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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P2701 | Opportunistic | Trust | USD | 2025-09-05 | 1,256,938 | 70,079 | 1,186,859 | 1 | 62.7 | 20.4 | 12.7 | 4.2 | AMZN:25.0%;TLT:25.0%;VTI:25.0%;BRK.B:25.0% | US:64.6;EU:14.7;APAC:9.2;EM:7.4;Other:4.1 | Value:-0.2;Growth:+0.5;Quality:-0.5;Size:+0.2;Momentum:-0.3;LowVol:0.0 | null | 5 | 25 | 6.6 | trailing 7% | 227 | 22 | Volatile | 27.4 | 4.04 | 2.5 | 141 | 51 | 80 | 65 | false | Sell | Trim extended winner -1% | 4 | -30 | BrokerA | LMT | 90 | null | null | Normal monitoring | -31 | -60 | -31 | 3 | false | Within IPS guidelines |
P2702 | Opportunistic | Taxable | USD | 2024-11-09 | 1,176,487 | 89,714 | 1,086,773 | 1 | 60.4 | 16.7 | 15.5 | 7.5 | BND:12.1%;HYG:10.2%;QQQ:21.6%;IEF:13.0%;BRK.B:21.6%;MUB:21.6% | US:70.0;EU:10.5;APAC:9.8;EM:6.9;Other:2.9 | Value:+0.1;Growth:-0.6;Quality:-0.2;Size:+0.6;Momentum:-0.1;LowVol:+0.1 | null | 5 | 25 | 4 | trailing 7% | 268 | 25.3 | Volatile | 31.6 | 4.24 | 3.5 | 148 | -14 | 33 | 74 | true | Hedge | Buy index puts 1% notional | 20 | 8 | BrokerA | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | -30 | 18 | 80 | 5 | false | Tighten stops on momentum names |
P2703 | Hands-off | Trust | USD | 2025-02-08 | 681,236 | 42,931 | 638,305 | 1 | 68.7 | 21.6 | 2.1 | 7.6 | MSFT:22.3%;TLT:20.9%;GLD:10.4%;IEF:23.2%;BRK.B:23.2% | US:64.3;EU:17.2;APAC:8.8;EM:9.3;Other:0.4 | Value:+0.4;Growth:+0.4;Quality:+0.5;Size:+0.7;Momentum:+0.3;LowVol:-0.7 | ESGOnly;MaxPos6% | 5 | 30 | 5.8 | hard 10% | 140 | 14.8 | Sideways | 16.5 | 4.85 | 3.5 | 107 | -15 | 30 | 50 | true | Hedge | Buy index puts 1% notional | -3 | -5 | BrokerC | MKT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 99 | -16 | 95 | 4 | false | Tighten stops on momentum names |
P2704 | Cautious | IRA | USD | 2025-01-02 | 543,304 | 73,757 | 469,547 | 1 | 49.1 | 40.4 | 0 | 10.4 | MUB:33.3%;AMZN:33.3%;AAPL:33.3% | US:60.3;EU:18.4;APAC:11.9;EM:8.5;Other:0.9 | Value:-0.7;Growth:-0.8;Quality:+0.4;Size:+0.8;Momentum:-1.0;LowVol:-0.4 | NoMargin | 10 | 30 | 5.7 | trailing 8% | 139 | 18.6 | Bull | 14.6 | 4.27 | 2.7 | 78 | 93 | 94 | 29 | false | Rebalance | Shift +1% to bonds from equity | 16 | -34 | BrokerD | VWAP | 99 | null | null | Normal monitoring | -22 | -56 | 82 | 4 | false | Monitor dispersion and breadth |
P2705 | Active | Taxable | USD | 2024-08-02 | 797,178 | 48,338 | 748,840 | 1 | 53.8 | 23.5 | 14.8 | 7.8 | AMZN:8.9%;TLT:21.5%;QQQ:18.9%;IEF:11.6%;XLF:18.3%;BRK.B:20.9% | US:76.9;EU:9.1;APAC:7.1;EM:4.2;Other:2.7 | Value:+0.9;Growth:-0.0;Quality:+0.1;Size:+0.4;Momentum:+0.2;LowVol:-0.7 | null | 6 | 25 | 4.3 | hard 12% | 148 | 16.3 | Bull | 15.5 | 4.27 | 3.2 | 80 | 38 | 75 | 44 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | 6 | BrokerD | MKT | 86 | VAR>budget | Hedge | Risk above budget threshold | -2 | -30 | -35 | 5 | false | Tighten stops on momentum names |
P2706 | Cautious | Roth | USD | 2025-06-23 | 230,810 | 18,646 | 212,164 | 1 | 39.6 | 34.7 | 13.7 | 12 | TSLA:33.3%;MUB:33.3%;HYG:33.3% | US:67.4;EU:12.0;APAC:8.8;EM:11.8;Other:0.0 | Value:-0.3;Growth:+0.1;Quality:+0.6;Size:+0.6;Momentum:-0.5;LowVol:-0.4 | MaxPos8%;NoMargin | 10 | 30 | 5.5 | trailing 8% | 116 | 16 | Bear | 30.8 | 3.55 | 2.1 | 136 | 27 | 73 | 56 | false | Buy | Add to core equity +1% | -13 | -15 | BrokerC | LMT | 99 | null | null | Normal monitoring | 73 | -5 | 205 | 3 | false | Increase defensive factor exposure |
P2707 | Active | Roth | USD | 2024-07-16 | 1,880,485 | 122,613 | 1,757,872 | 1.25 | 59.2 | 19 | 13.2 | 8.5 | QQQ:9.4%;AMZN:24.9%;TLT:15.8%;BND:24.9%;VOO:24.9% | US:62.2;EU:18.5;APAC:12.8;EM:4.6;Other:2.0 | Value:-0.5;Growth:-0.3;Quality:-0.0;Size:+0.8;Momentum:-0.7;LowVol:-0.9 | null | 10 | 25 | 4.2 | trailing 9% | 165 | 17.3 | Sideways | 19.6 | 3.78 | 3.4 | 96 | 23 | 54 | 47 | true | Hedge | Buy index puts 1% notional | -3 | -7 | BrokerB | MKT | 86 | VAR>budget | Pause | Risk above budget threshold | -1 | 19 | 33 | 2 | false | Increase defensive factor exposure |
P2708 | Hands-off | Roth | USD | 2025-03-16 | 393,841 | 19,016 | 374,825 | 1 | 68.7 | 16.3 | 6.2 | 8.9 | QQQ:18.3%;XLF:16.2%;TLT:20.0%;AMZN:11.3%;BRK.B:14.2%;MUB:20.0% | US:63.5;EU:11.7;APAC:12.9;EM:11.4;Other:0.6 | Value:-1.0;Growth:-0.2;Quality:-0.5;Size:-0.1;Momentum:+0.9;LowVol:+0.4 | ESGOnly;NoDerivatives | 10 | 35 | 3.4 | trailing 10% | 91 | 15.1 | Volatile | 21.5 | 4.34 | 2.8 | 173 | -34 | 41 | 65 | false | Buy | Add to core equity +1% | 14 | -21 | BrokerD | LMT | 95 | null | null | Normal monitoring | -12 | -46 | 74 | 4 | false | Increase defensive factor exposure |
P2709 | Opportunistic | 401k | USD | 2025-09-11 | 1,765,357 | 99,323 | 1,666,034 | 1 | 70.9 | 15.3 | 9.5 | 4.3 | XLF:15.5%;VTI:18.1%;TLT:11.2%;IEF:12.0%;MUB:21.6%;BRK.B:21.6% | US:62.8;EU:13.6;APAC:9.6;EM:12.4;Other:1.5 | Value:-0.0;Growth:-0.3;Quality:-0.2;Size:+0.9;Momentum:-0.8;LowVol:+0.6 | null | 6 | 35 | 4.9 | trailing 7% | 196 | 33.8 | Bull | 17.3 | 4.26 | 2.6 | 93 | 82 | 76 | 47 | false | NoAction | Within bands; monitor | 31 | 6 | BrokerD | MKT | 0 | null | null | Normal monitoring | 51 | -58 | 107 | 4 | false | Tighten stops on momentum names |
P2710 | Systematic | Roth | USD | 2025-05-19 | 1,296,267 | 69,468 | 1,226,799 | 1 | 60.5 | 30.7 | 0 | 8.8 | MUB:28.3%;IEF:35.8%;HYG:35.8% | US:65.0;EU:14.8;APAC:12.5;EM:7.3;Other:0.5 | Value:+0.8;Growth:-0.8;Quality:-1.0;Size:+0.7;Momentum:+0.6;LowVol:+0.5 | null | 5 | 30 | 4.7 | trailing 8% | 164 | 26.2 | Volatile | 25.7 | 3.68 | 3.9 | 152 | 20 | 75 | 67 | false | Hedge | Add TLT +1% as duration hedge | 19 | 0 | BrokerB | MKT | 90 | null | null | Normal monitoring | -52 | 0 | -89 | 3 | false | Increase defensive factor exposure |
P2711 | Active | Taxable | USD | 2025-12-25 | 2,195,589 | 241,511 | 1,954,078 | 1 | 67.5 | 20.9 | 4.6 | 7 | BRK.B:33.3%;GLD:33.3%;HYG:33.3% | US:57.6;EU:18.3;APAC:8.8;EM:13.1;Other:2.2 | Value:-0.7;Growth:-0.8;Quality:-0.2;Size:-0.3;Momentum:+0.8;LowVol:+0.2 | NoDerivatives | 10 | 30 | 4.8 | trailing 8% | 139 | 16.7 | Bull | 16.5 | 4.54 | 2.7 | 80 | 90 | 84 | 58 | true | Hedge | Buy index puts 1% notional | 18 | 8 | BrokerB | LMT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -25 | -4 | 30 | 4 | true | Increase defensive factor exposure |
P2712 | Opportunistic | IRA | USD | 2024-07-21 | 1,330,915 | 42,673 | 1,288,242 | 1 | 61.5 | 13.1 | 18 | 7.4 | QQQ:20.8%;VNQ:16.4%;VTI:18.6%;HYG:5.9%;MUB:20.8%;AAPL:17.5% | US:73.9;EU:5.2;APAC:6.7;EM:11.6;Other:2.6 | Value:+0.8;Growth:+0.4;Quality:+0.1;Size:+0.4;Momentum:-0.5;LowVol:+0.9 | null | 7 | 35 | 4.1 | trailing 7% | 227 | 33.2 | Bull | 17.4 | 4.08 | 2.2 | 119 | 17 | 61 | 56 | false | Sell | Trim extended winner -1% | 30 | -23 | BrokerB | LMT | 93 | null | null | Normal monitoring | 60 | -29 | 34 | 3 | false | Tighten stops on momentum names |
P2713 | Systematic | 401k | USD | 2025-02-03 | 1,594,892 | 141,345 | 1,453,547 | 1 | 65.5 | 27.1 | 0 | 7.4 | GLD:25.1%;MUB:25.1%;VNQ:25.1%;MSFT:24.8% | US:60.5;EU:14.4;APAC:14.0;EM:8.6;Other:2.4 | Value:-0.2;Growth:+0.1;Quality:+0.3;Size:-0.3;Momentum:-0.6;LowVol:+0.8 | null | 5 | 25 | 6 | trailing 8% | 164 | 22.7 | Bull | 13.8 | 4.43 | 2.8 | 93 | 79 | 85 | 52 | false | NoAction | Within bands; monitor | 3 | -18 | BrokerB | LMT | 87 | null | null | Normal monitoring | 71 | 5 | 58 | 4 | false | Within IPS guidelines |
P2714 | Opportunistic | Roth | USD | 2024-07-08 | 310,489 | 24,102 | 286,387 | 1 | 64.6 | 14.2 | 14.3 | 6.9 | BND:34.1%;XLF:31.8%;TSLA:34.1% | US:68.2;EU:9.5;APAC:9.5;EM:12.4;Other:0.3 | Value:-0.6;Growth:+0.1;Quality:+0.2;Size:-0.6;Momentum:+0.4;LowVol:-0.5 | NoDerivatives | 8 | 35 | 4.6 | trailing 9% | 260 | 30.5 | Bull | 16.9 | 3.92 | 2.5 | 72 | 2 | 49 | 47 | false | Rebalance | Shift +1% to bonds from equity | 14 | 6 | BrokerA | LMT | 96 | null | null | Normal monitoring | 71 | -18 | 150 | 5 | false | Monitor dispersion and breadth |
P2715 | Opportunistic | Trust | USD | 2025-06-25 | 886,677 | 78,752 | 807,925 | 1 | 69.7 | 21.8 | 3.7 | 4.8 | AMZN:38.5%;VOO:22.9%;IEF:38.5% | US:64.9;EU:18.5;APAC:5.6;EM:10.1;Other:0.9 | Value:0.0;Growth:-0.9;Quality:+0.5;Size:+0.5;Momentum:-0.0;LowVol:-0.3 | MaxPos8%;NoDerivatives | 5 | 25 | 5.4 | trailing 7% | 206 | 31.5 | Sideways | 20.5 | 4.22 | 3.1 | 105 | 9 | 47 | 65 | false | Rebalance | Shift +1% to bonds from equity | 5 | -4 | BrokerB | VWAP | 99 | null | null | Normal monitoring | -31 | -9 | -8 | 4 | false | Tax-aware sells next window |
P2716 | Active | Taxable | USD | 2025-02-06 | 1,583,598 | 154,898 | 1,428,700 | 1 | 53.8 | 23.9 | 16.1 | 6.2 | GLD:33.3%;AMZN:33.3%;AAPL:33.3% | US:78.0;EU:7.2;APAC:5.9;EM:4.7;Other:4.2 | Value:-0.7;Growth:+0.4;Quality:-1.0;Size:+0.8;Momentum:-0.7;LowVol:-0.5 | null | 10 | 25 | 5.7 | hard 12% | 160 | 20 | Bull | 14.7 | 4.16 | 2.3 | 117 | 86 | 100 | 42 | false | Sell | Trim extended winner -1% | 2 | 0 | BrokerC | LMT | 85 | null | null | Normal monitoring | -59 | -35 | -40 | 4 | false | Within IPS guidelines |
P2717 | Hands-off | Roth | USD | 2025-11-04 | 720,569 | 42,314 | 678,255 | 1 | 56 | 18.9 | 17.8 | 7.4 | VOO:24.4%;BRK.B:25.2%;IEF:25.2%;QQQ:25.2% | US:71.0;EU:7.1;APAC:6.4;EM:10.6;Other:4.8 | Value:-0.9;Growth:+0.6;Quality:-0.7;Size:-0.3;Momentum:+0.1;LowVol:+0.3 | ESGOnly;MaxPos5% | 5 | 35 | 3.2 | trailing 8% | 106 | 18.7 | Sideways | 18 | 4.15 | 2.1 | 131 | 34 | 64 | 44 | true | Hedge | Buy index puts 1% notional | -13 | -36 | BrokerA | MKT | 88 | VAR>budget | Pause | Risk above budget threshold | 6 | -20 | 122 | 3 | false | Within IPS guidelines |
P2718 | Cautious | 401k | USD | 2025-12-07 | 761,397 | 117,408 | 643,989 | 1 | 35.3 | 37.4 | 14.3 | 13 | XLF:13.4%;VOO:24.0%;AMZN:8.0%;TSLA:9.9%;MSFT:24.0%;TLT:20.8% | US:74.0;EU:10.4;APAC:6.6;EM:3.9;Other:5.0 | Value:+0.2;Growth:+0.8;Quality:+0.5;Size:+0.6;Momentum:-0.2;LowVol:+0.6 | NoMargin | 10 | 30 | 3.8 | trailing 8% | 158 | 14.5 | Bull | 17.7 | 4.03 | 2.6 | 109 | 67 | 73 | 40 | false | Rebalance | Shift +1% to bonds from equity | 20 | -24 | BrokerA | MKT | 85 | null | null | Normal monitoring | -45 | -57 | 50 | 5 | false | Increase defensive factor exposure |
P2719 | Active | IRA | USD | 2024-09-05 | 1,640,471 | 128,726 | 1,511,745 | 1 | 63.3 | 23.4 | 6.7 | 6.6 | VTI:33.3%;HYG:33.3%;GLD:33.3% | US:69.4;EU:10.9;APAC:8.6;EM:9.7;Other:1.3 | Value:+0.1;Growth:-0.0;Quality:-0.2;Size:+0.8;Momentum:+0.9;LowVol:+0.5 | null | 8 | 30 | 5.6 | trailing 8% | 144 | 21.9 | Bull | 17.1 | 4.88 | 2.3 | 87 | 74 | 81 | 52 | false | Sell | Trim extended winner -1% | 10 | 9 | BrokerD | LMT | 85 | null | null | Normal monitoring | 55 | -19 | 92 | 3 | false | Tax-aware sells next window |
P2720 | Systematic | Trust | USD | 2024-07-05 | 1,615,666 | 139,475 | 1,476,191 | 1 | 58.8 | 31.7 | 0 | 9.5 | VNQ:21.6%;XLF:21.6%;HYG:18.2%;VOO:16.9%;QQQ:21.6% | US:64.5;EU:11.7;APAC:14.3;EM:7.7;Other:1.8 | Value:-0.9;Growth:+0.2;Quality:+0.8;Size:+0.7;Momentum:-0.7;LowVol:-0.7 | null | 8 | 30 | 4.2 | trailing 8% | 157 | 27.2 | Bear | 28.1 | 4.29 | 2.5 | 157 | -56 | 22 | 70 | true | Rebalance | Rebalance back to target bands | 33 | -29 | BrokerB | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 13 | 11 | 29 | 2 | false | Increase defensive factor exposure |
P2721 | Hands-off | Roth | USD | 2025-11-17 | 259,256 | 14,219 | 245,037 | 1 | 69 | 16.9 | 5.5 | 8.6 | BRK.B:11.5%;GLD:18.0%;MUB:12.6%;AAPL:15.7%;TSLA:21.1%;VNQ:21.1% | US:69.8;EU:5.9;APAC:13.4;EM:6.5;Other:4.4 | Value:-0.8;Growth:0.0;Quality:+0.4;Size:-0.5;Momentum:+0.6;LowVol:-0.3 | MaxPos7% | 7 | 35 | 6 | trailing 8% | 143 | 17.2 | Bull | 14.8 | 4.72 | 2.7 | 88 | 37 | 64 | 44 | false | Rebalance | Shift +1% to bonds from equity | -5 | 10 | BrokerA | VWAP | 91 | null | null | Normal monitoring | -53 | -47 | -70 | 3 | false | Within IPS guidelines |
P2722 | Active | Trust | USD | 2025-01-06 | 1,563,755 | 126,175 | 1,437,580 | 1 | 59.8 | 23.6 | 9 | 7.6 | AMZN:33.3%;MSFT:33.3%;HYG:33.3% | US:65.3;EU:13.1;APAC:11.4;EM:8.8;Other:1.4 | Value:0.0;Growth:-0.1;Quality:+0.1;Size:+0.9;Momentum:-0.2;LowVol:+0.9 | NoDerivatives | 8 | 25 | 4.4 | trailing 9% | 222 | 23.9 | Bull | 13.6 | 4.61 | 3.1 | 74 | 52 | 70 | 37 | false | Rebalance | Shift +1% to bonds from equity | 31 | 7 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 112 | -21 | 215 | 3 | false | Tax-aware sells next window |
P2723 | Systematic | IRA | USD | 2025-09-16 | 1,235,383 | 57,220 | 1,178,163 | 1 | 59.8 | 30.8 | 0 | 9.4 | VNQ:9.7%;XLF:22.4%;QQQ:22.4%;AAPL:13.5%;TLT:9.6%;VOO:22.4% | US:74.3;EU:8.6;APAC:6.6;EM:5.0;Other:5.5 | Value:+0.4;Growth:-0.5;Quality:-0.8;Size:-0.7;Momentum:-0.3;LowVol:-0.4 | null | 5 | 30 | 4.7 | trailing 9% | 169 | 19.2 | Sideways | 21.1 | 4.33 | 2.8 | 103 | -4 | 62 | 67 | false | Buy | Add to core equity +1% | -15 | -35 | BrokerD | MKT | 92 | null | null | Normal monitoring | -45 | 15 | -53 | 3 | false | Within IPS guidelines |
P2724 | Hands-off | Taxable | USD | 2025-12-14 | 868,338 | 65,074 | 803,264 | 1 | 69.3 | 20 | 1.3 | 9.5 | XLF:25.9%;GLD:22.4%;BRK.B:25.9%;VOO:25.9% | US:77.7;EU:5.5;APAC:5.8;EM:7.9;Other:3.1 | Value:-0.2;Growth:-0.4;Quality:+0.6;Size:-0.9;Momentum:+0.3;LowVol:-1.0 | ESGOnly;MaxPos6%;NoDerivatives | 10 | 25 | 4 | trailing 10% | 150 | 12.7 | Sideways | 15.1 | 3.54 | 2 | 140 | 24 | 69 | 57 | false | Buy | Add to core equity +1% | 3 | -27 | BrokerC | MKT | 98 | null | null | Normal monitoring | 98 | -22 | 201 | 3 | false | Within IPS guidelines |
P2725 | Cautious | Roth | USD | 2025-05-20 | 834,975 | 89,579 | 745,396 | 1 | 35.7 | 38.9 | 8.3 | 17.2 | VOO:16.4%;AAPL:23.4%;GLD:23.4%;AMZN:23.4%;MUB:13.4% | US:71.6;EU:8.4;APAC:8.5;EM:6.8;Other:4.7 | Value:-0.3;Growth:-0.3;Quality:+0.5;Size:+0.9;Momentum:+0.7;LowVol:+0.8 | ESGOnly;NoMargin | 7 | 35 | 3.6 | trailing 10% | 152 | 12.7 | Volatile | 29.4 | 3.8 | 2.3 | 173 | -55 | 16 | 64 | false | Rebalance | Shift +1% to bonds from equity | -12 | -21 | BrokerB | LMT | 88 | null | null | Normal monitoring | 46 | 17 | 70 | 4 | false | Tighten stops on momentum names |
P2726 | Cautious | Taxable | USD | 2025-03-20 | 891,418 | 133,946 | 757,472 | 1 | 41.3 | 39.9 | 8.3 | 10.6 | GLD:27.8%;QQQ:27.8%;VOO:16.5%;AAPL:27.8% | US:66.1;EU:13.5;APAC:11.7;EM:8.5;Other:0.2 | Value:-0.2;Growth:+0.4;Quality:-0.7;Size:-0.6;Momentum:+0.6;LowVol:+0.5 | NoMargin | 5 | 35 | 4.5 | hard 10% | 144 | 15.3 | Bear | 34.9 | 3.63 | 2.6 | 190 | -97 | 5 | 78 | true | Hedge | Buy index puts 1% notional | -15 | 8 | BrokerD | MKT | 100 | VAR>budget | TightenStops | Risk above budget threshold | 51 | -35 | 67 | 3 | false | Increase defensive factor exposure |
P2727 | Opportunistic | Roth | USD | 2025-03-03 | 1,552,849 | 61,088 | 1,491,761 | 1 | 63.4 | 11.5 | 17.3 | 7.9 | HYG:35.3%;XLF:35.3%;MUB:29.5% | US:67.3;EU:6.0;APAC:14.1;EM:10.6;Other:2.0 | Value:-0.4;Growth:-0.2;Quality:+0.2;Size:+0.7;Momentum:+0.5;LowVol:+0.8 | MaxPos8%;NoDerivatives | 7 | 25 | 4.9 | hard 12% | 247 | 20.7 | Volatile | 23.2 | 4.4 | 3 | 137 | 72 | 80 | 64 | false | Sell | Trim extended winner -1% | 17 | 13 | BrokerD | MKT | 97 | null | null | Normal monitoring | 119 | -33 | 91 | 4 | false | Increase defensive factor exposure |
P2728 | Systematic | Trust | USD | 2025-07-17 | 931,870 | 82,407 | 849,463 | 1 | 57.6 | 34.2 | 0.8 | 7.4 | GLD:33.3%;VNQ:33.3%;QQQ:33.3% | US:67.6;EU:9.0;APAC:13.7;EM:9.3;Other:0.5 | Value:+0.8;Growth:-0.1;Quality:-0.4;Size:-0.4;Momentum:+0.3;LowVol:+0.1 | MaxPos8% | 7 | 25 | 5.4 | hard 12% | 151 | 22.4 | Volatile | 22.2 | 5.22 | 2.2 | 126 | -1 | 54 | 62 | false | Rebalance | Shift +1% to bonds from equity | 25 | -25 | BrokerC | LMT | 94 | null | null | Normal monitoring | 13 | 20 | 84 | 4 | false | Within IPS guidelines |
P2729 | Cautious | Trust | USD | 2024-10-05 | 817,941 | 99,021 | 718,920 | 1 | 38.7 | 32.1 | 14.5 | 14.8 | MUB:22.7%;VTI:25.8%;AAPL:25.8%;TLT:25.8% | US:72.6;EU:12.3;APAC:5.3;EM:8.2;Other:1.6 | Value:-0.7;Growth:+0.6;Quality:+0.3;Size:-0.1;Momentum:+0.8;LowVol:-0.2 | ESGOnly;MaxPos8%;NoMargin | 10 | 25 | 4.4 | hard 10% | 92 | 15.3 | Bear | 25.1 | 4.16 | 1.7 | 174 | -8 | 56 | 62 | false | Hedge | Add TLT +1% as duration hedge | 4 | -30 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 68 | 20 | 131 | 5 | false | Monitor dispersion and breadth |
P2730 | Opportunistic | IRA | USD | 2025-07-12 | 637,814 | 48,424 | 589,390 | 1 | 75.4 | 10.7 | 8.7 | 5.1 | AMZN:6.6%;BRK.B:17.6%;IEF:20.9%;XLF:14.8%;QQQ:20.9%;TLT:19.1% | US:70.7;EU:18.7;APAC:6.4;EM:4.0;Other:0.2 | Value:+0.4;Growth:+0.2;Quality:+0.6;Size:+0.5;Momentum:+0.1;LowVol:-0.1 | MaxPos7% | 5 | 25 | 4.3 | trailing 7% | 223 | 32.8 | Volatile | 24.5 | 3.96 | 3.2 | 133 | 19 | 49 | 67 | false | NoAction | Within bands; monitor | 17 | -11 | BrokerD | MKT | 0 | null | null | Normal monitoring | -54 | -56 | -70 | 3 | false | Tighten stops on momentum names |
P2731 | Opportunistic | Trust | USD | 2025-12-23 | 622,387 | 22,334 | 600,053 | 1 | 68.7 | 13.8 | 11.5 | 5.9 | TLT:23.1%;TSLA:14.9%;VNQ:15.7%;MSFT:14.0%;VOO:23.1%;IEF:9.2% | US:71.4;EU:12.1;APAC:9.8;EM:5.3;Other:1.3 | Value:-0.1;Growth:+0.8;Quality:-0.2;Size:-0.8;Momentum:+0.4;LowVol:-0.8 | MaxPos5% | 5 | 35 | 6.3 | hard 12% | 200 | 22.6 | Sideways | 21 | 4.33 | 2.1 | 95 | 25 | 56 | 58 | false | Sell | Trim extended winner -1% | 24 | -31 | BrokerC | MKT | 90 | null | null | Normal monitoring | -21 | -18 | 62 | 3 | false | Monitor dispersion and breadth |
P2732 | Systematic | Roth | USD | 2025-03-19 | 1,256,509 | 83,545 | 1,172,964 | 1 | 65.2 | 25.6 | 3.5 | 5.8 | GLD:9.1%;XLF:16.9%;AMZN:17.5%;TLT:19.8%;VTI:18.5%;VOO:18.1% | US:61.4;EU:12.1;APAC:14.3;EM:7.2;Other:5.0 | Value:+0.3;Growth:+1.0;Quality:-0.5;Size:-0.6;Momentum:-0.0;LowVol:-0.5 | null | 6 | 25 | 4.2 | hard 12% | 182 | 16.5 | Bull | 13.6 | 4.49 | 2.4 | 91 | 61 | 87 | 55 | false | Hedge | Add TLT +1% as duration hedge | 0 | -16 | BrokerA | MKT | 98 | null | null | Normal monitoring | 14 | -34 | 47 | 5 | false | Tax-aware sells next window |
P2733 | Hands-off | IRA | USD | 2025-03-09 | 327,022 | 32,517 | 294,505 | 1 | 64.7 | 19 | 9.1 | 7.1 | BND:33.7%;VTI:33.7%;BRK.B:32.6% | US:66.5;EU:17.9;APAC:6.2;EM:8.4;Other:1.0 | Value:+0.5;Growth:+0.8;Quality:+0.7;Size:-0.4;Momentum:-0.3;LowVol:-0.8 | ESGOnly;MaxPos5%;NoDerivatives | 5 | 25 | 4.2 | trailing 10% | 149 | 17.4 | Sideways | 14.8 | 3.86 | 3.5 | 123 | 13 | 47 | 53 | false | Rebalance | Shift +1% to bonds from equity | -6 | -36 | BrokerB | MKT | 85 | null | null | Normal monitoring | 46 | -36 | 22 | 5 | false | Tax-aware sells next window |
P2734 | Opportunistic | IRA | USD | 2025-12-14 | 948,623 | 35,525 | 913,098 | 1.14 | 72.1 | 18.1 | 1.9 | 7.9 | VNQ:26.0%;MSFT:26.0%;TLT:22.8%;MUB:25.3% | US:81.0;EU:6.3;APAC:8.0;EM:3.8;Other:0.9 | Value:+0.8;Growth:+0.6;Quality:+0.7;Size:+0.1;Momentum:-0.6;LowVol:-0.7 | null | 6 | 35 | 4.3 | trailing 7% | 263 | 33.3 | Sideways | 19.8 | 3.68 | 2 | 124 | 54 | 76 | 55 | false | Buy | Add to core equity +1% | -12 | -28 | BrokerB | MKT | 91 | null | null | Normal monitoring | -44 | -43 | 36 | 3 | false | Increase defensive factor exposure |
P2735 | Active | 401k | USD | 2025-07-04 | 2,072,826 | 129,172 | 1,943,654 | 1.19 | 59.7 | 27.2 | 3.3 | 9.7 | AMZN:17.3%;HYG:18.8%;AAPL:11.3%;QQQ:10.2%;TSLA:21.4%;VNQ:21.1% | US:72.6;EU:6.2;APAC:16.3;EM:4.0;Other:0.8 | Value:-0.2;Growth:-0.4;Quality:-0.9;Size:-0.1;Momentum:+0.4;LowVol:+1.0 | MaxPos5%;NoDerivatives | 5 | 35 | 5.7 | trailing 9% | 165 | 21 | Volatile | 30 | 3.9 | 3.8 | 126 | -30 | 26 | 69 | false | Buy | Add to core equity +1% | -8 | -13 | BrokerB | MKT | 90 | null | null | Normal monitoring | 95 | -16 | 64 | 5 | false | Tax-aware sells next window |
P2736 | Systematic | Taxable | USD | 2025-03-08 | 1,331,010 | 58,375 | 1,272,635 | 1 | 62.1 | 31.5 | 0 | 6.4 | IEF:33.3%;TSLA:33.3%;AMZN:33.3% | US:56.9;EU:18.5;APAC:7.0;EM:13.3;Other:4.3 | Value:0.0;Growth:-0.9;Quality:+0.9;Size:+0.3;Momentum:-0.0;LowVol:-0.6 | null | 7 | 30 | 5 | trailing 9% | 217 | 20.4 | Sideways | 21.3 | 4.22 | 2.5 | 96 | 4 | 57 | 63 | false | Rebalance | Shift +1% to bonds from equity | -13 | -27 | BrokerA | VWAP | 88 | null | null | Normal monitoring | 90 | -45 | 190 | 5 | false | Tax-aware sells next window |
P2737 | Cautious | Trust | USD | 2025-05-23 | 816,984 | 97,444 | 719,540 | 1 | 49.3 | 34.2 | 0.6 | 15.8 | XLF:9.5%;BRK.B:24.3%;MUB:18.4%;VTI:24.3%;QQQ:23.5% | US:74.9;EU:8.7;APAC:10.4;EM:4.8;Other:1.2 | Value:+0.1;Growth:-1.0;Quality:+0.2;Size:+0.2;Momentum:-0.8;LowVol:-0.9 | ESGOnly;NoMargin | 6 | 30 | 4.6 | trailing 8% | 104 | 18.8 | Volatile | 22.6 | 4.79 | 3 | 122 | -32 | 38 | 49 | false | Sell | Trim extended winner -1% | -12 | -25 | BrokerD | LMT | 92 | null | null | Normal monitoring | 53 | -27 | 35 | 5 | false | Tax-aware sells next window |
P2738 | Hands-off | Trust | USD | 2024-11-23 | 196,110 | 13,487 | 182,623 | 1 | 61.6 | 24.6 | 4.2 | 9.7 | VOO:25.0%;MSFT:25.0%;XLF:25.0%;VNQ:25.0% | US:72.0;EU:9.1;APAC:8.5;EM:6.1;Other:4.3 | Value:+0.4;Growth:-0.5;Quality:-0.7;Size:+0.2;Momentum:+0.8;LowVol:+1.0 | MaxPos5%;NoDerivatives | 7 | 25 | 5 | trailing 8% | 166 | 19.5 | Bull | 14.9 | 3.76 | 2.8 | 70 | 63 | 78 | 37 | false | Rebalance | Shift +1% to bonds from equity | 1 | 9 | BrokerB | VWAP | 98 | null | null | Normal monitoring | -8 | 5 | -18 | 5 | false | Within IPS guidelines |
P2739 | Hands-off | Roth | USD | 2024-11-03 | 603,370 | 41,916 | 561,454 | 1 | 57.9 | 25.9 | 7.9 | 8.3 | VTI:10.2%;BND:13.0%;VNQ:22.6%;XLF:22.6%;AMZN:22.6%;MSFT:8.9% | US:69.3;EU:10.9;APAC:12.8;EM:3.1;Other:3.8 | Value:+0.9;Growth:-0.6;Quality:-0.6;Size:-0.0;Momentum:-0.6;LowVol:-0.5 | ESGOnly;MaxPos5% | 7 | 25 | 5.9 | trailing 8% | 162 | 17.7 | Sideways | 18.2 | 4.33 | 2.8 | 94 | -1 | 50 | 48 | false | Buy | Add to core equity +1% | -1 | 3 | BrokerA | LMT | 92 | null | null | Normal monitoring | 34 | 1 | 137 | 4 | false | Monitor dispersion and breadth |
P2740 | Systematic | Taxable | USD | 2024-08-06 | 465,678 | 23,495 | 442,183 | 1 | 62.6 | 28 | 0 | 9.4 | QQQ:18.8%;TLT:10.8%;VTI:16.5%;MSFT:21.5%;IEF:15.5%;BRK.B:16.9% | US:73.9;EU:8.2;APAC:6.5;EM:9.1;Other:2.3 | Value:+0.2;Growth:-0.7;Quality:+0.4;Size:+0.9;Momentum:-1.0;LowVol:-0.3 | null | 10 | 30 | 5.5 | hard 12% | 132 | 22.4 | Bull | 15.8 | 4.28 | 3 | 73 | 74 | 79 | 42 | false | Buy | Add to core equity +1% | -1 | -2 | BrokerB | LMT | 89 | null | null | Normal monitoring | 51 | -3 | 126 | 4 | false | Within IPS guidelines |
P2741 | Hands-off | Taxable | USD | 2025-09-16 | 446,818 | 31,806 | 415,012 | 1 | 69.2 | 18.9 | 4.2 | 7.6 | TLT:25.0%;AAPL:25.0%;MUB:25.0%;BRK.B:25.0% | US:74.8;EU:6.4;APAC:11.6;EM:6.6;Other:0.6 | Value:-0.0;Growth:+0.5;Quality:-0.1;Size:-0.5;Momentum:-0.1;LowVol:+0.7 | ESGOnly;MaxPos6% | 6 | 30 | 3.3 | trailing 8% | 99 | 13.6 | Bull | 12 | 4.7 | 2.4 | 72 | 69 | 98 | 45 | false | Buy | Add to core equity +1% | 33 | -27 | BrokerA | MKT | 95 | null | null | Normal monitoring | 2 | -4 | 113 | 3 | false | Increase defensive factor exposure |
P2742 | Active | IRA | USD | 2025-05-19 | 2,074,516 | 170,259 | 1,904,257 | 1.21 | 60.1 | 19.5 | 11.1 | 9.3 | BRK.B:33.5%;VOO:33.0%;TLT:33.5% | US:63.0;EU:11.3;APAC:15.4;EM:5.5;Other:5.0 | Value:-0.9;Growth:-0.2;Quality:-0.9;Size:-0.9;Momentum:-0.8;LowVol:-0.7 | null | 10 | 25 | 5.8 | trailing 9% | 131 | 19.6 | Sideways | 17.4 | 4.99 | 2.8 | 106 | 45 | 86 | 53 | false | Sell | Trim extended winner -1% | 25 | 9 | BrokerB | VWAP | 90 | null | null | Normal monitoring | 73 | -17 | 54 | 3 | false | Tax-aware sells next window |
P2743 | Cautious | 401k | USD | 2024-12-23 | 200,712 | 16,629 | 184,083 | 1 | 37.6 | 42.3 | 8.2 | 12 | VNQ:28.4%;IEF:14.7%;GLD:28.4%;QQQ:28.4% | US:70.3;EU:7.4;APAC:8.5;EM:11.8;Other:2.0 | Value:+0.5;Growth:+0.3;Quality:-0.5;Size:+0.1;Momentum:+0.6;LowVol:-0.1 | ESGOnly;NoMargin | 6 | 35 | 5.1 | trailing 8% | 135 | 18.3 | Volatile | 22.4 | 3.79 | 2.7 | 110 | -14 | 35 | 51 | false | Rebalance | Shift +1% to bonds from equity | -3 | 4 | BrokerC | VWAP | 95 | null | null | Normal monitoring | 45 | -27 | 74 | 3 | false | Tax-aware sells next window |
P2744 | Cautious | Taxable | USD | 2025-10-05 | 182,384 | 16,500 | 165,884 | 1 | 45.6 | 31 | 11.5 | 11.9 | QQQ:22.6%;TSLA:22.6%;MSFT:22.6%;XLF:14.6%;VOO:17.6% | US:65.0;EU:16.6;APAC:6.3;EM:7.7;Other:4.4 | Value:+0.3;Growth:+0.6;Quality:0.0;Size:+0.6;Momentum:+0.8;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 5.1 | trailing 8% | 118 | 16.1 | Volatile | 26.5 | 5.24 | 3.9 | 116 | 30 | 69 | 53 | false | Rebalance | Shift +1% to bonds from equity | 14 | -17 | BrokerA | MKT | 89 | null | null | Normal monitoring | -32 | -34 | 49 | 3 | false | Monitor dispersion and breadth |
P2745 | Active | Roth | USD | 2025-05-05 | 506,816 | 38,619 | 468,197 | 1 | 52.8 | 23.2 | 15.5 | 8.6 | MUB:33.3%;BND:33.3%;MSFT:33.3% | US:63.7;EU:14.4;APAC:10.3;EM:9.5;Other:2.1 | Value:-0.4;Growth:+0.1;Quality:-0.1;Size:+0.5;Momentum:-0.1;LowVol:-0.1 | NoDerivatives | 6 | 30 | 4.2 | trailing 9% | 202 | 22.6 | Sideways | 19.1 | 3.8 | 2.5 | 138 | 10 | 50 | 59 | false | Hedge | Add TLT +1% as duration hedge | 5 | -18 | BrokerD | LMT | 85 | null | null | Normal monitoring | -1 | -9 | 35 | 5 | false | Increase defensive factor exposure |
P2746 | Cautious | Taxable | USD | 2025-08-24 | 494,902 | 76,866 | 418,036 | 1 | 45.4 | 39.5 | 3.5 | 11.6 | AAPL:28.5%;MSFT:28.5%;VOO:28.5%;AMZN:14.5% | US:66.5;EU:12.4;APAC:15.0;EM:4.4;Other:1.6 | Value:-0.3;Growth:+0.1;Quality:-0.4;Size:-0.7;Momentum:+0.1;LowVol:-0.5 | ESGOnly;NoMargin | 8 | 35 | 5.3 | trailing 8% | 147 | 18.7 | Bull | 14.9 | 3.54 | 3.3 | 114 | 88 | 100 | 40 | false | Rebalance | Shift +1% to bonds from equity | 26 | -32 | BrokerA | MKT | 89 | null | null | Normal monitoring | -48 | -46 | 67 | 5 | false | Tax-aware sells next window |
P2747 | Cautious | Trust | USD | 2025-12-21 | 470,640 | 38,430 | 432,210 | 1 | 41.8 | 39.5 | 5.7 | 13 | BRK.B:14.7%;HYG:15.6%;MUB:11.1%;TLT:23.1%;BND:23.1%;MSFT:12.5% | US:66.9;EU:9.0;APAC:15.1;EM:8.0;Other:1.0 | Value:-0.3;Growth:-0.0;Quality:+0.1;Size:-0.6;Momentum:+0.4;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 3.6 | hard 10% | 94 | 18.4 | Bull | 12.5 | 4.97 | 2.8 | 88 | 35 | 65 | 40 | false | Buy | Add to core equity +1% | 31 | -5 | BrokerD | MKT | 91 | null | null | Normal monitoring | -19 | -15 | -28 | 3 | false | Increase defensive factor exposure |
P2748 | Systematic | IRA | USD | 2025-09-02 | 468,620 | 27,677 | 440,943 | 1 | 65.2 | 22.8 | 4.1 | 7.9 | TSLA:33.3%;GLD:33.3%;BRK.B:33.3% | US:52.5;EU:18.0;APAC:14.1;EM:12.4;Other:3.0 | Value:-0.8;Growth:-0.0;Quality:+0.5;Size:+0.9;Momentum:+0.3;LowVol:+0.1 | MaxPos7% | 8 | 25 | 5.8 | trailing 8% | 203 | 16.6 | Bull | 17.3 | 4.3 | 3 | 72 | 99 | 100 | 50 | false | Sell | Trim extended winner -1% | 20 | -21 | BrokerA | LMT | 91 | null | null | Normal monitoring | -37 | -51 | -11 | 3 | false | Increase defensive factor exposure |
P2749 | Systematic | Roth | USD | 2024-12-09 | 1,030,993 | 98,475 | 932,518 | 1 | 55.2 | 23.8 | 13.1 | 7.9 | GLD:33.3%;AMZN:33.3%;HYG:33.3% | US:61.4;EU:9.7;APAC:16.7;EM:10.1;Other:2.0 | Value:-1.0;Growth:-0.7;Quality:-0.5;Size:+1.0;Momentum:-0.5;LowVol:-0.4 | MaxPos7% | 7 | 35 | 5.6 | trailing 9% | 214 | 24.1 | Volatile | 30.8 | 3.73 | 3.2 | 153 | -29 | 24 | 83 | true | Hedge | Buy index puts 1% notional | -13 | 1 | BrokerB | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -24 | -22 | 110 | 5 | false | Within IPS guidelines |
P2750 | Hands-off | Taxable | USD | 2024-10-31 | 442,016 | 40,755 | 401,261 | 1 | 67.2 | 23.8 | 0 | 9.1 | TSLA:24.7%;XLF:15.6%;BND:17.6%;MUB:24.5%;VTI:17.6% | US:66.8;EU:10.9;APAC:9.9;EM:7.9;Other:4.5 | Value:-0.2;Growth:+0.5;Quality:-0.3;Size:+0.5;Momentum:+0.1;LowVol:+0.8 | ESGOnly;MaxPos6% | 5 | 35 | 5 | trailing 8% | 116 | 15.6 | Bear | 22.4 | 3.99 | 1.2 | 184 | -106 | 5 | 73 | true | Hedge | Buy index puts 1% notional | 32 | -2 | BrokerA | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 78 | -14 | 71 | 2 | false | Tax-aware sells next window |
P2751 | Cautious | Roth | USD | 2025-05-28 | 398,364 | 44,782 | 353,582 | 1 | 53.7 | 32.2 | 0.1 | 14 | AAPL:24.0%;GLD:24.0%;XLF:24.0%;BND:13.8%;QQQ:14.2% | US:67.0;EU:8.1;APAC:12.4;EM:8.5;Other:4.0 | Value:+0.9;Growth:+0.7;Quality:+0.9;Size:-0.6;Momentum:+0.8;LowVol:+0.7 | NoMargin | 8 | 25 | 5.4 | trailing 8% | 101 | 18.5 | Bull | 11.4 | 4.76 | 2.1 | 98 | 20 | 64 | 27 | false | Buy | Add to core equity +1% | -3 | -40 | BrokerC | LMT | 86 | null | null | Normal monitoring | -37 | 5 | 23 | 4 | false | Tighten stops on momentum names |
P2752 | Active | Trust | USD | 2024-10-24 | 2,274,542 | 151,750 | 2,122,792 | 1 | 59.1 | 22.5 | 9.2 | 9.1 | MSFT:18.2%;VNQ:27.3%;IEF:27.3%;MUB:27.3% | US:74.1;EU:9.0;APAC:6.8;EM:6.0;Other:4.1 | Value:-0.6;Growth:+0.5;Quality:+0.2;Size:-0.1;Momentum:+0.9;LowVol:-0.3 | MaxPos7% | 8 | 30 | 5.5 | hard 12% | 183 | 18.5 | Bull | 12.7 | 4.08 | 2.2 | 76 | 17 | 68 | 49 | false | Rebalance | Shift +1% to bonds from equity | 31 | -12 | BrokerD | LMT | 92 | null | null | Normal monitoring | -26 | 19 | -20 | 3 | false | Tighten stops on momentum names |
P2753 | Hands-off | 401k | USD | 2024-08-04 | 632,498 | 30,358 | 602,140 | 1 | 67.4 | 15.3 | 12.2 | 5.1 | TLT:34.4%;QQQ:31.2%;TSLA:34.4% | US:58.5;EU:19.5;APAC:14.0;EM:5.0;Other:3.1 | Value:+0.5;Growth:+0.9;Quality:0.0;Size:-0.1;Momentum:-0.1;LowVol:-0.8 | ESGOnly;MaxPos7% | 6 | 35 | 3.3 | trailing 8% | 114 | 13.2 | Bull | 13.9 | 3.54 | 2.1 | 113 | 44 | 78 | 57 | false | NoAction | Within bands; monitor | 3 | -21 | BrokerD | MKT | 0 | null | null | Normal monitoring | -4 | -26 | 90 | 3 | false | Monitor dispersion and breadth |
P2754 | Active | Taxable | USD | 2025-10-08 | 1,501,172 | 120,198 | 1,380,974 | 1 | 50.3 | 28.1 | 12.5 | 9.1 | VOO:9.9%;HYG:22.1%;IEF:18.8%;VNQ:9.8%;TSLA:17.3%;XLF:22.1% | US:60.0;EU:19.6;APAC:14.6;EM:4.1;Other:1.7 | Value:+0.8;Growth:-0.5;Quality:+0.2;Size:+0.5;Momentum:-0.2;LowVol:+0.2 | NoDerivatives | 5 | 35 | 5 | trailing 9% | 225 | 26.8 | Sideways | 20.8 | 4.17 | 3.3 | 125 | 38 | 76 | 45 | false | Sell | Trim extended winner -1% | 16 | -30 | BrokerD | LMT | 91 | null | null | Normal monitoring | 39 | -45 | 90 | 5 | false | Monitor dispersion and breadth |
P2755 | Systematic | Roth | USD | 2024-12-12 | 1,158,354 | 99,465 | 1,058,889 | 1 | 59.5 | 23.6 | 10.1 | 6.8 | BRK.B:20.0%;TSLA:17.7%;MUB:15.6%;GLD:19.8%;VTI:7.4%;VOO:19.6% | US:65.1;EU:17.0;APAC:10.3;EM:3.9;Other:3.7 | Value:+0.4;Growth:+0.5;Quality:+0.9;Size:+0.1;Momentum:+0.5;LowVol:-0.1 | MaxPos5% | 10 | 30 | 4.7 | trailing 8% | 197 | 23.4 | Bull | 17 | 4.19 | 2.6 | 71 | 105 | 95 | 57 | false | Rebalance | Shift +1% to bonds from equity | 24 | 12 | BrokerB | MKT | 94 | null | null | Normal monitoring | -53 | -25 | 16 | 3 | false | Monitor dispersion and breadth |
P2756 | Cautious | Taxable | USD | 2025-07-11 | 282,957 | 32,102 | 250,855 | 1 | 44.4 | 43.2 | 2 | 10.4 | TLT:33.3%;VOO:33.3%;VTI:33.3% | US:79.7;EU:7.5;APAC:6.5;EM:4.2;Other:2.1 | Value:+0.6;Growth:+0.6;Quality:-0.7;Size:+0.7;Momentum:+0.1;LowVol:-0.9 | NoMargin | 10 | 30 | 4.5 | trailing 8% | 109 | 19.3 | Bull | 14.3 | 4.16 | 3 | 111 | 21 | 48 | 40 | false | Sell | Trim extended winner -1% | -3 | -11 | BrokerC | MKT | 88 | null | null | Normal monitoring | -33 | -47 | -15 | 3 | false | Within IPS guidelines |
P2757 | Opportunistic | Trust | USD | 2025-06-04 | 1,387,054 | 116,383 | 1,270,671 | 1.21 | 60.7 | 13.7 | 20.1 | 5.6 | MUB:22.9%;QQQ:10.8%;AAPL:8.4%;VNQ:22.9%;VTI:22.9%;VOO:11.9% | US:63.3;EU:9.4;APAC:13.1;EM:10.3;Other:4.0 | Value:-0.9;Growth:+1.0;Quality:+0.9;Size:-0.9;Momentum:-0.8;LowVol:-0.0 | null | 5 | 35 | 4.3 | hard 12% | 217 | 32.8 | Bull | 11.7 | 3.56 | 2.3 | 118 | 65 | 85 | 44 | false | Hedge | Add TLT +1% as duration hedge | 33 | -40 | BrokerC | MKT | 86 | null | null | Normal monitoring | -34 | 5 | -22 | 5 | false | Monitor dispersion and breadth |
P2758 | Opportunistic | 401k | USD | 2025-02-27 | 1,373,691 | 68,677 | 1,305,014 | 1.22 | 64.2 | 20.1 | 7.1 | 8.6 | HYG:25.7%;BRK.B:22.9%;TLT:25.6%;VNQ:25.7% | US:60.3;EU:16.1;APAC:15.3;EM:5.5;Other:2.8 | Value:-0.2;Growth:-0.6;Quality:-0.6;Size:-0.2;Momentum:+0.6;LowVol:-0.1 | MaxPos7% | 10 | 35 | 5.9 | hard 12% | 226 | 29.9 | Sideways | 19.4 | 3.6 | 2.4 | 121 | -23 | 35 | 54 | false | Sell | Trim extended winner -1% | -12 | -1 | BrokerA | MKT | 85 | null | null | Normal monitoring | -52 | 1 | -57 | 5 | false | Tighten stops on momentum names |
P2759 | Opportunistic | Trust | USD | 2025-03-21 | 1,576,139 | 133,504 | 1,442,635 | 1 | 70.8 | 19.3 | 2.1 | 7.8 | VOO:33.3%;AAPL:33.3%;MSFT:33.3% | US:58.2;EU:18.6;APAC:12.0;EM:7.9;Other:3.3 | Value:-0.9;Growth:-0.9;Quality:-0.7;Size:-0.3;Momentum:-0.0;LowVol:-0.7 | null | 5 | 35 | 5.2 | trailing 7% | 234 | 32 | Volatile | 24.1 | 4.16 | 4 | 126 | -21 | 39 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -4 | BrokerA | LMT | 92 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 107 | -43 | 83 | 2 | true | Tighten stops on momentum names |
P2760 | Active | 401k | USD | 2024-09-22 | 956,570 | 78,380 | 878,190 | 1 | 61.2 | 18.8 | 10.1 | 9.8 | AAPL:15.3%;HYG:20.4%;TSLA:15.5%;GLD:17.5%;VOO:14.8%;BRK.B:16.6% | US:66.1;EU:15.5;APAC:8.4;EM:5.8;Other:4.2 | Value:-0.2;Growth:+0.9;Quality:+0.9;Size:+0.5;Momentum:-0.3;LowVol:+0.4 | null | 7 | 35 | 4.9 | trailing 9% | 129 | 24.7 | Sideways | 15 | 4.97 | 3.5 | 131 | -19 | 42 | 47 | false | Buy | Add to core equity +1% | 26 | -6 | BrokerD | LMT | 94 | null | null | Normal monitoring | 46 | -16 | 129 | 3 | false | Tax-aware sells next window |
P2761 | Opportunistic | Trust | USD | 2024-09-19 | 1,555,978 | 78,021 | 1,477,957 | 1 | 67.6 | 11.2 | 16 | 5.2 | BND:21.4%;VNQ:14.7%;VTI:21.4%;XLF:18.5%;TSLA:9.7%;QQQ:14.3% | US:74.4;EU:9.7;APAC:5.9;EM:7.2;Other:2.8 | Value:+0.9;Growth:-0.3;Quality:+0.3;Size:-0.1;Momentum:+0.5;LowVol:-0.4 | null | 6 | 30 | 4.8 | trailing 7% | 247 | 26.6 | Bull | 15.6 | 4.54 | 3.2 | 107 | 120 | 100 | 56 | false | Sell | Trim extended winner -1% | 2 | -20 | BrokerD | MKT | 100 | null | null | Normal monitoring | -22 | -19 | 79 | 4 | false | Tax-aware sells next window |
P2762 | Cautious | Roth | USD | 2025-03-07 | 188,114 | 18,194 | 169,920 | 1 | 44.4 | 32.7 | 8.3 | 14.6 | IEF:25.0%;VNQ:25.0%;VTI:25.0%;MSFT:25.0% | US:71.2;EU:10.8;APAC:7.1;EM:7.0;Other:3.8 | Value:-0.0;Growth:-0.6;Quality:+0.8;Size:-0.6;Momentum:+0.7;LowVol:-0.5 | ESGOnly;NoDerivatives;NoMargin | 5 | 25 | 4.7 | hard 10% | 138 | 19.5 | Bull | 12 | 4.04 | 2.5 | 77 | 6 | 52 | 40 | false | Buy | Add to core equity +1% | 32 | -34 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 28 | 19 | 153 | 3 | false | Monitor dispersion and breadth |
P2763 | Hands-off | IRA | USD | 2024-09-24 | 548,365 | 47,028 | 501,337 | 1 | 55.5 | 16.9 | 22.3 | 5.3 | XLF:22.1%;AMZN:11.7%;QQQ:7.3%;IEF:22.1%;VTI:21.2%;TLT:15.6% | US:66.5;EU:12.1;APAC:11.2;EM:5.4;Other:4.9 | Value:+0.8;Growth:-0.3;Quality:+0.6;Size:+0.3;Momentum:-0.4;LowVol:-0.3 | MaxPos7% | 7 | 35 | 4.2 | trailing 10% | 106 | 12.5 | Volatile | 20.2 | 5.4 | 4.4 | 175 | -25 | 41 | 47 | false | Hedge | Add TLT +1% as duration hedge | -6 | 4 | BrokerD | VWAP | 91 | null | null | Normal monitoring | 43 | 0 | 182 | 3 | false | Increase defensive factor exposure |
P2764 | Cautious | Taxable | USD | 2024-12-30 | 853,030 | 72,499 | 780,531 | 1 | 44.3 | 35.7 | 8.3 | 11.7 | GLD:23.0%;TSLA:19.4%;VOO:23.3%;TLT:23.3%;VNQ:11.1% | US:69.5;EU:11.2;APAC:8.2;EM:7.3;Other:3.8 | Value:+0.6;Growth:-0.7;Quality:+0.8;Size:+0.3;Momentum:0.0;LowVol:+0.4 | ESGOnly;NoMargin | 6 | 25 | 4.9 | hard 10% | 133 | 12.1 | Bear | 33.3 | 4.43 | 1.7 | 185 | 18 | 49 | 63 | false | Rebalance | Shift +1% to bonds from equity | 23 | -5 | BrokerD | MKT | 98 | null | null | Normal monitoring | 38 | -37 | 148 | 5 | false | Monitor dispersion and breadth |
P2765 | Systematic | IRA | USD | 2025-04-01 | 1,589,955 | 94,102 | 1,495,853 | 1 | 57.5 | 26.8 | 10.5 | 5.1 | TLT:28.0%;VNQ:28.0%;MUB:28.0%;IEF:16.1% | US:56.6;EU:16.5;APAC:14.8;EM:9.9;Other:2.3 | Value:+0.7;Growth:+0.3;Quality:+0.8;Size:-0.4;Momentum:+1.0;LowVol:+0.6 | null | 7 | 30 | 5.5 | trailing 8% | 217 | 17.7 | Bear | 31.4 | 4.41 | 1.7 | 206 | -62 | 32 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 1 | -10 | BrokerC | LMT | 96 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 91 | -23 | 170 | 4 | false | Tax-aware sells next window |
P2766 | Active | Taxable | USD | 2025-12-02 | 1,138,073 | 90,693 | 1,047,380 | 1 | 51.4 | 28.8 | 10 | 9.9 | TLT:21.1%;VTI:21.1%;QQQ:15.8%;XLF:14.5%;MSFT:11.6%;HYG:15.7% | US:66.2;EU:5.7;APAC:13.3;EM:12.2;Other:2.5 | Value:+0.3;Growth:-0.8;Quality:-0.9;Size:-0.7;Momentum:-0.8;LowVol:+0.9 | null | 7 | 35 | 4.8 | hard 12% | 213 | 18.7 | Volatile | 25.9 | 4.29 | 4.5 | 173 | -54 | 37 | 53 | false | Rebalance | Shift +1% to bonds from equity | 13 | -3 | BrokerA | MKT | 97 | null | null | Normal monitoring | -41 | -44 | 46 | 4 | false | Tighten stops on momentum names |
P2767 | Hands-off | IRA | USD | 2025-08-14 | 477,736 | 42,922 | 434,814 | 1 | 55 | 26.6 | 11.9 | 6.5 | BND:11.7%;VTI:10.3%;AMZN:21.2%;TLT:21.2%;IEF:18.7%;TSLA:16.8% | US:70.3;EU:8.7;APAC:12.1;EM:8.9;Other:0.0 | Value:+0.1;Growth:-0.9;Quality:+0.7;Size:-0.9;Momentum:-0.6;LowVol:-0.1 | MaxPos5% | 10 | 35 | 3.3 | hard 10% | 169 | 15.6 | Volatile | 29.3 | 3.55 | 2.7 | 144 | -44 | 29 | 71 | true | Rebalance | Rebalance back to target bands | 1 | -20 | BrokerC | VWAP | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 74 | -10 | 192 | 3 | false | Tighten stops on momentum names |
P2768 | Hands-off | IRA | USD | 2025-09-04 | 737,044 | 52,052 | 684,992 | 1 | 66.1 | 26.1 | 0 | 7.8 | AMZN:33.3%;VOO:33.3%;MSFT:33.3% | US:65.2;EU:12.2;APAC:10.9;EM:8.3;Other:3.3 | Value:+0.8;Growth:+0.2;Quality:+0.9;Size:-0.6;Momentum:-0.5;LowVol:+1.0 | ESGOnly;MaxPos7% | 5 | 35 | 4.4 | hard 10% | 140 | 17.2 | Volatile | 21.1 | 4.56 | 2.7 | 125 | 43 | 68 | 68 | false | Rebalance | Shift +1% to bonds from equity | 14 | 3 | BrokerD | MKT | 86 | null | null | Normal monitoring | 5 | -7 | 6 | 3 | false | Increase defensive factor exposure |
P2769 | Cautious | Taxable | USD | 2024-11-09 | 718,425 | 109,161 | 609,264 | 1 | 39.2 | 33.1 | 15.8 | 12 | MUB:33.3%;HYG:33.3%;VNQ:33.3% | US:69.1;EU:9.9;APAC:11.7;EM:5.4;Other:3.9 | Value:-0.1;Growth:+0.3;Quality:-0.6;Size:0.0;Momentum:-0.4;LowVol:+0.4 | NoMargin | 5 | 30 | 4.1 | trailing 8% | 151 | 13.1 | Bull | 14.3 | 4.48 | 3.2 | 97 | 14 | 64 | 30 | false | Buy | Add to core equity +1% | 30 | -5 | BrokerC | MKT | 88 | null | null | Normal monitoring | 112 | -33 | 191 | 3 | false | Tighten stops on momentum names |
P2770 | Hands-off | Roth | USD | 2025-06-10 | 831,205 | 33,262 | 797,943 | 1 | 62.7 | 18.2 | 12 | 7.1 | IEF:22.3%;TLT:20.5%;MSFT:13.5%;XLF:21.4%;VTI:22.3% | US:63.2;EU:14.6;APAC:10.9;EM:9.2;Other:2.2 | Value:+0.2;Growth:+0.5;Quality:+0.2;Size:-0.4;Momentum:-0.8;LowVol:-0.5 | MaxPos7% | 5 | 30 | 3.8 | trailing 10% | 160 | 19.6 | Sideways | 16.1 | 3.95 | 2.2 | 109 | 34 | 66 | 55 | false | Rebalance | Shift +1% to bonds from equity | 12 | 8 | BrokerB | VWAP | 90 | null | null | Normal monitoring | 51 | -48 | 187 | 5 | false | Increase defensive factor exposure |
P2771 | Active | 401k | USD | 2025-03-26 | 1,041,697 | 97,783 | 943,914 | 1.11 | 50.3 | 22.8 | 17.7 | 9.2 | TSLA:33.3%;HYG:33.3%;GLD:33.3% | US:64.2;EU:17.2;APAC:5.6;EM:11.1;Other:1.9 | Value:-0.2;Growth:+0.7;Quality:+0.5;Size:+0.8;Momentum:-0.3;LowVol:+0.3 | null | 10 | 30 | 6 | hard 12% | 169 | 23.9 | Bull | 16.5 | 3.9 | 3.5 | 112 | 37 | 58 | 46 | false | Sell | Trim extended winner -1% | 22 | -38 | BrokerB | LMT | 94 | null | null | Normal monitoring | -25 | -23 | -8 | 3 | false | Increase defensive factor exposure |
P2772 | Cautious | Trust | USD | 2024-11-18 | 798,054 | 65,477 | 732,577 | 1 | 51.9 | 30.6 | 2.9 | 14.7 | HYG:33.3%;TSLA:33.3%;AMZN:33.3% | US:72.7;EU:8.8;APAC:5.6;EM:10.2;Other:2.7 | Value:-0.9;Growth:-0.4;Quality:+0.9;Size:+1.0;Momentum:-0.6;LowVol:-0.9 | NoMargin | 6 | 25 | 5.3 | hard 10% | 118 | 12.5 | Bull | 12.3 | 3.73 | 2.1 | 88 | 97 | 90 | 33 | false | Sell | Trim extended winner -1% | 9 | -37 | BrokerC | LMT | 94 | null | null | Normal monitoring | -41 | -2 | -77 | 4 | false | Tighten stops on momentum names |
P2773 | Systematic | IRA | USD | 2024-10-08 | 1,330,349 | 81,255 | 1,249,094 | 1 | 64.8 | 21.5 | 5.1 | 8.6 | XLF:33.3%;MSFT:33.3%;TSLA:33.3% | US:62.1;EU:14.4;APAC:9.9;EM:9.7;Other:3.9 | Value:-0.7;Growth:+0.8;Quality:+0.7;Size:-0.1;Momentum:+0.2;LowVol:-0.6 | MaxPos7% | 5 | 30 | 5.8 | trailing 8% | 175 | 26.3 | Bull | 11.1 | 4.17 | 3.4 | 116 | 43 | 66 | 49 | false | Sell | Trim extended winner -1% | 7 | -28 | BrokerC | LMT | 91 | null | null | Normal monitoring | 32 | -60 | 104 | 3 | false | Monitor dispersion and breadth |
P2774 | Opportunistic | Taxable | USD | 2025-08-25 | 1,485,335 | 72,017 | 1,413,318 | 1 | 66.9 | 21.9 | 6.8 | 4.3 | AAPL:25.0%;MUB:25.0%;VNQ:25.0%;BRK.B:25.0% | US:61.8;EU:19.0;APAC:9.2;EM:8.5;Other:1.5 | Value:+0.5;Growth:+0.8;Quality:-0.2;Size:+0.4;Momentum:-0.6;LowVol:+1.0 | null | 10 | 30 | 4.4 | trailing 7% | 253 | 32.2 | Sideways | 14.7 | 3.91 | 3 | 135 | 8 | 63 | 57 | false | NoAction | Within bands; monitor | 21 | 5 | BrokerC | VWAP | 89 | null | null | Normal monitoring | -20 | 11 | 114 | 4 | false | Tighten stops on momentum names |
P2775 | Cautious | Taxable | USD | 2025-08-01 | 441,662 | 49,904 | 391,758 | 1 | 48.1 | 37.4 | 0 | 14.5 | HYG:21.9%;MUB:22.1%;BRK.B:22.1%;VOO:16.5%;MSFT:17.3% | US:67.3;EU:14.4;APAC:12.0;EM:5.7;Other:0.6 | Value:+0.2;Growth:+0.6;Quality:-0.1;Size:+0.1;Momentum:+0.2;LowVol:-0.5 | ESGOnly;NoMargin | 10 | 35 | 3.3 | trailing 10% | 127 | 19.6 | Volatile | 21 | 4.72 | 4.1 | 134 | -55 | 12 | 56 | false | Sell | Trim extended winner -1% | 9 | -8 | BrokerC | LMT | 92 | null | null | Normal monitoring | 96 | 13 | 71 | 3 | false | Increase defensive factor exposure |
P2776 | Systematic | IRA | USD | 2024-10-17 | 431,157 | 32,172 | 398,985 | 1 | 60.2 | 29.9 | 1.4 | 8.4 | XLF:29.9%;TLT:19.1%;HYG:29.9%;AAPL:21.0% | US:67.2;EU:10.5;APAC:9.7;EM:7.5;Other:5.2 | Value:+0.4;Growth:-0.6;Quality:-0.9;Size:-0.8;Momentum:+0.9;LowVol:-0.4 | MaxPos7% | 5 | 25 | 5.2 | hard 12% | 213 | 16.3 | Bull | 15.7 | 3.58 | 2.1 | 70 | 57 | 70 | 41 | false | Rebalance | Shift +1% to bonds from equity | 30 | 11 | BrokerC | LMT | 91 | null | null | Normal monitoring | 42 | -53 | 174 | 4 | false | Tax-aware sells next window |
P2777 | Opportunistic | Roth | USD | 2024-10-15 | 1,790,703 | 158,202 | 1,632,501 | 1 | 61.2 | 12.1 | 18.2 | 8.5 | VNQ:33.3%;VTI:33.3%;XLF:33.3% | US:71.2;EU:10.6;APAC:10.0;EM:5.6;Other:2.7 | Value:+0.8;Growth:+0.5;Quality:+0.6;Size:-0.9;Momentum:+0.7;LowVol:+0.4 | MaxPos8% | 10 | 35 | 5.5 | trailing 9% | 216 | 22.7 | Volatile | 31.9 | 4.83 | 4.3 | 180 | 67 | 98 | 75 | true | Hedge | Buy index puts 1% notional | -6 | -37 | BrokerB | MKT | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 117 | -14 | 150 | 5 | true | Monitor dispersion and breadth |
P2778 | Cautious | 401k | USD | 2024-10-08 | 207,118 | 25,323 | 181,795 | 1 | 39.2 | 31.4 | 14.6 | 14.9 | XLF:35.5%;VOO:35.5%;TLT:29.1% | US:69.6;EU:12.3;APAC:9.8;EM:6.2;Other:2.1 | Value:+0.1;Growth:+0.1;Quality:+0.6;Size:-0.8;Momentum:-0.9;LowVol:-0.2 | ESGOnly;MaxPos7%;NoMargin | 10 | 35 | 4.8 | trailing 8% | 130 | 14 | Bear | 28.4 | 4.4 | 1.3 | 185 | -40 | 26 | 70 | false | Buy | Add to core equity +1% | 11 | -24 | BrokerB | MKT | 90 | null | null | Normal monitoring | -20 | 3 | 15 | 3 | false | Increase defensive factor exposure |
P2779 | Opportunistic | Taxable | USD | 2025-11-27 | 1,186,770 | 66,387 | 1,120,383 | 1 | 68.7 | 16.3 | 10 | 5 | XLF:25.0%;BND:25.0%;AAPL:25.0%;GLD:25.0% | US:69.2;EU:12.4;APAC:9.9;EM:5.3;Other:3.3 | Value:+0.8;Growth:-0.2;Quality:+0.8;Size:-0.8;Momentum:+0.2;LowVol:+0.4 | null | 6 | 30 | 6.3 | trailing 7% | 249 | 26.4 | Volatile | 27 | 4.95 | 3 | 157 | 75 | 78 | 80 | true | Hedge | Buy index puts 1% notional | 7 | -31 | BrokerC | LMT | 90 | VAR>budget | TightenStops | Risk above budget threshold | -22 | -59 | -32 | 5 | false | Within IPS guidelines |
P2780 | Opportunistic | IRA | USD | 2025-12-13 | 1,092,816 | 71,292 | 1,021,524 | 1 | 64.2 | 21.2 | 8 | 6.6 | TSLA:21.5%;VTI:15.2%;VNQ:8.0%;MUB:21.5%;BND:12.3%;IEF:21.5% | US:64.0;EU:15.1;APAC:10.6;EM:9.0;Other:1.3 | Value:-0.9;Growth:+0.5;Quality:-0.1;Size:-0.2;Momentum:-0.4;LowVol:-0.8 | NoDerivatives | 5 | 25 | 4.3 | trailing 7% | 211 | 27.6 | Bull | 15.1 | 4.25 | 3.4 | 74 | 93 | 100 | 54 | false | Buy | Add to core equity +1% | 21 | -8 | BrokerA | MKT | 94 | null | null | Normal monitoring | -3 | -18 | 102 | 4 | false | Increase defensive factor exposure |
P2781 | Active | Roth | USD | 2024-07-12 | 990,160 | 70,048 | 920,112 | 1 | 55.7 | 28.9 | 7 | 8.4 | VOO:33.3%;BRK.B:33.3%;QQQ:33.3% | US:71.5;EU:8.8;APAC:12.5;EM:5.8;Other:1.4 | Value:-0.5;Growth:+0.8;Quality:-0.3;Size:+0.6;Momentum:-0.9;LowVol:-0.9 | null | 8 | 30 | 4.2 | hard 12% | 159 | 19.9 | Bull | 11.4 | 4.81 | 2.8 | 118 | 80 | 82 | 28 | false | Buy | Add to core equity +1% | -8 | 15 | BrokerD | MKT | 85 | null | null | Normal monitoring | 104 | -55 | 238 | 4 | false | Tighten stops on momentum names |
P2782 | Systematic | IRA | USD | 2025-02-10 | 418,742 | 17,160 | 401,582 | 1 | 61.1 | 31.5 | 0 | 7.3 | IEF:33.9%;BRK.B:33.9%;MUB:32.2% | US:65.1;EU:15.7;APAC:11.3;EM:6.4;Other:1.5 | Value:+1.0;Growth:-0.4;Quality:-0.1;Size:+0.5;Momentum:-0.8;LowVol:+0.2 | MaxPos8% | 10 | 25 | 4.4 | trailing 8% | 140 | 24.6 | Bull | 17.5 | 3.69 | 3.4 | 85 | 30 | 70 | 42 | false | Sell | Trim extended winner -1% | 5 | -2 | BrokerC | MKT | 88 | null | null | Normal monitoring | -13 | -54 | 61 | 5 | false | Tighten stops on momentum names |
P2783 | Systematic | 401k | USD | 2025-06-15 | 1,324,992 | 90,555 | 1,234,437 | 1 | 66 | 28.8 | 0 | 5.2 | QQQ:15.7%;VNQ:23.7%;BRK.B:16.1%;VOO:20.9%;TSLA:23.7% | US:76.8;EU:9.5;APAC:5.6;EM:4.6;Other:3.5 | Value:-0.6;Growth:-0.5;Quality:-0.7;Size:-0.2;Momentum:+0.3;LowVol:-0.4 | NoDerivatives | 7 | 35 | 5.9 | trailing 8% | 223 | 17.5 | Bear | 34.4 | 4.29 | 2 | 168 | -77 | 5 | 94 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -10 | BrokerA | MKT | 93 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 0 | 6 | 3 | 4 | false | Increase defensive factor exposure |
P2784 | Hands-off | Trust | USD | 2025-07-25 | 431,388 | 25,693 | 405,695 | 1 | 67.5 | 23.7 | 0 | 8.7 | AAPL:24.3%;MUB:18.6%;VOO:13.0%;BRK.B:19.9%;QQQ:24.3% | US:73.0;EU:13.2;APAC:6.3;EM:7.1;Other:0.3 | Value:+0.7;Growth:-0.4;Quality:0.0;Size:-0.4;Momentum:+0.9;LowVol:+0.3 | ESGOnly;MaxPos7% | 8 | 30 | 3.4 | hard 10% | 127 | 17.2 | Bull | 15.2 | 4.53 | 3.1 | 84 | 110 | 100 | 55 | false | Buy | Add to core equity +1% | 4 | -33 | BrokerD | MKT | 86 | null | null | Normal monitoring | -34 | -14 | 95 | 5 | false | Increase defensive factor exposure |
P2785 | Active | Taxable | USD | 2025-06-12 | 1,680,593 | 169,493 | 1,511,100 | 1 | 63.8 | 27.5 | 0 | 8.6 | BRK.B:20.9%;MUB:18.4%;TSLA:20.9%;VOO:8.6%;HYG:17.1%;AAPL:14.2% | US:68.4;EU:10.5;APAC:9.9;EM:6.6;Other:4.5 | Value:-0.2;Growth:-0.6;Quality:+0.4;Size:-0.9;Momentum:-0.4;LowVol:+0.2 | MaxPos7% | 5 | 30 | 6 | trailing 8% | 223 | 26.1 | Volatile | 25.5 | 4.31 | 3.6 | 148 | -36 | 29 | 74 | true | Rebalance | Rebalance back to target bands | 18 | -11 | BrokerA | LMT | 99 | VAR>budget | Hedge | Risk above budget threshold | 0 | -22 | 131 | 3 | false | Monitor dispersion and breadth |
P2786 | Active | IRA | USD | 2025-11-08 | 1,877,467 | 189,255 | 1,688,212 | 1 | 67.2 | 24.5 | 0 | 8.3 | TLT:22.6%;AAPL:21.2%;XLF:12.0%;BRK.B:21.6%;AMZN:22.6% | US:66.0;EU:10.5;APAC:15.8;EM:5.7;Other:1.9 | Value:-0.6;Growth:-0.7;Quality:+0.1;Size:+0.8;Momentum:+0.5;LowVol:+0.6 | null | 5 | 25 | 5.4 | hard 12% | 191 | 23.2 | Sideways | 14.1 | 4.29 | 2.1 | 128 | 49 | 60 | 45 | false | Hedge | Add TLT +1% as duration hedge | 0 | 5 | BrokerA | MKT | 94 | null | null | Normal monitoring | -14 | -29 | 101 | 4 | false | Increase defensive factor exposure |
P2787 | Hands-off | Roth | USD | 2024-07-09 | 239,460 | 21,722 | 217,738 | 1 | 67.7 | 27.2 | 0 | 5.1 | VTI:35.5%;GLD:35.5%;TSLA:29.0% | US:64.7;EU:13.6;APAC:10.7;EM:8.8;Other:2.2 | Value:+0.6;Growth:+0.7;Quality:-0.8;Size:+0.4;Momentum:+0.2;LowVol:+1.0 | MaxPos8% | 8 | 35 | 5.2 | trailing 8% | 119 | 13.9 | Bull | 14 | 3.79 | 2.6 | 105 | 26 | 57 | 57 | false | Rebalance | Shift +1% to bonds from equity | -1 | -3 | BrokerB | MKT | 92 | null | null | Normal monitoring | 38 | 17 | 37 | 5 | false | Within IPS guidelines |
P2788 | Hands-off | 401k | USD | 2025-02-11 | 886,380 | 59,560 | 826,820 | 1 | 64.3 | 15 | 15.3 | 5.4 | VTI:25.3%;GLD:25.3%;TSLA:24.2%;TLT:25.3% | US:55.6;EU:17.5;APAC:14.5;EM:10.1;Other:2.3 | Value:-0.7;Growth:-0.8;Quality:+0.3;Size:+0.4;Momentum:+0.1;LowVol:-0.1 | null | 10 | 25 | 5.7 | hard 10% | 163 | 14.8 | Volatile | 31 | 3.65 | 4 | 118 | 9 | 52 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 1 | -29 | BrokerD | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -33 | -42 | 3 | 2 | false | Tax-aware sells next window |
P2789 | Opportunistic | Trust | USD | 2025-05-19 | 1,103,044 | 57,875 | 1,045,169 | 1.21 | 70.4 | 12 | 10.4 | 7.2 | HYG:7.4%;TSLA:20.9%;BRK.B:21.2%;AAPL:18.3%;VOO:21.0%;VTI:11.2% | US:66.3;EU:15.3;APAC:7.7;EM:10.3;Other:0.3 | Value:-0.5;Growth:+0.2;Quality:+0.8;Size:-0.2;Momentum:-0.7;LowVol:-0.2 | MaxPos8% | 5 | 30 | 4.9 | trailing 7% | 199 | 22.2 | Bull | 14.8 | 3.87 | 3.4 | 94 | 55 | 92 | 54 | false | Buy | Add to core equity +1% | 32 | 6 | BrokerC | VWAP | 93 | null | null | Normal monitoring | 86 | -1 | 189 | 4 | false | Monitor dispersion and breadth |
P2790 | Hands-off | Trust | USD | 2025-01-09 | 228,195 | 13,929 | 214,266 | 1 | 57.5 | 21.4 | 16 | 5.1 | QQQ:20.1%;IEF:7.3%;TLT:16.2%;VNQ:21.6%;BRK.B:21.6%;AAPL:13.2% | US:72.2;EU:8.2;APAC:9.9;EM:8.2;Other:1.5 | Value:+0.4;Growth:-0.4;Quality:-0.0;Size:-0.5;Momentum:+0.1;LowVol:+0.9 | ESGOnly;MaxPos7%;NoDerivatives | 5 | 30 | 4.2 | hard 10% | 167 | 15.7 | Bull | 16.6 | 4.78 | 2.1 | 89 | 52 | 88 | 49 | false | Rebalance | Shift +1% to bonds from equity | 4 | -9 | BrokerB | VWAP | 88 | null | null | Normal monitoring | 28 | -16 | 96 | 5 | false | Tax-aware sells next window |
P2791 | Hands-off | 401k | USD | 2025-05-25 | 426,323 | 40,890 | 385,433 | 1 | 72.1 | 22 | 0 | 6 | MUB:28.0%;XLF:28.0%;QQQ:16.0%;BRK.B:28.0% | US:60.6;EU:19.8;APAC:10.2;EM:8.8;Other:0.6 | Value:+0.5;Growth:-0.7;Quality:-0.6;Size:+0.9;Momentum:-0.3;LowVol:+0.9 | ESGOnly;MaxPos7% | 5 | 30 | 3.3 | trailing 10% | 161 | 12.7 | Bull | 17.1 | 4.9 | 3.1 | 89 | 34 | 81 | 50 | false | Buy | Add to core equity +1% | 16 | -32 | BrokerA | MKT | 90 | null | null | Normal monitoring | 60 | -12 | 63 | 4 | false | Within IPS guidelines |
P2792 | Systematic | Trust | USD | 2025-04-22 | 634,979 | 49,866 | 585,113 | 1 | 59.4 | 32.7 | 0 | 7.8 | MUB:15.3%;GLD:28.2%;BND:28.2%;TLT:28.2% | US:65.5;EU:11.8;APAC:12.3;EM:7.9;Other:2.5 | Value:-0.2;Growth:-0.9;Quality:+0.2;Size:+0.3;Momentum:+0.1;LowVol:+0.4 | MaxPos7%;NoDerivatives | 6 | 30 | 4.3 | trailing 8% | 146 | 27.1 | Volatile | 20.1 | 4 | 2.1 | 135 | 0 | 56 | 58 | false | Sell | Trim extended winner -1% | -12 | 8 | BrokerC | LMT | 100 | null | null | Normal monitoring | 106 | -15 | 219 | 4 | false | Within IPS guidelines |
P2793 | Opportunistic | Taxable | USD | 2024-07-17 | 1,066,155 | 92,431 | 973,724 | 1 | 66.6 | 20.3 | 8.3 | 4.9 | TLT:25.0%;XLF:17.6%;TSLA:14.1%;VNQ:25.0%;MSFT:18.4% | US:69.4;EU:10.9;APAC:13.7;EM:3.9;Other:2.1 | Value:+0.7;Growth:+0.8;Quality:+0.7;Size:-0.4;Momentum:+0.1;LowVol:+0.8 | MaxPos7% | 7 | 25 | 6.9 | trailing 7% | 191 | 26.2 | Bear | 32.2 | 3.99 | 2.2 | 185 | -32 | 37 | 90 | true | Hedge | Buy index puts 1% notional | 15 | -6 | BrokerC | MKT | 95 | VAR>budget | Hedge | Risk above budget threshold | -38 | -9 | 61 | 5 | false | Monitor dispersion and breadth |
P2794 | Hands-off | Trust | USD | 2025-06-11 | 375,193 | 16,894 | 358,299 | 1 | 62.9 | 24 | 6.5 | 6.6 | MUB:17.2%;VTI:19.6%;HYG:21.1%;GLD:21.1%;AMZN:21.1% | US:59.1;EU:16.4;APAC:13.1;EM:10.0;Other:1.4 | Value:-0.9;Growth:+0.1;Quality:-0.3;Size:-0.6;Momentum:+0.2;LowVol:+0.5 | ESGOnly | 6 | 35 | 3.4 | trailing 8% | 130 | 14.7 | Sideways | 21.4 | 4.12 | 2.9 | 132 | -20 | 35 | 66 | false | Sell | Trim extended winner -1% | 25 | -26 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 60 | -13 | 22 | 4 | false | Increase defensive factor exposure |
P2795 | Hands-off | 401k | USD | 2025-11-03 | 761,483 | 68,122 | 693,361 | 1 | 62.8 | 27 | 4.4 | 5.9 | MUB:37.0%;AMZN:37.0%;BRK.B:26.0% | US:55.9;EU:16.1;APAC:13.9;EM:10.0;Other:4.1 | Value:0.0;Growth:+0.4;Quality:-0.4;Size:-0.4;Momentum:+0.1;LowVol:+0.7 | ESGOnly;MaxPos7%;NoDerivatives | 8 | 25 | 4.3 | trailing 8% | 126 | 15.5 | Bull | 14.4 | 4.83 | 3.3 | 117 | 45 | 84 | 39 | false | Sell | Trim extended winner -1% | -15 | 0 | BrokerA | MKT | 93 | null | null | Normal monitoring | -51 | -57 | -40 | 5 | false | Within IPS guidelines |
P2796 | Opportunistic | Roth | USD | 2025-12-03 | 1,429,915 | 96,268 | 1,333,647 | 1 | 73.4 | 19.9 | 0 | 6.7 | VNQ:33.3%;BND:33.3%;GLD:33.3% | US:70.3;EU:5.4;APAC:11.4;EM:8.8;Other:4.0 | Value:+0.2;Growth:0.0;Quality:+0.1;Size:-0.2;Momentum:-0.7;LowVol:+0.8 | null | 10 | 25 | 6.1 | trailing 9% | 235 | 33.1 | Volatile | 26.8 | 4.98 | 4.1 | 160 | 31 | 67 | 78 | true | Hedge | Buy index puts 1% notional | -9 | -16 | BrokerA | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 92 | -56 | 134 | 4 | false | Tighten stops on momentum names |
P2797 | Hands-off | Roth | USD | 2024-08-11 | 636,181 | 56,054 | 580,127 | 1 | 59.7 | 22.1 | 11.3 | 6.9 | QQQ:34.8%;VNQ:34.8%;IEF:30.4% | US:64.4;EU:18.1;APAC:6.9;EM:9.7;Other:0.9 | Value:+0.9;Growth:-0.5;Quality:-0.2;Size:+1.0;Momentum:+0.1;LowVol:+0.2 | NoDerivatives | 10 | 30 | 3.9 | trailing 8% | 138 | 16 | Bull | 17.5 | 4.61 | 2.1 | 70 | 107 | 100 | 56 | false | Buy | Add to core equity +1% | -4 | -17 | BrokerC | MKT | 90 | null | null | Normal monitoring | 67 | 5 | 93 | 3 | false | Tax-aware sells next window |
P2798 | Hands-off | Roth | USD | 2025-04-11 | 342,384 | 21,008 | 321,376 | 1 | 58.4 | 26.6 | 5.7 | 9.2 | TSLA:14.5%;BND:19.4%;XLF:22.0%;AAPL:22.0%;MUB:22.0% | US:60.8;EU:13.5;APAC:13.5;EM:8.0;Other:4.1 | Value:+0.7;Growth:+0.6;Quality:-0.4;Size:+0.9;Momentum:+0.9;LowVol:+0.3 | ESGOnly | 7 | 35 | 4.2 | trailing 10% | 110 | 16.6 | Sideways | 16.5 | 3.97 | 3.4 | 129 | -4 | 54 | 48 | false | Buy | Add to core equity +1% | 25 | -8 | BrokerA | LMT | 98 | null | null | Normal monitoring | 99 | -29 | 232 | 3 | false | Within IPS guidelines |
P2799 | Hands-off | IRA | USD | 2025-03-02 | 362,381 | 32,942 | 329,439 | 1 | 65.8 | 19.7 | 6.1 | 8.5 | MUB:20.4%;AAPL:6.1%;BRK.B:15.4%;GLD:18.2%;BND:20.5%;TLT:19.4% | US:70.6;EU:6.3;APAC:12.1;EM:9.0;Other:2.0 | Value:-0.5;Growth:+0.2;Quality:+0.9;Size:-0.5;Momentum:+0.7;LowVol:-0.1 | null | 7 | 35 | 5.8 | trailing 8% | 111 | 13.6 | Volatile | 25.4 | 4.49 | 2.4 | 122 | 41 | 74 | 70 | false | Hedge | Add TLT +1% as duration hedge | 18 | -30 | BrokerB | LMT | 99 | null | null | Normal monitoring | 28 | -36 | 13 | 5 | false | Within IPS guidelines |
P2800 | Opportunistic | 401k | USD | 2025-12-07 | 1,228,841 | 72,723 | 1,156,118 | 1 | 62.6 | 20.1 | 9.8 | 7.4 | VNQ:20.2%;VOO:16.1%;TLT:10.7%;MSFT:19.0%;VTI:19.1%;BND:14.9% | US:71.1;EU:7.6;APAC:7.9;EM:9.1;Other:4.3 | Value:+0.3;Growth:+0.6;Quality:-0.0;Size:+0.6;Momentum:+0.1;LowVol:+0.4 | MaxPos5%;NoDerivatives | 6 | 25 | 5.1 | trailing 9% | 272 | 27.9 | Volatile | 26.6 | 4.24 | 3.5 | 131 | 52 | 63 | 76 | true | Hedge | Buy index puts 1% notional | 4 | 8 | BrokerD | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 41 | -59 | 172 | 3 | false | Tighten stops on momentum names |
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