Asset-level trend state

VAMS

Confirmed VAMS readings for the portfolio assets plus selected public equities. These are asset-level trend states, not allocation recommendations.

Snapshot

GeneratedSep 3, 2026, 5:45 PM CDT

Assets14

Sourcedashboard.json

VT

Total World Stock ETF

Bullish

z-score

-0.21 Neutral

Trend votes

5/5 Bullish

Price > 50dma

161.76 vs 158.07

Bullish

Price > 200dma

161.76 vs 148.67

Bullish

50dma > 200dma

158.07 vs 148.67

Bullish

3m return > 0

2.4%

Bullish

50dma rising

158.07 vs 157.08 10d ago

Bullish

Triggered rule

Bullish: trend confirmation

Price is above the 200dma, 3m return is positive, and at least 4 of 5 trend votes are bullish.

Next Bearish Trigger

Bearish trend breakdown

Price falls below the 200dma (161.76 vs 148.67; cushion about 8.1%); 3m return turns negative (2.4%); 50dma stops rising versus 10 trading days ago (158.07 vs 157.08 10d ago; cushion about 0.6%). Would trigger Bearish trend breakdown.

GLDM

SPDR Gold MiniShares

Bearish

z-score

-1.38 Bearish

Trend votes

2/5 Bearish

Price > 50dma

88.52 vs 83.71

Bullish

Price > 200dma

88.52 vs 89.47

Bearish

50dma > 200dma

83.71 vs 89.47

Bearish

3m return > 0

-0.2%

Bearish

50dma rising

83.71 vs 82.38 10d ago

Bullish

Triggered rule

Bearish: z-score and trend breakdown

z < -0.25 with 2 or fewer trend votes, and price < 200dma with negative 3m return and 2 or fewer trend votes.

Next Bullish Trigger

Bullish trend confirmation

Price moves above the 200dma (88.52 vs 89.47; needs about 1.1%); 3m return turns positive (-0.2%). Would trigger Bullish trend confirmation.

BTC

Bitcoin

Bullish

z-score

0.86 Bullish

Trend votes

4/5 Bullish

Price > 50dma

81,211.76 vs 68,457.41

Bullish

Price > 200dma

81,211.76 vs 69,567.90

Bullish

50dma > 200dma

68,457.41 vs 69,567.90

Bearish

3m return > 0

32.1%

Bullish

50dma rising

68,457.41 vs 65,463.01 10d ago

Bullish

Triggered rule

Bullish: z-score and trend confirmation

z > +0.25 with at least 3 trend votes, and price > 200dma with positive 3m return and at least 4 trend votes.

Next Bearish Trigger

Bearish trend breakdown

Price falls below the 200dma (81,211.76 vs 69,567.90; cushion about 14.3%); 3m return turns negative (32.1%). Would trigger Bearish trend breakdown.

AGG

iShares Core U.S. Aggregate Bond ETF

Bearish

z-score

-1.29 Bearish

Trend votes

0/5 Bearish

Price > 50dma

96.95 vs 97.29

Bearish

Price > 200dma

96.95 vs 97.48

Bearish

50dma > 200dma

97.29 vs 97.48

Bearish

3m return > 0

-0.7%

Bearish

50dma rising

97.29 vs 97.41 10d ago

Bearish

Triggered rule

Bearish: z-score and trend breakdown

z < -0.25 with 2 or fewer trend votes, and price < 200dma with negative 3m return and 2 or fewer trend votes.

Next Bullish Trigger

Bullish trend confirmation

Price moves above the 200dma (96.95 vs 97.48; needs about 0.6%); 3m return turns positive (-0.7%); 50dma starts rising versus 10 trading days ago (97.29 vs 97.41 10d ago); 50dma moves above the 200dma (97.29 vs 97.48; gap about 0.2%). Would trigger Bullish trend confirmation.

TLT

iShares 20+ Year Treasury Bond ETF

Bearish

z-score

-0.97 Bearish

Trend votes

0/5 Bearish

Price > 50dma

82.07 vs 83.01

Bearish

Price > 200dma

82.07 vs 84.61

Bearish

50dma > 200dma

83.01 vs 84.61

Bearish

3m return > 0

-2.9%

Bearish

50dma rising

83.01 vs 83.57 10d ago

Bearish

Triggered rule

Bearish: z-score and trend breakdown

z < -0.25 with 2 or fewer trend votes, and price < 200dma with negative 3m return and 2 or fewer trend votes.

Next Bullish Trigger

Bullish trend confirmation

Price moves above the 200dma (82.07 vs 84.61; needs about 3.1%); 3m return turns positive (-2.9%); 50dma starts rising versus 10 trading days ago (83.01 vs 83.57 10d ago); Price moves above the 50dma (82.07 vs 83.01; needs about 1.1%). Would trigger Bullish trend confirmation.

BRK.B

Berkshire Hathaway

Bullish

z-score

-0.59 Bearish

Trend votes

5/5 Bullish

Price > 50dma

508.13 vs 502.78

Bullish

Price > 200dma

508.13 vs 492.40

Bullish

50dma > 200dma

502.78 vs 492.40

Bullish

3m return > 0

6.2%

Bullish

50dma rising

502.78 vs 500.15 10d ago

Bullish

Triggered rule

Bullish: trend confirmation

Price is above the 200dma, 3m return is positive, and at least 4 of 5 trend votes are bullish.

Next Bearish Trigger

Bearish z-score + weak trend breadth

50dma stops rising versus 10 trading days ago (502.78 vs 500.15 10d ago; cushion about 0.5%); Price falls below the 50dma (508.13 vs 502.78; cushion about 1.1%); 50dma falls below the 200dma (502.78 vs 492.40; cushion about 2.1%). Would trigger Bearish z-score + weak trend breadth.

AMZN

Amazon

Bullish

z-score

-0.55 Bearish

Trend votes

5/5 Bullish

Price > 50dma

258.90 vs 253.32

Bullish

Price > 200dma

258.90 vs 238.99

Bullish

50dma > 200dma

253.32 vs 238.99

Bullish

3m return > 0

2.0%

Bullish

50dma rising

253.32 vs 249.32 10d ago

Bullish

Triggered rule

Bullish: trend confirmation

Price is above the 200dma, 3m return is positive, and at least 4 of 5 trend votes are bullish.

Next Bearish Trigger

Bearish z-score + weak trend breadth

50dma stops rising versus 10 trading days ago (253.32 vs 249.32 10d ago; cushion about 1.6%); 3m return turns negative (2.0%); Price falls below the 50dma (258.90 vs 253.32; cushion about 2.2%). Would trigger Bearish z-score + weak trend breadth.

AAPL

Apple

Bullish

z-score

0.37 Bullish

Trend votes

5/5 Bullish

Price > 50dma

328.21 vs 314.25

Bullish

Price > 200dma

328.21 vs 283.61

Bullish

50dma > 200dma

314.25 vs 283.61

Bullish

3m return > 0

5.5%

Bullish

50dma rising

314.25 vs 309.85 10d ago

Bullish

Triggered rule

Bullish: z-score and trend confirmation

z > +0.25 with at least 3 trend votes, and price > 200dma with positive 3m return and at least 4 trend votes.

Next Bearish Trigger

Bearish trend breakdown

Price falls below the 200dma (328.21 vs 283.61; cushion about 13.6%); 3m return turns negative (5.5%); 50dma stops rising versus 10 trading days ago (314.25 vs 309.85 10d ago; cushion about 1.4%). Would trigger Bearish trend breakdown.

TSLA

Tesla

Bearish

z-score

-0.40 Bearish

Trend votes

1/5 Bearish

Price > 50dma

376.36 vs 358.37

Bullish

Price > 200dma

376.36 vs 399.83

Bearish

50dma > 200dma

358.37 vs 399.83

Bearish

3m return > 0

-10.1%

Bearish

50dma rising

358.37 vs 366.23 10d ago

Bearish

Triggered rule

Bearish: z-score and trend breakdown

z < -0.25 with 2 or fewer trend votes, and price < 200dma with negative 3m return and 2 or fewer trend votes.

Next Bullish Trigger

Bullish trend confirmation

Price moves above the 200dma (376.36 vs 399.83; needs about 6.2%); 3m return turns positive (-10.1%); 50dma starts rising versus 10 trading days ago (358.37 vs 366.23 10d ago). Would trigger Bullish trend confirmation.

MSFT

Microsoft

Bullish

z-score

0.10 Neutral

Trend votes

5/5 Bullish

Price > 50dma

510.12 vs 441.23

Bullish

Price > 200dma

510.12 vs 431.09

Bullish

50dma > 200dma

441.23 vs 431.09

Bullish

3m return > 0

19.2%

Bullish

50dma rising

441.23 vs 418.13 10d ago

Bullish

Triggered rule

Bullish: trend confirmation

Price is above the 200dma, 3m return is positive, and at least 4 of 5 trend votes are bullish.

Next Bearish Trigger

Bearish trend breakdown

Price falls below the 200dma (510.12 vs 431.09; cushion about 15.5%); 3m return turns negative (19.2%); 50dma falls below the 200dma (441.23 vs 431.09; cushion about 2.3%). Would trigger Bearish trend breakdown.

NVDA

NVIDIA

Bullish

z-score

-0.66 Bearish

Trend votes

5/5 Bullish

Price > 50dma

228.45 vs 209.87

Bullish

Price > 200dma

228.45 vs 196.46

Bullish

50dma > 200dma

209.87 vs 196.46

Bullish

3m return > 0

4.5%

Bullish

50dma rising

209.87 vs 207.29 10d ago

Bullish

Triggered rule

Bullish: trend confirmation

Price is above the 200dma, 3m return is positive, and at least 4 of 5 trend votes are bullish.

Next Bearish Trigger

Bearish z-score + weak trend breadth

50dma stops rising versus 10 trading days ago (209.87 vs 207.29 10d ago; cushion about 1.2%); 3m return turns negative (4.5%); 50dma falls below the 200dma (209.87 vs 196.46; cushion about 6.4%). Would trigger Bearish z-score + weak trend breadth.

GOOG

Alphabet

Bearish

z-score

-0.87 Bearish

Trend votes

2/5 Bearish

Price > 50dma

339.08 vs 346.67

Bearish

Price > 200dma

339.08 vs 334.54

Bullish

50dma > 200dma

346.67 vs 334.54

Bullish

3m return > 0

-8.2%

Bearish

50dma rising

346.67 vs 350.39 10d ago

Bearish

Triggered rule

Bearish: z-score + weak trend breadth

z < -0.25 and 2 or fewer of 5 trend votes are bullish.

Next Bullish Trigger

Bullish trend confirmation

3m return turns positive (-8.2%); 50dma starts rising versus 10 trading days ago (346.67 vs 350.39 10d ago). Would trigger Bullish trend confirmation.

JPM

JPMorgan Chase

Bullish

z-score

0.39 Bullish

Trend votes

5/5 Bullish

Price > 50dma

362.06 vs 349.30

Bullish

Price > 200dma

362.06 vs 318.05

Bullish

50dma > 200dma

349.30 vs 318.05

Bullish

3m return > 0

16.5%

Bullish

50dma rising

349.30 vs 343.09 10d ago

Bullish

Triggered rule

Bullish: z-score and trend confirmation

z > +0.25 with at least 3 trend votes, and price > 200dma with positive 3m return and at least 4 trend votes.

Next Bearish Trigger

Bearish trend breakdown

Price falls below the 200dma (362.06 vs 318.05; cushion about 12.2%); 3m return turns negative (16.5%); 50dma stops rising versus 10 trading days ago (349.30 vs 343.09 10d ago; cushion about 1.8%). Would trigger Bearish trend breakdown.

LMT

Lockheed Martin

Bearish

z-score

-0.51 Bearish

Trend votes

2/5 Bearish

Price > 50dma

532.95 vs 554.52

Bearish

Price > 200dma

532.95 vs 556.59

Bearish

50dma > 200dma

554.52 vs 556.59

Bearish

3m return > 0

2.7%

Bullish

50dma rising

554.52 vs 547.78 10d ago

Bullish

Triggered rule

Bearish: z-score + weak trend breadth

z < -0.25 and 2 or fewer of 5 trend votes are bullish.

Next Bullish Trigger

Bullish trend confirmation

Price moves above the 200dma (532.95 vs 556.59; needs about 4.4%); 50dma moves above the 200dma (554.52 vs 556.59; gap about 0.4%). Would trigger Bullish trend confirmation.