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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1801 | Systematic | 401k | USD | 2025-11-18 | 1,874,918 | 139,950 | 1,734,968 | 1 | 59.8 | 32.6 | 0 | 7.6 | AMZN:23.3%;GLD:25.6%;VTI:25.6%;AAPL:25.6% | US:71.9;EU:11.0;APAC:8.1;EM:4.9;Other:4.1 | Value:+0.6;Growth:+1.0;Quality:-0.0;Size:-0.8;Momentum:-0.2;LowVol:+0.9 | NoDerivatives | 7 | 35 | 5 | hard 12% | 136 | 28 | Volatile | 28.5 | 3.72 | 3.4 | 147 | 47 | 60 | 65 | false | Sell | Trim extended winner -1% | 17 | 5 | BrokerC | LMT | 87 | null | null | Normal monitoring | 54 | -56 | 87 | 4 | false | Within IPS guidelines |
P1802 | Active | Roth | USD | 2025-11-05 | 1,340,966 | 160,145 | 1,180,821 | 1 | 55.7 | 29.8 | 9.2 | 5.3 | IEF:33.3%;HYG:33.3%;MSFT:33.3% | US:72.5;EU:10.3;APAC:11.6;EM:3.8;Other:1.8 | Value:+0.2;Growth:+0.7;Quality:-0.1;Size:-0.1;Momentum:+0.6;LowVol:+0.9 | null | 8 | 30 | 4.8 | trailing 8% | 178 | 17.1 | Volatile | 22.7 | 3.98 | 2.6 | 153 | 12 | 48 | 68 | false | Sell | Trim extended winner -1% | -7 | -7 | BrokerB | VWAP | 91 | null | null | Normal monitoring | 32 | -34 | 4 | 5 | false | Within IPS guidelines |
P1803 | Opportunistic | Trust | USD | 2024-10-14 | 974,596 | 70,415 | 904,181 | 1 | 72.6 | 12 | 9.7 | 5.7 | MUB:25.0%;VOO:25.0%;IEF:25.0%;VNQ:25.0% | US:64.6;EU:15.2;APAC:7.2;EM:8.6;Other:4.5 | Value:+0.7;Growth:-0.8;Quality:+0.9;Size:-0.6;Momentum:+0.5;LowVol:+0.4 | null | 8 | 35 | 6.8 | trailing 7% | 236 | 21.1 | Volatile | 27.9 | 5.17 | 3 | 178 | 70 | 93 | 89 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | 14 | BrokerD | LMT | 85 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -23 | -52 | 66 | 4 | false | Increase defensive factor exposure |
P1804 | Active | Trust | USD | 2024-11-05 | 836,196 | 67,174 | 769,022 | 1 | 58.1 | 29.2 | 4.7 | 8 | VNQ:16.2%;XLF:23.3%;QQQ:17.4%;TSLA:19.8%;MSFT:23.3% | US:60.9;EU:16.8;APAC:11.2;EM:6.1;Other:5.0 | Value:+0.1;Growth:-0.4;Quality:-0.7;Size:-0.4;Momentum:-0.5;LowVol:+0.1 | null | 7 | 35 | 4.2 | trailing 8% | 180 | 22.4 | Sideways | 14.9 | 4.72 | 2.7 | 121 | 54 | 87 | 42 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -31 | BrokerB | MKT | 89 | VAR>budget | Reduce | Risk above budget threshold | 76 | -58 | 68 | 5 | false | Increase defensive factor exposure |
P1805 | Systematic | Trust | USD | 2025-10-16 | 1,209,068 | 120,120 | 1,088,948 | 1 | 60 | 20.3 | 14.3 | 5.4 | VOO:34.5%;BRK.B:34.5%;XLF:31.1% | US:71.0;EU:8.7;APAC:11.6;EM:8.5;Other:0.3 | Value:-0.8;Growth:+0.4;Quality:+0.4;Size:+0.5;Momentum:+0.5;LowVol:+0.6 | null | 10 | 35 | 5.8 | hard 12% | 163 | 25 | Volatile | 22 | 3.64 | 2 | 147 | 71 | 82 | 59 | true | Rebalance | Rebalance back to target bands | -14 | -20 | BrokerA | LMT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -23 | -3 | 86 | 4 | true | Tighten stops on momentum names |
P1806 | Opportunistic | Trust | USD | 2025-01-24 | 1,417,036 | 46,618 | 1,370,418 | 1.15 | 74.4 | 20.2 | 0 | 5.4 | BRK.B:21.0%;GLD:14.9%;XLF:15.8%;TLT:22.5%;QQQ:13.3%;MUB:12.7% | US:66.7;EU:17.0;APAC:12.5;EM:3.6;Other:0.3 | Value:-0.3;Growth:+0.7;Quality:-0.7;Size:-0.1;Momentum:-0.3;LowVol:-0.5 | NoDerivatives | 5 | 35 | 5.3 | hard 12% | 201 | 29.8 | Sideways | 14.4 | 4.17 | 2.7 | 126 | -8 | 47 | 60 | false | Rebalance | Shift +1% to bonds from equity | 9 | -27 | BrokerB | MKT | 95 | null | null | Normal monitoring | -28 | -37 | 70 | 5 | false | Tax-aware sells next window |
P1807 | Opportunistic | IRA | USD | 2025-08-02 | 839,725 | 43,353 | 796,372 | 1 | 64.1 | 14.7 | 13 | 8.2 | XLF:22.8%;AMZN:25.9%;IEF:25.4%;TLT:25.9% | US:68.6;EU:13.3;APAC:10.5;EM:6.0;Other:1.7 | Value:+0.1;Growth:-0.7;Quality:+0.9;Size:+0.5;Momentum:-0.8;LowVol:-0.8 | null | 6 | 35 | 5.9 | hard 12% | 247 | 27.1 | Bear | 24.9 | 3.26 | 2.7 | 209 | -47 | 32 | 59 | false | Sell | Trim extended winner -1% | 26 | 11 | BrokerD | VWAP | 92 | null | null | Normal monitoring | 81 | -2 | 196 | 5 | false | Tighten stops on momentum names |
P1808 | Cautious | Taxable | USD | 2024-10-08 | 196,728 | 22,647 | 174,081 | 1 | 39.3 | 42.9 | 7.4 | 10.3 | IEF:27.8%;VTI:27.8%;HYG:27.8%;XLF:16.7% | US:68.4;EU:6.8;APAC:13.8;EM:8.6;Other:2.4 | Value:-0.8;Growth:-0.6;Quality:+0.9;Size:-0.9;Momentum:-1.0;LowVol:-0.2 | NoDerivatives;NoMargin | 8 | 35 | 5.3 | trailing 10% | 123 | 14 | Sideways | 14.8 | 4.15 | 2 | 125 | 50 | 64 | 43 | false | Buy | Add to core equity +1% | 1 | -26 | BrokerD | MKT | 91 | null | null | Normal monitoring | 114 | 7 | 241 | 5 | false | Monitor dispersion and breadth |
P1809 | Systematic | Roth | USD | 2025-04-22 | 847,288 | 35,640 | 811,648 | 1 | 56.3 | 27.4 | 10.3 | 6.1 | MUB:24.7%;IEF:28.1%;TLT:19.2%;QQQ:28.1% | US:63.6;EU:17.3;APAC:14.3;EM:4.4;Other:0.4 | Value:+0.5;Growth:+0.6;Quality:+0.6;Size:+0.5;Momentum:-0.6;LowVol:+0.4 | MaxPos7% | 5 | 25 | 4.9 | trailing 8% | 193 | 26.9 | Sideways | 14.3 | 3.68 | 2.7 | 111 | 4 | 60 | 41 | false | Sell | Trim extended winner -1% | 32 | -11 | BrokerA | MKT | 92 | null | null | Normal monitoring | 44 | -56 | 125 | 4 | false | Monitor dispersion and breadth |
P1810 | Cautious | Trust | USD | 2025-10-03 | 717,349 | 108,478 | 608,871 | 1 | 40.4 | 36.5 | 9.7 | 13.3 | VTI:20.9%;GLD:14.7%;TSLA:21.3%;MSFT:7.6%;IEF:14.0%;QQQ:21.3% | US:63.1;EU:11.6;APAC:11.9;EM:12.8;Other:0.5 | Value:+0.9;Growth:+0.5;Quality:+0.5;Size:+0.9;Momentum:-0.6;LowVol:+0.9 | ESGOnly;NoMargin | 6 | 25 | 4 | trailing 8% | 90 | 13.9 | Bull | 14.4 | 4.61 | 2.2 | 113 | 18 | 54 | 32 | false | Buy | Add to core equity +1% | -4 | 1 | BrokerD | MKT | 85 | null | null | Normal monitoring | -34 | 11 | -7 | 4 | false | Tax-aware sells next window |
P1811 | Hands-off | Taxable | USD | 2024-08-25 | 763,660 | 49,458 | 714,202 | 1 | 72.1 | 21.6 | 0 | 6.3 | QQQ:9.3%;VNQ:21.2%;GLD:8.7%;TSLA:21.2%;AAPL:19.2%;BND:20.4% | US:71.5;EU:6.7;APAC:6.6;EM:13.8;Other:1.5 | Value:-0.9;Growth:-0.5;Quality:-0.8;Size:-0.6;Momentum:+0.5;LowVol:+0.7 | null | 7 | 25 | 5 | trailing 10% | 123 | 15 | Bull | 15.8 | 4.3 | 2.3 | 102 | 68 | 99 | 48 | false | Buy | Add to core equity +1% | 9 | -8 | BrokerD | LMT | 97 | null | null | Normal monitoring | 13 | -48 | 114 | 3 | false | Tax-aware sells next window |
P1812 | Systematic | Taxable | USD | 2025-08-03 | 1,653,148 | 130,916 | 1,522,232 | 1 | 55.5 | 27.4 | 10.1 | 7 | AMZN:25.0%;GLD:25.0%;XLF:25.0%;QQQ:25.0% | US:71.1;EU:15.4;APAC:5.1;EM:3.9;Other:4.5 | Value:+0.1;Growth:-0.3;Quality:-0.0;Size:-0.3;Momentum:-0.5;LowVol:+0.8 | MaxPos7% | 7 | 25 | 5.3 | trailing 8% | 129 | 21.2 | Volatile | 28.4 | 5.12 | 3.2 | 177 | 75 | 91 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -17 | BrokerD | MKT | 88 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -14 | 12 | 61 | 4 | false | Tighten stops on momentum names |
P1813 | Cautious | IRA | USD | 2025-11-02 | 877,895 | 121,308 | 756,587 | 1 | 48.9 | 32.8 | 7.1 | 11.2 | TLT:33.3%;AMZN:33.3%;VNQ:33.3% | US:68.6;EU:18.4;APAC:6.5;EM:6.1;Other:0.4 | Value:-0.9;Growth:-1.0;Quality:-0.5;Size:+0.2;Momentum:+0.6;LowVol:+0.5 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 10 | 35 | 3.9 | trailing 8% | 103 | 15.5 | Sideways | 19.3 | 3.91 | 3.4 | 125 | 15 | 45 | 52 | false | Sell | Trim extended winner -1% | -9 | -17 | BrokerB | VWAP | 99 | null | null | Normal monitoring | 3 | -2 | -3 | 5 | false | Within IPS guidelines |
P1814 | Hands-off | Roth | USD | 2025-03-08 | 421,564 | 34,090 | 387,474 | 1 | 69.1 | 16.1 | 5.8 | 9 | GLD:33.3%;IEF:33.3%;TLT:33.3% | US:67.6;EU:13.0;APAC:8.8;EM:8.2;Other:2.5 | Value:-0.5;Growth:-0.2;Quality:+0.4;Size:-0.8;Momentum:+0.5;LowVol:+0.2 | NoDerivatives | 7 | 30 | 5.9 | trailing 10% | 148 | 17.5 | Bear | 30.9 | 3.94 | 1 | 182 | -72 | 18 | 84 | true | Hedge | Buy index puts 1% notional | 8 | 10 | BrokerB | MKT | 90 | VAR>budget | Pause | Risk above budget threshold | -38 | -17 | 46 | 3 | false | Within IPS guidelines |
P1815 | Opportunistic | Taxable | USD | 2024-10-09 | 1,437,935 | 98,414 | 1,339,521 | 1 | 65.9 | 21.1 | 4.3 | 8.7 | AMZN:29.2%;VNQ:23.4%;AAPL:29.2%;BRK.B:18.2% | US:70.5;EU:5.8;APAC:13.5;EM:10.0;Other:0.2 | Value:-0.1;Growth:+0.8;Quality:-0.6;Size:+0.3;Momentum:-0.5;LowVol:-0.2 | null | 6 | 30 | 4.4 | hard 12% | 254 | 22.3 | Volatile | 25.4 | 3.77 | 4.1 | 125 | 60 | 71 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | -33 | BrokerC | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 14 | -58 | -2 | 2 | false | Tax-aware sells next window |
P1816 | Cautious | Taxable | USD | 2025-10-21 | 898,656 | 140,275 | 758,381 | 1 | 49.7 | 31.9 | 5.5 | 12.9 | IEF:25.5%;QQQ:25.5%;VTI:25.5%;TLT:23.4% | US:58.2;EU:16.2;APAC:13.4;EM:9.8;Other:2.5 | Value:+0.9;Growth:+1.0;Quality:-0.2;Size:+1.0;Momentum:+0.2;LowVol:-0.1 | ESGOnly;MaxPos8%;NoMargin | 7 | 35 | 3.2 | hard 10% | 163 | 19.5 | Bear | 33.1 | 3.05 | 1.9 | 202 | -72 | 12 | 83 | true | Rebalance | Rebalance back to target bands | 31 | -27 | BrokerD | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 79 | -34 | 156 | 2 | false | Monitor dispersion and breadth |
P1817 | Opportunistic | Roth | USD | 2025-09-30 | 1,464,680 | 70,508 | 1,394,172 | 1 | 76.6 | 17 | 0.3 | 6.2 | VOO:28.4%;TSLA:14.8%;MSFT:28.4%;QQQ:28.4% | US:68.2;EU:6.5;APAC:15.3;EM:5.6;Other:4.3 | Value:-0.7;Growth:+0.6;Quality:-0.7;Size:-0.8;Momentum:-0.5;LowVol:-0.3 | MaxPos5%;NoDerivatives | 5 | 35 | 5.8 | trailing 7% | 209 | 27 | Volatile | 27.8 | 5.41 | 2.8 | 140 | 5 | 45 | 77 | true | Rebalance | Rebalance back to target bands | -6 | 14 | BrokerD | MKT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 115 | -12 | 242 | 3 | false | Increase defensive factor exposure |
P1818 | Opportunistic | Trust | USD | 2024-09-07 | 1,240,856 | 66,960 | 1,173,896 | 1 | 61.4 | 18.3 | 12.9 | 7.3 | QQQ:21.6%;MSFT:20.1%;VNQ:18.5%;BND:21.0%;GLD:18.8% | US:72.0;EU:8.1;APAC:6.1;EM:9.2;Other:4.6 | Value:-1.0;Growth:+0.8;Quality:+0.4;Size:-0.1;Momentum:+1.0;LowVol:-0.4 | NoDerivatives | 8 | 30 | 4.9 | trailing 7% | 181 | 23.1 | Bull | 12 | 4.02 | 2.2 | 78 | 4 | 37 | 31 | false | Hedge | Add TLT +1% as duration hedge | 32 | 5 | BrokerA | MKT | 96 | null | null | Normal monitoring | 55 | 2 | 103 | 5 | false | Tighten stops on momentum names |
P1819 | Active | IRA | USD | 2024-07-12 | 1,585,315 | 125,406 | 1,459,909 | 1 | 64.7 | 25.9 | 0 | 9.4 | BND:29.4%;GLD:35.3%;XLF:35.3% | US:68.1;EU:11.8;APAC:11.6;EM:4.4;Other:4.1 | Value:+0.6;Growth:-0.4;Quality:-0.3;Size:-1.0;Momentum:-0.3;LowVol:+1.0 | MaxPos6% | 10 | 30 | 5.2 | trailing 8% | 201 | 24.2 | Volatile | 25.2 | 3.8 | 3.7 | 173 | -47 | 36 | 64 | false | Buy | Add to core equity +1% | -10 | -28 | BrokerC | MKT | 97 | null | null | Normal monitoring | 105 | -28 | 125 | 3 | false | Within IPS guidelines |
P1820 | Hands-off | IRA | USD | 2025-11-11 | 864,793 | 40,926 | 823,867 | 1 | 72.1 | 21.2 | 0 | 6.7 | TSLA:21.7%;VTI:15.6%;HYG:21.3%;MUB:8.4%;IEF:13.1%;VOO:19.8% | US:66.1;EU:14.6;APAC:11.2;EM:6.3;Other:1.8 | Value:+0.4;Growth:-0.3;Quality:-0.9;Size:-0.7;Momentum:+0.4;LowVol:+0.6 | null | 8 | 35 | 5.3 | hard 10% | 122 | 15 | Bear | 23.9 | 3.74 | 2.9 | 205 | -52 | 19 | 67 | false | Sell | Trim extended winner -1% | 7 | 9 | BrokerB | LMT | 88 | null | null | Normal monitoring | 76 | -57 | 80 | 3 | false | Tighten stops on momentum names |
P1821 | Cautious | Trust | USD | 2025-12-22 | 726,768 | 61,005 | 665,763 | 1 | 53 | 37 | 0 | 10 | IEF:33.3%;TSLA:33.3%;BND:33.3% | US:63.1;EU:14.2;APAC:9.7;EM:9.7;Other:3.3 | Value:+0.3;Growth:-0.8;Quality:-0.4;Size:-0.1;Momentum:+0.7;LowVol:+0.8 | NoMargin | 7 | 25 | 3.4 | hard 10% | 90 | 19.6 | Bear | 27.7 | 3.05 | 1.7 | 169 | -31 | 43 | 68 | false | NoAction | Within bands; monitor | 3 | -39 | BrokerB | MKT | 0 | null | null | Normal monitoring | 109 | -16 | 170 | 4 | false | Increase defensive factor exposure |
P1822 | Cautious | Roth | USD | 2025-01-14 | 629,044 | 100,636 | 528,408 | 1 | 46.4 | 39.2 | 0.6 | 13.9 | IEF:18.5%;MUB:18.3%;BND:17.6%;VNQ:7.0%;VTI:19.9%;XLF:18.7% | US:64.3;EU:24.8;APAC:7.1;EM:3.7;Other:0.1 | Value:+1.0;Growth:-0.2;Quality:+0.1;Size:-0.1;Momentum:-0.5;LowVol:-0.5 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 7 | 30 | 4.8 | trailing 8% | 146 | 19.5 | Bull | 17.7 | 4.23 | 2.2 | 115 | 31 | 57 | 41 | false | Sell | Trim extended winner -1% | 27 | -32 | BrokerB | LMT | 88 | null | null | Normal monitoring | 5 | -3 | 14 | 3 | false | Tighten stops on momentum names |
P1823 | Active | Trust | USD | 2025-03-11 | 507,521 | 58,999 | 448,522 | 1 | 63.6 | 22.2 | 4.7 | 9.6 | AMZN:21.4%;TLT:16.8%;VOO:21.4%;AAPL:19.1%;HYG:21.4% | US:64.2;EU:14.0;APAC:16.4;EM:4.6;Other:0.7 | Value:+0.3;Growth:+0.6;Quality:-1.0;Size:-0.5;Momentum:-0.2;LowVol:+0.1 | null | 6 | 30 | 4.4 | trailing 9% | 195 | 22.5 | Bull | 13 | 3.63 | 2.9 | 86 | 79 | 87 | 40 | false | Rebalance | Shift +1% to bonds from equity | -13 | 13 | BrokerA | MKT | 91 | null | null | Normal monitoring | 97 | -26 | 203 | 5 | false | Within IPS guidelines |
P1824 | Opportunistic | Taxable | USD | 2025-10-10 | 397,995 | 15,954 | 382,041 | 1 | 61.6 | 16.1 | 16.9 | 5.4 | VTI:21.5%;IEF:29.7%;AMZN:29.7%;TLT:19.1% | US:66.2;EU:6.9;APAC:13.1;EM:12.6;Other:1.1 | Value:-0.1;Growth:+0.5;Quality:0.0;Size:-0.4;Momentum:+0.3;LowVol:+0.4 | null | 7 | 30 | 6.8 | hard 12% | 278 | 24.7 | Bull | 14.5 | 4.91 | 2.2 | 120 | 86 | 80 | 35 | false | Rebalance | Shift +1% to bonds from equity | 9 | -34 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 92 | -26 | 144 | 5 | false | Tighten stops on momentum names |
P1825 | Hands-off | Taxable | USD | 2025-01-30 | 437,074 | 30,924 | 406,150 | 1 | 63.2 | 24.1 | 7 | 5.7 | XLF:15.4%;TLT:12.9%;GLD:23.9%;VOO:23.9%;BRK.B:23.9% | US:70.2;EU:14.2;APAC:6.9;EM:7.9;Other:0.8 | Value:+0.8;Growth:+0.9;Quality:-0.4;Size:-0.3;Momentum:+0.3;LowVol:-0.3 | null | 6 | 25 | 3.8 | hard 10% | 112 | 15 | Bull | 11.8 | 4.05 | 2.6 | 104 | 13 | 67 | 44 | false | Buy | Add to core equity +1% | -8 | -37 | BrokerD | LMT | 96 | null | null | Normal monitoring | 15 | -17 | 126 | 5 | false | Within IPS guidelines |
P1826 | Cautious | Trust | USD | 2025-06-23 | 678,847 | 106,196 | 572,651 | 1 | 44.1 | 38.7 | 0 | 17.2 | TSLA:23.0%;IEF:25.7%;AMZN:25.7%;GLD:25.7% | US:70.5;EU:7.0;APAC:13.3;EM:4.2;Other:5.1 | Value:+0.3;Growth:+0.4;Quality:+0.6;Size:-0.8;Momentum:-0.1;LowVol:+1.0 | ESGOnly;NoMargin | 8 | 30 | 4.3 | hard 10% | 141 | 19.3 | Bull | 15.4 | 4.97 | 3 | 92 | 38 | 70 | 38 | false | Rebalance | Shift +1% to bonds from equity | 22 | -38 | BrokerD | LMT | 93 | null | null | Normal monitoring | 52 | -44 | 27 | 4 | false | Tax-aware sells next window |
P1827 | Cautious | Trust | USD | 2024-09-19 | 291,237 | 41,115 | 250,122 | 1 | 45.2 | 37.4 | 6.4 | 11 | AMZN:20.0%;XLF:13.0%;BND:22.3%;MUB:22.3%;GLD:22.3% | US:64.8;EU:16.0;APAC:8.6;EM:9.5;Other:1.0 | Value:-0.5;Growth:-0.1;Quality:+0.3;Size:+0.1;Momentum:+0.7;LowVol:+0.3 | NoDerivatives;NoMargin | 10 | 30 | 5.8 | trailing 8% | 116 | 14 | Volatile | 25.2 | 4.12 | 4.5 | 119 | -37 | 18 | 67 | false | Buy | Add to core equity +1% | -15 | -3 | BrokerA | LMT | 98 | null | null | Normal monitoring | -48 | 13 | 84 | 4 | false | Within IPS guidelines |
P1828 | Active | Trust | USD | 2024-11-17 | 920,717 | 64,306 | 856,411 | 1.09 | 58.2 | 19.4 | 15.8 | 6.6 | MUB:25.0%;VNQ:25.0%;BRK.B:25.0%;HYG:25.0% | US:65.8;EU:9.8;APAC:12.2;EM:8.5;Other:3.6 | Value:-1.0;Growth:+0.7;Quality:-0.6;Size:-0.0;Momentum:+0.5;LowVol:-0.5 | null | 6 | 30 | 4.2 | trailing 9% | 172 | 18.3 | Sideways | 20.9 | 3.98 | 3 | 132 | 20 | 61 | 55 | false | Rebalance | Shift +1% to bonds from equity | 9 | -18 | BrokerA | MKT | 94 | null | null | Normal monitoring | 107 | -29 | 209 | 4 | false | Monitor dispersion and breadth |
P1829 | Systematic | Taxable | USD | 2024-09-14 | 1,411,501 | 107,528 | 1,303,973 | 1 | 55.6 | 26.9 | 11.8 | 5.7 | IEF:17.7%;XLF:17.3%;MUB:12.3%;VOO:14.7%;VNQ:20.0%;QQQ:17.9% | US:70.9;EU:11.3;APAC:6.9;EM:5.7;Other:5.2 | Value:-0.4;Growth:+0.7;Quality:+0.9;Size:+0.1;Momentum:-0.9;LowVol:+0.5 | NoDerivatives | 8 | 35 | 5.8 | trailing 8% | 187 | 22.9 | Volatile | 28 | 4.28 | 3.8 | 120 | -56 | 23 | 70 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | 9 | BrokerA | LMT | 95 | VAR>budget | TightenStops | Risk above budget threshold | 100 | -8 | 121 | 3 | false | Increase defensive factor exposure |
P1830 | Opportunistic | IRA | USD | 2025-11-07 | 1,133,128 | 36,856 | 1,096,272 | 1 | 70 | 19.5 | 4.3 | 6.2 | AAPL:15.4%;QQQ:21.9%;VNQ:10.9%;IEF:19.1%;VOO:10.8%;XLF:21.9% | US:67.6;EU:10.0;APAC:16.9;EM:4.1;Other:1.4 | Value:+0.3;Growth:-0.7;Quality:-0.0;Size:-0.3;Momentum:+0.5;LowVol:+0.5 | MaxPos8% | 5 | 25 | 4.9 | trailing 7% | 241 | 25.8 | Bear | 23.1 | 3.11 | 2.6 | 151 | 1 | 49 | 68 | false | Rebalance | Shift +1% to bonds from equity | 31 | 12 | BrokerA | VWAP | 99 | null | null | Normal monitoring | 119 | -45 | 253 | 5 | false | Tighten stops on momentum names |
P1831 | Hands-off | Taxable | USD | 2024-10-06 | 410,655 | 30,368 | 380,287 | 1 | 66.4 | 24.4 | 1.8 | 7.4 | HYG:36.1%;BND:27.8%;GLD:36.1% | US:66.0;EU:13.6;APAC:10.6;EM:4.9;Other:4.9 | Value:-0.5;Growth:+0.9;Quality:-0.4;Size:+0.8;Momentum:-0.2;LowVol:-0.5 | ESGOnly;MaxPos6% | 8 | 35 | 5.4 | hard 10% | 144 | 14.3 | Sideways | 15.2 | 4.4 | 2.9 | 133 | 10 | 43 | 41 | false | Buy | Add to core equity +1% | 29 | -1 | BrokerB | MKT | 88 | null | null | Normal monitoring | -9 | -41 | -3 | 3 | false | Tighten stops on momentum names |
P1832 | Systematic | 401k | USD | 2025-03-08 | 1,816,545 | 82,163 | 1,734,382 | 1 | 57.1 | 20.8 | 17 | 5.1 | VNQ:10.5%;AAPL:19.3%;VOO:8.9%;HYG:20.8%;IEF:20.8%;QQQ:19.6% | US:67.0;EU:11.0;APAC:13.0;EM:7.8;Other:1.2 | Value:+0.2;Growth:+0.7;Quality:-0.4;Size:+0.4;Momentum:-1.0;LowVol:-0.8 | MaxPos8%;NoDerivatives | 7 | 30 | 4.6 | trailing 8% | 132 | 16.9 | Bull | 15.5 | 3.5 | 3.1 | 76 | 72 | 78 | 43 | false | Rebalance | Shift +1% to bonds from equity | -13 | -26 | BrokerB | MKT | 96 | null | null | Normal monitoring | -54 | 13 | -48 | 3 | false | Increase defensive factor exposure |
P1833 | Active | Trust | USD | 2025-08-08 | 531,067 | 37,940 | 493,127 | 1 | 65 | 22.7 | 7.3 | 5 | HYG:12.2%;QQQ:22.4%;VOO:22.4%;TLT:20.8%;AMZN:22.4% | US:71.7;EU:7.3;APAC:7.2;EM:11.6;Other:2.3 | Value:0.0;Growth:-0.8;Quality:-1.0;Size:+0.2;Momentum:-0.7;LowVol:-0.8 | MaxPos6%;NoDerivatives | 8 | 30 | 4.7 | trailing 9% | 212 | 18 | Bear | 31.5 | 4.2 | 2.5 | 213 | 26 | 63 | 73 | true | Hedge | Buy index puts 1% notional | -3 | -14 | BrokerA | LMT | 91 | VAR>budget | TightenStops | Risk above budget threshold | -26 | 19 | 68 | 2 | false | Tax-aware sells next window |
P1834 | Hands-off | Roth | USD | 2025-03-04 | 585,902 | 48,527 | 537,375 | 1 | 63.2 | 19.3 | 9.6 | 7.9 | GLD:32.5%;TSLA:33.7%;QQQ:33.7% | US:65.3;EU:14.1;APAC:9.7;EM:7.6;Other:3.2 | Value:+0.7;Growth:-0.4;Quality:-0.3;Size:+0.7;Momentum:+0.9;LowVol:-0.4 | ESGOnly;MaxPos7%;NoDerivatives | 10 | 30 | 3.9 | trailing 10% | 149 | 13.7 | Sideways | 21.4 | 3.88 | 2.1 | 125 | 6 | 41 | 61 | false | Rebalance | Shift +1% to bonds from equity | 8 | 4 | BrokerA | MKT | 98 | null | null | Normal monitoring | -37 | -41 | 16 | 4 | false | Tighten stops on momentum names |
P1835 | Active | Roth | USD | 2025-03-07 | 1,302,851 | 130,613 | 1,172,238 | 1.22 | 61.3 | 20.8 | 10.5 | 7.4 | TSLA:25.5%;AMZN:25.5%;VNQ:25.5%;BND:23.5% | US:64.8;EU:8.1;APAC:14.7;EM:6.8;Other:5.7 | Value:-0.5;Growth:-0.9;Quality:+0.8;Size:-0.3;Momentum:+0.1;LowVol:-0.7 | MaxPos6%;NoDerivatives | 10 | 35 | 4.2 | hard 12% | 121 | 23.8 | Bear | 23.9 | 4.16 | 2.2 | 142 | -107 | 5 | 69 | false | Buy | Add to core equity +1% | 21 | -12 | BrokerC | VWAP | 100 | null | null | Normal monitoring | -38 | -29 | -4 | 3 | false | Within IPS guidelines |
P1836 | Cautious | IRA | USD | 2024-11-13 | 862,853 | 114,630 | 748,223 | 1 | 36.4 | 43 | 4.5 | 16.1 | IEF:19.3%;XLF:21.5%;BRK.B:21.5%;VTI:21.5%;MUB:16.2% | US:62.2;EU:20.8;APAC:6.4;EM:9.8;Other:0.8 | Value:-0.4;Growth:+0.9;Quality:+0.1;Size:-0.5;Momentum:-0.1;LowVol:+0.9 | NoMargin | 6 | 35 | 3.6 | hard 10% | 126 | 13.5 | Volatile | 28.2 | 4.6 | 3.3 | 168 | 80 | 92 | 58 | false | Rebalance | Shift +1% to bonds from equity | 18 | -14 | BrokerC | MKT | 88 | null | null | Normal monitoring | 6 | -53 | 75 | 5 | false | Monitor dispersion and breadth |
P1837 | Active | 401k | USD | 2024-08-02 | 1,693,600 | 151,408 | 1,542,192 | 1 | 53.9 | 24.3 | 13.3 | 8.4 | QQQ:25.0%;XLF:25.0%;VTI:25.0%;VOO:25.0% | US:60.2;EU:12.2;APAC:15.3;EM:9.2;Other:3.0 | Value:-0.8;Growth:-0.0;Quality:+0.4;Size:+0.7;Momentum:+0.3;LowVol:-0.7 | null | 5 | 25 | 5.8 | trailing 9% | 227 | 24 | Bull | 11.3 | 3.56 | 3.4 | 117 | 92 | 93 | 24 | false | Sell | Trim extended winner -1% | 24 | -35 | BrokerA | MKT | 87 | null | null | Normal monitoring | -37 | -60 | 83 | 5 | false | Monitor dispersion and breadth |
P1838 | Cautious | Trust | USD | 2025-04-01 | 285,962 | 33,674 | 252,288 | 1 | 40.3 | 31.5 | 10.6 | 17.6 | QQQ:26.9%;VNQ:26.9%;XLF:26.9%;BRK.B:19.2% | US:72.9;EU:6.5;APAC:13.1;EM:7.2;Other:0.3 | Value:0.0;Growth:+0.3;Quality:+0.4;Size:-0.7;Momentum:0.0;LowVol:+0.8 | NoMargin | 5 | 25 | 3.2 | trailing 8% | 145 | 17.7 | Bull | 11.7 | 4.63 | 3 | 78 | 36 | 82 | 28 | false | Buy | Add to core equity +1% | 9 | 7 | BrokerA | LMT | 96 | null | null | Normal monitoring | 10 | -54 | 138 | 4 | false | Increase defensive factor exposure |
P1839 | Active | Trust | USD | 2024-09-26 | 2,044,586 | 205,386 | 1,839,200 | 1 | 63.9 | 27.5 | 0 | 8.6 | MUB:20.0%;BRK.B:18.6%;GLD:19.7%;IEF:17.4%;VTI:13.8%;XLF:10.4% | US:68.7;EU:14.8;APAC:9.3;EM:6.5;Other:0.7 | Value:-0.7;Growth:+0.8;Quality:+0.9;Size:+0.2;Momentum:-0.3;LowVol:+0.2 | null | 7 | 25 | 5.7 | hard 12% | 174 | 19.8 | Volatile | 20.9 | 5.13 | 4.1 | 128 | 68 | 83 | 67 | false | Sell | Trim extended winner -1% | -9 | -27 | BrokerC | MKT | 86 | null | null | Normal monitoring | 68 | 3 | 126 | 4 | false | Increase defensive factor exposure |
P1840 | Systematic | Taxable | USD | 2025-08-09 | 473,110 | 45,501 | 427,609 | 1 | 67.2 | 21.8 | 3.9 | 7.1 | VNQ:19.7%;BND:31.5%;AAPL:31.5%;VTI:17.3% | US:65.8;EU:10.8;APAC:17.1;EM:5.7;Other:0.6 | Value:-0.3;Growth:+0.2;Quality:-0.1;Size:-0.0;Momentum:-0.1;LowVol:+0.2 | MaxPos8% | 10 | 35 | 5.5 | hard 12% | 199 | 23.7 | Sideways | 19.3 | 4.18 | 2.3 | 136 | -21 | 41 | 62 | false | Hedge | Add TLT +1% as duration hedge | 16 | -35 | BrokerC | MKT | 90 | null | null | Normal monitoring | 56 | -1 | 139 | 5 | false | Tighten stops on momentum names |
P1841 | Hands-off | 401k | USD | 2025-07-26 | 340,960 | 27,249 | 313,711 | 1 | 68 | 22.8 | 0 | 9.2 | GLD:15.8%;MUB:22.8%;AMZN:11.2%;VNQ:25.1%;HYG:25.1% | US:60.6;EU:11.1;APAC:13.3;EM:10.3;Other:4.8 | Value:-0.5;Growth:-1.0;Quality:+0.1;Size:-0.7;Momentum:+0.3;LowVol:+0.7 | null | 10 | 30 | 4.2 | hard 10% | 100 | 12.8 | Bull | 14.5 | 4.83 | 3.4 | 75 | 119 | 100 | 51 | true | Hedge | Buy index puts 1% notional | 4 | -32 | BrokerB | LMT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 18 | -13 | 112 | 2 | false | Within IPS guidelines |
P1842 | Hands-off | Roth | USD | 2025-02-05 | 449,162 | 43,094 | 406,068 | 1 | 69.1 | 16.8 | 7.2 | 7 | QQQ:33.3%;VOO:33.3%;TLT:33.3% | US:66.4;EU:8.8;APAC:12.2;EM:7.5;Other:5.1 | Value:-0.8;Growth:+0.4;Quality:+0.8;Size:-0.6;Momentum:-1.0;LowVol:+0.9 | null | 5 | 30 | 3.9 | trailing 10% | 111 | 14.4 | Volatile | 22.2 | 4.61 | 2 | 172 | -10 | 37 | 69 | false | Rebalance | Shift +1% to bonds from equity | 14 | -11 | BrokerB | MKT | 97 | null | null | Normal monitoring | 28 | 0 | 2 | 5 | false | Within IPS guidelines |
P1843 | Systematic | IRA | USD | 2025-08-09 | 722,749 | 68,068 | 654,681 | 1 | 58.5 | 29.4 | 6.5 | 5.6 | XLF:21.0%;AAPL:21.0%;HYG:7.6%;MSFT:11.9%;TSLA:17.5%;AMZN:21.0% | US:73.2;EU:7.8;APAC:10.6;EM:4.0;Other:4.4 | Value:+0.2;Growth:+0.3;Quality:+0.8;Size:-0.1;Momentum:+0.9;LowVol:+0.7 | null | 10 | 30 | 4.2 | hard 12% | 157 | 21.3 | Bear | 28.8 | 3.89 | 1.8 | 218 | -39 | 18 | 70 | false | Rebalance | Shift +1% to bonds from equity | -14 | 7 | BrokerA | VWAP | 85 | null | null | Normal monitoring | 45 | -51 | 91 | 3 | false | Increase defensive factor exposure |
P1844 | Cautious | 401k | USD | 2024-12-14 | 291,700 | 45,397 | 246,303 | 1 | 42.5 | 41.2 | 0 | 16.2 | VOO:26.8%;HYG:36.6%;TLT:36.6% | US:58.3;EU:18.2;APAC:7.7;EM:11.3;Other:4.4 | Value:+0.9;Growth:-0.4;Quality:+1.0;Size:+0.9;Momentum:+0.8;LowVol:+1.0 | ESGOnly;NoMargin | 7 | 25 | 3.6 | trailing 8% | 111 | 17.6 | Volatile | 23 | 5.36 | 4.2 | 138 | 32 | 76 | 44 | false | Buy | Add to core equity +1% | 21 | -23 | BrokerA | MKT | 86 | null | null | Normal monitoring | -53 | -3 | 57 | 4 | false | Within IPS guidelines |
P1845 | Systematic | Trust | USD | 2025-07-25 | 728,672 | 55,608 | 673,064 | 1 | 63.3 | 31.4 | 0 | 5.3 | QQQ:13.8%;AMZN:28.7%;TSLA:28.7%;GLD:28.7% | US:76.7;EU:10.2;APAC:7.9;EM:4.4;Other:0.9 | Value:+0.3;Growth:-0.1;Quality:+0.1;Size:+0.8;Momentum:-0.3;LowVol:+0.4 | MaxPos6% | 5 | 25 | 4.4 | hard 12% | 130 | 26.8 | Bull | 17.7 | 4.98 | 3 | 99 | 6 | 44 | 62 | false | Buy | Add to core equity +1% | 18 | -22 | BrokerA | MKT | 86 | null | null | Normal monitoring | 88 | 11 | 194 | 4 | false | Monitor dispersion and breadth |
P1846 | Active | Trust | USD | 2025-03-01 | 2,185,198 | 257,895 | 1,927,303 | 1.18 | 57.1 | 25.4 | 11.8 | 5.7 | MSFT:20.3%;TSLA:21.8%;GLD:21.8%;VNQ:14.2%;VTI:21.8% | US:66.2;EU:12.9;APAC:9.9;EM:8.9;Other:2.1 | Value:+0.2;Growth:-0.4;Quality:+1.0;Size:+0.1;Momentum:+0.5;LowVol:+0.6 | null | 10 | 35 | 5.1 | trailing 8% | 122 | 23.7 | Sideways | 15.4 | 4.35 | 2.2 | 102 | -29 | 45 | 35 | false | Sell | Trim extended winner -1% | -12 | -29 | BrokerB | LMT | 91 | null | null | Normal monitoring | 27 | -10 | 17 | 4 | false | Monitor dispersion and breadth |
P1847 | Cautious | IRA | USD | 2025-01-16 | 862,470 | 81,058 | 781,412 | 1 | 39.4 | 42.2 | 7.9 | 10.4 | TSLA:30.4%;BND:30.4%;VOO:24.4%;VNQ:14.7% | US:68.1;EU:16.9;APAC:9.5;EM:4.3;Other:1.2 | Value:-0.8;Growth:+0.1;Quality:+0.1;Size:+0.6;Momentum:-0.2;LowVol:+0.7 | ESGOnly;MaxPos7%;NoMargin | 8 | 25 | 5.3 | trailing 10% | 163 | 17.5 | Bull | 12.2 | 3.7 | 2.9 | 98 | 116 | 100 | 25 | false | Rebalance | Shift +1% to bonds from equity | 11 | -8 | BrokerB | MKT | 92 | null | null | Normal monitoring | 40 | 12 | 25 | 5 | false | Increase defensive factor exposure |
P1848 | Hands-off | Trust | USD | 2025-10-11 | 257,353 | 20,538 | 236,815 | 1 | 69.5 | 25.7 | 0 | 4.9 | TSLA:23.6%;BND:25.5%;AMZN:25.5%;QQQ:25.5% | US:64.9;EU:11.9;APAC:8.5;EM:10.2;Other:4.4 | Value:+0.9;Growth:-0.9;Quality:-0.0;Size:+0.8;Momentum:-0.2;LowVol:+0.3 | ESGOnly;MaxPos7% | 10 | 35 | 5.6 | trailing 8% | 93 | 14.3 | Bull | 14 | 4.4 | 2.3 | 92 | 106 | 100 | 49 | false | Buy | Add to core equity +1% | -9 | 4 | BrokerB | VWAP | 90 | null | null | Normal monitoring | 28 | 5 | 7 | 5 | false | Tighten stops on momentum names |
P1849 | Cautious | 401k | USD | 2024-09-04 | 545,827 | 61,337 | 484,490 | 1 | 41.9 | 35.6 | 11.2 | 11.3 | BRK.B:9.5%;BND:11.5%;VNQ:21.0%;MUB:21.0%;TLT:15.9%;HYG:21.0% | US:72.8;EU:9.0;APAC:7.4;EM:10.5;Other:0.4 | Value:+0.7;Growth:-0.3;Quality:+0.2;Size:+0.7;Momentum:-0.6;LowVol:-0.5 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 5 | 25 | 4.9 | trailing 10% | 95 | 14 | Volatile | 24.1 | 3.67 | 3.5 | 146 | 64 | 70 | 55 | false | Sell | Trim extended winner -1% | -8 | -6 | BrokerA | MKT | 85 | null | null | Normal monitoring | 50 | 19 | 11 | 5 | false | Increase defensive factor exposure |
P1850 | Active | Trust | USD | 2025-06-28 | 1,531,709 | 124,305 | 1,407,404 | 1 | 57.3 | 27 | 9.6 | 6.1 | HYG:27.0%;QQQ:20.1%;BRK.B:27.0%;BND:26.0% | US:68.0;EU:10.0;APAC:6.4;EM:12.0;Other:3.6 | Value:+0.8;Growth:-0.2;Quality:+0.9;Size:+0.8;Momentum:-0.3;LowVol:-0.3 | null | 7 | 25 | 4.5 | trailing 9% | 127 | 19.2 | Volatile | 22.4 | 3.87 | 2.6 | 146 | -2 | 48 | 69 | false | Buy | Add to core equity +1% | 11 | -39 | BrokerA | MKT | 91 | null | null | Normal monitoring | 116 | -39 | 93 | 4 | false | Within IPS guidelines |
P1851 | Hands-off | 401k | USD | 2025-03-26 | 291,917 | 24,180 | 267,737 | 1 | 57.9 | 19.6 | 15 | 7.4 | VTI:20.9%;MSFT:20.9%;AAPL:8.5%;BND:20.8%;VOO:17.0%;MUB:12.0% | US:64.7;EU:17.3;APAC:7.3;EM:6.6;Other:4.1 | Value:+0.8;Growth:-0.5;Quality:-0.7;Size:+0.3;Momentum:-0.8;LowVol:+0.7 | ESGOnly;MaxPos7% | 8 | 25 | 5.5 | hard 10% | 98 | 12.4 | Bull | 15.6 | 4.94 | 3 | 94 | 86 | 87 | 43 | false | Rebalance | Shift +1% to bonds from equity | 35 | -30 | BrokerD | MKT | 90 | null | null | Normal monitoring | 3 | -31 | 4 | 5 | false | Tax-aware sells next window |
P1852 | Cautious | 401k | USD | 2025-07-14 | 646,353 | 103,052 | 543,301 | 1 | 49.9 | 34.4 | 4.6 | 11.1 | AAPL:33.3%;VNQ:33.3%;TLT:33.3% | US:69.6;EU:10.4;APAC:5.5;EM:10.9;Other:3.6 | Value:-0.6;Growth:+0.7;Quality:-0.3;Size:-0.7;Momentum:-0.0;LowVol:-0.1 | NoMargin | 10 | 30 | 5 | hard 10% | 119 | 12.6 | Sideways | 17.7 | 4.64 | 2.5 | 116 | 33 | 55 | 35 | false | Buy | Add to core equity +1% | 31 | -10 | BrokerC | MKT | 90 | null | null | Normal monitoring | 43 | -30 | 6 | 5 | false | Tighten stops on momentum names |
P1853 | Hands-off | 401k | USD | 2025-08-18 | 797,745 | 79,537 | 718,208 | 1 | 61.1 | 25.3 | 8.1 | 5.5 | QQQ:25.8%;MSFT:13.0%;AAPL:13.0%;BRK.B:25.8%;AMZN:22.5% | US:69.5;EU:7.1;APAC:12.5;EM:8.7;Other:2.1 | Value:-0.5;Growth:+0.5;Quality:+0.4;Size:+0.3;Momentum:-0.6;LowVol:+0.9 | ESGOnly;NoDerivatives | 7 | 25 | 3.2 | hard 10% | 148 | 12.6 | Bull | 17.8 | 4.35 | 2.4 | 120 | 30 | 62 | 59 | false | Buy | Add to core equity +1% | 20 | -1 | BrokerD | VWAP | 89 | null | null | Normal monitoring | 58 | -24 | 30 | 5 | false | Increase defensive factor exposure |
P1854 | Active | IRA | USD | 2024-12-05 | 2,177,751 | 186,436 | 1,991,315 | 1 | 53.6 | 22.1 | 15.8 | 8.6 | TSLA:33.3%;MUB:33.3%;IEF:33.3% | US:66.3;EU:16.6;APAC:6.1;EM:7.4;Other:3.6 | Value:-0.6;Growth:+0.1;Quality:-0.3;Size:+0.7;Momentum:-0.1;LowVol:-0.7 | MaxPos8% | 6 | 30 | 4.5 | trailing 8% | 179 | 22.1 | Bear | 33.3 | 3.96 | 1.1 | 183 | -114 | 5 | 75 | true | Rebalance | Rebalance back to target bands | 27 | 7 | BrokerD | MKT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 35 | 6 | 4 | 4 | false | Increase defensive factor exposure |
P1855 | Hands-off | Trust | USD | 2025-03-30 | 164,979 | 15,167 | 149,812 | 1 | 69.9 | 21.7 | 0 | 8.4 | TSLA:24.7%;TLT:13.7%;VNQ:24.7%;VTI:24.7%;VOO:12.3% | US:68.8;EU:8.4;APAC:7.8;EM:10.6;Other:4.4 | Value:-1.0;Growth:-0.5;Quality:+0.3;Size:+0.5;Momentum:-0.3;LowVol:+0.3 | MaxPos5% | 10 | 30 | 3.8 | trailing 8% | 135 | 12.1 | Volatile | 27.4 | 5.48 | 3.8 | 129 | 2 | 61 | 83 | true | Rebalance | Rebalance back to target bands | 11 | -20 | BrokerD | MKT | 89 | VAR>budget | Reduce | Risk above budget threshold | 35 | -35 | 147 | 2 | false | Tighten stops on momentum names |
P1856 | Systematic | Roth | USD | 2024-10-13 | 1,502,784 | 136,982 | 1,365,802 | 1 | 55.7 | 30 | 6.4 | 7.8 | TLT:28.3%;XLF:28.3%;AMZN:28.3%;MUB:15.0% | US:71.9;EU:6.1;APAC:11.7;EM:9.1;Other:1.1 | Value:+0.5;Growth:-0.2;Quality:+1.0;Size:+0.7;Momentum:+0.5;LowVol:+0.4 | NoDerivatives | 6 | 25 | 4.4 | trailing 9% | 134 | 24 | Bull | 11.2 | 4.09 | 2.7 | 103 | 31 | 78 | 38 | true | Hedge | Buy index puts 1% notional | 34 | -3 | BrokerB | MKT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 1 | 11 | -38 | 5 | false | Increase defensive factor exposure |
P1857 | Systematic | Taxable | USD | 2025-12-23 | 1,044,559 | 70,917 | 973,642 | 1 | 57.5 | 25.4 | 10.5 | 6.6 | IEF:33.3%;TSLA:33.3%;AMZN:33.3% | US:64.4;EU:8.4;APAC:11.9;EM:9.8;Other:5.4 | Value:-0.3;Growth:-1.0;Quality:+0.7;Size:+0.2;Momentum:-0.4;LowVol:0.0 | NoDerivatives | 10 | 35 | 5.2 | hard 12% | 149 | 25.9 | Bull | 14.4 | 4.99 | 2.9 | 93 | 42 | 60 | 36 | false | Buy | Add to core equity +1% | -10 | 5 | BrokerB | MKT | 96 | null | null | Normal monitoring | -48 | 19 | -44 | 4 | false | Tax-aware sells next window |
P1858 | Systematic | Trust | USD | 2024-11-10 | 683,890 | 41,177 | 642,713 | 1 | 63 | 30 | 0 | 7.1 | BND:35.2%;MUB:29.6%;GLD:35.2% | US:63.5;EU:15.3;APAC:9.2;EM:8.2;Other:3.8 | Value:+0.2;Growth:-0.6;Quality:+0.6;Size:+0.5;Momentum:-0.8;LowVol:+0.3 | MaxPos6% | 6 | 35 | 6 | hard 12% | 193 | 21.7 | Bull | 15.9 | 4.78 | 2.1 | 77 | 65 | 84 | 58 | false | Hedge | Add TLT +1% as duration hedge | 15 | -29 | BrokerD | MKT | 96 | null | null | Normal monitoring | 57 | -12 | 94 | 3 | false | Within IPS guidelines |
P1859 | Opportunistic | Taxable | USD | 2024-09-12 | 675,172 | 42,731 | 632,441 | 1.18 | 62.7 | 15.7 | 15.5 | 6.1 | GLD:12.2%;BND:13.1%;TSLA:18.1%;TLT:13.3%;AMZN:21.6%;VNQ:21.6% | US:72.9;EU:6.4;APAC:12.5;EM:3.7;Other:4.5 | Value:+0.2;Growth:-0.5;Quality:-0.8;Size:+0.9;Momentum:+0.8;LowVol:-0.8 | MaxPos8% | 7 | 25 | 4.9 | trailing 7% | 177 | 25 | Bull | 15.5 | 4.43 | 3.2 | 113 | 87 | 100 | 42 | true | Rebalance | Rebalance back to target bands | 28 | -8 | BrokerC | MKT | 90 | VAR>budget | Hedge | Risk above budget threshold | -28 | -47 | -58 | 3 | false | Tax-aware sells next window |
P1860 | Hands-off | Roth | USD | 2025-04-28 | 445,988 | 42,278 | 403,710 | 1 | 68.4 | 15.9 | 10.2 | 5.5 | VTI:33.3%;BRK.B:33.3%;GLD:33.3% | US:61.8;EU:13.3;APAC:8.2;EM:13.3;Other:3.5 | Value:-0.8;Growth:+0.6;Quality:-0.7;Size:+0.2;Momentum:+0.8;LowVol:-0.7 | MaxPos5%;NoDerivatives | 8 | 30 | 4.3 | trailing 10% | 169 | 14.2 | Bull | 15.3 | 3.98 | 2.7 | 104 | 19 | 49 | 55 | false | Hedge | Add TLT +1% as duration hedge | 20 | -25 | BrokerD | LMT | 98 | null | null | Normal monitoring | -13 | -27 | -29 | 3 | false | Tax-aware sells next window |
P1861 | Active | 401k | USD | 2025-03-01 | 530,029 | 40,829 | 489,200 | 1.17 | 50.9 | 23.6 | 19.4 | 6.2 | MUB:25.0%;BRK.B:25.0%;HYG:25.0%;MSFT:25.0% | US:67.8;EU:5.7;APAC:12.4;EM:9.3;Other:4.8 | Value:-0.0;Growth:-0.9;Quality:-0.8;Size:+0.1;Momentum:+0.1;LowVol:-0.5 | MaxPos8% | 5 | 35 | 5 | trailing 9% | 228 | 22.9 | Bull | 16 | 4.38 | 3 | 77 | 84 | 87 | 48 | false | Rebalance | Shift +1% to bonds from equity | -8 | -21 | BrokerC | MKT | 98 | null | null | Normal monitoring | -38 | -14 | -51 | 3 | false | Tighten stops on momentum names |
P1862 | Hands-off | IRA | USD | 2025-01-12 | 453,805 | 21,167 | 432,638 | 1 | 59.2 | 28.2 | 3 | 9.6 | BRK.B:22.9%;AMZN:19.4%;BND:19.3%;GLD:15.5%;HYG:22.9% | US:55.2;EU:18.0;APAC:14.0;EM:9.2;Other:3.6 | Value:+0.7;Growth:+1.0;Quality:+0.8;Size:-0.2;Momentum:-0.8;LowVol:+0.9 | MaxPos6%;NoDerivatives | 7 | 35 | 4.9 | trailing 10% | 168 | 12.6 | Bull | 17.8 | 4.3 | 2.5 | 91 | 60 | 69 | 51 | false | NoAction | Within bands; monitor | 26 | -9 | BrokerA | LMT | 95 | null | null | Normal monitoring | 75 | 5 | 95 | 5 | false | Monitor dispersion and breadth |
P1863 | Active | IRA | USD | 2025-05-04 | 1,760,438 | 142,367 | 1,618,071 | 1 | 64.6 | 26.3 | 0 | 9.1 | TLT:33.3%;VTI:33.3%;HYG:33.3% | US:66.6;EU:9.5;APAC:12.6;EM:4.8;Other:6.5 | Value:-0.1;Growth:-0.9;Quality:-0.1;Size:-0.6;Momentum:-0.5;LowVol:+0.2 | MaxPos7% | 6 | 35 | 5.8 | trailing 9% | 176 | 18.8 | Volatile | 23.7 | 5.12 | 4.5 | 145 | -58 | 10 | 70 | true | Hedge | Buy index puts 1% notional | 4 | -20 | BrokerB | VWAP | 91 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 71 | 4 | 85 | 5 | true | Increase defensive factor exposure |
P1864 | Hands-off | IRA | USD | 2025-04-27 | 771,842 | 31,979 | 739,863 | 1 | 66 | 27.4 | 0 | 6.6 | MSFT:12.2%;AMZN:20.9%;XLF:19.9%;VNQ:16.1%;HYG:19.5%;AAPL:11.4% | US:74.1;EU:6.0;APAC:8.4;EM:9.6;Other:2.0 | Value:-0.3;Growth:-0.5;Quality:-0.4;Size:-0.2;Momentum:-1.0;LowVol:-0.9 | MaxPos6% | 7 | 25 | 3.8 | hard 10% | 159 | 17 | Volatile | 31.7 | 4.22 | 2.2 | 155 | 77 | 100 | 90 | true | Hedge | Buy index puts 1% notional | 22 | -4 | BrokerA | LMT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 75 | -27 | 188 | 3 | false | Tighten stops on momentum names |
P1865 | Opportunistic | IRA | USD | 2024-08-17 | 1,428,237 | 66,588 | 1,361,649 | 1 | 63 | 16 | 16.7 | 4.2 | AMZN:33.3%;IEF:33.3%;HYG:33.3% | US:64.5;EU:10.6;APAC:15.7;EM:5.7;Other:3.5 | Value:+0.5;Growth:-0.9;Quality:+0.5;Size:-0.7;Momentum:-0.2;LowVol:-0.6 | null | 8 | 25 | 6.5 | trailing 9% | 201 | 21.7 | Bear | 24.9 | 3.77 | 1.4 | 206 | 20 | 48 | 66 | false | Rebalance | Shift +1% to bonds from equity | 23 | -17 | BrokerB | MKT | 97 | null | null | Normal monitoring | -6 | -13 | 7 | 4 | false | Within IPS guidelines |
P1866 | Hands-off | IRA | USD | 2025-08-26 | 395,268 | 37,469 | 357,799 | 1 | 56.8 | 24 | 12.1 | 7.1 | AMZN:22.3%;BND:22.0%;TSLA:22.3%;BRK.B:14.4%;HYG:19.0% | US:64.5;EU:18.0;APAC:8.3;EM:6.8;Other:2.4 | Value:-0.7;Growth:-0.8;Quality:-1.0;Size:+0.4;Momentum:-0.4;LowVol:+0.4 | ESGOnly;MaxPos5% | 6 | 30 | 4.2 | trailing 8% | 140 | 19.4 | Volatile | 20.4 | 3.53 | 2.4 | 149 | 55 | 66 | 53 | false | Buy | Add to core equity +1% | 22 | 6 | BrokerB | MKT | 95 | null | null | Normal monitoring | 31 | -34 | 130 | 3 | false | Tighten stops on momentum names |
P1867 | Cautious | 401k | USD | 2024-11-18 | 308,428 | 24,824 | 283,604 | 1 | 44 | 40 | 0 | 16 | BND:9.7%;MUB:20.3%;AMZN:13.5%;VOO:20.3%;IEF:16.0%;AAPL:20.3% | US:69.2;EU:11.0;APAC:9.9;EM:8.9;Other:0.9 | Value:-0.4;Growth:-0.5;Quality:-0.4;Size:+0.9;Momentum:+0.9;LowVol:+0.8 | NoDerivatives;NoMargin | 5 | 25 | 4.8 | trailing 8% | 107 | 17.2 | Bull | 15.5 | 3.71 | 3.1 | 106 | 24 | 56 | 29 | false | Buy | Add to core equity +1% | 35 | 4 | BrokerC | MKT | 95 | null | null | Normal monitoring | 43 | -50 | 75 | 4 | false | Tighten stops on momentum names |
P1868 | Active | Roth | USD | 2024-11-14 | 762,811 | 62,218 | 700,593 | 1 | 54.1 | 29.5 | 9.5 | 6.9 | BND:33.3%;HYG:33.3%;MUB:33.3% | US:70.8;EU:6.1;APAC:13.9;EM:6.5;Other:2.6 | Value:-0.6;Growth:+0.6;Quality:-0.2;Size:+0.1;Momentum:0.0;LowVol:-0.4 | MaxPos7% | 7 | 25 | 4.6 | trailing 9% | 121 | 24.1 | Bull | 16.7 | 4.49 | 2.9 | 105 | 45 | 60 | 40 | false | NoAction | Within bands; monitor | 26 | -6 | BrokerA | MKT | 0 | null | null | Normal monitoring | 27 | -23 | 122 | 4 | false | Monitor dispersion and breadth |
P1869 | Opportunistic | 401k | USD | 2024-11-15 | 927,225 | 66,598 | 860,627 | 1 | 63.2 | 18.5 | 12.1 | 6.1 | AMZN:19.9%;BND:26.7%;TLT:26.7%;XLF:26.7% | US:64.0;EU:13.2;APAC:15.0;EM:6.7;Other:1.1 | Value:-0.4;Growth:-0.9;Quality:-0.7;Size:+0.2;Momentum:+0.4;LowVol:+0.9 | MaxPos8%;NoDerivatives | 10 | 25 | 6.6 | trailing 7% | 173 | 26.7 | Volatile | 27.8 | 4.07 | 3.2 | 131 | 39 | 70 | 72 | true | Hedge | Buy index puts 1% notional | 27 | 11 | BrokerD | VWAP | 99 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 117 | 14 | 186 | 4 | false | Tax-aware sells next window |
P1870 | Active | Roth | USD | 2024-07-14 | 1,474,096 | 132,634 | 1,341,462 | 1 | 62.8 | 28.2 | 2.7 | 6.2 | GLD:33.3%;TLT:33.3%;IEF:33.3% | US:65.4;EU:13.7;APAC:8.6;EM:8.4;Other:3.9 | Value:-0.6;Growth:-0.9;Quality:-0.0;Size:+0.6;Momentum:-0.0;LowVol:+0.7 | NoDerivatives | 6 | 25 | 4.3 | hard 12% | 154 | 18.7 | Bull | 14.8 | 4.58 | 2.7 | 105 | 52 | 64 | 57 | false | Buy | Add to core equity +1% | 9 | -31 | BrokerB | MKT | 97 | null | null | Normal monitoring | -37 | 0 | -65 | 5 | false | Tighten stops on momentum names |
P1871 | Opportunistic | IRA | USD | 2024-07-23 | 1,298,532 | 74,174 | 1,224,358 | 1 | 69.3 | 21.7 | 4 | 5 | AAPL:8.3%;MUB:17.1%;BRK.B:21.4%;MSFT:12.7%;AMZN:19.0%;GLD:21.4% | US:65.3;EU:12.0;APAC:7.3;EM:12.3;Other:3.1 | Value:-0.9;Growth:-0.6;Quality:-0.2;Size:-0.0;Momentum:+0.8;LowVol:+0.4 | MaxPos5% | 8 | 30 | 6.9 | hard 12% | 170 | 24 | Sideways | 21.7 | 3.54 | 2.1 | 111 | 21 | 54 | 59 | false | Rebalance | Shift +1% to bonds from equity | 1 | 0 | BrokerA | VWAP | 87 | null | null | Normal monitoring | -60 | -55 | -40 | 3 | false | Tighten stops on momentum names |
P1872 | Active | Roth | USD | 2025-05-30 | 626,987 | 75,123 | 551,864 | 1 | 51.5 | 18.3 | 21 | 9.2 | BND:17.8%;IEF:12.8%;BRK.B:10.0%;HYG:23.1%;GLD:23.1%;VTI:13.2% | US:74.1;EU:9.7;APAC:9.3;EM:4.0;Other:2.9 | Value:-0.9;Growth:-0.5;Quality:+0.7;Size:-0.1;Momentum:+0.6;LowVol:+0.3 | MaxPos6% | 5 | 30 | 4.4 | hard 12% | 168 | 24.1 | Sideways | 16.2 | 4.07 | 2 | 132 | 48 | 76 | 48 | false | Buy | Add to core equity +1% | -4 | -8 | BrokerB | MKT | 95 | null | null | Normal monitoring | -56 | -41 | 4 | 3 | false | Monitor dispersion and breadth |
P1873 | Systematic | 401k | USD | 2024-12-30 | 548,509 | 36,006 | 512,503 | 1 | 65.7 | 27.7 | 0 | 6.6 | AMZN:13.9%;VTI:22.2%;GLD:22.2%;BND:19.6%;MUB:22.2% | US:60.8;EU:20.7;APAC:10.0;EM:6.6;Other:1.8 | Value:-0.2;Growth:+0.7;Quality:+0.4;Size:+0.4;Momentum:+0.9;LowVol:-0.7 | null | 5 | 35 | 4.7 | trailing 8% | 203 | 24.8 | Volatile | 26.7 | 4.48 | 3.3 | 115 | 68 | 81 | 63 | false | Buy | Add to core equity +1% | 24 | 14 | BrokerC | LMT | 88 | null | null | Normal monitoring | 43 | -27 | 115 | 5 | false | Monitor dispersion and breadth |
P1874 | Cautious | 401k | USD | 2025-02-11 | 508,271 | 58,232 | 450,039 | 1 | 50.2 | 34.5 | 1.8 | 13.5 | HYG:33.3%;BRK.B:33.3%;MUB:33.3% | US:73.6;EU:11.5;APAC:8.1;EM:3.6;Other:3.2 | Value:-0.3;Growth:+0.8;Quality:-0.3;Size:-0.1;Momentum:-0.1;LowVol:+0.4 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 5.2 | hard 10% | 98 | 16.6 | Volatile | 29.4 | 5.49 | 2.8 | 110 | 34 | 52 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -32 | BrokerB | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -3 | 2 | 32 | 2 | false | Within IPS guidelines |
P1875 | Opportunistic | Trust | USD | 2025-07-13 | 323,896 | 17,257 | 306,639 | 1.22 | 69 | 11.7 | 14.8 | 4.5 | TSLA:33.3%;IEF:33.3%;MUB:33.3% | US:62.8;EU:14.5;APAC:14.0;EM:7.6;Other:1.0 | Value:-0.1;Growth:0.0;Quality:+0.2;Size:-0.1;Momentum:+0.3;LowVol:-0.4 | MaxPos6% | 5 | 25 | 5.1 | hard 12% | 268 | 34 | Volatile | 20.3 | 3.81 | 2 | 147 | 50 | 77 | 56 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -13 | BrokerC | VWAP | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 86 | -41 | 218 | 5 | true | Tighten stops on momentum names |
P1876 | Active | 401k | USD | 2025-02-12 | 1,209,210 | 82,240 | 1,126,970 | 1 | 58.8 | 30.5 | 5.4 | 5.2 | HYG:12.8%;MSFT:21.4%;BRK.B:15.9%;BND:7.2%;MUB:21.4%;VNQ:21.4% | US:67.8;EU:15.6;APAC:7.3;EM:5.7;Other:3.6 | Value:-0.1;Growth:-0.3;Quality:-0.8;Size:-0.7;Momentum:+0.6;LowVol:-0.4 | null | 5 | 30 | 4.8 | trailing 9% | 181 | 16.3 | Sideways | 16.9 | 3.92 | 2.7 | 138 | 16 | 68 | 56 | true | Rebalance | Rebalance back to target bands | 19 | -3 | BrokerA | LMT | 93 | VAR>budget | Pause | Risk above budget threshold | 76 | -11 | 210 | 5 | false | Within IPS guidelines |
P1877 | Cautious | Taxable | USD | 2025-06-27 | 838,980 | 100,369 | 738,611 | 1 | 51.4 | 34.3 | 2 | 12.3 | XLF:25.3%;BRK.B:37.3%;AAPL:37.3% | US:72.9;EU:10.6;APAC:6.7;EM:5.9;Other:4.0 | Value:+0.1;Growth:0.0;Quality:-1.0;Size:-0.1;Momentum:+0.2;LowVol:+0.2 | MaxPos7%;NoDerivatives;NoMargin | 8 | 25 | 4.2 | hard 10% | 97 | 15 | Bull | 14.9 | 4.66 | 2.4 | 117 | 104 | 88 | 38 | false | Buy | Add to core equity +1% | -15 | -22 | BrokerB | LMT | 95 | null | null | Normal monitoring | -15 | -9 | 115 | 5 | false | Tax-aware sells next window |
P1878 | Hands-off | Trust | USD | 2025-10-08 | 588,522 | 32,701 | 555,821 | 1 | 74.2 | 16.3 | 0.1 | 9.5 | XLF:12.3%;BND:17.4%;VOO:22.2%;MUB:9.6%;TLT:22.2%;GLD:16.3% | US:58.2;EU:12.9;APAC:14.0;EM:11.6;Other:3.3 | Value:+0.7;Growth:-0.4;Quality:-1.0;Size:+0.8;Momentum:+1.0;LowVol:-0.6 | ESGOnly | 7 | 25 | 5.8 | trailing 8% | 143 | 16.6 | Sideways | 17 | 4.39 | 2.8 | 116 | 13 | 48 | 59 | false | Buy | Add to core equity +1% | -5 | -28 | BrokerB | VWAP | 99 | null | null | Normal monitoring | 66 | 9 | 149 | 5 | false | Monitor dispersion and breadth |
P1879 | Active | Roth | USD | 2025-07-27 | 2,060,696 | 240,296 | 1,820,400 | 1.09 | 58.7 | 23.6 | 10.9 | 6.8 | VTI:21.2%;VNQ:12.2%;TLT:17.6%;TSLA:24.5%;AAPL:24.5% | US:76.7;EU:6.8;APAC:8.3;EM:8.0;Other:0.1 | Value:+0.9;Growth:+0.8;Quality:-0.2;Size:+0.2;Momentum:+0.9;LowVol:+0.5 | null | 8 | 30 | 4.4 | trailing 8% | 198 | 26.8 | Sideways | 19 | 4.03 | 2.9 | 116 | 54 | 63 | 59 | false | Hedge | Add TLT +1% as duration hedge | -1 | 11 | BrokerB | LMT | 95 | null | null | Normal monitoring | 71 | -4 | 90 | 5 | false | Monitor dispersion and breadth |
P1880 | Cautious | 401k | USD | 2025-03-11 | 462,057 | 40,028 | 422,029 | 1 | 50.3 | 39.7 | 0 | 10.1 | BND:18.9%;VNQ:14.2%;MUB:24.0%;VTI:18.9%;TLT:24.0% | US:60.5;EU:14.7;APAC:11.9;EM:10.2;Other:2.7 | Value:-0.4;Growth:-0.7;Quality:-0.5;Size:-0.1;Momentum:-0.1;LowVol:-0.2 | ESGOnly;NoDerivatives;NoMargin | 5 | 25 | 3.7 | trailing 10% | 132 | 13 | Volatile | 26.9 | 3.87 | 4.1 | 138 | -33 | 27 | 57 | false | NoAction | Within bands; monitor | 30 | -11 | BrokerA | MKT | 0 | null | null | Normal monitoring | 14 | 3 | 47 | 3 | false | Within IPS guidelines |
P1881 | Cautious | Taxable | USD | 2025-08-03 | 822,480 | 77,972 | 744,508 | 1 | 46 | 31.6 | 6.9 | 15.5 | XLF:33.3%;MSFT:33.3%;AAPL:33.3% | US:65.4;EU:11.2;APAC:10.7;EM:10.7;Other:1.9 | Value:+0.4;Growth:-0.1;Quality:-0.8;Size:+0.6;Momentum:-0.5;LowVol:+0.1 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 8 | 25 | 5.2 | trailing 8% | 112 | 13.9 | Volatile | 22.8 | 5.15 | 4.2 | 118 | -7 | 51 | 50 | false | Buy | Add to core equity +1% | 25 | -15 | BrokerB | MKT | 96 | null | null | Normal monitoring | -15 | -2 | 91 | 5 | false | Tighten stops on momentum names |
P1882 | Cautious | Taxable | USD | 2025-11-29 | 405,441 | 62,218 | 343,223 | 1 | 43 | 36.6 | 8.1 | 12.3 | TSLA:30.3%;BRK.B:34.9%;AMZN:34.9% | US:58.8;EU:16.2;APAC:13.8;EM:9.2;Other:2.0 | Value:+0.1;Growth:-0.7;Quality:-0.7;Size:-0.9;Momentum:0.0;LowVol:-0.3 | ESGOnly;NoMargin | 8 | 30 | 4.1 | trailing 10% | 124 | 15.6 | Sideways | 19.6 | 3.58 | 2.9 | 121 | 8 | 47 | 43 | false | Rebalance | Shift +1% to bonds from equity | 18 | -26 | BrokerA | LMT | 93 | null | null | Normal monitoring | -29 | 3 | 65 | 4 | false | Monitor dispersion and breadth |
P1883 | Cautious | Roth | USD | 2025-01-12 | 884,805 | 82,114 | 802,691 | 1 | 39.3 | 38.3 | 6.6 | 15.8 | TSLA:33.2%;AMZN:33.4%;AAPL:33.4% | US:65.8;EU:16.0;APAC:7.8;EM:9.2;Other:1.3 | Value:+0.4;Growth:-0.5;Quality:+0.5;Size:-0.4;Momentum:+0.3;LowVol:+0.2 | MaxPos5%;NoMargin | 10 | 25 | 5.5 | trailing 8% | 114 | 16 | Sideways | 18.4 | 4.03 | 2.4 | 115 | 18 | 51 | 48 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -27 | BrokerB | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | 96 | -12 | 84 | 5 | false | Monitor dispersion and breadth |
P1884 | Active | Trust | USD | 2025-10-16 | 2,119,922 | 168,824 | 1,951,098 | 1 | 60.3 | 30.7 | 0 | 9 | VTI:25.5%;TSLA:23.4%;AAPL:25.5%;IEF:25.5% | US:67.5;EU:12.1;APAC:9.1;EM:9.1;Other:2.2 | Value:+0.9;Growth:+0.1;Quality:+0.3;Size:-0.8;Momentum:-0.5;LowVol:-0.3 | null | 10 | 35 | 5.6 | hard 12% | 202 | 22.9 | Bull | 12.1 | 4.88 | 3.1 | 79 | 1 | 39 | 46 | false | Sell | Trim extended winner -1% | 9 | 4 | BrokerA | LMT | 87 | null | null | Normal monitoring | 34 | -45 | 101 | 4 | false | Tax-aware sells next window |
P1885 | Opportunistic | Trust | USD | 2025-05-19 | 1,413,171 | 89,403 | 1,323,768 | 1 | 66.7 | 20.3 | 6.1 | 6.9 | GLD:22.4%;TSLA:22.4%;VTI:22.4%;TLT:10.5%;MUB:22.4% | US:61.1;EU:15.9;APAC:12.4;EM:6.8;Other:3.8 | Value:-0.8;Growth:-0.7;Quality:-0.3;Size:-1.0;Momentum:+0.8;LowVol:-0.2 | NoDerivatives | 5 | 25 | 6.9 | trailing 7% | 177 | 20.9 | Bear | 33.8 | 4.46 | 1.6 | 158 | -21 | 52 | 86 | true | Hedge | Buy index puts 1% notional | -14 | -11 | BrokerA | MKT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 120 | -58 | 155 | 2 | false | Monitor dispersion and breadth |
P1886 | Active | Trust | USD | 2024-10-29 | 2,277,981 | 233,029 | 2,044,952 | 1 | 64.6 | 29.4 | 0 | 6 | MSFT:25.0%;VTI:25.0%;AMZN:25.0%;VNQ:25.0% | US:70.6;EU:9.9;APAC:12.8;EM:4.7;Other:1.9 | Value:-0.8;Growth:+0.1;Quality:+1.0;Size:-0.3;Momentum:+0.3;LowVol:-0.0 | MaxPos5% | 5 | 30 | 4.3 | trailing 8% | 161 | 16.3 | Volatile | 20.9 | 4.07 | 2.7 | 174 | 45 | 84 | 53 | false | Sell | Trim extended winner -1% | 7 | -15 | BrokerA | VWAP | 95 | null | null | Normal monitoring | -27 | -31 | 9 | 5 | false | Increase defensive factor exposure |
P1887 | Cautious | Roth | USD | 2024-08-29 | 636,700 | 61,926 | 574,774 | 1 | 49.3 | 36.4 | 1.5 | 12.8 | BND:37.8%;IEF:37.8%;AMZN:24.5% | US:57.1;EU:16.5;APAC:15.4;EM:9.0;Other:2.1 | Value:+0.4;Growth:+0.2;Quality:+0.1;Size:+1.0;Momentum:-0.4;LowVol:-0.9 | NoDerivatives;NoMargin | 5 | 25 | 4.7 | hard 10% | 146 | 16.1 | Sideways | 19.4 | 3.99 | 3.1 | 126 | -11 | 43 | 42 | false | Buy | Add to core equity +1% | -11 | 15 | BrokerA | LMT | 96 | null | null | Normal monitoring | 20 | -47 | 78 | 3 | false | Increase defensive factor exposure |
P1888 | Cautious | Taxable | USD | 2025-10-09 | 519,423 | 73,234 | 446,189 | 1 | 49.6 | 31.8 | 2.9 | 15.6 | XLF:12.7%;IEF:9.1%;QQQ:23.3%;VOO:23.3%;TSLA:19.2%;MSFT:12.4% | US:60.4;EU:17.5;APAC:12.5;EM:4.9;Other:4.8 | Value:+0.5;Growth:-0.7;Quality:-0.7;Size:-0.5;Momentum:-0.9;LowVol:+1.0 | ESGOnly;NoMargin | 10 | 35 | 4 | hard 10% | 159 | 15.3 | Bull | 15.7 | 4.76 | 3.2 | 70 | 71 | 79 | 46 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -39 | BrokerD | MKT | 95 | VAR>budget | Hedge | Risk above budget threshold | 101 | -25 | 68 | 5 | false | Tighten stops on momentum names |
P1889 | Systematic | Taxable | USD | 2025-05-29 | 1,591,449 | 134,844 | 1,456,605 | 1 | 61.1 | 26.5 | 2.7 | 9.6 | VNQ:27.6%;QQQ:25.9%;VOO:18.9%;AMZN:27.6% | US:60.9;EU:12.1;APAC:13.8;EM:11.1;Other:2.0 | Value:-0.6;Growth:+0.7;Quality:-0.4;Size:0.0;Momentum:+1.0;LowVol:+0.8 | null | 5 | 30 | 4.3 | trailing 9% | 159 | 27.9 | Bear | 34.5 | 3.82 | 1.6 | 166 | -26 | 23 | 77 | true | Hedge | Buy index puts 1% notional | 10 | -26 | BrokerB | MKT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -36 | -27 | -69 | 5 | false | Monitor dispersion and breadth |
P1890 | Cautious | Trust | USD | 2025-04-21 | 238,736 | 31,472 | 207,264 | 1 | 41.5 | 33.4 | 14.1 | 11 | AAPL:20.8%;TSLA:29.4%;MSFT:20.4%;VTI:29.4% | US:63.9;EU:15.5;APAC:10.4;EM:6.2;Other:4.0 | Value:-0.4;Growth:-0.0;Quality:-0.7;Size:+0.7;Momentum:+0.5;LowVol:-0.9 | ESGOnly;NoDerivatives;NoMargin | 6 | 30 | 3.1 | trailing 8% | 122 | 12.5 | Volatile | 23.1 | 5.15 | 4.5 | 135 | 29 | 49 | 52 | false | Buy | Add to core equity +1% | 23 | -23 | BrokerB | VWAP | 95 | null | null | Normal monitoring | -44 | 15 | 24 | 5 | false | Increase defensive factor exposure |
P1891 | Hands-off | IRA | USD | 2025-06-04 | 519,695 | 36,199 | 483,496 | 1 | 68.8 | 18.7 | 3.1 | 9.4 | AMZN:28.9%;VTI:28.9%;TSLA:13.9%;MSFT:28.3% | US:76.1;EU:11.4;APAC:6.5;EM:5.5;Other:0.4 | Value:-0.5;Growth:+0.7;Quality:-0.4;Size:+0.9;Momentum:-0.2;LowVol:+0.6 | ESGOnly | 6 | 25 | 3.7 | trailing 8% | 113 | 19.2 | Bull | 17.1 | 3.82 | 3.3 | 71 | 46 | 61 | 64 | false | NoAction | Within bands; monitor | -13 | 9 | BrokerD | MKT | 0 | null | null | Normal monitoring | 47 | -36 | 177 | 5 | false | Increase defensive factor exposure |
P1892 | Cautious | Taxable | USD | 2024-09-11 | 732,350 | 82,865 | 649,485 | 1 | 35.3 | 36.5 | 15.2 | 13 | HYG:18.1%;IEF:17.5%;BND:13.4%;AAPL:19.4%;XLF:11.1%;VNQ:20.5% | US:67.8;EU:14.0;APAC:7.9;EM:6.3;Other:4.0 | Value:0.0;Growth:-0.9;Quality:-0.8;Size:+0.1;Momentum:+0.9;LowVol:+0.3 | ESGOnly;NoMargin | 10 | 35 | 4.3 | hard 10% | 163 | 18.3 | Volatile | 21.9 | 4.26 | 3.6 | 121 | -43 | 23 | 50 | false | Hedge | Add TLT +1% as duration hedge | -9 | -12 | BrokerA | MKT | 88 | null | null | Normal monitoring | 40 | -5 | 88 | 5 | false | Within IPS guidelines |
P1893 | Active | Roth | USD | 2024-07-08 | 2,256,810 | 144,837 | 2,111,973 | 1 | 65.1 | 21.1 | 4.8 | 9 | XLF:35.3%;AMZN:35.3%;TSLA:29.5% | US:60.6;EU:11.2;APAC:14.9;EM:7.9;Other:5.5 | Value:+0.7;Growth:+0.9;Quality:-0.0;Size:+0.5;Momentum:-0.2;LowVol:+0.9 | null | 8 | 35 | 4.8 | hard 12% | 134 | 23.5 | Bull | 16.6 | 4.23 | 3.2 | 100 | 120 | 97 | 58 | false | Buy | Add to core equity +1% | -9 | -6 | BrokerB | LMT | 97 | null | null | Normal monitoring | 11 | -8 | -27 | 4 | false | Increase defensive factor exposure |
P1894 | Cautious | IRA | USD | 2024-10-29 | 894,224 | 116,128 | 778,096 | 1 | 50.4 | 33.4 | 0.2 | 15.9 | VNQ:23.3%;XLF:13.2%;VTI:21.3%;MSFT:23.3%;MUB:18.8% | US:63.4;EU:15.3;APAC:11.5;EM:6.1;Other:3.7 | Value:-0.1;Growth:+0.2;Quality:-0.7;Size:-0.1;Momentum:+0.1;LowVol:-0.9 | ESGOnly;NoMargin | 5 | 30 | 4.9 | trailing 8% | 127 | 19.7 | Volatile | 22 | 4.59 | 3.3 | 147 | -34 | 21 | 53 | false | NoAction | Within bands; monitor | 25 | -35 | BrokerB | VWAP | 96 | null | null | Normal monitoring | -23 | -11 | -14 | 5 | false | Increase defensive factor exposure |
P1895 | Hands-off | Roth | USD | 2024-09-17 | 557,031 | 39,732 | 517,299 | 1 | 56.1 | 16.9 | 20.6 | 6.4 | MUB:37.6%;MSFT:37.6%;TLT:24.8% | US:58.9;EU:16.4;APAC:13.0;EM:7.9;Other:3.8 | Value:+0.1;Growth:-0.9;Quality:+0.6;Size:-0.9;Momentum:+0.5;LowVol:+0.8 | ESGOnly | 5 | 35 | 5 | trailing 10% | 121 | 14.9 | Bull | 14.7 | 4.46 | 2.3 | 74 | 77 | 85 | 39 | false | Buy | Add to core equity +1% | -8 | -29 | BrokerA | LMT | 96 | null | null | Normal monitoring | -47 | -43 | -30 | 3 | false | Increase defensive factor exposure |
P1896 | Opportunistic | Trust | USD | 2025-09-11 | 784,452 | 57,642 | 726,810 | 1 | 74.3 | 20.5 | 0 | 5.2 | XLF:28.5%;MSFT:21.5%;BRK.B:21.4%;IEF:28.5% | US:58.0;EU:10.0;APAC:15.5;EM:12.2;Other:4.3 | Value:-0.1;Growth:-0.8;Quality:-0.9;Size:-0.8;Momentum:+0.3;LowVol:+0.5 | MaxPos6% | 5 | 30 | 5.1 | hard 12% | 268 | 30.3 | Bear | 27.2 | 4.11 | 1 | 180 | -70 | 6 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 6 | -20 | BrokerA | MKT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 23 | -9 | 153 | 2 | false | Tighten stops on momentum names |
P1897 | Hands-off | Roth | USD | 2025-02-18 | 307,061 | 30,149 | 276,912 | 1 | 71 | 22.3 | 0 | 6.7 | VOO:21.1%;VTI:18.7%;HYG:15.1%;BND:11.4%;VNQ:12.7%;AAPL:21.1% | US:59.4;EU:12.8;APAC:14.8;EM:11.8;Other:1.2 | Value:+0.7;Growth:-0.1;Quality:-0.7;Size:-1.0;Momentum:-0.9;LowVol:+0.2 | null | 7 | 30 | 3.8 | hard 10% | 122 | 19.5 | Sideways | 15.8 | 3.75 | 2.1 | 130 | 7 | 53 | 59 | false | Sell | Trim extended winner -1% | 4 | 3 | BrokerB | MKT | 85 | null | null | Normal monitoring | -51 | -5 | -12 | 5 | false | Tax-aware sells next window |
P1898 | Opportunistic | Roth | USD | 2025-10-10 | 1,653,392 | 135,880 | 1,517,512 | 1 | 62.1 | 11.5 | 21.2 | 5.1 | AMZN:25.2%;BND:24.4%;TSLA:25.2%;TLT:25.2% | US:61.9;EU:13.2;APAC:14.3;EM:9.1;Other:1.4 | Value:+0.9;Growth:-0.3;Quality:-0.9;Size:+0.5;Momentum:-0.2;LowVol:+0.6 | MaxPos5% | 5 | 35 | 6.5 | trailing 9% | 166 | 31.4 | Bull | 15.7 | 4.09 | 2.7 | 86 | 91 | 80 | 58 | false | NoAction | Within bands; monitor | 14 | -14 | BrokerD | MKT | 0 | null | null | Normal monitoring | 120 | -35 | 94 | 3 | false | Within IPS guidelines |
P1899 | Cautious | Taxable | USD | 2025-02-22 | 461,771 | 57,718 | 404,053 | 1 | 38.9 | 39.9 | 8.1 | 13 | VNQ:27.4%;BRK.B:15.3%;HYG:28.6%;BND:28.6% | US:65.0;EU:8.7;APAC:16.4;EM:5.3;Other:4.6 | Value:+0.2;Growth:+0.8;Quality:+0.2;Size:+0.3;Momentum:+0.1;LowVol:+0.2 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 5.6 | trailing 10% | 150 | 20 | Volatile | 28.8 | 4.57 | 3 | 124 | 50 | 80 | 57 | false | NoAction | Within bands; monitor | -12 | 3 | BrokerA | MKT | 0 | null | null | Normal monitoring | 92 | 20 | 169 | 5 | false | Tax-aware sells next window |
P1900 | Cautious | 401k | USD | 2025-09-26 | 409,514 | 37,920 | 371,594 | 1 | 50.6 | 32.3 | 3.6 | 13.5 | AAPL:15.8%;AMZN:26.7%;HYG:17.2%;IEF:26.7%;GLD:13.5% | US:62.8;EU:19.4;APAC:11.1;EM:4.4;Other:2.4 | Value:+1.0;Growth:+0.6;Quality:-1.0;Size:-0.1;Momentum:+0.2;LowVol:+0.3 | MaxPos5%;NoMargin | 10 | 30 | 4.3 | hard 10% | 124 | 14 | Bear | 33.1 | 4.18 | 2 | 206 | -115 | 5 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -13 | BrokerC | LMT | 99 | VAR>budget | Hedge | Risk above budget threshold | -54 | 10 | 55 | 5 | false | Within IPS guidelines |
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