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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1201 | Active | Taxable | USD | 2025-01-28 | 1,246,992 | 133,217 | 1,113,775 | 1 | 57.6 | 28.4 | 6.1 | 8 | BND:27.5%;VOO:27.5%;XLF:18.8%;VTI:26.2% | US:62.4;EU:16.8;APAC:11.7;EM:7.3;Other:1.8 | Value:-0.1;Growth:-0.8;Quality:+0.3;Size:+0.9;Momentum:-0.1;LowVol:+0.9 | NoDerivatives | 5 | 25 | 4 | trailing 9% | 202 | 20.4 | Volatile | 26.9 | 4.07 | 3.8 | 174 | 76 | 91 | 72 | true | Rebalance | Rebalance back to target bands | 29 | -39 | BrokerA | VWAP | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 107 | -11 | 224 | 4 | false | Increase defensive factor exposure |
P1202 | Hands-off | Trust | USD | 2025-11-25 | 187,380 | 18,236 | 169,144 | 1 | 62.9 | 17.8 | 12.9 | 6.5 | HYG:28.8%;BND:28.8%;QQQ:28.8%;GLD:13.5% | US:60.3;EU:20.1;APAC:5.5;EM:12.6;Other:1.5 | Value:0.0;Growth:+0.3;Quality:-0.0;Size:+1.0;Momentum:+0.3;LowVol:+0.9 | null | 10 | 30 | 5.8 | hard 10% | 135 | 16.5 | Bull | 12.2 | 4.53 | 2.6 | 91 | 60 | 73 | 41 | false | Rebalance | Shift +1% to bonds from equity | 0 | 10 | BrokerC | LMT | 100 | null | null | Normal monitoring | 116 | -30 | 166 | 4 | false | Tax-aware sells next window |
P1203 | Active | Taxable | USD | 2024-07-16 | 673,995 | 43,405 | 630,590 | 1 | 62.2 | 29.3 | 0 | 8.5 | IEF:17.7%;VNQ:15.1%;TSLA:16.2%;TLT:18.9%;BRK.B:16.6%;AAPL:15.5% | US:65.7;EU:8.4;APAC:9.9;EM:11.5;Other:4.6 | Value:+0.8;Growth:-0.5;Quality:-1.0;Size:+0.9;Momentum:-0.4;LowVol:+0.1 | NoDerivatives | 5 | 30 | 4.1 | trailing 8% | 195 | 19.1 | Volatile | 28.4 | 4.19 | 2.9 | 137 | 12 | 69 | 80 | true | Hedge | Buy index puts 1% notional | -10 | -37 | BrokerD | LMT | 92 | VAR>budget | Hedge | Risk above budget threshold | 49 | -8 | 70 | 3 | false | Tighten stops on momentum names |
P1204 | Active | Taxable | USD | 2025-08-21 | 1,469,042 | 100,114 | 1,368,928 | 1 | 64.8 | 19.3 | 9.7 | 6.3 | GLD:21.0%;VNQ:13.4%;QQQ:17.5%;VTI:15.0%;MSFT:11.9%;IEF:21.3% | US:70.8;EU:10.4;APAC:12.4;EM:5.3;Other:1.1 | Value:0.0;Growth:+0.8;Quality:-0.0;Size:-0.5;Momentum:+0.2;LowVol:-0.9 | MaxPos8%;NoDerivatives | 5 | 25 | 4.4 | trailing 8% | 124 | 21 | Sideways | 14.1 | 4.24 | 2.2 | 138 | 45 | 87 | 51 | false | Rebalance | Shift +1% to bonds from equity | 3 | -33 | BrokerB | MKT | 95 | null | null | Normal monitoring | 73 | -54 | 81 | 3 | false | Monitor dispersion and breadth |
P1205 | Cautious | Taxable | USD | 2024-09-16 | 383,525 | 53,177 | 330,348 | 1 | 46.7 | 40 | 0 | 13.4 | TSLA:23.5%;MUB:23.5%;XLF:18.6%;BND:23.5%;TLT:11.0% | US:69.5;EU:12.2;APAC:5.6;EM:10.0;Other:2.7 | Value:+0.8;Growth:-0.5;Quality:+0.2;Size:+0.1;Momentum:-0.4;LowVol:+0.2 | MaxPos6%;NoMargin | 6 | 25 | 6 | trailing 8% | 137 | 17.2 | Sideways | 17.8 | 4.67 | 2.2 | 131 | 35 | 72 | 51 | false | Rebalance | Shift +1% to bonds from equity | 20 | -10 | BrokerD | LMT | 97 | null | null | Normal monitoring | 48 | -45 | 63 | 5 | false | Tax-aware sells next window |
P1206 | Systematic | 401k | USD | 2025-11-15 | 611,798 | 47,299 | 564,499 | 1 | 60.5 | 30.3 | 0 | 9.2 | VTI:25.0%;TLT:25.0%;AAPL:24.9%;VNQ:25.0% | US:63.6;EU:13.5;APAC:8.3;EM:10.0;Other:4.6 | Value:+0.1;Growth:+0.8;Quality:-0.2;Size:+0.2;Momentum:-0.2;LowVol:-0.0 | MaxPos7%;NoDerivatives | 5 | 35 | 5.5 | trailing 8% | 179 | 18.6 | Bull | 13.7 | 4.69 | 2.9 | 106 | 67 | 93 | 40 | false | Buy | Add to core equity +1% | 24 | 9 | BrokerB | MKT | 85 | null | null | Normal monitoring | 74 | -58 | 35 | 5 | false | Tighten stops on momentum names |
P1207 | Opportunistic | Taxable | USD | 2024-11-16 | 1,154,724 | 55,417 | 1,099,307 | 1 | 77.5 | 10.7 | 7.2 | 4.6 | TLT:33.3%;VTI:33.3%;HYG:33.3% | US:60.8;EU:13.2;APAC:14.5;EM:10.1;Other:1.4 | Value:-0.2;Growth:+0.5;Quality:+0.3;Size:-0.9;Momentum:+0.4;LowVol:+0.3 | MaxPos8%;NoDerivatives | 8 | 25 | 4.4 | hard 12% | 177 | 21.3 | Bull | 13.8 | 4.56 | 3.4 | 80 | 35 | 55 | 59 | false | Rebalance | Shift +1% to bonds from equity | 15 | 6 | BrokerD | MKT | 90 | null | null | Normal monitoring | 37 | -9 | 26 | 3 | false | Tighten stops on momentum names |
P1208 | Systematic | Roth | USD | 2025-06-26 | 1,679,858 | 93,767 | 1,586,091 | 1 | 63.5 | 30.8 | 0 | 5.7 | VOO:17.9%;AMZN:7.6%;HYG:22.6%;BRK.B:22.6%;QQQ:21.7%;MUB:7.6% | US:67.5;EU:13.8;APAC:8.7;EM:7.6;Other:2.4 | Value:+0.7;Growth:+0.2;Quality:+0.5;Size:+0.7;Momentum:+0.3;LowVol:-1.0 | null | 10 | 25 | 5.5 | trailing 9% | 223 | 27.4 | Volatile | 30.1 | 4.14 | 3.7 | 178 | -16 | 42 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | 15 | BrokerB | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 24 | -4 | 29 | 5 | false | Within IPS guidelines |
P1209 | Cautious | IRA | USD | 2025-04-30 | 531,943 | 49,041 | 482,902 | 1 | 37.8 | 40.5 | 8.9 | 12.8 | BND:19.8%;QQQ:15.2%;VNQ:18.1%;VOO:11.6%;HYG:15.7%;TLT:19.6% | US:72.6;EU:7.8;APAC:10.3;EM:5.8;Other:3.5 | Value:+0.1;Growth:+0.7;Quality:+0.6;Size:-0.9;Momentum:+0.4;LowVol:-0.4 | MaxPos5%;NoDerivatives;NoMargin | 10 | 25 | 3 | trailing 10% | 140 | 13.1 | Volatile | 20.3 | 4.21 | 4 | 164 | -48 | 38 | 36 | false | Rebalance | Shift +1% to bonds from equity | 21 | 0 | BrokerA | LMT | 87 | null | null | Normal monitoring | 56 | -54 | 106 | 5 | false | Tax-aware sells next window |
P1210 | Active | IRA | USD | 2025-11-26 | 2,264,696 | 175,314 | 2,089,382 | 1 | 64.7 | 27.6 | 0 | 7.7 | VTI:21.6%;GLD:19.9%;IEF:21.6%;QQQ:21.6%;TLT:15.2% | US:72.8;EU:9.3;APAC:7.4;EM:6.4;Other:4.2 | Value:+0.7;Growth:-0.7;Quality:-0.4;Size:-0.4;Momentum:+1.0;LowVol:+0.3 | null | 7 | 25 | 5.2 | trailing 8% | 122 | 25 | Volatile | 23 | 4.27 | 2.4 | 174 | 35 | 62 | 54 | false | Rebalance | Shift +1% to bonds from equity | 21 | -36 | BrokerD | MKT | 100 | null | null | Normal monitoring | 77 | -40 | 181 | 5 | false | Monitor dispersion and breadth |
P1211 | Systematic | 401k | USD | 2025-07-04 | 961,412 | 64,739 | 896,673 | 1 | 58.2 | 28.5 | 5 | 8.2 | IEF:17.2%;BRK.B:19.4%;HYG:16.7%;GLD:23.3%;BND:23.3% | US:67.0;EU:14.8;APAC:5.7;EM:11.2;Other:1.3 | Value:-0.0;Growth:-0.2;Quality:+0.8;Size:+0.7;Momentum:+0.5;LowVol:+0.3 | NoDerivatives | 5 | 25 | 6 | trailing 8% | 122 | 27.9 | Bear | 31.1 | 3.9 | 2.4 | 187 | 22 | 71 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -3 | 4 | BrokerA | LMT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -3 | -11 | -35 | 3 | false | Increase defensive factor exposure |
P1212 | Hands-off | 401k | USD | 2025-07-27 | 351,647 | 29,242 | 322,405 | 1 | 63 | 22.7 | 7.1 | 7.3 | AAPL:21.4%;GLD:21.4%;QQQ:12.0%;BRK.B:7.8%;MSFT:16.1%;VTI:21.4% | US:71.5;EU:5.6;APAC:13.4;EM:8.8;Other:0.7 | Value:-0.0;Growth:+0.3;Quality:-0.7;Size:+0.1;Momentum:-0.6;LowVol:0.0 | ESGOnly;MaxPos6% | 7 | 25 | 3.7 | trailing 10% | 123 | 15.8 | Bull | 15.7 | 4.76 | 3.4 | 96 | 81 | 75 | 42 | false | Rebalance | Shift +1% to bonds from equity | -12 | -19 | BrokerB | LMT | 88 | null | null | Normal monitoring | 39 | -40 | 33 | 4 | false | Tax-aware sells next window |
P1213 | Cautious | Trust | USD | 2024-08-09 | 558,058 | 75,941 | 482,117 | 1 | 47.1 | 42 | 0 | 10.9 | TLT:33.3%;AAPL:33.3%;XLF:33.3% | US:71.5;EU:7.4;APAC:13.1;EM:5.6;Other:2.4 | Value:0.0;Growth:-0.9;Quality:0.0;Size:+0.8;Momentum:-1.0;LowVol:+0.5 | NoMargin | 8 | 25 | 3.1 | hard 10% | 103 | 17.6 | Bull | 13.7 | 4.56 | 2.3 | 70 | 19 | 72 | 34 | false | Hedge | Add TLT +1% as duration hedge | 16 | 6 | BrokerA | MKT | 93 | null | null | Normal monitoring | 89 | -58 | 98 | 4 | false | Tighten stops on momentum names |
P1214 | Active | IRA | USD | 2024-11-09 | 1,621,233 | 172,033 | 1,449,200 | 1 | 59.8 | 21.1 | 11.8 | 7.3 | TLT:25.5%;VOO:23.5%;GLD:25.5%;VTI:25.5% | US:70.2;EU:14.0;APAC:5.9;EM:6.9;Other:3.0 | Value:+1.0;Growth:-0.2;Quality:+0.8;Size:-0.5;Momentum:-0.2;LowVol:+0.4 | MaxPos8% | 6 | 25 | 4 | trailing 8% | 124 | 17.3 | Volatile | 21.2 | 5.24 | 4 | 179 | 73 | 78 | 55 | false | Buy | Add to core equity +1% | -5 | -3 | BrokerB | LMT | 98 | null | null | Normal monitoring | 44 | -18 | 108 | 3 | false | Increase defensive factor exposure |
P1215 | Opportunistic | Taxable | USD | 2025-03-13 | 1,418,738 | 48,741 | 1,369,997 | 1 | 70.5 | 16.6 | 6 | 6.8 | TSLA:23.4%;BND:10.9%;TLT:14.1%;MSFT:18.1%;IEF:10.2%;VNQ:23.4% | US:65.3;EU:16.5;APAC:8.4;EM:6.3;Other:3.4 | Value:-0.4;Growth:+0.5;Quality:-0.0;Size:+0.1;Momentum:+0.4;LowVol:+1.0 | null | 6 | 30 | 7 | trailing 9% | 220 | 27.6 | Volatile | 25.4 | 3.58 | 2.1 | 142 | 71 | 92 | 69 | false | Buy | Add to core equity +1% | 5 | -20 | BrokerB | LMT | 88 | null | null | Normal monitoring | -35 | 13 | -53 | 3 | false | Tighten stops on momentum names |
P1216 | Cautious | 401k | USD | 2024-08-12 | 676,839 | 83,325 | 593,514 | 1 | 39.9 | 32.9 | 9.7 | 17.5 | QQQ:27.0%;HYG:19.0%;GLD:27.0%;AMZN:27.0% | US:73.9;EU:10.3;APAC:8.6;EM:5.8;Other:1.3 | Value:+0.4;Growth:-0.9;Quality:-1.0;Size:+0.1;Momentum:0.0;LowVol:+0.8 | ESGOnly;MaxPos7%;NoMargin | 10 | 35 | 5.2 | trailing 8% | 91 | 18.6 | Bull | 16.5 | 4.64 | 2.1 | 89 | 41 | 62 | 30 | false | Rebalance | Shift +1% to bonds from equity | 12 | -37 | BrokerB | MKT | 90 | null | null | Normal monitoring | -5 | -10 | 113 | 4 | false | Monitor dispersion and breadth |
P1217 | Active | 401k | USD | 2025-07-17 | 1,769,182 | 140,910 | 1,628,272 | 1.24 | 59.5 | 21.5 | 12.5 | 6.4 | IEF:13.4%;MSFT:19.2%;MUB:22.5%;XLF:22.5%;BRK.B:22.5% | US:58.4;EU:13.9;APAC:14.3;EM:9.0;Other:4.3 | Value:-0.2;Growth:-0.3;Quality:-0.6;Size:-0.5;Momentum:-0.1;LowVol:0.0 | null | 7 | 25 | 5.3 | hard 12% | 163 | 18.7 | Bull | 16.1 | 4.44 | 3.4 | 73 | 75 | 75 | 56 | false | Buy | Add to core equity +1% | 22 | -5 | BrokerB | VWAP | 95 | null | null | Normal monitoring | -60 | -37 | -17 | 4 | false | Within IPS guidelines |
P1218 | Systematic | Roth | USD | 2024-09-25 | 1,654,552 | 135,096 | 1,519,456 | 1 | 62.6 | 29.9 | 0 | 7.5 | MSFT:10.1%;BRK.B:19.9%;TSLA:14.9%;XLF:18.4%;GLD:20.5%;IEF:16.2% | US:70.4;EU:14.6;APAC:6.5;EM:6.6;Other:1.9 | Value:+0.1;Growth:-0.0;Quality:-0.7;Size:-0.4;Momentum:-0.1;LowVol:0.0 | null | 7 | 35 | 5.7 | hard 12% | 147 | 19.3 | Volatile | 20.7 | 5.25 | 2.8 | 156 | -59 | 9 | 64 | false | Rebalance | Shift +1% to bonds from equity | 17 | -28 | BrokerB | MKT | 93 | null | null | Normal monitoring | 54 | -32 | 187 | 5 | false | Within IPS guidelines |
P1219 | Hands-off | Taxable | USD | 2024-10-21 | 399,651 | 21,390 | 378,261 | 1 | 66.6 | 26.2 | 0 | 7.2 | TSLA:27.4%;VOO:17.8%;AAPL:27.4%;BND:27.4% | US:63.4;EU:13.7;APAC:12.6;EM:6.2;Other:4.2 | Value:-0.3;Growth:+0.4;Quality:-0.8;Size:+0.3;Momentum:-0.6;LowVol:-0.5 | ESGOnly | 7 | 30 | 5.6 | trailing 8% | 132 | 14.3 | Volatile | 26 | 4.01 | 2.8 | 114 | 6 | 43 | 66 | false | Rebalance | Shift +1% to bonds from equity | 17 | -14 | BrokerA | LMT | 90 | null | null | Normal monitoring | -19 | -1 | 8 | 5 | false | Tax-aware sells next window |
P1220 | Systematic | Trust | USD | 2025-10-22 | 1,401,061 | 117,946 | 1,283,115 | 1 | 67.4 | 22.5 | 2.5 | 7.6 | VOO:9.7%;AMZN:21.5%;QQQ:17.6%;TSLA:17.2%;BND:12.5%;AAPL:21.5% | US:59.0;EU:11.5;APAC:14.9;EM:11.9;Other:2.7 | Value:-0.4;Growth:+0.1;Quality:+0.2;Size:-0.3;Momentum:-0.7;LowVol:-0.5 | MaxPos8%;NoDerivatives | 7 | 35 | 4.4 | trailing 9% | 182 | 21.1 | Volatile | 31.4 | 4.8 | 2.7 | 123 | 80 | 97 | 91 | true | Hedge | Buy index puts 1% notional | 14 | -6 | BrokerB | LMT | 94 | VAR>budget | Pause | Risk above budget threshold | 76 | -8 | 214 | 2 | false | Increase defensive factor exposure |
P1221 | Hands-off | Trust | USD | 2025-12-06 | 741,444 | 72,880 | 668,564 | 1 | 68.6 | 19.6 | 3.7 | 8.2 | MUB:9.8%;TLT:23.0%;VOO:12.4%;AMZN:23.0%;VNQ:13.8%;VTI:18.0% | US:72.7;EU:10.6;APAC:11.3;EM:4.6;Other:0.8 | Value:0.0;Growth:+0.9;Quality:+0.3;Size:-0.2;Momentum:+0.7;LowVol:-0.6 | ESGOnly;NoDerivatives | 7 | 35 | 6 | trailing 8% | 161 | 17.3 | Volatile | 27.4 | 5.21 | 3.5 | 143 | 26 | 70 | 79 | true | Hedge | Buy index puts 1% notional | 1 | -23 | BrokerD | VWAP | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -31 | -25 | -44 | 5 | false | Tax-aware sells next window |
P1222 | Active | IRA | USD | 2024-11-22 | 2,416,775 | 176,941 | 2,239,834 | 1 | 57.6 | 20.3 | 12.9 | 9.2 | TSLA:18.3%;TLT:13.4%;XLF:20.8%;AMZN:18.6%;GLD:9.7%;VOO:19.3% | US:67.9;EU:16.1;APAC:8.8;EM:4.9;Other:2.3 | Value:+0.1;Growth:+0.8;Quality:+0.4;Size:-0.9;Momentum:+0.1;LowVol:+0.1 | MaxPos7%;NoDerivatives | 5 | 25 | 4.3 | trailing 8% | 214 | 17.7 | Volatile | 30.1 | 4.6 | 2.6 | 144 | 41 | 84 | 69 | true | Hedge | Buy index puts 1% notional | -3 | -34 | BrokerC | MKT | 87 | VAR>budget | Hedge | Risk above budget threshold | 108 | -39 | 240 | 5 | false | Tighten stops on momentum names |
P1223 | Cautious | Taxable | USD | 2024-08-17 | 164,563 | 16,928 | 147,635 | 1 | 40.7 | 38.5 | 4.1 | 16.7 | MSFT:23.7%;VOO:25.4%;XLF:25.4%;VNQ:25.4% | US:71.7;EU:9.9;APAC:8.8;EM:4.9;Other:4.6 | Value:+0.5;Growth:-0.5;Quality:-0.3;Size:+0.3;Momentum:-0.3;LowVol:+0.5 | ESGOnly;NoMargin | 6 | 35 | 5.7 | trailing 8% | 118 | 16.6 | Sideways | 14.2 | 3.77 | 2.8 | 128 | -2 | 44 | 25 | false | Buy | Add to core equity +1% | 12 | -24 | BrokerC | MKT | 100 | null | null | Normal monitoring | -27 | 18 | 100 | 4 | false | Tax-aware sells next window |
P1224 | Systematic | Taxable | USD | 2025-09-21 | 1,480,191 | 110,452 | 1,369,739 | 1 | 69.8 | 20.1 | 3.1 | 6.9 | IEF:18.4%;HYG:26.5%;TLT:14.6%;MSFT:14.0%;TSLA:26.5% | US:71.6;EU:12.4;APAC:7.8;EM:5.1;Other:3.1 | Value:-0.5;Growth:+0.2;Quality:+0.1;Size:-0.2;Momentum:-0.1;LowVol:-0.8 | null | 8 | 30 | 5.1 | trailing 9% | 203 | 27.3 | Bull | 14 | 4.84 | 2.4 | 95 | 31 | 76 | 57 | false | Rebalance | Shift +1% to bonds from equity | 6 | 14 | BrokerD | VWAP | 92 | null | null | Normal monitoring | -15 | -8 | 40 | 4 | false | Within IPS guidelines |
P1225 | Hands-off | Trust | USD | 2024-11-13 | 151,665 | 8,064 | 143,601 | 1 | 65.1 | 28 | 0 | 6.9 | XLF:22.4%;TLT:23.2%;TSLA:23.2%;HYG:23.2%;MSFT:7.8% | US:64.2;EU:14.4;APAC:11.6;EM:7.2;Other:2.6 | Value:+0.4;Growth:+0.3;Quality:+0.9;Size:-0.1;Momentum:-0.6;LowVol:-0.5 | MaxPos6% | 5 | 25 | 3.1 | trailing 8% | 167 | 13.2 | Bear | 23.3 | 3.28 | 2.2 | 207 | 36 | 76 | 59 | false | Hedge | Add TLT +1% as duration hedge | -7 | -7 | BrokerB | MKT | 99 | null | null | Normal monitoring | -51 | -11 | -50 | 4 | false | Tighten stops on momentum names |
P1226 | Hands-off | 401k | USD | 2025-01-24 | 662,335 | 54,993 | 607,342 | 1 | 57.2 | 25.1 | 10.3 | 7.4 | QQQ:25.7%;MUB:25.7%;VNQ:25.7%;GLD:22.8% | US:62.1;EU:6.5;APAC:15.9;EM:10.1;Other:5.4 | Value:+0.9;Growth:+0.1;Quality:+0.6;Size:-0.2;Momentum:+0.7;LowVol:-0.3 | null | 7 | 25 | 3.6 | hard 10% | 146 | 14.5 | Bull | 16.6 | 3.74 | 3 | 119 | 40 | 82 | 50 | false | Rebalance | Shift +1% to bonds from equity | 21 | -28 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 99 | -53 | 172 | 4 | false | Within IPS guidelines |
P1227 | Active | 401k | USD | 2025-05-29 | 1,993,897 | 133,921 | 1,859,976 | 1 | 64.8 | 28.4 | 0 | 6.8 | VNQ:19.0%;TLT:28.1%;BRK.B:28.1%;VOO:24.8% | US:66.0;EU:6.7;APAC:16.5;EM:7.8;Other:3.0 | Value:-0.6;Growth:-0.4;Quality:-0.2;Size:+0.4;Momentum:-1.0;LowVol:-0.9 | null | 7 | 30 | 4.9 | hard 12% | 224 | 21.7 | Bull | 11.1 | 4.12 | 3.2 | 83 | 59 | 82 | 37 | false | Buy | Add to core equity +1% | 9 | -40 | BrokerC | LMT | 98 | null | null | Normal monitoring | 93 | 20 | 134 | 3 | false | Tax-aware sells next window |
P1228 | Hands-off | IRA | USD | 2025-02-09 | 698,141 | 44,998 | 653,143 | 1 | 71.2 | 20.3 | 0 | 8.4 | VOO:22.4%;QQQ:11.1%;HYG:22.4%;VTI:22.4%;GLD:21.8% | US:68.2;EU:8.6;APAC:10.0;EM:9.7;Other:3.5 | Value:+0.8;Growth:-0.6;Quality:-0.4;Size:+0.8;Momentum:-0.7;LowVol:-0.4 | null | 7 | 35 | 4.8 | trailing 8% | 160 | 13.5 | Sideways | 21.7 | 4.1 | 3.1 | 114 | 25 | 58 | 56 | false | Rebalance | Shift +1% to bonds from equity | 13 | 13 | BrokerD | LMT | 91 | null | null | Normal monitoring | 89 | -55 | 80 | 4 | false | Within IPS guidelines |
P1229 | Opportunistic | IRA | USD | 2025-03-08 | 1,031,895 | 32,641 | 999,254 | 1.08 | 68.3 | 13.5 | 9.9 | 8.3 | AMZN:33.3%;AAPL:33.3%;MUB:33.3% | US:62.3;EU:20.5;APAC:10.5;EM:4.2;Other:2.5 | Value:+0.5;Growth:-0.1;Quality:-0.9;Size:-0.6;Momentum:+0.2;LowVol:-0.5 | null | 8 | 25 | 4.5 | trailing 7% | 170 | 29.4 | Bear | 29.6 | 3.84 | 2.1 | 170 | -83 | 5 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 8 | 14 | BrokerD | MKT | 96 | VAR>budget | TightenStops | Risk above budget threshold | 25 | -27 | 84 | 5 | false | Increase defensive factor exposure |
P1230 | Active | Taxable | USD | 2025-10-28 | 1,755,888 | 153,328 | 1,602,560 | 1 | 62.1 | 19.5 | 12 | 6.4 | IEF:22.8%;BND:22.8%;AAPL:11.5%;MUB:12.3%;VNQ:22.8%;TSLA:7.9% | US:67.1;EU:14.9;APAC:8.4;EM:6.0;Other:3.6 | Value:+0.8;Growth:-0.1;Quality:+0.8;Size:-0.4;Momentum:+0.5;LowVol:+0.5 | MaxPos5%;NoDerivatives | 8 | 35 | 5.8 | trailing 8% | 125 | 21.6 | Sideways | 17 | 4.62 | 2.9 | 126 | -26 | 30 | 45 | false | Hedge | Add TLT +1% as duration hedge | 10 | -12 | BrokerD | VWAP | 98 | null | null | Normal monitoring | -58 | -49 | 72 | 5 | false | Monitor dispersion and breadth |
P1231 | Cautious | IRA | USD | 2025-11-20 | 674,068 | 66,028 | 608,040 | 1 | 41 | 42.2 | 6 | 10.7 | VNQ:9.2%;GLD:9.1%;QQQ:22.5%;AMZN:14.0%;TSLA:22.5%;BRK.B:22.5% | US:68.5;EU:6.3;APAC:14.1;EM:7.4;Other:3.8 | Value:+0.9;Growth:+0.1;Quality:-0.8;Size:+0.3;Momentum:+0.8;LowVol:-0.3 | NoDerivatives;NoMargin | 10 | 30 | 5.9 | trailing 10% | 157 | 16.9 | Volatile | 25.7 | 5.41 | 3.2 | 115 | -25 | 51 | 58 | false | Buy | Add to core equity +1% | -6 | -6 | BrokerB | VWAP | 97 | null | null | Normal monitoring | 120 | -43 | 182 | 4 | false | Tax-aware sells next window |
P1232 | Hands-off | Taxable | USD | 2025-03-01 | 444,505 | 31,473 | 413,032 | 1 | 59.6 | 25.1 | 7.2 | 8.2 | VTI:21.2%;TSLA:23.3%;BRK.B:17.8%;HYG:14.3%;QQQ:23.3% | US:71.2;EU:13.0;APAC:9.6;EM:5.4;Other:0.8 | Value:0.0;Growth:+0.3;Quality:+0.1;Size:+0.3;Momentum:-0.8;LowVol:+0.7 | null | 7 | 35 | 5 | trailing 8% | 92 | 18.8 | Volatile | 21.6 | 4.25 | 2.9 | 177 | 66 | 90 | 61 | false | Buy | Add to core equity +1% | -8 | -32 | BrokerD | VWAP | 96 | null | null | Normal monitoring | -15 | -17 | -23 | 4 | false | Monitor dispersion and breadth |
P1233 | Hands-off | Trust | USD | 2025-04-19 | 765,687 | 71,482 | 694,205 | 1 | 65.5 | 18.3 | 7.4 | 8.9 | GLD:21.0%;TLT:9.5%;AAPL:7.8%;VTI:19.8%;MSFT:21.0%;XLF:21.0% | US:65.3;EU:17.7;APAC:5.3;EM:10.3;Other:1.4 | Value:+0.1;Growth:+0.7;Quality:+0.3;Size:-0.3;Momentum:-0.2;LowVol:-0.8 | ESGOnly;NoDerivatives | 5 | 30 | 3.5 | trailing 8% | 116 | 13.5 | Volatile | 32 | 4.04 | 2.1 | 178 | 76 | 80 | 90 | true | Reduce | Cut high-beta by 2-3%, add cash | -8 | -17 | BrokerB | LMT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 102 | -15 | 234 | 2 | false | Tax-aware sells next window |
P1234 | Cautious | Trust | USD | 2024-09-11 | 403,377 | 32,837 | 370,540 | 1 | 47.9 | 31.6 | 3.3 | 17.2 | AMZN:19.3%;TLT:10.7%;MUB:10.6%;VOO:21.4%;VNQ:20.8%;MSFT:17.2% | US:77.1;EU:6.9;APAC:6.1;EM:6.1;Other:3.7 | Value:+0.7;Growth:+0.8;Quality:+0.2;Size:-0.9;Momentum:+0.5;LowVol:+0.4 | ESGOnly;NoMargin | 5 | 25 | 4.4 | trailing 8% | 161 | 16.2 | Volatile | 26.9 | 4.82 | 3.6 | 166 | 73 | 90 | 61 | false | Buy | Add to core equity +1% | 30 | -12 | BrokerA | LMT | 88 | null | null | Normal monitoring | 6 | 9 | 100 | 5 | false | Within IPS guidelines |
P1235 | Opportunistic | Trust | USD | 2025-09-15 | 603,119 | 36,145 | 566,974 | 1 | 69 | 18.1 | 8.5 | 4.4 | TLT:17.5%;TSLA:10.9%;AMZN:23.9%;AAPL:23.9%;IEF:23.9% | US:66.4;EU:7.2;APAC:12.7;EM:10.1;Other:3.7 | Value:-0.3;Growth:-0.9;Quality:+0.1;Size:-0.4;Momentum:+0.9;LowVol:-0.8 | null | 6 | 35 | 5.4 | trailing 7% | 184 | 27 | Bear | 30.7 | 3.67 | 2.1 | 194 | 32 | 76 | 78 | true | Rebalance | Rebalance back to target bands | -4 | 12 | BrokerC | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 75 | -2 | 58 | 2 | false | Tighten stops on momentum names |
P1236 | Cautious | Roth | USD | 2025-03-02 | 249,421 | 38,192 | 211,229 | 1 | 44.2 | 39.2 | 1.7 | 14.9 | BRK.B:24.4%;VOO:17.4%;VTI:24.4%;VNQ:18.1%;AAPL:15.7% | US:68.0;EU:16.8;APAC:6.2;EM:5.3;Other:3.7 | Value:-0.8;Growth:-0.3;Quality:-0.2;Size:-0.0;Momentum:+0.7;LowVol:+0.3 | ESGOnly;NoMargin | 7 | 25 | 5.2 | trailing 8% | 93 | 16.9 | Sideways | 19.5 | 4.79 | 3.3 | 96 | 0 | 39 | 46 | false | Rebalance | Shift +1% to bonds from equity | -4 | 2 | BrokerB | LMT | 86 | null | null | Normal monitoring | 40 | 0 | 179 | 3 | false | Tax-aware sells next window |
P1237 | Active | Trust | USD | 2025-04-04 | 2,237,467 | 138,445 | 2,099,022 | 1 | 53.7 | 27.8 | 12 | 6.5 | IEF:27.9%;MUB:24.4%;TSLA:20.3%;MSFT:27.3% | US:67.5;EU:18.0;APAC:8.4;EM:4.0;Other:2.0 | Value:+0.8;Growth:+0.9;Quality:+0.9;Size:+0.4;Momentum:-0.5;LowVol:-0.8 | NoDerivatives | 5 | 30 | 4.5 | trailing 8% | 144 | 21.5 | Bull | 16 | 4.7 | 2.7 | 116 | 10 | 61 | 43 | false | Rebalance | Shift +1% to bonds from equity | 9 | -32 | BrokerC | MKT | 89 | null | null | Normal monitoring | 6 | -54 | 112 | 3 | false | Within IPS guidelines |
P1238 | Hands-off | Roth | USD | 2024-11-02 | 205,885 | 12,011 | 193,874 | 1 | 56 | 24.1 | 12.6 | 7.3 | VNQ:11.5%;TLT:18.4%;MUB:13.3%;AAPL:20.4%;AMZN:15.9%;MSFT:20.4% | US:59.0;EU:18.2;APAC:11.9;EM:8.8;Other:2.1 | Value:+0.5;Growth:-0.0;Quality:-0.9;Size:+1.0;Momentum:+0.7;LowVol:-0.9 | ESGOnly | 6 | 25 | 3.8 | trailing 8% | 166 | 17.5 | Bull | 12.1 | 3.61 | 3.4 | 87 | 37 | 74 | 45 | false | Sell | Trim extended winner -1% | 5 | -19 | BrokerA | VWAP | 88 | null | null | Normal monitoring | 97 | 11 | 78 | 3 | false | Increase defensive factor exposure |
P1239 | Active | Trust | USD | 2024-09-25 | 1,689,450 | 125,780 | 1,563,670 | 1 | 58.6 | 31 | 2.4 | 8 | BND:28.6%;TLT:14.1%;AMZN:28.6%;IEF:28.6% | US:64.2;EU:12.6;APAC:8.1;EM:10.1;Other:5.0 | Value:-0.4;Growth:+1.0;Quality:-0.1;Size:-0.9;Momentum:+0.8;LowVol:+0.9 | MaxPos6% | 8 | 35 | 5.3 | trailing 8% | 135 | 27.6 | Sideways | 20.3 | 3.79 | 3.1 | 132 | 19 | 57 | 64 | false | NoAction | Within bands; monitor | -1 | -37 | BrokerA | MKT | 0 | null | null | Normal monitoring | 120 | -3 | 111 | 4 | false | Monitor dispersion and breadth |
P1240 | Hands-off | Roth | USD | 2024-09-13 | 545,347 | 32,181 | 513,166 | 1 | 56.9 | 16.7 | 19 | 7.4 | AMZN:23.6%;XLF:9.2%;MSFT:10.9%;MUB:23.6%;BND:17.6%;AAPL:15.1% | US:61.3;EU:15.6;APAC:13.9;EM:8.6;Other:0.7 | Value:-0.5;Growth:+0.2;Quality:-0.8;Size:-0.2;Momentum:-0.2;LowVol:-0.4 | MaxPos7% | 7 | 35 | 5 | trailing 8% | 128 | 18.9 | Bear | 30.5 | 3.73 | 2.3 | 191 | -65 | 13 | 84 | true | Hedge | Buy index puts 1% notional | -14 | 11 | BrokerC | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | 56 | 2 | 123 | 4 | false | Within IPS guidelines |
P1241 | Active | 401k | USD | 2024-11-17 | 1,056,043 | 102,346 | 953,697 | 1.2 | 59.4 | 29.2 | 3.9 | 7.5 | VOO:29.4%;XLF:35.3%;TLT:35.3% | US:70.3;EU:10.0;APAC:8.7;EM:8.2;Other:2.9 | Value:-0.6;Growth:-0.7;Quality:+0.7;Size:+1.0;Momentum:-0.7;LowVol:-1.0 | NoDerivatives | 10 | 30 | 5.4 | trailing 8% | 157 | 22 | Bear | 27.2 | 3.19 | 1.7 | 133 | -37 | 21 | 64 | false | Rebalance | Shift +1% to bonds from equity | 4 | -14 | BrokerD | MKT | 94 | null | null | Normal monitoring | 103 | -52 | 70 | 5 | false | Within IPS guidelines |
P1242 | Active | Taxable | USD | 2025-05-20 | 810,464 | 54,676 | 755,788 | 1 | 53.5 | 28.4 | 12.5 | 5.6 | XLF:24.5%;TSLA:24.5%;BND:16.7%;QQQ:12.3%;HYG:21.9% | US:68.9;EU:10.9;APAC:5.7;EM:13.0;Other:1.6 | Value:-0.8;Growth:+0.1;Quality:-0.1;Size:+0.8;Momentum:-0.7;LowVol:+0.3 | MaxPos7% | 10 | 25 | 5.9 | hard 12% | 229 | 26 | Sideways | 17.8 | 3.76 | 3.1 | 130 | -28 | 27 | 50 | false | Rebalance | Shift +1% to bonds from equity | 6 | -40 | BrokerB | MKT | 90 | null | null | Normal monitoring | 84 | 13 | 124 | 3 | false | Tax-aware sells next window |
P1243 | Cautious | Roth | USD | 2025-11-14 | 161,909 | 22,704 | 139,205 | 1 | 40.9 | 33 | 9.4 | 16.7 | QQQ:25.1%;AAPL:25.1%;TSLA:25.1%;TLT:24.6% | US:74.7;EU:7.2;APAC:6.5;EM:9.4;Other:2.2 | Value:-0.4;Growth:-0.5;Quality:+0.7;Size:+0.3;Momentum:-0.3;LowVol:-0.4 | MaxPos5%;NoDerivatives;NoMargin | 5 | 30 | 5.4 | trailing 10% | 122 | 17.8 | Volatile | 21.5 | 4.44 | 3.4 | 160 | 63 | 92 | 37 | false | Sell | Trim extended winner -1% | 10 | 1 | BrokerA | LMT | 91 | null | null | Normal monitoring | 62 | 12 | 34 | 3 | false | Tighten stops on momentum names |
P1244 | Opportunistic | Taxable | USD | 2025-09-17 | 579,507 | 49,209 | 530,298 | 1.19 | 63.9 | 16.4 | 13.9 | 5.8 | TSLA:18.3%;BND:21.9%;MSFT:21.9%;GLD:15.9%;VNQ:21.9% | US:69.0;EU:11.3;APAC:8.9;EM:9.8;Other:0.9 | Value:+0.1;Growth:-1.0;Quality:-0.6;Size:-0.6;Momentum:+0.7;LowVol:-0.2 | MaxPos5% | 8 | 30 | 4 | hard 12% | 224 | 21.7 | Bull | 12 | 4.41 | 2.5 | 71 | 6 | 40 | 43 | false | Sell | Trim extended winner -1% | 10 | -36 | BrokerA | MKT | 86 | null | null | Normal monitoring | 119 | -24 | 195 | 4 | false | Monitor dispersion and breadth |
P1245 | Systematic | Trust | USD | 2025-11-06 | 685,943 | 28,326 | 657,617 | 1 | 60.3 | 32.8 | 0.3 | 6.6 | QQQ:32.9%;MSFT:33.6%;GLD:33.6% | US:75.9;EU:8.1;APAC:6.5;EM:8.0;Other:1.5 | Value:+0.8;Growth:-0.5;Quality:+0.2;Size:-0.9;Momentum:+0.3;LowVol:+0.7 | NoDerivatives | 10 | 30 | 5.8 | trailing 9% | 229 | 16.1 | Bull | 12 | 3.84 | 3.1 | 81 | 6 | 56 | 48 | false | Buy | Add to core equity +1% | 2 | -3 | BrokerC | LMT | 99 | null | null | Normal monitoring | 28 | 12 | 15 | 5 | false | Tax-aware sells next window |
P1246 | Cautious | Trust | USD | 2025-03-04 | 838,411 | 85,330 | 753,081 | 1 | 49.7 | 30.4 | 6.3 | 13.5 | BRK.B:19.8%;TSLA:20.7%;VNQ:10.8%;HYG:24.3%;VTI:24.3% | US:70.0;EU:7.0;APAC:14.7;EM:4.2;Other:4.1 | Value:-0.5;Growth:-0.3;Quality:+0.4;Size:0.0;Momentum:-0.4;LowVol:-0.3 | MaxPos7%;NoDerivatives;NoMargin | 8 | 30 | 5.3 | hard 10% | 90 | 18.9 | Bull | 17.3 | 3.51 | 2.7 | 77 | 33 | 51 | 49 | false | NoAction | Within bands; monitor | -6 | 0 | BrokerA | MKT | 0 | null | null | Normal monitoring | -31 | -31 | -45 | 4 | false | Increase defensive factor exposure |
P1247 | Opportunistic | Taxable | USD | 2024-08-08 | 740,683 | 41,284 | 699,399 | 1 | 61.1 | 21.9 | 11.9 | 5.1 | XLF:26.5%;HYG:26.5%;AAPL:20.5%;TSLA:26.5% | US:65.3;EU:16.4;APAC:10.1;EM:3.8;Other:4.4 | Value:-0.5;Growth:+0.5;Quality:+0.8;Size:-0.5;Momentum:+0.4;LowVol:+0.3 | MaxPos8% | 7 | 30 | 6.8 | trailing 9% | 210 | 20.1 | Volatile | 26 | 5.15 | 4.3 | 154 | -8 | 50 | 77 | true | Hedge | Buy index puts 1% notional | 30 | -40 | BrokerA | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | 72 | 12 | 115 | 3 | false | Increase defensive factor exposure |
P1248 | Systematic | Roth | USD | 2025-09-14 | 1,931,896 | 109,475 | 1,822,421 | 1 | 57 | 29.3 | 5.9 | 7.8 | TSLA:33.3%;VTI:33.3%;VNQ:33.3% | US:56.8;EU:20.6;APAC:12.2;EM:7.7;Other:2.7 | Value:+0.6;Growth:+0.5;Quality:+0.9;Size:-0.3;Momentum:-0.9;LowVol:-0.9 | null | 7 | 25 | 4 | trailing 9% | 165 | 18 | Bear | 27.5 | 3.99 | 1.9 | 181 | -79 | 5 | 73 | true | Rebalance | Rebalance back to target bands | 31 | -35 | BrokerB | LMT | 97 | VAR>budget | Reduce | Risk above budget threshold | -5 | -48 | 39 | 3 | false | Monitor dispersion and breadth |
P1249 | Active | Trust | USD | 2025-05-13 | 2,309,420 | 162,830 | 2,146,590 | 1 | 61 | 20.9 | 8.5 | 9.6 | VNQ:21.1%;VTI:21.1%;HYG:17.5%;MSFT:21.1%;BRK.B:19.2% | US:65.5;EU:11.0;APAC:12.5;EM:7.2;Other:3.8 | Value:+0.9;Growth:+0.8;Quality:+0.4;Size:+0.7;Momentum:+0.6;LowVol:0.0 | null | 5 | 35 | 4.9 | hard 12% | 125 | 17.3 | Bull | 12.9 | 4.84 | 3.3 | 93 | 47 | 63 | 35 | false | Buy | Add to core equity +1% | 13 | -9 | BrokerB | LMT | 98 | null | null | Normal monitoring | -54 | -50 | -5 | 5 | false | Monitor dispersion and breadth |
P1250 | Active | 401k | USD | 2025-12-06 | 740,352 | 69,084 | 671,268 | 1 | 60.8 | 30.1 | 0 | 9.1 | MUB:37.9%;VTI:37.9%;TLT:24.3% | US:66.0;EU:10.5;APAC:12.7;EM:7.6;Other:3.3 | Value:+0.9;Growth:+0.7;Quality:+0.2;Size:+0.1;Momentum:-0.1;LowVol:+0.3 | null | 8 | 25 | 5.1 | trailing 8% | 200 | 18.2 | Sideways | 18.8 | 4.57 | 2.9 | 127 | -17 | 47 | 58 | false | Sell | Trim extended winner -1% | 6 | -31 | BrokerA | LMT | 98 | null | null | Normal monitoring | 101 | 13 | 185 | 5 | false | Monitor dispersion and breadth |
P1251 | Cautious | Trust | USD | 2024-10-26 | 448,711 | 70,239 | 378,472 | 1 | 48.4 | 37.7 | 0 | 13.9 | TLT:26.3%;XLF:21.2%;BND:26.3%;TSLA:26.3% | US:68.7;EU:10.7;APAC:12.3;EM:3.3;Other:5.1 | Value:+0.3;Growth:-0.9;Quality:+0.2;Size:-0.3;Momentum:-0.5;LowVol:+0.2 | NoMargin | 8 | 25 | 3.3 | hard 10% | 102 | 18.9 | Bull | 14.7 | 4.04 | 2 | 74 | 96 | 100 | 34 | false | Rebalance | Shift +1% to bonds from equity | 17 | -4 | BrokerB | LMT | 90 | null | null | Normal monitoring | -9 | -19 | -18 | 5 | false | Tighten stops on momentum names |
P1252 | Opportunistic | Taxable | USD | 2025-06-14 | 464,656 | 30,329 | 434,327 | 1.07 | 72.8 | 17.5 | 4.6 | 5.2 | HYG:24.4%;AAPL:24.4%;BND:24.4%;MUB:16.1%;VOO:10.9% | US:71.9;EU:10.8;APAC:8.7;EM:8.0;Other:0.7 | Value:-0.9;Growth:+0.6;Quality:+0.6;Size:+0.1;Momentum:+0.1;LowVol:+0.1 | NoDerivatives | 10 | 25 | 4.6 | trailing 7% | 176 | 25 | Bull | 17.9 | 4.63 | 3.3 | 102 | 21 | 46 | 65 | false | Rebalance | Shift +1% to bonds from equity | 24 | -10 | BrokerC | LMT | 86 | null | null | Normal monitoring | 61 | -35 | 140 | 5 | false | Within IPS guidelines |
P1253 | Opportunistic | 401k | USD | 2024-11-26 | 1,306,370 | 57,142 | 1,249,228 | 1 | 68.8 | 15.2 | 7.7 | 8.3 | AMZN:21.6%;VOO:21.6%;BRK.B:18.7%;VTI:16.6%;BND:21.6% | US:67.8;EU:7.4;APAC:10.3;EM:10.3;Other:4.2 | Value:-0.8;Growth:+0.9;Quality:-0.2;Size:-0.7;Momentum:+0.1;LowVol:0.0 | MaxPos5% | 5 | 35 | 5.5 | trailing 7% | 217 | 23.3 | Sideways | 15.5 | 3.71 | 2.2 | 102 | 38 | 67 | 44 | false | Rebalance | Shift +1% to bonds from equity | -8 | -29 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 58 | -54 | 69 | 5 | false | Within IPS guidelines |
P1254 | Hands-off | Roth | USD | 2024-10-07 | 733,013 | 46,158 | 686,855 | 1 | 64.7 | 17.4 | 12 | 5.9 | AMZN:25.0%;BRK.B:25.0%;XLF:25.0%;VNQ:25.0% | US:66.7;EU:11.5;APAC:10.6;EM:9.4;Other:1.8 | Value:0.0;Growth:-0.7;Quality:-0.2;Size:+0.5;Momentum:-0.7;LowVol:+0.5 | ESGOnly;MaxPos5%;NoDerivatives | 7 | 30 | 5.2 | trailing 10% | 112 | 15 | Sideways | 17.8 | 3.56 | 2.9 | 105 | 52 | 77 | 51 | false | Hedge | Add TLT +1% as duration hedge | 30 | -15 | BrokerD | VWAP | 100 | null | null | Normal monitoring | 79 | -17 | 119 | 3 | false | Tighten stops on momentum names |
P1255 | Active | Trust | USD | 2024-12-04 | 1,565,499 | 127,209 | 1,438,290 | 1.13 | 51.9 | 26.4 | 12.9 | 8.7 | IEF:22.7%;VOO:22.7%;BND:19.9%;GLD:12.0%;QQQ:22.7% | US:68.6;EU:8.1;APAC:14.4;EM:5.0;Other:4.0 | Value:-0.3;Growth:-0.7;Quality:+0.1;Size:0.0;Momentum:-0.4;LowVol:+0.2 | null | 7 | 25 | 4.9 | trailing 8% | 139 | 16.5 | Sideways | 16.3 | 3.72 | 3.3 | 121 | 41 | 80 | 34 | true | Hedge | Buy index puts 1% notional | -11 | -4 | BrokerA | LMT | 100 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 82 | -42 | 133 | 4 | false | Within IPS guidelines |
P1256 | Cautious | 401k | USD | 2025-01-21 | 375,329 | 33,272 | 342,057 | 1 | 37.9 | 31.7 | 16 | 14.4 | MUB:16.7%;IEF:17.7%;AMZN:19.2%;TLT:23.2%;XLF:23.2% | US:63.6;EU:11.3;APAC:10.7;EM:10.4;Other:4.0 | Value:-0.9;Growth:-0.8;Quality:+0.7;Size:+0.9;Momentum:-0.9;LowVol:-0.6 | ESGOnly;NoMargin | 10 | 30 | 5.8 | trailing 8% | 140 | 17.6 | Bull | 16.7 | 4.51 | 2.1 | 106 | 114 | 100 | 35 | false | NoAction | Within bands; monitor | -1 | -23 | BrokerB | LMT | 88 | null | null | Normal monitoring | -2 | -8 | 122 | 4 | false | Increase defensive factor exposure |
P1257 | Cautious | IRA | USD | 2025-10-20 | 291,893 | 28,279 | 263,614 | 1 | 35.6 | 32.1 | 15 | 17.3 | BND:27.8%;GLD:27.8%;MUB:25.7%;BRK.B:18.6% | US:65.6;EU:15.0;APAC:13.0;EM:6.2;Other:0.2 | Value:-0.5;Growth:-0.6;Quality:+0.5;Size:+0.8;Momentum:+0.5;LowVol:-0.1 | ESGOnly;MaxPos7%;NoMargin | 7 | 25 | 3.4 | hard 10% | 92 | 16.2 | Bull | 13.5 | 4.59 | 2.5 | 75 | 68 | 72 | 36 | false | Buy | Add to core equity +1% | 2 | -30 | BrokerD | MKT | 92 | null | null | Normal monitoring | 93 | 2 | 125 | 4 | false | Increase defensive factor exposure |
P1258 | Systematic | Taxable | USD | 2025-01-25 | 1,719,107 | 160,282 | 1,558,825 | 1 | 60.6 | 32 | 0 | 7.3 | BND:23.7%;AMZN:21.3%;QQQ:27.5%;TLT:27.5% | US:71.6;EU:13.9;APAC:5.6;EM:8.1;Other:0.7 | Value:+0.2;Growth:-0.8;Quality:+0.8;Size:+0.5;Momentum:-0.7;LowVol:+0.6 | null | 6 | 30 | 5.5 | trailing 9% | 177 | 24.7 | Bull | 17.7 | 3.78 | 2.5 | 89 | 66 | 69 | 51 | false | Hedge | Add TLT +1% as duration hedge | 1 | -32 | BrokerC | LMT | 99 | null | null | Normal monitoring | -40 | -57 | -45 | 3 | false | Tighten stops on momentum names |
P1259 | Hands-off | Taxable | USD | 2024-07-21 | 677,818 | 57,678 | 620,140 | 1 | 61.5 | 21.6 | 11.8 | 5.1 | GLD:25.1%;AMZN:25.1%;TSLA:25.1%;AAPL:24.6% | US:65.2;EU:17.0;APAC:8.9;EM:5.7;Other:3.3 | Value:+1.0;Growth:-0.3;Quality:-0.2;Size:-0.6;Momentum:-0.1;LowVol:+0.2 | ESGOnly;NoDerivatives | 10 | 25 | 3 | trailing 10% | 124 | 14.7 | Volatile | 31.7 | 3.53 | 4.5 | 146 | -13 | 57 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | 3 | BrokerD | MKT | 91 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 58 | -7 | 141 | 4 | false | Increase defensive factor exposure |
P1260 | Active | Roth | USD | 2025-03-15 | 878,469 | 93,151 | 785,318 | 1 | 65 | 26.3 | 0 | 8.6 | GLD:21.9%;VNQ:21.9%;HYG:12.5%;TLT:21.9%;IEF:21.9% | US:66.6;EU:13.3;APAC:9.4;EM:6.8;Other:4.0 | Value:-0.2;Growth:+0.9;Quality:+0.9;Size:-0.2;Momentum:-0.4;LowVol:+0.5 | null | 5 | 35 | 5.4 | trailing 9% | 217 | 21.7 | Volatile | 20 | 3.65 | 2.4 | 171 | -37 | 37 | 66 | false | Sell | Trim extended winner -1% | 20 | 5 | BrokerA | MKT | 93 | null | null | Normal monitoring | 98 | -8 | 190 | 3 | false | Monitor dispersion and breadth |
P1261 | Cautious | Roth | USD | 2025-03-31 | 249,975 | 30,039 | 219,936 | 1 | 43.7 | 35.9 | 6.7 | 13.7 | HYG:33.3%;XLF:33.3%;VNQ:33.3% | US:60.2;EU:19.3;APAC:6.5;EM:9.2;Other:4.7 | Value:-0.9;Growth:-0.5;Quality:+0.6;Size:+0.6;Momentum:-0.2;LowVol:-0.5 | ESGOnly;NoDerivatives;NoMargin | 6 | 35 | 4.5 | hard 10% | 159 | 15.5 | Bull | 17.6 | 4.75 | 2.7 | 72 | 71 | 87 | 51 | false | Rebalance | Shift +1% to bonds from equity | 29 | -16 | BrokerD | VWAP | 98 | null | null | Normal monitoring | -31 | -57 | -20 | 5 | false | Monitor dispersion and breadth |
P1262 | Hands-off | IRA | USD | 2025-09-13 | 622,393 | 27,053 | 595,340 | 1 | 57.8 | 15.2 | 21.7 | 5.3 | BND:16.8%;VTI:21.1%;HYG:21.1%;TSLA:21.1%;QQQ:19.9% | US:69.9;EU:9.1;APAC:12.2;EM:4.8;Other:4.0 | Value:+0.6;Growth:+0.1;Quality:+0.1;Size:+0.5;Momentum:+0.7;LowVol:+0.7 | MaxPos8%;NoDerivatives | 10 | 35 | 5.2 | hard 10% | 96 | 13.7 | Bull | 16.8 | 4.18 | 2.1 | 108 | 9 | 49 | 40 | false | NoAction | Within bands; monitor | 34 | 14 | BrokerA | LMT | 90 | null | null | Normal monitoring | 39 | -2 | 114 | 5 | false | Tighten stops on momentum names |
P1263 | Cautious | Roth | USD | 2025-04-11 | 725,826 | 111,237 | 614,589 | 1 | 36.6 | 31.3 | 19.9 | 12.2 | XLF:21.0%;TLT:7.3%;BND:21.0%;VTI:16.9%;BRK.B:13.1%;GLD:20.6% | US:65.1;EU:18.1;APAC:12.9;EM:3.7;Other:0.3 | Value:+0.5;Growth:+0.9;Quality:+0.2;Size:-0.7;Momentum:+0.3;LowVol:-0.8 | MaxPos8%;NoMargin | 8 | 25 | 4.1 | trailing 10% | 91 | 16.9 | Bear | 24.3 | 3.42 | 3 | 147 | 19 | 69 | 43 | false | Sell | Trim extended winner -1% | -11 | 2 | BrokerB | MKT | 90 | null | null | Normal monitoring | 84 | -57 | 165 | 3 | false | Tighten stops on momentum names |
P1264 | Cautious | IRA | USD | 2024-08-09 | 251,503 | 30,718 | 220,785 | 1 | 53.2 | 34.3 | 0 | 12.5 | IEF:10.8%;GLD:25.1%;AMZN:13.8%;VNQ:25.1%;VOO:25.1% | US:69.6;EU:14.2;APAC:4.8;EM:7.8;Other:3.6 | Value:+1.0;Growth:-0.3;Quality:-0.4;Size:+0.8;Momentum:+0.4;LowVol:-0.6 | ESGOnly;NoMargin | 10 | 25 | 5.5 | trailing 8% | 164 | 15.4 | Bull | 16.7 | 4.69 | 2.9 | 70 | 52 | 64 | 51 | false | Rebalance | Shift +1% to bonds from equity | 31 | -23 | BrokerD | LMT | 85 | null | null | Normal monitoring | -34 | -33 | 72 | 5 | false | Tighten stops on momentum names |
P1265 | Active | IRA | USD | 2024-08-20 | 1,607,801 | 118,800 | 1,489,001 | 1 | 57.7 | 29.3 | 5.9 | 7.1 | TSLA:33.4%;HYG:33.2%;VNQ:33.4% | US:69.9;EU:7.8;APAC:12.8;EM:7.9;Other:1.5 | Value:-0.6;Growth:+0.6;Quality:+0.5;Size:-0.9;Momentum:+0.6;LowVol:-0.8 | NoDerivatives | 10 | 35 | 5.8 | trailing 8% | 135 | 21 | Bull | 14.3 | 4.26 | 2.2 | 88 | 95 | 93 | 37 | false | Hedge | Add TLT +1% as duration hedge | -13 | 2 | BrokerC | MKT | 98 | null | null | Normal monitoring | 91 | -11 | 115 | 3 | false | Tax-aware sells next window |
P1266 | Hands-off | Trust | USD | 2025-11-02 | 734,822 | 44,893 | 689,929 | 1 | 58 | 26.8 | 10 | 5.3 | AAPL:20.6%;BRK.B:14.2%;VOO:16.4%;BND:24.4%;QQQ:24.4% | US:68.3;EU:7.2;APAC:8.9;EM:11.4;Other:4.2 | Value:+0.4;Growth:+0.1;Quality:-1.0;Size:-0.4;Momentum:-0.8;LowVol:-0.1 | ESGOnly | 8 | 25 | 4.6 | trailing 10% | 141 | 12.8 | Sideways | 21.1 | 4.26 | 2.7 | 135 | 34 | 52 | 54 | false | Rebalance | Shift +1% to bonds from equity | 35 | -40 | BrokerC | LMT | 90 | null | null | Normal monitoring | -19 | 9 | 36 | 4 | false | Tax-aware sells next window |
P1267 | Cautious | IRA | USD | 2025-08-11 | 447,680 | 62,854 | 384,826 | 1 | 49.2 | 37.8 | 0.3 | 12.8 | QQQ:20.4%;MUB:26.5%;VNQ:26.5%;AMZN:26.5% | US:66.5;EU:17.5;APAC:7.0;EM:5.9;Other:3.2 | Value:-0.6;Growth:+0.6;Quality:-0.5;Size:+0.6;Momentum:+0.7;LowVol:+0.1 | ESGOnly;NoMargin | 10 | 25 | 4.4 | hard 10% | 106 | 17 | Sideways | 17 | 4.35 | 3.4 | 131 | 41 | 78 | 43 | false | Sell | Trim extended winner -1% | -1 | -25 | BrokerD | LMT | 90 | null | null | Normal monitoring | 17 | 4 | 139 | 5 | false | Increase defensive factor exposure |
P1268 | Systematic | Roth | USD | 2025-03-31 | 1,365,995 | 133,996 | 1,231,999 | 1 | 62.5 | 20.1 | 10 | 7.4 | IEF:28.2%;QQQ:28.2%;BRK.B:15.4%;VOO:28.2% | US:64.9;EU:17.3;APAC:12.5;EM:4.6;Other:0.6 | Value:-1.0;Growth:-0.5;Quality:-0.1;Size:+0.7;Momentum:-0.5;LowVol:-0.9 | null | 7 | 30 | 4.4 | trailing 9% | 179 | 21.6 | Volatile | 20.6 | 5 | 4.2 | 177 | -41 | 23 | 63 | false | Hedge | Add TLT +1% as duration hedge | 6 | -33 | BrokerA | MKT | 96 | null | null | Normal monitoring | 35 | -23 | 58 | 5 | false | Within IPS guidelines |
P1269 | Cautious | Taxable | USD | 2025-11-28 | 154,815 | 19,245 | 135,570 | 1 | 37.6 | 43.7 | 3.8 | 15 | TSLA:24.3%;MSFT:25.2%;AAPL:25.2%;BND:25.2% | US:59.8;EU:17.4;APAC:13.6;EM:7.2;Other:2.0 | Value:-0.2;Growth:+0.4;Quality:-0.9;Size:-0.5;Momentum:+0.2;LowVol:-0.2 | NoMargin | 6 | 35 | 5 | hard 10% | 161 | 15.3 | Volatile | 29.3 | 4.74 | 2.6 | 117 | -25 | 33 | 53 | false | NoAction | Within bands; monitor | -3 | -6 | BrokerC | LMT | 100 | null | null | Normal monitoring | 28 | 19 | 125 | 3 | false | Tax-aware sells next window |
P1270 | Cautious | Trust | USD | 2025-02-23 | 625,035 | 69,732 | 555,303 | 1 | 48.6 | 34.9 | 6.3 | 10.2 | VOO:20.7%;TLT:21.3%;GLD:21.3%;BND:11.5%;MUB:17.0%;AMZN:8.2% | US:62.2;EU:16.9;APAC:14.8;EM:5.9;Other:0.2 | Value:+0.6;Growth:+0.1;Quality:+0.2;Size:+0.9;Momentum:-0.3;LowVol:+0.6 | NoMargin | 7 | 35 | 5.3 | trailing 8% | 158 | 12.3 | Volatile | 30.9 | 4.17 | 3.9 | 131 | -17 | 27 | 69 | false | Rebalance | Shift +1% to bonds from equity | -7 | 3 | BrokerB | MKT | 89 | null | null | Normal monitoring | -50 | 17 | -57 | 5 | false | Increase defensive factor exposure |
P1271 | Active | Taxable | USD | 2024-11-28 | 1,599,911 | 163,808 | 1,436,103 | 1.19 | 51.3 | 22.8 | 16 | 9.8 | XLF:18.2%;HYG:27.3%;TSLA:27.3%;AMZN:27.3% | US:66.7;EU:15.3;APAC:9.3;EM:5.3;Other:3.4 | Value:-0.3;Growth:+0.2;Quality:+0.3;Size:+0.7;Momentum:+0.2;LowVol:-0.5 | null | 10 | 30 | 4.2 | hard 12% | 175 | 17 | Bear | 26.6 | 3.16 | 1.1 | 132 | -111 | 9 | 64 | true | Hedge | Buy index puts 1% notional | 27 | -22 | BrokerD | MKT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 114 | -28 | 95 | 5 | false | Monitor dispersion and breadth |
P1272 | Active | Taxable | USD | 2025-07-05 | 2,023,422 | 199,833 | 1,823,589 | 1 | 58.1 | 30.9 | 4.8 | 6.2 | MSFT:37.0%;BRK.B:37.0%;IEF:25.9% | US:69.2;EU:15.2;APAC:5.4;EM:10.0;Other:0.2 | Value:-0.8;Growth:+0.4;Quality:-0.6;Size:-0.9;Momentum:-0.8;LowVol:+0.8 | null | 7 | 30 | 5.6 | hard 12% | 154 | 16.9 | Sideways | 19.8 | 4.48 | 2.3 | 137 | 18 | 53 | 56 | false | Buy | Add to core equity +1% | -8 | -14 | BrokerD | MKT | 85 | null | null | Normal monitoring | 39 | -11 | 86 | 5 | false | Within IPS guidelines |
P1273 | Cautious | 401k | USD | 2025-10-23 | 222,479 | 27,242 | 195,237 | 1 | 49.6 | 36.7 | 0 | 13.8 | TSLA:23.8%;IEF:38.1%;QQQ:38.1% | US:62.7;EU:19.4;APAC:7.4;EM:9.4;Other:1.1 | Value:+0.9;Growth:-0.9;Quality:-0.1;Size:+0.4;Momentum:+0.7;LowVol:-0.4 | NoDerivatives;NoMargin | 6 | 30 | 5.6 | trailing 10% | 130 | 16.5 | Bull | 14.4 | 3.91 | 2.7 | 80 | 33 | 74 | 38 | false | Rebalance | Shift +1% to bonds from equity | -2 | -4 | BrokerB | LMT | 98 | null | null | Normal monitoring | 105 | -41 | 197 | 5 | false | Within IPS guidelines |
P1274 | Cautious | 401k | USD | 2025-10-07 | 162,978 | 20,177 | 142,801 | 1 | 40.2 | 34.4 | 8 | 17.3 | VOO:14.6%;GLD:24.2%;VTI:12.9%;AMZN:24.2%;HYG:24.2% | US:65.8;EU:12.8;APAC:17.4;EM:3.9;Other:0.1 | Value:+1.0;Growth:+0.2;Quality:-0.8;Size:+0.2;Momentum:+0.7;LowVol:-0.4 | NoMargin | 7 | 30 | 5.5 | trailing 10% | 162 | 14.4 | Sideways | 21.5 | 4.1 | 3 | 121 | 26 | 53 | 37 | false | Sell | Trim extended winner -1% | 4 | 6 | BrokerA | LMT | 99 | null | null | Normal monitoring | 34 | -7 | 1 | 5 | false | Tighten stops on momentum names |
P1275 | Cautious | Roth | USD | 2025-09-05 | 158,340 | 22,446 | 135,894 | 1 | 42.4 | 41.3 | 3.5 | 12.7 | AAPL:20.1%;XLF:21.1%;MSFT:10.9%;TSLA:12.0%;VOO:14.9%;IEF:21.1% | US:62.3;EU:17.2;APAC:6.5;EM:9.9;Other:4.1 | Value:-0.6;Growth:-0.8;Quality:-0.9;Size:+0.3;Momentum:+0.3;LowVol:0.0 | ESGOnly;NoMargin | 5 | 35 | 3.2 | trailing 10% | 98 | 17.1 | Bull | 11.9 | 4.52 | 3.1 | 120 | 5 | 40 | 34 | false | Buy | Add to core equity +1% | 4 | -28 | BrokerC | LMT | 100 | null | null | Normal monitoring | -22 | -47 | -21 | 4 | false | Within IPS guidelines |
P1276 | Active | Trust | USD | 2025-01-25 | 2,198,466 | 222,398 | 1,976,068 | 1 | 60.3 | 28.1 | 5 | 6.5 | IEF:25.5%;HYG:25.5%;VOO:25.5%;VNQ:23.5% | US:57.9;EU:20.2;APAC:11.2;EM:10.6;Other:0.0 | Value:-0.1;Growth:+0.7;Quality:+0.3;Size:-0.3;Momentum:-0.6;LowVol:-0.5 | null | 6 | 25 | 4.6 | trailing 8% | 216 | 20.2 | Bull | 17.9 | 4.36 | 3.1 | 78 | 17 | 73 | 54 | true | Rebalance | Rebalance back to target bands | 27 | 9 | BrokerA | LMT | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 8 | -50 | -9 | 3 | false | Tighten stops on momentum names |
P1277 | Active | Trust | USD | 2025-05-31 | 2,498,172 | 244,046 | 2,254,126 | 1 | 58.8 | 31.3 | 0 | 9.9 | MUB:22.5%;XLF:14.6%;QQQ:13.2%;TSLA:22.5%;VOO:9.1%;AAPL:18.1% | US:69.8;EU:13.2;APAC:6.2;EM:9.8;Other:0.9 | Value:-0.1;Growth:+0.6;Quality:-0.9;Size:-1.0;Momentum:-0.6;LowVol:+0.5 | MaxPos8% | 8 | 25 | 5.1 | trailing 8% | 170 | 26.7 | Bull | 12.4 | 4.64 | 2.5 | 81 | 98 | 97 | 31 | false | Buy | Add to core equity +1% | -8 | -36 | BrokerB | MKT | 89 | null | null | Normal monitoring | 42 | -47 | 142 | 5 | false | Increase defensive factor exposure |
P1278 | Systematic | 401k | USD | 2024-11-22 | 1,846,341 | 78,727 | 1,767,614 | 1 | 67.4 | 25.3 | 1.6 | 5.7 | IEF:22.8%;VNQ:15.8%;BND:11.5%;BRK.B:22.8%;VTI:18.0%;TLT:9.1% | US:67.0;EU:16.2;APAC:9.9;EM:4.0;Other:2.9 | Value:+0.8;Growth:-0.2;Quality:+0.2;Size:+0.9;Momentum:+0.7;LowVol:+0.3 | null | 5 | 35 | 5.7 | hard 12% | 158 | 22.8 | Bear | 22.2 | 3.41 | 2.9 | 185 | -86 | 5 | 70 | false | Buy | Add to core equity +1% | -10 | -5 | BrokerC | MKT | 88 | null | null | Normal monitoring | 21 | -20 | 22 | 3 | false | Within IPS guidelines |
P1279 | Cautious | Roth | USD | 2025-06-03 | 355,140 | 55,721 | 299,419 | 1 | 41.6 | 34.9 | 6.4 | 17.2 | MSFT:19.9%;MUB:24.7%;QQQ:20.3%;BND:24.7%;GLD:10.5% | US:68.4;EU:9.7;APAC:11.8;EM:8.5;Other:1.6 | Value:+0.1;Growth:-0.6;Quality:+0.1;Size:-0.4;Momentum:+0.8;LowVol:-0.1 | NoDerivatives;NoMargin | 5 | 25 | 5.2 | trailing 8% | 125 | 15.1 | Bear | 30.8 | 3.32 | 1.1 | 183 | 1 | 47 | 70 | false | NoAction | Within bands; monitor | 20 | 5 | BrokerC | VWAP | 90 | null | null | Normal monitoring | -60 | -32 | 61 | 4 | false | Tax-aware sells next window |
P1280 | Hands-off | IRA | USD | 2025-08-27 | 360,104 | 23,133 | 336,971 | 1 | 74.4 | 17.2 | 1.8 | 6.6 | MUB:27.8%;TLT:16.6%;TSLA:27.8%;VTI:27.8% | US:56.4;EU:14.4;APAC:13.1;EM:12.3;Other:3.7 | Value:+0.5;Growth:-0.6;Quality:-0.2;Size:+0.7;Momentum:+0.7;LowVol:+0.4 | ESGOnly;NoDerivatives | 8 | 25 | 5.8 | trailing 8% | 143 | 16.9 | Volatile | 27.8 | 5.03 | 4.3 | 129 | 33 | 52 | 77 | true | Hedge | Buy index puts 1% notional | 0 | -6 | BrokerA | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 31 | 19 | 53 | 4 | false | Monitor dispersion and breadth |
P1281 | Opportunistic | Taxable | USD | 2024-12-22 | 786,220 | 34,933 | 751,287 | 1.09 | 71.9 | 10.4 | 10.8 | 7 | TLT:13.5%;AAPL:20.9%;QQQ:17.8%;VOO:20.9%;MSFT:13.7%;XLF:13.2% | US:68.0;EU:13.8;APAC:9.2;EM:5.0;Other:4.0 | Value:-1.0;Growth:+0.5;Quality:-0.9;Size:+0.7;Momentum:-0.5;LowVol:-0.5 | null | 6 | 35 | 5.6 | trailing 7% | 173 | 20.2 | Bull | 12.2 | 4.71 | 2.2 | 115 | 53 | 85 | 55 | false | Sell | Trim extended winner -1% | 20 | 9 | BrokerC | MKT | 96 | null | null | Normal monitoring | 76 | -1 | 105 | 5 | false | Monitor dispersion and breadth |
P1282 | Cautious | Trust | USD | 2025-08-01 | 322,711 | 30,649 | 292,062 | 1 | 35.2 | 40.9 | 9.7 | 14.2 | MSFT:9.9%;HYG:22.8%;QQQ:22.8%;IEF:22.8%;TLT:21.8% | US:57.6;EU:14.1;APAC:14.0;EM:11.8;Other:2.4 | Value:+0.5;Growth:-0.6;Quality:+0.1;Size:+0.8;Momentum:-0.2;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 5 | trailing 8% | 92 | 12.8 | Volatile | 28 | 5.3 | 4 | 115 | -41 | 16 | 55 | false | Buy | Add to core equity +1% | 3 | -30 | BrokerA | LMT | 98 | null | null | Normal monitoring | -38 | -1 | -76 | 3 | false | Tax-aware sells next window |
P1283 | Active | Roth | USD | 2025-02-13 | 2,015,066 | 178,538 | 1,836,528 | 1 | 62 | 23.2 | 9.6 | 5.3 | VNQ:18.0%;IEF:32.3%;MUB:17.4%;BND:32.3% | US:62.7;EU:19.7;APAC:6.3;EM:7.9;Other:3.4 | Value:-0.7;Growth:+0.3;Quality:-0.5;Size:+0.6;Momentum:+0.4;LowVol:-0.5 | null | 7 | 30 | 5.7 | trailing 8% | 127 | 17.1 | Sideways | 15.3 | 3.99 | 3.2 | 103 | -18 | 52 | 53 | false | NoAction | Within bands; monitor | 23 | 14 | BrokerC | LMT | 100 | null | null | Normal monitoring | 60 | -4 | 59 | 5 | false | Tax-aware sells next window |
P1284 | Cautious | Roth | USD | 2025-05-19 | 197,864 | 29,546 | 168,318 | 1 | 52 | 33 | 0 | 15.1 | HYG:35.0%;TLT:35.0%;MUB:30.0% | US:59.4;EU:18.6;APAC:11.5;EM:8.4;Other:2.1 | Value:-0.9;Growth:+0.5;Quality:0.0;Size:-0.6;Momentum:+0.5;LowVol:-0.4 | NoDerivatives;NoMargin | 8 | 35 | 4.7 | hard 10% | 149 | 15.3 | Bear | 33.7 | 4.22 | 2.1 | 198 | 18 | 60 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -3 | -8 | BrokerD | LMT | 86 | VAR>budget | TightenStops | Risk above budget threshold | 15 | -48 | 11 | 5 | false | Within IPS guidelines |
P1285 | Cautious | 401k | USD | 2025-10-18 | 549,895 | 66,738 | 483,157 | 1 | 43.8 | 40.9 | 0 | 15.2 | BND:12.9%;VOO:29.3%;AAPL:29.3%;VTI:28.5% | US:56.9;EU:18.4;APAC:8.7;EM:11.5;Other:4.4 | Value:0.0;Growth:+0.6;Quality:+0.8;Size:+0.1;Momentum:+0.3;LowVol:-0.4 | ESGOnly;MaxPos6%;NoMargin | 6 | 35 | 5.4 | trailing 8% | 144 | 15.6 | Volatile | 26.3 | 4.68 | 3.1 | 156 | 5 | 38 | 56 | false | Rebalance | Shift +1% to bonds from equity | -6 | -28 | BrokerD | MKT | 97 | null | null | Normal monitoring | 5 | 15 | 136 | 4 | false | Increase defensive factor exposure |
P1286 | Systematic | Taxable | USD | 2025-01-14 | 604,789 | 40,438 | 564,351 | 1 | 56 | 21.3 | 17.2 | 5.5 | GLD:21.8%;VTI:15.8%;AMZN:8.8%;QQQ:19.4%;IEF:20.2%;XLF:14.0% | US:65.7;EU:15.6;APAC:10.1;EM:7.8;Other:0.9 | Value:+0.3;Growth:-0.1;Quality:-0.9;Size:-0.9;Momentum:+0.5;LowVol:+0.1 | null | 6 | 25 | 5.2 | trailing 8% | 141 | 23.4 | Bear | 31 | 3.46 | 2.3 | 148 | -91 | 5 | 72 | true | Hedge | Buy index puts 1% notional | 4 | 11 | BrokerB | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | -10 | -34 | 64 | 5 | false | Tighten stops on momentum names |
P1287 | Cautious | IRA | USD | 2024-09-30 | 176,367 | 27,626 | 148,741 | 1 | 43.8 | 41.5 | 1.7 | 13 | BRK.B:12.7%;TSLA:29.1%;IEF:29.1%;VTI:29.1% | US:73.0;EU:6.2;APAC:7.9;EM:10.4;Other:2.5 | Value:-0.8;Growth:+0.3;Quality:-0.9;Size:-0.3;Momentum:+0.2;LowVol:-0.6 | ESGOnly;NoMargin | 5 | 25 | 3.8 | trailing 8% | 97 | 13 | Bull | 13.7 | 3.56 | 2.4 | 111 | 109 | 100 | 27 | false | Rebalance | Shift +1% to bonds from equity | 27 | -3 | BrokerB | LMT | 92 | null | null | Normal monitoring | 88 | -43 | 173 | 3 | false | Tax-aware sells next window |
P1288 | Active | Taxable | USD | 2025-10-20 | 1,433,080 | 170,410 | 1,262,670 | 1 | 56.3 | 30.3 | 4.2 | 9.3 | TSLA:23.3%;XLF:10.8%;BRK.B:19.5%;MSFT:23.3%;HYG:23.3% | US:65.0;EU:8.2;APAC:11.1;EM:10.8;Other:4.9 | Value:+0.2;Growth:-0.8;Quality:-0.6;Size:-0.2;Momentum:+0.9;LowVol:+0.9 | MaxPos8% | 8 | 35 | 4.4 | trailing 8% | 218 | 19.1 | Bull | 14.8 | 4.47 | 2.8 | 70 | 33 | 53 | 50 | false | NoAction | Within bands; monitor | 12 | -25 | BrokerD | LMT | 87 | null | null | Normal monitoring | -34 | -58 | -32 | 5 | false | Tax-aware sells next window |
P1289 | Systematic | Taxable | USD | 2025-12-21 | 1,298,067 | 91,283 | 1,206,784 | 1 | 61.1 | 30.4 | 0 | 8.5 | QQQ:15.7%;TLT:15.9%;XLF:22.8%;VOO:22.8%;BRK.B:22.8% | US:61.5;EU:20.2;APAC:8.5;EM:7.1;Other:2.8 | Value:+0.3;Growth:+0.1;Quality:-0.2;Size:-0.7;Momentum:-1.0;LowVol:+0.7 | MaxPos7% | 6 | 30 | 5.7 | trailing 8% | 202 | 25.9 | Bull | 13.5 | 3.61 | 2.6 | 108 | 47 | 65 | 46 | false | Rebalance | Shift +1% to bonds from equity | -7 | -27 | BrokerD | MKT | 87 | null | null | Normal monitoring | 59 | -50 | 154 | 3 | false | Within IPS guidelines |
P1290 | Hands-off | Taxable | USD | 2024-07-19 | 283,679 | 28,131 | 255,548 | 1 | 66.7 | 23.6 | 1 | 8.8 | IEF:27.4%;MUB:36.3%;BND:36.3% | US:71.7;EU:6.1;APAC:13.9;EM:7.9;Other:0.3 | Value:+0.3;Growth:+0.5;Quality:-0.0;Size:-0.2;Momentum:-0.8;LowVol:-1.0 | null | 10 | 30 | 3.7 | trailing 10% | 146 | 14.4 | Sideways | 20.5 | 3.58 | 3.2 | 98 | 53 | 68 | 55 | false | Buy | Add to core equity +1% | 1 | -33 | BrokerD | LMT | 96 | null | null | Normal monitoring | 84 | -17 | 187 | 5 | false | Within IPS guidelines |
P1291 | Active | Trust | USD | 2025-03-24 | 1,626,150 | 140,134 | 1,486,016 | 1 | 66.7 | 22.6 | 1.8 | 8.9 | BND:10.6%;GLD:8.4%;MSFT:20.8%;HYG:21.3%;TLT:17.5%;BRK.B:21.3% | US:67.9;EU:15.5;APAC:7.3;EM:9.3;Other:0.1 | Value:-1.0;Growth:-0.3;Quality:-0.5;Size:-0.5;Momentum:-0.7;LowVol:+0.3 | NoDerivatives | 8 | 35 | 4.5 | trailing 9% | 216 | 17.6 | Volatile | 30.3 | 4.88 | 2.4 | 156 | -19 | 38 | 89 | true | Hedge | Buy index puts 1% notional | -11 | -15 | BrokerC | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 46 | 10 | 169 | 2 | false | Tighten stops on momentum names |
P1292 | Cautious | Trust | USD | 2024-07-24 | 485,913 | 65,829 | 420,084 | 1 | 39.5 | 32.9 | 14.8 | 12.8 | TSLA:33.3%;MUB:33.3%;TLT:33.3% | US:74.3;EU:8.5;APAC:6.7;EM:6.0;Other:4.5 | Value:+0.8;Growth:-0.8;Quality:-0.2;Size:-0.5;Momentum:+0.9;LowVol:+0.6 | MaxPos8%;NoDerivatives;NoMargin | 5 | 25 | 4.6 | trailing 8% | 114 | 19.4 | Volatile | 27.3 | 4.12 | 4.1 | 172 | 68 | 81 | 68 | false | Rebalance | Shift +1% to bonds from equity | 15 | -11 | BrokerC | MKT | 96 | null | null | Normal monitoring | 111 | -21 | 138 | 5 | false | Monitor dispersion and breadth |
P1293 | Cautious | Trust | USD | 2025-03-04 | 693,688 | 98,214 | 595,474 | 1 | 45.6 | 31.3 | 7 | 16 | MUB:22.6%;BND:22.6%;AMZN:22.2%;QQQ:22.6%;VOO:10.0% | US:71.6;EU:11.1;APAC:11.2;EM:5.8;Other:0.3 | Value:-0.3;Growth:+0.7;Quality:-0.4;Size:+0.1;Momentum:+0.5;LowVol:+0.6 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 10 | 25 | 4.3 | trailing 8% | 141 | 15 | Sideways | 18.9 | 4.97 | 2.1 | 100 | -4 | 53 | 54 | false | Hedge | Add TLT +1% as duration hedge | 0 | -35 | BrokerB | VWAP | 99 | null | null | Normal monitoring | -58 | -30 | -95 | 3 | false | Tax-aware sells next window |
P1294 | Hands-off | Roth | USD | 2024-12-10 | 589,996 | 55,688 | 534,308 | 1 | 60.7 | 25.3 | 8.5 | 5.5 | QQQ:24.0%;AAPL:24.0%;HYG:15.9%;TLT:24.0%;TSLA:12.0% | US:68.0;EU:11.1;APAC:12.8;EM:7.2;Other:0.9 | Value:-0.5;Growth:+0.9;Quality:+0.2;Size:+0.3;Momentum:-0.7;LowVol:-0.4 | null | 6 | 25 | 4.5 | trailing 8% | 104 | 15 | Volatile | 27 | 5.45 | 3.1 | 141 | -16 | 48 | 66 | false | Buy | Add to core equity +1% | 20 | -29 | BrokerD | VWAP | 95 | null | null | Normal monitoring | -43 | 5 | -48 | 4 | false | Tax-aware sells next window |
P1295 | Opportunistic | Taxable | USD | 2025-02-23 | 809,969 | 62,607 | 747,362 | 1 | 65.8 | 18.7 | 9.1 | 6.5 | MUB:22.0%;AMZN:18.3%;MSFT:16.8%;TLT:17.4%;TSLA:15.9%;HYG:9.5% | US:56.9;EU:15.5;APAC:13.6;EM:10.5;Other:3.6 | Value:-0.9;Growth:+0.5;Quality:-0.4;Size:-0.0;Momentum:-0.2;LowVol:+0.5 | MaxPos6% | 8 | 35 | 4.2 | trailing 9% | 194 | 22.3 | Bear | 22.1 | 3.05 | 1.2 | 181 | -81 | 5 | 70 | false | Buy | Add to core equity +1% | -9 | -4 | BrokerD | MKT | 94 | null | null | Normal monitoring | 13 | -39 | 91 | 3 | false | Tighten stops on momentum names |
P1296 | Cautious | Taxable | USD | 2024-10-18 | 193,503 | 16,706 | 176,797 | 1 | 47.4 | 42.4 | 0 | 10.1 | MSFT:36.3%;XLF:27.4%;MUB:36.3% | US:64.1;EU:17.2;APAC:6.4;EM:7.6;Other:4.7 | Value:+0.1;Growth:-0.1;Quality:-0.7;Size:-0.3;Momentum:-0.9;LowVol:+0.1 | ESGOnly;NoMargin | 5 | 35 | 5.7 | trailing 8% | 112 | 12.5 | Sideways | 17.4 | 4.57 | 3.4 | 119 | 32 | 76 | 43 | false | Buy | Add to core equity +1% | -2 | -40 | BrokerC | MKT | 97 | null | null | Normal monitoring | -46 | 11 | -20 | 5 | false | Increase defensive factor exposure |
P1297 | Opportunistic | 401k | USD | 2024-10-10 | 656,623 | 46,558 | 610,065 | 1 | 64 | 11.8 | 19 | 5.2 | QQQ:33.3%;BRK.B:33.3%;HYG:33.3% | US:63.5;EU:8.6;APAC:14.5;EM:11.4;Other:1.9 | Value:+0.5;Growth:-0.7;Quality:-0.6;Size:-0.7;Momentum:-0.1;LowVol:-0.4 | null | 7 | 30 | 6.3 | trailing 9% | 268 | 20.4 | Volatile | 27.7 | 4.65 | 3.9 | 129 | 77 | 100 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | -16 | BrokerD | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | -46 | -51 | -69 | 4 | false | Increase defensive factor exposure |
P1298 | Opportunistic | 401k | USD | 2024-09-20 | 1,540,902 | 121,701 | 1,419,201 | 1 | 71.7 | 19.7 | 4 | 4.6 | TLT:33.3%;VNQ:33.3%;QQQ:33.3% | US:68.1;EU:6.8;APAC:11.0;EM:10.2;Other:4.0 | Value:-0.7;Growth:-0.0;Quality:-0.3;Size:-0.6;Momentum:+0.1;LowVol:+0.7 | MaxPos5%;NoDerivatives | 10 | 35 | 6.1 | trailing 7% | 237 | 28.2 | Bear | 22.7 | 3.86 | 2.1 | 201 | -111 | 5 | 69 | false | Rebalance | Shift +1% to bonds from equity | 9 | -3 | BrokerA | LMT | 94 | null | null | Normal monitoring | -35 | -38 | 13 | 3 | false | Increase defensive factor exposure |
P1299 | Hands-off | Taxable | USD | 2025-10-31 | 255,505 | 16,688 | 238,817 | 1 | 61.9 | 22.1 | 9.5 | 6.6 | MUB:22.3%;XLF:22.3%;HYG:11.9%;AMZN:12.9%;GLD:8.4%;VOO:22.3% | US:64.6;EU:18.0;APAC:11.6;EM:4.8;Other:1.0 | Value:-0.1;Growth:-0.5;Quality:-0.4;Size:-0.5;Momentum:-0.6;LowVol:+0.1 | ESGOnly | 6 | 25 | 3.5 | trailing 8% | 151 | 17.6 | Bull | 15.6 | 4.3 | 3 | 77 | 77 | 74 | 44 | false | Sell | Trim extended winner -1% | -2 | 10 | BrokerB | LMT | 88 | null | null | Normal monitoring | 62 | -14 | 174 | 4 | false | Tax-aware sells next window |
P1300 | Hands-off | Roth | USD | 2024-09-11 | 723,796 | 55,431 | 668,365 | 1 | 55.9 | 28.6 | 10.4 | 5.2 | BND:12.7%;VOO:19.0%;AMZN:22.8%;QQQ:22.8%;MSFT:22.8% | US:73.7;EU:7.5;APAC:7.4;EM:8.3;Other:3.1 | Value:+0.8;Growth:+0.1;Quality:-0.2;Size:+0.6;Momentum:-0.9;LowVol:-0.2 | MaxPos7% | 6 | 30 | 4.3 | trailing 10% | 112 | 12.8 | Bull | 12 | 4.94 | 3.2 | 99 | 19 | 74 | 32 | false | Buy | Add to core equity +1% | 6 | 15 | BrokerC | LMT | 99 | null | null | Normal monitoring | -50 | -40 | 16 | 4 | false | Increase defensive factor exposure |
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