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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7001
|
Hands-off
|
Roth
|
USD
|
2025-02-06
| 337,437
| 22,025
| 315,412
| 1
| 64.9
| 23.6
| 1.8
| 9.7
|
TLT:33.3%;HYG:33.3%;BRK.B:33.3%
|
US:65.2;EU:15.9;APAC:11.6;EM:7.0;Other:0.2
|
Value:+0.6;Growth:+0.4;Quality:-0.7;Size:+0.9;Momentum:-0.3;LowVol:+0.5
|
ESGOnly;MaxPos7%
| 6
| 25
| 5.9
|
trailing 8%
| 147
| 18.3
|
Bull
| 12.9
| 4.76
| 2.9
| 72
| 115
| 100
| 53
| false
|
Buy
|
Add to core equity +1%
| -13
| -3
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| -36
| -44
| -48
| 5
| false
|
Monitor dispersion and breadth
|
P7002
|
Active
|
Trust
|
USD
|
2024-08-07
| 2,200,736
| 252,811
| 1,947,925
| 1
| 53.3
| 24.5
| 15.4
| 6.8
|
VTI:25.0%;MUB:25.0%;IEF:25.0%;VNQ:25.0%
|
US:60.4;EU:12.5;APAC:14.6;EM:12.3;Other:0.2
|
Value:+0.3;Growth:+0.5;Quality:-0.3;Size:+0.9;Momentum:-0.9;LowVol:-0.0
|
MaxPos8%
| 6
| 35
| 4.1
|
hard 12%
| 210
| 20.6
|
Volatile
| 29.6
| 4.29
| 3.6
| 152
| 28
| 66
| 63
| false
|
NoAction
|
Within bands; monitor
| -5
| 11
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 70
| -45
| 95
| 3
| false
|
Within IPS guidelines
|
P7003
|
Opportunistic
|
401k
|
USD
|
2025-06-06
| 1,590,090
| 83,371
| 1,506,719
| 1
| 68
| 20.3
| 5.6
| 6
|
IEF:16.7%;AMZN:23.1%;MUB:23.1%;TLT:23.1%;GLD:14.1%
|
US:78.5;EU:5.5;APAC:8.5;EM:6.2;Other:1.3
|
Value:+0.9;Growth:-0.8;Quality:+0.3;Size:-1.0;Momentum:-0.6;LowVol:+0.3
|
MaxPos7%
| 6
| 30
| 5.7
|
trailing 7%
| 233
| 22.1
|
Bear
| 32.7
| 4.34
| 1.7
| 131
| 18
| 69
| 94
| true
|
Hedge
|
Buy index puts 1% notional
| -1
| -17
|
BrokerA
|
MKT
| 92
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -27
| 10
| 32
| 5
| false
|
Monitor dispersion and breadth
|
P7004
|
Systematic
|
Trust
|
USD
|
2025-02-21
| 1,409,448
| 67,080
| 1,342,368
| 1
| 62.3
| 24.2
| 6.3
| 7.2
|
TLT:38.7%;VOO:38.7%;QQQ:22.6%
|
US:70.7;EU:9.1;APAC:8.9;EM:9.2;Other:2.1
|
Value:-0.1;Growth:-0.8;Quality:-0.9;Size:-0.9;Momentum:-0.5;LowVol:+0.5
| null | 10
| 25
| 4.4
|
trailing 9%
| 201
| 17.3
|
Volatile
| 26.6
| 4.99
| 3.1
| 112
| 54
| 68
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 23
| -32
|
BrokerC
|
VWAP
| 89
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -28
| -39
| 96
| 3
| false
|
Increase defensive factor exposure
|
P7005
|
Systematic
|
Taxable
|
USD
|
2025-04-02
| 1,622,965
| 73,872
| 1,549,093
| 1
| 61.3
| 25.4
| 3.5
| 9.8
|
GLD:33.3%;AMZN:33.3%;TLT:33.3%
|
US:55.9;EU:19.0;APAC:16.2;EM:4.8;Other:4.2
|
Value:-0.2;Growth:-0.8;Quality:-0.8;Size:+0.8;Momentum:+0.2;LowVol:-0.2
|
MaxPos8%
| 5
| 30
| 5.5
|
trailing 9%
| 212
| 27.1
|
Bull
| 18
| 3.9
| 2.1
| 86
| 78
| 100
| 42
| false
|
Sell
|
Trim extended winner -1%
| 13
| -35
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -46
| -10
| 2
| 5
| false
|
Increase defensive factor exposure
|
P7006
|
Hands-off
|
Roth
|
USD
|
2025-08-07
| 593,099
| 42,573
| 550,526
| 1
| 65.1
| 19.7
| 6.3
| 8.8
|
QQQ:19.6%;TSLA:17.7%;TLT:13.5%;BND:20.5%;HYG:18.2%;VTI:10.5%
|
US:64.2;EU:17.8;APAC:14.0;EM:3.5;Other:0.6
|
Value:+0.6;Growth:+0.6;Quality:-0.7;Size:+0.7;Momentum:+1.0;LowVol:-0.2
|
ESGOnly;MaxPos7%
| 5
| 30
| 4.6
|
hard 10%
| 97
| 17.6
|
Bear
| 22.4
| 4.49
| 1.1
| 217
| 12
| 49
| 64
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 34
| -24
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 40
| -9
| 161
| 4
| false
|
Monitor dispersion and breadth
|
P7007
|
Hands-off
|
Roth
|
USD
|
2025-02-22
| 753,698
| 63,505
| 690,193
| 1
| 62.1
| 29
| 0
| 8.9
|
AAPL:33.3%;QQQ:33.3%;BRK.B:33.3%
|
US:62.1;EU:16.3;APAC:8.9;EM:12.0;Other:0.8
|
Value:-0.2;Growth:-1.0;Quality:+0.1;Size:+0.6;Momentum:-0.7;LowVol:+0.6
|
MaxPos5%
| 5
| 30
| 3.9
|
hard 10%
| 127
| 13.5
|
Volatile
| 24.9
| 4.75
| 2.8
| 136
| -11
| 41
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -10
| -14
|
BrokerC
|
VWAP
| 91
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -14
| -3
| 124
| 5
| false
|
Increase defensive factor exposure
|
P7008
|
Hands-off
|
Taxable
|
USD
|
2025-01-13
| 736,740
| 69,520
| 667,220
| 1
| 70.1
| 24
| 0.7
| 5.2
|
VNQ:21.5%;VTI:11.8%;MSFT:12.1%;AMZN:20.4%;IEF:21.5%;XLF:12.8%
|
US:64.4;EU:13.6;APAC:11.4;EM:6.5;Other:4.1
|
Value:+0.5;Growth:-0.8;Quality:0.0;Size:-0.2;Momentum:+0.8;LowVol:+0.2
|
ESGOnly;MaxPos5%;NoDerivatives
| 10
| 25
| 5.8
|
trailing 8%
| 114
| 18.6
|
Volatile
| 22.4
| 3.81
| 4.3
| 180
| -47
| 21
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| 7
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 16
| -50
| 149
| 5
| false
|
Within IPS guidelines
|
P7009
|
Cautious
|
IRA
|
USD
|
2024-11-14
| 507,556
| 65,642
| 441,914
| 1
| 40.4
| 39.7
| 9.7
| 10.2
|
VTI:26.5%;BND:20.5%;TSLA:26.5%;AMZN:26.5%
|
US:58.3;EU:16.7;APAC:11.8;EM:11.3;Other:1.9
|
Value:-0.3;Growth:+0.2;Quality:-0.2;Size:+0.8;Momentum:+0.9;LowVol:-0.2
|
MaxPos6%;NoMargin
| 6
| 30
| 5.5
|
trailing 8%
| 92
| 18.2
|
Bear
| 28.5
| 4.05
| 2.3
| 162
| -13
| 47
| 66
| false
|
NoAction
|
Within bands; monitor
| 3
| -35
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -30
| -8
| 58
| 5
| false
|
Tax-aware sells next window
|
P7010
|
Systematic
|
Roth
|
USD
|
2025-10-15
| 1,922,735
| 159,024
| 1,763,711
| 1
| 55.6
| 31.9
| 3.5
| 9
|
BND:38.0%;AMZN:24.0%;QQQ:38.0%
|
US:72.5;EU:9.3;APAC:7.5;EM:7.1;Other:3.6
|
Value:-0.5;Growth:+0.8;Quality:-0.1;Size:+0.5;Momentum:+0.7;LowVol:+0.8
|
MaxPos7%
| 7
| 35
| 5.3
|
hard 12%
| 161
| 25.2
|
Bull
| 12.3
| 4.85
| 3.1
| 79
| 57
| 73
| 31
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -8
| 10
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| 64
| -13
| 65
| 3
| false
|
Within IPS guidelines
|
P7011
|
Opportunistic
|
401k
|
USD
|
2024-07-10
| 1,727,783
| 76,088
| 1,651,695
| 1
| 75.6
| 14.7
| 1.6
| 8.1
|
BND:22.4%;QQQ:18.0%;VTI:22.4%;TSLA:14.7%;VOO:22.4%
|
US:68.2;EU:11.4;APAC:7.8;EM:10.5;Other:2.1
|
Value:-0.4;Growth:+0.7;Quality:+0.9;Size:-0.1;Momentum:-0.1;LowVol:+0.5
|
MaxPos6%
| 8
| 25
| 4.2
|
hard 12%
| 197
| 27.9
|
Bull
| 16.5
| 4.66
| 2.2
| 119
| 7
| 58
| 62
| false
|
Buy
|
Add to core equity +1%
| 12
| 0
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 83
| -42
| 221
| 5
| false
|
Monitor dispersion and breadth
|
P7012
|
Cautious
|
401k
|
USD
|
2024-12-14
| 463,774
| 41,266
| 422,508
| 1
| 49.8
| 38
| 0
| 12.2
|
VNQ:22.9%;XLF:23.0%;TLT:23.0%;BND:8.0%;AMZN:23.0%
|
US:64.1;EU:8.3;APAC:13.0;EM:12.6;Other:1.9
|
Value:-0.7;Growth:+1.0;Quality:-1.0;Size:-0.0;Momentum:+0.1;LowVol:+0.6
|
ESGOnly;MaxPos8%;NoMargin
| 7
| 35
| 3.8
|
trailing 8%
| 124
| 18.2
|
Bull
| 14.9
| 4.5
| 2.1
| 113
| 19
| 49
| 41
| false
|
Buy
|
Add to core equity +1%
| -9
| -23
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| 120
| -7
| 104
| 5
| false
|
Tax-aware sells next window
|
P7013
|
Systematic
|
Trust
|
USD
|
2024-10-16
| 1,827,982
| 100,047
| 1,727,935
| 1
| 56
| 21.9
| 13.9
| 8.2
|
VTI:17.6%;GLD:21.5%;VNQ:17.1%;QQQ:21.9%;MUB:21.9%
|
US:81.1;EU:5.4;APAC:6.0;EM:4.6;Other:2.9
|
Value:-0.5;Growth:-0.9;Quality:+0.3;Size:+0.5;Momentum:-0.2;LowVol:-0.0
|
MaxPos7%
| 6
| 35
| 5.7
|
trailing 8%
| 130
| 22
|
Sideways
| 16.5
| 4.21
| 2.9
| 91
| -9
| 30
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -34
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 90
| -25
| 151
| 5
| false
|
Tighten stops on momentum names
|
P7014
|
Active
|
401k
|
USD
|
2025-09-16
| 1,357,996
| 143,922
| 1,214,074
| 1
| 63.1
| 22.8
| 6.5
| 7.6
|
AAPL:12.2%;VTI:16.4%;HYG:15.5%;TLT:19.0%;MSFT:17.0%;BND:19.8%
|
US:63.9;EU:9.1;APAC:11.4;EM:12.4;Other:3.2
|
Value:+0.3;Growth:-0.4;Quality:-0.9;Size:0.0;Momentum:+0.1;LowVol:+0.1
|
NoDerivatives
| 5
| 30
| 4.1
|
trailing 9%
| 127
| 18.8
|
Sideways
| 14.1
| 4.24
| 3.5
| 135
| 18
| 51
| 51
| false
|
Sell
|
Trim extended winner -1%
| -5
| -6
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| 39
| 7
| 47
| 4
| false
|
Monitor dispersion and breadth
|
P7015
|
Opportunistic
|
401k
|
USD
|
2025-12-22
| 386,879
| 19,899
| 366,980
| 1
| 61.1
| 16.6
| 15.7
| 6.6
|
HYG:25.2%;AAPL:24.5%;GLD:25.2%;QQQ:25.2%
|
US:63.6;EU:12.5;APAC:12.0;EM:10.7;Other:1.2
|
Value:+0.8;Growth:+0.3;Quality:+0.4;Size:+0.9;Momentum:-1.0;LowVol:+0.7
|
MaxPos8%
| 10
| 30
| 5.5
|
trailing 9%
| 262
| 34.7
|
Volatile
| 31.1
| 4.47
| 4.1
| 116
| -39
| 30
| 88
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 33
| 6
|
BrokerA
|
MKT
| 96
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 23
| -33
| 116
| 5
| true
|
Within IPS guidelines
|
P7016
|
Cautious
|
Roth
|
USD
|
2025-09-10
| 526,837
| 52,987
| 473,850
| 1
| 51.7
| 31.8
| 0
| 16.5
|
MUB:11.1%;TLT:20.7%;IEF:19.1%;MSFT:15.8%;AMZN:20.7%;VOO:12.7%
|
US:65.6;EU:14.3;APAC:6.6;EM:8.6;Other:4.8
|
Value:+0.5;Growth:+0.4;Quality:-0.9;Size:-0.3;Momentum:-0.8;LowVol:+0.9
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 25
| 4.5
|
trailing 8%
| 132
| 15.3
|
Bull
| 11.9
| 4.33
| 2.3
| 110
| 0
| 62
| 33
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -14
| 7
|
BrokerD
|
LMT
| 94
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 3
| -4
| 34
| 4
| false
|
Tax-aware sells next window
|
P7017
|
Cautious
|
Trust
|
USD
|
2025-04-12
| 374,566
| 50,581
| 323,985
| 1
| 40.9
| 44.8
| 0
| 14.3
|
IEF:24.7%;MUB:24.7%;AAPL:15.8%;AMZN:10.2%;QQQ:24.5%
|
US:66.7;EU:16.1;APAC:6.9;EM:6.7;Other:3.6
|
Value:+0.3;Growth:-0.4;Quality:-0.7;Size:+0.1;Momentum:+0.6;LowVol:-1.0
|
MaxPos8%;NoDerivatives;NoMargin
| 10
| 35
| 4.2
|
hard 10%
| 170
| 19.4
|
Sideways
| 18.1
| 4.71
| 2.4
| 115
| 42
| 67
| 48
| false
|
NoAction
|
Within bands; monitor
| 8
| 10
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| -26
| -22
| -29
| 5
| false
|
Monitor dispersion and breadth
|
P7018
|
Cautious
|
Taxable
|
USD
|
2025-08-25
| 466,012
| 74,122
| 391,890
| 1
| 39.1
| 37.1
| 7
| 16.8
|
IEF:21.3%;VTI:14.8%;GLD:21.3%;VOO:21.3%;QQQ:21.3%
|
US:66.1;EU:13.5;APAC:9.2;EM:9.5;Other:1.6
|
Value:-0.4;Growth:-0.9;Quality:-0.1;Size:+0.4;Momentum:-0.8;LowVol:+0.2
|
NoMargin
| 5
| 30
| 3.7
|
hard 10%
| 145
| 12.5
|
Bull
| 14.6
| 4.54
| 3.4
| 73
| 96
| 100
| 42
| false
|
Buy
|
Add to core equity +1%
| 29
| -20
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 53
| -35
| 176
| 3
| false
|
Increase defensive factor exposure
|
P7019
|
Active
|
401k
|
USD
|
2025-01-18
| 865,197
| 78,765
| 786,432
| 1
| 63.7
| 19.8
| 10.9
| 5.6
|
BRK.B:15.1%;BND:25.1%;MSFT:10.5%;VNQ:24.3%;HYG:25.1%
|
US:74.0;EU:8.7;APAC:5.1;EM:10.6;Other:1.6
|
Value:-1.0;Growth:+0.2;Quality:-0.1;Size:+0.9;Momentum:-0.1;LowVol:0.0
| null | 10
| 25
| 4.5
|
hard 12%
| 183
| 24.3
|
Volatile
| 28.2
| 4.1
| 3.5
| 166
| 77
| 76
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| 2
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 31
| 6
| 163
| 4
| false
|
Tax-aware sells next window
|
P7020
|
Active
|
Roth
|
USD
|
2025-04-15
| 2,392,432
| 156,215
| 2,236,217
| 1
| 59.2
| 28.5
| 2.7
| 9.6
|
IEF:33.0%;MUB:33.5%;VTI:33.5%
|
US:69.0;EU:14.5;APAC:4.9;EM:7.0;Other:4.5
|
Value:+0.4;Growth:-0.2;Quality:-0.5;Size:+1.0;Momentum:+1.0;LowVol:-0.7
| null | 5
| 30
| 4.1
|
trailing 8%
| 176
| 24.2
|
Bull
| 16.4
| 4.23
| 2.9
| 103
| 10
| 41
| 44
| false
|
Sell
|
Trim extended winner -1%
| 17
| -5
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 11
| -42
| -28
| 4
| false
|
Tighten stops on momentum names
|
P7021
|
Cautious
|
Roth
|
USD
|
2025-12-10
| 859,572
| 92,465
| 767,107
| 1
| 47.3
| 39.8
| 0
| 13
|
MSFT:14.3%;GLD:22.3%;QQQ:22.3%;BRK.B:18.8%;HYG:22.3%
|
US:72.2;EU:10.1;APAC:5.4;EM:9.8;Other:2.5
|
Value:+0.7;Growth:-0.1;Quality:-0.2;Size:-0.8;Momentum:+0.2;LowVol:-0.4
|
NoDerivatives;NoMargin
| 6
| 30
| 3.9
|
trailing 10%
| 170
| 18.2
|
Volatile
| 27
| 4.28
| 4.2
| 127
| 5
| 62
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -12
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| -42
| -27
| 89
| 5
| false
|
Tighten stops on momentum names
|
P7022
|
Opportunistic
|
Taxable
|
USD
|
2024-07-28
| 752,852
| 47,753
| 705,099
| 1
| 76.9
| 11.1
| 5.3
| 6.7
|
GLD:9.4%;MSFT:8.4%;TSLA:21.1%;AMZN:15.5%;MUB:22.8%;BRK.B:22.8%
|
US:64.5;EU:15.5;APAC:5.8;EM:11.7;Other:2.4
|
Value:+0.2;Growth:+0.7;Quality:-0.9;Size:-0.6;Momentum:-0.9;LowVol:-0.5
|
MaxPos5%
| 10
| 30
| 4.5
|
trailing 9%
| 255
| 22.1
|
Bull
| 14.2
| 4.05
| 3
| 104
| 29
| 64
| 49
| false
|
Buy
|
Add to core equity +1%
| 9
| -22
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 20
| 2
| 157
| 3
| false
|
Increase defensive factor exposure
|
P7023
|
Hands-off
|
401k
|
USD
|
2025-10-15
| 593,586
| 47,854
| 545,732
| 1
| 57.2
| 26.7
| 6.2
| 10
|
VTI:33.3%;AMZN:33.3%;XLF:33.3%
|
US:59.7;EU:19.4;APAC:10.1;EM:9.7;Other:1.1
|
Value:+0.8;Growth:+0.1;Quality:-0.4;Size:-0.6;Momentum:+0.5;LowVol:+0.9
|
NoDerivatives
| 6
| 35
| 4
|
hard 10%
| 113
| 18
|
Sideways
| 21.2
| 4.53
| 3.2
| 94
| 27
| 75
| 48
| false
|
Buy
|
Add to core equity +1%
| 31
| -2
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| 51
| 14
| 33
| 5
| false
|
Tax-aware sells next window
|
P7024
|
Systematic
|
Taxable
|
USD
|
2024-12-20
| 1,205,838
| 67,336
| 1,138,502
| 1
| 59
| 32.2
| 0
| 8.8
|
XLF:25.0%;VNQ:25.0%;TSLA:25.0%;GLD:25.0%
|
US:57.2;EU:17.2;APAC:13.4;EM:9.3;Other:3.0
|
Value:+0.5;Growth:-0.8;Quality:+0.7;Size:+0.1;Momentum:+0.5;LowVol:0.0
| null | 7
| 25
| 4.7
|
hard 12%
| 154
| 21.8
|
Sideways
| 15.9
| 4.85
| 2.6
| 98
| -28
| 22
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -2
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| -58
| -13
| -77
| 4
| false
|
Tighten stops on momentum names
|
P7025
|
Opportunistic
|
Roth
|
USD
|
2025-03-12
| 1,746,342
| 95,014
| 1,651,328
| 1
| 71.6
| 17.9
| 3.6
| 6.8
|
VOO:22.4%;MSFT:22.4%;GLD:22.2%;VTI:22.4%;BND:10.6%
|
US:64.6;EU:15.7;APAC:12.1;EM:4.4;Other:3.3
|
Value:-1.0;Growth:-0.8;Quality:+0.3;Size:+0.6;Momentum:+0.8;LowVol:+1.0
| null | 5
| 25
| 4.6
|
trailing 7%
| 182
| 33.2
|
Bull
| 16.2
| 3.5
| 2.7
| 115
| 98
| 100
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -27
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| 51
| -30
| 11
| 5
| false
|
Increase defensive factor exposure
|
P7026
|
Opportunistic
|
Taxable
|
USD
|
2025-08-31
| 1,213,327
| 106,774
| 1,106,553
| 1
| 65.1
| 10.4
| 20.4
| 4.1
|
BRK.B:16.4%;GLD:14.4%;QQQ:21.0%;VOO:21.0%;XLF:8.8%;MSFT:18.5%
|
US:65.0;EU:16.3;APAC:11.1;EM:7.2;Other:0.4
|
Value:-0.6;Growth:-0.1;Quality:+0.5;Size:-0.8;Momentum:-0.8;LowVol:-0.7
|
NoDerivatives
| 7
| 35
| 5.6
|
trailing 7%
| 264
| 25.1
|
Bull
| 17
| 4.82
| 3.5
| 87
| 10
| 47
| 48
| false
|
Buy
|
Add to core equity +1%
| 29
| 7
|
BrokerD
|
VWAP
| 89
| null | null |
Normal monitoring
| 48
| -6
| 66
| 4
| false
|
Increase defensive factor exposure
|
P7027
|
Cautious
|
Taxable
|
USD
|
2024-11-11
| 667,115
| 105,644
| 561,471
| 1
| 43.3
| 38.9
| 7.1
| 10.7
|
TSLA:24.5%;AAPL:10.7%;BRK.B:21.9%;MSFT:24.5%;XLF:18.4%
|
US:66.7;EU:16.4;APAC:6.0;EM:9.9;Other:1.0
|
Value:-0.3;Growth:-0.5;Quality:+0.9;Size:-0.7;Momentum:+0.6;LowVol:-0.3
|
ESGOnly;NoMargin
| 7
| 30
| 5.6
|
hard 10%
| 116
| 17.3
|
Sideways
| 18.8
| 4.79
| 2.6
| 130
| 41
| 73
| 33
| false
|
NoAction
|
Within bands; monitor
| -5
| 9
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| -1
| -6
| 20
| 4
| false
|
Within IPS guidelines
|
P7028
|
Cautious
|
IRA
|
USD
|
2024-07-11
| 682,856
| 76,279
| 606,577
| 1
| 38.1
| 39.4
| 4.9
| 17.6
|
XLF:17.9%;MUB:19.0%;TSLA:18.3%;HYG:5.4%;BRK.B:19.3%;VOO:20.0%
|
US:63.0;EU:13.4;APAC:9.3;EM:11.4;Other:2.9
|
Value:-0.2;Growth:+0.2;Quality:-0.6;Size:-0.5;Momentum:+0.4;LowVol:-0.6
|
NoMargin
| 6
| 25
| 4.1
|
trailing 10%
| 147
| 19.5
|
Bear
| 23.2
| 3.2
| 2.1
| 190
| -67
| 19
| 56
| false
|
Sell
|
Trim extended winner -1%
| 12
| 11
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| 47
| -34
| 144
| 5
| false
|
Tax-aware sells next window
|
P7029
|
Active
|
Trust
|
USD
|
2025-09-06
| 1,198,938
| 109,618
| 1,089,320
| 1
| 51.4
| 25.1
| 14.1
| 9.3
|
MSFT:16.9%;VNQ:21.3%;IEF:15.4%;BRK.B:20.0%;TSLA:19.6%;HYG:6.8%
|
US:69.8;EU:14.2;APAC:9.3;EM:4.1;Other:2.6
|
Value:+0.5;Growth:-0.1;Quality:+0.1;Size:+0.6;Momentum:-0.5;LowVol:-0.3
|
MaxPos8%
| 8
| 30
| 5.5
|
trailing 8%
| 211
| 27.3
|
Volatile
| 22
| 4.29
| 3.4
| 141
| -52
| 13
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| 11
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| -49
| 11
| 57
| 4
| false
|
Within IPS guidelines
|
P7030
|
Hands-off
|
Trust
|
USD
|
2025-04-20
| 172,022
| 15,672
| 156,350
| 1
| 64.9
| 26.3
| 0
| 8.7
|
BRK.B:18.1%;QQQ:10.7%;XLF:22.3%;BND:15.8%;GLD:10.9%;TLT:22.3%
|
US:52.7;EU:17.1;APAC:15.1;EM:11.9;Other:3.3
|
Value:-0.1;Growth:-0.0;Quality:-0.2;Size:-0.2;Momentum:+0.5;LowVol:+0.1
|
ESGOnly;NoDerivatives
| 6
| 25
| 4.2
|
trailing 8%
| 123
| 16.2
|
Bear
| 26
| 3.64
| 2.4
| 199
| -84
| 5
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -21
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -43
| -14
| -4
| 3
| false
|
Within IPS guidelines
|
P7031
|
Cautious
|
Trust
|
USD
|
2025-03-16
| 856,720
| 107,606
| 749,114
| 1
| 37.8
| 44.4
| 2.8
| 15
|
TLT:22.2%;TSLA:13.1%;HYG:12.3%;MUB:14.7%;IEF:22.2%;AAPL:15.5%
|
US:62.3;EU:10.5;APAC:15.8;EM:8.9;Other:2.6
|
Value:+0.1;Growth:+0.8;Quality:+0.1;Size:+0.6;Momentum:+0.7;LowVol:+1.0
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 30
| 4.9
|
trailing 8%
| 110
| 16.1
|
Volatile
| 23
| 3.69
| 2.1
| 171
| -8
| 58
| 39
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -3
| -35
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| -26
| -3
| 98
| 5
| false
|
Tax-aware sells next window
|
P7032
|
Hands-off
|
Roth
|
USD
|
2025-09-20
| 873,565
| 41,994
| 831,571
| 1
| 60.8
| 30
| 0.4
| 8.8
|
GLD:34.0%;TSLA:31.9%;IEF:34.0%
|
US:59.4;EU:16.7;APAC:13.2;EM:7.4;Other:3.4
|
Value:+0.5;Growth:+0.4;Quality:+0.6;Size:+0.1;Momentum:+0.3;LowVol:-0.3
|
NoDerivatives
| 10
| 30
| 4.7
|
trailing 8%
| 113
| 12.4
|
Bull
| 17.4
| 4.5
| 2.1
| 83
| 106
| 100
| 54
| false
|
Sell
|
Trim extended winner -1%
| -5
| 0
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 80
| -21
| 141
| 5
| false
|
Within IPS guidelines
|
P7033
|
Systematic
|
401k
|
USD
|
2025-03-10
| 802,535
| 39,657
| 762,878
| 1
| 61.5
| 31.2
| 0
| 7.2
|
QQQ:31.3%;AAPL:34.3%;VNQ:34.3%
|
US:61.1;EU:15.2;APAC:13.5;EM:9.5;Other:0.7
|
Value:-0.3;Growth:-0.4;Quality:+0.3;Size:-0.4;Momentum:+0.3;LowVol:+0.8
| null | 8
| 35
| 5.8
|
hard 12%
| 198
| 16.4
|
Bull
| 16.5
| 3.85
| 2.9
| 116
| 110
| 100
| 53
| false
|
Buy
|
Add to core equity +1%
| -10
| -26
|
BrokerC
|
VWAP
| 90
| null | null |
Normal monitoring
| 120
| -25
| 129
| 5
| false
|
Increase defensive factor exposure
|
P7034
|
Active
|
Trust
|
USD
|
2025-01-22
| 2,077,036
| 193,894
| 1,883,142
| 1
| 50.2
| 27.4
| 16.8
| 5.6
|
MUB:14.3%;QQQ:24.7%;BND:24.7%;AMZN:14.4%;GLD:21.8%
|
US:62.6;EU:16.4;APAC:10.5;EM:6.7;Other:3.7
|
Value:+0.4;Growth:+0.2;Quality:-0.2;Size:-0.8;Momentum:+0.3;LowVol:+0.2
|
NoDerivatives
| 7
| 35
| 4.5
|
trailing 8%
| 188
| 18.8
|
Bear
| 34.2
| 4.1
| 2.1
| 154
| -41
| 21
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| -27
|
BrokerA
|
MKT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 73
| 10
| 104
| 3
| false
|
Within IPS guidelines
|
P7035
|
Cautious
|
IRA
|
USD
|
2025-02-23
| 798,674
| 98,809
| 699,865
| 1
| 38.9
| 35.1
| 10
| 16
|
TLT:24.0%;MUB:25.3%;VNQ:25.3%;HYG:25.3%
|
US:63.1;EU:13.9;APAC:11.7;EM:7.9;Other:3.4
|
Value:+1.0;Growth:-0.7;Quality:+0.6;Size:+0.7;Momentum:-0.4;LowVol:+0.7
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 35
| 5.8
|
trailing 10%
| 158
| 16.5
|
Bull
| 16.1
| 4.4
| 3
| 109
| 113
| 98
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| 14
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| -53
| -42
| -68
| 4
| false
|
Monitor dispersion and breadth
|
P7036
|
Systematic
|
IRA
|
USD
|
2025-12-10
| 1,622,483
| 148,687
| 1,473,796
| 1
| 59.4
| 28.5
| 3.7
| 8.4
|
VNQ:33.3%;IEF:33.3%;AMZN:33.3%
|
US:61.4;EU:20.1;APAC:5.7;EM:11.6;Other:1.2
|
Value:+0.3;Growth:-0.4;Quality:+0.8;Size:-0.9;Momentum:-0.1;LowVol:-0.3
|
MaxPos8%;NoDerivatives
| 8
| 25
| 4.2
|
trailing 8%
| 179
| 24.2
|
Sideways
| 19.3
| 3.76
| 2.7
| 108
| 44
| 68
| 63
| false
|
Buy
|
Add to core equity +1%
| 29
| -9
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| -51
| -47
| 66
| 3
| false
|
Increase defensive factor exposure
|
P7037
|
Active
|
Trust
|
USD
|
2025-05-05
| 1,549,086
| 123,082
| 1,426,004
| 1
| 59.1
| 29.3
| 3.9
| 7.7
|
VOO:25.0%;BRK.B:25.0%;AMZN:25.0%;VNQ:25.0%
|
US:59.9;EU:12.9;APAC:16.2;EM:10.1;Other:0.9
|
Value:-0.2;Growth:+0.2;Quality:+1.0;Size:+0.7;Momentum:-0.2;LowVol:-0.5
|
NoDerivatives
| 6
| 25
| 5.3
|
trailing 8%
| 170
| 24.4
|
Sideways
| 16.2
| 3.73
| 2.4
| 128
| 58
| 94
| 52
| false
|
NoAction
|
Within bands; monitor
| 7
| -23
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 53
| -18
| 93
| 5
| false
|
Monitor dispersion and breadth
|
P7038
|
Opportunistic
|
Roth
|
USD
|
2024-07-28
| 1,050,884
| 81,430
| 969,454
| 1
| 61.4
| 21.2
| 9.5
| 7.9
|
BND:12.4%;VTI:15.1%;HYG:21.4%;MSFT:21.4%;VNQ:21.4%;MUB:8.4%
|
US:64.3;EU:15.5;APAC:8.3;EM:9.4;Other:2.5
|
Value:+0.9;Growth:-0.7;Quality:+0.7;Size:+0.3;Momentum:+0.2;LowVol:-0.8
|
MaxPos5%
| 5
| 30
| 5.8
|
trailing 7%
| 216
| 22.4
|
Volatile
| 28.5
| 3.58
| 4.4
| 154
| -56
| 31
| 82
| true
|
Rebalance
|
Rebalance back to target bands
| 1
| -14
|
BrokerC
|
LMT
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 61
| 3
| 134
| 4
| false
|
Tax-aware sells next window
|
P7039
|
Active
|
IRA
|
USD
|
2024-12-07
| 1,911,713
| 166,719
| 1,744,994
| 1
| 52.4
| 31.1
| 8.7
| 7.7
|
MSFT:14.3%;AAPL:17.6%;BRK.B:17.5%;VOO:17.1%;XLF:15.2%;HYG:18.3%
|
US:72.9;EU:12.5;APAC:7.2;EM:6.3;Other:1.0
|
Value:+0.7;Growth:-0.0;Quality:+0.6;Size:-0.5;Momentum:+0.1;LowVol:-0.2
| null | 10
| 30
| 6
|
trailing 8%
| 180
| 28
|
Volatile
| 20.1
| 4.72
| 2.9
| 158
| 45
| 84
| 43
| false
|
NoAction
|
Within bands; monitor
| 22
| -9
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| -21
| -39
| 71
| 4
| false
|
Within IPS guidelines
|
P7040
|
Opportunistic
|
Taxable
|
USD
|
2024-10-12
| 1,787,628
| 67,201
| 1,720,427
| 1
| 62.5
| 18
| 11.1
| 8.4
|
VNQ:26.3%;IEF:26.3%;BND:26.3%;AAPL:21.2%
|
US:71.9;EU:8.2;APAC:7.3;EM:10.2;Other:2.5
|
Value:+0.5;Growth:-0.3;Quality:-0.7;Size:+0.1;Momentum:-0.2;LowVol:+0.9
|
MaxPos5%
| 7
| 25
| 5.7
|
trailing 9%
| 185
| 20.9
|
Volatile
| 24.8
| 4.37
| 3.5
| 155
| -40
| 37
| 59
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| -29
|
BrokerA
|
LMT
| 93
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 24
| -30
| 154
| 4
| false
|
Tighten stops on momentum names
|
P7041
|
Cautious
|
Taxable
|
USD
|
2025-01-27
| 550,432
| 54,918
| 495,514
| 1
| 47.9
| 40.1
| 0
| 11.9
|
HYG:20.2%;TSLA:19.2%;AMZN:12.7%;XLF:16.8%;GLD:17.0%;AAPL:14.1%
|
US:63.9;EU:19.6;APAC:6.0;EM:8.7;Other:1.7
|
Value:-0.5;Growth:+0.9;Quality:+0.2;Size:+0.1;Momentum:-0.5;LowVol:-0.1
|
MaxPos5%;NoMargin
| 6
| 35
| 3.6
|
trailing 8%
| 166
| 16.8
|
Volatile
| 28.5
| 5.32
| 3
| 132
| -49
| 19
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| 7
|
BrokerC
|
VWAP
| 88
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -5
| -19
| 8
| 4
| false
|
Within IPS guidelines
|
P7042
|
Cautious
|
Taxable
|
USD
|
2025-07-16
| 162,044
| 18,837
| 143,207
| 1
| 37.5
| 30.8
| 18.3
| 13.3
|
IEF:16.5%;TLT:21.1%;BND:13.1%;VTI:21.1%;QQQ:16.2%;AMZN:11.9%
|
US:73.0;EU:9.3;APAC:9.1;EM:6.4;Other:2.1
|
Value:+1.0;Growth:-0.7;Quality:+0.8;Size:-0.1;Momentum:+0.5;LowVol:+0.2
|
NoDerivatives;NoMargin
| 6
| 35
| 3.6
|
trailing 10%
| 140
| 12.8
|
Bear
| 27.1
| 4.41
| 1.8
| 192
| -104
| 13
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 10
| -28
|
BrokerC
|
VWAP
| 89
| null | null |
Normal monitoring
| 25
| 20
| 41
| 4
| false
|
Tax-aware sells next window
|
P7043
|
Hands-off
|
Taxable
|
USD
|
2025-01-08
| 514,448
| 36,998
| 477,450
| 1
| 57.4
| 20.1
| 14.3
| 8.2
|
VNQ:28.1%;AAPL:28.1%;IEF:15.6%;AMZN:28.1%
|
US:62.7;EU:13.0;APAC:12.5;EM:9.0;Other:2.8
|
Value:+0.6;Growth:-0.4;Quality:+0.1;Size:-0.7;Momentum:+0.6;LowVol:+0.5
|
MaxPos6%
| 5
| 25
| 3.1
|
trailing 8%
| 111
| 19.3
|
Bull
| 12.6
| 3.6
| 2.1
| 72
| 84
| 78
| 31
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 10
| -22
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 99
| -16
| 188
| 4
| false
|
Monitor dispersion and breadth
|
P7044
|
Cautious
|
Roth
|
USD
|
2024-10-09
| 603,286
| 64,005
| 539,281
| 1
| 50.1
| 35
| 3
| 11.9
|
MSFT:33.3%;TLT:33.3%;XLF:33.3%
|
US:61.8;EU:15.7;APAC:12.1;EM:7.2;Other:3.2
|
Value:+0.2;Growth:+0.7;Quality:-0.2;Size:-0.6;Momentum:-0.5;LowVol:+0.7
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 30
| 3.7
|
trailing 8%
| 170
| 19.4
|
Bull
| 11.8
| 3.66
| 2.5
| 110
| 80
| 100
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| 0
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 110
| -46
| 79
| 5
| false
|
Increase defensive factor exposure
|
P7045
|
Hands-off
|
IRA
|
USD
|
2024-11-16
| 458,617
| 33,854
| 424,763
| 1
| 60.6
| 30
| 1
| 8.4
|
VOO:33.5%;TLT:33.5%;AMZN:33.0%
|
US:65.3;EU:14.9;APAC:8.0;EM:8.0;Other:3.9
|
Value:+0.6;Growth:+0.4;Quality:-0.1;Size:-0.7;Momentum:-0.1;LowVol:-0.6
|
ESGOnly
| 7
| 25
| 5.8
|
hard 10%
| 118
| 13.2
|
Volatile
| 24.9
| 4.04
| 3.3
| 121
| -55
| 24
| 69
| false
|
Sell
|
Trim extended winner -1%
| 25
| -6
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 16
| -24
| 77
| 5
| false
|
Tax-aware sells next window
|
P7046
|
Active
|
401k
|
USD
|
2025-06-23
| 935,491
| 64,831
| 870,660
| 1
| 51.9
| 25.2
| 17
| 5.9
|
HYG:18.9%;VTI:22.8%;MSFT:22.3%;IEF:22.8%;BRK.B:13.1%
|
US:65.7;EU:15.8;APAC:12.1;EM:6.1;Other:0.3
|
Value:+0.4;Growth:-0.3;Quality:+0.2;Size:+0.3;Momentum:+1.0;LowVol:-0.5
| null | 10
| 35
| 4.6
|
trailing 8%
| 166
| 21.5
|
Bull
| 14.3
| 4.55
| 3.3
| 81
| 22
| 76
| 32
| false
|
NoAction
|
Within bands; monitor
| -7
| -17
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 114
| 19
| 173
| 3
| false
|
Increase defensive factor exposure
|
P7047
|
Opportunistic
|
Taxable
|
USD
|
2024-10-01
| 1,116,580
| 83,901
| 1,032,679
| 1.24
| 74.7
| 20.4
| 0
| 4.9
|
TSLA:25.5%;VNQ:10.8%;MUB:12.8%;HYG:25.5%;VOO:25.5%
|
US:63.6;EU:15.6;APAC:9.7;EM:7.0;Other:4.1
|
Value:+0.8;Growth:-0.6;Quality:-0.3;Size:-0.0;Momentum:-0.3;LowVol:-0.1
| null | 7
| 30
| 4.6
|
trailing 7%
| 261
| 24.6
|
Volatile
| 22.8
| 3.64
| 4
| 119
| 42
| 66
| 71
| true
|
Rebalance
|
Rebalance back to target bands
| -10
| 12
|
BrokerA
|
MKT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 6
| -9
| 1
| 3
| false
|
Within IPS guidelines
|
P7048
|
Systematic
|
Roth
|
USD
|
2025-08-04
| 688,301
| 56,721
| 631,580
| 1
| 61.2
| 33.7
| 0
| 5
|
QQQ:17.7%;BRK.B:20.7%;VOO:13.7%;AAPL:6.6%;HYG:20.6%;MUB:20.7%
|
US:65.2;EU:17.0;APAC:12.2;EM:2.6;Other:2.9
|
Value:-0.6;Growth:-0.2;Quality:-0.8;Size:-0.6;Momentum:-0.3;LowVol:-0.2
|
MaxPos8%;NoDerivatives
| 6
| 25
| 5.7
|
trailing 8%
| 185
| 19.2
|
Volatile
| 26.2
| 3.63
| 2.1
| 136
| 61
| 88
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 10
| 5
|
BrokerA
|
LMT
| 95
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 62
| -17
| 159
| 4
| false
|
Tax-aware sells next window
|
P7049
|
Hands-off
|
Roth
|
USD
|
2024-08-05
| 303,810
| 12,875
| 290,935
| 1
| 73.9
| 17.1
| 1.7
| 7.3
|
AAPL:17.8%;IEF:16.5%;HYG:11.7%;VNQ:22.2%;BRK.B:9.6%;VOO:22.2%
|
US:71.5;EU:7.1;APAC:10.9;EM:9.7;Other:0.8
|
Value:-0.0;Growth:-0.6;Quality:-0.6;Size:-0.9;Momentum:-0.6;LowVol:-0.0
| null | 10
| 30
| 4.8
|
trailing 8%
| 94
| 15.6
|
Volatile
| 23.6
| 5.34
| 2.5
| 155
| 63
| 70
| 67
| false
|
NoAction
|
Within bands; monitor
| 12
| -23
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| 9
| -45
| 125
| 5
| false
|
Increase defensive factor exposure
|
P7050
|
Active
|
IRA
|
USD
|
2025-02-22
| 1,566,117
| 117,086
| 1,449,031
| 1
| 56.6
| 20.5
| 15.6
| 7.2
|
XLF:25.0%;BRK.B:25.0%;VTI:25.0%;AAPL:25.0%
|
US:59.7;EU:17.8;APAC:14.2;EM:6.2;Other:2.0
|
Value:-0.6;Growth:+0.3;Quality:-0.9;Size:-0.9;Momentum:+0.2;LowVol:+0.2
|
MaxPos6%
| 6
| 35
| 4.5
|
hard 12%
| 154
| 21.2
|
Sideways
| 17.2
| 3.89
| 2.1
| 104
| 54
| 80
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -31
|
BrokerB
|
VWAP
| 91
| null | null |
Normal monitoring
| 3
| -40
| 131
| 3
| false
|
Increase defensive factor exposure
|
P7051
|
Systematic
|
Trust
|
USD
|
2025-07-26
| 787,825
| 33,825
| 754,000
| 1
| 68.2
| 23.2
| 1.8
| 6.8
|
VNQ:33.3%;AAPL:33.3%;TSLA:33.3%
|
US:68.2;EU:16.1;APAC:9.2;EM:3.0;Other:3.6
|
Value:-0.4;Growth:-0.1;Quality:+0.1;Size:+0.3;Momentum:+0.8;LowVol:-0.0
|
MaxPos5%
| 5
| 35
| 5
|
trailing 9%
| 221
| 26.6
|
Bull
| 12.1
| 3.77
| 3.2
| 91
| 0
| 47
| 55
| false
|
Buy
|
Add to core equity +1%
| 10
| -3
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| 82
| 9
| 219
| 3
| false
|
Tighten stops on momentum names
|
P7052
|
Cautious
|
Roth
|
USD
|
2025-01-01
| 425,807
| 41,681
| 384,126
| 1
| 47.5
| 34.4
| 5.1
| 13
|
BND:33.3%;BRK.B:33.3%;HYG:33.3%
|
US:66.9;EU:11.4;APAC:10.6;EM:10.6;Other:0.5
|
Value:+0.9;Growth:-0.2;Quality:-0.2;Size:-0.1;Momentum:+0.4;LowVol:+0.9
|
NoDerivatives;NoMargin
| 8
| 35
| 5.9
|
trailing 8%
| 148
| 16.6
|
Bear
| 33.5
| 3.41
| 1.2
| 180
| 36
| 79
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 18
| -8
|
BrokerA
|
MKT
| 92
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 43
| -26
| 169
| 2
| false
|
Monitor dispersion and breadth
|
P7053
|
Active
|
401k
|
USD
|
2025-10-06
| 2,141,027
| 225,839
| 1,915,188
| 1
| 53.9
| 19.8
| 20.7
| 5.7
|
BRK.B:21.7%;MSFT:15.6%;XLF:21.7%;AAPL:21.7%;VNQ:9.8%;MUB:9.3%
|
US:69.7;EU:10.8;APAC:5.8;EM:10.1;Other:3.6
|
Value:+0.9;Growth:+0.1;Quality:+0.8;Size:-0.6;Momentum:-0.2;LowVol:-0.7
|
NoDerivatives
| 7
| 35
| 5.9
|
hard 12%
| 160
| 27.7
|
Bull
| 15.2
| 4.62
| 3.1
| 99
| 2
| 53
| 51
| false
|
NoAction
|
Within bands; monitor
| 31
| -26
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| -49
| -60
| 85
| 3
| false
|
Within IPS guidelines
|
P7054
|
Active
|
IRA
|
USD
|
2025-08-17
| 1,504,835
| 148,576
| 1,356,259
| 1
| 56.7
| 23.3
| 12.1
| 7.9
|
IEF:13.5%;MSFT:21.5%;AAPL:13.4%;AMZN:13.6%;VOO:16.6%;TSLA:21.5%
|
US:64.1;EU:18.5;APAC:9.3;EM:7.9;Other:0.2
|
Value:+0.7;Growth:+0.5;Quality:-0.4;Size:0.0;Momentum:-0.4;LowVol:-0.9
| null | 10
| 35
| 5.6
|
hard 12%
| 155
| 26.2
|
Bull
| 15.1
| 4.95
| 2.4
| 117
| 56
| 67
| 54
| false
|
Sell
|
Trim extended winner -1%
| 20
| 8
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| 10
| -55
| 13
| 4
| false
|
Monitor dispersion and breadth
|
P7055
|
Cautious
|
Trust
|
USD
|
2025-07-08
| 307,355
| 27,861
| 279,494
| 1
| 40.8
| 32
| 12.5
| 14.7
|
TLT:14.5%;TSLA:20.2%;XLF:23.4%;BRK.B:23.4%;VTI:18.5%
|
US:76.6;EU:8.0;APAC:7.1;EM:6.7;Other:1.6
|
Value:-0.8;Growth:+0.3;Quality:+0.5;Size:-0.1;Momentum:+0.7;LowVol:+0.8
|
ESGOnly;NoMargin
| 6
| 30
| 4.5
|
trailing 8%
| 140
| 17.2
|
Bull
| 15.5
| 4.36
| 3.3
| 88
| 101
| 94
| 37
| false
|
Buy
|
Add to core equity +1%
| 33
| 7
|
BrokerA
|
VWAP
| 90
| null | null |
Normal monitoring
| 37
| -1
| 161
| 5
| false
|
Tighten stops on momentum names
|
P7056
|
Systematic
|
Trust
|
USD
|
2024-10-29
| 885,738
| 76,970
| 808,768
| 1
| 62.3
| 24.8
| 3
| 9.8
|
BRK.B:37.7%;GLD:24.6%;BND:37.7%
|
US:73.5;EU:8.5;APAC:10.7;EM:4.7;Other:2.6
|
Value:+0.3;Growth:+0.1;Quality:-0.8;Size:+1.0;Momentum:+0.2;LowVol:+0.2
|
MaxPos8%;NoDerivatives
| 5
| 30
| 4.3
|
hard 12%
| 130
| 27.4
|
Bear
| 22.9
| 4.32
| 1.7
| 166
| -20
| 32
| 53
| false
|
Sell
|
Trim extended winner -1%
| 35
| -13
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 84
| -15
| 130
| 3
| false
|
Tax-aware sells next window
|
P7057
|
Cautious
|
IRA
|
USD
|
2024-12-21
| 739,233
| 86,725
| 652,508
| 1
| 35.6
| 42.2
| 5.1
| 17.1
|
HYG:24.3%;BND:25.2%;BRK.B:25.2%;VOO:25.2%
|
US:72.9;EU:6.1;APAC:10.7;EM:7.7;Other:2.6
|
Value:0.0;Growth:+0.9;Quality:+0.1;Size:+0.9;Momentum:+0.4;LowVol:+0.4
|
MaxPos6%;NoMargin
| 5
| 30
| 4.4
|
trailing 8%
| 146
| 17.6
|
Volatile
| 25.8
| 4.13
| 2.7
| 124
| -18
| 46
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| 0
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| -28
| -32
| -14
| 3
| false
|
Tighten stops on momentum names
|
P7058
|
Opportunistic
|
401k
|
USD
|
2025-06-20
| 1,216,223
| 70,325
| 1,145,898
| 1
| 60.4
| 16.7
| 14
| 8.9
|
TLT:30.8%;GLD:30.8%;BRK.B:17.7%;XLF:20.7%
|
US:65.1;EU:11.9;APAC:9.6;EM:10.5;Other:2.9
|
Value:+0.9;Growth:-0.4;Quality:+0.4;Size:+0.5;Momentum:-0.2;LowVol:-0.2
| null | 6
| 35
| 4.2
|
trailing 9%
| 230
| 28.6
|
Sideways
| 20.4
| 4.38
| 3.2
| 117
| 23
| 53
| 49
| false
|
Buy
|
Add to core equity +1%
| -5
| -36
|
BrokerB
|
LMT
| 88
| null | null |
Normal monitoring
| 119
| -19
| 99
| 3
| false
|
Increase defensive factor exposure
|
P7059
|
Cautious
|
Taxable
|
USD
|
2024-11-29
| 858,746
| 114,898
| 743,848
| 1
| 50.1
| 35.4
| 0
| 14.5
|
HYG:35.6%;TSLA:28.8%;MSFT:35.6%
|
US:70.2;EU:13.9;APAC:5.6;EM:5.8;Other:4.4
|
Value:+0.4;Growth:-0.6;Quality:-0.2;Size:+0.2;Momentum:-0.8;LowVol:-0.4
|
ESGOnly;NoMargin
| 6
| 30
| 3.7
|
trailing 8%
| 97
| 14.7
|
Sideways
| 20.4
| 3.61
| 2.3
| 118
| 25
| 70
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| 5
|
BrokerA
|
VWAP
| 85
| null | null |
Normal monitoring
| 120
| 10
| 195
| 4
| false
|
Tighten stops on momentum names
|
P7060
|
Opportunistic
|
Trust
|
USD
|
2025-11-21
| 898,730
| 68,118
| 830,612
| 1
| 64
| 21.1
| 8.4
| 6.5
|
VTI:33.3%;QQQ:33.3%;AAPL:33.3%
|
US:63.6;EU:13.9;APAC:10.9;EM:8.3;Other:3.4
|
Value:+0.5;Growth:+0.4;Quality:+0.8;Size:+0.4;Momentum:-0.5;LowVol:-0.9
|
MaxPos8%;NoDerivatives
| 7
| 30
| 6.7
|
hard 12%
| 223
| 29.1
|
Bull
| 11.2
| 4.08
| 2.1
| 87
| 40
| 74
| 39
| false
|
Sell
|
Trim extended winner -1%
| 5
| -4
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -30
| -43
| 19
| 5
| false
|
Within IPS guidelines
|
P7061
|
Hands-off
|
Roth
|
USD
|
2024-10-09
| 613,663
| 35,198
| 578,465
| 1
| 66.4
| 24.8
| 3
| 5.8
|
VNQ:23.2%;VOO:13.4%;BND:17.0%;XLF:23.2%;MUB:23.2%
|
US:56.2;EU:18.9;APAC:13.3;EM:7.6;Other:4.1
|
Value:-0.3;Growth:-0.8;Quality:-0.9;Size:+0.3;Momentum:+0.5;LowVol:+0.1
| null | 10
| 25
| 4
|
trailing 8%
| 111
| 18.7
|
Bear
| 34.8
| 3.95
| 1.9
| 199
| -33
| 41
| 95
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -15
| -38
|
BrokerC
|
MKT
| 93
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 112
| -55
| 192
| 5
| false
|
Increase defensive factor exposure
|
P7062
|
Hands-off
|
Trust
|
USD
|
2024-10-21
| 456,734
| 40,756
| 415,978
| 1
| 68.4
| 24.7
| 0.9
| 6
|
QQQ:25.5%;MSFT:25.5%;AMZN:25.5%;GLD:23.5%
|
US:64.7;EU:15.0;APAC:12.7;EM:6.8;Other:0.8
|
Value:+0.9;Growth:-0.7;Quality:-0.6;Size:+0.3;Momentum:-0.8;LowVol:+0.1
|
MaxPos5%
| 10
| 35
| 5
|
hard 10%
| 156
| 15.5
|
Volatile
| 28.4
| 4.69
| 3.2
| 174
| -36
| 21
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 8
| 13
|
BrokerD
|
LMT
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 119
| -58
| 171
| 2
| false
|
Within IPS guidelines
|
P7063
|
Cautious
|
Taxable
|
USD
|
2025-10-06
| 262,959
| 35,435
| 227,524
| 1
| 35.5
| 38.6
| 13.7
| 12.2
|
VOO:21.1%;AAPL:21.1%;MUB:21.1%;IEF:11.5%;VTI:15.6%;TLT:9.7%
|
US:64.7;EU:21.8;APAC:7.5;EM:4.4;Other:1.6
|
Value:-0.0;Growth:+0.3;Quality:+0.7;Size:-0.9;Momentum:-0.7;LowVol:+0.6
|
ESGOnly;MaxPos5%;NoMargin
| 5
| 30
| 4.7
|
hard 10%
| 112
| 19.1
|
Bull
| 17.6
| 4.51
| 2.9
| 81
| 74
| 85
| 28
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| 2
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| -33
| -50
| 27
| 3
| false
|
Within IPS guidelines
|
P7064
|
Systematic
|
Roth
|
USD
|
2025-11-14
| 1,412,986
| 129,694
| 1,283,292
| 1
| 58.9
| 25.5
| 6.8
| 8.9
|
TLT:16.4%;VTI:11.9%;HYG:13.1%;AAPL:18.3%;BRK.B:20.2%;VNQ:20.2%
|
US:62.2;EU:15.9;APAC:12.8;EM:4.7;Other:4.4
|
Value:+0.7;Growth:-0.5;Quality:+0.2;Size:-0.5;Momentum:0.0;LowVol:-0.4
| null | 8
| 25
| 4.5
|
trailing 8%
| 127
| 26.6
|
Bear
| 26.2
| 3.02
| 2.2
| 198
| 27
| 67
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -11
| -38
|
BrokerA
|
LMT
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 42
| -50
| 181
| 2
| false
|
Tighten stops on momentum names
|
P7065
|
Active
|
Trust
|
USD
|
2025-07-14
| 1,684,754
| 122,407
| 1,562,347
| 1.06
| 62.9
| 21.9
| 8.2
| 7
|
IEF:11.7%;QQQ:25.5%;BRK.B:25.5%;MSFT:13.0%;VOO:24.4%
|
US:70.6;EU:6.9;APAC:9.8;EM:9.0;Other:3.7
|
Value:-0.6;Growth:-0.6;Quality:-0.1;Size:-0.9;Momentum:-0.7;LowVol:+0.6
|
MaxPos7%
| 8
| 25
| 4.8
|
trailing 8%
| 185
| 26.8
|
Sideways
| 17.3
| 4.93
| 2.7
| 101
| -7
| 31
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| -16
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| 37
| -45
| 104
| 4
| false
|
Monitor dispersion and breadth
|
P7066
|
Hands-off
|
Roth
|
USD
|
2025-03-06
| 229,132
| 14,058
| 215,074
| 1
| 58.4
| 25.8
| 7.8
| 7.9
|
VOO:20.0%;IEF:16.5%;MSFT:18.5%;GLD:11.2%;TSLA:15.8%;BND:17.9%
|
US:58.8;EU:15.3;APAC:10.4;EM:10.0;Other:5.5
|
Value:-0.1;Growth:+0.9;Quality:-0.5;Size:-0.6;Momentum:+1.0;LowVol:+0.1
|
ESGOnly;MaxPos7%
| 10
| 25
| 5.9
|
trailing 8%
| 120
| 15.7
|
Sideways
| 19.2
| 4.38
| 2.4
| 97
| -8
| 48
| 57
| false
|
Sell
|
Trim extended winner -1%
| 34
| -39
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 112
| -36
| 131
| 3
| false
|
Tax-aware sells next window
|
P7067
|
Systematic
|
IRA
|
USD
|
2025-08-11
| 1,349,857
| 90,409
| 1,259,448
| 1
| 56
| 33.6
| 4.4
| 6
|
TLT:22.4%;GLD:8.7%;MUB:18.9%;MSFT:8.2%;VNQ:22.4%;XLF:19.5%
|
US:72.3;EU:8.3;APAC:6.7;EM:6.9;Other:5.8
|
Value:-0.8;Growth:+0.3;Quality:+0.1;Size:-0.6;Momentum:-0.2;LowVol:-0.8
| null | 6
| 25
| 4.7
|
hard 12%
| 131
| 27.5
|
Volatile
| 23.7
| 3.95
| 3.6
| 143
| -54
| 16
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| 14
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| -21
| 19
| -60
| 3
| false
|
Tax-aware sells next window
|
P7068
|
Opportunistic
|
Taxable
|
USD
|
2024-07-14
| 1,048,670
| 60,053
| 988,617
| 1
| 75.9
| 13.5
| 3.6
| 6.9
|
TLT:22.4%;HYG:13.2%;BND:9.2%;TSLA:22.4%;AMZN:16.7%;GLD:16.0%
|
US:66.8;EU:12.5;APAC:12.8;EM:7.7;Other:0.3
|
Value:+0.7;Growth:-0.4;Quality:+0.5;Size:-0.7;Momentum:+0.5;LowVol:+0.1
|
NoDerivatives
| 8
| 25
| 5.3
|
trailing 9%
| 259
| 22.1
|
Bull
| 17.4
| 3.56
| 2.1
| 79
| 101
| 100
| 66
| false
|
Buy
|
Add to core equity +1%
| -9
| 10
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 90
| 1
| 50
| 4
| false
|
Tax-aware sells next window
|
P7069
|
Opportunistic
|
Trust
|
USD
|
2025-05-21
| 458,477
| 37,149
| 421,328
| 1.24
| 62.3
| 19
| 12.5
| 6.2
|
AMZN:23.3%;VNQ:15.5%;QQQ:16.6%;MUB:21.3%;VTI:23.3%
|
US:69.1;EU:6.3;APAC:11.9;EM:7.7;Other:5.2
|
Value:+0.7;Growth:-0.3;Quality:+0.6;Size:-0.5;Momentum:+0.5;LowVol:-0.5
|
NoDerivatives
| 7
| 35
| 6.6
|
trailing 7%
| 168
| 27.6
|
Volatile
| 21.9
| 5.2
| 4
| 157
| -6
| 35
| 55
| false
|
Buy
|
Add to core equity +1%
| 31
| 9
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 115
| -3
| 251
| 5
| false
|
Tighten stops on momentum names
|
P7070
|
Hands-off
|
Taxable
|
USD
|
2024-11-28
| 488,629
| 23,366
| 465,263
| 1
| 70.2
| 20.1
| 0.7
| 9
|
MUB:33.3%;TSLA:33.3%;IEF:33.3%
|
US:58.0;EU:12.8;APAC:13.5;EM:11.9;Other:3.8
|
Value:+0.9;Growth:-0.5;Quality:-0.8;Size:-0.1;Momentum:-0.3;LowVol:+0.2
|
ESGOnly;NoDerivatives
| 7
| 30
| 4.4
|
trailing 8%
| 128
| 16.9
|
Sideways
| 14.3
| 4.1
| 2.7
| 117
| 57
| 74
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -12
|
BrokerA
|
VWAP
| 87
| null | null |
Normal monitoring
| 25
| 1
| 157
| 3
| false
|
Tax-aware sells next window
|
P7071
|
Cautious
|
IRA
|
USD
|
2024-07-29
| 685,689
| 57,133
| 628,556
| 1
| 40.2
| 41.2
| 5.4
| 13.2
|
MSFT:33.3%;MUB:33.3%;XLF:33.3%
|
US:62.8;EU:18.7;APAC:8.3;EM:5.6;Other:4.6
|
Value:+0.6;Growth:-0.3;Quality:-0.2;Size:-0.6;Momentum:+0.3;LowVol:+0.9
|
ESGOnly;NoMargin
| 7
| 30
| 5.6
|
trailing 8%
| 127
| 18.4
|
Sideways
| 19.7
| 4.94
| 3.3
| 133
| -25
| 47
| 51
| false
|
NoAction
|
Within bands; monitor
| -7
| -15
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| 35
| -31
| 21
| 4
| false
|
Increase defensive factor exposure
|
P7072
|
Hands-off
|
IRA
|
USD
|
2024-07-04
| 482,273
| 47,881
| 434,392
| 1
| 57.9
| 27.4
| 8.7
| 6.1
|
AAPL:33.3%;BND:33.3%;TLT:33.3%
|
US:71.0;EU:5.8;APAC:12.0;EM:8.9;Other:2.4
|
Value:+0.6;Growth:-0.7;Quality:-1.0;Size:0.0;Momentum:+0.8;LowVol:-1.0
|
ESGOnly;MaxPos5%
| 10
| 30
| 6
|
trailing 8%
| 110
| 17.6
|
Volatile
| 25.8
| 5.26
| 2.1
| 153
| 36
| 76
| 60
| false
|
Buy
|
Add to core equity +1%
| -9
| -18
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| -50
| -35
| -73
| 4
| false
|
Tighten stops on momentum names
|
P7073
|
Active
|
IRA
|
USD
|
2025-06-08
| 2,247,025
| 165,937
| 2,081,088
| 1
| 57.9
| 29.6
| 4.7
| 7.8
|
GLD:8.0%;HYG:13.9%;MUB:14.1%;AAPL:22.8%;MSFT:22.8%;VOO:18.4%
|
US:72.8;EU:8.4;APAC:6.0;EM:8.8;Other:4.1
|
Value:0.0;Growth:-0.7;Quality:+0.4;Size:-0.4;Momentum:-0.2;LowVol:+0.3
| null | 10
| 35
| 5.1
|
trailing 9%
| 228
| 25.1
|
Bear
| 32.8
| 3.55
| 1.4
| 196
| 34
| 61
| 87
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -36
|
BrokerA
|
MKT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 91
| -29
| 200
| 3
| false
|
Tax-aware sells next window
|
P7074
|
Opportunistic
|
401k
|
USD
|
2025-06-13
| 916,578
| 28,096
| 888,482
| 1.05
| 69.5
| 13.8
| 11.7
| 5
|
TLT:22.3%;MUB:22.3%;MSFT:22.3%;TSLA:22.3%;BRK.B:10.7%
|
US:63.2;EU:13.5;APAC:12.9;EM:8.0;Other:2.4
|
Value:-0.1;Growth:+0.1;Quality:-0.4;Size:+0.4;Momentum:+0.4;LowVol:-0.6
|
NoDerivatives
| 10
| 25
| 5.8
|
hard 12%
| 170
| 23.5
|
Bull
| 11.2
| 4.18
| 2.4
| 73
| 10
| 48
| 52
| false
|
Sell
|
Trim extended winner -1%
| -14
| -20
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 63
| -31
| 128
| 3
| false
|
Tighten stops on momentum names
|
P7075
|
Systematic
|
Roth
|
USD
|
2024-11-10
| 991,749
| 56,788
| 934,961
| 1
| 69.5
| 21.5
| 3.6
| 5.4
|
MSFT:27.6%;TSLA:27.6%;XLF:17.3%;TLT:27.6%
|
US:60.9;EU:18.9;APAC:6.0;EM:10.3;Other:3.8
|
Value:+0.4;Growth:-0.8;Quality:-0.6;Size:+0.8;Momentum:0.0;LowVol:+0.2
|
MaxPos6%
| 5
| 25
| 4.8
|
trailing 8%
| 214
| 18.3
|
Bull
| 17
| 4.38
| 3.1
| 120
| 18
| 64
| 46
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| 5
|
BrokerB
|
MKT
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -36
| -16
| 53
| 5
| false
|
Increase defensive factor exposure
|
P7076
|
Cautious
|
IRA
|
USD
|
2024-10-06
| 395,630
| 62,602
| 333,028
| 1
| 39.3
| 45
| 3.4
| 12.3
|
MSFT:17.5%;AMZN:20.0%;XLF:16.2%;TSLA:18.1%;AAPL:10.6%;TLT:17.7%
|
US:67.0;EU:16.7;APAC:7.4;EM:7.6;Other:1.2
|
Value:+0.6;Growth:-0.7;Quality:+0.9;Size:-0.4;Momentum:+0.4;LowVol:-0.9
|
ESGOnly;NoMargin
| 6
| 30
| 4.7
|
trailing 10%
| 132
| 14
|
Volatile
| 21.2
| 3.85
| 4
| 131
| -9
| 56
| 45
| false
|
Sell
|
Trim extended winner -1%
| -4
| 4
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 107
| 0
| 139
| 3
| false
|
Within IPS guidelines
|
P7077
|
Hands-off
|
Roth
|
USD
|
2024-08-14
| 498,104
| 45,483
| 452,621
| 1
| 56.5
| 23
| 10.7
| 9.9
|
VNQ:22.3%;AAPL:22.3%;VTI:20.6%;VOO:22.3%;TLT:12.5%
|
US:61.1;EU:11.7;APAC:12.3;EM:10.8;Other:4.2
|
Value:-0.4;Growth:-0.0;Quality:-0.9;Size:-0.9;Momentum:+0.6;LowVol:-0.6
|
ESGOnly
| 10
| 25
| 3.2
|
trailing 8%
| 170
| 16.5
|
Bear
| 30
| 3.77
| 2.3
| 199
| 16
| 62
| 79
| true
|
Rebalance
|
Rebalance back to target bands
| 22
| -34
|
BrokerB
|
LMT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -3
| -17
| 43
| 5
| false
|
Increase defensive factor exposure
|
P7078
|
Systematic
|
IRA
|
USD
|
2024-11-05
| 429,512
| 25,432
| 404,080
| 1
| 65.4
| 26.8
| 0
| 7.8
|
BRK.B:21.5%;QQQ:21.1%;AAPL:14.3%;VNQ:21.5%;BND:21.5%
|
US:68.0;EU:17.7;APAC:9.1;EM:4.9;Other:0.4
|
Value:0.0;Growth:-0.5;Quality:+0.6;Size:+0.7;Momentum:+0.2;LowVol:-0.3
|
MaxPos6%
| 8
| 35
| 4.2
|
hard 12%
| 171
| 25.5
|
Bear
| 22.4
| 3.52
| 1.8
| 179
| 20
| 45
| 66
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| -2
|
BrokerD
|
LMT
| 90
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -27
| -4
| -45
| 4
| false
|
Monitor dispersion and breadth
|
P7079
|
Active
|
Taxable
|
USD
|
2025-05-28
| 830,743
| 99,599
| 731,144
| 1
| 63.3
| 27.5
| 2.3
| 6.8
|
MSFT:8.4%;TSLA:13.1%;VNQ:20.8%;BND:18.4%;VTI:20.8%;MUB:18.5%
|
US:54.1;EU:18.8;APAC:12.4;EM:11.0;Other:3.7
|
Value:-0.3;Growth:-0.6;Quality:-0.6;Size:-0.3;Momentum:-0.2;LowVol:+0.7
|
MaxPos8%
| 6
| 35
| 4.6
|
hard 12%
| 154
| 26.1
|
Volatile
| 30.3
| 4.67
| 2.4
| 152
| 21
| 46
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| -14
|
BrokerD
|
LMT
| 85
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -10
| -25
| -5
| 4
| false
|
Within IPS guidelines
|
P7080
|
Active
|
Taxable
|
USD
|
2024-11-23
| 2,170,755
| 141,207
| 2,029,548
| 1
| 51.2
| 25.6
| 16.3
| 6.9
|
VOO:14.0%;BRK.B:22.7%;GLD:11.6%;XLF:17.0%;VTI:12.0%;QQQ:22.7%
|
US:78.4;EU:7.6;APAC:7.3;EM:4.6;Other:2.1
|
Value:+0.3;Growth:0.0;Quality:+0.6;Size:+0.4;Momentum:-0.3;LowVol:-0.4
|
MaxPos5%;NoDerivatives
| 7
| 25
| 5.9
|
trailing 8%
| 219
| 21.5
|
Volatile
| 26.1
| 3.58
| 3.9
| 115
| 25
| 65
| 68
| false
|
Sell
|
Trim extended winner -1%
| 34
| -35
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| -20
| -29
| -14
| 4
| false
|
Monitor dispersion and breadth
|
P7081
|
Opportunistic
|
Taxable
|
USD
|
2025-04-21
| 1,520,374
| 68,970
| 1,451,404
| 1.08
| 68.7
| 11.4
| 14.4
| 5.5
|
IEF:33.3%;XLF:33.3%;VTI:33.3%
|
US:57.4;EU:18.2;APAC:16.8;EM:5.8;Other:1.9
|
Value:-0.1;Growth:+0.3;Quality:-0.5;Size:0.0;Momentum:+0.9;LowVol:-0.9
| null | 10
| 25
| 4.9
|
trailing 7%
| 276
| 25.3
|
Bull
| 18
| 4.7
| 2.9
| 90
| 109
| 95
| 59
| false
|
Buy
|
Add to core equity +1%
| 26
| -25
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 5
| -1
| -13
| 3
| false
|
Monitor dispersion and breadth
|
P7082
|
Hands-off
|
Trust
|
USD
|
2025-10-08
| 241,545
| 18,800
| 222,745
| 1
| 67.5
| 23.6
| 3.1
| 5.7
|
TLT:23.7%;TSLA:21.7%;AMZN:23.7%;VNQ:20.4%;HYG:10.4%
|
US:68.2;EU:5.1;APAC:11.3;EM:10.6;Other:4.8
|
Value:-0.6;Growth:+0.9;Quality:+0.7;Size:+0.3;Momentum:+0.9;LowVol:+0.2
|
ESGOnly
| 5
| 25
| 3.4
|
trailing 8%
| 144
| 15.5
|
Volatile
| 23.2
| 4.06
| 2.2
| 145
| -52
| 26
| 56
| false
|
Buy
|
Add to core equity +1%
| -8
| -25
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 57
| -33
| 125
| 5
| false
|
Tax-aware sells next window
|
P7083
|
Cautious
|
Trust
|
USD
|
2025-10-13
| 417,499
| 33,784
| 383,715
| 1
| 47.6
| 38
| 0
| 14.4
|
AMZN:33.3%;QQQ:33.3%;VTI:33.3%
|
US:62.2;EU:10.5;APAC:9.9;EM:11.8;Other:5.6
|
Value:-0.8;Growth:-0.4;Quality:+0.2;Size:-0.8;Momentum:-0.1;LowVol:-0.9
|
ESGOnly;MaxPos6%;NoMargin
| 10
| 35
| 5.7
|
trailing 8%
| 132
| 14.7
|
Bull
| 16.4
| 3.54
| 2.7
| 117
| 94
| 100
| 47
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 20
| -38
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| -37
| -41
| -19
| 4
| false
|
Increase defensive factor exposure
|
P7084
|
Cautious
|
IRA
|
USD
|
2025-07-17
| 494,004
| 61,812
| 432,192
| 1
| 43.5
| 35.5
| 8.2
| 12.7
|
TSLA:24.1%;TLT:15.0%;QQQ:12.7%;AAPL:24.1%;GLD:24.1%
|
US:65.8;EU:12.2;APAC:11.5;EM:8.4;Other:2.1
|
Value:+0.3;Growth:-0.3;Quality:-0.6;Size:+0.9;Momentum:+0.6;LowVol:+0.3
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 8
| 30
| 5.4
|
trailing 8%
| 169
| 15.9
|
Bull
| 15.4
| 4.86
| 2.3
| 75
| 3
| 50
| 44
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 7
| -14
|
BrokerC
|
LMT
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 8
| 4
| 118
| 5
| false
|
Tax-aware sells next window
|
P7085
|
Opportunistic
|
IRA
|
USD
|
2024-10-15
| 971,257
| 35,437
| 935,820
| 1
| 62.5
| 15
| 14.9
| 7.7
|
GLD:33.5%;QQQ:33.5%;BRK.B:33.0%
|
US:79.6;EU:8.2;APAC:7.1;EM:4.6;Other:0.5
|
Value:+0.5;Growth:-0.4;Quality:+0.3;Size:-0.4;Momentum:+0.8;LowVol:+1.0
|
NoDerivatives
| 7
| 35
| 5.8
|
hard 12%
| 271
| 27.4
|
Volatile
| 24.4
| 4.55
| 3.8
| 158
| 3
| 48
| 57
| false
|
Sell
|
Trim extended winner -1%
| 20
| -20
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| 50
| 9
| 67
| 4
| false
|
Within IPS guidelines
|
P7086
|
Active
|
Roth
|
USD
|
2024-08-12
| 2,110,910
| 135,358
| 1,975,552
| 1
| 56.3
| 30.5
| 4.3
| 8.9
|
IEF:34.9%;HYG:34.9%;QQQ:30.2%
|
US:65.8;EU:15.8;APAC:5.7;EM:9.2;Other:3.5
|
Value:+0.1;Growth:-0.6;Quality:-0.8;Size:-0.6;Momentum:+0.8;LowVol:-0.2
|
NoDerivatives
| 6
| 25
| 5.5
|
trailing 9%
| 128
| 22.9
|
Sideways
| 18.2
| 3.88
| 2.9
| 123
| -14
| 36
| 51
| false
|
Sell
|
Trim extended winner -1%
| 17
| -3
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| -10
| -13
| 123
| 4
| false
|
Tighten stops on momentum names
|
P7087
|
Hands-off
|
401k
|
USD
|
2025-08-28
| 758,917
| 65,447
| 693,470
| 1
| 70.8
| 23.4
| 0
| 5.8
|
VNQ:12.9%;QQQ:26.4%;AMZN:12.7%;BND:26.4%;VOO:21.7%
|
US:63.3;EU:15.1;APAC:14.1;EM:3.6;Other:3.9
|
Value:-0.5;Growth:-0.9;Quality:+0.6;Size:-0.8;Momentum:-0.2;LowVol:0.0
| null | 5
| 30
| 3
|
trailing 8%
| 138
| 17.4
|
Sideways
| 21.5
| 3.62
| 3.2
| 125
| 34
| 77
| 58
| false
|
Sell
|
Trim extended winner -1%
| 5
| 13
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| -57
| 9
| 31
| 4
| false
|
Within IPS guidelines
|
P7088
|
Active
|
Taxable
|
USD
|
2025-04-30
| 1,560,926
| 167,830
| 1,393,096
| 1.18
| 57
| 26
| 8
| 8.9
|
VNQ:27.6%;XLF:27.6%;TSLA:17.1%;TLT:27.6%
|
US:69.4;EU:15.2;APAC:9.1;EM:3.4;Other:3.0
|
Value:+0.4;Growth:-0.7;Quality:0.0;Size:-0.5;Momentum:-0.8;LowVol:-0.0
|
MaxPos5%;NoDerivatives
| 5
| 25
| 5.4
|
trailing 9%
| 135
| 21.1
|
Volatile
| 25.2
| 5.13
| 2.3
| 122
| -44
| 35
| 60
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 30
| -12
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 8
| -7
| 74
| 3
| false
|
Within IPS guidelines
|
P7089
|
Systematic
|
401k
|
USD
|
2024-09-03
| 1,205,452
| 91,589
| 1,113,863
| 1
| 59.8
| 30.2
| 4.1
| 5.9
|
VTI:20.4%;TLT:20.1%;BND:23.6%;TSLA:23.6%;HYG:12.3%
|
US:62.3;EU:15.8;APAC:13.7;EM:7.8;Other:0.5
|
Value:+0.7;Growth:-0.9;Quality:-0.1;Size:-1.0;Momentum:+0.5;LowVol:-0.3
|
MaxPos8%
| 5
| 25
| 5.8
|
trailing 9%
| 131
| 25.4
|
Volatile
| 20.7
| 4.47
| 3.3
| 130
| -9
| 45
| 60
| false
|
NoAction
|
Within bands; monitor
| 26
| 1
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 90
| -54
| 171
| 4
| false
|
Within IPS guidelines
|
P7090
|
Active
|
Trust
|
USD
|
2025-12-12
| 907,622
| 66,731
| 840,891
| 1.24
| 57.2
| 19.6
| 14.8
| 8.4
|
GLD:14.7%;MUB:22.8%;QQQ:22.8%;TSLA:16.7%;AAPL:22.8%
|
US:78.2;EU:8.3;APAC:8.9;EM:3.4;Other:1.3
|
Value:-0.2;Growth:+0.6;Quality:+0.8;Size:-0.9;Momentum:-0.2;LowVol:+1.0
|
MaxPos5%
| 5
| 35
| 5.6
|
trailing 9%
| 149
| 21.6
|
Bull
| 15.9
| 3.52
| 3.5
| 109
| 77
| 73
| 48
| false
|
Sell
|
Trim extended winner -1%
| 35
| -24
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 63
| -23
| 52
| 4
| false
|
Tighten stops on momentum names
|
P7091
|
Cautious
|
Roth
|
USD
|
2024-09-01
| 664,808
| 61,566
| 603,242
| 1
| 47.3
| 41.1
| 0
| 11.5
|
VTI:23.4%;MUB:13.2%;IEF:23.4%;XLF:16.5%;VOO:23.4%
|
US:76.7;EU:6.8;APAC:6.5;EM:8.8;Other:1.2
|
Value:+0.5;Growth:+0.6;Quality:-0.4;Size:-0.1;Momentum:+0.1;LowVol:-0.4
|
ESGOnly;MaxPos5%;NoDerivatives;NoMargin
| 7
| 25
| 5.6
|
trailing 10%
| 127
| 19.9
|
Volatile
| 23
| 4.66
| 2.9
| 163
| 77
| 89
| 47
| false
|
Buy
|
Add to core equity +1%
| 5
| 1
|
BrokerA
|
VWAP
| 89
| null | null |
Normal monitoring
| 22
| -13
| 57
| 3
| false
|
Tax-aware sells next window
|
P7092
|
Opportunistic
|
Taxable
|
USD
|
2025-06-04
| 1,248,688
| 65,296
| 1,183,392
| 1.13
| 68.4
| 17
| 6.7
| 8
|
QQQ:22.0%;IEF:22.0%;HYG:13.9%;VTI:20.2%;TLT:22.0%
|
US:65.5;EU:10.6;APAC:16.8;EM:6.9;Other:0.3
|
Value:-0.5;Growth:+0.2;Quality:+0.2;Size:+0.5;Momentum:-0.4;LowVol:+0.5
| null | 7
| 25
| 5
|
hard 12%
| 236
| 24.8
|
Bull
| 17.9
| 4.73
| 2.8
| 112
| 2
| 42
| 54
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 18
| -11
|
BrokerC
|
VWAP
| 99
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 23
| -36
| 32
| 5
| false
|
Increase defensive factor exposure
|
P7093
|
Cautious
|
Taxable
|
USD
|
2024-10-06
| 175,200
| 15,920
| 159,280
| 1
| 50.9
| 32.4
| 0
| 16.8
|
AMZN:33.6%;XLF:33.6%;MSFT:32.8%
|
US:59.2;EU:16.9;APAC:9.8;EM:11.2;Other:2.9
|
Value:+0.4;Growth:+0.3;Quality:+0.2;Size:+0.2;Momentum:-0.5;LowVol:+0.6
|
NoMargin
| 10
| 25
| 3.7
|
trailing 10%
| 128
| 14.3
|
Volatile
| 23.1
| 4.87
| 4
| 170
| 79
| 93
| 49
| false
|
Sell
|
Trim extended winner -1%
| 26
| -25
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| 118
| 17
| 198
| 5
| false
|
Increase defensive factor exposure
|
P7094
|
Hands-off
|
401k
|
USD
|
2025-03-12
| 669,653
| 53,431
| 616,222
| 1
| 65.5
| 25.1
| 3.1
| 6.3
|
VTI:30.2%;QQQ:34.9%;MSFT:34.9%
|
US:65.8;EU:6.4;APAC:14.4;EM:8.5;Other:4.8
|
Value:+0.9;Growth:+0.6;Quality:-0.2;Size:+0.2;Momentum:+1.0;LowVol:-0.1
|
ESGOnly
| 10
| 25
| 3.9
|
trailing 8%
| 166
| 19.3
|
Sideways
| 21.5
| 4.17
| 3.1
| 117
| 38
| 67
| 62
| false
|
Sell
|
Trim extended winner -1%
| 6
| -32
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 91
| 14
| 218
| 4
| false
|
Tax-aware sells next window
|
P7095
|
Opportunistic
|
Trust
|
USD
|
2025-01-18
| 588,724
| 27,919
| 560,805
| 1
| 70.8
| 13.7
| 8
| 7.4
|
TLT:19.5%;XLF:26.8%;VNQ:26.8%;AAPL:26.8%
|
US:71.9;EU:6.3;APAC:11.2;EM:10.0;Other:0.6
|
Value:+0.1;Growth:+0.4;Quality:+1.0;Size:+0.3;Momentum:+0.5;LowVol:-0.9
|
MaxPos5%
| 8
| 25
| 6.3
|
trailing 7%
| 254
| 33.6
|
Bear
| 32.3
| 3.45
| 2.4
| 187
| 31
| 62
| 82
| true
|
Rebalance
|
Rebalance back to target bands
| 0
| -2
|
BrokerD
|
MKT
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -28
| -27
| -55
| 2
| false
|
Monitor dispersion and breadth
|
P7096
|
Hands-off
|
Taxable
|
USD
|
2024-11-19
| 545,135
| 53,619
| 491,516
| 1
| 68.9
| 24.3
| 0
| 6.8
|
AMZN:20.0%;GLD:9.4%;MUB:23.5%;MSFT:23.5%;VNQ:23.5%
|
US:65.7;EU:14.3;APAC:9.9;EM:9.3;Other:0.8
|
Value:+0.8;Growth:+0.1;Quality:-0.4;Size:-0.7;Momentum:+0.8;LowVol:-0.5
| null | 10
| 35
| 5.3
|
trailing 8%
| 100
| 19.4
|
Sideways
| 17
| 4.46
| 2.2
| 118
| 8
| 56
| 57
| false
|
Sell
|
Trim extended winner -1%
| 22
| -28
|
BrokerA
|
VWAP
| 96
| null | null |
Normal monitoring
| -2
| -7
| 31
| 4
| false
|
Tax-aware sells next window
|
P7097
|
Hands-off
|
Roth
|
USD
|
2025-11-10
| 534,271
| 23,182
| 511,089
| 1
| 65.1
| 28.1
| 0
| 6.7
|
XLF:23.6%;IEF:25.5%;TSLA:25.5%;AAPL:25.5%
|
US:69.4;EU:14.9;APAC:5.0;EM:10.3;Other:0.5
|
Value:-0.6;Growth:0.0;Quality:-0.9;Size:-0.8;Momentum:-0.1;LowVol:-0.1
|
NoDerivatives
| 10
| 30
| 5.1
|
trailing 8%
| 126
| 17.2
|
Volatile
| 27.7
| 4.12
| 2.3
| 119
| -8
| 53
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| -18
|
BrokerD
|
VWAP
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 69
| -40
| 36
| 5
| false
|
Within IPS guidelines
|
P7098
|
Hands-off
|
Roth
|
USD
|
2024-12-28
| 225,973
| 13,104
| 212,869
| 1
| 73.9
| 17.4
| 0.8
| 7.9
|
TLT:9.1%;VOO:13.8%;VNQ:23.0%;IEF:19.9%;MSFT:11.2%;BRK.B:23.0%
|
US:67.5;EU:8.5;APAC:14.8;EM:5.4;Other:3.8
|
Value:-0.5;Growth:+0.9;Quality:-0.9;Size:+0.5;Momentum:-0.1;LowVol:+0.2
|
ESGOnly;MaxPos5%;NoDerivatives
| 8
| 30
| 5.2
|
hard 10%
| 146
| 15.2
|
Bear
| 27.9
| 4.16
| 2.4
| 184
| -72
| 18
| 80
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| 6
|
BrokerC
|
VWAP
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 31
| -11
| 137
| 5
| false
|
Tighten stops on momentum names
|
P7099
|
Active
|
Trust
|
USD
|
2025-10-18
| 898,168
| 54,927
| 843,241
| 1.14
| 50.1
| 19.1
| 21
| 9.7
|
TLT:20.8%;VNQ:27.8%;XLF:27.8%;HYG:23.6%
|
US:61.1;EU:22.1;APAC:10.6;EM:3.7;Other:2.5
|
Value:-0.4;Growth:+0.3;Quality:+0.5;Size:-0.9;Momentum:+1.0;LowVol:0.0
|
NoDerivatives
| 8
| 35
| 4.3
|
trailing 8%
| 212
| 21.7
|
Volatile
| 23.8
| 3.56
| 2.7
| 178
| 39
| 71
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -35
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| 46
| 12
| 132
| 4
| false
|
Tighten stops on momentum names
|
P7100
|
Cautious
|
Trust
|
USD
|
2025-03-03
| 391,015
| 34,300
| 356,715
| 1
| 48.6
| 37.5
| 0
| 13.9
|
VNQ:33.3%;MUB:33.3%;IEF:33.3%
|
US:73.5;EU:7.3;APAC:9.8;EM:7.8;Other:1.6
|
Value:-0.4;Growth:-0.6;Quality:+0.7;Size:+0.3;Momentum:+0.9;LowVol:-0.4
|
NoDerivatives;NoMargin
| 7
| 25
| 5
|
trailing 8%
| 131
| 14.7
|
Sideways
| 14.8
| 4.78
| 3.4
| 135
| 2
| 38
| 40
| false
|
Sell
|
Trim extended winner -1%
| -15
| 8
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 23
| -15
| 41
| 5
| false
|
Tighten stops on momentum names
|
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