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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P2101 | Systematic | Trust | USD | 2024-07-04 | 905,707 | 77,281 | 828,426 | 1 | 64.2 | 27.1 | 0 | 8.7 | BND:20.5%;AAPL:15.8%;BRK.B:14.3%;MSFT:17.5%;VNQ:20.5%;XLF:11.4% | US:66.8;EU:12.8;APAC:6.1;EM:13.1;Other:1.2 | Value:-0.0;Growth:+0.3;Quality:-0.1;Size:-0.7;Momentum:+0.3;LowVol:+0.5 | null | 5 | 25 | 5.7 | trailing 8% | 215 | 23.2 | Bull | 17.4 | 3.63 | 3.4 | 116 | 72 | 77 | 58 | false | Rebalance | Shift +1% to bonds from equity | 11 | -27 | BrokerD | MKT | 89 | null | null | Normal monitoring | 42 | -21 | 119 | 3 | false | Tighten stops on momentum names |
P2102 | Systematic | IRA | USD | 2024-09-22 | 957,424 | 57,304 | 900,120 | 1 | 59.3 | 31.6 | 3.2 | 5.9 | HYG:34.4%;BND:34.4%;AMZN:31.2% | US:76.2;EU:5.0;APAC:9.0;EM:9.1;Other:0.7 | Value:+0.3;Growth:+0.9;Quality:+0.9;Size:+0.4;Momentum:-0.1;LowVol:-0.4 | null | 6 | 25 | 4.5 | trailing 9% | 190 | 17 | Bull | 16.3 | 4.71 | 3 | 92 | 102 | 100 | 44 | false | NoAction | Within bands; monitor | -8 | -40 | BrokerC | LMT | 89 | null | null | Normal monitoring | -31 | -56 | 56 | 3 | false | Tighten stops on momentum names |
P2103 | Hands-off | IRA | USD | 2025-05-01 | 206,255 | 15,968 | 190,287 | 1 | 57.7 | 17 | 17.4 | 7.9 | VTI:22.5%;TLT:18.8%;GLD:22.5%;MUB:22.5%;BRK.B:13.7% | US:58.9;EU:16.4;APAC:9.0;EM:11.1;Other:4.6 | Value:-0.8;Growth:+0.3;Quality:-0.0;Size:+0.9;Momentum:-0.1;LowVol:+0.1 | ESGOnly;NoDerivatives | 8 | 25 | 3.8 | trailing 10% | 135 | 13.3 | Volatile | 26 | 4.36 | 3.3 | 169 | -53 | 11 | 66 | true | Hedge | Buy index puts 1% notional | -14 | 14 | BrokerA | MKT | 91 | VAR>budget | Reduce | Risk above budget threshold | -22 | -32 | 39 | 3 | false | Monitor dispersion and breadth |
P2104 | Hands-off | Trust | USD | 2025-05-05 | 239,814 | 22,354 | 217,460 | 1 | 66.4 | 25.8 | 0 | 7.7 | IEF:21.5%;AMZN:21.3%;BRK.B:17.5%;AAPL:21.5%;TLT:18.1% | US:70.1;EU:18.2;APAC:6.6;EM:3.3;Other:1.9 | Value:+0.2;Growth:+0.5;Quality:-0.7;Size:+0.3;Momentum:+0.4;LowVol:0.0 | ESGOnly | 7 | 30 | 5.6 | hard 10% | 134 | 13.8 | Bear | 33.6 | 4.08 | 1.9 | 134 | -4 | 34 | 88 | true | Hedge | Buy index puts 1% notional | 5 | -18 | BrokerB | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -2 | -30 | 12 | 4 | false | Increase defensive factor exposure |
P2105 | Systematic | Taxable | USD | 2024-09-11 | 1,358,034 | 87,555 | 1,270,479 | 1 | 63.4 | 28.1 | 0.2 | 8.3 | TLT:18.6%;QQQ:27.1%;TSLA:27.1%;XLF:27.1% | US:62.4;EU:14.9;APAC:12.1;EM:7.1;Other:3.5 | Value:+0.1;Growth:-0.5;Quality:-0.5;Size:+0.7;Momentum:-0.7;LowVol:-0.9 | NoDerivatives | 8 | 25 | 5.7 | hard 12% | 137 | 27 | Volatile | 26.5 | 5.01 | 4.4 | 164 | 69 | 75 | 66 | false | Sell | Trim extended winner -1% | 26 | -28 | BrokerC | LMT | 85 | null | null | Normal monitoring | 15 | -31 | 111 | 3 | false | Tighten stops on momentum names |
P2106 | Cautious | Roth | USD | 2024-09-29 | 657,254 | 100,896 | 556,358 | 1 | 47 | 37.6 | 0 | 15.4 | BND:33.3%;TSLA:33.3%;MSFT:33.3% | US:63.0;EU:15.7;APAC:10.0;EM:8.6;Other:2.6 | Value:-0.1;Growth:-0.2;Quality:+0.7;Size:-0.4;Momentum:+0.6;LowVol:0.0 | NoMargin | 5 | 30 | 4.6 | trailing 8% | 134 | 19.9 | Bull | 15 | 4.27 | 3.2 | 96 | 7 | 66 | 41 | false | NoAction | Within bands; monitor | 26 | -7 | BrokerB | MKT | 0 | null | null | Normal monitoring | -6 | -35 | 84 | 4 | false | Tighten stops on momentum names |
P2107 | Opportunistic | Trust | USD | 2025-06-12 | 1,790,609 | 88,053 | 1,702,556 | 1 | 62.2 | 21.7 | 9.2 | 6.9 | TSLA:30.6%;MSFT:18.5%;XLF:30.6%;VNQ:20.3% | US:57.6;EU:12.4;APAC:16.1;EM:9.8;Other:4.0 | Value:+0.7;Growth:-0.5;Quality:+0.6;Size:-0.7;Momentum:+0.2;LowVol:-0.0 | null | 5 | 30 | 6.4 | trailing 7% | 248 | 30 | Volatile | 22.9 | 4.75 | 4.1 | 179 | 62 | 80 | 64 | false | Rebalance | Shift +1% to bonds from equity | 7 | 7 | BrokerD | LMT | 88 | null | null | Normal monitoring | 2 | -30 | 139 | 3 | false | Tax-aware sells next window |
P2108 | Opportunistic | Roth | USD | 2025-08-07 | 955,295 | 75,352 | 879,943 | 1.23 | 68.5 | 12.3 | 14.4 | 4.7 | BND:19.8%;BRK.B:28.1%;HYG:28.1%;VNQ:24.1% | US:64.1;EU:14.5;APAC:8.1;EM:9.8;Other:3.6 | Value:-0.9;Growth:-0.0;Quality:+0.3;Size:+0.5;Momentum:-0.4;LowVol:+0.6 | null | 7 | 25 | 6.9 | trailing 9% | 257 | 21.9 | Sideways | 20.5 | 4.08 | 2.3 | 111 | 27 | 62 | 69 | false | Buy | Add to core equity +1% | 23 | 6 | BrokerD | MKT | 89 | null | null | Normal monitoring | -44 | -2 | 92 | 4 | false | Monitor dispersion and breadth |
P2109 | Cautious | 401k | USD | 2025-09-04 | 693,597 | 92,868 | 600,729 | 1 | 43.8 | 33 | 8.3 | 14.9 | QQQ:27.3%;VTI:27.3%;BRK.B:20.5%;TSLA:24.9% | US:66.5;EU:7.8;APAC:12.2;EM:9.4;Other:4.1 | Value:-0.7;Growth:+0.2;Quality:+0.9;Size:+0.5;Momentum:+1.0;LowVol:+0.7 | ESGOnly;NoMargin | 10 | 30 | 3.7 | trailing 8% | 134 | 17.7 | Bull | 12.2 | 4.79 | 2.5 | 79 | 91 | 82 | 20 | false | Rebalance | Shift +1% to bonds from equity | -5 | -32 | BrokerC | MKT | 86 | null | null | Normal monitoring | -41 | 14 | 33 | 5 | false | Within IPS guidelines |
P2110 | Active | Taxable | USD | 2025-04-18 | 866,819 | 54,761 | 812,058 | 1.18 | 55.4 | 23 | 16.5 | 5.1 | MSFT:33.5%;IEF:33.5%;HYG:33.1% | US:66.8;EU:15.7;APAC:5.7;EM:8.6;Other:3.2 | Value:-0.8;Growth:+0.4;Quality:-0.5;Size:0.0;Momentum:-0.4;LowVol:+0.7 | MaxPos7%;NoDerivatives | 6 | 30 | 4.2 | trailing 8% | 122 | 21.5 | Volatile | 29.2 | 3.99 | 2.3 | 136 | 44 | 68 | 74 | true | Hedge | Buy index puts 1% notional | 6 | -24 | BrokerC | VWAP | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 2 | -40 | 65 | 3 | false | Increase defensive factor exposure |
P2111 | Active | Roth | USD | 2025-12-20 | 1,788,304 | 173,452 | 1,614,852 | 1 | 64.9 | 22.4 | 6.2 | 6.6 | XLF:8.0%;TSLA:23.1%;AMZN:22.6%;IEF:23.1%;MSFT:23.1% | US:63.6;EU:14.8;APAC:9.6;EM:9.6;Other:2.5 | Value:-0.8;Growth:+0.5;Quality:-0.9;Size:-0.3;Momentum:-0.2;LowVol:-0.1 | null | 7 | 25 | 5.8 | trailing 8% | 129 | 24.1 | Bull | 16 | 4.15 | 2.5 | 95 | 41 | 64 | 60 | false | Rebalance | Shift +1% to bonds from equity | -1 | 3 | BrokerC | MKT | 98 | null | null | Normal monitoring | -27 | -60 | 45 | 5 | false | Monitor dispersion and breadth |
P2112 | Systematic | IRA | USD | 2024-12-31 | 1,454,617 | 118,989 | 1,335,628 | 1 | 60.9 | 21.9 | 7.3 | 9.8 | BND:33.3%;BRK.B:33.3%;VOO:33.3% | US:69.1;EU:15.2;APAC:6.4;EM:7.3;Other:2.0 | Value:-0.6;Growth:-0.9;Quality:-0.3;Size:-0.7;Momentum:+0.8;LowVol:-0.3 | MaxPos8% | 7 | 30 | 5.2 | trailing 9% | 166 | 20.9 | Sideways | 20.1 | 3.94 | 2.8 | 104 | -18 | 33 | 60 | false | NoAction | Within bands; monitor | 10 | -35 | BrokerC | LMT | 87 | null | null | Normal monitoring | 42 | -10 | 5 | 3 | false | Increase defensive factor exposure |
P2113 | Cautious | Trust | USD | 2025-12-16 | 858,229 | 132,691 | 725,538 | 1 | 39.9 | 42 | 6.6 | 11.5 | MUB:33.3%;AAPL:33.3%;QQQ:33.3% | US:71.8;EU:7.4;APAC:10.1;EM:7.9;Other:2.8 | Value:-0.7;Growth:+0.2;Quality:-1.0;Size:+0.2;Momentum:-0.9;LowVol:-0.7 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 5 | 30 | 3.7 | trailing 8% | 119 | 19.1 | Bull | 13.9 | 3.74 | 2.9 | 111 | 6 | 40 | 31 | false | NoAction | Within bands; monitor | 10 | 7 | BrokerC | LMT | 88 | null | null | Normal monitoring | 1 | 16 | 64 | 3 | false | Monitor dispersion and breadth |
P2114 | Opportunistic | IRA | USD | 2025-04-24 | 349,230 | 19,397 | 329,833 | 1 | 60.8 | 19.6 | 14 | 5.6 | VNQ:22.7%;VOO:9.3%;VTI:11.9%;BRK.B:12.3%;QQQ:21.1%;XLF:22.7% | US:67.1;EU:16.4;APAC:5.7;EM:9.6;Other:1.3 | Value:-0.9;Growth:-0.5;Quality:+0.2;Size:-0.9;Momentum:-1.0;LowVol:+0.8 | MaxPos7% | 5 | 30 | 4.3 | hard 12% | 222 | 27.1 | Sideways | 19.5 | 4.88 | 2.6 | 100 | 54 | 64 | 50 | false | Buy | Add to core equity +1% | 17 | -18 | BrokerB | MKT | 98 | null | null | Normal monitoring | -45 | -32 | 17 | 4 | false | Increase defensive factor exposure |
P2115 | Hands-off | IRA | USD | 2024-09-23 | 500,916 | 24,721 | 476,195 | 1 | 60.2 | 20.6 | 9.5 | 9.6 | BRK.B:11.8%;HYG:17.5%;AAPL:20.6%;XLF:20.6%;VNQ:20.6%;MSFT:9.0% | US:66.6;EU:15.7;APAC:10.0;EM:4.4;Other:3.3 | Value:+0.9;Growth:+0.1;Quality:+1.0;Size:-0.5;Momentum:-0.1;LowVol:+0.3 | ESGOnly;MaxPos5% | 10 | 25 | 3.7 | hard 10% | 143 | 16.9 | Volatile | 23.5 | 4.28 | 2.2 | 149 | -25 | 30 | 68 | false | Hedge | Add TLT +1% as duration hedge | -11 | -14 | BrokerB | LMT | 89 | null | null | Normal monitoring | 15 | -56 | -9 | 5 | false | Within IPS guidelines |
P2116 | Cautious | Trust | USD | 2025-08-19 | 864,551 | 133,442 | 731,109 | 1 | 42.7 | 32.7 | 14.5 | 10 | AAPL:18.2%;BND:21.8%;GLD:14.5%;VNQ:22.7%;BRK.B:22.7% | US:69.4;EU:10.6;APAC:12.9;EM:6.4;Other:0.7 | Value:-1.0;Growth:+0.5;Quality:+0.9;Size:+0.8;Momentum:+0.8;LowVol:+0.3 | ESGOnly;NoMargin | 5 | 25 | 4 | trailing 8% | 132 | 14.2 | Bear | 25.7 | 4.3 | 1.7 | 201 | -52 | 36 | 57 | false | Buy | Add to core equity +1% | 0 | -40 | BrokerB | LMT | 90 | null | null | Normal monitoring | 23 | 8 | 109 | 5 | false | Increase defensive factor exposure |
P2117 | Hands-off | Roth | USD | 2024-12-07 | 787,199 | 51,266 | 735,933 | 1 | 64.5 | 27.7 | 0.7 | 7.2 | AMZN:27.1%;QQQ:27.1%;MSFT:27.1%;MUB:18.6% | US:71.7;EU:15.4;APAC:7.6;EM:4.8;Other:0.5 | Value:-0.2;Growth:+0.1;Quality:+0.3;Size:+1.0;Momentum:-0.2;LowVol:+0.2 | ESGOnly;NoDerivatives | 7 | 30 | 4.3 | trailing 8% | 91 | 15.7 | Bull | 17.5 | 3.74 | 2.4 | 117 | 60 | 77 | 48 | false | NoAction | Within bands; monitor | 22 | 4 | BrokerB | MKT | 0 | null | null | Normal monitoring | 56 | -29 | 113 | 3 | false | Increase defensive factor exposure |
P2118 | Hands-off | Roth | USD | 2024-08-31 | 215,178 | 20,626 | 194,552 | 1 | 68.7 | 25 | 0 | 6.2 | VTI:16.2%;QQQ:12.8%;HYG:18.2%;TLT:21.2%;VNQ:21.2%;AMZN:10.3% | US:74.2;EU:11.0;APAC:8.4;EM:4.6;Other:1.7 | Value:+0.4;Growth:+0.1;Quality:-0.5;Size:+0.1;Momentum:-0.8;LowVol:+0.5 | MaxPos7%;NoDerivatives | 6 | 25 | 5 | trailing 8% | 115 | 17.7 | Bull | 15.5 | 4.76 | 2.4 | 89 | 23 | 64 | 56 | false | Hedge | Add TLT +1% as duration hedge | -2 | -35 | BrokerD | VWAP | 88 | null | null | Normal monitoring | 68 | 13 | 89 | 3 | false | Increase defensive factor exposure |
P2119 | Hands-off | 401k | USD | 2024-10-13 | 214,233 | 20,406 | 193,827 | 1 | 71.5 | 20.1 | 0 | 8.4 | VNQ:19.2%;BND:18.3%;HYG:14.1%;MUB:24.2%;VTI:24.2% | US:73.9;EU:9.5;APAC:9.1;EM:5.3;Other:2.2 | Value:+0.3;Growth:-0.3;Quality:-0.4;Size:0.0;Momentum:+0.8;LowVol:+0.2 | null | 8 | 25 | 4.2 | trailing 10% | 119 | 18.8 | Bull | 11.9 | 4.95 | 2.9 | 88 | 32 | 67 | 47 | false | Rebalance | Shift +1% to bonds from equity | -6 | -38 | BrokerC | LMT | 95 | null | null | Normal monitoring | 15 | 2 | 105 | 3 | false | Tighten stops on momentum names |
P2120 | Opportunistic | 401k | USD | 2024-08-22 | 1,796,433 | 108,965 | 1,687,468 | 1 | 77.7 | 15.9 | 1.1 | 5.4 | QQQ:20.5%;MUB:18.8%;TSLA:20.5%;IEF:15.2%;BND:15.4%;AAPL:9.7% | US:61.7;EU:6.1;APAC:15.8;EM:11.5;Other:4.9 | Value:+0.3;Growth:+0.7;Quality:-0.3;Size:+0.3;Momentum:+0.1;LowVol:-1.0 | null | 5 | 25 | 5.8 | trailing 7% | 171 | 26.2 | Bear | 24.5 | 3.7 | 2.1 | 196 | -93 | 5 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -23 | BrokerC | MKT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -4 | 11 | 135 | 3 | false | Tax-aware sells next window |
P2121 | Cautious | 401k | USD | 2025-01-28 | 224,119 | 30,794 | 193,325 | 1 | 35.6 | 40.3 | 7.5 | 16.6 | HYG:20.4%;XLF:30.1%;BRK.B:19.4%;VTI:30.1% | US:61.3;EU:16.6;APAC:9.3;EM:9.9;Other:2.9 | Value:-0.9;Growth:-0.7;Quality:-0.2;Size:+0.2;Momentum:+0.1;LowVol:+0.1 | ESGOnly;NoMargin | 5 | 35 | 5.3 | hard 10% | 126 | 17.3 | Volatile | 21.8 | 4.38 | 4.4 | 151 | 6 | 45 | 46 | false | Buy | Add to core equity +1% | 6 | -15 | BrokerC | LMT | 85 | null | null | Normal monitoring | -47 | 19 | 6 | 3 | false | Within IPS guidelines |
P2122 | Hands-off | Roth | USD | 2024-11-24 | 835,180 | 72,066 | 763,114 | 1 | 61.2 | 23.4 | 10.3 | 5.1 | VTI:15.2%;AMZN:8.6%;QQQ:16.8%;BND:21.4%;IEF:16.5%;VNQ:21.4% | US:64.0;EU:15.2;APAC:11.8;EM:4.4;Other:4.5 | Value:-0.7;Growth:-0.1;Quality:-0.0;Size:-0.8;Momentum:+0.4;LowVol:+0.2 | ESGOnly;NoDerivatives | 6 | 25 | 5.9 | hard 10% | 115 | 14.7 | Volatile | 20.7 | 3.91 | 2.8 | 125 | 24 | 70 | 59 | false | Rebalance | Shift +1% to bonds from equity | 0 | -37 | BrokerC | LMT | 90 | null | null | Normal monitoring | 83 | -8 | 88 | 3 | false | Monitor dispersion and breadth |
P2123 | Active | Trust | USD | 2024-12-01 | 1,030,614 | 89,586 | 941,028 | 1 | 65.2 | 27.2 | 0 | 7.6 | HYG:25.0%;GLD:25.0%;BND:15.4%;MUB:25.0%;VTI:9.6% | US:63.0;EU:16.1;APAC:9.1;EM:6.8;Other:5.1 | Value:+0.5;Growth:+0.2;Quality:-0.6;Size:-0.1;Momentum:+0.2;LowVol:-0.8 | NoDerivatives | 7 | 25 | 5.5 | hard 12% | 135 | 23.6 | Bull | 17.8 | 3.76 | 3.1 | 77 | 102 | 100 | 44 | false | Sell | Trim extended winner -1% | 27 | -9 | BrokerB | VWAP | 88 | null | null | Normal monitoring | 32 | -56 | 132 | 3 | false | Tax-aware sells next window |
P2124 | Systematic | Roth | USD | 2025-05-18 | 1,730,230 | 171,557 | 1,558,673 | 1 | 58.6 | 30.3 | 2.9 | 8.1 | AMZN:21.1%;VNQ:21.1%;HYG:21.1%;MSFT:8.9%;VTI:21.0%;AAPL:6.8% | US:67.0;EU:11.1;APAC:12.7;EM:8.0;Other:1.2 | Value:-0.9;Growth:-0.9;Quality:-0.8;Size:+0.7;Momentum:+0.3;LowVol:-0.2 | null | 6 | 30 | 5 | trailing 8% | 151 | 19.6 | Volatile | 30 | 4.78 | 3.2 | 128 | 13 | 70 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | -36 | BrokerA | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 111 | -59 | 154 | 5 | true | Tighten stops on momentum names |
P2125 | Cautious | Taxable | USD | 2025-04-19 | 596,784 | 51,061 | 545,723 | 1 | 48.4 | 35.6 | 0 | 16 | QQQ:25.0%;VOO:25.0%;BRK.B:24.9%;HYG:25.0% | US:65.9;EU:12.8;APAC:7.2;EM:10.3;Other:3.8 | Value:-0.7;Growth:-0.7;Quality:+0.5;Size:0.0;Momentum:-0.6;LowVol:-0.2 | ESGOnly;MaxPos8%;NoMargin | 8 | 30 | 4.5 | hard 10% | 106 | 15.3 | Bull | 13 | 3.96 | 2.2 | 112 | 100 | 98 | 32 | false | Sell | Trim extended winner -1% | 32 | -17 | BrokerC | MKT | 97 | null | null | Normal monitoring | 22 | -51 | 107 | 4 | false | Monitor dispersion and breadth |
P2126 | Systematic | Roth | USD | 2025-09-19 | 683,204 | 55,751 | 627,453 | 1 | 66.9 | 25.9 | 2 | 5.3 | XLF:29.5%;VNQ:29.5%;AAPL:21.2%;MUB:19.8% | US:67.1;EU:14.1;APAC:10.1;EM:6.5;Other:2.1 | Value:-0.2;Growth:+0.3;Quality:+0.8;Size:-0.8;Momentum:+0.1;LowVol:-0.5 | MaxPos6%;NoDerivatives | 8 | 30 | 4.1 | hard 12% | 222 | 17.4 | Bull | 17.6 | 4.03 | 2.8 | 75 | 64 | 85 | 61 | false | Rebalance | Shift +1% to bonds from equity | -15 | -17 | BrokerD | MKT | 99 | null | null | Normal monitoring | 6 | -48 | 115 | 4 | false | Monitor dispersion and breadth |
P2127 | Cautious | IRA | USD | 2025-12-22 | 733,091 | 92,770 | 640,321 | 1 | 50 | 33.5 | 0 | 16.5 | IEF:26.3%;HYG:21.2%;VTI:26.3%;QQQ:26.3% | US:63.8;EU:17.0;APAC:10.3;EM:6.5;Other:2.4 | Value:-0.4;Growth:+0.8;Quality:-0.3;Size:-0.7;Momentum:-0.7;LowVol:-0.8 | ESGOnly;MaxPos7%;NoMargin | 7 | 35 | 5.4 | trailing 8% | 97 | 13.9 | Bear | 24.1 | 4.39 | 2.6 | 186 | 2 | 49 | 63 | false | Rebalance | Shift +1% to bonds from equity | 19 | -2 | BrokerA | LMT | 94 | null | null | Normal monitoring | 88 | -13 | 221 | 4 | false | Tighten stops on momentum names |
P2128 | Cautious | IRA | USD | 2025-05-14 | 264,503 | 23,863 | 240,640 | 1 | 49.5 | 38.8 | 0 | 11.8 | TLT:33.3%;VNQ:33.3%;IEF:33.3% | US:64.2;EU:13.8;APAC:9.8;EM:9.6;Other:2.6 | Value:+0.6;Growth:+0.2;Quality:+0.9;Size:+0.5;Momentum:+0.9;LowVol:-0.8 | NoMargin | 6 | 30 | 3.2 | trailing 8% | 139 | 17.7 | Bear | 23.7 | 3.83 | 1.4 | 162 | -64 | 28 | 50 | false | Buy | Add to core equity +1% | 8 | -29 | BrokerD | MKT | 85 | null | null | Normal monitoring | -7 | 9 | 52 | 3 | false | Tighten stops on momentum names |
P2129 | Opportunistic | Roth | USD | 2025-07-06 | 631,239 | 53,968 | 577,271 | 1 | 76 | 15.7 | 3.7 | 4.5 | MSFT:33.3%;BND:33.3%;TLT:33.3% | US:75.0;EU:8.1;APAC:8.3;EM:6.9;Other:1.7 | Value:+0.7;Growth:+0.1;Quality:+0.7;Size:+0.7;Momentum:-0.8;LowVol:+0.4 | MaxPos5% | 5 | 30 | 4.9 | hard 12% | 275 | 30.6 | Volatile | 29.6 | 5.48 | 4.2 | 179 | -43 | 36 | 92 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -23 | BrokerB | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 105 | 14 | 176 | 4 | false | Increase defensive factor exposure |
P2130 | Hands-off | Trust | USD | 2024-08-14 | 586,352 | 41,595 | 544,757 | 1 | 70.2 | 16.3 | 5.5 | 8 | TSLA:20.6%;XLF:13.6%;AMZN:20.6%;AAPL:14.6%;IEF:19.0%;BRK.B:11.5% | US:66.5;EU:14.3;APAC:11.9;EM:4.7;Other:2.7 | Value:-0.5;Growth:-0.3;Quality:-0.8;Size:-1.0;Momentum:-1.0;LowVol:+0.2 | null | 8 | 30 | 3.6 | trailing 8% | 100 | 16.3 | Sideways | 21.9 | 3.58 | 3.4 | 138 | -17 | 27 | 73 | false | Sell | Trim extended winner -1% | 6 | 11 | BrokerB | MKT | 92 | null | null | Normal monitoring | 16 | -53 | -23 | 4 | false | Increase defensive factor exposure |
P2131 | Active | Roth | USD | 2025-06-13 | 1,354,526 | 132,158 | 1,222,368 | 1 | 64.5 | 19.2 | 6.7 | 9.6 | TSLA:33.3%;IEF:33.3%;HYG:33.3% | US:64.1;EU:10.3;APAC:16.8;EM:8.4;Other:0.4 | Value:+0.1;Growth:+0.3;Quality:+0.5;Size:-0.0;Momentum:+0.6;LowVol:-0.9 | null | 5 | 35 | 5.5 | trailing 9% | 229 | 27.1 | Bear | 27.1 | 3.73 | 1.1 | 174 | -101 | 5 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | -38 | BrokerB | MKT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 70 | -21 | 179 | 4 | false | Tighten stops on momentum names |
P2132 | Opportunistic | 401k | USD | 2025-02-02 | 385,797 | 23,892 | 361,905 | 1 | 61.1 | 19.7 | 14.4 | 4.9 | MSFT:33.3%;TSLA:33.3%;GLD:33.3% | US:74.8;EU:6.6;APAC:10.6;EM:4.5;Other:3.5 | Value:-0.5;Growth:+0.1;Quality:+0.4;Size:-0.5;Momentum:-0.7;LowVol:-0.1 | null | 8 | 30 | 4.7 | trailing 7% | 238 | 21.2 | Bull | 15.3 | 3.76 | 2.5 | 89 | 75 | 86 | 47 | false | Rebalance | Shift +1% to bonds from equity | -10 | -13 | BrokerC | LMT | 96 | null | null | Normal monitoring | 17 | -9 | 106 | 4 | false | Tighten stops on momentum names |
P2133 | Hands-off | Trust | USD | 2025-09-08 | 253,767 | 20,234 | 233,533 | 1 | 65.2 | 18.2 | 10.9 | 5.6 | AAPL:14.9%;HYG:17.4%;BRK.B:17.6%;MUB:10.2%;BND:18.9%;VTI:21.0% | US:68.3;EU:14.6;APAC:8.6;EM:6.6;Other:1.8 | Value:-0.1;Growth:-0.6;Quality:-0.8;Size:0.0;Momentum:+0.4;LowVol:-0.7 | ESGOnly;MaxPos5%;NoDerivatives | 5 | 25 | 3 | trailing 8% | 129 | 12.3 | Sideways | 20.4 | 4.36 | 2.3 | 135 | 13 | 43 | 67 | false | Buy | Add to core equity +1% | -14 | -24 | BrokerA | MKT | 89 | null | null | Normal monitoring | 82 | 14 | 46 | 4 | false | Tighten stops on momentum names |
P2134 | Opportunistic | 401k | USD | 2024-11-17 | 1,359,427 | 106,477 | 1,252,950 | 1.11 | 63.2 | 11.6 | 21 | 4.1 | QQQ:18.1%;GLD:27.3%;HYG:27.3%;TSLA:27.3% | US:74.3;EU:10.5;APAC:4.9;EM:6.6;Other:3.8 | Value:-0.8;Growth:+1.0;Quality:+0.8;Size:-0.1;Momentum:-0.5;LowVol:+1.0 | MaxPos6% | 7 | 30 | 5.2 | trailing 9% | 182 | 32.7 | Bull | 14.2 | 4.38 | 2.5 | 115 | 42 | 67 | 56 | false | Hedge | Add TLT +1% as duration hedge | 0 | -19 | BrokerD | MKT | 97 | null | null | Normal monitoring | 72 | -27 | 189 | 3 | false | Tighten stops on momentum names |
P2135 | Hands-off | 401k | USD | 2025-10-08 | 448,773 | 28,492 | 420,281 | 1 | 58.9 | 28.4 | 6.9 | 5.8 | QQQ:28.7%;IEF:28.7%;VOO:14.0%;GLD:28.7% | US:67.3;EU:16.6;APAC:7.1;EM:4.8;Other:4.1 | Value:+0.8;Growth:+0.5;Quality:+0.5;Size:-0.4;Momentum:-0.7;LowVol:-0.5 | MaxPos7%;NoDerivatives | 7 | 30 | 3.1 | hard 10% | 167 | 14.8 | Volatile | 31 | 5.32 | 4.3 | 157 | -45 | 40 | 75 | true | Hedge | Buy index puts 1% notional | 24 | -12 | BrokerC | LMT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 71 | -53 | 159 | 4 | false | Tighten stops on momentum names |
P2136 | Active | Roth | USD | 2025-03-21 | 2,122,194 | 238,149 | 1,884,045 | 1 | 59.8 | 19.9 | 13.7 | 6.6 | AMZN:25.0%;MUB:25.0%;TLT:25.0%;MSFT:25.0% | US:66.1;EU:15.6;APAC:7.7;EM:9.8;Other:0.7 | Value:-0.8;Growth:-0.6;Quality:+0.4;Size:+0.5;Momentum:-0.3;LowVol:-0.1 | NoDerivatives | 10 | 25 | 4.4 | trailing 9% | 134 | 26.5 | Bull | 16.3 | 4.2 | 2.1 | 71 | 0 | 49 | 50 | false | Buy | Add to core equity +1% | 30 | -32 | BrokerA | MKT | 86 | null | null | Normal monitoring | 4 | -53 | 37 | 5 | false | Tax-aware sells next window |
P2137 | Opportunistic | IRA | USD | 2025-07-16 | 895,459 | 75,529 | 819,930 | 1 | 73.2 | 11.6 | 8.5 | 6.6 | TSLA:22.8%;AAPL:22.8%;BRK.B:12.0%;IEF:22.8%;QQQ:8.0%;MSFT:11.6% | US:65.8;EU:16.0;APAC:6.4;EM:8.2;Other:3.7 | Value:0.0;Growth:+1.0;Quality:+0.2;Size:+0.3;Momentum:-0.5;LowVol:+0.5 | NoDerivatives | 7 | 35 | 6.7 | trailing 9% | 228 | 33.7 | Bull | 17.3 | 4.21 | 2.3 | 83 | 102 | 95 | 66 | false | Hedge | Add TLT +1% as duration hedge | 29 | 6 | BrokerD | LMT | 92 | null | null | Normal monitoring | 92 | -2 | 220 | 3 | false | Tighten stops on momentum names |
P2138 | Active | Roth | USD | 2025-05-22 | 631,808 | 63,387 | 568,421 | 1.18 | 59.8 | 24.5 | 9.4 | 6.3 | XLF:28.0%;AAPL:28.0%;QQQ:15.9%;VTI:28.0% | US:74.2;EU:7.5;APAC:6.8;EM:7.4;Other:4.1 | Value:+0.4;Growth:-0.1;Quality:+0.5;Size:-0.1;Momentum:+0.1;LowVol:-0.7 | null | 5 | 30 | 5 | trailing 8% | 159 | 18.7 | Volatile | 21.4 | 5.36 | 3.9 | 170 | 54 | 89 | 55 | false | Buy | Add to core equity +1% | -5 | -10 | BrokerD | LMT | 88 | null | null | Normal monitoring | 67 | -53 | 32 | 4 | false | Increase defensive factor exposure |
P2139 | Hands-off | 401k | USD | 2025-04-23 | 567,340 | 41,985 | 525,355 | 1 | 71.9 | 21.2 | 0 | 6.9 | QQQ:39.3%;GLD:39.3%;HYG:21.4% | US:60.1;EU:17.1;APAC:14.2;EM:4.9;Other:3.7 | Value:+1.0;Growth:+0.3;Quality:+0.8;Size:-0.2;Momentum:-0.9;LowVol:+0.9 | ESGOnly;MaxPos7%;NoDerivatives | 8 | 25 | 6 | hard 10% | 167 | 18.3 | Sideways | 18.7 | 4.18 | 2.7 | 112 | -7 | 45 | 61 | false | Sell | Trim extended winner -1% | 2 | -5 | BrokerC | LMT | 99 | null | null | Normal monitoring | 18 | -56 | 2 | 3 | false | Monitor dispersion and breadth |
P2140 | Active | IRA | USD | 2024-11-22 | 521,588 | 51,447 | 470,141 | 1 | 68.2 | 18.5 | 6.9 | 6.5 | TLT:27.9%;MSFT:24.4%;VNQ:19.8%;VTI:27.9% | US:68.3;EU:13.2;APAC:7.1;EM:10.2;Other:1.1 | Value:-0.7;Growth:-0.9;Quality:-0.3;Size:-0.6;Momentum:+0.9;LowVol:+0.4 | null | 5 | 30 | 5 | trailing 8% | 177 | 23 | Sideways | 18.3 | 3.56 | 3.3 | 130 | 27 | 71 | 61 | false | Buy | Add to core equity +1% | 27 | 14 | BrokerC | LMT | 95 | null | null | Normal monitoring | -13 | -47 | 49 | 3 | false | Increase defensive factor exposure |
P2141 | Opportunistic | Taxable | USD | 2025-11-19 | 387,619 | 17,985 | 369,634 | 1 | 67.4 | 17.9 | 6.1 | 8.5 | QQQ:22.9%;TLT:18.5%;BRK.B:20.9%;MSFT:22.9%;VTI:14.9% | US:66.8;EU:9.1;APAC:14.2;EM:7.4;Other:2.5 | Value:-1.0;Growth:+0.5;Quality:-0.9;Size:-0.2;Momentum:-0.1;LowVol:+0.5 | null | 10 | 25 | 4.9 | hard 12% | 200 | 26.8 | Sideways | 20.8 | 3.6 | 3.2 | 103 | 37 | 80 | 68 | false | Rebalance | Shift +1% to bonds from equity | 27 | -36 | BrokerB | VWAP | 86 | null | null | Normal monitoring | 88 | -26 | 170 | 5 | false | Tax-aware sells next window |
P2142 | Active | 401k | USD | 2024-12-24 | 1,148,836 | 104,729 | 1,044,107 | 1 | 66.4 | 21.7 | 6.3 | 5.6 | TSLA:13.1%;GLD:20.7%;VOO:11.7%;AAPL:17.7%;HYG:20.7%;MSFT:16.2% | US:78.2;EU:5.7;APAC:5.4;EM:6.4;Other:4.3 | Value:0.0;Growth:-0.3;Quality:-0.1;Size:+0.3;Momentum:-0.3;LowVol:-0.6 | null | 6 | 35 | 4 | hard 12% | 176 | 18.4 | Sideways | 15.3 | 4.47 | 2.1 | 111 | 47 | 70 | 47 | false | Hedge | Add TLT +1% as duration hedge | 22 | -33 | BrokerA | VWAP | 91 | null | null | Normal monitoring | 23 | -7 | 8 | 4 | false | Monitor dispersion and breadth |
P2143 | Opportunistic | Taxable | USD | 2024-12-23 | 1,529,779 | 137,246 | 1,392,533 | 1 | 67 | 16.5 | 8.7 | 7.8 | XLF:33.3%;VTI:33.3%;AAPL:33.3% | US:66.0;EU:9.6;APAC:17.3;EM:6.3;Other:0.9 | Value:+0.6;Growth:+0.3;Quality:+0.6;Size:+0.8;Momentum:-0.6;LowVol:-0.7 | null | 10 | 30 | 5.9 | trailing 9% | 168 | 33.9 | Bear | 26 | 4.29 | 1.6 | 178 | -64 | 23 | 76 | true | Rebalance | Rebalance back to target bands | 26 | -15 | BrokerB | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 77 | 17 | 49 | 5 | false | Tighten stops on momentum names |
P2144 | Systematic | Roth | USD | 2025-05-14 | 1,145,313 | 96,820 | 1,048,493 | 1 | 58.3 | 30.2 | 4.9 | 6.6 | VOO:13.5%;TSLA:13.0%;HYG:15.3%;QQQ:15.1%;AAPL:21.6%;AMZN:21.6% | US:58.8;EU:17.0;APAC:11.3;EM:11.1;Other:1.8 | Value:-0.2;Growth:-0.2;Quality:+1.0;Size:-0.2;Momentum:+0.1;LowVol:-0.5 | MaxPos8% | 6 | 25 | 4.7 | trailing 9% | 192 | 19.5 | Bull | 16.7 | 3.77 | 2.1 | 84 | 8 | 50 | 52 | false | Sell | Trim extended winner -1% | -2 | -1 | BrokerC | LMT | 98 | null | null | Normal monitoring | -33 | -10 | -49 | 5 | false | Tighten stops on momentum names |
P2145 | Opportunistic | Roth | USD | 2025-10-10 | 339,994 | 22,386 | 317,608 | 1 | 66.8 | 15.3 | 9.7 | 8.2 | TSLA:24.2%;QQQ:14.5%;BND:24.2%;AMZN:24.2%;MSFT:12.9% | US:70.1;EU:6.5;APAC:6.5;EM:11.9;Other:5.0 | Value:+0.4;Growth:-0.2;Quality:+0.3;Size:+0.5;Momentum:-0.3;LowVol:+0.1 | MaxPos7%;NoDerivatives | 5 | 25 | 4.9 | trailing 7% | 219 | 32.7 | Bull | 16.1 | 4.49 | 2.2 | 74 | 119 | 100 | 59 | false | Buy | Add to core equity +1% | 24 | -17 | BrokerC | MKT | 98 | null | null | Normal monitoring | 71 | -34 | 73 | 4 | false | Increase defensive factor exposure |
P2146 | Hands-off | Roth | USD | 2025-09-29 | 770,751 | 72,834 | 697,917 | 1 | 70.2 | 16.5 | 5 | 8.3 | XLF:22.8%;TSLA:16.6%;TLT:22.8%;AMZN:13.7%;VTI:13.7%;GLD:10.4% | US:60.7;EU:19.8;APAC:10.7;EM:8.1;Other:0.7 | Value:-0.9;Growth:-0.1;Quality:+0.2;Size:+0.3;Momentum:-0.3;LowVol:+0.3 | ESGOnly | 8 | 30 | 4.3 | trailing 8% | 140 | 16 | Bull | 16.4 | 4.98 | 2 | 87 | 75 | 77 | 57 | false | Sell | Trim extended winner -1% | 13 | -27 | BrokerC | LMT | 85 | null | null | Normal monitoring | -47 | -39 | -83 | 4 | false | Increase defensive factor exposure |
P2147 | Opportunistic | Trust | USD | 2025-04-03 | 1,341,452 | 63,998 | 1,277,454 | 1 | 74.5 | 19 | 0.7 | 5.7 | BRK.B:22.3%;BND:17.7%;XLF:12.7%;VNQ:9.0%;IEF:16.0%;AAPL:22.3% | US:68.4;EU:12.5;APAC:8.2;EM:8.3;Other:2.7 | Value:+0.6;Growth:+0.2;Quality:-0.8;Size:-0.3;Momentum:0.0;LowVol:-0.8 | null | 6 | 25 | 7 | trailing 7% | 277 | 24.4 | Volatile | 31.9 | 4.41 | 3.2 | 135 | -11 | 46 | 81 | true | Rebalance | Rebalance back to target bands | -5 | 10 | BrokerC | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 104 | 16 | 171 | 4 | false | Increase defensive factor exposure |
P2148 | Systematic | Roth | USD | 2025-11-22 | 1,660,262 | 70,234 | 1,590,028 | 1 | 62.7 | 27.1 | 3.9 | 6.3 | TLT:33.3%;GLD:33.3%;MUB:33.3% | US:71.8;EU:6.7;APAC:11.1;EM:9.5;Other:1.0 | Value:-0.6;Growth:-0.9;Quality:-0.3;Size:-0.1;Momentum:+0.4;LowVol:-0.7 | MaxPos6% | 10 | 30 | 5.9 | hard 12% | 151 | 24.6 | Bull | 12.8 | 4.2 | 2.1 | 86 | 114 | 100 | 39 | false | Hedge | Add TLT +1% as duration hedge | 34 | -1 | BrokerB | VWAP | 85 | null | null | Normal monitoring | -13 | -34 | -9 | 4 | false | Within IPS guidelines |
P2149 | Cautious | IRA | USD | 2024-08-15 | 860,980 | 126,461 | 734,519 | 1 | 38.2 | 44.2 | 6.5 | 11 | VOO:25.0%;XLF:25.0%;HYG:25.0%;BRK.B:25.0% | US:61.7;EU:14.2;APAC:10.6;EM:10.4;Other:3.1 | Value:+0.9;Growth:-0.4;Quality:-0.1;Size:+0.8;Momentum:+0.6;LowVol:+0.5 | NoMargin | 7 | 25 | 4.4 | trailing 10% | 104 | 16.3 | Volatile | 22.3 | 4.09 | 3.5 | 164 | -47 | 32 | 49 | false | Rebalance | Shift +1% to bonds from equity | -15 | -30 | BrokerA | MKT | 87 | null | null | Normal monitoring | 73 | -44 | 83 | 5 | false | Tighten stops on momentum names |
P2150 | Cautious | Roth | USD | 2025-10-05 | 697,430 | 69,868 | 627,562 | 1 | 44.7 | 41.3 | 0 | 14 | IEF:18.0%;HYG:22.0%;BND:16.0%;VTI:22.0%;TSLA:22.0% | US:71.0;EU:10.5;APAC:13.2;EM:3.7;Other:1.6 | Value:-0.3;Growth:+0.9;Quality:+0.9;Size:+0.2;Momentum:-0.7;LowVol:-0.4 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 5 | 25 | 4 | trailing 8% | 135 | 14.4 | Sideways | 18 | 3.87 | 2.4 | 113 | 10 | 55 | 49 | false | Buy | Add to core equity +1% | 21 | 14 | BrokerC | MKT | 99 | null | null | Normal monitoring | -60 | -13 | 1 | 3 | false | Within IPS guidelines |
P2151 | Cautious | IRA | USD | 2024-12-05 | 161,533 | 18,358 | 143,175 | 1 | 35.9 | 34.7 | 14.4 | 15 | IEF:26.4%;QQQ:26.4%;BRK.B:20.7%;AMZN:26.4% | US:66.8;EU:13.7;APAC:9.7;EM:7.4;Other:2.4 | Value:-0.8;Growth:-1.0;Quality:-0.2;Size:0.0;Momentum:+0.3;LowVol:0.0 | ESGOnly;NoMargin | 7 | 35 | 5.8 | trailing 8% | 145 | 14 | Bear | 28.2 | 3.58 | 1.3 | 176 | -117 | 5 | 67 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -32 | BrokerD | MKT | 86 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 83 | -55 | 107 | 4 | false | Within IPS guidelines |
P2152 | Active | IRA | USD | 2025-02-12 | 669,126 | 70,791 | 598,335 | 1.19 | 51.8 | 21.6 | 19.1 | 7.5 | HYG:33.3%;MUB:33.3%;XLF:33.3% | US:68.8;EU:14.9;APAC:4.9;EM:10.2;Other:1.3 | Value:-0.3;Growth:+0.6;Quality:-0.2;Size:+0.3;Momentum:-0.5;LowVol:+0.2 | MaxPos5% | 10 | 30 | 4.4 | trailing 9% | 165 | 27.6 | Bear | 33 | 3.55 | 3 | 153 | 33 | 55 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | 6 | BrokerB | MKT | 92 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 115 | 17 | 121 | 4 | true | Increase defensive factor exposure |
P2153 | Active | 401k | USD | 2025-12-20 | 1,516,635 | 132,752 | 1,383,883 | 1 | 61.4 | 24.6 | 7.8 | 6.2 | VNQ:22.8%;XLF:19.3%;AAPL:12.4%;MUB:22.8%;TLT:22.8% | US:63.6;EU:17.8;APAC:6.8;EM:10.5;Other:1.2 | Value:+0.2;Growth:+0.7;Quality:-0.4;Size:+0.4;Momentum:-0.2;LowVol:-0.4 | MaxPos5% | 10 | 35 | 5.7 | trailing 9% | 215 | 25.2 | Volatile | 29.9 | 3.79 | 2.1 | 115 | -1 | 53 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 19 | -5 | BrokerC | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -30 | -57 | -49 | 5 | false | Monitor dispersion and breadth |
P2154 | Cautious | Taxable | USD | 2025-05-28 | 570,142 | 61,343 | 508,799 | 1 | 42.5 | 31.6 | 14.6 | 11.3 | TLT:20.8%;QQQ:21.0%;GLD:8.5%;MSFT:9.2%;MUB:21.0%;VTI:19.3% | US:56.5;EU:18.6;APAC:12.0;EM:10.3;Other:2.7 | Value:-0.6;Growth:+0.3;Quality:-0.8;Size:-0.7;Momentum:-0.5;LowVol:+0.5 | ESGOnly;MaxPos5%;NoMargin | 7 | 25 | 5.7 | trailing 8% | 126 | 19.4 | Sideways | 17.9 | 4.3 | 3.4 | 125 | 35 | 62 | 49 | false | Buy | Add to core equity +1% | -5 | -2 | BrokerA | LMT | 96 | null | null | Normal monitoring | 60 | -23 | 38 | 4 | false | Tighten stops on momentum names |
P2155 | Hands-off | Taxable | USD | 2025-10-03 | 650,702 | 35,996 | 614,706 | 1 | 68.2 | 18.5 | 3.5 | 9.8 | IEF:24.2%;MSFT:15.6%;XLF:11.8%;BRK.B:24.2%;BND:24.2% | US:68.3;EU:6.1;APAC:15.7;EM:6.7;Other:3.2 | Value:+0.6;Growth:+1.0;Quality:+0.6;Size:-0.0;Momentum:-0.2;LowVol:+1.0 | MaxPos5%;NoDerivatives | 10 | 30 | 5.2 | trailing 8% | 164 | 19.4 | Volatile | 24.8 | 5.23 | 4.4 | 156 | 33 | 67 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | -27 | BrokerA | LMT | 97 | VAR>budget | Pause | Risk above budget threshold | 79 | -27 | 76 | 2 | false | Tighten stops on momentum names |
P2156 | Opportunistic | Taxable | USD | 2025-06-10 | 588,530 | 31,137 | 557,393 | 1 | 61.5 | 13.9 | 18.9 | 5.7 | XLF:37.2%;BRK.B:25.5%;AMZN:37.2% | US:66.3;EU:13.6;APAC:6.3;EM:8.8;Other:5.0 | Value:+0.5;Growth:+0.1;Quality:+0.5;Size:-0.8;Momentum:+0.5;LowVol:+0.4 | null | 7 | 25 | 4.8 | hard 12% | 169 | 34.4 | Sideways | 18.4 | 4.46 | 2.6 | 117 | 25 | 57 | 45 | false | Buy | Add to core equity +1% | 35 | -40 | BrokerB | MKT | 85 | null | null | Normal monitoring | 1 | -17 | 67 | 5 | false | Within IPS guidelines |
P2157 | Systematic | Trust | USD | 2025-10-21 | 928,601 | 82,221 | 846,380 | 1 | 62.7 | 31.5 | 0 | 5.8 | VOO:20.2%;MSFT:22.3%;BND:22.3%;IEF:22.3%;VTI:12.9% | US:60.3;EU:17.4;APAC:7.1;EM:11.0;Other:4.2 | Value:-0.3;Growth:-0.3;Quality:-0.9;Size:+0.8;Momentum:+0.1;LowVol:+0.5 | null | 6 | 35 | 5 | trailing 8% | 226 | 17.7 | Volatile | 31.6 | 4.83 | 2.8 | 120 | -6 | 33 | 86 | true | Rebalance | Rebalance back to target bands | -4 | -1 | BrokerD | LMT | 86 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -29 | -29 | -11 | 3 | false | Within IPS guidelines |
P2158 | Cautious | Trust | USD | 2025-04-21 | 637,788 | 64,832 | 572,956 | 1 | 44.8 | 31.8 | 7.3 | 16.1 | BRK.B:26.6%;VTI:26.6%;HYG:26.6%;TSLA:20.3% | US:65.6;EU:11.3;APAC:17.0;EM:5.3;Other:0.8 | Value:+0.1;Growth:+0.4;Quality:-0.5;Size:+0.3;Momentum:-0.8;LowVol:+0.3 | ESGOnly;MaxPos7%;NoMargin | 6 | 30 | 6 | hard 10% | 129 | 12.8 | Volatile | 25 | 4.74 | 3.6 | 179 | 35 | 53 | 46 | false | Buy | Add to core equity +1% | -10 | -40 | BrokerD | LMT | 88 | null | null | Normal monitoring | 36 | -50 | 163 | 3 | false | Increase defensive factor exposure |
P2159 | Active | 401k | USD | 2025-08-23 | 990,241 | 84,822 | 905,419 | 1 | 65.1 | 20.2 | 7.7 | 7 | TSLA:22.8%;AAPL:25.7%;QQQ:25.7%;MSFT:25.7% | US:57.6;EU:20.3;APAC:13.1;EM:5.3;Other:3.7 | Value:+0.3;Growth:+0.4;Quality:-0.1;Size:+0.2;Momentum:+0.8;LowVol:-0.5 | MaxPos8%;NoDerivatives | 10 | 35 | 5.2 | hard 12% | 162 | 20.3 | Bear | 30.3 | 4.08 | 1.4 | 196 | 9 | 41 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -27 | BrokerA | VWAP | 90 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 89 | -12 | 87 | 2 | false | Increase defensive factor exposure |
P2160 | Cautious | IRA | USD | 2025-10-31 | 616,986 | 62,942 | 554,044 | 1 | 44.3 | 33.8 | 10.5 | 11.5 | MUB:23.0%;TLT:23.0%;HYG:23.0%;BND:23.0%;VTI:7.8% | US:71.0;EU:14.3;APAC:6.2;EM:7.9;Other:0.6 | Value:-0.9;Growth:-0.7;Quality:-0.1;Size:+0.3;Momentum:+0.1;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 4.8 | hard 10% | 141 | 15.2 | Volatile | 29 | 4.23 | 2.9 | 118 | -17 | 48 | 69 | false | Buy | Add to core equity +1% | -15 | -8 | BrokerA | MKT | 87 | null | null | Normal monitoring | 36 | 2 | 80 | 3 | false | Increase defensive factor exposure |
P2161 | Opportunistic | Roth | USD | 2025-06-13 | 1,514,230 | 77,307 | 1,436,923 | 1 | 63.5 | 10.1 | 22 | 4.5 | MSFT:25.7%;AAPL:23.9%;TSLA:25.7%;IEF:24.7% | US:65.0;EU:8.2;APAC:13.7;EM:10.5;Other:2.6 | Value:-0.2;Growth:+0.7;Quality:+0.3;Size:-1.0;Momentum:-0.9;LowVol:-0.0 | NoDerivatives | 7 | 35 | 6.9 | hard 12% | 263 | 20.9 | Volatile | 25.7 | 5.41 | 3.6 | 124 | 9 | 41 | 60 | false | Buy | Add to core equity +1% | -8 | -18 | BrokerC | MKT | 89 | null | null | Normal monitoring | 115 | 17 | 248 | 3 | false | Within IPS guidelines |
P2162 | Hands-off | IRA | USD | 2025-04-12 | 699,210 | 46,669 | 652,541 | 1 | 57.2 | 20.6 | 13 | 9.2 | VTI:16.3%;XLF:20.1%;QQQ:23.6%;AMZN:23.6%;BND:16.3% | US:66.1;EU:15.6;APAC:10.2;EM:5.4;Other:2.7 | Value:-0.1;Growth:+0.7;Quality:-0.6;Size:+0.9;Momentum:+0.6;LowVol:+0.9 | null | 10 | 35 | 4.4 | hard 10% | 147 | 15.6 | Volatile | 31.9 | 3.58 | 2.9 | 139 | 8 | 53 | 85 | true | Rebalance | Rebalance back to target bands | 30 | -38 | BrokerC | LMT | 93 | VAR>budget | TightenStops | Risk above budget threshold | 64 | -36 | 61 | 5 | false | Tax-aware sells next window |
P2163 | Opportunistic | Trust | USD | 2025-02-15 | 931,848 | 42,172 | 889,676 | 1 | 72.9 | 19.3 | 0.5 | 7.4 | BRK.B:6.9%;TSLA:16.0%;GLD:21.1%;IEF:21.1%;TLT:14.0%;VOO:21.1% | US:65.4;EU:13.0;APAC:7.5;EM:9.5;Other:4.6 | Value:+1.0;Growth:+1.0;Quality:+0.2;Size:+0.3;Momentum:+0.4;LowVol:-0.6 | MaxPos5% | 7 | 25 | 6.6 | trailing 7% | 173 | 25.8 | Bear | 26.4 | 3.62 | 2.6 | 188 | -38 | 42 | 81 | true | Rebalance | Rebalance back to target bands | 5 | 5 | BrokerB | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 112 | -15 | 80 | 4 | false | Increase defensive factor exposure |
P2164 | Active | Roth | USD | 2025-02-05 | 1,720,039 | 160,311 | 1,559,728 | 1 | 52.2 | 28.1 | 13.9 | 5.8 | TSLA:17.3%;HYG:17.6%;AMZN:15.5%;VTI:20.2%;IEF:9.2%;BND:20.2% | US:66.4;EU:20.5;APAC:6.3;EM:4.7;Other:2.1 | Value:+0.2;Growth:-0.6;Quality:-0.9;Size:-0.1;Momentum:+0.5;LowVol:-0.9 | MaxPos7% | 6 | 35 | 5.3 | trailing 8% | 163 | 20.3 | Bull | 16.7 | 4.27 | 3.4 | 90 | 78 | 100 | 34 | false | Rebalance | Shift +1% to bonds from equity | 35 | -26 | BrokerB | LMT | 93 | null | null | Normal monitoring | -60 | -17 | -27 | 4 | false | Tax-aware sells next window |
P2165 | Hands-off | 401k | USD | 2025-10-30 | 196,768 | 10,255 | 186,513 | 1 | 56.8 | 25.1 | 12.4 | 5.7 | BND:33.3%;VNQ:33.3%;TSLA:33.3% | US:71.2;EU:13.5;APAC:10.1;EM:4.3;Other:0.8 | Value:-0.6;Growth:-0.4;Quality:+0.6;Size:+0.5;Momentum:-0.9;LowVol:-0.6 | null | 5 | 25 | 3.1 | hard 10% | 141 | 18.2 | Sideways | 18.7 | 4.09 | 2.4 | 125 | 16 | 72 | 52 | false | Sell | Trim extended winner -1% | -12 | -32 | BrokerD | MKT | 90 | null | null | Normal monitoring | 63 | -53 | 171 | 4 | false | Within IPS guidelines |
P2166 | Hands-off | IRA | USD | 2025-06-28 | 622,896 | 54,310 | 568,586 | 1 | 59.9 | 29.2 | 4 | 6.9 | MSFT:35.1%;TSLA:29.7%;BRK.B:35.1% | US:62.4;EU:15.8;APAC:13.6;EM:5.5;Other:2.7 | Value:-0.5;Growth:-0.5;Quality:-0.6;Size:-0.1;Momentum:-0.1;LowVol:+0.6 | ESGOnly | 8 | 30 | 4.3 | trailing 8% | 120 | 12.3 | Volatile | 29.8 | 3.91 | 2.6 | 111 | 70 | 71 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | 6 | BrokerC | MKT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -60 | -40 | 18 | 5 | false | Within IPS guidelines |
P2167 | Active | Taxable | USD | 2024-10-20 | 1,367,990 | 132,880 | 1,235,110 | 1 | 58.4 | 22.8 | 8.8 | 9.9 | MUB:20.8%;TSLA:26.5%;AAPL:11.1%;VNQ:15.1%;IEF:26.5% | US:74.1;EU:10.2;APAC:5.6;EM:7.6;Other:2.5 | Value:-0.6;Growth:+0.1;Quality:+0.8;Size:-0.5;Momentum:+0.1;LowVol:-0.3 | null | 7 | 30 | 5.8 | trailing 8% | 211 | 19.6 | Sideways | 21.4 | 4.41 | 2.5 | 104 | 17 | 69 | 66 | false | Buy | Add to core equity +1% | -14 | -15 | BrokerB | VWAP | 88 | null | null | Normal monitoring | 2 | -4 | 17 | 4 | false | Increase defensive factor exposure |
P2168 | Hands-off | Trust | USD | 2024-10-02 | 589,330 | 53,876 | 535,454 | 1 | 55.6 | 23.5 | 14.9 | 6 | MUB:21.2%;XLF:22.9%;MSFT:27.9%;BND:27.9% | US:77.4;EU:9.8;APAC:6.7;EM:5.3;Other:0.8 | Value:-0.4;Growth:-0.7;Quality:-0.7;Size:+0.2;Momentum:+0.8;LowVol:+0.6 | null | 10 | 30 | 3.8 | trailing 8% | 152 | 17.7 | Volatile | 23.9 | 5.19 | 3.5 | 123 | 25 | 66 | 54 | true | Hedge | Buy index puts 1% notional | 30 | -37 | BrokerB | MKT | 97 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -55 | -13 | 12 | 4 | false | Increase defensive factor exposure |
P2169 | Hands-off | 401k | USD | 2025-08-31 | 152,462 | 9,174 | 143,288 | 1 | 72.7 | 19 | 1.2 | 7.2 | IEF:27.9%;MUB:27.4%;HYG:27.9%;VOO:16.7% | US:68.0;EU:8.0;APAC:6.6;EM:14.4;Other:2.9 | Value:-0.1;Growth:-0.3;Quality:+0.3;Size:-0.1;Momentum:-0.3;LowVol:+0.7 | MaxPos6% | 10 | 35 | 3.2 | hard 10% | 113 | 18.6 | Volatile | 23.6 | 4.19 | 4.5 | 124 | 53 | 65 | 63 | false | Rebalance | Shift +1% to bonds from equity | 4 | 14 | BrokerB | LMT | 90 | null | null | Normal monitoring | -48 | 19 | 64 | 3 | false | Tighten stops on momentum names |
P2170 | Cautious | IRA | USD | 2025-01-17 | 337,674 | 51,093 | 286,581 | 1 | 36.9 | 41.9 | 6 | 15.2 | GLD:33.3%;BND:33.3%;AAPL:33.3% | US:65.7;EU:8.9;APAC:12.8;EM:8.2;Other:4.4 | Value:+0.6;Growth:-0.2;Quality:-0.2;Size:-0.6;Momentum:+0.4;LowVol:+0.7 | MaxPos7%;NoMargin | 7 | 30 | 3.6 | trailing 10% | 131 | 17 | Volatile | 31.1 | 5.32 | 2.1 | 114 | -34 | 37 | 73 | true | Rebalance | Rebalance back to target bands | 21 | -18 | BrokerD | LMT | 98 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 115 | -52 | 85 | 2 | false | Within IPS guidelines |
P2171 | Active | Roth | USD | 2024-10-17 | 1,711,637 | 187,533 | 1,524,104 | 1.11 | 55.8 | 27.6 | 8.1 | 8.5 | VNQ:14.1%;IEF:20.3%;QQQ:16.3%;XLF:12.7%;AMZN:20.3%;VOO:16.3% | US:68.3;EU:19.0;APAC:5.8;EM:3.3;Other:3.6 | Value:+0.7;Growth:+0.9;Quality:-0.7;Size:-0.8;Momentum:+0.9;LowVol:-1.0 | MaxPos6%;NoDerivatives | 10 | 35 | 5.6 | trailing 8% | 152 | 20.6 | Sideways | 20.2 | 3.9 | 2.7 | 96 | 32 | 62 | 48 | false | Rebalance | Shift +1% to bonds from equity | 26 | -34 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 9 | 1 | 5 | 3 | false | Within IPS guidelines |
P2172 | Systematic | 401k | USD | 2025-08-19 | 1,102,828 | 53,206 | 1,049,622 | 1 | 55.8 | 29.3 | 6.2 | 8.7 | IEF:21.1%;VOO:19.0%;VTI:15.0%;VNQ:16.6%;AMZN:7.4%;TSLA:20.9% | US:74.3;EU:6.5;APAC:9.7;EM:7.0;Other:2.5 | Value:-0.3;Growth:-0.0;Quality:-0.5;Size:-0.6;Momentum:+0.1;LowVol:-0.6 | MaxPos7% | 7 | 35 | 5.5 | trailing 8% | 126 | 25.2 | Bull | 15.2 | 3.91 | 2.8 | 116 | 106 | 91 | 51 | false | Hedge | Add TLT +1% as duration hedge | -4 | -15 | BrokerD | LMT | 88 | null | null | Normal monitoring | 38 | 10 | 101 | 3 | false | Monitor dispersion and breadth |
P2173 | Cautious | Taxable | USD | 2025-09-07 | 242,848 | 38,566 | 204,282 | 1 | 46.9 | 41.4 | 0.6 | 11.1 | TLT:21.3%;VTI:21.3%;BRK.B:12.6%;GLD:16.1%;QQQ:16.2%;AAPL:12.6% | US:61.5;EU:10.3;APAC:13.5;EM:10.8;Other:3.9 | Value:-0.9;Growth:-0.1;Quality:+0.1;Size:-0.7;Momentum:+0.6;LowVol:+0.2 | NoMargin | 5 | 25 | 5.1 | hard 10% | 114 | 13.9 | Sideways | 18.9 | 4.34 | 3.1 | 111 | -4 | 42 | 36 | false | Sell | Trim extended winner -1% | 6 | -34 | BrokerA | LMT | 95 | null | null | Normal monitoring | -13 | 7 | 35 | 5 | false | Increase defensive factor exposure |
P2174 | Hands-off | Trust | USD | 2025-11-05 | 243,353 | 13,988 | 229,365 | 1 | 56.6 | 17.4 | 19.1 | 6.9 | VNQ:23.4%;IEF:17.6%;GLD:23.4%;VOO:23.4%;BRK.B:12.2% | US:70.7;EU:9.5;APAC:10.5;EM:5.7;Other:3.6 | Value:+0.1;Growth:-0.2;Quality:+0.9;Size:+0.4;Momentum:+0.5;LowVol:-0.4 | NoDerivatives | 10 | 35 | 4 | trailing 8% | 168 | 12.9 | Volatile | 28.6 | 5.35 | 4.4 | 136 | 18 | 70 | 79 | true | Hedge | Buy index puts 1% notional | 6 | -11 | BrokerB | LMT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 89 | -20 | 170 | 3 | false | Tighten stops on momentum names |
P2175 | Cautious | IRA | USD | 2024-11-13 | 778,163 | 123,248 | 654,915 | 1 | 35 | 37.6 | 16.4 | 11 | MSFT:14.1%;AMZN:15.6%;GLD:23.4%;TLT:23.4%;TSLA:23.4% | US:62.9;EU:17.3;APAC:9.8;EM:8.8;Other:1.2 | Value:-0.3;Growth:-0.7;Quality:-0.6;Size:-0.4;Momentum:-0.3;LowVol:+0.1 | ESGOnly;NoMargin | 5 | 30 | 5.1 | trailing 8% | 115 | 17.1 | Sideways | 17.8 | 3.64 | 2.4 | 96 | 30 | 51 | 31 | false | Buy | Add to core equity +1% | 32 | -6 | BrokerC | LMT | 97 | null | null | Normal monitoring | -52 | -18 | -38 | 5 | false | Tax-aware sells next window |
P2176 | Opportunistic | Taxable | USD | 2025-12-17 | 692,406 | 48,268 | 644,138 | 1.06 | 75.2 | 10.4 | 8.4 | 6.1 | BND:12.4%;QQQ:20.3%;TLT:15.5%;IEF:20.6%;HYG:10.9%;MSFT:20.3% | US:65.9;EU:17.5;APAC:5.0;EM:8.2;Other:3.4 | Value:-0.9;Growth:+0.7;Quality:+0.3;Size:+0.5;Momentum:+0.4;LowVol:+0.4 | NoDerivatives | 8 | 25 | 6.9 | trailing 7% | 240 | 20.3 | Bull | 16.2 | 3.85 | 2.6 | 100 | 34 | 53 | 65 | false | Rebalance | Shift +1% to bonds from equity | 23 | -36 | BrokerA | VWAP | 88 | null | null | Normal monitoring | 90 | 8 | 60 | 4 | false | Increase defensive factor exposure |
P2177 | Cautious | Roth | USD | 2025-11-04 | 764,381 | 120,031 | 644,350 | 1 | 40 | 31.2 | 18.8 | 10 | BRK.B:12.1%;BND:25.4%;VNQ:14.2%;QQQ:22.8%;TSLA:25.4% | US:65.9;EU:14.5;APAC:7.2;EM:8.8;Other:3.5 | Value:+0.4;Growth:-0.8;Quality:+0.8;Size:+0.7;Momentum:-1.0;LowVol:+0.7 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 4.8 | trailing 8% | 121 | 18.4 | Bear | 23.9 | 3.47 | 2.6 | 139 | -103 | 13 | 41 | false | Rebalance | Shift +1% to bonds from equity | 16 | -3 | BrokerA | VWAP | 93 | null | null | Normal monitoring | -6 | -12 | 102 | 3 | false | Within IPS guidelines |
P2178 | Hands-off | Roth | USD | 2025-03-04 | 851,366 | 70,006 | 781,360 | 1 | 68.5 | 18.9 | 6.4 | 6.2 | QQQ:25.1%;BRK.B:25.1%;XLF:24.6%;IEF:25.1% | US:67.7;EU:13.6;APAC:8.6;EM:6.7;Other:3.4 | Value:+0.9;Growth:-0.5;Quality:+0.8;Size:+0.5;Momentum:-1.0;LowVol:+0.2 | null | 7 | 30 | 4 | trailing 8% | 95 | 12.6 | Sideways | 17.9 | 4.05 | 2.4 | 116 | 1 | 57 | 55 | false | NoAction | Within bands; monitor | 21 | -10 | BrokerD | MKT | 0 | null | null | Normal monitoring | -8 | 4 | 29 | 4 | false | Tighten stops on momentum names |
P2179 | Cautious | IRA | USD | 2025-01-01 | 208,526 | 16,974 | 191,552 | 1 | 50.1 | 30.5 | 5.1 | 14.3 | XLF:35.3%;TSLA:29.4%;MSFT:35.3% | US:66.1;EU:7.2;APAC:12.4;EM:11.6;Other:2.8 | Value:-0.6;Growth:-0.7;Quality:0.0;Size:+0.3;Momentum:+1.0;LowVol:+0.6 | ESGOnly;MaxPos7%;NoMargin | 7 | 35 | 4.7 | trailing 10% | 167 | 17.4 | Bull | 13.6 | 3.62 | 2.3 | 107 | 104 | 100 | 46 | false | NoAction | Within bands; monitor | 20 | -7 | BrokerD | LMT | 96 | null | null | Normal monitoring | -37 | -9 | 3 | 5 | false | Tighten stops on momentum names |
P2180 | Hands-off | IRA | USD | 2025-08-25 | 295,979 | 16,501 | 279,478 | 1 | 68.4 | 23.4 | 0 | 8.3 | IEF:22.1%;XLF:17.1%;BRK.B:16.7%;MUB:22.1%;BND:22.1% | US:66.8;EU:15.4;APAC:11.2;EM:4.7;Other:2.0 | Value:+0.4;Growth:-0.1;Quality:-0.8;Size:+0.4;Momentum:+0.5;LowVol:-0.3 | null | 6 | 35 | 3.3 | trailing 8% | 167 | 12.6 | Bear | 22.2 | 3.39 | 1.4 | 178 | -66 | 26 | 66 | false | Sell | Trim extended winner -1% | -1 | -1 | BrokerA | MKT | 87 | null | null | Normal monitoring | 30 | 0 | 94 | 4 | false | Tax-aware sells next window |
P2181 | Opportunistic | IRA | USD | 2025-06-30 | 1,480,764 | 112,084 | 1,368,680 | 1 | 65 | 14.1 | 14.4 | 6.6 | QQQ:24.5%;VOO:24.5%;HYG:13.8%;GLD:21.6%;BND:15.6% | US:71.0;EU:8.2;APAC:5.7;EM:10.4;Other:4.6 | Value:-0.8;Growth:-0.4;Quality:+0.3;Size:+0.5;Momentum:+0.2;LowVol:-0.3 | MaxPos8% | 8 | 25 | 6.2 | trailing 7% | 267 | 33.2 | Bull | 17.8 | 3.98 | 2.4 | 105 | 39 | 55 | 52 | false | Buy | Add to core equity +1% | 14 | -40 | BrokerA | MKT | 97 | null | null | Normal monitoring | 103 | 12 | 76 | 3 | false | Tighten stops on momentum names |
P2182 | Active | Roth | USD | 2025-06-24 | 1,467,770 | 108,476 | 1,359,294 | 1 | 61.2 | 30.3 | 0 | 8.5 | TSLA:30.9%;GLD:34.6%;TLT:34.6% | US:61.2;EU:13.0;APAC:13.3;EM:9.8;Other:2.9 | Value:+0.9;Growth:+0.6;Quality:+1.0;Size:+0.9;Momentum:+0.4;LowVol:-0.9 | NoDerivatives | 10 | 25 | 5.8 | trailing 8% | 146 | 23.8 | Bull | 15.9 | 4.68 | 3.5 | 115 | 115 | 100 | 46 | false | Hedge | Add TLT +1% as duration hedge | -4 | -4 | BrokerC | MKT | 100 | null | null | Normal monitoring | 65 | 16 | 59 | 3 | false | Tighten stops on momentum names |
P2183 | Systematic | Roth | USD | 2025-10-21 | 1,787,109 | 132,109 | 1,655,000 | 1 | 59.5 | 34.2 | 0 | 6.4 | TLT:8.8%;BRK.B:21.5%;VTI:8.3%;VNQ:21.5%;AAPL:19.4%;GLD:20.5% | US:67.5;EU:6.9;APAC:17.2;EM:7.2;Other:1.2 | Value:-0.9;Growth:-0.9;Quality:+0.9;Size:+0.8;Momentum:+0.9;LowVol:-0.1 | null | 5 | 25 | 5 | hard 12% | 211 | 27.6 | Bull | 16.2 | 4.08 | 3.2 | 113 | 118 | 100 | 46 | false | Rebalance | Shift +1% to bonds from equity | -2 | -4 | BrokerB | MKT | 97 | null | null | Normal monitoring | -28 | 20 | 22 | 3 | false | Tax-aware sells next window |
P2184 | Cautious | Trust | USD | 2024-07-21 | 338,789 | 51,550 | 287,239 | 1 | 47 | 35.4 | 1.8 | 15.8 | MSFT:33.3%;QQQ:33.3%;VNQ:33.3% | US:68.2;EU:5.6;APAC:14.3;EM:11.1;Other:0.7 | Value:+0.7;Growth:+0.7;Quality:+0.9;Size:-0.6;Momentum:+0.7;LowVol:+0.6 | NoMargin | 5 | 35 | 3.7 | hard 10% | 119 | 17.2 | Bull | 11.5 | 4.43 | 2.7 | 115 | 108 | 90 | 37 | false | Sell | Trim extended winner -1% | 12 | -16 | BrokerD | LMT | 92 | null | null | Normal monitoring | -5 | -30 | 130 | 3 | false | Increase defensive factor exposure |
P2185 | Hands-off | IRA | USD | 2025-10-06 | 638,866 | 35,420 | 603,446 | 1 | 65.5 | 20.2 | 4.9 | 9.3 | IEF:30.9%;VTI:34.5%;BRK.B:34.5% | US:63.6;EU:16.3;APAC:7.7;EM:9.5;Other:2.9 | Value:+0.4;Growth:+0.6;Quality:-0.3;Size:-0.6;Momentum:+0.9;LowVol:-0.9 | ESGOnly;NoDerivatives | 10 | 35 | 4.7 | trailing 8% | 142 | 19.4 | Bear | 32.2 | 3.62 | 3 | 136 | -70 | 6 | 87 | true | Rebalance | Rebalance back to target bands | -4 | -14 | BrokerA | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -35 | -34 | 53 | 3 | false | Tax-aware sells next window |
P2186 | Cautious | IRA | USD | 2025-08-21 | 461,289 | 69,829 | 391,460 | 1 | 41.7 | 43.8 | 0 | 14.5 | MUB:19.3%;TSLA:25.6%;VNQ:27.6%;VTI:27.6% | US:72.2;EU:6.8;APAC:13.1;EM:4.8;Other:3.1 | Value:-0.8;Growth:+0.7;Quality:+0.5;Size:-0.9;Momentum:-0.1;LowVol:+0.2 | ESGOnly;MaxPos8%;NoMargin | 7 | 35 | 3.6 | trailing 8% | 157 | 14 | Volatile | 21 | 4.23 | 3 | 129 | 78 | 93 | 47 | false | Rebalance | Shift +1% to bonds from equity | 18 | 1 | BrokerD | MKT | 96 | null | null | Normal monitoring | -44 | -10 | -54 | 3 | false | Monitor dispersion and breadth |
P2187 | Cautious | 401k | USD | 2024-07-30 | 604,353 | 63,658 | 540,695 | 1 | 37.8 | 33.5 | 11.6 | 17.2 | XLF:25.9%;VNQ:25.9%;IEF:22.2%;TLT:25.9% | US:67.5;EU:18.1;APAC:7.6;EM:5.1;Other:1.6 | Value:-0.3;Growth:0.0;Quality:+0.9;Size:+0.9;Momentum:-0.9;LowVol:+0.8 | ESGOnly;NoMargin | 8 | 30 | 4.2 | trailing 8% | 106 | 17.8 | Volatile | 26.5 | 5.23 | 2.4 | 135 | -16 | 38 | 48 | false | Sell | Trim extended winner -1% | -4 | -34 | BrokerB | VWAP | 92 | null | null | Normal monitoring | 59 | -34 | 173 | 5 | false | Monitor dispersion and breadth |
P2188 | Active | IRA | USD | 2025-11-24 | 2,059,507 | 176,060 | 1,883,447 | 1.22 | 53.1 | 18.8 | 18.3 | 9.8 | MUB:33.3%;AAPL:33.3%;MSFT:33.3% | US:69.7;EU:10.2;APAC:11.6;EM:5.6;Other:2.9 | Value:-0.7;Growth:-1.0;Quality:-0.7;Size:+0.3;Momentum:+0.1;LowVol:-1.0 | null | 7 | 30 | 4.2 | hard 12% | 129 | 20.5 | Bear | 23.9 | 3.93 | 1.8 | 171 | -4 | 36 | 55 | false | NoAction | Within bands; monitor | 22 | -10 | BrokerD | LMT | 93 | null | null | Normal monitoring | 100 | 14 | 175 | 4 | false | Tighten stops on momentum names |
P2189 | Systematic | IRA | USD | 2025-08-11 | 1,283,398 | 109,231 | 1,174,167 | 1 | 55.2 | 27.8 | 8.8 | 8.3 | VTI:33.3%;VOO:33.3%;GLD:33.3% | US:64.1;EU:11.1;APAC:10.3;EM:11.6;Other:2.9 | Value:-0.7;Growth:-0.7;Quality:+0.7;Size:+0.6;Momentum:+0.6;LowVol:+0.8 | MaxPos5% | 10 | 35 | 4.1 | trailing 8% | 163 | 21.4 | Volatile | 21.2 | 5.44 | 3.1 | 139 | 1 | 55 | 50 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -3 | BrokerC | MKT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -6 | -39 | 31 | 2 | false | Monitor dispersion and breadth |
P2190 | Hands-off | IRA | USD | 2025-05-23 | 351,068 | 27,800 | 323,268 | 1 | 68.4 | 25.1 | 0 | 6.5 | QQQ:13.2%;VNQ:21.6%;BRK.B:11.0%;BND:21.6%;VOO:11.1%;AAPL:21.6% | US:69.2;EU:13.4;APAC:8.0;EM:7.3;Other:2.1 | Value:-0.5;Growth:+0.4;Quality:-0.1;Size:-0.1;Momentum:+0.6;LowVol:-0.0 | MaxPos5% | 6 | 35 | 4.2 | hard 10% | 128 | 15.4 | Sideways | 19.7 | 4.95 | 3.1 | 134 | 55 | 90 | 68 | false | Sell | Trim extended winner -1% | 9 | -17 | BrokerC | MKT | 85 | null | null | Normal monitoring | 52 | -23 | 66 | 4 | false | Increase defensive factor exposure |
P2191 | Hands-off | Roth | USD | 2025-03-17 | 819,344 | 50,873 | 768,471 | 1 | 63.5 | 19.1 | 11.6 | 5.8 | HYG:29.9%;VOO:35.0%;VNQ:35.0% | US:71.0;EU:11.8;APAC:7.1;EM:8.5;Other:1.6 | Value:-0.3;Growth:-0.1;Quality:-0.4;Size:-0.2;Momentum:-0.6;LowVol:-0.1 | NoDerivatives | 8 | 35 | 4.3 | hard 10% | 138 | 12.9 | Bear | 33.3 | 4.44 | 2 | 141 | -76 | 13 | 91 | true | Hedge | Buy index puts 1% notional | 19 | -39 | BrokerC | LMT | 97 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 103 | -15 | 63 | 2 | false | Increase defensive factor exposure |
P2192 | Hands-off | Taxable | USD | 2025-05-11 | 494,966 | 40,614 | 454,352 | 1 | 60.7 | 18.4 | 12.8 | 8 | TLT:22.4%;IEF:17.9%;VTI:13.7%;AMZN:10.7%;MUB:12.8%;GLD:22.4% | US:71.1;EU:7.1;APAC:11.7;EM:10.0;Other:0.1 | Value:0.0;Growth:-0.5;Quality:-0.6;Size:-0.5;Momentum:-0.8;LowVol:+0.2 | ESGOnly | 6 | 35 | 3.4 | trailing 8% | 95 | 15.9 | Bear | 34.3 | 3.73 | 1.5 | 148 | -30 | 26 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | -14 | BrokerB | LMT | 98 | VAR>budget | TightenStops | Risk above budget threshold | 92 | -13 | 114 | 3 | true | Within IPS guidelines |
P2193 | Active | Taxable | USD | 2024-12-19 | 1,560,433 | 99,602 | 1,460,831 | 1 | 51 | 21.6 | 19.1 | 8.3 | GLD:23.1%;VTI:12.4%;MSFT:23.1%;TLT:23.1%;TSLA:18.3% | US:59.2;EU:9.1;APAC:15.7;EM:13.2;Other:2.8 | Value:+0.3;Growth:+0.7;Quality:-0.3;Size:+0.5;Momentum:-0.7;LowVol:+0.7 | MaxPos5% | 7 | 25 | 5.9 | trailing 8% | 213 | 22.1 | Bull | 15.1 | 4.68 | 2.9 | 75 | 64 | 94 | 46 | false | Buy | Add to core equity +1% | 7 | 11 | BrokerC | MKT | 94 | null | null | Normal monitoring | -21 | -34 | 114 | 4 | false | Tax-aware sells next window |
P2194 | Hands-off | 401k | USD | 2025-01-17 | 440,769 | 39,396 | 401,373 | 1 | 58.1 | 23.7 | 9.1 | 9 | BRK.B:11.3%;VNQ:24.2%;AMZN:12.7%;IEF:15.6%;TSLA:12.0%;VOO:24.2% | US:64.6;EU:13.7;APAC:11.7;EM:5.8;Other:4.3 | Value:-0.5;Growth:+0.3;Quality:+0.9;Size:+0.1;Momentum:+0.9;LowVol:0.0 | ESGOnly | 5 | 35 | 4.3 | hard 10% | 149 | 12 | Sideways | 16.9 | 3.79 | 2.1 | 122 | -13 | 29 | 41 | false | Rebalance | Shift +1% to bonds from equity | 0 | 10 | BrokerD | MKT | 87 | null | null | Normal monitoring | 119 | -2 | 92 | 5 | false | Tax-aware sells next window |
P2195 | Active | Taxable | USD | 2024-11-01 | 2,316,893 | 267,732 | 2,049,161 | 1 | 55.9 | 20.1 | 16.5 | 7.5 | QQQ:33.3%;MUB:33.3%;AMZN:33.3% | US:60.8;EU:9.4;APAC:15.2;EM:13.4;Other:1.3 | Value:+0.1;Growth:-0.4;Quality:-0.2;Size:-0.3;Momentum:-0.9;LowVol:-1.0 | null | 5 | 30 | 4.2 | trailing 8% | 159 | 20.7 | Bull | 12 | 4.59 | 2.9 | 119 | 87 | 89 | 43 | false | Buy | Add to core equity +1% | 32 | 9 | BrokerC | VWAP | 90 | null | null | Normal monitoring | -30 | -16 | 95 | 4 | false | Monitor dispersion and breadth |
P2196 | Hands-off | IRA | USD | 2025-02-06 | 259,406 | 15,990 | 243,416 | 1 | 65 | 27 | 0 | 8.1 | XLF:20.9%;GLD:26.4%;TSLA:26.4%;AAPL:26.4% | US:63.8;EU:7.7;APAC:16.6;EM:11.2;Other:0.8 | Value:-0.0;Growth:+0.7;Quality:0.0;Size:-0.0;Momentum:-0.1;LowVol:+0.7 | null | 6 | 35 | 4.6 | trailing 10% | 100 | 19.4 | Sideways | 21.2 | 4.75 | 2.3 | 125 | -6 | 46 | 55 | false | Rebalance | Shift +1% to bonds from equity | 3 | -19 | BrokerB | MKT | 88 | null | null | Normal monitoring | 13 | -34 | 40 | 3 | false | Monitor dispersion and breadth |
P2197 | Cautious | IRA | USD | 2024-10-26 | 174,699 | 22,691 | 152,008 | 1 | 44.1 | 42.3 | 0 | 13.5 | AAPL:33.3%;AMZN:33.3%;VTI:33.3% | US:62.3;EU:20.7;APAC:9.4;EM:3.8;Other:3.9 | Value:-1.0;Growth:-0.4;Quality:+0.8;Size:-0.8;Momentum:-0.5;LowVol:+0.6 | NoMargin | 8 | 25 | 5.3 | trailing 8% | 107 | 14.7 | Volatile | 21.5 | 4.15 | 3.2 | 165 | 44 | 60 | 44 | false | Sell | Trim extended winner -1% | 28 | -12 | BrokerB | MKT | 99 | null | null | Normal monitoring | -53 | -46 | -59 | 4 | false | Within IPS guidelines |
P2198 | Active | Trust | USD | 2025-05-26 | 1,166,883 | 100,988 | 1,065,895 | 1 | 67.5 | 20.5 | 6.1 | 5.9 | TLT:20.8%;HYG:14.4%;VOO:19.7%;IEF:11.8%;QQQ:16.2%;VTI:17.1% | US:74.8;EU:5.2;APAC:7.3;EM:9.9;Other:2.8 | Value:-0.2;Growth:-0.4;Quality:+0.9;Size:+0.1;Momentum:-0.6;LowVol:+0.1 | null | 5 | 25 | 5.4 | trailing 9% | 125 | 23.1 | Bear | 24.6 | 4.42 | 1.5 | 131 | 12 | 56 | 62 | true | Rebalance | Rebalance back to target bands | 23 | -10 | BrokerB | MKT | 92 | VAR>budget | Hedge | Risk above budget threshold | 59 | -51 | 109 | 2 | false | Tighten stops on momentum names |
P2199 | Systematic | IRA | USD | 2024-10-01 | 545,486 | 24,073 | 521,413 | 1 | 56 | 23 | 11.5 | 9.5 | AMZN:12.9%;BND:23.0%;AAPL:14.4%;MSFT:17.2%;IEF:23.0%;TLT:9.6% | US:64.5;EU:10.0;APAC:14.3;EM:10.5;Other:0.6 | Value:-0.8;Growth:-0.2;Quality:+0.1;Size:+0.9;Momentum:-0.7;LowVol:-0.9 | NoDerivatives | 5 | 25 | 4.6 | trailing 9% | 130 | 17.1 | Bear | 25.8 | 4.44 | 2.3 | 189 | -116 | 5 | 64 | false | NoAction | Within bands; monitor | 16 | 10 | BrokerA | LMT | 89 | null | null | Normal monitoring | -56 | 19 | 30 | 3 | false | Within IPS guidelines |
P2200 | Active | Roth | USD | 2025-03-17 | 885,429 | 68,231 | 817,198 | 1 | 65.2 | 19.1 | 8.1 | 7.6 | AMZN:21.7%;GLD:14.4%;MSFT:12.4%;XLF:14.7%;IEF:15.1%;QQQ:21.7% | US:68.5;EU:10.6;APAC:12.3;EM:6.7;Other:1.8 | Value:+0.6;Growth:+0.6;Quality:+0.5;Size:-0.4;Momentum:+0.2;LowVol:+0.2 | NoDerivatives | 5 | 25 | 4.5 | trailing 9% | 230 | 20.5 | Sideways | 18.4 | 4.64 | 2.8 | 97 | 55 | 84 | 61 | false | Buy | Add to core equity +1% | 3 | -16 | BrokerC | VWAP | 100 | null | null | Normal monitoring | 38 | -9 | 55 | 4 | false | Tax-aware sells next window |
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