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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8301
|
Systematic
|
IRA
|
USD
|
2025-08-09
| 1,925,064
| 114,849
| 1,810,215
| 1
| 56.1
| 31.5
| 4.1
| 8.3
|
VTI:24.6%;IEF:24.3%;TSLA:25.5%;HYG:25.5%
|
US:64.5;EU:8.0;APAC:9.3;EM:12.2;Other:6.0
|
Value:+0.1;Growth:-0.4;Quality:-0.5;Size:-0.6;Momentum:-0.0;LowVol:+0.2
| null | 5
| 35
| 5.3
|
trailing 9%
| 162
| 27.2
|
Bull
| 17.9
| 3.74
| 3.4
| 79
| 114
| 100
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -32
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 37
| -4
| 103
| 3
| false
|
Tighten stops on momentum names
|
P8302
|
Opportunistic
|
Taxable
|
USD
|
2025-12-19
| 1,253,390
| 39,443
| 1,213,947
| 1
| 77.9
| 10.8
| 6.7
| 4.5
|
BRK.B:8.0%;VOO:22.3%;AAPL:13.7%;XLF:22.3%;VNQ:22.3%;GLD:11.3%
|
US:61.8;EU:17.1;APAC:8.7;EM:10.8;Other:1.5
|
Value:+0.9;Growth:-0.2;Quality:+0.3;Size:-0.1;Momentum:-0.0;LowVol:-0.2
|
MaxPos8%
| 10
| 25
| 5.8
|
trailing 7%
| 232
| 30.4
|
Bull
| 13
| 4.45
| 3.1
| 78
| 40
| 58
| 48
| false
|
Sell
|
Trim extended winner -1%
| 6
| -22
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| 105
| 5
| 193
| 4
| false
|
Increase defensive factor exposure
|
P8303
|
Cautious
|
IRA
|
USD
|
2024-10-02
| 584,797
| 57,551
| 527,246
| 1
| 51
| 39.3
| 0
| 9.7
|
MSFT:33.7%;VNQ:32.5%;MUB:33.7%
|
US:69.7;EU:14.4;APAC:9.6;EM:5.0;Other:1.3
|
Value:-0.7;Growth:-0.1;Quality:-0.4;Size:+0.8;Momentum:0.0;LowVol:+0.5
|
MaxPos8%;NoDerivatives;NoMargin
| 5
| 25
| 5
|
trailing 8%
| 111
| 13.7
|
Bull
| 17.8
| 3.98
| 3.1
| 104
| 106
| 91
| 41
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -3
| -26
|
BrokerD
|
MKT
| 89
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 91
| 14
| 191
| 5
| false
|
Tax-aware sells next window
|
P8304
|
Hands-off
|
Roth
|
USD
|
2025-03-07
| 160,817
| 10,620
| 150,197
| 1
| 65.3
| 25.3
| 0
| 9.4
|
HYG:20.4%;VOO:15.2%;GLD:14.2%;MSFT:20.7%;BND:13.4%;TSLA:16.1%
|
US:76.0;EU:6.7;APAC:6.5;EM:4.8;Other:6.0
|
Value:+0.5;Growth:-0.8;Quality:-0.9;Size:-0.5;Momentum:+0.7;LowVol:-0.9
|
NoDerivatives
| 7
| 35
| 5.1
|
trailing 10%
| 119
| 16.4
|
Volatile
| 28.1
| 4.68
| 3.2
| 130
| -20
| 30
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| -7
|
BrokerA
|
MKT
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -33
| -8
| 0
| 3
| false
|
Monitor dispersion and breadth
|
P8305
|
Hands-off
|
IRA
|
USD
|
2024-10-26
| 801,001
| 64,393
| 736,608
| 1
| 60.8
| 29.6
| 0
| 9.5
|
AAPL:19.1%;VTI:21.3%;BRK.B:21.3%;MSFT:17.0%;AMZN:21.3%
|
US:70.3;EU:7.8;APAC:11.9;EM:5.1;Other:4.9
|
Value:+0.4;Growth:-0.4;Quality:-0.2;Size:-0.9;Momentum:+0.9;LowVol:-0.3
|
ESGOnly
| 8
| 30
| 3.9
|
trailing 8%
| 93
| 14.8
|
Bull
| 11.1
| 3.96
| 2.2
| 83
| 109
| 100
| 44
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 8
| -2
|
BrokerD
|
VWAP
| 93
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 52
| 15
| 158
| 2
| false
|
Monitor dispersion and breadth
|
P8306
|
Opportunistic
|
Taxable
|
USD
|
2025-06-14
| 1,611,766
| 76,532
| 1,535,234
| 1
| 72.6
| 19.7
| 0
| 7.7
|
QQQ:33.3%;MSFT:33.3%;XLF:33.3%
|
US:58.2;EU:20.5;APAC:9.9;EM:8.1;Other:3.3
|
Value:+0.9;Growth:-0.6;Quality:-1.0;Size:+0.7;Momentum:+0.4;LowVol:-0.1
| null | 5
| 30
| 4.4
|
trailing 7%
| 255
| 30.1
|
Bull
| 12.5
| 4.21
| 2.8
| 114
| 86
| 100
| 44
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| 1
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 81
| -43
| 140
| 2
| false
|
Within IPS guidelines
|
P8307
|
Systematic
|
401k
|
USD
|
2025-02-19
| 1,082,378
| 96,615
| 985,763
| 1
| 56.6
| 25.2
| 9.4
| 8.8
|
MUB:18.7%;HYG:10.3%;XLF:23.7%;BRK.B:23.7%;VNQ:23.7%
|
US:65.5;EU:15.5;APAC:7.7;EM:11.0;Other:0.3
|
Value:+0.7;Growth:-0.6;Quality:+0.1;Size:-0.2;Momentum:-0.2;LowVol:+0.3
| null | 6
| 35
| 5.8
|
hard 12%
| 175
| 26.3
|
Bull
| 12.9
| 4.94
| 2.6
| 102
| 67
| 86
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| 12
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 68
| 18
| 28
| 5
| false
|
Tighten stops on momentum names
|
P8308
|
Cautious
|
Taxable
|
USD
|
2025-05-30
| 731,735
| 89,708
| 642,027
| 1
| 37.7
| 44.2
| 1.4
| 16.7
|
QQQ:8.9%;VOO:21.4%;TSLA:14.9%;AAPL:20.2%;HYG:21.4%;MSFT:13.2%
|
US:72.5;EU:7.8;APAC:7.1;EM:8.2;Other:4.4
|
Value:-0.2;Growth:+0.5;Quality:-0.9;Size:+0.7;Momentum:+0.7;LowVol:-0.7
|
MaxPos5%;NoDerivatives;NoMargin
| 7
| 25
| 3.7
|
trailing 8%
| 160
| 15
|
Volatile
| 22.8
| 4.2
| 2.6
| 124
| 9
| 69
| 54
| false
|
Buy
|
Add to core equity +1%
| 3
| -5
|
BrokerA
|
VWAP
| 95
| null | null |
Normal monitoring
| 104
| -15
| 101
| 4
| false
|
Tax-aware sells next window
|
P8309
|
Opportunistic
|
401k
|
USD
|
2024-11-14
| 1,306,386
| 105,028
| 1,201,358
| 1.21
| 69.6
| 14.9
| 10.9
| 4.6
|
IEF:27.6%;AMZN:27.6%;TSLA:20.6%;MUB:24.2%
|
US:69.5;EU:18.8;APAC:6.6;EM:4.9;Other:0.2
|
Value:+0.5;Growth:-0.3;Quality:-0.2;Size:-0.3;Momentum:-0.4;LowVol:+0.1
| null | 8
| 35
| 5.5
|
trailing 7%
| 209
| 26.9
|
Sideways
| 16.3
| 3.92
| 2.9
| 105
| 51
| 70
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| -28
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| -54
| 16
| 86
| 3
| false
|
Within IPS guidelines
|
P8310
|
Active
|
401k
|
USD
|
2024-12-24
| 1,875,702
| 142,007
| 1,733,695
| 1
| 57.5
| 27.9
| 5.4
| 9.1
|
VOO:34.0%;HYG:31.9%;GLD:34.0%
|
US:54.6;EU:19.7;APAC:13.3;EM:7.0;Other:5.3
|
Value:-0.3;Growth:-1.0;Quality:-0.3;Size:+0.4;Momentum:+0.4;LowVol:-0.9
|
MaxPos8%
| 8
| 30
| 5.7
|
hard 12%
| 220
| 22.9
|
Bull
| 16.7
| 4.88
| 2.5
| 108
| 53
| 77
| 56
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -21
|
BrokerC
|
MKT
| 92
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 114
| -35
| 82
| 3
| false
|
Increase defensive factor exposure
|
P8311
|
Opportunistic
|
401k
|
USD
|
2024-07-29
| 810,038
| 49,105
| 760,933
| 1.07
| 75.6
| 10.1
| 6.4
| 7.9
|
MUB:18.7%;BND:23.3%;HYG:11.4%;MSFT:23.3%;QQQ:23.3%
|
US:63.4;EU:18.7;APAC:6.2;EM:10.6;Other:1.1
|
Value:-0.5;Growth:+0.4;Quality:-0.7;Size:-0.8;Momentum:+0.9;LowVol:-0.9
|
MaxPos5%
| 6
| 35
| 6.7
|
trailing 9%
| 196
| 26.8
|
Bull
| 12
| 3.6
| 2
| 97
| 3
| 48
| 50
| false
|
NoAction
|
Within bands; monitor
| 10
| -7
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 16
| 7
| -19
| 4
| false
|
Increase defensive factor exposure
|
P8312
|
Systematic
|
Roth
|
USD
|
2025-11-25
| 1,544,901
| 85,641
| 1,459,260
| 1
| 59.3
| 21.7
| 9
| 10
|
BRK.B:20.3%;IEF:8.1%;TSLA:19.3%;BND:15.8%;VOO:19.1%;VNQ:17.4%
|
US:56.1;EU:18.1;APAC:12.0;EM:8.7;Other:5.1
|
Value:+0.8;Growth:+0.3;Quality:+0.1;Size:+0.7;Momentum:+0.2;LowVol:-0.2
|
MaxPos6%
| 10
| 30
| 5.6
|
hard 12%
| 222
| 24.9
|
Volatile
| 30.1
| 4.37
| 2.5
| 133
| -8
| 36
| 85
| true
|
Hedge
|
Buy index puts 1% notional
| 6
| -9
|
BrokerC
|
LMT
| 97
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 13
| -49
| 113
| 3
| true
|
Tax-aware sells next window
|
P8313
|
Cautious
|
Roth
|
USD
|
2025-02-20
| 546,523
| 50,579
| 495,944
| 1
| 39.4
| 41.5
| 9.2
| 10
|
TLT:33.3%;TSLA:33.3%;IEF:33.3%
|
US:77.2;EU:7.3;APAC:9.1;EM:6.1;Other:0.3
|
Value:-0.5;Growth:-0.2;Quality:+0.6;Size:-0.3;Momentum:-0.4;LowVol:-0.7
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 30
| 6
|
trailing 8%
| 165
| 19
|
Sideways
| 14.6
| 3.51
| 2.6
| 98
| 55
| 72
| 22
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -28
|
BrokerB
|
MKT
| 91
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -27
| -36
| 40
| 2
| true
|
Within IPS guidelines
|
P8314
|
Active
|
IRA
|
USD
|
2024-09-01
| 2,158,898
| 239,711
| 1,919,187
| 1.14
| 57.5
| 18.4
| 15.2
| 8.9
|
TSLA:16.1%;VOO:28.0%;MSFT:28.0%;BND:28.0%
|
US:65.1;EU:20.4;APAC:7.0;EM:7.2;Other:0.3
|
Value:-0.1;Growth:-0.4;Quality:+0.4;Size:+0.2;Momentum:0.0;LowVol:-0.7
| null | 5
| 35
| 5.4
|
trailing 8%
| 166
| 17.5
|
Bear
| 31.9
| 4.32
| 2.1
| 131
| -87
| 7
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 4
| -18
|
BrokerD
|
LMT
| 88
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 70
| -31
| 44
| 4
| false
|
Tax-aware sells next window
|
P8315
|
Hands-off
|
401k
|
USD
|
2024-09-30
| 346,082
| 25,649
| 320,433
| 1
| 56.7
| 15.9
| 21.5
| 5.9
|
MUB:33.3%;VOO:33.3%;HYG:33.3%
|
US:68.0;EU:16.6;APAC:5.8;EM:4.8;Other:4.8
|
Value:+0.9;Growth:-0.4;Quality:-0.6;Size:+0.9;Momentum:+0.2;LowVol:-1.0
|
MaxPos7%;NoDerivatives
| 5
| 35
| 5.6
|
trailing 10%
| 110
| 19.6
|
Bull
| 12.9
| 3.52
| 2.6
| 84
| 70
| 72
| 33
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -8
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 30
| 11
| 11
| 4
| false
|
Monitor dispersion and breadth
|
P8316
|
Cautious
|
Trust
|
USD
|
2025-11-30
| 312,824
| 42,127
| 270,697
| 1
| 51.2
| 37.8
| 0
| 11
|
TSLA:12.6%;VTI:29.1%;MUB:29.1%;GLD:29.1%
|
US:63.8;EU:15.6;APAC:6.4;EM:10.2;Other:4.0
|
Value:+0.5;Growth:+0.3;Quality:-0.8;Size:+0.4;Momentum:+0.1;LowVol:-0.5
|
NoMargin
| 7
| 25
| 5.1
|
trailing 10%
| 94
| 14.7
|
Volatile
| 21.7
| 3.68
| 2.5
| 160
| -28
| 35
| 44
| true
|
Rebalance
|
Rebalance back to target bands
| -11
| -27
|
BrokerA
|
MKT
| 95
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 13
| -58
| 141
| 5
| false
|
Tax-aware sells next window
|
P8317
|
Hands-off
|
Taxable
|
USD
|
2024-10-10
| 469,500
| 19,513
| 449,987
| 1
| 69.4
| 23.5
| 0
| 7.1
|
XLF:25.3%;BND:13.3%;QQQ:25.3%;TLT:11.0%;BRK.B:25.3%
|
US:70.0;EU:9.5;APAC:5.7;EM:10.6;Other:4.2
|
Value:+0.9;Growth:-0.7;Quality:+0.5;Size:-0.6;Momentum:+0.7;LowVol:+0.6
|
ESGOnly;NoDerivatives
| 6
| 25
| 4.9
|
hard 10%
| 91
| 16.5
|
Volatile
| 20.9
| 3.93
| 2.2
| 140
| 5
| 43
| 59
| false
|
Sell
|
Trim extended winner -1%
| -2
| -30
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 80
| -60
| 110
| 3
| false
|
Increase defensive factor exposure
|
P8318
|
Cautious
|
Taxable
|
USD
|
2025-01-16
| 170,968
| 24,960
| 146,008
| 1
| 42.6
| 43.9
| 0
| 13.5
|
XLF:28.2%;AAPL:27.1%;AMZN:16.5%;IEF:28.2%
|
US:66.0;EU:6.7;APAC:17.1;EM:8.3;Other:1.8
|
Value:+0.7;Growth:-0.5;Quality:+0.8;Size:-0.5;Momentum:-0.5;LowVol:+0.8
|
MaxPos5%;NoMargin
| 5
| 30
| 5
|
hard 10%
| 131
| 13.5
|
Bull
| 13.9
| 4.86
| 2.2
| 83
| 42
| 73
| 25
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| 6
|
BrokerD
|
VWAP
| 93
| null | null |
Normal monitoring
| 42
| -9
| 101
| 3
| false
|
Tighten stops on momentum names
|
P8319
|
Active
|
Taxable
|
USD
|
2024-07-26
| 1,726,692
| 119,890
| 1,606,802
| 1
| 55
| 21.5
| 17.7
| 5.9
|
BND:25.9%;XLF:11.6%;HYG:10.8%;MSFT:25.9%;BRK.B:25.9%
|
US:75.9;EU:8.6;APAC:5.2;EM:8.9;Other:1.4
|
Value:+0.4;Growth:+0.4;Quality:-1.0;Size:-0.2;Momentum:+1.0;LowVol:-0.5
| null | 6
| 25
| 5.9
|
trailing 9%
| 122
| 16.8
|
Bull
| 16.8
| 3.54
| 3.2
| 71
| 93
| 87
| 49
| false
|
NoAction
|
Within bands; monitor
| -15
| 3
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 48
| -30
| 126
| 4
| false
|
Within IPS guidelines
|
P8320
|
Hands-off
|
Trust
|
USD
|
2025-01-13
| 630,919
| 56,932
| 573,987
| 1
| 67.6
| 23
| 0
| 9.4
|
TSLA:27.8%;VTI:27.8%;MUB:27.8%;BND:16.6%
|
US:70.4;EU:14.9;APAC:10.6;EM:3.9;Other:0.3
|
Value:-0.5;Growth:-0.7;Quality:-0.4;Size:-0.8;Momentum:-0.8;LowVol:+0.4
|
ESGOnly;MaxPos6%;NoDerivatives
| 5
| 30
| 4.8
|
hard 10%
| 168
| 13.1
|
Bull
| 12.7
| 4.58
| 2
| 77
| 13
| 45
| 51
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 11
| 7
|
BrokerB
|
LMT
| 89
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -34
| -20
| 104
| 2
| false
|
Increase defensive factor exposure
|
P8321
|
Hands-off
|
Trust
|
USD
|
2025-01-08
| 601,069
| 45,601
| 555,468
| 1
| 67
| 26
| 0
| 7.1
|
HYG:27.2%;IEF:27.2%;BRK.B:27.2%;AAPL:18.5%
|
US:64.0;EU:14.1;APAC:7.0;EM:9.5;Other:5.4
|
Value:-0.3;Growth:+0.8;Quality:-0.5;Size:+0.5;Momentum:+0.8;LowVol:-0.2
| null | 5
| 35
| 3.2
|
trailing 8%
| 104
| 14.9
|
Bear
| 22.9
| 3.82
| 1.3
| 157
| -22
| 26
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -26
|
BrokerB
|
LMT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 110
| 1
| 137
| 5
| false
|
Increase defensive factor exposure
|
P8322
|
Active
|
IRA
|
USD
|
2024-11-09
| 558,276
| 51,419
| 506,857
| 1
| 67.7
| 22.1
| 1.8
| 8.4
|
TLT:20.7%;MUB:22.2%;VNQ:15.0%;QQQ:8.6%;AMZN:22.2%;IEF:11.3%
|
US:59.4;EU:19.0;APAC:11.9;EM:8.4;Other:1.2
|
Value:-0.4;Growth:-0.3;Quality:+0.2;Size:+1.0;Momentum:+0.7;LowVol:+0.9
|
MaxPos6%
| 8
| 25
| 5.3
|
hard 12%
| 129
| 16
|
Bull
| 16.7
| 4.5
| 3.3
| 119
| 107
| 100
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| 7
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 33
| -14
| 49
| 3
| false
|
Monitor dispersion and breadth
|
P8323
|
Systematic
|
Roth
|
USD
|
2025-11-01
| 827,312
| 45,006
| 782,306
| 1
| 59.2
| 28.3
| 4.4
| 8.1
|
IEF:33.3%;AMZN:33.3%;BRK.B:33.3%
|
US:59.9;EU:16.9;APAC:9.1;EM:8.8;Other:5.2
|
Value:-0.3;Growth:+0.3;Quality:0.0;Size:+0.1;Momentum:+0.7;LowVol:+1.0
| null | 5
| 30
| 5.8
|
trailing 8%
| 126
| 26.1
|
Volatile
| 31.1
| 5.2
| 2.2
| 120
| 15
| 54
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| 6
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 48
| -40
| 78
| 4
| false
|
Monitor dispersion and breadth
|
P8324
|
Cautious
|
401k
|
USD
|
2025-06-17
| 248,440
| 33,899
| 214,541
| 1
| 41.4
| 32.1
| 14.4
| 12.1
|
BRK.B:34.4%;TLT:29.9%;BND:35.7%
|
US:73.6;EU:6.8;APAC:8.1;EM:8.4;Other:3.1
|
Value:-0.7;Growth:+0.1;Quality:+0.2;Size:-0.3;Momentum:+0.1;LowVol:-0.8
|
NoMargin
| 6
| 25
| 3.4
|
trailing 8%
| 156
| 17.7
|
Sideways
| 14.9
| 4
| 3.1
| 90
| 14
| 58
| 27
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| -4
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| -33
| -8
| 17
| 4
| false
|
Tighten stops on momentum names
|
P8325
|
Hands-off
|
Roth
|
USD
|
2025-06-19
| 520,360
| 49,167
| 471,193
| 1
| 58.8
| 29.8
| 5.5
| 5.9
|
GLD:25.6%;AAPL:25.6%;VTI:12.5%;XLF:25.6%;BND:10.8%
|
US:70.0;EU:12.8;APAC:7.2;EM:7.6;Other:2.4
|
Value:+0.6;Growth:+0.3;Quality:+0.4;Size:+0.3;Momentum:-0.5;LowVol:-0.2
|
ESGOnly
| 7
| 25
| 4.1
|
trailing 8%
| 131
| 13.7
|
Volatile
| 30.7
| 4.27
| 2
| 145
| 47
| 59
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -8
|
BrokerB
|
VWAP
| 85
| null | null |
Normal monitoring
| 39
| 7
| 59
| 5
| false
|
Monitor dispersion and breadth
|
P8326
|
Hands-off
|
Trust
|
USD
|
2025-04-13
| 736,386
| 54,545
| 681,841
| 1
| 58.9
| 21.2
| 12.1
| 7.8
|
MUB:36.8%;BRK.B:36.8%;VOO:26.5%
|
US:69.2;EU:12.2;APAC:11.1;EM:5.9;Other:1.6
|
Value:+0.1;Growth:+0.5;Quality:-0.4;Size:-0.5;Momentum:+0.3;LowVol:-0.1
|
ESGOnly;NoDerivatives
| 7
| 30
| 3.9
|
trailing 10%
| 122
| 17.4
|
Bull
| 13.2
| 3.96
| 2.6
| 117
| 51
| 87
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -11
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| -47
| -20
| 7
| 3
| false
|
Monitor dispersion and breadth
|
P8327
|
Active
|
Taxable
|
USD
|
2025-06-30
| 1,962,592
| 201,094
| 1,761,498
| 1
| 59
| 18.7
| 17.2
| 5
|
AAPL:12.6%;AMZN:21.5%;BRK.B:8.9%;VNQ:19.3%;GLD:16.2%;HYG:21.5%
|
US:69.8;EU:11.0;APAC:9.7;EM:5.9;Other:3.6
|
Value:+0.2;Growth:-0.5;Quality:-0.4;Size:-1.0;Momentum:-0.7;LowVol:0.0
| null | 8
| 30
| 5.4
|
trailing 8%
| 177
| 22.1
|
Bull
| 11.4
| 4.77
| 3.4
| 119
| 57
| 93
| 45
| false
|
Buy
|
Add to core equity +1%
| 12
| 13
|
BrokerB
|
VWAP
| 89
| null | null |
Normal monitoring
| -39
| -31
| 12
| 3
| false
|
Within IPS guidelines
|
P8328
|
Active
|
Roth
|
USD
|
2025-12-15
| 1,562,335
| 110,344
| 1,451,991
| 1
| 61.2
| 23.2
| 8.6
| 7
|
MSFT:24.8%;HYG:12.9%;AMZN:24.8%;XLF:12.7%;VTI:24.8%
|
US:59.6;EU:13.8;APAC:12.0;EM:12.8;Other:1.8
|
Value:+0.9;Growth:-0.6;Quality:+0.5;Size:-0.8;Momentum:+0.8;LowVol:+0.9
|
NoDerivatives
| 8
| 30
| 4.1
|
trailing 8%
| 166
| 22.6
|
Volatile
| 25.3
| 3.92
| 4.1
| 117
| 46
| 68
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -21
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| 118
| -15
| 120
| 4
| false
|
Monitor dispersion and breadth
|
P8329
|
Hands-off
|
401k
|
USD
|
2025-02-28
| 308,660
| 14,868
| 293,792
| 1
| 68.4
| 23.2
| 0
| 8.3
|
VTI:27.6%;TSLA:25.2%;TLT:27.6%;AAPL:19.5%
|
US:66.0;EU:12.6;APAC:8.7;EM:11.1;Other:1.6
|
Value:+0.7;Growth:-0.1;Quality:-0.0;Size:-0.8;Momentum:-0.3;LowVol:-0.4
|
ESGOnly;MaxPos8%;NoDerivatives
| 5
| 30
| 4.2
|
trailing 8%
| 159
| 19.1
|
Volatile
| 20.8
| 5.47
| 2.3
| 165
| -32
| 29
| 53
| false
|
Buy
|
Add to core equity +1%
| 34
| 3
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 45
| -15
| 120
| 5
| false
|
Increase defensive factor exposure
|
P8330
|
Active
|
Roth
|
USD
|
2025-03-28
| 2,246,991
| 252,209
| 1,994,782
| 1.13
| 50.8
| 27.8
| 16.4
| 5
|
BND:12.0%;MUB:20.6%;BRK.B:25.5%;MSFT:16.4%;VTI:25.5%
|
US:64.9;EU:15.5;APAC:7.8;EM:8.0;Other:3.7
|
Value:-0.2;Growth:-0.4;Quality:-0.9;Size:+1.0;Momentum:+0.9;LowVol:-1.0
|
MaxPos8%
| 8
| 25
| 6
|
hard 12%
| 128
| 22
|
Sideways
| 18
| 3.51
| 2.5
| 125
| 16
| 60
| 36
| false
|
Buy
|
Add to core equity +1%
| 24
| -31
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| -29
| 15
| -53
| 3
| false
|
Within IPS guidelines
|
P8331
|
Active
|
Roth
|
USD
|
2024-11-16
| 2,242,800
| 186,582
| 2,056,218
| 1.2
| 63.1
| 20.3
| 9.8
| 6.8
|
TSLA:28.9%;HYG:13.2%;VTI:28.9%;MUB:28.9%
|
US:64.2;EU:20.7;APAC:10.5;EM:4.6;Other:0.1
|
Value:+0.2;Growth:-0.5;Quality:-0.2;Size:-0.1;Momentum:+0.8;LowVol:-0.6
|
MaxPos5%
| 10
| 30
| 5.4
|
trailing 9%
| 133
| 25.4
|
Volatile
| 28.9
| 4.5
| 3.2
| 159
| -2
| 51
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -16
|
BrokerA
|
VWAP
| 91
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 70
| 19
| 109
| 4
| false
|
Tighten stops on momentum names
|
P8332
|
Cautious
|
Taxable
|
USD
|
2025-06-24
| 420,686
| 66,463
| 354,223
| 1
| 41.9
| 34.1
| 9.7
| 14.3
|
GLD:17.2%;HYG:22.1%;AMZN:18.4%;VNQ:20.2%;AAPL:22.1%
|
US:58.4;EU:19.9;APAC:13.5;EM:4.3;Other:3.9
|
Value:+0.6;Growth:+0.7;Quality:-0.8;Size:-0.2;Momentum:+0.7;LowVol:-0.9
|
MaxPos7%;NoMargin
| 6
| 35
| 5.8
|
trailing 8%
| 104
| 16.7
|
Sideways
| 20.1
| 3.77
| 3.3
| 117
| 22
| 65
| 46
| false
|
Sell
|
Trim extended winner -1%
| 17
| -40
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 114
| -49
| 232
| 5
| false
|
Tighten stops on momentum names
|
P8333
|
Systematic
|
Trust
|
USD
|
2025-10-27
| 1,680,473
| 90,321
| 1,590,152
| 1
| 64.8
| 27.2
| 0
| 8
|
TSLA:33.3%;XLF:33.3%;MSFT:33.3%
|
US:59.2;EU:16.7;APAC:11.9;EM:11.7;Other:0.6
|
Value:-1.0;Growth:+0.6;Quality:+0.6;Size:0.0;Momentum:+0.9;LowVol:-0.5
| null | 8
| 30
| 4.4
|
trailing 9%
| 197
| 21.8
|
Bull
| 17.3
| 4.67
| 3.3
| 118
| 57
| 72
| 59
| false
|
Sell
|
Trim extended winner -1%
| -2
| 10
|
BrokerB
|
VWAP
| 87
| null | null |
Normal monitoring
| 6
| -59
| 16
| 5
| false
|
Increase defensive factor exposure
|
P8334
|
Systematic
|
IRA
|
USD
|
2024-10-20
| 1,523,700
| 134,070
| 1,389,630
| 1
| 67.5
| 21.5
| 4.2
| 6.8
|
BRK.B:21.0%;MSFT:13.9%;VOO:24.0%;TLT:24.0%;GLD:17.2%
|
US:59.6;EU:15.4;APAC:12.1;EM:10.2;Other:2.6
|
Value:-0.8;Growth:+0.4;Quality:-0.4;Size:-0.4;Momentum:+0.9;LowVol:-0.1
|
MaxPos7%;NoDerivatives
| 10
| 25
| 4.5
|
trailing 8%
| 228
| 22.8
|
Volatile
| 20.9
| 5.41
| 4.2
| 112
| 21
| 56
| 55
| false
|
Sell
|
Trim extended winner -1%
| 2
| -30
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 43
| -19
| 36
| 5
| false
|
Monitor dispersion and breadth
|
P8335
|
Opportunistic
|
Taxable
|
USD
|
2025-04-22
| 1,355,351
| 99,144
| 1,256,207
| 1
| 60.3
| 19.1
| 14.3
| 6.3
|
AMZN:10.9%;MSFT:20.7%;VOO:8.1%;AAPL:20.3%;QQQ:20.7%;BRK.B:19.4%
|
US:61.0;EU:17.8;APAC:7.1;EM:9.8;Other:4.3
|
Value:+0.5;Growth:+0.4;Quality:+0.8;Size:-0.8;Momentum:+0.7;LowVol:+0.4
|
MaxPos5%
| 6
| 25
| 5.9
|
trailing 9%
| 217
| 30.7
|
Bull
| 15.6
| 4.97
| 2.7
| 81
| 42
| 76
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -12
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 12
| -11
| 70
| 5
| false
|
Monitor dispersion and breadth
|
P8336
|
Opportunistic
|
IRA
|
USD
|
2025-12-21
| 1,653,672
| 96,671
| 1,557,001
| 1
| 65.8
| 14.6
| 12.1
| 7.6
|
BRK.B:33.3%;VNQ:33.3%;AAPL:33.3%
|
US:69.6;EU:10.0;APAC:12.3;EM:3.8;Other:4.3
|
Value:+0.3;Growth:-0.1;Quality:+0.2;Size:+0.9;Momentum:0.0;LowVol:-0.1
|
MaxPos5%
| 7
| 30
| 6.3
|
hard 12%
| 184
| 31.6
|
Bull
| 13.3
| 4.41
| 2.1
| 95
| 79
| 100
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -4
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -27
| 17
| 29
| 5
| false
|
Tax-aware sells next window
|
P8337
|
Active
|
401k
|
USD
|
2024-10-28
| 807,513
| 75,507
| 732,006
| 1
| 69.2
| 19.5
| 5.3
| 6
|
GLD:12.0%;TLT:11.8%;HYG:15.7%;IEF:20.7%;XLF:19.1%;AAPL:20.7%
|
US:61.5;EU:21.2;APAC:10.1;EM:3.3;Other:4.0
|
Value:+0.7;Growth:-0.1;Quality:+0.8;Size:-0.9;Momentum:-0.8;LowVol:+0.7
| null | 10
| 30
| 4.2
|
trailing 8%
| 199
| 16.8
|
Bull
| 11.3
| 3.72
| 2.5
| 106
| 106
| 96
| 51
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 8
| -3
|
BrokerB
|
VWAP
| 93
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 80
| -51
| 128
| 2
| false
|
Tighten stops on momentum names
|
P8338
|
Systematic
|
Roth
|
USD
|
2025-03-08
| 1,777,644
| 93,741
| 1,683,903
| 1
| 69
| 25.4
| 0
| 5.7
|
BRK.B:26.2%;AAPL:25.9%;BND:21.7%;XLF:26.2%
|
US:74.5;EU:11.7;APAC:6.3;EM:6.2;Other:1.2
|
Value:+0.4;Growth:-0.6;Quality:+0.2;Size:+0.9;Momentum:-0.8;LowVol:+0.6
|
MaxPos8%
| 8
| 30
| 4.1
|
trailing 9%
| 191
| 19.6
|
Volatile
| 21.3
| 4.65
| 3.8
| 150
| 80
| 100
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -30
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| -17
| -54
| -21
| 3
| false
|
Tighten stops on momentum names
|
P8339
|
Hands-off
|
Trust
|
USD
|
2025-03-28
| 579,474
| 56,008
| 523,466
| 1
| 66.9
| 17.8
| 7.2
| 8.1
|
AAPL:16.7%;TLT:14.6%;VTI:21.8%;BND:21.8%;HYG:17.4%;GLD:7.6%
|
US:72.0;EU:10.6;APAC:10.4;EM:2.9;Other:4.2
|
Value:+0.5;Growth:+0.7;Quality:-0.9;Size:-0.8;Momentum:-0.2;LowVol:+0.7
|
ESGOnly
| 8
| 30
| 3.9
|
trailing 8%
| 125
| 15.4
|
Sideways
| 20.1
| 4.27
| 3
| 134
| 40
| 60
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -8
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 88
| -35
| 163
| 5
| false
|
Tax-aware sells next window
|
P8340
|
Active
|
Taxable
|
USD
|
2024-10-19
| 1,443,565
| 90,800
| 1,352,765
| 1.1
| 67
| 20.5
| 3.8
| 8.7
|
QQQ:22.1%;MUB:22.1%;VOO:16.2%;TSLA:20.5%;BND:19.0%
|
US:67.8;EU:13.1;APAC:5.0;EM:10.4;Other:3.6
|
Value:0.0;Growth:-0.5;Quality:-0.8;Size:+1.0;Momentum:-0.6;LowVol:+0.8
|
MaxPos7%;NoDerivatives
| 5
| 25
| 4.7
|
trailing 9%
| 140
| 20.9
|
Sideways
| 19.6
| 4.26
| 2.1
| 120
| 34
| 56
| 69
| false
|
Buy
|
Add to core equity +1%
| 33
| 0
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 115
| -39
| 204
| 3
| false
|
Within IPS guidelines
|
P8341
|
Opportunistic
|
401k
|
USD
|
2025-11-16
| 450,713
| 31,155
| 419,558
| 1
| 65.9
| 13.8
| 14
| 6.3
|
VNQ:25.5%;TSLA:25.5%;XLF:25.5%;AMZN:23.4%
|
US:61.1;EU:17.4;APAC:13.2;EM:6.3;Other:2.1
|
Value:-0.1;Growth:-0.1;Quality:-0.3;Size:+0.4;Momentum:-0.9;LowVol:-0.6
|
MaxPos7%
| 8
| 25
| 6.1
|
trailing 9%
| 258
| 25.8
|
Bear
| 24.8
| 3.06
| 1.2
| 142
| 2
| 62
| 62
| false
|
Buy
|
Add to core equity +1%
| 21
| -14
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| -49
| -28
| 30
| 5
| false
|
Tighten stops on momentum names
|
P8342
|
Hands-off
|
Trust
|
USD
|
2025-06-26
| 230,291
| 13,796
| 216,495
| 1
| 62.7
| 23.6
| 7
| 6.8
|
IEF:19.6%;MSFT:19.3%;TSLA:12.6%;QQQ:8.1%;AAPL:20.4%;TLT:20.1%
|
US:67.8;EU:19.2;APAC:6.8;EM:4.6;Other:1.6
|
Value:-0.6;Growth:-0.8;Quality:-0.9;Size:-0.4;Momentum:-0.7;LowVol:-0.8
|
ESGOnly;MaxPos8%
| 6
| 25
| 5.5
|
trailing 8%
| 135
| 18.3
|
Bear
| 26.2
| 4.04
| 1.9
| 198
| 19
| 50
| 60
| false
|
Buy
|
Add to core equity +1%
| 0
| 0
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| -42
| -17
| 54
| 3
| false
|
Within IPS guidelines
|
P8343
|
Cautious
|
Roth
|
USD
|
2025-03-02
| 690,050
| 104,958
| 585,092
| 1
| 45.3
| 38
| 0
| 16.7
|
AMZN:29.4%;MSFT:35.3%;HYG:35.3%
|
US:62.8;EU:17.5;APAC:10.6;EM:4.0;Other:5.1
|
Value:-0.5;Growth:+0.2;Quality:-0.3;Size:-0.7;Momentum:+0.5;LowVol:+0.7
|
MaxPos6%;NoMargin
| 8
| 30
| 5.9
|
trailing 10%
| 146
| 13.3
|
Sideways
| 17.1
| 4.54
| 3.2
| 131
| 60
| 75
| 46
| true
|
Hedge
|
Buy index puts 1% notional
| 1
| 2
|
BrokerB
|
MKT
| 91
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -5
| -39
| 87
| 5
| false
|
Within IPS guidelines
|
P8344
|
Hands-off
|
Trust
|
USD
|
2024-11-28
| 406,187
| 33,320
| 372,867
| 1
| 66.2
| 26.7
| 0
| 7
|
MUB:21.5%;GLD:12.1%;QQQ:15.6%;BRK.B:25.4%;VTI:25.4%
|
US:61.2;EU:18.9;APAC:8.3;EM:11.6;Other:0.0
|
Value:+1.0;Growth:-0.0;Quality:-0.7;Size:+0.9;Momentum:+0.3;LowVol:+0.7
|
MaxPos8%
| 10
| 35
| 3.1
|
trailing 8%
| 165
| 14
|
Volatile
| 27
| 4.96
| 3.3
| 110
| -29
| 28
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| 9
|
BrokerC
|
LMT
| 97
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -4
| 2
| 28
| 4
| false
|
Tax-aware sells next window
|
P8345
|
Cautious
|
401k
|
USD
|
2025-09-24
| 329,490
| 45,817
| 283,673
| 1
| 39.4
| 36
| 7
| 17.6
|
IEF:28.4%;AMZN:28.4%;MUB:14.9%;TSLA:28.4%
|
US:67.8;EU:8.5;APAC:11.0;EM:12.5;Other:0.2
|
Value:+0.3;Growth:+0.1;Quality:-0.3;Size:+0.1;Momentum:-0.3;LowVol:-0.8
|
ESGOnly;MaxPos7%;NoMargin
| 10
| 25
| 5.7
|
trailing 8%
| 135
| 19.4
|
Bear
| 30.3
| 3.75
| 1.1
| 168
| -67
| 31
| 62
| false
|
Sell
|
Trim extended winner -1%
| -2
| -21
|
BrokerB
|
LMT
| 97
| null | null |
Normal monitoring
| -40
| -19
| 41
| 5
| false
|
Increase defensive factor exposure
|
P8346
|
Cautious
|
401k
|
USD
|
2025-09-17
| 787,770
| 121,749
| 666,021
| 1
| 37.5
| 33.4
| 13.4
| 15.7
|
TLT:33.3%;TSLA:33.3%;AMZN:33.3%
|
US:77.1;EU:7.2;APAC:8.1;EM:5.7;Other:1.9
|
Value:-0.6;Growth:-0.2;Quality:0.0;Size:+0.6;Momentum:+0.7;LowVol:-0.4
|
ESGOnly;NoMargin
| 10
| 35
| 5.9
|
trailing 8%
| 150
| 15.2
|
Sideways
| 20.2
| 4.3
| 2.5
| 115
| 49
| 83
| 48
| false
|
NoAction
|
Within bands; monitor
| 24
| -13
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 32
| 1
| 151
| 5
| false
|
Increase defensive factor exposure
|
P8347
|
Active
|
Roth
|
USD
|
2024-12-27
| 803,713
| 83,983
| 719,730
| 1
| 65.2
| 29.7
| 0
| 5.1
|
MSFT:25.0%;XLF:25.0%;MUB:25.0%;HYG:25.0%
|
US:76.7;EU:12.1;APAC:7.0;EM:4.2;Other:0.0
|
Value:+0.4;Growth:+0.5;Quality:+0.1;Size:-0.0;Momentum:-0.7;LowVol:-1.0
| null | 8
| 25
| 5.1
|
trailing 9%
| 165
| 16.8
|
Volatile
| 21.9
| 4.48
| 2.1
| 115
| 51
| 63
| 62
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| -8
|
BrokerB
|
LMT
| 95
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 26
| -58
| 163
| 5
| false
|
Tax-aware sells next window
|
P8348
|
Active
|
Roth
|
USD
|
2025-03-17
| 1,621,938
| 139,894
| 1,482,044
| 1
| 65.3
| 28.3
| 0
| 6.4
|
TSLA:33.3%;TLT:33.3%;VOO:33.3%
|
US:72.7;EU:13.0;APAC:9.6;EM:3.3;Other:1.4
|
Value:-0.5;Growth:-0.2;Quality:-0.2;Size:+0.3;Momentum:-0.4;LowVol:+0.5
|
MaxPos5%
| 7
| 30
| 5.3
|
trailing 8%
| 203
| 22
|
Bull
| 16
| 4.25
| 2.7
| 80
| 33
| 61
| 50
| false
|
Buy
|
Add to core equity +1%
| 4
| -28
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| -18
| -12
| 87
| 4
| false
|
Within IPS guidelines
|
P8349
|
Hands-off
|
IRA
|
USD
|
2024-10-15
| 314,507
| 26,089
| 288,418
| 1
| 61.4
| 25.6
| 5.1
| 7.9
|
XLF:9.0%;GLD:22.1%;TLT:21.8%;BRK.B:14.6%;MSFT:16.8%;VNQ:15.8%
|
US:68.2;EU:11.5;APAC:9.3;EM:6.5;Other:4.4
|
Value:-0.6;Growth:-0.2;Quality:+0.2;Size:-0.6;Momentum:-0.5;LowVol:-0.0
|
ESGOnly
| 6
| 30
| 3.2
|
trailing 8%
| 145
| 12.9
|
Sideways
| 17.5
| 4.8
| 2.3
| 115
| -8
| 58
| 52
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -1
|
BrokerD
|
VWAP
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 103
| -43
| 170
| 3
| false
|
Within IPS guidelines
|
P8350
|
Hands-off
|
IRA
|
USD
|
2025-09-01
| 216,924
| 12,677
| 204,247
| 1
| 65
| 15.1
| 10.2
| 9.7
|
VNQ:30.9%;IEF:34.5%;QQQ:34.5%
|
US:63.7;EU:13.5;APAC:10.3;EM:10.2;Other:2.3
|
Value:-0.4;Growth:-0.3;Quality:-0.3;Size:-0.4;Momentum:-0.3;LowVol:-0.5
|
MaxPos5%
| 7
| 30
| 4.6
|
trailing 8%
| 166
| 16.2
|
Sideways
| 19.5
| 3.55
| 2.1
| 99
| 58
| 86
| 65
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 25
| -34
|
BrokerA
|
VWAP
| 97
| null | null |
Normal monitoring
| 1
| -26
| 24
| 5
| false
|
Tax-aware sells next window
|
P8351
|
Opportunistic
|
Taxable
|
USD
|
2024-08-22
| 491,423
| 18,700
| 472,723
| 1
| 62.3
| 13.5
| 18.5
| 5.7
|
IEF:21.2%;AMZN:21.2%;BRK.B:20.1%;AAPL:8.4%;HYG:15.5%;MSFT:13.6%
|
US:77.4;EU:5.4;APAC:10.1;EM:4.3;Other:2.7
|
Value:+0.1;Growth:+0.8;Quality:-0.4;Size:+0.8;Momentum:-0.5;LowVol:-0.2
|
MaxPos7%
| 10
| 35
| 4.2
|
trailing 9%
| 178
| 34.4
|
Bull
| 14.4
| 4.2
| 3.4
| 113
| 12
| 46
| 48
| false
|
Buy
|
Add to core equity +1%
| 3
| -24
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 57
| -26
| 143
| 3
| false
|
Tighten stops on momentum names
|
P8352
|
Hands-off
|
401k
|
USD
|
2025-06-07
| 884,973
| 69,681
| 815,292
| 1
| 70.1
| 17.8
| 4.2
| 8
|
XLF:17.3%;GLD:27.6%;TLT:27.6%;IEF:27.6%
|
US:70.8;EU:10.2;APAC:6.8;EM:7.5;Other:4.7
|
Value:-0.6;Growth:0.0;Quality:-1.0;Size:-0.5;Momentum:+0.9;LowVol:-0.3
|
ESGOnly;NoDerivatives
| 10
| 25
| 5.9
|
trailing 8%
| 120
| 18.9
|
Bull
| 15.3
| 4.43
| 2.6
| 87
| 61
| 90
| 44
| false
|
NoAction
|
Within bands; monitor
| 13
| -20
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| -21
| 11
| 33
| 3
| false
|
Increase defensive factor exposure
|
P8353
|
Opportunistic
|
Trust
|
USD
|
2025-06-03
| 312,907
| 24,317
| 288,590
| 1
| 65.4
| 21.5
| 6.4
| 6.7
|
MSFT:28.5%;MUB:14.6%;AAPL:28.5%;AMZN:28.5%
|
US:63.8;EU:16.7;APAC:10.0;EM:6.8;Other:2.7
|
Value:-0.5;Growth:-0.5;Quality:-0.2;Size:-0.5;Momentum:0.0;LowVol:-0.2
| null | 5
| 30
| 4.5
|
trailing 9%
| 248
| 30.2
|
Bull
| 14.3
| 3.97
| 2.3
| 110
| 83
| 81
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 8
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -55
| 4
| 75
| 4
| false
|
Tax-aware sells next window
|
P8354
|
Hands-off
|
401k
|
USD
|
2024-12-31
| 813,386
| 34,211
| 779,175
| 1
| 58.5
| 25.1
| 7.4
| 8.9
|
MSFT:33.3%;VTI:33.3%;HYG:33.3%
|
US:64.8;EU:13.7;APAC:9.7;EM:11.6;Other:0.3
|
Value:-0.7;Growth:+0.8;Quality:+0.5;Size:+0.9;Momentum:+0.1;LowVol:-0.4
|
ESGOnly;MaxPos8%
| 7
| 35
| 5.8
|
hard 10%
| 139
| 15.9
|
Volatile
| 23.3
| 3.77
| 4.3
| 168
| -44
| 21
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -11
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| -38
| -23
| -21
| 5
| false
|
Tighten stops on momentum names
|
P8355
|
Cautious
|
Taxable
|
USD
|
2025-11-24
| 795,102
| 67,132
| 727,970
| 1
| 43.2
| 36.9
| 2.6
| 17.3
|
MUB:26.0%;BND:21.9%;TLT:26.0%;TSLA:26.0%
|
US:77.5;EU:8.5;APAC:7.2;EM:3.5;Other:3.3
|
Value:-0.8;Growth:-0.1;Quality:+0.5;Size:+1.0;Momentum:+0.3;LowVol:+0.4
|
ESGOnly;NoMargin
| 10
| 30
| 3.4
|
trailing 8%
| 121
| 12.7
|
Sideways
| 19.6
| 3.88
| 3.3
| 133
| 36
| 70
| 53
| false
|
NoAction
|
Within bands; monitor
| 4
| -21
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 120
| -18
| 149
| 3
| false
|
Tax-aware sells next window
|
P8356
|
Cautious
|
Roth
|
USD
|
2025-06-05
| 679,048
| 73,896
| 605,152
| 1
| 37.1
| 40.4
| 7.1
| 15.4
|
HYG:19.0%;BND:18.0%;QQQ:11.8%;BRK.B:12.5%;AAPL:16.9%;VOO:21.8%
|
US:71.1;EU:7.6;APAC:5.5;EM:11.1;Other:4.7
|
Value:-0.1;Growth:+0.3;Quality:-0.9;Size:-0.8;Momentum:+0.3;LowVol:-1.0
|
ESGOnly;NoMargin
| 10
| 25
| 4.5
|
trailing 8%
| 130
| 14.9
|
Bull
| 15
| 3.9
| 3.4
| 92
| 120
| 100
| 30
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -27
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| 24
| 14
| -1
| 3
| false
|
Monitor dispersion and breadth
|
P8357
|
Cautious
|
IRA
|
USD
|
2025-01-21
| 512,893
| 56,685
| 456,208
| 1
| 38.8
| 35.8
| 12.4
| 12.9
|
HYG:31.9%;AMZN:31.9%;IEF:15.8%;BND:20.5%
|
US:66.3;EU:15.4;APAC:10.9;EM:4.2;Other:3.3
|
Value:-0.0;Growth:+0.2;Quality:-0.7;Size:-0.4;Momentum:-1.0;LowVol:+0.5
|
ESGOnly;MaxPos5%;NoMargin
| 8
| 35
| 3
|
trailing 10%
| 128
| 12
|
Sideways
| 16.7
| 4.3
| 2.8
| 96
| 50
| 80
| 27
| false
|
Buy
|
Add to core equity +1%
| 24
| -35
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| -59
| -25
| 66
| 3
| false
|
Within IPS guidelines
|
P8358
|
Systematic
|
Taxable
|
USD
|
2025-08-09
| 790,426
| 47,908
| 742,518
| 1
| 57.2
| 24.3
| 13.1
| 5.4
|
VTI:23.2%;BRK.B:23.2%;QQQ:16.6%;TSLA:16.8%;IEF:20.2%
|
US:60.1;EU:17.8;APAC:7.7;EM:10.0;Other:4.5
|
Value:-0.7;Growth:-0.9;Quality:-0.2;Size:+0.1;Momentum:-0.4;LowVol:-0.5
|
MaxPos8%
| 7
| 35
| 5.4
|
trailing 8%
| 127
| 26.4
|
Sideways
| 16.2
| 3.99
| 2.4
| 129
| 38
| 59
| 47
| true
|
Rebalance
|
Rebalance back to target bands
| -9
| -23
|
BrokerD
|
LMT
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 112
| -51
| 158
| 5
| true
|
Tighten stops on momentum names
|
P8359
|
Cautious
|
Trust
|
USD
|
2025-02-28
| 805,942
| 75,472
| 730,470
| 1
| 49.9
| 33.7
| 0
| 16.4
|
TSLA:22.1%;TLT:26.0%;VTI:26.0%;GLD:26.0%
|
US:71.1;EU:12.2;APAC:5.9;EM:10.6;Other:0.1
|
Value:+0.3;Growth:+0.3;Quality:+0.5;Size:+0.5;Momentum:+0.2;LowVol:-1.0
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 10
| 35
| 5.4
|
hard 10%
| 111
| 17.8
|
Bull
| 13
| 3.91
| 2.6
| 79
| 39
| 76
| 45
| false
|
Sell
|
Trim extended winner -1%
| 12
| -32
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| -1
| -39
| 26
| 3
| false
|
Monitor dispersion and breadth
|
P8360
|
Hands-off
|
Trust
|
USD
|
2025-02-17
| 462,448
| 34,049
| 428,399
| 1
| 66.5
| 15.4
| 9.5
| 8.6
|
AMZN:25.0%;MSFT:25.0%;AAPL:25.0%;TSLA:25.0%
|
US:65.6;EU:7.9;APAC:13.0;EM:8.8;Other:4.8
|
Value:+0.8;Growth:+0.2;Quality:-0.9;Size:-0.3;Momentum:+0.9;LowVol:-0.1
|
ESGOnly
| 10
| 35
| 4.8
|
hard 10%
| 93
| 12.6
|
Volatile
| 31.7
| 3.68
| 2.3
| 161
| 57
| 83
| 92
| true
|
Rebalance
|
Rebalance back to target bands
| -7
| 9
|
BrokerD
|
MKT
| 92
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -50
| 0
| 5
| 4
| false
|
Increase defensive factor exposure
|
P8361
|
Hands-off
|
Taxable
|
USD
|
2024-12-06
| 890,544
| 37,020
| 853,524
| 1
| 71.9
| 20.4
| 2.7
| 5.1
|
QQQ:16.8%;HYG:23.6%;MUB:23.6%;TLT:12.3%;VNQ:23.6%
|
US:54.3;EU:19.5;APAC:15.5;EM:5.4;Other:5.3
|
Value:0.0;Growth:+1.0;Quality:-0.5;Size:+1.0;Momentum:+0.2;LowVol:+0.4
|
ESGOnly;MaxPos8%
| 5
| 25
| 3.9
|
trailing 8%
| 90
| 19.5
|
Bear
| 29.9
| 3.45
| 1.6
| 216
| -114
| 7
| 91
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| -14
|
BrokerB
|
LMT
| 89
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -42
| 20
| -72
| 2
| true
|
Monitor dispersion and breadth
|
P8362
|
Hands-off
|
Trust
|
USD
|
2025-01-20
| 246,622
| 23,285
| 223,337
| 1
| 62.8
| 24.4
| 4.8
| 8
|
AMZN:23.2%;XLF:15.2%;AAPL:22.2%;HYG:23.2%;MUB:16.4%
|
US:70.8;EU:9.4;APAC:10.6;EM:6.3;Other:2.9
|
Value:-0.1;Growth:0.0;Quality:-0.4;Size:-0.2;Momentum:+0.3;LowVol:+0.8
| null | 10
| 35
| 5.6
|
trailing 8%
| 157
| 12
|
Volatile
| 24.3
| 4
| 2.6
| 178
| 60
| 69
| 72
| true
|
Rebalance
|
Rebalance back to target bands
| 26
| -10
|
BrokerD
|
LMT
| 98
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 99
| 18
| 207
| 3
| false
|
Within IPS guidelines
|
P8363
|
Hands-off
|
IRA
|
USD
|
2025-07-19
| 594,913
| 24,325
| 570,588
| 1
| 64
| 18
| 8.3
| 9.7
|
VOO:21.8%;IEF:21.8%;TLT:8.5%;XLF:19.7%;VNQ:13.5%;VTI:14.8%
|
US:72.6;EU:14.2;APAC:8.9;EM:3.5;Other:0.7
|
Value:+0.9;Growth:-0.2;Quality:+0.6;Size:+0.9;Momentum:+0.4;LowVol:+0.9
| null | 10
| 35
| 5.9
|
trailing 8%
| 106
| 13.4
|
Bull
| 13.4
| 4.54
| 3
| 114
| 15
| 62
| 43
| false
|
Sell
|
Trim extended winner -1%
| -4
| -21
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| -15
| -39
| 118
| 5
| false
|
Within IPS guidelines
|
P8364
|
Opportunistic
|
Trust
|
USD
|
2025-05-05
| 1,382,230
| 46,786
| 1,335,444
| 1
| 72.1
| 20.1
| 0
| 7.8
|
TSLA:26.7%;AMZN:26.7%;AAPL:25.8%;BND:20.8%
|
US:66.3;EU:9.4;APAC:11.7;EM:9.6;Other:3.1
|
Value:-0.7;Growth:-0.5;Quality:+0.3;Size:+0.8;Momentum:-0.5;LowVol:+0.3
| null | 5
| 25
| 4.1
|
trailing 9%
| 231
| 34.5
|
Bull
| 17.4
| 4.59
| 3.3
| 73
| 34
| 67
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -37
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| -34
| 7
| 11
| 4
| false
|
Tax-aware sells next window
|
P8365
|
Systematic
|
Trust
|
USD
|
2025-01-30
| 1,584,903
| 107,969
| 1,476,934
| 1
| 66.4
| 22.8
| 3.2
| 7.5
|
BND:33.3%;VOO:33.3%;TLT:33.3%
|
US:65.9;EU:14.5;APAC:5.9;EM:11.9;Other:1.9
|
Value:+0.3;Growth:+0.6;Quality:-0.2;Size:+0.4;Momentum:+0.1;LowVol:+0.4
|
MaxPos6%
| 8
| 35
| 4.9
|
trailing 9%
| 146
| 19.8
|
Bull
| 14.7
| 3.87
| 2.5
| 78
| 94
| 100
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| 0
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| -32
| 4
| 43
| 5
| false
|
Increase defensive factor exposure
|
P8366
|
Cautious
|
IRA
|
USD
|
2024-07-07
| 318,034
| 41,844
| 276,190
| 1
| 46.7
| 37.8
| 0
| 15.5
|
AMZN:23.1%;TSLA:17.4%;BRK.B:12.6%;MSFT:10.4%;XLF:23.1%;MUB:13.5%
|
US:65.1;EU:7.5;APAC:16.7;EM:5.8;Other:4.9
|
Value:+0.5;Growth:+0.2;Quality:-0.7;Size:-0.0;Momentum:-0.2;LowVol:+0.4
|
NoMargin
| 6
| 35
| 5.3
|
trailing 8%
| 110
| 18.7
|
Sideways
| 18.2
| 4.41
| 3
| 135
| 37
| 71
| 47
| false
|
Buy
|
Add to core equity +1%
| 2
| 6
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 61
| -56
| 174
| 3
| false
|
Tax-aware sells next window
|
P8367
|
Active
|
401k
|
USD
|
2025-01-27
| 1,597,524
| 164,675
| 1,432,849
| 1.2
| 50.3
| 29.8
| 10.3
| 9.5
|
VTI:25.9%;QQQ:25.9%;AMZN:25.9%;VOO:22.2%
|
US:59.6;EU:19.6;APAC:9.8;EM:6.2;Other:4.8
|
Value:-0.3;Growth:-0.8;Quality:+1.0;Size:+0.5;Momentum:-0.1;LowVol:-0.4
|
NoDerivatives
| 8
| 35
| 4.6
|
trailing 8%
| 179
| 27.6
|
Bear
| 31.3
| 3.26
| 3
| 192
| -75
| 27
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| 6
|
BrokerD
|
MKT
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -9
| 1
| 4
| 4
| false
|
Within IPS guidelines
|
P8368
|
Cautious
|
401k
|
USD
|
2025-07-15
| 225,801
| 26,069
| 199,732
| 1
| 48.8
| 34.3
| 3.3
| 13.6
|
MSFT:33.9%;TLT:33.9%;VNQ:32.2%
|
US:64.3;EU:21.4;APAC:7.3;EM:5.0;Other:2.0
|
Value:+0.8;Growth:-0.9;Quality:-0.0;Size:-0.1;Momentum:-0.4;LowVol:+0.1
|
ESGOnly;MaxPos7%;NoMargin
| 7
| 30
| 4.2
|
trailing 8%
| 152
| 12.5
|
Bear
| 24.2
| 3.78
| 1
| 181
| -33
| 42
| 56
| false
|
NoAction
|
Within bands; monitor
| 8
| -30
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 33
| -16
| 122
| 5
| false
|
Tighten stops on momentum names
|
P8369
|
Opportunistic
|
Trust
|
USD
|
2024-11-29
| 1,616,139
| 69,300
| 1,546,839
| 1
| 60.9
| 20.5
| 11.6
| 7
|
TLT:21.5%;GLD:10.8%;VTI:18.8%;BND:18.2%;VOO:9.2%;XLF:21.5%
|
US:64.2;EU:8.7;APAC:13.5;EM:8.6;Other:5.0
|
Value:+0.8;Growth:+0.8;Quality:+0.6;Size:+0.2;Momentum:+0.1;LowVol:0.0
|
MaxPos8%
| 6
| 35
| 5.7
|
trailing 7%
| 232
| 25.8
|
Bear
| 26.8
| 4.33
| 1.5
| 187
| -62
| 30
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| 34
| -11
|
BrokerD
|
LMT
| 87
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 29
| -46
| 10
| 3
| false
|
Tax-aware sells next window
|
P8370
|
Active
|
401k
|
USD
|
2025-12-08
| 1,137,575
| 82,934
| 1,054,641
| 1
| 68.3
| 20.3
| 2
| 9.5
|
IEF:33.3%;TLT:33.3%;AAPL:33.3%
|
US:69.3;EU:12.2;APAC:11.4;EM:4.0;Other:3.0
|
Value:-0.2;Growth:-0.9;Quality:-0.4;Size:+0.8;Momentum:+0.5;LowVol:-0.8
|
MaxPos8%
| 8
| 25
| 4.7
|
hard 12%
| 159
| 27.3
|
Bull
| 16.7
| 4.03
| 2.4
| 95
| 64
| 88
| 55
| false
|
Buy
|
Add to core equity +1%
| 3
| -6
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 4
| -16
| 34
| 4
| false
|
Increase defensive factor exposure
|
P8371
|
Hands-off
|
IRA
|
USD
|
2024-09-13
| 518,124
| 34,053
| 484,071
| 1
| 60.7
| 17.5
| 15.1
| 6.6
|
HYG:11.0%;TSLA:22.8%;VTI:9.9%;TLT:22.8%;QQQ:22.8%;XLF:10.6%
|
US:66.1;EU:16.0;APAC:9.7;EM:7.9;Other:0.4
|
Value:-0.2;Growth:+0.7;Quality:-0.6;Size:-0.7;Momentum:-0.4;LowVol:-0.7
|
MaxPos6%
| 6
| 25
| 3.1
|
trailing 10%
| 152
| 12.8
|
Volatile
| 26.4
| 5.29
| 3.1
| 167
| 3
| 54
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| 5
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -54
| 15
| -45
| 5
| false
|
Increase defensive factor exposure
|
P8372
|
Cautious
|
Taxable
|
USD
|
2025-09-17
| 690,405
| 84,815
| 605,590
| 1
| 48.3
| 35.7
| 0
| 16
|
AAPL:19.0%;GLD:11.5%;VNQ:17.4%;VOO:18.6%;BND:19.9%;MSFT:13.6%
|
US:65.2;EU:6.6;APAC:15.8;EM:11.8;Other:0.6
|
Value:+0.4;Growth:-0.3;Quality:+0.3;Size:-0.2;Momentum:+0.8;LowVol:-0.8
|
ESGOnly;MaxPos6%;NoMargin
| 8
| 25
| 4.6
|
hard 10%
| 114
| 18.3
|
Bull
| 16.3
| 4.23
| 3.4
| 98
| 0
| 59
| 42
| false
|
Sell
|
Trim extended winner -1%
| 27
| -20
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| -2
| -54
| -11
| 5
| false
|
Increase defensive factor exposure
|
P8373
|
Active
|
Taxable
|
USD
|
2024-10-01
| 686,648
| 66,767
| 619,881
| 1
| 66.7
| 26.8
| 0
| 6.6
|
IEF:26.0%;AMZN:26.0%;GLD:24.2%;TSLA:23.8%
|
US:72.2;EU:8.9;APAC:5.7;EM:12.9;Other:0.3
|
Value:+0.9;Growth:+0.1;Quality:-0.5;Size:+0.9;Momentum:+0.3;LowVol:+0.5
|
MaxPos8%
| 6
| 35
| 5
|
trailing 8%
| 205
| 17.5
|
Volatile
| 21.7
| 4.68
| 3.5
| 175
| -44
| 15
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -8
|
BrokerD
|
MKT
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 87
| -24
| 149
| 2
| false
|
Within IPS guidelines
|
P8374
|
Systematic
|
IRA
|
USD
|
2025-02-09
| 408,468
| 18,434
| 390,034
| 1
| 66.7
| 23.9
| 0
| 9.5
|
VOO:22.5%;VNQ:24.1%;IEF:14.1%;HYG:15.2%;MUB:24.1%
|
US:67.4;EU:17.2;APAC:9.6;EM:3.8;Other:2.0
|
Value:-1.0;Growth:+0.8;Quality:+0.7;Size:+0.5;Momentum:-0.9;LowVol:+0.4
|
NoDerivatives
| 10
| 25
| 4.4
|
trailing 9%
| 172
| 24
|
Bull
| 11.6
| 4
| 3.4
| 70
| 115
| 95
| 33
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -4
| -12
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| 71
| 11
| 75
| 4
| false
|
Monitor dispersion and breadth
|
P8375
|
Opportunistic
|
Trust
|
USD
|
2025-09-18
| 805,896
| 53,893
| 752,003
| 1
| 63.1
| 12.7
| 17.3
| 6.9
|
AAPL:21.1%;BND:11.8%;HYG:21.1%;BRK.B:20.3%;MSFT:7.5%;TLT:18.2%
|
US:71.5;EU:12.8;APAC:6.4;EM:7.6;Other:1.8
|
Value:-0.5;Growth:+0.1;Quality:+0.6;Size:-0.4;Momentum:-0.4;LowVol:-0.1
|
MaxPos8%
| 6
| 35
| 4.1
|
trailing 9%
| 198
| 29.1
|
Volatile
| 23.9
| 5.17
| 2.9
| 142
| 22
| 67
| 63
| true
|
Hedge
|
Buy index puts 1% notional
| 31
| 10
|
BrokerD
|
MKT
| 97
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -54
| 10
| 85
| 3
| false
|
Tighten stops on momentum names
|
P8376
|
Cautious
|
Trust
|
USD
|
2025-10-25
| 583,491
| 81,673
| 501,818
| 1
| 46.9
| 33.4
| 2.2
| 17.6
|
BND:7.6%;VTI:22.8%;XLF:14.1%;TSLA:9.9%;AAPL:22.8%;GLD:22.8%
|
US:56.8;EU:13.4;APAC:15.5;EM:10.7;Other:3.6
|
Value:+0.4;Growth:-0.9;Quality:-0.6;Size:-0.4;Momentum:-0.8;LowVol:+0.1
|
NoMargin
| 8
| 30
| 5.2
|
hard 10%
| 94
| 12.4
|
Bull
| 13.9
| 4.46
| 3
| 83
| 16
| 57
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -25
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| -27
| -28
| -11
| 3
| false
|
Increase defensive factor exposure
|
P8377
|
Opportunistic
|
IRA
|
USD
|
2024-08-29
| 1,172,803
| 69,871
| 1,102,932
| 1
| 75
| 10.9
| 7.8
| 6.2
|
GLD:22.6%;QQQ:22.6%;TSLA:19.6%;MSFT:12.4%;IEF:22.6%
|
US:70.2;EU:13.9;APAC:8.2;EM:4.7;Other:3.0
|
Value:+0.9;Growth:-0.1;Quality:-0.7;Size:-0.2;Momentum:-1.0;LowVol:+0.2
|
NoDerivatives
| 8
| 25
| 6.7
|
hard 12%
| 264
| 33.4
|
Volatile
| 20.3
| 4.24
| 4.4
| 119
| -43
| 16
| 67
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| -23
|
BrokerD
|
MKT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -28
| 16
| 87
| 3
| false
|
Increase defensive factor exposure
|
P8378
|
Hands-off
|
401k
|
USD
|
2024-10-31
| 871,981
| 49,555
| 822,426
| 1
| 70.2
| 20.2
| 0
| 9.6
|
AAPL:33.3%;IEF:33.3%;AMZN:33.3%
|
US:71.6;EU:13.4;APAC:6.5;EM:4.7;Other:3.9
|
Value:-0.6;Growth:-0.1;Quality:+0.4;Size:-0.9;Momentum:-0.9;LowVol:+0.2
|
ESGOnly
| 5
| 35
| 3.4
|
trailing 8%
| 131
| 15.9
|
Bull
| 13.5
| 3.74
| 2.9
| 72
| 67
| 84
| 50
| false
|
Sell
|
Trim extended winner -1%
| 10
| 10
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| -19
| -54
| 96
| 5
| false
|
Tighten stops on momentum names
|
P8379
|
Hands-off
|
Roth
|
USD
|
2024-08-11
| 313,604
| 19,593
| 294,011
| 1
| 69.5
| 25.1
| 0
| 5.4
|
MUB:7.7%;TLT:12.9%;BND:13.1%;MSFT:22.5%;VTI:21.4%;AMZN:22.5%
|
US:69.2;EU:13.2;APAC:9.1;EM:7.5;Other:1.0
|
Value:-0.3;Growth:+0.6;Quality:+0.1;Size:+0.2;Momentum:+0.9;LowVol:-0.6
|
ESGOnly;NoDerivatives
| 5
| 30
| 3.6
|
trailing 8%
| 98
| 14.9
|
Sideways
| 18.7
| 3.61
| 3
| 128
| 19
| 71
| 58
| false
|
Sell
|
Trim extended winner -1%
| -14
| -13
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 61
| 3
| 44
| 4
| false
|
Monitor dispersion and breadth
|
P8380
|
Active
|
IRA
|
USD
|
2025-12-18
| 1,441,008
| 88,064
| 1,352,944
| 1
| 66.9
| 22.9
| 0.7
| 9.5
|
VTI:27.1%;HYG:27.1%;AMZN:18.6%;VOO:27.1%
|
US:62.8;EU:11.9;APAC:9.9;EM:12.4;Other:2.9
|
Value:+0.9;Growth:+0.8;Quality:+0.4;Size:-0.8;Momentum:-0.3;LowVol:-0.8
|
MaxPos7%
| 10
| 35
| 5.6
|
hard 12%
| 205
| 22.6
|
Volatile
| 29.9
| 4.5
| 2.1
| 175
| 78
| 97
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -15
| -29
|
BrokerD
|
LMT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 20
| -24
| 115
| 3
| true
|
Monitor dispersion and breadth
|
P8381
|
Systematic
|
Taxable
|
USD
|
2025-09-08
| 603,702
| 24,170
| 579,532
| 1
| 63.1
| 22.6
| 9.2
| 5
|
GLD:34.9%;XLF:30.2%;IEF:34.9%
|
US:69.7;EU:18.1;APAC:7.6;EM:4.3;Other:0.3
|
Value:+0.6;Growth:+0.2;Quality:+0.7;Size:+0.4;Momentum:-1.0;LowVol:-1.0
|
MaxPos5%
| 5
| 30
| 4.5
|
trailing 9%
| 197
| 17
|
Bear
| 24.9
| 4.1
| 2.9
| 202
| -57
| 12
| 63
| false
|
Sell
|
Trim extended winner -1%
| 3
| -16
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 88
| -26
| 119
| 4
| false
|
Monitor dispersion and breadth
|
P8382
|
Opportunistic
|
Taxable
|
USD
|
2025-05-30
| 1,356,942
| 75,791
| 1,281,151
| 1
| 76.3
| 19.2
| 0
| 4.5
|
HYG:24.7%;TLT:25.1%;TSLA:25.1%;AAPL:25.1%
|
US:60.7;EU:11.6;APAC:11.6;EM:13.9;Other:2.2
|
Value:-0.9;Growth:-0.1;Quality:+0.2;Size:-0.8;Momentum:-0.5;LowVol:0.0
| null | 7
| 35
| 6.5
|
trailing 9%
| 190
| 30.8
|
Sideways
| 20
| 4.73
| 3
| 115
| 27
| 72
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| 6
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| 3
| 5
| 122
| 4
| false
|
Monitor dispersion and breadth
|
P8383
|
Active
|
Roth
|
USD
|
2025-11-17
| 546,790
| 63,649
| 483,141
| 1.07
| 65
| 26.2
| 0
| 8.8
|
BRK.B:8.5%;VTI:13.4%;BND:19.9%;MSFT:17.3%;IEF:21.2%;TLT:19.7%
|
US:59.1;EU:10.1;APAC:16.4;EM:14.1;Other:0.2
|
Value:+0.8;Growth:+0.5;Quality:+0.5;Size:-0.7;Momentum:-0.6;LowVol:+0.4
| null | 5
| 25
| 5.7
|
trailing 8%
| 139
| 16.5
|
Bear
| 33.3
| 3.24
| 2.2
| 204
| -74
| 26
| 88
| true
|
Hedge
|
Buy index puts 1% notional
| -8
| -25
|
BrokerA
|
MKT
| 90
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 37
| -42
| 83
| 3
| false
|
Tighten stops on momentum names
|
P8384
|
Cautious
|
Roth
|
USD
|
2025-01-23
| 491,168
| 74,987
| 416,181
| 1
| 35.2
| 31.4
| 15.6
| 17.8
|
BND:25.4%;MUB:37.3%;GLD:37.3%
|
US:62.3;EU:18.8;APAC:9.0;EM:7.5;Other:2.5
|
Value:-0.7;Growth:+0.2;Quality:-0.4;Size:+0.9;Momentum:+0.8;LowVol:-0.6
|
ESGOnly;NoMargin
| 6
| 30
| 5
|
trailing 8%
| 129
| 16.7
|
Volatile
| 22.2
| 4.02
| 4
| 110
| -24
| 45
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| -22
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| -12
| -51
| -21
| 3
| false
|
Tax-aware sells next window
|
P8385
|
Opportunistic
|
401k
|
USD
|
2025-06-09
| 978,883
| 33,052
| 945,831
| 1
| 61.2
| 13.8
| 19
| 6
|
VTI:33.3%;IEF:33.3%;QQQ:33.3%
|
US:67.0;EU:8.1;APAC:11.0;EM:13.4;Other:0.4
|
Value:+0.6;Growth:-0.4;Quality:-0.5;Size:-0.8;Momentum:+1.0;LowVol:+0.2
| null | 10
| 35
| 4.4
|
hard 12%
| 273
| 22.7
|
Bear
| 23.8
| 4.29
| 1.5
| 181
| 28
| 73
| 60
| false
|
NoAction
|
Within bands; monitor
| -15
| -1
|
BrokerA
|
VWAP
| 87
| null | null |
Normal monitoring
| 66
| -20
| 164
| 4
| false
|
Within IPS guidelines
|
P8386
|
Hands-off
|
IRA
|
USD
|
2025-01-05
| 497,761
| 23,214
| 474,547
| 1
| 63.9
| 26.7
| 0
| 9.4
|
IEF:33.3%;HYG:33.3%;XLF:33.3%
|
US:79.0;EU:7.0;APAC:8.0;EM:3.8;Other:2.2
|
Value:-0.0;Growth:-0.5;Quality:+0.4;Size:+0.6;Momentum:+0.6;LowVol:-0.0
| null | 7
| 30
| 5.9
|
trailing 10%
| 120
| 19
|
Sideways
| 16
| 4.82
| 3.4
| 103
| 38
| 62
| 50
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -16
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 113
| 9
| 168
| 5
| false
|
Monitor dispersion and breadth
|
P8387
|
Active
|
Roth
|
USD
|
2024-12-23
| 2,394,980
| 258,433
| 2,136,547
| 1.19
| 65.8
| 19.6
| 4.8
| 9.9
|
VOO:21.9%;HYG:17.9%;GLD:10.9%;IEF:9.8%;AAPL:17.6%;MSFT:21.9%
|
US:74.0;EU:8.3;APAC:6.9;EM:10.1;Other:0.8
|
Value:+0.9;Growth:-0.9;Quality:+0.4;Size:+0.7;Momentum:+0.7;LowVol:+0.4
|
MaxPos6%
| 8
| 35
| 5.9
|
hard 12%
| 206
| 27.2
|
Bull
| 17.8
| 4.68
| 2.7
| 70
| 15
| 65
| 55
| false
|
Sell
|
Trim extended winner -1%
| -2
| -8
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 12
| -6
| 129
| 4
| false
|
Monitor dispersion and breadth
|
P8388
|
Cautious
|
401k
|
USD
|
2024-08-29
| 841,795
| 91,272
| 750,523
| 1
| 51.4
| 35.7
| 0
| 12.9
|
BND:33.3%;MSFT:33.3%;GLD:33.3%
|
US:69.3;EU:10.6;APAC:6.2;EM:10.2;Other:3.6
|
Value:-0.6;Growth:-0.4;Quality:-0.6;Size:-0.7;Momentum:-1.0;LowVol:-0.5
|
ESGOnly;NoMargin
| 7
| 35
| 4.6
|
trailing 10%
| 143
| 19.5
|
Sideways
| 21.7
| 4
| 2.8
| 136
| 4
| 44
| 59
| false
|
Buy
|
Add to core equity +1%
| 1
| -11
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| -18
| -31
| 81
| 5
| false
|
Within IPS guidelines
|
P8389
|
Cautious
|
Trust
|
USD
|
2024-10-17
| 441,671
| 58,182
| 383,489
| 1
| 46.7
| 41.2
| 0.9
| 11.2
|
MSFT:24.5%;VNQ:12.1%;TLT:18.2%;VTI:23.1%;GLD:22.0%
|
US:65.8;EU:11.4;APAC:7.6;EM:12.2;Other:3.0
|
Value:+0.1;Growth:+0.2;Quality:-0.6;Size:+0.5;Momentum:+0.1;LowVol:+0.9
|
ESGOnly;MaxPos6%;NoMargin
| 8
| 35
| 4.5
|
trailing 10%
| 105
| 18.1
|
Bull
| 13.4
| 4.58
| 2.7
| 83
| 13
| 64
| 37
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 20
| 10
|
BrokerB
|
VWAP
| 95
| null | null |
Normal monitoring
| 15
| -8
| 117
| 4
| false
|
Increase defensive factor exposure
|
P8390
|
Cautious
|
Trust
|
USD
|
2025-01-17
| 812,162
| 97,923
| 714,239
| 1
| 51.4
| 35.9
| 2.4
| 10.3
|
BRK.B:10.0%;GLD:12.3%;XLF:21.7%;VNQ:21.3%;TSLA:21.7%;AMZN:13.1%
|
US:63.1;EU:14.9;APAC:10.7;EM:6.1;Other:5.3
|
Value:+0.7;Growth:+0.4;Quality:-0.7;Size:+1.0;Momentum:-0.5;LowVol:-0.7
|
NoMargin
| 8
| 30
| 5.4
|
trailing 8%
| 112
| 16.8
|
Bear
| 27.2
| 3.79
| 1.3
| 151
| -11
| 41
| 62
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 17
| -8
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| 85
| -26
| 132
| 5
| false
|
Within IPS guidelines
|
P8391
|
Hands-off
|
401k
|
USD
|
2025-05-21
| 896,179
| 65,330
| 830,849
| 1
| 61.2
| 24.5
| 6.9
| 7.4
|
IEF:27.0%;BRK.B:27.0%;AAPL:18.9%;VOO:27.0%
|
US:68.9;EU:13.1;APAC:7.6;EM:4.9;Other:5.5
|
Value:-0.5;Growth:-0.4;Quality:-0.1;Size:+0.4;Momentum:+0.6;LowVol:+0.7
|
NoDerivatives
| 5
| 35
| 5.2
|
trailing 10%
| 159
| 15.8
|
Bull
| 15.4
| 4.94
| 2.2
| 88
| 67
| 81
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 13
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| 63
| -28
| 191
| 5
| false
|
Tighten stops on momentum names
|
P8392
|
Active
|
Taxable
|
USD
|
2025-07-20
| 774,756
| 90,008
| 684,748
| 1
| 57.7
| 29.2
| 4
| 9.1
|
VTI:25.6%;TSLA:25.6%;IEF:25.6%;VOO:23.2%
|
US:67.9;EU:14.6;APAC:9.4;EM:3.9;Other:4.3
|
Value:-0.0;Growth:-0.5;Quality:-0.3;Size:-0.7;Momentum:-0.3;LowVol:-0.3
|
MaxPos8%;NoDerivatives
| 8
| 30
| 5.8
|
hard 12%
| 219
| 18
|
Volatile
| 25.5
| 4.31
| 3.6
| 151
| 60
| 69
| 65
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| -2
|
BrokerD
|
MKT
| 90
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 60
| -49
| 161
| 2
| false
|
Monitor dispersion and breadth
|
P8393
|
Opportunistic
|
401k
|
USD
|
2025-06-18
| 1,395,861
| 64,002
| 1,331,859
| 1
| 63
| 17.9
| 10.6
| 8.5
|
AAPL:25.6%;MUB:25.6%;HYG:23.1%;GLD:25.6%
|
US:62.0;EU:19.2;APAC:10.9;EM:6.9;Other:1.0
|
Value:+0.7;Growth:+0.2;Quality:+0.5;Size:-0.3;Momentum:-0.4;LowVol:-0.8
|
NoDerivatives
| 7
| 25
| 5.5
|
hard 12%
| 243
| 24.8
|
Sideways
| 15.6
| 4.76
| 2.6
| 110
| 37
| 73
| 49
| false
|
Buy
|
Add to core equity +1%
| 16
| 6
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 45
| -11
| 79
| 5
| false
|
Within IPS guidelines
|
P8394
|
Cautious
|
Taxable
|
USD
|
2025-09-22
| 543,082
| 61,690
| 481,392
| 1
| 37.5
| 42.6
| 8.3
| 11.6
|
XLF:33.3%;VNQ:33.3%;TSLA:33.3%
|
US:68.2;EU:8.6;APAC:11.9;EM:5.5;Other:5.8
|
Value:-0.3;Growth:+0.9;Quality:+0.4;Size:-0.7;Momentum:+0.2;LowVol:+0.3
|
MaxPos5%;NoMargin
| 6
| 35
| 5.5
|
trailing 8%
| 127
| 15.4
|
Volatile
| 21.1
| 3.54
| 3.1
| 115
| 72
| 84
| 51
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -37
|
BrokerB
|
VWAP
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 115
| 6
| 201
| 5
| false
|
Increase defensive factor exposure
|
P8395
|
Cautious
|
Trust
|
USD
|
2024-09-10
| 554,294
| 61,409
| 492,885
| 1
| 37.7
| 31.5
| 13.3
| 17.6
|
QQQ:33.3%;TLT:33.3%;AAPL:33.3%
|
US:71.9;EU:13.0;APAC:9.3;EM:4.5;Other:1.3
|
Value:+0.2;Growth:+0.6;Quality:-0.4;Size:0.0;Momentum:-0.9;LowVol:0.0
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 35
| 4
|
trailing 8%
| 152
| 17
|
Bull
| 14.5
| 4.07
| 2
| 87
| 36
| 58
| 39
| false
|
Buy
|
Add to core equity +1%
| -12
| -22
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 16
| 1
| 22
| 3
| false
|
Increase defensive factor exposure
|
P8396
|
Opportunistic
|
401k
|
USD
|
2024-07-07
| 1,438,380
| 63,695
| 1,374,685
| 1
| 70.4
| 17
| 5.6
| 7
|
GLD:13.1%;BND:21.8%;HYG:16.8%;VNQ:16.2%;TLT:21.8%;BRK.B:10.3%
|
US:56.5;EU:16.5;APAC:11.8;EM:10.7;Other:4.5
|
Value:-0.1;Growth:+0.3;Quality:-0.3;Size:+1.0;Momentum:-0.9;LowVol:-0.5
|
NoDerivatives
| 7
| 35
| 4.4
|
hard 12%
| 268
| 28.6
|
Volatile
| 24.2
| 4.4
| 2.8
| 123
| -1
| 47
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| -27
|
BrokerD
|
LMT
| 99
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 10
| -52
| 50
| 3
| false
|
Monitor dispersion and breadth
|
P8397
|
Active
|
IRA
|
USD
|
2025-08-20
| 1,105,711
| 75,875
| 1,029,836
| 1
| 50.7
| 23.5
| 17.4
| 8.4
|
TSLA:22.9%;VOO:14.6%;BND:24.1%;XLF:24.1%;BRK.B:14.4%
|
US:59.6;EU:12.5;APAC:14.2;EM:10.1;Other:3.6
|
Value:+0.1;Growth:+0.9;Quality:+0.5;Size:+0.9;Momentum:+0.4;LowVol:+0.3
|
MaxPos8%
| 8
| 35
| 5
|
trailing 9%
| 127
| 28
|
Sideways
| 15.8
| 3.95
| 2.3
| 96
| -29
| 37
| 34
| false
|
Buy
|
Add to core equity +1%
| 25
| -34
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 93
| -41
| 66
| 5
| false
|
Within IPS guidelines
|
P8398
|
Cautious
|
Roth
|
USD
|
2025-12-24
| 683,843
| 102,113
| 581,730
| 1
| 44.4
| 44.6
| 0.8
| 10.2
|
MSFT:19.3%;IEF:15.3%;AAPL:12.0%;TLT:20.8%;BND:20.8%;GLD:11.9%
|
US:68.2;EU:7.2;APAC:11.9;EM:10.6;Other:2.1
|
Value:+0.4;Growth:-0.8;Quality:+0.7;Size:+0.1;Momentum:-0.5;LowVol:+0.6
|
MaxPos8%;NoMargin
| 10
| 25
| 3.7
|
hard 10%
| 158
| 18.6
|
Volatile
| 30.7
| 4.39
| 4.5
| 116
| -46
| 27
| 64
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| -23
|
BrokerD
|
LMT
| 87
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 48
| -14
| 32
| 2
| true
|
Within IPS guidelines
|
P8399
|
Cautious
|
Taxable
|
USD
|
2024-10-30
| 841,421
| 74,805
| 766,616
| 1
| 35.1
| 43.2
| 3.9
| 17.9
|
QQQ:22.3%;TLT:20.5%;VOO:16.5%;AAPL:10.3%;MSFT:22.3%;TSLA:8.0%
|
US:67.5;EU:9.0;APAC:9.9;EM:8.5;Other:5.0
|
Value:+0.1;Growth:+1.0;Quality:-0.5;Size:-0.7;Momentum:+0.8;LowVol:-0.0
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 25
| 5.5
|
trailing 8%
| 129
| 14.1
|
Bull
| 17.8
| 4.19
| 3.4
| 119
| 35
| 62
| 28
| false
|
Sell
|
Trim extended winner -1%
| 20
| -12
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 60
| -57
| 57
| 3
| false
|
Tax-aware sells next window
|
P8400
|
Systematic
|
401k
|
USD
|
2025-08-24
| 1,536,821
| 103,686
| 1,433,135
| 1
| 63.6
| 23.7
| 7
| 5.7
|
IEF:21.7%;TSLA:21.7%;BRK.B:14.8%;VTI:19.6%;HYG:7.7%;VOO:14.5%
|
US:68.8;EU:6.8;APAC:16.0;EM:8.3;Other:0.2
|
Value:+1.0;Growth:-0.5;Quality:-0.7;Size:+0.6;Momentum:+0.7;LowVol:-0.7
|
NoDerivatives
| 5
| 30
| 5.1
|
trailing 8%
| 184
| 19.7
|
Bull
| 16.4
| 3.78
| 3.1
| 77
| 101
| 87
| 45
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -33
|
BrokerC
|
MKT
| 95
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -58
| -56
| 64
| 3
| false
|
Tax-aware sells next window
|
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