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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P2401
|
Active
|
Trust
|
USD
|
2025-04-29
| 1,109,925
| 67,290
| 1,042,635
| 1
| 56
| 23.8
| 14.9
| 5.3
|
XLF:11.0%;TLT:12.6%;BND:22.5%;VTI:22.5%;AMZN:20.2%;BRK.B:11.3%
|
US:66.1;EU:15.5;APAC:10.4;EM:5.0;Other:3.0
|
Value:-0.4;Growth:-0.7;Quality:+0.8;Size:+0.1;Momentum:-0.1;LowVol:-0.4
| null | 10
| 25
| 5.7
|
trailing 9%
| 157
| 21.3
|
Bull
| 12.4
| 4.66
| 3
| 119
| 93
| 86
| 28
| false
|
Sell
|
Trim extended winner -1%
| 24
| -24
|
BrokerC
|
VWAP
| 89
| null | null |
Normal monitoring
| 78
| -38
| 40
| 3
| false
|
Increase defensive factor exposure
|
P2402
|
Cautious
|
Trust
|
USD
|
2025-09-28
| 872,037
| 114,669
| 757,368
| 1
| 48.7
| 38.8
| 0
| 12.5
|
VTI:33.3%;TSLA:33.3%;VOO:33.3%
|
US:68.8;EU:9.1;APAC:8.5;EM:13.6;Other:0.1
|
Value:-1.0;Growth:-0.1;Quality:+0.4;Size:+0.8;Momentum:+0.1;LowVol:+0.7
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 10
| 25
| 5.6
|
trailing 10%
| 138
| 13.4
|
Bear
| 26.1
| 3.9
| 1.2
| 170
| 15
| 58
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| 5
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| 46
| 10
| 54
| 5
| false
|
Increase defensive factor exposure
|
P2403
|
Hands-off
|
Taxable
|
USD
|
2025-11-20
| 321,832
| 14,165
| 307,667
| 1
| 55.7
| 28.6
| 8.1
| 7.6
|
VNQ:20.9%;VTI:21.4%;MSFT:8.7%;GLD:13.4%;TLT:21.4%;XLF:14.2%
|
US:62.0;EU:20.7;APAC:6.2;EM:8.6;Other:2.4
|
Value:+1.0;Growth:+0.8;Quality:-0.0;Size:-0.7;Momentum:+0.2;LowVol:+0.4
|
ESGOnly;MaxPos8%
| 8
| 25
| 4.7
|
trailing 8%
| 160
| 14.6
|
Volatile
| 23.6
| 4.4
| 3.5
| 131
| 8
| 58
| 58
| false
|
Buy
|
Add to core equity +1%
| -6
| 1
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| 3
| -58
| 43
| 3
| false
|
Tax-aware sells next window
|
P2404
|
Cautious
|
Trust
|
USD
|
2024-07-08
| 394,713
| 36,436
| 358,277
| 1
| 42.6
| 37.6
| 4.6
| 15.2
|
AAPL:33.3%;TLT:33.3%;VOO:33.3%
|
US:66.3;EU:13.3;APAC:11.8;EM:5.0;Other:3.6
|
Value:-1.0;Growth:-0.7;Quality:+0.4;Size:+0.5;Momentum:+0.6;LowVol:+0.7
|
MaxPos5%;NoMargin
| 5
| 35
| 5.3
|
trailing 10%
| 109
| 13.9
|
Volatile
| 21.5
| 3.51
| 2.8
| 142
| 36
| 56
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 28
| 6
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 119
| 0
| 90
| 5
| false
|
Increase defensive factor exposure
|
P2405
|
Hands-off
|
Roth
|
USD
|
2025-01-13
| 819,270
| 73,747
| 745,523
| 1
| 67.7
| 23.5
| 0
| 8.8
|
VNQ:12.1%;XLF:11.0%;HYG:21.1%;VOO:21.1%;GLD:20.6%;MUB:14.0%
|
US:77.5;EU:7.7;APAC:8.0;EM:6.3;Other:0.5
|
Value:+0.5;Growth:-0.5;Quality:+0.3;Size:+0.8;Momentum:+0.6;LowVol:-0.1
|
ESGOnly
| 10
| 25
| 5.4
|
trailing 8%
| 150
| 12.1
|
Volatile
| 31.3
| 4.7
| 3.8
| 134
| 9
| 66
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| 7
|
BrokerB
|
LMT
| 93
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 50
| 7
| 178
| 2
| false
|
Tighten stops on momentum names
|
P2406
|
Active
|
IRA
|
USD
|
2024-11-15
| 1,974,061
| 188,776
| 1,785,285
| 1
| 61.2
| 29.3
| 0
| 9.6
|
AMZN:10.1%;BND:20.8%;VNQ:21.1%;AAPL:16.4%;MSFT:15.9%;VTI:15.7%
|
US:65.8;EU:8.4;APAC:16.4;EM:7.2;Other:2.2
|
Value:-0.5;Growth:-0.3;Quality:+0.4;Size:-0.1;Momentum:+1.0;LowVol:-0.9
|
MaxPos6%
| 10
| 30
| 4.1
|
trailing 8%
| 149
| 20.4
|
Volatile
| 31.9
| 3.53
| 2.9
| 179
| -37
| 31
| 87
| true
|
Hedge
|
Buy index puts 1% notional
| 8
| -7
|
BrokerD
|
LMT
| 90
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 66
| 2
| 50
| 5
| false
|
Monitor dispersion and breadth
|
P2407
|
Hands-off
|
Taxable
|
USD
|
2024-08-03
| 664,124
| 38,331
| 625,793
| 1
| 55.2
| 19.3
| 15.6
| 9.9
|
VTI:22.3%;GLD:17.7%;VNQ:12.6%;HYG:7.2%;BRK.B:17.8%;AMZN:22.3%
|
US:68.7;EU:13.0;APAC:9.4;EM:8.4;Other:0.4
|
Value:-0.9;Growth:-1.0;Quality:+0.4;Size:+0.7;Momentum:+0.4;LowVol:+0.6
|
ESGOnly;NoDerivatives
| 6
| 25
| 5.4
|
hard 10%
| 143
| 15.6
|
Bear
| 31.4
| 3.08
| 2.4
| 168
| -73
| 9
| 85
| true
|
Hedge
|
Buy index puts 1% notional
| 10
| -39
|
BrokerB
|
LMT
| 89
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 87
| 12
| 92
| 5
| false
|
Increase defensive factor exposure
|
P2408
|
Cautious
|
401k
|
USD
|
2025-12-25
| 810,128
| 110,073
| 700,055
| 1
| 46.3
| 30.1
| 10.4
| 13.2
|
AAPL:33.3%;BRK.B:33.3%;VNQ:33.3%
|
US:66.8;EU:12.8;APAC:8.9;EM:9.0;Other:2.4
|
Value:+0.5;Growth:+0.5;Quality:+0.4;Size:+0.8;Momentum:-0.3;LowVol:-0.1
|
MaxPos7%;NoMargin
| 10
| 35
| 4.9
|
trailing 8%
| 90
| 16.7
|
Bull
| 12.3
| 3.61
| 2.5
| 91
| 27
| 59
| 34
| false
|
Buy
|
Add to core equity +1%
| -2
| 14
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| 24
| -18
| 43
| 5
| false
|
Increase defensive factor exposure
|
P2409
|
Cautious
|
IRA
|
USD
|
2025-11-24
| 308,073
| 43,459
| 264,614
| 1
| 44.4
| 42
| 1.3
| 12.4
|
XLF:25.0%;MUB:25.0%;QQQ:25.0%;BND:25.0%
|
US:63.7;EU:20.1;APAC:9.0;EM:4.0;Other:3.2
|
Value:+0.3;Growth:-0.4;Quality:-0.3;Size:+0.2;Momentum:+1.0;LowVol:-0.2
|
ESGOnly;NoMargin
| 6
| 30
| 3.5
|
hard 10%
| 168
| 18.3
|
Volatile
| 30.8
| 4.89
| 2.6
| 170
| 79
| 98
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 11
| -32
|
BrokerC
|
LMT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 35
| -12
| 120
| 5
| false
|
Monitor dispersion and breadth
|
P2410
|
Opportunistic
|
IRA
|
USD
|
2025-07-21
| 1,612,840
| 90,602
| 1,522,238
| 1
| 71
| 16.9
| 5
| 7.2
|
VTI:22.5%;TLT:25.8%;BND:25.8%;AMZN:25.8%
|
US:73.1;EU:12.4;APAC:4.9;EM:8.1;Other:1.5
|
Value:-0.4;Growth:+0.7;Quality:-0.4;Size:-0.4;Momentum:-0.2;LowVol:+0.4
|
NoDerivatives
| 10
| 30
| 5.2
|
trailing 7%
| 200
| 20.9
|
Bull
| 15
| 4.6
| 2.4
| 86
| 9
| 59
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -12
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 50
| -47
| 177
| 3
| false
|
Increase defensive factor exposure
|
P2411
|
Systematic
|
IRA
|
USD
|
2025-03-19
| 1,844,533
| 121,904
| 1,722,629
| 1
| 57.7
| 26.7
| 8.7
| 6.8
|
VOO:25.0%;GLD:25.0%;TSLA:25.0%;AAPL:25.0%
|
US:66.6;EU:12.5;APAC:9.0;EM:8.1;Other:3.8
|
Value:0.0;Growth:+0.6;Quality:-0.6;Size:+0.5;Momentum:-0.6;LowVol:+0.8
|
MaxPos7%
| 5
| 30
| 4.4
|
trailing 8%
| 163
| 18.3
|
Bear
| 30.4
| 3.64
| 1.8
| 174
| -11
| 55
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 4
| -29
|
BrokerB
|
MKT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 76
| -29
| 165
| 4
| false
|
Tighten stops on momentum names
|
P2412
|
Systematic
|
Trust
|
USD
|
2025-09-11
| 635,136
| 37,925
| 597,211
| 1
| 68.5
| 23.8
| 1.8
| 5.8
|
TLT:18.8%;QQQ:20.5%;IEF:24.1%;AAPL:24.1%;HYG:12.5%
|
US:71.9;EU:9.9;APAC:6.8;EM:9.1;Other:2.4
|
Value:-0.0;Growth:-0.8;Quality:+1.0;Size:+0.7;Momentum:-0.8;LowVol:+0.6
|
MaxPos8%
| 5
| 25
| 4.1
|
hard 12%
| 155
| 20.9
|
Bull
| 15.6
| 4.95
| 2.7
| 71
| 58
| 92
| 46
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 16
| -33
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -28
| -21
| 0
| 5
| false
|
Tighten stops on momentum names
|
P2413
|
Systematic
|
Trust
|
USD
|
2025-03-30
| 1,722,184
| 131,285
| 1,590,899
| 1
| 56.7
| 32.6
| 2.3
| 8.4
|
AMZN:25.9%;IEF:22.3%;TLT:25.9%;MSFT:25.9%
|
US:76.8;EU:8.2;APAC:5.7;EM:8.6;Other:0.8
|
Value:+1.0;Growth:-0.7;Quality:+0.4;Size:-0.0;Momentum:+0.3;LowVol:+0.2
|
MaxPos7%;NoDerivatives
| 10
| 25
| 6
|
trailing 9%
| 159
| 18.4
|
Bull
| 17.2
| 4.19
| 2.4
| 76
| 14
| 48
| 52
| false
|
Buy
|
Add to core equity +1%
| 33
| -40
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| -55
| -41
| -32
| 3
| false
|
Monitor dispersion and breadth
|
P2414
|
Cautious
|
Trust
|
USD
|
2024-09-22
| 655,082
| 78,920
| 576,162
| 1
| 43.3
| 36.9
| 6.5
| 13.3
|
BND:35.1%;TLT:35.1%;BRK.B:29.9%
|
US:57.6;EU:16.7;APAC:14.5;EM:9.5;Other:1.6
|
Value:-0.2;Growth:+0.3;Quality:+0.6;Size:+0.5;Momentum:+0.3;LowVol:+0.2
|
NoDerivatives;NoMargin
| 5
| 30
| 3.7
|
trailing 8%
| 155
| 13.9
|
Sideways
| 19.5
| 4.22
| 2.8
| 111
| 36
| 79
| 48
| false
|
Sell
|
Trim extended winner -1%
| 31
| -7
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 104
| -13
| 182
| 4
| false
|
Increase defensive factor exposure
|
P2415
|
Active
|
IRA
|
USD
|
2024-12-15
| 517,223
| 56,061
| 461,162
| 1.2
| 58
| 25.5
| 10.2
| 6.3
|
VTI:33.3%;AMZN:33.3%;VOO:33.3%
|
US:64.8;EU:11.2;APAC:13.9;EM:7.0;Other:3.1
|
Value:-0.0;Growth:+0.2;Quality:0.0;Size:+0.8;Momentum:+0.5;LowVol:+0.9
|
MaxPos7%
| 10
| 30
| 5.8
|
trailing 8%
| 203
| 18.4
|
Volatile
| 26.6
| 4.09
| 2.9
| 163
| -49
| 32
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| -19
|
BrokerB
|
MKT
| 93
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 109
| 1
| 212
| 3
| false
|
Monitor dispersion and breadth
|
P2416
|
Cautious
|
IRA
|
USD
|
2025-03-14
| 235,366
| 28,925
| 206,441
| 1
| 35.7
| 36.5
| 12
| 15.8
|
TLT:33.3%;HYG:33.3%;IEF:33.3%
|
US:69.1;EU:13.9;APAC:9.5;EM:5.4;Other:2.1
|
Value:+0.2;Growth:-0.9;Quality:-0.4;Size:+0.4;Momentum:+0.5;LowVol:+0.9
|
NoMargin
| 8
| 35
| 3.4
|
trailing 8%
| 108
| 18.6
|
Bull
| 15.9
| 4.54
| 2.9
| 92
| 21
| 51
| 42
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| -2
|
BrokerC
|
VWAP
| 99
| null | null |
Normal monitoring
| -53
| -21
| -32
| 3
| false
|
Within IPS guidelines
|
P2417
|
Active
|
Roth
|
USD
|
2025-08-28
| 2,257,668
| 156,464
| 2,101,204
| 1.18
| 63.4
| 23.3
| 8
| 5.3
|
MUB:23.6%;VTI:29.8%;AAPL:29.8%;VNQ:16.8%
|
US:65.1;EU:23.2;APAC:7.2;EM:4.4;Other:0.2
|
Value:-0.9;Growth:-0.2;Quality:-0.7;Size:0.0;Momentum:+0.2;LowVol:-0.2
| null | 6
| 35
| 5.5
|
trailing 9%
| 157
| 17.4
|
Volatile
| 23
| 5.27
| 2.2
| 179
| 50
| 71
| 56
| false
|
Sell
|
Trim extended winner -1%
| -4
| 8
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| -31
| -32
| 5
| 3
| false
|
Monitor dispersion and breadth
|
P2418
|
Active
|
Trust
|
USD
|
2025-06-25
| 2,376,559
| 190,711
| 2,185,848
| 1
| 58.3
| 27.1
| 8.3
| 6.3
|
VTI:19.6%;XLF:23.7%;QQQ:24.2%;IEF:8.3%;BND:24.2%
|
US:60.9;EU:14.6;APAC:11.0;EM:9.8;Other:3.8
|
Value:-0.5;Growth:+1.0;Quality:+1.0;Size:+0.1;Momentum:-0.7;LowVol:-0.7
|
MaxPos8%
| 7
| 30
| 5
|
trailing 8%
| 195
| 21.2
|
Volatile
| 21
| 4.41
| 3.3
| 177
| -2
| 35
| 57
| false
|
Buy
|
Add to core equity +1%
| 29
| 10
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 87
| 1
| 71
| 3
| false
|
Monitor dispersion and breadth
|
P2419
|
Hands-off
|
Trust
|
USD
|
2024-08-05
| 855,508
| 51,250
| 804,258
| 1
| 61.3
| 20.4
| 10.3
| 8
|
IEF:13.4%;XLF:12.6%;VOO:22.7%;GLD:25.7%;QQQ:25.7%
|
US:62.6;EU:15.9;APAC:10.2;EM:7.0;Other:4.3
|
Value:+0.7;Growth:+0.7;Quality:-0.1;Size:+0.5;Momentum:+0.4;LowVol:-0.1
|
ESGOnly
| 10
| 35
| 5.5
|
trailing 10%
| 146
| 19.2
|
Bear
| 24.3
| 3.24
| 1.4
| 145
| -27
| 43
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| 9
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 101
| -11
| 177
| 4
| false
|
Within IPS guidelines
|
P2420
|
Hands-off
|
401k
|
USD
|
2025-04-02
| 550,693
| 30,550
| 520,143
| 1
| 66.8
| 24.6
| 0
| 8.7
|
VNQ:33.3%;BRK.B:33.3%;GLD:33.3%
|
US:63.8;EU:13.2;APAC:10.8;EM:9.9;Other:2.3
|
Value:-0.9;Growth:-0.1;Quality:+0.1;Size:+0.5;Momentum:+0.8;LowVol:+0.9
| null | 8
| 25
| 4.1
|
trailing 8%
| 147
| 12.7
|
Volatile
| 29.9
| 4.93
| 2.9
| 135
| -59
| 29
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 30
| -1
|
BrokerD
|
LMT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -48
| -42
| 0
| 4
| false
|
Within IPS guidelines
|
P2421
|
Hands-off
|
IRA
|
USD
|
2025-11-27
| 401,133
| 35,363
| 365,770
| 1
| 68.3
| 16.9
| 8.4
| 6.4
|
TSLA:33.3%;QQQ:33.3%;GLD:33.3%
|
US:69.3;EU:9.6;APAC:13.0;EM:3.8;Other:4.2
|
Value:0.0;Growth:-0.2;Quality:-0.1;Size:+0.4;Momentum:-0.8;LowVol:-0.7
|
MaxPos7%;NoDerivatives
| 5
| 35
| 3.6
|
trailing 8%
| 170
| 18
|
Bear
| 25
| 3.1
| 2.5
| 143
| -76
| 13
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| -6
| 0
|
BrokerA
|
LMT
| 97
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 42
| -27
| 10
| 4
| false
|
Increase defensive factor exposure
|
P2422
|
Cautious
|
IRA
|
USD
|
2025-08-15
| 746,273
| 63,199
| 683,074
| 1
| 47.8
| 38.4
| 0
| 13.8
|
VTI:33.3%;IEF:33.3%;TSLA:33.3%
|
US:63.3;EU:14.9;APAC:10.1;EM:8.6;Other:3.2
|
Value:-0.8;Growth:-1.0;Quality:+0.2;Size:-0.9;Momentum:+0.8;LowVol:+0.4
|
NoMargin
| 10
| 35
| 4.2
|
trailing 8%
| 91
| 15.6
|
Sideways
| 15.2
| 3.59
| 2
| 130
| 14
| 60
| 35
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 9
| -14
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 10
| 17
| 13
| 5
| false
|
Tighten stops on momentum names
|
P2423
|
Cautious
|
401k
|
USD
|
2025-04-08
| 763,269
| 63,318
| 699,951
| 1
| 45.5
| 32
| 10.4
| 12.1
|
VOO:10.1%;HYG:19.9%;GLD:21.2%;IEF:21.2%;VTI:8.0%;MSFT:19.7%
|
US:63.8;EU:14.3;APAC:11.1;EM:10.0;Other:0.8
|
Value:+0.3;Growth:+0.8;Quality:-0.2;Size:-0.9;Momentum:-0.5;LowVol:-0.3
|
NoDerivatives;NoMargin
| 8
| 35
| 5.9
|
trailing 8%
| 158
| 17.3
|
Bull
| 13
| 4.17
| 3.1
| 89
| 88
| 84
| 39
| false
|
Sell
|
Trim extended winner -1%
| 2
| 3
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| 81
| 6
| 85
| 3
| false
|
Tax-aware sells next window
|
P2424
|
Active
|
IRA
|
USD
|
2025-03-29
| 2,296,804
| 273,401
| 2,023,403
| 1
| 57.6
| 22.3
| 13.3
| 6.8
|
TSLA:17.6%;MUB:27.5%;MSFT:27.5%;VOO:27.5%
|
US:60.7;EU:18.4;APAC:13.1;EM:7.6;Other:0.2
|
Value:+0.7;Growth:+0.7;Quality:+0.7;Size:+0.3;Momentum:+0.5;LowVol:+0.3
|
NoDerivatives
| 10
| 25
| 4.5
|
trailing 8%
| 200
| 17.8
|
Bull
| 17.7
| 4.44
| 2.1
| 118
| 119
| 94
| 53
| false
|
Buy
|
Add to core equity +1%
| 10
| -11
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| 50
| -54
| 117
| 4
| false
|
Tighten stops on momentum names
|
P2425
|
Systematic
|
IRA
|
USD
|
2025-11-22
| 721,309
| 59,979
| 661,330
| 1
| 61.2
| 26.3
| 5
| 7.6
|
VTI:34.4%;AAPL:34.4%;BND:31.2%
|
US:69.2;EU:5.8;APAC:13.3;EM:7.7;Other:4.0
|
Value:-0.4;Growth:+1.0;Quality:-0.7;Size:-0.0;Momentum:+0.7;LowVol:+0.5
|
MaxPos5%;NoDerivatives
| 5
| 30
| 5.8
|
trailing 8%
| 204
| 25.4
|
Sideways
| 17
| 4.72
| 3.3
| 134
| -22
| 30
| 40
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -13
| -25
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| -12
| -36
| -23
| 3
| false
|
Monitor dispersion and breadth
|
P2426
|
Opportunistic
|
Taxable
|
USD
|
2024-11-28
| 424,719
| 14,182
| 410,537
| 1.17
| 75.9
| 13.5
| 3.9
| 6.6
|
BRK.B:28.5%;HYG:16.9%;MUB:26.0%;AMZN:28.5%
|
US:69.5;EU:5.3;APAC:10.5;EM:11.8;Other:2.9
|
Value:+0.4;Growth:+0.8;Quality:+0.7;Size:-0.5;Momentum:0.0;LowVol:+0.1
|
MaxPos5%
| 10
| 35
| 5.3
|
trailing 9%
| 273
| 24.9
|
Bull
| 12.3
| 3.81
| 2.7
| 89
| 24
| 57
| 42
| false
|
Buy
|
Add to core equity +1%
| 29
| -32
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -53
| -56
| 57
| 4
| false
|
Increase defensive factor exposure
|
P2427
|
Systematic
|
Trust
|
USD
|
2024-11-07
| 859,281
| 71,022
| 788,259
| 1
| 60
| 25.7
| 5.9
| 8.4
|
XLF:16.7%;MSFT:22.0%;VNQ:30.6%;MUB:30.6%
|
US:81.9;EU:5.9;APAC:6.9;EM:3.7;Other:1.6
|
Value:+0.4;Growth:-0.2;Quality:-0.1;Size:-0.1;Momentum:+0.3;LowVol:-0.4
|
NoDerivatives
| 10
| 25
| 5.7
|
trailing 8%
| 161
| 20.3
|
Volatile
| 27.5
| 4.09
| 4.2
| 176
| 74
| 83
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 13
| -37
|
BrokerD
|
LMT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 26
| -26
| 65
| 5
| false
|
Increase defensive factor exposure
|
P2428
|
Active
|
Taxable
|
USD
|
2025-08-08
| 2,493,296
| 267,397
| 2,225,899
| 1
| 56.6
| 29.5
| 8.6
| 5.3
|
GLD:33.3%;VNQ:33.3%;HYG:33.3%
|
US:70.4;EU:16.6;APAC:6.0;EM:4.8;Other:2.2
|
Value:+0.6;Growth:-0.8;Quality:+0.3;Size:-0.7;Momentum:-0.6;LowVol:-0.5
| null | 8
| 25
| 4.4
|
trailing 9%
| 144
| 26
|
Volatile
| 30.8
| 5.23
| 3.6
| 172
| 18
| 67
| 71
| true
|
Rebalance
|
Rebalance back to target bands
| 3
| 6
|
BrokerD
|
VWAP
| 98
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 71
| -4
| 152
| 5
| true
|
Tighten stops on momentum names
|
P2429
|
Systematic
|
Roth
|
USD
|
2025-08-06
| 1,370,402
| 95,631
| 1,274,771
| 1
| 58.6
| 25.9
| 6.1
| 9.4
|
VTI:21.0%;MSFT:21.0%;HYG:20.2%;VOO:7.5%;TLT:9.3%;QQQ:21.0%
|
US:72.2;EU:6.3;APAC:12.7;EM:7.7;Other:1.1
|
Value:-0.5;Growth:+0.7;Quality:-0.3;Size:+0.2;Momentum:+0.3;LowVol:+0.8
|
MaxPos8%
| 10
| 30
| 4
|
trailing 8%
| 160
| 23.1
|
Bull
| 13.9
| 3.67
| 3.2
| 74
| 88
| 80
| 45
| true
|
Rebalance
|
Rebalance back to target bands
| 25
| 13
|
BrokerD
|
MKT
| 96
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 109
| -10
| 223
| 2
| true
|
Monitor dispersion and breadth
|
P2430
|
Hands-off
|
IRA
|
USD
|
2024-07-23
| 376,507
| 15,724
| 360,783
| 1
| 70.4
| 21.8
| 0
| 7.8
|
VTI:15.9%;VNQ:28.0%;AMZN:28.0%;QQQ:28.0%
|
US:74.6;EU:11.7;APAC:9.0;EM:4.3;Other:0.4
|
Value:-0.3;Growth:+0.9;Quality:-1.0;Size:-0.7;Momentum:-0.7;LowVol:-0.9
|
ESGOnly;NoDerivatives
| 6
| 35
| 5.6
|
trailing 8%
| 158
| 18.6
|
Bear
| 29.1
| 4.3
| 1.8
| 160
| -82
| 17
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| -21
|
BrokerD
|
LMT
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -55
| -51
| -59
| 4
| false
|
Increase defensive factor exposure
|
P2431
|
Systematic
|
401k
|
USD
|
2025-12-07
| 1,208,871
| 117,931
| 1,090,940
| 1
| 56.6
| 32.9
| 4.9
| 5.6
|
QQQ:27.2%;BND:26.1%;XLF:27.2%;GLD:19.4%
|
US:58.6;EU:17.9;APAC:11.0;EM:8.4;Other:4.1
|
Value:-0.4;Growth:-0.5;Quality:+0.4;Size:-0.9;Momentum:-0.9;LowVol:-0.8
| null | 5
| 35
| 5.9
|
hard 12%
| 195
| 20.6
|
Bull
| 11.8
| 3.85
| 3.2
| 85
| 85
| 100
| 42
| false
|
Buy
|
Add to core equity +1%
| 11
| -29
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 35
| -11
| 52
| 4
| false
|
Tax-aware sells next window
|
P2432
|
Systematic
|
401k
|
USD
|
2024-07-08
| 1,636,904
| 100,706
| 1,536,198
| 1
| 65.4
| 27.6
| 0
| 7
|
QQQ:23.1%;BND:23.1%;TLT:21.2%;VOO:23.1%;TSLA:9.4%
|
US:69.3;EU:17.6;APAC:8.6;EM:4.4;Other:0.2
|
Value:+0.7;Growth:+0.3;Quality:-0.2;Size:+0.6;Momentum:-0.2;LowVol:+0.1
|
MaxPos5%
| 10
| 30
| 4.8
|
trailing 8%
| 163
| 24.4
|
Bear
| 25
| 3.34
| 1.2
| 169
| -71
| 28
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| -6
| -17
|
BrokerD
|
LMT
| 95
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 104
| -7
| 176
| 4
| false
|
Increase defensive factor exposure
|
P2433
|
Systematic
|
IRA
|
USD
|
2024-07-27
| 1,260,590
| 64,634
| 1,195,956
| 1
| 58.3
| 32.3
| 3.9
| 5.5
|
BND:19.8%;XLF:11.1%;AMZN:24.4%;TLT:20.2%;BRK.B:24.4%
|
US:67.5;EU:16.1;APAC:9.6;EM:5.5;Other:1.3
|
Value:-0.5;Growth:-0.8;Quality:+0.8;Size:+0.4;Momentum:+0.5;LowVol:-1.0
|
NoDerivatives
| 6
| 35
| 5.1
|
trailing 9%
| 223
| 24.6
|
Volatile
| 26.1
| 3.56
| 3.8
| 114
| -52
| 22
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| -19
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| -59
| 13
| -13
| 5
| false
|
Within IPS guidelines
|
P2434
|
Opportunistic
|
Taxable
|
USD
|
2025-02-10
| 668,002
| 42,387
| 625,615
| 1.06
| 68
| 17.4
| 10.4
| 4.2
|
VNQ:23.0%;BRK.B:12.2%;BND:9.6%;MUB:9.1%;TLT:23.0%;QQQ:23.0%
|
US:66.2;EU:18.0;APAC:8.0;EM:5.9;Other:1.8
|
Value:-0.8;Growth:+0.9;Quality:-0.7;Size:-0.6;Momentum:-0.4;LowVol:-0.6
| null | 6
| 25
| 6.2
|
hard 12%
| 245
| 26
|
Bear
| 29.9
| 3.59
| 1.1
| 154
| -31
| 26
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 25
| -27
|
BrokerD
|
LMT
| 91
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 80
| -53
| 78
| 4
| false
|
Tighten stops on momentum names
|
P2435
|
Cautious
|
Taxable
|
USD
|
2024-10-10
| 284,304
| 23,290
| 261,014
| 1
| 43.8
| 32.1
| 9.2
| 14.9
|
XLF:15.6%;HYG:18.7%;QQQ:16.1%;IEF:24.8%;BND:24.8%
|
US:55.6;EU:16.7;APAC:14.1;EM:11.1;Other:2.5
|
Value:+0.4;Growth:+0.3;Quality:-0.3;Size:+0.3;Momentum:-0.7;LowVol:+0.8
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 30
| 3.8
|
trailing 10%
| 148
| 19.1
|
Bull
| 17.4
| 4.21
| 2.7
| 114
| 80
| 100
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -18
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| 86
| -46
| 170
| 3
| false
|
Increase defensive factor exposure
|
P2436
|
Cautious
|
401k
|
USD
|
2025-01-19
| 340,461
| 53,949
| 286,512
| 1
| 37.7
| 41.5
| 8.4
| 12.4
|
IEF:33.3%;MSFT:33.3%;QQQ:33.3%
|
US:72.5;EU:10.8;APAC:7.6;EM:4.1;Other:4.9
|
Value:-0.3;Growth:+0.3;Quality:-0.5;Size:-0.6;Momentum:-0.1;LowVol:-0.6
|
NoMargin
| 5
| 35
| 4.5
|
trailing 10%
| 169
| 13.1
|
Volatile
| 27.3
| 3.51
| 3.3
| 120
| 32
| 62
| 50
| false
|
Sell
|
Trim extended winner -1%
| 16
| 14
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| -14
| 3
| 29
| 5
| false
|
Increase defensive factor exposure
|
P2437
|
Cautious
|
Trust
|
USD
|
2024-08-03
| 225,500
| 19,414
| 206,086
| 1
| 49.7
| 37.1
| 0
| 13.2
|
XLF:33.3%;HYG:33.3%;VTI:33.3%
|
US:73.9;EU:6.7;APAC:12.1;EM:5.0;Other:2.3
|
Value:-1.0;Growth:-0.6;Quality:+0.9;Size:+0.9;Momentum:-1.0;LowVol:+0.5
|
ESGOnly;NoMargin
| 5
| 30
| 3.9
|
trailing 8%
| 155
| 17.5
|
Bull
| 12.2
| 3.81
| 2.3
| 70
| 27
| 66
| 28
| false
|
Sell
|
Trim extended winner -1%
| 33
| -8
|
BrokerA
|
LMT
| 85
| null | null |
Normal monitoring
| 119
| -38
| 211
| 3
| false
|
Monitor dispersion and breadth
|
P2438
|
Hands-off
|
Roth
|
USD
|
2024-12-17
| 182,915
| 9,346
| 173,569
| 1
| 57.5
| 23.1
| 11.4
| 8
|
IEF:26.6%;VOO:23.5%;BND:26.6%;HYG:23.2%
|
US:57.9;EU:20.7;APAC:14.5;EM:4.9;Other:2.0
|
Value:-0.4;Growth:+0.1;Quality:-0.0;Size:-0.7;Momentum:+0.7;LowVol:-0.4
|
MaxPos7%;NoDerivatives
| 8
| 35
| 4.6
|
trailing 10%
| 133
| 12.5
|
Sideways
| 17.9
| 4.11
| 2.6
| 134
| 34
| 62
| 50
| false
|
NoAction
|
Within bands; monitor
| -11
| -26
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 36
| -18
| 95
| 4
| false
|
Tax-aware sells next window
|
P2439
|
Opportunistic
|
401k
|
USD
|
2025-05-08
| 829,321
| 34,614
| 794,707
| 1.19
| 70.6
| 19.4
| 4.6
| 5.3
|
IEF:23.4%;VTI:23.4%;VOO:18.4%;QQQ:14.6%;HYG:20.2%
|
US:55.3;EU:18.7;APAC:13.7;EM:9.6;Other:2.7
|
Value:+1.0;Growth:+0.8;Quality:-0.6;Size:+0.7;Momentum:-1.0;LowVol:-0.2
|
MaxPos5%
| 5
| 30
| 4.9
|
trailing 7%
| 166
| 32.4
|
Volatile
| 24.9
| 3.85
| 3.8
| 165
| 62
| 86
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 7
| 14
|
BrokerB
|
MKT
| 96
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -29
| -40
| 28
| 4
| false
|
Tax-aware sells next window
|
P2440
|
Hands-off
|
Taxable
|
USD
|
2025-09-04
| 236,287
| 18,940
| 217,347
| 1
| 56.4
| 26.3
| 7.7
| 9.5
|
XLF:27.8%;BRK.B:27.8%;VNQ:27.6%;QQQ:16.8%
|
US:70.8;EU:8.1;APAC:11.3;EM:5.6;Other:4.2
|
Value:-0.7;Growth:-0.8;Quality:+0.1;Size:-0.4;Momentum:+0.1;LowVol:-0.5
|
ESGOnly
| 8
| 25
| 4.5
|
trailing 8%
| 158
| 19.1
|
Bear
| 22.6
| 4.15
| 2.9
| 167
| -112
| 5
| 51
| false
|
Sell
|
Trim extended winner -1%
| 32
| -18
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| 15
| -48
| 75
| 5
| false
|
Tax-aware sells next window
|
P2441
|
Hands-off
|
Taxable
|
USD
|
2025-06-08
| 647,813
| 56,812
| 591,001
| 1
| 65.1
| 25.9
| 0
| 9
|
QQQ:19.4%;BND:23.1%;AMZN:23.1%;TLT:11.4%;VOO:23.1%
|
US:61.9;EU:16.8;APAC:15.2;EM:3.7;Other:2.4
|
Value:-0.3;Growth:-0.6;Quality:+0.8;Size:+0.2;Momentum:+1.0;LowVol:-0.6
|
MaxPos6%
| 8
| 30
| 5.5
|
trailing 8%
| 108
| 16.2
|
Sideways
| 20.8
| 4.06
| 3.1
| 97
| -3
| 44
| 55
| false
|
Sell
|
Trim extended winner -1%
| 2
| -3
|
BrokerD
|
LMT
| 91
| null | null |
Normal monitoring
| 87
| -59
| 58
| 3
| false
|
Within IPS guidelines
|
P2442
|
Cautious
|
Taxable
|
USD
|
2025-03-28
| 400,644
| 57,750
| 342,894
| 1
| 42.4
| 41.8
| 2.5
| 13.4
|
HYG:24.5%;BRK.B:30.5%;IEF:14.4%;VNQ:30.5%
|
US:61.9;EU:19.2;APAC:6.1;EM:10.0;Other:2.7
|
Value:-0.9;Growth:+0.5;Quality:+0.6;Size:-0.6;Momentum:-0.1;LowVol:-0.3
|
ESGOnly;NoMargin
| 10
| 25
| 4.5
|
trailing 8%
| 112
| 13.6
|
Bull
| 17.2
| 4.68
| 3.2
| 118
| 1
| 51
| 49
| false
|
Buy
|
Add to core equity +1%
| 34
| 15
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| -44
| -29
| 12
| 5
| false
|
Tighten stops on momentum names
|
P2443
|
Hands-off
|
IRA
|
USD
|
2025-01-06
| 889,173
| 39,548
| 849,625
| 1
| 55
| 17.6
| 19.5
| 7.9
|
VOO:16.9%;IEF:18.4%;VTI:17.2%;GLD:12.7%;BND:14.7%;XLF:20.1%
|
US:64.3;EU:16.6;APAC:7.8;EM:6.8;Other:4.6
|
Value:0.0;Growth:-0.0;Quality:+0.7;Size:+0.3;Momentum:+0.6;LowVol:+0.7
|
ESGOnly
| 6
| 35
| 4.1
|
hard 10%
| 144
| 19.5
|
Bull
| 14.7
| 4.03
| 3
| 90
| 85
| 88
| 50
| false
|
Buy
|
Add to core equity +1%
| -2
| -21
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 117
| -7
| 209
| 5
| false
|
Increase defensive factor exposure
|
P2444
|
Active
|
Trust
|
USD
|
2024-08-16
| 976,923
| 104,667
| 872,256
| 1.22
| 64
| 24.6
| 6.3
| 5.1
|
GLD:35.4%;VTI:35.4%;TLT:29.1%
|
US:58.6;EU:15.8;APAC:12.1;EM:9.6;Other:3.8
|
Value:+0.6;Growth:-0.3;Quality:-0.2;Size:+0.5;Momentum:+0.2;LowVol:-0.1
|
MaxPos7%
| 6
| 35
| 4.3
|
hard 12%
| 213
| 21.5
|
Bull
| 16
| 4.44
| 2.6
| 98
| 72
| 86
| 40
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| 14
|
BrokerD
|
LMT
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 54
| -42
| 76
| 3
| false
|
Within IPS guidelines
|
P2445
|
Active
|
Trust
|
USD
|
2025-12-05
| 503,323
| 42,518
| 460,805
| 1
| 53.7
| 25.1
| 14.6
| 6.6
|
VOO:22.6%;GLD:22.6%;BND:14.5%;HYG:22.6%;TSLA:17.7%
|
US:66.3;EU:17.3;APAC:7.0;EM:7.2;Other:2.1
|
Value:-0.5;Growth:+0.5;Quality:+0.5;Size:+0.8;Momentum:+0.8;LowVol:+0.7
|
NoDerivatives
| 6
| 25
| 5.5
|
trailing 9%
| 147
| 23.6
|
Volatile
| 23.6
| 4.89
| 3.7
| 132
| -10
| 60
| 65
| false
|
Sell
|
Trim extended winner -1%
| -3
| -18
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 31
| -23
| 73
| 3
| false
|
Monitor dispersion and breadth
|
P2446
|
Cautious
|
Trust
|
USD
|
2024-08-07
| 261,166
| 40,459
| 220,707
| 1
| 40.6
| 33
| 8.5
| 17.9
|
QQQ:17.6%;BND:14.7%;AMZN:15.2%;GLD:19.9%;MUB:14.3%;XLF:18.4%
|
US:72.4;EU:12.5;APAC:9.7;EM:4.5;Other:0.8
|
Value:-0.6;Growth:-0.5;Quality:-0.5;Size:+0.9;Momentum:+0.1;LowVol:-0.7
|
ESGOnly;MaxPos5%;NoMargin
| 10
| 30
| 6
|
hard 10%
| 155
| 13.6
|
Sideways
| 15.2
| 3.91
| 2.2
| 134
| 21
| 56
| 42
| false
|
Sell
|
Trim extended winner -1%
| -1
| -32
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| 31
| -15
| 137
| 4
| false
|
Tighten stops on momentum names
|
P2447
|
Systematic
|
401k
|
USD
|
2025-01-13
| 874,473
| 73,839
| 800,634
| 1
| 59.2
| 31.3
| 1.3
| 8.2
|
BRK.B:28.3%;BND:15.0%;VTI:28.3%;MSFT:28.3%
|
US:69.0;EU:10.8;APAC:12.7;EM:3.4;Other:4.1
|
Value:-0.3;Growth:-0.9;Quality:-0.2;Size:+0.3;Momentum:+1.0;LowVol:-0.5
| null | 5
| 25
| 6
|
trailing 8%
| 206
| 26.9
|
Bull
| 11
| 4.1
| 2
| 96
| 105
| 100
| 36
| false
|
NoAction
|
Within bands; monitor
| 0
| 9
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| 108
| 2
| 179
| 5
| false
|
Monitor dispersion and breadth
|
P2448
|
Cautious
|
IRA
|
USD
|
2024-10-14
| 574,454
| 68,907
| 505,547
| 1
| 37.8
| 44.1
| 2.8
| 15.4
|
XLF:17.1%;BRK.B:22.4%;VNQ:23.9%;QQQ:12.7%;MUB:23.9%
|
US:66.7;EU:16.1;APAC:5.3;EM:9.8;Other:2.1
|
Value:+0.6;Growth:-0.6;Quality:+0.7;Size:+0.9;Momentum:+0.6;LowVol:+0.8
|
ESGOnly;MaxPos7%;NoMargin
| 6
| 25
| 4.1
|
trailing 8%
| 112
| 18.7
|
Bear
| 31.1
| 3.15
| 1.7
| 138
| -109
| 5
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 16
| 0
|
BrokerC
|
VWAP
| 85
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 90
| 20
| 63
| 4
| false
|
Increase defensive factor exposure
|
P2449
|
Opportunistic
|
IRA
|
USD
|
2025-01-01
| 861,073
| 40,786
| 820,287
| 1
| 69.6
| 16.4
| 5
| 9
|
VNQ:22.0%;QQQ:15.2%;TLT:22.0%;HYG:22.0%;XLF:18.8%
|
US:66.3;EU:12.7;APAC:13.1;EM:3.5;Other:4.4
|
Value:-0.9;Growth:-0.4;Quality:+0.8;Size:+0.4;Momentum:-0.5;LowVol:-0.2
| null | 6
| 25
| 5.8
|
hard 12%
| 168
| 21.3
|
Bull
| 16.9
| 3.94
| 2
| 83
| 89
| 100
| 50
| false
|
Sell
|
Trim extended winner -1%
| 24
| -13
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| -32
| 2
| -36
| 4
| false
|
Monitor dispersion and breadth
|
P2450
|
Systematic
|
Trust
|
USD
|
2024-08-12
| 563,209
| 35,323
| 527,886
| 1
| 62.7
| 28.6
| 2.1
| 6.6
|
IEF:23.6%;VOO:26.6%;XLF:23.2%;MUB:26.6%
|
US:66.4;EU:9.6;APAC:11.2;EM:12.5;Other:0.2
|
Value:+0.5;Growth:+0.4;Quality:-0.6;Size:-0.1;Momentum:+0.8;LowVol:-1.0
|
MaxPos7%
| 5
| 30
| 5
|
hard 12%
| 210
| 17.4
|
Sideways
| 14.6
| 4.12
| 2.5
| 100
| 49
| 78
| 42
| true
|
Rebalance
|
Rebalance back to target bands
| -2
| 13
|
BrokerA
|
LMT
| 99
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -22
| -20
| -1
| 2
| false
|
Tighten stops on momentum names
|
P2451
|
Cautious
|
401k
|
USD
|
2024-09-12
| 818,216
| 71,208
| 747,008
| 1
| 47.7
| 30.9
| 3.5
| 17.8
|
VTI:25.3%;TLT:24.1%;HYG:25.3%;AMZN:25.3%
|
US:62.7;EU:11.7;APAC:13.7;EM:6.0;Other:5.8
|
Value:+0.8;Growth:-0.2;Quality:+0.3;Size:-0.8;Momentum:+1.0;LowVol:-0.6
|
ESGOnly;NoMargin
| 10
| 35
| 5.5
|
trailing 8%
| 127
| 15.5
|
Volatile
| 24.2
| 3.95
| 3.8
| 111
| 14
| 66
| 51
| false
|
Sell
|
Trim extended winner -1%
| -13
| -26
|
BrokerD
|
LMT
| 99
| null | null |
Normal monitoring
| 119
| -13
| 224
| 5
| false
|
Increase defensive factor exposure
|
P2452
|
Hands-off
|
Trust
|
USD
|
2024-08-18
| 443,355
| 18,302
| 425,053
| 1
| 57.8
| 26.1
| 8.7
| 7.4
|
MSFT:21.3%;AAPL:6.5%;TSLA:21.3%;IEF:10.9%;VOO:21.3%;AMZN:18.6%
|
US:62.0;EU:14.2;APAC:15.3;EM:7.1;Other:1.4
|
Value:+0.8;Growth:-0.7;Quality:-0.5;Size:+1.0;Momentum:+0.7;LowVol:-0.2
|
MaxPos5%
| 10
| 30
| 3
|
trailing 10%
| 94
| 18.5
|
Sideways
| 16.9
| 4.69
| 3.5
| 105
| -18
| 31
| 49
| false
|
Sell
|
Trim extended winner -1%
| 4
| -34
|
BrokerD
|
VWAP
| 93
| null | null |
Normal monitoring
| 64
| -30
| 100
| 5
| false
|
Monitor dispersion and breadth
|
P2453
|
Cautious
|
Trust
|
USD
|
2025-09-04
| 193,839
| 28,565
| 165,274
| 1
| 51.2
| 30.4
| 1.8
| 16.5
|
VNQ:17.5%;QQQ:21.0%;VOO:30.7%;GLD:30.7%
|
US:63.2;EU:7.6;APAC:17.4;EM:8.3;Other:3.5
|
Value:+0.7;Growth:+0.2;Quality:-0.9;Size:-0.2;Momentum:-0.9;LowVol:-0.8
|
NoMargin
| 7
| 30
| 3
|
hard 10%
| 145
| 19.3
|
Sideways
| 19.2
| 3.59
| 3.5
| 125
| 42
| 80
| 42
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| -13
|
BrokerA
|
MKT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -49
| 19
| -24
| 2
| false
|
Within IPS guidelines
|
P2454
|
Cautious
|
Roth
|
USD
|
2025-06-21
| 432,704
| 45,645
| 387,059
| 1
| 49.9
| 37.8
| 0
| 12.4
|
BND:33.3%;XLF:33.3%;HYG:33.3%
|
US:68.9;EU:5.7;APAC:14.0;EM:10.8;Other:0.7
|
Value:+0.4;Growth:-0.1;Quality:-0.7;Size:-0.2;Momentum:+0.9;LowVol:-0.0
|
NoMargin
| 10
| 25
| 4.7
|
hard 10%
| 135
| 15.1
|
Volatile
| 24.7
| 4.2
| 4.3
| 116
| 78
| 100
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -23
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 91
| -54
| 67
| 4
| false
|
Monitor dispersion and breadth
|
P2455
|
Systematic
|
Trust
|
USD
|
2024-08-06
| 1,213,238
| 114,399
| 1,098,839
| 1
| 59
| 33.9
| 0.2
| 6.9
|
QQQ:29.1%;VNQ:24.6%;AAPL:29.1%;MSFT:17.1%
|
US:71.8;EU:13.7;APAC:5.8;EM:6.9;Other:1.8
|
Value:+0.4;Growth:+0.8;Quality:-0.1;Size:+0.9;Momentum:+0.5;LowVol:-0.7
|
NoDerivatives
| 10
| 35
| 4.5
|
hard 12%
| 219
| 24.9
|
Bear
| 31.6
| 3.14
| 2.3
| 174
| -113
| 5
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 21
| -26
|
BrokerC
|
VWAP
| 100
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -5
| -58
| 57
| 2
| false
|
Increase defensive factor exposure
|
P2456
|
Hands-off
|
Trust
|
USD
|
2024-12-26
| 684,654
| 56,190
| 628,464
| 1
| 67.2
| 19.5
| 6.7
| 6.7
|
VOO:17.1%;AAPL:20.8%;GLD:20.8%;MSFT:8.4%;BRK.B:14.2%;MUB:18.5%
|
US:69.2;EU:12.0;APAC:6.9;EM:5.4;Other:6.6
|
Value:+0.9;Growth:+0.6;Quality:-0.1;Size:+0.9;Momentum:-0.2;LowVol:-0.2
|
ESGOnly;MaxPos8%;NoDerivatives
| 7
| 25
| 4
|
trailing 10%
| 155
| 16.1
|
Sideways
| 19.7
| 3.68
| 2.8
| 134
| 4
| 44
| 55
| false
|
Buy
|
Add to core equity +1%
| -11
| -39
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 18
| -48
| 125
| 5
| false
|
Tax-aware sells next window
|
P2457
|
Hands-off
|
IRA
|
USD
|
2025-06-27
| 636,522
| 62,924
| 573,598
| 1
| 57.6
| 16
| 18
| 8.5
|
BRK.B:16.0%;BND:10.9%;TSLA:24.4%;AMZN:24.4%;VNQ:24.4%
|
US:72.0;EU:7.8;APAC:12.5;EM:7.0;Other:0.7
|
Value:+0.3;Growth:-0.4;Quality:+0.9;Size:+0.7;Momentum:-0.0;LowVol:-0.9
|
ESGOnly;MaxPos8%;NoDerivatives
| 6
| 25
| 3.4
|
hard 10%
| 138
| 15.4
|
Volatile
| 20.3
| 5.4
| 3.6
| 133
| -56
| 30
| 45
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| 9
|
BrokerA
|
VWAP
| 93
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 120
| -58
| 241
| 4
| false
|
Within IPS guidelines
|
P2458
|
Cautious
|
Taxable
|
USD
|
2025-08-19
| 702,010
| 70,998
| 631,012
| 1
| 46.1
| 40.8
| 0
| 13.2
|
VNQ:5.8%;TLT:18.1%;HYG:15.2%;AMZN:21.1%;VOO:18.7%;QQQ:21.1%
|
US:67.9;EU:7.7;APAC:9.8;EM:9.5;Other:5.0
|
Value:-0.5;Growth:+0.6;Quality:-0.3;Size:+1.0;Momentum:+0.7;LowVol:+0.6
|
ESGOnly;NoMargin
| 6
| 35
| 5.5
|
trailing 10%
| 159
| 16.8
|
Volatile
| 27
| 4.99
| 4.2
| 140
| 23
| 48
| 61
| false
|
Buy
|
Add to core equity +1%
| -5
| -35
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 52
| -20
| 102
| 4
| false
|
Increase defensive factor exposure
|
P2459
|
Hands-off
|
IRA
|
USD
|
2025-12-02
| 399,077
| 24,140
| 374,937
| 1
| 62.5
| 25
| 3.6
| 8.9
|
IEF:25.7%;BND:14.6%;VTI:16.7%;TSLA:17.3%;AMZN:25.7%
|
US:70.5;EU:11.6;APAC:5.5;EM:9.5;Other:2.9
|
Value:-0.6;Growth:-0.0;Quality:-0.1;Size:-0.0;Momentum:+0.8;LowVol:-0.4
|
ESGOnly;MaxPos5%
| 6
| 25
| 4.1
|
hard 10%
| 117
| 17
|
Sideways
| 15.1
| 4.49
| 3.3
| 105
| 60
| 73
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| 9
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 102
| 12
| 99
| 4
| false
|
Within IPS guidelines
|
P2460
|
Opportunistic
|
IRA
|
USD
|
2025-10-17
| 708,157
| 60,705
| 647,452
| 1
| 75.8
| 12.1
| 7
| 5.2
|
IEF:33.3%;AMZN:33.3%;VOO:33.3%
|
US:69.6;EU:7.5;APAC:9.2;EM:10.7;Other:2.9
|
Value:+0.1;Growth:-0.5;Quality:-0.7;Size:-0.6;Momentum:+0.9;LowVol:-0.3
|
MaxPos6%
| 5
| 25
| 6.3
|
trailing 7%
| 259
| 26
|
Bear
| 34.3
| 3.93
| 1.7
| 159
| 25
| 49
| 100
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -18
|
BrokerC
|
MKT
| 100
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -25
| -31
| 2
| 2
| false
|
Increase defensive factor exposure
|
P2461
|
Hands-off
|
Trust
|
USD
|
2025-06-22
| 420,117
| 41,612
| 378,505
| 1
| 58
| 28.3
| 8.1
| 5.5
|
TSLA:12.9%;MSFT:18.5%;BRK.B:24.5%;VNQ:24.5%;VTI:19.6%
|
US:73.6;EU:12.6;APAC:7.0;EM:5.1;Other:1.7
|
Value:+0.5;Growth:+0.7;Quality:+1.0;Size:-0.7;Momentum:+0.2;LowVol:+0.6
|
ESGOnly
| 7
| 25
| 5.5
|
trailing 8%
| 113
| 19.8
|
Volatile
| 31.3
| 3.51
| 3.4
| 170
| 38
| 76
| 69
| false
|
Buy
|
Add to core equity +1%
| 25
| -28
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| -32
| -42
| 100
| 4
| false
|
Tax-aware sells next window
|
P2462
|
Active
|
Trust
|
USD
|
2025-09-19
| 1,431,003
| 133,878
| 1,297,125
| 1
| 57.9
| 27.3
| 9.5
| 5.2
|
QQQ:21.7%;BRK.B:9.0%;TSLA:20.0%;AAPL:21.7%;BND:14.2%;VTI:13.3%
|
US:70.2;EU:10.6;APAC:10.0;EM:6.4;Other:2.8
|
Value:-0.8;Growth:-0.1;Quality:-0.2;Size:+0.9;Momentum:+0.6;LowVol:+0.2
|
MaxPos7%
| 6
| 30
| 4.1
|
hard 12%
| 180
| 22.8
|
Bull
| 17.6
| 4.37
| 2.3
| 95
| 48
| 66
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| -30
|
BrokerA
|
VWAP
| 98
| null | null |
Normal monitoring
| 53
| 15
| 166
| 5
| false
|
Increase defensive factor exposure
|
P2463
|
Systematic
|
Trust
|
USD
|
2025-04-08
| 1,589,238
| 65,281
| 1,523,957
| 1
| 63.6
| 31.3
| 0
| 5.1
|
GLD:28.8%;VTI:13.7%;AMZN:28.8%;BRK.B:28.8%
|
US:71.7;EU:9.4;APAC:6.0;EM:10.9;Other:2.0
|
Value:+0.2;Growth:-0.4;Quality:-0.8;Size:+0.6;Momentum:+0.8;LowVol:+0.7
| null | 10
| 35
| 5.1
|
trailing 8%
| 124
| 20
|
Volatile
| 24.4
| 4.96
| 2.3
| 129
| -41
| 35
| 70
| false
|
NoAction
|
Within bands; monitor
| 5
| -36
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 83
| 10
| 181
| 3
| false
|
Within IPS guidelines
|
P2464
|
Active
|
Roth
|
USD
|
2025-04-27
| 1,592,542
| 129,799
| 1,462,743
| 1.23
| 61.2
| 19.7
| 11.9
| 7.2
|
QQQ:21.5%;XLF:21.5%;TSLA:13.7%;VNQ:21.5%;GLD:8.0%;VOO:13.8%
|
US:62.1;EU:16.3;APAC:10.8;EM:7.9;Other:2.9
|
Value:+0.8;Growth:-0.6;Quality:-0.1;Size:+0.8;Momentum:-0.2;LowVol:-0.5
|
NoDerivatives
| 8
| 25
| 5.8
|
hard 12%
| 120
| 18.9
|
Bear
| 27.1
| 4.5
| 1.9
| 144
| -110
| 5
| 69
| false
|
Buy
|
Add to core equity +1%
| 1
| -18
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| 38
| -29
| 34
| 5
| false
|
Within IPS guidelines
|
P2465
|
Opportunistic
|
401k
|
USD
|
2025-04-20
| 931,027
| 33,276
| 897,751
| 1
| 72.1
| 21.6
| 0
| 6.3
|
VOO:18.5%;IEF:21.3%;MSFT:18.8%;TLT:21.3%;AMZN:20.2%
|
US:75.1;EU:11.0;APAC:6.9;EM:6.8;Other:0.2
|
Value:-0.0;Growth:-0.6;Quality:+0.9;Size:+0.9;Momentum:-0.1;LowVol:0.0
|
NoDerivatives
| 10
| 25
| 5.2
|
trailing 7%
| 224
| 28.9
|
Sideways
| 14.7
| 4.11
| 2.7
| 136
| -19
| 36
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 9
|
BrokerD
|
VWAP
| 99
| null | null |
Normal monitoring
| 95
| 10
| 188
| 5
| false
|
Within IPS guidelines
|
P2466
|
Active
|
401k
|
USD
|
2024-10-17
| 1,149,887
| 124,998
| 1,024,889
| 1
| 62.5
| 30.1
| 2.1
| 5.3
|
BRK.B:19.9%;MSFT:26.7%;XLF:26.7%;QQQ:26.7%
|
US:69.7;EU:10.8;APAC:13.9;EM:4.7;Other:1.0
|
Value:+0.4;Growth:-0.0;Quality:+0.6;Size:+0.1;Momentum:-0.9;LowVol:+0.2
| null | 6
| 30
| 4.1
|
trailing 8%
| 171
| 19.1
|
Bull
| 15.7
| 4.5
| 3.4
| 73
| 27
| 58
| 41
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -31
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| -44
| -47
| -67
| 3
| false
|
Monitor dispersion and breadth
|
P2467
|
Hands-off
|
IRA
|
USD
|
2025-10-31
| 453,761
| 42,226
| 411,535
| 1
| 69.8
| 16.8
| 6
| 7.4
|
MSFT:27.8%;GLD:16.6%;VOO:27.8%;AMZN:27.8%
|
US:74.2;EU:12.5;APAC:6.6;EM:5.9;Other:1.0
|
Value:-0.8;Growth:+0.5;Quality:+0.1;Size:-0.9;Momentum:+0.7;LowVol:-0.2
|
MaxPos5%;NoDerivatives
| 7
| 35
| 4.6
|
hard 10%
| 125
| 16.3
|
Volatile
| 21.7
| 5.4
| 2.1
| 162
| 72
| 77
| 60
| true
|
Hedge
|
Buy index puts 1% notional
| 23
| -9
|
BrokerA
|
LMT
| 91
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 107
| -37
| 226
| 2
| false
|
Monitor dispersion and breadth
|
P2468
|
Active
|
IRA
|
USD
|
2024-08-28
| 2,392,014
| 254,750
| 2,137,264
| 1
| 54.1
| 29.4
| 11.1
| 5.4
|
TLT:11.2%;BND:22.9%;MSFT:23.5%;VNQ:9.2%;GLD:9.7%;XLF:23.5%
|
US:68.9;EU:11.8;APAC:11.9;EM:4.6;Other:2.8
|
Value:+0.4;Growth:+0.6;Quality:+0.1;Size:-0.3;Momentum:-0.3;LowVol:-0.4
|
MaxPos8%
| 8
| 30
| 5.3
|
hard 12%
| 224
| 25.5
|
Volatile
| 24.2
| 3.87
| 3.7
| 112
| -36
| 36
| 67
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -2
| -36
|
BrokerB
|
LMT
| 95
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 35
| -52
| 22
| 2
| false
|
Tax-aware sells next window
|
P2469
|
Hands-off
|
Taxable
|
USD
|
2024-12-02
| 365,512
| 35,336
| 330,176
| 1
| 57.9
| 15.2
| 18.3
| 8.6
|
IEF:15.0%;MSFT:29.3%;BRK.B:26.3%;VNQ:29.3%
|
US:60.3;EU:8.5;APAC:16.5;EM:10.4;Other:4.4
|
Value:-0.9;Growth:+0.9;Quality:+0.2;Size:-0.2;Momentum:+0.4;LowVol:-0.7
|
ESGOnly
| 7
| 30
| 5.2
|
hard 10%
| 144
| 14.3
|
Sideways
| 19
| 4.31
| 2.4
| 137
| 50
| 63
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -17
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -38
| -55
| 75
| 3
| false
|
Monitor dispersion and breadth
|
P2470
|
Systematic
|
IRA
|
USD
|
2025-01-11
| 1,457,109
| 65,706
| 1,391,403
| 1
| 58.1
| 22.4
| 12.2
| 7.3
|
VNQ:25.0%;TSLA:25.0%;XLF:25.0%;BND:25.0%
|
US:58.5;EU:21.2;APAC:8.0;EM:7.7;Other:4.6
|
Value:-0.1;Growth:-0.3;Quality:+0.8;Size:-0.4;Momentum:-0.9;LowVol:+0.6
|
MaxPos7%;NoDerivatives
| 10
| 25
| 4.5
|
trailing 9%
| 218
| 28
|
Volatile
| 28.3
| 4.98
| 2
| 174
| -11
| 49
| 69
| false
|
Buy
|
Add to core equity +1%
| -13
| -20
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 27
| -22
| 4
| 5
| false
|
Tighten stops on momentum names
|
P2471
|
Hands-off
|
401k
|
USD
|
2025-01-27
| 238,079
| 13,827
| 224,252
| 1
| 66.2
| 26.3
| 0
| 7.5
|
XLF:33.3%;BND:33.3%;VTI:33.3%
|
US:65.8;EU:12.2;APAC:12.7;EM:7.7;Other:1.5
|
Value:+0.4;Growth:+0.9;Quality:+0.2;Size:+0.4;Momentum:-0.5;LowVol:-0.2
| null | 5
| 30
| 3.7
|
trailing 8%
| 121
| 20
|
Volatile
| 30.6
| 5.2
| 3.7
| 137
| 20
| 70
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 3
| 10
|
BrokerD
|
MKT
| 95
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 22
| -35
| 156
| 2
| true
|
Increase defensive factor exposure
|
P2472
|
Opportunistic
|
401k
|
USD
|
2025-02-10
| 1,445,529
| 116,505
| 1,329,024
| 1
| 76.1
| 19.1
| 0
| 4.9
|
AMZN:22.1%;TLT:20.5%;HYG:22.1%;TSLA:22.1%;XLF:13.2%
|
US:74.6;EU:11.3;APAC:5.2;EM:8.6;Other:0.2
|
Value:+0.8;Growth:-0.3;Quality:+0.4;Size:+0.6;Momentum:+0.3;LowVol:-0.4
|
MaxPos7%;NoDerivatives
| 6
| 35
| 6.6
|
trailing 9%
| 170
| 28.7
|
Volatile
| 29.2
| 4.73
| 3.5
| 148
| -23
| 34
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 4
| -34
|
BrokerC
|
LMT
| 89
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 8
| -1
| -19
| 3
| false
|
Within IPS guidelines
|
P2473
|
Active
|
401k
|
USD
|
2024-10-09
| 548,429
| 60,993
| 487,436
| 1
| 54.3
| 18.3
| 17.5
| 9.8
|
VTI:21.8%;MSFT:21.8%;TSLA:20.9%;AAPL:21.8%;IEF:13.7%
|
US:66.0;EU:11.6;APAC:8.7;EM:9.8;Other:3.9
|
Value:+0.9;Growth:0.0;Quality:0.0;Size:+0.6;Momentum:+0.6;LowVol:+0.8
|
MaxPos5%
| 8
| 25
| 5.2
|
trailing 9%
| 158
| 27.4
|
Volatile
| 29.5
| 3.94
| 2.4
| 169
| 51
| 84
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 25
| -17
|
BrokerB
|
VWAP
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 63
| 10
| 71
| 3
| false
|
Within IPS guidelines
|
P2474
|
Active
|
Trust
|
USD
|
2024-10-28
| 1,129,043
| 77,407
| 1,051,636
| 1.1
| 54.4
| 18.8
| 17.3
| 9.5
|
AAPL:20.5%;HYG:23.5%;MUB:23.5%;VNQ:9.0%;BRK.B:23.5%
|
US:69.7;EU:10.2;APAC:9.1;EM:6.8;Other:4.2
|
Value:+0.4;Growth:+1.0;Quality:-0.4;Size:+0.9;Momentum:-1.0;LowVol:-0.5
|
MaxPos6%
| 10
| 25
| 4.5
|
trailing 9%
| 206
| 19
|
Sideways
| 17.4
| 3.98
| 2.3
| 108
| 38
| 61
| 40
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 29
| -22
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| -21
| 4
| 89
| 5
| false
|
Tighten stops on momentum names
|
P2475
|
Hands-off
|
401k
|
USD
|
2025-05-03
| 237,425
| 10,891
| 226,534
| 1
| 74.1
| 17.2
| 0.1
| 8.6
|
VTI:15.0%;GLD:23.7%;MSFT:23.7%;VOO:23.7%;VNQ:13.9%
|
US:68.0;EU:14.8;APAC:9.2;EM:3.6;Other:4.4
|
Value:+0.3;Growth:+0.9;Quality:+0.9;Size:+0.2;Momentum:-0.1;LowVol:+0.4
| null | 8
| 25
| 5.5
|
hard 10%
| 144
| 12.3
|
Bear
| 31.7
| 3.8
| 1.3
| 136
| -24
| 45
| 82
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 34
| -38
|
BrokerB
|
MKT
| 98
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 32
| 1
| 5
| 2
| false
|
Monitor dispersion and breadth
|
P2476
|
Hands-off
|
Taxable
|
USD
|
2025-02-23
| 705,875
| 50,907
| 654,968
| 1
| 69.9
| 22.9
| 0
| 7.2
|
VOO:18.9%;TLT:15.3%;VNQ:20.6%;BRK.B:8.5%;QQQ:16.1%;IEF:20.6%
|
US:63.4;EU:15.6;APAC:10.7;EM:5.2;Other:5.2
|
Value:0.0;Growth:+0.9;Quality:+1.0;Size:+0.1;Momentum:+1.0;LowVol:+0.2
|
ESGOnly;MaxPos7%;NoDerivatives
| 8
| 35
| 5.7
|
trailing 8%
| 91
| 14.8
|
Bull
| 15.2
| 4.46
| 3.1
| 118
| 28
| 57
| 60
| false
|
NoAction
|
Within bands; monitor
| 3
| 14
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 39
| -25
| 160
| 4
| false
|
Tax-aware sells next window
|
P2477
|
Hands-off
|
IRA
|
USD
|
2025-12-08
| 241,869
| 10,179
| 231,690
| 1
| 68.8
| 22.7
| 0
| 8.4
|
BRK.B:19.7%;MSFT:9.6%;TSLA:23.6%;IEF:23.6%;GLD:23.6%
|
US:70.4;EU:7.4;APAC:8.6;EM:7.5;Other:6.2
|
Value:-0.0;Growth:-0.7;Quality:+0.8;Size:+0.2;Momentum:+0.4;LowVol:+0.4
|
ESGOnly
| 8
| 35
| 3.5
|
trailing 8%
| 155
| 14.2
|
Volatile
| 25.9
| 5.05
| 3.8
| 177
| -14
| 53
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -20
|
BrokerD
|
LMT
| 86
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 118
| -46
| 155
| 2
| false
|
Tighten stops on momentum names
|
P2478
|
Hands-off
|
IRA
|
USD
|
2024-10-01
| 367,936
| 15,320
| 352,616
| 1
| 55
| 19.4
| 17.8
| 7.8
|
AMZN:24.6%;VOO:25.1%;MSFT:25.1%;VNQ:25.1%
|
US:75.4;EU:9.5;APAC:6.1;EM:4.9;Other:4.1
|
Value:-0.8;Growth:+0.2;Quality:+0.4;Size:+0.5;Momentum:+0.4;LowVol:+0.5
| null | 8
| 35
| 3.7
|
trailing 8%
| 138
| 15.1
|
Volatile
| 20.8
| 3.64
| 4.3
| 148
| 48
| 65
| 51
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -5
| 14
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| 5
| -3
| 43
| 4
| false
|
Within IPS guidelines
|
P2479
|
Cautious
|
Roth
|
USD
|
2024-07-07
| 182,920
| 28,962
| 153,958
| 1
| 41.2
| 32.1
| 15.9
| 10.7
|
AAPL:15.4%;VTI:22.2%;MUB:12.3%;AMZN:18.2%;BRK.B:22.2%;QQQ:9.8%
|
US:71.3;EU:6.4;APAC:13.5;EM:5.2;Other:3.7
|
Value:-0.0;Growth:-0.8;Quality:-0.7;Size:+0.6;Momentum:0.0;LowVol:+0.1
|
ESGOnly;MaxPos5%;NoMargin
| 10
| 25
| 3.7
|
trailing 8%
| 92
| 17.8
|
Sideways
| 18.7
| 3.74
| 2.2
| 129
| 58
| 74
| 38
| false
|
Buy
|
Add to core equity +1%
| 26
| 1
|
BrokerC
|
LMT
| 89
| null | null |
Normal monitoring
| 97
| -40
| 120
| 5
| false
|
Tighten stops on momentum names
|
P2480
|
Hands-off
|
401k
|
USD
|
2024-07-27
| 253,389
| 12,636
| 240,753
| 1
| 64.2
| 16
| 13.5
| 6.3
|
VNQ:11.6%;XLF:22.7%;BRK.B:22.7%;AAPL:20.4%;BND:22.7%
|
US:67.3;EU:11.1;APAC:12.3;EM:8.6;Other:0.8
|
Value:+0.4;Growth:-1.0;Quality:+0.5;Size:-0.5;Momentum:+0.4;LowVol:-0.0
|
ESGOnly
| 7
| 35
| 5
|
trailing 8%
| 90
| 15.4
|
Bull
| 13.3
| 4.44
| 2.5
| 77
| 3
| 60
| 40
| false
|
Sell
|
Trim extended winner -1%
| 3
| -3
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 107
| -6
| 172
| 4
| false
|
Monitor dispersion and breadth
|
P2481
|
Opportunistic
|
IRA
|
USD
|
2024-09-08
| 1,618,108
| 114,099
| 1,504,009
| 1
| 69.5
| 18.4
| 6.5
| 5.6
|
GLD:23.0%;MUB:15.9%;AMZN:15.1%;HYG:23.0%;VTI:23.0%
|
US:68.7;EU:17.3;APAC:7.9;EM:3.0;Other:3.1
|
Value:+0.3;Growth:-0.8;Quality:0.0;Size:+0.5;Momentum:-0.6;LowVol:-0.7
| null | 7
| 25
| 5.7
|
trailing 9%
| 264
| 29.9
|
Volatile
| 24.7
| 5.19
| 3.4
| 121
| 13
| 69
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 5
| -34
|
BrokerA
|
LMT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 46
| -19
| 180
| 3
| false
|
Tax-aware sells next window
|
P2482
|
Hands-off
|
IRA
|
USD
|
2025-12-23
| 831,517
| 65,419
| 766,098
| 1
| 64.9
| 28.5
| 0
| 6.6
|
VNQ:20.2%;AMZN:26.6%;GLD:26.6%;TSLA:26.6%
|
US:66.5;EU:13.2;APAC:11.8;EM:6.6;Other:2.0
|
Value:+0.1;Growth:+0.3;Quality:-0.6;Size:-0.3;Momentum:-0.4;LowVol:+0.4
|
MaxPos8%
| 10
| 25
| 3.8
|
hard 10%
| 139
| 13.3
|
Volatile
| 31.3
| 4.79
| 2.4
| 128
| -25
| 29
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| -7
|
BrokerC
|
MKT
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 29
| -8
| -6
| 4
| false
|
Increase defensive factor exposure
|
P2483
|
Active
|
Roth
|
USD
|
2025-11-02
| 1,550,877
| 149,700
| 1,401,177
| 1
| 63.7
| 28.1
| 0
| 8.1
|
BND:25.7%;VNQ:14.2%;BRK.B:23.1%;GLD:11.3%;MSFT:25.7%
|
US:69.3;EU:6.4;APAC:11.6;EM:9.5;Other:3.2
|
Value:+0.1;Growth:+0.4;Quality:+0.1;Size:+0.2;Momentum:+0.5;LowVol:-0.5
| null | 10
| 25
| 5.6
|
trailing 8%
| 132
| 22.4
|
Volatile
| 23.4
| 4.38
| 2.6
| 110
| 70
| 72
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -5
|
BrokerD
|
MKT
| 99
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -51
| 10
| 27
| 5
| true
|
Within IPS guidelines
|
P2484
|
Cautious
|
Taxable
|
USD
|
2025-11-15
| 383,209
| 52,733
| 330,476
| 1
| 36.5
| 37.9
| 8.1
| 17.5
|
BND:21.1%;TLT:10.9%;MUB:20.1%;IEF:23.9%;GLD:23.9%
|
US:56.4;EU:15.3;APAC:14.3;EM:9.6;Other:4.5
|
Value:-0.3;Growth:+0.8;Quality:-0.6;Size:+0.1;Momentum:+0.1;LowVol:+0.9
|
ESGOnly;NoMargin
| 6
| 30
| 3.8
|
trailing 8%
| 132
| 17.6
|
Volatile
| 31
| 4.21
| 2.6
| 156
| 16
| 61
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| 2
|
BrokerB
|
LMT
| 89
| null | null |
Normal monitoring
| 6
| -53
| 49
| 3
| false
|
Tighten stops on momentum names
|
P2485
|
Opportunistic
|
Roth
|
USD
|
2025-09-11
| 1,621,480
| 112,558
| 1,508,922
| 1
| 60
| 14
| 18.5
| 7.4
|
IEF:26.8%;AMZN:19.5%;HYG:26.8%;GLD:26.8%
|
US:68.7;EU:19.9;APAC:6.6;EM:4.6;Other:0.2
|
Value:-0.4;Growth:-0.4;Quality:-0.5;Size:-0.1;Momentum:-0.9;LowVol:-0.3
|
NoDerivatives
| 5
| 35
| 4.3
|
hard 12%
| 210
| 21.6
|
Bull
| 11.7
| 3.51
| 2.8
| 85
| 79
| 79
| 44
| false
|
Buy
|
Add to core equity +1%
| 19
| -37
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -9
| -47
| -40
| 4
| false
|
Increase defensive factor exposure
|
P2486
|
Hands-off
|
401k
|
USD
|
2025-10-19
| 472,773
| 45,602
| 427,171
| 1
| 63.4
| 21.8
| 5.1
| 9.8
|
TLT:25.0%;QQQ:25.0%;VOO:25.0%;HYG:25.0%
|
US:58.2;EU:18.9;APAC:12.6;EM:5.8;Other:4.4
|
Value:-0.9;Growth:+1.0;Quality:+0.3;Size:+0.7;Momentum:+0.2;LowVol:+0.1
| null | 8
| 35
| 4.8
|
trailing 8%
| 92
| 18.1
|
Sideways
| 20.2
| 4.07
| 2.6
| 123
| 51
| 73
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| 8
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| -5
| -54
| 40
| 5
| false
|
Monitor dispersion and breadth
|
P2487
|
Cautious
|
Taxable
|
USD
|
2025-04-17
| 266,147
| 22,969
| 243,178
| 1
| 47
| 33.1
| 7.4
| 12.4
|
QQQ:26.9%;MUB:19.4%;VOO:26.9%;VTI:26.9%
|
US:67.5;EU:16.6;APAC:9.2;EM:6.0;Other:0.7
|
Value:-0.6;Growth:-0.3;Quality:-0.9;Size:+0.2;Momentum:-0.7;LowVol:+0.3
|
NoMargin
| 8
| 35
| 3.9
|
hard 10%
| 152
| 13.9
|
Sideways
| 18.6
| 3.55
| 2.1
| 124
| 54
| 83
| 37
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -11
| 1
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 29
| -29
| 162
| 5
| false
|
Within IPS guidelines
|
P2488
|
Systematic
|
Roth
|
USD
|
2024-10-21
| 1,038,415
| 64,244
| 974,171
| 1
| 55.7
| 23.1
| 11.5
| 9.7
|
MUB:27.6%;QQQ:27.6%;MSFT:17.2%;HYG:27.6%
|
US:69.9;EU:13.7;APAC:6.0;EM:7.9;Other:2.5
|
Value:+0.9;Growth:-0.8;Quality:+0.5;Size:-0.3;Momentum:+0.1;LowVol:-0.8
|
NoDerivatives
| 8
| 25
| 5.1
|
trailing 8%
| 190
| 19.9
|
Bull
| 16.4
| 4.39
| 3.2
| 86
| 87
| 80
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| 1
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 98
| -15
| 171
| 5
| false
|
Within IPS guidelines
|
P2489
|
Cautious
|
401k
|
USD
|
2024-10-24
| 869,048
| 134,365
| 734,683
| 1
| 48.7
| 38.5
| 2.6
| 10.2
|
XLF:14.6%;AAPL:22.0%;AMZN:20.6%;VOO:22.0%;BND:20.8%
|
US:64.8;EU:15.5;APAC:8.9;EM:10.1;Other:0.8
|
Value:-0.6;Growth:+0.9;Quality:-0.7;Size:-0.3;Momentum:+0.3;LowVol:+0.4
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 35
| 3.3
|
trailing 10%
| 166
| 14.8
|
Volatile
| 30.6
| 5.49
| 3.4
| 147
| -12
| 54
| 70
| false
|
Sell
|
Trim extended winner -1%
| 29
| -10
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 67
| -48
| 145
| 3
| false
|
Tighten stops on momentum names
|
P2490
|
Opportunistic
|
IRA
|
USD
|
2025-05-20
| 315,622
| 25,731
| 289,891
| 1.25
| 61.9
| 21
| 11.5
| 5.5
|
BRK.B:15.1%;XLF:19.4%;TLT:20.8%;GLD:13.7%;VTI:10.1%;BND:20.8%
|
US:75.8;EU:5.5;APAC:11.6;EM:3.1;Other:4.0
|
Value:+0.2;Growth:+0.6;Quality:-0.2;Size:-0.2;Momentum:+0.7;LowVol:-0.0
| null | 6
| 35
| 5.9
|
trailing 7%
| 168
| 28.4
|
Sideways
| 14.3
| 4.4
| 2.8
| 131
| 42
| 66
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| -20
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| -55
| -23
| 7
| 4
| false
|
Tax-aware sells next window
|
P2491
|
Systematic
|
Taxable
|
USD
|
2025-06-17
| 1,988,720
| 160,938
| 1,827,782
| 1
| 61.5
| 28.6
| 3.7
| 6.2
|
IEF:21.1%;VNQ:21.0%;TLT:20.6%;QQQ:16.3%;XLF:21.1%
|
US:72.4;EU:13.9;APAC:5.3;EM:4.6;Other:3.8
|
Value:-1.0;Growth:+0.4;Quality:+1.0;Size:+0.5;Momentum:+0.8;LowVol:+0.7
| null | 7
| 35
| 5
|
hard 12%
| 185
| 19.8
|
Bear
| 22
| 3.02
| 1.3
| 170
| -25
| 25
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -27
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 58
| -19
| 187
| 4
| false
|
Tax-aware sells next window
|
P2492
|
Active
|
Taxable
|
USD
|
2024-08-17
| 2,208,210
| 211,971
| 1,996,239
| 1
| 65.8
| 19
| 9.9
| 5.3
|
TSLA:18.7%;MUB:15.4%;QQQ:17.3%;BND:24.3%;GLD:24.3%
|
US:64.9;EU:14.1;APAC:12.7;EM:4.3;Other:4.0
|
Value:+0.9;Growth:-0.8;Quality:+0.3;Size:0.0;Momentum:-1.0;LowVol:+0.8
| null | 5
| 25
| 4.3
|
trailing 9%
| 205
| 23.1
|
Volatile
| 26
| 3.73
| 3.5
| 170
| -3
| 45
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| 0
|
BrokerC
|
VWAP
| 95
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 101
| -31
| 69
| 5
| false
|
Tighten stops on momentum names
|
P2493
|
Active
|
Trust
|
USD
|
2025-11-20
| 2,450,232
| 253,781
| 2,196,451
| 1
| 65.4
| 25.4
| 0
| 9.3
|
HYG:33.9%;GLD:32.2%;AAPL:33.9%
|
US:65.9;EU:8.4;APAC:13.5;EM:10.4;Other:1.8
|
Value:+0.2;Growth:+0.6;Quality:+0.8;Size:-0.8;Momentum:+0.9;LowVol:-0.5
|
MaxPos7%;NoDerivatives
| 8
| 30
| 6
|
trailing 9%
| 198
| 27
|
Bear
| 31.1
| 3.13
| 2.3
| 154
| 9
| 68
| 90
| true
|
Hedge
|
Buy index puts 1% notional
| -1
| -5
|
BrokerD
|
LMT
| 89
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -38
| 2
| 38
| 4
| false
|
Within IPS guidelines
|
P2494
|
Opportunistic
|
Taxable
|
USD
|
2024-09-07
| 1,573,894
| 106,139
| 1,467,755
| 1
| 76.2
| 11.7
| 3.9
| 8.1
|
GLD:22.6%;IEF:13.4%;TLT:23.6%;QQQ:16.9%;VNQ:23.6%
|
US:68.7;EU:11.5;APAC:9.4;EM:8.7;Other:1.8
|
Value:+0.5;Growth:+0.2;Quality:+0.1;Size:+0.4;Momentum:-0.8;LowVol:+0.6
|
NoDerivatives
| 10
| 25
| 5.7
|
trailing 9%
| 208
| 32.1
|
Bull
| 11.5
| 4.12
| 2
| 112
| 99
| 100
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -22
|
BrokerB
|
VWAP
| 89
| null | null |
Normal monitoring
| -21
| 2
| 65
| 5
| false
|
Tighten stops on momentum names
|
P2495
|
Hands-off
|
Trust
|
USD
|
2024-09-19
| 754,987
| 74,099
| 680,888
| 1
| 67.1
| 18
| 9.1
| 5.8
|
QQQ:29.0%;AAPL:29.0%;HYG:13.0%;GLD:29.0%
|
US:69.4;EU:14.2;APAC:6.7;EM:8.2;Other:1.6
|
Value:-0.7;Growth:-0.8;Quality:+0.4;Size:-0.1;Momentum:+0.7;LowVol:+0.5
|
ESGOnly;MaxPos8%;NoDerivatives
| 5
| 30
| 4.6
|
hard 10%
| 115
| 19.6
|
Volatile
| 29.5
| 3.79
| 2.2
| 126
| 73
| 97
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| 11
|
BrokerC
|
MKT
| 86
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 66
| -28
| 168
| 2
| false
|
Tighten stops on momentum names
|
P2496
|
Cautious
|
Trust
|
USD
|
2025-12-01
| 340,486
| 44,480
| 296,006
| 1
| 45
| 34.8
| 3.1
| 17.1
|
TSLA:29.0%;BRK.B:29.0%;AMZN:12.9%;QQQ:29.0%
|
US:59.4;EU:16.3;APAC:10.7;EM:9.4;Other:4.2
|
Value:+1.0;Growth:-0.0;Quality:+0.7;Size:+0.1;Momentum:+0.1;LowVol:-0.1
|
ESGOnly;NoMargin
| 7
| 30
| 4.6
|
hard 10%
| 105
| 15.7
|
Volatile
| 29.7
| 3.8
| 2.6
| 172
| 59
| 66
| 66
| false
|
Sell
|
Trim extended winner -1%
| -1
| -34
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| -2
| -41
| 129
| 3
| false
|
Within IPS guidelines
|
P2497
|
Hands-off
|
Roth
|
USD
|
2025-11-16
| 595,432
| 35,888
| 559,544
| 1
| 65.8
| 24.1
| 0.8
| 9.4
|
HYG:27.0%;TSLA:24.3%;TLT:27.0%;BRK.B:21.6%
|
US:65.3;EU:8.4;APAC:11.2;EM:10.3;Other:4.8
|
Value:-0.9;Growth:+0.9;Quality:-0.3;Size:+1.0;Momentum:0.0;LowVol:-0.1
|
ESGOnly
| 8
| 25
| 4.3
|
trailing 10%
| 126
| 17.5
|
Volatile
| 29.2
| 5.05
| 3.8
| 145
| -44
| 19
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 14
| -25
|
BrokerB
|
LMT
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 45
| -4
| 157
| 3
| false
|
Tax-aware sells next window
|
P2498
|
Cautious
|
401k
|
USD
|
2025-08-08
| 165,717
| 23,895
| 141,822
| 1
| 44.8
| 41.8
| 0
| 13.3
|
TSLA:26.0%;GLD:26.0%;MUB:26.0%;XLF:22.0%
|
US:58.8;EU:17.1;APAC:8.3;EM:12.1;Other:3.7
|
Value:-0.1;Growth:-0.5;Quality:-0.4;Size:+0.7;Momentum:-0.3;LowVol:-0.1
|
NoMargin
| 8
| 30
| 3.4
|
trailing 8%
| 157
| 19.4
|
Volatile
| 30.5
| 3.86
| 3.2
| 158
| 67
| 68
| 76
| true
|
Rebalance
|
Rebalance back to target bands
| 26
| -36
|
BrokerA
|
MKT
| 93
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -18
| 16
| 20
| 3
| false
|
Monitor dispersion and breadth
|
P2499
|
Active
|
Taxable
|
USD
|
2025-11-12
| 1,847,753
| 190,138
| 1,657,615
| 1
| 61.9
| 24.3
| 8.6
| 5.2
|
VOO:21.6%;MUB:26.6%;IEF:26.6%;QQQ:25.3%
|
US:61.9;EU:12.6;APAC:13.6;EM:9.5;Other:2.5
|
Value:-0.0;Growth:-0.8;Quality:-0.4;Size:-0.5;Momentum:+0.5;LowVol:+0.2
|
MaxPos6%;NoDerivatives
| 5
| 30
| 5.1
|
hard 12%
| 141
| 16.7
|
Bull
| 11.2
| 5
| 3.5
| 82
| 82
| 77
| 46
| false
|
Buy
|
Add to core equity +1%
| 27
| -20
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| 60
| -23
| 77
| 4
| false
|
Tighten stops on momentum names
|
P2500
|
Active
|
Taxable
|
USD
|
2025-07-08
| 868,181
| 66,097
| 802,084
| 1
| 54.3
| 29.2
| 11.4
| 5.2
|
QQQ:29.3%;HYG:35.3%;XLF:35.3%
|
US:70.2;EU:6.7;APAC:11.0;EM:8.3;Other:3.7
|
Value:+0.4;Growth:+0.6;Quality:-0.2;Size:+0.9;Momentum:+0.6;LowVol:-0.4
| null | 5
| 30
| 4.1
|
trailing 8%
| 169
| 21.9
|
Bull
| 16.4
| 3.65
| 2.6
| 78
| 91
| 80
| 43
| false
|
Buy
|
Add to core equity +1%
| 22
| 12
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| -56
| -2
| -15
| 5
| false
|
Tax-aware sells next window
|
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