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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P6301
|
Cautious
|
Roth
|
USD
|
2024-07-17
| 541,984
| 61,582
| 480,402
| 1
| 51
| 31.2
| 5
| 12.8
|
MUB:28.0%;GLD:28.0%;AAPL:16.0%;XLF:28.0%
|
US:74.5;EU:8.1;APAC:9.3;EM:5.7;Other:2.3
|
Value:+1.0;Growth:-0.6;Quality:+0.4;Size:-0.9;Momentum:+0.4;LowVol:-0.1
|
NoMargin
| 10
| 35
| 4.6
|
trailing 10%
| 168
| 17.1
|
Volatile
| 24.1
| 4.84
| 2.7
| 116
| 57
| 93
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 2
| -16
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 19
| 1
| 20
| 3
| false
|
Monitor dispersion and breadth
|
P6302
|
Cautious
|
IRA
|
USD
|
2025-09-05
| 761,449
| 102,420
| 659,029
| 1
| 51.7
| 34.4
| 1.3
| 12.6
|
VNQ:13.9%;IEF:12.8%;AMZN:24.9%;QQQ:23.6%;TSLA:24.9%
|
US:67.7;EU:9.6;APAC:11.4;EM:8.1;Other:3.2
|
Value:-0.0;Growth:+0.5;Quality:-0.3;Size:+0.6;Momentum:+0.6;LowVol:+0.9
|
ESGOnly;MaxPos5%;NoDerivatives;NoMargin
| 7
| 25
| 5.2
|
hard 10%
| 126
| 15.8
|
Volatile
| 21.3
| 4.72
| 4
| 115
| 13
| 43
| 62
| true
|
Rebalance
|
Rebalance back to target bands
| 33
| -11
|
BrokerD
|
MKT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 63
| -48
| 171
| 4
| false
|
Increase defensive factor exposure
|
P6303
|
Hands-off
|
IRA
|
USD
|
2025-01-27
| 744,391
| 48,751
| 695,640
| 1
| 59.1
| 26.2
| 6.8
| 7.9
|
IEF:22.4%;TSLA:22.4%;AAPL:10.3%;MUB:22.4%;AMZN:22.4%
|
US:70.3;EU:9.8;APAC:10.4;EM:5.9;Other:3.5
|
Value:-0.9;Growth:+0.4;Quality:+0.2;Size:-0.3;Momentum:-0.4;LowVol:+1.0
|
MaxPos7%
| 6
| 25
| 5.2
|
trailing 8%
| 124
| 12.7
|
Bull
| 14
| 3.69
| 2.5
| 85
| 2
| 60
| 33
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| 1
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| 99
| -23
| 85
| 3
| false
|
Increase defensive factor exposure
|
P6304
|
Systematic
|
IRA
|
USD
|
2025-02-25
| 662,129
| 43,167
| 618,962
| 1
| 57.3
| 20.4
| 14
| 8.4
|
BND:33.3%;BRK.B:33.3%;XLF:33.3%
|
US:62.1;EU:7.9;APAC:16.7;EM:10.2;Other:3.3
|
Value:+0.1;Growth:+0.1;Quality:-0.6;Size:+1.0;Momentum:-0.9;LowVol:-0.7
|
NoDerivatives
| 7
| 25
| 4.5
|
trailing 8%
| 180
| 24.5
|
Bull
| 17
| 4.5
| 2.2
| 108
| 13
| 70
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -13
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| -6
| -47
| -22
| 4
| false
|
Monitor dispersion and breadth
|
P6305
|
Cautious
|
401k
|
USD
|
2024-10-10
| 531,723
| 73,126
| 458,597
| 1
| 37.2
| 39.5
| 7.1
| 16.1
|
QQQ:33.3%;GLD:33.3%;TSLA:33.3%
|
US:68.1;EU:14.9;APAC:5.2;EM:8.5;Other:3.4
|
Value:+0.8;Growth:+0.4;Quality:-0.6;Size:-0.1;Momentum:0.0;LowVol:+0.2
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 10
| 30
| 5.1
|
hard 10%
| 139
| 14.1
|
Sideways
| 19.4
| 4.67
| 2.9
| 122
| 24
| 67
| 42
| false
|
NoAction
|
Within bands; monitor
| 16
| -16
|
BrokerA
|
LMT
| 90
| null | null |
Normal monitoring
| -23
| 6
| 79
| 3
| false
|
Tax-aware sells next window
|
P6306
|
Cautious
|
Trust
|
USD
|
2025-11-09
| 677,472
| 102,311
| 575,161
| 1
| 54.3
| 32.4
| 0
| 13.4
|
TLT:23.2%;VTI:23.2%;IEF:20.1%;XLF:10.4%;BRK.B:23.2%
|
US:65.4;EU:16.7;APAC:6.0;EM:9.8;Other:2.0
|
Value:-0.6;Growth:-0.8;Quality:-0.1;Size:+0.1;Momentum:+0.8;LowVol:+1.0
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 30
| 3
|
trailing 8%
| 100
| 13.4
|
Sideways
| 16.6
| 3.53
| 3.3
| 120
| 47
| 83
| 55
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -1
|
BrokerC
|
VWAP
| 90
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -47
| -1
| 93
| 4
| true
|
Monitor dispersion and breadth
|
P6307
|
Opportunistic
|
Taxable
|
USD
|
2024-08-17
| 1,354,181
| 95,040
| 1,259,141
| 1
| 66.1
| 20.2
| 8
| 5.7
|
VNQ:17.4%;AMZN:25.6%;TLT:25.6%;MSFT:17.5%;VOO:14.0%
|
US:60.9;EU:16.6;APAC:14.4;EM:7.1;Other:0.9
|
Value:-0.9;Growth:-0.9;Quality:-0.0;Size:-0.9;Momentum:+0.2;LowVol:-0.8
| null | 6
| 30
| 4.1
|
hard 12%
| 206
| 33.3
|
Bear
| 25.4
| 3.36
| 1.7
| 143
| 15
| 70
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -15
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 6
| -31
| 140
| 4
| false
|
Monitor dispersion and breadth
|
P6308
|
Hands-off
|
Roth
|
USD
|
2024-08-24
| 450,271
| 44,053
| 406,218
| 1
| 66.5
| 23.9
| 1.2
| 8.4
|
TLT:24.6%;IEF:24.6%;TSLA:15.1%;BRK.B:24.6%;MSFT:11.1%
|
US:76.6;EU:5.4;APAC:11.6;EM:3.6;Other:2.9
|
Value:0.0;Growth:+0.5;Quality:+1.0;Size:+0.4;Momentum:+0.5;LowVol:+0.9
|
MaxPos6%
| 8
| 25
| 4.7
|
trailing 10%
| 135
| 12.5
|
Bull
| 17.3
| 3.84
| 2.6
| 102
| 55
| 66
| 50
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -10
| -7
|
BrokerD
|
LMT
| 90
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -35
| -45
| -9
| 3
| true
|
Tighten stops on momentum names
|
P6309
|
Hands-off
|
Roth
|
USD
|
2024-07-31
| 253,548
| 19,769
| 233,779
| 1
| 64.4
| 28.3
| 0
| 7.3
|
VTI:20.4%;IEF:11.5%;GLD:19.5%;TSLA:20.1%;QQQ:17.1%;VOO:11.5%
|
US:66.4;EU:17.4;APAC:9.9;EM:5.8;Other:0.5
|
Value:+0.7;Growth:+1.0;Quality:-0.3;Size:+0.8;Momentum:-0.4;LowVol:+0.4
|
MaxPos8%
| 6
| 25
| 4.8
|
trailing 8%
| 106
| 19.2
|
Bear
| 25.6
| 3.1
| 2.8
| 153
| -97
| 15
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| -34
|
BrokerB
|
VWAP
| 97
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 76
| -23
| 101
| 2
| false
|
Within IPS guidelines
|
P6310
|
Cautious
|
Taxable
|
USD
|
2025-12-18
| 608,762
| 72,012
| 536,750
| 1
| 36.2
| 43
| 10.3
| 10.4
|
VTI:33.3%;QQQ:33.3%;IEF:33.3%
|
US:57.4;EU:20.2;APAC:10.1;EM:9.3;Other:3.0
|
Value:+0.4;Growth:-0.1;Quality:-0.3;Size:+0.1;Momentum:-0.6;LowVol:-1.0
|
MaxPos6%;NoDerivatives;NoMargin
| 8
| 25
| 3
|
hard 10%
| 99
| 12.3
|
Bull
| 13.3
| 4.72
| 3.4
| 99
| 70
| 72
| 28
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -19
|
BrokerD
|
VWAP
| 99
| null | null |
Normal monitoring
| 46
| -13
| 51
| 3
| false
|
Within IPS guidelines
|
P6311
|
Opportunistic
|
Roth
|
USD
|
2025-06-03
| 1,575,209
| 47,872
| 1,527,337
| 1
| 62.4
| 15.3
| 17.5
| 4.8
|
XLF:23.2%;MSFT:23.2%;VOO:14.8%;BND:16.0%;AMZN:22.8%
|
US:65.1;EU:16.7;APAC:10.6;EM:7.6;Other:0.1
|
Value:+0.1;Growth:+0.4;Quality:+0.6;Size:+0.3;Momentum:-0.1;LowVol:-0.1
|
MaxPos7%
| 6
| 30
| 6.8
|
trailing 7%
| 164
| 24
|
Volatile
| 23.8
| 4.67
| 4.3
| 144
| 31
| 63
| 68
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 30
| -32
|
BrokerC
|
MKT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 99
| -55
| 158
| 3
| false
|
Tax-aware sells next window
|
P6312
|
Hands-off
|
Taxable
|
USD
|
2025-04-17
| 442,431
| 39,976
| 402,455
| 1
| 69.9
| 24.9
| 0
| 5.2
|
AMZN:18.8%;BND:27.1%;MUB:27.1%;XLF:27.1%
|
US:59.0;EU:18.5;APAC:12.9;EM:9.1;Other:0.4
|
Value:-0.5;Growth:-0.7;Quality:+0.5;Size:+0.3;Momentum:+0.6;LowVol:-0.6
|
ESGOnly;MaxPos8%
| 10
| 30
| 5.1
|
trailing 8%
| 111
| 12.2
|
Volatile
| 29.3
| 5.2
| 4.3
| 180
| 68
| 80
| 85
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 13
| -28
|
BrokerA
|
LMT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 5
| -21
| 36
| 4
| false
|
Increase defensive factor exposure
|
P6313
|
Opportunistic
|
401k
|
USD
|
2025-04-16
| 488,108
| 18,353
| 469,755
| 1
| 73.1
| 17.1
| 1.9
| 7.9
|
VTI:33.3%;AMZN:33.3%;AAPL:33.3%
|
US:67.8;EU:16.9;APAC:5.5;EM:9.2;Other:0.5
|
Value:-1.0;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:-0.3;LowVol:-0.2
| null | 10
| 25
| 5.3
|
trailing 7%
| 195
| 24.7
|
Sideways
| 15.2
| 3.97
| 2.2
| 105
| 46
| 72
| 48
| false
|
NoAction
|
Within bands; monitor
| 6
| -13
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| 17
| 6
| 110
| 3
| false
|
Tax-aware sells next window
|
P6314
|
Hands-off
|
Taxable
|
USD
|
2025-05-10
| 374,930
| 17,685
| 357,245
| 1
| 60.8
| 19.2
| 12.6
| 7.5
|
VNQ:29.5%;HYG:35.3%;XLF:35.3%
|
US:54.9;EU:17.0;APAC:12.8;EM:10.9;Other:4.4
|
Value:+0.4;Growth:+0.8;Quality:-0.9;Size:+0.7;Momentum:-0.2;LowVol:-0.8
|
ESGOnly
| 8
| 30
| 5.3
|
trailing 8%
| 163
| 12.3
|
Volatile
| 29.4
| 5.36
| 4.3
| 130
| -37
| 45
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| -26
|
BrokerD
|
VWAP
| 86
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 57
| -26
| 92
| 4
| false
|
Monitor dispersion and breadth
|
P6315
|
Hands-off
|
Taxable
|
USD
|
2024-10-16
| 229,187
| 19,317
| 209,870
| 1
| 59.4
| 27.5
| 6.6
| 6.5
|
GLD:23.1%;VOO:23.1%;BRK.B:23.1%;AAPL:23.1%;TSLA:7.6%
|
US:70.5;EU:10.9;APAC:6.9;EM:8.2;Other:3.5
|
Value:+0.5;Growth:-0.7;Quality:+0.5;Size:-0.3;Momentum:+1.0;LowVol:-0.4
|
MaxPos6%;NoDerivatives
| 7
| 35
| 4.6
|
trailing 10%
| 124
| 12.7
|
Bull
| 15.8
| 4.41
| 3
| 114
| 11
| 60
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 11
| -27
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| -29
| 16
| -52
| 3
| false
|
Monitor dispersion and breadth
|
P6316
|
Opportunistic
|
Trust
|
USD
|
2025-08-01
| 1,720,276
| 85,654
| 1,634,622
| 1
| 72.8
| 20.3
| 0
| 6.9
|
TLT:25.8%;XLF:22.5%;MUB:25.8%;HYG:25.8%
|
US:69.0;EU:12.1;APAC:8.4;EM:10.3;Other:0.1
|
Value:+0.5;Growth:+0.3;Quality:+0.5;Size:+0.9;Momentum:0.0;LowVol:+0.3
|
NoDerivatives
| 5
| 35
| 6.8
|
trailing 7%
| 229
| 31.1
|
Bull
| 15.4
| 4.16
| 2.2
| 73
| 35
| 82
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -15
|
BrokerA
|
VWAP
| 97
| null | null |
Normal monitoring
| -27
| 20
| 35
| 5
| false
|
Increase defensive factor exposure
|
P6317
|
Cautious
|
Roth
|
USD
|
2025-09-08
| 840,640
| 79,911
| 760,729
| 1
| 43.6
| 38.6
| 1.2
| 16.6
|
MSFT:33.9%;VTI:32.2%;VNQ:33.9%
|
US:73.9;EU:7.9;APAC:10.7;EM:4.0;Other:3.5
|
Value:+0.2;Growth:+0.3;Quality:-0.9;Size:-1.0;Momentum:+0.2;LowVol:-0.3
|
NoMargin
| 10
| 30
| 5.1
|
trailing 8%
| 123
| 19.5
|
Volatile
| 21.9
| 4.54
| 3.8
| 147
| -59
| 15
| 43
| false
|
Sell
|
Trim extended winner -1%
| 35
| -10
|
BrokerC
|
VWAP
| 87
| null | null |
Normal monitoring
| 92
| -21
| 140
| 3
| false
|
Tighten stops on momentum names
|
P6318
|
Opportunistic
|
Taxable
|
USD
|
2024-08-04
| 1,169,933
| 49,550
| 1,120,383
| 1
| 65.4
| 15.7
| 10.1
| 8.9
|
IEF:24.4%;MSFT:16.9%;BRK.B:24.4%;XLF:14.7%;TSLA:19.7%
|
US:62.4;EU:7.1;APAC:11.6;EM:13.8;Other:5.0
|
Value:-1.0;Growth:+0.3;Quality:+0.4;Size:-1.0;Momentum:-0.7;LowVol:+1.0
|
NoDerivatives
| 7
| 35
| 5.6
|
trailing 9%
| 169
| 32.4
|
Bear
| 32.3
| 3.88
| 2.6
| 195
| -40
| 41
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -39
|
BrokerC
|
LMT
| 93
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 28
| 8
| 27
| 3
| false
|
Tighten stops on momentum names
|
P6319
|
Active
|
IRA
|
USD
|
2025-01-13
| 1,664,554
| 154,045
| 1,510,509
| 1
| 63.1
| 28.9
| 0
| 8
|
VOO:33.3%;XLF:33.3%;TSLA:33.3%
|
US:63.4;EU:12.9;APAC:13.7;EM:6.3;Other:3.7
|
Value:-0.3;Growth:-0.6;Quality:-0.8;Size:-0.7;Momentum:+0.6;LowVol:+0.2
|
MaxPos8%;NoDerivatives
| 7
| 25
| 5.1
|
hard 12%
| 222
| 19.5
|
Bear
| 24.1
| 3.24
| 2.1
| 218
| -77
| 18
| 60
| true
|
Rebalance
|
Rebalance back to target bands
| 32
| -13
|
BrokerA
|
LMT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -1
| -56
| 114
| 5
| false
|
Increase defensive factor exposure
|
P6320
|
Active
|
Trust
|
USD
|
2025-11-28
| 1,809,849
| 157,420
| 1,652,429
| 1
| 66
| 26.8
| 0
| 7.3
|
QQQ:34.3%;GLD:31.4%;VOO:34.3%
|
US:69.4;EU:8.8;APAC:9.4;EM:8.9;Other:3.4
|
Value:+0.3;Growth:+0.7;Quality:-0.9;Size:-0.7;Momentum:-0.1;LowVol:-0.4
| null | 5
| 25
| 5.6
|
hard 12%
| 180
| 24.4
|
Bull
| 12.2
| 4.47
| 2.4
| 78
| 69
| 82
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -27
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| 34
| -58
| 141
| 5
| false
|
Within IPS guidelines
|
P6321
|
Hands-off
|
Trust
|
USD
|
2025-12-06
| 567,364
| 48,605
| 518,759
| 1
| 63.7
| 15
| 13.3
| 8
|
QQQ:20.8%;HYG:26.4%;MUB:26.4%;AMZN:26.4%
|
US:62.6;EU:17.3;APAC:5.9;EM:10.5;Other:3.7
|
Value:+0.9;Growth:+0.2;Quality:+0.4;Size:+0.4;Momentum:+0.7;LowVol:-0.9
|
MaxPos5%
| 8
| 25
| 3.5
|
trailing 8%
| 104
| 16.7
|
Bull
| 16.8
| 4.3
| 2.8
| 101
| 51
| 67
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 10
| -25
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| 11
| -40
| -19
| 3
| false
|
Within IPS guidelines
|
P6322
|
Systematic
|
Trust
|
USD
|
2025-12-13
| 1,224,013
| 102,580
| 1,121,433
| 1
| 61.5
| 28.5
| 2.9
| 7.1
|
HYG:19.4%;BRK.B:21.8%;GLD:19.4%;AMZN:20.6%;VNQ:18.8%
|
US:66.2;EU:13.2;APAC:11.0;EM:8.8;Other:0.9
|
Value:+0.1;Growth:-0.5;Quality:-0.9;Size:-0.1;Momentum:-0.2;LowVol:+0.2
| null | 5
| 25
| 6
|
hard 12%
| 202
| 22.4
|
Volatile
| 28.5
| 4.44
| 4.1
| 152
| 40
| 80
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -10
| -17
|
BrokerD
|
MKT
| 91
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 109
| -29
| 160
| 5
| false
|
Increase defensive factor exposure
|
P6323
|
Hands-off
|
Roth
|
USD
|
2025-02-12
| 507,100
| 26,538
| 480,562
| 1
| 62.9
| 26.2
| 2.4
| 8.5
|
AMZN:20.5%;GLD:14.0%;BND:12.3%;IEF:15.7%;AAPL:19.1%;XLF:18.5%
|
US:69.5;EU:8.8;APAC:7.5;EM:11.8;Other:2.4
|
Value:-1.0;Growth:-0.9;Quality:-0.8;Size:+0.1;Momentum:+0.9;LowVol:-0.5
| null | 8
| 25
| 4.1
|
trailing 8%
| 161
| 16
|
Bull
| 14.5
| 4.01
| 2.4
| 90
| 76
| 94
| 43
| false
|
Sell
|
Trim extended winner -1%
| -5
| -4
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| -51
| 10
| 79
| 3
| false
|
Increase defensive factor exposure
|
P6324
|
Cautious
|
Taxable
|
USD
|
2025-11-29
| 743,716
| 73,954
| 669,762
| 1
| 50.6
| 35.5
| 0
| 13.8
|
AAPL:27.5%;IEF:20.0%;MUB:27.5%;MSFT:25.0%
|
US:73.9;EU:9.2;APAC:10.6;EM:3.8;Other:2.6
|
Value:+0.6;Growth:+0.8;Quality:+0.4;Size:-1.0;Momentum:-0.5;LowVol:+0.3
|
MaxPos6%;NoMargin
| 8
| 35
| 5.6
|
trailing 8%
| 126
| 16.8
|
Volatile
| 31
| 3.61
| 3.7
| 114
| -52
| 21
| 66
| false
|
Buy
|
Add to core equity +1%
| -8
| 5
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 73
| -53
| 112
| 4
| false
|
Tax-aware sells next window
|
P6325
|
Cautious
|
Taxable
|
USD
|
2025-08-05
| 604,478
| 79,638
| 524,840
| 1
| 48.5
| 34.1
| 6
| 11.4
|
GLD:23.7%;VNQ:26.3%;TSLA:23.7%;HYG:26.3%
|
US:62.4;EU:11.3;APAC:13.8;EM:12.3;Other:0.2
|
Value:-0.5;Growth:+0.6;Quality:+0.9;Size:-0.7;Momentum:+0.1;LowVol:-0.3
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 30
| 5.2
|
trailing 8%
| 148
| 19.4
|
Sideways
| 16.6
| 3.86
| 3.2
| 127
| 17
| 55
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 13
| 13
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 49
| -8
| 101
| 4
| false
|
Increase defensive factor exposure
|
P6326
|
Hands-off
|
Roth
|
USD
|
2025-03-23
| 370,354
| 31,899
| 338,455
| 1
| 58.4
| 24
| 11.9
| 5.7
|
VNQ:28.4%;TSLA:20.1%;BND:28.4%;XLF:23.0%
|
US:68.6;EU:14.6;APAC:7.4;EM:6.5;Other:3.0
|
Value:+0.1;Growth:-0.0;Quality:+0.5;Size:-0.4;Momentum:-0.5;LowVol:-0.7
|
MaxPos5%
| 5
| 25
| 4.6
|
hard 10%
| 122
| 17.9
|
Volatile
| 30.3
| 4.36
| 3.5
| 175
| -55
| 30
| 78
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 4
| -27
|
BrokerD
|
MKT
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 83
| 19
| 218
| 3
| false
|
Tighten stops on momentum names
|
P6327
|
Opportunistic
|
IRA
|
USD
|
2025-06-06
| 857,846
| 48,033
| 809,813
| 1
| 65
| 12.8
| 17.9
| 4.2
|
AAPL:27.8%;AMZN:16.6%;TSLA:27.8%;BND:27.8%
|
US:69.0;EU:7.2;APAC:15.2;EM:8.4;Other:0.2
|
Value:-0.7;Growth:-0.3;Quality:-0.7;Size:+1.0;Momentum:+0.8;LowVol:+0.2
|
NoDerivatives
| 10
| 30
| 5.9
|
trailing 9%
| 180
| 25.5
|
Volatile
| 31.8
| 4.51
| 3.3
| 140
| 28
| 52
| 90
| true
|
Hedge
|
Buy index puts 1% notional
| -12
| -11
|
BrokerA
|
MKT
| 90
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -43
| 10
| -50
| 3
| false
|
Tax-aware sells next window
|
P6328
|
Cautious
|
Roth
|
USD
|
2025-09-15
| 281,517
| 39,495
| 242,022
| 1
| 40.3
| 33.3
| 8.9
| 17.6
|
TLT:18.9%;GLD:23.6%;AAPL:23.6%;TSLA:10.2%;BND:23.6%
|
US:64.3;EU:14.4;APAC:10.8;EM:9.5;Other:0.9
|
Value:+0.9;Growth:+1.0;Quality:+1.0;Size:+0.1;Momentum:-0.6;LowVol:+0.3
|
ESGOnly;MaxPos5%;NoMargin
| 6
| 30
| 5.1
|
hard 10%
| 129
| 15.2
|
Sideways
| 17.3
| 4.92
| 3.2
| 120
| -12
| 38
| 28
| false
|
Sell
|
Trim extended winner -1%
| 16
| -30
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| 105
| -29
| 202
| 5
| false
|
Tighten stops on momentum names
|
P6329
|
Systematic
|
IRA
|
USD
|
2024-09-13
| 784,546
| 36,427
| 748,119
| 1
| 66.6
| 24
| 0
| 9.4
|
XLF:23.8%;GLD:23.8%;TLT:15.7%;HYG:23.8%;VOO:13.0%
|
US:63.7;EU:15.0;APAC:6.1;EM:10.5;Other:4.8
|
Value:-0.9;Growth:-0.3;Quality:+0.5;Size:-0.3;Momentum:-0.4;LowVol:-0.7
|
MaxPos6%
| 6
| 30
| 5.5
|
hard 12%
| 221
| 18.2
|
Volatile
| 25.9
| 4.19
| 2.5
| 157
| 61
| 74
| 73
| true
|
Rebalance
|
Rebalance back to target bands
| -15
| -28
|
BrokerD
|
MKT
| 86
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 116
| -11
| 232
| 4
| true
|
Tighten stops on momentum names
|
P6330
|
Cautious
|
Roth
|
USD
|
2025-11-01
| 886,188
| 135,731
| 750,457
| 1
| 53
| 31.8
| 0
| 15.2
|
TSLA:19.1%;MUB:21.4%;VOO:21.4%;AMZN:7.5%;QQQ:21.1%;MSFT:9.6%
|
US:70.2;EU:10.4;APAC:9.1;EM:9.7;Other:0.6
|
Value:+0.1;Growth:+0.8;Quality:-0.2;Size:+0.8;Momentum:+0.8;LowVol:-0.8
|
NoDerivatives;NoMargin
| 5
| 25
| 4
|
hard 10%
| 155
| 17.6
|
Bull
| 12.3
| 4.87
| 2.4
| 95
| 10
| 60
| 41
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| 7
|
BrokerB
|
LMT
| 88
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 45
| -2
| 127
| 4
| false
|
Tighten stops on momentum names
|
P6331
|
Cautious
|
Taxable
|
USD
|
2024-07-18
| 222,405
| 35,449
| 186,956
| 1
| 42.1
| 39
| 8.7
| 10.2
|
AMZN:22.3%;MSFT:17.0%;VNQ:22.7%;BND:22.7%;GLD:15.4%
|
US:72.6;EU:7.6;APAC:10.6;EM:5.6;Other:3.7
|
Value:+0.7;Growth:-0.3;Quality:-0.4;Size:+0.5;Momentum:-0.5;LowVol:-0.5
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 30
| 5.3
|
hard 10%
| 163
| 19.6
|
Sideways
| 15.6
| 4.26
| 2.9
| 94
| 49
| 80
| 28
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -11
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 6
| 10
| 17
| 3
| false
|
Tighten stops on momentum names
|
P6332
|
Opportunistic
|
Roth
|
USD
|
2024-09-03
| 1,724,941
| 140,545
| 1,584,396
| 1
| 69.6
| 21.4
| 3.7
| 5.2
|
MSFT:14.4%;HYG:22.2%;VTI:19.8%;AAPL:22.2%;QQQ:21.3%
|
US:60.5;EU:19.1;APAC:8.8;EM:10.7;Other:1.0
|
Value:0.0;Growth:+0.7;Quality:-0.6;Size:+0.2;Momentum:0.0;LowVol:-0.8
|
MaxPos7%
| 10
| 35
| 6.3
|
trailing 7%
| 204
| 22.5
|
Volatile
| 26.7
| 3.75
| 2.7
| 154
| 20
| 53
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -17
|
BrokerB
|
VWAP
| 93
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -10
| -34
| 92
| 2
| false
|
Tighten stops on momentum names
|
P6333
|
Active
|
IRA
|
USD
|
2024-12-06
| 553,486
| 65,284
| 488,202
| 1.07
| 53.3
| 28.9
| 9.9
| 8
|
VNQ:25.6%;BRK.B:25.6%;IEF:25.6%;VTI:23.2%
|
US:63.9;EU:8.4;APAC:15.5;EM:11.8;Other:0.4
|
Value:-0.3;Growth:-0.9;Quality:+0.7;Size:-0.9;Momentum:+1.0;LowVol:+0.6
| null | 8
| 30
| 4.5
|
trailing 8%
| 151
| 27.3
|
Bear
| 26.4
| 3.99
| 2.3
| 215
| -36
| 33
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| -2
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| -58
| -26
| 45
| 5
| false
|
Within IPS guidelines
|
P6334
|
Opportunistic
|
401k
|
USD
|
2024-10-18
| 562,192
| 45,576
| 516,616
| 1
| 74.1
| 19.4
| 0.2
| 6.3
|
TLT:22.1%;QQQ:28.4%;VTI:21.0%;MUB:28.4%
|
US:65.1;EU:12.8;APAC:11.4;EM:6.1;Other:4.6
|
Value:+0.8;Growth:-0.5;Quality:-1.0;Size:-0.3;Momentum:+0.1;LowVol:-0.7
|
MaxPos7%;NoDerivatives
| 6
| 30
| 6.8
|
trailing 7%
| 168
| 29.9
|
Bear
| 33.1
| 3
| 2.6
| 130
| -98
| 10
| 81
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 21
| -31
|
BrokerC
|
MKT
| 94
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -46
| -10
| 83
| 3
| false
|
Monitor dispersion and breadth
|
P6335
|
Hands-off
|
401k
|
USD
|
2025-03-29
| 242,163
| 13,054
| 229,109
| 1
| 72.5
| 20
| 0
| 7.5
|
TLT:25.0%;MUB:25.0%;BRK.B:25.0%;AMZN:25.0%
|
US:67.8;EU:11.2;APAC:11.5;EM:7.0;Other:2.6
|
Value:-0.6;Growth:-0.2;Quality:-0.6;Size:-0.4;Momentum:+0.1;LowVol:-0.0
|
MaxPos7%
| 6
| 30
| 5.1
|
hard 10%
| 144
| 18.6
|
Bear
| 31.3
| 3.6
| 1
| 152
| 1
| 41
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 28
| -38
|
BrokerA
|
LMT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 38
| -14
| 106
| 2
| false
|
Within IPS guidelines
|
P6336
|
Hands-off
|
Roth
|
USD
|
2025-06-28
| 475,825
| 28,766
| 447,059
| 1
| 60
| 26.9
| 6.1
| 7
|
TSLA:33.3%;VTI:33.3%;GLD:33.3%
|
US:55.7;EU:10.9;APAC:15.9;EM:12.5;Other:5.0
|
Value:+0.3;Growth:+0.1;Quality:-0.7;Size:+1.0;Momentum:+0.3;LowVol:+0.9
|
MaxPos7%
| 7
| 30
| 4.3
|
trailing 8%
| 161
| 13.7
|
Sideways
| 21.7
| 3.78
| 2.6
| 101
| 47
| 77
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -13
|
BrokerC
|
LMT
| 94
| null | null |
Normal monitoring
| 82
| -26
| 218
| 4
| false
|
Monitor dispersion and breadth
|
P6337
|
Systematic
|
Roth
|
USD
|
2025-10-17
| 763,111
| 49,470
| 713,641
| 1
| 58.7
| 20.7
| 13.1
| 7.6
|
GLD:8.0%;AMZN:21.0%;TSLA:13.2%;XLF:15.9%;BRK.B:21.0%;QQQ:21.0%
|
US:59.3;EU:15.2;APAC:14.1;EM:10.5;Other:0.9
|
Value:-0.5;Growth:-0.5;Quality:-0.4;Size:-0.1;Momentum:+0.2;LowVol:-0.7
|
MaxPos7%
| 10
| 30
| 5.8
|
trailing 9%
| 196
| 25.2
|
Bull
| 14.1
| 3.72
| 3.2
| 113
| 115
| 100
| 43
| false
|
Sell
|
Trim extended winner -1%
| 33
| -40
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 58
| 4
| 122
| 4
| false
|
Monitor dispersion and breadth
|
P6338
|
Systematic
|
IRA
|
USD
|
2024-11-13
| 1,019,677
| 75,530
| 944,147
| 1
| 58.6
| 25.4
| 6.3
| 9.7
|
AAPL:24.3%;XLF:8.4%;BND:18.9%;TLT:24.3%;MUB:24.3%
|
US:76.6;EU:10.6;APAC:6.1;EM:6.0;Other:0.8
|
Value:+0.9;Growth:-0.4;Quality:-0.7;Size:-0.9;Momentum:-0.5;LowVol:+0.8
|
MaxPos6%
| 5
| 35
| 4.1
|
hard 12%
| 227
| 20.9
|
Volatile
| 25.2
| 3.88
| 3.3
| 173
| 63
| 93
| 55
| false
|
Buy
|
Add to core equity +1%
| 35
| -5
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| 10
| 11
| 44
| 3
| false
|
Increase defensive factor exposure
|
P6339
|
Opportunistic
|
Trust
|
USD
|
2025-04-07
| 1,617,482
| 86,928
| 1,530,554
| 1
| 70.7
| 19.7
| 5.1
| 4.5
|
AAPL:15.4%;BND:23.2%;TLT:15.0%;QQQ:23.2%;GLD:23.2%
|
US:68.6;EU:11.5;APAC:9.3;EM:5.8;Other:4.8
|
Value:-0.5;Growth:-0.2;Quality:-0.3;Size:+0.1;Momentum:+0.6;LowVol:-0.2
| null | 7
| 25
| 4.2
|
trailing 9%
| 204
| 31.8
|
Bull
| 11.2
| 4.16
| 2.3
| 111
| 9
| 48
| 42
| false
|
Buy
|
Add to core equity +1%
| 17
| 2
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| -23
| -35
| -49
| 4
| false
|
Tighten stops on momentum names
|
P6340
|
Systematic
|
Trust
|
USD
|
2025-03-26
| 1,000,991
| 58,758
| 942,233
| 1
| 60.4
| 29.7
| 4.2
| 5.7
|
VTI:33.3%;XLF:33.3%;IEF:33.3%
|
US:58.2;EU:17.7;APAC:9.8;EM:9.9;Other:4.4
|
Value:+0.7;Growth:+0.9;Quality:-0.6;Size:+0.6;Momentum:+0.6;LowVol:+0.9
|
MaxPos8%
| 6
| 35
| 4.4
|
trailing 9%
| 202
| 26.2
|
Bear
| 34.4
| 4.09
| 2
| 205
| -47
| 35
| 85
| true
|
Rebalance
|
Rebalance back to target bands
| 35
| -24
|
BrokerD
|
VWAP
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -50
| -17
| -10
| 3
| false
|
Tighten stops on momentum names
|
P6341
|
Opportunistic
|
Trust
|
USD
|
2024-12-22
| 1,122,770
| 94,113
| 1,028,657
| 1
| 65.4
| 13.3
| 12.4
| 8.9
|
QQQ:25.8%;BRK.B:25.8%;MUB:25.8%;HYG:22.5%
|
US:71.5;EU:7.4;APAC:13.0;EM:7.9;Other:0.3
|
Value:+0.1;Growth:+0.5;Quality:+0.6;Size:+0.5;Momentum:-0.7;LowVol:-0.6
|
MaxPos6%;NoDerivatives
| 10
| 30
| 6.5
|
trailing 9%
| 184
| 29.5
|
Volatile
| 22.1
| 3.69
| 4.1
| 137
| 2
| 44
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -17
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 8
| -9
| -3
| 4
| false
|
Tighten stops on momentum names
|
P6342
|
Opportunistic
|
Roth
|
USD
|
2024-10-29
| 1,388,241
| 67,520
| 1,320,721
| 1
| 67.6
| 16.4
| 9.9
| 6.1
|
VTI:23.5%;BRK.B:23.5%;VNQ:23.5%;TLT:9.7%;MSFT:19.8%
|
US:71.3;EU:10.8;APAC:8.2;EM:7.9;Other:1.8
|
Value:-0.8;Growth:-0.7;Quality:-0.4;Size:-0.3;Momentum:-0.3;LowVol:+0.8
|
MaxPos7%;NoDerivatives
| 10
| 25
| 4.7
|
trailing 9%
| 166
| 20.3
|
Volatile
| 21.2
| 3.81
| 3.9
| 139
| -14
| 41
| 62
| false
|
Sell
|
Trim extended winner -1%
| -14
| -1
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 21
| 16
| 9
| 4
| false
|
Increase defensive factor exposure
|
P6343
|
Hands-off
|
401k
|
USD
|
2024-09-26
| 269,378
| 18,175
| 251,203
| 1
| 61.6
| 26
| 6.3
| 6.1
|
HYG:20.3%;BRK.B:11.5%;AAPL:27.1%;MUB:27.1%;QQQ:14.0%
|
US:66.9;EU:10.0;APAC:12.8;EM:5.1;Other:5.3
|
Value:-1.0;Growth:+0.8;Quality:-0.0;Size:+1.0;Momentum:+0.8;LowVol:0.0
|
ESGOnly;MaxPos8%
| 10
| 35
| 4.7
|
hard 10%
| 136
| 14
|
Volatile
| 22.1
| 4.4
| 3.9
| 154
| 7
| 43
| 70
| false
|
Buy
|
Add to core equity +1%
| 10
| -31
|
BrokerA
|
MKT
| 87
| null | null |
Normal monitoring
| -59
| -5
| 51
| 4
| false
|
Tax-aware sells next window
|
P6344
|
Active
|
IRA
|
USD
|
2024-12-25
| 1,257,239
| 95,476
| 1,161,763
| 1
| 55.5
| 19.2
| 15.5
| 9.8
|
IEF:18.3%;AAPL:27.2%;HYG:27.2%;QQQ:27.2%
|
US:61.3;EU:14.5;APAC:5.9;EM:13.0;Other:5.3
|
Value:+0.6;Growth:-0.3;Quality:0.0;Size:+0.7;Momentum:+0.6;LowVol:+0.4
| null | 8
| 30
| 5.7
|
trailing 8%
| 210
| 16.8
|
Sideways
| 15.9
| 4.28
| 2.9
| 101
| 15
| 56
| 46
| false
|
Sell
|
Trim extended winner -1%
| 24
| -4
|
BrokerD
|
MKT
| 92
| null | null |
Normal monitoring
| -28
| -37
| -6
| 3
| false
|
Increase defensive factor exposure
|
P6345
|
Cautious
|
Taxable
|
USD
|
2025-06-12
| 795,906
| 92,712
| 703,194
| 1
| 37
| 33.7
| 16.6
| 12.7
|
AMZN:21.8%;HYG:18.8%;BND:22.4%;XLF:22.4%;VTI:14.7%
|
US:64.6;EU:19.7;APAC:7.0;EM:5.1;Other:3.6
|
Value:+0.4;Growth:-1.0;Quality:+0.5;Size:-0.1;Momentum:0.0;LowVol:+0.7
|
NoDerivatives;NoMargin
| 5
| 35
| 3.1
|
hard 10%
| 104
| 15.4
|
Sideways
| 19.2
| 4.58
| 2
| 134
| 44
| 65
| 40
| true
|
Hedge
|
Buy index puts 1% notional
| 29
| 8
|
BrokerB
|
LMT
| 100
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 58
| -46
| 136
| 4
| false
|
Monitor dispersion and breadth
|
P6346
|
Cautious
|
401k
|
USD
|
2024-07-16
| 227,939
| 19,015
| 208,924
| 1
| 43.6
| 43.6
| 1.5
| 11.2
|
TLT:15.9%;MUB:28.0%;IEF:28.0%;BRK.B:28.0%
|
US:64.6;EU:14.6;APAC:14.7;EM:6.0;Other:0.1
|
Value:+0.7;Growth:+0.9;Quality:+0.1;Size:-0.2;Momentum:+0.1;LowVol:-0.6
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 30
| 4.1
|
trailing 10%
| 99
| 14.6
|
Bull
| 11.1
| 4.36
| 2.4
| 108
| 29
| 65
| 33
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| 4
|
BrokerB
|
LMT
| 98
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 23
| -6
| 84
| 4
| false
|
Increase defensive factor exposure
|
P6347
|
Cautious
|
IRA
|
USD
|
2025-06-01
| 543,858
| 72,861
| 470,997
| 1
| 35.3
| 31.5
| 16.2
| 16.9
|
TSLA:23.1%;QQQ:27.2%;VOO:27.2%;MSFT:22.4%
|
US:71.5;EU:12.5;APAC:6.3;EM:5.8;Other:3.9
|
Value:+0.7;Growth:+0.6;Quality:+1.0;Size:-0.3;Momentum:-0.0;LowVol:0.0
|
ESGOnly;NoMargin
| 10
| 35
| 5.9
|
hard 10%
| 98
| 16
|
Volatile
| 29.8
| 4.14
| 4.3
| 114
| -56
| 27
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 12
| 6
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| -46
| -23
| 20
| 5
| false
|
Within IPS guidelines
|
P6348
|
Cautious
|
Roth
|
USD
|
2025-09-24
| 301,596
| 40,754
| 260,842
| 1
| 49.5
| 37.9
| 0
| 12.6
|
HYG:21.4%;VNQ:15.8%;AMZN:7.3%;GLD:12.6%;VOO:21.4%;TSLA:21.4%
|
US:72.4;EU:6.9;APAC:11.4;EM:6.2;Other:3.2
|
Value:-0.7;Growth:-0.6;Quality:-0.2;Size:+0.9;Momentum:+0.4;LowVol:-0.3
|
ESGOnly;NoMargin
| 7
| 25
| 3.1
|
trailing 8%
| 104
| 12.3
|
Sideways
| 18.7
| 4.73
| 3.2
| 107
| 6
| 61
| 46
| true
|
Hedge
|
Buy index puts 1% notional
| 26
| -24
|
BrokerD
|
LMT
| 91
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 84
| -15
| 101
| 4
| false
|
Tax-aware sells next window
|
P6349
|
Systematic
|
Taxable
|
USD
|
2025-03-06
| 1,421,384
| 87,873
| 1,333,511
| 1
| 56.3
| 34.5
| 0.4
| 8.7
|
VNQ:20.3%;IEF:14.2%;MUB:21.7%;TSLA:21.9%;QQQ:21.9%
|
US:71.8;EU:7.4;APAC:13.1;EM:3.3;Other:4.4
|
Value:+0.1;Growth:-0.8;Quality:-0.3;Size:+0.4;Momentum:+0.1;LowVol:+0.3
| null | 6
| 30
| 4.1
|
hard 12%
| 165
| 23.3
|
Bear
| 32.1
| 3.72
| 2.4
| 154
| -19
| 29
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| -15
|
BrokerC
|
LMT
| 85
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| -40
| -32
| 73
| 3
| false
|
Tighten stops on momentum names
|
P6350
|
Cautious
|
Roth
|
USD
|
2024-08-23
| 806,662
| 81,870
| 724,792
| 1
| 46.8
| 42.5
| 0
| 10.8
|
MUB:25.7%;GLD:25.7%;TLT:22.9%;TSLA:25.7%
|
US:71.5;EU:11.1;APAC:6.9;EM:10.5;Other:0.0
|
Value:-0.2;Growth:-0.9;Quality:+0.3;Size:0.0;Momentum:+0.8;LowVol:+0.4
|
ESGOnly;NoMargin
| 10
| 35
| 3.9
|
hard 10%
| 109
| 14.3
|
Volatile
| 30.6
| 3.63
| 3.3
| 118
| 79
| 79
| 70
| false
|
Buy
|
Add to core equity +1%
| -13
| -10
|
BrokerA
|
VWAP
| 93
| null | null |
Normal monitoring
| -30
| -27
| 84
| 5
| false
|
Increase defensive factor exposure
|
P6351
|
Systematic
|
Roth
|
USD
|
2025-08-19
| 884,569
| 87,308
| 797,261
| 1
| 61.1
| 31.3
| 0
| 7.6
|
BRK.B:19.5%;TLT:23.0%;AAPL:11.4%;HYG:23.0%;MUB:23.0%
|
US:69.4;EU:13.3;APAC:6.3;EM:9.5;Other:1.4
|
Value:-0.7;Growth:-0.7;Quality:+0.7;Size:+0.4;Momentum:-0.7;LowVol:+0.7
|
NoDerivatives
| 8
| 25
| 4.3
|
trailing 8%
| 224
| 25.3
|
Volatile
| 26.1
| 4.85
| 2.7
| 118
| -39
| 19
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -14
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 54
| -3
| 91
| 3
| false
|
Tax-aware sells next window
|
P6352
|
Cautious
|
Taxable
|
USD
|
2025-06-03
| 316,234
| 30,990
| 285,244
| 1
| 44
| 31.8
| 6.2
| 17.9
|
IEF:9.1%;BND:20.4%;QQQ:20.2%;HYG:14.1%;AAPL:20.4%;XLF:15.8%
|
US:68.4;EU:10.6;APAC:11.8;EM:6.6;Other:2.5
|
Value:+0.1;Growth:+0.9;Quality:+0.1;Size:-0.4;Momentum:+0.9;LowVol:-0.9
|
MaxPos7%;NoMargin
| 10
| 35
| 3.9
|
trailing 8%
| 168
| 18.1
|
Bull
| 12.5
| 4.38
| 2.3
| 84
| 43
| 64
| 36
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| 4
|
BrokerC
|
MKT
| 86
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -36
| -31
| 4
| 2
| false
|
Within IPS guidelines
|
P6353
|
Hands-off
|
Taxable
|
USD
|
2025-05-07
| 651,779
| 43,538
| 608,241
| 1
| 67.4
| 26.9
| 0
| 5.6
|
TSLA:16.8%;HYG:20.6%;VTI:9.8%;VNQ:20.3%;XLF:10.3%;MUB:22.3%
|
US:78.4;EU:9.0;APAC:7.1;EM:4.1;Other:1.4
|
Value:+0.5;Growth:+0.3;Quality:-0.1;Size:+0.6;Momentum:-0.9;LowVol:-0.4
|
ESGOnly;MaxPos7%
| 5
| 30
| 3
|
trailing 8%
| 167
| 14.7
|
Bear
| 30.6
| 3.49
| 2.6
| 208
| -3
| 61
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 18
| -1
|
BrokerC
|
LMT
| 95
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 37
| -6
| 66
| 5
| false
|
Tighten stops on momentum names
|
P6354
|
Cautious
|
Roth
|
USD
|
2025-09-13
| 445,302
| 37,592
| 407,710
| 1
| 43
| 30.8
| 10.9
| 15.4
|
VNQ:27.0%;AMZN:27.0%;TSLA:18.9%;AAPL:27.0%
|
US:70.0;EU:6.1;APAC:9.4;EM:10.2;Other:4.4
|
Value:+0.7;Growth:-0.0;Quality:+0.6;Size:+0.8;Momentum:+0.6;LowVol:+0.2
|
ESGOnly;NoMargin
| 5
| 35
| 4.8
|
trailing 10%
| 122
| 12.9
|
Bear
| 26.2
| 4.33
| 1.1
| 193
| -86
| 5
| 60
| false
|
Buy
|
Add to core equity +1%
| -3
| 10
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 83
| -14
| 100
| 3
| false
|
Monitor dispersion and breadth
|
P6355
|
Active
|
Taxable
|
USD
|
2025-07-19
| 2,230,447
| 178,605
| 2,051,842
| 1
| 59.9
| 31.2
| 0.5
| 8.4
|
XLF:25.8%;QQQ:25.8%;VTI:22.6%;MSFT:25.8%
|
US:73.4;EU:5.6;APAC:11.8;EM:5.2;Other:3.9
|
Value:-0.0;Growth:-0.1;Quality:+0.2;Size:+0.3;Momentum:+0.2;LowVol:+0.9
|
MaxPos8%
| 8
| 25
| 4.8
|
trailing 9%
| 146
| 26.2
|
Volatile
| 31.8
| 3.88
| 2.1
| 135
| 2
| 65
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -14
|
BrokerD
|
LMT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -49
| 2
| -37
| 4
| false
|
Increase defensive factor exposure
|
P6356
|
Opportunistic
|
401k
|
USD
|
2025-06-17
| 1,178,594
| 65,765
| 1,112,829
| 1
| 60.2
| 12.3
| 18.6
| 8.9
|
QQQ:24.1%;TSLA:24.1%;BRK.B:10.0%;HYG:24.1%;AMZN:17.6%
|
US:76.7;EU:6.9;APAC:6.4;EM:6.9;Other:3.1
|
Value:-0.3;Growth:-1.0;Quality:-0.8;Size:+0.8;Momentum:-0.9;LowVol:+0.2
|
NoDerivatives
| 7
| 25
| 4.1
|
trailing 9%
| 180
| 30.4
|
Volatile
| 20.2
| 4.66
| 3.2
| 174
| -57
| 19
| 62
| false
|
Sell
|
Trim extended winner -1%
| 7
| -9
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| -38
| -1
| 51
| 3
| false
|
Increase defensive factor exposure
|
P6357
|
Cautious
|
Roth
|
USD
|
2024-12-28
| 800,825
| 68,488
| 732,337
| 1
| 47.7
| 38.1
| 3.3
| 10.8
|
VNQ:33.3%;AAPL:33.3%;TSLA:33.3%
|
US:68.2;EU:7.4;APAC:13.0;EM:8.6;Other:2.8
|
Value:+0.7;Growth:+0.6;Quality:+0.8;Size:+0.6;Momentum:+0.7;LowVol:-0.4
|
ESGOnly;NoMargin
| 10
| 30
| 4.5
|
trailing 8%
| 129
| 15.7
|
Sideways
| 17.2
| 3.63
| 3
| 107
| 5
| 66
| 53
| false
|
Buy
|
Add to core equity +1%
| 25
| 1
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| 79
| -57
| 99
| 3
| false
|
Within IPS guidelines
|
P6358
|
Active
|
IRA
|
USD
|
2024-07-08
| 933,491
| 57,603
| 875,888
| 1.09
| 63.2
| 19.8
| 11.2
| 5.8
|
TLT:28.5%;VTI:28.5%;TSLA:28.5%;BRK.B:14.5%
|
US:70.4;EU:9.0;APAC:11.6;EM:8.5;Other:0.5
|
Value:+0.5;Growth:-0.2;Quality:+0.3;Size:-0.1;Momentum:+0.2;LowVol:-0.4
|
NoDerivatives
| 6
| 30
| 5.3
|
trailing 9%
| 130
| 25.8
|
Volatile
| 26
| 3.52
| 2.7
| 116
| -23
| 40
| 61
| false
|
Sell
|
Trim extended winner -1%
| 32
| 9
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| 14
| 5
| 32
| 4
| false
|
Tighten stops on momentum names
|
P6359
|
Cautious
|
Trust
|
USD
|
2025-03-03
| 486,931
| 76,196
| 410,735
| 1
| 43.1
| 42
| 0
| 14.9
|
BND:33.8%;VTI:30.4%;GLD:35.7%
|
US:72.5;EU:13.8;APAC:8.2;EM:3.8;Other:1.7
|
Value:+0.2;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:+0.3;LowVol:+0.8
|
ESGOnly;NoMargin
| 5
| 30
| 3
|
hard 10%
| 132
| 16.5
|
Sideways
| 15.5
| 3.53
| 3.1
| 114
| 51
| 84
| 32
| false
|
Buy
|
Add to core equity +1%
| 34
| 6
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| 61
| -23
| 120
| 5
| false
|
Tax-aware sells next window
|
P6360
|
Active
|
Roth
|
USD
|
2025-11-15
| 1,929,982
| 135,881
| 1,794,101
| 1
| 64.7
| 26.5
| 3.3
| 5.5
|
MUB:26.1%;GLD:26.1%;VNQ:26.1%;TLT:21.7%
|
US:62.7;EU:11.8;APAC:13.7;EM:7.0;Other:4.8
|
Value:-0.1;Growth:-0.5;Quality:+0.7;Size:+0.7;Momentum:+0.7;LowVol:+0.3
|
NoDerivatives
| 7
| 30
| 4.6
|
trailing 9%
| 224
| 19.7
|
Volatile
| 25.8
| 4.75
| 3.9
| 113
| 62
| 94
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| 4
|
BrokerB
|
MKT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 28
| -2
| 42
| 4
| false
|
Within IPS guidelines
|
P6361
|
Cautious
|
Taxable
|
USD
|
2024-10-12
| 210,880
| 28,904
| 181,976
| 1
| 50.2
| 35.1
| 4.2
| 10.5
|
BND:25.0%;MUB:25.0%;VOO:25.0%;BRK.B:25.0%
|
US:68.8;EU:10.6;APAC:8.4;EM:10.4;Other:1.8
|
Value:+0.9;Growth:-1.0;Quality:-0.4;Size:+0.4;Momentum:-0.9;LowVol:-0.1
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 30
| 3.8
|
hard 10%
| 99
| 12.4
|
Sideways
| 19.7
| 3.67
| 2.4
| 128
| -22
| 53
| 52
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -1
| 9
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 84
| 19
| 139
| 3
| false
|
Tax-aware sells next window
|
P6362
|
Active
|
Taxable
|
USD
|
2025-01-10
| 2,099,984
| 160,800
| 1,939,184
| 1
| 63.8
| 29
| 0
| 7.2
|
BRK.B:16.7%;AMZN:21.3%;MUB:19.2%;TSLA:21.3%;XLF:21.3%
|
US:65.8;EU:11.4;APAC:15.0;EM:4.8;Other:3.0
|
Value:+0.4;Growth:-0.7;Quality:+0.4;Size:-0.5;Momentum:-0.3;LowVol:-0.6
| null | 10
| 35
| 4.8
|
trailing 8%
| 186
| 25.1
|
Bear
| 33.7
| 3.41
| 1.7
| 208
| -20
| 41
| 88
| true
|
Hedge
|
Buy index puts 1% notional
| -9
| 13
|
BrokerB
|
LMT
| 88
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 22
| -6
| 127
| 3
| false
|
Tighten stops on momentum names
|
P6363
|
Systematic
|
Roth
|
USD
|
2025-12-23
| 1,472,493
| 75,969
| 1,396,524
| 1
| 55.6
| 34.8
| 4.2
| 5.4
|
TLT:25.0%;AMZN:25.0%;HYG:25.0%;BRK.B:25.0%
|
US:63.4;EU:8.8;APAC:15.3;EM:10.9;Other:1.6
|
Value:-0.1;Growth:-0.3;Quality:-0.9;Size:0.0;Momentum:+0.5;LowVol:-0.5
|
NoDerivatives
| 10
| 35
| 5.4
|
trailing 8%
| 133
| 24.6
|
Volatile
| 30.6
| 4.73
| 2.3
| 142
| 71
| 94
| 83
| true
|
Hedge
|
Buy index puts 1% notional
| -8
| -33
|
BrokerD
|
MKT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -16
| 17
| 50
| 3
| false
|
Monitor dispersion and breadth
|
P6364
|
Opportunistic
|
Taxable
|
USD
|
2025-02-17
| 1,424,405
| 64,822
| 1,359,583
| 1
| 62.9
| 12.8
| 17.2
| 7.1
|
VNQ:25.8%;AAPL:26.4%;TSLA:21.4%;VOO:26.4%
|
US:66.4;EU:10.7;APAC:9.0;EM:9.4;Other:4.5
|
Value:+0.3;Growth:+0.4;Quality:-0.4;Size:-0.3;Momentum:-0.9;LowVol:+0.2
|
MaxPos5%
| 8
| 30
| 4.8
|
trailing 7%
| 249
| 21.5
|
Volatile
| 21
| 5.21
| 4.5
| 122
| 44
| 83
| 55
| false
|
Buy
|
Add to core equity +1%
| 13
| -9
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 58
| 4
| 71
| 5
| false
|
Tax-aware sells next window
|
P6365
|
Opportunistic
|
IRA
|
USD
|
2025-04-07
| 1,494,601
| 65,227
| 1,429,374
| 1.07
| 63.1
| 19.4
| 9.3
| 8.3
|
VNQ:33.3%;TLT:33.3%;HYG:33.3%
|
US:61.4;EU:11.0;APAC:16.2;EM:5.9;Other:5.5
|
Value:-0.7;Growth:-0.4;Quality:0.0;Size:-0.6;Momentum:-0.5;LowVol:+0.5
| null | 8
| 30
| 5.8
|
trailing 7%
| 196
| 29.7
|
Sideways
| 14.7
| 3.81
| 3.1
| 121
| -14
| 44
| 39
| false
|
NoAction
|
Within bands; monitor
| 9
| -13
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 91
| -32
| 137
| 4
| false
|
Tax-aware sells next window
|
P6366
|
Opportunistic
|
Roth
|
USD
|
2025-08-04
| 764,597
| 26,203
| 738,394
| 1.07
| 62.1
| 11.1
| 19.4
| 7.4
|
TSLA:27.3%;GLD:27.3%;QQQ:18.1%;BND:27.3%
|
US:73.2;EU:7.7;APAC:5.9;EM:11.3;Other:1.9
|
Value:-0.0;Growth:+0.4;Quality:+0.1;Size:+0.5;Momentum:-0.9;LowVol:-0.1
| null | 5
| 25
| 4.2
|
hard 12%
| 212
| 26.5
|
Bull
| 12
| 3.93
| 2
| 83
| 50
| 66
| 35
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 30
| -15
|
BrokerD
|
MKT
| 99
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 50
| -14
| 125
| 5
| false
|
Monitor dispersion and breadth
|
P6367
|
Opportunistic
|
Trust
|
USD
|
2024-11-22
| 721,178
| 47,366
| 673,812
| 1
| 66.8
| 16.5
| 8.3
| 8.4
|
TLT:20.4%;IEF:8.8%;AAPL:20.0%;BRK.B:12.8%;VNQ:17.7%;XLF:20.4%
|
US:63.9;EU:6.9;APAC:16.2;EM:11.6;Other:1.4
|
Value:+0.6;Growth:-0.8;Quality:-0.5;Size:-0.2;Momentum:+0.8;LowVol:+0.8
| null | 7
| 25
| 4.1
|
hard 12%
| 246
| 34.3
|
Bull
| 16.4
| 4.59
| 3.4
| 87
| 80
| 84
| 61
| false
|
Sell
|
Trim extended winner -1%
| 31
| -22
|
BrokerB
|
LMT
| 100
| null | null |
Normal monitoring
| -52
| -42
| 73
| 3
| false
|
Within IPS guidelines
|
P6368
|
Cautious
|
IRA
|
USD
|
2024-08-23
| 645,650
| 90,497
| 555,153
| 1
| 46.3
| 36.7
| 5.2
| 11.8
|
TLT:25.0%;IEF:25.0%;VOO:25.0%;VTI:25.0%
|
US:64.0;EU:14.3;APAC:12.7;EM:9.0;Other:0.0
|
Value:+0.2;Growth:-0.9;Quality:+0.1;Size:-0.7;Momentum:+0.9;LowVol:-0.7
|
NoDerivatives;NoMargin
| 6
| 25
| 3.3
|
trailing 8%
| 114
| 14.5
|
Sideways
| 16.8
| 4.9
| 2.9
| 121
| -18
| 38
| 48
| false
|
Buy
|
Add to core equity +1%
| -10
| -2
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 59
| -59
| 116
| 3
| false
|
Tighten stops on momentum names
|
P6369
|
Cautious
|
Trust
|
USD
|
2025-04-23
| 690,089
| 105,857
| 584,232
| 1
| 38.5
| 39.4
| 4.1
| 17.9
|
AAPL:18.8%;AMZN:27.1%;BRK.B:27.1%;VTI:27.1%
|
US:70.4;EU:15.5;APAC:9.3;EM:3.2;Other:1.6
|
Value:-0.3;Growth:-1.0;Quality:-0.6;Size:+0.6;Momentum:+1.0;LowVol:-1.0
|
NoMargin
| 6
| 30
| 3.2
|
trailing 8%
| 165
| 17.3
|
Bull
| 12.2
| 4.78
| 3.1
| 89
| 25
| 52
| 37
| false
|
Sell
|
Trim extended winner -1%
| 5
| 9
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 103
| 4
| 232
| 4
| false
|
Tax-aware sells next window
|
P6370
|
Hands-off
|
401k
|
USD
|
2025-07-20
| 593,912
| 34,338
| 559,574
| 1
| 59.9
| 21.7
| 10.5
| 7.8
|
MUB:28.9%;VOO:27.2%;QQQ:15.0%;MSFT:28.9%
|
US:73.1;EU:8.5;APAC:7.4;EM:6.2;Other:4.8
|
Value:-0.3;Growth:-0.5;Quality:-0.6;Size:-0.9;Momentum:+0.6;LowVol:-0.7
|
NoDerivatives
| 8
| 30
| 5.5
|
trailing 10%
| 148
| 14.9
|
Volatile
| 24.8
| 5.5
| 2.2
| 171
| -41
| 44
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -7
|
BrokerA
|
VWAP
| 95
| null | null |
Normal monitoring
| 62
| 9
| 194
| 5
| false
|
Increase defensive factor exposure
|
P6371
|
Hands-off
|
Taxable
|
USD
|
2024-07-18
| 855,895
| 59,813
| 796,082
| 1
| 55.7
| 20.1
| 14.6
| 9.6
|
VNQ:33.3%;MUB:33.3%;GLD:33.3%
|
US:60.9;EU:19.0;APAC:8.8;EM:9.8;Other:1.4
|
Value:+1.0;Growth:-0.9;Quality:+0.2;Size:-0.5;Momentum:-0.2;LowVol:+0.4
| null | 5
| 35
| 5.2
|
hard 10%
| 144
| 15.4
|
Sideways
| 18.7
| 4.84
| 3.3
| 99
| 16
| 46
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 21
| -40
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| 42
| -42
| 135
| 3
| false
|
Tax-aware sells next window
|
P6372
|
Opportunistic
|
401k
|
USD
|
2024-10-30
| 1,178,979
| 66,538
| 1,112,441
| 1
| 64.1
| 14.5
| 14.3
| 7.1
|
TSLA:19.7%;HYG:16.8%;MUB:31.7%;GLD:31.7%
|
US:79.6;EU:5.7;APAC:7.7;EM:4.6;Other:2.3
|
Value:-0.8;Growth:+1.0;Quality:+0.9;Size:+0.9;Momentum:-0.5;LowVol:+0.8
|
MaxPos7%
| 5
| 30
| 4
|
trailing 9%
| 177
| 34.6
|
Volatile
| 23.6
| 5.43
| 2.4
| 143
| 48
| 78
| 60
| false
|
Buy
|
Add to core equity +1%
| 7
| -16
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 38
| -7
| 33
| 4
| false
|
Within IPS guidelines
|
P6373
|
Opportunistic
|
IRA
|
USD
|
2025-03-20
| 830,274
| 43,201
| 787,073
| 1
| 75.4
| 18.9
| 0
| 5.7
|
MSFT:25.0%;VNQ:25.0%;TLT:24.9%;TSLA:25.0%
|
US:64.5;EU:18.5;APAC:9.1;EM:4.6;Other:3.3
|
Value:-0.5;Growth:+0.7;Quality:+0.8;Size:-0.8;Momentum:-0.5;LowVol:-0.2
| null | 5
| 35
| 5.9
|
trailing 9%
| 204
| 34.4
|
Bull
| 11.1
| 3.91
| 3.4
| 107
| 13
| 71
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -27
|
BrokerC
|
VWAP
| 92
| null | null |
Normal monitoring
| 4
| 4
| 42
| 5
| false
|
Within IPS guidelines
|
P6374
|
Cautious
|
Taxable
|
USD
|
2025-08-01
| 676,081
| 86,140
| 589,941
| 1
| 46.5
| 37
| 2.1
| 14.4
|
AAPL:21.4%;HYG:20.6%;QQQ:21.4%;VOO:15.1%;BRK.B:21.4%
|
US:62.8;EU:17.7;APAC:12.6;EM:4.8;Other:2.1
|
Value:-0.4;Growth:-0.0;Quality:+0.9;Size:-1.0;Momentum:+0.9;LowVol:-1.0
|
MaxPos6%;NoMargin
| 8
| 35
| 5.5
|
hard 10%
| 100
| 14.5
|
Bear
| 22.7
| 3.28
| 1.3
| 180
| -54
| 13
| 54
| false
|
NoAction
|
Within bands; monitor
| 35
| -29
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 107
| 9
| 165
| 4
| false
|
Tighten stops on momentum names
|
P6375
|
Systematic
|
IRA
|
USD
|
2025-06-11
| 1,045,352
| 104,133
| 941,219
| 1
| 56
| 27.5
| 8.1
| 8.4
|
GLD:14.1%;HYG:18.0%;IEF:14.1%;VNQ:19.0%;VTI:14.7%;XLF:20.1%
|
US:65.9;EU:16.0;APAC:11.0;EM:3.9;Other:3.2
|
Value:+0.7;Growth:-0.0;Quality:-0.5;Size:-0.0;Momentum:+0.7;LowVol:-0.6
| null | 7
| 25
| 5.5
|
trailing 8%
| 192
| 21.4
|
Volatile
| 23
| 4.5
| 4
| 153
| 24
| 65
| 67
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -14
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| -51
| -30
| 9
| 4
| false
|
Tighten stops on momentum names
|
P6376
|
Cautious
|
401k
|
USD
|
2025-05-22
| 337,198
| 40,958
| 296,240
| 1
| 49.7
| 33.7
| 0
| 16.6
|
VOO:16.3%;MUB:13.9%;QQQ:18.3%;BND:8.4%;BRK.B:21.5%;XLF:21.5%
|
US:66.6;EU:18.2;APAC:10.0;EM:4.2;Other:1.0
|
Value:0.0;Growth:-0.1;Quality:+0.3;Size:-0.1;Momentum:-0.9;LowVol:+0.3
|
NoMargin
| 6
| 30
| 5.4
|
trailing 8%
| 126
| 16.1
|
Sideways
| 21.4
| 4.29
| 2.7
| 91
| -24
| 46
| 56
| false
|
Sell
|
Trim extended winner -1%
| 15
| -11
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| 11
| -41
| 37
| 5
| false
|
Monitor dispersion and breadth
|
P6377
|
Systematic
|
Roth
|
USD
|
2024-09-16
| 1,652,207
| 140,080
| 1,512,127
| 1
| 56.1
| 28
| 10.8
| 5.1
|
GLD:16.6%;MUB:23.4%;AAPL:13.1%;QQQ:23.4%;TSLA:23.4%
|
US:69.5;EU:9.4;APAC:9.6;EM:10.3;Other:1.2
|
Value:+0.9;Growth:-0.7;Quality:-0.9;Size:-0.1;Momentum:+0.6;LowVol:+0.6
|
MaxPos7%;NoDerivatives
| 5
| 35
| 4.9
|
trailing 8%
| 155
| 25.7
|
Volatile
| 22.4
| 4.55
| 4.4
| 112
| 11
| 61
| 68
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -8
| -14
|
BrokerA
|
MKT
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 77
| 10
| 108
| 3
| false
|
Increase defensive factor exposure
|
P6378
|
Hands-off
|
Roth
|
USD
|
2025-01-25
| 171,397
| 12,888
| 158,509
| 1
| 65.9
| 28.3
| 0
| 5.8
|
TSLA:33.3%;VOO:33.3%;VNQ:33.3%
|
US:58.5;EU:21.3;APAC:12.4;EM:7.9;Other:0.0
|
Value:+0.6;Growth:-0.0;Quality:+0.7;Size:+1.0;Momentum:+0.7;LowVol:+0.5
|
MaxPos6%
| 8
| 35
| 4.7
|
trailing 8%
| 149
| 16.4
|
Volatile
| 20.1
| 4.59
| 3.1
| 122
| -10
| 59
| 56
| false
|
Sell
|
Trim extended winner -1%
| 35
| -9
|
BrokerC
|
MKT
| 88
| null | null |
Normal monitoring
| 86
| -40
| 184
| 3
| false
|
Within IPS guidelines
|
P6379
|
Hands-off
|
Roth
|
USD
|
2024-10-23
| 805,625
| 35,779
| 769,846
| 1
| 65.3
| 28.6
| 0
| 6.2
|
VNQ:33.0%;MSFT:33.5%;TSLA:33.5%
|
US:65.0;EU:13.6;APAC:13.0;EM:7.3;Other:1.1
|
Value:+0.1;Growth:-0.8;Quality:-0.7;Size:-0.7;Momentum:-0.1;LowVol:-0.9
|
ESGOnly
| 10
| 35
| 5.3
|
hard 10%
| 132
| 14
|
Bear
| 31.3
| 4.32
| 2.9
| 212
| -32
| 35
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| -3
| 7
|
BrokerC
|
LMT
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 90
| -43
| 60
| 2
| false
|
Tighten stops on momentum names
|
P6380
|
Active
|
Roth
|
USD
|
2024-11-19
| 531,807
| 53,305
| 478,502
| 1.24
| 53.4
| 22.8
| 17.2
| 6.5
|
TLT:25.8%;XLF:25.8%;VOO:25.8%;GLD:22.7%
|
US:70.3;EU:6.6;APAC:12.3;EM:6.5;Other:4.3
|
Value:-0.1;Growth:+0.1;Quality:+0.3;Size:0.0;Momentum:-0.3;LowVol:-0.0
| null | 8
| 35
| 4.7
|
trailing 9%
| 161
| 24.4
|
Bull
| 12.3
| 4.16
| 3.4
| 73
| 34
| 57
| 40
| false
|
NoAction
|
Within bands; monitor
| 27
| 0
|
BrokerB
|
LMT
| 93
| null | null |
Normal monitoring
| 100
| -7
| 235
| 5
| false
|
Tax-aware sells next window
|
P6381
|
Hands-off
|
401k
|
USD
|
2024-11-28
| 694,091
| 48,647
| 645,444
| 1
| 59.5
| 17
| 15.9
| 7.6
|
MSFT:21.9%;IEF:21.9%;XLF:15.2%;QQQ:19.1%;AAPL:21.9%
|
US:71.2;EU:10.6;APAC:8.4;EM:8.5;Other:1.3
|
Value:-0.4;Growth:-0.1;Quality:+0.6;Size:+0.1;Momentum:+0.1;LowVol:+0.9
|
ESGOnly;NoDerivatives
| 7
| 35
| 3.9
|
hard 10%
| 104
| 12.2
|
Bull
| 15.5
| 4.81
| 2.1
| 75
| 94
| 92
| 48
| false
|
Sell
|
Trim extended winner -1%
| 13
| -7
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| 118
| -56
| 198
| 3
| false
|
Increase defensive factor exposure
|
P6382
|
Systematic
|
Trust
|
USD
|
2024-10-09
| 1,989,419
| 189,890
| 1,799,529
| 1
| 55.7
| 27.4
| 8.7
| 8.2
|
IEF:25.2%;TLT:25.2%;QQQ:25.2%;MUB:24.5%
|
US:62.3;EU:13.5;APAC:10.3;EM:9.8;Other:4.1
|
Value:+0.2;Growth:+0.1;Quality:+0.6;Size:+0.9;Momentum:+0.3;LowVol:-0.8
|
MaxPos8%;NoDerivatives
| 10
| 35
| 5.4
|
trailing 8%
| 223
| 20
|
Bull
| 12.5
| 4.05
| 2.2
| 104
| 51
| 70
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| 7
|
BrokerB
|
MKT
| 92
| null | null |
Normal monitoring
| 89
| 16
| 175
| 5
| false
|
Tighten stops on momentum names
|
P6383
|
Active
|
Trust
|
USD
|
2025-08-26
| 1,727,398
| 145,610
| 1,581,788
| 1
| 65.7
| 24.2
| 1.2
| 8.8
|
MSFT:23.3%;XLF:23.3%;GLD:12.1%;BRK.B:18.1%;VOO:23.3%
|
US:71.7;EU:11.2;APAC:6.3;EM:7.5;Other:3.3
|
Value:+0.9;Growth:+0.6;Quality:-0.7;Size:+0.6;Momentum:+0.8;LowVol:+0.3
|
MaxPos5%;NoDerivatives
| 5
| 35
| 5.6
|
hard 12%
| 228
| 20.3
|
Bear
| 33
| 3.76
| 1.2
| 150
| -71
| 18
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -33
|
BrokerD
|
MKT
| 93
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 49
| -54
| 58
| 5
| false
|
Monitor dispersion and breadth
|
P6384
|
Systematic
|
IRA
|
USD
|
2025-04-25
| 956,489
| 56,402
| 900,087
| 1
| 65
| 27.4
| 0
| 7.7
|
IEF:11.8%;XLF:18.6%;BRK.B:20.4%;HYG:9.8%;VNQ:19.0%;TSLA:20.4%
|
US:59.5;EU:17.9;APAC:12.7;EM:5.6;Other:4.3
|
Value:-0.4;Growth:-0.1;Quality:-0.4;Size:+0.5;Momentum:+0.9;LowVol:+1.0
|
MaxPos7%
| 10
| 25
| 4.2
|
trailing 9%
| 156
| 17.6
|
Bear
| 28.5
| 4.29
| 1
| 205
| -47
| 36
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -13
| -31
|
BrokerA
|
LMT
| 92
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 99
| -22
| 228
| 2
| false
|
Monitor dispersion and breadth
|
P6385
|
Hands-off
|
IRA
|
USD
|
2024-10-14
| 618,616
| 27,582
| 591,034
| 1
| 62.7
| 17.7
| 12.6
| 7
|
BND:33.3%;MSFT:33.3%;AMZN:33.3%
|
US:76.2;EU:10.5;APAC:8.1;EM:4.9;Other:0.2
|
Value:+0.7;Growth:-0.1;Quality:+0.9;Size:+0.1;Momentum:+0.8;LowVol:-0.1
|
MaxPos8%;NoDerivatives
| 5
| 30
| 5.6
|
trailing 10%
| 124
| 15.2
|
Bull
| 15.6
| 3.55
| 2.7
| 117
| 85
| 91
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| 9
|
BrokerA
|
LMT
| 85
| null | null |
Normal monitoring
| 69
| -50
| 134
| 5
| false
|
Tighten stops on momentum names
|
P6386
|
Hands-off
|
Taxable
|
USD
|
2025-05-20
| 815,057
| 49,241
| 765,816
| 1
| 73.5
| 16.7
| 4.8
| 5
|
GLD:27.1%;QQQ:27.1%;TLT:27.1%;MSFT:18.8%
|
US:73.8;EU:6.6;APAC:5.7;EM:12.4;Other:1.4
|
Value:-0.0;Growth:+0.5;Quality:-0.3;Size:+0.2;Momentum:+0.4;LowVol:+0.7
|
ESGOnly;MaxPos8%
| 6
| 25
| 3.6
|
hard 10%
| 105
| 19.3
|
Bull
| 11.2
| 4.64
| 3.3
| 72
| 29
| 50
| 51
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 16
| 6
|
BrokerD
|
VWAP
| 98
| null | null |
Normal monitoring
| 113
| 5
| 83
| 3
| false
|
Increase defensive factor exposure
|
P6387
|
Active
|
Roth
|
USD
|
2025-08-19
| 1,343,626
| 135,461
| 1,208,165
| 1
| 64.3
| 26.5
| 2.7
| 6.5
|
GLD:22.2%;BND:25.9%;AAPL:25.9%;TLT:25.9%
|
US:69.6;EU:9.2;APAC:14.1;EM:4.5;Other:2.6
|
Value:+0.6;Growth:-0.4;Quality:-1.0;Size:-0.4;Momentum:+0.5;LowVol:-0.0
|
NoDerivatives
| 6
| 25
| 4.6
|
trailing 9%
| 178
| 21.4
|
Bull
| 17.8
| 3.77
| 2.7
| 77
| 47
| 78
| 53
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 14
| -16
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| -58
| -39
| -63
| 3
| false
|
Tax-aware sells next window
|
P6388
|
Hands-off
|
IRA
|
USD
|
2024-11-12
| 628,452
| 41,760
| 586,692
| 1
| 72.9
| 17.6
| 0
| 9.6
|
VTI:23.3%;XLF:23.6%;QQQ:23.6%;VOO:19.5%;MUB:9.9%
|
US:66.1;EU:15.2;APAC:9.9;EM:4.3;Other:4.5
|
Value:+0.4;Growth:+0.2;Quality:-1.0;Size:+0.2;Momentum:-1.0;LowVol:-0.4
|
ESGOnly;NoDerivatives
| 7
| 30
| 5.9
|
trailing 10%
| 147
| 18.2
|
Sideways
| 15.2
| 4.2
| 2.9
| 115
| -5
| 32
| 62
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 9
| 3
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 36
| -16
| 67
| 5
| false
|
Monitor dispersion and breadth
|
P6389
|
Active
|
IRA
|
USD
|
2025-09-04
| 809,361
| 88,324
| 721,037
| 1
| 60
| 19.6
| 13.1
| 7.4
|
VTI:22.3%;AAPL:22.3%;HYG:13.2%;TSLA:22.3%;MUB:19.9%
|
US:69.1;EU:16.3;APAC:5.2;EM:7.0;Other:2.5
|
Value:-0.9;Growth:+0.2;Quality:-0.0;Size:+0.9;Momentum:-0.1;LowVol:-0.7
|
MaxPos7%
| 6
| 35
| 5
|
trailing 8%
| 187
| 17.4
|
Volatile
| 26.3
| 5.1
| 2.5
| 164
| -33
| 36
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 7
| 1
|
BrokerC
|
LMT
| 90
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 14
| -10
| 33
| 5
| false
|
Increase defensive factor exposure
|
P6390
|
Cautious
|
401k
|
USD
|
2025-07-11
| 804,328
| 76,761
| 727,567
| 1
| 44.1
| 39.4
| 1.9
| 14.6
|
AAPL:33.3%;AMZN:33.3%;TSLA:33.3%
|
US:68.4;EU:5.6;APAC:15.9;EM:6.2;Other:3.9
|
Value:+0.8;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:+0.1;LowVol:+0.2
|
ESGOnly;MaxPos7%;NoMargin
| 10
| 30
| 3.7
|
trailing 8%
| 102
| 16
|
Volatile
| 31.8
| 4.67
| 2.6
| 122
| 38
| 64
| 60
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -7
| -11
|
BrokerC
|
MKT
| 93
| null | null |
Normal monitoring
| 13
| -31
| -10
| 5
| false
|
Monitor dispersion and breadth
|
P6391
|
Hands-off
|
Taxable
|
USD
|
2025-11-14
| 401,601
| 19,995
| 381,606
| 1
| 61.7
| 20.9
| 11.4
| 6
|
AAPL:17.2%;BRK.B:16.9%;IEF:14.1%;BND:20.8%;TLT:16.0%;VOO:15.1%
|
US:71.9;EU:13.6;APAC:8.1;EM:3.3;Other:3.1
|
Value:+0.3;Growth:-0.9;Quality:+0.2;Size:-0.7;Momentum:+0.3;LowVol:+0.8
| null | 10
| 30
| 4.1
|
trailing 8%
| 159
| 18.9
|
Volatile
| 28.8
| 5.16
| 3.9
| 144
| 54
| 79
| 83
| true
|
Rebalance
|
Rebalance back to target bands
| -1
| 4
|
BrokerD
|
MKT
| 92
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 107
| 7
| 69
| 5
| false
|
Increase defensive factor exposure
|
P6392
|
Active
|
Trust
|
USD
|
2025-08-15
| 2,131,300
| 189,745
| 1,941,555
| 1
| 54.8
| 20.1
| 19.8
| 5.3
|
MSFT:20.6%;VTI:20.6%;TLT:11.2%;BRK.B:11.8%;MUB:20.6%;BND:15.1%
|
US:65.3;EU:12.5;APAC:9.6;EM:9.0;Other:3.7
|
Value:+0.5;Growth:-0.5;Quality:+0.2;Size:-0.4;Momentum:-0.9;LowVol:+0.5
| null | 8
| 30
| 4.5
|
trailing 9%
| 164
| 19.4
|
Volatile
| 24.5
| 4.53
| 3.7
| 170
| 42
| 82
| 63
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 11
| -25
|
BrokerD
|
MKT
| 85
| null | null |
Normal monitoring
| 12
| -34
| 133
| 5
| false
|
Tax-aware sells next window
|
P6393
|
Opportunistic
|
Roth
|
USD
|
2025-10-23
| 1,322,815
| 52,095
| 1,270,720
| 1.25
| 73.7
| 18.1
| 0
| 8.3
|
TLT:28.6%;VNQ:28.6%;MSFT:14.2%;GLD:28.6%
|
US:71.4;EU:10.5;APAC:7.6;EM:10.2;Other:0.2
|
Value:-0.1;Growth:+0.5;Quality:-0.6;Size:+0.1;Momentum:-0.7;LowVol:+0.5
| null | 8
| 35
| 7
|
hard 12%
| 212
| 33.5
|
Bull
| 11.1
| 4.44
| 3
| 114
| 16
| 46
| 38
| false
|
Buy
|
Add to core equity +1%
| -9
| 15
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 60
| -23
| 187
| 4
| false
|
Increase defensive factor exposure
|
P6394
|
Active
|
Trust
|
USD
|
2025-10-23
| 1,818,369
| 171,292
| 1,647,077
| 1
| 64.9
| 24.2
| 2.3
| 8.6
|
BRK.B:24.0%;MSFT:24.0%;IEF:23.1%;MUB:16.8%;VTI:12.2%
|
US:62.3;EU:15.0;APAC:10.0;EM:7.5;Other:5.1
|
Value:+0.6;Growth:-0.4;Quality:-0.7;Size:+0.1;Momentum:+0.7;LowVol:+0.6
|
NoDerivatives
| 7
| 30
| 5.9
|
hard 12%
| 193
| 22.2
|
Sideways
| 16.5
| 4.32
| 2.8
| 137
| 5
| 59
| 51
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -29
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| 17
| -35
| 9
| 5
| false
|
Tighten stops on momentum names
|
P6395
|
Active
|
Taxable
|
USD
|
2024-11-25
| 1,479,989
| 153,968
| 1,326,021
| 1
| 63.4
| 29.2
| 0
| 7.4
|
TSLA:20.8%;MSFT:18.5%;HYG:13.7%;AAPL:20.8%;AMZN:20.8%;VTI:5.4%
|
US:69.7;EU:7.4;APAC:14.4;EM:7.9;Other:0.5
|
Value:+1.0;Growth:-0.1;Quality:+0.8;Size:+0.1;Momentum:-0.3;LowVol:0.0
|
NoDerivatives
| 10
| 35
| 5.2
|
trailing 8%
| 181
| 25.7
|
Volatile
| 27.4
| 4.06
| 3.3
| 171
| 8
| 68
| 67
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -14
| 9
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 15
| -24
| 32
| 4
| false
|
Monitor dispersion and breadth
|
P6396
|
Cautious
|
Roth
|
USD
|
2025-06-15
| 821,641
| 65,955
| 755,686
| 1
| 36.7
| 43.9
| 2.4
| 17
|
TSLA:13.9%;BRK.B:28.7%;XLF:28.7%;HYG:28.7%
|
US:72.0;EU:8.2;APAC:9.8;EM:9.5;Other:0.5
|
Value:+0.9;Growth:-0.2;Quality:-0.2;Size:+0.7;Momentum:+0.9;LowVol:-0.5
|
NoDerivatives;NoMargin
| 8
| 35
| 3.1
|
trailing 10%
| 150
| 19.8
|
Bear
| 24
| 3.38
| 1.6
| 159
| -83
| 5
| 45
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -11
| -21
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 107
| 20
| 242
| 5
| false
|
Tighten stops on momentum names
|
P6397
|
Hands-off
|
Trust
|
USD
|
2025-12-19
| 207,371
| 13,159
| 194,212
| 1
| 56.6
| 27.2
| 10.4
| 5.8
|
VTI:25.6%;BRK.B:25.6%;MSFT:23.2%;TSLA:25.6%
|
US:60.8;EU:14.1;APAC:12.9;EM:10.8;Other:1.4
|
Value:+0.6;Growth:+0.5;Quality:-0.2;Size:+0.4;Momentum:-0.5;LowVol:-0.3
|
ESGOnly
| 10
| 30
| 3.9
|
trailing 8%
| 120
| 14.3
|
Bull
| 11.2
| 3.8
| 2.6
| 72
| 69
| 82
| 30
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| -4
|
BrokerB
|
MKT
| 88
| null | null |
Normal monitoring
| 30
| -19
| 22
| 4
| false
|
Tax-aware sells next window
|
P6398
|
Opportunistic
|
IRA
|
USD
|
2024-07-14
| 899,741
| 64,016
| 835,725
| 1.19
| 74
| 20.4
| 1
| 4.6
|
HYG:23.7%;TSLA:14.3%;GLD:10.3%;AAPL:14.0%;XLF:23.5%;BRK.B:14.1%
|
US:67.7;EU:6.7;APAC:14.9;EM:7.8;Other:2.9
|
Value:+0.8;Growth:-0.1;Quality:-1.0;Size:-0.1;Momentum:+0.2;LowVol:+0.9
| null | 5
| 35
| 4.6
|
hard 12%
| 200
| 20.4
|
Bull
| 15.9
| 3.74
| 3.4
| 82
| 43
| 80
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| -9
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| -55
| -43
| 27
| 4
| false
|
Within IPS guidelines
|
P6399
|
Active
|
Trust
|
USD
|
2025-02-07
| 1,682,023
| 177,320
| 1,504,703
| 1
| 55.3
| 29.1
| 8
| 7.6
|
HYG:10.0%;VOO:9.2%;XLF:21.0%;TSLA:21.0%;AAPL:21.0%;VTI:17.9%
|
US:76.2;EU:5.8;APAC:6.4;EM:8.7;Other:2.9
|
Value:-0.6;Growth:-1.0;Quality:-0.9;Size:+0.6;Momentum:-0.3;LowVol:+0.4
| null | 7
| 35
| 5
|
hard 12%
| 160
| 26.9
|
Sideways
| 14.4
| 3.59
| 3
| 108
| -4
| 53
| 39
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| 2
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| -1
| 8
| -4
| 5
| false
|
Tax-aware sells next window
|
P6400
|
Hands-off
|
IRA
|
USD
|
2025-12-11
| 880,047
| 53,134
| 826,913
| 1
| 63.9
| 21.7
| 7.8
| 6.6
|
BRK.B:7.6%;AAPL:21.9%;VOO:9.1%;MSFT:19.0%;BND:21.9%;AMZN:20.5%
|
US:71.6;EU:8.7;APAC:6.7;EM:10.1;Other:3.0
|
Value:-0.0;Growth:-0.2;Quality:-0.6;Size:+0.1;Momentum:-0.6;LowVol:+0.3
|
MaxPos8%;NoDerivatives
| 5
| 35
| 4.4
|
hard 10%
| 127
| 16.8
|
Bull
| 16.6
| 4.77
| 3.3
| 94
| 116
| 100
| 60
| false
|
Buy
|
Add to core equity +1%
| -15
| -26
|
BrokerD
|
MKT
| 97
| null | null |
Normal monitoring
| 38
| -38
| 112
| 4
| false
|
Tax-aware sells next window
|
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