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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7901
|
Cautious
|
Taxable
|
USD
|
2024-12-12
| 323,992
| 27,606
| 296,386
| 1
| 43.9
| 36.4
| 8
| 11.8
|
VNQ:14.8%;VTI:10.3%;QQQ:14.3%;MSFT:21.4%;AAPL:21.4%;HYG:17.8%
|
US:74.7;EU:7.3;APAC:10.6;EM:3.7;Other:3.7
|
Value:-0.6;Growth:-0.4;Quality:+0.8;Size:+0.6;Momentum:+0.5;LowVol:-0.8
|
NoMargin
| 7
| 30
| 5.2
|
trailing 8%
| 136
| 15.3
|
Bull
| 15.1
| 4.29
| 3.3
| 99
| 56
| 63
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| -22
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 36
| -11
| 83
| 4
| false
|
Monitor dispersion and breadth
|
P7902
|
Cautious
|
401k
|
USD
|
2024-10-08
| 203,910
| 31,167
| 172,743
| 1
| 43.4
| 41.3
| 0
| 15.3
|
VNQ:23.7%;QQQ:25.4%;MSFT:25.4%;TSLA:25.4%
|
US:70.3;EU:5.9;APAC:12.8;EM:9.5;Other:1.5
|
Value:0.0;Growth:-0.6;Quality:-0.3;Size:-0.5;Momentum:+0.6;LowVol:-0.4
|
ESGOnly;MaxPos7%;NoMargin
| 5
| 30
| 4.4
|
trailing 8%
| 168
| 17.7
|
Volatile
| 29.2
| 5.41
| 4.2
| 159
| 55
| 75
| 68
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| 13
|
BrokerB
|
LMT
| 95
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -7
| -10
| 95
| 3
| false
|
Monitor dispersion and breadth
|
P7903
|
Opportunistic
|
Trust
|
USD
|
2024-08-12
| 1,433,524
| 58,516
| 1,375,008
| 1
| 72.2
| 11.6
| 11.5
| 4.7
|
HYG:33.3%;VTI:33.3%;TSLA:33.3%
|
US:68.9;EU:17.5;APAC:5.3;EM:7.8;Other:0.5
|
Value:-0.1;Growth:-0.7;Quality:+1.0;Size:-0.4;Momentum:+0.3;LowVol:+0.4
|
MaxPos8%
| 10
| 25
| 4.7
|
hard 12%
| 225
| 22.6
|
Sideways
| 15.5
| 3.87
| 2.3
| 137
| 54
| 78
| 57
| false
|
NoAction
|
Within bands; monitor
| 1
| 9
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -6
| 18
| 117
| 5
| false
|
Tax-aware sells next window
|
P7904
|
Systematic
|
Roth
|
USD
|
2025-08-18
| 866,552
| 36,858
| 829,694
| 1
| 58.2
| 28.2
| 5.1
| 8.6
|
AAPL:33.3%;TLT:33.3%;AMZN:33.3%
|
US:66.2;EU:9.0;APAC:11.2;EM:12.8;Other:0.8
|
Value:+0.6;Growth:-0.7;Quality:+0.2;Size:+0.3;Momentum:+0.3;LowVol:-0.4
| null | 7
| 30
| 4
|
hard 12%
| 179
| 19.4
|
Bull
| 17
| 3.76
| 2.2
| 116
| 15
| 72
| 45
| false
|
NoAction
|
Within bands; monitor
| 23
| 0
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 66
| -8
| 84
| 3
| false
|
Within IPS guidelines
|
P7905
|
Systematic
|
401k
|
USD
|
2025-02-11
| 1,532,550
| 72,005
| 1,460,545
| 1
| 63.2
| 29.3
| 1.2
| 6.3
|
VTI:23.0%;MSFT:12.7%;VOO:23.0%;VNQ:23.0%;QQQ:18.2%
|
US:55.7;EU:15.5;APAC:16.3;EM:11.0;Other:1.5
|
Value:+0.8;Growth:-0.2;Quality:-0.0;Size:+0.9;Momentum:+0.6;LowVol:+0.7
|
NoDerivatives
| 10
| 25
| 5.3
|
hard 12%
| 197
| 24.7
|
Volatile
| 22.1
| 4.99
| 2.6
| 135
| -18
| 56
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -36
|
BrokerC
|
VWAP
| 99
| null | null |
Normal monitoring
| -44
| -27
| 63
| 4
| false
|
Increase defensive factor exposure
|
P7906
|
Systematic
|
IRA
|
USD
|
2024-11-16
| 1,115,794
| 70,086
| 1,045,708
| 1
| 61.4
| 29.4
| 0
| 9.2
|
MSFT:35.2%;AAPL:29.6%;AMZN:35.2%
|
US:65.7;EU:11.7;APAC:13.9;EM:4.9;Other:3.8
|
Value:+0.4;Growth:+0.2;Quality:+0.1;Size:+0.9;Momentum:-0.3;LowVol:-0.1
|
NoDerivatives
| 10
| 25
| 4.1
|
hard 12%
| 218
| 20.4
|
Bull
| 13
| 4.93
| 2.1
| 112
| 24
| 55
| 34
| false
|
NoAction
|
Within bands; monitor
| 18
| -34
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 63
| -25
| 158
| 4
| false
|
Monitor dispersion and breadth
|
P7907
|
Opportunistic
|
IRA
|
USD
|
2024-10-30
| 481,909
| 37,830
| 444,079
| 1
| 69.7
| 21.7
| 0
| 8.6
|
VTI:23.8%;TLT:21.2%;VOO:27.5%;MSFT:27.5%
|
US:58.2;EU:20.2;APAC:14.2;EM:5.1;Other:2.2
|
Value:-1.0;Growth:-0.2;Quality:-0.3;Size:+0.9;Momentum:-0.2;LowVol:+0.2
|
MaxPos5%;NoDerivatives
| 6
| 35
| 4.1
|
trailing 7%
| 169
| 30.7
|
Bear
| 27.5
| 3.22
| 2.5
| 171
| 35
| 78
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| -11
|
BrokerD
|
LMT
| 96
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 8
| 15
| 70
| 5
| false
|
Increase defensive factor exposure
|
P7908
|
Opportunistic
|
Roth
|
USD
|
2025-10-27
| 1,775,920
| 85,520
| 1,690,400
| 1
| 65.5
| 19.5
| 7.7
| 7.3
|
MUB:26.2%;GLD:26.2%;TLT:21.9%;VOO:25.6%
|
US:69.4;EU:10.0;APAC:15.8;EM:4.1;Other:0.8
|
Value:+0.2;Growth:+0.3;Quality:-0.6;Size:+0.8;Momentum:-0.9;LowVol:-0.2
| null | 7
| 30
| 5.1
|
hard 12%
| 225
| 24
|
Volatile
| 30.3
| 3.75
| 3.2
| 149
| -9
| 33
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 5
| -34
|
BrokerB
|
MKT
| 100
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 109
| 15
| 159
| 2
| false
|
Increase defensive factor exposure
|
P7909
|
Systematic
|
401k
|
USD
|
2025-12-11
| 433,506
| 34,485
| 399,021
| 1
| 67.4
| 20.5
| 2.2
| 9.9
|
TSLA:21.0%;VTI:21.0%;VNQ:11.7%;BND:15.2%;TLT:15.7%;AAPL:15.4%
|
US:69.0;EU:9.1;APAC:7.2;EM:10.5;Other:4.1
|
Value:-0.7;Growth:-1.0;Quality:+0.6;Size:-0.5;Momentum:+0.7;LowVol:-0.9
| null | 5
| 35
| 4.8
|
trailing 8%
| 229
| 20.4
|
Bull
| 12.3
| 4.63
| 3.4
| 113
| 27
| 49
| 48
| false
|
Buy
|
Add to core equity +1%
| -15
| -15
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 84
| 10
| 222
| 5
| false
|
Monitor dispersion and breadth
|
P7910
|
Hands-off
|
401k
|
USD
|
2025-06-29
| 402,785
| 25,126
| 377,659
| 1
| 67.1
| 27.4
| 0
| 5.4
|
GLD:33.3%;VOO:33.3%;XLF:33.3%
|
US:68.8;EU:8.8;APAC:10.2;EM:8.2;Other:4.0
|
Value:+0.9;Growth:-0.1;Quality:+1.0;Size:-0.8;Momentum:-0.3;LowVol:-0.0
|
ESGOnly;MaxPos7%
| 5
| 35
| 5.3
|
hard 10%
| 153
| 14.2
|
Volatile
| 22.5
| 4.54
| 2.7
| 164
| 6
| 63
| 58
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 25
| -33
|
BrokerD
|
LMT
| 91
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 99
| 16
| 110
| 3
| false
|
Tighten stops on momentum names
|
P7911
|
Hands-off
|
IRA
|
USD
|
2025-10-18
| 519,605
| 41,630
| 477,975
| 1
| 57
| 15.2
| 21.2
| 6.5
|
TLT:23.6%;HYG:18.1%;QQQ:13.3%;TSLA:21.4%;VNQ:23.6%
|
US:71.3;EU:10.5;APAC:13.5;EM:3.9;Other:0.8
|
Value:-1.0;Growth:-0.7;Quality:+0.3;Size:-0.9;Momentum:+0.6;LowVol:+0.7
|
MaxPos6%;NoDerivatives
| 6
| 35
| 5.3
|
trailing 10%
| 124
| 18.9
|
Bear
| 28.2
| 4.25
| 2.9
| 178
| -30
| 42
| 62
| false
|
Buy
|
Add to core equity +1%
| 16
| -1
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| -43
| -23
| 5
| 3
| false
|
Increase defensive factor exposure
|
P7912
|
Hands-off
|
Trust
|
USD
|
2025-04-23
| 418,289
| 32,159
| 386,130
| 1
| 66.3
| 26.1
| 0
| 7.6
|
MUB:25.1%;VNQ:25.1%;TLT:24.6%;AMZN:25.1%
|
US:62.8;EU:18.4;APAC:10.1;EM:7.6;Other:1.1
|
Value:-0.5;Growth:+0.3;Quality:+0.6;Size:+0.9;Momentum:+0.9;LowVol:+0.2
|
NoDerivatives
| 8
| 30
| 3.3
|
trailing 10%
| 110
| 12.7
|
Sideways
| 21.5
| 4.09
| 3.4
| 138
| 31
| 70
| 68
| false
|
Buy
|
Add to core equity +1%
| 24
| -2
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 46
| -53
| 53
| 5
| false
|
Monitor dispersion and breadth
|
P7913
|
Hands-off
|
401k
|
USD
|
2025-01-05
| 578,288
| 34,047
| 544,241
| 1
| 66.7
| 22
| 1.8
| 9.5
|
IEF:25.0%;BND:25.0%;BRK.B:25.0%;XLF:25.0%
|
US:70.1;EU:5.7;APAC:13.5;EM:9.9;Other:0.8
|
Value:+0.8;Growth:0.0;Quality:+0.6;Size:+0.4;Momentum:+0.7;LowVol:+0.7
|
NoDerivatives
| 8
| 35
| 5.3
|
hard 10%
| 95
| 13.6
|
Volatile
| 20.8
| 3.64
| 3.3
| 150
| 21
| 63
| 53
| false
|
Buy
|
Add to core equity +1%
| -3
| -16
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| 111
| -53
| 108
| 4
| false
|
Within IPS guidelines
|
P7914
|
Active
|
Roth
|
USD
|
2025-01-31
| 1,313,983
| 95,686
| 1,218,297
| 1
| 51.4
| 26.4
| 16.2
| 6
|
VTI:17.3%;AAPL:13.8%;HYG:19.7%;VNQ:20.2%;TSLA:17.2%;QQQ:11.8%
|
US:73.7;EU:11.4;APAC:8.5;EM:4.1;Other:2.3
|
Value:+1.0;Growth:+0.2;Quality:+0.9;Size:-0.7;Momentum:-0.4;LowVol:-0.0
| null | 10
| 30
| 4.6
|
trailing 8%
| 162
| 22
|
Volatile
| 29.2
| 4.98
| 3.3
| 174
| -30
| 31
| 69
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -14
| -4
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| -28
| -36
| -57
| 4
| false
|
Tax-aware sells next window
|
P7915
|
Cautious
|
Trust
|
USD
|
2025-06-14
| 738,785
| 78,415
| 660,370
| 1
| 44.9
| 38.5
| 6.1
| 10.5
|
IEF:18.4%;BRK.B:16.6%;BND:21.7%;HYG:10.4%;VNQ:11.2%;XLF:21.7%
|
US:62.4;EU:16.0;APAC:8.7;EM:7.9;Other:5.1
|
Value:+0.6;Growth:-0.1;Quality:+0.8;Size:+0.8;Momentum:-0.1;LowVol:+1.0
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 3.5
|
trailing 8%
| 165
| 19.5
|
Volatile
| 22.9
| 3.51
| 4.4
| 154
| -13
| 47
| 57
| false
|
Buy
|
Add to core equity +1%
| 16
| -40
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 56
| -36
| 189
| 5
| false
|
Within IPS guidelines
|
P7916
|
Cautious
|
Taxable
|
USD
|
2024-08-04
| 804,206
| 71,749
| 732,457
| 1
| 39
| 40.5
| 3.8
| 16.7
|
AAPL:13.4%;BRK.B:18.6%;QQQ:11.2%;HYG:17.8%;BND:20.1%;AMZN:19.0%
|
US:69.5;EU:14.2;APAC:11.6;EM:3.8;Other:0.8
|
Value:+0.5;Growth:+0.2;Quality:+0.1;Size:0.0;Momentum:-1.0;LowVol:-0.3
|
MaxPos5%;NoDerivatives;NoMargin
| 5
| 30
| 5.8
|
trailing 8%
| 159
| 12.9
|
Bull
| 14.5
| 4.3
| 3.1
| 98
| 19
| 51
| 22
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| 11
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| 16
| 0
| 139
| 3
| false
|
Within IPS guidelines
|
P7917
|
Active
|
Taxable
|
USD
|
2025-01-15
| 1,464,151
| 154,491
| 1,309,660
| 1
| 62.2
| 21.2
| 8.2
| 8.5
|
BRK.B:33.3%;HYG:33.3%;AAPL:33.3%
|
US:66.6;EU:15.6;APAC:8.3;EM:7.3;Other:2.3
|
Value:-0.7;Growth:+0.5;Quality:-0.9;Size:+0.1;Momentum:+0.6;LowVol:+0.7
| null | 5
| 30
| 4.3
|
trailing 9%
| 228
| 21
|
Bull
| 11.2
| 4.54
| 2
| 94
| 12
| 55
| 29
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -19
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -58
| -38
| 14
| 4
| false
|
Within IPS guidelines
|
P7918
|
Systematic
|
Trust
|
USD
|
2024-12-02
| 1,772,567
| 161,545
| 1,611,022
| 1
| 62.4
| 29.5
| 0
| 8.1
|
VOO:10.2%;HYG:22.9%;BND:8.9%;TLT:21.0%;AAPL:22.9%;BRK.B:14.0%
|
US:65.0;EU:7.7;APAC:13.4;EM:10.4;Other:3.6
|
Value:+0.5;Growth:+0.8;Quality:+0.5;Size:-0.2;Momentum:+0.6;LowVol:-0.3
| null | 5
| 30
| 5
|
trailing 9%
| 204
| 26.7
|
Sideways
| 18.3
| 3.99
| 3.5
| 133
| 6
| 42
| 54
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -3
|
BrokerA
|
MKT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -41
| -57
| -56
| 5
| false
|
Within IPS guidelines
|
P7919
|
Systematic
|
Roth
|
USD
|
2025-12-21
| 743,620
| 42,372
| 701,248
| 1
| 60.3
| 30.6
| 0
| 9.1
|
HYG:27.4%;MUB:17.7%;TSLA:27.4%;TLT:27.4%
|
US:67.9;EU:13.1;APAC:11.5;EM:6.1;Other:1.4
|
Value:0.0;Growth:+0.6;Quality:+0.3;Size:+0.6;Momentum:-0.9;LowVol:+1.0
| null | 6
| 25
| 4.3
|
trailing 9%
| 129
| 16.3
|
Volatile
| 28.2
| 4.63
| 3.3
| 147
| 51
| 82
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| -20
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 86
| -46
| 130
| 5
| false
|
Increase defensive factor exposure
|
P7920
|
Systematic
|
Roth
|
USD
|
2024-07-30
| 687,556
| 38,791
| 648,765
| 1
| 65.9
| 26.5
| 0
| 7.6
|
AMZN:20.7%;HYG:15.6%;XLF:19.7%;VOO:22.0%;QQQ:22.0%
|
US:65.1;EU:7.9;APAC:11.7;EM:11.1;Other:4.2
|
Value:+0.8;Growth:-0.7;Quality:+0.7;Size:-0.6;Momentum:-0.8;LowVol:-0.9
|
NoDerivatives
| 7
| 35
| 5.8
|
trailing 9%
| 139
| 26.7
|
Bear
| 26.8
| 4.37
| 1.5
| 198
| -21
| 25
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -4
| -30
|
BrokerB
|
LMT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -44
| -17
| 4
| 5
| false
|
Within IPS guidelines
|
P7921
|
Active
|
Taxable
|
USD
|
2025-02-28
| 853,204
| 64,653
| 788,551
| 1
| 67.6
| 24.7
| 0.9
| 6.9
|
TSLA:23.0%;AMZN:25.7%;MSFT:25.7%;MUB:25.7%
|
US:64.1;EU:12.1;APAC:11.4;EM:7.8;Other:4.6
|
Value:+0.5;Growth:+0.9;Quality:+0.1;Size:-0.3;Momentum:0.0;LowVol:+0.2
|
MaxPos6%;NoDerivatives
| 5
| 35
| 5.3
|
trailing 8%
| 222
| 26.9
|
Bull
| 13.5
| 3.83
| 2.7
| 119
| 98
| 96
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -36
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| 99
| -29
| 133
| 3
| false
|
Monitor dispersion and breadth
|
P7922
|
Systematic
|
Taxable
|
USD
|
2025-06-28
| 1,863,755
| 95,228
| 1,768,527
| 1
| 56.5
| 23.1
| 14.2
| 6.3
|
TSLA:21.6%;TLT:22.4%;BRK.B:22.4%;IEF:16.1%;BND:17.5%
|
US:60.9;EU:18.6;APAC:12.0;EM:8.1;Other:0.3
|
Value:+0.1;Growth:-0.6;Quality:+1.0;Size:-1.0;Momentum:-0.2;LowVol:+0.4
|
MaxPos8%
| 7
| 30
| 5.1
|
trailing 9%
| 168
| 23.3
|
Volatile
| 23.5
| 4.46
| 2.6
| 127
| 65
| 74
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| 11
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| -53
| -51
| -86
| 5
| false
|
Tax-aware sells next window
|
P7923
|
Systematic
|
Roth
|
USD
|
2024-12-15
| 868,353
| 46,348
| 822,005
| 1
| 58.4
| 25
| 11.2
| 5.5
|
HYG:8.2%;MSFT:21.9%;XLF:21.9%;AAPL:12.8%;TSLA:13.3%;AMZN:21.9%
|
US:56.8;EU:19.0;APAC:12.4;EM:10.8;Other:1.0
|
Value:-0.7;Growth:-0.9;Quality:+0.7;Size:-0.3;Momentum:+0.6;LowVol:-0.2
| null | 5
| 30
| 4.6
|
hard 12%
| 208
| 22.1
|
Bull
| 11.9
| 4.05
| 2.5
| 80
| 66
| 69
| 32
| false
|
Buy
|
Add to core equity +1%
| 18
| -15
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| -17
| -22
| 108
| 3
| false
|
Tax-aware sells next window
|
P7924
|
Systematic
|
401k
|
USD
|
2024-08-23
| 1,546,623
| 71,742
| 1,474,881
| 1
| 56.8
| 32.5
| 2.7
| 8
|
AMZN:19.4%;HYG:16.5%;VOO:15.2%;TLT:13.5%;IEF:14.9%;MUB:20.5%
|
US:74.1;EU:7.3;APAC:10.3;EM:5.1;Other:3.3
|
Value:-0.7;Growth:-0.9;Quality:-0.3;Size:0.0;Momentum:+0.3;LowVol:+0.4
|
MaxPos7%;NoDerivatives
| 7
| 30
| 5
|
trailing 8%
| 141
| 23.5
|
Sideways
| 16.6
| 4.64
| 2.3
| 101
| 38
| 80
| 37
| false
|
Buy
|
Add to core equity +1%
| 35
| -39
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 52
| -60
| 187
| 3
| false
|
Increase defensive factor exposure
|
P7925
|
Opportunistic
|
Taxable
|
USD
|
2025-04-21
| 1,132,310
| 91,903
| 1,040,407
| 1
| 63.9
| 20.2
| 9.2
| 6.7
|
MSFT:18.0%;TLT:7.4%;VTI:21.7%;AAPL:20.2%;AMZN:13.0%;QQQ:19.7%
|
US:73.3;EU:11.4;APAC:7.1;EM:5.6;Other:2.6
|
Value:-0.2;Growth:+0.6;Quality:-0.7;Size:+0.2;Momentum:-0.2;LowVol:-0.3
|
MaxPos5%
| 6
| 30
| 6.9
|
trailing 7%
| 198
| 26.3
|
Volatile
| 20.8
| 4.24
| 3
| 140
| 43
| 75
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -11
|
BrokerB
|
VWAP
| 94
| null | null |
Normal monitoring
| 95
| 19
| 127
| 4
| false
|
Tax-aware sells next window
|
P7926
|
Hands-off
|
Trust
|
USD
|
2025-12-24
| 569,537
| 54,691
| 514,846
| 1
| 65.8
| 29.2
| 0
| 5
|
BND:28.2%;AMZN:28.2%;VNQ:15.3%;TSLA:28.2%
|
US:61.7;EU:19.8;APAC:6.3;EM:10.5;Other:1.7
|
Value:-0.8;Growth:-0.2;Quality:-0.4;Size:-0.8;Momentum:+0.2;LowVol:+0.9
| null | 5
| 30
| 4.1
|
trailing 8%
| 161
| 14.6
|
Volatile
| 20.5
| 4.34
| 3
| 177
| 62
| 84
| 51
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| -40
|
BrokerA
|
MKT
| 91
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -19
| -11
| 85
| 4
| false
|
Tighten stops on momentum names
|
P7927
|
Hands-off
|
Roth
|
USD
|
2025-02-11
| 318,251
| 25,710
| 292,541
| 1
| 61.9
| 27.3
| 1.6
| 9.2
|
AAPL:28.3%;XLF:28.3%;VTI:15.1%;BRK.B:28.3%
|
US:62.6;EU:8.5;APAC:13.2;EM:10.8;Other:4.8
|
Value:-0.1;Growth:+0.2;Quality:-0.5;Size:-0.6;Momentum:+0.3;LowVol:-0.3
|
MaxPos8%
| 7
| 25
| 4.4
|
trailing 8%
| 94
| 17.5
|
Bull
| 17.7
| 4.01
| 3.1
| 85
| 27
| 68
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| 7
|
BrokerA
|
VWAP
| 89
| null | null |
Normal monitoring
| 46
| -53
| 147
| 3
| false
|
Tax-aware sells next window
|
P7928
|
Active
|
Roth
|
USD
|
2025-09-06
| 1,188,143
| 75,443
| 1,112,700
| 1
| 55.4
| 23.7
| 13.2
| 7.6
|
BRK.B:19.6%;TSLA:23.0%;QQQ:12.9%;HYG:21.5%;IEF:23.0%
|
US:62.4;EU:12.8;APAC:11.3;EM:11.7;Other:1.7
|
Value:+0.9;Growth:-1.0;Quality:+0.3;Size:-0.9;Momentum:-0.3;LowVol:-0.4
|
MaxPos8%
| 5
| 25
| 5.7
|
trailing 9%
| 184
| 20.1
|
Volatile
| 26.9
| 5.18
| 2.2
| 141
| -7
| 32
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| -9
|
BrokerB
|
LMT
| 96
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 97
| -59
| 130
| 4
| false
|
Within IPS guidelines
|
P7929
|
Active
|
Taxable
|
USD
|
2025-10-21
| 994,007
| 77,845
| 916,162
| 1
| 57.9
| 31.8
| 3.8
| 6.6
|
BND:10.2%;GLD:23.7%;VNQ:18.8%;AAPL:23.7%;XLF:23.7%
|
US:75.9;EU:7.2;APAC:8.0;EM:3.9;Other:5.0
|
Value:+0.5;Growth:-0.5;Quality:-0.3;Size:-0.2;Momentum:+0.9;LowVol:-0.4
| null | 10
| 25
| 4.5
|
trailing 8%
| 200
| 18.2
|
Sideways
| 18.6
| 4.07
| 3.3
| 135
| 54
| 65
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -3
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 65
| -31
| 191
| 3
| false
|
Within IPS guidelines
|
P7930
|
Active
|
401k
|
USD
|
2025-11-26
| 1,009,475
| 77,692
| 931,783
| 1
| 63.6
| 25.7
| 4.5
| 6.2
|
BRK.B:15.7%;MSFT:21.3%;TLT:21.1%;VOO:21.3%;AMZN:20.6%
|
US:56.9;EU:18.7;APAC:15.5;EM:3.7;Other:5.2
|
Value:-0.8;Growth:+0.1;Quality:-0.1;Size:-0.9;Momentum:-0.6;LowVol:+0.8
|
MaxPos7%
| 10
| 30
| 5.3
|
hard 12%
| 162
| 20.8
|
Bull
| 12.6
| 3.62
| 3.1
| 77
| 117
| 94
| 34
| false
|
Buy
|
Add to core equity +1%
| -10
| -9
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| 114
| -38
| 89
| 3
| false
|
Tighten stops on momentum names
|
P7931
|
Hands-off
|
Trust
|
USD
|
2025-02-12
| 839,412
| 50,340
| 789,072
| 1
| 61.6
| 24.1
| 5.8
| 8.5
|
XLF:19.6%;TLT:21.4%;TSLA:21.4%;GLD:21.4%;HYG:9.2%;VOO:6.9%
|
US:61.3;EU:11.6;APAC:11.6;EM:10.5;Other:5.0
|
Value:-0.4;Growth:0.0;Quality:+0.6;Size:-0.6;Momentum:+0.7;LowVol:-0.2
|
ESGOnly;NoDerivatives
| 10
| 25
| 3.4
|
trailing 8%
| 134
| 17.5
|
Bull
| 13.8
| 4.72
| 3.1
| 72
| 25
| 56
| 38
| false
|
Buy
|
Add to core equity +1%
| 13
| -35
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| 64
| 7
| 194
| 5
| false
|
Increase defensive factor exposure
|
P7932
|
Active
|
Taxable
|
USD
|
2025-03-11
| 2,214,262
| 230,824
| 1,983,438
| 1
| 65.1
| 28.1
| 0.2
| 6.6
|
MUB:34.6%;XLF:30.8%;VOO:34.6%
|
US:69.1;EU:15.1;APAC:6.4;EM:6.8;Other:2.6
|
Value:+0.1;Growth:+0.7;Quality:-0.9;Size:+0.2;Momentum:+0.4;LowVol:+0.2
|
MaxPos7%
| 5
| 30
| 4.8
|
trailing 9%
| 222
| 27.1
|
Bull
| 14
| 4.36
| 2.8
| 101
| 12
| 49
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -14
|
BrokerB
|
VWAP
| 98
| null | null |
Normal monitoring
| 55
| -60
| 24
| 3
| false
|
Tax-aware sells next window
|
P7933
|
Hands-off
|
Taxable
|
USD
|
2025-03-05
| 849,603
| 45,180
| 804,423
| 1
| 58.5
| 27.2
| 5
| 9.3
|
HYG:25.5%;AMZN:25.5%;BND:23.4%;XLF:25.5%
|
US:63.8;EU:15.3;APAC:6.9;EM:10.7;Other:3.3
|
Value:-0.7;Growth:-0.1;Quality:-0.4;Size:-0.7;Momentum:-0.6;LowVol:+0.4
|
ESGOnly;MaxPos5%
| 7
| 30
| 5.6
|
trailing 8%
| 160
| 16.6
|
Volatile
| 32
| 4.09
| 4
| 156
| -22
| 50
| 89
| true
|
Rebalance
|
Rebalance back to target bands
| 31
| -4
|
BrokerA
|
LMT
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 73
| -21
| 164
| 3
| false
|
Increase defensive factor exposure
|
P7934
|
Systematic
|
401k
|
USD
|
2024-11-14
| 1,115,068
| 52,039
| 1,063,029
| 1
| 58.1
| 21.8
| 14.4
| 5.7
|
BND:24.4%;TSLA:25.8%;MUB:24.0%;QQQ:25.8%
|
US:74.4;EU:5.3;APAC:13.9;EM:4.3;Other:2.1
|
Value:-0.3;Growth:-0.3;Quality:-0.9;Size:-0.7;Momentum:+0.9;LowVol:+0.6
| null | 8
| 25
| 4.8
|
trailing 9%
| 196
| 17.1
|
Volatile
| 24.4
| 5.43
| 4.1
| 180
| 31
| 67
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| -40
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 103
| -47
| 120
| 5
| false
|
Within IPS guidelines
|
P7935
|
Hands-off
|
Taxable
|
USD
|
2025-06-25
| 717,286
| 36,041
| 681,245
| 1
| 55.5
| 22.7
| 12.3
| 9.5
|
BND:17.0%;TSLA:15.0%;AAPL:23.7%;VTI:23.7%;VNQ:20.6%
|
US:68.1;EU:8.8;APAC:11.0;EM:9.9;Other:2.2
|
Value:+1.0;Growth:-0.6;Quality:+0.5;Size:-0.7;Momentum:-0.3;LowVol:-0.5
|
NoDerivatives
| 7
| 30
| 5.1
|
trailing 10%
| 110
| 16.3
|
Sideways
| 14.4
| 4.36
| 3.5
| 140
| 16
| 62
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| 5
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 75
| 7
| 39
| 4
| false
|
Increase defensive factor exposure
|
P7936
|
Cautious
|
401k
|
USD
|
2024-09-11
| 249,926
| 38,291
| 211,635
| 1
| 51.9
| 35.5
| 0
| 12.6
|
XLF:30.7%;VOO:34.7%;BND:34.7%
|
US:64.2;EU:17.0;APAC:9.2;EM:9.4;Other:0.2
|
Value:+0.2;Growth:-0.5;Quality:-0.2;Size:+0.2;Momentum:+0.5;LowVol:+0.8
|
ESGOnly;MaxPos5%;NoMargin
| 10
| 25
| 4.6
|
trailing 8%
| 100
| 16.4
|
Bull
| 17.2
| 4.62
| 2.1
| 74
| 64
| 88
| 47
| false
|
Sell
|
Trim extended winner -1%
| 33
| 14
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| -30
| -37
| 61
| 4
| false
|
Tax-aware sells next window
|
P7937
|
Opportunistic
|
IRA
|
USD
|
2024-10-17
| 1,171,803
| 74,834
| 1,096,969
| 1.07
| 63.8
| 18.9
| 10.8
| 6.5
|
TLT:21.3%;MUB:21.3%;IEF:17.3%;AMZN:21.3%;VNQ:8.0%;BRK.B:10.7%
|
US:71.7;EU:15.9;APAC:5.7;EM:3.7;Other:3.0
|
Value:+1.0;Growth:+0.8;Quality:+1.0;Size:+0.8;Momentum:-0.0;LowVol:+0.1
|
MaxPos5%
| 7
| 25
| 4.3
|
trailing 7%
| 244
| 25
|
Volatile
| 30.1
| 3.61
| 3.1
| 113
| 30
| 74
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| -9
|
BrokerA
|
MKT
| 95
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 115
| -43
| 172
| 3
| false
|
Tighten stops on momentum names
|
P7938
|
Opportunistic
|
Roth
|
USD
|
2025-01-19
| 926,758
| 71,047
| 855,711
| 1
| 67.9
| 13.7
| 10.7
| 7.8
|
XLF:20.9%;VTI:21.9%;AAPL:8.7%;MSFT:11.4%;VNQ:21.9%;AMZN:15.2%
|
US:68.5;EU:10.3;APAC:8.5;EM:8.3;Other:4.4
|
Value:+0.4;Growth:+0.1;Quality:+0.7;Size:+0.2;Momentum:-0.1;LowVol:+0.9
|
NoDerivatives
| 6
| 25
| 5.1
|
trailing 9%
| 261
| 26
|
Bull
| 15.6
| 4.48
| 3.3
| 88
| 88
| 100
| 61
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -15
| 3
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 17
| -9
| 137
| 3
| false
|
Increase defensive factor exposure
|
P7939
|
Opportunistic
|
Trust
|
USD
|
2024-08-28
| 1,478,102
| 91,665
| 1,386,437
| 1.16
| 70.1
| 19.9
| 4.3
| 5.7
|
XLF:23.6%;GLD:11.2%;TSLA:18.9%;HYG:23.6%;IEF:22.7%
|
US:68.8;EU:15.4;APAC:5.8;EM:8.7;Other:1.3
|
Value:-0.8;Growth:-0.5;Quality:+0.1;Size:+0.2;Momentum:-0.8;LowVol:+0.3
|
MaxPos8%
| 6
| 35
| 5.4
|
trailing 9%
| 205
| 20.2
|
Bull
| 17.7
| 4.31
| 3.2
| 105
| 24
| 55
| 65
| false
|
Sell
|
Trim extended winner -1%
| -13
| 10
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| 35
| -19
| 29
| 3
| false
|
Monitor dispersion and breadth
|
P7940
|
Active
|
401k
|
USD
|
2025-04-16
| 2,027,561
| 204,867
| 1,822,694
| 1
| 60
| 22.6
| 8
| 9.4
|
TSLA:22.4%;HYG:18.9%;MSFT:22.4%;XLF:18.3%;BRK.B:17.9%
|
US:70.3;EU:16.8;APAC:5.4;EM:6.8;Other:0.7
|
Value:-0.1;Growth:+0.1;Quality:-0.6;Size:+0.7;Momentum:-0.6;LowVol:+1.0
| null | 10
| 35
| 5
|
trailing 9%
| 167
| 27.5
|
Volatile
| 24.6
| 3.63
| 3
| 128
| 17
| 60
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| -8
| -20
|
BrokerD
|
VWAP
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 69
| -26
| 128
| 4
| true
|
Tighten stops on momentum names
|
P7941
|
Hands-off
|
Trust
|
USD
|
2025-12-02
| 403,458
| 27,843
| 375,615
| 1
| 71.3
| 16.2
| 3.9
| 8.6
|
XLF:10.1%;AMZN:19.3%;VOO:11.3%;TSLA:16.0%;BRK.B:21.6%;VNQ:21.6%
|
US:78.5;EU:6.9;APAC:7.4;EM:4.0;Other:3.3
|
Value:+0.1;Growth:+0.7;Quality:-0.6;Size:-0.8;Momentum:-0.3;LowVol:+1.0
|
ESGOnly
| 8
| 35
| 5.8
|
trailing 10%
| 168
| 16.5
|
Bull
| 11.1
| 3.8
| 2.1
| 78
| 31
| 52
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -26
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 115
| 14
| 225
| 5
| false
|
Within IPS guidelines
|
P7942
|
Opportunistic
|
IRA
|
USD
|
2025-01-12
| 1,591,309
| 131,262
| 1,460,047
| 1
| 72.8
| 12.7
| 7.2
| 7.3
|
HYG:27.1%;TSLA:27.1%;QQQ:27.1%;TLT:18.8%
|
US:73.6;EU:6.9;APAC:9.4;EM:6.3;Other:3.8
|
Value:+0.1;Growth:-0.9;Quality:-0.1;Size:-0.6;Momentum:-0.9;LowVol:+0.2
| null | 8
| 35
| 6.4
|
hard 12%
| 263
| 22.8
|
Sideways
| 14.7
| 3.57
| 2.7
| 98
| -21
| 47
| 43
| false
|
NoAction
|
Within bands; monitor
| 28
| -2
|
BrokerD
|
LMT
| 100
| null | null |
Normal monitoring
| 13
| -6
| 128
| 4
| false
|
Monitor dispersion and breadth
|
P7943
|
Active
|
401k
|
USD
|
2024-08-17
| 1,900,626
| 160,791
| 1,739,835
| 1
| 51.4
| 22.8
| 19.4
| 6.4
|
AAPL:22.3%;MUB:10.6%;VOO:17.6%;VNQ:8.6%;XLF:22.3%;GLD:18.5%
|
US:64.9;EU:9.2;APAC:12.5;EM:11.3;Other:2.0
|
Value:+0.8;Growth:+0.6;Quality:-0.2;Size:-0.8;Momentum:-0.3;LowVol:-0.9
|
NoDerivatives
| 7
| 30
| 4.9
|
hard 12%
| 202
| 24.1
|
Sideways
| 18.5
| 4.13
| 2.7
| 110
| 49
| 64
| 52
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 22
| 11
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| 63
| -49
| 163
| 3
| false
|
Monitor dispersion and breadth
|
P7944
|
Hands-off
|
IRA
|
USD
|
2025-02-16
| 171,212
| 9,836
| 161,376
| 1
| 64
| 17
| 13.8
| 5.2
|
BND:33.3%;MSFT:33.3%;BRK.B:33.3%
|
US:67.4;EU:6.4;APAC:13.9;EM:7.9;Other:4.3
|
Value:+0.6;Growth:+0.7;Quality:+0.6;Size:+0.7;Momentum:-0.8;LowVol:-0.6
|
ESGOnly;NoDerivatives
| 6
| 35
| 3.2
|
hard 10%
| 153
| 14.7
|
Bull
| 16.5
| 4.4
| 2.6
| 80
| 41
| 70
| 60
| false
|
Buy
|
Add to core equity +1%
| -7
| -13
|
BrokerC
|
VWAP
| 86
| null | null |
Normal monitoring
| 37
| -18
| 38
| 3
| false
|
Tighten stops on momentum names
|
P7945
|
Opportunistic
|
Trust
|
USD
|
2025-02-18
| 1,326,217
| 58,744
| 1,267,473
| 1
| 74.9
| 11.5
| 7
| 6.7
|
MSFT:28.0%;MUB:16.0%;HYG:28.0%;TSLA:28.0%
|
US:59.3;EU:12.2;APAC:14.4;EM:12.7;Other:1.4
|
Value:+0.3;Growth:-0.2;Quality:-0.1;Size:-0.9;Momentum:-0.6;LowVol:+0.1
| null | 8
| 35
| 6.7
|
trailing 9%
| 181
| 30.4
|
Bull
| 12
| 4.52
| 2.2
| 96
| 65
| 78
| 45
| false
|
Sell
|
Trim extended winner -1%
| 0
| -22
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| 116
| -33
| 111
| 4
| false
|
Monitor dispersion and breadth
|
P7946
|
Hands-off
|
Roth
|
USD
|
2025-04-07
| 877,356
| 61,058
| 816,298
| 1
| 67
| 23.4
| 0
| 9.6
|
GLD:33.3%;IEF:33.3%;XLF:33.3%
|
US:64.1;EU:11.5;APAC:12.6;EM:7.6;Other:4.1
|
Value:-0.0;Growth:-0.4;Quality:+0.1;Size:+0.9;Momentum:-0.6;LowVol:-0.3
|
ESGOnly;NoDerivatives
| 6
| 35
| 3.3
|
trailing 8%
| 152
| 14.2
|
Bull
| 12.4
| 3.55
| 3.3
| 83
| 114
| 100
| 48
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -10
| -21
|
BrokerC
|
LMT
| 95
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 58
| -31
| 162
| 3
| false
|
Tighten stops on momentum names
|
P7947
|
Opportunistic
|
Trust
|
USD
|
2025-02-09
| 1,467,799
| 116,616
| 1,351,183
| 1.1
| 73.1
| 19.1
| 0
| 7.8
|
GLD:21.0%;XLF:21.0%;AAPL:20.3%;QQQ:19.2%;VNQ:18.5%
|
US:64.0;EU:9.3;APAC:10.0;EM:11.7;Other:5.0
|
Value:-0.5;Growth:-0.8;Quality:+0.9;Size:+0.5;Momentum:-0.9;LowVol:+0.6
| null | 10
| 30
| 5.5
|
trailing 7%
| 206
| 22.9
|
Volatile
| 25.1
| 4.25
| 4
| 172
| -18
| 55
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -3
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 30
| -7
| 70
| 3
| false
|
Increase defensive factor exposure
|
P7948
|
Hands-off
|
IRA
|
USD
|
2025-11-02
| 891,150
| 55,283
| 835,867
| 1
| 58.7
| 27.7
| 6.7
| 7
|
VTI:25.8%;HYG:22.6%;TSLA:25.8%;MUB:25.8%
|
US:66.9;EU:14.1;APAC:7.7;EM:7.7;Other:3.5
|
Value:-1.0;Growth:+0.9;Quality:-0.4;Size:+0.4;Momentum:-0.0;LowVol:+0.7
| null | 10
| 30
| 5.7
|
trailing 8%
| 164
| 14
|
Sideways
| 15.6
| 3.93
| 2.7
| 133
| 39
| 84
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| 7
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| 43
| -15
| 61
| 4
| false
|
Tax-aware sells next window
|
P7949
|
Hands-off
|
Roth
|
USD
|
2024-08-05
| 835,779
| 77,440
| 758,339
| 1
| 69
| 22.9
| 2.8
| 5.3
|
MUB:17.4%;AMZN:27.5%;TLT:27.5%;TSLA:27.5%
|
US:57.7;EU:10.9;APAC:15.0;EM:12.5;Other:3.9
|
Value:+0.4;Growth:+0.3;Quality:-1.0;Size:+0.7;Momentum:-0.7;LowVol:-0.8
|
ESGOnly
| 5
| 30
| 4.1
|
trailing 8%
| 93
| 12
|
Volatile
| 32
| 4.96
| 2.8
| 159
| 12
| 46
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 6
| -35
|
BrokerC
|
MKT
| 90
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 55
| -28
| 106
| 5
| false
|
Tighten stops on momentum names
|
P7950
|
Active
|
Trust
|
USD
|
2024-07-12
| 2,004,213
| 126,074
| 1,878,139
| 1
| 61.3
| 28.9
| 4
| 5.8
|
VNQ:27.6%;TLT:27.6%;VTI:27.6%;HYG:17.2%
|
US:67.8;EU:13.9;APAC:9.9;EM:4.0;Other:4.5
|
Value:+0.1;Growth:-0.6;Quality:+0.1;Size:+0.5;Momentum:-0.5;LowVol:+0.9
|
NoDerivatives
| 10
| 35
| 5.7
|
trailing 9%
| 198
| 19.5
|
Volatile
| 30.2
| 5.35
| 3
| 113
| -6
| 39
| 86
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| -32
|
BrokerC
|
LMT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 97
| -38
| 199
| 3
| false
|
Tighten stops on momentum names
|
P7951
|
Cautious
|
Trust
|
USD
|
2025-02-15
| 632,685
| 58,755
| 573,930
| 1
| 46
| 37.6
| 0
| 16.3
|
BND:37.1%;MUB:37.1%;GLD:25.9%
|
US:72.5;EU:11.5;APAC:5.2;EM:8.2;Other:2.6
|
Value:+0.5;Growth:-0.4;Quality:-0.2;Size:-0.5;Momentum:+0.2;LowVol:-0.9
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 35
| 5.7
|
trailing 10%
| 95
| 16.7
|
Bear
| 25.3
| 3.19
| 1.6
| 209
| -56
| 35
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| 13
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| 85
| -49
| 220
| 5
| false
|
Monitor dispersion and breadth
|
P7952
|
Active
|
Trust
|
USD
|
2024-08-06
| 869,823
| 67,029
| 802,794
| 1
| 60.1
| 27.1
| 6.2
| 6.6
|
VOO:22.1%;TSLA:21.3%;GLD:13.3%;AAPL:22.1%;VTI:21.2%
|
US:73.7;EU:10.3;APAC:6.3;EM:6.7;Other:3.0
|
Value:+0.8;Growth:-0.5;Quality:-0.0;Size:-0.0;Momentum:-1.0;LowVol:+0.3
| null | 6
| 35
| 5.2
|
trailing 8%
| 221
| 22.3
|
Bear
| 32.7
| 3.35
| 1.3
| 166
| -40
| 42
| 88
| true
|
Hedge
|
Buy index puts 1% notional
| -1
| -7
|
BrokerD
|
LMT
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 86
| -1
| 193
| 3
| false
|
Monitor dispersion and breadth
|
P7953
|
Hands-off
|
IRA
|
USD
|
2025-01-20
| 631,465
| 40,779
| 590,686
| 1
| 64.1
| 22.3
| 5.1
| 8.5
|
VOO:33.3%;TSLA:33.3%;BND:33.3%
|
US:62.8;EU:16.0;APAC:11.6;EM:5.7;Other:3.9
|
Value:-0.0;Growth:-0.5;Quality:+0.6;Size:+0.4;Momentum:-1.0;LowVol:-0.9
|
ESGOnly
| 5
| 30
| 3
|
trailing 8%
| 167
| 15.7
|
Volatile
| 27.8
| 4.1
| 4.2
| 131
| -12
| 52
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| -11
| -10
|
BrokerB
|
LMT
| 85
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 13
| -46
| 32
| 3
| false
|
Monitor dispersion and breadth
|
P7954
|
Active
|
Taxable
|
USD
|
2025-03-26
| 1,319,899
| 86,934
| 1,232,965
| 1.17
| 59.2
| 28.3
| 7
| 5.6
|
HYG:26.0%;VTI:27.0%;VNQ:20.1%;VOO:27.0%
|
US:66.0;EU:18.1;APAC:12.4;EM:3.5;Other:0.0
|
Value:+0.8;Growth:0.0;Quality:+0.9;Size:+0.9;Momentum:+0.7;LowVol:-0.9
|
MaxPos5%
| 10
| 35
| 5.3
|
hard 12%
| 122
| 22
|
Volatile
| 25.3
| 4.65
| 4.1
| 130
| 69
| 99
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 4
| -40
|
BrokerA
|
LMT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 49
| -33
| 72
| 5
| false
|
Tax-aware sells next window
|
P7955
|
Active
|
Taxable
|
USD
|
2025-03-13
| 2,272,038
| 148,220
| 2,123,818
| 1.17
| 56.4
| 26.5
| 11.5
| 5.6
|
GLD:33.3%;TSLA:33.3%;VTI:33.3%
|
US:59.1;EU:19.3;APAC:6.6;EM:11.8;Other:3.2
|
Value:-0.4;Growth:0.0;Quality:0.0;Size:-0.4;Momentum:-0.7;LowVol:-0.9
|
MaxPos5%
| 8
| 35
| 4.6
|
trailing 8%
| 130
| 20.5
|
Bull
| 11.4
| 4.53
| 2.5
| 75
| 77
| 96
| 26
| false
|
Sell
|
Trim extended winner -1%
| 4
| -14
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| 82
| 7
| 44
| 3
| false
|
Tighten stops on momentum names
|
P7956
|
Opportunistic
|
Taxable
|
USD
|
2025-07-07
| 1,088,241
| 89,456
| 998,785
| 1.05
| 66.4
| 12.8
| 15.5
| 5.3
|
MUB:25.5%;QQQ:25.5%;VTI:13.7%;XLF:25.5%;IEF:9.8%
|
US:73.5;EU:9.5;APAC:7.9;EM:5.5;Other:3.6
|
Value:+0.3;Growth:-0.0;Quality:+0.4;Size:-0.8;Momentum:+0.3;LowVol:-0.9
|
MaxPos7%;NoDerivatives
| 8
| 35
| 6.7
|
trailing 7%
| 192
| 31
|
Volatile
| 22.2
| 3.82
| 2.8
| 120
| -11
| 29
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| -8
| -29
|
BrokerB
|
MKT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -43
| -29
| -2
| 5
| false
|
Tax-aware sells next window
|
P7957
|
Active
|
Trust
|
USD
|
2024-11-20
| 1,948,269
| 120,743
| 1,827,526
| 1
| 58.6
| 29.2
| 5.3
| 6.9
|
TLT:9.0%;XLF:22.7%;AAPL:22.7%;BND:22.7%;HYG:22.7%
|
US:69.1;EU:5.9;APAC:9.9;EM:11.4;Other:3.8
|
Value:+0.2;Growth:+0.4;Quality:0.0;Size:+0.2;Momentum:+0.7;LowVol:-0.7
|
MaxPos8%;NoDerivatives
| 6
| 35
| 6
|
trailing 8%
| 180
| 18
|
Volatile
| 26.3
| 3.5
| 4
| 150
| -44
| 28
| 65
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 4
| -26
|
BrokerA
|
VWAP
| 88
| null | null |
Normal monitoring
| 97
| -60
| 188
| 3
| false
|
Tighten stops on momentum names
|
P7958
|
Hands-off
|
401k
|
USD
|
2024-09-17
| 463,769
| 28,057
| 435,712
| 1
| 66
| 25.6
| 0.5
| 7.9
|
MUB:35.3%;TSLA:35.3%;AMZN:29.3%
|
US:62.0;EU:16.8;APAC:12.7;EM:3.3;Other:5.3
|
Value:+0.8;Growth:-0.5;Quality:+0.7;Size:-0.4;Momentum:+0.3;LowVol:+0.6
|
ESGOnly;MaxPos6%
| 10
| 25
| 4.6
|
trailing 10%
| 167
| 18.5
|
Bear
| 29.6
| 3.21
| 2.2
| 218
| -20
| 47
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -34
|
BrokerD
|
MKT
| 98
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -49
| -45
| -9
| 5
| false
|
Within IPS guidelines
|
P7959
|
Systematic
|
Trust
|
USD
|
2025-11-12
| 1,554,365
| 105,869
| 1,448,496
| 1
| 61.2
| 20.7
| 10
| 8.1
|
VOO:15.9%;BRK.B:12.0%;GLD:11.2%;TSLA:22.1%;AAPL:22.1%;VTI:16.8%
|
US:72.6;EU:7.7;APAC:11.7;EM:4.9;Other:3.0
|
Value:-0.5;Growth:+0.7;Quality:+0.4;Size:+0.9;Momentum:-0.2;LowVol:+0.3
| null | 7
| 25
| 4.8
|
trailing 8%
| 180
| 26.6
|
Volatile
| 20.9
| 3.9
| 3.7
| 140
| -1
| 44
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| -22
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 89
| 19
| 191
| 5
| false
|
Monitor dispersion and breadth
|
P7960
|
Opportunistic
|
401k
|
USD
|
2024-09-20
| 340,471
| 19,600
| 320,871
| 1.12
| 61.7
| 10.8
| 22.2
| 5.3
|
XLF:34.0%;BRK.B:34.0%;IEF:32.0%
|
US:66.3;EU:18.0;APAC:6.6;EM:9.0;Other:0.1
|
Value:-0.7;Growth:-0.2;Quality:-0.3;Size:-1.0;Momentum:+0.8;LowVol:+0.8
|
NoDerivatives
| 7
| 30
| 6.3
|
hard 12%
| 272
| 22.8
|
Bull
| 17.6
| 4.55
| 3.1
| 81
| 49
| 87
| 48
| false
|
Buy
|
Add to core equity +1%
| -9
| -31
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| 19
| -22
| -21
| 4
| false
|
Monitor dispersion and breadth
|
P7961
|
Hands-off
|
Taxable
|
USD
|
2024-09-04
| 428,069
| 20,848
| 407,221
| 1
| 66.9
| 16.4
| 7
| 9.6
|
QQQ:32.7%;MSFT:33.6%;IEF:33.6%
|
US:73.4;EU:6.8;APAC:10.7;EM:8.7;Other:0.4
|
Value:+0.2;Growth:+0.6;Quality:+0.6;Size:0.0;Momentum:-0.1;LowVol:+0.8
|
MaxPos8%;NoDerivatives
| 10
| 25
| 3.3
|
trailing 8%
| 90
| 13.8
|
Volatile
| 20.6
| 3.83
| 4.2
| 162
| -9
| 31
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| -17
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| -53
| -18
| -82
| 4
| false
|
Monitor dispersion and breadth
|
P7962
|
Active
|
401k
|
USD
|
2025-06-02
| 1,263,389
| 93,417
| 1,169,972
| 1
| 53.7
| 21.9
| 18.6
| 5.7
|
AAPL:27.4%;TSLA:27.4%;AMZN:27.4%;QQQ:17.7%
|
US:71.9;EU:6.7;APAC:11.6;EM:8.2;Other:1.6
|
Value:-0.9;Growth:+0.6;Quality:+0.8;Size:+0.7;Momentum:+0.5;LowVol:+0.6
|
MaxPos7%
| 5
| 35
| 4.6
|
trailing 9%
| 211
| 18.4
|
Bull
| 17.5
| 4.15
| 3.1
| 116
| 66
| 78
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| 5
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| -50
| -54
| -80
| 3
| false
|
Tighten stops on momentum names
|
P7963
|
Hands-off
|
Trust
|
USD
|
2024-11-23
| 440,237
| 42,935
| 397,302
| 1
| 66
| 26.6
| 0
| 7.4
|
GLD:27.0%;AAPL:20.6%;BND:27.0%;QQQ:25.5%
|
US:70.3;EU:6.1;APAC:12.8;EM:9.1;Other:1.7
|
Value:-0.3;Growth:-0.1;Quality:+0.7;Size:-0.1;Momentum:-0.8;LowVol:-0.4
|
ESGOnly
| 8
| 25
| 5.1
|
trailing 8%
| 130
| 13.2
|
Bull
| 12.3
| 3.64
| 2.8
| 112
| 49
| 84
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -21
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 35
| -56
| 161
| 4
| false
|
Tighten stops on momentum names
|
P7964
|
Hands-off
|
IRA
|
USD
|
2025-08-05
| 447,955
| 34,420
| 413,535
| 1
| 56.6
| 29.5
| 6
| 8
|
QQQ:33.3%;VTI:33.3%;TLT:33.3%
|
US:69.7;EU:14.0;APAC:6.2;EM:10.0;Other:0.1
|
Value:+0.2;Growth:+0.7;Quality:+0.4;Size:+0.2;Momentum:-0.9;LowVol:+0.6
|
ESGOnly;MaxPos8%
| 5
| 35
| 4.8
|
hard 10%
| 134
| 14.8
|
Bear
| 24.1
| 3.51
| 1.9
| 139
| -100
| 10
| 71
| true
|
Rebalance
|
Rebalance back to target bands
| 21
| -32
|
BrokerD
|
LMT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 99
| -50
| 215
| 3
| false
|
Tax-aware sells next window
|
P7965
|
Cautious
|
Roth
|
USD
|
2024-07-05
| 718,853
| 114,789
| 604,064
| 1
| 48.5
| 37.1
| 0
| 14.4
|
TLT:22.6%;AAPL:13.8%;XLF:22.6%;VNQ:22.6%;VOO:18.4%
|
US:69.9;EU:9.1;APAC:11.8;EM:5.4;Other:3.8
|
Value:+0.6;Growth:+0.2;Quality:+0.1;Size:-0.4;Momentum:-0.8;LowVol:-0.8
|
NoDerivatives;NoMargin
| 8
| 25
| 4.5
|
trailing 10%
| 96
| 16.5
|
Bear
| 26.9
| 3.79
| 2.6
| 188
| 26
| 78
| 60
| false
|
Buy
|
Add to core equity +1%
| 32
| -15
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| 112
| 13
| 102
| 4
| false
|
Monitor dispersion and breadth
|
P7966
|
Active
|
IRA
|
USD
|
2025-01-28
| 1,070,125
| 108,833
| 961,292
| 1
| 53.3
| 28.1
| 9
| 9.7
|
TLT:20.6%;HYG:28.1%;BRK.B:23.1%;MUB:28.1%
|
US:73.0;EU:10.3;APAC:9.5;EM:4.0;Other:3.1
|
Value:-0.9;Growth:+0.1;Quality:+0.5;Size:+0.2;Momentum:+0.2;LowVol:+0.4
|
MaxPos8%
| 7
| 30
| 5
|
trailing 9%
| 141
| 19.9
|
Volatile
| 31.1
| 4.74
| 2.1
| 135
| -60
| 21
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| 8
|
BrokerD
|
LMT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -3
| -54
| 95
| 3
| false
|
Within IPS guidelines
|
P7967
|
Systematic
|
401k
|
USD
|
2025-02-01
| 506,093
| 38,730
| 467,363
| 1
| 57.8
| 27.8
| 6.1
| 8.3
|
BRK.B:22.4%;TLT:22.4%;XLF:11.2%;AAPL:22.4%;IEF:21.7%
|
US:61.4;EU:12.1;APAC:13.4;EM:10.8;Other:2.3
|
Value:-0.5;Growth:+0.3;Quality:-0.1;Size:-0.9;Momentum:-0.2;LowVol:-0.2
| null | 10
| 25
| 4.4
|
hard 12%
| 139
| 23.1
|
Bear
| 31.7
| 3.17
| 2.7
| 162
| 8
| 64
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -6
| 2
|
BrokerC
|
MKT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 107
| -49
| 124
| 5
| false
|
Tax-aware sells next window
|
P7968
|
Systematic
|
Trust
|
USD
|
2025-10-31
| 455,397
| 30,914
| 424,483
| 1
| 64.6
| 23.8
| 2
| 9.6
|
AMZN:16.9%;VNQ:21.1%;TSLA:8.7%;TLT:21.1%;HYG:19.2%;GLD:13.0%
|
US:62.8;EU:17.2;APAC:11.1;EM:4.6;Other:4.3
|
Value:+0.4;Growth:+0.4;Quality:-0.6;Size:+0.2;Momentum:+0.3;LowVol:-0.6
|
MaxPos6%;NoDerivatives
| 7
| 30
| 4.6
|
trailing 9%
| 187
| 18.4
|
Bull
| 13.6
| 4.34
| 3.1
| 107
| 111
| 92
| 41
| false
|
NoAction
|
Within bands; monitor
| -2
| 6
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| 1
| -16
| 128
| 3
| false
|
Tighten stops on momentum names
|
P7969
|
Hands-off
|
Trust
|
USD
|
2024-09-26
| 174,293
| 11,452
| 162,841
| 1
| 56.3
| 22.7
| 14.6
| 6.3
|
TLT:29.0%;GLD:12.9%;IEF:29.0%;MSFT:29.0%
|
US:79.0;EU:8.7;APAC:7.5;EM:4.7;Other:0.1
|
Value:+0.5;Growth:0.0;Quality:-0.3;Size:-0.5;Momentum:-0.2;LowVol:+0.4
|
ESGOnly;MaxPos5%;NoDerivatives
| 6
| 25
| 4.7
|
hard 10%
| 142
| 13.8
|
Volatile
| 25.9
| 5.37
| 3.7
| 180
| 44
| 59
| 65
| false
|
Buy
|
Add to core equity +1%
| 14
| -33
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| 37
| -58
| 53
| 3
| false
|
Monitor dispersion and breadth
|
P7970
|
Active
|
IRA
|
USD
|
2025-05-25
| 799,645
| 74,479
| 725,166
| 1
| 63.6
| 28.4
| 1.4
| 6.6
|
VOO:20.9%;QQQ:21.3%;BND:15.8%;VTI:21.3%;TLT:20.8%
|
US:73.8;EU:7.1;APAC:7.1;EM:7.8;Other:4.2
|
Value:+0.4;Growth:+0.4;Quality:+0.5;Size:+0.4;Momentum:-0.4;LowVol:-0.8
| null | 8
| 30
| 4.5
|
trailing 8%
| 228
| 23.1
|
Volatile
| 24.1
| 5.1
| 2.6
| 127
| 12
| 70
| 69
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -5
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 82
| -60
| 144
| 3
| false
|
Tax-aware sells next window
|
P7971
|
Opportunistic
|
Trust
|
USD
|
2025-08-25
| 596,445
| 50,609
| 545,836
| 1
| 63.4
| 19.9
| 11.7
| 5.1
|
VTI:22.3%;HYG:22.3%;IEF:22.3%;TLT:17.6%;TSLA:15.6%
|
US:53.7;EU:14.9;APAC:14.8;EM:12.0;Other:4.6
|
Value:+0.8;Growth:+0.7;Quality:-0.7;Size:-0.7;Momentum:+0.7;LowVol:-0.1
|
MaxPos5%;NoDerivatives
| 5
| 30
| 4.1
|
hard 12%
| 259
| 23.2
|
Bull
| 14.2
| 4.41
| 3
| 79
| 9
| 48
| 54
| false
|
Buy
|
Add to core equity +1%
| 27
| -6
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| -12
| -2
| 60
| 5
| false
|
Increase defensive factor exposure
|
P7972
|
Systematic
|
Trust
|
USD
|
2025-04-30
| 1,580,036
| 106,236
| 1,473,800
| 1
| 64.3
| 26.7
| 0
| 9
|
IEF:20.5%;AMZN:26.5%;VOO:26.5%;BND:26.5%
|
US:66.8;EU:12.1;APAC:12.6;EM:6.2;Other:2.3
|
Value:-0.1;Growth:-0.5;Quality:+0.7;Size:-0.7;Momentum:-0.8;LowVol:-0.5
|
NoDerivatives
| 6
| 25
| 5.6
|
trailing 9%
| 134
| 23.6
|
Bear
| 27.2
| 4.38
| 2.8
| 179
| -23
| 25
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| 2
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| 42
| -39
| 168
| 4
| false
|
Tighten stops on momentum names
|
P7973
|
Cautious
|
Roth
|
USD
|
2024-10-09
| 716,094
| 68,105
| 647,989
| 1
| 37.2
| 32.7
| 19.7
| 10.4
|
GLD:33.3%;AMZN:33.3%;MUB:33.3%
|
US:78.6;EU:7.4;APAC:7.7;EM:5.7;Other:0.6
|
Value:-0.2;Growth:+0.3;Quality:+0.2;Size:-0.7;Momentum:-0.2;LowVol:+1.0
|
MaxPos7%;NoDerivatives;NoMargin
| 7
| 25
| 5
|
trailing 8%
| 106
| 15.5
|
Sideways
| 20.1
| 3.6
| 2.5
| 118
| 19
| 69
| 34
| true
|
Hedge
|
Buy index puts 1% notional
| 10
| 6
|
BrokerD
|
MKT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -50
| 5
| -57
| 4
| false
|
Tax-aware sells next window
|
P7974
|
Cautious
|
Trust
|
USD
|
2025-07-24
| 465,373
| 44,627
| 420,746
| 1
| 37.3
| 38.9
| 10.5
| 13.2
|
QQQ:31.4%;TLT:19.6%;AAPL:17.6%;AMZN:31.4%
|
US:73.6;EU:5.7;APAC:9.3;EM:7.7;Other:3.6
|
Value:-0.2;Growth:-0.4;Quality:+0.9;Size:+0.5;Momentum:-0.5;LowVol:+0.7
|
ESGOnly;NoMargin
| 10
| 25
| 3.7
|
trailing 8%
| 110
| 19
|
Bull
| 17.2
| 3.86
| 2.5
| 87
| 103
| 99
| 33
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 24
| -23
|
BrokerC
|
MKT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 12
| -49
| -18
| 4
| false
|
Within IPS guidelines
|
P7975
|
Hands-off
|
Trust
|
USD
|
2024-07-26
| 221,463
| 20,731
| 200,732
| 1
| 57.2
| 16.8
| 19.9
| 6.1
|
BRK.B:10.7%;AAPL:22.3%;VNQ:22.3%;VOO:22.3%;HYG:22.3%
|
US:72.0;EU:9.0;APAC:4.9;EM:9.6;Other:4.5
|
Value:+0.3;Growth:-0.4;Quality:-1.0;Size:+0.4;Momentum:0.0;LowVol:-0.9
|
ESGOnly;MaxPos5%;NoDerivatives
| 8
| 35
| 4.5
|
hard 10%
| 165
| 18.7
|
Volatile
| 30.9
| 4.71
| 4.2
| 112
| 46
| 67
| 86
| true
|
Hedge
|
Buy index puts 1% notional
| 4
| 10
|
BrokerD
|
MKT
| 100
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 66
| 18
| 54
| 2
| false
|
Increase defensive factor exposure
|
P7976
|
Hands-off
|
IRA
|
USD
|
2025-10-25
| 421,182
| 37,640
| 383,542
| 1
| 69.5
| 25.5
| 0
| 5
|
BND:27.0%;IEF:19.0%;MUB:27.0%;VTI:27.0%
|
US:69.5;EU:10.3;APAC:5.9;EM:12.3;Other:2.1
|
Value:-0.6;Growth:-0.8;Quality:-0.6;Size:+0.5;Momentum:+0.8;LowVol:-0.6
| null | 5
| 30
| 4.9
|
trailing 8%
| 102
| 15.5
|
Volatile
| 20.1
| 4.9
| 2.4
| 122
| 33
| 80
| 67
| false
|
Buy
|
Add to core equity +1%
| 30
| 12
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| -5
| -28
| 24
| 5
| false
|
Within IPS guidelines
|
P7977
|
Hands-off
|
401k
|
USD
|
2025-08-19
| 651,459
| 46,634
| 604,825
| 1
| 60.7
| 17.3
| 15.7
| 6.3
|
AAPL:25.0%;BRK.B:25.0%;VOO:25.0%;TLT:25.0%
|
US:76.7;EU:5.8;APAC:9.1;EM:5.4;Other:3.0
|
Value:+0.2;Growth:+0.3;Quality:-0.0;Size:+0.6;Momentum:+0.9;LowVol:+0.9
|
MaxPos5%
| 7
| 30
| 4.3
|
trailing 10%
| 99
| 19.3
|
Volatile
| 23.1
| 3.53
| 3.8
| 111
| -13
| 39
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -20
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 78
| -50
| 177
| 3
| false
|
Tighten stops on momentum names
|
P7978
|
Active
|
IRA
|
USD
|
2025-07-10
| 1,970,506
| 151,773
| 1,818,733
| 1
| 51.9
| 31.3
| 8.6
| 8.1
|
MUB:33.3%;IEF:33.3%;BND:33.3%
|
US:69.0;EU:9.1;APAC:11.2;EM:8.0;Other:2.7
|
Value:+0.5;Growth:-0.1;Quality:-0.2;Size:-0.6;Momentum:-0.5;LowVol:-0.0
|
NoDerivatives
| 7
| 35
| 5.7
|
trailing 9%
| 220
| 18.8
|
Bull
| 16
| 4.15
| 2.5
| 102
| 117
| 100
| 52
| false
|
NoAction
|
Within bands; monitor
| 17
| 10
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -60
| -41
| -81
| 3
| false
|
Within IPS guidelines
|
P7979
|
Opportunistic
|
Taxable
|
USD
|
2025-11-12
| 1,553,345
| 89,329
| 1,464,016
| 1
| 62.6
| 11.1
| 18.6
| 7.6
|
AMZN:33.3%;MSFT:33.3%;VNQ:33.3%
|
US:66.0;EU:12.8;APAC:12.7;EM:5.9;Other:2.6
|
Value:+0.2;Growth:+0.3;Quality:-0.7;Size:-0.3;Momentum:+0.5;LowVol:+0.4
|
MaxPos5%
| 10
| 25
| 6.6
|
trailing 7%
| 271
| 22.9
|
Bear
| 34.8
| 4.23
| 2.8
| 176
| -84
| 18
| 90
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| 3
|
BrokerC
|
VWAP
| 95
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 98
| -42
| 219
| 2
| true
|
Tax-aware sells next window
|
P7980
|
Opportunistic
|
Roth
|
USD
|
2025-07-21
| 561,759
| 40,610
| 521,149
| 1
| 76.9
| 13.8
| 4.1
| 5.2
|
TSLA:21.8%;AMZN:21.8%;VOO:15.1%;AAPL:21.8%;QQQ:11.6%;BRK.B:7.8%
|
US:68.0;EU:6.9;APAC:12.7;EM:9.2;Other:3.1
|
Value:-0.6;Growth:+0.2;Quality:-0.6;Size:0.0;Momentum:-0.2;LowVol:-0.6
|
NoDerivatives
| 10
| 25
| 4
|
trailing 7%
| 260
| 21.3
|
Sideways
| 19.8
| 4.96
| 2.9
| 107
| 49
| 80
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| 1
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 42
| -31
| 128
| 3
| false
|
Monitor dispersion and breadth
|
P7981
|
Hands-off
|
Roth
|
USD
|
2025-11-06
| 366,419
| 16,153
| 350,266
| 1
| 69.1
| 24.2
| 0.3
| 6.4
|
VTI:22.0%;QQQ:22.0%;AMZN:17.3%;BND:22.0%;VOO:16.8%
|
US:59.7;EU:16.8;APAC:12.4;EM:9.6;Other:1.5
|
Value:+0.7;Growth:+0.2;Quality:+0.3;Size:-0.8;Momentum:+0.6;LowVol:-0.0
| null | 7
| 35
| 4
|
trailing 8%
| 150
| 13.6
|
Volatile
| 25.9
| 4.09
| 2.9
| 180
| -19
| 35
| 63
| false
|
NoAction
|
Within bands; monitor
| 8
| -23
|
BrokerC
|
VWAP
| 88
| null | null |
Normal monitoring
| 78
| -15
| 106
| 5
| false
|
Within IPS guidelines
|
P7982
|
Systematic
|
Taxable
|
USD
|
2024-09-07
| 1,740,638
| 146,673
| 1,593,965
| 1
| 62.3
| 30.7
| 0
| 7.1
|
AMZN:22.3%;TSLA:22.3%;MUB:11.5%;QQQ:22.3%;BRK.B:21.6%
|
US:60.2;EU:13.8;APAC:13.0;EM:9.1;Other:3.9
|
Value:-0.1;Growth:+0.9;Quality:-0.5;Size:-0.5;Momentum:-0.6;LowVol:-0.1
| null | 5
| 30
| 5
|
hard 12%
| 188
| 18.7
|
Bear
| 28.5
| 4.02
| 1.4
| 134
| -3
| 58
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 25
| -34
|
BrokerC
|
MKT
| 86
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 89
| 12
| 170
| 3
| false
|
Increase defensive factor exposure
|
P7983
|
Opportunistic
|
Taxable
|
USD
|
2025-10-22
| 1,634,639
| 101,995
| 1,532,644
| 1
| 67.5
| 18.5
| 8.8
| 5.1
|
VOO:23.0%;AMZN:10.2%;GLD:12.1%;IEF:20.6%;BRK.B:11.2%;HYG:23.0%
|
US:77.7;EU:6.7;APAC:8.9;EM:5.0;Other:1.7
|
Value:+0.7;Growth:-0.3;Quality:-0.9;Size:+0.3;Momentum:+0.9;LowVol:+0.3
|
NoDerivatives
| 6
| 35
| 4.5
|
hard 12%
| 243
| 32.3
|
Sideways
| 16.4
| 4.12
| 3.2
| 116
| -2
| 51
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -36
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| -58
| -60
| 6
| 3
| false
|
Tax-aware sells next window
|
P7984
|
Active
|
Trust
|
USD
|
2024-11-01
| 2,211,137
| 163,448
| 2,047,689
| 1
| 68
| 21.5
| 4.7
| 5.8
|
TSLA:11.3%;MSFT:22.1%;TLT:14.7%;HYG:16.1%;AMZN:21.2%;VOO:14.5%
|
US:71.1;EU:12.9;APAC:8.7;EM:5.2;Other:2.1
|
Value:-0.7;Growth:-0.6;Quality:+0.4;Size:-0.6;Momentum:+0.4;LowVol:-0.7
|
MaxPos7%
| 7
| 30
| 4.6
|
trailing 8%
| 198
| 22.6
|
Volatile
| 31.7
| 5.15
| 2.3
| 142
| -52
| 10
| 90
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| -38
|
BrokerB
|
MKT
| 86
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 90
| -39
| 95
| 2
| false
|
Tax-aware sells next window
|
P7985
|
Active
|
401k
|
USD
|
2025-02-28
| 2,084,774
| 229,428
| 1,855,346
| 1
| 60.6
| 26.1
| 4.3
| 8.9
|
MSFT:37.3%;AMZN:25.4%;BND:37.3%
|
US:60.1;EU:13.7;APAC:7.1;EM:13.8;Other:5.4
|
Value:+0.6;Growth:+0.5;Quality:+0.8;Size:-1.0;Momentum:+0.3;LowVol:+0.5
|
MaxPos5%
| 8
| 30
| 5.3
|
trailing 9%
| 134
| 20
|
Bear
| 25.6
| 3.24
| 1.2
| 141
| 37
| 69
| 67
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -37
|
BrokerD
|
LMT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 51
| -49
| 96
| 2
| false
|
Increase defensive factor exposure
|
P7986
|
Active
|
Roth
|
USD
|
2025-02-13
| 2,264,653
| 167,303
| 2,097,350
| 1
| 60
| 26.3
| 5
| 8.7
|
VTI:33.3%;BND:33.3%;XLF:33.3%
|
US:67.1;EU:10.1;APAC:11.7;EM:8.5;Other:2.6
|
Value:+0.5;Growth:+0.9;Quality:+0.6;Size:+0.5;Momentum:-0.8;LowVol:-0.7
|
MaxPos6%
| 8
| 30
| 4.2
|
trailing 9%
| 141
| 17.7
|
Bull
| 16.4
| 4.81
| 3.1
| 81
| 110
| 100
| 51
| true
|
Hedge
|
Buy index puts 1% notional
| -2
| -15
|
BrokerD
|
LMT
| 90
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 86
| -1
| 226
| 2
| false
|
Within IPS guidelines
|
P7987
|
Systematic
|
Trust
|
USD
|
2025-09-17
| 1,622,191
| 84,581
| 1,537,610
| 1
| 64.6
| 28.8
| 0
| 6.6
|
BND:26.9%;VOO:19.8%;TSLA:26.9%;QQQ:26.5%
|
US:70.8;EU:10.8;APAC:6.9;EM:8.2;Other:3.3
|
Value:-0.7;Growth:+0.1;Quality:-0.6;Size:0.0;Momentum:+0.2;LowVol:-0.7
|
MaxPos8%
| 10
| 25
| 4.3
|
hard 12%
| 212
| 16.6
|
Bull
| 14.6
| 4.4
| 2.9
| 78
| 76
| 73
| 54
| false
|
Buy
|
Add to core equity +1%
| 30
| -15
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 69
| 17
| 67
| 4
| false
|
Tax-aware sells next window
|
P7988
|
Systematic
|
Roth
|
USD
|
2025-12-15
| 1,869,613
| 120,536
| 1,749,077
| 1
| 56.9
| 29.1
| 7.5
| 6.5
|
BND:33.3%;QQQ:33.3%;AAPL:33.3%
|
US:67.4;EU:18.0;APAC:7.6;EM:4.0;Other:2.9
|
Value:+0.8;Growth:-0.0;Quality:+0.9;Size:+0.4;Momentum:-0.4;LowVol:-0.5
|
MaxPos8%;NoDerivatives
| 10
| 35
| 5.3
|
trailing 8%
| 158
| 21.3
|
Bull
| 13.5
| 4.83
| 2.8
| 100
| 87
| 99
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -33
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| 50
| -5
| 14
| 4
| false
|
Increase defensive factor exposure
|
P7989
|
Opportunistic
|
IRA
|
USD
|
2024-10-09
| 865,955
| 58,460
| 807,495
| 1
| 72.6
| 12.3
| 7.7
| 7.4
|
AMZN:25.0%;VOO:25.0%;MUB:25.0%;VTI:25.0%
|
US:65.1;EU:13.6;APAC:12.4;EM:8.0;Other:0.9
|
Value:-0.3;Growth:+0.8;Quality:+0.3;Size:+0.8;Momentum:-0.2;LowVol:0.0
|
MaxPos7%
| 8
| 30
| 6.2
|
hard 12%
| 241
| 26.7
|
Bull
| 16.4
| 4.13
| 2.3
| 97
| 45
| 71
| 63
| false
|
NoAction
|
Within bands; monitor
| 32
| -19
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| -48
| -58
| 6
| 5
| false
|
Within IPS guidelines
|
P7990
|
Hands-off
|
IRA
|
USD
|
2025-12-03
| 197,924
| 17,545
| 180,379
| 1
| 59.9
| 20.5
| 10
| 9.7
|
MSFT:27.0%;BRK.B:27.0%;XLF:27.0%;TLT:19.0%
|
US:70.2;EU:11.5;APAC:6.6;EM:8.7;Other:3.0
|
Value:+0.1;Growth:+0.5;Quality:-0.1;Size:-0.7;Momentum:+0.6;LowVol:+0.8
|
ESGOnly
| 7
| 25
| 5.5
|
trailing 8%
| 127
| 15.8
|
Sideways
| 17.2
| 4.97
| 2.7
| 113
| 40
| 83
| 41
| false
|
NoAction
|
Within bands; monitor
| 28
| 4
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -39
| -4
| -57
| 4
| false
|
Increase defensive factor exposure
|
P7991
|
Systematic
|
Roth
|
USD
|
2025-03-23
| 1,164,778
| 108,874
| 1,055,904
| 1
| 56.6
| 24.4
| 12.6
| 6.4
|
HYG:21.1%;MUB:21.1%;GLD:20.7%;XLF:21.1%;BND:15.8%
|
US:60.9;EU:18.0;APAC:11.1;EM:5.1;Other:4.9
|
Value:+0.8;Growth:-0.9;Quality:-0.5;Size:-0.9;Momentum:-1.0;LowVol:+0.9
|
MaxPos8%
| 6
| 25
| 5.1
|
hard 12%
| 220
| 18.3
|
Bull
| 11.6
| 4.07
| 2.6
| 84
| 101
| 100
| 42
| false
|
Buy
|
Add to core equity +1%
| 2
| -33
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 0
| -1
| 53
| 5
| false
|
Monitor dispersion and breadth
|
P7992
|
Hands-off
|
Trust
|
USD
|
2024-08-13
| 672,316
| 64,295
| 608,021
| 1
| 58.3
| 21.6
| 14.5
| 5.6
|
VNQ:28.3%;BND:28.3%;XLF:15.2%;IEF:28.3%
|
US:66.1;EU:12.4;APAC:8.6;EM:9.0;Other:4.0
|
Value:+0.1;Growth:+0.6;Quality:+0.4;Size:+0.9;Momentum:+0.4;LowVol:+0.7
|
MaxPos6%
| 6
| 25
| 4.5
|
hard 10%
| 98
| 15.7
|
Sideways
| 15.5
| 3.51
| 2.9
| 101
| 21
| 69
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| 9
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 22
| -6
| 15
| 5
| false
|
Tighten stops on momentum names
|
P7993
|
Opportunistic
|
401k
|
USD
|
2024-12-27
| 1,200,696
| 72,853
| 1,127,843
| 1
| 66.5
| 14.2
| 13.6
| 5.7
|
VNQ:21.8%;IEF:21.8%;QQQ:21.8%;MUB:8.4%;AAPL:17.6%;VOO:8.5%
|
US:67.4;EU:9.8;APAC:14.1;EM:4.8;Other:3.9
|
Value:-0.6;Growth:-0.1;Quality:+0.8;Size:+1.0;Momentum:0.0;LowVol:+0.2
| null | 7
| 35
| 6.3
|
hard 12%
| 270
| 21
|
Volatile
| 25.2
| 4.44
| 4
| 147
| 6
| 66
| 62
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -18
|
BrokerD
|
MKT
| 91
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -56
| -13
| 68
| 2
| false
|
Within IPS guidelines
|
P7994
|
Active
|
IRA
|
USD
|
2024-10-15
| 1,851,465
| 137,201
| 1,714,264
| 1
| 56
| 26.2
| 9.1
| 8.7
|
IEF:28.1%;AAPL:28.1%;BRK.B:15.6%;AMZN:28.1%
|
US:59.4;EU:17.2;APAC:9.7;EM:9.4;Other:4.2
|
Value:-0.3;Growth:+0.4;Quality:+0.8;Size:-1.0;Momentum:-0.4;LowVol:-0.4
| null | 6
| 30
| 5.9
|
trailing 8%
| 218
| 26
|
Volatile
| 26.9
| 5.16
| 3.6
| 145
| -42
| 39
| 69
| false
|
Sell
|
Trim extended winner -1%
| 21
| 8
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| -33
| -19
| -56
| 5
| false
|
Tax-aware sells next window
|
P7995
|
Cautious
|
Trust
|
USD
|
2025-07-08
| 740,939
| 61,623
| 679,316
| 1
| 38.2
| 35.8
| 9.9
| 16.1
|
HYG:15.4%;VOO:18.5%;MUB:17.1%;MSFT:20.5%;XLF:19.8%;BND:8.7%
|
US:61.7;EU:15.2;APAC:10.5;EM:11.2;Other:1.4
|
Value:0.0;Growth:-1.0;Quality:-0.4;Size:+0.6;Momentum:-0.3;LowVol:+0.1
|
NoMargin
| 6
| 30
| 3.5
|
trailing 8%
| 116
| 19.2
|
Bull
| 11.5
| 3.62
| 2.7
| 77
| 115
| 93
| 24
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| -10
|
BrokerD
|
LMT
| 94
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 98
| -44
| 157
| 5
| false
|
Increase defensive factor exposure
|
P7996
|
Cautious
|
Roth
|
USD
|
2025-06-23
| 654,308
| 81,067
| 573,241
| 1
| 42.1
| 39.8
| 7.6
| 10.5
|
VTI:20.7%;AAPL:12.8%;VOO:22.3%;TLT:22.0%;BRK.B:22.3%
|
US:62.4;EU:16.9;APAC:8.6;EM:9.6;Other:2.4
|
Value:-0.8;Growth:+0.9;Quality:+0.9;Size:-0.9;Momentum:-0.9;LowVol:+0.5
|
NoDerivatives;NoMargin
| 8
| 35
| 5.5
|
trailing 8%
| 93
| 16.9
|
Bear
| 26.4
| 3.89
| 2.9
| 143
| 28
| 67
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -1
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| 68
| 18
| 169
| 4
| false
|
Within IPS guidelines
|
P7997
|
Cautious
|
Roth
|
USD
|
2025-07-31
| 264,096
| 21,789
| 242,307
| 1
| 48.5
| 32.2
| 8.5
| 10.8
|
BND:23.3%;BRK.B:23.3%;TSLA:23.3%;VOO:17.5%;VNQ:12.5%
|
US:65.9;EU:9.1;APAC:16.8;EM:4.9;Other:3.3
|
Value:-0.4;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:+0.9;LowVol:+0.9
|
ESGOnly;NoMargin
| 6
| 30
| 3.1
|
trailing 8%
| 136
| 16.3
|
Bear
| 31.6
| 3.59
| 2.4
| 172
| -35
| 38
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| 1
| -10
|
BrokerB
|
MKT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 93
| -20
| 97
| 4
| false
|
Tighten stops on momentum names
|
P7998
|
Active
|
401k
|
USD
|
2024-11-17
| 2,284,993
| 208,489
| 2,076,504
| 1
| 52.5
| 27.5
| 12.2
| 7.8
|
AMZN:13.6%;IEF:23.8%;VNQ:18.4%;QQQ:20.4%;HYG:23.8%
|
US:58.8;EU:19.0;APAC:11.3;EM:6.2;Other:4.7
|
Value:-0.6;Growth:-0.1;Quality:+0.6;Size:-0.6;Momentum:-0.6;LowVol:+0.9
|
MaxPos6%
| 8
| 30
| 6
|
trailing 9%
| 182
| 20.6
|
Volatile
| 21.4
| 5.24
| 2.2
| 156
| 20
| 53
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -15
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 42
| -2
| 127
| 5
| false
|
Monitor dispersion and breadth
|
P7999
|
Opportunistic
|
Taxable
|
USD
|
2024-12-08
| 1,186,373
| 82,681
| 1,103,692
| 1
| 73.8
| 21.1
| 0
| 5.1
|
VTI:25.0%;XLF:25.0%;HYG:25.0%;MUB:25.0%
|
US:66.3;EU:9.9;APAC:12.5;EM:9.9;Other:1.3
|
Value:-0.5;Growth:+0.9;Quality:+0.6;Size:+0.7;Momentum:-0.4;LowVol:-0.5
| null | 7
| 25
| 4.7
|
trailing 9%
| 231
| 21.4
|
Bull
| 17.5
| 4.57
| 3.2
| 105
| 17
| 72
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -8
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 112
| -27
| 163
| 5
| false
|
Increase defensive factor exposure
|
P8000
|
Cautious
|
Roth
|
USD
|
2025-06-04
| 796,961
| 114,019
| 682,942
| 1
| 45.9
| 32.5
| 6.2
| 15.4
|
VOO:14.5%;TSLA:28.5%;IEF:28.5%;BRK.B:28.5%
|
US:69.5;EU:11.7;APAC:10.6;EM:7.1;Other:1.1
|
Value:-0.1;Growth:-0.0;Quality:+0.8;Size:+0.7;Momentum:+1.0;LowVol:-0.8
|
MaxPos7%;NoDerivatives;NoMargin
| 10
| 25
| 4.8
|
trailing 8%
| 127
| 19
|
Bear
| 25.4
| 3.78
| 2.9
| 157
| 39
| 82
| 63
| false
|
Buy
|
Add to core equity +1%
| 14
| -25
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| 105
| 12
| 199
| 3
| false
|
Within IPS guidelines
|
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