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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1001 | Active | IRA | USD | 2024-12-14 | 1,677,253 | 112,628 | 1,564,625 | 1 | 68.9 | 20.5 | 3.2 | 7.3 | TLT:14.2%;GLD:23.4%;HYG:23.4%;VTI:15.6%;VOO:23.4% | US:64.5;EU:16.0;APAC:5.8;EM:8.8;Other:4.9 | Value:-0.3;Growth:-0.3;Quality:-0.8;Size:+0.5;Momentum:+0.2;LowVol:-0.4 | MaxPos5% | 6 | 35 | 5.1 | trailing 8% | 173 | 18.2 | Volatile | 20.4 | 4.71 | 2.8 | 153 | -11 | 43 | 53 | false | Rebalance | Shift +1% to bonds from equity | 23 | 1 | BrokerA | MKT | 92 | null | null | Normal monitoring | 92 | -53 | 64 | 3 | false | Within IPS guidelines |
P1002 | Hands-off | Taxable | USD | 2024-09-02 | 582,974 | 40,957 | 542,017 | 1 | 64.7 | 26.7 | 0 | 8.6 | GLD:27.9%;VTI:16.4%;XLF:27.9%;MSFT:27.9% | US:59.9;EU:13.2;APAC:14.3;EM:11.5;Other:1.1 | Value:+0.8;Growth:+0.5;Quality:+0.8;Size:+0.2;Momentum:+0.2;LowVol:+0.7 | NoDerivatives | 6 | 35 | 5 | trailing 8% | 160 | 15.2 | Volatile | 30.4 | 3.58 | 2.6 | 160 | 8 | 49 | 80 | true | Hedge | Buy index puts 1% notional | -13 | -38 | BrokerB | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 97 | -30 | 216 | 3 | true | Tax-aware sells next window |
P1003 | Opportunistic | 401k | USD | 2024-09-18 | 368,043 | 29,766 | 338,277 | 1 | 72.1 | 12.7 | 8.6 | 6.7 | BRK.B:20.8%;XLF:12.9%;VTI:20.8%;VNQ:17.4%;TSLA:10.9%;MUB:17.3% | US:75.3;EU:11.4;APAC:5.6;EM:3.5;Other:4.1 | Value:+0.6;Growth:+0.6;Quality:+0.1;Size:-0.2;Momentum:+0.4;LowVol:-0.0 | MaxPos7%;NoDerivatives | 8 | 30 | 5.8 | trailing 7% | 256 | 24.8 | Bear | 23.6 | 3.56 | 1.2 | 148 | -30 | 27 | 79 | true | Hedge | Buy index puts 1% notional | 25 | -20 | BrokerC | MKT | 92 | VAR>budget | Hedge | Risk above budget threshold | 23 | -37 | 12 | 4 | false | Tax-aware sells next window |
P1004 | Cautious | IRA | USD | 2024-09-02 | 600,740 | 56,473 | 544,267 | 1 | 38.6 | 31.8 | 16.1 | 13.5 | TSLA:23.0%;MUB:7.8%;AAPL:23.0%;AMZN:23.0%;BRK.B:23.0% | US:69.2;EU:17.9;APAC:6.0;EM:3.0;Other:3.9 | Value:0.0;Growth:+0.6;Quality:-0.4;Size:+0.5;Momentum:-0.9;LowVol:-0.7 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 10 | 30 | 5 | hard 10% | 150 | 17.3 | Bull | 15.9 | 3.89 | 2.4 | 110 | 71 | 98 | 36 | false | NoAction | Within bands; monitor | 12 | 0 | BrokerD | MKT | 0 | null | null | Normal monitoring | 105 | -26 | 135 | 5 | false | Monitor dispersion and breadth |
P1005 | Systematic | 401k | USD | 2024-08-09 | 1,269,955 | 81,798 | 1,188,157 | 1 | 63.5 | 29.4 | 1.6 | 5.5 | VNQ:33.3%;BRK.B:33.3%;VOO:33.3% | US:66.5;EU:12.7;APAC:15.4;EM:4.9;Other:0.5 | Value:-0.1;Growth:+0.8;Quality:-0.6;Size:-0.4;Momentum:+0.3;LowVol:-0.4 | MaxPos7%;NoDerivatives | 5 | 35 | 4.9 | hard 12% | 179 | 25.9 | Volatile | 24.8 | 3.71 | 3.6 | 120 | -51 | 24 | 66 | false | Buy | Add to core equity +1% | 6 | 13 | BrokerA | VWAP | 88 | null | null | Normal monitoring | -38 | -53 | -7 | 4 | false | Within IPS guidelines |
P1006 | Cautious | 401k | USD | 2025-09-30 | 800,764 | 89,337 | 711,427 | 1 | 46.4 | 36.4 | 4.9 | 12.3 | TSLA:10.5%;AMZN:24.2%;IEF:17.8%;BND:24.2%;MUB:23.3% | US:65.7;EU:15.2;APAC:8.2;EM:7.4;Other:3.4 | Value:+0.7;Growth:-0.5;Quality:+0.8;Size:+0.4;Momentum:-0.2;LowVol:-0.4 | ESGOnly;NoMargin | 5 | 25 | 3.5 | hard 10% | 160 | 12.4 | Bear | 23.7 | 3.05 | 2.8 | 162 | 29 | 78 | 48 | false | Rebalance | Shift +1% to bonds from equity | 10 | -6 | BrokerC | MKT | 88 | null | null | Normal monitoring | -34 | 0 | -22 | 3 | false | Increase defensive factor exposure |
P1007 | Systematic | Roth | USD | 2025-02-02 | 489,215 | 29,167 | 460,048 | 1 | 63.3 | 31.2 | 0 | 5.6 | XLF:24.8%;TLT:12.1%;MSFT:13.4%;HYG:24.8%;BND:24.8% | US:62.1;EU:15.4;APAC:10.4;EM:9.1;Other:3.0 | Value:-0.7;Growth:0.0;Quality:+0.6;Size:-1.0;Momentum:+1.0;LowVol:-0.1 | null | 5 | 25 | 5.5 | hard 12% | 230 | 16.4 | Sideways | 18.7 | 3.65 | 2.9 | 117 | 58 | 87 | 57 | false | Rebalance | Shift +1% to bonds from equity | -8 | -32 | BrokerB | MKT | 95 | null | null | Normal monitoring | -45 | -13 | 76 | 5 | false | Increase defensive factor exposure |
P1008 | Cautious | 401k | USD | 2025-01-07 | 497,161 | 40,677 | 456,484 | 1 | 42.1 | 43 | 1.9 | 13 | QQQ:26.3%;MSFT:26.3%;MUB:26.3%;GLD:21.0% | US:64.9;EU:17.3;APAC:7.1;EM:7.9;Other:2.8 | Value:+0.9;Growth:+0.7;Quality:+0.7;Size:-0.4;Momentum:+0.5;LowVol:-0.1 | MaxPos6%;NoMargin | 5 | 25 | 4.5 | hard 10% | 139 | 12.4 | Volatile | 26.4 | 4.04 | 2.3 | 112 | -6 | 46 | 63 | false | Rebalance | Shift +1% to bonds from equity | 25 | 7 | BrokerC | LMT | 87 | null | null | Normal monitoring | -37 | -57 | -74 | 5 | false | Tax-aware sells next window |
P1009 | Active | IRA | USD | 2025-01-14 | 2,043,187 | 159,156 | 1,884,031 | 1.11 | 66.8 | 19.2 | 7.4 | 6.6 | TLT:29.0%;AMZN:23.1%;XLF:29.0%;AAPL:19.0% | US:66.2;EU:10.5;APAC:15.4;EM:3.8;Other:4.2 | Value:+0.2;Growth:-0.9;Quality:+1.0;Size:+0.6;Momentum:-0.4;LowVol:+0.2 | MaxPos5% | 8 | 30 | 4.7 | trailing 9% | 155 | 18.3 | Bull | 16.7 | 4.72 | 3.1 | 92 | 18 | 64 | 56 | false | Buy | Add to core equity +1% | 20 | -8 | BrokerA | MKT | 92 | null | null | Normal monitoring | -3 | -54 | 27 | 3 | false | Tax-aware sells next window |
P1010 | Opportunistic | IRA | USD | 2024-07-17 | 1,022,821 | 83,953 | 938,868 | 1 | 76.7 | 15 | 0 | 8.3 | IEF:33.3%;TSLA:33.3%;XLF:33.3% | US:62.6;EU:13.3;APAC:10.6;EM:9.2;Other:4.3 | Value:-0.8;Growth:-0.6;Quality:-0.2;Size:+0.1;Momentum:+0.5;LowVol:+0.6 | MaxPos8% | 10 | 30 | 4.4 | hard 12% | 225 | 27.2 | Volatile | 30.2 | 5.28 | 2 | 161 | -23 | 40 | 79 | true | Rebalance | Rebalance back to target bands | -2 | 8 | BrokerB | LMT | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -18 | -15 | 76 | 3 | false | Monitor dispersion and breadth |
P1011 | Active | IRA | USD | 2025-11-14 | 1,140,619 | 130,079 | 1,010,540 | 1 | 65.1 | 19 | 7.5 | 8.4 | VTI:20.5%;AAPL:12.5%;GLD:16.5%;HYG:11.8%;BRK.B:19.9%;MUB:18.7% | US:55.7;EU:20.1;APAC:7.9;EM:11.0;Other:5.3 | Value:-0.2;Growth:+0.9;Quality:-0.8;Size:+0.5;Momentum:-0.1;LowVol:+0.9 | null | 10 | 35 | 5.5 | trailing 8% | 193 | 16.2 | Bear | 26.8 | 4.36 | 1.4 | 189 | -68 | 9 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 22 | 7 | BrokerD | MKT | 85 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 11 | -21 | 138 | 5 | false | Monitor dispersion and breadth |
P1012 | Hands-off | Taxable | USD | 2024-11-25 | 594,349 | 47,601 | 546,748 | 1 | 71.4 | 19.2 | 0 | 9.4 | TLT:25.9%;VOO:25.0%;AAPL:23.2%;TSLA:25.9% | US:67.8;EU:12.9;APAC:6.9;EM:10.3;Other:2.2 | Value:+0.2;Growth:-0.5;Quality:-0.5;Size:+0.2;Momentum:-0.2;LowVol:+0.1 | null | 7 | 25 | 6 | hard 10% | 150 | 16.4 | Sideways | 14.1 | 3.93 | 2.2 | 111 | 23 | 57 | 45 | false | Buy | Add to core equity +1% | 24 | -14 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 116 | -45 | 122 | 5 | false | Increase defensive factor exposure |
P1013 | Hands-off | Trust | USD | 2025-06-15 | 594,572 | 55,601 | 538,971 | 1 | 57.6 | 20.1 | 17.1 | 5.1 | TLT:33.3%;MUB:33.3%;HYG:33.3% | US:61.6;EU:13.3;APAC:10.7;EM:10.4;Other:4.0 | Value:-0.9;Growth:+0.6;Quality:-0.3;Size:+0.7;Momentum:+0.9;LowVol:+0.2 | ESGOnly | 7 | 35 | 4.4 | trailing 8% | 90 | 19.8 | Sideways | 16.2 | 4.83 | 2.3 | 93 | -3 | 57 | 47 | false | Buy | Add to core equity +1% | 23 | -18 | BrokerD | MKT | 98 | null | null | Normal monitoring | 4 | -45 | 126 | 4 | false | Increase defensive factor exposure |
P1014 | Opportunistic | Trust | USD | 2025-01-27 | 782,701 | 66,233 | 716,468 | 1 | 61.9 | 10.9 | 21.5 | 5.7 | QQQ:20.8%;TLT:16.6%;BND:15.2%;AAPL:18.1%;VOO:20.8%;BRK.B:8.5% | US:66.2;EU:10.0;APAC:13.9;EM:5.6;Other:4.2 | Value:-0.7;Growth:-0.4;Quality:+0.5;Size:-0.2;Momentum:0.0;LowVol:-0.7 | MaxPos7%;NoDerivatives | 8 | 25 | 4.2 | hard 12% | 166 | 28.7 | Volatile | 25.3 | 3.71 | 4.2 | 166 | -51 | 9 | 77 | true | Hedge | Buy index puts 1% notional | -12 | -25 | BrokerB | LMT | 85 | RegimeShift | Pause | Volatility spike and breadth deterioration | 50 | -5 | 158 | 4 | false | Tax-aware sells next window |
P1015 | Active | Roth | USD | 2025-03-10 | 2,222,495 | 196,480 | 2,026,015 | 1 | 59.7 | 21.6 | 9.7 | 9 | VOO:23.5%;AAPL:23.5%;MSFT:23.5%;VTI:19.2%;BND:10.2% | US:69.3;EU:20.6;APAC:5.9;EM:3.2;Other:1.0 | Value:-1.0;Growth:-0.7;Quality:-0.3;Size:-0.8;Momentum:+0.1;LowVol:-0.6 | MaxPos5% | 10 | 30 | 5.6 | trailing 8% | 130 | 18.7 | Sideways | 20 | 4.62 | 2.3 | 114 | 27 | 70 | 57 | false | Rebalance | Shift +1% to bonds from equity | 14 | -38 | BrokerA | MKT | 99 | null | null | Normal monitoring | 115 | -57 | 224 | 4 | false | Tax-aware sells next window |
P1016 | Hands-off | IRA | USD | 2025-05-08 | 645,533 | 46,191 | 599,342 | 1 | 72.2 | 17.5 | 0.4 | 9.9 | VNQ:27.5%;AAPL:27.5%;QQQ:27.5%;MSFT:17.6% | US:71.9;EU:14.4;APAC:6.2;EM:4.0;Other:3.4 | Value:+0.6;Growth:-0.2;Quality:-0.1;Size:+0.4;Momentum:+1.0;LowVol:+1.0 | ESGOnly;MaxPos6% | 5 | 25 | 5 | hard 10% | 156 | 15.3 | Bull | 11.2 | 4.57 | 2.4 | 80 | 31 | 74 | 52 | false | Rebalance | Shift +1% to bonds from equity | 34 | -1 | BrokerC | LMT | 85 | null | null | Normal monitoring | 17 | -25 | 57 | 3 | false | Tighten stops on momentum names |
P1017 | Active | Trust | USD | 2025-07-31 | 2,286,806 | 246,021 | 2,040,785 | 1 | 59.9 | 20.5 | 14.2 | 5.5 | HYG:33.3%;GLD:33.3%;TSLA:33.3% | US:67.1;EU:17.1;APAC:6.4;EM:6.5;Other:2.8 | Value:-0.8;Growth:-0.4;Quality:+1.0;Size:+0.5;Momentum:+0.4;LowVol:+0.6 | null | 6 | 30 | 4.1 | trailing 8% | 146 | 24.7 | Volatile | 21.6 | 4.31 | 4.2 | 162 | 20 | 64 | 68 | false | Rebalance | Shift +1% to bonds from equity | 12 | 11 | BrokerA | MKT | 94 | null | null | Normal monitoring | 106 | 15 | 243 | 3 | false | Monitor dispersion and breadth |
P1018 | Systematic | Trust | USD | 2025-12-26 | 1,208,256 | 100,159 | 1,108,097 | 1 | 58.8 | 20.7 | 13.4 | 7 | IEF:21.8%;XLF:18.5%;VOO:21.8%;BRK.B:16.2%;VTI:21.8% | US:68.7;EU:9.5;APAC:11.7;EM:7.8;Other:2.2 | Value:+0.6;Growth:+0.3;Quality:-0.3;Size:+0.4;Momentum:+0.6;LowVol:-0.1 | NoDerivatives | 7 | 35 | 5.6 | trailing 8% | 196 | 18.4 | Bull | 16.4 | 3.95 | 2.8 | 105 | 111 | 100 | 42 | false | Rebalance | Shift +1% to bonds from equity | 9 | -28 | BrokerD | MKT | 92 | null | null | Normal monitoring | -3 | -37 | 63 | 3 | false | Monitor dispersion and breadth |
P1019 | Systematic | Roth | USD | 2025-09-25 | 941,957 | 54,609 | 887,348 | 1 | 64 | 25.5 | 1.3 | 9.3 | MUB:14.7%;MSFT:20.8%;VOO:18.2%;TLT:13.8%;GLD:20.8%;QQQ:11.7% | US:68.4;EU:13.1;APAC:12.7;EM:4.0;Other:1.9 | Value:-0.2;Growth:-0.5;Quality:+0.3;Size:+0.9;Momentum:+0.2;LowVol:+1.0 | MaxPos6% | 5 | 35 | 4.1 | trailing 9% | 180 | 27.3 | Volatile | 20.7 | 4.13 | 2.3 | 112 | -21 | 36 | 50 | false | Buy | Add to core equity +1% | 9 | -33 | BrokerD | LMT | 95 | null | null | Normal monitoring | 87 | -5 | 115 | 3 | false | Monitor dispersion and breadth |
P1020 | Systematic | Trust | USD | 2024-07-20 | 589,300 | 45,057 | 544,243 | 1 | 64.2 | 24.8 | 4.4 | 6.6 | VNQ:19.1%;VTI:13.7%;MUB:14.0%;MSFT:19.5%;GLD:13.5%;BND:20.2% | US:68.1;EU:10.1;APAC:7.7;EM:8.9;Other:5.2 | Value:+0.5;Growth:-0.3;Quality:+0.6;Size:-0.5;Momentum:-0.3;LowVol:-0.5 | MaxPos5%;NoDerivatives | 10 | 25 | 5.8 | trailing 8% | 188 | 24.6 | Bear | 24.1 | 4.02 | 2.1 | 137 | -12 | 55 | 62 | false | Rebalance | Shift +1% to bonds from equity | 24 | -12 | BrokerB | LMT | 87 | null | null | Normal monitoring | 63 | -59 | 98 | 5 | false | Within IPS guidelines |
P1021 | Active | Taxable | USD | 2025-02-17 | 1,102,399 | 88,672 | 1,013,727 | 1.08 | 67 | 20.9 | 3.4 | 8.7 | AAPL:33.3%;VOO:33.3%;QQQ:33.3% | US:66.2;EU:5.7;APAC:14.0;EM:10.4;Other:3.8 | Value:-0.1;Growth:-1.0;Quality:+0.6;Size:-0.4;Momentum:-0.7;LowVol:+0.3 | null | 6 | 30 | 5.4 | trailing 8% | 216 | 18.7 | Volatile | 22.1 | 3.88 | 3.2 | 118 | -43 | 34 | 64 | false | Buy | Add to core equity +1% | 24 | -40 | BrokerA | MKT | 100 | null | null | Normal monitoring | 34 | -30 | 111 | 3 | false | Increase defensive factor exposure |
P1022 | Cautious | 401k | USD | 2025-03-10 | 200,562 | 17,420 | 183,142 | 1 | 45.9 | 30.3 | 13.3 | 10.5 | GLD:10.8%;XLF:25.5%;HYG:25.5%;QQQ:11.7%;VTI:12.1%;VOO:14.5% | US:62.8;EU:16.6;APAC:9.4;EM:9.4;Other:1.8 | Value:+0.3;Growth:-0.6;Quality:-0.4;Size:+0.1;Momentum:+1.0;LowVol:+0.1 | ESGOnly;MaxPos7%;NoMargin | 5 | 35 | 3.1 | trailing 8% | 114 | 14.7 | Bull | 13.8 | 3.81 | 3.1 | 112 | 84 | 98 | 45 | false | Rebalance | Shift +1% to bonds from equity | -14 | 0 | BrokerC | MKT | 88 | null | null | Normal monitoring | 2 | -22 | -7 | 5 | false | Within IPS guidelines |
P1023 | Opportunistic | Trust | USD | 2025-02-13 | 1,514,419 | 57,201 | 1,457,218 | 1 | 70.2 | 10.1 | 11.3 | 8.3 | GLD:15.3%;AAPL:13.9%;TSLA:22.6%;MSFT:24.1%;VNQ:24.1% | US:63.1;EU:9.4;APAC:12.0;EM:11.1;Other:4.3 | Value:-0.1;Growth:+0.7;Quality:-0.4;Size:+0.7;Momentum:+0.2;LowVol:-0.2 | MaxPos8% | 5 | 35 | 6.8 | trailing 7% | 218 | 22.3 | Bull | 11.1 | 3.72 | 3.1 | 88 | 100 | 92 | 35 | true | Rebalance | Rebalance back to target bands | -10 | -12 | BrokerC | MKT | 89 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 7 | 3 | 9 | 3 | false | Increase defensive factor exposure |
P1024 | Opportunistic | 401k | USD | 2025-10-01 | 733,732 | 58,510 | 675,222 | 1 | 66.6 | 20.4 | 6.4 | 6.6 | TSLA:16.7%;HYG:26.2%;GLD:26.2%;XLF:12.7%;VNQ:18.2% | US:66.8;EU:14.7;APAC:10.2;EM:5.8;Other:2.5 | Value:+0.5;Growth:+0.7;Quality:0.0;Size:-1.0;Momentum:-0.7;LowVol:+0.8 | MaxPos8% | 10 | 35 | 5.7 | hard 12% | 259 | 21.9 | Sideways | 18 | 3.99 | 2.6 | 97 | 4 | 47 | 59 | false | Rebalance | Shift +1% to bonds from equity | -14 | -6 | BrokerD | VWAP | 88 | null | null | Normal monitoring | -12 | -25 | 55 | 4 | false | Tax-aware sells next window |
P1025 | Hands-off | Roth | USD | 2025-10-24 | 827,832 | 80,732 | 747,100 | 1 | 67.9 | 19.3 | 5.1 | 7.6 | VTI:33.3%;HYG:33.3%;MUB:33.3% | US:64.4;EU:10.0;APAC:12.2;EM:10.2;Other:3.1 | Value:-0.5;Growth:-0.1;Quality:-0.2;Size:-0.2;Momentum:-0.2;LowVol:+0.3 | null | 10 | 35 | 5.1 | trailing 10% | 155 | 19.6 | Bull | 14.5 | 3.7 | 2.1 | 86 | 61 | 88 | 52 | false | Hedge | Add TLT +1% as duration hedge | -5 | -8 | BrokerA | LMT | 99 | null | null | Normal monitoring | -13 | -39 | 108 | 3 | false | Monitor dispersion and breadth |
P1026 | Hands-off | IRA | USD | 2025-09-24 | 731,135 | 64,891 | 666,244 | 1 | 58.4 | 18.1 | 17.8 | 5.7 | GLD:26.2%;BRK.B:21.5%;XLF:26.2%;AMZN:26.2% | US:59.9;EU:18.3;APAC:13.0;EM:6.5;Other:2.3 | Value:-0.2;Growth:+0.8;Quality:-0.8;Size:+1.0;Momentum:0.0;LowVol:-0.8 | ESGOnly;NoDerivatives | 10 | 25 | 3.1 | trailing 8% | 92 | 17.2 | Bull | 15 | 4.99 | 2.1 | 110 | 15 | 61 | 48 | false | Rebalance | Shift +1% to bonds from equity | 34 | 14 | BrokerD | MKT | 93 | null | null | Normal monitoring | 115 | -28 | 157 | 4 | false | Monitor dispersion and breadth |
P1027 | Opportunistic | IRA | USD | 2025-03-17 | 1,215,963 | 50,086 | 1,165,877 | 1 | 71.1 | 14.7 | 9.9 | 4.4 | VTI:36.4%;GLD:36.4%;XLF:27.2% | US:71.0;EU:12.2;APAC:5.7;EM:10.3;Other:0.8 | Value:-0.2;Growth:+1.0;Quality:-0.6;Size:-0.1;Momentum:-0.1;LowVol:-0.0 | MaxPos5% | 6 | 25 | 4.2 | trailing 7% | 228 | 34.3 | Bull | 17.3 | 4.73 | 2.3 | 78 | 71 | 70 | 61 | true | Hedge | Buy index puts 1% notional | 3 | 2 | BrokerA | LMT | 90 | VAR>budget | Reduce | Risk above budget threshold | 91 | 9 | 74 | 4 | false | Tax-aware sells next window |
P1028 | Cautious | Taxable | USD | 2024-10-30 | 835,789 | 112,644 | 723,145 | 1 | 36.6 | 44.4 | 5.7 | 13.2 | QQQ:33.3%;VOO:33.3%;TLT:33.3% | US:66.1;EU:10.8;APAC:11.5;EM:6.8;Other:4.8 | Value:-0.7;Growth:+0.2;Quality:-0.4;Size:+0.9;Momentum:+0.4;LowVol:+0.7 | MaxPos8%;NoMargin | 10 | 35 | 5.6 | trailing 10% | 151 | 17.9 | Volatile | 30.9 | 4.8 | 3.5 | 169 | -4 | 43 | 53 | false | Rebalance | Shift +1% to bonds from equity | 9 | 4 | BrokerA | MKT | 94 | null | null | Normal monitoring | -24 | 13 | 57 | 4 | false | Increase defensive factor exposure |
P1029 | Cautious | Taxable | USD | 2025-02-04 | 238,327 | 22,997 | 215,330 | 1 | 51 | 38.7 | 0 | 10.4 | QQQ:26.8%;GLD:19.5%;MUB:26.8%;VOO:26.8% | US:64.5;EU:14.9;APAC:13.0;EM:6.6;Other:1.0 | Value:+0.2;Growth:-0.2;Quality:+0.3;Size:+1.0;Momentum:+0.5;LowVol:-0.0 | NoDerivatives;NoMargin | 10 | 30 | 5.2 | hard 10% | 108 | 12.4 | Bull | 15.3 | 4.63 | 2.6 | 82 | 32 | 66 | 48 | false | Buy | Add to core equity +1% | 25 | 8 | BrokerB | VWAP | 87 | null | null | Normal monitoring | 28 | 9 | 75 | 3 | false | Tighten stops on momentum names |
P1030 | Cautious | Trust | USD | 2024-09-15 | 196,754 | 27,628 | 169,126 | 1 | 41.8 | 43.6 | 4.5 | 10.1 | TSLA:14.5%;GLD:20.6%;VNQ:20.6%;IEF:15.0%;MSFT:11.8%;BRK.B:17.4% | US:63.4;EU:16.3;APAC:7.8;EM:8.9;Other:3.6 | Value:-0.8;Growth:-0.9;Quality:-0.4;Size:+0.6;Momentum:+0.6;LowVol:-0.7 | ESGOnly;NoMargin | 7 | 35 | 4.4 | trailing 8% | 164 | 15.4 | Bull | 11.9 | 4.73 | 2.3 | 84 | 7 | 47 | 38 | false | Rebalance | Shift +1% to bonds from equity | -7 | -39 | BrokerA | VWAP | 98 | null | null | Normal monitoring | 7 | -59 | -21 | 4 | false | Monitor dispersion and breadth |
P1031 | Cautious | Roth | USD | 2025-05-15 | 331,793 | 35,280 | 296,513 | 1 | 36 | 40.1 | 9.2 | 14.7 | GLD:33.3%;VOO:33.3%;MSFT:33.3% | US:68.7;EU:9.5;APAC:10.0;EM:7.7;Other:4.0 | Value:+0.2;Growth:-0.8;Quality:+0.2;Size:+0.7;Momentum:-0.3;LowVol:-0.5 | ESGOnly;MaxPos5%;NoMargin | 6 | 30 | 5.5 | hard 10% | 160 | 18.5 | Sideways | 14.6 | 4.89 | 2.1 | 118 | -12 | 45 | 40 | false | Buy | Add to core equity +1% | 31 | -25 | BrokerA | MKT | 98 | null | null | Normal monitoring | -5 | -33 | 103 | 4 | false | Within IPS guidelines |
P1032 | Opportunistic | IRA | USD | 2025-11-14 | 1,740,091 | 152,850 | 1,587,241 | 1.23 | 71.8 | 16.4 | 3 | 8.8 | GLD:17.9%;MUB:14.4%;IEF:20.5%;AAPL:11.4%;VTI:17.7%;TLT:18.1% | US:65.5;EU:14.1;APAC:8.8;EM:9.1;Other:2.5 | Value:-0.9;Growth:-0.7;Quality:-0.7;Size:+0.9;Momentum:+0.5;LowVol:-1.0 | null | 6 | 25 | 4.5 | trailing 7% | 181 | 23 | Sideways | 15.4 | 4.74 | 2.1 | 139 | 6 | 59 | 48 | false | Buy | Add to core equity +1% | 9 | -21 | BrokerD | MKT | 98 | null | null | Normal monitoring | -34 | -46 | 73 | 4 | false | Within IPS guidelines |
P1033 | Hands-off | Trust | USD | 2025-06-14 | 738,049 | 33,821 | 704,228 | 1 | 63.1 | 26.4 | 2.5 | 8.1 | MSFT:33.3%;BRK.B:33.3%;TSLA:33.3% | US:67.6;EU:6.9;APAC:14.7;EM:6.7;Other:4.0 | Value:-0.7;Growth:-0.3;Quality:-0.5;Size:-0.9;Momentum:-0.6;LowVol:-0.7 | MaxPos7% | 10 | 30 | 3.1 | hard 10% | 158 | 13.6 | Sideways | 20.8 | 4.76 | 3.3 | 127 | 37 | 71 | 57 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -33 | BrokerB | LMT | 86 | VAR>budget | Pause | Risk above budget threshold | -59 | -25 | -54 | 2 | false | Monitor dispersion and breadth |
P1034 | Cautious | Taxable | USD | 2025-02-08 | 896,936 | 83,682 | 813,254 | 1 | 43.7 | 40.9 | 0 | 15.3 | AAPL:15.1%;BND:22.2%;VOO:20.0%;HYG:15.9%;IEF:26.8% | US:67.1;EU:13.5;APAC:9.8;EM:5.1;Other:4.4 | Value:+0.3;Growth:+0.7;Quality:+0.8;Size:+0.3;Momentum:+0.5;LowVol:+0.5 | NoMargin | 6 | 30 | 4.9 | hard 10% | 154 | 16.6 | Bull | 15.7 | 3.67 | 3.4 | 100 | 34 | 72 | 38 | false | Hedge | Add TLT +1% as duration hedge | 0 | -22 | BrokerA | MKT | 91 | null | null | Normal monitoring | 84 | -43 | 212 | 3 | false | Tighten stops on momentum names |
P1035 | Active | Roth | USD | 2025-09-04 | 817,992 | 72,354 | 745,638 | 1 | 60.6 | 28.7 | 3.4 | 7.3 | BRK.B:22.8%;GLD:22.8%;QQQ:8.7%;XLF:22.8%;HYG:22.8% | US:60.1;EU:10.6;APAC:14.5;EM:11.6;Other:3.3 | Value:-0.8;Growth:-0.8;Quality:+0.2;Size:+0.5;Momentum:-0.5;LowVol:-0.3 | null | 10 | 25 | 4.5 | hard 12% | 121 | 25.2 | Bear | 31.2 | 4.08 | 2.2 | 141 | -53 | 16 | 74 | true | Hedge | Buy index puts 1% notional | 7 | -13 | BrokerC | MKT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 57 | 1 | 146 | 5 | false | Increase defensive factor exposure |
P1036 | Opportunistic | 401k | USD | 2025-05-05 | 1,577,944 | 55,273 | 1,522,671 | 1.21 | 72.8 | 16.3 | 2.4 | 8.5 | MUB:11.7%;VTI:22.1%;AMZN:22.1%;IEF:22.1%;GLD:22.1% | US:65.8;EU:7.6;APAC:12.1;EM:9.2;Other:5.3 | Value:+0.3;Growth:+0.6;Quality:-0.3;Size:+0.4;Momentum:-0.8;LowVol:+0.9 | MaxPos5% | 8 | 25 | 4.2 | hard 12% | 192 | 22.1 | Bear | 33 | 3.01 | 1.9 | 142 | -113 | 6 | 80 | true | Hedge | Buy index puts 1% notional | 24 | 15 | BrokerB | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -55 | -33 | -11 | 2 | false | Tighten stops on momentum names |
P1037 | Active | IRA | USD | 2025-12-20 | 1,910,145 | 141,941 | 1,768,204 | 1 | 66.5 | 18.2 | 9.9 | 5.4 | QQQ:13.1%;HYG:12.5%;VTI:19.0%;TLT:23.1%;BRK.B:23.1%;AMZN:9.1% | US:74.2;EU:11.6;APAC:5.6;EM:4.9;Other:3.6 | Value:+0.2;Growth:+0.7;Quality:-0.2;Size:-0.0;Momentum:+0.4;LowVol:-1.0 | MaxPos8% | 6 | 25 | 4.7 | trailing 8% | 145 | 16.5 | Volatile | 30.8 | 4.22 | 3.5 | 116 | -20 | 30 | 85 | true | Hedge | Buy index puts 1% notional | 19 | -4 | BrokerB | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 11 | -23 | 92 | 5 | false | Increase defensive factor exposure |
P1038 | Active | Taxable | USD | 2025-07-14 | 1,349,229 | 132,646 | 1,216,583 | 1.12 | 65.9 | 23.7 | 4.1 | 6.3 | VTI:10.9%;VOO:16.2%;QQQ:21.6%;GLD:19.6%;TLT:10.1%;MSFT:21.6% | US:68.5;EU:8.0;APAC:14.6;EM:5.9;Other:3.0 | Value:-0.4;Growth:-1.0;Quality:-0.7;Size:-0.0;Momentum:+0.2;LowVol:-0.6 | NoDerivatives | 5 | 35 | 5.1 | trailing 9% | 219 | 17.6 | Bull | 13.7 | 3.85 | 3 | 71 | 68 | 73 | 41 | false | Sell | Trim extended winner -1% | 23 | -8 | BrokerD | MKT | 96 | null | null | Normal monitoring | 58 | -53 | 160 | 4 | false | Increase defensive factor exposure |
P1039 | Cautious | 401k | USD | 2025-03-17 | 527,021 | 50,565 | 476,456 | 1 | 43.4 | 44.6 | 0.1 | 11.9 | TLT:33.3%;AMZN:33.3%;IEF:33.3% | US:71.6;EU:9.9;APAC:10.3;EM:6.1;Other:2.2 | Value:+0.8;Growth:-0.4;Quality:0.0;Size:+0.4;Momentum:-0.8;LowVol:+0.5 | ESGOnly;NoMargin | 8 | 30 | 5.1 | hard 10% | 135 | 15.1 | Sideways | 17.7 | 3.98 | 2.7 | 92 | -18 | 46 | 48 | false | Buy | Add to core equity +1% | 22 | -4 | BrokerD | MKT | 88 | null | null | Normal monitoring | 38 | -49 | 145 | 5 | false | Within IPS guidelines |
P1040 | Hands-off | Taxable | USD | 2025-04-22 | 477,192 | 31,688 | 445,504 | 1 | 63.6 | 25.4 | 1.9 | 9.1 | HYG:33.3%;VNQ:33.3%;TLT:33.3% | US:79.1;EU:5.7;APAC:6.2;EM:4.1;Other:4.8 | Value:+0.6;Growth:-0.9;Quality:+0.5;Size:+0.9;Momentum:-0.2;LowVol:+0.8 | NoDerivatives | 10 | 25 | 5.7 | trailing 8% | 123 | 17.8 | Volatile | 30.4 | 4.39 | 3.6 | 163 | -16 | 39 | 81 | true | Hedge | Buy index puts 1% notional | 29 | 13 | BrokerB | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | 3 | -42 | 65 | 2 | false | Tighten stops on momentum names |
P1041 | Cautious | Trust | USD | 2025-07-09 | 480,498 | 69,046 | 411,452 | 1 | 47.1 | 40.9 | 0 | 12 | AMZN:30.8%;VTI:17.4%;TSLA:30.8%;MSFT:20.9% | US:69.1;EU:15.6;APAC:7.4;EM:7.3;Other:0.6 | Value:-0.2;Growth:-0.3;Quality:+0.2;Size:-0.8;Momentum:+0.3;LowVol:+0.3 | ESGOnly;NoDerivatives;NoMargin | 10 | 25 | 4.5 | hard 10% | 134 | 13.5 | Sideways | 19.5 | 4.12 | 2.6 | 128 | -10 | 48 | 48 | false | Buy | Add to core equity +1% | 26 | -38 | BrokerB | MKT | 100 | null | null | Normal monitoring | 114 | -32 | 161 | 3 | false | Increase defensive factor exposure |
P1042 | Opportunistic | Trust | USD | 2025-05-25 | 845,029 | 36,318 | 808,711 | 1.09 | 73.4 | 21 | 1.4 | 4.2 | VNQ:15.9%;AMZN:28.0%;GLD:28.0%;TSLA:28.0% | US:62.7;EU:14.2;APAC:10.4;EM:11.2;Other:1.5 | Value:+0.5;Growth:-0.4;Quality:-0.9;Size:-0.5;Momentum:+0.2;LowVol:+0.1 | MaxPos6% | 6 | 35 | 5.9 | hard 12% | 247 | 32.2 | Volatile | 29.2 | 4.82 | 3.2 | 110 | 25 | 48 | 92 | true | Hedge | Buy index puts 1% notional | 29 | -21 | BrokerB | LMT | 85 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -36 | -24 | -10 | 2 | false | Tighten stops on momentum names |
P1043 | Cautious | Trust | USD | 2025-09-28 | 865,646 | 89,420 | 776,226 | 1 | 49.5 | 37.7 | 0 | 12.7 | TSLA:33.3%;MUB:33.3%;BND:33.3% | US:63.9;EU:20.5;APAC:7.1;EM:7.5;Other:1.1 | Value:+0.1;Growth:+0.5;Quality:+0.2;Size:+0.6;Momentum:-0.8;LowVol:-0.4 | ESGOnly;NoDerivatives;NoMargin | 5 | 25 | 5.6 | trailing 8% | 170 | 16.5 | Bear | 33.3 | 3.62 | 2.1 | 175 | -95 | 5 | 67 | true | Rebalance | Rebalance back to target bands | 5 | 9 | BrokerD | MKT | 85 | VAR>budget | TightenStops | Risk above budget threshold | 44 | -32 | 67 | 4 | false | Monitor dispersion and breadth |
P1044 | Hands-off | Roth | USD | 2025-01-09 | 578,788 | 31,939 | 546,849 | 1 | 71.2 | 15.8 | 6 | 7.1 | TLT:23.3%;TSLA:19.1%;AAPL:23.3%;MUB:23.3%;HYG:11.0% | US:61.5;EU:15.0;APAC:12.3;EM:7.8;Other:3.4 | Value:+0.4;Growth:+0.3;Quality:-0.7;Size:-1.0;Momentum:+0.2;LowVol:+0.1 | NoDerivatives | 7 | 35 | 3.2 | trailing 10% | 113 | 19.6 | Volatile | 30.3 | 5.37 | 2.9 | 123 | -3 | 46 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | 1 | BrokerC | LMT | 87 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -48 | -20 | -83 | 3 | false | Increase defensive factor exposure |
P1045 | Active | Taxable | USD | 2025-09-08 | 1,484,732 | 99,716 | 1,385,016 | 1.22 | 52.9 | 20.6 | 19.1 | 7.4 | BRK.B:25.8%;QQQ:22.6%;XLF:25.8%;TLT:25.8% | US:73.7;EU:7.1;APAC:6.0;EM:11.2;Other:2.0 | Value:-0.9;Growth:-0.9;Quality:-0.8;Size:+0.5;Momentum:+0.4;LowVol:-0.5 | null | 10 | 25 | 4.9 | trailing 8% | 219 | 24.2 | Sideways | 14.5 | 4.41 | 2.6 | 97 | 56 | 93 | 49 | false | Sell | Trim extended winner -1% | 30 | -7 | BrokerB | MKT | 93 | null | null | Normal monitoring | -13 | 9 | 47 | 3 | false | Increase defensive factor exposure |
P1046 | Hands-off | Roth | USD | 2025-04-13 | 156,463 | 12,102 | 144,361 | 1 | 62.2 | 17 | 13.4 | 7.3 | BND:17.8%;AAPL:30.2%;MSFT:30.2%;VNQ:21.8% | US:76.7;EU:6.6;APAC:10.0;EM:5.9;Other:0.8 | Value:-1.0;Growth:-0.8;Quality:+0.5;Size:-0.6;Momentum:-0.2;LowVol:+0.1 | null | 7 | 25 | 5.7 | trailing 8% | 93 | 13.3 | Volatile | 23.8 | 4.69 | 3 | 130 | 62 | 67 | 61 | false | Sell | Trim extended winner -1% | -9 | -40 | BrokerC | MKT | 98 | null | null | Normal monitoring | 38 | 1 | 127 | 5 | false | Monitor dispersion and breadth |
P1047 | Opportunistic | Trust | USD | 2025-01-19 | 714,178 | 59,141 | 655,037 | 1 | 60.8 | 19.3 | 11.9 | 8 | HYG:33.3%;BND:33.3%;QQQ:33.3% | US:66.1;EU:12.7;APAC:13.8;EM:4.4;Other:3.0 | Value:-0.3;Growth:-0.7;Quality:+0.2;Size:+0.8;Momentum:+0.5;LowVol:-0.3 | null | 8 | 30 | 4.2 | hard 12% | 195 | 34.8 | Volatile | 23.8 | 4.82 | 3 | 164 | 2 | 38 | 56 | false | Buy | Add to core equity +1% | -13 | -22 | BrokerC | LMT | 91 | null | null | Normal monitoring | -51 | -43 | -74 | 4 | false | Within IPS guidelines |
P1048 | Hands-off | Trust | USD | 2024-11-25 | 161,705 | 8,521 | 153,184 | 1 | 68.8 | 22.3 | 0 | 8.8 | VTI:16.4%;MSFT:20.2%;TSLA:16.8%;IEF:16.3%;VNQ:17.7%;XLF:12.5% | US:71.4;EU:12.7;APAC:5.2;EM:10.3;Other:0.3 | Value:-0.1;Growth:-0.3;Quality:+0.2;Size:-0.2;Momentum:0.0;LowVol:+0.4 | null | 8 | 25 | 5.1 | trailing 10% | 99 | 16.2 | Bull | 12.1 | 4.65 | 2.1 | 112 | 44 | 67 | 45 | false | Buy | Add to core equity +1% | 8 | -24 | BrokerA | LMT | 85 | null | null | Normal monitoring | -36 | -56 | 79 | 3 | false | Tighten stops on momentum names |
P1049 | Systematic | Taxable | USD | 2024-10-29 | 1,967,374 | 109,683 | 1,857,691 | 1 | 60.2 | 31.8 | 0 | 8 | IEF:33.3%;QQQ:33.3%;VNQ:33.3% | US:58.9;EU:18.5;APAC:13.0;EM:9.4;Other:0.3 | Value:-0.2;Growth:-0.4;Quality:-0.3;Size:-0.6;Momentum:-0.9;LowVol:-0.9 | null | 8 | 30 | 4 | trailing 9% | 220 | 26.3 | Bull | 17.7 | 3.58 | 2.9 | 101 | 98 | 90 | 50 | false | NoAction | Within bands; monitor | 30 | -3 | BrokerB | VWAP | 91 | null | null | Normal monitoring | -35 | 20 | 19 | 5 | false | Tighten stops on momentum names |
P1050 | Systematic | 401k | USD | 2024-12-23 | 1,736,079 | 158,839 | 1,577,240 | 1 | 59.7 | 30 | 2.4 | 8 | AAPL:31.7%;IEF:34.1%;MUB:34.1% | US:61.3;EU:15.1;APAC:9.3;EM:10.8;Other:3.5 | Value:-0.0;Growth:-0.3;Quality:+0.6;Size:+0.5;Momentum:-0.2;LowVol:+0.4 | MaxPos5% | 8 | 35 | 5.9 | trailing 8% | 149 | 18.5 | Bear | 27 | 3.05 | 1.9 | 184 | 25 | 71 | 70 | false | NoAction | Within bands; monitor | 34 | -27 | BrokerB | MKT | 0 | null | null | Normal monitoring | 93 | 20 | 93 | 3 | false | Increase defensive factor exposure |
P1051 | Active | Roth | USD | 2024-07-17 | 862,521 | 66,424 | 796,097 | 1.25 | 57.7 | 19.4 | 14.5 | 8.4 | AMZN:25.0%;AAPL:25.0%;VOO:25.0%;XLF:25.0% | US:69.3;EU:10.3;APAC:12.8;EM:7.5;Other:0.1 | Value:+0.7;Growth:-0.2;Quality:0.0;Size:-0.3;Momentum:0.0;LowVol:-0.5 | MaxPos5% | 7 | 25 | 4.2 | trailing 9% | 220 | 27.2 | Volatile | 21.7 | 5.01 | 2.3 | 131 | 38 | 63 | 61 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -29 | BrokerB | LMT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 15 | 1 | -22 | 2 | false | Within IPS guidelines |
P1052 | Systematic | Taxable | USD | 2024-07-14 | 1,209,664 | 108,177 | 1,101,487 | 1 | 60.9 | 30.4 | 2.1 | 6.6 | HYG:27.2%;TLT:27.2%;MUB:18.5%;IEF:27.2% | US:68.9;EU:12.6;APAC:6.4;EM:10.1;Other:2.1 | Value:-0.1;Growth:-0.7;Quality:-0.8;Size:-0.1;Momentum:+0.7;LowVol:0.0 | MaxPos5%;NoDerivatives | 10 | 25 | 5.6 | trailing 8% | 194 | 22.4 | Bull | 17 | 3.87 | 3.3 | 95 | 58 | 83 | 42 | false | NoAction | Within bands; monitor | 8 | -26 | BrokerD | VWAP | 94 | null | null | Normal monitoring | -51 | 7 | 15 | 3 | false | Monitor dispersion and breadth |
P1053 | Hands-off | Trust | USD | 2024-12-28 | 836,960 | 59,985 | 776,975 | 1 | 60.2 | 15.1 | 18.1 | 6.7 | MSFT:19.5%;TLT:14.5%;VTI:17.4%;AAPL:20.4%;MUB:7.8%;VOO:20.4% | US:60.1;EU:23.7;APAC:7.5;EM:6.0;Other:2.7 | Value:+0.3;Growth:+0.2;Quality:0.0;Size:-0.1;Momentum:-0.8;LowVol:+1.0 | MaxPos6%;NoDerivatives | 5 | 25 | 5.8 | trailing 8% | 137 | 16.6 | Bear | 28.4 | 3.7 | 2.4 | 139 | -73 | 12 | 80 | true | Hedge | Buy index puts 1% notional | 2 | -18 | BrokerC | LMT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 74 | 5 | 115 | 5 | false | Tax-aware sells next window |
P1054 | Hands-off | Taxable | USD | 2025-12-18 | 377,488 | 31,750 | 345,738 | 1 | 66.7 | 28.1 | 0 | 5.2 | AAPL:33.3%;VOO:33.3%;QQQ:33.3% | US:74.0;EU:6.2;APAC:16.1;EM:3.6;Other:0.1 | Value:-0.8;Growth:-0.9;Quality:-0.5;Size:+0.1;Momentum:-1.0;LowVol:-0.7 | MaxPos6%;NoDerivatives | 7 | 30 | 3.4 | trailing 8% | 95 | 13.2 | Bear | 29.8 | 3.46 | 1 | 151 | -6 | 33 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 8 | 7 | BrokerA | LMT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 111 | -45 | 144 | 5 | false | Tax-aware sells next window |
P1055 | Hands-off | Taxable | USD | 2025-11-13 | 439,000 | 19,711 | 419,289 | 1 | 66.2 | 26.3 | 0 | 7.5 | MSFT:18.5%;IEF:14.0%;VTI:26.1%;AMZN:26.1%;TSLA:15.4% | US:68.7;EU:17.2;APAC:5.7;EM:7.4;Other:0.9 | Value:-0.3;Growth:+0.8;Quality:-0.0;Size:-0.9;Momentum:+0.3;LowVol:+0.1 | ESGOnly;MaxPos5%;NoDerivatives | 5 | 30 | 3.3 | trailing 8% | 113 | 14 | Bull | 17.1 | 4.48 | 2.6 | 82 | 25 | 58 | 49 | false | Rebalance | Shift +1% to bonds from equity | -14 | -2 | BrokerA | MKT | 95 | null | null | Normal monitoring | -8 | 3 | 98 | 3 | false | Monitor dispersion and breadth |
P1056 | Active | 401k | USD | 2025-04-09 | 2,484,161 | 282,114 | 2,202,047 | 1 | 62.6 | 26.4 | 3.8 | 7.2 | IEF:23.3%;HYG:17.9%;XLF:23.3%;GLD:14.8%;AAPL:20.7% | US:74.0;EU:9.5;APAC:5.5;EM:7.6;Other:3.4 | Value:+0.5;Growth:-0.1;Quality:-1.0;Size:0.0;Momentum:-0.7;LowVol:-0.9 | NoDerivatives | 8 | 35 | 5.4 | trailing 8% | 159 | 26.3 | Volatile | 22.3 | 5.46 | 4.5 | 124 | -35 | 39 | 60 | false | Sell | Trim extended winner -1% | 25 | -36 | BrokerA | MKT | 98 | null | null | Normal monitoring | 94 | -7 | 77 | 3 | false | Monitor dispersion and breadth |
P1057 | Hands-off | IRA | USD | 2025-12-11 | 459,268 | 31,770 | 427,498 | 1 | 65.5 | 23.4 | 1.2 | 9.9 | AAPL:21.5%;MUB:9.8%;MSFT:18.6%;BRK.B:19.7%;GLD:15.5%;VOO:14.9% | US:70.9;EU:15.8;APAC:6.3;EM:5.7;Other:1.2 | Value:-0.9;Growth:+0.1;Quality:-0.5;Size:+0.2;Momentum:+0.5;LowVol:+0.1 | MaxPos6% | 10 | 35 | 4 | trailing 8% | 121 | 17 | Bull | 17.4 | 4.6 | 2.9 | 119 | 62 | 95 | 48 | true | Hedge | Buy index puts 1% notional | 0 | 9 | BrokerB | MKT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 94 | -6 | 56 | 5 | false | Tighten stops on momentum names |
P1058 | Systematic | IRA | USD | 2025-01-01 | 1,509,986 | 125,671 | 1,384,315 | 1 | 57.4 | 25.2 | 7.9 | 9.5 | BND:20.7%;TLT:13.5%;GLD:22.2%;MSFT:21.3%;TSLA:22.2% | US:69.9;EU:11.9;APAC:8.0;EM:9.8;Other:0.3 | Value:-0.3;Growth:-0.6;Quality:+0.8;Size:+0.6;Momentum:-0.9;LowVol:-0.3 | null | 10 | 35 | 4.9 | hard 12% | 146 | 18.7 | Bull | 12 | 3.59 | 2.6 | 92 | 101 | 92 | 38 | false | Rebalance | Shift +1% to bonds from equity | 22 | -33 | BrokerC | MKT | 95 | null | null | Normal monitoring | -25 | 13 | 87 | 3 | false | Tighten stops on momentum names |
P1059 | Opportunistic | Trust | USD | 2024-12-16 | 1,277,182 | 41,065 | 1,236,117 | 1 | 73.6 | 16.2 | 2.9 | 7.2 | IEF:12.3%;BRK.B:9.7%;AAPL:23.2%;TSLA:9.5%;TLT:22.0%;VTI:23.2% | US:76.3;EU:11.7;APAC:7.0;EM:4.2;Other:0.8 | Value:-0.2;Growth:0.0;Quality:+0.3;Size:-0.7;Momentum:+0.8;LowVol:-0.9 | null | 8 | 25 | 5.3 | trailing 7% | 244 | 32.4 | Bull | 13.5 | 3.56 | 2.2 | 98 | 114 | 100 | 48 | false | Rebalance | Shift +1% to bonds from equity | 21 | -28 | BrokerA | LMT | 89 | null | null | Normal monitoring | 113 | -55 | 222 | 5 | false | Within IPS guidelines |
P1060 | Active | Taxable | USD | 2025-06-19 | 1,949,968 | 184,814 | 1,765,154 | 1 | 50.6 | 28.5 | 14.1 | 6.8 | XLF:25.0%;VNQ:25.0%;VTI:25.0%;BRK.B:24.9% | US:69.6;EU:18.9;APAC:5.5;EM:4.3;Other:1.7 | Value:+0.2;Growth:-0.0;Quality:+0.8;Size:+0.8;Momentum:-0.9;LowVol:+0.1 | null | 7 | 30 | 4.3 | trailing 8% | 186 | 19.4 | Bull | 11.3 | 4.93 | 2.9 | 115 | 73 | 81 | 35 | false | Buy | Add to core equity +1% | 11 | -9 | BrokerA | LMT | 99 | null | null | Normal monitoring | 99 | -48 | 145 | 5 | false | Monitor dispersion and breadth |
P1061 | Opportunistic | 401k | USD | 2024-08-04 | 676,928 | 40,020 | 636,908 | 1.17 | 66.8 | 10.2 | 15.9 | 7.1 | XLF:25.0%;QQQ:25.0%;GLD:25.0%;TSLA:25.0% | US:62.1;EU:19.3;APAC:7.1;EM:6.2;Other:5.3 | Value:+0.6;Growth:0.0;Quality:-0.9;Size:+0.3;Momentum:+0.5;LowVol:-0.7 | null | 10 | 25 | 4.2 | trailing 9% | 218 | 25.5 | Volatile | 28 | 5.4 | 4.2 | 171 | -34 | 47 | 80 | true | Hedge | Buy index puts 1% notional | 14 | 1 | BrokerA | VWAP | 85 | VAR>budget | Hedge | Risk above budget threshold | 66 | -46 | 116 | 3 | false | Tighten stops on momentum names |
P1062 | Systematic | Trust | USD | 2025-06-17 | 1,352,126 | 66,249 | 1,285,877 | 1 | 63.8 | 20.8 | 9.5 | 5.9 | TSLA:38.2%;QQQ:23.6%;MUB:38.2% | US:54.9;EU:17.9;APAC:14.3;EM:10.4;Other:2.5 | Value:-0.3;Growth:+0.8;Quality:-0.4;Size:+0.1;Momentum:-0.4;LowVol:-0.5 | null | 10 | 35 | 5.7 | trailing 9% | 201 | 16 | Sideways | 18.3 | 4.46 | 2.7 | 92 | 47 | 88 | 50 | false | Buy | Add to core equity +1% | -1 | -19 | BrokerC | VWAP | 88 | null | null | Normal monitoring | -19 | 18 | -25 | 5 | false | Tighten stops on momentum names |
P1063 | Systematic | IRA | USD | 2025-06-10 | 568,993 | 25,150 | 543,843 | 1 | 58.5 | 30.3 | 3.4 | 7.7 | IEF:15.8%;MSFT:24.6%;AMZN:24.6%;VTI:17.8%;VOO:17.2% | US:62.2;EU:10.0;APAC:17.3;EM:7.7;Other:2.9 | Value:-0.9;Growth:-0.1;Quality:-0.8;Size:+0.5;Momentum:-0.1;LowVol:-0.1 | NoDerivatives | 7 | 25 | 5.2 | trailing 8% | 207 | 16.8 | Bear | 22.3 | 3.06 | 2.8 | 184 | -36 | 34 | 49 | false | NoAction | Within bands; monitor | 0 | -20 | BrokerB | LMT | 91 | null | null | Normal monitoring | 1 | -4 | 133 | 4 | false | Tax-aware sells next window |
P1064 | Opportunistic | Trust | USD | 2025-11-29 | 1,269,345 | 67,992 | 1,201,353 | 1 | 62.7 | 21.7 | 8.3 | 7.3 | VNQ:33.3%;VTI:33.3%;TSLA:33.3% | US:73.8;EU:15.7;APAC:5.5;EM:3.1;Other:1.9 | Value:-0.4;Growth:+0.9;Quality:+0.1;Size:+0.3;Momentum:+0.6;LowVol:-0.9 | null | 10 | 35 | 6.3 | hard 12% | 254 | 21 | Volatile | 25.8 | 3.79 | 2.3 | 149 | 29 | 56 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | 13 | BrokerB | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -30 | 2 | 94 | 2 | false | Monitor dispersion and breadth |
P1065 | Opportunistic | IRA | USD | 2025-08-19 | 956,241 | 75,984 | 880,257 | 1.16 | 60.3 | 21.1 | 13.3 | 5.4 | MSFT:17.0%;VNQ:21.6%;VTI:20.7%;IEF:19.1%;AMZN:21.6% | US:67.6;EU:11.5;APAC:8.4;EM:11.2;Other:1.2 | Value:-0.1;Growth:-0.6;Quality:-0.2;Size:+0.3;Momentum:-0.4;LowVol:+0.2 | null | 7 | 25 | 5.8 | trailing 7% | 270 | 24.7 | Volatile | 23.2 | 4.15 | 2.7 | 176 | -55 | 15 | 63 | false | Rebalance | Shift +1% to bonds from equity | -5 | -23 | BrokerA | MKT | 89 | null | null | Normal monitoring | 33 | 3 | 94 | 5 | false | Tax-aware sells next window |
P1066 | Active | Trust | USD | 2025-09-16 | 1,100,512 | 131,390 | 969,122 | 1 | 54 | 26.7 | 12 | 7.2 | TLT:34.4%;BND:31.3%;VTI:34.4% | US:63.4;EU:15.8;APAC:8.3;EM:9.4;Other:3.1 | Value:-0.4;Growth:+0.2;Quality:+0.2;Size:+0.2;Momentum:-0.2;LowVol:+0.8 | MaxPos8% | 10 | 35 | 4.4 | trailing 8% | 203 | 19.2 | Volatile | 29.3 | 3.75 | 2.2 | 157 | -25 | 39 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | 15 | BrokerC | LMT | 89 | VAR>budget | Reduce | Risk above budget threshold | -4 | -32 | 44 | 3 | true | Monitor dispersion and breadth |
P1067 | Cautious | Taxable | USD | 2025-11-27 | 160,680 | 23,553 | 137,127 | 1 | 39.6 | 32.8 | 13.4 | 14.2 | VNQ:33.3%;BRK.B:33.3%;IEF:33.3% | US:66.7;EU:11.4;APAC:9.1;EM:9.7;Other:3.0 | Value:+0.5;Growth:+0.9;Quality:-0.5;Size:+0.7;Momentum:+0.8;LowVol:+0.7 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 8 | 30 | 3 | trailing 10% | 98 | 15.9 | Volatile | 25.2 | 4.07 | 2.9 | 110 | -25 | 48 | 50 | false | Rebalance | Shift +1% to bonds from equity | -7 | -30 | BrokerB | MKT | 93 | null | null | Normal monitoring | 113 | 0 | 74 | 3 | false | Tax-aware sells next window |
P1068 | Hands-off | Taxable | USD | 2024-09-12 | 456,711 | 34,990 | 421,721 | 1 | 63.9 | 24.8 | 1.3 | 9.9 | QQQ:22.4%;BND:22.4%;AAPL:22.4%;AMZN:19.7%;VOO:13.0% | US:69.9;EU:12.4;APAC:6.5;EM:5.5;Other:5.7 | Value:+0.9;Growth:-0.8;Quality:-0.1;Size:+0.5;Momentum:-0.8;LowVol:+0.8 | null | 5 | 30 | 5.8 | hard 10% | 154 | 18.6 | Bear | 28.3 | 3.4 | 1.3 | 184 | 23 | 47 | 72 | true | Hedge | Buy index puts 1% notional | -4 | 12 | BrokerC | MKT | 88 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 61 | -20 | 44 | 2 | false | Increase defensive factor exposure |
P1069 | Active | 401k | USD | 2025-09-13 | 1,066,131 | 86,172 | 979,959 | 1 | 53.7 | 27.5 | 13.2 | 5.7 | VNQ:34.4%;GLD:31.1%;BND:34.4% | US:74.9;EU:9.3;APAC:7.6;EM:7.7;Other:0.4 | Value:+0.9;Growth:-0.4;Quality:-0.5;Size:-0.0;Momentum:-0.8;LowVol:-0.6 | MaxPos7% | 10 | 30 | 4.4 | trailing 9% | 182 | 24.8 | Sideways | 20.7 | 4.62 | 2.4 | 92 | 56 | 78 | 63 | false | Buy | Add to core equity +1% | 7 | 7 | BrokerC | MKT | 94 | null | null | Normal monitoring | 0 | -5 | 28 | 4 | false | Monitor dispersion and breadth |
P1070 | Cautious | Trust | USD | 2024-08-23 | 765,331 | 107,602 | 657,729 | 1 | 45.8 | 31 | 9.9 | 13.3 | GLD:25.6%;TSLA:23.2%;XLF:25.6%;HYG:25.6% | US:75.0;EU:9.2;APAC:7.4;EM:8.3;Other:0.0 | Value:-0.8;Growth:-0.9;Quality:+0.9;Size:-0.8;Momentum:+0.8;LowVol:+0.6 | NoMargin | 10 | 30 | 3.2 | hard 10% | 123 | 16.1 | Volatile | 31.5 | 4.65 | 3.6 | 144 | -4 | 37 | 75 | true | Hedge | Buy index puts 1% notional | 19 | 10 | BrokerB | MKT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 103 | -27 | 69 | 3 | false | Monitor dispersion and breadth |
P1071 | Systematic | Trust | USD | 2025-11-26 | 1,389,045 | 102,818 | 1,286,227 | 1 | 62.8 | 25.6 | 2.9 | 8.6 | BND:33.3%;TSLA:33.3%;AMZN:33.3% | US:72.9;EU:6.8;APAC:7.9;EM:12.1;Other:0.3 | Value:+0.2;Growth:+0.1;Quality:-0.0;Size:0.0;Momentum:+0.7;LowVol:-0.9 | null | 7 | 35 | 4.5 | hard 12% | 224 | 25.5 | Bull | 17.6 | 4.37 | 2.1 | 117 | 2 | 38 | 46 | false | Rebalance | Shift +1% to bonds from equity | -4 | -23 | BrokerD | LMT | 90 | null | null | Normal monitoring | 37 | -11 | 69 | 3 | false | Within IPS guidelines |
P1072 | Active | Trust | USD | 2024-12-02 | 1,947,186 | 233,458 | 1,713,728 | 1 | 51 | 18.1 | 21.3 | 9.7 | MSFT:27.9%;VNQ:27.9%;VOO:25.9%;BND:18.2% | US:69.5;EU:16.8;APAC:5.6;EM:3.6;Other:4.6 | Value:-0.1;Growth:+0.3;Quality:+0.7;Size:+0.7;Momentum:-0.4;LowVol:-0.0 | MaxPos7% | 5 | 30 | 5.3 | trailing 9% | 196 | 18.9 | Volatile | 30.4 | 3.98 | 4 | 123 | 22 | 53 | 69 | false | Rebalance | Shift +1% to bonds from equity | -7 | -9 | BrokerA | LMT | 88 | null | null | Normal monitoring | 72 | 9 | 55 | 5 | false | Tighten stops on momentum names |
P1073 | Opportunistic | IRA | USD | 2024-08-31 | 662,493 | 53,633 | 608,860 | 1.21 | 65 | 16.7 | 12.4 | 5.8 | AMZN:28.3%;GLD:15.2%;MSFT:28.3%;TLT:28.3% | US:65.2;EU:9.8;APAC:9.3;EM:13.9;Other:1.8 | Value:-0.2;Growth:-0.3;Quality:0.0;Size:-0.9;Momentum:-0.8;LowVol:-0.0 | MaxPos6% | 8 | 30 | 6.1 | trailing 9% | 180 | 26.5 | Bear | 25.5 | 3.25 | 2.6 | 170 | -110 | 5 | 61 | true | Hedge | Buy index puts 1% notional | 12 | -18 | BrokerC | LMT | 85 | VAR>budget | Hedge | Risk above budget threshold | 43 | -12 | 16 | 3 | false | Within IPS guidelines |
P1074 | Active | 401k | USD | 2025-12-13 | 2,002,843 | 123,004 | 1,879,839 | 1.08 | 50.7 | 29.1 | 13.6 | 6.5 | MSFT:11.3%;VNQ:20.3%;MUB:17.1%;IEF:20.3%;QQQ:16.3%;VTI:14.7% | US:61.5;EU:17.2;APAC:11.9;EM:8.1;Other:1.3 | Value:+0.1;Growth:-0.0;Quality:-0.9;Size:-0.1;Momentum:-0.9;LowVol:+0.7 | MaxPos6% | 10 | 30 | 4.9 | trailing 9% | 161 | 27.9 | Volatile | 28.8 | 4.6 | 2.7 | 165 | 43 | 64 | 74 | true | Hedge | Buy index puts 1% notional | -7 | -12 | BrokerC | LMT | 86 | VAR>budget | TightenStops | Risk above budget threshold | 118 | 1 | 246 | 3 | false | Tax-aware sells next window |
P1075 | Active | Roth | USD | 2024-09-05 | 617,423 | 41,353 | 576,070 | 1.14 | 62.9 | 26.6 | 3.5 | 7 | XLF:19.6%;GLD:11.7%;HYG:14.7%;IEF:18.2%;VOO:16.0%;TLT:19.8% | US:58.2;EU:13.7;APAC:17.0;EM:7.0;Other:4.1 | Value:+0.1;Growth:-0.6;Quality:+0.9;Size:+0.9;Momentum:-0.6;LowVol:-0.8 | MaxPos7% | 8 | 30 | 5.4 | trailing 9% | 174 | 17.5 | Sideways | 20.6 | 4.58 | 3.3 | 97 | 6 | 54 | 54 | false | Rebalance | Shift +1% to bonds from equity | -13 | 1 | BrokerB | MKT | 92 | null | null | Normal monitoring | 64 | -22 | 158 | 4 | false | Tax-aware sells next window |
P1076 | Opportunistic | Taxable | USD | 2024-07-08 | 485,896 | 14,933 | 470,963 | 1 | 70.1 | 17.7 | 4.7 | 7.4 | GLD:33.3%;TSLA:33.3%;AAPL:33.3% | US:71.8;EU:6.9;APAC:11.0;EM:5.5;Other:4.7 | Value:+0.5;Growth:+0.7;Quality:+0.7;Size:+0.3;Momentum:+0.7;LowVol:-0.4 | MaxPos8% | 5 | 35 | 5 | trailing 7% | 170 | 34.7 | Sideways | 16.1 | 4 | 3.2 | 140 | -28 | 41 | 46 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | 14 | BrokerD | LMT | 93 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 73 | -28 | 192 | 2 | false | Increase defensive factor exposure |
P1077 | Hands-off | Roth | USD | 2025-11-05 | 749,558 | 39,127 | 710,431 | 1 | 56.1 | 24.1 | 13.4 | 6.4 | AAPL:18.6%;QQQ:6.8%;HYG:18.6%;VTI:20.9%;XLF:20.3%;BND:14.8% | US:66.5;EU:17.3;APAC:8.0;EM:4.6;Other:3.6 | Value:+1.0;Growth:+0.2;Quality:+0.3;Size:-0.8;Momentum:+1.0;LowVol:-0.3 | null | 10 | 25 | 4.1 | trailing 10% | 161 | 19.1 | Sideways | 21.2 | 3.95 | 2.5 | 129 | 15 | 42 | 50 | false | Sell | Trim extended winner -1% | 13 | 13 | BrokerB | MKT | 94 | null | null | Normal monitoring | 49 | -31 | 67 | 4 | false | Tighten stops on momentum names |
P1078 | Opportunistic | Trust | USD | 2025-06-05 | 744,793 | 65,202 | 679,591 | 1.09 | 70.4 | 21.5 | 0 | 8.1 | TLT:20.5%;VTI:16.1%;MUB:20.4%;MSFT:23.5%;VOO:19.6% | US:67.6;EU:12.5;APAC:8.3;EM:10.1;Other:1.5 | Value:+0.1;Growth:0.0;Quality:+0.3;Size:-0.8;Momentum:-0.5;LowVol:-0.4 | MaxPos8%;NoDerivatives | 10 | 30 | 4.5 | trailing 9% | 173 | 27.4 | Bear | 32 | 3.77 | 1.1 | 142 | 29 | 75 | 94 | true | Rebalance | Rebalance back to target bands | 10 | -4 | BrokerD | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | 23 | -52 | 81 | 2 | false | Monitor dispersion and breadth |
P1079 | Opportunistic | 401k | USD | 2025-08-26 | 1,568,216 | 108,373 | 1,459,843 | 1 | 72.4 | 12.4 | 9.9 | 5.2 | VOO:16.9%;AMZN:23.1%;TSLA:13.9%;IEF:23.1%;MUB:23.1% | US:72.6;EU:6.2;APAC:8.8;EM:10.4;Other:1.9 | Value:-0.5;Growth:+0.9;Quality:+0.7;Size:0.0;Momentum:+0.6;LowVol:+1.0 | null | 5 | 25 | 4.1 | trailing 9% | 195 | 31.8 | Bull | 11.8 | 4.08 | 2.6 | 71 | 47 | 61 | 41 | false | Buy | Add to core equity +1% | -13 | 3 | BrokerA | VWAP | 89 | null | null | Normal monitoring | -29 | -31 | 95 | 4 | false | Increase defensive factor exposure |
P1080 | Systematic | Trust | USD | 2025-07-12 | 433,882 | 25,098 | 408,784 | 1 | 65.1 | 25 | 3.8 | 6 | GLD:17.3%;BRK.B:21.9%;QQQ:21.9%;AAPL:21.9%;TSLA:16.9% | US:67.0;EU:17.5;APAC:7.5;EM:4.3;Other:3.7 | Value:-0.6;Growth:-0.6;Quality:-0.1;Size:+0.1;Momentum:+0.5;LowVol:-0.9 | null | 6 | 30 | 4.6 | trailing 9% | 166 | 17.4 | Volatile | 24.1 | 4.86 | 2.2 | 172 | 35 | 55 | 62 | false | Buy | Add to core equity +1% | -8 | -14 | BrokerD | LMT | 85 | null | null | Normal monitoring | 75 | -26 | 85 | 4 | false | Monitor dispersion and breadth |
P1081 | Hands-off | Trust | USD | 2024-12-24 | 733,555 | 31,106 | 702,449 | 1 | 59.9 | 16.8 | 13.5 | 9.8 | MSFT:26.4%;AAPL:22.4%;BND:26.4%;TLT:24.8% | US:72.3;EU:13.5;APAC:5.3;EM:6.5;Other:2.4 | Value:+1.0;Growth:+0.2;Quality:+0.6;Size:-0.8;Momentum:+0.3;LowVol:+0.4 | null | 8 | 25 | 4.8 | trailing 8% | 127 | 15.6 | Bull | 16.3 | 3.75 | 3.1 | 105 | 90 | 100 | 42 | false | Hedge | Add TLT +1% as duration hedge | 14 | -31 | BrokerB | LMT | 86 | null | null | Normal monitoring | 108 | -40 | 145 | 4 | false | Tighten stops on momentum names |
P1082 | Hands-off | Roth | USD | 2024-11-29 | 336,416 | 16,671 | 319,745 | 1 | 72.6 | 18.1 | 3.4 | 5.9 | VNQ:33.3%;VOO:33.3%;IEF:33.3% | US:64.7;EU:15.4;APAC:11.8;EM:6.8;Other:1.3 | Value:-0.4;Growth:-0.6;Quality:+0.7;Size:-0.9;Momentum:+0.3;LowVol:+0.6 | ESGOnly;MaxPos6% | 5 | 25 | 4.7 | hard 10% | 162 | 16.9 | Bear | 28.7 | 3.18 | 2.1 | 200 | -88 | 16 | 89 | true | Rebalance | Rebalance back to target bands | -10 | -17 | BrokerA | MKT | 89 | VAR>budget | Hedge | Risk above budget threshold | -16 | -39 | -44 | 2 | false | Tighten stops on momentum names |
P1083 | Active | Trust | USD | 2024-07-10 | 1,770,619 | 195,180 | 1,575,439 | 1 | 63.6 | 19.7 | 10.6 | 6.2 | AAPL:10.5%;VTI:21.5%;QQQ:10.5%;HYG:16.4%;MUB:21.5%;VNQ:19.6% | US:67.1;EU:12.0;APAC:10.4;EM:7.2;Other:3.3 | Value:+0.4;Growth:0.0;Quality:+0.8;Size:-0.1;Momentum:+0.7;LowVol:+1.0 | null | 7 | 35 | 5.1 | hard 12% | 225 | 18.4 | Volatile | 28.4 | 4.48 | 3.7 | 113 | 21 | 52 | 69 | false | Rebalance | Shift +1% to bonds from equity | 25 | -4 | BrokerC | MKT | 96 | null | null | Normal monitoring | -52 | -18 | 65 | 5 | false | Tax-aware sells next window |
P1084 | Hands-off | 401k | USD | 2025-07-10 | 754,875 | 31,413 | 723,462 | 1 | 66.6 | 19.6 | 5.3 | 8.5 | TLT:13.1%;XLF:21.0%;VOO:18.4%;AMZN:21.0%;BRK.B:13.1%;AAPL:13.5% | US:65.6;EU:14.1;APAC:11.1;EM:8.3;Other:0.9 | Value:+0.6;Growth:-0.6;Quality:-0.8;Size:-0.8;Momentum:-0.5;LowVol:-0.5 | MaxPos5% | 8 | 30 | 4.5 | hard 10% | 124 | 15.3 | Volatile | 23.7 | 4.76 | 3.8 | 152 | -34 | 27 | 74 | true | Hedge | Buy index puts 1% notional | -2 | -40 | BrokerA | MKT | 85 | VAR>budget | Hedge | Risk above budget threshold | -43 | -59 | 50 | 4 | true | Tax-aware sells next window |
P1085 | Active | Taxable | USD | 2024-12-26 | 2,085,869 | 190,621 | 1,895,248 | 1.22 | 61.1 | 22.9 | 10.8 | 5.1 | GLD:10.0%;IEF:24.1%;MUB:24.1%;BRK.B:24.1%;VNQ:17.6% | US:61.8;EU:21.2;APAC:6.7;EM:5.5;Other:4.9 | Value:+0.2;Growth:+0.4;Quality:+0.6;Size:-0.0;Momentum:+0.7;LowVol:+0.1 | null | 7 | 25 | 5.7 | hard 12% | 134 | 22.8 | Bull | 11.3 | 3.61 | 2.8 | 102 | 111 | 99 | 46 | false | Rebalance | Shift +1% to bonds from equity | -8 | -6 | BrokerD | MKT | 100 | null | null | Normal monitoring | -44 | -35 | -83 | 3 | false | Increase defensive factor exposure |
P1086 | Hands-off | Trust | USD | 2024-08-30 | 690,432 | 34,459 | 655,973 | 1 | 57.1 | 26.7 | 9.1 | 7.1 | QQQ:17.2%;AAPL:27.6%;TLT:27.6%;BND:27.6% | US:62.3;EU:19.3;APAC:11.6;EM:4.7;Other:2.1 | Value:+0.8;Growth:-0.8;Quality:+0.5;Size:-0.5;Momentum:+1.0;LowVol:+0.1 | ESGOnly;MaxPos5%;NoDerivatives | 10 | 30 | 4.9 | hard 10% | 137 | 16.6 | Volatile | 27.8 | 3.69 | 4.5 | 160 | 33 | 51 | 76 | true | Rebalance | Rebalance back to target bands | 0 | 14 | BrokerB | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | 69 | -14 | 75 | 4 | false | Monitor dispersion and breadth |
P1087 | Active | IRA | USD | 2025-10-05 | 962,219 | 92,281 | 869,938 | 1 | 50.8 | 20.5 | 23.3 | 5.4 | VOO:33.3%;BND:33.3%;MSFT:33.3% | US:67.4;EU:12.1;APAC:9.1;EM:10.0;Other:1.3 | Value:-0.0;Growth:+0.2;Quality:+0.2;Size:+0.4;Momentum:-0.2;LowVol:+0.6 | null | 10 | 25 | 4.7 | trailing 8% | 202 | 21.6 | Sideways | 18.1 | 3.83 | 3.1 | 124 | 3 | 66 | 44 | true | Hedge | Buy index puts 1% notional | -13 | 5 | BrokerB | LMT | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 12 | 0 | 62 | 3 | false | Within IPS guidelines |
P1088 | Systematic | Taxable | USD | 2024-11-06 | 1,997,191 | 128,402 | 1,868,789 | 1 | 64.2 | 29.7 | 0 | 6.2 | BND:21.8%;MSFT:7.3%;HYG:21.8%;MUB:21.8%;XLF:20.3%;VOO:7.0% | US:62.2;EU:10.7;APAC:12.6;EM:10.9;Other:3.7 | Value:0.0;Growth:-0.2;Quality:-0.8;Size:+0.4;Momentum:+0.1;LowVol:-0.1 | null | 8 | 35 | 5.9 | hard 12% | 133 | 26 | Bull | 13.6 | 4.15 | 2.1 | 76 | 71 | 70 | 54 | false | Rebalance | Shift +1% to bonds from equity | 27 | 9 | BrokerC | MKT | 92 | null | null | Normal monitoring | 21 | -34 | 132 | 4 | false | Monitor dispersion and breadth |
P1089 | Active | Trust | USD | 2025-01-08 | 1,493,509 | 168,364 | 1,325,145 | 1.23 | 62.1 | 27.8 | 1.6 | 8.5 | HYG:33.3%;MSFT:33.3%;TSLA:33.3% | US:65.3;EU:13.0;APAC:13.2;EM:5.5;Other:3.0 | Value:-0.3;Growth:-0.7;Quality:-0.3;Size:-0.7;Momentum:-1.0;LowVol:+0.5 | MaxPos7% | 5 | 35 | 5 | trailing 9% | 125 | 21.1 | Sideways | 20 | 4.96 | 2.7 | 121 | 18 | 61 | 66 | false | Sell | Trim extended winner -1% | -4 | -32 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 33 | -15 | 36 | 3 | false | Tax-aware sells next window |
P1090 | Hands-off | 401k | USD | 2025-12-17 | 647,530 | 56,337 | 591,193 | 1 | 58.3 | 28.7 | 5.2 | 7.9 | VTI:16.1%;VNQ:20.5%;QQQ:11.4%;AAPL:20.5%;VOO:20.5%;TSLA:11.2% | US:71.6;EU:6.7;APAC:14.8;EM:4.4;Other:2.5 | Value:+0.3;Growth:-0.4;Quality:-0.8;Size:-0.8;Momentum:-0.2;LowVol:0.0 | ESGOnly | 7 | 35 | 4.4 | trailing 8% | 157 | 18.3 | Sideways | 17.3 | 4.11 | 2.5 | 132 | 27 | 63 | 55 | false | Rebalance | Shift +1% to bonds from equity | 26 | -11 | BrokerD | MKT | 88 | null | null | Normal monitoring | -59 | 16 | 29 | 3 | false | Increase defensive factor exposure |
P1091 | Opportunistic | Trust | USD | 2025-10-09 | 659,206 | 46,502 | 612,704 | 1 | 65.4 | 13.4 | 15.3 | 5.8 | TLT:13.6%;VNQ:21.2%;VTI:21.2%;MSFT:11.9%;IEF:11.0%;MUB:21.2% | US:69.3;EU:15.4;APAC:6.4;EM:7.1;Other:1.7 | Value:-0.4;Growth:-0.4;Quality:+0.3;Size:+0.3;Momentum:+0.2;LowVol:+1.0 | null | 5 | 35 | 6.4 | trailing 9% | 265 | 23.6 | Volatile | 22.5 | 4.09 | 2.8 | 163 | 39 | 60 | 66 | false | Buy | Add to core equity +1% | 17 | -26 | BrokerD | LMT | 85 | null | null | Normal monitoring | 27 | -23 | 105 | 4 | false | Tax-aware sells next window |
P1092 | Hands-off | Trust | USD | 2025-05-10 | 516,429 | 44,758 | 471,671 | 1 | 64.8 | 29.4 | 0.3 | 5.5 | MSFT:25.8%;VTI:25.8%;BND:25.8%;VNQ:22.5% | US:76.1;EU:10.4;APAC:9.9;EM:3.4;Other:0.1 | Value:-0.3;Growth:+0.9;Quality:-0.2;Size:-0.5;Momentum:-0.3;LowVol:-0.1 | null | 6 | 30 | 5.3 | trailing 10% | 126 | 18.5 | Bull | 16.6 | 3.99 | 3.3 | 94 | 47 | 68 | 43 | false | Rebalance | Shift +1% to bonds from equity | 29 | -13 | BrokerB | MKT | 89 | null | null | Normal monitoring | 40 | -8 | 64 | 5 | false | Tighten stops on momentum names |
P1093 | Cautious | Trust | USD | 2025-11-02 | 696,628 | 102,664 | 593,964 | 1 | 50.6 | 30.9 | 4.3 | 14.2 | MUB:21.8%;MSFT:21.8%;AMZN:21.8%;HYG:6.6%;XLF:15.9%;QQQ:12.2% | US:69.1;EU:9.0;APAC:11.3;EM:7.8;Other:3.0 | Value:-0.8;Growth:-0.9;Quality:+0.3;Size:-0.1;Momentum:-0.8;LowVol:-0.4 | NoMargin | 8 | 30 | 3.1 | hard 10% | 135 | 15.4 | Bull | 13.8 | 4.12 | 3.2 | 97 | 1 | 40 | 31 | false | Buy | Add to core equity +1% | -15 | 1 | BrokerD | MKT | 96 | null | null | Normal monitoring | -42 | -18 | -9 | 4 | false | Tighten stops on momentum names |
P1094 | Active | Trust | USD | 2024-09-08 | 1,569,954 | 111,656 | 1,458,298 | 1.09 | 64.6 | 25.4 | 0 | 9.9 | IEF:28.8%;XLF:28.8%;GLD:13.6%;HYG:28.8% | US:70.2;EU:8.3;APAC:7.3;EM:12.7;Other:1.5 | Value:+0.6;Growth:-0.6;Quality:+0.5;Size:-0.5;Momentum:+0.7;LowVol:+0.1 | null | 10 | 35 | 5.7 | trailing 9% | 122 | 21.8 | Bear | 28.1 | 4.09 | 2.4 | 187 | -56 | 25 | 74 | true | Rebalance | Rebalance back to target bands | 6 | -2 | BrokerC | MKT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 117 | -40 | 245 | 3 | false | Tighten stops on momentum names |
P1095 | Opportunistic | Taxable | USD | 2025-12-07 | 666,787 | 48,389 | 618,398 | 1 | 67.5 | 12.6 | 14.8 | 5.1 | VTI:35.4%;BRK.B:29.3%;XLF:35.4% | US:60.4;EU:18.7;APAC:7.8;EM:8.7;Other:4.4 | Value:+0.9;Growth:-0.7;Quality:-0.5;Size:-0.4;Momentum:+0.7;LowVol:-0.6 | null | 7 | 25 | 6.9 | trailing 9% | 165 | 23.7 | Bull | 17 | 4.66 | 2.5 | 83 | 24 | 51 | 47 | false | Rebalance | Shift +1% to bonds from equity | 19 | 11 | BrokerC | MKT | 94 | null | null | Normal monitoring | -12 | 11 | 20 | 4 | false | Increase defensive factor exposure |
P1096 | Cautious | Trust | USD | 2025-12-17 | 819,709 | 104,440 | 715,269 | 1 | 35.4 | 43.5 | 10.1 | 10.9 | XLF:25.8%;HYG:27.0%;TLT:20.1%;AAPL:27.0% | US:66.0;EU:15.3;APAC:7.5;EM:10.8;Other:0.4 | Value:+0.3;Growth:0.0;Quality:+0.3;Size:-0.8;Momentum:-0.1;LowVol:+0.8 | ESGOnly;NoMargin | 5 | 25 | 5.9 | trailing 10% | 118 | 13.3 | Bull | 15.8 | 3.66 | 3.1 | 114 | 107 | 90 | 35 | false | Rebalance | Shift +1% to bonds from equity | -9 | -13 | BrokerC | MKT | 98 | null | null | Normal monitoring | 17 | -4 | 79 | 3 | false | Increase defensive factor exposure |
P1097 | Hands-off | 401k | USD | 2024-09-05 | 417,651 | 17,550 | 400,101 | 1 | 67.5 | 27.2 | 0 | 5.3 | BND:26.8%;QQQ:26.8%;VTI:19.5%;AMZN:26.8% | US:66.6;EU:16.2;APAC:9.6;EM:6.7;Other:0.9 | Value:+0.6;Growth:-0.5;Quality:-0.4;Size:-0.2;Momentum:+0.6;LowVol:-0.8 | NoDerivatives | 8 | 25 | 6 | trailing 10% | 95 | 16.3 | Bull | 13.4 | 4.47 | 2.6 | 87 | 12 | 64 | 43 | false | Buy | Add to core equity +1% | -2 | -9 | BrokerD | MKT | 85 | null | null | Normal monitoring | -45 | 12 | 57 | 3 | false | Tax-aware sells next window |
P1098 | Hands-off | Roth | USD | 2025-10-20 | 411,566 | 32,015 | 379,551 | 1 | 57.4 | 20.9 | 16.1 | 5.6 | VNQ:19.7%;MUB:22.5%;BRK.B:12.9%;VOO:22.5%;AAPL:22.5% | US:74.7;EU:5.7;APAC:6.3;EM:10.8;Other:2.6 | Value:0.0;Growth:-0.9;Quality:+0.7;Size:+0.9;Momentum:-0.3;LowVol:-0.5 | ESGOnly | 5 | 30 | 5.7 | trailing 10% | 135 | 14.4 | Bull | 11.6 | 4.62 | 2.9 | 101 | 29 | 71 | 28 | false | Rebalance | Shift +1% to bonds from equity | 30 | 8 | BrokerA | LMT | 90 | null | null | Normal monitoring | 91 | -41 | 84 | 3 | false | Tighten stops on momentum names |
P1099 | Active | Roth | USD | 2025-01-22 | 1,952,315 | 179,707 | 1,772,608 | 1 | 63.9 | 26.3 | 2.7 | 7.1 | MUB:33.3%;VNQ:33.3%;AAPL:33.3% | US:56.9;EU:20.2;APAC:7.2;EM:11.4;Other:4.4 | Value:+0.8;Growth:+0.7;Quality:+0.8;Size:-0.9;Momentum:-0.8;LowVol:+0.1 | MaxPos5%;NoDerivatives | 10 | 35 | 4.2 | trailing 8% | 149 | 23.2 | Volatile | 24.4 | 3.93 | 3.6 | 142 | -56 | 31 | 72 | true | Hedge | Buy index puts 1% notional | -4 | 15 | BrokerB | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 119 | -56 | 199 | 2 | false | Within IPS guidelines |
P1100 | Cautious | Taxable | USD | 2025-04-23 | 875,318 | 93,912 | 781,406 | 1 | 43.9 | 42.2 | 0 | 13.9 | AAPL:21.4%;GLD:21.4%;HYG:21.4%;AMZN:14.3%;XLF:21.4% | US:61.8;EU:12.4;APAC:14.1;EM:7.1;Other:4.6 | Value:-0.5;Growth:0.0;Quality:-0.2;Size:-0.1;Momentum:+0.2;LowVol:-0.5 | NoMargin | 8 | 25 | 4.6 | trailing 8% | 127 | 18.8 | Bull | 14.6 | 4.88 | 3.5 | 98 | 45 | 71 | 30 | false | Hedge | Add TLT +1% as duration hedge | 22 | -26 | BrokerB | MKT | 96 | null | null | Normal monitoring | 54 | -18 | 102 | 4 | false | Tax-aware sells next window |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.