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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9501
|
Active
|
IRA
|
USD
|
2024-12-15
| 892,308
| 79,456
| 812,852
| 1.16
| 61
| 31.4
| 0.9
| 6.7
|
AAPL:10.4%;MSFT:18.1%;AMZN:21.6%;IEF:21.6%;VOO:13.0%;VTI:15.2%
|
US:76.0;EU:5.4;APAC:10.9;EM:6.4;Other:1.2
|
Value:-0.6;Growth:+0.7;Quality:+0.6;Size:-0.7;Momentum:-0.8;LowVol:-0.4
|
NoDerivatives
| 6
| 25
| 5.5
|
trailing 8%
| 207
| 24.5
|
Volatile
| 21.1
| 3.8
| 2.9
| 123
| -38
| 30
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| 12
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 21
| -53
| 156
| 4
| false
|
Monitor dispersion and breadth
|
P9502
|
Active
|
Taxable
|
USD
|
2025-09-05
| 1,625,084
| 189,111
| 1,435,973
| 1
| 67.3
| 27.7
| 0
| 5
|
TLT:23.1%;AAPL:15.7%;MUB:23.1%;MSFT:21.7%;VTI:16.3%
|
US:70.1;EU:12.0;APAC:11.4;EM:6.0;Other:0.6
|
Value:-0.7;Growth:+0.2;Quality:-0.7;Size:+0.4;Momentum:+0.5;LowVol:-0.8
| null | 10
| 35
| 4.7
|
hard 12%
| 144
| 22.2
|
Sideways
| 15.1
| 3.7
| 2.4
| 132
| 46
| 76
| 42
| false
|
Buy
|
Add to core equity +1%
| 3
| -1
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 96
| 17
| 206
| 4
| false
|
Within IPS guidelines
|
P9503
|
Cautious
|
Roth
|
USD
|
2025-04-16
| 342,073
| 38,307
| 303,766
| 1
| 37.4
| 40.8
| 10.7
| 11.2
|
AAPL:13.9%;BRK.B:16.1%;IEF:15.0%;TLT:15.8%;QQQ:15.0%;AMZN:24.1%
|
US:73.1;EU:12.2;APAC:8.2;EM:5.9;Other:0.6
|
Value:-0.9;Growth:+0.5;Quality:+0.5;Size:-0.7;Momentum:-0.3;LowVol:+0.8
|
NoMargin
| 10
| 25
| 5.2
|
hard 10%
| 131
| 13.6
|
Volatile
| 25.6
| 4.7
| 4.1
| 118
| 38
| 76
| 49
| false
|
Sell
|
Trim extended winner -1%
| 15
| -29
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| 0
| 1
| 112
| 5
| false
|
Monitor dispersion and breadth
|
P9504
|
Active
|
Roth
|
USD
|
2025-08-15
| 801,997
| 83,024
| 718,973
| 1.16
| 59.8
| 26.4
| 6.2
| 7.5
|
MSFT:16.4%;AAPL:27.9%;BND:27.9%;HYG:27.9%
|
US:68.0;EU:11.9;APAC:8.5;EM:9.0;Other:2.6
|
Value:-0.1;Growth:+0.2;Quality:+0.9;Size:+0.1;Momentum:+0.5;LowVol:+0.1
| null | 8
| 30
| 4.6
|
trailing 8%
| 186
| 17.8
|
Bear
| 28.7
| 3.13
| 2.5
| 215
| -3
| 61
| 80
| true
|
Rebalance
|
Rebalance back to target bands
| -4
| 6
|
BrokerC
|
MKT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 35
| -3
| 147
| 4
| false
|
Increase defensive factor exposure
|
P9505
|
Systematic
|
IRA
|
USD
|
2024-11-29
| 1,965,209
| 152,526
| 1,812,683
| 1
| 64.4
| 29.2
| 0
| 6.4
|
VTI:24.1%;XLF:16.7%;HYG:11.0%;VOO:24.1%;TLT:24.1%
|
US:70.1;EU:13.2;APAC:8.0;EM:5.4;Other:3.2
|
Value:+0.4;Growth:+0.2;Quality:-0.7;Size:+0.9;Momentum:+0.3;LowVol:+0.9
| null | 7
| 25
| 5.1
|
trailing 9%
| 225
| 22.4
|
Volatile
| 30.2
| 4.71
| 2.2
| 167
| -22
| 35
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| -3
| -31
|
BrokerB
|
LMT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 46
| -60
| 13
| 2
| false
|
Monitor dispersion and breadth
|
P9506
|
Hands-off
|
Roth
|
USD
|
2024-12-14
| 468,873
| 35,132
| 433,741
| 1
| 68.1
| 23.7
| 0
| 8.2
|
MUB:17.5%;XLF:21.3%;AMZN:10.3%;QQQ:19.3%;VNQ:20.9%;TSLA:10.8%
|
US:67.3;EU:9.6;APAC:11.4;EM:9.8;Other:1.9
|
Value:+1.0;Growth:-0.3;Quality:-0.9;Size:-0.7;Momentum:+0.4;LowVol:-0.4
|
ESGOnly;MaxPos5%
| 8
| 35
| 5.9
|
trailing 8%
| 91
| 18
|
Bear
| 33.6
| 4.34
| 1.4
| 152
| -41
| 24
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 22
| -9
|
BrokerA
|
LMT
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -12
| 3
| -30
| 2
| false
|
Tighten stops on momentum names
|
P9507
|
Systematic
|
IRA
|
USD
|
2024-11-18
| 1,552,618
| 154,035
| 1,398,583
| 1
| 57.3
| 33.5
| 0.8
| 8.4
|
HYG:33.3%;MSFT:33.3%;VOO:33.3%
|
US:69.7;EU:18.0;APAC:5.4;EM:6.2;Other:0.8
|
Value:+0.1;Growth:-0.4;Quality:-0.5;Size:+0.8;Momentum:-0.5;LowVol:-0.5
| null | 8
| 25
| 5.6
|
trailing 9%
| 201
| 16.2
|
Bull
| 13.9
| 4.13
| 3.3
| 99
| 64
| 76
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -25
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 14
| -11
| 66
| 3
| false
|
Tax-aware sells next window
|
P9508
|
Systematic
|
401k
|
USD
|
2025-09-11
| 1,039,153
| 70,891
| 968,262
| 1
| 62.7
| 21.1
| 8.9
| 7.4
|
VOO:25.0%;QQQ:25.0%;TLT:25.0%;HYG:25.0%
|
US:53.9;EU:20.1;APAC:15.4;EM:9.3;Other:1.3
|
Value:+0.4;Growth:+0.8;Quality:-0.5;Size:+0.8;Momentum:-0.7;LowVol:+0.3
| null | 6
| 25
| 4.7
|
trailing 9%
| 187
| 18
|
Volatile
| 24.9
| 4.7
| 3.5
| 125
| 46
| 61
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -31
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 6
| -32
| 54
| 5
| false
|
Within IPS guidelines
|
P9509
|
Cautious
|
Trust
|
USD
|
2025-10-13
| 412,740
| 33,731
| 379,009
| 1
| 50.1
| 30.6
| 7.6
| 11.7
|
QQQ:22.4%;XLF:22.4%;GLD:22.4%;VOO:14.6%;AAPL:18.2%
|
US:67.2;EU:9.6;APAC:11.2;EM:7.2;Other:4.8
|
Value:-0.5;Growth:-0.6;Quality:+0.6;Size:-0.5;Momentum:+0.9;LowVol:+0.3
|
NoMargin
| 8
| 25
| 6
|
trailing 10%
| 130
| 14.1
|
Bull
| 15.7
| 4.66
| 2.5
| 111
| 85
| 99
| 46
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -5
| -23
|
BrokerB
|
LMT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 11
| 14
| 67
| 2
| false
|
Tax-aware sells next window
|
P9510
|
Active
|
Taxable
|
USD
|
2024-09-15
| 603,999
| 38,673
| 565,326
| 1
| 62.4
| 18.7
| 12.1
| 6.7
|
HYG:22.9%;AMZN:23.7%;VNQ:23.7%;GLD:19.0%;AAPL:10.6%
|
US:60.4;EU:11.8;APAC:14.1;EM:8.7;Other:5.1
|
Value:+0.6;Growth:+0.2;Quality:-0.9;Size:+0.6;Momentum:+0.7;LowVol:+0.8
| null | 6
| 30
| 4.1
|
trailing 9%
| 171
| 25.5
|
Bull
| 14.5
| 3.69
| 2.6
| 114
| 12
| 41
| 40
| false
|
Buy
|
Add to core equity +1%
| -8
| -39
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| 98
| -17
| 132
| 5
| false
|
Tighten stops on momentum names
|
P9511
|
Cautious
|
Trust
|
USD
|
2025-04-08
| 829,140
| 126,232
| 702,908
| 1
| 44.4
| 30.5
| 8.1
| 17
|
BND:21.5%;GLD:21.5%;TSLA:14.1%;MUB:21.5%;TLT:21.5%
|
US:73.9;EU:9.0;APAC:9.3;EM:4.0;Other:3.8
|
Value:+0.4;Growth:-0.9;Quality:-0.0;Size:+0.3;Momentum:+0.5;LowVol:+0.3
|
NoMargin
| 7
| 25
| 5.3
|
trailing 8%
| 94
| 14.9
|
Volatile
| 31.7
| 4.98
| 3.4
| 153
| -1
| 52
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -13
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 79
| 17
| 54
| 3
| false
|
Tighten stops on momentum names
|
P9512
|
Active
|
401k
|
USD
|
2024-12-02
| 2,488,195
| 245,823
| 2,242,372
| 1
| 54.8
| 22.7
| 16.2
| 6.3
|
XLF:33.3%;IEF:33.3%;QQQ:33.3%
|
US:63.8;EU:9.6;APAC:13.7;EM:9.4;Other:3.4
|
Value:+0.4;Growth:-0.8;Quality:-0.4;Size:-0.7;Momentum:+0.8;LowVol:+0.2
| null | 10
| 25
| 5
|
hard 12%
| 124
| 20.3
|
Sideways
| 18.7
| 4.48
| 2.8
| 128
| 52
| 81
| 57
| false
|
Sell
|
Trim extended winner -1%
| -5
| 10
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| -24
| -21
| 27
| 5
| false
|
Within IPS guidelines
|
P9513
|
Active
|
401k
|
USD
|
2025-11-03
| 2,487,387
| 254,702
| 2,232,685
| 1
| 61.7
| 19.8
| 9.9
| 8.6
|
TLT:25.8%;AAPL:22.5%;MUB:25.8%;IEF:25.8%
|
US:68.7;EU:12.4;APAC:13.3;EM:4.6;Other:1.0
|
Value:-0.3;Growth:+0.8;Quality:+1.0;Size:-1.0;Momentum:+0.5;LowVol:+0.9
|
MaxPos7%
| 5
| 25
| 5.3
|
hard 12%
| 179
| 18.8
|
Sideways
| 17.7
| 4.38
| 2.2
| 97
| 36
| 80
| 52
| false
|
Sell
|
Trim extended winner -1%
| 2
| 5
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 73
| -3
| 45
| 5
| false
|
Monitor dispersion and breadth
|
P9514
|
Active
|
Trust
|
USD
|
2025-01-13
| 684,746
| 71,219
| 613,527
| 1
| 50.7
| 26.3
| 14.6
| 8.3
|
IEF:25.0%;VTI:25.0%;MUB:25.0%;BND:25.0%
|
US:65.8;EU:8.5;APAC:12.7;EM:8.7;Other:4.3
|
Value:+0.8;Growth:+0.2;Quality:-0.5;Size:-0.5;Momentum:-0.7;LowVol:-1.0
|
MaxPos6%
| 6
| 25
| 5.3
|
trailing 9%
| 210
| 25.8
|
Bull
| 17
| 3.75
| 3.1
| 70
| 18
| 60
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| -10
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 56
| 7
| 154
| 3
| false
|
Monitor dispersion and breadth
|
P9515
|
Hands-off
|
Trust
|
USD
|
2025-02-13
| 223,825
| 15,399
| 208,426
| 1
| 63.9
| 24.4
| 4.6
| 7.1
|
MUB:36.7%;IEF:26.5%;AAPL:36.7%
|
US:63.1;EU:13.6;APAC:13.7;EM:6.4;Other:3.2
|
Value:-0.3;Growth:-0.1;Quality:-0.3;Size:+0.9;Momentum:-0.3;LowVol:-0.0
|
ESGOnly;MaxPos5%;NoDerivatives
| 10
| 30
| 4.7
|
hard 10%
| 100
| 17.2
|
Volatile
| 23.1
| 4.6
| 2
| 152
| 59
| 86
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -39
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 71
| -30
| 192
| 3
| false
|
Tax-aware sells next window
|
P9516
|
Cautious
|
Taxable
|
USD
|
2025-12-26
| 443,406
| 35,817
| 407,589
| 1
| 49.9
| 33.3
| 6.1
| 10.7
|
XLF:14.7%;IEF:21.9%;TLT:21.9%;GLD:21.9%;VNQ:19.6%
|
US:63.7;EU:16.2;APAC:9.6;EM:10.2;Other:0.2
|
Value:-0.7;Growth:-0.3;Quality:+1.0;Size:+0.6;Momentum:-0.8;LowVol:-0.9
|
ESGOnly;NoMargin
| 10
| 30
| 4.7
|
trailing 8%
| 129
| 14.5
|
Volatile
| 31.1
| 5.01
| 4
| 140
| 43
| 57
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 34
| 13
|
BrokerA
|
LMT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 19
| -41
| 143
| 3
| false
|
Tighten stops on momentum names
|
P9517
|
Cautious
|
401k
|
USD
|
2025-12-08
| 647,615
| 63,979
| 583,636
| 1
| 38
| 31.5
| 17.9
| 12.6
|
IEF:22.8%;MUB:18.2%;HYG:15.5%;TSLA:20.6%;VTI:22.8%
|
US:55.0;EU:17.9;APAC:11.9;EM:10.9;Other:4.3
|
Value:+0.3;Growth:-0.8;Quality:+0.5;Size:+0.6;Momentum:-0.1;LowVol:-0.7
|
MaxPos6%;NoMargin
| 10
| 25
| 3.8
|
hard 10%
| 136
| 17.5
|
Bear
| 32.4
| 3.04
| 2.9
| 209
| 24
| 70
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -30
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| 115
| -8
| 82
| 4
| false
|
Tax-aware sells next window
|
P9518
|
Cautious
|
Taxable
|
USD
|
2025-11-24
| 220,008
| 30,222
| 189,786
| 1
| 35.6
| 41
| 11.3
| 12
|
AMZN:33.3%;MUB:33.3%;QQQ:33.3%
|
US:68.4;EU:15.1;APAC:11.6;EM:4.1;Other:0.8
|
Value:-0.3;Growth:+0.6;Quality:+0.1;Size:+0.5;Momentum:-0.7;LowVol:-0.5
|
MaxPos6%;NoDerivatives;NoMargin
| 7
| 30
| 4.4
|
trailing 10%
| 159
| 15.9
|
Volatile
| 23
| 5.19
| 2.1
| 137
| 2
| 60
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| 1
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 108
| -7
| 140
| 5
| false
|
Tax-aware sells next window
|
P9519
|
Cautious
|
Trust
|
USD
|
2025-08-26
| 778,261
| 100,015
| 678,246
| 1
| 43.1
| 37.2
| 6.8
| 12.8
|
BND:33.3%;BRK.B:33.3%;AAPL:33.3%
|
US:64.7;EU:12.2;APAC:13.5;EM:4.9;Other:4.8
|
Value:-0.2;Growth:-0.2;Quality:+1.0;Size:+0.2;Momentum:+0.2;LowVol:+0.8
|
NoDerivatives;NoMargin
| 6
| 35
| 5
|
trailing 10%
| 99
| 18.2
|
Bull
| 17.5
| 4.61
| 3
| 100
| 72
| 96
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| 9
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| 15
| -23
| 115
| 3
| false
|
Within IPS guidelines
|
P9520
|
Cautious
|
IRA
|
USD
|
2025-10-15
| 632,155
| 53,203
| 578,952
| 1
| 36.8
| 44.5
| 2
| 16.8
|
HYG:23.3%;GLD:20.3%;BRK.B:28.2%;BND:28.2%
|
US:60.6;EU:17.6;APAC:7.6;EM:13.3;Other:0.8
|
Value:-0.1;Growth:-0.8;Quality:+0.4;Size:+0.4;Momentum:-0.4;LowVol:-0.8
|
MaxPos8%;NoMargin
| 6
| 35
| 5.1
|
hard 10%
| 144
| 13.5
|
Volatile
| 28.6
| 4.31
| 3.7
| 156
| -14
| 50
| 67
| false
|
Sell
|
Trim extended winner -1%
| 15
| -23
|
BrokerC
|
VWAP
| 98
| null | null |
Normal monitoring
| 28
| -41
| 133
| 5
| false
|
Tax-aware sells next window
|
P9521
|
Cautious
|
Taxable
|
USD
|
2024-12-25
| 524,928
| 44,315
| 480,613
| 1
| 48.7
| 38.8
| 1.6
| 10.8
|
QQQ:26.6%;MSFT:26.6%;VOO:25.5%;IEF:21.4%
|
US:63.8;EU:19.8;APAC:12.8;EM:3.6;Other:0.0
|
Value:+0.1;Growth:+1.0;Quality:+0.3;Size:-0.7;Momentum:+0.8;LowVol:-0.6
|
NoDerivatives;NoMargin
| 5
| 30
| 5.3
|
trailing 10%
| 130
| 15.5
|
Volatile
| 20.2
| 5.18
| 4.4
| 113
| 9
| 43
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -16
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| -6
| -39
| 131
| 5
| false
|
Tax-aware sells next window
|
P9522
|
Cautious
|
Taxable
|
USD
|
2024-12-16
| 799,943
| 81,219
| 718,724
| 1
| 38.8
| 31.5
| 11.9
| 17.8
|
VOO:23.6%;GLD:23.6%;AAPL:23.6%;BND:16.7%;TSLA:12.4%
|
US:71.1;EU:13.4;APAC:5.5;EM:8.0;Other:2.0
|
Value:-0.1;Growth:-0.8;Quality:-0.4;Size:0.0;Momentum:+0.3;LowVol:-0.5
|
NoDerivatives;NoMargin
| 7
| 30
| 3.5
|
trailing 10%
| 122
| 15.3
|
Bear
| 27.3
| 4.3
| 2.7
| 183
| -29
| 46
| 47
| false
|
NoAction
|
Within bands; monitor
| -11
| -19
|
BrokerC
|
VWAP
| 86
| null | null |
Normal monitoring
| -51
| 20
| -38
| 5
| false
|
Within IPS guidelines
|
P9523
|
Opportunistic
|
IRA
|
USD
|
2025-11-21
| 1,054,866
| 39,030
| 1,015,836
| 1
| 67.1
| 15.9
| 10.7
| 6.2
|
QQQ:22.3%;VTI:22.3%;IEF:22.3%;MSFT:13.5%;TSLA:19.5%
|
US:71.1;EU:15.3;APAC:5.4;EM:7.3;Other:0.9
|
Value:+0.7;Growth:0.0;Quality:-0.3;Size:-0.3;Momentum:-0.9;LowVol:+0.1
|
MaxPos7%
| 6
| 30
| 4.8
|
trailing 7%
| 273
| 30.8
|
Bull
| 14
| 4.81
| 2.6
| 85
| 81
| 89
| 55
| false
|
Buy
|
Add to core equity +1%
| 32
| -9
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| -18
| -25
| 88
| 4
| false
|
Within IPS guidelines
|
P9524
|
Systematic
|
Trust
|
USD
|
2025-04-26
| 1,579,087
| 102,066
| 1,477,021
| 1
| 65.5
| 27.2
| 0
| 7.3
|
GLD:21.0%;MUB:23.0%;MSFT:23.0%;HYG:23.0%;VNQ:10.1%
|
US:56.8;EU:22.2;APAC:8.2;EM:8.4;Other:4.4
|
Value:-0.2;Growth:-0.5;Quality:-0.1;Size:-0.5;Momentum:+0.4;LowVol:-0.9
| null | 8
| 25
| 4.2
|
trailing 9%
| 208
| 19.9
|
Bull
| 16.7
| 3.78
| 2.9
| 72
| 108
| 100
| 44
| false
|
NoAction
|
Within bands; monitor
| -7
| 7
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 83
| 0
| 121
| 5
| false
|
Tighten stops on momentum names
|
P9525
|
Opportunistic
|
Taxable
|
USD
|
2025-09-26
| 855,750
| 32,433
| 823,317
| 1
| 64.6
| 16.8
| 11.8
| 6.8
|
AAPL:14.9%;TSLA:24.6%;VOO:19.0%;VNQ:24.6%;HYG:16.9%
|
US:74.4;EU:10.4;APAC:6.1;EM:5.5;Other:3.5
|
Value:-0.0;Growth:+0.4;Quality:-0.2;Size:-0.2;Momentum:-0.7;LowVol:-1.0
|
NoDerivatives
| 8
| 25
| 5.2
|
trailing 7%
| 191
| 32.2
|
Volatile
| 25
| 4.83
| 2.7
| 170
| 39
| 64
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -20
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| 99
| -40
| 76
| 3
| false
|
Tax-aware sells next window
|
P9526
|
Hands-off
|
Roth
|
USD
|
2025-03-29
| 422,535
| 38,992
| 383,543
| 1
| 64.1
| 25.8
| 3.7
| 6.4
|
AAPL:22.9%;TLT:22.9%;BND:9.2%;IEF:12.0%;BRK.B:15.9%;VNQ:17.2%
|
US:69.6;EU:7.5;APAC:9.5;EM:10.6;Other:2.8
|
Value:+0.5;Growth:-0.9;Quality:0.0;Size:-0.7;Momentum:-0.4;LowVol:-0.1
|
MaxPos6%;NoDerivatives
| 8
| 35
| 4.1
|
trailing 8%
| 167
| 19.4
|
Sideways
| 15.4
| 4.12
| 2.6
| 90
| 40
| 65
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -16
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| -43
| 13
| 37
| 3
| false
|
Tighten stops on momentum names
|
P9527
|
Opportunistic
|
401k
|
USD
|
2024-08-17
| 1,796,048
| 158,553
| 1,637,495
| 1
| 73.2
| 19.4
| 0.2
| 7.2
|
AAPL:26.7%;QQQ:26.7%;TLT:26.7%;VNQ:20.0%
|
US:70.4;EU:9.0;APAC:12.9;EM:4.4;Other:3.2
|
Value:+0.8;Growth:+0.1;Quality:+0.6;Size:+0.7;Momentum:-0.1;LowVol:-0.3
|
NoDerivatives
| 7
| 35
| 4.2
|
hard 12%
| 222
| 23.2
|
Bull
| 11.5
| 3.55
| 3
| 83
| 118
| 100
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| 9
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| 74
| -29
| 98
| 3
| false
|
Increase defensive factor exposure
|
P9528
|
Systematic
|
Taxable
|
USD
|
2025-04-29
| 1,476,703
| 66,294
| 1,410,409
| 1
| 60.1
| 20.1
| 10.4
| 9.3
|
QQQ:18.9%;MUB:14.2%;TSLA:16.4%;VOO:18.8%;BND:18.2%;IEF:13.6%
|
US:74.3;EU:5.8;APAC:9.0;EM:8.0;Other:3.0
|
Value:-0.7;Growth:-0.2;Quality:-0.5;Size:+0.4;Momentum:-0.4;LowVol:-0.2
|
NoDerivatives
| 6
| 35
| 5
|
trailing 8%
| 168
| 20.1
|
Volatile
| 20.9
| 4.9
| 4.5
| 168
| 77
| 83
| 49
| false
|
Sell
|
Trim extended winner -1%
| -14
| 10
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 39
| 10
| 30
| 3
| false
|
Tax-aware sells next window
|
P9529
|
Cautious
|
IRA
|
USD
|
2025-03-24
| 568,977
| 56,116
| 512,861
| 1
| 46.8
| 39.5
| 0
| 13.6
|
MSFT:27.1%;VTI:27.1%;BRK.B:19.2%;GLD:26.6%
|
US:67.7;EU:12.7;APAC:5.8;EM:10.2;Other:3.6
|
Value:+0.6;Growth:0.0;Quality:+0.9;Size:+1.0;Momentum:-0.8;LowVol:+0.6
|
NoMargin
| 5
| 25
| 5.1
|
hard 10%
| 104
| 14.4
|
Bull
| 15
| 4.19
| 3
| 72
| 107
| 93
| 40
| false
|
Buy
|
Add to core equity +1%
| 3
| -22
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| 85
| -13
| 188
| 5
| false
|
Tax-aware sells next window
|
P9530
|
Cautious
|
Trust
|
USD
|
2025-10-03
| 757,646
| 77,168
| 680,478
| 1
| 36.3
| 40.2
| 5.8
| 17.7
|
TLT:25.0%;GLD:25.0%;XLF:25.0%;HYG:25.0%
|
US:72.7;EU:6.5;APAC:9.2;EM:8.4;Other:3.2
|
Value:+0.8;Growth:-0.7;Quality:-0.4;Size:-0.3;Momentum:-1.0;LowVol:-0.6
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 4.6
|
trailing 8%
| 159
| 14.6
|
Bull
| 14
| 4.99
| 2.9
| 87
| 53
| 69
| 34
| false
|
NoAction
|
Within bands; monitor
| -8
| -13
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 119
| 18
| 186
| 5
| false
|
Monitor dispersion and breadth
|
P9531
|
Hands-off
|
Trust
|
USD
|
2025-05-04
| 651,264
| 57,683
| 593,581
| 1
| 65.6
| 18.5
| 9
| 6.9
|
VTI:10.6%;IEF:25.1%;BRK.B:13.0%;MUB:25.1%;TLT:15.7%;BND:10.5%
|
US:69.4;EU:13.3;APAC:10.6;EM:5.0;Other:1.7
|
Value:-0.2;Growth:-0.3;Quality:+0.7;Size:+0.7;Momentum:+0.4;LowVol:-0.9
|
ESGOnly
| 5
| 35
| 3.9
|
trailing 10%
| 149
| 17
|
Volatile
| 23
| 4.47
| 4
| 128
| 6
| 64
| 63
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 35
| -4
|
BrokerC
|
MKT
| 93
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 94
| 5
| 150
| 3
| false
|
Within IPS guidelines
|
P9532
|
Systematic
|
IRA
|
USD
|
2025-05-17
| 1,074,649
| 77,705
| 996,944
| 1
| 65.4
| 29
| 0
| 5.6
|
VTI:33.3%;HYG:33.3%;VOO:33.3%
|
US:67.6;EU:14.8;APAC:7.0;EM:8.9;Other:1.7
|
Value:+0.4;Growth:+0.3;Quality:+0.7;Size:-0.8;Momentum:-0.3;LowVol:-0.1
|
MaxPos6%;NoDerivatives
| 10
| 35
| 5
|
hard 12%
| 203
| 25.7
|
Bear
| 33.1
| 3.44
| 1.7
| 192
| -30
| 42
| 87
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -24
|
BrokerB
|
MKT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -23
| -28
| 37
| 5
| false
|
Increase defensive factor exposure
|
P9533
|
Hands-off
|
IRA
|
USD
|
2025-03-12
| 486,615
| 34,809
| 451,806
| 1
| 66.7
| 18.2
| 6.6
| 8.6
|
QQQ:33.3%;TLT:33.3%;HYG:33.3%
|
US:59.2;EU:19.2;APAC:8.5;EM:8.7;Other:4.3
|
Value:-0.7;Growth:+0.8;Quality:+0.9;Size:-0.2;Momentum:-0.1;LowVol:+0.2
|
MaxPos5%;NoDerivatives
| 6
| 35
| 3
|
trailing 10%
| 134
| 16.7
|
Bear
| 31.9
| 4.49
| 2.4
| 142
| -71
| 13
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| 1
|
BrokerD
|
VWAP
| 100
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 39
| -60
| 32
| 4
| false
|
Tighten stops on momentum names
|
P9534
|
Systematic
|
Trust
|
USD
|
2024-08-01
| 960,946
| 84,602
| 876,344
| 1
| 60.3
| 31.6
| 0
| 8.2
|
IEF:22.9%;BRK.B:25.7%;VOO:25.7%;MUB:25.7%
|
US:56.6;EU:10.9;APAC:15.9;EM:11.9;Other:4.7
|
Value:-0.3;Growth:+0.6;Quality:+0.8;Size:-0.1;Momentum:-0.6;LowVol:-0.6
|
MaxPos5%
| 8
| 30
| 4.9
|
trailing 9%
| 157
| 25.1
|
Volatile
| 27.3
| 3.8
| 3.6
| 147
| 5
| 42
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 1
| -10
|
BrokerB
|
MKT
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -40
| -38
| -77
| 4
| false
|
Tax-aware sells next window
|
P9535
|
Active
|
401k
|
USD
|
2025-07-24
| 1,520,476
| 164,412
| 1,356,064
| 1.23
| 50.6
| 19.5
| 22.1
| 7.9
|
HYG:20.7%;AMZN:13.3%;GLD:7.8%;MUB:16.7%;QQQ:20.7%;MSFT:20.7%
|
US:67.4;EU:16.3;APAC:7.9;EM:4.3;Other:4.1
|
Value:-0.9;Growth:+0.3;Quality:+0.9;Size:-1.0;Momentum:+0.4;LowVol:+0.6
| null | 8
| 30
| 4.5
|
trailing 8%
| 137
| 27.2
|
Bull
| 12
| 3.71
| 2.1
| 110
| 15
| 65
| 37
| false
|
Buy
|
Add to core equity +1%
| 30
| -8
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 53
| -34
| 136
| 5
| false
|
Tighten stops on momentum names
|
P9536
|
Active
|
401k
|
USD
|
2024-10-01
| 1,653,122
| 108,020
| 1,545,102
| 1
| 56.6
| 23.5
| 14.6
| 5.4
|
HYG:25.1%;GLD:25.1%;VTI:25.1%;MUB:24.8%
|
US:63.3;EU:14.6;APAC:10.6;EM:8.3;Other:3.1
|
Value:+0.2;Growth:-0.8;Quality:+0.6;Size:0.0;Momentum:+0.9;LowVol:-0.8
| null | 7
| 25
| 4.7
|
trailing 8%
| 177
| 23.3
|
Sideways
| 18.2
| 3.73
| 2.1
| 134
| 36
| 80
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| 6
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 57
| -53
| 23
| 4
| false
|
Tighten stops on momentum names
|
P9537
|
Systematic
|
Taxable
|
USD
|
2025-08-10
| 1,682,299
| 150,739
| 1,531,560
| 1
| 61.3
| 31.8
| 0
| 6.9
|
AAPL:20.2%;HYG:18.5%;AMZN:8.0%;TLT:20.4%;QQQ:20.4%;VOO:12.6%
|
US:65.6;EU:8.3;APAC:14.3;EM:10.2;Other:1.7
|
Value:-0.6;Growth:+0.4;Quality:+0.5;Size:+0.9;Momentum:-0.6;LowVol:-0.1
| null | 8
| 35
| 5.9
|
trailing 9%
| 163
| 19.5
|
Bear
| 33.4
| 3.8
| 2
| 156
| -65
| 5
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 6
| -23
|
BrokerB
|
LMT
| 99
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 89
| -37
| 215
| 5
| false
|
Tax-aware sells next window
|
P9538
|
Systematic
|
Trust
|
USD
|
2024-11-04
| 635,414
| 42,734
| 592,680
| 1
| 59.2
| 30.5
| 5.1
| 5.2
|
GLD:20.4%;MSFT:20.6%;AMZN:18.0%;IEF:20.4%;BND:20.6%
|
US:57.3;EU:17.0;APAC:13.5;EM:10.6;Other:1.6
|
Value:+0.4;Growth:+0.2;Quality:-0.3;Size:+0.1;Momentum:-0.5;LowVol:+0.1
|
MaxPos6%
| 6
| 30
| 4.6
|
hard 12%
| 157
| 27.3
|
Bull
| 11.8
| 4.57
| 2
| 93
| 119
| 100
| 32
| false
|
Buy
|
Add to core equity +1%
| -2
| -19
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 68
| -44
| 156
| 5
| false
|
Tighten stops on momentum names
|
P9539
|
Active
|
Taxable
|
USD
|
2025-02-13
| 643,654
| 72,808
| 570,846
| 1
| 50.1
| 29.1
| 11.6
| 9.3
|
VTI:27.2%;TSLA:27.2%;TLT:20.8%;VNQ:24.9%
|
US:73.3;EU:6.9;APAC:9.1;EM:6.7;Other:4.1
|
Value:-0.8;Growth:-1.0;Quality:-0.0;Size:+0.2;Momentum:-0.4;LowVol:+0.8
| null | 5
| 30
| 5.1
|
trailing 8%
| 210
| 25.2
|
Bull
| 11.8
| 3.86
| 2.4
| 83
| 46
| 67
| 25
| false
|
Buy
|
Add to core equity +1%
| 35
| -31
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 110
| -51
| 249
| 4
| false
|
Monitor dispersion and breadth
|
P9540
|
Cautious
|
IRA
|
USD
|
2024-09-20
| 497,097
| 50,494
| 446,603
| 1
| 41
| 39.8
| 3.1
| 16
|
VTI:16.0%;VOO:15.2%;AMZN:18.1%;BND:17.3%;GLD:18.6%;TLT:14.8%
|
US:72.9;EU:13.0;APAC:7.7;EM:3.8;Other:2.6
|
Value:-0.5;Growth:-0.3;Quality:-0.4;Size:-0.9;Momentum:+0.1;LowVol:-0.3
|
ESGOnly;MaxPos5%;NoMargin
| 7
| 25
| 5.6
|
hard 10%
| 128
| 16.7
|
Sideways
| 15.4
| 4.4
| 2.1
| 117
| 55
| 68
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| 1
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 40
| -41
| 156
| 3
| false
|
Within IPS guidelines
|
P9541
|
Active
|
IRA
|
USD
|
2025-07-17
| 585,074
| 66,059
| 519,015
| 1
| 67.6
| 18.4
| 5
| 9
|
AAPL:8.5%;XLF:22.9%;BND:22.9%;VOO:22.9%;MSFT:22.9%
|
US:66.8;EU:13.5;APAC:12.6;EM:3.0;Other:4.1
|
Value:+0.9;Growth:-0.2;Quality:+0.1;Size:-0.6;Momentum:+0.5;LowVol:-0.3
|
MaxPos6%
| 5
| 25
| 5.5
|
trailing 8%
| 210
| 22.9
|
Bull
| 13
| 3.74
| 2.5
| 76
| 78
| 81
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -27
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| -32
| -31
| -53
| 3
| false
|
Monitor dispersion and breadth
|
P9542
|
Cautious
|
Taxable
|
USD
|
2025-04-16
| 808,837
| 91,721
| 717,116
| 1
| 53.4
| 30.3
| 5.3
| 11
|
IEF:27.8%;BND:16.7%;VTI:27.8%;TSLA:27.8%
|
US:58.4;EU:20.3;APAC:9.5;EM:8.5;Other:3.3
|
Value:-0.7;Growth:+0.4;Quality:-0.8;Size:-0.3;Momentum:+0.8;LowVol:-0.5
|
MaxPos7%;NoDerivatives;NoMargin
| 6
| 25
| 3.6
|
trailing 8%
| 140
| 12
|
Volatile
| 20.4
| 4.3
| 3.1
| 154
| 36
| 75
| 54
| false
|
NoAction
|
Within bands; monitor
| -15
| 7
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 117
| -4
| 158
| 3
| false
|
Within IPS guidelines
|
P9543
|
Hands-off
|
IRA
|
USD
|
2025-10-03
| 226,407
| 12,176
| 214,231
| 1
| 67.8
| 17
| 10.2
| 5
|
BND:26.7%;XLF:26.7%;GLD:26.7%;HYG:20.0%
|
US:74.6;EU:11.7;APAC:7.9;EM:4.3;Other:1.5
|
Value:+0.9;Growth:-0.8;Quality:-0.0;Size:-0.8;Momentum:-0.9;LowVol:-0.8
| null | 8
| 35
| 3.8
|
trailing 10%
| 129
| 15.5
|
Sideways
| 21.4
| 4.36
| 2.9
| 96
| -11
| 29
| 61
| false
|
Sell
|
Trim extended winner -1%
| 4
| -26
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 33
| -22
| 163
| 3
| false
|
Within IPS guidelines
|
P9544
|
Active
|
IRA
|
USD
|
2025-06-17
| 1,534,827
| 124,509
| 1,410,318
| 1
| 68.4
| 26.4
| 0
| 5.2
|
QQQ:20.7%;GLD:18.9%;TSLA:20.7%;BND:9.8%;BRK.B:9.3%;MUB:20.7%
|
US:58.7;EU:14.7;APAC:14.2;EM:10.8;Other:1.7
|
Value:+0.8;Growth:-0.8;Quality:+0.6;Size:-0.4;Momentum:-1.0;LowVol:+0.7
|
MaxPos5%
| 7
| 35
| 5.5
|
hard 12%
| 218
| 26.1
|
Volatile
| 21.6
| 3.96
| 4.1
| 167
| -19
| 55
| 67
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 24
| -35
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 94
| -45
| 200
| 4
| false
|
Tighten stops on momentum names
|
P9545
|
Active
|
Trust
|
USD
|
2025-03-23
| 1,404,714
| 128,264
| 1,276,450
| 1
| 64
| 21.1
| 9.8
| 5.1
|
MUB:10.3%;BND:13.5%;XLF:16.2%;AMZN:21.2%;IEF:17.7%;BRK.B:21.2%
|
US:70.3;EU:8.7;APAC:12.7;EM:4.0;Other:4.3
|
Value:+0.9;Growth:+0.1;Quality:-0.7;Size:-0.9;Momentum:-0.5;LowVol:0.0
|
NoDerivatives
| 7
| 25
| 4.3
|
trailing 9%
| 138
| 27.5
|
Volatile
| 30.7
| 4.42
| 3.4
| 133
| 35
| 54
| 74
| true
|
Rebalance
|
Rebalance back to target bands
| 35
| -20
|
BrokerA
|
MKT
| 91
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 85
| -3
| 121
| 2
| false
|
Within IPS guidelines
|
P9546
|
Opportunistic
|
IRA
|
USD
|
2024-07-18
| 898,499
| 40,099
| 858,400
| 1
| 64.2
| 21.4
| 6.5
| 8
|
MSFT:21.2%;VOO:27.6%;XLF:27.6%;AAPL:23.5%
|
US:75.1;EU:5.8;APAC:5.6;EM:8.8;Other:4.7
|
Value:-0.4;Growth:+0.1;Quality:+0.1;Size:-0.3;Momentum:+0.3;LowVol:-0.4
|
MaxPos6%;NoDerivatives
| 8
| 35
| 5.5
|
hard 12%
| 233
| 31.4
|
Bull
| 16.5
| 3.93
| 3.2
| 107
| 85
| 99
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -38
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| 74
| 2
| 84
| 3
| false
|
Within IPS guidelines
|
P9547
|
Active
|
IRA
|
USD
|
2024-11-26
| 2,185,079
| 173,546
| 2,011,533
| 1
| 59.7
| 20.6
| 13.9
| 5.8
|
TLT:24.1%;VNQ:24.1%;MSFT:24.1%;TSLA:11.3%;XLF:16.5%
|
US:68.1;EU:9.9;APAC:8.9;EM:10.0;Other:3.2
|
Value:+1.0;Growth:-1.0;Quality:-0.7;Size:-0.7;Momentum:+0.1;LowVol:+0.8
|
MaxPos5%
| 8
| 30
| 4.6
|
hard 12%
| 192
| 19.7
|
Bear
| 29.9
| 4.31
| 1
| 183
| -40
| 21
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| 4
| -27
|
BrokerA
|
LMT
| 98
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -3
| -48
| 123
| 5
| false
|
Monitor dispersion and breadth
|
P9548
|
Systematic
|
Taxable
|
USD
|
2025-04-17
| 1,908,382
| 190,084
| 1,718,298
| 1
| 56.6
| 20.8
| 17.5
| 5.1
|
GLD:26.9%;AAPL:26.9%;QQQ:19.3%;AMZN:26.9%
|
US:71.4;EU:6.7;APAC:11.6;EM:5.1;Other:5.1
|
Value:+0.4;Growth:-0.3;Quality:-0.5;Size:-0.5;Momentum:+0.8;LowVol:+0.3
|
NoDerivatives
| 6
| 35
| 5.3
|
hard 12%
| 161
| 21
|
Bull
| 14.7
| 3.74
| 3.4
| 84
| 77
| 84
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| 0
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| -48
| -7
| -88
| 5
| false
|
Tighten stops on momentum names
|
P9549
|
Cautious
|
401k
|
USD
|
2025-10-24
| 755,440
| 105,484
| 649,956
| 1
| 50.8
| 38.4
| 0
| 10.8
|
HYG:21.8%;QQQ:14.6%;XLF:21.8%;MSFT:10.2%;AMZN:12.8%;AAPL:18.7%
|
US:66.7;EU:6.5;APAC:9.1;EM:13.5;Other:4.2
|
Value:-0.9;Growth:+0.8;Quality:+0.5;Size:-0.7;Momentum:-0.6;LowVol:-0.1
|
ESGOnly;NoMargin
| 8
| 25
| 3.5
|
trailing 10%
| 118
| 12.3
|
Volatile
| 28.9
| 4.59
| 3.1
| 148
| 62
| 76
| 62
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 27
| -20
|
BrokerB
|
LMT
| 89
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 74
| -36
| 204
| 3
| false
|
Increase defensive factor exposure
|
P9550
|
Systematic
|
Roth
|
USD
|
2024-09-26
| 935,605
| 59,933
| 875,672
| 1
| 60.3
| 24.1
| 8.1
| 7.4
|
BRK.B:19.3%;MUB:16.4%;TLT:22.0%;XLF:15.2%;TSLA:12.1%;QQQ:14.9%
|
US:66.9;EU:10.9;APAC:10.7;EM:8.7;Other:2.8
|
Value:-0.5;Growth:-0.4;Quality:-0.9;Size:-0.4;Momentum:+0.8;LowVol:+0.6
|
MaxPos7%;NoDerivatives
| 8
| 25
| 4.7
|
trailing 8%
| 122
| 17.7
|
Bull
| 17.7
| 3.61
| 2.8
| 74
| 119
| 100
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -22
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 45
| 9
| 57
| 3
| false
|
Tax-aware sells next window
|
P9551
|
Hands-off
|
IRA
|
USD
|
2025-11-25
| 359,452
| 16,973
| 342,479
| 1
| 62.1
| 21.7
| 10.9
| 5.4
|
TLT:28.8%;AAPL:28.8%;BRK.B:22.8%;TSLA:19.6%
|
US:69.8;EU:7.1;APAC:11.0;EM:7.9;Other:4.2
|
Value:-0.1;Growth:+0.6;Quality:-0.0;Size:-0.4;Momentum:+0.6;LowVol:+0.7
|
ESGOnly;MaxPos5%;NoDerivatives
| 6
| 30
| 4.4
|
trailing 8%
| 96
| 15.2
|
Bull
| 13.1
| 4.68
| 2.5
| 80
| 41
| 81
| 48
| false
|
Buy
|
Add to core equity +1%
| 14
| -24
|
BrokerD
|
VWAP
| 94
| null | null |
Normal monitoring
| -36
| 5
| 100
| 3
| false
|
Tax-aware sells next window
|
P9552
|
Hands-off
|
IRA
|
USD
|
2025-08-10
| 562,901
| 23,712
| 539,189
| 1
| 59.1
| 19.8
| 11.8
| 9.3
|
BRK.B:8.9%;MUB:19.7%;XLF:23.8%;VOO:23.8%;GLD:23.8%
|
US:66.4;EU:12.9;APAC:9.9;EM:8.6;Other:2.3
|
Value:+0.1;Growth:-0.4;Quality:-0.7;Size:-0.4;Momentum:-0.7;LowVol:-0.5
|
ESGOnly;MaxPos6%
| 6
| 30
| 3.5
|
trailing 8%
| 158
| 12.6
|
Sideways
| 17.4
| 4.97
| 2.7
| 118
| 58
| 85
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -37
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 17
| -43
| 118
| 3
| false
|
Monitor dispersion and breadth
|
P9553
|
Hands-off
|
Roth
|
USD
|
2025-01-05
| 753,372
| 72,014
| 681,358
| 1
| 62.1
| 22.3
| 8.4
| 7.3
|
BND:25.0%;MUB:25.0%;VNQ:25.0%;AAPL:25.0%
|
US:64.0;EU:18.4;APAC:11.0;EM:5.4;Other:1.2
|
Value:+0.1;Growth:+1.0;Quality:0.0;Size:-0.2;Momentum:+0.6;LowVol:+0.3
| null | 8
| 30
| 5.5
|
trailing 8%
| 128
| 16.4
|
Bear
| 23.4
| 4.13
| 2.6
| 153
| 7
| 47
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| -15
| -6
|
BrokerD
|
MKT
| 98
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 101
| -26
| 210
| 2
| false
|
Tax-aware sells next window
|
P9554
|
Hands-off
|
Trust
|
USD
|
2024-08-30
| 695,402
| 69,401
| 626,001
| 1
| 57.5
| 20.9
| 16.6
| 5
|
AMZN:21.3%;HYG:21.3%;VNQ:15.2%;GLD:9.5%;VOO:20.8%;VTI:11.8%
|
US:69.8;EU:15.4;APAC:5.0;EM:5.5;Other:4.3
|
Value:-0.3;Growth:+0.3;Quality:+0.1;Size:+0.7;Momentum:+1.0;LowVol:-0.5
|
ESGOnly;MaxPos5%;NoDerivatives
| 7
| 30
| 5.5
|
hard 10%
| 163
| 18.4
|
Volatile
| 21.5
| 4.6
| 2.6
| 163
| 51
| 62
| 62
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 0
| -1
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 11
| -31
| 65
| 5
| false
|
Tax-aware sells next window
|
P9555
|
Systematic
|
401k
|
USD
|
2025-10-06
| 1,152,774
| 88,381
| 1,064,393
| 1
| 63.3
| 28.6
| 0
| 8.1
|
BRK.B:37.2%;MUB:37.2%;AMZN:25.6%
|
US:69.9;EU:9.4;APAC:8.3;EM:9.7;Other:2.6
|
Value:-0.6;Growth:-0.6;Quality:+0.3;Size:-0.6;Momentum:+0.4;LowVol:-0.1
|
MaxPos6%
| 8
| 30
| 4.3
|
trailing 9%
| 174
| 25
|
Bull
| 14.9
| 4.91
| 2.7
| 114
| 22
| 74
| 45
| false
|
Buy
|
Add to core equity +1%
| 1
| -18
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 95
| -20
| 126
| 3
| false
|
Tax-aware sells next window
|
P9556
|
Active
|
Trust
|
USD
|
2024-07-12
| 2,418,232
| 240,998
| 2,177,234
| 1
| 53.8
| 18.7
| 17.8
| 9.7
|
BRK.B:20.9%;AMZN:17.0%;TLT:10.3%;MUB:20.9%;VTI:19.6%;HYG:11.3%
|
US:67.6;EU:6.6;APAC:12.8;EM:10.1;Other:2.9
|
Value:-0.3;Growth:-0.6;Quality:+0.7;Size:+0.3;Momentum:+0.5;LowVol:+0.8
|
MaxPos6%;NoDerivatives
| 8
| 30
| 4.7
|
hard 12%
| 210
| 16.3
|
Sideways
| 20.5
| 3.81
| 3.3
| 93
| 26
| 77
| 46
| false
|
NoAction
|
Within bands; monitor
| 30
| -1
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 104
| -56
| 167
| 3
| false
|
Tax-aware sells next window
|
P9557
|
Cautious
|
Roth
|
USD
|
2025-10-30
| 278,228
| 35,134
| 243,094
| 1
| 42.3
| 40.2
| 7.1
| 10.3
|
AMZN:15.7%;VNQ:28.1%;TSLA:28.1%;MSFT:28.1%
|
US:68.9;EU:7.1;APAC:9.7;EM:10.7;Other:3.6
|
Value:+1.0;Growth:+0.3;Quality:-0.9;Size:+0.8;Momentum:+0.2;LowVol:+0.4
|
MaxPos5%;NoMargin
| 6
| 35
| 4.5
|
trailing 10%
| 113
| 14.7
|
Volatile
| 25.5
| 4.57
| 2.9
| 112
| 78
| 79
| 48
| false
|
Buy
|
Add to core equity +1%
| 25
| -38
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 62
| -4
| 158
| 3
| false
|
Tighten stops on momentum names
|
P9558
|
Cautious
|
Taxable
|
USD
|
2024-11-03
| 770,839
| 108,835
| 662,004
| 1
| 37.1
| 31
| 16
| 15.9
|
MSFT:21.9%;VTI:15.5%;TSLA:21.0%;MUB:11.2%;IEF:8.4%;XLF:21.9%
|
US:62.5;EU:16.2;APAC:6.4;EM:10.3;Other:4.6
|
Value:+0.3;Growth:+0.4;Quality:+0.4;Size:-0.4;Momentum:+0.9;LowVol:-0.7
|
MaxPos5%;NoMargin
| 10
| 25
| 3.5
|
hard 10%
| 131
| 15.1
|
Bear
| 25.9
| 3.55
| 2.4
| 188
| -41
| 38
| 46
| false
|
NoAction
|
Within bands; monitor
| 3
| 14
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 15
| -1
| 24
| 3
| false
|
Within IPS guidelines
|
P9559
|
Opportunistic
|
Roth
|
USD
|
2024-08-04
| 1,358,688
| 60,077
| 1,298,611
| 1.14
| 70.9
| 20.9
| 0.2
| 8
|
VOO:36.0%;VTI:28.0%;AAPL:36.0%
|
US:71.7;EU:5.8;APAC:13.6;EM:7.4;Other:1.5
|
Value:-0.3;Growth:+0.4;Quality:-0.8;Size:-1.0;Momentum:+0.5;LowVol:-1.0
| null | 5
| 35
| 5.9
|
hard 12%
| 276
| 32.5
|
Bear
| 22.3
| 3.21
| 2.6
| 171
| -75
| 25
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 14
| -7
|
BrokerB
|
MKT
| 97
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 12
| -53
| 115
| 2
| false
|
Tax-aware sells next window
|
P9560
|
Opportunistic
|
IRA
|
USD
|
2025-09-25
| 670,942
| 32,733
| 638,209
| 1
| 60.6
| 10.4
| 21.8
| 7.1
|
VNQ:33.3%;QQQ:33.3%;HYG:33.3%
|
US:67.5;EU:9.2;APAC:9.8;EM:9.7;Other:3.9
|
Value:+0.6;Growth:+0.7;Quality:+0.5;Size:+0.4;Momentum:-0.2;LowVol:+0.2
|
MaxPos5%
| 6
| 25
| 6.6
|
hard 12%
| 218
| 34.8
|
Bear
| 30.6
| 3.43
| 1
| 169
| -70
| 5
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 15
| -20
|
BrokerB
|
LMT
| 91
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -22
| 0
| -36
| 4
| false
|
Tax-aware sells next window
|
P9561
|
Hands-off
|
Trust
|
USD
|
2024-10-23
| 573,510
| 54,840
| 518,670
| 1
| 70.8
| 20.1
| 0
| 9.2
|
GLD:25.0%;BND:25.0%;IEF:25.0%;VOO:25.0%
|
US:72.2;EU:13.2;APAC:8.3;EM:5.9;Other:0.4
|
Value:+0.2;Growth:-0.5;Quality:0.0;Size:-0.3;Momentum:-0.7;LowVol:-0.3
|
ESGOnly
| 5
| 35
| 4.1
|
trailing 8%
| 97
| 18.1
|
Volatile
| 22.1
| 5.48
| 2.9
| 143
| -11
| 49
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -10
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 18
| -11
| 21
| 3
| false
|
Monitor dispersion and breadth
|
P9562
|
Opportunistic
|
Roth
|
USD
|
2024-09-26
| 1,444,039
| 59,630
| 1,384,409
| 1
| 62.6
| 13.2
| 18.3
| 6
|
VTI:20.2%;XLF:26.6%;HYG:26.6%;IEF:26.6%
|
US:72.8;EU:6.6;APAC:8.9;EM:11.2;Other:0.6
|
Value:+0.6;Growth:-0.5;Quality:-0.5;Size:-0.1;Momentum:+0.1;LowVol:+0.1
|
NoDerivatives
| 6
| 30
| 6.1
|
trailing 7%
| 215
| 29.2
|
Volatile
| 24.1
| 5.29
| 4.3
| 119
| 9
| 53
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| 15
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 34
| 14
| 167
| 3
| false
|
Tighten stops on momentum names
|
P9563
|
Cautious
|
401k
|
USD
|
2025-03-03
| 165,959
| 26,460
| 139,499
| 1
| 50.2
| 33
| 0
| 16.8
|
TLT:10.2%;VTI:23.2%;AMZN:23.2%;BRK.B:21.2%;QQQ:22.2%
|
US:60.8;EU:20.2;APAC:11.5;EM:6.8;Other:0.8
|
Value:-0.5;Growth:+0.9;Quality:0.0;Size:-0.4;Momentum:-0.4;LowVol:-0.0
|
ESGOnly;NoMargin
| 10
| 25
| 5.1
|
trailing 10%
| 150
| 19.8
|
Volatile
| 20.8
| 4.88
| 4.4
| 111
| -45
| 32
| 49
| false
|
Buy
|
Add to core equity +1%
| 34
| 15
|
BrokerA
|
VWAP
| 87
| null | null |
Normal monitoring
| -2
| -49
| 69
| 5
| false
|
Tax-aware sells next window
|
P9564
|
Hands-off
|
Trust
|
USD
|
2024-11-23
| 694,300
| 55,513
| 638,787
| 1
| 66.2
| 25.6
| 0
| 8.2
|
VNQ:37.3%;MSFT:37.3%;AAPL:25.4%
|
US:65.9;EU:15.4;APAC:8.9;EM:4.3;Other:5.6
|
Value:+0.5;Growth:-0.0;Quality:-0.7;Size:+0.1;Momentum:+0.1;LowVol:+0.7
|
ESGOnly
| 5
| 35
| 4
|
trailing 8%
| 153
| 13.1
|
Bear
| 34.6
| 4.25
| 1.2
| 204
| 22
| 46
| 82
| true
|
Hedge
|
Buy index puts 1% notional
| -5
| 6
|
BrokerD
|
MKT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -34
| 9
| -46
| 2
| false
|
Tax-aware sells next window
|
P9565
|
Hands-off
|
IRA
|
USD
|
2025-05-14
| 784,546
| 59,733
| 724,813
| 1
| 56.5
| 18
| 17.5
| 7.9
|
XLF:21.4%;VOO:10.2%;QQQ:12.5%;BRK.B:13.2%;BND:21.4%;VNQ:21.4%
|
US:63.3;EU:14.8;APAC:9.6;EM:7.7;Other:4.7
|
Value:+0.5;Growth:0.0;Quality:0.0;Size:+0.9;Momentum:-0.1;LowVol:-0.8
| null | 8
| 25
| 3.2
|
hard 10%
| 118
| 16.5
|
Volatile
| 28.1
| 4.62
| 3.3
| 159
| 42
| 74
| 67
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| -3
|
BrokerD
|
LMT
| 91
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 50
| -58
| 13
| 4
| false
|
Increase defensive factor exposure
|
P9566
|
Cautious
|
Trust
|
USD
|
2025-01-24
| 198,651
| 26,392
| 172,259
| 1
| 48.4
| 38
| 0
| 13.6
|
BRK.B:18.3%;XLF:13.5%;HYG:18.9%;AMZN:24.7%;IEF:24.7%
|
US:66.7;EU:12.7;APAC:6.3;EM:12.6;Other:1.6
|
Value:-0.8;Growth:+0.5;Quality:+0.8;Size:-0.7;Momentum:+0.7;LowVol:-0.9
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 6
| 25
| 3.3
|
trailing 10%
| 121
| 14.6
|
Bear
| 25.2
| 4.47
| 2.6
| 156
| -18
| 51
| 50
| false
|
Sell
|
Trim extended winner -1%
| 29
| 6
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 83
| -43
| 204
| 3
| false
|
Tax-aware sells next window
|
P9567
|
Active
|
401k
|
USD
|
2025-06-04
| 1,141,379
| 71,430
| 1,069,949
| 1.2
| 63.8
| 21.8
| 8.9
| 5.5
|
MUB:27.2%;XLF:27.2%;VNQ:18.3%;QQQ:27.2%
|
US:67.6;EU:9.3;APAC:12.7;EM:6.9;Other:3.5
|
Value:-0.1;Growth:+1.0;Quality:+0.8;Size:-0.8;Momentum:-0.5;LowVol:-0.3
| null | 8
| 30
| 4.3
|
trailing 8%
| 126
| 18.1
|
Sideways
| 18.2
| 4.69
| 2.4
| 125
| 22
| 46
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -24
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 110
| -26
| 223
| 3
| false
|
Tighten stops on momentum names
|
P9568
|
Hands-off
|
IRA
|
USD
|
2024-10-31
| 164,193
| 14,152
| 150,041
| 1
| 62.1
| 21.8
| 10.2
| 6
|
AAPL:37.2%;VTI:37.2%;BND:25.5%
|
US:61.7;EU:17.0;APAC:12.4;EM:4.3;Other:4.6
|
Value:+1.0;Growth:-0.3;Quality:+0.6;Size:+0.3;Momentum:+0.5;LowVol:-0.6
|
MaxPos8%;NoDerivatives
| 10
| 35
| 4.4
|
hard 10%
| 152
| 16.2
|
Volatile
| 23.9
| 3.88
| 4.1
| 110
| -11
| 37
| 57
| false
|
Sell
|
Trim extended winner -1%
| -6
| -7
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| 95
| 10
| 131
| 4
| false
|
Within IPS guidelines
|
P9569
|
Hands-off
|
Taxable
|
USD
|
2025-04-05
| 802,026
| 79,515
| 722,511
| 1
| 68.1
| 23.7
| 0
| 8.3
|
VNQ:33.3%;GLD:33.3%;VTI:33.3%
|
US:77.1;EU:5.9;APAC:9.1;EM:3.4;Other:4.5
|
Value:-0.3;Growth:-0.4;Quality:-0.5;Size:-0.7;Momentum:+0.3;LowVol:-1.0
|
ESGOnly;NoDerivatives
| 5
| 25
| 3.3
|
trailing 10%
| 167
| 13.3
|
Volatile
| 31.6
| 4.25
| 2.4
| 113
| -14
| 43
| 87
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| 13
|
BrokerA
|
LMT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 50
| 18
| 71
| 5
| false
|
Tighten stops on momentum names
|
P9570
|
Hands-off
|
Taxable
|
USD
|
2025-12-17
| 883,999
| 41,399
| 842,600
| 1
| 55.3
| 15.1
| 23.6
| 6
|
VNQ:34.4%;TSLA:34.4%;AAPL:31.2%
|
US:68.3;EU:11.7;APAC:12.0;EM:5.5;Other:2.5
|
Value:+0.4;Growth:+0.3;Quality:+0.6;Size:-0.4;Momentum:+0.6;LowVol:+0.1
|
NoDerivatives
| 8
| 35
| 5.3
|
trailing 10%
| 149
| 15.4
|
Bull
| 11.6
| 4.5
| 3.4
| 102
| 53
| 70
| 42
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -6
| 14
|
BrokerA
|
MKT
| 86
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 106
| 18
| 233
| 4
| false
|
Tighten stops on momentum names
|
P9571
|
Systematic
|
Roth
|
USD
|
2025-05-14
| 464,720
| 35,551
| 429,169
| 1
| 61.1
| 30
| 0
| 8.9
|
TLT:22.6%;XLF:14.8%;AMZN:22.6%;VOO:17.3%;IEF:22.6%
|
US:73.1;EU:7.2;APAC:9.6;EM:9.4;Other:0.7
|
Value:+0.7;Growth:+0.3;Quality:-0.9;Size:-0.9;Momentum:-0.7;LowVol:0.0
|
MaxPos8%
| 8
| 25
| 5.7
|
trailing 8%
| 152
| 20.6
|
Sideways
| 14.6
| 4.91
| 2
| 116
| 3
| 59
| 41
| false
|
Buy
|
Add to core equity +1%
| -12
| -24
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| -54
| -27
| 36
| 5
| false
|
Increase defensive factor exposure
|
P9572
|
Active
|
Trust
|
USD
|
2024-11-19
| 1,932,562
| 140,160
| 1,792,402
| 1
| 61
| 26.8
| 3.3
| 8.9
|
BRK.B:26.0%;MUB:22.0%;MSFT:26.0%;VNQ:26.0%
|
US:59.9;EU:18.7;APAC:10.1;EM:6.2;Other:5.0
|
Value:+0.7;Growth:-0.9;Quality:+0.4;Size:+0.8;Momentum:+0.3;LowVol:-0.6
|
MaxPos5%;NoDerivatives
| 5
| 25
| 5.4
|
hard 12%
| 214
| 17.7
|
Bear
| 30
| 3.16
| 2.5
| 181
| 27
| 70
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| -9
|
BrokerD
|
LMT
| 87
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -2
| -41
| -36
| 3
| true
|
Within IPS guidelines
|
P9573
|
Hands-off
|
Trust
|
USD
|
2025-06-15
| 436,428
| 29,937
| 406,491
| 1
| 58.3
| 18.8
| 13.9
| 9
|
VTI:33.3%;QQQ:33.3%;AMZN:33.3%
|
US:63.1;EU:14.6;APAC:10.0;EM:9.8;Other:2.5
|
Value:+0.1;Growth:-0.3;Quality:+0.5;Size:0.0;Momentum:+1.0;LowVol:+1.0
|
ESGOnly
| 8
| 35
| 3.4
|
trailing 8%
| 109
| 19.6
|
Sideways
| 14.4
| 3.75
| 2.3
| 109
| -27
| 30
| 43
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -10
| -4
|
BrokerC
|
LMT
| 95
| null | null |
Normal monitoring
| 71
| 16
| 134
| 3
| false
|
Tighten stops on momentum names
|
P9574
|
Hands-off
|
IRA
|
USD
|
2025-04-13
| 408,080
| 20,559
| 387,521
| 1
| 59.5
| 26
| 7.4
| 7.2
|
VOO:23.7%;TSLA:23.7%;HYG:19.2%;BND:17.7%;QQQ:15.6%
|
US:70.7;EU:12.6;APAC:7.8;EM:7.2;Other:1.7
|
Value:-0.0;Growth:+1.0;Quality:-0.5;Size:-0.2;Momentum:-0.2;LowVol:+0.2
|
ESGOnly;NoDerivatives
| 8
| 30
| 3.2
|
trailing 8%
| 167
| 17.1
|
Bear
| 22.6
| 3.88
| 2.9
| 203
| -55
| 29
| 70
| false
|
Sell
|
Trim extended winner -1%
| -2
| -21
|
BrokerC
|
VWAP
| 91
| null | null |
Normal monitoring
| 107
| -19
| 166
| 4
| false
|
Tax-aware sells next window
|
P9575
|
Hands-off
|
Roth
|
USD
|
2025-01-03
| 855,107
| 53,016
| 802,091
| 1
| 68.3
| 24.6
| 0
| 7.2
|
AMZN:10.2%;VOO:21.1%;MUB:15.7%;GLD:17.8%;IEF:21.1%;AAPL:14.0%
|
US:64.1;EU:9.0;APAC:13.9;EM:11.0;Other:1.9
|
Value:+1.0;Growth:+0.2;Quality:-0.7;Size:-0.6;Momentum:0.0;LowVol:+0.3
| null | 6
| 35
| 4.3
|
trailing 8%
| 99
| 16.6
|
Volatile
| 26.3
| 4.44
| 2.2
| 115
| 6
| 42
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -11
| -8
|
BrokerA
|
LMT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -10
| -59
| 10
| 5
| false
|
Tighten stops on momentum names
|
P9576
|
Active
|
Trust
|
USD
|
2025-06-09
| 2,298,367
| 213,576
| 2,084,791
| 1
| 64.4
| 21.3
| 8.9
| 5.3
|
QQQ:33.3%;VNQ:33.3%;BND:33.3%
|
US:64.9;EU:15.4;APAC:5.6;EM:11.5;Other:2.6
|
Value:-0.8;Growth:+0.3;Quality:+0.2;Size:+0.5;Momentum:-0.2;LowVol:+1.0
|
MaxPos6%
| 6
| 25
| 5.1
|
trailing 8%
| 144
| 21.8
|
Bull
| 15.3
| 3.71
| 2.6
| 102
| 30
| 71
| 39
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 21
| -3
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 91
| 20
| 129
| 5
| false
|
Tighten stops on momentum names
|
P9577
|
Cautious
|
Taxable
|
USD
|
2024-08-25
| 869,753
| 98,767
| 770,986
| 1
| 51.1
| 36.7
| 0
| 12.2
|
IEF:23.5%;VOO:19.7%;MSFT:21.0%;QQQ:12.3%;GLD:23.5%
|
US:66.6;EU:12.6;APAC:12.7;EM:4.9;Other:3.2
|
Value:+0.5;Growth:-0.4;Quality:-0.2;Size:+0.2;Momentum:+0.3;LowVol:+0.4
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 35
| 5.4
|
hard 10%
| 165
| 15.4
|
Volatile
| 20.7
| 4.76
| 3.5
| 146
| -26
| 45
| 42
| false
|
Buy
|
Add to core equity +1%
| 32
| -10
|
BrokerD
|
VWAP
| 87
| null | null |
Normal monitoring
| -36
| -11
| 79
| 3
| false
|
Tax-aware sells next window
|
P9578
|
Opportunistic
|
401k
|
USD
|
2024-11-11
| 628,630
| 26,057
| 602,573
| 1.11
| 70.9
| 16
| 4.5
| 8.6
|
HYG:27.0%;TSLA:20.2%;VTI:27.0%;AAPL:25.8%
|
US:71.3;EU:7.7;APAC:7.7;EM:9.7;Other:3.6
|
Value:+0.1;Growth:-0.0;Quality:-0.6;Size:-0.2;Momentum:+0.5;LowVol:+0.8
|
MaxPos8%
| 8
| 35
| 6.3
|
trailing 7%
| 160
| 31.8
|
Sideways
| 15.3
| 4.94
| 3.4
| 96
| -27
| 51
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -39
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 17
| -19
| 24
| 3
| false
|
Tighten stops on momentum names
|
P9579
|
Hands-off
|
Roth
|
USD
|
2025-10-08
| 732,959
| 31,023
| 701,936
| 1
| 58.8
| 24.7
| 7.7
| 8.9
|
BND:25.9%;AAPL:25.9%;TSLA:22.4%;QQQ:25.9%
|
US:67.7;EU:14.1;APAC:8.7;EM:6.6;Other:2.9
|
Value:+0.8;Growth:-0.5;Quality:+0.5;Size:-0.9;Momentum:-0.5;LowVol:-0.6
| null | 5
| 30
| 5.8
|
trailing 10%
| 157
| 13.2
|
Volatile
| 26.4
| 4.92
| 2.7
| 172
| -47
| 11
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -28
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 78
| -8
| 102
| 5
| false
|
Monitor dispersion and breadth
|
P9580
|
Hands-off
|
IRA
|
USD
|
2024-12-04
| 312,838
| 17,768
| 295,070
| 1
| 70.2
| 17.2
| 5.7
| 6.9
|
MSFT:21.2%;GLD:19.7%;VTI:22.6%;TSLA:22.6%;BND:14.0%
|
US:65.2;EU:13.5;APAC:5.7;EM:10.1;Other:5.4
|
Value:+0.6;Growth:+0.4;Quality:+0.7;Size:+0.4;Momentum:0.0;LowVol:+0.2
|
ESGOnly
| 5
| 25
| 4
|
hard 10%
| 163
| 16.5
|
Bull
| 14.2
| 3.83
| 2.2
| 84
| 75
| 90
| 49
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| -13
|
BrokerB
|
VWAP
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 66
| 6
| 100
| 3
| false
|
Tighten stops on momentum names
|
P9581
|
Cautious
|
IRA
|
USD
|
2024-09-05
| 685,903
| 70,057
| 615,846
| 1
| 47.4
| 36.1
| 0
| 16.6
|
BND:16.9%;GLD:17.7%;VOO:11.2%;XLF:22.0%;BRK.B:10.2%;AAPL:22.0%
|
US:65.6;EU:14.2;APAC:10.5;EM:6.5;Other:3.2
|
Value:+0.6;Growth:-0.4;Quality:-0.8;Size:-0.9;Momentum:-0.4;LowVol:+1.0
|
NoMargin
| 10
| 25
| 3.7
|
trailing 8%
| 161
| 17.9
|
Volatile
| 26.1
| 5.46
| 2
| 175
| -7
| 47
| 54
| false
|
NoAction
|
Within bands; monitor
| 10
| 2
|
BrokerA
|
VWAP
| 87
| null | null |
Normal monitoring
| 101
| -30
| 87
| 3
| false
|
Tax-aware sells next window
|
P9582
|
Hands-off
|
Roth
|
USD
|
2024-11-13
| 671,468
| 53,744
| 617,724
| 1
| 65.1
| 28.5
| 0
| 6.4
|
HYG:17.4%;IEF:17.5%;AAPL:16.8%;BND:19.7%;VNQ:20.5%;QQQ:8.1%
|
US:75.9;EU:6.8;APAC:6.5;EM:7.2;Other:3.6
|
Value:-0.5;Growth:+0.8;Quality:-0.8;Size:+1.0;Momentum:-0.6;LowVol:+0.5
|
ESGOnly;NoDerivatives
| 5
| 25
| 3.3
|
trailing 8%
| 101
| 19.1
|
Volatile
| 23.1
| 5.07
| 2.1
| 114
| -41
| 30
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| 3
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 12
| -43
| 82
| 5
| false
|
Tighten stops on momentum names
|
P9583
|
Cautious
|
Roth
|
USD
|
2025-06-05
| 772,062
| 88,713
| 683,349
| 1
| 41.8
| 35.8
| 7.4
| 15
|
QQQ:25.0%;BRK.B:25.0%;GLD:25.0%;TSLA:25.0%
|
US:63.2;EU:15.0;APAC:9.4;EM:9.9;Other:2.4
|
Value:-0.3;Growth:+0.2;Quality:+0.5;Size:+0.9;Momentum:+0.7;LowVol:+0.3
|
NoMargin
| 7
| 25
| 5.8
|
trailing 8%
| 108
| 20
|
Bear
| 31.7
| 4.03
| 1.4
| 155
| -79
| 15
| 70
| false
|
Sell
|
Trim extended winner -1%
| 23
| -36
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 48
| -43
| 162
| 5
| false
|
Increase defensive factor exposure
|
P9584
|
Systematic
|
401k
|
USD
|
2025-05-01
| 1,457,771
| 83,375
| 1,374,396
| 1
| 59.6
| 33.9
| 0
| 6.5
|
TSLA:21.8%;GLD:16.9%;VNQ:11.8%;MUB:7.3%;MSFT:21.8%;TLT:20.3%
|
US:61.8;EU:10.2;APAC:16.7;EM:6.6;Other:4.8
|
Value:+0.4;Growth:+0.1;Quality:-0.1;Size:-0.8;Momentum:+0.8;LowVol:+0.3
| null | 8
| 30
| 4.4
|
trailing 9%
| 137
| 23.6
|
Bear
| 28.1
| 4.38
| 1.7
| 192
| 21
| 72
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| -32
|
BrokerC
|
MKT
| 87
| null | null |
Normal monitoring
| -1
| -39
| 107
| 3
| false
|
Within IPS guidelines
|
P9585
|
Cautious
|
Roth
|
USD
|
2024-12-02
| 857,307
| 72,772
| 784,535
| 1
| 46.2
| 38
| 0
| 15.8
|
VOO:26.9%;TSLA:26.9%;MUB:22.2%;XLF:24.0%
|
US:66.5;EU:16.3;APAC:8.8;EM:6.9;Other:1.5
|
Value:-0.5;Growth:-0.7;Quality:+0.5;Size:-0.8;Momentum:+0.1;LowVol:-0.8
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 35
| 3.3
|
trailing 8%
| 165
| 19.2
|
Sideways
| 20.8
| 3.92
| 2.4
| 126
| 8
| 41
| 47
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -29
|
BrokerB
|
MKT
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 95
| -10
| 173
| 4
| false
|
Within IPS guidelines
|
P9586
|
Hands-off
|
Roth
|
USD
|
2024-10-08
| 600,503
| 48,409
| 552,094
| 1
| 63.5
| 27.3
| 1.4
| 7.8
|
VOO:9.6%;QQQ:8.7%;VNQ:23.4%;AAPL:23.4%;AMZN:11.4%;HYG:23.4%
|
US:75.8;EU:12.9;APAC:6.3;EM:4.7;Other:0.3
|
Value:+0.7;Growth:+0.8;Quality:-0.2;Size:-0.8;Momentum:+0.5;LowVol:+0.7
| null | 8
| 25
| 5.8
|
trailing 8%
| 102
| 14.2
|
Bear
| 31.4
| 3.47
| 1.5
| 189
| 20
| 60
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 19
| -4
|
BrokerB
|
MKT
| 85
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 113
| -50
| 160
| 4
| false
|
Increase defensive factor exposure
|
P9587
|
Opportunistic
|
Taxable
|
USD
|
2024-08-06
| 451,654
| 34,118
| 417,536
| 1.21
| 74.1
| 17
| 1.5
| 7.4
|
MUB:21.4%;GLD:27.7%;TSLA:23.2%;TLT:27.7%
|
US:71.7;EU:7.5;APAC:13.5;EM:3.9;Other:3.4
|
Value:-0.6;Growth:-0.8;Quality:-1.0;Size:-1.0;Momentum:+0.9;LowVol:-0.0
|
MaxPos7%
| 6
| 30
| 5
|
trailing 7%
| 209
| 22.6
|
Volatile
| 28.5
| 5.02
| 2.2
| 139
| -13
| 57
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| -5
| -22
|
BrokerA
|
LMT
| 93
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -37
| 15
| 98
| 2
| false
|
Increase defensive factor exposure
|
P9588
|
Hands-off
|
Roth
|
USD
|
2025-12-03
| 895,138
| 44,416
| 850,722
| 1
| 64.2
| 26.8
| 0
| 9
|
GLD:10.8%;AMZN:23.3%;MUB:14.9%;BND:25.5%;VTI:25.5%
|
US:62.4;EU:16.9;APAC:6.7;EM:10.8;Other:3.2
|
Value:-0.1;Growth:+0.5;Quality:-0.2;Size:-0.4;Momentum:+0.5;LowVol:+0.6
|
MaxPos6%
| 6
| 25
| 3.7
|
trailing 8%
| 149
| 19.7
|
Bear
| 30.1
| 3.43
| 2.6
| 211
| -15
| 33
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| -28
|
BrokerC
|
MKT
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 40
| 8
| 142
| 5
| false
|
Within IPS guidelines
|
P9589
|
Active
|
Taxable
|
USD
|
2025-04-27
| 1,113,418
| 121,164
| 992,254
| 1
| 66.2
| 20
| 4.4
| 9.4
|
VOO:25.5%;MUB:23.6%;XLF:25.5%;TLT:25.5%
|
US:70.6;EU:9.7;APAC:13.6;EM:5.2;Other:0.9
|
Value:+0.1;Growth:+0.1;Quality:-0.6;Size:-0.4;Momentum:-0.4;LowVol:-0.0
|
NoDerivatives
| 7
| 35
| 4.8
|
trailing 9%
| 192
| 20.1
|
Bull
| 15.9
| 4.95
| 2.7
| 99
| 4
| 38
| 42
| false
|
Buy
|
Add to core equity +1%
| 1
| -33
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| 55
| -60
| 124
| 5
| false
|
Monitor dispersion and breadth
|
P9590
|
Active
|
IRA
|
USD
|
2024-08-24
| 1,522,274
| 155,888
| 1,366,386
| 1
| 62.6
| 27.8
| 1.7
| 7.9
|
QQQ:31.0%;MSFT:34.5%;MUB:34.5%
|
US:62.5;EU:13.5;APAC:12.5;EM:8.1;Other:3.4
|
Value:+0.5;Growth:-0.8;Quality:+0.3;Size:+0.1;Momentum:+0.1;LowVol:+0.4
|
NoDerivatives
| 5
| 25
| 4.1
|
hard 12%
| 188
| 23.8
|
Volatile
| 25.5
| 4.48
| 2.5
| 164
| -60
| 17
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| 11
|
BrokerC
|
VWAP
| 93
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 86
| -5
| 170
| 2
| false
|
Monitor dispersion and breadth
|
P9591
|
Opportunistic
|
Taxable
|
USD
|
2025-07-06
| 1,332,058
| 102,973
| 1,229,085
| 1
| 74.6
| 15.7
| 1.7
| 8
|
QQQ:28.0%;MUB:16.0%;BND:28.0%;BRK.B:28.0%
|
US:65.3;EU:13.7;APAC:12.8;EM:6.7;Other:1.5
|
Value:-0.2;Growth:-0.6;Quality:+0.1;Size:-0.3;Momentum:+0.5;LowVol:+0.6
| null | 5
| 30
| 4.9
|
trailing 7%
| 198
| 31.6
|
Bull
| 13.8
| 3.53
| 3.4
| 80
| 64
| 93
| 47
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 5
| 0
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| -13
| 12
| 56
| 4
| false
|
Within IPS guidelines
|
P9592
|
Opportunistic
|
401k
|
USD
|
2024-07-06
| 1,343,515
| 55,731
| 1,287,784
| 1
| 71.4
| 16.4
| 7.8
| 4.4
|
BND:33.4%;VTI:33.4%;XLF:33.2%
|
US:75.1;EU:11.9;APAC:5.3;EM:4.8;Other:2.8
|
Value:-0.1;Growth:0.0;Quality:-0.2;Size:+0.4;Momentum:-0.1;LowVol:-0.8
|
MaxPos5%
| 10
| 30
| 6.2
|
hard 12%
| 243
| 27.4
|
Bull
| 17.3
| 4.25
| 3
| 83
| 64
| 97
| 64
| false
|
NoAction
|
Within bands; monitor
| 18
| -27
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 9
| -14
| -13
| 4
| false
|
Tax-aware sells next window
|
P9593
|
Active
|
Taxable
|
USD
|
2025-05-04
| 1,450,234
| 161,372
| 1,288,862
| 1
| 52
| 22.8
| 15.4
| 9.7
|
QQQ:33.3%;AMZN:33.3%;HYG:33.3%
|
US:64.5;EU:20.6;APAC:7.5;EM:7.4;Other:0.1
|
Value:+0.6;Growth:-1.0;Quality:-1.0;Size:+0.4;Momentum:+0.2;LowVol:+0.5
|
MaxPos7%
| 10
| 35
| 5.6
|
trailing 9%
| 168
| 16
|
Bear
| 34.1
| 3.06
| 1.1
| 152
| -40
| 21
| 86
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| -15
|
BrokerC
|
VWAP
| 85
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 109
| -48
| 156
| 4
| false
|
Tighten stops on momentum names
|
P9594
|
Cautious
|
IRA
|
USD
|
2025-03-03
| 362,535
| 31,720
| 330,815
| 1
| 42
| 42.4
| 2.5
| 13.1
|
MUB:20.1%;TLT:20.0%;AAPL:21.5%;TSLA:16.8%;BRK.B:21.5%
|
US:66.7;EU:17.2;APAC:6.9;EM:8.8;Other:0.4
|
Value:-0.6;Growth:-0.4;Quality:+0.4;Size:+0.8;Momentum:-0.6;LowVol:+1.0
|
NoMargin
| 10
| 35
| 4.7
|
trailing 8%
| 91
| 17.7
|
Volatile
| 29.3
| 5.23
| 4.1
| 143
| -45
| 34
| 69
| false
|
Buy
|
Add to core equity +1%
| 6
| -12
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 110
| 8
| 157
| 4
| false
|
Tighten stops on momentum names
|
P9595
|
Cautious
|
401k
|
USD
|
2025-02-24
| 185,534
| 24,445
| 161,089
| 1
| 36
| 38.1
| 15
| 11
|
AAPL:26.8%;IEF:19.5%;VTI:26.8%;TSLA:26.8%
|
US:69.7;EU:6.9;APAC:7.4;EM:13.8;Other:2.2
|
Value:+0.8;Growth:-0.6;Quality:+0.2;Size:-0.9;Momentum:+0.3;LowVol:+0.8
|
NoMargin
| 6
| 30
| 3.3
|
hard 10%
| 118
| 17.3
|
Volatile
| 20.3
| 4.32
| 3.2
| 161
| 44
| 80
| 32
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| 8
|
BrokerC
|
LMT
| 88
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 90
| -37
| 149
| 3
| false
|
Within IPS guidelines
|
P9596
|
Active
|
IRA
|
USD
|
2024-11-09
| 1,379,878
| 135,990
| 1,243,888
| 1.09
| 52.4
| 30.5
| 8
| 9
|
GLD:29.2%;MSFT:12.3%;AMZN:29.2%;IEF:29.2%
|
US:60.5;EU:16.9;APAC:10.3;EM:11.1;Other:1.3
|
Value:+0.9;Growth:-0.4;Quality:+0.5;Size:+0.3;Momentum:+1.0;LowVol:-0.8
|
MaxPos8%
| 7
| 25
| 4.4
|
trailing 9%
| 188
| 24.8
|
Volatile
| 20.5
| 4.93
| 2.3
| 114
| -21
| 45
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| -31
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 52
| -8
| 104
| 5
| false
|
Tighten stops on momentum names
|
P9597
|
Cautious
|
Taxable
|
USD
|
2024-08-15
| 383,444
| 41,028
| 342,416
| 1
| 39.6
| 32.3
| 17.3
| 10.9
|
MSFT:33.3%;TSLA:33.3%;QQQ:33.3%
|
US:68.5;EU:14.4;APAC:9.9;EM:6.5;Other:0.7
|
Value:+0.3;Growth:-0.0;Quality:+0.7;Size:+0.6;Momentum:+0.1;LowVol:+1.0
|
NoMargin
| 6
| 35
| 3.6
|
trailing 8%
| 120
| 17.3
|
Volatile
| 20.6
| 5.22
| 2.9
| 146
| -15
| 56
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| 15
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 29
| 8
| 56
| 5
| false
|
Monitor dispersion and breadth
|
P9598
|
Cautious
|
Trust
|
USD
|
2024-11-17
| 802,652
| 108,747
| 693,905
| 1
| 49.7
| 36.7
| 0
| 13.6
|
VTI:21.1%;GLD:22.2%;HYG:22.2%;BND:22.1%;VOO:12.3%
|
US:69.1;EU:9.1;APAC:11.1;EM:10.3;Other:0.4
|
Value:+0.4;Growth:+0.1;Quality:-0.6;Size:-0.8;Momentum:-0.6;LowVol:-0.4
|
ESGOnly;MaxPos5%;NoDerivatives;NoMargin
| 10
| 35
| 5.3
|
trailing 8%
| 123
| 16.2
|
Bear
| 34.1
| 3.32
| 2.6
| 169
| -108
| 9
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| -19
|
BrokerA
|
VWAP
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 76
| -55
| 91
| 4
| false
|
Increase defensive factor exposure
|
P9599
|
Systematic
|
Roth
|
USD
|
2024-11-19
| 694,919
| 63,025
| 631,894
| 1
| 68
| 21
| 3.7
| 7.4
|
AMZN:16.6%;AAPL:10.8%;XLF:21.7%;QQQ:17.3%;BND:11.8%;VOO:21.7%
|
US:63.3;EU:18.2;APAC:14.1;EM:4.3;Other:0.1
|
Value:-0.8;Growth:-0.7;Quality:+0.2;Size:+0.9;Momentum:+1.0;LowVol:-0.7
|
NoDerivatives
| 7
| 35
| 5.1
|
trailing 9%
| 136
| 20.3
|
Volatile
| 26.6
| 5.01
| 4.5
| 157
| 71
| 85
| 64
| false
|
Sell
|
Trim extended winner -1%
| 14
| 12
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 79
| -48
| 184
| 4
| false
|
Monitor dispersion and breadth
|
P9600
|
Opportunistic
|
Trust
|
USD
|
2024-11-01
| 1,778,334
| 96,142
| 1,682,192
| 1
| 71.5
| 17.7
| 2.3
| 8.5
|
AMZN:33.3%;TLT:33.3%;MUB:33.3%
|
US:75.5;EU:8.6;APAC:9.9;EM:3.0;Other:2.9
|
Value:0.0;Growth:+0.6;Quality:+0.3;Size:+0.9;Momentum:+0.5;LowVol:+0.9
| null | 8
| 35
| 5.9
|
hard 12%
| 221
| 34.1
|
Bear
| 25.9
| 4.39
| 1.2
| 170
| 28
| 49
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 19
| -20
|
BrokerB
|
LMT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 2
| -36
| 136
| 2
| false
|
Monitor dispersion and breadth
|
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