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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P2301 | Hands-off | Taxable | USD | 2025-11-30 | 464,605 | 23,069 | 441,536 | 1 | 63.1 | 17 | 14 | 6 | HYG:21.4%;XLF:20.1%;MUB:10.5%;AAPL:9.7%;QQQ:21.4%;VNQ:16.7% | US:69.6;EU:15.2;APAC:5.2;EM:9.5;Other:0.5 | Value:+0.6;Growth:+0.5;Quality:-0.1;Size:+0.1;Momentum:-0.7;LowVol:+0.2 | ESGOnly;MaxPos8% | 10 | 25 | 3.5 | trailing 8% | 118 | 19.2 | Volatile | 20.5 | 3.7 | 3 | 144 | 35 | 67 | 49 | false | Buy | Add to core equity +1% | -3 | -34 | BrokerB | MKT | 95 | null | null | Normal monitoring | 33 | -1 | 127 | 3 | false | Tighten stops on momentum names |
P2302 | Hands-off | Trust | USD | 2024-10-17 | 627,102 | 50,014 | 577,088 | 1 | 60.7 | 21.9 | 8 | 9.4 | VOO:14.2%;BRK.B:8.0%;AMZN:17.6%;HYG:17.5%;BND:21.4%;GLD:21.4% | US:61.6;EU:19.5;APAC:7.2;EM:7.6;Other:4.1 | Value:-0.8;Growth:+0.3;Quality:+0.6;Size:-0.2;Momentum:+0.2;LowVol:+0.1 | ESGOnly | 5 | 25 | 5.1 | hard 10% | 119 | 16.3 | Bull | 17.7 | 4.65 | 2.5 | 113 | 61 | 94 | 46 | false | Sell | Trim extended winner -1% | -15 | -34 | BrokerC | LMT | 87 | null | null | Normal monitoring | 104 | -31 | 200 | 5 | false | Monitor dispersion and breadth |
P2303 | Cautious | IRA | USD | 2025-12-16 | 366,475 | 43,936 | 322,539 | 1 | 45.7 | 36.8 | 6 | 11.5 | GLD:19.3%;MSFT:18.8%;BRK.B:9.4%;BND:16.6%;HYG:20.7%;VOO:15.3% | US:69.4;EU:8.9;APAC:12.4;EM:8.6;Other:0.7 | Value:-0.2;Growth:+0.9;Quality:+0.4;Size:-0.2;Momentum:+0.2;LowVol:-0.4 | NoMargin | 5 | 30 | 5.9 | trailing 8% | 113 | 12.1 | Bull | 16.3 | 4.51 | 3.4 | 96 | 78 | 75 | 31 | false | Sell | Trim extended winner -1% | 9 | -37 | BrokerA | MKT | 88 | null | null | Normal monitoring | -20 | -8 | 37 | 3 | false | Monitor dispersion and breadth |
P2304 | Opportunistic | IRA | USD | 2025-11-20 | 608,121 | 36,144 | 571,977 | 1.25 | 68.1 | 18.3 | 9.6 | 4.1 | GLD:25.1%;BND:25.1%;XLF:25.1%;IEF:24.6% | US:69.3;EU:13.8;APAC:9.8;EM:5.2;Other:1.9 | Value:-0.5;Growth:+0.8;Quality:-0.5;Size:+0.3;Momentum:-0.4;LowVol:-0.6 | MaxPos8%;NoDerivatives | 7 | 30 | 5.1 | hard 12% | 254 | 23.6 | Sideways | 14.4 | 4.12 | 2.6 | 123 | -20 | 41 | 43 | false | Rebalance | Shift +1% to bonds from equity | 16 | -31 | BrokerC | LMT | 98 | null | null | Normal monitoring | 37 | -34 | 119 | 4 | false | Within IPS guidelines |
P2305 | Active | IRA | USD | 2024-08-09 | 573,757 | 40,927 | 532,830 | 1 | 62.7 | 18.7 | 10.3 | 8.3 | TLT:24.9%;IEF:15.5%;BND:20.7%;VNQ:24.9%;HYG:13.9% | US:72.7;EU:13.4;APAC:5.9;EM:5.1;Other:2.9 | Value:-0.9;Growth:-0.5;Quality:+0.3;Size:+0.4;Momentum:-0.5;LowVol:-0.3 | MaxPos7% | 5 | 25 | 6 | trailing 8% | 128 | 27.1 | Bull | 12.2 | 4.63 | 2.3 | 98 | 101 | 100 | 52 | false | Buy | Add to core equity +1% | 34 | -1 | BrokerB | MKT | 93 | null | null | Normal monitoring | 40 | -36 | 125 | 5 | false | Tighten stops on momentum names |
P2306 | Cautious | IRA | USD | 2025-03-07 | 745,444 | 73,090 | 672,354 | 1 | 42.4 | 38.4 | 3.2 | 15.9 | BND:16.3%;VNQ:15.1%;IEF:11.6%;VOO:21.0%;GLD:15.1%;QQQ:21.0% | US:64.6;EU:16.6;APAC:6.1;EM:8.4;Other:4.3 | Value:+0.2;Growth:+0.3;Quality:-0.7;Size:+0.2;Momentum:-0.0;LowVol:-1.0 | NoMargin | 6 | 30 | 5.7 | trailing 8% | 162 | 16.9 | Bear | 31.5 | 3.57 | 2.8 | 182 | -72 | 24 | 67 | false | Buy | Add to core equity +1% | 31 | -19 | BrokerD | MKT | 95 | null | null | Normal monitoring | 109 | -59 | 112 | 5 | false | Tighten stops on momentum names |
P2307 | Hands-off | Roth | USD | 2024-08-07 | 783,985 | 40,426 | 743,559 | 1 | 61.8 | 25.8 | 3.7 | 8.7 | MUB:25.3%;GLD:24.2%;QQQ:25.3%;MSFT:25.3% | US:72.2;EU:8.6;APAC:9.4;EM:8.6;Other:1.2 | Value:-0.3;Growth:-0.7;Quality:-0.7;Size:+0.9;Momentum:-0.0;LowVol:+0.8 | null | 6 | 25 | 4.7 | trailing 10% | 127 | 14 | Volatile | 25.9 | 4.62 | 4 | 180 | -6 | 50 | 74 | true | Hedge | Buy index puts 1% notional | 22 | 1 | BrokerD | MKT | 94 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 117 | -2 | 210 | 2 | false | Monitor dispersion and breadth |
P2308 | Cautious | Taxable | USD | 2025-01-16 | 811,622 | 102,407 | 709,215 | 1 | 42.2 | 39.3 | 1.7 | 16.8 | IEF:24.7%;MSFT:24.7%;VNQ:16.8%;TSLA:15.9%;GLD:17.9% | US:65.1;EU:14.7;APAC:8.0;EM:8.4;Other:3.7 | Value:+0.4;Growth:+0.5;Quality:+0.8;Size:-0.7;Momentum:-0.3;LowVol:+0.7 | NoMargin | 8 | 25 | 3 | hard 10% | 164 | 13.4 | Bull | 13.1 | 4.99 | 2.1 | 96 | 86 | 100 | 35 | false | Buy | Add to core equity +1% | 2 | 4 | BrokerC | LMT | 98 | null | null | Normal monitoring | -2 | -25 | 99 | 3 | false | Within IPS guidelines |
P2309 | Active | 401k | USD | 2025-06-12 | 1,339,449 | 121,240 | 1,218,209 | 1 | 58 | 31.3 | 3.5 | 7.2 | AAPL:22.1%;BND:22.1%;VNQ:14.0%;IEF:10.1%;TSLA:18.8%;BRK.B:13.0% | US:67.2;EU:14.5;APAC:6.2;EM:9.7;Other:2.4 | Value:+0.5;Growth:-0.4;Quality:0.0;Size:+0.7;Momentum:+0.6;LowVol:-0.0 | null | 5 | 35 | 4.1 | trailing 8% | 211 | 24.3 | Bull | 13.7 | 3.74 | 2.2 | 88 | 96 | 100 | 39 | true | Reduce | Cut high-beta by 2-3%, add cash | 12 | -10 | BrokerA | LMT | 91 | VAR>budget | Reduce | Risk above budget threshold | -56 | -30 | -65 | 3 | true | Within IPS guidelines |
P2310 | Active | Roth | USD | 2025-08-23 | 1,185,962 | 118,862 | 1,067,100 | 1 | 68.7 | 20.9 | 3.7 | 6.7 | IEF:19.6%;MSFT:26.8%;BRK.B:26.8%;TSLA:26.8% | US:69.1;EU:10.5;APAC:8.6;EM:9.8;Other:2.0 | Value:-0.1;Growth:-0.7;Quality:+0.6;Size:-0.9;Momentum:-0.2;LowVol:+0.8 | NoDerivatives | 6 | 25 | 5.5 | trailing 8% | 152 | 27.7 | Volatile | 26.4 | 4.55 | 3.6 | 160 | -30 | 38 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | 2 | BrokerA | MKT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 69 | -2 | 56 | 5 | false | Tighten stops on momentum names |
P2311 | Systematic | IRA | USD | 2025-12-11 | 464,141 | 44,091 | 420,050 | 1 | 57.6 | 34.5 | 2.2 | 5.7 | IEF:33.3%;BRK.B:33.3%;VOO:33.3% | US:66.0;EU:8.4;APAC:13.3;EM:9.8;Other:2.5 | Value:+0.5;Growth:-0.1;Quality:-0.6;Size:-0.2;Momentum:+0.6;LowVol:+1.0 | null | 8 | 35 | 4.2 | trailing 8% | 144 | 25.1 | Bear | 34.4 | 3.89 | 2.5 | 172 | 29 | 77 | 75 | true | Hedge | Buy index puts 1% notional | -7 | -7 | BrokerD | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 114 | 8 | 82 | 5 | false | Monitor dispersion and breadth |
P2312 | Cautious | Roth | USD | 2025-07-13 | 194,200 | 27,337 | 166,863 | 1 | 48.4 | 39 | 0 | 12.6 | QQQ:10.7%;HYG:16.9%;AMZN:22.0%;TSLA:22.0%;BRK.B:11.0%;MSFT:17.6% | US:63.6;EU:8.6;APAC:13.0;EM:10.4;Other:4.4 | Value:-0.4;Growth:+0.2;Quality:+0.3;Size:-0.2;Momentum:-0.1;LowVol:-0.2 | ESGOnly;MaxPos6%;NoMargin | 5 | 30 | 3 | hard 10% | 91 | 14.6 | Bull | 11.7 | 3.83 | 3.2 | 70 | 18 | 48 | 28 | false | Sell | Trim extended winner -1% | -11 | -20 | BrokerA | LMT | 88 | null | null | Normal monitoring | 56 | -52 | 194 | 5 | false | Within IPS guidelines |
P2313 | Hands-off | IRA | USD | 2025-07-10 | 467,734 | 23,156 | 444,578 | 1 | 67.6 | 23.9 | 0 | 8.5 | VNQ:33.3%;MUB:33.3%;MSFT:33.3% | US:67.0;EU:5.9;APAC:13.2;EM:11.2;Other:2.7 | Value:-0.7;Growth:-0.3;Quality:-0.5;Size:+0.4;Momentum:+0.3;LowVol:-0.4 | ESGOnly;MaxPos6% | 7 | 30 | 3.8 | trailing 10% | 111 | 18.3 | Bull | 14.4 | 4.54 | 2.4 | 79 | 97 | 89 | 40 | false | Rebalance | Shift +1% to bonds from equity | 18 | -23 | BrokerA | MKT | 99 | null | null | Normal monitoring | 6 | 15 | 82 | 5 | false | Monitor dispersion and breadth |
P2314 | Opportunistic | IRA | USD | 2024-09-04 | 1,104,546 | 85,478 | 1,019,068 | 1 | 67.6 | 16.2 | 11.3 | 4.9 | TLT:30.0%;BRK.B:35.0%;MSFT:35.0% | US:66.5;EU:17.9;APAC:5.9;EM:6.7;Other:2.9 | Value:0.0;Growth:+0.7;Quality:-0.8;Size:-0.6;Momentum:-0.5;LowVol:+0.3 | null | 8 | 30 | 5.7 | hard 12% | 244 | 24.8 | Bull | 11.9 | 4.19 | 3.3 | 86 | 11 | 53 | 36 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -33 | BrokerA | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 100 | -44 | 82 | 4 | false | Tax-aware sells next window |
P2315 | Cautious | Taxable | USD | 2024-09-08 | 233,301 | 19,525 | 213,776 | 1 | 52.6 | 31.1 | 1.9 | 14.4 | QQQ:19.7%;GLD:21.3%;TSLA:29.5%;VNQ:29.5% | US:75.3;EU:7.3;APAC:9.3;EM:5.2;Other:2.9 | Value:-0.5;Growth:-0.2;Quality:+0.5;Size:-1.0;Momentum:-0.0;LowVol:+0.9 | NoMargin | 5 | 30 | 3.9 | trailing 8% | 107 | 18.9 | Volatile | 28.2 | 4.29 | 3.1 | 173 | 68 | 95 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | -39 | BrokerD | MKT | 92 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 97 | -15 | 144 | 3 | false | Tighten stops on momentum names |
P2316 | Systematic | Roth | USD | 2025-12-21 | 1,696,675 | 168,561 | 1,528,114 | 1 | 61.8 | 21.5 | 11 | 5.6 | BRK.B:29.7%;AMZN:20.0%;TSLA:20.6%;VOO:29.7% | US:70.3;EU:17.7;APAC:6.2;EM:3.3;Other:2.5 | Value:-0.2;Growth:-0.6;Quality:+0.9;Size:+0.7;Momentum:-0.7;LowVol:-0.7 | NoDerivatives | 7 | 25 | 4.5 | trailing 9% | 136 | 27.2 | Sideways | 19.8 | 4.01 | 3.1 | 116 | 46 | 74 | 46 | false | Rebalance | Shift +1% to bonds from equity | 21 | -26 | BrokerB | MKT | 97 | null | null | Normal monitoring | 69 | 11 | 95 | 3 | false | Increase defensive factor exposure |
P2317 | Systematic | IRA | USD | 2024-07-23 | 1,402,590 | 120,500 | 1,282,090 | 1 | 56.4 | 23.8 | 13.4 | 6.4 | XLF:24.8%;QQQ:17.5%;MUB:15.8%;BND:21.5%;IEF:20.4% | US:64.9;EU:12.0;APAC:15.3;EM:4.2;Other:3.5 | Value:+0.1;Growth:-0.0;Quality:-0.4;Size:+0.9;Momentum:-0.3;LowVol:-0.9 | MaxPos6% | 10 | 30 | 5.6 | trailing 8% | 223 | 19.9 | Volatile | 25.9 | 3.93 | 4.1 | 140 | 63 | 88 | 72 | true | Hedge | Buy index puts 1% notional | 2 | -31 | BrokerC | MKT | 96 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 14 | -41 | 111 | 3 | false | Tighten stops on momentum names |
P2318 | Systematic | Roth | USD | 2025-01-22 | 1,344,317 | 122,539 | 1,221,778 | 1 | 62.7 | 31 | 0 | 6.3 | HYG:9.0%;GLD:19.5%;IEF:16.9%;QQQ:12.0%;XLF:21.6%;TLT:20.9% | US:67.3;EU:15.2;APAC:9.2;EM:6.5;Other:1.9 | Value:0.0;Growth:+0.2;Quality:-0.6;Size:-0.1;Momentum:+0.1;LowVol:-0.0 | NoDerivatives | 7 | 35 | 4.5 | trailing 8% | 189 | 16.2 | Bear | 23.3 | 3.29 | 2.4 | 200 | -120 | 5 | 74 | true | Hedge | Buy index puts 1% notional | 6 | -3 | BrokerA | LMT | 91 | RegimeShift | Pause | Volatility spike and breadth deterioration | 99 | 9 | 106 | 3 | false | Within IPS guidelines |
P2319 | Opportunistic | 401k | USD | 2025-09-02 | 1,212,723 | 52,325 | 1,160,398 | 1 | 63 | 17.1 | 14.9 | 4.9 | IEF:18.5%;VOO:13.8%;XLF:22.8%;BRK.B:22.8%;BND:22.1% | US:70.6;EU:10.4;APAC:6.8;EM:8.4;Other:3.9 | Value:-0.7;Growth:-0.1;Quality:-0.6;Size:-0.6;Momentum:+0.2;LowVol:-0.4 | null | 10 | 25 | 6.1 | trailing 7% | 250 | 32.7 | Volatile | 26.7 | 4.42 | 3.4 | 118 | 44 | 68 | 67 | false | Sell | Trim extended winner -1% | -9 | 10 | BrokerD | MKT | 100 | null | null | Normal monitoring | -39 | -37 | 96 | 5 | false | Increase defensive factor exposure |
P2320 | Cautious | Taxable | USD | 2025-04-18 | 886,740 | 122,401 | 764,339 | 1 | 54.7 | 30.1 | 0 | 15.2 | TLT:22.8%;QQQ:22.8%;MSFT:14.8%;BRK.B:15.4%;AAPL:9.5%;VNQ:14.5% | US:60.7;EU:22.3;APAC:7.1;EM:7.8;Other:2.1 | Value:-0.2;Growth:-0.3;Quality:+0.9;Size:-0.4;Momentum:+0.9;LowVol:-0.6 | ESGOnly;MaxPos5%;NoMargin | 10 | 30 | 5.7 | trailing 8% | 113 | 14.4 | Bull | 14.5 | 4.51 | 2.9 | 106 | 21 | 74 | 36 | false | NoAction | Within bands; monitor | -11 | -8 | BrokerD | MKT | 0 | null | null | Normal monitoring | -43 | -51 | -45 | 3 | false | Monitor dispersion and breadth |
P2321 | Hands-off | 401k | USD | 2024-11-24 | 422,537 | 18,479 | 404,058 | 1 | 66.4 | 26.2 | 0 | 7.3 | TSLA:33.3%;XLF:33.3%;AMZN:33.3% | US:58.2;EU:21.6;APAC:12.5;EM:5.0;Other:2.7 | Value:-0.9;Growth:-0.8;Quality:-0.0;Size:+0.8;Momentum:-0.8;LowVol:-0.1 | null | 7 | 25 | 5.5 | hard 10% | 109 | 19.6 | Sideways | 17.1 | 3.93 | 2.2 | 97 | 37 | 72 | 48 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | 15 | BrokerA | LMT | 91 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 48 | -28 | 152 | 4 | false | Monitor dispersion and breadth |
P2322 | Active | 401k | USD | 2024-09-04 | 2,132,808 | 231,692 | 1,901,116 | 1 | 67.5 | 25.8 | 0 | 6.7 | AAPL:15.4%;VNQ:12.1%;MUB:25.4%;AMZN:21.8%;VOO:25.4% | US:69.4;EU:12.9;APAC:7.1;EM:6.5;Other:4.1 | Value:-0.2;Growth:-0.1;Quality:-0.1;Size:-0.9;Momentum:-0.6;LowVol:+0.6 | MaxPos7% | 6 | 25 | 4.9 | trailing 8% | 208 | 27.8 | Bull | 15 | 3.79 | 2 | 104 | 104 | 96 | 58 | false | Rebalance | Shift +1% to bonds from equity | 11 | 15 | BrokerC | MKT | 94 | null | null | Normal monitoring | -10 | 19 | -47 | 5 | false | Within IPS guidelines |
P2323 | Hands-off | Roth | USD | 2025-09-08 | 412,705 | 30,191 | 382,514 | 1 | 55.4 | 23.5 | 15.5 | 5.6 | HYG:7.1%;MSFT:20.6%;QQQ:19.5%;AAPL:20.4%;VTI:15.5%;XLF:16.8% | US:69.1;EU:12.4;APAC:7.2;EM:7.9;Other:3.4 | Value:-0.7;Growth:-0.3;Quality:-0.8;Size:+0.5;Momentum:+0.9;LowVol:+0.3 | null | 8 | 25 | 5.7 | trailing 10% | 156 | 16.7 | Sideways | 20.9 | 4.46 | 3.1 | 115 | 27 | 71 | 52 | false | Hedge | Add TLT +1% as duration hedge | 33 | 13 | BrokerD | LMT | 98 | null | null | Normal monitoring | -46 | 8 | 35 | 3 | false | Monitor dispersion and breadth |
P2324 | Active | Taxable | USD | 2025-08-21 | 1,760,284 | 109,347 | 1,650,937 | 1.1 | 63.3 | 28.8 | 0 | 7.8 | IEF:10.0%;MUB:24.0%;QQQ:23.2%;GLD:18.9%;BRK.B:24.0% | US:64.8;EU:14.9;APAC:10.8;EM:7.2;Other:2.2 | Value:-0.9;Growth:-0.6;Quality:-0.8;Size:0.0;Momentum:+0.3;LowVol:-0.7 | MaxPos7%;NoDerivatives | 10 | 30 | 5.6 | trailing 9% | 147 | 23.7 | Volatile | 20.5 | 3.9 | 3 | 130 | -26 | 35 | 48 | false | Buy | Add to core equity +1% | 22 | -22 | BrokerD | VWAP | 99 | null | null | Normal monitoring | 38 | -34 | 161 | 5 | false | Tax-aware sells next window |
P2325 | Cautious | IRA | USD | 2025-01-11 | 186,093 | 21,231 | 164,862 | 1 | 41.6 | 34.9 | 10.9 | 12.7 | MSFT:30.7%;VOO:34.6%;VTI:34.6% | US:67.0;EU:10.6;APAC:9.0;EM:9.2;Other:4.2 | Value:-0.1;Growth:+0.3;Quality:+0.7;Size:-0.4;Momentum:+0.8;LowVol:-0.1 | MaxPos5%;NoMargin | 7 | 30 | 5.7 | trailing 8% | 100 | 18.2 | Volatile | 20.4 | 4.07 | 2.5 | 129 | -20 | 27 | 54 | false | Buy | Add to core equity +1% | 5 | 2 | BrokerC | MKT | 100 | null | null | Normal monitoring | -31 | -7 | 95 | 3 | false | Tighten stops on momentum names |
P2326 | Hands-off | Taxable | USD | 2025-10-01 | 668,873 | 31,901 | 636,972 | 1 | 59.8 | 16 | 18.9 | 5.2 | VNQ:33.3%;BRK.B:33.3%;TSLA:33.3% | US:68.5;EU:9.6;APAC:7.5;EM:12.5;Other:1.8 | Value:+0.4;Growth:-0.1;Quality:+0.8;Size:+0.7;Momentum:+0.7;LowVol:+0.3 | MaxPos6%;NoDerivatives | 10 | 25 | 4.3 | trailing 10% | 148 | 15.6 | Bull | 13.6 | 4.23 | 3.3 | 93 | 71 | 76 | 34 | true | Hedge | Buy index puts 1% notional | -13 | -30 | BrokerA | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 95 | 20 | 190 | 5 | false | Within IPS guidelines |
P2327 | Active | IRA | USD | 2025-08-22 | 841,524 | 77,102 | 764,422 | 1.19 | 68.4 | 24.8 | 0 | 6.7 | AAPL:12.1%;HYG:13.7%;MUB:19.9%;VNQ:20.1%;MSFT:16.8%;BRK.B:17.3% | US:64.5;EU:16.5;APAC:7.1;EM:10.5;Other:1.4 | Value:+0.7;Growth:-0.7;Quality:+0.7;Size:-0.4;Momentum:0.0;LowVol:+0.8 | MaxPos6% | 10 | 25 | 5.3 | trailing 8% | 181 | 27.7 | Sideways | 16.3 | 4.76 | 2.3 | 109 | -5 | 54 | 55 | false | Buy | Add to core equity +1% | 5 | -28 | BrokerA | VWAP | 94 | null | null | Normal monitoring | -58 | -22 | -19 | 5 | false | Within IPS guidelines |
P2328 | Opportunistic | 401k | USD | 2024-10-09 | 1,226,442 | 84,500 | 1,141,942 | 1.17 | 63 | 14.5 | 13.5 | 9 | VNQ:33.3%;TSLA:33.3%;BND:33.3% | US:64.1;EU:17.3;APAC:9.8;EM:4.3;Other:4.5 | Value:+0.9;Growth:+0.3;Quality:+0.3;Size:+0.2;Momentum:+0.4;LowVol:+0.1 | null | 7 | 25 | 4.7 | trailing 9% | 254 | 23.3 | Sideways | 19.2 | 3.76 | 2.6 | 136 | -4 | 48 | 49 | false | Hedge | Add TLT +1% as duration hedge | 14 | 10 | BrokerC | VWAP | 88 | null | null | Normal monitoring | -14 | -13 | 111 | 3 | false | Increase defensive factor exposure |
P2329 | Active | 401k | USD | 2025-11-09 | 1,237,075 | 114,958 | 1,122,117 | 1 | 63.1 | 26.6 | 3 | 7.3 | HYG:21.5%;QQQ:21.5%;BRK.B:7.5%;BND:21.5%;VOO:21.5%;MSFT:6.3% | US:60.1;EU:8.6;APAC:15.5;EM:11.3;Other:4.5 | Value:-0.5;Growth:-0.1;Quality:-0.7;Size:+1.0;Momentum:-0.2;LowVol:-1.0 | null | 6 | 30 | 5.7 | hard 12% | 218 | 18.4 | Bear | 28.9 | 3.62 | 1.9 | 192 | -117 | 5 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | 10 | BrokerC | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -46 | -5 | 68 | 2 | false | Tax-aware sells next window |
P2330 | Systematic | IRA | USD | 2025-05-23 | 1,665,252 | 164,658 | 1,500,594 | 1 | 58.7 | 26.9 | 5.6 | 8.9 | XLF:33.3%;BND:33.3%;GLD:33.3% | US:65.5;EU:13.1;APAC:11.5;EM:6.7;Other:3.3 | Value:+0.8;Growth:-0.4;Quality:+0.8;Size:-0.3;Momentum:-0.2;LowVol:-0.8 | null | 6 | 25 | 5.9 | hard 12% | 121 | 25.7 | Bull | 11.1 | 4.26 | 2.5 | 119 | 14 | 72 | 41 | false | Rebalance | Shift +1% to bonds from equity | 15 | -34 | BrokerD | LMT | 96 | null | null | Normal monitoring | -8 | -11 | 23 | 5 | false | Monitor dispersion and breadth |
P2331 | Opportunistic | Roth | USD | 2025-09-15 | 464,443 | 20,219 | 444,224 | 1 | 66.2 | 21.9 | 2.9 | 9 | AMZN:19.7%;IEF:18.2%;GLD:21.0%;AAPL:20.2%;VTI:21.0% | US:63.3;EU:13.9;APAC:10.2;EM:10.6;Other:2.0 | Value:+0.3;Growth:-1.0;Quality:-0.8;Size:+0.6;Momentum:+0.5;LowVol:-0.5 | NoDerivatives | 6 | 35 | 5.9 | trailing 9% | 172 | 20.7 | Bull | 13.6 | 3.62 | 2.6 | 77 | 18 | 58 | 36 | false | Sell | Trim extended winner -1% | 0 | -26 | BrokerB | MKT | 96 | null | null | Normal monitoring | 86 | -3 | 145 | 5 | false | Monitor dispersion and breadth |
P2332 | Opportunistic | Taxable | USD | 2024-10-14 | 1,383,187 | 119,056 | 1,264,131 | 1 | 60.8 | 18.9 | 11.3 | 9 | MSFT:13.8%;AAPL:10.3%;IEF:25.5%;TLT:24.9%;MUB:25.5% | US:71.0;EU:10.0;APAC:13.7;EM:4.6;Other:0.8 | Value:+0.7;Growth:-1.0;Quality:-0.5;Size:0.0;Momentum:+0.2;LowVol:+0.1 | MaxPos5% | 6 | 25 | 5.9 | hard 12% | 193 | 23.9 | Volatile | 30.8 | 4.88 | 4.4 | 166 | -28 | 34 | 72 | true | Rebalance | Rebalance back to target bands | 33 | -24 | BrokerA | VWAP | 96 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 16 | -35 | 25 | 4 | true | Tighten stops on momentum names |
P2333 | Hands-off | Roth | USD | 2025-08-23 | 261,135 | 20,797 | 240,338 | 1 | 68.8 | 22.5 | 0 | 8.7 | VTI:29.5%;BND:21.5%;MSFT:19.5%;TSLA:29.5% | US:75.6;EU:5.7;APAC:8.8;EM:9.8;Other:0.1 | Value:+0.6;Growth:+0.8;Quality:+0.7;Size:+1.0;Momentum:-0.5;LowVol:-0.2 | MaxPos7% | 6 | 30 | 4.7 | hard 10% | 169 | 17.2 | Bull | 11.1 | 4.15 | 2.1 | 103 | 66 | 88 | 50 | false | Hedge | Add TLT +1% as duration hedge | -5 | -40 | BrokerA | LMT | 99 | null | null | Normal monitoring | -59 | -21 | -54 | 5 | false | Increase defensive factor exposure |
P2334 | Systematic | 401k | USD | 2025-07-28 | 1,578,676 | 119,392 | 1,459,284 | 1 | 59 | 31.8 | 0.1 | 9.1 | HYG:23.4%;AMZN:23.4%;VNQ:15.0%;BND:23.4%;VTI:14.8% | US:58.8;EU:15.7;APAC:13.0;EM:12.4;Other:0.1 | Value:+0.3;Growth:+0.1;Quality:+0.5;Size:+0.2;Momentum:-0.1;LowVol:-0.2 | MaxPos7% | 7 | 35 | 4.8 | trailing 8% | 132 | 21.8 | Bull | 17.2 | 4.73 | 2.8 | 81 | 23 | 60 | 46 | false | Rebalance | Shift +1% to bonds from equity | 21 | 11 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 112 | -40 | 172 | 5 | false | Tax-aware sells next window |
P2335 | Hands-off | Roth | USD | 2025-02-14 | 363,681 | 14,654 | 349,027 | 1 | 70.2 | 20 | 2.7 | 7.1 | AAPL:26.0%;BND:17.7%;IEF:28.2%;HYG:28.2% | US:64.6;EU:15.6;APAC:10.1;EM:7.2;Other:2.6 | Value:-0.8;Growth:+1.0;Quality:-0.5;Size:+1.0;Momentum:+0.3;LowVol:-0.5 | NoDerivatives | 10 | 30 | 5.7 | trailing 8% | 113 | 18.6 | Bear | 24 | 3.7 | 3 | 130 | -98 | 5 | 78 | true | Hedge | Buy index puts 1% notional | 11 | 0 | BrokerA | MKT | 100 | VAR>budget | Hedge | Risk above budget threshold | 45 | -32 | 14 | 2 | false | Monitor dispersion and breadth |
P2336 | Active | 401k | USD | 2024-12-14 | 2,454,795 | 154,750 | 2,300,045 | 1 | 62.9 | 28.4 | 3.6 | 5.2 | XLF:27.1%;VTI:27.1%;VOO:22.8%;GLD:23.0% | US:69.3;EU:9.6;APAC:13.3;EM:5.5;Other:2.3 | Value:+0.4;Growth:+0.3;Quality:+0.8;Size:-0.6;Momentum:+0.6;LowVol:+0.1 | NoDerivatives | 7 | 25 | 4.7 | hard 12% | 163 | 16.1 | Bull | 13.7 | 4.5 | 2.3 | 91 | 33 | 78 | 43 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | -5 | BrokerD | VWAP | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -40 | -11 | -38 | 3 | false | Monitor dispersion and breadth |
P2337 | Active | Trust | USD | 2024-07-24 | 1,178,827 | 124,343 | 1,054,484 | 1.17 | 68.1 | 22.9 | 3.1 | 5.9 | AAPL:13.9%;BRK.B:24.4%;VTI:22.9%;MUB:14.4%;MSFT:24.4% | US:73.9;EU:13.0;APAC:6.7;EM:3.8;Other:2.7 | Value:+0.7;Growth:-0.3;Quality:+0.8;Size:-0.4;Momentum:+1.0;LowVol:+0.5 | null | 5 | 30 | 5.6 | hard 12% | 181 | 21.4 | Volatile | 26.5 | 4.26 | 2.4 | 156 | 43 | 69 | 67 | true | Hedge | Buy index puts 1% notional | 29 | -11 | BrokerB | LMT | 90 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 10 | -29 | 4 | 2 | false | Increase defensive factor exposure |
P2338 | Cautious | 401k | USD | 2025-07-31 | 494,935 | 51,168 | 443,767 | 1 | 40.2 | 33.5 | 9.8 | 16.6 | AMZN:33.3%;BRK.B:33.3%;IEF:33.3% | US:63.5;EU:19.1;APAC:7.8;EM:5.5;Other:4.1 | Value:0.0;Growth:+0.8;Quality:-0.8;Size:+0.7;Momentum:-0.7;LowVol:+0.7 | NoDerivatives;NoMargin | 6 | 25 | 4.9 | trailing 8% | 151 | 12.8 | Bull | 13.2 | 4.16 | 3.3 | 79 | 57 | 83 | 22 | false | Buy | Add to core equity +1% | 19 | -16 | BrokerA | LMT | 100 | null | null | Normal monitoring | -16 | 12 | 105 | 5 | false | Increase defensive factor exposure |
P2339 | Opportunistic | IRA | USD | 2025-12-02 | 1,407,389 | 42,409 | 1,364,980 | 1 | 60.6 | 20.3 | 12.1 | 7 | AMZN:33.3%;IEF:33.3%;BND:33.3% | US:73.1;EU:6.6;APAC:9.0;EM:8.5;Other:2.9 | Value:+0.8;Growth:+1.0;Quality:-0.1;Size:-0.0;Momentum:-0.2;LowVol:-0.6 | MaxPos5% | 8 | 35 | 4.5 | trailing 7% | 260 | 31.4 | Bull | 17.6 | 3.61 | 3.5 | 112 | 115 | 100 | 45 | false | Sell | Trim extended winner -1% | 35 | -19 | BrokerD | VWAP | 94 | null | null | Normal monitoring | 4 | 9 | -15 | 5 | false | Increase defensive factor exposure |
P2340 | Active | Roth | USD | 2024-11-28 | 1,853,043 | 188,924 | 1,664,119 | 1 | 67.3 | 19.7 | 5.1 | 7.9 | VTI:26.4%;QQQ:20.9%;HYG:26.4%;VNQ:26.4% | US:70.4;EU:6.8;APAC:6.1;EM:12.4;Other:4.3 | Value:-0.1;Growth:-0.7;Quality:-0.6;Size:-0.6;Momentum:-0.6;LowVol:-0.6 | MaxPos7% | 5 | 25 | 5.8 | hard 12% | 161 | 17.6 | Sideways | 14.3 | 4.96 | 3.4 | 102 | 6 | 60 | 53 | false | Rebalance | Shift +1% to bonds from equity | 0 | 7 | BrokerD | MKT | 92 | null | null | Normal monitoring | -54 | -16 | -70 | 4 | false | Monitor dispersion and breadth |
P2341 | Opportunistic | IRA | USD | 2025-01-22 | 1,542,394 | 85,424 | 1,456,970 | 1.09 | 71.3 | 15.6 | 7.4 | 5.7 | AMZN:27.5%;MUB:17.0%;MSFT:27.8%;VOO:27.8% | US:69.7;EU:6.5;APAC:8.2;EM:15.1;Other:0.5 | Value:+0.2;Growth:+0.2;Quality:+0.1;Size:+0.6;Momentum:+0.6;LowVol:-0.6 | null | 6 | 25 | 6.3 | trailing 7% | 163 | 26.3 | Volatile | 28.3 | 3.97 | 2.8 | 119 | -53 | 14 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -15 | BrokerD | MKT | 88 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -32 | -44 | 7 | 5 | true | Within IPS guidelines |
P2342 | Cautious | Roth | USD | 2024-09-16 | 449,272 | 63,068 | 386,204 | 1 | 50.2 | 34.1 | 0 | 15.7 | BND:26.7%;BRK.B:26.7%;XLF:24.3%;MSFT:22.4% | US:61.3;EU:15.4;APAC:11.6;EM:7.7;Other:4.0 | Value:+1.0;Growth:-0.8;Quality:+0.4;Size:+0.2;Momentum:-0.0;LowVol:-0.4 | NoDerivatives;NoMargin | 10 | 30 | 5.6 | hard 10% | 91 | 15.1 | Bull | 16.8 | 4.99 | 2.1 | 114 | 77 | 100 | 46 | false | Sell | Trim extended winner -1% | -13 | 3 | BrokerA | LMT | 96 | null | null | Normal monitoring | 98 | -25 | 204 | 4 | false | Increase defensive factor exposure |
P2343 | Opportunistic | IRA | USD | 2024-07-15 | 556,673 | 20,346 | 536,327 | 1 | 65.6 | 11.6 | 17.8 | 5 | BND:25.6%;TSLA:25.6%;VTI:25.6%;GLD:23.1% | US:60.6;EU:17.7;APAC:8.4;EM:8.4;Other:5.0 | Value:-0.1;Growth:+0.2;Quality:+0.8;Size:+0.1;Momentum:-0.9;LowVol:+0.1 | MaxPos8% | 5 | 25 | 6.2 | hard 12% | 206 | 33.1 | Bull | 15 | 3.61 | 2.3 | 70 | 29 | 68 | 39 | false | Buy | Add to core equity +1% | 29 | -26 | BrokerB | LMT | 99 | null | null | Normal monitoring | 9 | -39 | 141 | 4 | false | Within IPS guidelines |
P2344 | Opportunistic | 401k | USD | 2025-08-19 | 737,245 | 47,842 | 689,403 | 1 | 66.1 | 14.1 | 15.5 | 4.4 | VTI:34.1%;BND:31.8%;QQQ:34.1% | US:59.6;EU:20.7;APAC:11.7;EM:7.4;Other:0.7 | Value:+0.6;Growth:+0.2;Quality:+0.6;Size:-0.6;Momentum:+1.0;LowVol:-0.7 | null | 8 | 25 | 5.6 | trailing 7% | 228 | 27.2 | Volatile | 23.1 | 5.5 | 3.4 | 124 | -51 | 17 | 63 | false | Sell | Trim extended winner -1% | 28 | -30 | BrokerB | MKT | 99 | null | null | Normal monitoring | -5 | 2 | 106 | 3 | false | Tax-aware sells next window |
P2345 | Cautious | 401k | USD | 2025-08-30 | 312,428 | 39,375 | 273,053 | 1 | 41.5 | 31.4 | 11.3 | 15.8 | HYG:26.2%;AMZN:26.2%;MUB:21.4%;XLF:26.2% | US:73.2;EU:7.9;APAC:6.9;EM:6.7;Other:5.3 | Value:+0.3;Growth:-0.9;Quality:-0.8;Size:-0.4;Momentum:-0.6;LowVol:-0.4 | ESGOnly;NoMargin | 6 | 25 | 4.2 | trailing 10% | 118 | 17.4 | Volatile | 21.2 | 4.22 | 4.1 | 128 | 37 | 71 | 49 | true | Hedge | Buy index puts 1% notional | 14 | 4 | BrokerB | LMT | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 92 | 13 | 89 | 5 | false | Tighten stops on momentum names |
P2346 | Active | 401k | USD | 2025-11-01 | 2,418,150 | 167,643 | 2,250,507 | 1 | 66.4 | 22.6 | 2.2 | 8.8 | XLF:21.2%;MUB:21.2%;MSFT:9.6%;AAPL:21.2%;AMZN:13.0%;BRK.B:13.8% | US:77.0;EU:7.2;APAC:7.4;EM:4.8;Other:3.6 | Value:-0.0;Growth:+0.1;Quality:-0.5;Size:-0.9;Momentum:+0.1;LowVol:+0.5 | null | 5 | 30 | 4.7 | trailing 9% | 187 | 22.2 | Bear | 33.1 | 3.05 | 1.3 | 150 | 40 | 76 | 76 | true | Hedge | Buy index puts 1% notional | -4 | -1 | BrokerA | MKT | 92 | VAR>budget | Hedge | Risk above budget threshold | 72 | -18 | 80 | 4 | true | Tighten stops on momentum names |
P2347 | Cautious | IRA | USD | 2025-09-06 | 708,600 | 69,783 | 638,817 | 1 | 39.6 | 44.9 | 1.6 | 13.9 | HYG:17.5%;VNQ:24.7%;VTI:17.2%;GLD:15.8%;MSFT:24.7% | US:66.9;EU:14.2;APAC:8.5;EM:10.4;Other:0.1 | Value:+0.9;Growth:-0.8;Quality:+0.5;Size:-0.4;Momentum:-0.9;LowVol:-0.0 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 4.7 | trailing 8% | 139 | 16.2 | Bear | 23.3 | 3.66 | 2.6 | 206 | -5 | 51 | 57 | false | Rebalance | Shift +1% to bonds from equity | -8 | -25 | BrokerD | LMT | 99 | null | null | Normal monitoring | 69 | -50 | 61 | 3 | false | Within IPS guidelines |
P2348 | Active | IRA | USD | 2025-06-30 | 2,363,736 | 172,251 | 2,191,485 | 1 | 62.5 | 26.4 | 5.5 | 5.6 | AMZN:27.9%;VNQ:17.5%;GLD:27.9%;XLF:26.8% | US:60.4;EU:15.4;APAC:11.9;EM:8.7;Other:3.6 | Value:+0.3;Growth:+0.5;Quality:-0.0;Size:+0.7;Momentum:+0.3;LowVol:+0.2 | MaxPos6% | 5 | 35 | 5.2 | trailing 8% | 179 | 25 | Bull | 14.4 | 4 | 3.4 | 78 | 60 | 91 | 48 | false | Sell | Trim extended winner -1% | -10 | 8 | BrokerB | VWAP | 86 | null | null | Normal monitoring | 88 | -23 | 102 | 4 | false | Monitor dispersion and breadth |
P2349 | Cautious | Roth | USD | 2024-12-06 | 568,563 | 90,861 | 477,702 | 1 | 42.9 | 44.4 | 1.4 | 11.2 | BRK.B:16.5%;IEF:24.6%;TSLA:24.6%;HYG:17.8%;GLD:16.5% | US:67.8;EU:17.7;APAC:6.3;EM:3.7;Other:4.5 | Value:+1.0;Growth:+0.9;Quality:+0.6;Size:+0.7;Momentum:-0.1;LowVol:+0.7 | NoMargin | 5 | 25 | 5 | trailing 8% | 138 | 14.2 | Bear | 32.8 | 4.05 | 2.6 | 153 | 27 | 73 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 34 | -11 | BrokerD | LMT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -41 | -28 | -21 | 4 | false | Tax-aware sells next window |
P2350 | Hands-off | Taxable | USD | 2025-04-02 | 339,252 | 23,902 | 315,350 | 1 | 58.5 | 28 | 8.5 | 5.1 | TSLA:23.3%;VOO:25.6%;GLD:25.6%;HYG:25.6% | US:66.1;EU:16.7;APAC:7.5;EM:7.8;Other:1.9 | Value:+0.7;Growth:+0.7;Quality:+0.1;Size:-0.5;Momentum:+0.2;LowVol:-0.2 | NoDerivatives | 8 | 25 | 4.6 | trailing 10% | 153 | 13.3 | Sideways | 20 | 4.97 | 3.4 | 123 | 5 | 48 | 58 | true | Hedge | Buy index puts 1% notional | 6 | -21 | BrokerC | LMT | 87 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -8 | -30 | 104 | 4 | false | Monitor dispersion and breadth |
P2351 | Active | Roth | USD | 2025-07-05 | 1,196,224 | 85,909 | 1,110,315 | 1.25 | 55.8 | 21.5 | 17.5 | 5.3 | VTI:18.4%;MSFT:17.8%;GLD:17.6%;HYG:20.7%;XLF:10.2%;VOO:15.2% | US:66.9;EU:11.1;APAC:11.0;EM:8.9;Other:2.2 | Value:+0.6;Growth:+0.5;Quality:+0.7;Size:+0.8;Momentum:-0.3;LowVol:-0.3 | MaxPos5% | 8 | 30 | 4.1 | trailing 8% | 168 | 27.5 | Volatile | 28.8 | 3.89 | 3.6 | 170 | 37 | 65 | 62 | false | Sell | Trim extended winner -1% | -2 | -23 | BrokerD | MKT | 93 | null | null | Normal monitoring | 15 | -58 | -15 | 3 | false | Tax-aware sells next window |
P2352 | Cautious | Taxable | USD | 2025-07-24 | 678,122 | 96,824 | 581,298 | 1 | 47.3 | 38.3 | 0 | 14.4 | VTI:19.3%;QQQ:26.9%;HYG:26.9%;MUB:26.9% | US:58.4;EU:12.7;APAC:13.9;EM:11.7;Other:3.3 | Value:+0.3;Growth:+0.5;Quality:-0.4;Size:+0.7;Momentum:+0.7;LowVol:+0.1 | NoMargin | 6 | 25 | 4.3 | trailing 10% | 151 | 16.9 | Bear | 34.5 | 3.18 | 3 | 199 | -49 | 12 | 68 | false | Rebalance | Shift +1% to bonds from equity | 9 | -19 | BrokerA | LMT | 86 | null | null | Normal monitoring | -51 | 4 | -45 | 5 | false | Monitor dispersion and breadth |
P2353 | Hands-off | 401k | USD | 2025-07-13 | 226,596 | 10,568 | 216,028 | 1 | 74.2 | 16 | 4.6 | 5.3 | VNQ:14.5%;MSFT:18.0%;XLF:19.3%;VTI:16.4%;MUB:18.9%;TLT:12.9% | US:64.8;EU:13.3;APAC:12.9;EM:3.9;Other:5.1 | Value:-0.3;Growth:+0.1;Quality:-0.8;Size:-0.2;Momentum:+0.6;LowVol:+0.3 | ESGOnly | 7 | 35 | 6 | hard 10% | 128 | 14.7 | Sideways | 15 | 4.9 | 2.6 | 116 | 6 | 50 | 56 | false | Sell | Trim extended winner -1% | 30 | 8 | BrokerB | MKT | 92 | null | null | Normal monitoring | -47 | -56 | -79 | 5 | false | Tax-aware sells next window |
P2354 | Active | Roth | USD | 2025-07-21 | 1,251,679 | 116,389 | 1,135,290 | 1.14 | 62.3 | 22 | 7.7 | 8 | QQQ:26.9%;IEF:21.9%;BND:27.6%;MUB:23.6% | US:70.1;EU:10.9;APAC:8.1;EM:10.6;Other:0.2 | Value:+0.9;Growth:+0.6;Quality:-0.3;Size:-0.7;Momentum:-0.3;LowVol:+0.1 | null | 5 | 35 | 4.3 | trailing 9% | 216 | 22.8 | Sideways | 17.8 | 3.52 | 3.2 | 107 | -5 | 56 | 60 | false | NoAction | Within bands; monitor | -7 | 6 | BrokerA | LMT | 100 | null | null | Normal monitoring | 79 | -21 | 211 | 3 | false | Tax-aware sells next window |
P2355 | Hands-off | Trust | USD | 2025-07-13 | 450,419 | 28,941 | 421,478 | 1 | 70.8 | 16.1 | 4.8 | 8.3 | IEF:14.0%;BND:17.8%;HYG:20.2%;VNQ:7.6%;TSLA:20.5%;VOO:19.8% | US:67.9;EU:7.9;APAC:12.8;EM:8.4;Other:2.9 | Value:+0.9;Growth:+1.0;Quality:+0.5;Size:0.0;Momentum:+0.8;LowVol:+0.5 | MaxPos8% | 8 | 25 | 5.6 | trailing 8% | 165 | 15.8 | Bull | 12.7 | 4.8 | 3.4 | 75 | 66 | 93 | 39 | false | Buy | Add to core equity +1% | 20 | -14 | BrokerD | MKT | 97 | null | null | Normal monitoring | 51 | 6 | 46 | 4 | false | Within IPS guidelines |
P2356 | Hands-off | 401k | USD | 2025-06-22 | 213,713 | 11,670 | 202,043 | 1 | 60 | 16.5 | 14.8 | 8.7 | IEF:33.3%;VOO:33.3%;TSLA:33.3% | US:64.2;EU:14.9;APAC:11.8;EM:7.2;Other:1.8 | Value:0.0;Growth:0.0;Quality:-0.9;Size:-1.0;Momentum:0.0;LowVol:+0.7 | ESGOnly;MaxPos8% | 10 | 25 | 3.9 | hard 10% | 129 | 13.8 | Bull | 11.9 | 3.85 | 2 | 88 | 64 | 92 | 36 | true | Hedge | Buy index puts 1% notional | 31 | -5 | BrokerD | VWAP | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -27 | -21 | 63 | 2 | false | Tax-aware sells next window |
P2357 | Hands-off | Trust | USD | 2025-06-24 | 301,220 | 13,915 | 287,305 | 1 | 65.3 | 16.2 | 11.8 | 6.7 | XLF:18.6%;VTI:13.3%;BND:21.5%;HYG:21.5%;IEF:9.9%;VOO:15.2% | US:59.6;EU:16.3;APAC:14.3;EM:6.8;Other:3.1 | Value:+0.8;Growth:+0.3;Quality:-0.7;Size:+0.3;Momentum:+0.7;LowVol:+0.8 | ESGOnly;NoDerivatives | 10 | 25 | 3.1 | hard 10% | 136 | 12.2 | Bull | 14.4 | 4.98 | 2 | 106 | 38 | 62 | 48 | false | NoAction | Within bands; monitor | -8 | -39 | BrokerC | MKT | 0 | null | null | Normal monitoring | 54 | -46 | 94 | 3 | false | Within IPS guidelines |
P2358 | Active | Taxable | USD | 2025-06-05 | 1,453,064 | 128,507 | 1,324,557 | 1 | 67.6 | 26.9 | 0 | 5.5 | MUB:16.4%;VNQ:17.2%;TSLA:14.4%;AAPL:19.5%;QQQ:13.5%;TLT:18.9% | US:64.9;EU:11.1;APAC:14.1;EM:8.1;Other:1.8 | Value:+0.7;Growth:0.0;Quality:-0.2;Size:-0.5;Momentum:+0.9;LowVol:+0.9 | MaxPos5% | 6 | 25 | 5.6 | trailing 9% | 204 | 20.1 | Bull | 15.8 | 4.23 | 2.7 | 114 | 20 | 51 | 47 | false | Rebalance | Shift +1% to bonds from equity | 29 | -40 | BrokerB | LMT | 94 | null | null | Normal monitoring | -19 | -51 | -39 | 3 | false | Within IPS guidelines |
P2359 | Opportunistic | Roth | USD | 2025-06-27 | 505,284 | 15,510 | 489,774 | 1 | 62.4 | 21.8 | 8.5 | 7.3 | GLD:17.2%;BND:16.5%;IEF:16.6%;VNQ:20.2%;VOO:21.8%;BRK.B:7.7% | US:71.6;EU:6.7;APAC:11.2;EM:10.0;Other:0.5 | Value:+0.7;Growth:-0.3;Quality:-0.5;Size:-0.9;Momentum:-0.9;LowVol:-0.2 | NoDerivatives | 8 | 30 | 4.8 | hard 12% | 263 | 31.9 | Bull | 16.1 | 3.96 | 2.9 | 94 | 78 | 100 | 42 | false | Sell | Trim extended winner -1% | 5 | 12 | BrokerD | MKT | 86 | null | null | Normal monitoring | 80 | -27 | 165 | 4 | false | Monitor dispersion and breadth |
P2360 | Cautious | IRA | USD | 2025-05-14 | 496,365 | 40,023 | 456,342 | 1 | 37.1 | 34.6 | 18.1 | 10.2 | TLT:15.8%;TSLA:11.7%;IEF:20.8%;AAPL:15.7%;BRK.B:15.0%;MSFT:20.8% | US:68.7;EU:14.4;APAC:8.0;EM:6.4;Other:2.5 | Value:+0.1;Growth:-0.8;Quality:-1.0;Size:+0.4;Momentum:+0.8;LowVol:-0.4 | NoDerivatives;NoMargin | 5 | 30 | 5.3 | trailing 10% | 126 | 12.2 | Volatile | 21.5 | 4.49 | 2.8 | 129 | -10 | 49 | 51 | true | Hedge | Buy index puts 1% notional | 21 | -2 | BrokerA | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 56 | -2 | 98 | 2 | false | Monitor dispersion and breadth |
P2361 | Active | Trust | USD | 2025-08-22 | 881,204 | 60,761 | 820,443 | 1 | 50.8 | 21.2 | 22 | 6 | XLF:14.9%;VNQ:22.0%;AAPL:19.2%;TLT:22.0%;VOO:22.0% | US:69.8;EU:7.4;APAC:14.3;EM:3.6;Other:4.9 | Value:+0.9;Growth:-0.3;Quality:-0.9;Size:+0.5;Momentum:-0.7;LowVol:-0.2 | null | 10 | 30 | 5.6 | trailing 8% | 225 | 24.9 | Sideways | 20.7 | 4.1 | 3.1 | 109 | 30 | 61 | 56 | false | Rebalance | Shift +1% to bonds from equity | 31 | -29 | BrokerA | MKT | 93 | null | null | Normal monitoring | 5 | -1 | 34 | 4 | false | Within IPS guidelines |
P2362 | Hands-off | 401k | USD | 2025-05-14 | 306,246 | 15,272 | 290,974 | 1 | 62.1 | 23.7 | 6.5 | 7.8 | XLF:10.5%;GLD:22.6%;BRK.B:22.6%;HYG:21.6%;MSFT:22.6% | US:73.0;EU:10.7;APAC:5.7;EM:9.2;Other:1.3 | Value:-0.4;Growth:+0.4;Quality:+0.4;Size:-0.2;Momentum:+0.4;LowVol:+0.6 | NoDerivatives | 6 | 35 | 5.3 | trailing 8% | 136 | 15.5 | Sideways | 20.4 | 4.17 | 3 | 92 | 55 | 72 | 66 | false | Sell | Trim extended winner -1% | 20 | 5 | BrokerC | LMT | 89 | null | null | Normal monitoring | 61 | -45 | 59 | 5 | false | Within IPS guidelines |
P2363 | Opportunistic | Trust | USD | 2025-03-21 | 1,282,511 | 107,673 | 1,174,838 | 1 | 64.7 | 17.5 | 11.4 | 6.4 | BND:33.3%;VOO:33.3%;BRK.B:33.3% | US:73.7;EU:7.3;APAC:6.4;EM:9.0;Other:3.6 | Value:-0.5;Growth:-0.2;Quality:-0.9;Size:-0.9;Momentum:-0.2;LowVol:+0.7 | MaxPos6% | 8 | 35 | 4.3 | hard 12% | 179 | 25.5 | Bull | 12.3 | 4.79 | 2.8 | 104 | 112 | 97 | 42 | false | Rebalance | Shift +1% to bonds from equity | 4 | 1 | BrokerA | MKT | 85 | null | null | Normal monitoring | -24 | 14 | -38 | 4 | false | Monitor dispersion and breadth |
P2364 | Active | Taxable | USD | 2025-06-17 | 579,948 | 51,873 | 528,075 | 1 | 58.3 | 20.1 | 13.7 | 7.9 | XLF:21.3%;HYG:23.2%;TLT:27.7%;VNQ:27.7% | US:67.5;EU:7.3;APAC:10.5;EM:12.8;Other:1.9 | Value:-0.4;Growth:-0.3;Quality:-0.5;Size:-0.6;Momentum:+0.4;LowVol:-0.1 | NoDerivatives | 10 | 35 | 5.7 | hard 12% | 120 | 16.4 | Bull | 14 | 3.84 | 3.2 | 106 | 30 | 69 | 38 | false | Rebalance | Shift +1% to bonds from equity | 11 | -1 | BrokerD | MKT | 86 | null | null | Normal monitoring | 67 | 19 | 104 | 4 | false | Tax-aware sells next window |
P2365 | Cautious | Taxable | USD | 2025-10-04 | 376,418 | 43,209 | 333,209 | 1 | 48 | 41.4 | 0 | 10.6 | VOO:21.2%;GLD:21.8%;BND:16.2%;MUB:21.8%;AAPL:18.9% | US:69.8;EU:15.0;APAC:7.2;EM:4.5;Other:3.4 | Value:-0.2;Growth:+0.5;Quality:+0.1;Size:-0.2;Momentum:0.0;LowVol:+0.5 | NoMargin | 8 | 30 | 5.8 | hard 10% | 123 | 14.1 | Sideways | 21.9 | 4.04 | 3.3 | 107 | -10 | 44 | 56 | false | NoAction | Within bands; monitor | 13 | -13 | BrokerB | LMT | 95 | null | null | Normal monitoring | 38 | -31 | 118 | 5 | false | Tighten stops on momentum names |
P2366 | Cautious | Roth | USD | 2025-04-13 | 454,610 | 52,786 | 401,824 | 1 | 39.2 | 37.3 | 5.7 | 17.7 | TSLA:33.3%;QQQ:33.3%;MSFT:33.3% | US:76.5;EU:6.3;APAC:13.2;EM:3.6;Other:0.5 | Value:+0.7;Growth:-0.6;Quality:-0.2;Size:-1.0;Momentum:-0.5;LowVol:-0.8 | NoMargin | 10 | 35 | 5.9 | hard 10% | 119 | 18.4 | Volatile | 28.4 | 5.35 | 3 | 178 | -23 | 41 | 59 | false | Rebalance | Shift +1% to bonds from equity | 5 | -27 | BrokerB | VWAP | 96 | null | null | Normal monitoring | 10 | -24 | 35 | 3 | false | Tax-aware sells next window |
P2367 | Hands-off | IRA | USD | 2025-06-19 | 315,390 | 23,665 | 291,725 | 1 | 58.7 | 28.6 | 3 | 9.7 | TLT:33.3%;QQQ:33.3%;XLF:33.3% | US:65.0;EU:15.8;APAC:10.1;EM:5.2;Other:3.9 | Value:-0.8;Growth:+0.6;Quality:-1.0;Size:+0.6;Momentum:-0.7;LowVol:+0.8 | ESGOnly;MaxPos5% | 7 | 30 | 3.8 | trailing 8% | 157 | 15.5 | Volatile | 20.4 | 4.23 | 4.4 | 171 | -37 | 46 | 48 | true | Rebalance | Rebalance back to target bands | -1 | -18 | BrokerC | MKT | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 120 | -15 | 116 | 4 | false | Within IPS guidelines |
P2368 | Opportunistic | 401k | USD | 2025-09-11 | 1,724,729 | 123,853 | 1,600,876 | 1 | 72.9 | 19.2 | 0 | 7.9 | TSLA:6.3%;VTI:21.8%;MSFT:21.8%;QQQ:21.2%;BND:7.2%;XLF:21.8% | US:63.2;EU:16.9;APAC:9.8;EM:5.4;Other:4.8 | Value:-0.4;Growth:+0.9;Quality:+0.9;Size:-0.3;Momentum:+0.7;LowVol:-0.4 | MaxPos7%;NoDerivatives | 5 | 30 | 5 | hard 12% | 251 | 27.8 | Bull | 16.4 | 3.8 | 2.1 | 82 | 114 | 100 | 65 | false | Rebalance | Shift +1% to bonds from equity | 19 | -39 | BrokerC | LMT | 93 | null | null | Normal monitoring | 11 | -7 | 35 | 3 | false | Within IPS guidelines |
P2369 | Opportunistic | IRA | USD | 2025-01-01 | 1,239,993 | 92,795 | 1,147,198 | 1 | 71 | 20.5 | 0 | 8.5 | VNQ:23.4%;AAPL:13.9%;MSFT:16.1%;IEF:23.4%;VTI:23.4% | US:69.7;EU:5.5;APAC:13.0;EM:7.2;Other:4.7 | Value:+0.4;Growth:+0.9;Quality:-0.0;Size:-0.7;Momentum:+0.5;LowVol:-0.3 | null | 5 | 25 | 4.1 | trailing 9% | 266 | 27.7 | Bull | 11 | 3.64 | 3.3 | 94 | 55 | 62 | 49 | false | Rebalance | Shift +1% to bonds from equity | 0 | 9 | BrokerC | LMT | 97 | null | null | Normal monitoring | 67 | -9 | 186 | 3 | false | Tax-aware sells next window |
P2370 | Opportunistic | Roth | USD | 2025-10-10 | 1,643,599 | 70,426 | 1,573,173 | 1.1 | 71.7 | 13.6 | 6.4 | 8.4 | IEF:14.4%;VNQ:16.5%;VTI:17.7%;VOO:16.1%;BRK.B:22.9%;TSLA:12.3% | US:65.1;EU:16.8;APAC:12.5;EM:3.5;Other:2.1 | Value:-0.2;Growth:-0.9;Quality:-0.5;Size:+0.9;Momentum:+0.5;LowVol:-0.3 | null | 10 | 30 | 6.5 | trailing 7% | 173 | 23.2 | Sideways | 21.7 | 4.29 | 2.6 | 92 | 37 | 59 | 73 | false | Sell | Trim extended winner -1% | -2 | 15 | BrokerC | MKT | 87 | null | null | Normal monitoring | -29 | -50 | -54 | 3 | false | Tighten stops on momentum names |
P2371 | Active | Roth | USD | 2024-12-22 | 915,881 | 83,137 | 832,744 | 1.13 | 50.2 | 30.3 | 9.9 | 9.6 | TSLA:33.3%;MUB:33.3%;AMZN:33.3% | US:71.8;EU:10.7;APAC:11.4;EM:3.8;Other:2.3 | Value:-0.3;Growth:+0.5;Quality:+0.8;Size:-0.2;Momentum:-0.9;LowVol:-0.9 | MaxPos7%;NoDerivatives | 10 | 25 | 5.7 | hard 12% | 121 | 24.6 | Volatile | 20.2 | 4.66 | 3.4 | 125 | 53 | 69 | 45 | false | Sell | Trim extended winner -1% | 27 | -25 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 23 | 17 | 132 | 5 | false | Monitor dispersion and breadth |
P2372 | Opportunistic | Roth | USD | 2025-05-17 | 1,295,763 | 64,136 | 1,231,627 | 1.12 | 61.3 | 15.4 | 18.3 | 5 | BRK.B:26.5%;VNQ:36.7%;TLT:36.7% | US:59.9;EU:16.5;APAC:9.3;EM:10.6;Other:3.6 | Value:+0.9;Growth:-0.3;Quality:-0.9;Size:-0.6;Momentum:-0.8;LowVol:+0.7 | null | 5 | 30 | 6.6 | trailing 7% | 202 | 20.1 | Sideways | 17 | 3.65 | 2.9 | 135 | -16 | 56 | 49 | false | Buy | Add to core equity +1% | 4 | -20 | BrokerD | LMT | 92 | null | null | Normal monitoring | 44 | -23 | 17 | 3 | false | Monitor dispersion and breadth |
P2373 | Cautious | Taxable | USD | 2025-05-23 | 438,576 | 40,465 | 398,111 | 1 | 42 | 44.6 | 0 | 13.4 | HYG:33.3%;TSLA:33.3%;MSFT:33.3% | US:71.9;EU:7.2;APAC:8.7;EM:8.8;Other:3.3 | Value:+0.7;Growth:-0.1;Quality:-0.6;Size:+0.6;Momentum:-0.3;LowVol:-0.4 | ESGOnly;NoMargin | 5 | 25 | 3.3 | trailing 8% | 122 | 19.6 | Bear | 29.8 | 3.13 | 1.2 | 163 | -7 | 51 | 66 | false | Sell | Trim extended winner -1% | 34 | -20 | BrokerD | LMT | 91 | null | null | Normal monitoring | 32 | -22 | 169 | 3 | false | Monitor dispersion and breadth |
P2374 | Active | Roth | USD | 2024-10-19 | 1,764,354 | 171,661 | 1,592,693 | 1.23 | 65.8 | 26.8 | 0 | 7.4 | QQQ:17.5%;AAPL:21.2%;VNQ:21.2%;VTI:21.2%;BRK.B:19.1% | US:60.7;EU:14.4;APAC:8.2;EM:11.4;Other:5.3 | Value:-0.4;Growth:-0.3;Quality:-0.5;Size:+0.2;Momentum:-0.0;LowVol:-0.7 | NoDerivatives | 8 | 30 | 5.3 | trailing 9% | 121 | 24.4 | Bear | 26.9 | 3.98 | 1.1 | 195 | -28 | 45 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | -9 | BrokerB | LMT | 92 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 114 | 2 | 125 | 3 | false | Within IPS guidelines |
P2375 | Systematic | Trust | USD | 2025-05-07 | 1,278,647 | 57,588 | 1,221,059 | 1 | 59.9 | 20.6 | 13.8 | 5.7 | BND:17.2%;VTI:8.0%;GLD:15.4%;AMZN:21.1%;MUB:17.2%;AAPL:21.1% | US:72.1;EU:11.6;APAC:5.8;EM:9.2;Other:1.3 | Value:-1.0;Growth:+0.9;Quality:+0.4;Size:-0.1;Momentum:-0.9;LowVol:+0.8 | null | 8 | 35 | 5.2 | hard 12% | 138 | 26.3 | Volatile | 24.4 | 4.82 | 3.6 | 115 | 6 | 42 | 59 | false | Sell | Trim extended winner -1% | 17 | -8 | BrokerD | MKT | 95 | null | null | Normal monitoring | 114 | -50 | 246 | 4 | false | Monitor dispersion and breadth |
P2376 | Opportunistic | Taxable | USD | 2025-09-20 | 554,577 | 44,237 | 510,340 | 1.14 | 76.2 | 10.6 | 4.5 | 8.8 | GLD:18.1%;VOO:20.6%;VNQ:30.7%;TLT:30.7% | US:60.6;EU:20.8;APAC:10.7;EM:4.2;Other:3.6 | Value:-1.0;Growth:+0.5;Quality:-0.2;Size:-0.7;Momentum:+0.1;LowVol:+1.0 | null | 5 | 30 | 4.6 | hard 12% | 163 | 25.4 | Volatile | 27.4 | 3.73 | 3.8 | 121 | 64 | 81 | 87 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -19 | BrokerD | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | 77 | -28 | 160 | 4 | false | Monitor dispersion and breadth |
P2377 | Cautious | IRA | USD | 2024-09-27 | 519,605 | 63,461 | 456,144 | 1 | 43.3 | 42.1 | 2.6 | 12 | AMZN:20.7%;TSLA:19.8%;VNQ:18.2%;TLT:20.7%;BND:20.7% | US:61.3;EU:11.7;APAC:14.6;EM:8.5;Other:3.9 | Value:-0.6;Growth:-0.2;Quality:+0.9;Size:+0.7;Momentum:+0.7;LowVol:-0.8 | NoMargin | 5 | 35 | 3.2 | trailing 10% | 105 | 18.7 | Volatile | 31.5 | 3.9 | 2.7 | 143 | 12 | 63 | 68 | false | Rebalance | Shift +1% to bonds from equity | 11 | 4 | BrokerD | MKT | 91 | null | null | Normal monitoring | 116 | -41 | 186 | 3 | false | Tighten stops on momentum names |
P2378 | Active | Roth | USD | 2025-02-11 | 782,528 | 89,803 | 692,725 | 1 | 56.5 | 23.6 | 10.7 | 9.1 | VOO:33.3%;AAPL:33.3%;IEF:33.3% | US:64.5;EU:16.7;APAC:8.2;EM:4.4;Other:6.1 | Value:+0.4;Growth:+0.3;Quality:+0.3;Size:+0.3;Momentum:-0.2;LowVol:-0.6 | MaxPos7% | 6 | 30 | 5.4 | hard 12% | 148 | 23.6 | Volatile | 28.3 | 4.1 | 2.2 | 166 | 65 | 83 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | 6 | BrokerA | MKT | 94 | VAR>budget | Reduce | Risk above budget threshold | -14 | -47 | -6 | 3 | false | Monitor dispersion and breadth |
P2379 | Cautious | 401k | USD | 2025-01-25 | 421,380 | 44,272 | 377,108 | 1 | 35.3 | 37.3 | 11.6 | 15.8 | BRK.B:33.3%;XLF:33.3%;MUB:33.3% | US:59.6;EU:18.3;APAC:13.3;EM:7.0;Other:1.7 | Value:0.0;Growth:-0.8;Quality:-0.6;Size:-0.3;Momentum:-0.5;LowVol:+0.3 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 3.1 | hard 10% | 147 | 14.9 | Volatile | 21.6 | 4.61 | 2.1 | 142 | 39 | 66 | 43 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | -16 | BrokerD | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 38 | -26 | 77 | 4 | false | Tighten stops on momentum names |
P2380 | Cautious | Taxable | USD | 2024-10-26 | 589,659 | 49,828 | 539,831 | 1 | 48 | 39.4 | 2.5 | 10.1 | VNQ:12.6%;GLD:18.4%;QQQ:18.5%;TSLA:21.5%;AMZN:21.5%;AAPL:7.5% | US:68.1;EU:15.1;APAC:11.1;EM:5.5;Other:0.3 | Value:-0.9;Growth:-0.3;Quality:-0.1;Size:+1.0;Momentum:-0.1;LowVol:+0.1 | MaxPos5%;NoMargin | 10 | 30 | 5.4 | trailing 8% | 117 | 16.8 | Bear | 25.4 | 3.04 | 2.3 | 132 | 2 | 38 | 49 | false | Rebalance | Shift +1% to bonds from equity | 10 | -30 | BrokerC | MKT | 95 | null | null | Normal monitoring | 1 | -29 | -25 | 5 | false | Monitor dispersion and breadth |
P2381 | Cautious | IRA | USD | 2025-07-10 | 556,172 | 59,171 | 497,001 | 1 | 36.8 | 31.6 | 14.5 | 17.1 | MSFT:25.0%;IEF:25.0%;XLF:25.0%;QQQ:25.0% | US:74.5;EU:15.1;APAC:4.7;EM:4.3;Other:1.4 | Value:+0.6;Growth:+0.5;Quality:-0.9;Size:-0.3;Momentum:+0.4;LowVol:+0.3 | ESGOnly;MaxPos5%;NoMargin | 10 | 30 | 4.7 | trailing 8% | 96 | 13.5 | Volatile | 28.7 | 5.4 | 3.5 | 159 | 34 | 62 | 64 | false | NoAction | Within bands; monitor | -8 | 4 | BrokerA | VWAP | 99 | null | null | Normal monitoring | -21 | -7 | 74 | 5 | false | Within IPS guidelines |
P2382 | Hands-off | IRA | USD | 2024-11-07 | 891,737 | 50,682 | 841,055 | 1 | 56.3 | 21 | 13.9 | 8.7 | BRK.B:25.6%;AMZN:11.9%;AAPL:11.3%;VTI:25.6%;VNQ:25.6% | US:55.9;EU:19.4;APAC:13.4;EM:11.1;Other:0.3 | Value:+0.4;Growth:-0.3;Quality:-0.1;Size:-0.5;Momentum:+0.8;LowVol:-0.9 | ESGOnly | 6 | 35 | 4.9 | trailing 8% | 150 | 18.6 | Bull | 13.6 | 4.07 | 3.3 | 116 | 105 | 95 | 39 | false | Buy | Add to core equity +1% | -1 | 4 | BrokerA | LMT | 89 | null | null | Normal monitoring | 62 | 13 | 167 | 3 | false | Tighten stops on momentum names |
P2383 | Opportunistic | Trust | USD | 2025-10-09 | 495,221 | 23,728 | 471,493 | 1.06 | 63.7 | 14.2 | 17 | 5 | XLF:33.3%;IEF:33.3%;AMZN:33.3% | US:76.5;EU:11.5;APAC:7.8;EM:3.7;Other:0.6 | Value:+0.4;Growth:0.0;Quality:-0.3;Size:-1.0;Momentum:+0.2;LowVol:-0.5 | NoDerivatives | 5 | 25 | 5 | trailing 7% | 218 | 34.4 | Bull | 17.5 | 3.69 | 2.2 | 103 | 112 | 100 | 60 | true | Hedge | Buy index puts 1% notional | -4 | -36 | BrokerA | LMT | 97 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -43 | -4 | 86 | 5 | false | Increase defensive factor exposure |
P2384 | Systematic | 401k | USD | 2025-01-30 | 816,600 | 52,147 | 764,453 | 1 | 60.9 | 30.7 | 0 | 8.4 | XLF:33.3%;BRK.B:33.3%;AAPL:33.3% | US:63.6;EU:16.8;APAC:12.3;EM:6.8;Other:0.6 | Value:+0.1;Growth:+0.1;Quality:-0.6;Size:+0.6;Momentum:-0.4;LowVol:+1.0 | null | 8 | 35 | 5.6 | trailing 8% | 121 | 27.9 | Volatile | 27.1 | 3.73 | 2.1 | 154 | -21 | 32 | 79 | true | Hedge | Buy index puts 1% notional | 22 | -18 | BrokerB | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -18 | -52 | 10 | 4 | false | Monitor dispersion and breadth |
P2385 | Hands-off | Roth | USD | 2024-09-07 | 835,708 | 36,406 | 799,302 | 1 | 65.6 | 18.5 | 6.1 | 9.8 | MUB:24.8%;XLF:26.4%;IEF:22.5%;TLT:26.4% | US:60.2;EU:16.6;APAC:16.2;EM:3.9;Other:3.1 | Value:-0.6;Growth:-0.2;Quality:-0.4;Size:-0.8;Momentum:+0.9;LowVol:+0.2 | MaxPos7% | 7 | 35 | 3.5 | hard 10% | 108 | 18.7 | Bull | 15.6 | 4.11 | 2.3 | 78 | 29 | 66 | 51 | false | Rebalance | Shift +1% to bonds from equity | 2 | 3 | BrokerA | MKT | 95 | null | null | Normal monitoring | 117 | -40 | 203 | 3 | false | Tighten stops on momentum names |
P2386 | Active | Trust | USD | 2025-07-28 | 2,117,917 | 202,338 | 1,915,579 | 1 | 59.4 | 28.5 | 4.3 | 7.8 | VTI:33.3%;VOO:33.3%;BND:33.3% | US:68.4;EU:8.0;APAC:12.9;EM:7.4;Other:3.3 | Value:+0.2;Growth:-0.6;Quality:+0.1;Size:+0.5;Momentum:-0.9;LowVol:-0.5 | MaxPos5% | 10 | 35 | 5.3 | trailing 9% | 227 | 25.2 | Bull | 13.7 | 3.87 | 2.7 | 115 | 59 | 72 | 38 | false | Buy | Add to core equity +1% | -8 | -19 | BrokerA | MKT | 90 | null | null | Normal monitoring | 34 | 0 | 120 | 3 | false | Tighten stops on momentum names |
P2387 | Cautious | 401k | USD | 2025-05-07 | 583,861 | 86,011 | 497,850 | 1 | 46.5 | 39.4 | 0 | 14 | VOO:17.7%;QQQ:16.4%;XLF:16.8%;HYG:24.5%;BND:24.5% | US:69.5;EU:10.4;APAC:9.7;EM:5.9;Other:4.5 | Value:+0.3;Growth:-0.7;Quality:-0.7;Size:-0.8;Momentum:+0.5;LowVol:-0.1 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 25 | 5.2 | hard 10% | 119 | 19.4 | Volatile | 20.9 | 3.89 | 3 | 144 | -20 | 54 | 42 | false | Rebalance | Shift +1% to bonds from equity | -11 | 8 | BrokerD | MKT | 85 | null | null | Normal monitoring | 67 | -46 | 159 | 4 | false | Tighten stops on momentum names |
P2388 | Hands-off | Taxable | USD | 2025-01-30 | 329,508 | 14,373 | 315,135 | 1 | 70.3 | 20.1 | 2.9 | 6.6 | VOO:22.7%;BRK.B:28.2%;AAPL:20.9%;AMZN:28.2% | US:62.0;EU:13.8;APAC:12.3;EM:10.9;Other:1.1 | Value:+0.2;Growth:-0.6;Quality:+0.4;Size:+0.5;Momentum:-1.0;LowVol:-0.6 | ESGOnly | 6 | 35 | 4.8 | hard 10% | 125 | 13.5 | Bear | 29.8 | 4.42 | 1.6 | 176 | -48 | 26 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -39 | BrokerD | MKT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -12 | -50 | -41 | 3 | false | Monitor dispersion and breadth |
P2389 | Active | IRA | USD | 2025-06-02 | 1,775,482 | 119,482 | 1,656,000 | 1.18 | 60.6 | 28.9 | 5 | 5.4 | GLD:18.9%;VOO:13.8%;TLT:19.8%;BRK.B:17.9%;VNQ:11.8%;VTI:17.8% | US:71.4;EU:7.4;APAC:12.0;EM:5.4;Other:3.8 | Value:-0.5;Growth:+0.7;Quality:-0.6;Size:-1.0;Momentum:+0.5;LowVol:+0.7 | MaxPos7% | 10 | 30 | 5.2 | trailing 9% | 199 | 22.9 | Bear | 30.1 | 3.85 | 1.5 | 165 | -60 | 32 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | -12 | BrokerD | LMT | 87 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 82 | -7 | 45 | 4 | false | Increase defensive factor exposure |
P2390 | Opportunistic | Taxable | USD | 2025-03-08 | 1,287,034 | 100,620 | 1,186,414 | 1.11 | 60.8 | 14.9 | 19.7 | 4.6 | TLT:28.7%;VNQ:28.7%;QQQ:19.0%;HYG:23.6% | US:68.9;EU:14.6;APAC:10.9;EM:4.4;Other:1.1 | Value:+0.4;Growth:-0.9;Quality:+0.9;Size:+0.7;Momentum:0.0;LowVol:-0.0 | MaxPos6% | 8 | 35 | 5 | trailing 7% | 269 | 27.3 | Bull | 13.2 | 4.97 | 2.5 | 89 | 43 | 71 | 33 | false | Sell | Trim extended winner -1% | 23 | 13 | BrokerD | LMT | 94 | null | null | Normal monitoring | -55 | -42 | 4 | 4 | false | Monitor dispersion and breadth |
P2391 | Active | IRA | USD | 2025-06-15 | 2,054,245 | 130,113 | 1,924,132 | 1 | 57.6 | 23.9 | 8.8 | 9.7 | AAPL:22.8%;HYG:12.7%;TLT:22.8%;BND:18.8%;TSLA:22.8% | US:75.5;EU:5.9;APAC:12.6;EM:5.5;Other:0.4 | Value:-0.2;Growth:+0.5;Quality:-0.5;Size:+0.5;Momentum:+0.9;LowVol:-0.6 | NoDerivatives | 7 | 25 | 5.2 | trailing 8% | 130 | 19.1 | Sideways | 19.4 | 4.44 | 3 | 106 | 19 | 44 | 46 | false | NoAction | Within bands; monitor | -9 | -33 | BrokerC | LMT | 91 | null | null | Normal monitoring | 33 | -18 | 87 | 4 | false | Increase defensive factor exposure |
P2392 | Cautious | 401k | USD | 2025-11-25 | 467,833 | 62,643 | 405,190 | 1 | 43.4 | 39.1 | 2.3 | 15.2 | TLT:22.7%;IEF:19.0%;GLD:22.7%;VOO:22.7%;VNQ:13.0% | US:66.2;EU:17.3;APAC:6.1;EM:6.0;Other:4.4 | Value:-0.2;Growth:+0.9;Quality:+0.6;Size:0.0;Momentum:+0.8;LowVol:+0.4 | ESGOnly;MaxPos8%;NoMargin | 10 | 25 | 5 | trailing 8% | 111 | 14.3 | Bull | 15.3 | 4.66 | 2.3 | 102 | 23 | 57 | 46 | false | Rebalance | Shift +1% to bonds from equity | 3 | 7 | BrokerD | MKT | 100 | null | null | Normal monitoring | 113 | 20 | 246 | 5 | false | Tighten stops on momentum names |
P2393 | Opportunistic | 401k | USD | 2025-05-02 | 699,160 | 44,255 | 654,905 | 1 | 76 | 16.7 | 0 | 7.3 | VOO:37.8%;HYG:24.3%;AAPL:37.8% | US:61.4;EU:12.9;APAC:12.1;EM:13.3;Other:0.3 | Value:+0.7;Growth:+0.1;Quality:+0.7;Size:0.0;Momentum:-0.1;LowVol:-0.6 | MaxPos8% | 7 | 35 | 6.8 | trailing 9% | 198 | 30.7 | Volatile | 21 | 3.51 | 4.3 | 155 | 77 | 83 | 65 | false | NoAction | Within bands; monitor | 22 | 11 | BrokerB | LMT | 98 | null | null | Normal monitoring | 20 | -52 | 48 | 5 | false | Within IPS guidelines |
P2394 | Active | Taxable | USD | 2025-03-25 | 767,312 | 90,150 | 677,162 | 1.12 | 60.7 | 26.8 | 7.3 | 5.1 | TSLA:21.7%;MUB:20.1%;IEF:19.0%;BRK.B:17.3%;VOO:21.9% | US:72.8;EU:6.4;APAC:11.1;EM:5.8;Other:4.0 | Value:+0.5;Growth:+0.9;Quality:-0.0;Size:-0.2;Momentum:-0.8;LowVol:+0.8 | null | 10 | 25 | 5.7 | hard 12% | 225 | 19.3 | Sideways | 16.8 | 4.54 | 2.7 | 140 | 27 | 56 | 42 | false | Hedge | Add TLT +1% as duration hedge | 13 | -20 | BrokerB | VWAP | 87 | null | null | Normal monitoring | 98 | -24 | 62 | 3 | false | Increase defensive factor exposure |
P2395 | Active | Trust | USD | 2025-05-28 | 2,455,557 | 223,732 | 2,231,825 | 1.11 | 54.7 | 23.2 | 13 | 9.2 | AAPL:33.3%;BRK.B:33.3%;MSFT:33.3% | US:69.4;EU:10.7;APAC:10.1;EM:6.4;Other:3.5 | Value:-1.0;Growth:-0.0;Quality:-0.3;Size:-0.0;Momentum:-0.7;LowVol:-0.2 | null | 10 | 25 | 4.9 | trailing 8% | 211 | 27 | Bull | 16.1 | 4.18 | 2.2 | 102 | 61 | 89 | 46 | false | Buy | Add to core equity +1% | 8 | -13 | BrokerA | LMT | 88 | null | null | Normal monitoring | -54 | -14 | 62 | 5 | false | Increase defensive factor exposure |
P2396 | Opportunistic | IRA | USD | 2025-09-10 | 1,799,514 | 88,280 | 1,711,234 | 1 | 70.1 | 11 | 10.9 | 8.1 | VOO:16.2%;AMZN:26.0%;VTI:28.9%;MSFT:28.9% | US:61.2;EU:20.2;APAC:7.0;EM:11.5;Other:0.1 | Value:-0.4;Growth:+0.1;Quality:+0.7;Size:+0.5;Momentum:-0.5;LowVol:+1.0 | null | 6 | 30 | 6.1 | hard 12% | 270 | 22.1 | Bull | 11.2 | 4.23 | 2.9 | 106 | 12 | 71 | 42 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -1 | BrokerD | LMT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 67 | -24 | 131 | 2 | false | Tighten stops on momentum names |
P2397 | Active | Roth | USD | 2024-11-19 | 1,932,806 | 154,310 | 1,778,496 | 1.09 | 63.7 | 28.9 | 0 | 7.5 | VOO:13.0%;VTI:22.4%;MSFT:22.4%;MUB:19.9%;IEF:22.4% | US:64.4;EU:16.3;APAC:10.9;EM:5.0;Other:3.4 | Value:+0.4;Growth:-0.5;Quality:-0.3;Size:+0.7;Momentum:-0.2;LowVol:+0.6 | MaxPos5% | 6 | 30 | 5.7 | hard 12% | 173 | 25.4 | Bull | 11.5 | 3.84 | 2.3 | 103 | 51 | 72 | 47 | false | Rebalance | Shift +1% to bonds from equity | 33 | -13 | BrokerB | MKT | 89 | null | null | Normal monitoring | 40 | 7 | 167 | 5 | false | Within IPS guidelines |
P2398 | Systematic | IRA | USD | 2025-06-28 | 756,011 | 56,203 | 699,808 | 1 | 65.9 | 22.9 | 5 | 6.1 | BRK.B:33.3%;XLF:33.3%;MUB:33.3% | US:67.7;EU:13.5;APAC:10.9;EM:4.3;Other:3.7 | Value:+0.8;Growth:-0.6;Quality:-0.2;Size:+0.1;Momentum:-0.0;LowVol:-0.7 | null | 10 | 35 | 4.7 | trailing 9% | 189 | 26.3 | Volatile | 30.8 | 5.05 | 2.9 | 176 | -54 | 31 | 73 | true | Rebalance | Rebalance back to target bands | 13 | 8 | BrokerD | MKT | 89 | VAR>budget | Reduce | Risk above budget threshold | -37 | -34 | 2 | 2 | false | Tighten stops on momentum names |
P2399 | Cautious | IRA | USD | 2025-04-20 | 595,986 | 73,273 | 522,713 | 1 | 42.2 | 42.8 | 0 | 15 | VTI:36.1%;VNQ:27.9%;MSFT:36.1% | US:72.4;EU:6.4;APAC:12.4;EM:7.1;Other:1.7 | Value:+0.8;Growth:+0.8;Quality:-0.4;Size:-0.9;Momentum:+0.7;LowVol:-0.2 | MaxPos6%;NoMargin | 6 | 25 | 3.9 | hard 10% | 91 | 16.2 | Sideways | 19.5 | 3.91 | 3.1 | 107 | -29 | 25 | 43 | false | Rebalance | Shift +1% to bonds from equity | 9 | -15 | BrokerB | MKT | 86 | null | null | Normal monitoring | 88 | -18 | 50 | 5 | false | Tax-aware sells next window |
P2400 | Cautious | 401k | USD | 2025-05-01 | 622,668 | 84,899 | 537,769 | 1 | 49.9 | 32.9 | 0 | 17.2 | GLD:13.8%;IEF:15.2%;VNQ:25.7%;MSFT:25.7%;TSLA:19.7% | US:61.7;EU:12.7;APAC:16.2;EM:7.4;Other:2.0 | Value:+0.3;Growth:-0.2;Quality:+0.7;Size:+0.4;Momentum:-1.0;LowVol:0.0 | NoMargin | 10 | 35 | 5.6 | trailing 8% | 132 | 12.2 | Bull | 16 | 4.51 | 2.8 | 95 | 73 | 79 | 32 | false | Buy | Add to core equity +1% | -14 | -4 | BrokerC | LMT | 91 | null | null | Normal monitoring | -25 | 10 | -27 | 5 | false | Tighten stops on momentum names |
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