episode_id
string | client_id
string | as_of_date
string | account_type
string | base_currency
string | nav_usd
int64 | cash_pct
float64 | gross_exposure_x
float64 | net_exposure_pct
float64 | sector_risk_contrib_pct
string | factor_risk_contrib_pct
string | top_positions_pct
string | drift_vs_policy_pct
float64 | var_95_bps
int64 | stress_dd_20d_pct
float64 | regime
string | vix
float64 | rates_10y_pct
float64 | inflation_yoy_pct
float64 | credit_spread_ig_bps
int64 | alpha_est_bps
int64 | alpha_ci95_bps
string | signal_strength_1_100
int64 | model_calibration_mse_90d
float64 | drift_breach_flag
bool | var_breach_flag
bool | policy_constraints
string | hard_limits_hit
string | soft_limits_near
string | action_type
string | action_payload
string | expected_alpha_bps
int64 | expected_risk_delta_bps
int64 | expected_cost_bps
int64 | hedge_greeks
string | venue
string | order_type
string | fill_ratio_pct
int64 | slippage_bps
int64 | implementation_shortfall_bps
int64 | pnl_7d_bps
int64 | pnl_30d_bps
int64 | var_change_7d_bps
int64 | tracking_error_change_30d_bps
int64 | self_correction_trigger
string | self_correction_action
string | self_correction_reason
string | post_correction_var_bps
int64 | post_correction_drift_pct
float64 | advisor_review
string | user_feedback_1_5
int64 | audit_notes
string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
E0201
|
P9147
|
2025-09-22
|
401k
|
USD
| 1,507,976
| 3.8
| 1
| 45.2
|
Comm:29.3;Health:34.8;RealEstate:35.9
|
Value:26.6;Growth:10.4;Quality:8.9;Size:12.0;Momentum:17.4;LowVol:24.7
|
AMZN:14.4;BRK.B:19.5;AAPL:14.9;BND:51.1
| 3.1
| 160
| 18.6
|
Volatile
| 30.3
| 4.65
| 2
| 133
| 4
|
-7:28
| 65
| 0.0174
| false
| false
|
MaxPos8%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 6
| -31
| 9
| null |
BrokerA
|
LMT
| 91
| 10
| 17
| -54
| 61
| -39
| -3
| null | null |
Normal monitoring
| 150
| 2.1
|
Approved
| 3
|
Monitor dispersion and breadth
|
E0202
|
P7230
|
2025-02-28
|
401k
|
USD
| 547,652
| 8.8
| 1
| 74.7
|
Utilities:26.7;RealEstate:35.4;Energy:38.0
|
Value:22.1;Growth:13.9;Quality:24.2;Size:16.8;Momentum:13.2;LowVol:9.8
|
QQQ:31.7;BRK.B:18.8;MSFT:35.0;AAPL:14.6
| 2.9
| 153
| 10.9
|
Volatile
| 27
| 4.55
| 2.2
| 150
| -53
|
-85:-31
| 18
| 0.0102
| false
| false
|
ESGOnly;NoMargin
| null |
VarNear
|
NoAction
|
Within policy bands; defer
| 26
| 6
| 9
| null |
BrokerD
|
MKT
| 0
| 0
| 0
| -29
| 43
| -21
| 1
| null | null |
Normal monitoring
| 97
| 1.2
|
Approved
| 4
|
Monitor dispersion and breadth
|
E0203
|
P4166
|
2025-03-07
|
Taxable
|
USD
| 1,596,239
| 7.7
| 1
| 52.3
|
Consumer:40.5;Tech:15.1;Health:25.2;Utilities:19.3
|
Value:20.8;Growth:9.7;Quality:10.7;Size:20.2;Momentum:17.9;LowVol:20.8
|
MUB:44.3;HYG:34.2;BRK.B:21.4
| 2.4
| 125
| 20.7
|
Bull
| 14.2
| 4.67
| 2.9
| 92
| 18
|
-14:49
| 75
| 0.0094
| false
| false
|
MaxPos8%;MaxSector25%
| null | null |
Sell
|
Trim extended winner -1.0%
| 31
| 12
| 9
| null |
BrokerB
|
LMT
| 94
| 2
| 6
| 69
| 45
| -3
| 4
| null | null |
Normal monitoring
| 182
| 3.5
|
Approved
| 4
|
Tax-aware sells next window
|
E0204
|
P6929
|
2025-06-16
|
Roth
|
USD
| 1,483,604
| 8.3
| 1
| 70
|
Consumer:33.8;Utilities:12.2;Health:26.7;RealEstate:14.0;Financials:13.2
|
Value:18.4;Growth:14.5;Quality:10.7;Size:15.0;Momentum:21.3;LowVol:20.2
|
AMZN:19.4;HYG:52.4;MSFT:28.2
| 5.6
| 177
| 20.5
|
Sideways
| 14.8
| 4.26
| 2.8
| 96
| 45
|
11:82
| 70
| 0.0093
| false
| false
| null | null |
DriftNear
|
Sell
|
Trim extended winner -1.0%
| -9
| 1
| 7
| null |
BrokerD
|
MKT
| 100
| 11
| 11
| -2
| -30
| 13
| 3
| null | null |
Normal monitoring
| 109
| 1.3
|
Approved
| 5
|
Tax-aware sells next window
|
E0205
|
P6163
|
2024-08-27
|
IRA
|
USD
| 416,228
| 6.8
| 1
| 40.9
|
Comm:23.9;Tech:27.9;Financials:11.0;Materials:37.2
|
Value:16.9;Growth:8.9;Quality:20.1;Size:19.2;Momentum:10.4;LowVol:24.5
|
GLD:44.1;AAPL:37.4;MUB:18.5
| 1.9
| 162
| 11.3
|
Bull
| 16.7
| 3.59
| 2.2
| 85
| 24
|
5:60
| 73
| 0.0084
| false
| false
|
MaxPos5%;NoMargin
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -7
| -12
| 4
| null |
BrokerC
|
MKT
| 94
| 8
| 11
| 89
| 82
| -51
| -2
| null | null |
Normal monitoring
| 157
| 3.7
|
Approved
| 3
|
Increase defensive factor exposure
|
E0206
|
P4501
|
2025-11-18
|
IRA
|
USD
| 1,157,749
| 8.3
| 1
| 66.8
|
RealEstate:41.9;Health:39.4;Comm:18.7
|
Value:22.6;Growth:22.1;Quality:16.2;Size:13.3;Momentum:9.2;LowVol:16.7
|
VTI:30.3;AMZN:29.6;VNQ:40.1
| 5.7
| 212
| 20
|
Bull
| 16.4
| 4.66
| 3.2
| 86
| 77
|
41:92
| 100
| 0.0056
| false
| true
| null | null |
DriftNear;VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| -13
| -10
| 12
|
Delta:-0.23;Vega:0.07
|
BrokerD
|
VWAP
| 94
| 5
| 2
| 18
| 156
| 10
| 28
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 114
| 0.8
|
Approved
| 4
|
Tax-aware sells next window
|
E0207
|
P7110
|
2025-10-27
|
Trust
|
USD
| 161,321
| 5.4
| 1
| 45.3
|
Industrials:29.9;Health:28.6;Financials:41.5
|
Value:8.9;Growth:17.4;Quality:23.3;Size:11.1;Momentum:9.4;LowVol:29.8
|
MSFT:35.7;IEF:16.3;BND:11.1;GLD:36.9
| 2.1
| 162
| 11.1
|
Bull
| 11.2
| 3.58
| 2.7
| 95
| 32
|
-4:58
| 66
| 0.0109
| false
| false
|
MaxSector25%;NoMargin
| null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| 26
| -36
| 1
| null |
BrokerD
|
VWAP
| 93
| 3
| 2
| 48
| 87
| 17
| 30
| null | null |
Normal monitoring
| 108
| 1.6
|
Approved
| 4
|
Tighten stops on momentum names
|
E0208
|
P9450
|
2024-09-23
|
IRA
|
USD
| 948,921
| 5.2
| 1
| 39
|
Comm:13.1;Materials:21.2;RealEstate:25.0;Health:14.6;Financials:26.1
|
Value:25.9;Growth:17.3;Quality:25.4;Size:9.3;Momentum:9.6;LowVol:12.4
|
VNQ:39.6;GLD:37.0;AMZN:23.4
| 5.7
| 129
| 19.6
|
Bull
| 15.4
| 4.74
| 3.1
| 92
| 34
|
14:77
| 83
| 0.0085
| false
| false
|
MaxSector35%
| null |
DriftNear
|
Sell
|
Trim extended winner -1.0%
| 25
| 14
| 10
| null |
BrokerB
|
MKT
| 88
| 10
| 9
| 87
| 66
| 17
| -25
| null | null |
Normal monitoring
| 163
| 1.2
|
Approved
| 3
|
Increase defensive factor exposure
|
E0209
|
P5072
|
2024-09-12
|
401k
|
USD
| 1,353,941
| 8.5
| 1
| 49.8
|
Tech:26.7;Utilities:20.6;Health:21.1;Industrials:31.6
|
Value:8.5;Growth:8.6;Quality:23.1;Size:21.5;Momentum:22.2;LowVol:16.1
|
BRK.B:29.7;VNQ:38.8;TLT:31.5
| 4.6
| 224
| 20.7
|
Volatile
| 30.8
| 5.46
| 2.5
| 122
| 67
|
45:107
| 87
| 0.0171
| false
| true
|
ESGOnly
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 5
| -38
| 4
| null |
BrokerA
|
LMT
| 98
| 6
| 3
| 36
| 134
| -27
| 36
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 165
| 2.6
| null | 4
|
Increase defensive factor exposure
|
E0210
|
P6731
|
2025-07-01
|
IRA
|
USD
| 933,281
| 5.1
| 1.06
| 52.5
|
Tech:13.7;Industrials:28.9;Health:11.8;Consumer:17.0;Comm:28.5
|
Value:20.7;Growth:12.3;Quality:18.3;Size:17.3;Momentum:17.9;LowVol:13.5
|
AAPL:27.4;XLF:25.1;TSLA:7.0;MUB:12.8;BND:27.8
| 3.7
| 202
| 26.3
|
Volatile
| 31.2
| 4.07
| 2.9
| 113
| 79
|
46:130
| 100
| 0.013
| false
| true
|
MaxSector35%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 2
| -30
| 1
| null |
BrokerD
|
VWAP
| 100
| 2
| 9
| -27
| -28
| -3
| 21
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 101
| 2.7
|
Approved
| 4
|
Tighten stops on momentum names
|
E0211
|
P7690
|
2025-10-28
|
Trust
|
USD
| 630,825
| 9.2
| 1
| 71.5
|
RealEstate:37.9;Industrials:19.6;Comm:12.1;Utilities:30.4
|
Value:18.2;Growth:13.1;Quality:30.2;Size:10.9;Momentum:18.2;LowVol:9.4
|
TLT:19.6;MSFT:7.0;VTI:21.4;IEF:23.3;BND:19.3;AMZN:9.3
| 3.8
| 210
| 17.4
|
Bear
| 34.1
| 3.48
| 1
| 141
| -72
|
-91:-39
| 11
| 0.0192
| false
| true
| null | null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 19
| -9
| 10
|
Delta:-0.22;Vega:0.08
|
BrokerC
|
MKT
| 100
| 1
| 5
| 110
| 225
| -35
| -17
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 90
| 2.9
|
SuggestedEdits
| 4
|
Increase defensive factor exposure
|
E0212
|
P8894
|
2024-12-03
|
401k
|
USD
| 1,627,216
| 8.4
| 1.18
| 63.2
|
Materials:31.8;RealEstate:35.8;Tech:32.4
|
Value:11.6;Growth:19.8;Quality:16.6;Size:18.7;Momentum:22.5;LowVol:10.8
|
IEF:18.5;VOO:24.3;XLF:25.3;VNQ:31.9
| 2
| 226
| 14.3
|
Volatile
| 28.8
| 5.31
| 3.4
| 119
| 56
|
33:96
| 72
| 0.0141
| false
| true
|
ESGOnly;MaxSector35%
| null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 7
| -21
| 12
| null |
BrokerA
|
MKT
| 99
| 8
| 14
| 105
| 90
| -60
| -15
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 182
| 3.2
|
Approved
| 4
|
Increase defensive factor exposure
|
E0213
|
P5769
|
2024-08-27
|
Taxable
|
USD
| 535,874
| 8.9
| 1
| 54.2
|
Consumer:12.3;Materials:21.8;Utilities:20.7;Industrials:23.2;Health:21.9
|
Value:12.8;Growth:16.2;Quality:20.9;Size:12.1;Momentum:19.3;LowVol:18.7
|
TSLA:24.9;TLT:9.3;XLF:20.5;GLD:20.6;MUB:24.7
| 4.4
| 157
| 7.5
|
Sideways
| 16.3
| 4.27
| 3.2
| 101
| 28
|
10:80
| 67
| 0.0041
| false
| false
| null | null |
DriftNear;VarNear
|
NoAction
|
Within policy bands; defer
| 19
| 5
| 12
| null |
BrokerC
|
LMT
| 0
| 0
| 0
| -38
| 59
| -38
| 9
| null | null |
Normal monitoring
| 139
| 1.3
| null | 5
|
Increase defensive factor exposure
|
E0214
|
P0657
|
2025-06-07
|
Taxable
|
USD
| 1,786,133
| 6.6
| 1
| 64.4
|
Consumer:35.1;Materials:29.7;Health:35.3
|
Value:21.9;Growth:11.5;Quality:15.3;Size:19.2;Momentum:13.9;LowVol:18.2
|
VNQ:67.8;GLD:16.2;BND:16.0
| 2
| 227
| 16.9
|
Sideways
| 15.7
| 4.83
| 2.3
| 98
| 52
|
27:97
| 77
| 0.0092
| false
| true
|
MaxPos8%;MaxSector25%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -7
| -22
| 11
| null |
BrokerD
|
VWAP
| 92
| 10
| 9
| -2
| -36
| -59
| 37
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 116
| 2.1
| null | 3
|
Tax-aware sells next window
|
E0215
|
P4534
|
2024-11-19
|
IRA
|
USD
| 280,307
| 8.7
| 1
| 58.7
|
Materials:24.9;Energy:41.3;Utilities:33.7
|
Value:27.8;Growth:11.9;Quality:12.2;Size:9.9;Momentum:9.1;LowVol:29.1
|
TLT:12.2;VNQ:13.3;IEF:15.8;VOO:46.5;QQQ:12.2
| 4.5
| 138
| 15.4
|
Bull
| 14.9
| 4.46
| 3
| 111
| 12
|
-15:38
| 74
| 0.0152
| false
| false
|
MaxSector35%;NoMargin
| null |
DriftNear
|
Buy
|
Add core equity +1.0% from cash
| 31
| -30
| 8
| null |
BrokerA
|
LMT
| 99
| 8
| 16
| 62
| 202
| -36
| -18
| null | null |
Normal monitoring
| 171
| 1.4
|
Approved
| 3
|
Tax-aware sells next window
|
E0216
|
P8356
|
2024-12-10
|
Taxable
|
USD
| 290,875
| 14.3
| 1
| 37.2
|
Materials:26.9;Comm:48.6;Energy:24.5
|
Value:17.6;Growth:17.1;Quality:17.2;Size:20.1;Momentum:10.5;LowVol:17.5
|
QQQ:20.4;MSFT:21.6;AMZN:10.5;VTI:7.4;GLD:24.0;VNQ:16.1
| 3.5
| 93
| 13.7
|
Volatile
| 24.7
| 3.67
| 3
| 131
| -59
|
-82:-38
| 11
| 0.0113
| false
| false
|
MaxPos8%;NoMargin
| null | null |
NoAction
|
Within policy bands; defer
| -12
| 6
| 1
| null |
BrokerC
|
LMT
| 0
| 0
| 0
| 89
| 85
| -60
| 0
| null | null |
Normal monitoring
| 94
| 1.2
| null | 4
|
Monitor dispersion and breadth
|
E0217
|
P9772
|
2024-09-17
|
Roth
|
USD
| 1,991,106
| 9.1
| 1
| 41.1
|
Consumer:17.9;Energy:18.1;Comm:31.9;Tech:19.0;Industrials:13.0
|
Value:20.8;Growth:12.4;Quality:15.1;Size:23.0;Momentum:19.0;LowVol:9.7
|
VOO:42.7;HYG:11.5;AMZN:45.8
| 2.3
| 161
| 11.5
|
Volatile
| 26.6
| 3.69
| 2.8
| 159
| 59
|
21:98
| 67
| 0.0118
| false
| false
|
MaxPos7%;MaxSector25%
| null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| 17
| -23
| 5
| null |
BrokerC
|
MKT
| 97
| 12
| 20
| -8
| 76
| -59
| 8
| null | null |
Normal monitoring
| 182
| 1.9
|
Approved
| 4
|
Tighten stops on momentum names
|
E0218
|
P1544
|
2025-09-20
|
401k
|
USD
| 1,772,374
| 8
| 1
| 66.7
|
Financials:26.4;RealEstate:28.0;Comm:26.9;Utilities:18.7
|
Value:9.9;Growth:21.3;Quality:19.7;Size:13.9;Momentum:15.4;LowVol:19.9
|
IEF:18.7;GLD:22.2;TLT:30.1;AMZN:28.9
| 5.3
| 177
| 12.7
|
Bull
| 15.2
| 4.32
| 3.3
| 92
| 95
|
77:145
| 95
| 0.0052
| false
| true
|
MaxPos7%
| null |
DriftNear;VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| -3
| -12
| 9
|
Delta:-0.17;Vega:0.07
|
BrokerB
|
MKT
| 89
| 12
| 20
| 11
| 107
| -38
| 37
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 206
| 1.6
|
Approved
| 4
|
Monitor dispersion and breadth
|
E0219
|
P4594
|
2024-09-01
|
Taxable
|
USD
| 404,372
| 15.7
| 1
| 53.6
|
Materials:18.6;Comm:12.6;RealEstate:23.8;Financials:23.9;Energy:21.1
|
Value:12.5;Growth:22.9;Quality:21.5;Size:14.1;Momentum:9.0;LowVol:20.0
|
QQQ:20.8;VTI:12.2;AAPL:41.1;BND:25.8
| 3.4
| 159
| 11.1
|
Bear
| 29.7
| 4.05
| 1.7
| 220
| -86
|
-120:-54
| 5
| 0.0179
| false
| false
|
ESGOnly;MaxPos6%
| null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| 4
| -35
| 12
| null |
BrokerA
|
VWAP
| 93
| 11
| 16
| 12
| 82
| -39
| -21
| null | null |
Normal monitoring
| 100
| 1.3
| null | 3
|
Tighten stops on momentum names
|
E0220
|
P4559
|
2025-03-26
|
401k
|
USD
| 543,379
| 6.5
| 1
| 45.3
|
Energy:11.4;Health:23.0;Tech:20.6;Comm:27.4;Industrials:17.5
|
Value:20.1;Growth:13.4;Quality:15.2;Size:13.7;Momentum:14.3;LowVol:23.3
|
MSFT:40.6;TSLA:25.5;AAPL:14.5;QQQ:19.4
| 2.3
| 176
| 21.8
|
Bull
| 14.4
| 4.23
| 2.1
| 104
| 48
|
19:74
| 89
| 0.0074
| false
| false
|
ESGOnly
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 22
| -17
| 5
| null |
BrokerD
|
LMT
| 97
| 9
| 9
| 13
| 102
| -4
| -14
| null | null |
Normal monitoring
| 136
| 2.8
|
Approved
| 3
|
Monitor dispersion and breadth
|
E0221
|
P6106
|
2025-08-01
|
Trust
|
USD
| 2,110,052
| 9
| 1
| 54.6
|
Tech:24.4;Utilities:26.0;Energy:25.6;Financials:16.4;Comm:7.6
|
Value:18.6;Growth:14.1;Quality:23.0;Size:9.5;Momentum:16.3;LowVol:18.5
|
VTI:18.7;MSFT:27.6;VOO:21.6;QQQ:32.0
| 5.9
| 230
| 17.4
|
Bull
| 11.7
| 4.35
| 3.2
| 114
| 41
|
10:58
| 72
| 0.0152
| false
| true
|
ESGOnly
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 22
| -25
| 8
| null |
BrokerB
|
LMT
| 95
| 4
| 9
| 25
| 135
| -8
| 35
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 96
| 1.9
|
SuggestedEdits
| 2
|
Tax-aware sells next window
|
E0222
|
P8996
|
2024-12-29
|
Roth
|
USD
| 667,237
| 12.1
| 1
| 54.7
|
Comm:30.8;Health:18.7;Materials:24.6;RealEstate:25.9
|
Value:10.4;Growth:27.1;Quality:23.7;Size:13.6;Momentum:14.3;LowVol:11.0
|
GLD:35.1;IEF:23.0;AAPL:41.9
| 1.4
| 135
| 11.8
|
Sideways
| 20.7
| 3.53
| 2.4
| 106
| -22
|
-44:3
| 21
| 0.0052
| false
| false
| null | null | null |
Sell
|
Trim extended winner -1.0%
| 18
| -23
| 5
| null |
BrokerB
|
VWAP
| 100
| 5
| 10
| 21
| 147
| 12
| 39
| null | null |
Normal monitoring
| 175
| 3.5
|
Approved
| 3
|
Within IPS guidelines
|
E0223
|
P3186
|
2025-07-05
|
Taxable
|
USD
| 859,572
| 5.3
| 1
| 41.2
|
Financials:12.6;Comm:8.7;Energy:25.9;Health:29.5;Tech:23.3
|
Value:12.5;Growth:12.4;Quality:12.7;Size:18.7;Momentum:27.5;LowVol:16.1
|
BRK.B:20.9;MSFT:19.0;BND:22.5;VOO:6.5;AAPL:21.7;IEF:9.5
| 1.2
| 119
| 10.5
|
Bull
| 13.2
| 4.45
| 3.2
| 94
| 1
|
-21:28
| 37
| 0.0173
| false
| false
|
ESGOnly
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 14
| -24
| 11
| null |
BrokerC
|
MKT
| 96
| 12
| 12
| -41
| -15
| -26
| 37
| null | null |
Normal monitoring
| 126
| 2.2
|
Approved
| 4
|
Monitor dispersion and breadth
|
E0224
|
P1696
|
2025-02-04
|
401k
|
USD
| 405,240
| 8.6
| 1
| 37.8
|
Health:10.9;Comm:16.9;Consumer:28.9;Utilities:19.9;Industrials:23.3
|
Value:13.3;Growth:14.7;Quality:23.2;Size:19.1;Momentum:12.9;LowVol:16.7
|
BND:19.1;XLF:30.2;HYG:7.3;MUB:15.3;AMZN:28.1
| 1.4
| 110
| 10.3
|
Sideways
| 16.3
| 4.14
| 3.2
| 121
| 25
|
15:60
| 57
| 0.0113
| false
| false
|
ESGOnly;MaxSector35%;NoMargin
| null | null |
NoAction
|
Within policy bands; defer
| 10
| 4
| 5
| null |
BrokerC
|
VWAP
| 0
| 0
| 0
| 107
| 67
| -6
| 12
| null | null |
Normal monitoring
| 147
| 1.6
|
Approved
| 3
|
Within IPS guidelines
|
E0225
|
P2375
|
2025-03-28
|
Roth
|
USD
| 633,530
| 6.8
| 1
| 59.1
|
Utilities:13.1;Consumer:23.8;Energy:33.6;RealEstate:29.4
|
Value:8.4;Growth:24.3;Quality:16.6;Size:18.0;Momentum:21.5;LowVol:11.2
|
XLF:21.0;QQQ:25.8;BRK.B:23.0;TSLA:18.4;BND:11.8
| 1.9
| 163
| 12.3
|
Bull
| 16.7
| 3.65
| 2.6
| 95
| 5
|
-26:30
| 43
| 0.009
| false
| false
| null | null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -10
| -34
| 3
| null |
BrokerB
|
MKT
| 94
| 1
| 2
| 16
| 101
| 14
| 6
| null | null |
Normal monitoring
| 169
| 3.9
| null | 4
|
Increase defensive factor exposure
|
E0226
|
P8234
|
2025-11-02
|
Trust
|
USD
| 823,252
| 6.7
| 1
| 62.9
|
Comm:40.1;Financials:33.5;Health:26.5
|
Value:16.8;Growth:11.9;Quality:17.8;Size:21.1;Momentum:13.0;LowVol:19.4
|
VTI:16.9;TSLA:29.5;HYG:17.2;BRK.B:36.4
| 4.4
| 157
| 7.4
|
Volatile
| 20.6
| 4.89
| 2.3
| 112
| 31
|
-8:85
| 58
| 0.007
| false
| false
|
MaxPos6%;NoMargin
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 3
| -24
| 1
| null |
BrokerB
|
MKT
| 92
| 6
| 3
| 23
| 57
| 0
| -13
| null | null |
Normal monitoring
| 172
| 3.9
|
Approved
| 4
|
Increase defensive factor exposure
|
E0227
|
P5383
|
2025-06-26
|
401k
|
USD
| 690,755
| 9.6
| 1
| 72.9
|
RealEstate:37.5;Energy:28.6;Health:34.0
|
Value:13.4;Growth:32.7;Quality:12.4;Size:17.0;Momentum:13.1;LowVol:11.4
|
VNQ:32.7;AAPL:21.5;GLD:13.9;VTI:17.0;HYG:14.9
| 4.1
| 157
| 13.5
|
Sideways
| 16.6
| 3.74
| 2
| 127
| -6
|
-43:28
| 39
| 0.0102
| false
| false
|
ESGOnly;MaxPos8%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -9
| -5
| 7
| null |
BrokerC
|
LMT
| 97
| 1
| 3
| 61
| 133
| -42
| -24
| null | null |
Normal monitoring
| 130
| 1.3
|
Approved
| 3
|
Within IPS guidelines
|
E0228
|
P0031
|
2025-02-03
|
Trust
|
USD
| 630,492
| 7.7
| 1
| 35.7
|
Materials:29.4;Financials:36.1;Energy:34.4
|
Value:13.8;Growth:9.5;Quality:20.9;Size:25.6;Momentum:15.4;LowVol:14.8
|
AMZN:34.5;XLF:37.5;BRK.B:28.1
| 3.9
| 254
| 16.9
|
Sideways
| 14.6
| 4.06
| 2.7
| 93
| 35
|
-4:90
| 56
| 0.0113
| false
| true
| null | null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 7
| 9
| 3
| null |
BrokerD
|
LMT
| 88
| 9
| 17
| 62
| 55
| -37
| -12
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 217
| 3
| null | 3
|
Tax-aware sells next window
|
E0229
|
P6882
|
2024-12-10
|
Trust
|
USD
| 625,729
| 15.1
| 1
| 74.5
|
Utilities:14.3;Comm:14.5;Energy:14.5;Industrials:33.5;Health:23.3
|
Value:8.9;Growth:16.4;Quality:8.8;Size:19.6;Momentum:23.1;LowVol:23.2
|
VTI:25.2;VOO:9.8;VNQ:27.5;MUB:28.7;GLD:8.8
| 2.3
| 130
| 12
|
Bull
| 14.8
| 4.8
| 2.7
| 100
| 40
|
4:56
| 84
| 0.0173
| false
| false
|
ESGOnly;MaxPos6%
| null | null |
Hedge
|
Buy index puts 1.0% notional, 30d
| 1
| -2
| 2
|
Delta:-0.16;Vega:0.04
|
BrokerB
|
MKT
| 93
| 3
| 6
| 87
| 112
| -13
| 17
| null | null |
Normal monitoring
| 178
| 1.9
|
Approved
| 5
|
Tax-aware sells next window
|
E0230
|
P1048
|
2025-01-26
|
Taxable
|
USD
| 176,963
| 8.3
| 1
| 73.2
|
Utilities:25.1;Comm:25.2;Tech:21.5;Materials:9.3;Energy:18.9
|
Value:9.0;Growth:26.9;Quality:10.3;Size:11.2;Momentum:19.6;LowVol:23.0
|
XLF:12.2;BRK.B:23.0;AAPL:20.9;VOO:43.9
| 3.5
| 114
| 14.1
|
Bear
| 31.3
| 3.72
| 1.4
| 139
| -107
|
-125:-79
| 5
| 0.0138
| false
| false
|
ESGOnly;MaxSector30%;NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| -12
| -17
| 1
| null |
BrokerB
|
LMT
| 92
| 12
| 18
| -7
| 101
| -42
| 0
| null | null |
Normal monitoring
| 170
| 1.3
|
Approved
| 3
|
Tighten stops on momentum names
|
E0231
|
P0945
|
2025-01-18
|
Roth
|
USD
| 807,197
| 4.2
| 1
| 55.6
|
Tech:19.1;Financials:37.7;RealEstate:24.0;Health:19.3
|
Value:10.4;Growth:11.1;Quality:22.8;Size:20.2;Momentum:20.9;LowVol:14.5
|
TLT:31.0;QQQ:10.4;VNQ:10.8;IEF:38.1;XLF:9.7
| 4.5
| 149
| 10.9
|
Bull
| 16.7
| 3.99
| 2.4
| 91
| 61
|
44:104
| 88
| 0.0058
| false
| false
|
MaxPos7%;MaxSector25%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 24
| -18
| 5
| null |
BrokerC
|
MKT
| 100
| 5
| 2
| 21
| -13
| -43
| -11
| null | null |
Normal monitoring
| 174
| 1.4
|
Approved
| 3
|
Increase defensive factor exposure
|
E0232
|
P0618
|
2025-04-21
|
Trust
|
USD
| 583,149
| 8.3
| 1
| 41.9
|
Consumer:41.2;Energy:18.6;Materials:40.1
|
Value:19.1;Growth:21.1;Quality:10.6;Size:17.4;Momentum:17.7;LowVol:14.1
|
VNQ:14.3;MSFT:20.7;VTI:36.8;BND:14.8;BRK.B:13.5
| 3.2
| 146
| 12.9
|
Bear
| 22.8
| 3.85
| 2.3
| 192
| -90
|
-108:-35
| 5
| 0.0113
| false
| false
|
ESGOnly;MaxSector35%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 15
| 2
| 5
| null |
BrokerA
|
MKT
| 88
| 6
| 11
| -47
| -43
| -51
| -16
| null | null |
Normal monitoring
| 115
| 2.6
| null | 3
|
Within IPS guidelines
|
E0233
|
P2681
|
2024-09-18
|
Roth
|
USD
| 1,559,851
| 7.4
| 1
| 44.2
|
Comm:34.0;Financials:39.5;Industrials:26.5
|
Value:13.4;Growth:23.3;Quality:13.9;Size:23.2;Momentum:18.1;LowVol:8.1
|
QQQ:12.8;XLF:23.9;VTI:16.3;TLT:16.3;HYG:22.2;VOO:8.4
| 4.1
| 228
| 20.6
|
Volatile
| 21
| 4.87
| 3.6
| 146
| -5
|
-27:32
| 57
| 0.0042
| false
| true
|
ESGOnly
| null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| -4
| 11
| 3
|
Delta:-0.23;Vega:0.03
|
BrokerD
|
MKT
| 94
| 7
| 4
| 17
| 148
| 8
| 13
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 123
| 3.4
| null | 4
|
Within IPS guidelines
|
E0234
|
P8363
|
2025-11-03
|
Roth
|
USD
| 569,815
| 4.2
| 1
| 66.9
|
Tech:13.4;Industrials:19.9;Comm:38.0;Health:28.7
|
Value:21.4;Growth:13.6;Quality:18.9;Size:14.5;Momentum:20.7;LowVol:10.9
|
HYG:33.8;QQQ:36.5;MSFT:29.7
| 2.5
| 224
| 21.1
|
Volatile
| 21
| 5.31
| 4
| 179
| 79
|
65:124
| 92
| 0.0071
| false
| true
|
ESGOnly;MaxSector35%
| null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 16
| -14
| 4
| null |
BrokerB
|
MKT
| 96
| 11
| 18
| 71
| 72
| 10
| -18
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 209
| 1.7
|
Approved
| 3
|
Tax-aware sells next window
|
E0235
|
P6982
|
2025-01-22
|
Taxable
|
USD
| 771,046
| 6.8
| 1
| 60.9
|
RealEstate:20.8;Comm:18.8;Consumer:11.9;Industrials:33.9;Tech:14.6
|
Value:19.2;Growth:23.9;Quality:7.9;Size:25.8;Momentum:10.9;LowVol:12.4
|
VOO:13.3;VNQ:32.7;BRK.B:54.1
| 4.8
| 135
| 14.9
|
Bull
| 16.3
| 3.69
| 3
| 99
| 110
|
75:141
| 100
| 0.0081
| false
| false
|
ESGOnly;MaxPos6%;NoMargin
| null |
DriftNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 13
| -36
| 8
| null |
BrokerC
|
LMT
| 100
| 10
| 16
| 32
| 68
| -14
| 2
| null | null |
Normal monitoring
| 164
| 3.7
|
Approved
| 4
|
Tighten stops on momentum names
|
E0236
|
P3044
|
2025-11-18
|
401k
|
USD
| 740,949
| 8.3
| 1
| 73.2
|
Utilities:28.7;Consumer:26.8;Health:11.4;Financials:33.0
|
Value:9.0;Growth:10.2;Quality:23.1;Size:21.2;Momentum:19.1;LowVol:17.4
|
TSLA:17.2;IEF:37.4;BRK.B:45.4
| 2.4
| 172
| 23.2
|
Sideways
| 21.4
| 5
| 2.3
| 138
| 60
|
38:75
| 93
| 0.0063
| false
| false
|
MaxPos8%
| null | null |
Sell
|
Trim extended winner -1.0%
| 12
| 3
| 7
| null |
BrokerA
|
MKT
| 88
| 6
| 7
| 24
| 27
| -17
| -17
| null | null |
Normal monitoring
| 158
| 3.8
| null | 3
|
Tax-aware sells next window
|
E0237
|
P0061
|
2025-10-31
|
Roth
|
USD
| 450,940
| 7.1
| 1
| 69.7
|
Energy:20.1;Financials:25.5;Comm:16.7;Materials:8.5;Utilities:29.1
|
Value:19.4;Growth:20.7;Quality:17.9;Size:11.4;Momentum:16.0;LowVol:14.6
|
MUB:27.1;AAPL:11.4;MSFT:13.9;BND:34.5;QQQ:13.1
| 2.5
| 122
| 13.2
|
Sideways
| 19.3
| 4.06
| 2.4
| 123
| -27
|
-64:-6
| 18
| 0.0044
| false
| false
|
ESGOnly;NoMargin
| null | null |
Sell
|
Trim extended winner -1.0%
| -4
| -9
| 7
| null |
BrokerC
|
MKT
| 91
| 3
| 5
| 53
| 43
| 7
| 19
| null | null |
Normal monitoring
| 119
| 2.6
| null | 5
|
Within IPS guidelines
|
E0238
|
P3003
|
2025-01-16
|
Taxable
|
USD
| 1,713,664
| 9
| 1
| 58
|
Industrials:44.1;Energy:32.4;Health:23.5
|
Value:23.5;Growth:11.3;Quality:14.5;Size:21.4;Momentum:12.1;LowVol:17.2
|
AAPL:20.7;MSFT:14.5;IEF:12.5;BND:24.8;TSLA:17.6;AMZN:9.9
| 3.1
| 163
| 16.6
|
Volatile
| 20.8
| 5.33
| 3.1
| 174
| -39
|
-62:-3
| 27
| 0.0032
| false
| false
| null | null |
VarNear
|
NoAction
|
Within policy bands; defer
| 12
| 6
| 6
| null |
BrokerC
|
MKT
| 0
| 0
| 0
| 111
| 74
| -13
| 7
| null | null |
Normal monitoring
| 210
| 3
|
Approved
| 4
|
Monitor dispersion and breadth
|
E0239
|
P0655
|
2025-09-04
|
Roth
|
USD
| 1,545,389
| 8.4
| 1
| 51.8
|
Financials:19.0;Tech:31.0;Materials:11.4;Energy:38.5
|
Value:18.7;Growth:23.5;Quality:14.1;Size:18.0;Momentum:10.8;LowVol:14.9
|
BND:20.1;VTI:23.3;QQQ:17.7;XLF:18.0;VOO:20.9
| 3.2
| 198
| 14.9
|
Bull
| 15.8
| 3.67
| 3.2
| 107
| 96
|
68:150
| 92
| 0.0109
| false
| true
|
MaxPos6%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 3
| -16
| 7
| null |
BrokerC
|
LMT
| 99
| 4
| 11
| -20
| 101
| -22
| 27
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 139
| 3.5
|
Approved
| 4
|
Tighten stops on momentum names
|
E0240
|
P9203
|
2025-05-14
|
IRA
|
USD
| 392,641
| 17.5
| 1
| 44.1
|
Consumer:35.3;Materials:15.4;Tech:12.5;Comm:36.8
|
Value:21.1;Growth:11.4;Quality:11.4;Size:19.5;Momentum:18.8;LowVol:17.9
|
AAPL:10.2;BND:26.4;VOO:9.3;HYG:19.5;AMZN:25.8;IEF:8.8
| 2.4
| 151
| 15.2
|
Bull
| 13.6
| 3.76
| 3.3
| 87
| 115
|
100:162
| 94
| 0.0064
| false
| false
|
MaxPos5%
| null |
VarNear
|
Sell
|
Trim extended winner -1.0%
| 5
| 13
| 1
| null |
BrokerC
|
MKT
| 90
| 1
| 0
| 20
| 15
| 4
| 15
| null | null |
Normal monitoring
| 151
| 3.8
| null | 3
|
Tax-aware sells next window
|
E0241
|
P2523
|
2024-12-30
|
Taxable
|
USD
| 545,261
| 6.7
| 1
| 55.4
|
Comm:34.4;Financials:26.6;Tech:39.0
|
Value:7.1;Growth:20.0;Quality:20.3;Size:15.2;Momentum:21.3;LowVol:16.2
|
XLF:32.1;BND:23.2;GLD:31.1;VOO:13.6
| 1.9
| 144
| 7.7
|
Volatile
| 24.4
| 3.9
| 3.1
| 159
| 28
|
18:54
| 71
| 0.0058
| false
| false
|
NoMargin
| null | null |
Sell
|
Trim extended winner -1.0%
| 12
| -9
| 7
| null |
BrokerD
|
LMT
| 99
| 3
| 5
| 91
| 223
| 12
| -13
| null | null |
Normal monitoring
| 206
| 2.5
|
Approved
| 3
|
Increase defensive factor exposure
|
E0242
|
P1734
|
2024-09-09
|
Taxable
|
USD
| 725,688
| 8.7
| 1
| 44.2
|
Energy:18.6;Consumer:27.7;Health:13.1;Utilities:13.0;Financials:27.6
|
Value:20.3;Growth:16.2;Quality:17.6;Size:17.6;Momentum:18.6;LowVol:9.6
|
TSLA:22.3;MUB:24.0;TLT:16.1;MSFT:16.7;BND:10.5;HYG:10.4
| 2.5
| 166
| 9.6
|
Bull
| 12.1
| 4.51
| 2.7
| 118
| 114
|
77:153
| 94
| 0.0183
| false
| false
|
MaxPos6%
| null |
VarNear
|
NoAction
|
Within policy bands; defer
| 4
| -31
| 5
| null |
BrokerA
|
LMT
| 0
| 0
| 0
| -6
| 40
| 9
| -22
| null | null |
Normal monitoring
| 157
| 3.8
|
Approved
| 5
|
Increase defensive factor exposure
|
E0243
|
P0369
|
2024-09-16
|
Roth
|
USD
| 2,351,888
| 7.1
| 1
| 50.8
|
RealEstate:25.3;Tech:9.4;Industrials:27.3;Consumer:15.2;Financials:22.8
|
Value:24.7;Growth:15.5;Quality:12.8;Size:16.3;Momentum:16.5;LowVol:14.1
|
BND:28.2;MSFT:21.0;MUB:36.5;AAPL:14.3
| 2.7
| 219
| 12.1
|
Bull
| 16.7
| 4.57
| 2.9
| 120
| 16
|
5:57
| 68
| 0.0109
| false
| true
|
ESGOnly
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 30
| -37
| 12
| null |
BrokerC
|
MKT
| 95
| 12
| 12
| 59
| 107
| -48
| 37
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 104
| 3.2
|
SuggestedEdits
| 5
|
Increase defensive factor exposure
|
E0244
|
P9907
|
2024-12-18
|
Taxable
|
USD
| 633,204
| 10.9
| 1
| 56.6
|
Comm:41.9;Financials:29.5;Materials:28.6
|
Value:27.0;Growth:20.3;Quality:11.7;Size:18.3;Momentum:10.1;LowVol:12.5
|
GLD:17.5;VNQ:12.9;XLF:29.7;IEF:7.8;AMZN:13.8;VTI:18.2
| 3.8
| 93
| 12.6
|
Volatile
| 26
| 4.57
| 4.3
| 125
| 43
|
25:69
| 56
| 0.0176
| false
| false
|
NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 24
| -22
| 8
| null |
BrokerB
|
MKT
| 89
| 4
| 9
| 49
| 60
| -19
| 23
| null | null |
Normal monitoring
| 136
| 1.7
| null | 3
|
Tighten stops on momentum names
|
E0245
|
P8458
|
2025-09-30
|
Roth
|
USD
| 1,092,544
| 6.8
| 1
| 38.5
|
Industrials:17.3;Comm:26.1;Consumer:20.2;Financials:36.4
|
Value:19.8;Growth:16.7;Quality:15.1;Size:22.6;Momentum:10.0;LowVol:15.9
|
VNQ:32.5;MSFT:26.3;QQQ:12.2;TSLA:29.0
| 2.7
| 203
| 17.2
|
Volatile
| 31.2
| 5.43
| 2
| 114
| 5
|
-19:44
| 58
| 0.007
| false
| true
| null | null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 16
| -25
| 3
|
Delta:-0.11;Vega:0.08
|
BrokerD
|
LMT
| 100
| 7
| 7
| 67
| 164
| -60
| 7
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 151
| 3.4
|
Approved
| 5
|
Within IPS guidelines
|
E0246
|
P8808
|
2025-12-02
|
Roth
|
USD
| 453,172
| 3.7
| 1.2
| 47.8
|
Health:46.5;Energy:13.7;Tech:39.8
|
Value:15.5;Growth:21.8;Quality:15.5;Size:19.7;Momentum:15.3;LowVol:12.2
|
IEF:22.8;TSLA:18.6;XLF:23.2;HYG:35.3
| 6.4
| 164
| 24
|
Sideways
| 21.9
| 4.34
| 3.5
| 106
| 49
|
39:101
| 82
| 0.0179
| true
| false
|
ESGOnly;MaxSector30%
| null |
DriftNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 7
| -15
| 1
| null |
BrokerD
|
MKT
| 91
| 5
| 9
| -47
| 57
| -32
| -3
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 93
| 0.9
|
SuggestedEdits
| 2
|
Increase defensive factor exposure
|
E0247
|
P7892
|
2025-01-06
|
Trust
|
USD
| 1,803,245
| 4.4
| 1
| 71.9
|
Financials:35.5;Materials:28.5;Health:21.5;Industrials:14.5
|
Value:20.1;Growth:15.1;Quality:14.1;Size:14.7;Momentum:12.4;LowVol:23.6
|
MSFT:22.1;BRK.B:28.4;TSLA:9.9;TLT:6.5;XLF:10.5;IEF:22.6
| 1.6
| 192
| 17.8
|
Bear
| 25.7
| 4.02
| 2.1
| 134
| -59
|
-77:-29
| 18
| 0.0134
| false
| true
|
ESGOnly;MaxPos7%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 20
| -28
| 11
| null |
BrokerB
|
LMT
| 89
| 5
| 6
| -30
| -56
| -50
| -20
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 110
| 2.5
| null | 5
|
Within IPS guidelines
|
E0248
|
P1549
|
2025-09-18
|
Taxable
|
USD
| 1,098,394
| 5.2
| 1
| 51.3
|
Consumer:12.2;Materials:24.2;Tech:34.1;Energy:11.0;Health:18.5
|
Value:17.1;Growth:21.6;Quality:16.9;Size:9.5;Momentum:13.4;LowVol:21.6
|
VTI:17.2;AAPL:15.4;AMZN:12.2;QQQ:35.2;TSLA:20.0
| 3.5
| 258
| 22
|
Sideways
| 14.4
| 4.94
| 2.5
| 113
| 35
|
5:58
| 74
| 0.0039
| false
| true
|
MaxPos5%
| null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| -5
| -5
| 7
|
Delta:-0.24;Vega:0.05
|
BrokerA
|
MKT
| 100
| 7
| 4
| 39
| 13
| -45
| -14
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 123
| 2
|
SuggestedEdits
| 2
|
Tighten stops on momentum names
|
E0249
|
P5827
|
2025-11-27
|
IRA
|
USD
| 575,953
| 11.4
| 1
| 68.6
|
Financials:17.6;Consumer:37.4;Energy:31.4;Utilities:13.6
|
Value:9.5;Growth:13.5;Quality:22.0;Size:21.6;Momentum:13.2;LowVol:20.2
|
TLT:31.2;BND:53.2;VTI:15.6
| 2.9
| 155
| 14.1
|
Bull
| 11
| 4.32
| 2.4
| 85
| 115
|
76:140
| 96
| 0.0067
| false
| false
|
NoMargin
| null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| 32
| -29
| 8
| null |
BrokerB
|
MKT
| 91
| 11
| 19
| 96
| 56
| 17
| 3
| null | null |
Normal monitoring
| 189
| 3.9
|
Approved
| 3
|
Increase defensive factor exposure
|
E0250
|
P7840
|
2025-09-09
|
Trust
|
USD
| 408,853
| 4.8
| 1
| 69.7
|
Energy:23.4;Tech:16.9;Consumer:16.3;Industrials:14.2;Health:29.2
|
Value:18.2;Growth:10.9;Quality:17.0;Size:21.7;Momentum:21.1;LowVol:11.0
|
BRK.B:31.2;VNQ:25.6;IEF:43.2
| 4.2
| 180
| 16.3
|
Bull
| 17.6
| 3.65
| 2.5
| 104
| 60
|
48:90
| 77
| 0.0186
| false
| false
|
ESGOnly
| null | null |
Hedge
|
Buy index puts 1.0% notional, 30d
| 28
| -40
| 2
|
Delta:-0.23;Vega:0.02
|
BrokerB
|
LMT
| 96
| 10
| 15
| 60
| 98
| -57
| 10
| null | null |
Normal monitoring
| 168
| 2.2
|
Approved
| 5
|
Within IPS guidelines
|
E0251
|
P7402
|
2025-12-09
|
IRA
|
USD
| 901,852
| 8.3
| 1
| 49.8
|
Financials:23.1;Comm:17.0;RealEstate:19.2;Materials:11.7;Tech:29.0
|
Value:20.0;Growth:27.0;Quality:20.9;Size:15.1;Momentum:8.5;LowVol:8.5
|
MUB:18.3;BND:26.2;VNQ:12.0;TLT:43.5
| 2.6
| 147
| 16.5
|
Sideways
| 20.9
| 3.75
| 3.3
| 97
| -15
|
-51:23
| 34
| 0.0126
| false
| false
|
MaxPos6%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| -6
| -14
| 11
| null |
BrokerB
|
MKT
| 91
| 3
| 2
| 113
| 217
| -14
| 17
| null | null |
Normal monitoring
| 107
| 3.4
| null | 3
|
Increase defensive factor exposure
|
E0252
|
P1528
|
2024-11-28
|
Roth
|
USD
| 474,747
| 16.1
| 1
| 72
|
Health:22.2;Comm:30.2;Financials:20.7;Energy:10.8;Industrials:16.2
|
Value:16.1;Growth:11.5;Quality:22.0;Size:9.2;Momentum:22.1;LowVol:19.1
|
MSFT:34.9;TSLA:43.7;BRK.B:21.4
| 3.4
| 111
| 15.5
|
Bull
| 15.5
| 3.7
| 2.2
| 97
| 104
|
72:131
| 100
| 0.0057
| false
| false
|
MaxPos5%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 0
| -5
| 3
| null |
BrokerD
|
LMT
| 91
| 3
| 11
| -23
| 8
| -37
| 1
| null | null |
Normal monitoring
| 150
| 1.6
| null | 5
|
Increase defensive factor exposure
|
E0253
|
P2489
|
2025-05-25
|
Trust
|
USD
| 175,463
| 11.7
| 1
| 68.8
|
Health:36.2;RealEstate:45.8;Utilities:18.0
|
Value:10.3;Growth:23.2;Quality:8.3;Size:20.6;Momentum:15.7;LowVol:21.9
|
VTI:22.5;VOO:26.7;VNQ:23.5;BRK.B:27.3
| 1.7
| 150
| 7.3
|
Volatile
| 27.4
| 4.43
| 3.9
| 163
| 6
|
-6:56
| 66
| 0.0089
| false
| false
|
ESGOnly;NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 5
| 13
| 7
| null |
BrokerC
|
VWAP
| 99
| 11
| 16
| -21
| 67
| -38
| 0
| null | null |
Normal monitoring
| 168
| 1.2
| null | 3
|
Tax-aware sells next window
|
E0254
|
P1090
|
2025-09-03
|
Taxable
|
USD
| 319,781
| 7
| 1
| 71.7
|
RealEstate:41.8;Industrials:28.7;Tech:29.5
|
Value:20.8;Growth:11.0;Quality:8.9;Size:21.6;Momentum:26.3;LowVol:11.5
|
XLF:25.4;TSLA:25.7;VOO:48.9
| 1.3
| 108
| 7.5
|
Bear
| 22.5
| 3.76
| 2.7
| 207
| -57
|
-97:-41
| 10
| 0.0109
| false
| false
| null | null | null |
Rebalance
|
Shift +1.0% bonds from equity
| -10
| -33
| 3
| null |
BrokerD
|
MKT
| 89
| 10
| 14
| 25
| 21
| 11
| 28
| null | null |
Normal monitoring
| 211
| 2.7
| null | 5
|
Within IPS guidelines
|
E0255
|
P0399
|
2025-05-01
|
401k
|
USD
| 1,174,189
| 6.1
| 1
| 43.1
|
Energy:22.7;Consumer:37.1;Utilities:40.1
|
Value:21.1;Growth:16.8;Quality:16.4;Size:24.1;Momentum:12.8;LowVol:8.8
|
TSLA:32.8;VNQ:31.4;XLF:35.8
| 1.9
| 194
| 11.8
|
Bull
| 17.9
| 4.4
| 2.8
| 95
| 82
|
63:115
| 100
| 0.0096
| false
| true
|
ESGOnly;MaxSector35%
| null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 0
| -22
| 11
| null |
BrokerC
|
MKT
| 99
| 5
| 12
| 71
| 119
| -53
| 40
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 218
| 1.2
|
Approved
| 4
|
Within IPS guidelines
|
E0256
|
P4984
|
2024-08-25
|
401k
|
USD
| 1,502,476
| 5
| 1
| 66.9
|
Materials:27.5;Energy:21.6;Consumer:35.9;Utilities:15.1
|
Value:12.5;Growth:9.3;Quality:24.5;Size:25.3;Momentum:11.7;LowVol:16.7
|
MSFT:18.1;XLF:32.9;VTI:49.0
| 5.9
| 198
| 19.5
|
Bull
| 12.8
| 3.55
| 3.3
| 111
| 6
|
-25:59
| 35
| 0.014
| false
| true
|
MaxPos7%
| null |
DriftNear;VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 17
| -28
| 8
|
Delta:-0.15;Vega:0.05
|
BrokerD
|
LMT
| 95
| 6
| 10
| 81
| 179
| 14
| 21
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 188
| 2.1
| null | 3
|
Increase defensive factor exposure
|
E0257
|
P0079
|
2024-12-19
|
401k
|
USD
| 428,366
| 7.6
| 1
| 41
|
Materials:17.4;Industrials:24.4;Utilities:26.0;Health:23.2;Consumer:9.0
|
Value:12.6;Growth:15.1;Quality:26.6;Size:20.4;Momentum:10.8;LowVol:14.6
|
MUB:38.2;VNQ:38.5;TSLA:23.4
| 4.3
| 182
| 11.3
|
Volatile
| 23.2
| 3.6
| 2.9
| 114
| 2
|
-30:24
| 42
| 0.0157
| false
| true
|
ESGOnly;MaxSector25%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 0
| 4
| 4
| null |
BrokerA
|
VWAP
| 93
| 5
| 2
| 35
| 81
| -31
| 5
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 211
| 3.4
|
Approved
| 4
|
Tax-aware sells next window
|
E0258
|
P1878
|
2025-09-22
|
IRA
|
USD
| 164,543
| 13.1
| 1
| 43.9
|
Consumer:25.5;Health:24.1;Financials:28.8;Energy:21.6
|
Value:22.3;Growth:14.4;Quality:10.2;Size:17.7;Momentum:11.7;LowVol:23.6
|
MUB:5.8;VNQ:17.5;TLT:25.3;HYG:19.5;MSFT:13.2;GLD:18.8
| 3.2
| 102
| 7
|
Sideways
| 15
| 3.62
| 2.2
| 121
| 1
|
-23:55
| 55
| 0.003
| false
| false
|
MaxSector35%;NoMargin
| null | null |
NoAction
|
Within policy bands; defer
| 14
| -23
| 10
| null |
BrokerA
|
VWAP
| 0
| 0
| 0
| -40
| -24
| -23
| -22
| null | null |
Normal monitoring
| 214
| 3.5
|
Approved
| 4
|
Increase defensive factor exposure
|
E0259
|
P9837
|
2024-08-28
|
Taxable
|
USD
| 1,487,514
| 7.5
| 1.15
| 74.6
|
Energy:34.4;Health:21.2;Comm:31.4;Utilities:13.0
|
Value:14.0;Growth:16.9;Quality:22.5;Size:16.9;Momentum:10.3;LowVol:19.4
|
QQQ:34.4;IEF:31.1;TLT:23.0;VNQ:11.5
| 3.9
| 219
| 17.2
|
Volatile
| 21.8
| 4.44
| 2.7
| 116
| 66
|
32:104
| 76
| 0.0047
| false
| true
|
ESGOnly
| null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 16
| -34
| 5
|
Delta:-0.19;Vega:0.06
|
BrokerB
|
LMT
| 89
| 1
| 5
| -31
| -32
| 8
| 1
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 220
| 1.9
|
Approved
| 4
|
Monitor dispersion and breadth
|
E0260
|
P1360
|
2025-07-15
|
Roth
|
USD
| 1,440,221
| 9.3
| 1
| 65.1
|
Materials:27.6;Energy:44.7;RealEstate:27.7
|
Value:13.3;Growth:22.8;Quality:25.9;Size:19.4;Momentum:9.1;LowVol:9.5
|
VOO:14.3;BRK.B:12.2;VNQ:19.6;TSLA:18.7;GLD:13.9;BND:21.3
| 4.6
| 219
| 21.2
|
Sideways
| 19
| 3.62
| 3.1
| 93
| -15
|
-52:40
| 38
| 0.0126
| false
| true
|
MaxSector25%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -2
| 3
| 1
| null |
BrokerA
|
MKT
| 92
| 8
| 8
| -42
| -12
| -37
| 36
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 182
| 1.4
| null | 4
|
Monitor dispersion and breadth
|
E0261
|
P5302
|
2025-06-13
|
Taxable
|
USD
| 729,978
| 5.4
| 1
| 67.4
|
Utilities:12.5;Energy:24.8;Health:39.6;RealEstate:23.1
|
Value:27.7;Growth:14.1;Quality:14.0;Size:15.8;Momentum:16.4;LowVol:12.0
|
TLT:9.2;MUB:31.7;AAPL:13.9;AMZN:32.6;XLF:12.6
| 1.7
| 195
| 10.5
|
Bull
| 11.7
| 4.97
| 2.6
| 71
| 9
|
-22:36
| 65
| 0.0158
| false
| true
|
MaxPos7%
| null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| -6
| 10
| 7
| null |
BrokerC
|
MKT
| 94
| 7
| 4
| -50
| 68
| -38
| 25
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 138
| 2.7
|
SuggestedEdits
| 4
|
Within IPS guidelines
|
E0262
|
P5157
|
2025-01-07
|
Trust
|
USD
| 346,602
| 3.3
| 1
| 41.6
|
Tech:13.4;Utilities:16.1;Financials:29.0;Industrials:29.1;Consumer:12.3
|
Value:13.3;Growth:20.1;Quality:16.3;Size:12.9;Momentum:25.4;LowVol:12.1
|
AAPL:18.7;TSLA:15.4;IEF:23.7;QQQ:26.7;GLD:15.5
| 2.9
| 213
| 27.3
|
Sideways
| 14.2
| 4.13
| 2.9
| 106
| -10
|
-26:31
| 36
| 0.0115
| false
| true
|
ESGOnly;MaxPos7%;MaxSector35%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -12
| -24
| 10
| null |
BrokerB
|
VWAP
| 99
| 5
| 11
| 75
| 156
| 10
| 15
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 211
| 1
| null | 2
|
Within IPS guidelines
|
E0263
|
P2484
|
2025-04-13
|
Roth
|
USD
| 1,314,466
| 4.2
| 1
| 67.3
|
RealEstate:16.8;Financials:25.5;Utilities:24.5;Consumer:12.5;Energy:20.6
|
Value:19.3;Growth:16.0;Quality:15.4;Size:15.9;Momentum:15.9;LowVol:17.5
|
MSFT:17.4;IEF:20.5;VTI:24.4;TSLA:9.1;BRK.B:22.7;TLT:5.9
| 3.5
| 163
| 10.6
|
Bear
| 24.3
| 3.3
| 1.4
| 159
| -15
|
-40:21
| 31
| 0.0073
| false
| false
|
ESGOnly;MaxPos8%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 27
| 8
| 7
| null |
BrokerB
|
MKT
| 94
| 8
| 15
| -14
| -34
| 16
| -13
| null | null |
Normal monitoring
| 212
| 1.6
|
Approved
| 3
|
Within IPS guidelines
|
E0264
|
P1775
|
2025-02-15
|
Roth
|
USD
| 398,649
| 5.2
| 1
| 63.9
|
Comm:15.1;Consumer:22.4;Financials:13.5;Industrials:19.8;Materials:29.3
|
Value:14.2;Growth:13.4;Quality:16.0;Size:13.6;Momentum:20.9;LowVol:22.0
|
VNQ:10.8;TSLA:28.3;MSFT:30.9;AAPL:30.0
| 4.6
| 124
| 8.8
|
Volatile
| 20
| 4.21
| 2.7
| 112
| -29
|
-58:20
| 52
| 0.0144
| false
| false
|
MaxPos8%;MaxSector25%;NoMargin
| null |
DriftNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 6
| -18
| 11
|
Delta:-0.25;Vega:0.05
|
BrokerC
|
MKT
| 88
| 9
| 6
| 22
| 114
| -9
| 16
| null | null |
Normal monitoring
| 169
| 3.6
| null | 5
|
Within IPS guidelines
|
E0265
|
P9572
|
2024-07-28
|
Roth
|
USD
| 1,585,435
| 6.9
| 1.22
| 64.8
|
Tech:24.8;Comm:21.1;Health:23.7;RealEstate:17.2;Utilities:13.1
|
Value:16.8;Growth:20.5;Quality:21.4;Size:13.2;Momentum:18.4;LowVol:9.6
|
MSFT:17.1;MUB:21.7;HYG:11.7;XLF:17.3;AMZN:22.3;QQQ:9.9
| 2.9
| 173
| 16.6
|
Bear
| 28.8
| 4.1
| 1.5
| 205
| -105
|
-115:-54
| 6
| 0.0041
| false
| false
|
ESGOnly;MaxSector25%
| null | null |
Sell
|
Trim extended winner -1.0%
| -3
| -14
| 8
| null |
BrokerC
|
VWAP
| 90
| 7
| 12
| 36
| 21
| 10
| 9
| null | null |
Normal monitoring
| 195
| 1.7
| null | 4
|
Within IPS guidelines
|
E0266
|
P9747
|
2025-08-09
|
Taxable
|
USD
| 397,413
| 4.8
| 1
| 59.1
|
Materials:42.9;Industrials:31.9;Energy:25.2
|
Value:12.1;Growth:12.3;Quality:14.5;Size:22.5;Momentum:20.7;LowVol:18.0
|
MSFT:36.8;XLF:18.6;AAPL:33.1;TLT:11.5
| 3.3
| 176
| 23.7
|
Bear
| 24.1
| 4.16
| 2.1
| 187
| -37
|
-55:-10
| 35
| 0.0054
| false
| false
|
MaxPos6%
| null | null |
Buy
|
Add core equity +1.0% from cash
| 2
| -31
| 2
| null |
BrokerD
|
VWAP
| 88
| 8
| 10
| 92
| 109
| 10
| 0
| null | null |
Normal monitoring
| 215
| 1
|
Approved
| 5
|
Monitor dispersion and breadth
|
E0267
|
P3012
|
2025-05-23
|
Roth
|
USD
| 1,612,096
| 8.4
| 1
| 50.6
|
RealEstate:18.9;Industrials:24.4;Materials:28.2;Financials:17.0;Utilities:11.5
|
Value:10.9;Growth:13.6;Quality:18.3;Size:21.8;Momentum:22.3;LowVol:13.2
|
MSFT:22.5;GLD:36.1;HYG:41.4
| 5
| 233
| 24.6
|
Volatile
| 31.8
| 4.14
| 2.7
| 135
| -15
|
-30:0
| 53
| 0.0074
| false
| true
|
MaxPos7%;MaxSector25%
| null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 2
| -22
| 5
| null |
BrokerC
|
LMT
| 91
| 6
| 9
| 90
| 174
| 12
| 36
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 167
| 1
|
SuggestedEdits
| 4
|
Increase defensive factor exposure
|
E0268
|
P0383
|
2025-01-23
|
Trust
|
USD
| 2,467,210
| 5.6
| 1
| 73.5
|
Industrials:30.0;Health:28.6;Consumer:30.8;Materials:10.5
|
Value:24.2;Growth:12.9;Quality:7.9;Size:19.2;Momentum:13.2;LowVol:22.7
|
IEF:17.9;XLF:14.7;VOO:16.6;TLT:10.9;BND:22.6;MSFT:17.3
| 5.4
| 123
| 18.1
|
Bear
| 33.4
| 3.72
| 1.5
| 155
| -68
|
-78:-18
| 19
| 0.0047
| false
| false
|
MaxPos8%
| null |
DriftNear
|
Buy
|
Add core equity +1.0% from cash
| 12
| -16
| 4
| null |
BrokerA
|
MKT
| 91
| 11
| 17
| -6
| 23
| -38
| 6
| null | null |
Normal monitoring
| 95
| 3
|
Approved
| 3
|
Monitor dispersion and breadth
|
E0269
|
P0271
|
2024-09-09
|
Taxable
|
USD
| 628,625
| 15
| 1
| 73.3
|
Energy:23.1;Industrials:11.0;Financials:19.4;Tech:28.5;RealEstate:18.0
|
Value:24.9;Growth:8.6;Quality:14.5;Size:17.2;Momentum:15.4;LowVol:19.4
|
GLD:14.6;MUB:27.5;HYG:11.5;VNQ:15.3;BND:21.1;AMZN:10.0
| 2.6
| 150
| 15.3
|
Bull
| 11.2
| 4.63
| 2.6
| 73
| 4
|
-13:53
| 46
| 0.003
| false
| false
|
MaxPos6%;MaxSector25%;NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 11
| -12
| 10
| null |
BrokerB
|
MKT
| 98
| 9
| 11
| -28
| -29
| -33
| 30
| null | null |
Normal monitoring
| 119
| 3.1
|
Approved
| 3
|
Within IPS guidelines
|
E0270
|
P1341
|
2024-10-19
|
IRA
|
USD
| 202,609
| 16.5
| 1
| 61.2
|
Consumer:39.9;Industrials:34.9;Financials:25.2
|
Value:13.1;Growth:21.0;Quality:23.9;Size:12.2;Momentum:18.4;LowVol:11.3
|
AAPL:9.6;MSFT:26.6;AMZN:8.7;TLT:21.3;IEF:27.2;XLF:6.7
| 3.2
| 92
| 8.1
|
Volatile
| 26.5
| 4.33
| 3.6
| 160
| 1
|
-9:44
| 43
| 0.0067
| false
| false
|
ESGOnly
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| -14
| -33
| 8
| null |
BrokerA
|
LMT
| 93
| 3
| 0
| 37
| 110
| 17
| 1
| null | null |
Normal monitoring
| 168
| 2
| null | 5
|
Monitor dispersion and breadth
|
E0271
|
P5387
|
2025-09-10
|
Trust
|
USD
| 628,511
| 5.3
| 1
| 38.3
|
Industrials:21.8;Financials:13.1;RealEstate:24.5;Materials:23.9;Utilities:16.7
|
Value:21.3;Growth:16.8;Quality:23.6;Size:13.7;Momentum:13.5;LowVol:11.1
|
MUB:9.5;GLD:16.1;HYG:32.9;MSFT:21.8;QQQ:19.7
| 3.7
| 107
| 15.7
|
Volatile
| 23.5
| 5.23
| 4
| 154
| -50
|
-75:-20
| 15
| 0.0167
| false
| false
|
ESGOnly
| null | null |
Sell
|
Trim extended winner -1.0%
| 14
| 8
| 10
| null |
BrokerB
|
LMT
| 96
| 5
| 2
| 33
| 118
| -50
| 23
| null | null |
Normal monitoring
| 197
| 1
|
Approved
| 4
|
Within IPS guidelines
|
E0272
|
P0239
|
2025-03-27
|
Taxable
|
USD
| 1,427,746
| 5.7
| 1
| 67.5
|
Comm:15.4;Financials:17.7;Tech:11.2;Consumer:28.2;Health:27.5
|
Value:13.9;Growth:11.7;Quality:18.8;Size:11.4;Momentum:14.5;LowVol:29.6
|
XLF:16.8;AAPL:29.2;AMZN:30.0;MUB:24.0
| 2
| 236
| 15.3
|
Volatile
| 31.2
| 3.75
| 2.2
| 158
| -34
|
-64:18
| 33
| 0.0107
| false
| true
|
MaxPos7%
| null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 11
| 1
| 11
| null |
BrokerD
|
MKT
| 96
| 3
| 6
| -56
| -86
| 1
| -10
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 128
| 2.7
|
SuggestedEdits
| 4
|
Tighten stops on momentum names
|
E0273
|
P3453
|
2025-05-21
|
401k
|
USD
| 2,231,465
| 8.7
| 1
| 36.9
|
Financials:41.0;RealEstate:27.4;Energy:31.7
|
Value:11.9;Growth:17.7;Quality:22.9;Size:9.3;Momentum:20.5;LowVol:17.6
|
BRK.B:28.4;VNQ:13.3;QQQ:7.1;BND:20.0;AMZN:31.2
| 4.5
| 154
| 15
|
Bear
| 34.6
| 3.36
| 2.8
| 136
| -83
|
-95:-56
| 21
| 0.0135
| false
| false
|
MaxPos8%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -6
| -16
| 7
| null |
BrokerB
|
LMT
| 91
| 5
| 3
| 114
| 112
| -32
| 37
| null | null |
Normal monitoring
| 193
| 2.1
|
Approved
| 5
|
Increase defensive factor exposure
|
E0274
|
P1732
|
2025-08-12
|
401k
|
USD
| 605,832
| 11.2
| 1
| 37.2
|
Energy:23.6;Materials:35.1;Consumer:41.3
|
Value:13.2;Growth:18.1;Quality:14.1;Size:19.7;Momentum:15.1;LowVol:19.8
|
GLD:25.8;VNQ:12.4;QQQ:11.3;XLF:18.5;AMZN:11.0;TLT:21.0
| 3.3
| 107
| 7.2
|
Bear
| 30.8
| 4.47
| 1.5
| 130
| -10
|
-36:26
| 41
| 0.0142
| false
| false
|
MaxPos6%;NoMargin
| null | null |
Hedge
|
Buy index puts 1.0% notional, 30d
| 35
| -31
| 4
|
Delta:-0.23;Vega:0.03
|
BrokerC
|
MKT
| 89
| 1
| 1
| 13
| -19
| 12
| 0
| null | null |
Normal monitoring
| 160
| 1.5
|
Approved
| 3
|
Tax-aware sells next window
|
E0275
|
P8356
|
2025-03-18
|
Taxable
|
USD
| 455,705
| 8.2
| 1
| 55.7
|
Energy:22.7;Financials:27.7;RealEstate:27.5;Tech:22.2
|
Value:17.0;Growth:20.5;Quality:15.1;Size:10.8;Momentum:20.7;LowVol:15.9
|
AMZN:35.9;TLT:15.0;QQQ:29.1;IEF:19.9
| 2.6
| 148
| 9.6
|
Bull
| 17.3
| 3.92
| 2.8
| 94
| 63
|
27:105
| 69
| 0.0075
| false
| false
|
ESGOnly;MaxPos5%;NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 19
| -35
| 2
| null |
BrokerB
|
LMT
| 93
| 8
| 12
| -8
| 20
| -43
| 21
| null | null |
Normal monitoring
| 190
| 1.5
|
Approved
| 5
|
Within IPS guidelines
|
E0276
|
P8592
|
2024-10-12
|
401k
|
USD
| 553,561
| 7.3
| 1
| 52.4
|
Consumer:16.0;Health:22.6;Comm:24.5;RealEstate:14.9;Financials:22.1
|
Value:20.8;Growth:17.5;Quality:16.4;Size:18.3;Momentum:14.5;LowVol:12.5
|
MSFT:8.4;BRK.B:33.7;GLD:7.8;QQQ:16.8;HYG:8.5;VNQ:24.9
| 1.2
| 116
| 10.1
|
Sideways
| 19.6
| 3.79
| 2.8
| 129
| -3
|
-43:34
| 44
| 0.0161
| false
| false
|
MaxSector25%;NoMargin
| null | null |
Sell
|
Trim extended winner -1.0%
| 33
| 4
| 11
| null |
BrokerA
|
LMT
| 89
| 6
| 8
| 106
| 215
| -32
| 27
| null | null |
Normal monitoring
| 178
| 4
|
Approved
| 5
|
Tighten stops on momentum names
|
E0277
|
P0049
|
2025-10-15
|
Roth
|
USD
| 1,079,625
| 9.1
| 1.08
| 72.8
|
Energy:30.0;Comm:40.6;Tech:29.4
|
Value:19.7;Growth:17.7;Quality:16.5;Size:11.5;Momentum:14.9;LowVol:19.6
|
BRK.B:35.3;VNQ:23.9;AAPL:14.4;HYG:26.4
| 1.7
| 192
| 21.5
|
Bull
| 12.6
| 4.81
| 3
| 98
| 49
|
27:64
| 67
| 0.009
| false
| true
|
MaxPos5%;MaxSector35%
| null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 30
| -15
| 1
|
Delta:-0.08;Vega:0.08
|
BrokerC
|
LMT
| 93
| 4
| 11
| -32
| 22
| 19
| 39
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 130
| 2.9
| null | 2
|
Increase defensive factor exposure
|
E0278
|
P8867
|
2025-01-21
|
IRA
|
USD
| 1,225,654
| 7
| 1
| 50.4
|
Energy:53.3;Industrials:24.9;Utilities:21.7
|
Value:7.6;Growth:23.6;Quality:21.0;Size:12.8;Momentum:15.8;LowVol:19.1
|
HYG:24.6;BRK.B:48.2;QQQ:27.1
| 1.6
| 150
| 14
|
Sideways
| 14.4
| 3.69
| 2.2
| 108
| -12
|
-25:12
| 46
| 0.0139
| false
| false
|
ESGOnly;MaxPos5%;MaxSector30%
| null | null |
NoAction
|
Within policy bands; defer
| -2
| -19
| 1
| null |
BrokerA
|
LMT
| 0
| 0
| 0
| -19
| 6
| -17
| 40
| null | null |
Normal monitoring
| 143
| 3.6
| null | 3
|
Monitor dispersion and breadth
|
E0279
|
P2707
|
2024-07-31
|
Trust
|
USD
| 245,327
| 10
| 1
| 49.1
|
Financials:31.1;Tech:22.6;Industrials:21.7;Materials:24.5
|
Value:13.5;Growth:19.5;Quality:8.3;Size:9.2;Momentum:24.8;LowVol:24.6
|
VNQ:19.5;VOO:23.2;BRK.B:16.5;MUB:18.9;MSFT:13.1;GLD:8.7
| 2.3
| 117
| 11.8
|
Sideways
| 15.2
| 4.67
| 2.9
| 99
| 14
|
-7:62
| 41
| 0.0148
| false
| false
|
MaxPos5%;MaxSector30%;NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| -13
| -14
| 12
| null |
BrokerA
|
MKT
| 94
| 1
| 0
| 11
| 112
| -53
| -10
| null | null |
Normal monitoring
| 150
| 1.6
| null | 3
|
Monitor dispersion and breadth
|
E0280
|
P7934
|
2024-11-22
|
IRA
|
USD
| 1,703,953
| 4.7
| 1
| 48.8
|
Utilities:13.0;Health:19.3;Consumer:21.0;Comm:14.1;Financials:32.7
|
Value:8.4;Growth:20.9;Quality:25.9;Size:20.8;Momentum:8.6;LowVol:15.4
|
MSFT:15.1;QQQ:19.9;IEF:23.5;BRK.B:12.1;GLD:10.0;BND:19.4
| 1.8
| 150
| 11.9
|
Bull
| 17.3
| 4.74
| 3.4
| 94
| 61
|
28:106
| 85
| 0.0047
| false
| false
|
MaxSector30%
| null | null |
Buy
|
Add core equity +1.0% from cash
| -1
| 4
| 10
| null |
BrokerD
|
LMT
| 96
| 2
| 2
| 76
| 133
| 14
| 31
| null | null |
Normal monitoring
| 113
| 3.5
|
Approved
| 4
|
Within IPS guidelines
|
E0281
|
P6775
|
2024-11-21
|
Trust
|
USD
| 2,035,124
| 9.2
| 1.05
| 72.3
|
Health:14.3;Tech:39.2;Comm:16.2;Energy:30.3
|
Value:8.1;Growth:24.6;Quality:23.7;Size:17.9;Momentum:9.1;LowVol:16.6
|
MUB:13.1;QQQ:35.4;XLF:12.9;VTI:23.1;HYG:15.6
| 5.1
| 161
| 12.3
|
Bull
| 12.9
| 3.95
| 3.1
| 95
| 27
|
1:74
| 71
| 0.005
| false
| false
|
ESGOnly;MaxPos5%
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 7
| 2
| 2
| null |
BrokerB
|
MKT
| 96
| 2
| 8
| 10
| -11
| -6
| 12
| null | null |
Normal monitoring
| 96
| 2.6
|
Approved
| 5
|
Within IPS guidelines
|
E0282
|
P7922
|
2025-04-07
|
Taxable
|
USD
| 463,989
| 12
| 1
| 50.1
|
Comm:28.9;Consumer:29.5;Materials:21.5;Health:20.1
|
Value:28.1;Growth:16.6;Quality:23.1;Size:10.7;Momentum:13.1;LowVol:8.4
|
HYG:31.3;IEF:39.3;MSFT:16.2;VNQ:13.2
| 1.9
| 120
| 10.9
|
Volatile
| 21.5
| 4.55
| 4.1
| 138
| -38
|
-53:-12
| 15
| 0.0042
| false
| false
|
MaxPos5%;MaxSector25%;NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 27
| 5
| 9
| null |
BrokerC
|
VWAP
| 93
| 2
| 3
| -53
| -24
| -2
| 34
| null | null |
Normal monitoring
| 136
| 1.3
| null | 3
|
Increase defensive factor exposure
|
E0283
|
P9121
|
2024-08-08
|
Roth
|
USD
| 1,485,324
| 6.6
| 1.17
| 35.1
|
Financials:23.0;Consumer:27.4;Health:49.6
|
Value:17.2;Growth:23.2;Quality:19.0;Size:17.8;Momentum:10.6;LowVol:12.1
|
VNQ:16.5;AMZN:25.8;AAPL:25.7;XLF:14.2;BND:17.9
| 4
| 185
| 19.2
|
Bull
| 15.2
| 4.85
| 2.9
| 73
| 99
|
69:135
| 86
| 0.0189
| false
| true
|
MaxPos6%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 32
| -22
| 9
| null |
BrokerD
|
LMT
| 97
| 1
| 0
| 108
| 147
| -41
| -22
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 189
| 2.5
|
SuggestedEdits
| 5
|
Tax-aware sells next window
|
E0284
|
P3191
|
2025-12-19
|
Roth
|
USD
| 477,916
| 11.3
| 1
| 47.2
|
Financials:15.9;Energy:15.0;Utilities:31.7;Health:37.4
|
Value:16.0;Growth:15.9;Quality:19.2;Size:11.1;Momentum:16.9;LowVol:20.9
|
BRK.B:9.5;HYG:15.7;IEF:15.0;AMZN:21.7;AAPL:14.3;TLT:23.8
| 3
| 164
| 8.8
|
Volatile
| 32
| 5.15
| 2.5
| 126
| -19
|
-43:2
| 25
| 0.0099
| false
| false
|
MaxSector30%;NoMargin
| null |
VarNear
|
NoAction
|
Within policy bands; defer
| 29
| -14
| 12
| null |
BrokerD
|
MKT
| 0
| 0
| 0
| -7
| 42
| -42
| 16
| null | null |
Normal monitoring
| 194
| 2.1
| null | 4
|
Increase defensive factor exposure
|
E0285
|
P7901
|
2024-11-26
|
Taxable
|
USD
| 567,446
| 12.8
| 1
| 35.8
|
Comm:41.1;Energy:27.4;Utilities:31.6
|
Value:19.9;Growth:18.1;Quality:14.3;Size:10.2;Momentum:23.8;LowVol:13.6
|
BRK.B:20.2;HYG:9.0;XLF:15.8;TLT:29.4;VOO:25.6
| 4.4
| 139
| 9.4
|
Volatile
| 30.7
| 4.31
| 3.6
| 134
| -15
|
-52:19
| 51
| 0.0054
| false
| false
|
MaxSector25%
| null |
DriftNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -11
| 10
| 8
| null |
BrokerB
|
LMT
| 89
| 7
| 4
| 60
| 57
| -51
| 35
| null | null |
Normal monitoring
| 142
| 2
| null | 3
|
Tax-aware sells next window
|
E0286
|
P6129
|
2025-05-04
|
Taxable
|
USD
| 883,291
| 9.5
| 1.2
| 38.1
|
Industrials:26.8;Materials:28.1;Consumer:45.2
|
Value:18.1;Growth:9.4;Quality:20.0;Size:17.3;Momentum:15.6;LowVol:19.5
|
BND:31.7;XLF:47.5;HYG:20.9
| 3.2
| 209
| 15.5
|
Bull
| 15.7
| 4.43
| 2.9
| 116
| 53
|
23:98
| 90
| 0.0093
| false
| true
|
ESGOnly;MaxPos6%
| null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| -6
| 15
| 5
|
Delta:-0.24;Vega:0.06
|
BrokerD
|
MKT
| 89
| 5
| 11
| -39
| 39
| 0
| 0
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 101
| 3.2
|
Approved
| 3
|
Tighten stops on momentum names
|
E0287
|
P2516
|
2024-10-04
|
IRA
|
USD
| 604,615
| 14.9
| 1
| 65
|
Industrials:30.0;Utilities:23.1;RealEstate:17.6;Materials:29.3
|
Value:14.9;Growth:21.4;Quality:27.9;Size:10.8;Momentum:10.7;LowVol:14.3
|
HYG:37.5;AMZN:16.7;VOO:45.8
| 1.9
| 152
| 11.2
|
Volatile
| 22.1
| 3.77
| 3.5
| 144
| 10
|
-29:60
| 63
| 0.0093
| false
| false
|
MaxPos5%;NoMargin
| null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| 17
| 15
| 3
| null |
BrokerB
|
MKT
| 90
| 9
| 13
| 69
| 94
| -22
| 16
| null | null |
Normal monitoring
| 144
| 2.9
|
Approved
| 5
|
Within IPS guidelines
|
E0288
|
P4984
|
2025-08-05
|
401k
|
USD
| 899,323
| 14.8
| 1
| 69.5
|
Comm:33.6;Tech:23.7;Industrials:25.4;Materials:17.3
|
Value:20.0;Growth:15.1;Quality:14.0;Size:16.7;Momentum:18.2;LowVol:16.1
|
HYG:15.2;TLT:28.6;VNQ:28.0;MSFT:28.2
| 4.3
| 158
| 10.4
|
Volatile
| 20.9
| 3.55
| 3.2
| 123
| 61
|
37:78
| 86
| 0.0061
| false
| false
|
MaxPos5%;NoMargin
| null |
DriftNear;VarNear
|
Sell
|
Trim extended winner -1.0%
| 14
| -26
| 12
| null |
BrokerD
|
LMT
| 88
| 6
| 12
| -36
| -58
| -39
| 39
| null | null |
Normal monitoring
| 169
| 3.8
| null | 3
|
Increase defensive factor exposure
|
E0289
|
P3650
|
2025-04-27
|
401k
|
USD
| 370,083
| 9.9
| 1
| 36.7
|
Industrials:9.5;Utilities:15.4;Tech:20.5;Comm:26.7;Health:27.9
|
Value:28.1;Growth:14.2;Quality:21.4;Size:15.9;Momentum:10.6;LowVol:9.8
|
VOO:28.7;BND:45.7;XLF:25.6
| 2.3
| 165
| 13.6
|
Bull
| 16
| 4.6
| 2.9
| 114
| 115
|
87:162
| 100
| 0.0185
| false
| false
|
ESGOnly;MaxPos7%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 13
| -7
| 11
| null |
BrokerA
|
MKT
| 95
| 4
| 6
| 69
| 128
| -25
| 28
| null | null |
Normal monitoring
| 214
| 3.8
|
Approved
| 4
|
Tighten stops on momentum names
|
E0290
|
P7228
|
2025-10-06
|
IRA
|
USD
| 888,817
| 6.8
| 1
| 68.8
|
Industrials:26.5;Health:39.0;Financials:34.5
|
Value:12.5;Growth:19.2;Quality:10.6;Size:26.7;Momentum:20.5;LowVol:10.4
|
HYG:38.4;BRK.B:36.1;TLT:25.5
| 4.8
| 146
| 9.6
|
Bull
| 14.5
| 4.14
| 2.3
| 118
| 46
|
25:64
| 57
| 0.0037
| false
| false
|
NoMargin
| null |
DriftNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -10
| -4
| 11
| null |
BrokerC
|
MKT
| 92
| 2
| 8
| -6
| 118
| -46
| 36
| null | null |
Normal monitoring
| 140
| 3.2
| null | 5
|
Within IPS guidelines
|
E0291
|
P5435
|
2024-09-27
|
Roth
|
USD
| 304,102
| 8.1
| 1
| 36.3
|
Consumer:40.5;Comm:42.0;Financials:17.5
|
Value:15.2;Growth:22.8;Quality:21.8;Size:8.1;Momentum:16.1;LowVol:16.0
|
HYG:32.0;MUB:42.9;VTI:25.1
| 2.3
| 126
| 14.9
|
Sideways
| 14.1
| 4.65
| 2.7
| 102
| -2
|
-42:19
| 42
| 0.0141
| false
| false
|
ESGOnly
| null | null |
Sell
|
Trim extended winner -1.0%
| -4
| 5
| 1
| null |
BrokerC
|
LMT
| 88
| 6
| 11
| 30
| 36
| -55
| -21
| null | null |
Normal monitoring
| 183
| 3
|
Approved
| 5
|
Within IPS guidelines
|
E0292
|
P9235
|
2025-06-08
|
Trust
|
USD
| 729,543
| 8.4
| 1
| 63.6
|
Industrials:42.0;Utilities:29.4;RealEstate:28.7
|
Value:11.3;Growth:16.0;Quality:21.0;Size:26.5;Momentum:14.2;LowVol:11.0
|
VTI:19.2;VNQ:42.7;AMZN:38.1
| 4.6
| 110
| 7.1
|
Bear
| 32.8
| 3.8
| 2.2
| 152
| -88
|
-99:-41
| 20
| 0.016
| false
| false
|
NoMargin
| null |
DriftNear
|
Buy
|
Add core equity +1.0% from cash
| 24
| -12
| 5
| null |
BrokerB
|
LMT
| 98
| 1
| 0
| 73
| 106
| -45
| -10
| null | null |
Normal monitoring
| 93
| 1.5
|
Approved
| 3
|
Monitor dispersion and breadth
|
E0293
|
P6970
|
2025-04-05
|
Trust
|
USD
| 1,490,813
| 7.2
| 1
| 41.8
|
Materials:28.5;Financials:13.1;Consumer:29.1;Health:10.5;RealEstate:18.8
|
Value:11.2;Growth:21.3;Quality:13.2;Size:16.3;Momentum:23.4;LowVol:14.6
|
MSFT:30.0;BND:33.6;GLD:15.8;BRK.B:20.6
| 4.3
| 169
| 11.7
|
Volatile
| 23.3
| 4.09
| 4.1
| 118
| 22
|
8:64
| 46
| 0.0173
| false
| false
|
ESGOnly
| null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 8
| -9
| 7
|
Delta:-0.18;Vega:0.05
|
BrokerC
|
MKT
| 89
| 12
| 20
| -9
| -44
| -9
| -22
| null | null |
Normal monitoring
| 106
| 1.6
|
Approved
| 3
|
Tighten stops on momentum names
|
E0294
|
P3095
|
2024-10-04
|
Trust
|
USD
| 1,048,321
| 6.3
| 1.22
| 44.8
|
Materials:43.6;Tech:40.5;Financials:15.9
|
Value:17.5;Growth:16.9;Quality:10.1;Size:20.3;Momentum:19.8;LowVol:15.3
|
TSLA:18.4;HYG:11.1;VTI:29.7;QQQ:19.9;BRK.B:20.9
| 1.6
| 220
| 19.2
|
Sideways
| 19.6
| 4.11
| 3.2
| 122
| 46
|
27:62
| 80
| 0.0044
| false
| true
|
MaxPos7%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 34
| 9
| 10
| null |
BrokerC
|
LMT
| 94
| 10
| 16
| 92
| 186
| -44
| -18
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 117
| 1.2
|
Approved
| 3
|
Increase defensive factor exposure
|
E0295
|
P0674
|
2024-09-28
|
IRA
|
USD
| 872,250
| 5.7
| 1
| 55.7
|
Financials:25.9;Comm:30.7;Utilities:27.9;Energy:15.5
|
Value:18.4;Growth:18.0;Quality:21.2;Size:6.4;Momentum:21.4;LowVol:14.6
|
TLT:37.8;HYG:35.8;GLD:11.6;BRK.B:14.9
| 5.3
| 272
| 20.5
|
Bear
| 23.2
| 3.83
| 2.9
| 136
| -8
|
-33:15
| 45
| 0.018
| false
| true
|
ESGOnly;MaxPos6%;MaxSector35%
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -10
| 12
| 2
| null |
BrokerC
|
VWAP
| 92
| 6
| 12
| 72
| 47
| -16
| 26
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 136
| 3.4
|
SuggestedEdits
| 4
|
Increase defensive factor exposure
|
E0296
|
P4503
|
2024-08-17
|
IRA
|
USD
| 560,767
| 11.1
| 1
| 63.6
|
Energy:42.9;Financials:18.2;Industrials:38.8
|
Value:21.1;Growth:21.5;Quality:17.0;Size:18.1;Momentum:16.1;LowVol:6.3
|
TSLA:46.0;VOO:21.2;VNQ:32.8
| 2.7
| 107
| 8.7
|
Bull
| 14.2
| 4.44
| 3.2
| 106
| 2
|
-18:28
| 37
| 0.0129
| false
| false
|
ESGOnly;MaxSector30%;NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| -13
| 4
| 4
| null |
BrokerD
|
VWAP
| 99
| 10
| 10
| 17
| 96
| -13
| -20
| null | null |
Normal monitoring
| 103
| 1.3
| null | 5
|
Monitor dispersion and breadth
|
E0297
|
P1355
|
2025-11-20
|
IRA
|
USD
| 830,542
| 16.8
| 1
| 51.5
|
Energy:16.3;Materials:28.4;Financials:19.2;Tech:36.2
|
Value:22.6;Growth:19.8;Quality:18.1;Size:12.0;Momentum:9.5;LowVol:18.1
|
IEF:27.6;TLT:10.4;MSFT:15.7;TSLA:35.0;VOO:11.3
| 2.1
| 157
| 11.2
|
Bull
| 13.9
| 3.61
| 2.4
| 73
| 55
|
15:110
| 69
| 0.0194
| false
| false
|
ESGOnly;MaxPos6%
| null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| -10
| 2
| 10
| null |
BrokerA
|
LMT
| 91
| 3
| 10
| 36
| 36
| -33
| 25
| null | null |
Normal monitoring
| 143
| 1.1
|
Approved
| 4
|
Monitor dispersion and breadth
|
E0298
|
P3975
|
2025-09-07
|
Roth
|
USD
| 2,295,322
| 8.4
| 1
| 63
|
Utilities:28.5;Financials:29.5;Health:14.2;RealEstate:27.8
|
Value:19.4;Growth:24.5;Quality:13.8;Size:12.1;Momentum:10.3;LowVol:19.8
|
BRK.B:27.8;VOO:26.7;MUB:45.6
| 2.2
| 131
| 16.5
|
Sideways
| 18
| 4.36
| 3.3
| 116
| 6
|
-15:21
| 60
| 0.0062
| false
| false
|
MaxPos8%
| null | null |
NoAction
|
Within policy bands; defer
| -3
| -18
| 11
| null |
BrokerC
|
LMT
| 0
| 0
| 0
| -16
| -15
| -15
| -6
| null | null |
Normal monitoring
| 143
| 3.4
| null | 3
|
Increase defensive factor exposure
|
E0299
|
P9674
|
2025-03-12
|
Roth
|
USD
| 585,295
| 8.5
| 1
| 72.6
|
Materials:22.7;Tech:25.2;Industrials:20.9;RealEstate:31.2
|
Value:20.2;Growth:17.5;Quality:17.4;Size:19.1;Momentum:15.5;LowVol:10.5
|
VTI:28.2;TSLA:27.7;BRK.B:27.3;HYG:7.5;IEF:9.2
| 4.1
| 130
| 11.2
|
Volatile
| 28.9
| 4.07
| 2.5
| 156
| 38
|
15:64
| 62
| 0.0082
| false
| false
|
ESGOnly;NoMargin
| null |
DriftNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 1
| 3
| 2
| null |
BrokerD
|
LMT
| 89
| 9
| 10
| 113
| 186
| -11
| 23
| null | null |
Normal monitoring
| 111
| 1.1
| null | 3
|
Tighten stops on momentum names
|
E0300
|
P9126
|
2024-08-03
|
Roth
|
USD
| 1,688,107
| 6.3
| 1
| 67.6
|
Tech:16.0;Utilities:24.4;RealEstate:13.3;Financials:23.0;Comm:23.2
|
Value:19.5;Growth:18.8;Quality:9.6;Size:15.7;Momentum:14.2;LowVol:22.2
|
BRK.B:19.4;MUB:25.3;MSFT:21.2;TLT:7.4;QQQ:26.6
| 2.7
| 156
| 19.1
|
Bear
| 29.4
| 4.19
| 2.7
| 198
| 10
|
-22:63
| 39
| 0.0199
| false
| false
|
MaxSector30%
| null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| -10
| -26
| 1
| null |
BrokerB
|
MKT
| 95
| 8
| 7
| 19
| 65
| 4
| 35
| null | null |
Normal monitoring
| 159
| 1.9
| null | 5
|
Monitor dispersion and breadth
|
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