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
E9201
P5470
2025-02-11
IRA
USD
1,011,218
4.9
1
70.4
Utilities:33.1;Consumer:28.6;Tech:38.3
Value:12.1;Growth:11.1;Quality:18.2;Size:9.3;Momentum:21.9;LowVol:27.4
VOO:29.3;BND:10.9;HYG:15.8;AAPL:28.3;VTI:15.8
5.4
171
17.4
Bear
24.6
3.46
2.7
204
-73
-97:-53
5
0.0116
false
false
MaxPos8%;MaxSector30%
null
DriftNear
Buy
Add core equity +1.0% from cash
-13
6
1
null
BrokerB
VWAP
97
11
10
-2
73
-31
29
null
null
Normal monitoring
131
3.7
Approved
3
Monitor dispersion and breadth
E9202
P2085
2024-10-25
Roth
USD
778,315
8.9
1
38.7
Health:33.0;Energy:20.2;Industrials:46.8
Value:13.4;Growth:23.0;Quality:14.9;Size:20.7;Momentum:8.0;LowVol:19.9
VTI:21.4;AAPL:20.2;HYG:23.9;MUB:9.2;IEF:15.2;QQQ:10.0
3.9
153
15.4
Sideways
16.4
3.92
2.6
128
8
-18:53
72
0.0171
false
false
NoMargin
null
VarNear
Rebalance
Shift +1.0% bonds from equity
-14
-17
10
null
BrokerC
LMT
95
5
9
-35
95
-32
30
null
null
Normal monitoring
140
3.7
null
5
Tax-aware sells next window
E9203
P5849
2025-03-14
401k
USD
1,357,953
4.3
1
48.3
Financials:24.2;Consumer:17.4;RealEstate:27.0;Energy:31.4
Value:9.6;Growth:24.7;Quality:19.3;Size:15.8;Momentum:12.2;LowVol:18.4
TLT:20.7;XLF:8.9;VNQ:9.5;BRK.B:30.7;VOO:30.2
3
195
17.6
Volatile
24.9
5.24
2.1
150
-45
-66:-25
45
0.006
false
false
MaxPos7%;MaxSector25%
null
VarNear
Sell
Trim extended winner -1.0%
13
0
11
null
BrokerC
MKT
97
1
7
-24
29
7
0
null
null
Normal monitoring
102
2.8
Approved
4
Monitor dispersion and breadth
E9204
P6061
2025-02-02
401k
USD
639,691
5.3
1
57
Financials:28.8;Materials:14.0;Industrials:19.7;Tech:13.9;Utilities:23.6
Value:13.0;Growth:16.8;Quality:24.8;Size:10.3;Momentum:14.9;LowVol:20.2
MUB:40.4;XLF:38.9;MSFT:20.7
3.1
144
15
Bull
11.7
3.81
3.1
88
74
56:96
89
0.0137
false
false
null
null
null
Rebalance
Shift +1.0% bonds from equity
17
8
11
null
BrokerA
MKT
99
12
9
57
184
18
-23
null
null
Normal monitoring
206
1.9
null
3
Tax-aware sells next window
E9205
P4366
2025-04-05
IRA
USD
1,492,164
8.5
1.11
52.1
Utilities:39.1;Tech:14.3;Comm:21.3;Materials:25.3
Value:9.5;Growth:22.8;Quality:21.7;Size:17.3;Momentum:21.2;LowVol:7.4
AMZN:12.9;HYG:37.9;MUB:49.2
4.1
198
12.6
Bull
15.1
3.57
2.8
109
23
-10:55
43
0.0181
false
true
ESGOnly;MaxPos8%
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
23
12
2
Delta:-0.09;Vega:0.06
BrokerC
VWAP
91
1
5
-41
-32
-32
-4
VAR>budget
Reduce
Risk above budget threshold
125
1.9
null
4
Monitor dispersion and breadth
E9206
P8859
2025-08-31
Taxable
USD
926,723
7.4
1
43
RealEstate:27.2;Materials:18.7;Energy:16.0;Consumer:18.5;Health:19.7
Value:18.1;Growth:17.3;Quality:20.7;Size:10.9;Momentum:11.6;LowVol:21.5
VOO:29.2;VNQ:8.6;QQQ:18.9;AMZN:25.4;BND:10.0;TSLA:8.0
4.7
217
10.5
Volatile
20.7
5.18
3
125
19
-10:50
58
0.0128
false
true
null
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
-2
-19
2
Delta:-0.17;Vega:0.08
BrokerB
LMT
92
12
11
118
159
8
10
VAR>budget
TightenStops
Risk above budget threshold
99
3
null
2
Tighten stops on momentum names
E9207
P3337
2024-11-08
IRA
USD
604,707
8.1
1
57.8
Financials:12.0;Industrials:23.3;Energy:17.2;Consumer:19.9;Health:27.5
Value:16.0;Growth:26.1;Quality:16.5;Size:22.3;Momentum:9.7;LowVol:9.3
VTI:15.4;GLD:10.8;QQQ:36.4;HYG:37.4
4.2
134
13.5
Sideways
15.9
3.86
2.7
133
10
-27:30
67
0.0033
false
false
ESGOnly;MaxPos6%;NoMargin
null
DriftNear
Hedge
Buy index puts 1.0% notional, 30d
23
-19
1
Delta:-0.06;Vega:0.06
BrokerA
LMT
88
2
3
-40
18
20
37
null
null
Normal monitoring
111
1.6
null
5
Monitor dispersion and breadth
E9208
P3153
2025-07-13
Taxable
USD
637,393
6.7
1
43.6
Health:14.7;Financials:38.4;Consumer:33.9;Comm:13.0
Value:13.1;Growth:22.9;Quality:15.4;Size:21.3;Momentum:18.5;LowVol:8.7
TSLA:8.4;AAPL:23.4;XLF:23.3;TLT:18.7;VNQ:26.2
1.8
163
14
Bull
14.9
4.32
2.5
103
98
85:116
100
0.0088
false
false
MaxSector30%;NoMargin
null
VarNear
Sell
Trim extended winner -1.0%
10
-10
12
null
BrokerC
LMT
89
10
9
-10
-45
-7
-18
null
null
Normal monitoring
109
3
null
4
Tax-aware sells next window
E9209
P4203
2024-12-31
IRA
USD
756,377
5.3
1
72.6
Energy:13.6;Utilities:27.1;Industrials:29.9;RealEstate:11.0;Financials:18.5
Value:13.4;Growth:9.0;Quality:16.9;Size:26.9;Momentum:21.1;LowVol:12.8
VOO:26.9;VNQ:17.5;IEF:5.6;GLD:18.3;BRK.B:12.8;HYG:18.8
5.2
216
15.6
Volatile
26.1
4.69
4
133
-25
-60:17
46
0.0057
false
true
MaxSector25%
null
DriftNear;VarNear
Rebalance
Shift +1.0% bonds from equity
10
-18
4
null
BrokerA
LMT
100
3
3
27
71
-14
28
VAR>budget
Reduce
Risk above budget threshold
149
2.5
null
2
Increase defensive factor exposure
E9210
P4484
2025-06-27
Trust
USD
639,712
7.1
1
57.4
Health:35.6;Consumer:24.7;Industrials:39.7
Value:10.9;Growth:14.0;Quality:25.5;Size:16.6;Momentum:22.3;LowVol:10.7
AAPL:10.0;MUB:12.2;AMZN:26.0;TLT:19.7;HYG:32.1
1.1
151
9.2
Volatile
31.2
3.57
2.2
149
6
-29:30
39
0.0052
false
false
NoMargin
null
VarNear
Sell
Trim extended winner -1.0%
20
-15
4
null
BrokerB
MKT
94
12
14
-1
41
-7
-13
null
null
Normal monitoring
126
1.2
Approved
3
Tighten stops on momentum names
E9211
P6295
2024-10-27
Trust
USD
479,074
5.2
1
65
Financials:29.7;Materials:19.8;Utilities:18.9;Health:22.5;Comm:9.2
Value:22.9;Growth:20.3;Quality:15.7;Size:23.0;Momentum:8.6;LowVol:9.5
TLT:25.9;XLF:36.2;MUB:38.0
3.3
112
11.5
Volatile
27.7
4.36
2.1
142
62
50:107
65
0.0198
false
false
MaxPos7%;NoMargin
null
null
Rebalance
Shift +1.0% bonds from equity
30
-25
9
null
BrokerD
VWAP
88
11
15
119
227
7
8
null
null
Normal monitoring
201
1.1
Approved
3
Increase defensive factor exposure
E9212
P7500
2024-11-24
Taxable
USD
505,293
5.7
1
50.4
Materials:21.6;Comm:25.2;Energy:19.1;Tech:18.5;Financials:15.7
Value:13.2;Growth:14.6;Quality:22.9;Size:9.0;Momentum:18.6;LowVol:21.7
BRK.B:34.6;VTI:19.8;MSFT:10.1;TLT:35.5
3
135
11.7
Volatile
20.6
4.29
3.7
126
42
8:74
77
0.0134
false
false
ESGOnly
null
null
NoAction
Within policy bands; defer
12
11
2
null
BrokerC
LMT
0
0
0
29
112
-45
-8
null
null
Normal monitoring
122
1.1
null
4
Within IPS guidelines
E9213
P2655
2025-09-25
IRA
USD
1,552,847
9.8
1.16
51.8
Utilities:14.0;Financials:17.5;Health:21.6;Comm:24.1;Industrials:22.7
Value:22.8;Growth:8.3;Quality:23.9;Size:7.7;Momentum:23.2;LowVol:14.0
VNQ:25.2;VOO:15.2;VTI:6.5;AMZN:21.4;BRK.B:31.6
2.2
198
18.4
Sideways
17.5
4.33
2.8
96
40
17:73
86
0.0052
false
true
null
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
8
11
8
Delta:-0.1;Vega:0.02
BrokerA
MKT
90
7
14
-48
-52
-8
20
VAR>budget
TightenStops
Risk above budget threshold
148
1.3
Approved
3
Monitor dispersion and breadth
E9214
P2449
2025-04-18
Roth
USD
468,930
7.7
1
61.8
Comm:29.8;Energy:38.8;Consumer:31.4
Value:16.2;Growth:21.6;Quality:21.4;Size:21.2;Momentum:11.3;LowVol:8.3
TLT:6.6;AAPL:19.6;AMZN:7.4;VOO:26.2;VTI:22.2;QQQ:18.1
6.6
242
23.9
Bear
31.1
3.84
1.3
202
-120
-148:-65
5
0.0082
true
true
MaxSector35%
null
DriftNear;VarNear
Rebalance
Shift +1.0% bonds from equity
-7
-5
3
null
BrokerD
LMT
97
8
16
113
214
-36
-13
VAR>budget
Hedge
Risk above budget threshold
119
3.1
null
3
Within IPS guidelines
E9215
P3497
2024-11-19
Trust
USD
879,849
5.3
1
62.6
Financials:15.7;Energy:27.9;Health:30.4;Materials:26.0
Value:13.0;Growth:20.1;Quality:15.3;Size:22.5;Momentum:18.9;LowVol:10.3
QQQ:8.7;VNQ:20.3;GLD:17.8;XLF:24.6;TLT:28.6
4.5
152
10.6
Bear
27.4
3.16
2.2
178
-69
-93:-23
8
0.0088
false
false
ESGOnly
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
22
14
11
Delta:-0.1;Vega:0.06
BrokerC
LMT
98
7
15
66
133
-25
13
null
null
Normal monitoring
146
3.7
Approved
5
Monitor dispersion and breadth
E9216
P7508
2025-12-15
401k
USD
296,135
6.6
1
61.4
Tech:21.9;Comm:18.8;Materials:21.9;Financials:14.6;Health:22.9
Value:18.8;Growth:12.7;Quality:8.3;Size:20.0;Momentum:18.6;LowVol:21.6
VNQ:20.5;AAPL:54.7;XLF:24.7
1.8
114
14.2
Bull
13
4.78
3.4
92
72
41:95
84
0.012
false
false
MaxPos7%
null
null
Buy
Add core equity +1.0% from cash
7
1
12
null
BrokerC
LMT
99
7
6
38
90
15
34
null
null
Normal monitoring
150
3.8
null
4
Tax-aware sells next window
E9217
P9503
2025-11-21
401k
USD
360,092
14.9
1
52.1
RealEstate:34.9;Industrials:31.9;Financials:33.2
Value:8.8;Growth:25.5;Quality:16.5;Size:10.2;Momentum:20.3;LowVol:18.7
HYG:8.3;TSLA:30.5;GLD:7.8;QQQ:27.8;VNQ:25.5
4.9
103
10.8
Volatile
25
5.45
2.5
157
-7
-17:25
31
0.0098
false
false
null
null
DriftNear
Rebalance
Shift +1.0% bonds from equity
3
-18
6
null
BrokerD
VWAP
91
11
14
-2
26
-52
39
null
null
Normal monitoring
117
2.1
Approved
4
Tax-aware sells next window
E9218
P2960
2025-10-22
Taxable
USD
834,726
8.3
1
45.7
Comm:29.1;Consumer:36.3;Utilities:34.6
Value:18.8;Growth:14.2;Quality:19.7;Size:14.3;Momentum:14.8;LowVol:18.2
QQQ:11.3;XLF:24.8;TSLA:29.2;VNQ:6.3;VOO:28.3
1.6
123
10.7
Volatile
31.2
5.07
3.2
120
-22
-43:0
44
0.0037
false
false
ESGOnly;MaxPos6%
null
null
NoAction
Within policy bands; defer
6
5
5
null
BrokerB
LMT
0
0
0
85
59
-11
23
null
null
Normal monitoring
143
3.5
null
4
Tighten stops on momentum names
E9219
P0650
2024-09-20
Taxable
USD
475,562
10.2
1
56.5
Health:23.3;Utilities:38.0;Financials:11.7;Tech:27.0
Value:22.2;Growth:11.5;Quality:20.1;Size:12.6;Momentum:15.9;LowVol:17.6
VTI:13.5;IEF:12.9;BND:26.4;MUB:11.7;MSFT:35.5
4.4
120
11.8
Volatile
20.4
5.43
3.9
162
57
32:83
95
0.0033
false
false
ESGOnly;MaxSector30%
null
DriftNear
Buy
Add core equity +1.0% from cash
-14
-3
11
null
BrokerD
MKT
88
12
20
80
181
-6
-17
null
null
Normal monitoring
198
3.3
null
5
Tax-aware sells next window
E9220
P6228
2025-07-25
Roth
USD
1,785,431
7.4
1
67.8
RealEstate:35.1;Materials:42.0;Tech:22.8
Value:16.4;Growth:17.7;Quality:18.0;Size:12.1;Momentum:12.8;LowVol:23.0
MUB:22.4;VOO:36.5;TSLA:22.1;XLF:19.0
4
229
16.5
Volatile
27.9
4.57
3.2
152
76
51:102
100
0.0076
false
true
MaxPos6%
null
VarNear
Rebalance
Shift +1.0% bonds from equity
-15
1
9
null
BrokerD
VWAP
89
1
4
97
156
20
35
VAR>budget
Reduce
Risk above budget threshold
94
1.2
Rejected
2
Tighten stops on momentum names
E9221
P5203
2025-02-16
Roth
USD
2,080,470
9.1
1.15
69.4
Comm:19.9;Utilities:15.3;Industrials:49.3;Energy:15.6
Value:20.9;Growth:19.7;Quality:18.0;Size:14.4;Momentum:18.3;LowVol:8.8
MSFT:15.8;MUB:30.0;XLF:22.7;VNQ:6.2;QQQ:17.7;BRK.B:7.5
4
181
14.2
Bear
33.2
4.23
1.7
188
-107
-147:-59
5
0.0139
false
true
MaxPos7%;MaxSector30%
null
VarNear
Rebalance
Shift +1.0% bonds from equity
-2
7
10
null
BrokerB
MKT
94
10
7
59
84
8
31
VAR>budget
Hedge
Risk above budget threshold
171
3.5
Approved
2
Monitor dispersion and breadth
E9222
P4929
2024-10-03
IRA
USD
900,136
6
1
74.1
Energy:34.8;Tech:25.1;Utilities:24.7;Materials:15.4
Value:7.9;Growth:9.7;Quality:10.6;Size:23.5;Momentum:23.9;LowVol:24.4
VNQ:14.0;AAPL:24.0;BRK.B:27.2;QQQ:34.8
5.6
195
12.1
Bull
13.7
3.54
2.9
97
94
78:121
100
0.015
false
true
MaxPos6%
null
DriftNear;VarNear
Rebalance
Shift +1.0% bonds from equity
4
-16
6
null
BrokerB
MKT
89
2
0
-2
113
5
35
VAR>budget
Hedge
Risk above budget threshold
171
1.5
null
5
Tax-aware sells next window
E9223
P6668
2025-06-15
401k
USD
335,987
7.5
1
58.9
Financials:19.6;Energy:34.2;Tech:33.6;Consumer:12.6
Value:8.1;Growth:13.8;Quality:9.2;Size:22.5;Momentum:22.6;LowVol:23.8
MUB:22.2;VNQ:24.4;AAPL:6.5;HYG:25.1;MSFT:21.7
2.5
159
11.7
Bull
17.3
4
2.7
99
45
22:79
54
0.0063
false
false
MaxPos5%;MaxSector35%
null
VarNear
Rebalance
Shift +1.0% bonds from equity
-10
15
1
null
BrokerB
LMT
98
3
9
98
203
-13
31
null
null
Normal monitoring
94
1.2
null
4
Tighten stops on momentum names
E9224
P6771
2025-11-15
Roth
USD
1,111,797
6.5
1
56.5
Utilities:14.2;Health:33.8;Financials:31.2;Tech:20.8
Value:14.6;Growth:16.1;Quality:21.6;Size:24.9;Momentum:9.1;LowVol:13.6
AMZN:20.6;XLF:11.4;IEF:21.7;HYG:18.2;MSFT:28.1
3.8
258
21.9
Volatile
28.7
4.2
4.1
121
-30
-69:22
33
0.0177
false
true
ESGOnly;MaxSector30%
null
VarNear
Rebalance
Shift +1.0% bonds from equity
-12
-5
5
null
BrokerC
MKT
89
4
4
38
94
19
-19
VAR>budget
Pause
Risk above budget threshold
144
3.5
Approved
4
Tax-aware sells next window
E9225
P8610
2025-11-26
Roth
USD
1,662,615
5.3
1
56.7
Health:13.8;Tech:19.8;RealEstate:24.4;Materials:30.2;Consumer:11.9
Value:19.5;Growth:9.8;Quality:17.5;Size:22.7;Momentum:7.9;LowVol:22.6
AMZN:32.9;XLF:44.6;VNQ:22.5
4.4
191
19.7
Sideways
21.7
3.88
2.6
134
48
35:81
91
0.0192
false
true
MaxPos8%;MaxSector35%
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
25
-15
7
Delta:-0.12;Vega:0.07
BrokerD
LMT
100
6
9
5
102
-6
12
RegimeShift
Reduce
Volatility spike and breadth deterioration
168
2.5
SuggestedEdits
5
Tighten stops on momentum names
E9226
P9177
2024-10-04
IRA
USD
1,221,522
7.5
1
46.5
Industrials:28.8;Materials:23.4;RealEstate:29.7;Comm:18.1
Value:21.8;Growth:20.8;Quality:15.4;Size:19.3;Momentum:14.0;LowVol:8.7
HYG:17.2;BND:13.0;TLT:24.6;XLF:23.9;GLD:21.4
4.6
199
14.9
Bull
17.1
3.79
2.7
93
62
24:77
94
0.014
false
true
MaxSector35%
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
12
-13
12
Delta:-0.15;Vega:0.05
BrokerA
LMT
98
11
9
-3
68
-12
5
VAR>budget
Hedge
Risk above budget threshold
132
2.5
null
3
Monitor dispersion and breadth
E9227
P6436
2025-06-05
Taxable
USD
1,990,930
4.7
1
71.6
Materials:22.3;Industrials:21.4;Tech:20.7;Consumer:15.5;RealEstate:20.1
Value:16.7;Growth:22.8;Quality:23.6;Size:11.9;Momentum:12.6;LowVol:12.4
IEF:20.2;HYG:21.0;BRK.B:21.4;MSFT:12.3;VOO:14.5;AMZN:10.6
4.8
185
16
Volatile
21.6
4.12
2.5
175
-54
-66:-7
16
0.0155
false
true
ESGOnly;MaxSector25%
null
VarNear
Rebalance
Shift +1.0% bonds from equity
12
-15
11
null
BrokerA
LMT
91
11
11
36
25
-22
5
RegimeShift
Reduce
Volatility spike and breadth deterioration
115
1.1
null
4
Within IPS guidelines
E9228
P7409
2025-05-27
IRA
USD
1,441,748
9.1
1
73
Energy:36.9;RealEstate:41.8;Materials:21.3
Value:10.0;Growth:18.5;Quality:14.0;Size:21.8;Momentum:16.4;LowVol:19.3
VNQ:28.3;AMZN:10.7;VOO:14.5;BND:30.2;MUB:16.3
4.9
200
20.2
Bull
12.5
4.82
3.5
86
19
-5:68
59
0.0094
false
true
null
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
9
-5
9
Delta:-0.1;Vega:0.08
BrokerC
MKT
97
1
0
53
72
-43
31
VAR>budget
Hedge
Risk above budget threshold
146
1.8
SuggestedEdits
4
Within IPS guidelines
E9229
P9244
2025-08-09
401k
USD
215,392
10.2
1
65.6
Utilities:19.0;Financials:22.5;RealEstate:24.9;Tech:33.5
Value:19.9;Growth:11.7;Quality:17.3;Size:18.4;Momentum:20.8;LowVol:11.9
AAPL:21.8;MUB:40.7;VNQ:37.4
1.7
100
15.4
Volatile
21.9
4.96
2.9
115
12
-8:27
61
0.0127
false
false
null
null
null
Rebalance
Shift +1.0% bonds from equity
-3
-11
1
null
BrokerA
MKT
89
6
12
28
42
7
32
null
null
Normal monitoring
178
1.2
Approved
5
Tax-aware sells next window
E9230
P2998
2025-03-04
401k
USD
415,133
9.8
1
41.8
RealEstate:23.9;Health:17.8;Tech:35.4;Consumer:11.2;Comm:11.8
Value:15.0;Growth:20.2;Quality:17.7;Size:17.4;Momentum:8.9;LowVol:20.8
MSFT:22.6;HYG:22.4;BND:16.3;AAPL:38.7
3.4
165
11.6
Sideways
16.1
3.8
3.3
120
11
-6:65
44
0.0091
false
false
MaxPos8%;MaxSector25%
null
VarNear
Rebalance
Shift +1.0% bonds from equity
-6
-32
9
null
BrokerC
LMT
95
11
17
38
171
-37
-10
null
null
Normal monitoring
97
1.5
null
4
Increase defensive factor exposure
E9231
P3981
2024-11-25
Roth
USD
668,096
7.6
1
54.7
Industrials:25.1;Comm:15.0;Tech:19.0;Energy:21.2;Health:19.8
Value:11.9;Growth:21.8;Quality:9.0;Size:9.9;Momentum:20.6;LowVol:26.6
BRK.B:21.4;VOO:15.9;AMZN:26.5;TLT:36.2
3.7
167
9.9
Volatile
28.1
4.79
3.8
130
4
-24:43
59
0.0114
false
false
ESGOnly;MaxSector30%;NoMargin
null
VarNear
NoAction
Within policy bands; defer
30
-40
8
null
BrokerB
LMT
0
0
0
55
93
4
13
null
null
Normal monitoring
118
2.8
Approved
5
Monitor dispersion and breadth
E9232
P6746
2025-10-26
IRA
USD
368,548
5
1
57.2
Utilities:24.8;Comm:51.6;Tech:23.6
Value:9.9;Growth:14.0;Quality:23.9;Size:15.2;Momentum:20.1;LowVol:17.0
QQQ:20.7;IEF:14.5;AAPL:26.9;TSLA:25.5;VNQ:12.3
4.1
135
15
Bull
16.3
4.78
3.5
112
45
26:60
79
0.0031
false
false
null
null
DriftNear
Buy
Add core equity +1.0% from cash
-11
-32
2
null
BrokerD
LMT
97
3
4
7
125
3
39
null
null
Normal monitoring
135
3.3
null
3
Within IPS guidelines
E9233
P1428
2024-12-03
401k
USD
1,343,137
8
1
56.3
Tech:41.2;Energy:14.2;Comm:27.4;RealEstate:17.2
Value:16.1;Growth:14.5;Quality:18.6;Size:17.8;Momentum:19.2;LowVol:13.8
VTI:15.9;TLT:15.3;TSLA:25.6;AMZN:25.3;IEF:8.2;VNQ:9.7
1.9
203
12.6
Volatile
25.3
3.53
4.2
175
17
-18:42
47
0.0082
false
true
null
null
VarNear
Rebalance
Shift +1.0% bonds from equity
33
9
7
null
BrokerB
MKT
89
12
12
57
126
-6
-13
VAR>budget
Pause
Risk above budget threshold
97
2
Approved
5
Increase defensive factor exposure
E9234
P3942
2025-01-25
IRA
USD
1,663,625
6.4
1.18
55.8
Utilities:23.9;Tech:49.4;Health:26.7
Value:19.5;Growth:10.1;Quality:14.3;Size:17.2;Momentum:12.7;LowVol:26.2
IEF:39.2;BRK.B:13.0;AAPL:21.1;QQQ:26.7
5.6
198
22.3
Volatile
29.7
4.96
2.5
127
19
2:61
70
0.0105
false
false
MaxSector35%
null
DriftNear;VarNear
Buy
Add core equity +1.0% from cash
22
-6
5
null
BrokerB
LMT
88
1
1
88
139
-34
8
null
null
Normal monitoring
207
1.5
Approved
4
Monitor dispersion and breadth
E9235
P3409
2024-08-10
Taxable
USD
616,520
6.1
1
35.8
Materials:29.0;Energy:11.2;RealEstate:18.3;Industrials:11.1;Health:30.4
Value:9.1;Growth:19.9;Quality:15.8;Size:18.1;Momentum:28.2;LowVol:8.8
BND:17.6;IEF:12.9;BRK.B:8.5;AMZN:12.3;AAPL:30.9;VTI:17.9
2.1
161
8
Volatile
22.2
4.65
4.2
112
-33
-62:-4
37
0.0138
false
false
ESGOnly;MaxPos8%;NoMargin
null
VarNear
Rebalance
Shift +1.0% bonds from equity
16
11
6
null
BrokerC
LMT
95
10
10
86
48
-42
38
null
null
Normal monitoring
204
1.6
null
3
Within IPS guidelines
E9236
P4481
2024-07-12
Trust
USD
2,434,438
8.7
1
61.6
Financials:31.4;RealEstate:27.2;Consumer:19.5;Energy:21.9
Value:9.9;Growth:20.5;Quality:18.7;Size:21.1;Momentum:14.9;LowVol:14.9
BND:18.3;AAPL:8.3;BRK.B:26.1;IEF:21.8;AMZN:25.4
4.7
145
15.6
Volatile
31.2
4.01
3.8
156
21
5:45
54
0.0052
false
false
ESGOnly;MaxPos6%
null
null
NoAction
Within policy bands; defer
-9
-4
2
null
BrokerA
LMT
0
0
0
73
59
-7
36
null
null
Normal monitoring
217
2.4
null
5
Tax-aware sells next window
E9237
P9091
2024-12-20
Trust
USD
150,092
16.2
1
44.7
Utilities:22.7;RealEstate:30.8;Health:30.1;Energy:16.3
Value:7.6;Growth:19.7;Quality:8.1;Size:23.2;Momentum:21.9;LowVol:19.5
TSLA:13.2;BND:19.1;XLF:16.9;HYG:20.7;MSFT:30.0
3.2
160
15.9
Volatile
29.9
4.92
2.5
149
68
55:105
90
0.0097
false
false
ESGOnly;MaxPos7%;MaxSector35%;NoMargin
null
VarNear
Rebalance
Shift +1.0% bonds from equity
25
4
10
null
BrokerA
MKT
88
2
5
34
115
-18
7
null
null
Normal monitoring
154
1.2
null
5
Monitor dispersion and breadth
E9238
P1924
2025-09-21
Taxable
USD
651,360
10
1
59.8
Health:36.2;Tech:29.0;Comm:34.8
Value:8.9;Growth:21.2;Quality:20.7;Size:17.0;Momentum:14.9;LowVol:17.4
TLT:39.9;MUB:32.9;AMZN:27.2
3.6
161
15.8
Volatile
27.9
3.98
2.3
144
15
-23:39
64
0.0069
false
false
ESGOnly;MaxPos7%;MaxSector25%
null
VarNear
Sell
Trim extended winner -1.0%
22
-18
8
null
BrokerB
MKT
88
11
18
39
53
-32
19
null
null
Normal monitoring
190
3.5
Approved
3
Within IPS guidelines
E9239
P1384
2025-08-22
IRA
USD
1,356,777
9.7
1
56.7
Health:18.7;Comm:17.4;Industrials:41.4;RealEstate:22.5
Value:25.3;Growth:8.4;Quality:13.9;Size:13.7;Momentum:15.6;LowVol:23.1
MUB:32.8;BND:33.0;VNQ:34.2
1.9
145
10.6
Sideways
18.1
3.5
3.2
128
26
-2:69
53
0.0109
false
false
ESGOnly
null
null
Sell
Trim extended winner -1.0%
25
12
6
null
BrokerA
VWAP
94
2
8
17
41
-42
22
null
null
Normal monitoring
161
3.3
Approved
3
Monitor dispersion and breadth
E9240
P4571
2025-12-17
401k
USD
401,196
8
1
65.9
Tech:29.4;Comm:25.0;Utilities:25.1;RealEstate:20.6
Value:24.1;Growth:15.8;Quality:11.8;Size:16.9;Momentum:15.0;LowVol:16.5
VOO:23.2;BND:34.1;GLD:13.7;MUB:9.9;XLF:19.2
4.8
155
12.6
Bear
32.1
3.98
1.7
216
-29
-43:-5
28
0.0159
false
false
ESGOnly;MaxSector25%;NoMargin
null
DriftNear;VarNear
Rebalance
Shift +1.0% bonds from equity
17
-10
6
null
BrokerA
MKT
99
1
1
73
45
-45
-16
null
null
Normal monitoring
156
2.6
Approved
5
Within IPS guidelines
E9241
P0427
2025-08-26
Trust
USD
760,769
4.5
1
44.5
Materials:11.7;Health:28.2;Utilities:29.6;Tech:30.5
Value:20.2;Growth:16.7;Quality:17.6;Size:20.2;Momentum:11.5;LowVol:13.8
AAPL:28.2;VNQ:18.5;GLD:27.7;XLF:25.6
2.8
239
19.4
Sideways
14.9
3.98
3.1
131
56
33:105
61
0.005
false
true
MaxSector35%
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
1
-13
8
Delta:-0.14;Vega:0.04
BrokerC
LMT
91
5
2
85
198
-35
-14
RegimeShift
Hedge
Volatility spike and breadth deterioration
115
1
SuggestedEdits
5
Tighten stops on momentum names
E9242
P7585
2025-09-24
IRA
USD
668,651
11.1
1
62.1
Consumer:24.3;Health:17.1;Energy:28.0;Utilities:14.3;Financials:16.3
Value:13.4;Growth:10.2;Quality:12.4;Size:25.1;Momentum:24.9;LowVol:14.0
TLT:17.6;IEF:19.5;BND:63.0
4.5
132
11.6
Bull
13.6
4.16
3.1
85
4
-11:24
37
0.0176
false
false
MaxPos7%
null
DriftNear
Buy
Add core equity +1.0% from cash
14
14
8
null
BrokerA
LMT
88
2
2
36
60
-19
-21
null
null
Normal monitoring
202
1.8
null
5
Monitor dispersion and breadth
E9243
P0744
2025-06-16
Roth
USD
445,798
13.7
1
65.3
Consumer:21.3;Industrials:26.1;Energy:12.5;Comm:20.1;Tech:20.0
Value:13.1;Growth:14.8;Quality:16.6;Size:12.7;Momentum:17.4;LowVol:25.3
MSFT:6.6;QQQ:16.5;HYG:28.0;TLT:16.8;GLD:13.6;VOO:18.5
4.1
153
8.4
Sideways
14.8
3.67
2.8
110
5
-27:43
37
0.0183
false
false
MaxPos8%;NoMargin
null
DriftNear;VarNear
Rebalance
Shift +1.0% bonds from equity
-3
3
9
null
BrokerD
MKT
91
10
7
50
143
-7
8
null
null
Normal monitoring
99
1.9
null
4
Within IPS guidelines
E9244
P2484
2025-07-10
Taxable
USD
779,919
7.3
1
74.6
Consumer:14.4;Materials:21.8;RealEstate:16.6;Health:24.8;Industrials:22.3
Value:11.2;Growth:28.6;Quality:11.2;Size:22.5;Momentum:10.6;LowVol:15.9
AAPL:16.6;TLT:20.7;TSLA:20.1;BRK.B:14.2;HYG:12.9;GLD:15.4
4.8
219
13.8
Bear
25.5
4.44
2.5
191
-69
-84:-37
29
0.0056
false
true
MaxSector35%
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
-10
-6
8
Delta:-0.11;Vega:0.02
BrokerC
MKT
96
4
9
120
163
0
-21
VAR>budget
Reduce
Risk above budget threshold
130
2.9
Approved
4
Monitor dispersion and breadth
E9245
P3850
2024-12-28
Taxable
USD
473,433
16.9
1
36.2
Health:23.3;Consumer:34.8;Industrials:41.9
Value:14.1;Growth:17.0;Quality:19.0;Size:13.3;Momentum:18.0;LowVol:18.5
BND:36.1;AMZN:20.1;AAPL:19.4;MUB:24.4
2.9
153
13.5
Bull
11.3
4.71
3
84
112
75:163
100
0.0045
false
false
ESGOnly;MaxSector25%
null
VarNear
Sell
Trim extended winner -1.0%
-7
-25
6
null
BrokerC
MKT
90
9
12
-17
26
0
7
null
null
Normal monitoring
200
3.2
Approved
5
Increase defensive factor exposure
E9246
P9401
2025-09-30
Roth
USD
847,729
7.4
1
62.6
Consumer:28.8;Comm:29.0;Energy:15.7;Industrials:26.5
Value:19.7;Growth:16.9;Quality:10.8;Size:14.6;Momentum:22.5;LowVol:15.5
XLF:27.6;HYG:22.6;MUB:19.3;GLD:23.3;AAPL:7.2
1.7
122
11.5
Volatile
22.7
4.99
2.1
130
31
-9:67
76
0.012
false
false
MaxSector35%;NoMargin
null
null
NoAction
Within policy bands; defer
-15
-18
10
null
BrokerD
MKT
0
0
0
119
197
6
-20
null
null
Normal monitoring
96
2.7
null
4
Tighten stops on momentum names
E9247
P7283
2025-03-04
IRA
USD
1,019,325
7.9
1
67.1
Consumer:14.3;Financials:41.0;Comm:15.2;Utilities:14.1;Tech:15.4
Value:21.6;Growth:22.1;Quality:13.8;Size:12.2;Momentum:12.8;LowVol:17.5
AAPL:29.9;GLD:44.0;XLF:26.1
3.6
229
12
Bull
14.9
3.53
2.1
113
116
79:166
100
0.0113
false
true
MaxSector35%
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
10
-17
5
Delta:-0.13;Vega:0.06
BrokerB
LMT
99
4
7
24
23
-30
-19
VAR>budget
Hedge
Risk above budget threshold
170
2.3
null
5
Monitor dispersion and breadth
E9248
P3270
2025-10-31
401k
USD
523,631
5.7
1.13
40.4
Industrials:31.8;Utilities:27.7;RealEstate:40.6
Value:18.5;Growth:22.2;Quality:16.6;Size:7.9;Momentum:21.3;LowVol:13.5
TSLA:6.7;BRK.B:20.5;BND:22.4;HYG:11.3;VOO:18.0;GLD:21.1
5.9
175
18.9
Volatile
25.7
4.48
2.3
130
-43
-53:-11
30
0.0061
false
true
ESGOnly
null
DriftNear;VarNear
Rebalance
Shift +1.0% bonds from equity
-13
10
1
null
BrokerC
VWAP
94
6
3
100
89
-37
27
VAR>budget
Hedge
Risk above budget threshold
118
2.4
Approved
4
Increase defensive factor exposure
E9249
P9982
2025-07-04
IRA
USD
1,745,077
8.5
1
72.7
Energy:33.4;Consumer:17.7;RealEstate:16.6;Comm:32.3
Value:14.2;Growth:12.7;Quality:15.2;Size:16.5;Momentum:21.1;LowVol:20.3
IEF:8.6;QQQ:28.2;GLD:16.2;XLF:23.3;VNQ:15.8;VOO:7.9
2.7
160
13.4
Sideways
21.3
3.58
2.2
98
48
9:91
65
0.0042
false
false
ESGOnly
null
VarNear
Sell
Trim extended winner -1.0%
9
7
12
null
BrokerB
LMT
90
5
7
-47
75
-48
-4
null
null
Normal monitoring
105
1.8
null
3
Increase defensive factor exposure
E9250
P1525
2025-07-26
Roth
USD
869,007
12.9
1
73.7
RealEstate:29.8;Tech:11.7;Comm:17.6;Industrials:26.5;Materials:14.4
Value:16.6;Growth:12.1;Quality:21.2;Size:22.7;Momentum:14.2;LowVol:13.2
IEF:15.6;XLF:21.8;TSLA:62.6
1.7
139
10.9
Bull
12.1
4.75
3.1
109
40
11:65
61
0.0194
false
false
NoMargin
null
null
Buy
Add core equity +1.0% from cash
11
-5
5
null
BrokerC
MKT
96
5
12
-34
-67
17
-11
null
null
Normal monitoring
132
3.4
Approved
3
Within IPS guidelines
E9251
P2900
2024-11-04
Roth
USD
715,138
7.8
1
42.8
Industrials:17.9;Materials:35.1;Health:30.5;Financials:16.5
Value:12.0;Growth:22.0;Quality:24.6;Size:11.8;Momentum:12.1;LowVol:17.6
TSLA:18.4;BND:12.9;QQQ:13.8;AAPL:13.7;VTI:22.0;MUB:19.2
1.5
123
10.6
Sideways
21.7
4.08
2.4
109
12
-27:55
58
0.0128
false
false
ESGOnly;MaxPos5%;MaxSector30%
null
null
Buy
Add core equity +1.0% from cash
1
-37
10
null
BrokerA
VWAP
96
5
6
-15
90
-19
38
null
null
Normal monitoring
186
3.2
null
3
Increase defensive factor exposure
E9252
P3029
2025-04-26
401k
USD
417,507
4.1
1
51.5
Tech:18.5;Industrials:27.6;Utilities:15.1;Comm:25.6;Health:13.2
Value:8.5;Growth:13.6;Quality:19.0;Size:12.9;Momentum:22.3;LowVol:23.8
HYG:38.8;AAPL:39.5;XLF:21.7
2.9
172
15.2
Bear
27.4
3.1
2.8
174
-73
-84:-36
22
0.0135
false
true
ESGOnly;MaxSector25%
null
VarNear
Reduce
Cut high-beta sleeve -1.0% and raise cash
12
-16
5
null
BrokerB
MKT
91
12
11
-8
6
-4
-5
RegimeShift
Reduce
Volatility spike and breadth deterioration
208
1.2
SuggestedEdits
3
Within IPS guidelines
E9253
P1763
2025-08-25
401k
USD
1,804,293
5.9
1
58.6
Health:15.7;RealEstate:23.8;Materials:25.0;Comm:16.6;Tech:18.9
Value:20.9;Growth:9.3;Quality:17.1;Size:19.5;Momentum:14.1;LowVol:19.1
MUB:19.7;BRK.B:33.5;AMZN:14.5;GLD:32.3
2.4
126
20.9
Bear
30.3
3.69
2.8
201
-97
-132:-69
5
0.0163
false
false
null
null
null
Sell
Trim extended winner -1.0%
9
-30
8
null
BrokerB
LMT
90
5
4
7
30
-29
19
null
null
Normal monitoring
214
2.6
Approved
5
Tighten stops on momentum names
E9254
P5816
2025-10-12
Taxable
USD
657,227
5.3
1
57.8
Consumer:14.2;Materials:27.5;Energy:25.5;Financials:32.7
Value:12.7;Growth:14.9;Quality:20.0;Size:22.2;Momentum:17.4;LowVol:12.8
BND:19.5;GLD:14.1;BRK.B:25.4;QQQ:22.9;AMZN:18.1
2.4
148
11.7
Bear
27.7
3.78
1.9
206
-109
-139:-67
5
0.0116
false
false
null
null
null
Rebalance
Shift +1.0% bonds from equity
-15
-35
12
null
BrokerC
LMT
100
2
5
97
153
-13
15
null
null
Normal monitoring
201
1.2
null
4
Monitor dispersion and breadth
E9255
P0016
2025-12-26
Trust
USD
793,808
4.4
1
40.2
Health:26.1;Tech:16.5;Comm:26.9;Financials:30.4
Value:18.0;Growth:14.7;Quality:9.9;Size:16.5;Momentum:22.7;LowVol:18.3
VNQ:38.7;BND:25.5;MSFT:10.1;QQQ:25.7
3.2
221
20.6
Sideways
15.8
3.53
2.2
138
29
3:62
56
0.0132
false
true
ESGOnly;MaxPos6%
null
VarNear
Rebalance
Shift +1.0% bonds from equity
-11
-11
2
null
BrokerA
VWAP
91
12
15
11
121
9
-20
VAR>budget
Reduce
Risk above budget threshold
132
1.5
Approved
5
Tighten stops on momentum names
E9256
P7673
2025-03-02
Trust
USD
1,918,851
9
1
44.7
Industrials:18.3;Health:14.1;Tech:24.7;Energy:16.8;RealEstate:26.1
Value:8.9;Growth:16.8;Quality:18.7;Size:17.0;Momentum:20.1;LowVol:18.4
VNQ:28.4;IEF:8.7;HYG:13.8;MUB:18.0;AAPL:31.0
2.4
138
21.9
Volatile
28.9
5.45
4.1
142
-36
-50:-18
45
0.0149
false
false
null
null
null
Sell
Trim extended winner -1.0%
21
4
2
null
BrokerA
MKT
94
12
16
74
105
-4
36
null
null
Normal monitoring
213
3.2
Approved
3
Monitor dispersion and breadth
E9257
P4634
2025-03-05
Roth
USD
1,839,819
6.2
1
69.2
Industrials:15.8;Materials:20.5;Health:25.4;Tech:38.3
Value:19.8;Growth:13.3;Quality:12.1;Size:13.0;Momentum:19.2;LowVol:22.6
XLF:9.7;VNQ:35.4;IEF:9.6;AMZN:18.3;QQQ:27.0
3.3
200
10.1
Sideways
16.6
4.28
3.2
103
14
-21:29
40
0.0066
false
true
MaxPos5%
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
-6
-33
11
Delta:-0.22;Vega:0.04
BrokerD
LMT
95
5
11
70
112
-17
-23
VAR>budget
Reduce
Risk above budget threshold
107
2.1
null
4
Monitor dispersion and breadth
E9258
P5062
2024-07-28
Trust
USD
556,499
5.2
1
72.6
Health:22.1;Industrials:17.7;Consumer:26.7;Financials:33.5
Value:16.2;Growth:7.0;Quality:21.0;Size:24.0;Momentum:20.2;LowVol:11.6
BND:18.2;AMZN:26.3;GLD:8.9;XLF:10.6;TSLA:6.6;BRK.B:29.4
3
122
10.2
Bear
29.4
3.42
1.4
212
-43
-76:9
42
0.0134
false
false
MaxPos5%
null
null
NoAction
Within policy bands; defer
-5
-4
12
null
BrokerD
LMT
0
0
0
17
68
-18
-22
null
null
Normal monitoring
116
3.3
Approved
5
Increase defensive factor exposure
E9259
P2423
2025-05-02
Trust
USD
228,663
8.2
1
63.8
Financials:24.1;Energy:16.3;Tech:17.2;Comm:15.5;RealEstate:26.9
Value:14.7;Growth:12.3;Quality:17.1;Size:13.7;Momentum:20.5;LowVol:21.8
MSFT:10.8;XLF:12.6;BND:21.4;VNQ:21.3;QQQ:15.4;AMZN:18.6
3.1
155
11
Bear
34.4
3.07
2.8
147
-31
-48:-6
19
0.0125
false
false
ESGOnly;MaxPos7%
null
VarNear
Sell
Trim extended winner -1.0%
1
-9
12
null
BrokerA
MKT
94
6
9
16
110
-2
14
null
null
Normal monitoring
218
1.3
Approved
5
Monitor dispersion and breadth
E9260
P6905
2024-07-18
IRA
USD
683,830
5.8
1
41.4
RealEstate:18.9;Consumer:20.7;Materials:33.8;Comm:26.7
Value:15.1;Growth:22.7;Quality:15.2;Size:22.4;Momentum:12.7;LowVol:12.0
VOO:9.9;AMZN:23.0;AAPL:18.6;QQQ:24.2;HYG:24.3
2.1
167
17
Sideways
20.5
3.92
2.9
117
20
-2:73
74
0.0154
false
false
MaxSector30%
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
6
6
4
Delta:-0.12;Vega:0.04
BrokerD
MKT
89
6
12
93
171
18
21
null
null
Normal monitoring
163
1.5
Approved
5
Increase defensive factor exposure
E9261
P1051
2025-06-04
Taxable
USD
694,290
14.5
1
48.7
Tech:16.7;Comm:34.4;Utilities:48.9
Value:12.0;Growth:9.0;Quality:23.4;Size:13.4;Momentum:16.6;LowVol:25.5
GLD:20.6;IEF:21.5;TSLA:34.7;VOO:23.2
3.2
131
14.5
Sideways
21.5
4.54
2.1
93
40
3:85
56
0.0087
false
false
ESGOnly;MaxPos6%;NoMargin
null
null
Rebalance
Shift +1.0% bonds from equity
24
-32
5
null
BrokerC
VWAP
99
8
12
67
67
-6
-16
null
null
Normal monitoring
175
1
Approved
5
Tighten stops on momentum names
E9262
P4651
2024-10-10
Taxable
USD
819,840
5.6
1
61
Tech:14.2;Materials:10.8;Utilities:18.4;Financials:26.2;Industrials:30.3
Value:16.4;Growth:22.1;Quality:7.9;Size:20.6;Momentum:15.0;LowVol:17.9
GLD:27.8;AMZN:13.4;MSFT:26.5;AAPL:32.3
1.5
123
8.6
Bear
30.6
4.05
1.4
172
-111
-136:-68
7
0.0118
false
false
MaxSector30%;NoMargin
null
null
Rebalance
Shift +1.0% bonds from equity
7
-7
11
null
BrokerB
LMT
99
2
8
46
161
-2
11
null
null
Normal monitoring
93
1.8
null
3
Monitor dispersion and breadth
E9263
P7679
2025-09-15
Roth
USD
964,757
8.1
1
59.5
Tech:24.4;Financials:23.5;RealEstate:11.1;Industrials:17.4;Utilities:23.6
Value:27.0;Growth:18.2;Quality:9.9;Size:19.3;Momentum:15.6;LowVol:10.0
BRK.B:14.3;VNQ:21.6;MUB:11.4;AAPL:14.8;TLT:13.9;XLF:24.0
5.8
211
15.5
Bull
12.6
3.88
3.2
111
91
69:119
82
0.0046
false
true
MaxPos8%
null
DriftNear;VarNear
Hedge
Buy index puts 1.0% notional, 30d
5
5
3
Delta:-0.21;Vega:0.06
BrokerA
LMT
91
11
16
6
-27
-25
5
VAR>budget
TightenStops
Risk above budget threshold
206
1.8
null
2
Increase defensive factor exposure
E9264
P1647
2024-07-07
Taxable
USD
758,910
9.4
1
39.2
Materials:25.0;Utilities:30.2;Comm:10.1;Health:10.2;Energy:24.4
Value:13.5;Growth:19.4;Quality:15.4;Size:25.8;Momentum:8.8;LowVol:17.0
AAPL:32.0;AMZN:28.9;TSLA:39.0
4.9
123
12.4
Bull
11.5
4.41
2.6
109
26
16:79
48
0.0197
false
false
MaxPos8%
null
DriftNear
Hedge
Buy index puts 1.0% notional, 30d
20
-9
5
Delta:-0.13;Vega:0.03
BrokerB
VWAP
95
7
14
-29
-14
-17
-7
null
null
Normal monitoring
203
2.7
Approved
4
Tighten stops on momentum names
E9265
P0615
2025-06-24
Roth
USD
328,080
15.3
1
54.2
Industrials:34.4;Comm:24.4;RealEstate:25.9;Materials:15.3
Value:17.0;Growth:13.3;Quality:12.2;Size:11.9;Momentum:29.5;LowVol:16.1
AAPL:27.2;MSFT:31.0;GLD:23.0;HYG:18.7
1.9
150
9.8
Sideways
17.7
4.6
2.5
131
37
0:56
50
0.0033
false
false
null
null
null
Hedge
Buy index puts 1.0% notional, 30d
9
-10
2
Delta:-0.07;Vega:0.06
BrokerC
LMT
97
5
11
-47
47
20
-9
null
null
Normal monitoring
95
3.2
Approved
5
Increase defensive factor exposure
E9266
P3501
2024-12-01
Taxable
USD
480,458
5.7
1
53.6
Comm:26.2;Financials:40.2;Industrials:18.8;Materials:14.8
Value:16.4;Growth:13.4;Quality:10.1;Size:23.2;Momentum:26.1;LowVol:10.8
TSLA:25.1;MSFT:12.4;VOO:15.9;VTI:8.8;BND:22.6;IEF:15.2
1.7
122
9.1
Volatile
20.8
4.86
3.5
143
0
-25:55
36
0.0155
false
false
MaxPos8%
null
null
NoAction
Within policy bands; defer
14
-15
9
null
BrokerC
MKT
0
0
0
70
58
-42
10
null
null
Normal monitoring
130
2
Approved
4
Tighten stops on momentum names
E9267
P9161
2025-06-02
401k
USD
405,072
9.8
1
48
Energy:28.6;RealEstate:25.4;Consumer:46.0
Value:19.2;Growth:15.7;Quality:12.7;Size:19.1;Momentum:19.1;LowVol:14.3
VNQ:38.5;IEF:36.0;AMZN:25.5
4.3
94
10.5
Sideways
15.9
4.94
2.3
112
1
-34:21
65
0.0152
false
false
NoMargin
null
DriftNear
Rebalance
Shift +1.0% bonds from equity
13
-37
7
null
BrokerA
LMT
93
1
0
6
-34
-46
13
null
null
Normal monitoring
203
1.4
Approved
3
Tax-aware sells next window
E9268
P2481
2025-11-03
IRA
USD
387,608
8.2
1
57.9
Comm:37.8;RealEstate:43.9;Financials:18.4
Value:13.1;Growth:23.4;Quality:24.0;Size:10.7;Momentum:14.3;LowVol:14.5
AAPL:28.4;MSFT:25.9;AMZN:14.5;BRK.B:9.6;QQQ:7.5;VTI:14.0
2.5
125
10
Bull
14.1
4.64
2.6
85
109
70:124
96
0.0138
false
false
ESGOnly;MaxSector30%
null
null
Rebalance
Shift +1.0% bonds from equity
13
1
2
null
BrokerA
MKT
90
11
14
-40
9
-45
-19
null
null
Normal monitoring
131
2.6
Approved
3
Within IPS guidelines
E9269
P9026
2025-04-23
Trust
USD
1,213,768
9.3
1
45
Consumer:26.8;Tech:23.6;Financials:30.0;Materials:19.6
Value:25.8;Growth:11.7;Quality:11.9;Size:20.9;Momentum:14.6;LowVol:15.0
MUB:11.1;AMZN:8.0;BND:21.2;VTI:8.0;IEF:21.2;XLF:30.6
1.8
180
16.9
Volatile
31.8
3.52
3.4
137
66
35:106
82
0.0042
false
true
MaxPos8%
null
VarNear
Rebalance
Shift +1.0% bonds from equity
33
-28
12
null
BrokerA
LMT
91
11
16
101
116
-15
-20
RegimeShift
Pause
Volatility spike and breadth deterioration
117
3
null
2
Within IPS guidelines
E9270
P5862
2025-02-01
IRA
USD
853,701
11
1
70.5
Comm:24.1;Utilities:39.6;Industrials:36.3
Value:12.1;Growth:8.2;Quality:13.5;Size:14.6;Momentum:25.8;LowVol:25.8
VOO:13.7;XLF:14.2;BND:9.9;GLD:9.7;AAPL:22.6;TSLA:29.9
2.2
160
10.4
Bull
14.4
4.23
2.9
104
102
88:129
87
0.0048
false
false
MaxPos5%;MaxSector25%;NoMargin
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
11
-30
2
Delta:-0.23;Vega:0.06
BrokerA
MKT
90
12
10
8
2
-12
27
null
null
Normal monitoring
219
3.3
null
3
Monitor dispersion and breadth
E9271
P3666
2024-07-07
Roth
USD
878,231
12.1
1
40.3
Consumer:40.5;Industrials:36.8;Energy:22.7
Value:14.2;Growth:14.2;Quality:13.3;Size:25.0;Momentum:12.5;LowVol:20.9
IEF:29.1;VOO:37.2;MUB:33.7
2.1
101
13.9
Bull
14
4.72
2.9
82
40
2:84
80
0.0034
false
false
ESGOnly
null
null
Rebalance
Shift +1.0% bonds from equity
31
-17
6
null
BrokerA
LMT
93
11
17
82
82
-52
-6
null
null
Normal monitoring
220
3.6
null
5
Tax-aware sells next window
E9272
P2902
2024-08-16
Taxable
USD
744,293
7.7
1
48.2
Financials:22.5;Energy:34.5;Materials:27.0;Health:16.0
Value:16.3;Growth:17.5;Quality:29.2;Size:9.0;Momentum:12.4;LowVol:15.7
MUB:20.1;IEF:25.6;MSFT:19.2;BRK.B:11.3;AAPL:23.8
4.8
136
11.4
Bull
16.4
4.14
3.2
78
100
74:150
100
0.0064
false
false
MaxPos8%;MaxSector30%;NoMargin
null
DriftNear
Rebalance
Shift +1.0% bonds from equity
11
-13
5
null
BrokerB
MKT
97
6
10
2
-14
-34
12
null
null
Normal monitoring
173
1.5
Approved
5
Tighten stops on momentum names
E9273
P5167
2025-06-29
IRA
USD
968,464
5.8
1
70.8
RealEstate:16.4;Health:26.4;Consumer:18.3;Comm:16.9;Utilities:22.0
Value:13.1;Growth:20.9;Quality:19.8;Size:19.3;Momentum:16.0;LowVol:11.0
QQQ:11.9;AMZN:30.8;VOO:23.3;BND:34.0
2.5
129
10.9
Bull
12.2
4.23
2.7
89
15
-6:42
49
0.0118
false
false
null
null
null
Sell
Trim extended winner -1.0%
31
15
4
null
BrokerC
MKT
89
5
3
82
174
7
5
null
null
Normal monitoring
110
1.2
Approved
4
Tax-aware sells next window
E9274
P9138
2025-04-13
Roth
USD
540,448
16.6
1
67.1
Health:22.0;Materials:38.2;Tech:39.8
Value:23.5;Growth:15.5;Quality:12.5;Size:9.7;Momentum:15.5;LowVol:23.3
VTI:33.7;TLT:37.9;IEF:8.6;BND:19.8
2.9
147
7
Sideways
17.8
4.32
2.5
91
11
-17:39
38
0.0199
false
false
MaxPos8%;MaxSector25%
null
null
Buy
Add core equity +1.0% from cash
1
3
10
null
BrokerD
LMT
88
1
0
111
131
-11
20
null
null
Normal monitoring
138
2
Approved
5
Within IPS guidelines
E9275
P9692
2025-12-17
401k
USD
237,377
16.2
1
50.2
Materials:40.3;Industrials:17.1;RealEstate:42.5
Value:19.1;Growth:13.9;Quality:14.2;Size:18.2;Momentum:18.8;LowVol:15.8
AMZN:54.1;GLD:19.0;TLT:26.9
2.4
102
11.4
Bull
12.7
4.06
2.5
95
100
77:151
97
0.0066
false
false
MaxSector25%;NoMargin
null
null
NoAction
Within policy bands; defer
-5
-24
4
null
BrokerA
LMT
0
0
0
13
81
-6
18
null
null
Normal monitoring
118
2.2
null
4
Monitor dispersion and breadth
E9276
P7117
2024-10-29
Taxable
USD
696,084
3.9
1
49.9
Health:42.1;Consumer:28.8;Tech:29.2
Value:22.4;Growth:22.6;Quality:23.1;Size:10.6;Momentum:12.4;LowVol:8.9
TLT:18.7;MSFT:31.8;XLF:11.8;AMZN:37.8
2.7
193
25.5
Bear
30.2
4.1
1.2
155
-90
-128:-74
5
0.0053
false
false
ESGOnly
null
VarNear
Rebalance
Shift +1.0% bonds from equity
17
-13
12
null
BrokerA
LMT
90
10
18
92
212
-13
-25
null
null
Normal monitoring
117
3
Approved
4
Monitor dispersion and breadth
E9277
P3207
2025-12-04
401k
USD
992,245
4.2
1
39.3
Financials:45.3;Tech:24.8;Energy:29.9
Value:8.9;Growth:20.6;Quality:11.6;Size:22.3;Momentum:12.5;LowVol:24.0
BRK.B:13.7;VNQ:35.9;AMZN:50.4
2.1
205
23
Bear
25.9
4.15
2.3
192
-108
-134:-75
5
0.0198
false
true
MaxPos7%;MaxSector25%
null
VarNear
Reduce
Cut high-beta sleeve -1.0% and raise cash
22
-30
11
null
BrokerA
MKT
88
5
2
48
91
1
7
RegimeShift
Reduce
Volatility spike and breadth deterioration
188
1.9
null
5
Increase defensive factor exposure
E9278
P2727
2025-03-03
401k
USD
392,823
10.2
1
71.6
Financials:20.5;Utilities:35.8;Health:11.5;Energy:32.2
Value:21.5;Growth:9.0;Quality:19.6;Size:23.5;Momentum:18.0;LowVol:8.4
MSFT:32.1;VNQ:26.8;IEF:13.1;VTI:28.1
3.7
138
7.9
Volatile
28.1
4.1
2.3
111
-25
-59:2
39
0.01
false
false
ESGOnly;MaxPos5%;MaxSector30%;NoMargin
null
null
Buy
Add core equity +1.0% from cash
10
-18
4
null
BrokerD
LMT
96
6
13
76
172
16
40
null
null
Normal monitoring
209
3
Approved
5
Increase defensive factor exposure
E9279
P6767
2025-01-31
Roth
USD
785,585
13.4
1
59.3
Health:20.7;Financials:33.8;Materials:30.6;Energy:14.9
Value:20.4;Growth:19.4;Quality:20.2;Size:13.6;Momentum:18.2;LowVol:8.2
VNQ:13.0;HYG:18.1;MUB:27.3;AMZN:32.5;BRK.B:9.1
3.8
131
11.2
Bear
34.9
4.43
2.1
185
-91
-127:-62
5
0.016
false
false
MaxPos8%;MaxSector35%;NoMargin
null
null
Rebalance
Shift +1.0% bonds from equity
29
4
11
null
BrokerA
VWAP
89
7
9
-21
14
-13
32
null
null
Normal monitoring
170
2.6
Approved
4
Tax-aware sells next window
E9280
P8269
2025-09-06
Taxable
USD
814,829
11.2
1
48.5
Tech:25.1;Utilities:22.9;Industrials:17.2;Comm:16.2;Consumer:18.6
Value:12.7;Growth:24.1;Quality:8.3;Size:14.1;Momentum:20.1;LowVol:20.8
HYG:21.4;GLD:29.5;MSFT:49.1
5
163
10.1
Bear
23.6
3.98
2.3
175
-14
-39:6
45
0.011
false
false
NoMargin
null
DriftNear;VarNear
Rebalance
Shift +1.0% bonds from equity
0
-38
11
null
BrokerD
MKT
90
3
8
79
188
-35
-3
null
null
Normal monitoring
172
3.6
Approved
3
Tighten stops on momentum names
E9281
P7048
2024-09-02
Roth
USD
516,946
17.6
1
48.8
Materials:25.6;Comm:15.7;Consumer:17.4;RealEstate:41.3
Value:13.2;Growth:19.1;Quality:14.4;Size:14.4;Momentum:21.6;LowVol:17.3
HYG:13.8;BRK.B:30.3;IEF:18.6;TLT:37.2
4.2
127
12.1
Sideways
15.1
3.87
2.9
110
3
-34:39
45
0.0143
false
false
MaxPos8%;NoMargin
null
DriftNear
Sell
Trim extended winner -1.0%
-7
12
4
null
BrokerB
MKT
89
2
9
-18
30
-20
17
null
null
Normal monitoring
138
3.5
null
3
Tax-aware sells next window
E9282
P1726
2025-10-07
Trust
USD
374,876
17.5
1
36.1
RealEstate:23.5;Consumer:24.9;Financials:51.6
Value:17.9;Growth:22.4;Quality:16.2;Size:12.8;Momentum:19.9;LowVol:10.6
GLD:33.3;MUB:27.2;VOO:24.0;IEF:15.5
4.1
128
8.6
Bull
12.3
4.08
3.3
78
40
19:78
65
0.0121
false
false
MaxPos8%;NoMargin
null
DriftNear
Rebalance
Shift +1.0% bonds from equity
12
-25
8
null
BrokerB
VWAP
96
10
9
-43
-25
9
-21
null
null
Normal monitoring
142
1.5
null
5
Monitor dispersion and breadth
E9283
P0466
2025-12-06
401k
USD
165,866
5.4
1
67.9
Utilities:43.6;Consumer:30.6;Materials:25.8
Value:13.6;Growth:25.3;Quality:9.4;Size:11.9;Momentum:28.2;LowVol:11.6
MSFT:28.2;HYG:38.0;GLD:33.8
4.6
100
14.2
Sideways
17
3.89
2.1
111
30
16:49
79
0.0074
false
false
MaxPos7%;MaxSector35%;NoMargin
null
DriftNear
NoAction
Within policy bands; defer
19
-25
8
null
BrokerC
LMT
0
0
0
92
212
-57
24
null
null
Normal monitoring
137
1.8
Approved
3
Tax-aware sells next window
E9284
P2644
2025-08-17
401k
USD
343,650
16
1
52
Financials:34.4;Health:17.8;Utilities:29.8;Materials:17.9
Value:23.7;Growth:20.4;Quality:10.7;Size:22.0;Momentum:11.6;LowVol:11.6
GLD:23.1;AAPL:40.5;MUB:36.4
3.6
95
7.1
Sideways
21.5
4.73
3.4
106
53
25:99
76
0.0184
false
false
ESGOnly;MaxPos6%;NoMargin
null
null
Rebalance
Shift +1.0% bonds from equity
4
-12
4
null
BrokerC
LMT
96
8
7
114
120
-35
-25
null
null
Normal monitoring
186
2.9
Approved
3
Tax-aware sells next window
E9285
P3926
2025-04-10
IRA
USD
928,045
6.9
1
61.9
Consumer:17.2;Health:42.4;Utilities:40.4
Value:9.0;Growth:12.8;Quality:23.7;Size:17.9;Momentum:10.9;LowVol:25.9
VNQ:23.4;MUB:7.8;HYG:32.3;VTI:8.8;XLF:27.7
2.5
123
18.3
Volatile
30.5
5.05
4.1
150
-41
-75:-20
23
0.0132
false
false
MaxSector25%
null
null
Rebalance
Shift +1.0% bonds from equity
26
2
10
null
BrokerB
LMT
95
8
16
61
170
15
12
null
null
Normal monitoring
168
2.4
Approved
4
Within IPS guidelines
E9286
P4420
2025-04-07
401k
USD
785,302
7.1
1
55.9
Materials:12.8;RealEstate:23.9;Energy:24.7;Health:19.3;Financials:19.2
Value:13.5;Growth:16.5;Quality:20.2;Size:11.1;Momentum:21.4;LowVol:17.2
VOO:9.7;VNQ:21.2;AMZN:27.9;GLD:24.8;BND:16.4
2.2
137
15.6
Bull
14.4
3.58
2.5
71
65
45:95
91
0.0042
false
false
ESGOnly;MaxPos6%
null
null
Buy
Add core equity +1.0% from cash
7
-7
12
null
BrokerA
MKT
93
11
17
24
37
-57
11
null
null
Normal monitoring
211
2.7
Approved
3
Tax-aware sells next window
E9287
P2343
2024-08-13
IRA
USD
1,075,867
8.7
1
43.5
RealEstate:39.3;Materials:30.4;Health:30.3
Value:11.4;Growth:29.4;Quality:16.1;Size:8.8;Momentum:16.1;LowVol:18.2
VOO:14.4;GLD:10.9;TLT:33.0;BRK.B:41.7
4.9
174
20.5
Sideways
15.7
4.87
2.7
135
15
2:44
64
0.0195
false
true
MaxPos6%
null
VarNear
Rebalance
Shift +1.0% bonds from equity
-3
12
6
null
BrokerB
MKT
88
10
12
81
94
-37
-9
VAR>budget
Hedge
Risk above budget threshold
181
3.2
Approved
3
Tighten stops on momentum names
E9288
P9460
2025-08-06
Taxable
USD
644,783
5.7
1
64.1
Financials:19.0;Energy:22.3;Comm:26.4;Tech:32.3
Value:21.3;Growth:28.3;Quality:13.0;Size:16.7;Momentum:11.4;LowVol:9.3
QQQ:31.7;MSFT:30.6;IEF:29.5;GLD:8.2
4.9
105
7.4
Bull
17.5
4.12
3.2
116
9
-1:64
69
0.0082
false
false
ESGOnly
null
DriftNear
Sell
Trim extended winner -1.0%
-15
1
8
null
BrokerC
VWAP
94
2
8
106
175
-40
21
null
null
Normal monitoring
203
3.7
Approved
5
Within IPS guidelines
E9289
P1698
2025-11-15
Taxable
USD
528,925
6.4
1
66.4
Financials:11.9;Utilities:25.4;Health:14.7;Tech:22.0;Materials:26.0
Value:9.2;Growth:20.6;Quality:22.6;Size:15.1;Momentum:7.5;LowVol:25.0
TSLA:21.0;BND:26.7;VTI:21.4;VNQ:30.9
5.4
246
21.6
Sideways
19.4
4.83
2.8
102
17
0:51
67
0.0151
false
true
MaxSector30%
null
DriftNear;VarNear
Hedge
Buy index puts 1.0% notional, 30d
-2
-19
8
Delta:-0.25;Vega:0.07
BrokerA
LMT
96
3
1
65
176
-23
24
VAR>budget
Hedge
Risk above budget threshold
184
2.9
SuggestedEdits
2
Tighten stops on momentum names
E9290
P9006
2025-06-22
Taxable
USD
529,569
9.8
1
39.3
Financials:14.5;Energy:27.7;Health:31.7;Utilities:26.1
Value:10.1;Growth:14.5;Quality:14.1;Size:26.0;Momentum:18.6;LowVol:16.8
VNQ:19.8;GLD:13.9;AAPL:13.5;TSLA:26.2;MUB:26.6
1.6
122
10.3
Volatile
31.3
5.32
3.7
168
76
43:105
83
0.0053
false
false
NoMargin
null
null
NoAction
Within policy bands; defer
25
8
9
null
BrokerD
LMT
0
0
0
13
-17
-21
-7
null
null
Normal monitoring
214
3.6
null
4
Tax-aware sells next window
E9291
P1238
2025-11-28
401k
USD
466,609
4.5
1
61.2
RealEstate:13.8;Industrials:36.7;Tech:12.8;Health:36.7
Value:21.4;Growth:20.4;Quality:8.4;Size:21.6;Momentum:16.3;LowVol:11.9
MSFT:7.1;TLT:24.4;TSLA:28.0;MUB:20.8;AAPL:19.7
4.6
220
17.1
Bear
33.4
3.87
1.9
220
-17
-46:21
27
0.0101
false
true
MaxPos6%;MaxSector25%
null
VarNear
Hedge
Buy index puts 1.0% notional, 30d
3
-23
6
Delta:-0.22;Vega:0.04
BrokerD
LMT
91
5
3
40
3
0
-22
RegimeShift
Hedge
Volatility spike and breadth deterioration
109
2.2
SuggestedEdits
4
Within IPS guidelines
E9292
P3920
2024-10-04
Taxable
USD
423,826
7.7
1
62.9
RealEstate:10.6;Financials:27.5;Energy:22.8;Utilities:15.9;Comm:23.2
Value:17.0;Growth:23.4;Quality:12.2;Size:14.3;Momentum:22.1;LowVol:11.0
MUB:40.6;TLT:31.1;VNQ:28.4
2.3
132
15.9
Volatile
23.3
5.16
4.1
151
7
-24:54
50
0.0075
false
false
ESGOnly;MaxPos7%;MaxSector35%
null
null
Rebalance
Shift +1.0% bonds from equity
26
-5
9
null
BrokerC
LMT
92
7
14
26
112
-56
19
null
null
Normal monitoring
189
2.9
Approved
4
Tax-aware sells next window
E9293
P3986
2025-10-07
Taxable
USD
1,438,137
3.8
1
74.6
Comm:38.1;Industrials:46.8;Financials:15.1
Value:18.1;Growth:13.6;Quality:19.8;Size:19.2;Momentum:11.4;LowVol:17.9
GLD:15.9;VNQ:21.7;XLF:36.5;HYG:26.0
5.2
247
20.8
Bull
12.7
4.52
2.4
108
49
24:92
68
0.0142
false
true
MaxSector30%
null
DriftNear;VarNear
Rebalance
Shift +1.0% bonds from equity
11
6
6
null
BrokerA
MKT
99
9
15
-8
-21
-46
-11
RegimeShift
Reduce
Volatility spike and breadth deterioration
110
3
Approved
4
Tax-aware sells next window
E9294
P1438
2025-08-29
Taxable
USD
686,624
7
1
66.9
Materials:42.2;Consumer:21.8;Utilities:36.0
Value:16.1;Growth:11.1;Quality:22.0;Size:14.2;Momentum:13.0;LowVol:23.5
MUB:9.7;VNQ:21.3;VOO:26.9;AMZN:12.3;BRK.B:29.7
4.4
97
12.9
Bear
24.1
3.26
2.7
171
-120
-142:-70
5
0.0071
false
false
MaxPos8%;NoMargin
null
DriftNear
Rebalance
Shift +1.0% bonds from equity
-9
8
11
null
BrokerA
MKT
100
9
6
71
172
10
-1
null
null
Normal monitoring
199
2.6
Approved
5
Tighten stops on momentum names
E9295
P0137
2025-08-21
Roth
USD
453,817
12
1
37.1
Utilities:18.6;Consumer:20.1;Health:61.3
Value:23.2;Growth:20.9;Quality:8.1;Size:11.6;Momentum:14.0;LowVol:22.2
MUB:26.2;BRK.B:26.6;TSLA:15.7;MSFT:5.8;QQQ:12.3;XLF:13.3
4
164
7.4
Volatile
22.8
4.9
2.4
157
5
-8:53
38
0.0086
false
false
ESGOnly;NoMargin
null
VarNear
Rebalance
Shift +1.0% bonds from equity
7
3
11
null
BrokerC
MKT
96
3
9
86
96
-50
24
null
null
Normal monitoring
126
3.5
Approved
5
Within IPS guidelines
E9296
P5517
2024-10-10
Roth
USD
1,612,972
5
1
74.6
RealEstate:31.1;Tech:32.1;Utilities:36.8
Value:17.2;Growth:12.1;Quality:19.4;Size:11.4;Momentum:20.0;LowVol:19.8
AMZN:26.8;HYG:14.9;TLT:58.3
6
230
15.1
Bear
28.2
4.3
2
180
-77
-97:-62
10
0.0186
false
true
null
null
DriftNear;VarNear
Rebalance
Shift +1.0% bonds from equity
17
-6
12
null
BrokerA
LMT
89
12
18
-12
73
7
-24
VAR>budget
Pause
Risk above budget threshold
184
3.1
Approved
2
Tighten stops on momentum names
E9297
P9627
2025-03-23
401k
USD
245,293
8.3
1
55
Health:17.6;Industrials:21.5;Consumer:17.4;Financials:43.5
Value:8.0;Growth:18.9;Quality:15.5;Size:19.3;Momentum:18.5;LowVol:19.8
MUB:51.8;GLD:16.0;IEF:15.3;QQQ:16.8
1.4
97
13.8
Sideways
20.9
4.34
2.2
113
42
2:65
68
0.0035
false
false
ESGOnly;MaxPos5%;MaxSector25%;NoMargin
null
null
Buy
Add core equity +1.0% from cash
-12
-37
4
null
BrokerB
MKT
92
11
17
-56
32
-2
38
null
null
Normal monitoring
184
1.5
null
4
Within IPS guidelines
E9298
P9564
2025-07-19
Trust
USD
661,092
11.6
1
41.1
Materials:45.1;Financials:21.1;Health:33.7
Value:21.7;Growth:21.9;Quality:14.1;Size:10.1;Momentum:20.6;LowVol:11.6
TSLA:13.7;IEF:9.4;XLF:18.3;VTI:19.2;QQQ:18.9;AMZN:20.6
2.1
106
7.1
Bull
14.2
3.98
2.3
87
94
55:145
100
0.0172
false
false
MaxSector30%;NoMargin
null
null
Sell
Trim extended winner -1.0%
-2
-3
12
null
BrokerC
LMT
88
11
9
-17
67
19
-17
null
null
Normal monitoring
152
3
Approved
4
Within IPS guidelines
E9299
P0587
2025-08-18
Roth
USD
339,674
5.9
1
56.2
Materials:26.4;RealEstate:26.0;Energy:17.1;Industrials:15.0;Tech:15.6
Value:19.8;Growth:24.3;Quality:13.2;Size:15.4;Momentum:19.2;LowVol:8.2
HYG:23.6;VTI:20.6;MUB:28.4;GLD:7.0;XLF:20.5
3.8
127
13.8
Bull
16.3
4.48
2.7
80
69
58:96
66
0.0083
false
false
null
null
null
Buy
Add core equity +1.0% from cash
20
-25
8
null
BrokerC
LMT
99
1
1
-9
88
-9
-2
null
null
Normal monitoring
165
3.3
null
3
Increase defensive factor exposure
E9300
P1565
2024-10-03
IRA
USD
532,202
14.9
1
38.7
Energy:24.1;Consumer:25.4;Industrials:15.2;Financials:20.0;Comm:15.4
Value:13.5;Growth:14.0;Quality:17.4;Size:22.3;Momentum:12.0;LowVol:20.9
XLF:51.4;MSFT:33.3;VOO:15.4
4.8
151
11.9
Volatile
30
4.54
2.2
174
-21
-51:7
39
0.0193
false
false
null
null
DriftNear;VarNear
Buy
Add core equity +1.0% from cash
31
-18
8
null
BrokerA
VWAP
89
11
19
-40
-25
13
19
null
null
Normal monitoring
183
3.3
Approved
5
Tax-aware sells next window