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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9101
|
Active
|
IRA
|
USD
|
2025-09-14
| 1,156,693
| 97,929
| 1,058,764
| 1.17
| 64.5
| 21.5
| 9
| 5.1
|
AAPL:33.3%;VOO:33.3%;XLF:33.3%
|
US:70.2;EU:15.4;APAC:10.5;EM:3.7;Other:0.2
|
Value:-1.0;Growth:+0.2;Quality:-0.3;Size:-0.4;Momentum:-0.8;LowVol:0.0
| null | 6
| 30
| 4.6
|
trailing 8%
| 129
| 23.8
|
Bull
| 17.5
| 4.64
| 2.8
| 95
| 29
| 50
| 51
| false
|
Buy
|
Add to core equity +1%
| -7
| -7
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 66
| -45
| 119
| 4
| false
|
Within IPS guidelines
|
P9102
|
Cautious
|
Taxable
|
USD
|
2025-06-01
| 462,171
| 68,241
| 393,930
| 1
| 38.1
| 42.4
| 6.3
| 13.3
|
AAPL:16.5%;TLT:17.0%;BRK.B:26.6%;MUB:26.6%;AMZN:13.2%
|
US:64.1;EU:16.0;APAC:11.9;EM:3.4;Other:4.6
|
Value:+0.2;Growth:-0.2;Quality:+0.2;Size:+0.1;Momentum:+0.5;LowVol:+0.1
|
NoDerivatives;NoMargin
| 5
| 35
| 5.9
|
hard 10%
| 141
| 14.8
|
Bear
| 26.3
| 3.89
| 2.1
| 148
| -4
| 37
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| 1
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| -23
| -32
| -2
| 5
| false
|
Within IPS guidelines
|
P9103
|
Hands-off
|
Trust
|
USD
|
2025-08-19
| 453,908
| 44,800
| 409,108
| 1
| 74.2
| 17.7
| 2.4
| 5.7
|
AAPL:20.7%;XLF:13.2%;MSFT:20.7%;GLD:17.2%;BND:13.1%;IEF:15.1%
|
US:70.6;EU:8.2;APAC:7.6;EM:10.6;Other:2.9
|
Value:-0.4;Growth:+0.5;Quality:+0.8;Size:+0.3;Momentum:+0.4;LowVol:+0.8
| null | 8
| 30
| 4
|
hard 10%
| 135
| 14.5
|
Bull
| 16.5
| 3.51
| 2.2
| 115
| 29
| 76
| 47
| false
|
Buy
|
Add to core equity +1%
| 29
| -25
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 92
| 11
| 82
| 3
| false
|
Monitor dispersion and breadth
|
P9104
|
Systematic
|
Trust
|
USD
|
2024-10-15
| 1,137,818
| 77,779
| 1,060,039
| 1
| 62
| 30.5
| 0
| 7.5
|
MSFT:22.0%;QQQ:22.0%;TSLA:21.8%;VNQ:14.5%;IEF:10.4%;VOO:9.3%
|
US:62.9;EU:7.5;APAC:16.8;EM:8.2;Other:4.7
|
Value:+0.5;Growth:-0.7;Quality:+0.1;Size:+0.7;Momentum:+0.3;LowVol:+0.1
|
MaxPos6%
| 7
| 25
| 5.1
|
trailing 9%
| 160
| 16.8
|
Bull
| 13.5
| 4.33
| 2.3
| 110
| 26
| 68
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -10
|
BrokerB
|
VWAP
| 85
| null | null |
Normal monitoring
| 117
| 10
| 227
| 4
| false
|
Tax-aware sells next window
|
P9105
|
Systematic
|
401k
|
USD
|
2025-08-14
| 670,690
| 51,322
| 619,368
| 1
| 66.1
| 24.8
| 0
| 9.1
|
TLT:16.1%;VNQ:14.6%;TSLA:16.8%;MUB:15.8%;XLF:16.8%;BND:19.9%
|
US:65.6;EU:13.6;APAC:12.8;EM:5.2;Other:2.8
|
Value:-0.1;Growth:+0.8;Quality:-0.2;Size:-0.4;Momentum:-0.4;LowVol:-0.2
|
MaxPos6%
| 8
| 35
| 4.8
|
trailing 8%
| 167
| 25.5
|
Bull
| 12.2
| 4.08
| 3.5
| 98
| 17
| 52
| 46
| false
|
Sell
|
Trim extended winner -1%
| 18
| 12
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 0
| -15
| 136
| 5
| false
|
Increase defensive factor exposure
|
P9106
|
Cautious
|
Taxable
|
USD
|
2025-05-02
| 515,280
| 44,200
| 471,080
| 1
| 42.9
| 41.4
| 0
| 15.7
|
AMZN:28.2%;TLT:28.2%;VNQ:28.2%;HYG:15.5%
|
US:69.2;EU:17.0;APAC:8.5;EM:3.3;Other:2.0
|
Value:-1.0;Growth:-0.2;Quality:-0.1;Size:+0.1;Momentum:-0.9;LowVol:0.0
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 25
| 4.8
|
trailing 8%
| 164
| 14.1
|
Bull
| 11.8
| 4.51
| 2.6
| 106
| 12
| 61
| 38
| true
|
Rebalance
|
Rebalance back to target bands
| 13
| -3
|
BrokerB
|
LMT
| 86
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 70
| -36
| 152
| 4
| false
|
Monitor dispersion and breadth
|
P9107
|
Active
|
Trust
|
USD
|
2024-09-17
| 796,756
| 81,703
| 715,053
| 1
| 55.5
| 31.4
| 5.5
| 7.6
|
VNQ:19.9%;QQQ:22.8%;BRK.B:22.8%;GLD:22.8%;TSLA:11.6%
|
US:71.6;EU:13.8;APAC:5.9;EM:6.6;Other:2.2
|
Value:-0.5;Growth:-0.7;Quality:-0.1;Size:-0.4;Momentum:+0.5;LowVol:+0.9
|
MaxPos7%
| 10
| 25
| 5.8
|
trailing 8%
| 202
| 24.9
|
Volatile
| 27.3
| 3.52
| 4.3
| 169
| 24
| 69
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -4
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| 45
| -53
| 55
| 5
| false
|
Within IPS guidelines
|
P9108
|
Hands-off
|
401k
|
USD
|
2025-10-19
| 340,718
| 21,434
| 319,284
| 1
| 68.9
| 21.6
| 4.1
| 5.4
|
BND:21.0%;BRK.B:19.3%;AAPL:18.5%;MUB:19.5%;IEF:21.7%
|
US:65.6;EU:13.0;APAC:6.6;EM:10.1;Other:4.8
|
Value:+0.2;Growth:+0.3;Quality:-0.9;Size:-0.5;Momentum:-0.8;LowVol:+0.1
| null | 8
| 35
| 3.3
|
trailing 8%
| 143
| 18.6
|
Sideways
| 21.5
| 4.72
| 2.6
| 134
| -7
| 35
| 69
| false
|
Buy
|
Add to core equity +1%
| -11
| 8
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 40
| -3
| 171
| 5
| false
|
Monitor dispersion and breadth
|
P9109
|
Hands-off
|
Trust
|
USD
|
2024-08-03
| 583,704
| 47,389
| 536,315
| 1
| 63.7
| 27.2
| 0
| 9.1
|
MUB:9.4%;IEF:22.6%;MSFT:22.6%;QQQ:22.6%;XLF:22.6%
|
US:64.0;EU:16.4;APAC:13.5;EM:4.3;Other:1.8
|
Value:+0.6;Growth:+0.9;Quality:+0.5;Size:-0.8;Momentum:-0.8;LowVol:-1.0
|
ESGOnly;NoDerivatives
| 10
| 30
| 3.3
|
hard 10%
| 169
| 14.1
|
Volatile
| 26.6
| 4.29
| 3
| 111
| 44
| 59
| 69
| false
|
Sell
|
Trim extended winner -1%
| -4
| 13
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 0
| -4
| 114
| 4
| false
|
Increase defensive factor exposure
|
P9110
|
Systematic
|
401k
|
USD
|
2025-02-01
| 448,375
| 35,410
| 412,965
| 1
| 67.1
| 27.3
| 0
| 5.6
|
MUB:33.3%;TLT:33.3%;AAPL:33.3%
|
US:75.7;EU:6.6;APAC:7.3;EM:5.7;Other:4.7
|
Value:+0.7;Growth:-0.6;Quality:+1.0;Size:+0.4;Momentum:-1.0;LowVol:-0.5
| null | 7
| 30
| 5
|
trailing 8%
| 135
| 27.2
|
Bull
| 17.9
| 4.46
| 2.9
| 108
| 54
| 67
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| 10
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| 34
| -14
| 109
| 3
| false
|
Tighten stops on momentum names
|
P9111
|
Systematic
|
IRA
|
USD
|
2024-11-05
| 1,666,365
| 148,777
| 1,517,588
| 1
| 56.7
| 20.3
| 15.4
| 7.7
|
BND:34.2%;IEF:31.5%;HYG:34.2%
|
US:66.2;EU:11.7;APAC:9.2;EM:11.3;Other:1.6
|
Value:-0.4;Growth:+0.6;Quality:-0.1;Size:+0.2;Momentum:-0.5;LowVol:-0.9
|
NoDerivatives
| 7
| 35
| 5.2
|
trailing 8%
| 224
| 26.5
|
Bear
| 26.3
| 3.49
| 1.8
| 188
| -41
| 16
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 21
| -27
|
BrokerA
|
MKT
| 98
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -42
| -43
| -39
| 3
| false
|
Within IPS guidelines
|
P9112
|
Systematic
|
Roth
|
USD
|
2025-05-29
| 1,908,870
| 160,421
| 1,748,449
| 1
| 61.5
| 21
| 9.9
| 7.5
|
IEF:22.4%;AAPL:19.4%;QQQ:22.4%;TSLA:13.4%;TLT:22.4%
|
US:64.2;EU:14.0;APAC:13.5;EM:6.9;Other:1.4
|
Value:-0.1;Growth:-0.0;Quality:-0.5;Size:-0.6;Momentum:-0.7;LowVol:+0.3
|
MaxPos5%
| 6
| 30
| 5.6
|
trailing 9%
| 171
| 23.8
|
Bull
| 13.7
| 3.84
| 3
| 99
| 58
| 94
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -39
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 71
| -11
| 92
| 4
| false
|
Increase defensive factor exposure
|
P9113
|
Hands-off
|
IRA
|
USD
|
2024-09-03
| 438,881
| 18,938
| 419,943
| 1
| 61.2
| 17.9
| 12.7
| 8.2
|
HYG:33.3%;GLD:33.3%;BRK.B:33.3%
|
US:58.3;EU:18.5;APAC:12.4;EM:7.1;Other:3.7
|
Value:-0.2;Growth:-0.9;Quality:-0.2;Size:-0.5;Momentum:-0.5;LowVol:-1.0
|
ESGOnly;MaxPos8%
| 5
| 25
| 4.6
|
hard 10%
| 96
| 15.3
|
Bull
| 14.6
| 3.7
| 2.5
| 96
| 100
| 100
| 45
| false
|
Sell
|
Trim extended winner -1%
| 34
| -31
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| 78
| -59
| 144
| 3
| false
|
Tax-aware sells next window
|
P9114
|
Active
|
Trust
|
USD
|
2025-05-04
| 2,105,512
| 150,636
| 1,954,876
| 1
| 63.5
| 27.8
| 0
| 8.7
|
AAPL:33.3%;BND:33.3%;XLF:33.3%
|
US:65.4;EU:6.7;APAC:17.0;EM:8.1;Other:2.8
|
Value:+0.8;Growth:+0.5;Quality:+0.1;Size:+0.3;Momentum:-0.2;LowVol:-0.8
| null | 5
| 30
| 4.5
|
trailing 9%
| 127
| 24.6
|
Bear
| 27
| 3.92
| 1.8
| 207
| 8
| 52
| 68
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -6
| 14
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 10
| -6
| -10
| 3
| false
|
Tax-aware sells next window
|
P9115
|
Active
|
Taxable
|
USD
|
2025-03-31
| 837,857
| 89,314
| 748,543
| 1
| 62.4
| 29.1
| 0
| 8.5
|
XLF:17.8%;BND:19.4%;GLD:13.8%;VOO:20.0%;HYG:19.1%;MSFT:9.9%
|
US:66.6;EU:8.0;APAC:11.3;EM:10.4;Other:3.7
|
Value:-0.2;Growth:-0.1;Quality:+0.7;Size:+0.4;Momentum:+0.7;LowVol:+0.6
|
MaxPos8%
| 8
| 25
| 5.4
|
hard 12%
| 226
| 17
|
Volatile
| 20.3
| 4.61
| 4.1
| 166
| -25
| 23
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| -1
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| 18
| -10
| -2
| 5
| false
|
Tax-aware sells next window
|
P9116
|
Cautious
|
Trust
|
USD
|
2024-08-11
| 535,604
| 52,390
| 483,214
| 1
| 45.8
| 36.2
| 4.9
| 13.2
|
BRK.B:27.6%;GLD:27.6%;AAPL:27.6%;MUB:17.2%
|
US:69.3;EU:6.6;APAC:11.9;EM:11.3;Other:0.9
|
Value:-0.9;Growth:+0.7;Quality:+0.9;Size:+0.4;Momentum:+0.3;LowVol:-0.9
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 35
| 5.7
|
trailing 8%
| 109
| 14
|
Volatile
| 24.7
| 4.65
| 2.2
| 166
| 68
| 97
| 52
| false
|
Sell
|
Trim extended winner -1%
| -2
| -13
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 112
| -25
| 103
| 5
| false
|
Monitor dispersion and breadth
|
P9117
|
Active
|
IRA
|
USD
|
2025-01-15
| 1,453,740
| 134,592
| 1,319,148
| 1
| 62.3
| 20.6
| 11.2
| 5.9
|
MSFT:12.9%;MUB:17.6%;XLF:16.1%;VTI:19.8%;GLD:20.4%;VNQ:13.2%
|
US:56.8;EU:20.2;APAC:11.9;EM:6.3;Other:4.9
|
Value:+0.7;Growth:+1.0;Quality:-0.9;Size:+0.3;Momentum:+0.3;LowVol:-0.9
| null | 10
| 35
| 4.3
|
trailing 8%
| 187
| 26.1
|
Volatile
| 31.1
| 4.28
| 3
| 139
| 61
| 90
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -5
| -34
|
BrokerC
|
LMT
| 96
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -57
| -31
| 9
| 2
| false
|
Tighten stops on momentum names
|
P9118
|
Cautious
|
Trust
|
USD
|
2024-07-30
| 435,306
| 60,668
| 374,638
| 1
| 46.7
| 35.1
| 1.1
| 17.2
|
GLD:33.3%;IEF:33.3%;QQQ:33.3%
|
US:74.4;EU:9.2;APAC:8.6;EM:3.5;Other:4.2
|
Value:-0.5;Growth:-0.4;Quality:+0.4;Size:-0.5;Momentum:-0.2;LowVol:-1.0
|
ESGOnly;MaxPos7%;NoMargin
| 6
| 35
| 5.8
|
trailing 8%
| 163
| 14.2
|
Bull
| 16.6
| 4.85
| 3.2
| 75
| 6
| 45
| 51
| false
|
Buy
|
Add to core equity +1%
| 13
| -7
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| 17
| -15
| 68
| 4
| false
|
Monitor dispersion and breadth
|
P9119
|
Cautious
|
Roth
|
USD
|
2025-03-07
| 423,214
| 55,905
| 367,309
| 1
| 46.4
| 41.4
| 0
| 12.2
|
AMZN:38.7%;HYG:22.6%;TLT:38.7%
|
US:72.2;EU:6.8;APAC:6.6;EM:12.0;Other:2.4
|
Value:-0.5;Growth:+0.1;Quality:+0.1;Size:+0.2;Momentum:+0.9;LowVol:-0.5
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 6
| 30
| 4
|
trailing 8%
| 135
| 19.2
|
Bull
| 17.6
| 4.23
| 2.7
| 82
| 65
| 78
| 48
| false
|
Buy
|
Add to core equity +1%
| 7
| -8
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| 63
| 16
| 75
| 3
| false
|
Within IPS guidelines
|
P9120
|
Systematic
|
IRA
|
USD
|
2024-09-20
| 1,647,600
| 93,529
| 1,554,071
| 1
| 62.7
| 30.2
| 0
| 7.1
|
MUB:33.3%;HYG:33.3%;BND:33.3%
|
US:69.4;EU:5.7;APAC:11.6;EM:8.7;Other:4.7
|
Value:-0.7;Growth:-0.6;Quality:-0.7;Size:+0.7;Momentum:-1.0;LowVol:+0.5
|
NoDerivatives
| 10
| 30
| 5.1
|
trailing 8%
| 200
| 23.6
|
Bear
| 27.7
| 3.99
| 2.2
| 155
| 7
| 65
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| 12
|
BrokerA
|
VWAP
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 53
| -23
| 109
| 5
| false
|
Tax-aware sells next window
|
P9121
|
Opportunistic
|
IRA
|
USD
|
2025-02-23
| 1,016,800
| 82,085
| 934,715
| 1.08
| 74
| 18.2
| 2.8
| 5
|
VNQ:13.5%;BND:7.1%;XLF:11.8%;BRK.B:22.5%;QQQ:22.5%;TSLA:22.5%
|
US:69.4;EU:17.7;APAC:7.4;EM:4.4;Other:1.1
|
Value:-0.0;Growth:+0.5;Quality:+0.6;Size:-0.3;Momentum:+0.3;LowVol:-0.1
|
MaxPos8%
| 7
| 25
| 4.4
|
trailing 9%
| 238
| 23.8
|
Bull
| 16.8
| 4.57
| 3.3
| 73
| 84
| 100
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| 2
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 110
| -26
| 172
| 4
| false
|
Tax-aware sells next window
|
P9122
|
Cautious
|
IRA
|
USD
|
2025-11-15
| 399,796
| 47,618
| 352,178
| 1
| 47.4
| 35.1
| 6.5
| 11.1
|
TSLA:19.0%;QQQ:19.3%;BRK.B:18.3%;VTI:19.0%;AAPL:19.4%;IEF:5.1%
|
US:76.2;EU:8.1;APAC:8.1;EM:3.1;Other:4.4
|
Value:+0.5;Growth:+0.1;Quality:-0.3;Size:-0.9;Momentum:-1.0;LowVol:-0.2
|
NoDerivatives;NoMargin
| 5
| 35
| 4.3
|
trailing 8%
| 147
| 14.3
|
Sideways
| 17.1
| 4.37
| 2.2
| 117
| 39
| 65
| 47
| false
|
NoAction
|
Within bands; monitor
| 14
| -36
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 24
| -1
| -14
| 3
| false
|
Within IPS guidelines
|
P9123
|
Active
|
401k
|
USD
|
2024-10-05
| 1,031,129
| 111,202
| 919,927
| 1
| 52.9
| 19.1
| 20.4
| 7.6
|
IEF:19.9%;MSFT:23.0%;BRK.B:21.8%;GLD:12.2%;HYG:23.0%
|
US:63.4;EU:15.8;APAC:9.9;EM:10.2;Other:0.8
|
Value:-1.0;Growth:-0.5;Quality:-0.0;Size:-0.6;Momentum:-0.1;LowVol:-0.1
|
MaxPos8%;NoDerivatives
| 7
| 30
| 5.2
|
trailing 9%
| 164
| 27.6
|
Volatile
| 30.6
| 4.91
| 4.2
| 145
| -37
| 19
| 62
| false
|
NoAction
|
Within bands; monitor
| 24
| 12
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 81
| -20
| 97
| 3
| false
|
Monitor dispersion and breadth
|
P9124
|
Opportunistic
|
401k
|
USD
|
2025-11-16
| 797,880
| 67,213
| 730,667
| 1.1
| 75.6
| 10.4
| 5.5
| 8.4
|
QQQ:23.5%;HYG:20.8%;MUB:16.6%;TLT:15.7%;IEF:23.5%
|
US:64.4;EU:15.8;APAC:7.3;EM:8.8;Other:3.7
|
Value:-1.0;Growth:-0.5;Quality:+1.0;Size:-0.3;Momentum:+0.3;LowVol:+0.7
|
MaxPos6%
| 7
| 25
| 5
|
trailing 7%
| 231
| 30.7
|
Bull
| 14.9
| 4.36
| 2.6
| 86
| 86
| 93
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| 12
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 119
| 15
| 121
| 5
| false
|
Within IPS guidelines
|
P9125
|
Opportunistic
|
401k
|
USD
|
2025-12-11
| 1,543,454
| 126,356
| 1,417,098
| 1
| 72.7
| 20.5
| 0
| 6.8
|
VOO:28.1%;AAPL:15.7%;QQQ:28.1%;VTI:28.1%
|
US:68.6;EU:13.8;APAC:13.7;EM:3.6;Other:0.3
|
Value:-0.3;Growth:-0.5;Quality:+0.1;Size:+0.3;Momentum:-0.5;LowVol:-0.5
|
NoDerivatives
| 5
| 25
| 5.9
|
trailing 7%
| 198
| 31.2
|
Bear
| 23.8
| 3.61
| 1.1
| 140
| -85
| 14
| 66
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 17
| 11
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 86
| -5
| 78
| 3
| false
|
Increase defensive factor exposure
|
P9126
|
Systematic
|
IRA
|
USD
|
2025-02-04
| 593,300
| 37,802
| 555,498
| 1
| 56.5
| 29.1
| 7.5
| 6.9
|
XLF:15.1%;AAPL:23.0%;HYG:15.9%;VOO:23.0%;VNQ:23.0%
|
US:66.2;EU:17.3;APAC:11.8;EM:4.3;Other:0.4
|
Value:+0.5;Growth:+0.6;Quality:+0.3;Size:-0.8;Momentum:+1.0;LowVol:-0.7
| null | 8
| 30
| 5
|
trailing 9%
| 186
| 17.1
|
Volatile
| 25.5
| 5.16
| 2.4
| 127
| 61
| 90
| 58
| false
|
Buy
|
Add to core equity +1%
| 31
| 7
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| -41
| -21
| -24
| 5
| false
|
Monitor dispersion and breadth
|
P9127
|
Active
|
Roth
|
USD
|
2025-10-01
| 1,359,110
| 126,578
| 1,232,532
| 1
| 56.2
| 28.5
| 10.3
| 5
|
BRK.B:16.1%;BND:28.0%;TSLA:28.0%;MSFT:28.0%
|
US:66.4;EU:13.1;APAC:8.4;EM:9.9;Other:2.2
|
Value:-0.3;Growth:-0.5;Quality:+0.6;Size:+0.3;Momentum:-0.7;LowVol:+1.0
|
MaxPos8%;NoDerivatives
| 6
| 35
| 6
|
trailing 8%
| 163
| 23.7
|
Volatile
| 28
| 4.81
| 4.4
| 137
| -43
| 25
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| -6
|
BrokerA
|
VWAP
| 92
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 59
| -39
| 181
| 4
| true
|
Tax-aware sells next window
|
P9128
|
Hands-off
|
Taxable
|
USD
|
2025-01-21
| 546,004
| 36,112
| 509,892
| 1
| 64.6
| 18.4
| 9.2
| 7.8
|
AMZN:33.3%;BRK.B:33.3%;BND:33.3%
|
US:61.9;EU:18.4;APAC:7.0;EM:7.4;Other:5.2
|
Value:+1.0;Growth:-0.8;Quality:+0.1;Size:+0.4;Momentum:+0.7;LowVol:+0.7
|
MaxPos8%;NoDerivatives
| 10
| 35
| 5.4
|
trailing 8%
| 117
| 16.3
|
Volatile
| 21.7
| 4.93
| 3.8
| 112
| 66
| 74
| 64
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 34
| -22
|
BrokerD
|
LMT
| 85
| null | null |
Normal monitoring
| 23
| -34
| -17
| 3
| false
|
Within IPS guidelines
|
P9129
|
Systematic
|
Roth
|
USD
|
2024-10-07
| 910,313
| 77,719
| 832,594
| 1
| 65.5
| 25.5
| 0
| 9
|
AMZN:34.7%;VOO:34.7%;BRK.B:30.6%
|
US:67.7;EU:11.7;APAC:8.4;EM:5.9;Other:6.3
|
Value:-0.6;Growth:+0.6;Quality:+0.6;Size:+0.2;Momentum:-0.3;LowVol:+0.6
|
MaxPos5%;NoDerivatives
| 6
| 35
| 5.5
|
trailing 8%
| 178
| 21.9
|
Sideways
| 15.4
| 4.09
| 3
| 122
| -13
| 35
| 48
| false
|
NoAction
|
Within bands; monitor
| -15
| -36
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| 46
| -14
| 72
| 4
| false
|
Within IPS guidelines
|
P9130
|
Cautious
|
Taxable
|
USD
|
2025-03-17
| 743,853
| 109,507
| 634,346
| 1
| 51.5
| 34.3
| 0
| 14.3
|
MSFT:33.3%;XLF:33.3%;TLT:33.3%
|
US:58.9;EU:21.0;APAC:8.1;EM:11.1;Other:1.0
|
Value:+0.7;Growth:+0.6;Quality:-0.8;Size:+0.3;Momentum:-0.2;LowVol:+0.2
|
ESGOnly;NoMargin
| 10
| 35
| 5.5
|
trailing 8%
| 95
| 12.6
|
Volatile
| 23.8
| 4.83
| 3.9
| 133
| 22
| 51
| 62
| false
|
Buy
|
Add to core equity +1%
| 23
| 2
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| 63
| 20
| 125
| 3
| false
|
Increase defensive factor exposure
|
P9131
|
Cautious
|
IRA
|
USD
|
2024-12-15
| 330,599
| 36,261
| 294,338
| 1
| 50.7
| 30.7
| 3.9
| 14.8
|
HYG:17.0%;TSLA:22.4%;AAPL:22.4%;MUB:18.2%;VOO:20.1%
|
US:71.6;EU:15.6;APAC:6.7;EM:5.0;Other:1.1
|
Value:+0.5;Growth:-0.7;Quality:+0.6;Size:0.0;Momentum:-0.3;LowVol:-0.4
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 8
| 25
| 4.1
|
trailing 8%
| 118
| 16.6
|
Sideways
| 21.8
| 4.06
| 2
| 134
| -16
| 42
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -22
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 10
| -7
| 100
| 5
| false
|
Within IPS guidelines
|
P9132
|
Systematic
|
Trust
|
USD
|
2024-09-12
| 1,393,499
| 120,923
| 1,272,576
| 1
| 69.5
| 23.2
| 0.9
| 6.4
|
HYG:21.0%;VTI:9.7%;AAPL:19.9%;QQQ:16.8%;BRK.B:11.6%;IEF:21.0%
|
US:67.5;EU:8.3;APAC:12.8;EM:6.8;Other:4.6
|
Value:+0.1;Growth:+0.1;Quality:-0.9;Size:-0.4;Momentum:-0.9;LowVol:+0.6
|
NoDerivatives
| 5
| 25
| 5.3
|
hard 12%
| 149
| 17.2
|
Bear
| 31.2
| 3.26
| 1.4
| 171
| 24
| 72
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| 4
|
BrokerD
|
LMT
| 86
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 101
| 0
| 61
| 4
| false
|
Monitor dispersion and breadth
|
P9133
|
Active
|
Roth
|
USD
|
2025-05-24
| 1,864,706
| 222,924
| 1,641,782
| 1
| 54.6
| 18.9
| 16.5
| 10
|
BRK.B:33.3%;HYG:33.3%;QQQ:33.3%
|
US:63.7;EU:8.3;APAC:13.2;EM:14.0;Other:0.8
|
Value:-0.2;Growth:-0.7;Quality:-0.2;Size:+0.7;Momentum:+0.6;LowVol:+0.5
| null | 5
| 30
| 4.5
|
hard 12%
| 122
| 27.9
|
Volatile
| 23.2
| 4.7
| 2.3
| 161
| 10
| 44
| 60
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -10
| -7
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 43
| 2
| 133
| 5
| false
|
Increase defensive factor exposure
|
P9134
|
Cautious
|
Roth
|
USD
|
2025-11-09
| 503,861
| 78,957
| 424,904
| 1
| 51.6
| 34.6
| 0
| 13.9
|
QQQ:33.3%;AAPL:33.3%;VNQ:33.3%
|
US:75.4;EU:8.0;APAC:9.2;EM:5.0;Other:2.3
|
Value:-0.8;Growth:-0.5;Quality:-0.6;Size:+1.0;Momentum:-0.2;LowVol:+0.2
|
MaxPos5%;NoMargin
| 8
| 35
| 5.5
|
hard 10%
| 115
| 17.1
|
Bull
| 16.5
| 4.76
| 2.3
| 82
| 78
| 86
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| 13
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| 68
| -17
| 106
| 3
| false
|
Increase defensive factor exposure
|
P9135
|
Systematic
|
Taxable
|
USD
|
2025-03-13
| 1,038,463
| 96,406
| 942,057
| 1
| 58.5
| 30.8
| 1.9
| 8.8
|
IEF:12.5%;VTI:20.9%;TSLA:13.6%;BND:20.9%;BRK.B:11.1%;MSFT:20.9%
|
US:56.5;EU:17.5;APAC:11.7;EM:10.7;Other:3.7
|
Value:+0.2;Growth:-0.2;Quality:-0.8;Size:-1.0;Momentum:+0.7;LowVol:+0.2
|
MaxPos8%;NoDerivatives
| 7
| 25
| 5.5
|
trailing 9%
| 204
| 16.5
|
Bear
| 23.2
| 4.18
| 2.2
| 213
| -108
| 5
| 64
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| -37
|
BrokerA
|
VWAP
| 92
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -1
| -56
| 124
| 5
| false
|
Increase defensive factor exposure
|
P9136
|
Active
|
Taxable
|
USD
|
2025-10-08
| 1,116,333
| 81,116
| 1,035,217
| 1.07
| 58.2
| 19.3
| 15.8
| 6.7
|
BND:21.4%;AAPL:16.3%;MUB:10.1%;MSFT:16.1%;QQQ:21.4%;GLD:14.8%
|
US:61.5;EU:22.1;APAC:10.2;EM:4.0;Other:2.1
|
Value:-0.4;Growth:+0.8;Quality:-0.2;Size:+0.1;Momentum:+0.3;LowVol:+0.2
| null | 6
| 25
| 5.2
|
trailing 8%
| 126
| 18.4
|
Volatile
| 28.8
| 3.93
| 4.3
| 153
| 7
| 49
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| 8
|
BrokerB
|
MKT
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 48
| -12
| 134
| 5
| false
|
Within IPS guidelines
|
P9137
|
Opportunistic
|
Taxable
|
USD
|
2025-10-12
| 888,749
| 72,777
| 815,972
| 1.1
| 60.3
| 15.5
| 19.6
| 4.6
|
GLD:20.5%;QQQ:20.4%;TLT:15.0%;AMZN:10.7%;IEF:20.5%;AAPL:12.9%
|
US:70.8;EU:14.5;APAC:6.4;EM:7.4;Other:1.0
|
Value:-0.4;Growth:+0.4;Quality:+0.3;Size:+0.3;Momentum:+0.5;LowVol:-0.3
| null | 10
| 25
| 6.2
|
hard 12%
| 257
| 24.3
|
Volatile
| 20.7
| 3.84
| 3.3
| 131
| -28
| 37
| 63
| false
|
Buy
|
Add to core equity +1%
| 30
| -37
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| 56
| -13
| 55
| 3
| false
|
Tighten stops on momentum names
|
P9138
|
Systematic
|
Taxable
|
USD
|
2025-08-11
| 1,240,168
| 95,530
| 1,144,638
| 1
| 56.8
| 33.1
| 3
| 7
|
VNQ:17.5%;HYG:15.5%;QQQ:24.6%;BRK.B:24.6%;VTI:17.7%
|
US:62.0;EU:16.2;APAC:10.5;EM:9.9;Other:1.5
|
Value:-1.0;Growth:+0.2;Quality:+0.4;Size:-1.0;Momentum:+0.1;LowVol:-0.2
|
NoDerivatives
| 10
| 30
| 5.4
|
trailing 9%
| 164
| 20.1
|
Volatile
| 21.9
| 3.99
| 2.3
| 175
| -14
| 30
| 58
| false
|
NoAction
|
Within bands; monitor
| 11
| -33
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 98
| -44
| 130
| 3
| false
|
Tax-aware sells next window
|
P9139
|
Cautious
|
IRA
|
USD
|
2024-09-15
| 339,047
| 42,596
| 296,451
| 1
| 38.2
| 35.3
| 9
| 17.6
|
AAPL:33.3%;MUB:33.3%;AMZN:33.3%
|
US:67.2;EU:8.7;APAC:6.9;EM:15.6;Other:1.6
|
Value:+0.9;Growth:-1.0;Quality:+0.4;Size:+0.4;Momentum:+0.8;LowVol:+0.1
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 6
| 30
| 4.5
|
trailing 8%
| 163
| 13.9
|
Volatile
| 28
| 3.8
| 3.1
| 126
| 27
| 63
| 55
| false
|
NoAction
|
Within bands; monitor
| 21
| 6
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 41
| -12
| 112
| 5
| false
|
Monitor dispersion and breadth
|
P9140
|
Hands-off
|
Roth
|
USD
|
2025-07-25
| 803,733
| 68,210
| 735,523
| 1
| 67.8
| 24
| 0
| 8.2
|
VTI:24.6%;AAPL:26.4%;GLD:22.7%;VOO:26.4%
|
US:72.5;EU:9.5;APAC:9.5;EM:7.4;Other:1.2
|
Value:+0.5;Growth:+0.8;Quality:+0.6;Size:-0.3;Momentum:+0.3;LowVol:-0.1
| null | 10
| 25
| 4
|
trailing 8%
| 140
| 14.7
|
Bear
| 34.4
| 4.46
| 2.5
| 183
| -52
| 25
| 99
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| 10
|
BrokerD
|
LMT
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 80
| -35
| 185
| 5
| false
|
Tighten stops on momentum names
|
P9141
|
Systematic
|
Trust
|
USD
|
2024-07-28
| 981,540
| 47,728
| 933,812
| 1
| 58.1
| 32.3
| 4.5
| 5.2
|
HYG:7.9%;VNQ:20.9%;VTI:20.2%;BRK.B:20.5%;MSFT:20.0%;TLT:10.6%
|
US:65.4;EU:10.9;APAC:12.2;EM:9.6;Other:1.8
|
Value:+0.6;Growth:-0.2;Quality:+1.0;Size:+0.1;Momentum:-1.0;LowVol:-0.2
| null | 8
| 30
| 4.1
|
trailing 8%
| 217
| 21.5
|
Volatile
| 28.3
| 4.76
| 3.6
| 122
| -41
| 44
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| -2
| 0
|
BrokerB
|
LMT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -58
| -39
| -31
| 2
| false
|
Increase defensive factor exposure
|
P9142
|
Active
|
Roth
|
USD
|
2024-09-17
| 615,194
| 48,299
| 566,895
| 1
| 53.8
| 19.3
| 20.4
| 6.4
|
VTI:9.5%;GLD:23.4%;VNQ:9.8%;HYG:23.4%;MUB:23.4%;QQQ:10.5%
|
US:63.1;EU:9.5;APAC:13.1;EM:11.8;Other:2.5
|
Value:-0.1;Growth:+0.2;Quality:+0.2;Size:-0.5;Momentum:+0.4;LowVol:-0.9
|
NoDerivatives
| 5
| 30
| 4.7
|
trailing 9%
| 200
| 25.6
|
Bull
| 16.5
| 4.23
| 2.3
| 98
| 69
| 83
| 47
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| -40
|
BrokerD
|
MKT
| 92
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 78
| -28
| 208
| 3
| false
|
Within IPS guidelines
|
P9143
|
Opportunistic
|
IRA
|
USD
|
2025-05-11
| 881,119
| 59,241
| 821,878
| 1
| 66.8
| 18.8
| 8.2
| 6.3
|
TLT:33.3%;MUB:33.3%;GLD:33.3%
|
US:73.0;EU:10.6;APAC:11.6;EM:3.5;Other:1.3
|
Value:+0.2;Growth:-0.6;Quality:+0.5;Size:-0.4;Momentum:+0.2;LowVol:-0.2
|
MaxPos7%
| 10
| 25
| 5
|
trailing 7%
| 177
| 30.5
|
Bull
| 13.3
| 4.52
| 2.6
| 116
| 72
| 99
| 50
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 5
| -19
|
BrokerB
|
VWAP
| 93
| null | null |
Normal monitoring
| 113
| -41
| 188
| 4
| false
|
Monitor dispersion and breadth
|
P9144
|
Opportunistic
|
Roth
|
USD
|
2025-07-10
| 1,413,088
| 92,262
| 1,320,826
| 1.23
| 76.5
| 15.6
| 2.8
| 5.1
|
HYG:12.9%;XLF:18.3%;BRK.B:22.4%;TSLA:7.9%;MUB:16.0%;GLD:22.4%
|
US:66.2;EU:19.4;APAC:5.7;EM:5.1;Other:3.7
|
Value:-0.6;Growth:-0.0;Quality:-0.3;Size:+0.7;Momentum:+1.0;LowVol:-0.1
|
NoDerivatives
| 10
| 35
| 6.5
|
trailing 7%
| 213
| 26.4
|
Bull
| 11.4
| 3.66
| 2.1
| 81
| 4
| 42
| 44
| false
|
Buy
|
Add to core equity +1%
| -5
| -17
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 113
| 15
| 102
| 5
| false
|
Tighten stops on momentum names
|
P9145
|
Cautious
|
Taxable
|
USD
|
2024-10-13
| 856,281
| 75,236
| 781,045
| 1
| 41.1
| 30.6
| 11.8
| 16.4
|
QQQ:27.4%;MSFT:21.0%;VNQ:27.4%;IEF:24.2%
|
US:67.8;EU:7.3;APAC:13.9;EM:10.0;Other:1.0
|
Value:-0.5;Growth:+0.1;Quality:+0.3;Size:0.0;Momentum:-0.4;LowVol:+0.1
|
NoMargin
| 6
| 35
| 3.7
|
trailing 10%
| 122
| 17.8
|
Sideways
| 21.5
| 4.99
| 2.3
| 91
| -27
| 48
| 56
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -2
| -6
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| 94
| -22
| 210
| 3
| false
|
Tax-aware sells next window
|
P9146
|
Active
|
Taxable
|
USD
|
2024-09-11
| 1,730,403
| 185,446
| 1,544,957
| 1
| 63.4
| 26.9
| 3.5
| 6.2
|
QQQ:16.8%;BRK.B:22.5%;XLF:22.5%;MSFT:15.8%;VTI:22.5%
|
US:62.6;EU:15.3;APAC:10.5;EM:8.1;Other:3.4
|
Value:+0.2;Growth:+0.1;Quality:+0.2;Size:+0.4;Momentum:-0.7;LowVol:-0.9
| null | 8
| 30
| 4.1
|
trailing 9%
| 129
| 27.5
|
Bull
| 16.4
| 4.66
| 2.6
| 82
| 34
| 70
| 49
| false
|
Buy
|
Add to core equity +1%
| 14
| -34
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 81
| -32
| 189
| 3
| false
|
Tighten stops on momentum names
|
P9147
|
Systematic
|
401k
|
USD
|
2025-10-30
| 1,270,260
| 99,514
| 1,170,746
| 1
| 65.2
| 28.1
| 0
| 6.7
|
AAPL:27.1%;BND:19.3%;MSFT:26.5%;MUB:27.1%
|
US:62.8;EU:17.1;APAC:7.5;EM:8.7;Other:3.8
|
Value:-0.5;Growth:-0.1;Quality:+0.1;Size:-0.3;Momentum:+0.5;LowVol:+0.5
|
NoDerivatives
| 5
| 25
| 4.4
|
trailing 9%
| 148
| 16.2
|
Bull
| 16.8
| 3.69
| 2.9
| 71
| 55
| 73
| 53
| false
|
Buy
|
Add to core equity +1%
| -12
| -1
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 83
| -53
| 145
| 3
| false
|
Within IPS guidelines
|
P9148
|
Hands-off
|
401k
|
USD
|
2024-08-04
| 228,925
| 14,354
| 214,571
| 1
| 69.7
| 18
| 3.2
| 9
|
VTI:15.5%;MSFT:28.2%;MUB:28.2%;TLT:28.2%
|
US:65.8;EU:10.5;APAC:10.2;EM:9.3;Other:4.2
|
Value:-0.1;Growth:-0.9;Quality:0.0;Size:+0.2;Momentum:-0.7;LowVol:0.0
|
MaxPos5%;NoDerivatives
| 5
| 35
| 3.2
|
trailing 10%
| 108
| 14.1
|
Sideways
| 19.1
| 4.55
| 3.3
| 119
| -13
| 36
| 53
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| -28
|
BrokerA
|
VWAP
| 85
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 66
| -1
| 140
| 5
| false
|
Tax-aware sells next window
|
P9149
|
Cautious
|
Roth
|
USD
|
2025-09-22
| 392,056
| 36,018
| 356,038
| 1
| 45.8
| 39.6
| 0
| 14.6
|
VOO:19.7%;MSFT:28.0%;QQQ:28.0%;IEF:24.4%
|
US:74.0;EU:5.9;APAC:11.3;EM:4.7;Other:4.1
|
Value:-0.5;Growth:-0.7;Quality:-1.0;Size:+0.7;Momentum:-0.2;LowVol:-0.7
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 5
| 35
| 4.8
|
hard 10%
| 169
| 18.7
|
Sideways
| 14.6
| 3.65
| 3.1
| 128
| 25
| 64
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| 6
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| 35
| -47
| 106
| 4
| false
|
Increase defensive factor exposure
|
P9150
|
Cautious
|
Trust
|
USD
|
2025-03-23
| 850,003
| 89,168
| 760,835
| 1
| 40.4
| 36.9
| 10.4
| 12.4
|
VOO:25.7%;GLD:25.7%;XLF:25.7%;AMZN:10.5%;TLT:12.5%
|
US:65.1;EU:16.9;APAC:6.1;EM:8.0;Other:3.9
|
Value:+0.1;Growth:+0.2;Quality:-0.8;Size:0.0;Momentum:+0.3;LowVol:+0.1
|
NoDerivatives;NoMargin
| 5
| 35
| 3.5
|
trailing 8%
| 90
| 19.2
|
Sideways
| 17.4
| 4.11
| 2.4
| 116
| 47
| 87
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| 4
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -21
| -6
| 63
| 3
| false
|
Within IPS guidelines
|
P9151
|
Cautious
|
Taxable
|
USD
|
2025-12-02
| 747,071
| 108,106
| 638,965
| 1
| 36.1
| 32.9
| 16.2
| 14.8
|
MSFT:19.3%;HYG:21.5%;TLT:15.3%;XLF:20.5%;AAPL:8.4%;TSLA:15.0%
|
US:58.1;EU:12.8;APAC:16.0;EM:12.1;Other:1.1
|
Value:-0.7;Growth:+0.9;Quality:+0.4;Size:-0.9;Momentum:-0.7;LowVol:0.0
|
ESGOnly;MaxPos8%;NoMargin
| 6
| 30
| 4.1
|
hard 10%
| 102
| 13.2
|
Bear
| 26.8
| 3.05
| 1.4
| 160
| 18
| 52
| 60
| false
|
Sell
|
Trim extended winner -1%
| 14
| -15
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| -46
| -50
| 67
| 4
| false
|
Increase defensive factor exposure
|
P9152
|
Opportunistic
|
401k
|
USD
|
2025-02-07
| 322,807
| 13,779
| 309,028
| 1.09
| 70.1
| 16.5
| 5.5
| 7.9
|
VOO:12.0%;BND:24.4%;TLT:21.8%;AMZN:17.5%;GLD:24.4%
|
US:68.5;EU:8.5;APAC:13.7;EM:6.9;Other:2.5
|
Value:+0.8;Growth:-0.7;Quality:+0.8;Size:+0.8;Momentum:+0.6;LowVol:-0.9
|
MaxPos6%;NoDerivatives
| 5
| 35
| 4.3
|
hard 12%
| 219
| 23.9
|
Sideways
| 17.6
| 4.05
| 3.3
| 116
| -6
| 53
| 49
| false
|
NoAction
|
Within bands; monitor
| 22
| 3
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| 80
| 11
| 102
| 3
| false
|
Within IPS guidelines
|
P9153
|
Active
|
Trust
|
USD
|
2025-02-12
| 1,809,636
| 214,415
| 1,595,221
| 1
| 55.1
| 30.5
| 7.9
| 6.5
|
GLD:21.3%;QQQ:13.1%;BRK.B:8.0%;AMZN:21.3%;MSFT:21.2%;AAPL:15.2%
|
US:60.8;EU:21.1;APAC:7.5;EM:6.4;Other:4.2
|
Value:-0.6;Growth:+0.8;Quality:-0.8;Size:+0.8;Momentum:+0.7;LowVol:+0.7
|
MaxPos7%;NoDerivatives
| 8
| 25
| 4.7
|
trailing 8%
| 188
| 20.4
|
Bear
| 28.5
| 4.42
| 2.5
| 140
| -33
| 45
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -12
| 2
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 12
| -57
| 70
| 4
| false
|
Increase defensive factor exposure
|
P9154
|
Active
|
Roth
|
USD
|
2025-01-12
| 756,982
| 70,878
| 686,104
| 1
| 66.3
| 19.8
| 7
| 6.9
|
AAPL:27.8%;XLF:27.8%;VTI:26.2%;AMZN:18.1%
|
US:66.9;EU:15.0;APAC:8.7;EM:7.8;Other:1.6
|
Value:+0.2;Growth:-0.8;Quality:+0.7;Size:+0.2;Momentum:+0.5;LowVol:+0.2
|
MaxPos5%;NoDerivatives
| 7
| 30
| 4.9
|
hard 12%
| 144
| 18.8
|
Bear
| 31
| 3.18
| 1.5
| 211
| -60
| 5
| 89
| true
|
Rebalance
|
Rebalance back to target bands
| -5
| -31
|
BrokerA
|
MKT
| 91
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 25
| -56
| 70
| 3
| false
|
Monitor dispersion and breadth
|
P9155
|
Active
|
Taxable
|
USD
|
2024-08-11
| 1,200,720
| 108,336
| 1,092,384
| 1
| 56.7
| 20.9
| 16.4
| 6
|
VTI:24.6%;TLT:37.7%;VOO:37.7%
|
US:68.4;EU:10.2;APAC:11.0;EM:6.6;Other:3.8
|
Value:-0.2;Growth:-0.1;Quality:+0.5;Size:-0.4;Momentum:+0.2;LowVol:-0.9
|
NoDerivatives
| 6
| 25
| 4.6
|
trailing 9%
| 228
| 18.4
|
Sideways
| 17.1
| 3.95
| 2.6
| 90
| -22
| 46
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -23
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -14
| -22
| -52
| 5
| false
|
Tighten stops on momentum names
|
P9156
|
Opportunistic
|
401k
|
USD
|
2025-12-06
| 468,780
| 36,137
| 432,643
| 1.23
| 67.1
| 11.6
| 16.5
| 4.8
|
QQQ:18.3%;BND:21.3%;IEF:14.6%;BRK.B:20.3%;VTI:8.5%;XLF:16.9%
|
US:67.7;EU:13.0;APAC:8.7;EM:9.3;Other:1.3
|
Value:+0.4;Growth:-0.4;Quality:+0.3;Size:-0.8;Momentum:+1.0;LowVol:-0.4
| null | 10
| 30
| 5.5
|
trailing 9%
| 227
| 26.4
|
Sideways
| 18
| 3.99
| 2.6
| 127
| -5
| 62
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| -22
|
BrokerB
|
VWAP
| 95
| null | null |
Normal monitoring
| 79
| -18
| 167
| 4
| false
|
Tighten stops on momentum names
|
P9157
|
Hands-off
|
IRA
|
USD
|
2024-09-10
| 786,504
| 49,264
| 737,240
| 1
| 59.4
| 29.3
| 5.4
| 5.9
|
QQQ:33.3%;VNQ:33.3%;VOO:33.3%
|
US:78.1;EU:7.7;APAC:6.5;EM:6.4;Other:1.4
|
Value:+0.1;Growth:-0.6;Quality:+0.6;Size:-0.9;Momentum:-0.7;LowVol:+0.2
|
NoDerivatives
| 7
| 30
| 4.6
|
trailing 10%
| 142
| 18.1
|
Bull
| 13.8
| 3.74
| 3.5
| 118
| 68
| 71
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -6
|
BrokerB
|
MKT
| 100
| null | null |
Normal monitoring
| 79
| -31
| 189
| 4
| false
|
Tighten stops on momentum names
|
P9158
|
Active
|
Roth
|
USD
|
2025-02-08
| 1,629,154
| 105,814
| 1,523,340
| 1
| 54.5
| 29.5
| 6.2
| 9.8
|
XLF:15.6%;HYG:22.6%;IEF:23.3%;GLD:23.3%;AAPL:15.2%
|
US:58.6;EU:15.2;APAC:15.5;EM:6.6;Other:4.1
|
Value:-0.5;Growth:-0.8;Quality:+0.2;Size:-0.4;Momentum:-0.7;LowVol:+0.2
| null | 8
| 35
| 5.3
|
hard 12%
| 171
| 19.1
|
Bear
| 26.3
| 4.34
| 2.5
| 204
| 1
| 64
| 67
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 32
| -16
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| 27
| 18
| 77
| 3
| false
|
Tighten stops on momentum names
|
P9159
|
Hands-off
|
401k
|
USD
|
2024-11-14
| 609,570
| 36,941
| 572,629
| 1
| 67.5
| 23.2
| 0
| 9.2
|
HYG:25.0%;TLT:25.0%;VTI:25.0%;VNQ:25.0%
|
US:75.3;EU:6.2;APAC:9.3;EM:8.9;Other:0.3
|
Value:+0.7;Growth:+0.4;Quality:+0.3;Size:+0.9;Momentum:+0.2;LowVol:-0.2
|
ESGOnly
| 7
| 35
| 3.4
|
trailing 10%
| 151
| 16.8
|
Bull
| 13.2
| 3.66
| 2.7
| 109
| 11
| 67
| 54
| false
|
NoAction
|
Within bands; monitor
| 11
| 7
|
BrokerA
|
VWAP
| 100
| null | null |
Normal monitoring
| -27
| 9
| -32
| 5
| false
|
Tax-aware sells next window
|
P9160
|
Opportunistic
|
Roth
|
USD
|
2024-09-04
| 653,453
| 24,226
| 629,227
| 1.14
| 65.9
| 14.2
| 11.2
| 8.7
|
IEF:11.0%;TLT:12.7%;AMZN:12.0%;QQQ:24.8%;AAPL:23.2%;VOO:16.2%
|
US:60.3;EU:19.1;APAC:6.7;EM:10.2;Other:3.8
|
Value:-0.7;Growth:-1.0;Quality:-0.5;Size:-0.9;Momentum:-0.3;LowVol:-0.3
|
MaxPos7%
| 7
| 35
| 5.4
|
trailing 7%
| 265
| 27
|
Volatile
| 31.8
| 5.38
| 2.7
| 131
| -51
| 27
| 79
| true
|
Rebalance
|
Rebalance back to target bands
| 3
| 4
|
BrokerA
|
MKT
| 100
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -15
| -5
| -35
| 3
| false
|
Monitor dispersion and breadth
|
P9161
|
Hands-off
|
Taxable
|
USD
|
2025-10-13
| 340,936
| 23,825
| 317,111
| 1
| 58.2
| 25.2
| 6.9
| 9.6
|
QQQ:29.2%;AAPL:35.4%;TSLA:35.4%
|
US:59.6;EU:16.8;APAC:13.5;EM:8.4;Other:1.7
|
Value:-0.1;Growth:+0.6;Quality:0.0;Size:+0.4;Momentum:0.0;LowVol:+0.1
|
NoDerivatives
| 7
| 30
| 3.7
|
trailing 8%
| 91
| 16
|
Sideways
| 15.7
| 3.9
| 3
| 122
| 25
| 50
| 41
| false
|
NoAction
|
Within bands; monitor
| 29
| -8
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 55
| -51
| 79
| 4
| false
|
Monitor dispersion and breadth
|
P9162
|
Hands-off
|
IRA
|
USD
|
2025-03-13
| 568,894
| 27,684
| 541,210
| 1
| 66.6
| 15.7
| 9.9
| 7.9
|
VTI:36.7%;QQQ:36.7%;BRK.B:26.5%
|
US:73.9;EU:9.7;APAC:4.9;EM:8.4;Other:3.1
|
Value:+0.4;Growth:+0.6;Quality:-0.4;Size:-1.0;Momentum:+0.2;LowVol:+0.6
|
ESGOnly;MaxPos6%;NoDerivatives
| 10
| 30
| 5
|
trailing 10%
| 111
| 18.4
|
Bull
| 12.4
| 4.88
| 2.5
| 102
| 96
| 98
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -30
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 28
| 19
| 117
| 5
| false
|
Within IPS guidelines
|
P9163
|
Cautious
|
Taxable
|
USD
|
2024-10-05
| 340,978
| 51,487
| 289,491
| 1
| 39.4
| 39.1
| 7.4
| 14
|
AMZN:16.3%;VOO:26.3%;XLF:17.1%;TLT:26.3%;BRK.B:14.0%
|
US:68.5;EU:12.7;APAC:9.5;EM:5.5;Other:3.9
|
Value:-0.1;Growth:+0.7;Quality:-0.9;Size:-0.5;Momentum:-0.0;LowVol:+0.2
|
MaxPos8%;NoMargin
| 7
| 30
| 5.3
|
hard 10%
| 135
| 17
|
Bear
| 31.1
| 3.02
| 1.5
| 148
| -54
| 15
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 1
| -39
|
BrokerD
|
VWAP
| 99
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 88
| -24
| 84
| 5
| false
|
Tax-aware sells next window
|
P9164
|
Opportunistic
|
IRA
|
USD
|
2024-07-28
| 1,798,566
| 101,503
| 1,697,063
| 1
| 63.1
| 19.8
| 11
| 6
|
VNQ:25.0%;BRK.B:25.0%;TLT:25.0%;QQQ:25.0%
|
US:71.5;EU:8.2;APAC:12.2;EM:7.8;Other:0.3
|
Value:-0.2;Growth:+0.5;Quality:+0.4;Size:-0.6;Momentum:-0.1;LowVol:+0.3
| null | 6
| 30
| 6.5
|
hard 12%
| 197
| 27.9
|
Bear
| 30.1
| 3.01
| 2.4
| 215
| -52
| 15
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -13
| -12
|
BrokerD
|
MKT
| 95
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 27
| 20
| -4
| 5
| false
|
Within IPS guidelines
|
P9165
|
Opportunistic
|
Roth
|
USD
|
2024-09-24
| 705,729
| 59,996
| 645,733
| 1
| 70.5
| 18.5
| 2.7
| 8.3
|
XLF:33.3%;MSFT:33.3%;BRK.B:33.3%
|
US:74.4;EU:10.7;APAC:6.2;EM:7.0;Other:1.7
|
Value:+0.9;Growth:-0.7;Quality:+0.9;Size:-0.3;Momentum:-0.6;LowVol:+0.4
|
MaxPos6%;NoDerivatives
| 6
| 35
| 4.7
|
hard 12%
| 163
| 33.6
|
Bear
| 31.7
| 4.16
| 2.4
| 147
| 6
| 68
| 86
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| 0
|
BrokerB
|
MKT
| 86
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 4
| -2
| 87
| 5
| false
|
Within IPS guidelines
|
P9166
|
Systematic
|
Taxable
|
USD
|
2024-11-27
| 1,361,312
| 68,162
| 1,293,150
| 1
| 63.8
| 30.3
| 0
| 5.8
|
BND:23.2%;VOO:13.0%;VNQ:23.2%;BRK.B:23.2%;IEF:17.5%
|
US:76.2;EU:7.1;APAC:9.4;EM:4.8;Other:2.5
|
Value:-0.3;Growth:-0.3;Quality:-0.7;Size:+0.1;Momentum:-0.5;LowVol:-0.7
|
NoDerivatives
| 7
| 30
| 5.7
|
hard 12%
| 144
| 17.7
|
Bull
| 13.2
| 4.88
| 3.1
| 73
| 61
| 92
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 29
| 15
|
BrokerD
|
VWAP
| 96
| null | null |
Normal monitoring
| 39
| -50
| 69
| 3
| false
|
Tax-aware sells next window
|
P9167
|
Opportunistic
|
Roth
|
USD
|
2025-04-30
| 1,424,966
| 109,810
| 1,315,156
| 1
| 70.5
| 16.7
| 8
| 4.8
|
VOO:21.6%;MSFT:21.6%;MUB:21.6%;VTI:15.1%;XLF:20.2%
|
US:66.4;EU:12.9;APAC:8.5;EM:8.0;Other:4.3
|
Value:+0.1;Growth:+1.0;Quality:-0.7;Size:+1.0;Momentum:-0.6;LowVol:+0.5
|
NoDerivatives
| 10
| 35
| 6.2
|
trailing 9%
| 203
| 26.3
|
Volatile
| 24.2
| 3.96
| 3.5
| 114
| 9
| 58
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -14
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| -5
| -39
| 62
| 5
| false
|
Within IPS guidelines
|
P9168
|
Cautious
|
Trust
|
USD
|
2025-09-22
| 655,898
| 56,616
| 599,282
| 1
| 39
| 41.3
| 6.3
| 13.4
|
GLD:32.9%;TLT:33.6%;IEF:33.6%
|
US:74.7;EU:5.5;APAC:13.3;EM:5.5;Other:1.1
|
Value:-0.6;Growth:-0.1;Quality:+0.6;Size:+0.3;Momentum:+0.8;LowVol:+0.5
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 30
| 3.8
|
trailing 8%
| 107
| 17.2
|
Bull
| 17.3
| 3.65
| 3
| 89
| 41
| 59
| 45
| false
|
NoAction
|
Within bands; monitor
| 35
| -20
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| -42
| 8
| -72
| 5
| false
|
Monitor dispersion and breadth
|
P9169
|
Hands-off
|
401k
|
USD
|
2025-06-27
| 160,935
| 10,124
| 150,811
| 1
| 70.4
| 16.6
| 4.8
| 8.2
|
IEF:20.4%;XLF:29.5%;GLD:20.7%;BRK.B:29.5%
|
US:57.5;EU:19.1;APAC:13.8;EM:8.8;Other:0.7
|
Value:+0.4;Growth:+1.0;Quality:+0.1;Size:+0.3;Momentum:-0.6;LowVol:-0.3
|
ESGOnly
| 10
| 35
| 5.8
|
hard 10%
| 93
| 17
|
Bull
| 14.6
| 4.48
| 3.4
| 117
| 91
| 94
| 49
| false
|
Buy
|
Add to core equity +1%
| -15
| -29
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 103
| -24
| 142
| 4
| false
|
Tax-aware sells next window
|
P9170
|
Cautious
|
401k
|
USD
|
2025-04-01
| 489,851
| 50,349
| 439,502
| 1
| 47.6
| 33.4
| 7.2
| 11.8
|
AAPL:27.6%;VOO:27.6%;MUB:17.3%;VNQ:27.6%
|
US:73.3;EU:8.7;APAC:6.8;EM:8.3;Other:3.0
|
Value:-0.8;Growth:+0.9;Quality:-0.8;Size:-0.9;Momentum:-1.0;LowVol:-0.2
|
ESGOnly;NoMargin
| 6
| 25
| 3.8
|
hard 10%
| 144
| 14.6
|
Bear
| 27.5
| 3.77
| 2.8
| 173
| -94
| 5
| 62
| false
|
Buy
|
Add to core equity +1%
| 5
| -11
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 54
| -52
| 166
| 4
| false
|
Monitor dispersion and breadth
|
P9171
|
Hands-off
|
Roth
|
USD
|
2025-05-19
| 281,460
| 14,350
| 267,110
| 1
| 58.8
| 19.8
| 14.2
| 7.1
|
GLD:25.0%;AMZN:25.0%;HYG:25.0%;MSFT:25.0%
|
US:67.9;EU:15.8;APAC:8.3;EM:6.7;Other:1.3
|
Value:+0.5;Growth:+0.4;Quality:-0.1;Size:+0.5;Momentum:+0.7;LowVol:+1.0
|
ESGOnly;MaxPos7%;NoDerivatives
| 8
| 25
| 3.3
|
hard 10%
| 142
| 18.2
|
Volatile
| 29.3
| 3.7
| 2.4
| 131
| 55
| 89
| 69
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -25
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| -35
| -18
| 2
| 5
| false
|
Within IPS guidelines
|
P9172
|
Cautious
|
Roth
|
USD
|
2024-07-21
| 690,674
| 98,969
| 591,705
| 1
| 37.3
| 42.7
| 7.7
| 12.3
|
MSFT:33.3%;MUB:33.3%;TLT:33.3%
|
US:65.3;EU:19.7;APAC:6.9;EM:6.3;Other:1.9
|
Value:-0.7;Growth:-0.1;Quality:+0.4;Size:+0.7;Momentum:-0.5;LowVol:-0.0
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 30
| 3.4
|
trailing 8%
| 126
| 15.8
|
Volatile
| 23.6
| 4.33
| 3.3
| 124
| 36
| 76
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| -35
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 69
| -23
| 59
| 4
| false
|
Within IPS guidelines
|
P9173
|
Systematic
|
401k
|
USD
|
2025-10-12
| 1,054,111
| 75,944
| 978,167
| 1
| 61.5
| 30.9
| 0
| 7.6
|
MUB:12.3%;IEF:20.8%;QQQ:24.7%;TSLA:17.5%;AMZN:24.7%
|
US:64.3;EU:13.1;APAC:10.9;EM:6.8;Other:4.9
|
Value:-0.2;Growth:+0.5;Quality:+0.3;Size:+0.4;Momentum:-0.8;LowVol:-0.4
| null | 10
| 30
| 4
|
trailing 8%
| 124
| 23.4
|
Bull
| 13.6
| 4.63
| 2.7
| 108
| 46
| 59
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -21
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 93
| -16
| 64
| 4
| false
|
Increase defensive factor exposure
|
P9174
|
Hands-off
|
Taxable
|
USD
|
2025-05-01
| 231,110
| 18,720
| 212,390
| 1
| 70
| 24
| 0
| 6
|
MSFT:14.0%;TLT:21.8%;TSLA:20.8%;GLD:22.0%;BND:21.3%
|
US:69.6;EU:16.9;APAC:5.0;EM:5.0;Other:3.5
|
Value:+0.5;Growth:-0.8;Quality:+0.2;Size:+0.3;Momentum:+0.8;LowVol:+0.9
|
ESGOnly;NoDerivatives
| 7
| 35
| 4.5
|
trailing 10%
| 149
| 19
|
Bull
| 12
| 3.95
| 3.4
| 74
| 39
| 61
| 56
| false
|
Buy
|
Add to core equity +1%
| 15
| 9
|
BrokerA
|
VWAP
| 100
| null | null |
Normal monitoring
| -7
| -38
| -41
| 3
| false
|
Increase defensive factor exposure
|
P9175
|
Systematic
|
401k
|
USD
|
2025-03-05
| 1,051,386
| 52,796
| 998,590
| 1
| 58.3
| 33.2
| 3
| 5.5
|
BND:33.3%;XLF:33.3%;GLD:33.3%
|
US:66.9;EU:8.5;APAC:7.1;EM:14.0;Other:3.5
|
Value:+0.8;Growth:+0.6;Quality:-0.3;Size:+0.9;Momentum:-0.1;LowVol:+0.8
|
MaxPos7%;NoDerivatives
| 7
| 35
| 5.6
|
trailing 8%
| 205
| 25.2
|
Bull
| 12.3
| 4.4
| 2.5
| 82
| 120
| 100
| 40
| false
|
Buy
|
Add to core equity +1%
| -13
| -27
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| -26
| -41
| -35
| 4
| false
|
Tighten stops on momentum names
|
P9176
|
Active
|
Trust
|
USD
|
2025-12-05
| 1,192,982
| 88,395
| 1,104,587
| 1
| 55.6
| 21.9
| 12.6
| 10
|
BRK.B:33.3%;VTI:33.3%;TLT:33.3%
|
US:72.9;EU:8.7;APAC:7.6;EM:9.2;Other:1.6
|
Value:-0.2;Growth:-0.7;Quality:-0.7;Size:+0.7;Momentum:+0.7;LowVol:+0.6
| null | 10
| 25
| 5.3
|
trailing 8%
| 191
| 17.3
|
Sideways
| 17.7
| 4.99
| 3.5
| 130
| 42
| 61
| 38
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| -30
|
BrokerC
|
LMT
| 98
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 57
| -11
| 63
| 3
| false
|
Monitor dispersion and breadth
|
P9177
|
Opportunistic
|
Roth
|
USD
|
2024-07-11
| 1,538,709
| 135,235
| 1,403,474
| 1
| 67.9
| 21.6
| 3.4
| 7.1
|
IEF:22.5%;TLT:19.9%;BND:22.5%;QQQ:14.5%;BRK.B:20.7%
|
US:59.7;EU:16.6;APAC:9.9;EM:9.6;Other:4.1
|
Value:-0.7;Growth:+0.2;Quality:-0.8;Size:-0.5;Momentum:-0.5;LowVol:+0.4
| null | 7
| 30
| 5.4
|
trailing 7%
| 177
| 28.5
|
Bull
| 17
| 4.41
| 2.1
| 108
| 9
| 69
| 63
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -22
|
BrokerB
|
LMT
| 94
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -45
| -10
| 8
| 5
| true
|
Within IPS guidelines
|
P9178
|
Active
|
IRA
|
USD
|
2025-06-06
| 1,995,782
| 178,436
| 1,817,346
| 1
| 52.1
| 20.3
| 18.2
| 9.3
|
TLT:23.8%;IEF:10.0%;QQQ:23.8%;TSLA:19.8%;VNQ:22.7%
|
US:63.1;EU:12.4;APAC:10.4;EM:11.6;Other:2.5
|
Value:-0.8;Growth:+0.9;Quality:+0.9;Size:-0.1;Momentum:+0.6;LowVol:-0.3
|
NoDerivatives
| 5
| 30
| 4.1
|
hard 12%
| 187
| 20.7
|
Bear
| 24.3
| 3.1
| 2
| 179
| -103
| 5
| 63
| false
|
NoAction
|
Within bands; monitor
| 3
| 11
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -15
| -36
| 26
| 4
| false
|
Within IPS guidelines
|
P9179
|
Systematic
|
Taxable
|
USD
|
2025-07-27
| 1,647,383
| 140,329
| 1,507,054
| 1
| 57.8
| 34.7
| 0
| 7.5
|
VOO:10.5%;IEF:22.0%;TLT:15.2%;HYG:16.4%;MSFT:13.9%;TSLA:22.0%
|
US:67.8;EU:14.9;APAC:8.5;EM:4.5;Other:4.3
|
Value:+0.6;Growth:+0.9;Quality:+0.2;Size:-0.3;Momentum:+0.6;LowVol:-0.7
| null | 6
| 30
| 5
|
hard 12%
| 166
| 16.1
|
Volatile
| 26.4
| 4.23
| 4.4
| 135
| 17
| 48
| 62
| true
|
Hedge
|
Buy index puts 1% notional
| 11
| -17
|
BrokerD
|
MKT
| 95
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -17
| -13
| 89
| 4
| false
|
Monitor dispersion and breadth
|
P9180
|
Cautious
|
IRA
|
USD
|
2025-07-12
| 383,221
| 32,389
| 350,832
| 1
| 40.1
| 35.2
| 13
| 11.7
|
QQQ:20.7%;AMZN:10.1%;HYG:19.8%;TLT:20.7%;MUB:17.5%;BND:11.2%
|
US:59.4;EU:15.7;APAC:12.0;EM:7.8;Other:5.1
|
Value:+0.1;Growth:-0.3;Quality:-0.7;Size:-0.5;Momentum:-0.8;LowVol:-0.3
|
MaxPos8%;NoMargin
| 7
| 30
| 5.1
|
trailing 10%
| 137
| 12.4
|
Volatile
| 27.8
| 4.57
| 3.5
| 117
| 10
| 48
| 64
| false
|
Buy
|
Add to core equity +1%
| -7
| -38
|
BrokerD
|
VWAP
| 97
| null | null |
Normal monitoring
| -24
| -1
| 48
| 3
| false
|
Monitor dispersion and breadth
|
P9181
|
Cautious
|
IRA
|
USD
|
2025-09-21
| 629,179
| 95,385
| 533,794
| 1
| 48.9
| 34.6
| 6.3
| 10.2
|
MUB:24.4%;BRK.B:18.6%;HYG:16.5%;VNQ:24.4%;VTI:16.1%
|
US:72.5;EU:11.0;APAC:7.6;EM:4.2;Other:4.6
|
Value:+0.3;Growth:+0.9;Quality:+0.9;Size:+0.1;Momentum:-0.5;LowVol:+0.5
|
ESGOnly;MaxPos7%;NoMargin
| 5
| 25
| 3.3
|
trailing 8%
| 113
| 16.3
|
Bull
| 12.7
| 4.41
| 2.8
| 114
| 111
| 100
| 27
| false
|
Buy
|
Add to core equity +1%
| -8
| 9
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 86
| -1
| 89
| 4
| false
|
Tighten stops on momentum names
|
P9182
|
Systematic
|
IRA
|
USD
|
2025-09-28
| 878,985
| 76,344
| 802,641
| 1
| 65.1
| 21.6
| 3.8
| 9.5
|
AAPL:37.3%;VNQ:25.3%;HYG:37.3%
|
US:66.6;EU:12.1;APAC:14.5;EM:6.8;Other:0.1
|
Value:+0.5;Growth:+0.4;Quality:0.0;Size:-0.1;Momentum:+0.5;LowVol:-0.0
| null | 7
| 25
| 4.6
|
trailing 8%
| 192
| 21.4
|
Bear
| 32
| 3.72
| 2.6
| 186
| -75
| 15
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| 0
|
BrokerB
|
LMT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 45
| 7
| 54
| 4
| false
|
Increase defensive factor exposure
|
P9183
|
Cautious
|
Roth
|
USD
|
2025-12-02
| 247,284
| 22,456
| 224,828
| 1
| 48.7
| 36.5
| 0.7
| 14.1
|
VNQ:25.0%;QQQ:25.0%;VOO:25.0%;VTI:25.0%
|
US:65.8;EU:15.7;APAC:5.7;EM:9.1;Other:3.7
|
Value:-0.9;Growth:+0.7;Quality:+1.0;Size:-0.7;Momentum:-0.0;LowVol:+0.4
|
MaxPos5%;NoMargin
| 5
| 30
| 4.5
|
trailing 10%
| 107
| 12.1
|
Sideways
| 19.2
| 3.79
| 2.8
| 135
| 2
| 51
| 45
| false
|
Buy
|
Add to core equity +1%
| 14
| 7
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| 43
| -18
| 48
| 4
| false
|
Within IPS guidelines
|
P9184
|
Hands-off
|
Trust
|
USD
|
2025-09-24
| 792,274
| 31,763
| 760,511
| 1
| 60.7
| 25.1
| 7
| 7.2
|
MSFT:21.1%;AMZN:21.1%;VTI:17.9%;GLD:21.1%;HYG:18.8%
|
US:68.1;EU:11.3;APAC:12.9;EM:7.2;Other:0.5
|
Value:-0.3;Growth:+0.1;Quality:+0.3;Size:+0.9;Momentum:+0.4;LowVol:+0.2
|
ESGOnly;MaxPos7%;NoDerivatives
| 5
| 30
| 4.2
|
trailing 8%
| 137
| 12.2
|
Bear
| 22.6
| 4.02
| 1.8
| 148
| -19
| 44
| 70
| false
|
Sell
|
Trim extended winner -1%
| 7
| 11
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| -28
| 0
| 17
| 3
| false
|
Monitor dispersion and breadth
|
P9185
|
Systematic
|
Roth
|
USD
|
2025-09-01
| 498,573
| 22,806
| 475,767
| 1
| 66.9
| 22.7
| 4.7
| 5.6
|
AAPL:16.1%;HYG:15.8%;BND:13.6%;QQQ:16.3%;VNQ:20.4%;IEF:17.9%
|
US:66.3;EU:16.5;APAC:7.2;EM:7.1;Other:3.0
|
Value:-0.6;Growth:+0.1;Quality:+0.1;Size:-0.4;Momentum:+0.4;LowVol:+0.9
|
NoDerivatives
| 8
| 25
| 4.6
|
trailing 8%
| 220
| 19.1
|
Bull
| 16.7
| 4.4
| 2
| 72
| 92
| 89
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -5
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| -24
| 9
| 115
| 5
| false
|
Increase defensive factor exposure
|
P9186
|
Opportunistic
|
Roth
|
USD
|
2025-10-04
| 1,147,690
| 96,163
| 1,051,527
| 1
| 69.1
| 11.7
| 10.5
| 8.7
|
MUB:11.4%;IEF:24.8%;AAPL:22.9%;MSFT:16.0%;VTI:24.8%
|
US:67.3;EU:8.7;APAC:14.7;EM:4.9;Other:4.4
|
Value:-0.3;Growth:-0.7;Quality:+0.9;Size:+0.6;Momentum:+0.7;LowVol:-0.8
|
NoDerivatives
| 5
| 25
| 6.1
|
hard 12%
| 190
| 31
|
Volatile
| 26.6
| 5
| 3.4
| 128
| -42
| 42
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -7
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 47
| -28
| 91
| 3
| false
|
Tax-aware sells next window
|
P9187
|
Cautious
|
401k
|
USD
|
2025-12-15
| 752,964
| 81,668
| 671,296
| 1
| 36.7
| 30.2
| 15.5
| 17.5
|
GLD:15.0%;VOO:25.8%;AAPL:25.8%;XLF:20.9%;AMZN:12.4%
|
US:63.9;EU:13.3;APAC:12.5;EM:8.1;Other:2.3
|
Value:+0.4;Growth:+1.0;Quality:-0.9;Size:-0.1;Momentum:+0.2;LowVol:+0.9
|
ESGOnly;MaxPos8%;NoMargin
| 7
| 25
| 5.5
|
trailing 8%
| 150
| 19
|
Bull
| 15
| 3.74
| 2.8
| 104
| 120
| 95
| 27
| false
|
Sell
|
Trim extended winner -1%
| 27
| -19
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| -7
| -23
| -9
| 4
| false
|
Tighten stops on momentum names
|
P9188
|
Cautious
|
Taxable
|
USD
|
2024-10-05
| 757,996
| 110,081
| 647,915
| 1
| 38.4
| 40.4
| 7.3
| 14
|
GLD:33.3%;VOO:33.3%;XLF:33.3%
|
US:66.3;EU:15.1;APAC:8.4;EM:7.2;Other:3.1
|
Value:+0.6;Growth:-0.5;Quality:-0.9;Size:-0.5;Momentum:+0.4;LowVol:-0.1
|
ESGOnly;MaxPos6%;NoMargin
| 10
| 30
| 4.4
|
hard 10%
| 119
| 13.4
|
Bear
| 25.1
| 4.08
| 1.3
| 183
| -36
| 38
| 54
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 18
| -40
|
BrokerA
|
MKT
| 93
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 7
| -38
| 11
| 4
| false
|
Tax-aware sells next window
|
P9189
|
Opportunistic
|
Trust
|
USD
|
2024-11-10
| 1,312,203
| 57,403
| 1,254,800
| 1
| 70.7
| 15.5
| 8.7
| 5.2
|
VTI:25.5%;XLF:25.5%;IEF:10.4%;HYG:12.9%;TSLA:25.5%
|
US:70.5;EU:7.9;APAC:10.2;EM:6.9;Other:4.6
|
Value:-1.0;Growth:+0.9;Quality:-0.8;Size:+0.4;Momentum:+0.1;LowVol:+0.7
| null | 10
| 30
| 5.6
|
hard 12%
| 246
| 28.2
|
Bull
| 14.3
| 3.64
| 3.1
| 102
| 28
| 76
| 49
| false
|
Buy
|
Add to core equity +1%
| -8
| 13
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 51
| -17
| 42
| 5
| false
|
Tighten stops on momentum names
|
P9190
|
Hands-off
|
IRA
|
USD
|
2025-06-22
| 457,934
| 21,005
| 436,929
| 1
| 60
| 29.9
| 2.5
| 7.6
|
MSFT:21.3%;XLF:21.3%;MUB:7.2%;BND:20.9%;BRK.B:8.0%;VNQ:21.3%
|
US:67.6;EU:17.0;APAC:6.6;EM:4.8;Other:4.0
|
Value:+0.7;Growth:-0.9;Quality:+0.8;Size:-0.2;Momentum:+1.0;LowVol:0.0
| null | 10
| 35
| 3.2
|
hard 10%
| 140
| 13.7
|
Volatile
| 29.3
| 5.2
| 2.1
| 155
| 74
| 96
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 19
| 6
|
BrokerA
|
LMT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -49
| -43
| -68
| 5
| false
|
Tighten stops on momentum names
|
P9191
|
Cautious
|
IRA
|
USD
|
2025-11-29
| 340,830
| 45,845
| 294,985
| 1
| 46.7
| 31.3
| 7.2
| 14.8
|
MUB:25.2%;VNQ:25.2%;BND:25.2%;XLF:24.5%
|
US:64.5;EU:8.6;APAC:13.2;EM:9.8;Other:3.9
|
Value:-0.3;Growth:-0.5;Quality:+0.4;Size:-0.6;Momentum:+0.3;LowVol:-0.9
|
ESGOnly;NoMargin
| 5
| 25
| 5.2
|
trailing 8%
| 119
| 18.7
|
Bear
| 32.8
| 3.44
| 2.4
| 179
| -15
| 46
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 21
| -26
|
BrokerD
|
MKT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -35
| 14
| -29
| 4
| false
|
Monitor dispersion and breadth
|
P9192
|
Hands-off
|
401k
|
USD
|
2024-11-17
| 221,067
| 19,813
| 201,254
| 1
| 57.1
| 18.8
| 16.4
| 7.6
|
AMZN:25.8%;TLT:25.8%;VNQ:25.8%;TSLA:22.6%
|
US:63.4;EU:15.8;APAC:7.9;EM:8.5;Other:4.3
|
Value:-0.5;Growth:-0.4;Quality:-0.2;Size:-0.9;Momentum:-0.4;LowVol:-0.1
| null | 8
| 35
| 4.2
|
trailing 8%
| 148
| 12.7
|
Sideways
| 17.9
| 4.56
| 2.8
| 112
| 14
| 51
| 58
| false
|
Sell
|
Trim extended winner -1%
| 14
| -3
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 86
| 7
| 177
| 5
| false
|
Within IPS guidelines
|
P9193
|
Opportunistic
|
Taxable
|
USD
|
2024-10-05
| 708,731
| 43,618
| 665,113
| 1.09
| 62.8
| 15.3
| 13.8
| 8.1
|
XLF:23.0%;AMZN:22.6%;AAPL:23.0%;VNQ:23.0%;MUB:8.3%
|
US:64.4;EU:12.6;APAC:10.3;EM:9.5;Other:3.3
|
Value:-0.2;Growth:-0.7;Quality:-0.5;Size:+0.4;Momentum:+0.3;LowVol:+0.8
|
NoDerivatives
| 6
| 35
| 7
|
trailing 7%
| 247
| 25.4
|
Volatile
| 28.1
| 5.18
| 4
| 148
| -15
| 38
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| 5
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 115
| -36
| 79
| 5
| false
|
Within IPS guidelines
|
P9194
|
Cautious
|
401k
|
USD
|
2025-04-09
| 803,518
| 126,308
| 677,210
| 1
| 39.5
| 33.3
| 12.8
| 14.4
|
BRK.B:20.8%;XLF:19.2%;HYG:13.8%;MSFT:14.2%;TLT:20.8%;VNQ:11.2%
|
US:71.5;EU:7.0;APAC:12.9;EM:7.1;Other:1.5
|
Value:-0.7;Growth:+0.1;Quality:-0.6;Size:-1.0;Momentum:-0.7;LowVol:+0.5
|
ESGOnly;MaxPos5%;NoMargin
| 6
| 35
| 4
|
hard 10%
| 142
| 16.8
|
Sideways
| 17.7
| 3.65
| 3.4
| 100
| 9
| 53
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -38
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 64
| -2
| 187
| 5
| false
|
Monitor dispersion and breadth
|
P9195
|
Hands-off
|
Roth
|
USD
|
2025-08-24
| 162,291
| 9,026
| 153,265
| 1
| 68.1
| 20.2
| 4.9
| 6.8
|
XLF:33.3%;HYG:33.3%;GLD:33.3%
|
US:63.1;EU:12.0;APAC:11.2;EM:9.9;Other:3.8
|
Value:-0.7;Growth:+0.7;Quality:+0.7;Size:-0.2;Momentum:-0.5;LowVol:-0.9
| null | 10
| 30
| 4.4
|
trailing 8%
| 164
| 14.1
|
Volatile
| 27
| 5.17
| 2.2
| 145
| 31
| 65
| 65
| false
|
Sell
|
Trim extended winner -1%
| 29
| -38
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| 59
| -11
| 43
| 5
| false
|
Increase defensive factor exposure
|
P9196
|
Cautious
|
IRA
|
USD
|
2025-12-12
| 710,856
| 107,407
| 603,449
| 1
| 41.5
| 32.1
| 15.1
| 11.3
|
MUB:23.2%;VTI:23.2%;QQQ:23.2%;MSFT:15.8%;TSLA:14.4%
|
US:63.9;EU:21.2;APAC:6.6;EM:6.1;Other:2.2
|
Value:-0.7;Growth:+0.5;Quality:-0.0;Size:-0.0;Momentum:+0.5;LowVol:+1.0
|
NoDerivatives;NoMargin
| 7
| 35
| 4.5
|
trailing 10%
| 105
| 18.9
|
Sideways
| 15.9
| 3.84
| 3
| 123
| 28
| 61
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| 10
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| -8
| -60
| 124
| 5
| false
|
Increase defensive factor exposure
|
P9197
|
Cautious
|
Trust
|
USD
|
2025-01-06
| 811,332
| 69,024
| 742,308
| 1
| 35
| 37.6
| 17.2
| 10.1
|
AMZN:20.8%;BND:21.6%;VTI:19.8%;AAPL:21.6%;HYG:16.3%
|
US:68.7;EU:7.6;APAC:10.4;EM:12.1;Other:1.3
|
Value:+0.4;Growth:+0.3;Quality:-0.2;Size:+0.4;Momentum:-0.7;LowVol:-0.6
|
NoDerivatives;NoMargin
| 10
| 35
| 4
|
hard 10%
| 141
| 12.6
|
Bull
| 16.7
| 4.71
| 2.6
| 72
| 99
| 94
| 32
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -6
|
BrokerD
|
VWAP
| 99
| null | null |
Normal monitoring
| 102
| -25
| 85
| 4
| false
|
Increase defensive factor exposure
|
P9198
|
Cautious
|
Taxable
|
USD
|
2025-12-13
| 315,428
| 48,731
| 266,697
| 1
| 40.8
| 34.9
| 8
| 16.3
|
TSLA:22.5%;VOO:22.5%;GLD:20.8%;VNQ:22.5%;AMZN:11.8%
|
US:61.0;EU:13.3;APAC:13.9;EM:6.8;Other:5.0
|
Value:+0.6;Growth:+0.7;Quality:+0.9;Size:-0.3;Momentum:+0.8;LowVol:-0.3
|
NoDerivatives;NoMargin
| 6
| 35
| 4.2
|
hard 10%
| 133
| 12.5
|
Sideways
| 15.2
| 3.53
| 3.4
| 114
| 15
| 61
| 31
| false
|
NoAction
|
Within bands; monitor
| 10
| -22
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 46
| -46
| 104
| 5
| false
|
Tighten stops on momentum names
|
P9199
|
Active
|
401k
|
USD
|
2024-12-13
| 1,432,793
| 101,323
| 1,331,470
| 1
| 56.2
| 24.9
| 12.7
| 6.2
|
IEF:13.9%;BRK.B:20.2%;GLD:22.3%;AMZN:8.2%;QQQ:22.3%;MUB:13.1%
|
US:63.5;EU:13.6;APAC:7.0;EM:12.5;Other:3.4
|
Value:-0.2;Growth:+0.9;Quality:+0.3;Size:+0.5;Momentum:+0.6;LowVol:0.0
| null | 10
| 35
| 5.4
|
trailing 9%
| 199
| 18.2
|
Bull
| 14.7
| 3.9
| 2.4
| 115
| 3
| 58
| 39
| false
|
Sell
|
Trim extended winner -1%
| 14
| -14
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 0
| -12
| 88
| 5
| false
|
Tax-aware sells next window
|
P9200
|
Opportunistic
|
Trust
|
USD
|
2024-08-19
| 1,171,364
| 72,492
| 1,098,872
| 1.19
| 73.5
| 20.9
| 0
| 5.5
|
AAPL:36.5%;BND:27.0%;BRK.B:36.5%
|
US:66.3;EU:13.5;APAC:11.6;EM:6.7;Other:1.9
|
Value:-0.2;Growth:-0.0;Quality:+1.0;Size:-0.6;Momentum:-0.2;LowVol:+0.5
|
NoDerivatives
| 10
| 30
| 4.7
|
hard 12%
| 160
| 29.9
|
Bear
| 28
| 4
| 2.9
| 191
| -11
| 43
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -7
|
BrokerA
|
VWAP
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -33
| -30
| 41
| 3
| false
|
Within IPS guidelines
|
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