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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9201
|
Active
|
Trust
|
USD
|
2025-05-25
| 1,077,609
| 121,353
| 956,256
| 1
| 57.4
| 22.2
| 13.4
| 7
|
TLT:18.8%;VOO:22.0%;BND:15.8%;HYG:11.3%;TSLA:12.0%;VNQ:20.1%
|
US:65.2;EU:11.3;APAC:6.8;EM:11.8;Other:4.9
|
Value:0.0;Growth:+0.1;Quality:-0.1;Size:-0.3;Momentum:+0.3;LowVol:+0.3
|
MaxPos7%
| 6
| 35
| 4.8
|
trailing 8%
| 160
| 24.6
|
Bear
| 34.5
| 3.77
| 2.8
| 145
| -58
| 29
| 80
| true
|
Rebalance
|
Rebalance back to target bands
| 32
| -30
|
BrokerD
|
LMT
| 86
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -11
| -57
| -10
| 4
| false
|
Tax-aware sells next window
|
P9202
|
Opportunistic
|
IRA
|
USD
|
2025-08-01
| 407,406
| 24,101
| 383,305
| 1
| 65.1
| 19.9
| 8.3
| 6.8
|
TLT:26.7%;BND:19.9%;VNQ:26.7%;GLD:26.7%
|
US:74.6;EU:5.5;APAC:12.6;EM:6.6;Other:0.6
|
Value:-0.7;Growth:+0.2;Quality:-0.0;Size:-0.9;Momentum:-0.6;LowVol:-0.8
|
MaxPos8%
| 8
| 35
| 4.7
|
trailing 7%
| 252
| 30.7
|
Bull
| 12.8
| 4.98
| 2.9
| 93
| 97
| 100
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -30
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| -48
| 8
| -22
| 4
| false
|
Within IPS guidelines
|
P9203
|
Hands-off
|
IRA
|
USD
|
2025-11-21
| 507,489
| 35,122
| 472,367
| 1
| 66
| 28.7
| 0
| 5.2
|
BND:25.2%;BRK.B:24.4%;HYG:25.2%;AMZN:25.2%
|
US:71.4;EU:13.0;APAC:10.1;EM:5.3;Other:0.2
|
Value:+0.8;Growth:+0.9;Quality:+0.3;Size:-0.0;Momentum:-0.1;LowVol:-0.5
| null | 7
| 35
| 5.5
|
trailing 10%
| 158
| 13.2
|
Bear
| 33.3
| 3.01
| 1.3
| 187
| -74
| 23
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| 6
|
BrokerA
|
MKT
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 86
| -2
| 205
| 2
| true
|
Within IPS guidelines
|
P9204
|
Cautious
|
Roth
|
USD
|
2025-12-21
| 323,165
| 41,545
| 281,620
| 1
| 48.8
| 32.2
| 8.9
| 10.1
|
AMZN:28.1%;AAPL:18.3%;BRK.B:28.1%;IEF:25.6%
|
US:67.0;EU:12.4;APAC:12.3;EM:6.2;Other:2.1
|
Value:-0.2;Growth:-0.0;Quality:+0.3;Size:+0.2;Momentum:-0.4;LowVol:-0.7
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 25
| 4
|
trailing 10%
| 134
| 13.7
|
Bear
| 27.4
| 4.25
| 2.1
| 191
| 37
| 60
| 60
| false
|
Buy
|
Add to core equity +1%
| 26
| -10
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| 92
| 14
| 114
| 5
| false
|
Within IPS guidelines
|
P9205
|
Cautious
|
Trust
|
USD
|
2024-11-15
| 197,849
| 24,398
| 173,451
| 1
| 43.6
| 39.7
| 2.7
| 14
|
BND:27.3%;VNQ:27.3%;BRK.B:24.1%;MUB:21.2%
|
US:62.5;EU:17.0;APAC:14.3;EM:5.3;Other:0.9
|
Value:-0.8;Growth:+0.5;Quality:-0.1;Size:+0.5;Momentum:-0.9;LowVol:+0.9
|
MaxPos5%;NoDerivatives;NoMargin
| 7
| 35
| 3.5
|
trailing 8%
| 111
| 17.9
|
Bull
| 17.2
| 3.81
| 3.2
| 115
| 83
| 89
| 47
| false
|
Sell
|
Trim extended winner -1%
| 9
| 3
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 101
| -12
| 94
| 3
| false
|
Tax-aware sells next window
|
P9206
|
Cautious
|
IRA
|
USD
|
2025-03-10
| 700,366
| 65,015
| 635,351
| 1
| 49.7
| 33.7
| 0
| 16.5
|
IEF:19.6%;TLT:16.4%;AMZN:15.0%;TSLA:20.7%;VOO:20.2%;QQQ:8.1%
|
US:69.4;EU:7.0;APAC:13.5;EM:9.4;Other:0.8
|
Value:+0.2;Growth:-0.9;Quality:-0.8;Size:+0.1;Momentum:+0.1;LowVol:-0.4
|
NoDerivatives;NoMargin
| 5
| 25
| 4.9
|
trailing 10%
| 135
| 13.2
|
Bear
| 22.2
| 3.69
| 2.7
| 134
| -59
| 35
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -3
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 24
| 3
| 92
| 3
| false
|
Within IPS guidelines
|
P9207
|
Systematic
|
Taxable
|
USD
|
2025-10-03
| 681,068
| 44,115
| 636,953
| 1
| 65.7
| 25.4
| 0
| 8.9
|
TSLA:27.9%;VNQ:27.9%;IEF:16.2%;MUB:27.9%
|
US:67.0;EU:19.4;APAC:6.8;EM:5.3;Other:1.5
|
Value:+1.0;Growth:+0.4;Quality:+1.0;Size:-0.3;Momentum:-0.0;LowVol:-0.8
|
NoDerivatives
| 8
| 35
| 4.6
|
trailing 9%
| 121
| 20.5
|
Volatile
| 22.9
| 4.15
| 3.3
| 146
| -54
| 35
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| 28
| -39
|
BrokerA
|
MKT
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 115
| -18
| 229
| 2
| false
|
Tax-aware sells next window
|
P9208
|
Opportunistic
|
401k
|
USD
|
2025-11-08
| 1,536,201
| 132,998
| 1,403,203
| 1
| 70
| 10
| 12.4
| 7.5
|
VOO:25.6%;TSLA:12.7%;AMZN:25.6%;IEF:16.4%;GLD:19.8%
|
US:67.4;EU:13.4;APAC:10.2;EM:4.2;Other:4.8
|
Value:0.0;Growth:-0.8;Quality:-0.8;Size:+0.5;Momentum:-0.3;LowVol:+0.9
|
MaxPos8%;NoDerivatives
| 6
| 35
| 5.7
|
trailing 7%
| 168
| 32.6
|
Volatile
| 22.4
| 4.28
| 3.3
| 156
| 36
| 55
| 58
| false
|
Sell
|
Trim extended winner -1%
| -4
| 7
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| -52
| -22
| -19
| 3
| false
|
Tax-aware sells next window
|
P9209
|
Systematic
|
401k
|
USD
|
2025-10-24
| 1,768,191
| 88,300
| 1,679,891
| 1
| 62.2
| 28.2
| 0.4
| 9.2
|
TLT:15.0%;VNQ:23.9%;QQQ:13.4%;VOO:23.9%;GLD:23.9%
|
US:68.5;EU:10.0;APAC:8.0;EM:13.3;Other:0.2
|
Value:-0.9;Growth:-0.6;Quality:+0.9;Size:-0.7;Momentum:0.0;LowVol:+0.9
|
NoDerivatives
| 5
| 30
| 5.5
|
trailing 8%
| 170
| 27.6
|
Sideways
| 17.1
| 4.54
| 3.3
| 113
| 34
| 64
| 46
| true
|
Rebalance
|
Rebalance back to target bands
| 11
| -34
|
BrokerB
|
LMT
| 90
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 112
| -9
| 163
| 4
| false
|
Within IPS guidelines
|
P9210
|
Cautious
|
401k
|
USD
|
2025-02-06
| 261,221
| 33,012
| 228,209
| 1
| 43.8
| 33.6
| 8.8
| 13.8
|
AMZN:15.8%;IEF:11.3%;AAPL:23.4%;GLD:12.8%;BND:13.3%;QQQ:23.4%
|
US:65.3;EU:12.6;APAC:11.0;EM:7.0;Other:4.1
|
Value:+0.6;Growth:+1.0;Quality:-0.4;Size:-0.8;Momentum:+0.1;LowVol:-0.0
|
ESGOnly;MaxPos7%;NoMargin
| 6
| 35
| 4.8
|
hard 10%
| 104
| 16.3
|
Bull
| 16.7
| 4.54
| 2.1
| 78
| 4
| 58
| 45
| false
|
Sell
|
Trim extended winner -1%
| 14
| -24
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 85
| -12
| 71
| 4
| false
|
Within IPS guidelines
|
P9211
|
Active
|
401k
|
USD
|
2024-09-24
| 786,468
| 58,714
| 727,754
| 1
| 50.6
| 21.6
| 20.1
| 7.8
|
BND:34.7%;VNQ:30.6%;VOO:34.7%
|
US:66.2;EU:6.6;APAC:15.6;EM:6.1;Other:5.4
|
Value:-0.9;Growth:-0.6;Quality:+0.8;Size:-0.1;Momentum:+0.5;LowVol:+0.5
| null | 5
| 35
| 5.3
|
hard 12%
| 206
| 20.2
|
Bull
| 12
| 4.85
| 2.3
| 97
| 91
| 100
| 32
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| 5
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 117
| -41
| 175
| 4
| false
|
Increase defensive factor exposure
|
P9212
|
Systematic
|
IRA
|
USD
|
2024-11-21
| 1,386,097
| 133,152
| 1,252,945
| 1
| 59.3
| 30.2
| 3.8
| 6.7
|
BND:21.8%;AMZN:26.1%;TSLA:26.1%;GLD:26.1%
|
US:77.1;EU:5.4;APAC:7.3;EM:8.0;Other:2.2
|
Value:+0.9;Growth:-0.7;Quality:-0.4;Size:-0.9;Momentum:+0.5;LowVol:+1.0
|
NoDerivatives
| 10
| 30
| 4.9
|
trailing 8%
| 179
| 23.6
|
Bull
| 16
| 4.73
| 3.1
| 94
| 4
| 44
| 57
| true
|
Rebalance
|
Rebalance back to target bands
| 14
| -9
|
BrokerC
|
LMT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 42
| -38
| 19
| 5
| false
|
Monitor dispersion and breadth
|
P9213
|
Active
|
Roth
|
USD
|
2025-11-15
| 2,440,115
| 258,634
| 2,181,481
| 1
| 62.6
| 28.9
| 0
| 8.5
|
HYG:30.2%;QQQ:34.9%;VTI:34.9%
|
US:63.9;EU:19.2;APAC:7.0;EM:7.0;Other:2.9
|
Value:+0.3;Growth:+0.3;Quality:-0.6;Size:+0.2;Momentum:-0.8;LowVol:+0.4
| null | 10
| 25
| 5.7
|
trailing 8%
| 141
| 22.4
|
Bull
| 17.5
| 4.89
| 2.6
| 93
| 35
| 53
| 44
| false
|
Buy
|
Add to core equity +1%
| 26
| -24
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| -14
| 16
| 68
| 4
| false
|
Within IPS guidelines
|
P9214
|
Hands-off
|
Roth
|
USD
|
2025-04-05
| 366,194
| 15,817
| 350,377
| 1
| 62.5
| 19.3
| 12
| 6.1
|
AAPL:21.5%;MSFT:21.4%;BRK.B:6.2%;TSLA:21.5%;VOO:7.9%;XLF:21.5%
|
US:62.4;EU:11.4;APAC:15.6;EM:9.1;Other:1.5
|
Value:+0.1;Growth:-0.3;Quality:+0.5;Size:+0.6;Momentum:+0.3;LowVol:+0.5
|
MaxPos5%
| 7
| 30
| 5.6
|
trailing 8%
| 161
| 13.7
|
Bull
| 15.5
| 3.94
| 3.1
| 74
| 8
| 41
| 50
| false
|
NoAction
|
Within bands; monitor
| -15
| -39
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 104
| -39
| 82
| 3
| false
|
Tighten stops on momentum names
|
P9215
|
Systematic
|
Taxable
|
USD
|
2025-05-13
| 1,385,123
| 73,636
| 1,311,487
| 1
| 55.9
| 25.9
| 11.6
| 6.6
|
TLT:14.8%;VTI:20.6%;HYG:20.6%;MSFT:10.5%;BND:13.9%;QQQ:19.6%
|
US:71.6;EU:9.5;APAC:11.9;EM:6.7;Other:0.2
|
Value:-0.6;Growth:+0.4;Quality:+0.7;Size:+0.6;Momentum:+0.8;LowVol:+0.5
|
NoDerivatives
| 5
| 30
| 5.5
|
trailing 8%
| 120
| 22.3
|
Volatile
| 24.6
| 4.29
| 2.7
| 116
| 18
| 53
| 67
| false
|
Sell
|
Trim extended winner -1%
| 31
| -10
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| -37
| -46
| 25
| 4
| false
|
Tax-aware sells next window
|
P9216
|
Opportunistic
|
401k
|
USD
|
2025-07-07
| 1,547,890
| 129,501
| 1,418,389
| 1
| 60.7
| 19.1
| 12.5
| 7.7
|
VTI:28.7%;GLD:28.7%;XLF:16.2%;BND:26.5%
|
US:62.1;EU:18.1;APAC:11.4;EM:4.4;Other:4.0
|
Value:+0.6;Growth:+1.0;Quality:+0.2;Size:-0.4;Momentum:-0.3;LowVol:+0.6
| null | 5
| 30
| 6.1
|
trailing 9%
| 171
| 31.3
|
Volatile
| 23.8
| 4.84
| 3.8
| 119
| 10
| 53
| 56
| false
|
NoAction
|
Within bands; monitor
| 25
| 5
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| -3
| -50
| 73
| 4
| false
|
Monitor dispersion and breadth
|
P9217
|
Cautious
|
IRA
|
USD
|
2025-05-31
| 334,133
| 26,810
| 307,323
| 1
| 43.6
| 38.3
| 1.8
| 16.3
|
QQQ:26.5%;BND:20.4%;AAPL:26.5%;TSLA:26.5%
|
US:69.1;EU:16.7;APAC:7.2;EM:4.0;Other:2.9
|
Value:+0.3;Growth:-0.6;Quality:+0.8;Size:-0.9;Momentum:-0.5;LowVol:+0.9
|
NoMargin
| 5
| 30
| 3.7
|
hard 10%
| 148
| 18.2
|
Volatile
| 20.8
| 3.93
| 3.7
| 129
| -34
| 18
| 46
| false
|
Sell
|
Trim extended winner -1%
| -4
| -14
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| -24
| -55
| 52
| 3
| false
|
Tax-aware sells next window
|
P9218
|
Cautious
|
IRA
|
USD
|
2025-03-19
| 671,448
| 100,205
| 571,243
| 1
| 37.7
| 41.8
| 6
| 14.5
|
GLD:33.3%;MUB:33.3%;XLF:33.3%
|
US:76.2;EU:6.3;APAC:12.4;EM:4.7;Other:0.5
|
Value:-0.3;Growth:-0.2;Quality:-0.3;Size:+0.8;Momentum:+0.6;LowVol:-0.9
|
NoMargin
| 7
| 30
| 4.6
|
trailing 8%
| 134
| 18.5
|
Bull
| 17.3
| 4.5
| 2.6
| 74
| 62
| 75
| 35
| false
|
Sell
|
Trim extended winner -1%
| -11
| -32
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 56
| -28
| 22
| 4
| false
|
Tighten stops on momentum names
|
P9219
|
Active
|
Trust
|
USD
|
2024-12-28
| 1,507,495
| 113,757
| 1,393,738
| 1
| 53.3
| 25.5
| 11.5
| 9.7
|
HYG:33.3%;MUB:33.3%;AAPL:33.3%
|
US:63.9;EU:12.9;APAC:13.1;EM:6.9;Other:3.2
|
Value:+0.5;Growth:-0.3;Quality:-0.2;Size:-0.4;Momentum:+0.3;LowVol:-0.2
|
MaxPos7%;NoDerivatives
| 7
| 25
| 4.9
|
hard 12%
| 178
| 21.2
|
Bull
| 14.4
| 4.06
| 3.1
| 90
| 75
| 73
| 50
| false
|
Buy
|
Add to core equity +1%
| 16
| -21
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| -14
| -19
| -29
| 3
| false
|
Tax-aware sells next window
|
P9220
|
Cautious
|
Roth
|
USD
|
2025-10-26
| 274,376
| 33,867
| 240,509
| 1
| 42.9
| 44.6
| 1.2
| 11.3
|
AMZN:27.1%;VNQ:25.6%;VTI:20.2%;AAPL:27.1%
|
US:67.1;EU:17.1;APAC:8.3;EM:5.4;Other:2.1
|
Value:0.0;Growth:+0.1;Quality:-0.7;Size:+1.0;Momentum:-0.3;LowVol:-0.5
|
NoDerivatives;NoMargin
| 8
| 35
| 5.7
|
trailing 10%
| 165
| 14.2
|
Bull
| 17.4
| 3.5
| 3.4
| 86
| 12
| 63
| 44
| false
|
Sell
|
Trim extended winner -1%
| 24
| -2
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| -28
| 3
| 95
| 5
| false
|
Tighten stops on momentum names
|
P9221
|
Cautious
|
401k
|
USD
|
2025-06-25
| 819,963
| 68,983
| 750,980
| 1
| 35.8
| 35.8
| 14.3
| 14
|
BRK.B:16.8%;XLF:7.5%;TSLA:16.6%;HYG:21.2%;VNQ:21.2%;VOO:16.7%
|
US:69.8;EU:6.6;APAC:6.8;EM:13.5;Other:3.3
|
Value:-0.7;Growth:-0.2;Quality:+0.6;Size:+0.9;Momentum:+0.1;LowVol:+0.1
|
MaxPos6%;NoDerivatives;NoMargin
| 10
| 30
| 3
|
trailing 8%
| 131
| 13.3
|
Volatile
| 23.8
| 3.63
| 4.2
| 128
| 60
| 81
| 44
| false
|
NoAction
|
Within bands; monitor
| 29
| -14
|
BrokerA
|
VWAP
| 87
| null | null |
Normal monitoring
| -39
| 8
| 45
| 3
| false
|
Tax-aware sells next window
|
P9222
|
Systematic
|
401k
|
USD
|
2025-12-04
| 1,988,303
| 154,794
| 1,833,509
| 1
| 62.6
| 26.3
| 2.2
| 8.8
|
MUB:14.1%;QQQ:13.8%;XLF:17.8%;VTI:20.1%;HYG:20.1%;AAPL:14.0%
|
US:66.7;EU:6.6;APAC:14.3;EM:9.3;Other:3.1
|
Value:-0.6;Growth:-0.2;Quality:-0.0;Size:-0.3;Momentum:+0.1;LowVol:-0.3
|
MaxPos8%;NoDerivatives
| 5
| 25
| 5.3
|
trailing 8%
| 144
| 20.4
|
Volatile
| 23.3
| 4.41
| 4.1
| 167
| 23
| 64
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| -3
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 41
| 8
| 162
| 3
| false
|
Tighten stops on momentum names
|
P9223
|
Systematic
|
Trust
|
USD
|
2024-12-27
| 1,532,048
| 117,605
| 1,414,443
| 1
| 63.5
| 24.6
| 4.1
| 7.7
|
TSLA:21.2%;TLT:19.5%;AMZN:21.2%;XLF:5.9%;VNQ:11.1%;BRK.B:21.2%
|
US:66.2;EU:12.2;APAC:7.4;EM:12.0;Other:2.2
|
Value:-0.2;Growth:+0.4;Quality:-0.5;Size:-0.2;Momentum:+0.3;LowVol:+0.1
|
NoDerivatives
| 8
| 25
| 4.6
|
trailing 8%
| 131
| 17
|
Sideways
| 16.6
| 4.91
| 2.8
| 130
| -18
| 48
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| -38
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| -56
| -22
| -10
| 4
| false
|
Tighten stops on momentum names
|
P9224
|
Systematic
|
401k
|
USD
|
2025-03-16
| 961,441
| 73,711
| 887,730
| 1
| 58.7
| 20.6
| 13.1
| 7.6
|
TSLA:33.3%;QQQ:33.3%;GLD:33.3%
|
US:65.7;EU:15.0;APAC:6.3;EM:9.7;Other:3.4
|
Value:+0.9;Growth:-0.4;Quality:-0.0;Size:0.0;Momentum:-0.5;LowVol:+0.2
|
MaxPos5%
| 8
| 30
| 4.7
|
hard 12%
| 160
| 18.2
|
Bull
| 13.6
| 4.05
| 2
| 102
| 37
| 64
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -10
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 71
| 2
| 159
| 5
| false
|
Increase defensive factor exposure
|
P9225
|
Cautious
|
Roth
|
USD
|
2025-08-10
| 255,721
| 32,947
| 222,774
| 1
| 41.5
| 41.6
| 0
| 16.8
|
BND:24.7%;GLD:26.5%;BRK.B:26.5%;AMZN:22.3%
|
US:71.6;EU:8.7;APAC:6.8;EM:10.8;Other:2.1
|
Value:-0.7;Growth:-0.1;Quality:+0.8;Size:+1.0;Momentum:-0.2;LowVol:+0.7
|
NoMargin
| 5
| 35
| 5.5
|
trailing 8%
| 143
| 17
|
Bull
| 13.5
| 4.68
| 2.9
| 70
| 117
| 100
| 23
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 15
| -2
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| -40
| -55
| 20
| 3
| false
|
Increase defensive factor exposure
|
P9226
|
Systematic
|
IRA
|
USD
|
2025-03-06
| 1,817,858
| 102,957
| 1,714,901
| 1
| 55.8
| 26.8
| 8.6
| 8.8
|
TLT:19.0%;QQQ:16.7%;BRK.B:18.4%;XLF:23.0%;GLD:23.0%
|
US:68.9;EU:12.5;APAC:9.1;EM:4.8;Other:4.8
|
Value:+0.7;Growth:-0.4;Quality:-0.3;Size:+0.8;Momentum:+0.9;LowVol:+0.9
|
NoDerivatives
| 6
| 25
| 5.2
|
trailing 9%
| 209
| 20.1
|
Sideways
| 21.3
| 4.8
| 2.7
| 138
| 39
| 70
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| 1
|
BrokerC
|
VWAP
| 90
| null | null |
Normal monitoring
| -7
| 5
| -39
| 5
| false
|
Tax-aware sells next window
|
P9227
|
Opportunistic
|
Trust
|
USD
|
2025-02-12
| 858,327
| 42,209
| 816,118
| 1
| 68.2
| 11.6
| 12.7
| 7.5
|
TLT:23.5%;HYG:26.0%;GLD:26.0%;BRK.B:24.4%
|
US:62.5;EU:14.5;APAC:13.5;EM:7.5;Other:2.0
|
Value:+0.4;Growth:+1.0;Quality:-0.5;Size:-0.5;Momentum:-0.6;LowVol:-0.6
| null | 7
| 30
| 5.6
|
trailing 9%
| 247
| 25.4
|
Bull
| 11.2
| 3.61
| 2.1
| 95
| 69
| 93
| 35
| false
|
Buy
|
Add to core equity +1%
| 22
| 14
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 119
| -5
| 151
| 4
| false
|
Increase defensive factor exposure
|
P9228
|
Hands-off
|
Taxable
|
USD
|
2025-06-11
| 528,873
| 51,304
| 477,569
| 1
| 60.3
| 25.3
| 8.5
| 5.8
|
VTI:20.0%;IEF:10.4%;BRK.B:21.6%;BND:21.6%;AAPL:13.6%;MUB:12.9%
|
US:57.7;EU:16.4;APAC:9.6;EM:11.4;Other:4.9
|
Value:-0.2;Growth:-0.1;Quality:-0.7;Size:-0.1;Momentum:-0.4;LowVol:-0.7
|
ESGOnly
| 5
| 25
| 3.4
|
trailing 8%
| 134
| 15.8
|
Volatile
| 26.8
| 5.04
| 2.7
| 151
| -17
| 44
| 66
| false
|
Buy
|
Add to core equity +1%
| -8
| -3
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 9
| 6
| -13
| 5
| false
|
Tax-aware sells next window
|
P9229
|
Cautious
|
Roth
|
USD
|
2025-11-01
| 847,908
| 78,683
| 769,225
| 1
| 48.6
| 40
| 0
| 11.4
|
BND:18.6%;QQQ:22.4%;IEF:8.3%;TSLA:22.4%;AAPL:18.8%;HYG:9.5%
|
US:60.5;EU:15.9;APAC:11.4;EM:10.2;Other:1.9
|
Value:-0.9;Growth:-0.9;Quality:-0.2;Size:+0.1;Momentum:-0.0;LowVol:-0.4
|
NoDerivatives;NoMargin
| 10
| 35
| 5.9
|
trailing 8%
| 112
| 19
|
Bull
| 15.9
| 3.77
| 2.7
| 119
| 102
| 98
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -4
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 14
| 16
| -23
| 4
| false
|
Within IPS guidelines
|
P9230
|
Systematic
|
401k
|
USD
|
2025-12-18
| 1,297,401
| 85,614
| 1,211,787
| 1
| 59.9
| 21.2
| 10.6
| 8.3
|
VTI:27.2%;MSFT:27.2%;GLD:25.5%;VNQ:20.1%
|
US:69.0;EU:11.1;APAC:11.9;EM:5.0;Other:3.0
|
Value:+1.0;Growth:+0.4;Quality:-0.8;Size:+0.7;Momentum:-0.3;LowVol:+0.6
|
NoDerivatives
| 6
| 30
| 5.9
|
trailing 8%
| 121
| 22.1
|
Volatile
| 29.9
| 4.55
| 2.3
| 121
| -3
| 49
| 67
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -9
|
BrokerC
|
MKT
| 85
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 102
| -46
| 72
| 3
| false
|
Increase defensive factor exposure
|
P9231
|
Hands-off
|
Taxable
|
USD
|
2025-02-09
| 255,167
| 17,594
| 237,573
| 1
| 59.9
| 21.6
| 12.6
| 5.9
|
QQQ:6.9%;AMZN:22.2%;GLD:12.0%;VTI:22.2%;TLT:18.1%;AAPL:18.6%
|
US:64.5;EU:13.8;APAC:9.9;EM:8.9;Other:2.9
|
Value:-0.4;Growth:-0.1;Quality:-0.7;Size:-0.3;Momentum:-1.0;LowVol:+0.8
|
ESGOnly
| 10
| 35
| 5.5
|
trailing 8%
| 99
| 18.3
|
Bull
| 12.2
| 4.33
| 2.4
| 75
| 76
| 100
| 41
| false
|
Buy
|
Add to core equity +1%
| 25
| 12
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 81
| -44
| 162
| 4
| false
|
Increase defensive factor exposure
|
P9232
|
Active
|
IRA
|
USD
|
2025-02-16
| 519,541
| 45,591
| 473,950
| 1
| 56.9
| 29.6
| 7.4
| 6.2
|
IEF:26.0%;AAPL:26.0%;BRK.B:22.1%;MUB:26.0%
|
US:62.1;EU:14.8;APAC:10.5;EM:8.6;Other:4.1
|
Value:-0.6;Growth:+0.3;Quality:-0.3;Size:+0.7;Momentum:+0.7;LowVol:-0.3
| null | 10
| 35
| 4
|
trailing 9%
| 151
| 23
|
Volatile
| 30.7
| 4.01
| 3.8
| 156
| 37
| 73
| 70
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -2
|
BrokerC
|
LMT
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 4
| -24
| 92
| 5
| false
|
Tighten stops on momentum names
|
P9233
|
Systematic
|
IRA
|
USD
|
2025-01-21
| 1,862,457
| 108,525
| 1,753,932
| 1
| 62.3
| 29.6
| 0
| 8
|
HYG:25.2%;VOO:25.2%;AMZN:12.3%;BRK.B:11.2%;BND:10.4%;MUB:15.6%
|
US:66.3;EU:12.4;APAC:9.7;EM:7.7;Other:3.9
|
Value:-0.8;Growth:-0.8;Quality:-0.9;Size:-0.3;Momentum:-0.0;LowVol:+0.2
|
NoDerivatives
| 7
| 35
| 5.2
|
trailing 8%
| 215
| 23.8
|
Bull
| 17.4
| 4.9
| 3.4
| 80
| 106
| 100
| 53
| false
|
Buy
|
Add to core equity +1%
| 30
| -4
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| -59
| -28
| -71
| 3
| false
|
Tighten stops on momentum names
|
P9234
|
Hands-off
|
Taxable
|
USD
|
2025-09-24
| 225,002
| 21,887
| 203,115
| 1
| 66.5
| 22.7
| 3.2
| 7.6
|
MUB:13.4%;TSLA:21.0%;HYG:16.5%;BND:11.4%;TLT:15.8%;IEF:21.9%
|
US:65.3;EU:10.9;APAC:12.0;EM:8.2;Other:3.6
|
Value:-0.4;Growth:+0.1;Quality:-0.4;Size:+0.3;Momentum:-0.3;LowVol:-0.3
|
ESGOnly
| 7
| 25
| 4.8
|
hard 10%
| 140
| 17.8
|
Bull
| 14.6
| 3.75
| 3.1
| 86
| 48
| 59
| 47
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 21
| 12
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 77
| -45
| 43
| 4
| false
|
Tighten stops on momentum names
|
P9235
|
Systematic
|
401k
|
USD
|
2024-07-22
| 1,229,117
| 117,056
| 1,112,061
| 1
| 56
| 29
| 6.7
| 8.3
|
BND:17.0%;MUB:13.4%;AMZN:18.6%;BRK.B:20.0%;TSLA:10.4%;QQQ:20.5%
|
US:63.8;EU:11.3;APAC:14.8;EM:6.5;Other:3.6
|
Value:-0.6;Growth:-1.0;Quality:+0.8;Size:-0.9;Momentum:-0.0;LowVol:-0.9
|
MaxPos6%
| 10
| 25
| 5.4
|
trailing 8%
| 191
| 25.8
|
Bull
| 11.3
| 3.61
| 2.7
| 81
| 110
| 98
| 26
| false
|
Sell
|
Trim extended winner -1%
| 1
| -20
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 32
| -38
| 81
| 5
| false
|
Tax-aware sells next window
|
P9236
|
Cautious
|
401k
|
USD
|
2025-10-30
| 602,355
| 94,398
| 507,957
| 1
| 37.7
| 31.9
| 13.8
| 16.7
|
QQQ:22.0%;TLT:22.0%;VNQ:17.8%;TSLA:22.0%;GLD:16.1%
|
US:60.5;EU:11.9;APAC:15.8;EM:9.3;Other:2.4
|
Value:-0.8;Growth:+0.8;Quality:-0.5;Size:+0.6;Momentum:-0.7;LowVol:-0.7
|
MaxPos8%;NoDerivatives;NoMargin
| 8
| 35
| 3.5
|
trailing 8%
| 136
| 15.9
|
Bull
| 17.6
| 4.38
| 3.2
| 74
| 72
| 98
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| -40
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| 114
| 20
| 196
| 4
| false
|
Increase defensive factor exposure
|
P9237
|
Hands-off
|
IRA
|
USD
|
2025-01-22
| 202,499
| 8,502
| 193,997
| 1
| 65.1
| 26.1
| 0
| 8.8
|
HYG:29.0%;BND:29.0%;MSFT:19.3%;AAPL:22.7%
|
US:66.7;EU:10.7;APAC:13.0;EM:7.2;Other:2.3
|
Value:+0.6;Growth:-1.0;Quality:+1.0;Size:+0.1;Momentum:-0.8;LowVol:-0.7
|
ESGOnly
| 6
| 25
| 5.6
|
hard 10%
| 153
| 19.8
|
Bull
| 14.8
| 3.87
| 2.7
| 96
| 7
| 53
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -7
|
BrokerC
|
VWAP
| 91
| null | null |
Normal monitoring
| 92
| -27
| 227
| 3
| false
|
Increase defensive factor exposure
|
P9238
|
Active
|
IRA
|
USD
|
2025-05-15
| 1,630,401
| 158,090
| 1,472,311
| 1
| 64.7
| 18.5
| 9.4
| 7.4
|
AAPL:8.0%;GLD:22.9%;VTI:22.9%;QQQ:11.5%;HYG:19.4%;TSLA:15.3%
|
US:75.6;EU:5.2;APAC:8.7;EM:9.2;Other:1.3
|
Value:-0.0;Growth:-0.4;Quality:-0.4;Size:-0.8;Momentum:+0.5;LowVol:+0.2
|
MaxPos5%
| 6
| 35
| 4.4
|
hard 12%
| 214
| 17.7
|
Volatile
| 31
| 4.3
| 4
| 123
| 39
| 83
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -31
|
BrokerA
|
LMT
| 90
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -15
| -36
| 56
| 5
| false
|
Tighten stops on momentum names
|
P9239
|
Hands-off
|
IRA
|
USD
|
2025-11-28
| 359,986
| 16,733
| 343,253
| 1
| 60.9
| 26.9
| 5.8
| 6.5
|
TLT:21.8%;VTI:28.1%;MUB:22.1%;IEF:28.1%
|
US:58.6;EU:18.0;APAC:9.9;EM:11.5;Other:2.1
|
Value:-0.9;Growth:+0.7;Quality:-0.4;Size:-0.2;Momentum:-0.0;LowVol:-0.2
|
MaxPos7%
| 8
| 25
| 3.1
|
trailing 8%
| 117
| 17.1
|
Bull
| 15.2
| 4.16
| 3.3
| 95
| 22
| 58
| 45
| false
|
Sell
|
Trim extended winner -1%
| -14
| 14
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 13
| -5
| 119
| 4
| false
|
Increase defensive factor exposure
|
P9240
|
Systematic
|
IRA
|
USD
|
2024-08-25
| 986,938
| 73,590
| 913,348
| 1
| 65.7
| 29
| 0
| 5.4
|
XLF:33.3%;MUB:33.3%;HYG:33.3%
|
US:66.1;EU:14.0;APAC:9.7;EM:7.5;Other:2.7
|
Value:+0.6;Growth:+1.0;Quality:-0.9;Size:+0.1;Momentum:-0.2;LowVol:+0.5
|
MaxPos7%;NoDerivatives
| 8
| 35
| 5.5
|
hard 12%
| 199
| 18.9
|
Sideways
| 16.5
| 4.07
| 3.2
| 108
| 41
| 84
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| 8
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 98
| -46
| 151
| 5
| false
|
Increase defensive factor exposure
|
P9241
|
Active
|
401k
|
USD
|
2025-07-20
| 1,592,304
| 187,548
| 1,404,756
| 1
| 61
| 27.7
| 5.2
| 6.1
|
IEF:23.1%;MUB:8.2%;GLD:23.1%;AAPL:23.1%;XLF:22.4%
|
US:68.0;EU:9.3;APAC:10.2;EM:6.7;Other:5.7
|
Value:+0.1;Growth:-0.6;Quality:+0.8;Size:+0.7;Momentum:+0.1;LowVol:+0.9
|
MaxPos6%;NoDerivatives
| 7
| 25
| 4.6
|
hard 12%
| 141
| 20.8
|
Volatile
| 23.9
| 5.18
| 3.7
| 134
| 32
| 79
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -9
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| -51
| -26
| 23
| 3
| false
|
Increase defensive factor exposure
|
P9242
|
Cautious
|
401k
|
USD
|
2025-10-13
| 315,303
| 49,923
| 265,380
| 1
| 46.8
| 39.3
| 2.8
| 11.2
|
BRK.B:25.6%;TLT:25.6%;GLD:25.6%;XLF:23.3%
|
US:60.9;EU:9.7;APAC:12.9;EM:13.3;Other:3.2
|
Value:-1.0;Growth:+0.6;Quality:+0.2;Size:-0.0;Momentum:+0.4;LowVol:-0.0
|
MaxPos6%;NoDerivatives;NoMargin
| 5
| 25
| 5.7
|
trailing 10%
| 130
| 19.1
|
Sideways
| 15.8
| 4.37
| 2.3
| 113
| 40
| 77
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -19
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 83
| -46
| 175
| 3
| false
|
Within IPS guidelines
|
P9243
|
Cautious
|
401k
|
USD
|
2025-04-29
| 632,879
| 75,720
| 557,159
| 1
| 43
| 40.9
| 0
| 16.1
|
IEF:21.7%;VNQ:26.1%;MSFT:26.1%;TSLA:26.1%
|
US:62.3;EU:19.0;APAC:11.5;EM:6.1;Other:1.2
|
Value:-0.7;Growth:+0.2;Quality:-0.5;Size:-0.3;Momentum:+0.5;LowVol:-1.0
|
ESGOnly;MaxPos7%;NoMargin
| 6
| 35
| 4.6
|
trailing 10%
| 139
| 19.1
|
Bull
| 11.4
| 3.55
| 3.3
| 98
| 69
| 92
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -14
| -11
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 77
| -43
| 86
| 5
| false
|
Monitor dispersion and breadth
|
P9244
|
Active
|
Taxable
|
USD
|
2025-07-07
| 1,695,972
| 185,719
| 1,510,253
| 1
| 62.3
| 18.7
| 10
| 9.1
|
AMZN:21.3%;QQQ:18.3%;MUB:6.1%;IEF:21.3%;TLT:14.2%;VNQ:18.7%
|
US:67.3;EU:7.2;APAC:14.2;EM:6.2;Other:5.1
|
Value:+0.7;Growth:+0.6;Quality:-0.5;Size:-0.7;Momentum:+0.3;LowVol:-0.5
|
MaxPos6%
| 6
| 35
| 5.4
|
trailing 9%
| 167
| 24.4
|
Sideways
| 21.4
| 4.23
| 3.2
| 91
| -1
| 46
| 63
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 7
| -21
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 12
| -1
| 132
| 4
| false
|
Increase defensive factor exposure
|
P9245
|
Cautious
|
Taxable
|
USD
|
2025-02-09
| 205,061
| 22,480
| 182,581
| 1
| 45.6
| 31.2
| 9.2
| 14
|
HYG:21.8%;AAPL:21.8%;VTI:12.4%;BND:9.1%;MUB:21.8%;VNQ:13.0%
|
US:76.3;EU:7.8;APAC:6.9;EM:8.2;Other:0.8
|
Value:+0.1;Growth:+0.9;Quality:-0.7;Size:+0.3;Momentum:-0.8;LowVol:+0.1
|
ESGOnly;MaxPos5%;NoMargin
| 7
| 30
| 5.9
|
trailing 8%
| 115
| 12.4
|
Bear
| 33
| 4.4
| 2.7
| 132
| 18
| 66
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| -34
|
BrokerC
|
VWAP
| 95
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 111
| -31
| 95
| 5
| false
|
Tax-aware sells next window
|
P9246
|
Active
|
IRA
|
USD
|
2025-01-29
| 722,129
| 63,768
| 658,361
| 1
| 60.1
| 29.8
| 4.9
| 5.3
|
AAPL:24.4%;AMZN:9.5%;IEF:24.4%;MSFT:20.8%;HYG:10.2%;VNQ:10.7%
|
US:61.4;EU:15.8;APAC:10.3;EM:10.6;Other:1.9
|
Value:-0.2;Growth:-0.6;Quality:-0.9;Size:+0.3;Momentum:+0.9;LowVol:-0.6
| null | 7
| 25
| 5
|
trailing 9%
| 122
| 18.7
|
Sideways
| 14.9
| 4.12
| 3.4
| 96
| 21
| 56
| 51
| false
|
Sell
|
Trim extended winner -1%
| -12
| -26
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| 25
| -28
| -12
| 5
| false
|
Within IPS guidelines
|
P9247
|
Active
|
Trust
|
USD
|
2025-05-30
| 741,476
| 59,496
| 681,980
| 1
| 67.6
| 19.2
| 7.1
| 6.1
|
VOO:18.8%;IEF:21.5%;HYG:21.5%;AAPL:21.0%;MUB:17.3%
|
US:63.7;EU:12.1;APAC:15.6;EM:5.8;Other:2.9
|
Value:-0.4;Growth:-0.1;Quality:+0.9;Size:+0.1;Momentum:+0.3;LowVol:+1.0
| null | 5
| 35
| 5
|
trailing 9%
| 134
| 17.8
|
Sideways
| 21.8
| 3.56
| 2.6
| 99
| -6
| 43
| 59
| false
|
Buy
|
Add to core equity +1%
| -9
| 5
|
BrokerD
|
VWAP
| 85
| null | null |
Normal monitoring
| -24
| -2
| 18
| 3
| false
|
Monitor dispersion and breadth
|
P9248
|
Opportunistic
|
Trust
|
USD
|
2025-06-04
| 532,662
| 28,530
| 504,132
| 1
| 72.5
| 15.6
| 4.9
| 7
|
QQQ:21.8%;GLD:19.1%;VTI:21.8%;TSLA:16.4%;VOO:20.9%
|
US:61.7;EU:9.7;APAC:12.7;EM:10.7;Other:5.3
|
Value:-0.9;Growth:-0.8;Quality:+0.5;Size:-1.0;Momentum:-0.0;LowVol:+0.1
|
MaxPos5%;NoDerivatives
| 8
| 30
| 5.3
|
hard 12%
| 228
| 26.5
|
Sideways
| 17.4
| 4.76
| 3.1
| 109
| -7
| 49
| 58
| false
|
Buy
|
Add to core equity +1%
| -10
| -2
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| -3
| -29
| 43
| 3
| false
|
Tighten stops on momentum names
|
P9249
|
Cautious
|
Trust
|
USD
|
2024-07-14
| 869,326
| 133,922
| 735,404
| 1
| 35.2
| 33
| 14.6
| 17.2
|
IEF:26.0%;MSFT:22.1%;HYG:26.0%;MUB:26.0%
|
US:74.3;EU:9.5;APAC:11.0;EM:3.1;Other:2.1
|
Value:0.0;Growth:-0.4;Quality:+0.9;Size:+1.0;Momentum:+0.4;LowVol:-0.4
|
MaxPos7%;NoMargin
| 5
| 30
| 5.7
|
trailing 8%
| 135
| 18.2
|
Bull
| 14.5
| 3.56
| 2.1
| 119
| 109
| 94
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -6
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 45
| -20
| 50
| 5
| false
|
Within IPS guidelines
|
P9250
|
Hands-off
|
401k
|
USD
|
2025-07-20
| 250,051
| 24,118
| 225,933
| 1
| 62.5
| 18.6
| 12
| 6.9
|
GLD:19.9%;TSLA:10.6%;BND:24.0%;IEF:24.0%;VOO:21.5%
|
US:62.5;EU:15.8;APAC:13.0;EM:6.4;Other:2.3
|
Value:+0.8;Growth:-0.5;Quality:-0.5;Size:-0.5;Momentum:+0.3;LowVol:-0.9
|
MaxPos5%
| 6
| 25
| 4.6
|
trailing 8%
| 132
| 12.7
|
Bear
| 34.7
| 3.93
| 2.1
| 136
| -65
| 19
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 24
| 3
|
BrokerC
|
MKT
| 88
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 59
| -16
| 189
| 2
| false
|
Increase defensive factor exposure
|
P9251
|
Systematic
|
401k
|
USD
|
2024-10-30
| 1,239,608
| 88,085
| 1,151,523
| 1
| 56.9
| 24.1
| 11.4
| 7.6
|
XLF:37.2%;HYG:37.2%;GLD:25.7%
|
US:64.7;EU:13.6;APAC:11.2;EM:6.8;Other:3.7
|
Value:+0.9;Growth:+0.2;Quality:+0.4;Size:-0.1;Momentum:-0.4;LowVol:-0.5
| null | 8
| 35
| 5.6
|
hard 12%
| 135
| 16.5
|
Volatile
| 31.2
| 5.41
| 2.3
| 156
| -51
| 9
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 1
| -2
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| -59
| -53
| 62
| 4
| false
|
Tax-aware sells next window
|
P9252
|
Hands-off
|
Trust
|
USD
|
2025-02-01
| 836,727
| 45,906
| 790,821
| 1
| 70.9
| 21.2
| 0.6
| 7.4
|
HYG:24.4%;IEF:19.5%;TLT:24.4%;MUB:12.2%;TSLA:19.6%
|
US:71.0;EU:10.6;APAC:7.5;EM:9.7;Other:1.2
|
Value:-0.9;Growth:+0.6;Quality:-0.5;Size:+0.7;Momentum:-0.6;LowVol:+0.2
|
ESGOnly
| 10
| 25
| 4.6
|
trailing 8%
| 130
| 17.3
|
Volatile
| 24.9
| 4.16
| 3.6
| 110
| -4
| 39
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| 11
| -28
|
BrokerA
|
MKT
| 98
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 69
| -58
| 182
| 2
| true
|
Increase defensive factor exposure
|
P9253
|
Opportunistic
|
IRA
|
USD
|
2025-04-04
| 1,740,579
| 53,758
| 1,686,821
| 1
| 72.6
| 16.8
| 4.8
| 5.8
|
IEF:23.4%;TLT:12.3%;MUB:23.2%;VNQ:23.4%;VTI:17.8%
|
US:59.2;EU:9.3;APAC:15.8;EM:11.7;Other:4.0
|
Value:+0.6;Growth:-1.0;Quality:-1.0;Size:+0.7;Momentum:-0.9;LowVol:+0.7
| null | 8
| 30
| 6.5
|
trailing 7%
| 243
| 30.3
|
Bear
| 22.4
| 3.67
| 2.2
| 163
| -27
| 51
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 33
| -12
|
BrokerB
|
MKT
| 93
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -38
| -27
| 82
| 4
| false
|
Tighten stops on momentum names
|
P9254
|
Active
|
401k
|
USD
|
2025-10-29
| 933,437
| 109,494
| 823,943
| 1
| 55.6
| 27.7
| 8.3
| 8.4
|
TLT:12.1%;BND:18.0%;MUB:20.3%;QQQ:24.8%;VOO:24.8%
|
US:66.7;EU:11.3;APAC:8.5;EM:10.7;Other:2.8
|
Value:-0.6;Growth:+0.2;Quality:+1.0;Size:-1.0;Momentum:+0.9;LowVol:+0.2
|
MaxPos8%
| 7
| 35
| 4.6
|
trailing 9%
| 188
| 27.3
|
Sideways
| 16.2
| 3.64
| 3.2
| 131
| -20
| 34
| 51
| false
|
Sell
|
Trim extended winner -1%
| 11
| -30
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 77
| 17
| 67
| 4
| false
|
Monitor dispersion and breadth
|
P9255
|
Cautious
|
IRA
|
USD
|
2025-03-20
| 314,576
| 41,029
| 273,547
| 1
| 47
| 38.6
| 0
| 14.4
|
HYG:7.5%;QQQ:23.4%;TLT:23.4%;TSLA:22.4%;AAPL:23.4%
|
US:72.6;EU:10.2;APAC:5.0;EM:7.8;Other:4.4
|
Value:-0.8;Growth:-0.9;Quality:-0.1;Size:-0.2;Momentum:-0.3;LowVol:-0.4
|
ESGOnly;NoMargin
| 7
| 30
| 3.9
|
trailing 8%
| 105
| 18.7
|
Bear
| 34.1
| 3.88
| 1.8
| 190
| -11
| 40
| 84
| true
|
Hedge
|
Buy index puts 1% notional
| 25
| -18
|
BrokerD
|
LMT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 82
| 9
| 49
| 5
| false
|
Tighten stops on momentum names
|
P9256
|
Cautious
|
Roth
|
USD
|
2024-07-13
| 366,624
| 46,219
| 320,405
| 1
| 44.3
| 32.7
| 9.4
| 13.5
|
VNQ:22.2%;XLF:7.7%;MSFT:22.2%;AAPL:11.8%;VTI:13.8%;GLD:22.2%
|
US:63.6;EU:10.9;APAC:10.7;EM:10.8;Other:4.0
|
Value:+0.9;Growth:-0.4;Quality:+0.9;Size:+0.2;Momentum:+0.1;LowVol:-0.7
|
MaxPos8%;NoMargin
| 5
| 25
| 5.2
|
trailing 8%
| 96
| 19.1
|
Bear
| 27.5
| 3.21
| 2.8
| 214
| -110
| 5
| 69
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 23
| -8
|
BrokerB
|
MKT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 87
| -30
| 184
| 5
| true
|
Tax-aware sells next window
|
P9257
|
Hands-off
|
Trust
|
USD
|
2025-11-19
| 337,429
| 24,156
| 313,273
| 1
| 56.9
| 23.1
| 11.8
| 8.2
|
TSLA:17.6%;XLF:25.7%;VNQ:25.7%;AMZN:15.1%;BND:15.9%
|
US:62.6;EU:14.3;APAC:12.6;EM:7.9;Other:2.7
|
Value:-0.4;Growth:+0.2;Quality:-0.7;Size:+0.1;Momentum:+0.1;LowVol:-0.7
|
ESGOnly;NoDerivatives
| 8
| 35
| 4.2
|
trailing 10%
| 165
| 15.9
|
Sideways
| 20.4
| 4.71
| 2.2
| 133
| 54
| 89
| 61
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -40
|
BrokerC
|
MKT
| 97
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 43
| -55
| 154
| 5
| false
|
Monitor dispersion and breadth
|
P9258
|
Active
|
Taxable
|
USD
|
2025-08-27
| 2,211,857
| 256,807
| 1,955,050
| 1
| 58.1
| 19.3
| 14.5
| 8.1
|
GLD:16.3%;MSFT:11.0%;BRK.B:7.2%;TLT:21.8%;QQQ:21.8%;MUB:21.8%
|
US:66.1;EU:13.0;APAC:11.5;EM:7.2;Other:2.2
|
Value:-0.4;Growth:-0.8;Quality:-0.2;Size:-0.8;Momentum:-0.3;LowVol:+0.3
| null | 6
| 30
| 4.4
|
trailing 9%
| 181
| 17.2
|
Volatile
| 21.2
| 4.1
| 4.1
| 118
| -18
| 51
| 57
| false
|
Buy
|
Add to core equity +1%
| 6
| 7
|
BrokerB
|
MKT
| 100
| null | null |
Normal monitoring
| 81
| -45
| 206
| 5
| false
|
Tax-aware sells next window
|
P9259
|
Systematic
|
Roth
|
USD
|
2025-07-29
| 1,526,424
| 127,290
| 1,399,134
| 1
| 68.2
| 25.9
| 0
| 5.9
|
BRK.B:9.8%;BND:22.8%;VNQ:21.9%;AAPL:22.8%;TSLA:22.8%
|
US:56.2;EU:18.9;APAC:12.4;EM:12.3;Other:0.2
|
Value:+0.1;Growth:+0.4;Quality:+0.5;Size:-0.8;Momentum:+0.7;LowVol:-0.7
|
NoDerivatives
| 10
| 30
| 5.3
|
trailing 9%
| 151
| 18.7
|
Sideways
| 14.6
| 3.74
| 2.9
| 114
| 20
| 65
| 52
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| 11
|
BrokerC
|
VWAP
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 64
| 10
| 178
| 4
| true
|
Tax-aware sells next window
|
P9260
|
Systematic
|
Roth
|
USD
|
2025-05-01
| 910,982
| 71,670
| 839,312
| 1
| 64.7
| 23.9
| 3.1
| 8.4
|
XLF:19.3%;IEF:23.3%;MSFT:17.3%;VNQ:23.3%;HYG:16.7%
|
US:64.3;EU:15.7;APAC:8.6;EM:10.9;Other:0.4
|
Value:-0.4;Growth:+0.7;Quality:+0.6;Size:+0.1;Momentum:-0.1;LowVol:0.0
| null | 8
| 30
| 4.8
|
hard 12%
| 208
| 27.3
|
Bull
| 13.9
| 4.51
| 3.5
| 101
| 107
| 89
| 40
| false
|
Sell
|
Trim extended winner -1%
| 5
| -6
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 0
| -10
| 120
| 5
| false
|
Tax-aware sells next window
|
P9261
|
Cautious
|
IRA
|
USD
|
2025-05-27
| 235,093
| 25,570
| 209,523
| 1
| 41.6
| 41.3
| 5.2
| 11.9
|
AMZN:26.8%;BND:27.1%;BRK.B:27.1%;VNQ:19.1%
|
US:71.4;EU:11.8;APAC:7.0;EM:7.3;Other:2.5
|
Value:+0.6;Growth:-0.5;Quality:-0.6;Size:-0.0;Momentum:-0.6;LowVol:-0.7
|
ESGOnly;NoMargin
| 7
| 35
| 4.6
|
trailing 8%
| 107
| 15.8
|
Volatile
| 31.2
| 4.95
| 3.2
| 123
| 62
| 68
| 64
| false
|
Buy
|
Add to core equity +1%
| 31
| -33
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| -51
| 18
| -4
| 4
| false
|
Increase defensive factor exposure
|
P9262
|
Active
|
Trust
|
USD
|
2025-05-05
| 877,655
| 76,203
| 801,452
| 1
| 66.2
| 20.5
| 6.8
| 6.5
|
TSLA:34.2%;IEF:31.6%;VTI:34.2%
|
US:69.5;EU:15.3;APAC:6.9;EM:5.9;Other:2.4
|
Value:+0.8;Growth:+0.4;Quality:+0.2;Size:-0.4;Momentum:-0.9;LowVol:-0.4
| null | 8
| 35
| 5
|
trailing 9%
| 183
| 27.3
|
Volatile
| 31.7
| 5.06
| 4.5
| 165
| -4
| 57
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 2
| -31
|
BrokerB
|
VWAP
| 86
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -41
| -13
| -3
| 5
| false
|
Monitor dispersion and breadth
|
P9263
|
Opportunistic
|
IRA
|
USD
|
2025-05-03
| 1,194,111
| 44,702
| 1,149,409
| 1
| 76.3
| 12
| 5.8
| 6
|
VTI:26.1%;BND:21.6%;MUB:26.1%;TLT:26.1%
|
US:64.1;EU:8.9;APAC:11.4;EM:15.0;Other:0.5
|
Value:-1.0;Growth:-0.6;Quality:+0.2;Size:+0.5;Momentum:-0.3;LowVol:+0.3
| null | 10
| 25
| 4
|
trailing 9%
| 171
| 22
|
Bull
| 13.5
| 4.26
| 2.3
| 96
| 7
| 62
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| 5
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 101
| -49
| 148
| 3
| false
|
Within IPS guidelines
|
P9264
|
Active
|
Roth
|
USD
|
2024-10-07
| 1,321,811
| 104,139
| 1,217,672
| 1
| 63.4
| 28.1
| 0
| 8.5
|
XLF:22.1%;VOO:13.1%;AAPL:22.1%;VTI:20.5%;HYG:22.1%
|
US:67.0;EU:17.7;APAC:7.8;EM:4.4;Other:3.0
|
Value:+0.1;Growth:+0.9;Quality:-0.1;Size:+0.2;Momentum:-0.2;LowVol:+0.8
| null | 7
| 25
| 4.6
|
trailing 9%
| 135
| 19.4
|
Sideways
| 19.3
| 3.61
| 2.1
| 111
| 31
| 52
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| 15
|
BrokerC
|
MKT
| 94
| null | null |
Normal monitoring
| 42
| -7
| 60
| 4
| false
|
Monitor dispersion and breadth
|
P9265
|
Cautious
|
Trust
|
USD
|
2025-01-22
| 744,160
| 62,229
| 681,931
| 1
| 47.7
| 38.4
| 0
| 13.9
|
MUB:22.2%;AMZN:22.2%;XLF:12.0%;VOO:21.3%;BRK.B:22.2%
|
US:65.2;EU:15.5;APAC:8.1;EM:8.6;Other:2.6
|
Value:+0.3;Growth:-0.9;Quality:+0.4;Size:-0.1;Momentum:+0.9;LowVol:-0.0
|
MaxPos5%;NoMargin
| 8
| 30
| 5.6
|
trailing 8%
| 115
| 17.5
|
Bull
| 16.9
| 3.94
| 2.5
| 111
| 63
| 85
| 52
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| 7
|
BrokerB
|
VWAP
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -39
| 15
| 17
| 2
| false
|
Within IPS guidelines
|
P9266
|
Cautious
|
Trust
|
USD
|
2025-10-22
| 157,599
| 14,554
| 143,045
| 1
| 48.5
| 33.3
| 5.1
| 13.1
|
VTI:25.5%;VNQ:23.5%;BRK.B:25.5%;TLT:25.5%
|
US:60.4;EU:13.2;APAC:11.2;EM:10.6;Other:4.7
|
Value:+0.2;Growth:-0.9;Quality:-0.9;Size:+0.2;Momentum:+0.4;LowVol:-0.8
|
MaxPos5%;NoDerivatives;NoMargin
| 6
| 30
| 5.2
|
trailing 10%
| 94
| 17.8
|
Bull
| 17
| 4.81
| 2.8
| 116
| 80
| 99
| 47
| false
|
Sell
|
Trim extended winner -1%
| 19
| -7
|
BrokerB
|
VWAP
| 92
| null | null |
Normal monitoring
| -18
| 20
| 34
| 5
| false
|
Increase defensive factor exposure
|
P9267
|
Systematic
|
401k
|
USD
|
2025-10-25
| 542,392
| 44,455
| 497,937
| 1
| 62.3
| 31.5
| 0
| 6.2
|
VNQ:11.2%;XLF:20.8%;MUB:20.8%;AMZN:19.7%;MSFT:17.3%;BRK.B:10.3%
|
US:68.8;EU:11.5;APAC:13.1;EM:4.0;Other:2.6
|
Value:-0.7;Growth:+0.4;Quality:+0.4;Size:-1.0;Momentum:-1.0;LowVol:+0.8
| null | 8
| 35
| 4.8
|
trailing 8%
| 184
| 27.7
|
Bull
| 14.8
| 4.08
| 3.1
| 74
| 57
| 65
| 36
| false
|
Buy
|
Add to core equity +1%
| -12
| -12
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| -18
| -42
| 98
| 5
| false
|
Increase defensive factor exposure
|
P9268
|
Hands-off
|
Roth
|
USD
|
2025-11-07
| 467,823
| 36,110
| 431,713
| 1
| 66.2
| 27.2
| 0
| 6.7
|
MUB:9.7%;VNQ:14.6%;BRK.B:19.3%;VTI:22.4%;XLF:22.4%;IEF:11.6%
|
US:66.6;EU:16.4;APAC:8.2;EM:6.7;Other:2.1
|
Value:+0.8;Growth:+0.1;Quality:-0.1;Size:+0.5;Momentum:-0.6;LowVol:-0.5
|
MaxPos5%
| 7
| 25
| 4
|
trailing 8%
| 136
| 13.7
|
Bull
| 17.2
| 4.86
| 2.3
| 110
| 71
| 95
| 60
| false
|
Buy
|
Add to core equity +1%
| 25
| 7
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 103
| -36
| 86
| 4
| false
|
Within IPS guidelines
|
P9269
|
Active
|
401k
|
USD
|
2025-11-19
| 681,082
| 72,983
| 608,099
| 1
| 58.2
| 29.7
| 5.1
| 7
|
TSLA:14.7%;MUB:24.8%;VTI:24.8%;AMZN:19.4%;BRK.B:16.3%
|
US:65.6;EU:13.9;APAC:5.5;EM:10.9;Other:4.1
|
Value:+0.5;Growth:+0.4;Quality:-0.9;Size:+0.4;Momentum:-0.7;LowVol:-0.3
| null | 7
| 30
| 5.2
|
trailing 8%
| 205
| 25.6
|
Bear
| 30.6
| 3.53
| 1.2
| 210
| 38
| 56
| 66
| false
|
Sell
|
Trim extended winner -1%
| 10
| -17
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| 0
| -35
| 8
| 3
| false
|
Tighten stops on momentum names
|
P9270
|
Cautious
|
401k
|
USD
|
2024-12-05
| 552,040
| 82,877
| 469,163
| 1
| 42.7
| 40.6
| 0
| 16.7
|
VOO:14.2%;XLF:24.8%;BRK.B:11.3%;BND:24.8%;TSLA:24.8%
|
US:69.5;EU:11.0;APAC:6.4;EM:7.5;Other:5.6
|
Value:+0.1;Growth:+0.8;Quality:-0.3;Size:-0.7;Momentum:+0.8;LowVol:-0.7
|
NoMargin
| 8
| 35
| 4.1
|
trailing 8%
| 165
| 19.6
|
Bull
| 15.1
| 4.41
| 2.5
| 93
| 22
| 52
| 44
| false
|
Buy
|
Add to core equity +1%
| -9
| -7
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| -24
| 14
| 100
| 4
| false
|
Within IPS guidelines
|
P9271
|
Hands-off
|
IRA
|
USD
|
2024-11-14
| 839,302
| 55,401
| 783,901
| 1
| 68.8
| 26.4
| 0
| 4.9
|
GLD:21.4%;XLF:17.7%;TLT:21.4%;QQQ:20.8%;VOO:18.6%
|
US:64.5;EU:11.3;APAC:12.1;EM:8.3;Other:3.8
|
Value:+0.1;Growth:+0.8;Quality:-0.7;Size:-0.6;Momentum:-0.3;LowVol:+1.0
|
NoDerivatives
| 10
| 30
| 5.6
|
trailing 8%
| 118
| 17.3
|
Sideways
| 18.7
| 4.15
| 3.3
| 134
| 56
| 71
| 57
| false
|
NoAction
|
Within bands; monitor
| 25
| 12
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| -23
| 5
| 43
| 4
| false
|
Tax-aware sells next window
|
P9272
|
Opportunistic
|
Taxable
|
USD
|
2025-03-17
| 353,932
| 20,779
| 333,153
| 1
| 66.4
| 17
| 9.8
| 6.7
|
BRK.B:22.6%;TLT:23.6%;AAPL:11.3%;GLD:23.6%;HYG:18.8%
|
US:71.0;EU:16.6;APAC:7.2;EM:4.6;Other:0.5
|
Value:+0.9;Growth:-0.5;Quality:-0.3;Size:-0.3;Momentum:+0.6;LowVol:-0.8
| null | 10
| 30
| 6.8
|
trailing 9%
| 259
| 20.6
|
Volatile
| 30
| 3.72
| 2.5
| 131
| 37
| 80
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| 2
|
BrokerC
|
MKT
| 88
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 114
| -41
| 81
| 3
| false
|
Within IPS guidelines
|
P9273
|
Cautious
|
401k
|
USD
|
2025-07-20
| 850,457
| 101,475
| 748,982
| 1
| 38
| 32.7
| 12.4
| 16.9
|
IEF:33.3%;VTI:33.3%;VOO:33.3%
|
US:64.3;EU:18.5;APAC:10.3;EM:5.0;Other:1.9
|
Value:-0.5;Growth:-0.3;Quality:+0.8;Size:-0.9;Momentum:-0.2;LowVol:0.0
|
NoDerivatives;NoMargin
| 6
| 25
| 5.4
|
trailing 8%
| 129
| 19.8
|
Bull
| 14.6
| 3.71
| 2.2
| 76
| 107
| 90
| 31
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 11
| -33
|
BrokerB
|
LMT
| 97
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -42
| -36
| -10
| 4
| false
|
Increase defensive factor exposure
|
P9274
|
Cautious
|
401k
|
USD
|
2025-09-29
| 811,180
| 121,896
| 689,284
| 1
| 54.3
| 33.5
| 1.7
| 10.6
|
VOO:20.8%;MSFT:18.6%;AAPL:6.4%;MUB:20.8%;TSLA:20.8%;VNQ:12.7%
|
US:68.1;EU:10.1;APAC:11.7;EM:10.0;Other:0.1
|
Value:+0.7;Growth:+0.5;Quality:+0.3;Size:-0.5;Momentum:+0.5;LowVol:+0.1
|
NoMargin
| 10
| 35
| 4.7
|
trailing 8%
| 110
| 14.5
|
Volatile
| 24.5
| 5.12
| 4.1
| 138
| 59
| 76
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| 4
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 41
| 6
| 96
| 3
| false
|
Monitor dispersion and breadth
|
P9275
|
Cautious
|
Taxable
|
USD
|
2025-12-19
| 639,463
| 90,886
| 548,577
| 1
| 47
| 30
| 8.5
| 14.5
|
BND:27.3%;VOO:25.1%;MSFT:20.3%;HYG:27.3%
|
US:61.0;EU:16.8;APAC:13.6;EM:5.1;Other:3.5
|
Value:+0.7;Growth:+0.4;Quality:-0.3;Size:+1.0;Momentum:+0.2;LowVol:-0.4
|
NoDerivatives;NoMargin
| 7
| 25
| 3.5
|
trailing 8%
| 101
| 18
|
Volatile
| 26.6
| 4.26
| 3.3
| 159
| -12
| 58
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -7
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 40
| -14
| 157
| 3
| false
|
Within IPS guidelines
|
P9276
|
Hands-off
|
Taxable
|
USD
|
2025-06-23
| 858,713
| 83,224
| 775,489
| 1
| 56.7
| 27.5
| 8.3
| 7.5
|
VNQ:23.7%;VTI:22.5%;TSLA:23.7%;AMZN:17.8%;HYG:12.2%
|
US:64.1;EU:14.3;APAC:9.9;EM:7.1;Other:4.6
|
Value:-0.3;Growth:-0.5;Quality:-0.4;Size:+0.1;Momentum:-0.4;LowVol:0.0
|
ESGOnly
| 10
| 30
| 5.4
|
trailing 8%
| 118
| 14.2
|
Bull
| 15.7
| 4.61
| 2.2
| 103
| 77
| 77
| 39
| false
|
Buy
|
Add to core equity +1%
| -3
| -10
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 24
| 13
| 115
| 4
| false
|
Increase defensive factor exposure
|
P9277
|
Hands-off
|
Roth
|
USD
|
2025-11-11
| 240,996
| 15,089
| 225,907
| 1
| 56.5
| 18.3
| 18.4
| 6.7
|
AAPL:25.0%;TLT:25.0%;HYG:25.0%;BRK.B:25.0%
|
US:60.5;EU:16.1;APAC:9.7;EM:12.0;Other:1.6
|
Value:+0.8;Growth:-0.7;Quality:0.0;Size:-0.4;Momentum:+0.8;LowVol:+0.6
|
NoDerivatives
| 6
| 25
| 4.9
|
trailing 8%
| 123
| 20
|
Sideways
| 20
| 3.53
| 2.4
| 114
| -19
| 49
| 61
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| -33
|
BrokerA
|
MKT
| 87
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -18
| -33
| 55
| 2
| false
|
Increase defensive factor exposure
|
P9278
|
Hands-off
|
Taxable
|
USD
|
2024-09-06
| 434,511
| 18,002
| 416,509
| 1
| 67.6
| 21.2
| 2.5
| 8.7
|
XLF:17.4%;TSLA:6.8%;VOO:22.4%;IEF:22.4%;VNQ:22.4%;QQQ:8.6%
|
US:64.7;EU:16.8;APAC:7.2;EM:9.6;Other:1.7
|
Value:-0.5;Growth:0.0;Quality:-0.3;Size:+0.3;Momentum:+0.3;LowVol:-0.8
|
ESGOnly
| 5
| 25
| 4.9
|
trailing 8%
| 159
| 16
|
Bull
| 17.3
| 3.86
| 2.3
| 101
| 0
| 41
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| -13
|
BrokerB
|
VWAP
| 98
| null | null |
Normal monitoring
| 28
| 4
| 33
| 4
| false
|
Monitor dispersion and breadth
|
P9279
|
Hands-off
|
Trust
|
USD
|
2024-11-25
| 533,788
| 24,187
| 509,601
| 1
| 62.6
| 23.5
| 8.3
| 5.6
|
VOO:33.3%;MSFT:33.3%;AAPL:33.3%
|
US:59.2;EU:11.9;APAC:15.8;EM:8.0;Other:5.2
|
Value:-0.9;Growth:+0.9;Quality:-1.0;Size:-1.0;Momentum:-0.8;LowVol:+0.8
|
ESGOnly;MaxPos5%;NoDerivatives
| 10
| 35
| 4.9
|
trailing 8%
| 147
| 14.5
|
Volatile
| 27.1
| 5.02
| 3
| 166
| 17
| 68
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| -32
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -14
| 11
| 117
| 4
| false
|
Monitor dispersion and breadth
|
P9280
|
Systematic
|
Trust
|
USD
|
2024-12-13
| 1,752,415
| 152,979
| 1,599,436
| 1
| 67.4
| 23.6
| 0
| 9
|
BRK.B:36.8%;VTI:36.8%;XLF:26.3%
|
US:67.6;EU:17.7;APAC:5.3;EM:5.6;Other:3.7
|
Value:+0.1;Growth:+0.6;Quality:+0.9;Size:-0.5;Momentum:+0.6;LowVol:+0.3
| null | 6
| 30
| 5.5
|
trailing 8%
| 157
| 19.1
|
Bear
| 27.9
| 3.61
| 2.5
| 214
| -73
| 8
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 5
| -20
|
BrokerA
|
LMT
| 97
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 70
| -52
| 104
| 2
| false
|
Tighten stops on momentum names
|
P9281
|
Active
|
IRA
|
USD
|
2025-03-16
| 1,285,011
| 127,623
| 1,157,388
| 1
| 61.3
| 27.3
| 4.4
| 7
|
AAPL:10.1%;TSLA:19.4%;MSFT:15.2%;IEF:20.9%;BRK.B:19.6%;XLF:14.8%
|
US:71.9;EU:7.0;APAC:12.4;EM:4.8;Other:3.9
|
Value:-0.1;Growth:-0.5;Quality:+0.5;Size:-0.5;Momentum:+0.2;LowVol:+0.8
|
MaxPos8%
| 10
| 35
| 4.1
|
trailing 8%
| 175
| 23.9
|
Volatile
| 21.4
| 4.11
| 3.1
| 156
| -2
| 34
| 68
| false
|
Sell
|
Trim extended winner -1%
| -1
| -39
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 30
| 5
| 33
| 3
| false
|
Increase defensive factor exposure
|
P9282
|
Opportunistic
|
IRA
|
USD
|
2025-05-08
| 678,299
| 38,715
| 639,584
| 1
| 74.5
| 13.5
| 7.3
| 4.6
|
QQQ:15.1%;VNQ:11.8%;IEF:10.1%;MSFT:23.3%;TSLA:23.3%;VOO:16.6%
|
US:61.6;EU:14.1;APAC:14.9;EM:8.6;Other:0.8
|
Value:+0.5;Growth:-0.5;Quality:+0.9;Size:+0.5;Momentum:+0.7;LowVol:-0.3
|
NoDerivatives
| 5
| 30
| 4.3
|
hard 12%
| 204
| 23.8
|
Bull
| 16.4
| 3.52
| 3.4
| 88
| 93
| 100
| 49
| false
|
NoAction
|
Within bands; monitor
| 24
| 15
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| 24
| 9
| 11
| 4
| false
|
Within IPS guidelines
|
P9283
|
Hands-off
|
Roth
|
USD
|
2025-04-17
| 463,445
| 37,245
| 426,200
| 1
| 55.4
| 27.5
| 11.1
| 6
|
TLT:16.9%;HYG:21.4%;BRK.B:21.4%;MUB:19.0%;TSLA:21.3%
|
US:74.0;EU:6.1;APAC:10.0;EM:8.9;Other:1.0
|
Value:-0.9;Growth:-0.5;Quality:-0.4;Size:+0.8;Momentum:+0.1;LowVol:+0.9
|
ESGOnly
| 7
| 25
| 4.8
|
trailing 8%
| 152
| 15.1
|
Bear
| 24.5
| 3.16
| 2.6
| 146
| -46
| 27
| 57
| false
|
NoAction
|
Within bands; monitor
| -13
| 12
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| -33
| 1
| -20
| 3
| false
|
Tighten stops on momentum names
|
P9284
|
Hands-off
|
Roth
|
USD
|
2025-04-02
| 681,471
| 45,425
| 636,046
| 1
| 65.1
| 16.4
| 9.9
| 8.5
|
QQQ:23.4%;MUB:23.4%;HYG:9.4%;VTI:20.6%;VOO:23.4%
|
US:69.1;EU:13.7;APAC:5.6;EM:7.1;Other:4.4
|
Value:-0.6;Growth:-0.7;Quality:-0.6;Size:+0.2;Momentum:+0.5;LowVol:-0.2
|
NoDerivatives
| 5
| 25
| 4.4
|
trailing 8%
| 130
| 16.1
|
Bull
| 13.4
| 4.13
| 2.6
| 96
| 65
| 68
| 35
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 12
| -8
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| -45
| -49
| -44
| 5
| false
|
Monitor dispersion and breadth
|
P9285
|
Opportunistic
|
Roth
|
USD
|
2025-08-01
| 1,467,750
| 55,305
| 1,412,445
| 1
| 71.9
| 20.5
| 0
| 7.6
|
MSFT:33.3%;QQQ:33.3%;IEF:33.3%
|
US:63.9;EU:16.7;APAC:11.8;EM:7.6;Other:0.0
|
Value:+0.1;Growth:-0.3;Quality:+0.5;Size:-0.1;Momentum:-0.5;LowVol:-0.5
| null | 7
| 30
| 5.6
|
hard 12%
| 240
| 32.6
|
Bull
| 11.7
| 4.39
| 3.3
| 120
| 65
| 89
| 49
| false
|
Buy
|
Add to core equity +1%
| 28
| 10
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 92
| 2
| 95
| 3
| false
|
Tax-aware sells next window
|
P9286
|
Hands-off
|
Trust
|
USD
|
2024-12-25
| 182,530
| 10,667
| 171,863
| 1
| 66.6
| 26.3
| 0
| 7
|
MUB:33.3%;BRK.B:33.3%;AMZN:33.3%
|
US:67.6;EU:9.7;APAC:7.8;EM:9.4;Other:5.5
|
Value:+0.2;Growth:-0.9;Quality:+0.5;Size:+0.9;Momentum:-0.8;LowVol:+0.8
| null | 8
| 25
| 5.9
|
hard 10%
| 125
| 15.8
|
Bear
| 22.4
| 3.37
| 1.7
| 143
| -30
| 37
| 62
| false
|
Buy
|
Add to core equity +1%
| -15
| -29
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| 98
| 2
| 90
| 4
| false
|
Monitor dispersion and breadth
|
P9287
|
Hands-off
|
Roth
|
USD
|
2025-10-17
| 414,051
| 40,125
| 373,926
| 1
| 73.5
| 17
| 2.8
| 6.7
|
VOO:26.3%;GLD:26.3%;VTI:26.3%;MSFT:21.0%
|
US:66.4;EU:14.0;APAC:6.4;EM:10.6;Other:2.6
|
Value:-0.6;Growth:+0.7;Quality:+0.9;Size:+0.6;Momentum:+0.1;LowVol:-0.3
|
NoDerivatives
| 8
| 25
| 3.6
|
trailing 8%
| 164
| 19.6
|
Bull
| 16.2
| 4.43
| 3.2
| 102
| 29
| 74
| 47
| true
|
Rebalance
|
Rebalance back to target bands
| 16
| -22
|
BrokerB
|
LMT
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 81
| 13
| 182
| 4
| false
|
Tighten stops on momentum names
|
P9288
|
Cautious
|
IRA
|
USD
|
2024-08-24
| 556,778
| 66,363
| 490,415
| 1
| 43.6
| 32.6
| 10.6
| 13.2
|
VTI:33.3%;QQQ:33.3%;MUB:33.3%
|
US:66.5;EU:16.9;APAC:5.6;EM:10.6;Other:0.4
|
Value:-0.6;Growth:+0.9;Quality:-0.9;Size:+0.9;Momentum:+0.4;LowVol:-0.4
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 35
| 5.6
|
trailing 8%
| 99
| 15.7
|
Volatile
| 28.2
| 3.63
| 2.6
| 172
| 37
| 70
| 64
| false
|
Sell
|
Trim extended winner -1%
| 2
| 10
|
BrokerA
|
VWAP
| 87
| null | null |
Normal monitoring
| 109
| -13
| 165
| 5
| false
|
Increase defensive factor exposure
|
P9289
|
Hands-off
|
Taxable
|
USD
|
2025-02-23
| 609,433
| 38,463
| 570,970
| 1
| 66.7
| 24.6
| 0
| 8.7
|
AMZN:33.3%;QQQ:33.3%;TSLA:33.3%
|
US:74.3;EU:9.7;APAC:8.2;EM:4.4;Other:3.4
|
Value:+0.5;Growth:+0.1;Quality:+0.5;Size:+0.9;Momentum:-0.5;LowVol:-0.0
|
MaxPos6%;NoDerivatives
| 10
| 35
| 4.5
|
hard 10%
| 127
| 15.2
|
Bull
| 12.9
| 4.79
| 3
| 96
| 94
| 100
| 53
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -3
| -5
|
BrokerA
|
VWAP
| 95
| null | null |
Normal monitoring
| 56
| 20
| 63
| 3
| false
|
Tax-aware sells next window
|
P9290
|
Opportunistic
|
Trust
|
USD
|
2025-07-08
| 379,888
| 11,992
| 367,896
| 1
| 74
| 17.3
| 0
| 8.7
|
VTI:10.8%;IEF:23.9%;QQQ:17.6%;GLD:23.9%;AMZN:23.9%
|
US:67.8;EU:8.2;APAC:14.4;EM:8.1;Other:1.5
|
Value:-0.2;Growth:+1.0;Quality:+0.3;Size:-0.7;Momentum:-0.6;LowVol:-0.2
| null | 8
| 30
| 5.1
|
hard 12%
| 220
| 26.8
|
Bull
| 14.4
| 4.33
| 3.4
| 108
| 77
| 100
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -2
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 34
| -18
| 81
| 4
| false
|
Increase defensive factor exposure
|
P9291
|
Systematic
|
Trust
|
USD
|
2025-12-05
| 1,044,632
| 53,011
| 991,621
| 1
| 67.8
| 22.1
| 1.4
| 8.7
|
AAPL:12.0%;AMZN:10.1%;GLD:24.1%;QQQ:16.3%;IEF:24.1%;TSLA:13.4%
|
US:70.1;EU:12.1;APAC:5.4;EM:8.6;Other:3.7
|
Value:-1.0;Growth:-0.1;Quality:+0.8;Size:+0.2;Momentum:-0.6;LowVol:+0.1
|
MaxPos6%
| 8
| 30
| 4.4
|
trailing 9%
| 202
| 18.1
|
Bull
| 15.3
| 4.67
| 2.3
| 110
| 20
| 68
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -18
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| -12
| -56
| 3
| 5
| false
|
Tighten stops on momentum names
|
P9292
|
Cautious
|
Roth
|
USD
|
2025-03-20
| 428,179
| 45,016
| 383,163
| 1
| 49.4
| 35.1
| 0
| 15.5
|
MSFT:24.9%;HYG:17.8%;BND:22.8%;AMZN:24.9%;VOO:9.5%
|
US:56.2;EU:16.9;APAC:12.4;EM:9.8;Other:4.7
|
Value:-0.5;Growth:-0.9;Quality:-0.2;Size:+0.5;Momentum:-0.6;LowVol:+0.6
|
ESGOnly;NoMargin
| 7
| 25
| 3.5
|
hard 10%
| 105
| 14.1
|
Sideways
| 16.1
| 3.82
| 2.2
| 101
| -22
| 27
| 42
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -15
| -26
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 17
| -23
| 65
| 3
| false
|
Increase defensive factor exposure
|
P9293
|
Active
|
401k
|
USD
|
2025-09-28
| 1,800,636
| 108,747
| 1,691,889
| 1
| 54
| 27.7
| 13
| 5.4
|
VOO:25.2%;AAPL:25.2%;BRK.B:25.2%;XLF:24.4%
|
US:67.1;EU:7.2;APAC:10.1;EM:10.9;Other:4.8
|
Value:+0.2;Growth:-0.0;Quality:+0.2;Size:+0.4;Momentum:-0.5;LowVol:-0.0
|
NoDerivatives
| 7
| 25
| 4.7
|
hard 12%
| 165
| 22.8
|
Sideways
| 17.7
| 4.57
| 3.4
| 121
| 13
| 57
| 48
| false
|
Buy
|
Add to core equity +1%
| 13
| -10
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| -45
| -39
| 86
| 3
| false
|
Tax-aware sells next window
|
P9294
|
Active
|
Roth
|
USD
|
2025-01-23
| 1,234,059
| 108,711
| 1,125,348
| 1
| 53.8
| 31.6
| 6
| 8.6
|
AAPL:21.5%;HYG:16.2%;BND:21.5%;VNQ:20.0%;AMZN:12.1%;BRK.B:8.6%
|
US:64.7;EU:12.4;APAC:7.6;EM:10.4;Other:4.8
|
Value:+0.2;Growth:-0.4;Quality:-0.8;Size:+0.1;Momentum:-0.5;LowVol:+1.0
|
NoDerivatives
| 8
| 25
| 4.4
|
trailing 8%
| 121
| 19.6
|
Bear
| 25.5
| 3.95
| 1.3
| 204
| -109
| 5
| 55
| false
|
Sell
|
Trim extended winner -1%
| -15
| -40
|
BrokerA
|
VWAP
| 94
| null | null |
Normal monitoring
| 67
| -56
| 146
| 3
| false
|
Tax-aware sells next window
|
P9295
|
Systematic
|
Roth
|
USD
|
2024-12-10
| 1,616,722
| 126,881
| 1,489,841
| 1
| 57.7
| 30
| 4.6
| 7.7
|
AMZN:33.3%;VNQ:33.3%;GLD:33.3%
|
US:64.7;EU:12.0;APAC:10.7;EM:9.0;Other:3.6
|
Value:+0.9;Growth:-0.9;Quality:+0.9;Size:+1.0;Momentum:-0.1;LowVol:+0.9
|
MaxPos5%
| 7
| 25
| 5.1
|
trailing 8%
| 217
| 20.4
|
Volatile
| 26.9
| 4.37
| 3.1
| 124
| -3
| 39
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 10
| -30
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| 20
| -25
| 129
| 3
| false
|
Within IPS guidelines
|
P9296
|
Systematic
|
Taxable
|
USD
|
2025-09-09
| 979,708
| 39,663
| 940,045
| 1
| 66.7
| 25.9
| 0
| 7.3
|
IEF:24.1%;QQQ:24.1%;VNQ:8.7%;GLD:19.1%;AMZN:24.1%
|
US:65.3;EU:17.5;APAC:7.3;EM:8.8;Other:1.0
|
Value:+0.6;Growth:-0.1;Quality:-0.0;Size:-0.2;Momentum:-0.8;LowVol:-1.0
|
MaxPos7%
| 7
| 30
| 4.2
|
trailing 8%
| 135
| 26.6
|
Bull
| 11.5
| 4.36
| 2.1
| 106
| 1
| 45
| 51
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| -26
|
BrokerA
|
LMT
| 92
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -7
| -57
| 107
| 3
| true
|
Within IPS guidelines
|
P9297
|
Active
|
Roth
|
USD
|
2024-07-29
| 957,216
| 83,578
| 873,638
| 1
| 61.8
| 31.4
| 0
| 6.8
|
QQQ:19.3%;AAPL:26.9%;XLF:26.9%;AMZN:26.9%
|
US:71.6;EU:10.9;APAC:5.9;EM:8.6;Other:2.9
|
Value:+0.4;Growth:-0.2;Quality:-0.7;Size:+0.9;Momentum:-0.8;LowVol:+0.8
|
NoDerivatives
| 6
| 30
| 5.8
|
hard 12%
| 190
| 17.7
|
Volatile
| 31.8
| 4.35
| 3.5
| 114
| -32
| 43
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| -8
|
BrokerA
|
MKT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 85
| -19
| 181
| 5
| false
|
Increase defensive factor exposure
|
P9298
|
Active
|
IRA
|
USD
|
2024-08-28
| 1,825,255
| 139,413
| 1,685,842
| 1
| 65.3
| 26.7
| 0
| 7.9
|
AAPL:33.3%;BND:33.3%;BRK.B:33.3%
|
US:66.3;EU:10.9;APAC:15.0;EM:6.3;Other:1.5
|
Value:-0.0;Growth:+1.0;Quality:-0.4;Size:-0.9;Momentum:-0.1;LowVol:+0.9
|
MaxPos6%
| 5
| 30
| 4.9
|
trailing 9%
| 156
| 19.8
|
Sideways
| 15.1
| 4.67
| 3.3
| 114
| 52
| 83
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -29
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| -28
| -4
| -4
| 3
| false
|
Monitor dispersion and breadth
|
P9299
|
Cautious
|
IRA
|
USD
|
2025-11-17
| 204,913
| 18,088
| 186,825
| 1
| 42.1
| 30.9
| 9.2
| 17.8
|
VOO:14.6%;BRK.B:18.9%;MUB:20.2%;BND:12.6%;GLD:15.5%;HYG:18.3%
|
US:63.7;EU:16.9;APAC:11.0;EM:8.3;Other:0.1
|
Value:+0.4;Growth:-0.9;Quality:+0.3;Size:-0.5;Momentum:-0.6;LowVol:+1.0
|
NoMargin
| 10
| 35
| 4.3
|
trailing 8%
| 117
| 12.2
|
Bear
| 30.1
| 3.82
| 1.8
| 190
| -27
| 23
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| -22
|
BrokerB
|
VWAP
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 44
| -15
| 45
| 5
| false
|
Within IPS guidelines
|
P9300
|
Cautious
|
Taxable
|
USD
|
2024-08-27
| 347,029
| 44,653
| 302,376
| 1
| 46.6
| 38.8
| 0.2
| 14.4
|
MSFT:26.7%;XLF:20.6%;VOO:25.9%;AAPL:26.7%
|
US:67.0;EU:8.0;APAC:10.8;EM:11.0;Other:3.1
|
Value:+0.4;Growth:-0.2;Quality:-0.5;Size:+0.4;Momentum:-0.3;LowVol:-0.5
|
NoMargin
| 10
| 25
| 4.1
|
trailing 8%
| 90
| 15.3
|
Bull
| 15.8
| 4.5
| 2.2
| 114
| 86
| 96
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| 15
|
BrokerA
|
VWAP
| 92
| null | null |
Normal monitoring
| 22
| -32
| 128
| 4
| false
|
Monitor dispersion and breadth
|
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