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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1401 | Active | Taxable | USD | 2025-06-29 | 1,352,031 | 157,542 | 1,194,489 | 1 | 54.5 | 26.5 | 9.2 | 9.8 | AMZN:16.1%;MSFT:21.8%;VNQ:16.1%;VOO:8.8%;XLF:21.3%;IEF:15.9% | US:71.7;EU:8.4;APAC:8.3;EM:7.3;Other:4.3 | Value:-0.9;Growth:-0.9;Quality:-0.0;Size:-1.0;Momentum:+0.2;LowVol:-0.5 | NoDerivatives | 5 | 35 | 5.5 | trailing 9% | 138 | 21.9 | Bull | 11.3 | 4.99 | 2.4 | 85 | 43 | 62 | 25 | false | Rebalance | Shift +1% to bonds from equity | 25 | -16 | BrokerB | LMT | 99 | null | null | Normal monitoring | 112 | 9 | 208 | 3 | false | Within IPS guidelines |
P1402 | Active | Trust | USD | 2025-11-23 | 1,167,850 | 70,852 | 1,096,998 | 1 | 60 | 27.2 | 3.3 | 9.4 | TLT:9.4%;BRK.B:14.7%;VNQ:11.1%;TSLA:22.8%;VOO:19.1%;QQQ:22.8% | US:70.3;EU:10.8;APAC:13.0;EM:4.0;Other:1.9 | Value:-0.6;Growth:-0.0;Quality:-1.0;Size:-0.8;Momentum:-0.6;LowVol:0.0 | NoDerivatives | 6 | 30 | 5.8 | hard 12% | 135 | 27.2 | Bull | 15.9 | 4.47 | 2.3 | 109 | 57 | 65 | 43 | false | Hedge | Add TLT +1% as duration hedge | 2 | -17 | BrokerC | LMT | 89 | null | null | Normal monitoring | 26 | 15 | 20 | 4 | false | Tighten stops on momentum names |
P1403 | Cautious | Taxable | USD | 2024-12-11 | 205,205 | 21,339 | 183,866 | 1 | 42.6 | 32.6 | 10.1 | 14.7 | MSFT:25.0%;BRK.B:25.0%;AAPL:25.0%;VTI:25.0% | US:69.8;EU:6.1;APAC:11.9;EM:7.8;Other:4.4 | Value:-0.6;Growth:-0.3;Quality:-0.6;Size:+0.8;Momentum:-0.2;LowVol:-0.5 | ESGOnly;MaxPos5%;NoMargin | 10 | 25 | 5.1 | trailing 8% | 117 | 19.4 | Bull | 14.1 | 3.74 | 2.3 | 79 | 111 | 100 | 23 | false | Buy | Add to core equity +1% | 9 | -17 | BrokerB | LMT | 90 | null | null | Normal monitoring | -35 | -4 | -62 | 5 | false | Monitor dispersion and breadth |
P1404 | Hands-off | IRA | USD | 2025-08-25 | 838,410 | 50,397 | 788,013 | 1 | 68.5 | 21.9 | 1.4 | 8.2 | AAPL:33.3%;IEF:33.3%;BRK.B:33.3% | US:65.1;EU:9.3;APAC:10.8;EM:9.8;Other:5.0 | Value:+0.8;Growth:+0.9;Quality:-0.4;Size:+0.7;Momentum:+0.9;LowVol:-0.8 | null | 8 | 25 | 4.3 | trailing 8% | 150 | 12.1 | Volatile | 20.8 | 5.21 | 2.9 | 151 | 29 | 77 | 63 | false | Rebalance | Shift +1% to bonds from equity | 17 | 3 | BrokerB | LMT | 97 | null | null | Normal monitoring | -40 | -33 | -1 | 3 | false | Tighten stops on momentum names |
P1405 | Hands-off | IRA | USD | 2024-08-28 | 302,589 | 27,856 | 274,733 | 1 | 69 | 17.6 | 5.6 | 7.8 | VTI:20.3%;AAPL:23.1%;XLF:16.8%;BRK.B:23.1%;VOO:16.6% | US:70.2;EU:7.3;APAC:12.4;EM:8.3;Other:1.8 | Value:-0.3;Growth:-0.6;Quality:+0.2;Size:-0.0;Momentum:-1.0;LowVol:-0.0 | ESGOnly | 5 | 25 | 4.2 | trailing 10% | 166 | 14.9 | Volatile | 26 | 4.51 | 2.1 | 154 | -55 | 15 | 66 | false | Buy | Add to core equity +1% | 10 | 7 | BrokerB | LMT | 100 | null | null | Normal monitoring | 12 | -13 | 139 | 4 | false | Tighten stops on momentum names |
P1406 | Active | IRA | USD | 2025-07-12 | 546,560 | 33,693 | 512,867 | 1 | 65.5 | 29.3 | 0 | 5.2 | BRK.B:14.2%;AAPL:22.9%;IEF:17.0%;QQQ:22.9%;VOO:22.9% | US:70.7;EU:7.6;APAC:8.9;EM:8.6;Other:4.2 | Value:0.0;Growth:+0.8;Quality:+0.2;Size:-0.1;Momentum:-0.9;LowVol:-0.4 | NoDerivatives | 10 | 25 | 5.4 | trailing 9% | 170 | 23.3 | Sideways | 18.5 | 4.47 | 2.6 | 103 | 3 | 59 | 63 | false | Buy | Add to core equity +1% | -8 | 7 | BrokerC | LMT | 100 | null | null | Normal monitoring | 100 | -40 | 189 | 4 | false | Increase defensive factor exposure |
P1407 | Active | Roth | USD | 2025-05-02 | 977,048 | 61,314 | 915,734 | 1 | 66.1 | 24.5 | 2.8 | 6.6 | TLT:22.7%;BND:22.7%;VOO:22.7%;VTI:19.7%;GLD:12.3% | US:69.2;EU:8.7;APAC:10.0;EM:11.0;Other:1.1 | Value:-0.0;Growth:-0.1;Quality:-0.6;Size:-0.5;Momentum:+0.8;LowVol:+0.3 | MaxPos5% | 10 | 30 | 5.3 | trailing 8% | 147 | 23.6 | Volatile | 28.8 | 4.26 | 4.2 | 157 | 56 | 72 | 69 | false | Rebalance | Shift +1% to bonds from equity | 13 | -12 | BrokerB | MKT | 86 | null | null | Normal monitoring | -53 | 8 | -35 | 5 | false | Tighten stops on momentum names |
P1408 | Opportunistic | IRA | USD | 2025-08-02 | 899,272 | 52,273 | 846,999 | 1 | 63 | 21.4 | 10.8 | 4.8 | TLT:22.5%;VTI:14.2%;HYG:22.5%;TSLA:22.5%;AMZN:18.2% | US:68.5;EU:11.1;APAC:11.4;EM:7.5;Other:1.5 | Value:+0.5;Growth:-0.5;Quality:-1.0;Size:-0.0;Momentum:-0.5;LowVol:0.0 | null | 10 | 25 | 6.6 | trailing 7% | 232 | 33.2 | Bull | 17.8 | 3.93 | 2.7 | 81 | 59 | 94 | 44 | true | Hedge | Buy index puts 1% notional | 21 | 13 | BrokerA | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | -48 | -10 | -19 | 4 | false | Tighten stops on momentum names |
P1409 | Hands-off | Taxable | USD | 2025-02-04 | 773,242 | 31,141 | 742,101 | 1 | 66.3 | 25.5 | 0.6 | 7.6 | AAPL:12.7%;HYG:19.9%;IEF:21.4%;MSFT:16.9%;VOO:21.4%;BRK.B:7.6% | US:68.3;EU:6.8;APAC:11.5;EM:10.5;Other:2.9 | Value:-0.9;Growth:-0.1;Quality:-0.8;Size:+0.2;Momentum:-0.1;LowVol:-0.9 | NoDerivatives | 10 | 30 | 6 | trailing 8% | 123 | 14.9 | Sideways | 18 | 4.41 | 3.4 | 122 | 32 | 76 | 63 | false | Sell | Trim extended winner -1% | 0 | -2 | BrokerC | LMT | 86 | null | null | Normal monitoring | 44 | -8 | 172 | 4 | false | Within IPS guidelines |
P1410 | Systematic | Roth | USD | 2025-03-26 | 1,215,480 | 109,121 | 1,106,359 | 1 | 62.6 | 29.5 | 0 | 7.9 | GLD:23.4%;VNQ:15.0%;MUB:23.4%;IEF:17.1%;HYG:12.1%;MSFT:8.9% | US:66.8;EU:16.9;APAC:8.4;EM:4.9;Other:3.0 | Value:+0.5;Growth:+0.3;Quality:+0.9;Size:-0.9;Momentum:+0.1;LowVol:+0.2 | NoDerivatives | 10 | 25 | 5.4 | trailing 9% | 170 | 22.4 | Volatile | 22.2 | 5.09 | 2.2 | 146 | 35 | 53 | 54 | false | NoAction | Within bands; monitor | -13 | -5 | BrokerD | LMT | 98 | null | null | Normal monitoring | 24 | -56 | 3 | 3 | false | Monitor dispersion and breadth |
P1411 | Hands-off | Trust | USD | 2025-05-30 | 654,322 | 38,518 | 615,804 | 1 | 57.5 | 25.3 | 9.8 | 7.4 | VTI:17.0%;TLT:19.1%;GLD:20.5%;BRK.B:16.9%;XLF:13.6%;MSFT:12.8% | US:73.7;EU:8.5;APAC:6.2;EM:8.9;Other:2.8 | Value:+0.3;Growth:-0.2;Quality:+0.1;Size:+0.7;Momentum:+0.4;LowVol:+1.0 | ESGOnly | 6 | 25 | 3.5 | trailing 8% | 166 | 17.6 | Bull | 17.1 | 4.42 | 2.4 | 116 | 7 | 40 | 47 | false | NoAction | Within bands; monitor | -11 | -13 | BrokerC | LMT | 99 | null | null | Normal monitoring | 17 | 16 | 95 | 5 | false | Tax-aware sells next window |
P1412 | Cautious | Roth | USD | 2025-06-02 | 469,447 | 42,310 | 427,137 | 1 | 36.8 | 40.8 | 10.1 | 12.2 | XLF:15.0%;MUB:23.6%;VOO:11.6%;BRK.B:23.6%;TSLA:16.3%;VTI:10.0% | US:71.1;EU:13.2;APAC:11.1;EM:3.4;Other:1.2 | Value:+0.8;Growth:-0.2;Quality:+0.5;Size:+0.5;Momentum:+0.1;LowVol:-0.0 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 3.8 | trailing 8% | 158 | 12.5 | Bull | 12.3 | 3.7 | 2.5 | 87 | 25 | 68 | 35 | false | Hedge | Add TLT +1% as duration hedge | 34 | -22 | BrokerD | MKT | 93 | null | null | Normal monitoring | 50 | 6 | 97 | 4 | false | Monitor dispersion and breadth |
P1413 | Opportunistic | Trust | USD | 2025-12-08 | 1,299,865 | 68,567 | 1,231,298 | 1.24 | 70.5 | 10.1 | 11.9 | 7.5 | VTI:27.9%;VOO:16.3%;XLF:27.9%;MUB:27.9% | US:66.7;EU:13.4;APAC:10.6;EM:9.0;Other:0.3 | Value:+0.1;Growth:-0.4;Quality:+0.1;Size:+0.4;Momentum:+0.8;LowVol:+0.4 | NoDerivatives | 7 | 25 | 4.9 | trailing 7% | 270 | 20.9 | Bull | 12.6 | 4.43 | 3.4 | 120 | 101 | 95 | 43 | false | Rebalance | Shift +1% to bonds from equity | 7 | -7 | BrokerD | LMT | 91 | null | null | Normal monitoring | -49 | -42 | -89 | 5 | false | Within IPS guidelines |
P1414 | Active | 401k | USD | 2025-07-05 | 828,998 | 71,029 | 757,969 | 1 | 68.7 | 18.1 | 7.4 | 5.7 | MSFT:33.3%;XLF:33.3%;VNQ:33.3% | US:63.9;EU:14.2;APAC:6.1;EM:13.5;Other:2.2 | Value:-0.9;Growth:-0.1;Quality:0.0;Size:-0.4;Momentum:+0.4;LowVol:+1.0 | null | 10 | 25 | 5.9 | trailing 8% | 154 | 24.3 | Sideways | 14.7 | 4.58 | 3.2 | 137 | -6 | 52 | 47 | false | NoAction | Within bands; monitor | -14 | -2 | BrokerD | MKT | 0 | null | null | Normal monitoring | -36 | 16 | 58 | 4 | false | Increase defensive factor exposure |
P1415 | Cautious | Trust | USD | 2025-07-17 | 622,559 | 71,099 | 551,460 | 1 | 41.3 | 34.5 | 7.1 | 17.2 | TLT:30.4%;VNQ:21.2%;IEF:17.9%;HYG:30.4% | US:63.6;EU:16.4;APAC:10.2;EM:7.9;Other:1.8 | Value:-0.3;Growth:-0.8;Quality:-0.1;Size:+0.5;Momentum:-0.4;LowVol:+0.8 | NoDerivatives;NoMargin | 5 | 25 | 3.7 | trailing 10% | 96 | 16.5 | Volatile | 29.5 | 4.54 | 3.7 | 120 | 75 | 80 | 59 | false | Sell | Trim extended winner -1% | 29 | 3 | BrokerC | MKT | 95 | null | null | Normal monitoring | 38 | -36 | 144 | 3 | false | Monitor dispersion and breadth |
P1416 | Hands-off | Trust | USD | 2025-07-17 | 729,501 | 54,825 | 674,676 | 1 | 65.3 | 22.9 | 2.7 | 9.2 | VNQ:11.1%;MUB:14.5%;VOO:17.2%;AAPL:22.0%;TLT:13.1%;QQQ:22.0% | US:65.5;EU:13.6;APAC:11.9;EM:7.5;Other:1.5 | Value:-0.6;Growth:-0.5;Quality:-0.8;Size:-0.7;Momentum:-0.7;LowVol:-0.1 | ESGOnly | 5 | 30 | 5.4 | trailing 8% | 168 | 16.1 | Sideways | 17.8 | 4.72 | 3.3 | 125 | -10 | 48 | 50 | false | Hedge | Add TLT +1% as duration hedge | 12 | -29 | BrokerB | MKT | 91 | null | null | Normal monitoring | -22 | -52 | 44 | 3 | false | Within IPS guidelines |
P1417 | Cautious | Roth | USD | 2025-09-25 | 252,814 | 21,986 | 230,828 | 1 | 50.3 | 33.3 | 0 | 16.3 | XLF:25.2%;VOO:24.3%;MSFT:25.2%;QQQ:25.2% | US:60.8;EU:17.3;APAC:11.5;EM:10.2;Other:0.2 | Value:-0.1;Growth:-0.1;Quality:-0.7;Size:+0.8;Momentum:-0.1;LowVol:-0.5 | MaxPos8%;NoMargin | 10 | 30 | 5.5 | trailing 10% | 136 | 15.3 | Bull | 18 | 4.85 | 2.5 | 77 | 100 | 87 | 48 | false | Rebalance | Shift +1% to bonds from equity | 8 | -7 | BrokerD | VWAP | 88 | null | null | Normal monitoring | 106 | -27 | 186 | 3 | false | Increase defensive factor exposure |
P1418 | Cautious | IRA | USD | 2025-06-28 | 561,943 | 54,068 | 507,875 | 1 | 45.2 | 42.6 | 1.2 | 11 | TSLA:33.3%;IEF:33.3%;QQQ:33.3% | US:66.2;EU:9.3;APAC:12.7;EM:7.8;Other:3.9 | Value:+0.7;Growth:+0.1;Quality:-0.8;Size:+0.6;Momentum:+0.7;LowVol:+0.5 | ESGOnly;NoMargin | 7 | 35 | 3.3 | trailing 8% | 146 | 13.7 | Sideways | 21.7 | 3.67 | 2.1 | 113 | 10 | 57 | 46 | false | Buy | Add to core equity +1% | 26 | -22 | BrokerD | MKT | 98 | null | null | Normal monitoring | -19 | -18 | 45 | 5 | false | Tighten stops on momentum names |
P1419 | Active | Trust | USD | 2025-02-13 | 705,522 | 50,165 | 655,357 | 1 | 60 | 22.4 | 9.6 | 8 | MUB:20.7%;VOO:22.3%;TLT:28.5%;BND:28.5% | US:61.5;EU:15.2;APAC:14.5;EM:8.1;Other:0.8 | Value:-0.4;Growth:+0.9;Quality:-0.2;Size:-0.7;Momentum:-0.4;LowVol:0.0 | NoDerivatives | 7 | 30 | 4.2 | hard 12% | 153 | 19.2 | Bear | 22.2 | 3.36 | 2 | 195 | -109 | 5 | 60 | true | Hedge | Buy index puts 1% notional | 30 | 7 | BrokerC | VWAP | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 102 | 0 | 157 | 4 | false | Tighten stops on momentum names |
P1420 | Systematic | Taxable | USD | 2025-08-03 | 1,061,358 | 69,798 | 991,560 | 1 | 63.3 | 20.1 | 11.4 | 5.2 | IEF:8.0%;BRK.B:21.3%;MSFT:21.3%;AAPL:6.9%;HYG:21.1%;MUB:21.3% | US:69.7;EU:16.3;APAC:7.1;EM:4.2;Other:2.7 | Value:-0.5;Growth:-0.8;Quality:-0.6;Size:+0.4;Momentum:+0.5;LowVol:-0.7 | null | 8 | 30 | 4.8 | trailing 8% | 174 | 16.7 | Volatile | 29.4 | 3.84 | 3.4 | 153 | 73 | 83 | 81 | true | Hedge | Buy index puts 1% notional | 1 | -14 | BrokerD | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 113 | 12 | 169 | 4 | false | Tax-aware sells next window |
P1421 | Cautious | Taxable | USD | 2025-05-16 | 360,783 | 45,594 | 315,189 | 1 | 36 | 36 | 10.8 | 17.2 | GLD:25.8%;VNQ:25.8%;TLT:22.5%;AMZN:25.8% | US:61.3;EU:16.9;APAC:11.8;EM:6.4;Other:3.6 | Value:+0.7;Growth:-0.7;Quality:-0.4;Size:-0.3;Momentum:-0.4;LowVol:-0.1 | NoDerivatives;NoMargin | 5 | 30 | 4 | trailing 8% | 90 | 17.6 | Bear | 32.9 | 4.4 | 1.9 | 160 | -60 | 13 | 58 | false | Buy | Add to core equity +1% | 32 | -10 | BrokerA | MKT | 98 | null | null | Normal monitoring | -6 | 3 | 54 | 3 | false | Monitor dispersion and breadth |
P1422 | Hands-off | 401k | USD | 2025-07-21 | 294,686 | 13,013 | 281,673 | 1 | 72.3 | 20.3 | 0 | 7.4 | MSFT:14.9%;QQQ:21.5%;HYG:18.8%;BRK.B:22.4%;VTI:22.4% | US:66.1;EU:13.8;APAC:13.5;EM:4.8;Other:1.8 | Value:+0.5;Growth:+0.9;Quality:+0.4;Size:-0.1;Momentum:-0.4;LowVol:-0.3 | ESGOnly;MaxPos7%;NoDerivatives | 5 | 30 | 5.6 | hard 10% | 164 | 15.5 | Bull | 11.5 | 4.26 | 2.9 | 74 | 11 | 46 | 49 | false | Buy | Add to core equity +1% | 32 | -12 | BrokerB | MKT | 91 | null | null | Normal monitoring | 81 | -6 | 69 | 5 | false | Tax-aware sells next window |
P1423 | Hands-off | Roth | USD | 2025-04-15 | 639,973 | 27,084 | 612,889 | 1 | 68.8 | 15.2 | 8.1 | 8 | VTI:19.5%;TSLA:26.8%;MSFT:26.8%;QQQ:26.8% | US:65.2;EU:7.6;APAC:14.1;EM:9.1;Other:4.1 | Value:+0.5;Growth:-0.9;Quality:-0.6;Size:+0.4;Momentum:+0.2;LowVol:+0.2 | ESGOnly | 8 | 30 | 3.8 | trailing 8% | 106 | 15.2 | Bear | 22 | 4.27 | 1.8 | 139 | -15 | 39 | 62 | false | Buy | Add to core equity +1% | 26 | -1 | BrokerC | MKT | 89 | null | null | Normal monitoring | 115 | -17 | 241 | 5 | false | Tighten stops on momentum names |
P1424 | Active | Roth | USD | 2025-04-10 | 1,213,124 | 82,433 | 1,130,691 | 1 | 58.2 | 19.8 | 12.8 | 9.2 | TSLA:16.5%;MUB:11.1%;BND:17.5%;BRK.B:20.3%;VTI:14.8%;XLF:19.8% | US:61.4;EU:16.7;APAC:9.2;EM:9.5;Other:3.2 | Value:+0.1;Growth:+0.6;Quality:+0.6;Size:+0.7;Momentum:+0.8;LowVol:-0.5 | null | 5 | 35 | 4 | trailing 8% | 216 | 20.4 | Bull | 14.9 | 5 | 3.4 | 87 | 81 | 84 | 34 | false | Rebalance | Shift +1% to bonds from equity | 24 | -28 | BrokerC | MKT | 89 | null | null | Normal monitoring | 34 | -55 | 169 | 3 | false | Monitor dispersion and breadth |
P1425 | Active | Taxable | USD | 2025-04-14 | 1,059,115 | 86,733 | 972,382 | 1 | 56.5 | 27 | 7.1 | 9.4 | QQQ:20.6%;MUB:18.6%;IEF:19.5%;XLF:20.6%;VOO:20.6% | US:56.4;EU:19.7;APAC:14.3;EM:4.4;Other:5.3 | Value:+1.0;Growth:-0.8;Quality:-1.0;Size:+0.8;Momentum:+0.8;LowVol:-0.6 | MaxPos5% | 8 | 35 | 4.9 | trailing 8% | 216 | 27 | Volatile | 28.4 | 3.53 | 2.7 | 141 | -33 | 19 | 72 | true | Hedge | Buy index puts 1% notional | 6 | 11 | BrokerB | MKT | 99 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -28 | -54 | 69 | 4 | false | Tighten stops on momentum names |
P1426 | Systematic | Trust | USD | 2024-07-29 | 1,874,026 | 116,475 | 1,757,551 | 1 | 62.2 | 21.7 | 6.4 | 9.6 | BRK.B:17.6%;IEF:22.1%;AMZN:22.1%;HYG:22.1%;BND:16.1% | US:63.7;EU:14.7;APAC:8.5;EM:9.0;Other:4.1 | Value:-0.1;Growth:+0.6;Quality:-0.8;Size:+0.3;Momentum:0.0;LowVol:-0.7 | null | 7 | 25 | 5.9 | trailing 9% | 127 | 16.3 | Sideways | 16.4 | 4.46 | 2.1 | 134 | 22 | 74 | 45 | false | NoAction | Within bands; monitor | 24 | 15 | BrokerA | MKT | 0 | null | null | Normal monitoring | 99 | -20 | 221 | 5 | false | Monitor dispersion and breadth |
P1427 | Active | 401k | USD | 2025-06-12 | 2,316,439 | 227,261 | 2,089,178 | 1 | 62.6 | 18.8 | 12.4 | 6.2 | MUB:24.2%;IEF:16.7%;TLT:19.3%;VTI:24.2%;BRK.B:15.6% | US:63.3;EU:6.6;APAC:15.0;EM:11.1;Other:4.0 | Value:-0.3;Growth:-0.4;Quality:-0.4;Size:+0.3;Momentum:-0.2;LowVol:-0.2 | NoDerivatives | 7 | 25 | 4 | trailing 8% | 202 | 19.3 | Sideways | 18.9 | 4.22 | 2.9 | 90 | -16 | 37 | 49 | false | Buy | Add to core equity +1% | 31 | 10 | BrokerD | MKT | 97 | null | null | Normal monitoring | 79 | 11 | 86 | 3 | false | Within IPS guidelines |
P1428 | Hands-off | 401k | USD | 2024-11-05 | 570,542 | 45,559 | 524,983 | 1 | 74.8 | 16.6 | 2.2 | 6.3 | VOO:26.7%;XLF:19.9%;TLT:26.7%;BRK.B:26.7% | US:70.8;EU:9.3;APAC:8.4;EM:9.6;Other:1.9 | Value:+0.7;Growth:-0.7;Quality:-0.3;Size:-0.4;Momentum:-0.1;LowVol:+0.8 | ESGOnly;MaxPos6% | 5 | 25 | 4.6 | trailing 8% | 95 | 14.3 | Bull | 13.9 | 4.68 | 3.5 | 99 | 58 | 82 | 47 | false | Sell | Trim extended winner -1% | -10 | -33 | BrokerA | LMT | 98 | null | null | Normal monitoring | 117 | -37 | 140 | 3 | false | Tax-aware sells next window |
P1429 | Hands-off | Roth | USD | 2024-11-25 | 584,362 | 44,970 | 539,392 | 1 | 63.7 | 27.5 | 0 | 8.8 | VOO:33.3%;TLT:33.3%;VTI:33.3% | US:62.8;EU:18.6;APAC:5.5;EM:9.4;Other:3.8 | Value:+0.5;Growth:+1.0;Quality:-0.0;Size:+0.2;Momentum:+0.7;LowVol:-0.1 | MaxPos7% | 7 | 25 | 3.5 | trailing 8% | 156 | 15.3 | Bear | 33.8 | 4.32 | 1.5 | 187 | -92 | 12 | 91 | true | Rebalance | Rebalance back to target bands | 20 | -7 | BrokerD | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 81 | -22 | 67 | 4 | false | Tighten stops on momentum names |
P1430 | Active | IRA | USD | 2025-01-10 | 628,634 | 65,260 | 563,374 | 1 | 54.7 | 23.9 | 16.4 | 5 | BND:17.7%;VNQ:20.9%;BRK.B:9.5%;XLF:20.9%;TSLA:11.9%;IEF:19.0% | US:64.2;EU:19.4;APAC:9.5;EM:6.0;Other:0.9 | Value:-0.6;Growth:-0.8;Quality:+1.0;Size:-0.5;Momentum:0.0;LowVol:-0.6 | NoDerivatives | 5 | 30 | 5.9 | hard 12% | 200 | 20.1 | Bull | 13.3 | 4.18 | 3.1 | 105 | 89 | 90 | 32 | false | Rebalance | Shift +1% to bonds from equity | 35 | -4 | BrokerD | MKT | 85 | null | null | Normal monitoring | 60 | 1 | 38 | 3 | false | Tighten stops on momentum names |
P1431 | Opportunistic | IRA | USD | 2025-04-09 | 1,284,112 | 112,164 | 1,171,948 | 1 | 68 | 21.4 | 4.1 | 6.5 | BRK.B:26.7%;QQQ:26.7%;IEF:26.7%;VNQ:19.9% | US:71.3;EU:6.5;APAC:8.4;EM:12.4;Other:1.5 | Value:-0.9;Growth:-0.3;Quality:-0.7;Size:-0.9;Momentum:-0.2;LowVol:0.0 | MaxPos6%;NoDerivatives | 5 | 30 | 6.7 | hard 12% | 266 | 20.7 | Sideways | 15.9 | 4.27 | 2.7 | 110 | 27 | 75 | 54 | false | Sell | Trim extended winner -1% | -10 | -6 | BrokerA | LMT | 87 | null | null | Normal monitoring | 41 | -7 | 60 | 5 | false | Monitor dispersion and breadth |
P1432 | Active | Roth | USD | 2025-11-28 | 1,531,052 | 140,445 | 1,390,607 | 1 | 57.2 | 31.2 | 6.1 | 5.5 | VOO:17.1%;HYG:18.0%;TLT:23.8%;BRK.B:17.2%;BND:23.8% | US:64.4;EU:17.3;APAC:12.4;EM:5.2;Other:0.7 | Value:+1.0;Growth:+0.3;Quality:-0.4;Size:-0.8;Momentum:-0.2;LowVol:+0.3 | null | 7 | 30 | 5.7 | trailing 8% | 186 | 21 | Sideways | 18.3 | 4.32 | 2.7 | 92 | -24 | 24 | 46 | false | Sell | Trim extended winner -1% | 8 | -10 | BrokerA | LMT | 86 | null | null | Normal monitoring | 105 | -50 | 93 | 3 | false | Within IPS guidelines |
P1433 | Hands-off | Roth | USD | 2025-11-09 | 562,459 | 25,683 | 536,776 | 1 | 70.5 | 24.4 | 0 | 5.1 | GLD:33.3%;BND:33.3%;AAPL:33.3% | US:60.4;EU:17.7;APAC:13.4;EM:3.7;Other:4.9 | Value:-0.9;Growth:-0.1;Quality:+0.6;Size:-0.9;Momentum:+0.8;LowVol:-0.9 | ESGOnly | 5 | 30 | 5.6 | trailing 10% | 150 | 19.5 | Bull | 15 | 3.98 | 2.3 | 117 | 50 | 81 | 61 | false | Sell | Trim extended winner -1% | -1 | 13 | BrokerB | MKT | 94 | null | null | Normal monitoring | 109 | -41 | 87 | 4 | false | Tax-aware sells next window |
P1434 | Opportunistic | Taxable | USD | 2024-07-23 | 470,505 | 19,581 | 450,924 | 1 | 63 | 16.8 | 13.9 | 6.2 | BRK.B:36.4%;AMZN:27.2%;VNQ:36.4% | US:63.8;EU:10.7;APAC:10.2;EM:11.0;Other:4.3 | Value:-0.3;Growth:+0.4;Quality:+0.6;Size:-0.4;Momentum:+1.0;LowVol:+0.4 | MaxPos7%;NoDerivatives | 7 | 25 | 6.8 | trailing 7% | 187 | 20.9 | Volatile | 22.8 | 4.96 | 2.5 | 152 | 36 | 54 | 62 | true | Hedge | Buy index puts 1% notional | -9 | -40 | BrokerA | MKT | 94 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 28 | 7 | 10 | 5 | false | Monitor dispersion and breadth |
P1435 | Opportunistic | IRA | USD | 2024-10-21 | 515,763 | 26,556 | 489,207 | 1 | 67.2 | 20.2 | 3.6 | 9 | BND:33.3%;MUB:33.3%;TSLA:33.3% | US:66.6;EU:10.0;APAC:16.2;EM:5.5;Other:1.7 | Value:+1.0;Growth:+0.9;Quality:-0.6;Size:+0.2;Momentum:-0.3;LowVol:-0.2 | MaxPos8% | 5 | 25 | 6.9 | trailing 7% | 256 | 31 | Bull | 16.5 | 3.57 | 2.1 | 73 | 90 | 85 | 59 | false | Buy | Add to core equity +1% | 1 | 8 | BrokerA | MKT | 99 | null | null | Normal monitoring | 97 | -30 | 120 | 3 | false | Within IPS guidelines |
P1436 | Active | Taxable | USD | 2025-10-07 | 2,002,208 | 214,641 | 1,787,567 | 1.07 | 61.8 | 19.5 | 11.2 | 7.5 | VNQ:24.8%;HYG:20.2%;GLD:27.5%;AMZN:27.5% | US:68.6;EU:16.6;APAC:8.3;EM:3.8;Other:2.7 | Value:+0.5;Growth:-0.1;Quality:-0.8;Size:-0.2;Momentum:+0.4;LowVol:-0.8 | MaxPos7% | 10 | 30 | 4.8 | trailing 8% | 195 | 19.1 | Bull | 16.7 | 4.28 | 3.2 | 84 | 54 | 90 | 57 | false | Hedge | Add TLT +1% as duration hedge | 10 | -5 | BrokerA | MKT | 92 | null | null | Normal monitoring | 29 | -14 | -10 | 5 | false | Within IPS guidelines |
P1437 | Cautious | 401k | USD | 2025-04-25 | 374,466 | 32,964 | 341,502 | 1 | 41.5 | 34.8 | 9.4 | 14.3 | BND:27.6%;XLF:27.6%;AMZN:17.2%;VTI:27.6% | US:61.2;EU:15.7;APAC:10.6;EM:8.5;Other:4.0 | Value:-0.8;Growth:+0.7;Quality:+0.3;Size:+0.1;Momentum:-0.1;LowVol:-1.0 | NoDerivatives;NoMargin | 10 | 35 | 3.2 | hard 10% | 167 | 16.6 | Volatile | 26.8 | 4.44 | 2.6 | 136 | 59 | 82 | 56 | false | Buy | Add to core equity +1% | -3 | -25 | BrokerB | MKT | 88 | null | null | Normal monitoring | 67 | 0 | 151 | 4 | false | Within IPS guidelines |
P1438 | Active | Trust | USD | 2024-10-20 | 1,693,060 | 198,521 | 1,494,539 | 1 | 64.8 | 26.5 | 0 | 8.8 | TSLA:21.5%;BND:12.8%;HYG:15.8%;AMZN:21.2%;XLF:20.5%;VOO:8.2% | US:80.6;EU:6.7;APAC:6.9;EM:4.2;Other:1.7 | Value:-0.4;Growth:+0.7;Quality:+0.9;Size:-0.8;Momentum:+0.9;LowVol:-0.6 | null | 5 | 35 | 4 | hard 12% | 146 | 21.5 | Bull | 17 | 3.69 | 3.4 | 87 | 10 | 60 | 48 | false | Rebalance | Shift +1% to bonds from equity | -11 | -26 | BrokerB | VWAP | 100 | null | null | Normal monitoring | 50 | 10 | 129 | 4 | false | Tighten stops on momentum names |
P1439 | Cautious | IRA | USD | 2025-11-29 | 776,329 | 92,501 | 683,828 | 1 | 53.6 | 32.2 | 0 | 14.2 | IEF:20.2%;TLT:10.2%;XLF:19.1%;MUB:13.3%;AAPL:19.4%;BRK.B:17.7% | US:65.2;EU:18.6;APAC:8.8;EM:4.2;Other:3.2 | Value:-0.1;Growth:+0.7;Quality:+0.1;Size:-0.4;Momentum:-0.1;LowVol:+0.2 | NoDerivatives;NoMargin | 10 | 35 | 5.5 | trailing 10% | 118 | 12.1 | Bull | 18 | 4.8 | 2.4 | 118 | 83 | 88 | 38 | false | Sell | Trim extended winner -1% | 31 | -2 | BrokerA | LMT | 100 | null | null | Normal monitoring | -19 | -13 | 54 | 4 | false | Tax-aware sells next window |
P1440 | Cautious | 401k | USD | 2025-02-03 | 340,721 | 53,743 | 286,978 | 1 | 36.8 | 43.8 | 1.5 | 17.8 | GLD:33.3%;MSFT:33.3%;VNQ:33.3% | US:60.9;EU:18.8;APAC:12.5;EM:5.6;Other:2.1 | Value:+0.3;Growth:+0.3;Quality:+0.5;Size:+0.9;Momentum:-0.9;LowVol:0.0 | NoMargin | 8 | 30 | 4.3 | trailing 8% | 92 | 14.7 | Bull | 13 | 4.06 | 2.6 | 86 | 82 | 78 | 28 | false | Rebalance | Shift +1% to bonds from equity | 16 | 0 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 54 | -44 | 123 | 3 | false | Within IPS guidelines |
P1441 | Hands-off | 401k | USD | 2024-09-18 | 395,573 | 22,569 | 373,004 | 1 | 70.3 | 15.3 | 9.2 | 5.1 | MUB:23.8%;QQQ:25.4%;MSFT:25.4%;XLF:25.4% | US:68.8;EU:6.2;APAC:15.4;EM:6.7;Other:3.0 | Value:-0.0;Growth:+0.1;Quality:+0.8;Size:+0.1;Momentum:+0.3;LowVol:+0.5 | ESGOnly | 10 | 25 | 6 | trailing 10% | 161 | 15.1 | Bull | 12.3 | 4.76 | 2.5 | 73 | 66 | 98 | 40 | false | Buy | Add to core equity +1% | 35 | -39 | BrokerC | LMT | 89 | null | null | Normal monitoring | 53 | -33 | 185 | 5 | false | Increase defensive factor exposure |
P1442 | Hands-off | Roth | USD | 2024-11-04 | 225,518 | 16,505 | 209,013 | 1 | 68 | 22.9 | 0 | 9.1 | HYG:20.9%;VNQ:18.7%;AAPL:18.6%;GLD:20.9%;TLT:20.9% | US:76.5;EU:7.6;APAC:5.9;EM:9.7;Other:0.3 | Value:+0.4;Growth:+0.1;Quality:-0.7;Size:-0.7;Momentum:+0.9;LowVol:-1.0 | null | 10 | 25 | 4.5 | trailing 10% | 131 | 12.9 | Bull | 13.1 | 3.57 | 3 | 99 | 65 | 92 | 54 | true | Hedge | Buy index puts 1% notional | -2 | 2 | BrokerD | MKT | 86 | VAR>budget | Pause | Risk above budget threshold | 15 | -21 | 149 | 4 | false | Increase defensive factor exposure |
P1443 | Hands-off | IRA | USD | 2024-07-05 | 167,007 | 16,286 | 150,721 | 1 | 63.9 | 26.8 | 3.7 | 5.6 | VTI:26.2%;MUB:21.3%;QQQ:26.2%;VOO:26.2% | US:64.7;EU:10.2;APAC:14.7;EM:8.9;Other:1.6 | Value:-0.3;Growth:+0.6;Quality:0.0;Size:0.0;Momentum:+0.4;LowVol:0.0 | ESGOnly | 10 | 35 | 5.1 | trailing 10% | 151 | 19.8 | Sideways | 19.6 | 3.89 | 2 | 121 | -20 | 48 | 63 | false | Buy | Add to core equity +1% | 5 | -21 | BrokerB | MKT | 90 | null | null | Normal monitoring | 118 | -3 | 243 | 5 | false | Increase defensive factor exposure |
P1444 | Hands-off | IRA | USD | 2024-07-22 | 795,886 | 71,030 | 724,856 | 1 | 55.9 | 27.7 | 9.8 | 6.5 | IEF:33.3%;VOO:33.3%;VTI:33.3% | US:62.0;EU:13.2;APAC:11.4;EM:10.0;Other:3.5 | Value:+0.6;Growth:+0.8;Quality:-0.7;Size:+0.8;Momentum:+0.6;LowVol:+0.2 | MaxPos8% | 8 | 30 | 4.1 | hard 10% | 141 | 16.5 | Bear | 30.6 | 3.31 | 2.8 | 138 | -113 | 5 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | 4 | BrokerC | LMT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -15 | -16 | 87 | 4 | false | Increase defensive factor exposure |
P1445 | Cautious | Trust | USD | 2024-12-18 | 756,068 | 74,459 | 681,609 | 1 | 50.9 | 32.4 | 0 | 16.7 | MSFT:11.9%;IEF:21.1%;TSLA:21.1%;TLT:17.6%;BND:21.1%;MUB:7.2% | US:61.9;EU:16.3;APAC:13.6;EM:7.8;Other:0.4 | Value:-0.1;Growth:-0.4;Quality:+0.6;Size:-0.5;Momentum:+0.7;LowVol:+0.8 | ESGOnly;MaxPos5%;NoMargin | 8 | 25 | 3.8 | trailing 8% | 159 | 13.3 | Volatile | 31.5 | 3.85 | 4.1 | 177 | 65 | 95 | 73 | true | Hedge | Buy index puts 1% notional | 20 | -12 | BrokerD | MKT | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -43 | -41 | 15 | 5 | false | Increase defensive factor exposure |
P1446 | Cautious | 401k | USD | 2025-08-17 | 881,410 | 87,464 | 793,946 | 1 | 43.6 | 34.7 | 7.6 | 14.2 | TSLA:22.1%;QQQ:20.5%;AAPL:18.3%;GLD:22.1%;VNQ:17.0% | US:71.6;EU:7.6;APAC:11.0;EM:6.0;Other:3.8 | Value:-0.6;Growth:+0.1;Quality:+0.5;Size:+0.3;Momentum:+0.6;LowVol:+0.3 | MaxPos7%;NoDerivatives;NoMargin | 10 | 25 | 5.3 | trailing 10% | 158 | 13.5 | Bull | 15.9 | 4.75 | 3.2 | 70 | 45 | 80 | 31 | false | Sell | Trim extended winner -1% | -13 | -31 | BrokerD | LMT | 99 | null | null | Normal monitoring | 95 | -2 | 139 | 4 | false | Within IPS guidelines |
P1447 | Systematic | Taxable | USD | 2025-06-09 | 1,308,684 | 57,041 | 1,251,643 | 1 | 56.8 | 21.2 | 14 | 8 | HYG:21.8%;VOO:20.1%;BND:18.1%;MSFT:21.8%;IEF:18.3% | US:77.4;EU:8.9;APAC:7.5;EM:4.7;Other:1.5 | Value:+0.3;Growth:-0.3;Quality:-0.6;Size:-0.7;Momentum:-0.8;LowVol:-0.2 | null | 8 | 35 | 5.2 | trailing 8% | 189 | 18.2 | Sideways | 15.4 | 3.71 | 2.9 | 105 | 0 | 60 | 49 | false | Buy | Add to core equity +1% | -6 | 5 | BrokerC | MKT | 89 | null | null | Normal monitoring | 28 | -39 | 163 | 5 | false | Increase defensive factor exposure |
P1448 | Opportunistic | 401k | USD | 2024-10-04 | 1,009,266 | 86,176 | 923,090 | 1.19 | 74.4 | 18.7 | 1.5 | 5.4 | MUB:24.5%;IEF:21.8%;HYG:26.8%;MSFT:26.8% | US:64.5;EU:12.4;APAC:15.0;EM:4.3;Other:3.8 | Value:-0.5;Growth:-0.0;Quality:-0.3;Size:+0.8;Momentum:+0.7;LowVol:-0.0 | null | 5 | 25 | 4.2 | trailing 9% | 213 | 32.6 | Bear | 25.1 | 4.13 | 1.2 | 175 | -79 | 23 | 64 | false | Rebalance | Shift +1% to bonds from equity | 12 | -2 | BrokerC | MKT | 100 | null | null | Normal monitoring | 27 | -51 | 151 | 3 | false | Monitor dispersion and breadth |
P1449 | Opportunistic | Taxable | USD | 2025-06-02 | 847,361 | 46,797 | 800,564 | 1 | 75.9 | 16.2 | 2.7 | 5.2 | QQQ:17.0%;HYG:19.9%;AMZN:15.0%;IEF:19.8%;GLD:20.0%;TLT:8.3% | US:63.5;EU:14.2;APAC:12.1;EM:7.9;Other:2.3 | Value:+0.2;Growth:-0.2;Quality:+0.3;Size:+0.8;Momentum:+0.3;LowVol:+0.7 | MaxPos7% | 6 | 35 | 4.2 | trailing 7% | 240 | 21.3 | Bull | 13.9 | 4.59 | 2.1 | 94 | 76 | 93 | 58 | false | NoAction | Within bands; monitor | 33 | -16 | BrokerB | MKT | 0 | null | null | Normal monitoring | -30 | -25 | -29 | 5 | false | Monitor dispersion and breadth |
P1450 | Opportunistic | IRA | USD | 2024-12-11 | 643,890 | 40,340 | 603,550 | 1 | 61.5 | 19.3 | 13.9 | 5.4 | VTI:33.3%;GLD:33.3%;BND:33.3% | US:64.9;EU:7.5;APAC:13.7;EM:9.5;Other:4.4 | Value:-0.3;Growth:-0.0;Quality:-0.6;Size:+0.3;Momentum:+0.1;LowVol:-0.3 | null | 7 | 30 | 5.7 | hard 12% | 170 | 23.5 | Bear | 27.1 | 4.49 | 1.9 | 133 | -40 | 45 | 66 | false | Rebalance | Shift +1% to bonds from equity | -12 | -26 | BrokerC | MKT | 98 | null | null | Normal monitoring | 29 | -48 | 55 | 3 | false | Monitor dispersion and breadth |
P1451 | Active | Roth | USD | 2024-09-08 | 1,531,836 | 145,018 | 1,386,818 | 1 | 58.6 | 26 | 5.9 | 9.5 | VTI:12.3%;VOO:6.5%;QQQ:19.0%;AAPL:21.2%;BND:21.2%;XLF:19.8% | US:51.9;EU:18.0;APAC:14.7;EM:11.1;Other:4.4 | Value:-0.3;Growth:+1.0;Quality:+0.2;Size:+0.9;Momentum:-0.7;LowVol:-0.1 | MaxPos8%;NoDerivatives | 8 | 25 | 4.2 | trailing 8% | 144 | 20.4 | Bull | 17 | 4.59 | 2.2 | 90 | 0 | 57 | 55 | false | Sell | Trim extended winner -1% | 18 | -38 | BrokerB | MKT | 95 | null | null | Normal monitoring | 86 | -28 | 103 | 5 | false | Within IPS guidelines |
P1452 | Opportunistic | 401k | USD | 2025-11-02 | 1,534,273 | 126,847 | 1,407,426 | 1 | 61.7 | 13 | 20.4 | 4.9 | AMZN:32.0%;MSFT:34.0%;BND:34.0% | US:63.1;EU:12.8;APAC:11.8;EM:11.4;Other:0.9 | Value:+0.4;Growth:-0.2;Quality:-0.1;Size:+0.5;Momentum:+0.1;LowVol:+0.9 | null | 6 | 30 | 6.3 | hard 12% | 181 | 28.9 | Volatile | 24.4 | 5.44 | 2.4 | 177 | 4 | 62 | 61 | false | Buy | Add to core equity +1% | 14 | -31 | BrokerA | LMT | 90 | null | null | Normal monitoring | -25 | -21 | -14 | 4 | false | Within IPS guidelines |
P1453 | Systematic | Roth | USD | 2025-02-20 | 528,899 | 28,786 | 500,113 | 1 | 60.9 | 29.7 | 0 | 9.4 | BRK.B:27.6%;MUB:17.1%;XLF:27.6%;TSLA:27.6% | US:64.5;EU:15.2;APAC:11.8;EM:7.9;Other:0.6 | Value:+0.1;Growth:-0.0;Quality:+0.6;Size:-0.6;Momentum:-0.5;LowVol:-0.7 | null | 5 | 30 | 5.1 | hard 12% | 221 | 27.9 | Volatile | 27.7 | 4.45 | 3.1 | 173 | -55 | 37 | 66 | false | Sell | Trim extended winner -1% | 35 | -12 | BrokerA | LMT | 100 | null | null | Normal monitoring | 89 | -49 | 63 | 4 | false | Monitor dispersion and breadth |
P1454 | Hands-off | Roth | USD | 2024-11-16 | 362,801 | 29,420 | 333,381 | 1 | 66.6 | 26.8 | 0 | 6.6 | MUB:12.6%;XLF:23.9%;GLD:23.9%;VNQ:17.9%;IEF:21.7% | US:67.1;EU:14.1;APAC:8.8;EM:8.6;Other:1.4 | Value:+1.0;Growth:+0.4;Quality:+0.6;Size:-1.0;Momentum:-0.7;LowVol:-1.0 | MaxPos7% | 5 | 35 | 5.2 | hard 10% | 110 | 12.1 | Bear | 28.5 | 3.11 | 2.3 | 180 | -65 | 12 | 68 | false | Rebalance | Shift +1% to bonds from equity | 5 | 12 | BrokerB | MKT | 88 | null | null | Normal monitoring | -12 | 2 | -6 | 5 | false | Within IPS guidelines |
P1455 | Cautious | Trust | USD | 2025-11-25 | 193,765 | 22,333 | 171,432 | 1 | 39.4 | 42.9 | 1.6 | 16.1 | BND:20.6%;QQQ:14.6%;VNQ:15.5%;VOO:20.6%;MUB:18.2%;TLT:10.4% | US:73.2;EU:5.2;APAC:7.5;EM:10.6;Other:3.4 | Value:-0.8;Growth:-0.8;Quality:-0.4;Size:-1.0;Momentum:-0.3;LowVol:+0.2 | NoMargin | 5 | 30 | 4.2 | trailing 10% | 161 | 13.2 | Bear | 32.2 | 4.13 | 1.4 | 207 | -59 | 8 | 70 | false | Rebalance | Shift +1% to bonds from equity | -3 | -18 | BrokerA | VWAP | 91 | null | null | Normal monitoring | 99 | -50 | 188 | 3 | false | Monitor dispersion and breadth |
P1456 | Cautious | IRA | USD | 2025-11-03 | 386,304 | 37,638 | 348,666 | 1 | 48.5 | 40.8 | 0 | 10.6 | XLF:33.3%;GLD:33.3%;BRK.B:33.3% | US:70.7;EU:11.8;APAC:11.6;EM:5.0;Other:0.9 | Value:+0.5;Growth:-0.8;Quality:+0.8;Size:-0.5;Momentum:-0.2;LowVol:-0.4 | ESGOnly;NoMargin | 10 | 30 | 4.3 | trailing 8% | 156 | 18.1 | Bear | 24.5 | 4.06 | 2.9 | 164 | 37 | 63 | 61 | false | Buy | Add to core equity +1% | -12 | 2 | BrokerA | LMT | 100 | null | null | Normal monitoring | 32 | 15 | 41 | 4 | false | Within IPS guidelines |
P1457 | Cautious | IRA | USD | 2025-07-03 | 752,534 | 67,040 | 685,494 | 1 | 43.2 | 38.3 | 7.2 | 11.2 | GLD:33.3%;AAPL:33.3%;VNQ:33.3% | US:66.5;EU:17.3;APAC:7.1;EM:7.0;Other:2.1 | Value:-0.3;Growth:-0.6;Quality:+0.9;Size:-0.6;Momentum:-0.2;LowVol:+0.2 | ESGOnly;NoMargin | 7 | 30 | 3.2 | trailing 8% | 148 | 18.7 | Bear | 30.1 | 3.05 | 1.9 | 143 | -22 | 37 | 76 | true | Hedge | Buy index puts 1% notional | 10 | -14 | BrokerB | MKT | 88 | VAR>budget | Hedge | Risk above budget threshold | 120 | -14 | 112 | 3 | true | Tax-aware sells next window |
P1458 | Hands-off | Roth | USD | 2025-07-14 | 472,747 | 30,474 | 442,273 | 1 | 63.8 | 17.8 | 9 | 9.4 | VOO:33.7%;MSFT:33.7%;TLT:32.5% | US:60.1;EU:18.1;APAC:8.1;EM:8.2;Other:5.4 | Value:-0.3;Growth:+0.6;Quality:+0.7;Size:+0.6;Momentum:+0.3;LowVol:-0.3 | ESGOnly;NoDerivatives | 6 | 35 | 5.9 | trailing 8% | 157 | 16.6 | Bull | 11.4 | 3.57 | 2.1 | 119 | 115 | 100 | 43 | true | Hedge | Buy index puts 1% notional | 28 | -9 | BrokerD | LMT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -43 | 3 | -42 | 3 | false | Tax-aware sells next window |
P1459 | Active | Roth | USD | 2025-10-24 | 2,149,671 | 211,100 | 1,938,571 | 1 | 52.8 | 30.6 | 8.2 | 8.3 | BRK.B:33.3%;VNQ:33.3%;QQQ:33.3% | US:65.3;EU:16.7;APAC:10.0;EM:7.3;Other:0.7 | Value:-0.7;Growth:-0.1;Quality:-0.7;Size:+0.7;Momentum:-0.3;LowVol:+1.0 | MaxPos5%;NoDerivatives | 5 | 30 | 5.4 | trailing 8% | 140 | 25.9 | Bull | 16.5 | 4.7 | 2.1 | 84 | 115 | 100 | 52 | false | Rebalance | Shift +1% to bonds from equity | -12 | -4 | BrokerA | LMT | 94 | null | null | Normal monitoring | -41 | -35 | 60 | 3 | false | Tax-aware sells next window |
P1460 | Hands-off | Roth | USD | 2025-07-11 | 721,926 | 42,127 | 679,799 | 1 | 62.6 | 16.6 | 15.3 | 5.6 | BND:18.7%;VTI:13.4%;VOO:20.9%;AMZN:13.6%;GLD:12.2%;IEF:21.2% | US:56.5;EU:21.2;APAC:9.2;EM:13.1;Other:0.1 | Value:-0.2;Growth:-0.9;Quality:-0.6;Size:+0.3;Momentum:+0.4;LowVol:-0.5 | ESGOnly;NoDerivatives | 5 | 25 | 4.3 | trailing 8% | 164 | 13.8 | Bear | 22.1 | 3.91 | 1.3 | 178 | -8 | 50 | 70 | true | Hedge | Buy index puts 1% notional | 22 | 2 | BrokerB | MKT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 56 | -57 | 134 | 5 | false | Monitor dispersion and breadth |
P1461 | Hands-off | Trust | USD | 2024-08-17 | 818,821 | 66,972 | 751,849 | 1 | 67.7 | 27.5 | 0 | 4.8 | HYG:13.0%;MUB:20.0%;GLD:22.6%;TLT:22.6%;AMZN:21.9% | US:68.4;EU:9.2;APAC:9.7;EM:9.9;Other:2.8 | Value:-0.0;Growth:-0.6;Quality:+0.2;Size:+0.8;Momentum:-0.2;LowVol:+0.9 | MaxPos7%;NoDerivatives | 8 | 25 | 3.1 | hard 10% | 128 | 12.2 | Bear | 32.5 | 3.26 | 1.5 | 207 | -59 | 7 | 94 | true | Rebalance | Rebalance back to target bands | 33 | -21 | BrokerC | VWAP | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -40 | -43 | 92 | 3 | true | Tighten stops on momentum names |
P1462 | Hands-off | IRA | USD | 2025-02-20 | 361,977 | 25,759 | 336,218 | 1 | 69.2 | 21.2 | 0 | 9.6 | BRK.B:22.5%;GLD:11.5%;QQQ:22.5%;BND:22.5%;HYG:21.0% | US:72.1;EU:8.5;APAC:5.8;EM:8.4;Other:5.2 | Value:+0.3;Growth:+0.1;Quality:-0.7;Size:-0.7;Momentum:-0.4;LowVol:+0.4 | ESGOnly;NoDerivatives | 7 | 25 | 5 | trailing 10% | 92 | 19.2 | Volatile | 23.7 | 4.37 | 3.3 | 174 | 68 | 75 | 69 | false | Rebalance | Shift +1% to bonds from equity | 14 | -25 | BrokerB | MKT | 90 | null | null | Normal monitoring | 92 | -14 | 119 | 4 | false | Within IPS guidelines |
P1463 | Cautious | Trust | USD | 2024-12-04 | 160,768 | 17,292 | 143,476 | 1 | 47.6 | 41.2 | 0 | 11.2 | MUB:13.9%;VNQ:20.7%;XLF:21.8%;TLT:21.8%;HYG:21.8% | US:69.7;EU:10.3;APAC:7.3;EM:8.5;Other:4.2 | Value:+0.6;Growth:-0.7;Quality:+0.9;Size:-0.6;Momentum:-0.2;LowVol:-0.1 | ESGOnly;NoMargin | 8 | 30 | 3.6 | trailing 8% | 118 | 14.7 | Sideways | 17.1 | 3.52 | 2.4 | 111 | -16 | 34 | 32 | false | Buy | Add to core equity +1% | 26 | -7 | BrokerC | MKT | 100 | null | null | Normal monitoring | 18 | -5 | 125 | 3 | false | Monitor dispersion and breadth |
P1464 | Active | IRA | USD | 2025-12-21 | 2,228,586 | 205,079 | 2,023,507 | 1 | 51.9 | 28.8 | 10.3 | 9 | VTI:25.5%;TLT:21.1%;AMZN:30.9%;TSLA:22.5% | US:69.9;EU:18.3;APAC:6.8;EM:4.7;Other:0.2 | Value:+0.9;Growth:-0.0;Quality:+0.7;Size:+0.6;Momentum:-0.7;LowVol:-0.2 | MaxPos8%;NoDerivatives | 7 | 35 | 5.7 | hard 12% | 137 | 23.6 | Bull | 14 | 3.56 | 3.2 | 82 | 120 | 100 | 39 | false | Buy | Add to core equity +1% | 18 | -37 | BrokerC | LMT | 97 | null | null | Normal monitoring | 102 | -28 | 118 | 3 | false | Increase defensive factor exposure |
P1465 | Active | Roth | USD | 2025-04-23 | 2,487,074 | 249,696 | 2,237,378 | 1 | 58 | 19.2 | 15.5 | 7.4 | TLT:26.2%;VTI:21.5%;IEF:26.2%;MSFT:26.2% | US:64.6;EU:15.8;APAC:8.6;EM:10.5;Other:0.5 | Value:+0.6;Growth:-1.0;Quality:+0.5;Size:-0.5;Momentum:0.0;LowVol:+1.0 | MaxPos6% | 6 | 25 | 5.4 | trailing 8% | 200 | 21.3 | Volatile | 20.9 | 4.75 | 3.5 | 122 | 13 | 48 | 57 | false | Rebalance | Shift +1% to bonds from equity | 32 | -14 | BrokerC | VWAP | 85 | null | null | Normal monitoring | 96 | -29 | 76 | 5 | false | Increase defensive factor exposure |
P1466 | Cautious | IRA | USD | 2024-10-07 | 241,211 | 20,594 | 220,617 | 1 | 50.4 | 36 | 0 | 13.6 | VNQ:26.8%;MUB:23.1%;MSFT:23.4%;QQQ:26.8% | US:57.5;EU:13.4;APAC:15.0;EM:10.9;Other:3.2 | Value:-0.8;Growth:-1.0;Quality:-0.2;Size:+0.5;Momentum:0.0;LowVol:+0.2 | ESGOnly;MaxPos6%;NoMargin | 5 | 30 | 5.7 | trailing 8% | 93 | 14.8 | Volatile | 30.3 | 4.06 | 4.1 | 142 | 43 | 66 | 63 | false | Rebalance | Shift +1% to bonds from equity | 0 | -31 | BrokerC | MKT | 92 | null | null | Normal monitoring | 69 | -3 | 72 | 3 | false | Within IPS guidelines |
P1467 | Hands-off | Taxable | USD | 2025-09-23 | 879,379 | 78,452 | 800,927 | 1 | 63.2 | 23.3 | 6.4 | 7.1 | TSLA:33.3%;MUB:33.3%;VOO:33.3% | US:66.5;EU:18.1;APAC:7.7;EM:6.9;Other:0.9 | Value:-0.9;Growth:+0.8;Quality:-0.5;Size:-0.8;Momentum:+0.3;LowVol:+0.9 | ESGOnly;MaxPos7% | 10 | 35 | 4.7 | trailing 8% | 135 | 15.4 | Volatile | 23.3 | 3.7 | 2 | 143 | -32 | 26 | 70 | false | Rebalance | Shift +1% to bonds from equity | -5 | 2 | BrokerC | LMT | 92 | null | null | Normal monitoring | -8 | -19 | 76 | 4 | false | Tighten stops on momentum names |
P1468 | Systematic | Roth | USD | 2024-09-12 | 1,819,541 | 86,024 | 1,733,517 | 1 | 55.5 | 22.7 | 15.9 | 5.8 | IEF:33.3%;MUB:33.3%;HYG:33.3% | US:67.5;EU:7.8;APAC:17.2;EM:4.8;Other:2.7 | Value:+0.1;Growth:-0.3;Quality:-0.7;Size:+0.2;Momentum:-0.9;LowVol:-0.7 | null | 5 | 30 | 5.2 | trailing 8% | 124 | 24.6 | Volatile | 28.4 | 4.52 | 2.1 | 119 | -31 | 37 | 74 | true | Hedge | Buy index puts 1% notional | 2 | -6 | BrokerD | MKT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -31 | -42 | 85 | 3 | false | Tighten stops on momentum names |
P1469 | Active | Taxable | USD | 2024-10-17 | 2,057,216 | 231,190 | 1,826,026 | 1 | 65.4 | 21.2 | 7 | 6.4 | BRK.B:33.3%;QQQ:33.3%;MUB:33.3% | US:75.6;EU:7.8;APAC:6.0;EM:8.9;Other:1.7 | Value:-0.3;Growth:+1.0;Quality:-0.7;Size:+0.2;Momentum:+0.9;LowVol:+1.0 | null | 5 | 25 | 5 | trailing 9% | 190 | 20.9 | Bull | 11.2 | 4.03 | 3.3 | 104 | 78 | 78 | 31 | false | Buy | Add to core equity +1% | 20 | -14 | BrokerB | LMT | 89 | null | null | Normal monitoring | 110 | -13 | 175 | 4 | false | Monitor dispersion and breadth |
P1470 | Systematic | Trust | USD | 2025-06-12 | 1,789,860 | 150,212 | 1,639,648 | 1 | 68.6 | 21.7 | 0 | 9.7 | AAPL:21.6%;VNQ:11.9%;TSLA:22.0%;BND:22.2%;XLF:22.2% | US:57.1;EU:20.3;APAC:15.2;EM:4.7;Other:2.8 | Value:+0.5;Growth:-0.9;Quality:+0.5;Size:-0.0;Momentum:+0.2;LowVol:+0.5 | MaxPos6% | 8 | 30 | 5.6 | trailing 9% | 221 | 27.9 | Volatile | 26.4 | 3.55 | 3.1 | 167 | 11 | 66 | 67 | false | Sell | Trim extended winner -1% | -10 | -8 | BrokerD | MKT | 100 | null | null | Normal monitoring | -43 | -44 | -56 | 5 | false | Increase defensive factor exposure |
P1471 | Active | Taxable | USD | 2025-10-13 | 1,503,597 | 147,204 | 1,356,393 | 1.14 | 63.7 | 25.2 | 5 | 6 | BND:20.4%;BRK.B:27.3%;AAPL:27.3%;MUB:24.9% | US:69.2;EU:13.3;APAC:9.3;EM:5.4;Other:2.8 | Value:-0.5;Growth:-0.8;Quality:-0.1;Size:-0.6;Momentum:+0.3;LowVol:+0.7 | MaxPos5% | 10 | 35 | 4.4 | hard 12% | 152 | 17.7 | Volatile | 27.7 | 4.87 | 2.1 | 121 | 47 | 86 | 73 | true | Hedge | Buy index puts 1% notional | -13 | -31 | BrokerD | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | 40 | -10 | 62 | 3 | false | Monitor dispersion and breadth |
P1472 | Active | Taxable | USD | 2025-06-28 | 710,645 | 57,173 | 653,472 | 1 | 66.3 | 20.1 | 6.4 | 7.2 | XLF:33.3%;BND:33.3%;QQQ:33.3% | US:56.2;EU:17.4;APAC:13.9;EM:11.6;Other:0.8 | Value:-0.6;Growth:+0.4;Quality:+0.7;Size:+0.6;Momentum:+0.2;LowVol:+0.9 | NoDerivatives | 7 | 30 | 4.2 | trailing 9% | 159 | 17.1 | Bull | 13.8 | 4.25 | 2.8 | 118 | 94 | 100 | 38 | false | Buy | Add to core equity +1% | 26 | -6 | BrokerC | LMT | 96 | null | null | Normal monitoring | 56 | -41 | 182 | 5 | false | Increase defensive factor exposure |
P1473 | Active | Taxable | USD | 2025-06-13 | 1,647,631 | 104,564 | 1,543,067 | 1 | 69.1 | 19.1 | 6.8 | 5.1 | VOO:25.3%;QQQ:25.3%;AMZN:25.3%;TSLA:24.2% | US:53.4;EU:17.1;APAC:13.2;EM:11.4;Other:4.8 | Value:-0.5;Growth:+0.4;Quality:-0.5;Size:-0.0;Momentum:-0.5;LowVol:-0.2 | null | 6 | 30 | 5 | trailing 8% | 133 | 23.5 | Volatile | 23.1 | 3.66 | 2.6 | 157 | -40 | 39 | 57 | false | Sell | Trim extended winner -1% | -7 | -29 | BrokerD | LMT | 91 | null | null | Normal monitoring | -27 | 19 | 61 | 4 | false | Monitor dispersion and breadth |
P1474 | Opportunistic | Taxable | USD | 2025-05-17 | 1,660,626 | 70,984 | 1,589,642 | 1.06 | 75.2 | 14.5 | 1.6 | 8.8 | VTI:7.9%;HYG:23.2%;VNQ:23.2%;BND:12.6%;MUB:12.4%;MSFT:20.6% | US:70.4;EU:7.0;APAC:15.7;EM:4.3;Other:2.7 | Value:+0.1;Growth:-0.8;Quality:-0.5;Size:-0.1;Momentum:+0.8;LowVol:+0.4 | null | 8 | 30 | 5.3 | trailing 9% | 246 | 28.3 | Bear | 25.5 | 3.48 | 2.3 | 157 | -108 | 5 | 68 | false | Rebalance | Shift +1% to bonds from equity | 16 | -1 | BrokerD | LMT | 93 | null | null | Normal monitoring | 39 | -34 | 124 | 3 | false | Increase defensive factor exposure |
P1475 | Opportunistic | Taxable | USD | 2024-12-13 | 1,042,823 | 32,396 | 1,010,427 | 1 | 68.8 | 14.1 | 12.4 | 4.7 | HYG:35.2%;BND:29.5%;MUB:35.2% | US:68.2;EU:14.5;APAC:7.7;EM:8.7;Other:0.9 | Value:-1.0;Growth:+0.2;Quality:+0.7;Size:-0.8;Momentum:+0.6;LowVol:+0.7 | MaxPos5%;NoDerivatives | 10 | 25 | 4.4 | hard 12% | 214 | 25.9 | Sideways | 16.7 | 4.02 | 3.3 | 128 | -7 | 52 | 64 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | -20 | BrokerB | LMT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 27 | -54 | 139 | 5 | false | Within IPS guidelines |
P1476 | Opportunistic | Trust | USD | 2025-07-08 | 1,798,455 | 135,056 | 1,663,399 | 1 | 72.9 | 16.5 | 4.3 | 6.4 | BND:20.7%;VTI:20.7%;VNQ:12.0%;TLT:20.3%;IEF:20.1%;HYG:6.2% | US:66.7;EU:11.6;APAC:7.5;EM:10.1;Other:4.2 | Value:-0.9;Growth:-0.5;Quality:+0.7;Size:+0.5;Momentum:-0.4;LowVol:+0.2 | NoDerivatives | 6 | 30 | 6.9 | trailing 7% | 261 | 34.8 | Bull | 15.4 | 3.72 | 3.2 | 101 | 31 | 51 | 54 | false | Sell | Trim extended winner -1% | -14 | -2 | BrokerC | LMT | 88 | null | null | Normal monitoring | -5 | -26 | 88 | 5 | false | Increase defensive factor exposure |
P1477 | Active | Roth | USD | 2025-08-08 | 1,736,417 | 183,779 | 1,552,638 | 1.07 | 64.7 | 22.3 | 7.5 | 5.5 | GLD:22.3%;BND:21.0%;VOO:22.3%;AMZN:12.2%;AAPL:22.3% | US:67.4;EU:16.8;APAC:9.2;EM:3.5;Other:3.0 | Value:-0.4;Growth:-0.3;Quality:-0.9;Size:+0.1;Momentum:+0.8;LowVol:-0.4 | MaxPos8%;NoDerivatives | 6 | 30 | 5.2 | trailing 8% | 188 | 27.7 | Volatile | 29.9 | 4.63 | 4.4 | 146 | -9 | 40 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -38 | BrokerA | MKT | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 64 | -8 | 164 | 3 | false | Tax-aware sells next window |
P1478 | Active | IRA | USD | 2025-08-27 | 1,074,293 | 118,465 | 955,828 | 1 | 69.8 | 19.9 | 0.6 | 9.7 | AAPL:21.3%;BRK.B:22.0%;TSLA:22.0%;HYG:22.0%;GLD:12.7% | US:77.3;EU:6.2;APAC:9.4;EM:4.5;Other:2.6 | Value:+0.6;Growth:+0.3;Quality:-0.2;Size:-0.8;Momentum:+0.5;LowVol:+0.2 | MaxPos8% | 8 | 25 | 5 | trailing 9% | 141 | 22.2 | Volatile | 26.5 | 5.49 | 4.2 | 174 | 26 | 51 | 81 | true | Hedge | Buy index puts 1% notional | 22 | -40 | BrokerB | MKT | 97 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 78 | -50 | 200 | 2 | false | Monitor dispersion and breadth |
P1479 | Hands-off | Trust | USD | 2024-08-17 | 696,840 | 68,289 | 628,551 | 1 | 60.8 | 29.8 | 2.3 | 7 | TSLA:33.3%;TLT:33.3%;MUB:33.3% | US:65.4;EU:12.0;APAC:11.3;EM:7.4;Other:3.8 | Value:+0.7;Growth:-0.5;Quality:-0.6;Size:-0.9;Momentum:+0.9;LowVol:-0.5 | NoDerivatives | 7 | 30 | 5 | hard 10% | 95 | 14.2 | Volatile | 27.1 | 4.45 | 3.4 | 161 | 18 | 53 | 63 | false | Buy | Add to core equity +1% | 6 | 14 | BrokerA | LMT | 94 | null | null | Normal monitoring | -54 | -8 | -23 | 4 | false | Tax-aware sells next window |
P1480 | Hands-off | IRA | USD | 2025-09-04 | 627,136 | 42,165 | 584,971 | 1 | 59.5 | 16.6 | 17.4 | 6.5 | TSLA:22.6%;VOO:17.3%;TLT:14.9%;BRK.B:22.6%;MUB:22.6% | US:60.5;EU:14.2;APAC:16.8;EM:7.5;Other:1.0 | Value:+0.5;Growth:-0.8;Quality:+0.5;Size:-1.0;Momentum:-0.8;LowVol:+0.7 | ESGOnly;MaxPos5%;NoDerivatives | 5 | 35 | 4.9 | trailing 8% | 138 | 17.1 | Bear | 25.5 | 3.69 | 2.9 | 165 | 39 | 61 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 24 | -26 | BrokerB | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | -21 | -10 | 33 | 2 | false | Tighten stops on momentum names |
P1481 | Cautious | Taxable | USD | 2024-08-06 | 555,979 | 58,080 | 497,899 | 1 | 43.3 | 36.4 | 3.5 | 16.9 | AMZN:22.2%;MUB:25.6%;XLF:14.2%;QQQ:25.6%;BRK.B:12.3% | US:65.7;EU:14.9;APAC:10.9;EM:7.9;Other:0.7 | Value:-0.7;Growth:0.0;Quality:+0.7;Size:+0.4;Momentum:+0.2;LowVol:-0.5 | NoMargin | 8 | 25 | 3.9 | trailing 8% | 115 | 17.9 | Bull | 16.8 | 4.24 | 2.8 | 93 | 28 | 51 | 36 | false | Sell | Trim extended winner -1% | -6 | -15 | BrokerD | LMT | 100 | null | null | Normal monitoring | 74 | -58 | 54 | 3 | false | Increase defensive factor exposure |
P1482 | Systematic | 401k | USD | 2024-10-31 | 879,367 | 74,116 | 805,251 | 1 | 55.3 | 28.1 | 9.5 | 7 | XLF:24.2%;HYG:24.2%;BND:15.9%;QQQ:16.9%;VNQ:8.7%;AMZN:10.2% | US:70.5;EU:8.9;APAC:10.0;EM:8.8;Other:1.9 | Value:+0.1;Growth:-0.9;Quality:-1.0;Size:+0.5;Momentum:+0.7;LowVol:-0.5 | null | 6 | 30 | 4.1 | hard 12% | 182 | 27.1 | Sideways | 15.7 | 4.92 | 3 | 135 | -27 | 22 | 39 | false | Rebalance | Shift +1% to bonds from equity | -13 | 11 | BrokerA | MKT | 88 | null | null | Normal monitoring | 77 | -60 | 104 | 4 | false | Increase defensive factor exposure |
P1483 | Hands-off | 401k | USD | 2025-03-24 | 564,602 | 46,532 | 518,070 | 1 | 67.5 | 24.1 | 0 | 8.3 | QQQ:16.1%;HYG:15.8%;MUB:22.7%;XLF:22.7%;MSFT:22.7% | US:69.4;EU:16.8;APAC:5.9;EM:3.6;Other:4.3 | Value:-0.7;Growth:-0.8;Quality:-0.6;Size:-0.7;Momentum:-0.3;LowVol:+0.3 | ESGOnly;MaxPos8% | 10 | 35 | 5.3 | hard 10% | 114 | 16.6 | Volatile | 31 | 4.64 | 3 | 137 | 77 | 99 | 92 | true | Hedge | Buy index puts 1% notional | 9 | -14 | BrokerB | MKT | 94 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 6 | -17 | 85 | 2 | false | Monitor dispersion and breadth |
P1484 | Systematic | Taxable | USD | 2025-04-05 | 1,799,667 | 116,148 | 1,683,519 | 1 | 61.9 | 29.2 | 0 | 8.9 | BND:33.3%;TSLA:33.3%;BRK.B:33.3% | US:69.5;EU:8.2;APAC:14.3;EM:4.7;Other:3.3 | Value:-0.1;Growth:+0.8;Quality:+0.1;Size:+0.9;Momentum:+0.8;LowVol:-0.4 | MaxPos6% | 6 | 25 | 5.5 | trailing 8% | 120 | 16.4 | Volatile | 27.6 | 4.87 | 3.3 | 154 | -26 | 52 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | 13 | BrokerB | VWAP | 86 | VAR>budget | Hedge | Risk above budget threshold | -22 | 16 | 46 | 3 | false | Tighten stops on momentum names |
P1485 | Cautious | Trust | USD | 2025-05-13 | 467,784 | 54,134 | 413,650 | 1 | 38.9 | 31.9 | 13.7 | 15.5 | QQQ:27.7%;MUB:20.6%;TSLA:27.7%;HYG:24.1% | US:68.6;EU:15.8;APAC:6.1;EM:6.8;Other:2.7 | Value:+0.4;Growth:-0.7;Quality:-0.4;Size:+0.2;Momentum:-0.9;LowVol:+0.9 | NoMargin | 5 | 30 | 4.1 | trailing 8% | 153 | 17.2 | Sideways | 18.8 | 4.92 | 2.3 | 113 | -27 | 36 | 31 | false | Rebalance | Shift +1% to bonds from equity | 35 | -22 | BrokerB | MKT | 89 | null | null | Normal monitoring | 19 | 13 | 138 | 5 | false | Tighten stops on momentum names |
P1486 | Hands-off | IRA | USD | 2025-11-15 | 509,784 | 31,434 | 478,350 | 1 | 57.3 | 19 | 16.8 | 6.9 | VTI:27.6%;BND:27.6%;TLT:22.5%;AAPL:22.3% | US:69.9;EU:7.0;APAC:13.0;EM:10.0;Other:0.1 | Value:-0.3;Growth:+0.1;Quality:-0.6;Size:-0.7;Momentum:+0.5;LowVol:+0.1 | MaxPos8% | 8 | 25 | 4.5 | hard 10% | 110 | 17.5 | Bear | 23.9 | 3.51 | 1.1 | 196 | -99 | 5 | 59 | false | Rebalance | Shift +1% to bonds from equity | -12 | -5 | BrokerC | LMT | 86 | null | null | Normal monitoring | 93 | -52 | 140 | 5 | false | Monitor dispersion and breadth |
P1487 | Cautious | Roth | USD | 2025-10-12 | 886,283 | 98,788 | 787,495 | 1 | 47.6 | 38.2 | 0 | 14.2 | VNQ:25.3%;MUB:25.3%;GLD:24.2%;AMZN:25.3% | US:58.6;EU:17.4;APAC:12.6;EM:9.0;Other:2.5 | Value:+0.8;Growth:-0.7;Quality:+0.4;Size:+0.2;Momentum:+0.6;LowVol:+1.0 | MaxPos8%;NoMargin | 10 | 35 | 4.3 | hard 10% | 161 | 16.2 | Bull | 14.8 | 4.15 | 2.7 | 87 | 2 | 40 | 30 | false | Hedge | Add TLT +1% as duration hedge | 31 | -39 | BrokerC | LMT | 91 | null | null | Normal monitoring | 23 | 6 | 23 | 5 | false | Monitor dispersion and breadth |
P1488 | Hands-off | Trust | USD | 2024-09-17 | 304,282 | 30,030 | 274,252 | 1 | 70.7 | 21.8 | 0 | 7.6 | MUB:20.8%;BRK.B:8.2%;AAPL:18.8%;MSFT:15.9%;BND:15.5%;VOO:20.8% | US:59.1;EU:14.1;APAC:16.2;EM:5.1;Other:5.5 | Value:-0.2;Growth:-0.1;Quality:-0.8;Size:-0.9;Momentum:+0.2;LowVol:+0.7 | ESGOnly;MaxPos8%;NoDerivatives | 5 | 35 | 4.5 | trailing 8% | 111 | 14 | Volatile | 26.6 | 4.84 | 4.1 | 178 | -19 | 38 | 69 | false | Rebalance | Shift +1% to bonds from equity | -5 | -4 | BrokerD | MKT | 89 | null | null | Normal monitoring | 23 | 16 | -2 | 3 | false | Increase defensive factor exposure |
P1489 | Systematic | Taxable | USD | 2025-04-02 | 1,660,382 | 76,187 | 1,584,195 | 1 | 57.5 | 26.2 | 9.2 | 7 | MUB:28.4%;HYG:28.4%;VOO:28.4%;TLT:14.9% | US:73.2;EU:8.1;APAC:10.0;EM:5.6;Other:3.1 | Value:-0.4;Growth:-0.6;Quality:+0.5;Size:0.0;Momentum:-0.8;LowVol:+0.1 | null | 6 | 25 | 5.5 | trailing 9% | 136 | 21.6 | Volatile | 30.9 | 5.46 | 2.1 | 167 | 58 | 78 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | 2 | BrokerC | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -48 | -17 | -55 | 5 | false | Within IPS guidelines |
P1490 | Cautious | Taxable | USD | 2025-07-16 | 354,544 | 47,557 | 306,987 | 1 | 50.8 | 34.9 | 0 | 14.3 | AMZN:28.9%;TLT:22.3%;IEF:19.9%;HYG:28.9% | US:75.3;EU:10.5;APAC:8.0;EM:5.4;Other:0.8 | Value:+0.8;Growth:+1.0;Quality:-0.2;Size:+0.5;Momentum:+0.4;LowVol:-0.7 | MaxPos5%;NoMargin | 5 | 35 | 5.6 | hard 10% | 133 | 16 | Bear | 29.2 | 3.62 | 1.9 | 202 | -104 | 8 | 66 | false | Buy | Add to core equity +1% | -6 | -8 | BrokerB | MKT | 96 | null | null | Normal monitoring | 37 | 14 | 123 | 4 | false | Increase defensive factor exposure |
P1491 | Cautious | Taxable | USD | 2025-03-13 | 772,606 | 106,435 | 666,171 | 1 | 44.7 | 31 | 8.6 | 15.7 | IEF:21.7%;XLF:8.1%;VNQ:19.1%;VOO:16.3%;BND:21.7%;GLD:13.0% | US:70.9;EU:7.9;APAC:13.7;EM:7.3;Other:0.2 | Value:0.0;Growth:-0.8;Quality:-0.9;Size:+0.7;Momentum:+0.9;LowVol:-0.5 | MaxPos7%;NoDerivatives;NoMargin | 6 | 25 | 3.5 | trailing 8% | 124 | 17.9 | Sideways | 19.8 | 3.59 | 3.2 | 137 | 54 | 65 | 56 | false | Rebalance | Shift +1% to bonds from equity | 5 | -24 | BrokerC | LMT | 94 | null | null | Normal monitoring | 76 | -19 | 194 | 4 | false | Within IPS guidelines |
P1492 | Active | Roth | USD | 2025-02-12 | 1,543,799 | 136,058 | 1,407,741 | 1 | 67.8 | 22.8 | 3.5 | 5.8 | VOO:19.3%;BRK.B:18.7%;QQQ:9.7%;TSLA:21.5%;VNQ:9.3%;TLT:21.5% | US:67.8;EU:11.1;APAC:11.7;EM:6.2;Other:3.1 | Value:-0.4;Growth:-0.9;Quality:+0.4;Size:-0.3;Momentum:-0.6;LowVol:+1.0 | MaxPos5% | 6 | 35 | 5.3 | trailing 8% | 177 | 27.2 | Volatile | 27.5 | 4.98 | 3.3 | 123 | 70 | 98 | 65 | false | Hedge | Add TLT +1% as duration hedge | 31 | -16 | BrokerA | MKT | 88 | null | null | Normal monitoring | 30 | -20 | 39 | 4 | false | Tax-aware sells next window |
P1493 | Systematic | Trust | USD | 2024-11-20 | 1,399,479 | 79,267 | 1,320,212 | 1 | 55.3 | 34.1 | 3.1 | 7.5 | AMZN:22.9%;HYG:10.2%;TSLA:22.9%;MSFT:22.1%;MUB:22.0% | US:69.6;EU:12.5;APAC:10.3;EM:5.7;Other:1.9 | Value:0.0;Growth:-0.7;Quality:+0.8;Size:-0.6;Momentum:+0.4;LowVol:+0.4 | MaxPos5% | 7 | 35 | 4.7 | trailing 9% | 199 | 19.6 | Volatile | 31.7 | 4.78 | 2.6 | 161 | 34 | 82 | 66 | false | Rebalance | Shift +1% to bonds from equity | 13 | 13 | BrokerD | LMT | 91 | null | null | Normal monitoring | -47 | -60 | -84 | 4 | false | Increase defensive factor exposure |
P1494 | Systematic | IRA | USD | 2024-10-24 | 1,252,391 | 120,434 | 1,131,957 | 1 | 62.1 | 25.4 | 3.7 | 8.9 | GLD:9.7%;BRK.B:14.3%;AMZN:22.6%;VOO:17.3%;MSFT:22.6%;HYG:13.6% | US:57.5;EU:19.7;APAC:13.6;EM:8.3;Other:1.0 | Value:+0.1;Growth:-0.1;Quality:-0.4;Size:+0.9;Momentum:+0.9;LowVol:+0.6 | null | 7 | 30 | 5.7 | trailing 9% | 188 | 22.2 | Bull | 11.4 | 4.4 | 2.5 | 94 | 92 | 94 | 33 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -24 | BrokerB | LMT | 85 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 27 | -44 | 98 | 4 | false | Monitor dispersion and breadth |
P1495 | Cautious | Roth | USD | 2024-07-08 | 295,804 | 33,692 | 262,112 | 1 | 39.7 | 33.2 | 15 | 12.1 | BND:15.3%;HYG:24.2%;VNQ:24.2%;GLD:24.2%;TSLA:12.1% | US:66.6;EU:10.6;APAC:15.6;EM:7.1;Other:0.1 | Value:-0.6;Growth:-1.0;Quality:-0.5;Size:+0.2;Momentum:+0.5;LowVol:-0.7 | NoMargin | 10 | 35 | 5.2 | trailing 8% | 124 | 15.8 | Sideways | 14.5 | 4.63 | 2.4 | 137 | -4 | 39 | 30 | false | Hedge | Add TLT +1% as duration hedge | 7 | -8 | BrokerA | MKT | 97 | null | null | Normal monitoring | 41 | -40 | 156 | 3 | false | Tax-aware sells next window |
P1496 | Opportunistic | Taxable | USD | 2025-06-14 | 478,934 | 32,981 | 445,953 | 1.23 | 66.9 | 10.4 | 18.4 | 4.4 | XLF:31.6%;HYG:34.2%;TLT:34.2% | US:72.5;EU:10.4;APAC:11.4;EM:3.8;Other:1.9 | Value:+0.8;Growth:-0.5;Quality:-0.0;Size:-0.5;Momentum:-0.9;LowVol:-0.8 | MaxPos5% | 7 | 30 | 4.6 | hard 12% | 220 | 23.5 | Sideways | 19.1 | 4 | 2.7 | 121 | 9 | 53 | 62 | false | Rebalance | Shift +1% to bonds from equity | 32 | -10 | BrokerA | LMT | 100 | null | null | Normal monitoring | -58 | -53 | 25 | 4 | false | Tax-aware sells next window |
P1497 | Cautious | IRA | USD | 2024-08-02 | 761,047 | 92,133 | 668,914 | 1 | 53.2 | 30 | 4 | 12.7 | QQQ:21.0%;HYG:20.3%;BRK.B:17.4%;GLD:24.4%;TSLA:16.9% | US:68.1;EU:6.5;APAC:6.7;EM:12.7;Other:6.0 | Value:-0.0;Growth:-0.9;Quality:-0.3;Size:-0.3;Momentum:0.0;LowVol:-0.5 | ESGOnly;MaxPos5%;NoMargin | 8 | 30 | 3.2 | hard 10% | 168 | 18.7 | Bull | 14.6 | 4.48 | 2.8 | 70 | 110 | 100 | 31 | false | Rebalance | Shift +1% to bonds from equity | 34 | 4 | BrokerB | MKT | 94 | null | null | Normal monitoring | 50 | -31 | 147 | 5 | false | Tighten stops on momentum names |
P1498 | Systematic | 401k | USD | 2024-09-02 | 1,108,116 | 72,863 | 1,035,253 | 1 | 62 | 26 | 2.8 | 9.3 | XLF:15.5%;MSFT:9.7%;VOO:19.6%;QQQ:12.2%;VNQ:21.5%;GLD:21.5% | US:69.2;EU:11.5;APAC:9.6;EM:6.5;Other:3.1 | Value:-0.2;Growth:+0.8;Quality:+0.1;Size:-0.9;Momentum:+0.1;LowVol:+0.3 | null | 7 | 35 | 5.3 | trailing 8% | 193 | 18.9 | Bull | 13.6 | 4.63 | 3.4 | 71 | 108 | 91 | 34 | false | Rebalance | Shift +1% to bonds from equity | 25 | 1 | BrokerC | LMT | 88 | null | null | Normal monitoring | -10 | -23 | 127 | 4 | false | Monitor dispersion and breadth |
P1499 | Cautious | Trust | USD | 2024-11-13 | 213,310 | 23,992 | 189,318 | 1 | 46.2 | 30.4 | 11.2 | 12.2 | IEF:27.3%;TLT:27.3%;MSFT:27.3%;MUB:18.2% | US:70.7;EU:7.9;APAC:13.0;EM:4.5;Other:4.0 | Value:+0.6;Growth:-0.5;Quality:+0.4;Size:-0.2;Momentum:+0.4;LowVol:-0.9 | ESGOnly;NoMargin | 5 | 25 | 5.6 | trailing 8% | 100 | 14.9 | Volatile | 20.3 | 5.37 | 2.7 | 125 | 49 | 69 | 55 | false | Sell | Trim extended winner -1% | 33 | -20 | BrokerA | MKT | 85 | null | null | Normal monitoring | 15 | -6 | 108 | 3 | false | Tighten stops on momentum names |
P1500 | Cautious | Taxable | USD | 2025-11-02 | 253,450 | 31,630 | 221,820 | 1 | 37.4 | 32.6 | 14.7 | 15.2 | AMZN:20.0%;AAPL:20.3%;XLF:18.6%;VOO:14.1%;MSFT:18.5%;TLT:8.6% | US:64.0;EU:14.9;APAC:8.1;EM:9.0;Other:4.0 | Value:-0.7;Growth:-0.4;Quality:+0.4;Size:-0.3;Momentum:-0.9;LowVol:+0.3 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 10 | 35 | 4.6 | hard 10% | 107 | 14.3 | Bear | 33.3 | 3.7 | 2.8 | 154 | -51 | 27 | 67 | true | Hedge | Buy index puts 1% notional | 20 | -6 | BrokerC | LMT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 88 | 8 | 153 | 2 | false | Within IPS guidelines |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.