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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P2501 | Hands-off | Trust | USD | 2024-09-18 | 570,728 | 37,702 | 533,026 | 1 | 66.1 | 26.2 | 0 | 7.7 | TSLA:17.2%;MUB:15.7%;GLD:8.6%;AMZN:18.0%;VTI:21.9%;HYG:18.5% | US:60.7;EU:15.7;APAC:12.5;EM:8.4;Other:2.7 | Value:+0.9;Growth:+0.7;Quality:-0.2;Size:-0.5;Momentum:+0.2;LowVol:-1.0 | ESGOnly | 10 | 25 | 4.8 | trailing 8% | 116 | 19.3 | Bull | 15.3 | 4.28 | 3.5 | 79 | 79 | 90 | 46 | false | Rebalance | Shift +1% to bonds from equity | 29 | 14 | BrokerC | LMT | 91 | null | null | Normal monitoring | 42 | -30 | 89 | 4 | false | Tax-aware sells next window |
P2502 | Opportunistic | Trust | USD | 2025-05-07 | 1,396,408 | 70,527 | 1,325,881 | 1 | 75.2 | 11.4 | 5.6 | 7.7 | TLT:15.7%;HYG:21.9%;QQQ:11.8%;VNQ:16.3%;TSLA:12.3%;XLF:21.9% | US:62.3;EU:18.1;APAC:10.2;EM:5.5;Other:3.9 | Value:-0.9;Growth:-0.6;Quality:+0.6;Size:-0.2;Momentum:-0.7;LowVol:-0.7 | MaxPos8% | 8 | 30 | 5.4 | trailing 7% | 244 | 27.2 | Volatile | 20.4 | 3.76 | 2.6 | 126 | -18 | 45 | 69 | false | Rebalance | Shift +1% to bonds from equity | 28 | 11 | BrokerA | MKT | 88 | null | null | Normal monitoring | 71 | 5 | 123 | 3 | false | Within IPS guidelines |
P2503 | Hands-off | Taxable | USD | 2025-02-09 | 424,507 | 40,822 | 383,685 | 1 | 67.7 | 20.5 | 2.3 | 9.6 | VOO:22.1%;HYG:11.6%;MUB:22.1%;TLT:22.1%;AMZN:22.1% | US:59.9;EU:19.3;APAC:6.0;EM:11.1;Other:3.7 | Value:+0.3;Growth:+0.9;Quality:-0.5;Size:-0.7;Momentum:-0.8;LowVol:+0.1 | NoDerivatives | 7 | 25 | 4.7 | trailing 8% | 126 | 17.6 | Volatile | 28.5 | 5.13 | 4.3 | 141 | 76 | 76 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 12 | 11 | BrokerA | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | 6 | 4 | 108 | 5 | false | Monitor dispersion and breadth |
P2504 | Cautious | 401k | USD | 2024-09-02 | 677,882 | 62,258 | 615,624 | 1 | 49.5 | 31.3 | 2.8 | 16.4 | IEF:23.7%;MSFT:23.7%;VNQ:17.5%;VOO:11.3%;TLT:23.7% | US:65.5;EU:11.8;APAC:7.0;EM:13.0;Other:2.8 | Value:0.0;Growth:-0.3;Quality:+0.3;Size:+0.5;Momentum:-0.1;LowVol:+0.6 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 8 | 30 | 4.2 | hard 10% | 167 | 18.3 | Volatile | 29.3 | 5.41 | 2.6 | 160 | -12 | 38 | 62 | false | Sell | Trim extended winner -1% | -2 | -10 | BrokerC | MKT | 86 | null | null | Normal monitoring | -40 | 4 | 3 | 3 | false | Tax-aware sells next window |
P2505 | Active | IRA | USD | 2025-11-17 | 1,091,719 | 101,988 | 989,731 | 1.11 | 67.7 | 26.9 | 0.4 | 5 | AMZN:23.4%;BRK.B:16.9%;GLD:20.1%;VTI:23.4%;IEF:16.2% | US:70.5;EU:7.8;APAC:8.6;EM:12.0;Other:1.0 | Value:+0.6;Growth:+0.2;Quality:-0.3;Size:-0.8;Momentum:+0.4;LowVol:+0.4 | NoDerivatives | 10 | 25 | 5.4 | trailing 9% | 167 | 25.6 | Sideways | 18.8 | 3.86 | 2.2 | 137 | 1 | 55 | 52 | false | Sell | Trim extended winner -1% | -3 | -6 | BrokerA | LMT | 96 | null | null | Normal monitoring | 48 | -45 | 48 | 4 | false | Increase defensive factor exposure |
P2506 | Systematic | Roth | USD | 2024-09-06 | 912,660 | 51,469 | 861,191 | 1 | 58.4 | 23.2 | 12.5 | 5.8 | VNQ:19.7%;MUB:13.0%;AAPL:21.1%;GLD:23.1%;TLT:23.1% | US:74.5;EU:8.1;APAC:8.3;EM:6.0;Other:3.1 | Value:+0.7;Growth:+0.1;Quality:+1.0;Size:+0.3;Momentum:-0.2;LowVol:+0.4 | null | 6 | 25 | 4.4 | trailing 8% | 183 | 20.3 | Bull | 13.9 | 4.11 | 2.2 | 114 | 96 | 96 | 32 | true | Hedge | Buy index puts 1% notional | 35 | 11 | BrokerC | LMT | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 75 | 0 | 163 | 5 | false | Tighten stops on momentum names |
P2507 | Opportunistic | 401k | USD | 2025-04-05 | 1,242,461 | 54,219 | 1,188,242 | 1 | 63.6 | 13.2 | 15.6 | 7.6 | MSFT:23.5%;BRK.B:25.4%;IEF:25.5%;MUB:25.5% | US:57.5;EU:18.0;APAC:12.7;EM:8.4;Other:3.4 | Value:+0.1;Growth:-0.2;Quality:-0.5;Size:-0.1;Momentum:-0.5;LowVol:-0.4 | NoDerivatives | 10 | 30 | 6.1 | trailing 9% | 227 | 27.7 | Bear | 29.2 | 3.58 | 2.8 | 132 | -47 | 15 | 76 | true | Hedge | Buy index puts 1% notional | -6 | -5 | BrokerD | MKT | 91 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 15 | -25 | 33 | 2 | false | Increase defensive factor exposure |
P2508 | Active | IRA | USD | 2025-03-15 | 2,366,115 | 233,620 | 2,132,495 | 1.13 | 60.9 | 22.7 | 8 | 8.4 | VOO:27.1%;VNQ:27.1%;XLF:18.8%;TSLA:27.1% | US:64.1;EU:14.1;APAC:8.0;EM:10.2;Other:3.5 | Value:+0.2;Growth:-1.0;Quality:-0.5;Size:+0.8;Momentum:+0.8;LowVol:-0.5 | null | 7 | 30 | 5.6 | trailing 9% | 158 | 27.3 | Sideways | 20.5 | 4.15 | 3.4 | 132 | 37 | 67 | 50 | false | Sell | Trim extended winner -1% | 5 | -8 | BrokerC | MKT | 87 | null | null | Normal monitoring | 32 | -17 | 100 | 4 | false | Monitor dispersion and breadth |
P2509 | Systematic | IRA | USD | 2025-07-15 | 1,225,429 | 78,905 | 1,146,524 | 1 | 62.8 | 20.4 | 11.5 | 5.3 | QQQ:13.1%;MSFT:22.2%;BND:22.2%;BRK.B:14.2%;TSLA:20.9%;VNQ:7.4% | US:73.9;EU:9.2;APAC:5.6;EM:6.4;Other:4.9 | Value:+0.5;Growth:-1.0;Quality:-0.2;Size:+0.1;Momentum:+0.6;LowVol:+0.2 | MaxPos6% | 7 | 30 | 5.3 | trailing 9% | 129 | 21.7 | Sideways | 16.7 | 4.91 | 2.2 | 124 | -6 | 46 | 58 | false | Sell | Trim extended winner -1% | 32 | 2 | BrokerA | MKT | 95 | null | null | Normal monitoring | 46 | 10 | 69 | 3 | false | Tighten stops on momentum names |
P2510 | Active | 401k | USD | 2025-03-31 | 1,000,215 | 78,890 | 921,325 | 1.17 | 58 | 22.1 | 12.3 | 7.6 | HYG:25.0%;VTI:25.0%;XLF:25.0%;BRK.B:25.0% | US:72.8;EU:6.5;APAC:9.7;EM:7.4;Other:3.6 | Value:+0.4;Growth:+0.6;Quality:-0.3;Size:+0.2;Momentum:+0.7;LowVol:-0.8 | MaxPos7% | 10 | 30 | 5.6 | trailing 9% | 183 | 26.6 | Bull | 17 | 4.93 | 3.3 | 75 | 53 | 81 | 54 | false | Sell | Trim extended winner -1% | -2 | -13 | BrokerA | VWAP | 99 | null | null | Normal monitoring | 64 | -12 | 128 | 4 | false | Tighten stops on momentum names |
P2511 | Active | IRA | USD | 2024-12-23 | 1,034,854 | 122,020 | 912,834 | 1 | 54.3 | 24.9 | 11.2 | 9.6 | VOO:19.9%;MUB:23.6%;QQQ:23.6%;TLT:23.6%;VTI:9.4% | US:72.2;EU:9.4;APAC:8.0;EM:8.4;Other:2.1 | Value:+0.2;Growth:+0.7;Quality:-1.0;Size:+0.4;Momentum:+0.1;LowVol:-0.6 | MaxPos8% | 5 | 30 | 5.4 | trailing 9% | 216 | 27 | Sideways | 18.6 | 4.23 | 2.1 | 100 | 44 | 64 | 50 | false | Buy | Add to core equity +1% | 34 | -40 | BrokerB | VWAP | 89 | null | null | Normal monitoring | 97 | -39 | 155 | 5 | false | Monitor dispersion and breadth |
P2512 | Systematic | IRA | USD | 2024-08-25 | 906,802 | 42,794 | 864,008 | 1 | 56.6 | 28.2 | 5.3 | 9.8 | BRK.B:18.9%;BND:12.6%;AAPL:22.8%;TLT:22.8%;XLF:22.8% | US:76.2;EU:11.1;APAC:6.5;EM:5.6;Other:0.6 | Value:+0.3;Growth:+0.2;Quality:+0.8;Size:+0.2;Momentum:+0.9;LowVol:-0.8 | null | 7 | 35 | 5.6 | hard 12% | 187 | 20.3 | Bull | 15.1 | 4.75 | 2.7 | 78 | 113 | 100 | 40 | false | Rebalance | Shift +1% to bonds from equity | 7 | 10 | BrokerA | LMT | 96 | null | null | Normal monitoring | 93 | 9 | 225 | 4 | false | Tax-aware sells next window |
P2513 | Cautious | Roth | USD | 2024-10-06 | 157,004 | 15,084 | 141,920 | 1 | 47.2 | 37.5 | 0 | 15.3 | BRK.B:10.1%;TLT:11.1%;VTI:19.8%;QQQ:23.8%;HYG:23.8%;MUB:11.3% | US:61.4;EU:17.9;APAC:12.8;EM:5.1;Other:2.9 | Value:+0.5;Growth:+0.6;Quality:+0.7;Size:-0.7;Momentum:+0.6;LowVol:-1.0 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 3.4 | trailing 8% | 163 | 18.3 | Bull | 16.4 | 4.66 | 2.5 | 109 | 31 | 73 | 43 | true | Rebalance | Rebalance back to target bands | 14 | 1 | BrokerA | MKT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 39 | -23 | 174 | 3 | false | Within IPS guidelines |
P2514 | Cautious | Taxable | USD | 2025-04-11 | 312,611 | 47,166 | 265,445 | 1 | 48.2 | 34.8 | 0 | 17 | IEF:24.3%;HYG:24.3%;TSLA:24.3%;AAPL:13.9%;QQQ:13.2% | US:70.5;EU:17.5;APAC:4.7;EM:3.9;Other:3.3 | Value:-0.1;Growth:-0.4;Quality:-0.5;Size:-0.5;Momentum:+0.7;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 5.3 | hard 10% | 103 | 19.3 | Bull | 17.4 | 3.97 | 3.3 | 96 | 84 | 88 | 52 | false | Rebalance | Shift +1% to bonds from equity | 21 | -4 | BrokerC | LMT | 95 | null | null | Normal monitoring | 111 | 0 | 164 | 4 | false | Within IPS guidelines |
P2515 | Systematic | Trust | USD | 2025-04-09 | 1,847,544 | 99,276 | 1,748,268 | 1 | 57.2 | 27.9 | 8.8 | 6.1 | MUB:33.3%;IEF:33.3%;BND:33.3% | US:66.4;EU:8.9;APAC:15.4;EM:7.7;Other:1.5 | Value:-0.0;Growth:+0.9;Quality:-0.6;Size:-0.6;Momentum:+1.0;LowVol:-0.3 | NoDerivatives | 7 | 35 | 5.4 | trailing 9% | 170 | 26.6 | Bull | 12.6 | 4.06 | 2.3 | 114 | 90 | 100 | 32 | false | Rebalance | Shift +1% to bonds from equity | 17 | -31 | BrokerD | MKT | 100 | null | null | Normal monitoring | 96 | -22 | 192 | 5 | false | Tax-aware sells next window |
P2516 | Systematic | 401k | USD | 2025-03-25 | 1,331,925 | 74,430 | 1,257,495 | 1 | 59.8 | 29.5 | 3.5 | 7.2 | AAPL:33.3%;BND:33.3%;HYG:33.3% | US:71.3;EU:10.5;APAC:5.8;EM:11.6;Other:0.7 | Value:-0.7;Growth:-0.0;Quality:-0.0;Size:-0.6;Momentum:-0.9;LowVol:+0.4 | NoDerivatives | 5 | 25 | 4.4 | hard 12% | 132 | 26.2 | Bear | 22.1 | 3.03 | 2.9 | 140 | -46 | 16 | 59 | false | Sell | Trim extended winner -1% | 9 | -27 | BrokerB | MKT | 100 | null | null | Normal monitoring | -57 | -21 | -25 | 4 | false | Within IPS guidelines |
P2517 | Cautious | Trust | USD | 2025-04-10 | 508,660 | 54,496 | 454,164 | 1 | 50.1 | 37.3 | 0 | 12.6 | VOO:33.3%;AMZN:33.3%;BRK.B:33.3% | US:64.0;EU:17.2;APAC:8.2;EM:5.4;Other:5.2 | Value:+0.7;Growth:0.0;Quality:-0.6;Size:+0.3;Momentum:-0.3;LowVol:-0.5 | ESGOnly;NoMargin | 5 | 35 | 5 | trailing 8% | 133 | 17.7 | Sideways | 20.6 | 3.85 | 2.6 | 91 | 25 | 66 | 58 | false | Rebalance | Shift +1% to bonds from equity | -11 | -33 | BrokerB | MKT | 90 | null | null | Normal monitoring | 53 | -18 | 141 | 4 | false | Tax-aware sells next window |
P2518 | Opportunistic | Taxable | USD | 2025-03-27 | 762,510 | 62,770 | 699,740 | 1.06 | 65.8 | 11.7 | 15.5 | 7 | MUB:25.2%;QQQ:25.2%;BRK.B:24.4%;TSLA:25.2% | US:65.8;EU:10.9;APAC:15.1;EM:4.3;Other:3.9 | Value:-0.9;Growth:-0.1;Quality:+0.4;Size:+0.2;Momentum:+0.3;LowVol:+0.1 | NoDerivatives | 7 | 35 | 6.3 | hard 12% | 198 | 21.7 | Bull | 11.6 | 3.72 | 2.9 | 88 | 46 | 78 | 39 | false | Sell | Trim extended winner -1% | -15 | -34 | BrokerD | MKT | 99 | null | null | Normal monitoring | 33 | 3 | 116 | 3 | false | Tighten stops on momentum names |
P2519 | Active | IRA | USD | 2025-02-12 | 1,057,259 | 99,091 | 958,168 | 1 | 51.6 | 28.7 | 11.2 | 8.4 | AAPL:20.6%;GLD:18.5%;VNQ:15.8%;IEF:21.0%;MSFT:12.4%;MUB:11.8% | US:68.2;EU:16.7;APAC:8.2;EM:4.2;Other:2.7 | Value:-0.5;Growth:+0.7;Quality:+0.1;Size:-0.2;Momentum:-0.8;LowVol:-0.3 | NoDerivatives | 10 | 35 | 5.5 | trailing 9% | 179 | 24.8 | Sideways | 19.1 | 4.07 | 2.1 | 135 | 15 | 55 | 44 | false | NoAction | Within bands; monitor | 29 | -34 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 10 | -20 | -21 | 3 | false | Tighten stops on momentum names |
P2520 | Active | IRA | USD | 2024-07-09 | 1,846,200 | 189,650 | 1,656,550 | 1.22 | 53.6 | 26.3 | 14.7 | 5.4 | AMZN:27.1%;MUB:21.9%;XLF:26.5%;TLT:24.6% | US:66.4;EU:12.7;APAC:11.9;EM:8.7;Other:0.3 | Value:-0.0;Growth:+0.3;Quality:-0.8;Size:-0.2;Momentum:+0.3;LowVol:+0.7 | null | 5 | 35 | 5 | trailing 9% | 133 | 23.3 | Volatile | 25.8 | 4.95 | 2.9 | 140 | -41 | 14 | 66 | false | Rebalance | Shift +1% to bonds from equity | -6 | -16 | BrokerB | MKT | 90 | null | null | Normal monitoring | 106 | -30 | 115 | 3 | false | Tax-aware sells next window |
P2521 | Systematic | Roth | USD | 2025-11-25 | 1,207,560 | 67,359 | 1,140,201 | 1 | 58.9 | 31.1 | 4.2 | 5.8 | XLF:19.1%;TLT:19.6%;MSFT:12.6%;AMZN:10.3%;TSLA:15.9%;QQQ:22.6% | US:74.3;EU:8.3;APAC:7.7;EM:9.5;Other:0.2 | Value:-0.4;Growth:+0.5;Quality:+0.4;Size:+0.5;Momentum:-0.3;LowVol:-0.4 | null | 10 | 30 | 4.9 | trailing 8% | 192 | 24.5 | Sideways | 21.3 | 4.54 | 2.4 | 129 | 2 | 52 | 59 | false | Rebalance | Shift +1% to bonds from equity | -1 | -11 | BrokerD | MKT | 86 | null | null | Normal monitoring | -14 | -51 | -28 | 3 | false | Within IPS guidelines |
P2522 | Hands-off | IRA | USD | 2025-06-22 | 217,285 | 17,605 | 199,680 | 1 | 66.8 | 19.6 | 6.9 | 6.7 | VTI:17.7%;IEF:21.4%;AMZN:10.6%;MUB:11.0%;VOO:20.6%;AAPL:18.5% | US:71.3;EU:10.9;APAC:10.1;EM:6.9;Other:0.9 | Value:0.0;Growth:-0.9;Quality:-0.7;Size:-0.2;Momentum:-0.9;LowVol:-0.2 | ESGOnly;MaxPos5% | 5 | 25 | 4 | trailing 8% | 105 | 19 | Bull | 13.5 | 4.03 | 3.1 | 82 | 58 | 76 | 53 | false | NoAction | Within bands; monitor | 8 | 12 | BrokerA | MKT | 0 | null | null | Normal monitoring | 58 | -35 | 117 | 3 | false | Monitor dispersion and breadth |
P2523 | Active | 401k | USD | 2025-06-03 | 620,982 | 43,825 | 577,157 | 1 | 65.6 | 27.5 | 0 | 6.9 | TLT:21.6%;BRK.B:23.1%;AMZN:23.1%;MSFT:23.1%;HYG:9.1% | US:65.9;EU:11.7;APAC:16.6;EM:3.8;Other:2.0 | Value:-0.6;Growth:-0.8;Quality:-0.4;Size:-0.6;Momentum:+0.5;LowVol:-1.0 | null | 10 | 35 | 5.7 | hard 12% | 122 | 19.5 | Volatile | 21.8 | 5.12 | 3.3 | 158 | -44 | 38 | 63 | false | NoAction | Within bands; monitor | -10 | -15 | BrokerA | VWAP | 85 | null | null | Normal monitoring | 104 | -11 | 118 | 4 | false | Tighten stops on momentum names |
P2524 | Opportunistic | Taxable | USD | 2024-12-02 | 1,519,981 | 126,682 | 1,393,299 | 1 | 68.4 | 16.7 | 9.5 | 5.4 | VTI:33.9%;VNQ:33.9%;GLD:32.2% | US:76.2;EU:7.4;APAC:8.6;EM:4.4;Other:3.3 | Value:-0.1;Growth:+0.9;Quality:-0.1;Size:+0.5;Momentum:+0.6;LowVol:+1.0 | NoDerivatives | 5 | 25 | 4.8 | hard 12% | 256 | 35 | Sideways | 21.7 | 4.29 | 2.1 | 122 | 42 | 73 | 63 | false | Rebalance | Shift +1% to bonds from equity | -7 | -38 | BrokerB | MKT | 99 | null | null | Normal monitoring | 39 | 16 | 176 | 4 | false | Tighten stops on momentum names |
P2525 | Cautious | 401k | USD | 2025-01-08 | 442,158 | 40,107 | 402,051 | 1 | 51.4 | 30.6 | 1.6 | 16.3 | HYG:21.6%;BRK.B:21.6%;VOO:19.4%;MSFT:15.7%;VNQ:21.6% | US:74.2;EU:7.3;APAC:11.2;EM:7.0;Other:0.3 | Value:-0.7;Growth:+0.5;Quality:+0.8;Size:+0.2;Momentum:+0.6;LowVol:-0.5 | NoMargin | 10 | 25 | 3.3 | trailing 8% | 133 | 18.2 | Bull | 12.1 | 3.58 | 2.4 | 97 | 110 | 99 | 42 | true | Hedge | Buy index puts 1% notional | 21 | -13 | BrokerA | LMT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -60 | 18 | -59 | 5 | false | Tax-aware sells next window |
P2526 | Opportunistic | Trust | USD | 2024-12-11 | 1,657,652 | 73,894 | 1,583,758 | 1 | 69 | 12.5 | 14 | 4.5 | MSFT:15.8%;TLT:11.8%;TSLA:15.4%;BND:17.4%;HYG:20.5%;AMZN:19.2% | US:61.5;EU:15.1;APAC:11.0;EM:10.4;Other:2.0 | Value:+0.7;Growth:+0.2;Quality:-0.7;Size:+0.1;Momentum:-0.6;LowVol:+0.3 | MaxPos7% | 10 | 30 | 5.3 | trailing 7% | 238 | 31.9 | Volatile | 25.3 | 3.61 | 2.6 | 122 | 62 | 87 | 75 | true | Hedge | Buy index puts 1% notional | 12 | -8 | BrokerA | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 14 | 6 | 149 | 5 | false | Within IPS guidelines |
P2527 | Opportunistic | Roth | USD | 2024-11-03 | 641,349 | 49,640 | 591,709 | 1.1 | 65.8 | 15.4 | 11.4 | 7.5 | HYG:33.3%;AAPL:33.3%;MSFT:33.3% | US:66.3;EU:12.0;APAC:8.8;EM:9.7;Other:3.2 | Value:+0.3;Growth:+0.3;Quality:+0.3;Size:+0.7;Momentum:-0.3;LowVol:-0.4 | null | 5 | 30 | 4.4 | trailing 9% | 194 | 28.1 | Bull | 11.1 | 4.7 | 3.4 | 115 | 51 | 82 | 34 | false | Buy | Add to core equity +1% | -15 | 13 | BrokerC | MKT | 92 | null | null | Normal monitoring | 115 | -38 | 191 | 4 | false | Within IPS guidelines |
P2528 | Active | 401k | USD | 2025-02-03 | 1,664,059 | 153,118 | 1,510,941 | 1.06 | 61.8 | 31.3 | 0.4 | 6.6 | AAPL:33.3%;QQQ:33.3%;IEF:33.3% | US:61.3;EU:16.6;APAC:12.7;EM:7.6;Other:1.9 | Value:+0.4;Growth:+0.8;Quality:+0.1;Size:-0.7;Momentum:-0.5;LowVol:+0.8 | MaxPos7%;NoDerivatives | 7 | 35 | 4.6 | trailing 8% | 224 | 25.5 | Volatile | 25.5 | 3.92 | 3.5 | 112 | 16 | 71 | 58 | false | Buy | Add to core equity +1% | 15 | -13 | BrokerC | LMT | 88 | null | null | Normal monitoring | 21 | -12 | 10 | 5 | false | Within IPS guidelines |
P2529 | Cautious | IRA | USD | 2025-08-09 | 415,823 | 35,807 | 380,016 | 1 | 42.5 | 39 | 2.7 | 15.8 | AMZN:25.8%;VNQ:10.3%;TSLA:25.8%;HYG:20.5%;BRK.B:17.7% | US:64.9;EU:13.3;APAC:8.2;EM:9.4;Other:4.2 | Value:+0.8;Growth:+0.5;Quality:+0.8;Size:-0.6;Momentum:+0.7;LowVol:+0.1 | ESGOnly;MaxPos6%;NoMargin | 8 | 35 | 5.7 | trailing 10% | 139 | 14.5 | Volatile | 23.3 | 3.88 | 2.2 | 112 | -30 | 35 | 59 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | 2 | BrokerC | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 30 | -4 | 75 | 3 | false | Increase defensive factor exposure |
P2530 | Cautious | Roth | USD | 2025-06-04 | 579,786 | 69,142 | 510,644 | 1 | 44.5 | 31.8 | 8.6 | 15.1 | TLT:26.5%;VTI:20.4%;BRK.B:26.5%;VOO:26.5% | US:66.3;EU:10.5;APAC:11.4;EM:11.1;Other:0.7 | Value:+0.7;Growth:+0.2;Quality:-0.8;Size:+0.9;Momentum:-0.2;LowVol:-0.4 | MaxPos5%;NoMargin | 8 | 25 | 5.2 | hard 10% | 110 | 12.5 | Bear | 22.9 | 3.72 | 2 | 150 | -12 | 52 | 43 | false | Buy | Add to core equity +1% | 2 | -39 | BrokerB | MKT | 91 | null | null | Normal monitoring | 105 | 7 | 157 | 3 | false | Tighten stops on momentum names |
P2531 | Cautious | Taxable | USD | 2025-11-29 | 664,058 | 100,413 | 563,645 | 1 | 47.8 | 38.4 | 0 | 13.8 | VTI:24.7%;TLT:25.1%;BND:25.1%;AAPL:25.1% | US:67.9;EU:16.2;APAC:7.7;EM:4.3;Other:3.8 | Value:+0.8;Growth:+0.7;Quality:0.0;Size:+0.6;Momentum:-0.2;LowVol:-0.2 | MaxPos7%;NoMargin | 5 | 30 | 6 | trailing 8% | 125 | 16 | Bull | 13.9 | 4.28 | 2.7 | 77 | 96 | 92 | 35 | false | Sell | Trim extended winner -1% | 16 | -40 | BrokerD | MKT | 92 | null | null | Normal monitoring | 53 | 1 | 94 | 3 | false | Monitor dispersion and breadth |
P2532 | Hands-off | 401k | USD | 2024-09-27 | 587,287 | 55,513 | 531,774 | 1 | 72 | 17.1 | 5.8 | 5 | QQQ:26.0%;BRK.B:26.0%;AAPL:26.0%;BND:22.0% | US:63.5;EU:16.1;APAC:11.5;EM:8.6;Other:0.3 | Value:-0.7;Growth:-0.2;Quality:-0.6;Size:-0.3;Momentum:-0.7;LowVol:+0.3 | NoDerivatives | 10 | 30 | 4.7 | hard 10% | 128 | 12.4 | Bear | 23.8 | 4.42 | 1.4 | 138 | -111 | 5 | 80 | true | Hedge | Buy index puts 1% notional | 16 | -19 | BrokerC | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 52 | 13 | 19 | 2 | false | Monitor dispersion and breadth |
P2533 | Active | Trust | USD | 2025-08-27 | 721,888 | 65,904 | 655,984 | 1 | 67 | 25.4 | 0.7 | 7 | BRK.B:23.1%;VNQ:20.8%;MUB:23.1%;AMZN:23.1%;QQQ:9.9% | US:71.8;EU:10.3;APAC:12.3;EM:4.6;Other:0.9 | Value:-0.1;Growth:+0.3;Quality:+0.9;Size:-0.4;Momentum:+0.4;LowVol:-1.0 | null | 8 | 25 | 4.9 | trailing 9% | 161 | 17.2 | Sideways | 21.3 | 3.52 | 2.7 | 118 | 56 | 76 | 63 | false | NoAction | Within bands; monitor | 3 | -15 | BrokerB | MKT | 0 | null | null | Normal monitoring | -6 | -6 | 14 | 4 | false | Monitor dispersion and breadth |
P2534 | Cautious | IRA | USD | 2025-06-12 | 735,456 | 103,751 | 631,705 | 1 | 43.6 | 40 | 1.1 | 15.3 | BRK.B:19.8%;TLT:19.7%;QQQ:19.5%;IEF:19.4%;MSFT:9.0%;BND:12.6% | US:62.4;EU:16.7;APAC:8.5;EM:9.9;Other:2.5 | Value:+0.4;Growth:+0.3;Quality:+0.5;Size:-0.2;Momentum:-0.7;LowVol:-0.6 | ESGOnly;NoMargin | 10 | 35 | 5 | trailing 8% | 97 | 17.2 | Sideways | 20.3 | 4.24 | 2.9 | 129 | 32 | 63 | 44 | false | Rebalance | Shift +1% to bonds from equity | -3 | -29 | BrokerA | LMT | 89 | null | null | Normal monitoring | -41 | -43 | 51 | 4 | false | Increase defensive factor exposure |
P2535 | Active | Taxable | USD | 2024-11-01 | 959,984 | 99,097 | 860,887 | 1 | 60.2 | 31.1 | 0 | 8.7 | AAPL:22.2%;IEF:22.2%;MUB:22.2%;TLT:16.2%;VOO:17.1% | US:66.5;EU:15.1;APAC:13.0;EM:5.4;Other:0.1 | Value:-0.3;Growth:+0.5;Quality:-0.4;Size:+0.1;Momentum:+0.1;LowVol:+0.4 | MaxPos8%;NoDerivatives | 8 | 25 | 4.2 | hard 12% | 222 | 17.7 | Volatile | 28.4 | 5.16 | 2.3 | 130 | -7 | 60 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | 0 | BrokerB | LMT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -39 | -58 | 92 | 5 | false | Within IPS guidelines |
P2536 | Hands-off | 401k | USD | 2025-04-02 | 464,772 | 39,898 | 424,874 | 1 | 61.7 | 27 | 3.3 | 8 | MSFT:26.8%;QQQ:26.8%;AAPL:19.7%;VNQ:26.8% | US:62.5;EU:11.5;APAC:12.5;EM:11.1;Other:2.5 | Value:-0.0;Growth:-0.4;Quality:+0.6;Size:-0.1;Momentum:-0.1;LowVol:+0.5 | NoDerivatives | 10 | 30 | 4.1 | trailing 8% | 102 | 14.7 | Volatile | 20.7 | 4.27 | 3.1 | 117 | 65 | 97 | 52 | false | Rebalance | Shift +1% to bonds from equity | 17 | -14 | BrokerC | MKT | 86 | null | null | Normal monitoring | 57 | 10 | 179 | 4 | false | Within IPS guidelines |
P2537 | Active | Roth | USD | 2025-12-22 | 890,352 | 67,295 | 823,057 | 1 | 62.1 | 19.4 | 12.9 | 5.5 | TLT:15.7%;BND:21.1%;VOO:10.3%;VTI:18.9%;MUB:20.3%;TSLA:13.8% | US:65.6;EU:17.8;APAC:11.8;EM:2.9;Other:1.9 | Value:+0.7;Growth:-0.0;Quality:-0.9;Size:+0.4;Momentum:-0.4;LowVol:-0.7 | null | 8 | 30 | 4.1 | hard 12% | 167 | 16.1 | Bear | 23.3 | 4.2 | 2.2 | 194 | -112 | 5 | 61 | false | Rebalance | Shift +1% to bonds from equity | 15 | 0 | BrokerA | MKT | 99 | null | null | Normal monitoring | 66 | -53 | 121 | 4 | false | Monitor dispersion and breadth |
P2538 | Hands-off | Taxable | USD | 2025-06-10 | 796,005 | 73,646 | 722,359 | 1 | 68.8 | 25.9 | 0 | 5.3 | HYG:15.9%;TSLA:15.6%;XLF:16.1%;MSFT:18.4%;VNQ:16.6%;AMZN:17.4% | US:64.6;EU:11.1;APAC:10.9;EM:13.2;Other:0.2 | Value:-0.7;Growth:+0.9;Quality:+0.6;Size:-0.8;Momentum:+1.0;LowVol:+0.8 | ESGOnly | 10 | 25 | 3.3 | trailing 10% | 135 | 13.6 | Bull | 17.1 | 3.92 | 2.4 | 112 | 61 | 86 | 53 | false | Rebalance | Shift +1% to bonds from equity | 4 | -13 | BrokerB | MKT | 91 | null | null | Normal monitoring | -8 | 8 | -5 | 3 | false | Tighten stops on momentum names |
P2539 | Systematic | Roth | USD | 2024-12-18 | 674,634 | 28,551 | 646,083 | 1 | 55.9 | 29.4 | 9.6 | 5.1 | VOO:17.1%;MSFT:21.6%;MUB:21.6%;VNQ:21.6%;BND:18.0% | US:67.9;EU:12.4;APAC:11.0;EM:8.1;Other:0.6 | Value:-0.6;Growth:-0.7;Quality:+0.7;Size:-0.9;Momentum:-0.6;LowVol:+0.6 | MaxPos8% | 8 | 25 | 5.5 | hard 12% | 144 | 21.5 | Volatile | 29.3 | 4.2 | 2.9 | 171 | -2 | 59 | 73 | true | Hedge | Buy index puts 1% notional | -3 | -14 | BrokerD | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | 85 | -37 | 179 | 2 | false | Within IPS guidelines |
P2540 | Cautious | IRA | USD | 2025-08-22 | 319,620 | 29,140 | 290,480 | 1 | 37.7 | 43.7 | 1.9 | 16.6 | AAPL:25.0%;AMZN:10.5%;TLT:22.4%;HYG:17.0%;VNQ:25.0% | US:72.5;EU:6.9;APAC:11.2;EM:8.5;Other:0.9 | Value:+0.9;Growth:+0.1;Quality:+0.7;Size:-0.1;Momentum:+0.7;LowVol:-0.3 | NoMargin | 7 | 30 | 4.2 | hard 10% | 132 | 15.3 | Bear | 22.2 | 3.68 | 1.9 | 188 | -49 | 16 | 38 | false | Sell | Trim extended winner -1% | 13 | -18 | BrokerC | MKT | 88 | null | null | Normal monitoring | 59 | -58 | 98 | 4 | false | Monitor dispersion and breadth |
P2541 | Active | Roth | USD | 2025-10-16 | 1,467,884 | 142,735 | 1,325,149 | 1 | 59.1 | 30.6 | 2.7 | 7.6 | AMZN:7.0%;AAPL:22.4%;TLT:22.4%;HYG:18.6%;TSLA:12.6%;QQQ:16.9% | US:61.6;EU:14.9;APAC:11.5;EM:9.5;Other:2.5 | Value:-0.8;Growth:+0.9;Quality:+0.6;Size:+0.6;Momentum:-0.3;LowVol:-0.9 | null | 10 | 25 | 5.5 | hard 12% | 213 | 21.8 | Bull | 17.5 | 4.28 | 2 | 106 | 28 | 49 | 42 | false | NoAction | Within bands; monitor | 12 | 7 | BrokerB | MKT | 0 | null | null | Normal monitoring | 2 | -41 | 23 | 5 | false | Tighten stops on momentum names |
P2542 | Cautious | 401k | USD | 2025-08-13 | 580,343 | 64,014 | 516,329 | 1 | 51.8 | 34.5 | 0 | 13.7 | VOO:22.3%;AAPL:19.2%;MUB:29.2%;MSFT:29.2% | US:68.0;EU:7.7;APAC:10.0;EM:8.3;Other:5.9 | Value:-0.3;Growth:-0.0;Quality:-0.4;Size:+0.4;Momentum:-0.7;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 10 | 25 | 4.3 | hard 10% | 102 | 13.9 | Volatile | 28 | 4.17 | 2.1 | 156 | -19 | 43 | 70 | false | Rebalance | Shift +1% to bonds from equity | -3 | -38 | BrokerA | LMT | 93 | null | null | Normal monitoring | 55 | -20 | 126 | 5 | false | Increase defensive factor exposure |
P2543 | Opportunistic | Trust | USD | 2025-05-02 | 1,550,234 | 55,839 | 1,494,395 | 1 | 65.5 | 15.3 | 14.9 | 4.3 | AMZN:25.5%;VNQ:25.5%;HYG:23.5%;VOO:25.5% | US:71.8;EU:6.9;APAC:8.6;EM:11.8;Other:1.0 | Value:-0.6;Growth:+0.8;Quality:-0.1;Size:-0.8;Momentum:-0.0;LowVol:-0.6 | null | 8 | 35 | 5.8 | trailing 7% | 253 | 34.6 | Bull | 16.6 | 4.37 | 2.5 | 107 | 95 | 100 | 61 | false | Hedge | Add TLT +1% as duration hedge | 11 | 4 | BrokerB | MKT | 87 | null | null | Normal monitoring | 51 | -8 | 70 | 4 | false | Tax-aware sells next window |
P2544 | Active | IRA | USD | 2024-07-10 | 1,650,246 | 140,945 | 1,509,301 | 1 | 53.6 | 21.6 | 16.4 | 8.4 | MUB:33.3%;BND:33.3%;GLD:33.3% | US:64.9;EU:17.4;APAC:6.4;EM:10.4;Other:0.9 | Value:+0.2;Growth:-0.1;Quality:-0.4;Size:+0.8;Momentum:-0.5;LowVol:+0.5 | MaxPos6% | 8 | 35 | 5 | trailing 9% | 206 | 20.6 | Bull | 14.5 | 4.42 | 3.4 | 108 | 58 | 80 | 38 | true | Hedge | Buy index puts 1% notional | 20 | -32 | BrokerC | MKT | 87 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -37 | -37 | -25 | 3 | true | Increase defensive factor exposure |
P2545 | Cautious | IRA | USD | 2024-07-12 | 579,607 | 71,937 | 507,670 | 1 | 36.4 | 38.4 | 12.1 | 13.2 | AAPL:33.3%;MUB:33.3%;TSLA:33.3% | US:65.9;EU:14.6;APAC:6.8;EM:8.8;Other:3.9 | Value:+0.3;Growth:-0.4;Quality:+0.7;Size:+0.4;Momentum:-0.8;LowVol:-0.8 | ESGOnly;MaxPos5%;NoMargin | 10 | 25 | 4.6 | trailing 8% | 112 | 12.9 | Sideways | 14.3 | 3.63 | 2.3 | 128 | 28 | 56 | 30 | false | Buy | Add to core equity +1% | 10 | -17 | BrokerC | MKT | 100 | null | null | Normal monitoring | 23 | -33 | 107 | 4 | false | Monitor dispersion and breadth |
P2546 | Hands-off | IRA | USD | 2025-05-20 | 592,612 | 50,383 | 542,229 | 1 | 63.5 | 28.2 | 0.5 | 7.9 | QQQ:25.6%;AMZN:15.8%;VNQ:25.6%;IEF:14.6%;AAPL:18.5% | US:71.0;EU:11.8;APAC:9.8;EM:7.2;Other:0.2 | Value:-0.7;Growth:-0.3;Quality:-0.7;Size:+0.8;Momentum:-0.1;LowVol:-0.9 | MaxPos6%;NoDerivatives | 10 | 35 | 3.7 | trailing 10% | 105 | 15 | Volatile | 25.6 | 4.46 | 3.1 | 169 | 11 | 54 | 78 | true | Hedge | Buy index puts 1% notional | 16 | -2 | BrokerA | LMT | 100 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 97 | -29 | 219 | 4 | false | Increase defensive factor exposure |
P2547 | Hands-off | Trust | USD | 2025-04-13 | 305,332 | 17,707 | 287,625 | 1 | 67.4 | 26 | 0 | 6.5 | HYG:21.7%;MSFT:16.8%;XLF:11.8%;VOO:11.4%;BRK.B:16.6%;TSLA:21.7% | US:66.7;EU:17.0;APAC:11.7;EM:3.8;Other:0.7 | Value:-0.4;Growth:+0.9;Quality:+0.6;Size:+0.6;Momentum:+0.6;LowVol:-0.8 | ESGOnly;NoDerivatives | 7 | 30 | 4.4 | trailing 10% | 132 | 18.5 | Sideways | 15.9 | 4.28 | 2.6 | 119 | -26 | 52 | 59 | false | Sell | Trim extended winner -1% | 4 | -23 | BrokerC | LMT | 100 | null | null | Normal monitoring | 79 | -29 | 136 | 4 | false | Increase defensive factor exposure |
P2548 | Hands-off | IRA | USD | 2024-12-05 | 528,391 | 42,693 | 485,698 | 1 | 58.5 | 26.2 | 8.1 | 7.1 | XLF:13.7%;BRK.B:21.8%;TLT:16.7%;VTI:21.8%;HYG:11.9%;QQQ:14.1% | US:69.1;EU:11.6;APAC:8.7;EM:9.2;Other:1.3 | Value:+0.1;Growth:-0.8;Quality:0.0;Size:-0.7;Momentum:-0.5;LowVol:-0.3 | ESGOnly;MaxPos5% | 6 | 35 | 5.7 | trailing 10% | 150 | 19.1 | Volatile | 20.7 | 3.7 | 2 | 123 | -14 | 51 | 61 | false | Rebalance | Shift +1% to bonds from equity | 15 | 9 | BrokerB | LMT | 94 | null | null | Normal monitoring | 18 | 2 | 57 | 4 | false | Tax-aware sells next window |
P2549 | Systematic | 401k | USD | 2025-01-12 | 687,713 | 30,647 | 657,066 | 1 | 60.7 | 30.1 | 1.5 | 7.8 | BND:33.3%;AMZN:33.3%;VTI:33.3% | US:70.1;EU:7.4;APAC:15.5;EM:5.2;Other:1.7 | Value:+0.4;Growth:+0.5;Quality:+0.8;Size:+0.8;Momentum:-0.3;LowVol:-0.6 | MaxPos6% | 6 | 30 | 4.1 | trailing 8% | 144 | 19.1 | Bull | 14 | 4.1 | 3.4 | 70 | 81 | 93 | 35 | false | Hedge | Add TLT +1% as duration hedge | -10 | -24 | BrokerA | MKT | 87 | null | null | Normal monitoring | 95 | 1 | 179 | 5 | false | Tax-aware sells next window |
P2550 | Active | Roth | USD | 2025-04-14 | 2,171,974 | 217,980 | 1,953,994 | 1 | 59.2 | 32 | 1.3 | 7.6 | BND:21.5%;AAPL:21.5%;BRK.B:8.1%;GLD:19.7%;HYG:15.0%;VNQ:14.2% | US:67.4;EU:11.0;APAC:8.5;EM:8.6;Other:4.6 | Value:+0.7;Growth:-0.7;Quality:+0.3;Size:-0.1;Momentum:-0.6;LowVol:0.0 | MaxPos5%;NoDerivatives | 10 | 30 | 5 | trailing 9% | 134 | 23.4 | Volatile | 24.5 | 4.59 | 2.8 | 150 | -5 | 62 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | 12 | BrokerD | MKT | 99 | VAR>budget | Reduce | Risk above budget threshold | 56 | -8 | 45 | 2 | false | Increase defensive factor exposure |
P2551 | Active | Roth | USD | 2024-09-05 | 1,814,792 | 185,098 | 1,629,694 | 1 | 57.2 | 22 | 11.9 | 8.8 | VNQ:33.3%;GLD:33.3%;MUB:33.3% | US:61.8;EU:12.5;APAC:12.1;EM:8.7;Other:4.9 | Value:+1.0;Growth:-1.0;Quality:-0.3;Size:-0.4;Momentum:-0.9;LowVol:-1.0 | null | 8 | 30 | 5.1 | hard 12% | 212 | 16.5 | Sideways | 18.5 | 4.71 | 2.7 | 90 | 22 | 47 | 58 | true | Rebalance | Rebalance back to target bands | -15 | -30 | BrokerD | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 109 | 18 | 216 | 5 | false | Within IPS guidelines |
P2552 | Opportunistic | Taxable | USD | 2024-12-15 | 1,704,770 | 151,144 | 1,553,626 | 1.19 | 64.6 | 12 | 18.1 | 5.3 | QQQ:33.3%;TLT:33.3%;VTI:33.3% | US:67.4;EU:20.2;APAC:6.7;EM:4.3;Other:1.3 | Value:-0.1;Growth:-0.3;Quality:+0.1;Size:-1.0;Momentum:-0.3;LowVol:-0.6 | null | 6 | 30 | 5.4 | trailing 7% | 279 | 32.1 | Bull | 13.6 | 4.45 | 3.1 | 78 | 59 | 82 | 44 | false | Rebalance | Shift +1% to bonds from equity | 30 | -38 | BrokerC | MKT | 95 | null | null | Normal monitoring | -50 | -55 | -36 | 4 | false | Within IPS guidelines |
P2553 | Opportunistic | Taxable | USD | 2025-08-06 | 355,264 | 31,061 | 324,203 | 1 | 67.1 | 15.3 | 11.8 | 5.8 | HYG:26.1%;GLD:26.1%;IEF:26.1%;VOO:21.7% | US:69.1;EU:15.1;APAC:8.8;EM:3.4;Other:3.7 | Value:-0.4;Growth:-0.8;Quality:0.0;Size:-0.9;Momentum:+0.4;LowVol:-0.4 | NoDerivatives | 5 | 35 | 5.6 | trailing 9% | 221 | 23 | Bear | 33.2 | 4.24 | 2.6 | 210 | -108 | 11 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 14 | -32 | BrokerC | MKT | 90 | VAR>budget | Hedge | Risk above budget threshold | -45 | -34 | 93 | 4 | false | Increase defensive factor exposure |
P2554 | Active | Roth | USD | 2025-11-13 | 1,125,809 | 118,677 | 1,007,132 | 1 | 62.1 | 23.2 | 9.5 | 5.3 | BRK.B:24.2%;TSLA:21.0%;XLF:27.4%;MUB:27.4% | US:70.1;EU:12.6;APAC:8.1;EM:5.0;Other:4.1 | Value:+0.2;Growth:+0.3;Quality:+0.8;Size:+0.1;Momentum:-0.4;LowVol:+0.8 | null | 8 | 30 | 5.4 | hard 12% | 207 | 24.6 | Bull | 11.6 | 3.58 | 3.3 | 112 | 0 | 54 | 38 | false | Rebalance | Shift +1% to bonds from equity | 9 | 0 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 66 | -42 | 61 | 3 | false | Increase defensive factor exposure |
P2555 | Active | Roth | USD | 2024-10-16 | 840,257 | 75,629 | 764,628 | 1 | 67.9 | 26.5 | 0 | 5.6 | VTI:14.6%;IEF:28.5%;VNQ:28.5%;AAPL:28.5% | US:58.1;EU:10.8;APAC:15.4;EM:10.8;Other:4.9 | Value:-0.4;Growth:+0.3;Quality:+0.3;Size:-0.7;Momentum:+0.9;LowVol:+0.6 | NoDerivatives | 6 | 35 | 5.1 | trailing 9% | 142 | 24.5 | Sideways | 20.4 | 4.09 | 3.3 | 123 | 48 | 82 | 59 | true | Hedge | Buy index puts 1% notional | -10 | -35 | BrokerA | LMT | 96 | VAR>budget | Hedge | Risk above budget threshold | 67 | -36 | 165 | 2 | false | Tax-aware sells next window |
P2556 | Systematic | Roth | USD | 2024-07-18 | 1,067,182 | 100,346 | 966,836 | 1 | 64.5 | 21.5 | 6.5 | 7.6 | TSLA:23.3%;AAPL:20.9%;QQQ:23.3%;BND:23.3%;VTI:9.0% | US:66.6;EU:12.9;APAC:12.2;EM:4.2;Other:4.1 | Value:+0.8;Growth:-0.2;Quality:-0.9;Size:-0.7;Momentum:-0.8;LowVol:+0.8 | MaxPos6% | 8 | 30 | 5.2 | trailing 8% | 160 | 20.1 | Volatile | 24.5 | 4.71 | 3.9 | 118 | 20 | 53 | 74 | true | Rebalance | Rebalance back to target bands | 29 | -30 | BrokerA | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | 17 | -53 | 8 | 4 | false | Within IPS guidelines |
P2557 | Opportunistic | Trust | USD | 2024-10-15 | 917,663 | 68,802 | 848,861 | 1 | 61.6 | 17.1 | 13.7 | 7.5 | AMZN:31.4%;TSLA:34.3%;AAPL:34.3% | US:65.4;EU:9.7;APAC:15.9;EM:5.9;Other:3.1 | Value:+0.5;Growth:-0.3;Quality:-0.9;Size:0.0;Momentum:+0.7;LowVol:+0.7 | NoDerivatives | 7 | 25 | 5.9 | trailing 9% | 210 | 33.4 | Sideways | 18.9 | 4.61 | 2.8 | 134 | 42 | 64 | 56 | false | Hedge | Add TLT +1% as duration hedge | 35 | -17 | BrokerB | MKT | 91 | null | null | Normal monitoring | 28 | -2 | 86 | 3 | false | Within IPS guidelines |
P2558 | Systematic | Trust | USD | 2025-02-10 | 1,983,767 | 173,048 | 1,810,719 | 1 | 60.4 | 23.5 | 9.2 | 7 | BND:20.1%;VOO:20.9%;MUB:20.9%;VNQ:9.2%;QQQ:19.3%;VTI:9.6% | US:66.9;EU:14.2;APAC:8.1;EM:7.6;Other:3.2 | Value:+0.4;Growth:-0.9;Quality:-0.8;Size:-0.7;Momentum:+0.6;LowVol:+0.5 | MaxPos7% | 5 | 25 | 4.8 | trailing 9% | 172 | 25.4 | Bull | 17.2 | 3.65 | 3 | 119 | 38 | 66 | 42 | false | Rebalance | Shift +1% to bonds from equity | 9 | 12 | BrokerD | MKT | 95 | null | null | Normal monitoring | 18 | -9 | 22 | 3 | false | Tax-aware sells next window |
P2559 | Cautious | Taxable | USD | 2025-11-24 | 800,940 | 65,441 | 735,499 | 1 | 48.3 | 37.6 | 0 | 14.2 | AAPL:9.2%;MSFT:21.4%;TSLA:10.5%;IEF:21.4%;MUB:16.2%;VNQ:21.4% | US:59.7;EU:18.3;APAC:8.1;EM:10.1;Other:3.8 | Value:-0.5;Growth:+0.3;Quality:+0.7;Size:+0.4;Momentum:+0.4;LowVol:+0.5 | MaxPos7%;NoDerivatives;NoMargin | 6 | 25 | 5.4 | trailing 8% | 110 | 12.2 | Bear | 26.6 | 3.84 | 2.5 | 180 | -21 | 36 | 56 | false | Buy | Add to core equity +1% | -10 | -25 | BrokerD | LMT | 86 | null | null | Normal monitoring | -47 | -41 | 21 | 3 | false | Tighten stops on momentum names |
P2560 | Hands-off | Taxable | USD | 2024-10-11 | 500,331 | 39,598 | 460,733 | 1 | 63.7 | 26.2 | 2.7 | 7.3 | AAPL:21.8%;HYG:17.4%;XLF:21.8%;BRK.B:18.2%;TSLA:20.7% | US:59.5;EU:11.8;APAC:16.2;EM:12.0;Other:0.5 | Value:+0.1;Growth:+0.3;Quality:-0.9;Size:+0.3;Momentum:+0.5;LowVol:-0.0 | ESGOnly | 10 | 25 | 4.2 | trailing 8% | 161 | 14.1 | Sideways | 19.4 | 3.64 | 2.4 | 130 | 9 | 67 | 63 | false | Sell | Trim extended winner -1% | -1 | -17 | BrokerD | MKT | 100 | null | null | Normal monitoring | 44 | 17 | 28 | 5 | false | Tax-aware sells next window |
P2561 | Opportunistic | IRA | USD | 2025-02-16 | 1,254,396 | 52,777 | 1,201,619 | 1 | 66.9 | 16.9 | 10.2 | 6 | TSLA:19.6%;XLF:12.5%;VOO:8.1%;GLD:21.3%;BND:17.2%;IEF:21.3% | US:65.5;EU:11.8;APAC:8.1;EM:8.9;Other:5.7 | Value:+0.2;Growth:+0.6;Quality:-0.7;Size:-0.5;Momentum:+0.7;LowVol:+0.5 | NoDerivatives | 5 | 30 | 6.5 | trailing 9% | 249 | 20.5 | Bear | 30.7 | 3.72 | 1.7 | 197 | -19 | 38 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | -32 | BrokerD | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -54 | -32 | 82 | 4 | false | Increase defensive factor exposure |
P2562 | Active | Trust | USD | 2025-05-18 | 1,795,216 | 132,611 | 1,662,605 | 1.17 | 63 | 22.5 | 5.1 | 9.4 | VOO:26.8%;HYG:26.8%;TLT:26.8%;IEF:19.7% | US:66.3;EU:14.3;APAC:9.0;EM:6.2;Other:4.2 | Value:-0.1;Growth:-0.4;Quality:-0.4;Size:+0.5;Momentum:-0.9;LowVol:-0.2 | null | 6 | 25 | 4.3 | trailing 8% | 142 | 18.5 | Sideways | 16.1 | 4.38 | 3.4 | 114 | 0 | 48 | 46 | false | Buy | Add to core equity +1% | 21 | -4 | BrokerC | LMT | 97 | null | null | Normal monitoring | 5 | -6 | -18 | 3 | false | Tighten stops on momentum names |
P2563 | Hands-off | Taxable | USD | 2024-07-12 | 719,693 | 66,950 | 652,743 | 1 | 65.7 | 26.8 | 0 | 7.4 | XLF:33.3%;TSLA:33.3%;TLT:33.3% | US:57.1;EU:20.8;APAC:5.8;EM:11.6;Other:4.7 | Value:-0.1;Growth:-1.0;Quality:-0.5;Size:+0.2;Momentum:-0.4;LowVol:-0.6 | MaxPos8% | 10 | 35 | 5.1 | trailing 8% | 163 | 15 | Sideways | 20.9 | 4.75 | 3.2 | 93 | 48 | 87 | 52 | false | Sell | Trim extended winner -1% | 1 | 9 | BrokerB | MKT | 89 | null | null | Normal monitoring | 68 | -29 | 169 | 4 | false | Tighten stops on momentum names |
P2564 | Hands-off | 401k | USD | 2025-01-08 | 334,800 | 29,000 | 305,800 | 1 | 63.8 | 29.1 | 0 | 7 | TSLA:33.3%;IEF:33.3%;QQQ:33.3% | US:60.1;EU:11.8;APAC:14.9;EM:11.2;Other:2.1 | Value:+0.8;Growth:-0.4;Quality:-0.6;Size:-0.2;Momentum:+0.8;LowVol:+0.6 | NoDerivatives | 5 | 30 | 5.7 | trailing 8% | 157 | 12.9 | Sideways | 17.9 | 4.95 | 3.1 | 103 | 17 | 70 | 62 | false | Rebalance | Shift +1% to bonds from equity | -1 | -23 | BrokerB | LMT | 95 | null | null | Normal monitoring | 50 | 1 | 155 | 5 | false | Increase defensive factor exposure |
P2565 | Systematic | Trust | USD | 2025-12-03 | 1,442,166 | 122,871 | 1,319,295 | 1 | 66.2 | 23.6 | 4.7 | 5.4 | VTI:26.2%;VOO:26.2%;AAPL:21.4%;QQQ:26.2% | US:73.5;EU:6.3;APAC:10.0;EM:9.7;Other:0.4 | Value:-0.9;Growth:-0.6;Quality:-0.8;Size:+0.9;Momentum:-0.4;LowVol:-0.5 | MaxPos8% | 10 | 25 | 4.2 | trailing 8% | 171 | 21 | Bull | 14.3 | 4.58 | 2.7 | 89 | 5 | 49 | 57 | false | Hedge | Add TLT +1% as duration hedge | -7 | -9 | BrokerA | MKT | 86 | null | null | Normal monitoring | -56 | 13 | -86 | 3 | false | Monitor dispersion and breadth |
P2566 | Hands-off | Roth | USD | 2025-10-20 | 722,569 | 36,168 | 686,401 | 1 | 63.8 | 28.6 | 0 | 7.6 | MSFT:20.5%;BRK.B:10.4%;AAPL:20.5%;TSLA:16.5%;AMZN:17.8%;IEF:14.2% | US:69.2;EU:12.7;APAC:9.1;EM:9.0;Other:0.1 | Value:+0.2;Growth:-0.1;Quality:+0.4;Size:-0.9;Momentum:+1.0;LowVol:-0.5 | null | 10 | 25 | 3.7 | trailing 10% | 155 | 18.8 | Volatile | 23.2 | 5.13 | 3.3 | 164 | -22 | 46 | 67 | false | Rebalance | Shift +1% to bonds from equity | 11 | 8 | BrokerB | MKT | 91 | null | null | Normal monitoring | -57 | -34 | 30 | 5 | false | Tighten stops on momentum names |
P2567 | Systematic | Taxable | USD | 2024-07-19 | 766,246 | 57,933 | 708,313 | 1 | 61.1 | 32.1 | 0 | 6.8 | AMZN:35.4%;BND:35.4%;VTI:29.2% | US:67.5;EU:10.4;APAC:14.4;EM:4.4;Other:3.3 | Value:+0.3;Growth:+0.2;Quality:-0.8;Size:-0.4;Momentum:+0.5;LowVol:+0.6 | MaxPos6% | 7 | 25 | 4.6 | trailing 9% | 207 | 19.4 | Bull | 16.1 | 3.66 | 2.1 | 112 | 111 | 97 | 40 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | -14 | BrokerA | VWAP | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 36 | -17 | 17 | 2 | true | Within IPS guidelines |
P2568 | Cautious | Taxable | USD | 2024-09-10 | 592,385 | 87,386 | 504,999 | 1 | 43.3 | 40.1 | 0 | 16.6 | IEF:16.5%;GLD:21.7%;XLF:17.3%;BRK.B:23.5%;VOO:11.2%;TLT:9.7% | US:64.1;EU:17.2;APAC:12.7;EM:4.9;Other:1.0 | Value:-0.6;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:+0.1;LowVol:-0.4 | NoMargin | 10 | 25 | 5.8 | trailing 8% | 93 | 19.4 | Sideways | 18.3 | 3.7 | 3 | 114 | -19 | 25 | 33 | false | NoAction | Within bands; monitor | 25 | 12 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 83 | -37 | 129 | 5 | false | Within IPS guidelines |
P2569 | Cautious | IRA | USD | 2025-06-04 | 544,445 | 75,299 | 469,146 | 1 | 47.3 | 30.2 | 7.9 | 14.6 | XLF:23.0%;TLT:29.6%;MUB:17.7%;AMZN:29.6% | US:72.6;EU:9.2;APAC:13.0;EM:3.2;Other:2.0 | Value:-0.2;Growth:-0.5;Quality:+0.2;Size:-0.5;Momentum:+0.3;LowVol:-0.5 | ESGOnly;NoMargin | 7 | 25 | 5.2 | trailing 8% | 142 | 13.3 | Volatile | 28.1 | 4.58 | 3.4 | 119 | -47 | 15 | 60 | false | Buy | Add to core equity +1% | 19 | 12 | BrokerC | MKT | 85 | null | null | Normal monitoring | 115 | -15 | 199 | 5 | false | Within IPS guidelines |
P2570 | Systematic | 401k | USD | 2024-10-20 | 925,842 | 45,238 | 880,604 | 1 | 63.7 | 21.3 | 5.5 | 9.5 | IEF:33.3%;QQQ:33.3%;BRK.B:33.3% | US:64.9;EU:17.1;APAC:6.7;EM:10.1;Other:1.2 | Value:+0.2;Growth:-0.1;Quality:+0.4;Size:-0.8;Momentum:-0.9;LowVol:+0.3 | null | 10 | 35 | 5.4 | hard 12% | 219 | 24.6 | Bull | 15.5 | 3.5 | 3 | 110 | 83 | 100 | 51 | false | Sell | Trim extended winner -1% | -12 | -36 | BrokerB | VWAP | 91 | null | null | Normal monitoring | -14 | -13 | -34 | 4 | false | Tax-aware sells next window |
P2571 | Hands-off | Taxable | USD | 2025-10-31 | 347,582 | 21,564 | 326,018 | 1 | 62 | 28.6 | 0 | 9.3 | VOO:24.6%;MUB:24.6%;HYG:24.6%;TLT:18.1%;VTI:8.0% | US:71.5;EU:9.9;APAC:10.7;EM:5.3;Other:2.6 | Value:-0.9;Growth:-0.9;Quality:+0.6;Size:+0.6;Momentum:-0.7;LowVol:0.0 | NoDerivatives | 6 | 35 | 3.1 | hard 10% | 104 | 17.5 | Volatile | 23.6 | 3.79 | 2.7 | 126 | 38 | 55 | 55 | false | Rebalance | Shift +1% to bonds from equity | 2 | -15 | BrokerB | VWAP | 96 | null | null | Normal monitoring | -33 | -3 | -6 | 4 | false | Within IPS guidelines |
P2572 | Opportunistic | Taxable | USD | 2025-06-15 | 1,440,210 | 111,373 | 1,328,837 | 1 | 67.9 | 17.6 | 7.1 | 7.4 | AAPL:21.2%;BND:6.3%;TSLA:21.2%;VOO:21.1%;BRK.B:16.2%;VTI:14.1% | US:63.5;EU:16.9;APAC:7.8;EM:10.6;Other:1.3 | Value:-0.4;Growth:+0.1;Quality:+0.1;Size:+0.5;Momentum:-0.8;LowVol:+0.6 | NoDerivatives | 5 | 25 | 6.8 | trailing 9% | 197 | 22.5 | Sideways | 20.6 | 4.94 | 2.2 | 134 | 56 | 73 | 66 | false | Buy | Add to core equity +1% | 8 | -10 | BrokerB | MKT | 88 | null | null | Normal monitoring | 37 | 14 | 92 | 5 | false | Within IPS guidelines |
P2573 | Systematic | Roth | USD | 2025-02-25 | 998,611 | 56,630 | 941,981 | 1 | 61.9 | 29.5 | 0 | 8.6 | QQQ:20.5%;BND:9.2%;IEF:23.4%;VNQ:23.4%;MUB:23.4% | US:66.7;EU:17.6;APAC:10.9;EM:4.3;Other:0.5 | Value:-0.8;Growth:+0.7;Quality:+0.9;Size:-0.6;Momentum:-0.2;LowVol:+0.8 | NoDerivatives | 7 | 30 | 5.7 | trailing 9% | 218 | 22.5 | Bull | 15.1 | 4.74 | 2.3 | 113 | 66 | 90 | 57 | false | Rebalance | Shift +1% to bonds from equity | 31 | -29 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 96 | -59 | 154 | 5 | false | Tax-aware sells next window |
P2574 | Opportunistic | Roth | USD | 2025-02-01 | 1,606,473 | 60,361 | 1,546,112 | 1.16 | 73.4 | 18.8 | 0 | 7.9 | TSLA:23.1%;AMZN:23.1%;BND:15.2%;MSFT:23.1%;VTI:15.4% | US:59.9;EU:8.1;APAC:15.4;EM:11.5;Other:5.1 | Value:-0.7;Growth:-0.6;Quality:+0.4;Size:+0.2;Momentum:+0.3;LowVol:+1.0 | NoDerivatives | 6 | 30 | 4.4 | trailing 9% | 190 | 30.4 | Bull | 13.7 | 4.95 | 3.4 | 99 | 33 | 77 | 60 | false | Sell | Trim extended winner -1% | -3 | -39 | BrokerB | MKT | 94 | null | null | Normal monitoring | 45 | -40 | 49 | 5 | false | Within IPS guidelines |
P2575 | Opportunistic | IRA | USD | 2025-04-16 | 1,475,356 | 99,563 | 1,375,793 | 1.13 | 69.2 | 10.9 | 12.4 | 7.5 | TLT:9.9%;IEF:14.9%;VOO:21.1%;XLF:21.1%;BRK.B:16.9%;VTI:16.1% | US:68.7;EU:13.3;APAC:10.7;EM:4.0;Other:3.4 | Value:-0.9;Growth:+0.7;Quality:+0.1;Size:-0.1;Momentum:+0.6;LowVol:-1.0 | null | 6 | 25 | 5.3 | trailing 7% | 179 | 29 | Bull | 12.9 | 4.48 | 2.1 | 111 | 15 | 71 | 56 | false | Rebalance | Shift +1% to bonds from equity | -5 | -1 | BrokerD | MKT | 97 | null | null | Normal monitoring | 49 | -30 | 134 | 4 | false | Tighten stops on momentum names |
P2576 | Active | 401k | USD | 2025-10-15 | 2,487,244 | 158,589 | 2,328,655 | 1.23 | 65.5 | 21.7 | 4.9 | 7.9 | MSFT:24.3%;VOO:22.3%;HYG:26.7%;QQQ:26.7% | US:70.4;EU:5.8;APAC:11.6;EM:11.5;Other:0.8 | Value:-0.9;Growth:+0.6;Quality:-0.1;Size:-0.9;Momentum:-0.1;LowVol:-0.2 | NoDerivatives | 10 | 30 | 5.5 | trailing 9% | 203 | 27.2 | Bear | 25 | 4.18 | 1.9 | 146 | -20 | 37 | 63 | false | Sell | Trim extended winner -1% | 22 | -33 | BrokerD | MKT | 95 | null | null | Normal monitoring | 116 | -11 | 85 | 5 | false | Monitor dispersion and breadth |
P2577 | Cautious | Roth | USD | 2024-10-07 | 237,485 | 26,308 | 211,177 | 1 | 43.7 | 39.8 | 0 | 16.6 | GLD:11.8%;TSLA:22.2%;MUB:22.2%;IEF:18.4%;TLT:12.6%;AAPL:12.8% | US:70.5;EU:12.5;APAC:5.1;EM:10.3;Other:1.6 | Value:+0.2;Growth:+0.7;Quality:-0.5;Size:-0.6;Momentum:-0.2;LowVol:-0.4 | MaxPos7%;NoMargin | 6 | 25 | 3.8 | trailing 8% | 92 | 17.6 | Bull | 15.6 | 4.47 | 2.9 | 98 | 115 | 95 | 35 | false | Hedge | Add TLT +1% as duration hedge | -4 | -27 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 62 | -14 | 160 | 3 | false | Tighten stops on momentum names |
P2578 | Active | Roth | USD | 2025-04-17 | 630,078 | 52,698 | 577,380 | 1.13 | 52.5 | 26 | 11.8 | 9.7 | BRK.B:20.9%;TSLA:6.9%;TLT:8.9%;IEF:21.6%;HYG:21.2%;AAPL:20.6% | US:55.3;EU:17.1;APAC:15.3;EM:10.9;Other:1.3 | Value:-0.7;Growth:+0.5;Quality:+0.9;Size:+0.4;Momentum:-0.5;LowVol:+0.9 | MaxPos6%;NoDerivatives | 6 | 30 | 5.7 | trailing 9% | 124 | 24.4 | Sideways | 20.4 | 4.04 | 3.5 | 91 | 43 | 84 | 44 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -11 | BrokerA | LMT | 97 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -11 | 15 | 49 | 2 | false | Within IPS guidelines |
P2579 | Opportunistic | Taxable | USD | 2024-10-25 | 831,785 | 45,727 | 786,058 | 1 | 66.6 | 18.6 | 9.6 | 5.3 | HYG:22.6%;BRK.B:21.3%;VNQ:10.8%;QQQ:22.6%;GLD:22.6% | US:73.3;EU:13.3;APAC:6.6;EM:6.4;Other:0.4 | Value:+0.1;Growth:+0.9;Quality:-0.2;Size:-0.6;Momentum:-0.2;LowVol:+0.7 | NoDerivatives | 6 | 35 | 4.9 | trailing 9% | 192 | 23.2 | Bull | 15.5 | 3.91 | 3.3 | 90 | 92 | 92 | 45 | false | NoAction | Within bands; monitor | 0 | 13 | BrokerD | LMT | 97 | null | null | Normal monitoring | -51 | -6 | -84 | 5 | false | Monitor dispersion and breadth |
P2580 | Active | Roth | USD | 2024-09-17 | 1,457,118 | 170,716 | 1,286,402 | 1 | 55 | 25.6 | 13.1 | 6.2 | GLD:33.3%;MSFT:33.3%;IEF:33.3% | US:67.2;EU:21.1;APAC:5.9;EM:3.5;Other:2.3 | Value:-0.2;Growth:+0.1;Quality:-0.6;Size:-0.2;Momentum:0.0;LowVol:-0.4 | NoDerivatives | 8 | 30 | 5 | trailing 8% | 167 | 23.3 | Sideways | 21.5 | 4.41 | 2.5 | 95 | 23 | 52 | 61 | false | Rebalance | Shift +1% to bonds from equity | 11 | 7 | BrokerB | MKT | 90 | null | null | Normal monitoring | 53 | -34 | 27 | 5 | false | Tax-aware sells next window |
P2581 | Opportunistic | Trust | USD | 2025-09-09 | 452,974 | 18,390 | 434,584 | 1 | 74.1 | 18.1 | 0.8 | 6.9 | XLF:33.3%;HYG:33.3%;IEF:33.3% | US:73.5;EU:9.7;APAC:10.5;EM:4.8;Other:1.5 | Value:-0.6;Growth:+0.7;Quality:+0.5;Size:-0.2;Momentum:-0.9;LowVol:-0.9 | MaxPos6% | 6 | 25 | 4.7 | trailing 9% | 184 | 30.1 | Bull | 16 | 3.53 | 2.5 | 104 | 49 | 85 | 54 | true | Rebalance | Rebalance back to target bands | 31 | 5 | BrokerD | LMT | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 15 | 20 | 8 | 4 | false | Increase defensive factor exposure |
P2582 | Cautious | 401k | USD | 2024-10-14 | 454,913 | 41,474 | 413,439 | 1 | 45 | 39.8 | 0 | 15.2 | MSFT:12.2%;AAPL:22.6%;HYG:20.3%;VOO:11.0%;GLD:22.6%;AMZN:11.3% | US:73.4;EU:8.5;APAC:12.2;EM:3.1;Other:2.8 | Value:-0.1;Growth:-0.2;Quality:+0.5;Size:+0.9;Momentum:+0.4;LowVol:-0.8 | MaxPos8%;NoDerivatives;NoMargin | 5 | 25 | 4.5 | trailing 8% | 157 | 18 | Bull | 13.5 | 4.02 | 3.4 | 111 | 82 | 94 | 40 | false | Buy | Add to core equity +1% | -2 | 14 | BrokerD | LMT | 97 | null | null | Normal monitoring | -6 | -24 | 77 | 3 | false | Tighten stops on momentum names |
P2583 | Active | IRA | USD | 2025-03-15 | 1,844,631 | 112,970 | 1,731,661 | 1.22 | 51.5 | 30.2 | 9.5 | 8.8 | XLF:21.9%;GLD:14.2%;MSFT:24.6%;AAPL:24.6%;TSLA:14.8% | US:71.6;EU:8.6;APAC:8.5;EM:8.0;Other:3.4 | Value:+0.8;Growth:-0.3;Quality:-0.3;Size:-0.3;Momentum:-0.2;LowVol:+0.4 | MaxPos5% | 8 | 25 | 6 | trailing 8% | 145 | 23.2 | Volatile | 29.6 | 4.22 | 3 | 116 | -6 | 37 | 71 | true | Hedge | Buy index puts 1% notional | 19 | -26 | BrokerC | LMT | 94 | VAR>budget | Hedge | Risk above budget threshold | 71 | 10 | 112 | 4 | false | Tax-aware sells next window |
P2584 | Cautious | Taxable | USD | 2025-05-05 | 470,227 | 69,096 | 401,131 | 1 | 39.1 | 43.2 | 3.7 | 14 | XLF:14.6%;VOO:12.6%;TLT:24.2%;HYG:24.2%;VNQ:24.2% | US:62.7;EU:14.7;APAC:12.0;EM:7.3;Other:3.3 | Value:+0.5;Growth:0.0;Quality:-0.3;Size:-0.5;Momentum:-0.6;LowVol:-0.3 | ESGOnly;NoMargin | 7 | 30 | 4.8 | trailing 8% | 152 | 12.4 | Volatile | 30.6 | 4.37 | 2.3 | 139 | 50 | 76 | 62 | false | Hedge | Add TLT +1% as duration hedge | 18 | -4 | BrokerB | MKT | 92 | null | null | Normal monitoring | 5 | -33 | 134 | 5 | false | Increase defensive factor exposure |
P2585 | Hands-off | Taxable | USD | 2024-08-21 | 339,488 | 21,261 | 318,227 | 1 | 73.8 | 15.8 | 5.2 | 5.2 | VTI:11.0%;TLT:15.6%;VOO:20.6%;AMZN:20.1%;BND:12.2%;MSFT:20.6% | US:68.1;EU:15.3;APAC:9.9;EM:5.6;Other:1.1 | Value:+0.3;Growth:+0.9;Quality:+0.1;Size:-0.5;Momentum:+0.2;LowVol:+0.4 | null | 6 | 35 | 3.2 | hard 10% | 156 | 13.2 | Volatile | 28.7 | 5.03 | 2.9 | 165 | 56 | 86 | 84 | true | Hedge | Buy index puts 1% notional | 25 | -36 | BrokerB | LMT | 94 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -6 | -26 | 37 | 2 | false | Tax-aware sells next window |
P2586 | Opportunistic | Roth | USD | 2025-11-20 | 1,303,717 | 55,523 | 1,248,194 | 1 | 71.3 | 17.6 | 5.4 | 5.7 | IEF:33.3%;AAPL:33.3%;TSLA:33.3% | US:67.7;EU:17.3;APAC:7.1;EM:3.4;Other:4.5 | Value:+0.3;Growth:-0.1;Quality:+0.4;Size:0.0;Momentum:-0.6;LowVol:-0.3 | null | 10 | 35 | 6.5 | trailing 7% | 168 | 20.2 | Bull | 16.4 | 4.88 | 2.3 | 97 | 71 | 97 | 65 | false | Rebalance | Shift +1% to bonds from equity | 15 | 13 | BrokerA | LMT | 86 | null | null | Normal monitoring | -50 | 11 | 83 | 4 | false | Tighten stops on momentum names |
P2587 | Cautious | Trust | USD | 2025-08-22 | 605,549 | 52,175 | 553,374 | 1 | 44.5 | 39 | 2.7 | 13.8 | MSFT:33.3%;BND:33.3%;VNQ:33.3% | US:67.9;EU:18.1;APAC:8.4;EM:4.0;Other:1.7 | Value:-0.2;Growth:+0.9;Quality:-0.9;Size:+0.1;Momentum:-0.9;LowVol:0.0 | NoDerivatives;NoMargin | 7 | 25 | 4.6 | hard 10% | 114 | 12.4 | Bull | 17.9 | 3.97 | 2.9 | 73 | 23 | 58 | 44 | true | Hedge | Buy index puts 1% notional | 2 | -35 | BrokerB | LMT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 110 | 15 | 146 | 3 | false | Increase defensive factor exposure |
P2588 | Cautious | Trust | USD | 2024-12-23 | 200,201 | 19,156 | 181,045 | 1 | 42.2 | 41.2 | 5.7 | 10.9 | XLF:25.1%;VOO:25.1%;AAPL:24.6%;VNQ:25.1% | US:65.3;EU:15.9;APAC:11.4;EM:5.9;Other:1.5 | Value:+0.1;Growth:+0.5;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:-0.8 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 35 | 4.4 | trailing 8% | 166 | 14.7 | Sideways | 20.6 | 3.97 | 2.9 | 124 | 60 | 90 | 42 | false | Rebalance | Shift +1% to bonds from equity | -3 | -16 | BrokerA | MKT | 88 | null | null | Normal monitoring | -16 | -8 | 66 | 4 | false | Within IPS guidelines |
P2589 | Cautious | Roth | USD | 2025-08-10 | 215,977 | 23,465 | 192,512 | 1 | 51.4 | 34.1 | 3 | 11.5 | TSLA:33.3%;VOO:33.3%;AAPL:33.3% | US:70.0;EU:17.1;APAC:6.8;EM:5.1;Other:0.9 | Value:+0.9;Growth:+0.3;Quality:-0.9;Size:-0.2;Momentum:-0.8;LowVol:-0.4 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 8 | 35 | 4 | trailing 8% | 113 | 16.7 | Volatile | 28.7 | 5.28 | 2.3 | 161 | -31 | 40 | 64 | false | NoAction | Within bands; monitor | -5 | -35 | BrokerB | MKT | 0 | null | null | Normal monitoring | -25 | -9 | 71 | 5 | false | Within IPS guidelines |
P2590 | Opportunistic | Trust | USD | 2025-03-20 | 629,339 | 28,433 | 600,906 | 1.09 | 73.9 | 17.8 | 3.9 | 4.4 | TLT:21.3%;HYG:15.1%;AAPL:9.0%;VOO:15.4%;QQQ:17.8%;AMZN:21.3% | US:58.8;EU:22.4;APAC:7.6;EM:11.0;Other:0.2 | Value:+0.1;Growth:-0.3;Quality:-0.8;Size:+0.8;Momentum:-0.7;LowVol:-0.7 | null | 7 | 30 | 5 | trailing 7% | 267 | 33 | Bull | 17.6 | 4.89 | 2.4 | 75 | 89 | 91 | 51 | false | Sell | Trim extended winner -1% | 22 | -9 | BrokerB | VWAP | 96 | null | null | Normal monitoring | 53 | -18 | 108 | 3 | false | Tighten stops on momentum names |
P2591 | Cautious | Taxable | USD | 2025-01-30 | 435,558 | 54,472 | 381,086 | 1 | 40.3 | 35.4 | 9.4 | 14.8 | VNQ:16.5%;AAPL:21.6%;AMZN:21.6%;TSLA:12.9%;MUB:16.7%;QQQ:10.8% | US:74.4;EU:6.1;APAC:9.8;EM:8.0;Other:1.6 | Value:0.0;Growth:-0.4;Quality:0.0;Size:-0.6;Momentum:+1.0;LowVol:+0.4 | NoMargin | 8 | 30 | 5.1 | hard 10% | 131 | 13.9 | Volatile | 29.9 | 4.26 | 2.8 | 114 | -5 | 60 | 57 | false | Rebalance | Shift +1% to bonds from equity | 15 | -21 | BrokerC | LMT | 87 | null | null | Normal monitoring | 118 | 10 | 218 | 4 | false | Tax-aware sells next window |
P2592 | Active | Trust | USD | 2025-04-26 | 902,233 | 105,322 | 796,911 | 1 | 52.6 | 20.5 | 20.8 | 6.1 | VOO:23.5%;BND:13.7%;XLF:15.8%;HYG:23.5%;IEF:23.5% | US:63.5;EU:18.9;APAC:9.6;EM:4.1;Other:3.9 | Value:-0.0;Growth:+0.4;Quality:-0.2;Size:-0.8;Momentum:-0.1;LowVol:+1.0 | null | 8 | 25 | 4.7 | hard 12% | 166 | 25.7 | Bull | 12 | 4.24 | 3 | 91 | 59 | 77 | 26 | true | Rebalance | Rebalance back to target bands | 8 | 11 | BrokerC | LMT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 112 | -28 | 126 | 5 | false | Tighten stops on momentum names |
P2593 | Opportunistic | IRA | USD | 2025-06-08 | 941,354 | 40,322 | 901,032 | 1 | 66.7 | 20.6 | 4.8 | 7.9 | BND:27.1%;HYG:27.1%;AAPL:27.1%;IEF:18.7% | US:69.9;EU:7.6;APAC:11.5;EM:7.6;Other:3.4 | Value:+0.3;Growth:+0.7;Quality:+0.6;Size:-0.9;Momentum:+0.2;LowVol:-0.3 | null | 8 | 30 | 4.8 | trailing 7% | 227 | 32.7 | Bull | 14.3 | 3.64 | 2.9 | 84 | 10 | 49 | 54 | true | Hedge | Buy index puts 1% notional | 18 | 3 | BrokerC | MKT | 93 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 64 | -32 | 92 | 5 | false | Tighten stops on momentum names |
P2594 | Opportunistic | IRA | USD | 2025-07-22 | 1,260,849 | 107,536 | 1,153,313 | 1 | 72.9 | 20.1 | 0 | 7 | AMZN:33.3%;VNQ:33.3%;QQQ:33.3% | US:65.7;EU:16.7;APAC:5.8;EM:10.8;Other:1.0 | Value:+0.9;Growth:-0.6;Quality:-0.5;Size:-0.0;Momentum:+0.5;LowVol:-0.2 | MaxPos5% | 5 | 30 | 6.6 | hard 12% | 213 | 22.3 | Bear | 33.5 | 4.46 | 2.8 | 168 | -3 | 58 | 93 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | -32 | BrokerC | LMT | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 103 | 1 | 79 | 4 | false | Increase defensive factor exposure |
P2595 | Opportunistic | IRA | USD | 2025-11-13 | 738,670 | 55,573 | 683,097 | 1 | 72.3 | 20.8 | 1.9 | 4.9 | QQQ:14.4%;TSLA:28.5%;MSFT:28.5%;MUB:28.5% | US:51.9;EU:19.1;APAC:14.5;EM:10.5;Other:4.0 | Value:+0.8;Growth:+0.8;Quality:+0.1;Size:-0.1;Momentum:-0.5;LowVol:+0.9 | MaxPos8% | 5 | 25 | 6 | trailing 7% | 260 | 27 | Volatile | 23.5 | 4.44 | 4 | 148 | 43 | 61 | 76 | true | Hedge | Buy index puts 1% notional | -3 | -37 | BrokerD | LMT | 86 | VAR>budget | Hedge | Risk above budget threshold | 41 | -46 | 54 | 3 | false | Monitor dispersion and breadth |
P2596 | Systematic | Taxable | USD | 2025-04-23 | 782,903 | 45,726 | 737,177 | 1 | 63.3 | 29.9 | 0 | 6.8 | TSLA:25.7%;VTI:27.4%;VNQ:19.6%;MSFT:27.4% | US:66.0;EU:15.5;APAC:10.8;EM:7.2;Other:0.5 | Value:-0.9;Growth:+0.6;Quality:-1.0;Size:-0.4;Momentum:-0.3;LowVol:+0.5 | NoDerivatives | 10 | 30 | 5 | hard 12% | 202 | 22 | Sideways | 22 | 4.89 | 3.4 | 124 | -16 | 56 | 55 | false | Rebalance | Shift +1% to bonds from equity | 35 | -40 | BrokerB | MKT | 95 | null | null | Normal monitoring | 41 | -7 | 3 | 4 | false | Increase defensive factor exposure |
P2597 | Systematic | Trust | USD | 2025-01-24 | 1,852,071 | 74,697 | 1,777,374 | 1 | 59.1 | 24.5 | 7 | 9.4 | BND:8.9%;AMZN:18.2%;VOO:24.7%;VNQ:23.6%;XLF:24.7% | US:70.4;EU:9.8;APAC:9.0;EM:9.8;Other:1.0 | Value:+0.5;Growth:-0.2;Quality:+0.3;Size:-0.0;Momentum:-0.2;LowVol:+0.6 | null | 6 | 25 | 5.1 | trailing 9% | 145 | 16.7 | Bear | 22.7 | 4.46 | 2.7 | 182 | 31 | 64 | 64 | false | Buy | Add to core equity +1% | -15 | -29 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 36 | -13 | 156 | 5 | false | Increase defensive factor exposure |
P2598 | Cautious | Roth | USD | 2024-07-27 | 542,704 | 47,404 | 495,300 | 1 | 43.6 | 41.8 | 0 | 14.7 | BRK.B:33.3%;IEF:33.3%;XLF:33.3% | US:60.9;EU:16.2;APAC:6.9;EM:11.4;Other:4.6 | Value:-0.2;Growth:-1.0;Quality:+0.4;Size:+0.5;Momentum:-0.6;LowVol:-0.6 | ESGOnly;MaxPos8%;NoMargin | 7 | 35 | 3.9 | trailing 8% | 128 | 17.2 | Sideways | 21.5 | 3.83 | 3 | 122 | -4 | 38 | 44 | false | Buy | Add to core equity +1% | 19 | 11 | BrokerC | VWAP | 94 | null | null | Normal monitoring | -15 | -59 | 101 | 3 | false | Tighten stops on momentum names |
P2599 | Systematic | Trust | USD | 2024-12-23 | 1,671,618 | 93,431 | 1,578,187 | 1 | 64.6 | 28.9 | 0 | 6.5 | AMZN:33.3%;VNQ:33.3%;MUB:33.3% | US:59.6;EU:16.6;APAC:13.0;EM:8.4;Other:2.5 | Value:+0.8;Growth:+0.6;Quality:-0.0;Size:-0.2;Momentum:+0.6;LowVol:-0.5 | NoDerivatives | 5 | 35 | 4.7 | trailing 9% | 220 | 19.5 | Sideways | 14.3 | 4.1 | 2.3 | 97 | 18 | 60 | 56 | false | NoAction | Within bands; monitor | 9 | 0 | BrokerB | MKT | 0 | null | null | Normal monitoring | 116 | -15 | 114 | 5 | false | Tighten stops on momentum names |
P2600 | Cautious | IRA | USD | 2025-06-30 | 797,382 | 91,701 | 705,681 | 1 | 44.3 | 34.1 | 9.3 | 12.2 | BND:33.3%;QQQ:33.3%;BRK.B:33.3% | US:66.1;EU:12.1;APAC:8.5;EM:10.4;Other:2.9 | Value:-0.9;Growth:+0.4;Quality:-0.3;Size:0.0;Momentum:-0.2;LowVol:+0.7 | ESGOnly;NoMargin | 8 | 35 | 4.3 | hard 10% | 103 | 18.9 | Volatile | 20.4 | 3.69 | 3.8 | 145 | -6 | 62 | 55 | false | Buy | Add to core equity +1% | 9 | 8 | BrokerC | LMT | 95 | null | null | Normal monitoring | 44 | -4 | 47 | 5 | false | Monitor dispersion and breadth |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.