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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1501 | Cautious | Roth | USD | 2025-03-12 | 846,507 | 133,325 | 713,182 | 1 | 48.7 | 38.1 | 0 | 13.2 | MUB:19.4%;HYG:18.2%;XLF:12.9%;IEF:14.4%;VOO:18.6%;MSFT:16.5% | US:71.4;EU:12.4;APAC:10.5;EM:4.8;Other:0.9 | Value:+0.4;Growth:-0.7;Quality:-0.1;Size:-0.0;Momentum:+0.7;LowVol:-0.9 | NoDerivatives;NoMargin | 6 | 35 | 3.4 | trailing 8% | 97 | 17.6 | Bull | 17.2 | 4.1 | 3 | 91 | 111 | 96 | 50 | false | Buy | Add to core equity +1% | -4 | -25 | BrokerB | LMT | 99 | null | null | Normal monitoring | 113 | -11 | 103 | 5 | false | Tighten stops on momentum names |
P1502 | Active | Taxable | USD | 2025-01-05 | 1,735,098 | 181,160 | 1,553,938 | 1.22 | 50.5 | 30.4 | 9.2 | 9.9 | IEF:18.3%;TSLA:12.7%;HYG:17.6%;BRK.B:25.6%;VNQ:25.6% | US:63.6;EU:22.0;APAC:7.7;EM:4.6;Other:2.0 | Value:+0.3;Growth:+0.2;Quality:+0.3;Size:-0.2;Momentum:+0.6;LowVol:+0.3 | NoDerivatives | 8 | 30 | 4.8 | trailing 9% | 151 | 17.7 | Bear | 34.4 | 3.02 | 2.9 | 205 | -112 | 5 | 82 | true | Hedge | Buy index puts 1% notional | 26 | -32 | BrokerC | LMT | 96 | VAR>budget | Hedge | Risk above budget threshold | 103 | -39 | 160 | 3 | false | Monitor dispersion and breadth |
P1503 | Cautious | IRA | USD | 2024-09-17 | 513,612 | 42,150 | 471,462 | 1 | 41.3 | 41.9 | 0 | 16.8 | TLT:25.8%;XLF:25.8%;MUB:25.8%;AAPL:22.5% | US:67.9;EU:8.7;APAC:12.2;EM:8.6;Other:2.6 | Value:+0.9;Growth:+0.5;Quality:+0.2;Size:+0.4;Momentum:+0.3;LowVol:+0.6 | ESGOnly;MaxPos5%;NoMargin | 6 | 35 | 4.1 | trailing 8% | 167 | 16.7 | Volatile | 31.8 | 4.64 | 2.2 | 173 | -47 | 33 | 68 | true | Hedge | Buy index puts 1% notional | 28 | -16 | BrokerD | VWAP | 87 | VAR>budget | Reduce | Risk above budget threshold | 115 | -8 | 80 | 5 | false | Tax-aware sells next window |
P1504 | Hands-off | Trust | USD | 2024-09-27 | 597,530 | 26,254 | 571,276 | 1 | 61 | 16.6 | 14 | 8.4 | MUB:35.2%;AMZN:35.2%;VOO:29.7% | US:70.6;EU:6.5;APAC:11.7;EM:9.6;Other:1.6 | Value:-0.6;Growth:+0.2;Quality:-0.2;Size:-0.6;Momentum:+0.2;LowVol:-0.9 | MaxPos8% | 7 | 30 | 4.6 | trailing 8% | 108 | 18.6 | Sideways | 17.6 | 3.91 | 3.3 | 101 | -30 | 38 | 61 | false | Buy | Add to core equity +1% | 0 | -26 | BrokerC | MKT | 92 | null | null | Normal monitoring | -45 | 13 | -75 | 5 | false | Monitor dispersion and breadth |
P1505 | Active | Roth | USD | 2025-11-27 | 1,173,545 | 99,781 | 1,073,764 | 1 | 61.5 | 21 | 9.4 | 8.2 | HYG:6.9%;TSLA:20.9%;VNQ:20.9%;VTI:12.6%;GLD:17.6%;BND:20.9% | US:56.0;EU:17.6;APAC:9.5;EM:11.7;Other:5.3 | Value:-0.6;Growth:+0.9;Quality:0.0;Size:+0.4;Momentum:-0.6;LowVol:-0.2 | NoDerivatives | 7 | 35 | 5.3 | trailing 8% | 136 | 16.7 | Bull | 16.8 | 4.81 | 2.7 | 111 | 89 | 80 | 45 | false | NoAction | Within bands; monitor | 17 | -36 | BrokerA | LMT | 98 | null | null | Normal monitoring | -54 | -20 | 68 | 4 | false | Within IPS guidelines |
P1506 | Active | Trust | USD | 2025-09-16 | 1,686,928 | 194,605 | 1,492,323 | 1 | 51.9 | 30.7 | 8.6 | 8.8 | HYG:36.7%;VOO:26.7%;AMZN:36.7% | US:66.5;EU:14.9;APAC:9.1;EM:9.1;Other:0.3 | Value:+0.6;Growth:-0.1;Quality:+0.4;Size:-0.5;Momentum:-0.7;LowVol:-0.5 | MaxPos7% | 10 | 35 | 4.8 | trailing 8% | 143 | 18.3 | Bull | 15.9 | 4.54 | 2.7 | 70 | 69 | 72 | 41 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | -26 | BrokerB | MKT | 97 | VAR>budget | TightenStops | Risk above budget threshold | 93 | -42 | 70 | 2 | false | Increase defensive factor exposure |
P1507 | Active | Taxable | USD | 2025-08-09 | 1,493,230 | 158,887 | 1,334,343 | 1 | 58.9 | 22.9 | 10.9 | 7.3 | VNQ:21.7%;AMZN:14.7%;XLF:13.8%;BND:21.7%;VTI:11.3%;GLD:16.8% | US:62.8;EU:16.7;APAC:14.3;EM:3.6;Other:2.6 | Value:-0.3;Growth:-0.5;Quality:+0.9;Size:+0.9;Momentum:-0.2;LowVol:-0.1 | null | 6 | 30 | 4.6 | trailing 8% | 221 | 23.5 | Sideways | 17.1 | 3.67 | 3.3 | 115 | 45 | 61 | 55 | false | Hedge | Add TLT +1% as duration hedge | 22 | 5 | BrokerB | LMT | 90 | null | null | Normal monitoring | 88 | -15 | 159 | 3 | false | Increase defensive factor exposure |
P1508 | Cautious | IRA | USD | 2024-11-11 | 287,746 | 42,314 | 245,432 | 1 | 46.5 | 30.3 | 9.2 | 14.1 | TSLA:33.3%;HYG:33.3%;MUB:33.3% | US:56.2;EU:19.3;APAC:14.2;EM:9.0;Other:1.3 | Value:+0.2;Growth:-0.9;Quality:+0.9;Size:-0.2;Momentum:-0.3;LowVol:+0.1 | MaxPos7%;NoMargin | 6 | 30 | 3.1 | hard 10% | 112 | 14 | Volatile | 22 | 4.08 | 3.3 | 170 | 78 | 75 | 46 | false | Rebalance | Shift +1% to bonds from equity | 35 | -25 | BrokerC | MKT | 88 | null | null | Normal monitoring | 48 | 13 | 178 | 4 | false | Monitor dispersion and breadth |
P1509 | Hands-off | Roth | USD | 2025-10-16 | 614,167 | 26,831 | 587,336 | 1 | 59.6 | 29.6 | 1.1 | 9.8 | BND:17.5%;GLD:20.4%;MSFT:21.2%;XLF:20.1%;AMZN:11.7%;IEF:9.2% | US:58.4;EU:12.1;APAC:15.6;EM:13.1;Other:0.9 | Value:0.0;Growth:-0.5;Quality:-0.4;Size:-0.4;Momentum:-0.1;LowVol:+0.1 | null | 6 | 30 | 5.7 | hard 10% | 157 | 12.3 | Bull | 13.6 | 3.76 | 3.2 | 119 | 23 | 60 | 49 | false | NoAction | Within bands; monitor | -11 | -27 | BrokerC | MKT | 0 | null | null | Normal monitoring | 8 | -17 | 141 | 5 | false | Increase defensive factor exposure |
P1510 | Hands-off | 401k | USD | 2024-09-19 | 849,189 | 80,862 | 768,327 | 1 | 67.4 | 25.7 | 0 | 6.9 | VNQ:34.2%;TSLA:34.2%;IEF:31.7% | US:76.4;EU:5.8;APAC:9.5;EM:5.4;Other:2.8 | Value:0.0;Growth:-0.3;Quality:+0.6;Size:-0.1;Momentum:+0.7;LowVol:-0.0 | ESGOnly | 6 | 30 | 5.4 | hard 10% | 158 | 19.4 | Bull | 11.2 | 3.6 | 3.2 | 118 | 30 | 72 | 42 | true | Rebalance | Rebalance back to target bands | 0 | -27 | BrokerC | MKT | 86 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -58 | -55 | 81 | 3 | false | Tighten stops on momentum names |
P1511 | Hands-off | Roth | USD | 2024-11-20 | 447,073 | 44,231 | 402,842 | 1 | 65.8 | 28.9 | 0 | 5.3 | VOO:26.6%;TLT:26.6%;TSLA:20.1%;BRK.B:26.6% | US:71.9;EU:12.2;APAC:6.7;EM:7.0;Other:2.2 | Value:+0.4;Growth:-0.6;Quality:-0.1;Size:+0.5;Momentum:+0.3;LowVol:+0.7 | MaxPos7%;NoDerivatives | 10 | 30 | 5.3 | trailing 10% | 108 | 14 | Bull | 16.5 | 4.03 | 2.5 | 84 | 28 | 69 | 48 | false | Rebalance | Shift +1% to bonds from equity | 18 | -5 | BrokerA | MKT | 88 | null | null | Normal monitoring | 12 | -13 | -3 | 5 | false | Tighten stops on momentum names |
P1512 | Systematic | IRA | USD | 2025-11-01 | 1,922,836 | 166,719 | 1,756,117 | 1 | 57.2 | 23.2 | 13.4 | 6.3 | AMZN:22.8%;MSFT:22.8%;HYG:19.6%;AAPL:12.1%;BND:22.8% | US:64.4;EU:14.8;APAC:9.6;EM:6.0;Other:5.2 | Value:-0.2;Growth:-0.6;Quality:+0.3;Size:-0.8;Momentum:-0.6;LowVol:+0.4 | null | 7 | 30 | 4.6 | trailing 9% | 201 | 17.7 | Bull | 17.9 | 4.41 | 3.2 | 102 | 3 | 62 | 44 | false | Sell | Trim extended winner -1% | 11 | -11 | BrokerA | MKT | 93 | null | null | Normal monitoring | 110 | -6 | 128 | 3 | false | Tighten stops on momentum names |
P1513 | Cautious | IRA | USD | 2025-02-05 | 154,461 | 20,833 | 133,628 | 1 | 35.2 | 41.3 | 12.7 | 10.8 | BRK.B:20.2%;VOO:27.3%;MSFT:25.2%;XLF:27.3% | US:63.6;EU:13.8;APAC:13.8;EM:8.6;Other:0.2 | Value:+0.3;Growth:-0.7;Quality:+0.9;Size:+0.2;Momentum:+0.1;LowVol:-0.4 | NoMargin | 6 | 30 | 5.5 | hard 10% | 117 | 14.4 | Volatile | 31.5 | 5.21 | 2.2 | 160 | -36 | 30 | 55 | false | NoAction | Within bands; monitor | 18 | -27 | BrokerD | LMT | 94 | null | null | Normal monitoring | 114 | -45 | 238 | 4 | false | Tax-aware sells next window |
P1514 | Active | 401k | USD | 2025-02-07 | 978,418 | 86,654 | 891,764 | 1 | 58.9 | 18 | 14 | 9.1 | IEF:37.4%;HYG:37.4%;VNQ:25.3% | US:61.4;EU:14.8;APAC:9.7;EM:9.9;Other:4.2 | Value:+0.9;Growth:+0.2;Quality:+0.2;Size:-0.9;Momentum:-0.6;LowVol:0.0 | NoDerivatives | 8 | 25 | 4.2 | hard 12% | 170 | 21 | Sideways | 20.1 | 3.84 | 2.2 | 97 | 28 | 53 | 46 | false | NoAction | Within bands; monitor | 26 | -26 | BrokerB | LMT | 97 | null | null | Normal monitoring | 63 | -47 | 181 | 3 | false | Tighten stops on momentum names |
P1515 | Active | Trust | USD | 2024-08-28 | 1,340,623 | 86,339 | 1,254,284 | 1.23 | 53.8 | 21.3 | 17.2 | 7.7 | BND:33.3%;GLD:33.3%;VNQ:33.3% | US:60.3;EU:19.1;APAC:10.8;EM:5.8;Other:4.0 | Value:-0.3;Growth:-0.1;Quality:-0.4;Size:-0.3;Momentum:-0.4;LowVol:+0.8 | null | 7 | 30 | 5.8 | hard 12% | 172 | 26.7 | Bull | 11.3 | 4.29 | 3.4 | 108 | 102 | 99 | 29 | false | Buy | Add to core equity +1% | -9 | -28 | BrokerB | LMT | 92 | null | null | Normal monitoring | -18 | 5 | 119 | 5 | false | Within IPS guidelines |
P1516 | Active | Roth | USD | 2025-07-12 | 674,236 | 46,186 | 628,050 | 1 | 53.5 | 31.1 | 5.5 | 10 | GLD:29.0%;AMZN:35.5%;IEF:35.5% | US:57.1;EU:15.9;APAC:11.2;EM:11.6;Other:4.2 | Value:0.0;Growth:+0.4;Quality:-0.6;Size:-0.9;Momentum:-0.9;LowVol:+0.1 | null | 6 | 25 | 5.9 | trailing 8% | 141 | 17.1 | Bear | 30.3 | 3.65 | 2.2 | 219 | -98 | 13 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -22 | BrokerA | MKT | 91 | VAR>budget | Reduce | Risk above budget threshold | 82 | -22 | 69 | 5 | false | Tighten stops on momentum names |
P1517 | Opportunistic | IRA | USD | 2024-11-11 | 981,001 | 74,635 | 906,366 | 1.13 | 69.3 | 10 | 14.2 | 6.4 | VOO:21.7%;XLF:21.7%;AMZN:16.3%;IEF:9.3%;AAPL:12.1%;TLT:18.9% | US:72.3;EU:6.3;APAC:8.9;EM:10.2;Other:2.1 | Value:-0.0;Growth:+0.6;Quality:+0.8;Size:+0.7;Momentum:0.0;LowVol:+0.1 | MaxPos6% | 7 | 30 | 4 | trailing 7% | 244 | 26.4 | Bear | 28.2 | 4.18 | 1.6 | 153 | -115 | 5 | 67 | false | Sell | Trim extended winner -1% | -9 | -2 | BrokerD | MKT | 92 | null | null | Normal monitoring | 43 | -28 | 84 | 4 | false | Tighten stops on momentum names |
P1518 | Cautious | Roth | USD | 2025-02-18 | 264,594 | 29,991 | 234,603 | 1 | 45.7 | 30.5 | 7.7 | 16.1 | HYG:23.6%;IEF:23.6%;MSFT:17.4%;BRK.B:23.6%;VNQ:11.7% | US:69.2;EU:15.4;APAC:11.2;EM:3.9;Other:0.3 | Value:-0.5;Growth:+0.9;Quality:-0.0;Size:-0.5;Momentum:-0.5;LowVol:+0.2 | MaxPos5%;NoMargin | 7 | 35 | 3.3 | trailing 8% | 147 | 12.4 | Volatile | 31 | 5.47 | 4.5 | 175 | 16 | 61 | 63 | false | Buy | Add to core equity +1% | 29 | -6 | BrokerB | LMT | 86 | null | null | Normal monitoring | -19 | 14 | 91 | 4 | false | Tighten stops on momentum names |
P1519 | Systematic | Trust | USD | 2024-12-25 | 1,729,510 | 75,518 | 1,653,992 | 1 | 65.7 | 22.8 | 4 | 7.5 | BRK.B:21.7%;VTI:19.2%;MSFT:11.5%;HYG:21.7%;TLT:7.1%;VOO:18.8% | US:55.4;EU:21.7;APAC:7.1;EM:10.8;Other:5.0 | Value:+1.0;Growth:-0.4;Quality:+0.4;Size:-0.7;Momentum:-0.5;LowVol:-0.8 | MaxPos8% | 5 | 25 | 5.3 | hard 12% | 190 | 25.1 | Volatile | 27.4 | 3.82 | 3 | 111 | 41 | 72 | 76 | true | Rebalance | Rebalance back to target bands | -13 | -22 | BrokerD | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 19 | 16 | 50 | 5 | false | Within IPS guidelines |
P1520 | Hands-off | Roth | USD | 2025-11-24 | 876,232 | 56,286 | 819,946 | 1 | 56.4 | 28.9 | 6.9 | 7.8 | MSFT:22.7%;HYG:18.8%;BND:22.2%;TLT:13.7%;QQQ:22.7% | US:62.6;EU:17.3;APAC:5.9;EM:10.0;Other:4.2 | Value:+0.7;Growth:+0.1;Quality:+0.6;Size:-1.0;Momentum:-0.1;LowVol:+0.9 | MaxPos8% | 7 | 25 | 5.6 | hard 10% | 126 | 12.4 | Bull | 11.2 | 3.64 | 3.1 | 116 | 58 | 94 | 46 | false | Hedge | Add TLT +1% as duration hedge | 29 | -38 | BrokerB | LMT | 87 | null | null | Normal monitoring | -24 | 4 | -9 | 3 | false | Increase defensive factor exposure |
P1521 | Systematic | 401k | USD | 2025-09-22 | 429,297 | 39,749 | 389,548 | 1 | 63.2 | 29.5 | 0 | 7.3 | XLF:22.7%;QQQ:18.5%;VTI:22.7%;VOO:22.7%;BND:13.5% | US:71.6;EU:11.5;APAC:7.3;EM:8.7;Other:0.9 | Value:-0.9;Growth:-0.1;Quality:+0.6;Size:-0.2;Momentum:-0.9;LowVol:-0.7 | null | 7 | 30 | 4.4 | trailing 9% | 144 | 23.5 | Volatile | 30.6 | 5.12 | 4.1 | 121 | 71 | 86 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 22 | -18 | BrokerD | MKT | 97 | VAR>budget | Pause | Risk above budget threshold | 48 | -58 | 166 | 3 | false | Tighten stops on momentum names |
P1522 | Cautious | Taxable | USD | 2025-08-14 | 633,714 | 85,546 | 548,168 | 1 | 50.3 | 34.6 | 0 | 15.1 | TLT:33.3%;GLD:33.3%;HYG:33.3% | US:72.6;EU:12.8;APAC:6.0;EM:5.5;Other:3.1 | Value:+0.9;Growth:+0.3;Quality:-0.4;Size:+0.5;Momentum:-0.3;LowVol:+0.7 | MaxPos6%;NoMargin | 7 | 30 | 4.2 | hard 10% | 122 | 19.6 | Bull | 16 | 3.97 | 2 | 106 | 63 | 84 | 51 | false | Sell | Trim extended winner -1% | 23 | -8 | BrokerD | LMT | 93 | null | null | Normal monitoring | 106 | -40 | 213 | 5 | false | Tax-aware sells next window |
P1523 | Hands-off | 401k | USD | 2024-10-04 | 579,873 | 52,166 | 527,707 | 1 | 56.3 | 16.3 | 19 | 8.4 | VNQ:18.0%;VTI:17.9%;IEF:16.8%;MUB:10.3%;AAPL:16.0%;VOO:21.0% | US:72.0;EU:6.0;APAC:15.6;EM:3.3;Other:3.1 | Value:0.0;Growth:+0.4;Quality:0.0;Size:+0.9;Momentum:-0.0;LowVol:-0.2 | ESGOnly | 6 | 35 | 5.3 | trailing 8% | 106 | 16 | Bear | 30.3 | 4.2 | 1.4 | 204 | -101 | 6 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -9 | BrokerA | LMT | 89 | VAR>budget | Hedge | Risk above budget threshold | 60 | -38 | 27 | 4 | false | Monitor dispersion and breadth |
P1524 | Hands-off | Taxable | USD | 2025-03-05 | 694,406 | 36,254 | 658,152 | 1 | 60.3 | 17.7 | 13.3 | 8.7 | VOO:25.4%;TSLA:14.7%;QQQ:18.1%;GLD:25.4%;AMZN:16.5% | US:58.9;EU:19.4;APAC:13.6;EM:5.0;Other:3.2 | Value:+0.5;Growth:-0.3;Quality:-0.2;Size:-0.9;Momentum:+0.8;LowVol:+0.9 | ESGOnly | 10 | 35 | 4 | hard 10% | 124 | 17.6 | Sideways | 17.9 | 3.77 | 2.8 | 99 | -17 | 28 | 43 | false | Sell | Trim extended winner -1% | 2 | -2 | BrokerD | LMT | 98 | null | null | Normal monitoring | 62 | 15 | 174 | 3 | false | Tax-aware sells next window |
P1525 | Hands-off | IRA | USD | 2024-11-19 | 348,958 | 18,244 | 330,714 | 1 | 65 | 15.6 | 13.6 | 5.8 | VNQ:11.7%;MSFT:20.7%;XLF:22.7%;QQQ:22.1%;IEF:22.7% | US:59.2;EU:17.1;APAC:11.6;EM:7.9;Other:4.3 | Value:-0.3;Growth:-0.7;Quality:-0.7;Size:-0.9;Momentum:-0.0;LowVol:+0.7 | null | 6 | 25 | 4.7 | trailing 10% | 123 | 17.7 | Bear | 23.5 | 4.5 | 2.2 | 177 | -43 | 15 | 69 | true | Hedge | Buy index puts 1% notional | 1 | 7 | BrokerD | LMT | 93 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 85 | -29 | 150 | 5 | false | Increase defensive factor exposure |
P1526 | Opportunistic | IRA | USD | 2025-02-22 | 1,654,615 | 57,306 | 1,597,309 | 1 | 63.8 | 14.5 | 16.5 | 5.2 | MSFT:20.4%;IEF:19.1%;QQQ:10.6%;VNQ:18.7%;BND:19.6%;GLD:11.6% | US:66.8;EU:17.5;APAC:9.4;EM:6.3;Other:0.1 | Value:+0.4;Growth:+0.8;Quality:-0.3;Size:+0.9;Momentum:-0.0;LowVol:-0.9 | MaxPos5%;NoDerivatives | 10 | 35 | 6.7 | trailing 9% | 180 | 23.5 | Bull | 17.7 | 4.51 | 2.4 | 110 | 102 | 98 | 46 | false | Buy | Add to core equity +1% | 19 | -33 | BrokerA | LMT | 96 | null | null | Normal monitoring | 8 | 19 | 136 | 4 | false | Tax-aware sells next window |
P1527 | Active | 401k | USD | 2024-11-13 | 2,020,544 | 238,859 | 1,781,685 | 1 | 57.3 | 21.3 | 15.8 | 5.6 | VTI:26.2%;AMZN:26.2%;VOO:21.3%;IEF:26.2% | US:66.9;EU:8.8;APAC:13.0;EM:10.0;Other:1.3 | Value:+0.3;Growth:+1.0;Quality:+0.8;Size:+0.4;Momentum:-1.0;LowVol:0.0 | null | 7 | 30 | 5.1 | trailing 9% | 132 | 25.9 | Volatile | 31.9 | 4.45 | 3.4 | 142 | 24 | 75 | 87 | true | Rebalance | Rebalance back to target bands | 23 | -7 | BrokerA | LMT | 90 | VAR>budget | Hedge | Risk above budget threshold | 10 | 7 | 89 | 4 | false | Within IPS guidelines |
P1528 | Systematic | 401k | USD | 2025-11-10 | 1,032,798 | 47,974 | 984,824 | 1 | 59.1 | 32.2 | 0 | 8.7 | AMZN:13.3%;BND:22.2%;MUB:22.2%;AAPL:22.2%;HYG:20.1% | US:69.7;EU:6.6;APAC:12.6;EM:5.6;Other:5.6 | Value:+0.3;Growth:+0.7;Quality:+0.6;Size:-0.5;Momentum:-0.5;LowVol:0.0 | null | 6 | 35 | 5.1 | hard 12% | 126 | 22.4 | Bull | 12.5 | 4.92 | 3.4 | 81 | 26 | 76 | 31 | false | Rebalance | Shift +1% to bonds from equity | 34 | -21 | BrokerA | MKT | 96 | null | null | Normal monitoring | -42 | 12 | 8 | 4 | false | Increase defensive factor exposure |
P1529 | Systematic | IRA | USD | 2025-11-29 | 1,239,761 | 92,376 | 1,147,385 | 1 | 66.8 | 26.4 | 0.1 | 6.7 | MUB:16.6%;VOO:23.8%;HYG:23.0%;IEF:12.8%;GLD:23.8% | US:66.2;EU:13.1;APAC:12.8;EM:5.6;Other:2.3 | Value:+0.4;Growth:+0.4;Quality:-0.2;Size:+0.4;Momentum:+0.9;LowVol:+0.7 | NoDerivatives | 5 | 35 | 4.4 | hard 12% | 190 | 23.3 | Sideways | 14.9 | 4.62 | 3.3 | 117 | 33 | 53 | 49 | false | Sell | Trim extended winner -1% | 2 | -10 | BrokerA | LMT | 95 | null | null | Normal monitoring | 43 | -33 | 7 | 4 | false | Monitor dispersion and breadth |
P1530 | Active | 401k | USD | 2025-02-14 | 1,929,919 | 175,624 | 1,754,295 | 1.1 | 69.8 | 20.8 | 1.8 | 7.7 | HYG:37.7%;IEF:24.6%;GLD:37.7% | US:64.9;EU:14.1;APAC:10.3;EM:9.0;Other:1.7 | Value:+0.1;Growth:-0.1;Quality:-1.0;Size:-0.7;Momentum:-0.3;LowVol:-0.6 | MaxPos5%;NoDerivatives | 10 | 35 | 4.7 | hard 12% | 195 | 27.4 | Bull | 16.6 | 4.03 | 2.2 | 79 | 8 | 61 | 48 | false | Rebalance | Shift +1% to bonds from equity | 10 | -38 | BrokerD | MKT | 91 | null | null | Normal monitoring | -32 | -14 | -6 | 3 | false | Monitor dispersion and breadth |
P1531 | Cautious | 401k | USD | 2025-04-24 | 458,629 | 67,964 | 390,665 | 1 | 39 | 38.4 | 7.2 | 15.4 | AMZN:19.6%;TLT:21.3%;QQQ:17.5%;TSLA:21.3%;XLF:20.3% | US:62.6;EU:16.1;APAC:13.0;EM:5.4;Other:3.0 | Value:-0.9;Growth:-1.0;Quality:-0.9;Size:-0.7;Momentum:-0.9;LowVol:-0.6 | MaxPos7%;NoMargin | 7 | 25 | 5.2 | trailing 8% | 163 | 12.6 | Volatile | 27.2 | 4.59 | 3.7 | 139 | 5 | 52 | 47 | true | Hedge | Buy index puts 1% notional | -12 | -1 | BrokerC | VWAP | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -53 | -33 | 28 | 2 | false | Increase defensive factor exposure |
P1532 | Cautious | IRA | USD | 2025-01-22 | 505,454 | 58,330 | 447,124 | 1 | 37.8 | 39.2 | 11.3 | 11.8 | VNQ:16.7%;BRK.B:11.6%;VTI:23.9%;AMZN:23.9%;TLT:23.9% | US:66.8;EU:6.2;APAC:13.1;EM:9.0;Other:4.9 | Value:-0.6;Growth:+0.9;Quality:+0.6;Size:+0.6;Momentum:+0.5;LowVol:-0.9 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 4.1 | hard 10% | 159 | 17.7 | Bull | 13.1 | 4.97 | 2.6 | 100 | 90 | 90 | 21 | true | Hedge | Buy index puts 1% notional | 14 | -37 | BrokerC | LMT | 88 | VAR>budget | Reduce | Risk above budget threshold | 29 | -40 | 141 | 4 | true | Tighten stops on momentum names |
P1533 | Cautious | Taxable | USD | 2025-02-13 | 512,206 | 50,415 | 461,791 | 1 | 40.2 | 43.6 | 3.9 | 12.3 | IEF:38.5%;MSFT:23.0%;VTI:38.5% | US:63.9;EU:9.7;APAC:16.9;EM:7.1;Other:2.4 | Value:-0.9;Growth:+0.7;Quality:+0.8;Size:-0.4;Momentum:-0.9;LowVol:+0.4 | ESGOnly;NoMargin | 5 | 25 | 4.4 | trailing 10% | 91 | 14.5 | Bull | 15.2 | 4.08 | 2.9 | 94 | 1 | 54 | 42 | false | Sell | Trim extended winner -1% | 17 | -26 | BrokerC | LMT | 88 | null | null | Normal monitoring | 40 | -44 | 173 | 3 | false | Tighten stops on momentum names |
P1534 | Opportunistic | Taxable | USD | 2025-09-09 | 728,671 | 64,258 | 664,413 | 1 | 64.7 | 15.9 | 13.3 | 6 | MUB:27.7%;IEF:20.5%;TSLA:27.7%;AAPL:24.1% | US:69.8;EU:7.7;APAC:14.1;EM:5.5;Other:2.9 | Value:-0.3;Growth:-0.4;Quality:+0.7;Size:-0.1;Momentum:+0.4;LowVol:+0.9 | MaxPos8% | 6 | 35 | 4.4 | trailing 9% | 205 | 33.5 | Bull | 13.3 | 3.74 | 2.5 | 100 | 23 | 70 | 46 | false | Hedge | Add TLT +1% as duration hedge | 9 | 2 | BrokerC | LMT | 93 | null | null | Normal monitoring | 64 | -8 | 39 | 4 | false | Tighten stops on momentum names |
P1535 | Systematic | Roth | USD | 2025-06-01 | 1,995,415 | 193,951 | 1,801,464 | 1 | 59.5 | 31.7 | 0 | 8.8 | VTI:28.3%;IEF:28.3%;AMZN:28.3%;GLD:15.2% | US:76.2;EU:8.0;APAC:7.2;EM:8.1;Other:0.5 | Value:+0.8;Growth:-0.1;Quality:+0.1;Size:+0.9;Momentum:+0.7;LowVol:+0.7 | MaxPos7% | 5 | 35 | 5 | trailing 9% | 227 | 19.7 | Bull | 14.8 | 3.86 | 2.5 | 77 | 17 | 59 | 47 | true | Rebalance | Rebalance back to target bands | 35 | -6 | BrokerD | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 35 | -54 | 80 | 3 | false | Monitor dispersion and breadth |
P1536 | Hands-off | 401k | USD | 2024-10-24 | 258,220 | 22,546 | 235,674 | 1 | 58.5 | 25.3 | 8.7 | 7.5 | VNQ:14.4%;QQQ:17.3%;MUB:20.5%;IEF:10.1%;BND:17.3%;VTI:20.5% | US:61.2;EU:18.2;APAC:12.4;EM:4.3;Other:3.9 | Value:-0.9;Growth:-0.5;Quality:+1.0;Size:+0.1;Momentum:-0.9;LowVol:+0.4 | ESGOnly | 7 | 30 | 5 | trailing 8% | 126 | 18.1 | Sideways | 21.9 | 4.72 | 3.1 | 100 | 57 | 67 | 62 | false | Rebalance | Shift +1% to bonds from equity | 0 | -8 | BrokerA | MKT | 95 | null | null | Normal monitoring | 112 | -28 | 238 | 4 | false | Tighten stops on momentum names |
P1537 | Opportunistic | Taxable | USD | 2025-10-09 | 1,555,719 | 48,841 | 1,506,878 | 1 | 68.5 | 10.8 | 14.7 | 6 | VOO:14.2%;AAPL:21.2%;TSLA:7.4%;XLF:21.2%;GLD:21.2%;BND:14.9% | US:67.3;EU:12.9;APAC:11.4;EM:8.3;Other:0.1 | Value:-0.6;Growth:+0.5;Quality:-0.4;Size:+0.1;Momentum:-0.3;LowVol:+0.5 | null | 5 | 35 | 6.4 | hard 12% | 256 | 23.4 | Bull | 13.9 | 3.93 | 3.1 | 109 | 47 | 71 | 39 | false | Rebalance | Shift +1% to bonds from equity | 26 | -4 | BrokerD | LMT | 85 | null | null | Normal monitoring | 105 | -46 | 103 | 3 | false | Increase defensive factor exposure |
P1538 | Active | IRA | USD | 2025-11-04 | 1,127,835 | 69,372 | 1,058,463 | 1 | 63.7 | 26.8 | 0 | 9.5 | VOO:19.4%;MUB:11.3%;AMZN:21.3%;VTI:21.3%;AAPL:13.4%;VNQ:13.4% | US:63.6;EU:11.4;APAC:14.0;EM:9.4;Other:1.6 | Value:+0.6;Growth:+0.5;Quality:-0.9;Size:+0.5;Momentum:-0.1;LowVol:+0.5 | null | 8 | 25 | 5 | hard 12% | 137 | 25.8 | Volatile | 24.8 | 4.38 | 3.1 | 139 | 31 | 66 | 67 | false | Buy | Add to core equity +1% | 20 | 2 | BrokerB | LMT | 89 | null | null | Normal monitoring | 13 | 1 | 151 | 3 | false | Tax-aware sells next window |
P1539 | Opportunistic | Taxable | USD | 2025-11-29 | 1,544,500 | 123,033 | 1,421,467 | 1 | 72.1 | 19.2 | 4.5 | 4.1 | VNQ:25.0%;VTI:25.0%;IEF:25.0%;TSLA:25.0% | US:58.1;EU:17.8;APAC:10.1;EM:10.7;Other:3.3 | Value:0.0;Growth:-0.2;Quality:+0.3;Size:+0.4;Momentum:-0.8;LowVol:-0.7 | MaxPos6%;NoDerivatives | 6 | 25 | 4.7 | hard 12% | 268 | 32.3 | Bull | 15.8 | 4.8 | 2.8 | 89 | 116 | 100 | 64 | false | Sell | Trim extended winner -1% | 23 | -31 | BrokerB | MKT | 90 | null | null | Normal monitoring | 53 | -42 | 49 | 5 | false | Within IPS guidelines |
P1540 | Opportunistic | Roth | USD | 2025-10-27 | 818,095 | 35,596 | 782,499 | 1 | 69.8 | 16.6 | 9.6 | 4 | VOO:27.2%;HYG:18.4%;BRK.B:27.2%;TSLA:27.2% | US:64.3;EU:17.2;APAC:12.2;EM:4.6;Other:1.7 | Value:+0.7;Growth:-0.9;Quality:-0.9;Size:-0.6;Momentum:+1.0;LowVol:-0.2 | null | 5 | 35 | 6.9 | hard 12% | 167 | 32.4 | Sideways | 21.2 | 4.15 | 3 | 136 | 0 | 51 | 67 | false | Buy | Add to core equity +1% | -12 | -29 | BrokerC | LMT | 96 | null | null | Normal monitoring | 61 | 2 | 100 | 5 | false | Tighten stops on momentum names |
P1541 | Active | 401k | USD | 2025-06-30 | 1,988,848 | 125,285 | 1,863,563 | 1 | 51.3 | 24.2 | 17.2 | 7.3 | BRK.B:22.4%;HYG:21.7%;GLD:22.4%;TLT:17.8%;AAPL:15.6% | US:68.1;EU:13.2;APAC:9.6;EM:5.4;Other:3.7 | Value:-0.1;Growth:-0.6;Quality:+0.8;Size:+0.2;Momentum:-0.4;LowVol:-0.5 | MaxPos7% | 5 | 25 | 4.3 | trailing 8% | 159 | 18.5 | Sideways | 18.5 | 4.46 | 3.1 | 109 | 22 | 48 | 48 | false | Rebalance | Shift +1% to bonds from equity | 2 | -36 | BrokerA | MKT | 94 | null | null | Normal monitoring | 19 | -55 | 148 | 3 | false | Tax-aware sells next window |
P1542 | Cautious | IRA | USD | 2024-11-16 | 257,101 | 29,198 | 227,903 | 1 | 51.3 | 33.8 | 0 | 14.9 | MUB:11.5%;AMZN:14.5%;MSFT:20.7%;XLF:20.7%;VNQ:12.0%;TSLA:20.7% | US:72.1;EU:10.6;APAC:8.0;EM:4.9;Other:4.5 | Value:+0.2;Growth:-0.8;Quality:+0.8;Size:-0.6;Momentum:+0.2;LowVol:-0.5 | MaxPos8%;NoDerivatives;NoMargin | 7 | 25 | 5.3 | hard 10% | 109 | 15 | Sideways | 15.6 | 3.78 | 3 | 139 | -26 | 41 | 34 | false | Hedge | Add TLT +1% as duration hedge | 24 | -13 | BrokerB | MKT | 95 | null | null | Normal monitoring | 54 | -26 | 20 | 3 | false | Increase defensive factor exposure |
P1543 | Hands-off | Trust | USD | 2025-07-14 | 864,011 | 60,268 | 803,743 | 1 | 61.4 | 26.6 | 5.5 | 6.5 | HYG:22.2%;QQQ:26.7%;TLT:26.7%;IEF:24.3% | US:66.4;EU:13.7;APAC:11.7;EM:6.9;Other:1.3 | Value:+0.7;Growth:+0.5;Quality:+0.7;Size:-0.7;Momentum:-0.4;LowVol:-0.0 | NoDerivatives | 8 | 35 | 3.3 | hard 10% | 135 | 14.7 | Sideways | 16.7 | 4.47 | 2.6 | 113 | 36 | 80 | 41 | false | Rebalance | Shift +1% to bonds from equity | 8 | 7 | BrokerA | LMT | 95 | null | null | Normal monitoring | -16 | 16 | 55 | 3 | false | Within IPS guidelines |
P1544 | Hands-off | Trust | USD | 2025-03-10 | 246,084 | 19,079 | 227,005 | 1 | 64.3 | 17.5 | 10.1 | 8.1 | TLT:19.5%;IEF:13.1%;VTI:15.5%;VNQ:25.9%;HYG:25.9% | US:75.8;EU:8.5;APAC:10.9;EM:4.4;Other:0.4 | Value:-0.0;Growth:+0.8;Quality:+0.3;Size:-0.2;Momentum:+0.5;LowVol:+0.7 | ESGOnly | 5 | 25 | 5.5 | trailing 8% | 130 | 12.1 | Bull | 16.7 | 3.51 | 2.2 | 89 | 97 | 100 | 54 | false | Rebalance | Shift +1% to bonds from equity | -15 | -35 | BrokerD | VWAP | 92 | null | null | Normal monitoring | -55 | 12 | 49 | 4 | false | Increase defensive factor exposure |
P1545 | Hands-off | Trust | USD | 2025-07-30 | 423,201 | 21,532 | 401,669 | 1 | 68.9 | 19.8 | 1.4 | 10 | VOO:33.3%;AAPL:33.3%;AMZN:33.3% | US:61.9;EU:19.2;APAC:5.3;EM:11.6;Other:2.1 | Value:-0.1;Growth:-0.3;Quality:0.0;Size:-0.4;Momentum:-0.3;LowVol:-0.7 | ESGOnly | 6 | 35 | 5.3 | hard 10% | 138 | 19.4 | Bull | 17.5 | 4.97 | 2.2 | 98 | 32 | 73 | 56 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | 8 | BrokerB | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 66 | 8 | 71 | 3 | false | Tighten stops on momentum names |
P1546 | Cautious | Roth | USD | 2025-02-05 | 255,581 | 30,302 | 225,279 | 1 | 45.4 | 33.3 | 6.9 | 14.4 | TLT:12.1%;MUB:10.2%;GLD:13.9%;VNQ:25.4%;XLF:25.4%;AMZN:13.0% | US:68.0;EU:11.0;APAC:11.3;EM:6.6;Other:3.0 | Value:-0.7;Growth:+0.9;Quality:-0.3;Size:-0.4;Momentum:-0.7;LowVol:+0.9 | ESGOnly;MaxPos6%;NoMargin | 5 | 30 | 3.6 | trailing 8% | 108 | 19.5 | Volatile | 31.3 | 4.21 | 2.3 | 180 | 16 | 71 | 60 | false | Buy | Add to core equity +1% | -15 | 3 | BrokerB | VWAP | 96 | null | null | Normal monitoring | 101 | -23 | 180 | 4 | false | Increase defensive factor exposure |
P1547 | Active | IRA | USD | 2025-03-30 | 649,490 | 69,015 | 580,475 | 1 | 56.2 | 24.8 | 13.6 | 5.3 | IEF:31.6%;BND:34.2%;TSLA:34.2% | US:68.8;EU:10.3;APAC:10.6;EM:7.3;Other:3.0 | Value:+0.7;Growth:-0.8;Quality:+0.8;Size:+0.6;Momentum:-0.8;LowVol:+0.4 | null | 8 | 30 | 5.1 | trailing 9% | 230 | 27.3 | Volatile | 28.8 | 5.24 | 3 | 174 | -29 | 24 | 63 | false | Sell | Trim extended winner -1% | 25 | -29 | BrokerC | LMT | 95 | null | null | Normal monitoring | -16 | -51 | -10 | 3 | false | Tighten stops on momentum names |
P1548 | Opportunistic | 401k | USD | 2025-12-04 | 756,571 | 35,149 | 721,422 | 1 | 61.5 | 10.6 | 21.8 | 6.1 | TSLA:25.0%;IEF:25.0%;QQQ:25.0%;BND:25.0% | US:64.5;EU:18.9;APAC:6.3;EM:8.0;Other:2.3 | Value:+0.8;Growth:+0.1;Quality:-0.1;Size:-0.4;Momentum:-0.6;LowVol:+0.1 | MaxPos6% | 7 | 35 | 4.8 | hard 12% | 198 | 21.6 | Volatile | 28.7 | 3.62 | 4.2 | 135 | -29 | 41 | 71 | true | Hedge | Buy index puts 1% notional | 21 | -35 | BrokerC | LMT | 100 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 14 | 19 | 61 | 2 | false | Tax-aware sells next window |
P1549 | Active | IRA | USD | 2025-11-01 | 1,083,193 | 120,305 | 962,888 | 1 | 58.5 | 22.8 | 9.8 | 8.9 | BRK.B:28.8%;QQQ:28.8%;VTI:28.8%;AMZN:13.5% | US:72.8;EU:8.4;APAC:5.9;EM:12.0;Other:0.9 | Value:+0.2;Growth:-0.8;Quality:+1.0;Size:+0.3;Momentum:+0.3;LowVol:-0.1 | MaxPos8%;NoDerivatives | 5 | 30 | 4.7 | trailing 8% | 218 | 26.1 | Bull | 17.3 | 3.68 | 2.2 | 114 | 0 | 44 | 48 | false | Rebalance | Shift +1% to bonds from equity | 12 | -22 | BrokerD | MKT | 87 | null | null | Normal monitoring | -10 | 10 | 16 | 4 | false | Increase defensive factor exposure |
P1550 | Systematic | Trust | USD | 2024-08-23 | 408,834 | 40,479 | 368,355 | 1 | 62.3 | 29.3 | 0 | 8.4 | QQQ:26.3%;AAPL:26.3%;AMZN:26.3%;TLT:21.1% | US:65.1;EU:15.9;APAC:9.2;EM:5.1;Other:4.7 | Value:+0.2;Growth:+0.1;Quality:-0.5;Size:-0.5;Momentum:-0.3;LowVol:-0.8 | MaxPos5% | 5 | 35 | 4.9 | hard 12% | 176 | 17.4 | Volatile | 31.5 | 4.72 | 2 | 164 | 27 | 52 | 80 | true | Hedge | Buy index puts 1% notional | -3 | -28 | BrokerB | MKT | 94 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -9 | -30 | -1 | 5 | false | Tax-aware sells next window |
P1551 | Hands-off | IRA | USD | 2024-09-21 | 822,623 | 51,404 | 771,219 | 1 | 57.5 | 29.5 | 7.2 | 5.8 | VTI:15.5%;VNQ:28.2%;TSLA:28.2%;AMZN:28.2% | US:70.7;EU:8.9;APAC:12.0;EM:6.5;Other:1.9 | Value:-0.0;Growth:+0.3;Quality:-0.8;Size:+0.8;Momentum:-0.9;LowVol:+0.2 | ESGOnly;NoDerivatives | 10 | 35 | 4.4 | hard 10% | 102 | 12.9 | Volatile | 26.2 | 3.9 | 3.1 | 155 | 43 | 84 | 63 | false | Sell | Trim extended winner -1% | -12 | -15 | BrokerA | LMT | 98 | null | null | Normal monitoring | -8 | -6 | 38 | 3 | false | Monitor dispersion and breadth |
P1552 | Cautious | IRA | USD | 2025-04-14 | 310,356 | 43,930 | 266,426 | 1 | 51 | 33.2 | 5.1 | 10.8 | IEF:14.7%;AMZN:20.3%;XLF:16.3%;HYG:20.3%;VOO:20.3%;GLD:8.0% | US:66.8;EU:16.5;APAC:10.7;EM:5.5;Other:0.4 | Value:+0.7;Growth:+0.6;Quality:+0.1;Size:-0.8;Momentum:-0.8;LowVol:0.0 | MaxPos6%;NoDerivatives;NoMargin | 7 | 25 | 5.1 | trailing 10% | 162 | 17.9 | Volatile | 21.6 | 4.04 | 4.4 | 150 | 72 | 88 | 49 | false | Rebalance | Shift +1% to bonds from equity | -10 | -32 | BrokerB | LMT | 97 | null | null | Normal monitoring | 23 | -42 | 88 | 3 | false | Tax-aware sells next window |
P1553 | Hands-off | IRA | USD | 2024-12-07 | 219,606 | 18,041 | 201,565 | 1 | 57.5 | 29.3 | 5.3 | 8 | AMZN:33.3%;QQQ:33.3%;BRK.B:33.3% | US:61.9;EU:12.4;APAC:14.0;EM:10.6;Other:1.0 | Value:-0.4;Growth:-0.3;Quality:+0.7;Size:+0.4;Momentum:+0.9;LowVol:+0.5 | ESGOnly;MaxPos7% | 6 | 25 | 4.4 | hard 10% | 159 | 13.1 | Volatile | 27.3 | 4.51 | 2.7 | 158 | 34 | 73 | 59 | false | Buy | Add to core equity +1% | 5 | -33 | BrokerD | VWAP | 96 | null | null | Normal monitoring | 3 | -32 | -33 | 5 | false | Increase defensive factor exposure |
P1554 | Hands-off | IRA | USD | 2024-07-06 | 584,406 | 27,137 | 557,269 | 1 | 66.7 | 20.1 | 7.7 | 5.5 | TSLA:18.4%;MSFT:21.9%;GLD:21.9%;QQQ:16.4%;TLT:21.3% | US:61.5;EU:14.5;APAC:11.7;EM:11.9;Other:0.4 | Value:+0.7;Growth:+0.1;Quality:-0.7;Size:+0.4;Momentum:+0.8;LowVol:+0.1 | ESGOnly | 5 | 30 | 5.6 | trailing 8% | 170 | 18.5 | Bear | 34.2 | 4.1 | 1.4 | 218 | -117 | 5 | 96 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | 2 | BrokerD | MKT | 100 | VAR>budget | Hedge | Risk above budget threshold | -23 | 15 | 2 | 5 | false | Increase defensive factor exposure |
P1555 | Opportunistic | Roth | USD | 2024-10-28 | 1,707,218 | 75,824 | 1,631,394 | 1 | 61.5 | 21 | 10.3 | 7.1 | AMZN:33.3%;TSLA:33.3%;AAPL:33.3% | US:70.0;EU:14.8;APAC:7.4;EM:7.3;Other:0.5 | Value:-0.8;Growth:+0.2;Quality:-0.4;Size:-0.5;Momentum:+0.6;LowVol:+0.4 | MaxPos6%;NoDerivatives | 5 | 35 | 5.2 | trailing 9% | 166 | 27.9 | Bull | 14.8 | 4.63 | 3.2 | 72 | 66 | 76 | 43 | false | Sell | Trim extended winner -1% | -10 | -11 | BrokerB | LMT | 87 | null | null | Normal monitoring | 103 | -30 | 75 | 3 | false | Within IPS guidelines |
P1556 | Cautious | 401k | USD | 2025-10-09 | 188,401 | 24,009 | 164,392 | 1 | 40.2 | 39.8 | 3 | 17 | HYG:25.0%;IEF:25.0%;BND:25.0%;TSLA:25.0% | US:68.9;EU:7.1;APAC:13.5;EM:7.1;Other:3.4 | Value:-0.8;Growth:+0.7;Quality:-0.2;Size:+0.4;Momentum:+0.5;LowVol:-0.1 | ESGOnly;NoMargin | 10 | 25 | 4.9 | trailing 8% | 152 | 15.1 | Bull | 13.8 | 3.52 | 2.9 | 105 | 42 | 73 | 28 | false | Buy | Add to core equity +1% | 34 | -24 | BrokerB | MKT | 85 | null | null | Normal monitoring | -60 | -12 | -73 | 4 | false | Tax-aware sells next window |
P1557 | Opportunistic | IRA | USD | 2025-11-09 | 876,079 | 69,748 | 806,331 | 1 | 67.5 | 18.5 | 7.4 | 6.5 | BND:13.3%;XLF:19.9%;AMZN:20.2%;GLD:13.6%;VOO:12.7%;HYG:20.2% | US:58.6;EU:16.9;APAC:14.2;EM:7.9;Other:2.3 | Value:+0.4;Growth:-0.8;Quality:-0.1;Size:+0.3;Momentum:-0.8;LowVol:+0.5 | NoDerivatives | 8 | 30 | 5.3 | hard 12% | 243 | 27.7 | Bull | 11.9 | 4.88 | 2 | 73 | 10 | 44 | 37 | false | Sell | Trim extended winner -1% | 1 | -9 | BrokerC | LMT | 93 | null | null | Normal monitoring | 104 | -6 | 113 | 4 | false | Within IPS guidelines |
P1558 | Active | Trust | USD | 2025-08-06 | 1,277,304 | 145,965 | 1,131,339 | 1 | 68.6 | 22 | 0 | 9.4 | TLT:22.4%;MSFT:26.1%;BRK.B:26.1%;AMZN:25.4% | US:70.7;EU:11.0;APAC:9.6;EM:4.2;Other:4.5 | Value:+0.5;Growth:+0.2;Quality:-0.6;Size:-0.1;Momentum:+0.1;LowVol:-0.6 | null | 5 | 30 | 5.8 | trailing 8% | 164 | 25.5 | Volatile | 29.2 | 4.46 | 3.8 | 154 | 11 | 57 | 73 | true | Rebalance | Rebalance back to target bands | 22 | -38 | BrokerB | VWAP | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -23 | -5 | 102 | 2 | false | Monitor dispersion and breadth |
P1559 | Systematic | Taxable | USD | 2024-07-25 | 744,547 | 46,786 | 697,761 | 1 | 64.7 | 22.1 | 7.3 | 5.9 | MUB:27.0%;GLD:27.0%;IEF:27.0%;VOO:19.1% | US:59.1;EU:16.3;APAC:15.9;EM:8.0;Other:0.7 | Value:+0.5;Growth:-0.8;Quality:+0.5;Size:+0.7;Momentum:-0.2;LowVol:+0.9 | MaxPos8% | 5 | 25 | 5.3 | trailing 9% | 137 | 25.5 | Bear | 31.9 | 3.29 | 1.1 | 171 | -7 | 60 | 90 | true | Rebalance | Rebalance back to target bands | 33 | -5 | BrokerB | MKT | 98 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -2 | -9 | 27 | 5 | false | Monitor dispersion and breadth |
P1560 | Hands-off | Taxable | USD | 2024-09-14 | 896,347 | 59,766 | 836,581 | 1 | 66.7 | 27.3 | 0 | 6 | VTI:20.2%;HYG:26.6%;BND:26.6%;TSLA:26.6% | US:75.3;EU:10.0;APAC:7.0;EM:4.7;Other:3.0 | Value:-0.7;Growth:-0.8;Quality:-0.4;Size:+0.4;Momentum:+0.6;LowVol:-0.7 | ESGOnly;MaxPos5%;NoDerivatives | 7 | 35 | 4.6 | hard 10% | 150 | 14.4 | Sideways | 20.1 | 4 | 3.2 | 111 | 6 | 44 | 60 | false | Hedge | Add TLT +1% as duration hedge | 14 | -12 | BrokerA | MKT | 94 | null | null | Normal monitoring | -33 | -41 | 56 | 5 | false | Increase defensive factor exposure |
P1561 | Active | Trust | USD | 2024-10-26 | 2,122,348 | 234,859 | 1,887,489 | 1 | 55.6 | 24.8 | 13 | 6.5 | QQQ:21.9%;VTI:21.9%;TLT:19.6%;MSFT:7.9%;IEF:21.9%;XLF:6.7% | US:80.3;EU:7.5;APAC:6.1;EM:3.6;Other:2.5 | Value:+0.3;Growth:+0.7;Quality:+0.5;Size:+0.1;Momentum:-0.9;LowVol:+0.2 | MaxPos7% | 7 | 35 | 5.7 | hard 12% | 218 | 26.3 | Sideways | 15.3 | 4.47 | 2.7 | 99 | -21 | 48 | 44 | false | Buy | Add to core equity +1% | 20 | -16 | BrokerA | MKT | 97 | null | null | Normal monitoring | -37 | -22 | -27 | 3 | false | Increase defensive factor exposure |
P1562 | Active | Taxable | USD | 2024-07-16 | 835,373 | 95,207 | 740,166 | 1 | 56.8 | 31.6 | 4.8 | 6.7 | VTI:19.0%;HYG:18.5%;IEF:21.0%;AMZN:6.1%;TLT:17.3%;BND:18.2% | US:71.6;EU:9.6;APAC:7.7;EM:10.9;Other:0.2 | Value:0.0;Growth:+0.1;Quality:-0.8;Size:+0.2;Momentum:+0.2;LowVol:-0.2 | MaxPos6%;NoDerivatives | 5 | 25 | 5.8 | trailing 9% | 174 | 24.8 | Volatile | 20.3 | 5.24 | 4.4 | 179 | 69 | 88 | 60 | false | Sell | Trim extended winner -1% | 4 | -35 | BrokerD | MKT | 95 | null | null | Normal monitoring | 38 | -17 | 34 | 3 | false | Tax-aware sells next window |
P1563 | Opportunistic | IRA | USD | 2025-02-03 | 997,552 | 34,093 | 963,459 | 1.21 | 63.3 | 21.6 | 10.2 | 5 | GLD:17.0%;XLF:10.3%;MSFT:24.2%;VTI:24.2%;AMZN:24.2% | US:77.5;EU:10.0;APAC:5.9;EM:5.0;Other:1.5 | Value:-0.5;Growth:+0.8;Quality:-0.4;Size:-1.0;Momentum:+0.8;LowVol:+0.2 | MaxPos8%;NoDerivatives | 6 | 30 | 6.2 | trailing 9% | 176 | 24.9 | Bull | 16.1 | 4.47 | 2.6 | 88 | 76 | 94 | 50 | false | Rebalance | Shift +1% to bonds from equity | 6 | -26 | BrokerD | LMT | 87 | null | null | Normal monitoring | 78 | -19 | 124 | 5 | false | Tighten stops on momentum names |
P1564 | Opportunistic | 401k | USD | 2025-07-14 | 1,115,983 | 33,908 | 1,082,075 | 1 | 72 | 14.3 | 7.9 | 5.7 | TSLA:14.2%;HYG:16.9%;TLT:21.7%;MUB:21.7%;VNQ:13.8%;AMZN:11.6% | US:70.2;EU:6.8;APAC:14.0;EM:4.2;Other:4.9 | Value:+1.0;Growth:-0.5;Quality:+0.6;Size:-0.3;Momentum:+1.0;LowVol:+0.2 | NoDerivatives | 5 | 35 | 5.8 | hard 12% | 256 | 29.8 | Sideways | 15.3 | 3.74 | 2.2 | 138 | 38 | 78 | 60 | true | Hedge | Buy index puts 1% notional | 8 | -13 | BrokerC | MKT | 92 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 38 | -10 | 164 | 4 | false | Within IPS guidelines |
P1565 | Hands-off | Roth | USD | 2024-12-27 | 317,481 | 27,977 | 289,504 | 1 | 58.6 | 23.5 | 11.9 | 6 | VOO:33.3%;BRK.B:33.3%;TLT:33.3% | US:72.1;EU:7.8;APAC:12.7;EM:6.7;Other:0.7 | Value:-0.3;Growth:+0.9;Quality:+0.7;Size:-0.1;Momentum:+0.1;LowVol:-0.5 | MaxPos8% | 7 | 25 | 4.5 | trailing 8% | 114 | 13.3 | Volatile | 31.4 | 3.69 | 2.1 | 173 | -39 | 41 | 76 | true | Rebalance | Rebalance back to target bands | 28 | -4 | BrokerA | LMT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 2 | -38 | 19 | 3 | false | Tax-aware sells next window |
P1566 | Cautious | Roth | USD | 2025-04-02 | 194,250 | 17,048 | 177,202 | 1 | 45.1 | 39.4 | 0 | 15.4 | IEF:33.3%;GLD:33.3%;BND:33.3% | US:62.8;EU:19.5;APAC:13.3;EM:3.8;Other:0.7 | Value:-0.6;Growth:+0.2;Quality:+0.2;Size:-0.7;Momentum:-0.6;LowVol:+0.1 | ESGOnly;NoMargin | 6 | 35 | 5.8 | hard 10% | 108 | 17.5 | Bull | 17.8 | 3.65 | 2.2 | 120 | 112 | 95 | 49 | false | Rebalance | Shift +1% to bonds from equity | 16 | -37 | BrokerC | MKT | 94 | null | null | Normal monitoring | 112 | -5 | 122 | 5 | false | Tax-aware sells next window |
P1567 | Hands-off | 401k | USD | 2024-08-12 | 232,181 | 19,982 | 212,199 | 1 | 67.8 | 20 | 2.6 | 9.5 | VOO:16.2%;BND:16.7%;XLF:22.7%;GLD:21.6%;VNQ:22.7% | US:67.8;EU:17.6;APAC:7.5;EM:6.3;Other:0.8 | Value:+0.1;Growth:+1.0;Quality:-0.3;Size:-0.9;Momentum:-0.9;LowVol:+0.5 | NoDerivatives | 10 | 25 | 3.3 | hard 10% | 128 | 14.9 | Volatile | 30.3 | 3.69 | 2.4 | 158 | 6 | 48 | 83 | true | Hedge | Buy index puts 1% notional | 25 | -3 | BrokerB | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -12 | -13 | 113 | 2 | false | Tax-aware sells next window |
P1568 | Opportunistic | Trust | USD | 2024-10-08 | 447,931 | 26,144 | 421,787 | 1 | 66.3 | 14.7 | 10.5 | 8.6 | VNQ:19.7%;MUB:21.0%;MSFT:21.0%;TSLA:19.8%;BND:7.6%;AMZN:10.8% | US:68.7;EU:15.1;APAC:7.9;EM:7.6;Other:0.7 | Value:+0.6;Growth:-0.2;Quality:+0.1;Size:+0.9;Momentum:+0.1;LowVol:+0.2 | MaxPos6% | 6 | 25 | 6.2 | trailing 9% | 264 | 24.9 | Sideways | 18.7 | 4.6 | 3.2 | 94 | 31 | 64 | 50 | false | Buy | Add to core equity +1% | 19 | -33 | BrokerD | MKT | 99 | null | null | Normal monitoring | 113 | -19 | 129 | 5 | false | Increase defensive factor exposure |
P1569 | Hands-off | 401k | USD | 2024-11-11 | 213,678 | 9,856 | 203,822 | 1 | 56.2 | 16.9 | 20.3 | 6.7 | QQQ:33.3%;VNQ:33.3%;AMZN:33.3% | US:68.1;EU:9.8;APAC:15.0;EM:3.5;Other:3.7 | Value:-1.0;Growth:-0.1;Quality:-0.4;Size:+0.1;Momentum:+0.3;LowVol:+1.0 | ESGOnly | 5 | 30 | 4.4 | trailing 8% | 131 | 15.9 | Bull | 11.4 | 4.04 | 2.8 | 97 | 16 | 43 | 37 | false | Buy | Add to core equity +1% | 9 | -4 | BrokerC | LMT | 99 | null | null | Normal monitoring | -53 | -7 | -33 | 3 | false | Tax-aware sells next window |
P1570 | Hands-off | 401k | USD | 2025-12-09 | 300,629 | 17,348 | 283,281 | 1 | 63.5 | 22.2 | 8.4 | 5.9 | TLT:25.9%;QQQ:22.4%;GLD:25.9%;VTI:25.9% | US:67.4;EU:13.4;APAC:11.7;EM:6.4;Other:1.1 | Value:-0.9;Growth:-0.3;Quality:+0.8;Size:-0.9;Momentum:-0.5;LowVol:-0.9 | NoDerivatives | 7 | 35 | 4.3 | trailing 8% | 112 | 20 | Volatile | 28.7 | 4.69 | 3.3 | 151 | -15 | 57 | 68 | false | NoAction | Within bands; monitor | 7 | -11 | BrokerD | MKT | 0 | null | null | Normal monitoring | -19 | 5 | -49 | 3 | false | Tighten stops on momentum names |
P1571 | Hands-off | Trust | USD | 2024-11-12 | 383,785 | 30,143 | 353,642 | 1 | 61.1 | 27.6 | 4.8 | 6.5 | IEF:33.6%;TLT:33.6%;AMZN:32.8% | US:67.3;EU:16.1;APAC:5.8;EM:8.0;Other:2.9 | Value:-0.4;Growth:+0.8;Quality:+0.5;Size:+0.5;Momentum:+0.3;LowVol:-0.4 | MaxPos5% | 5 | 25 | 5.3 | trailing 8% | 129 | 17.9 | Volatile | 23.7 | 3.57 | 4.5 | 170 | 48 | 68 | 64 | false | Rebalance | Shift +1% to bonds from equity | 19 | 8 | BrokerB | LMT | 92 | null | null | Normal monitoring | -15 | -46 | 91 | 4 | false | Tighten stops on momentum names |
P1572 | Hands-off | Roth | USD | 2024-11-17 | 439,793 | 43,727 | 396,066 | 1 | 57 | 15.9 | 18.9 | 8.3 | QQQ:26.7%;BND:19.9%;HYG:26.7%;XLF:26.7% | US:67.9;EU:15.8;APAC:7.9;EM:5.1;Other:3.3 | Value:-1.0;Growth:0.0;Quality:+0.7;Size:-0.7;Momentum:+0.4;LowVol:-0.9 | MaxPos5%;NoDerivatives | 5 | 35 | 4.3 | trailing 8% | 121 | 16.9 | Bull | 13.1 | 4.03 | 3.4 | 99 | 113 | 100 | 38 | false | Rebalance | Shift +1% to bonds from equity | -9 | -15 | BrokerB | VWAP | 99 | null | null | Normal monitoring | 118 | -54 | 95 | 4 | false | Within IPS guidelines |
P1573 | Cautious | Roth | USD | 2025-03-28 | 309,341 | 37,607 | 271,734 | 1 | 53.8 | 33.5 | 0 | 12.7 | HYG:21.0%;IEF:21.0%;VOO:16.3%;MUB:19.7%;MSFT:11.0%;TSLA:11.1% | US:61.7;EU:15.8;APAC:12.7;EM:6.8;Other:3.0 | Value:+0.2;Growth:-0.4;Quality:+0.9;Size:+0.9;Momentum:+0.6;LowVol:+0.3 | ESGOnly;MaxPos6%;NoMargin | 7 | 25 | 3.4 | hard 10% | 168 | 15.6 | Volatile | 30.1 | 4.81 | 3 | 136 | -35 | 41 | 80 | true | Hedge | Buy index puts 1% notional | -3 | 0 | BrokerC | VWAP | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 59 | -44 | 79 | 3 | false | Within IPS guidelines |
P1574 | Opportunistic | Roth | USD | 2025-07-20 | 625,117 | 23,682 | 601,435 | 1 | 74 | 18 | 0 | 8 | QQQ:14.3%;TLT:16.6%;MSFT:23.0%;GLD:23.0%;HYG:23.0% | US:69.8;EU:13.7;APAC:8.0;EM:8.0;Other:0.5 | Value:-0.3;Growth:-0.8;Quality:+0.8;Size:+0.1;Momentum:-1.0;LowVol:+0.6 | NoDerivatives | 10 | 25 | 5.8 | hard 12% | 205 | 20.7 | Sideways | 19.7 | 4.91 | 3.3 | 109 | 20 | 54 | 65 | false | Rebalance | Shift +1% to bonds from equity | 5 | -6 | BrokerA | LMT | 100 | null | null | Normal monitoring | -44 | 18 | -68 | 5 | false | Monitor dispersion and breadth |
P1575 | Systematic | Taxable | USD | 2024-09-26 | 1,833,506 | 94,710 | 1,738,796 | 1 | 60.7 | 30.3 | 3.1 | 5.9 | HYG:18.9%;XLF:27.0%;MSFT:27.0%;AAPL:27.0% | US:72.7;EU:11.3;APAC:6.9;EM:4.7;Other:4.4 | Value:+0.5;Growth:-0.4;Quality:+0.9;Size:-0.9;Momentum:+0.5;LowVol:+0.3 | null | 7 | 35 | 4.5 | hard 12% | 176 | 21.6 | Bull | 16.8 | 3.77 | 2.4 | 79 | 72 | 76 | 43 | false | Sell | Trim extended winner -1% | 13 | -13 | BrokerD | LMT | 90 | null | null | Normal monitoring | 108 | -21 | 130 | 5 | false | Increase defensive factor exposure |
P1576 | Active | IRA | USD | 2024-09-21 | 2,000,618 | 140,601 | 1,860,017 | 1 | 68.9 | 22.8 | 3.3 | 5 | AMZN:23.6%;BND:19.3%;IEF:23.6%;XLF:12.9%;VOO:20.6% | US:72.0;EU:9.9;APAC:5.4;EM:9.0;Other:3.8 | Value:-0.1;Growth:-0.3;Quality:+0.2;Size:+0.1;Momentum:-0.3;LowVol:-0.4 | NoDerivatives | 5 | 30 | 5.1 | trailing 8% | 129 | 22.7 | Bull | 15.1 | 4.81 | 2.5 | 107 | 16 | 59 | 45 | false | Sell | Trim extended winner -1% | -14 | -5 | BrokerB | MKT | 91 | null | null | Normal monitoring | -17 | -2 | -38 | 5 | false | Monitor dispersion and breadth |
P1577 | Systematic | IRA | USD | 2025-10-29 | 657,803 | 33,111 | 624,692 | 1 | 63.8 | 28.8 | 0.6 | 6.9 | XLF:20.3%;AAPL:15.8%;BRK.B:16.3%;VTI:15.4%;HYG:20.3%;AMZN:11.9% | US:63.0;EU:10.7;APAC:8.0;EM:13.8;Other:4.5 | Value:+0.8;Growth:+0.3;Quality:+0.7;Size:+0.8;Momentum:+0.7;LowVol:-0.4 | null | 7 | 25 | 4.8 | trailing 8% | 156 | 19.5 | Sideways | 18.4 | 4.7 | 2.9 | 113 | 55 | 90 | 55 | false | Buy | Add to core equity +1% | 35 | -4 | BrokerA | LMT | 90 | null | null | Normal monitoring | 34 | -8 | 152 | 5 | false | Increase defensive factor exposure |
P1578 | Hands-off | Roth | USD | 2024-12-18 | 355,164 | 20,615 | 334,549 | 1 | 56.1 | 29.7 | 4.5 | 9.7 | MSFT:16.1%;TLT:18.4%;VOO:16.2%;MUB:6.6%;TSLA:21.4%;BND:21.4% | US:68.2;EU:16.1;APAC:10.4;EM:5.1;Other:0.2 | Value:-0.4;Growth:+0.7;Quality:-0.9;Size:+0.3;Momentum:-0.0;LowVol:+1.0 | null | 6 | 25 | 5.6 | trailing 8% | 93 | 15.2 | Bear | 33.4 | 3.55 | 1.7 | 208 | -4 | 37 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 34 | 7 | BrokerD | VWAP | 85 | VAR>budget | Hedge | Risk above budget threshold | -44 | -35 | 52 | 2 | false | Tighten stops on momentum names |
P1579 | Cautious | 401k | USD | 2025-11-28 | 514,484 | 71,680 | 442,804 | 1 | 44.3 | 31.6 | 13 | 11 | TSLA:14.1%;AMZN:17.5%;XLF:16.2%;BND:20.5%;IEF:10.6%;MUB:21.2% | US:57.8;EU:17.7;APAC:12.0;EM:11.1;Other:1.4 | Value:-1.0;Growth:-0.2;Quality:+0.5;Size:-0.7;Momentum:+0.5;LowVol:+0.8 | ESGOnly;MaxPos7%;NoMargin | 5 | 25 | 3.9 | trailing 10% | 97 | 19.9 | Sideways | 18.1 | 3.51 | 2.4 | 138 | 5 | 39 | 47 | false | Sell | Trim extended winner -1% | 13 | -13 | BrokerC | LMT | 86 | null | null | Normal monitoring | -14 | -48 | 94 | 4 | false | Tax-aware sells next window |
P1580 | Hands-off | 401k | USD | 2025-10-04 | 734,821 | 69,566 | 665,255 | 1 | 60.7 | 15.8 | 14.1 | 9.4 | TLT:33.3%;BND:33.3%;MUB:33.3% | US:71.9;EU:12.1;APAC:8.2;EM:4.5;Other:3.3 | Value:+0.1;Growth:-0.8;Quality:-0.7;Size:-0.2;Momentum:+0.1;LowVol:+0.7 | MaxPos6% | 5 | 25 | 5.3 | trailing 8% | 144 | 14.6 | Volatile | 26.1 | 4.83 | 3.1 | 175 | -30 | 48 | 61 | false | Rebalance | Shift +1% to bonds from equity | 5 | -25 | BrokerA | MKT | 99 | null | null | Normal monitoring | 32 | -2 | 52 | 3 | false | Monitor dispersion and breadth |
P1581 | Opportunistic | IRA | USD | 2025-05-25 | 582,588 | 22,396 | 560,192 | 1 | 67 | 10.8 | 13.7 | 8.5 | BRK.B:16.3%;IEF:20.1%;AAPL:19.4%;MSFT:21.6%;AMZN:13.6%;VOO:9.0% | US:70.4;EU:9.7;APAC:10.1;EM:5.0;Other:4.7 | Value:-0.1;Growth:-0.2;Quality:-0.3;Size:-0.6;Momentum:+0.8;LowVol:-0.6 | MaxPos5% | 8 | 35 | 4.6 | hard 12% | 201 | 30.5 | Bull | 11.4 | 4 | 2.2 | 72 | 88 | 92 | 52 | false | Rebalance | Shift +1% to bonds from equity | -10 | 9 | BrokerC | MKT | 89 | null | null | Normal monitoring | 1 | -35 | 0 | 3 | false | Tax-aware sells next window |
P1582 | Hands-off | 401k | USD | 2025-07-27 | 648,286 | 53,807 | 594,479 | 1 | 71.8 | 17 | 3.9 | 7.3 | BND:23.4%;TSLA:8.5%;AMZN:23.4%;AAPL:21.4%;GLD:23.4% | US:59.1;EU:15.1;APAC:11.4;EM:12.8;Other:1.7 | Value:0.0;Growth:+1.0;Quality:-0.3;Size:+0.1;Momentum:+0.7;LowVol:+0.2 | null | 10 | 35 | 5.4 | trailing 8% | 161 | 13.1 | Sideways | 16.4 | 4.6 | 3.5 | 131 | 29 | 65 | 50 | false | Buy | Add to core equity +1% | -15 | -28 | BrokerD | VWAP | 96 | null | null | Normal monitoring | 41 | -8 | 51 | 4 | false | Monitor dispersion and breadth |
P1583 | Hands-off | 401k | USD | 2025-03-26 | 855,522 | 82,938 | 772,584 | 1 | 71.2 | 20.4 | 0 | 8.4 | MUB:19.8%;TSLA:14.6%;BRK.B:21.8%;XLF:21.8%;MSFT:21.8% | US:71.9;EU:10.3;APAC:8.4;EM:7.5;Other:1.9 | Value:-0.5;Growth:+0.9;Quality:0.0;Size:-0.2;Momentum:+0.8;LowVol:+0.8 | MaxPos7% | 5 | 30 | 3.6 | trailing 8% | 111 | 14.7 | Bull | 15.1 | 4.28 | 2.7 | 85 | 62 | 95 | 42 | true | Hedge | Buy index puts 1% notional | 7 | 3 | BrokerD | LMT | 98 | VAR>budget | Reduce | Risk above budget threshold | 23 | 18 | 102 | 4 | false | Tighten stops on momentum names |
P1584 | Hands-off | Roth | USD | 2025-02-05 | 398,994 | 16,583 | 382,411 | 1 | 66.2 | 20.9 | 4.3 | 8.5 | AMZN:24.0%;AAPL:24.0%;TSLA:9.4%;TLT:18.5%;BRK.B:24.0% | US:57.9;EU:17.8;APAC:14.0;EM:8.2;Other:2.2 | Value:-0.5;Growth:-0.3;Quality:+0.1;Size:-0.3;Momentum:-0.2;LowVol:+0.5 | ESGOnly;MaxPos5% | 8 | 35 | 4.7 | trailing 8% | 167 | 17.6 | Bull | 14.2 | 4.8 | 3.4 | 116 | 94 | 100 | 45 | false | NoAction | Within bands; monitor | -5 | 15 | BrokerA | LMT | 93 | null | null | Normal monitoring | 63 | 16 | 102 | 4 | false | Tighten stops on momentum names |
P1585 | Active | 401k | USD | 2025-08-05 | 1,590,531 | 131,924 | 1,458,607 | 1.06 | 54.3 | 24 | 16.4 | 5.3 | TSLA:17.9%;BND:26.3%;MUB:27.9%;IEF:27.9% | US:56.6;EU:22.0;APAC:11.8;EM:7.6;Other:2.1 | Value:+0.9;Growth:-0.7;Quality:+0.4;Size:+0.9;Momentum:-0.3;LowVol:+0.9 | MaxPos8% | 7 | 30 | 5.6 | trailing 9% | 160 | 19.1 | Bull | 12 | 3.57 | 3.3 | 92 | 113 | 100 | 43 | false | NoAction | Within bands; monitor | 23 | 1 | BrokerC | LMT | 86 | null | null | Normal monitoring | 50 | -57 | 175 | 4 | false | Tighten stops on momentum names |
P1586 | Hands-off | IRA | USD | 2025-08-15 | 788,922 | 77,588 | 711,334 | 1 | 68.5 | 23.6 | 0 | 7.8 | HYG:20.3%;IEF:20.6%;TLT:19.0%;VOO:19.7%;BRK.B:20.4% | US:70.3;EU:6.7;APAC:14.6;EM:6.3;Other:2.1 | Value:-0.1;Growth:-0.4;Quality:+0.5;Size:-0.5;Momentum:+0.9;LowVol:-0.9 | ESGOnly | 7 | 30 | 3.9 | trailing 8% | 105 | 16.3 | Bull | 13.3 | 4.43 | 3.1 | 120 | 116 | 100 | 46 | true | Rebalance | Rebalance back to target bands | 28 | 1 | BrokerD | VWAP | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 37 | 8 | 45 | 5 | true | Within IPS guidelines |
P1587 | Systematic | 401k | USD | 2025-12-25 | 1,521,428 | 113,434 | 1,407,994 | 1 | 62.6 | 30.5 | 0 | 6.9 | XLF:23.2%;IEF:19.5%;HYG:10.7%;VTI:23.2%;MUB:23.2% | US:63.6;EU:12.5;APAC:13.1;EM:8.1;Other:2.6 | Value:-0.4;Growth:-0.1;Quality:+0.3;Size:-0.4;Momentum:+0.4;LowVol:+0.2 | NoDerivatives | 6 | 30 | 5.2 | trailing 8% | 199 | 25.2 | Volatile | 24.1 | 5.09 | 3.3 | 126 | 43 | 68 | 71 | true | Hedge | Buy index puts 1% notional | 4 | -11 | BrokerB | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 29 | -56 | 65 | 4 | false | Increase defensive factor exposure |
P1588 | Cautious | Trust | USD | 2025-09-29 | 201,560 | 21,598 | 179,962 | 1 | 35.5 | 34.1 | 15.7 | 14.7 | BRK.B:33.3%;AAPL:33.3%;QQQ:33.3% | US:67.2;EU:12.1;APAC:12.4;EM:4.2;Other:4.1 | Value:-0.5;Growth:-0.6;Quality:-0.8;Size:-0.5;Momentum:+0.9;LowVol:-0.3 | MaxPos8%;NoMargin | 7 | 35 | 3.3 | trailing 8% | 91 | 13.1 | Bull | 17.7 | 4.89 | 2.4 | 78 | 6 | 67 | 41 | false | Sell | Trim extended winner -1% | 20 | 4 | BrokerD | LMT | 99 | null | null | Normal monitoring | 5 | 19 | -27 | 4 | false | Increase defensive factor exposure |
P1589 | Opportunistic | Roth | USD | 2025-08-03 | 1,538,438 | 124,257 | 1,414,181 | 1 | 64.8 | 15.8 | 13.5 | 6 | BRK.B:22.6%;TLT:25.8%;IEF:25.8%;GLD:25.8% | US:71.5;EU:9.9;APAC:8.5;EM:9.9;Other:0.3 | Value:+0.7;Growth:+0.5;Quality:+0.4;Size:+0.8;Momentum:-0.1;LowVol:-0.1 | null | 8 | 30 | 6.5 | hard 12% | 181 | 23.2 | Bull | 16.3 | 3.51 | 2.6 | 88 | 88 | 99 | 59 | false | Sell | Trim extended winner -1% | -6 | -10 | BrokerC | MKT | 85 | null | null | Normal monitoring | 51 | -28 | 14 | 4 | false | Within IPS guidelines |
P1590 | Cautious | IRA | USD | 2025-11-11 | 882,477 | 92,504 | 789,973 | 1 | 48 | 38 | 0 | 14 | TLT:20.4%;AAPL:20.4%;HYG:17.0%;QQQ:13.4%;IEF:20.4%;VOO:8.4% | US:66.8;EU:15.9;APAC:5.7;EM:8.4;Other:3.2 | Value:+0.8;Growth:-0.4;Quality:-0.2;Size:+0.9;Momentum:-0.0;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 7 | 35 | 3.8 | hard 10% | 133 | 16.2 | Bull | 14.1 | 4.41 | 2.3 | 101 | 31 | 64 | 47 | false | Rebalance | Shift +1% to bonds from equity | 31 | -30 | BrokerC | LMT | 96 | null | null | Normal monitoring | 63 | -44 | 117 | 5 | false | Tighten stops on momentum names |
P1591 | Active | IRA | USD | 2024-09-06 | 2,008,079 | 170,307 | 1,837,772 | 1 | 62.5 | 22.8 | 6.8 | 7.9 | BRK.B:25.7%;MUB:22.8%;XLF:25.7%;IEF:25.7% | US:63.7;EU:14.1;APAC:9.0;EM:10.6;Other:2.6 | Value:-0.0;Growth:+1.0;Quality:-0.1;Size:-0.2;Momentum:+0.4;LowVol:-1.0 | MaxPos7% | 6 | 25 | 4.1 | trailing 9% | 212 | 20.5 | Sideways | 20.5 | 3.89 | 3 | 135 | -8 | 39 | 53 | false | Rebalance | Shift +1% to bonds from equity | 25 | 0 | BrokerC | MKT | 90 | null | null | Normal monitoring | 78 | 1 | 41 | 3 | false | Tax-aware sells next window |
P1592 | Opportunistic | 401k | USD | 2025-09-08 | 1,331,052 | 76,922 | 1,254,130 | 1 | 75.6 | 11.3 | 7.5 | 5.6 | XLF:27.6%;TLT:27.6%;MSFT:27.6%;BRK.B:17.3% | US:59.7;EU:17.4;APAC:16.2;EM:6.6;Other:0.2 | Value:+0.8;Growth:+0.2;Quality:-0.7;Size:+0.3;Momentum:+0.8;LowVol:-0.1 | MaxPos6% | 6 | 35 | 6.8 | trailing 7% | 264 | 31.1 | Sideways | 15.9 | 4.08 | 3.5 | 94 | -5 | 37 | 63 | false | Buy | Add to core equity +1% | 11 | -18 | BrokerB | MKT | 98 | null | null | Normal monitoring | 55 | -24 | 164 | 5 | false | Monitor dispersion and breadth |
P1593 | Hands-off | Roth | USD | 2025-10-21 | 743,556 | 68,827 | 674,729 | 1 | 63.2 | 16.4 | 13.2 | 7.1 | TLT:16.8%;AAPL:27.7%;VOO:27.7%;VTI:27.7% | US:72.0;EU:6.4;APAC:11.6;EM:7.9;Other:2.1 | Value:-0.8;Growth:-0.4;Quality:-0.1;Size:-0.9;Momentum:+0.1;LowVol:-0.5 | ESGOnly | 6 | 25 | 4.2 | trailing 8% | 148 | 15.6 | Bull | 15.8 | 4.24 | 2.3 | 95 | 10 | 66 | 52 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | -34 | BrokerA | LMT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 25 | 2 | 134 | 2 | false | Tax-aware sells next window |
P1594 | Active | IRA | USD | 2024-09-08 | 516,489 | 57,731 | 458,758 | 1.14 | 59.6 | 29.1 | 4.8 | 6.6 | BRK.B:34.0%;TSLA:32.1%;XLF:34.0% | US:67.1;EU:16.5;APAC:11.7;EM:4.4;Other:0.2 | Value:-0.9;Growth:+0.2;Quality:+0.4;Size:-0.1;Momentum:+0.8;LowVol:+0.2 | MaxPos7%;NoDerivatives | 10 | 25 | 5.3 | trailing 9% | 216 | 20.1 | Volatile | 31.2 | 4.6 | 2.9 | 119 | -2 | 43 | 74 | true | Hedge | Buy index puts 1% notional | 9 | -31 | BrokerD | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 7 | -37 | 26 | 3 | false | Within IPS guidelines |
P1595 | Cautious | Trust | USD | 2025-04-13 | 366,116 | 31,125 | 334,991 | 1 | 44.4 | 32 | 11.2 | 12.4 | BND:25.9%;XLF:22.3%;QQQ:25.9%;BRK.B:25.9% | US:73.6;EU:5.5;APAC:11.9;EM:7.5;Other:1.4 | Value:-0.9;Growth:-0.0;Quality:+0.7;Size:-0.8;Momentum:-0.7;LowVol:+0.2 | NoMargin | 8 | 25 | 5.3 | trailing 8% | 125 | 13.8 | Bear | 26.8 | 4.26 | 1.5 | 197 | -79 | 15 | 56 | false | Buy | Add to core equity +1% | 14 | -33 | BrokerC | LMT | 86 | null | null | Normal monitoring | 104 | -45 | 71 | 3 | false | Tighten stops on momentum names |
P1596 | Systematic | Roth | USD | 2025-11-22 | 1,657,573 | 153,962 | 1,503,611 | 1 | 61.9 | 32.5 | 0 | 5.6 | HYG:15.0%;VTI:21.0%;MSFT:20.2%;GLD:21.9%;VOO:21.9% | US:66.2;EU:14.5;APAC:12.6;EM:3.9;Other:2.9 | Value:-1.0;Growth:+0.7;Quality:+0.7;Size:-0.8;Momentum:-0.4;LowVol:-0.7 | null | 6 | 30 | 5.1 | trailing 9% | 199 | 22.1 | Sideways | 14.1 | 3.77 | 2.5 | 122 | -9 | 46 | 50 | false | Rebalance | Shift +1% to bonds from equity | -1 | -3 | BrokerA | MKT | 93 | null | null | Normal monitoring | -30 | -55 | 21 | 3 | false | Within IPS guidelines |
P1597 | Hands-off | IRA | USD | 2024-12-20 | 361,190 | 26,024 | 335,166 | 1 | 65.6 | 23.5 | 3.6 | 7.3 | IEF:33.3%;XLF:33.3%;GLD:33.3% | US:64.9;EU:16.5;APAC:11.4;EM:5.1;Other:2.1 | Value:-0.6;Growth:+0.7;Quality:+0.8;Size:+0.4;Momentum:-0.0;LowVol:+0.8 | ESGOnly | 7 | 30 | 4.3 | trailing 10% | 127 | 15.6 | Sideways | 20.8 | 3.66 | 2 | 123 | 53 | 71 | 53 | false | Sell | Trim extended winner -1% | 4 | -19 | BrokerC | VWAP | 86 | null | null | Normal monitoring | -15 | -27 | 15 | 3 | false | Within IPS guidelines |
P1598 | Opportunistic | Taxable | USD | 2024-08-23 | 1,494,069 | 82,784 | 1,411,285 | 1 | 74.5 | 17.5 | 0 | 8 | MUB:33.3%;BRK.B:33.3%;AAPL:33.3% | US:73.7;EU:8.9;APAC:8.6;EM:5.9;Other:3.0 | Value:+0.8;Growth:-0.3;Quality:-0.8;Size:+0.7;Momentum:+0.7;LowVol:-0.6 | null | 5 | 25 | 5.5 | trailing 7% | 195 | 34.4 | Sideways | 14.2 | 4.68 | 2 | 138 | 48 | 75 | 51 | false | Buy | Add to core equity +1% | 20 | -25 | BrokerC | MKT | 90 | null | null | Normal monitoring | 4 | -18 | 139 | 3 | false | Tighten stops on momentum names |
P1599 | Systematic | Trust | USD | 2025-03-25 | 1,062,342 | 74,279 | 988,063 | 1 | 65 | 28 | 0 | 7 | XLF:33.3%;VOO:33.3%;MUB:33.3% | US:54.7;EU:21.3;APAC:13.0;EM:8.3;Other:2.7 | Value:-0.4;Growth:0.0;Quality:-0.0;Size:-0.9;Momentum:-0.9;LowVol:-0.5 | MaxPos6% | 7 | 35 | 5.6 | trailing 9% | 223 | 21.6 | Bull | 15.8 | 3.9 | 2.1 | 74 | 10 | 66 | 43 | false | Buy | Add to core equity +1% | -14 | 9 | BrokerC | VWAP | 93 | null | null | Normal monitoring | 120 | -30 | 113 | 4 | false | Tax-aware sells next window |
P1600 | Hands-off | Taxable | USD | 2024-12-10 | 419,912 | 19,712 | 400,200 | 1 | 66.2 | 27.5 | 1 | 5.4 | AAPL:23.0%;AMZN:25.7%;HYG:25.7%;XLF:25.7% | US:69.7;EU:17.5;APAC:6.4;EM:3.5;Other:2.8 | Value:-0.1;Growth:-0.5;Quality:-0.2;Size:0.0;Momentum:-0.6;LowVol:-0.7 | null | 5 | 30 | 3.5 | hard 10% | 154 | 19 | Volatile | 30 | 3.87 | 3.2 | 173 | -43 | 26 | 71 | true | Hedge | Buy index puts 1% notional | -14 | -21 | BrokerB | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -8 | -30 | 92 | 5 | true | Increase defensive factor exposure |
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