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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7201
|
Active
|
Taxable
|
USD
|
2024-08-22
| 1,950,549
| 139,248
| 1,811,301
| 1
| 55.9
| 29.9
| 8.6
| 5.6
|
VNQ:15.6%;BRK.B:21.8%;GLD:7.0%;MSFT:21.8%;AAPL:12.0%;VOO:21.8%
|
US:70.9;EU:7.0;APAC:8.9;EM:11.0;Other:2.2
|
Value:+0.2;Growth:-0.5;Quality:+0.9;Size:-0.1;Momentum:+0.9;LowVol:+0.6
| null | 6
| 30
| 5.5
|
trailing 9%
| 130
| 16.3
|
Volatile
| 21.7
| 4.58
| 3.8
| 134
| 46
| 81
| 54
| false
|
NoAction
|
Within bands; monitor
| -3
| -28
|
BrokerB
|
MKT
| 0
| null | null |
Normal monitoring
| -14
| -39
| -51
| 5
| false
|
Tighten stops on momentum names
|
P7202
|
Cautious
|
IRA
|
USD
|
2025-02-17
| 367,381
| 36,882
| 330,499
| 1
| 36.8
| 36.8
| 8.8
| 17.5
|
HYG:23.1%;VNQ:23.1%;IEF:16.9%;VOO:23.1%;AMZN:13.8%
|
US:63.4;EU:16.0;APAC:10.0;EM:9.9;Other:0.7
|
Value:+0.8;Growth:+1.0;Quality:+0.6;Size:-0.7;Momentum:-0.5;LowVol:+0.4
|
ESGOnly;NoMargin
| 5
| 25
| 4
|
hard 10%
| 112
| 12.6
|
Volatile
| 31.5
| 3.69
| 4
| 131
| 2
| 36
| 64
| false
|
NoAction
|
Within bands; monitor
| 30
| 5
|
BrokerA
|
LMT
| 94
| null | null |
Normal monitoring
| 41
| -40
| 5
| 3
| false
|
Increase defensive factor exposure
|
P7203
|
Cautious
|
Roth
|
USD
|
2024-12-21
| 244,112
| 31,407
| 212,705
| 1
| 46.7
| 39.7
| 0
| 13.6
|
BND:18.8%;TLT:15.6%;TSLA:17.5%;QQQ:16.2%;XLF:20.7%;MUB:11.2%
|
US:65.8;EU:14.9;APAC:8.9;EM:7.3;Other:3.1
|
Value:+0.6;Growth:+0.5;Quality:+0.5;Size:+0.9;Momentum:+0.5;LowVol:+0.7
|
NoMargin
| 6
| 25
| 5.4
|
trailing 8%
| 110
| 14.9
|
Bull
| 17.9
| 4.25
| 2.7
| 98
| 57
| 63
| 47
| false
|
Buy
|
Add to core equity +1%
| 14
| 15
|
BrokerA
|
VWAP
| 97
| null | null |
Normal monitoring
| -23
| 13
| -6
| 4
| false
|
Within IPS guidelines
|
P7204
|
Active
|
401k
|
USD
|
2025-03-26
| 2,374,833
| 258,730
| 2,116,103
| 1
| 54.9
| 28
| 9.5
| 7.6
|
MSFT:33.7%;VOO:33.7%;VTI:32.5%
|
US:71.0;EU:8.3;APAC:14.1;EM:6.2;Other:0.5
|
Value:-0.6;Growth:-0.8;Quality:-0.6;Size:+0.2;Momentum:+0.6;LowVol:-0.5
|
MaxPos8%;NoDerivatives
| 5
| 30
| 5.7
|
hard 12%
| 216
| 26.4
|
Volatile
| 25.7
| 4.09
| 3.7
| 131
| -35
| 19
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -21
|
BrokerD
|
MKT
| 88
| null | null |
Normal monitoring
| -19
| 10
| -56
| 4
| false
|
Monitor dispersion and breadth
|
P7205
|
Cautious
|
Trust
|
USD
|
2024-08-17
| 866,422
| 72,799
| 793,623
| 1
| 39.6
| 35.5
| 14.4
| 10.5
|
HYG:33.3%;MSFT:33.3%;VTI:33.3%
|
US:59.0;EU:18.5;APAC:9.3;EM:13.0;Other:0.2
|
Value:+0.9;Growth:-0.7;Quality:+0.7;Size:-0.9;Momentum:+0.1;LowVol:-0.9
|
ESGOnly;MaxPos5%;NoMargin
| 7
| 30
| 3.9
|
trailing 8%
| 90
| 19.9
|
Bear
| 31
| 3.68
| 2.7
| 167
| -54
| 19
| 56
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 35
| -36
|
BrokerD
|
LMT
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 27
| 20
| 144
| 3
| false
|
Tax-aware sells next window
|
P7206
|
Active
|
Roth
|
USD
|
2025-12-23
| 1,848,379
| 142,329
| 1,706,050
| 1.1
| 67.4
| 24.2
| 2.2
| 6.3
|
AMZN:20.9%;VNQ:21.6%;HYG:21.6%;VOO:14.3%;TLT:21.6%
|
US:73.1;EU:11.7;APAC:11.7;EM:2.9;Other:0.6
|
Value:+0.7;Growth:-0.5;Quality:+0.1;Size:+0.2;Momentum:+0.8;LowVol:-0.0
|
MaxPos7%
| 5
| 25
| 5.9
|
hard 12%
| 184
| 22.9
|
Bull
| 16.8
| 4.19
| 2.6
| 79
| 99
| 100
| 53
| false
|
Buy
|
Add to core equity +1%
| 9
| 4
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| 5
| -24
| 80
| 4
| false
|
Tighten stops on momentum names
|
P7207
|
Cautious
|
Trust
|
USD
|
2025-10-31
| 573,970
| 51,980
| 521,990
| 1
| 44.4
| 42.5
| 0
| 13.1
|
VTI:23.4%;MSFT:10.2%;MUB:23.4%;VOO:19.6%;GLD:23.4%
|
US:74.3;EU:8.2;APAC:12.8;EM:3.3;Other:1.4
|
Value:+0.2;Growth:-0.2;Quality:-0.4;Size:+0.3;Momentum:-0.0;LowVol:-0.0
|
NoDerivatives;NoMargin
| 10
| 25
| 5.7
|
trailing 8%
| 161
| 19.4
|
Volatile
| 22.3
| 3.55
| 2.1
| 142
| -52
| 25
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 5
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| 24
| -11
| 108
| 3
| false
|
Increase defensive factor exposure
|
P7208
|
Cautious
|
Taxable
|
USD
|
2024-07-24
| 214,325
| 23,596
| 190,729
| 1
| 45.9
| 36
| 4.9
| 13.2
|
MSFT:21.6%;GLD:16.6%;MUB:21.6%;VTI:12.5%;XLF:18.2%;IEF:9.6%
|
US:64.6;EU:17.0;APAC:6.6;EM:7.7;Other:4.1
|
Value:+0.7;Growth:-0.9;Quality:+0.5;Size:-0.4;Momentum:-0.5;LowVol:-0.5
|
ESGOnly;MaxPos8%;NoDerivatives;NoMargin
| 10
| 35
| 4.3
|
hard 10%
| 92
| 16.1
|
Bear
| 22.5
| 4.41
| 2.9
| 174
| -46
| 31
| 56
| false
|
Buy
|
Add to core equity +1%
| 1
| -14
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| -50
| -44
| -63
| 4
| false
|
Tax-aware sells next window
|
P7209
|
Opportunistic
|
Trust
|
USD
|
2024-10-14
| 1,564,463
| 59,928
| 1,504,535
| 1.17
| 66.9
| 17.5
| 9.7
| 5.8
|
AMZN:25.0%;XLF:25.0%;TSLA:25.0%;VOO:25.0%
|
US:61.4;EU:18.3;APAC:9.5;EM:6.6;Other:4.2
|
Value:-0.5;Growth:+0.8;Quality:-0.2;Size:+0.1;Momentum:+0.1;LowVol:-0.1
| null | 7
| 25
| 5.3
|
trailing 7%
| 197
| 28.9
|
Bull
| 15.1
| 3.81
| 3.3
| 103
| 15
| 52
| 45
| false
|
Sell
|
Trim extended winner -1%
| 34
| -22
|
BrokerA
|
LMT
| 100
| null | null |
Normal monitoring
| 64
| -9
| 65
| 5
| false
|
Within IPS guidelines
|
P7210
|
Systematic
|
401k
|
USD
|
2024-08-28
| 441,668
| 42,383
| 399,285
| 1
| 59.7
| 27
| 8.1
| 5.2
|
BRK.B:25.0%;AMZN:25.0%;IEF:25.0%;AAPL:25.0%
|
US:65.6;EU:13.6;APAC:10.3;EM:8.4;Other:2.1
|
Value:-0.7;Growth:-0.7;Quality:-0.8;Size:-0.8;Momentum:0.0;LowVol:+0.1
| null | 10
| 30
| 4.5
|
hard 12%
| 183
| 25.8
|
Volatile
| 30.4
| 5.33
| 4.3
| 139
| 40
| 85
| 79
| true
|
Rebalance
|
Rebalance back to target bands
| -7
| -5
|
BrokerD
|
LMT
| 90
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 15
| -24
| 19
| 5
| false
|
Within IPS guidelines
|
P7211
|
Hands-off
|
Trust
|
USD
|
2025-04-07
| 204,604
| 16,945
| 187,659
| 1
| 69
| 15.5
| 6.7
| 8.7
|
VNQ:15.7%;IEF:15.8%;BND:23.8%;GLD:23.8%;TLT:20.9%
|
US:68.2;EU:9.4;APAC:10.0;EM:10.2;Other:2.2
|
Value:-0.7;Growth:+0.6;Quality:+0.3;Size:+0.6;Momentum:+0.5;LowVol:-0.6
|
ESGOnly;MaxPos5%;NoDerivatives
| 6
| 30
| 5.3
|
trailing 8%
| 98
| 16.3
|
Bull
| 11
| 3.75
| 2.1
| 94
| 108
| 100
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -13
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| -11
| -12
| 37
| 3
| false
|
Monitor dispersion and breadth
|
P7212
|
Active
|
Taxable
|
USD
|
2025-06-25
| 1,220,168
| 143,697
| 1,076,471
| 1
| 58
| 28.9
| 6.9
| 6.2
|
BND:25.3%;IEF:15.8%;QQQ:11.1%;GLD:25.3%;MUB:22.5%
|
US:67.2;EU:8.6;APAC:12.0;EM:9.7;Other:2.5
|
Value:+0.9;Growth:+0.9;Quality:+0.4;Size:+0.2;Momentum:+0.2;LowVol:-0.8
|
MaxPos6%;NoDerivatives
| 7
| 30
| 5.3
|
trailing 9%
| 177
| 22.5
|
Volatile
| 27.6
| 4.42
| 2.6
| 156
| -42
| 42
| 62
| false
|
Sell
|
Trim extended winner -1%
| -14
| 10
|
BrokerB
|
LMT
| 88
| null | null |
Normal monitoring
| 53
| -25
| 142
| 5
| false
|
Monitor dispersion and breadth
|
P7213
|
Active
|
Trust
|
USD
|
2025-04-19
| 1,341,362
| 136,696
| 1,204,666
| 1
| 57.7
| 28.4
| 4.2
| 9.8
|
XLF:24.1%;BND:18.1%;MSFT:11.7%;IEF:22.1%;AAPL:24.1%
|
US:69.4;EU:5.9;APAC:16.3;EM:7.2;Other:1.2
|
Value:-0.3;Growth:+0.7;Quality:0.0;Size:+0.3;Momentum:+0.9;LowVol:+0.1
|
MaxPos6%
| 6
| 25
| 5.8
|
trailing 8%
| 132
| 19.7
|
Volatile
| 30.5
| 4.59
| 2.7
| 160
| 54
| 66
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 33
| -13
|
BrokerB
|
VWAP
| 90
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 5
| -18
| 64
| 3
| false
|
Increase defensive factor exposure
|
P7214
|
Active
|
Trust
|
USD
|
2025-04-27
| 673,857
| 59,677
| 614,180
| 1
| 65.5
| 25.4
| 0
| 9.1
|
MSFT:13.3%;TLT:14.2%;XLF:15.6%;VOO:16.5%;IEF:20.4%;MUB:20.0%
|
US:63.5;EU:8.9;APAC:13.6;EM:13.8;Other:0.1
|
Value:-0.8;Growth:-0.8;Quality:-0.4;Size:+0.1;Momentum:+0.4;LowVol:+0.6
| null | 6
| 30
| 4.8
|
hard 12%
| 180
| 25.7
|
Bear
| 23
| 4.21
| 1.3
| 158
| -119
| 5
| 55
| false
|
Sell
|
Trim extended winner -1%
| 30
| -22
|
BrokerC
|
LMT
| 92
| null | null |
Normal monitoring
| 37
| 8
| 46
| 5
| false
|
Increase defensive factor exposure
|
P7215
|
Opportunistic
|
IRA
|
USD
|
2025-11-10
| 332,424
| 11,358
| 321,066
| 1
| 63.3
| 16.9
| 12.9
| 6.8
|
IEF:21.1%;AAPL:14.7%;VOO:18.5%;AMZN:13.1%;GLD:21.1%;TLT:11.5%
|
US:66.8;EU:6.0;APAC:14.4;EM:9.2;Other:3.7
|
Value:+0.4;Growth:-0.2;Quality:+0.8;Size:-0.3;Momentum:-0.7;LowVol:+0.5
| null | 6
| 30
| 6.7
|
trailing 7%
| 167
| 20.5
|
Bull
| 16.9
| 4.07
| 3.4
| 95
| 79
| 94
| 44
| false
|
Sell
|
Trim extended winner -1%
| 14
| 14
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 75
| -18
| 153
| 4
| false
|
Tax-aware sells next window
|
P7216
|
Cautious
|
Trust
|
USD
|
2025-03-30
| 325,260
| 41,132
| 284,128
| 1
| 35.5
| 31.7
| 15.8
| 17.1
|
HYG:33.3%;VOO:33.3%;AAPL:33.3%
|
US:69.2;EU:12.3;APAC:7.1;EM:8.8;Other:2.6
|
Value:-0.0;Growth:+0.9;Quality:+0.5;Size:+0.5;Momentum:+0.2;LowVol:-0.2
|
ESGOnly;MaxPos8%;NoMargin
| 10
| 35
| 4.3
|
trailing 10%
| 112
| 18.5
|
Bull
| 14.7
| 4.07
| 2.7
| 78
| 54
| 75
| 32
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| 14
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| 90
| -39
| 136
| 5
| false
|
Increase defensive factor exposure
|
P7217
|
Hands-off
|
IRA
|
USD
|
2025-04-08
| 567,518
| 47,171
| 520,347
| 1
| 64.6
| 27.2
| 0
| 8.2
|
VNQ:16.4%;TSLA:21.1%;MUB:17.7%;QQQ:8.0%;TLT:21.1%;HYG:15.8%
|
US:70.8;EU:15.8;APAC:8.7;EM:3.2;Other:1.5
|
Value:-0.3;Growth:-0.0;Quality:+0.9;Size:+0.7;Momentum:-0.5;LowVol:+0.9
| null | 10
| 30
| 6
|
trailing 8%
| 158
| 13.7
|
Bull
| 15.1
| 4.62
| 3.2
| 109
| 104
| 100
| 49
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -12
| -25
|
BrokerC
|
MKT
| 99
| null | null |
Normal monitoring
| 39
| 3
| 69
| 3
| false
|
Tax-aware sells next window
|
P7218
|
Hands-off
|
Taxable
|
USD
|
2024-08-22
| 378,904
| 32,235
| 346,669
| 1
| 62.6
| 20
| 8.7
| 8.6
|
XLF:20.2%;TSLA:15.9%;BND:20.3%;GLD:17.3%;MSFT:11.0%;MUB:15.3%
|
US:70.3;EU:10.5;APAC:9.6;EM:7.3;Other:2.2
|
Value:+0.9;Growth:+0.4;Quality:+0.8;Size:-0.9;Momentum:+0.6;LowVol:+0.6
|
MaxPos8%;NoDerivatives
| 10
| 30
| 3.3
|
trailing 8%
| 139
| 14.5
|
Bull
| 15.8
| 3.83
| 2.5
| 116
| 113
| 100
| 52
| false
|
Buy
|
Add to core equity +1%
| 18
| -19
|
BrokerA
|
VWAP
| 95
| null | null |
Normal monitoring
| 82
| -46
| 111
| 5
| false
|
Increase defensive factor exposure
|
P7219
|
Cautious
|
IRA
|
USD
|
2025-06-29
| 398,585
| 58,506
| 340,079
| 1
| 42.6
| 38.2
| 8.7
| 10.5
|
BRK.B:33.3%;IEF:33.3%;QQQ:33.3%
|
US:65.0;EU:11.7;APAC:14.0;EM:5.2;Other:4.1
|
Value:-0.6;Growth:+0.5;Quality:-0.9;Size:+0.8;Momentum:-0.2;LowVol:+0.2
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 30
| 3.8
|
trailing 8%
| 142
| 17.9
|
Volatile
| 28.2
| 4.24
| 3.1
| 111
| -6
| 59
| 55
| false
|
Buy
|
Add to core equity +1%
| -4
| -39
|
BrokerC
|
MKT
| 91
| null | null |
Normal monitoring
| 35
| -47
| 95
| 5
| false
|
Monitor dispersion and breadth
|
P7220
|
Systematic
|
IRA
|
USD
|
2024-12-10
| 879,848
| 54,575
| 825,273
| 1
| 60.1
| 26.2
| 5.8
| 7.9
|
BND:25.0%;MUB:25.0%;QQQ:25.0%;GLD:25.0%
|
US:71.1;EU:6.7;APAC:12.5;EM:7.3;Other:2.3
|
Value:-0.4;Growth:+0.4;Quality:+0.3;Size:-0.0;Momentum:-0.6;LowVol:+0.1
|
MaxPos6%;NoDerivatives
| 6
| 25
| 4.1
|
trailing 9%
| 145
| 16.5
|
Bull
| 15.7
| 4.94
| 3.3
| 90
| 34
| 81
| 50
| false
|
Sell
|
Trim extended winner -1%
| 7
| -35
|
BrokerC
|
MKT
| 97
| null | null |
Normal monitoring
| 49
| -12
| 177
| 5
| false
|
Tax-aware sells next window
|
P7221
|
Hands-off
|
Taxable
|
USD
|
2024-09-05
| 599,842
| 53,436
| 546,406
| 1
| 60
| 20
| 13.3
| 6.8
|
QQQ:26.2%;XLF:26.2%;BRK.B:26.2%;AMZN:21.4%
|
US:64.0;EU:16.4;APAC:8.4;EM:8.6;Other:2.7
|
Value:-0.4;Growth:+0.3;Quality:+0.7;Size:+0.4;Momentum:+0.8;LowVol:+0.8
|
ESGOnly;MaxPos8%
| 7
| 30
| 3.9
|
trailing 8%
| 166
| 15.2
|
Bear
| 34
| 4.29
| 2
| 175
| 14
| 66
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| 8
|
BrokerA
|
VWAP
| 87
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -7
| -22
| 33
| 4
| false
|
Monitor dispersion and breadth
|
P7222
|
Cautious
|
Roth
|
USD
|
2025-07-16
| 392,109
| 62,665
| 329,444
| 1
| 52.7
| 31.4
| 1.1
| 14.7
|
TLT:23.7%;VNQ:11.4%;BRK.B:23.7%;TSLA:18.8%;AAPL:22.3%
|
US:59.0;EU:16.7;APAC:9.2;EM:9.9;Other:5.2
|
Value:-0.8;Growth:+0.8;Quality:-0.4;Size:-0.8;Momentum:+0.4;LowVol:-0.1
|
NoMargin
| 8
| 35
| 4.1
|
trailing 10%
| 135
| 14.6
|
Sideways
| 17.2
| 4.5
| 3.1
| 106
| -6
| 52
| 50
| false
|
NoAction
|
Within bands; monitor
| 35
| -18
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 31
| 6
| 10
| 4
| false
|
Monitor dispersion and breadth
|
P7223
|
Active
|
IRA
|
USD
|
2025-08-13
| 1,463,140
| 146,396
| 1,316,744
| 1
| 68.6
| 21.7
| 0
| 9.7
|
TLT:25.4%;TSLA:25.4%;AMZN:25.4%;MSFT:23.9%
|
US:76.1;EU:8.4;APAC:9.2;EM:4.9;Other:1.5
|
Value:+0.6;Growth:+0.9;Quality:+0.5;Size:0.0;Momentum:-0.9;LowVol:+0.8
|
NoDerivatives
| 5
| 35
| 4.2
|
trailing 8%
| 226
| 20.4
|
Volatile
| 22.6
| 3.93
| 3.6
| 138
| -10
| 36
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -31
|
BrokerD
|
MKT
| 87
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 106
| -33
| 211
| 4
| false
|
Increase defensive factor exposure
|
P7224
|
Hands-off
|
401k
|
USD
|
2025-06-26
| 556,252
| 28,826
| 527,426
| 1
| 60.2
| 24.4
| 10.2
| 5.3
|
IEF:21.3%;MUB:15.7%;TSLA:12.5%;VTI:20.1%;BND:18.6%;GLD:11.8%
|
US:66.4;EU:13.6;APAC:8.6;EM:7.5;Other:3.9
|
Value:-0.2;Growth:+0.4;Quality:-0.4;Size:+0.2;Momentum:+0.6;LowVol:-0.7
|
MaxPos7%
| 10
| 30
| 3.1
|
trailing 8%
| 133
| 18
|
Volatile
| 20.4
| 5.5
| 2.7
| 153
| -45
| 41
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -3
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| -5
| -23
| -44
| 5
| false
|
Increase defensive factor exposure
|
P7225
|
Active
|
Trust
|
USD
|
2024-08-13
| 520,251
| 46,050
| 474,201
| 1
| 53.4
| 26.3
| 11.6
| 8.8
|
QQQ:33.3%;IEF:33.3%;MUB:33.3%
|
US:67.2;EU:13.4;APAC:11.4;EM:3.4;Other:4.7
|
Value:+0.8;Growth:-0.9;Quality:-0.6;Size:+0.3;Momentum:+0.2;LowVol:-0.5
| null | 7
| 35
| 5.4
|
hard 12%
| 163
| 22.6
|
Volatile
| 24.7
| 5.24
| 2.9
| 162
| 72
| 93
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| 4
|
BrokerA
|
MKT
| 86
| null | null |
Normal monitoring
| 15
| -22
| -17
| 3
| false
|
Tighten stops on momentum names
|
P7226
|
Cautious
|
Trust
|
USD
|
2024-07-25
| 510,512
| 62,223
| 448,289
| 1
| 44
| 43.2
| 0
| 12.8
|
GLD:15.0%;IEF:10.0%;VTI:14.5%;TLT:20.7%;BND:20.7%;MSFT:19.1%
|
US:72.9;EU:7.0;APAC:13.9;EM:5.8;Other:0.5
|
Value:+0.7;Growth:+1.0;Quality:-1.0;Size:-0.4;Momentum:+0.6;LowVol:+0.6
|
ESGOnly;NoMargin
| 6
| 35
| 4.8
|
hard 10%
| 137
| 15.6
|
Bear
| 32.2
| 3.05
| 1.4
| 160
| -67
| 13
| 77
| true
|
Hedge
|
Buy index puts 1% notional
| 3
| -38
|
BrokerA
|
MKT
| 93
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 51
| -46
| 36
| 2
| false
|
Within IPS guidelines
|
P7227
|
Hands-off
|
Trust
|
USD
|
2025-08-08
| 836,739
| 63,060
| 773,679
| 1
| 64.3
| 25
| 2.9
| 7.7
|
IEF:33.3%;QQQ:33.3%;VNQ:33.3%
|
US:67.0;EU:9.3;APAC:8.2;EM:12.6;Other:2.9
|
Value:-1.0;Growth:-0.6;Quality:-0.6;Size:+0.3;Momentum:+0.1;LowVol:+0.4
|
MaxPos8%;NoDerivatives
| 10
| 35
| 3.6
|
trailing 8%
| 97
| 13.1
|
Sideways
| 19.7
| 3.7
| 2.5
| 121
| 42
| 64
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 35
| 4
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| -33
| -20
| -9
| 4
| false
|
Monitor dispersion and breadth
|
P7228
|
Hands-off
|
Trust
|
USD
|
2024-12-11
| 794,179
| 69,337
| 724,842
| 1
| 68.8
| 20.6
| 2.8
| 7.7
|
VOO:33.3%;XLF:33.3%;HYG:33.3%
|
US:60.5;EU:15.9;APAC:10.4;EM:8.5;Other:4.7
|
Value:+0.3;Growth:+1.0;Quality:-0.7;Size:-0.4;Momentum:+0.4;LowVol:-0.3
|
ESGOnly
| 10
| 35
| 4.8
|
hard 10%
| 123
| 18.2
|
Sideways
| 21.3
| 3.76
| 2.7
| 125
| 52
| 71
| 65
| false
|
Sell
|
Trim extended winner -1%
| 18
| 1
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 29
| 4
| 63
| 5
| false
|
Within IPS guidelines
|
P7229
|
Hands-off
|
Trust
|
USD
|
2024-10-10
| 886,529
| 65,826
| 820,703
| 1
| 60.6
| 28.9
| 1.5
| 9
|
IEF:9.8%;QQQ:16.8%;XLF:21.1%;AMZN:20.6%;TSLA:21.1%;GLD:10.7%
|
US:57.9;EU:14.9;APAC:11.7;EM:11.8;Other:3.8
|
Value:-0.1;Growth:+0.6;Quality:-0.4;Size:-0.9;Momentum:+0.8;LowVol:+0.3
|
MaxPos7%
| 6
| 35
| 3.2
|
trailing 8%
| 170
| 15.5
|
Sideways
| 15.3
| 3.86
| 3.3
| 114
| 25
| 51
| 45
| false
|
Buy
|
Add to core equity +1%
| 22
| -36
|
BrokerB
|
VWAP
| 95
| null | null |
Normal monitoring
| -53
| 8
| 31
| 4
| false
|
Tax-aware sells next window
|
P7230
|
Systematic
|
Roth
|
USD
|
2025-08-03
| 1,108,777
| 78,498
| 1,030,279
| 1
| 62.7
| 29.3
| 0
| 7.9
|
VOO:10.3%;TLT:23.8%;XLF:23.8%;VTI:23.8%;QQQ:18.4%
|
US:59.6;EU:17.1;APAC:8.0;EM:10.8;Other:4.5
|
Value:-0.6;Growth:-0.6;Quality:+0.6;Size:+0.6;Momentum:+0.9;LowVol:-0.2
|
NoDerivatives
| 8
| 25
| 5.7
|
hard 12%
| 166
| 27.3
|
Bull
| 14
| 4.59
| 3.5
| 83
| 34
| 75
| 52
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| -13
|
BrokerB
|
MKT
| 97
| null | null |
Normal monitoring
| 85
| -22
| 60
| 4
| false
|
Tighten stops on momentum names
|
P7231
|
Systematic
|
401k
|
USD
|
2025-05-27
| 1,870,207
| 87,209
| 1,782,998
| 1
| 61
| 26
| 5.2
| 7.8
|
QQQ:11.6%;VOO:22.6%;MSFT:22.6%;MUB:21.8%;TSLA:21.4%
|
US:70.9;EU:10.2;APAC:9.0;EM:7.5;Other:2.5
|
Value:-0.6;Growth:+0.1;Quality:+0.2;Size:-1.0;Momentum:-0.4;LowVol:+0.5
| null | 6
| 30
| 4.9
|
trailing 9%
| 225
| 21.7
|
Bear
| 29.7
| 3.22
| 2.8
| 213
| -82
| 22
| 69
| false
|
Buy
|
Add to core equity +1%
| 31
| -16
|
BrokerD
|
LMT
| 92
| null | null |
Normal monitoring
| 85
| -39
| 186
| 5
| false
|
Increase defensive factor exposure
|
P7232
|
Cautious
|
401k
|
USD
|
2025-01-24
| 417,779
| 62,120
| 355,659
| 1
| 39.3
| 38.8
| 8.6
| 13.2
|
HYG:33.3%;XLF:33.3%;TLT:33.3%
|
US:74.6;EU:5.5;APAC:13.2;EM:5.6;Other:1.0
|
Value:-0.0;Growth:+0.6;Quality:+0.8;Size:+0.7;Momentum:+0.5;LowVol:+0.3
|
ESGOnly;MaxPos5%;NoMargin
| 7
| 25
| 3.3
|
trailing 8%
| 105
| 18.3
|
Bull
| 13.7
| 4.43
| 2.4
| 74
| 0
| 57
| 22
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -8
| 5
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 61
| -32
| 151
| 3
| false
|
Monitor dispersion and breadth
|
P7233
|
Cautious
|
IRA
|
USD
|
2025-10-22
| 713,439
| 112,082
| 601,357
| 1
| 35.9
| 33.5
| 17.4
| 13.2
|
AAPL:13.5%;HYG:28.8%;IEF:28.8%;TLT:28.8%
|
US:53.9;EU:16.0;APAC:14.6;EM:10.9;Other:4.7
|
Value:+0.3;Growth:+0.2;Quality:+0.8;Size:-1.0;Momentum:+0.7;LowVol:+0.8
|
ESGOnly;NoMargin
| 8
| 30
| 5.6
|
trailing 8%
| 139
| 17.6
|
Volatile
| 31.8
| 4.28
| 3.2
| 152
| -52
| 18
| 57
| false
|
Buy
|
Add to core equity +1%
| -6
| -38
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| 75
| 19
| 91
| 4
| false
|
Monitor dispersion and breadth
|
P7234
|
Opportunistic
|
401k
|
USD
|
2025-07-17
| 1,667,410
| 114,592
| 1,552,818
| 1
| 60.7
| 14.7
| 16.5
| 8
|
TSLA:12.6%;XLF:18.3%;BND:20.7%;GLD:15.8%;VNQ:21.4%;AMZN:11.2%
|
US:62.5;EU:14.8;APAC:9.4;EM:10.7;Other:2.5
|
Value:+0.3;Growth:-0.7;Quality:-0.6;Size:+0.3;Momentum:+0.8;LowVol:+0.7
|
NoDerivatives
| 7
| 25
| 6.5
|
trailing 7%
| 252
| 29.1
|
Volatile
| 26.1
| 4.56
| 2.2
| 180
| 70
| 71
| 75
| true
|
Rebalance
|
Rebalance back to target bands
| 17
| -32
|
BrokerB
|
LMT
| 94
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -3
| -51
| -32
| 3
| false
|
Tax-aware sells next window
|
P7235
|
Cautious
|
Roth
|
USD
|
2024-08-06
| 352,540
| 47,948
| 304,592
| 1
| 41
| 41.4
| 6.5
| 11.2
|
TSLA:35.2%;VTI:29.7%;GLD:35.2%
|
US:67.1;EU:11.7;APAC:6.0;EM:9.8;Other:5.3
|
Value:-1.0;Growth:+0.9;Quality:0.0;Size:+0.9;Momentum:-0.3;LowVol:+0.1
|
NoDerivatives;NoMargin
| 6
| 30
| 4
|
trailing 8%
| 142
| 18.9
|
Bear
| 24.6
| 3.62
| 1.3
| 164
| -31
| 43
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| -40
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| 106
| -57
| 203
| 5
| false
|
Within IPS guidelines
|
P7236
|
Systematic
|
401k
|
USD
|
2025-07-04
| 888,529
| 41,244
| 847,285
| 1
| 67.6
| 21.8
| 0.7
| 9.9
|
VOO:12.7%;QQQ:20.7%;HYG:15.8%;XLF:14.2%;VTI:20.7%;TSLA:15.8%
|
US:69.4;EU:8.5;APAC:9.6;EM:9.9;Other:2.6
|
Value:-0.4;Growth:+0.5;Quality:-0.3;Size:+1.0;Momentum:+0.1;LowVol:-0.3
|
NoDerivatives
| 5
| 30
| 5.6
|
trailing 8%
| 211
| 27.9
|
Bull
| 14.6
| 4.49
| 2.3
| 112
| 88
| 96
| 54
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| 8
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| 22
| -27
| 117
| 3
| false
|
Tax-aware sells next window
|
P7237
|
Active
|
Taxable
|
USD
|
2025-08-16
| 1,457,344
| 145,971
| 1,311,373
| 1.07
| 62.4
| 22.8
| 5.1
| 9.6
|
AMZN:15.7%;VNQ:25.1%;MSFT:29.6%;MUB:29.6%
|
US:71.2;EU:10.2;APAC:6.5;EM:10.0;Other:2.1
|
Value:-0.4;Growth:+1.0;Quality:+0.4;Size:+0.9;Momentum:-0.9;LowVol:+0.8
| null | 7
| 35
| 4.8
|
trailing 8%
| 220
| 17.2
|
Volatile
| 24.8
| 5.26
| 2.8
| 132
| 38
| 65
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 23
| 3
|
BrokerB
|
MKT
| 95
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 78
| 10
| 96
| 4
| false
|
Monitor dispersion and breadth
|
P7238
|
Active
|
Roth
|
USD
|
2025-11-27
| 2,352,092
| 262,767
| 2,089,325
| 1
| 55.7
| 24.9
| 11.4
| 8
|
QQQ:19.5%;MUB:15.0%;BRK.B:24.1%;MSFT:17.3%;TSLA:24.1%
|
US:60.5;EU:9.5;APAC:15.8;EM:12.8;Other:1.4
|
Value:-1.0;Growth:-0.7;Quality:-1.0;Size:-0.2;Momentum:+0.3;LowVol:-0.4
| null | 6
| 35
| 5.6
|
hard 12%
| 198
| 24.8
|
Volatile
| 27.9
| 5.07
| 3
| 153
| 61
| 89
| 76
| true
|
Rebalance
|
Rebalance back to target bands
| 16
| -25
|
BrokerB
|
LMT
| 96
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 4
| -26
| 122
| 2
| false
|
Monitor dispersion and breadth
|
P7239
|
Systematic
|
Taxable
|
USD
|
2025-04-27
| 1,857,101
| 87,535
| 1,769,566
| 1
| 67.2
| 20.5
| 2.5
| 9.8
|
MUB:33.3%;VNQ:33.3%;AMZN:33.3%
|
US:60.4;EU:17.3;APAC:9.4;EM:9.3;Other:3.6
|
Value:0.0;Growth:+0.7;Quality:-0.8;Size:+0.9;Momentum:+0.7;LowVol:-0.2
|
MaxPos8%;NoDerivatives
| 10
| 25
| 4.2
|
hard 12%
| 125
| 25.9
|
Sideways
| 15.2
| 3.83
| 3
| 136
| 13
| 48
| 50
| false
|
Sell
|
Trim extended winner -1%
| 35
| -28
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| 114
| -45
| 254
| 4
| false
|
Tax-aware sells next window
|
P7240
|
Systematic
|
IRA
|
USD
|
2025-02-02
| 788,364
| 74,614
| 713,750
| 1
| 63.8
| 20.6
| 6.8
| 8.8
|
VNQ:36.4%;AMZN:36.4%;VOO:27.3%
|
US:56.8;EU:20.6;APAC:11.0;EM:7.1;Other:4.5
|
Value:-0.1;Growth:+0.7;Quality:+0.2;Size:+0.6;Momentum:+0.7;LowVol:+0.3
|
MaxPos7%
| 8
| 25
| 5.1
|
trailing 9%
| 218
| 22.5
|
Volatile
| 23.4
| 4.03
| 2.8
| 128
| -53
| 23
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 7
| -12
|
BrokerA
|
MKT
| 87
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 50
| -55
| 66
| 2
| false
|
Within IPS guidelines
|
P7241
|
Opportunistic
|
IRA
|
USD
|
2025-08-28
| 830,810
| 60,176
| 770,634
| 1
| 73.6
| 18.2
| 0
| 8.2
|
AMZN:24.1%;GLD:14.1%;HYG:13.6%;QQQ:24.1%;AAPL:24.1%
|
US:67.5;EU:14.2;APAC:11.9;EM:4.7;Other:1.6
|
Value:+0.4;Growth:+0.6;Quality:-0.9;Size:-0.9;Momentum:-0.2;LowVol:-0.3
| null | 6
| 25
| 4.7
|
trailing 9%
| 249
| 24.5
|
Volatile
| 29.7
| 4.28
| 2.5
| 153
| -2
| 45
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 2
| -15
|
BrokerC
|
MKT
| 99
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 104
| -52
| 163
| 3
| false
|
Within IPS guidelines
|
P7242
|
Active
|
Trust
|
USD
|
2024-07-11
| 519,773
| 46,962
| 472,811
| 1
| 61.8
| 23
| 9.2
| 6.1
|
VNQ:14.7%;QQQ:11.6%;IEF:14.2%;BND:20.2%;XLF:19.7%;AAPL:19.6%
|
US:67.1;EU:15.1;APAC:9.9;EM:7.0;Other:0.9
|
Value:-0.2;Growth:+0.9;Quality:+0.5;Size:+0.5;Momentum:-0.6;LowVol:-0.3
| null | 7
| 25
| 5.7
|
trailing 8%
| 193
| 22.8
|
Bull
| 14
| 4.97
| 3.2
| 101
| 87
| 98
| 46
| false
|
Sell
|
Trim extended winner -1%
| 12
| 13
|
BrokerC
|
MKT
| 100
| null | null |
Normal monitoring
| -5
| -23
| 65
| 4
| false
|
Tax-aware sells next window
|
P7243
|
Systematic
|
IRA
|
USD
|
2025-10-23
| 1,542,775
| 82,587
| 1,460,188
| 1
| 63
| 28.2
| 0
| 8.9
|
MSFT:25.0%;MUB:28.1%;HYG:28.1%;VNQ:18.8%
|
US:72.4;EU:8.6;APAC:7.1;EM:10.0;Other:1.9
|
Value:-0.2;Growth:+0.4;Quality:-0.5;Size:+0.1;Momentum:+0.3;LowVol:+0.4
| null | 5
| 35
| 5.3
|
trailing 8%
| 217
| 27.1
|
Sideways
| 15
| 3.58
| 2.8
| 105
| -18
| 55
| 41
| false
|
Buy
|
Add to core equity +1%
| -4
| -26
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| -48
| 11
| 47
| 5
| false
|
Tighten stops on momentum names
|
P7244
|
Systematic
|
401k
|
USD
|
2025-08-28
| 743,281
| 42,098
| 701,183
| 1
| 55.6
| 33.2
| 5.6
| 5.5
|
VOO:15.5%;VNQ:11.7%;TSLA:21.3%;MUB:20.5%;MSFT:9.8%;IEF:21.3%
|
US:62.5;EU:14.6;APAC:9.3;EM:10.1;Other:3.6
|
Value:+0.2;Growth:-0.2;Quality:+0.2;Size:+0.9;Momentum:-0.9;LowVol:+0.3
|
MaxPos8%
| 5
| 30
| 5.1
|
hard 12%
| 208
| 21.7
|
Sideways
| 19.6
| 3.76
| 2.1
| 114
| 41
| 80
| 42
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 8
| -14
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| 120
| -60
| 211
| 5
| false
|
Increase defensive factor exposure
|
P7245
|
Cautious
|
401k
|
USD
|
2024-10-26
| 453,965
| 40,283
| 413,682
| 1
| 37.2
| 40.2
| 6.1
| 16.5
|
MSFT:27.5%;AAPL:27.5%;IEF:17.6%;QQQ:27.5%
|
US:68.3;EU:9.9;APAC:12.1;EM:7.6;Other:2.0
|
Value:+0.3;Growth:-0.6;Quality:-0.5;Size:+0.9;Momentum:+0.2;LowVol:-0.8
|
ESGOnly;NoDerivatives;NoMargin
| 5
| 35
| 4
|
trailing 8%
| 162
| 19.7
|
Bull
| 13.5
| 4.09
| 2.5
| 93
| 89
| 82
| 36
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 4
| -6
|
BrokerB
|
MKT
| 90
| null | null |
Normal monitoring
| -33
| 18
| 49
| 3
| false
|
Tighten stops on momentum names
|
P7246
|
Hands-off
|
Roth
|
USD
|
2025-08-16
| 852,228
| 38,416
| 813,812
| 1
| 69.5
| 16.8
| 4.9
| 8.9
|
MSFT:21.7%;IEF:21.7%;VOO:21.7%;HYG:13.0%;BND:21.7%
|
US:74.4;EU:8.7;APAC:6.8;EM:8.7;Other:1.5
|
Value:-0.2;Growth:+0.7;Quality:+0.4;Size:+0.5;Momentum:-0.3;LowVol:-0.7
|
ESGOnly;MaxPos6%
| 6
| 25
| 3.5
|
hard 10%
| 149
| 14.5
|
Volatile
| 29.2
| 3.96
| 3.8
| 171
| 41
| 84
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| -28
|
BrokerB
|
MKT
| 100
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 67
| -33
| 55
| 2
| false
|
Monitor dispersion and breadth
|
P7247
|
Active
|
Trust
|
USD
|
2025-07-28
| 2,432,376
| 201,191
| 2,231,185
| 1.11
| 57.7
| 22.1
| 14.7
| 5.5
|
VOO:27.2%;HYG:20.5%;TSLA:25.0%;MUB:27.2%
|
US:72.1;EU:10.5;APAC:7.2;EM:7.5;Other:2.7
|
Value:+0.3;Growth:+0.5;Quality:-0.4;Size:-0.1;Momentum:-1.0;LowVol:+0.4
|
MaxPos8%
| 7
| 35
| 5.4
|
trailing 9%
| 202
| 21.3
|
Bear
| 24.5
| 4.02
| 1.6
| 164
| -25
| 28
| 68
| false
|
Buy
|
Add to core equity +1%
| 3
| 12
|
BrokerA
|
MKT
| 100
| null | null |
Normal monitoring
| 44
| -49
| 72
| 4
| false
|
Tighten stops on momentum names
|
P7248
|
Systematic
|
401k
|
USD
|
2024-11-04
| 1,795,182
| 148,023
| 1,647,159
| 1
| 62
| 31.7
| 0
| 6.3
|
XLF:33.3%;MSFT:33.3%;AAPL:33.3%
|
US:63.3;EU:13.4;APAC:12.2;EM:5.9;Other:5.2
|
Value:+0.2;Growth:+0.3;Quality:-0.8;Size:-0.4;Momentum:+0.9;LowVol:-1.0
| null | 8
| 25
| 5.9
|
hard 12%
| 133
| 24.7
|
Volatile
| 27.6
| 5.41
| 4.1
| 146
| 79
| 96
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -10
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 87
| -33
| 70
| 4
| false
|
Increase defensive factor exposure
|
P7249
|
Hands-off
|
Taxable
|
USD
|
2024-07-20
| 307,461
| 25,838
| 281,623
| 1
| 63.8
| 18
| 8.2
| 10
|
QQQ:26.3%;XLF:26.3%;VOO:21.1%;GLD:26.3%
|
US:57.7;EU:15.7;APAC:10.8;EM:11.0;Other:4.9
|
Value:+0.4;Growth:+0.6;Quality:+0.6;Size:-1.0;Momentum:+0.8;LowVol:+0.5
|
MaxPos5%;NoDerivatives
| 6
| 30
| 3.7
|
trailing 8%
| 154
| 16.5
|
Sideways
| 18.3
| 4.45
| 2.3
| 128
| 24
| 77
| 55
| false
|
Sell
|
Trim extended winner -1%
| 19
| -21
|
BrokerA
|
VWAP
| 99
| null | null |
Normal monitoring
| -24
| 17
| 101
| 5
| false
|
Tighten stops on momentum names
|
P7250
|
Opportunistic
|
Taxable
|
USD
|
2024-08-31
| 1,633,321
| 52,092
| 1,581,229
| 1.09
| 74.1
| 17.8
| 3.9
| 4.2
|
TSLA:9.0%;VTI:22.4%;VNQ:14.2%;QQQ:22.4%;TLT:20.2%;IEF:11.9%
|
US:71.4;EU:6.5;APAC:13.7;EM:4.5;Other:3.8
|
Value:-0.5;Growth:+0.7;Quality:+0.9;Size:+0.6;Momentum:+0.9;LowVol:+0.7
|
MaxPos8%
| 6
| 25
| 6.4
|
hard 12%
| 205
| 35
|
Sideways
| 16.3
| 4
| 3.1
| 116
| -9
| 37
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -35
|
BrokerB
|
VWAP
| 98
| null | null |
Normal monitoring
| -3
| 2
| 77
| 4
| false
|
Within IPS guidelines
|
P7251
|
Hands-off
|
IRA
|
USD
|
2025-10-19
| 859,988
| 65,976
| 794,012
| 1
| 70.2
| 15.9
| 7.9
| 6
|
VOO:17.0%;AAPL:16.2%;MSFT:20.0%;IEF:17.3%;MUB:17.1%;TSLA:12.4%
|
US:65.5;EU:11.4;APAC:9.9;EM:9.6;Other:3.6
|
Value:-0.8;Growth:-0.9;Quality:-0.4;Size:+0.7;Momentum:-1.0;LowVol:+0.1
| null | 5
| 25
| 4.6
|
hard 10%
| 116
| 17.5
|
Sideways
| 19.2
| 3.55
| 3.3
| 113
| -15
| 34
| 70
| false
|
NoAction
|
Within bands; monitor
| 19
| -12
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| -12
| -2
| 125
| 5
| false
|
Tax-aware sells next window
|
P7252
|
Hands-off
|
401k
|
USD
|
2025-01-29
| 250,732
| 10,830
| 239,902
| 1
| 66.1
| 25.4
| 0
| 8.4
|
VNQ:23.8%;XLF:23.8%;MUB:23.8%;VOO:10.5%;AMZN:18.1%
|
US:61.1;EU:15.4;APAC:8.2;EM:10.4;Other:4.8
|
Value:0.0;Growth:-0.1;Quality:-0.7;Size:+0.1;Momentum:-0.6;LowVol:-0.7
| null | 6
| 30
| 5.9
|
trailing 8%
| 155
| 17.1
|
Bear
| 31.9
| 3.69
| 1.6
| 161
| -51
| 34
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| -33
|
BrokerB
|
MKT
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 84
| 13
| 197
| 4
| false
|
Increase defensive factor exposure
|
P7253
|
Cautious
|
401k
|
USD
|
2025-12-19
| 770,974
| 65,881
| 705,093
| 1
| 45.6
| 40.3
| 0
| 14.1
|
QQQ:25.0%;BRK.B:25.0%;BND:25.0%;AAPL:25.0%
|
US:57.6;EU:18.8;APAC:11.4;EM:8.1;Other:4.1
|
Value:-0.9;Growth:+0.2;Quality:-0.2;Size:-0.4;Momentum:+0.3;LowVol:+0.5
|
MaxPos6%;NoMargin
| 8
| 35
| 4.8
|
trailing 10%
| 106
| 15
|
Sideways
| 17.3
| 4.17
| 3.1
| 105
| 53
| 62
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 2
| -11
|
BrokerC
|
MKT
| 90
| null | null |
Normal monitoring
| -8
| -21
| 59
| 3
| false
|
Within IPS guidelines
|
P7254
|
Systematic
|
Taxable
|
USD
|
2024-08-31
| 1,158,284
| 91,986
| 1,066,298
| 1
| 61.5
| 25.9
| 7.4
| 5.3
|
TSLA:18.9%;XLF:11.2%;VTI:22.8%;MSFT:23.6%;BRK.B:23.6%
|
US:67.6;EU:12.0;APAC:10.5;EM:9.7;Other:0.1
|
Value:+0.2;Growth:+0.3;Quality:-0.2;Size:+0.7;Momentum:+0.8;LowVol:-0.1
| null | 10
| 35
| 4.8
|
trailing 9%
| 220
| 26.1
|
Volatile
| 25.8
| 5.48
| 3.8
| 164
| 3
| 64
| 78
| true
|
Rebalance
|
Rebalance back to target bands
| -8
| -40
|
BrokerB
|
LMT
| 100
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -38
| 2
| 40
| 5
| false
|
Tax-aware sells next window
|
P7255
|
Active
|
Roth
|
USD
|
2025-04-26
| 585,108
| 67,442
| 517,666
| 1
| 64.4
| 24.4
| 3.5
| 7.7
|
MUB:27.3%;VOO:27.3%;HYG:27.3%;AAPL:18.0%
|
US:74.3;EU:6.4;APAC:6.0;EM:9.5;Other:3.8
|
Value:-0.3;Growth:+0.1;Quality:+1.0;Size:-0.1;Momentum:+0.9;LowVol:-0.4
|
NoDerivatives
| 6
| 25
| 4.1
|
trailing 8%
| 203
| 25.6
|
Bear
| 22.3
| 3.25
| 1.2
| 155
| 7
| 62
| 56
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 5
| 11
|
BrokerB
|
LMT
| 92
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 105
| -52
| 206
| 3
| false
|
Tax-aware sells next window
|
P7256
|
Opportunistic
|
Taxable
|
USD
|
2024-08-02
| 985,989
| 49,695
| 936,294
| 1
| 75
| 10.3
| 6.9
| 7.8
|
AAPL:33.5%;GLD:33.0%;XLF:33.5%
|
US:68.4;EU:7.0;APAC:11.7;EM:10.2;Other:2.7
|
Value:-0.6;Growth:+0.9;Quality:-0.7;Size:-0.7;Momentum:-0.1;LowVol:-0.7
|
NoDerivatives
| 8
| 30
| 4.1
|
trailing 7%
| 215
| 29.6
|
Sideways
| 16.8
| 3.69
| 3.3
| 115
| 2
| 47
| 52
| false
|
Buy
|
Add to core equity +1%
| 21
| -36
|
BrokerD
|
MKT
| 91
| null | null |
Normal monitoring
| 31
| -2
| 123
| 5
| false
|
Increase defensive factor exposure
|
P7257
|
Systematic
|
Roth
|
USD
|
2025-09-18
| 998,028
| 54,247
| 943,781
| 1
| 60.1
| 29.5
| 2.5
| 8
|
QQQ:9.8%;AMZN:24.0%;TSLA:24.0%;IEF:13.4%;AAPL:18.8%;TLT:10.1%
|
US:65.5;EU:17.3;APAC:5.0;EM:9.2;Other:2.9
|
Value:+0.1;Growth:+0.5;Quality:-1.0;Size:+0.5;Momentum:-0.7;LowVol:+0.8
|
NoDerivatives
| 6
| 35
| 4.5
|
trailing 9%
| 214
| 16.5
|
Volatile
| 25.2
| 3.78
| 4.1
| 151
| -2
| 62
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 31
| 13
|
BrokerD
|
LMT
| 96
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -32
| -26
| 66
| 4
| false
|
Tighten stops on momentum names
|
P7258
|
Opportunistic
|
Taxable
|
USD
|
2025-02-01
| 303,743
| 9,751
| 293,992
| 1.24
| 63.9
| 10.1
| 21.4
| 4.6
|
TSLA:17.5%;AMZN:19.4%;XLF:23.1%;QQQ:23.1%;MUB:16.9%
|
US:60.2;EU:19.9;APAC:7.8;EM:7.6;Other:4.5
|
Value:+0.1;Growth:+0.9;Quality:+0.2;Size:+0.4;Momentum:-0.4;LowVol:-0.0
|
MaxPos7%;NoDerivatives
| 5
| 25
| 5.4
|
trailing 9%
| 195
| 23.7
|
Volatile
| 31.1
| 5.24
| 3.2
| 168
| -31
| 27
| 90
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| 11
|
BrokerC
|
VWAP
| 86
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -57
| -32
| -36
| 2
| false
|
Tax-aware sells next window
|
P7259
|
Active
|
Roth
|
USD
|
2025-02-24
| 2,264,454
| 170,805
| 2,093,649
| 1
| 54.2
| 24.4
| 12.8
| 8.6
|
TSLA:20.3%;XLF:20.7%;GLD:17.7%;IEF:10.7%;BND:16.3%;HYG:14.4%
|
US:73.0;EU:8.3;APAC:10.7;EM:7.5;Other:0.6
|
Value:+0.3;Growth:-0.7;Quality:+0.3;Size:-0.8;Momentum:-0.5;LowVol:+0.8
|
MaxPos6%;NoDerivatives
| 8
| 35
| 4.5
|
hard 12%
| 124
| 19.4
|
Sideways
| 14.3
| 4.94
| 3.1
| 113
| 24
| 72
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -7
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| -30
| -12
| -14
| 3
| false
|
Within IPS guidelines
|
P7260
|
Active
|
Trust
|
USD
|
2025-07-12
| 1,167,331
| 92,713
| 1,074,618
| 1
| 64.4
| 21.6
| 5
| 9
|
TLT:16.5%;TSLA:25.1%;VOO:14.6%;XLF:18.7%;IEF:25.1%
|
US:62.7;EU:18.1;APAC:8.1;EM:10.3;Other:0.8
|
Value:+0.6;Growth:-0.9;Quality:+0.1;Size:+0.8;Momentum:+0.8;LowVol:-0.4
| null | 10
| 30
| 5.3
|
trailing 8%
| 223
| 25.1
|
Sideways
| 21.4
| 4.5
| 3
| 122
| 8
| 55
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 25
| -40
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -43
| -17
| 58
| 5
| false
|
Increase defensive factor exposure
|
P7261
|
Hands-off
|
Trust
|
USD
|
2024-10-24
| 838,265
| 34,358
| 803,907
| 1
| 65.9
| 19.7
| 7.3
| 7.1
|
IEF:12.0%;VTI:22.2%;BND:22.2%;MSFT:21.2%;QQQ:22.2%
|
US:63.4;EU:7.9;APAC:11.7;EM:11.9;Other:5.1
|
Value:+0.8;Growth:+0.4;Quality:+0.4;Size:-0.3;Momentum:+0.2;LowVol:+0.5
|
ESGOnly;MaxPos6%
| 5
| 35
| 4.3
|
trailing 10%
| 142
| 14.1
|
Bear
| 32.4
| 3.06
| 1
| 205
| -117
| 5
| 89
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 21
| -12
|
BrokerA
|
LMT
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 47
| -35
| 154
| 3
| false
|
Increase defensive factor exposure
|
P7262
|
Hands-off
|
Taxable
|
USD
|
2024-09-28
| 685,072
| 33,754
| 651,318
| 1
| 58.3
| 26.8
| 7.4
| 7.5
|
AAPL:19.0%;TSLA:11.7%;HYG:19.8%;QQQ:19.5%;BRK.B:18.0%;GLD:11.9%
|
US:70.3;EU:14.2;APAC:8.4;EM:5.7;Other:1.4
|
Value:-0.1;Growth:-0.1;Quality:+0.8;Size:+0.9;Momentum:-0.6;LowVol:+0.2
|
MaxPos8%;NoDerivatives
| 5
| 35
| 4.5
|
trailing 8%
| 127
| 14.4
|
Volatile
| 20.1
| 4.56
| 3
| 164
| 9
| 61
| 53
| false
|
Sell
|
Trim extended winner -1%
| 13
| -37
|
BrokerB
|
MKT
| 98
| null | null |
Normal monitoring
| 58
| -18
| 34
| 3
| false
|
Tax-aware sells next window
|
P7263
|
Systematic
|
401k
|
USD
|
2024-08-02
| 1,386,273
| 138,076
| 1,248,197
| 1
| 60.9
| 25.9
| 4.8
| 8.4
|
QQQ:21.5%;MUB:29.2%;GLD:29.2%;AMZN:20.0%
|
US:68.3;EU:7.2;APAC:17.9;EM:5.5;Other:1.2
|
Value:+0.1;Growth:+0.3;Quality:+0.6;Size:+0.6;Momentum:+0.5;LowVol:-0.1
|
MaxPos7%
| 8
| 25
| 5.2
|
trailing 9%
| 179
| 18.2
|
Sideways
| 18.1
| 3.98
| 2.3
| 98
| 49
| 74
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -2
|
BrokerA
|
MKT
| 90
| null | null |
Normal monitoring
| 96
| -30
| 205
| 5
| false
|
Monitor dispersion and breadth
|
P7264
|
Systematic
|
Taxable
|
USD
|
2024-10-31
| 971,160
| 55,516
| 915,644
| 1
| 60
| 31.5
| 0
| 8.5
|
VTI:25.0%;VOO:25.0%;IEF:25.0%;AAPL:25.0%
|
US:52.4;EU:18.8;APAC:13.1;EM:11.0;Other:4.7
|
Value:+0.3;Growth:+0.5;Quality:+0.8;Size:+0.4;Momentum:-0.4;LowVol:-0.4
| null | 5
| 25
| 4.5
|
hard 12%
| 150
| 21
|
Volatile
| 21
| 4.1
| 2.2
| 162
| 51
| 89
| 58
| false
|
Sell
|
Trim extended winner -1%
| -14
| -11
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 107
| -53
| 181
| 5
| false
|
Within IPS guidelines
|
P7265
|
Hands-off
|
Roth
|
USD
|
2025-01-06
| 471,969
| 22,549
| 449,420
| 1
| 58.8
| 20.1
| 14.3
| 6.8
|
BND:27.2%;BRK.B:18.4%;TSLA:27.2%;MUB:27.2%
|
US:68.3;EU:9.4;APAC:13.2;EM:8.8;Other:0.3
|
Value:-0.8;Growth:-0.4;Quality:0.0;Size:+0.9;Momentum:+0.2;LowVol:+0.5
|
NoDerivatives
| 6
| 30
| 4.1
|
trailing 8%
| 110
| 17.6
|
Volatile
| 24
| 3.53
| 4.4
| 135
| 39
| 65
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| 4
|
BrokerD
|
LMT
| 89
| null | null |
Normal monitoring
| -47
| -58
| 93
| 5
| false
|
Tighten stops on momentum names
|
P7266
|
Systematic
|
IRA
|
USD
|
2024-07-19
| 1,028,742
| 59,963
| 968,779
| 1
| 64.3
| 27.2
| 0.1
| 8.5
|
VTI:33.3%;XLF:33.3%;VOO:33.3%
|
US:55.3;EU:20.0;APAC:9.2;EM:10.6;Other:4.9
|
Value:-0.5;Growth:-0.4;Quality:+1.0;Size:+0.8;Momentum:+1.0;LowVol:-0.3
|
MaxPos5%;NoDerivatives
| 10
| 25
| 5.9
|
trailing 9%
| 143
| 24.4
|
Bull
| 13.8
| 3.53
| 2.9
| 120
| 42
| 77
| 42
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| 10
|
BrokerC
|
MKT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 83
| -37
| 192
| 4
| false
|
Increase defensive factor exposure
|
P7267
|
Hands-off
|
Trust
|
USD
|
2025-03-09
| 790,675
| 35,488
| 755,187
| 1
| 70.8
| 23.1
| 0
| 6.1
|
VTI:25.6%;QQQ:25.6%;BRK.B:25.6%;AMZN:23.2%
|
US:73.7;EU:13.8;APAC:5.5;EM:6.3;Other:0.8
|
Value:+0.5;Growth:-0.4;Quality:-0.6;Size:-0.5;Momentum:-0.0;LowVol:-0.2
| null | 5
| 35
| 5.1
|
trailing 8%
| 125
| 19.7
|
Volatile
| 24.7
| 4.32
| 2.4
| 163
| 46
| 63
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| -8
| -3
|
BrokerA
|
MKT
| 95
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 117
| -3
| 243
| 2
| true
|
Monitor dispersion and breadth
|
P7268
|
Systematic
|
Roth
|
USD
|
2025-10-19
| 1,678,230
| 108,503
| 1,569,727
| 1
| 57.8
| 29.1
| 7.5
| 5.5
|
XLF:26.0%;HYG:21.9%;BRK.B:26.0%;QQQ:26.0%
|
US:65.9;EU:18.5;APAC:9.3;EM:5.8;Other:0.4
|
Value:+0.7;Growth:-0.0;Quality:-0.8;Size:-0.0;Momentum:-0.9;LowVol:+0.8
| null | 10
| 25
| 5.4
|
hard 12%
| 152
| 26.7
|
Volatile
| 26.8
| 4.36
| 2.2
| 129
| -7
| 37
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 17
| -35
|
BrokerA
|
LMT
| 100
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -14
| 9
| 104
| 4
| false
|
Increase defensive factor exposure
|
P7269
|
Hands-off
|
Trust
|
USD
|
2025-10-31
| 747,235
| 70,921
| 676,314
| 1
| 69.3
| 19.5
| 2
| 9.1
|
VNQ:18.0%;QQQ:27.3%;TSLA:27.3%;GLD:27.3%
|
US:66.7;EU:8.9;APAC:13.3;EM:9.0;Other:2.0
|
Value:-0.7;Growth:-0.3;Quality:+0.4;Size:+0.4;Momentum:-0.9;LowVol:-0.8
|
ESGOnly
| 10
| 30
| 4
|
hard 10%
| 162
| 13.6
|
Volatile
| 24.6
| 5.48
| 2.7
| 178
| 37
| 53
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 5
| -3
|
BrokerD
|
LMT
| 93
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -24
| -14
| 77
| 5
| false
|
Tax-aware sells next window
|
P7270
|
Hands-off
|
Roth
|
USD
|
2025-07-17
| 574,543
| 54,655
| 519,888
| 1
| 66.8
| 26.6
| 0
| 6.7
|
BND:25.0%;AMZN:25.0%;GLD:25.0%;VOO:25.0%
|
US:73.0;EU:7.5;APAC:6.5;EM:10.7;Other:2.2
|
Value:-0.6;Growth:+0.7;Quality:+0.1;Size:-0.0;Momentum:-0.5;LowVol:-0.1
|
ESGOnly;NoDerivatives
| 6
| 25
| 3.7
|
trailing 8%
| 154
| 14.3
|
Bull
| 12.9
| 3.93
| 3.3
| 87
| 41
| 65
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 8
| -14
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| -12
| -31
| 114
| 5
| false
|
Monitor dispersion and breadth
|
P7271
|
Systematic
|
Trust
|
USD
|
2025-05-01
| 1,309,301
| 124,378
| 1,184,923
| 1
| 62.6
| 29.5
| 1.6
| 6.3
|
IEF:9.8%;BND:18.6%;VTI:22.9%;HYG:8.5%;QQQ:22.9%;BRK.B:17.3%
|
US:65.4;EU:17.5;APAC:6.3;EM:7.2;Other:3.6
|
Value:+0.2;Growth:+0.8;Quality:0.0;Size:+0.5;Momentum:+1.0;LowVol:-0.3
|
MaxPos5%
| 7
| 25
| 5.3
|
trailing 8%
| 222
| 22.7
|
Bull
| 16.1
| 4.95
| 2.3
| 75
| 46
| 64
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -18
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 29
| 18
| 124
| 5
| false
|
Monitor dispersion and breadth
|
P7272
|
Hands-off
|
401k
|
USD
|
2025-01-02
| 704,064
| 65,995
| 638,069
| 1
| 62.6
| 19.9
| 7.6
| 9.9
|
VOO:19.3%;XLF:14.3%;TSLA:20.2%;IEF:20.2%;BND:19.8%;VNQ:6.2%
|
US:69.6;EU:14.4;APAC:6.6;EM:3.8;Other:5.5
|
Value:+0.3;Growth:+0.5;Quality:-0.8;Size:+0.2;Momentum:-0.3;LowVol:+0.8
|
MaxPos5%;NoDerivatives
| 7
| 30
| 3.5
|
trailing 8%
| 168
| 16.4
|
Bull
| 11.1
| 4.07
| 3
| 87
| 16
| 45
| 37
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| -17
|
BrokerA
|
VWAP
| 99
| null | null |
Normal monitoring
| 63
| 12
| 78
| 3
| false
|
Tighten stops on momentum names
|
P7273
|
Hands-off
|
Roth
|
USD
|
2025-06-09
| 171,702
| 10,552
| 161,150
| 1
| 67.3
| 25
| 0
| 7.7
|
VOO:9.7%;XLF:16.7%;AAPL:20.9%;VNQ:20.7%;AMZN:18.4%;IEF:13.5%
|
US:73.2;EU:6.1;APAC:8.4;EM:8.6;Other:3.7
|
Value:+0.6;Growth:+0.9;Quality:0.0;Size:-0.0;Momentum:+0.1;LowVol:+0.6
|
MaxPos6%
| 8
| 35
| 5.4
|
trailing 8%
| 141
| 16.6
|
Bear
| 31.1
| 3.18
| 2.1
| 176
| -86
| 14
| 84
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| -8
|
BrokerD
|
MKT
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 97
| 15
| 129
| 3
| false
|
Tighten stops on momentum names
|
P7274
|
Cautious
|
Trust
|
USD
|
2025-04-07
| 667,515
| 103,230
| 564,285
| 1
| 46.2
| 31.4
| 10
| 12.4
|
AAPL:26.0%;GLD:26.0%;VOO:26.0%;MUB:22.1%
|
US:71.7;EU:9.5;APAC:11.6;EM:5.5;Other:1.7
|
Value:-0.5;Growth:-0.7;Quality:-0.8;Size:+0.5;Momentum:-0.4;LowVol:+0.8
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 3.3
|
trailing 10%
| 104
| 12.4
|
Bull
| 14.7
| 4.83
| 2.9
| 118
| 16
| 57
| 28
| false
|
Buy
|
Add to core equity +1%
| 26
| 7
|
BrokerC
|
LMT
| 86
| null | null |
Normal monitoring
| 0
| -47
| 97
| 5
| false
|
Increase defensive factor exposure
|
P7275
|
Active
|
Taxable
|
USD
|
2025-01-07
| 1,791,947
| 144,329
| 1,647,618
| 1
| 62.3
| 21.7
| 9.6
| 6.4
|
XLF:23.3%;AAPL:27.0%;VNQ:22.8%;IEF:27.0%
|
US:64.1;EU:13.3;APAC:8.3;EM:12.3;Other:2.1
|
Value:+0.2;Growth:-0.1;Quality:-0.7;Size:+0.2;Momentum:-0.2;LowVol:-0.4
|
MaxPos7%
| 10
| 30
| 4.4
|
hard 12%
| 121
| 20.2
|
Volatile
| 31.4
| 5.23
| 4.4
| 180
| -24
| 52
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| 9
|
BrokerD
|
MKT
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 87
| -32
| 113
| 5
| false
|
Tax-aware sells next window
|
P7276
|
Opportunistic
|
Trust
|
USD
|
2024-11-10
| 1,619,545
| 143,562
| 1,475,983
| 1.24
| 60.9
| 13.1
| 19.7
| 6.3
|
AMZN:28.1%;MSFT:15.8%;GLD:28.1%;AAPL:28.1%
|
US:67.7;EU:17.6;APAC:5.8;EM:6.7;Other:2.3
|
Value:+0.9;Growth:+0.6;Quality:+0.7;Size:+0.9;Momentum:+0.6;LowVol:+0.8
|
NoDerivatives
| 5
| 30
| 4.8
|
trailing 9%
| 201
| 23.7
|
Bull
| 13.3
| 4.32
| 2.4
| 107
| 89
| 82
| 45
| false
|
NoAction
|
Within bands; monitor
| 3
| -23
|
BrokerC
|
VWAP
| 98
| null | null |
Normal monitoring
| 62
| -11
| 186
| 5
| false
|
Increase defensive factor exposure
|
P7277
|
Systematic
|
Trust
|
USD
|
2025-03-26
| 1,175,731
| 92,968
| 1,082,763
| 1
| 61.9
| 21.4
| 10.7
| 6
|
BRK.B:7.4%;VNQ:21.5%;TLT:21.5%;AMZN:21.5%;HYG:14.8%;QQQ:13.2%
|
US:65.0;EU:14.6;APAC:12.2;EM:8.1;Other:0.2
|
Value:-0.8;Growth:+0.5;Quality:+0.3;Size:-0.9;Momentum:+0.5;LowVol:-0.7
|
MaxPos8%
| 6
| 30
| 4.8
|
hard 12%
| 132
| 17.2
|
Bear
| 25.9
| 3.96
| 1.7
| 157
| -90
| 11
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| 10
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 27
| -7
| 121
| 4
| false
|
Tax-aware sells next window
|
P7278
|
Hands-off
|
Taxable
|
USD
|
2025-06-06
| 495,116
| 36,522
| 458,594
| 1
| 57
| 26.7
| 10.3
| 5.9
|
BND:25.0%;MUB:25.0%;HYG:25.0%;IEF:25.0%
|
US:61.0;EU:15.1;APAC:11.7;EM:10.8;Other:1.3
|
Value:+0.3;Growth:0.0;Quality:-0.1;Size:-0.3;Momentum:+0.8;LowVol:+0.9
|
NoDerivatives
| 6
| 30
| 5.2
|
hard 10%
| 106
| 15.7
|
Bull
| 16.8
| 4.16
| 2.4
| 81
| 99
| 92
| 53
| false
|
Buy
|
Add to core equity +1%
| 21
| 0
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 40
| -13
| 17
| 5
| false
|
Within IPS guidelines
|
P7279
|
Opportunistic
|
Taxable
|
USD
|
2025-08-04
| 776,124
| 65,325
| 710,799
| 1
| 74.1
| 13.4
| 5.7
| 6.7
|
MUB:18.8%;VNQ:18.2%;AMZN:22.2%;TLT:10.8%;IEF:7.8%;BRK.B:22.2%
|
US:67.6;EU:10.8;APAC:11.8;EM:9.4;Other:0.4
|
Value:+0.6;Growth:-0.4;Quality:-0.7;Size:-0.8;Momentum:-0.6;LowVol:+0.8
|
MaxPos5%
| 8
| 35
| 4.8
|
hard 12%
| 220
| 22.1
|
Bear
| 22.3
| 3.21
| 1.9
| 158
| -96
| 10
| 75
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 18
| 8
|
BrokerA
|
MKT
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -36
| 16
| 18
| 5
| false
|
Tax-aware sells next window
|
P7280
|
Active
|
IRA
|
USD
|
2025-08-07
| 1,804,507
| 119,185
| 1,685,322
| 1.19
| 56.4
| 23.2
| 12
| 8.5
|
XLF:33.3%;AAPL:33.3%;MUB:33.3%
|
US:72.1;EU:10.8;APAC:6.0;EM:7.8;Other:3.4
|
Value:-0.6;Growth:-0.4;Quality:+0.7;Size:-0.6;Momentum:+0.1;LowVol:-1.0
|
MaxPos7%
| 5
| 25
| 5.7
|
trailing 9%
| 148
| 26.9
|
Bull
| 13
| 3.56
| 3.2
| 103
| 66
| 95
| 45
| false
|
NoAction
|
Within bands; monitor
| 25
| -18
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| 0
| 19
| -30
| 3
| false
|
Monitor dispersion and breadth
|
P7281
|
Opportunistic
|
Roth
|
USD
|
2025-12-25
| 1,707,358
| 51,389
| 1,655,969
| 1.18
| 61.3
| 18.9
| 14.2
| 5.6
|
BND:25.4%;AAPL:23.9%;BRK.B:25.4%;VNQ:25.4%
|
US:63.6;EU:16.0;APAC:11.9;EM:7.3;Other:1.2
|
Value:-0.8;Growth:-1.0;Quality:+1.0;Size:+0.1;Momentum:+0.4;LowVol:-0.8
| null | 8
| 35
| 5.8
|
trailing 9%
| 167
| 33.7
|
Bear
| 27.2
| 3.47
| 2.8
| 189
| 2
| 50
| 65
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 20
| -27
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| -30
| -28
| -2
| 3
| false
|
Tighten stops on momentum names
|
P7282
|
Hands-off
|
Trust
|
USD
|
2025-04-05
| 490,165
| 34,379
| 455,786
| 1
| 66
| 26.1
| 1
| 6.9
|
VTI:12.5%;TSLA:18.6%;TLT:16.3%;BND:19.6%;GLD:20.6%;XLF:12.5%
|
US:65.0;EU:11.4;APAC:14.6;EM:6.1;Other:2.9
|
Value:-0.9;Growth:+0.4;Quality:-0.8;Size:-0.2;Momentum:-0.2;LowVol:-0.3
|
ESGOnly;NoDerivatives
| 6
| 25
| 5.5
|
trailing 10%
| 168
| 12
|
Bull
| 17
| 4.67
| 2.7
| 113
| 20
| 56
| 61
| false
|
Buy
|
Add to core equity +1%
| -10
| -15
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| 25
| -54
| 165
| 4
| false
|
Tax-aware sells next window
|
P7283
|
Active
|
Trust
|
USD
|
2025-07-26
| 741,169
| 75,644
| 665,525
| 1
| 58.3
| 31
| 1.6
| 9.2
|
TLT:28.2%;GLD:28.2%;VNQ:20.9%;TSLA:22.7%
|
US:59.6;EU:13.6;APAC:11.4;EM:12.4;Other:3.1
|
Value:-0.6;Growth:-0.1;Quality:-0.4;Size:+0.5;Momentum:-0.2;LowVol:+0.2
| null | 7
| 25
| 5.6
|
trailing 8%
| 209
| 23.2
|
Volatile
| 23.7
| 4.93
| 3.3
| 135
| -18
| 55
| 71
| true
|
Rebalance
|
Rebalance back to target bands
| 11
| -40
|
BrokerC
|
LMT
| 88
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 99
| -49
| 69
| 5
| true
|
Tax-aware sells next window
|
P7284
|
Opportunistic
|
Trust
|
USD
|
2025-05-06
| 479,029
| 40,321
| 438,708
| 1
| 69.5
| 11
| 13.8
| 5.7
|
MSFT:19.4%;MUB:26.9%;XLF:26.9%;VNQ:26.9%
|
US:70.1;EU:6.3;APAC:10.8;EM:11.7;Other:1.2
|
Value:+0.6;Growth:0.0;Quality:+0.4;Size:-0.6;Momentum:-0.3;LowVol:+0.3
|
MaxPos5%
| 10
| 25
| 6.3
|
trailing 9%
| 177
| 23.1
|
Volatile
| 32
| 5.4
| 2.3
| 118
| -36
| 18
| 86
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 33
| 8
|
BrokerD
|
LMT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 36
| 7
| 48
| 2
| false
|
Tighten stops on momentum names
|
P7285
|
Active
|
401k
|
USD
|
2024-11-07
| 771,019
| 69,045
| 701,974
| 1.24
| 62.3
| 28.9
| 0
| 8.8
|
AMZN:23.6%;MUB:7.8%;BRK.B:23.6%;AAPL:21.3%;TLT:23.6%
|
US:70.1;EU:14.8;APAC:7.8;EM:3.6;Other:3.7
|
Value:-0.9;Growth:+0.3;Quality:-0.6;Size:+0.8;Momentum:+0.7;LowVol:0.0
|
NoDerivatives
| 7
| 35
| 5.4
|
trailing 9%
| 165
| 21.4
|
Volatile
| 23.9
| 5.48
| 3.7
| 170
| -18
| 51
| 65
| false
|
Buy
|
Add to core equity +1%
| -4
| -21
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| 100
| -6
| 81
| 5
| false
|
Monitor dispersion and breadth
|
P7286
|
Systematic
|
401k
|
USD
|
2025-05-31
| 1,842,015
| 123,692
| 1,718,323
| 1
| 60.7
| 28.5
| 5.6
| 5.1
|
GLD:16.8%;VTI:29.7%;VNQ:29.7%;HYG:23.7%
|
US:77.0;EU:7.9;APAC:6.9;EM:7.1;Other:1.1
|
Value:-0.5;Growth:-0.7;Quality:0.0;Size:-0.9;Momentum:-0.3;LowVol:+0.6
| null | 5
| 35
| 5
|
trailing 8%
| 218
| 18.3
|
Volatile
| 23.1
| 4.58
| 4.4
| 133
| 2
| 45
| 62
| false
|
NoAction
|
Within bands; monitor
| 19
| 6
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| 40
| -8
| 153
| 3
| false
|
Increase defensive factor exposure
|
P7287
|
Active
|
IRA
|
USD
|
2025-10-12
| 1,387,473
| 103,441
| 1,284,032
| 1
| 67.5
| 22.9
| 3.6
| 6
|
VTI:28.1%;HYG:18.6%;TSLA:25.3%;XLF:28.1%
|
US:66.9;EU:9.5;APAC:8.1;EM:10.8;Other:4.6
|
Value:+0.2;Growth:+0.5;Quality:+0.7;Size:-0.9;Momentum:+0.8;LowVol:-0.4
|
NoDerivatives
| 7
| 30
| 5.7
|
trailing 8%
| 127
| 20.1
|
Volatile
| 26.1
| 4.24
| 3.4
| 141
| 71
| 73
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 29
| 12
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 71
| -45
| 148
| 3
| false
|
Tax-aware sells next window
|
P7288
|
Hands-off
|
Taxable
|
USD
|
2024-12-29
| 400,317
| 36,274
| 364,043
| 1
| 65.5
| 29.2
| 0
| 5.4
|
TSLA:7.1%;VNQ:8.0%;AMZN:21.2%;TLT:21.2%;VTI:21.2%;BND:21.2%
|
US:70.4;EU:10.5;APAC:9.1;EM:5.2;Other:4.8
|
Value:-0.9;Growth:-0.3;Quality:-0.3;Size:+0.9;Momentum:+0.5;LowVol:-0.6
|
ESGOnly;MaxPos8%
| 6
| 25
| 3.7
|
trailing 8%
| 157
| 18.5
|
Sideways
| 20.9
| 4.36
| 3
| 130
| 10
| 46
| 61
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 23
| 8
|
BrokerC
|
LMT
| 96
| null | null |
Normal monitoring
| -58
| -33
| 21
| 4
| false
|
Increase defensive factor exposure
|
P7289
|
Hands-off
|
Trust
|
USD
|
2024-11-16
| 332,210
| 24,250
| 307,960
| 1
| 71.6
| 23.1
| 0
| 5.3
|
VOO:11.7%;AAPL:22.1%;BND:22.1%;TLT:22.1%;HYG:22.1%
|
US:58.5;EU:19.8;APAC:8.4;EM:9.7;Other:3.6
|
Value:-0.4;Growth:+0.8;Quality:-0.3;Size:-0.7;Momentum:+0.9;LowVol:+0.1
|
NoDerivatives
| 7
| 30
| 5.9
|
trailing 8%
| 157
| 19.5
|
Volatile
| 22.9
| 5
| 2.9
| 140
| 19
| 47
| 70
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 6
| -26
|
BrokerD
|
VWAP
| 95
| null | null |
Normal monitoring
| 44
| -6
| 100
| 3
| false
|
Monitor dispersion and breadth
|
P7290
|
Cautious
|
Trust
|
USD
|
2024-11-24
| 287,874
| 43,192
| 244,682
| 1
| 44.8
| 38.2
| 0.6
| 16.4
|
AMZN:22.7%;BND:25.8%;VTI:25.8%;TSLA:25.8%
|
US:54.6;EU:19.1;APAC:14.8;EM:7.8;Other:3.7
|
Value:-0.2;Growth:-0.4;Quality:-0.3;Size:-0.2;Momentum:+0.5;LowVol:+0.7
|
MaxPos5%;NoDerivatives;NoMargin
| 8
| 30
| 5.7
|
trailing 8%
| 163
| 19.6
|
Volatile
| 22.4
| 4.5
| 3.2
| 136
| -59
| 33
| 58
| false
|
NoAction
|
Within bands; monitor
| -2
| 1
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| 120
| -23
| 131
| 4
| false
|
Tighten stops on momentum names
|
P7291
|
Active
|
IRA
|
USD
|
2024-10-26
| 2,414,983
| 262,082
| 2,152,901
| 1
| 60.2
| 22.9
| 8.4
| 8.5
|
GLD:33.3%;TSLA:33.3%;AMZN:33.3%
|
US:70.3;EU:11.8;APAC:8.2;EM:6.2;Other:3.5
|
Value:+0.8;Growth:+0.8;Quality:-0.3;Size:+0.2;Momentum:+0.5;LowVol:-0.3
|
NoDerivatives
| 5
| 30
| 5.7
|
trailing 9%
| 169
| 25
|
Volatile
| 21.2
| 3.75
| 4.4
| 157
| 12
| 63
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 34
| -10
|
BrokerC
|
LMT
| 100
| null | null |
Normal monitoring
| 11
| 12
| 98
| 3
| false
|
Tax-aware sells next window
|
P7292
|
Systematic
|
Taxable
|
USD
|
2025-02-07
| 1,917,803
| 170,117
| 1,747,686
| 1
| 62.7
| 30.4
| 0
| 6.9
|
BND:33.7%;MSFT:32.5%;QQQ:33.7%
|
US:72.3;EU:5.7;APAC:6.6;EM:10.6;Other:4.8
|
Value:+0.4;Growth:+0.3;Quality:+0.9;Size:+0.5;Momentum:-0.4;LowVol:+0.4
| null | 8
| 35
| 4.8
|
hard 12%
| 123
| 25
|
Bear
| 34
| 3.23
| 2.3
| 205
| -114
| 5
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -10
| 14
|
BrokerC
|
LMT
| 97
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 70
| -3
| 139
| 3
| false
|
Tighten stops on momentum names
|
P7293
|
Hands-off
|
401k
|
USD
|
2024-11-27
| 286,187
| 22,591
| 263,596
| 1
| 57.7
| 17.8
| 19
| 5.5
|
VOO:33.3%;XLF:33.3%;QQQ:33.3%
|
US:68.6;EU:19.3;APAC:6.5;EM:4.1;Other:1.5
|
Value:-0.3;Growth:+0.4;Quality:+0.5;Size:-0.8;Momentum:+0.4;LowVol:-0.6
| null | 6
| 30
| 4
|
trailing 10%
| 165
| 17.4
|
Bull
| 16.7
| 4.7
| 2.1
| 70
| 88
| 100
| 52
| false
|
Sell
|
Trim extended winner -1%
| -12
| -28
|
BrokerC
|
VWAP
| 96
| null | null |
Normal monitoring
| 62
| -28
| 125
| 5
| false
|
Tighten stops on momentum names
|
P7294
|
Opportunistic
|
IRA
|
USD
|
2024-07-20
| 1,761,220
| 63,271
| 1,697,949
| 1
| 67.8
| 13.7
| 13.6
| 4.9
|
GLD:21.7%;TSLA:21.7%;MSFT:18.1%;QQQ:21.2%;VOO:17.3%
|
US:61.9;EU:16.1;APAC:14.1;EM:3.9;Other:4.1
|
Value:+0.6;Growth:-0.3;Quality:-0.4;Size:-0.9;Momentum:-0.3;LowVol:-0.2
|
MaxPos5%;NoDerivatives
| 5
| 35
| 6.5
|
trailing 9%
| 223
| 32.5
|
Sideways
| 20.1
| 4.58
| 3
| 92
| -18
| 27
| 52
| false
|
Sell
|
Trim extended winner -1%
| 12
| 13
|
BrokerA
|
MKT
| 99
| null | null |
Normal monitoring
| 39
| 7
| 1
| 5
| false
|
Increase defensive factor exposure
|
P7295
|
Hands-off
|
Roth
|
USD
|
2025-12-11
| 694,148
| 64,796
| 629,352
| 1
| 64
| 27.2
| 0
| 8.8
|
TLT:19.8%;IEF:21.9%;QQQ:8.9%;GLD:12.2%;VTI:21.9%;BRK.B:15.5%
|
US:66.3;EU:12.9;APAC:9.8;EM:7.2;Other:3.9
|
Value:+0.2;Growth:-0.6;Quality:+0.7;Size:+0.2;Momentum:-0.7;LowVol:+0.9
| null | 10
| 35
| 4.5
|
hard 10%
| 149
| 15.6
|
Volatile
| 29.9
| 5.02
| 3.4
| 140
| -20
| 47
| 82
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -12
| -19
|
BrokerA
|
VWAP
| 94
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| -9
| -5
| -33
| 3
| false
|
Increase defensive factor exposure
|
P7296
|
Hands-off
|
Taxable
|
USD
|
2024-07-12
| 417,177
| 41,061
| 376,116
| 1
| 62.1
| 22
| 9.2
| 6.7
|
MSFT:25.6%;AMZN:23.5%;MUB:25.3%;VNQ:25.6%
|
US:66.6;EU:7.4;APAC:13.7;EM:9.4;Other:2.8
|
Value:+0.8;Growth:+0.5;Quality:+0.1;Size:-0.5;Momentum:+0.6;LowVol:-1.0
|
ESGOnly
| 7
| 30
| 5.6
|
trailing 8%
| 102
| 17
|
Volatile
| 20.8
| 4.77
| 2.3
| 119
| 80
| 76
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -3
| -40
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 68
| -5
| 142
| 3
| false
|
Tighten stops on momentum names
|
P7297
|
Active
|
IRA
|
USD
|
2025-05-21
| 1,095,664
| 95,925
| 999,739
| 1
| 57.8
| 19.2
| 13.6
| 9.4
|
VOO:12.9%;BND:24.4%;QQQ:14.9%;IEF:24.4%;MSFT:23.4%
|
US:74.4;EU:7.5;APAC:6.1;EM:7.5;Other:4.5
|
Value:+0.5;Growth:-0.3;Quality:-0.3;Size:-0.6;Momentum:-0.0;LowVol:+0.9
|
MaxPos5%;NoDerivatives
| 10
| 35
| 5.2
|
hard 12%
| 224
| 16.3
|
Sideways
| 14.1
| 4.63
| 3.4
| 140
| 17
| 67
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -31
|
BrokerC
|
VWAP
| 94
| null | null |
Normal monitoring
| 93
| -13
| 54
| 3
| false
|
Increase defensive factor exposure
|
P7298
|
Hands-off
|
Roth
|
USD
|
2024-08-10
| 503,946
| 36,789
| 467,157
| 1
| 60.5
| 16.6
| 13.5
| 9.4
|
XLF:18.6%;TSLA:21.0%;MUB:21.0%;VTI:12.1%;AMZN:20.9%;BND:6.3%
|
US:69.3;EU:13.1;APAC:5.4;EM:11.1;Other:1.2
|
Value:-0.6;Growth:-0.5;Quality:-0.8;Size:+0.9;Momentum:-0.5;LowVol:+0.8
|
ESGOnly;MaxPos7%
| 5
| 35
| 5.4
|
hard 10%
| 106
| 14.9
|
Sideways
| 18.4
| 4.97
| 2.7
| 91
| 31
| 77
| 49
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -2
| -21
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -10
| -33
| 62
| 3
| false
|
Monitor dispersion and breadth
|
P7299
|
Opportunistic
|
401k
|
USD
|
2025-06-19
| 700,218
| 42,570
| 657,648
| 1
| 70.8
| 19.6
| 2
| 7.5
|
TLT:33.3%;AAPL:33.3%;IEF:33.3%
|
US:73.1;EU:5.6;APAC:14.4;EM:3.5;Other:3.3
|
Value:-0.1;Growth:-0.6;Quality:+0.5;Size:-0.4;Momentum:+0.3;LowVol:+0.8
|
MaxPos5%
| 7
| 25
| 4.1
|
hard 12%
| 193
| 24.9
|
Bull
| 13.4
| 3.59
| 2.6
| 85
| 111
| 99
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -10
| 14
|
BrokerC
|
VWAP
| 92
| null | null |
Normal monitoring
| 33
| -10
| 31
| 3
| false
|
Monitor dispersion and breadth
|
P7300
|
Cautious
|
Trust
|
USD
|
2025-02-18
| 233,355
| 20,091
| 213,264
| 1
| 47
| 35.2
| 4.2
| 13.6
|
VOO:18.3%;AMZN:18.4%;MSFT:10.8%;AAPL:17.2%;XLF:18.2%;GLD:17.1%
|
US:57.0;EU:20.3;APAC:12.1;EM:10.3;Other:0.3
|
Value:-0.1;Growth:+0.3;Quality:+0.1;Size:-0.3;Momentum:-0.1;LowVol:-0.9
|
MaxPos8%;NoMargin
| 6
| 35
| 5.7
|
trailing 10%
| 165
| 20
|
Bull
| 12
| 3.91
| 2.6
| 105
| 118
| 100
| 30
| false
|
Buy
|
Add to core equity +1%
| 24
| -23
|
BrokerD
|
VWAP
| 97
| null | null |
Normal monitoring
| 92
| -11
| 182
| 3
| false
|
Within IPS guidelines
|
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