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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7601
|
Active
|
Taxable
|
USD
|
2025-09-08
| 1,813,499
| 135,656
| 1,677,843
| 1
| 57.3
| 27.7
| 8
| 7
|
IEF:17.6%;QQQ:19.0%;MUB:17.3%;VOO:17.6%;BND:19.3%;AAPL:9.3%
|
US:71.3;EU:8.4;APAC:8.4;EM:11.7;Other:0.2
|
Value:-0.6;Growth:+0.1;Quality:+1.0;Size:-0.1;Momentum:+0.2;LowVol:-0.4
| null | 5
| 30
| 5.1
|
trailing 9%
| 150
| 20.8
|
Bull
| 11.8
| 3.98
| 2.8
| 113
| 65
| 69
| 34
| false
|
Buy
|
Add to core equity +1%
| -13
| 9
|
BrokerA
|
LMT
| 93
| null | null |
Normal monitoring
| 42
| -28
| 108
| 5
| false
|
Tax-aware sells next window
|
P7602
|
Opportunistic
|
Roth
|
USD
|
2025-09-10
| 1,282,122
| 82,797
| 1,199,325
| 1
| 76.8
| 17.2
| 1.7
| 4.3
|
AAPL:15.3%;GLD:28.2%;HYG:28.2%;MUB:28.2%
|
US:64.6;EU:8.7;APAC:18.5;EM:4.3;Other:3.9
|
Value:+1.0;Growth:-0.2;Quality:-0.6;Size:+0.2;Momentum:0.0;LowVol:-0.9
|
MaxPos5%
| 10
| 25
| 4.8
|
hard 12%
| 170
| 24.9
|
Sideways
| 17.6
| 3.85
| 2
| 93
| 50
| 80
| 68
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| 1
|
BrokerC
|
LMT
| 97
| null | null |
Normal monitoring
| -30
| -48
| 95
| 5
| false
|
Within IPS guidelines
|
P7603
|
Systematic
|
IRA
|
USD
|
2025-08-03
| 1,878,729
| 181,593
| 1,697,136
| 1
| 62.3
| 29.2
| 3.4
| 5.2
|
AAPL:33.3%;XLF:33.3%;TLT:33.3%
|
US:74.9;EU:10.7;APAC:6.7;EM:5.6;Other:2.1
|
Value:-0.5;Growth:-0.1;Quality:+0.8;Size:+0.9;Momentum:-0.1;LowVol:-0.7
|
NoDerivatives
| 7
| 35
| 4.5
|
trailing 9%
| 228
| 25.4
|
Sideways
| 17.7
| 3.52
| 2.8
| 106
| 50
| 88
| 52
| false
|
Buy
|
Add to core equity +1%
| 16
| -11
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 95
| -7
| 74
| 3
| false
|
Within IPS guidelines
|
P7604
|
Hands-off
|
Taxable
|
USD
|
2025-10-29
| 774,238
| 61,683
| 712,555
| 1
| 65.8
| 25.2
| 0
| 9
|
TLT:20.7%;BND:19.8%;BRK.B:17.4%;QQQ:20.7%;VOO:7.7%;IEF:13.6%
|
US:59.0;EU:17.8;APAC:12.6;EM:5.9;Other:4.7
|
Value:+0.5;Growth:-0.4;Quality:-0.2;Size:+0.3;Momentum:-0.8;LowVol:+0.7
|
MaxPos8%;NoDerivatives
| 5
| 25
| 5.5
|
trailing 8%
| 118
| 12.2
|
Volatile
| 26.5
| 4.71
| 4.1
| 127
| -57
| 28
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -11
| -39
|
BrokerA
|
MKT
| 90
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -5
| 2
| 6
| 4
| false
|
Monitor dispersion and breadth
|
P7605
|
Opportunistic
|
Taxable
|
USD
|
2025-05-21
| 509,099
| 38,265
| 470,834
| 1
| 63.6
| 10.8
| 16.8
| 8.8
|
XLF:27.1%;AMZN:27.1%;BND:27.1%;HYG:18.8%
|
US:57.6;EU:17.3;APAC:8.9;EM:12.3;Other:3.8
|
Value:+0.1;Growth:-1.0;Quality:+0.8;Size:-0.4;Momentum:-0.8;LowVol:-0.0
| null | 8
| 30
| 4.6
|
trailing 7%
| 239
| 34.2
|
Bear
| 34.7
| 3.27
| 1.8
| 141
| 20
| 63
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 24
| -38
|
BrokerA
|
LMT
| 86
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -24
| -20
| -15
| 3
| false
|
Tax-aware sells next window
|
P7606
|
Active
|
Roth
|
USD
|
2025-03-19
| 1,584,976
| 156,832
| 1,428,144
| 1.18
| 66.4
| 24.9
| 3.1
| 5.6
|
BND:27.0%;TLT:19.0%;IEF:27.0%;TSLA:27.0%
|
US:68.9;EU:5.9;APAC:13.9;EM:7.2;Other:4.2
|
Value:-0.4;Growth:-0.1;Quality:+0.2;Size:-0.5;Momentum:0.0;LowVol:-0.8
|
NoDerivatives
| 6
| 25
| 4.7
|
hard 12%
| 124
| 24.1
|
Bull
| 11.3
| 4.42
| 2.3
| 87
| 24
| 52
| 34
| false
|
NoAction
|
Within bands; monitor
| -10
| -18
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -10
| -51
| -18
| 4
| false
|
Within IPS guidelines
|
P7607
|
Systematic
|
Taxable
|
USD
|
2025-01-22
| 930,322
| 72,512
| 857,810
| 1
| 65.1
| 21.6
| 8.1
| 5.2
|
VTI:14.7%;AAPL:20.8%;BRK.B:9.6%;BND:20.8%;VNQ:20.8%;IEF:13.4%
|
US:66.3;EU:10.8;APAC:14.1;EM:8.1;Other:0.7
|
Value:+0.6;Growth:0.0;Quality:-0.3;Size:+0.2;Momentum:+0.1;LowVol:-0.2
| null | 8
| 35
| 5.4
|
trailing 8%
| 166
| 17.9
|
Volatile
| 20.4
| 5.21
| 3.8
| 139
| 80
| 98
| 68
| false
|
Buy
|
Add to core equity +1%
| 1
| -19
|
BrokerA
|
LMT
| 95
| null | null |
Normal monitoring
| -38
| -38
| 88
| 4
| false
|
Within IPS guidelines
|
P7608
|
Active
|
Roth
|
USD
|
2025-10-10
| 876,381
| 75,174
| 801,207
| 1
| 57.6
| 23
| 14.4
| 5.1
|
IEF:33.3%;TLT:33.3%;BRK.B:33.3%
|
US:75.3;EU:9.2;APAC:5.7;EM:9.0;Other:0.8
|
Value:-0.0;Growth:+0.1;Quality:+0.6;Size:+0.6;Momentum:+0.9;LowVol:+0.5
|
NoDerivatives
| 5
| 25
| 5.1
|
trailing 8%
| 180
| 24.6
|
Bear
| 33.2
| 3.85
| 1.8
| 132
| -92
| 5
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| -22
|
BrokerC
|
LMT
| 96
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -55
| 0
| -14
| 2
| false
|
Increase defensive factor exposure
|
P7609
|
Systematic
|
Roth
|
USD
|
2025-11-24
| 1,066,697
| 55,794
| 1,010,903
| 1
| 67.3
| 26.9
| 0.4
| 5.4
|
AAPL:23.6%;BND:23.6%;GLD:13.4%;MSFT:23.6%;MUB:15.8%
|
US:67.3;EU:14.6;APAC:8.6;EM:8.1;Other:1.4
|
Value:-0.5;Growth:+0.6;Quality:-0.2;Size:+0.7;Momentum:+0.6;LowVol:-0.3
|
NoDerivatives
| 10
| 35
| 5.9
|
hard 12%
| 131
| 19.8
|
Bull
| 14.5
| 3.55
| 2.2
| 84
| 110
| 100
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -12
| 9
|
BrokerB
|
LMT
| 85
| null | null |
Normal monitoring
| -54
| -32
| -60
| 5
| false
|
Monitor dispersion and breadth
|
P7610
|
Active
|
Taxable
|
USD
|
2025-06-22
| 1,667,973
| 165,123
| 1,502,850
| 1.14
| 59.4
| 19.9
| 13.6
| 7
|
HYG:18.3%;TSLA:23.7%;MSFT:23.7%;VTI:10.5%;GLD:23.7%
|
US:65.3;EU:12.0;APAC:14.6;EM:7.6;Other:0.5
|
Value:+1.0;Growth:-0.0;Quality:+0.2;Size:+0.6;Momentum:0.0;LowVol:-0.5
|
NoDerivatives
| 6
| 25
| 4.2
|
hard 12%
| 175
| 27
|
Bull
| 15.9
| 4.77
| 3.3
| 114
| 76
| 86
| 44
| false
|
Buy
|
Add to core equity +1%
| -15
| -5
|
BrokerD
|
LMT
| 85
| null | null |
Normal monitoring
| 103
| -53
| 214
| 5
| false
|
Increase defensive factor exposure
|
P7611
|
Hands-off
|
Trust
|
USD
|
2025-11-16
| 380,992
| 30,270
| 350,722
| 1
| 68.9
| 20.8
| 2.8
| 7.5
|
BND:24.0%;AMZN:24.0%;VTI:19.0%;VOO:18.0%;IEF:14.9%
|
US:66.7;EU:7.1;APAC:14.9;EM:6.8;Other:4.5
|
Value:+0.8;Growth:-0.1;Quality:+0.2;Size:+1.0;Momentum:+0.6;LowVol:+0.6
|
ESGOnly
| 6
| 25
| 4.5
|
trailing 8%
| 95
| 13.9
|
Bull
| 12
| 4.26
| 3
| 107
| 62
| 91
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 3
| -36
|
BrokerC
|
MKT
| 98
| null | null |
Normal monitoring
| 27
| 14
| 132
| 4
| false
|
Monitor dispersion and breadth
|
P7612
|
Systematic
|
IRA
|
USD
|
2025-06-20
| 756,193
| 67,397
| 688,796
| 1
| 64.8
| 21.9
| 7.4
| 5.9
|
MSFT:35.4%;XLF:35.4%;IEF:29.2%
|
US:63.9;EU:10.6;APAC:14.8;EM:9.7;Other:1.0
|
Value:-0.4;Growth:+0.2;Quality:-0.4;Size:+0.8;Momentum:-0.9;LowVol:+0.3
|
NoDerivatives
| 10
| 35
| 5.7
|
trailing 8%
| 133
| 17.4
|
Bear
| 27.6
| 4.28
| 2.6
| 193
| 11
| 54
| 84
| true
|
Hedge
|
Buy index puts 1% notional
| -12
| -3
|
BrokerB
|
MKT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 55
| -10
| 53
| 3
| false
|
Within IPS guidelines
|
P7613
|
Opportunistic
|
Trust
|
USD
|
2025-06-01
| 814,639
| 58,674
| 755,965
| 1.11
| 62.9
| 18.4
| 13.6
| 5.1
|
QQQ:16.6%;AAPL:20.8%;BND:16.4%;VNQ:8.3%;TSLA:20.8%;XLF:17.0%
|
US:64.6;EU:13.3;APAC:10.3;EM:9.3;Other:2.5
|
Value:-0.6;Growth:-0.4;Quality:+0.2;Size:-0.4;Momentum:-0.7;LowVol:-0.9
|
NoDerivatives
| 6
| 30
| 5.1
|
trailing 9%
| 185
| 21.1
|
Bull
| 11.1
| 3.57
| 2
| 79
| 98
| 100
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| 11
|
BrokerC
|
VWAP
| 89
| null | null |
Normal monitoring
| 103
| 13
| 68
| 4
| false
|
Within IPS guidelines
|
P7614
|
Cautious
|
IRA
|
USD
|
2025-07-29
| 747,981
| 94,469
| 653,512
| 1
| 37.9
| 37.4
| 8.9
| 15.8
|
HYG:33.3%;TLT:33.3%;MUB:33.3%
|
US:69.1;EU:10.1;APAC:11.0;EM:6.9;Other:2.9
|
Value:+0.9;Growth:+0.2;Quality:+0.4;Size:+1.0;Momentum:+0.9;LowVol:-0.7
|
MaxPos7%;NoDerivatives;NoMargin
| 8
| 30
| 5.5
|
trailing 10%
| 131
| 15.7
|
Volatile
| 30.7
| 4.77
| 3.5
| 162
| 6
| 42
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -1
| -37
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| -48
| 2
| -16
| 3
| false
|
Monitor dispersion and breadth
|
P7615
|
Opportunistic
|
Trust
|
USD
|
2025-11-03
| 1,462,354
| 98,600
| 1,363,754
| 1
| 62.3
| 19
| 13.1
| 5.5
|
AMZN:24.0%;GLD:28.8%;BND:18.3%;IEF:28.8%
|
US:67.6;EU:12.4;APAC:5.6;EM:10.4;Other:4.1
|
Value:+0.8;Growth:-0.4;Quality:+0.2;Size:-0.2;Momentum:+0.8;LowVol:-0.9
|
NoDerivatives
| 8
| 35
| 5.3
|
trailing 7%
| 249
| 24.5
|
Bull
| 17.8
| 4.41
| 2.6
| 115
| 29
| 65
| 44
| false
|
NoAction
|
Within bands; monitor
| -9
| -27
|
BrokerA
|
MKT
| 0
| null | null |
Normal monitoring
| -34
| -36
| 90
| 4
| false
|
Monitor dispersion and breadth
|
P7616
|
Opportunistic
|
Taxable
|
USD
|
2024-07-12
| 1,035,382
| 88,159
| 947,223
| 1.23
| 68.5
| 21.8
| 1.2
| 8.5
|
GLD:33.3%;AAPL:33.3%;HYG:33.3%
|
US:61.0;EU:17.6;APAC:7.2;EM:12.3;Other:1.8
|
Value:-0.1;Growth:+0.3;Quality:+0.7;Size:-0.4;Momentum:-0.5;LowVol:-0.7
|
MaxPos8%
| 10
| 30
| 5.5
|
hard 12%
| 255
| 34
|
Bear
| 27.4
| 3.29
| 1.4
| 151
| -7
| 51
| 70
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -9
| -10
|
BrokerA
|
VWAP
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 42
| 6
| 98
| 2
| false
|
Tighten stops on momentum names
|
P7617
|
Active
|
Roth
|
USD
|
2024-09-16
| 2,456,910
| 194,297
| 2,262,613
| 1
| 57.3
| 21.9
| 13.6
| 7.3
|
BRK.B:20.8%;TLT:9.7%;XLF:20.8%;AAPL:19.8%;QQQ:13.8%;BND:15.2%
|
US:57.2;EU:15.2;APAC:12.9;EM:9.8;Other:4.9
|
Value:-0.5;Growth:-0.8;Quality:+0.6;Size:+0.2;Momentum:-0.8;LowVol:+0.8
| null | 6
| 30
| 5.9
|
hard 12%
| 158
| 27.7
|
Volatile
| 31.1
| 3.87
| 4.2
| 173
| -4
| 57
| 85
| true
|
Rebalance
|
Rebalance back to target bands
| 2
| -20
|
BrokerB
|
MKT
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 25
| -13
| 101
| 3
| false
|
Tax-aware sells next window
|
P7618
|
Active
|
Roth
|
USD
|
2024-10-15
| 599,810
| 55,803
| 544,007
| 1
| 50.2
| 24.6
| 18.9
| 6.2
|
AMZN:19.5%;GLD:18.4%;VOO:12.5%;IEF:24.8%;BRK.B:24.8%
|
US:62.7;EU:11.8;APAC:9.8;EM:11.5;Other:4.2
|
Value:+0.1;Growth:+0.7;Quality:-0.0;Size:-0.8;Momentum:-0.6;LowVol:-0.8
|
MaxPos8%
| 6
| 25
| 5.5
|
trailing 9%
| 142
| 25.4
|
Bull
| 15.2
| 3.73
| 2.4
| 98
| 30
| 50
| 37
| false
|
Buy
|
Add to core equity +1%
| 9
| -14
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| 65
| -1
| 30
| 3
| false
|
Tax-aware sells next window
|
P7619
|
Systematic
|
IRA
|
USD
|
2024-11-15
| 534,161
| 48,930
| 485,231
| 1
| 64
| 27.6
| 0
| 8.4
|
VNQ:29.0%;BND:12.9%;BRK.B:29.0%;QQQ:29.0%
|
US:64.7;EU:11.5;APAC:14.3;EM:4.4;Other:5.1
|
Value:+0.2;Growth:+0.4;Quality:0.0;Size:-0.3;Momentum:0.0;LowVol:+0.3
|
MaxPos7%;NoDerivatives
| 10
| 25
| 4.9
|
trailing 9%
| 135
| 19.5
|
Bull
| 13.2
| 3.85
| 2.6
| 97
| 72
| 73
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 6
| -20
|
BrokerC
|
MKT
| 86
| null | null |
Normal monitoring
| 19
| 18
| -1
| 4
| false
|
Within IPS guidelines
|
P7620
|
Active
|
Roth
|
USD
|
2025-08-06
| 2,371,549
| 246,588
| 2,124,961
| 1
| 58.1
| 25.3
| 10.6
| 6
|
VTI:26.9%;XLF:26.9%;TLT:26.9%;GLD:19.3%
|
US:66.9;EU:8.8;APAC:14.5;EM:5.7;Other:4.1
|
Value:+0.1;Growth:+0.7;Quality:+0.3;Size:-0.9;Momentum:+0.2;LowVol:-0.9
|
MaxPos7%
| 6
| 30
| 4.3
|
trailing 9%
| 160
| 16.5
|
Bull
| 17.8
| 4.2
| 2.1
| 80
| 14
| 71
| 45
| false
|
Buy
|
Add to core equity +1%
| 19
| -11
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 119
| 18
| 124
| 3
| false
|
Tighten stops on momentum names
|
P7621
|
Opportunistic
|
Taxable
|
USD
|
2025-02-10
| 1,457,131
| 100,942
| 1,356,189
| 1
| 64.6
| 21.7
| 7.8
| 5.9
|
TSLA:21.7%;AMZN:21.7%;BND:13.2%;MSFT:21.7%;VOO:8.9%;MUB:12.9%
|
US:57.5;EU:18.6;APAC:10.8;EM:10.1;Other:3.1
|
Value:-0.6;Growth:-0.1;Quality:-0.2;Size:+0.1;Momentum:-0.0;LowVol:+0.8
|
MaxPos7%
| 5
| 25
| 5
|
trailing 9%
| 178
| 25.6
|
Sideways
| 17.2
| 4.15
| 3.1
| 139
| 36
| 67
| 60
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 19
| 7
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 103
| 14
| 188
| 3
| false
|
Increase defensive factor exposure
|
P7622
|
Cautious
|
Trust
|
USD
|
2025-07-18
| 744,440
| 83,506
| 660,934
| 1
| 43
| 43.4
| 1.5
| 12
|
MSFT:25.5%;AAPL:25.5%;HYG:23.4%;AMZN:25.5%
|
US:56.1;EU:17.2;APAC:12.7;EM:10.8;Other:3.2
|
Value:-0.8;Growth:-0.1;Quality:+0.8;Size:+0.1;Momentum:-0.5;LowVol:+1.0
|
NoDerivatives;NoMargin
| 10
| 25
| 4.9
|
trailing 8%
| 117
| 14.1
|
Sideways
| 16.6
| 3.95
| 2.7
| 128
| 6
| 67
| 35
| false
|
Sell
|
Trim extended winner -1%
| -10
| -21
|
BrokerD
|
MKT
| 86
| null | null |
Normal monitoring
| 4
| 9
| 64
| 5
| false
|
Tax-aware sells next window
|
P7623
|
Opportunistic
|
Trust
|
USD
|
2024-10-10
| 1,755,827
| 149,582
| 1,606,245
| 1
| 63.8
| 20.5
| 8.9
| 6.8
|
BND:19.0%;HYG:22.5%;MSFT:22.5%;TSLA:13.8%;AAPL:22.1%
|
US:66.5;EU:8.6;APAC:11.4;EM:10.8;Other:2.7
|
Value:+0.4;Growth:+0.2;Quality:+0.4;Size:-0.8;Momentum:-0.6;LowVol:-0.6
| null | 10
| 30
| 4.4
|
trailing 7%
| 211
| 34.7
|
Sideways
| 18
| 4.57
| 2
| 138
| 10
| 70
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| 0
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| -54
| 2
| 84
| 4
| false
|
Tighten stops on momentum names
|
P7624
|
Cautious
|
IRA
|
USD
|
2025-06-08
| 506,421
| 51,913
| 454,508
| 1
| 45
| 40.2
| 0
| 14.8
|
MSFT:12.1%;TSLA:17.9%;GLD:20.6%;TLT:20.6%;HYG:20.6%;BND:8.2%
|
US:56.8;EU:20.9;APAC:11.9;EM:10.2;Other:0.2
|
Value:-0.6;Growth:+0.5;Quality:-0.4;Size:+0.8;Momentum:+0.3;LowVol:+0.6
|
MaxPos5%;NoMargin
| 7
| 25
| 3.1
|
hard 10%
| 114
| 14.9
|
Bear
| 27.3
| 4.08
| 1.2
| 156
| 26
| 72
| 56
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| 11
|
BrokerA
|
VWAP
| 98
| null | null |
Normal monitoring
| 12
| 5
| 84
| 4
| false
|
Within IPS guidelines
|
P7625
|
Hands-off
|
IRA
|
USD
|
2024-11-11
| 384,045
| 35,383
| 348,662
| 1
| 57
| 28.4
| 6.9
| 7.8
|
MSFT:27.5%;TSLA:17.4%;VOO:27.5%;IEF:27.5%
|
US:66.8;EU:16.6;APAC:10.7;EM:3.7;Other:2.1
|
Value:+0.2;Growth:+0.8;Quality:+0.9;Size:-0.6;Momentum:-0.7;LowVol:+0.9
|
ESGOnly
| 7
| 30
| 3.2
|
hard 10%
| 131
| 19.1
|
Bull
| 11.9
| 4.82
| 2.8
| 74
| 62
| 82
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -20
|
BrokerC
|
LMT
| 88
| null | null |
Normal monitoring
| -5
| -4
| 20
| 5
| false
|
Within IPS guidelines
|
P7626
|
Cautious
|
IRA
|
USD
|
2024-08-31
| 743,732
| 100,569
| 643,163
| 1
| 46.5
| 39.4
| 0
| 14.1
|
IEF:19.9%;QQQ:22.5%;VNQ:22.5%;AAPL:20.1%;HYG:15.1%
|
US:61.5;EU:15.8;APAC:10.9;EM:8.2;Other:3.5
|
Value:-0.5;Growth:-0.3;Quality:+0.7;Size:+0.1;Momentum:+0.8;LowVol:+0.4
|
NoMargin
| 8
| 25
| 4.3
|
hard 10%
| 104
| 13.7
|
Bear
| 25.1
| 4.19
| 1.2
| 199
| -33
| 48
| 60
| false
|
Buy
|
Add to core equity +1%
| 13
| -28
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| -22
| -32
| 78
| 3
| false
|
Tax-aware sells next window
|
P7627
|
Hands-off
|
Taxable
|
USD
|
2025-11-02
| 441,140
| 42,340
| 398,800
| 1
| 67.9
| 23.9
| 0
| 8.2
|
MSFT:26.1%;XLF:9.9%;TLT:26.1%;VOO:11.7%;VTI:26.1%
|
US:76.5;EU:9.5;APAC:6.9;EM:5.4;Other:1.7
|
Value:-0.7;Growth:-0.2;Quality:+0.7;Size:+0.3;Momentum:+0.3;LowVol:+0.9
| null | 6
| 30
| 4.8
|
trailing 8%
| 165
| 19.9
|
Volatile
| 27.1
| 3.56
| 2.8
| 152
| 70
| 98
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 20
| 15
|
BrokerC
|
VWAP
| 87
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| -41
| -48
| -46
| 3
| false
|
Increase defensive factor exposure
|
P7628
|
Cautious
|
IRA
|
USD
|
2024-07-05
| 358,449
| 29,722
| 328,727
| 1
| 39.7
| 37.7
| 9.5
| 13
|
BRK.B:21.8%;TSLA:15.6%;MSFT:21.8%;VNQ:16.4%;VOO:8.3%;HYG:16.0%
|
US:67.8;EU:16.2;APAC:5.8;EM:7.7;Other:2.5
|
Value:-0.5;Growth:+0.8;Quality:-0.5;Size:+0.5;Momentum:+0.6;LowVol:+0.9
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 10
| 35
| 3.9
|
hard 10%
| 103
| 14
|
Sideways
| 19.5
| 3.82
| 2.1
| 93
| -10
| 48
| 34
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 26
| 1
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| 31
| 14
| 4
| 4
| false
|
Within IPS guidelines
|
P7629
|
Opportunistic
|
Trust
|
USD
|
2025-08-19
| 1,052,040
| 56,360
| 995,680
| 1
| 69.1
| 18.5
| 4.6
| 7.8
|
AMZN:21.3%;VTI:17.5%;XLF:17.6%;MSFT:21.8%;AAPL:21.8%
|
US:63.7;EU:12.9;APAC:15.1;EM:3.8;Other:4.4
|
Value:+0.1;Growth:+0.1;Quality:+0.4;Size:-0.2;Momentum:-0.9;LowVol:-0.8
| null | 5
| 35
| 5.2
|
hard 12%
| 269
| 25.1
|
Bull
| 12.2
| 4.08
| 2.6
| 117
| 80
| 84
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -30
|
BrokerC
|
MKT
| 89
| null | null |
Normal monitoring
| 55
| -44
| 139
| 5
| false
|
Tax-aware sells next window
|
P7630
|
Opportunistic
|
Trust
|
USD
|
2024-11-06
| 475,826
| 38,983
| 436,843
| 1
| 64.5
| 18.2
| 10.9
| 6.5
|
IEF:21.8%;BRK.B:21.8%;AMZN:16.6%;TLT:18.1%;VNQ:21.8%
|
US:63.2;EU:13.3;APAC:10.9;EM:10.2;Other:2.4
|
Value:-0.1;Growth:+0.4;Quality:+0.9;Size:-1.0;Momentum:-0.2;LowVol:-0.3
| null | 5
| 30
| 5
|
hard 12%
| 255
| 30.8
|
Volatile
| 30.6
| 4.39
| 2.9
| 144
| 19
| 50
| 69
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| 2
|
BrokerD
|
LMT
| 85
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -10
| 20
| 89
| 5
| false
|
Increase defensive factor exposure
|
P7631
|
Opportunistic
|
401k
|
USD
|
2024-08-02
| 1,575,557
| 94,896
| 1,480,661
| 1
| 63.3
| 12.9
| 18
| 5.8
|
TSLA:17.0%;GLD:21.9%;AAPL:21.1%;BND:14.2%;MUB:25.8%
|
US:75.3;EU:13.0;APAC:7.0;EM:2.9;Other:1.8
|
Value:+0.7;Growth:-0.7;Quality:+0.9;Size:+0.2;Momentum:+0.2;LowVol:+0.1
|
MaxPos8%;NoDerivatives
| 7
| 25
| 6.2
|
trailing 7%
| 272
| 24.4
|
Bull
| 16.3
| 3.54
| 2.3
| 101
| 93
| 82
| 59
| false
|
Sell
|
Trim extended winner -1%
| 17
| -8
|
BrokerA
|
LMT
| 89
| null | null |
Normal monitoring
| 95
| -60
| 114
| 4
| false
|
Increase defensive factor exposure
|
P7632
|
Hands-off
|
Roth
|
USD
|
2024-07-24
| 803,618
| 75,807
| 727,811
| 1
| 65.8
| 20.3
| 5.9
| 8
|
AMZN:33.3%;VTI:33.3%;VOO:33.3%
|
US:69.9;EU:11.2;APAC:6.9;EM:7.3;Other:4.6
|
Value:-0.3;Growth:-0.9;Quality:-0.7;Size:-0.3;Momentum:+0.3;LowVol:+0.3
| null | 6
| 25
| 3.7
|
hard 10%
| 134
| 18
|
Bull
| 14
| 4.18
| 3.3
| 101
| 19
| 63
| 48
| false
|
Sell
|
Trim extended winner -1%
| -9
| 3
|
BrokerB
|
VWAP
| 92
| null | null |
Normal monitoring
| 18
| -45
| 67
| 5
| false
|
Monitor dispersion and breadth
|
P7633
|
Systematic
|
401k
|
USD
|
2024-09-08
| 1,998,741
| 193,091
| 1,805,650
| 1
| 61.6
| 31
| 1.4
| 6
|
VNQ:33.3%;QQQ:33.3%;GLD:33.3%
|
US:59.3;EU:19.9;APAC:12.3;EM:7.5;Other:1.0
|
Value:-0.4;Growth:-0.7;Quality:+0.4;Size:-0.8;Momentum:-0.9;LowVol:+0.7
|
NoDerivatives
| 10
| 35
| 4.8
|
trailing 8%
| 158
| 22.5
|
Bear
| 22.7
| 3.59
| 1.8
| 181
| -6
| 41
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| 12
|
BrokerB
|
VWAP
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 87
| -41
| 206
| 5
| false
|
Increase defensive factor exposure
|
P7634
|
Cautious
|
401k
|
USD
|
2024-12-07
| 257,005
| 37,679
| 219,326
| 1
| 45.3
| 39.1
| 0
| 15.6
|
HYG:16.2%;BND:21.0%;GLD:8.5%;VOO:12.7%;VTI:20.6%;TSLA:21.0%
|
US:69.7;EU:14.5;APAC:9.2;EM:4.2;Other:2.4
|
Value:-0.1;Growth:0.0;Quality:+0.6;Size:-0.3;Momentum:-0.6;LowVol:-0.2
|
ESGOnly;NoDerivatives;NoMargin
| 10
| 25
| 5.9
|
trailing 8%
| 125
| 15.4
|
Bull
| 11
| 4.15
| 2.7
| 71
| 115
| 100
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -11
| -9
|
BrokerD
|
VWAP
| 91
| null | null |
Normal monitoring
| 103
| -7
| 232
| 5
| false
|
Monitor dispersion and breadth
|
P7635
|
Systematic
|
Roth
|
USD
|
2025-11-12
| 1,338,040
| 114,093
| 1,223,947
| 1
| 55.4
| 24.9
| 13
| 6.7
|
AMZN:27.2%;VNQ:27.2%;BND:27.2%;MUB:18.5%
|
US:66.2;EU:10.3;APAC:6.8;EM:11.3;Other:5.3
|
Value:+0.4;Growth:+0.7;Quality:+0.5;Size:+0.8;Momentum:+0.4;LowVol:+1.0
|
NoDerivatives
| 6
| 35
| 5.3
|
trailing 9%
| 195
| 18.1
|
Sideways
| 14.2
| 3.75
| 2.7
| 104
| 1
| 37
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 33
| -12
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 72
| -2
| 108
| 3
| false
|
Monitor dispersion and breadth
|
P7636
|
Opportunistic
|
IRA
|
USD
|
2025-07-25
| 1,654,228
| 87,311
| 1,566,917
| 1
| 61.5
| 11.4
| 23
| 4.1
|
BND:16.4%;BRK.B:21.4%;GLD:20.4%;AAPL:21.4%;XLF:20.4%
|
US:67.3;EU:11.5;APAC:7.3;EM:10.6;Other:3.3
|
Value:-0.5;Growth:-0.5;Quality:-0.5;Size:-0.7;Momentum:+0.2;LowVol:+0.5
|
MaxPos7%
| 7
| 35
| 6.9
|
trailing 9%
| 241
| 30.4
|
Bear
| 24.2
| 4.42
| 2.8
| 189
| -61
| 24
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 24
| -31
|
BrokerC
|
LMT
| 96
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 102
| -37
| 88
| 3
| true
|
Increase defensive factor exposure
|
P7637
|
Systematic
|
IRA
|
USD
|
2024-10-03
| 776,879
| 41,815
| 735,064
| 1
| 65.5
| 27.8
| 0
| 6.6
|
AMZN:24.6%;GLD:25.1%;AAPL:25.1%;VOO:25.1%
|
US:59.2;EU:19.6;APAC:11.4;EM:4.7;Other:5.0
|
Value:-0.1;Growth:+1.0;Quality:-1.0;Size:+0.2;Momentum:-0.6;LowVol:+0.9
|
NoDerivatives
| 5
| 25
| 5.3
|
trailing 9%
| 186
| 18.3
|
Volatile
| 20.9
| 5.39
| 2.2
| 150
| 16
| 63
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| -8
|
BrokerC
|
LMT
| 91
| null | null |
Normal monitoring
| 12
| 8
| 114
| 3
| false
|
Monitor dispersion and breadth
|
P7638
|
Hands-off
|
IRA
|
USD
|
2025-09-28
| 295,912
| 25,261
| 270,651
| 1
| 65.3
| 26.3
| 2.4
| 6
|
TSLA:36.7%;AMZN:26.7%;HYG:36.7%
|
US:66.5;EU:15.5;APAC:10.8;EM:3.6;Other:3.6
|
Value:-0.0;Growth:-0.5;Quality:0.0;Size:-0.2;Momentum:-0.6;LowVol:+0.6
|
ESGOnly;MaxPos7%;NoDerivatives
| 6
| 35
| 3.2
|
trailing 8%
| 158
| 13.9
|
Bull
| 15.7
| 3.91
| 2.4
| 112
| 99
| 100
| 41
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -6
| -19
|
BrokerC
|
MKT
| 85
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -14
| -44
| 34
| 5
| false
|
Within IPS guidelines
|
P7639
|
Active
|
IRA
|
USD
|
2025-11-25
| 1,434,536
| 105,284
| 1,329,252
| 1
| 67.3
| 21.7
| 4.6
| 6.4
|
AMZN:33.3%;IEF:33.3%;VNQ:33.3%
|
US:65.8;EU:14.7;APAC:12.3;EM:6.1;Other:1.2
|
Value:+0.2;Growth:+0.2;Quality:+1.0;Size:-0.6;Momentum:+0.8;LowVol:-0.3
| null | 8
| 25
| 5.2
|
hard 12%
| 158
| 27.6
|
Bull
| 15.9
| 4.71
| 2.6
| 115
| 28
| 49
| 45
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 34
| -9
|
BrokerA
|
VWAP
| 99
| null | null |
Normal monitoring
| -27
| -27
| 2
| 3
| false
|
Increase defensive factor exposure
|
P7640
|
Systematic
|
Taxable
|
USD
|
2024-10-24
| 1,767,625
| 98,298
| 1,669,327
| 1
| 57.1
| 26.8
| 10.9
| 5.1
|
BND:10.8%;TSLA:20.8%;MUB:22.8%;VTI:22.8%;BRK.B:22.8%
|
US:72.7;EU:15.4;APAC:6.6;EM:4.4;Other:0.9
|
Value:+0.9;Growth:-0.9;Quality:-0.8;Size:-0.1;Momentum:+0.2;LowVol:+0.7
| null | 6
| 35
| 4.5
|
trailing 8%
| 193
| 18.9
|
Volatile
| 24.9
| 5.39
| 3.3
| 121
| 4
| 37
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| -4
|
BrokerC
|
MKT
| 85
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -24
| -15
| 112
| 5
| false
|
Within IPS guidelines
|
P7641
|
Cautious
|
401k
|
USD
|
2025-12-17
| 721,428
| 107,699
| 613,729
| 1
| 37.2
| 41.3
| 5.8
| 15.7
|
VOO:22.5%;BRK.B:20.1%;VTI:22.5%;HYG:12.5%;MUB:22.5%
|
US:61.8;EU:19.1;APAC:10.3;EM:6.1;Other:2.7
|
Value:-0.3;Growth:+0.5;Quality:+0.9;Size:+0.6;Momentum:-0.4;LowVol:+0.1
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 30
| 5.2
|
trailing 10%
| 142
| 17.3
|
Bear
| 22.5
| 3.48
| 2.7
| 177
| -107
| 5
| 47
| false
|
Sell
|
Trim extended winner -1%
| -7
| 6
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| -28
| -7
| -6
| 5
| false
|
Monitor dispersion and breadth
|
P7642
|
Opportunistic
|
Trust
|
USD
|
2025-06-13
| 582,024
| 37,670
| 544,354
| 1
| 68.7
| 14.3
| 10.8
| 6.2
|
TSLA:33.3%;TLT:33.3%;HYG:33.3%
|
US:72.5;EU:7.3;APAC:11.3;EM:7.2;Other:1.7
|
Value:+1.0;Growth:+0.1;Quality:+0.1;Size:+0.2;Momentum:-0.2;LowVol:-0.0
|
MaxPos6%;NoDerivatives
| 6
| 30
| 4.1
|
trailing 7%
| 279
| 30.1
|
Bull
| 12.4
| 4.17
| 3.2
| 115
| 76
| 100
| 56
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 3
| 13
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| 24
| 10
| 55
| 3
| false
|
Monitor dispersion and breadth
|
P7643
|
Cautious
|
401k
|
USD
|
2025-04-12
| 649,264
| 70,176
| 579,088
| 1
| 47.9
| 33.6
| 2.2
| 16.2
|
HYG:15.2%;IEF:17.7%;MUB:23.1%;VNQ:23.1%;QQQ:20.9%
|
US:60.5;EU:21.1;APAC:10.4;EM:5.6;Other:2.4
|
Value:+0.5;Growth:0.0;Quality:+0.9;Size:-1.0;Momentum:+0.8;LowVol:+0.3
|
NoMargin
| 5
| 25
| 5.3
|
trailing 8%
| 100
| 14.8
|
Bear
| 32.7
| 3.03
| 2.3
| 210
| -41
| 25
| 66
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -17
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 0
| -18
| 110
| 3
| false
|
Tax-aware sells next window
|
P7644
|
Hands-off
|
401k
|
USD
|
2025-05-26
| 289,232
| 25,593
| 263,639
| 1
| 59
| 22.5
| 13.2
| 5.3
|
HYG:20.0%;TLT:26.7%;VOO:26.7%;TSLA:26.7%
|
US:66.6;EU:15.1;APAC:7.0;EM:10.4;Other:0.9
|
Value:-0.6;Growth:+0.8;Quality:-0.1;Size:+0.1;Momentum:+0.3;LowVol:+0.8
| null | 10
| 25
| 5.4
|
trailing 8%
| 103
| 16.5
|
Volatile
| 25.5
| 3.59
| 2.6
| 113
| 13
| 49
| 62
| false
|
NoAction
|
Within bands; monitor
| 34
| -32
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 86
| -28
| 179
| 3
| false
|
Tighten stops on momentum names
|
P7645
|
Cautious
|
401k
|
USD
|
2025-06-08
| 810,994
| 86,335
| 724,659
| 1
| 41.8
| 38.8
| 6.8
| 12.7
|
HYG:18.6%;AAPL:22.4%;MUB:22.4%;BND:9.6%;TLT:15.4%;TSLA:11.5%
|
US:69.0;EU:16.1;APAC:10.5;EM:3.1;Other:1.3
|
Value:+0.6;Growth:+0.5;Quality:+0.9;Size:-0.7;Momentum:+0.7;LowVol:-0.3
|
MaxPos5%;NoMargin
| 6
| 35
| 4.4
|
trailing 8%
| 100
| 16.5
|
Volatile
| 28
| 4.16
| 4
| 126
| 52
| 76
| 58
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -13
| -24
|
BrokerA
|
VWAP
| 94
| null | null |
Normal monitoring
| -1
| 0
| -2
| 5
| false
|
Monitor dispersion and breadth
|
P7646
|
Hands-off
|
IRA
|
USD
|
2025-05-31
| 689,235
| 32,016
| 657,219
| 1
| 68.3
| 15.7
| 10.9
| 5.1
|
IEF:16.8%;TSLA:22.6%;TLT:9.1%;MUB:14.3%;GLD:14.6%;VOO:22.6%
|
US:60.5;EU:16.6;APAC:13.6;EM:4.9;Other:4.3
|
Value:-0.0;Growth:-0.0;Quality:-0.4;Size:+0.9;Momentum:-0.3;LowVol:+0.8
|
ESGOnly
| 10
| 25
| 3.6
|
trailing 8%
| 110
| 13.3
|
Volatile
| 25.1
| 4.41
| 4.2
| 112
| -45
| 13
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -12
|
BrokerD
|
LMT
| 90
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| -50
| -44
| 16
| 3
| false
|
Tighten stops on momentum names
|
P7647
|
Cautious
|
Roth
|
USD
|
2025-04-16
| 760,667
| 68,573
| 692,094
| 1
| 47.7
| 38.8
| 2.9
| 10.7
|
BND:33.3%;BRK.B:33.3%;GLD:33.3%
|
US:65.1;EU:17.2;APAC:8.2;EM:9.4;Other:0.1
|
Value:+0.1;Growth:-0.2;Quality:-0.0;Size:-0.4;Momentum:+0.2;LowVol:+0.2
|
NoMargin
| 10
| 25
| 4.6
|
hard 10%
| 125
| 19.9
|
Bull
| 14.1
| 4.57
| 2.3
| 88
| 81
| 93
| 31
| false
|
Buy
|
Add to core equity +1%
| 3
| -1
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| -39
| 3
| 8
| 3
| false
|
Increase defensive factor exposure
|
P7648
|
Hands-off
|
Taxable
|
USD
|
2024-08-15
| 567,226
| 26,651
| 540,575
| 1
| 61.6
| 23.4
| 8.9
| 6.1
|
BRK.B:33.3%;HYG:33.3%;TLT:33.3%
|
US:62.7;EU:13.2;APAC:11.5;EM:8.6;Other:3.9
|
Value:+0.5;Growth:-0.7;Quality:-0.7;Size:-1.0;Momentum:-0.4;LowVol:+0.7
| null | 8
| 35
| 3.4
|
trailing 8%
| 165
| 17.4
|
Volatile
| 24.8
| 3.81
| 3.5
| 118
| 79
| 100
| 66
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -11
| 14
|
BrokerB
|
VWAP
| 100
| null | null |
Normal monitoring
| 34
| -31
| 65
| 5
| false
|
Tighten stops on momentum names
|
P7649
|
Hands-off
|
Roth
|
USD
|
2025-05-18
| 288,039
| 17,061
| 270,978
| 1
| 70
| 20.2
| 0
| 9.8
|
HYG:15.3%;AAPL:12.5%;MSFT:20.5%;AMZN:10.8%;BND:20.5%;VOO:20.5%
|
US:58.2;EU:16.7;APAC:14.1;EM:9.9;Other:1.1
|
Value:+0.9;Growth:-0.6;Quality:-0.4;Size:+0.7;Momentum:+0.4;LowVol:+0.9
| null | 7
| 25
| 5.8
|
trailing 8%
| 94
| 14.9
|
Volatile
| 29.1
| 4.11
| 2.6
| 140
| -11
| 47
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 28
| -1
|
BrokerC
|
LMT
| 96
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 114
| -33
| 145
| 2
| false
|
Within IPS guidelines
|
P7650
|
Hands-off
|
Trust
|
USD
|
2024-12-21
| 556,954
| 39,005
| 517,949
| 1
| 67
| 27.2
| 0
| 5.7
|
BRK.B:20.0%;MSFT:11.1%;VTI:16.3%;VOO:18.9%;AAPL:20.6%;VNQ:13.1%
|
US:63.6;EU:12.0;APAC:11.5;EM:8.3;Other:4.6
|
Value:+0.1;Growth:+0.4;Quality:-0.3;Size:+0.4;Momentum:+0.1;LowVol:-0.6
|
ESGOnly;MaxPos7%;NoDerivatives
| 5
| 30
| 3.1
|
trailing 8%
| 148
| 13
|
Bull
| 13.5
| 4.74
| 3.2
| 102
| 114
| 100
| 38
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -7
|
BrokerD
|
MKT
| 95
| null | null |
Normal monitoring
| 100
| -33
| 119
| 4
| false
|
Within IPS guidelines
|
P7651
|
Active
|
Trust
|
USD
|
2024-10-25
| 763,695
| 65,423
| 698,272
| 1
| 53.7
| 22.2
| 14.4
| 9.8
|
AMZN:24.2%;MSFT:26.6%;VTI:22.6%;MUB:26.6%
|
US:72.5;EU:12.7;APAC:6.2;EM:6.3;Other:2.3
|
Value:-0.7;Growth:-0.5;Quality:+1.0;Size:-0.7;Momentum:-0.2;LowVol:+0.2
|
MaxPos7%
| 10
| 25
| 4.8
|
hard 12%
| 149
| 22.4
|
Sideways
| 18.6
| 4.99
| 3.2
| 129
| 34
| 58
| 47
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -38
|
BrokerB
|
VWAP
| 89
| null | null |
Normal monitoring
| -24
| -2
| 52
| 5
| false
|
Tax-aware sells next window
|
P7652
|
Active
|
IRA
|
USD
|
2025-09-11
| 2,356,887
| 258,467
| 2,098,420
| 1
| 65.3
| 28.6
| 0
| 6.1
|
VNQ:21.7%;GLD:26.1%;BND:26.1%;MUB:26.1%
|
US:71.2;EU:9.8;APAC:6.8;EM:9.6;Other:2.6
|
Value:+0.7;Growth:0.0;Quality:0.0;Size:+0.7;Momentum:-1.0;LowVol:+0.2
| null | 7
| 35
| 4.1
|
trailing 8%
| 217
| 18.5
|
Bear
| 31.4
| 3.03
| 2.8
| 216
| 37
| 55
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 29
| -19
|
BrokerC
|
MKT
| 100
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 36
| -53
| 162
| 3
| true
|
Monitor dispersion and breadth
|
P7653
|
Hands-off
|
401k
|
USD
|
2024-11-25
| 460,576
| 19,713
| 440,863
| 1
| 60.6
| 28.1
| 4.4
| 6.8
|
XLF:33.3%;HYG:33.3%;VTI:33.3%
|
US:67.3;EU:7.2;APAC:14.0;EM:8.8;Other:2.6
|
Value:+0.8;Growth:-0.6;Quality:+0.9;Size:+0.2;Momentum:-0.9;LowVol:-0.7
|
ESGOnly;MaxPos7%;NoDerivatives
| 8
| 30
| 4.3
|
trailing 8%
| 115
| 14.3
|
Bull
| 14.2
| 3.56
| 2.1
| 99
| 30
| 54
| 44
| false
|
Buy
|
Add to core equity +1%
| 35
| 0
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| 11
| -56
| 11
| 4
| false
|
Tax-aware sells next window
|
P7654
|
Active
|
Trust
|
USD
|
2025-06-11
| 1,840,772
| 215,349
| 1,625,423
| 1
| 50.8
| 27.4
| 12.4
| 9.4
|
BND:14.1%;QQQ:23.8%;MUB:14.4%;VOO:23.8%;TSLA:23.8%
|
US:68.6;EU:10.6;APAC:12.0;EM:7.3;Other:1.4
|
Value:+0.9;Growth:0.0;Quality:-0.2;Size:+0.2;Momentum:-0.4;LowVol:-0.2
| null | 8
| 25
| 4.3
|
trailing 8%
| 171
| 22.3
|
Volatile
| 31.6
| 3.97
| 2.2
| 180
| 22
| 64
| 74
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 31
| 12
|
BrokerC
|
LMT
| 98
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 2
| 11
| 47
| 4
| false
|
Tax-aware sells next window
|
P7655
|
Opportunistic
|
Trust
|
USD
|
2025-10-02
| 971,151
| 37,426
| 933,725
| 1
| 76.7
| 11.2
| 6.8
| 5.3
|
TSLA:25.4%;MUB:25.4%;VTI:25.4%;IEF:23.8%
|
US:64.5;EU:14.5;APAC:10.7;EM:6.9;Other:3.3
|
Value:+0.2;Growth:-0.4;Quality:-0.3;Size:-0.8;Momentum:+0.3;LowVol:-0.9
|
MaxPos8%;NoDerivatives
| 7
| 30
| 4.4
|
trailing 9%
| 251
| 27.8
|
Volatile
| 28.5
| 4.58
| 4.3
| 140
| -47
| 31
| 79
| true
|
Rebalance
|
Rebalance back to target bands
| -3
| -18
|
BrokerD
|
VWAP
| 91
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| -38
| -46
| 88
| 4
| false
|
Increase defensive factor exposure
|
P7656
|
Active
|
Taxable
|
USD
|
2025-04-10
| 1,223,025
| 81,694
| 1,141,331
| 1
| 58.1
| 22
| 13.3
| 6.6
|
MUB:14.6%;VNQ:15.8%;VOO:17.2%;TLT:17.0%;XLF:18.3%;MSFT:17.1%
|
US:67.9;EU:14.8;APAC:7.8;EM:7.5;Other:2.0
|
Value:+0.4;Growth:+0.2;Quality:-0.1;Size:-0.2;Momentum:-0.9;LowVol:-0.3
|
MaxPos6%;NoDerivatives
| 8
| 25
| 4.2
|
trailing 9%
| 164
| 23.9
|
Volatile
| 30.3
| 5.28
| 3.7
| 153
| 3
| 51
| 81
| true
|
Hedge
|
Buy index puts 1% notional
| -14
| 13
|
BrokerB
|
VWAP
| 92
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -7
| -33
| 120
| 2
| true
|
Increase defensive factor exposure
|
P7657
|
Hands-off
|
Trust
|
USD
|
2024-08-30
| 700,304
| 36,904
| 663,400
| 1
| 64.3
| 19.6
| 8.1
| 8.1
|
BRK.B:25.0%;XLF:25.0%;AMZN:25.0%;VNQ:25.0%
|
US:61.9;EU:15.4;APAC:8.6;EM:11.8;Other:2.3
|
Value:+0.2;Growth:+0.7;Quality:+0.1;Size:-0.8;Momentum:+0.1;LowVol:-0.8
| null | 7
| 30
| 4.6
|
trailing 8%
| 170
| 13.5
|
Bull
| 14.7
| 3.63
| 2.2
| 82
| 62
| 88
| 45
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| 0
|
BrokerB
|
LMT
| 91
| null | null |
Normal monitoring
| -24
| -28
| 107
| 3
| false
|
Within IPS guidelines
|
P7658
|
Systematic
|
401k
|
USD
|
2024-07-19
| 591,271
| 46,011
| 545,260
| 1
| 62.3
| 30.5
| 0
| 7.2
|
QQQ:8.7%;TSLA:22.9%;HYG:15.1%;MSFT:22.9%;IEF:7.6%;MUB:22.9%
|
US:63.3;EU:14.4;APAC:13.6;EM:6.5;Other:2.2
|
Value:+0.5;Growth:-0.2;Quality:-0.1;Size:0.0;Momentum:+0.3;LowVol:+0.4
|
NoDerivatives
| 10
| 30
| 4.9
|
hard 12%
| 142
| 21.6
|
Bull
| 11.2
| 4.54
| 2.9
| 71
| 81
| 85
| 29
| true
|
Rebalance
|
Rebalance back to target bands
| 16
| -32
|
BrokerB
|
LMT
| 95
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| 22
| -3
| 41
| 2
| false
|
Tax-aware sells next window
|
P7659
|
Active
|
Taxable
|
USD
|
2025-12-09
| 676,585
| 55,955
| 620,630
| 1
| 64.1
| 29.8
| 0
| 6.1
|
AAPL:25.7%;TLT:25.7%;VTI:25.7%;MSFT:22.9%
|
US:74.1;EU:12.4;APAC:6.4;EM:5.8;Other:1.2
|
Value:+0.3;Growth:-0.7;Quality:-0.4;Size:-0.1;Momentum:+0.5;LowVol:+0.4
| null | 10
| 25
| 5.1
|
trailing 8%
| 124
| 22.7
|
Sideways
| 19.3
| 4.91
| 3.3
| 121
| 56
| 75
| 56
| false
|
Buy
|
Add to core equity +1%
| 25
| -23
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 52
| -3
| 16
| 5
| false
|
Monitor dispersion and breadth
|
P7660
|
Active
|
IRA
|
USD
|
2025-01-03
| 2,091,408
| 129,065
| 1,962,343
| 1.2
| 63.9
| 22.4
| 7.7
| 6
|
TLT:37.5%;MUB:25.0%;MSFT:37.5%
|
US:71.3;EU:7.4;APAC:11.6;EM:7.0;Other:2.7
|
Value:+0.7;Growth:-0.7;Quality:+0.6;Size:+0.8;Momentum:-0.7;LowVol:-0.7
| null | 8
| 25
| 4.2
|
hard 12%
| 193
| 19.3
|
Sideways
| 17.5
| 4.21
| 2.1
| 99
| 28
| 50
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 20
| -8
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 82
| 20
| 105
| 4
| false
|
Tax-aware sells next window
|
P7661
|
Cautious
|
Trust
|
USD
|
2025-10-04
| 278,452
| 32,361
| 246,091
| 1
| 49.9
| 35.2
| 0.3
| 14.5
|
MSFT:33.3%;GLD:33.3%;VTI:33.3%
|
US:66.3;EU:14.2;APAC:10.0;EM:5.2;Other:4.3
|
Value:-0.6;Growth:-0.2;Quality:-0.4;Size:-0.1;Momentum:-0.4;LowVol:-0.4
|
ESGOnly;NoMargin
| 5
| 35
| 5.5
|
hard 10%
| 97
| 13.8
|
Bear
| 25.8
| 4.29
| 1
| 180
| -93
| 6
| 51
| false
|
Buy
|
Add to core equity +1%
| 0
| -30
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| -4
| -12
| 80
| 5
| false
|
Increase defensive factor exposure
|
P7662
|
Cautious
|
401k
|
USD
|
2025-06-26
| 880,677
| 138,514
| 742,163
| 1
| 46.4
| 39.8
| 0
| 13.8
|
QQQ:33.3%;VOO:33.3%;TSLA:33.3%
|
US:66.0;EU:14.1;APAC:8.3;EM:8.8;Other:2.8
|
Value:+0.3;Growth:+1.0;Quality:-0.5;Size:-0.4;Momentum:-0.4;LowVol:-0.4
|
NoMargin
| 6
| 25
| 3.2
|
hard 10%
| 111
| 12.2
|
Sideways
| 17.4
| 3.61
| 2.1
| 93
| 50
| 71
| 38
| true
|
Hedge
|
Buy index puts 1% notional
| -4
| 1
|
BrokerC
|
LMT
| 97
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -56
| -52
| -55
| 4
| false
|
Increase defensive factor exposure
|
P7663
|
Active
|
401k
|
USD
|
2025-09-27
| 958,513
| 64,598
| 893,915
| 1
| 57.3
| 18.5
| 16
| 8.1
|
VNQ:23.1%;MUB:16.9%;BRK.B:16.5%;IEF:23.1%;MSFT:11.2%;XLF:9.2%
|
US:63.7;EU:14.7;APAC:8.1;EM:11.7;Other:1.8
|
Value:+0.1;Growth:+0.4;Quality:-0.8;Size:-0.3;Momentum:+0.5;LowVol:-0.9
| null | 8
| 30
| 4.9
|
trailing 9%
| 166
| 20.8
|
Sideways
| 21.5
| 3.89
| 3.3
| 125
| 27
| 54
| 65
| true
|
Rebalance
|
Rebalance back to target bands
| 2
| -3
|
BrokerB
|
VWAP
| 89
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 43
| -36
| 125
| 4
| true
|
Tighten stops on momentum names
|
P7664
|
Opportunistic
|
Taxable
|
USD
|
2025-09-17
| 874,829
| 28,983
| 845,846
| 1
| 62.4
| 17.1
| 13.9
| 6.7
|
AAPL:11.0%;XLF:23.0%;BRK.B:17.8%;AMZN:24.1%;VOO:24.1%
|
US:57.1;EU:14.1;APAC:15.3;EM:12.8;Other:0.7
|
Value:-0.2;Growth:-0.7;Quality:+0.3;Size:+0.3;Momentum:-0.0;LowVol:+0.1
|
MaxPos7%
| 7
| 25
| 6
|
hard 12%
| 199
| 30.6
|
Volatile
| 28.7
| 4.07
| 2.6
| 152
| 76
| 89
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 23
| 10
|
BrokerA
|
LMT
| 95
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 85
| 17
| 69
| 2
| false
|
Tighten stops on momentum names
|
P7665
|
Opportunistic
|
IRA
|
USD
|
2025-02-02
| 695,924
| 56,582
| 639,342
| 1
| 67
| 19.3
| 6.9
| 6.7
|
HYG:21.1%;MUB:10.2%;TSLA:18.1%;BND:17.4%;TLT:21.1%;AMZN:12.1%
|
US:62.3;EU:18.4;APAC:13.1;EM:5.5;Other:0.8
|
Value:+1.0;Growth:-0.5;Quality:+0.1;Size:-0.1;Momentum:-0.3;LowVol:-0.2
| null | 6
| 25
| 6.6
|
hard 12%
| 202
| 22.5
|
Bull
| 12.9
| 4.41
| 2.6
| 90
| 28
| 59
| 41
| false
|
Sell
|
Trim extended winner -1%
| 12
| -22
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| -28
| -17
| -50
| 4
| false
|
Tax-aware sells next window
|
P7666
|
Cautious
|
Roth
|
USD
|
2024-11-28
| 309,541
| 35,732
| 273,809
| 1
| 45.3
| 40.2
| 0
| 14.5
|
VTI:21.6%;TLT:21.6%;GLD:16.5%;MUB:20.1%;AAPL:20.2%
|
US:69.0;EU:11.8;APAC:6.1;EM:8.4;Other:4.7
|
Value:-0.2;Growth:-0.9;Quality:-0.9;Size:+0.9;Momentum:-0.4;LowVol:+0.6
|
ESGOnly;NoDerivatives;NoMargin
| 6
| 30
| 5.9
|
hard 10%
| 90
| 19.2
|
Bull
| 13.9
| 4.24
| 2.8
| 105
| 94
| 84
| 44
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 10
| -2
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 104
| 16
| 154
| 4
| false
|
Tax-aware sells next window
|
P7667
|
Hands-off
|
401k
|
USD
|
2024-11-07
| 529,859
| 32,195
| 497,664
| 1
| 61.7
| 16.3
| 13.7
| 8.3
|
MUB:24.1%;IEF:24.1%;XLF:9.7%;AMZN:24.1%;VOO:17.9%
|
US:66.6;EU:13.8;APAC:10.3;EM:7.6;Other:1.8
|
Value:+1.0;Growth:+0.1;Quality:-0.9;Size:+0.3;Momentum:-0.2;LowVol:+0.3
|
MaxPos5%
| 6
| 35
| 5.5
|
trailing 10%
| 119
| 17.7
|
Volatile
| 28.2
| 5.17
| 3.9
| 176
| 71
| 97
| 82
| true
|
Rebalance
|
Rebalance back to target bands
| 2
| -33
|
BrokerC
|
LMT
| 87
|
VAR>budget
|
Pause
|
Risk above budget threshold
| -58
| -25
| 3
| 5
| false
|
Monitor dispersion and breadth
|
P7668
|
Systematic
|
IRA
|
USD
|
2024-09-27
| 452,988
| 38,964
| 414,024
| 1
| 62.9
| 28.1
| 0
| 9
|
HYG:12.6%;MUB:18.1%;VTI:17.6%;IEF:25.9%;AAPL:25.9%
|
US:70.0;EU:9.7;APAC:8.4;EM:10.8;Other:1.1
|
Value:-0.1;Growth:+0.3;Quality:+0.1;Size:+0.8;Momentum:+0.6;LowVol:-0.0
|
MaxPos5%
| 7
| 30
| 5.7
|
trailing 9%
| 164
| 17
|
Bull
| 16.1
| 4.57
| 2.5
| 113
| 92
| 85
| 41
| false
|
Buy
|
Add to core equity +1%
| 23
| -39
|
BrokerB
|
LMT
| 94
| null | null |
Normal monitoring
| -7
| -13
| 33
| 5
| false
|
Monitor dispersion and breadth
|
P7669
|
Hands-off
|
401k
|
USD
|
2025-12-21
| 189,641
| 13,249
| 176,392
| 1
| 72.3
| 16.3
| 1.5
| 10
|
XLF:33.3%;VOO:33.3%;VTI:33.3%
|
US:74.0;EU:6.9;APAC:9.8;EM:4.2;Other:5.2
|
Value:+0.8;Growth:+0.2;Quality:+0.8;Size:-0.9;Momentum:-0.5;LowVol:+0.5
| null | 7
| 35
| 4
|
trailing 8%
| 136
| 15.6
|
Bear
| 25.6
| 4.39
| 1.7
| 147
| -5
| 43
| 79
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -9
| -18
|
BrokerD
|
LMT
| 90
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 51
| -49
| 137
| 3
| true
|
Tax-aware sells next window
|
P7670
|
Systematic
|
Taxable
|
USD
|
2025-04-12
| 1,937,978
| 165,150
| 1,772,828
| 1
| 60.9
| 26.3
| 7.2
| 5.6
|
VTI:27.0%;MSFT:27.0%;AAPL:19.0%;HYG:27.0%
|
US:70.6;EU:11.1;APAC:9.0;EM:8.1;Other:1.3
|
Value:-0.5;Growth:-0.0;Quality:-0.8;Size:-0.8;Momentum:-0.7;LowVol:+0.3
| null | 10
| 25
| 5.6
|
trailing 9%
| 217
| 16.7
|
Bull
| 17.1
| 3.57
| 3.1
| 76
| 81
| 90
| 60
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 13
| 15
|
BrokerB
|
MKT
| 93
| null | null |
Normal monitoring
| -42
| -52
| -77
| 4
| false
|
Tax-aware sells next window
|
P7671
|
Cautious
|
Roth
|
USD
|
2025-02-24
| 791,998
| 110,826
| 681,172
| 1
| 41.3
| 42.7
| 0
| 16
|
AAPL:9.1%;VTI:23.4%;QQQ:23.4%;HYG:8.2%;MUB:23.4%;AMZN:12.5%
|
US:69.3;EU:10.1;APAC:6.1;EM:10.1;Other:4.5
|
Value:-0.3;Growth:+0.9;Quality:+0.9;Size:+0.8;Momentum:-0.9;LowVol:+0.9
|
ESGOnly;MaxPos7%;NoMargin
| 6
| 35
| 3.5
|
trailing 8%
| 94
| 17.1
|
Bull
| 14.9
| 4.95
| 3
| 120
| 80
| 100
| 26
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| 12
|
BrokerB
|
MKT
| 89
| null | null |
Normal monitoring
| 111
| 14
| 191
| 5
| false
|
Monitor dispersion and breadth
|
P7672
|
Opportunistic
|
Taxable
|
USD
|
2024-09-16
| 1,192,162
| 91,587
| 1,100,575
| 1
| 71
| 14.7
| 8.4
| 6
|
QQQ:25.8%;TLT:25.8%;GLD:22.5%;AMZN:25.8%
|
US:72.3;EU:8.7;APAC:8.4;EM:6.0;Other:4.5
|
Value:-0.5;Growth:-0.0;Quality:-0.4;Size:+0.7;Momentum:+0.9;LowVol:+1.0
| null | 7
| 30
| 6.4
|
trailing 9%
| 196
| 32.7
|
Sideways
| 22
| 4.87
| 3.1
| 95
| 26
| 70
| 62
| false
|
Buy
|
Add to core equity +1%
| 34
| 12
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 105
| -39
| 174
| 3
| false
|
Tax-aware sells next window
|
P7673
|
Cautious
|
Taxable
|
USD
|
2025-06-28
| 626,993
| 77,392
| 549,601
| 1
| 44.1
| 33
| 10.3
| 12.5
|
MSFT:14.3%;BND:18.3%;VOO:14.7%;MUB:17.2%;VTI:16.3%;QQQ:19.1%
|
US:70.0;EU:15.1;APAC:9.1;EM:4.5;Other:1.3
|
Value:-0.6;Growth:-0.8;Quality:-0.7;Size:-0.7;Momentum:+0.5;LowVol:-0.4
|
MaxPos5%;NoMargin
| 10
| 35
| 5.5
|
trailing 10%
| 165
| 16.3
|
Bull
| 12.5
| 4.8
| 3.2
| 75
| 2
| 41
| 38
| false
|
NoAction
|
Within bands; monitor
| 10
| -16
|
BrokerA
|
LMT
| 91
| null | null |
Normal monitoring
| 63
| -16
| 160
| 4
| false
|
Within IPS guidelines
|
P7674
|
Opportunistic
|
401k
|
USD
|
2025-11-11
| 888,908
| 31,843
| 857,065
| 1
| 65.6
| 21.5
| 6.8
| 6.1
|
TLT:26.1%;IEF:21.8%;QQQ:26.1%;XLF:26.1%
|
US:68.1;EU:10.7;APAC:9.5;EM:11.6;Other:0.1
|
Value:-0.4;Growth:-0.5;Quality:+0.5;Size:-0.0;Momentum:-0.1;LowVol:+0.9
|
MaxPos7%;NoDerivatives
| 5
| 30
| 6.2
|
trailing 9%
| 241
| 28.5
|
Bull
| 14.8
| 4.08
| 3.4
| 79
| 6
| 61
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -7
| -23
|
BrokerA
|
LMT
| 88
| null | null |
Normal monitoring
| -48
| -12
| -60
| 3
| false
|
Tighten stops on momentum names
|
P7675
|
Opportunistic
|
Taxable
|
USD
|
2025-10-30
| 570,825
| 41,973
| 528,852
| 1
| 68.6
| 15.4
| 8.1
| 7.8
|
QQQ:33.3%;AMZN:33.3%;VTI:33.3%
|
US:61.5;EU:15.0;APAC:13.7;EM:6.7;Other:3.2
|
Value:-0.6;Growth:+1.0;Quality:+0.7;Size:+0.9;Momentum:-0.1;LowVol:-0.0
| null | 6
| 25
| 5.3
|
trailing 7%
| 183
| 22.7
|
Bull
| 18
| 3.91
| 2.3
| 119
| 93
| 100
| 61
| false
|
Sell
|
Trim extended winner -1%
| 11
| -9
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 31
| -10
| 132
| 3
| false
|
Tax-aware sells next window
|
P7676
|
Cautious
|
IRA
|
USD
|
2024-09-13
| 523,544
| 50,388
| 473,156
| 1
| 35.1
| 33.1
| 18.3
| 13.6
|
MUB:26.7%;TSLA:9.8%;BND:15.2%;VNQ:21.6%;AMZN:26.7%
|
US:63.3;EU:14.2;APAC:15.7;EM:3.7;Other:3.1
|
Value:-0.8;Growth:+0.9;Quality:-0.6;Size:-0.2;Momentum:+0.9;LowVol:-0.2
|
ESGOnly;NoMargin
| 6
| 30
| 4.2
|
trailing 8%
| 162
| 16
|
Bear
| 22.3
| 4.24
| 3
| 204
| -31
| 27
| 55
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 6
| -6
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| -46
| 0
| -43
| 4
| false
|
Tax-aware sells next window
|
P7677
|
Systematic
|
Taxable
|
USD
|
2025-08-08
| 1,800,660
| 113,843
| 1,686,817
| 1
| 63.3
| 24.2
| 3.1
| 9.4
|
TLT:13.1%;IEF:14.3%;BND:21.3%;VNQ:19.8%;MSFT:10.2%;MUB:21.3%
|
US:61.8;EU:14.6;APAC:12.0;EM:7.6;Other:4.0
|
Value:0.0;Growth:-0.4;Quality:+0.1;Size:-0.1;Momentum:-1.0;LowVol:+0.3
|
NoDerivatives
| 6
| 30
| 5
|
hard 12%
| 225
| 24.6
|
Volatile
| 24.3
| 4.02
| 4
| 143
| 60
| 72
| 58
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 32
| -27
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| -15
| -34
| 86
| 4
| false
|
Tax-aware sells next window
|
P7678
|
Hands-off
|
Trust
|
USD
|
2024-07-21
| 761,530
| 71,471
| 690,059
| 1
| 70.4
| 23.9
| 0
| 5.7
|
AAPL:21.7%;VNQ:26.1%;IEF:26.1%;VTI:26.1%
|
US:66.0;EU:11.8;APAC:12.1;EM:6.5;Other:3.6
|
Value:+0.8;Growth:-0.7;Quality:+0.7;Size:+0.1;Momentum:-0.6;LowVol:+0.2
|
MaxPos6%;NoDerivatives
| 5
| 35
| 3
|
trailing 8%
| 146
| 16
|
Bear
| 30.5
| 3.32
| 2.8
| 217
| -79
| 22
| 77
| true
|
Rebalance
|
Rebalance back to target bands
| 4
| -19
|
BrokerC
|
VWAP
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 16
| -28
| 104
| 2
| false
|
Monitor dispersion and breadth
|
P7679
|
Hands-off
|
Roth
|
USD
|
2025-01-19
| 787,432
| 54,307
| 733,125
| 1
| 58.5
| 18.1
| 15.8
| 7.6
|
BND:34.7%;BRK.B:30.6%;MUB:34.7%
|
US:67.9;EU:11.5;APAC:5.3;EM:11.0;Other:4.3
|
Value:+0.6;Growth:+0.5;Quality:+0.3;Size:+0.3;Momentum:+0.1;LowVol:+0.2
| null | 8
| 35
| 3.2
|
trailing 8%
| 93
| 16.1
|
Sideways
| 20.6
| 4.39
| 2.6
| 138
| -11
| 36
| 55
| false
|
Sell
|
Trim extended winner -1%
| 29
| -12
|
BrokerC
|
LMT
| 99
| null | null |
Normal monitoring
| 83
| -12
| 108
| 4
| false
|
Tighten stops on momentum names
|
P7680
|
Opportunistic
|
Roth
|
USD
|
2025-07-05
| 1,522,353
| 92,805
| 1,429,548
| 1.22
| 71
| 14
| 8.8
| 6.2
|
VNQ:18.4%;VOO:25.1%;BND:16.9%;AAPL:25.1%;BRK.B:14.6%
|
US:69.4;EU:14.3;APAC:9.0;EM:5.3;Other:2.0
|
Value:+0.4;Growth:-0.9;Quality:-0.3;Size:+0.9;Momentum:+0.8;LowVol:+0.9
|
MaxPos8%
| 6
| 30
| 6
|
trailing 9%
| 206
| 33.2
|
Volatile
| 25.9
| 5.42
| 3.3
| 161
| 46
| 74
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 26
| -30
|
BrokerC
|
MKT
| 88
|
RegimeShift
|
Pause
|
Volatility spike and breadth deterioration
| 50
| -54
| 20
| 2
| false
|
Increase defensive factor exposure
|
P7681
|
Systematic
|
401k
|
USD
|
2024-12-11
| 977,711
| 62,156
| 915,555
| 1
| 59.9
| 31.9
| 2.4
| 5.7
|
HYG:16.4%;TSLA:17.8%;GLD:20.5%;VTI:20.5%;QQQ:17.9%;IEF:7.1%
|
US:64.9;EU:15.3;APAC:6.7;EM:8.8;Other:4.2
|
Value:-0.3;Growth:-0.3;Quality:+0.5;Size:+0.7;Momentum:-0.6;LowVol:+0.6
|
MaxPos5%
| 10
| 30
| 4.4
|
hard 12%
| 165
| 25.9
|
Bear
| 24.9
| 3.97
| 1.3
| 131
| -53
| 18
| 61
| true
|
Rebalance
|
Rebalance back to target bands
| 6
| 14
|
BrokerC
|
LMT
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 71
| -19
| 122
| 4
| false
|
Monitor dispersion and breadth
|
P7682
|
Cautious
|
Trust
|
USD
|
2025-10-28
| 598,991
| 68,292
| 530,699
| 1
| 46.1
| 39.4
| 0
| 14.5
|
BRK.B:28.8%;TSLA:13.6%;AMZN:28.8%;GLD:28.8%
|
US:72.1;EU:11.5;APAC:9.7;EM:4.7;Other:2.0
|
Value:-0.7;Growth:+0.1;Quality:+0.6;Size:-0.3;Momentum:-0.4;LowVol:-0.9
|
ESGOnly;NoMargin
| 7
| 25
| 3.9
|
trailing 8%
| 163
| 16.6
|
Volatile
| 32
| 4.68
| 3.9
| 153
| 76
| 97
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -9
| 9
|
BrokerC
|
LMT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 106
| 11
| 95
| 2
| false
|
Within IPS guidelines
|
P7683
|
Opportunistic
|
IRA
|
USD
|
2024-07-11
| 804,741
| 55,611
| 749,130
| 1
| 63
| 17.7
| 13.8
| 5.5
|
IEF:24.7%;BND:13.5%;MSFT:21.1%;MUB:24.7%;TLT:16.1%
|
US:61.0;EU:14.0;APAC:11.6;EM:10.7;Other:2.7
|
Value:+0.7;Growth:+0.1;Quality:+0.1;Size:-1.0;Momentum:-0.9;LowVol:-0.1
| null | 5
| 25
| 6
|
trailing 7%
| 222
| 22.1
|
Bear
| 25.3
| 4.39
| 1.1
| 156
| 0
| 49
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -12
|
BrokerA
|
LMT
| 92
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 105
| -41
| 190
| 2
| true
|
Increase defensive factor exposure
|
P7684
|
Active
|
Roth
|
USD
|
2024-09-02
| 2,465,404
| 202,054
| 2,263,350
| 1
| 62.8
| 24.8
| 5.1
| 7.3
|
GLD:17.7%;BND:22.8%;XLF:22.8%;AMZN:16.7%;MUB:20.1%
|
US:68.6;EU:16.5;APAC:8.5;EM:5.8;Other:0.6
|
Value:-0.6;Growth:-0.6;Quality:-1.0;Size:-0.0;Momentum:-0.6;LowVol:-0.8
|
NoDerivatives
| 8
| 25
| 5.4
|
trailing 9%
| 123
| 20
|
Bear
| 24.9
| 3.29
| 1.8
| 187
| -73
| 5
| 61
| false
|
Sell
|
Trim extended winner -1%
| 28
| -17
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 42
| -33
| 8
| 4
| false
|
Increase defensive factor exposure
|
P7685
|
Cautious
|
Taxable
|
USD
|
2025-06-24
| 191,152
| 28,146
| 163,006
| 1
| 48.6
| 33.5
| 0.2
| 17.6
|
IEF:33.3%;BND:33.3%;AMZN:33.3%
|
US:56.4;EU:19.7;APAC:13.9;EM:8.0;Other:2.0
|
Value:-0.2;Growth:+0.8;Quality:+0.4;Size:+0.3;Momentum:-0.9;LowVol:-0.4
|
NoMargin
| 6
| 35
| 3.3
|
trailing 8%
| 129
| 15
|
Sideways
| 15.6
| 4.19
| 2.1
| 117
| -20
| 28
| 33
| false
|
Buy
|
Add to core equity +1%
| -15
| -1
|
BrokerC
|
MKT
| 92
| null | null |
Normal monitoring
| -7
| -24
| -1
| 4
| false
|
Within IPS guidelines
|
P7686
|
Opportunistic
|
Trust
|
USD
|
2024-12-18
| 1,577,940
| 87,530
| 1,490,410
| 1
| 75.6
| 10
| 5.4
| 8.9
|
BND:22.4%;AMZN:22.4%;GLD:20.1%;VOO:22.4%;VNQ:12.7%
|
US:70.3;EU:10.6;APAC:12.8;EM:2.9;Other:3.4
|
Value:-0.3;Growth:+1.0;Quality:-0.0;Size:-0.4;Momentum:+0.3;LowVol:+0.6
| null | 10
| 30
| 5.7
|
trailing 7%
| 236
| 29
|
Sideways
| 15.2
| 3.85
| 2.9
| 129
| -6
| 55
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| 4
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| -58
| -18
| 50
| 4
| false
|
Within IPS guidelines
|
P7687
|
Active
|
Trust
|
USD
|
2025-07-05
| 2,041,592
| 207,147
| 1,834,445
| 1
| 51.3
| 28.5
| 12.8
| 7.4
|
GLD:23.6%;MUB:22.1%;MSFT:23.6%;AAPL:12.8%;HYG:17.9%
|
US:62.6;EU:12.5;APAC:16.6;EM:7.8;Other:0.5
|
Value:-0.8;Growth:-0.8;Quality:-0.1;Size:+0.1;Momentum:-0.4;LowVol:-0.5
|
MaxPos7%
| 8
| 30
| 5.6
|
hard 12%
| 182
| 21.4
|
Bull
| 16.2
| 4.68
| 2.6
| 114
| 40
| 82
| 47
| false
|
NoAction
|
Within bands; monitor
| 8
| -2
|
BrokerD
|
LMT
| 97
| null | null |
Normal monitoring
| 101
| -50
| 172
| 4
| false
|
Within IPS guidelines
|
P7688
|
Cautious
|
Trust
|
USD
|
2025-12-08
| 250,154
| 30,592
| 219,562
| 1
| 53.6
| 33
| 2.6
| 10.8
|
AAPL:33.3%;VNQ:33.3%;MUB:33.3%
|
US:69.9;EU:11.2;APAC:10.1;EM:8.8;Other:0.0
|
Value:+0.4;Growth:+0.8;Quality:-0.5;Size:-0.2;Momentum:+0.2;LowVol:-0.4
|
ESGOnly;NoMargin
| 5
| 25
| 4.5
|
hard 10%
| 139
| 17.1
|
Bull
| 14.1
| 3.91
| 3.4
| 112
| 119
| 100
| 36
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 28
| 8
|
BrokerA
|
VWAP
| 96
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 34
| 7
| 71
| 3
| false
|
Tax-aware sells next window
|
P7689
|
Active
|
Trust
|
USD
|
2025-09-07
| 1,310,028
| 116,241
| 1,193,787
| 1
| 68.2
| 24.9
| 0
| 7
|
AAPL:15.9%;MUB:12.3%;VTI:21.0%;VOO:19.4%;QQQ:18.1%;XLF:13.3%
|
US:59.0;EU:19.3;APAC:12.2;EM:8.4;Other:1.2
|
Value:+0.2;Growth:+0.9;Quality:+0.6;Size:+0.8;Momentum:-0.1;LowVol:+0.8
| null | 5
| 30
| 5
|
hard 12%
| 133
| 23.4
|
Bull
| 11.2
| 4.38
| 3.2
| 77
| 84
| 100
| 35
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| -21
|
BrokerD
|
MKT
| 98
| null | null |
Normal monitoring
| 105
| -8
| 180
| 3
| false
|
Within IPS guidelines
|
P7690
|
Active
|
401k
|
USD
|
2025-02-21
| 1,614,161
| 149,648
| 1,464,513
| 1
| 64.3
| 25.9
| 0
| 9.8
|
VNQ:22.6%;TLT:30.1%;HYG:30.1%;AMZN:17.2%
|
US:62.9;EU:10.1;APAC:15.2;EM:11.6;Other:0.2
|
Value:+0.2;Growth:+0.2;Quality:-0.9;Size:-0.5;Momentum:-0.9;LowVol:+0.3
| null | 7
| 30
| 5.7
|
hard 12%
| 171
| 26.7
|
Sideways
| 21.3
| 4.48
| 3.1
| 134
| 55
| 69
| 54
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 21
| -22
|
BrokerA
|
LMT
| 86
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 110
| 9
| 108
| 4
| false
|
Increase defensive factor exposure
|
P7691
|
Hands-off
|
IRA
|
USD
|
2024-09-21
| 504,628
| 42,225
| 462,403
| 1
| 60.2
| 22.2
| 9.7
| 7.9
|
QQQ:13.0%;VOO:24.6%;TLT:13.1%;VNQ:24.6%;XLF:24.6%
|
US:63.1;EU:8.8;APAC:15.9;EM:7.3;Other:4.9
|
Value:-0.2;Growth:-1.0;Quality:+0.1;Size:-0.9;Momentum:-0.1;LowVol:-0.1
|
MaxPos5%
| 8
| 30
| 3.5
|
trailing 8%
| 90
| 12.7
|
Bear
| 26.8
| 3.49
| 2.8
| 153
| -29
| 27
| 62
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 29
| -32
|
BrokerA
|
MKT
| 91
| null | null |
Normal monitoring
| 65
| 1
| 49
| 3
| false
|
Increase defensive factor exposure
|
P7692
|
Cautious
|
Taxable
|
USD
|
2025-04-09
| 485,311
| 53,407
| 431,904
| 1
| 44
| 40.8
| 3.8
| 11.5
|
TSLA:14.9%;MUB:11.0%;AAPL:20.9%;TLT:20.9%;HYG:11.4%;GLD:20.9%
|
US:58.3;EU:18.6;APAC:9.8;EM:8.7;Other:4.6
|
Value:+0.8;Growth:+0.1;Quality:+0.1;Size:0.0;Momentum:+0.9;LowVol:+0.4
|
ESGOnly;MaxPos7%;NoDerivatives;NoMargin
| 10
| 35
| 5.4
|
trailing 10%
| 138
| 13.6
|
Bear
| 23.5
| 3.44
| 2.4
| 139
| 26
| 73
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| -21
|
BrokerA
|
LMT
| 92
| null | null |
Normal monitoring
| 21
| -48
| 142
| 5
| false
|
Tax-aware sells next window
|
P7693
|
Hands-off
|
Taxable
|
USD
|
2025-11-27
| 483,845
| 44,015
| 439,830
| 1
| 65.5
| 23.3
| 1.4
| 9.8
|
MUB:14.4%;VOO:17.6%;IEF:19.9%;TSLA:16.6%;BND:18.3%;VNQ:13.2%
|
US:65.2;EU:16.4;APAC:10.3;EM:6.2;Other:1.9
|
Value:+1.0;Growth:-0.5;Quality:+0.8;Size:+1.0;Momentum:-0.3;LowVol:-0.0
|
MaxPos8%
| 5
| 30
| 6
|
trailing 8%
| 165
| 16.6
|
Volatile
| 24.9
| 4.24
| 2.2
| 138
| -34
| 33
| 62
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 32
| 13
|
BrokerB
|
MKT
| 95
| null | null |
Normal monitoring
| 60
| -5
| 111
| 5
| false
|
Tax-aware sells next window
|
P7694
|
Hands-off
|
Roth
|
USD
|
2024-10-07
| 354,390
| 21,046
| 333,344
| 1
| 67.5
| 23.6
| 0
| 8.9
|
VTI:33.3%;VNQ:33.3%;TLT:33.3%
|
US:69.4;EU:15.3;APAC:5.7;EM:7.1;Other:2.4
|
Value:+1.0;Growth:0.0;Quality:+0.4;Size:+0.1;Momentum:+0.1;LowVol:-0.8
| null | 10
| 25
| 4.6
|
trailing 8%
| 140
| 12.6
|
Volatile
| 20.5
| 4.49
| 4
| 145
| -36
| 27
| 66
| true
|
Hedge
|
Buy index puts 1% notional
| 29
| 2
|
BrokerD
|
VWAP
| 96
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 92
| -34
| 215
| 2
| false
|
Increase defensive factor exposure
|
P7695
|
Cautious
|
Taxable
|
USD
|
2024-08-07
| 895,624
| 72,410
| 823,214
| 1
| 49.6
| 33.6
| 0
| 16.9
|
TLT:11.4%;VOO:23.4%;QQQ:23.4%;AAPL:9.7%;IEF:23.4%;VNQ:8.7%
|
US:63.4;EU:14.4;APAC:10.9;EM:7.0;Other:4.2
|
Value:-0.2;Growth:-0.7;Quality:-0.6;Size:+0.9;Momentum:+1.0;LowVol:+0.9
|
ESGOnly;MaxPos7%;NoMargin
| 10
| 35
| 5.1
|
trailing 10%
| 166
| 16.6
|
Sideways
| 17.6
| 4.63
| 2.2
| 92
| 1
| 40
| 54
| false
|
Sell
|
Trim extended winner -1%
| -4
| 12
|
BrokerD
|
MKT
| 93
| null | null |
Normal monitoring
| 5
| -33
| 137
| 4
| false
|
Monitor dispersion and breadth
|
P7696
|
Cautious
|
IRA
|
USD
|
2025-02-21
| 442,676
| 42,389
| 400,287
| 1
| 41.9
| 43.7
| 1.9
| 12.5
|
VNQ:19.6%;BRK.B:10.2%;BND:15.9%;IEF:11.6%;VOO:21.2%;QQQ:21.4%
|
US:68.6;EU:16.9;APAC:7.4;EM:3.4;Other:3.7
|
Value:-0.1;Growth:-0.2;Quality:+0.5;Size:-0.3;Momentum:+0.3;LowVol:+0.1
|
NoMargin
| 5
| 30
| 3.7
|
trailing 8%
| 99
| 13.8
|
Sideways
| 15
| 3.53
| 3.2
| 97
| -13
| 47
| 31
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 34
| -10
|
BrokerB
|
LMT
| 95
| null | null |
Normal monitoring
| 14
| -10
| 86
| 5
| false
|
Monitor dispersion and breadth
|
P7697
|
Active
|
401k
|
USD
|
2025-08-01
| 2,432,910
| 263,975
| 2,168,935
| 1
| 66.2
| 22.7
| 4.7
| 6.4
|
VOO:22.3%;QQQ:22.3%;BRK.B:12.9%;MSFT:22.3%;VTI:20.1%
|
US:63.5;EU:14.0;APAC:7.3;EM:12.1;Other:3.0
|
Value:-0.7;Growth:-0.8;Quality:+0.5;Size:+0.3;Momentum:-0.9;LowVol:-0.0
| null | 8
| 35
| 4.8
|
trailing 8%
| 222
| 23.9
|
Volatile
| 26.8
| 3.96
| 3.9
| 157
| -1
| 40
| 81
| true
|
Rebalance
|
Rebalance back to target bands
| 31
| -18
|
BrokerA
|
VWAP
| 100
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 72
| 15
| 185
| 4
| false
|
Tax-aware sells next window
|
P7698
|
Hands-off
|
401k
|
USD
|
2025-05-06
| 182,288
| 9,585
| 172,703
| 1
| 70.1
| 17.7
| 6.4
| 5.8
|
BND:21.1%;TLT:8.7%;MSFT:20.2%;TSLA:21.1%;IEF:16.9%;XLF:12.1%
|
US:70.1;EU:13.6;APAC:10.7;EM:5.1;Other:0.4
|
Value:+0.4;Growth:-0.5;Quality:+0.9;Size:+0.7;Momentum:+0.3;LowVol:+0.9
|
NoDerivatives
| 10
| 25
| 4.2
|
trailing 8%
| 113
| 16.1
|
Bull
| 13.2
| 3.98
| 3.1
| 102
| 107
| 95
| 53
| false
|
Buy
|
Add to core equity +1%
| 6
| -25
|
BrokerA
|
LMT
| 87
| null | null |
Normal monitoring
| -11
| -43
| 125
| 5
| false
|
Tighten stops on momentum names
|
P7699
|
Cautious
|
Trust
|
USD
|
2025-08-15
| 690,051
| 72,841
| 617,210
| 1
| 43
| 30.7
| 11.7
| 14.6
|
HYG:21.6%;AAPL:21.6%;TSLA:18.2%;MSFT:21.6%;VTI:17.1%
|
US:64.6;EU:6.8;APAC:10.9;EM:12.2;Other:5.6
|
Value:+0.7;Growth:+0.5;Quality:-0.6;Size:+0.5;Momentum:-0.6;LowVol:+0.8
|
NoDerivatives;NoMargin
| 7
| 25
| 3.3
|
hard 10%
| 139
| 16.4
|
Bull
| 15.3
| 4.37
| 2.2
| 104
| 24
| 68
| 36
| true
|
Hedge
|
Buy index puts 1% notional
| 6
| 10
|
BrokerD
|
LMT
| 100
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 44
| 7
| 86
| 5
| true
|
Increase defensive factor exposure
|
P7700
|
Hands-off
|
IRA
|
USD
|
2025-09-15
| 500,910
| 49,761
| 451,149
| 1
| 55.8
| 29.6
| 6.3
| 8.2
|
AMZN:16.7%;VNQ:21.7%;AAPL:17.1%;VOO:21.7%;TLT:13.0%;VTI:9.8%
|
US:62.4;EU:18.9;APAC:10.9;EM:3.9;Other:3.9
|
Value:+1.0;Growth:-0.4;Quality:+0.9;Size:+0.9;Momentum:-0.1;LowVol:+0.2
|
ESGOnly;MaxPos5%
| 7
| 30
| 5.1
|
trailing 10%
| 116
| 19
|
Sideways
| 21.6
| 3.76
| 2
| 135
| 34
| 79
| 61
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 32
| 12
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| 64
| 18
| 28
| 3
| false
|
Monitor dispersion and breadth
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.