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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8601
|
Cautious
|
Roth
|
USD
|
2025-09-19
| 235,684
| 30,477
| 205,207
| 1
| 36.4
| 43.3
| 7.9
| 12.3
|
TSLA:27.6%;MSFT:17.3%;AAPL:27.6%;MUB:27.6%
|
US:69.2;EU:5.8;APAC:14.4;EM:9.1;Other:1.5
|
Value:-0.4;Growth:-0.8;Quality:-0.8;Size:+0.7;Momentum:+0.8;LowVol:+0.1
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 25
| 4
|
trailing 8%
| 104
| 18.9
|
Bull
| 14.7
| 3.59
| 2.6
| 90
| 115
| 100
| 36
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 28
| 9
|
BrokerB
|
LMT
| 89
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 60
| -46
| 100
| 3
| false
|
Monitor dispersion and breadth
|
P8602
|
Hands-off
|
Roth
|
USD
|
2024-11-26
| 208,328
| 13,928
| 194,400
| 1
| 55.2
| 23.2
| 14.2
| 7.5
|
MSFT:33.3%;BND:33.3%;TLT:33.3%
|
US:75.9;EU:8.4;APAC:6.1;EM:9.6;Other:0.0
|
Value:+0.6;Growth:-0.7;Quality:+0.9;Size:-0.6;Momentum:-0.6;LowVol:-0.7
|
ESGOnly;NoDerivatives
| 7
| 25
| 3.7
|
trailing 8%
| 106
| 19.9
|
Bear
| 33.4
| 3.72
| 2.8
| 160
| -94
| 16
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| -37
|
BrokerA
|
MKT
| 98
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -56
| -23
| -58
| 3
| false
|
Within IPS guidelines
|
P8603
|
Hands-off
|
401k
|
USD
|
2025-09-23
| 804,872
| 39,824
| 765,048
| 1
| 59.1
| 16.8
| 16.7
| 7.4
|
VNQ:32.7%;IEF:33.7%;AAPL:33.7%
|
US:71.2;EU:5.6;APAC:10.2;EM:9.0;Other:4.0
|
Value:-0.3;Growth:-0.4;Quality:+0.9;Size:+0.1;Momentum:-0.9;LowVol:-0.1
|
MaxPos5%;NoDerivatives
| 7
| 35
| 4.9
|
hard 10%
| 125
| 15.4
|
Bull
| 16.8
| 3.68
| 2.6
| 80
| 77
| 94
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| 4
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 17
| 14
| 136
| 4
| false
|
Tighten stops on momentum names
|
P8604
|
Opportunistic
|
Roth
|
USD
|
2025-08-30
| 354,800
| 30,525
| 324,275
| 1.19
| 73.8
| 18.1
| 0
| 8.1
|
VOO:22.3%;GLD:21.2%;HYG:12.4%;TLT:21.7%;MUB:22.3%
|
US:63.1;EU:18.6;APAC:7.6;EM:8.8;Other:1.8
|
Value:-0.1;Growth:0.0;Quality:-0.9;Size:+0.4;Momentum:+0.7;LowVol:-0.6
|
MaxPos7%;NoDerivatives
| 10
| 30
| 4.5
|
hard 12%
| 213
| 23.1
|
Volatile
| 21.7
| 5.15
| 4.1
| 137
| -6
| 47
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| -40
|
BrokerD
|
VWAP
| 99
| null | null |
Normal monitoring
| 27
| -10
| 149
| 4
| false
|
Tighten stops on momentum names
|
P8605
|
Hands-off
|
401k
|
USD
|
2025-01-08
| 458,491
| 29,133
| 429,358
| 1
| 72.3
| 18.5
| 3.3
| 5.9
|
TLT:25.0%;TSLA:25.0%;XLF:25.0%;MUB:25.0%
|
US:66.5;EU:17.5;APAC:6.5;EM:6.1;Other:3.5
|
Value:-1.0;Growth:+0.4;Quality:-0.7;Size:-0.5;Momentum:+0.8;LowVol:+0.8
|
ESGOnly;MaxPos6%
| 6
| 35
| 3.8
|
trailing 8%
| 162
| 17.8
|
Sideways
| 20.8
| 3.89
| 2.1
| 133
| -5
| 53
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| 0
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 36
| -6
| 61
| 5
| false
|
Monitor dispersion and breadth
|
P8606
|
Systematic
|
401k
|
USD
|
2024-07-09
| 1,905,133
| 133,909
| 1,771,224
| 1
| 64.9
| 25.4
| 4.2
| 5.5
|
AAPL:33.3%;TLT:33.3%;IEF:33.3%
|
US:75.1;EU:9.2;APAC:6.8;EM:7.2;Other:1.7
|
Value:+0.1;Growth:-0.2;Quality:+0.9;Size:-0.5;Momentum:-0.5;LowVol:-0.9
|
NoDerivatives
| 7
| 25
| 4.2
|
hard 12%
| 191
| 27.6
|
Bear
| 34.3
| 4
| 1.9
| 213
| -87
| 11
| 87
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -5
| -19
|
BrokerB
|
LMT
| 90
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 66
| -42
| 85
| 3
| false
|
Increase defensive factor exposure
|
P8607
|
Hands-off
|
Taxable
|
USD
|
2025-06-05
| 172,443
| 15,394
| 157,049
| 1
| 62.9
| 25.4
| 2.4
| 9.3
|
MSFT:10.1%;VTI:22.5%;BND:22.5%;BRK.B:22.5%;XLF:22.5%
|
US:66.1;EU:14.8;APAC:9.0;EM:7.8;Other:2.2
|
Value:+0.6;Growth:+0.3;Quality:-0.3;Size:-0.8;Momentum:+0.1;LowVol:+0.1
|
NoDerivatives
| 8
| 35
| 4.4
|
trailing 8%
| 115
| 19.9
|
Bull
| 15.2
| 4.96
| 3
| 106
| 102
| 100
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -29
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 28
| -42
| 116
| 3
| false
|
Monitor dispersion and breadth
|
P8608
|
Active
|
Trust
|
USD
|
2025-07-15
| 1,138,785
| 82,096
| 1,056,689
| 1
| 60.6
| 23.5
| 9.7
| 6.2
|
BRK.B:8.9%;IEF:22.8%;MUB:22.8%;TSLA:15.7%;VOO:13.7%;VNQ:16.1%
|
US:61.4;EU:14.2;APAC:10.4;EM:11.1;Other:2.9
|
Value:+0.1;Growth:+0.7;Quality:+0.3;Size:-0.5;Momentum:0.0;LowVol:+0.5
| null | 10
| 35
| 5.7
|
trailing 9%
| 229
| 26.6
|
Volatile
| 20
| 4.01
| 2.4
| 148
| 58
| 82
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| 9
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| -9
| 18
| 99
| 3
| false
|
Tighten stops on momentum names
|
P8609
|
Hands-off
|
Trust
|
USD
|
2025-07-01
| 399,542
| 25,359
| 374,183
| 1
| 70.1
| 22.7
| 0
| 7.2
|
MUB:26.2%;BND:21.3%;TLT:26.2%;TSLA:26.2%
|
US:59.2;EU:18.7;APAC:10.0;EM:11.7;Other:0.3
|
Value:-0.5;Growth:-0.2;Quality:-0.2;Size:-0.5;Momentum:+0.3;LowVol:-0.6
|
NoDerivatives
| 5
| 25
| 4.5
|
trailing 8%
| 107
| 19.5
|
Bull
| 14.7
| 4.61
| 2.6
| 74
| 105
| 100
| 55
| false
|
Buy
|
Add to core equity +1%
| -8
| 5
|
BrokerB
|
VWAP
| 87
| null | null |
Normal monitoring
| 107
| -26
| 109
| 4
| false
|
Increase defensive factor exposure
|
P8610
|
Cautious
|
Roth
|
USD
|
2025-10-23
| 895,415
| 76,593
| 818,822
| 1
| 54
| 33
| 1.4
| 11.6
|
TLT:33.3%;VOO:33.3%;AAPL:33.3%
|
US:61.7;EU:12.5;APAC:7.7;EM:13.0;Other:5.1
|
Value:+0.6;Growth:+0.9;Quality:+0.5;Size:-0.5;Momentum:-0.9;LowVol:-0.3
|
ESGOnly;MaxPos6%;NoMargin
| 6
| 30
| 5
|
trailing 8%
| 145
| 14.3
|
Bull
| 11.8
| 4.27
| 2.6
| 104
| 102
| 100
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| 7
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| 78
| 11
| 120
| 4
| false
|
Tax-aware sells next window
|
P8611
|
Opportunistic
|
Roth
|
USD
|
2025-06-20
| 823,592
| 47,063
| 776,529
| 1.13
| 62.7
| 13.3
| 17.2
| 6.8
|
MUB:26.9%;TLT:19.4%;XLF:26.9%;BRK.B:26.9%
|
US:68.5;EU:8.5;APAC:14.3;EM:4.1;Other:4.6
|
Value:-0.4;Growth:-1.0;Quality:-0.2;Size:+0.9;Momentum:+0.4;LowVol:-0.7
|
MaxPos6%;NoDerivatives
| 5
| 25
| 6.6
|
trailing 9%
| 259
| 20
|
Sideways
| 16.6
| 4.09
| 2.7
| 132
| 22
| 56
| 42
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -31
|
BrokerC
|
MKT
| 85
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -38
| 10
| 34
| 4
| false
|
Tighten stops on momentum names
|
P8612
|
Systematic
|
IRA
|
USD
|
2025-08-25
| 1,922,757
| 176,958
| 1,745,799
| 1
| 63
| 28.5
| 2.7
| 5.7
|
HYG:33.3%;TSLA:33.3%;AMZN:33.3%
|
US:67.5;EU:7.1;APAC:12.5;EM:8.8;Other:4.1
|
Value:-0.5;Growth:+0.6;Quality:+0.9;Size:-0.1;Momentum:-0.5;LowVol:+0.8
| null | 5
| 30
| 5.3
|
trailing 9%
| 212
| 19.8
|
Sideways
| 20.6
| 4.91
| 2.1
| 133
| 3
| 58
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| 2
|
BrokerA
|
VWAP
| 90
| null | null |
Normal monitoring
| 106
| -35
| 100
| 3
| false
|
Increase defensive factor exposure
|
P8613
|
Hands-off
|
Roth
|
USD
|
2025-02-16
| 184,984
| 12,064
| 172,920
| 1
| 66
| 20.8
| 4.5
| 8.7
|
HYG:22.5%;QQQ:16.4%;MSFT:16.9%;VNQ:22.5%;VOO:21.7%
|
US:57.9;EU:20.5;APAC:9.4;EM:8.5;Other:3.6
|
Value:+0.9;Growth:+0.4;Quality:+0.8;Size:+0.5;Momentum:-0.8;LowVol:-0.8
|
MaxPos8%
| 6
| 25
| 4.9
|
trailing 8%
| 167
| 18.7
|
Sideways
| 21
| 3.69
| 2.5
| 103
| 31
| 51
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -10
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 17
| -14
| -3
| 4
| false
|
Tax-aware sells next window
|
P8614
|
Cautious
|
Roth
|
USD
|
2024-08-02
| 644,639
| 89,873
| 554,766
| 1
| 45.2
| 35.1
| 6.9
| 12.8
|
BND:21.0%;VOO:21.0%;HYG:17.6%;AAPL:12.7%;QQQ:11.9%;VTI:15.9%
|
US:59.8;EU:17.4;APAC:11.7;EM:10.9;Other:0.2
|
Value:+0.5;Growth:-0.1;Quality:-0.5;Size:+1.0;Momentum:+0.3;LowVol:+0.9
|
ESGOnly;NoMargin
| 7
| 35
| 3.5
|
hard 10%
| 102
| 19.3
|
Bull
| 15.3
| 4.81
| 2.5
| 111
| 46
| 72
| 44
| false
|
NoAction
|
Within bands; monitor
| 19
| -38
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 81
| -9
| 86
| 5
| false
|
Monitor dispersion and breadth
|
P8615
|
Active
|
Roth
|
USD
|
2024-12-20
| 1,352,511
| 129,116
| 1,223,395
| 1
| 62.1
| 28.5
| 0
| 9.4
|
BRK.B:20.5%;BND:22.9%;VTI:28.3%;TSLA:28.3%
|
US:71.0;EU:13.9;APAC:8.4;EM:6.0;Other:0.7
|
Value:+0.6;Growth:-0.6;Quality:-0.5;Size:-0.6;Momentum:+0.5;LowVol:-0.5
|
NoDerivatives
| 10
| 35
| 4.1
|
trailing 8%
| 179
| 22.5
|
Bear
| 24
| 3.76
| 1.2
| 160
| 27
| 70
| 71
| true
|
Rebalance
|
Rebalance back to target bands
| 0
| -2
|
BrokerD
|
VWAP
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 108
| -15
| 188
| 2
| false
|
Within IPS guidelines
|
P8616
|
Systematic
|
Roth
|
USD
|
2025-03-01
| 714,031
| 40,482
| 673,549
| 1
| 58
| 27.3
| 7.7
| 7.1
|
IEF:33.3%;HYG:33.3%;VNQ:33.3%
|
US:60.9;EU:15.3;APAC:12.7;EM:9.5;Other:1.5
|
Value:+0.9;Growth:+0.3;Quality:+0.2;Size:+0.2;Momentum:+0.6;LowVol:-0.3
| null | 8
| 30
| 5.4
|
trailing 9%
| 204
| 24
|
Volatile
| 26.8
| 5.5
| 4.1
| 154
| -20
| 51
| 77
| true
|
Rebalance
|
Rebalance back to target bands
| 26
| -21
|
BrokerB
|
VWAP
| 95
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 80
| -55
| 134
| 4
| true
|
Increase defensive factor exposure
|
P8617
|
Opportunistic
|
Trust
|
USD
|
2025-05-01
| 777,368
| 39,737
| 737,631
| 1
| 71.7
| 14.7
| 6.8
| 6.8
|
BND:35.0%;GLD:29.9%;TLT:35.0%
|
US:62.6;EU:17.9;APAC:8.1;EM:9.4;Other:2.0
|
Value:+0.7;Growth:-0.9;Quality:-0.9;Size:-0.3;Momentum:+0.4;LowVol:-0.4
|
MaxPos8%
| 6
| 35
| 6.5
|
hard 12%
| 227
| 20.8
|
Bear
| 27.1
| 3.27
| 2.8
| 172
| 24
| 59
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -15
|
BrokerD
|
VWAP
| 97
| null | null |
Normal monitoring
| 101
| -58
| 81
| 5
| false
|
Tighten stops on momentum names
|
P8618
|
Active
|
IRA
|
USD
|
2024-07-09
| 2,245,522
| 144,436
| 2,101,086
| 1
| 66.3
| 24.5
| 0
| 9.3
|
QQQ:7.0%;HYG:7.1%;XLF:21.5%;MSFT:21.5%;TLT:21.4%;VNQ:21.5%
|
US:63.0;EU:15.3;APAC:13.9;EM:7.5;Other:0.2
|
Value:-0.9;Growth:+0.5;Quality:+0.5;Size:-0.8;Momentum:-0.4;LowVol:-0.4
|
MaxPos6%
| 7
| 35
| 4.6
|
trailing 8%
| 122
| 25.4
|
Bull
| 17
| 4.69
| 3.2
| 91
| 115
| 93
| 45
| false
|
NoAction
|
Within bands; monitor
| 0
| -26
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| -30
| -10
| 86
| 3
| false
|
Tax-aware sells next window
|
P8619
|
Hands-off
|
Trust
|
USD
|
2024-10-27
| 834,304
| 49,651
| 784,653
| 1
| 66
| 26.3
| 0
| 7.8
|
VTI:32.1%;MSFT:33.9%;TLT:33.9%
|
US:68.5;EU:19.4;APAC:7.3;EM:4.3;Other:0.6
|
Value:-0.7;Growth:-0.7;Quality:+0.6;Size:0.0;Momentum:-0.1;LowVol:+0.4
|
ESGOnly;MaxPos7%
| 6
| 35
| 4.7
|
trailing 8%
| 153
| 15.8
|
Bear
| 29.3
| 3.53
| 2.4
| 170
| -10
| 45
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 7
| -19
|
BrokerA
|
VWAP
| 98
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 88
| -15
| 141
| 2
| false
|
Increase defensive factor exposure
|
P8620
|
Cautious
|
Roth
|
USD
|
2025-06-13
| 246,133
| 30,464
| 215,669
| 1
| 47.4
| 39.3
| 0
| 13.3
|
GLD:15.7%;AMZN:28.1%;AAPL:28.1%;BRK.B:28.1%
|
US:61.6;EU:9.0;APAC:14.7;EM:9.9;Other:4.8
|
Value:-0.8;Growth:-0.4;Quality:-0.3;Size:+0.7;Momentum:-0.2;LowVol:+0.3
|
NoDerivatives;NoMargin
| 8
| 35
| 4.3
|
trailing 10%
| 163
| 16.2
|
Volatile
| 20.7
| 3.6
| 2.5
| 113
| -59
| 9
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| -22
|
BrokerC
|
VWAP
| 91
| null | null |
Normal monitoring
| -42
| 15
| -11
| 3
| false
|
Within IPS guidelines
|
P8621
|
Cautious
|
Roth
|
USD
|
2024-09-07
| 508,089
| 63,802
| 444,287
| 1
| 37.6
| 32
| 17.2
| 13.1
|
XLF:25.0%;GLD:25.0%;BND:25.0%;MUB:25.0%
|
US:65.0;EU:10.9;APAC:13.1;EM:9.7;Other:1.3
|
Value:+0.9;Growth:+1.0;Quality:-1.0;Size:-0.9;Momentum:-0.6;LowVol:-0.5
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 8
| 25
| 3.7
|
hard 10%
| 139
| 13.8
|
Bull
| 12.9
| 4.95
| 2.1
| 79
| 85
| 100
| 21
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| 5
|
BrokerA
|
VWAP
| 100
| null | null |
Normal monitoring
| -59
| -35
| -66
| 5
| false
|
Within IPS guidelines
|
P8622
|
Hands-off
|
Roth
|
USD
|
2025-09-01
| 174,780
| 10,595
| 164,185
| 1
| 67.3
| 23.6
| 1.8
| 7.3
|
VOO:26.1%;MSFT:18.7%;HYG:27.6%;XLF:27.6%
|
US:64.0;EU:11.9;APAC:10.4;EM:9.6;Other:4.1
|
Value:-0.6;Growth:-0.7;Quality:+0.1;Size:+0.6;Momentum:+0.2;LowVol:0.0
|
ESGOnly
| 7
| 25
| 5.2
|
trailing 8%
| 158
| 17.2
|
Volatile
| 22.5
| 3.85
| 2.4
| 133
| 3
| 54
| 55
| false
|
Buy
|
Add to core equity +1%
| 32
| -30
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| 23
| 0
| 103
| 4
| false
|
Within IPS guidelines
|
P8623
|
Systematic
|
Trust
|
USD
|
2025-01-04
| 1,924,795
| 122,131
| 1,802,664
| 1
| 62.4
| 27.2
| 2.9
| 7.6
|
VOO:28.8%;XLF:28.8%;VTI:13.7%;MSFT:28.8%
|
US:65.4;EU:17.1;APAC:10.7;EM:4.0;Other:2.8
|
Value:+0.5;Growth:+0.6;Quality:-0.1;Size:-0.6;Momentum:+0.7;LowVol:-0.8
|
MaxPos8%
| 10
| 25
| 4.2
|
trailing 9%
| 139
| 24.9
|
Bull
| 17.3
| 4.42
| 2.7
| 93
| 62
| 95
| 53
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 30
| -10
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 47
| -56
| 113
| 5
| false
|
Tax-aware sells next window
|
P8624
|
Active
|
IRA
|
USD
|
2025-01-27
| 1,882,283
| 128,955
| 1,753,328
| 1
| 64
| 28.1
| 0
| 8
|
VTI:13.7%;TSLA:20.7%;BRK.B:19.8%;AAPL:10.3%;VNQ:17.9%;QQQ:17.6%
|
US:54.7;EU:11.6;APAC:16.1;EM:12.4;Other:5.2
|
Value:+0.1;Growth:0.0;Quality:+0.2;Size:-0.6;Momentum:0.0;LowVol:+0.7
| null | 8
| 35
| 5.1
|
trailing 9%
| 176
| 16.9
|
Bear
| 27.2
| 4.14
| 2.6
| 198
| -76
| 12
| 67
| false
|
Buy
|
Add to core equity +1%
| 18
| 6
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 16
| -57
| 146
| 5
| false
|
Tax-aware sells next window
|
P8625
|
Active
|
IRA
|
USD
|
2025-07-30
| 2,223,530
| 254,217
| 1,969,313
| 1
| 66.8
| 26.4
| 0
| 6.8
|
AMZN:33.3%;QQQ:33.3%;BND:33.3%
|
US:64.2;EU:12.5;APAC:12.5;EM:7.7;Other:3.1
|
Value:-1.0;Growth:+1.0;Quality:-0.6;Size:+0.9;Momentum:-0.5;LowVol:+0.4
| null | 7
| 30
| 4.6
|
hard 12%
| 122
| 24.1
|
Bull
| 16.2
| 4.66
| 3.2
| 119
| 49
| 72
| 51
| false
|
Sell
|
Trim extended winner -1%
| 22
| -31
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| 29
| 18
| 77
| 3
| false
|
Increase defensive factor exposure
|
P8626
|
Systematic
|
Taxable
|
USD
|
2025-10-04
| 986,472
| 57,188
| 929,284
| 1
| 68.5
| 23.5
| 2.5
| 5.5
|
BRK.B:14.5%;VTI:21.4%;MSFT:21.4%;TLT:21.4%;BND:21.4%
|
US:67.3;EU:13.0;APAC:7.2;EM:11.6;Other:1.0
|
Value:+0.9;Growth:-0.6;Quality:+0.2;Size:-0.7;Momentum:-0.2;LowVol:-0.8
|
NoDerivatives
| 8
| 35
| 5.2
|
trailing 8%
| 213
| 18.3
|
Bull
| 12
| 3.71
| 2.8
| 111
| 47
| 71
| 55
| true
|
Rebalance
|
Rebalance back to target bands
| 35
| 5
|
BrokerC
|
MKT
| 99
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 115
| -30
| 254
| 2
| false
|
Within IPS guidelines
|
P8627
|
Hands-off
|
401k
|
USD
|
2025-10-31
| 301,887
| 20,094
| 281,793
| 1
| 57.8
| 17.9
| 17.6
| 6.7
|
IEF:26.2%;HYG:21.1%;MSFT:26.3%;GLD:26.3%
|
US:60.9;EU:17.8;APAC:10.2;EM:8.1;Other:3.1
|
Value:+0.2;Growth:+0.7;Quality:+0.9;Size:+0.4;Momentum:-0.5;LowVol:-0.2
|
MaxPos5%
| 7
| 25
| 4.2
|
trailing 8%
| 118
| 19.2
|
Bear
| 27.5
| 4.26
| 2.1
| 196
| -41
| 35
| 69
| false
|
NoAction
|
Within bands; monitor
| 22
| -15
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 113
| 19
| 85
| 5
| false
|
Tax-aware sells next window
|
P8628
|
Opportunistic
|
Trust
|
USD
|
2025-05-12
| 389,440
| 32,449
| 356,991
| 1
| 61.3
| 13
| 17.8
| 7.9
|
HYG:21.8%;MSFT:16.5%;AAPL:17.9%;GLD:21.9%;VTI:21.9%
|
US:61.1;EU:14.2;APAC:8.3;EM:12.9;Other:3.6
|
Value:-0.3;Growth:-0.8;Quality:+0.2;Size:+0.2;Momentum:-0.4;LowVol:-0.8
|
MaxPos6%
| 5
| 25
| 4.5
|
trailing 7%
| 187
| 22.3
|
Sideways
| 21.1
| 4.5
| 2.6
| 104
| 60
| 69
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| 1
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 79
| -43
| 77
| 3
| false
|
Tighten stops on momentum names
|
P8629
|
Hands-off
|
Roth
|
USD
|
2025-08-19
| 456,627
| 34,293
| 422,334
| 1
| 66
| 16.4
| 12.1
| 5.4
|
MUB:27.3%;IEF:18.2%;VTI:27.3%;VOO:27.3%
|
US:59.2;EU:13.6;APAC:14.3;EM:8.7;Other:4.2
|
Value:+0.7;Growth:-0.8;Quality:-0.7;Size:-0.6;Momentum:+0.5;LowVol:+0.4
|
NoDerivatives
| 10
| 25
| 5.9
|
trailing 10%
| 142
| 18
|
Sideways
| 19.7
| 4.41
| 2.1
| 104
| -3
| 39
| 52
| false
|
Buy
|
Add to core equity +1%
| 24
| -28
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 10
| -1
| 50
| 3
| false
|
Tax-aware sells next window
|
P8630
|
Hands-off
|
IRA
|
USD
|
2025-02-14
| 257,860
| 25,749
| 232,111
| 1
| 59.9
| 17.4
| 14.5
| 8.2
|
VNQ:33.3%;TLT:33.3%;MSFT:33.3%
|
US:64.3;EU:16.4;APAC:8.6;EM:8.7;Other:2.0
|
Value:+0.3;Growth:-0.0;Quality:-0.7;Size:-0.2;Momentum:+0.7;LowVol:+0.7
|
ESGOnly
| 7
| 30
| 5.8
|
trailing 10%
| 153
| 14.2
|
Bear
| 31.4
| 4.29
| 3
| 157
| 1
| 44
| 81
| true
|
Rebalance
|
Rebalance back to target bands
| -3
| -34
|
BrokerC
|
VWAP
| 95
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -28
| -47
| 70
| 5
| true
|
Tighten stops on momentum names
|
P8631
|
Hands-off
|
Taxable
|
USD
|
2024-09-18
| 602,455
| 42,580
| 559,875
| 1
| 59.5
| 18.6
| 16.2
| 5.6
|
IEF:19.7%;HYG:23.4%;XLF:17.1%;BRK.B:16.5%;QQQ:23.4%
|
US:62.8;EU:11.9;APAC:15.6;EM:7.3;Other:2.5
|
Value:-0.4;Growth:+0.3;Quality:+0.5;Size:-0.2;Momentum:-0.1;LowVol:0.0
| null | 10
| 25
| 5
|
trailing 8%
| 132
| 15.5
|
Bull
| 13.3
| 4.77
| 2
| 82
| 19
| 70
| 39
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -6
| -29
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 120
| -19
| 198
| 4
| false
|
Increase defensive factor exposure
|
P8632
|
Opportunistic
|
Taxable
|
USD
|
2025-11-20
| 1,206,451
| 55,081
| 1,151,370
| 1
| 72.4
| 20.1
| 1.7
| 5.8
|
VNQ:27.7%;VOO:27.7%;VTI:23.3%;AAPL:21.3%
|
US:63.1;EU:14.0;APAC:13.6;EM:9.2;Other:0.2
|
Value:-0.5;Growth:+0.2;Quality:-0.1;Size:+0.2;Momentum:+0.6;LowVol:+0.1
|
MaxPos7%
| 10
| 35
| 6.8
|
trailing 7%
| 198
| 27.8
|
Bear
| 30.1
| 3.57
| 2
| 176
| -23
| 38
| 88
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -14
| 5
|
BrokerA
|
LMT
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -45
| -41
| 93
| 2
| false
|
Within IPS guidelines
|
P8633
|
Active
|
Taxable
|
USD
|
2025-11-15
| 1,698,014
| 203,719
| 1,494,295
| 1
| 54.7
| 30.8
| 5.1
| 9.5
|
MSFT:24.9%;BRK.B:12.6%;VTI:12.8%;VNQ:24.9%;GLD:24.9%
|
US:61.0;EU:16.9;APAC:16.2;EM:5.1;Other:0.8
|
Value:+0.3;Growth:+0.7;Quality:+0.9;Size:+0.7;Momentum:+0.2;LowVol:-0.7
|
MaxPos5%
| 7
| 30
| 4.3
|
trailing 8%
| 137
| 20.4
|
Sideways
| 16.1
| 4.77
| 2.7
| 116
| -15
| 30
| 45
| false
|
NoAction
|
Within bands; monitor
| 15
| -23
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 4
| -18
| 120
| 3
| false
|
Within IPS guidelines
|
P8634
|
Cautious
|
Taxable
|
USD
|
2024-10-30
| 706,386
| 60,272
| 646,114
| 1
| 45.7
| 38.6
| 0
| 15.7
|
TSLA:26.0%;AAPL:24.0%;VNQ:26.0%;HYG:23.9%
|
US:69.6;EU:14.5;APAC:6.0;EM:6.6;Other:3.3
|
Value:-0.5;Growth:+0.8;Quality:-0.8;Size:-0.4;Momentum:-0.0;LowVol:-0.7
|
NoMargin
| 7
| 25
| 3.8
|
trailing 10%
| 121
| 13.6
|
Bull
| 18
| 4.92
| 3.4
| 109
| 36
| 54
| 52
| false
|
Sell
|
Trim extended winner -1%
| 1
| -26
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 119
| -24
| 130
| 4
| false
|
Tighten stops on momentum names
|
P8635
|
Active
|
401k
|
USD
|
2025-10-02
| 2,110,261
| 250,806
| 1,859,455
| 1.2
| 68.8
| 18.9
| 4.6
| 7.8
|
TSLA:33.3%;QQQ:33.3%;IEF:33.3%
|
US:64.2;EU:13.8;APAC:12.6;EM:5.9;Other:3.6
|
Value:-0.1;Growth:+0.4;Quality:-0.6;Size:+0.1;Momentum:-0.5;LowVol:-0.7
|
NoDerivatives
| 6
| 25
| 4.2
|
trailing 8%
| 139
| 21.4
|
Volatile
| 30.3
| 4.61
| 3.2
| 162
| -29
| 43
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| 12
|
BrokerC
|
LMT
| 100
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -52
| -19
| 15
| 2
| true
|
Tighten stops on momentum names
|
P8636
|
Opportunistic
|
IRA
|
USD
|
2025-09-13
| 1,344,803
| 43,324
| 1,301,479
| 1
| 71.4
| 18.7
| 5.4
| 4.5
|
IEF:25.8%;AMZN:13.0%;HYG:25.8%;QQQ:22.1%;VNQ:13.4%
|
US:69.6;EU:6.9;APAC:12.0;EM:5.4;Other:6.1
|
Value:+0.2;Growth:-0.1;Quality:-0.5;Size:+0.7;Momentum:+1.0;LowVol:+0.7
| null | 7
| 35
| 5.9
|
trailing 9%
| 213
| 25.2
|
Bear
| 34.5
| 3.19
| 1.2
| 205
| -25
| 41
| 99
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -27
|
BrokerD
|
VWAP
| 95
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 51
| 5
| 116
| 2
| false
|
Tax-aware sells next window
|
P8637
|
Active
|
Trust
|
USD
|
2024-10-03
| 1,802,478
| 159,918
| 1,642,560
| 1
| 62.5
| 28.9
| 3.2
| 5.5
|
IEF:34.4%;TLT:31.2%;VTI:34.4%
|
US:62.4;EU:17.7;APAC:6.1;EM:8.2;Other:5.5
|
Value:+0.9;Growth:-0.9;Quality:+0.1;Size:-0.5;Momentum:+0.6;LowVol:-0.3
|
MaxPos6%;NoDerivatives
| 7
| 25
| 5
|
trailing 8%
| 122
| 25.8
|
Sideways
| 17.7
| 4.55
| 2.3
| 139
| 55
| 81
| 51
| false
|
Sell
|
Trim extended winner -1%
| 21
| -4
|
BrokerD
|
VWAP
| 95
| null | null |
Normal monitoring
| -7
| 9
| 2
| 5
| false
|
Tighten stops on momentum names
|
P8638
|
Hands-off
|
IRA
|
USD
|
2025-12-13
| 245,271
| 14,842
| 230,429
| 1
| 61.1
| 15.7
| 16.6
| 6.7
|
VTI:33.3%;TLT:33.3%;MUB:33.3%
|
US:73.9;EU:8.9;APAC:11.6;EM:5.4;Other:0.1
|
Value:+0.5;Growth:+0.1;Quality:+1.0;Size:-0.5;Momentum:+0.4;LowVol:-0.3
|
ESGOnly;NoDerivatives
| 6
| 35
| 4.6
|
hard 10%
| 131
| 17.2
|
Volatile
| 22.7
| 5.21
| 2.6
| 120
| 11
| 66
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -27
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| -37
| -33
| -62
| 5
| false
|
Monitor dispersion and breadth
|
P8639
|
Opportunistic
|
Roth
|
USD
|
2025-08-30
| 1,476,164
| 83,045
| 1,393,119
| 1.11
| 72.5
| 15.8
| 4.2
| 7.5
|
GLD:35.3%;TLT:35.3%;BRK.B:29.5%
|
US:65.2;EU:16.2;APAC:9.5;EM:8.5;Other:0.6
|
Value:+1.0;Growth:+0.2;Quality:-0.5;Size:-1.0;Momentum:0.0;LowVol:-0.6
|
MaxPos7%;NoDerivatives
| 5
| 35
| 4.8
|
trailing 7%
| 250
| 28.4
|
Bear
| 34.2
| 4.23
| 1.9
| 202
| 23
| 62
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| -27
|
BrokerD
|
VWAP
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 70
| -52
| 189
| 2
| false
|
Monitor dispersion and breadth
|
P8640
|
Hands-off
|
Taxable
|
USD
|
2025-02-28
| 873,365
| 52,488
| 820,877
| 1
| 66.2
| 28.3
| 0
| 5.5
|
AMZN:28.0%;MUB:28.0%;TLT:15.9%;VNQ:28.0%
|
US:67.1;EU:14.5;APAC:9.1;EM:6.8;Other:2.5
|
Value:+0.1;Growth:-0.8;Quality:+0.5;Size:+0.7;Momentum:-0.5;LowVol:-0.6
|
MaxPos5%
| 7
| 25
| 4.9
|
trailing 8%
| 94
| 13.5
|
Volatile
| 25.9
| 3.86
| 3.7
| 119
| -17
| 33
| 63
| false
|
Sell
|
Trim extended winner -1%
| 23
| -2
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| 96
| 8
| 169
| 3
| false
|
Increase defensive factor exposure
|
P8641
|
Cautious
|
IRA
|
USD
|
2025-03-26
| 202,888
| 19,189
| 183,699
| 1
| 42.3
| 42.5
| 0
| 15.2
|
TSLA:18.4%;GLD:22.9%;MSFT:22.9%;BRK.B:19.7%;TLT:16.1%
|
US:70.5;EU:10.3;APAC:8.6;EM:8.3;Other:2.3
|
Value:-0.1;Growth:-0.3;Quality:+0.1;Size:+0.9;Momentum:-0.2;LowVol:-0.0
|
ESGOnly;NoMargin
| 8
| 30
| 6
|
trailing 8%
| 138
| 19.9
|
Bear
| 32.7
| 4.32
| 2.3
| 175
| -36
| 36
| 72
| true
|
Rebalance
|
Rebalance back to target bands
| 16
| -29
|
BrokerC
|
MKT
| 100
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -41
| -8
| 90
| 3
| false
|
Within IPS guidelines
|
P8642
|
Active
|
IRA
|
USD
|
2025-03-25
| 833,416
| 57,942
| 775,474
| 1
| 64.1
| 22.3
| 7.2
| 6.4
|
AAPL:28.3%;IEF:28.3%;QQQ:28.3%;HYG:15.2%
|
US:68.7;EU:8.9;APAC:9.7;EM:10.7;Other:1.9
|
Value:-0.3;Growth:-0.7;Quality:-0.3;Size:-0.3;Momentum:+0.2;LowVol:+0.9
| null | 8
| 25
| 5.6
|
trailing 8%
| 215
| 24.1
|
Bull
| 16.7
| 4.08
| 2.4
| 106
| 51
| 84
| 50
| false
|
Sell
|
Trim extended winner -1%
| -13
| -38
|
BrokerC
|
VWAP
| 96
| null | null |
Normal monitoring
| 48
| -28
| 74
| 5
| false
|
Increase defensive factor exposure
|
P8643
|
Active
|
Roth
|
USD
|
2025-03-04
| 890,494
| 85,247
| 805,247
| 1
| 64.9
| 25.3
| 0
| 9.8
|
XLF:19.7%;BND:26.8%;MSFT:26.8%;HYG:26.8%
|
US:74.8;EU:7.6;APAC:7.9;EM:6.1;Other:3.6
|
Value:+0.8;Growth:+0.8;Quality:-0.1;Size:-0.4;Momentum:-0.5;LowVol:+0.6
|
NoDerivatives
| 5
| 25
| 4.1
|
trailing 9%
| 127
| 20.6
|
Bull
| 17.2
| 3.97
| 3.1
| 103
| 95
| 100
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| -7
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 34
| 10
| 70
| 5
| false
|
Tighten stops on momentum names
|
P8644
|
Systematic
|
401k
|
USD
|
2025-02-01
| 1,143,074
| 71,488
| 1,071,586
| 1
| 56.1
| 34.3
| 0.2
| 9.4
|
HYG:25.0%;MUB:25.0%;MSFT:25.0%;VTI:25.0%
|
US:68.1;EU:17.7;APAC:6.3;EM:3.6;Other:4.3
|
Value:+1.0;Growth:+0.7;Quality:+0.9;Size:+0.1;Momentum:+0.3;LowVol:+0.8
|
MaxPos6%
| 5
| 30
| 6
|
hard 12%
| 186
| 19
|
Sideways
| 21.4
| 4.16
| 2.4
| 135
| 14
| 69
| 63
| false
|
Buy
|
Add to core equity +1%
| -9
| -22
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 34
| 6
| 42
| 5
| false
|
Increase defensive factor exposure
|
P8645
|
Hands-off
|
401k
|
USD
|
2025-09-11
| 772,167
| 55,293
| 716,874
| 1
| 73.5
| 17.9
| 2.1
| 6.5
|
HYG:33.3%;MUB:33.3%;QQQ:33.3%
|
US:67.8;EU:14.0;APAC:9.5;EM:4.7;Other:4.0
|
Value:+0.8;Growth:0.0;Quality:+0.5;Size:+0.6;Momentum:+0.3;LowVol:+0.5
|
ESGOnly;MaxPos7%;NoDerivatives
| 6
| 25
| 3.5
|
hard 10%
| 135
| 19
|
Volatile
| 23.3
| 4.58
| 3.2
| 172
| 20
| 50
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 24
| -19
|
BrokerD
|
LMT
| 95
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 31
| -42
| 156
| 5
| false
|
Increase defensive factor exposure
|
P8646
|
Cautious
|
IRA
|
USD
|
2025-06-09
| 163,118
| 14,159
| 148,959
| 1
| 52.8
| 35.3
| 0
| 11.9
|
QQQ:16.6%;BND:28.2%;HYG:27.0%;MSFT:28.2%
|
US:66.8;EU:10.3;APAC:9.0;EM:9.9;Other:4.1
|
Value:+0.3;Growth:-0.1;Quality:+1.0;Size:+0.5;Momentum:-0.4;LowVol:+0.9
|
MaxPos5%;NoMargin
| 6
| 25
| 4.3
|
hard 10%
| 97
| 16.8
|
Bull
| 16.1
| 3.79
| 2.2
| 81
| 63
| 76
| 49
| false
|
Sell
|
Trim extended winner -1%
| 19
| -29
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| -13
| -8
| 85
| 3
| false
|
Tighten stops on momentum names
|
P8647
|
Active
|
IRA
|
USD
|
2025-04-12
| 803,217
| 56,629
| 746,588
| 1
| 53.3
| 21.2
| 20
| 5.4
|
HYG:16.5%;TSLA:24.3%;QQQ:17.5%;VTI:24.3%;MUB:17.5%
|
US:66.4;EU:12.8;APAC:13.9;EM:5.2;Other:1.7
|
Value:+0.1;Growth:+0.1;Quality:-0.6;Size:-0.6;Momentum:-0.0;LowVol:+0.7
|
MaxPos6%;NoDerivatives
| 5
| 35
| 5.4
|
trailing 9%
| 198
| 27.9
|
Bull
| 16.5
| 3.79
| 2.3
| 89
| 64
| 67
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| 11
|
BrokerB
|
VWAP
| 100
| null | null |
Normal monitoring
| 66
| -13
| 123
| 5
| false
|
Monitor dispersion and breadth
|
P8648
|
Systematic
|
Trust
|
USD
|
2025-02-18
| 1,270,591
| 75,758
| 1,194,833
| 1
| 57.5
| 32.7
| 0
| 9.8
|
MSFT:12.8%;TSLA:17.3%;IEF:23.3%;VTI:23.2%;BND:23.3%
|
US:63.8;EU:12.8;APAC:8.1;EM:11.4;Other:3.8
|
Value:+0.6;Growth:-0.5;Quality:-0.2;Size:-0.3;Momentum:-0.9;LowVol:+0.6
| null | 7
| 30
| 5.2
|
trailing 8%
| 216
| 22.2
|
Volatile
| 30.7
| 4.29
| 4.2
| 123
| 48
| 70
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| -8
| -14
|
BrokerA
|
MKT
| 97
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 110
| 2
| 219
| 4
| false
|
Tax-aware sells next window
|
P8649
|
Cautious
|
Trust
|
USD
|
2025-06-13
| 252,228
| 36,864
| 215,364
| 1
| 41.8
| 30.7
| 14.9
| 12.7
|
BND:25.3%;VOO:14.4%;GLD:9.8%;BRK.B:25.3%;MSFT:25.3%
|
US:68.8;EU:8.4;APAC:13.0;EM:9.6;Other:0.1
|
Value:-0.9;Growth:+0.3;Quality:-0.6;Size:-0.9;Momentum:-0.7;LowVol:+0.5
|
NoMargin
| 8
| 25
| 3.2
|
trailing 10%
| 164
| 16
|
Volatile
| 27.9
| 4.78
| 3.5
| 168
| -18
| 26
| 57
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 11
| -4
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| 16
| 17
| 61
| 3
| false
|
Increase defensive factor exposure
|
P8650
|
Active
|
Trust
|
USD
|
2025-12-12
| 1,196,578
| 97,623
| 1,098,955
| 1
| 59.5
| 30.7
| 2.1
| 7.8
|
BRK.B:16.5%;BND:20.0%;XLF:24.3%;AAPL:24.3%;TSLA:14.9%
|
US:71.0;EU:9.1;APAC:12.4;EM:6.3;Other:1.2
|
Value:-0.1;Growth:-1.0;Quality:-0.4;Size:+0.6;Momentum:-0.5;LowVol:+0.3
| null | 7
| 35
| 5.4
|
trailing 9%
| 200
| 16.3
|
Volatile
| 29.4
| 3.72
| 3.3
| 137
| -54
| 38
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 7
| 6
|
BrokerC
|
MKT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 91
| -46
| 190
| 4
| false
|
Increase defensive factor exposure
|
P8651
|
Hands-off
|
Taxable
|
USD
|
2025-10-13
| 877,414
| 38,401
| 839,013
| 1
| 63.3
| 26.9
| 4.7
| 5.1
|
TSLA:33.3%;MSFT:33.3%;TLT:33.3%
|
US:60.9;EU:16.3;APAC:12.9;EM:9.9;Other:0.0
|
Value:0.0;Growth:+0.4;Quality:-0.6;Size:-0.1;Momentum:-0.3;LowVol:-0.6
| null | 6
| 30
| 4
|
trailing 8%
| 161
| 14.6
|
Sideways
| 17.5
| 3.52
| 2.7
| 105
| -8
| 55
| 61
| true
|
Rebalance
|
Rebalance back to target bands
| 11
| -8
|
BrokerC
|
MKT
| 96
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 45
| 17
| 104
| 3
| false
|
Tax-aware sells next window
|
P8652
|
Hands-off
|
IRA
|
USD
|
2025-05-09
| 883,788
| 66,339
| 817,449
| 1
| 69.3
| 16
| 5
| 9.8
|
GLD:23.4%;QQQ:23.4%;AAPL:23.4%;VNQ:17.9%;MUB:11.8%
|
US:59.9;EU:11.1;APAC:14.5;EM:9.9;Other:4.7
|
Value:+1.0;Growth:-0.9;Quality:-0.8;Size:+0.9;Momentum:-0.2;LowVol:-0.9
|
ESGOnly;MaxPos5%
| 7
| 25
| 4.3
|
trailing 8%
| 125
| 13.7
|
Bull
| 17.6
| 4.55
| 2
| 105
| 11
| 59
| 60
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -11
| 14
|
BrokerB
|
VWAP
| 94
| null | null |
Normal monitoring
| 5
| 4
| 1
| 4
| false
|
Within IPS guidelines
|
P8653
|
Opportunistic
|
Trust
|
USD
|
2024-08-13
| 445,084
| 17,751
| 427,333
| 1
| 72.3
| 19.9
| 0
| 7.8
|
QQQ:36.6%;AMZN:26.8%;VTI:36.6%
|
US:68.6;EU:11.8;APAC:12.4;EM:5.3;Other:1.8
|
Value:+1.0;Growth:-0.5;Quality:0.0;Size:-0.9;Momentum:+0.1;LowVol:-0.1
|
MaxPos5%
| 8
| 30
| 4.9
|
trailing 7%
| 256
| 29.6
|
Bear
| 26
| 4.23
| 2.9
| 146
| -28
| 22
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -1
|
BrokerB
|
MKT
| 98
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 36
| -54
| 129
| 3
| false
|
Increase defensive factor exposure
|
P8654
|
Active
|
Roth
|
USD
|
2025-08-27
| 2,212,719
| 185,924
| 2,026,795
| 1
| 58.6
| 26.4
| 7.6
| 7.4
|
VNQ:13.3%;GLD:24.3%;AAPL:24.3%;AMZN:24.3%;BND:13.7%
|
US:61.8;EU:9.2;APAC:12.6;EM:14.5;Other:1.9
|
Value:+0.4;Growth:+0.6;Quality:-0.1;Size:+0.5;Momentum:-0.5;LowVol:-0.9
|
MaxPos6%;NoDerivatives
| 7
| 35
| 5.9
|
hard 12%
| 173
| 21.8
|
Sideways
| 15.2
| 4.66
| 2.6
| 137
| 7
| 47
| 35
| false
|
Sell
|
Trim extended winner -1%
| 2
| -24
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| 111
| -5
| 133
| 4
| false
|
Increase defensive factor exposure
|
P8655
|
Hands-off
|
Trust
|
USD
|
2024-10-22
| 322,951
| 20,430
| 302,521
| 1
| 66.2
| 23.9
| 4.1
| 5.8
|
TLT:22.2%;BRK.B:13.9%;MUB:16.0%;IEF:24.6%;HYG:23.4%
|
US:63.7;EU:16.5;APAC:10.5;EM:4.8;Other:4.4
|
Value:-0.4;Growth:-0.7;Quality:+0.4;Size:+0.9;Momentum:-0.2;LowVol:+0.9
|
MaxPos8%;NoDerivatives
| 8
| 30
| 3.9
|
trailing 8%
| 144
| 13.5
|
Bear
| 23.9
| 3.67
| 2.4
| 133
| -78
| 17
| 60
| false
|
Buy
|
Add to core equity +1%
| 30
| -16
|
BrokerB
|
VWAP
| 85
| null | null |
Normal monitoring
| -17
| -40
| -55
| 3
| false
|
Tighten stops on momentum names
|
P8656
|
Opportunistic
|
Trust
|
USD
|
2025-03-02
| 758,191
| 54,252
| 703,939
| 1.16
| 70.6
| 12.2
| 12.1
| 5
|
GLD:20.5%;VTI:20.1%;HYG:16.5%;QQQ:10.5%;AAPL:17.9%;MUB:14.4%
|
US:74.5;EU:5.9;APAC:10.3;EM:6.6;Other:2.7
|
Value:-0.3;Growth:-0.1;Quality:+0.2;Size:-0.9;Momentum:-0.7;LowVol:-0.7
|
MaxPos5%;NoDerivatives
| 6
| 35
| 4.4
|
trailing 7%
| 211
| 31
|
Bull
| 13.5
| 3.5
| 2.8
| 117
| 31
| 69
| 46
| false
|
Buy
|
Add to core equity +1%
| -12
| 14
|
BrokerD
|
VWAP
| 89
| null | null |
Normal monitoring
| -52
| -6
| -67
| 4
| false
|
Monitor dispersion and breadth
|
P8657
|
Hands-off
|
Roth
|
USD
|
2025-04-04
| 784,767
| 67,748
| 717,019
| 1
| 58.9
| 15.2
| 16.9
| 8.9
|
TSLA:7.4%;VNQ:17.1%;QQQ:20.7%;MUB:19.8%;AMZN:18.8%;HYG:16.2%
|
US:63.8;EU:16.5;APAC:10.6;EM:4.5;Other:4.6
|
Value:+1.0;Growth:+0.7;Quality:-0.0;Size:+0.1;Momentum:+0.6;LowVol:+1.0
|
ESGOnly
| 10
| 30
| 3.9
|
trailing 8%
| 166
| 17.5
|
Volatile
| 25.1
| 5.01
| 3.3
| 123
| 59
| 71
| 65
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 28
| -34
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| -22
| 15
| 9
| 4
| false
|
Increase defensive factor exposure
|
P8658
|
Active
|
Trust
|
USD
|
2025-07-11
| 1,949,503
| 143,667
| 1,805,836
| 1
| 59.8
| 30.3
| 1.6
| 8.3
|
GLD:9.6%;XLF:16.5%;BND:24.6%;QQQ:24.6%;AAPL:24.6%
|
US:74.1;EU:5.2;APAC:7.9;EM:8.4;Other:4.4
|
Value:-0.1;Growth:+0.2;Quality:+0.7;Size:+0.7;Momentum:-0.8;LowVol:+0.8
| null | 10
| 35
| 5.9
|
hard 12%
| 200
| 17.6
|
Bull
| 12.6
| 4.46
| 3.1
| 92
| 42
| 73
| 37
| false
|
NoAction
|
Within bands; monitor
| 18
| -20
|
BrokerB
|
VWAP
| 85
| null | null |
Normal monitoring
| 111
| 8
| 75
| 3
| false
|
Monitor dispersion and breadth
|
P8659
|
Active
|
Trust
|
USD
|
2025-10-21
| 648,553
| 45,470
| 603,083
| 1
| 51.8
| 26.4
| 16.8
| 5
|
XLF:28.3%;GLD:15.1%;AAPL:28.3%;BRK.B:28.3%
|
US:65.9;EU:11.3;APAC:12.2;EM:6.2;Other:4.4
|
Value:+0.3;Growth:+0.1;Quality:-0.2;Size:-0.8;Momentum:+0.9;LowVol:+0.2
|
NoDerivatives
| 7
| 25
| 4.9
|
hard 12%
| 128
| 27.6
|
Volatile
| 23.8
| 4.42
| 3.6
| 148
| 5
| 41
| 61
| false
|
Buy
|
Add to core equity +1%
| 6
| -1
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 60
| -36
| 63
| 5
| false
|
Increase defensive factor exposure
|
P8660
|
Hands-off
|
Trust
|
USD
|
2024-09-18
| 621,997
| 39,792
| 582,205
| 1
| 64.1
| 28.1
| 0
| 7.8
|
MUB:24.6%;VTI:24.6%;AMZN:24.6%;VNQ:15.1%;AAPL:11.0%
|
US:64.4;EU:19.9;APAC:5.9;EM:6.6;Other:3.3
|
Value:-0.2;Growth:0.0;Quality:+1.0;Size:-0.5;Momentum:-0.2;LowVol:-0.2
|
MaxPos8%
| 5
| 35
| 3.3
|
trailing 8%
| 150
| 16.3
|
Bull
| 11.2
| 4.47
| 3.1
| 88
| 85
| 86
| 45
| false
|
Buy
|
Add to core equity +1%
| 34
| -2
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 99
| -27
| 66
| 4
| false
|
Within IPS guidelines
|
P8661
|
Hands-off
|
Roth
|
USD
|
2025-08-03
| 282,989
| 16,735
| 266,254
| 1
| 65.8
| 19.2
| 6
| 9
|
BRK.B:17.4%;VNQ:15.6%;AMZN:22.3%;IEF:22.3%;TSLA:22.3%
|
US:59.1;EU:6.1;APAC:16.2;EM:14.0;Other:4.6
|
Value:+0.4;Growth:-0.5;Quality:+0.9;Size:+0.2;Momentum:+0.8;LowVol:+0.6
|
MaxPos7%;NoDerivatives
| 10
| 30
| 5.5
|
trailing 10%
| 102
| 17.1
|
Volatile
| 27.7
| 3.68
| 3.1
| 155
| 34
| 66
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| -17
|
BrokerD
|
LMT
| 95
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -49
| -21
| 77
| 3
| false
|
Tax-aware sells next window
|
P8662
|
Cautious
|
IRA
|
USD
|
2024-12-20
| 417,698
| 36,720
| 380,978
| 1
| 38.5
| 31.3
| 15.4
| 14.7
|
MSFT:17.6%;AMZN:21.7%;BND:17.2%;XLF:21.7%;VTI:21.7%
|
US:69.2;EU:7.1;APAC:9.6;EM:11.1;Other:3.0
|
Value:+0.8;Growth:+0.3;Quality:-0.7;Size:-0.9;Momentum:+0.6;LowVol:+0.7
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 5
| 30
| 5.8
|
trailing 8%
| 155
| 19.7
|
Bull
| 13.9
| 3.78
| 2.3
| 115
| 19
| 46
| 27
| false
|
Sell
|
Trim extended winner -1%
| 8
| -13
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| -17
| 0
| -16
| 4
| false
|
Within IPS guidelines
|
P8663
|
Active
|
IRA
|
USD
|
2025-04-20
| 1,940,712
| 220,437
| 1,720,275
| 1.17
| 62.6
| 29
| 1.6
| 6.8
|
BRK.B:27.4%;XLF:23.5%;AMZN:27.4%;HYG:21.7%
|
US:66.1;EU:16.2;APAC:12.8;EM:4.1;Other:0.7
|
Value:+0.8;Growth:+0.7;Quality:+0.3;Size:-0.4;Momentum:-0.6;LowVol:+0.1
|
NoDerivatives
| 8
| 25
| 4.5
|
hard 12%
| 171
| 19.5
|
Volatile
| 26.3
| 4.96
| 2.2
| 170
| 61
| 84
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -38
|
BrokerB
|
LMT
| 91
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 23
| 7
| 128
| 3
| false
|
Tax-aware sells next window
|
P8664
|
Systematic
|
Trust
|
USD
|
2025-03-10
| 900,399
| 63,413
| 836,986
| 1
| 55.4
| 24.3
| 14.2
| 6
|
VTI:33.3%;XLF:33.3%;AAPL:33.3%
|
US:63.9;EU:15.8;APAC:11.7;EM:6.8;Other:1.9
|
Value:+0.4;Growth:+0.3;Quality:-0.4;Size:+0.4;Momentum:+0.1;LowVol:+0.1
| null | 7
| 30
| 4.2
|
trailing 8%
| 184
| 24.3
|
Bear
| 31.7
| 3.47
| 1
| 204
| -96
| 5
| 82
| true
|
Rebalance
|
Rebalance back to target bands
| 13
| -18
|
BrokerB
|
LMT
| 85
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 6
| -54
| -29
| 3
| false
|
Increase defensive factor exposure
|
P8665
|
Cautious
|
Trust
|
USD
|
2025-02-24
| 672,548
| 56,219
| 616,329
| 1
| 46.3
| 39
| 0
| 14.8
|
VTI:34.0%;TSLA:32.0%;GLD:34.0%
|
US:62.9;EU:19.6;APAC:8.0;EM:5.4;Other:4.1
|
Value:+0.6;Growth:-0.5;Quality:0.0;Size:+0.6;Momentum:-0.4;LowVol:+0.4
|
ESGOnly;NoMargin
| 6
| 30
| 4.5
|
trailing 10%
| 152
| 18.7
|
Sideways
| 18.5
| 3.75
| 2.4
| 125
| 48
| 67
| 48
| false
|
NoAction
|
Within bands; monitor
| 10
| 10
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| 86
| 14
| 204
| 4
| false
|
Tighten stops on momentum names
|
P8666
|
Systematic
|
401k
|
USD
|
2024-08-20
| 1,050,901
| 83,694
| 967,207
| 1
| 60.1
| 28.5
| 4.9
| 6.5
|
MUB:11.6%;IEF:8.8%;QQQ:23.7%;GLD:16.8%;VOO:23.7%;VNQ:15.5%
|
US:61.3;EU:15.3;APAC:14.9;EM:3.4;Other:5.1
|
Value:+0.1;Growth:+0.5;Quality:+0.8;Size:-0.5;Momentum:-0.0;LowVol:+0.2
|
MaxPos5%
| 7
| 35
| 4.2
|
trailing 8%
| 204
| 20.5
|
Bear
| 29.6
| 4.33
| 1.4
| 135
| 39
| 75
| 70
| true
|
Rebalance
|
Rebalance back to target bands
| 29
| 7
|
BrokerB
|
LMT
| 100
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 51
| -44
| 100
| 3
| false
|
Increase defensive factor exposure
|
P8667
|
Cautious
|
Taxable
|
USD
|
2025-12-15
| 385,323
| 31,988
| 353,335
| 1
| 44
| 41.9
| 0
| 14.2
|
MUB:18.2%;VTI:20.9%;VOO:20.9%;TSLA:17.9%;IEF:15.4%;BND:6.6%
|
US:69.0;EU:15.8;APAC:7.7;EM:6.5;Other:1.0
|
Value:+1.0;Growth:0.0;Quality:-0.5;Size:-0.1;Momentum:+1.0;LowVol:+0.4
|
ESGOnly;MaxPos8%;NoMargin
| 5
| 35
| 5.6
|
trailing 8%
| 166
| 14.6
|
Volatile
| 31.8
| 4.68
| 2.6
| 157
| -51
| 25
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 25
| -2
|
BrokerB
|
VWAP
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 101
| 2
| 105
| 3
| true
|
Increase defensive factor exposure
|
P8668
|
Hands-off
|
401k
|
USD
|
2025-12-08
| 649,448
| 32,077
| 617,371
| 1
| 68.8
| 23.1
| 0
| 8.1
|
BND:19.9%;AMZN:20.7%;AAPL:10.9%;QQQ:12.3%;MSFT:15.5%;TLT:20.7%
|
US:57.5;EU:18.2;APAC:12.7;EM:9.7;Other:1.9
|
Value:-0.4;Growth:+0.8;Quality:+0.8;Size:+0.3;Momentum:-0.2;LowVol:0.0
|
ESGOnly;MaxPos6%;NoDerivatives
| 7
| 25
| 5.5
|
hard 10%
| 144
| 19.8
|
Sideways
| 19.3
| 4.84
| 3.2
| 120
| 25
| 52
| 63
| false
|
NoAction
|
Within bands; monitor
| 23
| -30
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 75
| -58
| 63
| 5
| false
|
Tighten stops on momentum names
|
P8669
|
Active
|
Trust
|
USD
|
2024-08-18
| 2,034,021
| 243,680
| 1,790,341
| 1.13
| 52.1
| 31.7
| 9.1
| 7.1
|
TLT:10.4%;VNQ:25.2%;TSLA:25.0%;BRK.B:25.2%;BND:14.3%
|
US:63.2;EU:20.1;APAC:11.0;EM:5.5;Other:0.2
|
Value:+0.7;Growth:-0.5;Quality:-0.0;Size:-0.1;Momentum:+0.1;LowVol:+0.5
| null | 7
| 25
| 5.8
|
trailing 8%
| 138
| 24.6
|
Bull
| 15.1
| 4.98
| 3.4
| 116
| 109
| 91
| 40
| false
|
Buy
|
Add to core equity +1%
| 1
| -33
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 15
| 12
| 32
| 5
| false
|
Tighten stops on momentum names
|
P8670
|
Hands-off
|
Trust
|
USD
|
2025-08-26
| 629,659
| 42,544
| 587,115
| 1
| 58.4
| 28.1
| 4.3
| 9.1
|
VOO:33.3%;QQQ:33.3%;AMZN:33.3%
|
US:66.6;EU:15.1;APAC:6.4;EM:7.3;Other:4.5
|
Value:-0.7;Growth:-1.0;Quality:+0.7;Size:-0.2;Momentum:+0.8;LowVol:+0.5
|
NoDerivatives
| 8
| 25
| 4.1
|
hard 10%
| 159
| 18.7
|
Bull
| 16.1
| 4.42
| 2.6
| 95
| 63
| 66
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| 8
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 58
| 8
| 76
| 4
| false
|
Increase defensive factor exposure
|
P8671
|
Hands-off
|
Taxable
|
USD
|
2025-05-21
| 195,226
| 14,397
| 180,829
| 1
| 61.6
| 21.2
| 7.6
| 9.6
|
MSFT:12.1%;VNQ:17.3%;TSLA:20.4%;TLT:18.4%;MUB:18.0%;VOO:13.8%
|
US:69.2;EU:9.9;APAC:12.4;EM:6.1;Other:2.4
|
Value:+1.0;Growth:-0.4;Quality:+0.8;Size:+0.1;Momentum:+0.2;LowVol:-0.7
|
NoDerivatives
| 8
| 25
| 3.5
|
trailing 8%
| 131
| 18.1
|
Volatile
| 22
| 4.04
| 2.4
| 122
| 65
| 83
| 70
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -15
| 3
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| -24
| -1
| 69
| 3
| false
|
Tax-aware sells next window
|
P8672
|
Hands-off
|
Roth
|
USD
|
2024-07-19
| 656,075
| 32,534
| 623,541
| 1
| 56.7
| 19.5
| 15.6
| 8.2
|
BRK.B:25.1%;TSLA:25.1%;VTI:25.1%;QQQ:15.0%;AMZN:9.8%
|
US:71.2;EU:7.0;APAC:5.5;EM:11.3;Other:5.0
|
Value:-0.4;Growth:+0.2;Quality:+1.0;Size:-0.8;Momentum:+1.0;LowVol:+0.2
|
ESGOnly
| 10
| 30
| 5.6
|
trailing 8%
| 159
| 18.6
|
Volatile
| 22.6
| 4.81
| 3
| 146
| 73
| 72
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 19
| 13
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 83
| 9
| 87
| 4
| false
|
Monitor dispersion and breadth
|
P8673
|
Cautious
|
Trust
|
USD
|
2024-10-06
| 416,596
| 35,936
| 380,660
| 1
| 37.7
| 31.3
| 17.4
| 13.6
|
MUB:22.9%;HYG:25.7%;BRK.B:25.7%;VOO:25.7%
|
US:64.3;EU:19.3;APAC:7.0;EM:6.5;Other:2.9
|
Value:+0.5;Growth:+0.3;Quality:+0.4;Size:+0.3;Momentum:0.0;LowVol:-0.9
|
NoMargin
| 6
| 25
| 5.9
|
trailing 8%
| 139
| 12.6
|
Sideways
| 15.6
| 4.22
| 3.2
| 139
| 26
| 52
| 42
| false
|
NoAction
|
Within bands; monitor
| 34
| 14
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| 31
| -59
| 81
| 5
| false
|
Monitor dispersion and breadth
|
P8674
|
Hands-off
|
401k
|
USD
|
2024-12-11
| 749,526
| 50,403
| 699,123
| 1
| 62.3
| 22.1
| 9.9
| 5.7
|
VTI:22.4%;QQQ:12.0%;AAPL:16.4%;MUB:14.6%;TLT:12.1%;MSFT:22.4%
|
US:66.1;EU:16.4;APAC:10.4;EM:7.1;Other:0.1
|
Value:-0.4;Growth:+0.8;Quality:-0.2;Size:-0.1;Momentum:+0.4;LowVol:-0.7
|
ESGOnly;MaxPos6%
| 10
| 35
| 3.3
|
trailing 10%
| 148
| 17.7
|
Bull
| 13
| 4.43
| 2.5
| 118
| 2
| 62
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -17
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 63
| -9
| 86
| 3
| false
|
Increase defensive factor exposure
|
P8675
|
Cautious
|
IRA
|
USD
|
2025-06-01
| 359,070
| 30,207
| 328,863
| 1
| 44.9
| 38.5
| 0
| 16.6
|
AMZN:33.3%;IEF:33.3%;HYG:33.3%
|
US:68.7;EU:12.1;APAC:10.4;EM:8.7;Other:0.1
|
Value:-0.0;Growth:-0.3;Quality:-0.7;Size:+0.7;Momentum:-0.5;LowVol:+0.1
|
MaxPos7%;NoDerivatives;NoMargin
| 6
| 35
| 5.3
|
hard 10%
| 154
| 12.4
|
Sideways
| 14.3
| 4.27
| 3.4
| 140
| 4
| 38
| 33
| false
|
Buy
|
Add to core equity +1%
| 23
| 7
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| -59
| -58
| -30
| 4
| false
|
Tax-aware sells next window
|
P8676
|
Hands-off
|
Taxable
|
USD
|
2024-09-17
| 363,621
| 33,463
| 330,158
| 1
| 56.5
| 29.4
| 5.3
| 8.9
|
IEF:15.3%;QQQ:28.2%;AAPL:28.2%;MUB:28.2%
|
US:69.5;EU:12.4;APAC:6.5;EM:7.4;Other:4.2
|
Value:+0.8;Growth:-0.9;Quality:+0.8;Size:+0.5;Momentum:-0.6;LowVol:+0.1
|
MaxPos8%;NoDerivatives
| 7
| 35
| 3.4
|
trailing 10%
| 160
| 12.7
|
Bull
| 14.5
| 3.98
| 2.4
| 70
| 109
| 100
| 33
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -27
|
BrokerB
|
MKT
| 95
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 95
| -33
| 107
| 3
| false
|
Tax-aware sells next window
|
P8677
|
Systematic
|
Roth
|
USD
|
2025-07-27
| 941,446
| 57,049
| 884,397
| 1
| 57.5
| 25.6
| 8.9
| 8.1
|
TLT:21.2%;QQQ:15.7%;MUB:24.3%;HYG:14.6%;MSFT:24.3%
|
US:66.5;EU:16.0;APAC:9.9;EM:5.7;Other:1.9
|
Value:-0.9;Growth:+0.3;Quality:+0.9;Size:0.0;Momentum:-0.4;LowVol:-0.9
| null | 8
| 30
| 4.6
|
trailing 8%
| 225
| 18.8
|
Volatile
| 21
| 3.6
| 2.8
| 177
| 54
| 76
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| 12
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -39
| -16
| -8
| 4
| false
|
Increase defensive factor exposure
|
P8678
|
Systematic
|
Roth
|
USD
|
2025-12-04
| 1,068,482
| 98,874
| 969,608
| 1
| 58.9
| 30.8
| 1.3
| 8.9
|
VNQ:22.4%;HYG:17.1%;VOO:22.4%;MUB:15.5%;BND:22.4%
|
US:69.5;EU:14.2;APAC:10.8;EM:3.7;Other:1.9
|
Value:-0.1;Growth:+0.3;Quality:+1.0;Size:-0.6;Momentum:-0.5;LowVol:0.0
| null | 6
| 30
| 5.1
|
trailing 8%
| 227
| 19.2
|
Bull
| 14.7
| 4.17
| 3.3
| 88
| 89
| 79
| 44
| false
|
Sell
|
Trim extended winner -1%
| -12
| -20
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| 21
| -31
| 5
| 4
| false
|
Monitor dispersion and breadth
|
P8679
|
Cautious
|
Taxable
|
USD
|
2025-05-14
| 278,696
| 40,302
| 238,394
| 1
| 54.4
| 30.6
| 3.1
| 11.9
|
MUB:22.6%;BND:11.0%;TLT:24.0%;BRK.B:18.5%;IEF:24.0%
|
US:75.2;EU:13.6;APAC:5.9;EM:4.0;Other:1.3
|
Value:+0.7;Growth:+0.3;Quality:+1.0;Size:+0.6;Momentum:+0.8;LowVol:+0.1
|
ESGOnly;MaxPos6%;NoMargin
| 5
| 25
| 3.6
|
hard 10%
| 99
| 13.5
|
Sideways
| 19.9
| 4.28
| 2.3
| 104
| 59
| 89
| 58
| false
|
NoAction
|
Within bands; monitor
| 30
| 1
|
BrokerB
|
VWAP
| 94
| null | null |
Normal monitoring
| -23
| 11
| 60
| 4
| false
|
Increase defensive factor exposure
|
P8680
|
Active
|
IRA
|
USD
|
2025-10-09
| 566,079
| 64,341
| 501,738
| 1
| 52.4
| 30.2
| 8.5
| 8.9
|
AMZN:18.5%;IEF:22.3%;MUB:16.5%;BND:22.3%;MSFT:20.4%
|
US:63.9;EU:18.5;APAC:7.1;EM:7.1;Other:3.4
|
Value:+0.9;Growth:+0.6;Quality:+0.4;Size:+0.3;Momentum:0.0;LowVol:-0.5
| null | 8
| 25
| 4.1
|
trailing 8%
| 229
| 17.3
|
Bull
| 16.1
| 3.75
| 2.8
| 93
| 20
| 52
| 50
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| -16
|
BrokerD
|
VWAP
| 87
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -12
| -5
| 29
| 3
| false
|
Tax-aware sells next window
|
P8681
|
Opportunistic
|
Roth
|
USD
|
2025-08-02
| 983,254
| 63,143
| 920,111
| 1
| 71.6
| 20.3
| 0
| 8.1
|
XLF:20.8%;VNQ:10.0%;MSFT:15.2%;BRK.B:20.8%;HYG:20.8%;VTI:12.3%
|
US:65.5;EU:16.5;APAC:8.2;EM:7.3;Other:2.4
|
Value:-0.1;Growth:+0.4;Quality:-0.8;Size:-0.4;Momentum:-0.9;LowVol:+0.6
|
MaxPos7%
| 8
| 25
| 6.7
|
trailing 7%
| 195
| 24.9
|
Volatile
| 31.7
| 4.42
| 4.2
| 130
| -45
| 38
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -21
|
BrokerA
|
MKT
| 95
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 47
| 9
| 144
| 3
| false
|
Within IPS guidelines
|
P8682
|
Hands-off
|
Roth
|
USD
|
2025-12-13
| 853,390
| 60,848
| 792,542
| 1
| 59.7
| 15.8
| 16.1
| 8.5
|
AAPL:33.3%;MSFT:33.3%;VNQ:33.3%
|
US:62.6;EU:17.1;APAC:8.1;EM:6.5;Other:5.8
|
Value:-0.4;Growth:+0.2;Quality:-0.0;Size:+0.2;Momentum:+1.0;LowVol:-1.0
|
ESGOnly;NoDerivatives
| 7
| 30
| 3
|
trailing 8%
| 140
| 19.9
|
Bull
| 14.3
| 4.42
| 2.6
| 101
| 11
| 63
| 48
| false
|
NoAction
|
Within bands; monitor
| 20
| -13
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -18
| -9
| 51
| 4
| false
|
Tax-aware sells next window
|
P8683
|
Hands-off
|
401k
|
USD
|
2025-04-11
| 672,177
| 46,350
| 625,827
| 1
| 71.4
| 16.5
| 6.6
| 5.4
|
IEF:33.3%;VOO:33.3%;TSLA:33.3%
|
US:65.9;EU:16.1;APAC:7.2;EM:7.6;Other:3.3
|
Value:-0.2;Growth:+0.7;Quality:-0.4;Size:-0.8;Momentum:+0.7;LowVol:+0.4
|
ESGOnly;NoDerivatives
| 10
| 25
| 5.4
|
trailing 10%
| 109
| 19.7
|
Volatile
| 29.1
| 4.05
| 3.7
| 171
| 69
| 73
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 1
| -22
|
BrokerC
|
VWAP
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 54
| -7
| 60
| 4
| false
|
Monitor dispersion and breadth
|
P8684
|
Active
|
Taxable
|
USD
|
2025-09-08
| 862,815
| 100,944
| 761,871
| 1
| 66.5
| 20.6
| 5.1
| 7.8
|
BRK.B:21.6%;MUB:15.6%;MSFT:21.6%;QQQ:21.6%;IEF:19.6%
|
US:73.4;EU:6.9;APAC:8.0;EM:9.6;Other:2.1
|
Value:-0.5;Growth:+0.8;Quality:+0.8;Size:+0.1;Momentum:+0.6;LowVol:-0.8
|
MaxPos6%;NoDerivatives
| 5
| 30
| 5.3
|
trailing 8%
| 124
| 19.6
|
Volatile
| 29.7
| 4.02
| 4
| 177
| 46
| 60
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 32
| -29
|
BrokerC
|
MKT
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 61
| -47
| 165
| 4
| false
|
Monitor dispersion and breadth
|
P8685
|
Hands-off
|
Roth
|
USD
|
2025-07-24
| 677,296
| 44,524
| 632,772
| 1
| 66.1
| 25.6
| 0
| 8.3
|
HYG:24.1%;AAPL:16.1%;VTI:24.1%;MUB:14.0%;BRK.B:21.5%
|
US:67.7;EU:7.7;APAC:14.8;EM:8.3;Other:1.4
|
Value:-0.9;Growth:-1.0;Quality:-1.0;Size:+0.4;Momentum:-0.2;LowVol:+0.6
|
MaxPos5%;NoDerivatives
| 8
| 25
| 4.8
|
hard 10%
| 96
| 17.9
|
Bull
| 14.7
| 4.9
| 2.6
| 102
| 75
| 95
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| -10
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 7
| -42
| 72
| 3
| false
|
Within IPS guidelines
|
P8686
|
Cautious
|
Roth
|
USD
|
2025-07-18
| 765,631
| 121,619
| 644,012
| 1
| 43.6
| 32.8
| 7.9
| 15.7
|
TSLA:15.6%;AAPL:22.1%;QQQ:10.0%;BND:10.7%;VTI:22.1%;VOO:19.4%
|
US:59.6;EU:19.6;APAC:9.7;EM:5.7;Other:5.4
|
Value:+0.6;Growth:+0.9;Quality:-0.6;Size:+0.7;Momentum:-1.0;LowVol:-0.0
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 25
| 5.5
|
trailing 10%
| 116
| 14
|
Bull
| 13.3
| 4.63
| 3.3
| 94
| 119
| 100
| 31
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 24
| -26
|
BrokerD
|
MKT
| 93
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 63
| -33
| 97
| 4
| false
|
Monitor dispersion and breadth
|
P8687
|
Active
|
Taxable
|
USD
|
2025-10-20
| 2,109,414
| 146,084
| 1,963,330
| 1
| 61.8
| 29.7
| 0
| 8.5
|
QQQ:35.5%;GLD:28.9%;AMZN:35.5%
|
US:58.9;EU:20.9;APAC:11.5;EM:7.7;Other:1.0
|
Value:+0.1;Growth:+0.5;Quality:-0.2;Size:-0.5;Momentum:-0.9;LowVol:-0.7
|
MaxPos6%
| 7
| 35
| 4.1
|
trailing 8%
| 121
| 18
|
Volatile
| 26.9
| 4.8
| 2.9
| 119
| -8
| 55
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -33
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 84
| -17
| 198
| 3
| false
|
Monitor dispersion and breadth
|
P8688
|
Cautious
|
IRA
|
USD
|
2025-07-13
| 434,073
| 52,727
| 381,346
| 1
| 52.9
| 34.8
| 1.1
| 11.3
|
VOO:25.0%;QQQ:25.0%;XLF:25.0%;GLD:25.0%
|
US:62.0;EU:15.4;APAC:12.9;EM:9.2;Other:0.6
|
Value:+0.7;Growth:+0.4;Quality:-0.6;Size:+0.9;Momentum:-0.9;LowVol:+0.3
|
MaxPos5%;NoMargin
| 5
| 25
| 3.3
|
trailing 10%
| 156
| 18.5
|
Bull
| 11.3
| 4.39
| 3.5
| 71
| 55
| 90
| 36
| false
|
Sell
|
Trim extended winner -1%
| -1
| -12
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -42
| 15
| 84
| 5
| false
|
Tighten stops on momentum names
|
P8689
|
Active
|
Roth
|
USD
|
2025-03-25
| 1,055,319
| 116,132
| 939,187
| 1.13
| 54.5
| 29.3
| 8.9
| 7.2
|
VTI:26.1%;VOO:26.1%;AMZN:13.7%;BRK.B:12.8%;GLD:21.2%
|
US:70.0;EU:14.6;APAC:11.7;EM:3.3;Other:0.4
|
Value:+0.9;Growth:-0.6;Quality:+0.7;Size:-0.8;Momentum:+0.5;LowVol:+0.7
|
MaxPos8%;NoDerivatives
| 8
| 35
| 5.6
|
trailing 9%
| 208
| 22.9
|
Volatile
| 23.4
| 4.91
| 3.1
| 141
| 60
| 81
| 64
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| -40
|
BrokerD
|
MKT
| 92
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 87
| -21
| 124
| 3
| false
|
Tighten stops on momentum names
|
P8690
|
Hands-off
|
IRA
|
USD
|
2025-02-08
| 515,735
| 48,023
| 467,712
| 1
| 74.8
| 19.7
| 0
| 5.6
|
XLF:25.0%;MUB:25.0%;VOO:25.0%;AAPL:25.0%
|
US:56.5;EU:17.2;APAC:14.1;EM:8.5;Other:3.7
|
Value:+0.9;Growth:-0.8;Quality:-0.6;Size:+0.6;Momentum:+0.8;LowVol:-0.5
|
ESGOnly;MaxPos8%;NoDerivatives
| 8
| 35
| 5.6
|
trailing 8%
| 99
| 16.1
|
Bull
| 17.2
| 4.24
| 2.6
| 81
| 34
| 77
| 58
| false
|
Sell
|
Trim extended winner -1%
| -6
| -39
|
BrokerD
|
VWAP
| 99
| null | null |
Normal monitoring
| -14
| -43
| 85
| 3
| false
|
Tax-aware sells next window
|
P8691
|
Active
|
Trust
|
USD
|
2025-09-27
| 1,240,769
| 146,390
| 1,094,379
| 1
| 50.9
| 24.4
| 17.3
| 7.4
|
MUB:32.5%;MSFT:33.7%;BND:33.7%
|
US:68.3;EU:10.6;APAC:8.8;EM:7.9;Other:4.5
|
Value:+0.3;Growth:-0.6;Quality:-0.5;Size:-0.7;Momentum:-0.0;LowVol:+0.6
|
MaxPos7%;NoDerivatives
| 6
| 30
| 4.4
|
trailing 8%
| 177
| 21.1
|
Volatile
| 27.9
| 3.72
| 3.1
| 174
| -20
| 55
| 59
| false
|
Sell
|
Trim extended winner -1%
| 30
| -6
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 115
| -19
| 136
| 5
| false
|
Tighten stops on momentum names
|
P8692
|
Cautious
|
IRA
|
USD
|
2025-07-21
| 782,932
| 78,321
| 704,611
| 1
| 43.6
| 33.8
| 7.4
| 15.2
|
XLF:21.2%;BRK.B:9.8%;MUB:17.9%;TLT:18.1%;GLD:11.8%;VTI:21.2%
|
US:68.8;EU:11.9;APAC:8.2;EM:7.3;Other:3.8
|
Value:+0.9;Growth:+0.8;Quality:-0.9;Size:-0.2;Momentum:-0.4;LowVol:+0.7
|
MaxPos5%;NoMargin
| 5
| 35
| 3.6
|
trailing 8%
| 161
| 14.6
|
Bear
| 27.6
| 3.7
| 1.1
| 155
| -54
| 35
| 55
| false
|
Sell
|
Trim extended winner -1%
| 17
| 15
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| 48
| -1
| 70
| 3
| false
|
Within IPS guidelines
|
P8693
|
Active
|
Roth
|
USD
|
2024-07-05
| 842,402
| 57,380
| 785,022
| 1
| 52.2
| 23.8
| 14.1
| 9.9
|
VNQ:21.7%;VTI:13.2%;VOO:21.7%;TSLA:21.7%;BND:21.7%
|
US:68.4;EU:16.8;APAC:9.2;EM:5.4;Other:0.2
|
Value:-0.3;Growth:-0.9;Quality:+0.7;Size:+0.7;Momentum:+0.8;LowVol:-0.7
|
NoDerivatives
| 10
| 25
| 4.2
|
trailing 9%
| 223
| 27.6
|
Bull
| 17.9
| 4.08
| 2.2
| 87
| 54
| 81
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -6
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| -2
| -5
| 134
| 4
| false
|
Tax-aware sells next window
|
P8694
|
Hands-off
|
Trust
|
USD
|
2024-07-07
| 571,676
| 28,022
| 543,654
| 1
| 67
| 26.2
| 0
| 6.8
|
BRK.B:16.8%;MSFT:21.3%;VTI:21.3%;IEF:12.6%;VOO:9.9%;QQQ:18.2%
|
US:62.7;EU:18.5;APAC:10.7;EM:7.1;Other:0.9
|
Value:0.0;Growth:0.0;Quality:-0.4;Size:-0.5;Momentum:+0.6;LowVol:-0.7
|
NoDerivatives
| 8
| 30
| 3.9
|
trailing 8%
| 140
| 17.4
|
Bear
| 33.8
| 3.9
| 1.6
| 217
| -97
| 5
| 89
| true
|
Hedge
|
Buy index puts 1% notional
| 29
| -18
|
BrokerB
|
MKT
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 97
| -17
| 236
| 5
| false
|
Monitor dispersion and breadth
|
P8695
|
Systematic
|
Roth
|
USD
|
2024-11-02
| 501,083
| 45,365
| 455,718
| 1
| 59.3
| 24.2
| 9
| 7.5
|
BRK.B:21.4%;TSLA:26.2%;XLF:26.2%;QQQ:26.2%
|
US:68.3;EU:16.1;APAC:7.1;EM:8.4;Other:0.0
|
Value:+0.5;Growth:-0.7;Quality:+0.5;Size:+0.3;Momentum:+0.7;LowVol:-0.8
| null | 8
| 25
| 5.6
|
trailing 8%
| 152
| 22.6
|
Bear
| 33.9
| 3.36
| 1.2
| 199
| -89
| 5
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| 15
|
BrokerB
|
LMT
| 100
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -15
| -34
| -1
| 3
| false
|
Increase defensive factor exposure
|
P8696
|
Opportunistic
|
Taxable
|
USD
|
2025-11-13
| 1,175,531
| 88,783
| 1,086,748
| 1
| 66
| 20.5
| 6.3
| 7.2
|
BRK.B:33.3%;GLD:33.3%;MUB:33.3%
|
US:66.2;EU:12.0;APAC:11.8;EM:6.7;Other:3.2
|
Value:-0.9;Growth:-0.4;Quality:+0.8;Size:+0.1;Momentum:+0.8;LowVol:-0.3
|
NoDerivatives
| 10
| 35
| 6.4
|
hard 12%
| 160
| 30.6
|
Bear
| 26.1
| 4.19
| 2.8
| 168
| -56
| 31
| 70
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 7
| -16
|
BrokerA
|
LMT
| 92
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 34
| -46
| 100
| 2
| false
|
Tighten stops on momentum names
|
P8697
|
Opportunistic
|
IRA
|
USD
|
2025-09-06
| 897,014
| 42,343
| 854,671
| 1
| 72
| 15.8
| 7.3
| 5
|
XLF:29.4%;HYG:25.4%;BRK.B:29.4%;MUB:15.8%
|
US:65.4;EU:9.5;APAC:9.8;EM:10.7;Other:4.6
|
Value:+0.9;Growth:-0.8;Quality:-0.9;Size:-0.8;Momentum:-0.9;LowVol:-0.3
| null | 5
| 30
| 5.8
|
trailing 9%
| 222
| 30
|
Volatile
| 27.7
| 4.97
| 3.3
| 152
| -22
| 52
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 27
| -23
|
BrokerD
|
MKT
| 98
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -47
| -16
| 34
| 4
| false
|
Tighten stops on momentum names
|
P8698
|
Opportunistic
|
Taxable
|
USD
|
2024-10-16
| 1,114,156
| 67,223
| 1,046,933
| 1
| 72.9
| 18.5
| 0
| 8.7
|
XLF:24.4%;GLD:24.4%;BND:24.4%;QQQ:16.5%;VOO:10.2%
|
US:59.1;EU:14.7;APAC:9.5;EM:11.6;Other:5.2
|
Value:-0.1;Growth:-0.2;Quality:-0.1;Size:-0.8;Momentum:+0.9;LowVol:-0.1
|
MaxPos8%;NoDerivatives
| 8
| 25
| 6.4
|
trailing 7%
| 169
| 30.3
|
Volatile
| 30.3
| 4.13
| 4.2
| 177
| 26
| 67
| 94
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| 7
|
BrokerB
|
VWAP
| 92
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -5
| 11
| -37
| 5
| false
|
Within IPS guidelines
|
P8699
|
Hands-off
|
Trust
|
USD
|
2024-12-25
| 477,198
| 41,997
| 435,201
| 1
| 60.6
| 15
| 18.3
| 6.1
|
XLF:33.3%;IEF:33.3%;MSFT:33.3%
|
US:63.3;EU:12.6;APAC:9.1;EM:10.6;Other:4.4
|
Value:+0.6;Growth:+0.9;Quality:+0.2;Size:+0.6;Momentum:-0.9;LowVol:+0.9
|
MaxPos6%
| 8
| 25
| 3.2
|
hard 10%
| 122
| 18.8
|
Volatile
| 20.1
| 5.48
| 3.3
| 117
| 38
| 68
| 50
| false
|
Buy
|
Add to core equity +1%
| 4
| 6
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| -4
| 19
| -43
| 3
| false
|
Tighten stops on momentum names
|
P8700
|
Hands-off
|
401k
|
USD
|
2025-10-08
| 330,495
| 18,591
| 311,904
| 1
| 63.6
| 19.9
| 9.1
| 7.3
|
VTI:22.4%;IEF:18.6%;AMZN:22.4%;GLD:17.0%;HYG:9.3%;MUB:10.4%
|
US:63.4;EU:17.5;APAC:10.8;EM:3.6;Other:4.7
|
Value:-0.1;Growth:+0.1;Quality:-0.7;Size:+1.0;Momentum:+0.3;LowVol:0.0
|
MaxPos5%
| 6
| 35
| 5.2
|
trailing 8%
| 101
| 18.8
|
Sideways
| 14.6
| 4.93
| 2.2
| 98
| 50
| 71
| 50
| false
|
Buy
|
Add to core equity +1%
| 10
| -34
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| -53
| 8
| 51
| 5
| false
|
Within IPS guidelines
|
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