client_id
string | persona_style
string | account_type
string | base_currency
string | as_of_date
string | total_equity_usd
int64 | cash_usd
int64 | invested_usd
int64 | leverage_x
float64 | allocation_equity_pct
float64 | allocation_fixed_income_pct
float64 | allocation_alts_pct
float64 | allocation_cash_pct
float64 | top_positions
string | region_exposure_pct
string | factor_exposure_z
string | constraints
string | max_position_pct
int64 | max_sector_pct
int64 | drift_tolerance_pct
float64 | stoploss_policy
string | risk_budget_var_95_bps
int64 | max_drawdown_limit_pct
float64 | market_regime
string | vix_level
float64 | rates_10y_pct
float64 | inflation_yoy_pct
float64 | credit_spread_ig_bps
int64 | signal_alpha_bps
int64 | signal_confidence_1_100
int64 | risk_score_1_100
int64 | breach_flag
bool | action_proposed
string | action_details
string | expected_impact_alpha_bps
int64 | expected_risk_change_bps
int64 | execution_venue
string | order_type
string | order_fill_ratio_pct
int64 | self_correction_trigger
string | self_correction_action
string | self_correction_reason
string | outcome_after_7d_pnl_bps
int64 | outcome_after_7d_var_change_bps
int64 | outcome_after_30d_pnl_bps
int64 | user_feedback_1_5
int64 | advisor_override_flag
bool | notes
string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P0101
|
Cautious
|
IRA
|
USD
|
2024-11-02
| 220,910
| 21,724
| 199,186
| 1
| 46.2
| 41.4
| 0
| 12.4
|
AAPL:13.8%;BRK.B:15.4%;XLF:23.6%;MSFT:23.6%;VTI:23.6%
|
US:66.7;EU:14.7;APAC:6.3;EM:9.1;Other:3.3
|
Value:-0.8;Growth:+0.5;Quality:+0.3;Size:-0.9;Momentum:+0.7;LowVol:-0.5
|
NoMargin
| 10
| 25
| 5
|
trailing 8%
| 152
| 18
|
Volatile
| 28
| 5.03
| 4
| 116
| -18
| 27
| 55
| false
|
Sell
|
Trim extended winner -1%
| 33
| -35
|
BrokerB
|
LMT
| 99
| null | null |
Normal monitoring
| 41
| -30
| 131
| 4
| false
|
Tax-aware sells next window
|
P0102
|
Hands-off
|
IRA
|
USD
|
2024-11-20
| 489,884
| 42,312
| 447,572
| 1
| 55.1
| 22.9
| 13.8
| 8.1
|
AMZN:22.9%;IEF:14.6%;HYG:16.6%;TSLA:22.9%;QQQ:22.9%
|
US:73.8;EU:7.3;APAC:9.5;EM:7.0;Other:2.3
|
Value:-0.3;Growth:-0.5;Quality:+0.8;Size:0.0;Momentum:+0.4;LowVol:+0.7
|
ESGOnly
| 10
| 35
| 3.7
|
trailing 8%
| 129
| 15.2
|
Volatile
| 31.9
| 4.69
| 2
| 132
| -56
| 32
| 80
| true
|
Rebalance
|
Rebalance back to target bands
| 13
| -1
|
BrokerA
|
MKT
| 96
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -8
| -52
| -20
| 5
| false
|
Increase defensive factor exposure
|
P0103
|
Active
|
401k
|
USD
|
2025-03-13
| 513,535
| 41,265
| 472,270
| 1.18
| 61.9
| 26
| 5.4
| 6.8
|
MUB:18.4%;TSLA:27.5%;MSFT:27.5%;VTI:26.6%
|
US:62.1;EU:22.1;APAC:8.6;EM:6.9;Other:0.3
|
Value:-0.1;Growth:+0.1;Quality:-0.3;Size:+0.6;Momentum:+0.1;LowVol:+0.1
| null | 10
| 25
| 4.5
|
hard 12%
| 188
| 19
|
Bull
| 12.9
| 4.71
| 2.4
| 85
| 111
| 100
| 50
| false
|
Buy
|
Add to core equity +1%
| 0
| -34
|
BrokerA
|
MKT
| 98
| null | null |
Normal monitoring
| 113
| -51
| 129
| 4
| false
|
Tighten stops on momentum names
|
P0104
|
Hands-off
|
IRA
|
USD
|
2024-12-04
| 701,280
| 29,617
| 671,663
| 1
| 64.7
| 24.1
| 2.2
| 9.1
|
IEF:20.5%;MSFT:11.7%;BND:20.5%;TLT:9.7%;HYG:17.3%;MUB:20.5%
|
US:62.6;EU:12.4;APAC:9.7;EM:12.7;Other:2.6
|
Value:+0.2;Growth:+0.3;Quality:-0.4;Size:-1.0;Momentum:+0.5;LowVol:+0.3
|
ESGOnly;NoDerivatives
| 6
| 30
| 4.7
|
trailing 8%
| 154
| 18.6
|
Sideways
| 20.6
| 3.59
| 2.8
| 121
| 37
| 66
| 55
| false
|
NoAction
|
Within bands; monitor
| -1
| -3
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 103
| -6
| 173
| 5
| false
|
Tax-aware sells next window
|
P0105
|
Cautious
|
Roth
|
USD
|
2025-08-04
| 173,524
| 15,703
| 157,821
| 1
| 50.9
| 35.1
| 0
| 13.9
|
MUB:23.1%;AMZN:14.2%;XLF:18.2%;TLT:23.1%;VNQ:21.4%
|
US:64.6;EU:11.3;APAC:13.4;EM:8.5;Other:2.1
|
Value:+0.7;Growth:-0.7;Quality:+0.1;Size:+0.9;Momentum:+1.0;LowVol:+0.9
|
ESGOnly;MaxPos8%;NoMargin
| 7
| 30
| 4
|
trailing 8%
| 161
| 17.9
|
Bull
| 11.4
| 3.53
| 2.4
| 109
| 83
| 81
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| 12
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| -37
| -45
| -19
| 4
| false
|
Within IPS guidelines
|
P0106
|
Systematic
|
Roth
|
USD
|
2024-08-21
| 703,636
| 46,214
| 657,422
| 1
| 60.7
| 26.3
| 6.2
| 6.7
|
VOO:25.9%;VTI:22.7%;HYG:25.9%;AMZN:25.5%
|
US:71.1;EU:11.6;APAC:6.9;EM:6.2;Other:4.2
|
Value:-0.1;Growth:-0.4;Quality:+0.9;Size:0.0;Momentum:+0.2;LowVol:+0.7
| null | 5
| 30
| 4.4
|
hard 12%
| 177
| 25.2
|
Bull
| 15.3
| 4.07
| 3.4
| 107
| 98
| 100
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -11
|
BrokerB
|
VWAP
| 92
| null | null |
Normal monitoring
| -57
| -41
| 37
| 5
| false
|
Monitor dispersion and breadth
|
P0107
|
Active
|
IRA
|
USD
|
2025-11-28
| 1,019,136
| 113,884
| 905,252
| 1
| 55.5
| 24
| 11.4
| 9.2
|
VTI:33.3%;MUB:33.3%;VNQ:33.3%
|
US:68.7;EU:10.3;APAC:11.3;EM:6.2;Other:3.4
|
Value:-0.2;Growth:-1.0;Quality:+0.3;Size:+0.4;Momentum:+0.6;LowVol:+0.6
|
MaxPos6%;NoDerivatives
| 8
| 25
| 4.6
|
trailing 9%
| 210
| 25.7
|
Volatile
| 28
| 3.93
| 2.5
| 133
| 1
| 45
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| 0
| 5
|
BrokerA
|
LMT
| 87
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 98
| -60
| 169
| 5
| false
|
Increase defensive factor exposure
|
P0108
|
Active
|
Roth
|
USD
|
2025-08-28
| 733,587
| 48,527
| 685,060
| 1
| 59.2
| 20.3
| 13.4
| 7.1
|
VOO:26.6%;HYG:26.6%;BND:20.1%;TSLA:26.6%
|
US:70.2;EU:5.3;APAC:11.7;EM:10.0;Other:2.8
|
Value:-0.7;Growth:-0.4;Quality:+0.9;Size:-0.8;Momentum:+0.8;LowVol:-0.1
| null | 8
| 25
| 5.3
|
trailing 9%
| 126
| 26.3
|
Bull
| 11.4
| 4.46
| 3.3
| 116
| 16
| 44
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -18
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| 11
| -6
| 91
| 5
| false
|
Tighten stops on momentum names
|
P0109
|
Active
|
IRA
|
USD
|
2025-04-24
| 2,059,307
| 208,604
| 1,850,703
| 1
| 51
| 21
| 18.4
| 9.6
|
BRK.B:17.4%;VNQ:11.2%;AAPL:21.3%;MSFT:19.5%;TLT:9.3%;IEF:21.3%
|
US:73.0;EU:12.2;APAC:8.7;EM:4.9;Other:1.3
|
Value:-0.3;Growth:-0.2;Quality:-0.8;Size:+0.3;Momentum:-0.7;LowVol:+1.0
|
NoDerivatives
| 6
| 25
| 5.7
|
trailing 9%
| 122
| 17
|
Volatile
| 28.6
| 5.48
| 4
| 164
| 40
| 80
| 60
| false
|
Buy
|
Add to core equity +1%
| 21
| -21
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| -27
| -35
| 64
| 3
| false
|
Tighten stops on momentum names
|
P0110
|
Hands-off
|
IRA
|
USD
|
2025-04-02
| 306,089
| 17,559
| 288,530
| 1
| 68.3
| 24
| 0
| 7.7
|
VTI:22.5%;AAPL:18.1%;TLT:11.6%;VOO:11.5%;GLD:22.5%;VNQ:13.7%
|
US:71.2;EU:5.9;APAC:14.5;EM:5.9;Other:2.5
|
Value:+0.5;Growth:-0.4;Quality:-1.0;Size:+0.9;Momentum:-0.8;LowVol:-0.3
|
ESGOnly;MaxPos5%;NoDerivatives
| 10
| 30
| 4.7
|
trailing 8%
| 107
| 18.8
|
Bear
| 30.1
| 3.31
| 1.8
| 141
| 24
| 57
| 87
| true
|
Rebalance
|
Rebalance back to target bands
| 8
| -34
|
BrokerA
|
LMT
| 98
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 15
| -58
| 100
| 5
| false
|
Increase defensive factor exposure
|
P0111
|
Active
|
IRA
|
USD
|
2025-03-28
| 934,824
| 63,387
| 871,437
| 1
| 58.1
| 19.6
| 13.1
| 9.1
|
MSFT:26.5%;QQQ:27.6%;VOO:27.6%;IEF:18.3%
|
US:65.1;EU:15.1;APAC:6.0;EM:11.2;Other:2.5
|
Value:-0.0;Growth:-0.8;Quality:-0.6;Size:+0.9;Momentum:-0.6;LowVol:-0.7
|
MaxPos6%;NoDerivatives
| 10
| 30
| 5
|
trailing 9%
| 182
| 18.8
|
Bull
| 11.3
| 4.47
| 2.3
| 103
| 40
| 84
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -35
|
BrokerD
|
VWAP
| 92
| null | null |
Normal monitoring
| -34
| -24
| 8
| 4
| false
|
Within IPS guidelines
|
P0112
|
Hands-off
|
IRA
|
USD
|
2025-08-17
| 440,573
| 18,110
| 422,463
| 1
| 57.2
| 26.4
| 10.2
| 6.2
|
QQQ:25.2%;BND:25.2%;BRK.B:24.4%;AAPL:25.2%
|
US:65.0;EU:19.4;APAC:7.4;EM:7.4;Other:0.8
|
Value:0.0;Growth:-0.2;Quality:-0.0;Size:-0.7;Momentum:-1.0;LowVol:+0.9
|
MaxPos5%
| 8
| 30
| 5.2
|
trailing 10%
| 157
| 18.1
|
Bear
| 26
| 4.31
| 1.3
| 133
| -63
| 7
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -4
|
BrokerB
|
VWAP
| 96
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -39
| -52
| -34
| 2
| false
|
Tax-aware sells next window
|
P0113
|
Active
|
IRA
|
USD
|
2024-10-04
| 1,632,588
| 164,482
| 1,468,106
| 1
| 53.5
| 27.5
| 11.1
| 7.9
|
BRK.B:22.9%;BND:16.9%;MUB:22.9%;HYG:22.9%;VTI:14.5%
|
US:63.2;EU:14.6;APAC:9.9;EM:8.5;Other:3.8
|
Value:-0.2;Growth:-0.9;Quality:-0.0;Size:+0.3;Momentum:+0.2;LowVol:+0.1
| null | 7
| 35
| 5.2
|
trailing 9%
| 128
| 24.5
|
Bull
| 11.8
| 3.86
| 3.5
| 113
| 42
| 86
| 25
| false
|
Buy
|
Add to core equity +1%
| 1
| 6
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 65
| -20
| 57
| 3
| false
|
Tighten stops on momentum names
|
P0114
|
Active
|
Roth
|
USD
|
2024-12-14
| 1,478,283
| 159,217
| 1,319,066
| 1.18
| 55.1
| 30
| 6
| 8.8
|
TSLA:8.3%;VTI:20.1%;IEF:16.1%;GLD:20.1%;VNQ:20.1%;XLF:15.2%
|
US:65.2;EU:9.8;APAC:9.7;EM:10.0;Other:5.4
|
Value:+0.3;Growth:-0.8;Quality:+0.5;Size:-0.6;Momentum:+0.4;LowVol:-0.9
|
MaxPos8%
| 10
| 25
| 5.5
|
trailing 9%
| 149
| 23.3
|
Bull
| 14.9
| 3.67
| 3
| 83
| 72
| 96
| 43
| false
|
Sell
|
Trim extended winner -1%
| -6
| -35
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 100
| -23
| 191
| 4
| false
|
Tighten stops on momentum names
|
P0115
|
Systematic
|
IRA
|
USD
|
2025-04-15
| 1,717,764
| 167,829
| 1,549,935
| 1
| 56
| 30.3
| 7.2
| 6.5
|
TSLA:12.3%;QQQ:20.2%;VOO:19.9%;MUB:20.9%;BRK.B:20.9%;HYG:5.7%
|
US:68.4;EU:13.4;APAC:5.0;EM:8.8;Other:4.4
|
Value:-0.7;Growth:-0.0;Quality:+0.5;Size:+0.2;Momentum:-0.1;LowVol:-0.4
|
MaxPos8%
| 10
| 30
| 4.5
|
trailing 8%
| 230
| 27.3
|
Bear
| 30.1
| 3.18
| 1.2
| 191
| -68
| 5
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 32
| -26
|
BrokerA
|
LMT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -19
| -34
| 56
| 3
| true
|
Monitor dispersion and breadth
|
P0116
|
Hands-off
|
401k
|
USD
|
2025-01-15
| 425,057
| 40,210
| 384,847
| 1
| 63.5
| 24.9
| 4
| 7.6
|
VOO:27.7%;BRK.B:27.7%;IEF:27.7%;MUB:17.0%
|
US:66.8;EU:13.8;APAC:12.9;EM:4.3;Other:2.1
|
Value:-0.3;Growth:-0.4;Quality:+0.6;Size:+0.4;Momentum:-0.1;LowVol:-0.5
| null | 10
| 25
| 5.5
|
trailing 10%
| 154
| 13.2
|
Bull
| 11
| 4.94
| 2.5
| 82
| 16
| 43
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -11
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 94
| -40
| 222
| 4
| false
|
Tax-aware sells next window
|
P0117
|
Cautious
|
IRA
|
USD
|
2025-01-21
| 593,485
| 77,071
| 516,414
| 1
| 41.6
| 30.3
| 12.1
| 16.1
|
VNQ:8.6%;XLF:19.8%;TLT:21.5%;QQQ:21.5%;AMZN:14.4%;AAPL:14.2%
|
US:68.2;EU:13.6;APAC:11.3;EM:5.9;Other:1.1
|
Value:+0.5;Growth:-0.5;Quality:+0.1;Size:+0.4;Momentum:-0.4;LowVol:-0.3
|
MaxPos8%;NoMargin
| 7
| 35
| 4.9
|
trailing 10%
| 102
| 13.8
|
Bear
| 30.4
| 3.44
| 1.2
| 190
| -93
| 5
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| 4
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 40
| -2
| 50
| 5
| false
|
Tighten stops on momentum names
|
P0118
|
Cautious
|
Roth
|
USD
|
2025-11-16
| 668,195
| 67,058
| 601,137
| 1
| 38
| 39.7
| 10.8
| 11.5
|
AMZN:24.4%;BND:24.4%;AAPL:24.4%;BRK.B:18.3%;VTI:8.5%
|
US:74.7;EU:8.6;APAC:8.6;EM:6.4;Other:1.8
|
Value:-0.8;Growth:-0.4;Quality:-1.0;Size:+0.2;Momentum:+0.4;LowVol:-0.7
|
ESGOnly;NoMargin
| 7
| 25
| 3.9
|
trailing 10%
| 145
| 16.3
|
Bull
| 16
| 4.22
| 2.6
| 76
| 75
| 83
| 25
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -7
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| -6
| -26
| 86
| 5
| false
|
Increase defensive factor exposure
|
P0119
|
Opportunistic
|
401k
|
USD
|
2025-09-30
| 566,210
| 33,622
| 532,588
| 1
| 69.3
| 17.1
| 7.6
| 6.1
|
VTI:21.8%;QQQ:22.9%;TSLA:22.9%;GLD:21.8%;IEF:10.6%
|
US:72.9;EU:9.8;APAC:9.4;EM:5.9;Other:2.1
|
Value:-0.2;Growth:+0.7;Quality:+0.9;Size:-0.0;Momentum:-0.2;LowVol:-0.0
| null | 5
| 30
| 6.3
|
hard 12%
| 169
| 32.3
|
Bull
| 12.3
| 3.6
| 2.5
| 108
| 56
| 85
| 53
| false
|
Sell
|
Trim extended winner -1%
| 12
| 6
|
BrokerA
|
VWAP
| 89
| null | null |
Normal monitoring
| -15
| -50
| 102
| 3
| false
|
Tax-aware sells next window
|
P0120
|
Systematic
|
Trust
|
USD
|
2025-11-05
| 1,254,567
| 59,204
| 1,195,363
| 1
| 62
| 29.5
| 0
| 8.5
|
VNQ:10.0%;TSLA:8.4%;HYG:22.6%;VOO:22.0%;IEF:14.5%;BRK.B:22.6%
|
US:59.8;EU:16.0;APAC:14.0;EM:10.1;Other:0.1
|
Value:-0.3;Growth:-0.0;Quality:+1.0;Size:-0.7;Momentum:-0.6;LowVol:+0.2
|
NoDerivatives
| 6
| 30
| 5.5
|
trailing 8%
| 196
| 27.5
|
Volatile
| 22.2
| 5.16
| 2.7
| 131
| 65
| 82
| 70
| false
|
Buy
|
Add to core equity +1%
| 23
| -19
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 97
| 9
| 75
| 3
| false
|
Tighten stops on momentum names
|
P0121
|
Systematic
|
IRA
|
USD
|
2025-01-21
| 666,006
| 57,314
| 608,692
| 1
| 67.5
| 22.2
| 3.6
| 6.8
|
IEF:25.0%;MUB:25.0%;MSFT:25.0%;BND:25.0%
|
US:63.4;EU:19.6;APAC:5.8;EM:7.5;Other:3.7
|
Value:-1.0;Growth:-0.1;Quality:-0.9;Size:+0.5;Momentum:-0.1;LowVol:-0.4
| null | 7
| 30
| 5.1
|
trailing 9%
| 148
| 26
|
Bear
| 29.1
| 3.32
| 1.7
| 207
| -89
| 9
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 29
| -22
|
BrokerC
|
LMT
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 78
| -6
| 52
| 5
| false
|
Increase defensive factor exposure
|
P0122
|
Hands-off
|
Roth
|
USD
|
2025-05-20
| 439,579
| 37,350
| 402,229
| 1
| 59.2
| 28.5
| 3.2
| 9.1
|
XLF:27.6%;GLD:27.6%;BRK.B:17.3%;MUB:27.6%
|
US:58.8;EU:17.0;APAC:11.8;EM:10.2;Other:2.2
|
Value:+0.4;Growth:+0.6;Quality:+0.6;Size:-0.9;Momentum:-0.0;LowVol:-0.4
|
ESGOnly;NoDerivatives
| 6
| 35
| 4.6
|
hard 10%
| 134
| 13.7
|
Volatile
| 25.6
| 4.2
| 3.1
| 174
| 58
| 93
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -34
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| -40
| -41
| 97
| 4
| false
|
Tighten stops on momentum names
|
P0123
|
Cautious
|
Trust
|
USD
|
2025-11-09
| 790,347
| 120,427
| 669,920
| 1
| 37.1
| 30.9
| 21.7
| 10.3
|
TLT:20.3%;MUB:22.7%;BRK.B:22.5%;VOO:18.6%;AMZN:15.9%
|
US:66.5;EU:17.3;APAC:4.9;EM:10.9;Other:0.4
|
Value:-0.5;Growth:+0.5;Quality:+0.1;Size:+0.1;Momentum:+0.8;LowVol:+1.0
|
ESGOnly;MaxPos8%;NoMargin
| 10
| 25
| 4.9
|
trailing 10%
| 125
| 18
|
Volatile
| 32
| 5.21
| 2.2
| 124
| -39
| 41
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -36
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| -50
| -39
| 50
| 3
| false
|
Within IPS guidelines
|
P0124
|
Cautious
|
Roth
|
USD
|
2025-10-08
| 401,726
| 43,504
| 358,222
| 1
| 35.5
| 40.4
| 11.6
| 12.5
|
BND:33.3%;VNQ:33.3%;QQQ:33.3%
|
US:56.3;EU:20.8;APAC:13.0;EM:9.2;Other:0.8
|
Value:-0.2;Growth:-0.0;Quality:+0.5;Size:-0.4;Momentum:-0.0;LowVol:-0.3
|
MaxPos7%;NoDerivatives;NoMargin
| 7
| 35
| 3.8
|
trailing 10%
| 164
| 16.9
|
Sideways
| 16.7
| 4.09
| 2.3
| 123
| 31
| 59
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -4
| -36
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 108
| -53
| 178
| 3
| false
|
Tighten stops on momentum names
|
P0125
|
Hands-off
|
401k
|
USD
|
2025-12-18
| 802,552
| 61,801
| 740,751
| 1
| 66.9
| 27.5
| 0.2
| 5.4
|
VOO:14.1%;MSFT:23.9%;QQQ:14.2%;TSLA:23.9%;MUB:23.9%
|
US:65.4;EU:14.0;APAC:8.2;EM:9.2;Other:3.2
|
Value:-0.3;Growth:+0.2;Quality:-0.3;Size:+0.9;Momentum:0.0;LowVol:+0.9
| null | 7
| 35
| 3.9
|
hard 10%
| 151
| 13.7
|
Volatile
| 20.8
| 4.36
| 3.7
| 158
| 20
| 64
| 59
| false
|
Buy
|
Add to core equity +1%
| -11
| 7
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| -36
| -11
| 10
| 3
| false
|
Within IPS guidelines
|
P0126
|
Cautious
|
Taxable
|
USD
|
2025-11-07
| 577,333
| 91,258
| 486,075
| 1
| 51.7
| 30.5
| 0.2
| 17.6
|
AAPL:33.3%;BRK.B:33.3%;HYG:33.3%
|
US:69.4;EU:8.6;APAC:9.4;EM:7.7;Other:5.0
|
Value:+0.3;Growth:-0.9;Quality:-0.8;Size:+0.4;Momentum:+0.9;LowVol:-0.2
|
NoMargin
| 5
| 35
| 3.3
|
hard 10%
| 150
| 14.9
|
Volatile
| 22.9
| 3.52
| 2.6
| 178
| 20
| 75
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -39
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| 84
| -8
| 59
| 4
| false
|
Increase defensive factor exposure
|
P0127
|
Systematic
|
401k
|
USD
|
2025-04-20
| 1,135,153
| 77,706
| 1,057,447
| 1
| 59.3
| 28.1
| 5.6
| 7.1
|
IEF:13.5%;BRK.B:11.1%;MUB:16.8%;TLT:16.3%;VTI:21.1%;TSLA:21.1%
|
US:71.9;EU:9.0;APAC:7.3;EM:5.8;Other:6.0
|
Value:-0.7;Growth:+0.1;Quality:+0.1;Size:+0.5;Momentum:-0.5;LowVol:-0.3
|
MaxPos6%
| 5
| 30
| 5
|
trailing 8%
| 132
| 24.3
|
Bear
| 33.3
| 3.93
| 2.8
| 159
| -2
| 64
| 80
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 19
| -11
|
BrokerA
|
LMT
| 100
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -36
| -60
| 32
| 4
| false
|
Tighten stops on momentum names
|
P0128
|
Active
|
Roth
|
USD
|
2024-10-23
| 796,119
| 86,759
| 709,360
| 1.07
| 65.3
| 24.3
| 0.9
| 9.5
|
AMZN:25.0%;GLD:25.0%;QQQ:25.0%;VOO:25.0%
|
US:72.7;EU:6.8;APAC:7.3;EM:8.9;Other:4.4
|
Value:-0.1;Growth:+0.7;Quality:-0.2;Size:-0.1;Momentum:-0.9;LowVol:-0.4
|
NoDerivatives
| 6
| 30
| 5.6
|
trailing 9%
| 222
| 19.2
|
Bull
| 11.8
| 4.44
| 3
| 87
| 87
| 88
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -8
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| 5
| -20
| -14
| 4
| false
|
Tighten stops on momentum names
|
P0129
|
Cautious
|
Roth
|
USD
|
2025-03-09
| 269,204
| 28,382
| 240,822
| 1
| 40.5
| 35.7
| 13.7
| 10.1
|
VTI:23.1%;MSFT:25.6%;AMZN:25.6%;BND:25.6%
|
US:65.1;EU:7.7;APAC:12.9;EM:10.3;Other:4.0
|
Value:+0.6;Growth:-0.5;Quality:+0.2;Size:-0.2;Momentum:-0.9;LowVol:-0.6
|
NoMargin
| 6
| 25
| 3.3
|
trailing 8%
| 167
| 17.3
|
Volatile
| 20.4
| 4.52
| 4.3
| 157
| -4
| 55
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -19
|
BrokerC
|
VWAP
| 93
| null | null |
Normal monitoring
| -52
| -3
| -27
| 4
| false
|
Increase defensive factor exposure
|
P0130
|
Systematic
|
401k
|
USD
|
2025-12-06
| 1,640,036
| 122,918
| 1,517,118
| 1
| 56.3
| 21.5
| 14.9
| 7.3
|
GLD:22.0%;QQQ:22.0%;VNQ:20.0%;IEF:14.0%;HYG:22.0%
|
US:61.3;EU:17.3;APAC:10.8;EM:10.6;Other:0.0
|
Value:+0.7;Growth:-0.0;Quality:+0.7;Size:+0.3;Momentum:+0.3;LowVol:+0.4
|
MaxPos6%;NoDerivatives
| 10
| 25
| 4.7
|
trailing 9%
| 153
| 24.8
|
Bull
| 16.4
| 4.56
| 2.1
| 100
| 40
| 74
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| 11
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| -24
| -10
| 81
| 3
| false
|
Tax-aware sells next window
|
P0131
|
Hands-off
|
Trust
|
USD
|
2024-07-07
| 374,948
| 31,103
| 343,845
| 1
| 55.8
| 16.5
| 21.5
| 6.2
|
BND:33.3%;HYG:33.3%;XLF:33.3%
|
US:62.4;EU:20.2;APAC:12.5;EM:4.4;Other:0.5
|
Value:+0.7;Growth:+0.8;Quality:+0.7;Size:+0.9;Momentum:-0.3;LowVol:-0.2
|
ESGOnly;MaxPos8%
| 7
| 30
| 4.9
|
trailing 10%
| 109
| 13.9
|
Sideways
| 15.8
| 4.71
| 3.3
| 91
| 33
| 64
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| 8
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| -20
| -54
| -42
| 3
| false
|
Increase defensive factor exposure
|
P0132
|
Hands-off
|
Roth
|
USD
|
2025-03-16
| 579,868
| 25,087
| 554,781
| 1
| 64.4
| 27.1
| 0.9
| 7.7
|
MSFT:21.4%;TLT:13.1%;IEF:8.0%;GLD:21.8%;HYG:19.1%;QQQ:16.6%
|
US:68.6;EU:7.5;APAC:12.6;EM:7.3;Other:3.9
|
Value:+0.2;Growth:+0.3;Quality:+0.5;Size:-0.3;Momentum:-0.6;LowVol:-0.6
|
ESGOnly;MaxPos6%
| 8
| 25
| 3.9
|
trailing 10%
| 119
| 18.9
|
Bull
| 13.2
| 4.55
| 3
| 110
| 113
| 100
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| -14
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| 62
| 14
| 77
| 4
| false
|
Tighten stops on momentum names
|
P0133
|
Opportunistic
|
IRA
|
USD
|
2025-06-28
| 1,578,277
| 102,657
| 1,475,620
| 1
| 63.6
| 20.4
| 8.1
| 7.9
|
VNQ:23.6%;IEF:23.6%;VOO:15.5%;BND:13.7%;TSLA:23.6%
|
US:62.4;EU:15.4;APAC:10.3;EM:8.7;Other:3.2
|
Value:-0.1;Growth:-0.0;Quality:-0.3;Size:+0.5;Momentum:+0.8;LowVol:-0.6
|
NoDerivatives
| 10
| 35
| 6
|
trailing 7%
| 192
| 28.4
|
Bull
| 11.3
| 4.14
| 3.1
| 75
| 99
| 100
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 30
| 9
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 81
| 2
| 120
| 5
| false
|
Tighten stops on momentum names
|
P0134
|
Active
|
IRA
|
USD
|
2024-11-05
| 781,228
| 80,714
| 700,514
| 1
| 64.8
| 26.9
| 0
| 8.3
|
VTI:19.0%;HYG:21.3%;MSFT:8.8%;AAPL:8.2%;TLT:21.3%;VNQ:21.3%
|
US:62.7;EU:18.7;APAC:7.1;EM:11.1;Other:0.4
|
Value:-0.4;Growth:-0.9;Quality:+0.2;Size:-0.6;Momentum:-0.1;LowVol:-0.2
|
MaxPos7%
| 5
| 25
| 4.2
|
trailing 8%
| 194
| 20.3
|
Bull
| 13
| 4.44
| 2
| 89
| 89
| 87
| 39
| false
|
Sell
|
Trim extended winner -1%
| 15
| -3
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| -16
| -17
| -54
| 5
| false
|
Increase defensive factor exposure
|
P0135
|
Active
|
IRA
|
USD
|
2025-05-16
| 1,764,657
| 183,159
| 1,581,498
| 1.17
| 52.5
| 26.8
| 10.8
| 9.9
|
MSFT:13.0%;GLD:8.7%;XLF:20.1%;MUB:20.1%;VTI:18.8%;TLT:19.4%
|
US:64.9;EU:11.2;APAC:9.3;EM:10.3;Other:4.3
|
Value:+0.6;Growth:-0.6;Quality:-0.6;Size:-0.4;Momentum:+0.8;LowVol:-1.0
| null | 8
| 25
| 4.1
|
trailing 9%
| 227
| 19.7
|
Sideways
| 16.1
| 3.66
| 3
| 93
| 60
| 69
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -17
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| 117
| -51
| 243
| 3
| false
|
Tax-aware sells next window
|
P0136
|
Systematic
|
Taxable
|
USD
|
2024-12-04
| 692,797
| 47,171
| 645,626
| 1
| 65.7
| 25.5
| 0
| 8.8
|
VNQ:21.7%;HYG:19.2%;AAPL:19.2%;MSFT:18.3%;VTI:21.7%
|
US:71.2;EU:14.8;APAC:6.1;EM:7.8;Other:0.1
|
Value:-0.5;Growth:-0.4;Quality:-0.2;Size:-0.3;Momentum:-0.2;LowVol:0.0
| null | 5
| 35
| 5.8
|
trailing 9%
| 123
| 17.6
|
Sideways
| 18.3
| 4.24
| 2.7
| 91
| 49
| 86
| 49
| true
|
Rebalance
|
Rebalance back to target bands
| 31
| 15
|
BrokerA
|
LMT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 69
| -21
| 136
| 5
| true
|
Monitor dispersion and breadth
|
P0137
|
Opportunistic
|
Taxable
|
USD
|
2024-11-01
| 1,383,572
| 44,412
| 1,339,160
| 1
| 68.2
| 20.6
| 6.3
| 4.9
|
TSLA:17.4%;BRK.B:22.9%;MSFT:22.9%;MUB:22.9%;AAPL:14.0%
|
US:62.1;EU:15.6;APAC:10.9;EM:7.8;Other:3.7
|
Value:-0.3;Growth:-0.7;Quality:-0.8;Size:-0.5;Momentum:0.0;LowVol:-0.2
|
MaxPos5%
| 7
| 25
| 5.2
|
hard 12%
| 270
| 26.3
|
Sideways
| 16.4
| 3.77
| 2.6
| 118
| 16
| 49
| 59
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| -16
|
BrokerD
|
LMT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -54
| 3
| 25
| 5
| false
|
Tax-aware sells next window
|
P0138
|
Cautious
|
401k
|
USD
|
2024-09-26
| 609,097
| 78,789
| 530,308
| 1
| 45
| 30.6
| 7.7
| 16.7
|
XLF:12.0%;HYG:21.1%;MUB:11.5%;VOO:21.1%;VNQ:13.2%;TLT:21.1%
|
US:70.9;EU:9.2;APAC:7.9;EM:6.7;Other:5.3
|
Value:-0.8;Growth:+0.4;Quality:-0.2;Size:+0.5;Momentum:-0.1;LowVol:-0.1
|
NoMargin
| 7
| 35
| 3.1
|
trailing 10%
| 156
| 16.2
|
Volatile
| 25.6
| 5.25
| 2.7
| 120
| 53
| 88
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -18
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 70
| 7
| 158
| 4
| false
|
Increase defensive factor exposure
|
P0139
|
Cautious
|
Trust
|
USD
|
2025-05-08
| 828,803
| 87,153
| 741,650
| 1
| 38.8
| 34.9
| 9.7
| 16.6
|
TSLA:16.3%;AAPL:14.3%;VNQ:7.8%;VOO:20.8%;BRK.B:19.5%;TLT:21.4%
|
US:63.1;EU:8.7;APAC:11.5;EM:13.2;Other:3.6
|
Value:+0.9;Growth:-0.8;Quality:+0.3;Size:+0.5;Momentum:+0.8;LowVol:-0.5
|
NoMargin
| 5
| 30
| 4.9
|
hard 10%
| 114
| 16.7
|
Sideways
| 19.5
| 4.89
| 3.1
| 115
| 13
| 51
| 38
| false
|
Buy
|
Add to core equity +1%
| -10
| -20
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -17
| -54
| 77
| 3
| false
|
Tighten stops on momentum names
|
P0140
|
Cautious
|
Trust
|
USD
|
2025-03-06
| 495,457
| 70,621
| 424,836
| 1
| 51.2
| 38
| 0
| 10.7
|
VNQ:14.7%;XLF:16.9%;AMZN:15.9%;QQQ:19.3%;MSFT:19.9%;BND:13.2%
|
US:59.9;EU:11.3;APAC:11.6;EM:13.6;Other:3.5
|
Value:-0.8;Growth:+0.8;Quality:+0.1;Size:+0.8;Momentum:+0.6;LowVol:+0.3
|
ESGOnly;NoMargin
| 5
| 25
| 3.6
|
trailing 8%
| 100
| 14.1
|
Bull
| 17.8
| 4.34
| 2.4
| 117
| 82
| 86
| 37
| false
|
Buy
|
Add to core equity +1%
| 27
| -26
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 50
| -39
| 136
| 5
| false
|
Increase defensive factor exposure
|
P0141
|
Cautious
|
Trust
|
USD
|
2024-11-26
| 827,500
| 83,981
| 743,519
| 1
| 47.5
| 33.2
| 3.2
| 16
|
TLT:15.3%;BND:19.8%;QQQ:16.1%;MSFT:11.3%;HYG:18.7%;VTI:18.8%
|
US:61.4;EU:15.3;APAC:11.2;EM:11.4;Other:0.7
|
Value:-0.2;Growth:+0.9;Quality:-0.0;Size:+0.6;Momentum:+0.4;LowVol:-0.0
|
NoDerivatives;NoMargin
| 10
| 30
| 4.5
|
trailing 8%
| 154
| 15.1
|
Sideways
| 20.8
| 4.75
| 2.4
| 126
| 31
| 61
| 47
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -27
|
BrokerB
|
LMT
| 89
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -44
| -36
| 96
| 2
| true
|
Tax-aware sells next window
|
P0142
|
Cautious
|
401k
|
USD
|
2025-04-17
| 831,962
| 98,531
| 733,431
| 1
| 45.3
| 32.8
| 8.5
| 13.3
|
IEF:12.9%;VOO:15.2%;MSFT:24.1%;TLT:24.1%;BRK.B:23.8%
|
US:55.2;EU:12.9;APAC:14.8;EM:12.2;Other:5.0
|
Value:+1.0;Growth:-0.3;Quality:-0.1;Size:+0.2;Momentum:-0.0;LowVol:+1.0
|
NoMargin
| 5
| 30
| 3.1
|
trailing 10%
| 142
| 17.5
|
Bull
| 16.8
| 4.86
| 2.4
| 107
| 32
| 70
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 0
| -38
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 97
| -41
| 112
| 5
| false
|
Within IPS guidelines
|
P0143
|
Opportunistic
|
401k
|
USD
|
2024-11-25
| 1,019,017
| 87,581
| 931,436
| 1
| 65
| 13.8
| 14.5
| 6.7
|
VTI:17.4%;QQQ:16.4%;MUB:24.9%;BND:16.4%;VNQ:24.9%
|
US:67.6;EU:18.8;APAC:6.0;EM:7.5;Other:0.0
|
Value:+0.6;Growth:-0.5;Quality:+0.7;Size:-0.1;Momentum:+1.0;LowVol:-1.0
|
MaxPos8%
| 6
| 25
| 5.4
|
hard 12%
| 197
| 21.2
|
Volatile
| 22.8
| 3.73
| 3.4
| 178
| 3
| 40
| 57
| false
|
Buy
|
Add to core equity +1%
| 28
| -22
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| 67
| 14
| 163
| 5
| false
|
Within IPS guidelines
|
P0144
|
Systematic
|
Roth
|
USD
|
2025-07-26
| 1,611,428
| 145,633
| 1,465,795
| 1
| 65
| 27.8
| 0
| 7.2
|
TSLA:26.2%;IEF:26.2%;VNQ:21.4%;VTI:26.2%
|
US:65.2;EU:9.6;APAC:9.0;EM:12.8;Other:3.4
|
Value:+0.1;Growth:+0.8;Quality:+0.1;Size:-0.2;Momentum:-0.2;LowVol:+0.5
| null | 6
| 25
| 4.9
|
hard 12%
| 217
| 26.3
|
Bull
| 14.3
| 4.85
| 3.1
| 80
| 106
| 100
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 10
| -27
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| 32
| -4
| 29
| 4
| false
|
Monitor dispersion and breadth
|
P0145
|
Active
|
401k
|
USD
|
2024-08-25
| 1,880,294
| 217,025
| 1,663,269
| 1
| 55.5
| 31.7
| 3.3
| 9.4
|
XLF:13.3%;QQQ:11.9%;MUB:24.9%;VOO:24.9%;GLD:24.9%
|
US:71.6;EU:7.2;APAC:13.4;EM:6.5;Other:1.4
|
Value:+0.5;Growth:+0.4;Quality:-0.4;Size:+0.1;Momentum:+0.4;LowVol:-0.7
| null | 6
| 35
| 4
|
trailing 9%
| 192
| 22.2
|
Volatile
| 24
| 3.75
| 3.7
| 148
| -48
| 16
| 64
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 22
| -12
|
BrokerA
|
VWAP
| 88
| null | null |
Normal monitoring
| 99
| -14
| 110
| 5
| false
|
Tax-aware sells next window
|
P0146
|
Opportunistic
|
Roth
|
USD
|
2025-03-02
| 1,443,769
| 96,735
| 1,347,034
| 1.1
| 67.4
| 13.6
| 14.3
| 4.7
|
IEF:13.6%;BND:21.0%;XLF:9.4%;HYG:17.0%;AMZN:18.0%;VNQ:21.0%
|
US:68.0;EU:13.2;APAC:9.5;EM:7.4;Other:1.9
|
Value:-0.2;Growth:-0.6;Quality:0.0;Size:-0.5;Momentum:+0.5;LowVol:+0.6
|
NoDerivatives
| 10
| 30
| 5.3
|
trailing 9%
| 184
| 21.1
|
Volatile
| 24.1
| 5.24
| 3.5
| 155
| 16
| 58
| 63
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -3
|
BrokerD
|
LMT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -6
| -18
| 40
| 3
| false
|
Tighten stops on momentum names
|
P0147
|
Active
|
Taxable
|
USD
|
2025-08-16
| 776,640
| 83,363
| 693,277
| 1
| 67.9
| 21.5
| 0.7
| 9.9
|
QQQ:11.3%;MSFT:22.3%;MUB:21.7%;AAPL:22.3%;XLF:22.3%
|
US:61.5;EU:8.9;APAC:15.8;EM:11.0;Other:2.9
|
Value:-0.5;Growth:+0.7;Quality:-0.2;Size:-0.3;Momentum:+0.9;LowVol:+0.5
| null | 10
| 35
| 4.3
|
hard 12%
| 224
| 25
|
Bear
| 28.4
| 4.12
| 2.9
| 212
| -92
| 9
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 31
| -26
|
BrokerA
|
LMT
| 98
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 25
| -42
| 31
| 5
| false
|
Tighten stops on momentum names
|
P0148
|
Active
|
Trust
|
USD
|
2025-11-09
| 2,110,315
| 224,493
| 1,885,822
| 1
| 69
| 20.4
| 3.1
| 7.5
|
QQQ:23.2%;AAPL:23.2%;VTI:16.4%;VNQ:13.9%;TLT:23.2%
|
US:66.1;EU:17.8;APAC:7.0;EM:7.1;Other:2.0
|
Value:+0.8;Growth:-0.2;Quality:-0.4;Size:-0.6;Momentum:+0.8;LowVol:-0.4
|
MaxPos5%
| 8
| 30
| 4.3
|
trailing 8%
| 144
| 23.5
|
Sideways
| 18.8
| 4.3
| 2.4
| 136
| 24
| 77
| 67
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 13
| -1
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 106
| -30
| 176
| 3
| false
|
Monitor dispersion and breadth
|
P0149
|
Cautious
|
Roth
|
USD
|
2025-08-31
| 235,377
| 26,613
| 208,764
| 1
| 43.5
| 32.8
| 9.7
| 14
|
BND:34.2%;TLT:31.6%;XLF:34.2%
|
US:65.2;EU:10.7;APAC:16.4;EM:6.9;Other:0.9
|
Value:-0.7;Growth:+0.6;Quality:-0.4;Size:+0.7;Momentum:-0.2;LowVol:+0.4
|
NoMargin
| 6
| 25
| 4.9
|
trailing 8%
| 134
| 19.2
|
Bull
| 11.5
| 4.95
| 2.7
| 86
| 95
| 100
| 20
| false
|
Sell
|
Trim extended winner -1%
| -9
| -14
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 18
| -30
| 105
| 5
| false
|
Increase defensive factor exposure
|
P0150
|
Systematic
|
Roth
|
USD
|
2025-03-13
| 895,026
| 85,103
| 809,923
| 1
| 61.7
| 29.2
| 0
| 9.1
|
TSLA:17.6%;MUB:27.5%;GLD:27.5%;VOO:27.5%
|
US:71.4;EU:12.4;APAC:9.6;EM:2.7;Other:3.8
|
Value:-0.7;Growth:-0.2;Quality:-0.1;Size:-0.7;Momentum:+0.5;LowVol:+0.2
|
MaxPos6%
| 8
| 35
| 5.2
|
trailing 9%
| 135
| 21.9
|
Volatile
| 28.4
| 4.96
| 3.5
| 145
| 18
| 47
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 10
| -28
|
BrokerB
|
VWAP
| 91
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 87
| -33
| 127
| 4
| true
|
Monitor dispersion and breadth
|
P0151
|
Opportunistic
|
401k
|
USD
|
2025-12-12
| 924,521
| 78,319
| 846,202
| 1
| 71.5
| 14.5
| 7.2
| 6.8
|
MUB:18.0%;HYG:18.5%;MSFT:12.6%;GLD:21.9%;IEF:19.2%;BND:9.9%
|
US:69.0;EU:12.2;APAC:5.0;EM:9.3;Other:4.5
|
Value:+0.4;Growth:-0.7;Quality:+0.4;Size:-1.0;Momentum:+0.8;LowVol:-0.0
| null | 8
| 30
| 4.2
|
trailing 7%
| 257
| 23.6
|
Bull
| 12
| 4.62
| 3.1
| 108
| 35
| 69
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -25
|
BrokerD
|
LMT
| 85
| null | null |
Normal monitoring
| 85
| -13
| 50
| 4
| false
|
Tax-aware sells next window
|
P0152
|
Hands-off
|
Taxable
|
USD
|
2025-05-26
| 251,138
| 23,647
| 227,491
| 1
| 66.1
| 19.6
| 8.8
| 5.5
|
XLF:33.3%;BRK.B:33.3%;HYG:33.3%
|
US:68.7;EU:9.8;APAC:11.8;EM:7.6;Other:2.0
|
Value:-0.7;Growth:-0.4;Quality:-0.6;Size:+0.9;Momentum:-0.0;LowVol:-0.1
|
ESGOnly
| 10
| 30
| 5.9
|
hard 10%
| 90
| 16.3
|
Bull
| 17.5
| 4.98
| 2.7
| 82
| 113
| 100
| 44
| false
|
Buy
|
Add to core equity +1%
| 14
| -31
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 30
| 10
| 56
| 5
| false
|
Monitor dispersion and breadth
|
P0153
|
Opportunistic
|
IRA
|
USD
|
2024-08-06
| 1,433,402
| 65,269
| 1,368,133
| 1
| 66.5
| 17.4
| 8.5
| 7.7
|
BND:24.3%;VNQ:15.0%;MUB:17.7%;IEF:18.7%;AAPL:24.3%
|
US:58.1;EU:14.5;APAC:13.5;EM:10.0;Other:3.9
|
Value:+0.1;Growth:0.0;Quality:+0.9;Size:+0.8;Momentum:+1.0;LowVol:-0.3
| null | 7
| 25
| 4.5
|
hard 12%
| 176
| 20.6
|
Bull
| 14
| 4.74
| 2.7
| 70
| 63
| 79
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -16
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| -7
| -35
| 76
| 5
| false
|
Monitor dispersion and breadth
|
P0154
|
Hands-off
|
Taxable
|
USD
|
2024-10-21
| 213,547
| 17,147
| 196,400
| 1
| 69.9
| 22.6
| 0
| 7.6
|
HYG:26.7%;VOO:18.8%;TLT:14.3%;QQQ:13.5%;GLD:26.7%
|
US:54.5;EU:18.7;APAC:12.4;EM:11.5;Other:2.9
|
Value:+0.1;Growth:0.0;Quality:+0.4;Size:-0.8;Momentum:-0.8;LowVol:+0.8
| null | 6
| 30
| 4.4
|
hard 10%
| 119
| 14.2
|
Sideways
| 17.9
| 4.74
| 2.8
| 134
| -24
| 39
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| 10
|
BrokerC
|
VWAP
| 96
| null | null |
Normal monitoring
| -49
| -14
| 16
| 4
| false
|
Tighten stops on momentum names
|
P0155
|
Hands-off
|
Trust
|
USD
|
2025-03-12
| 572,582
| 37,818
| 534,764
| 1
| 65
| 18
| 11.2
| 5.8
|
GLD:30.5%;BND:34.8%;BRK.B:34.8%
|
US:71.3;EU:10.4;APAC:9.8;EM:8.1;Other:0.5
|
Value:-0.6;Growth:+0.4;Quality:-0.0;Size:+0.7;Momentum:+0.3;LowVol:-0.5
|
ESGOnly
| 7
| 30
| 3.7
|
hard 10%
| 159
| 17.3
|
Bear
| 30.8
| 3.74
| 2.4
| 174
| -18
| 51
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| 2
|
BrokerD
|
MKT
| 91
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -4
| -8
| 106
| 3
| true
|
Tighten stops on momentum names
|
P0156
|
Hands-off
|
401k
|
USD
|
2025-07-12
| 261,569
| 10,926
| 250,643
| 1
| 66.7
| 26.9
| 0
| 6.4
|
VOO:21.4%;TSLA:14.3%;VNQ:21.4%;BRK.B:21.4%;MSFT:21.4%
|
US:63.6;EU:13.7;APAC:11.7;EM:9.2;Other:1.8
|
Value:-0.8;Growth:-0.2;Quality:-0.5;Size:-0.0;Momentum:-0.5;LowVol:+0.3
|
ESGOnly;MaxPos8%
| 8
| 30
| 5.9
|
trailing 8%
| 102
| 13
|
Volatile
| 30.5
| 5.11
| 4.3
| 171
| 43
| 76
| 88
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 24
| -13
|
BrokerA
|
LMT
| 89
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -56
| -52
| -84
| 2
| false
|
Tighten stops on momentum names
|
P0157
|
Hands-off
|
Roth
|
USD
|
2024-09-22
| 747,563
| 46,420
| 701,143
| 1
| 60.8
| 26.7
| 7.3
| 5.2
|
MUB:30.8%;GLD:30.8%;VTI:15.9%;XLF:22.4%
|
US:64.8;EU:15.4;APAC:11.4;EM:7.9;Other:0.5
|
Value:-0.8;Growth:-0.4;Quality:+1.0;Size:+0.5;Momentum:+1.0;LowVol:+0.4
|
MaxPos6%
| 5
| 25
| 3.9
|
hard 10%
| 151
| 13.8
|
Bull
| 12.6
| 4.58
| 3.2
| 79
| 48
| 81
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -15
|
BrokerA
|
MKT
| 88
| null | null |
Normal monitoring
| 35
| -5
| 98
| 5
| false
|
Increase defensive factor exposure
|
P0158
|
Cautious
|
Taxable
|
USD
|
2024-12-05
| 535,429
| 82,158
| 453,271
| 1
| 47.8
| 42
| 0
| 10.2
|
VTI:19.5%;VOO:15.2%;BRK.B:15.6%;AMZN:13.1%;GLD:20.1%;TSLA:16.4%
|
US:62.8;EU:6.3;APAC:17.2;EM:8.3;Other:5.5
|
Value:+0.9;Growth:+0.6;Quality:+0.5;Size:0.0;Momentum:-0.9;LowVol:+0.9
|
NoMargin
| 8
| 25
| 5.2
|
hard 10%
| 137
| 16.3
|
Sideways
| 19.1
| 4.19
| 3.4
| 105
| 28
| 53
| 52
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| -19
|
BrokerB
|
LMT
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 97
| 8
| 168
| 3
| false
|
Tighten stops on momentum names
|
P0159
|
Active
|
IRA
|
USD
|
2025-12-25
| 2,133,402
| 134,916
| 1,998,486
| 1.22
| 66
| 22.5
| 2.8
| 8.8
|
QQQ:19.0%;AAPL:12.0%;VNQ:23.9%;MUB:11.8%;BRK.B:23.9%;AMZN:9.4%
|
US:74.2;EU:7.8;APAC:9.7;EM:7.3;Other:0.9
|
Value:0.0;Growth:-0.0;Quality:+0.4;Size:-0.8;Momentum:-0.0;LowVol:-0.7
|
NoDerivatives
| 6
| 35
| 5.2
|
hard 12%
| 225
| 27.8
|
Bull
| 11.4
| 3.86
| 3.4
| 92
| 27
| 75
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| -7
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| 88
| -8
| 155
| 3
| false
|
Tighten stops on momentum names
|
P0160
|
Opportunistic
|
401k
|
USD
|
2025-11-12
| 1,106,242
| 41,196
| 1,065,046
| 1
| 71.2
| 20
| 0
| 8.8
|
MUB:21.8%;VOO:9.0%;TSLA:24.3%;AAPL:24.3%;IEF:20.7%
|
US:63.7;EU:11.6;APAC:13.9;EM:7.2;Other:3.6
|
Value:-0.7;Growth:-0.5;Quality:-0.2;Size:-0.3;Momentum:-0.5;LowVol:-0.7
|
MaxPos5%
| 7
| 25
| 6.7
|
trailing 9%
| 160
| 22
|
Volatile
| 23.4
| 3.72
| 3.3
| 176
| 72
| 81
| 76
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 3
| -1
|
BrokerB
|
LMT
| 87
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 43
| -59
| 123
| 5
| false
|
Within IPS guidelines
|
P0161
|
Hands-off
|
Trust
|
USD
|
2024-08-14
| 516,527
| 28,581
| 487,946
| 1
| 57.1
| 23
| 12.6
| 7.3
|
VTI:13.6%;VNQ:22.3%;TSLA:20.3%;VOO:21.6%;BRK.B:22.3%
|
US:66.0;EU:17.4;APAC:10.8;EM:4.3;Other:1.5
|
Value:-0.4;Growth:-0.9;Quality:+0.3;Size:-0.4;Momentum:-0.0;LowVol:+0.3
|
MaxPos8%
| 6
| 35
| 5.1
|
hard 10%
| 111
| 14.9
|
Bull
| 16.7
| 4.3
| 2.8
| 101
| 50
| 83
| 48
| true
|
Rebalance
|
Rebalance back to target bands
| 3
| -31
|
BrokerA
|
LMT
| 92
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -23
| 13
| 40
| 3
| false
|
Tax-aware sells next window
|
P0162
|
Active
|
IRA
|
USD
|
2025-04-25
| 1,579,192
| 137,790
| 1,441,402
| 1.16
| 51
| 19.3
| 23.9
| 5.8
|
AMZN:21.7%;XLF:21.9%;VOO:21.7%;MSFT:12.7%;BRK.B:21.9%
|
US:56.6;EU:18.8;APAC:11.3;EM:8.9;Other:4.3
|
Value:+0.9;Growth:-0.2;Quality:-0.5;Size:+0.1;Momentum:+0.1;LowVol:-0.6
| null | 8
| 25
| 5.7
|
hard 12%
| 198
| 22.2
|
Volatile
| 21.7
| 5.32
| 4.4
| 133
| 26
| 68
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| 2
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 17
| -59
| -19
| 3
| false
|
Tax-aware sells next window
|
P0163
|
Hands-off
|
IRA
|
USD
|
2025-01-13
| 750,624
| 47,695
| 702,929
| 1
| 66
| 29.1
| 0
| 4.9
|
BND:13.1%;QQQ:13.5%;GLD:25.4%;XLF:22.7%;TLT:25.4%
|
US:59.9;EU:17.9;APAC:13.3;EM:6.3;Other:2.6
|
Value:+0.3;Growth:0.0;Quality:-0.3;Size:+0.5;Momentum:-0.9;LowVol:-0.8
| null | 6
| 35
| 4.7
|
trailing 8%
| 128
| 15.9
|
Bull
| 12.3
| 4.64
| 3.4
| 97
| 106
| 100
| 52
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 14
| -39
|
BrokerB
|
MKT
| 99
| null | null |
Normal monitoring
| 50
| 4
| 14
| 5
| false
|
Increase defensive factor exposure
|
P0164
|
Systematic
|
401k
|
USD
|
2024-12-27
| 1,173,770
| 111,676
| 1,062,094
| 1
| 66.9
| 22.3
| 5.7
| 5.1
|
BND:33.3%;IEF:33.3%;VNQ:33.3%
|
US:70.6;EU:8.4;APAC:7.5;EM:11.8;Other:1.7
|
Value:-0.3;Growth:-0.8;Quality:-0.5;Size:0.0;Momentum:-0.0;LowVol:-0.8
| null | 6
| 30
| 5.2
|
trailing 9%
| 189
| 25.7
|
Bull
| 12
| 3.87
| 2.9
| 74
| 43
| 82
| 39
| false
|
Buy
|
Add to core equity +1%
| 30
| -4
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 81
| -53
| 162
| 3
| false
|
Tax-aware sells next window
|
P0165
|
Cautious
|
Taxable
|
USD
|
2024-11-07
| 719,846
| 68,146
| 651,700
| 1
| 41.1
| 37.1
| 9.7
| 12
|
TLT:24.7%;GLD:24.7%;BRK.B:16.2%;XLF:9.9%;BND:24.7%
|
US:73.8;EU:14.5;APAC:4.9;EM:4.0;Other:2.8
|
Value:-0.8;Growth:+0.6;Quality:-0.4;Size:+0.8;Momentum:+0.2;LowVol:-0.1
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 30
| 3
|
trailing 8%
| 90
| 17.1
|
Bull
| 11.8
| 3.78
| 2.3
| 101
| 107
| 100
| 31
| false
|
Buy
|
Add to core equity +1%
| 1
| -4
|
BrokerD
|
VWAP
| 91
| null | null |
Normal monitoring
| 35
| -21
| 56
| 4
| false
|
Increase defensive factor exposure
|
P0166
|
Systematic
|
Taxable
|
USD
|
2025-03-05
| 553,973
| 42,463
| 511,510
| 1
| 66.8
| 24.8
| 0
| 8.4
|
XLF:13.1%;QQQ:8.8%;IEF:20.5%;VOO:20.5%;BRK.B:16.7%;AAPL:20.5%
|
US:64.1;EU:17.3;APAC:9.2;EM:4.6;Other:4.7
|
Value:+0.1;Growth:-0.8;Quality:-0.9;Size:-0.5;Momentum:+1.0;LowVol:+0.4
|
NoDerivatives
| 7
| 25
| 5.3
|
trailing 9%
| 123
| 20.3
|
Bull
| 15.9
| 4.62
| 2.5
| 109
| 84
| 95
| 60
| false
|
Buy
|
Add to core equity +1%
| 23
| -5
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| 67
| 0
| 123
| 3
| false
|
Tax-aware sells next window
|
P0167
|
Opportunistic
|
401k
|
USD
|
2025-11-12
| 1,464,526
| 126,594
| 1,337,932
| 1
| 71.1
| 20.8
| 0
| 8
|
MSFT:13.2%;AMZN:28.9%;IEF:28.9%;BRK.B:28.9%
|
US:66.5;EU:16.8;APAC:8.2;EM:8.0;Other:0.6
|
Value:-0.9;Growth:-0.7;Quality:+0.7;Size:+0.8;Momentum:+0.6;LowVol:+0.6
|
MaxPos7%
| 6
| 35
| 4.6
|
trailing 7%
| 169
| 21.9
|
Bull
| 11.5
| 3.54
| 2.9
| 120
| 110
| 100
| 38
| true
|
Hedge
|
Buy index puts 1% notional
| 19
| -27
|
BrokerB
|
MKT
| 93
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 35
| -28
| 139
| 5
| false
|
Increase defensive factor exposure
|
P0168
|
Opportunistic
|
IRA
|
USD
|
2025-08-29
| 998,002
| 64,953
| 933,049
| 1
| 63.8
| 12
| 18.5
| 5.7
|
AAPL:21.2%;XLF:23.1%;BND:23.1%;AMZN:9.5%;HYG:23.1%
|
US:66.8;EU:14.3;APAC:13.8;EM:3.8;Other:1.2
|
Value:-0.6;Growth:-0.3;Quality:-0.1;Size:-0.7;Momentum:-0.9;LowVol:+1.0
| null | 6
| 35
| 5
|
trailing 7%
| 171
| 34.9
|
Bear
| 22.1
| 4.1
| 1.9
| 185
| -5
| 40
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| -39
|
BrokerD
|
LMT
| 100
| null | null |
Normal monitoring
| 96
| 11
| 144
| 3
| false
|
Tighten stops on momentum names
|
P0169
|
Active
|
401k
|
USD
|
2025-11-30
| 2,368,088
| 156,961
| 2,211,127
| 1
| 56.8
| 30.3
| 3.3
| 9.6
|
BRK.B:21.9%;TLT:26.8%;TSLA:26.8%;AAPL:24.5%
|
US:61.3;EU:17.5;APAC:8.3;EM:10.6;Other:2.4
|
Value:+0.2;Growth:-0.1;Quality:+1.0;Size:-0.5;Momentum:+0.8;LowVol:-0.5
|
MaxPos5%
| 8
| 25
| 4.8
|
trailing 9%
| 154
| 26.7
|
Volatile
| 21.5
| 5.14
| 3
| 122
| -18
| 49
| 61
| false
|
Sell
|
Trim extended winner -1%
| 24
| -12
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| 7
| -29
| 7
| 3
| false
|
Increase defensive factor exposure
|
P0170
|
Systematic
|
Taxable
|
USD
|
2025-09-02
| 1,186,448
| 61,373
| 1,125,075
| 1
| 63.4
| 27.8
| 0
| 8.9
|
HYG:33.3%;BND:33.3%;AAPL:33.3%
|
US:60.6;EU:15.7;APAC:9.5;EM:11.4;Other:2.9
|
Value:+0.6;Growth:-0.9;Quality:-0.8;Size:-0.6;Momentum:+0.9;LowVol:+0.4
| null | 8
| 25
| 4.1
|
hard 12%
| 196
| 23.4
|
Bull
| 13.2
| 4.16
| 2.3
| 110
| 79
| 76
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -35
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 59
| 7
| 36
| 3
| false
|
Increase defensive factor exposure
|
P0171
|
Active
|
Taxable
|
USD
|
2025-11-07
| 553,415
| 63,190
| 490,225
| 1.15
| 63.1
| 24
| 3.4
| 9.5
|
AMZN:17.6%;TSLA:17.1%;BND:7.9%;IEF:16.1%;HYG:20.7%;MUB:20.7%
|
US:75.1;EU:7.3;APAC:9.0;EM:5.4;Other:3.2
|
Value:+0.6;Growth:+0.6;Quality:+1.0;Size:+0.6;Momentum:-0.8;LowVol:+0.1
| null | 5
| 30
| 5.1
|
trailing 8%
| 181
| 26.2
|
Volatile
| 27.8
| 4.11
| 4.3
| 173
| 58
| 72
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| -37
|
BrokerA
|
MKT
| 97
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 98
| -4
| 232
| 5
| false
|
Tighten stops on momentum names
|
P0172
|
Active
|
Trust
|
USD
|
2025-09-12
| 1,221,703
| 136,814
| 1,084,889
| 1
| 61.6
| 28.1
| 4.6
| 5.7
|
TLT:21.0%;VNQ:8.8%;VTI:19.5%;HYG:20.3%;MUB:9.5%;XLF:21.0%
|
US:62.6;EU:18.7;APAC:9.7;EM:4.5;Other:4.5
|
Value:+0.8;Growth:-0.7;Quality:0.0;Size:-0.0;Momentum:+0.3;LowVol:-0.1
| null | 8
| 35
| 4.8
|
trailing 9%
| 184
| 25.8
|
Bull
| 15.7
| 3.84
| 3.1
| 114
| 47
| 78
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| 10
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -22
| -16
| 68
| 3
| false
|
Within IPS guidelines
|
P0173
|
Hands-off
|
IRA
|
USD
|
2025-07-20
| 204,200
| 11,981
| 192,219
| 1
| 55.9
| 17.8
| 20.5
| 5.7
|
MUB:10.3%;VNQ:9.3%;GLD:19.8%;HYG:20.8%;TLT:19.0%;VOO:20.8%
|
US:72.0;EU:12.8;APAC:9.8;EM:4.7;Other:0.6
|
Value:-0.6;Growth:-0.1;Quality:-0.8;Size:-0.9;Momentum:-0.0;LowVol:+0.1
|
MaxPos7%
| 5
| 35
| 3.2
|
hard 10%
| 150
| 18.2
|
Bull
| 12.7
| 4.82
| 2.8
| 93
| 35
| 69
| 31
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| -5
|
BrokerC
|
VWAP
| 96
| null | null |
Normal monitoring
| -18
| -23
| -2
| 4
| false
|
Tax-aware sells next window
|
P0174
|
Cautious
|
Taxable
|
USD
|
2025-01-07
| 802,179
| 72,754
| 729,425
| 1
| 52.8
| 37
| 0
| 10.2
|
HYG:33.3%;QQQ:33.3%;TSLA:33.3%
|
US:56.9;EU:17.4;APAC:10.4;EM:10.4;Other:4.9
|
Value:+0.1;Growth:+0.6;Quality:-0.1;Size:+0.1;Momentum:-0.9;LowVol:-0.2
|
NoMargin
| 8
| 30
| 4.8
|
hard 10%
| 105
| 17.8
|
Bear
| 22.7
| 3.03
| 1.1
| 150
| -118
| 6
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| -6
|
BrokerD
|
VWAP
| 89
| null | null |
Normal monitoring
| 100
| -54
| 210
| 4
| false
|
Monitor dispersion and breadth
|
P0175
|
Opportunistic
|
Taxable
|
USD
|
2024-12-18
| 690,693
| 23,409
| 667,284
| 1
| 69.1
| 18.7
| 7.7
| 4.5
|
VNQ:23.8%;BRK.B:13.9%;MSFT:21.9%;TSLA:16.5%;VTI:23.8%
|
US:68.0;EU:13.1;APAC:8.5;EM:7.6;Other:2.8
|
Value:-0.2;Growth:+0.3;Quality:+0.8;Size:+0.2;Momentum:-0.9;LowVol:-0.2
| null | 10
| 30
| 4.5
|
hard 12%
| 244
| 21
|
Bear
| 29.5
| 4.07
| 1.6
| 203
| -48
| 29
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -30
|
BrokerD
|
VWAP
| 87
| null | null |
Normal monitoring
| 63
| -24
| 91
| 4
| false
|
Tax-aware sells next window
|
P0176
|
Systematic
|
Taxable
|
USD
|
2025-10-08
| 1,474,110
| 79,442
| 1,394,668
| 1
| 64.3
| 24.1
| 6.3
| 5.2
|
MUB:33.3%;HYG:33.3%;AAPL:33.3%
|
US:64.0;EU:17.5;APAC:7.0;EM:8.9;Other:2.6
|
Value:-0.0;Growth:+0.7;Quality:-0.3;Size:-0.5;Momentum:-0.2;LowVol:+0.9
|
NoDerivatives
| 6
| 30
| 4.3
|
trailing 9%
| 184
| 16.1
|
Sideways
| 21.6
| 4.23
| 2.4
| 107
| 8
| 52
| 66
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| -18
|
BrokerC
|
VWAP
| 87
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -32
| -44
| 89
| 4
| false
|
Within IPS guidelines
|
P0177
|
Cautious
|
Roth
|
USD
|
2025-08-28
| 794,841
| 108,342
| 686,499
| 1
| 44.9
| 41
| 0
| 14.1
|
VNQ:9.7%;XLF:20.0%;HYG:18.8%;GLD:10.7%;VTI:20.4%;IEF:20.4%
|
US:62.5;EU:13.9;APAC:11.5;EM:8.4;Other:3.7
|
Value:+1.0;Growth:+0.3;Quality:-0.1;Size:-0.9;Momentum:+0.7;LowVol:-0.9
|
ESGOnly;MaxPos5%;NoMargin
| 8
| 35
| 4.9
|
hard 10%
| 93
| 19.2
|
Sideways
| 17.9
| 4.59
| 3.2
| 116
| 29
| 63
| 51
| true
|
Rebalance
|
Rebalance back to target bands
| 20
| 3
|
BrokerB
|
MKT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 52
| 6
| 113
| 2
| false
|
Increase defensive factor exposure
|
P0178
|
Active
|
Taxable
|
USD
|
2024-08-31
| 1,602,346
| 105,256
| 1,497,090
| 1.1
| 58.4
| 21.8
| 14.6
| 5.2
|
BRK.B:9.9%;TLT:22.2%;MSFT:21.1%;HYG:11.2%;BND:22.2%;VNQ:13.4%
|
US:68.4;EU:17.8;APAC:9.0;EM:4.5;Other:0.4
|
Value:+0.5;Growth:-0.1;Quality:+0.7;Size:+0.7;Momentum:-0.9;LowVol:+0.6
|
MaxPos6%
| 7
| 35
| 4.9
|
trailing 8%
| 188
| 22.6
|
Sideways
| 17.5
| 4.21
| 3.1
| 99
| -7
| 41
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -6
|
BrokerA
|
VWAP
| 86
| null | null |
Normal monitoring
| 12
| -3
| -1
| 3
| false
|
Monitor dispersion and breadth
|
P0179
|
Hands-off
|
Trust
|
USD
|
2025-05-15
| 727,465
| 64,275
| 663,190
| 1
| 70.3
| 24.3
| 0
| 5.3
|
TSLA:22.4%;BND:21.6%;AAPL:22.5%;AMZN:10.9%;MSFT:22.5%
|
US:73.2;EU:7.6;APAC:8.2;EM:7.5;Other:3.5
|
Value:+0.9;Growth:0.0;Quality:+0.5;Size:-0.3;Momentum:-0.0;LowVol:+0.4
|
ESGOnly;MaxPos5%;NoDerivatives
| 5
| 30
| 4.5
|
hard 10%
| 146
| 19.5
|
Volatile
| 30.9
| 5.17
| 2.7
| 111
| 79
| 92
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -7
|
BrokerC
|
VWAP
| 94
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 21
| -40
| -10
| 4
| false
|
Within IPS guidelines
|
P0180
|
Hands-off
|
Trust
|
USD
|
2025-09-28
| 701,152
| 39,677
| 661,475
| 1
| 59.7
| 27.5
| 5.1
| 7.7
|
TLT:9.7%;GLD:20.0%;BRK.B:14.2%;VOO:20.6%;HYG:17.9%;IEF:17.5%
|
US:56.5;EU:15.5;APAC:12.6;EM:10.9;Other:4.5
|
Value:+0.5;Growth:-0.4;Quality:+0.2;Size:+0.8;Momentum:+0.2;LowVol:-0.3
| null | 5
| 30
| 5.7
|
trailing 10%
| 111
| 13.2
|
Volatile
| 21.9
| 3.95
| 2.3
| 172
| -15
| 30
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| -22
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 22
| -59
| 114
| 5
| false
|
Tax-aware sells next window
|
P0181
|
Hands-off
|
401k
|
USD
|
2025-05-28
| 756,725
| 34,513
| 722,212
| 1
| 67.8
| 23.5
| 0
| 8.7
|
XLF:27.5%;VNQ:28.6%;IEF:28.6%;HYG:15.4%
|
US:61.5;EU:20.2;APAC:13.0;EM:4.2;Other:1.0
|
Value:-1.0;Growth:-0.0;Quality:-0.9;Size:+0.1;Momentum:-0.9;LowVol:+0.5
|
ESGOnly;MaxPos6%
| 6
| 25
| 4
|
trailing 8%
| 150
| 16.3
|
Bull
| 14.9
| 3.65
| 3.5
| 72
| 86
| 97
| 40
| false
|
NoAction
|
Within bands; monitor
| 2
| 6
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 15
| 20
| 104
| 4
| false
|
Increase defensive factor exposure
|
P0182
|
Cautious
|
IRA
|
USD
|
2025-07-02
| 639,386
| 97,608
| 541,778
| 1
| 39.3
| 40.3
| 7.1
| 13.4
|
TSLA:33.3%;BND:33.3%;QQQ:33.3%
|
US:65.4;EU:15.2;APAC:11.3;EM:6.2;Other:1.9
|
Value:+0.7;Growth:+0.8;Quality:+0.2;Size:+0.2;Momentum:-0.4;LowVol:-1.0
|
ESGOnly;NoMargin
| 8
| 30
| 4.2
|
trailing 10%
| 102
| 15.2
|
Bear
| 31.5
| 4.45
| 1.8
| 178
| -68
| 19
| 64
| false
|
NoAction
|
Within bands; monitor
| -1
| -20
|
BrokerC
|
VWAP
| 94
| null | null |
Normal monitoring
| 7
| -14
| 126
| 4
| false
|
Tighten stops on momentum names
|
P0183
|
Hands-off
|
Taxable
|
USD
|
2025-01-01
| 889,301
| 71,169
| 818,132
| 1
| 60.6
| 17
| 13.6
| 8.8
|
BRK.B:33.4%;VNQ:33.4%;MSFT:33.2%
|
US:60.1;EU:17.4;APAC:9.1;EM:10.4;Other:3.0
|
Value:+0.9;Growth:-0.5;Quality:+0.4;Size:-0.3;Momentum:-0.7;LowVol:+1.0
| null | 7
| 25
| 5.3
|
trailing 8%
| 118
| 16.7
|
Bear
| 27.5
| 3.59
| 2
| 171
| -75
| 5
| 70
| false
|
NoAction
|
Within bands; monitor
| 34
| -24
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| -42
| -4
| -19
| 4
| false
|
Tighten stops on momentum names
|
P0184
|
Opportunistic
|
401k
|
USD
|
2025-08-04
| 1,452,901
| 60,985
| 1,391,916
| 1
| 76.2
| 11.8
| 7.6
| 4.3
|
VOO:25.0%;MSFT:25.0%;VTI:25.0%;TLT:25.0%
|
US:69.4;EU:8.8;APAC:6.7;EM:10.5;Other:4.6
|
Value:+0.3;Growth:-0.1;Quality:+0.9;Size:-0.5;Momentum:0.0;LowVol:-1.0
| null | 7
| 25
| 4.3
|
trailing 9%
| 213
| 27.5
|
Volatile
| 21.6
| 4.89
| 4.1
| 156
| 19
| 58
| 68
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -28
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| -37
| 13
| 6
| 4
| false
|
Within IPS guidelines
|
P0185
|
Active
|
Taxable
|
USD
|
2024-11-06
| 1,035,481
| 121,382
| 914,099
| 1
| 57.3
| 19.8
| 17.4
| 5.5
|
VOO:13.4%;HYG:23.0%;QQQ:18.8%;IEF:21.7%;BRK.B:23.0%
|
US:66.0;EU:14.6;APAC:7.8;EM:7.4;Other:4.2
|
Value:-1.0;Growth:+0.7;Quality:+0.3;Size:+0.6;Momentum:-1.0;LowVol:+0.5
|
MaxPos6%;NoDerivatives
| 5
| 30
| 4.3
|
trailing 9%
| 128
| 25.8
|
Bull
| 13.3
| 4.62
| 3.3
| 106
| 37
| 77
| 42
| false
|
NoAction
|
Within bands; monitor
| -7
| 3
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| -58
| -18
| 10
| 4
| false
|
Within IPS guidelines
|
P0186
|
Hands-off
|
IRA
|
USD
|
2025-02-26
| 484,423
| 43,006
| 441,417
| 1
| 59.3
| 23.7
| 11.5
| 5.4
|
TSLA:21.2%;VNQ:19.0%;VTI:16.9%;XLF:21.2%;IEF:7.1%;TLT:14.6%
|
US:66.2;EU:6.1;APAC:12.6;EM:10.2;Other:5.0
|
Value:+0.9;Growth:-0.4;Quality:-0.9;Size:+0.8;Momentum:0.0;LowVol:-0.0
|
MaxPos8%
| 10
| 35
| 3.4
|
hard 10%
| 145
| 19.6
|
Sideways
| 19.7
| 4.77
| 2.6
| 126
| 1
| 63
| 52
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| -30
|
BrokerC
|
MKT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 76
| -40
| 190
| 2
| false
|
Increase defensive factor exposure
|
P0187
|
Systematic
|
401k
|
USD
|
2025-06-05
| 1,607,278
| 155,695
| 1,451,583
| 1
| 62.1
| 30
| 0
| 7.9
|
BRK.B:22.8%;VOO:22.8%;MUB:14.4%;MSFT:22.8%;GLD:17.3%
|
US:60.7;EU:18.6;APAC:10.6;EM:5.6;Other:4.4
|
Value:+0.2;Growth:+0.2;Quality:+1.0;Size:-0.5;Momentum:+1.0;LowVol:-0.6
|
NoDerivatives
| 8
| 35
| 4.3
|
hard 12%
| 158
| 18.6
|
Bear
| 22.8
| 3.35
| 2.2
| 208
| -62
| 10
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| -6
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 71
| -51
| 164
| 5
| false
|
Monitor dispersion and breadth
|
P0188
|
Hands-off
|
IRA
|
USD
|
2025-09-14
| 866,499
| 61,131
| 805,368
| 1
| 67.4
| 26.8
| 0
| 5.8
|
VTI:16.7%;VOO:22.3%;TLT:16.6%;BRK.B:10.7%;MUB:22.3%;IEF:11.3%
|
US:64.4;EU:14.0;APAC:12.9;EM:5.1;Other:3.7
|
Value:+0.5;Growth:-0.0;Quality:+0.8;Size:-0.9;Momentum:-0.0;LowVol:-0.6
|
ESGOnly
| 5
| 35
| 5.2
|
trailing 8%
| 116
| 12.6
|
Volatile
| 20.9
| 4.66
| 2.9
| 115
| 44
| 63
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -34
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 63
| -29
| 71
| 4
| false
|
Tighten stops on momentum names
|
P0189
|
Active
|
Taxable
|
USD
|
2025-09-19
| 2,350,983
| 240,956
| 2,110,027
| 1
| 55.3
| 28
| 7.3
| 9.5
|
VTI:33.3%;GLD:33.3%;TLT:33.3%
|
US:61.9;EU:20.2;APAC:6.2;EM:7.6;Other:4.1
|
Value:-0.2;Growth:-0.7;Quality:-0.9;Size:+0.3;Momentum:+0.8;LowVol:+0.6
|
MaxPos7%
| 7
| 35
| 5.6
|
trailing 9%
| 166
| 22.9
|
Bear
| 35
| 3.49
| 1.3
| 134
| -119
| 5
| 91
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| 0
|
BrokerB
|
MKT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 111
| -26
| 168
| 4
| true
|
Tax-aware sells next window
|
P0190
|
Cautious
|
IRA
|
USD
|
2025-09-18
| 156,893
| 22,783
| 134,110
| 1
| 40.7
| 32.7
| 8.6
| 18
|
VOO:33.6%;XLF:32.9%;AMZN:33.6%
|
US:61.5;EU:20.9;APAC:12.5;EM:4.9;Other:0.2
|
Value:+0.5;Growth:-0.4;Quality:+0.1;Size:+0.9;Momentum:+0.1;LowVol:+0.1
|
ESGOnly;NoMargin
| 6
| 25
| 3.9
|
trailing 8%
| 112
| 18.5
|
Volatile
| 24.7
| 3.69
| 2.9
| 120
| -13
| 33
| 49
| false
|
Buy
|
Add to core equity +1%
| 26
| -36
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| -16
| -41
| 52
| 4
| false
|
Tax-aware sells next window
|
P0191
|
Opportunistic
|
Trust
|
USD
|
2025-01-03
| 844,156
| 39,177
| 804,979
| 1
| 61.5
| 21.4
| 12.2
| 5
|
AMZN:18.4%;BRK.B:24.0%;TSLA:9.7%;IEF:24.0%;VTI:24.0%
|
US:64.9;EU:10.8;APAC:15.2;EM:6.5;Other:2.7
|
Value:+0.1;Growth:+0.9;Quality:-0.2;Size:-0.7;Momentum:0.0;LowVol:-0.1
| null | 6
| 35
| 6
|
trailing 9%
| 216
| 26.9
|
Sideways
| 14.7
| 3.65
| 2.4
| 90
| -21
| 46
| 55
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| 11
|
BrokerA
|
LMT
| 94
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 57
| -2
| 172
| 2
| false
|
Increase defensive factor exposure
|
P0192
|
Cautious
|
401k
|
USD
|
2025-04-09
| 352,963
| 55,743
| 297,220
| 1
| 47.4
| 41.5
| 0
| 11.1
|
TSLA:33.3%;TLT:33.3%;AAPL:33.3%
|
US:74.0;EU:6.8;APAC:13.6;EM:3.5;Other:2.2
|
Value:+0.7;Growth:-0.5;Quality:-0.3;Size:+0.8;Momentum:-0.4;LowVol:-1.0
|
NoMargin
| 6
| 30
| 4.6
|
hard 10%
| 140
| 18.5
|
Bull
| 15.6
| 4.8
| 2.6
| 92
| 102
| 95
| 36
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| -30
|
BrokerB
|
MKT
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -59
| -29
| 72
| 4
| false
|
Tighten stops on momentum names
|
P0193
|
Systematic
|
Trust
|
USD
|
2024-07-11
| 1,921,390
| 156,450
| 1,764,940
| 1
| 63.3
| 31.6
| 0
| 5.1
|
VOO:22.8%;QQQ:22.8%;IEF:22.8%;TSLA:21.6%;BRK.B:9.9%
|
US:71.6;EU:13.1;APAC:8.9;EM:3.9;Other:2.6
|
Value:+0.3;Growth:+0.1;Quality:-0.9;Size:-0.4;Momentum:-0.5;LowVol:-0.2
| null | 10
| 35
| 4.2
|
trailing 8%
| 127
| 26.4
|
Volatile
| 26.5
| 4.65
| 3.5
| 150
| -31
| 46
| 65
| false
|
Sell
|
Trim extended winner -1%
| 10
| -32
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 11
| -57
| -21
| 3
| false
|
Tax-aware sells next window
|
P0194
|
Active
|
Taxable
|
USD
|
2025-10-03
| 873,636
| 77,196
| 796,440
| 1
| 64.2
| 19.1
| 7.5
| 9.1
|
BRK.B:29.2%;AMZN:29.2%;XLF:29.2%;QQQ:12.3%
|
US:57.5;EU:21.4;APAC:12.3;EM:5.3;Other:3.5
|
Value:-0.6;Growth:+0.6;Quality:+0.1;Size:+0.4;Momentum:+0.6;LowVol:-0.2
| null | 10
| 30
| 5.5
|
trailing 9%
| 152
| 22.5
|
Bull
| 16.3
| 4.01
| 3
| 87
| 68
| 89
| 53
| false
|
Buy
|
Add to core equity +1%
| -7
| -17
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 62
| -8
| 35
| 4
| false
|
Monitor dispersion and breadth
|
P0195
|
Active
|
Trust
|
USD
|
2025-04-01
| 2,430,907
| 250,310
| 2,180,597
| 1
| 62.7
| 24.4
| 4.8
| 8.1
|
MUB:23.2%;GLD:21.5%;TLT:23.2%;MSFT:23.2%;AAPL:8.9%
|
US:64.8;EU:8.8;APAC:14.1;EM:10.7;Other:1.7
|
Value:-0.4;Growth:-0.8;Quality:-0.8;Size:-0.1;Momentum:+0.6;LowVol:+0.3
| null | 8
| 35
| 4.2
|
trailing 9%
| 181
| 17
|
Volatile
| 26.9
| 4.14
| 3.5
| 155
| 21
| 53
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| 7
|
BrokerA
|
VWAP
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -37
| -38
| 81
| 5
| true
|
Tighten stops on momentum names
|
P0196
|
Active
|
Trust
|
USD
|
2025-07-09
| 916,199
| 91,005
| 825,194
| 1.24
| 61.4
| 30
| 0
| 8.6
|
XLF:33.3%;TLT:33.3%;MSFT:33.3%
|
US:59.3;EU:21.2;APAC:12.0;EM:7.4;Other:0.2
|
Value:+1.0;Growth:+0.3;Quality:-0.9;Size:-0.7;Momentum:+0.5;LowVol:-0.6
|
NoDerivatives
| 8
| 35
| 5.6
|
trailing 8%
| 225
| 20.5
|
Bull
| 13.5
| 4.3
| 3.2
| 82
| 70
| 81
| 51
| false
|
Sell
|
Trim extended winner -1%
| 5
| 15
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| -34
| -23
| 73
| 3
| false
|
Monitor dispersion and breadth
|
P0197
|
Cautious
|
Taxable
|
USD
|
2024-09-01
| 646,617
| 67,494
| 579,123
| 1
| 47.4
| 33.4
| 7.3
| 11.9
|
QQQ:33.3%;TLT:33.3%;BRK.B:33.3%
|
US:70.6;EU:5.3;APAC:12.8;EM:7.3;Other:4.0
|
Value:+1.0;Growth:-0.4;Quality:+0.5;Size:+0.1;Momentum:+0.8;LowVol:-0.7
|
ESGOnly;MaxPos5%;NoDerivatives;NoMargin
| 6
| 25
| 3.3
|
trailing 8%
| 135
| 14.7
|
Bull
| 11.5
| 3.79
| 2.5
| 95
| 24
| 49
| 24
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -12
| -25
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 30
| 10
| 75
| 5
| false
|
Increase defensive factor exposure
|
P0198
|
Cautious
|
Taxable
|
USD
|
2024-09-17
| 777,995
| 106,705
| 671,290
| 1
| 51.4
| 38.6
| 0
| 10
|
AMZN:19.1%;BND:22.1%;GLD:22.1%;VOO:14.6%;TLT:22.1%
|
US:63.7;EU:12.6;APAC:14.3;EM:9.1;Other:0.3
|
Value:+0.9;Growth:+0.9;Quality:-0.6;Size:-0.2;Momentum:+0.5;LowVol:-0.8
|
NoMargin
| 5
| 35
| 4.5
|
hard 10%
| 106
| 14.9
|
Bear
| 23.7
| 3.58
| 1.8
| 186
| -90
| 20
| 48
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -34
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| -59
| -8
| -75
| 5
| false
|
Within IPS guidelines
|
P0199
|
Systematic
|
Taxable
|
USD
|
2024-09-15
| 1,125,368
| 80,707
| 1,044,661
| 1
| 60.7
| 31.5
| 2.4
| 5.4
|
XLF:22.8%;VOO:22.8%;MSFT:12.9%;BND:22.8%;AMZN:18.7%
|
US:57.2;EU:17.7;APAC:15.3;EM:8.1;Other:1.8
|
Value:+0.4;Growth:-0.9;Quality:+0.1;Size:+0.5;Momentum:-1.0;LowVol:+0.7
|
MaxPos7%;NoDerivatives
| 10
| 30
| 5.4
|
trailing 8%
| 189
| 24.4
|
Sideways
| 18
| 4.67
| 2.1
| 133
| 29
| 77
| 54
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| 9
|
BrokerD
|
MKT
| 89
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 69
| -26
| 94
| 5
| false
|
Tax-aware sells next window
|
P0200
|
Opportunistic
|
IRA
|
USD
|
2025-04-01
| 1,059,710
| 76,424
| 983,286
| 1
| 75.6
| 13.8
| 4.1
| 6.5
|
GLD:19.7%;VNQ:11.6%;XLF:13.6%;QQQ:18.2%;BRK.B:17.5%;TLT:19.4%
|
US:74.7;EU:8.2;APAC:6.2;EM:8.2;Other:2.7
|
Value:+0.7;Growth:+1.0;Quality:+0.5;Size:+0.5;Momentum:+0.6;LowVol:-0.5
| null | 6
| 30
| 5.5
|
hard 12%
| 168
| 25.5
|
Volatile
| 21.5
| 4.7
| 3.8
| 152
| 74
| 84
| 60
| false
|
Buy
|
Add to core equity +1%
| -11
| 11
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| 76
| -38
| 160
| 5
| false
|
Increase defensive factor exposure
|
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