Market Pulse & Macro Dashboard
Analyze market momentum data, monitor macroeconomic conditions, and review the latest trading logs output by the simulation engine.
Short-Term Momentum (1Q)
1Q Momentum Pulse
Long-Term Secular Trends (1Y)
1Y Momentum Pulse
Global Asset Momentum Rotation Orbit (RRG)
90-day trailing comet tail showing rotation through Z-score phase space.Global Asset Momentum Scorecard
Tracks price trend alignment and momentum rotation states across global stock, bond, commodity, and precious metal proxies. Ranked by short-term velocity.
| Rank | Ticker | Asset Name | Short-Term (1Q) | Secular (1Y) | Trend Rotation Shift (Weekly) |
|---|---|---|---|---|---|
| 1 | PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF) | Diversified Commodity Strategy | +26.1% Z: +3.21 ■ | +13.2% Z: +0.76 ▲ | Momentum Breakout ➔ Momentum Breakout |
| 2 | VEA (Vanguard FTSE Developed Markets ETF) | Developed Markets Ex-US | +4.0% Z: +0.52 ▼ | +27.0% Z: +2.18 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 3 | VXUS (Vanguard Total International Stock Index Fund ETF) | Total International Stock | +3.7% Z: +0.62 ▼ | +26.0% Z: +2.48 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 4 | IXUS (iShares Core MSCI Total International Stock ETF) | Core Total International | +3.7% Z: +0.63 ▼ | +26.2% Z: +2.39 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 5 | VWO (Vanguard Emerging Markets Stock Index Fund ETF) | Emerging Markets Equity | +2.5% Z: +0.27 ▼ | +23.6% Z: +1.37 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 6 | VOO (Vanguard 500 Index Fund ETF) | S&P 500 Index (Large Cap) | +1.8% Z: +0.38 ▲ | +18.8% Z: +2.01 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 7 | VTI (Vanguard Total Stock Market Index Fund ETF) | Total US Stock Market | +1.8% Z: +0.28 ▲ | +18.5% Z: +1.44 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 8 | RSP (Invesco S&P 500 Equal Weight ETF) | S&P 500 Equal Weight | +1.6% Z: +0.23 ▼ | +12.0% Z: +0.89 ■ | Neutral / Consolidating ➔ Neutral / Consolidating |
| 9 | IAU (iShares Gold Trust) | Gold Trust (Precious Metals) | +0.9% Z: +0.14 ▼ | +52.2% Z: +3.40 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 10 | SCHP (Schwab U.S. TIPS ETF) | US Treasury Inflation-Protected (TIPS) | +0.7% Z: +0.35 ■ | +5.2% Z: +1.16 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 11 | BND (Vanguard Total Bond Market Index Fund ETF) | Total US Bond Market | -0.1% Z: -0.05 ▼ | +5.1% Z: +1.18 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 12 | BNDX (Vanguard Total International Bond Index Fund ETF) | Total International Bond (Hedged) | -0.3% Z: -0.20 ▼ | +3.5% Z: +0.80 ■ | Neutral / Consolidating ➔ Neutral / Consolidating |
Volatility-Scaled Trend Taxonomy Matrix
Maps the secular trend orientation against short-term momentum velocity, standardized by rolling historical volatility. What is "Z" (Z-score)? It measures how strong a trend is relative to normal market noise. Calculated as Z = Return / Volatility. A Z of ≥ +1.0 means the trend is exceptionally strong (more than one standard deviation above historical average), while a Z of ≤ -1.0 indicates severe downside velocity. Z-scores between -1.0 and +1.0 represent normal rangebound consolidation.
| Short-Term Pullback (Zst ≤ -1.0) | Short-Term Consolidation (-1.0 < Zst < 1.0) | Short-Term Breakout (Zst ≥ 1.0) | |
|---|---|---|---|
| Secular Uptrend (Zlt ≥ 1.0) | Uptrend Pullback Secular trend remains bullish (Z-score >= 1.0) while short-term momentum experiences a healthy correction (Z-score <= -1.0). Historically associated with long-term core preservation and systematic pullback evaluations. | Uptrend Consolidation Secular trend is bullish (Z-score >= 1.0) while short-term momentum consolidates in range (Z-score between -1.0 and 1.0). Historically associated with neutral short-term momentum and baseline target retention. | Strong Uptrend Both short-term and secular volatility-scaled returns are in positive expansion (Z-score >= 1.0). Historically associated with maximum trend exposure and baseline asset weight retention. |
| Secular Neutral (-1.0 < Zlt < 1.0) | Momentum Breakdown Secular trend is neutral while short-term momentum decelerates into bearish contraction (Z-score <= -1.0). Historically associated with risk management execution and capital defense triggers. | Neutral / Consolidating Both short-term and secular volatility-scaled returns remain flat in range (Z-score between -1.0 and 1.0). Historically associated with neutral index weights and flat trend-following activity. | Momentum Breakout Secular trend is neutral while short-term momentum accelerates into bullish expansion (Z-score >= 1.0). Historically associated with tactical momentum expansion and breakout participation. |
| Secular Downtrend (Zlt ≤ -1.0) | Strong Downtrend Both short-term and secular volatility-scaled returns are in negative expansion (Z-score <= -1.0). Historically associated with active asset exposure reduction and capital protection focus. | Downtrend Consolidation Secular trend is bearish (Z-score <= -1.0) while short-term momentum consolidates in range (Z-score between -1.0 and 1.0). Historically associated with defensive asset preservation and restricted new entry sizing. | Downtrend Reversal Secular trend remains bearish (Z-score <= -1.0) while short-term momentum shows strong recovery velocity (Z-score >= 1.0). Historically associated with cash safety preservation and defensive position sizing. |
Short-Term Sector Momentum (1Q)
1Q Momentum Pulse
Long-Term Sector Secular Trends (1Y)
1Y Momentum Pulse
Sector Rotation Momentum Orbit (RRG)
90-day trailing comet tail showing rotation through standard sector indices.Sector Rotation Momentum Scorecard
Tracks price trend alignment and momentum rotation states across all 11 standard sector SPDRs plus software leader IGV. Ranked by short-term velocity.
| Rank | Ticker | Sector Name | Short-Term (1Q) | Secular (1Y) | Trend Rotation Shift (Weekly) |
|---|---|---|---|---|---|
| 1 | XLE (The Energy Select Sector SPDR Fund) | Energy | +19.7% Z: +2.03 ▼ | +13.0% Z: +0.61 ■ | Momentum Breakout ➔ Momentum Breakout |
| 2 | XLK (The Technology Select Sector SPDR Fund) | Technology | +7.0% Z: +0.77 ▲ | +27.4% Z: +1.32 ▲ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 3 | XLU (The Utilities Select Sector SPDR Fund) | Utilities | +5.5% Z: +0.95 ▼ | +17.4% Z: +1.38 ■ | Strong Uptrend ➔ Uptrend Consolidation |
| 4 | XLB (The Materials Select Sector SPDR Fund) | Materials | +5.0% Z: +0.64 ▼ | +7.5% Z: +0.55 ■ | Neutral / Consolidating ➔ Neutral / Consolidating |
| 5 | XLRE (The Real Estate Select Sector SPDR Fund) | Real Estate | +4.7% Z: +0.83 ▼ | +4.1% Z: +0.38 ■ | Neutral / Consolidating ➔ Neutral / Consolidating |
| 6 | XLI (The Industrial Select Sector SPDR Fund) | Industrials | +4.0% Z: +0.56 ▼ | +21.8% Z: +1.48 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 7 | XLP (The Consumer Staples Select Sector SPDR Fund) | Consumer Staples | +2.1% Z: +0.47 ▼ | +4.2% Z: +0.50 ■ | Neutral / Consolidating ➔ Neutral / Consolidating |
| 8 | XLC (The Communication Services Select Sector SPDR Fund) | Communication Services | -0.9% Z: -0.11 ■ | +23.1% Z: +1.08 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 9 | XLY (The Consumer Discretionary Select Sector SPDR Fund) | Consumer Discretionary | -3.8% Z: -0.51 ■ | +15.5% Z: +1.04 ■ | Uptrend Consolidation ➔ Uptrend Consolidation |
| 10 | XLV (The Health Care Select Sector SPDR Fund) | Health Care | -4.9% Z: -0.95 ▼ | +1.6% Z: +0.15 ■ | Neutral / Consolidating ➔ Neutral / Consolidating |
| 11 | XLF (The Financial Select Sector SPDR Fund) | Financials | -5.1% Z: -0.56 ■ | +13.2% Z: +0.72 ■ | Neutral / Consolidating ➔ Neutral / Consolidating |
| 12 | IGV (iShares Expanded Tech-Software Sector ETF) | Expanded Tech - Software | -11.6% Z: -1.23 ▲ | +8.0% Z: +0.49 ■ | Momentum Breakdown ➔ Momentum Breakdown |
Volatility-Scaled Trend Taxonomy Matrix
Maps the secular trend orientation against short-term momentum velocity, standardized by rolling historical volatility. What is "Z" (Z-score)? It measures how strong a trend is relative to normal market noise. Calculated as Z = Return / Volatility. A Z of ≥ +1.0 means the trend is exceptionally strong (more than one standard deviation above historical average), while a Z of ≤ -1.0 indicates severe downside velocity. Z-scores between -1.0 and +1.0 represent normal rangebound consolidation.
| Short-Term Pullback (Zst ≤ -1.0) | Short-Term Consolidation (-1.0 < Zst < 1.0) | Short-Term Breakout (Zst ≥ 1.0) | |
|---|---|---|---|
| Secular Uptrend (Zlt ≥ 1.0) | Uptrend Pullback Secular trend remains bullish (Z-score >= 1.0) while short-term momentum experiences a healthy correction (Z-score <= -1.0). Historically associated with long-term core preservation and systematic pullback evaluations. | Uptrend Consolidation Secular trend is bullish (Z-score >= 1.0) while short-term momentum consolidates in range (Z-score between -1.0 and 1.0). Historically associated with neutral short-term momentum and baseline target retention. | Strong Uptrend Both short-term and secular volatility-scaled returns are in positive expansion (Z-score >= 1.0). Historically associated with maximum trend exposure and baseline asset weight retention. |
| Secular Neutral (-1.0 < Zlt < 1.0) | Momentum Breakdown Secular trend is neutral while short-term momentum decelerates into bearish contraction (Z-score <= -1.0). Historically associated with risk management execution and capital defense triggers. | Neutral / Consolidating Both short-term and secular volatility-scaled returns remain flat in range (Z-score between -1.0 and 1.0). Historically associated with neutral index weights and flat trend-following activity. | Momentum Breakout Secular trend is neutral while short-term momentum accelerates into bullish expansion (Z-score >= 1.0). Historically associated with tactical momentum expansion and breakout participation. |
| Secular Downtrend (Zlt ≤ -1.0) | Strong Downtrend Both short-term and secular volatility-scaled returns are in negative expansion (Z-score <= -1.0). Historically associated with active asset exposure reduction and capital protection focus. | Downtrend Consolidation Secular trend is bearish (Z-score <= -1.0) while short-term momentum consolidates in range (Z-score between -1.0 and 1.0). Historically associated with defensive asset preservation and restricted new entry sizing. | Downtrend Reversal Secular trend remains bearish (Z-score <= -1.0) while short-term momentum shows strong recovery velocity (Z-score >= 1.0). Historically associated with cash safety preservation and defensive position sizing. |
Short-Term Fixed Income Momentum (1Q)
1Q Momentum Pulse
Long-Term Fixed Income Secular Trends (1Y)
1Y Momentum Pulse
Fixed Income Momentum Rotation Orbit (RRG vs IEI)
90-day trailing comet tail showing tracking excess return rotation versus core intermediate benchmark IEI.Fixed Income & Credit Momentum Scorecard
Tracks price trend alignment and momentum rotation excess returns vs Core benchmark IEI. Ranked by short-term velocity.
| Rank | Ticker | Bond Sector / Asset | Short-Term Excess (1Q) | Secular Excess (1Y) | Trend Rotation Shift (Weekly) |
|---|---|---|---|---|---|
| 1 | BIL (SPDR Bloomberg 1-3 Month T-bill ETF) | US Treasury 1-3 Mo (T-Bills) | +1.0% Z: +0.59 ▲ | -0.9% Z: -0.23 ■ | Stable Curve Slope ➔ Stable Curve Slope |
| 2 | TIP (iShares TIPS Bond ETF) | US Treasury Inflation-Protected (TIPS) | +0.8% Z: +0.45 ▲ | -0.1% Z: -0.03 ■ | Stable Duration Trend ➔ Stable Duration Trend |
| 3 | SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) | Short-Term High-Yield Corporate | +0.6% Z: +0.24 ▲ | +2.4% Z: +0.48 ■ | Stable Credit Spreads ➔ Stable Credit Spreads |
| 4 | HYG (iShares iBoxx $ High Yield Corporate Bond ETF) | High-Yield Corporate Credit (Junk) | +0.5% Z: +0.10 ■ | +2.9% Z: +0.38 ■ | Stable Credit Spreads ➔ Stable Credit Spreads |
| 5 | MBB (iShares MBS ETF) | US Agency Mortgage-Backed Securities | +0.4% Z: +0.38 ▼ | +0.9% Z: +0.66 ▲ | Stable Duration Trend ➔ Stable Duration Trend |
| 6 | MUB (iShares National Muni Bond ETF) | US Municipal Bonds (Tax-Exempt) | +0.3% Z: +0.15 ■ | -2.3% Z: -0.96 ▲ | Stable Credit Spreads ➔ Stable Credit Spreads |
| 7 | EMB (iShares J.P. Morgan USD Emerging Markets Bond ETF) | Emerging Market Sovereign Debt | +0.1% Z: +0.01 ■ | +5.5% Z: +1.01 ■ | Stable Credit Spreads ➔ Stable Credit Spreads |
| 8 | IEI (iShares 3-7 Year Treasury Bond ETF) | US Treasury 3-7 Yr (Core) | +0.0% Z: +0.00 ■ | +0.0% Z: +0.00 ■ | Baseline Benchmark ➔ Baseline Benchmark |
| 9 | BNDX (Vanguard Total International Bond Index Fund ETF) | Total International Bond (Hedged) | -0.2% Z: -0.16 ■ | -1.7% Z: -0.92 ■ | Stable Duration Trend ➔ Stable Duration Trend |
| 10 | IEF (iShares 7-10 Year Treasury Bond ETF) | US Treasury 7-10 Yr (Intermediate) | -0.2% Z: -0.20 ▼ | -0.1% Z: -0.06 ■ | Stable Duration Trend ➔ Stable Duration Trend |
| 11 | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Investment-Grade Corporate Credit | -0.3% Z: -0.12 ■ | +0.6% Z: +0.14 ■ | Stable Credit Spreads ➔ Stable Credit Spreads |
| 12 | TLT (iShares 20+ Year Treasury Bond ETF) | US Treasury 20+ Yr (Long) | -0.9% Z: -0.19 ▼ | -5.3% Z: -0.62 ■ | Stable Duration Trend ➔ Stable Duration Trend |
Fixed-Income Credit & Duration Rotation Taxonomy
Maps tracking excess price returns relative to the core intermediate maturity benchmark IEI (3-7 Year Treasury), normalized by the rolling tracking error (volatility). What is the "Excess Z-Score" for Bonds? It measures relative momentum strength isolated from broader interest rate trends. Calculated as Z = (Asset Return - IEI Return) / Tracking Error. A Z of ≥ +1.0 means the bond sector is dramatically outperforming the core intermediate government benchmark (more than one standard deviation of quarterly relative performance), while a Z of ≤ -1.0 indicates severe active relative underperformance. Z-scores between -1.0 and +1.0 represent normal rangebound consolidation, where the active return is stable and aligned with intermediate Treasuries.
| Bond Sector Type | Underperforming IEI (Excess Z ≤ -1.0) | Neutral / Stable (Z in range) | Outperforming IEI (Excess Z ≥ +1.0) |
|---|---|---|---|
| Credit-Sensitive Debt (Spread-Based Credit: LQD, HYG, SHYG, MUB, EMB) | Credit Spread Expansion Risk-off flight to safety. Fears of corporate default increase, driving investors into Government Treasuries and causing notable relative price underperformance in credit. Historically associated with flight-to-safety flows favoring risk-free Government Treasuries over corporate debt. | Stable Credit Spreads Corporate credit spreads are trading inside a tight, non-trending consolidation range relative to benchmark Treasuries. Historically associated with stable coupon collection and range-bound credit sector performance. | Credit Spread Compression Risk-on market conditions. Default risk premiums are shrinking, allowing corporate credit to yield significant outperformance over risk-free Government debt. Historically associated with corporate credit outperformance and credit risk asset strength. |
| Rate-Sensitive Debt (Gov't & Agency Rate-Sensitive: BNDX, IEF, TLT, TIP, MBB) | Yield Curve Steeply Rising Surging interest rates (typically due to inflation shocks, robust growth, or aggressive monetary tightening), driving substantial long-term bond price corrections. Historically associated with rising interest rates driving long-duration capital adjustments. | Stable Duration Trend Long-term Treasury yields and prices are consolidating in a tight, non-trending range relative to intermediate benchmarks. Historically associated with steady rate expectations and baseline duration segment alignment. | Yield Curve Steeply Falling Rapidly falling interest rates (often during recession fears, economic contraction, or aggressive Fed cuts), causing long-term duration assets to surge in price relative to intermediates. Historically associated with falling interest rates driving long-duration asset outperformance. |
| Short-Duration & Cash (Short-End Rates & Cash: BIL, SHY) | Normal Upward Sloping Curve Standard economic conditions. Cash and ultra-short bills underperform intermediate bonds due to normal maturity premium yield capture. Historically associated with normal economic expansion where intermediate bonds outperform cash. | Stable Curve Slope Short-term Treasury yield curve spreads are trading inside a tight, non-trending consolidation range relative to intermediates. Historically associated with normal maturity premiums and steady rate spread ranges. | Yield Curve Inversion / Surge Flat or inverted yield curves where ultra-short rates exceed intermediate rates, or during pronounced bond market downturns where cash acts as a key safe haven. Historically associated with flat yield curves where cash assets function as a key safe haven. |
Federal Reserve (FRED)
Monetary Policy
- ●Fed Funds Effective RateFRED ↗
- ●Fed Balance Sheet (Total Assets)FRED ↗
- ●M2 Money SupplyFRED ↗
Rates & Credit
- ●10-Year Treasury YieldFRED ↗
- ●10Y-2Y Treasury SpreadFRED ↗
- ●High Yield Option-Adjusted SpreadFRED ↗
Inflation & Labor
- ●Consumer Price Index (CPI)FRED ↗
- ●10-Year Breakeven InflationFRED ↗
- ●Unemployment RateFRED ↗
Recent Portfolio Activity
Systematic execution log of buys, sells, and portfolio allocations over the last 10 trading days.
| Activity Date | Entry Date | Type | Ticker / Asset | Style | Strategy | Category | Allocation |
|---|---|---|---|---|---|---|---|
| 2026-05-30 | 2026-05-30 | Pending Buy | AGG (iShares Core U.S. Aggregate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | AGG (iShares Core U.S. Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | AGG (iShares Core U.S. Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | AGG (iShares Core U.S. Aggregate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | AGG (iShares Core U.S. Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | AGG (iShares Core U.S. Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Investing | Excess Return SMA | Individual Stocks ⚠️ | 100% |
| 2026-05-30 | 2026-05-30 | Pending Buy | ANET (Arista Networks Inc) | Investing | Moving Average (50/200) | Individual Stocks ⚠️ | 100% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BIV (Vanguard Intermediate-term Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BIV (Vanguard Intermediate-term Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BIV (Vanguard Intermediate-term Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BIV (Vanguard Intermediate-term Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BIV (Vanguard Intermediate-term Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BIV (Vanguard Intermediate-term Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BLV (Vanguard Long-term Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BLV (Vanguard Long-term Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BLV (Vanguard Long-term Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BLV (Vanguard Long-term Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BLV (Vanguard Long-term Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BLV (Vanguard Long-term Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BLV (Vanguard Long-term Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BLV (Vanguard Long-term Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BLV (Vanguard Long-term Bond Index Fund ETF) | Investing | Excess Return SMA | Bond ETFs | 100% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BND (Vanguard Total Bond Market Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BND (Vanguard Total Bond Market Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BND (Vanguard Total Bond Market Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BND (Vanguard Total Bond Market Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BND (Vanguard Total Bond Market Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BND (Vanguard Total Bond Market Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BOND (PIMCO Active Bond Exchange-Traded Fund) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BOND (PIMCO Active Bond Exchange-Traded Fund) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BOND (PIMCO Active Bond Exchange-Traded Fund) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BOND (PIMCO Active Bond Exchange-Traded Fund) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BOND (PIMCO Active Bond Exchange-Traded Fund) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | BOND (PIMCO Active Bond Exchange-Traded Fund) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | CGGR (Capital Group Growth ETF Share Class) | Investing | Moving Average (50/200) | Stock ETFs | 100% |
| 2026-05-30 | 2025-12-18 | Pending Sell | COP (Conoco Phillips) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2025-12-18 | Pending Sell | COP (Conoco Phillips) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2025-10-21 | Pending Sell | COST (Costco Wholesale Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2025-10-21 | Pending Sell | COST (Costco Wholesale Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | COWZ (Pacer US Cash Cows 100 ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | COWZ (Pacer US Cash Cows 100 ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | DFCF (Dimensional Core Fixed Income ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | DFCF (Dimensional Core Fixed Income ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | DFCF (Dimensional Core Fixed Income ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | DFCF (Dimensional Core Fixed Income ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | DFCF (Dimensional Core Fixed Income ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | DFCF (Dimensional Core Fixed Income ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | DHR (Danaher Corp) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | DHR (Danaher Corp) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EAGG (iShares ESG Aware U.S. Aggregate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EAGG (iShares ESG Aware U.S. Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EAGG (iShares ESG Aware U.S. Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EAGG (iShares ESG Aware U.S. Aggregate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EAGG (iShares ESG Aware U.S. Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EAGG (iShares ESG Aware U.S. Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EMB (iShares J.P. Morgan USD Emerging Markets Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EMB (iShares J.P. Morgan USD Emerging Markets Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EMB (iShares J.P. Morgan USD Emerging Markets Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | EMB (iShares J.P. Morgan USD Emerging Markets Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | FBND (Fidelity Total Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | FBND (Fidelity Total Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | FBND (Fidelity Total Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | FBND (Fidelity Total Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | FBND (Fidelity Total Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | FBND (Fidelity Total Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GE (General Electric Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GE (General Electric Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GE (General Electric Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GE (General Electric Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GOVT (iShares U.S. Treasury Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GOVT (iShares U.S. Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GOVT (iShares U.S. Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GOVT (iShares U.S. Treasury Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GOVT (iShares U.S. Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | GOVT (iShares U.S. Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IAGG (iShares Core International Aggregate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IAGG (iShares Core International Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IAGG (iShares Core International Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IAGG (iShares Core International Aggregate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IAGG (iShares Core International Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IAGG (iShares Core International Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IBM (International Business Machines Corp) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IBM (International Business Machines Corp) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IBM (International Business Machines Corp) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IBM (International Business Machines Corp) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IEF (iShares 7-10 Year Treasury Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IEF (iShares 7-10 Year Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IEF (iShares 7-10 Year Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IEF (iShares 7-10 Year Treasury Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IEF (iShares 7-10 Year Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IEF (iShares 7-10 Year Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JCPB (J.P. Morgan Core Plus Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JCPB (J.P. Morgan Core Plus Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JCPB (J.P. Morgan Core Plus Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JCPB (J.P. Morgan Core Plus Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JCPB (J.P. Morgan Core Plus Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JCPB (J.P. Morgan Core Plus Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JMUB (J.P. Morgan Municipal ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JMUB (J.P. Morgan Municipal ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JMUB (J.P. Morgan Municipal ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | JMUB (J.P. Morgan Municipal ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | MBB (iShares MBS ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | MBB (iShares MBS ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | MUB (iShares National Muni Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | MUB (iShares National Muni Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | MUB (iShares National Muni Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | MUB (iShares National Muni Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | NOW (ServiceNow Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | NOW (ServiceNow Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2025-09-09 | Pending Sell | PEP (PepsiCo Inc) | Investing | Moving Average (50/200) | Individual Stocks ⚠️ | 100% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHI (Schwab 5-10 Year Corporate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHI (Schwab 5-10 Year Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHI (Schwab 5-10 Year Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHI (Schwab 5-10 Year Corporate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHI (Schwab 5-10 Year Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHI (Schwab 5-10 Year Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHP (Schwab U.S. TIPS ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHP (Schwab U.S. TIPS ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHP (Schwab U.S. TIPS ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHP (Schwab U.S. TIPS ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHP (Schwab U.S. TIPS ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHP (Schwab U.S. TIPS ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHZ (Schwab U.S. Aggregate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHZ (Schwab U.S. Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHZ (Schwab U.S. Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHZ (Schwab U.S. Aggregate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHZ (Schwab U.S. Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SCHZ (Schwab U.S. Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SHOP (Shopify Inc - Class A) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SHOP (Shopify Inc - Class A) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPAB (SPDR Portfolio Aggregate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPAB (SPDR Portfolio Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPAB (SPDR Portfolio Aggregate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPAB (SPDR Portfolio Aggregate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPAB (SPDR Portfolio Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPAB (SPDR Portfolio Aggregate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SPTL (SPDR Portfolio Long Term Treasury ETF) | Investing | Excess Return SMA | Bond ETFs | 100% |
| 2026-05-30 | 2026-04-27 | Pending Sell | STIP (iShares 0-5 Year TIPS Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-04-27 | Pending Sell | STIP (iShares 0-5 Year TIPS Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | SUB (iShares Short-term National Muni Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLH (iShares 10-20 Year Treasury Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLH (iShares 10-20 Year Treasury Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLH (iShares 10-20 Year Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLH (iShares 10-20 Year Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLH (iShares 10-20 Year Treasury Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLH (iShares 10-20 Year Treasury Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLH (iShares 10-20 Year Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLH (iShares 10-20 Year Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLH (iShares 10-20 Year Treasury Bond ETF) | Investing | Excess Return SMA | Bond ETFs | 100% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | TLT (iShares 20+ Year Treasury Bond ETF) | Investing | Excess Return SMA | Bond ETFs | 100% |
| 2026-05-30 | 2026-05-30 | Pending Buy | USIG (iShares Broad USD Investment Grade Corporate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | USIG (iShares Broad USD Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | USIG (iShares Broad USD Investment Grade Corporate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | USIG (iShares Broad USD Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | USMV (iShares MSCI USA Min Vol Factor ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | USMV (iShares MSCI USA Min Vol Factor ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCIT (Vanguard Intermediate-term Corporate Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCIT (Vanguard Intermediate-term Corporate Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCIT (Vanguard Intermediate-term Corporate Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCIT (Vanguard Intermediate-term Corporate Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCIT (Vanguard Intermediate-term Corporate Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCIT (Vanguard Intermediate-term Corporate Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCLT (Vanguard Long-term Corporate Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCLT (Vanguard Long-term Corporate Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCLT (Vanguard Long-term Corporate Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCLT (Vanguard Long-term Corporate Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VCLT (Vanguard Long-term Corporate Bond Index Fund ETF) | Investing | Moving Average (50/200) | Bond ETFs | 100% |
| 2026-05-30 | 2025-05-01 | Pending Sell | VGK (Vanguard European Stock Index Fund ETF) | Investing | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGK (Vanguard European Stock Index Fund ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-30 | 2025-05-01 | Pending Sell | VGK (Vanguard European Stock Index Fund ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-30 | 2025-05-01 | Pending Sell | VGK (Vanguard European Stock Index Fund ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGK (Vanguard European Stock Index Fund ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-30 | 2025-05-01 | Pending Sell | VGK (Vanguard European Stock Index Fund ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VGLT (Vanguard Long-term Treasury Index Fund ETF) | Investing | Excess Return SMA | Bond ETFs | 100% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VTEB (Vanguard Tax-exempt Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VTEB (Vanguard Tax-exempt Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VTEB (Vanguard Tax-exempt Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VTEB (Vanguard Tax-exempt Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-04-27 | Pending Sell | VTIP (Vanguard Short-term Inflation-protected Securities Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-04-27 | Pending Sell | VTIP (Vanguard Short-term Inflation-protected Securities Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VWOB (Vanguard Emerging Markets Government Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VWOB (Vanguard Emerging Markets Government Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VWOB (Vanguard Emerging Markets Government Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2026-05-30 | Pending Buy | VWOB (Vanguard Emerging Markets Government Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-30 | 2025-04-01 | Pending Sell | WMT (Walmart Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-30 | 2025-04-01 | Pending Sell | WMT (Walmart Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | AMGN (Amgen Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | AMGN (Amgen Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-04-10 | Sell | BA (Boeing Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-04-10 | Sell | BA (Boeing Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | COST (Costco Wholesale Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | COST (Costco Wholesale Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | EFA (iShares MSCI Eafe ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-29 | 2026-05-29 | Buy | EFA (iShares MSCI Eafe ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-29 | 2023-12-20 | Sell | IAGG (iShares Core International Aggregate Bond ETF) | Investing | Excess Return SMA | Bond ETFs | 100% |
| 2026-05-29 | 2026-05-29 | Buy | IDEV (iShares Core MSCI International Developed Markets ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-29 | 2026-05-29 | Buy | IDEV (iShares Core MSCI International Developed Markets ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-29 | 2026-05-29 | Buy | IEFA (iShares Core MSCI Eafe ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-29 | 2026-05-29 | Buy | IEFA (iShares Core MSCI Eafe ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-29 | 2026-05-29 | Buy | NFLX (Netflix Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | NFLX (Netflix Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | QCOM (Qualcomm Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | QCOM (Qualcomm Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | SHOP (Shopify Inc - Class A) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | SHOP (Shopify Inc - Class A) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | SHOP (Shopify Inc - Class A) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | SHOP (Shopify Inc - Class A) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-29 | 2026-05-29 | Buy | SHOP (Shopify Inc - Class A) | Investing | Excess Return SMA | Individual Stocks ⚠️ | 100% |
| 2026-05-29 | 2026-04-10 | Sell | XLRE (The Real Estate Select Sector SPDR Fund) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-29 | 2026-04-10 | Sell | XLRE (The Real Estate Select Sector SPDR Fund) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-28 | 2026-04-23 | Sell | ADBE (Adobe Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-04-23 | Sell | ADBE (Adobe Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-02-26 | Sell | BCI (abrdn Bloomberg All Commodity Strategy K-1 Free ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-02-26 | Sell | BCI (abrdn Bloomberg All Commodity Strategy K-1 Free ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-02-26 | Sell | BCI (abrdn Bloomberg All Commodity Strategy K-1 Free ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-02-26 | Sell | BCI (abrdn Bloomberg All Commodity Strategy K-1 Free ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-05-22 | Sell | BSX (Boston Scientific Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-05-22 | Sell | BSX (Boston Scientific Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-02-02 | Sell | COMB (Graniteshares Bloomberg Commodity Broad Strategy No K-1 ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-02-02 | Sell | COMB (Graniteshares Bloomberg Commodity Broad Strategy No K-1 ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-02-02 | Sell | COMB (Graniteshares Bloomberg Commodity Broad Strategy No K-1 ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-02-02 | Sell | COMB (Graniteshares Bloomberg Commodity Broad Strategy No K-1 ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-05-12 | Sell | DJP (iPath Bloomberg Commodity Index Total Return ETN) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-05-12 | Sell | DJP (iPath Bloomberg Commodity Index Total Return ETN) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-05-12 | Sell | DJP (iPath Bloomberg Commodity Index Total Return ETN) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-05-12 | Sell | DJP (iPath Bloomberg Commodity Index Total Return ETN) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-05-28 | Buy | EFV (iShares MSCI Eafe Value ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-28 | 2026-05-28 | Buy | EFV (iShares MSCI Eafe Value ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-28 | 2026-04-16 | Sell | HGER (Harbor Commodity All-weather Strategy ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-04-16 | Sell | HGER (Harbor Commodity All-weather Strategy ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-04-16 | Sell | HGER (Harbor Commodity All-weather Strategy ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-04-16 | Sell | HGER (Harbor Commodity All-weather Strategy ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2025-09-16 | Sell | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-28 | 2025-09-16 | Sell | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-28 | 2026-05-28 | Buy | NFLX (Netflix Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-05-28 | Buy | NFLX (Netflix Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-04-16 | Sell | PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-04-16 | Sell | PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-04-16 | Sell | PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-04-16 | Sell | PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-28 | 2026-05-04 | Sell | PLTR (Palantir Technologies Inc - Class A) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-05-04 | Sell | PLTR (Palantir Technologies Inc - Class A) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-05-28 | Buy | RTX (RTX Corp) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-05-28 | Buy | RTX (RTX Corp) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2025-05-01 | Sell | SCHW (Charles Schwab Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-03-10 | Sell | SCHW (Charles Schwab Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2025-05-01 | Sell | SCHW (Charles Schwab Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-03-10 | Sell | SCHW (Charles Schwab Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-04-07 | Sell | SCHW (Charles Schwab Corp) | Investing | Excess Return SMA | Individual Stocks ⚠️ | 100% |
| 2026-05-28 | 2023-01-10 | Sell | SRLN (SPDR Blackstone Senior Loan ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-28 | 2023-01-10 | Sell | SRLN (SPDR Blackstone Senior Loan ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-28 | 2026-04-10 | Sell | VWO (Vanguard Emerging Markets Stock Index Fund ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-28 | 2026-04-10 | Sell | VWO (Vanguard Emerging Markets Stock Index Fund ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-28 | 2026-04-10 | Sell | WMT (Walmart Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-04-10 | Sell | WMT (Walmart Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-28 | 2026-05-12 | Sell | XLE (The Energy Select Sector SPDR Fund) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-28 | 2026-05-12 | Sell | XLE (The Energy Select Sector SPDR Fund) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-27 | 2026-05-27 | Buy | AAPL (Apple Inc.) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-27 | 2026-05-27 | Buy | AAPL (Apple Inc.) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-27 | 2026-05-27 | Buy | AMGN (Amgen Inc) | Investing | Excess Return SMA | Individual Stocks ⚠️ | 100% |
| 2026-05-27 | 2026-05-27 | Buy | AMGN (Amgen Inc) | Investing | Moving Average (50/200) | Individual Stocks ⚠️ | 100% |
| 2026-05-27 | 2026-03-18 | Sell | ISRG (Intuitive Surgical Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-27 | 2026-03-18 | Sell | ISRG (Intuitive Surgical Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-27 | 2026-05-27 | Buy | MCD (McDonald's Corp) | Investing | Excess Return SMA | Individual Stocks ⚠️ | 100% |
| 2026-05-27 | 2026-05-27 | Buy | SCHD (Schwab U.S. Dividend Equity ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-27 | 2026-05-27 | Buy | SCHD (Schwab U.S. Dividend Equity ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-27 | 2026-05-27 | Buy | SYK (Stryker Corp) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-27 | 2026-05-27 | Buy | SYK (Stryker Corp) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-27 | 2025-12-24 | Sell | VRTX (Vertex Pharmaceuticals Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-27 | 2025-12-24 | Sell | VRTX (Vertex Pharmaceuticals Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | AAPL (Apple Inc.) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | AAPL (Apple Inc.) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2025-07-15 | Sell | BSV (Vanguard Short-term Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2025-07-15 | Sell | BSV (Vanguard Short-term Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-04-21 | Sell | EMB (iShares J.P. Morgan USD Emerging Markets Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2026-04-21 | Sell | EMB (iShares J.P. Morgan USD Emerging Markets Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-04-15 | Sell | GE (General Electric Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-04-15 | Sell | GE (General Electric Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | GILD (Gilead Sciences Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | GILD (Gilead Sciences Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | HON (Honeywell International Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | HON (Honeywell International Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-19 | Sell | IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-19 | Sell | IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-26 | Buy | JNJ (Johnson & Johnson) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | JNJ (Johnson & Johnson) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2025-02-27 | Sell | JPIE (J.P. Morgan Income ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2025-02-24 | Sell | JPIE (J.P. Morgan Income ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2025-02-27 | Sell | JPIE (J.P. Morgan Income ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2025-02-24 | Sell | JPIE (J.P. Morgan Income ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-26 | Buy | KLAC (KLA Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | KLAC (KLA Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2025-04-14 | Sell | LMBS (First Trust Low Duration Opportunities ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2025-04-11 | Sell | LMBS (First Trust Low Duration Opportunities ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2025-04-14 | Sell | LMBS (First Trust Low Duration Opportunities ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2025-04-11 | Sell | LMBS (First Trust Low Duration Opportunities ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-18 | Sell | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-18 | Sell | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-26 | Buy | META (Meta Platforms Inc - Class A) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | META (Meta Platforms Inc - Class A) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-04-13 | Sell | NEE (NextEra Energy Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-04-13 | Sell | NEE (NextEra Energy Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | NFLX (Netflix Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-26 | Buy | NFLX (Netflix Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-04-24 | Sell | SCHP (Schwab U.S. TIPS ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2026-04-24 | Sell | SCHP (Schwab U.S. TIPS ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-26 | Buy | SHV (iShares Short Treasury Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-26 | Buy | SHV (iShares Short Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-26 | Buy | SHV (iShares Short Treasury Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-26 | Buy | SHV (iShares Short Treasury Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-26 | Buy | SHV (iShares Short Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-26 | Buy | SHV (iShares Short Treasury Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-04-09 | Sell | SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2026-04-09 | Sell | SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2026-05-12 | Sell | SPGI (S&P Global Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-05-12 | Sell | SPGI (S&P Global Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-04-24 | Sell | TIP (iShares TIPS Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-26 | 2026-04-24 | Sell | TIP (iShares TIPS Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-26 | 2025-12-23 | Sell | VRTX (Vertex Pharmaceuticals Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2025-12-23 | Sell | VRTX (Vertex Pharmaceuticals Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-26 | 2026-04-10 | Sell | XLI (The Industrial Select Sector SPDR Fund) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-26 | 2026-04-10 | Sell | XLI (The Industrial Select Sector SPDR Fund) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-26 | 2026-04-14 | Sell | XLY (The Consumer Discretionary Select Sector SPDR Fund) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-26 | 2026-04-14 | Sell | XLY (The Consumer Discretionary Select Sector SPDR Fund) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-22 | 2026-05-22 | Buy | ABBV (AbbVie Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | ABBV (AbbVie Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | BKNG (Booking Holdings Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | BKNG (Booking Holdings Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | BSX (Boston Scientific Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | BSX (Boston Scientific Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-01-30 | Sell | DE (Deere & Company) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-04-08 | Sell | DE (Deere & Company) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-01-29 | Sell | DE (Deere & Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-01-30 | Sell | DE (Deere & Company) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-04-08 | Sell | DE (Deere & Company) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-01-29 | Sell | DE (Deere & Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-04-10 | Sell | DE (Deere & Company) | Investing | Excess Return SMA | Individual Stocks ⚠️ | 100% |
| 2026-05-22 | 2026-04-10 | Sell | DE (Deere & Company) | Investing | Moving Average (50/200) | Individual Stocks ⚠️ | 100% |
| 2026-05-22 | 2026-04-15 | Sell | GE (General Electric Company) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-04-15 | Sell | GE (General Electric Company) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2025-04-01 | Sell | IEF (iShares 7-10 Year Treasury Bond ETF) | Investing | Moving Average (50/200) | Bond ETFs | 100% |
| 2026-05-22 | 2026-04-07 | Sell | IJR (iShares Core S&P Small-Cap ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-22 | 2026-04-07 | Sell | IJR (iShares Core S&P Small-Cap ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-22 | 2026-04-30 | Sell | INTU (Intuit Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-04-30 | Sell | INTU (Intuit Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2025-05-01 | Sell | JEPI (J.P. Morgan Equity Premium Income ETF) | Investing | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-22 | 2025-05-01 | Sell | JEPI (J.P. Morgan Equity Premium Income ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-22 | 2025-05-01 | Sell | JEPI (J.P. Morgan Equity Premium Income ETF) | Investing | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-22 | 2025-05-01 | Sell | JEPI (J.P. Morgan Equity Premium Income ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-22 | 2026-04-09 | Sell | JNK (SPDR Bloomberg High Yield Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-22 | 2026-04-09 | Sell | JNK (SPDR Bloomberg High Yield Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-22 | 2026-05-22 | Buy | LLY (Eli Lilly & Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | LLY (Eli Lilly & Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | LLY (Eli Lilly & Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | LLY (Eli Lilly & Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | MRK (Merck & Co Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | MRK (Merck & Co Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | ORCL (Oracle Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | ORCL (Oracle Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-22 | 2026-05-22 | Buy | SCCO (Southern Copper Corporation) | Investing | Excess Return SMA | Individual Stocks ⚠️ | 100% |
| 2026-05-22 | 2026-05-22 | Buy | SCCO (Southern Copper Corporation) | Investing | Moving Average (50/200) | Individual Stocks ⚠️ | 100% |
| 2026-05-22 | 2026-04-17 | Sell | SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-22 | 2026-04-17 | Sell | SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-22 | 2026-04-20 | Sell | SPHY (SPDR Portfolio High Yield Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-22 | 2026-04-20 | Sell | SPHY (SPDR Portfolio High Yield Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-22 | 2026-05-22 | Buy | VHT (Vanguard Health Care Index Fund ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-22 | 2026-05-22 | Buy | VHT (Vanguard Health Care Index Fund ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-22 | 2026-05-22 | Buy | VRTX (Vertex Pharmaceuticals Inc) | Investing | Moving Average (50/200) | Individual Stocks ⚠️ | 100% |
| 2026-05-22 | 2026-04-22 | Sell | VWOB (Vanguard Emerging Markets Government Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-22 | 2026-04-22 | Sell | VWOB (Vanguard Emerging Markets Government Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-22 | 2026-05-22 | Buy | XLV (The Health Care Select Sector SPDR Fund) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-22 | 2026-05-22 | Buy | XLV (The Health Care Select Sector SPDR Fund) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-21 | 2026-05-21 | Buy | BA (Boeing Company) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | BA (Boeing Company) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2025-10-29 | Sell | BLV (Vanguard Long-term Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-21 | 2025-10-29 | Sell | BLV (Vanguard Long-term Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-21 | 2026-04-08 | Sell | BSCR (Invesco Bulletshares 2027 Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-21 | 2026-04-08 | Sell | BSCR (Invesco Bulletshares 2027 Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-21 | 2026-05-21 | Buy | COST (Costco Wholesale Corp) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | COST (Costco Wholesale Corp) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-30 | Sell | CRM (Salesforce Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-30 | Sell | CRM (Salesforce Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-02 | Sell | ETN (Eaton Corporation Plc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-02 | Sell | ETN (Eaton Corporation Plc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | GLTR (abrdn Physical Precious Metals Basket Shares ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | GLTR (abrdn Physical Precious Metals Basket Shares ETF) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | GLTR (abrdn Physical Precious Metals Basket Shares ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | GLTR (abrdn Physical Precious Metals Basket Shares ETF) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-21 | 2026-04-09 | Sell | HYG (iShares iBoxx $ High Yield Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-21 | 2026-04-09 | Sell | HYG (iShares iBoxx $ High Yield Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-21 | 2026-05-21 | Buy | IAU (iShares Gold Trust) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | IAU (iShares Gold Trust) | Investing | Excess Return MMA CA | Commodity ETFs ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | IAU (iShares Gold Trust) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | IAU (iShares Gold Trust) | Investing | Excess Return MMA | Commodity ETFs ⚠️ | 33% |
| 2026-05-21 | 2025-05-01 | Sell | IEF (iShares 7-10 Year Treasury Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-21 | 2025-05-01 | Sell | IEF (iShares 7-10 Year Treasury Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-21 | 2026-04-27 | Sell | JMUB (J.P. Morgan Municipal ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-21 | 2026-04-27 | Sell | JMUB (J.P. Morgan Municipal ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-21 | 2026-05-21 | Buy | KO (Coca-Cola Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | KO (Coca-Cola Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-13 | Sell | LOW (Lowe's Cos. Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-13 | Sell | LOW (Lowe's Cos. Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-13 | Sell | LOW (Lowe's Cos. Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-13 | Sell | LOW (Lowe's Cos. Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-24 | Sell | PG (Procter & Gamble Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-04-24 | Sell | PG (Procter & Gamble Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SCCO (Southern Copper Corporation) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SCCO (Southern Copper Corporation) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SPOT (Spotify Technology S.A.) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SPOT (Spotify Technology S.A.) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SPOT (Spotify Technology S.A.) | Investing | Excess Return SMA | Individual Stocks ⚠️ | 100% |
| 2026-05-21 | 2026-05-21 | Buy | SYK (Stryker Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SYK (Stryker Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SYK (Stryker Corp) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SYK (Stryker Corp) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SYK (Stryker Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SYK (Stryker Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SYK (Stryker Corp) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SYK (Stryker Corp) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-21 | 2026-05-21 | Buy | SYK (Stryker Corp) | Investing | Moving Average (50/200) | Individual Stocks ⚠️ | 100% |
| 2026-05-21 | 2025-11-07 | Sell | TLH (iShares 10-20 Year Treasury Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-21 | 2025-11-07 | Sell | TLH (iShares 10-20 Year Treasury Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-21 | 2026-04-09 | Sell | USHY (iShares Broad USD High Yield Corporate Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-21 | 2026-04-09 | Sell | USHY (iShares Broad USD High Yield Corporate Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-21 | 2025-10-10 | Sell | VCLT (Vanguard Long-term Corporate Bond Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-21 | 2025-10-10 | Sell | VCLT (Vanguard Long-term Corporate Bond Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2026-02-25 | Sell | AMD (Advanced Micro Devices Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-02-25 | Sell | AMD (Advanced Micro Devices Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-01 | Sell | AVUV (Avantis U.S. Small Cap Value ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-20 | 2026-04-01 | Sell | AVUV (Avantis U.S. Small Cap Value ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-20 | 2026-05-15 | Sell | COP (Conoco Phillips) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-15 | Sell | COP (Conoco Phillips) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2025-04-21 | Sell | EMLC (VanEck J.P. Morgan EM Local Currency Bond ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2026-04-15 | Sell | EMLC (VanEck J.P. Morgan EM Local Currency Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2025-04-17 | Sell | EMLC (VanEck J.P. Morgan EM Local Currency Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2025-04-21 | Sell | EMLC (VanEck J.P. Morgan EM Local Currency Bond ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2026-04-15 | Sell | EMLC (VanEck J.P. Morgan EM Local Currency Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2025-04-17 | Sell | EMLC (VanEck J.P. Morgan EM Local Currency Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2025-08-28 | Sell | FSEC (Fidelity Investment Grade Securitized ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2025-08-28 | Sell | FSEC (Fidelity Investment Grade Securitized ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2025-08-28 | Sell | FSEC (Fidelity Investment Grade Securitized ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2025-08-28 | Sell | FSEC (Fidelity Investment Grade Securitized ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2026-03-11 | Sell | IBM (International Business Machines Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-03-11 | Sell | IBM (International Business Machines Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-20 | Buy | JMUB (J.P. Morgan Municipal ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2026-05-20 | Buy | JMUB (J.P. Morgan Municipal ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2026-04-09 | Sell | JPIE (J.P. Morgan Income ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2026-04-09 | Sell | JPIE (J.P. Morgan Income ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2026-05-20 | Buy | KO (Coca-Cola Company) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-20 | Buy | KO (Coca-Cola Company) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2025-06-26 | Sell | LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | Investing | Moving Average (50/200) | Bond ETFs | 100% |
| 2026-05-20 | 2026-05-20 | Buy | MCD (McDonald's Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-20 | Buy | MCD (McDonald's Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-20 | Sell | MSFT (Microsoft Corporation) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-20 | Sell | MSFT (Microsoft Corporation) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-24 | Sell | MUB (iShares National Muni Bond ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2026-04-24 | Sell | MUB (iShares National Muni Bond ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2026-04-01 | Sell | MU (Micron Technology Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-01 | Sell | MU (Micron Technology Inc) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-01 | Sell | MU (Micron Technology Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-01 | Sell | MU (Micron Technology Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-01 | Sell | MU (Micron Technology Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-01 | Sell | MU (Micron Technology Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-01 | Sell | MU (Micron Technology Inc) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-01 | Sell | MU (Micron Technology Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-01 | Sell | MU (Micron Technology Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-01 | Sell | MU (Micron Technology Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-20 | Buy | NFLX (Netflix Inc) | Investing | Excess Return SMA | Individual Stocks ⚠️ | 100% |
| 2026-05-20 | 2026-04-27 | Sell | PGR (Progressive Corp) | Investing | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-27 | Sell | PGR (Progressive Corp) | Investing | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-20 | Buy | PM (Philip Morris International Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-20 | Buy | PM (Philip Morris International Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2025-06-27 | Sell | SCHR (Schwab Intermediate-term U.S. Treasury ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2025-06-27 | Sell | SCHR (Schwab Intermediate-term U.S. Treasury ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2026-04-08 | Sell | SOXX (iShares Semiconductor ETF) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-20 | 2026-04-08 | Sell | SOXX (iShares Semiconductor ETF) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-20 | 2025-06-27 | Sell | SPTI (SPDR Portfolio Intermediate Term Treasury ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2025-06-27 | Sell | SPTI (SPDR Portfolio Intermediate Term Treasury ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2026-05-15 | Sell | TMUS (T-Mobile US Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-05-15 | Sell | TMUS (T-Mobile US Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-10 | Sell | TQQQ (ProShares Ultrapro QQQ (3x Leveraged NASDAQ 100)) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-20 | 2026-04-10 | Sell | TQQQ (ProShares Ultrapro QQQ (3x Leveraged NASDAQ 100)) | Trading | Excess Return MMA | Stock ETFs | 33% |
| 2026-05-20 | 2026-04-23 | Sell | UBER (Uber Technologies Inc) | Trading | Excess Return MMA CA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2026-04-23 | Sell | UBER (Uber Technologies Inc) | Trading | Excess Return MMA | Individual Stocks ⚠️ | 33% |
| 2026-05-20 | 2025-06-27 | Sell | VGIT (Vanguard Intermediate-term Treasury Index Fund ETF) | Investing | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2025-06-27 | Sell | VGIT (Vanguard Intermediate-term Treasury Index Fund ETF) | Investing | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2025-10-09 | Sell | VHT (Vanguard Health Care Index Fund ETF) | Investing | Moving Average (50/200) | Stock ETFs | 100% |
| 2026-05-20 | 2026-04-24 | Sell | VTEB (Vanguard Tax-exempt Bond Index Fund ETF) | Trading | Excess Return MMA CA | Bond ETFs | 33% |
| 2026-05-20 | 2026-04-24 | Sell | VTEB (Vanguard Tax-exempt Bond Index Fund ETF) | Trading | Excess Return MMA | Bond ETFs | 33% |
| 2026-05-20 | 2026-05-20 | Buy | XLP (The Consumer Staples Select Sector SPDR Fund) | Trading | Excess Return MMA CA | Stock ETFs | 33% |
| 2026-05-20 | 2026-05-20 | Buy | XLP (The Consumer Staples Select Sector SPDR Fund) | Trading | Excess Return MMA | Stock ETFs | 33% |