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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P2001 | Active | Roth | USD | 2025-02-18 | 600,561 | 51,374 | 549,187 | 1 | 61.6 | 31.2 | 0 | 7.1 | AAPL:20.7%;QQQ:21.0%;HYG:22.7%;IEF:22.7%;AMZN:13.0% | US:65.8;EU:13.0;APAC:15.9;EM:5.1;Other:0.2 | Value:-0.9;Growth:-0.3;Quality:+0.8;Size:+0.1;Momentum:-0.4;LowVol:+0.2 | MaxPos6%;NoDerivatives | 8 | 30 | 4.6 | hard 12% | 182 | 19.6 | Volatile | 24 | 5.3 | 4.1 | 158 | 4 | 48 | 60 | false | Rebalance | Shift +1% to bonds from equity | -8 | -29 | BrokerB | MKT | 92 | null | null | Normal monitoring | 34 | 3 | -6 | 3 | false | Monitor dispersion and breadth |
P2002 | Cautious | IRA | USD | 2025-10-08 | 413,924 | 65,228 | 348,696 | 1 | 46.6 | 41.9 | 0 | 11.5 | VNQ:37.6%;VOO:24.7%;VTI:37.6% | US:64.5;EU:16.3;APAC:7.6;EM:7.4;Other:4.2 | Value:-0.4;Growth:+0.6;Quality:-0.9;Size:-0.5;Momentum:-0.5;LowVol:+0.9 | MaxPos6%;NoDerivatives;NoMargin | 5 | 30 | 3.3 | trailing 10% | 129 | 17.7 | Sideways | 14.9 | 4.94 | 2.4 | 121 | 11 | 40 | 37 | false | Buy | Add to core equity +1% | 7 | -40 | BrokerA | LMT | 91 | null | null | Normal monitoring | 110 | -29 | 115 | 3 | false | Tax-aware sells next window |
P2003 | Cautious | Trust | USD | 2024-11-22 | 668,879 | 100,070 | 568,809 | 1 | 49.4 | 37.7 | 0 | 12.9 | AAPL:33.3%;MUB:33.3%;VTI:33.3% | US:65.1;EU:11.4;APAC:12.3;EM:6.2;Other:4.9 | Value:+0.8;Growth:+1.0;Quality:-0.5;Size:+0.8;Momentum:+0.1;LowVol:-0.3 | ESGOnly;MaxPos7%;NoMargin | 6 | 35 | 4.7 | trailing 10% | 97 | 12.8 | Volatile | 26.3 | 3.64 | 2.2 | 136 | 7 | 68 | 56 | false | Buy | Add to core equity +1% | 6 | 15 | BrokerC | MKT | 98 | null | null | Normal monitoring | -11 | 11 | 86 | 3 | false | Within IPS guidelines |
P2004 | Opportunistic | Trust | USD | 2025-07-30 | 1,324,217 | 94,181 | 1,230,036 | 1 | 71.8 | 15.2 | 7.8 | 5.1 | BND:25.4%;XLF:25.4%;GLD:23.9%;HYG:25.4% | US:63.9;EU:16.8;APAC:8.0;EM:7.0;Other:4.3 | Value:+0.3;Growth:-0.5;Quality:-0.9;Size:+0.4;Momentum:+0.9;LowVol:0.0 | null | 7 | 25 | 6.2 | trailing 7% | 262 | 25.7 | Volatile | 24.1 | 5.44 | 3.8 | 128 | -12 | 53 | 81 | true | Rebalance | Rebalance back to target bands | -7 | -21 | BrokerD | VWAP | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 43 | 15 | 100 | 2 | false | Within IPS guidelines |
P2005 | Cautious | Taxable | USD | 2025-04-22 | 577,968 | 85,768 | 492,200 | 1 | 50.3 | 37.2 | 2.2 | 10.3 | BND:24.1%;VTI:25.3%;MSFT:25.3%;XLF:25.3% | US:60.0;EU:15.8;APAC:11.5;EM:9.0;Other:3.7 | Value:-0.7;Growth:+0.3;Quality:+0.9;Size:-0.4;Momentum:+1.0;LowVol:-0.1 | MaxPos8%;NoMargin | 6 | 25 | 5.5 | trailing 8% | 92 | 19.7 | Volatile | 23.4 | 4.1 | 2.2 | 178 | -23 | 45 | 52 | false | Hedge | Add TLT +1% as duration hedge | 1 | -15 | BrokerA | LMT | 100 | null | null | Normal monitoring | 57 | 18 | 112 | 5 | false | Monitor dispersion and breadth |
P2006 | Hands-off | Taxable | USD | 2025-01-17 | 355,575 | 19,436 | 336,139 | 1 | 72.1 | 18 | 0 | 9.8 | MUB:17.5%;TLT:27.5%;VTI:27.5%;TSLA:27.5% | US:62.3;EU:15.8;APAC:13.1;EM:8.6;Other:0.2 | Value:+1.0;Growth:-0.6;Quality:-0.4;Size:-0.3;Momentum:0.0;LowVol:+0.1 | ESGOnly | 6 | 30 | 3 | hard 10% | 164 | 14.6 | Bull | 11.2 | 4.14 | 3.1 | 90 | 58 | 82 | 44 | false | Hedge | Add TLT +1% as duration hedge | 13 | -9 | BrokerB | LMT | 86 | null | null | Normal monitoring | -46 | -45 | -84 | 3 | false | Within IPS guidelines |
P2007 | Cautious | IRA | USD | 2024-09-03 | 428,829 | 35,373 | 393,456 | 1 | 46.1 | 36.6 | 1.5 | 15.7 | GLD:12.7%;AMZN:16.3%;BND:23.7%;HYG:23.7%;IEF:23.7% | US:63.4;EU:18.3;APAC:7.8;EM:5.7;Other:4.8 | Value:-1.0;Growth:+0.4;Quality:+0.7;Size:+0.9;Momentum:-0.0;LowVol:+0.7 | NoMargin | 8 | 30 | 4.7 | trailing 10% | 103 | 19.8 | Volatile | 28.2 | 3.53 | 2.5 | 173 | -19 | 34 | 73 | true | Rebalance | Rebalance back to target bands | 19 | -8 | BrokerD | MKT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 43 | -27 | 123 | 3 | true | Tighten stops on momentum names |
P2008 | Opportunistic | Roth | USD | 2025-01-05 | 1,308,208 | 114,460 | 1,193,748 | 1.12 | 72.6 | 15.4 | 5.1 | 6.9 | AMZN:11.2%;IEF:14.8%;MSFT:18.2%;BND:21.7%;XLF:21.7%;QQQ:12.3% | US:64.9;EU:16.1;APAC:12.0;EM:5.8;Other:1.2 | Value:+0.7;Growth:-0.5;Quality:+0.3;Size:-0.6;Momentum:-1.0;LowVol:-1.0 | NoDerivatives | 7 | 25 | 6.6 | trailing 7% | 182 | 22.4 | Bull | 12.6 | 3.98 | 2.3 | 111 | 78 | 75 | 55 | false | Buy | Add to core equity +1% | 19 | -14 | BrokerB | LMT | 94 | null | null | Normal monitoring | -53 | -14 | 11 | 3 | false | Within IPS guidelines |
P2009 | Opportunistic | Trust | USD | 2025-12-26 | 1,345,860 | 62,640 | 1,283,220 | 1 | 60.7 | 21.3 | 10.8 | 7.2 | VNQ:25.0%;IEF:25.0%;GLD:25.0%;TSLA:25.0% | US:59.9;EU:14.7;APAC:13.1;EM:12.0;Other:0.4 | Value:+0.3;Growth:+0.1;Quality:+0.6;Size:-0.7;Momentum:-0.1;LowVol:+0.5 | MaxPos7% | 6 | 30 | 6.6 | hard 12% | 254 | 25.7 | Bull | 16.1 | 5 | 2.5 | 92 | 79 | 87 | 46 | false | Buy | Add to core equity +1% | 28 | -22 | BrokerD | LMT | 96 | null | null | Normal monitoring | -17 | 1 | -26 | 3 | false | Within IPS guidelines |
P2010 | Cautious | IRA | USD | 2025-01-01 | 463,908 | 47,719 | 416,189 | 1 | 37.8 | 40.6 | 11.2 | 10.4 | GLD:33.3%;QQQ:33.3%;AMZN:33.3% | US:68.8;EU:16.7;APAC:5.2;EM:7.6;Other:1.8 | Value:-0.2;Growth:-0.8;Quality:+0.3;Size:-0.4;Momentum:-0.6;LowVol:+0.1 | NoMargin | 10 | 30 | 5.9 | hard 10% | 98 | 18.1 | Volatile | 25.4 | 4.02 | 3 | 168 | 56 | 65 | 43 | false | Rebalance | Shift +1% to bonds from equity | 4 | -4 | BrokerA | VWAP | 96 | null | null | Normal monitoring | 39 | -56 | 111 | 3 | false | Tighten stops on momentum names |
P2011 | Active | Roth | USD | 2025-05-21 | 2,256,711 | 162,636 | 2,094,075 | 1 | 62.5 | 19.4 | 11.3 | 6.8 | BRK.B:20.2%;QQQ:9.1%;VNQ:7.2%;VOO:22.0%;HYG:22.0%;AAPL:19.6% | US:66.1;EU:7.6;APAC:8.9;EM:12.5;Other:5.0 | Value:+0.4;Growth:+0.6;Quality:+0.7;Size:+0.9;Momentum:-0.7;LowVol:-0.8 | NoDerivatives | 8 | 35 | 6 | trailing 8% | 188 | 24.2 | Sideways | 17.1 | 4.26 | 3.2 | 96 | 7 | 43 | 53 | false | Buy | Add to core equity +1% | 14 | -32 | BrokerD | MKT | 98 | null | null | Normal monitoring | 95 | -18 | 64 | 5 | false | Monitor dispersion and breadth |
P2012 | Systematic | 401k | USD | 2024-09-05 | 1,983,676 | 106,498 | 1,877,178 | 1 | 57.8 | 32.9 | 0 | 9.3 | IEF:24.3%;VOO:16.6%;HYG:10.9%;AMZN:23.8%;VNQ:24.3% | US:69.9;EU:11.8;APAC:7.7;EM:9.1;Other:1.5 | Value:+0.9;Growth:-0.8;Quality:+0.4;Size:+0.1;Momentum:+0.7;LowVol:-0.7 | MaxPos7% | 8 | 35 | 4.5 | trailing 8% | 137 | 24.4 | Sideways | 21.7 | 3.81 | 3.4 | 94 | 56 | 77 | 60 | false | Sell | Trim extended winner -1% | 13 | -4 | BrokerC | LMT | 94 | null | null | Normal monitoring | 107 | -51 | 175 | 5 | false | Increase defensive factor exposure |
P2013 | Systematic | Trust | USD | 2025-01-06 | 1,183,387 | 111,548 | 1,071,839 | 1 | 66.7 | 22.4 | 2.6 | 8.3 | GLD:20.3%;MSFT:8.4%;AMZN:17.7%;TLT:18.5%;QQQ:15.0%;TSLA:20.1% | US:68.7;EU:15.7;APAC:6.1;EM:5.9;Other:3.7 | Value:+0.7;Growth:+0.6;Quality:+0.6;Size:+0.2;Momentum:+0.2;LowVol:+0.5 | MaxPos5% | 8 | 25 | 4.9 | trailing 9% | 173 | 26.1 | Bull | 16.8 | 3.74 | 2.2 | 97 | 9 | 50 | 56 | false | Sell | Trim extended winner -1% | 20 | -23 | BrokerC | MKT | 96 | null | null | Normal monitoring | 16 | -60 | 78 | 4 | false | Tighten stops on momentum names |
P2014 | Hands-off | Taxable | USD | 2024-10-20 | 398,989 | 27,823 | 371,166 | 1 | 57.2 | 21.7 | 11.2 | 9.9 | HYG:13.7%;AAPL:24.5%;BND:12.6%;MSFT:24.5%;VTI:24.5% | US:71.8;EU:13.2;APAC:6.7;EM:5.7;Other:2.6 | Value:-0.9;Growth:-0.3;Quality:-0.6;Size:-0.8;Momentum:+0.6;LowVol:+0.1 | ESGOnly;NoDerivatives | 5 | 25 | 3.4 | trailing 8% | 160 | 19.1 | Bull | 14.8 | 3.82 | 3 | 90 | 110 | 100 | 49 | false | Buy | Add to core equity +1% | -15 | -28 | BrokerC | MKT | 88 | null | null | Normal monitoring | -40 | 1 | -28 | 5 | false | Within IPS guidelines |
P2015 | Cautious | IRA | USD | 2025-09-22 | 279,752 | 38,813 | 240,939 | 1 | 44.7 | 42.6 | 2.4 | 10.3 | GLD:25.9%;BRK.B:24.6%;QQQ:25.9%;IEF:23.6% | US:69.7;EU:6.9;APAC:7.8;EM:12.3;Other:3.4 | Value:+0.4;Growth:+0.7;Quality:-0.3;Size:+0.9;Momentum:-0.5;LowVol:0.0 | MaxPos8%;NoMargin | 5 | 25 | 5.6 | trailing 8% | 148 | 15.8 | Bull | 16.9 | 3.95 | 2.5 | 119 | 110 | 100 | 31 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | -35 | BrokerB | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 113 | 9 | 97 | 5 | true | Within IPS guidelines |
P2016 | Active | IRA | USD | 2025-02-21 | 1,983,940 | 123,370 | 1,860,570 | 1.16 | 54.4 | 30.9 | 8.8 | 5.9 | VTI:33.5%;GLD:33.1%;MUB:33.5% | US:56.9;EU:14.7;APAC:12.6;EM:11.9;Other:3.9 | Value:-0.2;Growth:-0.6;Quality:+0.8;Size:-0.7;Momentum:-0.3;LowVol:-0.5 | null | 8 | 35 | 5.3 | hard 12% | 186 | 25 | Sideways | 14.4 | 4.22 | 3.2 | 116 | 0 | 48 | 49 | false | Rebalance | Shift +1% to bonds from equity | 2 | -34 | BrokerD | MKT | 92 | null | null | Normal monitoring | 6 | -4 | 34 | 4 | false | Monitor dispersion and breadth |
P2017 | Hands-off | Roth | USD | 2025-03-27 | 575,815 | 43,687 | 532,128 | 1 | 56.6 | 30 | 8.2 | 5.2 | AMZN:12.8%;XLF:23.9%;VTI:15.4%;VNQ:23.9%;AAPL:23.9% | US:59.9;EU:13.7;APAC:12.0;EM:10.3;Other:4.1 | Value:-0.7;Growth:-0.9;Quality:-0.3;Size:0.0;Momentum:-0.7;LowVol:-0.2 | null | 10 | 35 | 4.2 | trailing 10% | 122 | 15.2 | Bear | 27 | 3.85 | 1.6 | 206 | -110 | 5 | 58 | false | Buy | Add to core equity +1% | 22 | -38 | BrokerD | LMT | 97 | null | null | Normal monitoring | -54 | -19 | -38 | 4 | false | Within IPS guidelines |
P2018 | Opportunistic | IRA | USD | 2024-11-09 | 1,757,152 | 105,158 | 1,651,994 | 1 | 73.9 | 16.7 | 3.6 | 5.8 | TLT:22.5%;VOO:17.4%;HYG:22.5%;TSLA:10.2%;AMZN:16.1%;VTI:11.3% | US:57.2;EU:18.1;APAC:15.5;EM:6.4;Other:2.7 | Value:+0.7;Growth:-0.5;Quality:+0.7;Size:+0.2;Momentum:+0.1;LowVol:-0.1 | null | 8 | 30 | 5.6 | trailing 9% | 170 | 24.7 | Sideways | 14 | 3.66 | 3 | 133 | 45 | 68 | 62 | false | Buy | Add to core equity +1% | 8 | -5 | BrokerC | LMT | 88 | null | null | Normal monitoring | 50 | -59 | 182 | 5 | false | Tax-aware sells next window |
P2019 | Opportunistic | IRA | USD | 2025-05-17 | 896,280 | 38,821 | 857,459 | 1.18 | 75.4 | 15.4 | 2.6 | 6.7 | VNQ:15.2%;AMZN:11.9%;XLF:22.0%;MSFT:11.4%;BND:22.3%;BRK.B:17.3% | US:66.7;EU:13.9;APAC:8.8;EM:7.1;Other:3.5 | Value:-0.7;Growth:+0.7;Quality:-0.1;Size:-0.0;Momentum:+0.6;LowVol:-0.2 | null | 5 | 25 | 6.6 | hard 12% | 190 | 31.7 | Bull | 12.5 | 4.47 | 3.1 | 88 | 79 | 91 | 50 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | -31 | BrokerA | MKT | 98 | RegimeShift | Pause | Volatility spike and breadth deterioration | 26 | -59 | 32 | 5 | false | Increase defensive factor exposure |
P2020 | Systematic | IRA | USD | 2025-09-16 | 1,285,681 | 80,884 | 1,204,797 | 1 | 57.2 | 34.4 | 0.4 | 8 | AAPL:14.1%;AMZN:29.3%;VTI:29.3%;VOO:27.3% | US:61.2;EU:16.7;APAC:10.7;EM:8.6;Other:2.9 | Value:+0.2;Growth:+0.5;Quality:+0.6;Size:+0.6;Momentum:-0.7;LowVol:0.0 | MaxPos5% | 6 | 35 | 5.1 | hard 12% | 168 | 17.6 | Sideways | 16.1 | 4.16 | 3.2 | 110 | -23 | 39 | 51 | false | Hedge | Add TLT +1% as duration hedge | 9 | -20 | BrokerB | VWAP | 96 | null | null | Normal monitoring | 42 | -16 | 92 | 3 | false | Increase defensive factor exposure |
P2021 | Active | Taxable | USD | 2025-08-27 | 1,107,145 | 132,039 | 975,106 | 1 | 54.8 | 29.4 | 9.9 | 5.9 | VTI:32.9%;BND:33.6%;TSLA:33.6% | US:67.3;EU:17.2;APAC:5.0;EM:6.9;Other:3.5 | Value:+0.3;Growth:+1.0;Quality:-0.8;Size:-0.4;Momentum:+0.1;LowVol:-0.8 | null | 5 | 30 | 4.8 | trailing 8% | 129 | 19.4 | Volatile | 26.6 | 5.32 | 2.4 | 167 | -37 | 34 | 74 | true | Hedge | Buy index puts 1% notional | 31 | -1 | BrokerB | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 108 | 7 | 105 | 4 | false | Tax-aware sells next window |
P2022 | Active | Taxable | USD | 2025-10-25 | 1,751,757 | 166,836 | 1,584,921 | 1 | 51.2 | 31.4 | 9.6 | 7.7 | MSFT:26.6%;HYG:20.3%;TLT:26.6%;GLD:26.6% | US:59.1;EU:14.0;APAC:13.8;EM:9.4;Other:3.8 | Value:+1.0;Growth:-0.8;Quality:-0.1;Size:+0.4;Momentum:-0.6;LowVol:-0.5 | NoDerivatives | 7 | 30 | 5.7 | hard 12% | 194 | 16.3 | Bear | 28.6 | 4.04 | 2.9 | 180 | -84 | 5 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | 7 | BrokerC | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | 95 | -32 | 212 | 3 | false | Within IPS guidelines |
P2023 | Opportunistic | IRA | USD | 2024-10-02 | 1,110,245 | 90,502 | 1,019,743 | 1 | 61.3 | 15.9 | 16.3 | 6.5 | AAPL:17.5%;AMZN:20.3%;IEF:17.2%;HYG:20.6%;VOO:12.2%;TLT:12.2% | US:59.4;EU:13.5;APAC:13.6;EM:9.9;Other:3.7 | Value:+0.8;Growth:+0.1;Quality:-0.6;Size:+0.4;Momentum:-0.3;LowVol:-0.6 | null | 5 | 35 | 6 | trailing 7% | 177 | 28.7 | Volatile | 31.8 | 3.82 | 2.1 | 128 | -57 | 25 | 75 | true | Hedge | Buy index puts 1% notional | 31 | -27 | BrokerD | VWAP | 91 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 11 | 10 | -17 | 4 | false | Tax-aware sells next window |
P2024 | Systematic | Taxable | USD | 2025-01-08 | 1,081,111 | 72,492 | 1,008,619 | 1 | 58.1 | 31.8 | 3.4 | 6.7 | QQQ:15.9%;TSLA:19.9%;BND:25.7%;VTI:16.9%;IEF:21.7% | US:72.0;EU:6.2;APAC:8.0;EM:10.1;Other:3.7 | Value:-0.1;Growth:-0.7;Quality:+0.6;Size:-0.9;Momentum:0.0;LowVol:+1.0 | MaxPos6% | 7 | 35 | 5.9 | trailing 8% | 137 | 26.1 | Bull | 14.8 | 3.81 | 3.4 | 110 | 60 | 71 | 42 | false | Hedge | Add TLT +1% as duration hedge | 21 | -4 | BrokerA | MKT | 94 | null | null | Normal monitoring | -35 | -20 | 25 | 5 | false | Monitor dispersion and breadth |
P2025 | Active | Taxable | USD | 2025-03-31 | 2,147,213 | 221,704 | 1,925,509 | 1 | 66.5 | 25.5 | 1.7 | 6.3 | VOO:25.0%;GLD:25.0%;VNQ:25.0%;QQQ:25.0% | US:59.7;EU:12.2;APAC:14.2;EM:9.0;Other:4.9 | Value:-0.0;Growth:-0.1;Quality:+0.9;Size:+0.1;Momentum:-0.4;LowVol:-0.7 | MaxPos6%;NoDerivatives | 7 | 35 | 5.3 | trailing 9% | 136 | 17.7 | Bull | 14.6 | 3.71 | 2.5 | 104 | 3 | 53 | 43 | false | Buy | Add to core equity +1% | -3 | -1 | BrokerA | LMT | 99 | null | null | Normal monitoring | -28 | 9 | 34 | 5 | false | Increase defensive factor exposure |
P2026 | Hands-off | IRA | USD | 2025-11-19 | 850,193 | 51,533 | 798,660 | 1 | 56.9 | 16.7 | 16.6 | 9.8 | GLD:31.1%;AMZN:18.7%;VNQ:31.1%;MSFT:19.1% | US:72.6;EU:14.6;APAC:6.3;EM:4.2;Other:2.4 | Value:-0.8;Growth:+0.8;Quality:+0.5;Size:+0.2;Momentum:+0.5;LowVol:-0.8 | MaxPos6% | 8 | 30 | 3.3 | hard 10% | 160 | 18.6 | Volatile | 20.2 | 4.17 | 2.7 | 152 | -29 | 50 | 45 | false | Rebalance | Shift +1% to bonds from equity | 22 | -20 | BrokerA | MKT | 95 | null | null | Normal monitoring | 104 | -47 | 68 | 5 | false | Tighten stops on momentum names |
P2027 | Cautious | IRA | USD | 2025-03-25 | 615,960 | 95,946 | 520,014 | 1 | 48 | 33.6 | 4.3 | 14.1 | VNQ:23.8%;AMZN:20.6%;MUB:16.7%;MSFT:15.2%;GLD:23.8% | US:69.4;EU:4.9;APAC:14.1;EM:6.9;Other:4.6 | Value:-0.0;Growth:-0.0;Quality:-0.1;Size:-0.9;Momentum:-0.1;LowVol:-0.3 | NoDerivatives;NoMargin | 8 | 25 | 5 | trailing 10% | 114 | 19.9 | Sideways | 18.9 | 5 | 2.7 | 138 | 52 | 74 | 48 | false | Rebalance | Shift +1% to bonds from equity | 21 | -5 | BrokerC | LMT | 95 | null | null | Normal monitoring | 92 | -41 | 129 | 4 | false | Within IPS guidelines |
P2028 | Cautious | Taxable | USD | 2025-04-28 | 887,621 | 125,366 | 762,255 | 1 | 46.3 | 41 | 0 | 12.7 | AMZN:25.0%;QQQ:25.0%;XLF:25.0%;TLT:25.0% | US:68.4;EU:12.2;APAC:8.4;EM:7.8;Other:3.2 | Value:+0.6;Growth:+0.6;Quality:+0.7;Size:-0.4;Momentum:+0.5;LowVol:-0.5 | ESGOnly;NoMargin | 6 | 30 | 4 | trailing 8% | 149 | 12.5 | Sideways | 21.9 | 4.47 | 2.5 | 134 | 20 | 69 | 59 | true | Hedge | Buy index puts 1% notional | 13 | -31 | BrokerA | MKT | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 32 | -47 | 117 | 3 | false | Increase defensive factor exposure |
P2029 | Cautious | Trust | USD | 2025-07-13 | 459,079 | 41,034 | 418,045 | 1 | 48.9 | 31.2 | 4.6 | 15.4 | BRK.B:23.5%;QQQ:13.0%;TSLA:23.5%;AMZN:17.2%;MUB:22.8% | US:69.2;EU:5.8;APAC:14.0;EM:6.1;Other:4.9 | Value:-1.0;Growth:+0.6;Quality:-0.9;Size:+0.8;Momentum:+0.7;LowVol:+0.9 | ESGOnly;MaxPos8%;NoMargin | 8 | 30 | 4.6 | trailing 8% | 118 | 19.8 | Bear | 32.7 | 3.31 | 2.5 | 183 | -10 | 40 | 72 | true | Hedge | Buy index puts 1% notional | 2 | 10 | BrokerB | MKT | 98 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -13 | 15 | 120 | 4 | false | Tighten stops on momentum names |
P2030 | Hands-off | Taxable | USD | 2025-02-18 | 555,050 | 47,798 | 507,252 | 1 | 73.3 | 19.9 | 0 | 6.8 | VNQ:33.1%;BND:33.5%;GLD:33.5% | US:52.1;EU:19.6;APAC:15.5;EM:11.9;Other:0.8 | Value:+0.9;Growth:+0.6;Quality:+0.9;Size:+1.0;Momentum:-0.9;LowVol:+0.2 | ESGOnly;MaxPos8% | 10 | 25 | 4.7 | hard 10% | 130 | 12.7 | Bull | 14.2 | 4.63 | 3 | 79 | 10 | 59 | 58 | false | Rebalance | Shift +1% to bonds from equity | 13 | -18 | BrokerB | VWAP | 92 | null | null | Normal monitoring | 40 | -17 | 102 | 5 | false | Within IPS guidelines |
P2031 | Opportunistic | Taxable | USD | 2025-05-17 | 1,133,122 | 67,039 | 1,066,083 | 1 | 73.9 | 13.7 | 4.4 | 8.1 | TLT:14.6%;GLD:24.2%;VTI:24.2%;VNQ:24.2%;TSLA:12.9% | US:55.2;EU:20.2;APAC:13.0;EM:6.3;Other:5.3 | Value:+0.4;Growth:-0.1;Quality:-0.8;Size:-0.2;Momentum:-0.2;LowVol:-0.9 | null | 6 | 25 | 5.5 | trailing 9% | 186 | 29.3 | Volatile | 25.9 | 5.48 | 2.4 | 126 | 45 | 86 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 13 | 0 | BrokerB | LMT | 86 | VAR>budget | TightenStops | Risk above budget threshold | 43 | -13 | 114 | 3 | false | Tighten stops on momentum names |
P2032 | Active | Taxable | USD | 2024-12-24 | 1,730,432 | 200,724 | 1,529,708 | 1 | 63.8 | 28.4 | 0 | 7.9 | MUB:28.4%;VTI:28.4%;QQQ:16.9%;BND:26.4% | US:68.0;EU:9.6;APAC:10.4;EM:8.2;Other:3.8 | Value:+0.8;Growth:-0.1;Quality:-0.1;Size:-0.8;Momentum:+0.6;LowVol:-0.4 | null | 7 | 25 | 5 | hard 12% | 154 | 26.9 | Sideways | 21.9 | 3.99 | 2.9 | 124 | 18 | 67 | 60 | false | Sell | Trim extended winner -1% | 26 | -20 | BrokerD | MKT | 88 | null | null | Normal monitoring | -13 | -9 | 70 | 3 | false | Within IPS guidelines |
P2033 | Cautious | Taxable | USD | 2025-06-11 | 186,748 | 26,814 | 159,934 | 1 | 36.7 | 39.2 | 8.4 | 15.7 | TLT:25.3%;TSLA:25.3%;AAPL:25.3%;VTI:24.2% | US:70.8;EU:5.8;APAC:11.4;EM:9.9;Other:2.1 | Value:+0.8;Growth:+0.5;Quality:-0.5;Size:+0.4;Momentum:+0.9;LowVol:+0.7 | ESGOnly;NoMargin | 6 | 35 | 4.1 | trailing 8% | 110 | 16.7 | Bull | 12.6 | 4.29 | 2.2 | 119 | 17 | 54 | 28 | false | Rebalance | Shift +1% to bonds from equity | 13 | -31 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 79 | 2 | 100 | 3 | false | Increase defensive factor exposure |
P2034 | Systematic | IRA | USD | 2025-09-29 | 709,498 | 43,338 | 666,160 | 1 | 65.9 | 23.7 | 0.5 | 9.9 | IEF:33.3%;HYG:33.3%;BND:33.3% | US:62.7;EU:17.4;APAC:12.5;EM:5.6;Other:1.7 | Value:-0.5;Growth:+0.8;Quality:+0.1;Size:0.0;Momentum:-0.3;LowVol:+0.6 | null | 8 | 25 | 4.4 | trailing 8% | 149 | 27.5 | Volatile | 31.4 | 4.11 | 3.5 | 129 | 69 | 72 | 87 | true | Rebalance | Rebalance back to target bands | 9 | -38 | BrokerA | MKT | 86 | VAR>budget | Hedge | Risk above budget threshold | -39 | -48 | -18 | 5 | true | Tighten stops on momentum names |
P2035 | Hands-off | Roth | USD | 2024-10-03 | 347,946 | 29,021 | 318,925 | 1 | 67 | 18.9 | 8.8 | 5.3 | VOO:26.8%;AMZN:19.7%;HYG:26.8%;MSFT:26.8% | US:63.8;EU:16.1;APAC:9.8;EM:9.4;Other:0.9 | Value:+0.8;Growth:-0.6;Quality:-0.5;Size:-0.3;Momentum:+1.0;LowVol:-0.5 | ESGOnly;NoDerivatives | 6 | 25 | 5.1 | trailing 10% | 142 | 17 | Sideways | 16.8 | 4.34 | 3.2 | 114 | 25 | 65 | 56 | false | Rebalance | Shift +1% to bonds from equity | -15 | 5 | BrokerC | VWAP | 95 | null | null | Normal monitoring | 82 | -38 | 192 | 3 | false | Monitor dispersion and breadth |
P2036 | Opportunistic | Taxable | USD | 2025-10-12 | 1,013,017 | 56,486 | 956,531 | 1.14 | 61.7 | 15.2 | 17.3 | 5.7 | XLF:9.3%;VTI:24.2%;GLD:24.2%;AAPL:18.1%;VNQ:24.2% | US:69.2;EU:9.5;APAC:9.7;EM:9.8;Other:1.9 | Value:-0.7;Growth:0.0;Quality:+0.9;Size:+0.7;Momentum:-0.3;LowVol:+0.6 | NoDerivatives | 7 | 30 | 4.8 | trailing 7% | 180 | 25.8 | Bull | 17.2 | 3.99 | 3.4 | 76 | 86 | 87 | 55 | false | Rebalance | Shift +1% to bonds from equity | 19 | -12 | BrokerB | MKT | 99 | null | null | Normal monitoring | -52 | -23 | 53 | 3 | false | Tax-aware sells next window |
P2037 | Active | IRA | USD | 2025-06-03 | 1,978,302 | 215,520 | 1,762,782 | 1 | 53.7 | 23.5 | 14.4 | 8.3 | XLF:21.4%;BRK.B:21.4%;AMZN:20.7%;TSLA:15.0%;IEF:21.4% | US:64.8;EU:13.8;APAC:8.1;EM:12.5;Other:0.9 | Value:+0.5;Growth:-0.1;Quality:+0.6;Size:-0.5;Momentum:-1.0;LowVol:+0.9 | null | 10 | 35 | 5.7 | trailing 9% | 189 | 23.4 | Volatile | 30.3 | 5.43 | 4 | 175 | 43 | 80 | 70 | false | Hedge | Add TLT +1% as duration hedge | 29 | 6 | BrokerB | MKT | 90 | null | null | Normal monitoring | 58 | -6 | 162 | 4 | false | Increase defensive factor exposure |
P2038 | Active | Trust | USD | 2025-10-17 | 1,775,558 | 116,740 | 1,658,818 | 1 | 55.5 | 24.6 | 11.4 | 8.5 | MUB:22.0%;BND:22.0%;VTI:17.6%;AAPL:16.3%;VNQ:22.0% | US:65.0;EU:7.4;APAC:15.4;EM:7.9;Other:4.3 | Value:-0.8;Growth:-0.1;Quality:-0.4;Size:-0.2;Momentum:-0.9;LowVol:+0.8 | null | 8 | 30 | 5.4 | hard 12% | 220 | 17.3 | Volatile | 30.8 | 4.59 | 2.9 | 137 | -59 | 23 | 77 | true | Hedge | Buy index puts 1% notional | -6 | -36 | BrokerD | MKT | 96 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 43 | -13 | 151 | 5 | false | Tighten stops on momentum names |
P2039 | Active | IRA | USD | 2024-11-30 | 1,765,671 | 118,142 | 1,647,529 | 1.17 | 54.8 | 21.1 | 17.2 | 6.9 | XLF:37.2%;QQQ:25.6%;IEF:37.2% | US:67.0;EU:9.7;APAC:11.9;EM:7.2;Other:4.2 | Value:+1.0;Growth:+0.9;Quality:-0.2;Size:-0.1;Momentum:+0.9;LowVol:0.0 | null | 7 | 30 | 4.4 | trailing 8% | 188 | 20.2 | Bull | 17.6 | 4.22 | 2.7 | 75 | 96 | 100 | 42 | false | Sell | Trim extended winner -1% | 2 | -36 | BrokerC | LMT | 97 | null | null | Normal monitoring | -45 | 10 | -22 | 4 | false | Monitor dispersion and breadth |
P2040 | Active | Roth | USD | 2024-08-23 | 2,357,128 | 221,408 | 2,135,720 | 1 | 62.1 | 24.3 | 7.3 | 6.3 | AAPL:27.2%;MUB:27.2%;BRK.B:18.4%;HYG:27.2% | US:66.9;EU:11.0;APAC:8.7;EM:10.1;Other:3.3 | Value:-0.5;Growth:+0.3;Quality:+0.2;Size:-0.2;Momentum:-0.8;LowVol:0.0 | MaxPos5%;NoDerivatives | 5 | 35 | 5.5 | hard 12% | 127 | 26.8 | Bull | 16.4 | 4.01 | 3.2 | 99 | 21 | 53 | 53 | false | Rebalance | Shift +1% to bonds from equity | 19 | -21 | BrokerC | MKT | 88 | null | null | Normal monitoring | 48 | -59 | 126 | 4 | false | Within IPS guidelines |
P2041 | Active | Taxable | USD | 2024-10-22 | 2,485,989 | 230,234 | 2,255,755 | 1.2 | 52.4 | 24.2 | 13.7 | 9.6 | GLD:30.4%;QQQ:21.8%;TLT:17.5%;TSLA:30.4% | US:60.3;EU:17.6;APAC:8.2;EM:11.5;Other:2.4 | Value:-0.9;Growth:-0.4;Quality:-0.8;Size:-0.0;Momentum:-0.5;LowVol:+0.2 | NoDerivatives | 5 | 35 | 5.5 | trailing 9% | 149 | 23.6 | Bull | 14.5 | 4.18 | 2 | 90 | 115 | 100 | 40 | false | Rebalance | Shift +1% to bonds from equity | -11 | -36 | BrokerC | MKT | 92 | null | null | Normal monitoring | -56 | -9 | -70 | 3 | false | Within IPS guidelines |
P2042 | Active | Taxable | USD | 2025-07-09 | 755,597 | 59,981 | 695,616 | 1 | 64.6 | 19.4 | 8.1 | 7.8 | HYG:12.3%;BND:20.5%;VNQ:21.0%;VTI:8.7%;BRK.B:20.0%;TLT:17.6% | US:68.9;EU:18.9;APAC:7.2;EM:3.2;Other:1.9 | Value:-0.7;Growth:-0.3;Quality:-0.8;Size:+0.8;Momentum:-0.9;LowVol:+0.1 | null | 7 | 25 | 4.6 | trailing 8% | 201 | 23.4 | Bull | 14.5 | 4 | 3.5 | 113 | 83 | 93 | 43 | false | Rebalance | Shift +1% to bonds from equity | 22 | -21 | BrokerD | MKT | 94 | null | null | Normal monitoring | -29 | -53 | 4 | 3 | false | Increase defensive factor exposure |
P2043 | Cautious | 401k | USD | 2025-05-08 | 559,481 | 66,882 | 492,599 | 1 | 43 | 31.6 | 13.7 | 11.7 | HYG:33.3%;MSFT:33.3%;QQQ:33.3% | US:66.4;EU:11.1;APAC:16.4;EM:5.7;Other:0.5 | Value:+0.8;Growth:-0.5;Quality:+0.7;Size:+0.2;Momentum:+0.7;LowVol:-0.4 | ESGOnly;NoMargin | 6 | 35 | 3.7 | trailing 10% | 130 | 19.8 | Bull | 16.1 | 3.54 | 2.5 | 108 | 95 | 85 | 46 | false | Rebalance | Shift +1% to bonds from equity | -4 | -35 | BrokerB | LMT | 96 | null | null | Normal monitoring | -58 | -6 | 17 | 5 | false | Tighten stops on momentum names |
P2044 | Cautious | Trust | USD | 2024-12-31 | 672,998 | 105,524 | 567,474 | 1 | 48.9 | 33.2 | 3.9 | 14.1 | MSFT:33.3%;IEF:33.3%;BND:33.3% | US:73.4;EU:13.2;APAC:7.2;EM:5.8;Other:0.4 | Value:-0.6;Growth:-0.7;Quality:-0.9;Size:-0.8;Momentum:+0.3;LowVol:-0.3 | NoMargin | 10 | 35 | 4.9 | trailing 8% | 130 | 19.8 | Volatile | 24.6 | 4.07 | 4 | 148 | -28 | 26 | 54 | false | Rebalance | Shift +1% to bonds from equity | 24 | -36 | BrokerC | LMT | 98 | null | null | Normal monitoring | 111 | -34 | 143 | 5 | false | Tighten stops on momentum names |
P2045 | Active | Trust | USD | 2025-06-04 | 2,151,683 | 168,758 | 1,982,925 | 1.18 | 66.6 | 24 | 4 | 5.4 | VNQ:33.3%;AAPL:33.3%;MUB:33.3% | US:66.8;EU:7.2;APAC:13.5;EM:10.9;Other:1.6 | Value:-0.1;Growth:+0.7;Quality:+0.4;Size:+0.6;Momentum:0.0;LowVol:-0.8 | NoDerivatives | 10 | 35 | 6 | trailing 8% | 142 | 18.7 | Bull | 17 | 3.77 | 2 | 115 | 55 | 69 | 63 | false | Rebalance | Shift +1% to bonds from equity | -7 | -33 | BrokerA | MKT | 86 | null | null | Normal monitoring | -38 | -8 | -78 | 4 | false | Monitor dispersion and breadth |
P2046 | Cautious | IRA | USD | 2025-08-10 | 408,981 | 62,343 | 346,638 | 1 | 49.9 | 34 | 0 | 16.1 | AMZN:21.8%;TSLA:13.3%;XLF:8.9%;BRK.B:14.1%;TLT:19.9%;HYG:21.8% | US:64.6;EU:14.4;APAC:10.3;EM:6.9;Other:3.8 | Value:+0.2;Growth:-0.3;Quality:+0.6;Size:+0.1;Momentum:-0.4;LowVol:+1.0 | NoMargin | 7 | 30 | 5.6 | trailing 8% | 142 | 16.1 | Bull | 11.2 | 4.81 | 2.5 | 82 | 38 | 58 | 31 | false | Rebalance | Shift +1% to bonds from equity | 22 | -40 | BrokerD | LMT | 97 | null | null | Normal monitoring | 107 | 0 | 107 | 5 | false | Monitor dispersion and breadth |
P2047 | Opportunistic | IRA | USD | 2025-11-23 | 1,421,061 | 50,061 | 1,371,000 | 1 | 72.2 | 14.1 | 8.2 | 5.5 | MSFT:33.3%;MUB:33.3%;BND:33.3% | US:64.5;EU:11.8;APAC:9.3;EM:11.5;Other:2.9 | Value:-0.2;Growth:-0.4;Quality:+0.6;Size:-0.5;Momentum:-0.3;LowVol:-0.1 | MaxPos6% | 5 | 25 | 6.8 | trailing 7% | 242 | 33.6 | Volatile | 30.3 | 3.51 | 3.1 | 168 | 11 | 68 | 75 | true | Hedge | Buy index puts 1% notional | 20 | 0 | BrokerC | MKT | 94 | VAR>budget | TightenStops | Risk above budget threshold | -26 | 11 | 67 | 2 | false | Within IPS guidelines |
P2048 | Active | Taxable | USD | 2025-12-22 | 1,386,953 | 123,171 | 1,263,782 | 1 | 50.2 | 26.4 | 15.5 | 7.9 | AMZN:15.9%;MSFT:22.7%;XLF:23.2%;AAPL:23.2%;IEF:14.9% | US:72.2;EU:8.0;APAC:6.2;EM:9.6;Other:4.1 | Value:-0.6;Growth:+0.6;Quality:+0.7;Size:-0.4;Momentum:-0.2;LowVol:+0.1 | MaxPos6%;NoDerivatives | 6 | 35 | 4.6 | trailing 8% | 222 | 22.8 | Bull | 15.4 | 3.94 | 2.5 | 98 | 42 | 82 | 34 | false | Sell | Trim extended winner -1% | 28 | -10 | BrokerB | LMT | 91 | null | null | Normal monitoring | -46 | -21 | -31 | 3 | false | Increase defensive factor exposure |
P2049 | Opportunistic | IRA | USD | 2025-04-20 | 505,226 | 38,608 | 466,618 | 1 | 65.2 | 14.2 | 15.3 | 5.3 | AMZN:25.5%;VTI:25.5%;BND:23.6%;TSLA:25.5% | US:61.8;EU:17.3;APAC:9.1;EM:8.1;Other:3.8 | Value:+0.4;Growth:+0.2;Quality:-0.5;Size:+0.4;Momentum:+0.7;LowVol:-0.1 | MaxPos5% | 7 | 30 | 4.7 | trailing 7% | 246 | 34.6 | Bear | 30 | 4.41 | 2.6 | 188 | -25 | 35 | 77 | true | Hedge | Buy index puts 1% notional | 14 | -8 | BrokerD | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -20 | -26 | 48 | 3 | false | Increase defensive factor exposure |
P2050 | Hands-off | Taxable | USD | 2025-09-13 | 425,495 | 22,590 | 402,905 | 1 | 57.2 | 22.1 | 15.1 | 5.7 | XLF:15.4%;AMZN:28.2%;BRK.B:28.2%;TLT:28.2% | US:74.3;EU:7.0;APAC:7.6;EM:6.3;Other:4.8 | Value:-0.6;Growth:+0.3;Quality:-0.7;Size:+0.9;Momentum:-0.7;LowVol:-0.6 | ESGOnly;MaxPos5% | 5 | 35 | 5.4 | trailing 8% | 125 | 17.9 | Bear | 30.4 | 3.22 | 2 | 157 | -22 | 52 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | 13 | BrokerB | MKT | 88 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 94 | -28 | 146 | 2 | false | Monitor dispersion and breadth |
P2051 | Active | Roth | USD | 2025-07-19 | 921,241 | 100,871 | 820,370 | 1 | 50.6 | 27.6 | 16.1 | 5.7 | VNQ:14.0%;IEF:18.2%;QQQ:20.2%;VOO:19.2%;GLD:14.6%;AAPL:13.8% | US:60.6;EU:17.3;APAC:8.2;EM:10.5;Other:3.4 | Value:+0.1;Growth:-0.6;Quality:+0.9;Size:-0.5;Momentum:+0.3;LowVol:-0.8 | MaxPos7% | 10 | 25 | 4.5 | trailing 9% | 210 | 24.4 | Bull | 17 | 4.5 | 2.5 | 93 | 54 | 63 | 41 | false | Rebalance | Shift +1% to bonds from equity | -12 | -40 | BrokerD | VWAP | 94 | null | null | Normal monitoring | 109 | 3 | 165 | 4 | false | Tighten stops on momentum names |
P2052 | Active | Taxable | USD | 2024-10-30 | 726,406 | 83,524 | 642,882 | 1 | 69.9 | 21.2 | 0.3 | 8.5 | BRK.B:16.4%;AAPL:21.5%;MSFT:19.1%;TLT:21.5%;QQQ:21.5% | US:65.4;EU:15.2;APAC:13.3;EM:4.5;Other:1.6 | Value:+1.0;Growth:+0.1;Quality:+0.8;Size:+0.1;Momentum:+0.5;LowVol:-0.2 | NoDerivatives | 5 | 35 | 4.3 | trailing 9% | 120 | 26 | Sideways | 17.4 | 3.61 | 2.5 | 105 | 19 | 59 | 65 | false | Rebalance | Shift +1% to bonds from equity | 21 | -29 | BrokerB | VWAP | 91 | null | null | Normal monitoring | 107 | -7 | 163 | 3 | false | Tighten stops on momentum names |
P2053 | Cautious | Trust | USD | 2025-09-26 | 223,772 | 19,010 | 204,762 | 1 | 48.7 | 32.2 | 4.5 | 14.5 | MSFT:22.0%;HYG:15.6%;TSLA:22.0%;IEF:22.0%;QQQ:7.7%;VOO:10.5% | US:65.3;EU:10.5;APAC:11.8;EM:12.1;Other:0.4 | Value:-0.1;Growth:-0.3;Quality:+0.1;Size:-0.9;Momentum:+0.4;LowVol:-0.9 | NoDerivatives;NoMargin | 5 | 35 | 4.4 | trailing 10% | 112 | 18 | Bull | 16.8 | 4.55 | 3.2 | 87 | 103 | 87 | 50 | false | Rebalance | Shift +1% to bonds from equity | -10 | -28 | BrokerD | LMT | 85 | null | null | Normal monitoring | 119 | 19 | 133 | 3 | false | Monitor dispersion and breadth |
P2054 | Opportunistic | 401k | USD | 2025-07-20 | 1,774,478 | 122,756 | 1,651,722 | 1.25 | 62.9 | 16.3 | 14.7 | 6 | QQQ:32.6%;GLD:33.7%;IEF:33.7% | US:75.4;EU:7.8;APAC:7.8;EM:5.0;Other:4.0 | Value:-0.2;Growth:-0.2;Quality:-0.2;Size:+0.2;Momentum:-0.6;LowVol:+0.5 | null | 10 | 35 | 6.9 | trailing 7% | 217 | 28.4 | Sideways | 19.8 | 3.84 | 3.4 | 122 | 51 | 62 | 49 | false | NoAction | Within bands; monitor | 32 | -9 | BrokerD | LMT | 98 | null | null | Normal monitoring | 6 | -49 | -17 | 4 | false | Tighten stops on momentum names |
P2055 | Cautious | IRA | USD | 2025-10-22 | 258,752 | 27,097 | 231,655 | 1 | 37.3 | 40.3 | 4.8 | 17.6 | TSLA:22.7%;VNQ:18.2%;QQQ:22.7%;BRK.B:22.7%;XLF:13.5% | US:62.2;EU:14.6;APAC:7.2;EM:11.0;Other:5.0 | Value:+0.8;Growth:+0.6;Quality:0.0;Size:+0.7;Momentum:-0.2;LowVol:+0.3 | ESGOnly;NoDerivatives;NoMargin | 5 | 25 | 3.1 | trailing 8% | 151 | 12.5 | Sideways | 16.6 | 4.56 | 3.1 | 98 | -14 | 34 | 41 | true | Rebalance | Rebalance back to target bands | 0 | -10 | BrokerD | MKT | 94 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 91 | -25 | 224 | 2 | false | Tighten stops on momentum names |
P2056 | Hands-off | Taxable | USD | 2024-12-11 | 445,180 | 19,589 | 425,591 | 1 | 58.9 | 26.1 | 7 | 8 | QQQ:28.2%;BRK.B:15.4%;AMZN:28.2%;TLT:28.2% | US:74.9;EU:13.1;APAC:6.3;EM:4.4;Other:1.2 | Value:+0.5;Growth:+0.1;Quality:+0.9;Size:+0.6;Momentum:-0.9;LowVol:+0.4 | MaxPos6% | 8 | 35 | 3.5 | hard 10% | 152 | 17 | Volatile | 26.6 | 3.74 | 2.2 | 173 | -50 | 40 | 63 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -1 | BrokerB | LMT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 22 | -46 | 98 | 4 | false | Increase defensive factor exposure |
P2057 | Systematic | 401k | USD | 2024-11-13 | 411,540 | 36,513 | 375,027 | 1 | 60.7 | 30.3 | 0 | 9 | MSFT:33.3%;AAPL:33.3%;TLT:33.3% | US:72.8;EU:6.3;APAC:9.0;EM:11.0;Other:0.8 | Value:+0.4;Growth:-0.3;Quality:-0.9;Size:-0.8;Momentum:+0.5;LowVol:-0.3 | null | 8 | 25 | 4.7 | hard 12% | 188 | 16.3 | Bear | 34.6 | 4.17 | 3 | 147 | -48 | 26 | 89 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | -29 | BrokerC | LMT | 100 | RegimeShift | Pause | Volatility spike and breadth deterioration | 12 | -51 | -28 | 5 | false | Within IPS guidelines |
P2058 | Cautious | Taxable | USD | 2024-11-08 | 330,519 | 52,807 | 277,712 | 1 | 39.1 | 35.5 | 11.6 | 13.8 | VNQ:25.0%;VTI:25.0%;QQQ:25.0%;XLF:25.0% | US:60.5;EU:13.2;APAC:14.1;EM:9.5;Other:2.8 | Value:+0.8;Growth:-0.4;Quality:-0.5;Size:-0.9;Momentum:+0.1;LowVol:+0.4 | NoMargin | 10 | 35 | 5.9 | hard 10% | 115 | 16.4 | Sideways | 16.5 | 3.57 | 2 | 137 | -7 | 53 | 34 | false | Buy | Add to core equity +1% | 9 | 8 | BrokerC | MKT | 96 | null | null | Normal monitoring | 116 | -10 | 76 | 4 | false | Monitor dispersion and breadth |
P2059 | Active | IRA | USD | 2025-11-22 | 1,307,790 | 113,192 | 1,194,598 | 1 | 50.4 | 24.6 | 15.6 | 9.4 | TLT:23.6%;BND:23.6%;TSLA:17.4%;AAPL:11.8%;VTI:23.6% | US:59.7;EU:11.1;APAC:15.2;EM:8.7;Other:5.4 | Value:-0.3;Growth:+0.4;Quality:+0.2;Size:+0.2;Momentum:+0.4;LowVol:+0.9 | MaxPos8% | 6 | 35 | 6 | trailing 8% | 135 | 24.5 | Bull | 15.1 | 3.55 | 2.6 | 110 | 21 | 70 | 44 | false | Rebalance | Shift +1% to bonds from equity | 9 | -29 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 58 | -51 | 159 | 4 | false | Monitor dispersion and breadth |
P2060 | Opportunistic | Roth | USD | 2025-03-11 | 366,225 | 28,222 | 338,003 | 1.14 | 70.9 | 10.3 | 13.8 | 5 | QQQ:23.5%;VOO:23.5%;GLD:23.5%;MUB:18.8%;AMZN:10.8% | US:62.6;EU:15.2;APAC:10.9;EM:9.7;Other:1.6 | Value:-0.6;Growth:-0.9;Quality:+0.6;Size:+0.9;Momentum:+0.7;LowVol:+1.0 | MaxPos5% | 5 | 25 | 5.8 | trailing 7% | 243 | 27.7 | Sideways | 21.5 | 4.73 | 2.8 | 124 | 8 | 51 | 64 | false | Rebalance | Shift +1% to bonds from equity | 1 | -17 | BrokerD | MKT | 86 | null | null | Normal monitoring | -36 | 19 | 55 | 3 | false | Monitor dispersion and breadth |
P2061 | Opportunistic | 401k | USD | 2025-10-01 | 691,286 | 27,953 | 663,333 | 1 | 65.8 | 14 | 13 | 7.1 | VNQ:24.1%;TLT:17.1%;XLF:13.6%;IEF:21.2%;BRK.B:24.1% | US:59.9;EU:17.1;APAC:13.6;EM:6.9;Other:2.5 | Value:-0.0;Growth:-0.1;Quality:-0.3;Size:+0.2;Momentum:+0.4;LowVol:-0.9 | null | 7 | 30 | 4.8 | trailing 7% | 238 | 33.1 | Volatile | 27.8 | 4.5 | 4.2 | 112 | 52 | 89 | 67 | false | NoAction | Within bands; monitor | 5 | 12 | BrokerB | LMT | 93 | null | null | Normal monitoring | 13 | -53 | 64 | 5 | false | Monitor dispersion and breadth |
P2062 | Hands-off | Taxable | USD | 2025-08-21 | 505,808 | 31,400 | 474,408 | 1 | 64.4 | 28.1 | 0 | 7.5 | IEF:21.9%;QQQ:21.9%;VTI:9.8%;MUB:7.5%;MSFT:16.9%;AMZN:21.9% | US:66.2;EU:12.8;APAC:11.2;EM:5.7;Other:4.1 | Value:+0.2;Growth:-0.2;Quality:-0.8;Size:-0.4;Momentum:0.0;LowVol:-0.9 | ESGOnly;MaxPos8%;NoDerivatives | 5 | 35 | 3.1 | hard 10% | 159 | 18.9 | Bull | 12.5 | 3.77 | 3.3 | 102 | 99 | 100 | 47 | false | Rebalance | Shift +1% to bonds from equity | 30 | -17 | BrokerA | MKT | 96 | null | null | Normal monitoring | 109 | -35 | 135 | 3 | false | Increase defensive factor exposure |
P2063 | Active | Trust | USD | 2024-09-10 | 1,124,754 | 117,729 | 1,007,025 | 1 | 51.9 | 21.8 | 20 | 6.3 | QQQ:33.3%;MUB:33.3%;VTI:33.3% | US:66.9;EU:12.7;APAC:13.6;EM:6.4;Other:0.4 | Value:-0.6;Growth:-0.2;Quality:+0.8;Size:-0.1;Momentum:-1.0;LowVol:-0.1 | MaxPos5% | 10 | 30 | 4.2 | trailing 9% | 174 | 27.8 | Bull | 17.1 | 4.33 | 3.5 | 72 | 20 | 52 | 54 | false | NoAction | Within bands; monitor | 31 | -35 | BrokerA | MKT | 0 | null | null | Normal monitoring | 69 | -18 | 135 | 5 | false | Monitor dispersion and breadth |
P2064 | Systematic | Trust | USD | 2025-05-27 | 1,129,477 | 86,644 | 1,042,833 | 1 | 69.3 | 20.2 | 2.7 | 7.8 | QQQ:33.3%;IEF:33.3%;AAPL:33.3% | US:60.1;EU:17.6;APAC:7.8;EM:10.1;Other:4.3 | Value:-0.9;Growth:+0.2;Quality:+0.9;Size:-0.2;Momentum:-0.1;LowVol:+0.1 | null | 10 | 30 | 4 | trailing 9% | 122 | 18.9 | Bear | 29.1 | 3.32 | 2.4 | 192 | -73 | 28 | 82 | true | Hedge | Buy index puts 1% notional | 31 | -23 | BrokerB | LMT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 49 | -31 | 96 | 2 | false | Monitor dispersion and breadth |
P2065 | Active | Trust | USD | 2024-10-08 | 1,421,058 | 122,345 | 1,298,713 | 1 | 65.3 | 28.3 | 0.2 | 6.2 | VNQ:21.1%;XLF:8.7%;QQQ:21.1%;IEF:20.9%;AMZN:7.1%;BRK.B:21.1% | US:66.3;EU:15.3;APAC:11.5;EM:4.8;Other:2.2 | Value:+0.4;Growth:-0.0;Quality:+0.7;Size:-0.8;Momentum:+0.6;LowVol:-0.8 | null | 7 | 35 | 5.1 | trailing 9% | 198 | 18 | Bull | 12 | 3.73 | 2.1 | 72 | 60 | 69 | 49 | false | Rebalance | Shift +1% to bonds from equity | 0 | 15 | BrokerB | LMT | 91 | null | null | Normal monitoring | 119 | -47 | 152 | 3 | false | Tax-aware sells next window |
P2066 | Hands-off | 401k | USD | 2025-02-03 | 839,101 | 76,978 | 762,123 | 1 | 57.4 | 20.1 | 12.7 | 9.8 | MSFT:25.3%;TSLA:27.5%;BND:27.5%;VOO:19.8% | US:63.2;EU:17.4;APAC:11.0;EM:5.2;Other:3.3 | Value:-1.0;Growth:+0.9;Quality:-0.1;Size:+0.2;Momentum:+0.4;LowVol:+0.1 | ESGOnly | 5 | 35 | 3.4 | trailing 10% | 144 | 12.1 | Sideways | 14.5 | 4.33 | 2.8 | 130 | -23 | 43 | 45 | false | Buy | Add to core equity +1% | -13 | -36 | BrokerC | MKT | 87 | null | null | Normal monitoring | -32 | -47 | -66 | 4 | false | Tax-aware sells next window |
P2067 | Systematic | Roth | USD | 2025-11-11 | 752,072 | 35,243 | 716,829 | 1 | 58.4 | 23.7 | 8.5 | 9.3 | MUB:33.1%;VNQ:33.5%;XLF:33.5% | US:64.9;EU:16.6;APAC:11.1;EM:4.8;Other:2.5 | Value:+0.9;Growth:-0.5;Quality:-0.5;Size:+0.8;Momentum:+0.2;LowVol:-0.2 | null | 5 | 25 | 4.6 | hard 12% | 229 | 23.5 | Sideways | 14.8 | 3.67 | 2.1 | 132 | -2 | 48 | 36 | true | Hedge | Buy index puts 1% notional | 11 | 11 | BrokerB | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | 12 | 8 | 114 | 5 | false | Tighten stops on momentum names |
P2068 | Opportunistic | 401k | USD | 2024-07-26 | 689,143 | 24,144 | 664,999 | 1 | 72.2 | 19.6 | 0 | 8.2 | BND:22.9%;IEF:22.9%;VOO:8.9%;BRK.B:22.9%;MSFT:22.5% | US:67.7;EU:9.5;APAC:13.8;EM:5.9;Other:3.1 | Value:+0.4;Growth:+0.8;Quality:-0.6;Size:+0.3;Momentum:-0.7;LowVol:-0.1 | null | 5 | 25 | 4.7 | trailing 9% | 217 | 27.9 | Volatile | 23.9 | 4.18 | 2 | 163 | -17 | 34 | 78 | true | Rebalance | Rebalance back to target bands | 24 | 4 | BrokerA | MKT | 95 | VAR>budget | TightenStops | Risk above budget threshold | 74 | -36 | 182 | 5 | false | Increase defensive factor exposure |
P2069 | Systematic | IRA | USD | 2025-09-24 | 1,690,760 | 84,071 | 1,606,689 | 1 | 58.2 | 20.2 | 15.4 | 6.2 | AAPL:22.4%;HYG:17.3%;VNQ:21.4%;VOO:16.4%;TLT:22.4% | US:64.4;EU:14.2;APAC:12.3;EM:7.6;Other:1.5 | Value:-0.9;Growth:-0.7;Quality:-0.5;Size:+0.6;Momentum:-0.7;LowVol:+0.9 | null | 8 | 30 | 5.6 | trailing 8% | 221 | 26.9 | Volatile | 20.1 | 4.74 | 4.2 | 175 | -20 | 42 | 49 | false | Rebalance | Shift +1% to bonds from equity | 19 | 3 | BrokerD | LMT | 91 | null | null | Normal monitoring | 119 | 6 | 81 | 4 | false | Increase defensive factor exposure |
P2070 | Active | IRA | USD | 2025-11-12 | 1,654,496 | 127,161 | 1,527,335 | 1 | 64.2 | 19.7 | 10.4 | 5.7 | HYG:17.3%;GLD:27.6%;TLT:27.6%;VNQ:27.6% | US:68.5;EU:12.9;APAC:10.2;EM:8.3;Other:0.0 | Value:-0.1;Growth:-0.4;Quality:+0.2;Size:-0.7;Momentum:+0.4;LowVol:+0.6 | null | 7 | 30 | 5.1 | hard 12% | 167 | 25.8 | Bear | 23.5 | 3.36 | 2.7 | 199 | 30 | 70 | 64 | false | Rebalance | Shift +1% to bonds from equity | 9 | -13 | BrokerB | LMT | 90 | null | null | Normal monitoring | -19 | -47 | 0 | 4 | false | Tax-aware sells next window |
P2071 | Systematic | IRA | USD | 2024-12-19 | 1,074,503 | 105,342 | 969,161 | 1 | 66.9 | 25.5 | 1.7 | 5.9 | XLF:17.4%;GLD:27.5%;VNQ:27.5%;QQQ:27.5% | US:62.7;EU:9.9;APAC:11.9;EM:11.5;Other:3.9 | Value:-0.6;Growth:0.0;Quality:-0.2;Size:-0.1;Momentum:-0.1;LowVol:-0.0 | MaxPos6% | 10 | 25 | 5.8 | hard 12% | 186 | 26.6 | Bull | 12.9 | 4.15 | 3.4 | 81 | 15 | 48 | 53 | false | Hedge | Add TLT +1% as duration hedge | 28 | -7 | BrokerB | MKT | 85 | null | null | Normal monitoring | 53 | -18 | 140 | 4 | false | Tax-aware sells next window |
P2072 | Opportunistic | Trust | USD | 2025-07-18 | 404,101 | 36,346 | 367,755 | 1 | 60.5 | 11.8 | 19.8 | 7.9 | MSFT:21.7%;IEF:17.7%;MUB:13.3%;HYG:14.3%;TSLA:11.2%;VNQ:21.7% | US:66.6;EU:17.2;APAC:11.5;EM:3.9;Other:0.8 | Value:+0.9;Growth:-0.1;Quality:-0.4;Size:-1.0;Momentum:-0.1;LowVol:+0.8 | NoDerivatives | 8 | 30 | 6.3 | hard 12% | 227 | 22.2 | Sideways | 15.2 | 4.36 | 3.4 | 134 | -9 | 57 | 46 | false | Rebalance | Shift +1% to bonds from equity | 9 | -4 | BrokerB | MKT | 89 | null | null | Normal monitoring | -48 | -12 | 30 | 4 | false | Increase defensive factor exposure |
P2073 | Opportunistic | Trust | USD | 2025-12-25 | 1,604,119 | 75,404 | 1,528,715 | 1.07 | 68.9 | 16.8 | 8.2 | 6.1 | AMZN:25.3%;BND:25.3%;HYG:24.0%;AAPL:25.3% | US:61.5;EU:12.0;APAC:12.1;EM:10.3;Other:4.2 | Value:-0.7;Growth:+0.7;Quality:-0.7;Size:-0.9;Momentum:-0.6;LowVol:+0.1 | null | 6 | 35 | 6.8 | trailing 9% | 183 | 33.5 | Bull | 15.5 | 4.76 | 2.3 | 77 | 41 | 85 | 55 | false | Rebalance | Shift +1% to bonds from equity | -10 | -28 | BrokerB | MKT | 93 | null | null | Normal monitoring | 86 | -54 | 108 | 5 | false | Tighten stops on momentum names |
P2074 | Cautious | IRA | USD | 2024-12-30 | 203,531 | 32,267 | 171,264 | 1 | 42.5 | 44.1 | 0.5 | 13 | QQQ:23.9%;TLT:18.5%;BRK.B:21.7%;TSLA:12.0%;AMZN:23.9% | US:56.4;EU:16.8;APAC:13.4;EM:10.9;Other:2.5 | Value:-0.7;Growth:+0.7;Quality:-0.9;Size:-0.5;Momentum:-0.7;LowVol:+1.0 | NoMargin | 7 | 30 | 3.8 | hard 10% | 118 | 19.7 | Volatile | 29.1 | 3.74 | 4.1 | 133 | 62 | 89 | 56 | true | Hedge | Buy index puts 1% notional | 16 | -12 | BrokerB | LMT | 91 | VAR>budget | TightenStops | Risk above budget threshold | -9 | 10 | 59 | 4 | false | Tax-aware sells next window |
P2075 | Hands-off | IRA | USD | 2024-11-11 | 407,731 | 31,910 | 375,821 | 1 | 67.9 | 19 | 4.3 | 8.8 | HYG:18.2%;QQQ:11.5%;VOO:20.2%;BND:18.8%;AAPL:19.7%;VNQ:11.6% | US:73.5;EU:13.3;APAC:6.1;EM:5.7;Other:1.5 | Value:+0.5;Growth:-0.5;Quality:+0.3;Size:-0.8;Momentum:+0.1;LowVol:+1.0 | ESGOnly;MaxPos8% | 7 | 30 | 5.6 | trailing 10% | 142 | 14.7 | Bull | 17.8 | 4.35 | 2.1 | 108 | 21 | 73 | 51 | false | Sell | Trim extended winner -1% | -12 | -26 | BrokerA | MKT | 95 | null | null | Normal monitoring | -46 | -28 | 31 | 5 | false | Within IPS guidelines |
P2076 | Active | Trust | USD | 2024-11-26 | 500,194 | 46,874 | 453,320 | 1 | 61.1 | 29.5 | 0.9 | 8.6 | MSFT:25.4%;VOO:23.9%;IEF:25.4%;AMZN:25.4% | US:62.3;EU:17.2;APAC:13.6;EM:4.3;Other:2.6 | Value:-0.3;Growth:0.0;Quality:-0.0;Size:-0.3;Momentum:+0.3;LowVol:-0.7 | MaxPos8% | 8 | 35 | 4.1 | hard 12% | 132 | 28 | Bull | 12 | 4.39 | 2.5 | 100 | 46 | 72 | 39 | false | Rebalance | Shift +1% to bonds from equity | -9 | -21 | BrokerB | MKT | 86 | null | null | Normal monitoring | 64 | -60 | 142 | 5 | false | Monitor dispersion and breadth |
P2077 | Opportunistic | Trust | USD | 2025-02-18 | 1,040,473 | 50,555 | 989,918 | 1.19 | 73.8 | 18.7 | 0 | 7.5 | QQQ:15.8%;XLF:22.2%;IEF:22.2%;VNQ:17.5%;VTI:22.2% | US:64.8;EU:15.2;APAC:12.9;EM:3.3;Other:3.8 | Value:-0.2;Growth:+0.4;Quality:-0.6;Size:-0.3;Momentum:+0.4;LowVol:-0.2 | null | 6 | 25 | 6.5 | hard 12% | 278 | 26 | Bull | 13.3 | 3.65 | 2.6 | 75 | 34 | 79 | 51 | false | Hedge | Add TLT +1% as duration hedge | 32 | -9 | BrokerA | MKT | 86 | null | null | Normal monitoring | 72 | -46 | 199 | 5 | false | Tighten stops on momentum names |
P2078 | Active | Trust | USD | 2025-07-24 | 1,536,611 | 131,703 | 1,404,908 | 1 | 54 | 19.1 | 18.4 | 8.6 | HYG:6.8%;MSFT:21.9%;XLF:6.9%;TSLA:22.0%;QQQ:20.4%;GLD:22.0% | US:63.5;EU:10.1;APAC:15.9;EM:5.9;Other:4.5 | Value:+0.3;Growth:+0.6;Quality:-0.8;Size:-0.8;Momentum:+0.1;LowVol:+0.8 | null | 10 | 35 | 5.3 | hard 12% | 137 | 25.4 | Volatile | 20.4 | 3.77 | 3.6 | 139 | 18 | 60 | 46 | false | Rebalance | Shift +1% to bonds from equity | 31 | -10 | BrokerC | MKT | 87 | null | null | Normal monitoring | 54 | -11 | 73 | 5 | false | Within IPS guidelines |
P2079 | Active | Trust | USD | 2025-04-26 | 1,714,794 | 160,273 | 1,554,521 | 1 | 61.8 | 29.6 | 0 | 8.7 | VOO:22.3%;TLT:15.1%;QQQ:21.2%;AAPL:22.3%;VNQ:19.1% | US:62.4;EU:10.2;APAC:12.3;EM:9.7;Other:5.4 | Value:-0.7;Growth:+0.3;Quality:+0.9;Size:-0.5;Momentum:+0.2;LowVol:+0.8 | MaxPos7% | 6 | 25 | 4.1 | trailing 9% | 140 | 26.8 | Bull | 12.7 | 4.16 | 2.4 | 113 | 50 | 80 | 50 | false | Rebalance | Shift +1% to bonds from equity | -8 | -27 | BrokerC | MKT | 94 | null | null | Normal monitoring | -44 | -49 | 41 | 5 | false | Tighten stops on momentum names |
P2080 | Systematic | 401k | USD | 2025-03-26 | 1,065,319 | 51,195 | 1,014,124 | 1 | 63.5 | 31.5 | 0 | 5 | GLD:22.9%;IEF:8.6%;AAPL:22.9%;MUB:22.7%;VTI:22.9% | US:68.1;EU:6.7;APAC:15.2;EM:9.4;Other:0.6 | Value:-0.4;Growth:+0.9;Quality:+0.9;Size:+0.6;Momentum:+0.5;LowVol:+0.7 | MaxPos8% | 5 | 25 | 4.8 | hard 12% | 168 | 25.8 | Volatile | 20.3 | 3.74 | 4.3 | 119 | 36 | 58 | 55 | false | Rebalance | Shift +1% to bonds from equity | -9 | 10 | BrokerC | MKT | 86 | null | null | Normal monitoring | 77 | -39 | 159 | 4 | false | Increase defensive factor exposure |
P2081 | Opportunistic | IRA | USD | 2025-05-18 | 1,259,195 | 100,287 | 1,158,908 | 1 | 70.6 | 10.6 | 12.8 | 5.9 | BRK.B:25.0%;TSLA:25.0%;BND:25.0%;AMZN:25.0% | US:63.1;EU:11.1;APAC:14.2;EM:6.4;Other:5.3 | Value:-0.4;Growth:+0.6;Quality:+0.3;Size:-0.8;Momentum:-0.3;LowVol:+0.9 | null | 6 | 35 | 6.4 | trailing 9% | 193 | 20 | Bull | 11.3 | 3.77 | 3 | 71 | 112 | 100 | 35 | false | Hedge | Add TLT +1% as duration hedge | 19 | 2 | BrokerD | LMT | 98 | null | null | Normal monitoring | 32 | -36 | 109 | 4 | false | Monitor dispersion and breadth |
P2082 | Opportunistic | IRA | USD | 2025-06-20 | 1,716,782 | 53,376 | 1,663,406 | 1.12 | 74 | 19.9 | 0 | 6.1 | XLF:18.1%;AAPL:18.7%;BRK.B:10.2%;IEF:20.5%;AMZN:13.8%;TLT:18.7% | US:58.2;EU:17.9;APAC:11.9;EM:7.5;Other:4.5 | Value:-0.4;Growth:-0.8;Quality:+0.2;Size:+0.5;Momentum:-0.9;LowVol:+0.1 | null | 10 | 35 | 4.8 | trailing 7% | 165 | 21.7 | Bull | 12 | 3.98 | 2.6 | 95 | 109 | 100 | 48 | false | Buy | Add to core equity +1% | 4 | -31 | BrokerD | MKT | 96 | null | null | Normal monitoring | 34 | -35 | 81 | 5 | false | Monitor dispersion and breadth |
P2083 | Opportunistic | 401k | USD | 2025-06-22 | 1,726,786 | 100,570 | 1,626,216 | 1 | 73.8 | 10.9 | 10.6 | 4.7 | AMZN:13.3%;VTI:28.9%;AAPL:28.9%;IEF:28.9% | US:75.2;EU:6.7;APAC:9.5;EM:4.3;Other:4.2 | Value:+0.3;Growth:+0.2;Quality:+0.4;Size:+0.9;Momentum:+0.6;LowVol:-0.7 | MaxPos7% | 5 | 35 | 5.4 | trailing 7% | 230 | 20.1 | Sideways | 18.5 | 4.43 | 3.1 | 93 | -7 | 47 | 64 | false | Buy | Add to core equity +1% | 20 | -36 | BrokerC | LMT | 87 | null | null | Normal monitoring | -42 | -11 | -21 | 5 | false | Monitor dispersion and breadth |
P2084 | Active | 401k | USD | 2025-08-30 | 533,187 | 50,730 | 482,457 | 1 | 66.1 | 29.2 | 0 | 4.8 | VNQ:33.3%;AMZN:33.3%;IEF:33.3% | US:57.4;EU:18.1;APAC:13.8;EM:8.4;Other:2.4 | Value:-0.2;Growth:-0.0;Quality:-0.8;Size:-0.8;Momentum:-0.8;LowVol:-0.6 | MaxPos6%;NoDerivatives | 8 | 35 | 4.2 | trailing 9% | 169 | 22.1 | Volatile | 31.8 | 3.67 | 2.6 | 117 | 54 | 64 | 90 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | -33 | BrokerB | VWAP | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 113 | -27 | 178 | 5 | false | Monitor dispersion and breadth |
P2085 | Hands-off | Roth | USD | 2025-09-14 | 338,897 | 24,718 | 314,179 | 1 | 69 | 21.4 | 0 | 9.6 | AMZN:33.3%;VNQ:33.3%;MSFT:33.3% | US:67.5;EU:10.6;APAC:12.9;EM:6.1;Other:2.8 | Value:+0.2;Growth:+0.3;Quality:+0.5;Size:-0.8;Momentum:-0.5;LowVol:-0.1 | MaxPos5% | 6 | 25 | 5.9 | hard 10% | 162 | 14.4 | Volatile | 23.3 | 3.67 | 2 | 131 | -16 | 33 | 60 | false | NoAction | Within bands; monitor | 17 | -37 | BrokerB | LMT | 87 | null | null | Normal monitoring | 40 | -47 | 179 | 4 | false | Increase defensive factor exposure |
P2086 | Active | Roth | USD | 2024-11-02 | 506,922 | 60,106 | 446,816 | 1 | 57.9 | 21.9 | 12.2 | 8 | GLD:27.5%;MSFT:26.8%;IEF:18.2%;MUB:27.5% | US:66.6;EU:16.0;APAC:5.4;EM:10.3;Other:1.8 | Value:-0.2;Growth:+0.6;Quality:+0.7;Size:+0.9;Momentum:+0.6;LowVol:-0.9 | null | 6 | 35 | 4.9 | trailing 9% | 159 | 20.8 | Bull | 11.2 | 4.33 | 3 | 77 | 44 | 85 | 38 | false | Rebalance | Shift +1% to bonds from equity | 10 | 7 | BrokerC | MKT | 88 | null | null | Normal monitoring | 62 | 13 | 36 | 5 | false | Monitor dispersion and breadth |
P2087 | Hands-off | Trust | USD | 2024-07-22 | 821,957 | 78,218 | 743,739 | 1 | 65.8 | 27 | 0 | 7.3 | AMZN:20.9%;QQQ:20.9%;HYG:20.5%;BRK.B:18.7%;AAPL:19.0% | US:66.0;EU:15.1;APAC:5.6;EM:11.4;Other:2.0 | Value:+0.2;Growth:+0.4;Quality:+0.3;Size:-1.0;Momentum:-0.8;LowVol:-0.7 | ESGOnly;MaxPos6% | 10 | 30 | 5.1 | trailing 10% | 116 | 14.8 | Sideways | 17.3 | 4.67 | 2.9 | 134 | 17 | 61 | 48 | false | NoAction | Within bands; monitor | 27 | -16 | BrokerC | MKT | 0 | null | null | Normal monitoring | 50 | -44 | 125 | 5 | false | Increase defensive factor exposure |
P2088 | Opportunistic | IRA | USD | 2025-04-14 | 820,100 | 65,129 | 754,971 | 1 | 60.1 | 11.2 | 23.2 | 5.5 | IEF:23.4%;HYG:20.6%;XLF:23.4%;BND:15.4%;TSLA:17.2% | US:59.6;EU:9.6;APAC:14.2;EM:13.3;Other:3.3 | Value:+0.1;Growth:+1.0;Quality:-0.4;Size:-0.3;Momentum:-0.1;LowVol:+0.2 | NoDerivatives | 7 | 25 | 4.2 | trailing 7% | 251 | 31.5 | Bull | 15.7 | 4.08 | 3.1 | 117 | 67 | 71 | 42 | false | Sell | Trim extended winner -1% | 18 | -39 | BrokerD | MKT | 87 | null | null | Normal monitoring | -35 | -52 | -27 | 3 | false | Tighten stops on momentum names |
P2089 | Hands-off | Trust | USD | 2025-09-09 | 713,065 | 57,473 | 655,592 | 1 | 60.2 | 21.6 | 12.7 | 5.5 | IEF:27.8%;GLD:16.6%;AMZN:27.8%;VNQ:27.8% | US:70.6;EU:7.5;APAC:15.6;EM:5.7;Other:0.6 | Value:-0.5;Growth:-1.0;Quality:-0.7;Size:-0.0;Momentum:+0.1;LowVol:+0.1 | MaxPos6% | 8 | 25 | 4 | hard 10% | 144 | 17.1 | Volatile | 25.8 | 3.9 | 3.3 | 176 | 71 | 97 | 71 | true | Rebalance | Rebalance back to target bands | -4 | 8 | BrokerA | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -42 | -36 | -22 | 3 | false | Monitor dispersion and breadth |
P2090 | Opportunistic | 401k | USD | 2025-04-18 | 552,942 | 39,182 | 513,760 | 1.21 | 63 | 17.4 | 13.8 | 5.7 | MUB:22.7%;AAPL:29.6%;GLD:18.0%;AMZN:29.6% | US:68.1;EU:11.8;APAC:12.2;EM:6.6;Other:1.2 | Value:+0.7;Growth:-0.3;Quality:+0.2;Size:+0.2;Momentum:+0.6;LowVol:-0.8 | MaxPos6% | 7 | 35 | 5 | hard 12% | 203 | 32.6 | Bear | 24.7 | 4.02 | 2.5 | 193 | 1 | 47 | 62 | false | Buy | Add to core equity +1% | 32 | -29 | BrokerA | MKT | 96 | null | null | Normal monitoring | 22 | -42 | 128 | 3 | false | Tax-aware sells next window |
P2091 | Systematic | Roth | USD | 2025-07-14 | 1,361,331 | 127,117 | 1,234,214 | 1 | 61.6 | 29.7 | 0 | 8.7 | VOO:10.3%;HYG:22.8%;MSFT:22.8%;XLF:10.7%;AAPL:10.4%;GLD:22.8% | US:75.5;EU:6.2;APAC:8.5;EM:9.7;Other:0.1 | Value:+0.7;Growth:-0.7;Quality:+0.8;Size:+1.0;Momentum:-0.4;LowVol:-0.0 | MaxPos8%;NoDerivatives | 10 | 35 | 5.7 | trailing 8% | 205 | 23.6 | Bull | 12.7 | 3.6 | 2 | 102 | 33 | 67 | 39 | false | Rebalance | Shift +1% to bonds from equity | 26 | 6 | BrokerA | MKT | 97 | null | null | Normal monitoring | 13 | -45 | 127 | 4 | false | Tighten stops on momentum names |
P2092 | Hands-off | IRA | USD | 2025-06-11 | 772,284 | 65,674 | 706,610 | 1 | 68.9 | 22.9 | 0 | 8.2 | TSLA:19.7%;HYG:22.4%;XLF:22.4%;QQQ:12.2%;IEF:6.9%;MSFT:16.5% | US:74.7;EU:10.3;APAC:8.6;EM:3.8;Other:2.6 | Value:-0.2;Growth:0.0;Quality:+0.6;Size:-0.7;Momentum:+0.5;LowVol:+0.3 | ESGOnly;MaxPos5% | 8 | 30 | 3.1 | hard 10% | 94 | 16.3 | Sideways | 19.1 | 4.68 | 3.5 | 124 | 31 | 76 | 68 | false | Buy | Add to core equity +1% | 24 | 15 | BrokerA | LMT | 90 | null | null | Normal monitoring | 97 | -50 | 68 | 5 | false | Tax-aware sells next window |
P2093 | Opportunistic | IRA | USD | 2025-11-05 | 1,061,047 | 85,648 | 975,399 | 1.23 | 68.2 | 15.5 | 9 | 7.3 | QQQ:11.7%;AMZN:14.7%;AAPL:9.6%;IEF:18.7%;XLF:22.7%;TSLA:22.7% | US:69.4;EU:16.6;APAC:9.3;EM:2.9;Other:1.9 | Value:-0.9;Growth:+0.3;Quality:-0.3;Size:+0.8;Momentum:+0.8;LowVol:-0.6 | null | 6 | 35 | 5.7 | trailing 9% | 254 | 33.2 | Volatile | 22.5 | 3.67 | 2.9 | 137 | -56 | 32 | 69 | false | Sell | Trim extended winner -1% | 8 | 2 | BrokerD | LMT | 96 | null | null | Normal monitoring | 25 | 8 | 19 | 3 | false | Tax-aware sells next window |
P2094 | Cautious | IRA | USD | 2025-10-15 | 655,613 | 89,571 | 566,042 | 1 | 45 | 42 | 0 | 13.1 | GLD:33.3%;MSFT:33.3%;VTI:33.3% | US:60.8;EU:16.6;APAC:9.4;EM:10.9;Other:2.3 | Value:-0.5;Growth:+0.3;Quality:+0.5;Size:+0.1;Momentum:-0.9;LowVol:+0.9 | MaxPos6%;NoMargin | 6 | 25 | 3 | trailing 8% | 105 | 14.3 | Bear | 31.2 | 3.34 | 2.8 | 146 | -3 | 50 | 75 | true | Hedge | Buy index puts 1% notional | 17 | 4 | BrokerA | LMT | 98 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -55 | 8 | 57 | 5 | false | Tighten stops on momentum names |
P2095 | Hands-off | Roth | USD | 2024-11-26 | 817,907 | 47,776 | 770,131 | 1 | 72.3 | 19.1 | 1.7 | 6.9 | VTI:28.3%;AAPL:28.3%;BND:15.0%;MUB:28.3% | US:71.7;EU:11.4;APAC:7.6;EM:7.1;Other:2.1 | Value:+0.3;Growth:+0.9;Quality:+0.4;Size:-0.2;Momentum:+0.1;LowVol:+0.4 | ESGOnly | 8 | 25 | 3.2 | trailing 8% | 135 | 12.5 | Sideways | 16.6 | 5 | 2.1 | 95 | 55 | 79 | 62 | false | Rebalance | Shift +1% to bonds from equity | 16 | -29 | BrokerB | MKT | 87 | null | null | Normal monitoring | -7 | -47 | 75 | 5 | false | Increase defensive factor exposure |
P2096 | Opportunistic | 401k | USD | 2024-07-31 | 547,382 | 45,841 | 501,541 | 1.24 | 60.8 | 18.3 | 16.6 | 4.4 | VOO:9.8%;HYG:15.6%;XLF:24.9%;TLT:24.9%;MSFT:24.9% | US:62.1;EU:16.4;APAC:12.1;EM:5.6;Other:3.9 | Value:+0.4;Growth:+0.5;Quality:-0.3;Size:+0.3;Momentum:-0.2;LowVol:-0.3 | MaxPos6% | 8 | 35 | 4.1 | trailing 9% | 247 | 29.2 | Volatile | 25 | 3.74 | 2.4 | 161 | 15 | 71 | 63 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | 14 | BrokerD | LMT | 87 | VAR>budget | Reduce | Risk above budget threshold | -40 | -50 | -9 | 3 | false | Within IPS guidelines |
P2097 | Systematic | IRA | USD | 2024-09-23 | 1,810,755 | 95,988 | 1,714,767 | 1 | 68.5 | 24.9 | 0 | 6.6 | TSLA:14.8%;IEF:17.5%;BND:14.7%;AMZN:19.4%;QQQ:19.7%;HYG:13.9% | US:58.5;EU:14.0;APAC:14.3;EM:8.5;Other:4.7 | Value:+0.9;Growth:+0.4;Quality:-0.9;Size:-0.7;Momentum:+0.4;LowVol:-0.7 | null | 5 | 30 | 4.3 | hard 12% | 183 | 16.1 | Bull | 15.4 | 3.83 | 3.2 | 93 | 117 | 93 | 41 | false | Sell | Trim extended winner -1% | 18 | -37 | BrokerD | MKT | 97 | null | null | Normal monitoring | 113 | -57 | 83 | 5 | false | Tax-aware sells next window |
P2098 | Cautious | Trust | USD | 2025-12-14 | 259,314 | 40,528 | 218,786 | 1 | 49.9 | 34 | 0 | 16.1 | MSFT:33.3%;TLT:33.3%;IEF:33.3% | US:66.6;EU:10.0;APAC:14.6;EM:5.1;Other:3.7 | Value:-0.4;Growth:-0.1;Quality:-0.7;Size:+0.8;Momentum:+0.3;LowVol:+0.5 | NoMargin | 10 | 35 | 5 | trailing 10% | 107 | 14.7 | Volatile | 25.5 | 5.41 | 3.9 | 143 | 75 | 100 | 52 | false | NoAction | Within bands; monitor | 13 | 7 | BrokerD | LMT | 87 | null | null | Normal monitoring | -25 | -20 | 38 | 4 | false | Monitor dispersion and breadth |
P2099 | Cautious | IRA | USD | 2024-12-06 | 634,067 | 73,396 | 560,671 | 1 | 46 | 32.2 | 6 | 15.8 | AAPL:10.4%;BRK.B:11.9%;VOO:23.3%;TLT:22.6%;QQQ:23.3%;MSFT:8.5% | US:77.3;EU:11.9;APAC:5.4;EM:3.8;Other:1.6 | Value:+0.3;Growth:+0.6;Quality:-0.4;Size:-1.0;Momentum:+0.8;LowVol:+0.3 | MaxPos6%;NoMargin | 10 | 30 | 5.7 | trailing 8% | 96 | 12.4 | Bull | 11.5 | 3.51 | 3 | 114 | 0 | 36 | 35 | false | Rebalance | Shift +1% to bonds from equity | 28 | -11 | BrokerC | LMT | 88 | null | null | Normal monitoring | -51 | -23 | 66 | 5 | false | Monitor dispersion and breadth |
P2100 | Hands-off | 401k | USD | 2024-07-13 | 211,129 | 10,221 | 200,908 | 1 | 59 | 25.1 | 10.6 | 5.3 | TSLA:35.9%;IEF:28.3%;AMZN:35.9% | US:67.5;EU:11.4;APAC:9.2;EM:8.2;Other:3.7 | Value:-0.7;Growth:+0.3;Quality:-0.3;Size:-0.5;Momentum:+0.6;LowVol:-0.3 | MaxPos8% | 7 | 25 | 4.8 | trailing 8% | 129 | 13.9 | Bull | 12.1 | 4.41 | 2.2 | 87 | 108 | 100 | 44 | false | Rebalance | Shift +1% to bonds from equity | -4 | -27 | BrokerC | VWAP | 89 | null | null | Normal monitoring | 110 | -34 | 101 | 4 | false | Monitor dispersion and breadth |
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