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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1301 | Cautious | Taxable | USD | 2025-03-30 | 174,925 | 21,623 | 153,302 | 1 | 47.1 | 41.6 | 0 | 11.2 | VNQ:33.3%;HYG:33.3%;MSFT:33.3% | US:56.7;EU:18.9;APAC:14.7;EM:7.2;Other:2.4 | Value:+0.8;Growth:-0.5;Quality:-0.4;Size:-0.4;Momentum:+0.8;LowVol:+0.3 | MaxPos8%;NoDerivatives;NoMargin | 6 | 25 | 3.3 | trailing 8% | 140 | 17.5 | Sideways | 15.4 | 3.83 | 2.8 | 139 | 57 | 82 | 29 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -32 | BrokerB | LMT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 62 | 5 | 161 | 3 | false | Within IPS guidelines |
P1302 | Opportunistic | Taxable | USD | 2024-11-26 | 1,443,025 | 76,908 | 1,366,117 | 1 | 64.2 | 20.3 | 9.6 | 5.9 | IEF:21.6%;MUB:11.9%;AMZN:21.6%;GLD:19.4%;VNQ:10.6%;BND:14.8% | US:68.8;EU:7.3;APAC:13.8;EM:5.8;Other:4.4 | Value:+0.3;Growth:-0.4;Quality:+0.3;Size:-0.3;Momentum:+0.3;LowVol:-0.6 | NoDerivatives | 7 | 30 | 4.3 | trailing 7% | 277 | 25.6 | Bull | 11.6 | 3.99 | 2.5 | 100 | 79 | 86 | 48 | false | Hedge | Add TLT +1% as duration hedge | 0 | -6 | BrokerD | LMT | 94 | null | null | Normal monitoring | 24 | -35 | 32 | 4 | false | Monitor dispersion and breadth |
P1303 | Cautious | Taxable | USD | 2024-10-04 | 292,753 | 39,139 | 253,614 | 1 | 49.3 | 37 | 0 | 13.7 | BND:18.7%;MUB:7.9%;XLF:19.4%;QQQ:18.9%;VOO:17.2%;VNQ:17.8% | US:71.1;EU:8.6;APAC:13.1;EM:4.1;Other:3.1 | Value:+0.3;Growth:+0.6;Quality:-0.5;Size:-0.4;Momentum:+0.3;LowVol:+0.9 | MaxPos6%;NoDerivatives;NoMargin | 8 | 25 | 3.8 | trailing 8% | 159 | 19 | Sideways | 21.4 | 4.95 | 2.8 | 140 | 9 | 50 | 55 | false | NoAction | Within bands; monitor | 21 | -15 | BrokerC | LMT | 95 | null | null | Normal monitoring | -1 | 13 | 73 | 3 | false | Within IPS guidelines |
P1304 | Opportunistic | IRA | USD | 2025-08-07 | 1,306,578 | 52,095 | 1,254,483 | 1 | 67.1 | 11.4 | 14.8 | 6.8 | GLD:21.2%;MUB:13.4%;AMZN:21.2%;VNQ:7.9%;IEF:17.3%;MSFT:19.1% | US:66.7;EU:12.8;APAC:8.7;EM:9.4;Other:2.3 | Value:+0.4;Growth:+1.0;Quality:+0.9;Size:+0.6;Momentum:-1.0;LowVol:+0.3 | null | 8 | 35 | 5 | hard 12% | 265 | 30.9 | Volatile | 21.8 | 4.5 | 4.3 | 169 | 41 | 57 | 54 | false | Rebalance | Shift +1% to bonds from equity | 16 | -20 | BrokerC | MKT | 98 | null | null | Normal monitoring | 45 | -37 | 56 | 3 | false | Tighten stops on momentum names |
P1305 | Cautious | Taxable | USD | 2025-12-25 | 159,308 | 16,510 | 142,798 | 1 | 38.1 | 33.8 | 11.7 | 16.4 | HYG:24.7%;IEF:25.1%;AMZN:25.1%;QQQ:25.1% | US:55.5;EU:20.0;APAC:12.8;EM:8.2;Other:3.6 | Value:-0.6;Growth:-0.2;Quality:-0.4;Size:-0.9;Momentum:+0.5;LowVol:-0.3 | NoDerivatives;NoMargin | 10 | 25 | 4.1 | trailing 10% | 106 | 19.2 | Bull | 13.3 | 3.9 | 2.3 | 91 | 20 | 60 | 35 | false | Buy | Add to core equity +1% | 21 | 3 | BrokerC | MKT | 94 | null | null | Normal monitoring | -16 | -26 | 61 | 3 | false | Tighten stops on momentum names |
P1306 | Active | Trust | USD | 2024-12-24 | 571,782 | 41,289 | 530,493 | 1 | 66.6 | 27.3 | 0 | 6.1 | BRK.B:25.0%;VNQ:25.0%;AMZN:25.0%;BND:25.0% | US:59.4;EU:20.5;APAC:10.8;EM:4.5;Other:4.9 | Value:-0.4;Growth:+0.5;Quality:+0.4;Size:-0.2;Momentum:+0.4;LowVol:-0.8 | null | 7 | 35 | 5.8 | trailing 9% | 130 | 17.8 | Volatile | 31.4 | 5.33 | 2.1 | 169 | 9 | 42 | 73 | true | Hedge | Buy index puts 1% notional | -9 | 11 | BrokerA | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 42 | -10 | 24 | 2 | false | Tighten stops on momentum names |
P1307 | Hands-off | 401k | USD | 2025-03-31 | 371,462 | 34,466 | 336,996 | 1 | 64.5 | 28 | 0.2 | 7.3 | GLD:33.3%;VOO:33.3%;MUB:33.3% | US:54.2;EU:19.1;APAC:12.7;EM:9.4;Other:4.6 | Value:-0.9;Growth:+0.5;Quality:-0.5;Size:+0.5;Momentum:+0.3;LowVol:-0.8 | MaxPos8% | 8 | 35 | 5.3 | trailing 8% | 109 | 17.5 | Bear | 35 | 4.15 | 1.8 | 186 | -75 | 9 | 97 | true | Rebalance | Rebalance back to target bands | 25 | -13 | BrokerD | VWAP | 92 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 21 | 6 | 116 | 4 | false | Monitor dispersion and breadth |
P1308 | Active | IRA | USD | 2025-02-10 | 2,179,465 | 138,070 | 2,041,395 | 1 | 66.9 | 25.7 | 0 | 7.4 | BRK.B:14.9%;MSFT:16.3%;HYG:20.5%;VOO:10.0%;VTI:18.3%;GLD:20.1% | US:57.9;EU:19.3;APAC:12.8;EM:5.6;Other:4.4 | Value:-0.9;Growth:-0.0;Quality:+0.7;Size:-0.5;Momentum:0.0;LowVol:-0.8 | NoDerivatives | 5 | 30 | 5.9 | trailing 9% | 141 | 25.9 | Bull | 12.2 | 3.65 | 2.2 | 114 | 90 | 93 | 34 | true | Hedge | Buy index puts 1% notional | 14 | -27 | BrokerC | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | 116 | 4 | 120 | 2 | false | Within IPS guidelines |
P1309 | Cautious | Taxable | USD | 2025-10-15 | 676,968 | 72,153 | 604,815 | 1 | 36 | 30.8 | 20.4 | 12.8 | BND:33.3%;BRK.B:33.3%;HYG:33.3% | US:67.9;EU:10.1;APAC:15.4;EM:4.2;Other:2.4 | Value:+0.5;Growth:+0.3;Quality:-0.2;Size:-0.0;Momentum:-0.9;LowVol:-0.2 | NoMargin | 10 | 35 | 4.9 | trailing 8% | 108 | 18.5 | Bull | 17.1 | 4 | 2.6 | 111 | 53 | 77 | 43 | false | Sell | Trim extended winner -1% | -15 | -39 | BrokerC | MKT | 96 | null | null | Normal monitoring | 64 | 6 | 181 | 4 | false | Increase defensive factor exposure |
P1310 | Active | Roth | USD | 2024-10-02 | 1,909,952 | 178,053 | 1,731,899 | 1 | 69.6 | 22 | 2.8 | 5.6 | TLT:22.8%;GLD:9.8%;AAPL:22.8%;MUB:10.5%;BRK.B:22.6%;VTI:11.5% | US:63.4;EU:21.3;APAC:7.1;EM:4.0;Other:4.2 | Value:+0.4;Growth:+0.5;Quality:+0.9;Size:-0.2;Momentum:+0.8;LowVol:-0.5 | null | 6 | 30 | 5.2 | hard 12% | 220 | 20.9 | Bull | 15.9 | 4.68 | 2.3 | 96 | 46 | 71 | 61 | false | Buy | Add to core equity +1% | 25 | -33 | BrokerC | MKT | 91 | null | null | Normal monitoring | -1 | -50 | 10 | 5 | false | Increase defensive factor exposure |
P1311 | Cautious | Trust | USD | 2024-09-17 | 834,302 | 75,570 | 758,732 | 1 | 37.4 | 30.6 | 20.3 | 11.6 | HYG:33.3%;XLF:33.3%;AMZN:33.3% | US:66.5;EU:16.5;APAC:7.6;EM:8.5;Other:1.0 | Value:+0.4;Growth:-0.3;Quality:+0.3;Size:-0.2;Momentum:-1.0;LowVol:+0.7 | MaxPos5%;NoMargin | 7 | 25 | 3.8 | hard 10% | 117 | 17.8 | Sideways | 14 | 4.94 | 2.9 | 139 | -29 | 38 | 33 | false | Sell | Trim extended winner -1% | 19 | 7 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 10 | -55 | -5 | 4 | false | Increase defensive factor exposure |
P1312 | Hands-off | 401k | USD | 2024-08-02 | 498,406 | 39,242 | 459,164 | 1 | 58.3 | 28.4 | 6.1 | 7.2 | XLF:33.3%;HYG:33.3%;IEF:33.3% | US:63.9;EU:18.5;APAC:12.0;EM:3.2;Other:2.3 | Value:-1.0;Growth:+0.7;Quality:-0.2;Size:-0.9;Momentum:+0.1;LowVol:-0.5 | null | 7 | 25 | 3.9 | trailing 10% | 101 | 18.7 | Sideways | 19.4 | 4.17 | 3 | 96 | 57 | 82 | 54 | false | Rebalance | Shift +1% to bonds from equity | 33 | 12 | BrokerD | LMT | 93 | null | null | Normal monitoring | -10 | -22 | -30 | 3 | false | Monitor dispersion and breadth |
P1313 | Cautious | 401k | USD | 2025-05-03 | 346,231 | 46,108 | 300,123 | 1 | 48.5 | 36.9 | 0.2 | 14.4 | MUB:23.1%;AAPL:21.7%;HYG:19.7%;TSLA:12.5%;VNQ:23.1% | US:76.0;EU:5.0;APAC:10.2;EM:8.0;Other:0.7 | Value:+0.8;Growth:-0.7;Quality:-0.9;Size:+0.3;Momentum:-0.2;LowVol:+0.6 | NoDerivatives;NoMargin | 5 | 25 | 5.3 | hard 10% | 134 | 12.9 | Volatile | 23.4 | 5.09 | 4 | 114 | -39 | 30 | 53 | false | Rebalance | Shift +1% to bonds from equity | -4 | -1 | BrokerA | VWAP | 89 | null | null | Normal monitoring | -32 | -19 | 94 | 3 | false | Tighten stops on momentum names |
P1314 | Systematic | Roth | USD | 2025-02-19 | 571,873 | 24,769 | 547,104 | 1 | 66.9 | 24.5 | 2.2 | 6.4 | XLF:18.6%;BRK.B:20.0%;MSFT:12.3%;VTI:15.9%;AMZN:13.1%;IEF:20.1% | US:62.7;EU:15.5;APAC:7.2;EM:10.7;Other:3.8 | Value:-0.7;Growth:-0.9;Quality:-0.5;Size:+0.6;Momentum:-0.9;LowVol:-0.6 | NoDerivatives | 10 | 25 | 5.5 | hard 12% | 204 | 19.1 | Sideways | 18.7 | 4.01 | 3.2 | 138 | -23 | 26 | 63 | false | Buy | Add to core equity +1% | 4 | -24 | BrokerD | VWAP | 99 | null | null | Normal monitoring | 28 | -3 | 119 | 4 | false | Tax-aware sells next window |
P1315 | Active | Taxable | USD | 2024-10-04 | 1,592,624 | 168,111 | 1,424,513 | 1.21 | 59.6 | 28.3 | 3.2 | 8.9 | MSFT:24.0%;AMZN:14.7%;GLD:13.6%;TSLA:24.0%;IEF:23.7% | US:70.6;EU:12.0;APAC:9.7;EM:5.4;Other:2.4 | Value:+0.1;Growth:-0.3;Quality:+0.8;Size:-0.3;Momentum:-0.0;LowVol:-0.3 | null | 8 | 30 | 4.3 | trailing 8% | 199 | 20.8 | Volatile | 28.6 | 5.44 | 2.8 | 155 | -36 | 34 | 62 | false | Rebalance | Shift +1% to bonds from equity | 18 | -16 | BrokerC | MKT | 96 | null | null | Normal monitoring | 0 | -51 | 133 | 4 | false | Within IPS guidelines |
P1316 | Opportunistic | Roth | USD | 2025-08-10 | 657,239 | 42,016 | 615,223 | 1 | 61.5 | 19.2 | 13.6 | 5.8 | XLF:33.3%;AMZN:33.4%;QQQ:33.4% | US:62.1;EU:16.8;APAC:13.2;EM:5.0;Other:3.0 | Value:+0.2;Growth:-0.8;Quality:+1.0;Size:+0.8;Momentum:-0.7;LowVol:+0.2 | null | 5 | 25 | 6.1 | trailing 9% | 231 | 33.8 | Bear | 30.2 | 4.28 | 1.4 | 151 | -82 | 5 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | 6 | BrokerC | LMT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 84 | -37 | 181 | 2 | false | Increase defensive factor exposure |
P1317 | Systematic | IRA | USD | 2025-08-23 | 1,306,818 | 65,750 | 1,241,068 | 1 | 57.8 | 24.9 | 11.8 | 5.6 | VOO:33.3%;VTI:33.3%;BND:33.3% | US:71.6;EU:5.7;APAC:8.3;EM:12.7;Other:1.7 | Value:-0.9;Growth:-0.1;Quality:+0.5;Size:-0.9;Momentum:+0.9;LowVol:-0.4 | NoDerivatives | 8 | 35 | 5.4 | trailing 9% | 210 | 18.2 | Bear | 29.9 | 4.32 | 2.7 | 181 | -61 | 13 | 68 | false | Hedge | Add TLT +1% as duration hedge | -1 | -34 | BrokerD | MKT | 91 | null | null | Normal monitoring | 44 | -11 | 53 | 4 | false | Monitor dispersion and breadth |
P1318 | Active | Roth | USD | 2025-05-02 | 1,926,871 | 130,519 | 1,796,352 | 1 | 54.6 | 27.7 | 11.6 | 6.1 | HYG:18.5%;XLF:7.0%;GLD:10.6%;VOO:20.6%;IEF:21.6%;BND:21.6% | US:80.0;EU:8.8;APAC:6.3;EM:3.9;Other:1.0 | Value:+0.3;Growth:-0.7;Quality:-0.8;Size:-0.1;Momentum:+0.5;LowVol:0.0 | NoDerivatives | 7 | 25 | 4.7 | hard 12% | 185 | 25.7 | Bull | 11.8 | 4.95 | 2.6 | 95 | 14 | 47 | 27 | false | Rebalance | Shift +1% to bonds from equity | 31 | 4 | BrokerA | LMT | 99 | null | null | Normal monitoring | 62 | 9 | 171 | 3 | false | Tax-aware sells next window |
P1319 | Active | Taxable | USD | 2025-09-09 | 2,359,393 | 153,029 | 2,206,364 | 1 | 63.8 | 18.1 | 8.8 | 9.3 | VTI:21.6%;TSLA:6.3%;BRK.B:15.2%;QQQ:13.6%;MUB:21.6%;MSFT:21.6% | US:75.4;EU:7.9;APAC:8.4;EM:7.9;Other:0.3 | Value:+0.2;Growth:+0.4;Quality:-0.5;Size:+0.5;Momentum:0.0;LowVol:-0.8 | null | 8 | 30 | 4.9 | trailing 9% | 165 | 27.1 | Volatile | 30.7 | 4.03 | 3.7 | 161 | -3 | 57 | 80 | true | Hedge | Buy index puts 1% notional | 23 | -26 | BrokerB | LMT | 87 | VAR>budget | Reduce | Risk above budget threshold | 70 | -31 | 43 | 5 | false | Within IPS guidelines |
P1320 | Cautious | Trust | USD | 2024-10-25 | 548,352 | 81,801 | 466,551 | 1 | 47.9 | 33.5 | 6.9 | 11.7 | VNQ:23.3%;AMZN:25.6%;QQQ:25.6%;MSFT:25.6% | US:70.2;EU:12.2;APAC:12.1;EM:3.7;Other:1.9 | Value:+0.6;Growth:-0.5;Quality:+0.3;Size:+0.1;Momentum:+0.6;LowVol:-0.3 | ESGOnly;NoMargin | 7 | 35 | 5.4 | trailing 10% | 147 | 16.1 | Sideways | 18.8 | 4.96 | 2 | 111 | -6 | 46 | 41 | false | Buy | Add to core equity +1% | 15 | -3 | BrokerC | MKT | 99 | null | null | Normal monitoring | -11 | -5 | -29 | 5 | false | Increase defensive factor exposure |
P1321 | Active | Roth | USD | 2025-05-06 | 997,431 | 62,119 | 935,312 | 1.18 | 63.9 | 29.9 | 0 | 6.2 | VTI:24.6%;TSLA:24.6%;MSFT:16.2%;MUB:10.1%;XLF:24.6% | US:57.5;EU:17.6;APAC:11.4;EM:11.2;Other:2.3 | Value:+1.0;Growth:+0.1;Quality:-0.9;Size:-0.9;Momentum:+0.1;LowVol:+0.5 | NoDerivatives | 5 | 30 | 5.7 | trailing 8% | 164 | 24.2 | Volatile | 24.6 | 4.78 | 4.3 | 156 | -32 | 23 | 63 | false | Rebalance | Shift +1% to bonds from equity | -10 | -35 | BrokerD | MKT | 96 | null | null | Normal monitoring | 115 | -23 | 210 | 4 | false | Tighten stops on momentum names |
P1322 | Active | Trust | USD | 2024-10-18 | 1,755,878 | 117,709 | 1,638,169 | 1 | 58.7 | 32 | 3.7 | 5.6 | BRK.B:20.5%;MUB:22.0%;XLF:13.6%;IEF:22.0%;HYG:22.0% | US:65.6;EU:18.2;APAC:9.6;EM:5.8;Other:0.8 | Value:-0.7;Growth:+0.1;Quality:-0.7;Size:-0.3;Momentum:+0.6;LowVol:+0.4 | MaxPos6%;NoDerivatives | 5 | 30 | 4.4 | trailing 9% | 187 | 21.8 | Sideways | 18.1 | 4.05 | 2.6 | 92 | 40 | 70 | 42 | false | Hedge | Add TLT +1% as duration hedge | -15 | -26 | BrokerA | LMT | 96 | null | null | Normal monitoring | 23 | -3 | 33 | 3 | false | Increase defensive factor exposure |
P1323 | Hands-off | 401k | USD | 2024-09-12 | 597,631 | 29,842 | 567,789 | 1 | 68.3 | 15.7 | 6.4 | 9.6 | HYG:24.1%;VOO:18.0%;TSLA:28.9%;MSFT:28.9% | US:64.5;EU:10.7;APAC:9.3;EM:12.0;Other:3.6 | Value:+0.1;Growth:-0.8;Quality:+0.5;Size:-1.0;Momentum:+0.6;LowVol:-0.7 | ESGOnly;MaxPos7% | 10 | 35 | 5 | hard 10% | 131 | 14.4 | Sideways | 20 | 3.72 | 3.5 | 123 | 41 | 57 | 50 | false | NoAction | Within bands; monitor | -11 | -9 | BrokerA | VWAP | 97 | null | null | Normal monitoring | 43 | 17 | 26 | 3 | false | Monitor dispersion and breadth |
P1324 | Hands-off | Taxable | USD | 2025-05-05 | 551,516 | 30,888 | 520,628 | 1 | 71.3 | 17.8 | 3.1 | 7.9 | IEF:33.3%;MUB:33.3%;MSFT:33.3% | US:62.5;EU:16.6;APAC:7.5;EM:10.8;Other:2.6 | Value:+0.1;Growth:+0.9;Quality:-0.5;Size:-0.1;Momentum:-0.6;LowVol:+0.1 | ESGOnly;MaxPos6% | 10 | 35 | 3.7 | hard 10% | 153 | 12.1 | Bull | 14.7 | 4.68 | 2.1 | 87 | 3 | 41 | 59 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | 13 | BrokerA | LMT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -33 | -23 | 41 | 2 | false | Tax-aware sells next window |
P1325 | Hands-off | Trust | USD | 2024-08-19 | 297,956 | 19,887 | 278,069 | 1 | 74.6 | 17.1 | 2.6 | 5.7 | XLF:22.4%;AAPL:16.8%;TSLA:16.0%;QQQ:22.4%;HYG:22.4% | US:72.4;EU:14.1;APAC:7.5;EM:4.0;Other:2.0 | Value:-0.3;Growth:-0.4;Quality:+0.6;Size:-0.1;Momentum:+0.6;LowVol:-0.7 | NoDerivatives | 7 | 25 | 4.4 | trailing 8% | 160 | 17.7 | Sideways | 18.5 | 4.34 | 3 | 119 | -6 | 44 | 54 | false | Rebalance | Shift +1% to bonds from equity | -8 | -36 | BrokerA | LMT | 94 | null | null | Normal monitoring | 62 | -4 | 89 | 3 | false | Monitor dispersion and breadth |
P1326 | Active | Trust | USD | 2025-02-19 | 1,075,033 | 67,783 | 1,007,250 | 1.15 | 68 | 23.9 | 1.5 | 6.6 | AMZN:20.7%;TLT:15.9%;VOO:16.0%;HYG:16.2%;QQQ:15.8%;GLD:15.4% | US:70.5;EU:9.7;APAC:6.5;EM:9.6;Other:3.7 | Value:+0.2;Growth:+0.5;Quality:0.0;Size:-0.2;Momentum:-0.8;LowVol:-0.0 | MaxPos6%;NoDerivatives | 7 | 35 | 5.7 | trailing 9% | 170 | 25.9 | Volatile | 27.9 | 4.33 | 2.1 | 118 | -1 | 35 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -24 | BrokerB | LMT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 20 | -49 | 79 | 4 | false | Monitor dispersion and breadth |
P1327 | Active | Taxable | USD | 2025-09-08 | 2,346,230 | 220,917 | 2,125,313 | 1 | 55.5 | 24.1 | 10.8 | 9.5 | AMZN:14.7%;XLF:22.6%;IEF:18.0%;MUB:22.2%;TLT:22.6% | US:71.2;EU:5.5;APAC:11.8;EM:9.4;Other:2.0 | Value:-0.9;Growth:-0.4;Quality:+0.1;Size:-0.4;Momentum:-0.9;LowVol:0.0 | MaxPos5% | 6 | 25 | 4.8 | trailing 9% | 218 | 26.6 | Volatile | 28.9 | 5.2 | 4.3 | 118 | 22 | 62 | 70 | false | Sell | Trim extended winner -1% | 31 | -15 | BrokerC | MKT | 91 | null | null | Normal monitoring | 89 | -29 | 63 | 3 | false | Monitor dispersion and breadth |
P1328 | Active | Roth | USD | 2024-11-20 | 1,720,381 | 137,290 | 1,583,091 | 1 | 66.5 | 20.9 | 4.4 | 8.1 | GLD:13.3%;TSLA:21.8%;MUB:17.4%;MSFT:11.7%;HYG:21.8%;IEF:14.0% | US:61.9;EU:17.5;APAC:9.6;EM:7.1;Other:4.0 | Value:-0.9;Growth:+0.6;Quality:+0.9;Size:-0.6;Momentum:-0.0;LowVol:+0.6 | null | 7 | 35 | 4.9 | trailing 9% | 202 | 26.5 | Bull | 13 | 4.04 | 2.7 | 81 | 57 | 75 | 54 | true | Rebalance | Rebalance back to target bands | 29 | -19 | BrokerD | MKT | 94 | VAR>budget | Hedge | Risk above budget threshold | 108 | -32 | 177 | 5 | true | Tighten stops on momentum names |
P1329 | Hands-off | IRA | USD | 2025-03-02 | 563,403 | 49,998 | 513,405 | 1 | 60.5 | 23.6 | 10 | 5.9 | GLD:16.4%;HYG:25.3%;VNQ:13.1%;VOO:19.9%;AMZN:25.3% | US:65.7;EU:13.2;APAC:9.5;EM:9.5;Other:2.1 | Value:+0.3;Growth:-0.9;Quality:+0.1;Size:-0.9;Momentum:-0.2;LowVol:+0.8 | NoDerivatives | 6 | 35 | 4.5 | hard 10% | 102 | 15.5 | Volatile | 26.5 | 4.25 | 4 | 158 | -3 | 33 | 64 | false | Rebalance | Shift +1% to bonds from equity | 32 | -26 | BrokerA | LMT | 97 | null | null | Normal monitoring | -24 | -10 | 74 | 4 | false | Increase defensive factor exposure |
P1330 | Active | Taxable | USD | 2025-09-29 | 2,440,658 | 166,504 | 2,274,154 | 1 | 54.2 | 19.7 | 16.7 | 9.4 | VOO:24.1%;TSLA:17.9%;MUB:29.0%;VNQ:29.0% | US:70.5;EU:14.7;APAC:10.7;EM:3.8;Other:0.3 | Value:-0.4;Growth:+0.9;Quality:+0.5;Size:-0.5;Momentum:+0.1;LowVol:-0.2 | MaxPos6% | 7 | 30 | 4 | hard 12% | 170 | 17 | Volatile | 23.3 | 4.25 | 3.2 | 159 | 78 | 96 | 58 | true | Hedge | Buy index puts 1% notional | -3 | -36 | BrokerA | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 13 | -51 | 95 | 3 | false | Increase defensive factor exposure |
P1331 | Systematic | Trust | USD | 2025-12-12 | 405,216 | 28,992 | 376,224 | 1 | 65.3 | 21.9 | 5.5 | 7.3 | MUB:20.1%;IEF:20.1%;QQQ:18.9%;TLT:20.1%;VTI:20.9% | US:75.5;EU:7.7;APAC:6.4;EM:7.0;Other:3.3 | Value:+0.3;Growth:+0.7;Quality:+0.2;Size:+1.0;Momentum:+0.1;LowVol:-0.5 | null | 8 | 35 | 4.3 | trailing 9% | 228 | 27 | Volatile | 29 | 4.96 | 3.6 | 171 | 67 | 72 | 70 | true | Hedge | Buy index puts 1% notional | -4 | -1 | BrokerB | MKT | 94 | RegimeShift | Pause | Volatility spike and breadth deterioration | 116 | 12 | 131 | 5 | false | Tax-aware sells next window |
P1332 | Opportunistic | Roth | USD | 2025-02-26 | 873,499 | 70,428 | 803,071 | 1.17 | 74.2 | 14.9 | 6.5 | 4.4 | VTI:26.9%;AMZN:26.9%;XLF:22.4%;MSFT:23.8% | US:67.9;EU:11.1;APAC:7.2;EM:10.5;Other:3.4 | Value:-0.3;Growth:-0.8;Quality:-1.0;Size:+0.1;Momentum:-0.8;LowVol:+0.1 | null | 10 | 30 | 5.5 | trailing 9% | 235 | 29.5 | Volatile | 28.4 | 4.97 | 3.2 | 153 | 54 | 91 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | -33 | BrokerD | MKT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -42 | -22 | -14 | 3 | false | Monitor dispersion and breadth |
P1333 | Hands-off | 401k | USD | 2025-06-04 | 567,950 | 51,265 | 516,685 | 1 | 63.5 | 22.9 | 4.2 | 9.4 | IEF:33.3%;MUB:33.3%;BND:33.3% | US:73.5;EU:9.0;APAC:8.6;EM:6.9;Other:1.9 | Value:-0.1;Growth:-0.1;Quality:-0.8;Size:-0.4;Momentum:-0.2;LowVol:+0.5 | MaxPos8% | 8 | 25 | 3.4 | hard 10% | 115 | 17.1 | Volatile | 26.8 | 5.49 | 2.2 | 119 | -52 | 14 | 78 | true | Hedge | Buy index puts 1% notional | 1 | -29 | BrokerB | LMT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 59 | 20 | 135 | 5 | false | Within IPS guidelines |
P1334 | Cautious | IRA | USD | 2025-03-14 | 782,044 | 105,371 | 676,673 | 1 | 43.7 | 43.3 | 1.8 | 11.2 | MSFT:11.4%;IEF:10.8%;XLF:21.4%;AMZN:21.4%;AAPL:13.6%;TSLA:21.4% | US:66.7;EU:15.3;APAC:9.5;EM:4.2;Other:4.3 | Value:+0.7;Growth:+0.2;Quality:-0.3;Size:+0.8;Momentum:+0.8;LowVol:+0.4 | NoMargin | 6 | 25 | 5.9 | trailing 8% | 122 | 19.8 | Sideways | 16.6 | 4.92 | 2.1 | 138 | 30 | 50 | 32 | false | Hedge | Add TLT +1% as duration hedge | -14 | -11 | BrokerD | LMT | 95 | null | null | Normal monitoring | 42 | -51 | 31 | 3 | false | Within IPS guidelines |
P1335 | Opportunistic | Trust | USD | 2025-07-10 | 941,691 | 37,481 | 904,210 | 1 | 72 | 13.6 | 8.7 | 5.8 | GLD:34.9%;HYG:34.9%;IEF:30.2% | US:76.5;EU:5.7;APAC:5.4;EM:7.6;Other:4.7 | Value:-0.5;Growth:-0.3;Quality:-0.6;Size:-0.6;Momentum:+0.1;LowVol:+0.1 | null | 10 | 25 | 6.5 | hard 12% | 204 | 23.2 | Volatile | 23 | 4.61 | 3 | 172 | -4 | 50 | 75 | true | Rebalance | Rebalance back to target bands | 4 | 13 | BrokerA | VWAP | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 101 | -41 | 150 | 4 | true | Monitor dispersion and breadth |
P1336 | Systematic | Trust | USD | 2025-12-26 | 1,229,993 | 80,211 | 1,149,782 | 1 | 66.6 | 24.5 | 0 | 8.9 | BND:34.1%;HYG:31.9%;VNQ:34.1% | US:65.5;EU:13.3;APAC:7.7;EM:9.6;Other:3.8 | Value:-0.6;Growth:+0.9;Quality:+1.0;Size:+0.5;Momentum:-0.8;LowVol:-0.3 | MaxPos6% | 8 | 30 | 5.3 | hard 12% | 205 | 23.7 | Volatile | 29.5 | 4.26 | 4.4 | 152 | 28 | 71 | 79 | true | Rebalance | Rebalance back to target bands | 22 | 1 | BrokerC | VWAP | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 89 | 5 | 82 | 5 | true | Increase defensive factor exposure |
P1337 | Cautious | Taxable | USD | 2025-07-03 | 312,661 | 39,390 | 273,271 | 1 | 37.4 | 36.7 | 13.2 | 12.7 | VNQ:12.3%;GLD:22.7%;VTI:13.0%;BRK.B:17.7%;AAPL:12.5%;TSLA:21.9% | US:59.9;EU:12.1;APAC:12.5;EM:10.9;Other:4.5 | Value:-0.6;Growth:-0.2;Quality:+0.6;Size:+0.1;Momentum:-0.4;LowVol:-0.3 | NoMargin | 10 | 35 | 3.3 | trailing 10% | 90 | 16.1 | Volatile | 27.2 | 5.06 | 2.1 | 126 | 58 | 79 | 60 | false | Sell | Trim extended winner -1% | 34 | 12 | BrokerD | LMT | 96 | null | null | Normal monitoring | 28 | -25 | 42 | 3 | false | Within IPS guidelines |
P1338 | Hands-off | Taxable | USD | 2024-08-21 | 247,681 | 11,455 | 236,226 | 1 | 60.5 | 28.4 | 5.1 | 6 | QQQ:25.0%;HYG:25.0%;XLF:25.0%;AAPL:25.0% | US:71.5;EU:9.9;APAC:12.5;EM:5.8;Other:0.3 | Value:-1.0;Growth:-0.8;Quality:+0.3;Size:-0.1;Momentum:+0.7;LowVol:-0.8 | ESGOnly | 5 | 25 | 3.3 | hard 10% | 163 | 12.1 | Bull | 17.6 | 4.24 | 3.2 | 105 | 45 | 70 | 49 | false | Buy | Add to core equity +1% | 25 | -22 | BrokerC | MKT | 85 | null | null | Normal monitoring | -14 | 6 | 92 | 4 | false | Increase defensive factor exposure |
P1339 | Systematic | Trust | USD | 2025-09-09 | 1,575,059 | 73,120 | 1,501,939 | 1 | 55.7 | 34 | 3.7 | 6.6 | BRK.B:24.3%;TSLA:11.4%;HYG:24.3%;BND:22.0%;VOO:17.9% | US:60.5;EU:16.1;APAC:11.9;EM:8.2;Other:3.3 | Value:-0.5;Growth:-0.7;Quality:-0.6;Size:+0.8;Momentum:-0.3;LowVol:-0.0 | MaxPos7% | 8 | 25 | 5.4 | trailing 8% | 201 | 24.7 | Volatile | 31 | 4.48 | 3.3 | 117 | 77 | 95 | 78 | true | Rebalance | Rebalance back to target bands | 7 | 8 | BrokerB | LMT | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -2 | -42 | 92 | 4 | false | Within IPS guidelines |
P1340 | Cautious | 401k | USD | 2025-05-07 | 632,820 | 51,236 | 581,584 | 1 | 35.3 | 37.5 | 15 | 12.2 | GLD:33.3%;XLF:33.3%;BRK.B:33.3% | US:66.1;EU:7.1;APAC:17.5;EM:9.0;Other:0.3 | Value:-0.5;Growth:-0.1;Quality:-0.0;Size:-0.2;Momentum:+0.7;LowVol:-0.1 | MaxPos6%;NoDerivatives;NoMargin | 5 | 30 | 3.6 | trailing 10% | 148 | 18.7 | Sideways | 15.4 | 4.33 | 3.3 | 112 | -7 | 42 | 24 | false | Rebalance | Shift +1% to bonds from equity | -4 | 11 | BrokerA | MKT | 87 | null | null | Normal monitoring | 73 | -34 | 73 | 4 | false | Tighten stops on momentum names |
P1341 | Systematic | 401k | USD | 2025-06-30 | 1,820,766 | 99,682 | 1,721,084 | 1 | 59.9 | 26.9 | 3.8 | 9.4 | HYG:23.2%;IEF:9.4%;MSFT:9.2%;AMZN:23.2%;VTI:11.7%;TLT:23.2% | US:61.0;EU:12.9;APAC:14.6;EM:8.9;Other:2.6 | Value:+0.2;Growth:+0.7;Quality:-0.5;Size:+0.8;Momentum:+1.0;LowVol:-0.2 | null | 10 | 25 | 5.8 | trailing 8% | 131 | 16.7 | Bear | 33.6 | 3.89 | 2.7 | 181 | -97 | 9 | 82 | true | Hedge | Buy index puts 1% notional | 9 | -13 | BrokerD | VWAP | 97 | VAR>budget | TightenStops | Risk above budget threshold | -14 | -7 | -15 | 2 | false | Monitor dispersion and breadth |
P1342 | Hands-off | 401k | USD | 2025-06-23 | 444,944 | 26,873 | 418,071 | 1 | 66.8 | 26.8 | 0 | 6.5 | GLD:19.0%;VOO:22.3%;VTI:8.9%;VNQ:14.2%;TLT:18.7%;BND:17.0% | US:61.3;EU:14.4;APAC:15.8;EM:5.8;Other:2.7 | Value:+0.7;Growth:+0.9;Quality:+0.5;Size:-1.0;Momentum:+0.3;LowVol:-1.0 | ESGOnly;NoDerivatives | 10 | 30 | 3.7 | trailing 8% | 151 | 19.3 | Bull | 11.4 | 4.69 | 2.7 | 109 | 41 | 85 | 40 | false | Sell | Trim extended winner -1% | -2 | 5 | BrokerB | VWAP | 88 | null | null | Normal monitoring | 94 | -32 | 223 | 4 | false | Tighten stops on momentum names |
P1343 | Cautious | IRA | USD | 2025-01-22 | 465,791 | 42,343 | 423,448 | 1 | 43.2 | 37.6 | 4.7 | 14.5 | XLF:19.5%;AAPL:7.0%;AMZN:20.1%;BRK.B:20.0%;BND:15.2%;VNQ:18.3% | US:68.4;EU:6.9;APAC:9.4;EM:11.0;Other:4.3 | Value:-0.4;Growth:-0.5;Quality:-0.2;Size:-0.9;Momentum:-0.3;LowVol:+0.3 | NoDerivatives;NoMargin | 7 | 25 | 5 | trailing 8% | 145 | 17.8 | Volatile | 24.2 | 4.61 | 4.5 | 147 | -52 | 33 | 50 | false | Buy | Add to core equity +1% | -8 | -33 | BrokerC | MKT | 93 | null | null | Normal monitoring | 10 | -39 | 91 | 4 | false | Within IPS guidelines |
P1344 | Hands-off | Trust | USD | 2025-08-30 | 740,286 | 32,501 | 707,785 | 1 | 61.9 | 26.3 | 3.9 | 7.9 | IEF:17.0%;MSFT:15.9%;HYG:18.1%;TSLA:15.4%;QQQ:16.2%;GLD:17.5% | US:60.7;EU:19.4;APAC:10.8;EM:8.3;Other:0.9 | Value:+0.6;Growth:-0.7;Quality:+0.2;Size:+0.3;Momentum:+0.5;LowVol:-0.2 | null | 8 | 25 | 4.5 | trailing 10% | 91 | 16.2 | Bull | 15.7 | 4.15 | 2.8 | 106 | 66 | 80 | 51 | false | Rebalance | Shift +1% to bonds from equity | 29 | -6 | BrokerD | MKT | 88 | null | null | Normal monitoring | 21 | -20 | 115 | 4 | false | Tighten stops on momentum names |
P1345 | Cautious | Trust | USD | 2024-11-16 | 397,810 | 45,204 | 352,606 | 1 | 44.8 | 37 | 2.5 | 15.7 | QQQ:33.3%;XLF:33.3%;MSFT:33.3% | US:63.9;EU:11.2;APAC:11.6;EM:9.2;Other:4.1 | Value:+0.1;Growth:+0.4;Quality:-0.6;Size:+0.8;Momentum:+0.1;LowVol:-0.7 | ESGOnly;MaxPos8%;NoMargin | 7 | 35 | 6 | hard 10% | 106 | 12.7 | Volatile | 20.2 | 3.64 | 3.2 | 115 | -20 | 34 | 41 | false | Buy | Add to core equity +1% | 5 | 8 | BrokerC | LMT | 87 | null | null | Normal monitoring | 20 | -21 | 68 | 3 | false | Tax-aware sells next window |
P1346 | Cautious | Roth | USD | 2025-07-08 | 215,129 | 33,695 | 181,434 | 1 | 38.8 | 35.4 | 15.7 | 10.1 | AMZN:33.3%;TSLA:33.3%;VOO:33.3% | US:67.7;EU:7.5;APAC:12.7;EM:7.3;Other:4.8 | Value:+0.6;Growth:+0.7;Quality:-0.6;Size:-0.7;Momentum:-0.1;LowVol:+0.3 | NoDerivatives;NoMargin | 10 | 30 | 4.1 | hard 10% | 135 | 17.2 | Volatile | 27.7 | 3.95 | 4.1 | 179 | -3 | 39 | 55 | false | Sell | Trim extended winner -1% | 9 | 5 | BrokerA | LMT | 86 | null | null | Normal monitoring | 96 | -25 | 135 | 4 | false | Tighten stops on momentum names |
P1347 | Hands-off | Taxable | USD | 2025-07-05 | 452,732 | 23,393 | 429,339 | 1 | 64.7 | 23.4 | 6 | 5.9 | HYG:33.3%;MSFT:33.3%;TSLA:33.3% | US:66.0;EU:12.5;APAC:12.6;EM:8.9;Other:0.1 | Value:0.0;Growth:-0.9;Quality:-0.8;Size:+0.9;Momentum:-1.0;LowVol:+0.6 | MaxPos7% | 8 | 35 | 3.7 | trailing 10% | 100 | 16.5 | Bear | 26.4 | 4.42 | 1.9 | 143 | -107 | 5 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -37 | BrokerA | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 44 | 18 | 158 | 5 | false | Monitor dispersion and breadth |
P1348 | Active | Taxable | USD | 2025-08-10 | 2,290,728 | 205,904 | 2,084,824 | 1 | 57.3 | 31.1 | 5.4 | 6.3 | MSFT:33.3%;MUB:33.3%;VOO:33.3% | US:64.2;EU:8.2;APAC:14.4;EM:11.4;Other:1.8 | Value:-0.8;Growth:+0.8;Quality:-0.6;Size:-0.5;Momentum:-0.3;LowVol:-0.2 | MaxPos8% | 7 | 35 | 5.9 | trailing 8% | 147 | 26.1 | Bull | 16.2 | 4.77 | 3 | 110 | 38 | 64 | 36 | false | Rebalance | Shift +1% to bonds from equity | 17 | 10 | BrokerA | LMT | 91 | null | null | Normal monitoring | 31 | 19 | 31 | 5 | false | Increase defensive factor exposure |
P1349 | Active | Taxable | USD | 2024-07-11 | 1,599,520 | 123,777 | 1,475,743 | 1 | 61.8 | 20.3 | 9.2 | 8.7 | VOO:13.3%;VNQ:17.2%;GLD:15.4%;QQQ:15.4%;AMZN:22.2%;BND:16.6% | US:68.1;EU:10.8;APAC:11.1;EM:9.0;Other:1.0 | Value:+0.8;Growth:+0.6;Quality:-1.0;Size:-0.5;Momentum:-0.3;LowVol:+0.6 | null | 10 | 30 | 5.2 | trailing 8% | 170 | 22 | Sideways | 15.5 | 3.65 | 3.3 | 100 | 54 | 84 | 51 | false | Hedge | Add TLT +1% as duration hedge | 30 | 2 | BrokerA | LMT | 95 | null | null | Normal monitoring | 78 | -42 | 42 | 5 | false | Tax-aware sells next window |
P1350 | Hands-off | IRA | USD | 2024-11-17 | 317,235 | 15,548 | 301,687 | 1 | 66.8 | 20 | 7.5 | 5.8 | BRK.B:15.3%;TSLA:12.3%;AAPL:10.6%;IEF:20.9%;GLD:20.9%;TLT:20.0% | US:60.5;EU:18.9;APAC:6.1;EM:9.8;Other:4.7 | Value:+0.9;Growth:-0.4;Quality:-0.1;Size:-0.2;Momentum:-0.7;LowVol:+0.8 | null | 8 | 25 | 3.8 | trailing 8% | 90 | 15.8 | Bull | 17 | 4.11 | 2.8 | 106 | 107 | 100 | 63 | false | Sell | Trim extended winner -1% | 33 | -7 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 117 | 0 | 232 | 5 | false | Tax-aware sells next window |
P1351 | Systematic | Roth | USD | 2025-06-19 | 1,618,374 | 78,509 | 1,539,865 | 1 | 66.5 | 24.9 | 0 | 8.7 | XLF:27.6%;VTI:27.6%;IEF:17.1%;AMZN:27.6% | US:64.8;EU:11.7;APAC:14.0;EM:4.7;Other:4.8 | Value:+0.1;Growth:+0.2;Quality:+0.2;Size:-0.3;Momentum:-0.9;LowVol:-0.2 | null | 10 | 25 | 5.5 | trailing 8% | 216 | 27.7 | Bull | 11.1 | 4.55 | 3.4 | 83 | 74 | 99 | 37 | false | NoAction | Within bands; monitor | -10 | -3 | BrokerB | MKT | 0 | null | null | Normal monitoring | -6 | -59 | 127 | 3 | false | Monitor dispersion and breadth |
P1352 | Opportunistic | IRA | USD | 2025-07-25 | 1,399,731 | 81,939 | 1,317,792 | 1 | 70 | 19.1 | 3.7 | 7.2 | VTI:33.3%;VOO:33.3%;MSFT:33.3% | US:59.9;EU:16.5;APAC:10.9;EM:10.6;Other:2.1 | Value:-1.0;Growth:+0.1;Quality:-0.9;Size:-0.3;Momentum:-0.4;LowVol:+0.4 | null | 6 | 35 | 6.2 | trailing 7% | 185 | 23 | Bull | 13.2 | 4.13 | 2.3 | 84 | 12 | 49 | 44 | false | Rebalance | Shift +1% to bonds from equity | -15 | 13 | BrokerA | MKT | 88 | null | null | Normal monitoring | -21 | -35 | 108 | 5 | false | Tighten stops on momentum names |
P1353 | Systematic | Trust | USD | 2025-09-09 | 1,206,208 | 80,772 | 1,125,436 | 1 | 56.4 | 33.5 | 2.7 | 7.5 | XLF:33.3%;MUB:33.3%;BRK.B:33.3% | US:70.4;EU:13.5;APAC:7.1;EM:5.5;Other:3.5 | Value:+0.6;Growth:-0.8;Quality:-0.7;Size:-0.9;Momentum:-0.1;LowVol:-0.9 | null | 6 | 30 | 5.6 | trailing 9% | 207 | 18.8 | Sideways | 17.6 | 4.24 | 3.2 | 134 | 18 | 74 | 42 | false | NoAction | Within bands; monitor | -1 | -1 | BrokerA | MKT | 0 | null | null | Normal monitoring | 105 | 18 | 222 | 3 | false | Increase defensive factor exposure |
P1354 | Systematic | 401k | USD | 2025-01-07 | 754,190 | 75,187 | 679,003 | 1 | 66 | 21.5 | 3.9 | 8.6 | TLT:14.9%;BND:24.0%;IEF:30.5%;VNQ:30.5% | US:67.2;EU:16.4;APAC:8.0;EM:6.2;Other:2.3 | Value:-0.7;Growth:+0.4;Quality:+0.9;Size:+0.7;Momentum:+0.6;LowVol:-0.4 | NoDerivatives | 6 | 30 | 4.4 | hard 12% | 130 | 27.7 | Bull | 16.1 | 3.94 | 3.1 | 73 | 49 | 88 | 52 | false | Rebalance | Shift +1% to bonds from equity | -2 | 13 | BrokerC | LMT | 86 | null | null | Normal monitoring | 72 | -46 | 143 | 5 | false | Tax-aware sells next window |
P1355 | Systematic | 401k | USD | 2025-01-17 | 418,953 | 40,900 | 378,053 | 1 | 61.4 | 27.6 | 5.8 | 5.1 | TSLA:33.3%;TLT:33.3%;HYG:33.3% | US:73.6;EU:8.2;APAC:9.2;EM:8.5;Other:0.5 | Value:+0.4;Growth:-0.6;Quality:-0.3;Size:-0.0;Momentum:-0.7;LowVol:-1.0 | MaxPos6% | 7 | 25 | 4.9 | trailing 8% | 215 | 27.3 | Sideways | 18.7 | 3.86 | 3.4 | 106 | 60 | 70 | 50 | true | Hedge | Buy index puts 1% notional | 9 | -34 | BrokerC | MKT | 93 | VAR>budget | Hedge | Risk above budget threshold | 105 | -18 | 139 | 5 | false | Tax-aware sells next window |
P1356 | Cautious | IRA | USD | 2024-10-05 | 838,547 | 68,559 | 769,988 | 1 | 41.1 | 30.4 | 13.8 | 14.7 | AAPL:24.4%;VOO:24.4%;GLD:11.4%;BRK.B:24.4%;HYG:15.3% | US:68.9;EU:7.6;APAC:14.4;EM:4.9;Other:4.2 | Value:+0.8;Growth:-0.3;Quality:+0.3;Size:-0.9;Momentum:-0.7;LowVol:-0.3 | NoDerivatives;NoMargin | 5 | 30 | 3.4 | trailing 8% | 150 | 14.7 | Volatile | 20.2 | 4.37 | 2.5 | 147 | -29 | 39 | 35 | false | Sell | Trim extended winner -1% | 14 | 5 | BrokerC | MKT | 98 | null | null | Normal monitoring | 110 | -54 | 112 | 4 | false | Within IPS guidelines |
P1357 | Cautious | Taxable | USD | 2025-07-12 | 420,785 | 50,272 | 370,513 | 1 | 37.5 | 34.4 | 17.1 | 11 | BRK.B:20.6%;VTI:29.6%;IEF:20.2%;MSFT:29.6% | US:73.2;EU:8.6;APAC:10.1;EM:4.0;Other:4.1 | Value:+0.1;Growth:-0.7;Quality:-0.8;Size:-0.2;Momentum:-0.9;LowVol:+0.3 | MaxPos7%;NoMargin | 8 | 30 | 4.1 | hard 10% | 147 | 19.2 | Bear | 32.7 | 3.16 | 2.2 | 148 | -4 | 35 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | 12 | BrokerB | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 59 | -7 | 129 | 2 | false | Within IPS guidelines |
P1358 | Active | IRA | USD | 2025-12-26 | 2,405,159 | 252,366 | 2,152,793 | 1 | 65 | 27.8 | 0 | 7.3 | VNQ:33.3%;MSFT:33.3%;AMZN:33.3% | US:70.0;EU:13.8;APAC:8.6;EM:3.4;Other:4.1 | Value:-0.7;Growth:+0.5;Quality:+0.9;Size:+0.3;Momentum:+0.1;LowVol:-0.7 | MaxPos8% | 5 | 25 | 5.2 | trailing 8% | 167 | 21 | Volatile | 20.1 | 5.28 | 2.7 | 151 | 42 | 66 | 57 | false | Buy | Add to core equity +1% | -9 | -31 | BrokerC | MKT | 100 | null | null | Normal monitoring | 19 | -32 | 56 | 3 | false | Increase defensive factor exposure |
P1359 | Hands-off | Taxable | USD | 2025-10-31 | 763,243 | 43,471 | 719,772 | 1 | 72.4 | 22.3 | 0 | 5.2 | AAPL:33.3%;IEF:33.3%;VOO:33.3% | US:66.1;EU:15.2;APAC:10.8;EM:5.7;Other:2.2 | Value:-0.6;Growth:+0.1;Quality:+0.4;Size:+0.8;Momentum:-0.3;LowVol:-0.6 | null | 6 | 30 | 4.5 | trailing 8% | 120 | 19.1 | Volatile | 27.5 | 5.06 | 4.2 | 127 | 0 | 40 | 83 | true | Hedge | Buy index puts 1% notional | 32 | -12 | BrokerA | LMT | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 40 | 13 | 142 | 2 | false | Within IPS guidelines |
P1360 | Active | 401k | USD | 2025-07-13 | 903,986 | 84,903 | 819,083 | 1 | 65.8 | 20.9 | 6.1 | 7.3 | VNQ:14.0%;TLT:20.7%;IEF:23.0%;BND:23.0%;MUB:19.3% | US:68.4;EU:7.7;APAC:10.8;EM:10.4;Other:2.7 | Value:+0.6;Growth:+1.0;Quality:+0.4;Size:+0.1;Momentum:-0.2;LowVol:+0.4 | NoDerivatives | 7 | 35 | 5.8 | trailing 8% | 169 | 27.8 | Bull | 17.1 | 3.76 | 2.3 | 99 | 56 | 66 | 59 | false | Buy | Add to core equity +1% | -1 | 11 | BrokerD | MKT | 100 | null | null | Normal monitoring | -50 | -16 | 77 | 3 | false | Monitor dispersion and breadth |
P1361 | Hands-off | 401k | USD | 2025-02-05 | 548,801 | 39,594 | 509,207 | 1 | 58.2 | 15.9 | 17.1 | 8.7 | VNQ:25.0%;IEF:25.0%;GLD:25.0%;MSFT:25.0% | US:69.1;EU:12.6;APAC:9.4;EM:5.3;Other:3.7 | Value:+0.9;Growth:+0.7;Quality:-0.2;Size:+0.7;Momentum:-1.0;LowVol:+0.5 | ESGOnly;MaxPos5%;NoDerivatives | 10 | 30 | 4.4 | hard 10% | 91 | 19.3 | Bear | 27.6 | 4.46 | 1.4 | 134 | 22 | 72 | 69 | false | Sell | Trim extended winner -1% | -15 | -7 | BrokerC | LMT | 98 | null | null | Normal monitoring | 84 | -19 | 181 | 4 | false | Within IPS guidelines |
P1362 | Cautious | Roth | USD | 2024-12-16 | 336,867 | 49,112 | 287,755 | 1 | 42.2 | 33.9 | 11 | 12.8 | VOO:27.9%;XLF:27.9%;AMZN:27.9%;BND:16.2% | US:72.5;EU:12.4;APAC:10.7;EM:4.4;Other:0.0 | Value:-0.1;Growth:+0.8;Quality:-0.8;Size:-0.7;Momentum:+0.8;LowVol:-0.2 | ESGOnly;NoMargin | 10 | 30 | 4.2 | trailing 10% | 110 | 16.9 | Bear | 33.2 | 3.07 | 2.6 | 166 | -114 | 5 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | 14 | BrokerA | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | -46 | -6 | 16 | 4 | false | Tax-aware sells next window |
P1363 | Opportunistic | IRA | USD | 2024-12-06 | 407,859 | 12,297 | 395,562 | 1 | 73.6 | 12.2 | 7.8 | 6.4 | VNQ:19.3%;MUB:23.0%;MSFT:19.5%;AAPL:17.9%;TLT:11.1%;VTI:9.2% | US:70.7;EU:12.9;APAC:9.9;EM:5.9;Other:0.6 | Value:-0.5;Growth:-0.9;Quality:+0.8;Size:-0.1;Momentum:+1.0;LowVol:+0.4 | MaxPos7%;NoDerivatives | 8 | 25 | 6.3 | trailing 9% | 239 | 29.3 | Sideways | 15.9 | 3.7 | 2.1 | 118 | 34 | 75 | 53 | false | Buy | Add to core equity +1% | 33 | -12 | BrokerD | VWAP | 96 | null | null | Normal monitoring | -45 | 1 | 37 | 3 | false | Tax-aware sells next window |
P1364 | Opportunistic | IRA | USD | 2024-11-22 | 1,124,045 | 62,546 | 1,061,499 | 1.21 | 62.2 | 11.7 | 21.7 | 4.5 | VTI:20.5%;MSFT:12.8%;GLD:25.9%;MUB:14.9%;TSLA:25.9% | US:70.0;EU:14.9;APAC:8.8;EM:3.1;Other:3.2 | Value:+0.2;Growth:-0.7;Quality:+0.9;Size:+0.7;Momentum:+0.2;LowVol:-0.1 | MaxPos5% | 5 | 25 | 4.5 | trailing 7% | 186 | 22.2 | Volatile | 31.5 | 5.33 | 3.7 | 135 | 6 | 66 | 72 | true | Hedge | Buy index puts 1% notional | -13 | 5 | BrokerB | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | 35 | 5 | 10 | 5 | false | Monitor dispersion and breadth |
P1365 | Opportunistic | IRA | USD | 2025-06-23 | 767,609 | 65,107 | 702,502 | 1 | 62.3 | 18.1 | 11.4 | 8.1 | TSLA:21.0%;QQQ:24.8%;VOO:13.2%;MSFT:24.8%;IEF:16.3% | US:74.3;EU:5.9;APAC:11.4;EM:4.1;Other:4.3 | Value:+0.7;Growth:+0.7;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:+0.6 | NoDerivatives | 6 | 30 | 4 | trailing 9% | 195 | 27.7 | Bull | 16.3 | 3.54 | 2.2 | 92 | 25 | 67 | 47 | false | Buy | Add to core equity +1% | 0 | 9 | BrokerB | LMT | 95 | null | null | Normal monitoring | -55 | 2 | -82 | 5 | false | Monitor dispersion and breadth |
P1366 | Cautious | 401k | USD | 2025-01-24 | 163,994 | 18,530 | 145,464 | 1 | 51.2 | 32.8 | 3.3 | 12.7 | HYG:33.3%;AMZN:33.3%;TSLA:33.3% | US:67.5;EU:15.6;APAC:8.3;EM:8.2;Other:0.5 | Value:-0.5;Growth:-0.6;Quality:+0.5;Size:0.0;Momentum:+0.2;LowVol:+0.6 | ESGOnly;NoMargin | 7 | 25 | 3.2 | hard 10% | 135 | 13.4 | Bear | 34.6 | 3.16 | 2.6 | 145 | 33 | 61 | 86 | true | Hedge | Buy index puts 1% notional | -10 | -3 | BrokerC | MKT | 88 | VAR>budget | TightenStops | Risk above budget threshold | -58 | -48 | -3 | 3 | false | Increase defensive factor exposure |
P1367 | Active | IRA | USD | 2024-12-29 | 2,465,640 | 193,881 | 2,271,759 | 1.16 | 58.5 | 29.8 | 5.3 | 6.4 | VNQ:13.4%;VOO:19.1%;AAPL:23.6%;TLT:19.2%;QQQ:24.8% | US:61.9;EU:22.2;APAC:9.3;EM:3.4;Other:3.1 | Value:+0.7;Growth:+0.7;Quality:-0.2;Size:-0.2;Momentum:-0.9;LowVol:0.0 | null | 6 | 35 | 4.6 | hard 12% | 169 | 16.2 | Volatile | 21.4 | 5.34 | 4.1 | 118 | -28 | 22 | 61 | false | Buy | Add to core equity +1% | -15 | 5 | BrokerD | LMT | 88 | null | null | Normal monitoring | 6 | -49 | 82 | 5 | false | Monitor dispersion and breadth |
P1368 | Cautious | IRA | USD | 2025-09-28 | 367,244 | 37,291 | 329,953 | 1 | 42.6 | 31.4 | 10.4 | 15.7 | BND:19.2%;AAPL:26.9%;TLT:26.9%;IEF:26.9% | US:68.3;EU:12.2;APAC:9.4;EM:9.2;Other:0.8 | Value:-0.1;Growth:-0.0;Quality:-0.2;Size:+0.8;Momentum:-0.3;LowVol:+0.1 | MaxPos6%;NoMargin | 8 | 35 | 4.4 | trailing 8% | 102 | 18.7 | Sideways | 16.7 | 4.89 | 2.5 | 135 | -7 | 57 | 38 | false | Rebalance | Shift +1% to bonds from equity | 11 | -36 | BrokerD | LMT | 100 | null | null | Normal monitoring | -38 | 7 | 47 | 3 | false | Tighten stops on momentum names |
P1369 | Opportunistic | Taxable | USD | 2025-05-14 | 1,509,724 | 122,702 | 1,387,022 | 1.13 | 74.4 | 13.5 | 4.4 | 7.6 | QQQ:18.5%;BND:23.0%;TSLA:23.0%;HYG:23.0%;XLF:12.6% | US:75.3;EU:8.2;APAC:5.8;EM:10.0;Other:0.8 | Value:-0.5;Growth:-0.6;Quality:+0.4;Size:+0.5;Momentum:-0.3;LowVol:-0.9 | MaxPos7% | 5 | 25 | 4.2 | trailing 7% | 207 | 32 | Bear | 31.1 | 4.23 | 1.6 | 204 | -71 | 6 | 95 | true | Hedge | Buy index puts 1% notional | 18 | -4 | BrokerB | LMT | 89 | VAR>budget | Hedge | Risk above budget threshold | 96 | -46 | 72 | 5 | false | Tax-aware sells next window |
P1370 | Hands-off | 401k | USD | 2025-08-13 | 288,703 | 23,499 | 265,204 | 1 | 55.5 | 28.6 | 6.2 | 9.7 | GLD:33.3%;IEF:33.3%;TLT:33.3% | US:68.1;EU:16.3;APAC:10.5;EM:3.0;Other:2.1 | Value:+1.0;Growth:+0.5;Quality:+1.0;Size:-0.2;Momentum:+0.5;LowVol:-0.8 | MaxPos8%;NoDerivatives | 5 | 30 | 5.7 | hard 10% | 143 | 18.7 | Sideways | 17 | 4.36 | 2.4 | 105 | 1 | 49 | 44 | false | Sell | Trim extended winner -1% | -3 | 2 | BrokerB | MKT | 94 | null | null | Normal monitoring | 69 | 12 | 142 | 5 | false | Tax-aware sells next window |
P1371 | Active | 401k | USD | 2025-04-04 | 2,289,018 | 168,109 | 2,120,909 | 1 | 60.5 | 25 | 5 | 9.5 | MUB:22.2%;AMZN:12.7%;TLT:22.2%;GLD:20.7%;HYG:22.2% | US:64.3;EU:11.7;APAC:11.1;EM:8.8;Other:4.1 | Value:-0.7;Growth:+0.1;Quality:+0.2;Size:+0.6;Momentum:-0.9;LowVol:+0.6 | MaxPos5%;NoDerivatives | 5 | 25 | 5.1 | trailing 8% | 127 | 19.3 | Bear | 25.3 | 3.62 | 1.8 | 201 | 9 | 65 | 58 | false | Sell | Trim extended winner -1% | 28 | -17 | BrokerA | MKT | 94 | null | null | Normal monitoring | -8 | -35 | 66 | 4 | false | Increase defensive factor exposure |
P1372 | Systematic | 401k | USD | 2024-09-09 | 1,635,434 | 132,609 | 1,502,825 | 1 | 66.2 | 23.1 | 3.2 | 7.4 | QQQ:24.4%;TSLA:24.4%;IEF:24.4%;BRK.B:12.9%;AAPL:14.0% | US:76.5;EU:6.6;APAC:11.2;EM:3.5;Other:2.2 | Value:+1.0;Growth:+0.3;Quality:-0.2;Size:-0.6;Momentum:+0.9;LowVol:-1.0 | null | 6 | 35 | 5.9 | trailing 8% | 182 | 27.1 | Bear | 29.5 | 3.25 | 2.6 | 150 | -68 | 27 | 77 | true | Hedge | Buy index puts 1% notional | 0 | 7 | BrokerD | MKT | 90 | VAR>budget | Hedge | Risk above budget threshold | -29 | -27 | -44 | 2 | true | Increase defensive factor exposure |
P1373 | Systematic | IRA | USD | 2024-11-05 | 1,164,373 | 97,174 | 1,067,199 | 1 | 64.5 | 30.7 | 0 | 4.8 | HYG:23.2%;TSLA:23.2%;AAPL:23.2%;IEF:9.4%;VNQ:20.9% | US:66.1;EU:20.9;APAC:8.2;EM:3.5;Other:1.4 | Value:-0.7;Growth:+0.7;Quality:-0.3;Size:+0.7;Momentum:+0.7;LowVol:-0.4 | MaxPos6% | 5 | 30 | 4.7 | hard 12% | 125 | 26.2 | Sideways | 18.4 | 4.82 | 2.8 | 124 | 11 | 55 | 46 | false | Buy | Add to core equity +1% | -6 | 8 | BrokerB | LMT | 90 | null | null | Normal monitoring | 38 | -31 | 80 | 4 | false | Monitor dispersion and breadth |
P1374 | Systematic | 401k | USD | 2025-05-25 | 1,922,401 | 122,396 | 1,800,005 | 1 | 61 | 27.3 | 2 | 9.7 | BRK.B:20.6%;TSLA:16.0%;VOO:17.9%;IEF:9.0%;AMZN:15.3%;MSFT:21.1% | US:71.2;EU:11.2;APAC:7.8;EM:9.5;Other:0.3 | Value:-0.8;Growth:+0.3;Quality:-0.0;Size:-0.1;Momentum:-0.9;LowVol:+0.1 | null | 5 | 30 | 4.2 | hard 12% | 142 | 18.4 | Bear | 22.4 | 3.43 | 1.8 | 163 | 7 | 49 | 68 | false | Buy | Add to core equity +1% | 26 | 4 | BrokerC | MKT | 90 | null | null | Normal monitoring | 5 | -54 | 60 | 3 | false | Tighten stops on momentum names |
P1375 | Opportunistic | Taxable | USD | 2024-11-29 | 751,887 | 50,497 | 701,390 | 1 | 72.4 | 13.5 | 7.4 | 6.7 | BRK.B:37.4%;VOO:37.4%;IEF:25.1% | US:65.2;EU:8.0;APAC:14.2;EM:11.6;Other:1.1 | Value:0.0;Growth:-0.7;Quality:0.0;Size:+0.8;Momentum:-0.8;LowVol:-0.6 | null | 7 | 25 | 4.2 | trailing 7% | 172 | 28.4 | Bear | 30.4 | 4.44 | 1.8 | 192 | -74 | 23 | 92 | true | Hedge | Buy index puts 1% notional | 28 | -27 | BrokerD | MKT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 45 | 18 | 183 | 5 | false | Tighten stops on momentum names |
P1376 | Opportunistic | 401k | USD | 2025-12-04 | 877,311 | 58,384 | 818,927 | 1 | 75.4 | 14.4 | 5.6 | 4.6 | AAPL:21.3%;QQQ:13.7%;TLT:15.8%;MUB:15.5%;HYG:12.4%;VTI:21.3% | US:65.1;EU:16.5;APAC:9.7;EM:7.1;Other:1.5 | Value:+0.9;Growth:-0.1;Quality:-0.7;Size:-1.0;Momentum:0.0;LowVol:+0.5 | null | 6 | 35 | 5.4 | trailing 7% | 208 | 31.1 | Volatile | 31.7 | 4.42 | 4.2 | 110 | 31 | 69 | 78 | true | Rebalance | Rebalance back to target bands | 7 | 5 | BrokerA | VWAP | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 25 | -60 | 41 | 5 | true | Tighten stops on momentum names |
P1377 | Cautious | IRA | USD | 2025-06-09 | 154,609 | 17,514 | 137,095 | 1 | 42.9 | 42.1 | 0 | 15 | VOO:13.4%;VNQ:20.7%;VTI:18.8%;BND:18.3%;BRK.B:18.2%;IEF:10.5% | US:73.7;EU:8.4;APAC:6.6;EM:7.3;Other:3.9 | Value:-0.4;Growth:+0.8;Quality:-0.7;Size:-0.5;Momentum:+0.5;LowVol:+0.5 | MaxPos5%;NoMargin | 7 | 25 | 5 | hard 10% | 140 | 19.2 | Sideways | 18.4 | 4.59 | 3.2 | 139 | -4 | 46 | 43 | false | Hedge | Add TLT +1% as duration hedge | 18 | -39 | BrokerD | MKT | 100 | null | null | Normal monitoring | 20 | -43 | 59 | 5 | false | Tax-aware sells next window |
P1378 | Active | Roth | USD | 2024-08-02 | 1,343,851 | 126,364 | 1,217,487 | 1.12 | 55.1 | 24 | 12 | 9 | VTI:24.3%;BRK.B:12.2%;GLD:24.3%;VOO:14.7%;XLF:24.3% | US:70.7;EU:13.6;APAC:6.8;EM:7.0;Other:1.9 | Value:0.0;Growth:+0.1;Quality:-0.1;Size:-0.4;Momentum:+0.7;LowVol:+0.1 | null | 7 | 30 | 4.7 | trailing 8% | 158 | 19.4 | Bear | 34.2 | 4.31 | 1.5 | 147 | -59 | 15 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | -14 | BrokerC | LMT | 96 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -31 | -24 | -50 | 4 | false | Monitor dispersion and breadth |
P1379 | Opportunistic | IRA | USD | 2025-04-07 | 917,600 | 46,595 | 871,005 | 1 | 65.1 | 21.1 | 9.5 | 4.3 | VNQ:21.5%;AAPL:21.9%;AMZN:13.0%;TSLA:21.9%;IEF:21.9% | US:51.6;EU:18.9;APAC:13.2;EM:11.9;Other:4.4 | Value:+0.5;Growth:-0.1;Quality:+0.8;Size:-0.5;Momentum:+0.4;LowVol:-0.7 | NoDerivatives | 5 | 25 | 5.2 | trailing 7% | 185 | 21.6 | Sideways | 19.4 | 4.83 | 2.8 | 108 | 22 | 73 | 66 | false | Rebalance | Shift +1% to bonds from equity | 16 | 9 | BrokerA | LMT | 95 | null | null | Normal monitoring | 60 | -48 | 174 | 4 | false | Tighten stops on momentum names |
P1380 | Opportunistic | IRA | USD | 2025-06-30 | 1,470,440 | 78,458 | 1,391,982 | 1.18 | 61.4 | 19.1 | 11.5 | 8 | TLT:26.7%;AMZN:26.7%;BRK.B:23.2%;IEF:23.3% | US:63.0;EU:15.3;APAC:9.5;EM:9.6;Other:2.5 | Value:-0.1;Growth:+0.6;Quality:+0.3;Size:+0.4;Momentum:+0.1;LowVol:-0.3 | null | 7 | 25 | 4.3 | trailing 9% | 265 | 22.4 | Volatile | 30.8 | 5.19 | 2.8 | 158 | 31 | 58 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -28 | BrokerC | MKT | 85 | VAR>budget | Hedge | Risk above budget threshold | -32 | 15 | -64 | 5 | false | Within IPS guidelines |
P1381 | Opportunistic | 401k | USD | 2025-10-27 | 1,460,984 | 78,421 | 1,382,563 | 1.14 | 67.5 | 14.4 | 9.2 | 8.9 | MUB:21.7%;VOO:26.1%;BRK.B:26.1%;GLD:26.1% | US:62.0;EU:14.6;APAC:14.1;EM:8.0;Other:1.3 | Value:-0.1;Growth:+0.4;Quality:+0.4;Size:-0.9;Momentum:-0.9;LowVol:-0.0 | null | 7 | 25 | 5.5 | trailing 9% | 256 | 24.9 | Volatile | 24.3 | 4.95 | 3.8 | 121 | 74 | 93 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 8 | -39 | BrokerA | LMT | 96 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 80 | 0 | 48 | 2 | false | Increase defensive factor exposure |
P1382 | Opportunistic | Taxable | USD | 2025-07-27 | 483,003 | 43,454 | 439,549 | 1 | 74.1 | 18.1 | 3.8 | 4.1 | MUB:13.3%;IEF:10.2%;AMZN:10.4%;AAPL:21.2%;VTI:22.4%;MSFT:22.4% | US:69.3;EU:11.9;APAC:8.0;EM:7.7;Other:3.0 | Value:-0.4;Growth:+1.0;Quality:+0.5;Size:+0.9;Momentum:-0.4;LowVol:+0.6 | null | 6 | 25 | 4.3 | hard 12% | 177 | 28 | Bull | 15 | 3.86 | 3.4 | 115 | 84 | 94 | 64 | true | Hedge | Buy index puts 1% notional | -3 | -11 | BrokerD | MKT | 87 | VAR>budget | Hedge | Risk above budget threshold | -50 | -1 | 43 | 4 | false | Tax-aware sells next window |
P1383 | Active | Trust | USD | 2024-08-28 | 1,953,701 | 122,937 | 1,830,764 | 1.18 | 50.8 | 27.2 | 15.1 | 7 | QQQ:24.9%;VTI:14.4%;AMZN:20.3%;TSLA:24.9%;BRK.B:15.6% | US:66.1;EU:19.6;APAC:7.2;EM:4.6;Other:2.6 | Value:+0.3;Growth:+0.4;Quality:-0.4;Size:-0.3;Momentum:+1.0;LowVol:-0.5 | NoDerivatives | 10 | 30 | 5.8 | trailing 9% | 183 | 22.5 | Volatile | 27.5 | 3.53 | 3.9 | 166 | -7 | 33 | 61 | false | Sell | Trim extended winner -1% | 7 | 10 | BrokerD | MKT | 95 | null | null | Normal monitoring | 120 | 6 | 220 | 4 | false | Tighten stops on momentum names |
P1384 | Active | Roth | USD | 2025-03-10 | 2,140,411 | 253,785 | 1,886,626 | 1.15 | 61.6 | 23 | 10 | 5.4 | TLT:17.5%;HYG:9.4%;QQQ:19.2%;IEF:17.1%;TSLA:22.2%;BRK.B:14.5% | US:68.0;EU:12.8;APAC:10.6;EM:5.6;Other:3.1 | Value:+0.7;Growth:+0.9;Quality:-0.0;Size:+0.8;Momentum:+0.3;LowVol:-0.4 | MaxPos5% | 10 | 35 | 5.4 | trailing 8% | 180 | 24.6 | Sideways | 20 | 4.8 | 3.2 | 92 | 20 | 68 | 52 | false | Buy | Add to core equity +1% | 22 | -32 | BrokerD | LMT | 86 | null | null | Normal monitoring | 28 | -15 | 96 | 4 | false | Tighten stops on momentum names |
P1385 | Hands-off | Trust | USD | 2024-07-25 | 444,982 | 41,909 | 403,073 | 1 | 67.4 | 24.9 | 0 | 7.7 | HYG:33.3%;VTI:33.3%;MSFT:33.3% | US:69.1;EU:10.5;APAC:11.0;EM:5.9;Other:3.6 | Value:+0.8;Growth:+0.2;Quality:+1.0;Size:-0.8;Momentum:-0.6;LowVol:+0.4 | MaxPos7%;NoDerivatives | 7 | 30 | 3.2 | trailing 8% | 126 | 17.2 | Bull | 11.9 | 4.18 | 3 | 82 | 66 | 92 | 48 | false | Rebalance | Shift +1% to bonds from equity | -7 | 2 | BrokerC | MKT | 98 | null | null | Normal monitoring | 92 | 11 | 199 | 5 | false | Tighten stops on momentum names |
P1386 | Cautious | Trust | USD | 2025-01-22 | 534,942 | 62,398 | 472,544 | 1 | 51.5 | 33.9 | 0 | 14.5 | GLD:33.3%;VOO:33.3%;VTI:33.3% | US:73.9;EU:12.5;APAC:6.1;EM:4.5;Other:3.1 | Value:+0.7;Growth:-0.9;Quality:+0.8;Size:-0.6;Momentum:-0.8;LowVol:-0.2 | MaxPos5%;NoMargin | 6 | 25 | 4.8 | hard 10% | 144 | 12.3 | Sideways | 16.4 | 3.71 | 2.1 | 117 | 16 | 59 | 39 | false | Sell | Trim extended winner -1% | 18 | 14 | BrokerA | MKT | 91 | null | null | Normal monitoring | -24 | -19 | 66 | 5 | false | Tighten stops on momentum names |
P1387 | Opportunistic | Roth | USD | 2024-07-17 | 1,218,144 | 58,941 | 1,159,203 | 1.24 | 65.8 | 11.1 | 17.4 | 5.7 | MSFT:18.2%;AAPL:18.7%;VNQ:21.6%;GLD:18.2%;TLT:15.1%;MUB:8.1% | US:56.1;EU:16.0;APAC:15.8;EM:6.9;Other:5.3 | Value:-0.3;Growth:0.0;Quality:-0.7;Size:+0.6;Momentum:+0.4;LowVol:-0.2 | NoDerivatives | 6 | 25 | 6.1 | trailing 7% | 217 | 29.4 | Volatile | 26.3 | 4.64 | 3.5 | 174 | 77 | 88 | 64 | false | Sell | Trim extended winner -1% | 17 | -18 | BrokerB | LMT | 96 | null | null | Normal monitoring | 35 | -43 | 13 | 5 | false | Monitor dispersion and breadth |
P1388 | Hands-off | Roth | USD | 2024-07-07 | 470,608 | 32,698 | 437,910 | 1 | 63.4 | 27.5 | 0 | 9.1 | BND:33.3%;HYG:33.3%;QQQ:33.3% | US:69.6;EU:6.8;APAC:12.6;EM:5.0;Other:6.0 | Value:+0.8;Growth:-0.4;Quality:+0.8;Size:-0.2;Momentum:+0.7;LowVol:+0.6 | null | 8 | 35 | 3.9 | trailing 8% | 132 | 19.9 | Sideways | 16 | 3.66 | 2 | 106 | 23 | 51 | 47 | false | Rebalance | Shift +1% to bonds from equity | 21 | -17 | BrokerB | MKT | 85 | null | null | Normal monitoring | 46 | -44 | 67 | 4 | false | Tax-aware sells next window |
P1389 | Active | 401k | USD | 2025-07-06 | 1,293,588 | 123,196 | 1,170,392 | 1 | 60.9 | 28.7 | 3.4 | 7 | QQQ:21.3%;VOO:17.9%;BND:18.2%;VTI:21.3%;BRK.B:21.3% | US:69.0;EU:11.6;APAC:5.9;EM:9.1;Other:4.4 | Value:0.0;Growth:-0.0;Quality:-0.6;Size:-0.2;Momentum:+0.2;LowVol:-0.8 | null | 8 | 25 | 4.6 | hard 12% | 203 | 17.1 | Sideways | 14.7 | 4.44 | 2.9 | 133 | -4 | 55 | 38 | false | Buy | Add to core equity +1% | 20 | 2 | BrokerD | MKT | 95 | null | null | Normal monitoring | 44 | 10 | 14 | 3 | false | Tax-aware sells next window |
P1390 | Active | Taxable | USD | 2024-07-28 | 1,925,572 | 167,547 | 1,758,025 | 1 | 65.7 | 27.9 | 0 | 6.4 | TSLA:33.3%;BRK.B:33.3%;AMZN:33.3% | US:66.8;EU:13.6;APAC:9.0;EM:10.1;Other:0.5 | Value:-0.9;Growth:-0.4;Quality:-0.6;Size:-0.9;Momentum:+0.4;LowVol:+0.9 | MaxPos7% | 5 | 30 | 5.1 | trailing 8% | 191 | 17.4 | Bull | 16.9 | 4.43 | 3.4 | 73 | 75 | 83 | 59 | false | Buy | Add to core equity +1% | -4 | -26 | BrokerD | LMT | 99 | null | null | Normal monitoring | 43 | -49 | 51 | 5 | false | Within IPS guidelines |
P1391 | Systematic | IRA | USD | 2025-08-20 | 659,874 | 56,880 | 602,994 | 1 | 69.2 | 20.9 | 4.6 | 5.3 | MUB:7.4%;BND:20.7%;AMZN:20.7%;IEF:18.7%;AAPL:19.4%;QQQ:13.0% | US:72.3;EU:7.0;APAC:10.0;EM:10.1;Other:0.6 | Value:+0.9;Growth:-0.9;Quality:-0.5;Size:+0.8;Momentum:-0.6;LowVol:+0.6 | null | 5 | 25 | 4 | trailing 8% | 121 | 17.8 | Bull | 16.8 | 4.35 | 3.2 | 70 | 77 | 85 | 58 | false | Rebalance | Shift +1% to bonds from equity | 35 | -19 | BrokerA | LMT | 92 | null | null | Normal monitoring | 90 | 11 | 184 | 4 | false | Within IPS guidelines |
P1392 | Hands-off | Taxable | USD | 2024-07-05 | 594,279 | 57,072 | 537,207 | 1 | 58.7 | 20.9 | 13.8 | 6.6 | QQQ:22.9%;TLT:22.9%;MUB:16.1%;AMZN:22.9%;VTI:15.1% | US:69.9;EU:16.9;APAC:4.7;EM:6.0;Other:2.5 | Value:+0.4;Growth:+0.8;Quality:-0.1;Size:-0.7;Momentum:-0.0;LowVol:+0.4 | ESGOnly | 10 | 30 | 5.1 | trailing 8% | 134 | 18.3 | Sideways | 21.7 | 4.72 | 3.2 | 105 | -13 | 41 | 60 | false | Rebalance | Shift +1% to bonds from equity | -8 | -5 | BrokerB | LMT | 94 | null | null | Normal monitoring | 46 | 6 | 173 | 5 | false | Tighten stops on momentum names |
P1393 | Opportunistic | Roth | USD | 2024-12-24 | 1,522,064 | 103,561 | 1,418,503 | 1.12 | 65.6 | 17.3 | 12.5 | 4.6 | MSFT:11.1%;BRK.B:25.4%;AAPL:25.4%;VNQ:12.6%;VTI:25.4% | US:64.2;EU:14.1;APAC:8.7;EM:8.6;Other:4.3 | Value:-0.7;Growth:-0.6;Quality:+0.5;Size:-0.4;Momentum:+0.3;LowVol:-0.9 | NoDerivatives | 7 | 25 | 5 | hard 12% | 243 | 34.9 | Volatile | 21.1 | 5.3 | 4 | 176 | 76 | 95 | 51 | false | Buy | Add to core equity +1% | -10 | -20 | BrokerA | LMT | 93 | null | null | Normal monitoring | 44 | -30 | 165 | 3 | false | Monitor dispersion and breadth |
P1394 | Hands-off | IRA | USD | 2025-03-05 | 352,913 | 24,428 | 328,485 | 1 | 55.8 | 17.9 | 17.4 | 9 | VNQ:14.0%;MUB:28.7%;QQQ:28.7%;VOO:28.7% | US:68.3;EU:9.1;APAC:10.1;EM:8.1;Other:4.4 | Value:+0.2;Growth:-0.5;Quality:+0.4;Size:-0.9;Momentum:-0.1;LowVol:-0.8 | null | 7 | 30 | 5.2 | trailing 8% | 111 | 18.2 | Bear | 31.5 | 4.29 | 1.6 | 203 | -87 | 21 | 74 | true | Rebalance | Rebalance back to target bands | -15 | -27 | BrokerC | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 88 | 17 | 77 | 3 | false | Tighten stops on momentum names |
P1395 | Hands-off | Trust | USD | 2025-04-07 | 161,914 | 8,283 | 153,631 | 1 | 67.5 | 24.9 | 0 | 7.6 | BRK.B:20.8%;VTI:9.1%;MSFT:17.1%;TLT:20.8%;VOO:20.8%;BND:11.2% | US:69.4;EU:12.5;APAC:6.5;EM:6.6;Other:4.9 | Value:+0.2;Growth:+0.3;Quality:+0.4;Size:+0.1;Momentum:+0.5;LowVol:+1.0 | MaxPos6%;NoDerivatives | 8 | 35 | 4.5 | trailing 8% | 127 | 14.3 | Volatile | 26.7 | 4.34 | 4.1 | 142 | 80 | 91 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | 8 | BrokerB | MKT | 90 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 15 | -50 | -18 | 5 | false | Increase defensive factor exposure |
P1396 | Active | Trust | USD | 2025-05-16 | 1,027,872 | 94,485 | 933,387 | 1 | 62.1 | 28.4 | 0 | 9.5 | IEF:33.3%;AMZN:33.3%;VTI:33.3% | US:69.8;EU:10.1;APAC:9.7;EM:9.7;Other:0.7 | Value:-0.0;Growth:+0.4;Quality:-0.3;Size:+0.1;Momentum:+0.9;LowVol:-0.5 | null | 10 | 35 | 4.9 | trailing 8% | 195 | 21.1 | Bull | 16.4 | 4.47 | 2.4 | 116 | 62 | 71 | 56 | true | Hedge | Buy index puts 1% notional | 20 | -12 | BrokerB | MKT | 100 | VAR>budget | Pause | Risk above budget threshold | 54 | -46 | 157 | 2 | false | Tighten stops on momentum names |
P1397 | Hands-off | Trust | USD | 2025-09-07 | 679,279 | 27,780 | 651,499 | 1 | 67.5 | 21.7 | 5.2 | 5.6 | VTI:11.2%;HYG:24.4%;GLD:15.4%;MSFT:24.4%;IEF:24.4% | US:65.0;EU:11.7;APAC:11.1;EM:7.9;Other:4.3 | Value:+0.1;Growth:-0.9;Quality:+0.9;Size:-0.9;Momentum:-0.8;LowVol:-0.3 | null | 6 | 30 | 3.2 | trailing 10% | 119 | 15.4 | Volatile | 29.7 | 5.43 | 2.8 | 151 | -45 | 26 | 74 | true | Hedge | Buy index puts 1% notional | 16 | -25 | BrokerB | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | -46 | 20 | -10 | 3 | false | Tax-aware sells next window |
P1398 | Cautious | Roth | USD | 2024-09-26 | 714,969 | 69,603 | 645,366 | 1 | 46.4 | 36.3 | 0 | 17.3 | VNQ:17.7%;IEF:27.4%;HYG:27.4%;TSLA:27.4% | US:70.1;EU:16.4;APAC:8.4;EM:5.1;Other:0.0 | Value:-0.3;Growth:+0.5;Quality:+0.4;Size:+0.5;Momentum:-0.2;LowVol:-0.6 | MaxPos5%;NoMargin | 5 | 25 | 4.7 | trailing 8% | 137 | 15.2 | Sideways | 18.8 | 4.23 | 2.7 | 118 | 2 | 62 | 41 | false | Buy | Add to core equity +1% | 31 | -24 | BrokerA | LMT | 90 | null | null | Normal monitoring | 20 | -17 | 55 | 5 | false | Monitor dispersion and breadth |
P1399 | Hands-off | IRA | USD | 2024-07-14 | 384,362 | 25,886 | 358,476 | 1 | 62.7 | 27.8 | 2 | 7.4 | VOO:16.7%;QQQ:23.3%;BND:13.3%;MUB:23.3%;VNQ:23.3% | US:69.8;EU:8.1;APAC:9.8;EM:9.8;Other:2.5 | Value:+0.5;Growth:-0.5;Quality:+0.7;Size:-0.3;Momentum:+0.9;LowVol:+0.9 | ESGOnly | 5 | 25 | 5.4 | trailing 8% | 152 | 16.1 | Sideways | 14.3 | 4.27 | 2.1 | 140 | 52 | 62 | 55 | false | Rebalance | Shift +1% to bonds from equity | -2 | 13 | BrokerB | MKT | 98 | null | null | Normal monitoring | 101 | -30 | 224 | 4 | false | Within IPS guidelines |
P1400 | Systematic | Trust | USD | 2024-11-12 | 987,295 | 72,530 | 914,765 | 1 | 64.4 | 26.2 | 0 | 9.4 | HYG:23.1%;MSFT:23.1%;XLF:7.7%;GLD:23.1%;VTI:23.1% | US:64.0;EU:13.3;APAC:8.3;EM:8.4;Other:6.0 | Value:+1.0;Growth:+0.3;Quality:-0.4;Size:-0.2;Momentum:+0.3;LowVol:+0.8 | MaxPos5%;NoDerivatives | 5 | 35 | 4.5 | trailing 9% | 170 | 26.2 | Bear | 27.5 | 3.88 | 2.4 | 152 | -87 | 5 | 67 | false | Sell | Trim extended winner -1% | 5 | -7 | BrokerD | VWAP | 86 | null | null | Normal monitoring | 32 | -37 | 106 | 4 | false | Tax-aware sells next window |
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