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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P1901 | Systematic | IRA | USD | 2025-11-03 | 1,901,030 | 183,154 | 1,717,876 | 1 | 66.6 | 24 | 3.8 | 5.7 | GLD:21.6%;MUB:10.8%;TLT:21.6%;XLF:11.9%;MSFT:20.5%;BRK.B:13.5% | US:60.5;EU:21.4;APAC:6.2;EM:9.1;Other:2.8 | Value:+0.5;Growth:+0.4;Quality:-0.8;Size:-0.1;Momentum:-0.1;LowVol:+0.1 | null | 10 | 25 | 5.9 | hard 12% | 160 | 23.5 | Volatile | 31.6 | 3.56 | 3.4 | 113 | -24 | 43 | 92 | true | Hedge | Buy index puts 1% notional | 12 | 12 | BrokerC | VWAP | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 89 | -2 | 78 | 5 | false | Increase defensive factor exposure |
P1902 | Opportunistic | Taxable | USD | 2024-10-19 | 763,336 | 39,811 | 723,525 | 1 | 74.3 | 21.5 | 0 | 4.2 | QQQ:20.9%;HYG:19.2%;AMZN:17.7%;XLF:12.7%;AAPL:8.5%;IEF:20.9% | US:72.6;EU:15.3;APAC:5.9;EM:3.8;Other:2.3 | Value:+0.2;Growth:-0.7;Quality:+0.5;Size:-0.8;Momentum:+0.8;LowVol:+0.7 | NoDerivatives | 6 | 25 | 5.4 | trailing 9% | 267 | 34.9 | Bull | 16.5 | 4.5 | 3.1 | 73 | 107 | 98 | 64 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | -27 | BrokerA | MKT | 90 | RegimeShift | Pause | Volatility spike and breadth deterioration | -39 | -53 | 4 | 3 | false | Tax-aware sells next window |
P1903 | Systematic | Trust | USD | 2025-08-23 | 950,254 | 83,790 | 866,464 | 1 | 61.1 | 31.6 | 0 | 7.3 | TSLA:20.4%;AAPL:20.4%;IEF:20.4%;BND:19.6%;VTI:8.2%;XLF:11.0% | US:66.8;EU:14.9;APAC:9.6;EM:5.4;Other:3.2 | Value:-0.1;Growth:+0.2;Quality:+0.9;Size:+1.0;Momentum:+0.8;LowVol:-0.9 | MaxPos5% | 5 | 35 | 4.7 | hard 12% | 192 | 17.9 | Bull | 17.7 | 4.29 | 3.4 | 96 | 69 | 71 | 60 | false | Buy | Add to core equity +1% | 16 | -26 | BrokerA | MKT | 90 | null | null | Normal monitoring | -22 | -40 | 8 | 3 | false | Increase defensive factor exposure |
P1904 | Hands-off | Trust | USD | 2025-09-21 | 834,648 | 51,358 | 783,290 | 1 | 63.4 | 22.3 | 5.2 | 9.1 | XLF:33.3%;VOO:33.3%;BND:33.3% | US:67.1;EU:14.3;APAC:6.6;EM:7.7;Other:4.3 | Value:+0.6;Growth:-0.9;Quality:-0.2;Size:-0.3;Momentum:+0.7;LowVol:-0.7 | NoDerivatives | 5 | 30 | 4.7 | hard 10% | 149 | 18.6 | Bear | 31.4 | 3.32 | 2.7 | 165 | 0 | 54 | 78 | true | Rebalance | Rebalance back to target bands | 3 | 6 | BrokerC | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 37 | -2 | 156 | 3 | false | Within IPS guidelines |
P1905 | Opportunistic | 401k | USD | 2024-08-20 | 383,821 | 24,920 | 358,901 | 1.15 | 65.6 | 13.5 | 16 | 4.9 | GLD:26.5%;TLT:20.4%;MSFT:26.5%;QQQ:26.5% | US:67.7;EU:9.4;APAC:10.2;EM:11.9;Other:0.8 | Value:+0.9;Growth:+0.1;Quality:+0.1;Size:-1.0;Momentum:+0.1;LowVol:0.0 | null | 5 | 35 | 6.7 | trailing 7% | 261 | 20.2 | Bull | 16.7 | 4.87 | 3 | 77 | 92 | 87 | 45 | false | Rebalance | Shift +1% to bonds from equity | 20 | 1 | BrokerD | LMT | 99 | null | null | Normal monitoring | 8 | 8 | 51 | 4 | false | Monitor dispersion and breadth |
P1906 | Hands-off | IRA | USD | 2025-06-06 | 192,076 | 18,864 | 173,212 | 1 | 71.4 | 18.4 | 0.3 | 9.9 | AMZN:32.7%;IEF:33.7%;VOO:33.7% | US:66.2;EU:9.6;APAC:12.7;EM:10.2;Other:1.3 | Value:-0.4;Growth:-0.0;Quality:-0.1;Size:+0.4;Momentum:+0.7;LowVol:0.0 | null | 7 | 30 | 4.5 | trailing 8% | 118 | 14.2 | Bull | 17 | 4.1 | 2.8 | 81 | 16 | 45 | 56 | true | Hedge | Buy index puts 1% notional | 32 | -24 | BrokerD | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -13 | -24 | -27 | 3 | false | Monitor dispersion and breadth |
P1907 | Systematic | Roth | USD | 2025-03-04 | 873,558 | 71,234 | 802,324 | 1 | 64.1 | 28 | 0 | 8 | TLT:33.3%;IEF:33.3%;QQQ:33.3% | US:62.1;EU:14.7;APAC:10.6;EM:12.1;Other:0.5 | Value:-1.0;Growth:+0.6;Quality:+0.5;Size:-0.9;Momentum:+0.6;LowVol:-0.2 | MaxPos5% | 7 | 25 | 5.5 | hard 12% | 222 | 16.1 | Volatile | 26.5 | 4.61 | 2.8 | 139 | -31 | 33 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | -12 | BrokerA | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | -30 | 0 | 52 | 4 | false | Monitor dispersion and breadth |
P1908 | Systematic | Roth | USD | 2024-10-28 | 1,290,385 | 104,727 | 1,185,658 | 1 | 64.8 | 26.6 | 0 | 8.6 | BRK.B:17.3%;GLD:11.9%;VNQ:22.8%;MSFT:8.7%;TLT:16.3%;XLF:22.8% | US:56.9;EU:18.1;APAC:12.0;EM:12.2;Other:0.8 | Value:+0.1;Growth:+0.9;Quality:+0.8;Size:-0.8;Momentum:+0.5;LowVol:+0.5 | MaxPos5% | 10 | 30 | 4.7 | trailing 8% | 169 | 19.5 | Volatile | 22.7 | 5.14 | 3.8 | 141 | 65 | 96 | 59 | false | Hedge | Add TLT +1% as duration hedge | -3 | -5 | BrokerC | LMT | 86 | null | null | Normal monitoring | 30 | 8 | 51 | 5 | false | Monitor dispersion and breadth |
P1909 | Opportunistic | Trust | USD | 2024-11-01 | 1,432,938 | 93,798 | 1,339,140 | 1 | 75.7 | 17 | 1.4 | 5.8 | MUB:19.0%;IEF:21.7%;HYG:16.0%;TSLA:6.4%;XLF:21.7%;BRK.B:15.1% | US:58.5;EU:18.2;APAC:10.1;EM:10.4;Other:2.8 | Value:-0.8;Growth:+0.6;Quality:-0.9;Size:+0.3;Momentum:-0.2;LowVol:-0.8 | MaxPos7% | 10 | 30 | 4.7 | trailing 7% | 267 | 25.9 | Sideways | 15.9 | 3.73 | 2.2 | 139 | -4 | 48 | 62 | false | Buy | Add to core equity +1% | 0 | 4 | BrokerA | LMT | 90 | null | null | Normal monitoring | 82 | -24 | 126 | 3 | false | Increase defensive factor exposure |
P1910 | Hands-off | IRA | USD | 2025-06-22 | 710,150 | 51,995 | 658,155 | 1 | 70.5 | 24.5 | 0 | 4.9 | MUB:20.2%;QQQ:30.4%;BND:18.9%;AMZN:30.4% | US:79.3;EU:7.5;APAC:7.5;EM:3.9;Other:1.8 | Value:-0.6;Growth:-0.8;Quality:-0.2;Size:-0.4;Momentum:+0.5;LowVol:-0.9 | MaxPos7%;NoDerivatives | 7 | 35 | 6 | hard 10% | 111 | 14.1 | Volatile | 20.9 | 5.48 | 3.1 | 135 | -24 | 35 | 59 | false | Sell | Trim extended winner -1% | -15 | -7 | BrokerB | VWAP | 93 | null | null | Normal monitoring | 105 | -57 | 90 | 4 | false | Tax-aware sells next window |
P1911 | Opportunistic | Trust | USD | 2024-07-19 | 1,585,448 | 65,337 | 1,520,111 | 1 | 70 | 17.3 | 6.2 | 6.5 | AAPL:33.3%;HYG:33.3%;MSFT:33.3% | US:73.1;EU:8.9;APAC:10.6;EM:5.8;Other:1.6 | Value:+0.7;Growth:+0.7;Quality:+0.2;Size:-0.5;Momentum:+0.9;LowVol:+0.7 | MaxPos5% | 6 | 25 | 4.1 | trailing 7% | 250 | 34.6 | Bull | 17.6 | 4.91 | 2 | 118 | 98 | 88 | 48 | false | Rebalance | Shift +1% to bonds from equity | 8 | -17 | BrokerD | LMT | 93 | null | null | Normal monitoring | 105 | -36 | 127 | 5 | false | Increase defensive factor exposure |
P1912 | Cautious | 401k | USD | 2024-08-13 | 786,911 | 94,169 | 692,742 | 1 | 49.9 | 39.8 | 0 | 10.3 | IEF:22.9%;VOO:25.7%;BRK.B:25.7%;MSFT:25.7% | US:68.7;EU:7.2;APAC:11.5;EM:9.7;Other:2.8 | Value:+0.9;Growth:+1.0;Quality:+0.4;Size:+0.2;Momentum:-0.2;LowVol:+0.9 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 8 | 30 | 5.3 | trailing 8% | 159 | 12.9 | Volatile | 27 | 3.6 | 2.9 | 138 | -51 | 26 | 63 | true | Hedge | Buy index puts 1% notional | 25 | -17 | BrokerC | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 78 | -14 | 119 | 5 | false | Tax-aware sells next window |
P1913 | Active | IRA | USD | 2025-08-13 | 2,151,342 | 158,141 | 1,993,201 | 1.16 | 55.6 | 26.7 | 9 | 8.7 | TSLA:29.4%;BND:14.4%;MSFT:13.3%;AMZN:29.4%;MUB:13.5% | US:72.9;EU:10.0;APAC:13.3;EM:3.4;Other:0.5 | Value:-0.7;Growth:-0.0;Quality:-0.8;Size:-0.7;Momentum:-0.4;LowVol:-0.3 | null | 6 | 35 | 4.5 | trailing 9% | 191 | 16.3 | Volatile | 22.6 | 4.47 | 2.1 | 122 | -22 | 50 | 67 | false | Rebalance | Shift +1% to bonds from equity | 1 | -28 | BrokerB | VWAP | 92 | null | null | Normal monitoring | 18 | 16 | -6 | 5 | false | Increase defensive factor exposure |
P1914 | Hands-off | Roth | USD | 2024-09-23 | 732,895 | 39,923 | 692,972 | 1 | 60.3 | 22.6 | 9.5 | 7.5 | XLF:34.6%;AAPL:34.6%;MUB:30.9% | US:54.2;EU:18.1;APAC:12.6;EM:10.7;Other:4.4 | Value:-0.9;Growth:-0.5;Quality:-0.9;Size:+0.7;Momentum:+0.6;LowVol:-0.8 | MaxPos6% | 5 | 35 | 5.4 | trailing 8% | 112 | 17.2 | Bull | 15 | 4.83 | 3.4 | 112 | 51 | 73 | 49 | true | Rebalance | Rebalance back to target bands | 24 | -26 | BrokerD | MKT | 88 | RegimeShift | Pause | Volatility spike and breadth deterioration | 55 | -54 | 153 | 5 | false | Tax-aware sells next window |
P1915 | Systematic | Taxable | USD | 2025-02-02 | 1,143,954 | 76,371 | 1,067,583 | 1 | 61.4 | 30.9 | 0 | 7.7 | AAPL:33.3%;GLD:33.3%;MSFT:33.3% | US:60.8;EU:14.1;APAC:13.7;EM:9.5;Other:1.9 | Value:+0.5;Growth:-0.9;Quality:-0.9;Size:+0.7;Momentum:-0.3;LowVol:-0.8 | null | 7 | 25 | 4.6 | trailing 8% | 220 | 21.9 | Volatile | 23.8 | 3.55 | 2.2 | 153 | 18 | 71 | 54 | false | Rebalance | Shift +1% to bonds from equity | 12 | -15 | BrokerB | VWAP | 94 | null | null | Normal monitoring | 38 | -10 | 126 | 4 | false | Monitor dispersion and breadth |
P1916 | Hands-off | Roth | USD | 2025-01-17 | 490,417 | 29,985 | 460,432 | 1 | 63.5 | 28.2 | 3 | 5.3 | MUB:26.5%;GLD:36.8%;AMZN:36.8% | US:64.0;EU:19.6;APAC:8.1;EM:5.5;Other:2.7 | Value:-0.6;Growth:-0.6;Quality:-0.8;Size:+0.4;Momentum:-0.6;LowVol:+0.2 | ESGOnly | 8 | 30 | 5.2 | trailing 10% | 92 | 13.8 | Bull | 17.9 | 3.6 | 3 | 99 | 17 | 49 | 56 | false | Rebalance | Shift +1% to bonds from equity | -9 | -37 | BrokerC | MKT | 98 | null | null | Normal monitoring | 41 | 17 | 167 | 5 | false | Tighten stops on momentum names |
P1917 | Cautious | Trust | USD | 2024-10-18 | 892,672 | 117,212 | 775,460 | 1 | 37.3 | 34.8 | 17.9 | 10 | IEF:33.3%;AAPL:33.3%;VTI:33.3% | US:69.2;EU:12.5;APAC:10.9;EM:5.5;Other:2.0 | Value:-0.1;Growth:-0.9;Quality:-0.4;Size:-0.7;Momentum:+0.4;LowVol:-0.9 | NoMargin | 10 | 25 | 5.5 | hard 10% | 149 | 18.8 | Bear | 34.9 | 3.11 | 1.2 | 173 | 23 | 58 | 67 | false | Rebalance | Shift +1% to bonds from equity | 2 | 12 | BrokerC | MKT | 89 | null | null | Normal monitoring | 37 | -7 | 122 | 4 | false | Monitor dispersion and breadth |
P1918 | Hands-off | Roth | USD | 2024-07-28 | 860,453 | 59,750 | 800,703 | 1 | 71.6 | 19.9 | 0 | 8.5 | AMZN:27.6%;QQQ:27.6%;MUB:27.6%;VTI:17.3% | US:58.9;EU:18.4;APAC:14.2;EM:4.4;Other:4.0 | Value:-0.1;Growth:+0.8;Quality:+0.4;Size:+0.7;Momentum:-1.0;LowVol:-0.7 | MaxPos8% | 10 | 35 | 3.8 | trailing 8% | 147 | 15.2 | Bull | 17.7 | 4.75 | 2.7 | 96 | 116 | 96 | 50 | true | Reduce | Cut high-beta by 2-3%, add cash | 19 | -1 | BrokerA | MKT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 17 | -24 | 75 | 3 | false | Monitor dispersion and breadth |
P1919 | Active | IRA | USD | 2025-01-14 | 1,599,398 | 126,764 | 1,472,634 | 1.08 | 64.9 | 26 | 0 | 9.1 | HYG:33.3%;AAPL:33.3%;BND:33.3% | US:61.2;EU:19.1;APAC:6.7;EM:11.4;Other:1.6 | Value:+0.9;Growth:+0.8;Quality:-0.1;Size:+0.6;Momentum:0.0;LowVol:-0.1 | null | 5 | 30 | 4.1 | trailing 8% | 190 | 26.9 | Sideways | 21.6 | 4.15 | 2.7 | 92 | 36 | 53 | 64 | false | Sell | Trim extended winner -1% | 12 | -27 | BrokerA | LMT | 87 | null | null | Normal monitoring | -55 | -35 | 16 | 3 | false | Within IPS guidelines |
P1920 | Systematic | Trust | USD | 2025-04-19 | 877,041 | 76,890 | 800,151 | 1 | 65.6 | 21.2 | 8.2 | 5 | IEF:33.3%;VOO:33.3%;HYG:33.3% | US:70.0;EU:12.2;APAC:11.7;EM:2.9;Other:3.2 | Value:-0.8;Growth:-0.1;Quality:-0.4;Size:+0.1;Momentum:+0.3;LowVol:-0.2 | null | 8 | 30 | 4.3 | trailing 8% | 215 | 22.1 | Bull | 14.1 | 4.7 | 2.6 | 104 | 48 | 63 | 46 | false | Buy | Add to core equity +1% | 15 | -30 | BrokerB | MKT | 93 | null | null | Normal monitoring | -60 | -52 | 62 | 4 | false | Monitor dispersion and breadth |
P1921 | Hands-off | IRA | USD | 2025-02-14 | 775,116 | 60,144 | 714,972 | 1 | 64.5 | 21.7 | 7.5 | 6.2 | AAPL:18.9%;AMZN:27.0%;XLF:27.0%;VOO:27.0% | US:62.9;EU:12.6;APAC:11.6;EM:9.4;Other:3.5 | Value:-0.3;Growth:+0.5;Quality:+0.8;Size:+0.3;Momentum:+0.4;LowVol:-0.9 | ESGOnly;MaxPos7% | 5 | 35 | 5.6 | hard 10% | 94 | 19.7 | Sideways | 17.8 | 4.57 | 2 | 127 | 37 | 53 | 45 | false | Hedge | Add TLT +1% as duration hedge | 9 | -20 | BrokerA | MKT | 89 | null | null | Normal monitoring | -4 | -36 | 54 | 5 | false | Within IPS guidelines |
P1922 | Hands-off | Roth | USD | 2025-03-10 | 818,744 | 69,499 | 749,245 | 1 | 67.6 | 15 | 7.4 | 9.9 | IEF:33.3%;HYG:33.3%;BND:33.3% | US:75.3;EU:7.3;APAC:6.1;EM:8.5;Other:2.9 | Value:+0.4;Growth:+0.1;Quality:+0.7;Size:+0.8;Momentum:-0.3;LowVol:-0.6 | MaxPos5% | 8 | 35 | 5.2 | trailing 10% | 131 | 18.4 | Bear | 24.3 | 3.51 | 2.5 | 172 | -95 | 5 | 59 | false | NoAction | Within bands; monitor | 31 | -1 | BrokerA | LMT | 89 | null | null | Normal monitoring | -42 | 19 | -5 | 4 | false | Within IPS guidelines |
P1923 | Systematic | IRA | USD | 2025-10-11 | 1,682,179 | 73,940 | 1,608,239 | 1 | 59 | 29.7 | 2.4 | 8.9 | IEF:11.9%;GLD:21.8%;MUB:14.6%;AAPL:14.2%;BND:21.8%;VOO:15.6% | US:71.5;EU:6.9;APAC:5.9;EM:11.4;Other:4.3 | Value:+0.4;Growth:-0.4;Quality:+0.4;Size:+0.2;Momentum:+1.0;LowVol:+0.5 | null | 6 | 25 | 5.7 | hard 12% | 227 | 27.7 | Sideways | 15.2 | 4.16 | 2.1 | 137 | -17 | 56 | 39 | false | Rebalance | Shift +1% to bonds from equity | 19 | 3 | BrokerB | MKT | 98 | null | null | Normal monitoring | 59 | -57 | 44 | 5 | false | Within IPS guidelines |
P1924 | Opportunistic | Trust | USD | 2024-11-23 | 1,362,519 | 107,657 | 1,254,862 | 1 | 65.9 | 22 | 8 | 4.1 | VOO:33.3%;TLT:33.3%;AMZN:33.3% | US:70.5;EU:13.9;APAC:6.5;EM:6.2;Other:2.9 | Value:+0.8;Growth:+1.0;Quality:+0.9;Size:-0.1;Momentum:+0.4;LowVol:+0.1 | null | 7 | 35 | 4.6 | hard 12% | 187 | 32 | Volatile | 28 | 4.05 | 3.1 | 122 | 58 | 68 | 72 | true | Hedge | Buy index puts 1% notional | -5 | 12 | BrokerC | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 19 | 16 | 108 | 2 | false | Increase defensive factor exposure |
P1925 | Active | Roth | USD | 2025-10-08 | 1,976,319 | 202,211 | 1,774,108 | 1 | 64.1 | 27.7 | 0 | 8.2 | QQQ:33.3%;MSFT:33.3%;TLT:33.3% | US:70.7;EU:9.2;APAC:13.0;EM:7.0;Other:0.1 | Value:-0.2;Growth:+0.3;Quality:-0.3;Size:+0.2;Momentum:+0.7;LowVol:-0.7 | null | 6 | 35 | 6 | trailing 9% | 166 | 19.9 | Sideways | 14 | 3.83 | 3.1 | 127 | 55 | 62 | 38 | false | Rebalance | Shift +1% to bonds from equity | 26 | -25 | BrokerC | MKT | 95 | null | null | Normal monitoring | 3 | -50 | 47 | 4 | false | Within IPS guidelines |
P1926 | Active | 401k | USD | 2024-11-22 | 1,489,311 | 123,537 | 1,365,774 | 1 | 62.3 | 23.3 | 9.3 | 5 | MUB:24.4%;MSFT:15.4%;TLT:20.9%;TSLA:24.4%;HYG:14.9% | US:59.0;EU:20.6;APAC:9.1;EM:6.9;Other:4.4 | Value:+0.9;Growth:-0.8;Quality:+0.7;Size:0.0;Momentum:+0.6;LowVol:-0.2 | null | 7 | 35 | 4.5 | trailing 8% | 124 | 19.1 | Bull | 14.8 | 3.67 | 2.4 | 102 | 38 | 73 | 42 | false | NoAction | Within bands; monitor | -8 | -20 | BrokerA | MKT | 0 | null | null | Normal monitoring | 56 | -21 | 147 | 4 | false | Monitor dispersion and breadth |
P1927 | Active | 401k | USD | 2024-12-22 | 2,487,697 | 258,939 | 2,228,758 | 1.21 | 57.9 | 25.2 | 7.9 | 9 | VTI:20.8%;BND:13.9%;XLF:20.8%;AMZN:8.9%;MSFT:14.9%;QQQ:20.8% | US:65.9;EU:17.1;APAC:8.5;EM:8.5;Other:0.1 | Value:-0.0;Growth:+0.4;Quality:-0.6;Size:+0.4;Momentum:+0.2;LowVol:-0.1 | MaxPos6%;NoDerivatives | 6 | 30 | 4.7 | trailing 8% | 194 | 27.9 | Volatile | 21.9 | 5.14 | 3.9 | 142 | 52 | 75 | 52 | false | Buy | Add to core equity +1% | 30 | -12 | BrokerB | LMT | 92 | null | null | Normal monitoring | 92 | -11 | 212 | 4 | false | Monitor dispersion and breadth |
P1928 | Cautious | IRA | USD | 2025-09-25 | 809,456 | 114,935 | 694,521 | 1 | 49.4 | 35.2 | 0 | 15.4 | GLD:28.1%;VTI:28.1%;VNQ:28.1%;QQQ:15.8% | US:63.3;EU:15.6;APAC:11.7;EM:7.5;Other:1.9 | Value:-0.0;Growth:-0.1;Quality:-0.3;Size:-0.1;Momentum:+0.9;LowVol:+0.7 | ESGOnly;NoMargin | 8 | 30 | 3.5 | trailing 8% | 156 | 16.9 | Volatile | 29.3 | 5.07 | 3.4 | 112 | -23 | 29 | 61 | true | Rebalance | Rebalance back to target bands | 31 | -6 | BrokerB | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | -33 | 3 | -70 | 2 | false | Increase defensive factor exposure |
P1929 | Systematic | Taxable | USD | 2025-07-28 | 1,416,278 | 83,099 | 1,333,179 | 1 | 56.6 | 30 | 6.3 | 7.1 | QQQ:16.4%;VTI:8.7%;TSLA:9.6%;MSFT:21.7%;MUB:21.7%;XLF:21.7% | US:71.8;EU:6.8;APAC:6.5;EM:9.5;Other:5.5 | Value:-0.3;Growth:+0.2;Quality:-0.6;Size:-0.3;Momentum:+0.3;LowVol:-0.8 | NoDerivatives | 5 | 25 | 4.2 | hard 12% | 229 | 17.9 | Bear | 25.9 | 3.06 | 3 | 213 | -94 | 5 | 72 | true | Hedge | Buy index puts 1% notional | 0 | -25 | BrokerB | LMT | 100 | VAR>budget | Reduce | Risk above budget threshold | -2 | 16 | 79 | 2 | false | Monitor dispersion and breadth |
P1930 | Hands-off | 401k | USD | 2025-10-18 | 526,782 | 34,064 | 492,718 | 1 | 66.9 | 22.4 | 5 | 5.6 | MSFT:22.1%;QQQ:22.1%;BND:14.4%;AMZN:19.2%;AAPL:22.1% | US:66.6;EU:11.9;APAC:11.9;EM:7.9;Other:1.7 | Value:+0.4;Growth:+0.6;Quality:-0.3;Size:-0.9;Momentum:+0.2;LowVol:+0.5 | ESGOnly | 10 | 30 | 5 | trailing 10% | 160 | 16.7 | Sideways | 16.7 | 3.83 | 2 | 111 | -23 | 31 | 45 | false | NoAction | Within bands; monitor | -4 | -17 | BrokerC | LMT | 87 | null | null | Normal monitoring | 101 | 1 | 187 | 5 | false | Tighten stops on momentum names |
P1931 | Opportunistic | IRA | USD | 2025-08-17 | 490,332 | 39,536 | 450,796 | 1 | 71.3 | 12.7 | 7.2 | 8.9 | AAPL:33.3%;IEF:33.3%;GLD:33.3% | US:69.9;EU:13.7;APAC:9.9;EM:6.1;Other:0.4 | Value:+0.8;Growth:+0.9;Quality:-0.0;Size:+0.3;Momentum:-0.4;LowVol:+0.1 | MaxPos5% | 8 | 25 | 6.4 | trailing 7% | 214 | 31.5 | Bull | 11.8 | 4.98 | 2.6 | 86 | 16 | 62 | 53 | false | Buy | Add to core equity +1% | 14 | -31 | BrokerB | MKT | 87 | null | null | Normal monitoring | 42 | -51 | 71 | 5 | false | Increase defensive factor exposure |
P1932 | Systematic | 401k | USD | 2025-09-29 | 492,820 | 23,174 | 469,646 | 1 | 55.1 | 23.8 | 15.7 | 5.4 | HYG:33.3%;TLT:33.3%;VTI:33.3% | US:73.0;EU:10.5;APAC:9.3;EM:4.5;Other:2.7 | Value:-0.4;Growth:-0.1;Quality:+0.9;Size:+0.7;Momentum:+0.4;LowVol:+0.5 | MaxPos7% | 5 | 25 | 4.4 | hard 12% | 214 | 25.6 | Volatile | 25.1 | 4.56 | 3.1 | 171 | -9 | 34 | 69 | false | Rebalance | Shift +1% to bonds from equity | -11 | -29 | BrokerC | LMT | 90 | null | null | Normal monitoring | 62 | -13 | 72 | 5 | false | Monitor dispersion and breadth |
P1933 | Cautious | Taxable | USD | 2025-01-13 | 219,453 | 27,465 | 191,988 | 1 | 38.6 | 42.8 | 2.7 | 15.9 | VTI:20.2%;AAPL:11.1%;VNQ:18.6%;BND:21.5%;GLD:7.2%;VOO:21.5% | US:65.1;EU:17.4;APAC:10.1;EM:3.7;Other:3.7 | Value:-0.6;Growth:-0.8;Quality:+0.3;Size:+0.8;Momentum:-0.3;LowVol:-0.2 | MaxPos6%;NoMargin | 7 | 35 | 6 | hard 10% | 144 | 14.3 | Bear | 33.6 | 4.3 | 3 | 161 | -71 | 7 | 69 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | 5 | BrokerA | VWAP | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -57 | -50 | -80 | 3 | false | Within IPS guidelines |
P1934 | Opportunistic | Trust | USD | 2024-08-08 | 563,788 | 34,850 | 528,938 | 1 | 73.6 | 12.1 | 10.2 | 4.1 | XLF:28.7%;BND:28.7%;GLD:14.0%;TSLA:28.7% | US:64.1;EU:9.9;APAC:11.7;EM:8.9;Other:5.5 | Value:-0.9;Growth:+0.1;Quality:+1.0;Size:-0.6;Momentum:-0.2;LowVol:+0.8 | MaxPos6% | 6 | 35 | 4.8 | trailing 7% | 219 | 25.5 | Bear | 25 | 4.14 | 2.7 | 195 | -117 | 5 | 66 | false | Rebalance | Shift +1% to bonds from equity | 8 | 2 | BrokerC | LMT | 95 | null | null | Normal monitoring | -8 | 6 | -43 | 4 | false | Tighten stops on momentum names |
P1935 | Hands-off | Roth | USD | 2025-03-19 | 187,581 | 9,351 | 178,230 | 1 | 57.9 | 27.7 | 8.6 | 5.9 | AMZN:21.0%;TLT:19.9%;VTI:9.0%;AAPL:18.1%;GLD:11.1%;BND:21.0% | US:67.3;EU:8.5;APAC:6.0;EM:13.2;Other:5.0 | Value:+0.4;Growth:-0.2;Quality:-0.3;Size:-0.5;Momentum:+0.2;LowVol:+0.8 | null | 10 | 25 | 3.4 | hard 10% | 143 | 12.9 | Volatile | 28.6 | 4.97 | 3.7 | 164 | -20 | 26 | 75 | true | Hedge | Buy index puts 1% notional | 7 | -34 | BrokerC | LMT | 87 | RegimeShift | Pause | Volatility spike and breadth deterioration | -32 | -4 | -48 | 3 | false | Tax-aware sells next window |
P1936 | Hands-off | Taxable | USD | 2025-04-16 | 786,356 | 68,419 | 717,937 | 1 | 56.5 | 27.4 | 10.5 | 5.5 | TLT:22.7%;HYG:22.7%;BRK.B:18.5%;BND:22.5%;VOO:13.6% | US:66.1;EU:12.2;APAC:11.4;EM:8.1;Other:2.1 | Value:-0.7;Growth:-0.5;Quality:+0.3;Size:+0.9;Momentum:+0.3;LowVol:-0.7 | null | 8 | 30 | 4 | trailing 8% | 143 | 13.2 | Bear | 34.1 | 4.45 | 1.3 | 174 | -63 | 19 | 90 | true | Hedge | Buy index puts 1% notional | 12 | -13 | BrokerB | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 30 | -26 | 117 | 3 | false | Increase defensive factor exposure |
P1937 | Hands-off | Roth | USD | 2025-02-17 | 212,675 | 11,345 | 201,330 | 1 | 60.8 | 25 | 9.1 | 5 | XLF:15.0%;QQQ:14.3%;IEF:18.0%;AAPL:10.5%;AMZN:21.1%;MUB:21.1% | US:67.4;EU:14.9;APAC:8.1;EM:5.4;Other:4.2 | Value:-0.2;Growth:-0.6;Quality:-0.8;Size:-0.6;Momentum:+0.3;LowVol:+0.9 | MaxPos7%;NoDerivatives | 10 | 25 | 3.3 | hard 10% | 109 | 14.9 | Volatile | 20.4 | 4.17 | 2 | 156 | -10 | 46 | 60 | false | Rebalance | Shift +1% to bonds from equity | 27 | -21 | BrokerB | LMT | 89 | null | null | Normal monitoring | 73 | 6 | 207 | 4 | false | Increase defensive factor exposure |
P1938 | Active | Trust | USD | 2025-10-13 | 661,576 | 46,436 | 615,140 | 1 | 52.7 | 23.4 | 17.3 | 6.6 | VTI:33.3%;QQQ:33.3%;AMZN:33.3% | US:65.7;EU:5.7;APAC:12.7;EM:11.9;Other:3.9 | Value:+0.2;Growth:-0.6;Quality:-0.9;Size:+0.6;Momentum:+0.7;LowVol:-0.9 | MaxPos5% | 7 | 30 | 4.6 | trailing 9% | 230 | 18.6 | Volatile | 26.2 | 3.57 | 4.4 | 161 | -24 | 32 | 60 | false | NoAction | Within bands; monitor | 18 | 6 | BrokerA | VWAP | 86 | null | null | Normal monitoring | -52 | 2 | -77 | 4 | false | Monitor dispersion and breadth |
P1939 | Cautious | 401k | USD | 2025-02-18 | 411,650 | 46,600 | 365,050 | 1 | 35.5 | 31.5 | 22.9 | 10.1 | VOO:25.0%;MSFT:25.0%;MUB:25.0%;AAPL:25.0% | US:59.0;EU:13.5;APAC:15.5;EM:9.5;Other:2.5 | Value:-1.0;Growth:-0.5;Quality:+0.9;Size:+1.0;Momentum:+0.1;LowVol:+0.4 | ESGOnly;NoMargin | 10 | 35 | 5.7 | trailing 8% | 158 | 12.1 | Volatile | 28.6 | 4.81 | 3.4 | 163 | 18 | 52 | 59 | false | Hedge | Add TLT +1% as duration hedge | 11 | 6 | BrokerA | MKT | 91 | null | null | Normal monitoring | -55 | 11 | 53 | 4 | false | Monitor dispersion and breadth |
P1940 | Hands-off | 401k | USD | 2025-07-11 | 154,149 | 13,871 | 140,278 | 1 | 63 | 23.5 | 7 | 6.5 | QQQ:27.6%;AAPL:27.6%;MUB:27.6%;BRK.B:17.2% | US:57.2;EU:16.0;APAC:14.5;EM:9.3;Other:3.0 | Value:+0.7;Growth:-0.6;Quality:+0.8;Size:-0.1;Momentum:-0.0;LowVol:-0.6 | ESGOnly | 8 | 35 | 5.2 | hard 10% | 100 | 18.4 | Bear | 22.9 | 4.45 | 1.7 | 199 | 13 | 60 | 70 | false | Sell | Trim extended winner -1% | -12 | -32 | BrokerD | LMT | 85 | null | null | Normal monitoring | 82 | -1 | 128 | 3 | false | Tax-aware sells next window |
P1941 | Active | 401k | USD | 2025-08-30 | 850,156 | 95,905 | 754,251 | 1.24 | 60.2 | 30.3 | 0 | 9.5 | AMZN:20.2%;TLT:12.0%;MSFT:8.8%;VNQ:20.2%;GLD:18.5%;HYG:20.2% | US:62.9;EU:12.0;APAC:11.3;EM:11.1;Other:2.7 | Value:0.0;Growth:+0.3;Quality:-0.5;Size:+0.6;Momentum:-0.7;LowVol:+0.3 | NoDerivatives | 5 | 30 | 5.6 | trailing 8% | 184 | 24.2 | Sideways | 18.7 | 4.63 | 2.3 | 130 | 52 | 90 | 55 | false | Sell | Trim extended winner -1% | -9 | -36 | BrokerA | MKT | 90 | null | null | Normal monitoring | -41 | -13 | -15 | 3 | false | Within IPS guidelines |
P1942 | Active | 401k | USD | 2025-08-27 | 2,233,217 | 262,587 | 1,970,630 | 1 | 58.4 | 25.5 | 8.6 | 7.5 | TSLA:33.3%;TLT:33.3%;VOO:33.3% | US:67.8;EU:11.3;APAC:12.7;EM:4.7;Other:3.4 | Value:-0.2;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:+0.3;LowVol:-0.8 | null | 10 | 35 | 5.1 | trailing 8% | 195 | 18.5 | Volatile | 29.5 | 4.42 | 2.8 | 133 | 25 | 50 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -7 | BrokerC | LMT | 100 | VAR>budget | TightenStops | Risk above budget threshold | 82 | -53 | 66 | 3 | false | Tax-aware sells next window |
P1943 | Systematic | Trust | USD | 2024-11-01 | 948,598 | 71,209 | 877,389 | 1 | 65 | 26.8 | 0 | 8.1 | MUB:33.3%;GLD:33.3%;AAPL:33.3% | US:57.5;EU:19.1;APAC:10.8;EM:10.6;Other:2.0 | Value:-0.4;Growth:-0.6;Quality:-0.4;Size:-0.4;Momentum:+1.0;LowVol:-0.2 | MaxPos5%;NoDerivatives | 5 | 25 | 5.3 | trailing 9% | 151 | 16.8 | Sideways | 20.8 | 4.23 | 3.3 | 137 | -12 | 31 | 51 | false | Rebalance | Shift +1% to bonds from equity | 12 | -35 | BrokerD | LMT | 86 | null | null | Normal monitoring | -23 | -38 | -14 | 4 | false | Increase defensive factor exposure |
P1944 | Cautious | Roth | USD | 2025-09-19 | 743,589 | 108,132 | 635,457 | 1 | 50.5 | 38.9 | 0 | 10.7 | MUB:9.8%;QQQ:20.4%;IEF:17.5%;TSLA:19.1%;GLD:20.4%;VTI:12.8% | US:66.8;EU:13.6;APAC:11.2;EM:4.4;Other:4.0 | Value:-1.0;Growth:+0.6;Quality:-0.7;Size:-0.9;Momentum:-0.7;LowVol:+0.5 | ESGOnly;NoMargin | 7 | 30 | 4.5 | trailing 8% | 139 | 18.6 | Bear | 23 | 3.38 | 1.3 | 183 | -64 | 8 | 46 | false | Rebalance | Shift +1% to bonds from equity | 35 | 11 | BrokerD | LMT | 97 | null | null | Normal monitoring | 64 | -3 | 117 | 3 | false | Tax-aware sells next window |
P1945 | Cautious | 401k | USD | 2025-09-12 | 346,367 | 40,329 | 306,038 | 1 | 38.9 | 43.9 | 6.5 | 10.6 | AMZN:21.9%;GLD:21.9%;MUB:21.9%;BRK.B:12.3%;QQQ:21.9% | US:59.3;EU:17.9;APAC:14.9;EM:6.2;Other:1.7 | Value:+0.9;Growth:+0.7;Quality:-0.5;Size:+0.4;Momentum:-0.7;LowVol:-0.5 | ESGOnly;NoMargin | 8 | 30 | 3.3 | trailing 8% | 125 | 18.1 | Bull | 17.3 | 4.17 | 3 | 89 | 14 | 59 | 38 | false | Buy | Add to core equity +1% | 9 | -28 | BrokerA | LMT | 92 | null | null | Normal monitoring | 31 | -31 | 84 | 5 | false | Increase defensive factor exposure |
P1946 | Opportunistic | Trust | USD | 2024-08-28 | 351,228 | 22,340 | 328,888 | 1.08 | 74.1 | 14.7 | 3.8 | 7.3 | TSLA:27.3%;VOO:27.3%;GLD:27.3%;HYG:18.0% | US:68.1;EU:9.6;APAC:12.9;EM:7.4;Other:2.0 | Value:-0.3;Growth:-0.5;Quality:+0.1;Size:-0.3;Momentum:+0.6;LowVol:-0.9 | MaxPos6%;NoDerivatives | 7 | 35 | 6 | trailing 7% | 271 | 29.1 | Bull | 16.7 | 4.32 | 3 | 108 | 66 | 94 | 58 | false | Hedge | Add TLT +1% as duration hedge | 1 | 14 | BrokerD | LMT | 87 | null | null | Normal monitoring | -13 | -13 | 104 | 4 | false | Increase defensive factor exposure |
P1947 | Systematic | Roth | USD | 2024-10-11 | 520,271 | 50,761 | 469,510 | 1 | 60.2 | 21.7 | 12.9 | 5.3 | AAPL:22.1%;QQQ:22.1%;IEF:22.1%;BND:9.2%;TLT:12.2%;VNQ:12.3% | US:61.2;EU:9.9;APAC:16.0;EM:8.4;Other:4.5 | Value:-1.0;Growth:+0.8;Quality:+0.4;Size:-0.4;Momentum:-0.1;LowVol:+0.7 | MaxPos8% | 10 | 30 | 4.4 | trailing 8% | 209 | 20.4 | Sideways | 16.3 | 3.58 | 2.7 | 130 | -2 | 38 | 58 | false | Hedge | Add TLT +1% as duration hedge | 23 | -24 | BrokerA | LMT | 96 | null | null | Normal monitoring | 13 | -14 | -22 | 5 | false | Tighten stops on momentum names |
P1948 | Active | Trust | USD | 2025-05-09 | 1,153,355 | 95,933 | 1,057,422 | 1 | 57.6 | 26 | 10.6 | 5.9 | BND:33.3%;AAPL:33.4%;MUB:33.4% | US:65.0;EU:17.1;APAC:6.0;EM:6.3;Other:5.6 | Value:-0.7;Growth:-0.7;Quality:-0.8;Size:-0.5;Momentum:-0.7;LowVol:+0.4 | NoDerivatives | 7 | 25 | 4.6 | trailing 9% | 125 | 20.6 | Bull | 15.9 | 3.63 | 2.6 | 87 | 86 | 81 | 46 | false | Rebalance | Shift +1% to bonds from equity | 12 | -16 | BrokerD | LMT | 85 | null | null | Normal monitoring | 63 | -43 | 88 | 3 | false | Monitor dispersion and breadth |
P1949 | Hands-off | Roth | USD | 2025-06-18 | 593,717 | 38,753 | 554,964 | 1 | 63.8 | 28.3 | 2.7 | 5.2 | AAPL:19.6%;XLF:12.9%;VTI:12.5%;HYG:15.1%;VOO:19.5%;BND:20.3% | US:63.9;EU:17.1;APAC:5.6;EM:9.4;Other:3.9 | Value:+0.4;Growth:+0.4;Quality:-0.7;Size:+0.1;Momentum:+0.9;LowVol:+0.9 | ESGOnly | 8 | 35 | 3.8 | trailing 10% | 169 | 16.1 | Bull | 15.6 | 4.04 | 3 | 86 | 69 | 99 | 39 | false | Hedge | Add TLT +1% as duration hedge | 17 | 12 | BrokerC | LMT | 87 | null | null | Normal monitoring | 100 | -47 | 155 | 5 | false | Monitor dispersion and breadth |
P1950 | Hands-off | Trust | USD | 2024-12-16 | 796,786 | 59,275 | 737,511 | 1 | 70.9 | 16.2 | 6.2 | 6.6 | VOO:22.5%;GLD:12.8%;TLT:19.9%;BRK.B:22.5%;MSFT:22.5% | US:72.6;EU:7.7;APAC:8.5;EM:8.1;Other:3.1 | Value:+0.7;Growth:-0.6;Quality:+0.1;Size:-0.6;Momentum:-0.6;LowVol:-0.9 | null | 7 | 25 | 4.4 | trailing 8% | 117 | 13.1 | Volatile | 21.1 | 3.79 | 4.3 | 129 | 21 | 51 | 60 | false | NoAction | Within bands; monitor | 1 | -8 | BrokerA | LMT | 85 | null | null | Normal monitoring | 2 | -32 | -26 | 4 | false | Within IPS guidelines |
P1951 | Active | Trust | USD | 2025-02-10 | 1,189,560 | 141,602 | 1,047,958 | 1.15 | 64.2 | 27.8 | 0 | 8 | IEF:35.1%;VTI:35.1%;TLT:29.8% | US:62.1;EU:15.8;APAC:13.9;EM:7.5;Other:0.8 | Value:0.0;Growth:+0.5;Quality:+0.7;Size:+0.6;Momentum:+0.6;LowVol:+0.2 | NoDerivatives | 10 | 25 | 5.5 | trailing 9% | 196 | 27.7 | Bull | 12.4 | 4.75 | 3 | 118 | 34 | 56 | 38 | false | Rebalance | Shift +1% to bonds from equity | -1 | -22 | BrokerC | MKT | 89 | null | null | Normal monitoring | -40 | -36 | -34 | 3 | false | Within IPS guidelines |
P1952 | Cautious | Roth | USD | 2025-07-16 | 676,169 | 98,922 | 577,247 | 1 | 43.2 | 39.2 | 0 | 17.6 | IEF:22.3%;BRK.B:25.9%;VNQ:25.9%;MUB:25.9% | US:60.3;EU:13.0;APAC:12.8;EM:10.2;Other:3.7 | Value:+0.9;Growth:+0.6;Quality:+0.1;Size:-0.2;Momentum:+0.7;LowVol:-0.6 | ESGOnly;NoMargin | 8 | 25 | 4.3 | trailing 10% | 106 | 17.8 | Bull | 17.5 | 3.53 | 3 | 87 | 0 | 49 | 31 | false | Rebalance | Shift +1% to bonds from equity | 19 | 1 | BrokerA | MKT | 100 | null | null | Normal monitoring | 90 | -10 | 167 | 4 | false | Tax-aware sells next window |
P1953 | Cautious | Taxable | USD | 2025-10-17 | 428,455 | 51,716 | 376,739 | 1 | 44.7 | 33.1 | 7.6 | 14.6 | GLD:21.8%;VNQ:15.2%;HYG:22.1%;BRK.B:21.6%;TSLA:19.2% | US:62.4;EU:15.2;APAC:11.6;EM:7.0;Other:3.8 | Value:+0.4;Growth:-0.8;Quality:-0.1;Size:+0.2;Momentum:-0.5;LowVol:-0.4 | MaxPos5%;NoDerivatives;NoMargin | 8 | 25 | 6 | trailing 8% | 121 | 18.3 | Bull | 16.1 | 4.57 | 3 | 116 | 110 | 98 | 47 | false | Sell | Trim extended winner -1% | 4 | -21 | BrokerC | VWAP | 95 | null | null | Normal monitoring | 106 | 8 | 94 | 3 | false | Within IPS guidelines |
P1954 | Cautious | IRA | USD | 2025-12-07 | 179,062 | 24,884 | 154,178 | 1 | 40.3 | 37.4 | 5.2 | 17.1 | BND:12.6%;MUB:23.3%;HYG:23.3%;AMZN:10.5%;AAPL:15.5%;TSLA:14.7% | US:68.9;EU:12.6;APAC:8.1;EM:9.7;Other:0.7 | Value:+0.5;Growth:-0.6;Quality:-0.5;Size:-0.4;Momentum:+1.0;LowVol:+0.6 | ESGOnly;NoMargin | 5 | 30 | 4.9 | trailing 8% | 90 | 15 | Bear | 26.6 | 3.84 | 1.8 | 160 | -3 | 46 | 56 | false | Rebalance | Shift +1% to bonds from equity | 27 | -17 | BrokerD | LMT | 96 | null | null | Normal monitoring | 117 | -48 | 194 | 4 | false | Tax-aware sells next window |
P1955 | Systematic | Trust | USD | 2025-04-17 | 967,828 | 71,373 | 896,455 | 1 | 67.7 | 26.4 | 0 | 5.9 | QQQ:19.0%;XLF:15.6%;VTI:10.4%;VNQ:13.8%;AAPL:20.4%;HYG:20.8% | US:57.7;EU:14.9;APAC:13.2;EM:11.7;Other:2.5 | Value:+0.1;Growth:-0.2;Quality:+0.4;Size:-0.9;Momentum:-0.1;LowVol:+0.5 | MaxPos7% | 7 | 35 | 5.1 | trailing 9% | 147 | 20.4 | Sideways | 15.1 | 4.02 | 2.8 | 114 | 14 | 45 | 50 | false | Sell | Trim extended winner -1% | 26 | -11 | BrokerD | MKT | 93 | null | null | Normal monitoring | -46 | -4 | 88 | 4 | false | Monitor dispersion and breadth |
P1956 | Hands-off | IRA | USD | 2024-12-01 | 497,169 | 37,886 | 459,283 | 1 | 60.4 | 24.1 | 9.5 | 6 | MSFT:27.3%;XLF:18.0%;VTI:27.3%;GLD:27.3% | US:62.3;EU:11.2;APAC:12.1;EM:10.1;Other:4.3 | Value:-0.4;Growth:-0.5;Quality:+0.8;Size:+0.8;Momentum:+0.8;LowVol:-0.5 | null | 5 | 25 | 3.1 | trailing 8% | 115 | 20 | Volatile | 22.3 | 5.17 | 3.7 | 136 | 58 | 79 | 64 | false | Sell | Trim extended winner -1% | 32 | -1 | BrokerD | VWAP | 88 | null | null | Normal monitoring | -20 | -44 | 96 | 3 | false | Monitor dispersion and breadth |
P1957 | Hands-off | Taxable | USD | 2024-11-24 | 374,925 | 18,338 | 356,587 | 1 | 66.4 | 22.1 | 6 | 5.5 | MSFT:11.7%;HYG:24.8%;VTI:24.8%;TSLA:24.8%;BND:13.8% | US:72.6;EU:9.9;APAC:9.4;EM:5.7;Other:2.5 | Value:-0.3;Growth:-0.1;Quality:-0.2;Size:+0.1;Momentum:-0.9;LowVol:+0.2 | ESGOnly;MaxPos8%;NoDerivatives | 7 | 30 | 4.4 | hard 10% | 125 | 14.5 | Sideways | 15.5 | 4.6 | 2.1 | 134 | -30 | 20 | 50 | false | Rebalance | Shift +1% to bonds from equity | 13 | -34 | BrokerA | VWAP | 98 | null | null | Normal monitoring | 63 | -4 | 106 | 5 | false | Tax-aware sells next window |
P1958 | Systematic | Roth | USD | 2025-03-20 | 1,497,028 | 84,723 | 1,412,305 | 1 | 61.3 | 32.5 | 0 | 6.2 | MSFT:6.4%;TLT:21.4%;IEF:21.4%;TSLA:20.1%;BND:21.4%;VNQ:9.3% | US:69.8;EU:13.1;APAC:8.9;EM:4.6;Other:3.6 | Value:+0.6;Growth:+0.6;Quality:+0.5;Size:-1.0;Momentum:-0.6;LowVol:+0.2 | NoDerivatives | 8 | 35 | 4.9 | trailing 9% | 220 | 23.8 | Volatile | 24.1 | 4.21 | 2.8 | 147 | 66 | 94 | 74 | true | Hedge | Buy index puts 1% notional | 30 | -35 | BrokerB | MKT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 94 | -23 | 159 | 5 | false | Monitor dispersion and breadth |
P1959 | Cautious | IRA | USD | 2024-10-10 | 801,102 | 110,012 | 691,090 | 1 | 41.8 | 31.2 | 9.8 | 17.3 | VOO:22.2%;XLF:22.2%;MUB:15.5%;BND:21.5%;AAPL:10.6%;VTI:8.1% | US:69.9;EU:9.2;APAC:5.2;EM:10.8;Other:4.8 | Value:-0.3;Growth:-0.7;Quality:-0.9;Size:-0.1;Momentum:-0.2;LowVol:+0.6 | NoMargin | 5 | 30 | 4.5 | hard 10% | 169 | 15.3 | Sideways | 20.7 | 3.65 | 3.3 | 107 | 32 | 80 | 47 | false | Rebalance | Shift +1% to bonds from equity | 3 | -20 | BrokerB | MKT | 96 | null | null | Normal monitoring | -10 | -30 | -11 | 3 | false | Tighten stops on momentum names |
P1960 | Active | IRA | USD | 2025-09-07 | 1,553,442 | 147,734 | 1,405,708 | 1 | 59.7 | 19.5 | 12.3 | 8.6 | MUB:16.5%;AAPL:14.5%;XLF:20.7%;BND:20.7%;VOO:18.3%;QQQ:9.3% | US:71.7;EU:11.5;APAC:6.4;EM:7.6;Other:2.8 | Value:-0.6;Growth:-0.1;Quality:-0.9;Size:0.0;Momentum:-0.1;LowVol:+0.4 | NoDerivatives | 8 | 35 | 4.1 | hard 12% | 126 | 25.4 | Volatile | 22.9 | 5.39 | 2.2 | 170 | 3 | 61 | 60 | false | Rebalance | Shift +1% to bonds from equity | 2 | -4 | BrokerA | MKT | 98 | null | null | Normal monitoring | -56 | 14 | -30 | 3 | false | Tighten stops on momentum names |
P1961 | Opportunistic | IRA | USD | 2025-06-17 | 1,111,827 | 88,094 | 1,023,733 | 1 | 67.9 | 15.2 | 12.4 | 4.5 | HYG:20.4%;VOO:8.3%;AAPL:16.9%;VTI:19.2%;XLF:18.0%;IEF:17.2% | US:68.9;EU:12.4;APAC:11.1;EM:3.3;Other:4.2 | Value:+0.6;Growth:-0.9;Quality:-0.4;Size:-0.9;Momentum:-0.3;LowVol:-0.4 | MaxPos8% | 5 | 35 | 4.1 | hard 12% | 212 | 22 | Volatile | 29.9 | 3.61 | 3.5 | 165 | -32 | 45 | 74 | true | Rebalance | Rebalance back to target bands | 22 | -26 | BrokerB | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | -2 | -31 | 113 | 4 | false | Monitor dispersion and breadth |
P1962 | Opportunistic | Taxable | USD | 2025-03-31 | 897,509 | 37,741 | 859,768 | 1 | 62.8 | 12.2 | 19.2 | 5.9 | TLT:18.6%;IEF:17.2%;XLF:11.1%;MUB:18.4%;QQQ:19.1%;AMZN:15.7% | US:53.6;EU:17.4;APAC:15.2;EM:11.6;Other:2.2 | Value:+0.2;Growth:+0.4;Quality:-0.3;Size:-0.6;Momentum:-0.0;LowVol:+0.5 | null | 6 | 25 | 4.2 | trailing 9% | 240 | 22 | Bull | 16 | 4.19 | 2.2 | 103 | 71 | 74 | 43 | false | Sell | Trim extended winner -1% | 14 | 13 | BrokerB | MKT | 87 | null | null | Normal monitoring | 63 | -42 | 37 | 4 | false | Within IPS guidelines |
P1963 | Opportunistic | IRA | USD | 2025-01-15 | 1,309,857 | 51,698 | 1,258,159 | 1.24 | 76.7 | 16.2 | 0 | 7.1 | GLD:25.1%;IEF:24.8%;VOO:25.1%;HYG:25.1% | US:70.5;EU:4.8;APAC:11.0;EM:9.3;Other:4.4 | Value:-0.1;Growth:-0.9;Quality:+0.2;Size:+0.8;Momentum:-0.1;LowVol:+0.9 | null | 7 | 25 | 6.7 | trailing 7% | 165 | 27.5 | Bear | 34.9 | 4.03 | 2.3 | 161 | 13 | 66 | 100 | true | Rebalance | Rebalance back to target bands | 10 | -8 | BrokerD | MKT | 94 | VAR>budget | Reduce | Risk above budget threshold | 103 | 1 | 113 | 2 | false | Tax-aware sells next window |
P1964 | Systematic | Trust | USD | 2024-09-30 | 1,946,956 | 185,727 | 1,761,229 | 1 | 62.9 | 26.9 | 4.6 | 5.7 | BRK.B:22.5%;HYG:22.5%;BND:21.6%;TSLA:14.3%;MSFT:19.1% | US:67.4;EU:17.9;APAC:11.2;EM:3.1;Other:0.4 | Value:-0.9;Growth:-1.0;Quality:+0.2;Size:-0.3;Momentum:-0.7;LowVol:-0.2 | null | 5 | 35 | 5.5 | hard 12% | 146 | 24.8 | Bull | 11.1 | 4.34 | 2 | 102 | 33 | 67 | 47 | false | Hedge | Add TLT +1% as duration hedge | -14 | 2 | BrokerA | LMT | 100 | null | null | Normal monitoring | -46 | 11 | 39 | 5 | false | Increase defensive factor exposure |
P1965 | Hands-off | IRA | USD | 2025-02-11 | 225,723 | 15,381 | 210,342 | 1 | 72.4 | 19 | 0 | 8.6 | GLD:22.1%;TLT:22.1%;AAPL:18.8%;IEF:21.4%;VTI:15.6% | US:68.6;EU:6.0;APAC:15.7;EM:5.0;Other:4.7 | Value:-0.5;Growth:+0.8;Quality:+0.2;Size:-0.9;Momentum:-0.0;LowVol:+0.7 | MaxPos7%;NoDerivatives | 10 | 25 | 3.5 | trailing 8% | 94 | 14.3 | Bear | 28.2 | 3.47 | 2.8 | 195 | -75 | 5 | 85 | true | Rebalance | Rebalance back to target bands | 7 | -25 | BrokerC | LMT | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 67 | -52 | 140 | 4 | false | Increase defensive factor exposure |
P1966 | Opportunistic | Trust | USD | 2024-10-08 | 1,334,101 | 101,210 | 1,232,891 | 1 | 69.4 | 17.1 | 6.4 | 7.1 | VNQ:22.9%;HYG:25.7%;VTI:25.7%;AAPL:25.7% | US:66.2;EU:15.6;APAC:8.0;EM:8.9;Other:1.3 | Value:0.0;Growth:-0.8;Quality:0.0;Size:+0.4;Momentum:-0.5;LowVol:-0.9 | MaxPos5% | 5 | 35 | 6.9 | trailing 9% | 197 | 25.8 | Sideways | 17.2 | 4.25 | 3.3 | 109 | -3 | 51 | 64 | false | Buy | Add to core equity +1% | 28 | -1 | BrokerB | LMT | 88 | null | null | Normal monitoring | 117 | -3 | 146 | 5 | false | Within IPS guidelines |
P1967 | Opportunistic | Roth | USD | 2025-09-21 | 1,020,980 | 38,457 | 982,523 | 1.06 | 67.1 | 16.3 | 11.4 | 5.1 | TLT:35.1%;VOO:35.1%;MUB:29.7% | US:65.4;EU:17.4;APAC:10.3;EM:2.9;Other:3.9 | Value:-0.3;Growth:-0.2;Quality:-0.2;Size:-0.6;Momentum:+0.7;LowVol:+0.9 | MaxPos5%;NoDerivatives | 10 | 25 | 5.9 | trailing 9% | 174 | 23.8 | Sideways | 20.6 | 3.96 | 2.7 | 104 | 43 | 86 | 68 | false | Sell | Trim extended winner -1% | 32 | 5 | BrokerB | VWAP | 94 | null | null | Normal monitoring | 30 | -55 | 120 | 4 | false | Tax-aware sells next window |
P1968 | Opportunistic | Taxable | USD | 2024-08-31 | 1,276,805 | 54,935 | 1,221,870 | 1 | 69.5 | 11.3 | 11 | 8.2 | XLF:36.5%;BND:27.1%;IEF:36.5% | US:63.6;EU:12.8;APAC:14.6;EM:6.1;Other:2.8 | Value:-0.1;Growth:+0.1;Quality:-0.7;Size:0.0;Momentum:+0.7;LowVol:-0.2 | MaxPos5%;NoDerivatives | 7 | 25 | 4.9 | trailing 7% | 192 | 26.3 | Bull | 17.5 | 3.85 | 2 | 79 | 7 | 59 | 57 | false | Rebalance | Shift +1% to bonds from equity | -6 | -39 | BrokerD | MKT | 100 | null | null | Normal monitoring | -51 | -13 | 66 | 4 | false | Tighten stops on momentum names |
P1969 | Systematic | 401k | USD | 2025-10-25 | 1,382,927 | 132,772 | 1,250,155 | 1 | 63.4 | 21.2 | 6.5 | 8.9 | AMZN:36.9%;IEF:36.9%;VNQ:26.1% | US:70.6;EU:10.8;APAC:6.7;EM:11.7;Other:0.4 | Value:+0.2;Growth:-0.8;Quality:+0.6;Size:+0.7;Momentum:0.0;LowVol:-0.8 | null | 6 | 30 | 5.2 | hard 12% | 208 | 17.5 | Bull | 14 | 3.52 | 2.9 | 106 | 16 | 47 | 44 | false | Sell | Trim extended winner -1% | 1 | -10 | BrokerD | MKT | 85 | null | null | Normal monitoring | 4 | -48 | 87 | 5 | false | Within IPS guidelines |
P1970 | Opportunistic | 401k | USD | 2025-06-13 | 1,171,819 | 38,836 | 1,132,983 | 1 | 71 | 20.6 | 0 | 8.4 | HYG:26.7%;QQQ:26.7%;VTI:19.8%;MUB:26.7% | US:71.9;EU:11.1;APAC:7.4;EM:5.2;Other:4.3 | Value:+0.5;Growth:-0.2;Quality:+0.9;Size:+0.4;Momentum:-0.3;LowVol:0.0 | MaxPos7% | 7 | 35 | 5.4 | trailing 9% | 198 | 21.2 | Bull | 17.2 | 4.56 | 2.1 | 96 | 43 | 59 | 50 | false | Sell | Trim extended winner -1% | 11 | 14 | BrokerB | LMT | 97 | null | null | Normal monitoring | -3 | 15 | -21 | 3 | false | Monitor dispersion and breadth |
P1971 | Hands-off | Trust | USD | 2025-01-23 | 382,952 | 19,887 | 363,065 | 1 | 58.8 | 26 | 7.2 | 8 | XLF:18.7%;VOO:20.7%;IEF:15.9%;BRK.B:13.4%;VNQ:20.7%;AAPL:10.7% | US:78.3;EU:7.3;APAC:7.2;EM:5.1;Other:2.0 | Value:-0.2;Growth:-0.9;Quality:+0.5;Size:-0.5;Momentum:-0.9;LowVol:+0.3 | NoDerivatives | 8 | 30 | 5.2 | trailing 8% | 107 | 16.7 | Volatile | 31.9 | 4.35 | 3.2 | 130 | -11 | 37 | 80 | true | Hedge | Buy index puts 1% notional | 8 | -34 | BrokerC | MKT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -21 | -40 | -9 | 4 | false | Increase defensive factor exposure |
P1972 | Hands-off | Roth | USD | 2025-12-06 | 811,050 | 35,638 | 775,412 | 1 | 67.1 | 18.2 | 6 | 8.6 | TLT:12.1%;MUB:12.8%;MSFT:21.2%;TSLA:10.9%;GLD:19.7%;IEF:23.4% | US:69.1;EU:7.9;APAC:8.1;EM:12.2;Other:2.7 | Value:+0.5;Growth:+0.7;Quality:+0.8;Size:+0.8;Momentum:+0.4;LowVol:-1.0 | MaxPos6%;NoDerivatives | 6 | 35 | 3.7 | trailing 10% | 167 | 14.7 | Bull | 15.7 | 4.35 | 3.4 | 118 | 44 | 79 | 51 | false | Buy | Add to core equity +1% | 14 | -7 | BrokerC | MKT | 99 | null | null | Normal monitoring | 7 | -52 | 38 | 3 | false | Tax-aware sells next window |
P1973 | Systematic | Trust | USD | 2024-10-14 | 486,016 | 41,245 | 444,771 | 1 | 58.3 | 33.9 | 0 | 7.8 | QQQ:26.9%;VOO:26.9%;BND:19.4%;AMZN:26.9% | US:80.3;EU:7.1;APAC:5.3;EM:4.4;Other:2.9 | Value:+0.9;Growth:-0.1;Quality:+0.6;Size:+0.8;Momentum:+0.7;LowVol:+0.4 | null | 5 | 30 | 5.2 | hard 12% | 182 | 23.5 | Bull | 11 | 3.77 | 2.9 | 99 | 9 | 47 | 41 | true | Rebalance | Rebalance back to target bands | 8 | -8 | BrokerC | VWAP | 90 | VAR>budget | TightenStops | Risk above budget threshold | 27 | -60 | 0 | 2 | true | Monitor dispersion and breadth |
P1974 | Cautious | Roth | USD | 2025-07-04 | 617,143 | 81,144 | 535,999 | 1 | 41.6 | 35.1 | 12.3 | 11 | QQQ:25.0%;GLD:25.0%;VNQ:25.0%;AAPL:25.0% | US:64.7;EU:15.7;APAC:11.5;EM:4.9;Other:3.2 | Value:+0.4;Growth:+0.1;Quality:-0.4;Size:-0.4;Momentum:-0.7;LowVol:+0.5 | ESGOnly;NoMargin | 10 | 35 | 3.9 | hard 10% | 106 | 15 | Volatile | 21.5 | 4.38 | 3.7 | 155 | -44 | 20 | 47 | false | Hedge | Add TLT +1% as duration hedge | -5 | 12 | BrokerA | LMT | 90 | null | null | Normal monitoring | 29 | 9 | 78 | 5 | false | Within IPS guidelines |
P1975 | Systematic | Taxable | USD | 2025-02-19 | 792,567 | 65,402 | 727,165 | 1 | 62.7 | 25.8 | 4.3 | 7.2 | VNQ:33.3%;AAPL:33.3%;TLT:33.3% | US:60.4;EU:13.8;APAC:12.2;EM:9.0;Other:4.6 | Value:+0.3;Growth:-1.0;Quality:-0.3;Size:+0.5;Momentum:-0.9;LowVol:+0.2 | MaxPos6% | 7 | 35 | 5.6 | hard 12% | 163 | 17.1 | Bull | 14.9 | 4.03 | 3.2 | 84 | 12 | 59 | 48 | true | Hedge | Buy index puts 1% notional | -14 | -18 | BrokerA | MKT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 34 | -18 | 12 | 2 | false | Tighten stops on momentum names |
P1976 | Systematic | IRA | USD | 2024-08-29 | 1,843,193 | 133,627 | 1,709,566 | 1 | 65.4 | 26.6 | 2.7 | 5.3 | BND:16.8%;VOO:21.2%;BRK.B:20.8%;GLD:9.3%;QQQ:16.4%;VTI:15.6% | US:65.0;EU:13.9;APAC:10.4;EM:9.5;Other:1.2 | Value:-0.7;Growth:-0.5;Quality:0.0;Size:-0.3;Momentum:+1.0;LowVol:+1.0 | MaxPos6% | 6 | 25 | 5.5 | trailing 9% | 125 | 26.4 | Volatile | 23.3 | 4.86 | 3.4 | 121 | -46 | 39 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -2 | BrokerC | MKT | 98 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 100 | -19 | 141 | 3 | false | Within IPS guidelines |
P1977 | Systematic | IRA | USD | 2024-12-30 | 1,117,364 | 111,383 | 1,005,981 | 1 | 61.6 | 22.6 | 10.7 | 5.2 | VNQ:23.7%;AMZN:16.6%;VOO:23.7%;BRK.B:23.7%;TSLA:12.4% | US:66.3;EU:8.2;APAC:13.5;EM:10.7;Other:1.2 | Value:-0.2;Growth:-0.2;Quality:+1.0;Size:-0.6;Momentum:-0.2;LowVol:-1.0 | MaxPos8%;NoDerivatives | 8 | 30 | 4.1 | hard 12% | 169 | 24.2 | Bull | 15.4 | 4.04 | 3.2 | 109 | 9 | 46 | 54 | false | Sell | Trim extended winner -1% | 15 | 3 | BrokerC | MKT | 94 | null | null | Normal monitoring | -27 | -18 | -63 | 4 | false | Tighten stops on momentum names |
P1978 | Hands-off | IRA | USD | 2025-01-14 | 811,495 | 58,576 | 752,919 | 1 | 67.6 | 16.3 | 8.1 | 8 | BND:21.8%;GLD:18.2%;IEF:12.6%;VTI:13.8%;QQQ:11.8%;MSFT:21.8% | US:65.0;EU:9.0;APAC:13.4;EM:10.3;Other:2.3 | Value:0.0;Growth:-0.3;Quality:-1.0;Size:+0.7;Momentum:-0.5;LowVol:+0.9 | MaxPos7% | 7 | 35 | 5.3 | trailing 10% | 143 | 16.4 | Bear | 32.8 | 3.39 | 1 | 218 | 0 | 46 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | 13 | BrokerB | LMT | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 66 | -43 | 95 | 5 | false | Increase defensive factor exposure |
P1979 | Active | Taxable | USD | 2025-11-12 | 1,300,622 | 118,436 | 1,182,186 | 1 | 63.8 | 29.4 | 0 | 6.8 | AAPL:21.1%;TLT:21.1%;QQQ:13.7%;AMZN:18.7%;BRK.B:7.9%;VTI:17.6% | US:72.4;EU:5.6;APAC:9.4;EM:10.2;Other:2.5 | Value:+0.5;Growth:-0.8;Quality:+0.7;Size:-0.5;Momentum:-0.6;LowVol:-0.3 | NoDerivatives | 10 | 25 | 4.5 | trailing 9% | 203 | 18.1 | Volatile | 29.4 | 4.4 | 3.8 | 160 | 45 | 73 | 75 | true | Hedge | Buy index puts 1% notional | 9 | -27 | BrokerA | LMT | 87 | VAR>budget | Reduce | Risk above budget threshold | 111 | -27 | 130 | 2 | false | Monitor dispersion and breadth |
P1980 | Cautious | 401k | USD | 2024-12-19 | 883,869 | 87,354 | 796,515 | 1 | 41.4 | 34.9 | 7.6 | 16.1 | TSLA:29.1%;GLD:16.9%;XLF:24.8%;IEF:29.1% | US:64.6;EU:18.8;APAC:7.5;EM:8.8;Other:0.3 | Value:-0.4;Growth:-0.3;Quality:-0.4;Size:-0.4;Momentum:+0.4;LowVol:-0.7 | ESGOnly;NoMargin | 10 | 25 | 4.1 | trailing 8% | 148 | 14.7 | Bear | 24.9 | 3.88 | 1.9 | 169 | -92 | 11 | 47 | true | Rebalance | Rebalance back to target bands | 2 | -21 | BrokerA | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | 34 | -44 | 2 | 3 | false | Increase defensive factor exposure |
P1981 | Hands-off | IRA | USD | 2024-11-03 | 861,940 | 72,564 | 789,376 | 1 | 69 | 20 | 4.5 | 6.5 | BRK.B:29.0%;VOO:35.5%;AMZN:35.5% | US:72.4;EU:16.6;APAC:6.9;EM:3.0;Other:1.1 | Value:-0.3;Growth:-0.4;Quality:-0.4;Size:-0.1;Momentum:-0.3;LowVol:-0.6 | ESGOnly;NoDerivatives | 8 | 25 | 5.7 | trailing 8% | 144 | 19.1 | Bull | 11.4 | 4.62 | 3.1 | 87 | 92 | 96 | 36 | false | Rebalance | Shift +1% to bonds from equity | 12 | 11 | BrokerB | MKT | 88 | null | null | Normal monitoring | 44 | -24 | 160 | 5 | false | Tighten stops on momentum names |
P1982 | Hands-off | IRA | USD | 2025-08-09 | 203,800 | 17,203 | 186,597 | 1 | 57 | 22.5 | 13.7 | 6.7 | QQQ:19.5%;TSLA:29.3%;TLT:22.0%;VOO:29.3% | US:65.8;EU:12.7;APAC:12.9;EM:6.5;Other:2.2 | Value:+0.3;Growth:+0.3;Quality:-0.6;Size:+0.2;Momentum:+0.5;LowVol:-0.7 | NoDerivatives | 10 | 30 | 3.4 | hard 10% | 135 | 15 | Bull | 12 | 3.76 | 3.1 | 80 | 101 | 100 | 31 | false | Rebalance | Shift +1% to bonds from equity | 24 | -3 | BrokerC | LMT | 97 | null | null | Normal monitoring | 7 | -7 | -20 | 5 | false | Tax-aware sells next window |
P1983 | Active | 401k | USD | 2024-10-01 | 1,862,378 | 210,768 | 1,651,610 | 1 | 61.7 | 22.1 | 10.6 | 5.5 | BND:22.3%;QQQ:22.3%;AMZN:22.3%;VOO:16.6%;MSFT:16.5% | US:63.2;EU:14.7;APAC:11.4;EM:8.2;Other:2.4 | Value:-0.5;Growth:-0.5;Quality:-0.4;Size:-0.5;Momentum:-0.7;LowVol:-0.7 | MaxPos8% | 10 | 25 | 4.3 | trailing 9% | 205 | 17.6 | Bull | 17.7 | 4.54 | 3.2 | 111 | 10 | 52 | 49 | false | Sell | Trim extended winner -1% | 20 | -31 | BrokerC | LMT | 100 | null | null | Normal monitoring | 92 | -31 | 158 | 3 | false | Monitor dispersion and breadth |
P1984 | Opportunistic | IRA | USD | 2025-09-09 | 1,254,022 | 98,760 | 1,155,262 | 1 | 69.4 | 13.8 | 12.7 | 4.1 | MSFT:20.3%;TSLA:18.5%;BRK.B:15.1%;VTI:15.4%;AMZN:14.8%;BND:16.0% | US:72.8;EU:7.6;APAC:7.7;EM:10.9;Other:1.0 | Value:-0.6;Growth:-0.5;Quality:+0.3;Size:-0.3;Momentum:+0.1;LowVol:-0.1 | MaxPos5% | 7 | 35 | 6.6 | trailing 7% | 164 | 24.8 | Bull | 12.5 | 3.73 | 2.2 | 80 | 1 | 38 | 38 | false | Sell | Trim extended winner -1% | 0 | -16 | BrokerC | MKT | 87 | null | null | Normal monitoring | -44 | 17 | 81 | 3 | false | Tax-aware sells next window |
P1985 | Cautious | Trust | USD | 2025-04-30 | 473,056 | 58,355 | 414,701 | 1 | 35.7 | 39.2 | 14.5 | 10.6 | HYG:15.2%;VTI:19.2%;BRK.B:15.5%;MSFT:13.3%;AMZN:19.9%;IEF:17.0% | US:62.5;EU:19.3;APAC:13.0;EM:4.1;Other:1.1 | Value:-0.3;Growth:-1.0;Quality:0.0;Size:-0.2;Momentum:+1.0;LowVol:+0.5 | MaxPos5%;NoMargin | 5 | 25 | 5.5 | trailing 8% | 168 | 19.1 | Sideways | 16.5 | 4.77 | 2.8 | 112 | 19 | 57 | 43 | false | Buy | Add to core equity +1% | 27 | -22 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 106 | 3 | 189 | 4 | false | Increase defensive factor exposure |
P1986 | Hands-off | Trust | USD | 2025-10-27 | 613,499 | 40,820 | 572,679 | 1 | 64.3 | 20.5 | 7.9 | 7.4 | BND:25.0%;VTI:25.0%;GLD:25.0%;TLT:25.0% | US:66.2;EU:12.4;APAC:12.4;EM:5.3;Other:3.6 | Value:+0.8;Growth:+1.0;Quality:-0.6;Size:+0.3;Momentum:+0.4;LowVol:-0.7 | ESGOnly | 7 | 30 | 5.5 | trailing 8% | 112 | 19.5 | Bull | 12.4 | 4.76 | 3.1 | 76 | 47 | 86 | 45 | false | Sell | Trim extended winner -1% | 12 | 10 | BrokerB | MKT | 87 | null | null | Normal monitoring | 103 | -56 | 68 | 3 | false | Tax-aware sells next window |
P1987 | Active | Trust | USD | 2025-06-04 | 2,218,674 | 156,363 | 2,062,311 | 1 | 50.4 | 22 | 21.7 | 5.9 | MSFT:21.9%;AMZN:26.0%;VNQ:26.0%;HYG:26.0% | US:70.0;EU:8.8;APAC:11.9;EM:5.0;Other:4.2 | Value:0.0;Growth:-0.9;Quality:+0.6;Size:-0.7;Momentum:-0.6;LowVol:-0.6 | MaxPos5% | 10 | 35 | 4.9 | trailing 8% | 173 | 19.4 | Volatile | 30.7 | 5.36 | 3.1 | 180 | 4 | 53 | 61 | false | Hedge | Add TLT +1% as duration hedge | -2 | -24 | BrokerD | VWAP | 94 | null | null | Normal monitoring | 78 | -12 | 159 | 3 | false | Tighten stops on momentum names |
P1988 | Cautious | Trust | USD | 2024-10-16 | 615,379 | 73,458 | 541,921 | 1 | 48.1 | 36.1 | 0 | 15.9 | XLF:24.0%;AAPL:25.3%;MUB:25.3%;GLD:25.3% | US:69.1;EU:7.1;APAC:14.1;EM:5.2;Other:4.5 | Value:-0.9;Growth:+0.6;Quality:-0.4;Size:+0.1;Momentum:+0.5;LowVol:-0.7 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 10 | 30 | 5.7 | hard 10% | 90 | 17.8 | Volatile | 31.9 | 3.84 | 4.4 | 144 | -41 | 37 | 66 | false | Rebalance | Shift +1% to bonds from equity | 10 | 1 | BrokerC | MKT | 87 | null | null | Normal monitoring | -39 | -16 | 16 | 5 | false | Tighten stops on momentum names |
P1989 | Hands-off | Trust | USD | 2025-08-27 | 620,944 | 27,883 | 593,061 | 1 | 71.7 | 15 | 6.4 | 6.9 | HYG:20.4%;TLT:20.7%;GLD:23.8%;TSLA:23.8%;MSFT:11.4% | US:68.0;EU:14.7;APAC:8.3;EM:6.0;Other:2.9 | Value:-0.7;Growth:+0.6;Quality:-0.9;Size:-0.5;Momentum:+0.1;LowVol:-0.1 | ESGOnly;MaxPos8% | 8 | 35 | 5.8 | hard 10% | 113 | 19.2 | Bear | 28.4 | 3.85 | 2.4 | 132 | -115 | 7 | 69 | false | Buy | Add to core equity +1% | 6 | -32 | BrokerB | LMT | 89 | null | null | Normal monitoring | -42 | -59 | -54 | 3 | false | Increase defensive factor exposure |
P1990 | Opportunistic | Trust | USD | 2025-08-21 | 344,892 | 20,548 | 324,344 | 1 | 65.1 | 20.7 | 5.3 | 8.8 | VNQ:9.2%;GLD:15.6%;TSLA:21.4%;QQQ:12.2%;MUB:20.5%;HYG:21.0% | US:62.1;EU:19.7;APAC:10.9;EM:4.0;Other:3.3 | Value:+0.3;Growth:+0.9;Quality:+0.8;Size:+0.3;Momentum:-0.1;LowVol:-0.3 | null | 10 | 30 | 5.1 | trailing 7% | 188 | 31.4 | Sideways | 20.2 | 3.87 | 2.5 | 132 | 27 | 55 | 57 | false | Hedge | Add TLT +1% as duration hedge | 3 | -39 | BrokerC | VWAP | 98 | null | null | Normal monitoring | 86 | 12 | 63 | 4 | false | Increase defensive factor exposure |
P1991 | Hands-off | Taxable | USD | 2024-09-16 | 372,165 | 21,302 | 350,863 | 1 | 73.5 | 17.5 | 0 | 9 | BRK.B:28.1%;MUB:15.6%;IEF:28.1%;MSFT:28.1% | US:72.9;EU:12.7;APAC:6.3;EM:6.3;Other:1.8 | Value:-0.3;Growth:-0.3;Quality:+0.7;Size:+0.1;Momentum:-0.4;LowVol:-0.5 | ESGOnly | 7 | 30 | 3.9 | hard 10% | 91 | 16.6 | Volatile | 29 | 4.04 | 2.6 | 151 | -15 | 39 | 91 | true | Hedge | Buy index puts 1% notional | 19 | -4 | BrokerD | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | 115 | -14 | 142 | 3 | false | Increase defensive factor exposure |
P1992 | Opportunistic | Trust | USD | 2024-10-25 | 596,293 | 52,901 | 543,392 | 1 | 60.5 | 21.3 | 11.7 | 6.5 | VNQ:14.1%;BND:21.6%;AMZN:16.0%;TLT:8.7%;MUB:21.6%;TSLA:17.9% | US:64.9;EU:14.5;APAC:13.9;EM:4.4;Other:2.3 | Value:+0.6;Growth:+0.5;Quality:-0.0;Size:-0.1;Momentum:0.0;LowVol:-0.5 | MaxPos8% | 5 | 35 | 5.7 | hard 12% | 183 | 29.2 | Bull | 17.1 | 4.49 | 2.9 | 115 | 52 | 81 | 53 | false | NoAction | Within bands; monitor | 8 | -26 | BrokerB | LMT | 90 | null | null | Normal monitoring | 82 | -60 | 209 | 4 | false | Increase defensive factor exposure |
P1993 | Cautious | 401k | USD | 2025-09-18 | 362,346 | 31,765 | 330,581 | 1 | 45.4 | 42 | 1.4 | 11.2 | AMZN:13.0%;IEF:15.4%;AAPL:20.3%;BND:15.9%;GLD:20.3%;VOO:15.2% | US:64.1;EU:9.3;APAC:13.5;EM:9.7;Other:3.3 | Value:+0.1;Growth:-0.7;Quality:+0.4;Size:-1.0;Momentum:+0.7;LowVol:+1.0 | ESGOnly;MaxPos5%;NoMargin | 5 | 25 | 3.4 | trailing 10% | 133 | 16.3 | Bear | 33.2 | 4.45 | 2.6 | 164 | 10 | 67 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | -25 | BrokerB | LMT | 91 | VAR>budget | Pause | Risk above budget threshold | -33 | 8 | -39 | 3 | false | Tighten stops on momentum names |
P1994 | Cautious | Trust | USD | 2024-07-21 | 177,499 | 28,342 | 149,157 | 1 | 53.4 | 36.2 | 0 | 10.5 | MSFT:22.6%;VNQ:21.4%;VTI:21.7%;BRK.B:22.6%;MUB:11.7% | US:67.4;EU:17.3;APAC:8.6;EM:2.9;Other:3.7 | Value:+0.8;Growth:-0.0;Quality:+0.8;Size:-0.7;Momentum:+0.4;LowVol:-0.8 | NoMargin | 8 | 35 | 4.1 | trailing 10% | 155 | 17.9 | Bull | 16.2 | 4.95 | 3.3 | 111 | 57 | 92 | 34 | false | Sell | Trim extended winner -1% | 6 | -26 | BrokerA | MKT | 85 | null | null | Normal monitoring | 79 | 17 | 76 | 3 | false | Tighten stops on momentum names |
P1995 | Cautious | Roth | USD | 2025-11-25 | 177,829 | 24,533 | 153,296 | 1 | 51.3 | 37.6 | 0 | 11.1 | VNQ:7.1%;VTI:13.5%;MUB:22.6%;XLF:22.6%;GLD:11.5%;MSFT:22.6% | US:68.5;EU:16.8;APAC:9.8;EM:3.7;Other:1.2 | Value:+0.4;Growth:-0.9;Quality:+0.2;Size:+0.3;Momentum:-0.0;LowVol:-0.2 | NoMargin | 5 | 30 | 5.6 | trailing 8% | 108 | 15.8 | Sideways | 21.7 | 4.64 | 2.8 | 128 | 8 | 54 | 54 | false | Rebalance | Shift +1% to bonds from equity | 24 | 7 | BrokerB | VWAP | 89 | null | null | Normal monitoring | 101 | -21 | 118 | 4 | false | Increase defensive factor exposure |
P1996 | Cautious | IRA | USD | 2025-11-16 | 774,150 | 69,124 | 705,026 | 1 | 49.6 | 34.3 | 1.7 | 14.4 | IEF:34.1%;HYG:34.1%;XLF:31.9% | US:64.9;EU:19.5;APAC:8.7;EM:5.7;Other:1.2 | Value:-0.4;Growth:-0.8;Quality:-0.9;Size:-0.1;Momentum:+0.9;LowVol:+0.2 | MaxPos6%;NoMargin | 7 | 25 | 3.6 | trailing 8% | 146 | 18.2 | Volatile | 27.8 | 4.71 | 2.7 | 145 | 54 | 70 | 64 | false | Buy | Add to core equity +1% | 3 | -5 | BrokerD | VWAP | 91 | null | null | Normal monitoring | 31 | -11 | 157 | 5 | false | Tax-aware sells next window |
P1997 | Systematic | Taxable | USD | 2025-10-06 | 1,461,768 | 106,010 | 1,355,758 | 1 | 66 | 28.1 | 0 | 5.9 | TSLA:20.3%;MSFT:18.8%;BND:14.8%;MUB:15.1%;HYG:19.0%;TLT:12.1% | US:67.8;EU:9.2;APAC:15.6;EM:6.8;Other:0.6 | Value:+0.2;Growth:-0.3;Quality:+0.9;Size:0.0;Momentum:0.0;LowVol:-0.5 | MaxPos6% | 8 | 25 | 5.5 | trailing 8% | 163 | 26.6 | Volatile | 25.7 | 3.82 | 3.9 | 157 | -60 | 12 | 75 | true | Hedge | Buy index puts 1% notional | 6 | -30 | BrokerD | LMT | 93 | VAR>budget | Reduce | Risk above budget threshold | -54 | -38 | -86 | 2 | false | Monitor dispersion and breadth |
P1998 | Hands-off | Trust | USD | 2025-11-06 | 204,900 | 13,316 | 191,584 | 1 | 68.3 | 23 | 0 | 8.8 | TSLA:22.9%;TLT:22.5%;MUB:22.9%;BND:8.7%;AAPL:22.9% | US:66.6;EU:10.2;APAC:12.0;EM:6.8;Other:4.4 | Value:-0.5;Growth:+0.9;Quality:+0.7;Size:-0.4;Momentum:-0.2;LowVol:+0.1 | ESGOnly;MaxPos7% | 8 | 35 | 5 | trailing 8% | 159 | 19.1 | Volatile | 28.5 | 4.75 | 3.5 | 145 | 24 | 54 | 67 | false | Rebalance | Shift +1% to bonds from equity | 28 | 1 | BrokerD | VWAP | 93 | null | null | Normal monitoring | -35 | -16 | 71 | 4 | false | Within IPS guidelines |
P1999 | Cautious | Taxable | USD | 2025-03-08 | 592,999 | 63,778 | 529,221 | 1 | 47.7 | 36.9 | 0 | 15.4 | VOO:16.7%;AAPL:22.9%;BND:22.9%;VNQ:22.9%;MUB:14.7% | US:59.7;EU:10.5;APAC:15.2;EM:12.4;Other:2.2 | Value:+0.2;Growth:-0.6;Quality:-0.6;Size:+0.8;Momentum:-0.0;LowVol:+0.3 | ESGOnly;MaxPos6%;NoMargin | 8 | 25 | 5.5 | trailing 8% | 161 | 12.7 | Bull | 17.8 | 3.7 | 2.3 | 94 | 111 | 100 | 36 | false | Hedge | Add TLT +1% as duration hedge | 23 | -35 | BrokerB | MKT | 100 | null | null | Normal monitoring | 88 | -23 | 180 | 5 | false | Monitor dispersion and breadth |
P2000 | Hands-off | Taxable | USD | 2025-03-03 | 747,076 | 48,599 | 698,477 | 1 | 62.8 | 15.2 | 13.3 | 8.7 | TLT:33.3%;AAPL:33.3%;GLD:33.3% | US:72.7;EU:13.3;APAC:6.0;EM:5.2;Other:2.7 | Value:-0.8;Growth:+0.8;Quality:+0.9;Size:-0.3;Momentum:+0.3;LowVol:-0.9 | null | 10 | 30 | 5.3 | hard 10% | 121 | 14 | Volatile | 22.2 | 5.22 | 2.9 | 121 | 48 | 87 | 59 | false | Rebalance | Shift +1% to bonds from equity | 33 | -34 | BrokerB | LMT | 88 | null | null | Normal monitoring | 16 | -19 | 46 | 4 | false | Within IPS guidelines |
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