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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1701 | Systematic | 401k | USD | 2024-11-07 | 716,942 | 46,311 | 670,631 | 1 | 62.4 | 32.3 | 0 | 5.3 | TSLA:25.6%;VOO:23.2%;XLF:25.6%;VNQ:25.6% | US:70.5;EU:15.9;APAC:5.3;EM:3.5;Other:4.8 | Value:+0.5;Growth:+0.1;Quality:+0.4;Size:+0.2;Momentum:+0.4;LowVol:+0.9 | MaxPos6%;NoDerivatives | 8 | 35 | 4.6 | trailing 9% | 155 | 18.1 | Volatile | 20.2 | 4.33 | 3.8 | 141 | 6 | 46 | 63 | true | Reduce | Cut high-beta by 2-3%, add cash | 15 | -18 | BrokerA | MKT | 87 | VAR>budget | Pause | Risk above budget threshold | 91 | -6 | 127 | 3 | false | Monitor dispersion and breadth |
P1702 | Hands-off | 401k | USD | 2025-01-21 | 836,010 | 71,560 | 764,450 | 1 | 56.3 | 17.1 | 16.6 | 10 | XLF:27.8%;VNQ:27.8%;TLT:27.8%;AMZN:16.7% | US:77.1;EU:5.3;APAC:8.7;EM:6.5;Other:2.4 | Value:-0.7;Growth:-0.7;Quality:-0.2;Size:-0.3;Momentum:+0.9;LowVol:+0.8 | ESGOnly;NoDerivatives | 10 | 25 | 3.9 | hard 10% | 167 | 12.1 | Bull | 14.5 | 4.69 | 3.1 | 90 | 66 | 98 | 46 | false | Sell | Trim extended winner -1% | 23 | -4 | BrokerB | VWAP | 90 | null | null | Normal monitoring | 53 | -2 | 168 | 3 | false | Monitor dispersion and breadth |
P1703 | Systematic | Roth | USD | 2025-12-09 | 1,398,752 | 131,365 | 1,267,387 | 1 | 69.2 | 21.5 | 3.6 | 5.7 | QQQ:22.8%;TLT:17.2%;BRK.B:15.0%;MSFT:22.2%;AMZN:22.8% | US:68.0;EU:13.4;APAC:13.8;EM:4.1;Other:0.6 | Value:+0.5;Growth:-0.7;Quality:+0.9;Size:+0.4;Momentum:0.0;LowVol:+0.5 | null | 7 | 30 | 4.9 | trailing 9% | 188 | 16.7 | Bear | 33.3 | 3.25 | 1.6 | 160 | -27 | 27 | 84 | true | Rebalance | Rebalance back to target bands | 35 | 15 | BrokerD | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 16 | -15 | 59 | 2 | false | Increase defensive factor exposure |
P1704 | Cautious | Taxable | USD | 2025-03-26 | 259,142 | 35,448 | 223,694 | 1 | 43.7 | 42.5 | 0 | 13.9 | BRK.B:28.1%;BND:28.1%;TSLA:15.8%;GLD:28.1% | US:64.2;EU:11.4;APAC:12.4;EM:8.6;Other:3.4 | Value:+1.0;Growth:+0.5;Quality:-0.5;Size:-0.5;Momentum:+0.9;LowVol:-0.2 | ESGOnly;MaxPos8%;NoMargin | 7 | 30 | 5.3 | trailing 10% | 107 | 12.5 | Sideways | 18.3 | 4.44 | 2.4 | 91 | -14 | 38 | 42 | false | Buy | Add to core equity +1% | -1 | -10 | BrokerA | MKT | 93 | null | null | Normal monitoring | 20 | -32 | 121 | 3 | false | Monitor dispersion and breadth |
P1705 | Systematic | 401k | USD | 2024-07-06 | 1,398,264 | 58,721 | 1,339,543 | 1 | 62.2 | 21.3 | 8.7 | 7.8 | TSLA:18.4%;VNQ:21.5%;IEF:16.3%;HYG:10.5%;TLT:11.8%;XLF:21.5% | US:66.5;EU:15.1;APAC:11.0;EM:4.8;Other:2.6 | Value:+0.5;Growth:+0.7;Quality:-0.1;Size:-0.4;Momentum:-0.1;LowVol:+0.2 | MaxPos7% | 8 | 35 | 4 | trailing 8% | 129 | 23.6 | Bear | 22.5 | 4.35 | 1.4 | 172 | 17 | 47 | 65 | false | Buy | Add to core equity +1% | 18 | -25 | BrokerD | MKT | 99 | null | null | Normal monitoring | 22 | -32 | 100 | 4 | false | Tighten stops on momentum names |
P1706 | Opportunistic | Taxable | USD | 2025-04-28 | 869,460 | 70,889 | 798,571 | 1 | 63.1 | 15.6 | 15.3 | 5.9 | BRK.B:8.4%;TSLA:20.9%;BND:16.9%;QQQ:13.1%;IEF:20.9%;MUB:19.8% | US:64.9;EU:14.8;APAC:12.0;EM:5.8;Other:2.5 | Value:+0.5;Growth:+0.5;Quality:-0.1;Size:-0.7;Momentum:-0.8;LowVol:-0.4 | NoDerivatives | 5 | 25 | 6.2 | trailing 9% | 191 | 32.5 | Bull | 15.1 | 3.81 | 2.6 | 79 | 76 | 80 | 51 | false | Rebalance | Shift +1% to bonds from equity | 5 | -9 | BrokerB | VWAP | 90 | null | null | Normal monitoring | 115 | 0 | 158 | 3 | false | Tax-aware sells next window |
P1707 | Active | Taxable | USD | 2025-09-18 | 2,272,902 | 144,029 | 2,128,873 | 1 | 69.8 | 22.9 | 0.5 | 6.8 | BND:33.3%;IEF:33.3%;AMZN:33.3% | US:64.9;EU:12.8;APAC:9.5;EM:7.5;Other:5.3 | Value:+0.2;Growth:+0.4;Quality:+0.8;Size:-1.0;Momentum:-0.4;LowVol:+0.1 | MaxPos8% | 7 | 30 | 4.4 | trailing 9% | 193 | 23.3 | Volatile | 26.7 | 4.13 | 2.7 | 156 | -57 | 26 | 78 | true | Hedge | Buy index puts 1% notional | 14 | -39 | BrokerC | MKT | 96 | VAR>budget | TightenStops | Risk above budget threshold | 59 | 18 | 176 | 2 | false | Tax-aware sells next window |
P1708 | Active | IRA | USD | 2024-10-13 | 1,541,228 | 111,200 | 1,430,028 | 1 | 50.7 | 29 | 14.1 | 6.2 | BRK.B:25.0%;GLD:25.0%;XLF:25.0%;VTI:25.0% | US:71.1;EU:8.3;APAC:11.0;EM:4.6;Other:5.0 | Value:-0.8;Growth:+0.5;Quality:0.0;Size:-0.6;Momentum:+0.9;LowVol:-0.9 | MaxPos6% | 10 | 25 | 4.6 | trailing 8% | 167 | 26.4 | Volatile | 29.9 | 4.25 | 2.9 | 144 | 20 | 75 | 61 | false | Sell | Trim extended winner -1% | 12 | -24 | BrokerA | MKT | 92 | null | null | Normal monitoring | 76 | -60 | 58 | 5 | false | Monitor dispersion and breadth |
P1709 | Active | 401k | USD | 2025-09-25 | 845,845 | 60,943 | 784,902 | 1 | 54.8 | 24.7 | 13.8 | 6.7 | AMZN:29.2%;QQQ:29.2%;HYG:19.1%;VNQ:22.6% | US:74.9;EU:6.1;APAC:7.6;EM:9.0;Other:2.5 | Value:+0.4;Growth:-1.0;Quality:-0.0;Size:-0.8;Momentum:+0.2;LowVol:+0.8 | null | 6 | 35 | 5.8 | hard 12% | 162 | 25.5 | Bull | 16.9 | 4.93 | 3.1 | 105 | 50 | 60 | 50 | false | Rebalance | Shift +1% to bonds from equity | 2 | -11 | BrokerB | LMT | 96 | null | null | Normal monitoring | -18 | 2 | 67 | 4 | false | Tax-aware sells next window |
P1710 | Active | Roth | USD | 2024-11-01 | 2,131,770 | 235,518 | 1,896,252 | 1.21 | 54.1 | 20.8 | 19.9 | 5.3 | AAPL:13.9%;BRK.B:24.3%;AMZN:21.9%;MUB:26.4%;GLD:13.6% | US:80.4;EU:6.2;APAC:6.2;EM:7.1;Other:0.1 | Value:-0.5;Growth:-0.5;Quality:+0.8;Size:-0.3;Momentum:-0.6;LowVol:+1.0 | NoDerivatives | 8 | 25 | 5.4 | trailing 8% | 221 | 16.7 | Bull | 17.8 | 4.93 | 2.9 | 78 | 50 | 68 | 55 | false | Sell | Trim extended winner -1% | 20 | -23 | BrokerC | MKT | 90 | null | null | Normal monitoring | -39 | -22 | -7 | 3 | false | Within IPS guidelines |
P1711 | Opportunistic | Taxable | USD | 2024-09-04 | 1,047,533 | 81,726 | 965,807 | 1.23 | 66.8 | 11.7 | 15.5 | 6 | AAPL:20.4%;HYG:19.1%;QQQ:9.5%;BND:18.6%;TSLA:20.2%;VOO:12.2% | US:70.2;EU:9.0;APAC:10.3;EM:6.5;Other:4.1 | Value:-1.0;Growth:+0.7;Quality:+0.8;Size:-0.1;Momentum:-0.4;LowVol:-0.6 | NoDerivatives | 8 | 25 | 6.7 | trailing 7% | 196 | 33.1 | Sideways | 21.4 | 4.6 | 2.6 | 91 | 18 | 62 | 66 | false | Buy | Add to core equity +1% | 11 | -32 | BrokerD | LMT | 89 | null | null | Normal monitoring | 41 | -48 | 118 | 4 | false | Tax-aware sells next window |
P1712 | Cautious | Taxable | USD | 2025-07-27 | 654,126 | 75,129 | 578,997 | 1 | 44.4 | 38.3 | 1.8 | 15.6 | VOO:22.8%;TLT:11.7%;GLD:23.5%;VTI:23.5%;VNQ:18.6% | US:70.6;EU:16.1;APAC:5.7;EM:4.8;Other:2.8 | Value:0.0;Growth:+0.5;Quality:-0.3;Size:-0.9;Momentum:+0.9;LowVol:-0.4 | ESGOnly;NoMargin | 8 | 30 | 4.9 | trailing 8% | 104 | 17 | Sideways | 17.3 | 4.58 | 2.3 | 97 | 18 | 61 | 43 | false | NoAction | Within bands; monitor | 9 | -22 | BrokerA | MKT | 0 | null | null | Normal monitoring | -16 | -12 | 73 | 4 | false | Within IPS guidelines |
P1713 | Hands-off | IRA | USD | 2025-12-15 | 390,032 | 18,572 | 371,460 | 1 | 66.3 | 15.2 | 9.3 | 9.2 | VOO:27.0%;TLT:21.6%;IEF:24.3%;AMZN:27.0% | US:69.4;EU:12.0;APAC:7.2;EM:10.1;Other:1.3 | Value:-0.0;Growth:+0.8;Quality:-0.3;Size:-0.1;Momentum:0.0;LowVol:+0.6 | MaxPos6% | 8 | 25 | 5.1 | hard 10% | 135 | 17.4 | Volatile | 30.1 | 4.94 | 2.3 | 122 | -7 | 39 | 75 | true | Rebalance | Rebalance back to target bands | -1 | -20 | BrokerB | LMT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 99 | 19 | 204 | 3 | false | Increase defensive factor exposure |
P1714 | Systematic | Trust | USD | 2024-10-20 | 855,962 | 61,255 | 794,707 | 1 | 67.7 | 24.3 | 0 | 8.1 | VOO:17.3%;VTI:21.0%;AAPL:18.7%;VNQ:11.4%;MUB:21.2%;MSFT:10.3% | US:67.4;EU:8.3;APAC:10.3;EM:13.0;Other:1.0 | Value:-0.5;Growth:-0.8;Quality:+0.6;Size:-0.5;Momentum:-0.6;LowVol:+0.9 | null | 5 | 25 | 4.6 | trailing 9% | 145 | 24.4 | Volatile | 24 | 4.12 | 2.3 | 176 | 14 | 52 | 65 | false | Buy | Add to core equity +1% | 13 | -34 | BrokerA | VWAP | 88 | null | null | Normal monitoring | -17 | -18 | -32 | 3 | false | Tax-aware sells next window |
P1715 | Active | Roth | USD | 2025-09-26 | 2,474,944 | 224,300 | 2,250,644 | 1.2 | 58 | 19.6 | 14.8 | 7.6 | TLT:7.6%;VNQ:15.2%;XLF:19.3%;MUB:20.5%;VTI:16.8%;VOO:20.5% | US:65.8;EU:12.5;APAC:13.3;EM:7.2;Other:1.2 | Value:+0.7;Growth:+0.1;Quality:-0.3;Size:-0.9;Momentum:+0.3;LowVol:-0.2 | NoDerivatives | 8 | 35 | 5.6 | hard 12% | 227 | 21.6 | Bull | 17.3 | 4.81 | 2.4 | 75 | 18 | 69 | 41 | false | Hedge | Add TLT +1% as duration hedge | 18 | -1 | BrokerD | MKT | 85 | null | null | Normal monitoring | 10 | -48 | 39 | 5 | false | Within IPS guidelines |
P1716 | Cautious | Trust | USD | 2024-09-18 | 476,984 | 54,446 | 422,538 | 1 | 53.1 | 32.3 | 1.1 | 13.4 | MSFT:8.6%;XLF:23.4%;VTI:23.4%;VOO:23.4%;GLD:21.2% | US:68.7;EU:13.0;APAC:9.0;EM:9.1;Other:0.3 | Value:-0.5;Growth:+0.9;Quality:-0.5;Size:-1.0;Momentum:-0.1;LowVol:-0.8 | MaxPos5%;NoDerivatives;NoMargin | 6 | 35 | 5.8 | trailing 10% | 153 | 17.4 | Sideways | 14.3 | 4.71 | 3 | 132 | 60 | 77 | 45 | false | NoAction | Within bands; monitor | 25 | -7 | BrokerC | MKT | 0 | null | null | Normal monitoring | 30 | -14 | 107 | 3 | false | Monitor dispersion and breadth |
P1717 | Active | Trust | USD | 2024-08-17 | 1,483,779 | 133,350 | 1,350,429 | 1 | 64.4 | 26.5 | 0 | 9.1 | VTI:20.1%;IEF:15.3%;TSLA:15.7%;TLT:11.7%;MSFT:16.0%;QQQ:21.2% | US:69.7;EU:8.8;APAC:12.5;EM:6.0;Other:3.1 | Value:+0.3;Growth:-0.3;Quality:-0.6;Size:+0.9;Momentum:-0.1;LowVol:-0.6 | MaxPos7%;NoDerivatives | 7 | 25 | 5 | trailing 8% | 220 | 20.1 | Volatile | 27.8 | 5.33 | 2.9 | 156 | 33 | 59 | 66 | false | Sell | Trim extended winner -1% | 21 | -25 | BrokerB | VWAP | 93 | null | null | Normal monitoring | 4 | -22 | 136 | 5 | false | Tighten stops on momentum names |
P1718 | Opportunistic | Trust | USD | 2024-07-26 | 1,293,101 | 40,118 | 1,252,983 | 1 | 66.6 | 11.2 | 14.6 | 7.6 | VNQ:26.6%;TSLA:26.6%;QQQ:26.6%;AMZN:20.1% | US:72.4;EU:6.1;APAC:12.1;EM:7.3;Other:2.1 | Value:-0.6;Growth:-0.0;Quality:-0.9;Size:+0.7;Momentum:+0.2;LowVol:-0.7 | MaxPos5% | 6 | 35 | 4.6 | trailing 7% | 180 | 30.9 | Bull | 16.9 | 4.68 | 3.1 | 106 | 20 | 60 | 43 | false | Rebalance | Shift +1% to bonds from equity | 8 | -23 | BrokerB | LMT | 100 | null | null | Normal monitoring | -46 | -35 | 45 | 3 | false | Tax-aware sells next window |
P1719 | Cautious | IRA | USD | 2025-11-24 | 674,533 | 101,592 | 572,941 | 1 | 42.6 | 30.2 | 12.6 | 14.5 | AMZN:13.3%;MUB:17.4%;MSFT:19.1%;BND:9.2%;IEF:21.0%;TSLA:20.0% | US:62.1;EU:13.0;APAC:11.2;EM:12.0;Other:1.7 | Value:-0.8;Growth:-0.4;Quality:+0.6;Size:+0.1;Momentum:+0.1;LowVol:+0.2 | ESGOnly;MaxPos5%;NoMargin | 8 | 30 | 4.9 | trailing 8% | 114 | 15.8 | Volatile | 27.6 | 4.5 | 2.5 | 159 | 53 | 68 | 54 | false | Rebalance | Shift +1% to bonds from equity | 33 | -10 | BrokerD | LMT | 95 | null | null | Normal monitoring | 13 | -11 | -6 | 5 | false | Tax-aware sells next window |
P1720 | Cautious | Taxable | USD | 2025-07-14 | 409,265 | 65,207 | 344,058 | 1 | 45.4 | 37.4 | 5.9 | 11.3 | VNQ:33.5%;IEF:33.1%;AMZN:33.5% | US:73.0;EU:7.8;APAC:8.4;EM:10.8;Other:0.0 | Value:-0.2;Growth:-0.5;Quality:-0.2;Size:-1.0;Momentum:-0.3;LowVol:-0.2 | NoDerivatives;NoMargin | 7 | 30 | 5.2 | trailing 8% | 165 | 12.8 | Bull | 12.2 | 3.74 | 2.4 | 112 | 90 | 99 | 40 | false | Rebalance | Shift +1% to bonds from equity | 12 | 10 | BrokerA | LMT | 97 | null | null | Normal monitoring | -9 | -5 | -44 | 4 | false | Monitor dispersion and breadth |
P1721 | Cautious | 401k | USD | 2025-12-08 | 579,617 | 90,880 | 488,737 | 1 | 43 | 42.4 | 4.6 | 10.1 | HYG:15.7%;AAPL:10.3%;VNQ:19.1%;GLD:18.2%;IEF:19.2%;BND:17.5% | US:67.6;EU:12.5;APAC:6.1;EM:10.2;Other:3.6 | Value:-0.9;Growth:+0.1;Quality:+0.7;Size:+0.6;Momentum:-0.7;LowVol:-0.6 | MaxPos6%;NoDerivatives;NoMargin | 8 | 30 | 4.1 | trailing 8% | 115 | 16.1 | Volatile | 20.1 | 4.82 | 2.8 | 123 | -51 | 34 | 49 | false | Rebalance | Shift +1% to bonds from equity | 17 | -12 | BrokerA | MKT | 88 | null | null | Normal monitoring | 11 | -32 | 26 | 3 | false | Monitor dispersion and breadth |
P1722 | Hands-off | 401k | USD | 2025-04-05 | 694,025 | 34,453 | 659,572 | 1 | 65.9 | 25 | 0 | 9.1 | TSLA:18.3%;MUB:19.6%;VOO:17.7%;AAPL:5.6%;MSFT:18.7%;VNQ:20.1% | US:64.7;EU:14.7;APAC:12.0;EM:4.8;Other:3.8 | Value:+0.1;Growth:-0.9;Quality:+0.6;Size:-0.9;Momentum:-0.5;LowVol:-0.8 | ESGOnly | 6 | 35 | 3.4 | trailing 8% | 141 | 13 | Sideways | 21.4 | 3.94 | 2.8 | 105 | -21 | 40 | 71 | false | Sell | Trim extended winner -1% | 18 | 3 | BrokerB | MKT | 85 | null | null | Normal monitoring | -11 | -33 | -33 | 3 | false | Increase defensive factor exposure |
P1723 | Hands-off | 401k | USD | 2024-12-10 | 831,583 | 39,260 | 792,323 | 1 | 56.1 | 26.3 | 9.1 | 8.5 | IEF:18.7%;BRK.B:15.0%;AMZN:17.8%;GLD:15.8%;HYG:18.5%;AAPL:14.1% | US:64.5;EU:9.9;APAC:14.8;EM:10.2;Other:0.7 | Value:-0.7;Growth:-0.6;Quality:-0.7;Size:-0.3;Momentum:-0.2;LowVol:-0.7 | ESGOnly | 8 | 35 | 3.5 | trailing 8% | 162 | 15.1 | Sideways | 16.2 | 3.51 | 3 | 138 | 39 | 66 | 38 | false | Buy | Add to core equity +1% | -6 | -22 | BrokerC | LMT | 98 | null | null | Normal monitoring | 64 | -45 | 150 | 5 | false | Monitor dispersion and breadth |
P1724 | Active | Taxable | USD | 2024-07-24 | 2,202,156 | 251,197 | 1,950,959 | 1 | 57.9 | 28.6 | 6.5 | 7 | VTI:18.8%;GLD:31.7%;AAPL:31.7%;IEF:17.8% | US:64.1;EU:18.8;APAC:8.8;EM:3.3;Other:5.0 | Value:0.0;Growth:+0.9;Quality:+0.1;Size:+0.7;Momentum:-0.8;LowVol:-0.7 | MaxPos7% | 10 | 25 | 5.7 | trailing 8% | 224 | 26.5 | Bear | 25.9 | 4.19 | 2.3 | 209 | -33 | 18 | 63 | false | Rebalance | Shift +1% to bonds from equity | 24 | 3 | BrokerC | MKT | 94 | null | null | Normal monitoring | 87 | -35 | 180 | 3 | false | Tax-aware sells next window |
P1725 | Opportunistic | Trust | USD | 2025-10-20 | 1,313,028 | 59,376 | 1,253,652 | 1 | 63.4 | 12 | 18.6 | 6 | BND:33.3%;VOO:33.3%;IEF:33.3% | US:66.5;EU:7.6;APAC:7.9;EM:13.1;Other:4.9 | Value:+0.1;Growth:+0.2;Quality:-0.9;Size:-0.6;Momentum:-0.1;LowVol:+1.0 | null | 8 | 30 | 4.5 | hard 12% | 258 | 28 | Bull | 15.9 | 4.31 | 2.9 | 120 | 37 | 56 | 44 | false | Buy | Add to core equity +1% | -8 | -23 | BrokerA | MKT | 95 | null | null | Normal monitoring | -29 | 16 | 58 | 4 | false | Tighten stops on momentum names |
P1726 | Hands-off | Trust | USD | 2024-10-23 | 426,378 | 39,171 | 387,207 | 1 | 63.8 | 27.3 | 0 | 8.9 | TSLA:33.3%;AAPL:33.3%;HYG:33.3% | US:67.1;EU:14.3;APAC:7.1;EM:7.6;Other:3.8 | Value:+0.5;Growth:+0.3;Quality:-1.0;Size:-0.2;Momentum:-0.3;LowVol:+0.3 | ESGOnly | 10 | 25 | 3.1 | trailing 8% | 162 | 19.2 | Bull | 16 | 4.5 | 2.4 | 109 | 53 | 87 | 42 | false | NoAction | Within bands; monitor | 33 | -28 | BrokerD | MKT | 0 | null | null | Normal monitoring | -13 | 3 | 119 | 4 | false | Tighten stops on momentum names |
P1727 | Cautious | IRA | USD | 2024-08-10 | 429,863 | 64,886 | 364,977 | 1 | 47.5 | 37.9 | 3.7 | 10.9 | MUB:22.5%;MSFT:13.3%;QQQ:13.7%;AMZN:25.3%;VNQ:25.3% | US:68.9;EU:12.6;APAC:9.3;EM:7.6;Other:1.6 | Value:+0.2;Growth:+0.6;Quality:-0.9;Size:-0.6;Momentum:+0.6;LowVol:-0.9 | MaxPos5%;NoDerivatives;NoMargin | 5 | 30 | 3.8 | trailing 10% | 142 | 18.6 | Bear | 26 | 3.75 | 1.1 | 159 | -27 | 31 | 61 | false | Rebalance | Shift +1% to bonds from equity | 12 | -19 | BrokerC | MKT | 96 | null | null | Normal monitoring | 56 | -20 | 72 | 5 | false | Monitor dispersion and breadth |
P1728 | Hands-off | IRA | USD | 2025-11-25 | 600,275 | 59,594 | 540,681 | 1 | 74.8 | 15.6 | 3.9 | 5.7 | BRK.B:22.9%;VNQ:19.4%;HYG:28.9%;IEF:28.9% | US:66.3;EU:7.0;APAC:15.0;EM:10.6;Other:1.1 | Value:-0.7;Growth:0.0;Quality:-0.6;Size:+0.5;Momentum:-0.4;LowVol:-0.7 | MaxPos6% | 5 | 30 | 4.7 | trailing 8% | 142 | 19.5 | Bear | 24.1 | 3.36 | 2.9 | 200 | -2 | 53 | 78 | true | Hedge | Buy index puts 1% notional | -3 | 13 | BrokerD | LMT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -30 | -28 | 3 | 4 | false | Within IPS guidelines |
P1729 | Hands-off | Trust | USD | 2025-11-03 | 846,396 | 54,555 | 791,841 | 1 | 67.6 | 25.4 | 0 | 6.9 | VOO:14.9%;MSFT:24.2%;XLF:24.2%;BND:24.2%;HYG:12.5% | US:72.3;EU:6.8;APAC:8.8;EM:8.2;Other:3.9 | Value:-0.9;Growth:-0.8;Quality:+0.6;Size:+0.5;Momentum:-0.8;LowVol:+0.3 | null | 8 | 30 | 5.3 | trailing 8% | 124 | 17.9 | Volatile | 26.2 | 4.74 | 2.3 | 179 | 21 | 68 | 80 | true | Hedge | Buy index puts 1% notional | 15 | -24 | BrokerC | MKT | 98 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 37 | -19 | 142 | 3 | false | Within IPS guidelines |
P1730 | Hands-off | Roth | USD | 2025-02-22 | 549,871 | 25,176 | 524,695 | 1 | 57.8 | 23.4 | 12.4 | 6.3 | BND:17.5%;TLT:15.4%;HYG:18.5%;AAPL:19.5%;MUB:10.3%;MSFT:18.8% | US:70.8;EU:16.9;APAC:7.1;EM:3.8;Other:1.4 | Value:+0.8;Growth:+0.5;Quality:+0.7;Size:-0.9;Momentum:+0.7;LowVol:+0.6 | MaxPos8% | 8 | 30 | 3.4 | trailing 8% | 169 | 13.7 | Bull | 12.1 | 4.72 | 2.7 | 81 | 105 | 100 | 38 | false | Rebalance | Shift +1% to bonds from equity | 25 | -4 | BrokerB | LMT | 87 | null | null | Normal monitoring | -13 | -15 | 126 | 3 | false | Increase defensive factor exposure |
P1731 | Hands-off | 401k | USD | 2025-04-15 | 546,760 | 35,432 | 511,328 | 1 | 72.6 | 16.4 | 5.7 | 5.3 | MUB:19.9%;TLT:26.7%;BND:26.7%;XLF:26.7% | US:70.5;EU:6.7;APAC:11.9;EM:7.0;Other:3.8 | Value:-1.0;Growth:+0.2;Quality:+0.8;Size:-0.7;Momentum:-0.6;LowVol:+0.9 | ESGOnly | 7 | 25 | 4 | trailing 8% | 166 | 16.7 | Sideways | 14 | 4.79 | 2.9 | 110 | -12 | 41 | 61 | false | Hedge | Add TLT +1% as duration hedge | 16 | -15 | BrokerB | LMT | 93 | null | null | Normal monitoring | -59 | -53 | -14 | 3 | false | Increase defensive factor exposure |
P1732 | Hands-off | IRA | USD | 2024-07-07 | 356,774 | 28,399 | 328,375 | 1 | 66.6 | 24.9 | 0 | 8.6 | VTI:14.1%;TSLA:18.3%;GLD:16.6%;TLT:18.3%;AMZN:16.2%;IEF:16.6% | US:62.7;EU:20.4;APAC:6.2;EM:10.5;Other:0.2 | Value:-0.6;Growth:-0.7;Quality:+0.7;Size:+0.9;Momentum:+0.2;LowVol:+0.2 | ESGOnly | 5 | 35 | 3.7 | trailing 8% | 164 | 19.5 | Volatile | 22.5 | 4.97 | 2.1 | 159 | 77 | 99 | 68 | true | Rebalance | Rebalance back to target bands | 17 | 12 | BrokerB | MKT | 85 | VAR>budget | Hedge | Risk above budget threshold | 63 | 18 | 151 | 5 | false | Monitor dispersion and breadth |
P1733 | Cautious | Trust | USD | 2025-06-20 | 299,665 | 44,073 | 255,592 | 1 | 36.7 | 34.6 | 10.8 | 17.9 | TLT:25.8%;TSLA:25.8%;VTI:22.7%;GLD:25.8% | US:65.8;EU:18.7;APAC:7.8;EM:4.2;Other:3.5 | Value:+0.1;Growth:-0.7;Quality:-0.5;Size:-0.5;Momentum:-0.6;LowVol:+0.7 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 5 | 25 | 3.6 | trailing 8% | 98 | 13.9 | Bull | 11.7 | 4.58 | 2 | 110 | 82 | 79 | 35 | false | Rebalance | Shift +1% to bonds from equity | 20 | -34 | BrokerA | MKT | 87 | null | null | Normal monitoring | -8 | -43 | 45 | 3 | false | Within IPS guidelines |
P1734 | Systematic | Taxable | USD | 2025-07-14 | 1,152,227 | 69,015 | 1,083,212 | 1 | 55.8 | 27.9 | 10.4 | 5.9 | VNQ:16.3%;VOO:23.9%;BND:12.4%;QQQ:23.9%;GLD:23.6% | US:56.5;EU:16.9;APAC:12.0;EM:10.5;Other:4.0 | Value:-1.0;Growth:-0.2;Quality:-0.4;Size:-0.6;Momentum:-0.2;LowVol:-0.8 | null | 6 | 25 | 4.4 | hard 12% | 195 | 19.2 | Sideways | 20.4 | 4.52 | 3.1 | 90 | 39 | 81 | 55 | false | Sell | Trim extended winner -1% | 11 | -2 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 16 | -40 | 126 | 3 | false | Tighten stops on momentum names |
P1735 | Cautious | IRA | USD | 2024-10-10 | 886,097 | 81,782 | 804,315 | 1 | 42.3 | 32.8 | 10.2 | 14.7 | BND:21.3%;VNQ:6.8%;AMZN:21.8%;BRK.B:13.2%;HYG:15.1%;XLF:21.8% | US:65.3;EU:16.3;APAC:10.3;EM:7.7;Other:0.5 | Value:-0.3;Growth:-0.2;Quality:+0.4;Size:+0.4;Momentum:-0.6;LowVol:+0.2 | NoMargin | 8 | 30 | 3.4 | trailing 8% | 102 | 14.8 | Volatile | 24.1 | 3.78 | 4.3 | 160 | -60 | 33 | 53 | true | Hedge | Buy index puts 1% notional | 6 | 10 | BrokerD | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -25 | -2 | 114 | 3 | false | Within IPS guidelines |
P1736 | Hands-off | IRA | USD | 2025-06-12 | 873,066 | 61,947 | 811,119 | 1 | 60.8 | 21.3 | 10.1 | 7.7 | QQQ:25.2%;HYG:24.5%;GLD:25.2%;BND:25.2% | US:63.9;EU:12.8;APAC:14.2;EM:7.3;Other:1.8 | Value:+0.4;Growth:+0.1;Quality:-0.2;Size:+0.8;Momentum:+0.1;LowVol:+0.4 | ESGOnly | 8 | 30 | 5.2 | trailing 10% | 134 | 12.3 | Sideways | 18.5 | 3.54 | 3.4 | 131 | -17 | 39 | 43 | false | Rebalance | Shift +1% to bonds from equity | 21 | -29 | BrokerB | MKT | 94 | null | null | Normal monitoring | 50 | 10 | 60 | 4 | false | Monitor dispersion and breadth |
P1737 | Systematic | IRA | USD | 2024-08-03 | 1,664,655 | 153,311 | 1,511,344 | 1 | 55.2 | 27.1 | 8.4 | 9.4 | IEF:22.6%;TLT:22.6%;AAPL:22.6%;MUB:22.6%;QQQ:9.5% | US:64.0;EU:16.6;APAC:9.3;EM:7.8;Other:2.2 | Value:-0.5;Growth:-1.0;Quality:+1.0;Size:-0.7;Momentum:-0.6;LowVol:+0.3 | MaxPos6% | 8 | 30 | 4 | trailing 9% | 198 | 23.7 | Sideways | 15 | 4.9 | 3.3 | 120 | 52 | 71 | 48 | false | Hedge | Add TLT +1% as duration hedge | 1 | 13 | BrokerC | LMT | 97 | null | null | Normal monitoring | 67 | 10 | 61 | 3 | false | Tax-aware sells next window |
P1738 | Systematic | Taxable | USD | 2025-06-03 | 847,881 | 78,347 | 769,534 | 1 | 59.5 | 27.8 | 3.9 | 8.7 | AMZN:32.4%;AAPL:33.8%;VNQ:33.8% | US:63.8;EU:15.0;APAC:8.8;EM:8.1;Other:4.2 | Value:+0.8;Growth:-0.1;Quality:+0.8;Size:+0.6;Momentum:-0.2;LowVol:+0.6 | MaxPos5%;NoDerivatives | 6 | 25 | 5.4 | trailing 8% | 228 | 25.9 | Sideways | 15.4 | 3.96 | 3 | 105 | 0 | 43 | 41 | false | Sell | Trim extended winner -1% | 0 | -37 | BrokerD | LMT | 99 | null | null | Normal monitoring | 30 | 7 | 36 | 5 | false | Within IPS guidelines |
P1739 | Hands-off | Trust | USD | 2024-07-26 | 343,658 | 30,981 | 312,677 | 1 | 63.1 | 19.8 | 11.9 | 5.2 | VNQ:33.3%;TLT:33.3%;AMZN:33.3% | US:78.2;EU:7.0;APAC:8.8;EM:3.7;Other:2.3 | Value:+0.5;Growth:-0.4;Quality:-0.8;Size:+0.3;Momentum:-0.6;LowVol:+0.5 | MaxPos5% | 5 | 30 | 4 | hard 10% | 155 | 13.5 | Sideways | 17.3 | 4.14 | 2.9 | 126 | 26 | 49 | 49 | false | Sell | Trim extended winner -1% | 24 | -34 | BrokerA | MKT | 92 | null | null | Normal monitoring | 33 | -43 | 97 | 5 | false | Tax-aware sells next window |
P1740 | Systematic | 401k | USD | 2024-12-15 | 976,669 | 40,782 | 935,887 | 1 | 55.2 | 28.5 | 11.1 | 5.2 | VNQ:28.1%;TLT:36.0%;MSFT:36.0% | US:61.9;EU:18.7;APAC:14.0;EM:4.3;Other:1.1 | Value:+0.2;Growth:+0.3;Quality:+0.4;Size:-0.1;Momentum:-0.8;LowVol:-0.3 | null | 10 | 30 | 4.6 | hard 12% | 210 | 22.1 | Sideways | 18 | 4.47 | 3.5 | 139 | -8 | 51 | 49 | true | Hedge | Buy index puts 1% notional | -4 | -26 | BrokerB | LMT | 92 | VAR>budget | Hedge | Risk above budget threshold | 93 | -43 | 80 | 2 | false | Tax-aware sells next window |
P1741 | Systematic | Trust | USD | 2025-07-30 | 1,522,309 | 125,017 | 1,397,292 | 1 | 62.5 | 29.8 | 0 | 7.7 | MSFT:33.3%;VNQ:33.3%;IEF:33.3% | US:66.0;EU:8.2;APAC:17.2;EM:6.8;Other:1.8 | Value:+0.3;Growth:+0.8;Quality:+0.3;Size:-0.9;Momentum:0.0;LowVol:-0.4 | null | 8 | 30 | 4.4 | trailing 8% | 134 | 22.1 | Volatile | 22.1 | 3.76 | 2.3 | 165 | 60 | 77 | 66 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | -16 | BrokerD | LMT | 94 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 98 | -14 | 117 | 3 | false | Within IPS guidelines |
P1742 | Cautious | Trust | USD | 2025-10-16 | 409,481 | 47,707 | 361,774 | 1 | 36.1 | 32.8 | 19 | 12.1 | IEF:33.3%;AAPL:33.3%;HYG:33.3% | US:71.9;EU:13.0;APAC:8.3;EM:6.0;Other:0.9 | Value:+0.9;Growth:-0.2;Quality:-0.8;Size:+0.8;Momentum:-0.7;LowVol:+0.1 | ESGOnly;MaxPos5%;NoMargin | 5 | 25 | 4.5 | trailing 8% | 170 | 19.4 | Volatile | 26.4 | 5.2 | 3.7 | 154 | 60 | 67 | 49 | false | Rebalance | Shift +1% to bonds from equity | 23 | -15 | BrokerC | MKT | 88 | null | null | Normal monitoring | 53 | -10 | 107 | 3 | false | Increase defensive factor exposure |
P1743 | Active | Trust | USD | 2024-10-11 | 2,083,529 | 214,515 | 1,869,014 | 1 | 58.9 | 30.2 | 1.2 | 9.7 | VOO:22.1%;MSFT:20.1%;HYG:18.6%;AAPL:17.0%;BRK.B:22.1% | US:73.9;EU:5.8;APAC:13.3;EM:4.8;Other:2.2 | Value:-0.2;Growth:-0.5;Quality:+0.3;Size:+0.6;Momentum:-0.5;LowVol:+0.4 | null | 7 | 35 | 4.6 | hard 12% | 225 | 18.1 | Bull | 12.4 | 4.38 | 2.3 | 109 | 72 | 83 | 39 | false | Rebalance | Shift +1% to bonds from equity | -2 | 5 | BrokerB | LMT | 94 | null | null | Normal monitoring | 84 | -48 | 72 | 3 | false | Tax-aware sells next window |
P1744 | Opportunistic | Roth | USD | 2025-11-06 | 1,352,339 | 60,421 | 1,291,918 | 1 | 62.3 | 11.4 | 20.2 | 6 | AMZN:26.9%;VTI:23.4%;AAPL:26.9%;HYG:22.9% | US:68.1;EU:10.0;APAC:12.4;EM:9.3;Other:0.1 | Value:+0.6;Growth:-0.8;Quality:-0.7;Size:+0.3;Momentum:-0.2;LowVol:+0.1 | null | 6 | 25 | 5.5 | hard 12% | 178 | 21.8 | Sideways | 19.2 | 4.66 | 3.4 | 122 | -24 | 50 | 65 | false | Rebalance | Shift +1% to bonds from equity | 8 | -40 | BrokerB | LMT | 91 | null | null | Normal monitoring | 71 | -31 | 99 | 3 | false | Tighten stops on momentum names |
P1745 | Hands-off | Roth | USD | 2025-04-14 | 635,388 | 44,075 | 591,313 | 1 | 64.3 | 27.5 | 0 | 8.2 | TSLA:28.2%;VOO:28.2%;XLF:28.2%;BND:15.4% | US:68.5;EU:6.7;APAC:6.6;EM:13.0;Other:5.1 | Value:-0.5;Growth:-0.7;Quality:-0.6;Size:-0.1;Momentum:-0.9;LowVol:-0.8 | null | 7 | 35 | 4.9 | trailing 8% | 147 | 18.4 | Bull | 14.8 | 3.99 | 3.4 | 116 | 94 | 94 | 51 | false | Hedge | Add TLT +1% as duration hedge | -11 | -3 | BrokerD | LMT | 93 | null | null | Normal monitoring | 70 | -54 | 161 | 5 | false | Within IPS guidelines |
P1746 | Active | Roth | USD | 2024-07-29 | 567,379 | 58,361 | 509,018 | 1 | 67 | 18.8 | 6.3 | 7.9 | MUB:12.4%;VOO:21.4%;GLD:21.4%;IEF:10.3%;MSFT:18.7%;QQQ:15.8% | US:67.0;EU:15.3;APAC:10.5;EM:6.1;Other:1.1 | Value:-0.9;Growth:-0.6;Quality:+0.3;Size:+0.7;Momentum:0.0;LowVol:-0.8 | MaxPos6%;NoDerivatives | 7 | 30 | 4.9 | trailing 8% | 151 | 16.4 | Volatile | 22.9 | 4.58 | 3.8 | 180 | 30 | 62 | 74 | true | Hedge | Buy index puts 1% notional | -14 | -14 | BrokerC | MKT | 91 | VAR>budget | Reduce | Risk above budget threshold | 87 | -12 | 226 | 2 | false | Monitor dispersion and breadth |
P1747 | Opportunistic | Roth | USD | 2025-12-25 | 1,787,488 | 137,802 | 1,649,686 | 1 | 63.4 | 12.8 | 19.5 | 4.2 | AAPL:33.3%;VTI:33.3%;XLF:33.3% | US:68.3;EU:8.1;APAC:10.1;EM:12.7;Other:0.7 | Value:-0.4;Growth:+0.1;Quality:-0.8;Size:+0.7;Momentum:+0.1;LowVol:+0.2 | null | 8 | 35 | 4.4 | trailing 7% | 198 | 34.7 | Volatile | 28.2 | 4.23 | 3.1 | 127 | -57 | 31 | 76 | true | Hedge | Buy index puts 1% notional | -13 | -16 | BrokerD | LMT | 95 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 47 | -54 | 137 | 5 | false | Monitor dispersion and breadth |
P1748 | Opportunistic | Trust | USD | 2025-08-16 | 699,894 | 54,859 | 645,035 | 1.15 | 74.7 | 16.8 | 0 | 8.5 | XLF:10.5%;HYG:17.0%;GLD:21.5%;MUB:21.5%;TSLA:12.7%;VOO:16.8% | US:64.9;EU:12.0;APAC:12.9;EM:5.4;Other:4.8 | Value:-0.7;Growth:+0.3;Quality:-0.0;Size:+0.5;Momentum:+0.2;LowVol:+0.7 | NoDerivatives | 5 | 25 | 5.5 | trailing 9% | 239 | 34.3 | Volatile | 21.6 | 3.52 | 2.9 | 168 | 77 | 100 | 77 | true | Hedge | Buy index puts 1% notional | 12 | -39 | BrokerB | LMT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 103 | -8 | 217 | 2 | false | Within IPS guidelines |
P1749 | Systematic | Trust | USD | 2025-04-13 | 462,434 | 40,747 | 421,687 | 1 | 66.5 | 21.5 | 5.7 | 6.3 | QQQ:24.9%;VOO:11.3%;IEF:13.9%;VTI:24.9%;TLT:24.9% | US:70.8;EU:7.8;APAC:13.0;EM:5.8;Other:2.6 | Value:0.0;Growth:+0.3;Quality:-0.8;Size:-0.7;Momentum:-0.9;LowVol:-0.5 | MaxPos7% | 8 | 30 | 5.8 | trailing 8% | 187 | 27.5 | Bear | 31.9 | 3.77 | 1.8 | 145 | -47 | 29 | 74 | true | Rebalance | Rebalance back to target bands | 12 | -27 | BrokerA | MKT | 94 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -55 | -4 | 48 | 5 | false | Tax-aware sells next window |
P1750 | Systematic | Taxable | USD | 2024-07-09 | 1,313,538 | 54,530 | 1,259,008 | 1 | 68.8 | 25.5 | 0 | 5.7 | VNQ:33.3%;AAPL:33.3%;AMZN:33.3% | US:56.5;EU:18.6;APAC:14.1;EM:9.2;Other:1.6 | Value:+0.9;Growth:-0.6;Quality:-0.2;Size:-0.4;Momentum:0.0;LowVol:-0.4 | MaxPos6% | 6 | 35 | 5.6 | trailing 8% | 120 | 21.7 | Sideways | 20.1 | 3.71 | 3.3 | 140 | -9 | 60 | 57 | false | Sell | Trim extended winner -1% | 24 | 5 | BrokerA | LMT | 99 | null | null | Normal monitoring | 29 | 3 | 18 | 5 | false | Tax-aware sells next window |
P1751 | Cautious | Trust | USD | 2024-10-21 | 603,796 | 82,463 | 521,333 | 1 | 41.2 | 30.1 | 15.3 | 13.5 | VTI:22.3%;IEF:21.2%;VOO:22.3%;TSLA:21.5%;AAPL:12.7% | US:54.7;EU:16.4;APAC:14.7;EM:12.6;Other:1.6 | Value:-0.0;Growth:0.0;Quality:-0.9;Size:+0.1;Momentum:+0.2;LowVol:-0.8 | ESGOnly;NoMargin | 8 | 30 | 4.8 | hard 10% | 152 | 12.2 | Volatile | 25.5 | 3.91 | 3 | 110 | -45 | 13 | 54 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | -16 | BrokerC | LMT | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 78 | -30 | 186 | 2 | false | Tax-aware sells next window |
P1752 | Cautious | 401k | USD | 2025-01-25 | 553,844 | 62,171 | 491,673 | 1 | 36 | 39.5 | 8.9 | 15.7 | XLF:14.5%;BRK.B:23.2%;TLT:18.2%;TSLA:21.0%;MUB:23.2% | US:65.5;EU:10.7;APAC:11.0;EM:10.5;Other:2.4 | Value:-0.2;Growth:-0.7;Quality:-0.5;Size:-0.3;Momentum:0.0;LowVol:-0.9 | ESGOnly;MaxPos7%;NoMargin | 10 | 25 | 3.5 | hard 10% | 167 | 18.2 | Volatile | 21.2 | 5.48 | 2.7 | 139 | 22 | 56 | 50 | false | Hedge | Add TLT +1% as duration hedge | 2 | -9 | BrokerB | MKT | 89 | null | null | Normal monitoring | -26 | -57 | -20 | 3 | false | Monitor dispersion and breadth |
P1753 | Opportunistic | IRA | USD | 2025-04-02 | 1,211,878 | 40,833 | 1,171,045 | 1 | 67 | 19.1 | 8.2 | 5.7 | MUB:21.5%;VNQ:21.0%;AAPL:21.5%;HYG:14.6%;TLT:21.5% | US:60.5;EU:9.8;APAC:11.9;EM:12.6;Other:5.2 | Value:+1.0;Growth:+0.2;Quality:+0.3;Size:+0.1;Momentum:-0.9;LowVol:-0.1 | null | 6 | 30 | 5.8 | trailing 7% | 259 | 23.5 | Bull | 12.4 | 4.69 | 2.3 | 100 | 57 | 90 | 50 | false | Sell | Trim extended winner -1% | -13 | -11 | BrokerD | VWAP | 87 | null | null | Normal monitoring | 87 | 17 | 160 | 3 | false | Increase defensive factor exposure |
P1754 | Systematic | Taxable | USD | 2025-12-01 | 1,035,519 | 46,333 | 989,186 | 1 | 62.6 | 21.1 | 9.1 | 7.2 | XLF:27.5%;QQQ:17.6%;BRK.B:27.5%;TLT:27.5% | US:71.3;EU:6.1;APAC:13.1;EM:5.1;Other:4.5 | Value:-0.8;Growth:+1.0;Quality:-0.4;Size:+0.9;Momentum:+0.5;LowVol:+0.8 | NoDerivatives | 8 | 25 | 5.1 | trailing 8% | 221 | 22 | Volatile | 29.4 | 5.42 | 2.1 | 152 | -26 | 23 | 72 | true | Hedge | Buy index puts 1% notional | 16 | 8 | BrokerD | LMT | 90 | VAR>budget | Pause | Risk above budget threshold | 56 | -28 | 134 | 5 | true | Monitor dispersion and breadth |
P1755 | Hands-off | Roth | USD | 2025-04-18 | 204,020 | 17,567 | 186,453 | 1 | 68.3 | 16.1 | 7.6 | 8 | BRK.B:15.2%;VNQ:20.5%;TLT:20.5%;HYG:10.8%;AMZN:13.1%;BND:19.9% | US:70.0;EU:13.4;APAC:6.3;EM:7.5;Other:2.8 | Value:-0.7;Growth:-0.6;Quality:+0.7;Size:+0.8;Momentum:0.0;LowVol:-0.4 | MaxPos5% | 10 | 25 | 4.3 | hard 10% | 147 | 19.6 | Sideways | 15.6 | 3.64 | 3.1 | 91 | 44 | 73 | 53 | false | Hedge | Add TLT +1% as duration hedge | 15 | -38 | BrokerC | MKT | 93 | null | null | Normal monitoring | -6 | -38 | 110 | 5 | false | Tax-aware sells next window |
P1756 | Cautious | Trust | USD | 2025-06-10 | 216,055 | 21,202 | 194,853 | 1 | 46.4 | 35.9 | 0 | 17.7 | AAPL:11.6%;TLT:15.4%;VNQ:18.4%;BND:16.3%;VTI:20.4%;GLD:17.8% | US:68.7;EU:10.1;APAC:9.5;EM:9.5;Other:2.2 | Value:-0.8;Growth:-0.8;Quality:-0.3;Size:+0.5;Momentum:+0.6;LowVol:-0.1 | ESGOnly;NoMargin | 5 | 35 | 3.4 | hard 10% | 111 | 14.7 | Volatile | 23.5 | 3.53 | 4.3 | 128 | 76 | 80 | 64 | false | Rebalance | Shift +1% to bonds from equity | -10 | -26 | BrokerB | LMT | 94 | null | null | Normal monitoring | 120 | -54 | 255 | 3 | false | Tighten stops on momentum names |
P1757 | Hands-off | 401k | USD | 2025-02-08 | 177,754 | 14,297 | 163,457 | 1 | 71.5 | 21.5 | 0 | 7 | AMZN:12.9%;BND:17.0%;MUB:16.5%;TLT:20.7%;HYG:14.2%;VTI:18.7% | US:72.2;EU:9.5;APAC:9.4;EM:6.4;Other:2.4 | Value:+0.2;Growth:+1.0;Quality:+0.7;Size:+0.7;Momentum:-0.5;LowVol:-0.4 | ESGOnly;NoDerivatives | 6 | 25 | 5.8 | trailing 10% | 99 | 13.2 | Sideways | 16.3 | 3.53 | 3.3 | 134 | -28 | 49 | 52 | false | Buy | Add to core equity +1% | 3 | -33 | BrokerB | VWAP | 100 | null | null | Normal monitoring | -6 | -1 | 58 | 3 | false | Within IPS guidelines |
P1758 | Opportunistic | IRA | USD | 2025-06-05 | 616,363 | 54,479 | 561,884 | 1.18 | 60.3 | 16 | 16.8 | 6.8 | QQQ:22.9%;VOO:22.9%;GLD:15.7%;TSLA:15.5%;AAPL:22.9% | US:71.7;EU:10.5;APAC:8.9;EM:4.6;Other:4.3 | Value:+0.7;Growth:-0.4;Quality:-0.3;Size:-0.8;Momentum:+0.4;LowVol:+0.8 | MaxPos6% | 8 | 30 | 5.5 | trailing 7% | 184 | 25.5 | Sideways | 17 | 3.83 | 2.1 | 93 | -18 | 52 | 40 | false | Sell | Trim extended winner -1% | 3 | 8 | BrokerC | VWAP | 89 | null | null | Normal monitoring | -34 | -29 | 13 | 5 | false | Tighten stops on momentum names |
P1759 | Hands-off | Roth | USD | 2024-07-24 | 255,576 | 18,430 | 237,146 | 1 | 58.8 | 16.9 | 16.7 | 7.6 | BRK.B:35.1%;VTI:35.1%;AAPL:29.8% | US:65.9;EU:15.6;APAC:8.0;EM:8.2;Other:2.3 | Value:-0.3;Growth:-1.0;Quality:-0.6;Size:-0.6;Momentum:+0.6;LowVol:-0.5 | null | 10 | 25 | 5.8 | trailing 8% | 121 | 14.1 | Sideways | 15.8 | 4.72 | 2.8 | 110 | 43 | 77 | 36 | false | Buy | Add to core equity +1% | 11 | -40 | BrokerD | MKT | 90 | null | null | Normal monitoring | 40 | -19 | 114 | 5 | false | Tax-aware sells next window |
P1760 | Systematic | Roth | USD | 2025-03-24 | 1,072,032 | 89,904 | 982,128 | 1 | 68 | 26.2 | 0 | 5.8 | TSLA:18.7%;MUB:19.9%;BND:14.2%;HYG:20.5%;IEF:6.3%;GLD:20.4% | US:59.2;EU:13.4;APAC:10.4;EM:11.8;Other:5.2 | Value:-0.4;Growth:+0.4;Quality:+0.4;Size:-0.6;Momentum:-0.1;LowVol:+0.7 | NoDerivatives | 8 | 35 | 5.3 | hard 12% | 175 | 20 | Volatile | 26.8 | 4.91 | 2.1 | 119 | 48 | 63 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -30 | BrokerA | LMT | 92 | RegimeShift | Pause | Volatility spike and breadth deterioration | -11 | -17 | -28 | 2 | false | Within IPS guidelines |
P1761 | Active | 401k | USD | 2025-06-10 | 2,025,362 | 217,324 | 1,808,038 | 1.09 | 63.4 | 30 | 0 | 6.6 | VNQ:18.3%;BRK.B:17.1%;AMZN:18.7%;MUB:12.3%;VOO:15.8%;QQQ:17.8% | US:55.1;EU:18.2;APAC:12.1;EM:10.1;Other:4.4 | Value:+1.0;Growth:-0.1;Quality:+0.9;Size:+0.4;Momentum:-0.5;LowVol:-0.7 | MaxPos5%;NoDerivatives | 7 | 35 | 5.8 | trailing 9% | 139 | 18.3 | Bear | 30.3 | 3.13 | 1.2 | 179 | -43 | 35 | 76 | true | Hedge | Buy index puts 1% notional | -3 | -30 | BrokerA | LMT | 97 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -54 | 12 | -83 | 5 | false | Tighten stops on momentum names |
P1762 | Systematic | Roth | USD | 2025-08-20 | 1,001,744 | 70,976 | 930,768 | 1 | 61.7 | 31.9 | 0 | 6.4 | VTI:15.6%;TSLA:23.9%;QQQ:16.0%;MUB:23.9%;TLT:20.7% | US:67.2;EU:17.9;APAC:9.5;EM:4.4;Other:1.0 | Value:+0.8;Growth:-0.7;Quality:+0.8;Size:-0.9;Momentum:-0.8;LowVol:+0.1 | MaxPos8% | 8 | 30 | 5.3 | hard 12% | 126 | 27.3 | Bull | 11.1 | 4.17 | 2.6 | 83 | 118 | 100 | 39 | false | Buy | Add to core equity +1% | -10 | -1 | BrokerD | MKT | 95 | null | null | Normal monitoring | 80 | 16 | 147 | 3 | false | Tax-aware sells next window |
P1763 | Active | IRA | USD | 2025-02-03 | 1,510,768 | 146,462 | 1,364,306 | 1 | 51.6 | 19.1 | 20.7 | 8.6 | AMZN:35.3%;MUB:29.4%;TLT:35.3% | US:71.0;EU:14.8;APAC:5.0;EM:4.7;Other:4.5 | Value:-0.2;Growth:-0.5;Quality:+0.7;Size:-0.6;Momentum:-0.7;LowVol:+0.4 | null | 5 | 25 | 5.4 | trailing 8% | 157 | 24.5 | Bull | 11.8 | 3.61 | 2.3 | 80 | 27 | 59 | 38 | false | Rebalance | Shift +1% to bonds from equity | 26 | -6 | BrokerB | LMT | 85 | null | null | Normal monitoring | 51 | 1 | 124 | 4 | false | Tax-aware sells next window |
P1764 | Cautious | Roth | USD | 2025-10-27 | 223,426 | 22,695 | 200,731 | 1 | 42 | 34.7 | 8.5 | 14.8 | MSFT:24.3%;MUB:19.3%;BRK.B:28.2%;HYG:28.2% | US:72.5;EU:8.3;APAC:9.8;EM:7.6;Other:1.8 | Value:-0.7;Growth:-0.6;Quality:-0.4;Size:+0.5;Momentum:-0.9;LowVol:+0.6 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 10 | 35 | 3.7 | trailing 10% | 150 | 17.4 | Bull | 11.6 | 4.92 | 2.4 | 81 | 115 | 100 | 35 | false | Rebalance | Shift +1% to bonds from equity | 15 | -36 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 48 | -52 | 76 | 4 | false | Increase defensive factor exposure |
P1765 | Opportunistic | Trust | USD | 2025-09-16 | 1,235,910 | 98,752 | 1,137,158 | 1 | 72.5 | 10.4 | 8.3 | 8.8 | TSLA:20.3%;BND:26.3%;XLF:26.7%;MSFT:26.7% | US:64.6;EU:14.9;APAC:10.7;EM:6.7;Other:3.0 | Value:-0.1;Growth:-0.6;Quality:-0.7;Size:-0.8;Momentum:+0.1;LowVol:+0.9 | MaxPos6% | 10 | 30 | 4.6 | trailing 7% | 209 | 27.5 | Bull | 12.5 | 4.71 | 3.4 | 90 | 17 | 47 | 38 | false | NoAction | Within bands; monitor | 0 | -7 | BrokerC | MKT | 0 | null | null | Normal monitoring | 10 | 18 | 93 | 3 | false | Tighten stops on momentum names |
P1766 | Cautious | Taxable | USD | 2025-08-10 | 799,253 | 123,772 | 675,481 | 1 | 40.8 | 43.2 | 0 | 16 | TLT:20.3%;BND:16.3%;AAPL:15.2%;TSLA:14.2%;MSFT:19.7%;VNQ:14.3% | US:69.4;EU:9.7;APAC:9.1;EM:8.4;Other:3.5 | Value:-0.8;Growth:+0.2;Quality:-0.3;Size:-0.6;Momentum:-0.4;LowVol:+0.4 | MaxPos8%;NoDerivatives;NoMargin | 10 | 30 | 3.4 | trailing 8% | 127 | 17 | Volatile | 28.8 | 5.46 | 3.5 | 128 | 37 | 62 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -25 | BrokerC | VWAP | 96 | RegimeShift | Pause | Volatility spike and breadth deterioration | 85 | -22 | 116 | 5 | false | Tighten stops on momentum names |
P1767 | Opportunistic | Roth | USD | 2025-04-18 | 681,847 | 60,979 | 620,868 | 1.05 | 75.1 | 20.8 | 0 | 4.1 | BRK.B:21.1%;TLT:26.3%;XLF:26.3%;BND:26.3% | US:63.2;EU:10.6;APAC:10.5;EM:10.8;Other:4.9 | Value:+0.3;Growth:-0.2;Quality:+0.9;Size:-0.0;Momentum:+0.5;LowVol:-0.1 | NoDerivatives | 8 | 35 | 4.7 | trailing 7% | 194 | 28.4 | Bear | 34.5 | 4.43 | 1.4 | 165 | -48 | 16 | 100 | true | Rebalance | Rebalance back to target bands | 3 | -24 | BrokerD | MKT | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -36 | -39 | 82 | 3 | true | Tax-aware sells next window |
P1768 | Systematic | Taxable | USD | 2024-08-17 | 1,465,013 | 122,361 | 1,342,652 | 1 | 59.5 | 31.5 | 0 | 9 | VNQ:36.5%;QQQ:36.5%;VOO:27.0% | US:72.8;EU:10.1;APAC:12.9;EM:2.9;Other:1.2 | Value:+0.9;Growth:+0.8;Quality:+0.8;Size:-0.4;Momentum:+0.8;LowVol:-0.7 | MaxPos6%;NoDerivatives | 8 | 25 | 4.3 | trailing 8% | 146 | 21 | Bear | 23.2 | 3.77 | 1.2 | 173 | -27 | 27 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -16 | BrokerD | MKT | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 18 | 5 | 141 | 2 | false | Monitor dispersion and breadth |
P1769 | Opportunistic | Trust | USD | 2025-07-25 | 997,174 | 49,010 | 948,164 | 1 | 62.8 | 15.3 | 17.7 | 4.2 | TSLA:19.0%;IEF:28.7%;XLF:28.7%;AMZN:23.6% | US:70.1;EU:7.2;APAC:14.3;EM:7.5;Other:0.8 | Value:+0.7;Growth:-0.4;Quality:+0.5;Size:-0.3;Momentum:+0.5;LowVol:+0.7 | NoDerivatives | 8 | 25 | 4.2 | trailing 9% | 179 | 22.8 | Bull | 17.9 | 4.25 | 3.2 | 98 | 62 | 85 | 44 | false | Rebalance | Shift +1% to bonds from equity | 0 | -28 | BrokerC | LMT | 97 | null | null | Normal monitoring | 25 | -48 | 134 | 3 | false | Within IPS guidelines |
P1770 | Active | Trust | USD | 2025-10-15 | 1,217,661 | 110,407 | 1,107,254 | 1 | 67.9 | 21.2 | 3.1 | 7.8 | MSFT:27.8%;QQQ:27.8%;AAPL:16.6%;HYG:27.8% | US:70.5;EU:14.8;APAC:6.1;EM:6.0;Other:2.6 | Value:-0.1;Growth:-0.1;Quality:+0.6;Size:-0.7;Momentum:-0.0;LowVol:-0.3 | MaxPos7% | 7 | 35 | 4.9 | hard 12% | 123 | 16.5 | Bull | 17.6 | 4.64 | 2.5 | 102 | 49 | 77 | 60 | false | Sell | Trim extended winner -1% | 6 | -16 | BrokerD | VWAP | 94 | null | null | Normal monitoring | 6 | -22 | 140 | 5 | false | Monitor dispersion and breadth |
P1771 | Opportunistic | Trust | USD | 2024-07-24 | 1,222,300 | 71,729 | 1,150,571 | 1 | 62.1 | 12.7 | 19.3 | 5.9 | AMZN:26.5%;HYG:26.5%;IEF:26.5%;MSFT:20.4% | US:67.2;EU:13.2;APAC:12.2;EM:6.8;Other:0.6 | Value:-0.8;Growth:+0.1;Quality:0.0;Size:+0.8;Momentum:0.0;LowVol:-0.6 | MaxPos6% | 8 | 25 | 5 | hard 12% | 220 | 28.2 | Sideways | 21.1 | 3.77 | 3.2 | 93 | -14 | 33 | 69 | false | Rebalance | Shift +1% to bonds from equity | 8 | -28 | BrokerD | LMT | 96 | null | null | Normal monitoring | 47 | -58 | 103 | 4 | false | Increase defensive factor exposure |
P1772 | Active | Roth | USD | 2025-01-16 | 2,000,349 | 215,207 | 1,785,142 | 1 | 61.5 | 22.1 | 10 | 6.4 | BRK.B:25.4%;VNQ:25.4%;IEF:25.4%;XLF:23.9% | US:60.5;EU:14.1;APAC:10.1;EM:10.5;Other:4.7 | Value:+0.9;Growth:-0.0;Quality:-0.4;Size:-0.9;Momentum:+0.3;LowVol:+0.4 | null | 5 | 35 | 4.7 | trailing 9% | 214 | 26.9 | Bull | 11.7 | 4.27 | 2.8 | 91 | 74 | 100 | 40 | false | Buy | Add to core equity +1% | -10 | 5 | BrokerC | VWAP | 100 | null | null | Normal monitoring | 4 | 11 | -9 | 5 | false | Tighten stops on momentum names |
P1773 | Cautious | Taxable | USD | 2025-11-05 | 577,878 | 88,510 | 489,368 | 1 | 49.3 | 30.7 | 2.6 | 17.5 | QQQ:26.7%;AAPL:26.7%;TSLA:24.1%;BND:22.6% | US:60.8;EU:14.5;APAC:11.1;EM:13.2;Other:0.4 | Value:+0.6;Growth:-0.3;Quality:+0.4;Size:-0.0;Momentum:+0.3;LowVol:-1.0 | MaxPos5%;NoMargin | 7 | 35 | 5.4 | trailing 8% | 121 | 16.9 | Bull | 16.4 | 3.78 | 3.4 | 89 | 66 | 84 | 52 | false | Rebalance | Shift +1% to bonds from equity | 5 | -29 | BrokerB | MKT | 90 | null | null | Normal monitoring | -20 | -14 | 105 | 3 | false | Tax-aware sells next window |
P1774 | Hands-off | Taxable | USD | 2025-04-23 | 223,732 | 17,118 | 206,614 | 1 | 68.1 | 16.4 | 5.9 | 9.7 | IEF:33.3%;HYG:33.3%;TLT:33.3% | US:58.2;EU:14.0;APAC:12.3;EM:11.0;Other:4.5 | Value:+0.1;Growth:-0.5;Quality:-0.3;Size:+0.8;Momentum:+0.8;LowVol:+0.2 | ESGOnly | 7 | 35 | 3.4 | hard 10% | 111 | 16 | Sideways | 15.6 | 4.41 | 2.9 | 133 | 42 | 86 | 48 | false | Sell | Trim extended winner -1% | -14 | 14 | BrokerC | LMT | 94 | null | null | Normal monitoring | -52 | -43 | 55 | 5 | false | Within IPS guidelines |
P1775 | Cautious | Trust | USD | 2025-08-31 | 558,459 | 75,425 | 483,034 | 1 | 47.8 | 38 | 0 | 14.1 | BRK.B:25.6%;AMZN:25.9%;TLT:25.9%;VOO:22.6% | US:63.4;EU:16.3;APAC:7.3;EM:10.3;Other:2.7 | Value:0.0;Growth:-0.1;Quality:-0.3;Size:-0.6;Momentum:-0.2;LowVol:-0.2 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 7 | 30 | 3.9 | hard 10% | 145 | 16.1 | Bear | 27.5 | 3.54 | 2.7 | 199 | -11 | 40 | 58 | false | Rebalance | Shift +1% to bonds from equity | 31 | -31 | BrokerC | LMT | 98 | null | null | Normal monitoring | 40 | -60 | 46 | 3 | false | Tax-aware sells next window |
P1776 | Hands-off | Trust | USD | 2024-10-31 | 334,720 | 28,486 | 306,234 | 1 | 61.6 | 21.1 | 7.4 | 9.9 | BRK.B:10.7%;VOO:23.4%;QQQ:8.0%;IEF:17.4%;TSLA:17.1%;AAPL:23.4% | US:69.8;EU:13.9;APAC:7.5;EM:4.8;Other:3.9 | Value:-0.7;Growth:+0.3;Quality:-0.7;Size:-0.5;Momentum:-0.4;LowVol:+1.0 | ESGOnly;MaxPos5% | 5 | 30 | 5.1 | trailing 8% | 169 | 12.9 | Bull | 15.7 | 4.81 | 2.1 | 90 | 28 | 77 | 51 | false | Hedge | Add TLT +1% as duration hedge | 30 | 7 | BrokerC | MKT | 95 | null | null | Normal monitoring | 60 | 11 | 147 | 4 | false | Tighten stops on momentum names |
P1777 | Cautious | Roth | USD | 2025-12-23 | 522,163 | 64,497 | 457,666 | 1 | 42.1 | 40.6 | 0 | 17.3 | MUB:33.3%;GLD:33.3%;BRK.B:33.3% | US:63.9;EU:14.7;APAC:9.7;EM:7.0;Other:4.7 | Value:-0.2;Growth:-0.8;Quality:-0.7;Size:+0.7;Momentum:+1.0;LowVol:-0.6 | NoMargin | 7 | 25 | 4.5 | hard 10% | 158 | 13.6 | Bear | 32.6 | 3.81 | 1.6 | 182 | -20 | 44 | 79 | true | Hedge | Buy index puts 1% notional | 12 | -13 | BrokerB | LMT | 91 | VAR>budget | Reduce | Risk above budget threshold | -37 | -18 | 1 | 3 | false | Tax-aware sells next window |
P1778 | Hands-off | Roth | USD | 2024-09-23 | 577,239 | 45,104 | 532,135 | 1 | 73.4 | 15.7 | 1.7 | 9.2 | XLF:14.6%;AMZN:24.1%;GLD:24.1%;AAPL:13.6%;BND:13.7%;QQQ:9.9% | US:66.4;EU:12.3;APAC:12.8;EM:4.5;Other:4.0 | Value:+0.8;Growth:-0.2;Quality:-0.1;Size:+0.4;Momentum:-0.8;LowVol:-0.9 | NoDerivatives | 5 | 25 | 4.6 | hard 10% | 139 | 15.3 | Bull | 14.5 | 4.88 | 2 | 115 | 45 | 58 | 52 | false | Sell | Trim extended winner -1% | 9 | -35 | BrokerD | VWAP | 87 | null | null | Normal monitoring | -4 | 5 | 97 | 4 | false | Increase defensive factor exposure |
P1779 | Hands-off | IRA | USD | 2025-01-30 | 172,046 | 16,016 | 156,030 | 1 | 57.9 | 17.6 | 14.8 | 9.6 | GLD:17.2%;VNQ:18.7%;TLT:21.9%;IEF:21.9%;TSLA:8.7%;BND:11.5% | US:63.4;EU:16.7;APAC:13.5;EM:3.3;Other:3.1 | Value:-0.3;Growth:+0.7;Quality:0.0;Size:-0.7;Momentum:0.0;LowVol:-0.6 | ESGOnly | 8 | 25 | 5.2 | hard 10% | 141 | 18.2 | Bull | 15 | 4.08 | 2.6 | 90 | 61 | 91 | 47 | false | Rebalance | Shift +1% to bonds from equity | 24 | -17 | BrokerA | LMT | 85 | null | null | Normal monitoring | 81 | 1 | 118 | 3 | false | Tax-aware sells next window |
P1780 | Hands-off | Roth | USD | 2024-09-22 | 603,484 | 40,561 | 562,923 | 1 | 67.7 | 23.4 | 0 | 8.9 | QQQ:22.4%;HYG:21.2%;AMZN:22.4%;XLF:18.7%;TLT:15.3% | US:71.0;EU:10.8;APAC:8.9;EM:8.3;Other:0.9 | Value:+0.4;Growth:-0.1;Quality:+0.7;Size:+0.9;Momentum:+0.4;LowVol:-0.0 | NoDerivatives | 5 | 25 | 5 | trailing 8% | 105 | 17.1 | Sideways | 14.9 | 4.45 | 3 | 120 | -24 | 47 | 40 | false | Buy | Add to core equity +1% | 8 | 12 | BrokerB | LMT | 89 | null | null | Normal monitoring | -34 | 13 | 102 | 4 | false | Tax-aware sells next window |
P1781 | Systematic | IRA | USD | 2025-03-05 | 1,518,539 | 89,777 | 1,428,762 | 1 | 62.9 | 30.3 | 0 | 6.8 | VTI:25.8%;VNQ:25.8%;XLF:12.1%;HYG:10.5%;AMZN:25.8% | US:67.3;EU:12.8;APAC:10.6;EM:6.3;Other:3.0 | Value:+0.7;Growth:-0.4;Quality:+0.1;Size:-0.8;Momentum:-0.8;LowVol:-0.8 | MaxPos7% | 8 | 35 | 4.5 | trailing 8% | 151 | 20.1 | Bull | 16 | 4.42 | 3.3 | 98 | 79 | 78 | 58 | false | Rebalance | Shift +1% to bonds from equity | 35 | 10 | BrokerC | LMT | 100 | null | null | Normal monitoring | 70 | -52 | 116 | 4 | false | Increase defensive factor exposure |
P1782 | Opportunistic | Taxable | USD | 2025-01-30 | 1,504,957 | 127,555 | 1,377,402 | 1 | 63.3 | 19.5 | 10 | 7.2 | MUB:21.3%;VOO:9.1%;IEF:16.2%;VNQ:21.3%;HYG:21.2%;AMZN:10.8% | US:75.9;EU:6.0;APAC:6.5;EM:8.2;Other:3.3 | Value:-0.0;Growth:+0.2;Quality:-0.8;Size:-0.8;Momentum:+0.9;LowVol:+0.8 | MaxPos5% | 5 | 30 | 6 | trailing 7% | 238 | 29.7 | Volatile | 31.3 | 3.59 | 2.3 | 179 | -1 | 39 | 89 | true | Hedge | Buy index puts 1% notional | 14 | -15 | BrokerC | VWAP | 96 | VAR>budget | Hedge | Risk above budget threshold | 14 | -57 | 41 | 5 | false | Monitor dispersion and breadth |
P1783 | Hands-off | Roth | USD | 2025-09-01 | 554,351 | 49,986 | 504,365 | 1 | 66.1 | 15.1 | 9.6 | 9.1 | TSLA:33.3%;AMZN:33.3%;VOO:33.3% | US:68.3;EU:16.1;APAC:6.7;EM:4.8;Other:4.1 | Value:-1.0;Growth:+0.4;Quality:+0.5;Size:0.0;Momentum:+0.8;LowVol:-0.5 | null | 7 | 25 | 5.7 | trailing 8% | 96 | 14.2 | Bull | 17.4 | 4.63 | 3.5 | 99 | 107 | 100 | 46 | false | Buy | Add to core equity +1% | 4 | -35 | BrokerC | MKT | 85 | null | null | Normal monitoring | 75 | 19 | 140 | 4 | false | Increase defensive factor exposure |
P1784 | Hands-off | 401k | USD | 2024-11-02 | 159,844 | 7,231 | 152,613 | 1 | 68.7 | 16.6 | 6.5 | 8.2 | MUB:28.4%;VNQ:28.4%;VOO:23.4%;TSLA:19.8% | US:67.9;EU:6.0;APAC:11.8;EM:10.1;Other:4.1 | Value:+0.8;Growth:-0.6;Quality:-0.8;Size:-0.0;Momentum:-0.8;LowVol:-0.7 | MaxPos7%;NoDerivatives | 8 | 25 | 4.8 | trailing 8% | 137 | 17.8 | Bull | 13.9 | 4.06 | 2.8 | 102 | 110 | 100 | 43 | false | Rebalance | Shift +1% to bonds from equity | 35 | -5 | BrokerA | MKT | 94 | null | null | Normal monitoring | 34 | 3 | 99 | 3 | false | Tighten stops on momentum names |
P1785 | Hands-off | Taxable | USD | 2024-08-01 | 713,229 | 49,919 | 663,310 | 1 | 61 | 16.2 | 15.1 | 7.6 | VTI:21.3%;AAPL:15.9%;AMZN:17.7%;GLD:14.6%;MSFT:17.6%;BRK.B:12.9% | US:66.3;EU:9.3;APAC:11.6;EM:9.5;Other:3.3 | Value:+0.7;Growth:-0.6;Quality:+0.7;Size:-0.3;Momentum:+0.4;LowVol:-0.4 | null | 5 | 30 | 4.4 | hard 10% | 119 | 17.9 | Sideways | 16.1 | 3.64 | 2.6 | 125 | 45 | 82 | 42 | false | Buy | Add to core equity +1% | -15 | -12 | BrokerA | MKT | 86 | null | null | Normal monitoring | -33 | -31 | 69 | 4 | false | Tax-aware sells next window |
P1786 | Active | 401k | USD | 2024-09-28 | 1,242,899 | 118,556 | 1,124,343 | 1 | 57.4 | 18.3 | 18.4 | 6 | VOO:25.0%;MSFT:25.0%;VTI:25.0%;QQQ:25.0% | US:64.1;EU:14.8;APAC:11.7;EM:6.2;Other:3.1 | Value:+0.5;Growth:-0.5;Quality:-0.5;Size:-0.3;Momentum:+0.3;LowVol:-0.2 | null | 7 | 30 | 5.7 | trailing 8% | 218 | 23.1 | Bull | 17.7 | 4.59 | 2.3 | 77 | 116 | 100 | 52 | false | Rebalance | Shift +1% to bonds from equity | 21 | -40 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 102 | -58 | 198 | 3 | false | Tighten stops on momentum names |
P1787 | Opportunistic | Trust | USD | 2024-11-03 | 1,539,304 | 72,677 | 1,466,627 | 1.12 | 70.6 | 10.8 | 11.1 | 7.6 | VOO:24.1%;AAPL:14.2%;QQQ:24.1%;MUB:13.4%;BRK.B:24.1% | US:74.0;EU:8.2;APAC:8.1;EM:9.3;Other:0.4 | Value:+0.6;Growth:+0.1;Quality:+0.9;Size:+0.3;Momentum:-0.4;LowVol:-0.5 | MaxPos7% | 6 | 30 | 4.4 | hard 12% | 170 | 21.4 | Volatile | 29.5 | 4.3 | 3.8 | 112 | -18 | 50 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | -27 | BrokerB | MKT | 90 | VAR>budget | Hedge | Risk above budget threshold | 19 | -47 | 80 | 4 | false | Within IPS guidelines |
P1788 | Cautious | Taxable | USD | 2024-12-29 | 310,012 | 37,703 | 272,309 | 1 | 44.3 | 41.9 | 1.8 | 12 | HYG:33.3%;VOO:33.3%;BND:33.3% | US:69.6;EU:12.0;APAC:14.6;EM:3.6;Other:0.3 | Value:+0.5;Growth:+0.1;Quality:+0.6;Size:+0.3;Momentum:-0.7;LowVol:-0.9 | ESGOnly;MaxPos5%;NoMargin | 8 | 30 | 3.4 | trailing 8% | 147 | 18.1 | Volatile | 27.5 | 5.32 | 2.4 | 143 | -32 | 45 | 70 | false | Rebalance | Shift +1% to bonds from equity | 4 | -3 | BrokerD | VWAP | 99 | null | null | Normal monitoring | -10 | -20 | 40 | 5 | false | Tighten stops on momentum names |
P1789 | Cautious | IRA | USD | 2024-11-09 | 706,679 | 60,328 | 646,351 | 1 | 46.8 | 38 | 0 | 15.1 | BRK.B:23.6%;GLD:14.6%;TLT:23.6%;IEF:23.6%;MSFT:14.7% | US:68.7;EU:9.0;APAC:7.6;EM:10.7;Other:4.2 | Value:-0.7;Growth:-0.1;Quality:+0.7;Size:-0.1;Momentum:+0.6;LowVol:-0.5 | NoMargin | 5 | 35 | 4.3 | trailing 8% | 152 | 17.4 | Volatile | 23.8 | 3.73 | 2.7 | 134 | -3 | 37 | 51 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | -33 | BrokerD | MKT | 88 | VAR>budget | Hedge | Risk above budget threshold | 110 | -39 | 232 | 3 | false | Tax-aware sells next window |
P1790 | Opportunistic | Trust | USD | 2025-09-22 | 1,047,678 | 92,244 | 955,434 | 1 | 74.7 | 20.6 | 0.1 | 4.6 | BND:33.3%;HYG:33.3%;AAPL:33.3% | US:61.5;EU:9.5;APAC:16.5;EM:10.7;Other:1.9 | Value:+0.6;Growth:+0.3;Quality:-0.2;Size:-0.8;Momentum:-0.7;LowVol:-0.8 | MaxPos8% | 7 | 30 | 5.2 | trailing 9% | 203 | 24.1 | Bear | 23 | 3.07 | 2.5 | 212 | -21 | 34 | 73 | true | Rebalance | Rebalance back to target bands | 35 | 14 | BrokerB | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 97 | -35 | 135 | 5 | false | Tax-aware sells next window |
P1791 | Opportunistic | Taxable | USD | 2025-10-20 | 1,417,692 | 70,260 | 1,347,432 | 1 | 64.4 | 18.8 | 9.4 | 7.4 | MUB:33.3%;BND:33.3%;AAPL:33.3% | US:65.1;EU:13.0;APAC:11.1;EM:6.6;Other:4.2 | Value:-1.0;Growth:-0.8;Quality:-0.9;Size:-0.8;Momentum:-0.9;LowVol:+0.3 | MaxPos7% | 10 | 30 | 6.6 | trailing 7% | 248 | 25.4 | Bull | 17.8 | 4.47 | 2.8 | 95 | 102 | 96 | 58 | false | Buy | Add to core equity +1% | -10 | 1 | BrokerC | LMT | 93 | null | null | Normal monitoring | -21 | 6 | -60 | 3 | false | Tighten stops on momentum names |
P1792 | Cautious | 401k | USD | 2024-10-07 | 870,389 | 117,719 | 752,670 | 1 | 39.8 | 30.9 | 15 | 14.3 | VOO:21.7%;XLF:22.4%;IEF:18.8%;MUB:22.4%;AAPL:14.8% | US:65.5;EU:15.8;APAC:11.5;EM:6.7;Other:0.6 | Value:-0.8;Growth:0.0;Quality:+0.6;Size:+0.4;Momentum:-0.2;LowVol:+0.1 | NoMargin | 10 | 35 | 3.8 | trailing 8% | 128 | 15.4 | Sideways | 15.5 | 4.65 | 2.9 | 109 | -8 | 44 | 32 | false | Sell | Trim extended winner -1% | 27 | -6 | BrokerA | LMT | 93 | null | null | Normal monitoring | 85 | -15 | 69 | 4 | false | Within IPS guidelines |
P1793 | Active | Taxable | USD | 2025-10-02 | 643,979 | 49,188 | 594,791 | 1.13 | 52 | 24.7 | 16.7 | 6.6 | MUB:33.3%;TSLA:33.3%;VTI:33.3% | US:71.5;EU:11.7;APAC:5.0;EM:11.4;Other:0.3 | Value:+1.0;Growth:-0.0;Quality:+0.7;Size:-0.8;Momentum:-0.1;LowVol:-0.7 | MaxPos5% | 6 | 35 | 5.3 | hard 12% | 212 | 21.4 | Sideways | 21.7 | 3.74 | 2 | 134 | 57 | 80 | 57 | false | Rebalance | Shift +1% to bonds from equity | 15 | -16 | BrokerC | MKT | 86 | null | null | Normal monitoring | -39 | -37 | -26 | 3 | false | Monitor dispersion and breadth |
P1794 | Cautious | Taxable | USD | 2025-12-02 | 280,328 | 24,925 | 255,403 | 1 | 39.6 | 35.3 | 9.8 | 15.3 | AAPL:10.8%;TLT:23.5%;BND:23.1%;MUB:19.0%;VNQ:23.5% | US:78.4;EU:9.1;APAC:6.5;EM:5.3;Other:0.7 | Value:-0.7;Growth:-0.5;Quality:-0.7;Size:+0.6;Momentum:+0.1;LowVol:-0.7 | ESGOnly;MaxPos7%;NoMargin | 5 | 25 | 5.6 | trailing 10% | 164 | 18.6 | Bull | 12.9 | 3.85 | 3 | 100 | 96 | 83 | 19 | false | Sell | Trim extended winner -1% | -6 | -29 | BrokerC | LMT | 93 | null | null | Normal monitoring | 6 | -14 | 71 | 5 | false | Within IPS guidelines |
P1795 | Hands-off | IRA | USD | 2024-09-17 | 770,131 | 72,998 | 697,133 | 1 | 66.6 | 17.2 | 6.3 | 9.8 | VOO:17.1%;BND:24.3%;QQQ:13.9%;TLT:24.3%;MSFT:20.3% | US:75.9;EU:6.6;APAC:8.9;EM:5.0;Other:3.6 | Value:+0.6;Growth:+0.5;Quality:-0.8;Size:-0.1;Momentum:-0.5;LowVol:+0.5 | null | 6 | 30 | 5.7 | trailing 10% | 160 | 15.5 | Bear | 31.7 | 3.16 | 2.3 | 203 | -2 | 43 | 76 | true | Rebalance | Rebalance back to target bands | -10 | -21 | BrokerC | LMT | 88 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -22 | -37 | 19 | 2 | false | Tighten stops on momentum names |
P1796 | Systematic | Taxable | USD | 2025-07-22 | 1,163,749 | 104,485 | 1,059,264 | 1 | 59.8 | 24.6 | 6.2 | 9.4 | MUB:13.2%;IEF:21.9%;AMZN:21.9%;GLD:21.9%;TSLA:14.1%;VNQ:6.9% | US:65.3;EU:14.2;APAC:7.8;EM:7.7;Other:5.0 | Value:-1.0;Growth:+0.6;Quality:-0.1;Size:-0.2;Momentum:-0.9;LowVol:-0.4 | null | 10 | 30 | 4.6 | hard 12% | 149 | 17.8 | Sideways | 16.7 | 3.7 | 2.3 | 120 | 51 | 87 | 45 | false | Buy | Add to core equity +1% | -11 | -16 | BrokerD | MKT | 91 | null | null | Normal monitoring | -31 | 18 | 74 | 3 | false | Tax-aware sells next window |
P1797 | Cautious | Taxable | USD | 2025-10-04 | 696,294 | 85,527 | 610,767 | 1 | 39.9 | 41 | 2.6 | 16.5 | BND:33.3%;MSFT:33.3%;HYG:33.3% | US:65.0;EU:14.8;APAC:7.2;EM:9.5;Other:3.5 | Value:-0.7;Growth:-0.6;Quality:+0.9;Size:+0.1;Momentum:-0.1;LowVol:-0.5 | ESGOnly;NoMargin | 8 | 25 | 3.8 | trailing 8% | 111 | 19.3 | Bull | 12.6 | 4.02 | 3.5 | 77 | 117 | 100 | 26 | false | Rebalance | Shift +1% to bonds from equity | 3 | -12 | BrokerD | LMT | 90 | null | null | Normal monitoring | 96 | -21 | 204 | 3 | false | Tax-aware sells next window |
P1798 | Cautious | Trust | USD | 2024-12-18 | 844,555 | 121,732 | 722,823 | 1 | 38 | 33 | 12.4 | 16.6 | BND:24.4%;QQQ:24.4%;AMZN:24.4%;VTI:15.4%;HYG:11.4% | US:60.9;EU:14.3;APAC:9.6;EM:10.3;Other:4.8 | Value:+0.2;Growth:-0.6;Quality:-0.3;Size:+0.5;Momentum:-0.6;LowVol:-0.8 | NoMargin | 8 | 25 | 3 | trailing 8% | 111 | 18.7 | Sideways | 17.7 | 3.58 | 2.9 | 137 | 31 | 61 | 42 | false | Rebalance | Shift +1% to bonds from equity | 29 | -39 | BrokerD | LMT | 87 | null | null | Normal monitoring | 111 | -16 | 100 | 4 | false | Tax-aware sells next window |
P1799 | Active | IRA | USD | 2024-08-24 | 891,387 | 83,826 | 807,561 | 1 | 65.9 | 21.6 | 7.1 | 5.4 | HYG:26.1%;VTI:26.1%;QQQ:26.1%;TSLA:21.6% | US:73.2;EU:6.3;APAC:13.5;EM:3.7;Other:3.4 | Value:+0.6;Growth:-0.3;Quality:+0.2;Size:-0.3;Momentum:-0.6;LowVol:-0.8 | MaxPos5% | 8 | 35 | 5.2 | hard 12% | 181 | 18.7 | Volatile | 31.7 | 5.37 | 4.5 | 145 | 5 | 47 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -1 | BrokerD | MKT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -1 | -32 | 59 | 5 | false | Within IPS guidelines |
P1800 | Systematic | 401k | USD | 2025-08-31 | 1,917,377 | 106,147 | 1,811,230 | 1 | 57.7 | 24.6 | 10.7 | 6.9 | VNQ:20.6%;AAPL:26.5%;MUB:26.5%;TLT:26.5% | US:64.8;EU:14.5;APAC:6.6;EM:12.4;Other:1.8 | Value:+0.4;Growth:+0.3;Quality:-0.1;Size:-0.6;Momentum:+0.1;LowVol:-0.3 | null | 6 | 35 | 5.3 | hard 12% | 221 | 23.7 | Volatile | 22.3 | 5.12 | 2.5 | 160 | -7 | 41 | 50 | false | Buy | Add to core equity +1% | -12 | -35 | BrokerA | LMT | 89 | null | null | Normal monitoring | -16 | -23 | 27 | 5 | false | Within IPS guidelines |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.