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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1101 | Opportunistic | Roth | USD | 2025-04-19 | 499,178 | 15,996 | 483,182 | 1.12 | 73.1 | 13.9 | 4.2 | 8.8 | AAPL:20.2%;HYG:23.1%;MSFT:16.8%;VOO:16.8%;XLF:23.1% | US:69.0;EU:12.4;APAC:12.6;EM:3.1;Other:2.9 | Value:+0.5;Growth:-1.0;Quality:-0.2;Size:+0.8;Momentum:-0.2;LowVol:+0.5 | MaxPos5% | 10 | 35 | 4.4 | trailing 7% | 214 | 31.7 | Sideways | 15.2 | 4.93 | 2.3 | 116 | 35 | 71 | 56 | false | Buy | Add to core equity +1% | 0 | 3 | BrokerA | LMT | 87 | null | null | Normal monitoring | -52 | 16 | -4 | 3 | false | Increase defensive factor exposure |
P1102 | Hands-off | Taxable | USD | 2025-08-06 | 871,459 | 63,047 | 808,412 | 1 | 60.7 | 24.1 | 7.1 | 8.1 | QQQ:33.9%;MUB:32.1%;AAPL:33.9% | US:67.5;EU:8.5;APAC:13.0;EM:9.3;Other:1.7 | Value:+0.3;Growth:-0.4;Quality:-0.3;Size:-0.9;Momentum:+0.4;LowVol:+0.1 | MaxPos8% | 5 | 25 | 3.9 | trailing 10% | 96 | 17.1 | Bull | 15.8 | 4.11 | 2.9 | 97 | 51 | 73 | 49 | false | Buy | Add to core equity +1% | -3 | -15 | BrokerA | MKT | 95 | null | null | Normal monitoring | 29 | 8 | 14 | 5 | false | Within IPS guidelines |
P1103 | Opportunistic | 401k | USD | 2025-03-20 | 770,947 | 37,730 | 733,217 | 1.07 | 69 | 11.4 | 11 | 8.7 | MUB:33.3%;VOO:33.3%;BND:33.3% | US:66.6;EU:10.1;APAC:12.8;EM:9.8;Other:0.7 | Value:+0.4;Growth:-0.7;Quality:+0.6;Size:+0.9;Momentum:-0.6;LowVol:+0.8 | NoDerivatives | 10 | 30 | 4.2 | hard 12% | 171 | 32.2 | Bear | 24.6 | 3.86 | 1.2 | 147 | 10 | 69 | 76 | true | Hedge | Buy index puts 1% notional | 21 | -5 | BrokerA | MKT | 87 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 93 | -28 | 74 | 2 | false | Tax-aware sells next window |
P1104 | Active | Trust | USD | 2024-12-17 | 839,033 | 67,508 | 771,525 | 1 | 56.1 | 29.8 | 6.6 | 7.5 | TLT:33.3%;VOO:33.3%;IEF:33.3% | US:74.5;EU:5.6;APAC:6.2;EM:9.7;Other:4.0 | Value:+1.0;Growth:+0.8;Quality:+1.0;Size:+0.2;Momentum:+0.4;LowVol:+0.9 | null | 10 | 35 | 4.3 | trailing 9% | 189 | 18.4 | Bear | 25.1 | 3.44 | 2.4 | 220 | -10 | 51 | 61 | false | Rebalance | Shift +1% to bonds from equity | 1 | -25 | BrokerC | MKT | 87 | null | null | Normal monitoring | 111 | -36 | 151 | 3 | false | Tighten stops on momentum names |
P1105 | Systematic | 401k | USD | 2025-01-22 | 1,504,019 | 133,015 | 1,371,004 | 1 | 55 | 28 | 10.1 | 6.9 | VTI:15.5%;AAPL:28.2%;BND:28.2%;QQQ:28.2% | US:55.6;EU:21.4;APAC:8.7;EM:12.8;Other:1.5 | Value:+0.6;Growth:-1.0;Quality:+0.2;Size:-0.7;Momentum:+0.1;LowVol:-0.2 | NoDerivatives | 7 | 25 | 4.9 | trailing 8% | 225 | 20.8 | Bear | 29.1 | 4.19 | 1.5 | 190 | -57 | 33 | 80 | true | Rebalance | Rebalance back to target bands | -11 | -11 | BrokerB | LMT | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -21 | -10 | 26 | 5 | false | Increase defensive factor exposure |
P1106 | Opportunistic | IRA | USD | 2025-02-23 | 459,705 | 22,527 | 437,178 | 1 | 60.9 | 13.9 | 18.6 | 6.6 | IEF:27.1%;QQQ:27.1%;TLT:18.6%;AMZN:27.1% | US:64.7;EU:17.2;APAC:8.8;EM:8.0;Other:1.3 | Value:+0.5;Growth:+0.5;Quality:-0.9;Size:+0.9;Momentum:+0.8;LowVol:+0.1 | NoDerivatives | 10 | 30 | 6.6 | hard 12% | 225 | 27.2 | Volatile | 24.4 | 4.33 | 4 | 148 | -30 | 46 | 67 | false | Rebalance | Shift +1% to bonds from equity | 23 | 14 | BrokerA | LMT | 85 | null | null | Normal monitoring | -8 | -8 | 32 | 4 | false | Tax-aware sells next window |
P1107 | Hands-off | 401k | USD | 2025-01-15 | 299,095 | 18,058 | 281,037 | 1 | 60.5 | 24.7 | 5.8 | 9 | MUB:33.3%;VNQ:33.3%;GLD:33.3% | US:62.5;EU:11.4;APAC:14.1;EM:8.1;Other:3.9 | Value:+0.8;Growth:+0.9;Quality:0.0;Size:+0.3;Momentum:-0.5;LowVol:+0.9 | null | 5 | 35 | 4.8 | trailing 8% | 151 | 15.9 | Bear | 28.1 | 3.62 | 2.1 | 170 | -5 | 36 | 68 | false | NoAction | Within bands; monitor | 13 | -24 | BrokerB | MKT | 0 | null | null | Normal monitoring | 103 | -11 | 136 | 4 | false | Tighten stops on momentum names |
P1108 | Cautious | IRA | USD | 2024-07-15 | 190,949 | 18,380 | 172,569 | 1 | 36.5 | 40.7 | 6.8 | 16 | GLD:25.7%;TLT:22.8%;AMZN:25.7%;BND:25.7% | US:62.2;EU:18.8;APAC:6.6;EM:7.2;Other:5.2 | Value:-0.1;Growth:-0.3;Quality:-0.1;Size:+1.0;Momentum:-0.3;LowVol:+0.9 | NoMargin | 6 | 35 | 4.6 | trailing 8% | 95 | 16 | Bear | 23.2 | 3.34 | 1.6 | 168 | -18 | 31 | 43 | false | Rebalance | Shift +1% to bonds from equity | 23 | 8 | BrokerB | VWAP | 96 | null | null | Normal monitoring | -2 | -19 | 0 | 4 | false | Within IPS guidelines |
P1109 | Systematic | Roth | USD | 2025-09-16 | 840,713 | 77,344 | 763,369 | 1 | 57 | 26.2 | 7.1 | 9.8 | MSFT:33.3%;IEF:33.3%;QQQ:33.3% | US:70.8;EU:13.4;APAC:5.2;EM:6.6;Other:3.9 | Value:+0.8;Growth:-0.1;Quality:-0.3;Size:-0.2;Momentum:0.0;LowVol:+0.2 | null | 5 | 35 | 5.4 | hard 12% | 123 | 27.4 | Bear | 33.6 | 3.6 | 1.3 | 162 | 18 | 45 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 34 | -33 | BrokerB | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -27 | -5 | 86 | 2 | false | Tax-aware sells next window |
P1110 | Cautious | 401k | USD | 2024-11-10 | 153,642 | 18,335 | 135,307 | 1 | 45 | 35.8 | 2.8 | 16.4 | VOO:33.3%;GLD:33.3%;IEF:33.3% | US:61.5;EU:14.8;APAC:12.3;EM:9.5;Other:1.9 | Value:+0.6;Growth:-0.3;Quality:+1.0;Size:-0.9;Momentum:+0.4;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 3.4 | trailing 8% | 115 | 19.4 | Sideways | 14.9 | 3.78 | 3.3 | 129 | 11 | 51 | 33 | false | Rebalance | Shift +1% to bonds from equity | 20 | -8 | BrokerB | MKT | 85 | null | null | Normal monitoring | 93 | -35 | 106 | 5 | false | Tax-aware sells next window |
P1111 | Cautious | Trust | USD | 2025-03-30 | 240,202 | 25,602 | 214,600 | 1 | 51.3 | 33.5 | 0.9 | 14.3 | AMZN:28.4%;BRK.B:21.6%;AAPL:21.6%;IEF:28.4% | US:65.7;EU:7.8;APAC:15.5;EM:8.7;Other:2.4 | Value:0.0;Growth:+0.8;Quality:-0.7;Size:+0.2;Momentum:-0.7;LowVol:-0.1 | NoMargin | 8 | 30 | 5.4 | trailing 8% | 155 | 16.1 | Bull | 14.5 | 4.64 | 2.6 | 113 | 72 | 82 | 35 | true | Hedge | Buy index puts 1% notional | 31 | 9 | BrokerD | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -11 | 1 | -16 | 5 | false | Increase defensive factor exposure |
P1112 | Systematic | Roth | USD | 2025-03-22 | 1,794,004 | 145,267 | 1,648,737 | 1 | 59.1 | 27.4 | 7 | 6.5 | GLD:21.3%;MUB:11.1%;TSLA:18.2%;VNQ:21.3%;HYG:16.4%;MSFT:11.7% | US:73.1;EU:7.9;APAC:5.7;EM:9.7;Other:3.7 | Value:-0.6;Growth:+0.8;Quality:-0.7;Size:-0.8;Momentum:-0.4;LowVol:-1.0 | null | 10 | 25 | 5.8 | trailing 8% | 151 | 19.1 | Bull | 14 | 4.65 | 2.5 | 90 | 45 | 74 | 40 | false | Buy | Add to core equity +1% | 11 | 10 | BrokerA | LMT | 89 | null | null | Normal monitoring | -22 | -38 | -5 | 3 | false | Within IPS guidelines |
P1113 | Hands-off | 401k | USD | 2024-12-24 | 895,942 | 58,188 | 837,754 | 1 | 60.4 | 22.2 | 11 | 6.3 | VNQ:10.5%;VOO:21.1%;HYG:16.6%;BRK.B:14.0%;TLT:21.1%;GLD:16.6% | US:71.0;EU:16.4;APAC:5.6;EM:6.1;Other:0.8 | Value:+0.9;Growth:+0.6;Quality:+0.7;Size:-0.9;Momentum:-0.9;LowVol:-0.5 | null | 5 | 35 | 3.1 | hard 10% | 90 | 14.7 | Sideways | 16.9 | 3.77 | 2.9 | 133 | 11 | 48 | 49 | false | Rebalance | Shift +1% to bonds from equity | 30 | -7 | BrokerD | MKT | 87 | null | null | Normal monitoring | 36 | -45 | 10 | 4 | false | Monitor dispersion and breadth |
P1114 | Cautious | Roth | USD | 2025-11-05 | 456,669 | 65,433 | 391,236 | 1 | 49.4 | 32 | 4 | 14.6 | VNQ:31.0%;XLF:34.5%;BND:34.5% | US:65.5;EU:17.2;APAC:9.2;EM:7.7;Other:0.3 | Value:-0.6;Growth:-0.5;Quality:+0.2;Size:-0.0;Momentum:-0.4;LowVol:-1.0 | ESGOnly;MaxPos5%;NoMargin | 10 | 35 | 3 | trailing 10% | 90 | 17.7 | Bull | 14.6 | 3.96 | 2.6 | 82 | 80 | 82 | 28 | false | Rebalance | Shift +1% to bonds from equity | 16 | -40 | BrokerC | MKT | 87 | null | null | Normal monitoring | 41 | 16 | 45 | 3 | false | Within IPS guidelines |
P1115 | Active | Roth | USD | 2025-08-23 | 694,467 | 71,519 | 622,948 | 1 | 66.6 | 23.9 | 0 | 9.6 | AMZN:20.5%;BRK.B:26.5%;VTI:26.5%;IEF:26.5% | US:66.9;EU:16.4;APAC:11.4;EM:4.3;Other:1.0 | Value:0.0;Growth:+0.7;Quality:-0.5;Size:-0.1;Momentum:-0.9;LowVol:+0.5 | MaxPos6% | 5 | 30 | 5.2 | trailing 9% | 144 | 18.6 | Bull | 15.8 | 4.81 | 2.9 | 70 | 61 | 79 | 49 | false | Rebalance | Shift +1% to bonds from equity | -15 | -34 | BrokerB | MKT | 88 | null | null | Normal monitoring | 1 | -57 | -32 | 4 | false | Tighten stops on momentum names |
P1116 | Active | Trust | USD | 2024-09-09 | 1,503,205 | 159,137 | 1,344,068 | 1.21 | 67.1 | 22.4 | 5.4 | 5 | VOO:26.3%;MSFT:21.1%;BRK.B:26.3%;MUB:26.3% | US:69.7;EU:7.4;APAC:11.6;EM:10.1;Other:1.2 | Value:-0.0;Growth:-0.5;Quality:+0.4;Size:-0.0;Momentum:+0.2;LowVol:+0.1 | null | 10 | 25 | 4 | trailing 8% | 198 | 27.4 | Bear | 30.7 | 3.58 | 1.2 | 214 | -119 | 5 | 91 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -39 | BrokerC | MKT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 88 | -37 | 214 | 5 | true | Within IPS guidelines |
P1117 | Cautious | Roth | USD | 2024-07-05 | 894,525 | 113,200 | 781,325 | 1 | 39.1 | 43 | 5.4 | 12.5 | TLT:25.6%;IEF:25.6%;MSFT:23.1%;MUB:25.6% | US:61.1;EU:17.0;APAC:13.3;EM:7.8;Other:0.7 | Value:+0.8;Growth:-0.8;Quality:+0.2;Size:-0.6;Momentum:+0.4;LowVol:-0.3 | ESGOnly;NoMargin | 8 | 30 | 5.8 | hard 10% | 142 | 12.7 | Sideways | 18.9 | 3.88 | 2 | 123 | 6 | 52 | 32 | false | NoAction | Within bands; monitor | 24 | -13 | BrokerD | MKT | 0 | null | null | Normal monitoring | 7 | -52 | 82 | 4 | false | Tighten stops on momentum names |
P1118 | Opportunistic | 401k | USD | 2025-01-11 | 951,259 | 56,425 | 894,834 | 1 | 62.1 | 10.4 | 23.2 | 4.2 | MSFT:33.3%;TSLA:33.3%;AAPL:33.3% | US:76.6;EU:8.0;APAC:9.2;EM:5.5;Other:0.6 | Value:-0.4;Growth:+0.1;Quality:+0.9;Size:+0.6;Momentum:-0.3;LowVol:0.0 | null | 8 | 30 | 5.4 | trailing 7% | 174 | 22.6 | Sideways | 15 | 4.96 | 3.1 | 110 | -27 | 28 | 54 | true | Hedge | Buy index puts 1% notional | 14 | -22 | BrokerD | MKT | 95 | RegimeShift | Pause | Volatility spike and breadth deterioration | 14 | -17 | -1 | 2 | false | Monitor dispersion and breadth |
P1119 | Systematic | Roth | USD | 2025-05-08 | 916,632 | 60,477 | 856,155 | 1 | 61.5 | 29.7 | 0 | 8.8 | HYG:14.7%;TLT:20.5%;BRK.B:6.9%;MSFT:20.5%;TSLA:17.5%;VTI:19.9% | US:57.3;EU:20.1;APAC:9.6;EM:11.5;Other:1.5 | Value:-0.7;Growth:-0.9;Quality:-0.1;Size:-0.1;Momentum:-0.7;LowVol:-0.1 | NoDerivatives | 8 | 25 | 5.5 | trailing 9% | 168 | 25.2 | Bear | 26.3 | 3.31 | 2.2 | 135 | -46 | 41 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | -39 | BrokerC | LMT | 89 | VAR>budget | Hedge | Risk above budget threshold | 116 | -49 | 214 | 5 | false | Tighten stops on momentum names |
P1120 | Systematic | 401k | USD | 2025-06-05 | 705,556 | 53,926 | 651,630 | 1 | 61.2 | 32.6 | 0 | 6.2 | BRK.B:14.7%;TLT:28.4%;VTI:28.4%;MSFT:28.4% | US:70.8;EU:8.3;APAC:10.7;EM:9.7;Other:0.5 | Value:-0.7;Growth:-0.9;Quality:-0.6;Size:+0.2;Momentum:-0.4;LowVol:-0.2 | null | 10 | 30 | 4.8 | hard 12% | 202 | 20.4 | Volatile | 29.6 | 3.85 | 2.7 | 128 | 7 | 62 | 68 | false | Hedge | Add TLT +1% as duration hedge | -1 | -30 | BrokerA | LMT | 87 | null | null | Normal monitoring | 25 | -19 | 9 | 3 | false | Increase defensive factor exposure |
P1121 | Hands-off | 401k | USD | 2025-07-05 | 405,587 | 18,099 | 387,488 | 1 | 60.6 | 20.1 | 12.2 | 7.2 | MUB:33.6%;GLD:33.6%;IEF:32.7% | US:67.5;EU:6.9;APAC:12.8;EM:10.0;Other:2.8 | Value:+0.5;Growth:+0.2;Quality:-0.9;Size:+0.6;Momentum:-0.7;LowVol:+1.0 | ESGOnly | 6 | 35 | 3.9 | trailing 8% | 107 | 19.2 | Volatile | 22.5 | 4.34 | 2.9 | 152 | -28 | 26 | 61 | false | Rebalance | Shift +1% to bonds from equity | -7 | -31 | BrokerB | MKT | 94 | null | null | Normal monitoring | 35 | -31 | 101 | 3 | false | Within IPS guidelines |
P1122 | Active | IRA | USD | 2024-08-18 | 2,247,822 | 168,476 | 2,079,346 | 1 | 58.1 | 19.3 | 13.2 | 9.4 | AMZN:10.2%;BND:21.5%;TSLA:17.7%;QQQ:21.5%;GLD:15.1%;AAPL:14.0% | US:80.6;EU:6.2;APAC:7.9;EM:4.3;Other:0.9 | Value:-0.1;Growth:+0.6;Quality:-0.2;Size:0.0;Momentum:-0.4;LowVol:+0.8 | null | 5 | 25 | 6 | trailing 9% | 205 | 23.8 | Bear | 23.9 | 4.4 | 1.2 | 157 | -53 | 8 | 55 | false | Rebalance | Shift +1% to bonds from equity | 33 | -36 | BrokerB | MKT | 96 | null | null | Normal monitoring | -60 | -7 | -79 | 3 | false | Within IPS guidelines |
P1123 | Active | Roth | USD | 2025-03-10 | 508,856 | 48,462 | 460,394 | 1.21 | 61.7 | 25.7 | 3.9 | 8.7 | GLD:20.8%;QQQ:20.8%;BRK.B:15.8%;AMZN:6.2%;XLF:20.8%;TSLA:15.5% | US:77.0;EU:8.0;APAC:6.2;EM:7.1;Other:1.7 | Value:-0.1;Growth:+0.3;Quality:+0.1;Size:+0.9;Momentum:-0.9;LowVol:-0.6 | null | 5 | 25 | 4 | trailing 9% | 180 | 27 | Sideways | 17.2 | 4.21 | 2.9 | 110 | 54 | 84 | 59 | false | Buy | Add to core equity +1% | -4 | 3 | BrokerC | MKT | 93 | null | null | Normal monitoring | 19 | -56 | -18 | 5 | false | Tax-aware sells next window |
P1124 | Hands-off | Taxable | USD | 2024-09-27 | 836,449 | 70,649 | 765,800 | 1 | 71 | 24 | 0 | 5 | MUB:17.0%;VTI:20.8%;VOO:20.8%;GLD:20.8%;AAPL:20.8% | US:72.5;EU:6.9;APAC:4.8;EM:11.3;Other:4.5 | Value:-0.3;Growth:+0.6;Quality:+0.6;Size:-0.7;Momentum:+0.6;LowVol:+0.2 | NoDerivatives | 6 | 25 | 5.5 | trailing 8% | 142 | 13.2 | Bull | 13.8 | 3.93 | 2.8 | 96 | 40 | 65 | 50 | true | Hedge | Buy index puts 1% notional | 23 | -21 | BrokerB | MKT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 114 | -46 | 217 | 2 | false | Tighten stops on momentum names |
P1125 | Cautious | 401k | USD | 2025-08-21 | 184,104 | 17,518 | 166,586 | 1 | 46.9 | 38.7 | 0 | 14.3 | VOO:12.3%;HYG:11.4%;AMZN:25.4%;BND:25.4%;GLD:25.4% | US:71.5;EU:9.4;APAC:6.9;EM:10.5;Other:1.7 | Value:-0.2;Growth:-0.9;Quality:+0.4;Size:+0.9;Momentum:-0.9;LowVol:+0.2 | NoDerivatives;NoMargin | 6 | 35 | 3.5 | trailing 8% | 120 | 19.3 | Volatile | 25.6 | 5.47 | 2.8 | 116 | 69 | 94 | 69 | false | Rebalance | Shift +1% to bonds from equity | -13 | 10 | BrokerC | MKT | 94 | null | null | Normal monitoring | 82 | -9 | 154 | 3 | false | Tighten stops on momentum names |
P1126 | Hands-off | Trust | USD | 2024-08-04 | 204,085 | 12,274 | 191,811 | 1 | 65.4 | 27.4 | 0 | 7.2 | VOO:25.0%;BND:25.0%;VTI:25.0%;TSLA:25.0% | US:72.9;EU:7.5;APAC:13.5;EM:5.5;Other:0.6 | Value:-0.1;Growth:+0.4;Quality:+0.5;Size:+0.2;Momentum:+0.2;LowVol:-1.0 | ESGOnly | 8 | 30 | 4.8 | trailing 8% | 129 | 14.7 | Bull | 12.7 | 4.33 | 2.5 | 77 | 92 | 100 | 54 | false | Buy | Add to core equity +1% | 23 | -2 | BrokerB | LMT | 98 | null | null | Normal monitoring | 95 | -57 | 114 | 3 | false | Increase defensive factor exposure |
P1127 | Opportunistic | Taxable | USD | 2025-08-19 | 849,591 | 32,286 | 817,305 | 1.18 | 67 | 19.5 | 5.1 | 8.5 | IEF:33.3%;MUB:33.3%;MSFT:33.3% | US:69.1;EU:10.4;APAC:11.1;EM:8.1;Other:1.3 | Value:-1.0;Growth:+0.4;Quality:+0.7;Size:+0.6;Momentum:+0.8;LowVol:-0.8 | MaxPos5%;NoDerivatives | 8 | 25 | 4.8 | trailing 7% | 214 | 33.6 | Bull | 15.4 | 4.32 | 2.3 | 103 | 39 | 79 | 61 | false | Buy | Add to core equity +1% | 9 | -18 | BrokerC | LMT | 87 | null | null | Normal monitoring | 81 | -51 | 152 | 3 | false | Monitor dispersion and breadth |
P1128 | Systematic | IRA | USD | 2025-08-21 | 1,392,527 | 129,503 | 1,263,024 | 1 | 61.8 | 24.8 | 3.4 | 10 | MSFT:25.0%;HYG:25.0%;VOO:25.0%;AAPL:25.0% | US:78.1;EU:7.0;APAC:6.8;EM:5.4;Other:2.6 | Value:-0.0;Growth:-0.1;Quality:+0.6;Size:+1.0;Momentum:-0.7;LowVol:-0.8 | null | 5 | 35 | 5.3 | trailing 8% | 223 | 21.8 | Bull | 17.9 | 4.61 | 2.3 | 110 | 62 | 86 | 57 | false | Buy | Add to core equity +1% | -12 | 11 | BrokerC | LMT | 85 | null | null | Normal monitoring | -30 | -28 | 8 | 4 | false | Monitor dispersion and breadth |
P1129 | Systematic | Taxable | USD | 2025-10-19 | 1,841,695 | 134,064 | 1,707,631 | 1 | 57.8 | 26.8 | 7.2 | 8.2 | MSFT:33.3%;TSLA:33.3%;VNQ:33.3% | US:60.8;EU:14.4;APAC:12.7;EM:10.8;Other:1.3 | Value:+0.4;Growth:-0.5;Quality:+0.6;Size:-0.1;Momentum:-0.1;LowVol:-0.9 | null | 7 | 30 | 4.1 | trailing 8% | 150 | 19.3 | Bull | 15.4 | 4.46 | 2.3 | 73 | 60 | 82 | 44 | false | NoAction | Within bands; monitor | 22 | -39 | BrokerA | LMT | 88 | null | null | Normal monitoring | 65 | -45 | 35 | 4 | false | Monitor dispersion and breadth |
P1130 | Cautious | IRA | USD | 2025-08-01 | 352,496 | 32,035 | 320,461 | 1 | 45.6 | 32.8 | 7.8 | 13.8 | BND:37.2%;AMZN:25.6%;MUB:37.2% | US:62.2;EU:11.4;APAC:13.4;EM:9.3;Other:3.7 | Value:+0.8;Growth:+0.3;Quality:+0.9;Size:-0.3;Momentum:+0.4;LowVol:+0.8 | MaxPos5%;NoDerivatives;NoMargin | 5 | 35 | 5 | trailing 8% | 140 | 12.8 | Volatile | 22.1 | 3.61 | 4.3 | 134 | -9 | 30 | 44 | false | Sell | Trim extended winner -1% | 16 | -32 | BrokerC | MKT | 85 | null | null | Normal monitoring | 103 | -52 | 127 | 3 | false | Monitor dispersion and breadth |
P1131 | Cautious | Taxable | USD | 2025-09-07 | 230,328 | 34,888 | 195,440 | 1 | 36.8 | 39 | 11.4 | 12.9 | AMZN:20.9%;TSLA:20.0%;BND:21.8%;BRK.B:20.5%;AAPL:16.8% | US:71.3;EU:7.2;APAC:13.3;EM:5.6;Other:2.5 | Value:-0.6;Growth:+0.8;Quality:-0.2;Size:-0.9;Momentum:+0.8;LowVol:+0.8 | MaxPos8%;NoDerivatives;NoMargin | 8 | 30 | 4 | trailing 8% | 125 | 17 | Sideways | 20.7 | 4.73 | 2.2 | 138 | -12 | 50 | 47 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | 1 | BrokerD | LMT | 91 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 73 | -40 | 211 | 2 | false | Tighten stops on momentum names |
P1132 | Systematic | Trust | USD | 2025-02-05 | 1,412,920 | 92,043 | 1,320,877 | 1 | 61.9 | 29 | 0 | 9.1 | IEF:33.3%;HYG:33.3%;VTI:33.3% | US:62.8;EU:14.4;APAC:11.7;EM:6.7;Other:4.3 | Value:+0.9;Growth:+0.7;Quality:+0.7;Size:+0.2;Momentum:-0.3;LowVol:+0.1 | null | 6 | 30 | 5.6 | trailing 8% | 133 | 25.8 | Sideways | 20 | 3.56 | 3 | 139 | 37 | 80 | 53 | false | Rebalance | Shift +1% to bonds from equity | 9 | -21 | BrokerC | LMT | 92 | null | null | Normal monitoring | 63 | -14 | 121 | 3 | false | Within IPS guidelines |
P1133 | Active | Trust | USD | 2025-10-07 | 2,416,749 | 175,291 | 2,241,458 | 1 | 69.5 | 20 | 0.9 | 9.6 | QQQ:18.7%;HYG:14.3%;XLF:26.8%;BND:26.8%;IEF:13.3% | US:55.4;EU:17.2;APAC:13.5;EM:10.0;Other:3.9 | Value:+0.4;Growth:+0.5;Quality:-0.1;Size:+0.1;Momentum:+0.9;LowVol:-0.7 | null | 10 | 30 | 5.6 | hard 12% | 154 | 22.7 | Bull | 17.4 | 4.35 | 2.7 | 97 | 42 | 69 | 48 | false | Buy | Add to core equity +1% | 29 | -24 | BrokerD | MKT | 89 | null | null | Normal monitoring | 0 | -17 | -29 | 3 | false | Tax-aware sells next window |
P1134 | Hands-off | Roth | USD | 2025-07-02 | 415,814 | 41,473 | 374,341 | 1 | 68.7 | 20.5 | 4.9 | 5.9 | QQQ:27.9%;MSFT:27.9%;AAPL:25.8%;HYG:18.4% | US:76.2;EU:9.9;APAC:6.7;EM:7.0;Other:0.2 | Value:+0.2;Growth:-0.9;Quality:-0.1;Size:+0.6;Momentum:-0.0;LowVol:-0.0 | ESGOnly;MaxPos8% | 8 | 30 | 3.9 | hard 10% | 111 | 19.5 | Sideways | 19 | 3.86 | 3.1 | 105 | -21 | 45 | 54 | false | Buy | Add to core equity +1% | 0 | -21 | BrokerD | MKT | 91 | null | null | Normal monitoring | -29 | -13 | 6 | 4 | false | Tax-aware sells next window |
P1135 | Hands-off | Trust | USD | 2024-11-16 | 471,096 | 41,375 | 429,721 | 1 | 67.7 | 27.4 | 0 | 4.9 | AAPL:15.6%;TSLA:18.5%;IEF:11.9%;TLT:19.7%;MSFT:18.4%;VNQ:15.9% | US:72.2;EU:7.0;APAC:7.9;EM:9.3;Other:3.6 | Value:+0.7;Growth:-0.6;Quality:+0.7;Size:-0.2;Momentum:-0.2;LowVol:+0.4 | ESGOnly | 6 | 25 | 5.2 | trailing 8% | 96 | 18.4 | Volatile | 21.5 | 3.51 | 4 | 115 | -43 | 24 | 61 | false | Rebalance | Shift +1% to bonds from equity | 33 | 2 | BrokerC | LMT | 92 | null | null | Normal monitoring | 80 | -15 | 109 | 3 | false | Increase defensive factor exposure |
P1136 | Hands-off | Trust | USD | 2025-04-15 | 777,043 | 39,632 | 737,411 | 1 | 65.7 | 17.5 | 8 | 8.8 | AAPL:19.0%;QQQ:15.7%;IEF:24.7%;TSLA:24.7%;MSFT:15.8% | US:68.0;EU:14.7;APAC:11.4;EM:5.0;Other:0.8 | Value:-0.6;Growth:-0.8;Quality:-0.0;Size:-0.4;Momentum:+0.6;LowVol:+0.6 | MaxPos5% | 10 | 25 | 3.2 | hard 10% | 94 | 12.9 | Bull | 17.1 | 3.92 | 2.1 | 112 | 45 | 85 | 49 | false | Rebalance | Shift +1% to bonds from equity | 8 | -6 | BrokerB | MKT | 96 | null | null | Normal monitoring | 106 | -53 | 125 | 4 | false | Tax-aware sells next window |
P1137 | Hands-off | IRA | USD | 2024-10-16 | 658,680 | 30,757 | 627,923 | 1 | 66.7 | 26.6 | 0 | 6.7 | MUB:26.2%;TLT:21.3%;VTI:26.2%;AAPL:26.2% | US:66.9;EU:16.8;APAC:7.6;EM:8.5;Other:0.2 | Value:+0.8;Growth:-0.5;Quality:-0.7;Size:-0.6;Momentum:-0.8;LowVol:+0.3 | MaxPos7% | 5 | 25 | 5.8 | trailing 8% | 139 | 19.3 | Bear | 34.7 | 4.03 | 1.3 | 218 | -38 | 45 | 86 | true | Rebalance | Rebalance back to target bands | -9 | -37 | BrokerD | MKT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 41 | -4 | 7 | 2 | false | Tighten stops on momentum names |
P1138 | Systematic | Trust | USD | 2024-07-22 | 1,750,136 | 165,177 | 1,584,959 | 1 | 57.8 | 26.1 | 6.4 | 9.8 | BND:10.0%;GLD:12.5%;TSLA:20.8%;AAPL:19.9%;VTI:16.0%;MSFT:20.8% | US:66.2;EU:6.5;APAC:14.3;EM:10.9;Other:2.1 | Value:-0.2;Growth:+0.9;Quality:+0.3;Size:+0.3;Momentum:-0.1;LowVol:+0.2 | MaxPos6%;NoDerivatives | 7 | 30 | 4.7 | hard 12% | 225 | 20 | Bear | 27.4 | 3.43 | 1.6 | 142 | -19 | 31 | 79 | true | Hedge | Buy index puts 1% notional | 1 | 7 | BrokerC | LMT | 85 | VAR>budget | Hedge | Risk above budget threshold | -16 | -50 | 83 | 4 | false | Tax-aware sells next window |
P1139 | Hands-off | IRA | USD | 2025-04-04 | 318,699 | 19,576 | 299,123 | 1 | 71.3 | 16.5 | 5.1 | 7.1 | BRK.B:33.4%;VNQ:33.1%;BND:33.4% | US:71.4;EU:11.6;APAC:9.6;EM:4.1;Other:3.3 | Value:+0.3;Growth:+0.6;Quality:-0.9;Size:+0.3;Momentum:-0.0;LowVol:+0.4 | ESGOnly | 8 | 30 | 5.4 | trailing 8% | 112 | 16.4 | Volatile | 25 | 4.42 | 3.1 | 110 | -18 | 47 | 66 | true | Rebalance | Rebalance back to target bands | 11 | -36 | BrokerD | VWAP | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 12 | 3 | 122 | 3 | false | Monitor dispersion and breadth |
P1140 | Systematic | IRA | USD | 2025-10-29 | 1,688,632 | 87,084 | 1,601,548 | 1 | 61.3 | 30.7 | 2.9 | 5.1 | BRK.B:8.2%;MUB:20.4%;BND:23.8%;HYG:23.8%;VNQ:23.8% | US:67.9;EU:12.6;APAC:8.8;EM:8.9;Other:1.8 | Value:+0.5;Growth:+0.7;Quality:+0.1;Size:+0.7;Momentum:0.0;LowVol:+0.3 | MaxPos5% | 6 | 30 | 4.3 | hard 12% | 154 | 26.5 | Sideways | 18.6 | 3.85 | 2.4 | 103 | 25 | 59 | 54 | true | Hedge | Buy index puts 1% notional | 11 | 7 | BrokerA | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 22 | -23 | 52 | 3 | true | Within IPS guidelines |
P1141 | Hands-off | IRA | USD | 2024-12-04 | 276,516 | 19,284 | 257,232 | 1 | 70.9 | 23.4 | 0 | 5.7 | TSLA:20.2%;GLD:11.2%;QQQ:22.9%;AMZN:22.9%;XLF:22.8% | US:61.5;EU:15.1;APAC:12.8;EM:7.2;Other:3.4 | Value:-0.4;Growth:+0.1;Quality:+0.1;Size:+0.9;Momentum:+0.8;LowVol:-0.0 | ESGOnly;NoDerivatives | 5 | 25 | 3.3 | trailing 10% | 125 | 18.8 | Bull | 14.2 | 3.73 | 2.2 | 87 | 81 | 80 | 51 | false | Rebalance | Shift +1% to bonds from equity | 34 | 10 | BrokerB | LMT | 93 | null | null | Normal monitoring | -43 | -58 | 19 | 5 | false | Tighten stops on momentum names |
P1142 | Systematic | Trust | USD | 2025-03-31 | 1,621,628 | 80,735 | 1,540,893 | 1 | 60.7 | 29.7 | 0 | 9.6 | XLF:26.0%;AMZN:22.1%;MSFT:26.0%;HYG:26.0% | US:70.0;EU:15.2;APAC:10.9;EM:3.4;Other:0.5 | Value:+0.2;Growth:-0.3;Quality:+0.5;Size:-0.9;Momentum:+0.8;LowVol:+0.2 | MaxPos5% | 8 | 25 | 4.5 | trailing 9% | 151 | 25.3 | Sideways | 16.1 | 3.91 | 2.9 | 122 | 12 | 65 | 47 | false | Rebalance | Shift +1% to bonds from equity | 12 | -2 | BrokerD | LMT | 93 | null | null | Normal monitoring | 26 | -7 | -5 | 5 | false | Increase defensive factor exposure |
P1143 | Opportunistic | IRA | USD | 2025-02-07 | 1,300,420 | 50,049 | 1,250,371 | 1 | 65.1 | 13.9 | 15.8 | 5.3 | MSFT:14.5%;AAPL:9.0%;TSLA:18.5%;BRK.B:19.5%;VTI:20.3%;HYG:18.1% | US:80.5;EU:8.2;APAC:6.6;EM:3.9;Other:0.8 | Value:+0.5;Growth:+0.8;Quality:+0.7;Size:+0.8;Momentum:+0.8;LowVol:-1.0 | null | 7 | 35 | 6.5 | trailing 7% | 217 | 33.9 | Volatile | 28.1 | 4.61 | 4.2 | 130 | -7 | 47 | 68 | false | Rebalance | Shift +1% to bonds from equity | 18 | -6 | BrokerA | LMT | 93 | null | null | Normal monitoring | -48 | -38 | -61 | 3 | false | Monitor dispersion and breadth |
P1144 | Systematic | Trust | USD | 2025-09-06 | 1,695,715 | 105,811 | 1,589,904 | 1 | 64.7 | 29 | 1 | 5.2 | TSLA:29.6%;IEF:24.2%;VNQ:29.6%;TLT:16.5% | US:65.4;EU:13.2;APAC:11.6;EM:8.3;Other:1.5 | Value:-0.5;Growth:+0.1;Quality:+0.7;Size:+0.7;Momentum:+0.5;LowVol:+0.7 | NoDerivatives | 6 | 35 | 4.3 | trailing 9% | 180 | 16.9 | Sideways | 14.5 | 4.94 | 2.7 | 123 | 44 | 77 | 41 | false | Sell | Trim extended winner -1% | 24 | 1 | BrokerD | LMT | 98 | null | null | Normal monitoring | 16 | 11 | 132 | 5 | false | Increase defensive factor exposure |
P1145 | Active | Taxable | USD | 2025-05-05 | 899,606 | 69,877 | 829,729 | 1.24 | 58.9 | 18.7 | 13.9 | 8.6 | MUB:15.9%;MSFT:10.5%;XLF:10.6%;TSLA:19.6%;BND:21.7%;VOO:21.7% | US:60.9;EU:17.5;APAC:9.0;EM:8.5;Other:4.0 | Value:-0.8;Growth:-0.1;Quality:-0.2;Size:+0.9;Momentum:+0.5;LowVol:-0.6 | null | 5 | 30 | 4 | trailing 8% | 124 | 18.8 | Bear | 30.9 | 3.04 | 1.6 | 202 | -68 | 13 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | -6 | BrokerC | LMT | 96 | VAR>budget | Hedge | Risk above budget threshold | 97 | -20 | 184 | 2 | true | Within IPS guidelines |
P1146 | Systematic | Trust | USD | 2025-10-21 | 821,781 | 59,596 | 762,185 | 1 | 62.5 | 30.4 | 0 | 7.1 | MSFT:14.7%;MUB:22.5%;QQQ:22.5%;BND:17.9%;VOO:22.5% | US:69.3;EU:12.3;APAC:7.9;EM:7.6;Other:2.8 | Value:-0.6;Growth:+0.5;Quality:+0.2;Size:+0.5;Momentum:+0.9;LowVol:-0.1 | MaxPos6% | 6 | 35 | 5.9 | hard 12% | 139 | 25.2 | Sideways | 20.4 | 4.02 | 3.4 | 122 | 6 | 55 | 56 | false | Sell | Trim extended winner -1% | 25 | -11 | BrokerC | MKT | 100 | null | null | Normal monitoring | 56 | -12 | 52 | 3 | false | Increase defensive factor exposure |
P1147 | Hands-off | Roth | USD | 2024-10-28 | 787,566 | 35,039 | 752,527 | 1 | 65.2 | 26.2 | 0 | 8.6 | GLD:28.5%;BRK.B:28.5%;VNQ:28.5%;BND:14.5% | US:59.8;EU:15.7;APAC:15.3;EM:5.0;Other:4.2 | Value:-0.8;Growth:+0.2;Quality:0.0;Size:+0.7;Momentum:+0.9;LowVol:+0.9 | ESGOnly | 5 | 25 | 5 | trailing 8% | 103 | 12.3 | Bull | 17.3 | 3.84 | 2.9 | 119 | 8 | 60 | 48 | true | Rebalance | Rebalance back to target bands | 2 | -2 | BrokerD | MKT | 91 | VAR>budget | TightenStops | Risk above budget threshold | -58 | -25 | -55 | 5 | false | Increase defensive factor exposure |
P1148 | Cautious | 401k | USD | 2024-12-25 | 332,849 | 51,068 | 281,781 | 1 | 35.3 | 35.4 | 17.1 | 12.1 | VNQ:33.3%;QQQ:33.3%;VOO:33.3% | US:71.9;EU:6.6;APAC:6.6;EM:13.4;Other:1.6 | Value:-0.2;Growth:+0.7;Quality:+0.9;Size:+0.6;Momentum:+0.7;LowVol:-0.5 | MaxPos7%;NoMargin | 10 | 35 | 4.8 | trailing 8% | 116 | 12.6 | Volatile | 30.6 | 4.34 | 2.3 | 146 | -24 | 29 | 62 | false | Sell | Trim extended winner -1% | 2 | 9 | BrokerD | LMT | 95 | null | null | Normal monitoring | 8 | -47 | 35 | 5 | false | Tighten stops on momentum names |
P1149 | Active | Roth | USD | 2025-05-02 | 1,766,795 | 129,818 | 1,636,977 | 1 | 62 | 22.5 | 10.2 | 5.3 | VOO:24.6%;QQQ:10.1%;AAPL:24.6%;TLT:16.2%;MUB:24.6% | US:67.3;EU:15.8;APAC:8.2;EM:7.9;Other:0.6 | Value:-1.0;Growth:-0.8;Quality:-0.7;Size:-0.9;Momentum:+0.6;LowVol:-0.6 | NoDerivatives | 6 | 30 | 5.3 | trailing 8% | 181 | 26.9 | Bull | 11.5 | 4.99 | 2.8 | 88 | 85 | 85 | 49 | false | Buy | Add to core equity +1% | 2 | -19 | BrokerB | LMT | 90 | null | null | Normal monitoring | 53 | 1 | 71 | 4 | false | Monitor dispersion and breadth |
P1150 | Opportunistic | Roth | USD | 2024-12-29 | 483,357 | 40,248 | 443,109 | 1 | 75.9 | 11.4 | 8.4 | 4.3 | IEF:33.3%;MSFT:33.3%;QQQ:33.3% | US:68.0;EU:14.1;APAC:7.9;EM:6.7;Other:3.3 | Value:+0.5;Growth:+0.6;Quality:-0.5;Size:-0.4;Momentum:+0.7;LowVol:+0.2 | NoDerivatives | 8 | 35 | 4.8 | trailing 7% | 234 | 24.8 | Bear | 25.1 | 3.02 | 2.5 | 150 | -80 | 5 | 75 | true | Hedge | Buy index puts 1% notional | 17 | 14 | BrokerC | LMT | 99 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -10 | -57 | 32 | 2 | false | Increase defensive factor exposure |
P1151 | Cautious | Taxable | USD | 2024-08-29 | 782,137 | 121,565 | 660,572 | 1 | 47.7 | 38.3 | 0 | 14 | BRK.B:17.2%;BND:10.9%;TLT:24.0%;VOO:24.0%;HYG:24.0% | US:59.4;EU:11.9;APAC:14.5;EM:10.8;Other:3.4 | Value:+0.3;Growth:-0.3;Quality:+0.2;Size:-0.6;Momentum:+0.5;LowVol:+0.3 | ESGOnly;NoMargin | 5 | 35 | 4.7 | hard 10% | 105 | 14.4 | Sideways | 16.3 | 4.42 | 2.5 | 94 | 50 | 78 | 31 | true | Hedge | Buy index puts 1% notional | -14 | -15 | BrokerB | MKT | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 7 | -23 | -11 | 4 | false | Increase defensive factor exposure |
P1152 | Hands-off | Taxable | USD | 2025-07-16 | 867,834 | 66,412 | 801,422 | 1 | 60.3 | 21.2 | 11.5 | 7 | IEF:15.5%;QQQ:16.0%;MSFT:14.6%;VNQ:27.0%;GLD:27.0% | US:62.9;EU:17.5;APAC:14.4;EM:4.8;Other:0.4 | Value:-0.2;Growth:0.0;Quality:+0.7;Size:-0.4;Momentum:+0.2;LowVol:+0.9 | ESGOnly | 6 | 25 | 4.2 | trailing 10% | 163 | 16.2 | Bear | 34.2 | 3.06 | 2.8 | 146 | 3 | 39 | 74 | true | Rebalance | Rebalance back to target bands | 5 | -34 | BrokerD | LMT | 99 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 0 | 19 | 80 | 4 | false | Tax-aware sells next window |
P1153 | Cautious | Taxable | USD | 2025-11-10 | 529,427 | 61,028 | 468,399 | 1 | 51.1 | 31.8 | 0 | 17 | HYG:17.6%;QQQ:19.7%;MSFT:20.7%;GLD:7.6%;BND:16.2%;MUB:18.3% | US:68.7;EU:15.5;APAC:6.5;EM:7.6;Other:1.7 | Value:+0.5;Growth:-0.1;Quality:+0.2;Size:0.0;Momentum:+0.9;LowVol:+0.3 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 3.7 | trailing 8% | 110 | 13.5 | Volatile | 25.4 | 5.44 | 2.8 | 121 | 54 | 66 | 61 | false | Buy | Add to core equity +1% | 20 | -34 | BrokerA | VWAP | 90 | null | null | Normal monitoring | 89 | -23 | 124 | 5 | false | Tighten stops on momentum names |
P1154 | Systematic | Trust | USD | 2024-11-11 | 1,891,290 | 84,502 | 1,806,788 | 1 | 63.4 | 29.4 | 0 | 7.2 | AAPL:33.3%;BRK.B:33.3%;AMZN:33.3% | US:69.8;EU:14.2;APAC:5.5;EM:5.5;Other:5.1 | Value:+0.1;Growth:+0.9;Quality:+0.1;Size:-0.8;Momentum:-0.6;LowVol:-0.6 | NoDerivatives | 6 | 25 | 5.1 | hard 12% | 166 | 25.6 | Bull | 15.1 | 4.89 | 2.4 | 103 | 43 | 58 | 40 | false | Rebalance | Shift +1% to bonds from equity | -2 | -16 | BrokerA | LMT | 91 | null | null | Normal monitoring | 26 | -22 | 58 | 4 | false | Tighten stops on momentum names |
P1155 | Active | IRA | USD | 2025-08-16 | 1,502,365 | 177,472 | 1,324,893 | 1 | 57.3 | 31.3 | 5.9 | 5.5 | QQQ:22.6%;IEF:22.6%;TSLA:21.2%;MSFT:16.5%;VNQ:17.3% | US:71.2;EU:10.4;APAC:11.5;EM:6.6;Other:0.2 | Value:-0.9;Growth:+0.4;Quality:+0.3;Size:-0.0;Momentum:-0.4;LowVol:-0.9 | NoDerivatives | 10 | 35 | 5.9 | trailing 8% | 125 | 23.3 | Sideways | 21 | 3.69 | 3.5 | 112 | 56 | 88 | 58 | false | Rebalance | Shift +1% to bonds from equity | 12 | -7 | BrokerD | MKT | 96 | null | null | Normal monitoring | -1 | 1 | 57 | 4 | false | Tighten stops on momentum names |
P1156 | Systematic | IRA | USD | 2024-10-29 | 665,291 | 38,136 | 627,155 | 1 | 64.1 | 21.6 | 5.3 | 9 | BND:23.6%;AMZN:23.6%;GLD:23.6%;TLT:10.6%;TSLA:8.6%;VTI:9.9% | US:75.2;EU:6.4;APAC:9.5;EM:6.8;Other:2.1 | Value:+0.2;Growth:-0.2;Quality:-0.1;Size:+0.3;Momentum:+0.4;LowVol:-0.6 | null | 6 | 30 | 5.6 | hard 12% | 120 | 27.6 | Volatile | 23.1 | 4.73 | 3.5 | 172 | 36 | 55 | 69 | false | Buy | Add to core equity +1% | -4 | -33 | BrokerA | MKT | 88 | null | null | Normal monitoring | 90 | -8 | 141 | 5 | false | Within IPS guidelines |
P1157 | Hands-off | IRA | USD | 2025-01-23 | 625,208 | 55,558 | 569,650 | 1 | 59.7 | 27.8 | 5.8 | 6.7 | BRK.B:11.9%;HYG:27.0%;TSLA:27.0%;VOO:17.6%;VNQ:16.5% | US:63.6;EU:11.0;APAC:11.7;EM:13.6;Other:0.1 | Value:0.0;Growth:+0.9;Quality:-0.8;Size:-0.6;Momentum:0.0;LowVol:-0.7 | null | 10 | 30 | 5 | hard 10% | 126 | 16.6 | Sideways | 22 | 4.94 | 3.3 | 99 | 34 | 70 | 52 | false | Rebalance | Shift +1% to bonds from equity | -9 | -17 | BrokerB | LMT | 97 | null | null | Normal monitoring | 38 | 17 | 59 | 5 | false | Increase defensive factor exposure |
P1158 | Systematic | 401k | USD | 2024-08-23 | 854,309 | 42,238 | 812,071 | 1 | 56.9 | 23.2 | 10.5 | 9.4 | TLT:21.7%;MSFT:18.1%;VTI:18.2%;BND:20.7%;GLD:21.3% | US:63.0;EU:14.7;APAC:8.4;EM:10.5;Other:3.5 | Value:0.0;Growth:-0.4;Quality:-0.0;Size:-0.5;Momentum:+0.1;LowVol:-0.4 | MaxPos5% | 6 | 30 | 4.4 | trailing 9% | 138 | 20.1 | Sideways | 17.5 | 3.8 | 2.4 | 104 | 12 | 53 | 49 | false | Buy | Add to core equity +1% | 23 | -28 | BrokerD | LMT | 88 | null | null | Normal monitoring | 1 | -2 | 111 | 5 | false | Monitor dispersion and breadth |
P1159 | Hands-off | Roth | USD | 2025-03-14 | 175,235 | 7,582 | 167,653 | 1 | 68.8 | 19.9 | 1.8 | 9.5 | HYG:23.0%;MSFT:18.2%;IEF:23.0%;TLT:22.0%;BRK.B:13.8% | US:67.0;EU:15.6;APAC:5.8;EM:10.6;Other:1.0 | Value:+0.8;Growth:+0.5;Quality:-0.5;Size:+0.5;Momentum:0.0;LowVol:+0.1 | null | 10 | 30 | 3.2 | trailing 8% | 112 | 17.1 | Bull | 15 | 4.14 | 2.8 | 105 | 39 | 79 | 59 | false | Rebalance | Shift +1% to bonds from equity | -14 | 13 | BrokerA | VWAP | 96 | null | null | Normal monitoring | 1 | -52 | 117 | 5 | false | Monitor dispersion and breadth |
P1160 | Cautious | Roth | USD | 2025-04-28 | 773,233 | 89,522 | 683,711 | 1 | 49.6 | 35 | 0.9 | 14.5 | TLT:33.3%;VOO:33.3%;VNQ:33.3% | US:63.0;EU:12.0;APAC:12.3;EM:9.2;Other:3.5 | Value:0.0;Growth:-1.0;Quality:-0.6;Size:+0.5;Momentum:+0.4;LowVol:-0.8 | MaxPos5%;NoMargin | 8 | 35 | 5.7 | hard 10% | 131 | 14.1 | Volatile | 22.6 | 3.61 | 4.3 | 144 | -49 | 26 | 45 | false | Rebalance | Shift +1% to bonds from equity | 24 | -34 | BrokerC | MKT | 87 | null | null | Normal monitoring | 83 | -35 | 177 | 4 | false | Increase defensive factor exposure |
P1161 | Active | IRA | USD | 2024-10-11 | 2,210,842 | 188,864 | 2,021,978 | 1 | 53.9 | 27.4 | 9.7 | 9 | MSFT:33.3%;TLT:33.3%;MUB:33.3% | US:61.6;EU:14.3;APAC:6.4;EM:12.6;Other:5.2 | Value:+0.3;Growth:-0.6;Quality:+0.9;Size:-0.5;Momentum:+0.8;LowVol:-0.1 | NoDerivatives | 5 | 25 | 4.3 | trailing 8% | 225 | 20.6 | Bull | 17.4 | 4.56 | 3.2 | 107 | 40 | 64 | 47 | false | Buy | Add to core equity +1% | 23 | -12 | BrokerB | MKT | 88 | null | null | Normal monitoring | 15 | -35 | -6 | 3 | false | Tighten stops on momentum names |
P1162 | Hands-off | IRA | USD | 2025-11-12 | 281,526 | 19,177 | 262,349 | 1 | 71.8 | 21.4 | 0 | 6.8 | AMZN:28.9%;VOO:13.3%;BND:28.9%;HYG:28.9% | US:60.4;EU:16.4;APAC:13.8;EM:7.2;Other:2.3 | Value:+0.5;Growth:-0.7;Quality:-0.9;Size:-0.2;Momentum:+0.6;LowVol:-0.5 | NoDerivatives | 10 | 35 | 4.4 | trailing 8% | 113 | 12.3 | Bull | 16 | 3.66 | 2 | 106 | 11 | 51 | 56 | false | Rebalance | Shift +1% to bonds from equity | -15 | -28 | BrokerA | VWAP | 98 | null | null | Normal monitoring | -45 | -51 | -43 | 5 | false | Tax-aware sells next window |
P1163 | Opportunistic | IRA | USD | 2024-12-27 | 755,949 | 26,591 | 729,358 | 1.2 | 74.5 | 10.4 | 10 | 5.1 | QQQ:21.6%;AMZN:27.1%;TLT:27.1%;VOO:24.2% | US:70.9;EU:11.2;APAC:12.1;EM:4.6;Other:1.2 | Value:+0.4;Growth:0.0;Quality:-0.3;Size:-0.4;Momentum:+0.7;LowVol:-0.6 | NoDerivatives | 6 | 25 | 5.6 | hard 12% | 176 | 21.6 | Bear | 28.5 | 4.23 | 1.6 | 168 | 19 | 74 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -29 | BrokerA | LMT | 96 | VAR>budget | Hedge | Risk above budget threshold | 22 | 13 | 110 | 3 | false | Monitor dispersion and breadth |
P1164 | Opportunistic | Roth | USD | 2024-10-16 | 922,065 | 30,083 | 891,982 | 1 | 74.2 | 15.6 | 5.9 | 4.2 | XLF:12.3%;TLT:21.9%;AMZN:21.9%;VNQ:21.9%;IEF:21.9% | US:66.2;EU:13.7;APAC:11.7;EM:6.6;Other:1.8 | Value:+0.6;Growth:+1.0;Quality:-0.0;Size:-0.2;Momentum:+0.5;LowVol:-0.2 | null | 8 | 30 | 4.5 | hard 12% | 177 | 31.8 | Bull | 12.8 | 4.09 | 3 | 106 | 2 | 40 | 45 | false | Buy | Add to core equity +1% | 34 | -13 | BrokerA | LMT | 85 | null | null | Normal monitoring | 59 | -32 | 150 | 5 | false | Tighten stops on momentum names |
P1165 | Cautious | Trust | USD | 2025-07-20 | 353,382 | 44,071 | 309,311 | 1 | 38.1 | 41.5 | 7.3 | 13.2 | AMZN:33.3%;HYG:33.3%;QQQ:33.3% | US:63.1;EU:17.3;APAC:8.1;EM:10.4;Other:1.1 | Value:-0.5;Growth:+0.3;Quality:-0.7;Size:+0.5;Momentum:-1.0;LowVol:-0.9 | NoDerivatives;NoMargin | 7 | 25 | 4.4 | trailing 10% | 130 | 12.5 | Bear | 23.1 | 3.37 | 2.3 | 142 | -77 | 6 | 47 | true | Rebalance | Rebalance back to target bands | 26 | -1 | BrokerC | VWAP | 89 | VAR>budget | Hedge | Risk above budget threshold | 54 | -20 | 177 | 2 | false | Tax-aware sells next window |
P1166 | Active | IRA | USD | 2024-12-11 | 1,413,484 | 132,431 | 1,281,053 | 1 | 59.2 | 26.7 | 4.8 | 9.3 | GLD:20.4%;MSFT:17.9%;AMZN:13.8%;BRK.B:17.7%;QQQ:9.8%;BND:20.4% | US:72.8;EU:10.3;APAC:6.3;EM:7.5;Other:3.0 | Value:+0.6;Growth:+0.5;Quality:-0.8;Size:-0.7;Momentum:+0.6;LowVol:+0.6 | null | 5 | 25 | 5.8 | hard 12% | 130 | 20.5 | Sideways | 16 | 3.74 | 2.6 | 129 | 33 | 53 | 53 | false | Hedge | Add TLT +1% as duration hedge | 6 | 15 | BrokerB | LMT | 98 | null | null | Normal monitoring | -1 | -28 | 94 | 3 | false | Within IPS guidelines |
P1167 | Cautious | Trust | USD | 2024-10-27 | 651,028 | 71,973 | 579,055 | 1 | 40 | 35.3 | 11.9 | 12.8 | MUB:33.3%;VNQ:33.3%;AMZN:33.3% | US:65.8;EU:16.6;APAC:7.3;EM:6.7;Other:3.6 | Value:+0.2;Growth:+0.6;Quality:-0.1;Size:-0.5;Momentum:+0.4;LowVol:-0.1 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 7 | 25 | 3.3 | trailing 8% | 106 | 12 | Bear | 28.8 | 4.01 | 1.5 | 194 | 32 | 58 | 56 | false | Buy | Add to core equity +1% | 15 | -4 | BrokerA | LMT | 90 | null | null | Normal monitoring | -2 | 15 | -21 | 5 | false | Monitor dispersion and breadth |
P1168 | Hands-off | 401k | USD | 2024-11-07 | 258,106 | 21,551 | 236,555 | 1 | 67.3 | 18.7 | 4.9 | 9.1 | AAPL:27.5%;TLT:27.5%;BRK.B:17.6%;VTI:27.5% | US:69.6;EU:14.8;APAC:6.1;EM:8.9;Other:0.5 | Value:-0.9;Growth:-0.2;Quality:+0.8;Size:+0.9;Momentum:-0.1;LowVol:+0.9 | NoDerivatives | 8 | 35 | 4.3 | hard 10% | 109 | 18.8 | Bull | 14.2 | 4.7 | 2.7 | 102 | 70 | 92 | 42 | false | Sell | Trim extended winner -1% | 31 | -19 | BrokerD | MKT | 93 | null | null | Normal monitoring | 47 | -47 | 9 | 4 | false | Increase defensive factor exposure |
P1169 | Opportunistic | IRA | USD | 2025-06-06 | 588,556 | 28,824 | 559,732 | 1 | 60.3 | 19.2 | 14.5 | 6 | AAPL:33.3%;MUB:33.3%;VOO:33.3% | US:70.3;EU:11.4;APAC:6.4;EM:10.5;Other:1.5 | Value:+0.4;Growth:-1.0;Quality:-0.7;Size:-0.9;Momentum:+0.2;LowVol:+0.1 | null | 10 | 25 | 4.1 | trailing 7% | 163 | 20.8 | Volatile | 20.3 | 4.74 | 2.5 | 156 | 77 | 88 | 59 | false | Hedge | Add TLT +1% as duration hedge | -5 | -32 | BrokerB | MKT | 93 | null | null | Normal monitoring | 57 | -15 | 94 | 3 | false | Within IPS guidelines |
P1170 | Active | IRA | USD | 2025-06-21 | 1,960,457 | 136,466 | 1,823,991 | 1 | 64.4 | 27.9 | 0 | 7.7 | BND:14.2%;AMZN:10.2%;BRK.B:21.9%;GLD:21.9%;VOO:15.8%;XLF:15.9% | US:58.9;EU:18.9;APAC:10.0;EM:7.4;Other:4.8 | Value:+0.3;Growth:-0.8;Quality:-0.9;Size:+0.9;Momentum:-1.0;LowVol:-0.7 | MaxPos8%;NoDerivatives | 7 | 35 | 4.6 | hard 12% | 122 | 17.3 | Bear | 33.4 | 3.65 | 1.9 | 172 | 22 | 49 | 94 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -39 | BrokerD | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 97 | -52 | 94 | 4 | false | Monitor dispersion and breadth |
P1171 | Cautious | IRA | USD | 2025-03-13 | 638,510 | 69,932 | 568,578 | 1 | 51.4 | 32.2 | 1.5 | 14.9 | AMZN:12.5%;HYG:19.3%;BND:23.3%;MSFT:23.3%;GLD:8.8%;XLF:13.0% | US:59.2;EU:18.1;APAC:8.6;EM:10.3;Other:3.8 | Value:+0.4;Growth:-0.4;Quality:+0.8;Size:-0.4;Momentum:+0.5;LowVol:-0.4 | ESGOnly;NoMargin | 8 | 25 | 5.8 | trailing 8% | 138 | 18.2 | Bull | 12.5 | 3.63 | 3 | 120 | 79 | 90 | 40 | false | Hedge | Add TLT +1% as duration hedge | 27 | -7 | BrokerB | LMT | 94 | null | null | Normal monitoring | 59 | -41 | 53 | 5 | false | Within IPS guidelines |
P1172 | Opportunistic | Trust | USD | 2024-09-22 | 1,002,566 | 56,752 | 945,814 | 1 | 69.7 | 16.4 | 7.4 | 6.5 | TLT:19.6%;IEF:11.3%;MSFT:8.6%;XLF:17.2%;BND:21.6%;VNQ:21.6% | US:70.8;EU:9.2;APAC:10.1;EM:8.3;Other:1.7 | Value:-0.1;Growth:-0.8;Quality:+0.6;Size:+0.2;Momentum:-0.3;LowVol:-0.8 | MaxPos8%;NoDerivatives | 5 | 35 | 5.3 | trailing 7% | 191 | 29.7 | Bull | 16.9 | 3.54 | 2.4 | 72 | 31 | 79 | 49 | false | Rebalance | Shift +1% to bonds from equity | 31 | -5 | BrokerA | MKT | 88 | null | null | Normal monitoring | 24 | 17 | 130 | 5 | false | Within IPS guidelines |
P1173 | Active | Taxable | USD | 2024-11-26 | 1,154,069 | 107,070 | 1,046,999 | 1 | 62.5 | 28.5 | 0 | 9 | TSLA:21.4%;IEF:21.4%;MSFT:13.6%;MUB:7.7%;XLF:18.5%;TLT:17.4% | US:66.3;EU:11.1;APAC:11.0;EM:8.6;Other:2.9 | Value:-0.8;Growth:-0.9;Quality:+0.5;Size:-0.9;Momentum:-0.2;LowVol:+0.7 | null | 6 | 25 | 4.2 | hard 12% | 175 | 27.2 | Sideways | 20.7 | 3.9 | 3.2 | 131 | 0 | 37 | 49 | true | Hedge | Buy index puts 1% notional | -7 | -10 | BrokerD | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -33 | 15 | 70 | 3 | false | Tax-aware sells next window |
P1174 | Opportunistic | Roth | USD | 2024-10-20 | 917,053 | 65,925 | 851,128 | 1 | 64.9 | 13.7 | 13.8 | 7.6 | TSLA:15.8%;TLT:20.3%;QQQ:18.7%;BRK.B:16.8%;BND:12.9%;VNQ:15.5% | US:62.6;EU:17.8;APAC:9.8;EM:5.3;Other:4.6 | Value:-0.5;Growth:+0.3;Quality:+0.6;Size:-0.2;Momentum:-0.1;LowVol:+0.1 | MaxPos8% | 5 | 35 | 6.2 | trailing 9% | 225 | 28.7 | Bull | 16.4 | 4.71 | 3.1 | 116 | 7 | 57 | 55 | false | Rebalance | Shift +1% to bonds from equity | -11 | 13 | BrokerB | MKT | 86 | null | null | Normal monitoring | 43 | -23 | 149 | 4 | false | Tighten stops on momentum names |
P1175 | Opportunistic | Taxable | USD | 2025-12-14 | 956,510 | 30,051 | 926,459 | 1 | 75.5 | 13.2 | 4.1 | 7.1 | XLF:21.3%;BRK.B:17.2%;TLT:18.0%;GLD:20.8%;VTI:10.1%;AMZN:12.7% | US:65.0;EU:8.3;APAC:12.3;EM:8.6;Other:5.7 | Value:0.0;Growth:-0.5;Quality:-0.6;Size:-0.0;Momentum:+0.2;LowVol:-1.0 | MaxPos7% | 10 | 25 | 6.4 | trailing 7% | 226 | 31.8 | Bull | 14 | 4.14 | 2.7 | 119 | 105 | 93 | 55 | false | Rebalance | Shift +1% to bonds from equity | -8 | -13 | BrokerD | LMT | 90 | null | null | Normal monitoring | 17 | -18 | 26 | 5 | false | Monitor dispersion and breadth |
P1176 | Hands-off | 401k | USD | 2025-05-30 | 834,955 | 73,895 | 761,060 | 1 | 67.7 | 25.4 | 0 | 6.9 | IEF:25.4%;BRK.B:25.4%;GLD:25.4%;HYG:23.8% | US:59.8;EU:17.3;APAC:15.3;EM:5.4;Other:2.2 | Value:-0.4;Growth:+0.6;Quality:-0.1;Size:-0.7;Momentum:+0.3;LowVol:-1.0 | ESGOnly;MaxPos5% | 8 | 35 | 5.5 | hard 10% | 101 | 12.8 | Bull | 16.9 | 4.21 | 2.3 | 93 | 69 | 90 | 63 | false | Buy | Add to core equity +1% | -6 | 8 | BrokerC | MKT | 89 | null | null | Normal monitoring | 49 | -8 | 103 | 5 | false | Tighten stops on momentum names |
P1177 | Systematic | Taxable | USD | 2025-02-05 | 1,427,220 | 116,516 | 1,310,704 | 1 | 55.8 | 34 | 1.7 | 8.5 | BND:33.3%;IEF:33.3%;VOO:33.3% | US:66.1;EU:7.6;APAC:8.9;EM:11.8;Other:5.6 | Value:-0.9;Growth:-0.1;Quality:-0.1;Size:+0.2;Momentum:+0.7;LowVol:+0.5 | null | 6 | 25 | 4.9 | trailing 8% | 137 | 18 | Bear | 30.7 | 4.27 | 2 | 184 | -54 | 27 | 77 | true | Hedge | Buy index puts 1% notional | -12 | -4 | BrokerA | LMT | 95 | VAR>budget | TightenStops | Risk above budget threshold | 117 | -38 | 122 | 2 | true | Monitor dispersion and breadth |
P1178 | Active | 401k | USD | 2025-01-03 | 1,217,770 | 121,252 | 1,096,518 | 1 | 66.1 | 27 | 0.5 | 6.4 | VNQ:16.1%;AMZN:20.7%;XLF:13.2%;VTI:10.1%;VOO:19.2%;BND:20.7% | US:73.5;EU:6.6;APAC:11.4;EM:7.4;Other:1.1 | Value:-0.0;Growth:+0.1;Quality:-0.9;Size:+0.9;Momentum:+0.9;LowVol:+0.2 | MaxPos7% | 6 | 25 | 4.2 | hard 12% | 185 | 19 | Bear | 26.6 | 3.99 | 2.5 | 146 | -75 | 13 | 63 | false | Buy | Add to core equity +1% | 31 | 10 | BrokerC | VWAP | 87 | null | null | Normal monitoring | 50 | 16 | 61 | 4 | false | Increase defensive factor exposure |
P1179 | Systematic | 401k | USD | 2025-06-01 | 1,399,088 | 99,146 | 1,299,942 | 1 | 63.8 | 24.3 | 6.8 | 5.1 | GLD:21.1%;HYG:19.7%;VTI:21.1%;AAPL:11.9%;BND:17.2%;MUB:9.1% | US:66.6;EU:14.4;APAC:9.1;EM:6.8;Other:3.1 | Value:-0.6;Growth:-0.8;Quality:+0.1;Size:-0.9;Momentum:+0.9;LowVol:0.0 | NoDerivatives | 7 | 25 | 5.8 | trailing 8% | 150 | 26.6 | Sideways | 21.2 | 4.13 | 3.2 | 140 | 49 | 67 | 55 | false | Hedge | Add TLT +1% as duration hedge | -15 | -14 | BrokerB | LMT | 93 | null | null | Normal monitoring | 92 | -18 | 153 | 4 | false | Within IPS guidelines |
P1180 | Active | Trust | USD | 2025-03-13 | 2,392,958 | 280,509 | 2,112,449 | 1 | 58.5 | 21.2 | 11.8 | 8.5 | BRK.B:22.4%;AMZN:22.4%;TSLA:10.7%;MUB:12.0%;VNQ:12.5%;GLD:20.1% | US:79.2;EU:5.8;APAC:5.9;EM:5.3;Other:3.7 | Value:-0.2;Growth:+0.7;Quality:-0.2;Size:-0.1;Momentum:+0.4;LowVol:-0.9 | null | 5 | 35 | 5.9 | trailing 8% | 186 | 27.5 | Bull | 14.3 | 4.51 | 2.6 | 71 | 76 | 88 | 44 | false | Sell | Trim extended winner -1% | -4 | -18 | BrokerA | LMT | 85 | null | null | Normal monitoring | -58 | 0 | 24 | 4 | false | Monitor dispersion and breadth |
P1181 | Active | Roth | USD | 2024-12-16 | 1,222,441 | 101,319 | 1,121,122 | 1 | 61.9 | 26.2 | 4.8 | 7.1 | BRK.B:21.5%;TLT:15.9%;QQQ:10.0%;HYG:13.0%;VOO:18.1%;TSLA:21.5% | US:64.5;EU:12.8;APAC:14.3;EM:6.2;Other:2.1 | Value:+0.1;Growth:+0.5;Quality:-0.2;Size:-0.3;Momentum:+0.8;LowVol:-0.4 | MaxPos6%;NoDerivatives | 8 | 30 | 5.6 | trailing 9% | 152 | 27.3 | Bull | 11.9 | 4.1 | 2.9 | 99 | 89 | 91 | 35 | false | Sell | Trim extended winner -1% | 26 | -27 | BrokerD | LMT | 87 | null | null | Normal monitoring | 96 | -37 | 233 | 3 | false | Within IPS guidelines |
P1182 | Opportunistic | 401k | USD | 2024-11-29 | 1,199,188 | 104,978 | 1,094,210 | 1 | 65.9 | 18.5 | 8.6 | 7 | XLF:12.4%;HYG:12.5%;QQQ:22.3%;BND:22.3%;IEF:8.2%;GLD:22.3% | US:59.2;EU:18.7;APAC:11.1;EM:8.1;Other:2.9 | Value:-0.1;Growth:-0.8;Quality:+0.3;Size:+0.9;Momentum:+0.5;LowVol:+0.2 | null | 10 | 25 | 6.8 | trailing 9% | 168 | 27.1 | Bull | 15.3 | 3.67 | 3.5 | 76 | 85 | 96 | 42 | false | Sell | Trim extended winner -1% | -8 | -5 | BrokerD | VWAP | 89 | null | null | Normal monitoring | 117 | -13 | 164 | 3 | false | Increase defensive factor exposure |
P1183 | Systematic | Trust | USD | 2024-12-07 | 756,957 | 61,650 | 695,307 | 1 | 56.7 | 25.9 | 12.2 | 5.2 | AAPL:33.3%;XLF:33.3%;MUB:33.3% | US:69.6;EU:9.4;APAC:9.2;EM:10.3;Other:1.5 | Value:-0.6;Growth:+0.3;Quality:+0.5;Size:+0.6;Momentum:-0.4;LowVol:+0.9 | MaxPos5% | 7 | 35 | 4.3 | trailing 8% | 182 | 21 | Volatile | 25.4 | 5.01 | 3.7 | 125 | -51 | 15 | 64 | false | Rebalance | Shift +1% to bonds from equity | 19 | -1 | BrokerD | MKT | 96 | null | null | Normal monitoring | 84 | 17 | 114 | 3 | false | Increase defensive factor exposure |
P1184 | Cautious | IRA | USD | 2024-10-26 | 233,316 | 27,046 | 206,270 | 1 | 46.8 | 42.6 | 0 | 10.6 | MUB:33.3%;GLD:33.3%;BRK.B:33.3% | US:58.4;EU:9.0;APAC:16.7;EM:13.0;Other:2.9 | Value:+0.8;Growth:-0.5;Quality:-0.6;Size:-0.6;Momentum:-0.1;LowVol:-0.4 | ESGOnly;MaxPos6%;NoMargin | 8 | 35 | 3.5 | trailing 8% | 134 | 17.8 | Sideways | 20.9 | 4.61 | 2.4 | 137 | -7 | 59 | 59 | false | Rebalance | Shift +1% to bonds from equity | 29 | -7 | BrokerA | MKT | 85 | null | null | Normal monitoring | 86 | -32 | 146 | 5 | false | Increase defensive factor exposure |
P1185 | Hands-off | Taxable | USD | 2024-07-15 | 150,588 | 14,442 | 136,146 | 1 | 62.3 | 27.8 | 0.9 | 9 | QQQ:23.7%;GLD:38.2%;BRK.B:38.2% | US:67.5;EU:12.3;APAC:9.1;EM:7.1;Other:4.0 | Value:+0.5;Growth:-0.2;Quality:+0.5;Size:-0.5;Momentum:+0.4;LowVol:-0.2 | null | 10 | 25 | 5.2 | hard 10% | 101 | 16.9 | Bull | 16.6 | 4.56 | 3 | 102 | 6 | 52 | 40 | false | Rebalance | Shift +1% to bonds from equity | -15 | -23 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 52 | -14 | 90 | 5 | false | Monitor dispersion and breadth |
P1186 | Hands-off | 401k | USD | 2025-09-20 | 523,915 | 38,494 | 485,421 | 1 | 56.6 | 24.2 | 11.5 | 7.7 | MSFT:27.2%;HYG:27.2%;VTI:18.4%;TLT:27.2% | US:74.4;EU:7.8;APAC:8.3;EM:5.1;Other:4.4 | Value:-0.1;Growth:+0.7;Quality:+0.3;Size:+0.2;Momentum:-0.6;LowVol:-0.1 | ESGOnly | 6 | 25 | 4.1 | trailing 8% | 135 | 15 | Bull | 12 | 3.54 | 2.8 | 102 | 57 | 67 | 29 | false | Buy | Add to core equity +1% | 25 | 14 | BrokerA | MKT | 97 | null | null | Normal monitoring | 88 | 4 | 73 | 5 | false | Tax-aware sells next window |
P1187 | Systematic | IRA | USD | 2025-06-21 | 1,351,987 | 101,536 | 1,250,451 | 1 | 59.4 | 30.7 | 2.6 | 7.3 | QQQ:24.8%;BND:15.6%;AMZN:11.6%;MUB:23.1%;BRK.B:24.8% | US:59.8;EU:19.3;APAC:9.8;EM:9.1;Other:2.0 | Value:-0.9;Growth:+0.6;Quality:-0.5;Size:-0.5;Momentum:-0.5;LowVol:+0.3 | MaxPos8%;NoDerivatives | 7 | 25 | 4.6 | trailing 8% | 221 | 22.7 | Bull | 13.5 | 4.12 | 2.3 | 79 | 39 | 74 | 51 | false | Rebalance | Shift +1% to bonds from equity | -7 | -39 | BrokerC | MKT | 94 | null | null | Normal monitoring | 32 | -28 | 164 | 5 | false | Increase defensive factor exposure |
P1188 | Hands-off | IRA | USD | 2024-08-29 | 237,900 | 21,829 | 216,071 | 1 | 61.6 | 25.2 | 4.1 | 9.2 | BND:26.7%;AAPL:26.8%;IEF:26.8%;TLT:19.8% | US:64.8;EU:13.7;APAC:10.6;EM:9.7;Other:1.2 | Value:-0.6;Growth:-0.2;Quality:+0.8;Size:-0.6;Momentum:-0.8;LowVol:+0.9 | ESGOnly | 10 | 30 | 5.8 | hard 10% | 157 | 17.6 | Volatile | 22.5 | 4.56 | 3.5 | 178 | 68 | 84 | 68 | false | Buy | Add to core equity +1% | 28 | -6 | BrokerB | MKT | 98 | null | null | Normal monitoring | -41 | -34 | 70 | 5 | false | Tighten stops on momentum names |
P1189 | Active | IRA | USD | 2024-11-19 | 810,205 | 75,064 | 735,141 | 1 | 51.1 | 30.3 | 11.2 | 7.4 | IEF:12.3%;AAPL:24.4%;QQQ:24.4%;TSLA:24.4%;VOO:14.6% | US:64.8;EU:7.7;APAC:14.6;EM:7.8;Other:5.1 | Value:+0.4;Growth:+0.9;Quality:-0.3;Size:-0.3;Momentum:-0.1;LowVol:+0.2 | null | 5 | 30 | 5.6 | trailing 9% | 189 | 23.2 | Volatile | 23.6 | 4.7 | 4.5 | 149 | 56 | 78 | 59 | false | Sell | Trim extended winner -1% | 0 | 9 | BrokerB | LMT | 91 | null | null | Normal monitoring | 98 | -49 | 175 | 4 | false | Monitor dispersion and breadth |
P1190 | Opportunistic | IRA | USD | 2025-09-20 | 531,617 | 35,146 | 496,471 | 1 | 73 | 19.2 | 0 | 7.7 | BND:22.8%;VTI:22.1%;BRK.B:21.6%;GLD:22.8%;AAPL:10.7% | US:72.2;EU:9.2;APAC:10.8;EM:5.0;Other:2.8 | Value:-0.7;Growth:+0.9;Quality:+0.8;Size:-0.7;Momentum:+0.4;LowVol:+0.2 | null | 10 | 30 | 6.6 | hard 12% | 161 | 20.7 | Volatile | 29.3 | 3.51 | 3.9 | 170 | 43 | 73 | 75 | true | Hedge | Buy index puts 1% notional | -15 | 13 | BrokerC | LMT | 96 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 101 | -38 | 144 | 3 | false | Tighten stops on momentum names |
P1191 | Cautious | Taxable | USD | 2025-07-02 | 549,288 | 81,163 | 468,125 | 1 | 43.3 | 40.2 | 0 | 16.6 | VTI:25.5%;GLD:25.5%;QQQ:11.1%;HYG:25.5%;XLF:12.3% | US:69.1;EU:8.5;APAC:12.6;EM:6.7;Other:3.1 | Value:-0.1;Growth:-0.7;Quality:-0.2;Size:-0.6;Momentum:+0.6;LowVol:-0.7 | MaxPos7%;NoMargin | 5 | 25 | 5.9 | trailing 8% | 90 | 12.2 | Bull | 14.3 | 4.87 | 2.6 | 120 | 106 | 100 | 33 | true | Hedge | Buy index puts 1% notional | 9 | 14 | BrokerC | MKT | 85 | VAR>budget | Hedge | Risk above budget threshold | 105 | -50 | 171 | 2 | false | Tighten stops on momentum names |
P1192 | Hands-off | Roth | USD | 2025-10-16 | 740,108 | 70,049 | 670,059 | 1 | 67.2 | 20.7 | 5.5 | 6.6 | VTI:29.3%;MSFT:26.5%;AAPL:15.0%;BND:29.3% | US:70.2;EU:11.7;APAC:11.8;EM:5.2;Other:1.1 | Value:+0.5;Growth:-0.4;Quality:-1.0;Size:+0.3;Momentum:-0.9;LowVol:-0.4 | null | 6 | 35 | 5.6 | hard 10% | 157 | 14.1 | Volatile | 26.5 | 5.01 | 3.9 | 171 | 12 | 44 | 63 | false | Hedge | Add TLT +1% as duration hedge | 30 | -18 | BrokerA | VWAP | 87 | null | null | Normal monitoring | -26 | -40 | -24 | 3 | false | Tax-aware sells next window |
P1193 | Hands-off | 401k | USD | 2025-08-18 | 873,823 | 79,390 | 794,433 | 1 | 63.9 | 20.6 | 9.3 | 6.2 | XLF:9.6%;MSFT:22.6%;HYG:22.6%;AAPL:22.5%;VNQ:22.6% | US:56.5;EU:17.3;APAC:11.1;EM:10.8;Other:4.4 | Value:-0.7;Growth:+0.5;Quality:-0.1;Size:+1.0;Momentum:+0.6;LowVol:-0.8 | MaxPos7% | 7 | 35 | 3 | trailing 8% | 134 | 18.8 | Bear | 25.5 | 3.09 | 2.1 | 182 | -52 | 14 | 65 | false | Rebalance | Shift +1% to bonds from equity | -13 | -30 | BrokerA | MKT | 89 | null | null | Normal monitoring | 94 | 11 | 186 | 4 | false | Increase defensive factor exposure |
P1194 | Systematic | Roth | USD | 2025-11-09 | 1,754,368 | 139,726 | 1,614,642 | 1 | 64.1 | 31.1 | 0 | 4.8 | VNQ:23.1%;MUB:22.3%;TSLA:23.1%;AAPL:8.3%;IEF:23.1% | US:59.8;EU:17.4;APAC:17.1;EM:5.2;Other:0.6 | Value:-0.8;Growth:+0.5;Quality:+0.2;Size:-0.4;Momentum:+0.5;LowVol:-0.6 | null | 6 | 30 | 5.6 | trailing 9% | 128 | 19.2 | Sideways | 18.1 | 4.07 | 3.4 | 112 | -9 | 36 | 47 | false | Sell | Trim extended winner -1% | -8 | -22 | BrokerB | LMT | 88 | null | null | Normal monitoring | -8 | -10 | 21 | 4 | false | Monitor dispersion and breadth |
P1195 | Hands-off | Trust | USD | 2024-10-30 | 153,537 | 9,071 | 144,466 | 1 | 69.5 | 18.8 | 2 | 9.8 | VOO:12.5%;XLF:19.9%;TSLA:17.8%;MSFT:18.5%;IEF:14.7%;AAPL:16.5% | US:65.8;EU:14.6;APAC:6.4;EM:10.1;Other:3.0 | Value:+0.9;Growth:-0.8;Quality:+0.5;Size:+0.2;Momentum:+0.2;LowVol:+0.9 | MaxPos8% | 5 | 30 | 3.9 | hard 10% | 153 | 17.7 | Bull | 14.4 | 3.6 | 2.8 | 82 | 18 | 72 | 55 | false | Buy | Add to core equity +1% | -14 | 7 | BrokerD | LMT | 86 | null | null | Normal monitoring | -42 | -55 | 91 | 3 | false | Within IPS guidelines |
P1196 | Systematic | Taxable | USD | 2025-04-05 | 1,371,806 | 115,444 | 1,256,362 | 1 | 66.3 | 20.3 | 5.1 | 8.2 | XLF:35.2%;BRK.B:29.5%;MSFT:35.2% | US:70.9;EU:10.5;APAC:8.9;EM:7.1;Other:2.6 | Value:-0.2;Growth:+0.2;Quality:-0.4;Size:+0.4;Momentum:+0.1;LowVol:-0.1 | null | 6 | 25 | 5.8 | trailing 9% | 228 | 22.1 | Volatile | 28.9 | 5.3 | 4.4 | 148 | 48 | 73 | 68 | false | Sell | Trim extended winner -1% | 0 | -8 | BrokerB | MKT | 91 | null | null | Normal monitoring | 102 | -13 | 174 | 5 | false | Within IPS guidelines |
P1197 | Cautious | Taxable | USD | 2025-11-23 | 480,517 | 43,444 | 437,073 | 1 | 37.9 | 33.5 | 15.5 | 13.1 | BRK.B:33.3%;IEF:33.3%;AAPL:33.3% | US:61.7;EU:16.5;APAC:13.6;EM:4.7;Other:3.4 | Value:-0.6;Growth:+0.5;Quality:+0.4;Size:-0.1;Momentum:+0.5;LowVol:+0.1 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 8 | 30 | 3.7 | trailing 8% | 98 | 19.8 | Sideways | 16.2 | 4.06 | 2.7 | 117 | -25 | 51 | 28 | false | Sell | Trim extended winner -1% | -12 | -10 | BrokerD | MKT | 85 | null | null | Normal monitoring | 15 | -48 | -3 | 3 | false | Tighten stops on momentum names |
P1198 | Hands-off | Taxable | USD | 2025-03-01 | 738,876 | 56,695 | 682,181 | 1 | 63.9 | 22.8 | 6.6 | 6.7 | TLT:27.4%;VNQ:27.4%;BRK.B:17.8%;QQQ:27.4% | US:66.0;EU:18.4;APAC:7.6;EM:6.2;Other:1.8 | Value:-0.2;Growth:-0.1;Quality:-0.3;Size:-0.0;Momentum:+0.7;LowVol:-0.3 | ESGOnly;MaxPos6%;NoDerivatives | 10 | 35 | 4.6 | trailing 8% | 123 | 13.7 | Bear | 23.8 | 3.11 | 1 | 211 | 39 | 59 | 69 | false | Rebalance | Shift +1% to bonds from equity | -5 | -3 | BrokerD | LMT | 88 | null | null | Normal monitoring | -54 | 10 | 1 | 5 | false | Tighten stops on momentum names |
P1199 | Hands-off | Trust | USD | 2025-01-31 | 462,123 | 28,473 | 433,650 | 1 | 73 | 18.6 | 0 | 8.5 | VTI:33.3%;BRK.B:33.3%;GLD:33.3% | US:65.4;EU:10.9;APAC:14.8;EM:7.0;Other:1.9 | Value:+0.7;Growth:+0.4;Quality:+0.2;Size:+0.6;Momentum:-0.1;LowVol:-0.4 | ESGOnly;MaxPos8%;NoDerivatives | 10 | 30 | 3.7 | trailing 8% | 148 | 13.2 | Bull | 15.2 | 3.66 | 3 | 111 | 84 | 79 | 60 | false | Rebalance | Shift +1% to bonds from equity | 4 | 5 | BrokerA | MKT | 94 | null | null | Normal monitoring | 63 | -53 | 95 | 3 | false | Increase defensive factor exposure |
P1200 | Active | Trust | USD | 2025-03-16 | 1,797,197 | 173,091 | 1,624,106 | 1 | 64 | 27.1 | 0 | 8.9 | VNQ:28.0%;IEF:28.0%;VOO:28.0%;AAPL:16.0% | US:73.0;EU:5.9;APAC:12.8;EM:7.7;Other:0.6 | Value:+0.2;Growth:-0.2;Quality:-0.6;Size:+0.9;Momentum:-0.5;LowVol:+0.9 | NoDerivatives | 6 | 30 | 5.8 | trailing 9% | 201 | 18.4 | Volatile | 30.4 | 4.76 | 3.4 | 143 | 39 | 57 | 77 | true | Hedge | Buy index puts 1% notional | 2 | -5 | BrokerD | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 110 | 11 | 205 | 3 | false | Increase defensive factor exposure |
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