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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P3101
|
Hands-off
|
Trust
|
USD
|
2024-09-10
| 512,157
| 36,006
| 476,151
| 1
| 73.1
| 15.2
| 4.9
| 6.8
|
MUB:26.2%;MSFT:26.2%;AMZN:21.3%;XLF:26.2%
|
US:69.9;EU:7.9;APAC:9.4;EM:9.1;Other:3.7
|
Value:-0.8;Growth:-0.1;Quality:+0.3;Size:+0.6;Momentum:-0.0;LowVol:+0.6
|
MaxPos8%;NoDerivatives
| 8
| 30
| 3.9
|
trailing 10%
| 164
| 19
|
Sideways
| 19.5
| 3.79
| 2.2
| 108
| 58
| 69
| 62
| false
|
NoAction
|
Within bands; monitor
| 4
| -4
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| -60
| 9
| -11
| 4
| false
|
Within IPS guidelines
|
P3102
|
Active
|
Taxable
|
USD
|
2024-10-12
| 2,147,529
| 169,394
| 1,978,135
| 1.13
| 55.6
| 20.2
| 15.9
| 8.3
|
AAPL:23.7%;MSFT:23.4%;TSLA:23.7%;BRK.B:20.6%;TLT:8.6%
|
US:71.0;EU:10.7;APAC:7.1;EM:10.6;Other:0.7
|
Value:+0.1;Growth:+0.9;Quality:+0.5;Size:+0.5;Momentum:+0.2;LowVol:+0.6
|
MaxPos5%
| 6
| 25
| 5.3
|
trailing 8%
| 186
| 18.6
|
Volatile
| 20.1
| 4.68
| 2.5
| 130
| -52
| 27
| 59
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| 15
|
BrokerD
|
MKT
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 73
| -24
| 77
| 5
| false
|
Within IPS guidelines
|
P3103
|
Active
|
Taxable
|
USD
|
2024-10-02
| 2,093,089
| 182,737
| 1,910,352
| 1
| 51.2
| 18.8
| 24.4
| 5.6
|
QQQ:16.1%;GLD:16.2%;BRK.B:22.6%;TSLA:22.6%;BND:22.6%
|
US:55.4;EU:19.9;APAC:13.9;EM:9.3;Other:1.5
|
Value:+0.8;Growth:+0.9;Quality:-0.2;Size:+0.5;Momentum:-0.3;LowVol:+0.3
| null | 6
| 25
| 4.2
|
hard 12%
| 162
| 16.8
|
Bull
| 17.9
| 3.9
| 2.7
| 74
| 19
| 65
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| 11
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| 103
| -46
| 84
| 3
| false
|
Monitor dispersion and breadth
|
P3104
|
Systematic
|
Roth
|
USD
|
2025-07-11
| 1,856,894
| 148,194
| 1,708,700
| 1
| 60.7
| 27
| 5
| 7.4
|
BRK.B:21.2%;VNQ:18.5%;BND:16.7%;MSFT:21.2%;GLD:6.7%;AMZN:15.7%
|
US:64.4;EU:6.1;APAC:16.2;EM:12.1;Other:1.2
|
Value:+0.7;Growth:+0.3;Quality:+0.8;Size:-0.4;Momentum:+0.6;LowVol:+0.2
| null | 8
| 35
| 4.9
|
trailing 9%
| 139
| 19.2
|
Bull
| 18
| 3.9
| 2.8
| 101
| 52
| 87
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -34
|
BrokerB
|
LMT
| 97
| null | null |
Normal monitoring
| -45
| -47
| -78
| 5
| false
|
Increase defensive factor exposure
|
P3105
|
Opportunistic
|
401k
|
USD
|
2025-08-29
| 832,948
| 71,283
| 761,665
| 1
| 74
| 19.4
| 0
| 6.7
|
VNQ:27.6%;MUB:27.6%;AMZN:18.3%;TSLA:26.5%
|
US:69.7;EU:5.5;APAC:14.6;EM:9.8;Other:0.4
|
Value:-1.0;Growth:+0.9;Quality:+0.5;Size:-0.6;Momentum:+0.9;LowVol:+0.7
|
MaxPos8%
| 5
| 25
| 4.6
|
hard 12%
| 236
| 32.7
|
Bear
| 31.4
| 4.19
| 1.7
| 197
| -38
| 43
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 15
| -37
|
BrokerB
|
MKT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 109
| 20
| 88
| 4
| true
|
Tax-aware sells next window
|
P3106
|
Hands-off
|
Trust
|
USD
|
2025-07-27
| 646,151
| 50,893
| 595,258
| 1
| 60.9
| 21.2
| 11.3
| 6.6
|
MSFT:22.6%;BRK.B:22.6%;VTI:10.8%;BND:10.5%;AMZN:17.4%;TLT:16.1%
|
US:73.5;EU:9.1;APAC:5.3;EM:9.9;Other:2.3
|
Value:+0.2;Growth:+0.8;Quality:+0.2;Size:-0.4;Momentum:-0.6;LowVol:+0.8
|
NoDerivatives
| 7
| 35
| 3.4
|
trailing 8%
| 101
| 13.7
|
Volatile
| 27.3
| 5.48
| 2.9
| 154
| 63
| 83
| 67
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -11
|
BrokerA
|
LMT
| 96
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 35
| -34
| 106
| 5
| false
|
Tighten stops on momentum names
|
P3107
|
Active
|
Taxable
|
USD
|
2025-03-02
| 1,538,091
| 170,134
| 1,367,957
| 1.1
| 57.8
| 22.1
| 12.7
| 7.4
|
TLT:21.9%;XLF:21.9%;IEF:21.2%;TSLA:21.9%;MUB:13.1%
|
US:66.1;EU:12.5;APAC:11.9;EM:6.5;Other:3.0
|
Value:-0.1;Growth:-0.3;Quality:+1.0;Size:-1.0;Momentum:+0.1;LowVol:+0.1
|
NoDerivatives
| 10
| 35
| 4.7
|
trailing 8%
| 227
| 24.8
|
Bull
| 17.2
| 4
| 2.9
| 106
| 92
| 96
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -3
|
BrokerD
|
LMT
| 85
| null | null |
Normal monitoring
| 86
| 0
| 131
| 3
| false
|
Tax-aware sells next window
|
P3108
|
Active
|
Taxable
|
USD
|
2024-07-13
| 1,929,979
| 141,614
| 1,788,365
| 1
| 65.1
| 25.8
| 3.9
| 5.2
|
VTI:14.1%;HYG:12.9%;BND:23.7%;VNQ:19.6%;TSLA:16.1%;TLT:13.6%
|
US:67.2;EU:15.2;APAC:4.9;EM:8.6;Other:4.2
|
Value:+0.3;Growth:+1.0;Quality:+0.1;Size:+0.5;Momentum:+0.1;LowVol:-0.8
| null | 5
| 30
| 4.5
|
trailing 8%
| 181
| 18.4
|
Sideways
| 18
| 3.74
| 2.2
| 132
| 42
| 56
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| 2
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| -10
| -12
| 17
| 4
| false
|
Monitor dispersion and breadth
|
P3109
|
Opportunistic
|
401k
|
USD
|
2025-06-13
| 326,828
| 14,933
| 311,895
| 1.09
| 67
| 12.2
| 12.4
| 8.4
|
MSFT:18.1%;VNQ:15.7%;VTI:22.0%;TLT:22.0%;HYG:22.0%
|
US:66.2;EU:12.0;APAC:13.6;EM:6.4;Other:1.8
|
Value:+0.7;Growth:+0.3;Quality:-0.0;Size:-0.6;Momentum:-0.2;LowVol:+0.5
|
MaxPos6%;NoDerivatives
| 8
| 25
| 6.8
|
trailing 9%
| 246
| 29.9
|
Volatile
| 21.1
| 5.06
| 2.2
| 138
| -19
| 53
| 64
| false
|
NoAction
|
Within bands; monitor
| 24
| -31
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 69
| -39
| 101
| 4
| false
|
Increase defensive factor exposure
|
P3110
|
Active
|
401k
|
USD
|
2025-01-26
| 672,309
| 54,923
| 617,386
| 1
| 50.3
| 25.7
| 17.7
| 6.3
|
VOO:12.0%;TSLA:20.2%;AAPL:11.4%;VNQ:20.2%;AMZN:17.9%;QQQ:18.4%
|
US:63.3;EU:16.2;APAC:6.4;EM:9.4;Other:4.7
|
Value:+0.1;Growth:+0.8;Quality:-1.0;Size:+0.4;Momentum:+0.5;LowVol:-0.5
|
MaxPos6%
| 6
| 30
| 5.2
|
trailing 8%
| 131
| 16.4
|
Bull
| 11.2
| 4.32
| 3
| 97
| 44
| 61
| 25
| false
|
Buy
|
Add to core equity +1%
| 24
| -10
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 105
| -5
| 188
| 3
| false
|
Tax-aware sells next window
|
P3111
|
Active
|
Roth
|
USD
|
2025-12-10
| 793,206
| 52,385
| 740,821
| 1
| 63.6
| 27.1
| 3.5
| 5.7
|
BRK.B:33.3%;HYG:33.3%;TSLA:33.3%
|
US:70.1;EU:13.7;APAC:10.9;EM:3.1;Other:2.2
|
Value:-0.6;Growth:-0.2;Quality:-0.7;Size:+0.6;Momentum:+0.7;LowVol:-0.2
|
MaxPos5%
| 7
| 30
| 4.1
|
trailing 9%
| 211
| 21.7
|
Volatile
| 30.5
| 4.4
| 2.4
| 118
| 49
| 76
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| 11
|
BrokerD
|
MKT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 35
| 19
| 3
| 2
| false
|
Monitor dispersion and breadth
|
P3112
|
Active
|
401k
|
USD
|
2025-01-26
| 1,146,754
| 115,939
| 1,030,815
| 1
| 60.6
| 22.5
| 9.4
| 7.5
|
TLT:11.2%;VOO:26.6%;TSLA:26.6%;BND:21.7%;IEF:13.8%
|
US:66.3;EU:9.9;APAC:12.2;EM:8.5;Other:3.1
|
Value:-0.6;Growth:+0.3;Quality:-0.9;Size:+0.3;Momentum:-0.7;LowVol:-0.4
|
MaxPos5%
| 10
| 25
| 5.8
|
hard 12%
| 120
| 20.2
|
Volatile
| 20.2
| 5.22
| 2.1
| 167
| 49
| 67
| 51
| true
|
Hedge
|
Buy index puts 1% notional
| 35
| -21
|
BrokerC
|
LMT
| 96
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 12
| -12
| 85
| 2
| false
|
Increase defensive factor exposure
|
P3113
|
Cautious
|
Taxable
|
USD
|
2025-05-06
| 427,871
| 37,605
| 390,266
| 1
| 38.6
| 37.5
| 6.9
| 17
|
MUB:24.0%;QQQ:15.9%;VNQ:24.0%;BND:12.7%;HYG:14.1%;BRK.B:9.4%
|
US:65.9;EU:11.8;APAC:7.6;EM:10.3;Other:4.4
|
Value:+0.4;Growth:+0.4;Quality:-0.7;Size:+1.0;Momentum:+0.1;LowVol:+0.6
|
NoMargin
| 10
| 30
| 4.1
|
trailing 8%
| 118
| 18.7
|
Volatile
| 28.4
| 4.85
| 3.2
| 156
| 0
| 64
| 61
| false
|
Sell
|
Trim extended winner -1%
| 32
| -30
|
BrokerD
|
LMT
| 94
| null | null |
Normal monitoring
| 76
| -5
| 50
| 5
| false
|
Monitor dispersion and breadth
|
P3114
|
Cautious
|
IRA
|
USD
|
2025-04-29
| 730,562
| 70,305
| 660,257
| 1
| 36.1
| 31.1
| 16.3
| 16.6
|
VTI:36.3%;AAPL:36.3%;VOO:27.3%
|
US:66.5;EU:8.5;APAC:6.3;EM:14.6;Other:4.2
|
Value:-0.4;Growth:+0.4;Quality:-1.0;Size:-0.6;Momentum:-0.6;LowVol:-0.0
|
MaxPos5%;NoDerivatives;NoMargin
| 10
| 30
| 4.6
|
trailing 8%
| 132
| 15.2
|
Volatile
| 22.9
| 4.98
| 4.1
| 123
| -33
| 34
| 37
| false
|
Sell
|
Trim extended winner -1%
| 10
| -14
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| 41
| -10
| 139
| 5
| false
|
Within IPS guidelines
|
P3115
|
Hands-off
|
Roth
|
USD
|
2025-03-28
| 201,903
| 14,472
| 187,431
| 1
| 70.7
| 21.4
| 0
| 7.9
|
BND:28.8%;AMZN:28.8%;VTI:28.8%;XLF:13.5%
|
US:62.4;EU:16.1;APAC:7.8;EM:10.1;Other:3.5
|
Value:+0.5;Growth:-0.1;Quality:+0.7;Size:0.0;Momentum:+0.2;LowVol:+0.8
|
ESGOnly;NoDerivatives
| 5
| 25
| 3.5
|
trailing 8%
| 129
| 16.2
|
Volatile
| 21.5
| 3.9
| 3.2
| 148
| 17
| 56
| 61
| false
|
Buy
|
Add to core equity +1%
| 23
| -3
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 86
| -11
| 209
| 4
| false
|
Monitor dispersion and breadth
|
P3116
|
Opportunistic
|
Trust
|
USD
|
2025-03-28
| 1,016,142
| 79,752
| 936,390
| 1
| 62.8
| 17.8
| 11.7
| 7.7
|
BRK.B:24.4%;VOO:19.4%;IEF:18.4%;HYG:13.3%;VTI:24.4%
|
US:68.9;EU:8.2;APAC:10.1;EM:7.7;Other:5.1
|
Value:-0.3;Growth:-0.8;Quality:+0.1;Size:-0.2;Momentum:-0.1;LowVol:-0.9
| null | 6
| 35
| 5.7
|
hard 12%
| 210
| 20.9
|
Bull
| 17.5
| 3.6
| 3.1
| 87
| 36
| 80
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| 13
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 103
| -23
| 106
| 5
| false
|
Increase defensive factor exposure
|
P3117
|
Cautious
|
Roth
|
USD
|
2025-01-26
| 515,561
| 42,414
| 473,147
| 1
| 38.5
| 40.7
| 4.2
| 16.6
|
AAPL:22.8%;VNQ:7.3%;IEF:8.1%;TSLA:22.8%;HYG:22.8%;QQQ:16.3%
|
US:56.4;EU:10.9;APAC:15.1;EM:12.3;Other:5.3
|
Value:+0.2;Growth:-1.0;Quality:+0.4;Size:+1.0;Momentum:-0.9;LowVol:+0.4
|
NoMargin
| 10
| 35
| 4.9
|
trailing 10%
| 103
| 19
|
Bull
| 13.4
| 3.76
| 2.3
| 116
| 33
| 76
| 29
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -6
|
BrokerC
|
VWAP
| 90
| null | null |
Normal monitoring
| -30
| -14
| 90
| 3
| false
|
Tax-aware sells next window
|
P3118
|
Systematic
|
Roth
|
USD
|
2025-07-01
| 1,720,799
| 81,282
| 1,639,517
| 1
| 63.1
| 31.9
| 0
| 4.9
|
VNQ:17.3%;TSLA:24.5%;QQQ:29.1%;MSFT:29.1%
|
US:74.3;EU:7.1;APAC:10.6;EM:5.5;Other:2.4
|
Value:-0.1;Growth:-0.8;Quality:-0.2;Size:+0.9;Momentum:-0.8;LowVol:+0.8
|
MaxPos7%
| 7
| 35
| 4.4
|
trailing 8%
| 164
| 27.8
|
Volatile
| 31.8
| 5.21
| 3.7
| 149
| 34
| 56
| 91
| true
|
Hedge
|
Buy index puts 1% notional
| 7
| -2
|
BrokerB
|
MKT
| 85
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 19
| 10
| -20
| 3
| false
|
Tighten stops on momentum names
|
P3119
|
Opportunistic
|
401k
|
USD
|
2024-08-07
| 947,500
| 65,581
| 881,919
| 1
| 65.3
| 13.4
| 15.2
| 6.1
|
TSLA:33.3%;MUB:33.3%;IEF:33.3%
|
US:62.0;EU:20.5;APAC:8.3;EM:4.0;Other:5.2
|
Value:-0.0;Growth:+0.4;Quality:-0.1;Size:-0.1;Momentum:+0.7;LowVol:-0.5
|
MaxPos8%
| 8
| 30
| 6.7
|
hard 12%
| 246
| 24.2
|
Bull
| 12.1
| 3.56
| 2.4
| 102
| 10
| 55
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| 0
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| 31
| 13
| 162
| 3
| false
|
Increase defensive factor exposure
|
P3120
|
Active
|
401k
|
USD
|
2025-02-04
| 1,213,363
| 117,665
| 1,095,698
| 1
| 69.3
| 21.8
| 3
| 5.8
|
VNQ:7.1%;VOO:20.6%;TLT:21.7%;QQQ:19.1%;AMZN:12.6%;BND:18.9%
|
US:63.3;EU:13.7;APAC:10.6;EM:9.3;Other:3.0
|
Value:+0.9;Growth:+0.6;Quality:-0.8;Size:+0.2;Momentum:-0.3;LowVol:-0.8
| null | 10
| 35
| 5.5
|
hard 12%
| 192
| 17.6
|
Sideways
| 19.5
| 3.52
| 2.9
| 103
| 52
| 70
| 55
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| 13
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 23
| -38
| 132
| 5
| false
|
Monitor dispersion and breadth
|
P3121
|
Hands-off
|
Taxable
|
USD
|
2025-09-20
| 359,661
| 33,748
| 325,913
| 1
| 71.5
| 17.3
| 1.9
| 9.4
|
XLF:17.2%;VOO:12.7%;AAPL:22.3%;VTI:23.9%;VNQ:23.9%
|
US:63.2;EU:14.0;APAC:10.4;EM:11.2;Other:1.2
|
Value:-0.7;Growth:+0.4;Quality:-0.5;Size:-0.7;Momentum:+0.1;LowVol:+0.6
|
MaxPos8%
| 8
| 35
| 3.4
|
trailing 8%
| 118
| 16.8
|
Bear
| 31.4
| 4.18
| 1
| 131
| -109
| 5
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 25
| -40
|
BrokerA
|
LMT
| 99
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -53
| 10
| 86
| 2
| false
|
Tighten stops on momentum names
|
P3122
|
Opportunistic
|
IRA
|
USD
|
2025-03-25
| 1,291,528
| 57,153
| 1,234,375
| 1
| 65.8
| 12.5
| 15.4
| 6.4
|
XLF:33.3%;VOO:33.3%;BRK.B:33.3%
|
US:58.6;EU:14.4;APAC:11.9;EM:11.2;Other:3.9
|
Value:-0.7;Growth:-0.4;Quality:+0.4;Size:-0.4;Momentum:+0.9;LowVol:+0.9
| null | 10
| 30
| 5.1
|
hard 12%
| 222
| 34.5
|
Volatile
| 25.2
| 4.07
| 2.7
| 176
| -19
| 47
| 67
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 14
| -11
|
BrokerA
|
MKT
| 95
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 68
| -60
| 93
| 3
| false
|
Within IPS guidelines
|
P3123
|
Hands-off
|
Trust
|
USD
|
2025-01-14
| 309,521
| 14,652
| 294,869
| 1
| 66
| 15.3
| 9.6
| 9.1
|
QQQ:25.4%;TSLA:23.9%;GLD:25.4%;MSFT:25.4%
|
US:64.2;EU:9.5;APAC:15.3;EM:7.5;Other:3.6
|
Value:-0.8;Growth:-0.5;Quality:+0.8;Size:+0.9;Momentum:-0.1;LowVol:-0.1
|
MaxPos6%
| 8
| 30
| 3.3
|
trailing 8%
| 97
| 14.3
|
Bull
| 16.6
| 4.71
| 3.3
| 77
| 23
| 71
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| 11
|
BrokerC
|
VWAP
| 88
| null | null |
Normal monitoring
| -53
| -15
| -56
| 3
| false
|
Within IPS guidelines
|
P3124
|
Opportunistic
|
Trust
|
USD
|
2025-09-24
| 1,448,039
| 86,912
| 1,361,127
| 1
| 72.2
| 20.2
| 0
| 7.6
|
TLT:33.3%;XLF:33.3%;IEF:33.3%
|
US:65.4;EU:8.4;APAC:12.4;EM:9.9;Other:3.9
|
Value:+0.4;Growth:-0.7;Quality:+1.0;Size:+1.0;Momentum:+0.6;LowVol:+0.3
|
NoDerivatives
| 7
| 25
| 5.7
|
trailing 7%
| 199
| 27.5
|
Bear
| 24.2
| 3.13
| 1.2
| 190
| -13
| 49
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 29
| -12
|
BrokerA
|
MKT
| 91
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 51
| -56
| 180
| 3
| false
|
Tax-aware sells next window
|
P3125
|
Cautious
|
Roth
|
USD
|
2025-03-31
| 725,805
| 104,072
| 621,733
| 1
| 40.6
| 35.3
| 9.1
| 14.9
|
VNQ:23.2%;GLD:11.3%;XLF:15.5%;TSLA:10.2%;IEF:16.8%;VTI:23.2%
|
US:75.0;EU:7.8;APAC:7.2;EM:7.5;Other:2.5
|
Value:+0.4;Growth:+0.9;Quality:-0.8;Size:+0.6;Momentum:+0.5;LowVol:-0.3
|
MaxPos5%;NoMargin
| 7
| 30
| 3.9
|
hard 10%
| 162
| 14.5
|
Volatile
| 28.3
| 4.34
| 4.3
| 133
| 59
| 92
| 64
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| -27
|
BrokerA
|
VWAP
| 89
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 78
| 3
| 160
| 5
| false
|
Monitor dispersion and breadth
|
P3126
|
Hands-off
|
IRA
|
USD
|
2025-06-09
| 154,228
| 13,374
| 140,854
| 1
| 59.4
| 19.6
| 11.5
| 9.4
|
MSFT:23.0%;TLT:9.9%;MUB:23.0%;BND:21.1%;XLF:23.0%
|
US:75.1;EU:14.3;APAC:5.9;EM:4.2;Other:0.5
|
Value:-0.2;Growth:-0.3;Quality:+0.1;Size:+0.6;Momentum:+0.1;LowVol:-0.1
| null | 8
| 30
| 4.4
|
trailing 8%
| 136
| 14.7
|
Bear
| 31.1
| 3.32
| 2.7
| 144
| -30
| 34
| 86
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -7
|
BrokerB
|
VWAP
| 98
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 78
| 13
| 78
| 4
| false
|
Increase defensive factor exposure
|
P3127
|
Hands-off
|
Roth
|
USD
|
2024-12-05
| 463,910
| 26,116
| 437,794
| 1
| 57.8
| 16.4
| 16.6
| 9.2
|
XLF:33.3%;AMZN:33.3%;GLD:33.3%
|
US:58.3;EU:12.4;APAC:13.8;EM:10.8;Other:4.8
|
Value:-0.6;Growth:+0.3;Quality:-0.7;Size:-0.2;Momentum:-0.5;LowVol:-0.4
|
ESGOnly
| 7
| 25
| 5.9
|
trailing 10%
| 168
| 19.4
|
Volatile
| 28.7
| 3.74
| 3.6
| 151
| 2
| 46
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 9
| -4
|
BrokerB
|
LMT
| 95
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 77
| -17
| 217
| 4
| false
|
Tighten stops on momentum names
|
P3128
|
Systematic
|
401k
|
USD
|
2025-10-30
| 499,841
| 40,151
| 459,690
| 1
| 65.5
| 23.7
| 4.2
| 6.6
|
HYG:33.3%;AMZN:33.3%;BRK.B:33.3%
|
US:65.1;EU:13.6;APAC:10.3;EM:5.6;Other:5.4
|
Value:+0.9;Growth:+0.5;Quality:-0.8;Size:+0.5;Momentum:0.0;LowVol:-0.5
|
MaxPos6%
| 6
| 35
| 5
|
hard 12%
| 185
| 25
|
Bull
| 14.4
| 4.98
| 3.5
| 73
| 47
| 88
| 40
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 4
| -16
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 26
| -6
| -7
| 5
| false
|
Tax-aware sells next window
|
P3129
|
Active
|
IRA
|
USD
|
2025-03-07
| 1,979,821
| 164,126
| 1,815,695
| 1.16
| 60.9
| 31.8
| 0.9
| 6.4
|
QQQ:22.0%;GLD:22.3%;VOO:17.9%;TSLA:13.2%;MSFT:13.6%;XLF:11.0%
|
US:71.5;EU:15.4;APAC:6.3;EM:3.8;Other:2.9
|
Value:+0.4;Growth:-0.5;Quality:+0.5;Size:+0.6;Momentum:-0.7;LowVol:+0.5
|
MaxPos7%
| 10
| 25
| 4.1
|
hard 12%
| 183
| 28
|
Sideways
| 21.7
| 4.82
| 3.4
| 109
| -10
| 44
| 65
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 30
| 8
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 99
| 3
| 168
| 5
| false
|
Tax-aware sells next window
|
P3130
|
Systematic
|
401k
|
USD
|
2024-09-12
| 1,051,526
| 98,866
| 952,660
| 1
| 56.1
| 34.7
| 0.3
| 8.9
|
MUB:20.9%;IEF:21.7%;BND:28.7%;MSFT:28.7%
|
US:63.1;EU:14.3;APAC:15.0;EM:5.9;Other:1.8
|
Value:+0.9;Growth:+0.8;Quality:-0.2;Size:+0.2;Momentum:+0.3;LowVol:+0.6
|
MaxPos5%
| 10
| 35
| 5
|
trailing 8%
| 180
| 23.5
|
Bull
| 12.7
| 4.32
| 3
| 71
| 113
| 100
| 36
| false
|
Buy
|
Add to core equity +1%
| 21
| -31
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 113
| -30
| 73
| 3
| false
|
Increase defensive factor exposure
|
P3131
|
Cautious
|
Taxable
|
USD
|
2024-08-28
| 214,891
| 23,211
| 191,680
| 1
| 35.7
| 40.8
| 9.1
| 14.4
|
AMZN:33.3%;QQQ:33.3%;BRK.B:33.3%
|
US:68.2;EU:12.9;APAC:9.0;EM:7.4;Other:2.6
|
Value:+0.6;Growth:+0.1;Quality:+0.2;Size:+0.6;Momentum:-0.4;LowVol:+0.3
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 4.2
|
trailing 10%
| 92
| 18.3
|
Bear
| 28.8
| 4.34
| 2.6
| 146
| -1
| 53
| 54
| false
|
Sell
|
Trim extended winner -1%
| 20
| -38
|
BrokerA
|
VWAP
| 88
| null | null |
Normal monitoring
| 66
| -49
| 60
| 5
| false
|
Tighten stops on momentum names
|
P3132
|
Active
|
Trust
|
USD
|
2025-05-08
| 1,649,223
| 120,336
| 1,528,887
| 1
| 68.2
| 19.2
| 3.7
| 8.8
|
MUB:20.9%;MSFT:22.4%;AAPL:22.4%;TLT:22.4%;XLF:12.1%
|
US:64.7;EU:11.4;APAC:11.6;EM:9.6;Other:2.7
|
Value:-0.2;Growth:-0.5;Quality:+0.8;Size:-0.3;Momentum:+0.1;LowVol:-0.8
|
MaxPos8%;NoDerivatives
| 5
| 25
| 4.7
|
hard 12%
| 222
| 18.5
|
Volatile
| 24.8
| 4.79
| 2.4
| 132
| 17
| 72
| 80
| true
|
Rebalance
|
Rebalance back to target bands
| 15
| 15
|
BrokerC
|
VWAP
| 92
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -12
| -55
| 36
| 2
| false
|
Within IPS guidelines
|
P3133
|
Hands-off
|
Roth
|
USD
|
2025-01-18
| 400,255
| 20,742
| 379,513
| 1
| 68.6
| 22.3
| 0
| 9.1
|
VNQ:24.3%;MSFT:18.9%;BND:24.3%;IEF:8.1%;VOO:24.3%
|
US:65.1;EU:10.5;APAC:6.3;EM:13.5;Other:4.6
|
Value:-0.5;Growth:-0.7;Quality:-0.4;Size:+0.7;Momentum:+0.1;LowVol:-0.2
|
ESGOnly;MaxPos5%
| 8
| 25
| 5
|
trailing 10%
| 134
| 18.4
|
Volatile
| 29.9
| 4.82
| 2.5
| 128
| -38
| 25
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| 5
|
BrokerD
|
LMT
| 97
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 93
| 11
| 185
| 3
| false
|
Increase defensive factor exposure
|
P3134
|
Opportunistic
|
401k
|
USD
|
2025-11-29
| 819,163
| 60,196
| 758,967
| 1
| 62.1
| 13.2
| 19
| 5.7
|
XLF:34.6%;BRK.B:30.8%;QQQ:34.6%
|
US:64.1;EU:14.6;APAC:9.2;EM:11.1;Other:1.0
|
Value:+0.7;Growth:0.0;Quality:0.0;Size:-0.8;Momentum:+0.3;LowVol:+0.3
|
MaxPos8%;NoDerivatives
| 10
| 35
| 5.8
|
trailing 9%
| 218
| 30.3
|
Sideways
| 14.3
| 3.57
| 2.1
| 131
| 1
| 51
| 52
| true
|
Rebalance
|
Rebalance back to target bands
| 24
| 7
|
BrokerA
|
VWAP
| 88
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -41
| -46
| -10
| 5
| false
|
Within IPS guidelines
|
P3135
|
Opportunistic
|
Roth
|
USD
|
2025-09-22
| 860,873
| 63,375
| 797,498
| 1
| 68
| 16.7
| 10.7
| 4.6
|
GLD:22.6%;VNQ:22.7%;TLT:9.2%;BND:22.7%;VOO:22.7%
|
US:71.6;EU:10.0;APAC:10.4;EM:4.6;Other:3.4
|
Value:-0.2;Growth:+0.6;Quality:-0.3;Size:-0.7;Momentum:+0.5;LowVol:-0.1
|
MaxPos5%
| 10
| 35
| 6.4
|
trailing 7%
| 207
| 23.9
|
Bear
| 32.7
| 4.08
| 1.2
| 151
| -75
| 5
| 96
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 24
| 9
|
BrokerC
|
MKT
| 100
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 59
| 1
| 166
| 5
| false
|
Within IPS guidelines
|
P3136
|
Active
|
Roth
|
USD
|
2024-08-07
| 858,372
| 63,757
| 794,615
| 1
| 69.6
| 21.3
| 2.2
| 6.8
|
XLF:13.7%;AMZN:24.8%;BRK.B:24.8%;MUB:14.5%;BND:22.2%
|
US:61.1;EU:16.7;APAC:12.3;EM:5.5;Other:4.4
|
Value:+1.0;Growth:-0.4;Quality:-0.7;Size:-0.1;Momentum:-0.6;LowVol:+1.0
| null | 8
| 25
| 4.9
|
trailing 8%
| 150
| 27
|
Bull
| 16.5
| 3.72
| 2.7
| 85
| 76
| 99
| 46
| false
|
Sell
|
Trim extended winner -1%
| -13
| -4
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 113
| -31
| 117
| 4
| false
|
Monitor dispersion and breadth
|
P3137
|
Hands-off
|
Taxable
|
USD
|
2025-11-05
| 768,353
| 33,908
| 734,445
| 1
| 65.1
| 15.1
| 10.9
| 8.8
|
TLT:22.9%;GLD:22.9%;MUB:22.9%;QQQ:20.9%;BND:10.5%
|
US:66.4;EU:12.0;APAC:12.9;EM:6.8;Other:1.9
|
Value:-0.1;Growth:+0.2;Quality:+0.1;Size:-0.1;Momentum:-0.4;LowVol:-0.4
|
ESGOnly;MaxPos7%;NoDerivatives
| 6
| 35
| 4
|
trailing 8%
| 160
| 16.7
|
Bull
| 11.2
| 4.15
| 2
| 99
| 58
| 64
| 43
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 6
| -35
|
BrokerC
|
VWAP
| 88
| null | null |
Normal monitoring
| 101
| -49
| 143
| 3
| false
|
Within IPS guidelines
|
P3138
|
Active
|
IRA
|
USD
|
2024-10-06
| 2,114,104
| 217,199
| 1,896,905
| 1.25
| 66.4
| 27
| 1.4
| 5.2
|
VNQ:23.7%;QQQ:17.9%;GLD:11.2%;MSFT:23.7%;IEF:23.4%
|
US:71.3;EU:12.0;APAC:6.0;EM:9.9;Other:0.8
|
Value:-0.7;Growth:+0.1;Quality:+0.9;Size:-0.3;Momentum:+0.4;LowVol:+0.1
|
NoDerivatives
| 10
| 25
| 4.7
|
trailing 8%
| 154
| 18
|
Bear
| 26.6
| 4.28
| 1.9
| 179
| -14
| 55
| 66
| false
|
Sell
|
Trim extended winner -1%
| 12
| -10
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 19
| 6
| 137
| 5
| false
|
Tighten stops on momentum names
|
P3139
|
Active
|
Trust
|
USD
|
2024-08-21
| 1,255,263
| 118,662
| 1,136,601
| 1
| 68
| 24.7
| 1.5
| 5.8
|
IEF:37.4%;QQQ:25.2%;MSFT:37.4%
|
US:73.3;EU:6.8;APAC:12.5;EM:5.7;Other:1.7
|
Value:-0.8;Growth:-0.8;Quality:-0.6;Size:-0.9;Momentum:+0.8;LowVol:-0.7
|
MaxPos8%
| 5
| 30
| 5.4
|
trailing 9%
| 224
| 22.1
|
Sideways
| 19.5
| 4.54
| 2.6
| 126
| 12
| 49
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| -18
|
BrokerC
|
LMT
| 87
| null | null |
Normal monitoring
| 13
| -28
| 118
| 4
| false
|
Monitor dispersion and breadth
|
P3140
|
Hands-off
|
401k
|
USD
|
2024-11-02
| 206,524
| 19,033
| 187,491
| 1
| 57.6
| 26.1
| 10.8
| 5.5
|
VNQ:16.9%;AMZN:12.7%;VOO:23.1%;BND:14.5%;IEF:9.7%;TSLA:23.1%
|
US:69.7;EU:7.8;APAC:11.0;EM:11.3;Other:0.3
|
Value:-0.8;Growth:-0.6;Quality:+0.4;Size:+0.7;Momentum:+1.0;LowVol:-0.4
|
ESGOnly;MaxPos5%
| 8
| 35
| 3
|
trailing 10%
| 129
| 14.1
|
Bull
| 14.2
| 4.36
| 3.3
| 77
| 41
| 63
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -28
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 72
| -60
| 64
| 3
| false
|
Monitor dispersion and breadth
|
P3141
|
Systematic
|
Roth
|
USD
|
2025-02-27
| 1,210,284
| 60,012
| 1,150,272
| 1
| 58.3
| 27.8
| 6.9
| 7
|
VTI:33.3%;VOO:33.3%;VNQ:33.3%
|
US:78.5;EU:9.0;APAC:7.1;EM:4.5;Other:1.0
|
Value:+0.3;Growth:+0.5;Quality:+0.1;Size:+0.4;Momentum:+0.9;LowVol:-0.3
| null | 8
| 30
| 5.6
|
hard 12%
| 225
| 18
|
Bull
| 17.4
| 3.59
| 2.7
| 72
| 41
| 64
| 51
| false
|
Buy
|
Add to core equity +1%
| 11
| -27
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 57
| -16
| 164
| 3
| false
|
Tax-aware sells next window
|
P3142
|
Hands-off
|
Trust
|
USD
|
2024-09-29
| 873,310
| 67,832
| 805,478
| 1
| 67.7
| 26.8
| 0
| 5.5
|
BND:22.9%;IEF:11.6%;BRK.B:22.9%;TSLA:14.8%;QQQ:16.9%;HYG:10.9%
|
US:61.9;EU:13.6;APAC:16.6;EM:3.8;Other:4.2
|
Value:+0.8;Growth:+0.7;Quality:-0.8;Size:-0.6;Momentum:+0.4;LowVol:-0.8
|
NoDerivatives
| 5
| 25
| 5
|
trailing 8%
| 132
| 19.2
|
Bull
| 17.5
| 4.7
| 3.5
| 114
| 58
| 85
| 55
| false
|
NoAction
|
Within bands; monitor
| 14
| 7
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -4
| -36
| 14
| 4
| false
|
Tighten stops on momentum names
|
P3143
|
Hands-off
|
IRA
|
USD
|
2024-07-28
| 204,346
| 16,653
| 187,693
| 1
| 61.1
| 25.6
| 7.3
| 5.9
|
VTI:35.9%;IEF:35.9%;BRK.B:28.1%
|
US:69.7;EU:17.5;APAC:8.1;EM:4.3;Other:0.4
|
Value:+0.3;Growth:+0.9;Quality:-0.6;Size:+0.1;Momentum:+0.4;LowVol:+0.8
| null | 8
| 30
| 4.3
|
hard 10%
| 165
| 14.6
|
Bear
| 24.1
| 3.57
| 2.5
| 150
| -69
| 5
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 18
| 15
|
BrokerB
|
VWAP
| 88
| null | null |
Normal monitoring
| 100
| 20
| 210
| 5
| false
|
Tighten stops on momentum names
|
P3144
|
Systematic
|
Trust
|
USD
|
2024-07-06
| 1,041,471
| 71,547
| 969,924
| 1
| 57.4
| 33.6
| 0.4
| 8.7
|
GLD:20.3%;VOO:19.3%;VTI:16.5%;HYG:19.5%;AAPL:14.4%;TSLA:10.1%
|
US:63.8;EU:8.7;APAC:12.5;EM:13.5;Other:1.4
|
Value:+0.3;Growth:+0.6;Quality:+0.9;Size:-0.5;Momentum:+0.9;LowVol:0.0
|
NoDerivatives
| 7
| 25
| 5.1
|
trailing 9%
| 194
| 24.4
|
Volatile
| 20.6
| 4.2
| 3.4
| 174
| 57
| 89
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| 14
|
BrokerC
|
VWAP
| 92
| null | null |
Normal monitoring
| 31
| -37
| 162
| 4
| false
|
Tax-aware sells next window
|
P3145
|
Active
|
Taxable
|
USD
|
2025-01-07
| 636,306
| 76,306
| 560,000
| 1
| 51.6
| 18.3
| 20.3
| 9.8
|
XLF:12.4%;VTI:22.3%;VNQ:12.9%;BND:11.2%;VOO:18.9%;QQQ:22.3%
|
US:68.1;EU:15.2;APAC:10.0;EM:5.1;Other:1.7
|
Value:+0.3;Growth:-0.2;Quality:-0.7;Size:+0.7;Momentum:-0.1;LowVol:+0.2
| null | 10
| 30
| 5.7
|
trailing 9%
| 187
| 19.2
|
Bull
| 12
| 4.24
| 3.4
| 74
| 74
| 94
| 27
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 28
| -25
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 74
| 10
| 78
| 3
| false
|
Tax-aware sells next window
|
P3146
|
Active
|
IRA
|
USD
|
2025-03-12
| 2,277,059
| 255,930
| 2,021,129
| 1
| 63.2
| 29.6
| 0
| 7.2
|
TLT:29.3%;BRK.B:35.3%;BND:35.3%
|
US:65.0;EU:9.5;APAC:12.4;EM:11.4;Other:1.8
|
Value:-0.9;Growth:+0.2;Quality:-0.3;Size:+0.2;Momentum:-0.1;LowVol:+0.5
| null | 10
| 30
| 5.7
|
trailing 8%
| 151
| 16.3
|
Sideways
| 14.3
| 4.13
| 3.4
| 135
| -26
| 52
| 36
| false
|
Buy
|
Add to core equity +1%
| 5
| -29
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| -55
| 7
| 70
| 3
| false
|
Within IPS guidelines
|
P3147
|
Active
|
Roth
|
USD
|
2025-07-08
| 988,871
| 91,310
| 897,561
| 1
| 54.6
| 29.7
| 10.1
| 5.6
|
VOO:9.7%;GLD:20.8%;AMZN:12.5%;MSFT:19.3%;BRK.B:20.8%;VTI:16.7%
|
US:68.9;EU:12.3;APAC:13.0;EM:5.6;Other:0.2
|
Value:-0.7;Growth:-0.6;Quality:+0.1;Size:-0.6;Momentum:-0.2;LowVol:-0.9
| null | 8
| 30
| 4.2
|
trailing 8%
| 165
| 17.8
|
Sideways
| 18.8
| 3.85
| 2.3
| 106
| 60
| 87
| 45
| false
|
Buy
|
Add to core equity +1%
| 14
| -13
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| -46
| -58
| -23
| 5
| false
|
Increase defensive factor exposure
|
P3148
|
Cautious
|
IRA
|
USD
|
2024-12-27
| 393,150
| 41,463
| 351,687
| 1
| 44.7
| 34.7
| 6
| 14.6
|
VTI:17.2%;HYG:9.6%;TSLA:19.4%;IEF:14.2%;BRK.B:20.4%;VNQ:19.3%
|
US:59.9;EU:18.7;APAC:13.1;EM:7.9;Other:0.4
|
Value:-0.9;Growth:-0.4;Quality:+0.6;Size:-0.4;Momentum:0.0;LowVol:-0.1
|
NoMargin
| 8
| 25
| 5.6
|
trailing 8%
| 96
| 18.2
|
Volatile
| 31.6
| 5.1
| 2.7
| 163
| 59
| 89
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| -9
| -27
|
BrokerD
|
MKT
| 99
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 27
| 1
| 60
| 4
| true
|
Tighten stops on momentum names
|
P3149
|
Cautious
|
Taxable
|
USD
|
2024-11-24
| 807,379
| 110,617
| 696,762
| 1
| 36.4
| 31.1
| 19.8
| 12.6
|
HYG:23.7%;XLF:13.9%;QQQ:9.4%;AMZN:23.7%;IEF:16.4%;AAPL:12.9%
|
US:69.8;EU:9.6;APAC:12.3;EM:5.5;Other:2.9
|
Value:-0.9;Growth:-0.6;Quality:-0.5;Size:-0.4;Momentum:+0.1;LowVol:-0.8
|
ESGOnly;MaxPos7%;NoMargin
| 10
| 35
| 3.2
|
trailing 8%
| 134
| 17.9
|
Bear
| 31.6
| 3.13
| 1.8
| 200
| -118
| 5
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| 27
| 1
|
BrokerD
|
MKT
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 115
| -55
| 173
| 2
| true
|
Monitor dispersion and breadth
|
P3150
|
Systematic
|
401k
|
USD
|
2024-10-04
| 969,067
| 47,440
| 921,627
| 1
| 60.7
| 32.7
| 0
| 6.6
|
AMZN:16.6%;QQQ:15.4%;VOO:22.4%;XLF:19.5%;AAPL:15.1%;GLD:10.9%
|
US:71.4;EU:7.2;APAC:12.0;EM:5.6;Other:3.9
|
Value:+0.2;Growth:-0.3;Quality:+0.3;Size:-0.7;Momentum:+0.1;LowVol:-0.5
|
NoDerivatives
| 7
| 25
| 5.9
|
trailing 9%
| 151
| 16.1
|
Volatile
| 23.2
| 4.75
| 2.9
| 168
| -57
| 23
| 57
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -24
|
BrokerA
|
LMT
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 105
| -35
| 203
| 2
| false
|
Tax-aware sells next window
|
P3151
|
Opportunistic
|
Trust
|
USD
|
2024-07-17
| 838,752
| 49,965
| 788,787
| 1
| 70
| 19
| 4.8
| 6.2
|
XLF:22.9%;AMZN:25.7%;TLT:25.7%;MSFT:25.7%
|
US:58.5;EU:16.8;APAC:13.5;EM:8.2;Other:3.0
|
Value:-0.1;Growth:-0.0;Quality:-0.5;Size:-0.4;Momentum:+0.3;LowVol:-0.9
| null | 8
| 30
| 6
|
trailing 7%
| 268
| 31.3
|
Volatile
| 29
| 3.89
| 3.4
| 114
| 31
| 60
| 84
| true
|
Hedge
|
Buy index puts 1% notional
| 16
| -10
|
BrokerB
|
MKT
| 88
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 19
| 10
| 108
| 4
| false
|
Within IPS guidelines
|
P3152
|
Cautious
|
Taxable
|
USD
|
2025-02-22
| 553,504
| 64,977
| 488,527
| 1
| 47.2
| 38.6
| 0
| 14.2
|
XLF:19.6%;AAPL:16.0%;BND:16.1%;HYG:11.6%;VTI:15.4%;MSFT:21.3%
|
US:57.8;EU:17.1;APAC:11.7;EM:10.7;Other:2.7
|
Value:-0.8;Growth:-0.7;Quality:+0.7;Size:+0.6;Momentum:-0.7;LowVol:-0.5
|
ESGOnly;NoMargin
| 10
| 35
| 5.2
|
trailing 8%
| 112
| 16.2
|
Bull
| 17.3
| 4.86
| 3.1
| 116
| 64
| 91
| 38
| false
|
Buy
|
Add to core equity +1%
| 5
| -33
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 87
| -38
| 141
| 5
| false
|
Within IPS guidelines
|
P3153
|
Hands-off
|
401k
|
USD
|
2024-10-16
| 474,742
| 47,461
| 427,281
| 1
| 62.9
| 17.5
| 11.6
| 8
|
MUB:28.2%;MSFT:28.2%;VTI:28.2%;XLF:15.3%
|
US:69.2;EU:8.1;APAC:12.8;EM:5.1;Other:4.7
|
Value:+0.9;Growth:-0.4;Quality:+0.3;Size:-0.0;Momentum:-0.4;LowVol:-0.9
| null | 5
| 35
| 4.9
|
trailing 8%
| 146
| 15.7
|
Volatile
| 31.3
| 4.72
| 2.9
| 118
| 75
| 98
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 12
| -39
|
BrokerD
|
MKT
| 100
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 85
| 12
| 160
| 4
| false
|
Monitor dispersion and breadth
|
P3154
|
Opportunistic
|
Taxable
|
USD
|
2025-04-29
| 1,348,041
| 67,843
| 1,280,198
| 1
| 61.5
| 14.6
| 19.4
| 4.5
|
BRK.B:20.0%;QQQ:17.4%;MSFT:23.1%;IEF:23.1%;TSLA:16.5%
|
US:66.9;EU:9.7;APAC:11.3;EM:7.8;Other:4.3
|
Value:+0.2;Growth:+0.7;Quality:+0.7;Size:-0.2;Momentum:-0.5;LowVol:+0.7
| null | 8
| 25
| 4.2
|
trailing 9%
| 246
| 23.7
|
Bear
| 30.5
| 3.25
| 1.8
| 144
| 27
| 58
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| -1
| -27
|
BrokerB
|
MKT
| 96
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -43
| -32
| 83
| 2
| false
|
Within IPS guidelines
|
P3155
|
Cautious
|
IRA
|
USD
|
2024-12-15
| 284,323
| 36,885
| 247,438
| 1
| 37.4
| 39.1
| 11.6
| 12
|
VOO:21.8%;TLT:20.9%;IEF:21.8%;AMZN:21.8%;VTI:13.8%
|
US:67.1;EU:12.3;APAC:9.3;EM:9.9;Other:1.4
|
Value:-0.1;Growth:-0.5;Quality:+0.1;Size:+0.2;Momentum:0.0;LowVol:+1.0
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 25
| 5.4
|
hard 10%
| 156
| 15.2
|
Sideways
| 15
| 3.61
| 2.2
| 106
| 36
| 55
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -38
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| -33
| 11
| -38
| 4
| false
|
Monitor dispersion and breadth
|
P3156
|
Active
|
Trust
|
USD
|
2025-04-08
| 1,260,108
| 89,394
| 1,170,714
| 1.15
| 68.7
| 21.3
| 2.1
| 7.9
|
AMZN:11.2%;QQQ:14.7%;HYG:12.2%;GLD:19.2%;IEF:21.4%;XLF:21.4%
|
US:73.4;EU:7.0;APAC:7.1;EM:10.0;Other:2.5
|
Value:+0.9;Growth:+0.1;Quality:+0.4;Size:+0.5;Momentum:+0.8;LowVol:-0.7
|
NoDerivatives
| 6
| 25
| 4.7
|
hard 12%
| 220
| 23.2
|
Bull
| 12.6
| 4.08
| 2.8
| 96
| 34
| 64
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| 4
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 106
| -41
| 126
| 3
| false
|
Tighten stops on momentum names
|
P3157
|
Hands-off
|
401k
|
USD
|
2025-08-04
| 762,166
| 65,597
| 696,569
| 1
| 68.8
| 23.8
| 1.2
| 6.2
|
TLT:27.9%;HYG:16.3%;QQQ:27.9%;VOO:27.9%
|
US:70.1;EU:9.2;APAC:7.8;EM:10.0;Other:2.9
|
Value:-0.8;Growth:+0.9;Quality:+1.0;Size:-0.8;Momentum:+0.5;LowVol:-0.6
|
ESGOnly
| 7
| 30
| 4.2
|
hard 10%
| 155
| 15.8
|
Bear
| 34
| 3.25
| 3
| 140
| -85
| 7
| 93
| true
|
Hedge
|
Buy index puts 1% notional
| 21
| -29
|
BrokerA
|
MKT
| 86
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 5
| -29
| 19
| 2
| false
|
Within IPS guidelines
|
P3158
|
Opportunistic
|
Roth
|
USD
|
2025-05-04
| 1,235,457
| 94,235
| 1,141,222
| 1.07
| 61.7
| 10.7
| 20.9
| 6.7
|
AAPL:33.3%;TSLA:33.3%;MUB:33.3%
|
US:75.6;EU:5.7;APAC:11.2;EM:6.4;Other:1.0
|
Value:+1.0;Growth:-0.2;Quality:+1.0;Size:-0.4;Momentum:+0.9;LowVol:+0.2
| null | 8
| 25
| 4.1
|
hard 12%
| 266
| 32.5
|
Sideways
| 19.1
| 4.36
| 2.5
| 133
| -26
| 51
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 24
| 5
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| 71
| -33
| 154
| 5
| false
|
Tax-aware sells next window
|
P3159
|
Cautious
|
IRA
|
USD
|
2024-09-24
| 353,351
| 42,336
| 311,015
| 1
| 38.5
| 34.4
| 12.4
| 14.8
|
XLF:27.1%;AAPL:16.3%;IEF:16.0%;TLT:13.6%;QQQ:27.1%
|
US:75.9;EU:7.3;APAC:8.0;EM:5.1;Other:3.7
|
Value:0.0;Growth:+0.8;Quality:+0.9;Size:-0.0;Momentum:+0.8;LowVol:-0.6
|
ESGOnly;MaxPos7%;NoMargin
| 8
| 30
| 3.6
|
trailing 10%
| 93
| 15.2
|
Bull
| 15.6
| 4.63
| 2.9
| 117
| 23
| 64
| 29
| false
|
NoAction
|
Within bands; monitor
| -7
| -1
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 43
| -2
| 20
| 5
| false
|
Monitor dispersion and breadth
|
P3160
|
Opportunistic
|
Taxable
|
USD
|
2024-09-19
| 911,297
| 28,218
| 883,079
| 1
| 72.9
| 11.1
| 9.4
| 6.5
|
VTI:25.5%;XLF:25.5%;MSFT:23.4%;GLD:25.5%
|
US:64.4;EU:9.9;APAC:8.7;EM:11.8;Other:5.2
|
Value:+0.1;Growth:+0.3;Quality:-0.2;Size:-0.0;Momentum:-1.0;LowVol:+0.6
| null | 5
| 35
| 5.7
|
trailing 7%
| 160
| 24
|
Bull
| 14.3
| 4.74
| 3.3
| 86
| 61
| 81
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| -23
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 40
| -58
| 87
| 4
| false
|
Tax-aware sells next window
|
P3161
|
Active
|
Roth
|
USD
|
2024-09-10
| 1,613,970
| 109,463
| 1,504,507
| 1
| 52.8
| 27.2
| 13
| 7.1
|
AAPL:33.3%;VTI:33.3%;IEF:33.3%
|
US:69.3;EU:12.5;APAC:9.3;EM:6.3;Other:2.5
|
Value:-0.2;Growth:+0.3;Quality:+0.7;Size:-0.7;Momentum:0.0;LowVol:-0.9
|
MaxPos8%
| 8
| 35
| 4.1
|
trailing 9%
| 195
| 16.4
|
Sideways
| 21.2
| 4.54
| 2.1
| 97
| -20
| 33
| 46
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 12
| -3
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 40
| 13
| 0
| 5
| false
|
Monitor dispersion and breadth
|
P3162
|
Cautious
|
Trust
|
USD
|
2025-06-25
| 581,313
| 47,078
| 534,235
| 1
| 49.3
| 38.1
| 0
| 12.6
|
MUB:27.0%;AAPL:27.0%;HYG:27.0%;VNQ:19.0%
|
US:66.3;EU:9.4;APAC:11.5;EM:9.2;Other:3.5
|
Value:+0.1;Growth:-0.5;Quality:-0.6;Size:-0.3;Momentum:-0.2;LowVol:-0.4
|
NoMargin
| 10
| 30
| 5
|
trailing 8%
| 151
| 12.7
|
Volatile
| 23.1
| 4.91
| 3.4
| 114
| -24
| 40
| 61
| false
|
Sell
|
Trim extended winner -1%
| 32
| -9
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| -52
| -58
| 3
| 5
| false
|
Within IPS guidelines
|
P3163
|
Systematic
|
Taxable
|
USD
|
2024-11-19
| 692,305
| 57,557
| 634,748
| 1
| 63.7
| 30.5
| 0
| 5.8
|
MUB:21.1%;VNQ:13.4%;BND:19.5%;BRK.B:12.8%;QQQ:21.1%;VOO:12.2%
|
US:75.3;EU:5.4;APAC:7.7;EM:9.7;Other:1.9
|
Value:-0.9;Growth:+0.9;Quality:-0.9;Size:-0.4;Momentum:-0.4;LowVol:+0.7
| null | 7
| 25
| 4.8
|
trailing 9%
| 230
| 19.9
|
Volatile
| 28.3
| 5.12
| 4.3
| 173
| 52
| 88
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 4
| -1
|
BrokerC
|
MKT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -57
| 20
| 23
| 5
| false
|
Tax-aware sells next window
|
P3164
|
Hands-off
|
Roth
|
USD
|
2024-12-12
| 436,961
| 26,346
| 410,615
| 1
| 58.6
| 30
| 5.1
| 6.3
|
AMZN:23.5%;HYG:25.5%;VNQ:25.5%;MUB:25.5%
|
US:72.5;EU:13.8;APAC:6.9;EM:5.2;Other:1.7
|
Value:+0.5;Growth:-0.5;Quality:+0.7;Size:+0.6;Momentum:+1.0;LowVol:+0.6
| null | 5
| 35
| 4.6
|
trailing 8%
| 109
| 16.2
|
Sideways
| 18.8
| 4.38
| 3
| 90
| 2
| 45
| 59
| false
|
Buy
|
Add to core equity +1%
| 5
| -29
|
BrokerB
|
VWAP
| 97
| null | null |
Normal monitoring
| -7
| 18
| 12
| 5
| false
|
Increase defensive factor exposure
|
P3165
|
Systematic
|
IRA
|
USD
|
2024-10-15
| 850,035
| 39,892
| 810,143
| 1
| 58.8
| 32.2
| 0
| 9
|
IEF:33.3%;TSLA:33.3%;VOO:33.3%
|
US:70.4;EU:8.2;APAC:10.3;EM:9.4;Other:1.7
|
Value:+0.2;Growth:-0.0;Quality:-0.4;Size:-0.1;Momentum:-0.8;LowVol:-0.2
| null | 5
| 30
| 4.3
|
trailing 9%
| 174
| 17.5
|
Volatile
| 26.6
| 4.38
| 3.2
| 115
| 38
| 64
| 69
| false
|
Sell
|
Trim extended winner -1%
| 30
| 7
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| 66
| -4
| 147
| 5
| false
|
Tax-aware sells next window
|
P3166
|
Hands-off
|
IRA
|
USD
|
2025-12-20
| 703,648
| 35,940
| 667,708
| 1
| 60.1
| 27.4
| 5.9
| 6.6
|
BND:33.3%;BRK.B:33.3%;MSFT:33.3%
|
US:63.1;EU:10.7;APAC:15.8;EM:9.0;Other:1.5
|
Value:+0.9;Growth:-0.1;Quality:+0.5;Size:+0.8;Momentum:-0.6;LowVol:+0.6
|
ESGOnly
| 5
| 35
| 3.3
|
hard 10%
| 121
| 19.8
|
Sideways
| 18
| 4.01
| 2.8
| 140
| 50
| 76
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 7
| 14
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| -3
| -30
| -40
| 5
| false
|
Within IPS guidelines
|
P3167
|
Active
|
401k
|
USD
|
2025-01-24
| 1,877,061
| 222,650
| 1,654,411
| 1
| 63.9
| 23.2
| 7.5
| 5.4
|
MSFT:22.3%;VNQ:22.3%;TSLA:18.5%;QQQ:22.3%;IEF:14.5%
|
US:65.9;EU:14.7;APAC:8.2;EM:8.8;Other:2.3
|
Value:+0.8;Growth:+0.5;Quality:+0.6;Size:-0.9;Momentum:0.0;LowVol:+0.2
|
NoDerivatives
| 6
| 25
| 5.9
|
trailing 8%
| 159
| 16.7
|
Bear
| 26.9
| 4.17
| 1.2
| 195
| -82
| 6
| 63
| false
|
Buy
|
Add to core equity +1%
| 12
| -9
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| -12
| -51
| 21
| 3
| false
|
Increase defensive factor exposure
|
P3168
|
Active
|
IRA
|
USD
|
2025-12-15
| 811,047
| 69,064
| 741,983
| 1
| 65.8
| 18.9
| 5.9
| 9.4
|
TLT:22.5%;HYG:11.2%;IEF:22.5%;BND:17.4%;AAPL:12.7%;AMZN:13.7%
|
US:66.1;EU:13.5;APAC:11.5;EM:4.9;Other:4.0
|
Value:+0.7;Growth:+0.5;Quality:+0.6;Size:-0.6;Momentum:-0.2;LowVol:+0.4
| null | 5
| 35
| 5.1
|
trailing 8%
| 153
| 17.8
|
Sideways
| 17.2
| 4.77
| 3.2
| 116
| 34
| 75
| 46
| false
|
Sell
|
Trim extended winner -1%
| 25
| -38
|
BrokerA
|
VWAP
| 86
| null | null |
Normal monitoring
| 47
| -7
| 38
| 4
| false
|
Tax-aware sells next window
|
P3169
|
Active
|
IRA
|
USD
|
2025-05-22
| 1,040,615
| 122,919
| 917,696
| 1
| 57.1
| 20.9
| 13.2
| 8.8
|
GLD:33.3%;AAPL:33.3%;VOO:33.3%
|
US:63.4;EU:18.2;APAC:7.6;EM:8.5;Other:2.4
|
Value:+0.9;Growth:+0.6;Quality:-0.7;Size:+0.3;Momentum:-0.5;LowVol:+0.6
|
MaxPos6%
| 8
| 35
| 4.3
|
trailing 9%
| 171
| 25
|
Sideways
| 15.9
| 3.67
| 2.9
| 116
| 6
| 58
| 40
| false
|
Buy
|
Add to core equity +1%
| 28
| -2
|
BrokerD
|
LMT
| 87
| null | null |
Normal monitoring
| -32
| -32
| 78
| 4
| false
|
Within IPS guidelines
|
P3170
|
Hands-off
|
Taxable
|
USD
|
2025-08-26
| 838,461
| 53,433
| 785,028
| 1
| 59
| 25.5
| 9.6
| 5.9
|
MSFT:11.2%;BND:21.7%;VTI:12.2%;BRK.B:11.6%;VNQ:21.7%;XLF:21.7%
|
US:66.7;EU:10.1;APAC:15.9;EM:5.8;Other:1.4
|
Value:-0.7;Growth:+0.2;Quality:0.0;Size:-0.6;Momentum:-0.5;LowVol:-0.7
|
ESGOnly;MaxPos6%
| 10
| 30
| 4.4
|
trailing 10%
| 114
| 19.1
|
Sideways
| 18.1
| 4.42
| 3.4
| 138
| 11
| 47
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -14
| -21
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| -27
| -31
| 43
| 3
| false
|
Within IPS guidelines
|
P3171
|
Cautious
|
Trust
|
USD
|
2025-10-18
| 474,946
| 41,102
| 433,844
| 1
| 37
| 34.9
| 12.9
| 15.3
|
XLF:25.0%;MUB:25.0%;MSFT:25.0%;TSLA:25.0%
|
US:66.7;EU:13.7;APAC:12.4;EM:5.3;Other:1.9
|
Value:-0.4;Growth:+0.3;Quality:+0.6;Size:+0.7;Momentum:-0.5;LowVol:-0.4
|
NoDerivatives;NoMargin
| 6
| 30
| 3.7
|
hard 10%
| 91
| 14.2
|
Sideways
| 17.9
| 4.85
| 3.2
| 138
| -17
| 44
| 44
| true
|
Rebalance
|
Rebalance back to target bands
| 25
| -27
|
BrokerC
|
LMT
| 89
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -49
| -54
| -74
| 2
| false
|
Tax-aware sells next window
|
P3172
|
Systematic
|
Trust
|
USD
|
2025-08-30
| 552,428
| 32,808
| 519,620
| 1
| 61.9
| 21.7
| 7.2
| 9.3
|
IEF:21.5%;TSLA:6.6%;VTI:14.9%;BRK.B:21.5%;AMZN:21.5%;MSFT:14.1%
|
US:61.9;EU:15.6;APAC:13.1;EM:7.1;Other:2.4
|
Value:+0.4;Growth:-0.1;Quality:+0.1;Size:+0.7;Momentum:+0.1;LowVol:-0.2
|
MaxPos5%
| 5
| 25
| 5.6
|
hard 12%
| 128
| 19
|
Bear
| 30.8
| 4.33
| 2.8
| 168
| -16
| 34
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| 8
|
BrokerA
|
MKT
| 86
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -4
| -22
| -39
| 4
| false
|
Tighten stops on momentum names
|
P3173
|
Opportunistic
|
Trust
|
USD
|
2025-08-22
| 503,019
| 19,288
| 483,731
| 1
| 62.4
| 19.4
| 11.9
| 6.3
|
AMZN:22.0%;MSFT:26.6%;AAPL:26.6%;XLF:24.7%
|
US:63.4;EU:9.1;APAC:12.4;EM:10.8;Other:4.3
|
Value:+0.5;Growth:+0.9;Quality:+0.2;Size:-0.1;Momentum:+0.8;LowVol:+0.7
|
MaxPos5%
| 8
| 25
| 4.1
|
trailing 7%
| 180
| 23.8
|
Volatile
| 24.5
| 3.94
| 2.1
| 124
| 32
| 78
| 65
| false
|
Buy
|
Add to core equity +1%
| 2
| -16
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 64
| -50
| 204
| 4
| false
|
Within IPS guidelines
|
P3174
|
Hands-off
|
IRA
|
USD
|
2025-02-15
| 455,726
| 19,343
| 436,383
| 1
| 59.7
| 29.8
| 2.9
| 7.6
|
QQQ:24.7%;TLT:10.7%;GLD:24.7%;AAPL:15.1%;XLF:24.7%
|
US:67.0;EU:11.0;APAC:9.6;EM:8.1;Other:4.4
|
Value:+0.8;Growth:-0.9;Quality:+0.5;Size:-0.0;Momentum:0.0;LowVol:+0.4
| null | 10
| 35
| 3.3
|
trailing 8%
| 96
| 17
|
Volatile
| 23.4
| 4.24
| 2.7
| 169
| -45
| 13
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| -12
| -23
|
BrokerD
|
LMT
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 58
| -25
| 196
| 4
| false
|
Monitor dispersion and breadth
|
P3175
|
Cautious
|
Roth
|
USD
|
2024-09-19
| 545,322
| 57,935
| 487,387
| 1
| 46.1
| 41.3
| 0
| 12.7
|
TLT:16.2%;QQQ:23.9%;VOO:16.9%;MUB:19.2%;TSLA:23.9%
|
US:68.9;EU:11.0;APAC:11.0;EM:8.6;Other:0.5
|
Value:-0.7;Growth:-0.4;Quality:+0.4;Size:-0.1;Momentum:+1.0;LowVol:+0.7
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 35
| 3.9
|
trailing 10%
| 160
| 12.4
|
Bull
| 15
| 4.25
| 3
| 109
| 41
| 61
| 38
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| -28
|
BrokerA
|
VWAP
| 94
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -44
| -2
| 85
| 2
| false
|
Increase defensive factor exposure
|
P3176
|
Cautious
|
Trust
|
USD
|
2025-09-15
| 260,155
| 37,826
| 222,329
| 1
| 35.9
| 44.4
| 8.5
| 11.3
|
VOO:13.4%;MSFT:20.7%;TSLA:14.0%;QQQ:20.7%;HYG:10.6%;IEF:20.7%
|
US:70.7;EU:6.5;APAC:11.6;EM:8.3;Other:2.9
|
Value:+0.6;Growth:+0.1;Quality:-0.8;Size:+0.1;Momentum:-0.8;LowVol:-0.1
|
ESGOnly;MaxPos8%;NoMargin
| 10
| 35
| 6
|
trailing 10%
| 157
| 12.1
|
Bull
| 12.6
| 4.63
| 2.7
| 120
| 18
| 46
| 27
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 23
| -10
|
BrokerC
|
VWAP
| 97
| null | null |
Normal monitoring
| 78
| 10
| 70
| 5
| false
|
Tighten stops on momentum names
|
P3177
|
Active
|
Roth
|
USD
|
2025-08-08
| 2,196,288
| 144,988
| 2,051,300
| 1
| 59.3
| 18
| 16
| 6.7
|
VNQ:18.6%;QQQ:22.3%;HYG:15.9%;XLF:22.3%;TSLA:20.9%
|
US:60.5;EU:20.2;APAC:5.9;EM:8.8;Other:4.7
|
Value:-0.9;Growth:-0.5;Quality:-0.3;Size:-0.2;Momentum:-0.4;LowVol:+1.0
|
NoDerivatives
| 7
| 30
| 4.3
|
hard 12%
| 158
| 27.8
|
Sideways
| 18.2
| 4.79
| 3.1
| 111
| -8
| 41
| 53
| false
|
Buy
|
Add to core equity +1%
| -4
| -17
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| 31
| -51
| -2
| 3
| false
|
Within IPS guidelines
|
P3178
|
Cautious
|
401k
|
USD
|
2025-05-09
| 883,920
| 96,390
| 787,530
| 1
| 47.5
| 35.4
| 0
| 17.1
|
HYG:33.3%;VNQ:33.3%;BND:33.3%
|
US:67.5;EU:12.7;APAC:10.7;EM:5.5;Other:3.6
|
Value:-0.0;Growth:-0.5;Quality:+0.9;Size:+0.8;Momentum:-0.3;LowVol:+0.7
|
ESGOnly;MaxPos6%;NoMargin
| 7
| 35
| 5.4
|
hard 10%
| 107
| 16.3
|
Sideways
| 18.4
| 4.87
| 2.1
| 95
| 19
| 60
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| -33
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| -45
| -58
| 25
| 5
| false
|
Tax-aware sells next window
|
P3179
|
Active
|
Trust
|
USD
|
2025-04-27
| 1,221,566
| 85,999
| 1,135,567
| 1.09
| 55.4
| 30.7
| 7.2
| 6.7
|
IEF:22.5%;VTI:17.6%;MSFT:22.5%;VOO:19.7%;VNQ:17.8%
|
US:65.6;EU:16.4;APAC:12.8;EM:4.6;Other:0.6
|
Value:-0.1;Growth:+0.8;Quality:+0.3;Size:+0.7;Momentum:+0.1;LowVol:+0.7
| null | 7
| 30
| 4.7
|
trailing 8%
| 210
| 20.5
|
Bull
| 11.9
| 3.63
| 3.1
| 75
| 34
| 82
| 42
| false
|
Buy
|
Add to core equity +1%
| 19
| -3
|
BrokerC
|
LMT
| 93
| null | null |
Normal monitoring
| 62
| -18
| 183
| 5
| false
|
Increase defensive factor exposure
|
P3180
|
Systematic
|
Roth
|
USD
|
2025-11-15
| 1,526,459
| 81,517
| 1,444,942
| 1
| 63.4
| 28.2
| 2.8
| 5.5
|
VTI:19.9%;QQQ:14.5%;VOO:21.3%;BND:14.0%;AAPL:21.3%;XLF:9.1%
|
US:70.7;EU:10.5;APAC:7.2;EM:11.6;Other:0.0
|
Value:+0.7;Growth:-0.2;Quality:-0.3;Size:+0.1;Momentum:+0.7;LowVol:-0.3
|
MaxPos8%
| 7
| 25
| 5.8
|
trailing 9%
| 164
| 23.5
|
Bull
| 14.3
| 4.03
| 3.4
| 109
| 116
| 100
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -33
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| -8
| -43
| -3
| 3
| false
|
Increase defensive factor exposure
|
P3181
|
Active
|
Taxable
|
USD
|
2024-10-04
| 1,046,901
| 77,222
| 969,679
| 1
| 53.2
| 31
| 6.1
| 9.7
|
VOO:25.7%;XLF:11.9%;HYG:23.2%;VNQ:13.6%;AMZN:25.7%
|
US:62.0;EU:14.4;APAC:8.0;EM:12.8;Other:2.9
|
Value:-0.9;Growth:+0.5;Quality:-0.8;Size:-0.4;Momentum:+0.9;LowVol:+0.1
|
MaxPos6%
| 7
| 25
| 5.7
|
trailing 9%
| 171
| 26.7
|
Volatile
| 24.1
| 4.72
| 3
| 123
| 50
| 82
| 54
| false
|
Buy
|
Add to core equity +1%
| 31
| -11
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| 105
| -34
| 192
| 5
| false
|
Monitor dispersion and breadth
|
P3182
|
Systematic
|
IRA
|
USD
|
2025-03-11
| 427,117
| 19,664
| 407,453
| 1
| 65.6
| 22.8
| 2.7
| 8.9
|
MSFT:33.3%;AAPL:33.3%;HYG:33.3%
|
US:64.3;EU:9.2;APAC:16.3;EM:5.3;Other:4.8
|
Value:+0.2;Growth:-0.6;Quality:+0.8;Size:-0.6;Momentum:-0.3;LowVol:-0.4
| null | 8
| 30
| 4.7
|
trailing 8%
| 141
| 25.8
|
Volatile
| 25
| 3.94
| 3.5
| 144
| -17
| 54
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -15
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 29
| -28
| 55
| 5
| false
|
Tighten stops on momentum names
|
P3183
|
Cautious
|
401k
|
USD
|
2025-11-11
| 325,204
| 45,480
| 279,724
| 1
| 39.4
| 41.9
| 2.8
| 15.8
|
TSLA:33.3%;HYG:33.3%;MUB:33.3%
|
US:73.6;EU:14.4;APAC:5.9;EM:4.6;Other:1.6
|
Value:-0.0;Growth:-0.9;Quality:+0.3;Size:-0.6;Momentum:-0.0;LowVol:-0.6
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 7
| 35
| 5.9
|
trailing 10%
| 168
| 13.4
|
Volatile
| 26.3
| 3.52
| 4.4
| 115
| -16
| 35
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -12
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| -50
| -38
| 64
| 3
| false
|
Tax-aware sells next window
|
P3184
|
Hands-off
|
Taxable
|
USD
|
2025-02-15
| 667,255
| 40,832
| 626,423
| 1
| 70.3
| 15.2
| 8.2
| 6.3
|
VOO:22.8%;TLT:16.8%;QQQ:22.8%;VTI:14.7%;HYG:22.8%
|
US:68.6;EU:14.1;APAC:9.3;EM:3.8;Other:4.2
|
Value:-0.7;Growth:+1.0;Quality:+0.8;Size:+0.4;Momentum:+0.6;LowVol:-0.9
|
ESGOnly;MaxPos7%
| 5
| 35
| 5.5
|
hard 10%
| 121
| 15.7
|
Bear
| 33.2
| 3.46
| 1.3
| 179
| -42
| 35
| 92
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -9
| -30
|
BrokerB
|
MKT
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 67
| 1
| 104
| 3
| false
|
Tax-aware sells next window
|
P3185
|
Cautious
|
Roth
|
USD
|
2024-07-22
| 209,742
| 32,454
| 177,288
| 1
| 45
| 32.7
| 9.7
| 12.6
|
XLF:22.1%;VOO:27.1%;VNQ:23.8%;AMZN:27.1%
|
US:61.0;EU:17.1;APAC:10.5;EM:8.8;Other:2.6
|
Value:-0.3;Growth:-0.9;Quality:-0.1;Size:-0.5;Momentum:+0.2;LowVol:-0.5
|
ESGOnly;MaxPos5%;NoMargin
| 8
| 30
| 4.5
|
hard 10%
| 168
| 18.2
|
Bear
| 25.2
| 4.47
| 2.3
| 153
| 3
| 59
| 53
| false
|
NoAction
|
Within bands; monitor
| 22
| -19
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 6
| 6
| 123
| 4
| false
|
Tax-aware sells next window
|
P3186
|
Hands-off
|
Roth
|
USD
|
2024-07-08
| 222,355
| 18,530
| 203,825
| 1
| 66.6
| 22.2
| 4.7
| 6.5
|
GLD:23.8%;TLT:26.1%;BRK.B:23.9%;MUB:26.1%
|
US:67.5;EU:10.9;APAC:12.4;EM:5.7;Other:3.4
|
Value:+0.7;Growth:-0.8;Quality:+0.7;Size:-0.7;Momentum:-0.0;LowVol:-0.9
|
ESGOnly
| 7
| 30
| 3.9
|
hard 10%
| 129
| 15.6
|
Sideways
| 17.6
| 4.24
| 3.3
| 119
| -4
| 62
| 62
| false
|
Sell
|
Trim extended winner -1%
| -5
| 15
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| 104
| -32
| 242
| 4
| false
|
Within IPS guidelines
|
P3187
|
Opportunistic
|
401k
|
USD
|
2025-09-08
| 994,418
| 32,392
| 962,026
| 1
| 61.1
| 14.6
| 19.8
| 4.5
|
MUB:33.3%;VOO:33.3%;BRK.B:33.3%
|
US:57.3;EU:16.6;APAC:11.0;EM:11.0;Other:4.1
|
Value:0.0;Growth:+0.4;Quality:-0.5;Size:-0.5;Momentum:-0.6;LowVol:-0.2
| null | 8
| 35
| 5.5
|
trailing 7%
| 221
| 29.3
|
Bear
| 34.7
| 3.89
| 2.2
| 203
| -115
| 5
| 89
| true
|
Hedge
|
Buy index puts 1% notional
| -12
| -15
|
BrokerA
|
MKT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 86
| -20
| 226
| 2
| false
|
Increase defensive factor exposure
|
P3188
|
Hands-off
|
Taxable
|
USD
|
2024-11-11
| 587,704
| 53,847
| 533,857
| 1
| 66.2
| 28.3
| 0
| 5.5
|
TSLA:15.0%;VTI:17.2%;GLD:11.9%;BRK.B:20.1%;BND:19.8%;MUB:16.0%
|
US:63.3;EU:7.6;APAC:11.2;EM:14.3;Other:3.6
|
Value:-0.5;Growth:+0.6;Quality:+0.3;Size:-0.9;Momentum:-0.5;LowVol:-0.3
| null | 7
| 35
| 4.1
|
hard 10%
| 150
| 13.4
|
Bear
| 31
| 3.8
| 1.3
| 174
| -45
| 25
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 35
| -38
|
BrokerA
|
VWAP
| 87
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 73
| 6
| 152
| 2
| false
|
Tax-aware sells next window
|
P3189
|
Active
|
Taxable
|
USD
|
2025-07-07
| 2,229,472
| 180,936
| 2,048,536
| 1.18
| 69.7
| 21.3
| 1.1
| 7.9
|
TLT:25.0%;MSFT:25.0%;XLF:25.0%;AAPL:25.0%
|
US:70.9;EU:6.4;APAC:12.2;EM:9.3;Other:1.3
|
Value:+0.1;Growth:0.0;Quality:-0.6;Size:+0.1;Momentum:-0.7;LowVol:-0.1
| null | 5
| 30
| 5
|
trailing 9%
| 189
| 20.3
|
Volatile
| 21.5
| 5.22
| 2.3
| 127
| 79
| 80
| 63
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 25
| -28
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| -47
| -3
| -72
| 3
| false
|
Monitor dispersion and breadth
|
P3190
|
Systematic
|
Taxable
|
USD
|
2024-12-15
| 1,310,343
| 100,746
| 1,209,597
| 1
| 55.9
| 29.1
| 10
| 5.1
|
BND:20.1%;BRK.B:14.1%;TSLA:14.7%;AMZN:14.8%;IEF:14.2%;GLD:22.0%
|
US:64.3;EU:14.7;APAC:11.2;EM:9.2;Other:0.5
|
Value:-1.0;Growth:-0.9;Quality:-0.2;Size:+0.8;Momentum:-0.2;LowVol:+0.8
|
MaxPos7%
| 6
| 30
| 4.2
|
trailing 9%
| 121
| 20.2
|
Volatile
| 29.2
| 4.39
| 4
| 167
| 4
| 53
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -12
| -3
|
BrokerD
|
LMT
| 96
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 113
| -56
| 189
| 2
| false
|
Increase defensive factor exposure
|
P3191
|
Cautious
|
401k
|
USD
|
2025-02-04
| 254,768
| 31,203
| 223,565
| 1
| 41.1
| 35.1
| 8
| 15.8
|
AAPL:25.0%;QQQ:25.0%;MSFT:25.0%;XLF:25.0%
|
US:63.7;EU:8.4;APAC:16.9;EM:9.2;Other:1.8
|
Value:-0.6;Growth:-0.1;Quality:-0.9;Size:+0.8;Momentum:0.0;LowVol:-0.8
|
MaxPos7%;NoMargin
| 6
| 25
| 4.4
|
trailing 8%
| 150
| 15.9
|
Bull
| 16.8
| 3.85
| 2.7
| 90
| 65
| 67
| 30
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 31
| -27
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 26
| -12
| -14
| 5
| false
|
Within IPS guidelines
|
P3192
|
Opportunistic
|
Trust
|
USD
|
2024-10-29
| 959,924
| 59,333
| 900,591
| 1
| 70.6
| 16.2
| 8.1
| 5.1
|
AAPL:33.3%;GLD:33.3%;QQQ:33.3%
|
US:56.1;EU:15.2;APAC:15.3;EM:10.1;Other:3.3
|
Value:-0.5;Growth:-0.9;Quality:-0.9;Size:+0.5;Momentum:-0.2;LowVol:+0.4
| null | 5
| 25
| 6.8
|
trailing 7%
| 196
| 23.3
|
Bear
| 29.4
| 3.08
| 2.3
| 160
| 12
| 64
| 81
| true
|
Rebalance
|
Rebalance back to target bands
| 29
| 2
|
BrokerA
|
MKT
| 85
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 116
| -4
| 79
| 2
| false
|
Tax-aware sells next window
|
P3193
|
Cautious
|
Roth
|
USD
|
2025-04-11
| 846,666
| 101,410
| 745,256
| 1
| 41
| 33.8
| 15
| 10.2
|
MUB:33.3%;VOO:33.3%;BND:33.3%
|
US:70.1;EU:15.5;APAC:7.9;EM:3.0;Other:3.4
|
Value:-1.0;Growth:-0.1;Quality:-0.1;Size:-0.1;Momentum:-0.6;LowVol:+0.3
|
MaxPos8%;NoMargin
| 5
| 35
| 3.6
|
hard 10%
| 121
| 18.1
|
Volatile
| 28.1
| 5.39
| 3.5
| 159
| -58
| 36
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| -9
|
BrokerB
|
VWAP
| 90
| null | null |
Normal monitoring
| -25
| -14
| -60
| 4
| false
|
Monitor dispersion and breadth
|
P3194
|
Active
|
Roth
|
USD
|
2024-11-14
| 2,288,018
| 223,892
| 2,064,126
| 1
| 51.2
| 24.6
| 14.7
| 9.4
|
BRK.B:11.5%;MUB:14.5%;VOO:19.6%;XLF:15.7%;TLT:20.2%;TSLA:18.6%
|
US:64.3;EU:16.5;APAC:9.8;EM:5.8;Other:3.6
|
Value:-0.5;Growth:+0.7;Quality:-0.8;Size:-0.3;Momentum:+0.1;LowVol:+0.5
|
NoDerivatives
| 6
| 35
| 4.4
|
trailing 9%
| 136
| 26.9
|
Sideways
| 18.3
| 4.6
| 3
| 103
| 18
| 53
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| 8
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| -29
| -41
| -27
| 3
| false
|
Increase defensive factor exposure
|
P3195
|
Opportunistic
|
Trust
|
USD
|
2025-12-10
| 1,146,116
| 41,883
| 1,104,233
| 1
| 66.6
| 19.1
| 9.6
| 4.7
|
VNQ:17.6%;TSLA:19.0%;BRK.B:21.3%;GLD:10.0%;TLT:21.3%;IEF:10.8%
|
US:70.1;EU:12.0;APAC:7.6;EM:9.4;Other:1.0
|
Value:-0.6;Growth:-0.2;Quality:+0.7;Size:-0.4;Momentum:-0.3;LowVol:0.0
|
MaxPos6%;NoDerivatives
| 5
| 30
| 5
|
trailing 7%
| 197
| 25.5
|
Volatile
| 21.5
| 5.3
| 2.9
| 143
| 24
| 47
| 66
| false
|
Buy
|
Add to core equity +1%
| -8
| 4
|
BrokerA
|
MKT
| 96
| null | null |
Normal monitoring
| 68
| 16
| 163
| 4
| false
|
Tax-aware sells next window
|
P3196
|
Active
|
Roth
|
USD
|
2025-06-02
| 501,255
| 45,261
| 455,994
| 1
| 64.9
| 25.4
| 4
| 5.7
|
VOO:24.9%;TSLA:25.0%;QQQ:25.0%;MSFT:25.0%
|
US:76.1;EU:8.8;APAC:8.5;EM:4.6;Other:2.0
|
Value:+0.1;Growth:+0.7;Quality:-0.1;Size:-0.8;Momentum:+0.1;LowVol:-0.7
|
NoDerivatives
| 7
| 30
| 5.9
|
hard 12%
| 174
| 16.6
|
Sideways
| 20.5
| 4.39
| 3.3
| 111
| 34
| 78
| 68
| false
|
Buy
|
Add to core equity +1%
| 4
| -1
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| -2
| -60
| 18
| 4
| false
|
Increase defensive factor exposure
|
P3197
|
Active
|
401k
|
USD
|
2024-10-26
| 1,625,769
| 170,348
| 1,455,421
| 1
| 55.1
| 29.9
| 6.9
| 8.1
|
MUB:35.3%;VNQ:29.5%;XLF:35.3%
|
US:67.8;EU:6.5;APAC:13.7;EM:7.9;Other:4.1
|
Value:+0.7;Growth:-0.6;Quality:-0.3;Size:+0.3;Momentum:-0.6;LowVol:-0.3
|
MaxPos6%;NoDerivatives
| 8
| 25
| 4.7
|
trailing 8%
| 201
| 23.4
|
Sideways
| 21.6
| 4
| 2
| 131
| 13
| 69
| 56
| false
|
Buy
|
Add to core equity +1%
| 15
| 9
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 104
| 5
| 183
| 5
| false
|
Tax-aware sells next window
|
P3198
|
Cautious
|
Trust
|
USD
|
2024-12-07
| 313,581
| 47,597
| 265,984
| 1
| 47.9
| 34
| 6.8
| 11.4
|
TSLA:25.3%;VOO:21.7%;MUB:26.5%;HYG:26.5%
|
US:66.3;EU:15.0;APAC:11.6;EM:5.7;Other:1.3
|
Value:+0.4;Growth:-1.0;Quality:+0.4;Size:-0.5;Momentum:-0.3;LowVol:+0.9
|
NoMargin
| 10
| 35
| 4.9
|
trailing 10%
| 130
| 18
|
Volatile
| 29.7
| 3.56
| 3.3
| 132
| -31
| 35
| 61
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| 14
|
BrokerB
|
MKT
| 96
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -2
| -42
| 14
| 5
| false
|
Tax-aware sells next window
|
P3199
|
Systematic
|
Roth
|
USD
|
2025-06-25
| 418,486
| 19,411
| 399,075
| 1
| 66.4
| 27.7
| 0
| 5.9
|
VOO:23.3%;TSLA:18.0%;GLD:23.3%;AMZN:23.3%;QQQ:12.3%
|
US:68.5;EU:10.5;APAC:11.4;EM:6.2;Other:3.4
|
Value:+0.2;Growth:-0.7;Quality:-0.6;Size:+0.3;Momentum:+0.5;LowVol:+0.5
|
MaxPos7%;NoDerivatives
| 5
| 30
| 5.4
|
trailing 8%
| 225
| 18.5
|
Volatile
| 26.2
| 4.02
| 3.3
| 170
| 15
| 61
| 62
| true
|
Rebalance
|
Rebalance back to target bands
| 0
| -17
|
BrokerB
|
LMT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 111
| -44
| 143
| 2
| false
|
Increase defensive factor exposure
|
P3200
|
Hands-off
|
IRA
|
USD
|
2024-11-11
| 563,277
| 23,321
| 539,956
| 1
| 61
| 24.3
| 7.3
| 7.5
|
IEF:14.7%;GLD:28.4%;HYG:28.4%;QQQ:28.4%
|
US:69.2;EU:14.8;APAC:5.7;EM:7.7;Other:2.5
|
Value:+0.9;Growth:+0.4;Quality:-0.9;Size:-0.6;Momentum:-0.0;LowVol:-0.3
|
MaxPos5%;NoDerivatives
| 6
| 30
| 5.1
|
trailing 8%
| 119
| 18.6
|
Volatile
| 30.2
| 3.55
| 4.2
| 120
| 54
| 70
| 85
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 15
| -24
|
BrokerC
|
MKT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -29
| 7
| -50
| 3
| false
|
Tax-aware sells next window
|
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