momentum names
|
P6514
|
Active
|
401k
|
USD
|
2025-02-15
| 591,786
| 44,965
| 546,821
| 1
| 50.7
| 28.2
| 14.3
| 6.8
|
AMZN:18.5%;AAPL:23.1%;VOO:12.2%;VNQ:23.1%;TSLA:23.1%
|
US:58.3;EU:17.7;APAC:14.3;EM:7.5;Other:2.3
|
Value:+0.8;Growth:+0.2;Quality:+0.6;Size:+1.0;Momentum:+0.5;LowVol:-0.8
| null | 8
| 25
| 4.1
|
trailing 8%
| 147
| 25.6
|
Volatile
| 21.9
| 4.66
| 3.5
| 147
| 5
| 56
| 60
| false
|
Sell
|
Trim extended winner -1%
| 19
| 12
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 7
| -57
| 26
| 3
| false
|
Monitor dispersion and breadth
|
P6515
|
Opportunistic
|
Roth
|
USD
|
2024-10-14
| 533,118
| 47,116
| 486,002
| 1.19
| 66.8
| 15.8
| 13.2
| 4.1
|
VOO:22.2%;TLT:21.1%;VTI:22.2%;MSFT:21.2%;XLF:13.3%
|
US:64.2;EU:9.8;APAC:9.8;EM:11.6;Other:4.6
|
Value:-0.6;Growth:-0.9;Quality:+0.2;Size:+0.6;Momentum:-0.7;LowVol:-0.3
|
NoDerivatives
| 5
| 25
| 6.8
|
trailing 7%
| 261
| 20.4
|
Bear
| 31.3
| 3.82
| 1.4
| 156
| -56
| 9
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -7
| 2
|
BrokerD
|
LMT
| 91
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 6
| 3
| 21
| 4
| false
|
Increase defensive factor exposure
|
P6516
|
Cautious
|
Taxable
|
USD
|
2025-02-02
| 808,783
| 90,857
| 717,926
| 1
| 44.8
| 36.3
| 7.6
| 11.3
|
XLF:34.3%;MSFT:34.3%;VNQ:31.4%
|
US:65.6;EU:11.5;APAC:15.9;EM:3.8;Other:3.2
|
Value:+0.7;Growth:+0.8;Quality:-0.2;Size:-0.4;Momentum:+0.8;LowVol:-0.5
|
ESGOnly;NoMargin
| 5
| 25
| 5.2
|
trailing 8%
| 144
| 14.3
|
Sideways
| 17.8
| 4.01
| 2
| 112
| -18
| 34
| 32
| false
|
Sell
|
Trim extended winner -1%
| -10
| -33
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 93
| -57
| 221
| 5
| false
|
Within IPS guidelines
|
P6517
|
Active
|
IRA
|
USD
|
2024-09-16
| 761,935
| 72,838
| 689,097
| 1.15
| 53
| 19
| 20.6
| 7.4
|
TSLA:36.3%;VOO:29.9%;AAPL:33.8%
|
US:62.9;EU:14.6;APAC:10.0;EM:9.7;Other:2.8
|
Value:-0.2;Growth:-0.3;Quality:-0.9;Size:-0.3;Momentum:-0.1;LowVol:+0.5
|
MaxPos5%;NoDerivatives
| 6
| 25
| 5.4
|
trailing 9%
| 142
| 18.8
|
Bull
| 16.8
| 4.76
| 3.1
| 114
| 41
| 82
| 36
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 22
| 1
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| -50
| -31
| -4
| 4
| false
|
Tax-aware sells next window
|
P6518
|
Active
|
Roth
|
USD
|
2024-07-16
| 2,084,433
| 209,396
| 1,875,037
| 1
| 50.1
| 24.5
| 16.7
| 8.7
|
IEF:33.3%;AMZN:33.3%;MUB:33.3%
|
US:64.2;EU:17.9;APAC:10.8;EM:3.8;Other:3.3
|
Value:-0.7;Growth:-0.9;Quality:+0.3;Size:+0.9;Momentum:+0.4;LowVol:+0.3
| null | 6
| 35
| 5.5
|
trailing 8%
| 201
| 19.3
|
Bull
| 12.5
| 3.52
| 3
| 97
| 97
| 100
| 25
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -20
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 12
| -15
| 81
| 3
| false
|
Within IPS guidelines
|
P6519
|
Systematic
|
401k
|
USD
|
2025-12-15
| 456,089
| 29,440
| 426,649
| 1
| 67.7
| 24.6
| 1.2
| 6.5
|
TLT:22.5%;TSLA:24.1%;AMZN:13.2%;AAPL:24.1%;QQQ:16.1%
|
US:67.6;EU:12.4;APAC:13.5;EM:2.8;Other:3.7
|
Value:-0.8;Growth:+0.7;Quality:+1.0;Size:-0.8;Momentum:-0.7;LowVol:-1.0
|
MaxPos5%;NoDerivatives
| 10
| 35
| 4.4
|
trailing 9%
| 227
| 23.2
|
Bull
| 16.6
| 4.67
| 2.8
| 76
| 111
| 100
| 55
| false
|
Buy
|
Add to core equity +1%
| 12
| -4
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| 46
| -3
| 96
| 5
| false
|
Increase defensive factor exposure
|
P6520
|
Active
|
Taxable
|
USD
|
2025-01-20
| 794,318
| 68,343
| 725,975
| 1.22
| 53
| 26.7
| 12.7
| 7.7
|
TLT:19.3%;BND:10.1%;XLF:19.9%;TSLA:20.1%;MUB:12.7%;GLD:17.9%
|
US:68.4;EU:10.9;APAC:10.3;EM:8.7;Other:1.8
|
Value:-0.3;Growth:+0.1;Quality:-0.2;Size:-0.5;Momentum:-0.6;LowVol:+0.7
|
MaxPos6%
| 6
| 25
| 4.9
|
trailing 9%
| 170
| 16.7
|
Bull
| 14.8
| 4.03
| 3.4
| 94
| 93
| 87
| 34
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 33
| -22
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 106
| 0
| 204
| 4
| false
|
Tax-aware sells next window
|
P6521
|
Hands-off
|
Roth
|
USD
|
2025-08-26
| 262,422
| 20,037
| 242,385
| 1
| 64.4
| 18.1
| 11.3
| 6.2
|
VNQ:13.0%;IEF:20.8%;VOO:20.8%;TLT:20.8%;AMZN:16.7%;TSLA:8.0%
|
US:66.6;EU:10.4;APAC:13.4;EM:8.6;Other:1.0
|
Value:+0.5;Growth:-0.9;Quality:+0.4;Size:+0.2;Momentum:+0.9;LowVol:-0.1
|
MaxPos5%
| 6
| 25
| 5.3
|
trailing 10%
| 135
| 12
|
Volatile
| 27.6
| 4.48
| 3.3
| 123
| 63
| 78
| 70
| false
|
NoAction
|
Within bands; monitor
| 15
| -3
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| 1
| -13
| 42
| 5
| false
|
Within IPS guidelines
|
P6522
|
Active
|
Trust
|
USD
|
2024-08-30
| 674,182
| 63,194
| 610,988
| 1
| 58.6
| 25.2
| 6.7
| 9.5
|
XLF:29.4%;VNQ:35.3%;AAPL:35.3%
|
US:80.3;EU:6.8;APAC:8.4;EM:4.1;Other:0.5
|
Value:-0.9;Growth:+0.5;Quality:-0.4;Size:-0.9;Momentum:-1.0;LowVol:-0.5
|
MaxPos5%
| 5
| 35
| 5.5
|
trailing 9%
| 163
| 24
|
Sideways
| 14.8
| 4.88
| 2.5
| 130
| 43
| 79
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| -37
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| 42
| -3
| 28
| 4
| false
|
Tighten stops on momentum names
|
P6523
|
Cautious
|
IRA
|
USD
|
2024-09-03
| 260,226
| 23,953
| 236,273
| 1
| 50.1
| 38.7
| 0
| 11.2
|
VTI:21.4%;TLT:21.4%;MUB:6.7%;TSLA:21.4%;QQQ:21.4%;XLF:7.5%
|
US:73.1;EU:8.0;APAC:8.2;EM:6.4;Other:4.3
|
Value:-0.7;Growth:-0.8;Quality:+0.4;Size:-0.1;Momentum:-0.3;LowVol:-0.3
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 35
| 3.1
|
trailing 8%
| 109
| 13.6
|
Volatile
| 27.2
| 4.62
| 3.1
| 167
| -40
| 27
| 61
| false
|
NoAction
|
Within bands; monitor
| -11
| 14
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 77
| -40
| 162
| 4
| false
|
Increase defensive factor exposure
|
P6524
|
Opportunistic
|
IRA
|
USD
|
2024-09-27
| 1,467,342
| 82,511
| 1,384,831
| 1.14
| 63.3
| 12.9
| 19
| 4.9
|
IEF:14.7%;HYG:24.2%;BND:18.8%;QQQ:18.1%;TSLA:24.2%
|
US:66.7;EU:13.2;APAC:11.1;EM:4.0;Other:5.1
|
Value:-0.0;Growth:-0.2;Quality:-0.8;Size:-0.2;Momentum:+0.3;LowVol:+0.3
| null | 6
| 30
| 4.5
|
trailing 9%
| 200
| 32.4
|
Bull
| 15.5
| 4.44
| 3.5
| 102
| 110
| 100
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -22
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 78
| 19
| 164
| 3
| false
|
Tighten stops on momentum names
|
P6525
|
Hands-off
|
401k
|
USD
|
2024-09-12
| 211,926
| 13,265
| 198,661
| 1
| 61.4
| 18.7
| 13.2
| 6.6
|
AMZN:7.2%;BND:21.5%;GLD:15.0%;TLT:21.5%;TSLA:16.8%;HYG:18.0%
|
US:70.9;EU:10.3;APAC:8.5;EM:9.1;Other:1.1
|
Value:+0.7;Growth:-0.3;Quality:-0.4;Size:+1.0;Momentum:+0.2;LowVol:-0.5
| null | 5
| 25
| 3.4
|
trailing 10%
| 154
| 17
|
Bear
| 33.4
| 3.54
| 1.9
| 148
| 6
| 45
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| -2
| -28
|
BrokerC
|
LMT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 106
| -1
| 122
| 4
| false
|
Tax-aware sells next window
|
P6526
|
Opportunistic
|
401k
|
USD
|
2025-08-03
| 1,596,059
| 93,921
| 1,502,138
| 1
| 70.2
| 20.4
| 3.2
| 6.2
|
TLT:27.3%;BND:27.3%;TSLA:18.2%;VOO:27.3%
|
US:79.0;EU:5.6;APAC:9.7;EM:4.8;Other:1.0
|
Value:+0.9;Growth:-0.9;Quality:-0.9;Size:-0.6;Momentum:+0.7;LowVol:+1.0
|
MaxPos5%
| 10
| 25
| 6.5
|
trailing 7%
| 179
| 26.4
|
Bear
| 34.8
| 4.32
| 2.2
| 166
| -41
| 21
| 88
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 27
| 12
|
BrokerA
|
LMT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -18
| -57
| -19
| 5
| false
|
Monitor dispersion and breadth
|
P6527
|
Opportunistic
|
401k
|
USD
|
2025-05-13
| 1,220,698
| 55,183
| 1,165,515
| 1.09
| 62.5
| 11.5
| 21.5
| 4.5
|
AMZN:23.5%;MSFT:23.5%;BRK.B:23.5%;BND:10.5%;VNQ:8.6%;VTI:10.5%
|
US:74.3;EU:5.1;APAC:8.1;EM:11.2;Other:1.3
|
Value:-0.1;Growth:0.0;Quality:+0.5;Size:-0.5;Momentum:-0.5;LowVol:+0.8
| null | 6
| 30
| 5.9
|
trailing 7%
| 215
| 20.1
|
Sideways
| 15.4
| 4.01
| 3.2
| 124
| 37
| 61
| 44
| false
|
Sell
|
Trim extended winner -1%
| -8
| -13
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| 45
| -53
| 130
| 4
| false
|
Monitor dispersion and breadth
|
P6528
|
Opportunistic
|
IRA
|
USD
|
2025-10-29
| 519,836
| 42,240
| 477,596
| 1
| 66.7
| 12.2
| 17.1
| 4
|
VNQ:9.2%;QQQ:17.2%;AMZN:18.7%;MSFT:20.8%;BND:13.6%;AAPL:20.5%
|
US:65.6;EU:9.2;APAC:13.6;EM:10.3;Other:1.3
|
Value:-0.3;Growth:-0.8;Quality:+0.6;Size:+0.3;Momentum:-0.5;LowVol:-0.0
| null | 5
| 25
| 4.7
|
trailing 7%
| 218
| 26.6
|
Bull
| 13.6
| 4.22
| 3.3
| 118
| 50
| 89
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -11
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 80
| -7
| 70
| 3
| false
|
Tighten stops on momentum names
|
P6529
|
Hands-off
|
401k
|
USD
|
2025-03-31
| 312,379
| 25,518
| 286,861
| 1
| 69.8
| 25.4
| 0
| 4.7
|
IEF:21.7%;BRK.B:10.0%;VTI:12.3%;AMZN:21.7%;QQQ:21.7%;GLD:12.5%
|
US:59.4;EU:16.6;APAC:14.9;EM:4.9;Other:4.1
|
Value:+0.9;Growth:+0.6;Quality:-0.5;Size:+0.1;Momentum:-0.9;LowVol:0.0
| null | 10
| 35
| 4.3
|
trailing 8%
| 133
| 19.9
|
Sideways
| 18.3
| 3.77
| 3.4
| 95
| 10
| 54
| 58
| false
|
Buy
|
Add to core equity +1%
| -5
| 0
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 35
| 8
| 76
| 5
| false
|
Within IPS guidelines
|
P6530
|
Hands-off
|
401k
|
USD
|
2025-03-28
| 370,853
| 18,731
| 352,122
| 1
| 66.3
| 20.4
| 4.4
| 8.9
|
HYG:34.5%;AMZN:31.1%;GLD:34.5%
|
US:68.8;EU:13.8;APAC:6.2;EM:7.1;Other:4.0
|
Value:-0.7;Growth:+0.9;Quality:+0.7;Size:+0.7;Momentum:-1.0;LowVol:-0.2
|
MaxPos6%
| 8
| 25
| 3.2
|
trailing 10%
| 92
| 18.8
|
Volatile
| 30.1
| 5.48
| 2.9
| 145
| -12
| 53
| 88
| true
|
Hedge
|
Buy index puts 1% notional
| 31
| -22
|
BrokerD
|
LMT
| 87
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 72
| -51
| 187
| 4
| false
|
Increase defensive factor exposure
|
P6531
|
Hands-off
|
401k
|
USD
|
2024-09-30
| 629,074
| 62,050
| 567,024
| 1
| 70.9
| 20.3
| 0
| 8.8
|
MSFT:27.5%;VNQ:27.5%;QQQ:27.5%;BRK.B:17.6%
|
US:65.0;EU:10.9;APAC:13.3;EM:7.1;Other:3.7
|
Value:-0.6;Growth:+0.2;Quality:+0.3;Size:-0.0;Momentum:-1.0;LowVol:-0.4
|
ESGOnly;MaxPos7%
| 7
| 35
| 4.2
|
trailing 8%
| 111
| 18.3
|
Bear
| 24.3
| 3.04
| 2.6
| 137
| -112
| 5
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 28
| 5
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 114
| -9
| 198
| 4
| false
|
Within IPS guidelines
|
P6532
|
Systematic
|
Roth
|
USD
|
2025-02-14
| 1,053,689
| 55,701
| 997,988
| 1
| 56.7
| 31.4
| 5.1
| 6.8
|
BRK.B:15.0%;TLT:13.6%;MUB:20.9%;VNQ:15.0%;IEF:20.9%;VTI:14.6%
|
US:73.3;EU:9.0;APAC:8.4;EM:6.8;Other:2.5
|
Value:-0.3;Growth:+0.7;Quality:-0.4;Size:-0.9;Momentum:+0.8;LowVol:-0.4
| null | 10
| 30
| 4.3
|
trailing 8%
| 176
| 22.1
|
Bull
| 12.1
| 3.69
| 2.1
| 87
| 30
| 56
| 30
| true
|
Hedge
|
Buy index puts 1% notional
| 23
| -28
|
BrokerC
|
LMT
| 99
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 116
| -54
| 225
| 4
| true
|
Tax-aware sells next window
|
P6533
|
Systematic
|
Taxable
|
USD
|
2024-11-25
| 1,410,748
| 93,591
| 1,317,157
| 1
| 64.4
| 30.2
| 0
| 5.4
|
BRK.B:33.3%;AAPL:33.3%;VTI:33.3%
|
US:55.3;EU:16.1;APAC:13.9;EM:11.1;Other:3.6
|
Value:-0.9;Growth:-0.9;Quality:-1.0;Size:+0.5;Momentum:-0.4;LowVol:+0.1
|
MaxPos7%
| 7
| 25
| 4.3
|
trailing 9%
| 144
| 16.9
|
Sideways
| 14.9
| 3.56
| 2.1
| 90
| 55
| 83
| 49
| false
|
Sell
|
Trim extended winner -1%
| -15
| -14
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 69
| -18
| 125
| 5
| false
|
Increase defensive factor exposure
|
P6534
|
Active
|
401k
|
USD
|
2024-08-11
| 545,107
| 52,894
| 492,213
| 1
| 50.5
| 24.1
| 19
| 6.4
|
AMZN:33.3%;QQQ:33.3%;TLT:33.3%
|
US:63.8;EU:14.9;APAC:8.0;EM:8.8;Other:4.5
|
Value:-0.5;Growth:-0.7;Quality:-0.5;Size:+0.5;Momentum:-0.1;LowVol:-1.0
| null | 7
| 35
| 4.3
|
trailing 8%
| 174
| 22.5
|
Bear
| 22.5
| 3.51
| 1.3
| 152
| -42
| 35
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| 6
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 40
| -44
| 22
| 5
| false
|
Within IPS guidelines
|
P6535
|
Cautious
|
Taxable
|
USD
|
2025-08-21
| 167,570
| 23,640
| 143,930
| 1
| 41.7
| 40.4
| 7
| 11
|
QQQ:11.5%;VOO:22.1%;MUB:22.1%;TLT:8.5%;VNQ:13.9%;GLD:22.1%
|
US:80.9;EU:5.8;APAC:9.1;EM:4.2;Other:0.1
|
Value:-0.6;Growth:-0.9;Quality:+0.1;Size:+0.3;Momentum:+0.1;LowVol:+1.0
|
NoMargin
| 10
| 25
| 3.7
|
trailing 10%
| 157
| 17.7
|
Sideways
| 17.8
| 3.95
| 2.4
| 114
| 1
| 52
| 38
| false
|
Sell
|
Trim extended winner -1%
| 25
| -9
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| 96
| 0
| 173
| 3
| false
|
Tax-aware sells next window
|
P6536
|
Systematic
|
Roth
|
USD
|
2024-08-20
| 1,089,219
| 47,571
| 1,041,648
| 1
| 63.6
| 31.4
| 0
| 5
|
BND:18.3%;GLD:8.2%;HYG:20.5%;VNQ:20.5%;AMZN:16.3%;VOO:16.1%
|
US:71.5;EU:11.4;APAC:7.6;EM:8.4;Other:1.1
|
Value:-0.4;Growth:-1.0;Quality:+0.1;Size:+0.5;Momentum:-0.0;LowVol:+0.2
| null | 6
| 30
| 5
|
trailing 9%
| 211
| 19.9
|
Bull
| 13.6
| 4.37
| 2.3
| 97
| 86
| 100
| 49
| true
|
Rebalance
|
Rebalance back to target bands
| -4
| 10
|
BrokerC
|
LMT
| 99
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 62
| -20
| 120
| 4
| false
|
Tighten stops on momentum names
|
P6537
|
Hands-off
|
401k
|
USD
|
2024-10-24
| 551,506
| 25,841
| 525,665
| 1
| 69.1
| 23.3
| 0
| 7.5
|
XLF:9.2%;BND:19.8%;GLD:18.7%;TSLA:21.3%;TLT:9.6%;AMZN:21.3%
|
US:61.2;EU:10.2;APAC:13.8;EM:10.6;Other:4.2
|
Value:+0.6;Growth:+0.9;Quality:+0.6;Size:+0.2;Momentum:-0.6;LowVol:-0.5
|
ESGOnly;MaxPos7%
| 10
| 30
| 5.2
|
trailing 10%
| 129
| 19.1
|
Bull
| 12.7
| 4.04
| 3.1
| 70
| 49
| 64
| 44
| false
|
Sell
|
Trim extended winner -1%
| 27
| 6
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| -30
| -51
| 36
| 3
| false
|
Within IPS guidelines
|
P6538
|
Systematic
|
IRA
|
USD
|
2025-12-11
| 1,961,240
| 180,208
| 1,781,032
| 1
| 60.4
| 32.3
| 0
| 7.3
|
VTI:14.8%;GLD:9.0%;IEF:18.0%;BND:21.5%;QQQ:15.1%;MUB:21.5%
|
US:67.0;EU:5.9;APAC:13.8;EM:10.4;Other:3.0
|
Value:+0.8;Growth:0.0;Quality:+0.7;Size:+0.8;Momentum:-0.3;LowVol:+0.7
| null | 8
| 35
| 5.8
|
trailing 9%
| 220
| 17.4
|
Volatile
| 28.9
| 4.24
| 4.1
| 148
| -44
| 24
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -3
|
BrokerC
|
MKT
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -4
| -32
| 119
| 5
| true
|
Within IPS guidelines
|
P6539
|
Cautious
|
Taxable
|
USD
|
2025-09-09
| 757,045
| 80,242
| 676,803
| 1
| 38.9
| 35.8
| 11.8
| 13.5
|
TLT:28.0%;VOO:16.1%;VNQ:28.0%;HYG:28.0%
|
US:65.3;EU:14.8;APAC:10.3;EM:5.0;Other:4.6
|
Value:+0.7;Growth:+0.5;Quality:-0.2;Size:-0.4;Momentum:+0.5;LowVol:-0.2
|
ESGOnly;MaxPos7%;NoMargin
| 7
| 30
| 5.6
|
trailing 8%
| 150
| 14.8
|
Volatile
| 28.4
| 4.95
| 3.7
| 154
| -35
| 37
| 53
| false
|
NoAction
|
Within bands; monitor
| 33
| -27
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -12
| 11
| -13
| 4
| false
|
Tax-aware sells next window
|
P6540
|
Cautious
|
Roth
|
USD
|
2025-11-13
| 864,416
| 116,423
| 747,993
| 1
| 48.1
| 32.6
| 4.6
| 14.7
|
TLT:33.3%;BRK.B:33.3%;VTI:33.3%
|
US:70.1;EU:12.4;APAC:5.5;EM:8.8;Other:3.2
|
Value:-0.9;Growth:+0.2;Quality:-0.9;Size:0.0;Momentum:+0.2;LowVol:+0.4
|
MaxPos5%;NoMargin
| 10
| 35
| 3
|
hard 10%
| 129
| 13.7
|
Sideways
| 20.9
| 4.11
| 2.9
| 104
| 31
| 72
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -36
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| 3
| 14
| 19
| 3
| false
|
Within IPS guidelines
|
P6541
|
Systematic
|
Roth
|
USD
|
2024-08-02
| 1,070,101
| 92,970
| 977,131
| 1
| 60.3
| 31
| 0
| 8.7
|
VNQ:14.5%;AMZN:23.3%;BND:23.3%;TSLA:23.3%;XLF:15.7%
|
US:66.8;EU:15.6;APAC:8.7;EM:8.1;Other:0.8
|
Value:-0.8;Growth:-0.0;Quality:+0.9;Size:-0.9;Momentum:-0.7;LowVol:+1.0
| null | 5
| 25
| 4.9
|
trailing 8%
| 199
| 20
|
Bull
| 11.4
| 4.44
| 2.1
| 111
| 64
| 87
| 31
| false
|
Buy
|
Add to core equity +1%
| 27
| -39
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 19
| 18
| 102
| 5
| false
|
Monitor dispersion and breadth
|
P6542
|
Cautious
|
IRA
|
USD
|
2025-07-26
| 860,793
| 97,790
| 763,003
| 1
| 38.8
| 43.4
| 1.6
| 16.3
|
VNQ:17.4%;QQQ:12.7%;XLF:20.5%;TLT:14.1%;BRK.B:20.5%;MSFT:14.7%
|
US:62.6;EU:15.4;APAC:12.3;EM:9.3;Other:0.4
|
Value:+0.9;Growth:-0.6;Quality:+0.5;Size:+0.1;Momentum:+0.2;LowVol:-0.0
|
ESGOnly;NoMargin
| 5
| 35
| 3
|
trailing 8%
| 127
| 19.7
|
Volatile
| 28.6
| 4.47
| 2.3
| 172
| 72
| 94
| 63
| false
|
Buy
|
Add to core equity +1%
| 21
| -36
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| -30
| -46
| -17
| 4
| false
|
Increase defensive factor exposure
|
P6543
|
Active
|
Roth
|
USD
|
2024-08-14
| 1,974,701
| 169,905
| 1,804,796
| 1
| 67.6
| 26.4
| 0
| 6
|
QQQ:23.7%;TSLA:21.9%;BRK.B:13.8%;GLD:17.0%;VNQ:23.7%
|
US:67.4;EU:13.4;APAC:10.2;EM:6.5;Other:2.4
|
Value:-0.9;Growth:+0.7;Quality:-0.0;Size:-0.6;Momentum:+0.9;LowVol:-0.3
|
MaxPos7%
| 10
| 35
| 4.2
|
trailing 8%
| 217
| 18.8
|
Volatile
| 25.3
| 4.54
| 4.2
| 127
| -19
| 55
| 62
| false
|
NoAction
|
Within bands; monitor
| 25
| 4
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 113
| -21
| 118
| 3
| false
|
Within IPS guidelines
|
P6544
|
Opportunistic
|
Taxable
|
USD
|
2024-07-04
| 1,463,909
| 104,573
| 1,359,336
| 1
| 76.3
| 15.7
| 0
| 8
|
AMZN:21.4%;MUB:9.9%;AAPL:12.6%;VTI:21.4%;IEF:21.4%;TLT:13.2%
|
US:71.2;EU:6.3;APAC:13.4;EM:5.1;Other:3.9
|
Value:-0.7;Growth:-0.9;Quality:+0.6;Size:+0.5;Momentum:-0.4;LowVol:-0.5
|
NoDerivatives
| 6
| 30
| 6.9
|
hard 12%
| 176
| 33.4
|
Sideways
| 15
| 3.53
| 3.4
| 138
| 37
| 60
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -11
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| 46
| 13
| 85
| 3
| false
|
Monitor dispersion and breadth
|
P6545
|
Active
|
401k
|
USD
|
2024-12-31
| 1,821,598
| 186,530
| 1,635,068
| 1
| 63.2
| 28.6
| 0
| 8.2
|
AAPL:17.5%;HYG:27.5%;AMZN:27.5%;TSLA:27.5%
|
US:54.5;EU:15.4;APAC:15.7;EM:9.3;Other:5.1
|
Value:+0.2;Growth:+0.6;Quality:-0.9;Size:+1.0;Momentum:-0.6;LowVol:-0.9
|
MaxPos8%
| 6
| 30
| 5.7
|
trailing 8%
| 142
| 19.6
|
Bull
| 15.3
| 4.76
| 3.2
| 100
| 83
| 76
| 38
| false
|
Sell
|
Trim extended winner -1%
| 17
| -8
|
BrokerC
|
VWAP
| 87
| null | null |
Normal monitoring
| 24
| -41
| 154
| 5
| false
|
Monitor dispersion and breadth
|
P6546
|
Active
|
401k
|
USD
|
2025-02-16
| 2,471,969
| 238,561
| 2,233,408
| 1
| 68.5
| 23.7
| 1.4
| 6.4
|
TLT:23.8%;HYG:25.4%;IEF:25.4%;VTI:25.4%
|
US:63.7;EU:10.6;APAC:14.4;EM:6.7;Other:4.6
|
Value:-0.5;Growth:+0.5;Quality:-0.5;Size:+1.0;Momentum:-0.9;LowVol:+0.5
| null | 8
| 30
| 5.3
|
trailing 9%
| 219
| 22.7
|
Volatile
| 29.3
| 5.43
| 4.4
| 157
| -28
| 48
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| -30
|
BrokerA
|
MKT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 54
| -32
| 32
| 2
| false
|
Tighten stops on momentum names
|
P6547
|
Cautious
|
401k
|
USD
|
2024-11-06
| 262,757
| 22,909
| 239,848
| 1
| 40.9
| 36.2
| 5.4
| 17.5
|
VTI:21.3%;VNQ:11.6%;TLT:22.4%;QQQ:11.6%;IEF:10.7%;HYG:22.4%
|
US:73.3;EU:6.0;APAC:9.7;EM:6.8;Other:4.2
|
Value:-0.1;Growth:+0.8;Quality:-0.7;Size:-0.3;Momentum:-0.7;LowVol:-0.6
|
MaxPos6%;NoMargin
| 6
| 35
| 3.9
|
trailing 8%
| 123
| 14.9
|
Sideways
| 14.7
| 3.81
| 2.2
| 135
| 32
| 60
| 36
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| -21
|
BrokerC
|
LMT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -7
| -27
| -44
| 5
| false
|
Tighten stops on momentum names
|
P6548
|
Opportunistic
|
Roth
|
USD
|
2025-09-30
| 1,750,444
| 126,118
| 1,624,326
| 1
| 65.3
| 15.7
| 14.4
| 4.6
|
AMZN:20.6%;MSFT:15.2%;TSLA:19.2%;QQQ:7.2%;VOO:17.2%;VNQ:20.7%
|
US:58.6;EU:18.0;APAC:11.2;EM:10.8;Other:1.4
|
Value:-0.4;Growth:+0.2;Quality:+0.9;Size:+0.6;Momentum:+0.2;LowVol:-0.6
|
NoDerivatives
| 8
| 30
| 5.1
|
trailing 7%
| 218
| 34
|
Volatile
| 31.5
| 5.3
| 3.3
| 180
| 52
| 85
| 90
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| -19
|
BrokerC
|
LMT
| 100
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 8
| 13
| -15
| 5
| false
|
Within IPS guidelines
|
P6549
|
Opportunistic
|
IRA
|
USD
|
2025-08-26
| 1,772,071
| 135,899
| 1,636,172
| 1.18
| 65.6
| 10.9
| 15.7
| 7.8
|
TSLA:20.9%;QQQ:20.9%;XLF:7.6%;HYG:19.2%;BRK.B:11.3%;VNQ:20.1%
|
US:60.9;EU:11.8;APAC:14.2;EM:9.9;Other:3.3
|
Value:+1.0;Growth:-0.2;Quality:+0.8;Size:+0.8;Momentum:+0.4;LowVol:+0.3
|
NoDerivatives
| 10
| 30
| 4.8
|
trailing 7%
| 211
| 26.6
|
Sideways
| 14.8
| 4.58
| 2
| 97
| 51
| 70
| 43
| false
|
Buy
|
Add to core equity +1%
| -11
| 10
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| -42
| -53
| -42
| 4
| false
|
Monitor dispersion and breadth
|
P6550
|
Cautious
|
401k
|
USD
|
2025-07-25
| 852,998
| 131,184
| 721,814
| 1
| 39.6
| 36.8
| 5.8
| 17.8
|
TSLA:13.5%;MUB:21.5%;BND:21.5%;MSFT:21.3%;VNQ:10.5%;AAPL:11.7%
|
US:57.0;EU:16.8;APAC:14.7;EM:7.7;Other:3.9
|
Value:+0.3;Growth:-0.5;Quality:-0.0;Size:-0.9;Momentum:-0.2;LowVol:0.0
|
NoDerivatives;NoMargin
| 5
| 25
| 5
|
trailing 8%
| 157
| 17.2
|
Sideways
| 18.3
| 4.66
| 2.9
| 117
| 9
| 56
| 46
| false
|
Buy
|
Add to core equity +1%
| 18
| -30
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| 109
| -36
| 171
| 5
| false
|
Increase defensive factor exposure
|
P6551
|
Cautious
|
IRA
|
USD
|
2025-10-02
| 844,056
| 108,046
| 736,010
| 1
| 39.4
| 34.5
| 9.1
| 17
|
HYG:33.3%;MUB:33.3%;VOO:33.3%
|
US:75.2;EU:7.7;APAC:6.4;EM:6.1;Other:4.5
|
Value:-0.8;Growth:-0.0;Quality:+0.5;Size:-0.2;Momentum:+0.7;LowVol:+0.7
|
NoMargin
| 8
| 35
| 4.5
|
trailing 10%
| 166
| 13.7
|
Sideways
| 20.3
| 4.16
| 2.5
| 133
| -20
| 44
| 40
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -1
| -11
|
BrokerC
|
LMT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 68
| -40
| 95
| 2
| false
|
Increase defensive factor exposure
|
P6552
|
Active
|
Roth
|
USD
|
2024-08-23
| 1,714,077
| 117,455
| 1,596,622
| 1
| 65
| 30.1
| 0
| 4.9
|
TLT:13.1%;MUB:20.0%;VOO:15.8%;XLF:15.9%;QQQ:19.8%;TSLA:15.4%
|
US:64.6;EU:15.6;APAC:10.8;EM:8.0;Other:0.9
|
Value:+0.4;Growth:-0.1;Quality:-0.4;Size:+0.2;Momentum:-0.9;LowVol:+0.9
| null | 6
| 30
| 4.9
|
trailing 8%
| 177
| 25.6
|
Sideways
| 14.2
| 4.81
| 2.4
| 132
| 46
| 58
| 39
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 5
| -17
|
BrokerA
|
MKT
| 95
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 21
| -39
| 38
| 2
| false
|
Tighten stops on momentum names
|
P6553
|
Active
|
Taxable
|
USD
|
2025-03-17
| 1,443,069
| 137,282
| 1,305,787
| 1
| 50.1
| 28
| 15.3
| 6.6
|
MSFT:29.2%;AMZN:35.4%;HYG:35.4%
|
US:82.1;EU:5.4;APAC:5.8;EM:4.5;Other:2.3
|
Value:-0.1;Growth:-0.1;Quality:-0.2;Size:+0.8;Momentum:+0.4;LowVol:+0.5
| null | 8
| 35
| 5.7
|
trailing 8%
| 226
| 27.6
|
Bull
| 12.6
| 4.1
| 2.1
| 119
| 21
| 65
| 27
| false
|
NoAction
|
Within bands; monitor
| 33
| 5
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 68
| -49
| 131
| 4
| false
|
Within IPS guidelines
|
P6554
|
Opportunistic
|
Roth
|
USD
|
2025-08-09
| 1,634,512
| 91,120
| 1,543,392
| 1
| 66.9
| 21.3
| 7.5
| 4.3
|
TSLA:26.5%;VOO:25.0%;XLF:26.5%;TLT:22.1%
|
US:70.1;EU:5.6;APAC:10.7;EM:8.9;Other:4.7
|
Value:-0.8;Growth:+0.2;Quality:+0.3;Size:+0.4;Momentum:-0.2;LowVol:+0.7
|
MaxPos6%
| 8
| 35
| 5.6
|
hard 12%
| 211
| 26.5
|
Bull
| 13.5
| 4.54
| 3.3
| 96
| 26
| 70
| 52
| false
|
NoAction
|
Within bands; monitor
| 33
| 8
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 69
| 0
| 159
| 4
| false
|
Monitor dispersion and breadth
|
P6555
|
Systematic
|
IRA
|
USD
|
2025-04-09
| 680,681
| 35,916
| 644,765
| 1
| 59.1
| 28
| 2.8
| 10
|
AAPL:14.4%;MSFT:14.2%;QQQ:21.6%;VTI:19.4%;IEF:21.6%;HYG:8.8%
|
US:64.4;EU:20.3;APAC:6.2;EM:5.0;Other:4.1
|
Value:-0.6;Growth:-0.4;Quality:-0.9;Size:+0.3;Momentum:-0.6;LowVol:-0.1
|
MaxPos5%
| 6
| 25
| 5
|
hard 12%
| 125
| 19.7
|
Sideways
| 20.7
| 3.97
| 2.5
| 117
| -28
| 35
| 55
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 14
| 8
|
BrokerD
|
LMT
| 97
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -54
| -2
| -19
| 3
| false
|
Monitor dispersion and breadth
|
P6556
|
Cautious
|
IRA
|
USD
|
2025-12-25
| 210,714
| 19,185
| 191,529
| 1
| 45.7
| 34.3
| 6.7
| 13.3
|
BRK.B:18.0%;GLD:24.0%;IEF:10.0%;VOO:24.0%;MSFT:24.0%
|
US:62.2;EU:17.1;APAC:10.7;EM:9.4;Other:0.6
|
Value:+0.3;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:+0.8;LowVol:+0.2
|
NoDerivatives;NoMargin
| 7
| 25
| 5.6
|
hard 10%
| 108
| 15.4
|
Bull
| 17.1
| 4.13
| 2.4
| 80
| 15
| 46
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| 5
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| -9
| -49
| -33
| 5
| false
|
Tighten stops on momentum names
|
P6557
|
Cautious
|
401k
|
USD
|
2025-11-30
| 421,946
| 44,275
| 377,671
| 1
| 46
| 33.2
| 5.7
| 15.2
|
AMZN:18.5%;VNQ:13.2%;VTI:12.2%;MSFT:23.3%;BRK.B:9.4%;MUB:23.3%
|
US:73.6;EU:8.6;APAC:6.3;EM:8.5;Other:3.0
|
Value:-0.2;Growth:+0.2;Quality:+0.1;Size:+0.9;Momentum:-0.0;LowVol:-0.5
|
ESGOnly;MaxPos5%;NoMargin
| 8
| 30
| 3.4
|
trailing 10%
| 133
| 15.9
|
Sideways
| 16.5
| 3.7
| 3.5
| 111
| 28
| 74
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -9
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| 45
| -52
| 101
| 5
| false
|
Tighten stops on momentum names
|
P6558
|
Cautious
|
IRA
|
USD
|
2025-06-15
| 681,101
| 55,225
| 625,876
| 1
| 44.1
| 42
| 3.7
| 10.2
|
BND:25.7%;XLF:25.7%;VNQ:25.7%;MSFT:22.9%
|
US:74.7;EU:6.5;APAC:8.9;EM:8.6;Other:1.3
|
Value:+0.6;Growth:-0.3;Quality:-0.7;Size:-0.5;Momentum:+0.7;LowVol:+0.3
|
NoMargin
| 8
| 25
| 4.6
|
trailing 8%
| 138
| 16.9
|
Bull
| 14.2
| 4.25
| 3.4
| 90
| 30
| 75
| 26
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -25
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| -10
| 18
| -28
| 5
| false
|
Monitor dispersion and breadth
|
P6559
|
Cautious
|
IRA
|
USD
|
2025-08-07
| 623,281
| 86,085
| 537,196
| 1
| 39.7
| 31.8
| 13.2
| 15.3
|
VNQ:20.1%;XLF:11.5%;AMZN:19.5%;TLT:12.1%;AAPL:20.5%;BRK.B:16.3%
|
US:65.8;EU:7.9;APAC:13.5;EM:8.2;Other:4.6
|
Value:-1.0;Growth:-0.0;Quality:-0.5;Size:-0.3;Momentum:-0.7;LowVol:+0.6
|
MaxPos5%;NoMargin
| 6
| 35
| 5.9
|
trailing 8%
| 112
| 17
|
Bull
| 11.8
| 4.29
| 3.3
| 73
| 63
| 72
| 21
| false
|
Buy
|
Add to core equity +1%
| -13
| -24
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| -23
| -58
| -2
| 3
| false
|
Within IPS guidelines
|
P6560
|
Active
|
Roth
|
USD
|
2024-11-30
| 1,661,582
| 130,540
| 1,531,042
| 1
| 61.3
| 25
| 6
| 7.7
|
MUB:14.9%;MSFT:20.9%;GLD:14.4%;VTI:9.0%;QQQ:21.1%;BND:19.7%
|
US:62.9;EU:14.9;APAC:13.6;EM:6.6;Other:2.0
|
Value:+0.5;Growth:+0.7;Quality:-0.2;Size:-0.7;Momentum:-0.1;LowVol:+0.5
| null | 7
| 35
| 5.4
|
trailing 8%
| 173
| 26.6
|
Bear
| 31.7
| 3.47
| 1.4
| 180
| 7
| 51
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 3
| -5
|
BrokerD
|
MKT
| 94
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 15
| -27
| 29
| 3
| false
|
Monitor dispersion and breadth
|
P6561
|
Hands-off
|
IRA
|
USD
|
2025-09-13
| 205,507
| 19,158
| 186,349
| 1
| 70.6
| 22.9
| 0
| 6.5
|
BRK.B:17.4%;TLT:27.5%;QQQ:27.5%;MUB:27.5%
|
US:60.2;EU:16.9;APAC:10.0;EM:10.1;Other:2.9
|
Value:+0.8;Growth:-0.6;Quality:-0.0;Size:-0.6;Momentum:0.0;LowVol:-0.2
|
ESGOnly;NoDerivatives
| 10
| 25
| 5.4
|
trailing 8%
| 125
| 17.6
|
Sideways
| 15
| 3.66
| 2.1
| 109
| 57
| 86
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| 14
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 11
| -32
| 14
| 4
| false
|
Tax-aware sells next window
|
P6562
|
Active
|
Roth
|
USD
|
2024-08-27
| 806,645
| 85,978
| 720,667
| 1.17
| 59.5
| 30.9
| 1.9
| 7.7
|
VTI:24.8%;GLD:26.7%;TLT:21.9%;AMZN:26.7%
|
US:74.5;EU:11.1;APAC:9.7;EM:4.5;Other:0.2
|
Value:-0.4;Growth:-0.7;Quality:-0.4;Size:+0.6;Momentum:-0.7;LowVol:+0.7
| null | 7
| 35
| 5
|
trailing 9%
| 120
| 22
|
Bull
| 12.8
| 4.49
| 3.2
| 109
| 37
| 82
| 50
| false
|
Sell
|
Trim extended winner -1%
| 2
| 10
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| 68
| -39
| 195
| 3
| false
|
Increase defensive factor exposure
|
P6563
|
Opportunistic
|
Trust
|
USD
|
2024-07-08
| 445,711
| 34,469
| 411,242
| 1
| 62
| 13.1
| 20.6
| 4.3
|
VOO:17.5%;AAPL:27.5%;MUB:27.5%;BND:27.5%
|
US:71.4;EU:5.5;APAC:13.3;EM:8.2;Other:1.6
|
Value:-0.9;Growth:+0.9;Quality:+0.5;Size:+0.5;Momentum:-0.5;LowVol:-0.5
| null | 8
| 35
| 5.1
|
hard 12%
| 184
| 25.3
|
Volatile
| 31.1
| 5.19
| 2.7
| 167
| -46
| 37
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| -14
| -3
|
BrokerA
|
MKT
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -43
| 0
| 49
| 4
| false
|
Within IPS guidelines
|
P6564
|
Active
|
401k
|
USD
|
2025-08-16
| 1,960,976
| 175,322
| 1,785,654
| 1
| 55.2
| 20.8
| 16.7
| 7.4
|
VOO:35.4%;BND:35.4%;VNQ:29.3%
|
US:66.3;EU:16.6;APAC:8.9;EM:6.9;Other:1.5
|
Value:+0.2;Growth:-0.2;Quality:-0.7;Size:-0.4;Momentum:-0.0;LowVol:-0.4
|
MaxPos5%
| 8
| 30
| 4.5
|
hard 12%
| 164
| 26.7
|
Bull
| 12
| 4.55
| 2.6
| 106
| 14
| 64
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -7
|
BrokerA
|
VWAP
| 91
| null | null |
Normal monitoring
| 104
| -22
| 131
| 4
| false
|
Monitor dispersion and breadth
|
P6565
|
Opportunistic
|
401k
|
USD
|
2024-07-18
| 356,435
| 17,655
| 338,780
| 1
| 70.4
| 21.8
| 1.7
| 6
|
TLT:22.7%;HYG:38.7%;XLF:38.7%
|
US:60.9;EU:14.3;APAC:7.2;EM:12.7;Other:4.9
|
Value:-0.5;Growth:+0.6;Quality:-1.0;Size:-0.0;Momentum:-0.1;LowVol:+0.3
| null | 8
| 35
| 6.5
|
hard 12%
| 199
| 29.7
|
Volatile
| 23.3
| 3.8
| 4.2
| 157
| 28
| 61
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -34
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 101
| -3
| 225
| 5
| false
|
Tighten stops on momentum names
|
P6566
|
Hands-off
|
Trust
|
USD
|
2025-04-25
| 427,015
| 36,468
| 390,547
| 1
| 66.9
| 28.2
| 0
| 4.9
|
AMZN:20.2%;TSLA:19.4%;AAPL:17.0%;QQQ:13.6%;BRK.B:15.8%;MSFT:14.0%
|
US:71.9;EU:6.9;APAC:9.9;EM:8.7;Other:2.5
|
Value:+0.2;Growth:-0.5;Quality:-0.3;Size:-0.9;Momentum:+0.2;LowVol:+1.0
|
ESGOnly;MaxPos7%
| 6
| 30
| 5.3
|
trailing 10%
| 135
| 19.3
|
Bull
| 13.9
| 4.65
| 3.1
| 109
| 83
| 98
| 52
| false
|
NoAction
|
Within bands; monitor
| 16
| -1
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 105
| 5
| 195
| 3
| false
|
Tighten stops on momentum names
|
P6567
|
Active
|
401k
|
USD
|
2025-01-10
| 1,826,191
| 144,898
| 1,681,293
| 1.05
| 54.3
| 18.1
| 20.1
| 7.5
|
BRK.B:21.7%;AMZN:13.8%;BND:21.7%;VOO:15.3%;GLD:8.7%;TLT:18.9%
|
US:66.4;EU:7.6;APAC:13.9;EM:10.5;Other:1.6
|
Value:+0.9;Growth:+0.9;Quality:-0.8;Size:-0.5;Momentum:-0.9;LowVol:-0.7
| null | 5
| 35
| 5.1
|
hard 12%
| 162
| 18.2
|
Volatile
| 23.3
| 4.2
| 3.8
| 145
| 47
| 74
| 66
| true
|
Hedge
|
Buy index puts 1% notional
| 29
| -10
|
BrokerC
|
LMT
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 49
| -6
| 101
| 3
| false
|
Within IPS guidelines
|
P6568
|
Opportunistic
|
Roth
|
USD
|
2025-06-09
| 1,182,327
| 77,983
| 1,104,344
| 1.16
| 77.5
| 15.7
| 2.2
| 4.6
|
GLD:23.2%;TLT:23.2%;AAPL:12.3%;QQQ:17.3%;VOO:9.4%;BRK.B:14.6%
|
US:75.8;EU:5.0;APAC:9.0;EM:9.0;Other:1.2
|
Value:+0.8;Growth:+0.8;Quality:+0.9;Size:+0.5;Momentum:-0.9;LowVol:-0.4
| null | 6
| 25
| 4.3
|
hard 12%
| 263
| 29.5
|
Volatile
| 24.1
| 4.54
| 4.1
| 166
| 44
| 82
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| 1
| -4
|
BrokerD
|
LMT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -38
| -13
| 7
| 3
| false
|
Within IPS guidelines
|
P6569
|
Opportunistic
|
Trust
|
USD
|
2024-08-26
| 490,704
| 25,785
| 464,919
| 1
| 70.7
| 19
| 6
| 4.2
|
VOO:33.5%;QQQ:33.1%;XLF:33.5%
|
US:69.6;EU:9.8;APAC:6.7;EM:11.6;Other:2.5
|
Value:-0.9;Growth:-0.5;Quality:+0.8;Size:+0.5;Momentum:-0.9;LowVol:-0.6
| null | 5
| 30
| 6.9
|
trailing 7%
| 264
| 32.4
|
Sideways
| 21.5
| 4.19
| 2.3
| 98
| 42
| 85
| 61
| false
|
NoAction
|
Within bands; monitor
| 13
| -39
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 106
| -44
| 149
| 3
| false
|
Within IPS guidelines
|
P6570
|
Cautious
|
Taxable
|
USD
|
2025-02-06
| 197,201
| 18,667
| 178,534
| 1
| 43.5
| 32.3
| 12.3
| 11.9
|
AAPL:21.2%;XLF:21.2%;GLD:16.0%;TSLA:20.6%;MSFT:11.3%;IEF:9.6%
|
US:60.9;EU:19.4;APAC:11.0;EM:4.6;Other:4.2
|
Value:+0.5;Growth:+0.7;Quality:+0.7;Size:+0.8;Momentum:+0.7;LowVol:-0.9
|
ESGOnly;MaxPos8%;NoMargin
| 10
| 35
| 4.5
|
trailing 8%
| 160
| 13.1
|
Bull
| 17.1
| 3.87
| 3.2
| 96
| 70
| 92
| 34
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| 8
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 31
| -36
| 14
| 5
| false
|
Tighten stops on momentum names
|
P6571
|
Active
|
401k
|
USD
|
2024-11-10
| 1,924,236
| 130,142
| 1,794,094
| 1
| 66.9
| 24.7
| 0
| 8.4
|
BND:33.3%;HYG:33.3%;TSLA:33.3%
|
US:64.5;EU:16.8;APAC:7.4;EM:9.3;Other:2.1
|
Value:-1.0;Growth:-0.9;Quality:-0.7;Size:+0.6;Momentum:-0.8;LowVol:-0.0
|
NoDerivatives
| 7
| 30
| 5.7
|
trailing 8%
| 168
| 23.3
|
Sideways
| 16.5
| 3.85
| 3.1
| 91
| 7
| 41
| 53
| false
|
Buy
|
Add to core equity +1%
| -5
| -24
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| -14
| -6
| 0
| 5
| false
|
Increase defensive factor exposure
|
P6572
|
Hands-off
|
Trust
|
USD
|
2025-06-01
| 308,243
| 15,993
| 292,250
| 1
| 72.4
| 17.7
| 0
| 10
|
IEF:22.8%;TSLA:18.6%;AMZN:17.6%;HYG:22.8%;AAPL:18.2%
|
US:63.9;EU:16.2;APAC:5.1;EM:10.2;Other:4.5
|
Value:-0.7;Growth:-0.5;Quality:+0.3;Size:-0.8;Momentum:+0.8;LowVol:-0.4
|
MaxPos8%
| 6
| 25
| 4
|
trailing 10%
| 170
| 18
|
Bull
| 15.8
| 4.74
| 3
| 95
| 19
| 53
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| 14
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 103
| -42
| 150
| 3
| false
|
Increase defensive factor exposure
|
P6573
|
Hands-off
|
IRA
|
USD
|
2025-06-14
| 236,292
| 21,143
| 215,149
| 1
| 67.1
| 25.8
| 0
| 7.1
|
GLD:15.3%;XLF:28.2%;HYG:28.2%;TLT:28.2%
|
US:71.6;EU:8.4;APAC:6.0;EM:10.8;Other:3.2
|
Value:-1.0;Growth:-0.6;Quality:+0.9;Size:+0.5;Momentum:-0.2;LowVol:+0.9
|
MaxPos5%
| 6
| 25
| 5
|
trailing 8%
| 168
| 12.6
|
Bull
| 15.1
| 3.55
| 2.3
| 86
| 75
| 96
| 57
| false
|
Buy
|
Add to core equity +1%
| 11
| 8
|
BrokerB
|
VWAP
| 89
| null | null |
Normal monitoring
| 31
| 13
| 57
| 4
| false
|
Within IPS guidelines
|
P6574
|
Active
|
Taxable
|
USD
|
2025-01-14
| 1,229,199
| 122,938
| 1,106,261
| 1
| 63.7
| 28.6
| 0
| 7.7
|
TLT:14.8%;VOO:19.5%;TSLA:24.0%;MUB:17.6%;AAPL:24.0%
|
US:63.1;EU:17.9;APAC:5.7;EM:8.1;Other:5.2
|
Value:0.0;Growth:+0.9;Quality:+0.8;Size:-0.8;Momentum:+0.7;LowVol:+0.1
|
MaxPos5%;NoDerivatives
| 5
| 35
| 4.7
|
hard 12%
| 222
| 27.9
|
Sideways
| 19.3
| 4.35
| 2.5
| 121
| -23
| 43
| 58
| true
|
Hedge
|
Buy index puts 1% notional
| -8
| -6
|
BrokerB
|
VWAP
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 57
| -29
| 65
| 5
| false
|
Tax-aware sells next window
|
P6575
|
Active
|
Trust
|
USD
|
2024-07-26
| 1,255,854
| 99,050
| 1,156,804
| 1
| 53.1
| 24.4
| 16.2
| 6.3
|
MSFT:23.5%;AAPL:21.6%;VOO:12.5%;BND:19.0%;GLD:23.5%
|
US:72.0;EU:7.3;APAC:9.2;EM:7.2;Other:4.4
|
Value:+1.0;Growth:-0.4;Quality:-0.8;Size:+0.3;Momentum:-0.9;LowVol:-0.8
|
MaxPos5%
| 10
| 25
| 5.3
|
trailing 9%
| 223
| 19.9
|
Bull
| 15.6
| 4.55
| 2.9
| 95
| 107
| 100
| 44
| false
|
Sell
|
Trim extended winner -1%
| 33
| 4
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 4
| 5
| 82
| 3
| false
|
Monitor dispersion and breadth
|
P6576
|
Systematic
|
Roth
|
USD
|
2024-11-06
| 1,868,873
| 112,721
| 1,756,152
| 1
| 67.3
| 22.5
| 1.3
| 8.9
|
MUB:25.6%;GLD:25.6%;BND:25.0%;XLF:23.9%
|
US:65.4;EU:10.7;APAC:11.1;EM:9.7;Other:3.1
|
Value:-0.3;Growth:-0.0;Quality:+0.3;Size:-0.1;Momentum:0.0;LowVol:+0.2
|
MaxPos8%
| 10
| 35
| 5.1
|
trailing 9%
| 208
| 26.7
|
Volatile
| 23.2
| 4.52
| 4.3
| 164
| -41
| 14
| 56
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| 8
|
BrokerB
|
LMT
| 93
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -37
| -2
| -21
| 4
| false
|
Tax-aware sells next window
|
P6577
|
Opportunistic
|
IRA
|
USD
|
2025-11-05
| 748,666
| 51,106
| 697,560
| 1
| 67
| 20
| 7.6
| 5.4
|
VTI:27.5%;MSFT:27.5%;IEF:27.5%;HYG:17.6%
|
US:70.1;EU:14.7;APAC:7.2;EM:5.4;Other:2.6
|
Value:-0.8;Growth:+0.6;Quality:-0.3;Size:-0.4;Momentum:-0.1;LowVol:+1.0
|
MaxPos5%
| 6
| 35
| 5.8
|
trailing 9%
| 253
| 28
|
Volatile
| 23.5
| 4.32
| 2.4
| 158
| -14
| 50
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| -29
|
BrokerC
|
VWAP
| 90
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 55
| -2
| 176
| 5
| false
|
Monitor dispersion and breadth
|
P6578
|
Hands-off
|
Trust
|
USD
|
2025-07-20
| 585,518
| 35,356
| 550,162
| 1
| 67
| 26
| 0
| 6.9
|
VNQ:10.7%;QQQ:10.9%;IEF:26.1%;HYG:26.1%;TSLA:26.1%
|
US:70.2;EU:11.6;APAC:6.9;EM:7.7;Other:3.6
|
Value:+1.0;Growth:-0.1;Quality:+0.5;Size:+0.3;Momentum:+0.2;LowVol:-0.2
|
MaxPos7%;NoDerivatives
| 6
| 25
| 6
|
trailing 10%
| 101
| 15.9
|
Bear
| 28.9
| 4.02
| 1.8
| 147
| 22
| 66
| 69
| false
|
Sell
|
Trim extended winner -1%
| 17
| 1
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| -6
| 10
| 1
| 4
| false
|
Monitor dispersion and breadth
|
P6579
|
Opportunistic
|
Roth
|
USD
|
2025-01-30
| 1,133,781
| 47,138
| 1,086,643
| 1
| 73.3
| 18.4
| 0
| 8.3
|
VTI:20.7%;HYG:21.1%;MUB:20.9%;AMZN:21.1%;QQQ:16.2%
|
US:65.9;EU:9.2;APAC:11.7;EM:9.7;Other:3.5
|
Value:-0.2;Growth:-0.9;Quality:-0.7;Size:+0.1;Momentum:-0.5;LowVol:+0.2
|
NoDerivatives
| 5
| 30
| 6.8
|
trailing 9%
| 199
| 29.5
|
Bear
| 33.2
| 3.59
| 1.6
| 180
| -81
| 9
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -14
| 6
|
BrokerB
|
MKT
| 97
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -17
| -38
| -4
| 4
| false
|
Within IPS guidelines
|
P6580
|
Cautious
|
Trust
|
USD
|
2025-07-20
| 781,618
| 78,343
| 703,275
| 1
| 39.2
| 42.5
| 2.1
| 16.2
|
XLF:21.0%;TSLA:7.4%;TLT:21.0%;BND:20.6%;VTI:19.4%;BRK.B:10.6%
|
US:59.7;EU:14.1;APAC:12.0;EM:10.0;Other:4.2
|
Value:+0.7;Growth:+0.4;Quality:-0.6;Size:+0.9;Momentum:+0.2;LowVol:+0.6
|
MaxPos8%;NoMargin
| 5
| 35
| 5.6
|
trailing 8%
| 165
| 17.8
|
Bear
| 23.5
| 3.66
| 2.9
| 160
| -74
| 5
| 46
| false
|
Buy
|
Add to core equity +1%
| 31
| 1
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 74
| -53
| 136
| 4
| false
|
Tax-aware sells next window
|
P6581
|
Hands-off
|
Taxable
|
USD
|
2024-11-01
| 454,633
| 30,727
| 423,906
| 1
| 68.4
| 21
| 0.7
| 10
|
VNQ:26.7%;MSFT:18.4%;XLF:27.4%;BND:27.4%
|
US:69.8;EU:8.0;APAC:12.3;EM:8.4;Other:1.4
|
Value:+0.7;Growth:+0.4;Quality:+0.5;Size:-0.3;Momentum:-0.1;LowVol:-0.6
|
NoDerivatives
| 8
| 35
| 4.3
|
trailing 8%
| 143
| 12.2
|
Bull
| 15.8
| 4.15
| 2.9
| 77
| 73
| 95
| 47
| false
|
Sell
|
Trim extended winner -1%
| 27
| -8
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 0
| -14
| 69
| 4
| false
|
Tax-aware sells next window
|
P6582
|
Systematic
|
Roth
|
USD
|
2025-04-07
| 1,989,164
| 144,296
| 1,844,868
| 1
| 63.7
| 29
| 0
| 7.3
|
XLF:23.9%;GLD:23.9%;IEF:20.3%;MSFT:11.5%;BRK.B:20.3%
|
US:67.2;EU:11.7;APAC:10.0;EM:9.0;Other:2.1
|
Value:-0.7;Growth:-0.6;Quality:-0.5;Size:+0.6;Momentum:+0.9;LowVol:-0.4
|
MaxPos8%
| 10
| 35
| 6
|
hard 12%
| 159
| 17.3
|
Bull
| 14.9
| 4.5
| 2.2
| 107
| 5
| 52
| 46
| false
|
NoAction
|
Within bands; monitor
| 5
| -22
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 90
| -55
| 150
| 4
| false
|
Monitor dispersion and breadth
|
P6583
|
Systematic
|
Taxable
|
USD
|
2025-04-10
| 617,042
| 34,042
| 583,000
| 1
| 57.2
| 32.4
| 4.5
| 5.9
|
MSFT:33.3%;VTI:33.3%;TSLA:33.3%
|
US:67.2;EU:18.0;APAC:6.3;EM:6.9;Other:1.6
|
Value:+0.2;Growth:+0.3;Quality:+0.1;Size:-0.6;Momentum:+0.9;LowVol:-0.4
|
MaxPos5%
| 8
| 30
| 4.6
|
hard 12%
| 170
| 25.2
|
Bull
| 13.2
| 4.75
| 2.9
| 106
| 106
| 90
| 37
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| 7
|
BrokerD
|
VWAP
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 90
| -19
| 204
| 4
| false
|
Within IPS guidelines
|
P6584
|
Cautious
|
Taxable
|
USD
|
2025-10-02
| 241,184
| 29,592
| 211,592
| 1
| 53.3
| 31.6
| 0.1
| 15
|
TLT:33.3%;AAPL:33.3%;VNQ:33.3%
|
US:72.4;EU:14.0;APAC:5.6;EM:3.2;Other:4.8
|
Value:+0.9;Growth:+0.9;Quality:+0.4;Size:+1.0;Momentum:+0.5;LowVol:+0.9
|
NoMargin
| 8
| 35
| 4.8
|
trailing 8%
| 100
| 18.3
|
Volatile
| 27.6
| 4.84
| 3.1
| 153
| 17
| 43
| 62
| false
|
Buy
|
Add to core equity +1%
| 17
| 0
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| -37
| 1
| -65
| 3
| false
|
Within IPS guidelines
|
P6585
|
Active
|
401k
|
USD
|
2025-07-27
| 752,898
| 49,732
| 703,166
| 1
| 60.5
| 23.3
| 10.1
| 6.2
|
VTI:33.3%;MUB:33.3%;XLF:33.3%
|
US:61.5;EU:11.7;APAC:12.6;EM:11.1;Other:3.1
|
Value:-0.9;Growth:+0.2;Quality:+0.1;Size:-0.8;Momentum:-0.6;LowVol:+0.9
| null | 6
| 35
| 5
|
hard 12%
| 120
| 26.8
|
Bull
| 12.9
| 3.64
| 2.3
| 97
| 4
| 50
| 42
| false
|
Sell
|
Trim extended winner -1%
| 0
| -14
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 2
| 2
| 87
| 5
| false
|
Increase defensive factor exposure
|
P6586
|
Cautious
|
Trust
|
USD
|
2025-07-04
| 160,134
| 13,275
| 146,859
| 1
| 49.5
| 36
| 0
| 14.5
|
BND:33.3%;GLD:33.3%;AMZN:33.3%
|
US:68.2;EU:11.8;APAC:12.6;EM:6.3;Other:1.1
|
Value:-0.8;Growth:+0.7;Quality:-0.9;Size:-0.2;Momentum:+0.5;LowVol:-0.6
|
NoDerivatives;NoMargin
| 7
| 30
| 5
|
trailing 8%
| 124
| 14.5
|
Sideways
| 21.2
| 4.96
| 2.4
| 109
| -18
| 49
| 62
| false
|
Sell
|
Trim extended winner -1%
| -14
| -13
|
BrokerA
|
VWAP
| 91
| null | null |
Normal monitoring
| 27
| -59
| 29
| 3
| false
|
Tax-aware sells next window
|
P6587
|
Active
|
Taxable
|
USD
|
2025-11-27
| 1,127,080
| 123,027
| 1,004,053
| 1
| 64.5
| 28.7
| 0
| 6.9
|
TSLA:26.0%;VTI:21.9%;VOO:26.0%;TLT:26.0%
|
US:59.4;EU:16.0;APAC:13.3;EM:6.9;Other:4.4
|
Value:+0.6;Growth:-0.5;Quality:-0.3;Size:+0.9;Momentum:+0.8;LowVol:-0.7
|
MaxPos7%;NoDerivatives
| 10
| 30
| 5.6
|
hard 12%
| 161
| 25.9
|
Volatile
| 30.6
| 5.1
| 3.5
| 110
| 5
| 44
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| -1
| 6
|
BrokerC
|
LMT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 60
| -19
| 96
| 2
| false
|
Increase defensive factor exposure
|
P6588
|
Active
|
IRA
|
USD
|
2025-03-15
| 1,125,916
| 79,805
| 1,046,111
| 1
| 66.4
| 19.7
| 5
| 8.9
|
AAPL:33.3%;IEF:33.3%;VOO:33.3%
|
US:75.0;EU:11.2;APAC:7.2;EM:4.9;Other:1.7
|
Value:-0.9;Growth:+0.8;Quality:+0.6;Size:-0.4;Momentum:-0.4;LowVol:-0.1
|
MaxPos6%
| 10
| 25
| 5.2
|
trailing 8%
| 218
| 21.2
|
Bull
| 13.3
| 4.36
| 3
| 101
| 48
| 80
| 54
| false
|
Sell
|
Trim extended winner -1%
| 23
| 5
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| -20
| 18
| 95
| 5
| false
|
Tax-aware sells next window
|
P6589
|
Active
|
Taxable
|
USD
|
2024-09-12
| 792,115
| 54,652
| 737,463
| 1
| 60.3
| 25.1
| 8.5
| 6
|
BRK.B:12.9%;TSLA:21.9%;MSFT:14.6%;VTI:25.3%;VOO:25.3%
|
US:69.8;EU:12.1;APAC:7.3;EM:9.8;Other:1.1
|
Value:+1.0;Growth:-0.0;Quality:-0.8;Size:+0.8;Momentum:+0.2;LowVol:+0.8
|
MaxPos8%
| 10
| 35
| 4.3
|
trailing 8%
| 219
| 20.2
|
Bull
| 15.1
| 4.07
| 2.8
| 79
| 110
| 100
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| 10
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 55
| 0
| 29
| 4
| false
|
Monitor dispersion and breadth
|
P6590
|
Cautious
|
IRA
|
USD
|
2025-07-22
| 364,929
| 37,689
| 327,240
| 1
| 50.5
| 34.2
| 0
| 15.2
|
VNQ:23.9%;BRK.B:12.5%;AMZN:18.9%;MUB:23.9%;VOO:20.9%
|
US:73.1;EU:12.0;APAC:7.1;EM:6.5;Other:1.4
|
Value:-0.5;Growth:-0.9;Quality:-0.3;Size:+0.6;Momentum:-0.0;LowVol:-0.9
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 4.9
|
trailing 10%
| 122
| 18.9
|
Bull
| 16
| 3.55
| 3.2
| 117
| 37
| 57
| 46
| false
|
NoAction
|
Within bands; monitor
| -12
| 0
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| -41
| 3
| 82
| 4
| false
|
Tax-aware sells next window
|
P6591
|
Hands-off
|
401k
|
USD
|
2024-08-18
| 768,267
| 63,371
| 704,896
| 1
| 67.7
| 26.1
| 0
| 6.2
|
VOO:21.3%;VTI:21.3%;QQQ:21.3%;AAPL:11.0%;XLF:19.4%;BND:5.6%
|
US:67.4;EU:9.2;APAC:9.0;EM:13.1;Other:1.4
|
Value:0.0;Growth:-0.4;Quality:-0.1;Size:+0.7;Momentum:+0.6;LowVol:+0.1
|
ESGOnly
| 5
| 25
| 5.7
|
hard 10%
| 93
| 16.4
|
Sideways
| 15.7
| 3.58
| 2.3
| 99
| 31
| 68
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| -34
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 94
| -9
| 89
| 5
| false
|
Tax-aware sells next window
|
P6592
|
Cautious
|
Roth
|
USD
|
2025-04-23
| 602,100
| 65,296
| 536,804
| 1
| 47.7
| 30.6
| 10.4
| 11.3
|
BRK.B:33.3%;AMZN:33.3%;MSFT:33.3%
|
US:67.6;EU:6.4;APAC:12.4;EM:8.3;Other:5.3
|
Value:-0.3;Growth:+0.8;Quality:-0.2;Size:+0.1;Momentum:-0.4;LowVol:-0.8
|
NoMargin
| 6
| 25
| 3.8
|
trailing 8%
| 165
| 12.5
|
Volatile
| 29.6
| 5.29
| 3
| 156
| 19
| 72
| 59
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -11
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| 1
| -51
| 126
| 4
| false
|
Tax-aware sells next window
|
P6593
|
Active
|
401k
|
USD
|
2025-07-02
| 2,400,214
| 236,972
| 2,163,242
| 1.1
| 56.3
| 28.8
| 8.3
| 6.6
|
VTI:26.2%;QQQ:26.2%;VOO:23.0%;TSLA:24.6%
|
US:65.5;EU:10.7;APAC:8.4;EM:12.0;Other:3.4
|
Value:-1.0;Growth:-0.1;Quality:+1.0;Size:+0.4;Momentum:+1.0;LowVol:-0.9
|
MaxPos6%
| 8
| 30
| 5.8
|
trailing 8%
| 144
| 17.8
|
Bull
| 13.4
| 4.34
| 3.1
| 104
| 87
| 88
| 39
| false
|
Buy
|
Add to core equity +1%
| 20
| -16
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 109
| -14
| 130
| 5
| false
|
Within IPS guidelines
|
P6594
|
Active
|
IRA
|
USD
|
2025-04-28
| 1,649,742
| 187,409
| 1,462,333
| 1.09
| 50.7
| 31
| 11.2
| 7.1
|
HYG:33.3%;VOO:33.3%;GLD:33.3%
|
US:71.8;EU:8.1;APAC:8.2;EM:8.4;Other:3.4
|
Value:-0.8;Growth:-0.1;Quality:-0.2;Size:-0.4;Momentum:+0.2;LowVol:+0.9
|
MaxPos6%;NoDerivatives
| 7
| 25
| 5.4
|
trailing 8%
| 157
| 16.8
|
Volatile
| 24.2
| 5
| 4.3
| 140
| 79
| 75
| 58
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| -34
|
BrokerD
|
VWAP
| 89
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 39
| 12
| 128
| 4
| false
|
Tighten stops on momentum names
|
P6595
|
Opportunistic
|
Trust
|
USD
|
2025-12-09
| 474,642
| 29,717
| 444,925
| 1.24
| 60.7
| 12.9
| 17.8
| 8.5
|
XLF:17.1%;TLT:17.6%;BND:12.6%;VTI:18.0%;MSFT:20.2%;HYG:14.5%
|
US:70.3;EU:8.9;APAC:8.0;EM:10.8;Other:1.9
|
Value:+0.9;Growth:+0.2;Quality:-0.8;Size:-0.6;Momentum:-0.8;LowVol:-0.3
|
MaxPos8%
| 7
| 35
| 4.7
|
trailing 7%
| 271
| 31.9
|
Sideways
| 17.3
| 4.68
| 3.4
| 105
| -9
| 40
| 49
| false
|
Sell
|
Trim extended winner -1%
| 1
| -13
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 76
| -50
| 199
| 3
| false
|
Tax-aware sells next window
|
P6596
|
Active
|
IRA
|
USD
|
2025-03-21
| 2,492,829
| 226,075
| 2,266,754
| 1
| 52.2
| 27.2
| 11.3
| 9.3
|
AAPL:27.1%;VTI:27.1%;TLT:18.8%;BRK.B:27.1%
|
US:72.1;EU:13.9;APAC:7.3;EM:6.6;Other:0.1
|
Value:+0.5;Growth:-0.1;Quality:-0.7;Size:+0.2;Momentum:-0.6;LowVol:+0.4
|
MaxPos8%
| 8
| 30
| 4.9
|
trailing 9%
| 162
| 24.4
|
Bull
| 14.8
| 3.65
| 2
| 118
| 91
| 88
| 32
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| 15
|
BrokerD
|
LMT
| 97
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -49
| -3
| 11
| 3
| false
|
Within IPS guidelines
|
P6597
|
Hands-off
|
Trust
|
USD
|
2024-08-11
| 358,496
| 14,776
| 343,720
| 1
| 62.6
| 27.4
| 2.7
| 7.3
|
TSLA:33.3%;BRK.B:33.3%;AAPL:33.3%
|
US:68.1;EU:14.4;APAC:12.2;EM:5.0;Other:0.3
|
Value:-1.0;Growth:+0.8;Quality:+0.3;Size:-0.5;Momentum:+0.5;LowVol:-0.3
|
MaxPos7%;NoDerivatives
| 10
| 30
| 4.9
|
trailing 8%
| 166
| 17.5
|
Volatile
| 31.2
| 3.61
| 2.2
| 135
| 10
| 44
| 69
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -12
| -12
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| 111
| -35
| 245
| 5
| false
|
Increase defensive factor exposure
|
P6598
|
Hands-off
|
IRA
|
USD
|
2024-10-03
| 160,116
| 12,250
| 147,866
| 1
| 66.8
| 20.8
| 5.1
| 7.4
|
MUB:33.3%;AAPL:33.3%;MSFT:33.3%
|
US:65.9;EU:16.6;APAC:8.0;EM:6.9;Other:2.6
|
Value:+0.4;Growth:-0.7;Quality:-0.7;Size:-0.6;Momentum:+0.1;LowVol:-0.1
|
ESGOnly
| 7
| 30
| 4.7
|
hard 10%
| 106
| 14.4
|
Bear
| 32.7
| 3.47
| 1.2
| 166
| -2
| 50
| 85
| true
|
Rebalance
|
Rebalance back to target bands
| -14
| -15
|
BrokerC
|
VWAP
| 89
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -57
| 8
| -59
| 3
| false
|
Within IPS guidelines
|
P6599
|
Hands-off
|
Trust
|
USD
|
2025-09-30
| 285,774
| 13,494
| 272,280
| 1
| 67.3
| 23.7
| 3.8
| 5.2
|
IEF:22.6%;VOO:15.2%;MSFT:22.6%;BRK.B:22.6%;GLD:16.9%
|
US:68.6;EU:14.8;APAC:5.8;EM:6.4;Other:4.3
|
Value:-0.3;Growth:+0.9;Quality:+0.1;Size:-0.3;Momentum:-0.6;LowVol:-0.1
| null | 6
| 35
| 4.1
|
trailing 8%
| 111
| 15.1
|
Bear
| 32.3
| 3.46
| 2.8
| 185
| -46
| 17
| 94
| true
|
Rebalance
|
Rebalance back to target bands
| 23
| -18
|
BrokerA
|
LMT
| 90
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 31
| 19
| 123
| 2
| false
|
Within IPS guidelines
|
P6600
|
Opportunistic
|
Roth
|
USD
|
2024-11-16
| 1,632,814
| 117,737
| 1,515,077
| 1.15
| 69.6
| 19.6
| 2.4
| 8.3
|
BND:23.5%;AAPL:17.6%;MSFT:11.8%;VOO:23.5%;IEF:23.5%
|
US:71.6;EU:10.9;APAC:11.3;EM:5.9;Other:0.4
|
Value:-0.3;Growth:-0.7;Quality:-0.8;Size:+0.3;Momentum:+0.3;LowVol:+0.8
|
NoDerivatives
| 7
| 35
| 4.8
|
hard 12%
| 197
| 27.3
|
Volatile
| 20.4
| 4.05
| 3
| 155
| 72
| 100
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -14
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 8
| -52
| 48
| 3
| false
|
Within IPS guidelines
|
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