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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8901
|
Systematic
|
IRA
|
USD
|
2024-10-27
| 430,435
| 35,597
| 394,838
| 1
| 59.7
| 33.4
| 0.6
| 6.2
|
BRK.B:25.0%;VOO:25.0%;QQQ:25.0%;HYG:25.0%
|
US:74.6;EU:12.5;APAC:6.5;EM:3.9;Other:2.6
|
Value:-0.7;Growth:+1.0;Quality:-0.1;Size:0.0;Momentum:-1.0;LowVol:-0.0
|
MaxPos5%
| 6
| 25
| 5.7
|
trailing 8%
| 177
| 22.5
|
Bull
| 11.6
| 3.79
| 2
| 112
| 116
| 100
| 31
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 33
| -19
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 6
| 4
| -15
| 4
| false
|
Increase defensive factor exposure
|
P8902
|
Systematic
|
401k
|
USD
|
2024-11-20
| 1,232,040
| 118,111
| 1,113,929
| 1
| 60.2
| 30.7
| 0
| 9.1
|
TSLA:22.4%;BRK.B:22.4%;QQQ:14.0%;HYG:21.2%;MSFT:19.9%
|
US:61.4;EU:15.6;APAC:11.7;EM:7.2;Other:4.0
|
Value:-0.1;Growth:-0.3;Quality:+0.1;Size:+0.2;Momentum:+1.0;LowVol:-0.2
|
MaxPos5%
| 5
| 35
| 5.6
|
trailing 9%
| 172
| 17.2
|
Volatile
| 25.6
| 4.77
| 2.6
| 140
| -2
| 52
| 64
| false
|
Buy
|
Add to core equity +1%
| -3
| 3
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| 75
| -2
| 101
| 5
| false
|
Tax-aware sells next window
|
P8903
|
Opportunistic
|
IRA
|
USD
|
2024-10-02
| 899,836
| 79,247
| 820,589
| 1
| 77.4
| 10.9
| 6.4
| 5.4
|
TSLA:33.3%;AMZN:33.3%;IEF:33.3%
|
US:67.7;EU:12.8;APAC:7.9;EM:9.0;Other:2.7
|
Value:-0.4;Growth:-0.6;Quality:+0.6;Size:-0.6;Momentum:+0.6;LowVol:-0.3
| null | 8
| 35
| 4.4
|
hard 12%
| 257
| 23.6
|
Bull
| 11.7
| 4.02
| 2.2
| 74
| 7
| 42
| 48
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 30
| -5
|
BrokerD
|
MKT
| 87
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -44
| 9
| 5
| 5
| false
|
Tighten stops on momentum names
|
P8904
|
Opportunistic
|
IRA
|
USD
|
2024-07-08
| 656,296
| 32,359
| 623,937
| 1.22
| 76.7
| 14.8
| 0
| 8.5
|
MSFT:28.2%;TLT:28.2%;QQQ:24.0%;VNQ:19.5%
|
US:62.6;EU:14.9;APAC:11.4;EM:7.1;Other:4.0
|
Value:+0.3;Growth:-0.6;Quality:+0.1;Size:-0.7;Momentum:-0.4;LowVol:-0.3
| null | 8
| 30
| 5.7
|
trailing 9%
| 233
| 23.3
|
Bull
| 14.1
| 4.33
| 2.7
| 101
| 87
| 95
| 49
| false
|
Buy
|
Add to core equity +1%
| -12
| -2
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 71
| -36
| 145
| 4
| false
|
Increase defensive factor exposure
|
P8905
|
Hands-off
|
Trust
|
USD
|
2025-01-30
| 163,615
| 9,678
| 153,937
| 1
| 67.4
| 27.3
| 0
| 5.2
|
VTI:19.1%;MSFT:9.6%;BND:20.7%;HYG:20.7%;AMZN:19.6%;MUB:10.3%
|
US:62.3;EU:16.6;APAC:7.3;EM:10.1;Other:3.6
|
Value:+0.4;Growth:-0.5;Quality:-0.4;Size:+0.4;Momentum:+0.5;LowVol:+0.7
| null | 5
| 35
| 5.2
|
trailing 8%
| 162
| 15.8
|
Bull
| 16.9
| 3.76
| 3.3
| 71
| 103
| 100
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| 6
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 89
| -2
| 150
| 4
| false
|
Increase defensive factor exposure
|
P8906
|
Systematic
|
Taxable
|
USD
|
2025-04-25
| 1,823,293
| 149,485
| 1,673,808
| 1
| 62.6
| 29.2
| 0
| 8.2
|
MSFT:18.7%;VNQ:18.9%;BRK.B:17.9%;XLF:15.6%;TSLA:14.5%;HYG:14.4%
|
US:62.9;EU:16.2;APAC:10.6;EM:8.0;Other:2.3
|
Value:0.0;Growth:+0.4;Quality:+0.7;Size:+0.7;Momentum:-0.1;LowVol:+0.1
|
MaxPos8%
| 10
| 25
| 5.6
|
trailing 8%
| 122
| 23.1
|
Sideways
| 19
| 3.65
| 2
| 127
| -25
| 30
| 61
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| -21
|
BrokerA
|
VWAP
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -42
| -3
| 17
| 5
| false
|
Tax-aware sells next window
|
P8907
|
Active
|
Taxable
|
USD
|
2024-12-21
| 1,160,934
| 72,900
| 1,088,034
| 1.1
| 62.8
| 29.4
| 2.5
| 5.3
|
IEF:21.5%;XLF:26.2%;HYG:26.2%;TLT:26.2%
|
US:62.1;EU:15.1;APAC:8.6;EM:9.7;Other:4.5
|
Value:-0.7;Growth:-0.3;Quality:+0.8;Size:-0.6;Momentum:-0.3;LowVol:-0.7
| null | 10
| 35
| 5
|
hard 12%
| 168
| 23.7
|
Bull
| 12.9
| 3.67
| 2.5
| 120
| 17
| 63
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -16
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 81
| 17
| 155
| 5
| false
|
Monitor dispersion and breadth
|
P8908
|
Cautious
|
Trust
|
USD
|
2025-09-22
| 216,891
| 20,108
| 196,783
| 1
| 40.7
| 37.7
| 8.3
| 13.2
|
TLT:18.0%;AAPL:24.2%;MUB:9.6%;BRK.B:24.2%;AMZN:24.2%
|
US:63.9;EU:18.0;APAC:13.0;EM:3.7;Other:1.4
|
Value:+0.8;Growth:-0.7;Quality:-0.4;Size:+0.9;Momentum:+0.4;LowVol:-0.6
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 6
| 35
| 4
|
hard 10%
| 104
| 12.4
|
Volatile
| 23.3
| 3.96
| 2.2
| 159
| -54
| 11
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| 0
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 106
| -50
| 194
| 5
| false
|
Tighten stops on momentum names
|
P8909
|
Hands-off
|
Taxable
|
USD
|
2024-08-30
| 594,831
| 42,976
| 551,855
| 1
| 65.3
| 27.6
| 0
| 7
|
QQQ:14.0%;MSFT:16.9%;AMZN:15.3%;BRK.B:12.8%;GLD:20.8%;TSLA:20.3%
|
US:61.0;EU:16.5;APAC:9.0;EM:11.1;Other:2.4
|
Value:+0.3;Growth:0.0;Quality:-0.4;Size:+0.8;Momentum:-0.4;LowVol:-0.6
|
MaxPos6%
| 7
| 30
| 4.1
|
trailing 8%
| 95
| 17.2
|
Bull
| 17.7
| 4.5
| 3
| 104
| 93
| 93
| 58
| false
|
Sell
|
Trim extended winner -1%
| -1
| -11
|
BrokerA
|
LMT
| 86
| null | null |
Normal monitoring
| -25
| -57
| 28
| 5
| false
|
Increase defensive factor exposure
|
P8910
|
Hands-off
|
Taxable
|
USD
|
2025-05-28
| 832,975
| 65,217
| 767,758
| 1
| 64
| 21.7
| 5.3
| 9
|
MUB:20.5%;MSFT:16.8%;IEF:10.1%;GLD:20.5%;TLT:13.7%;VNQ:18.5%
|
US:75.3;EU:8.8;APAC:11.6;EM:3.6;Other:0.8
|
Value:-0.0;Growth:-0.1;Quality:-0.3;Size:-0.3;Momentum:+0.6;LowVol:-0.3
|
ESGOnly
| 7
| 25
| 3.9
|
hard 10%
| 112
| 14.8
|
Sideways
| 17.5
| 4.98
| 2.2
| 119
| 47
| 87
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| -40
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| -47
| -48
| 6
| 3
| false
|
Within IPS guidelines
|
P8911
|
Opportunistic
|
Roth
|
USD
|
2025-10-01
| 357,927
| 12,844
| 345,083
| 1
| 75.4
| 20.6
| 0
| 4.1
|
TSLA:18.6%;VOO:15.3%;QQQ:17.1%;AAPL:7.3%;MSFT:20.9%;BND:20.9%
|
US:59.1;EU:18.2;APAC:11.4;EM:6.1;Other:5.2
|
Value:+0.7;Growth:-0.1;Quality:+0.2;Size:-0.6;Momentum:-0.0;LowVol:+0.4
| null | 6
| 25
| 6.2
|
hard 12%
| 220
| 34.4
|
Bull
| 14.6
| 3.65
| 2.5
| 96
| 56
| 83
| 59
| false
|
Sell
|
Trim extended winner -1%
| 14
| -14
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 7
| -5
| 6
| 5
| false
|
Increase defensive factor exposure
|
P8912
|
Hands-off
|
Roth
|
USD
|
2024-07-14
| 409,092
| 34,373
| 374,719
| 1
| 67.4
| 25.8
| 1.1
| 5.7
|
GLD:25.6%;VNQ:25.6%;QQQ:25.6%;TLT:23.3%
|
US:71.4;EU:9.2;APAC:11.1;EM:6.5;Other:1.8
|
Value:-0.6;Growth:+0.7;Quality:+0.7;Size:+0.5;Momentum:-0.6;LowVol:+0.9
| null | 8
| 30
| 4.8
|
trailing 8%
| 155
| 14.4
|
Bull
| 17
| 4.74
| 2.1
| 74
| 33
| 52
| 48
| false
|
Sell
|
Trim extended winner -1%
| 8
| -36
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| -36
| -42
| -42
| 4
| false
|
Within IPS guidelines
|
P8913
|
Cautious
|
401k
|
USD
|
2024-07-25
| 292,749
| 36,940
| 255,809
| 1
| 44.5
| 34.1
| 4.2
| 17.2
|
MUB:26.8%;HYG:26.8%;AMZN:26.8%;IEF:19.7%
|
US:69.4;EU:14.3;APAC:10.4;EM:3.7;Other:2.2
|
Value:-0.0;Growth:+0.5;Quality:-0.6;Size:-0.2;Momentum:+0.6;LowVol:+0.2
|
NoMargin
| 6
| 25
| 6
|
trailing 8%
| 160
| 14.9
|
Volatile
| 27.6
| 4.92
| 4.1
| 125
| 63
| 66
| 63
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 9
| -26
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 72
| 16
| 49
| 3
| false
|
Increase defensive factor exposure
|
P8914
|
Opportunistic
|
Trust
|
USD
|
2025-08-19
| 1,125,248
| 69,352
| 1,055,896
| 1.12
| 68.6
| 21.3
| 5.7
| 4.4
|
IEF:24.2%;TLT:11.6%;HYG:21.4%;MUB:18.7%;GLD:24.2%
|
US:60.8;EU:13.9;APAC:15.8;EM:8.3;Other:1.1
|
Value:-0.4;Growth:-0.3;Quality:-0.8;Size:+0.4;Momentum:-0.4;LowVol:+0.4
|
MaxPos7%
| 7
| 30
| 5.1
|
hard 12%
| 185
| 28.5
|
Sideways
| 14.4
| 4.72
| 2.8
| 131
| 41
| 72
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -9
|
BrokerA
|
VWAP
| 97
| null | null |
Normal monitoring
| 28
| -32
| 82
| 4
| false
|
Increase defensive factor exposure
|
P8915
|
Cautious
|
Roth
|
USD
|
2024-08-24
| 690,033
| 89,453
| 600,580
| 1
| 47.5
| 32.1
| 4
| 16.4
|
TSLA:22.8%;VOO:12.2%;TLT:19.4%;QQQ:22.8%;AAPL:22.8%
|
US:66.9;EU:17.5;APAC:5.7;EM:6.0;Other:3.9
|
Value:+0.6;Growth:+0.1;Quality:-0.9;Size:+0.8;Momentum:-0.5;LowVol:+0.6
|
ESGOnly;NoMargin
| 6
| 25
| 3.2
|
trailing 8%
| 134
| 13
|
Sideways
| 18.4
| 4.35
| 2.9
| 101
| 52
| 79
| 40
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -36
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 95
| -3
| 227
| 3
| false
|
Within IPS guidelines
|
P8916
|
Hands-off
|
Taxable
|
USD
|
2024-10-01
| 815,769
| 41,417
| 774,352
| 1
| 71
| 20.6
| 0
| 8.4
|
AMZN:33.3%;HYG:33.3%;AAPL:33.3%
|
US:69.1;EU:7.6;APAC:11.7;EM:9.5;Other:2.1
|
Value:-0.9;Growth:-0.3;Quality:+0.5;Size:-0.2;Momentum:+0.1;LowVol:-0.9
|
NoDerivatives
| 8
| 25
| 4.6
|
trailing 8%
| 138
| 16.5
|
Volatile
| 30.5
| 5.03
| 3
| 167
| -34
| 35
| 88
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 5
| 2
|
BrokerB
|
LMT
| 100
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 51
| 11
| 15
| 5
| false
|
Tighten stops on momentum names
|
P8917
|
Hands-off
|
Roth
|
USD
|
2025-10-30
| 697,340
| 52,330
| 645,010
| 1
| 69.4
| 21.8
| 0
| 8.8
|
XLF:22.8%;IEF:22.8%;MSFT:22.8%;AMZN:22.8%;MUB:8.8%
|
US:72.1;EU:6.1;APAC:10.0;EM:11.0;Other:0.7
|
Value:-0.3;Growth:+0.1;Quality:+1.0;Size:-0.3;Momentum:-0.1;LowVol:-0.4
| null | 10
| 30
| 5.3
|
trailing 10%
| 127
| 15.9
|
Bull
| 13.9
| 4.76
| 3.1
| 70
| 91
| 83
| 48
| false
|
Sell
|
Trim extended winner -1%
| 24
| -30
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 2
| 2
| 137
| 4
| false
|
Monitor dispersion and breadth
|
P8918
|
Systematic
|
IRA
|
USD
|
2025-10-21
| 470,505
| 26,770
| 443,735
| 1
| 63.5
| 31.5
| 0
| 5
|
VNQ:23.7%;GLD:26.7%;AMZN:23.0%;MUB:26.7%
|
US:61.2;EU:9.1;APAC:16.8;EM:11.9;Other:1.0
|
Value:-0.8;Growth:+0.3;Quality:+0.4;Size:-0.6;Momentum:+0.7;LowVol:-0.4
| null | 8
| 30
| 5.7
|
hard 12%
| 167
| 24.2
|
Bear
| 24.1
| 3.66
| 1.5
| 145
| -12
| 41
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -5
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| -43
| -57
| 77
| 3
| false
|
Increase defensive factor exposure
|
P8919
|
Hands-off
|
Trust
|
USD
|
2025-11-14
| 497,817
| 33,924
| 463,893
| 1
| 74.4
| 17.7
| 2.8
| 5.1
|
IEF:17.4%;VNQ:21.2%;TSLA:22.0%;BND:17.5%;MSFT:22.0%
|
US:65.0;EU:15.0;APAC:11.8;EM:4.9;Other:3.2
|
Value:+0.6;Growth:+0.7;Quality:+0.1;Size:+0.1;Momentum:-0.0;LowVol:+0.7
|
MaxPos8%;NoDerivatives
| 5
| 30
| 5.6
|
hard 10%
| 91
| 18
|
Bull
| 12.3
| 3.57
| 3.1
| 82
| 70
| 78
| 54
| false
|
Buy
|
Add to core equity +1%
| 1
| -15
|
BrokerB
|
VWAP
| 93
| null | null |
Normal monitoring
| 35
| -25
| 158
| 3
| false
|
Increase defensive factor exposure
|
P8920
|
Opportunistic
|
Roth
|
USD
|
2024-09-11
| 951,510
| 41,712
| 909,798
| 1.18
| 70.7
| 14
| 10.5
| 4.7
|
TSLA:22.9%;HYG:22.9%;VNQ:22.9%;TLT:11.4%;XLF:19.8%
|
US:54.4;EU:20.1;APAC:14.4;EM:9.0;Other:2.0
|
Value:-0.4;Growth:-0.9;Quality:-0.8;Size:-0.5;Momentum:0.0;LowVol:+0.1
| null | 7
| 30
| 5.9
|
trailing 9%
| 205
| 30.6
|
Volatile
| 31.4
| 3.51
| 2
| 178
| -38
| 34
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -7
| 13
|
BrokerD
|
MKT
| 92
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -60
| -6
| 24
| 3
| true
|
Increase defensive factor exposure
|
P8921
|
Opportunistic
|
IRA
|
USD
|
2025-04-19
| 1,249,097
| 53,120
| 1,195,977
| 1
| 73
| 15.7
| 4.7
| 6.7
|
MSFT:23.5%;TLT:16.5%;GLD:23.5%;VOO:13.0%;VTI:23.5%
|
US:64.3;EU:16.1;APAC:9.3;EM:10.2;Other:0.1
|
Value:+0.8;Growth:+0.1;Quality:+0.4;Size:-0.1;Momentum:-0.6;LowVol:+0.1
|
MaxPos7%;NoDerivatives
| 5
| 35
| 5.3
|
trailing 9%
| 189
| 22.5
|
Volatile
| 31.5
| 4.11
| 2.6
| 175
| -54
| 18
| 86
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| -14
|
BrokerD
|
MKT
| 97
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 113
| -47
| 101
| 5
| false
|
Tax-aware sells next window
|
P8922
|
Hands-off
|
401k
|
USD
|
2025-04-07
| 853,164
| 34,970
| 818,194
| 1
| 62.7
| 28.9
| 0
| 8.4
|
VNQ:25.9%;QQQ:25.9%;TSLA:22.3%;TLT:25.9%
|
US:68.6;EU:14.0;APAC:10.7;EM:5.4;Other:1.2
|
Value:+0.8;Growth:+0.2;Quality:+0.5;Size:-0.3;Momentum:+0.1;LowVol:+0.4
|
MaxPos6%
| 5
| 35
| 4.8
|
hard 10%
| 159
| 13.4
|
Volatile
| 26.1
| 4.65
| 3.2
| 138
| 16
| 57
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -22
|
BrokerB
|
MKT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 6
| -25
| 62
| 4
| false
|
Within IPS guidelines
|
P8923
|
Cautious
|
IRA
|
USD
|
2024-09-10
| 511,777
| 68,577
| 443,200
| 1
| 46.6
| 34.3
| 3.6
| 15.5
|
AMZN:33.3%;QQQ:33.3%;IEF:33.3%
|
US:61.1;EU:10.4;APAC:13.3;EM:12.7;Other:2.4
|
Value:+0.6;Growth:0.0;Quality:+0.6;Size:+0.2;Momentum:-0.4;LowVol:-0.0
|
NoMargin
| 5
| 25
| 5.2
|
trailing 10%
| 129
| 14.4
|
Bear
| 22.8
| 4.46
| 2.1
| 149
| -101
| 5
| 52
| false
|
Buy
|
Add to core equity +1%
| 17
| 13
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| 61
| -47
| 104
| 4
| false
|
Tighten stops on momentum names
|
P8924
|
Active
|
Trust
|
USD
|
2024-12-21
| 1,157,181
| 131,683
| 1,025,498
| 1
| 54.4
| 31.2
| 7.8
| 6.6
|
MSFT:8.8%;TSLA:16.2%;VTI:21.9%;TLT:22.8%;VOO:22.8%;BRK.B:7.5%
|
US:61.4;EU:13.2;APAC:17.1;EM:5.2;Other:3.1
|
Value:+0.6;Growth:-0.4;Quality:+0.4;Size:+0.7;Momentum:+0.3;LowVol:-0.1
| null | 10
| 25
| 5.7
|
trailing 8%
| 191
| 22.9
|
Bull
| 14.9
| 4.31
| 2.8
| 119
| 20
| 61
| 45
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 2
| -37
|
BrokerA
|
LMT
| 86
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 36
| -44
| 98
| 4
| false
|
Increase defensive factor exposure
|
P8925
|
Opportunistic
|
401k
|
USD
|
2024-09-14
| 1,117,789
| 47,808
| 1,069,981
| 1
| 68.8
| 13.9
| 12.2
| 5.1
|
AMZN:21.8%;GLD:11.5%;VOO:12.0%;VNQ:21.8%;BRK.B:11.2%;QQQ:21.8%
|
US:63.0;EU:16.3;APAC:11.4;EM:8.1;Other:1.3
|
Value:-0.9;Growth:+1.0;Quality:-0.0;Size:-0.6;Momentum:+0.8;LowVol:-0.5
| null | 8
| 25
| 6.3
|
trailing 9%
| 174
| 30.3
|
Volatile
| 26.9
| 4.75
| 4.2
| 161
| -15
| 52
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| -8
|
BrokerC
|
LMT
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 70
| 17
| 179
| 4
| false
|
Monitor dispersion and breadth
|
P8926
|
Systematic
|
401k
|
USD
|
2025-10-14
| 1,472,737
| 81,608
| 1,391,129
| 1
| 58.7
| 28.8
| 5.6
| 6.9
|
TSLA:11.3%;VNQ:25.5%;AAPL:25.5%;VTI:17.1%;MUB:20.6%
|
US:64.5;EU:16.0;APAC:7.1;EM:11.9;Other:0.5
|
Value:-0.6;Growth:+0.2;Quality:+0.7;Size:-0.2;Momentum:-0.4;LowVol:-0.3
|
NoDerivatives
| 10
| 35
| 5.8
|
trailing 9%
| 197
| 19
|
Bull
| 14.3
| 4.88
| 2.5
| 119
| 64
| 80
| 48
| false
|
NoAction
|
Within bands; monitor
| 1
| -6
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| -37
| -40
| 83
| 4
| false
|
Within IPS guidelines
|
P8927
|
Hands-off
|
Trust
|
USD
|
2025-10-29
| 700,905
| 46,354
| 654,551
| 1
| 66
| 27.2
| 0
| 6.8
|
IEF:20.9%;BRK.B:23.5%;AMZN:23.5%;VOO:15.8%;VNQ:16.3%
|
US:65.9;EU:14.3;APAC:6.5;EM:12.2;Other:1.1
|
Value:-0.1;Growth:+0.3;Quality:+0.2;Size:+0.1;Momentum:-0.0;LowVol:+0.5
|
ESGOnly;MaxPos8%
| 10
| 30
| 4.9
|
trailing 8%
| 133
| 13.3
|
Bear
| 23.5
| 4.48
| 1.4
| 140
| -30
| 33
| 66
| false
|
Buy
|
Add to core equity +1%
| 25
| 5
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| 61
| -9
| 37
| 3
| false
|
Increase defensive factor exposure
|
P8928
|
Active
|
Roth
|
USD
|
2024-07-10
| 1,067,661
| 97,877
| 969,784
| 1
| 63
| 28.3
| 0.9
| 7.8
|
BRK.B:24.9%;HYG:24.9%;MSFT:24.7%;VTI:13.7%;XLF:11.9%
|
US:68.4;EU:11.5;APAC:11.7;EM:7.9;Other:0.6
|
Value:-0.6;Growth:-0.9;Quality:+0.8;Size:+1.0;Momentum:+0.9;LowVol:+1.0
| null | 10
| 25
| 4.8
|
trailing 9%
| 214
| 17.5
|
Bear
| 26.1
| 4.38
| 1.1
| 174
| -62
| 9
| 80
| true
|
Rebalance
|
Rebalance back to target bands
| 19
| 3
|
BrokerB
|
LMT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 65
| 12
| 167
| 4
| false
|
Increase defensive factor exposure
|
P8929
|
Opportunistic
|
401k
|
USD
|
2025-04-05
| 1,396,722
| 54,541
| 1,342,181
| 1
| 73.1
| 19.6
| 0.5
| 6.8
|
GLD:27.9%;VTI:27.9%;AMZN:16.3%;IEF:27.9%
|
US:64.1;EU:15.4;APAC:9.5;EM:9.4;Other:1.6
|
Value:-0.5;Growth:+0.7;Quality:+0.9;Size:+0.5;Momentum:-0.5;LowVol:-0.9
|
MaxPos6%
| 5
| 35
| 5.9
|
trailing 7%
| 261
| 31.9
|
Bull
| 14.5
| 3.78
| 2.9
| 101
| 116
| 100
| 52
| false
|
Buy
|
Add to core equity +1%
| -2
| -24
|
BrokerB
|
VWAP
| 87
| null | null |
Normal monitoring
| 39
| -32
| 19
| 4
| false
|
Tax-aware sells next window
|
P8930
|
Active
|
Trust
|
USD
|
2024-12-01
| 1,985,496
| 128,379
| 1,857,117
| 1
| 60.4
| 29.4
| 2.5
| 7.7
|
HYG:10.9%;TSLA:25.7%;AAPL:25.7%;XLF:25.7%;GLD:12.0%
|
US:65.3;EU:6.8;APAC:12.0;EM:12.1;Other:3.9
|
Value:-0.8;Growth:+0.4;Quality:-0.4;Size:+0.6;Momentum:-0.8;LowVol:-0.0
|
NoDerivatives
| 5
| 25
| 5.5
|
hard 12%
| 162
| 27.6
|
Volatile
| 25.9
| 4.17
| 2.9
| 144
| 75
| 81
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| 9
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 3
| -56
| -34
| 3
| false
|
Monitor dispersion and breadth
|
P8931
|
Active
|
Roth
|
USD
|
2025-12-12
| 1,614,228
| 178,794
| 1,435,434
| 1
| 54.3
| 27.5
| 11.6
| 6.6
|
AMZN:12.2%;GLD:7.5%;MSFT:20.4%;TSLA:20.4%;MUB:20.3%;BRK.B:19.2%
|
US:65.8;EU:12.8;APAC:12.2;EM:4.2;Other:5.0
|
Value:-0.3;Growth:-1.0;Quality:-0.0;Size:-0.3;Momentum:+0.7;LowVol:+0.8
| null | 5
| 25
| 4.3
|
trailing 9%
| 182
| 23.3
|
Volatile
| 24.6
| 5.3
| 3.7
| 120
| 71
| 99
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -31
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| -5
| 18
| 123
| 3
| false
|
Tax-aware sells next window
|
P8932
|
Active
|
Trust
|
USD
|
2024-12-01
| 1,117,571
| 124,349
| 993,222
| 1
| 52.1
| 22.7
| 16.6
| 8.7
|
BND:20.9%;BRK.B:26.4%;HYG:26.4%;QQQ:26.4%
|
US:77.0;EU:6.9;APAC:6.9;EM:7.8;Other:1.3
|
Value:-0.2;Growth:+0.2;Quality:-0.3;Size:-0.6;Momentum:-0.6;LowVol:-0.4
|
NoDerivatives
| 10
| 35
| 5.8
|
hard 12%
| 195
| 21.4
|
Volatile
| 24.6
| 3.66
| 3.6
| 147
| 46
| 73
| 56
| false
|
Sell
|
Trim extended winner -1%
| 27
| -19
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 54
| -40
| 16
| 4
| false
|
Monitor dispersion and breadth
|
P8933
|
Cautious
|
IRA
|
USD
|
2024-12-24
| 704,862
| 75,124
| 629,738
| 1
| 45.9
| 36.4
| 2.2
| 15.4
|
BND:33.3%;TSLA:33.3%;VTI:33.3%
|
US:63.0;EU:11.1;APAC:12.3;EM:8.8;Other:4.9
|
Value:-0.2;Growth:-0.9;Quality:-0.2;Size:-0.5;Momentum:+1.0;LowVol:-0.3
|
ESGOnly;NoMargin
| 8
| 30
| 4.8
|
trailing 8%
| 90
| 16
|
Sideways
| 16.6
| 4.16
| 2.4
| 110
| 27
| 59
| 36
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -1
| 1
|
BrokerA
|
VWAP
| 95
| null | null |
Normal monitoring
| 32
| -39
| 14
| 5
| false
|
Within IPS guidelines
|
P8934
|
Active
|
Roth
|
USD
|
2025-04-04
| 1,498,462
| 132,123
| 1,366,339
| 1
| 69.2
| 21.1
| 4.7
| 5
|
AMZN:19.2%;BRK.B:26.9%;VNQ:26.9%;QQQ:26.9%
|
US:67.8;EU:11.5;APAC:14.3;EM:6.1;Other:0.3
|
Value:+0.2;Growth:+0.7;Quality:+0.4;Size:-0.4;Momentum:+0.1;LowVol:-0.9
| null | 5
| 25
| 4.3
|
trailing 8%
| 164
| 16.1
|
Volatile
| 30.9
| 3.93
| 2.9
| 151
| -19
| 40
| 89
| true
|
Rebalance
|
Rebalance back to target bands
| 31
| -11
|
BrokerA
|
VWAP
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 40
| -22
| 163
| 4
| false
|
Within IPS guidelines
|
P8935
|
Opportunistic
|
Roth
|
USD
|
2025-09-14
| 750,903
| 62,864
| 688,039
| 1.17
| 76.2
| 10.9
| 4.4
| 8.5
|
AMZN:19.1%;MSFT:17.9%;VNQ:14.0%;QQQ:17.6%;MUB:15.9%;VOO:15.5%
|
US:60.4;EU:15.7;APAC:11.7;EM:10.3;Other:2.0
|
Value:-0.3;Growth:+0.6;Quality:-0.0;Size:-0.8;Momentum:+0.7;LowVol:-0.2
| null | 6
| 35
| 4.3
|
trailing 7%
| 165
| 22.2
|
Bear
| 22.1
| 3.29
| 1.1
| 165
| -68
| 20
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 7
| -35
|
BrokerD
|
MKT
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 53
| -11
| 150
| 5
| false
|
Monitor dispersion and breadth
|
P8936
|
Opportunistic
|
Trust
|
USD
|
2025-03-07
| 1,152,303
| 49,838
| 1,102,465
| 1
| 62.1
| 15.6
| 18
| 4.3
|
VOO:18.8%;BRK.B:27.4%;MSFT:26.3%;TLT:27.4%
|
US:74.4;EU:8.9;APAC:6.4;EM:9.4;Other:1.0
|
Value:+0.6;Growth:+0.1;Quality:-0.0;Size:-0.6;Momentum:-0.7;LowVol:-0.4
| null | 6
| 25
| 6.2
|
trailing 9%
| 235
| 24.5
|
Volatile
| 21.1
| 4.9
| 2.4
| 180
| -28
| 39
| 50
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 35
| -25
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| -56
| 4
| 67
| 5
| false
|
Monitor dispersion and breadth
|
P8937
|
Active
|
Trust
|
USD
|
2024-10-19
| 904,614
| 71,458
| 833,156
| 1
| 54.6
| 31.3
| 9
| 5.1
|
QQQ:25.9%;MUB:22.3%;BND:25.9%;TSLA:25.9%
|
US:67.4;EU:19.1;APAC:8.2;EM:3.2;Other:2.2
|
Value:+0.7;Growth:-0.4;Quality:+0.8;Size:+0.5;Momentum:0.0;LowVol:-0.3
|
NoDerivatives
| 10
| 35
| 5.7
|
trailing 8%
| 158
| 25.7
|
Volatile
| 20.4
| 3.68
| 4.3
| 174
| 32
| 56
| 43
| false
|
Buy
|
Add to core equity +1%
| 4
| -17
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 2
| 16
| 101
| 5
| false
|
Increase defensive factor exposure
|
P8938
|
Active
|
Roth
|
USD
|
2025-05-22
| 1,052,838
| 89,800
| 963,038
| 1
| 65.6
| 28.9
| 0
| 5.5
|
MSFT:23.0%;GLD:18.1%;VNQ:15.2%;VTI:20.6%;IEF:23.0%
|
US:63.7;EU:17.4;APAC:7.9;EM:9.5;Other:1.5
|
Value:+0.6;Growth:-0.9;Quality:-0.6;Size:+0.6;Momentum:-0.5;LowVol:-0.7
|
MaxPos5%
| 8
| 25
| 5.3
|
trailing 9%
| 197
| 24.4
|
Bear
| 26.2
| 3.93
| 1
| 214
| -103
| 5
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 3
| -28
|
BrokerD
|
MKT
| 85
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -53
| 9
| 84
| 3
| false
|
Tax-aware sells next window
|
P8939
|
Hands-off
|
Roth
|
USD
|
2025-12-11
| 329,352
| 31,926
| 297,426
| 1
| 56.9
| 18.2
| 16.3
| 8.7
|
VOO:33.6%;VTI:32.8%;IEF:33.6%
|
US:57.0;EU:17.6;APAC:10.8;EM:12.6;Other:2.0
|
Value:+0.6;Growth:+0.5;Quality:-0.1;Size:-0.5;Momentum:-0.4;LowVol:+0.1
|
ESGOnly;MaxPos7%
| 8
| 35
| 3.3
|
trailing 8%
| 110
| 12.1
|
Bull
| 16.9
| 4.94
| 3.3
| 93
| 89
| 80
| 54
| false
|
Buy
|
Add to core equity +1%
| 15
| -33
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| 79
| 14
| 109
| 5
| false
|
Tax-aware sells next window
|
P8940
|
Opportunistic
|
Taxable
|
USD
|
2025-12-03
| 901,983
| 62,049
| 839,934
| 1
| 63.3
| 18.2
| 10.5
| 8
|
QQQ:23.6%;AAPL:23.6%;VOO:8.8%;VNQ:11.3%;AMZN:9.2%;BND:23.6%
|
US:70.9;EU:8.1;APAC:10.7;EM:6.9;Other:3.4
|
Value:+0.2;Growth:-0.4;Quality:+0.5;Size:+0.4;Momentum:-0.9;LowVol:-0.6
|
MaxPos6%
| 6
| 25
| 5.9
|
hard 12%
| 248
| 25.1
|
Volatile
| 23.4
| 5.24
| 2.6
| 132
| 3
| 45
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -2
| 2
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 108
| 9
| 212
| 3
| false
|
Tax-aware sells next window
|
P8941
|
Cautious
|
Trust
|
USD
|
2024-12-31
| 444,958
| 69,210
| 375,748
| 1
| 49.2
| 35.7
| 0
| 15.1
|
AMZN:14.0%;MUB:21.6%;VOO:21.2%;IEF:21.6%;XLF:21.6%
|
US:70.0;EU:10.2;APAC:13.3;EM:5.6;Other:0.9
|
Value:+0.1;Growth:-0.5;Quality:-0.8;Size:-0.4;Momentum:+0.2;LowVol:+0.7
|
ESGOnly;NoMargin
| 10
| 30
| 5.3
|
trailing 10%
| 138
| 18
|
Volatile
| 28.6
| 4.28
| 3.6
| 141
| -53
| 31
| 58
| true
|
Rebalance
|
Rebalance back to target bands
| 16
| -32
|
BrokerB
|
VWAP
| 85
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 37
| -15
| 48
| 3
| false
|
Tax-aware sells next window
|
P8942
|
Active
|
Trust
|
USD
|
2024-10-15
| 717,637
| 68,317
| 649,320
| 1
| 64.4
| 26.4
| 0
| 9.2
|
VNQ:34.6%;MUB:30.8%;TLT:34.6%
|
US:58.4;EU:15.1;APAC:13.7;EM:8.8;Other:4.0
|
Value:+0.9;Growth:-0.3;Quality:-0.1;Size:+0.2;Momentum:+1.0;LowVol:+0.3
|
NoDerivatives
| 10
| 30
| 5.3
|
trailing 8%
| 124
| 23.8
|
Bull
| 16.4
| 4.54
| 2.8
| 83
| 118
| 100
| 59
| false
|
Sell
|
Trim extended winner -1%
| 32
| -5
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| -8
| 17
| 77
| 4
| false
|
Monitor dispersion and breadth
|
P8943
|
Active
|
Trust
|
USD
|
2025-04-15
| 1,927,570
| 205,169
| 1,722,401
| 1
| 60.9
| 26.5
| 5.4
| 7.1
|
MUB:25.0%;HYG:25.0%;TLT:25.0%;VOO:25.0%
|
US:64.5;EU:16.9;APAC:11.3;EM:4.2;Other:3.2
|
Value:0.0;Growth:-0.1;Quality:-0.2;Size:-0.2;Momentum:+0.9;LowVol:-0.2
| null | 10
| 25
| 4.2
|
trailing 8%
| 167
| 24.8
|
Sideways
| 21.4
| 3.82
| 3.2
| 97
| 7
| 46
| 51
| false
|
Sell
|
Trim extended winner -1%
| 31
| -31
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| -21
| -50
| 17
| 3
| false
|
Tax-aware sells next window
|
P8944
|
Systematic
|
401k
|
USD
|
2025-08-03
| 1,612,262
| 97,771
| 1,514,491
| 1
| 62
| 31
| 1.2
| 5.9
|
AMZN:17.4%;BND:9.8%;MUB:16.4%;VNQ:14.0%;AAPL:21.2%;HYG:21.2%
|
US:67.2;EU:16.4;APAC:6.8;EM:5.2;Other:4.4
|
Value:-0.5;Growth:+0.9;Quality:+0.9;Size:+0.4;Momentum:+0.8;LowVol:+0.8
| null | 7
| 30
| 4.3
|
hard 12%
| 135
| 18.7
|
Volatile
| 25
| 4.69
| 2
| 150
| 54
| 65
| 60
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 20
| -17
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| -18
| -59
| 97
| 5
| false
|
Monitor dispersion and breadth
|
P8945
|
Systematic
|
Trust
|
USD
|
2025-12-23
| 532,581
| 33,506
| 499,075
| 1
| 66.6
| 27
| 0
| 6.4
|
TSLA:33.3%;IEF:33.3%;AMZN:33.3%
|
US:64.7;EU:10.7;APAC:13.8;EM:6.7;Other:4.1
|
Value:+0.6;Growth:0.0;Quality:+0.5;Size:-0.7;Momentum:+0.1;LowVol:+0.1
|
NoDerivatives
| 6
| 25
| 4.6
|
trailing 8%
| 183
| 26.6
|
Bull
| 14
| 3.93
| 3.1
| 117
| 81
| 83
| 50
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -2
| -20
|
BrokerB
|
LMT
| 91
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 44
| 1
| 98
| 5
| false
|
Tax-aware sells next window
|
P8946
|
Cautious
|
Roth
|
USD
|
2025-05-09
| 588,022
| 85,844
| 502,178
| 1
| 46.6
| 40.6
| 0
| 12.8
|
IEF:14.8%;TSLA:14.8%;QQQ:22.0%;GLD:22.0%;HYG:18.9%;AMZN:7.6%
|
US:59.4;EU:17.1;APAC:12.9;EM:6.0;Other:4.6
|
Value:-0.2;Growth:-0.6;Quality:-0.1;Size:+0.7;Momentum:+0.5;LowVol:+0.2
|
ESGOnly;NoMargin
| 7
| 30
| 4.9
|
trailing 8%
| 115
| 14.7
|
Volatile
| 24.5
| 4.37
| 2.1
| 162
| 2
| 47
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -32
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| 87
| -33
| 187
| 3
| false
|
Tax-aware sells next window
|
P8947
|
Opportunistic
|
IRA
|
USD
|
2024-11-29
| 372,337
| 33,454
| 338,883
| 1
| 70.1
| 15.8
| 9.3
| 4.8
|
MSFT:25.0%;HYG:25.0%;XLF:25.0%;AMZN:25.0%
|
US:63.1;EU:12.9;APAC:11.5;EM:9.1;Other:3.4
|
Value:+0.6;Growth:-0.9;Quality:+0.5;Size:-0.2;Momentum:-0.6;LowVol:-0.4
|
MaxPos6%;NoDerivatives
| 7
| 30
| 6.2
|
hard 12%
| 257
| 24.5
|
Volatile
| 21.1
| 4.47
| 3.8
| 158
| 70
| 92
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -19
|
BrokerC
|
VWAP
| 88
| null | null |
Normal monitoring
| 38
| 0
| 75
| 5
| false
|
Increase defensive factor exposure
|
P8948
|
Hands-off
|
401k
|
USD
|
2025-07-01
| 723,697
| 36,388
| 687,309
| 1
| 57.7
| 28.7
| 4.1
| 9.4
|
VNQ:24.6%;BND:37.7%;HYG:37.7%
|
US:63.8;EU:12.7;APAC:13.5;EM:7.4;Other:2.7
|
Value:-0.8;Growth:-0.6;Quality:-0.8;Size:-1.0;Momentum:+0.9;LowVol:+0.7
|
ESGOnly
| 8
| 35
| 5.3
|
trailing 8%
| 131
| 13.3
|
Bull
| 12.6
| 3.61
| 3.5
| 108
| 54
| 81
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -27
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| -38
| -40
| 73
| 4
| false
|
Tax-aware sells next window
|
P8949
|
Cautious
|
IRA
|
USD
|
2024-12-07
| 350,824
| 52,945
| 297,879
| 1
| 46.4
| 32.1
| 6
| 15.5
|
TSLA:34.2%;XLF:34.2%;MSFT:31.7%
|
US:71.7;EU:13.3;APAC:7.0;EM:7.8;Other:0.2
|
Value:+0.7;Growth:-0.8;Quality:-0.2;Size:+0.2;Momentum:-0.8;LowVol:-0.8
|
MaxPos8%;NoMargin
| 7
| 30
| 3.8
|
trailing 8%
| 157
| 17.8
|
Volatile
| 30.1
| 5.08
| 3.5
| 126
| 45
| 81
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 19
| 15
|
BrokerD
|
MKT
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 5
| -7
| 65
| 4
| false
|
Monitor dispersion and breadth
|
P8950
|
Systematic
|
Taxable
|
USD
|
2024-09-15
| 923,344
| 62,616
| 860,728
| 1
| 55.9
| 25.4
| 12.7
| 6
|
HYG:26.2%;VOO:26.2%;IEF:26.2%;VNQ:21.3%
|
US:69.6;EU:9.5;APAC:9.1;EM:9.0;Other:2.8
|
Value:-0.2;Growth:+0.8;Quality:-0.3;Size:+0.1;Momentum:+0.8;LowVol:-0.9
|
MaxPos5%
| 6
| 30
| 4.9
|
hard 12%
| 227
| 21.7
|
Bull
| 17.7
| 3.83
| 3.3
| 108
| 10
| 43
| 38
| false
|
NoAction
|
Within bands; monitor
| 9
| 13
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 27
| 13
| 155
| 5
| false
|
Within IPS guidelines
|
P8951
|
Hands-off
|
401k
|
USD
|
2025-11-23
| 766,937
| 60,442
| 706,495
| 1
| 67.1
| 20.9
| 3.4
| 8.6
|
HYG:16.1%;AMZN:8.1%;VOO:16.5%;IEF:13.0%;TSLA:23.1%;VTI:23.1%
|
US:70.3;EU:10.3;APAC:8.0;EM:8.3;Other:3.2
|
Value:-0.1;Growth:+0.1;Quality:-0.1;Size:-0.5;Momentum:+0.4;LowVol:-0.5
| null | 7
| 30
| 5.9
|
trailing 10%
| 134
| 19.1
|
Bull
| 17.2
| 3.8
| 3.3
| 96
| 106
| 100
| 60
| false
|
NoAction
|
Within bands; monitor
| -14
| 1
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 118
| -10
| 86
| 4
| false
|
Increase defensive factor exposure
|
P8952
|
Opportunistic
|
401k
|
USD
|
2024-08-04
| 1,354,721
| 116,118
| 1,238,603
| 1.17
| 66
| 11.5
| 15.2
| 7.3
|
AAPL:22.8%;TSLA:11.8%;VNQ:22.8%;HYG:22.8%;XLF:19.7%
|
US:64.9;EU:13.6;APAC:9.0;EM:8.6;Other:3.9
|
Value:+0.8;Growth:-0.5;Quality:-0.2;Size:+0.4;Momentum:-0.3;LowVol:-0.5
|
MaxPos6%
| 7
| 35
| 5.3
|
trailing 7%
| 163
| 31.9
|
Sideways
| 16.3
| 4.69
| 2.9
| 120
| -24
| 42
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| 6
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 89
| 19
| 75
| 5
| false
|
Monitor dispersion and breadth
|
P8953
|
Opportunistic
|
Taxable
|
USD
|
2024-10-11
| 587,360
| 38,440
| 548,920
| 1
| 71.9
| 16
| 3.8
| 8.3
|
HYG:19.6%;AMZN:22.7%;XLF:22.3%;QQQ:12.7%;MSFT:22.7%
|
US:63.4;EU:11.5;APAC:12.7;EM:10.8;Other:1.6
|
Value:+0.2;Growth:-0.9;Quality:-0.3;Size:+0.2;Momentum:+0.9;LowVol:+0.7
|
MaxPos8%;NoDerivatives
| 5
| 25
| 4.3
|
trailing 9%
| 223
| 30.1
|
Bull
| 15.3
| 4.22
| 2.3
| 73
| 117
| 100
| 46
| false
|
Sell
|
Trim extended winner -1%
| 6
| -8
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| -21
| -2
| 80
| 5
| false
|
Tax-aware sells next window
|
P8954
|
Cautious
|
401k
|
USD
|
2024-12-27
| 221,038
| 18,099
| 202,939
| 1
| 48.6
| 41.2
| 0
| 10.1
|
IEF:22.0%;TLT:12.1%;BND:22.0%;AAPL:21.9%;VOO:22.0%
|
US:75.5;EU:12.8;APAC:6.2;EM:5.3;Other:0.2
|
Value:+0.9;Growth:+0.4;Quality:-0.6;Size:+0.2;Momentum:-0.1;LowVol:+0.8
|
ESGOnly;NoMargin
| 5
| 30
| 4.3
|
trailing 10%
| 144
| 14.8
|
Bear
| 33.6
| 3.98
| 2.2
| 134
| -1
| 42
| 76
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| -11
|
BrokerA
|
MKT
| 88
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 38
| -44
| 108
| 4
| false
|
Tax-aware sells next window
|
P8955
|
Opportunistic
|
401k
|
USD
|
2025-12-02
| 1,597,321
| 96,720
| 1,500,601
| 1
| 65
| 19.3
| 11.5
| 4.2
|
BND:28.1%;IEF:15.8%;VTI:28.1%;HYG:28.1%
|
US:64.4;EU:15.8;APAC:9.8;EM:5.2;Other:4.8
|
Value:-0.4;Growth:+0.1;Quality:-0.3;Size:+0.8;Momentum:-0.6;LowVol:+0.7
| null | 8
| 35
| 5
|
trailing 9%
| 248
| 26.5
|
Volatile
| 20.5
| 4.23
| 4.2
| 145
| 46
| 66
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| 2
|
BrokerB
|
LMT
| 97
| null | null |
Normal monitoring
| 111
| -10
| 209
| 5
| false
|
Monitor dispersion and breadth
|
P8956
|
Hands-off
|
IRA
|
USD
|
2025-06-09
| 160,355
| 15,114
| 145,241
| 1
| 67.6
| 24.9
| 1.8
| 5.8
|
GLD:10.7%;TSLA:12.7%;QQQ:9.3%;VTI:23.3%;HYG:23.3%;XLF:20.6%
|
US:65.9;EU:10.7;APAC:12.7;EM:9.0;Other:1.7
|
Value:+0.5;Growth:+0.5;Quality:+0.5;Size:+0.8;Momentum:-0.3;LowVol:-0.9
|
ESGOnly;MaxPos6%;NoDerivatives
| 7
| 35
| 4.2
|
hard 10%
| 109
| 18
|
Sideways
| 19.4
| 3.51
| 2.2
| 125
| 34
| 61
| 53
| false
|
Buy
|
Add to core equity +1%
| 12
| -15
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 49
| -6
| 71
| 4
| false
|
Increase defensive factor exposure
|
P8957
|
Active
|
Trust
|
USD
|
2025-01-16
| 863,927
| 67,505
| 796,422
| 1
| 68.5
| 24.9
| 0
| 6.6
|
IEF:28.0%;MSFT:28.0%;MUB:15.9%;VNQ:28.0%
|
US:69.9;EU:9.5;APAC:10.7;EM:9.8;Other:0.0
|
Value:-0.8;Growth:-0.2;Quality:+0.4;Size:+0.7;Momentum:+0.8;LowVol:-0.7
|
MaxPos7%
| 10
| 25
| 5.7
|
trailing 8%
| 179
| 18.8
|
Sideways
| 19.1
| 4.89
| 3.1
| 135
| 10
| 54
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 3
| -34
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| -13
| -19
| 103
| 4
| false
|
Tighten stops on momentum names
|
P8958
|
Active
|
IRA
|
USD
|
2025-06-24
| 1,731,110
| 193,040
| 1,538,070
| 1
| 54.3
| 24.7
| 11.7
| 9.4
|
IEF:19.5%;XLF:7.6%;BND:18.9%;TSLA:14.3%;AAPL:20.6%;MSFT:19.1%
|
US:65.9;EU:16.7;APAC:10.3;EM:6.2;Other:0.9
|
Value:+0.4;Growth:+0.9;Quality:-0.9;Size:-0.0;Momentum:-0.5;LowVol:-0.3
|
NoDerivatives
| 6
| 35
| 4.1
|
trailing 9%
| 173
| 18.6
|
Volatile
| 28.8
| 4.15
| 3.7
| 116
| -23
| 33
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| 7
|
BrokerB
|
VWAP
| 87
| null | null |
Normal monitoring
| 95
| -7
| 92
| 4
| false
|
Tax-aware sells next window
|
P8959
|
Systematic
|
Roth
|
USD
|
2025-11-28
| 1,984,766
| 183,388
| 1,801,378
| 1
| 69
| 22.5
| 2.3
| 6.2
|
AAPL:33.3%;BRK.B:33.3%;XLF:33.3%
|
US:66.0;EU:9.2;APAC:14.4;EM:6.8;Other:3.7
|
Value:+0.4;Growth:-0.7;Quality:-0.1;Size:+0.9;Momentum:-0.4;LowVol:+0.7
| null | 5
| 25
| 5.9
|
trailing 8%
| 133
| 19.2
|
Volatile
| 26.8
| 4.39
| 2.5
| 125
| -11
| 30
| 67
| true
|
Hedge
|
Buy index puts 1% notional
| 29
| 3
|
BrokerD
|
LMT
| 100
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 32
| -5
| 62
| 2
| false
|
Monitor dispersion and breadth
|
P8960
|
Cautious
|
Taxable
|
USD
|
2025-07-04
| 779,733
| 74,263
| 705,470
| 1
| 44.1
| 30.1
| 10
| 15.8
|
QQQ:33.3%;VOO:33.3%;AAPL:33.3%
|
US:72.4;EU:16.8;APAC:6.2;EM:4.2;Other:0.3
|
Value:-0.7;Growth:-0.7;Quality:+0.8;Size:-0.3;Momentum:-1.0;LowVol:+0.7
|
MaxPos7%;NoMargin
| 7
| 35
| 4.5
|
trailing 8%
| 90
| 13.3
|
Sideways
| 19.2
| 3.55
| 3.5
| 122
| -19
| 28
| 54
| false
|
Buy
|
Add to core equity +1%
| 29
| -6
|
BrokerA
|
VWAP
| 95
| null | null |
Normal monitoring
| -21
| -52
| -45
| 5
| false
|
Tighten stops on momentum names
|
P8961
|
Cautious
|
Trust
|
USD
|
2025-11-17
| 276,677
| 28,520
| 248,157
| 1
| 35.6
| 41.9
| 5.5
| 17
|
VTI:12.1%;VNQ:25.2%;MUB:15.0%;GLD:22.6%;VOO:25.2%
|
US:60.2;EU:13.9;APAC:12.8;EM:11.6;Other:1.6
|
Value:+0.3;Growth:+0.7;Quality:-1.0;Size:-0.7;Momentum:0.0;LowVol:+0.6
|
ESGOnly;MaxPos7%;NoMargin
| 8
| 25
| 3.7
|
hard 10%
| 130
| 16
|
Bull
| 11.8
| 4.43
| 2.4
| 98
| 82
| 86
| 21
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| -1
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 79
| 12
| 66
| 5
| false
|
Within IPS guidelines
|
P8962
|
Opportunistic
|
IRA
|
USD
|
2025-04-17
| 771,332
| 29,579
| 741,753
| 1
| 61.7
| 16.5
| 16.9
| 4.9
|
VNQ:34.7%;MUB:34.7%;XLF:30.5%
|
US:68.2;EU:15.4;APAC:7.6;EM:8.3;Other:0.6
|
Value:-0.3;Growth:+0.7;Quality:-0.7;Size:-0.3;Momentum:-0.9;LowVol:-0.2
| null | 5
| 35
| 5.9
|
trailing 9%
| 186
| 33.5
|
Sideways
| 15.9
| 4.97
| 2.5
| 104
| 36
| 64
| 49
| false
|
Sell
|
Trim extended winner -1%
| -14
| -32
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 53
| -35
| 66
| 4
| false
|
Tighten stops on momentum names
|
P8963
|
Active
|
Roth
|
USD
|
2025-01-22
| 927,808
| 84,330
| 843,478
| 1.14
| 50.5
| 24.4
| 17.7
| 7.4
|
MSFT:27.2%;AAPL:27.2%;VTI:13.6%;XLF:12.9%;VOO:19.1%
|
US:73.0;EU:9.9;APAC:13.2;EM:3.3;Other:0.6
|
Value:-0.2;Growth:+0.7;Quality:+0.4;Size:-0.9;Momentum:-0.5;LowVol:-0.6
| null | 6
| 35
| 5.9
|
hard 12%
| 156
| 25.5
|
Volatile
| 27.1
| 5.13
| 2.2
| 150
| -13
| 47
| 60
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -33
|
BrokerD
|
MKT
| 98
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 101
| -53
| 116
| 5
| true
|
Tighten stops on momentum names
|
P8964
|
Cautious
|
Roth
|
USD
|
2025-08-07
| 721,464
| 108,257
| 613,207
| 1
| 39.6
| 36.6
| 8
| 15.8
|
BRK.B:33.3%;TLT:33.3%;MUB:33.3%
|
US:70.3;EU:9.7;APAC:8.3;EM:10.5;Other:1.2
|
Value:-0.6;Growth:-0.9;Quality:+0.4;Size:+0.2;Momentum:-0.6;LowVol:-0.2
|
MaxPos6%;NoDerivatives;NoMargin
| 5
| 30
| 3
|
hard 10%
| 139
| 13
|
Bull
| 17.2
| 4.27
| 3.1
| 113
| 96
| 100
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| 11
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| 7
| -44
| 131
| 3
| false
|
Tax-aware sells next window
|
P8965
|
Active
|
Roth
|
USD
|
2024-11-06
| 1,312,741
| 128,949
| 1,183,792
| 1
| 57.3
| 26.7
| 9.4
| 6.7
|
IEF:19.5%;GLD:16.2%;QQQ:19.0%;MSFT:20.8%;VTI:5.9%;HYG:18.7%
|
US:73.8;EU:9.6;APAC:11.4;EM:3.4;Other:1.9
|
Value:-0.5;Growth:-0.3;Quality:+0.3;Size:-0.0;Momentum:+0.2;LowVol:+0.8
|
NoDerivatives
| 6
| 35
| 5.4
|
trailing 9%
| 120
| 25.7
|
Bull
| 17.2
| 4.12
| 3
| 71
| 25
| 73
| 48
| false
|
Buy
|
Add to core equity +1%
| 2
| -33
|
BrokerD
|
LMT
| 100
| null | null |
Normal monitoring
| 77
| -15
| 83
| 4
| false
|
Within IPS guidelines
|
P8966
|
Cautious
|
Trust
|
USD
|
2025-03-14
| 430,829
| 41,877
| 388,952
| 1
| 45.1
| 38.6
| 0
| 16.2
|
TSLA:10.1%;MUB:21.1%;BND:20.4%;AMZN:17.7%;VNQ:16.1%;TLT:14.5%
|
US:59.7;EU:14.5;APAC:10.3;EM:13.1;Other:2.5
|
Value:+0.3;Growth:+0.3;Quality:+0.7;Size:-0.3;Momentum:+0.9;LowVol:+0.7
|
NoDerivatives;NoMargin
| 10
| 25
| 5.6
|
hard 10%
| 108
| 14.3
|
Sideways
| 18.9
| 3.6
| 2.6
| 121
| 40
| 63
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -27
|
BrokerD
|
VWAP
| 89
| null | null |
Normal monitoring
| 76
| -32
| 79
| 5
| false
|
Monitor dispersion and breadth
|
P8967
|
Active
|
401k
|
USD
|
2024-08-23
| 1,848,034
| 173,730
| 1,674,304
| 1
| 63.8
| 21.2
| 8.9
| 6.1
|
AAPL:16.9%;HYG:28.9%;MUB:28.9%;BRK.B:25.4%
|
US:66.2;EU:17.4;APAC:9.2;EM:6.2;Other:1.1
|
Value:+0.9;Growth:-0.9;Quality:+0.3;Size:-0.2;Momentum:+0.4;LowVol:+1.0
|
MaxPos5%
| 5
| 25
| 5
|
hard 12%
| 183
| 16.9
|
Bull
| 16
| 4.09
| 2.8
| 113
| 8
| 62
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| -9
|
BrokerA
|
VWAP
| 95
| null | null |
Normal monitoring
| 4
| 16
| 115
| 3
| false
|
Tighten stops on momentum names
|
P8968
|
Active
|
Taxable
|
USD
|
2025-04-03
| 1,928,348
| 136,730
| 1,791,618
| 1
| 62.7
| 25.1
| 5.4
| 6.9
|
IEF:28.1%;BRK.B:28.1%;BND:15.7%;GLD:28.1%
|
US:64.5;EU:14.0;APAC:13.4;EM:3.5;Other:4.6
|
Value:+0.2;Growth:-0.8;Quality:-0.1;Size:+0.4;Momentum:+1.0;LowVol:-0.7
| null | 5
| 30
| 4.7
|
trailing 9%
| 201
| 19.6
|
Volatile
| 25.7
| 4.3
| 3.9
| 177
| 18
| 66
| 59
| false
|
Sell
|
Trim extended winner -1%
| 25
| -27
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| -46
| -35
| 50
| 5
| false
|
Monitor dispersion and breadth
|
P8969
|
Systematic
|
Trust
|
USD
|
2024-08-04
| 1,459,040
| 87,840
| 1,371,200
| 1
| 62.8
| 29.8
| 0
| 7.4
|
XLF:28.7%;VTI:13.8%;QQQ:28.7%;MSFT:28.7%
|
US:60.5;EU:13.9;APAC:13.2;EM:8.0;Other:4.4
|
Value:-0.8;Growth:-0.8;Quality:-0.9;Size:-0.4;Momentum:+0.4;LowVol:+0.7
| null | 10
| 30
| 5.6
|
trailing 8%
| 213
| 26.8
|
Sideways
| 18.9
| 4.78
| 2.8
| 110
| 16
| 51
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| -38
|
BrokerA
|
VWAP
| 89
| null | null |
Normal monitoring
| 100
| -46
| 172
| 3
| false
|
Tax-aware sells next window
|
P8970
|
Hands-off
|
Roth
|
USD
|
2025-10-13
| 459,532
| 41,651
| 417,881
| 1
| 63.1
| 20.6
| 10.5
| 5.8
|
IEF:25.0%;GLD:25.0%;QQQ:25.0%;XLF:25.0%
|
US:56.2;EU:16.5;APAC:13.5;EM:8.8;Other:5.0
|
Value:-0.5;Growth:-0.9;Quality:+0.9;Size:+0.1;Momentum:-0.5;LowVol:-0.5
|
ESGOnly
| 7
| 25
| 4.9
|
trailing 8%
| 140
| 12.5
|
Bull
| 16
| 3.55
| 3.3
| 90
| 41
| 57
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| 5
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 26
| -41
| 97
| 5
| false
|
Tighten stops on momentum names
|
P8971
|
Systematic
|
401k
|
USD
|
2025-11-29
| 1,804,145
| 119,180
| 1,684,965
| 1
| 55.4
| 29.7
| 5.9
| 9.1
|
HYG:22.0%;VOO:22.0%;AAPL:18.5%;TLT:15.5%;VNQ:22.0%
|
US:62.2;EU:19.0;APAC:7.1;EM:7.1;Other:4.7
|
Value:-0.7;Growth:+0.2;Quality:+0.7;Size:+0.5;Momentum:-0.2;LowVol:+0.7
|
MaxPos7%
| 10
| 25
| 5.4
|
trailing 9%
| 171
| 27.8
|
Sideways
| 18.6
| 4.09
| 2.6
| 105
| -14
| 42
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| 14
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| -31
| -53
| -61
| 4
| false
|
Monitor dispersion and breadth
|
P8972
|
Systematic
|
Taxable
|
USD
|
2025-03-02
| 1,259,982
| 76,250
| 1,183,732
| 1
| 63.1
| 21.6
| 8.4
| 6.8
|
BND:26.7%;VTI:26.7%;BRK.B:26.7%;TSLA:19.9%
|
US:70.3;EU:14.2;APAC:11.0;EM:4.3;Other:0.2
|
Value:+0.5;Growth:-0.7;Quality:-0.8;Size:+0.9;Momentum:-0.5;LowVol:+0.5
| null | 6
| 25
| 4.2
|
trailing 8%
| 120
| 17.7
|
Sideways
| 16.6
| 4.49
| 2.9
| 117
| 43
| 76
| 60
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 30
| 2
|
BrokerA
|
LMT
| 99
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 2
| -26
| -21
| 3
| false
|
Tighten stops on momentum names
|
P8973
|
Active
|
Roth
|
USD
|
2024-09-04
| 592,717
| 38,872
| 553,845
| 1
| 61
| 25.9
| 5.1
| 8
|
GLD:23.9%;QQQ:23.9%;TLT:17.6%;AMZN:20.8%;XLF:13.7%
|
US:72.6;EU:6.7;APAC:6.8;EM:12.1;Other:1.8
|
Value:-0.0;Growth:-0.3;Quality:-0.9;Size:-0.6;Momentum:+0.4;LowVol:-0.1
|
MaxPos5%;NoDerivatives
| 10
| 30
| 5.3
|
trailing 9%
| 187
| 27.2
|
Bull
| 11.9
| 4.25
| 2.5
| 110
| 91
| 80
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| 14
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| -15
| -31
| 119
| 4
| false
|
Increase defensive factor exposure
|
P8974
|
Cautious
|
Roth
|
USD
|
2024-08-29
| 763,500
| 90,450
| 673,050
| 1
| 52.9
| 31.8
| 3.3
| 11.9
|
BND:21.1%;GLD:21.1%;AMZN:7.9%;BRK.B:17.4%;MSFT:19.0%;TLT:13.4%
|
US:70.3;EU:7.9;APAC:6.6;EM:11.9;Other:3.4
|
Value:-0.7;Growth:+0.5;Quality:+0.8;Size:-0.2;Momentum:-0.8;LowVol:-0.1
|
ESGOnly;NoMargin
| 8
| 30
| 3.8
|
trailing 10%
| 161
| 13.3
|
Volatile
| 25.8
| 3.64
| 2.8
| 144
| 10
| 45
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -13
| 12
|
BrokerB
|
MKT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 35
| -52
| 114
| 2
| false
|
Monitor dispersion and breadth
|
P8975
|
Opportunistic
|
401k
|
USD
|
2024-12-05
| 785,142
| 23,929
| 761,213
| 1
| 68.5
| 15.6
| 11.3
| 4.7
|
QQQ:24.4%;GLD:16.8%;TSLA:24.4%;BND:10.1%;VNQ:24.4%
|
US:72.7;EU:9.3;APAC:6.9;EM:10.7;Other:0.4
|
Value:+0.7;Growth:+0.4;Quality:+0.9;Size:-0.7;Momentum:+1.0;LowVol:-0.0
|
NoDerivatives
| 6
| 25
| 5.7
|
trailing 7%
| 193
| 24
|
Bull
| 16
| 4.85
| 3.2
| 83
| 15
| 54
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -37
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 96
| -9
| 141
| 3
| false
|
Monitor dispersion and breadth
|
P8976
|
Hands-off
|
401k
|
USD
|
2024-11-22
| 562,876
| 27,250
| 535,626
| 1
| 72
| 19.5
| 0
| 8.5
|
BRK.B:25.9%;MUB:25.9%;TLT:25.9%;GLD:22.2%
|
US:64.6;EU:10.8;APAC:12.3;EM:9.3;Other:2.9
|
Value:-0.1;Growth:-0.7;Quality:+0.6;Size:+0.3;Momentum:0.0;LowVol:+0.5
|
MaxPos7%
| 8
| 25
| 3.1
|
trailing 10%
| 94
| 15.8
|
Sideways
| 21.7
| 3.73
| 2.3
| 100
| -19
| 43
| 64
| false
|
Sell
|
Trim extended winner -1%
| 14
| -4
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| 0
| 5
| -28
| 4
| false
|
Within IPS guidelines
|
P8977
|
Opportunistic
|
Taxable
|
USD
|
2025-07-23
| 1,288,044
| 49,048
| 1,238,996
| 1.23
| 73.6
| 18.4
| 0
| 8.1
|
BRK.B:26.0%;TLT:22.0%;MUB:26.0%;GLD:26.0%
|
US:65.8;EU:12.6;APAC:7.6;EM:9.5;Other:4.5
|
Value:-0.2;Growth:-0.1;Quality:-0.8;Size:+0.2;Momentum:-0.7;LowVol:-0.6
|
MaxPos7%;NoDerivatives
| 6
| 30
| 5.9
|
hard 12%
| 265
| 33.4
|
Volatile
| 31.5
| 4.54
| 3
| 165
| -26
| 44
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 23
| 11
|
BrokerD
|
LMT
| 85
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 93
| -60
| 140
| 4
| false
|
Within IPS guidelines
|
P8978
|
Opportunistic
|
Taxable
|
USD
|
2025-06-23
| 1,657,559
| 105,032
| 1,552,527
| 1.12
| 65.8
| 18.7
| 8.2
| 7.2
|
TSLA:23.6%;BRK.B:12.5%;XLF:23.6%;BND:22.6%;GLD:17.7%
|
US:61.5;EU:20.2;APAC:6.6;EM:8.9;Other:2.9
|
Value:+0.5;Growth:+0.5;Quality:+0.2;Size:-0.4;Momentum:+0.6;LowVol:+1.0
|
MaxPos8%
| 10
| 30
| 6.9
|
trailing 9%
| 180
| 32.8
|
Volatile
| 27.8
| 3.64
| 2.2
| 166
| -52
| 21
| 68
| false
|
NoAction
|
Within bands; monitor
| 11
| 14
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 112
| -36
| 220
| 4
| false
|
Tax-aware sells next window
|
P8979
|
Hands-off
|
401k
|
USD
|
2025-11-19
| 843,155
| 41,638
| 801,517
| 1
| 64.8
| 20.6
| 5.6
| 9
|
TSLA:37.9%;QQQ:24.3%;BRK.B:37.9%
|
US:69.9;EU:11.6;APAC:7.4;EM:9.9;Other:1.1
|
Value:-0.3;Growth:-0.6;Quality:-0.1;Size:-1.0;Momentum:-0.2;LowVol:-0.6
|
ESGOnly;NoDerivatives
| 5
| 30
| 4.1
|
hard 10%
| 113
| 15.8
|
Bull
| 17.7
| 3.82
| 3.2
| 111
| 59
| 85
| 62
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| -23
|
BrokerB
|
LMT
| 89
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 32
| -30
| 145
| 4
| false
|
Monitor dispersion and breadth
|
P8980
|
Opportunistic
|
Roth
|
USD
|
2025-03-28
| 1,144,569
| 69,828
| 1,074,741
| 1
| 68.7
| 18.9
| 7.3
| 5.1
|
BRK.B:33.3%;GLD:33.3%;MUB:33.3%
|
US:65.7;EU:15.7;APAC:12.8;EM:5.2;Other:0.5
|
Value:+0.8;Growth:-0.3;Quality:-0.6;Size:-0.6;Momentum:-0.7;LowVol:+0.9
| null | 8
| 30
| 5.9
|
trailing 9%
| 235
| 25.2
|
Volatile
| 26.3
| 4.12
| 2.8
| 168
| 13
| 58
| 65
| false
|
Sell
|
Trim extended winner -1%
| 20
| -36
|
BrokerC
|
MKT
| 98
| null | null |
Normal monitoring
| 10
| 2
| 31
| 5
| false
|
Within IPS guidelines
|
P8981
|
Opportunistic
|
401k
|
USD
|
2024-12-07
| 1,701,062
| 129,450
| 1,571,612
| 1
| 65.7
| 13.2
| 12.5
| 8.6
|
HYG:21.3%;BRK.B:11.1%;GLD:22.7%;TSLA:8.0%;QQQ:14.2%;MUB:22.7%
|
US:58.0;EU:9.8;APAC:16.0;EM:10.6;Other:5.6
|
Value:+0.7;Growth:+0.5;Quality:+0.3;Size:-0.1;Momentum:+0.3;LowVol:+0.2
|
MaxPos8%;NoDerivatives
| 5
| 35
| 6.4
|
trailing 9%
| 264
| 22.2
|
Volatile
| 27.1
| 3.81
| 2.3
| 178
| 57
| 74
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| 5
| -17
|
BrokerA
|
LMT
| 89
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 20
| 7
| 75
| 5
| false
|
Tighten stops on momentum names
|
P8982
|
Systematic
|
Trust
|
USD
|
2024-09-08
| 783,196
| 34,116
| 749,080
| 1
| 62.5
| 20.7
| 10.8
| 6.1
|
AMZN:33.3%;HYG:33.3%;MSFT:33.3%
|
US:71.7;EU:9.5;APAC:11.3;EM:4.4;Other:3.0
|
Value:+0.9;Growth:-0.7;Quality:-0.5;Size:-0.2;Momentum:+0.6;LowVol:-0.3
| null | 7
| 30
| 4.4
|
trailing 8%
| 134
| 21.7
|
Bull
| 11.8
| 3.87
| 3.2
| 112
| 88
| 81
| 44
| false
|
Sell
|
Trim extended winner -1%
| 20
| -26
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 24
| -48
| 94
| 3
| false
|
Increase defensive factor exposure
|
P8983
|
Cautious
|
Roth
|
USD
|
2024-07-07
| 889,753
| 136,847
| 752,906
| 1
| 46.7
| 37.3
| 0
| 16
|
VOO:33.3%;BND:33.3%;MSFT:33.3%
|
US:63.9;EU:8.7;APAC:14.8;EM:11.8;Other:0.9
|
Value:+1.0;Growth:+0.9;Quality:-0.5;Size:+1.0;Momentum:+0.1;LowVol:-0.8
|
ESGOnly;MaxPos5%;NoMargin
| 7
| 35
| 3.5
|
trailing 8%
| 151
| 17.3
|
Bull
| 17.4
| 4.32
| 3.2
| 105
| 33
| 73
| 45
| false
|
Buy
|
Add to core equity +1%
| 27
| -28
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| -11
| -58
| 15
| 5
| false
|
Increase defensive factor exposure
|
P8984
|
Active
|
401k
|
USD
|
2025-05-06
| 1,570,177
| 103,235
| 1,466,942
| 1.07
| 53.9
| 28.8
| 8.7
| 8.5
|
VTI:34.1%;TSLA:31.7%;MSFT:34.1%
|
US:72.9;EU:9.0;APAC:7.3;EM:6.7;Other:4.0
|
Value:-0.1;Growth:-0.2;Quality:-0.1;Size:+0.5;Momentum:-0.2;LowVol:-0.6
| null | 7
| 35
| 4.5
|
trailing 9%
| 230
| 20.7
|
Volatile
| 23.1
| 3.77
| 2.7
| 122
| 9
| 64
| 58
| false
|
Buy
|
Add to core equity +1%
| 0
| 8
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| -34
| -1
| 105
| 5
| false
|
Within IPS guidelines
|
P8985
|
Cautious
|
401k
|
USD
|
2024-08-02
| 651,983
| 61,370
| 590,613
| 1
| 36.5
| 44.6
| 8.3
| 10.6
|
VOO:11.2%;BRK.B:13.2%;IEF:25.2%;VNQ:25.2%;TSLA:25.2%
|
US:67.6;EU:15.0;APAC:11.2;EM:5.5;Other:0.7
|
Value:-0.3;Growth:-0.7;Quality:-1.0;Size:-0.5;Momentum:-0.4;LowVol:+0.1
|
ESGOnly;NoMargin
| 6
| 30
| 5.4
|
trailing 8%
| 126
| 19.8
|
Volatile
| 28.4
| 5.3
| 2.9
| 125
| -34
| 35
| 61
| false
|
NoAction
|
Within bands; monitor
| 17
| -1
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 84
| 13
| 166
| 3
| false
|
Tax-aware sells next window
|
P8986
|
Systematic
|
401k
|
USD
|
2025-04-09
| 948,043
| 87,594
| 860,449
| 1
| 61.9
| 31.3
| 0
| 6.8
|
VNQ:23.8%;GLD:23.8%;VTI:23.8%;HYG:14.5%;MUB:14.1%
|
US:75.9;EU:11.8;APAC:7.3;EM:3.9;Other:1.0
|
Value:+0.2;Growth:+0.9;Quality:+0.8;Size:-0.4;Momentum:+0.6;LowVol:+0.3
| null | 7
| 35
| 5.4
|
trailing 8%
| 183
| 20.5
|
Bull
| 15.4
| 4.92
| 3.2
| 82
| 50
| 87
| 57
| false
|
Sell
|
Trim extended winner -1%
| 5
| 2
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| 28
| -40
| 3
| 5
| false
|
Tighten stops on momentum names
|
P8987
|
Hands-off
|
Trust
|
USD
|
2025-01-21
| 329,065
| 32,809
| 296,256
| 1
| 68.6
| 18.2
| 4.4
| 8.8
|
AMZN:27.1%;QQQ:27.1%;MUB:27.1%;BRK.B:18.7%
|
US:65.4;EU:21.1;APAC:8.7;EM:4.1;Other:0.8
|
Value:-0.0;Growth:+0.5;Quality:-0.1;Size:-0.8;Momentum:-0.9;LowVol:0.0
|
MaxPos6%
| 10
| 30
| 5.7
|
trailing 8%
| 95
| 12.4
|
Sideways
| 16.4
| 3.85
| 3.4
| 114
| 44
| 75
| 60
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 3
| -12
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 13
| -28
| -12
| 4
| false
|
Increase defensive factor exposure
|
P8988
|
Hands-off
|
Roth
|
USD
|
2025-09-21
| 533,942
| 26,285
| 507,657
| 1
| 74.7
| 16.3
| 2.9
| 6
|
IEF:35.2%;VTI:29.7%;AAPL:35.2%
|
US:60.6;EU:16.9;APAC:14.5;EM:6.2;Other:1.8
|
Value:+0.2;Growth:-0.2;Quality:+0.6;Size:+0.8;Momentum:-0.6;LowVol:+0.8
|
ESGOnly
| 10
| 25
| 3.7
|
hard 10%
| 130
| 18.4
|
Bull
| 15.5
| 4.92
| 3
| 84
| 46
| 84
| 62
| true
|
Rebalance
|
Rebalance back to target bands
| -7
| 13
|
BrokerB
|
MKT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -23
| -38
| 96
| 4
| false
|
Monitor dispersion and breadth
|
P8989
|
Active
|
IRA
|
USD
|
2025-11-02
| 1,774,975
| 206,646
| 1,568,329
| 1
| 57.5
| 23.8
| 13.3
| 5.3
|
GLD:20.8%;AMZN:14.6%;VOO:21.5%;XLF:21.6%;AAPL:21.6%
|
US:69.2;EU:5.2;APAC:13.2;EM:10.7;Other:1.7
|
Value:+0.3;Growth:-0.6;Quality:+0.6;Size:-1.0;Momentum:+0.4;LowVol:-0.3
|
MaxPos5%
| 8
| 35
| 4.9
|
trailing 8%
| 144
| 24.5
|
Bull
| 17.4
| 4.46
| 3.2
| 120
| 46
| 82
| 57
| false
|
Buy
|
Add to core equity +1%
| 34
| -19
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| -39
| -16
| 14
| 5
| false
|
Monitor dispersion and breadth
|
P8990
|
Hands-off
|
IRA
|
USD
|
2024-10-31
| 211,168
| 9,547
| 201,621
| 1
| 65.7
| 25.7
| 0
| 8.5
|
HYG:29.0%;TLT:22.7%;MUB:29.0%;XLF:19.3%
|
US:59.2;EU:9.1;APAC:16.4;EM:11.3;Other:3.9
|
Value:+0.9;Growth:+0.6;Quality:0.0;Size:-0.6;Momentum:-0.5;LowVol:-0.4
| null | 7
| 30
| 5.9
|
hard 10%
| 113
| 18.3
|
Sideways
| 15.5
| 4.6
| 2.4
| 111
| -27
| 22
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -23
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| -42
| -31
| 94
| 5
| false
|
Within IPS guidelines
|
P8991
|
Cautious
|
Trust
|
USD
|
2025-05-30
| 230,673
| 28,693
| 201,980
| 1
| 43.2
| 31.9
| 10.5
| 14.4
|
XLF:19.8%;MUB:21.9%;BRK.B:19.7%;HYG:13.0%;BND:8.8%;AAPL:16.8%
|
US:61.5;EU:17.5;APAC:7.5;EM:7.4;Other:6.0
|
Value:+0.2;Growth:-0.3;Quality:-0.6;Size:+0.4;Momentum:-0.3;LowVol:+1.0
|
ESGOnly;MaxPos6%;NoMargin
| 6
| 25
| 3.8
|
trailing 10%
| 119
| 12.9
|
Bull
| 12.7
| 4.56
| 3.4
| 90
| 46
| 74
| 29
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -8
|
BrokerA
|
LMT
| 85
| null | null |
Normal monitoring
| 30
| -14
| 143
| 4
| false
|
Increase defensive factor exposure
|
P8992
|
Systematic
|
401k
|
USD
|
2025-10-17
| 595,082
| 52,528
| 542,554
| 1
| 64.7
| 29.8
| 0
| 5.5
|
TSLA:21.4%;MUB:21.4%;MSFT:21.4%;BND:10.5%;BRK.B:12.3%;IEF:13.0%
|
US:72.1;EU:6.7;APAC:9.1;EM:6.0;Other:6.2
|
Value:-0.5;Growth:-0.3;Quality:-0.5;Size:-0.7;Momentum:+0.4;LowVol:-0.5
|
MaxPos7%
| 5
| 25
| 4.8
|
trailing 8%
| 160
| 23.7
|
Bull
| 17.2
| 4.72
| 3.1
| 86
| 101
| 87
| 63
| false
|
Sell
|
Trim extended winner -1%
| -3
| -29
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| -27
| -52
| -9
| 3
| false
|
Tax-aware sells next window
|
P8993
|
Active
|
Trust
|
USD
|
2024-10-14
| 1,384,106
| 151,762
| 1,232,344
| 1
| 67.7
| 25
| 0
| 7.3
|
HYG:27.4%;AMZN:27.4%;AAPL:22.9%;BRK.B:22.3%
|
US:65.6;EU:13.9;APAC:9.3;EM:7.1;Other:4.2
|
Value:-0.9;Growth:+0.4;Quality:+0.8;Size:+0.6;Momentum:+0.7;LowVol:+0.6
|
MaxPos5%
| 10
| 35
| 4.6
|
trailing 8%
| 229
| 19.6
|
Bear
| 32.4
| 4.1
| 2.3
| 156
| 34
| 82
| 90
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 34
| 15
|
BrokerB
|
LMT
| 85
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 117
| 16
| 173
| 5
| false
|
Tax-aware sells next window
|
P8994
|
Active
|
IRA
|
USD
|
2025-03-03
| 1,155,885
| 105,239
| 1,050,646
| 1.15
| 58.1
| 28.2
| 7.2
| 6.5
|
MUB:16.1%;HYG:11.8%;MSFT:24.7%;IEF:24.7%;QQQ:22.7%
|
US:58.9;EU:13.7;APAC:14.9;EM:7.8;Other:4.8
|
Value:0.0;Growth:+0.9;Quality:-0.5;Size:-0.7;Momentum:0.0;LowVol:+0.5
| null | 7
| 35
| 4.5
|
trailing 9%
| 127
| 26.4
|
Bull
| 14.2
| 4.87
| 3.4
| 116
| 68
| 86
| 42
| true
|
Rebalance
|
Rebalance back to target bands
| 9
| -16
|
BrokerC
|
VWAP
| 95
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -2
| -50
| 124
| 4
| false
|
Tax-aware sells next window
|
P8995
|
Opportunistic
|
401k
|
USD
|
2024-09-13
| 1,420,413
| 71,262
| 1,349,151
| 1.06
| 63.3
| 20.4
| 8.8
| 7.5
|
QQQ:21.4%;MUB:27.4%;BRK.B:27.4%;HYG:23.9%
|
US:62.9;EU:16.6;APAC:7.0;EM:9.7;Other:3.7
|
Value:-0.2;Growth:-0.3;Quality:-0.9;Size:+1.0;Momentum:+0.4;LowVol:-0.3
|
MaxPos6%
| 6
| 25
| 4.6
|
hard 12%
| 174
| 33.3
|
Bull
| 17.3
| 4.06
| 2
| 104
| 83
| 81
| 58
| false
|
Sell
|
Trim extended winner -1%
| 30
| -17
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 84
| 8
| 119
| 3
| false
|
Tighten stops on momentum names
|
P8996
|
Cautious
|
401k
|
USD
|
2025-05-22
| 774,944
| 64,763
| 710,181
| 1
| 40.7
| 40.8
| 3.3
| 15.2
|
MUB:25.7%;AMZN:24.3%;QQQ:25.7%;BRK.B:24.4%
|
US:61.4;EU:15.9;APAC:10.6;EM:10.7;Other:1.5
|
Value:+0.9;Growth:-0.2;Quality:+0.2;Size:+0.9;Momentum:+0.3;LowVol:-0.2
|
ESGOnly;NoMargin
| 8
| 25
| 3.1
|
trailing 10%
| 141
| 12.6
|
Volatile
| 24.9
| 3.95
| 4.2
| 155
| 24
| 60
| 60
| true
|
Hedge
|
Buy index puts 1% notional
| 35
| -8
|
BrokerD
|
LMT
| 99
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 0
| -13
| -19
| 2
| false
|
Within IPS guidelines
|
P8997
|
Opportunistic
|
Roth
|
USD
|
2025-09-03
| 1,701,424
| 146,973
| 1,554,451
| 1
| 63.8
| 10.3
| 18.5
| 7.4
|
BRK.B:15.1%;HYG:11.9%;QQQ:20.2%;XLF:14.8%;MSFT:17.2%;AAPL:20.8%
|
US:58.4;EU:15.5;APAC:12.5;EM:10.6;Other:3.0
|
Value:+0.1;Growth:-0.8;Quality:+0.6;Size:+0.8;Momentum:+0.1;LowVol:+0.9
| null | 5
| 30
| 5.7
|
trailing 9%
| 218
| 27.3
|
Sideways
| 19.3
| 4.59
| 2.6
| 134
| 47
| 63
| 64
| false
|
NoAction
|
Within bands; monitor
| 8
| -27
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 23
| -15
| 104
| 5
| false
|
Monitor dispersion and breadth
|
P8998
|
Opportunistic
|
Roth
|
USD
|
2024-08-09
| 404,647
| 20,423
| 384,224
| 1.23
| 61.6
| 14.8
| 17.9
| 5.7
|
QQQ:19.4%;MUB:23.2%;AMZN:23.2%;BND:18.8%;TLT:15.6%
|
US:71.0;EU:9.9;APAC:8.2;EM:9.7;Other:1.2
|
Value:+0.9;Growth:-0.0;Quality:+0.9;Size:+0.4;Momentum:-0.8;LowVol:-0.1
| null | 10
| 35
| 4.5
|
trailing 7%
| 161
| 25.6
|
Bear
| 22
| 3.67
| 1.9
| 132
| -64
| 21
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -30
|
BrokerC
|
VWAP
| 90
| null | null |
Normal monitoring
| 18
| 3
| 38
| 4
| false
|
Tighten stops on momentum names
|
P8999
|
Cautious
|
Taxable
|
USD
|
2025-08-20
| 613,531
| 65,037
| 548,494
| 1
| 38.6
| 39.8
| 4.4
| 17.2
|
MUB:21.8%;VNQ:11.1%;AMZN:21.8%;VOO:21.8%;BRK.B:15.0%;XLF:8.5%
|
US:73.3;EU:13.2;APAC:7.4;EM:3.4;Other:2.7
|
Value:-0.2;Growth:-0.5;Quality:-0.1;Size:-0.5;Momentum:+0.7;LowVol:+0.1
|
NoDerivatives;NoMargin
| 7
| 35
| 5.9
|
trailing 8%
| 161
| 18.8
|
Bull
| 12.6
| 4.91
| 2.7
| 73
| 22
| 58
| 34
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| 8
|
BrokerB
|
MKT
| 92
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 21
| -42
| 49
| 4
| false
|
Tighten stops on momentum names
|
P9000
|
Hands-off
|
Roth
|
USD
|
2025-09-30
| 845,662
| 55,298
| 790,364
| 1
| 57.1
| 18.2
| 15.3
| 9.4
|
BND:21.1%;XLF:26.3%;MSFT:26.3%;MUB:26.3%
|
US:55.5;EU:18.3;APAC:13.6;EM:7.5;Other:5.0
|
Value:-0.2;Growth:-1.0;Quality:+0.1;Size:+0.9;Momentum:-0.7;LowVol:-0.0
|
ESGOnly;MaxPos6%
| 5
| 35
| 3.2
|
trailing 8%
| 90
| 13.4
|
Bear
| 31.8
| 3.66
| 1.4
| 209
| 30
| 76
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -8
| -8
|
BrokerB
|
LMT
| 91
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 72
| -48
| 51
| 5
| false
|
Tighten stops on momentum names
|
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