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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9601
|
Active
|
Trust
|
USD
|
2025-12-10
| 2,264,901
| 157,204
| 2,107,697
| 1
| 63.1
| 27.9
| 0
| 9
|
AMZN:25.0%;MUB:25.0%;VTI:25.0%;AAPL:25.0%
|
US:69.4;EU:9.2;APAC:12.5;EM:4.9;Other:4.0
|
Value:-0.1;Growth:-0.2;Quality:+0.5;Size:-0.8;Momentum:+0.4;LowVol:+0.8
| null | 5
| 30
| 4.9
|
hard 12%
| 185
| 17.8
|
Bull
| 11.9
| 4.41
| 2.9
| 79
| 109
| 100
| 50
| false
|
Sell
|
Trim extended winner -1%
| -2
| -1
|
BrokerD
|
LMT
| 95
| null | null |
Normal monitoring
| 47
| -53
| 141
| 3
| false
|
Tighten stops on momentum names
|
P9602
|
Systematic
|
Taxable
|
USD
|
2025-08-12
| 1,797,222
| 77,818
| 1,719,404
| 1
| 67.6
| 24.4
| 0
| 8
|
MSFT:19.7%;HYG:18.9%;TLT:5.6%;QQQ:19.5%;BRK.B:20.2%;IEF:16.0%
|
US:76.1;EU:6.2;APAC:10.3;EM:7.1;Other:0.4
|
Value:-0.0;Growth:+0.2;Quality:-0.8;Size:-0.1;Momentum:-0.8;LowVol:+0.3
|
NoDerivatives
| 8
| 35
| 5.8
|
hard 12%
| 209
| 25.9
|
Volatile
| 28.2
| 3.56
| 2.9
| 134
| 29
| 61
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 20
| -18
|
BrokerD
|
LMT
| 96
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 56
| -24
| 185
| 3
| false
|
Tighten stops on momentum names
|
P9603
|
Systematic
|
Roth
|
USD
|
2025-08-09
| 1,432,632
| 138,373
| 1,294,259
| 1
| 62.8
| 24.8
| 3.6
| 8.8
|
HYG:24.9%;VNQ:24.9%;AAPL:15.8%;TSLA:21.6%;GLD:12.9%
|
US:66.8;EU:10.2;APAC:16.9;EM:5.1;Other:1.0
|
Value:-0.9;Growth:-0.6;Quality:+0.8;Size:+0.1;Momentum:-0.6;LowVol:-0.3
| null | 10
| 30
| 5.9
|
trailing 9%
| 157
| 28
|
Bull
| 14.8
| 4.78
| 2.5
| 99
| 25
| 61
| 53
| false
|
Buy
|
Add to core equity +1%
| 20
| -2
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 88
| -29
| 216
| 5
| false
|
Tax-aware sells next window
|
P9604
|
Active
|
Taxable
|
USD
|
2025-09-23
| 1,009,288
| 74,101
| 935,187
| 1
| 53.2
| 26.2
| 14.5
| 6.1
|
MSFT:15.5%;AAPL:22.0%;VTI:18.5%;XLF:22.0%;TLT:22.0%
|
US:66.3;EU:15.0;APAC:8.5;EM:6.0;Other:4.2
|
Value:+0.6;Growth:+0.1;Quality:+0.5;Size:+0.2;Momentum:+0.2;LowVol:0.0
| null | 10
| 30
| 4.9
|
hard 12%
| 147
| 25.9
|
Bull
| 11.4
| 3.76
| 3
| 87
| 73
| 99
| 40
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -5
| -3
|
BrokerB
|
VWAP
| 90
| null | null |
Normal monitoring
| 56
| -47
| 97
| 4
| false
|
Within IPS guidelines
|
P9605
|
Cautious
|
Roth
|
USD
|
2024-07-05
| 432,132
| 52,121
| 380,011
| 1
| 50
| 36.7
| 0
| 13.3
|
XLF:23.9%;BND:19.5%;VOO:13.5%;MUB:19.2%;GLD:23.9%
|
US:70.6;EU:9.6;APAC:11.0;EM:4.8;Other:4.0
|
Value:+0.2;Growth:-0.7;Quality:+0.9;Size:-0.8;Momentum:+0.8;LowVol:-0.3
|
NoMargin
| 5
| 25
| 4.3
|
hard 10%
| 96
| 13.2
|
Volatile
| 23.8
| 3.89
| 3.8
| 128
| 71
| 73
| 49
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| -19
|
BrokerB
|
LMT
| 97
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -45
| -50
| 6
| 5
| false
|
Monitor dispersion and breadth
|
P9606
|
Systematic
|
Taxable
|
USD
|
2024-08-19
| 1,787,857
| 90,228
| 1,697,629
| 1
| 55.9
| 32.9
| 1.3
| 9.8
|
MSFT:22.2%;IEF:25.9%;VTI:25.9%;VOO:25.9%
|
US:62.0;EU:16.7;APAC:6.4;EM:10.7;Other:4.2
|
Value:-0.6;Growth:-0.0;Quality:-0.9;Size:+0.5;Momentum:-0.6;LowVol:+0.3
|
MaxPos7%
| 10
| 30
| 5.2
|
trailing 8%
| 182
| 16.8
|
Volatile
| 28.6
| 4.89
| 4.1
| 122
| -48
| 11
| 64
| false
|
Sell
|
Trim extended winner -1%
| 31
| 7
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| -6
| -44
| 42
| 5
| false
|
Increase defensive factor exposure
|
P9607
|
Active
|
Taxable
|
USD
|
2025-03-31
| 2,488,779
| 260,835
| 2,227,944
| 1
| 64.9
| 25.5
| 0.2
| 9.4
|
VOO:25.0%;VTI:25.0%;BRK.B:25.0%;GLD:25.0%
|
US:65.2;EU:11.3;APAC:8.2;EM:12.5;Other:2.8
|
Value:+0.4;Growth:0.0;Quality:0.0;Size:+0.2;Momentum:-0.2;LowVol:+1.0
|
MaxPos8%
| 5
| 30
| 5.2
|
hard 12%
| 144
| 25.7
|
Sideways
| 16
| 3.75
| 3.5
| 98
| 58
| 73
| 47
| false
|
Buy
|
Add to core equity +1%
| 32
| 6
|
BrokerB
|
LMT
| 97
| null | null |
Normal monitoring
| 17
| 18
| -17
| 3
| false
|
Increase defensive factor exposure
|
P9608
|
Opportunistic
|
IRA
|
USD
|
2024-08-10
| 435,898
| 36,371
| 399,527
| 1.19
| 62
| 12.6
| 20.7
| 4.7
|
AAPL:26.2%;TSLA:21.3%;AMZN:26.2%;GLD:26.2%
|
US:65.8;EU:12.4;APAC:13.8;EM:7.0;Other:1.0
|
Value:+0.7;Growth:0.0;Quality:-0.8;Size:+0.7;Momentum:+0.2;LowVol:+0.1
| null | 6
| 25
| 5
|
trailing 7%
| 202
| 27
|
Sideways
| 15.5
| 4.12
| 2.3
| 104
| 12
| 54
| 43
| true
|
Hedge
|
Buy index puts 1% notional
| 25
| -5
|
BrokerC
|
LMT
| 85
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 58
| -60
| 185
| 4
| false
|
Tighten stops on momentum names
|
P9609
|
Systematic
|
IRA
|
USD
|
2025-08-05
| 1,934,589
| 178,477
| 1,756,112
| 1
| 59.4
| 21.8
| 11.4
| 7.4
|
MSFT:26.4%;HYG:26.4%;VTI:26.4%;TLT:20.9%
|
US:69.7;EU:10.8;APAC:10.2;EM:7.7;Other:1.7
|
Value:+0.2;Growth:+0.8;Quality:-0.3;Size:-0.2;Momentum:-0.0;LowVol:-0.5
|
NoDerivatives
| 8
| 30
| 4.8
|
trailing 9%
| 202
| 25.2
|
Volatile
| 25.3
| 3.75
| 3.4
| 131
| 76
| 86
| 69
| false
|
Sell
|
Trim extended winner -1%
| 31
| -3
|
BrokerC
|
VWAP
| 100
| null | null |
Normal monitoring
| 7
| 4
| -12
| 5
| false
|
Tax-aware sells next window
|
P9610
|
Cautious
|
Trust
|
USD
|
2024-11-05
| 554,420
| 69,232
| 485,188
| 1
| 50.9
| 32.9
| 3.7
| 12.5
|
VOO:16.2%;VNQ:27.9%;VTI:27.9%;BRK.B:27.9%
|
US:63.8;EU:7.7;APAC:13.9;EM:8.9;Other:5.7
|
Value:-0.7;Growth:+0.9;Quality:+0.8;Size:-0.6;Momentum:-1.0;LowVol:0.0
|
ESGOnly;MaxPos5%;NoMargin
| 6
| 25
| 4.5
|
trailing 10%
| 121
| 13
|
Bear
| 30.6
| 4.35
| 1.7
| 168
| -117
| 5
| 63
| false
|
Sell
|
Trim extended winner -1%
| -1
| -13
|
BrokerB
|
MKT
| 86
| null | null |
Normal monitoring
| -35
| -1
| -25
| 3
| false
|
Increase defensive factor exposure
|
P9611
|
Active
|
IRA
|
USD
|
2025-03-11
| 2,381,032
| 199,132
| 2,181,900
| 1
| 62.5
| 26.9
| 5.5
| 5.1
|
AAPL:28.5%;VNQ:35.7%;MUB:35.7%
|
US:66.9;EU:7.8;APAC:12.9;EM:8.6;Other:3.8
|
Value:+0.3;Growth:-0.9;Quality:-0.9;Size:+0.1;Momentum:-0.1;LowVol:+0.7
|
NoDerivatives
| 6
| 30
| 4.1
|
hard 12%
| 159
| 19.7
|
Volatile
| 30.6
| 4.19
| 2.8
| 136
| 4
| 60
| 82
| true
|
Hedge
|
Buy index puts 1% notional
| -5
| 11
|
BrokerA
|
LMT
| 89
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| -5
| -22
| 62
| 2
| false
|
Tax-aware sells next window
|
P9612
|
Cautious
|
Roth
|
USD
|
2025-08-06
| 153,164
| 17,995
| 135,169
| 1
| 36.5
| 30.4
| 16
| 17.1
|
GLD:15.8%;BRK.B:20.2%;HYG:10.5%;VOO:20.5%;VNQ:17.8%;TSLA:15.2%
|
US:76.8;EU:5.7;APAC:6.9;EM:10.4;Other:0.1
|
Value:-0.2;Growth:-0.4;Quality:+0.2;Size:+0.5;Momentum:+0.4;LowVol:-0.8
|
MaxPos8%;NoMargin
| 5
| 30
| 4.2
|
trailing 8%
| 143
| 18.5
|
Volatile
| 20.1
| 3.63
| 4.5
| 151
| 30
| 71
| 38
| false
|
Sell
|
Trim extended winner -1%
| 3
| -2
|
BrokerC
|
VWAP
| 98
| null | null |
Normal monitoring
| 33
| -36
| 73
| 3
| false
|
Increase defensive factor exposure
|
P9613
|
Hands-off
|
Roth
|
USD
|
2025-10-21
| 545,967
| 38,543
| 507,424
| 1
| 66.5
| 27.3
| 0
| 6.2
|
VNQ:11.9%;AAPL:12.8%;MUB:20.2%;BND:22.0%;VOO:22.0%;HYG:11.2%
|
US:69.6;EU:7.4;APAC:13.4;EM:4.4;Other:5.1
|
Value:-0.6;Growth:+0.7;Quality:-0.4;Size:-0.1;Momentum:0.0;LowVol:+0.9
|
ESGOnly;MaxPos5%;NoDerivatives
| 6
| 25
| 3.3
|
hard 10%
| 107
| 18.2
|
Bear
| 26.7
| 3.84
| 1.4
| 146
| -28
| 27
| 65
| false
|
Buy
|
Add to core equity +1%
| 31
| -7
|
BrokerA
|
MKT
| 85
| null | null |
Normal monitoring
| 114
| -58
| 254
| 3
| false
|
Within IPS guidelines
|
P9614
|
Opportunistic
|
Trust
|
USD
|
2024-08-17
| 783,199
| 41,572
| 741,627
| 1
| 63
| 19.1
| 10.3
| 7.6
|
TSLA:33.3%;VOO:33.3%;VTI:33.3%
|
US:66.7;EU:7.2;APAC:13.2;EM:9.2;Other:3.8
|
Value:-0.3;Growth:-0.5;Quality:-0.1;Size:+0.9;Momentum:+0.6;LowVol:-0.2
| null | 10
| 30
| 5.3
|
trailing 7%
| 278
| 20.4
|
Volatile
| 31.1
| 3.9
| 3.1
| 150
| 15
| 68
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 14
| -13
|
BrokerC
|
VWAP
| 86
| null | null |
Normal monitoring
| -27
| -48
| -12
| 5
| false
|
Monitor dispersion and breadth
|
P9615
|
Active
|
Taxable
|
USD
|
2024-08-14
| 1,464,510
| 158,011
| 1,306,499
| 1.09
| 50.5
| 25.6
| 15.9
| 8
|
AAPL:35.9%;AMZN:35.9%;MSFT:28.1%
|
US:65.8;EU:5.9;APAC:13.2;EM:11.8;Other:3.4
|
Value:-0.3;Growth:+0.6;Quality:-0.6;Size:+0.5;Momentum:+0.6;LowVol:-0.3
|
NoDerivatives
| 10
| 25
| 5.4
|
hard 12%
| 197
| 25.5
|
Bull
| 12.2
| 4.7
| 2.1
| 110
| 89
| 91
| 30
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -14
| 5
|
BrokerC
|
LMT
| 98
| null | null |
Normal monitoring
| -19
| 18
| -9
| 5
| false
|
Tighten stops on momentum names
|
P9616
|
Active
|
Taxable
|
USD
|
2025-06-16
| 759,888
| 75,201
| 684,687
| 1
| 62.9
| 26.6
| 1.2
| 9.2
|
GLD:21.0%;IEF:17.3%;HYG:8.0%;QQQ:20.6%;XLF:11.9%;AMZN:21.0%
|
US:58.2;EU:18.2;APAC:11.9;EM:8.1;Other:3.6
|
Value:+0.1;Growth:+0.2;Quality:+0.9;Size:+0.1;Momentum:-0.8;LowVol:-0.5
|
NoDerivatives
| 10
| 30
| 5.2
|
trailing 8%
| 227
| 22.8
|
Bull
| 15.3
| 4.51
| 3.3
| 79
| 13
| 60
| 46
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -9
| 15
|
BrokerB
|
LMT
| 96
| null | null |
Normal monitoring
| -35
| -10
| 102
| 5
| false
|
Monitor dispersion and breadth
|
P9617
|
Opportunistic
|
Roth
|
USD
|
2025-12-02
| 1,143,680
| 61,916
| 1,081,764
| 1.16
| 64.8
| 19.3
| 9.1
| 6.8
|
GLD:27.3%;VNQ:27.3%;BND:27.3%;IEF:18.1%
|
US:64.2;EU:14.5;APAC:6.4;EM:12.6;Other:2.3
|
Value:0.0;Growth:+0.8;Quality:-0.3;Size:-0.1;Momentum:+0.8;LowVol:-0.4
|
NoDerivatives
| 7
| 25
| 6.1
|
trailing 9%
| 264
| 27.4
|
Sideways
| 19.5
| 4.73
| 3.4
| 138
| 25
| 62
| 59
| true
|
Hedge
|
Buy index puts 1% notional
| 28
| -9
|
BrokerD
|
VWAP
| 100
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 94
| 20
| 90
| 3
| false
|
Increase defensive factor exposure
|
P9618
|
Opportunistic
|
Trust
|
USD
|
2025-05-09
| 1,165,686
| 100,222
| 1,065,464
| 1
| 76.5
| 11.8
| 5.4
| 6.3
|
VNQ:22.8%;IEF:13.5%;HYG:19.0%;BND:22.0%;XLF:22.8%
|
US:61.9;EU:17.0;APAC:12.5;EM:7.5;Other:1.0
|
Value:+0.5;Growth:+0.8;Quality:+0.5;Size:+0.7;Momentum:+0.2;LowVol:-0.5
|
NoDerivatives
| 7
| 35
| 4.2
|
trailing 7%
| 187
| 35
|
Volatile
| 30
| 5.29
| 2.2
| 148
| -33
| 38
| 86
| true
|
Hedge
|
Buy index puts 1% notional
| 27
| -8
|
BrokerC
|
VWAP
| 94
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -28
| -60
| 16
| 5
| false
|
Tax-aware sells next window
|
P9619
|
Cautious
|
IRA
|
USD
|
2024-10-05
| 666,513
| 82,212
| 584,301
| 1
| 42.7
| 36.1
| 3.8
| 17.4
|
HYG:13.2%;XLF:13.4%;VTI:22.7%;AMZN:25.4%;IEF:25.4%
|
US:62.0;EU:20.5;APAC:8.1;EM:7.5;Other:2.0
|
Value:-0.7;Growth:+0.2;Quality:-0.1;Size:+0.9;Momentum:+0.2;LowVol:-0.5
|
ESGOnly;NoMargin
| 5
| 35
| 4.1
|
trailing 8%
| 141
| 16.3
|
Volatile
| 30.9
| 4.65
| 2.5
| 148
| 55
| 78
| 57
| false
|
Sell
|
Trim extended winner -1%
| -14
| -34
|
BrokerD
|
MKT
| 94
| null | null |
Normal monitoring
| -34
| -9
| 96
| 5
| false
|
Monitor dispersion and breadth
|
P9620
|
Opportunistic
|
Trust
|
USD
|
2025-07-30
| 300,285
| 14,200
| 286,085
| 1
| 73.9
| 19.9
| 0
| 6.3
|
VOO:14.5%;AMZN:23.3%;IEF:23.3%;QQQ:19.5%;VNQ:19.4%
|
US:59.0;EU:19.1;APAC:13.8;EM:4.1;Other:4.0
|
Value:+0.4;Growth:-0.7;Quality:+0.9;Size:+1.0;Momentum:+0.7;LowVol:+0.1
|
NoDerivatives
| 6
| 30
| 4.9
|
trailing 7%
| 228
| 34
|
Volatile
| 24.6
| 3.81
| 2.1
| 155
| -11
| 34
| 63
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 18
| -28
|
BrokerC
|
MKT
| 85
| null | null |
Normal monitoring
| 120
| -12
| 120
| 3
| false
|
Tax-aware sells next window
|
P9621
|
Hands-off
|
Trust
|
USD
|
2025-01-30
| 518,539
| 20,948
| 497,591
| 1
| 62.1
| 16.9
| 12.6
| 8.4
|
HYG:22.9%;AMZN:8.6%;VNQ:22.9%;VOO:22.9%;GLD:22.9%
|
US:69.6;EU:10.0;APAC:8.3;EM:8.0;Other:4.1
|
Value:+0.5;Growth:0.0;Quality:-0.2;Size:-0.1;Momentum:-0.0;LowVol:-0.7
|
ESGOnly;MaxPos8%
| 8
| 25
| 5.1
|
hard 10%
| 167
| 18.4
|
Volatile
| 30
| 4.21
| 3.1
| 111
| 69
| 98
| 74
| true
|
Hedge
|
Buy index puts 1% notional
| -6
| -15
|
BrokerC
|
MKT
| 91
|
Drift>tolerance
|
Pause
|
Allocation drift beyond policy bands
| 98
| -15
| 112
| 2
| false
|
Tax-aware sells next window
|
P9622
|
Hands-off
|
IRA
|
USD
|
2025-09-20
| 356,294
| 14,526
| 341,768
| 1
| 55.5
| 21.6
| 15.7
| 7.2
|
AAPL:23.6%;MUB:25.5%;VNQ:25.5%;QQQ:25.5%
|
US:69.4;EU:5.7;APAC:12.2;EM:10.0;Other:2.7
|
Value:0.0;Growth:0.0;Quality:+0.5;Size:+0.4;Momentum:+0.2;LowVol:-1.0
|
ESGOnly
| 6
| 30
| 4.8
|
trailing 8%
| 161
| 14.7
|
Bear
| 31.3
| 3.96
| 2.6
| 132
| -54
| 14
| 85
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| 9
|
BrokerA
|
MKT
| 86
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| -41
| -38
| 86
| 5
| false
|
Monitor dispersion and breadth
|
P9623
|
Systematic
|
IRA
|
USD
|
2025-10-31
| 882,429
| 62,865
| 819,564
| 1
| 61
| 31.7
| 0
| 7.3
|
VTI:24.7%;QQQ:10.5%;XLF:15.4%;HYG:24.7%;AMZN:24.7%
|
US:70.8;EU:12.5;APAC:9.8;EM:6.5;Other:0.3
|
Value:-0.4;Growth:+0.8;Quality:-0.5;Size:+0.3;Momentum:-0.7;LowVol:+0.6
| null | 10
| 25
| 4.9
|
hard 12%
| 206
| 17
|
Volatile
| 20
| 4.99
| 4.2
| 117
| 78
| 94
| 48
| false
|
NoAction
|
Within bands; monitor
| -4
| -25
|
BrokerD
|
MKT
| 0
| null | null |
Normal monitoring
| -57
| 13
| 56
| 3
| false
|
Increase defensive factor exposure
|
P9624
|
Opportunistic
|
401k
|
USD
|
2024-09-17
| 1,319,124
| 55,128
| 1,263,996
| 1
| 64.8
| 16.4
| 12
| 6.8
|
AAPL:35.0%;MUB:30.1%;XLF:35.0%
|
US:59.4;EU:17.4;APAC:15.2;EM:6.3;Other:1.7
|
Value:-0.9;Growth:-0.5;Quality:-0.8;Size:-0.2;Momentum:-0.3;LowVol:+0.3
|
MaxPos5%;NoDerivatives
| 6
| 35
| 4.3
|
trailing 9%
| 184
| 23.1
|
Bull
| 12.6
| 4.01
| 3.5
| 79
| 59
| 67
| 52
| false
|
Sell
|
Trim extended winner -1%
| -6
| -37
|
BrokerB
|
MKT
| 96
| null | null |
Normal monitoring
| -44
| -41
| -2
| 5
| false
|
Tighten stops on momentum names
|
P9625
|
Active
|
Trust
|
USD
|
2025-02-26
| 1,222,323
| 124,750
| 1,097,573
| 1
| 61
| 30.4
| 0
| 8.7
|
TLT:16.6%;AMZN:17.6%;VOO:16.5%;MUB:14.0%;QQQ:17.8%;TSLA:17.7%
|
US:66.5;EU:8.7;APAC:9.3;EM:12.2;Other:3.3
|
Value:+0.6;Growth:-0.5;Quality:+0.8;Size:+0.1;Momentum:+0.5;LowVol:+0.6
| null | 8
| 35
| 5.2
|
trailing 8%
| 225
| 24.4
|
Volatile
| 23.2
| 5.24
| 4.5
| 170
| -3
| 33
| 53
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 3
| 8
|
BrokerC
|
LMT
| 89
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| -23
| -15
| 113
| 3
| false
|
Within IPS guidelines
|
P9626
|
Active
|
Taxable
|
USD
|
2025-12-17
| 1,571,296
| 181,497
| 1,389,799
| 1
| 52.9
| 27.6
| 10.1
| 9.4
|
VNQ:10.0%;MUB:20.8%;BND:22.7%;QQQ:22.7%;TLT:8.8%;BRK.B:15.0%
|
US:62.4;EU:11.4;APAC:10.9;EM:10.9;Other:4.4
|
Value:+0.7;Growth:-0.7;Quality:0.0;Size:+0.3;Momentum:-0.5;LowVol:+0.5
|
MaxPos8%
| 7
| 35
| 5.5
|
trailing 8%
| 134
| 16
|
Bear
| 27
| 3.63
| 2.9
| 168
| -115
| 5
| 71
| true
|
Hedge
|
Buy index puts 1% notional
| 19
| -26
|
BrokerA
|
VWAP
| 95
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 56
| 4
| 40
| 5
| false
|
Tighten stops on momentum names
|
P9627
|
Hands-off
|
Trust
|
USD
|
2024-08-06
| 866,789
| 60,706
| 806,083
| 1
| 72.2
| 22.7
| 0
| 5.1
|
IEF:33.8%;VOO:33.8%;MUB:32.4%
|
US:66.4;EU:13.1;APAC:11.2;EM:7.8;Other:1.6
|
Value:+0.7;Growth:-0.6;Quality:-0.0;Size:+1.0;Momentum:+0.2;LowVol:-0.5
|
ESGOnly
| 5
| 30
| 4.1
|
trailing 8%
| 161
| 14.2
|
Bull
| 17.3
| 4.67
| 2.3
| 99
| 48
| 68
| 54
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -8
| 5
|
BrokerB
|
LMT
| 86
| null | null |
Normal monitoring
| -12
| -28
| 59
| 4
| false
|
Monitor dispersion and breadth
|
P9628
|
Hands-off
|
Trust
|
USD
|
2025-10-31
| 453,688
| 37,034
| 416,654
| 1
| 57.8
| 29
| 4.1
| 9.1
|
VOO:25.0%;VTI:25.0%;QQQ:25.0%;MUB:25.0%
|
US:78.0;EU:7.6;APAC:9.1;EM:4.5;Other:0.8
|
Value:+0.2;Growth:-0.5;Quality:+0.3;Size:+0.3;Momentum:-0.2;LowVol:+0.9
|
MaxPos6%
| 7
| 30
| 5.4
|
hard 10%
| 124
| 15.4
|
Sideways
| 17.7
| 4.56
| 3
| 134
| -23
| 46
| 44
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -1
|
BrokerC
|
VWAP
| 94
| null | null |
Normal monitoring
| 58
| -1
| 95
| 3
| false
|
Monitor dispersion and breadth
|
P9629
|
Hands-off
|
401k
|
USD
|
2025-03-17
| 294,560
| 27,311
| 267,249
| 1
| 55.1
| 21.3
| 14.9
| 8.7
|
IEF:23.4%;TLT:23.4%;QQQ:11.7%;VTI:18.1%;MUB:23.4%
|
US:67.9;EU:8.5;APAC:15.3;EM:4.0;Other:4.4
|
Value:-0.2;Growth:-0.5;Quality:-0.4;Size:+0.1;Momentum:-0.1;LowVol:+0.4
|
NoDerivatives
| 7
| 35
| 6
|
hard 10%
| 151
| 19.3
|
Sideways
| 19.1
| 3.94
| 2.2
| 106
| 6
| 43
| 47
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| 11
|
BrokerD
|
VWAP
| 86
|
VAR>budget
|
TightenStops
|
Risk above budget threshold
| 25
| -4
| 136
| 4
| false
|
Increase defensive factor exposure
|
P9630
|
Systematic
|
Trust
|
USD
|
2025-05-12
| 1,689,861
| 74,299
| 1,615,562
| 1
| 59.6
| 33.6
| 0
| 6.8
|
GLD:13.5%;BND:21.0%;VNQ:10.5%;MSFT:22.3%;VTI:15.1%;VOO:17.5%
|
US:67.5;EU:16.2;APAC:7.3;EM:5.6;Other:3.4
|
Value:-0.2;Growth:+0.9;Quality:-0.5;Size:-0.9;Momentum:+0.8;LowVol:+0.1
| null | 8
| 25
| 5.8
|
trailing 8%
| 127
| 19.4
|
Bull
| 15
| 4.02
| 2.2
| 119
| 59
| 86
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 5
| -33
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| 9
| -41
| 96
| 3
| false
|
Tighten stops on momentum names
|
P9631
|
Hands-off
|
401k
|
USD
|
2025-02-14
| 518,047
| 24,643
| 493,404
| 1
| 65.9
| 27.2
| 0
| 6.9
|
VNQ:34.9%;MSFT:34.9%;AMZN:30.2%
|
US:71.6;EU:7.3;APAC:9.6;EM:10.7;Other:0.8
|
Value:-0.9;Growth:+0.7;Quality:+0.1;Size:+0.7;Momentum:+0.3;LowVol:+0.3
|
ESGOnly;MaxPos6%
| 7
| 30
| 4.1
|
trailing 8%
| 123
| 13.6
|
Bear
| 24.4
| 3.69
| 2.1
| 181
| -18
| 33
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -13
| 4
|
BrokerD
|
LMT
| 97
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 42
| -24
| 10
| 3
| false
|
Increase defensive factor exposure
|
P9632
|
Active
|
Roth
|
USD
|
2025-03-12
| 542,484
| 53,788
| 488,696
| 1.1
| 53.7
| 26.3
| 12.1
| 7.9
|
TSLA:23.2%;AMZN:23.2%;BRK.B:8.3%;AAPL:22.1%;HYG:23.2%
|
US:71.8;EU:11.6;APAC:9.9;EM:3.6;Other:3.0
|
Value:0.0;Growth:+0.3;Quality:+0.4;Size:+0.4;Momentum:+0.4;LowVol:-0.5
|
MaxPos7%
| 5
| 30
| 5.3
|
trailing 9%
| 230
| 24
|
Bull
| 15.8
| 4.66
| 3.2
| 85
| 22
| 66
| 40
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -11
|
BrokerA
|
LMT
| 99
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 114
| -23
| 121
| 5
| false
|
Within IPS guidelines
|
P9633
|
Active
|
Trust
|
USD
|
2025-02-10
| 1,399,307
| 134,730
| 1,264,577
| 1
| 59.7
| 28.6
| 4.5
| 7.2
|
VTI:30.6%;BRK.B:30.6%;VNQ:16.7%;AMZN:22.1%
|
US:71.6;EU:7.8;APAC:10.2;EM:10.1;Other:0.3
|
Value:-0.1;Growth:-0.6;Quality:+0.6;Size:-0.6;Momentum:+0.2;LowVol:-0.0
| null | 6
| 25
| 5
|
hard 12%
| 195
| 19
|
Volatile
| 28.6
| 5.25
| 3.6
| 174
| -27
| 34
| 73
| true
|
Hedge
|
Buy index puts 1% notional
| -12
| -3
|
BrokerD
|
LMT
| 87
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 82
| -41
| 187
| 5
| false
|
Monitor dispersion and breadth
|
P9634
|
Hands-off
|
Taxable
|
USD
|
2025-03-05
| 896,637
| 88,910
| 807,727
| 1
| 65.1
| 28.8
| 0
| 6.1
|
AMZN:13.3%;BRK.B:6.1%;VNQ:18.1%;MSFT:21.2%;QQQ:20.2%;IEF:21.2%
|
US:72.3;EU:9.0;APAC:11.3;EM:5.6;Other:1.8
|
Value:-1.0;Growth:-0.7;Quality:-0.6;Size:-0.4;Momentum:-1.0;LowVol:-1.0
|
ESGOnly
| 7
| 35
| 3.7
|
trailing 8%
| 156
| 14.2
|
Bear
| 23.2
| 4.34
| 2.3
| 168
| 25
| 56
| 57
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -23
|
BrokerC
|
MKT
| 87
|
RegimeShift
|
TightenStops
|
Volatility spike and breadth deterioration
| 2
| -34
| 60
| 4
| false
|
Tighten stops on momentum names
|
P9635
|
Systematic
|
Taxable
|
USD
|
2025-09-26
| 1,325,904
| 66,021
| 1,259,883
| 1
| 60
| 21.7
| 9.9
| 8.4
|
AAPL:16.6%;BRK.B:23.8%;IEF:23.8%;BND:23.8%;QQQ:12.0%
|
US:74.1;EU:7.7;APAC:8.3;EM:7.1;Other:2.7
|
Value:-1.0;Growth:+0.1;Quality:-0.1;Size:+1.0;Momentum:-0.6;LowVol:+0.2
|
MaxPos7%
| 7
| 30
| 5.5
|
trailing 9%
| 144
| 27.2
|
Bear
| 29.6
| 3.61
| 1.4
| 154
| -103
| 5
| 84
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 24
| 8
|
BrokerA
|
LMT
| 98
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 5
| 7
| 93
| 4
| false
|
Monitor dispersion and breadth
|
P9636
|
Hands-off
|
401k
|
USD
|
2025-11-05
| 785,619
| 62,014
| 723,605
| 1
| 68.3
| 17.4
| 7.7
| 6.6
|
TLT:20.2%;VNQ:20.7%;HYG:23.9%;MUB:16.9%;VOO:18.2%
|
US:79.7;EU:5.7;APAC:8.1;EM:5.5;Other:1.0
|
Value:+0.2;Growth:-0.5;Quality:-0.2;Size:-0.2;Momentum:+1.0;LowVol:+0.5
|
MaxPos7%
| 10
| 35
| 3.5
|
trailing 8%
| 117
| 13
|
Bull
| 15.8
| 4
| 2.2
| 102
| 110
| 100
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 3
| 13
|
BrokerD
|
LMT
| 93
| null | null |
Normal monitoring
| -40
| -52
| -27
| 4
| false
|
Tighten stops on momentum names
|
P9637
|
Cautious
|
Roth
|
USD
|
2025-08-31
| 232,843
| 25,136
| 207,707
| 1
| 35.1
| 32.1
| 16.9
| 15.8
|
MUB:33.3%;VNQ:33.3%;HYG:33.3%
|
US:57.1;EU:18.3;APAC:11.7;EM:10.5;Other:2.4
|
Value:-0.4;Growth:+0.4;Quality:-0.2;Size:-0.7;Momentum:-0.1;LowVol:+0.5
|
ESGOnly;NoMargin
| 7
| 25
| 4.3
|
hard 10%
| 129
| 16.6
|
Bull
| 12.5
| 4.67
| 2.5
| 91
| 104
| 98
| 23
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -8
| 2
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 32
| -37
| 160
| 4
| false
|
Within IPS guidelines
|
P9638
|
Cautious
|
IRA
|
USD
|
2025-04-16
| 540,647
| 67,433
| 473,214
| 1
| 48
| 36.6
| 1.6
| 13.8
|
VNQ:33.3%;GLD:33.3%;MUB:33.3%
|
US:75.7;EU:7.1;APAC:8.7;EM:8.3;Other:0.1
|
Value:+0.1;Growth:+1.0;Quality:+0.3;Size:-0.2;Momentum:-0.2;LowVol:-0.5
|
NoDerivatives;NoMargin
| 8
| 30
| 5.3
|
hard 10%
| 155
| 16
|
Bull
| 11.4
| 4.35
| 2.9
| 82
| 39
| 62
| 37
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -8
| -36
|
BrokerA
|
MKT
| 97
| null | null |
Normal monitoring
| 88
| -9
| 87
| 5
| false
|
Monitor dispersion and breadth
|
P9639
|
Hands-off
|
Roth
|
USD
|
2024-11-24
| 403,331
| 22,445
| 380,886
| 1
| 57.9
| 24.9
| 8.5
| 8.7
|
BRK.B:33.3%;BND:33.3%;IEF:33.3%
|
US:62.8;EU:6.4;APAC:15.3;EM:12.6;Other:2.8
|
Value:-1.0;Growth:-0.5;Quality:-0.5;Size:+0.9;Momentum:+0.3;LowVol:-0.3
|
MaxPos5%
| 7
| 25
| 5.2
|
trailing 8%
| 107
| 15.3
|
Volatile
| 22.1
| 4.82
| 3.4
| 137
| 55
| 91
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 7
| -33
|
BrokerD
|
MKT
| 90
| null | null |
Normal monitoring
| 17
| -34
| -6
| 4
| false
|
Tax-aware sells next window
|
P9640
|
Systematic
|
401k
|
USD
|
2024-12-04
| 1,368,782
| 114,926
| 1,253,856
| 1
| 63.5
| 21.5
| 6.1
| 8.9
|
GLD:16.2%;BRK.B:12.4%;VOO:10.2%;AMZN:21.6%;XLF:18.0%;BND:21.6%
|
US:68.6;EU:9.8;APAC:6.9;EM:12.5;Other:2.2
|
Value:-0.9;Growth:-0.5;Quality:+0.6;Size:-0.9;Momentum:-0.9;LowVol:-0.1
|
MaxPos7%;NoDerivatives
| 6
| 25
| 5.9
|
trailing 8%
| 192
| 25.1
|
Bear
| 33.8
| 3.99
| 2.6
| 206
| -100
| 5
| 90
| true
|
Hedge
|
Buy index puts 1% notional
| 22
| -2
|
BrokerD
|
MKT
| 98
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 89
| 20
| 224
| 4
| true
|
Monitor dispersion and breadth
|
P9641
|
Opportunistic
|
Roth
|
USD
|
2024-09-20
| 1,015,414
| 70,784
| 944,630
| 1
| 65.8
| 17.4
| 9.6
| 7.2
|
IEF:33.3%;MSFT:33.3%;TLT:33.3%
|
US:76.5;EU:5.6;APAC:8.0;EM:7.7;Other:2.1
|
Value:-0.4;Growth:-0.9;Quality:-0.8;Size:+0.8;Momentum:-1.0;LowVol:+0.2
| null | 6
| 35
| 5.7
|
hard 12%
| 195
| 20.3
|
Bear
| 23.2
| 3.56
| 2.4
| 198
| 22
| 71
| 55
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -34
|
BrokerB
|
VWAP
| 88
| null | null |
Normal monitoring
| 13
| -30
| 6
| 5
| false
|
Tighten stops on momentum names
|
P9642
|
Cautious
|
IRA
|
USD
|
2025-12-12
| 264,222
| 32,870
| 231,352
| 1
| 41.5
| 43.3
| 0
| 15.2
|
IEF:33.3%;BND:33.3%;AAPL:33.3%
|
US:57.7;EU:14.7;APAC:15.4;EM:10.3;Other:1.9
|
Value:-0.1;Growth:-0.8;Quality:-1.0;Size:+0.7;Momentum:-0.5;LowVol:0.0
|
NoDerivatives;NoMargin
| 8
| 30
| 3.8
|
trailing 10%
| 99
| 15.4
|
Bull
| 11.3
| 4.9
| 3.3
| 98
| 3
| 43
| 24
| false
|
Sell
|
Trim extended winner -1%
| 5
| -4
|
BrokerC
|
LMT
| 90
| null | null |
Normal monitoring
| 19
| -58
| 112
| 5
| false
|
Increase defensive factor exposure
|
P9643
|
Hands-off
|
Taxable
|
USD
|
2025-11-23
| 473,407
| 31,890
| 441,517
| 1
| 61.1
| 17.3
| 13.8
| 7.8
|
MSFT:20.5%;VNQ:6.7%;TSLA:18.2%;AMZN:15.0%;QQQ:19.0%;VTI:20.5%
|
US:68.5;EU:16.1;APAC:5.7;EM:5.6;Other:4.1
|
Value:-0.3;Growth:-0.4;Quality:-0.6;Size:+0.9;Momentum:+0.4;LowVol:+0.5
|
ESGOnly;NoDerivatives
| 7
| 25
| 5.9
|
trailing 8%
| 152
| 16
|
Sideways
| 16.5
| 4.97
| 2.1
| 92
| -27
| 21
| 59
| true
|
Hedge
|
Buy index puts 1% notional
| 9
| -34
|
BrokerB
|
LMT
| 100
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 43
| 11
| 147
| 4
| false
|
Increase defensive factor exposure
|
P9644
|
Cautious
|
Roth
|
USD
|
2025-05-25
| 794,517
| 86,823
| 707,694
| 1
| 50.4
| 35.5
| 0
| 14
|
IEF:25.8%;TLT:22.5%;BRK.B:25.8%;VTI:25.8%
|
US:65.7;EU:16.7;APAC:7.5;EM:7.6;Other:2.4
|
Value:+0.9;Growth:+0.6;Quality:-0.4;Size:-1.0;Momentum:+0.6;LowVol:+0.3
|
ESGOnly;MaxPos6%;NoDerivatives;NoMargin
| 7
| 30
| 4.9
|
trailing 8%
| 101
| 18.2
|
Bull
| 11.8
| 4.7
| 3.2
| 98
| 55
| 63
| 33
| true
|
Rebalance
|
Rebalance back to target bands
| 20
| -26
|
BrokerD
|
MKT
| 88
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -32
| -40
| -36
| 4
| false
|
Tax-aware sells next window
|
P9645
|
Cautious
|
IRA
|
USD
|
2025-08-11
| 773,290
| 79,896
| 693,394
| 1
| 41.4
| 37.1
| 10.3
| 11.1
|
VTI:28.2%;BRK.B:28.2%;BND:15.4%;AMZN:28.2%
|
US:64.6;EU:10.3;APAC:13.3;EM:10.4;Other:1.4
|
Value:+0.7;Growth:+0.4;Quality:+1.0;Size:-0.6;Momentum:-0.2;LowVol:+0.1
|
MaxPos7%;NoMargin
| 5
| 30
| 5.3
|
trailing 8%
| 131
| 15.5
|
Volatile
| 28.5
| 4.33
| 3.6
| 167
| -11
| 35
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 26
| -34
|
BrokerB
|
LMT
| 98
| null | null |
Normal monitoring
| 46
| -52
| 168
| 4
| false
|
Within IPS guidelines
|
P9646
|
Cautious
|
Trust
|
USD
|
2025-07-12
| 217,493
| 34,571
| 182,922
| 1
| 47.4
| 32.5
| 7.8
| 12.3
|
IEF:26.5%;AAPL:26.5%;XLF:26.5%;BRK.B:20.5%
|
US:69.6;EU:11.9;APAC:8.3;EM:7.9;Other:2.2
|
Value:-0.5;Growth:-0.1;Quality:-0.1;Size:+0.3;Momentum:+1.0;LowVol:+0.4
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 25
| 3.2
|
hard 10%
| 139
| 14.5
|
Volatile
| 31.2
| 3.72
| 2.4
| 147
| -32
| 48
| 80
| true
|
Hedge
|
Buy index puts 1% notional
| 2
| -38
|
BrokerD
|
MKT
| 96
|
Drift>tolerance
|
TightenStops
|
Allocation drift beyond policy bands
| -9
| -23
| -15
| 5
| false
|
Within IPS guidelines
|
P9647
|
Hands-off
|
Taxable
|
USD
|
2025-01-31
| 685,730
| 54,723
| 631,007
| 1
| 69.3
| 25.7
| 0
| 5
|
HYG:25.0%;TLT:25.0%;QQQ:25.0%;GLD:25.0%
|
US:78.7;EU:7.1;APAC:5.7;EM:7.2;Other:1.3
|
Value:-0.8;Growth:+0.9;Quality:-0.5;Size:+0.5;Momentum:+0.2;LowVol:+0.7
|
ESGOnly
| 5
| 25
| 4.1
|
hard 10%
| 144
| 19.7
|
Bear
| 29.6
| 4.31
| 2.6
| 217
| 24
| 69
| 79
| true
|
Hedge
|
Buy index puts 1% notional
| 34
| -25
|
BrokerD
|
MKT
| 86
|
RegimeShift
|
Hedge
|
Volatility spike and breadth deterioration
| 10
| -35
| 36
| 5
| false
|
Monitor dispersion and breadth
|
P9648
|
Hands-off
|
Roth
|
USD
|
2025-03-07
| 801,868
| 77,685
| 724,183
| 1
| 59
| 15
| 18.4
| 7.6
|
TLT:22.0%;VTI:21.5%;AMZN:17.8%;BND:8.9%;AAPL:22.0%;MSFT:7.8%
|
US:60.6;EU:18.8;APAC:9.6;EM:8.2;Other:2.8
|
Value:+0.2;Growth:-0.2;Quality:-0.9;Size:+0.6;Momentum:+1.0;LowVol:0.0
|
ESGOnly
| 6
| 25
| 3.5
|
trailing 8%
| 159
| 15.5
|
Bull
| 17.8
| 4.17
| 2.6
| 80
| 49
| 71
| 54
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 25
| -9
|
BrokerA
|
MKT
| 92
| null | null |
Normal monitoring
| 116
| -48
| 248
| 3
| false
|
Increase defensive factor exposure
|
P9649
|
Opportunistic
|
Roth
|
USD
|
2025-03-09
| 1,253,314
| 45,768
| 1,207,546
| 1.13
| 77.2
| 16.1
| 0.1
| 6.6
|
BND:28.1%;BRK.B:28.1%;MUB:15.7%;VNQ:28.1%
|
US:58.1;EU:13.2;APAC:13.3;EM:9.8;Other:5.7
|
Value:+0.8;Growth:-0.1;Quality:+0.6;Size:+0.5;Momentum:-0.5;LowVol:+0.6
|
MaxPos8%
| 10
| 25
| 4.4
|
trailing 9%
| 222
| 21
|
Volatile
| 31.8
| 4.68
| 4.3
| 170
| 39
| 68
| 97
| true
|
Rebalance
|
Rebalance back to target bands
| -12
| -26
|
BrokerA
|
LMT
| 87
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 67
| -52
| 111
| 2
| false
|
Tighten stops on momentum names
|
P9650
|
Hands-off
|
401k
|
USD
|
2025-11-19
| 790,399
| 41,262
| 749,137
| 1
| 70.3
| 19.9
| 0
| 9.7
|
IEF:33.3%;VNQ:33.3%;TLT:33.3%
|
US:55.9;EU:19.6;APAC:14.6;EM:5.2;Other:4.8
|
Value:-0.2;Growth:+0.4;Quality:-0.1;Size:+0.4;Momentum:0.0;LowVol:+0.2
|
ESGOnly;MaxPos8%;NoDerivatives
| 10
| 35
| 4.3
|
trailing 8%
| 162
| 17.2
|
Bear
| 25.6
| 3.22
| 2.9
| 178
| -43
| 19
| 70
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 17
| -3
|
BrokerC
|
MKT
| 96
| null | null |
Normal monitoring
| 105
| 14
| 106
| 5
| false
|
Tighten stops on momentum names
|
P9651
|
Hands-off
|
IRA
|
USD
|
2025-02-26
| 492,746
| 27,377
| 465,369
| 1
| 71.6
| 22.4
| 0
| 6
|
XLF:21.8%;IEF:8.0%;TSLA:18.8%;VTI:11.1%;MSFT:21.8%;VOO:18.6%
|
US:80.0;EU:5.9;APAC:8.2;EM:3.6;Other:2.2
|
Value:-0.1;Growth:+0.8;Quality:+0.5;Size:-0.4;Momentum:-0.1;LowVol:-0.6
|
ESGOnly
| 7
| 35
| 5.9
|
trailing 8%
| 134
| 16.3
|
Volatile
| 25
| 3.65
| 2.5
| 168
| -57
| 18
| 70
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -14
| -24
|
BrokerD
|
VWAP
| 88
| null | null |
Normal monitoring
| -13
| -18
| 0
| 3
| false
|
Tighten stops on momentum names
|
P9652
|
Systematic
|
401k
|
USD
|
2025-10-15
| 1,369,708
| 69,734
| 1,299,974
| 1
| 57.7
| 21.7
| 13.7
| 6.9
|
TLT:32.4%;MSFT:33.8%;AMZN:33.8%
|
US:62.9;EU:8.6;APAC:10.6;EM:13.5;Other:4.5
|
Value:+0.3;Growth:-0.4;Quality:-0.0;Size:-0.2;Momentum:-0.3;LowVol:+0.4
| null | 10
| 35
| 4.1
|
hard 12%
| 204
| 22
|
Volatile
| 23.9
| 5.42
| 3
| 130
| 47
| 73
| 60
| false
|
Sell
|
Trim extended winner -1%
| -2
| -33
|
BrokerA
|
MKT
| 93
| null | null |
Normal monitoring
| 24
| -1
| 78
| 3
| false
|
Tax-aware sells next window
|
P9653
|
Cautious
|
Roth
|
USD
|
2025-04-26
| 722,060
| 104,077
| 617,983
| 1
| 37.3
| 39.4
| 7.9
| 15.4
|
TLT:27.4%;BND:27.4%;VNQ:17.7%;IEF:27.4%
|
US:61.2;EU:18.4;APAC:6.4;EM:11.5;Other:2.5
|
Value:-0.8;Growth:+0.1;Quality:-0.6;Size:+0.4;Momentum:-0.9;LowVol:+0.7
|
ESGOnly;MaxPos6%;NoMargin
| 5
| 25
| 4.5
|
trailing 8%
| 159
| 17.6
|
Bear
| 23.1
| 3.47
| 1.7
| 163
| 15
| 49
| 42
| false
|
Buy
|
Add to core equity +1%
| -3
| -31
|
BrokerD
|
LMT
| 96
| null | null |
Normal monitoring
| -9
| 5
| -29
| 3
| false
|
Tighten stops on momentum names
|
P9654
|
Hands-off
|
Trust
|
USD
|
2025-05-31
| 555,780
| 39,738
| 516,042
| 1
| 66.2
| 26.9
| 1.1
| 5.8
|
AMZN:23.7%;MUB:25.6%;VTI:25.6%;BND:25.1%
|
US:70.7;EU:9.3;APAC:12.8;EM:5.2;Other:2.0
|
Value:+0.9;Growth:+0.7;Quality:-1.0;Size:-0.8;Momentum:+0.7;LowVol:+0.8
|
ESGOnly
| 10
| 30
| 5.6
|
trailing 10%
| 141
| 16.4
|
Volatile
| 21.4
| 4.11
| 3.8
| 129
| 19
| 54
| 54
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 34
| 15
|
BrokerD
|
VWAP
| 100
| null | null |
Normal monitoring
| -12
| -3
| 65
| 4
| false
|
Within IPS guidelines
|
P9655
|
Systematic
|
Roth
|
USD
|
2024-11-03
| 851,041
| 82,322
| 768,719
| 1
| 58.9
| 22.3
| 10.2
| 8.6
|
AAPL:6.6%;MSFT:21.3%;VOO:21.3%;XLF:13.5%;GLD:21.3%;TSLA:16.0%
|
US:66.0;EU:6.6;APAC:16.0;EM:9.3;Other:2.1
|
Value:-0.4;Growth:-0.4;Quality:-0.1;Size:-0.7;Momentum:-0.8;LowVol:+0.8
| null | 7
| 25
| 5.6
|
trailing 9%
| 228
| 20
|
Bull
| 14.6
| 4.27
| 3.5
| 116
| 22
| 68
| 43
| false
|
Hedge
|
Add TLT +1% as duration hedge
| -3
| 10
|
BrokerB
|
LMT
| 87
| null | null |
Normal monitoring
| 8
| 20
| 101
| 5
| false
|
Increase defensive factor exposure
|
P9656
|
Active
|
401k
|
USD
|
2025-01-05
| 1,788,326
| 150,315
| 1,638,011
| 1.19
| 56.8
| 29.9
| 3.7
| 9.6
|
QQQ:21.8%;MSFT:30.2%;GLD:30.2%;BND:17.7%
|
US:71.4;EU:10.5;APAC:12.1;EM:5.4;Other:0.6
|
Value:+0.3;Growth:+0.8;Quality:-0.6;Size:-0.2;Momentum:+0.6;LowVol:-0.4
| null | 5
| 30
| 4.7
|
trailing 8%
| 122
| 20.6
|
Bull
| 17.6
| 4.68
| 2.3
| 111
| 79
| 97
| 45
| false
|
NoAction
|
Within bands; monitor
| 2
| -5
|
BrokerB
|
LMT
| 90
| null | null |
Normal monitoring
| -17
| -43
| 98
| 4
| false
|
Within IPS guidelines
|
P9657
|
Active
|
Taxable
|
USD
|
2025-11-24
| 812,739
| 94,253
| 718,486
| 1
| 58
| 18.9
| 15.8
| 7.3
|
AMZN:25.0%;VTI:25.0%;VNQ:25.0%;BRK.B:25.0%
|
US:72.5;EU:10.4;APAC:7.7;EM:4.7;Other:4.7
|
Value:-0.3;Growth:+0.6;Quality:-0.2;Size:-0.3;Momentum:+1.0;LowVol:+0.1
|
NoDerivatives
| 7
| 25
| 4.7
|
trailing 9%
| 132
| 18.4
|
Sideways
| 14.8
| 3.58
| 2.9
| 96
| -7
| 50
| 38
| false
|
NoAction
|
Within bands; monitor
| 34
| -18
|
BrokerC
|
LMT
| 85
| null | null |
Normal monitoring
| 27
| -17
| -12
| 4
| false
|
Increase defensive factor exposure
|
P9658
|
Hands-off
|
IRA
|
USD
|
2025-02-16
| 619,923
| 57,616
| 562,307
| 1
| 60.5
| 24.9
| 5.2
| 9.5
|
TSLA:23.5%;BRK.B:23.5%;MUB:23.5%;TLT:11.2%;VNQ:18.1%
|
US:67.2;EU:10.6;APAC:8.3;EM:9.7;Other:4.2
|
Value:-0.7;Growth:+0.8;Quality:-0.7;Size:-0.2;Momentum:+0.4;LowVol:+0.4
|
ESGOnly
| 10
| 35
| 5.2
|
trailing 8%
| 137
| 12.3
|
Volatile
| 26.8
| 3.9
| 2.2
| 160
| 5
| 56
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 17
| -38
|
BrokerA
|
LMT
| 85
|
Drift>tolerance
|
Reduce
|
Allocation drift beyond policy bands
| 26
| -58
| -1
| 2
| false
|
Increase defensive factor exposure
|
P9659
|
Active
|
Roth
|
USD
|
2024-08-16
| 1,316,630
| 119,097
| 1,197,533
| 1
| 64.5
| 29.4
| 0.9
| 5.2
|
AAPL:33.3%;TSLA:33.3%;XLF:33.3%
|
US:67.4;EU:8.6;APAC:9.3;EM:10.5;Other:4.3
|
Value:-0.2;Growth:+0.3;Quality:-0.3;Size:+0.4;Momentum:+0.6;LowVol:+0.6
|
MaxPos5%
| 8
| 35
| 5.9
|
trailing 9%
| 198
| 25.2
|
Bull
| 17.6
| 3.89
| 2.6
| 103
| 106
| 96
| 53
| false
|
Buy
|
Add to core equity +1%
| 13
| -30
|
BrokerA
|
LMT
| 97
| null | null |
Normal monitoring
| -7
| 1
| -24
| 4
| false
|
Tighten stops on momentum names
|
P9660
|
Cautious
|
Roth
|
USD
|
2025-11-01
| 224,823
| 28,022
| 196,801
| 1
| 50.6
| 36.8
| 0
| 12.6
|
MSFT:34.1%;XLF:31.9%;HYG:34.1%
|
US:73.1;EU:7.4;APAC:14.2;EM:4.3;Other:1.0
|
Value:+0.1;Growth:+0.1;Quality:+0.9;Size:+0.6;Momentum:-0.5;LowVol:-0.5
|
NoMargin
| 7
| 25
| 5.8
|
trailing 8%
| 115
| 15.8
|
Bear
| 22.4
| 3.79
| 2
| 182
| 11
| 59
| 53
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -21
|
BrokerD
|
LMT
| 86
| null | null |
Normal monitoring
| -14
| -37
| -25
| 5
| false
|
Tighten stops on momentum names
|
P9661
|
Hands-off
|
Trust
|
USD
|
2025-12-09
| 683,621
| 41,780
| 641,841
| 1
| 67.7
| 23.5
| 0
| 8.9
|
VTI:24.2%;TLT:37.9%;VOO:37.9%
|
US:62.1;EU:15.5;APAC:13.0;EM:9.4;Other:0.0
|
Value:-0.9;Growth:+0.2;Quality:+0.4;Size:+0.1;Momentum:+0.5;LowVol:-0.1
|
ESGOnly;MaxPos8%;NoDerivatives
| 5
| 30
| 5.6
|
trailing 8%
| 130
| 17.8
|
Volatile
| 22.5
| 4.55
| 3.5
| 172
| 1
| 56
| 71
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 35
| 13
|
BrokerC
|
LMT
| 87
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 37
| -52
| 177
| 4
| false
|
Tighten stops on momentum names
|
P9662
|
Cautious
|
Trust
|
USD
|
2025-10-07
| 495,686
| 47,855
| 447,831
| 1
| 45.2
| 30.7
| 9.3
| 14.8
|
AAPL:8.5%;HYG:21.6%;VOO:16.8%;TLT:17.2%;VTI:18.5%;AMZN:17.4%
|
US:70.1;EU:11.8;APAC:8.7;EM:5.0;Other:4.3
|
Value:0.0;Growth:-0.1;Quality:-0.9;Size:-0.8;Momentum:0.0;LowVol:-0.6
|
ESGOnly;NoMargin
| 10
| 35
| 3.3
|
hard 10%
| 160
| 12.7
|
Bull
| 12.7
| 3.95
| 3.3
| 73
| 45
| 61
| 38
| true
|
Hedge
|
Buy index puts 1% notional
| 13
| -27
|
BrokerD
|
MKT
| 92
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 28
| -43
| 148
| 3
| false
|
Tighten stops on momentum names
|
P9663
|
Active
|
IRA
|
USD
|
2024-07-12
| 828,526
| 63,388
| 765,138
| 1
| 51.4
| 28.5
| 11.8
| 8.2
|
AMZN:12.0%;MUB:14.5%;AAPL:22.6%;BRK.B:16.0%;VOO:22.6%;IEF:12.2%
|
US:61.6;EU:18.2;APAC:8.6;EM:8.5;Other:3.2
|
Value:-0.0;Growth:+0.3;Quality:-1.0;Size:+0.1;Momentum:-0.1;LowVol:+1.0
| null | 6
| 25
| 5.2
|
trailing 8%
| 208
| 25.9
|
Bull
| 11.7
| 4.09
| 3
| 107
| 91
| 82
| 28
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| -37
|
BrokerA
|
LMT
| 99
| null | null |
Normal monitoring
| 80
| 5
| 140
| 3
| false
|
Tighten stops on momentum names
|
P9664
|
Systematic
|
401k
|
USD
|
2025-05-16
| 715,434
| 35,918
| 679,516
| 1
| 60.6
| 29.1
| 4.8
| 5.5
|
GLD:24.0%;QQQ:24.0%;TSLA:16.6%;VOO:24.0%;IEF:11.4%
|
US:62.3;EU:16.2;APAC:5.9;EM:11.8;Other:3.8
|
Value:-0.8;Growth:-0.1;Quality:+0.4;Size:+0.9;Momentum:-0.3;LowVol:-0.3
| null | 7
| 35
| 4.8
|
trailing 8%
| 199
| 23.1
|
Volatile
| 21.8
| 4.19
| 2.1
| 166
| -57
| 21
| 55
| false
|
Sell
|
Trim extended winner -1%
| 19
| -3
|
BrokerA
|
LMT
| 98
| null | null |
Normal monitoring
| 85
| -6
| 184
| 5
| false
|
Tax-aware sells next window
|
P9665
|
Cautious
|
401k
|
USD
|
2025-07-02
| 832,896
| 111,713
| 721,183
| 1
| 39.6
| 33.5
| 9
| 17.9
|
VNQ:21.7%;AAPL:21.7%;HYG:20.4%;TLT:15.8%;VTI:20.4%
|
US:60.1;EU:11.3;APAC:13.5;EM:10.5;Other:4.6
|
Value:+0.5;Growth:-0.7;Quality:-0.2;Size:0.0;Momentum:+0.5;LowVol:+0.5
|
NoMargin
| 10
| 25
| 4.4
|
trailing 8%
| 125
| 16
|
Bear
| 28.6
| 3.43
| 1.9
| 201
| 39
| 65
| 65
| true
|
Hedge
|
Buy index puts 1% notional
| 18
| 0
|
BrokerA
|
VWAP
| 97
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -45
| -9
| -53
| 3
| false
|
Tighten stops on momentum names
|
P9666
|
Opportunistic
|
Taxable
|
USD
|
2025-06-25
| 561,278
| 22,467
| 538,811
| 1
| 70.3
| 20.2
| 2.4
| 7
|
HYG:24.1%;VOO:12.6%;MUB:24.1%;TSLA:21.7%;IEF:17.5%
|
US:63.5;EU:7.6;APAC:17.1;EM:8.9;Other:2.8
|
Value:+0.6;Growth:-0.5;Quality:-0.2;Size:+0.1;Momentum:+0.8;LowVol:-0.5
|
MaxPos6%;NoDerivatives
| 5
| 25
| 6.1
|
trailing 7%
| 272
| 34.5
|
Bull
| 16.2
| 3.52
| 3
| 86
| 43
| 57
| 64
| false
|
Sell
|
Trim extended winner -1%
| 28
| -22
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| -32
| -30
| 32
| 4
| false
|
Monitor dispersion and breadth
|
P9667
|
Hands-off
|
Roth
|
USD
|
2025-02-13
| 658,779
| 62,365
| 596,414
| 1
| 62
| 19.2
| 13.6
| 5.3
|
MUB:26.3%;GLD:21.2%;BND:26.3%;QQQ:26.3%
|
US:67.6;EU:11.3;APAC:13.0;EM:6.9;Other:1.1
|
Value:-0.2;Growth:+0.7;Quality:-0.2;Size:+0.4;Momentum:-0.3;LowVol:+0.3
|
ESGOnly
| 6
| 35
| 3.5
|
trailing 8%
| 163
| 18.9
|
Volatile
| 20.3
| 4.78
| 2.8
| 163
| 26
| 70
| 63
| false
|
Buy
|
Add to core equity +1%
| -11
| -4
|
BrokerB
|
MKT
| 91
| null | null |
Normal monitoring
| -35
| 0
| -45
| 3
| false
|
Tighten stops on momentum names
|
P9668
|
Systematic
|
Trust
|
USD
|
2024-09-10
| 1,537,150
| 97,021
| 1,440,129
| 1
| 60.6
| 30.3
| 0
| 9.1
|
VOO:20.3%;QQQ:26.6%;BND:26.6%;TLT:26.6%
|
US:64.0;EU:12.7;APAC:9.1;EM:10.3;Other:3.8
|
Value:-0.9;Growth:-0.2;Quality:+0.2;Size:0.0;Momentum:-0.9;LowVol:+0.7
|
MaxPos8%;NoDerivatives
| 7
| 30
| 4.5
|
trailing 9%
| 171
| 24.4
|
Volatile
| 25.3
| 3.65
| 3.3
| 171
| 58
| 75
| 67
| false
|
Sell
|
Trim extended winner -1%
| -13
| 3
|
BrokerB
|
LMT
| 92
| null | null |
Normal monitoring
| 26
| 1
| 33
| 5
| false
|
Tax-aware sells next window
|
P9669
|
Active
|
Taxable
|
USD
|
2025-11-30
| 2,002,368
| 159,112
| 1,843,256
| 1.07
| 64.7
| 30.1
| 0
| 5.1
|
IEF:28.3%;AAPL:28.3%;AMZN:15.0%;TLT:28.3%
|
US:61.4;EU:12.8;APAC:9.6;EM:11.4;Other:4.9
|
Value:-0.6;Growth:-0.5;Quality:+0.6;Size:+0.3;Momentum:-0.5;LowVol:+0.2
|
MaxPos5%;NoDerivatives
| 6
| 30
| 5.3
|
trailing 9%
| 184
| 19.3
|
Bear
| 31.5
| 3.78
| 1.2
| 209
| -73
| 12
| 83
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 35
| 11
|
BrokerD
|
LMT
| 88
|
VAR>budget
|
Hedge
|
Risk above budget threshold
| 95
| -33
| 196
| 3
| false
|
Within IPS guidelines
|
P9670
|
Opportunistic
|
Roth
|
USD
|
2025-08-04
| 1,782,430
| 157,102
| 1,625,328
| 1
| 60.7
| 11
| 19.6
| 8.7
|
VNQ:26.1%;TLT:26.1%;AMZN:21.7%;TSLA:26.1%
|
US:74.3;EU:12.3;APAC:8.7;EM:3.7;Other:0.9
|
Value:-0.7;Growth:-0.9;Quality:+0.4;Size:+0.1;Momentum:+0.3;LowVol:+0.9
| null | 5
| 25
| 4.5
|
hard 12%
| 247
| 30.6
|
Volatile
| 21.6
| 4.11
| 3.7
| 159
| -36
| 17
| 59
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 9
| 6
|
BrokerD
|
MKT
| 87
| null | null |
Normal monitoring
| 92
| 2
| 78
| 5
| false
|
Tax-aware sells next window
|
P9671
|
Cautious
|
401k
|
USD
|
2025-04-14
| 250,678
| 34,990
| 215,688
| 1
| 47
| 30.5
| 12
| 10.5
|
TLT:36.6%;VTI:36.6%;GLD:26.8%
|
US:79.2;EU:6.9;APAC:5.3;EM:4.1;Other:4.5
|
Value:-0.8;Growth:+0.5;Quality:-0.4;Size:-0.6;Momentum:-0.9;LowVol:-0.3
|
MaxPos7%;NoDerivatives;NoMargin
| 10
| 25
| 3.6
|
trailing 8%
| 139
| 19.5
|
Volatile
| 29.6
| 4.42
| 4
| 161
| 79
| 92
| 67
| false
|
Sell
|
Trim extended winner -1%
| -10
| 4
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| -51
| -52
| 38
| 5
| false
|
Tighten stops on momentum names
|
P9672
|
Cautious
|
Roth
|
USD
|
2025-03-28
| 558,179
| 45,677
| 512,502
| 1
| 45.6
| 37.6
| 0
| 16.8
|
BRK.B:22.7%;VTI:11.9%;TLT:22.7%;BND:13.6%;TSLA:9.1%;HYG:20.0%
|
US:60.1;EU:6.5;APAC:16.2;EM:12.8;Other:4.3
|
Value:-0.1;Growth:+0.1;Quality:-0.0;Size:+0.4;Momentum:+0.5;LowVol:-0.8
|
MaxPos6%;NoMargin
| 7
| 35
| 5
|
trailing 10%
| 104
| 19.2
|
Volatile
| 31.4
| 4.62
| 2.7
| 148
| 56
| 71
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| 10
| -15
|
BrokerD
|
MKT
| 94
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 68
| 17
| 62
| 3
| false
|
Tax-aware sells next window
|
P9673
|
Active
|
IRA
|
USD
|
2025-06-04
| 1,611,033
| 139,310
| 1,471,723
| 1.05
| 62.5
| 18.5
| 10.6
| 8.5
|
GLD:22.7%;BRK.B:20.6%;TLT:23.5%;VNQ:9.8%;MSFT:23.5%
|
US:59.4;EU:20.5;APAC:10.0;EM:10.1;Other:0.0
|
Value:+0.6;Growth:-0.1;Quality:-0.6;Size:-1.0;Momentum:-0.6;LowVol:-1.0
| null | 5
| 25
| 5.1
|
hard 12%
| 166
| 26.4
|
Bear
| 34.2
| 3.79
| 2.9
| 134
| 29
| 63
| 85
| true
|
Hedge
|
Buy index puts 1% notional
| 23
| -40
|
BrokerB
|
MKT
| 93
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| -34
| -32
| -6
| 2
| false
|
Tax-aware sells next window
|
P9674
|
Active
|
Roth
|
USD
|
2024-11-19
| 1,224,233
| 142,432
| 1,081,801
| 1.13
| 66.5
| 22.4
| 6
| 5.1
|
MSFT:20.3%;TLT:19.6%;BND:15.1%;AMZN:11.6%;HYG:15.5%;IEF:18.0%
|
US:68.0;EU:13.0;APAC:13.2;EM:4.3;Other:1.5
|
Value:+0.5;Growth:-0.2;Quality:+0.3;Size:+0.5;Momentum:-0.9;LowVol:-0.7
|
MaxPos5%
| 5
| 30
| 4
|
trailing 8%
| 212
| 25.4
|
Volatile
| 26
| 4.71
| 4.3
| 126
| 79
| 92
| 75
| true
|
Hedge
|
Buy index puts 1% notional
| 32
| -28
|
BrokerA
|
MKT
| 95
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 35
| -30
| 104
| 3
| false
|
Tighten stops on momentum names
|
P9675
|
Hands-off
|
Roth
|
USD
|
2025-07-02
| 258,775
| 16,766
| 242,009
| 1
| 66
| 25.8
| 0
| 8.3
|
AAPL:22.3%;BND:22.9%;TSLA:22.9%;TLT:9.1%;QQQ:22.9%
|
US:64.8;EU:17.4;APAC:9.5;EM:7.6;Other:0.8
|
Value:-0.0;Growth:+0.5;Quality:-0.5;Size:-0.3;Momentum:+0.6;LowVol:+0.8
|
MaxPos6%
| 5
| 25
| 3.2
|
trailing 8%
| 157
| 18.3
|
Bear
| 26.5
| 3.1
| 1.2
| 160
| -86
| 5
| 77
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 3
| -40
|
BrokerB
|
LMT
| 89
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| -47
| -23
| 76
| 5
| true
|
Tighten stops on momentum names
|
P9676
|
Cautious
|
Trust
|
USD
|
2025-08-21
| 710,929
| 88,286
| 622,643
| 1
| 42.5
| 36.7
| 9.3
| 11.5
|
TSLA:28.3%;GLD:18.6%;AAPL:24.7%;VTI:28.3%
|
US:63.1;EU:20.0;APAC:9.2;EM:5.7;Other:1.9
|
Value:+0.3;Growth:+1.0;Quality:-0.2;Size:+0.5;Momentum:-0.9;LowVol:+0.6
|
MaxPos8%;NoMargin
| 5
| 25
| 4.2
|
trailing 8%
| 167
| 14.3
|
Bull
| 17.5
| 4.84
| 2.2
| 82
| 53
| 88
| 45
| false
|
Buy
|
Add to core equity +1%
| 9
| 13
|
BrokerA
|
LMT
| 96
| null | null |
Normal monitoring
| 67
| 5
| 56
| 5
| false
|
Increase defensive factor exposure
|
P9677
|
Active
|
IRA
|
USD
|
2025-12-07
| 2,313,883
| 150,949
| 2,162,934
| 1
| 55.7
| 24.2
| 10.8
| 9.4
|
TSLA:21.3%;TLT:18.0%;MUB:14.6%;GLD:21.3%;IEF:16.2%;AAPL:8.6%
|
US:69.0;EU:8.0;APAC:11.2;EM:6.6;Other:5.2
|
Value:+0.3;Growth:+0.2;Quality:-0.8;Size:-0.4;Momentum:+0.9;LowVol:+0.7
|
MaxPos8%;NoDerivatives
| 5
| 35
| 4.7
|
trailing 9%
| 225
| 27.3
|
Bull
| 11.5
| 4.4
| 3.4
| 88
| 3
| 45
| 27
| false
|
NoAction
|
Within bands; monitor
| 15
| -14
|
BrokerD
|
LMT
| 98
| null | null |
Normal monitoring
| 16
| -56
| 19
| 4
| false
|
Tighten stops on momentum names
|
P9678
|
Cautious
|
401k
|
USD
|
2025-04-26
| 525,403
| 80,043
| 445,360
| 1
| 47.7
| 33.6
| 7.3
| 11.4
|
BRK.B:10.6%;GLD:15.8%;TLT:20.5%;IEF:12.9%;TSLA:20.0%;XLF:20.2%
|
US:70.6;EU:9.8;APAC:12.1;EM:3.9;Other:3.6
|
Value:+0.5;Growth:-0.9;Quality:-0.9;Size:-0.6;Momentum:+0.1;LowVol:-0.8
|
ESGOnly;NoDerivatives;NoMargin
| 7
| 30
| 5.2
|
hard 10%
| 169
| 16.3
|
Sideways
| 14.6
| 4.39
| 3.2
| 132
| -14
| 31
| 30
| false
|
Sell
|
Trim extended winner -1%
| 31
| -24
|
BrokerD
|
MKT
| 89
| null | null |
Normal monitoring
| 74
| 13
| 158
| 5
| false
|
Increase defensive factor exposure
|
P9679
|
Hands-off
|
IRA
|
USD
|
2025-03-27
| 189,686
| 17,664
| 172,022
| 1
| 72.6
| 20.3
| 1.6
| 5.4
|
MUB:37.2%;IEF:25.5%;GLD:37.2%
|
US:64.1;EU:22.0;APAC:5.9;EM:4.9;Other:3.1
|
Value:-0.3;Growth:+0.2;Quality:+0.6;Size:-0.6;Momentum:-0.7;LowVol:-0.7
| null | 10
| 35
| 5.2
|
hard 10%
| 108
| 13.5
|
Volatile
| 21.5
| 4.92
| 2
| 142
| 7
| 41
| 61
| false
|
Buy
|
Add to core equity +1%
| 1
| -19
|
BrokerA
|
MKT
| 89
| null | null |
Normal monitoring
| 7
| -45
| -15
| 5
| false
|
Tax-aware sells next window
|
P9680
|
Hands-off
|
IRA
|
USD
|
2025-05-13
| 571,862
| 52,635
| 519,227
| 1
| 68.5
| 25.1
| 0
| 6.4
|
VOO:6.6%;TLT:23.3%;VNQ:23.3%;HYG:23.3%;BRK.B:23.3%
|
US:71.6;EU:6.9;APAC:13.4;EM:5.8;Other:2.3
|
Value:0.0;Growth:+0.8;Quality:-0.1;Size:-0.6;Momentum:-0.4;LowVol:-0.9
|
MaxPos6%;NoDerivatives
| 5
| 30
| 5.9
|
hard 10%
| 93
| 12.9
|
Sideways
| 21.4
| 4.54
| 2.2
| 91
| -21
| 41
| 73
| false
|
Buy
|
Add to core equity +1%
| 14
| -25
|
BrokerA
|
MKT
| 94
| null | null |
Normal monitoring
| 100
| -41
| 91
| 4
| false
|
Tax-aware sells next window
|
P9681
|
Hands-off
|
Roth
|
USD
|
2025-05-20
| 840,979
| 48,676
| 792,303
| 1
| 69.7
| 22.6
| 1.6
| 6
|
MSFT:14.6%;VOO:21.3%;XLF:11.9%;IEF:17.7%;BRK.B:21.3%;VNQ:13.2%
|
US:76.8;EU:7.9;APAC:8.9;EM:5.4;Other:1.0
|
Value:+0.1;Growth:+0.7;Quality:+0.1;Size:+0.5;Momentum:+0.8;LowVol:+0.7
|
MaxPos6%;NoDerivatives
| 5
| 35
| 4.5
|
hard 10%
| 144
| 16.3
|
Sideways
| 20.8
| 4.27
| 2.3
| 102
| 5
| 61
| 65
| false
|
NoAction
|
Within bands; monitor
| 31
| -35
|
BrokerC
|
MKT
| 0
| null | null |
Normal monitoring
| 105
| -4
| 121
| 4
| false
|
Monitor dispersion and breadth
|
P9682
|
Active
|
Trust
|
USD
|
2025-07-17
| 1,327,966
| 124,839
| 1,203,127
| 1
| 55.1
| 30.7
| 4.8
| 9.4
|
XLF:15.7%;VOO:22.0%;MSFT:18.3%;AAPL:22.0%;HYG:22.0%
|
US:73.5;EU:12.3;APAC:9.2;EM:3.4;Other:1.6
|
Value:+0.5;Growth:+0.5;Quality:-0.4;Size:+0.1;Momentum:+0.4;LowVol:+0.3
| null | 5
| 25
| 4.5
|
trailing 9%
| 202
| 25.1
|
Bull
| 16.5
| 4.39
| 3.4
| 80
| 112
| 100
| 52
| false
|
Buy
|
Add to core equity +1%
| 29
| -26
|
BrokerD
|
LMT
| 88
| null | null |
Normal monitoring
| 26
| -7
| 144
| 4
| false
|
Monitor dispersion and breadth
|
P9683
|
Opportunistic
|
401k
|
USD
|
2025-09-07
| 741,999
| 23,656
| 718,343
| 1
| 61.5
| 16.7
| 17.4
| 4.4
|
TSLA:23.7%;AMZN:14.7%;BRK.B:14.1%;MSFT:23.7%;VNQ:23.7%
|
US:71.6;EU:16.1;APAC:7.9;EM:3.1;Other:1.3
|
Value:-0.9;Growth:-0.7;Quality:-0.6;Size:+0.1;Momentum:+0.2;LowVol:+0.6
|
MaxPos5%
| 8
| 30
| 5.2
|
hard 12%
| 266
| 24.1
|
Bull
| 15.2
| 4.04
| 3.3
| 98
| 45
| 59
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 16
| -2
|
BrokerA
|
MKT
| 95
| null | null |
Normal monitoring
| -12
| 12
| 48
| 5
| false
|
Tax-aware sells next window
|
P9684
|
Opportunistic
|
Roth
|
USD
|
2025-03-21
| 1,025,501
| 65,042
| 960,459
| 1
| 64.5
| 15.1
| 15.1
| 5.3
|
VNQ:14.4%;MSFT:15.6%;XLF:13.9%;VTI:23.5%;GLD:23.5%;BRK.B:9.2%
|
US:63.8;EU:16.5;APAC:6.7;EM:8.7;Other:4.4
|
Value:+1.0;Growth:+0.3;Quality:-0.0;Size:+0.2;Momentum:+0.8;LowVol:+0.6
| null | 8
| 30
| 5.9
|
trailing 7%
| 237
| 25.5
|
Sideways
| 16.5
| 4.03
| 2.3
| 130
| 25
| 70
| 54
| false
|
Buy
|
Add to core equity +1%
| -9
| -30
|
BrokerB
|
VWAP
| 85
| null | null |
Normal monitoring
| 33
| -45
| 127
| 4
| false
|
Monitor dispersion and breadth
|
P9685
|
Active
|
Roth
|
USD
|
2025-08-11
| 772,874
| 56,729
| 716,145
| 1
| 62.1
| 31.8
| 0
| 6.1
|
VOO:28.8%;IEF:28.8%;BRK.B:28.8%;GLD:13.7%
|
US:69.8;EU:14.9;APAC:7.3;EM:5.5;Other:2.6
|
Value:-0.4;Growth:+0.1;Quality:-0.8;Size:+0.5;Momentum:+0.9;LowVol:+0.7
| null | 10
| 35
| 4.9
|
trailing 8%
| 126
| 19.6
|
Sideways
| 21.2
| 4.58
| 2.5
| 109
| -3
| 43
| 64
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 15
| 3
|
BrokerB
|
LMT
| 97
| null | null |
Normal monitoring
| -22
| -30
| -33
| 4
| false
|
Within IPS guidelines
|
P9686
|
Hands-off
|
Roth
|
USD
|
2025-05-03
| 890,390
| 41,005
| 849,385
| 1
| 66
| 22.2
| 3.7
| 8.1
|
TSLA:24.6%;VOO:29.8%;TLT:29.8%;MSFT:15.8%
|
US:68.5;EU:13.9;APAC:6.0;EM:9.6;Other:2.0
|
Value:+0.3;Growth:+0.8;Quality:+0.2;Size:+0.5;Momentum:-0.1;LowVol:-0.1
|
ESGOnly
| 10
| 35
| 3.9
|
trailing 8%
| 95
| 16.6
|
Bear
| 28
| 3
| 1.1
| 176
| -113
| 5
| 72
| true
|
Hedge
|
Buy index puts 1% notional
| 5
| -10
|
BrokerB
|
MKT
| 93
|
VAR>budget
|
Reduce
|
Risk above budget threshold
| 29
| 11
| 72
| 5
| false
|
Tighten stops on momentum names
|
P9687
|
Active
|
401k
|
USD
|
2024-08-13
| 1,654,814
| 153,048
| 1,501,766
| 1
| 55.3
| 29.6
| 9
| 6
|
XLF:17.8%;AAPL:17.4%;TLT:19.1%;AMZN:22.9%;VTI:22.9%
|
US:70.4;EU:16.0;APAC:7.8;EM:3.0;Other:2.7
|
Value:+0.3;Growth:+0.3;Quality:-0.2;Size:+0.7;Momentum:+0.1;LowVol:+0.8
|
MaxPos8%
| 5
| 30
| 4.7
|
trailing 8%
| 134
| 21.2
|
Volatile
| 27.6
| 5.47
| 4.2
| 110
| 50
| 88
| 78
| true
|
Hedge
|
Buy index puts 1% notional
| -7
| -6
|
BrokerD
|
MKT
| 87
|
VAR>budget
|
Pause
|
Risk above budget threshold
| 78
| -35
| 189
| 2
| false
|
Increase defensive factor exposure
|
P9688
|
Opportunistic
|
IRA
|
USD
|
2025-02-21
| 850,704
| 64,399
| 786,305
| 1
| 76.2
| 13.9
| 2
| 7.8
|
VNQ:33.3%;TSLA:33.3%;IEF:33.3%
|
US:62.9;EU:15.1;APAC:8.4;EM:10.9;Other:2.7
|
Value:+1.0;Growth:-0.7;Quality:-0.4;Size:+0.4;Momentum:-0.9;LowVol:-0.4
|
MaxPos5%
| 8
| 25
| 4.1
|
trailing 9%
| 275
| 27.1
|
Bull
| 13.1
| 4.61
| 2.8
| 119
| 107
| 100
| 49
| false
|
Buy
|
Add to core equity +1%
| 28
| -17
|
BrokerD
|
VWAP
| 86
| null | null |
Normal monitoring
| -42
| -40
| 67
| 5
| false
|
Within IPS guidelines
|
P9689
|
Hands-off
|
Taxable
|
USD
|
2025-01-17
| 716,708
| 40,485
| 676,223
| 1
| 59.6
| 22
| 8.8
| 9.5
|
TSLA:33.3%;QQQ:33.3%;VTI:33.3%
|
US:66.1;EU:13.5;APAC:9.8;EM:10.3;Other:0.3
|
Value:-0.4;Growth:+0.9;Quality:-0.7;Size:+0.8;Momentum:-0.0;LowVol:+0.6
|
MaxPos7%
| 5
| 30
| 3.6
|
trailing 10%
| 152
| 15.9
|
Volatile
| 26.7
| 4.7
| 4
| 145
| 7
| 68
| 72
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| -2
| -29
|
BrokerB
|
LMT
| 88
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 113
| -11
| 95
| 4
| false
|
Within IPS guidelines
|
P9690
|
Active
|
Taxable
|
USD
|
2025-02-17
| 1,265,181
| 87,299
| 1,177,882
| 1.19
| 55.7
| 27.3
| 7.1
| 9.9
|
BND:29.2%;VTI:29.2%;TLT:19.5%;VNQ:22.1%
|
US:77.6;EU:11.2;APAC:7.3;EM:3.9;Other:0.1
|
Value:+0.6;Growth:-1.0;Quality:0.0;Size:+0.3;Momentum:+0.7;LowVol:-0.0
|
NoDerivatives
| 5
| 25
| 5.5
|
hard 12%
| 210
| 24.9
|
Volatile
| 21.9
| 3.95
| 4.5
| 147
| 6
| 61
| 53
| true
|
Rebalance
|
Rebalance back to target bands
| 34
| 11
|
BrokerB
|
LMT
| 99
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 43
| -54
| 69
| 3
| false
|
Monitor dispersion and breadth
|
P9691
|
Cautious
|
IRA
|
USD
|
2024-12-22
| 253,100
| 37,513
| 215,587
| 1
| 41.2
| 36.8
| 10.8
| 11.2
|
IEF:21.5%;XLF:19.8%;MSFT:21.5%;AMZN:7.5%;VTI:12.4%;AAPL:17.2%
|
US:72.7;EU:11.8;APAC:6.0;EM:8.4;Other:1.2
|
Value:+0.7;Growth:-0.5;Quality:-0.5;Size:-0.3;Momentum:-0.5;LowVol:-0.4
|
ESGOnly;NoDerivatives;NoMargin
| 8
| 35
| 3.8
|
trailing 8%
| 93
| 17.1
|
Volatile
| 31.3
| 4.48
| 2.6
| 150
| 1
| 53
| 60
| false
|
Sell
|
Trim extended winner -1%
| 6
| -23
|
BrokerB
|
MKT
| 94
| null | null |
Normal monitoring
| 106
| 13
| 106
| 4
| false
|
Tax-aware sells next window
|
P9692
|
Active
|
401k
|
USD
|
2024-09-08
| 2,355,776
| 149,211
| 2,206,565
| 1
| 67.1
| 19.3
| 8
| 5.7
|
BND:28.7%;TLT:28.7%;TSLA:27.3%;HYG:15.3%
|
US:73.8;EU:6.6;APAC:6.2;EM:11.5;Other:1.9
|
Value:+0.5;Growth:-0.5;Quality:-0.4;Size:-0.0;Momentum:-0.4;LowVol:+0.7
| null | 7
| 35
| 5.1
|
trailing 8%
| 192
| 17.8
|
Bull
| 16.1
| 4.88
| 2.3
| 117
| 85
| 100
| 57
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 22
| 4
|
BrokerB
|
MKT
| 85
| null | null |
Normal monitoring
| 96
| -15
| 218
| 3
| false
|
Monitor dispersion and breadth
|
P9693
|
Cautious
|
401k
|
USD
|
2025-03-20
| 490,506
| 55,574
| 434,932
| 1
| 42.3
| 44.1
| 3.4
| 10.2
|
HYG:7.5%;MSFT:20.0%;MUB:9.0%;AMZN:21.2%;VNQ:21.2%;TSLA:21.2%
|
US:67.1;EU:13.7;APAC:10.3;EM:6.3;Other:2.5
|
Value:-0.6;Growth:-0.6;Quality:-0.7;Size:+0.4;Momentum:-0.3;LowVol:+0.4
|
MaxPos6%;NoMargin
| 6
| 30
| 5.4
|
trailing 8%
| 162
| 13.9
|
Volatile
| 30.5
| 5.36
| 3.6
| 134
| -18
| 51
| 76
| true
|
Hedge
|
Buy index puts 1% notional
| 30
| 15
|
BrokerC
|
MKT
| 97
|
Drift>tolerance
|
Hedge
|
Allocation drift beyond policy bands
| 68
| -52
| 109
| 3
| false
|
Increase defensive factor exposure
|
P9694
|
Opportunistic
|
IRA
|
USD
|
2025-04-19
| 1,703,382
| 83,831
| 1,619,551
| 1
| 63.4
| 21.3
| 9.6
| 5.7
|
MSFT:14.9%;QQQ:15.9%;BND:19.9%;TLT:18.4%;HYG:15.0%;AMZN:15.9%
|
US:80.1;EU:6.5;APAC:5.9;EM:4.0;Other:3.6
|
Value:+0.7;Growth:+1.0;Quality:-0.7;Size:+0.8;Momentum:-0.7;LowVol:-0.3
|
MaxPos5%;NoDerivatives
| 8
| 30
| 6.4
|
trailing 7%
| 275
| 25.5
|
Bull
| 14.7
| 4.56
| 2.3
| 73
| 105
| 92
| 45
| false
|
Buy
|
Add to core equity +1%
| 30
| -1
|
BrokerD
|
LMT
| 90
| null | null |
Normal monitoring
| 101
| 12
| 133
| 4
| false
|
Tax-aware sells next window
|
P9695
|
Systematic
|
IRA
|
USD
|
2025-10-18
| 1,912,926
| 166,314
| 1,746,612
| 1
| 64.3
| 25
| 2.8
| 7.9
|
VOO:25.0%;IEF:25.0%;MSFT:25.0%;TSLA:25.0%
|
US:71.2;EU:6.0;APAC:9.8;EM:10.9;Other:2.1
|
Value:-0.0;Growth:+0.4;Quality:-0.4;Size:-0.8;Momentum:+0.5;LowVol:-0.4
|
NoDerivatives
| 6
| 30
| 5.1
|
hard 12%
| 181
| 22.6
|
Bull
| 11.7
| 4.43
| 3.1
| 79
| 44
| 79
| 43
| false
|
Rebalance
|
Shift +1% to bonds from equity
| 27
| -19
|
BrokerD
|
MKT
| 100
| null | null |
Normal monitoring
| 114
| -26
| 84
| 4
| false
|
Increase defensive factor exposure
|
P9696
|
Hands-off
|
401k
|
USD
|
2024-11-21
| 353,136
| 17,231
| 335,905
| 1
| 57
| 22.7
| 13.1
| 7.2
|
VOO:25.0%;GLD:18.3%;QQQ:25.0%;TSLA:14.4%;AMZN:17.3%
|
US:64.7;EU:10.7;APAC:12.5;EM:8.4;Other:3.7
|
Value:+0.4;Growth:+0.5;Quality:-0.1;Size:-1.0;Momentum:-0.8;LowVol:-0.2
|
MaxPos8%
| 5
| 30
| 3.2
|
hard 10%
| 110
| 18.2
|
Bear
| 31.1
| 3.68
| 1.9
| 182
| -5
| 33
| 73
| true
|
Reduce
|
Cut high-beta by 2-3%, add cash
| 33
| -39
|
BrokerD
|
MKT
| 90
|
RegimeShift
|
Reduce
|
Volatility spike and breadth deterioration
| 103
| -32
| 236
| 5
| false
|
Increase defensive factor exposure
|
P9697
|
Systematic
|
Taxable
|
USD
|
2025-09-22
| 735,650
| 66,816
| 668,834
| 1
| 56.9
| 30.6
| 4.2
| 8.3
|
MUB:26.5%;GLD:20.4%;TSLA:26.5%;VTI:26.5%
|
US:66.0;EU:14.8;APAC:14.2;EM:3.2;Other:1.8
|
Value:-0.1;Growth:+0.6;Quality:-0.4;Size:-0.2;Momentum:+0.7;LowVol:-0.1
| null | 10
| 30
| 4.4
|
trailing 8%
| 157
| 22.7
|
Bull
| 13.1
| 4.3
| 2.8
| 73
| 15
| 51
| 30
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -15
| -20
|
BrokerB
|
MKT
| 87
| null | null |
Normal monitoring
| -54
| 19
| 58
| 3
| false
|
Increase defensive factor exposure
|
P9698
|
Systematic
|
IRA
|
USD
|
2025-03-24
| 506,028
| 36,942
| 469,086
| 1
| 57.6
| 28.1
| 8
| 6.4
|
VOO:11.3%;BND:22.1%;VNQ:19.0%;AMZN:16.7%;AAPL:13.4%;IEF:17.6%
|
US:63.0;EU:6.0;APAC:13.6;EM:13.0;Other:4.4
|
Value:-0.5;Growth:-0.1;Quality:+0.9;Size:-0.9;Momentum:-0.0;LowVol:-0.4
| null | 10
| 30
| 4.1
|
trailing 8%
| 211
| 16.7
|
Bear
| 23.2
| 3.72
| 1.1
| 169
| -94
| 7
| 50
| false
|
Rebalance
|
Shift +1% to bonds from equity
| -6
| -29
|
BrokerC
|
MKT
| 95
| null | null |
Normal monitoring
| 82
| 17
| 87
| 5
| false
|
Tax-aware sells next window
|
P9699
|
Cautious
|
Roth
|
USD
|
2025-06-07
| 584,638
| 75,381
| 509,257
| 1
| 46.8
| 37.6
| 0
| 15.6
|
BND:22.6%;VOO:22.6%;MSFT:12.7%;IEF:22.6%;QQQ:19.3%
|
US:71.2;EU:6.5;APAC:11.9;EM:5.5;Other:4.8
|
Value:+0.8;Growth:-0.2;Quality:+0.6;Size:-0.9;Momentum:-0.8;LowVol:+0.2
|
ESGOnly;NoMargin
| 6
| 25
| 5.3
|
hard 10%
| 138
| 16.3
|
Bull
| 11.6
| 4.07
| 3.3
| 109
| 115
| 94
| 23
| false
|
Buy
|
Add to core equity +1%
| 27
| -2
|
BrokerD
|
MKT
| 99
| null | null |
Normal monitoring
| 74
| -2
| 117
| 3
| false
|
Tighten stops on momentum names
|
P9700
|
Active
|
Trust
|
USD
|
2025-06-15
| 1,598,386
| 102,776
| 1,495,610
| 1
| 66.9
| 25.2
| 0
| 7.9
|
TSLA:33.3%;XLF:33.3%;TLT:33.3%
|
US:71.3;EU:17.2;APAC:7.8;EM:3.2;Other:0.5
|
Value:+0.5;Growth:-0.3;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:-0.5
| null | 10
| 30
| 4.3
|
trailing 8%
| 146
| 27.4
|
Bull
| 11.5
| 4.12
| 2.9
| 113
| 48
| 83
| 44
| false
|
Hedge
|
Add TLT +1% as duration hedge
| 4
| -4
|
BrokerD
|
MKT
| 96
| null | null |
Normal monitoring
| 100
| 0
| 106
| 3
| false
|
Tax-aware sells next window
|
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