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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
E9701
|
P1068
|
2024-08-25
|
Trust
|
USD
| 714,364
| 7.5
| 1
| 74.1
|
Energy:32.0;Materials:15.8;Health:25.4;Consumer:26.9
|
Value:13.2;Growth:16.8;Quality:15.3;Size:21.4;Momentum:12.0;LowVol:21.3
|
VNQ:25.1;GLD:28.5;MUB:30.8;TSLA:15.7
| 4.4
| 112
| 13.1
|
Volatile
| 26.6
| 3.72
| 2.5
| 122
| 67
|
27:91
| 92
| 0.0134
| false
| false
|
MaxSector25%
| null |
DriftNear
|
Sell
|
Trim extended winner -1.0%
| 2
| -20
| 2
| null |
BrokerD
|
VWAP
| 89
| 5
| 10
| 64
| 153
| -10
| 3
| null | null |
Normal monitoring
| 190
| 3.3
| null | 3
|
Tighten stops on momentum names
|
E9702
|
P0776
|
2025-05-12
|
Roth
|
USD
| 778,292
| 12.2
| 1
| 35.3
|
Health:19.2;Industrials:21.0;RealEstate:31.3;Comm:15.6;Materials:12.8
|
Value:23.0;Growth:12.4;Quality:9.5;Size:18.9;Momentum:15.1;LowVol:21.2
|
BRK.B:17.7;VOO:26.7;GLD:30.8;MUB:24.9
| 2
| 152
| 15.7
|
Sideways
| 19.4
| 4.58
| 2.1
| 99
| 23
|
-12:41
| 57
| 0.0129
| false
| false
|
ESGOnly;NoMargin
| null |
VarNear
|
Sell
|
Trim extended winner -1.0%
| 29
| -24
| 11
| null |
BrokerC
|
MKT
| 91
| 4
| 12
| 32
| 75
| -43
| 27
| null | null |
Normal monitoring
| 136
| 1.1
| null | 3
|
Within IPS guidelines
|
E9703
|
P8486
|
2024-12-23
|
Trust
|
USD
| 1,419,130
| 9.3
| 1
| 38
|
Health:22.7;Materials:27.0;Tech:36.6;Energy:13.6
|
Value:10.9;Growth:25.6;Quality:17.4;Size:17.2;Momentum:16.7;LowVol:12.2
|
XLF:30.7;VOO:19.7;MSFT:30.5;AAPL:19.1
| 4.4
| 136
| 18.2
|
Volatile
| 28.7
| 4.9
| 2.3
| 143
| 20
|
5:41
| 72
| 0.0199
| false
| false
|
MaxPos8%;MaxSector30%
| null | null |
Hedge
|
Buy index puts 1.0% notional, 30d
| -9
| -39
| 5
|
Delta:-0.19;Vega:0.08
|
BrokerA
|
MKT
| 94
| 3
| 1
| -43
| -64
| -36
| 27
| null | null |
Normal monitoring
| 218
| 1
| null | 3
|
Monitor dispersion and breadth
|
E9704
|
P6243
|
2025-07-29
|
Roth
|
USD
| 1,440,932
| 9.2
| 1
| 42.5
|
Materials:43.9;Comm:28.9;Financials:27.2
|
Value:21.5;Growth:15.8;Quality:8.9;Size:22.2;Momentum:13.8;LowVol:17.8
|
TSLA:13.7;QQQ:9.1;GLD:21.3;VOO:19.0;VTI:13.9;IEF:23.0
| 1.9
| 187
| 12.9
|
Bear
| 30.9
| 4.12
| 2.6
| 179
| 17
|
-11:61
| 76
| 0.0181
| false
| true
| null | null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 3
| -14
| 10
| null |
BrokerC
|
LMT
| 99
| 4
| 2
| -33
| 101
| -11
| 9
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 113
| 2.6
|
Rejected
| 2
|
Increase defensive factor exposure
|
E9705
|
P6134
|
2025-03-12
|
Trust
|
USD
| 637,251
| 16.3
| 1
| 53.7
|
Health:11.1;Consumer:27.1;Tech:14.7;Materials:21.2;Financials:26.0
|
Value:12.5;Growth:10.0;Quality:21.0;Size:11.9;Momentum:24.5;LowVol:20.1
|
GLD:21.8;QQQ:16.7;TSLA:9.7;XLF:14.8;IEF:15.2;VNQ:21.6
| 4.2
| 106
| 12.2
|
Bull
| 16.7
| 4.69
| 2.4
| 93
| 65
|
45:81
| 96
| 0.0139
| false
| false
|
ESGOnly;NoMargin
| null |
DriftNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| -15
| -13
| 4
|
Delta:-0.13;Vega:0.05
|
BrokerB
|
MKT
| 91
| 10
| 11
| -45
| -5
| -60
| 28
| null | null |
Normal monitoring
| 93
| 1
| null | 4
|
Increase defensive factor exposure
|
E9706
|
P1969
|
2025-08-14
|
401k
|
USD
| 322,495
| 6
| 1
| 63.2
|
Consumer:23.7;Financials:37.4;Health:39.0
|
Value:11.2;Growth:18.6;Quality:16.2;Size:16.6;Momentum:24.4;LowVol:13.0
|
QQQ:39.4;GLD:19.5;AMZN:41.1
| 4.1
| 156
| 12.8
|
Sideways
| 20.7
| 4.64
| 2.8
| 136
| 16
|
-14:64
| 63
| 0.0059
| false
| false
|
ESGOnly;MaxPos6%;MaxSector30%;NoMargin
| null |
DriftNear;VarNear
|
Buy
|
Add core equity +1.0% from cash
| 23
| -6
| 12
| null |
BrokerC
|
MKT
| 96
| 10
| 13
| 82
| 96
| -27
| -2
| null | null |
Normal monitoring
| 128
| 1.6
|
Approved
| 3
|
Tighten stops on momentum names
|
E9707
|
P4571
|
2025-07-16
|
401k
|
USD
| 1,460,426
| 5.5
| 1
| 46.6
|
Materials:28.0;Consumer:31.4;Tech:13.6;RealEstate:27.1
|
Value:16.2;Growth:20.7;Quality:17.4;Size:15.3;Momentum:12.8;LowVol:17.6
|
IEF:16.8;GLD:24.2;VNQ:19.5;BRK.B:26.0;HYG:13.4
| 5.1
| 161
| 19.5
|
Volatile
| 27.3
| 4.71
| 4.3
| 112
| -23
|
-58:-7
| 24
| 0.0107
| false
| false
| null | null |
DriftNear;VarNear
|
NoAction
|
Within policy bands; defer
| -7
| 13
| 2
| null |
BrokerB
|
LMT
| 0
| 0
| 0
| -38
| -6
| -35
| 27
| null | null |
Normal monitoring
| 123
| 3.8
|
Approved
| 5
|
Monitor dispersion and breadth
|
E9708
|
P8957
|
2024-10-16
|
401k
|
USD
| 562,781
| 4
| 1
| 52.9
|
Utilities:19.2;Health:35.7;Financials:24.3;Tech:20.8
|
Value:22.3;Growth:15.2;Quality:18.6;Size:12.2;Momentum:21.9;LowVol:9.8
|
VNQ:37.5;BND:33.6;AMZN:19.4;QQQ:9.5
| 5
| 267
| 27.5
|
Bull
| 16.4
| 3.6
| 2.2
| 78
| 49
|
15:93
| 89
| 0.0149
| false
| true
|
MaxPos8%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 15
| -40
| 3
| null |
BrokerA
|
MKT
| 99
| 1
| 5
| -20
| -32
| -46
| 10
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 101
| 2.3
|
Approved
| 4
|
Increase defensive factor exposure
|
E9709
|
P0888
|
2025-03-21
|
IRA
|
USD
| 1,815,155
| 5.6
| 1
| 63.6
|
Comm:34.0;Tech:24.0;Consumer:42.0
|
Value:20.3;Growth:20.6;Quality:16.6;Size:10.8;Momentum:21.8;LowVol:9.9
|
MSFT:12.6;VTI:23.8;MUB:11.4;VNQ:18.1;GLD:19.8;AMZN:14.3
| 4.7
| 201
| 10.6
|
Bear
| 26.1
| 4.15
| 1.2
| 147
| -103
|
-114:-86
| 5
| 0.0066
| false
| true
|
MaxSector30%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 32
| 15
| 12
| null |
BrokerA
|
MKT
| 95
| 4
| 3
| 2
| 20
| -17
| 16
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 136
| 1.3
|
Approved
| 3
|
Tighten stops on momentum names
|
E9710
|
P3119
|
2025-05-20
|
Trust
|
USD
| 844,186
| 14.9
| 1
| 63.3
|
Health:11.9;Utilities:19.3;Energy:14.6;Financials:25.3;Materials:28.8
|
Value:21.5;Growth:10.8;Quality:15.5;Size:21.1;Momentum:17.9;LowVol:13.1
|
BRK.B:29.9;BND:33.4;AAPL:36.7
| 2.8
| 143
| 13.4
|
Bear
| 30.5
| 3.37
| 1.6
| 189
| -120
|
-138:-68
| 5
| 0.0164
| false
| false
|
ESGOnly;MaxPos7%;NoMargin
| null | null |
Sell
|
Trim extended winner -1.0%
| 15
| -17
| 10
| null |
BrokerA
|
LMT
| 91
| 12
| 10
| 46
| 86
| -28
| 1
| null | null |
Normal monitoring
| 142
| 1.5
|
Approved
| 3
|
Tax-aware sells next window
|
E9711
|
P6201
|
2025-04-08
|
Trust
|
USD
| 363,874
| 6.9
| 1
| 74
|
Energy:36.9;Tech:32.1;Consumer:31.0
|
Value:10.7;Growth:10.9;Quality:17.0;Size:21.4;Momentum:18.5;LowVol:21.5
|
TLT:21.9;VNQ:14.2;QQQ:15.7;GLD:20.4;XLF:16.7;AMZN:11.2
| 3.5
| 229
| 21.5
|
Volatile
| 29.8
| 4.23
| 2.1
| 127
| 33
|
6:87
| 63
| 0.0155
| false
| true
|
MaxPos5%
| null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| -2
| -34
| 11
|
Delta:-0.15;Vega:0.05
|
BrokerC
|
MKT
| 92
| 5
| 12
| 0
| 135
| -41
| 20
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 110
| 3.5
|
Approved
| 4
|
Tighten stops on momentum names
|
E9712
|
P8064
|
2025-02-06
|
IRA
|
USD
| 404,599
| 7.8
| 1
| 55.5
|
Financials:35.4;Health:20.7;Materials:33.2;Consumer:10.7
|
Value:13.2;Growth:13.0;Quality:8.2;Size:23.9;Momentum:26.4;LowVol:15.3
|
QQQ:23.2;TSLA:12.2;VNQ:20.8;GLD:21.9;AAPL:21.9
| 3.4
| 139
| 14.5
|
Volatile
| 21.3
| 4.22
| 2.3
| 166
| -6
|
-40:22
| 36
| 0.0174
| false
| false
|
MaxPos6%;MaxSector25%;NoMargin
| null | null |
Sell
|
Trim extended winner -1.0%
| 32
| -20
| 6
| null |
BrokerD
|
MKT
| 99
| 9
| 15
| 49
| 39
| -11
| 24
| null | null |
Normal monitoring
| 179
| 2.2
|
Approved
| 4
|
Increase defensive factor exposure
|
E9713
|
P6019
|
2025-11-17
|
IRA
|
USD
| 455,539
| 6.3
| 1
| 48.6
|
Health:25.2;Energy:19.5;Industrials:25.5;Tech:19.9;Materials:9.8
|
Value:10.9;Growth:20.0;Quality:14.4;Size:19.6;Momentum:20.0;LowVol:15.0
|
TSLA:17.3;BRK.B:20.1;VOO:19.5;AAPL:14.9;QQQ:11.4;VTI:16.8
| 1.8
| 98
| 14
|
Volatile
| 28
| 4.34
| 3.5
| 112
| 26
|
6:70
| 79
| 0.0102
| false
| false
|
ESGOnly;MaxPos6%
| null | null |
Buy
|
Add core equity +1.0% from cash
| 35
| -23
| 10
| null |
BrokerA
|
MKT
| 90
| 4
| 5
| 17
| 95
| 17
| 23
| null | null |
Normal monitoring
| 103
| 3.1
|
Approved
| 3
|
Tighten stops on momentum names
|
E9714
|
P2629
|
2024-11-16
|
IRA
|
USD
| 617,850
| 14.6
| 1
| 55.2
|
Tech:32.6;Industrials:32.2;Comm:12.6;Energy:22.6
|
Value:21.1;Growth:24.0;Quality:7.3;Size:13.2;Momentum:20.9;LowVol:13.6
|
MSFT:13.8;VTI:27.8;MUB:20.8;BND:8.7;IEF:28.9
| 1.9
| 92
| 15.3
|
Bull
| 14.9
| 4.3
| 2.3
| 97
| 11
|
-8:28
| 46
| 0.0193
| false
| false
|
ESGOnly;MaxSector30%;NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 10
| 2
| 11
| null |
BrokerB
|
MKT
| 97
| 8
| 10
| -20
| 73
| -43
| -8
| null | null |
Normal monitoring
| 119
| 2.6
|
Approved
| 3
|
Monitor dispersion and breadth
|
E9715
|
P9488
|
2025-05-22
|
401k
|
USD
| 354,273
| 13.3
| 1
| 61.7
|
Health:46.9;RealEstate:27.2;Utilities:25.9
|
Value:14.7;Growth:20.8;Quality:17.4;Size:16.2;Momentum:11.0;LowVol:20.0
|
BND:10.9;TLT:11.5;AMZN:13.8;HYG:21.4;VTI:16.9;XLF:25.4
| 1.9
| 149
| 8.4
|
Volatile
| 31.8
| 5.36
| 2.3
| 141
| 76
|
40:115
| 97
| 0.0053
| false
| false
|
MaxPos8%;MaxSector25%
| null | null |
Sell
|
Trim extended winner -1.0%
| 6
| -10
| 12
| null |
BrokerD
|
LMT
| 88
| 5
| 8
| 91
| 131
| 18
| -21
| null | null |
Normal monitoring
| 191
| 2.7
| null | 3
|
Monitor dispersion and breadth
|
E9716
|
P0868
|
2025-01-18
|
IRA
|
USD
| 380,742
| 16.4
| 1
| 39
|
RealEstate:16.6;Industrials:19.0;Health:18.4;Financials:23.2;Comm:22.8
|
Value:14.4;Growth:21.6;Quality:17.9;Size:14.9;Momentum:14.8;LowVol:16.3
|
VNQ:20.4;MUB:19.0;XLF:7.1;BRK.B:21.0;AMZN:19.6;QQQ:12.9
| 1.5
| 162
| 7.4
|
Volatile
| 26.8
| 5.07
| 2.4
| 164
| 8
|
-9:56
| 55
| 0.0046
| false
| false
|
MaxPos8%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 26
| -8
| 2
| null |
BrokerC
|
LMT
| 97
| 6
| 12
| 31
| 13
| -24
| -18
| null | null |
Normal monitoring
| 163
| 3.2
|
Approved
| 3
|
Tighten stops on momentum names
|
E9717
|
P9593
|
2025-06-08
|
401k
|
USD
| 537,340
| 8.7
| 1
| 58.3
|
Tech:21.8;Health:28.9;Utilities:11.9;Industrials:20.8;Energy:16.6
|
Value:16.2;Growth:9.5;Quality:18.5;Size:22.0;Momentum:10.1;LowVol:23.7
|
BRK.B:20.6;TSLA:24.6;TLT:24.0;VNQ:30.8
| 2.8
| 192
| 14.1
|
Bull
| 12
| 4.76
| 2.5
| 103
| 87
|
48:108
| 94
| 0.0078
| false
| true
|
MaxSector30%
| null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| -8
| -2
| 1
| null |
BrokerB
|
LMT
| 95
| 12
| 15
| 7
| 108
| -5
| 39
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 114
| 3.1
|
SuggestedEdits
| 3
|
Within IPS guidelines
|
E9718
|
P8124
|
2025-03-07
|
IRA
|
USD
| 1,062,631
| 8.4
| 1
| 65
|
Tech:13.6;Consumer:30.9;Health:26.3;Financials:29.2
|
Value:17.9;Growth:21.3;Quality:16.5;Size:11.1;Momentum:19.3;LowVol:14.0
|
AAPL:29.5;QQQ:8.6;AMZN:17.6;TLT:29.4;BRK.B:14.9
| 4.9
| 250
| 16
|
Volatile
| 25.4
| 4.38
| 2.8
| 137
| 66
|
30:94
| 91
| 0.0052
| false
| true
|
ESGOnly;MaxPos8%
| null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 23
| -8
| 4
| null |
BrokerC
|
MKT
| 90
| 5
| 3
| 44
| 134
| 15
| -14
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 203
| 0.9
|
SuggestedEdits
| 4
|
Tax-aware sells next window
|
E9719
|
P8638
|
2025-02-11
|
Taxable
|
USD
| 1,268,500
| 9.8
| 1
| 71.2
|
Financials:27.0;Industrials:40.2;Energy:32.8
|
Value:20.2;Growth:22.9;Quality:24.0;Size:10.2;Momentum:8.1;LowVol:14.7
|
TSLA:27.1;TLT:16.7;BRK.B:27.0;QQQ:29.2
| 3.7
| 134
| 11.6
|
Sideways
| 18.9
| 4.69
| 2.9
| 130
| -23
|
-56:18
| 55
| 0.005
| false
| false
|
MaxPos6%;MaxSector30%
| null | null |
NoAction
|
Within policy bands; defer
| -1
| -36
| 10
| null |
BrokerA
|
MKT
| 0
| 0
| 0
| 9
| 136
| -41
| -4
| null | null |
Normal monitoring
| 203
| 2.4
|
Approved
| 4
|
Increase defensive factor exposure
|
E9720
|
P6149
|
2025-07-03
|
Taxable
|
USD
| 731,278
| 17.6
| 1
| 57.6
|
Materials:18.0;RealEstate:13.5;Industrials:31.4;Financials:37.1
|
Value:16.9;Growth:17.5;Quality:17.0;Size:15.9;Momentum:22.7;LowVol:10.0
|
BRK.B:32.5;MSFT:31.7;HYG:35.8
| 1.1
| 134
| 8.6
|
Volatile
| 24.2
| 4.11
| 3.2
| 160
| 52
|
18:105
| 70
| 0.0062
| false
| false
|
MaxPos8%;NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 7
| -32
| 10
| null |
BrokerD
|
MKT
| 94
| 7
| 15
| 11
| -18
| -24
| -20
| null | null |
Normal monitoring
| 107
| 2
| null | 4
|
Within IPS guidelines
|
E9721
|
P2006
|
2024-11-05
|
Trust
|
USD
| 1,374,051
| 5.8
| 1
| 45.2
|
Consumer:13.5;Health:20.6;Utilities:21.8;Materials:20.8;Financials:23.3
|
Value:21.4;Growth:16.3;Quality:11.0;Size:12.9;Momentum:17.7;LowVol:20.6
|
HYG:18.4;XLF:15.2;AMZN:66.4
| 2.2
| 193
| 20.7
|
Volatile
| 27.9
| 3.53
| 3.2
| 142
| 16
|
-6:49
| 68
| 0.0188
| false
| false
|
MaxPos5%
| null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| -8
| 6
| 11
|
Delta:-0.16;Vega:0.08
|
BrokerC
|
LMT
| 97
| 6
| 9
| 83
| 180
| -7
| 16
| null | null |
Normal monitoring
| 109
| 2.2
| null | 4
|
Tighten stops on momentum names
|
E9722
|
P2619
|
2024-12-21
|
Roth
|
USD
| 860,700
| 14.8
| 1
| 73.2
|
Health:15.0;Energy:21.4;Materials:17.5;Tech:23.4;Industrials:22.7
|
Value:21.2;Growth:16.1;Quality:14.9;Size:19.6;Momentum:17.1;LowVol:11.1
|
AMZN:29.1;VNQ:21.7;VTI:49.2
| 3.3
| 96
| 12.6
|
Bull
| 14.7
| 4.73
| 3.1
| 107
| 21
|
-8:39
| 48
| 0.0147
| false
| false
|
MaxSector30%;NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 7
| -26
| 6
| null |
BrokerC
|
MKT
| 99
| 12
| 9
| 93
| 229
| 2
| 14
| null | null |
Normal monitoring
| 180
| 1.7
|
Approved
| 5
|
Monitor dispersion and breadth
|
E9723
|
P2875
|
2024-12-22
|
401k
|
USD
| 769,823
| 6
| 1
| 63.6
|
Financials:29.2;Consumer:22.5;Energy:26.6;Industrials:21.7
|
Value:21.2;Growth:20.4;Quality:20.3;Size:10.7;Momentum:19.1;LowVol:8.4
|
MSFT:32.1;VOO:26.1;AAPL:41.9
| 5.3
| 219
| 21.1
|
Sideways
| 15
| 4.82
| 3
| 122
| -17
|
-49:4
| 48
| 0.0091
| false
| true
|
ESGOnly;MaxPos8%;MaxSector35%
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 10
| -39
| 7
| null |
BrokerB
|
LMT
| 98
| 3
| 4
| 108
| 244
| -45
| 5
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 177
| 1.6
| null | 3
|
Tighten stops on momentum names
|
E9724
|
P9588
|
2025-07-29
|
Trust
|
USD
| 190,706
| 7.4
| 1
| 48.7
|
Utilities:33.3;Tech:42.8;RealEstate:24.0
|
Value:17.0;Growth:20.3;Quality:12.7;Size:13.8;Momentum:14.1;LowVol:22.1
|
HYG:23.0;AAPL:42.8;MSFT:34.1
| 4.7
| 120
| 8.1
|
Volatile
| 27.8
| 4.23
| 3.1
| 110
| 51
|
27:83
| 78
| 0.0137
| false
| false
|
MaxSector30%
| null |
DriftNear
|
Buy
|
Add core equity +1.0% from cash
| 15
| 15
| 7
| null |
BrokerD
|
MKT
| 93
| 5
| 7
| 16
| -12
| 16
| -16
| null | null |
Normal monitoring
| 96
| 2.9
| null | 4
|
Tax-aware sells next window
|
E9725
|
P8343
|
2025-04-07
|
IRA
|
USD
| 1,642,567
| 4.5
| 1.21
| 49.8
|
Consumer:20.1;Utilities:43.3;Health:36.6
|
Value:10.6;Growth:12.8;Quality:17.7;Size:23.8;Momentum:24.4;LowVol:10.8
|
XLF:14.8;VTI:31.9;HYG:41.3;IEF:12.0
| 4.5
| 195
| 23.8
|
Sideways
| 21.4
| 4.74
| 2.4
| 124
| 39
|
24:71
| 87
| 0.0183
| false
| false
|
ESGOnly;MaxSector30%
| null |
VarNear
|
Sell
|
Trim extended winner -1.0%
| 13
| -5
| 11
| null |
BrokerD
|
MKT
| 95
| 10
| 14
| -14
| 117
| -5
| 24
| null | null |
Normal monitoring
| 190
| 2.6
|
Approved
| 3
|
Tax-aware sells next window
|
E9726
|
P1838
|
2025-06-09
|
Roth
|
USD
| 420,710
| 7.2
| 1
| 41.4
|
Financials:40.0;Energy:42.9;Utilities:17.0
|
Value:18.3;Growth:15.4;Quality:15.1;Size:19.3;Momentum:16.0;LowVol:15.8
|
IEF:32.4;BRK.B:51.6;HYG:16.0
| 4
| 222
| 11.8
|
Bull
| 16.2
| 4.8
| 2.6
| 104
| 63
|
25:83
| 64
| 0.0097
| false
| true
| null | null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 7
| -39
| 2
| null |
BrokerA
|
MKT
| 98
| 4
| 4
| 97
| 96
| -10
| -3
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 219
| 1.6
| null | 4
|
Within IPS guidelines
|
E9727
|
P7134
|
2024-11-06
|
Taxable
|
USD
| 1,166,533
| 6.2
| 1
| 66.3
|
Comm:23.6;Utilities:15.1;Industrials:21.1;Energy:24.8;RealEstate:15.4
|
Value:8.2;Growth:19.6;Quality:15.1;Size:26.6;Momentum:22.2;LowVol:8.3
|
GLD:31.6;VOO:23.3;QQQ:21.0;HYG:24.1
| 1.6
| 131
| 17.7
|
Sideways
| 20.1
| 4.56
| 2.2
| 98
| 29
|
-2:71
| 79
| 0.0117
| false
| false
|
MaxPos8%;MaxSector35%
| null | null |
NoAction
|
Within policy bands; defer
| -9
| -35
| 1
| null |
BrokerB
|
LMT
| 0
| 0
| 0
| 45
| 36
| -40
| -23
| null | null |
Normal monitoring
| 108
| 3.1
|
Approved
| 4
|
Tighten stops on momentum names
|
E9728
|
P7556
|
2025-07-07
|
IRA
|
USD
| 1,057,063
| 9.3
| 1
| 39.3
|
Energy:14.8;Tech:13.9;RealEstate:27.0;Financials:25.4;Utilities:19.0
|
Value:10.5;Growth:25.9;Quality:11.3;Size:17.6;Momentum:10.1;LowVol:24.5
|
TSLA:29.6;MSFT:29.2;GLD:11.9;HYG:9.0;MUB:20.3
| 4.9
| 147
| 18.1
|
Volatile
| 22.2
| 4.33
| 3.9
| 173
| 13
|
0:31
| 71
| 0.0085
| false
| false
| null | null | null |
Buy
|
Add core equity +1.0% from cash
| 6
| -1
| 12
| null |
BrokerC
|
LMT
| 90
| 9
| 14
| 25
| 139
| 9
| 29
| null | null |
Normal monitoring
| 204
| 2.4
| null | 5
|
Tax-aware sells next window
|
E9729
|
P8059
|
2025-04-04
|
Roth
|
USD
| 256,265
| 6.7
| 1
| 61.4
|
Health:19.7;Industrials:14.2;Utilities:22.5;Tech:14.8;Comm:28.7
|
Value:20.3;Growth:8.5;Quality:20.3;Size:9.6;Momentum:17.5;LowVol:23.9
|
BRK.B:18.5;XLF:19.3;TSLA:9.6;VOO:25.8;MSFT:6.0;AAPL:20.8
| 3
| 127
| 10.4
|
Bull
| 13.7
| 4.32
| 2.1
| 101
| 119
|
96:167
| 100
| 0.0165
| false
| false
|
ESGOnly;MaxSector25%
| null | null |
Buy
|
Add core equity +1.0% from cash
| -15
| -27
| 7
| null |
BrokerA
|
MKT
| 97
| 11
| 8
| 88
| 187
| -24
| -19
| null | null |
Normal monitoring
| 199
| 1.5
| null | 5
|
Within IPS guidelines
|
E9730
|
P7370
|
2025-09-19
|
Taxable
|
USD
| 569,822
| 14.6
| 1
| 43.6
|
Financials:22.1;Comm:39.2;Health:38.7
|
Value:21.3;Growth:19.9;Quality:16.2;Size:15.7;Momentum:15.3;LowVol:11.6
|
AMZN:17.9;IEF:10.0;VOO:29.9;XLF:20.9;MSFT:21.3
| 1.2
| 123
| 8.8
|
Sideways
| 19.5
| 3.64
| 3.1
| 102
| -20
|
-44:16
| 36
| 0.004
| false
| false
|
MaxPos5%;MaxSector30%;NoMargin
| null | null |
NoAction
|
Within policy bands; defer
| 29
| -2
| 10
| null |
BrokerC
|
MKT
| 0
| 0
| 0
| 71
| 40
| 13
| -17
| null | null |
Normal monitoring
| 94
| 3.1
|
Approved
| 3
|
Tighten stops on momentum names
|
E9731
|
P2329
|
2025-08-14
|
Taxable
|
USD
| 443,427
| 8.8
| 1
| 38.8
|
Utilities:39.2;Tech:18.5;Energy:25.0;Health:17.3
|
Value:16.0;Growth:24.1;Quality:10.5;Size:21.9;Momentum:15.3;LowVol:12.0
|
GLD:22.6;BRK.B:59.9;BND:17.5
| 5.3
| 186
| 21.7
|
Sideways
| 22
| 4.88
| 3.5
| 92
| -15
|
-26:11
| 42
| 0.0189
| false
| false
|
ESGOnly;MaxPos8%
| null |
DriftNear;VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 4
| -20
| 12
|
Delta:-0.16;Vega:0.04
|
BrokerD
|
MKT
| 96
| 9
| 13
| -44
| 30
| -45
| 13
| null | null |
Normal monitoring
| 105
| 1
| null | 5
|
Within IPS guidelines
|
E9732
|
P2173
|
2024-08-13
|
Taxable
|
USD
| 1,367,060
| 7.5
| 1.21
| 40.4
|
Industrials:25.2;Utilities:32.0;Comm:22.6;RealEstate:20.2
|
Value:22.9;Growth:12.2;Quality:16.3;Size:19.5;Momentum:16.2;LowVol:12.9
|
BRK.B:15.5;VTI:19.6;VNQ:36.6;BND:28.4
| 4.4
| 153
| 20
|
Volatile
| 29.6
| 4.63
| 3.6
| 140
| -13
|
-33:25
| 39
| 0.0107
| false
| false
|
ESGOnly;MaxPos8%
| null |
VarNear
|
Sell
|
Trim extended winner -1.0%
| 18
| -19
| 7
| null |
BrokerB
|
LMT
| 96
| 8
| 15
| -14
| -48
| 9
| -20
| null | null |
Normal monitoring
| 114
| 2
|
Approved
| 3
|
Tighten stops on momentum names
|
E9733
|
P4246
|
2025-07-13
|
Taxable
|
USD
| 1,727,327
| 9.9
| 1
| 49.6
|
Financials:30.7;Utilities:31.8;Materials:37.5
|
Value:16.2;Growth:19.9;Quality:19.6;Size:14.1;Momentum:8.7;LowVol:21.5
|
XLF:8.1;QQQ:19.6;GLD:19.7;BND:19.0;BRK.B:33.6
| 2.4
| 193
| 21.8
|
Sideways
| 18.1
| 4.03
| 3.4
| 114
| -27
|
-41:-4
| 40
| 0.0121
| false
| true
| null | null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| -2
| -9
| 5
| null |
BrokerC
|
MKT
| 93
| 9
| 11
| 24
| 36
| 19
| 27
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 119
| 1.8
| null | 3
|
Within IPS guidelines
|
E9734
|
P7941
|
2025-01-23
|
Taxable
|
USD
| 855,007
| 6.4
| 1
| 73.9
|
Materials:23.8;Industrials:29.5;Comm:11.0;Consumer:17.0;Health:18.7
|
Value:24.3;Growth:17.6;Quality:19.6;Size:23.1;Momentum:7.9;LowVol:7.6
|
VNQ:18.3;MSFT:24.4;IEF:24.2;BND:33.1
| 1.8
| 112
| 7.4
|
Bull
| 12.4
| 4.53
| 2.5
| 120
| 90
|
71:140
| 100
| 0.0099
| false
| false
|
ESGOnly
| null | null |
Sell
|
Trim extended winner -1.0%
| 20
| -33
| 11
| null |
BrokerA
|
LMT
| 99
| 7
| 6
| -28
| 93
| -53
| 2
| null | null |
Normal monitoring
| 199
| 1.3
| null | 5
|
Tax-aware sells next window
|
E9735
|
P2972
|
2025-08-07
|
Roth
|
USD
| 1,642,929
| 5.9
| 1.2
| 50.1
|
Tech:20.5;Materials:22.3;Comm:23.2;RealEstate:34.0
|
Value:15.1;Growth:19.8;Quality:19.9;Size:16.0;Momentum:8.1;LowVol:21.2
|
TSLA:20.0;HYG:5.9;VOO:15.2;AAPL:14.7;AMZN:22.9;VNQ:21.4
| 2
| 210
| 14.6
|
Bear
| 34.3
| 3.4
| 1.4
| 134
| 16
|
-13:43
| 54
| 0.0095
| false
| true
|
ESGOnly;MaxSector25%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 9
| -40
| 10
| null |
BrokerD
|
MKT
| 100
| 11
| 14
| 108
| 124
| 11
| 16
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 101
| 2.5
|
SuggestedEdits
| 5
|
Tighten stops on momentum names
|
E9736
|
P4642
|
2025-01-31
|
Roth
|
USD
| 1,715,614
| 5.9
| 1
| 64.9
|
Comm:31.4;Financials:17.1;Tech:31.7;RealEstate:19.8
|
Value:14.1;Growth:25.0;Quality:19.7;Size:21.1;Momentum:9.8;LowVol:10.2
|
AMZN:21.4;VTI:29.0;VNQ:18.9;VOO:30.7
| 3.9
| 183
| 16.2
|
Volatile
| 31.1
| 3.51
| 3.6
| 143
| 68
|
58:86
| 88
| 0.0148
| false
| true
|
MaxSector30%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 24
| -7
| 1
| null |
BrokerC
|
MKT
| 98
| 3
| 2
| 119
| 141
| 11
| 0
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 99
| 1.4
| null | 5
|
Increase defensive factor exposure
|
E9737
|
P2991
|
2025-11-18
|
Trust
|
USD
| 2,369,088
| 9.1
| 1
| 73.1
|
Utilities:31.4;Consumer:27.7;Industrials:16.5;Health:24.4
|
Value:18.3;Growth:16.3;Quality:16.0;Size:15.9;Momentum:12.0;LowVol:21.4
|
HYG:15.5;BND:16.5;VTI:12.0;AAPL:21.4;GLD:20.9;XLF:13.6
| 5.9
| 177
| 14.1
|
Bull
| 16.6
| 4.76
| 3.2
| 85
| 24
|
-12:60
| 79
| 0.0188
| false
| true
|
MaxPos6%;MaxSector35%
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 8
| -13
| 12
| null |
BrokerC
|
LMT
| 91
| 6
| 13
| 22
| -5
| -28
| -21
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 127
| 3.2
|
Approved
| 2
|
Increase defensive factor exposure
|
E9738
|
P5659
|
2025-03-11
|
401k
|
USD
| 731,752
| 8.1
| 1.17
| 40.7
|
Energy:31.5;Consumer:22.1;Materials:13.8;Utilities:18.6;Industrials:14.0
|
Value:14.9;Growth:13.9;Quality:23.7;Size:18.2;Momentum:13.9;LowVol:15.3
|
BRK.B:46.2;QQQ:33.8;IEF:20.1
| 4.8
| 160
| 24.3
|
Bull
| 15
| 4.65
| 3.3
| 79
| 70
|
33:107
| 100
| 0.0111
| false
| false
|
ESGOnly;MaxPos5%
| null | null |
Sell
|
Trim extended winner -1.0%
| 31
| -12
| 6
| null |
BrokerC
|
MKT
| 89
| 2
| 1
| 106
| 107
| -7
| 33
| null | null |
Normal monitoring
| 146
| 2
|
Approved
| 5
|
Within IPS guidelines
|
E9739
|
P8086
|
2025-11-02
|
401k
|
USD
| 170,870
| 12.3
| 1
| 36.7
|
Utilities:22.2;Energy:12.0;Industrials:29.7;Materials:17.1;Health:19.0
|
Value:22.4;Growth:11.7;Quality:16.3;Size:12.4;Momentum:14.1;LowVol:23.2
|
QQQ:27.0;MSFT:33.0;TSLA:8.1;GLD:14.6;TLT:17.3
| 3
| 121
| 8.2
|
Bull
| 13.3
| 3.53
| 2.4
| 109
| 67
|
29:91
| 73
| 0.0076
| false
| false
|
ESGOnly;MaxPos6%;MaxSector35%;NoMargin
| null | null |
NoAction
|
Within policy bands; defer
| -1
| -39
| 12
| null |
BrokerC
|
MKT
| 0
| 0
| 0
| 53
| 58
| -34
| -4
| null | null |
Normal monitoring
| 212
| 3.4
| null | 5
|
Tighten stops on momentum names
|
E9740
|
P5125
|
2025-02-17
|
Roth
|
USD
| 1,768,014
| 6.8
| 1.05
| 43.1
|
Materials:18.0;Health:12.9;Financials:23.6;Comm:21.4;Consumer:24.1
|
Value:15.2;Growth:11.3;Quality:27.5;Size:10.6;Momentum:17.4;LowVol:18.0
|
BND:17.6;XLF:43.4;MSFT:39.0
| 6.2
| 174
| 25
|
Sideways
| 18.9
| 4.78
| 2.8
| 110
| 39
|
13:66
| 69
| 0.0051
| true
| false
|
ESGOnly
| null |
DriftNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| -13
| -16
| 8
|
Delta:-0.11;Vega:0.04
|
BrokerB
|
LMT
| 93
| 2
| 3
| -46
| -9
| -35
| 6
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 191
| 1.7
|
Approved
| 4
|
Within IPS guidelines
|
E9741
|
P4939
|
2025-12-20
|
IRA
|
USD
| 1,954,926
| 9.3
| 1.06
| 41.1
|
Consumer:9.7;Health:27.0;RealEstate:23.6;Comm:20.4;Utilities:19.4
|
Value:17.1;Growth:12.9;Quality:28.8;Size:19.0;Momentum:11.1;LowVol:11.0
|
TLT:15.7;AMZN:11.6;TSLA:25.9;VNQ:20.0;GLD:14.1;XLF:12.7
| 4.7
| 124
| 13.8
|
Bull
| 16
| 3.72
| 3.3
| 106
| 87
|
60:126
| 100
| 0.0043
| false
| false
| null | null | null |
NoAction
|
Within policy bands; defer
| 0
| -13
| 1
| null |
BrokerB
|
MKT
| 0
| 0
| 0
| -3
| 19
| 3
| 5
| null | null |
Normal monitoring
| 144
| 1.4
|
Approved
| 3
|
Within IPS guidelines
|
E9742
|
P6478
|
2024-12-30
|
Taxable
|
USD
| 212,782
| 11.9
| 1
| 35
|
Energy:19.1;Utilities:32.7;Industrials:25.2;Health:13.2;Comm:9.9
|
Value:12.3;Growth:21.7;Quality:18.8;Size:15.2;Momentum:13.0;LowVol:18.9
|
MSFT:47.2;BND:23.9;VNQ:13.2;IEF:15.7
| 1.7
| 93
| 12
|
Bull
| 16.4
| 3.57
| 2.9
| 119
| 112
|
72:164
| 100
| 0.015
| false
| false
|
ESGOnly;MaxPos7%;NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 11
| -29
| 10
| null |
BrokerA
|
LMT
| 98
| 7
| 9
| 106
| 113
| -5
| 3
| null | null |
Normal monitoring
| 141
| 1.5
|
Approved
| 3
|
Tax-aware sells next window
|
E9743
|
P6219
|
2025-08-23
|
Trust
|
USD
| 526,403
| 9.1
| 1
| 35.6
|
Tech:28.6;Consumer:28.1;Industrials:18.0;RealEstate:25.3
|
Value:25.2;Growth:9.4;Quality:8.0;Size:22.2;Momentum:24.7;LowVol:10.5
|
AMZN:8.7;MSFT:14.5;VNQ:29.8;TLT:29.2;GLD:17.8
| 1.7
| 136
| 10.8
|
Sideways
| 16.5
| 3.58
| 3
| 106
| 12
|
-18:34
| 72
| 0.0055
| false
| false
|
NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 22
| -27
| 10
| null |
BrokerC
|
MKT
| 93
| 2
| 4
| 98
| 105
| -52
| 16
| null | null |
Normal monitoring
| 112
| 1.4
| null | 4
|
Within IPS guidelines
|
E9744
|
P1524
|
2025-07-29
|
Taxable
|
USD
| 302,158
| 8.5
| 1
| 47.5
|
Health:25.3;Financials:20.5;Consumer:19.5;Tech:8.3;Energy:26.5
|
Value:18.7;Growth:13.0;Quality:13.5;Size:11.3;Momentum:23.4;LowVol:20.0
|
TSLA:23.1;VNQ:21.0;AAPL:35.5;HYG:20.4
| 1.4
| 93
| 10.7
|
Bear
| 33.9
| 4.18
| 1.5
| 137
| -30
|
-42:-13
| 52
| 0.0042
| false
| false
|
NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 4
| -32
| 2
| null |
BrokerD
|
LMT
| 93
| 10
| 17
| 17
| 31
| -38
| 1
| null | null |
Normal monitoring
| 145
| 2.8
| null | 4
|
Monitor dispersion and breadth
|
E9745
|
P3050
|
2025-10-08
|
IRA
|
USD
| 235,004
| 9
| 1
| 42.8
|
Tech:8.2;Materials:25.1;Utilities:17.3;Consumer:25.9;Comm:23.5
|
Value:13.6;Growth:8.6;Quality:23.3;Size:12.5;Momentum:23.9;LowVol:18.0
|
VNQ:15.4;AAPL:17.4;BRK.B:39.9;TLT:27.3
| 3
| 147
| 7.3
|
Sideways
| 19.9
| 3.8
| 2.7
| 139
| 21
|
11:66
| 74
| 0.0128
| false
| false
|
NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 16
| -26
| 7
| null |
BrokerA
|
LMT
| 94
| 8
| 6
| -30
| -29
| 11
| 31
| null | null |
Normal monitoring
| 212
| 2.5
| null | 4
|
Tax-aware sells next window
|
E9746
|
P9086
|
2025-01-21
|
Taxable
|
USD
| 1,177,651
| 8.4
| 1.13
| 38.6
|
Tech:31.8;Materials:19.8;Consumer:12.4;Financials:20.5;Industrials:15.6
|
Value:22.6;Growth:18.3;Quality:13.5;Size:22.9;Momentum:11.2;LowVol:11.7
|
HYG:23.3;QQQ:18.5;VNQ:24.1;BRK.B:20.4;VOO:13.7
| 3.2
| 179
| 11.3
|
Sideways
| 16.5
| 4.38
| 3
| 93
| 18
|
-15:47
| 58
| 0.0071
| false
| true
|
MaxPos5%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -6
| 7
| 7
| null |
BrokerC
|
MKT
| 88
| 9
| 7
| -9
| -31
| 0
| -17
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 193
| 1.6
|
SuggestedEdits
| 2
|
Tighten stops on momentum names
|
E9747
|
P0684
|
2025-05-17
|
401k
|
USD
| 969,128
| 8
| 1
| 67.9
|
Materials:14.8;Tech:19.9;Financials:17.4;Utilities:32.5;Industrials:15.3
|
Value:20.7;Growth:16.0;Quality:18.1;Size:18.5;Momentum:20.5;LowVol:6.1
|
HYG:32.5;IEF:14.4;BRK.B:12.1;AMZN:21.0;BND:20.0
| 4.2
| 144
| 10.7
|
Bear
| 34.1
| 3.92
| 1.7
| 133
| -39
|
-54:-24
| 36
| 0.0097
| false
| false
|
ESGOnly;MaxPos7%;MaxSector30%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 21
| 13
| 7
| null |
BrokerB
|
MKT
| 94
| 3
| 11
| 110
| 201
| -58
| 36
| null | null |
Normal monitoring
| 135
| 1.9
|
Approved
| 5
|
Monitor dispersion and breadth
|
E9748
|
P1026
|
2025-07-21
|
Trust
|
USD
| 394,166
| 5.9
| 1
| 54.1
|
Materials:24.4;Financials:12.8;Health:17.3;Energy:12.6;RealEstate:32.9
|
Value:15.8;Growth:13.0;Quality:14.6;Size:20.2;Momentum:18.4;LowVol:17.9
|
IEF:21.6;MUB:8.5;HYG:33.7;BND:8.5;AAPL:18.5;GLD:9.3
| 3.3
| 116
| 9.7
|
Bear
| 26.4
| 3.44
| 1.8
| 195
| -108
|
-131:-89
| 5
| 0.0041
| false
| false
|
ESGOnly
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 3
| 7
| 5
| null |
BrokerD
|
MKT
| 95
| 2
| 0
| -2
| -22
| -54
| 39
| null | null |
Normal monitoring
| 207
| 3.5
| null | 5
|
Within IPS guidelines
|
E9749
|
P7258
|
2025-02-19
|
Trust
|
USD
| 446,970
| 8.7
| 1
| 58.7
|
Materials:46.3;Health:24.9;Comm:28.8
|
Value:15.7;Growth:9.4;Quality:20.6;Size:23.8;Momentum:22.1;LowVol:8.3
|
HYG:9.1;GLD:29.1;AAPL:20.5;VTI:11.9;QQQ:19.5;XLF:10.0
| 6.5
| 265
| 22.9
|
Volatile
| 30.2
| 3.9
| 2.3
| 110
| -8
|
-35:45
| 46
| 0.0178
| true
| true
|
ESGOnly;MaxPos7%;MaxSector35%
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 35
| -39
| 11
| null |
BrokerC
|
MKT
| 88
| 3
| 10
| 88
| 62
| -47
| 33
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 174
| 1.5
| null | 4
|
Tax-aware sells next window
|
E9750
|
P1383
|
2025-11-02
|
IRA
|
USD
| 490,199
| 16
| 1
| 46
|
Consumer:42.8;Tech:35.0;Financials:22.3
|
Value:16.8;Growth:19.6;Quality:15.4;Size:18.0;Momentum:17.4;LowVol:12.8
|
MSFT:9.4;MUB:20.5;VOO:23.5;AMZN:16.5;IEF:8.5;BRK.B:21.6
| 3.3
| 109
| 15.3
|
Bear
| 31.2
| 3.13
| 1.3
| 138
| 36
|
11:87
| 52
| 0.0097
| false
| false
|
ESGOnly;MaxSector35%;NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 28
| -28
| 10
| null |
BrokerB
|
MKT
| 97
| 7
| 10
| -10
| 113
| -56
| -5
| null | null |
Normal monitoring
| 120
| 1
|
Approved
| 5
|
Monitor dispersion and breadth
|
E9751
|
P2459
|
2025-12-07
|
IRA
|
USD
| 860,506
| 4
| 1
| 49.9
|
Consumer:34.0;Materials:17.2;RealEstate:48.9
|
Value:11.4;Growth:21.6;Quality:24.0;Size:7.6;Momentum:10.0;LowVol:25.5
|
XLF:46.0;HYG:31.1;MSFT:22.9
| 6.4
| 192
| 17.3
|
Volatile
| 24.8
| 4.74
| 2.6
| 147
| -6
|
-35:35
| 59
| 0.0045
| true
| false
|
MaxPos6%;MaxSector25%
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 11
| -10
| 5
| null |
BrokerB
|
MKT
| 100
| 3
| 6
| 91
| 105
| -14
| 5
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 179
| 2.7
|
Approved
| 4
|
Increase defensive factor exposure
|
E9752
|
P0273
|
2024-07-15
|
IRA
|
USD
| 730,752
| 5.1
| 1
| 43.8
|
Energy:20.6;RealEstate:21.1;Financials:30.0;Comm:19.4;Utilities:8.9
|
Value:22.4;Growth:10.3;Quality:21.4;Size:18.1;Momentum:13.9;LowVol:13.8
|
TLT:15.9;MUB:20.1;GLD:21.5;TSLA:10.4;XLF:7.4;BRK.B:24.6
| 2.3
| 117
| 11.3
|
Bull
| 17
| 3.68
| 2.7
| 73
| 44
|
13:96
| 66
| 0.01
| false
| false
|
NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 20
| -39
| 2
| null |
BrokerC
|
LMT
| 95
| 4
| 11
| -57
| 70
| -31
| -8
| null | null |
Normal monitoring
| 186
| 3
|
Approved
| 4
|
Tax-aware sells next window
|
E9753
|
P7018
|
2024-08-13
|
Trust
|
USD
| 1,991,318
| 9.3
| 1
| 56.8
|
Utilities:38.9;Energy:30.6;Consumer:30.5
|
Value:24.2;Growth:21.4;Quality:18.0;Size:10.1;Momentum:9.3;LowVol:17.0
|
MSFT:25.3;HYG:12.7;QQQ:36.7;BRK.B:8.8;MUB:16.5
| 5.2
| 121
| 11.1
|
Bull
| 11.5
| 4.87
| 2.9
| 78
| 93
|
78:136
| 83
| 0.0073
| false
| false
|
MaxSector25%
| null |
DriftNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 13
| 6
| 2
| null |
BrokerC
|
LMT
| 94
| 12
| 14
| 33
| 54
| 6
| -9
| null | null |
Normal monitoring
| 167
| 2.2
| null | 4
|
Monitor dispersion and breadth
|
E9754
|
P6230
|
2025-12-14
|
IRA
|
USD
| 2,447,812
| 8.4
| 1
| 73.7
|
Tech:43.5;Utilities:31.0;RealEstate:25.5
|
Value:23.2;Growth:19.6;Quality:11.5;Size:11.0;Momentum:21.5;LowVol:13.2
|
AAPL:19.4;XLF:24.0;MUB:11.3;QQQ:20.4;MSFT:18.9;VOO:6.0
| 3.9
| 205
| 11.8
|
Volatile
| 20.5
| 3.9
| 2.5
| 144
| -47
|
-71:-27
| 36
| 0.0057
| false
| true
|
MaxPos8%
| null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 26
| -30
| 8
|
Delta:-0.21;Vega:0.04
|
BrokerB
|
LMT
| 92
| 12
| 10
| 47
| 75
| 1
| 13
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 153
| 3.1
| null | 5
|
Monitor dispersion and breadth
|
E9755
|
P9467
|
2025-04-03
|
Trust
|
USD
| 904,681
| 3.7
| 1
| 70.5
|
Financials:38.0;Health:36.8;Comm:12.9;Industrials:12.2
|
Value:18.2;Growth:9.3;Quality:20.4;Size:21.7;Momentum:12.1;LowVol:18.3
|
VNQ:33.6;HYG:28.8;TSLA:7.9;GLD:29.7
| 2.3
| 198
| 22
|
Bear
| 25.1
| 4.44
| 2.9
| 152
| 18
|
5:63
| 57
| 0.0063
| false
| false
|
ESGOnly;MaxPos5%;MaxSector25%
| null |
VarNear
|
NoAction
|
Within policy bands; defer
| 35
| -35
| 11
| null |
BrokerD
|
MKT
| 0
| 0
| 0
| -34
| -46
| -18
| 8
| null | null |
Normal monitoring
| 200
| 1.6
| null | 5
|
Within IPS guidelines
|
E9756
|
P7044
|
2025-12-04
|
IRA
|
USD
| 423,582
| 17.7
| 1
| 56.4
|
Consumer:25.4;Financials:33.4;RealEstate:41.2
|
Value:10.6;Growth:11.9;Quality:25.5;Size:17.5;Momentum:25.1;LowVol:9.4
|
AAPL:22.7;AMZN:27.0;TSLA:50.2
| 2.6
| 154
| 10.8
|
Sideways
| 14.2
| 4.89
| 3
| 106
| -13
|
-35:20
| 31
| 0.0035
| false
| false
| null | null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| 13
| -12
| 10
| null |
BrokerA
|
LMT
| 92
| 6
| 10
| -5
| 72
| -11
| 26
| null | null |
Normal monitoring
| 203
| 3.6
|
Approved
| 4
|
Within IPS guidelines
|
E9757
|
P7875
|
2025-05-05
|
IRA
|
USD
| 1,976,260
| 8.4
| 1
| 40.7
|
Tech:32.6;Financials:18.0;Energy:49.4
|
Value:16.1;Growth:16.7;Quality:17.6;Size:19.2;Momentum:13.5;LowVol:16.9
|
BRK.B:29.5;BND:14.4;VOO:17.8;QQQ:11.1;MUB:12.4;XLF:14.9
| 3.4
| 155
| 20
|
Bull
| 16.5
| 3.65
| 3.3
| 91
| 11
|
-24:51
| 67
| 0.0135
| false
| false
| null | null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -8
| -21
| 1
| null |
BrokerA
|
LMT
| 88
| 8
| 6
| -15
| 9
| 9
| 21
| null | null |
Normal monitoring
| 97
| 3.4
|
Approved
| 5
|
Tighten stops on momentum names
|
E9758
|
P9279
|
2025-07-06
|
IRA
|
USD
| 514,058
| 5.1
| 1
| 59
|
Energy:12.5;Materials:23.6;Comm:21.8;Utilities:20.7;RealEstate:21.4
|
Value:26.0;Growth:17.3;Quality:12.7;Size:8.7;Momentum:18.5;LowVol:16.9
|
HYG:30.6;TSLA:25.6;IEF:30.0;BND:13.7
| 4.8
| 102
| 12.3
|
Bear
| 34.8
| 3.77
| 1.4
| 134
| 9
|
-18:57
| 70
| 0.0137
| false
| false
|
MaxPos7%
| null |
DriftNear
|
Sell
|
Trim extended winner -1.0%
| 6
| 10
| 1
| null |
BrokerA
|
MKT
| 93
| 7
| 5
| 81
| 158
| -36
| 7
| null | null |
Normal monitoring
| 181
| 1.7
|
Approved
| 4
|
Tax-aware sells next window
|
E9759
|
P1891
|
2025-02-01
|
Taxable
|
USD
| 422,650
| 8.3
| 1
| 44.3
|
Energy:20.6;RealEstate:21.2;Comm:34.2;Financials:24.0
|
Value:11.9;Growth:11.6;Quality:24.9;Size:14.7;Momentum:10.7;LowVol:26.2
|
VNQ:11.6;TSLA:22.4;QQQ:30.6;TLT:35.4
| 4
| 136
| 15.1
|
Bull
| 15.7
| 3.69
| 2.6
| 107
| 26
|
11:56
| 71
| 0.0064
| false
| false
|
MaxPos7%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| -6
| -22
| 2
| null |
BrokerA
|
VWAP
| 94
| 4
| 7
| -25
| 51
| 2
| -6
| null | null |
Normal monitoring
| 90
| 3.5
| null | 4
|
Within IPS guidelines
|
E9760
|
P7509
|
2025-07-24
|
Taxable
|
USD
| 1,084,524
| 7.3
| 1
| 70.6
|
Consumer:22.2;Industrials:27.7;RealEstate:50.1
|
Value:14.4;Growth:17.9;Quality:17.6;Size:17.2;Momentum:17.2;LowVol:15.6
|
BRK.B:26.3;AAPL:14.8;IEF:8.5;AMZN:20.7;XLF:10.1;BND:19.6
| 2.8
| 132
| 14.4
|
Bear
| 30.9
| 3.91
| 2.2
| 137
| -69
|
-84:-22
| 21
| 0.0083
| false
| false
| null | null | null |
Rebalance
|
Shift +1.0% bonds from equity
| -12
| -7
| 5
| null |
BrokerD
|
MKT
| 92
| 7
| 7
| 89
| 228
| -46
| -10
| null | null |
Normal monitoring
| 92
| 2.2
| null | 5
|
Tighten stops on momentum names
|
E9761
|
P0920
|
2025-09-29
|
Trust
|
USD
| 1,427,668
| 8.2
| 1
| 60
|
Financials:29.5;Comm:15.2;Industrials:24.6;Utilities:30.7
|
Value:22.7;Growth:13.6;Quality:23.1;Size:9.3;Momentum:8.3;LowVol:23.0
|
AMZN:32.0;QQQ:20.8;BRK.B:47.3
| 5.4
| 163
| 22.3
|
Bull
| 14.5
| 4.43
| 3.3
| 84
| 120
|
98:154
| 100
| 0.0058
| false
| false
|
ESGOnly;MaxPos8%;MaxSector30%
| null |
DriftNear
|
Buy
|
Add core equity +1.0% from cash
| 28
| 6
| 10
| null |
BrokerD
|
MKT
| 98
| 4
| 7
| 50
| 71
| -28
| 35
| null | null |
Normal monitoring
| 122
| 2.1
| null | 3
|
Monitor dispersion and breadth
|
E9762
|
P6793
|
2024-07-15
|
Roth
|
USD
| 833,198
| 13.1
| 1
| 48.1
|
Tech:26.0;Utilities:36.5;Materials:37.5
|
Value:15.9;Growth:20.5;Quality:7.2;Size:21.9;Momentum:22.2;LowVol:12.3
|
AAPL:23.7;VOO:23.4;HYG:31.3;BRK.B:21.6
| 3.8
| 114
| 11.3
|
Bull
| 15.9
| 4.73
| 2.5
| 107
| 25
|
-6:55
| 65
| 0.0102
| false
| false
|
MaxPos8%;MaxSector30%;NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 8
| -14
| 12
| null |
BrokerA
|
LMT
| 90
| 7
| 6
| 87
| 176
| -24
| -16
| null | null |
Normal monitoring
| 126
| 1.4
|
Approved
| 4
|
Tighten stops on momentum names
|
E9763
|
P2283
|
2024-08-30
|
401k
|
USD
| 1,043,690
| 5.9
| 1
| 42.5
|
Health:19.1;Materials:47.5;Utilities:16.7;RealEstate:16.7
|
Value:8.8;Growth:19.7;Quality:17.2;Size:16.1;Momentum:20.2;LowVol:17.9
|
MUB:27.9;VNQ:22.9;BND:17.5;MSFT:31.8
| 2.3
| 157
| 17.2
|
Volatile
| 23
| 3.57
| 3.6
| 169
| -6
|
-18:26
| 63
| 0.0113
| false
| false
|
MaxPos5%;MaxSector35%
| null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| 25
| -39
| 3
| null |
BrokerC
|
LMT
| 95
| 9
| 6
| 46
| 123
| -28
| 5
| null | null |
Normal monitoring
| 200
| 1
|
Approved
| 4
|
Increase defensive factor exposure
|
E9764
|
P6110
|
2025-08-21
|
Trust
|
USD
| 1,891,384
| 9.1
| 1
| 73.5
|
RealEstate:20.9;Energy:16.4;Materials:32.1;Consumer:30.7
|
Value:12.6;Growth:19.9;Quality:10.0;Size:17.3;Momentum:19.8;LowVol:20.4
|
AAPL:10.8;XLF:21.9;MSFT:12.1;TSLA:20.3;BRK.B:20.3;BND:14.6
| 2.2
| 140
| 11.3
|
Sideways
| 16.1
| 4.97
| 2.3
| 113
| 35
|
0:66
| 62
| 0.0161
| false
| false
|
MaxPos6%;MaxSector25%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 7
| -17
| 10
| null |
BrokerB
|
VWAP
| 98
| 11
| 14
| 39
| 165
| -52
| -14
| null | null |
Normal monitoring
| 188
| 2.3
| null | 4
|
Monitor dispersion and breadth
|
E9765
|
P3932
|
2024-12-13
|
401k
|
USD
| 1,362,824
| 6.1
| 1
| 47.7
|
Health:13.3;Utilities:44.3;Consumer:28.2;Materials:14.2
|
Value:15.3;Growth:18.2;Quality:19.2;Size:16.0;Momentum:14.6;LowVol:16.7
|
MUB:28.1;AMZN:16.6;IEF:28.3;HYG:27.0
| 5.8
| 151
| 21.9
|
Sideways
| 14.8
| 4.82
| 2.1
| 101
| 17
|
1:54
| 43
| 0.0187
| false
| false
|
MaxPos7%;MaxSector25%
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 25
| 13
| 12
| null |
BrokerB
|
MKT
| 91
| 4
| 6
| -2
| -9
| -52
| 4
| null | null |
Normal monitoring
| 146
| 3.1
| null | 4
|
Tax-aware sells next window
|
E9766
|
P7024
|
2024-10-28
|
401k
|
USD
| 1,047,371
| 7.2
| 1
| 72.8
|
Financials:32.5;Consumer:36.1;Industrials:31.4
|
Value:18.2;Growth:14.2;Quality:12.5;Size:19.7;Momentum:18.6;LowVol:16.9
|
MUB:21.6;VNQ:28.3;IEF:21.9;AAPL:28.2
| 2.1
| 182
| 17.5
|
Bear
| 28.3
| 4.29
| 1.1
| 217
| -109
|
-147:-91
| 5
| 0.0095
| false
| true
| null | null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 2
| -26
| 8
| null |
BrokerD
|
LMT
| 98
| 10
| 14
| 90
| 157
| -33
| -6
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 109
| 2.7
|
SuggestedEdits
| 5
|
Tighten stops on momentum names
|
E9767
|
P4766
|
2025-03-31
|
401k
|
USD
| 456,105
| 6.6
| 1
| 39.7
|
Consumer:10.7;Industrials:12.2;Tech:18.4;Comm:29.4;RealEstate:29.3
|
Value:20.4;Growth:11.0;Quality:14.2;Size:16.4;Momentum:19.9;LowVol:18.0
|
QQQ:36.2;AMZN:40.0;MUB:23.9
| 2.3
| 120
| 11.9
|
Sideways
| 20
| 3.93
| 2.2
| 90
| -26
|
-59:-5
| 53
| 0.0078
| false
| false
|
NoMargin
| null | null |
Sell
|
Trim extended winner -1.0%
| -15
| -7
| 4
| null |
BrokerA
|
LMT
| 97
| 3
| 11
| 17
| -9
| -27
| 8
| null | null |
Normal monitoring
| 185
| 3.1
|
Approved
| 3
|
Increase defensive factor exposure
|
E9768
|
P6250
|
2025-10-24
|
401k
|
USD
| 1,580,102
| 9.9
| 1
| 66.8
|
Comm:25.2;Energy:21.7;Materials:13.3;RealEstate:22.2;Consumer:17.6
|
Value:11.1;Growth:8.9;Quality:19.4;Size:19.9;Momentum:19.9;LowVol:20.9
|
BND:19.2;TLT:12.8;GLD:49.9;MUB:18.1
| 4.3
| 230
| 16.3
|
Bull
| 15.6
| 4.51
| 3.3
| 104
| 80
|
65:100
| 100
| 0.0056
| false
| true
|
MaxSector35%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 13
| -40
| 2
| null |
BrokerA
|
LMT
| 99
| 11
| 14
| 83
| 137
| 1
| -18
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 105
| 1.7
|
SuggestedEdits
| 3
|
Tighten stops on momentum names
|
E9769
|
P7531
|
2025-12-09
|
Roth
|
USD
| 411,883
| 9.4
| 1
| 63.4
|
Industrials:30.3;Energy:35.2;RealEstate:34.5
|
Value:15.6;Growth:13.7;Quality:19.7;Size:23.0;Momentum:14.2;LowVol:13.8
|
AAPL:24.6;VOO:9.1;QQQ:29.0;XLF:37.3
| 1.5
| 139
| 15.3
|
Bull
| 13
| 5
| 2.1
| 80
| 82
|
61:131
| 96
| 0.0172
| false
| false
|
ESGOnly;NoMargin
| null | null |
Hedge
|
Buy index puts 1.0% notional, 30d
| 28
| -18
| 4
|
Delta:-0.12;Vega:0.08
|
BrokerB
|
LMT
| 100
| 9
| 11
| 85
| 141
| 3
| 15
| null | null |
Normal monitoring
| 200
| 3.8
|
Approved
| 5
|
Tax-aware sells next window
|
E9770
|
P6073
|
2025-12-05
|
Roth
|
USD
| 593,760
| 15.1
| 1
| 70.8
|
Financials:12.6;Utilities:21.2;RealEstate:31.2;Energy:35.1
|
Value:15.9;Growth:16.3;Quality:18.3;Size:13.6;Momentum:16.7;LowVol:19.2
|
QQQ:18.0;AAPL:19.8;VTI:21.1;VNQ:19.5;VOO:21.7
| 2.1
| 95
| 13.7
|
Sideways
| 20.8
| 4.68
| 3
| 126
| 24
|
14:63
| 68
| 0.0157
| false
| false
|
ESGOnly;MaxSector25%;NoMargin
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 3
| 0
| 11
| null |
BrokerB
|
MKT
| 99
| 2
| 9
| -44
| 29
| -9
| 15
| null | null |
Normal monitoring
| 208
| 3.8
|
Approved
| 3
|
Monitor dispersion and breadth
|
E9771
|
P9232
|
2025-07-24
|
401k
|
USD
| 559,971
| 16.7
| 1
| 37
|
Consumer:25.3;RealEstate:27.0;Financials:19.9;Utilities:27.7
|
Value:13.7;Growth:19.4;Quality:13.9;Size:13.5;Momentum:17.9;LowVol:21.5
|
BND:21.6;MSFT:11.1;AMZN:14.3;XLF:14.0;AAPL:20.4;HYG:18.7
| 2.4
| 158
| 15.9
|
Volatile
| 25.4
| 4.31
| 3.2
| 162
| 27
|
8:50
| 71
| 0.0041
| false
| false
|
ESGOnly;NoMargin
| null |
VarNear
|
Sell
|
Trim extended winner -1.0%
| 0
| -6
| 5
| null |
BrokerC
|
VWAP
| 94
| 2
| 2
| 118
| 212
| -2
| -25
| null | null |
Normal monitoring
| 192
| 3.4
|
Approved
| 4
|
Within IPS guidelines
|
E9772
|
P7303
|
2025-03-29
|
IRA
|
USD
| 634,464
| 6.2
| 1
| 55.6
|
RealEstate:25.6;Comm:35.2;Energy:39.2
|
Value:16.5;Growth:16.8;Quality:24.5;Size:18.0;Momentum:17.0;LowVol:7.2
|
VOO:20.7;QQQ:12.1;HYG:21.5;VTI:21.7;VNQ:24.0
| 3.6
| 207
| 12.9
|
Bull
| 16.4
| 4.24
| 2.5
| 105
| 15
|
4:44
| 69
| 0.0153
| false
| true
| null | null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 0
| -36
| 3
|
Delta:-0.12;Vega:0.08
|
BrokerB
|
MKT
| 98
| 4
| 4
| -15
| 32
| -5
| 3
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 171
| 1.8
|
Approved
| 3
|
Monitor dispersion and breadth
|
E9773
|
P6371
|
2025-04-27
|
Taxable
|
USD
| 828,729
| 10.1
| 1
| 62.1
|
Energy:34.8;Consumer:31.0;Tech:20.2;Financials:13.9
|
Value:17.7;Growth:15.6;Quality:12.7;Size:16.9;Momentum:13.0;LowVol:24.1
|
TSLA:11.8;VTI:19.9;VOO:19.9;QQQ:22.3;HYG:9.3;IEF:16.9
| 1.3
| 152
| 15.8
|
Bull
| 12
| 3.84
| 2.9
| 110
| 40
|
4:64
| 69
| 0.0127
| false
| false
|
MaxPos6%;NoMargin
| null |
VarNear
|
Buy
|
Add core equity +1.0% from cash
| -10
| 2
| 7
| null |
BrokerA
|
MKT
| 94
| 9
| 14
| 77
| 86
| -2
| 7
| null | null |
Normal monitoring
| 188
| 1.4
| null | 3
|
Within IPS guidelines
|
E9774
|
P6351
|
2025-05-21
|
Roth
|
USD
| 155,480
| 11.7
| 1
| 68
|
Industrials:43.2;RealEstate:30.1;Health:26.7
|
Value:20.9;Growth:16.3;Quality:15.0;Size:18.5;Momentum:16.7;LowVol:12.7
|
TSLA:19.0;VNQ:28.6;GLD:9.3;TLT:17.8;VOO:13.3;BRK.B:12.0
| 1.8
| 119
| 8.6
|
Bull
| 11.6
| 4.1
| 3.4
| 107
| 107
|
72:132
| 90
| 0.0192
| false
| false
| null | null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 18
| -34
| 2
| null |
BrokerC
|
LMT
| 92
| 3
| 5
| 8
| 23
| -8
| 24
| null | null |
Normal monitoring
| 113
| 2.4
| null | 5
|
Tax-aware sells next window
|
E9775
|
P8535
|
2025-12-02
|
401k
|
USD
| 959,804
| 5.5
| 1
| 38.4
|
Materials:29.6;Comm:17.0;Consumer:25.2;Industrials:28.2
|
Value:9.5;Growth:20.1;Quality:23.8;Size:17.1;Momentum:10.2;LowVol:19.2
|
HYG:26.1;TSLA:35.2;GLD:38.6
| 2.1
| 186
| 11.2
|
Volatile
| 27.6
| 4.87
| 4.5
| 171
| 23
|
4:68
| 43
| 0.0092
| false
| true
|
ESGOnly;MaxSector25%
| null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 2
| -8
| 5
| null |
BrokerA
|
MKT
| 98
| 4
| 9
| 14
| 62
| 11
| -20
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 96
| 1
|
Approved
| 2
|
Tax-aware sells next window
|
E9776
|
P4063
|
2025-04-08
|
401k
|
USD
| 185,647
| 5.3
| 1
| 69.1
|
Industrials:22.6;Materials:24.4;Utilities:26.8;Energy:26.2
|
Value:9.4;Growth:14.0;Quality:18.5;Size:26.0;Momentum:22.6;LowVol:9.5
|
BND:29.6;QQQ:21.8;XLF:18.2;TSLA:11.0;GLD:19.5
| 2
| 113
| 13.7
|
Sideways
| 18.8
| 4.29
| 2.5
| 122
| -3
|
-34:46
| 55
| 0.0188
| false
| false
|
MaxSector30%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| 29
| -8
| 11
| null |
BrokerA
|
MKT
| 94
| 5
| 12
| 11
| -20
| -7
| 28
| null | null |
Normal monitoring
| 135
| 2.9
| null | 5
|
Tighten stops on momentum names
|
E9777
|
P9629
|
2024-09-16
|
IRA
|
USD
| 1,136,450
| 5.7
| 1
| 47.5
|
Materials:25.0;Utilities:26.8;Health:32.4;RealEstate:15.9
|
Value:11.8;Growth:9.6;Quality:28.2;Size:20.1;Momentum:15.4;LowVol:14.8
|
MUB:6.9;TLT:12.0;HYG:22.9;AMZN:8.0;BND:28.0;IEF:22.2
| 2.5
| 149
| 17.9
|
Bull
| 14.1
| 4.27
| 2.6
| 98
| 100
|
76:136
| 100
| 0.0047
| false
| false
|
ESGOnly;MaxSector25%
| null | null |
Buy
|
Add core equity +1.0% from cash
| 34
| -12
| 1
| null |
BrokerC
|
LMT
| 96
| 8
| 16
| 29
| 14
| -60
| 18
| null | null |
Normal monitoring
| 116
| 2.1
|
Approved
| 4
|
Increase defensive factor exposure
|
E9778
|
P0050
|
2024-09-02
|
IRA
|
USD
| 939,163
| 4.2
| 1
| 37.6
|
Materials:41.8;Industrials:23.1;Financials:18.8;Tech:16.2
|
Value:24.9;Growth:9.3;Quality:19.2;Size:15.9;Momentum:13.0;LowVol:17.7
|
VOO:37.0;HYG:33.0;VTI:30.0
| 3.1
| 183
| 18.4
|
Sideways
| 15.5
| 3.56
| 3.3
| 137
| -9
|
-39:35
| 58
| 0.0089
| false
| true
| null | null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -7
| -38
| 4
| null |
BrokerA
|
MKT
| 89
| 3
| 2
| 36
| 94
| -56
| 0
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 188
| 2
|
Rejected
| 2
|
Increase defensive factor exposure
|
E9779
|
P3730
|
2024-10-07
|
Trust
|
USD
| 708,800
| 12
| 1
| 43.4
|
Industrials:41.8;Materials:26.9;RealEstate:31.4
|
Value:22.3;Growth:13.3;Quality:12.4;Size:19.1;Momentum:23.6;LowVol:9.3
|
HYG:34.1;BND:39.7;XLF:26.2
| 1.1
| 109
| 10.6
|
Volatile
| 21.7
| 5.38
| 2.3
| 174
| 30
|
19:64
| 51
| 0.0096
| false
| false
|
NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 19
| -20
| 7
| null |
BrokerC
|
LMT
| 99
| 1
| 0
| 28
| 97
| -6
| 20
| null | null |
Normal monitoring
| 187
| 3.3
|
Approved
| 3
|
Within IPS guidelines
|
E9780
|
P0744
|
2025-03-27
|
Trust
|
USD
| 1,733,693
| 4.4
| 1
| 64.7
|
Health:27.3;Industrials:38.9;RealEstate:33.8
|
Value:24.7;Growth:10.8;Quality:22.5;Size:11.0;Momentum:16.3;LowVol:14.6
|
AMZN:9.0;IEF:33.0;XLF:16.6;AAPL:28.7;BND:12.8
| 3.9
| 217
| 13.6
|
Bull
| 17.2
| 3.68
| 2.4
| 117
| 84
|
68:105
| 96
| 0.0079
| false
| true
| null | null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 28
| -16
| 6
| null |
BrokerD
|
MKT
| 95
| 9
| 12
| 69
| 32
| -39
| 9
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 180
| 2.8
|
Approved
| 2
|
Within IPS guidelines
|
E9781
|
P8205
|
2025-11-16
|
IRA
|
USD
| 545,055
| 17.3
| 1
| 37
|
Materials:42.4;RealEstate:30.5;Consumer:27.1
|
Value:17.1;Growth:23.0;Quality:21.9;Size:11.5;Momentum:11.9;LowVol:14.6
|
HYG:33.4;VNQ:13.5;GLD:36.0;BND:17.0
| 1.9
| 122
| 7.5
|
Bull
| 17.1
| 3.72
| 2.7
| 105
| 6
|
-21:30
| 61
| 0.0162
| false
| false
|
MaxPos8%;NoMargin
| null | null |
Sell
|
Trim extended winner -1.0%
| 33
| 1
| 9
| null |
BrokerB
|
LMT
| 98
| 2
| 2
| 22
| 63
| 11
| -22
| null | null |
Normal monitoring
| 130
| 2.7
| null | 3
|
Tax-aware sells next window
|
E9782
|
P4477
|
2024-10-19
|
Roth
|
USD
| 2,222,905
| 7.4
| 1
| 62.8
|
RealEstate:18.2;Financials:29.2;Health:28.5;Utilities:24.0
|
Value:25.8;Growth:11.9;Quality:8.7;Size:20.1;Momentum:20.1;LowVol:13.2
|
BND:40.6;TLT:20.7;TSLA:38.7
| 3.2
| 168
| 13.9
|
Volatile
| 26.1
| 3.5
| 3
| 114
| 43
|
14:86
| 70
| 0.0078
| false
| false
|
MaxPos5%
| null |
VarNear
|
Sell
|
Trim extended winner -1.0%
| 28
| 6
| 11
| null |
BrokerD
|
VWAP
| 97
| 10
| 10
| 19
| 149
| -35
| 18
| null | null |
Normal monitoring
| 128
| 2.2
|
Approved
| 3
|
Tighten stops on momentum names
|
E9783
|
P5099
|
2025-05-07
|
IRA
|
USD
| 2,326,842
| 6.8
| 1.18
| 52.7
|
Health:33.2;Utilities:29.5;Materials:20.2;Energy:17.2
|
Value:22.6;Growth:19.9;Quality:12.1;Size:9.8;Momentum:15.7;LowVol:19.9
|
MSFT:44.4;IEF:22.1;QQQ:33.6
| 1.8
| 148
| 12.4
|
Bull
| 11.9
| 4.4
| 2.9
| 83
| 12
|
-6:33
| 71
| 0.0138
| false
| false
| null | null | null |
Hedge
|
Buy index puts 1.0% notional, 30d
| 16
| 9
| 9
|
Delta:-0.2;Vega:0.05
|
BrokerC
|
VWAP
| 96
| 7
| 4
| 62
| 150
| 7
| -15
| null | null |
Normal monitoring
| 94
| 1.3
| null | 4
|
Within IPS guidelines
|
E9784
|
P7076
|
2024-09-09
|
IRA
|
USD
| 804,228
| 10.8
| 1
| 41.1
|
Health:18.1;Tech:13.3;Energy:26.7;Comm:31.4;RealEstate:10.4
|
Value:13.9;Growth:28.6;Quality:12.6;Size:12.6;Momentum:21.0;LowVol:11.5
|
GLD:21.7;TLT:23.2;MSFT:28.2;XLF:26.8
| 4.1
| 102
| 9.7
|
Bear
| 24.4
| 3.71
| 1.1
| 218
| -2
|
-17:46
| 33
| 0.0041
| false
| false
|
MaxSector25%;NoMargin
| null |
DriftNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -11
| -24
| 5
| null |
BrokerD
|
VWAP
| 90
| 11
| 13
| 0
| 54
| -31
| 12
| null | null |
Normal monitoring
| 204
| 1.2
| null | 5
|
Within IPS guidelines
|
E9785
|
P1424
|
2025-06-02
|
Roth
|
USD
| 753,523
| 7.3
| 1
| 49.8
|
Energy:22.4;Financials:15.6;Comm:19.7;Consumer:17.1;Tech:25.1
|
Value:15.5;Growth:16.6;Quality:20.9;Size:18.1;Momentum:20.4;LowVol:8.5
|
MSFT:30.0;BND:26.4;BRK.B:30.3;VOO:13.2
| 3
| 157
| 13.3
|
Bull
| 17.8
| 4.88
| 3.5
| 90
| 28
|
-10:77
| 48
| 0.0174
| false
| false
|
MaxSector30%;NoMargin
| null |
VarNear
|
Sell
|
Trim extended winner -1.0%
| 5
| -20
| 12
| null |
BrokerC
|
LMT
| 98
| 1
| 5
| 5
| 121
| -58
| 18
| null | null |
Normal monitoring
| 186
| 2.6
|
Approved
| 4
|
Increase defensive factor exposure
|
E9786
|
P3910
|
2025-03-03
|
401k
|
USD
| 733,340
| 8.2
| 1
| 65.3
|
Consumer:23.1;Health:40.2;Comm:36.7
|
Value:24.0;Growth:18.7;Quality:13.6;Size:16.2;Momentum:11.1;LowVol:16.5
|
MSFT:41.2;QQQ:25.2;TLT:33.6
| 2.5
| 170
| 10.8
|
Sideways
| 18.4
| 4.16
| 3.4
| 91
| 19
|
-9:53
| 47
| 0.0174
| false
| false
|
MaxPos8%;NoMargin
| null |
VarNear
|
NoAction
|
Within policy bands; defer
| -14
| 14
| 7
| null |
BrokerC
|
LMT
| 0
| 0
| 0
| -9
| 100
| 16
| -8
| null | null |
Normal monitoring
| 205
| 2
|
Approved
| 3
|
Monitor dispersion and breadth
|
E9787
|
P4783
|
2025-06-03
|
IRA
|
USD
| 501,314
| 9.8
| 1
| 36.6
|
Health:19.3;Energy:18.9;Comm:29.4;Consumer:23.1;Financials:9.2
|
Value:18.7;Growth:11.0;Quality:8.0;Size:13.8;Momentum:24.3;LowVol:24.2
|
TSLA:6.4;AAPL:19.0;VTI:17.5;VNQ:18.9;IEF:18.0;VOO:20.2
| 2.5
| 224
| 12.6
|
Bull
| 17.8
| 4.33
| 3.3
| 118
| 101
|
90:119
| 100
| 0.0072
| false
| true
| null | null |
VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 3
| -25
| 11
| null |
BrokerA
|
MKT
| 90
| 12
| 18
| 49
| 17
| -15
| 17
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 108
| 3.3
| null | 5
|
Increase defensive factor exposure
|
E9788
|
P9132
|
2025-07-22
|
Roth
|
USD
| 1,881,746
| 9.1
| 1
| 66.5
|
Comm:28.7;Consumer:25.0;Utilities:14.2;Materials:10.9;Health:21.2
|
Value:9.0;Growth:19.4;Quality:10.9;Size:20.8;Momentum:27.8;LowVol:12.2
|
HYG:11.1;IEF:32.4;XLF:34.3;TLT:22.3
| 5.9
| 157
| 18.1
|
Bull
| 15
| 4.98
| 3.3
| 92
| 57
|
41:86
| 77
| 0.0112
| false
| false
|
MaxPos6%;MaxSector30%
| null |
DriftNear;VarNear
|
Buy
|
Add core equity +1.0% from cash
| 10
| -32
| 9
| null |
BrokerC
|
MKT
| 100
| 12
| 20
| 66
| 174
| 20
| 9
| null | null |
Normal monitoring
| 198
| 2.8
|
Approved
| 4
|
Within IPS guidelines
|
E9789
|
P1203
|
2025-05-26
|
Trust
|
USD
| 1,733,426
| 6.3
| 1
| 59.2
|
Energy:24.3;Industrials:18.2;Health:29.5;Comm:28.0
|
Value:11.6;Growth:17.4;Quality:21.2;Size:17.3;Momentum:15.8;LowVol:16.7
|
AAPL:31.5;MUB:28.2;QQQ:40.3
| 5.3
| 150
| 18.5
|
Volatile
| 20
| 4.58
| 2.2
| 130
| -16
|
-50:37
| 51
| 0.0053
| false
| false
|
MaxSector25%
| null |
DriftNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -5
| -5
| 9
| null |
BrokerD
|
MKT
| 96
| 3
| 8
| -18
| 68
| -4
| 24
| null | null |
Normal monitoring
| 219
| 3
| null | 5
|
Within IPS guidelines
|
E9790
|
P2322
|
2025-04-29
|
IRA
|
USD
| 315,634
| 9.5
| 1
| 41.9
|
Health:33.3;RealEstate:29.7;Consumer:37.0
|
Value:16.0;Growth:15.4;Quality:20.9;Size:18.5;Momentum:9.2;LowVol:20.1
|
BRK.B:29.9;VNQ:36.0;AMZN:15.2;MUB:18.9
| 1.3
| 102
| 9.2
|
Volatile
| 25.7
| 3.58
| 3.9
| 150
| -21
|
-61:21
| 27
| 0.0038
| false
| false
|
MaxPos8%;MaxSector30%
| null | null |
Sell
|
Trim extended winner -1.0%
| 31
| -5
| 2
| null |
BrokerB
|
MKT
| 96
| 11
| 16
| 97
| 95
| -13
| 31
| null | null |
Normal monitoring
| 114
| 3.6
|
Approved
| 5
|
Monitor dispersion and breadth
|
E9791
|
P8046
|
2025-09-05
|
IRA
|
USD
| 445,572
| 17
| 1
| 48.3
|
Utilities:15.3;Industrials:19.3;Materials:29.9;Consumer:35.5
|
Value:13.5;Growth:22.5;Quality:18.9;Size:11.1;Momentum:9.1;LowVol:25.0
|
XLF:34.6;TLT:22.0;MSFT:29.5;VOO:13.8
| 3.5
| 167
| 8.2
|
Bear
| 34.5
| 3.11
| 1.7
| 192
| 31
|
-3:86
| 47
| 0.0146
| false
| false
|
MaxSector25%;NoMargin
| null |
VarNear
|
Sell
|
Trim extended winner -1.0%
| -10
| -21
| 6
| null |
BrokerA
|
VWAP
| 91
| 11
| 14
| -48
| 55
| 8
| -2
| null | null |
Normal monitoring
| 163
| 2.9
|
Approved
| 3
|
Monitor dispersion and breadth
|
E9792
|
P8343
|
2025-03-23
|
Roth
|
USD
| 389,114
| 7.1
| 1
| 57.2
|
Materials:13.5;Tech:13.9;Comm:37.8;RealEstate:34.8
|
Value:23.6;Growth:9.1;Quality:25.8;Size:11.3;Momentum:19.7;LowVol:10.6
|
VTI:25.6;VNQ:19.2;HYG:6.6;MSFT:26.4;TSLA:11.9;MUB:10.4
| 1.4
| 109
| 11.7
|
Bear
| 29.3
| 4.43
| 1
| 166
| -90
|
-116:-65
| 13
| 0.0198
| false
| false
|
MaxPos6%;NoMargin
| null | null |
Buy
|
Add core equity +1.0% from cash
| 6
| -20
| 10
| null |
BrokerB
|
MKT
| 98
| 2
| 8
| -23
| 6
| -52
| -12
| null | null |
Normal monitoring
| 152
| 3.2
| null | 5
|
Tax-aware sells next window
|
E9793
|
P6977
|
2025-11-19
|
IRA
|
USD
| 1,408,953
| 6.1
| 1
| 52.2
|
Tech:26.3;Financials:19.5;Energy:13.2;Materials:24.2;Industrials:16.7
|
Value:11.5;Growth:19.9;Quality:11.0;Size:15.3;Momentum:25.1;LowVol:17.3
|
AMZN:13.0;HYG:12.7;XLF:14.6;MUB:22.0;VNQ:18.0;VTI:19.7
| 6.3
| 192
| 18.6
|
Volatile
| 26.6
| 5.39
| 2.6
| 180
| 46
|
17:74
| 73
| 0.0044
| true
| false
|
ESGOnly;MaxPos6%
| null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 29
| -32
| 6
| null |
BrokerB
|
LMT
| 94
| 10
| 18
| 9
| 4
| -55
| -4
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 131
| 1.4
| null | 4
|
Tighten stops on momentum names
|
E9794
|
P5016
|
2024-11-19
|
Taxable
|
USD
| 389,926
| 11.3
| 1
| 38.7
|
Health:31.6;Tech:23.6;Materials:27.7;Utilities:17.1
|
Value:19.3;Growth:23.5;Quality:9.9;Size:15.4;Momentum:21.3;LowVol:10.7
|
VOO:9.0;QQQ:39.0;AMZN:25.9;AAPL:11.8;BRK.B:14.2
| 2.8
| 117
| 7.8
|
Sideways
| 16.4
| 4.85
| 3.2
| 111
| -13
|
-44:32
| 43
| 0.0181
| false
| false
|
MaxSector30%
| null | null |
Sell
|
Trim extended winner -1.0%
| -5
| 8
| 4
| null |
BrokerC
|
VWAP
| 97
| 12
| 9
| 83
| 70
| -51
| 1
| null | null |
Normal monitoring
| 113
| 3.1
| null | 4
|
Increase defensive factor exposure
|
E9795
|
P5708
|
2025-11-17
|
IRA
|
USD
| 2,170,216
| 6.8
| 1
| 44.4
|
Materials:35.3;Comm:17.5;Health:47.2
|
Value:19.5;Growth:18.2;Quality:15.0;Size:13.8;Momentum:20.9;LowVol:12.6
|
BRK.B:24.7;MUB:8.9;QQQ:21.1;BND:18.0;AMZN:27.3
| 5
| 227
| 21.8
|
Bull
| 12
| 4.49
| 3.1
| 74
| 41
|
26:83
| 74
| 0.0144
| false
| true
| null | null |
VarNear
|
Hedge
|
Buy index puts 1.0% notional, 30d
| 9
| -27
| 6
|
Delta:-0.15;Vega:0.06
|
BrokerA
|
VWAP
| 89
| 1
| 0
| 93
| 177
| -41
| -5
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 208
| 1.3
|
Approved
| 5
|
Tax-aware sells next window
|
E9796
|
P8651
|
2024-10-04
|
Taxable
|
USD
| 1,019,777
| 5.6
| 1
| 64.2
|
Utilities:15.7;Consumer:20.5;Comm:14.1;Materials:27.5;Energy:22.1
|
Value:9.8;Growth:21.2;Quality:23.8;Size:12.2;Momentum:12.1;LowVol:20.9
|
VTI:18.5;QQQ:17.6;AMZN:17.5;AAPL:14.7;GLD:21.1;VOO:10.6
| 3.5
| 247
| 21.6
|
Bull
| 11.7
| 4.78
| 3.2
| 118
| 48
|
20:68
| 58
| 0.0166
| false
| true
| null | null |
VarNear
|
Reduce
|
Cut high-beta sleeve -1.0% and raise cash
| 30
| -37
| 5
| null |
BrokerD
|
MKT
| 89
| 10
| 12
| -24
| 30
| 0
| -6
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 191
| 1.7
| null | 5
|
Within IPS guidelines
|
E9797
|
P8127
|
2024-09-19
|
Trust
|
USD
| 1,731,496
| 8.9
| 1
| 43.3
|
Financials:28.6;Tech:41.1;Materials:30.3
|
Value:29.2;Growth:10.3;Quality:9.4;Size:23.4;Momentum:12.7;LowVol:14.9
|
MSFT:15.9;BRK.B:23.8;HYG:33.5;VOO:9.0;MUB:17.7
| 3.5
| 135
| 13.3
|
Bull
| 16.4
| 4.84
| 3.2
| 106
| 118
|
102:134
| 97
| 0.0148
| false
| false
|
MaxSector35%
| null | null |
Rebalance
|
Shift +1.0% bonds from equity
| -7
| 12
| 8
| null |
BrokerB
|
LMT
| 92
| 8
| 15
| 114
| 87
| -37
| 23
| null | null |
Normal monitoring
| 180
| 4
| null | 5
|
Monitor dispersion and breadth
|
E9798
|
P6685
|
2025-09-30
|
401k
|
USD
| 374,171
| 9.1
| 1
| 74.3
|
Tech:20.3;Financials:17.0;Utilities:26.1;Industrials:25.6;Materials:11.0
|
Value:17.9;Growth:13.4;Quality:18.1;Size:18.2;Momentum:19.2;LowVol:13.2
|
AMZN:33.1;TLT:20.2;GLD:15.8;BND:21.1;MUB:9.8
| 4
| 141
| 11
|
Bull
| 14.3
| 4.27
| 3
| 114
| 81
|
68:121
| 84
| 0.0119
| false
| false
| null | null | null |
NoAction
|
Within policy bands; defer
| -11
| -10
| 10
| null |
BrokerC
|
MKT
| 0
| 0
| 0
| -38
| 5
| -5
| -16
| null | null |
Normal monitoring
| 106
| 1.3
|
Approved
| 3
|
Within IPS guidelines
|
E9799
|
P2268
|
2025-01-10
|
Roth
|
USD
| 966,643
| 6.4
| 1
| 50
|
Materials:30.0;Tech:20.1;Comm:34.2;Consumer:15.7
|
Value:16.7;Growth:19.0;Quality:19.1;Size:7.4;Momentum:19.0;LowVol:18.8
|
MSFT:29.9;MUB:19.6;QQQ:24.9;IEF:25.7
| 6.9
| 223
| 27.6
|
Volatile
| 24.1
| 5.22
| 3.5
| 132
| 31
|
16:54
| 49
| 0.0165
| true
| true
| null | null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| 26
| -31
| 11
| null |
BrokerB
|
LMT
| 96
| 6
| 14
| 74
| 168
| -49
| -17
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 184
| 1.4
| null | 2
|
Increase defensive factor exposure
|
E9800
|
P0826
|
2025-12-07
|
Trust
|
USD
| 395,770
| 8.2
| 1
| 63.1
|
Comm:22.3;Materials:32.1;Consumer:23.0;Energy:22.6
|
Value:24.1;Growth:11.4;Quality:11.3;Size:19.6;Momentum:21.5;LowVol:12.1
|
MSFT:32.9;VTI:26.6;VOO:29.7;TSLA:10.8
| 5.2
| 269
| 18.8
|
Bear
| 27.9
| 3.54
| 2.5
| 212
| -80
|
-92:-50
| 27
| 0.011
| false
| true
| null | null |
DriftNear;VarNear
|
Rebalance
|
Shift +1.0% bonds from equity
| -8
| -29
| 8
| null |
BrokerA
|
MKT
| 95
| 4
| 1
| 43
| 58
| -7
| 35
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 95
| 1.8
|
Approved
| 5
|
Within IPS guidelines
|
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