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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P0101 | Cautious | IRA | USD | 2024-11-02 | 220,910 | 21,724 | 199,186 | 1 | 46.2 | 41.4 | 0 | 12.4 | AAPL:13.8%;BRK.B:15.4%;XLF:23.6%;MSFT:23.6%;VTI:23.6% | US:66.7;EU:14.7;APAC:6.3;EM:9.1;Other:3.3 | Value:-0.8;Growth:+0.5;Quality:+0.3;Size:-0.9;Momentum:+0.7;LowVol:-0.5 | NoMargin | 10 | 25 | 5 | trailing 8% | 152 | 18 | Volatile | 28 | 5.03 | 4 | 116 | -18 | 27 | 55 | false | Sell | Trim extended winner -1% | 33 | -35 | BrokerB | LMT | 99 | null | null | Normal monitoring | 41 | -30 | 131 | 4 | false | Tax-aware sells next window |
P0102 | Hands-off | IRA | USD | 2024-11-20 | 489,884 | 42,312 | 447,572 | 1 | 55.1 | 22.9 | 13.8 | 8.1 | AMZN:22.9%;IEF:14.6%;HYG:16.6%;TSLA:22.9%;QQQ:22.9% | US:73.8;EU:7.3;APAC:9.5;EM:7.0;Other:2.3 | Value:-0.3;Growth:-0.5;Quality:+0.8;Size:0.0;Momentum:+0.4;LowVol:+0.7 | ESGOnly | 10 | 35 | 3.7 | trailing 8% | 129 | 15.2 | Volatile | 31.9 | 4.69 | 2 | 132 | -56 | 32 | 80 | true | Rebalance | Rebalance back to target bands | 13 | -1 | BrokerA | MKT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -8 | -52 | -20 | 5 | false | Increase defensive factor exposure |
P0103 | Active | 401k | USD | 2025-03-13 | 513,535 | 41,265 | 472,270 | 1.18 | 61.9 | 26 | 5.4 | 6.8 | MUB:18.4%;TSLA:27.5%;MSFT:27.5%;VTI:26.6% | US:62.1;EU:22.1;APAC:8.6;EM:6.9;Other:0.3 | Value:-0.1;Growth:+0.1;Quality:-0.3;Size:+0.6;Momentum:+0.1;LowVol:+0.1 | null | 10 | 25 | 4.5 | hard 12% | 188 | 19 | Bull | 12.9 | 4.71 | 2.4 | 85 | 111 | 100 | 50 | false | Buy | Add to core equity +1% | 0 | -34 | BrokerA | MKT | 98 | null | null | Normal monitoring | 113 | -51 | 129 | 4 | false | Tighten stops on momentum names |
P0104 | Hands-off | IRA | USD | 2024-12-04 | 701,280 | 29,617 | 671,663 | 1 | 64.7 | 24.1 | 2.2 | 9.1 | IEF:20.5%;MSFT:11.7%;BND:20.5%;TLT:9.7%;HYG:17.3%;MUB:20.5% | US:62.6;EU:12.4;APAC:9.7;EM:12.7;Other:2.6 | Value:+0.2;Growth:+0.3;Quality:-0.4;Size:-1.0;Momentum:+0.5;LowVol:+0.3 | ESGOnly;NoDerivatives | 6 | 30 | 4.7 | trailing 8% | 154 | 18.6 | Sideways | 20.6 | 3.59 | 2.8 | 121 | 37 | 66 | 55 | false | NoAction | Within bands; monitor | -1 | -3 | BrokerB | LMT | 98 | null | null | Normal monitoring | 103 | -6 | 173 | 5 | false | Tax-aware sells next window |
P0105 | Cautious | Roth | USD | 2025-08-04 | 173,524 | 15,703 | 157,821 | 1 | 50.9 | 35.1 | 0 | 13.9 | MUB:23.1%;AMZN:14.2%;XLF:18.2%;TLT:23.1%;VNQ:21.4% | US:64.6;EU:11.3;APAC:13.4;EM:8.5;Other:2.1 | Value:+0.7;Growth:-0.7;Quality:+0.1;Size:+0.9;Momentum:+1.0;LowVol:+0.9 | ESGOnly;MaxPos8%;NoMargin | 7 | 30 | 4 | trailing 8% | 161 | 17.9 | Bull | 11.4 | 3.53 | 2.4 | 109 | 83 | 81 | 35 | false | Rebalance | Shift +1% to bonds from equity | 8 | 12 | BrokerB | LMT | 93 | null | null | Normal monitoring | -37 | -45 | -19 | 4 | false | Within IPS guidelines |
P0106 | Systematic | Roth | USD | 2024-08-21 | 703,636 | 46,214 | 657,422 | 1 | 60.7 | 26.3 | 6.2 | 6.7 | VOO:25.9%;VTI:22.7%;HYG:25.9%;AMZN:25.5% | US:71.1;EU:11.6;APAC:6.9;EM:6.2;Other:4.2 | Value:-0.1;Growth:-0.4;Quality:+0.9;Size:0.0;Momentum:+0.2;LowVol:+0.7 | null | 5 | 30 | 4.4 | hard 12% | 177 | 25.2 | Bull | 15.3 | 4.07 | 3.4 | 107 | 98 | 100 | 51 | false | Rebalance | Shift +1% to bonds from equity | -12 | -11 | BrokerB | VWAP | 92 | null | null | Normal monitoring | -57 | -41 | 37 | 5 | false | Monitor dispersion and breadth |
P0107 | Active | IRA | USD | 2025-11-28 | 1,019,136 | 113,884 | 905,252 | 1 | 55.5 | 24 | 11.4 | 9.2 | VTI:33.3%;MUB:33.3%;VNQ:33.3% | US:68.7;EU:10.3;APAC:11.3;EM:6.2;Other:3.4 | Value:-0.2;Growth:-1.0;Quality:+0.3;Size:+0.4;Momentum:+0.6;LowVol:+0.6 | MaxPos6%;NoDerivatives | 8 | 25 | 4.6 | trailing 9% | 210 | 25.7 | Volatile | 28 | 3.93 | 2.5 | 133 | 1 | 45 | 78 | true | Rebalance | Rebalance back to target bands | 0 | 5 | BrokerA | LMT | 87 | VAR>budget | TightenStops | Risk above budget threshold | 98 | -60 | 169 | 5 | false | Increase defensive factor exposure |
P0108 | Active | Roth | USD | 2025-08-28 | 733,587 | 48,527 | 685,060 | 1 | 59.2 | 20.3 | 13.4 | 7.1 | VOO:26.6%;HYG:26.6%;BND:20.1%;TSLA:26.6% | US:70.2;EU:5.3;APAC:11.7;EM:10.0;Other:2.8 | Value:-0.7;Growth:-0.4;Quality:+0.9;Size:-0.8;Momentum:+0.8;LowVol:-0.1 | null | 8 | 25 | 5.3 | trailing 9% | 126 | 26.3 | Bull | 11.4 | 4.46 | 3.3 | 116 | 16 | 44 | 45 | false | Rebalance | Shift +1% to bonds from equity | 16 | -18 | BrokerB | MKT | 98 | null | null | Normal monitoring | 11 | -6 | 91 | 5 | false | Tighten stops on momentum names |
P0109 | Active | IRA | USD | 2025-04-24 | 2,059,307 | 208,604 | 1,850,703 | 1 | 51 | 21 | 18.4 | 9.6 | BRK.B:17.4%;VNQ:11.2%;AAPL:21.3%;MSFT:19.5%;TLT:9.3%;IEF:21.3% | US:73.0;EU:12.2;APAC:8.7;EM:4.9;Other:1.3 | Value:-0.3;Growth:-0.2;Quality:-0.8;Size:+0.3;Momentum:-0.7;LowVol:+1.0 | NoDerivatives | 6 | 25 | 5.7 | trailing 9% | 122 | 17 | Volatile | 28.6 | 5.48 | 4 | 164 | 40 | 80 | 60 | false | Buy | Add to core equity +1% | 21 | -21 | BrokerC | MKT | 93 | null | null | Normal monitoring | -27 | -35 | 64 | 3 | false | Tighten stops on momentum names |
P0110 | Hands-off | IRA | USD | 2025-04-02 | 306,089 | 17,559 | 288,530 | 1 | 68.3 | 24 | 0 | 7.7 | VTI:22.5%;AAPL:18.1%;TLT:11.6%;VOO:11.5%;GLD:22.5%;VNQ:13.7% | US:71.2;EU:5.9;APAC:14.5;EM:5.9;Other:2.5 | Value:+0.5;Growth:-0.4;Quality:-1.0;Size:+0.9;Momentum:-0.8;LowVol:-0.3 | ESGOnly;MaxPos5%;NoDerivatives | 10 | 30 | 4.7 | trailing 8% | 107 | 18.8 | Bear | 30.1 | 3.31 | 1.8 | 141 | 24 | 57 | 87 | true | Rebalance | Rebalance back to target bands | 8 | -34 | BrokerA | LMT | 98 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 15 | -58 | 100 | 5 | false | Increase defensive factor exposure |
P0111 | Active | IRA | USD | 2025-03-28 | 934,824 | 63,387 | 871,437 | 1 | 58.1 | 19.6 | 13.1 | 9.1 | MSFT:26.5%;QQQ:27.6%;VOO:27.6%;IEF:18.3% | US:65.1;EU:15.1;APAC:6.0;EM:11.2;Other:2.5 | Value:-0.0;Growth:-0.8;Quality:-0.6;Size:+0.9;Momentum:-0.6;LowVol:-0.7 | MaxPos6%;NoDerivatives | 10 | 30 | 5 | trailing 9% | 182 | 18.8 | Bull | 11.3 | 4.47 | 2.3 | 103 | 40 | 84 | 35 | false | Rebalance | Shift +1% to bonds from equity | -15 | -35 | BrokerD | VWAP | 92 | null | null | Normal monitoring | -34 | -24 | 8 | 4 | false | Within IPS guidelines |
P0112 | Hands-off | IRA | USD | 2025-08-17 | 440,573 | 18,110 | 422,463 | 1 | 57.2 | 26.4 | 10.2 | 6.2 | QQQ:25.2%;BND:25.2%;BRK.B:24.4%;AAPL:25.2% | US:65.0;EU:19.4;APAC:7.4;EM:7.4;Other:0.8 | Value:0.0;Growth:-0.2;Quality:-0.0;Size:-0.7;Momentum:-1.0;LowVol:+0.9 | MaxPos5% | 8 | 30 | 5.2 | trailing 10% | 157 | 18.1 | Bear | 26 | 4.31 | 1.3 | 133 | -63 | 7 | 72 | true | Hedge | Buy index puts 1% notional | 9 | -4 | BrokerB | VWAP | 96 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -39 | -52 | -34 | 2 | false | Tax-aware sells next window |
P0113 | Active | IRA | USD | 2024-10-04 | 1,632,588 | 164,482 | 1,468,106 | 1 | 53.5 | 27.5 | 11.1 | 7.9 | BRK.B:22.9%;BND:16.9%;MUB:22.9%;HYG:22.9%;VTI:14.5% | US:63.2;EU:14.6;APAC:9.9;EM:8.5;Other:3.8 | Value:-0.2;Growth:-0.9;Quality:-0.0;Size:+0.3;Momentum:+0.2;LowVol:+0.1 | null | 7 | 35 | 5.2 | trailing 9% | 128 | 24.5 | Bull | 11.8 | 3.86 | 3.5 | 113 | 42 | 86 | 25 | false | Buy | Add to core equity +1% | 1 | 6 | BrokerA | MKT | 99 | null | null | Normal monitoring | 65 | -20 | 57 | 3 | false | Tighten stops on momentum names |
P0114 | Active | Roth | USD | 2024-12-14 | 1,478,283 | 159,217 | 1,319,066 | 1.18 | 55.1 | 30 | 6 | 8.8 | TSLA:8.3%;VTI:20.1%;IEF:16.1%;GLD:20.1%;VNQ:20.1%;XLF:15.2% | US:65.2;EU:9.8;APAC:9.7;EM:10.0;Other:5.4 | Value:+0.3;Growth:-0.8;Quality:+0.5;Size:-0.6;Momentum:+0.4;LowVol:-0.9 | MaxPos8% | 10 | 25 | 5.5 | trailing 9% | 149 | 23.3 | Bull | 14.9 | 3.67 | 3 | 83 | 72 | 96 | 43 | false | Sell | Trim extended winner -1% | -6 | -35 | BrokerB | LMT | 98 | null | null | Normal monitoring | 100 | -23 | 191 | 4 | false | Tighten stops on momentum names |
P0115 | Systematic | IRA | USD | 2025-04-15 | 1,717,764 | 167,829 | 1,549,935 | 1 | 56 | 30.3 | 7.2 | 6.5 | TSLA:12.3%;QQQ:20.2%;VOO:19.9%;MUB:20.9%;BRK.B:20.9%;HYG:5.7% | US:68.4;EU:13.4;APAC:5.0;EM:8.8;Other:4.4 | Value:-0.7;Growth:-0.0;Quality:+0.5;Size:+0.2;Momentum:-0.1;LowVol:-0.4 | MaxPos8% | 10 | 30 | 4.5 | trailing 8% | 230 | 27.3 | Bear | 30.1 | 3.18 | 1.2 | 191 | -68 | 5 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | -26 | BrokerA | LMT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -19 | -34 | 56 | 3 | true | Monitor dispersion and breadth |
P0116 | Hands-off | 401k | USD | 2025-01-15 | 425,057 | 40,210 | 384,847 | 1 | 63.5 | 24.9 | 4 | 7.6 | VOO:27.7%;BRK.B:27.7%;IEF:27.7%;MUB:17.0% | US:66.8;EU:13.8;APAC:12.9;EM:4.3;Other:2.1 | Value:-0.3;Growth:-0.4;Quality:+0.6;Size:+0.4;Momentum:-0.1;LowVol:-0.5 | null | 10 | 25 | 5.5 | trailing 10% | 154 | 13.2 | Bull | 11 | 4.94 | 2.5 | 82 | 16 | 43 | 47 | false | Rebalance | Shift +1% to bonds from equity | 19 | -11 | BrokerB | LMT | 86 | null | null | Normal monitoring | 94 | -40 | 222 | 4 | false | Tax-aware sells next window |
P0117 | Cautious | IRA | USD | 2025-01-21 | 593,485 | 77,071 | 516,414 | 1 | 41.6 | 30.3 | 12.1 | 16.1 | VNQ:8.6%;XLF:19.8%;TLT:21.5%;QQQ:21.5%;AMZN:14.4%;AAPL:14.2% | US:68.2;EU:13.6;APAC:11.3;EM:5.9;Other:1.1 | Value:+0.5;Growth:-0.5;Quality:+0.1;Size:+0.4;Momentum:-0.4;LowVol:-0.3 | MaxPos8%;NoMargin | 7 | 35 | 4.9 | trailing 10% | 102 | 13.8 | Bear | 30.4 | 3.44 | 1.2 | 190 | -93 | 5 | 63 | false | Rebalance | Shift +1% to bonds from equity | 17 | 4 | BrokerC | MKT | 96 | null | null | Normal monitoring | 40 | -2 | 50 | 5 | false | Tighten stops on momentum names |
P0118 | Cautious | Roth | USD | 2025-11-16 | 668,195 | 67,058 | 601,137 | 1 | 38 | 39.7 | 10.8 | 11.5 | AMZN:24.4%;BND:24.4%;AAPL:24.4%;BRK.B:18.3%;VTI:8.5% | US:74.7;EU:8.6;APAC:8.6;EM:6.4;Other:1.8 | Value:-0.8;Growth:-0.4;Quality:-1.0;Size:+0.2;Momentum:+0.4;LowVol:-0.7 | ESGOnly;NoMargin | 7 | 25 | 3.9 | trailing 10% | 145 | 16.3 | Bull | 16 | 4.22 | 2.6 | 76 | 75 | 83 | 25 | false | Rebalance | Shift +1% to bonds from equity | -13 | -7 | BrokerA | LMT | 95 | null | null | Normal monitoring | -6 | -26 | 86 | 5 | false | Increase defensive factor exposure |
P0119 | Opportunistic | 401k | USD | 2025-09-30 | 566,210 | 33,622 | 532,588 | 1 | 69.3 | 17.1 | 7.6 | 6.1 | VTI:21.8%;QQQ:22.9%;TSLA:22.9%;GLD:21.8%;IEF:10.6% | US:72.9;EU:9.8;APAC:9.4;EM:5.9;Other:2.1 | Value:-0.2;Growth:+0.7;Quality:+0.9;Size:-0.0;Momentum:-0.2;LowVol:-0.0 | null | 5 | 30 | 6.3 | hard 12% | 169 | 32.3 | Bull | 12.3 | 3.6 | 2.5 | 108 | 56 | 85 | 53 | false | Sell | Trim extended winner -1% | 12 | 6 | BrokerA | VWAP | 89 | null | null | Normal monitoring | -15 | -50 | 102 | 3 | false | Tax-aware sells next window |
P0120 | Systematic | Trust | USD | 2025-11-05 | 1,254,567 | 59,204 | 1,195,363 | 1 | 62 | 29.5 | 0 | 8.5 | VNQ:10.0%;TSLA:8.4%;HYG:22.6%;VOO:22.0%;IEF:14.5%;BRK.B:22.6% | US:59.8;EU:16.0;APAC:14.0;EM:10.1;Other:0.1 | Value:-0.3;Growth:-0.0;Quality:+1.0;Size:-0.7;Momentum:-0.6;LowVol:+0.2 | NoDerivatives | 6 | 30 | 5.5 | trailing 8% | 196 | 27.5 | Volatile | 22.2 | 5.16 | 2.7 | 131 | 65 | 82 | 70 | false | Buy | Add to core equity +1% | 23 | -19 | BrokerD | MKT | 97 | null | null | Normal monitoring | 97 | 9 | 75 | 3 | false | Tighten stops on momentum names |
P0121 | Systematic | IRA | USD | 2025-01-21 | 666,006 | 57,314 | 608,692 | 1 | 67.5 | 22.2 | 3.6 | 6.8 | IEF:25.0%;MUB:25.0%;MSFT:25.0%;BND:25.0% | US:63.4;EU:19.6;APAC:5.8;EM:7.5;Other:3.7 | Value:-1.0;Growth:-0.1;Quality:-0.9;Size:+0.5;Momentum:-0.1;LowVol:-0.4 | null | 7 | 30 | 5.1 | trailing 9% | 148 | 26 | Bear | 29.1 | 3.32 | 1.7 | 207 | -89 | 9 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -22 | BrokerC | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | 78 | -6 | 52 | 5 | false | Increase defensive factor exposure |
P0122 | Hands-off | Roth | USD | 2025-05-20 | 439,579 | 37,350 | 402,229 | 1 | 59.2 | 28.5 | 3.2 | 9.1 | XLF:27.6%;GLD:27.6%;BRK.B:17.3%;MUB:27.6% | US:58.8;EU:17.0;APAC:11.8;EM:10.2;Other:2.2 | Value:+0.4;Growth:+0.6;Quality:+0.6;Size:-0.9;Momentum:-0.0;LowVol:-0.4 | ESGOnly;NoDerivatives | 6 | 35 | 4.6 | hard 10% | 134 | 13.7 | Volatile | 25.6 | 4.2 | 3.1 | 174 | 58 | 93 | 68 | false | Rebalance | Shift +1% to bonds from equity | 18 | -34 | BrokerC | VWAP | 100 | null | null | Normal monitoring | -40 | -41 | 97 | 4 | false | Tighten stops on momentum names |
P0123 | Cautious | Trust | USD | 2025-11-09 | 790,347 | 120,427 | 669,920 | 1 | 37.1 | 30.9 | 21.7 | 10.3 | TLT:20.3%;MUB:22.7%;BRK.B:22.5%;VOO:18.6%;AMZN:15.9% | US:66.5;EU:17.3;APAC:4.9;EM:10.9;Other:0.4 | Value:-0.5;Growth:+0.5;Quality:+0.1;Size:+0.1;Momentum:+0.8;LowVol:+1.0 | ESGOnly;MaxPos8%;NoMargin | 10 | 25 | 4.9 | trailing 10% | 125 | 18 | Volatile | 32 | 5.21 | 2.2 | 124 | -39 | 41 | 62 | false | Rebalance | Shift +1% to bonds from equity | 5 | -36 | BrokerB | MKT | 92 | null | null | Normal monitoring | -50 | -39 | 50 | 3 | false | Within IPS guidelines |
P0124 | Cautious | Roth | USD | 2025-10-08 | 401,726 | 43,504 | 358,222 | 1 | 35.5 | 40.4 | 11.6 | 12.5 | BND:33.3%;VNQ:33.3%;QQQ:33.3% | US:56.3;EU:20.8;APAC:13.0;EM:9.2;Other:0.8 | Value:-0.2;Growth:-0.0;Quality:+0.5;Size:-0.4;Momentum:-0.0;LowVol:-0.3 | MaxPos7%;NoDerivatives;NoMargin | 7 | 35 | 3.8 | trailing 10% | 164 | 16.9 | Sideways | 16.7 | 4.09 | 2.3 | 123 | 31 | 59 | 41 | false | Rebalance | Shift +1% to bonds from equity | -4 | -36 | BrokerD | MKT | 88 | null | null | Normal monitoring | 108 | -53 | 178 | 3 | false | Tighten stops on momentum names |
P0125 | Hands-off | 401k | USD | 2025-12-18 | 802,552 | 61,801 | 740,751 | 1 | 66.9 | 27.5 | 0.2 | 5.4 | VOO:14.1%;MSFT:23.9%;QQQ:14.2%;TSLA:23.9%;MUB:23.9% | US:65.4;EU:14.0;APAC:8.2;EM:9.2;Other:3.2 | Value:-0.3;Growth:+0.2;Quality:-0.3;Size:+0.9;Momentum:0.0;LowVol:+0.9 | null | 7 | 35 | 3.9 | hard 10% | 151 | 13.7 | Volatile | 20.8 | 4.36 | 3.7 | 158 | 20 | 64 | 59 | false | Buy | Add to core equity +1% | -11 | 7 | BrokerD | MKT | 94 | null | null | Normal monitoring | -36 | -11 | 10 | 3 | false | Within IPS guidelines |
P0126 | Cautious | Taxable | USD | 2025-11-07 | 577,333 | 91,258 | 486,075 | 1 | 51.7 | 30.5 | 0.2 | 17.6 | AAPL:33.3%;BRK.B:33.3%;HYG:33.3% | US:69.4;EU:8.6;APAC:9.4;EM:7.7;Other:5.0 | Value:+0.3;Growth:-0.9;Quality:-0.8;Size:+0.4;Momentum:+0.9;LowVol:-0.2 | NoMargin | 5 | 35 | 3.3 | hard 10% | 150 | 14.9 | Volatile | 22.9 | 3.52 | 2.6 | 178 | 20 | 75 | 54 | false | Rebalance | Shift +1% to bonds from equity | 25 | -39 | BrokerA | LMT | 88 | null | null | Normal monitoring | 84 | -8 | 59 | 4 | false | Increase defensive factor exposure |
P0127 | Systematic | 401k | USD | 2025-04-20 | 1,135,153 | 77,706 | 1,057,447 | 1 | 59.3 | 28.1 | 5.6 | 7.1 | IEF:13.5%;BRK.B:11.1%;MUB:16.8%;TLT:16.3%;VTI:21.1%;TSLA:21.1% | US:71.9;EU:9.0;APAC:7.3;EM:5.8;Other:6.0 | Value:-0.7;Growth:+0.1;Quality:+0.1;Size:+0.5;Momentum:-0.5;LowVol:-0.3 | MaxPos6% | 5 | 30 | 5 | trailing 8% | 132 | 24.3 | Bear | 33.3 | 3.93 | 2.8 | 159 | -2 | 64 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 19 | -11 | BrokerA | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | -36 | -60 | 32 | 4 | false | Tighten stops on momentum names |
P0128 | Active | Roth | USD | 2024-10-23 | 796,119 | 86,759 | 709,360 | 1.07 | 65.3 | 24.3 | 0.9 | 9.5 | AMZN:25.0%;GLD:25.0%;QQQ:25.0%;VOO:25.0% | US:72.7;EU:6.8;APAC:7.3;EM:8.9;Other:4.4 | Value:-0.1;Growth:+0.7;Quality:-0.2;Size:-0.1;Momentum:-0.9;LowVol:-0.4 | NoDerivatives | 6 | 30 | 5.6 | trailing 9% | 222 | 19.2 | Bull | 11.8 | 4.44 | 3 | 87 | 87 | 88 | 38 | false | Rebalance | Shift +1% to bonds from equity | 25 | -8 | BrokerC | LMT | 92 | null | null | Normal monitoring | 5 | -20 | -14 | 4 | false | Tighten stops on momentum names |
P0129 | Cautious | Roth | USD | 2025-03-09 | 269,204 | 28,382 | 240,822 | 1 | 40.5 | 35.7 | 13.7 | 10.1 | VTI:23.1%;MSFT:25.6%;AMZN:25.6%;BND:25.6% | US:65.1;EU:7.7;APAC:12.9;EM:10.3;Other:4.0 | Value:+0.6;Growth:-0.5;Quality:+0.2;Size:-0.2;Momentum:-0.9;LowVol:-0.6 | NoMargin | 6 | 25 | 3.3 | trailing 8% | 167 | 17.3 | Volatile | 20.4 | 4.52 | 4.3 | 157 | -4 | 55 | 55 | false | Rebalance | Shift +1% to bonds from equity | 20 | -19 | BrokerC | VWAP | 93 | null | null | Normal monitoring | -52 | -3 | -27 | 4 | false | Increase defensive factor exposure |
P0130 | Systematic | 401k | USD | 2025-12-06 | 1,640,036 | 122,918 | 1,517,118 | 1 | 56.3 | 21.5 | 14.9 | 7.3 | GLD:22.0%;QQQ:22.0%;VNQ:20.0%;IEF:14.0%;HYG:22.0% | US:61.3;EU:17.3;APAC:10.8;EM:10.6;Other:0.0 | Value:+0.7;Growth:-0.0;Quality:+0.7;Size:+0.3;Momentum:+0.3;LowVol:+0.4 | MaxPos6%;NoDerivatives | 10 | 25 | 4.7 | trailing 9% | 153 | 24.8 | Bull | 16.4 | 4.56 | 2.1 | 100 | 40 | 74 | 47 | false | Rebalance | Shift +1% to bonds from equity | 26 | 11 | BrokerD | LMT | 89 | null | null | Normal monitoring | -24 | -10 | 81 | 3 | false | Tax-aware sells next window |
P0131 | Hands-off | Trust | USD | 2024-07-07 | 374,948 | 31,103 | 343,845 | 1 | 55.8 | 16.5 | 21.5 | 6.2 | BND:33.3%;HYG:33.3%;XLF:33.3% | US:62.4;EU:20.2;APAC:12.5;EM:4.4;Other:0.5 | Value:+0.7;Growth:+0.8;Quality:+0.7;Size:+0.9;Momentum:-0.3;LowVol:-0.2 | ESGOnly;MaxPos8% | 7 | 30 | 4.9 | trailing 10% | 109 | 13.9 | Sideways | 15.8 | 4.71 | 3.3 | 91 | 33 | 64 | 47 | false | Rebalance | Shift +1% to bonds from equity | 5 | 8 | BrokerC | LMT | 98 | null | null | Normal monitoring | -20 | -54 | -42 | 3 | false | Increase defensive factor exposure |
P0132 | Hands-off | Roth | USD | 2025-03-16 | 579,868 | 25,087 | 554,781 | 1 | 64.4 | 27.1 | 0.9 | 7.7 | MSFT:21.4%;TLT:13.1%;IEF:8.0%;GLD:21.8%;HYG:19.1%;QQQ:16.6% | US:68.6;EU:7.5;APAC:12.6;EM:7.3;Other:3.9 | Value:+0.2;Growth:+0.3;Quality:+0.5;Size:-0.3;Momentum:-0.6;LowVol:-0.6 | ESGOnly;MaxPos6% | 8 | 25 | 3.9 | trailing 10% | 119 | 18.9 | Bull | 13.2 | 4.55 | 3 | 110 | 113 | 100 | 45 | false | Rebalance | Shift +1% to bonds from equity | -2 | -14 | BrokerA | LMT | 100 | null | null | Normal monitoring | 62 | 14 | 77 | 4 | false | Tighten stops on momentum names |
P0133 | Opportunistic | IRA | USD | 2025-06-28 | 1,578,277 | 102,657 | 1,475,620 | 1 | 63.6 | 20.4 | 8.1 | 7.9 | VNQ:23.6%;IEF:23.6%;VOO:15.5%;BND:13.7%;TSLA:23.6% | US:62.4;EU:15.4;APAC:10.3;EM:8.7;Other:3.2 | Value:-0.1;Growth:-0.0;Quality:-0.3;Size:+0.5;Momentum:+0.8;LowVol:-0.6 | NoDerivatives | 10 | 35 | 6 | trailing 7% | 192 | 28.4 | Bull | 11.3 | 4.14 | 3.1 | 75 | 99 | 100 | 38 | false | Rebalance | Shift +1% to bonds from equity | 30 | 9 | BrokerC | MKT | 88 | null | null | Normal monitoring | 81 | 2 | 120 | 5 | false | Tighten stops on momentum names |
P0134 | Active | IRA | USD | 2024-11-05 | 781,228 | 80,714 | 700,514 | 1 | 64.8 | 26.9 | 0 | 8.3 | VTI:19.0%;HYG:21.3%;MSFT:8.8%;AAPL:8.2%;TLT:21.3%;VNQ:21.3% | US:62.7;EU:18.7;APAC:7.1;EM:11.1;Other:0.4 | Value:-0.4;Growth:-0.9;Quality:+0.2;Size:-0.6;Momentum:-0.1;LowVol:-0.2 | MaxPos7% | 5 | 25 | 4.2 | trailing 8% | 194 | 20.3 | Bull | 13 | 4.44 | 2 | 89 | 89 | 87 | 39 | false | Sell | Trim extended winner -1% | 15 | -3 | BrokerC | MKT | 100 | null | null | Normal monitoring | -16 | -17 | -54 | 5 | false | Increase defensive factor exposure |
P0135 | Active | IRA | USD | 2025-05-16 | 1,764,657 | 183,159 | 1,581,498 | 1.17 | 52.5 | 26.8 | 10.8 | 9.9 | MSFT:13.0%;GLD:8.7%;XLF:20.1%;MUB:20.1%;VTI:18.8%;TLT:19.4% | US:64.9;EU:11.2;APAC:9.3;EM:10.3;Other:4.3 | Value:+0.6;Growth:-0.6;Quality:-0.6;Size:-0.4;Momentum:+0.8;LowVol:-1.0 | null | 8 | 25 | 4.1 | trailing 9% | 227 | 19.7 | Sideways | 16.1 | 3.66 | 3 | 93 | 60 | 69 | 41 | false | Rebalance | Shift +1% to bonds from equity | 26 | -17 | BrokerC | LMT | 97 | null | null | Normal monitoring | 117 | -51 | 243 | 3 | false | Tax-aware sells next window |
P0136 | Systematic | Taxable | USD | 2024-12-04 | 692,797 | 47,171 | 645,626 | 1 | 65.7 | 25.5 | 0 | 8.8 | VNQ:21.7%;HYG:19.2%;AAPL:19.2%;MSFT:18.3%;VTI:21.7% | US:71.2;EU:14.8;APAC:6.1;EM:7.8;Other:0.1 | Value:-0.5;Growth:-0.4;Quality:-0.2;Size:-0.3;Momentum:-0.2;LowVol:0.0 | null | 5 | 35 | 5.8 | trailing 9% | 123 | 17.6 | Sideways | 18.3 | 4.24 | 2.7 | 91 | 49 | 86 | 49 | true | Rebalance | Rebalance back to target bands | 31 | 15 | BrokerA | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 69 | -21 | 136 | 5 | true | Monitor dispersion and breadth |
P0137 | Opportunistic | Taxable | USD | 2024-11-01 | 1,383,572 | 44,412 | 1,339,160 | 1 | 68.2 | 20.6 | 6.3 | 4.9 | TSLA:17.4%;BRK.B:22.9%;MSFT:22.9%;MUB:22.9%;AAPL:14.0% | US:62.1;EU:15.6;APAC:10.9;EM:7.8;Other:3.7 | Value:-0.3;Growth:-0.7;Quality:-0.8;Size:-0.5;Momentum:0.0;LowVol:-0.2 | MaxPos5% | 7 | 25 | 5.2 | hard 12% | 270 | 26.3 | Sideways | 16.4 | 3.77 | 2.6 | 118 | 16 | 49 | 59 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -16 | BrokerD | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -54 | 3 | 25 | 5 | false | Tax-aware sells next window |
P0138 | Cautious | 401k | USD | 2024-09-26 | 609,097 | 78,789 | 530,308 | 1 | 45 | 30.6 | 7.7 | 16.7 | XLF:12.0%;HYG:21.1%;MUB:11.5%;VOO:21.1%;VNQ:13.2%;TLT:21.1% | US:70.9;EU:9.2;APAC:7.9;EM:6.7;Other:5.3 | Value:-0.8;Growth:+0.4;Quality:-0.2;Size:+0.5;Momentum:-0.1;LowVol:-0.1 | NoMargin | 7 | 35 | 3.1 | trailing 10% | 156 | 16.2 | Volatile | 25.6 | 5.25 | 2.7 | 120 | 53 | 88 | 63 | false | Rebalance | Shift +1% to bonds from equity | -5 | -18 | BrokerD | MKT | 95 | null | null | Normal monitoring | 70 | 7 | 158 | 4 | false | Increase defensive factor exposure |
P0139 | Cautious | Trust | USD | 2025-05-08 | 828,803 | 87,153 | 741,650 | 1 | 38.8 | 34.9 | 9.7 | 16.6 | TSLA:16.3%;AAPL:14.3%;VNQ:7.8%;VOO:20.8%;BRK.B:19.5%;TLT:21.4% | US:63.1;EU:8.7;APAC:11.5;EM:13.2;Other:3.6 | Value:+0.9;Growth:-0.8;Quality:+0.3;Size:+0.5;Momentum:+0.8;LowVol:-0.5 | NoMargin | 5 | 30 | 4.9 | hard 10% | 114 | 16.7 | Sideways | 19.5 | 4.89 | 3.1 | 115 | 13 | 51 | 38 | false | Buy | Add to core equity +1% | -10 | -20 | BrokerD | MKT | 100 | null | null | Normal monitoring | -17 | -54 | 77 | 3 | false | Tighten stops on momentum names |
P0140 | Cautious | Trust | USD | 2025-03-06 | 495,457 | 70,621 | 424,836 | 1 | 51.2 | 38 | 0 | 10.7 | VNQ:14.7%;XLF:16.9%;AMZN:15.9%;QQQ:19.3%;MSFT:19.9%;BND:13.2% | US:59.9;EU:11.3;APAC:11.6;EM:13.6;Other:3.5 | Value:-0.8;Growth:+0.8;Quality:+0.1;Size:+0.8;Momentum:+0.6;LowVol:+0.3 | ESGOnly;NoMargin | 5 | 25 | 3.6 | trailing 8% | 100 | 14.1 | Bull | 17.8 | 4.34 | 2.4 | 117 | 82 | 86 | 37 | false | Buy | Add to core equity +1% | 27 | -26 | BrokerD | LMT | 91 | null | null | Normal monitoring | 50 | -39 | 136 | 5 | false | Increase defensive factor exposure |
P0141 | Cautious | Trust | USD | 2024-11-26 | 827,500 | 83,981 | 743,519 | 1 | 47.5 | 33.2 | 3.2 | 16 | TLT:15.3%;BND:19.8%;QQQ:16.1%;MSFT:11.3%;HYG:18.7%;VTI:18.8% | US:61.4;EU:15.3;APAC:11.2;EM:11.4;Other:0.7 | Value:-0.2;Growth:+0.9;Quality:-0.0;Size:+0.6;Momentum:+0.4;LowVol:-0.0 | NoDerivatives;NoMargin | 10 | 30 | 4.5 | trailing 8% | 154 | 15.1 | Sideways | 20.8 | 4.75 | 2.4 | 126 | 31 | 61 | 47 | true | Hedge | Buy index puts 1% notional | 13 | -27 | BrokerB | LMT | 89 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -44 | -36 | 96 | 2 | true | Tax-aware sells next window |
P0142 | Cautious | 401k | USD | 2025-04-17 | 831,962 | 98,531 | 733,431 | 1 | 45.3 | 32.8 | 8.5 | 13.3 | IEF:12.9%;VOO:15.2%;MSFT:24.1%;TLT:24.1%;BRK.B:23.8% | US:55.2;EU:12.9;APAC:14.8;EM:12.2;Other:5.0 | Value:+1.0;Growth:-0.3;Quality:-0.1;Size:+0.2;Momentum:-0.0;LowVol:+1.0 | NoMargin | 5 | 30 | 3.1 | trailing 10% | 142 | 17.5 | Bull | 16.8 | 4.86 | 2.4 | 107 | 32 | 70 | 37 | false | Rebalance | Shift +1% to bonds from equity | 0 | -38 | BrokerB | LMT | 85 | null | null | Normal monitoring | 97 | -41 | 112 | 5 | false | Within IPS guidelines |
P0143 | Opportunistic | 401k | USD | 2024-11-25 | 1,019,017 | 87,581 | 931,436 | 1 | 65 | 13.8 | 14.5 | 6.7 | VTI:17.4%;QQQ:16.4%;MUB:24.9%;BND:16.4%;VNQ:24.9% | US:67.6;EU:18.8;APAC:6.0;EM:7.5;Other:0.0 | Value:+0.6;Growth:-0.5;Quality:+0.7;Size:-0.1;Momentum:+1.0;LowVol:-1.0 | MaxPos8% | 6 | 25 | 5.4 | hard 12% | 197 | 21.2 | Volatile | 22.8 | 3.73 | 3.4 | 178 | 3 | 40 | 57 | false | Buy | Add to core equity +1% | 28 | -22 | BrokerC | MKT | 90 | null | null | Normal monitoring | 67 | 14 | 163 | 5 | false | Within IPS guidelines |
P0144 | Systematic | Roth | USD | 2025-07-26 | 1,611,428 | 145,633 | 1,465,795 | 1 | 65 | 27.8 | 0 | 7.2 | TSLA:26.2%;IEF:26.2%;VNQ:21.4%;VTI:26.2% | US:65.2;EU:9.6;APAC:9.0;EM:12.8;Other:3.4 | Value:+0.1;Growth:+0.8;Quality:+0.1;Size:-0.2;Momentum:-0.2;LowVol:+0.5 | null | 6 | 25 | 4.9 | hard 12% | 217 | 26.3 | Bull | 14.3 | 4.85 | 3.1 | 80 | 106 | 100 | 57 | false | Rebalance | Shift +1% to bonds from equity | 10 | -27 | BrokerB | MKT | 88 | null | null | Normal monitoring | 32 | -4 | 29 | 4 | false | Monitor dispersion and breadth |
P0145 | Active | 401k | USD | 2024-08-25 | 1,880,294 | 217,025 | 1,663,269 | 1 | 55.5 | 31.7 | 3.3 | 9.4 | XLF:13.3%;QQQ:11.9%;MUB:24.9%;VOO:24.9%;GLD:24.9% | US:71.6;EU:7.2;APAC:13.4;EM:6.5;Other:1.4 | Value:+0.5;Growth:+0.4;Quality:-0.4;Size:+0.1;Momentum:+0.4;LowVol:-0.7 | null | 6 | 35 | 4 | trailing 9% | 192 | 22.2 | Volatile | 24 | 3.75 | 3.7 | 148 | -48 | 16 | 64 | false | Hedge | Add TLT +1% as duration hedge | 22 | -12 | BrokerA | VWAP | 88 | null | null | Normal monitoring | 99 | -14 | 110 | 5 | false | Tax-aware sells next window |
P0146 | Opportunistic | Roth | USD | 2025-03-02 | 1,443,769 | 96,735 | 1,347,034 | 1.1 | 67.4 | 13.6 | 14.3 | 4.7 | IEF:13.6%;BND:21.0%;XLF:9.4%;HYG:17.0%;AMZN:18.0%;VNQ:21.0% | US:68.0;EU:13.2;APAC:9.5;EM:7.4;Other:1.9 | Value:-0.2;Growth:-0.6;Quality:0.0;Size:-0.5;Momentum:+0.5;LowVol:+0.6 | NoDerivatives | 10 | 30 | 5.3 | trailing 9% | 184 | 21.1 | Volatile | 24.1 | 5.24 | 3.5 | 155 | 16 | 58 | 63 | true | Hedge | Buy index puts 1% notional | 16 | -3 | BrokerD | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -6 | -18 | 40 | 3 | false | Tighten stops on momentum names |
P0147 | Active | Taxable | USD | 2025-08-16 | 776,640 | 83,363 | 693,277 | 1 | 67.9 | 21.5 | 0.7 | 9.9 | QQQ:11.3%;MSFT:22.3%;MUB:21.7%;AAPL:22.3%;XLF:22.3% | US:61.5;EU:8.9;APAC:15.8;EM:11.0;Other:2.9 | Value:-0.5;Growth:+0.7;Quality:-0.2;Size:-0.3;Momentum:+0.9;LowVol:+0.5 | null | 10 | 35 | 4.3 | hard 12% | 224 | 25 | Bear | 28.4 | 4.12 | 2.9 | 212 | -92 | 9 | 74 | true | Hedge | Buy index puts 1% notional | 31 | -26 | BrokerA | LMT | 98 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 25 | -42 | 31 | 5 | false | Tighten stops on momentum names |
P0148 | Active | Trust | USD | 2025-11-09 | 2,110,315 | 224,493 | 1,885,822 | 1 | 69 | 20.4 | 3.1 | 7.5 | QQQ:23.2%;AAPL:23.2%;VTI:16.4%;VNQ:13.9%;TLT:23.2% | US:66.1;EU:17.8;APAC:7.0;EM:7.1;Other:2.0 | Value:+0.8;Growth:-0.2;Quality:-0.4;Size:-0.6;Momentum:+0.8;LowVol:-0.4 | MaxPos5% | 8 | 30 | 4.3 | trailing 8% | 144 | 23.5 | Sideways | 18.8 | 4.3 | 2.4 | 136 | 24 | 77 | 67 | false | Hedge | Add TLT +1% as duration hedge | 13 | -1 | BrokerD | MKT | 97 | null | null | Normal monitoring | 106 | -30 | 176 | 3 | false | Monitor dispersion and breadth |
P0149 | Cautious | Roth | USD | 2025-08-31 | 235,377 | 26,613 | 208,764 | 1 | 43.5 | 32.8 | 9.7 | 14 | BND:34.2%;TLT:31.6%;XLF:34.2% | US:65.2;EU:10.7;APAC:16.4;EM:6.9;Other:0.9 | Value:-0.7;Growth:+0.6;Quality:-0.4;Size:+0.7;Momentum:-0.2;LowVol:+0.4 | NoMargin | 6 | 25 | 4.9 | trailing 8% | 134 | 19.2 | Bull | 11.5 | 4.95 | 2.7 | 86 | 95 | 100 | 20 | false | Sell | Trim extended winner -1% | -9 | -14 | BrokerC | VWAP | 100 | null | null | Normal monitoring | 18 | -30 | 105 | 5 | false | Increase defensive factor exposure |
P0150 | Systematic | Roth | USD | 2025-03-13 | 895,026 | 85,103 | 809,923 | 1 | 61.7 | 29.2 | 0 | 9.1 | TSLA:17.6%;MUB:27.5%;GLD:27.5%;VOO:27.5% | US:71.4;EU:12.4;APAC:9.6;EM:2.7;Other:3.8 | Value:-0.7;Growth:-0.2;Quality:-0.1;Size:-0.7;Momentum:+0.5;LowVol:+0.2 | MaxPos6% | 8 | 35 | 5.2 | trailing 9% | 135 | 21.9 | Volatile | 28.4 | 4.96 | 3.5 | 145 | 18 | 47 | 79 | true | Hedge | Buy index puts 1% notional | 10 | -28 | BrokerB | VWAP | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 87 | -33 | 127 | 4 | true | Monitor dispersion and breadth |
P0151 | Opportunistic | 401k | USD | 2025-12-12 | 924,521 | 78,319 | 846,202 | 1 | 71.5 | 14.5 | 7.2 | 6.8 | MUB:18.0%;HYG:18.5%;MSFT:12.6%;GLD:21.9%;IEF:19.2%;BND:9.9% | US:69.0;EU:12.2;APAC:5.0;EM:9.3;Other:4.5 | Value:+0.4;Growth:-0.7;Quality:+0.4;Size:-1.0;Momentum:+0.8;LowVol:-0.0 | null | 8 | 30 | 4.2 | trailing 7% | 257 | 23.6 | Bull | 12 | 4.62 | 3.1 | 108 | 35 | 69 | 44 | false | Rebalance | Shift +1% to bonds from equity | -5 | -25 | BrokerD | LMT | 85 | null | null | Normal monitoring | 85 | -13 | 50 | 4 | false | Tax-aware sells next window |
P0152 | Hands-off | Taxable | USD | 2025-05-26 | 251,138 | 23,647 | 227,491 | 1 | 66.1 | 19.6 | 8.8 | 5.5 | XLF:33.3%;BRK.B:33.3%;HYG:33.3% | US:68.7;EU:9.8;APAC:11.8;EM:7.6;Other:2.0 | Value:-0.7;Growth:-0.4;Quality:-0.6;Size:+0.9;Momentum:-0.0;LowVol:-0.1 | ESGOnly | 10 | 30 | 5.9 | hard 10% | 90 | 16.3 | Bull | 17.5 | 4.98 | 2.7 | 82 | 113 | 100 | 44 | false | Buy | Add to core equity +1% | 14 | -31 | BrokerB | MKT | 93 | null | null | Normal monitoring | 30 | 10 | 56 | 5 | false | Monitor dispersion and breadth |
P0153 | Opportunistic | IRA | USD | 2024-08-06 | 1,433,402 | 65,269 | 1,368,133 | 1 | 66.5 | 17.4 | 8.5 | 7.7 | BND:24.3%;VNQ:15.0%;MUB:17.7%;IEF:18.7%;AAPL:24.3% | US:58.1;EU:14.5;APAC:13.5;EM:10.0;Other:3.9 | Value:+0.1;Growth:0.0;Quality:+0.9;Size:+0.8;Momentum:+1.0;LowVol:-0.3 | null | 7 | 25 | 4.5 | hard 12% | 176 | 20.6 | Bull | 14 | 4.74 | 2.7 | 70 | 63 | 79 | 41 | false | Rebalance | Shift +1% to bonds from equity | -15 | -16 | BrokerB | LMT | 86 | null | null | Normal monitoring | -7 | -35 | 76 | 5 | false | Monitor dispersion and breadth |
P0154 | Hands-off | Taxable | USD | 2024-10-21 | 213,547 | 17,147 | 196,400 | 1 | 69.9 | 22.6 | 0 | 7.6 | HYG:26.7%;VOO:18.8%;TLT:14.3%;QQQ:13.5%;GLD:26.7% | US:54.5;EU:18.7;APAC:12.4;EM:11.5;Other:2.9 | Value:+0.1;Growth:0.0;Quality:+0.4;Size:-0.8;Momentum:-0.8;LowVol:+0.8 | null | 6 | 30 | 4.4 | hard 10% | 119 | 14.2 | Sideways | 17.9 | 4.74 | 2.8 | 134 | -24 | 39 | 50 | false | Rebalance | Shift +1% to bonds from equity | 4 | 10 | BrokerC | VWAP | 96 | null | null | Normal monitoring | -49 | -14 | 16 | 4 | false | Tighten stops on momentum names |
P0155 | Hands-off | Trust | USD | 2025-03-12 | 572,582 | 37,818 | 534,764 | 1 | 65 | 18 | 11.2 | 5.8 | GLD:30.5%;BND:34.8%;BRK.B:34.8% | US:71.3;EU:10.4;APAC:9.8;EM:8.1;Other:0.5 | Value:-0.6;Growth:+0.4;Quality:-0.0;Size:+0.7;Momentum:+0.3;LowVol:-0.5 | ESGOnly | 7 | 30 | 3.7 | hard 10% | 159 | 17.3 | Bear | 30.8 | 3.74 | 2.4 | 174 | -18 | 51 | 75 | true | Hedge | Buy index puts 1% notional | 13 | 2 | BrokerD | MKT | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -4 | -8 | 106 | 3 | true | Tighten stops on momentum names |
P0156 | Hands-off | 401k | USD | 2025-07-12 | 261,569 | 10,926 | 250,643 | 1 | 66.7 | 26.9 | 0 | 6.4 | VOO:21.4%;TSLA:14.3%;VNQ:21.4%;BRK.B:21.4%;MSFT:21.4% | US:63.6;EU:13.7;APAC:11.7;EM:9.2;Other:1.8 | Value:-0.8;Growth:-0.2;Quality:-0.5;Size:-0.0;Momentum:-0.5;LowVol:+0.3 | ESGOnly;MaxPos8% | 8 | 30 | 5.9 | trailing 8% | 102 | 13 | Volatile | 30.5 | 5.11 | 4.3 | 171 | 43 | 76 | 88 | true | Reduce | Cut high-beta by 2-3%, add cash | 24 | -13 | BrokerA | LMT | 89 | VAR>budget | Hedge | Risk above budget threshold | -56 | -52 | -84 | 2 | false | Tighten stops on momentum names |
P0157 | Hands-off | Roth | USD | 2024-09-22 | 747,563 | 46,420 | 701,143 | 1 | 60.8 | 26.7 | 7.3 | 5.2 | MUB:30.8%;GLD:30.8%;VTI:15.9%;XLF:22.4% | US:64.8;EU:15.4;APAC:11.4;EM:7.9;Other:0.5 | Value:-0.8;Growth:-0.4;Quality:+1.0;Size:+0.5;Momentum:+1.0;LowVol:+0.4 | MaxPos6% | 5 | 25 | 3.9 | hard 10% | 151 | 13.8 | Bull | 12.6 | 4.58 | 3.2 | 79 | 48 | 81 | 49 | false | Rebalance | Shift +1% to bonds from equity | -13 | -15 | BrokerA | MKT | 88 | null | null | Normal monitoring | 35 | -5 | 98 | 5 | false | Increase defensive factor exposure |
P0158 | Cautious | Taxable | USD | 2024-12-05 | 535,429 | 82,158 | 453,271 | 1 | 47.8 | 42 | 0 | 10.2 | VTI:19.5%;VOO:15.2%;BRK.B:15.6%;AMZN:13.1%;GLD:20.1%;TSLA:16.4% | US:62.8;EU:6.3;APAC:17.2;EM:8.3;Other:5.5 | Value:+0.9;Growth:+0.6;Quality:+0.5;Size:0.0;Momentum:-0.9;LowVol:+0.9 | NoMargin | 8 | 25 | 5.2 | hard 10% | 137 | 16.3 | Sideways | 19.1 | 4.19 | 3.4 | 105 | 28 | 53 | 52 | true | Hedge | Buy index puts 1% notional | 28 | -19 | BrokerB | LMT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 97 | 8 | 168 | 3 | false | Tighten stops on momentum names |
P0159 | Active | IRA | USD | 2025-12-25 | 2,133,402 | 134,916 | 1,998,486 | 1.22 | 66 | 22.5 | 2.8 | 8.8 | QQQ:19.0%;AAPL:12.0%;VNQ:23.9%;MUB:11.8%;BRK.B:23.9%;AMZN:9.4% | US:74.2;EU:7.8;APAC:9.7;EM:7.3;Other:0.9 | Value:0.0;Growth:-0.0;Quality:+0.4;Size:-0.8;Momentum:-0.0;LowVol:-0.7 | NoDerivatives | 6 | 35 | 5.2 | hard 12% | 225 | 27.8 | Bull | 11.4 | 3.86 | 3.4 | 92 | 27 | 75 | 52 | false | Rebalance | Shift +1% to bonds from equity | 13 | -7 | BrokerA | MKT | 100 | null | null | Normal monitoring | 88 | -8 | 155 | 3 | false | Tighten stops on momentum names |
P0160 | Opportunistic | 401k | USD | 2025-11-12 | 1,106,242 | 41,196 | 1,065,046 | 1 | 71.2 | 20 | 0 | 8.8 | MUB:21.8%;VOO:9.0%;TSLA:24.3%;AAPL:24.3%;IEF:20.7% | US:63.7;EU:11.6;APAC:13.9;EM:7.2;Other:3.6 | Value:-0.7;Growth:-0.5;Quality:-0.2;Size:-0.3;Momentum:-0.5;LowVol:-0.7 | MaxPos5% | 7 | 25 | 6.7 | trailing 9% | 160 | 22 | Volatile | 23.4 | 3.72 | 3.3 | 176 | 72 | 81 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -1 | BrokerB | LMT | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 43 | -59 | 123 | 5 | false | Within IPS guidelines |
P0161 | Hands-off | Trust | USD | 2024-08-14 | 516,527 | 28,581 | 487,946 | 1 | 57.1 | 23 | 12.6 | 7.3 | VTI:13.6%;VNQ:22.3%;TSLA:20.3%;VOO:21.6%;BRK.B:22.3% | US:66.0;EU:17.4;APAC:10.8;EM:4.3;Other:1.5 | Value:-0.4;Growth:-0.9;Quality:+0.3;Size:-0.4;Momentum:-0.0;LowVol:+0.3 | MaxPos8% | 6 | 35 | 5.1 | hard 10% | 111 | 14.9 | Bull | 16.7 | 4.3 | 2.8 | 101 | 50 | 83 | 48 | true | Rebalance | Rebalance back to target bands | 3 | -31 | BrokerA | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -23 | 13 | 40 | 3 | false | Tax-aware sells next window |
P0162 | Active | IRA | USD | 2025-04-25 | 1,579,192 | 137,790 | 1,441,402 | 1.16 | 51 | 19.3 | 23.9 | 5.8 | AMZN:21.7%;XLF:21.9%;VOO:21.7%;MSFT:12.7%;BRK.B:21.9% | US:56.6;EU:18.8;APAC:11.3;EM:8.9;Other:4.3 | Value:+0.9;Growth:-0.2;Quality:-0.5;Size:+0.1;Momentum:+0.1;LowVol:-0.6 | null | 8 | 25 | 5.7 | hard 12% | 198 | 22.2 | Volatile | 21.7 | 5.32 | 4.4 | 133 | 26 | 68 | 56 | false | Rebalance | Shift +1% to bonds from equity | 11 | 2 | BrokerA | MKT | 86 | null | null | Normal monitoring | 17 | -59 | -19 | 3 | false | Tax-aware sells next window |
P0163 | Hands-off | IRA | USD | 2025-01-13 | 750,624 | 47,695 | 702,929 | 1 | 66 | 29.1 | 0 | 4.9 | BND:13.1%;QQQ:13.5%;GLD:25.4%;XLF:22.7%;TLT:25.4% | US:59.9;EU:17.9;APAC:13.3;EM:6.3;Other:2.6 | Value:+0.3;Growth:0.0;Quality:-0.3;Size:+0.5;Momentum:-0.9;LowVol:-0.8 | null | 6 | 35 | 4.7 | trailing 8% | 128 | 15.9 | Bull | 12.3 | 4.64 | 3.4 | 97 | 106 | 100 | 52 | false | Hedge | Add TLT +1% as duration hedge | 14 | -39 | BrokerB | MKT | 99 | null | null | Normal monitoring | 50 | 4 | 14 | 5 | false | Increase defensive factor exposure |
P0164 | Systematic | 401k | USD | 2024-12-27 | 1,173,770 | 111,676 | 1,062,094 | 1 | 66.9 | 22.3 | 5.7 | 5.1 | BND:33.3%;IEF:33.3%;VNQ:33.3% | US:70.6;EU:8.4;APAC:7.5;EM:11.8;Other:1.7 | Value:-0.3;Growth:-0.8;Quality:-0.5;Size:0.0;Momentum:-0.0;LowVol:-0.8 | null | 6 | 30 | 5.2 | trailing 9% | 189 | 25.7 | Bull | 12 | 3.87 | 2.9 | 74 | 43 | 82 | 39 | false | Buy | Add to core equity +1% | 30 | -4 | BrokerB | LMT | 87 | null | null | Normal monitoring | 81 | -53 | 162 | 3 | false | Tax-aware sells next window |
P0165 | Cautious | Taxable | USD | 2024-11-07 | 719,846 | 68,146 | 651,700 | 1 | 41.1 | 37.1 | 9.7 | 12 | TLT:24.7%;GLD:24.7%;BRK.B:16.2%;XLF:9.9%;BND:24.7% | US:73.8;EU:14.5;APAC:4.9;EM:4.0;Other:2.8 | Value:-0.8;Growth:+0.6;Quality:-0.4;Size:+0.8;Momentum:+0.2;LowVol:-0.1 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 3 | trailing 8% | 90 | 17.1 | Bull | 11.8 | 3.78 | 2.3 | 101 | 107 | 100 | 31 | false | Buy | Add to core equity +1% | 1 | -4 | BrokerD | VWAP | 91 | null | null | Normal monitoring | 35 | -21 | 56 | 4 | false | Increase defensive factor exposure |
P0166 | Systematic | Taxable | USD | 2025-03-05 | 553,973 | 42,463 | 511,510 | 1 | 66.8 | 24.8 | 0 | 8.4 | XLF:13.1%;QQQ:8.8%;IEF:20.5%;VOO:20.5%;BRK.B:16.7%;AAPL:20.5% | US:64.1;EU:17.3;APAC:9.2;EM:4.6;Other:4.7 | Value:+0.1;Growth:-0.8;Quality:-0.9;Size:-0.5;Momentum:+1.0;LowVol:+0.4 | NoDerivatives | 7 | 25 | 5.3 | trailing 9% | 123 | 20.3 | Bull | 15.9 | 4.62 | 2.5 | 109 | 84 | 95 | 60 | false | Buy | Add to core equity +1% | 23 | -5 | BrokerC | MKT | 89 | null | null | Normal monitoring | 67 | 0 | 123 | 3 | false | Tax-aware sells next window |
P0167 | Opportunistic | 401k | USD | 2025-11-12 | 1,464,526 | 126,594 | 1,337,932 | 1 | 71.1 | 20.8 | 0 | 8 | MSFT:13.2%;AMZN:28.9%;IEF:28.9%;BRK.B:28.9% | US:66.5;EU:16.8;APAC:8.2;EM:8.0;Other:0.6 | Value:-0.9;Growth:-0.7;Quality:+0.7;Size:+0.8;Momentum:+0.6;LowVol:+0.6 | MaxPos7% | 6 | 35 | 4.6 | trailing 7% | 169 | 21.9 | Bull | 11.5 | 3.54 | 2.9 | 120 | 110 | 100 | 38 | true | Hedge | Buy index puts 1% notional | 19 | -27 | BrokerB | MKT | 93 | VAR>budget | Hedge | Risk above budget threshold | 35 | -28 | 139 | 5 | false | Increase defensive factor exposure |
P0168 | Opportunistic | IRA | USD | 2025-08-29 | 998,002 | 64,953 | 933,049 | 1 | 63.8 | 12 | 18.5 | 5.7 | AAPL:21.2%;XLF:23.1%;BND:23.1%;AMZN:9.5%;HYG:23.1% | US:66.8;EU:14.3;APAC:13.8;EM:3.8;Other:1.2 | Value:-0.6;Growth:-0.3;Quality:-0.1;Size:-0.7;Momentum:-0.9;LowVol:+1.0 | null | 6 | 35 | 5 | trailing 7% | 171 | 34.9 | Bear | 22.1 | 4.1 | 1.9 | 185 | -5 | 40 | 58 | false | Rebalance | Shift +1% to bonds from equity | -2 | -39 | BrokerD | LMT | 100 | null | null | Normal monitoring | 96 | 11 | 144 | 3 | false | Tighten stops on momentum names |
P0169 | Active | 401k | USD | 2025-11-30 | 2,368,088 | 156,961 | 2,211,127 | 1 | 56.8 | 30.3 | 3.3 | 9.6 | BRK.B:21.9%;TLT:26.8%;TSLA:26.8%;AAPL:24.5% | US:61.3;EU:17.5;APAC:8.3;EM:10.6;Other:2.4 | Value:+0.2;Growth:-0.1;Quality:+1.0;Size:-0.5;Momentum:+0.8;LowVol:-0.5 | MaxPos5% | 8 | 25 | 4.8 | trailing 9% | 154 | 26.7 | Volatile | 21.5 | 5.14 | 3 | 122 | -18 | 49 | 61 | false | Sell | Trim extended winner -1% | 24 | -12 | BrokerD | MKT | 93 | null | null | Normal monitoring | 7 | -29 | 7 | 3 | false | Increase defensive factor exposure |
P0170 | Systematic | Taxable | USD | 2025-09-02 | 1,186,448 | 61,373 | 1,125,075 | 1 | 63.4 | 27.8 | 0 | 8.9 | HYG:33.3%;BND:33.3%;AAPL:33.3% | US:60.6;EU:15.7;APAC:9.5;EM:11.4;Other:2.9 | Value:+0.6;Growth:-0.9;Quality:-0.8;Size:-0.6;Momentum:+0.9;LowVol:+0.4 | null | 8 | 25 | 4.1 | hard 12% | 196 | 23.4 | Bull | 13.2 | 4.16 | 2.3 | 110 | 79 | 76 | 47 | false | Rebalance | Shift +1% to bonds from equity | 7 | -35 | BrokerC | LMT | 88 | null | null | Normal monitoring | 59 | 7 | 36 | 3 | false | Increase defensive factor exposure |
P0171 | Active | Taxable | USD | 2025-11-07 | 553,415 | 63,190 | 490,225 | 1.15 | 63.1 | 24 | 3.4 | 9.5 | AMZN:17.6%;TSLA:17.1%;BND:7.9%;IEF:16.1%;HYG:20.7%;MUB:20.7% | US:75.1;EU:7.3;APAC:9.0;EM:5.4;Other:3.2 | Value:+0.6;Growth:+0.6;Quality:+1.0;Size:+0.6;Momentum:-0.8;LowVol:+0.1 | null | 5 | 30 | 5.1 | trailing 8% | 181 | 26.2 | Volatile | 27.8 | 4.11 | 4.3 | 173 | 58 | 72 | 79 | true | Hedge | Buy index puts 1% notional | 8 | -37 | BrokerA | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | 98 | -4 | 232 | 5 | false | Tighten stops on momentum names |
P0172 | Active | Trust | USD | 2025-09-12 | 1,221,703 | 136,814 | 1,084,889 | 1 | 61.6 | 28.1 | 4.6 | 5.7 | TLT:21.0%;VNQ:8.8%;VTI:19.5%;HYG:20.3%;MUB:9.5%;XLF:21.0% | US:62.6;EU:18.7;APAC:9.7;EM:4.5;Other:4.5 | Value:+0.8;Growth:-0.7;Quality:0.0;Size:-0.0;Momentum:+0.3;LowVol:-0.1 | null | 8 | 35 | 4.8 | trailing 9% | 184 | 25.8 | Bull | 15.7 | 3.84 | 3.1 | 114 | 47 | 78 | 42 | false | Rebalance | Shift +1% to bonds from equity | 25 | 10 | BrokerC | LMT | 96 | null | null | Normal monitoring | -22 | -16 | 68 | 3 | false | Within IPS guidelines |
P0173 | Hands-off | IRA | USD | 2025-07-20 | 204,200 | 11,981 | 192,219 | 1 | 55.9 | 17.8 | 20.5 | 5.7 | MUB:10.3%;VNQ:9.3%;GLD:19.8%;HYG:20.8%;TLT:19.0%;VOO:20.8% | US:72.0;EU:12.8;APAC:9.8;EM:4.7;Other:0.6 | Value:-0.6;Growth:-0.1;Quality:-0.8;Size:-0.9;Momentum:-0.0;LowVol:+0.1 | MaxPos7% | 5 | 35 | 3.2 | hard 10% | 150 | 18.2 | Bull | 12.7 | 4.82 | 2.8 | 93 | 35 | 69 | 31 | false | Rebalance | Shift +1% to bonds from equity | 8 | -5 | BrokerC | VWAP | 96 | null | null | Normal monitoring | -18 | -23 | -2 | 4 | false | Tax-aware sells next window |
P0174 | Cautious | Taxable | USD | 2025-01-07 | 802,179 | 72,754 | 729,425 | 1 | 52.8 | 37 | 0 | 10.2 | HYG:33.3%;QQQ:33.3%;TSLA:33.3% | US:56.9;EU:17.4;APAC:10.4;EM:10.4;Other:4.9 | Value:+0.1;Growth:+0.6;Quality:-0.1;Size:+0.1;Momentum:-0.9;LowVol:-0.2 | NoMargin | 8 | 30 | 4.8 | hard 10% | 105 | 17.8 | Bear | 22.7 | 3.03 | 1.1 | 150 | -118 | 6 | 60 | false | Rebalance | Shift +1% to bonds from equity | 19 | -6 | BrokerD | VWAP | 89 | null | null | Normal monitoring | 100 | -54 | 210 | 4 | false | Monitor dispersion and breadth |
P0175 | Opportunistic | Taxable | USD | 2024-12-18 | 690,693 | 23,409 | 667,284 | 1 | 69.1 | 18.7 | 7.7 | 4.5 | VNQ:23.8%;BRK.B:13.9%;MSFT:21.9%;TSLA:16.5%;VTI:23.8% | US:68.0;EU:13.1;APAC:8.5;EM:7.6;Other:2.8 | Value:-0.2;Growth:+0.3;Quality:+0.8;Size:+0.2;Momentum:-0.9;LowVol:-0.2 | null | 10 | 30 | 4.5 | hard 12% | 244 | 21 | Bear | 29.5 | 4.07 | 1.6 | 203 | -48 | 29 | 70 | false | Rebalance | Shift +1% to bonds from equity | 7 | -30 | BrokerD | VWAP | 87 | null | null | Normal monitoring | 63 | -24 | 91 | 4 | false | Tax-aware sells next window |
P0176 | Systematic | Taxable | USD | 2025-10-08 | 1,474,110 | 79,442 | 1,394,668 | 1 | 64.3 | 24.1 | 6.3 | 5.2 | MUB:33.3%;HYG:33.3%;AAPL:33.3% | US:64.0;EU:17.5;APAC:7.0;EM:8.9;Other:2.6 | Value:-0.0;Growth:+0.7;Quality:-0.3;Size:-0.5;Momentum:-0.2;LowVol:+0.9 | NoDerivatives | 6 | 30 | 4.3 | trailing 9% | 184 | 16.1 | Sideways | 21.6 | 4.23 | 2.4 | 107 | 8 | 52 | 66 | true | Hedge | Buy index puts 1% notional | 26 | -18 | BrokerC | VWAP | 87 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -32 | -44 | 89 | 4 | false | Within IPS guidelines |
P0177 | Cautious | Roth | USD | 2025-08-28 | 794,841 | 108,342 | 686,499 | 1 | 44.9 | 41 | 0 | 14.1 | VNQ:9.7%;XLF:20.0%;HYG:18.8%;GLD:10.7%;VTI:20.4%;IEF:20.4% | US:62.5;EU:13.9;APAC:11.5;EM:8.4;Other:3.7 | Value:+1.0;Growth:+0.3;Quality:-0.1;Size:-0.9;Momentum:+0.7;LowVol:-0.9 | ESGOnly;MaxPos5%;NoMargin | 8 | 35 | 4.9 | hard 10% | 93 | 19.2 | Sideways | 17.9 | 4.59 | 3.2 | 116 | 29 | 63 | 51 | true | Rebalance | Rebalance back to target bands | 20 | 3 | BrokerB | MKT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 52 | 6 | 113 | 2 | false | Increase defensive factor exposure |
P0178 | Active | Taxable | USD | 2024-08-31 | 1,602,346 | 105,256 | 1,497,090 | 1.1 | 58.4 | 21.8 | 14.6 | 5.2 | BRK.B:9.9%;TLT:22.2%;MSFT:21.1%;HYG:11.2%;BND:22.2%;VNQ:13.4% | US:68.4;EU:17.8;APAC:9.0;EM:4.5;Other:0.4 | Value:+0.5;Growth:-0.1;Quality:+0.7;Size:+0.7;Momentum:-0.9;LowVol:+0.6 | MaxPos6% | 7 | 35 | 4.9 | trailing 8% | 188 | 22.6 | Sideways | 17.5 | 4.21 | 3.1 | 99 | -7 | 41 | 46 | false | Rebalance | Shift +1% to bonds from equity | 14 | -6 | BrokerA | VWAP | 86 | null | null | Normal monitoring | 12 | -3 | -1 | 3 | false | Monitor dispersion and breadth |
P0179 | Hands-off | Trust | USD | 2025-05-15 | 727,465 | 64,275 | 663,190 | 1 | 70.3 | 24.3 | 0 | 5.3 | TSLA:22.4%;BND:21.6%;AAPL:22.5%;AMZN:10.9%;MSFT:22.5% | US:73.2;EU:7.6;APAC:8.2;EM:7.5;Other:3.5 | Value:+0.9;Growth:0.0;Quality:+0.5;Size:-0.3;Momentum:-0.0;LowVol:+0.4 | ESGOnly;MaxPos5%;NoDerivatives | 5 | 30 | 4.5 | hard 10% | 146 | 19.5 | Volatile | 30.9 | 5.17 | 2.7 | 111 | 79 | 92 | 74 | true | Hedge | Buy index puts 1% notional | 12 | -7 | BrokerC | VWAP | 94 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 21 | -40 | -10 | 4 | false | Within IPS guidelines |
P0180 | Hands-off | Trust | USD | 2025-09-28 | 701,152 | 39,677 | 661,475 | 1 | 59.7 | 27.5 | 5.1 | 7.7 | TLT:9.7%;GLD:20.0%;BRK.B:14.2%;VOO:20.6%;HYG:17.9%;IEF:17.5% | US:56.5;EU:15.5;APAC:12.6;EM:10.9;Other:4.5 | Value:+0.5;Growth:-0.4;Quality:+0.2;Size:+0.8;Momentum:+0.2;LowVol:-0.3 | null | 5 | 30 | 5.7 | trailing 10% | 111 | 13.2 | Volatile | 21.9 | 3.95 | 2.3 | 172 | -15 | 30 | 68 | false | Rebalance | Shift +1% to bonds from equity | -6 | -22 | BrokerC | MKT | 93 | null | null | Normal monitoring | 22 | -59 | 114 | 5 | false | Tax-aware sells next window |
P0181 | Hands-off | 401k | USD | 2025-05-28 | 756,725 | 34,513 | 722,212 | 1 | 67.8 | 23.5 | 0 | 8.7 | XLF:27.5%;VNQ:28.6%;IEF:28.6%;HYG:15.4% | US:61.5;EU:20.2;APAC:13.0;EM:4.2;Other:1.0 | Value:-1.0;Growth:-0.0;Quality:-0.9;Size:+0.1;Momentum:-0.9;LowVol:+0.5 | ESGOnly;MaxPos6% | 6 | 25 | 4 | trailing 8% | 150 | 16.3 | Bull | 14.9 | 3.65 | 3.5 | 72 | 86 | 97 | 40 | false | NoAction | Within bands; monitor | 2 | 6 | BrokerC | LMT | 100 | null | null | Normal monitoring | 15 | 20 | 104 | 4 | false | Increase defensive factor exposure |
P0182 | Cautious | IRA | USD | 2025-07-02 | 639,386 | 97,608 | 541,778 | 1 | 39.3 | 40.3 | 7.1 | 13.4 | TSLA:33.3%;BND:33.3%;QQQ:33.3% | US:65.4;EU:15.2;APAC:11.3;EM:6.2;Other:1.9 | Value:+0.7;Growth:+0.8;Quality:+0.2;Size:+0.2;Momentum:-0.4;LowVol:-1.0 | ESGOnly;NoMargin | 8 | 30 | 4.2 | trailing 10% | 102 | 15.2 | Bear | 31.5 | 4.45 | 1.8 | 178 | -68 | 19 | 64 | false | NoAction | Within bands; monitor | -1 | -20 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 7 | -14 | 126 | 4 | false | Tighten stops on momentum names |
P0183 | Hands-off | Taxable | USD | 2025-01-01 | 889,301 | 71,169 | 818,132 | 1 | 60.6 | 17 | 13.6 | 8.8 | BRK.B:33.4%;VNQ:33.4%;MSFT:33.2% | US:60.1;EU:17.4;APAC:9.1;EM:10.4;Other:3.0 | Value:+0.9;Growth:-0.5;Quality:+0.4;Size:-0.3;Momentum:-0.7;LowVol:+1.0 | null | 7 | 25 | 5.3 | trailing 8% | 118 | 16.7 | Bear | 27.5 | 3.59 | 2 | 171 | -75 | 5 | 70 | false | NoAction | Within bands; monitor | 34 | -24 | BrokerD | LMT | 86 | null | null | Normal monitoring | -42 | -4 | -19 | 4 | false | Tighten stops on momentum names |
P0184 | Opportunistic | 401k | USD | 2025-08-04 | 1,452,901 | 60,985 | 1,391,916 | 1 | 76.2 | 11.8 | 7.6 | 4.3 | VOO:25.0%;MSFT:25.0%;VTI:25.0%;TLT:25.0% | US:69.4;EU:8.8;APAC:6.7;EM:10.5;Other:4.6 | Value:+0.3;Growth:-0.1;Quality:+0.9;Size:-0.5;Momentum:0.0;LowVol:-1.0 | null | 7 | 25 | 4.3 | trailing 9% | 213 | 27.5 | Volatile | 21.6 | 4.89 | 4.1 | 156 | 19 | 58 | 68 | false | Hedge | Add TLT +1% as duration hedge | -13 | -28 | BrokerA | LMT | 99 | null | null | Normal monitoring | -37 | 13 | 6 | 4 | false | Within IPS guidelines |
P0185 | Active | Taxable | USD | 2024-11-06 | 1,035,481 | 121,382 | 914,099 | 1 | 57.3 | 19.8 | 17.4 | 5.5 | VOO:13.4%;HYG:23.0%;QQQ:18.8%;IEF:21.7%;BRK.B:23.0% | US:66.0;EU:14.6;APAC:7.8;EM:7.4;Other:4.2 | Value:-1.0;Growth:+0.7;Quality:+0.3;Size:+0.6;Momentum:-1.0;LowVol:+0.5 | MaxPos6%;NoDerivatives | 5 | 30 | 4.3 | trailing 9% | 128 | 25.8 | Bull | 13.3 | 4.62 | 3.3 | 106 | 37 | 77 | 42 | false | NoAction | Within bands; monitor | -7 | 3 | BrokerA | LMT | 90 | null | null | Normal monitoring | -58 | -18 | 10 | 4 | false | Within IPS guidelines |
P0186 | Hands-off | IRA | USD | 2025-02-26 | 484,423 | 43,006 | 441,417 | 1 | 59.3 | 23.7 | 11.5 | 5.4 | TSLA:21.2%;VNQ:19.0%;VTI:16.9%;XLF:21.2%;IEF:7.1%;TLT:14.6% | US:66.2;EU:6.1;APAC:12.6;EM:10.2;Other:5.0 | Value:+0.9;Growth:-0.4;Quality:-0.9;Size:+0.8;Momentum:0.0;LowVol:-0.0 | MaxPos8% | 10 | 35 | 3.4 | hard 10% | 145 | 19.6 | Sideways | 19.7 | 4.77 | 2.6 | 126 | 1 | 63 | 52 | true | Hedge | Buy index puts 1% notional | -6 | -30 | BrokerC | MKT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 76 | -40 | 190 | 2 | false | Increase defensive factor exposure |
P0187 | Systematic | 401k | USD | 2025-06-05 | 1,607,278 | 155,695 | 1,451,583 | 1 | 62.1 | 30 | 0 | 7.9 | BRK.B:22.8%;VOO:22.8%;MUB:14.4%;MSFT:22.8%;GLD:17.3% | US:60.7;EU:18.6;APAC:10.6;EM:5.6;Other:4.4 | Value:+0.2;Growth:+0.2;Quality:+1.0;Size:-0.5;Momentum:+1.0;LowVol:-0.6 | NoDerivatives | 8 | 35 | 4.3 | hard 12% | 158 | 18.6 | Bear | 22.8 | 3.35 | 2.2 | 208 | -62 | 10 | 67 | false | Rebalance | Shift +1% to bonds from equity | -6 | -6 | BrokerD | LMT | 98 | null | null | Normal monitoring | 71 | -51 | 164 | 5 | false | Monitor dispersion and breadth |
P0188 | Hands-off | IRA | USD | 2025-09-14 | 866,499 | 61,131 | 805,368 | 1 | 67.4 | 26.8 | 0 | 5.8 | VTI:16.7%;VOO:22.3%;TLT:16.6%;BRK.B:10.7%;MUB:22.3%;IEF:11.3% | US:64.4;EU:14.0;APAC:12.9;EM:5.1;Other:3.7 | Value:+0.5;Growth:-0.0;Quality:+0.8;Size:-0.9;Momentum:-0.0;LowVol:-0.6 | ESGOnly | 5 | 35 | 5.2 | trailing 8% | 116 | 12.6 | Volatile | 20.9 | 4.66 | 2.9 | 115 | 44 | 63 | 53 | false | Rebalance | Shift +1% to bonds from equity | -12 | -34 | BrokerA | MKT | 90 | null | null | Normal monitoring | 63 | -29 | 71 | 4 | false | Tighten stops on momentum names |
P0189 | Active | Taxable | USD | 2025-09-19 | 2,350,983 | 240,956 | 2,110,027 | 1 | 55.3 | 28 | 7.3 | 9.5 | VTI:33.3%;GLD:33.3%;TLT:33.3% | US:61.9;EU:20.2;APAC:6.2;EM:7.6;Other:4.1 | Value:-0.2;Growth:-0.7;Quality:-0.9;Size:+0.3;Momentum:+0.8;LowVol:+0.6 | MaxPos7% | 7 | 35 | 5.6 | trailing 9% | 166 | 22.9 | Bear | 35 | 3.49 | 1.3 | 134 | -119 | 5 | 91 | true | Hedge | Buy index puts 1% notional | 2 | 0 | BrokerB | MKT | 86 | VAR>budget | Reduce | Risk above budget threshold | 111 | -26 | 168 | 4 | true | Tax-aware sells next window |
P0190 | Cautious | IRA | USD | 2025-09-18 | 156,893 | 22,783 | 134,110 | 1 | 40.7 | 32.7 | 8.6 | 18 | VOO:33.6%;XLF:32.9%;AMZN:33.6% | US:61.5;EU:20.9;APAC:12.5;EM:4.9;Other:0.2 | Value:+0.5;Growth:-0.4;Quality:+0.1;Size:+0.9;Momentum:+0.1;LowVol:+0.1 | ESGOnly;NoMargin | 6 | 25 | 3.9 | trailing 8% | 112 | 18.5 | Volatile | 24.7 | 3.69 | 2.9 | 120 | -13 | 33 | 49 | false | Buy | Add to core equity +1% | 26 | -36 | BrokerA | MKT | 95 | null | null | Normal monitoring | -16 | -41 | 52 | 4 | false | Tax-aware sells next window |
P0191 | Opportunistic | Trust | USD | 2025-01-03 | 844,156 | 39,177 | 804,979 | 1 | 61.5 | 21.4 | 12.2 | 5 | AMZN:18.4%;BRK.B:24.0%;TSLA:9.7%;IEF:24.0%;VTI:24.0% | US:64.9;EU:10.8;APAC:15.2;EM:6.5;Other:2.7 | Value:+0.1;Growth:+0.9;Quality:-0.2;Size:-0.7;Momentum:0.0;LowVol:-0.1 | null | 6 | 35 | 6 | trailing 9% | 216 | 26.9 | Sideways | 14.7 | 3.65 | 2.4 | 90 | -21 | 46 | 55 | true | Hedge | Buy index puts 1% notional | 26 | 11 | BrokerA | LMT | 94 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 57 | -2 | 172 | 2 | false | Increase defensive factor exposure |
P0192 | Cautious | 401k | USD | 2025-04-09 | 352,963 | 55,743 | 297,220 | 1 | 47.4 | 41.5 | 0 | 11.1 | TSLA:33.3%;TLT:33.3%;AAPL:33.3% | US:74.0;EU:6.8;APAC:13.6;EM:3.5;Other:2.2 | Value:+0.7;Growth:-0.5;Quality:-0.3;Size:+0.8;Momentum:-0.4;LowVol:-1.0 | NoMargin | 6 | 30 | 4.6 | hard 10% | 140 | 18.5 | Bull | 15.6 | 4.8 | 2.6 | 92 | 102 | 95 | 36 | true | Hedge | Buy index puts 1% notional | 28 | -30 | BrokerB | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -59 | -29 | 72 | 4 | false | Tighten stops on momentum names |
P0193 | Systematic | Trust | USD | 2024-07-11 | 1,921,390 | 156,450 | 1,764,940 | 1 | 63.3 | 31.6 | 0 | 5.1 | VOO:22.8%;QQQ:22.8%;IEF:22.8%;TSLA:21.6%;BRK.B:9.9% | US:71.6;EU:13.1;APAC:8.9;EM:3.9;Other:2.6 | Value:+0.3;Growth:+0.1;Quality:-0.9;Size:-0.4;Momentum:-0.5;LowVol:-0.2 | null | 10 | 35 | 4.2 | trailing 8% | 127 | 26.4 | Volatile | 26.5 | 4.65 | 3.5 | 150 | -31 | 46 | 65 | false | Sell | Trim extended winner -1% | 10 | -32 | BrokerC | MKT | 96 | null | null | Normal monitoring | 11 | -57 | -21 | 3 | false | Tax-aware sells next window |
P0194 | Active | Taxable | USD | 2025-10-03 | 873,636 | 77,196 | 796,440 | 1 | 64.2 | 19.1 | 7.5 | 9.1 | BRK.B:29.2%;AMZN:29.2%;XLF:29.2%;QQQ:12.3% | US:57.5;EU:21.4;APAC:12.3;EM:5.3;Other:3.5 | Value:-0.6;Growth:+0.6;Quality:+0.1;Size:+0.4;Momentum:+0.6;LowVol:-0.2 | null | 10 | 30 | 5.5 | trailing 9% | 152 | 22.5 | Bull | 16.3 | 4.01 | 3 | 87 | 68 | 89 | 53 | false | Buy | Add to core equity +1% | -7 | -17 | BrokerC | LMT | 89 | null | null | Normal monitoring | 62 | -8 | 35 | 4 | false | Monitor dispersion and breadth |
P0195 | Active | Trust | USD | 2025-04-01 | 2,430,907 | 250,310 | 2,180,597 | 1 | 62.7 | 24.4 | 4.8 | 8.1 | MUB:23.2%;GLD:21.5%;TLT:23.2%;MSFT:23.2%;AAPL:8.9% | US:64.8;EU:8.8;APAC:14.1;EM:10.7;Other:1.7 | Value:-0.4;Growth:-0.8;Quality:-0.8;Size:-0.1;Momentum:+0.6;LowVol:+0.3 | null | 8 | 35 | 4.2 | trailing 9% | 181 | 17 | Volatile | 26.9 | 4.14 | 3.5 | 155 | 21 | 53 | 76 | true | Hedge | Buy index puts 1% notional | -9 | 7 | BrokerA | VWAP | 91 | VAR>budget | Reduce | Risk above budget threshold | -37 | -38 | 81 | 5 | true | Tighten stops on momentum names |
P0196 | Active | Trust | USD | 2025-07-09 | 916,199 | 91,005 | 825,194 | 1.24 | 61.4 | 30 | 0 | 8.6 | XLF:33.3%;TLT:33.3%;MSFT:33.3% | US:59.3;EU:21.2;APAC:12.0;EM:7.4;Other:0.2 | Value:+1.0;Growth:+0.3;Quality:-0.9;Size:-0.7;Momentum:+0.5;LowVol:-0.6 | NoDerivatives | 8 | 35 | 5.6 | trailing 8% | 225 | 20.5 | Bull | 13.5 | 4.3 | 3.2 | 82 | 70 | 81 | 51 | false | Sell | Trim extended winner -1% | 5 | 15 | BrokerC | LMT | 90 | null | null | Normal monitoring | -34 | -23 | 73 | 3 | false | Monitor dispersion and breadth |
P0197 | Cautious | Taxable | USD | 2024-09-01 | 646,617 | 67,494 | 579,123 | 1 | 47.4 | 33.4 | 7.3 | 11.9 | QQQ:33.3%;TLT:33.3%;BRK.B:33.3% | US:70.6;EU:5.3;APAC:12.8;EM:7.3;Other:4.0 | Value:+1.0;Growth:-0.4;Quality:+0.5;Size:+0.1;Momentum:+0.8;LowVol:-0.7 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 6 | 25 | 3.3 | trailing 8% | 135 | 14.7 | Bull | 11.5 | 3.79 | 2.5 | 95 | 24 | 49 | 24 | false | Hedge | Add TLT +1% as duration hedge | -12 | -25 | BrokerD | MKT | 96 | null | null | Normal monitoring | 30 | 10 | 75 | 5 | false | Increase defensive factor exposure |
P0198 | Cautious | Taxable | USD | 2024-09-17 | 777,995 | 106,705 | 671,290 | 1 | 51.4 | 38.6 | 0 | 10 | AMZN:19.1%;BND:22.1%;GLD:22.1%;VOO:14.6%;TLT:22.1% | US:63.7;EU:12.6;APAC:14.3;EM:9.1;Other:0.3 | Value:+0.9;Growth:+0.9;Quality:-0.6;Size:-0.2;Momentum:+0.5;LowVol:-0.8 | NoMargin | 5 | 35 | 4.5 | hard 10% | 106 | 14.9 | Bear | 23.7 | 3.58 | 1.8 | 186 | -90 | 20 | 48 | false | Rebalance | Shift +1% to bonds from equity | 9 | -34 | BrokerA | MKT | 90 | null | null | Normal monitoring | -59 | -8 | -75 | 5 | false | Within IPS guidelines |
P0199 | Systematic | Taxable | USD | 2024-09-15 | 1,125,368 | 80,707 | 1,044,661 | 1 | 60.7 | 31.5 | 2.4 | 5.4 | XLF:22.8%;VOO:22.8%;MSFT:12.9%;BND:22.8%;AMZN:18.7% | US:57.2;EU:17.7;APAC:15.3;EM:8.1;Other:1.8 | Value:+0.4;Growth:-0.9;Quality:+0.1;Size:+0.5;Momentum:-1.0;LowVol:+0.7 | MaxPos7%;NoDerivatives | 10 | 30 | 5.4 | trailing 8% | 189 | 24.4 | Sideways | 18 | 4.67 | 2.1 | 133 | 29 | 77 | 54 | true | Hedge | Buy index puts 1% notional | 14 | 9 | BrokerD | MKT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 69 | -26 | 94 | 5 | false | Tax-aware sells next window |
P0200 | Opportunistic | IRA | USD | 2025-04-01 | 1,059,710 | 76,424 | 983,286 | 1 | 75.6 | 13.8 | 4.1 | 6.5 | GLD:19.7%;VNQ:11.6%;XLF:13.6%;QQQ:18.2%;BRK.B:17.5%;TLT:19.4% | US:74.7;EU:8.2;APAC:6.2;EM:8.2;Other:2.7 | Value:+0.7;Growth:+1.0;Quality:+0.5;Size:+0.5;Momentum:+0.6;LowVol:-0.5 | null | 6 | 30 | 5.5 | hard 12% | 168 | 25.5 | Volatile | 21.5 | 4.7 | 3.8 | 152 | 74 | 84 | 60 | false | Buy | Add to core equity +1% | -11 | 11 | BrokerD | LMT | 93 | null | null | Normal monitoring | 76 | -38 | 160 | 5 | false | Increase defensive factor exposure |
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