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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P2601 | Opportunistic | Trust | USD | 2025-11-17 | 1,165,357 | 75,901 | 1,089,456 | 1 | 65.4 | 19.9 | 10 | 4.7 | TLT:22.0%;IEF:11.5%;GLD:10.0%;BND:22.3%;TSLA:11.8%;AAPL:22.3% | US:66.4;EU:12.8;APAC:6.9;EM:10.1;Other:3.8 | Value:-0.1;Growth:+0.1;Quality:+0.9;Size:-0.7;Momentum:+0.1;LowVol:-0.7 | null | 5 | 30 | 5.8 | trailing 9% | 167 | 25.3 | Sideways | 16.2 | 3.8 | 3.2 | 110 | 15 | 42 | 58 | true | Hedge | Buy index puts 1% notional | 18 | -16 | BrokerC | LMT | 90 | VAR>budget | TightenStops | Risk above budget threshold | 71 | -38 | 50 | 2 | false | Tax-aware sells next window |
P2602 | Hands-off | Trust | USD | 2025-02-08 | 369,693 | 28,641 | 341,052 | 1 | 71.7 | 18.9 | 0 | 9.4 | HYG:13.1%;IEF:22.3%;MUB:11.8%;BND:8.2%;QQQ:22.3%;VTI:22.3% | US:67.6;EU:8.9;APAC:8.5;EM:10.4;Other:4.6 | Value:+0.5;Growth:+0.7;Quality:-0.5;Size:+0.5;Momentum:-0.5;LowVol:+0.9 | null | 8 | 25 | 3.2 | trailing 8% | 152 | 15.7 | Bear | 27.7 | 3.53 | 1.8 | 175 | -100 | 5 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | 12 | BrokerC | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 66 | -3 | 147 | 3 | false | Tax-aware sells next window |
P2603 | Active | Roth | USD | 2025-05-07 | 2,302,330 | 250,941 | 2,051,389 | 1 | 67.2 | 19.3 | 6 | 7.5 | VTI:27.7%;GLD:18.2%;VOO:27.7%;TSLA:26.4% | US:69.4;EU:15.8;APAC:5.5;EM:4.6;Other:4.8 | Value:-0.2;Growth:+0.8;Quality:+0.4;Size:-0.0;Momentum:+0.1;LowVol:-0.6 | null | 5 | 30 | 5.5 | trailing 8% | 172 | 25.5 | Volatile | 27 | 4.9 | 3.3 | 154 | -17 | 48 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -2 | BrokerD | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -5 | 13 | 113 | 4 | false | Increase defensive factor exposure |
P2604 | Systematic | Trust | USD | 2025-07-23 | 635,675 | 54,537 | 581,138 | 1 | 60.9 | 24.8 | 4.7 | 9.7 | MSFT:9.5%;VNQ:13.1%;AMZN:20.4%;TLT:20.9%;XLF:15.1%;AAPL:20.9% | US:67.5;EU:16.8;APAC:7.3;EM:7.7;Other:0.8 | Value:+0.9;Growth:-0.3;Quality:+0.4;Size:+1.0;Momentum:+0.2;LowVol:0.0 | NoDerivatives | 6 | 30 | 4.6 | trailing 9% | 183 | 17.9 | Bear | 23.3 | 4.47 | 2.7 | 208 | -73 | 5 | 60 | false | Buy | Add to core equity +1% | 5 | -34 | BrokerC | LMT | 95 | null | null | Normal monitoring | 109 | -55 | 184 | 4 | false | Tax-aware sells next window |
P2605 | Active | Taxable | USD | 2025-09-11 | 833,020 | 78,489 | 754,531 | 1 | 51.1 | 24.9 | 15.7 | 8.3 | MUB:14.4%;BND:20.0%;QQQ:17.0%;VOO:18.5%;XLF:12.7%;AMZN:17.5% | US:66.4;EU:15.8;APAC:11.4;EM:4.9;Other:1.6 | Value:-0.8;Growth:-0.5;Quality:-0.7;Size:0.0;Momentum:+0.6;LowVol:-0.4 | NoDerivatives | 10 | 35 | 4.1 | trailing 8% | 186 | 26.6 | Volatile | 24.8 | 3.9 | 2.8 | 145 | 72 | 97 | 59 | false | Rebalance | Shift +1% to bonds from equity | 15 | -17 | BrokerB | LMT | 97 | null | null | Normal monitoring | 95 | -21 | 80 | 5 | false | Increase defensive factor exposure |
P2606 | Cautious | IRA | USD | 2025-06-30 | 747,882 | 115,903 | 631,979 | 1 | 48.1 | 37.3 | 0 | 14.6 | BRK.B:11.7%;TSLA:22.4%;VNQ:12.8%;VOO:17.9%;BND:15.9%;MUB:19.1% | US:70.3;EU:14.2;APAC:9.6;EM:3.3;Other:2.6 | Value:0.0;Growth:-0.2;Quality:-0.9;Size:+0.1;Momentum:+0.6;LowVol:+0.7 | NoMargin | 8 | 25 | 5 | hard 10% | 151 | 19.4 | Sideways | 16.2 | 4.3 | 2.2 | 132 | -21 | 52 | 47 | false | Rebalance | Shift +1% to bonds from equity | -12 | -20 | BrokerA | MKT | 94 | null | null | Normal monitoring | 77 | -30 | 108 | 5 | false | Tighten stops on momentum names |
P2607 | Opportunistic | Taxable | USD | 2025-09-15 | 1,402,009 | 46,906 | 1,355,103 | 1.2 | 62.9 | 18.3 | 14.7 | 4.1 | GLD:25.4%;BRK.B:14.4%;XLF:25.4%;HYG:9.4%;VOO:25.4% | US:75.6;EU:6.5;APAC:6.3;EM:10.0;Other:1.7 | Value:+0.7;Growth:+0.7;Quality:+0.8;Size:+0.9;Momentum:-0.3;LowVol:+0.2 | null | 5 | 30 | 5.7 | hard 12% | 279 | 23 | Bull | 15.3 | 4.56 | 2.4 | 84 | 48 | 63 | 39 | false | NoAction | Within bands; monitor | 30 | -17 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 113 | -1 | 215 | 4 | false | Tighten stops on momentum names |
P2608 | Active | IRA | USD | 2025-11-11 | 1,832,742 | 214,785 | 1,617,957 | 1 | 60.3 | 31.4 | 0 | 8.3 | MSFT:26.3%;XLF:25.7%;IEF:26.3%;TSLA:21.8% | US:64.9;EU:8.3;APAC:13.6;EM:10.0;Other:3.2 | Value:+0.5;Growth:+0.9;Quality:-0.1;Size:+0.1;Momentum:-0.8;LowVol:+0.3 | null | 10 | 25 | 5.8 | hard 12% | 165 | 20.4 | Volatile | 28.3 | 3.79 | 3.9 | 132 | 28 | 54 | 72 | true | Hedge | Buy index puts 1% notional | -11 | -40 | BrokerD | VWAP | 89 | VAR>budget | Pause | Risk above budget threshold | 21 | -48 | 94 | 4 | true | Tax-aware sells next window |
P2609 | Cautious | Roth | USD | 2025-04-14 | 630,191 | 88,232 | 541,959 | 1 | 38 | 40.4 | 11.3 | 10.3 | VOO:33.3%;IEF:33.3%;XLF:33.3% | US:65.0;EU:5.5;APAC:14.0;EM:11.3;Other:4.2 | Value:+0.9;Growth:+0.4;Quality:-0.6;Size:+0.8;Momentum:+0.4;LowVol:-0.1 | ESGOnly;NoMargin | 7 | 30 | 3.3 | trailing 8% | 156 | 15.8 | Sideways | 19.1 | 4.53 | 3.4 | 91 | 40 | 63 | 44 | false | Buy | Add to core equity +1% | -8 | -23 | BrokerC | MKT | 85 | null | null | Normal monitoring | -52 | 4 | 68 | 4 | false | Increase defensive factor exposure |
P2610 | Cautious | IRA | USD | 2025-08-19 | 631,466 | 59,100 | 572,366 | 1 | 39.4 | 43.7 | 0 | 17 | BND:21.9%;VNQ:21.9%;VTI:21.9%;MUB:16.5%;AAPL:17.7% | US:61.6;EU:14.4;APAC:13.1;EM:10.0;Other:0.9 | Value:+0.3;Growth:+0.3;Quality:+0.2;Size:-0.9;Momentum:-0.9;LowVol:+0.3 | ESGOnly;MaxPos8%;NoMargin | 5 | 30 | 3.9 | trailing 8% | 108 | 17.7 | Sideways | 16.1 | 4.31 | 2.2 | 104 | 16 | 46 | 37 | false | NoAction | Within bands; monitor | 28 | 15 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 5 | 0 | 136 | 4 | false | Within IPS guidelines |
P2611 | Opportunistic | Roth | USD | 2024-12-31 | 1,026,822 | 37,914 | 988,908 | 1 | 65.6 | 11.5 | 15.7 | 7.2 | MSFT:14.8%;BRK.B:18.5%;HYG:24.6%;AMZN:17.4%;BND:24.6% | US:58.2;EU:14.7;APAC:11.4;EM:12.0;Other:3.6 | Value:+0.2;Growth:+0.6;Quality:-0.4;Size:-0.7;Momentum:+0.4;LowVol:-0.8 | NoDerivatives | 6 | 25 | 6.9 | hard 12% | 191 | 28.2 | Volatile | 20.1 | 4.19 | 2.2 | 159 | 71 | 92 | 50 | false | NoAction | Within bands; monitor | -15 | -10 | BrokerD | MKT | 0 | null | null | Normal monitoring | 113 | -6 | 160 | 4 | false | Increase defensive factor exposure |
P2612 | Systematic | Taxable | USD | 2025-04-26 | 1,449,165 | 74,607 | 1,374,558 | 1 | 58.1 | 29.2 | 5.6 | 7.1 | TLT:33.3%;BND:33.3%;HYG:33.3% | US:73.6;EU:9.4;APAC:6.3;EM:9.9;Other:0.8 | Value:+0.7;Growth:-0.8;Quality:0.0;Size:+0.6;Momentum:+0.5;LowVol:-0.2 | null | 10 | 35 | 4 | trailing 8% | 186 | 27.5 | Bull | 17.4 | 4.4 | 2.4 | 91 | 26 | 66 | 56 | false | Sell | Trim extended winner -1% | 1 | 1 | BrokerA | MKT | 89 | null | null | Normal monitoring | 86 | 0 | 62 | 5 | false | Monitor dispersion and breadth |
P2613 | Cautious | Trust | USD | 2024-12-11 | 324,675 | 40,910 | 283,765 | 1 | 48.5 | 41.8 | 0 | 9.7 | AMZN:24.3%;MUB:24.3%;IEF:9.5%;HYG:17.5%;VNQ:24.3% | US:64.9;EU:12.5;APAC:8.5;EM:8.9;Other:5.2 | Value:+0.7;Growth:+0.3;Quality:-0.4;Size:+0.3;Momentum:-0.5;LowVol:+0.4 | NoMargin | 7 | 35 | 4.8 | trailing 8% | 118 | 19.3 | Volatile | 22.9 | 3.92 | 3.7 | 125 | 55 | 68 | 46 | false | Buy | Add to core equity +1% | -14 | -33 | BrokerA | LMT | 91 | null | null | Normal monitoring | -39 | -26 | -22 | 5 | false | Tighten stops on momentum names |
P2614 | Active | IRA | USD | 2025-05-20 | 1,524,313 | 144,326 | 1,379,987 | 1 | 67.1 | 22 | 2.6 | 8.3 | MSFT:22.6%;VOO:22.6%;QQQ:22.1%;IEF:10.2%;MUB:22.6% | US:64.9;EU:16.2;APAC:5.7;EM:9.7;Other:3.5 | Value:-0.0;Growth:-0.6;Quality:+0.2;Size:-0.2;Momentum:-0.6;LowVol:+0.4 | MaxPos5% | 10 | 25 | 5.1 | trailing 9% | 143 | 24.9 | Bull | 13 | 4.44 | 3.4 | 89 | 116 | 100 | 40 | false | Sell | Trim extended winner -1% | -14 | -12 | BrokerA | MKT | 86 | null | null | Normal monitoring | 20 | -10 | 29 | 4 | false | Monitor dispersion and breadth |
P2615 | Opportunistic | Taxable | USD | 2025-03-26 | 1,118,959 | 51,533 | 1,067,426 | 1 | 69.3 | 20.3 | 5.8 | 4.6 | XLF:15.6%;HYG:18.6%;QQQ:22.5%;AMZN:22.6%;MSFT:20.7% | US:71.8;EU:8.8;APAC:12.1;EM:5.7;Other:1.6 | Value:+0.4;Growth:-0.6;Quality:+0.5;Size:-0.8;Momentum:-0.3;LowVol:+0.1 | MaxPos6% | 10 | 25 | 5.3 | trailing 7% | 245 | 34.2 | Volatile | 27.7 | 4 | 3.7 | 147 | 33 | 81 | 72 | true | Rebalance | Rebalance back to target bands | 19 | -30 | BrokerD | VWAP | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -8 | -59 | 37 | 5 | false | Increase defensive factor exposure |
P2616 | Hands-off | Trust | USD | 2025-07-24 | 345,481 | 21,324 | 324,157 | 1 | 57.3 | 21.8 | 12.6 | 8.3 | VOO:33.3%;AMZN:33.3%;MSFT:33.3% | US:72.3;EU:11.9;APAC:11.2;EM:3.5;Other:1.1 | Value:-0.7;Growth:+0.3;Quality:+0.8;Size:-0.3;Momentum:+0.3;LowVol:-0.7 | ESGOnly;MaxPos8% | 5 | 25 | 5 | trailing 8% | 129 | 16.3 | Volatile | 21.5 | 4.29 | 4.1 | 146 | -7 | 32 | 58 | false | Buy | Add to core equity +1% | 30 | -28 | BrokerA | MKT | 88 | null | null | Normal monitoring | -19 | -4 | 97 | 4 | false | Increase defensive factor exposure |
P2617 | Active | Trust | USD | 2025-10-08 | 1,385,610 | 135,592 | 1,250,018 | 1 | 58.7 | 25.7 | 9.2 | 6.3 | XLF:28.6%;MSFT:28.6%;AMZN:14.2%;IEF:28.6% | US:53.2;EU:20.1;APAC:13.9;EM:9.8;Other:3.0 | Value:-0.9;Growth:-0.1;Quality:+0.6;Size:-0.6;Momentum:+0.1;LowVol:-0.1 | null | 7 | 25 | 4.1 | trailing 8% | 178 | 23.4 | Bull | 11.3 | 4.73 | 3.2 | 109 | 119 | 100 | 30 | false | Buy | Add to core equity +1% | 13 | -40 | BrokerD | MKT | 95 | null | null | Normal monitoring | 90 | 11 | 138 | 4 | false | Within IPS guidelines |
P2618 | Opportunistic | Trust | USD | 2025-08-10 | 384,665 | 22,011 | 362,654 | 1 | 71.9 | 13 | 9.3 | 5.8 | BRK.B:8.3%;VTI:22.2%;MSFT:22.2%;VOO:10.2%;VNQ:14.8%;TLT:22.2% | US:65.5;EU:14.5;APAC:8.9;EM:8.3;Other:2.8 | Value:+0.7;Growth:-1.0;Quality:-0.4;Size:-0.5;Momentum:-0.3;LowVol:-0.6 | null | 5 | 30 | 4.8 | trailing 7% | 261 | 30.9 | Sideways | 18.1 | 4.92 | 3.4 | 115 | 35 | 68 | 62 | false | Sell | Trim extended winner -1% | 19 | -28 | BrokerB | MKT | 85 | null | null | Normal monitoring | 16 | 5 | -18 | 4 | false | Monitor dispersion and breadth |
P2619 | Active | 401k | USD | 2025-09-15 | 588,750 | 48,861 | 539,889 | 1 | 58.8 | 20.5 | 14.6 | 6.1 | BRK.B:19.0%;VTI:19.0%;BND:19.0%;VOO:6.3%;GLD:17.6%;QQQ:19.2% | US:74.1;EU:9.5;APAC:6.9;EM:9.2;Other:0.3 | Value:+0.1;Growth:-0.9;Quality:0.0;Size:+0.4;Momentum:-0.2;LowVol:-1.0 | MaxPos6% | 7 | 30 | 5.4 | trailing 8% | 229 | 18.8 | Bull | 14.9 | 4.57 | 2.3 | 111 | 53 | 90 | 35 | false | Rebalance | Shift +1% to bonds from equity | 22 | -22 | BrokerC | LMT | 93 | null | null | Normal monitoring | -54 | -35 | 27 | 3 | false | Tax-aware sells next window |
P2620 | Hands-off | Roth | USD | 2025-08-18 | 515,526 | 28,165 | 487,361 | 1 | 64 | 23.4 | 6.8 | 5.7 | TSLA:22.6%;AMZN:11.9%;BND:20.2%;IEF:22.6%;HYG:22.6% | US:60.9;EU:22.0;APAC:9.9;EM:5.6;Other:1.6 | Value:-0.8;Growth:-0.8;Quality:-0.0;Size:+0.4;Momentum:-0.2;LowVol:-0.5 | ESGOnly | 8 | 30 | 4.8 | hard 10% | 162 | 14.2 | Bear | 27.9 | 3.26 | 2.8 | 198 | -9 | 51 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | 7 | BrokerD | VWAP | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -49 | 20 | 8 | 5 | true | Increase defensive factor exposure |
P2621 | Active | Trust | USD | 2025-08-27 | 741,652 | 83,558 | 658,094 | 1 | 54.3 | 22.2 | 16.2 | 7.3 | AAPL:12.2%;IEF:23.0%;GLD:18.9%;XLF:23.0%;TLT:23.0% | US:71.9;EU:10.8;APAC:6.1;EM:10.0;Other:1.2 | Value:-0.3;Growth:+0.7;Quality:+0.5;Size:-0.5;Momentum:+0.1;LowVol:-0.4 | null | 7 | 35 | 4.6 | hard 12% | 144 | 16.9 | Volatile | 22.9 | 4.8 | 2.5 | 132 | 13 | 48 | 53 | false | Rebalance | Shift +1% to bonds from equity | 9 | -38 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 19 | -39 | 65 | 3 | false | Within IPS guidelines |
P2622 | Active | 401k | USD | 2024-10-26 | 921,027 | 98,961 | 822,066 | 1 | 65.4 | 23.3 | 4.7 | 6.5 | AAPL:21.6%;XLF:21.6%;TSLA:20.5%;TLT:17.4%;VOO:18.9% | US:61.6;EU:14.7;APAC:13.3;EM:6.8;Other:3.6 | Value:+0.1;Growth:-0.2;Quality:-0.0;Size:+0.1;Momentum:-0.4;LowVol:-0.3 | null | 10 | 25 | 5.5 | trailing 9% | 208 | 22.4 | Volatile | 31.6 | 3.89 | 3.3 | 133 | 0 | 55 | 89 | true | Rebalance | Rebalance back to target bands | -15 | -21 | BrokerD | VWAP | 91 | VAR>budget | Hedge | Risk above budget threshold | 115 | -25 | 221 | 2 | false | Monitor dispersion and breadth |
P2623 | Active | Trust | USD | 2025-10-18 | 844,282 | 99,468 | 744,814 | 1 | 59.4 | 29.6 | 1.8 | 9.1 | VNQ:17.4%;IEF:22.8%;MUB:22.0%;VOO:15.9%;GLD:21.9% | US:73.4;EU:6.3;APAC:13.9;EM:5.0;Other:1.4 | Value:-0.3;Growth:-0.2;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:+0.5 | null | 7 | 35 | 5.7 | trailing 8% | 211 | 17.9 | Sideways | 19.7 | 4.18 | 2.3 | 101 | 53 | 91 | 51 | true | Hedge | Buy index puts 1% notional | -12 | -13 | BrokerD | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 3 | -22 | 79 | 5 | true | Increase defensive factor exposure |
P2624 | Opportunistic | IRA | USD | 2025-09-30 | 819,260 | 32,880 | 786,380 | 1.12 | 60.9 | 14.9 | 18.4 | 5.8 | XLF:33.8%;MUB:33.8%;AMZN:32.4% | US:72.3;EU:14.1;APAC:8.6;EM:4.3;Other:0.7 | Value:-0.9;Growth:-0.9;Quality:+1.0;Size:-0.0;Momentum:-0.3;LowVol:+0.2 | MaxPos5% | 7 | 25 | 5.3 | trailing 9% | 217 | 28 | Bull | 16.8 | 3.71 | 2.2 | 73 | 113 | 100 | 51 | false | Buy | Add to core equity +1% | -14 | 3 | BrokerD | MKT | 92 | null | null | Normal monitoring | 8 | -21 | 147 | 3 | false | Tax-aware sells next window |
P2625 | Cautious | Trust | USD | 2025-02-16 | 525,388 | 65,719 | 459,669 | 1 | 43.5 | 39.5 | 0 | 17 | MUB:20.1%;IEF:16.2%;VTI:20.7%;TLT:19.1%;VNQ:10.8%;BRK.B:13.1% | US:61.2;EU:16.8;APAC:11.1;EM:6.6;Other:4.2 | Value:-0.2;Growth:+0.1;Quality:-0.4;Size:+0.9;Momentum:-0.8;LowVol:-0.3 | MaxPos5%;NoDerivatives;NoMargin | 10 | 25 | 4.3 | trailing 10% | 108 | 14.9 | Bull | 13.5 | 3.97 | 2.8 | 99 | 69 | 71 | 40 | false | Rebalance | Shift +1% to bonds from equity | 0 | -10 | BrokerB | MKT | 92 | null | null | Normal monitoring | -41 | -6 | -62 | 3 | false | Monitor dispersion and breadth |
P2626 | Opportunistic | IRA | USD | 2024-07-17 | 1,307,689 | 93,179 | 1,214,510 | 1.2 | 68.6 | 19.4 | 4.8 | 7.1 | BND:17.5%;MSFT:8.0%;TLT:10.7%;TSLA:22.9%;VTI:22.9%;IEF:18.1% | US:66.9;EU:12.7;APAC:8.4;EM:9.4;Other:2.6 | Value:+0.7;Growth:+0.6;Quality:+1.0;Size:+0.3;Momentum:+0.3;LowVol:+0.6 | null | 10 | 35 | 4.3 | trailing 7% | 178 | 30.7 | Volatile | 25.5 | 5 | 4.1 | 146 | -23 | 36 | 64 | true | Reduce | Cut high-beta by 2-3%, add cash | -3 | -5 | BrokerC | LMT | 98 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -27 | 2 | 1 | 5 | false | Increase defensive factor exposure |
P2627 | Hands-off | Trust | USD | 2024-11-07 | 208,519 | 12,458 | 196,061 | 1 | 70.4 | 19 | 3.7 | 6.8 | HYG:33.3%;GLD:33.3%;AAPL:33.3% | US:75.9;EU:9.9;APAC:10.2;EM:3.1;Other:0.8 | Value:+0.1;Growth:+0.1;Quality:-0.0;Size:-0.4;Momentum:+0.9;LowVol:-0.2 | ESGOnly;MaxPos5%;NoDerivatives | 8 | 35 | 6 | trailing 8% | 157 | 15.4 | Bull | 12.7 | 4.44 | 2.5 | 97 | 11 | 52 | 38 | false | Rebalance | Shift +1% to bonds from equity | 30 | -15 | BrokerD | MKT | 90 | null | null | Normal monitoring | 66 | 13 | 179 | 5 | false | Within IPS guidelines |
P2628 | Systematic | IRA | USD | 2025-10-10 | 1,816,751 | 148,789 | 1,667,962 | 1 | 61.4 | 22.6 | 9.5 | 6.6 | AMZN:37.3%;BRK.B:37.3%;QQQ:25.4% | US:67.3;EU:5.6;APAC:11.8;EM:10.9;Other:4.5 | Value:+0.3;Growth:+0.8;Quality:-0.7;Size:+0.5;Momentum:-1.0;LowVol:-0.3 | null | 6 | 30 | 5.8 | hard 12% | 156 | 27.3 | Volatile | 28.4 | 5.49 | 2.2 | 177 | -44 | 27 | 74 | true | Hedge | Buy index puts 1% notional | 11 | -24 | BrokerA | LMT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 102 | -43 | 128 | 3 | false | Increase defensive factor exposure |
P2629 | Hands-off | IRA | USD | 2024-11-18 | 275,738 | 15,328 | 260,410 | 1 | 69.1 | 20.8 | 4 | 6.1 | XLF:33.3%;GLD:33.3%;HYG:33.3% | US:61.2;EU:18.4;APAC:14.2;EM:3.6;Other:2.7 | Value:+0.7;Growth:+0.8;Quality:-0.8;Size:-0.9;Momentum:-0.2;LowVol:+0.3 | ESGOnly;MaxPos8%;NoDerivatives | 10 | 35 | 5.3 | trailing 8% | 156 | 13.9 | Volatile | 26.5 | 3.76 | 4.5 | 176 | 30 | 69 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -6 | BrokerA | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 3 | 12 | 29 | 4 | true | Within IPS guidelines |
P2630 | Hands-off | Roth | USD | 2025-06-15 | 858,373 | 72,542 | 785,831 | 1 | 56.4 | 18.4 | 19 | 6.3 | MSFT:33.3%;BND:33.3%;IEF:33.3% | US:69.5;EU:15.9;APAC:10.0;EM:3.9;Other:0.7 | Value:+0.6;Growth:-0.8;Quality:-0.2;Size:-0.8;Momentum:-0.7;LowVol:+0.9 | MaxPos5%;NoDerivatives | 10 | 25 | 4.4 | trailing 8% | 100 | 17.5 | Bull | 17.3 | 3.56 | 2.4 | 108 | 55 | 75 | 50 | false | Buy | Add to core equity +1% | -15 | -16 | BrokerB | VWAP | 89 | null | null | Normal monitoring | 17 | -33 | 6 | 4 | false | Tighten stops on momentum names |
P2631 | Active | Roth | USD | 2024-07-17 | 889,961 | 98,487 | 791,474 | 1 | 61.6 | 21.2 | 10 | 7.2 | MSFT:24.5%;XLF:18.9%;QQQ:18.5%;VOO:24.5%;BND:13.5% | US:72.3;EU:8.5;APAC:8.3;EM:10.6;Other:0.2 | Value:-0.6;Growth:-0.5;Quality:-0.6;Size:-0.1;Momentum:-0.4;LowVol:-0.7 | MaxPos6%;NoDerivatives | 8 | 25 | 4.2 | trailing 8% | 144 | 18.6 | Bear | 26.1 | 3.19 | 1.7 | 152 | 25 | 75 | 62 | false | Sell | Trim extended winner -1% | 7 | -32 | BrokerA | MKT | 92 | null | null | Normal monitoring | 86 | -13 | 76 | 4 | false | Tax-aware sells next window |
P2632 | Cautious | IRA | USD | 2025-01-11 | 848,271 | 109,552 | 738,719 | 1 | 49.5 | 31 | 2 | 17.4 | GLD:13.3%;XLF:16.4%;HYG:24.0%;BND:22.2%;VOO:24.0% | US:67.0;EU:8.8;APAC:11.4;EM:8.6;Other:4.2 | Value:+0.7;Growth:-0.5;Quality:-1.0;Size:+0.8;Momentum:+0.2;LowVol:-0.7 | ESGOnly;NoMargin | 10 | 30 | 3.3 | trailing 8% | 155 | 17.8 | Sideways | 20.6 | 4.52 | 2.9 | 130 | -29 | 37 | 60 | false | Buy | Add to core equity +1% | 32 | 7 | BrokerC | MKT | 95 | null | null | Normal monitoring | 34 | -21 | 174 | 4 | false | Monitor dispersion and breadth |
P2633 | Cautious | Trust | USD | 2025-12-01 | 384,898 | 38,095 | 346,803 | 1 | 48.2 | 41.3 | 0.3 | 10.1 | TLT:25.0%;GLD:25.0%;AMZN:25.0%;BRK.B:25.0% | US:65.3;EU:22.2;APAC:7.5;EM:4.9;Other:0.1 | Value:-0.2;Growth:+0.9;Quality:+0.2;Size:-0.6;Momentum:-0.3;LowVol:+0.9 | MaxPos5%;NoDerivatives;NoMargin | 8 | 35 | 5.3 | trailing 10% | 106 | 17.2 | Sideways | 19.7 | 3.78 | 3.1 | 97 | 21 | 72 | 53 | false | Rebalance | Shift +1% to bonds from equity | 30 | 5 | BrokerC | MKT | 85 | null | null | Normal monitoring | 81 | -57 | 209 | 3 | false | Increase defensive factor exposure |
P2634 | Active | Roth | USD | 2025-04-16 | 2,138,490 | 157,673 | 1,980,817 | 1 | 68.2 | 25.3 | 0 | 6.4 | HYG:33.3%;GLD:33.3%;VOO:33.3% | US:64.7;EU:15.0;APAC:9.8;EM:8.2;Other:2.3 | Value:+0.4;Growth:+0.4;Quality:-0.7;Size:-0.9;Momentum:+0.2;LowVol:-0.9 | NoDerivatives | 6 | 30 | 5.3 | hard 12% | 122 | 27.9 | Bull | 14.1 | 3.65 | 3.4 | 92 | 66 | 93 | 57 | false | NoAction | Within bands; monitor | 28 | -20 | BrokerA | LMT | 86 | null | null | Normal monitoring | 84 | -25 | 188 | 3 | false | Tighten stops on momentum names |
P2635 | Opportunistic | Trust | USD | 2025-02-25 | 1,080,987 | 48,700 | 1,032,287 | 1 | 73 | 11.5 | 10.8 | 4.7 | AAPL:33.6%;BRK.B:33.6%;GLD:32.9% | US:74.3;EU:7.7;APAC:5.7;EM:8.5;Other:3.8 | Value:-0.6;Growth:-0.4;Quality:-0.9;Size:-0.8;Momentum:+0.5;LowVol:+1.0 | null | 6 | 30 | 5.7 | trailing 9% | 184 | 20.1 | Volatile | 21.6 | 4.38 | 4 | 136 | 55 | 83 | 77 | true | Hedge | Buy index puts 1% notional | 11 | -13 | BrokerD | MKT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 42 | -23 | 118 | 4 | true | Tighten stops on momentum names |
P2636 | Active | 401k | USD | 2025-10-09 | 1,442,158 | 171,052 | 1,271,106 | 1 | 62.9 | 28 | 0 | 9.1 | QQQ:33.3%;MUB:33.3%;HYG:33.3% | US:68.0;EU:8.3;APAC:12.2;EM:9.3;Other:2.3 | Value:-0.2;Growth:+0.1;Quality:+0.2;Size:-0.9;Momentum:+0.7;LowVol:+1.0 | MaxPos7% | 6 | 35 | 4.4 | hard 12% | 134 | 17.1 | Bull | 11.9 | 4.48 | 2.3 | 78 | 55 | 64 | 49 | false | Rebalance | Shift +1% to bonds from equity | 34 | -7 | BrokerD | LMT | 89 | null | null | Normal monitoring | 48 | -35 | 68 | 3 | false | Increase defensive factor exposure |
P2637 | Cautious | Taxable | USD | 2025-01-07 | 652,642 | 71,270 | 581,372 | 1 | 46.4 | 38.9 | 0 | 14.7 | XLF:10.9%;TSLA:22.6%;BRK.B:22.6%;AAPL:13.2%;MSFT:10.5%;QQQ:20.1% | US:76.3;EU:10.1;APAC:6.6;EM:6.2;Other:0.8 | Value:-0.9;Growth:-0.5;Quality:-0.7;Size:+0.3;Momentum:+0.8;LowVol:-0.8 | ESGOnly;MaxPos5%;NoMargin | 6 | 30 | 5.1 | trailing 8% | 153 | 17.5 | Sideways | 20 | 4.52 | 2.7 | 115 | 11 | 54 | 43 | false | Rebalance | Shift +1% to bonds from equity | 26 | 3 | BrokerA | LMT | 94 | null | null | Normal monitoring | 36 | -6 | 137 | 5 | false | Increase defensive factor exposure |
P2638 | Active | Trust | USD | 2025-06-19 | 1,315,999 | 143,683 | 1,172,316 | 1 | 66.7 | 23.6 | 0 | 9.6 | VTI:33.3%;TSLA:33.3%;VOO:33.3% | US:79.0;EU:6.1;APAC:7.0;EM:3.8;Other:4.2 | Value:+0.9;Growth:-0.1;Quality:+0.6;Size:-0.1;Momentum:-0.1;LowVol:-0.7 | MaxPos5% | 5 | 30 | 5.3 | hard 12% | 214 | 20.7 | Sideways | 20.2 | 3.69 | 3.2 | 92 | 54 | 84 | 60 | false | Rebalance | Shift +1% to bonds from equity | 30 | 3 | BrokerC | MKT | 98 | null | null | Normal monitoring | 120 | -1 | 112 | 5 | false | Tax-aware sells next window |
P2639 | Hands-off | Trust | USD | 2025-09-22 | 317,053 | 26,582 | 290,471 | 1 | 61.3 | 18 | 15 | 5.6 | GLD:16.9%;BND:27.7%;QQQ:27.7%;VNQ:27.7% | US:62.0;EU:15.4;APAC:10.0;EM:9.5;Other:3.1 | Value:+0.9;Growth:+1.0;Quality:+0.4;Size:+0.5;Momentum:-0.5;LowVol:-0.5 | ESGOnly | 7 | 25 | 5 | hard 10% | 92 | 16.4 | Bull | 17.6 | 4.95 | 3.3 | 77 | 25 | 62 | 47 | false | Hedge | Add TLT +1% as duration hedge | -13 | -33 | BrokerB | LMT | 91 | null | null | Normal monitoring | 92 | -47 | 62 | 3 | false | Tighten stops on momentum names |
P2640 | Active | 401k | USD | 2025-07-07 | 2,223,644 | 212,299 | 2,011,345 | 1 | 60.3 | 27.8 | 3.1 | 8.7 | TLT:23.5%;IEF:14.8%;QQQ:14.7%;MSFT:23.5%;VTI:23.5% | US:60.0;EU:17.1;APAC:12.7;EM:5.7;Other:4.5 | Value:-1.0;Growth:+0.3;Quality:+0.6;Size:+0.1;Momentum:+0.2;LowVol:-0.3 | NoDerivatives | 10 | 30 | 4.8 | trailing 9% | 211 | 16.7 | Bull | 14.9 | 4 | 3.2 | 86 | 70 | 94 | 52 | false | Sell | Trim extended winner -1% | 25 | -20 | BrokerD | LMT | 99 | null | null | Normal monitoring | 115 | -55 | 178 | 5 | false | Increase defensive factor exposure |
P2641 | Hands-off | 401k | USD | 2024-12-26 | 673,812 | 49,170 | 624,642 | 1 | 72.3 | 21.8 | 0.2 | 5.7 | BND:33.3%;VOO:33.3%;XLF:33.3% | US:68.6;EU:6.2;APAC:13.5;EM:11.1;Other:0.6 | Value:+0.7;Growth:+0.6;Quality:-1.0;Size:+0.4;Momentum:+0.1;LowVol:-0.1 | ESGOnly | 7 | 35 | 4.3 | trailing 8% | 144 | 12.7 | Sideways | 17.3 | 4.71 | 2.9 | 138 | 33 | 58 | 62 | false | Rebalance | Shift +1% to bonds from equity | 8 | -6 | BrokerD | MKT | 99 | null | null | Normal monitoring | 17 | 2 | 1 | 3 | false | Within IPS guidelines |
P2642 | Cautious | Trust | USD | 2025-03-10 | 573,220 | 77,114 | 496,106 | 1 | 42.1 | 38.9 | 4.6 | 14.3 | VNQ:28.6%;GLD:28.6%;VTI:28.6%;HYG:14.3% | US:60.7;EU:21.2;APAC:8.6;EM:8.3;Other:1.3 | Value:+0.7;Growth:+0.8;Quality:+0.4;Size:-0.5;Momentum:-0.7;LowVol:+0.7 | NoDerivatives;NoMargin | 6 | 25 | 5.6 | hard 10% | 93 | 12.5 | Volatile | 24.8 | 4.15 | 2.9 | 128 | -3 | 56 | 50 | false | Buy | Add to core equity +1% | 7 | -35 | BrokerD | MKT | 100 | null | null | Normal monitoring | 3 | -34 | 65 | 5 | false | Tighten stops on momentum names |
P2643 | Systematic | Taxable | USD | 2024-11-29 | 514,304 | 25,811 | 488,493 | 1 | 64.6 | 22 | 5.9 | 7.5 | AAPL:21.1%;HYG:24.8%;VTI:20.5%;AMZN:24.8%;MUB:8.7% | US:64.6;EU:19.5;APAC:8.0;EM:3.4;Other:4.5 | Value:-0.4;Growth:+0.1;Quality:-0.5;Size:0.0;Momentum:-1.0;LowVol:+0.1 | null | 6 | 35 | 5.6 | trailing 9% | 211 | 24.8 | Bull | 15.8 | 4.3 | 2.5 | 92 | 38 | 54 | 46 | false | Buy | Add to core equity +1% | 8 | 2 | BrokerC | MKT | 99 | null | null | Normal monitoring | 71 | -15 | 111 | 4 | false | Within IPS guidelines |
P2644 | Opportunistic | Roth | USD | 2025-11-03 | 743,719 | 27,425 | 716,294 | 1 | 62.1 | 17.6 | 13.3 | 7.1 | MUB:7.4%;XLF:21.3%;TSLA:21.3%;GLD:18.9%;HYG:9.7%;VTI:21.3% | US:65.9;EU:9.9;APAC:15.7;EM:5.9;Other:2.6 | Value:-0.6;Growth:+0.5;Quality:+0.2;Size:+0.8;Momentum:+0.2;LowVol:-0.3 | MaxPos7% | 10 | 25 | 5 | trailing 7% | 239 | 22.4 | Bull | 17.1 | 3.85 | 3.1 | 119 | 64 | 93 | 42 | false | Sell | Trim extended winner -1% | 27 | -1 | BrokerD | MKT | 85 | null | null | Normal monitoring | 75 | -13 | 197 | 5 | false | Increase defensive factor exposure |
P2645 | Cautious | 401k | USD | 2025-01-31 | 366,323 | 31,337 | 334,986 | 1 | 51 | 33.8 | 4.5 | 10.7 | XLF:27.2%;VOO:27.2%;BRK.B:27.2%;QQQ:18.4% | US:63.3;EU:16.3;APAC:11.2;EM:8.3;Other:0.9 | Value:+0.2;Growth:-0.8;Quality:+0.8;Size:+1.0;Momentum:-0.3;LowVol:-0.4 | ESGOnly;NoMargin | 6 | 35 | 3.7 | trailing 8% | 111 | 19 | Bull | 14.2 | 3.5 | 2.3 | 78 | 52 | 66 | 38 | true | Hedge | Buy index puts 1% notional | 18 | -39 | BrokerD | LMT | 89 | VAR>budget | Reduce | Risk above budget threshold | -32 | -39 | 108 | 4 | false | Within IPS guidelines |
P2646 | Active | 401k | USD | 2025-04-11 | 1,495,361 | 111,947 | 1,383,414 | 1 | 59.1 | 23.3 | 9.9 | 7.7 | VOO:25.1%;HYG:25.1%;QQQ:24.6%;AAPL:25.1% | US:60.1;EU:18.4;APAC:11.8;EM:6.3;Other:3.3 | Value:+0.1;Growth:-0.2;Quality:+0.5;Size:+0.8;Momentum:+0.4;LowVol:-1.0 | null | 7 | 35 | 5.9 | trailing 9% | 229 | 27.5 | Volatile | 28.3 | 4.32 | 3.7 | 160 | 37 | 66 | 63 | true | Hedge | Buy index puts 1% notional | 2 | -37 | BrokerA | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | -15 | -13 | 80 | 4 | false | Monitor dispersion and breadth |
P2647 | Hands-off | 401k | USD | 2025-07-11 | 562,361 | 46,046 | 516,315 | 1 | 59.3 | 28.8 | 4.5 | 7.3 | MUB:28.0%;VNQ:28.0%;MSFT:28.0%;TLT:16.0% | US:62.8;EU:13.1;APAC:12.1;EM:9.9;Other:2.2 | Value:+0.8;Growth:-0.7;Quality:+0.6;Size:-1.0;Momentum:-0.6;LowVol:-0.9 | ESGOnly | 5 | 30 | 5.9 | trailing 8% | 170 | 19.6 | Sideways | 21.7 | 3.94 | 2.6 | 137 | 43 | 59 | 53 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -36 | BrokerC | MKT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 120 | 5 | 109 | 5 | false | Increase defensive factor exposure |
P2648 | Systematic | 401k | USD | 2025-09-08 | 1,141,391 | 79,438 | 1,061,953 | 1 | 59.3 | 21 | 10.8 | 9 | IEF:23.4%;AMZN:23.4%;XLF:18.1%;VOO:11.7%;MSFT:23.4% | US:67.2;EU:10.1;APAC:12.1;EM:8.5;Other:2.2 | Value:0.0;Growth:-0.6;Quality:+0.4;Size:+0.7;Momentum:-0.9;LowVol:-0.9 | null | 8 | 25 | 5.3 | trailing 8% | 159 | 25.9 | Bull | 12 | 4.28 | 2.9 | 90 | 60 | 66 | 47 | false | Buy | Add to core equity +1% | -9 | -15 | BrokerC | MKT | 96 | null | null | Normal monitoring | 64 | -10 | 87 | 5 | false | Monitor dispersion and breadth |
P2649 | Hands-off | 401k | USD | 2025-02-19 | 546,481 | 30,634 | 515,847 | 1 | 62.4 | 17.5 | 11.7 | 8.3 | VNQ:19.6%;BRK.B:20.7%;TLT:11.3%;MSFT:17.1%;AAPL:20.7%;VTI:10.5% | US:67.5;EU:15.6;APAC:7.1;EM:8.7;Other:1.0 | Value:+0.3;Growth:+0.6;Quality:-0.3;Size:0.0;Momentum:+0.5;LowVol:+0.7 | ESGOnly | 5 | 30 | 5.7 | trailing 10% | 142 | 15 | Volatile | 22.6 | 4.51 | 4.3 | 133 | -36 | 34 | 53 | false | Rebalance | Shift +1% to bonds from equity | 25 | 15 | BrokerC | MKT | 89 | null | null | Normal monitoring | -47 | -51 | 49 | 3 | false | Within IPS guidelines |
P2650 | Systematic | IRA | USD | 2025-08-06 | 1,009,019 | 47,712 | 961,307 | 1 | 60.3 | 31.9 | 0 | 7.7 | TSLA:23.5%;MSFT:23.5%;MUB:13.4%;GLD:23.5%;BND:16.1% | US:70.5;EU:5.4;APAC:12.8;EM:8.7;Other:2.5 | Value:+0.8;Growth:+0.2;Quality:-0.9;Size:+0.7;Momentum:+0.2;LowVol:+0.4 | NoDerivatives | 8 | 25 | 4.9 | trailing 9% | 156 | 23.1 | Bull | 16.3 | 3.82 | 2.4 | 107 | 2 | 52 | 48 | false | Rebalance | Shift +1% to bonds from equity | 5 | -38 | BrokerA | MKT | 85 | null | null | Normal monitoring | 100 | 1 | 70 | 4 | false | Monitor dispersion and breadth |
P2651 | Active | Roth | USD | 2025-10-05 | 913,141 | 83,925 | 829,216 | 1 | 53.6 | 27.4 | 9.3 | 9.7 | MUB:22.9%;HYG:22.9%;QQQ:10.1%;XLF:22.9%;TLT:21.3% | US:59.9;EU:18.4;APAC:9.3;EM:9.4;Other:3.0 | Value:+0.2;Growth:+0.5;Quality:-0.2;Size:+0.9;Momentum:-0.5;LowVol:+0.5 | null | 8 | 25 | 4.2 | hard 12% | 162 | 24.7 | Bear | 29.4 | 3.04 | 2.7 | 219 | 5 | 62 | 60 | false | Buy | Add to core equity +1% | 13 | -11 | BrokerA | VWAP | 86 | null | null | Normal monitoring | -57 | -32 | -24 | 3 | false | Monitor dispersion and breadth |
P2652 | Opportunistic | Roth | USD | 2025-10-02 | 311,016 | 12,715 | 298,301 | 1.08 | 70 | 20.3 | 1 | 8.7 | MSFT:13.0%;IEF:20.8%;AAPL:9.9%;GLD:20.8%;XLF:20.8%;VOO:14.6% | US:72.3;EU:6.3;APAC:13.4;EM:7.6;Other:0.3 | Value:+0.5;Growth:+0.4;Quality:+0.3;Size:-0.1;Momentum:+0.6;LowVol:-0.3 | null | 6 | 35 | 5.5 | trailing 7% | 173 | 31.9 | Bull | 15.3 | 4.06 | 2.2 | 99 | 55 | 76 | 56 | true | Hedge | Buy index puts 1% notional | 14 | -31 | BrokerB | VWAP | 91 | VAR>budget | Reduce | Risk above budget threshold | 2 | -6 | 49 | 4 | false | Monitor dispersion and breadth |
P2653 | Hands-off | Taxable | USD | 2024-12-28 | 828,939 | 60,057 | 768,882 | 1 | 64.6 | 28 | 0 | 7.4 | QQQ:26.2%;MSFT:26.2%;BRK.B:26.2%;VOO:21.4% | US:67.6;EU:9.3;APAC:12.2;EM:8.2;Other:2.6 | Value:+0.1;Growth:-0.5;Quality:-0.5;Size:+0.5;Momentum:0.0;LowVol:+0.8 | null | 5 | 35 | 4.4 | trailing 8% | 155 | 12 | Volatile | 21.3 | 3.79 | 4.1 | 129 | -58 | 13 | 65 | false | Rebalance | Shift +1% to bonds from equity | 10 | 10 | BrokerB | MKT | 98 | null | null | Normal monitoring | 112 | -51 | 72 | 3 | false | Increase defensive factor exposure |
P2654 | Hands-off | Trust | USD | 2025-03-23 | 244,494 | 15,053 | 229,441 | 1 | 56 | 19.1 | 18.3 | 6.5 | XLF:24.8%;TSLA:30.5%;GLD:14.3%;BRK.B:30.5% | US:78.7;EU:6.1;APAC:9.9;EM:3.5;Other:1.9 | Value:+0.6;Growth:-0.5;Quality:+0.9;Size:+0.1;Momentum:+0.8;LowVol:+0.1 | ESGOnly | 5 | 30 | 4.9 | hard 10% | 133 | 12.5 | Bear | 31.6 | 3.7 | 2.8 | 219 | -22 | 51 | 68 | false | Sell | Trim extended winner -1% | -4 | 9 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 48 | -49 | 49 | 3 | false | Increase defensive factor exposure |
P2655 | Active | Trust | USD | 2025-07-18 | 1,265,683 | 105,072 | 1,160,611 | 1 | 52.6 | 21.3 | 17.6 | 8.5 | HYG:11.3%;XLF:21.0%;QQQ:19.9%;VNQ:18.1%;BRK.B:17.3%;GLD:12.3% | US:67.5;EU:16.9;APAC:9.4;EM:4.0;Other:2.1 | Value:-0.9;Growth:-0.5;Quality:+0.9;Size:+0.9;Momentum:+0.1;LowVol:+0.8 | null | 6 | 25 | 4.4 | hard 12% | 144 | 17.1 | Volatile | 27.3 | 3.87 | 2.3 | 123 | -58 | 11 | 59 | false | Buy | Add to core equity +1% | -15 | -39 | BrokerA | MKT | 85 | null | null | Normal monitoring | 25 | -60 | 29 | 4 | false | Monitor dispersion and breadth |
P2656 | Active | Taxable | USD | 2024-11-15 | 1,967,224 | 189,508 | 1,777,716 | 1 | 56.9 | 30.5 | 7 | 5.6 | XLF:22.0%;HYG:24.8%;TLT:26.6%;GLD:26.6% | US:77.0;EU:6.2;APAC:7.4;EM:7.5;Other:1.8 | Value:-0.4;Growth:+0.7;Quality:-0.3;Size:-0.3;Momentum:+0.6;LowVol:+0.9 | NoDerivatives | 5 | 35 | 5.4 | hard 12% | 158 | 23.7 | Volatile | 31.2 | 4.22 | 4 | 142 | -49 | 36 | 74 | true | Hedge | Buy index puts 1% notional | -1 | 13 | BrokerB | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | -14 | -44 | 87 | 3 | true | Tax-aware sells next window |
P2657 | Hands-off | Taxable | USD | 2025-07-04 | 566,936 | 55,547 | 511,389 | 1 | 55.8 | 27.4 | 9.4 | 7.4 | VOO:27.4%;BND:36.3%;HYG:36.3% | US:63.9;EU:20.7;APAC:5.6;EM:4.9;Other:4.9 | Value:-0.3;Growth:-0.5;Quality:+0.4;Size:0.0;Momentum:-0.4;LowVol:+0.9 | ESGOnly;MaxPos7% | 6 | 30 | 4.6 | trailing 8% | 93 | 15 | Sideways | 16.7 | 3.54 | 2.4 | 134 | 18 | 54 | 49 | false | Buy | Add to core equity +1% | -3 | -3 | BrokerA | MKT | 85 | null | null | Normal monitoring | 70 | -20 | 84 | 3 | false | Tax-aware sells next window |
P2658 | Opportunistic | Taxable | USD | 2024-10-13 | 1,027,839 | 54,550 | 973,289 | 1 | 76.5 | 18.2 | 0 | 5.4 | VTI:29.8%;BRK.B:18.7%;GLD:21.6%;TSLA:29.8% | US:71.4;EU:8.6;APAC:12.2;EM:6.4;Other:1.4 | Value:+0.6;Growth:+0.8;Quality:+0.4;Size:-0.4;Momentum:-0.1;LowVol:+0.7 | null | 5 | 25 | 6.1 | trailing 7% | 253 | 34.5 | Bear | 33 | 3.56 | 2 | 144 | 7 | 55 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 19 | 4 | BrokerA | MKT | 99 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -12 | -2 | -34 | 5 | true | Tax-aware sells next window |
P2659 | Hands-off | Roth | USD | 2025-04-29 | 297,703 | 20,252 | 277,451 | 1 | 64 | 20 | 6.8 | 9.2 | GLD:33.3%;BRK.B:33.3%;QQQ:33.3% | US:74.6;EU:9.9;APAC:7.6;EM:5.6;Other:2.3 | Value:+0.3;Growth:+0.4;Quality:-0.6;Size:+0.6;Momentum:0.0;LowVol:-0.6 | ESGOnly;NoDerivatives | 8 | 25 | 4.8 | trailing 10% | 149 | 14.3 | Sideways | 19.1 | 4.68 | 3.2 | 97 | 14 | 57 | 53 | false | Rebalance | Shift +1% to bonds from equity | 31 | -31 | BrokerA | MKT | 90 | null | null | Normal monitoring | 68 | -30 | 198 | 4 | false | Tighten stops on momentum names |
P2660 | Hands-off | 401k | USD | 2025-07-05 | 895,602 | 74,247 | 821,355 | 1 | 62.1 | 24.2 | 4.9 | 8.8 | VTI:33.3%;HYG:33.3%;IEF:33.3% | US:68.4;EU:11.4;APAC:6.5;EM:13.2;Other:0.5 | Value:+0.7;Growth:-0.0;Quality:+0.9;Size:+0.3;Momentum:+0.6;LowVol:+0.5 | NoDerivatives | 5 | 25 | 4.6 | trailing 10% | 125 | 12.3 | Sideways | 19.7 | 4.61 | 3.3 | 109 | -12 | 32 | 54 | false | Sell | Trim extended winner -1% | 35 | 12 | BrokerB | LMT | 98 | null | null | Normal monitoring | -50 | -45 | -70 | 4 | false | Tighten stops on momentum names |
P2661 | Opportunistic | 401k | USD | 2025-03-24 | 447,043 | 24,436 | 422,607 | 1 | 73.7 | 19.4 | 1 | 5.9 | VNQ:16.2%;GLD:17.1%;MUB:20.7%;AMZN:12.5%;TSLA:20.7%;VOO:12.7% | US:62.2;EU:13.3;APAC:15.4;EM:4.8;Other:4.2 | Value:+0.7;Growth:-0.3;Quality:-0.7;Size:-0.4;Momentum:+0.4;LowVol:+0.2 | null | 5 | 35 | 5.1 | trailing 7% | 225 | 29.7 | Bull | 13.8 | 4.27 | 3.3 | 118 | 46 | 86 | 48 | false | Rebalance | Shift +1% to bonds from equity | 31 | 3 | BrokerD | LMT | 89 | null | null | Normal monitoring | -33 | -56 | 101 | 3 | false | Tax-aware sells next window |
P2662 | Cautious | IRA | USD | 2025-03-16 | 468,645 | 62,343 | 406,302 | 1 | 48.8 | 36.2 | 0 | 14.9 | VOO:23.2%;VNQ:16.7%;XLF:13.7%;TLT:23.2%;HYG:23.2% | US:59.4;EU:18.0;APAC:12.7;EM:6.6;Other:3.3 | Value:+0.1;Growth:-0.5;Quality:-0.3;Size:-0.5;Momentum:-0.8;LowVol:-0.3 | ESGOnly;MaxPos5%;NoMargin | 6 | 35 | 5.2 | trailing 10% | 148 | 13.9 | Bear | 25 | 3.05 | 1.8 | 207 | -51 | 27 | 62 | false | Rebalance | Shift +1% to bonds from equity | 20 | 9 | BrokerD | LMT | 91 | null | null | Normal monitoring | 25 | 8 | 90 | 5 | false | Increase defensive factor exposure |
P2663 | Cautious | 401k | USD | 2024-07-24 | 188,115 | 29,648 | 158,467 | 1 | 39.4 | 40 | 8.9 | 11.7 | MSFT:33.3%;AMZN:33.3%;HYG:33.3% | US:68.7;EU:12.4;APAC:11.9;EM:6.2;Other:0.8 | Value:-0.7;Growth:-0.6;Quality:-0.7;Size:-0.2;Momentum:+0.1;LowVol:0.0 | NoDerivatives;NoMargin | 5 | 35 | 4.4 | hard 10% | 147 | 19.7 | Bear | 33.4 | 3.36 | 2.5 | 176 | -65 | 24 | 74 | true | Hedge | Buy index puts 1% notional | -1 | -28 | BrokerD | VWAP | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 117 | -3 | 239 | 2 | false | Increase defensive factor exposure |
P2664 | Active | Taxable | USD | 2025-05-29 | 884,328 | 59,454 | 824,874 | 1 | 61.8 | 25.9 | 6 | 6.2 | VTI:33.3%;AAPL:33.3%;MUB:33.3% | US:58.2;EU:15.1;APAC:10.5;EM:11.4;Other:4.8 | Value:-0.5;Growth:-0.3;Quality:+0.8;Size:+0.5;Momentum:+0.6;LowVol:-0.2 | null | 5 | 35 | 4.6 | trailing 9% | 225 | 26.6 | Bull | 14.8 | 4.14 | 3 | 84 | 47 | 82 | 45 | false | NoAction | Within bands; monitor | -13 | -26 | BrokerC | LMT | 92 | null | null | Normal monitoring | 102 | 10 | 95 | 3 | false | Tighten stops on momentum names |
P2665 | Systematic | Roth | USD | 2024-10-21 | 779,984 | 72,183 | 707,801 | 1 | 60.7 | 28.7 | 1.5 | 9.2 | IEF:26.3%;QQQ:21.2%;VNQ:26.3%;VTI:26.3% | US:72.6;EU:9.5;APAC:12.0;EM:4.0;Other:2.0 | Value:+0.5;Growth:+1.0;Quality:-0.4;Size:-0.8;Momentum:-0.9;LowVol:+0.1 | MaxPos6% | 10 | 30 | 4.7 | trailing 8% | 145 | 25.3 | Bull | 14.5 | 4.29 | 2.9 | 74 | 11 | 56 | 54 | false | Buy | Add to core equity +1% | 34 | -6 | BrokerA | VWAP | 85 | null | null | Normal monitoring | 60 | -53 | 158 | 4 | false | Tax-aware sells next window |
P2666 | Active | Taxable | USD | 2025-06-06 | 1,749,854 | 194,237 | 1,555,617 | 1 | 51.6 | 27.4 | 13.7 | 7.2 | TLT:8.1%;BRK.B:14.6%;TSLA:19.2%;HYG:22.1%;QQQ:13.9%;XLF:22.1% | US:62.5;EU:12.1;APAC:12.9;EM:8.9;Other:3.6 | Value:+0.5;Growth:-1.0;Quality:-0.2;Size:+0.1;Momentum:+0.4;LowVol:0.0 | MaxPos6% | 6 | 35 | 5.6 | hard 12% | 125 | 26.2 | Bull | 14.1 | 4.51 | 2.1 | 78 | 93 | 86 | 40 | false | Buy | Add to core equity +1% | 15 | -21 | BrokerA | LMT | 92 | null | null | Normal monitoring | 73 | -18 | 43 | 3 | false | Within IPS guidelines |
P2667 | Opportunistic | IRA | USD | 2025-09-26 | 745,278 | 64,743 | 680,535 | 1 | 73.5 | 19.7 | 0 | 6.8 | GLD:29.1%;VOO:22.5%;BND:29.1%;QQQ:19.2% | US:68.1;EU:9.3;APAC:12.4;EM:8.8;Other:1.4 | Value:+0.8;Growth:-0.8;Quality:+1.0;Size:+0.6;Momentum:+0.5;LowVol:+0.6 | null | 6 | 25 | 5.9 | hard 12% | 218 | 20.2 | Bear | 32.6 | 4.14 | 2.6 | 161 | -30 | 23 | 87 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | -33 | BrokerA | LMT | 94 | VAR>budget | Hedge | Risk above budget threshold | 98 | -2 | 121 | 5 | false | Tax-aware sells next window |
P2668 | Cautious | Trust | USD | 2024-07-04 | 198,295 | 24,347 | 173,948 | 1 | 44.4 | 39.7 | 0 | 15.9 | XLF:33.3%;GLD:33.3%;IEF:33.3% | US:64.5;EU:14.2;APAC:9.9;EM:8.6;Other:2.9 | Value:-0.2;Growth:+1.0;Quality:-0.6;Size:-0.0;Momentum:+0.4;LowVol:-0.6 | MaxPos5%;NoMargin | 10 | 35 | 3.4 | trailing 8% | 92 | 12.6 | Sideways | 16.4 | 4.92 | 2.1 | 100 | 53 | 70 | 35 | true | Reduce | Cut high-beta by 2-3%, add cash | 1 | -6 | BrokerD | MKT | 95 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 31 | -34 | 141 | 4 | true | Tighten stops on momentum names |
P2669 | Hands-off | IRA | USD | 2024-12-01 | 724,509 | 33,852 | 690,657 | 1 | 56.1 | 23.3 | 12.6 | 8 | VTI:33.3%;HYG:33.3%;VNQ:33.3% | US:63.4;EU:11.2;APAC:15.5;EM:5.7;Other:4.1 | Value:-0.9;Growth:-0.7;Quality:+0.2;Size:+0.7;Momentum:+0.5;LowVol:+0.6 | MaxPos7% | 8 | 25 | 3.5 | trailing 8% | 132 | 17.5 | Volatile | 28.4 | 5.02 | 4 | 177 | -17 | 31 | 73 | true | Hedge | Buy index puts 1% notional | -13 | -15 | BrokerD | MKT | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -35 | -34 | -33 | 5 | false | Tighten stops on momentum names |
P2670 | Active | Roth | USD | 2025-04-08 | 1,594,483 | 117,267 | 1,477,216 | 1 | 68.6 | 19.4 | 4.5 | 7.5 | VOO:25.0%;HYG:25.0%;QQQ:25.0%;VTI:25.0% | US:63.9;EU:11.0;APAC:13.4;EM:9.9;Other:1.9 | Value:+0.6;Growth:-0.1;Quality:-0.3;Size:+1.0;Momentum:0.0;LowVol:-0.4 | null | 10 | 30 | 5.1 | hard 12% | 170 | 17.4 | Volatile | 24.4 | 4.2 | 3.3 | 174 | -60 | 30 | 68 | false | Hedge | Add TLT +1% as duration hedge | 27 | -37 | BrokerB | LMT | 100 | null | null | Normal monitoring | 101 | -16 | 192 | 5 | false | Monitor dispersion and breadth |
P2671 | Opportunistic | IRA | USD | 2024-10-01 | 443,787 | 34,620 | 409,167 | 1 | 73.5 | 10.7 | 7.7 | 8.1 | MUB:35.3%;GLD:35.3%;TSLA:29.4% | US:72.5;EU:10.0;APAC:7.8;EM:8.1;Other:1.6 | Value:+0.7;Growth:-0.2;Quality:+0.2;Size:-0.3;Momentum:-0.7;LowVol:+0.1 | MaxPos7% | 10 | 25 | 5.6 | trailing 9% | 220 | 24 | Bull | 15.5 | 4.2 | 2.8 | 86 | 38 | 55 | 52 | true | Rebalance | Rebalance back to target bands | 4 | 15 | BrokerC | MKT | 87 | VAR>budget | Hedge | Risk above budget threshold | 60 | -27 | 142 | 4 | false | Tax-aware sells next window |
P2672 | Active | Trust | USD | 2024-08-30 | 1,947,868 | 214,838 | 1,733,030 | 1 | 60.2 | 29.1 | 1.1 | 9.6 | BRK.B:27.5%;TSLA:21.5%;GLD:27.5%;VTI:23.6% | US:72.6;EU:15.0;APAC:6.0;EM:4.2;Other:2.1 | Value:+0.4;Growth:-0.0;Quality:-0.8;Size:+0.7;Momentum:-0.3;LowVol:+0.4 | MaxPos7% | 10 | 35 | 5 | trailing 9% | 204 | 26.8 | Sideways | 14.6 | 4.72 | 3.1 | 102 | 1 | 61 | 42 | false | Buy | Add to core equity +1% | 35 | -1 | BrokerB | LMT | 85 | null | null | Normal monitoring | 85 | 17 | 179 | 5 | false | Tax-aware sells next window |
P2673 | Hands-off | IRA | USD | 2025-01-21 | 774,666 | 46,932 | 727,734 | 1 | 72.5 | 20.6 | 0 | 7 | AMZN:33.3%;MUB:33.3%;IEF:33.3% | US:57.0;EU:17.7;APAC:10.0;EM:11.5;Other:3.9 | Value:-0.3;Growth:+0.3;Quality:-0.5;Size:+0.7;Momentum:-0.5;LowVol:-0.0 | null | 6 | 35 | 4.7 | hard 10% | 102 | 13.4 | Bull | 14.2 | 4.56 | 2.8 | 109 | 109 | 100 | 44 | false | Buy | Add to core equity +1% | -4 | -21 | BrokerB | MKT | 93 | null | null | Normal monitoring | -26 | -31 | 51 | 5 | false | Within IPS guidelines |
P2674 | Opportunistic | 401k | USD | 2024-12-14 | 621,254 | 51,624 | 569,630 | 1 | 62.7 | 21.6 | 11 | 4.7 | BND:33.3%;TLT:33.3%;MUB:33.3% | US:63.8;EU:14.3;APAC:9.2;EM:10.2;Other:2.4 | Value:+0.9;Growth:-1.0;Quality:-0.2;Size:-0.8;Momentum:+0.3;LowVol:-0.4 | MaxPos7% | 7 | 25 | 4.5 | hard 12% | 261 | 25.3 | Volatile | 30.8 | 4.03 | 3 | 174 | 7 | 44 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | -9 | BrokerC | MKT | 96 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -5 | -17 | 50 | 3 | false | Increase defensive factor exposure |
P2675 | Active | Roth | USD | 2025-04-04 | 2,002,400 | 155,858 | 1,846,542 | 1 | 64 | 26.6 | 0.6 | 8.8 | TLT:20.5%;HYG:26.5%;BND:26.5%;QQQ:26.5% | US:69.2;EU:8.7;APAC:11.3;EM:7.1;Other:3.9 | Value:+0.1;Growth:-0.9;Quality:+0.6;Size:-0.3;Momentum:+0.8;LowVol:-0.9 | null | 6 | 25 | 4.5 | trailing 8% | 136 | 22.7 | Bull | 13.8 | 3.52 | 2.6 | 119 | 90 | 100 | 45 | true | Hedge | Buy index puts 1% notional | -2 | -32 | BrokerC | MKT | 97 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 23 | -2 | 32 | 5 | false | Within IPS guidelines |
P2676 | Systematic | Taxable | USD | 2024-11-09 | 510,002 | 37,735 | 472,267 | 1 | 61.6 | 21 | 7.5 | 9.9 | VNQ:33.7%;TSLA:33.7%;QQQ:32.7% | US:63.7;EU:16.1;APAC:11.8;EM:7.7;Other:0.8 | Value:-0.6;Growth:+0.5;Quality:+0.1;Size:+0.6;Momentum:-0.8;LowVol:-1.0 | null | 8 | 30 | 5.3 | hard 12% | 167 | 27.2 | Bear | 27.3 | 3.25 | 1.7 | 176 | 7 | 38 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -30 | BrokerA | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 87 | -26 | 94 | 3 | false | Monitor dispersion and breadth |
P2677 | Opportunistic | Trust | USD | 2024-11-10 | 920,842 | 65,206 | 855,636 | 1 | 72.6 | 20.3 | 0 | 7.1 | IEF:35.3%;MUB:35.3%;HYG:29.4% | US:56.2;EU:21.3;APAC:12.4;EM:8.6;Other:1.4 | Value:-0.3;Growth:+0.3;Quality:-0.5;Size:-0.8;Momentum:+1.0;LowVol:-0.3 | MaxPos7% | 6 | 35 | 6.5 | trailing 7% | 239 | 27.7 | Volatile | 28.4 | 3.52 | 4.3 | 176 | -11 | 43 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -37 | BrokerA | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 100 | -9 | 110 | 4 | false | Increase defensive factor exposure |
P2678 | Hands-off | IRA | USD | 2025-08-09 | 360,742 | 27,470 | 333,272 | 1 | 59.6 | 15.5 | 15.7 | 9.2 | QQQ:33.3%;MSFT:33.3%;VTI:33.3% | US:61.5;EU:13.2;APAC:13.1;EM:10.1;Other:2.2 | Value:+0.7;Growth:-0.5;Quality:+0.3;Size:-0.9;Momentum:-0.0;LowVol:-0.7 | ESGOnly | 7 | 30 | 5.7 | trailing 8% | 145 | 18.9 | Bear | 23.4 | 3.13 | 2.7 | 179 | -103 | 5 | 66 | false | Rebalance | Shift +1% to bonds from equity | -9 | -28 | BrokerD | LMT | 100 | null | null | Normal monitoring | 81 | -35 | 67 | 3 | false | Tighten stops on momentum names |
P2679 | Systematic | Roth | USD | 2024-07-23 | 1,100,312 | 104,421 | 995,891 | 1 | 58.5 | 33.8 | 0 | 7.7 | AMZN:19.8%;XLF:26.7%;VNQ:26.7%;VOO:26.7% | US:62.6;EU:8.5;APAC:13.9;EM:11.2;Other:3.9 | Value:+0.3;Growth:-0.8;Quality:-0.5;Size:-0.9;Momentum:+0.1;LowVol:-0.8 | NoDerivatives | 7 | 35 | 5.1 | trailing 8% | 183 | 24.3 | Sideways | 15 | 4.02 | 2.3 | 122 | -1 | 50 | 35 | false | Buy | Add to core equity +1% | 2 | -25 | BrokerD | MKT | 95 | null | null | Normal monitoring | 75 | -51 | 52 | 4 | false | Monitor dispersion and breadth |
P2680 | Opportunistic | Trust | USD | 2025-10-16 | 343,524 | 15,406 | 328,118 | 1 | 67.7 | 19.2 | 8.7 | 4.5 | VTI:33.3%;QQQ:33.3%;MUB:33.3% | US:70.4;EU:6.4;APAC:8.0;EM:10.5;Other:4.7 | Value:+0.1;Growth:-0.4;Quality:+1.0;Size:+0.7;Momentum:+0.9;LowVol:+0.8 | null | 8 | 30 | 5.8 | hard 12% | 265 | 21.7 | Bull | 13.7 | 3.62 | 2.4 | 92 | 114 | 99 | 45 | false | Buy | Add to core equity +1% | 12 | -9 | BrokerB | MKT | 87 | null | null | Normal monitoring | 44 | 13 | 109 | 4 | false | Tax-aware sells next window |
P2681 | Systematic | 401k | USD | 2025-08-03 | 1,321,903 | 96,996 | 1,224,907 | 1 | 57.3 | 31.2 | 3.9 | 7.6 | BRK.B:26.6%;VNQ:20.1%;QQQ:26.6%;AMZN:26.6% | US:68.6;EU:9.6;APAC:13.0;EM:3.6;Other:5.3 | Value:-0.4;Growth:0.0;Quality:-0.8;Size:+0.2;Momentum:+1.0;LowVol:-0.5 | null | 10 | 30 | 5.5 | trailing 9% | 204 | 18.5 | Sideways | 21.6 | 4.01 | 2.2 | 110 | 24 | 62 | 53 | false | NoAction | Within bands; monitor | 10 | -5 | BrokerD | LMT | 94 | null | null | Normal monitoring | -14 | 7 | 126 | 3 | false | Within IPS guidelines |
P2682 | Active | Taxable | USD | 2024-07-05 | 866,948 | 95,981 | 770,967 | 1 | 54.4 | 23.5 | 15.3 | 6.8 | HYG:28.8%;VNQ:35.6%;AAPL:35.6% | US:63.8;EU:15.2;APAC:8.6;EM:8.9;Other:3.5 | Value:+0.3;Growth:+0.3;Quality:-0.7;Size:+0.6;Momentum:+0.2;LowVol:-0.9 | null | 7 | 25 | 5.6 | trailing 8% | 214 | 22.7 | Sideways | 21 | 3.86 | 3 | 117 | -22 | 32 | 44 | false | Rebalance | Shift +1% to bonds from equity | 24 | -11 | BrokerB | MKT | 85 | null | null | Normal monitoring | 73 | -46 | 40 | 4 | false | Monitor dispersion and breadth |
P2683 | Opportunistic | Roth | USD | 2024-11-29 | 1,693,663 | 59,921 | 1,633,742 | 1 | 64.2 | 21.1 | 7.3 | 7.3 | QQQ:12.4%;MSFT:23.0%;AMZN:24.0%;IEF:24.0%;VNQ:16.7% | US:62.7;EU:12.2;APAC:12.0;EM:12.2;Other:0.9 | Value:-0.8;Growth:-0.3;Quality:-0.3;Size:+0.6;Momentum:-0.5;LowVol:-0.4 | MaxPos7% | 5 | 30 | 5.2 | trailing 9% | 162 | 28.5 | Bull | 18 | 4.88 | 2.4 | 112 | 24 | 75 | 47 | true | Rebalance | Rebalance back to target bands | 11 | -25 | BrokerB | MKT | 86 | VAR>budget | Reduce | Risk above budget threshold | 106 | -22 | 222 | 2 | false | Monitor dispersion and breadth |
P2684 | Active | Roth | USD | 2024-08-06 | 1,271,389 | 93,394 | 1,177,995 | 1 | 66.9 | 27.9 | 0 | 5.2 | MUB:17.2%;QQQ:18.1%;VNQ:14.2%;GLD:9.8%;MSFT:18.1%;HYG:22.6% | US:64.1;EU:10.9;APAC:7.4;EM:13.5;Other:4.1 | Value:+0.4;Growth:+0.5;Quality:-0.0;Size:-0.0;Momentum:-0.5;LowVol:-0.4 | null | 6 | 25 | 4.4 | trailing 8% | 198 | 16.3 | Sideways | 20.5 | 3.9 | 2.5 | 105 | 47 | 75 | 51 | false | Rebalance | Shift +1% to bonds from equity | -2 | -25 | BrokerC | MKT | 97 | null | null | Normal monitoring | 15 | -1 | 71 | 4 | false | Tax-aware sells next window |
P2685 | Hands-off | 401k | USD | 2024-11-20 | 159,616 | 6,854 | 152,762 | 1 | 64.9 | 25.1 | 2.7 | 7.3 | AAPL:28.6%;XLF:14.3%;AMZN:28.6%;TSLA:28.6% | US:62.9;EU:15.3;APAC:13.8;EM:4.7;Other:3.2 | Value:-0.7;Growth:+0.9;Quality:-0.7;Size:-0.5;Momentum:+0.6;LowVol:+0.6 | MaxPos8% | 6 | 25 | 4.7 | trailing 8% | 93 | 15.3 | Volatile | 24.2 | 4.09 | 2.3 | 127 | -37 | 30 | 73 | true | Hedge | Buy index puts 1% notional | 2 | 0 | BrokerC | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | -54 | 14 | 38 | 2 | false | Tighten stops on momentum names |
P2686 | Opportunistic | 401k | USD | 2025-06-16 | 1,469,147 | 130,530 | 1,338,617 | 1.21 | 66.6 | 19.2 | 6 | 8.1 | MUB:25.0%;VTI:25.0%;MSFT:25.0%;BRK.B:25.0% | US:64.5;EU:18.9;APAC:9.7;EM:6.3;Other:0.6 | Value:-0.2;Growth:-0.4;Quality:-0.6;Size:+0.3;Momentum:+0.5;LowVol:+1.0 | MaxPos6% | 8 | 25 | 5.9 | trailing 9% | 184 | 26.9 | Volatile | 23.8 | 4.69 | 3.6 | 160 | -5 | 36 | 61 | false | Rebalance | Shift +1% to bonds from equity | 19 | -5 | BrokerD | MKT | 100 | null | null | Normal monitoring | -13 | -41 | -18 | 4 | false | Monitor dispersion and breadth |
P2687 | Active | 401k | USD | 2025-11-07 | 1,833,900 | 214,036 | 1,619,864 | 1 | 54.3 | 27.7 | 10.9 | 7.1 | TLT:22.8%;MUB:22.8%;BND:22.8%;BRK.B:22.8%;QQQ:8.7% | US:68.6;EU:10.9;APAC:5.8;EM:11.2;Other:3.4 | Value:-0.5;Growth:-0.3;Quality:-0.7;Size:+0.7;Momentum:+0.5;LowVol:+1.0 | null | 8 | 35 | 5.6 | trailing 8% | 152 | 24.2 | Volatile | 29.5 | 5.29 | 3.2 | 144 | 29 | 70 | 79 | true | Hedge | Buy index puts 1% notional | 9 | 14 | BrokerC | LMT | 98 | VAR>budget | Hedge | Risk above budget threshold | 25 | -23 | 131 | 2 | true | Tighten stops on momentum names |
P2688 | Hands-off | IRA | USD | 2025-04-19 | 764,906 | 63,772 | 701,134 | 1 | 63.1 | 16 | 11.6 | 9.3 | MUB:26.3%;VOO:26.3%;AMZN:26.3%;QQQ:21.0% | US:68.7;EU:7.6;APAC:15.6;EM:4.1;Other:4.0 | Value:+0.6;Growth:+0.9;Quality:-0.3;Size:+0.1;Momentum:+1.0;LowVol:-0.8 | ESGOnly;MaxPos8% | 7 | 25 | 3.5 | hard 10% | 121 | 12.4 | Sideways | 18.7 | 4.76 | 2.5 | 108 | 16 | 56 | 46 | false | Buy | Add to core equity +1% | 23 | -4 | BrokerD | LMT | 100 | null | null | Normal monitoring | 37 | 0 | 164 | 5 | false | Monitor dispersion and breadth |
P2689 | Systematic | Trust | USD | 2025-06-19 | 597,941 | 52,013 | 545,928 | 1 | 61.8 | 24.5 | 5.1 | 8.7 | TLT:9.6%;VOO:22.7%;AAPL:22.7%;HYG:22.7%;TSLA:22.2% | US:67.9;EU:8.4;APAC:11.4;EM:9.0;Other:3.3 | Value:-0.2;Growth:+0.3;Quality:+0.7;Size:+0.5;Momentum:-0.1;LowVol:-0.7 | MaxPos7% | 10 | 35 | 5.3 | trailing 9% | 230 | 26 | Bull | 17.7 | 3.74 | 2.7 | 114 | 80 | 90 | 44 | false | NoAction | Within bands; monitor | 12 | -24 | BrokerD | MKT | 0 | null | null | Normal monitoring | 7 | -44 | 86 | 4 | false | Tighten stops on momentum names |
P2690 | Opportunistic | Taxable | USD | 2024-11-25 | 391,979 | 21,488 | 370,491 | 1 | 64.8 | 17.3 | 11.1 | 6.8 | XLF:26.5%;AAPL:13.3%;QQQ:13.5%;VTI:20.2%;VOO:26.5% | US:76.0;EU:7.2;APAC:6.9;EM:5.4;Other:4.5 | Value:-0.2;Growth:+0.7;Quality:+1.0;Size:+0.6;Momentum:-1.0;LowVol:-1.0 | NoDerivatives | 8 | 35 | 5.1 | trailing 7% | 209 | 22.1 | Sideways | 17.2 | 3.79 | 3.2 | 125 | 32 | 52 | 54 | false | Rebalance | Shift +1% to bonds from equity | -14 | -14 | BrokerC | MKT | 100 | null | null | Normal monitoring | -11 | 7 | 67 | 4 | false | Tax-aware sells next window |
P2691 | Active | 401k | USD | 2025-05-09 | 575,655 | 48,825 | 526,830 | 1 | 64.2 | 27 | 0 | 8.8 | VOO:33.3%;QQQ:33.3%;VNQ:33.3% | US:69.0;EU:10.8;APAC:11.1;EM:4.5;Other:4.7 | Value:+0.9;Growth:+0.8;Quality:-0.2;Size:-0.4;Momentum:-0.8;LowVol:0.0 | MaxPos5% | 8 | 25 | 6 | hard 12% | 228 | 25.2 | Volatile | 25.4 | 5.31 | 4.5 | 139 | 40 | 58 | 72 | true | Rebalance | Rebalance back to target bands | 30 | -21 | BrokerC | LMT | 92 | VAR>budget | TightenStops | Risk above budget threshold | -22 | -27 | 10 | 4 | false | Tax-aware sells next window |
P2692 | Active | Taxable | USD | 2025-07-28 | 2,300,676 | 151,419 | 2,149,257 | 1 | 59.4 | 27.2 | 7.3 | 6.2 | AMZN:33.3%;GLD:33.3%;HYG:33.3% | US:68.9;EU:12.7;APAC:10.7;EM:7.4;Other:0.3 | Value:+0.7;Growth:+0.6;Quality:+0.7;Size:-0.0;Momentum:-0.2;LowVol:+0.3 | MaxPos6%;NoDerivatives | 7 | 25 | 4.2 | trailing 8% | 142 | 18.1 | Bull | 17.4 | 4.48 | 3.2 | 109 | 27 | 56 | 53 | false | Sell | Trim extended winner -1% | -10 | 8 | BrokerB | VWAP | 94 | null | null | Normal monitoring | 21 | 18 | 66 | 3 | false | Tighten stops on momentum names |
P2693 | Hands-off | IRA | USD | 2025-08-13 | 502,403 | 24,406 | 477,997 | 1 | 56.7 | 18.5 | 18.4 | 6.4 | AMZN:16.7%;TSLA:12.1%;TLT:14.7%;BRK.B:14.8%;XLF:20.9%;VOO:20.9% | US:69.0;EU:15.5;APAC:10.7;EM:4.3;Other:0.5 | Value:+0.3;Growth:+0.4;Quality:+0.5;Size:-0.4;Momentum:-0.5;LowVol:+0.7 | ESGOnly;MaxPos6%;NoDerivatives | 6 | 25 | 3.1 | hard 10% | 163 | 15.4 | Sideways | 19.8 | 4.15 | 2.1 | 98 | 48 | 82 | 44 | true | Hedge | Buy index puts 1% notional | 13 | -10 | BrokerD | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 52 | -53 | 44 | 5 | true | Within IPS guidelines |
P2694 | Cautious | Roth | USD | 2024-10-29 | 598,635 | 95,581 | 503,054 | 1 | 38 | 37.8 | 10.9 | 13.3 | IEF:8.3%;BND:23.6%;TLT:23.6%;AMZN:13.1%;VOO:23.6%;GLD:7.9% | US:54.2;EU:15.4;APAC:14.0;EM:11.7;Other:4.7 | Value:+1.0;Growth:-0.5;Quality:-0.2;Size:+0.6;Momentum:+0.1;LowVol:+0.8 | NoDerivatives;NoMargin | 6 | 30 | 4.6 | trailing 10% | 132 | 12.9 | Bull | 16.7 | 4.68 | 3.1 | 102 | 59 | 91 | 28 | false | Buy | Add to core equity +1% | -7 | -14 | BrokerB | VWAP | 92 | null | null | Normal monitoring | 116 | -5 | 216 | 5 | false | Monitor dispersion and breadth |
P2695 | Systematic | Trust | USD | 2025-12-24 | 1,882,153 | 93,601 | 1,788,552 | 1 | 58.3 | 23.4 | 11.3 | 7 | BND:24.8%;MSFT:23.9%;AMZN:24.8%;VOO:11.8%;QQQ:14.6% | US:69.8;EU:7.7;APAC:11.2;EM:7.1;Other:4.2 | Value:-0.3;Growth:+0.8;Quality:-0.4;Size:-0.4;Momentum:+1.0;LowVol:-0.8 | MaxPos8% | 6 | 30 | 5.8 | hard 12% | 215 | 20.4 | Volatile | 23.6 | 4.92 | 4.4 | 174 | 20 | 71 | 70 | true | Hedge | Buy index puts 1% notional | 9 | -13 | BrokerC | MKT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 26 | 17 | 139 | 4 | false | Tighten stops on momentum names |
P2696 | Cautious | Taxable | USD | 2025-01-06 | 333,480 | 34,112 | 299,368 | 1 | 42.3 | 41.1 | 0 | 16.6 | AMZN:30.5%;MUB:34.8%;TLT:34.8% | US:76.0;EU:11.1;APAC:8.5;EM:3.5;Other:0.9 | Value:-0.6;Growth:-0.1;Quality:+0.3;Size:-0.3;Momentum:-0.6;LowVol:+0.6 | NoDerivatives;NoMargin | 8 | 35 | 5.3 | trailing 10% | 110 | 19.7 | Sideways | 18.7 | 4.73 | 3.3 | 122 | 10 | 70 | 52 | false | Rebalance | Shift +1% to bonds from equity | 15 | 15 | BrokerB | MKT | 94 | null | null | Normal monitoring | 76 | -11 | 106 | 3 | false | Tighten stops on momentum names |
P2697 | Hands-off | Roth | USD | 2025-06-14 | 872,122 | 49,602 | 822,520 | 1 | 66.2 | 25.2 | 0 | 8.5 | MUB:19.8%;MSFT:22.4%;XLF:22.4%;TLT:20.3%;BRK.B:15.2% | US:67.8;EU:7.8;APAC:15.9;EM:4.9;Other:3.7 | Value:+0.7;Growth:-1.0;Quality:-0.9;Size:-0.3;Momentum:+0.7;LowVol:-0.2 | ESGOnly;MaxPos6% | 5 | 25 | 4.6 | trailing 8% | 96 | 16 | Volatile | 27.4 | 5.1 | 3.1 | 124 | 50 | 84 | 68 | false | Sell | Trim extended winner -1% | -8 | 6 | BrokerD | LMT | 100 | null | null | Normal monitoring | -40 | 16 | 57 | 4 | false | Within IPS guidelines |
P2698 | Opportunistic | Taxable | USD | 2025-10-30 | 1,279,749 | 106,030 | 1,173,719 | 1 | 62.5 | 17.9 | 11 | 8.6 | TSLA:22.5%;VTI:22.5%;TLT:22.5%;VOO:17.8%;AAPL:14.8% | US:65.2;EU:10.2;APAC:10.8;EM:11.8;Other:2.0 | Value:+0.1;Growth:-0.5;Quality:-0.6;Size:+0.7;Momentum:+0.3;LowVol:+0.9 | NoDerivatives | 7 | 35 | 4.1 | trailing 7% | 179 | 27.8 | Sideways | 17.3 | 4.12 | 2.7 | 113 | -24 | 25 | 52 | false | Sell | Trim extended winner -1% | -1 | -8 | BrokerC | LMT | 90 | null | null | Normal monitoring | -46 | -32 | 84 | 3 | false | Monitor dispersion and breadth |
P2699 | Opportunistic | IRA | USD | 2024-08-24 | 1,439,686 | 118,696 | 1,320,990 | 1 | 69.5 | 19.3 | 3.6 | 7.6 | BND:19.8%;AAPL:13.7%;QQQ:17.0%;VNQ:21.0%;VTI:16.1%;MUB:12.4% | US:73.7;EU:8.0;APAC:10.5;EM:6.4;Other:1.5 | Value:-0.6;Growth:-0.9;Quality:+0.9;Size:+0.7;Momentum:+0.1;LowVol:-0.1 | MaxPos6%;NoDerivatives | 10 | 30 | 4.4 | hard 12% | 224 | 20.5 | Bull | 16 | 4.72 | 3 | 99 | 88 | 88 | 60 | false | Buy | Add to core equity +1% | -12 | -29 | BrokerD | LMT | 86 | null | null | Normal monitoring | -43 | -55 | -46 | 5 | false | Tax-aware sells next window |
P2700 | Active | 401k | USD | 2025-02-12 | 935,765 | 80,696 | 855,069 | 1.16 | 68.1 | 19.1 | 7.1 | 5.7 | VOO:7.1%;BND:20.4%;TSLA:6.9%;MSFT:22.5%;QQQ:20.6%;TLT:22.5% | US:71.2;EU:8.6;APAC:8.0;EM:10.6;Other:1.6 | Value:-0.6;Growth:+0.2;Quality:-0.1;Size:+0.7;Momentum:-0.8;LowVol:+0.9 | null | 5 | 30 | 4.5 | trailing 8% | 183 | 27.3 | Sideways | 14.8 | 4.64 | 2.3 | 139 | 53 | 61 | 55 | false | Rebalance | Shift +1% to bonds from equity | 15 | 12 | BrokerD | MKT | 93 | null | null | Normal monitoring | 40 | -19 | 115 | 3 | false | Tighten stops on momentum names |
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