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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P3201 | Hands-off | Taxable | USD | 2025-04-24 | 185,411 | 18,226 | 167,185 | 1 | 66.4 | 26.3 | 0 | 7.2 | MUB:10.6%;XLF:22.9%;VNQ:20.8%;IEF:22.9%;TSLA:22.9% | US:72.7;EU:6.0;APAC:6.5;EM:11.9;Other:2.8 | Value:-0.7;Growth:+0.8;Quality:-0.9;Size:+0.3;Momentum:-0.8;LowVol:-0.5 | NoDerivatives | 7 | 25 | 4.7 | trailing 10% | 97 | 18.9 | Sideways | 15.6 | 4.32 | 2.5 | 124 | 16 | 50 | 61 | false | Rebalance | Shift +1% to bonds from equity | 31 | 1 | BrokerD | MKT | 98 | null | null | Normal monitoring | 22 | -12 | -18 | 4 | false | Increase defensive factor exposure |
P3202 | Systematic | Roth | USD | 2025-05-31 | 896,667 | 67,570 | 829,097 | 1 | 59.8 | 27.7 | 7.4 | 5.1 | HYG:33.3%;BRK.B:33.3%;GLD:33.3% | US:63.9;EU:8.4;APAC:15.4;EM:10.3;Other:1.9 | Value:+0.1;Growth:+0.1;Quality:+0.4;Size:+0.7;Momentum:+0.7;LowVol:-1.0 | NoDerivatives | 7 | 35 | 4.4 | trailing 9% | 172 | 26.8 | Bull | 15.3 | 4.9 | 3.1 | 79 | 58 | 85 | 41 | false | Rebalance | Shift +1% to bonds from equity | 14 | -23 | BrokerD | MKT | 88 | null | null | Normal monitoring | -46 | 16 | -22 | 5 | false | Monitor dispersion and breadth |
P3203 | Active | IRA | USD | 2024-12-03 | 2,472,827 | 231,592 | 2,241,235 | 1 | 65.5 | 27.4 | 0 | 7.1 | HYG:25.0%;MSFT:25.0%;XLF:25.0%;BND:25.0% | US:67.6;EU:17.9;APAC:10.3;EM:4.1;Other:0.0 | Value:+0.7;Growth:-0.3;Quality:+0.2;Size:+0.3;Momentum:0.0;LowVol:+0.9 | MaxPos8% | 10 | 30 | 4.4 | trailing 9% | 137 | 18.9 | Sideways | 17.8 | 3.62 | 3.4 | 134 | 13 | 50 | 51 | false | Rebalance | Shift +1% to bonds from equity | -7 | -1 | BrokerC | MKT | 94 | null | null | Normal monitoring | 119 | -39 | 259 | 5 | false | Within IPS guidelines |
P3204 | Opportunistic | Trust | USD | 2025-02-19 | 816,456 | 51,280 | 765,176 | 1 | 62.4 | 15.5 | 13.5 | 8.6 | BRK.B:27.0%;XLF:19.0%;HYG:27.0%;AAPL:27.0% | US:68.1;EU:13.7;APAC:8.3;EM:8.5;Other:1.4 | Value:+0.3;Growth:+0.7;Quality:-0.8;Size:-0.9;Momentum:-0.0;LowVol:-0.8 | MaxPos6% | 10 | 25 | 5.5 | trailing 7% | 180 | 24.4 | Bear | 33.3 | 3.52 | 1.5 | 168 | -57 | 25 | 75 | true | Hedge | Buy index puts 1% notional | -14 | 7 | BrokerA | MKT | 88 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 33 | -1 | 55 | 5 | false | Tighten stops on momentum names |
P3205 | Cautious | Roth | USD | 2025-05-21 | 300,716 | 44,531 | 256,185 | 1 | 41.6 | 42.9 | 0 | 15.5 | GLD:15.4%;MUB:14.3%;QQQ:23.4%;BND:23.4%;TSLA:23.4% | US:68.9;EU:10.1;APAC:11.0;EM:5.6;Other:4.4 | Value:+0.1;Growth:-0.3;Quality:-0.3;Size:+0.1;Momentum:+0.3;LowVol:+0.8 | ESGOnly;MaxPos7%;NoMargin | 5 | 25 | 4.7 | trailing 8% | 117 | 18.6 | Sideways | 22 | 3.76 | 2.2 | 100 | 22 | 53 | 50 | false | Rebalance | Shift +1% to bonds from equity | 35 | -2 | BrokerC | MKT | 95 | null | null | Normal monitoring | 100 | 17 | 193 | 5 | false | Monitor dispersion and breadth |
P3206 | Cautious | IRA | USD | 2024-11-23 | 350,980 | 33,357 | 317,623 | 1 | 47.6 | 38.4 | 0 | 14 | AAPL:15.3%;HYG:9.2%;AMZN:22.2%;VNQ:15.3%;XLF:15.7%;VOO:22.2% | US:64.5;EU:7.3;APAC:16.1;EM:10.8;Other:1.4 | Value:+0.4;Growth:0.0;Quality:+0.8;Size:+0.5;Momentum:+0.2;LowVol:-0.3 | NoDerivatives;NoMargin | 6 | 25 | 5.1 | trailing 8% | 145 | 17.5 | Volatile | 20.4 | 4.34 | 2.7 | 180 | 53 | 84 | 54 | false | Sell | Trim extended winner -1% | 35 | -33 | BrokerA | LMT | 90 | null | null | Normal monitoring | 83 | -40 | 90 | 3 | false | Tax-aware sells next window |
P3207 | Systematic | Roth | USD | 2025-05-09 | 1,546,141 | 110,701 | 1,435,440 | 1 | 61.5 | 33.5 | 0 | 5 | GLD:25.0%;VOO:25.0%;AMZN:25.0%;XLF:25.0% | US:64.6;EU:6.8;APAC:15.3;EM:12.7;Other:0.6 | Value:-0.5;Growth:+0.8;Quality:-0.1;Size:+0.2;Momentum:-0.2;LowVol:-0.4 | null | 10 | 30 | 4.9 | trailing 9% | 196 | 27.6 | Bull | 13.2 | 4.46 | 2.7 | 104 | 17 | 59 | 36 | false | NoAction | Within bands; monitor | 28 | -6 | BrokerD | MKT | 0 | null | null | Normal monitoring | 76 | -11 | 85 | 4 | false | Monitor dispersion and breadth |
P3208 | Cautious | IRA | USD | 2025-06-10 | 697,196 | 85,384 | 611,812 | 1 | 53 | 33.8 | 1.4 | 11.7 | VNQ:27.3%;AMZN:27.3%;MUB:18.1%;HYG:27.3% | US:61.0;EU:18.2;APAC:13.7;EM:6.2;Other:0.9 | Value:-0.7;Growth:+0.1;Quality:-0.8;Size:+0.1;Momentum:+0.2;LowVol:-0.2 | NoDerivatives;NoMargin | 6 | 25 | 4 | trailing 8% | 118 | 15.3 | Bear | 27.4 | 4.41 | 2.2 | 152 | -94 | 10 | 66 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | -12 | BrokerD | MKT | 99 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 61 | -12 | 30 | 2 | false | Tax-aware sells next window |
P3209 | Cautious | Roth | USD | 2025-07-18 | 785,764 | 76,855 | 708,909 | 1 | 45.1 | 30.9 | 9.6 | 14.4 | BND:33.3%;TLT:33.3%;GLD:33.3% | US:71.1;EU:5.2;APAC:12.0;EM:8.6;Other:3.0 | Value:-0.7;Growth:+0.7;Quality:-0.5;Size:+0.5;Momentum:+0.4;LowVol:-0.5 | NoMargin | 7 | 35 | 4 | hard 10% | 141 | 13.9 | Volatile | 22.3 | 4.91 | 2.9 | 175 | 24 | 61 | 48 | false | Buy | Add to core equity +1% | 0 | -6 | BrokerD | MKT | 88 | null | null | Normal monitoring | -47 | -27 | 77 | 3 | false | Increase defensive factor exposure |
P3210 | Hands-off | 401k | USD | 2025-12-18 | 608,051 | 50,738 | 557,313 | 1 | 63.8 | 28 | 0 | 8.2 | MSFT:23.2%;GLD:21.8%;MUB:15.1%;AMZN:23.2%;VTI:16.7% | US:65.5;EU:12.2;APAC:8.5;EM:12.7;Other:1.2 | Value:-0.4;Growth:-0.6;Quality:-0.2;Size:+0.2;Momentum:-0.5;LowVol:-0.1 | ESGOnly | 7 | 35 | 5.4 | hard 10% | 98 | 13.6 | Bull | 12.3 | 4.08 | 3.1 | 78 | 8 | 65 | 49 | false | NoAction | Within bands; monitor | 8 | 1 | BrokerB | VWAP | 93 | null | null | Normal monitoring | 119 | -31 | 190 | 5 | false | Within IPS guidelines |
P3211 | Hands-off | IRA | USD | 2024-10-16 | 790,705 | 74,548 | 716,157 | 1 | 66.9 | 25.4 | 0 | 7.7 | AAPL:25.9%;XLF:22.4%;TLT:25.9%;BRK.B:25.9% | US:66.6;EU:9.5;APAC:12.8;EM:10.8;Other:0.2 | Value:-1.0;Growth:-0.9;Quality:-0.6;Size:-0.2;Momentum:-0.2;LowVol:-0.8 | NoDerivatives | 10 | 35 | 3.7 | trailing 8% | 90 | 14 | Volatile | 21.8 | 4.61 | 2.1 | 152 | -33 | 24 | 55 | false | Buy | Add to core equity +1% | 19 | -14 | BrokerB | LMT | 92 | null | null | Normal monitoring | -4 | -23 | -1 | 3 | false | Tighten stops on momentum names |
P3212 | Hands-off | 401k | USD | 2025-07-04 | 461,108 | 23,407 | 437,701 | 1 | 70.8 | 21.4 | 0 | 7.7 | QQQ:27.7%;MSFT:36.2%;VOO:36.2% | US:76.0;EU:7.7;APAC:10.8;EM:3.4;Other:2.0 | Value:-0.6;Growth:+0.9;Quality:+0.3;Size:-0.3;Momentum:+0.6;LowVol:+0.3 | null | 8 | 30 | 5.7 | hard 10% | 170 | 13.7 | Sideways | 20 | 4.48 | 2.7 | 124 | 34 | 80 | 69 | false | Sell | Trim extended winner -1% | 7 | 3 | BrokerD | MKT | 96 | null | null | Normal monitoring | 48 | 3 | 177 | 4 | false | Monitor dispersion and breadth |
P3213 | Opportunistic | Taxable | USD | 2025-11-27 | 737,550 | 64,598 | 672,952 | 1.14 | 70.8 | 20.4 | 2.3 | 6.6 | TSLA:20.4%;BND:13.2%;VNQ:10.2%;AAPL:15.6%;BRK.B:20.4%;GLD:20.2% | US:67.7;EU:5.9;APAC:11.4;EM:10.2;Other:4.8 | Value:+0.7;Growth:-1.0;Quality:+0.8;Size:+0.9;Momentum:+0.7;LowVol:+0.2 | MaxPos6% | 10 | 30 | 5.2 | trailing 9% | 204 | 28.2 | Bear | 27 | 4.29 | 2.8 | 157 | -83 | 20 | 73 | true | Hedge | Buy index puts 1% notional | 8 | -31 | BrokerB | LMT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 22 | 11 | 121 | 5 | false | Increase defensive factor exposure |
P3214 | Cautious | Trust | USD | 2024-09-24 | 369,172 | 33,535 | 335,637 | 1 | 41.4 | 39.4 | 8.3 | 10.9 | GLD:27.6%;IEF:27.6%;AAPL:27.6%;VOO:17.2% | US:66.7;EU:16.3;APAC:9.7;EM:5.4;Other:1.9 | Value:-0.7;Growth:-0.8;Quality:+0.7;Size:+0.3;Momentum:+0.3;LowVol:-0.4 | NoDerivatives;NoMargin | 5 | 25 | 3.3 | trailing 8% | 120 | 14 | Sideways | 19.7 | 3.75 | 2.1 | 111 | 54 | 90 | 48 | false | Buy | Add to core equity +1% | -3 | 6 | BrokerA | MKT | 100 | null | null | Normal monitoring | 73 | 10 | 94 | 4 | false | Monitor dispersion and breadth |
P3215 | Cautious | 401k | USD | 2025-07-01 | 387,774 | 62,035 | 325,739 | 1 | 46.7 | 38.9 | 4.1 | 10.3 | QQQ:19.7%;IEF:26.8%;TLT:26.8%;BND:26.8% | US:66.6;EU:16.2;APAC:6.4;EM:7.9;Other:2.9 | Value:+0.7;Growth:+0.5;Quality:+0.1;Size:-0.9;Momentum:+0.7;LowVol:-0.2 | NoMargin | 5 | 35 | 5.8 | trailing 8% | 113 | 18.4 | Volatile | 30.8 | 3.97 | 3.3 | 117 | 68 | 93 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 12 | -16 | BrokerB | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -43 | -12 | 7 | 3 | false | Within IPS guidelines |
P3216 | Opportunistic | Trust | USD | 2024-11-01 | 1,302,119 | 44,055 | 1,258,064 | 1 | 72.4 | 10.5 | 12.9 | 4.2 | TSLA:21.8%;QQQ:21.8%;TLT:14.2%;HYG:20.4%;GLD:21.8% | US:65.6;EU:18.2;APAC:7.6;EM:7.1;Other:1.5 | Value:+0.5;Growth:+0.9;Quality:-0.2;Size:-0.7;Momentum:+0.1;LowVol:-0.2 | null | 10 | 35 | 6.1 | trailing 7% | 193 | 27.3 | Sideways | 17.5 | 4.14 | 2.6 | 139 | 46 | 84 | 56 | false | Buy | Add to core equity +1% | 22 | 5 | BrokerA | MKT | 90 | null | null | Normal monitoring | 10 | -42 | 52 | 5 | false | Tax-aware sells next window |
P3217 | Opportunistic | Roth | USD | 2024-11-19 | 363,290 | 28,131 | 335,159 | 1 | 65.6 | 15.4 | 10.3 | 8.7 | VOO:33.3%;IEF:33.3%;VTI:33.3% | US:62.1;EU:14.8;APAC:9.1;EM:10.9;Other:3.1 | Value:+0.9;Growth:+0.2;Quality:+0.3;Size:+0.3;Momentum:-0.2;LowVol:0.0 | MaxPos7% | 8 | 25 | 6.9 | hard 12% | 195 | 32.1 | Sideways | 15.8 | 4.73 | 2.7 | 110 | 49 | 75 | 40 | false | Hedge | Add TLT +1% as duration hedge | 4 | -12 | BrokerB | MKT | 95 | null | null | Normal monitoring | 49 | -6 | 123 | 4 | false | Tax-aware sells next window |
P3218 | Active | 401k | USD | 2025-04-27 | 1,938,547 | 219,176 | 1,719,371 | 1.13 | 50.3 | 25.2 | 15.2 | 9.4 | MSFT:18.2%;VTI:19.1%;HYG:17.2%;TLT:20.8%;VNQ:7.0%;VOO:17.7% | US:69.9;EU:6.4;APAC:8.4;EM:11.8;Other:3.5 | Value:-0.9;Growth:+0.2;Quality:+0.3;Size:-0.1;Momentum:+0.1;LowVol:+0.4 | null | 7 | 35 | 4.6 | trailing 8% | 207 | 26.6 | Bull | 14.1 | 3.75 | 2.7 | 80 | 49 | 77 | 46 | false | Sell | Trim extended winner -1% | -4 | -11 | BrokerD | MKT | 89 | null | null | Normal monitoring | 56 | -28 | 49 | 3 | false | Within IPS guidelines |
P3219 | Active | Taxable | USD | 2025-05-04 | 2,306,244 | 226,740 | 2,079,504 | 1.17 | 56.5 | 29.1 | 7.6 | 6.8 | TSLA:25.7%;QQQ:25.7%;MUB:25.4%;IEF:23.1% | US:72.0;EU:13.4;APAC:9.0;EM:3.5;Other:2.2 | Value:+0.3;Growth:-0.2;Quality:-0.7;Size:+1.0;Momentum:+0.4;LowVol:+0.5 | null | 10 | 35 | 4.3 | trailing 8% | 175 | 22.2 | Bull | 16.4 | 4.86 | 2.3 | 92 | 9 | 58 | 39 | false | Rebalance | Shift +1% to bonds from equity | 8 | 3 | BrokerD | VWAP | 90 | null | null | Normal monitoring | -46 | 4 | 7 | 4 | false | Tax-aware sells next window |
P3220 | Cautious | Trust | USD | 2025-09-08 | 537,583 | 43,356 | 494,227 | 1 | 44.5 | 39.1 | 0 | 16.3 | GLD:33.3%;IEF:33.3%;BRK.B:33.3% | US:70.9;EU:11.9;APAC:6.4;EM:10.7;Other:0.0 | Value:+0.3;Growth:+0.6;Quality:-1.0;Size:-0.0;Momentum:+0.2;LowVol:-0.4 | ESGOnly;NoMargin | 8 | 35 | 3.9 | trailing 8% | 167 | 16.1 | Bear | 33.2 | 4.2 | 1.9 | 130 | 27 | 58 | 63 | false | Sell | Trim extended winner -1% | 34 | 15 | BrokerA | MKT | 95 | null | null | Normal monitoring | 15 | -11 | 59 | 5 | false | Within IPS guidelines |
P3221 | Active | Taxable | USD | 2025-12-23 | 1,254,062 | 101,853 | 1,152,209 | 1 | 67 | 26.9 | 0 | 6.1 | XLF:20.0%;MUB:7.0%;VTI:20.4%;MSFT:20.4%;GLD:17.8%;AMZN:14.3% | US:58.5;EU:21.6;APAC:11.9;EM:7.0;Other:1.0 | Value:-0.5;Growth:-0.2;Quality:+0.8;Size:-0.3;Momentum:-0.4;LowVol:-1.0 | null | 10 | 30 | 4.6 | trailing 9% | 219 | 22.9 | Volatile | 28.1 | 4.73 | 3.4 | 136 | -51 | 22 | 74 | true | Hedge | Buy index puts 1% notional | 26 | -7 | BrokerA | VWAP | 91 | VAR>budget | Reduce | Risk above budget threshold | 11 | 10 | 124 | 5 | false | Tax-aware sells next window |
P3222 | Opportunistic | Roth | USD | 2024-08-03 | 715,504 | 53,226 | 662,278 | 1 | 70.5 | 20.2 | 4.1 | 5.2 | IEF:21.6%;MSFT:26.1%;AAPL:26.1%;MUB:26.1% | US:61.8;EU:9.8;APAC:12.1;EM:11.5;Other:4.8 | Value:-0.5;Growth:-0.1;Quality:-0.5;Size:+0.2;Momentum:+0.5;LowVol:0.0 | null | 7 | 30 | 6.3 | hard 12% | 167 | 30.8 | Volatile | 27.7 | 5.21 | 2.8 | 168 | -16 | 30 | 86 | true | Hedge | Buy index puts 1% notional | 17 | -1 | BrokerD | LMT | 88 | VAR>budget | Pause | Risk above budget threshold | 69 | -51 | 168 | 4 | true | Monitor dispersion and breadth |
P3223 | Systematic | IRA | USD | 2024-09-14 | 1,967,286 | 196,698 | 1,770,588 | 1 | 56.8 | 23.9 | 10.5 | 8.8 | AAPL:22.4%;BND:10.4%;TLT:22.4%;VTI:22.4%;XLF:22.4% | US:75.0;EU:9.6;APAC:8.8;EM:3.5;Other:3.1 | Value:+0.2;Growth:+0.2;Quality:-0.9;Size:+0.9;Momentum:-0.8;LowVol:+0.3 | null | 10 | 35 | 4.6 | trailing 8% | 203 | 27.7 | Sideways | 17.5 | 4.78 | 2.6 | 113 | 15 | 66 | 41 | true | Hedge | Buy index puts 1% notional | 29 | -13 | BrokerA | VWAP | 94 | VAR>budget | Reduce | Risk above budget threshold | 30 | -33 | 13 | 5 | false | Monitor dispersion and breadth |
P3224 | Cautious | Trust | USD | 2025-10-19 | 846,207 | 80,268 | 765,939 | 1 | 43.9 | 32.1 | 13.6 | 10.3 | AAPL:24.5%;QQQ:10.0%;TLT:24.5%;BRK.B:24.4%;BND:16.6% | US:57.8;EU:16.0;APAC:11.6;EM:9.7;Other:4.9 | Value:+0.1;Growth:+1.0;Quality:+0.9;Size:-0.4;Momentum:+0.5;LowVol:+0.7 | NoMargin | 8 | 30 | 4.5 | trailing 8% | 167 | 14.4 | Volatile | 26.9 | 5.48 | 3.1 | 114 | -1 | 51 | 67 | false | Hedge | Add TLT +1% as duration hedge | 21 | 11 | BrokerA | MKT | 88 | null | null | Normal monitoring | -39 | 1 | -61 | 3 | false | Tighten stops on momentum names |
P3225 | Hands-off | Taxable | USD | 2024-07-22 | 511,434 | 49,312 | 462,122 | 1 | 67.6 | 23.7 | 0 | 8.7 | HYG:22.0%;MSFT:22.0%;VOO:18.1%;GLD:22.0%;VNQ:15.9% | US:67.8;EU:7.7;APAC:13.7;EM:6.7;Other:4.0 | Value:+0.1;Growth:-0.4;Quality:+0.4;Size:+0.7;Momentum:+0.4;LowVol:-0.7 | MaxPos6% | 10 | 30 | 5.4 | trailing 8% | 134 | 17.7 | Bull | 16.4 | 4.15 | 2.6 | 97 | 93 | 91 | 59 | true | Hedge | Buy index puts 1% notional | -15 | -27 | BrokerB | LMT | 97 | VAR>budget | TightenStops | Risk above budget threshold | -6 | -37 | -5 | 3 | false | Within IPS guidelines |
P3226 | Hands-off | Roth | USD | 2025-03-18 | 723,708 | 32,405 | 691,303 | 1 | 71.4 | 23 | 0 | 5.6 | HYG:33.3%;VTI:33.3%;MUB:33.3% | US:61.7;EU:17.3;APAC:9.7;EM:7.3;Other:4.0 | Value:-0.8;Growth:+0.8;Quality:+0.5;Size:-0.4;Momentum:+0.3;LowVol:+0.2 | ESGOnly;MaxPos8% | 5 | 35 | 3.1 | hard 10% | 96 | 13.8 | Sideways | 15.4 | 3.61 | 2.9 | 109 | -1 | 35 | 55 | true | Reduce | Cut high-beta by 2-3%, add cash | -3 | -12 | BrokerB | LMT | 92 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 62 | -11 | 112 | 2 | false | Within IPS guidelines |
P3227 | Hands-off | 401k | USD | 2025-12-22 | 530,874 | 46,863 | 484,011 | 1 | 59.3 | 29.5 | 4.6 | 6.5 | TLT:10.1%;MSFT:21.9%;XLF:10.3%;BRK.B:21.9%;GLD:21.9%;TSLA:13.9% | US:70.7;EU:7.7;APAC:9.8;EM:7.4;Other:4.4 | Value:-1.0;Growth:-0.3;Quality:-0.4;Size:-0.2;Momentum:+0.5;LowVol:+0.2 | null | 8 | 30 | 5.9 | hard 10% | 166 | 20 | Sideways | 17.3 | 4.86 | 2.4 | 122 | 52 | 78 | 45 | true | Reduce | Cut high-beta by 2-3%, add cash | -8 | 3 | BrokerD | VWAP | 89 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 113 | -13 | 113 | 5 | false | Tax-aware sells next window |
P3228 | Active | Taxable | USD | 2025-04-20 | 1,236,638 | 111,435 | 1,125,203 | 1 | 61.6 | 24.6 | 6.8 | 7 | IEF:26.6%;VOO:20.1%;HYG:26.6%;BND:26.6% | US:61.8;EU:19.6;APAC:9.6;EM:5.3;Other:3.8 | Value:+0.8;Growth:-0.6;Quality:-0.3;Size:+0.6;Momentum:-1.0;LowVol:+0.4 | null | 6 | 30 | 4.1 | hard 12% | 212 | 16.5 | Sideways | 16.3 | 3.56 | 2.8 | 101 | -9 | 59 | 50 | false | Rebalance | Shift +1% to bonds from equity | 26 | -11 | BrokerB | LMT | 95 | null | null | Normal monitoring | 102 | -53 | 82 | 3 | false | Tax-aware sells next window |
P3229 | Hands-off | Trust | USD | 2025-01-25 | 732,796 | 70,420 | 662,376 | 1 | 64.6 | 22.4 | 5.9 | 7.1 | IEF:31.9%;HYG:34.1%;QQQ:34.1% | US:63.3;EU:14.8;APAC:9.4;EM:9.7;Other:2.9 | Value:+0.2;Growth:-0.6;Quality:+1.0;Size:-0.3;Momentum:0.0;LowVol:-1.0 | MaxPos5% | 10 | 35 | 4.6 | hard 10% | 131 | 17.5 | Bear | 31.9 | 3.78 | 2.1 | 130 | -43 | 21 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | 11 | BrokerA | LMT | 98 | VAR>budget | Reduce | Risk above budget threshold | -21 | -58 | 81 | 5 | false | Tax-aware sells next window |
P3230 | Systematic | IRA | USD | 2024-12-24 | 970,331 | 48,581 | 921,750 | 1 | 59.3 | 31.7 | 1.7 | 7.3 | BRK.B:27.5%;GLD:27.5%;IEF:17.6%;AAPL:27.5% | US:70.7;EU:10.3;APAC:10.7;EM:3.6;Other:4.7 | Value:-0.8;Growth:-0.4;Quality:+0.6;Size:-0.6;Momentum:-1.0;LowVol:+0.8 | MaxPos7% | 10 | 25 | 4 | trailing 8% | 227 | 19.1 | Volatile | 24.6 | 4.84 | 2 | 149 | -50 | 35 | 62 | true | Reduce | Cut high-beta by 2-3%, add cash | 34 | 15 | BrokerA | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -49 | -40 | 9 | 3 | false | Tax-aware sells next window |
P3231 | Active | Trust | USD | 2025-06-25 | 1,207,455 | 81,176 | 1,126,279 | 1 | 56.1 | 27.8 | 7.3 | 8.7 | VTI:31.5%;TLT:34.2%;VNQ:34.2% | US:58.9;EU:15.8;APAC:14.4;EM:8.5;Other:2.5 | Value:-1.0;Growth:+0.9;Quality:+0.5;Size:-0.7;Momentum:-0.0;LowVol:-0.0 | MaxPos8%;NoDerivatives | 6 | 35 | 5 | trailing 8% | 227 | 27.1 | Sideways | 18.8 | 3.86 | 2.2 | 109 | 25 | 56 | 56 | false | Rebalance | Shift +1% to bonds from equity | 6 | 7 | BrokerA | MKT | 99 | null | null | Normal monitoring | 47 | -2 | 100 | 4 | false | Tighten stops on momentum names |
P3232 | Hands-off | IRA | USD | 2025-10-24 | 576,636 | 55,313 | 521,323 | 1 | 69.2 | 16 | 7.5 | 7.3 | MSFT:26.4%;QQQ:36.8%;XLF:36.8% | US:66.5;EU:11.7;APAC:5.4;EM:11.6;Other:4.8 | Value:-0.2;Growth:+0.7;Quality:+0.7;Size:-0.7;Momentum:-0.8;LowVol:+0.1 | null | 8 | 35 | 5.2 | trailing 8% | 115 | 19.8 | Sideways | 17.2 | 4.93 | 2.2 | 113 | -15 | 31 | 48 | false | Buy | Add to core equity +1% | 34 | -38 | BrokerB | LMT | 85 | null | null | Normal monitoring | 10 | -20 | 11 | 4 | false | Tighten stops on momentum names |
P3233 | Hands-off | IRA | USD | 2025-12-03 | 498,973 | 48,739 | 450,234 | 1 | 65 | 26.1 | 0 | 8.9 | HYG:34.7%;MUB:34.7%;GLD:30.5% | US:68.4;EU:11.2;APAC:10.2;EM:6.1;Other:4.1 | Value:+0.1;Growth:-0.4;Quality:+0.9;Size:-0.1;Momentum:+0.7;LowVol:+0.4 | ESGOnly | 8 | 35 | 5 | trailing 10% | 159 | 15.1 | Bull | 11.5 | 3.52 | 2.1 | 78 | 103 | 97 | 39 | false | Rebalance | Shift +1% to bonds from equity | 2 | -34 | BrokerB | LMT | 94 | null | null | Normal monitoring | -41 | 16 | 53 | 3 | false | Tax-aware sells next window |
P3234 | Active | Trust | USD | 2025-11-08 | 1,067,962 | 69,643 | 998,319 | 1.25 | 61.8 | 28.7 | 4 | 5.4 | GLD:19.3%;TLT:11.7%;IEF:18.4%;MSFT:16.6%;MUB:13.8%;VOO:20.2% | US:62.9;EU:15.6;APAC:10.8;EM:8.5;Other:2.2 | Value:+0.4;Growth:-0.8;Quality:+0.9;Size:+0.7;Momentum:-0.8;LowVol:+0.8 | null | 7 | 30 | 5.3 | trailing 8% | 180 | 24.3 | Bear | 33.5 | 3.79 | 1.2 | 191 | -90 | 16 | 78 | true | Hedge | Buy index puts 1% notional | 8 | -4 | BrokerC | VWAP | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 7 | -47 | 4 | 5 | true | Tax-aware sells next window |
P3235 | Active | IRA | USD | 2025-03-16 | 2,131,043 | 227,498 | 1,903,545 | 1 | 61.3 | 19.4 | 10.3 | 9.1 | GLD:16.8%;QQQ:20.1%;VTI:20.8%;XLF:18.9%;IEF:6.9%;TSLA:16.5% | US:78.4;EU:9.9;APAC:6.9;EM:4.0;Other:0.9 | Value:-0.1;Growth:+0.8;Quality:+0.5;Size:+0.7;Momentum:+0.6;LowVol:+0.6 | MaxPos7%;NoDerivatives | 6 | 30 | 5.6 | trailing 9% | 146 | 20.9 | Bull | 16.9 | 4.28 | 2.8 | 94 | 109 | 100 | 44 | false | Buy | Add to core equity +1% | 29 | 5 | BrokerA | LMT | 96 | null | null | Normal monitoring | 2 | 10 | 129 | 4 | false | Tighten stops on momentum names |
P3236 | Active | 401k | USD | 2024-07-11 | 1,474,738 | 151,906 | 1,322,832 | 1 | 63.1 | 29.6 | 0 | 7.3 | AAPL:26.0%;GLD:26.0%;BND:26.0%;XLF:22.1% | US:65.9;EU:19.6;APAC:7.4;EM:3.5;Other:3.5 | Value:-0.4;Growth:-0.7;Quality:-0.5;Size:+0.5;Momentum:+0.3;LowVol:-0.3 | NoDerivatives | 7 | 35 | 5.6 | trailing 9% | 149 | 26.1 | Sideways | 15.9 | 4.08 | 2.2 | 110 | 9 | 56 | 58 | false | Sell | Trim extended winner -1% | 12 | 15 | BrokerB | MKT | 93 | null | null | Normal monitoring | 103 | -60 | 183 | 3 | false | Tighten stops on momentum names |
P3237 | Active | Trust | USD | 2025-09-22 | 1,915,623 | 223,640 | 1,691,983 | 1 | 55.4 | 27.2 | 11.1 | 6.3 | QQQ:17.6%;MUB:15.1%;TSLA:20.8%;VNQ:17.9%;XLF:7.8%;VOO:20.8% | US:63.4;EU:16.7;APAC:8.9;EM:7.2;Other:3.9 | Value:+0.7;Growth:-0.4;Quality:-0.9;Size:+0.5;Momentum:+0.1;LowVol:-0.6 | NoDerivatives | 6 | 30 | 4.9 | trailing 9% | 155 | 16.3 | Volatile | 22.1 | 5.12 | 4 | 125 | -55 | 36 | 56 | false | Hedge | Add TLT +1% as duration hedge | 21 | -33 | BrokerC | MKT | 91 | null | null | Normal monitoring | 99 | 10 | 208 | 5 | false | Tax-aware sells next window |
P3238 | Active | Taxable | USD | 2024-08-04 | 1,783,189 | 183,180 | 1,600,009 | 1 | 64.9 | 21.9 | 6.6 | 6.7 | MUB:36.1%;TSLA:27.7%;QQQ:36.1% | US:74.3;EU:9.3;APAC:9.3;EM:6.7;Other:0.4 | Value:+0.7;Growth:-0.4;Quality:-0.6;Size:-0.2;Momentum:-0.5;LowVol:+0.5 | MaxPos8%;NoDerivatives | 7 | 25 | 5.8 | trailing 9% | 216 | 25.3 | Volatile | 22.8 | 3.88 | 4.1 | 119 | 37 | 59 | 72 | true | Rebalance | Rebalance back to target bands | -4 | -3 | BrokerC | MKT | 93 | VAR>budget | Reduce | Risk above budget threshold | 7 | -4 | 49 | 5 | false | Increase defensive factor exposure |
P3239 | Active | Roth | USD | 2025-10-06 | 2,127,011 | 186,241 | 1,940,770 | 1.11 | 61.3 | 26.5 | 2.6 | 9.6 | QQQ:26.3%;VNQ:26.3%;BRK.B:26.3%;GLD:21.1% | US:70.6;EU:12.2;APAC:8.1;EM:5.3;Other:3.8 | Value:+0.5;Growth:+0.2;Quality:+0.4;Size:-0.7;Momentum:-1.0;LowVol:+0.5 | MaxPos5% | 5 | 25 | 5.4 | hard 12% | 145 | 26.3 | Sideways | 14.4 | 4.16 | 3.2 | 119 | 37 | 61 | 37 | false | Sell | Trim extended winner -1% | -7 | -9 | BrokerB | LMT | 92 | null | null | Normal monitoring | 13 | 1 | 9 | 5 | false | Monitor dispersion and breadth |
P3240 | Cautious | 401k | USD | 2024-10-30 | 418,902 | 41,251 | 377,651 | 1 | 52.7 | 33.5 | 1.9 | 11.8 | AAPL:33.3%;XLF:33.3%;IEF:33.3% | US:69.4;EU:11.3;APAC:11.3;EM:7.9;Other:0.1 | Value:-0.3;Growth:-0.1;Quality:+0.3;Size:-0.8;Momentum:+0.8;LowVol:0.0 | NoMargin | 5 | 35 | 5.2 | trailing 8% | 167 | 14 | Sideways | 15.3 | 4.72 | 2.1 | 103 | 45 | 73 | 38 | false | Sell | Trim extended winner -1% | 12 | -39 | BrokerC | LMT | 100 | null | null | Normal monitoring | 88 | 17 | 190 | 3 | false | Tax-aware sells next window |
P3241 | Active | Roth | USD | 2025-06-06 | 1,264,726 | 94,844 | 1,169,882 | 1.07 | 57 | 22.7 | 15.1 | 5.2 | IEF:21.5%;VTI:18.9%;QQQ:21.5%;TLT:19.6%;AMZN:18.4% | US:69.5;EU:7.2;APAC:6.9;EM:13.5;Other:2.8 | Value:-0.3;Growth:+0.9;Quality:+0.9;Size:-0.3;Momentum:-0.0;LowVol:0.0 | null | 10 | 25 | 5.3 | hard 12% | 212 | 21.3 | Bull | 15 | 4.84 | 2.9 | 76 | 101 | 100 | 41 | false | Buy | Add to core equity +1% | 11 | -40 | BrokerC | MKT | 92 | null | null | Normal monitoring | 118 | -40 | 101 | 5 | false | Tighten stops on momentum names |
P3242 | Opportunistic | Taxable | USD | 2024-10-09 | 697,751 | 49,281 | 648,470 | 1.15 | 73.5 | 15.9 | 3.9 | 6.7 | HYG:21.5%;BRK.B:21.3%;QQQ:7.7%;IEF:21.5%;XLF:10.5%;TSLA:17.5% | US:72.5;EU:10.4;APAC:8.5;EM:7.0;Other:1.6 | Value:+0.2;Growth:-0.1;Quality:-0.4;Size:+0.7;Momentum:+0.6;LowVol:-0.4 | NoDerivatives | 7 | 25 | 5.5 | trailing 9% | 171 | 30.3 | Sideways | 17.6 | 4.97 | 2.2 | 121 | -17 | 52 | 51 | false | Rebalance | Shift +1% to bonds from equity | 25 | -8 | BrokerC | MKT | 88 | null | null | Normal monitoring | -48 | -43 | 40 | 3 | false | Monitor dispersion and breadth |
P3243 | Opportunistic | Taxable | USD | 2025-04-09 | 382,649 | 28,799 | 353,850 | 1 | 69.2 | 19.7 | 4.2 | 7 | VTI:33.3%;VOO:33.3%;GLD:33.3% | US:71.3;EU:14.8;APAC:6.7;EM:4.9;Other:2.2 | Value:-0.4;Growth:-0.5;Quality:-0.9;Size:-0.5;Momentum:-0.5;LowVol:-0.7 | MaxPos5% | 5 | 25 | 5 | hard 12% | 176 | 26.1 | Bear | 30.1 | 3.01 | 2.9 | 219 | 10 | 42 | 73 | true | Rebalance | Rebalance back to target bands | -2 | 11 | BrokerB | MKT | 90 | VAR>budget | TightenStops | Risk above budget threshold | 1 | -13 | 66 | 5 | false | Tax-aware sells next window |
P3244 | Active | Roth | USD | 2024-10-06 | 858,994 | 85,872 | 773,122 | 1.2 | 65.3 | 27.3 | 0 | 7.4 | IEF:11.4%;QQQ:22.6%;VTI:11.1%;AMZN:22.6%;MSFT:9.7%;BRK.B:22.6% | US:69.6;EU:17.0;APAC:7.2;EM:3.0;Other:3.2 | Value:-0.1;Growth:-0.4;Quality:+0.6;Size:+0.4;Momentum:-0.6;LowVol:+0.9 | MaxPos8%;NoDerivatives | 10 | 35 | 5 | trailing 8% | 153 | 21.6 | Bull | 12.4 | 4.51 | 3 | 106 | 119 | 100 | 51 | false | Rebalance | Shift +1% to bonds from equity | 15 | 12 | BrokerD | LMT | 99 | null | null | Normal monitoring | -37 | -5 | -41 | 3 | false | Monitor dispersion and breadth |
P3245 | Hands-off | Taxable | USD | 2025-07-30 | 340,495 | 24,007 | 316,488 | 1 | 64.8 | 25.6 | 0 | 9.6 | AMZN:33.3%;BRK.B:33.3%;QQQ:33.3% | US:61.0;EU:11.6;APAC:16.2;EM:11.1;Other:0.1 | Value:+1.0;Growth:-0.4;Quality:+0.6;Size:-0.1;Momentum:-0.4;LowVol:-0.9 | ESGOnly;MaxPos5% | 6 | 25 | 5.3 | trailing 8% | 107 | 12.3 | Volatile | 23.3 | 3.51 | 2.7 | 161 | 37 | 53 | 66 | false | NoAction | Within bands; monitor | 8 | -17 | BrokerC | MKT | 0 | null | null | Normal monitoring | 81 | -15 | 157 | 4 | false | Increase defensive factor exposure |
P3246 | Hands-off | IRA | USD | 2024-11-29 | 459,042 | 24,333 | 434,709 | 1 | 64.3 | 19.6 | 9.1 | 7 | GLD:18.6%;VOO:21.6%;VNQ:19.6%;AMZN:21.6%;TSLA:8.9%;MSFT:9.7% | US:67.5;EU:12.9;APAC:8.0;EM:11.3;Other:0.3 | Value:-0.5;Growth:-0.7;Quality:-0.1;Size:+1.0;Momentum:+0.9;LowVol:+0.5 | MaxPos8% | 10 | 30 | 4.8 | trailing 8% | 100 | 17.2 | Bear | 30.1 | 3.55 | 2 | 195 | 3 | 55 | 71 | true | Hedge | Buy index puts 1% notional | 8 | -11 | BrokerB | LMT | 97 | VAR>budget | Hedge | Risk above budget threshold | 108 | -7 | 185 | 3 | false | Tighten stops on momentum names |
P3247 | Hands-off | Taxable | USD | 2025-03-23 | 451,747 | 21,323 | 430,424 | 1 | 66.5 | 26.1 | 0 | 7.4 | AAPL:28.5%;TLT:28.5%;BND:14.6%;MUB:28.5% | US:69.5;EU:15.1;APAC:5.5;EM:6.7;Other:3.2 | Value:+0.9;Growth:+0.2;Quality:+0.3;Size:+0.2;Momentum:-0.8;LowVol:-0.9 | ESGOnly;MaxPos5% | 5 | 35 | 5 | trailing 8% | 140 | 14.7 | Bull | 11.6 | 4.75 | 2.9 | 115 | 30 | 71 | 48 | false | Rebalance | Shift +1% to bonds from equity | -8 | 15 | BrokerC | MKT | 91 | null | null | Normal monitoring | 39 | 18 | 162 | 4 | false | Within IPS guidelines |
P3248 | Systematic | IRA | USD | 2025-06-23 | 1,588,553 | 136,161 | 1,452,392 | 1 | 58.1 | 21.1 | 14.5 | 6.3 | BND:18.5%;BRK.B:14.8%;MUB:12.2%;AAPL:12.5%;TLT:21.7%;MSFT:20.4% | US:55.3;EU:18.1;APAC:11.4;EM:13.1;Other:2.1 | Value:+0.8;Growth:+0.5;Quality:+0.8;Size:+0.8;Momentum:+0.4;LowVol:-0.3 | NoDerivatives | 6 | 35 | 4.6 | trailing 9% | 196 | 20 | Sideways | 17.5 | 4.64 | 2.6 | 117 | -5 | 36 | 55 | false | Buy | Add to core equity +1% | 32 | -16 | BrokerA | LMT | 92 | null | null | Normal monitoring | 118 | -8 | 170 | 5 | false | Increase defensive factor exposure |
P3249 | Active | Trust | USD | 2024-09-17 | 1,519,023 | 91,259 | 1,427,764 | 1 | 53.2 | 26 | 12.1 | 8.7 | MUB:18.2%;XLF:27.3%;AAPL:27.3%;GLD:27.3% | US:71.4;EU:12.0;APAC:7.2;EM:4.4;Other:4.9 | Value:-0.9;Growth:+0.2;Quality:+0.5;Size:+0.1;Momentum:-0.5;LowVol:-0.6 | MaxPos6% | 5 | 25 | 4.8 | trailing 8% | 218 | 23.3 | Sideways | 19.2 | 3.85 | 2.3 | 118 | 16 | 57 | 40 | false | Hedge | Add TLT +1% as duration hedge | 4 | -6 | BrokerB | MKT | 90 | null | null | Normal monitoring | 16 | -4 | -19 | 3 | false | Increase defensive factor exposure |
P3250 | Cautious | Trust | USD | 2025-11-24 | 575,234 | 50,080 | 525,154 | 1 | 44.9 | 41.6 | 0 | 13.4 | VTI:22.6%;AAPL:16.5%;IEF:16.7%;QQQ:22.6%;HYG:21.5% | US:69.2;EU:10.3;APAC:11.9;EM:3.7;Other:4.9 | Value:+0.6;Growth:+0.9;Quality:+0.2;Size:-0.3;Momentum:+0.9;LowVol:+0.5 | ESGOnly;MaxPos7%;NoMargin | 8 | 30 | 5.1 | trailing 8% | 156 | 12.4 | Bear | 24.7 | 3.21 | 1.6 | 154 | -50 | 29 | 62 | false | NoAction | Within bands; monitor | -2 | 11 | BrokerA | LMT | 88 | null | null | Normal monitoring | -21 | -33 | 75 | 3 | false | Tax-aware sells next window |
P3251 | Hands-off | 401k | USD | 2024-07-12 | 519,628 | 45,909 | 473,719 | 1 | 57 | 23.1 | 14.8 | 5.1 | BRK.B:35.4%;IEF:29.2%;AAPL:35.4% | US:70.2;EU:10.1;APAC:9.3;EM:7.4;Other:3.0 | Value:-0.4;Growth:-0.1;Quality:-0.8;Size:-0.3;Momentum:-0.7;LowVol:+0.3 | ESGOnly;NoDerivatives | 5 | 25 | 5.3 | trailing 8% | 100 | 15.7 | Bull | 14.1 | 4.92 | 2.6 | 85 | 118 | 100 | 48 | true | Hedge | Buy index puts 1% notional | 18 | 1 | BrokerD | LMT | 93 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 12 | 4 | 139 | 2 | false | Tax-aware sells next window |
P3252 | Active | Taxable | USD | 2024-12-13 | 790,822 | 79,357 | 711,465 | 1 | 69.4 | 21.8 | 0 | 8.8 | BND:21.5%;VTI:10.4%;HYG:22.7%;XLF:22.7%;MUB:22.7% | US:62.3;EU:15.3;APAC:11.9;EM:8.7;Other:1.8 | Value:-0.2;Growth:+0.5;Quality:+0.3;Size:-0.8;Momentum:+0.9;LowVol:-0.5 | MaxPos5%;NoDerivatives | 5 | 30 | 5.6 | trailing 8% | 215 | 16.2 | Bear | 31.2 | 4.47 | 2.5 | 171 | 32 | 67 | 78 | true | Hedge | Buy index puts 1% notional | 21 | -26 | BrokerA | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 18 | -56 | 114 | 5 | false | Monitor dispersion and breadth |
P3253 | Active | IRA | USD | 2025-06-22 | 649,429 | 53,069 | 596,360 | 1 | 64 | 26.4 | 0 | 9.6 | TLT:14.5%;HYG:28.5%;TSLA:28.5%;VTI:28.5% | US:59.5;EU:21.5;APAC:7.7;EM:10.2;Other:1.1 | Value:-0.1;Growth:0.0;Quality:-0.7;Size:-0.1;Momentum:+0.5;LowVol:+0.9 | MaxPos6% | 5 | 35 | 4.7 | trailing 9% | 195 | 27.8 | Sideways | 19.4 | 4.31 | 2.3 | 108 | 34 | 64 | 60 | false | Hedge | Add TLT +1% as duration hedge | 13 | 0 | BrokerB | VWAP | 93 | null | null | Normal monitoring | -38 | -38 | 89 | 4 | false | Monitor dispersion and breadth |
P3254 | Active | IRA | USD | 2025-08-03 | 2,166,513 | 191,029 | 1,975,484 | 1.2 | 63.7 | 29.3 | 1.1 | 5.9 | TSLA:22.9%;AAPL:28.0%;GLD:21.2%;VTI:28.0% | US:62.8;EU:18.0;APAC:11.0;EM:5.2;Other:3.0 | Value:-0.8;Growth:+0.1;Quality:+0.9;Size:+0.5;Momentum:-0.1;LowVol:-0.4 | NoDerivatives | 5 | 35 | 4.4 | trailing 8% | 187 | 23.9 | Bull | 15.6 | 4.7 | 2.5 | 78 | 17 | 43 | 59 | true | Hedge | Buy index puts 1% notional | -8 | 2 | BrokerD | MKT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 3 | -55 | -9 | 4 | false | Tighten stops on momentum names |
P3255 | Hands-off | IRA | USD | 2025-04-14 | 198,902 | 19,654 | 179,248 | 1 | 66.6 | 26.9 | 0.2 | 6.3 | HYG:15.2%;XLF:9.8%;BRK.B:20.9%;BND:20.9%;MSFT:12.4%;GLD:20.9% | US:54.8;EU:17.2;APAC:12.0;EM:11.3;Other:4.7 | Value:-0.8;Growth:-0.1;Quality:-0.2;Size:+1.0;Momentum:+0.3;LowVol:+0.3 | ESGOnly;MaxPos6%;NoDerivatives | 7 | 30 | 4.5 | trailing 8% | 123 | 19.1 | Sideways | 17.6 | 4.61 | 3.1 | 101 | 0 | 55 | 54 | false | Rebalance | Shift +1% to bonds from equity | -5 | -10 | BrokerA | MKT | 96 | null | null | Normal monitoring | -35 | -24 | -28 | 4 | false | Monitor dispersion and breadth |
P3256 | Active | 401k | USD | 2025-08-24 | 874,076 | 62,986 | 811,090 | 1 | 67.5 | 22.1 | 5 | 5.4 | BRK.B:25.2%;QQQ:25.2%;VTI:25.2%;TSLA:24.3% | US:64.5;EU:20.7;APAC:9.0;EM:4.0;Other:1.8 | Value:-0.5;Growth:-0.9;Quality:-0.0;Size:+0.9;Momentum:+0.5;LowVol:-0.7 | MaxPos5% | 10 | 35 | 5.6 | trailing 8% | 195 | 20.6 | Volatile | 23.4 | 4.37 | 3.5 | 110 | 28 | 67 | 63 | false | Buy | Add to core equity +1% | 18 | -20 | BrokerD | LMT | 94 | null | null | Normal monitoring | 25 | 14 | 108 | 4 | false | Tighten stops on momentum names |
P3257 | Cautious | Roth | USD | 2025-08-07 | 466,380 | 41,845 | 424,535 | 1 | 43.9 | 40.7 | 0 | 15.4 | TSLA:30.8%;MSFT:30.8%;BND:20.6%;TLT:17.8% | US:70.8;EU:7.9;APAC:12.2;EM:7.5;Other:1.5 | Value:-0.7;Growth:-1.0;Quality:-0.5;Size:+0.1;Momentum:+1.0;LowVol:+0.9 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 5.7 | trailing 8% | 145 | 14.5 | Volatile | 24.8 | 5.45 | 2.7 | 180 | -23 | 43 | 63 | false | NoAction | Within bands; monitor | 28 | 3 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 9 | -27 | -4 | 5 | false | Tighten stops on momentum names |
P3258 | Cautious | IRA | USD | 2025-02-01 | 585,788 | 84,691 | 501,097 | 1 | 36.5 | 31 | 16.9 | 15.7 | XLF:16.6%;IEF:20.6%;MSFT:22.6%;BRK.B:22.6%;VTI:17.7% | US:67.9;EU:14.2;APAC:11.5;EM:3.5;Other:2.9 | Value:+0.9;Growth:-0.6;Quality:-0.9;Size:-0.3;Momentum:-0.2;LowVol:-0.6 | NoDerivatives;NoMargin | 6 | 25 | 4.2 | hard 10% | 138 | 19.9 | Bear | 22.1 | 3.41 | 1.5 | 136 | 23 | 62 | 40 | false | Buy | Add to core equity +1% | 13 | 14 | BrokerA | MKT | 98 | null | null | Normal monitoring | 99 | 9 | 80 | 3 | false | Monitor dispersion and breadth |
P3259 | Opportunistic | IRA | USD | 2024-11-09 | 1,308,823 | 116,829 | 1,191,994 | 1 | 60.5 | 15.9 | 18.2 | 5.3 | QQQ:26.2%;TLT:19.2%;MSFT:27.3%;BND:27.3% | US:65.3;EU:12.3;APAC:12.5;EM:7.7;Other:2.2 | Value:-0.7;Growth:+0.7;Quality:+0.1;Size:+0.8;Momentum:+0.5;LowVol:+0.6 | NoDerivatives | 8 | 25 | 6.2 | trailing 7% | 224 | 23.6 | Sideways | 20.4 | 3.51 | 2.2 | 116 | 26 | 57 | 50 | false | Buy | Add to core equity +1% | 33 | -21 | BrokerC | MKT | 100 | null | null | Normal monitoring | 97 | 9 | 166 | 4 | false | Within IPS guidelines |
P3260 | Active | Taxable | USD | 2025-07-04 | 1,101,436 | 79,965 | 1,021,471 | 1 | 54.7 | 22 | 17 | 6.3 | AMZN:33.3%;IEF:33.3%;TSLA:33.3% | US:68.4;EU:16.2;APAC:9.3;EM:4.1;Other:2.0 | Value:-0.5;Growth:+0.8;Quality:-0.4;Size:-0.4;Momentum:+0.4;LowVol:+0.5 | null | 5 | 30 | 5.8 | trailing 9% | 120 | 21 | Bull | 12.9 | 4.59 | 2.5 | 83 | 68 | 99 | 42 | false | Hedge | Add TLT +1% as duration hedge | -2 | 13 | BrokerB | LMT | 95 | null | null | Normal monitoring | 105 | 4 | 73 | 5 | false | Tighten stops on momentum names |
P3261 | Cautious | Trust | USD | 2024-12-15 | 267,035 | 28,602 | 238,433 | 1 | 42.5 | 36.7 | 5.2 | 15.6 | TLT:17.1%;GLD:19.7%;XLF:13.2%;BND:16.4%;BRK.B:20.7%;QQQ:13.1% | US:64.7;EU:12.3;APAC:12.5;EM:10.3;Other:0.2 | Value:+0.4;Growth:+0.3;Quality:-0.8;Size:-0.2;Momentum:-0.0;LowVol:+0.9 | ESGOnly;NoMargin | 5 | 30 | 4.7 | trailing 8% | 137 | 16.7 | Bull | 17.4 | 4.68 | 2 | 114 | 22 | 60 | 37 | false | Rebalance | Shift +1% to bonds from equity | 18 | -6 | BrokerB | MKT | 95 | null | null | Normal monitoring | -33 | -43 | -68 | 4 | false | Tax-aware sells next window |
P3262 | Cautious | IRA | USD | 2025-02-26 | 215,236 | 28,470 | 186,766 | 1 | 47 | 33.6 | 6 | 13.4 | AAPL:23.6%;BND:22.1%;VTI:22.4%;BRK.B:15.6%;IEF:16.3% | US:60.6;EU:17.9;APAC:13.5;EM:7.2;Other:0.8 | Value:+0.3;Growth:+0.6;Quality:-0.2;Size:-0.3;Momentum:+0.4;LowVol:-0.5 | NoMargin | 6 | 25 | 3.3 | hard 10% | 144 | 13.7 | Sideways | 21.4 | 3.51 | 3 | 123 | 6 | 62 | 45 | false | Buy | Add to core equity +1% | -7 | -11 | BrokerC | MKT | 91 | null | null | Normal monitoring | -50 | -52 | 10 | 3 | false | Monitor dispersion and breadth |
P3263 | Cautious | Trust | USD | 2025-02-09 | 268,940 | 37,558 | 231,382 | 1 | 35.7 | 44 | 4.1 | 16.3 | MSFT:33.3%;XLF:33.3%;TSLA:33.3% | US:66.8;EU:11.0;APAC:12.5;EM:9.4;Other:0.3 | Value:+0.2;Growth:-0.9;Quality:+0.5;Size:+0.9;Momentum:-0.9;LowVol:+0.8 | ESGOnly;MaxPos7%;NoMargin | 8 | 30 | 3.8 | trailing 8% | 107 | 12.4 | Bear | 22.5 | 3.26 | 2.4 | 141 | 14 | 43 | 49 | false | Buy | Add to core equity +1% | 35 | -17 | BrokerD | MKT | 99 | null | null | Normal monitoring | 14 | 3 | 102 | 3 | false | Within IPS guidelines |
P3264 | Active | 401k | USD | 2025-05-04 | 1,177,249 | 132,204 | 1,045,045 | 1 | 61.1 | 21.3 | 12 | 5.5 | MUB:22.4%;TLT:22.4%;QQQ:22.4%;GLD:22.4%;AMZN:10.5% | US:70.1;EU:10.6;APAC:10.5;EM:6.9;Other:1.9 | Value:+0.1;Growth:-0.3;Quality:+0.6;Size:+0.4;Momentum:+0.8;LowVol:+0.1 | MaxPos5% | 5 | 25 | 5.5 | trailing 8% | 135 | 21.2 | Sideways | 17.3 | 4.1 | 2.6 | 135 | 2 | 66 | 55 | true | Hedge | Buy index puts 1% notional | -12 | -17 | BrokerC | MKT | 99 | VAR>budget | Reduce | Risk above budget threshold | -28 | -47 | 108 | 3 | false | Tax-aware sells next window |
P3265 | Hands-off | Roth | USD | 2025-11-16 | 191,236 | 18,718 | 172,518 | 1 | 67.8 | 22.2 | 4.8 | 5.3 | VTI:25.0%;IEF:25.0%;HYG:25.0%;XLF:25.0% | US:75.8;EU:7.5;APAC:11.0;EM:3.9;Other:1.9 | Value:0.0;Growth:+0.7;Quality:-0.0;Size:+0.4;Momentum:-0.8;LowVol:+0.4 | ESGOnly;MaxPos7% | 8 | 35 | 5.2 | hard 10% | 167 | 16.9 | Volatile | 29.9 | 4.12 | 3.8 | 113 | 49 | 72 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | -30 | BrokerD | MKT | 94 | RegimeShift | Pause | Volatility spike and breadth deterioration | 33 | -42 | 104 | 2 | false | Within IPS guidelines |
P3266 | Cautious | Roth | USD | 2025-04-22 | 875,904 | 90,250 | 785,654 | 1 | 38.8 | 43.9 | 0 | 17.3 | VTI:33.3%;TLT:33.3%;IEF:33.3% | US:68.9;EU:12.3;APAC:5.5;EM:9.4;Other:3.9 | Value:-0.6;Growth:+0.1;Quality:+0.5;Size:-0.4;Momentum:+0.5;LowVol:+0.9 | MaxPos7%;NoMargin | 6 | 35 | 3.9 | trailing 8% | 169 | 16 | Bear | 22.6 | 3.63 | 1.5 | 187 | -79 | 20 | 51 | false | Hedge | Add TLT +1% as duration hedge | 5 | 13 | BrokerB | VWAP | 94 | null | null | Normal monitoring | 58 | -10 | 79 | 3 | false | Tax-aware sells next window |
P3267 | Hands-off | Taxable | USD | 2024-10-12 | 240,623 | 17,960 | 222,663 | 1 | 64.7 | 19.1 | 10.2 | 6 | AAPL:22.7%;MUB:22.7%;VNQ:19.6%;BND:22.3%;QQQ:12.8% | US:69.3;EU:14.2;APAC:13.4;EM:2.9;Other:0.2 | Value:-0.6;Growth:+0.8;Quality:-0.2;Size:+0.6;Momentum:+0.2;LowVol:-0.4 | MaxPos5%;NoDerivatives | 7 | 25 | 5.2 | trailing 10% | 110 | 19.4 | Bear | 32.7 | 3.88 | 2.8 | 215 | 7 | 55 | 94 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -30 | BrokerA | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | -31 | -53 | 63 | 5 | false | Increase defensive factor exposure |
P3268 | Opportunistic | 401k | USD | 2025-03-01 | 1,679,292 | 78,123 | 1,601,169 | 1 | 71.1 | 18.2 | 3.7 | 7 | XLF:26.1%;BRK.B:26.1%;BND:14.8%;AMZN:15.7%;QQQ:17.4% | US:63.1;EU:14.9;APAC:12.8;EM:7.6;Other:1.6 | Value:+0.9;Growth:+0.6;Quality:-0.0;Size:-0.6;Momentum:-0.5;LowVol:-0.0 | MaxPos6% | 6 | 25 | 5.3 | trailing 9% | 231 | 31.4 | Sideways | 21 | 3.57 | 3 | 131 | 47 | 88 | 56 | false | Sell | Trim extended winner -1% | 31 | 0 | BrokerD | MKT | 90 | null | null | Normal monitoring | -1 | -32 | 39 | 5 | false | Monitor dispersion and breadth |
P3269 | Active | IRA | USD | 2025-11-18 | 1,336,793 | 108,770 | 1,228,023 | 1 | 61.7 | 25.3 | 5.2 | 7.7 | VTI:28.0%;BRK.B:28.0%;XLF:16.0%;QQQ:28.0% | US:69.6;EU:9.2;APAC:7.2;EM:11.3;Other:2.6 | Value:-0.1;Growth:-0.6;Quality:+1.0;Size:-0.5;Momentum:+0.9;LowVol:-0.0 | NoDerivatives | 6 | 25 | 5.5 | trailing 9% | 164 | 24.2 | Bull | 14.3 | 4.53 | 2.7 | 71 | 87 | 87 | 55 | false | Sell | Trim extended winner -1% | 4 | -29 | BrokerA | MKT | 96 | null | null | Normal monitoring | -20 | -16 | -44 | 4 | false | Increase defensive factor exposure |
P3270 | Cautious | Taxable | USD | 2024-11-08 | 850,155 | 86,297 | 763,858 | 1 | 46.5 | 36.3 | 0 | 17.2 | TLT:34.5%;TSLA:34.5%;BND:31.0% | US:72.3;EU:8.4;APAC:8.3;EM:8.1;Other:2.9 | Value:-0.3;Growth:0.0;Quality:-0.5;Size:-0.6;Momentum:-0.1;LowVol:+0.2 | NoMargin | 8 | 30 | 3.8 | hard 10% | 124 | 13 | Volatile | 29.3 | 5.34 | 3 | 116 | 20 | 52 | 76 | true | Hedge | Buy index puts 1% notional | -4 | 11 | BrokerA | MKT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 59 | -15 | 44 | 5 | true | Monitor dispersion and breadth |
P3271 | Active | IRA | USD | 2024-10-17 | 1,098,769 | 78,903 | 1,019,866 | 1 | 57.8 | 21.9 | 14 | 6.3 | BRK.B:22.2%;MSFT:19.5%;VOO:14.8%;MUB:12.9%;IEF:8.5%;QQQ:22.2% | US:67.7;EU:14.2;APAC:10.4;EM:5.3;Other:2.5 | Value:0.0;Growth:-1.0;Quality:-0.7;Size:+0.9;Momentum:-0.1;LowVol:+0.6 | MaxPos6% | 5 | 25 | 5.7 | trailing 9% | 202 | 24 | Sideways | 15.5 | 4.23 | 2.7 | 101 | -20 | 26 | 51 | false | NoAction | Within bands; monitor | 34 | -35 | BrokerC | VWAP | 93 | null | null | Normal monitoring | -46 | -11 | 40 | 4 | false | Tighten stops on momentum names |
P3272 | Cautious | 401k | USD | 2024-09-15 | 174,818 | 21,548 | 153,270 | 1 | 39.9 | 36.3 | 8.9 | 14.8 | VNQ:20.5%;AMZN:22.4%;BRK.B:22.4%;MUB:12.4%;TLT:22.4% | US:62.4;EU:10.7;APAC:14.3;EM:11.9;Other:0.8 | Value:+0.2;Growth:+0.5;Quality:-1.0;Size:-0.3;Momentum:+0.5;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 4.9 | hard 10% | 106 | 14 | Bear | 33.5 | 4.12 | 2.2 | 197 | 38 | 72 | 78 | true | Rebalance | Rebalance back to target bands | 9 | -4 | BrokerA | MKT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 39 | -50 | 48 | 4 | false | Increase defensive factor exposure |
P3273 | Opportunistic | Taxable | USD | 2025-07-20 | 520,845 | 34,083 | 486,762 | 1 | 62.8 | 19.4 | 9 | 8.8 | MUB:33.3%;TSLA:33.3%;AMZN:33.3% | US:68.7;EU:14.1;APAC:9.9;EM:6.5;Other:0.8 | Value:-0.7;Growth:+0.8;Quality:-0.9;Size:+0.4;Momentum:+0.5;LowVol:+0.7 | MaxPos5%;NoDerivatives | 8 | 35 | 5.7 | trailing 7% | 203 | 24.5 | Bull | 12.2 | 4.04 | 2.9 | 104 | 71 | 73 | 36 | false | NoAction | Within bands; monitor | -10 | 2 | BrokerB | MKT | 0 | null | null | Normal monitoring | 104 | -56 | 193 | 5 | false | Tighten stops on momentum names |
P3274 | Active | Taxable | USD | 2024-12-11 | 1,546,668 | 102,833 | 1,443,835 | 1.08 | 56.2 | 26.4 | 12.2 | 5.2 | VOO:33.3%;VTI:33.3%;AAPL:33.3% | US:72.5;EU:6.3;APAC:7.7;EM:9.3;Other:4.2 | Value:+0.5;Growth:-0.4;Quality:-1.0;Size:-0.5;Momentum:-0.4;LowVol:+0.4 | MaxPos5% | 7 | 35 | 5.7 | trailing 9% | 179 | 22 | Volatile | 28.5 | 3.93 | 2.3 | 125 | 24 | 57 | 78 | true | Rebalance | Rebalance back to target bands | 2 | 1 | BrokerB | MKT | 100 | VAR>budget | TightenStops | Risk above budget threshold | 60 | 1 | 113 | 5 | false | Within IPS guidelines |
P3275 | Opportunistic | Roth | USD | 2025-04-08 | 1,687,268 | 104,787 | 1,582,481 | 1 | 69.6 | 13.4 | 11.9 | 5.1 | BND:24.7%;XLF:17.8%;HYG:24.7%;AAPL:14.1%;QQQ:18.6% | US:62.7;EU:10.5;APAC:14.2;EM:7.5;Other:5.1 | Value:+0.1;Growth:-0.5;Quality:+0.6;Size:-0.6;Momentum:-0.3;LowVol:-0.6 | NoDerivatives | 8 | 25 | 6.2 | hard 12% | 211 | 35 | Volatile | 30.8 | 3.63 | 4 | 146 | -56 | 27 | 90 | true | Hedge | Buy index puts 1% notional | 6 | 7 | BrokerD | LMT | 93 | VAR>budget | Hedge | Risk above budget threshold | -30 | -48 | 44 | 4 | false | Monitor dispersion and breadth |
P3276 | Hands-off | Roth | USD | 2024-12-26 | 155,409 | 11,131 | 144,278 | 1 | 67.2 | 17 | 9.4 | 6.3 | AAPL:12.7%;TLT:22.3%;VNQ:22.3%;HYG:22.3%;BRK.B:10.6%;QQQ:9.8% | US:64.0;EU:11.8;APAC:11.1;EM:8.8;Other:4.2 | Value:+0.2;Growth:-0.6;Quality:+0.2;Size:-0.7;Momentum:+0.9;LowVol:+0.1 | MaxPos8%;NoDerivatives | 6 | 35 | 4.5 | trailing 8% | 162 | 14.4 | Bull | 12.8 | 4.94 | 3.3 | 102 | 61 | 65 | 48 | false | Buy | Add to core equity +1% | 18 | 14 | BrokerB | LMT | 90 | null | null | Normal monitoring | 119 | -55 | 124 | 4 | false | Within IPS guidelines |
P3277 | Hands-off | 401k | USD | 2024-07-06 | 432,333 | 31,752 | 400,581 | 1 | 71.2 | 15.9 | 6.4 | 6.5 | VNQ:36.2%;QQQ:36.2%;TSLA:27.7% | US:74.3;EU:5.6;APAC:13.3;EM:6.8;Other:0.1 | Value:+0.7;Growth:+0.1;Quality:+0.7;Size:-0.1;Momentum:+0.3;LowVol:-0.0 | ESGOnly | 8 | 35 | 5.8 | trailing 8% | 147 | 15.1 | Bull | 11.4 | 4.36 | 2.6 | 70 | 66 | 71 | 41 | false | Buy | Add to core equity +1% | 14 | -38 | BrokerD | VWAP | 98 | null | null | Normal monitoring | -37 | -39 | -26 | 5 | false | Tax-aware sells next window |
P3278 | Cautious | Trust | USD | 2024-10-13 | 512,460 | 65,247 | 447,213 | 1 | 50.5 | 31.5 | 7.1 | 10.9 | TLT:17.7%;QQQ:20.1%;IEF:31.1%;HYG:31.1% | US:64.6;EU:13.1;APAC:11.6;EM:8.5;Other:2.1 | Value:-0.3;Growth:-0.6;Quality:-1.0;Size:-0.8;Momentum:+0.1;LowVol:-0.9 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 10 | 30 | 5.3 | trailing 10% | 140 | 13.8 | Bull | 17.9 | 3.82 | 3 | 87 | 31 | 76 | 41 | false | Rebalance | Shift +1% to bonds from equity | 27 | 13 | BrokerC | MKT | 92 | null | null | Normal monitoring | 3 | -39 | 108 | 5 | false | Tax-aware sells next window |
P3279 | Hands-off | 401k | USD | 2024-10-20 | 652,556 | 40,980 | 611,576 | 1 | 56.9 | 20.9 | 13.2 | 9 | BND:33.3%;HYG:33.3%;BRK.B:33.3% | US:63.6;EU:17.2;APAC:10.3;EM:8.4;Other:0.5 | Value:-0.9;Growth:-0.3;Quality:+0.1;Size:-0.6;Momentum:0.0;LowVol:+0.4 | null | 6 | 35 | 4.6 | hard 10% | 138 | 14.1 | Bear | 28.5 | 3.85 | 2.3 | 219 | -64 | 16 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -37 | BrokerA | MKT | 99 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 46 | -14 | 63 | 5 | false | Tighten stops on momentum names |
P3280 | Cautious | 401k | USD | 2025-03-10 | 447,902 | 48,275 | 399,627 | 1 | 37.1 | 30.4 | 20.6 | 11.8 | GLD:19.3%;QQQ:23.3%;AAPL:10.9%;MSFT:23.3%;HYG:23.3% | US:67.4;EU:9.5;APAC:18.2;EM:3.9;Other:1.0 | Value:-0.5;Growth:-0.1;Quality:-0.4;Size:+0.1;Momentum:-0.2;LowVol:-0.4 | MaxPos7%;NoMargin | 8 | 35 | 3.3 | trailing 10% | 153 | 12.9 | Bull | 14.3 | 4.36 | 2.4 | 99 | 22 | 63 | 34 | false | Sell | Trim extended winner -1% | 4 | -22 | BrokerB | LMT | 86 | null | null | Normal monitoring | -6 | -54 | 1 | 4 | false | Tax-aware sells next window |
P3281 | Active | Taxable | USD | 2024-07-20 | 930,450 | 99,602 | 830,848 | 1 | 51.4 | 31.6 | 7.3 | 9.8 | XLF:33.3%;QQQ:33.3%;VNQ:33.3% | US:64.9;EU:13.6;APAC:11.0;EM:6.8;Other:3.7 | Value:-0.5;Growth:+1.0;Quality:-0.8;Size:-0.3;Momentum:+0.4;LowVol:-0.9 | NoDerivatives | 6 | 35 | 4.1 | trailing 9% | 192 | 17.4 | Volatile | 20.1 | 4.46 | 2.3 | 114 | 67 | 83 | 44 | false | Rebalance | Shift +1% to bonds from equity | 23 | -11 | BrokerD | LMT | 97 | null | null | Normal monitoring | 60 | -32 | 105 | 5 | false | Tax-aware sells next window |
P3282 | Systematic | IRA | USD | 2025-03-02 | 1,662,215 | 91,306 | 1,570,909 | 1 | 68.5 | 26.3 | 0 | 5.3 | AAPL:15.7%;IEF:18.4%;XLF:23.1%;BND:19.7%;TSLA:23.1% | US:69.0;EU:15.6;APAC:5.1;EM:10.3;Other:0.0 | Value:0.0;Growth:-0.5;Quality:+0.2;Size:+0.5;Momentum:+1.0;LowVol:+0.7 | MaxPos5% | 10 | 30 | 5.6 | trailing 9% | 214 | 27.7 | Bear | 32.4 | 4.19 | 2.5 | 151 | -45 | 31 | 90 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | -40 | BrokerB | MKT | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 98 | -56 | 89 | 2 | false | Monitor dispersion and breadth |
P3283 | Hands-off | Roth | USD | 2025-08-15 | 403,228 | 21,022 | 382,206 | 1 | 68.8 | 25.3 | 0 | 5.9 | IEF:33.3%;BRK.B:33.3%;TSLA:33.3% | US:68.8;EU:14.8;APAC:7.3;EM:7.1;Other:2.0 | Value:-0.5;Growth:+1.0;Quality:-0.5;Size:+0.3;Momentum:+0.9;LowVol:+0.7 | ESGOnly;MaxPos6% | 10 | 30 | 3.3 | trailing 10% | 133 | 12.5 | Volatile | 24.8 | 4.42 | 2.9 | 180 | -17 | 56 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -27 | BrokerB | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -9 | -2 | 71 | 4 | false | Monitor dispersion and breadth |
P3284 | Cautious | Roth | USD | 2024-12-28 | 715,934 | 75,693 | 640,241 | 1 | 36.3 | 33.9 | 17.2 | 12.6 | XLF:6.3%;TSLA:21.5%;VTI:21.5%;AMZN:21.5%;IEF:18.5%;QQQ:10.6% | US:77.3;EU:5.7;APAC:7.0;EM:5.7;Other:4.3 | Value:+0.6;Growth:-0.8;Quality:+0.1;Size:-0.8;Momentum:-0.9;LowVol:+0.9 | ESGOnly;MaxPos6%;NoMargin | 6 | 35 | 4.4 | trailing 8% | 118 | 18 | Volatile | 23.1 | 5.05 | 2.5 | 115 | -25 | 25 | 49 | false | Rebalance | Shift +1% to bonds from equity | 7 | -6 | BrokerD | LMT | 100 | null | null | Normal monitoring | 65 | -40 | 165 | 3 | false | Increase defensive factor exposure |
P3285 | Cautious | Taxable | USD | 2024-09-12 | 335,059 | 50,470 | 284,589 | 1 | 38 | 33.1 | 18.1 | 10.8 | XLF:25.0%;VOO:25.0%;AAPL:25.0%;QQQ:25.0% | US:62.7;EU:10.8;APAC:13.2;EM:10.0;Other:3.4 | Value:+0.2;Growth:+0.4;Quality:-0.1;Size:+0.8;Momentum:+0.1;LowVol:+0.8 | MaxPos8%;NoMargin | 10 | 25 | 5.4 | trailing 10% | 92 | 16.5 | Bull | 12.1 | 4.29 | 2.1 | 102 | 95 | 94 | 26 | false | NoAction | Within bands; monitor | -14 | -21 | BrokerC | MKT | 0 | null | null | Normal monitoring | 60 | 4 | 169 | 5 | false | Increase defensive factor exposure |
P3286 | Cautious | Taxable | USD | 2025-10-01 | 418,371 | 50,549 | 367,822 | 1 | 37.5 | 43 | 3.3 | 16.1 | GLD:14.4%;VOO:21.4%;VNQ:10.5%;IEF:11.0%;AMZN:21.4%;VTI:21.4% | US:64.5;EU:12.3;APAC:12.8;EM:7.1;Other:3.3 | Value:+0.4;Growth:+0.1;Quality:+0.7;Size:+1.0;Momentum:-1.0;LowVol:-0.5 | ESGOnly;NoMargin | 10 | 35 | 4.6 | hard 10% | 107 | 16.8 | Bear | 29.9 | 3.58 | 1.7 | 209 | -68 | 10 | 69 | false | NoAction | Within bands; monitor | 9 | -39 | BrokerC | MKT | 0 | null | null | Normal monitoring | 96 | -6 | 157 | 5 | false | Within IPS guidelines |
P3287 | Systematic | 401k | USD | 2025-12-05 | 906,366 | 63,050 | 843,316 | 1 | 58 | 22.2 | 10.2 | 9.7 | XLF:20.2%;MSFT:9.7%;MUB:22.2%;TSLA:12.4%;BND:22.2%;QQQ:13.3% | US:68.0;EU:7.8;APAC:15.2;EM:6.8;Other:2.2 | Value:+0.6;Growth:+0.7;Quality:+0.7;Size:0.0;Momentum:0.0;LowVol:-1.0 | null | 8 | 35 | 5.4 | hard 12% | 158 | 18 | Bull | 16.9 | 4.23 | 3 | 118 | 47 | 68 | 49 | false | Sell | Trim extended winner -1% | 6 | 13 | BrokerC | LMT | 88 | null | null | Normal monitoring | 27 | 11 | 4 | 4 | false | Increase defensive factor exposure |
P3288 | Active | 401k | USD | 2025-02-04 | 701,380 | 63,247 | 638,133 | 1.16 | 65.3 | 29.3 | 0 | 5.3 | TSLA:27.7%;HYG:27.7%;BND:27.7%;VTI:16.9% | US:65.8;EU:13.6;APAC:8.5;EM:9.6;Other:2.4 | Value:-0.4;Growth:+1.0;Quality:+0.6;Size:+0.4;Momentum:-0.7;LowVol:-0.8 | NoDerivatives | 7 | 25 | 5.5 | hard 12% | 172 | 18.5 | Bear | 30.5 | 4.35 | 1.5 | 178 | -119 | 5 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | -20 | BrokerB | LMT | 85 | VAR>budget | Reduce | Risk above budget threshold | 25 | -30 | 31 | 2 | false | Tighten stops on momentum names |
P3289 | Hands-off | IRA | USD | 2025-04-13 | 192,465 | 17,651 | 174,814 | 1 | 64.1 | 27.4 | 0 | 8.4 | QQQ:20.2%;TLT:18.6%;MUB:14.2%;HYG:10.3%;VTI:15.6%;VNQ:21.1% | US:71.3;EU:6.8;APAC:8.3;EM:10.4;Other:3.2 | Value:-0.1;Growth:0.0;Quality:-0.2;Size:-0.7;Momentum:-0.0;LowVol:-0.8 | NoDerivatives | 5 | 30 | 3.6 | trailing 10% | 122 | 19.6 | Volatile | 20 | 3.53 | 3.6 | 130 | -3 | 58 | 57 | false | Hedge | Add TLT +1% as duration hedge | 9 | 0 | BrokerA | MKT | 85 | null | null | Normal monitoring | 68 | 5 | 152 | 5 | false | Monitor dispersion and breadth |
P3290 | Active | Roth | USD | 2025-03-05 | 2,372,120 | 245,448 | 2,126,672 | 1 | 52.7 | 23.9 | 17.8 | 5.5 | AAPL:11.7%;QQQ:29.4%;MUB:29.4%;VNQ:29.4% | US:60.9;EU:12.9;APAC:15.5;EM:10.6;Other:0.1 | Value:+0.1;Growth:+0.4;Quality:+0.3;Size:+0.6;Momentum:-0.8;LowVol:+0.9 | MaxPos6% | 8 | 30 | 4.7 | hard 12% | 148 | 16.2 | Volatile | 28 | 3.75 | 3.2 | 138 | 58 | 88 | 77 | true | Hedge | Buy index puts 1% notional | 29 | -14 | BrokerB | MKT | 96 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 54 | 2 | 148 | 5 | false | Within IPS guidelines |
P3291 | Systematic | IRA | USD | 2024-10-14 | 1,605,023 | 112,678 | 1,492,345 | 1 | 60 | 33.5 | 0 | 6.4 | TSLA:33.6%;AAPL:32.9%;AMZN:33.6% | US:71.1;EU:13.9;APAC:4.7;EM:7.5;Other:2.9 | Value:-0.1;Growth:0.0;Quality:-0.8;Size:+0.2;Momentum:+0.9;LowVol:-0.4 | NoDerivatives | 6 | 25 | 5.3 | trailing 9% | 198 | 22.7 | Bear | 25.2 | 3.98 | 1.6 | 147 | -56 | 36 | 63 | false | Buy | Add to core equity +1% | 13 | -31 | BrokerB | MKT | 100 | null | null | Normal monitoring | 45 | -32 | 54 | 5 | false | Tighten stops on momentum names |
P3292 | Hands-off | Trust | USD | 2025-12-19 | 152,224 | 14,930 | 137,294 | 1 | 66.3 | 23.9 | 2.8 | 7 | GLD:17.9%;VOO:13.6%;AMZN:23.1%;XLF:22.2%;BRK.B:23.1% | US:61.1;EU:13.0;APAC:14.2;EM:9.2;Other:2.5 | Value:+0.5;Growth:-0.3;Quality:-0.1;Size:+0.7;Momentum:+0.7;LowVol:+0.1 | null | 8 | 35 | 5 | trailing 10% | 92 | 16.2 | Bull | 14.9 | 4.54 | 3.2 | 90 | 62 | 90 | 50 | false | Sell | Trim extended winner -1% | -8 | 15 | BrokerC | MKT | 94 | null | null | Normal monitoring | -53 | -20 | 52 | 3 | false | Increase defensive factor exposure |
P3293 | Cautious | Trust | USD | 2025-01-31 | 791,829 | 87,889 | 703,940 | 1 | 43.7 | 34.2 | 8.6 | 13.4 | TLT:21.5%;QQQ:21.5%;IEF:21.5%;HYG:21.1%;VOO:14.4% | US:73.6;EU:11.0;APAC:8.8;EM:5.7;Other:0.9 | Value:0.0;Growth:+0.7;Quality:+0.4;Size:+0.7;Momentum:-1.0;LowVol:+0.5 | NoMargin | 6 | 35 | 4 | hard 10% | 93 | 16.4 | Sideways | 17.9 | 4.82 | 3.1 | 129 | 31 | 50 | 48 | false | Sell | Trim extended winner -1% | -5 | -18 | BrokerB | LMT | 97 | null | null | Normal monitoring | 93 | -44 | 162 | 4 | false | Within IPS guidelines |
P3294 | Cautious | 401k | USD | 2024-09-18 | 633,765 | 56,801 | 576,964 | 1 | 42.1 | 32.6 | 12.2 | 13.1 | IEF:19.2%;XLF:15.1%;TSLA:20.7%;TLT:22.5%;BRK.B:22.5% | US:61.5;EU:15.7;APAC:11.9;EM:6.8;Other:4.2 | Value:+0.4;Growth:+0.6;Quality:+0.7;Size:-0.7;Momentum:-0.7;LowVol:0.0 | NoMargin | 7 | 25 | 3.9 | trailing 8% | 143 | 13.6 | Bull | 12.3 | 4.08 | 2.3 | 80 | 32 | 73 | 20 | false | Buy | Add to core equity +1% | 9 | -38 | BrokerD | LMT | 88 | null | null | Normal monitoring | 70 | -37 | 162 | 3 | false | Increase defensive factor exposure |
P3295 | Active | Trust | USD | 2024-09-29 | 639,778 | 66,769 | 573,009 | 1.19 | 63.6 | 24.8 | 4.8 | 6.8 | GLD:17.6%;TSLA:15.0%;MUB:25.0%;TLT:17.3%;AAPL:25.0% | US:74.4;EU:6.3;APAC:14.7;EM:3.3;Other:1.3 | Value:-0.7;Growth:-0.3;Quality:+0.8;Size:-0.3;Momentum:+0.1;LowVol:+1.0 | MaxPos8% | 6 | 35 | 5.4 | hard 12% | 133 | 19.5 | Bull | 15.7 | 3.83 | 2.7 | 95 | 104 | 100 | 52 | false | Rebalance | Shift +1% to bonds from equity | 27 | -19 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 51 | 8 | 170 | 4 | false | Increase defensive factor exposure |
P3296 | Opportunistic | IRA | USD | 2024-07-20 | 931,392 | 39,957 | 891,435 | 1 | 65.4 | 12.6 | 16.2 | 5.8 | BRK.B:21.5%;BND:39.2%;IEF:39.2% | US:62.5;EU:14.5;APAC:11.9;EM:5.9;Other:5.2 | Value:-0.2;Growth:+0.1;Quality:+0.5;Size:+0.6;Momentum:-0.4;LowVol:-0.5 | NoDerivatives | 7 | 25 | 4.4 | trailing 7% | 229 | 26.3 | Volatile | 24.5 | 4.82 | 3.7 | 136 | -23 | 39 | 58 | false | Buy | Add to core equity +1% | 34 | -14 | BrokerB | MKT | 95 | null | null | Normal monitoring | 21 | -46 | -1 | 4 | false | Tax-aware sells next window |
P3297 | Cautious | Trust | USD | 2025-06-07 | 663,981 | 78,360 | 585,621 | 1 | 36.2 | 43 | 10.2 | 10.6 | QQQ:27.0%;BND:20.5%;HYG:25.6%;MSFT:27.0% | US:69.5;EU:13.5;APAC:5.2;EM:10.3;Other:1.6 | Value:+0.9;Growth:-0.7;Quality:-0.5;Size:-0.8;Momentum:-0.6;LowVol:+0.4 | ESGOnly;NoMargin | 8 | 30 | 3.2 | hard 10% | 96 | 15.3 | Bull | 12.7 | 4.17 | 2.8 | 93 | 15 | 47 | 25 | false | Sell | Trim extended winner -1% | 31 | -10 | BrokerB | LMT | 90 | null | null | Normal monitoring | 11 | 20 | 6 | 4 | false | Increase defensive factor exposure |
P3298 | Hands-off | IRA | USD | 2025-09-05 | 352,053 | 24,192 | 327,861 | 1 | 61.1 | 27 | 3.1 | 8.8 | BRK.B:25.0%;HYG:25.0%;QQQ:25.0%;XLF:25.0% | US:63.5;EU:15.8;APAC:12.9;EM:3.5;Other:4.3 | Value:-0.9;Growth:+0.1;Quality:+0.6;Size:-0.2;Momentum:+1.0;LowVol:-0.1 | ESGOnly;NoDerivatives | 5 | 25 | 4.5 | trailing 8% | 107 | 19 | Bull | 13.9 | 4.56 | 2.7 | 110 | 67 | 78 | 45 | false | Hedge | Add TLT +1% as duration hedge | 35 | -39 | BrokerB | MKT | 100 | null | null | Normal monitoring | 7 | 9 | 31 | 5 | false | Within IPS guidelines |
P3299 | Cautious | 401k | USD | 2025-08-11 | 341,445 | 29,074 | 312,371 | 1 | 47.6 | 38.1 | 0 | 14.3 | HYG:18.4%;TLT:19.1%;BND:16.2%;MUB:11.4%;QQQ:21.3%;GLD:13.6% | US:65.2;EU:13.3;APAC:11.6;EM:8.8;Other:1.2 | Value:-0.2;Growth:-0.3;Quality:+0.6;Size:-0.1;Momentum:-0.6;LowVol:-0.7 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 5 | 35 | 5.2 | trailing 8% | 142 | 13 | Volatile | 28 | 5.1 | 2.3 | 126 | -9 | 57 | 63 | false | Rebalance | Shift +1% to bonds from equity | -6 | -12 | BrokerA | LMT | 92 | null | null | Normal monitoring | -50 | 14 | 28 | 4 | false | Monitor dispersion and breadth |
P3300 | Systematic | 401k | USD | 2024-10-18 | 1,297,334 | 112,689 | 1,184,645 | 1 | 61.7 | 31.5 | 0 | 6.8 | IEF:20.7%;VTI:6.8%;VOO:19.2%;MUB:20.7%;TLT:15.7%;TSLA:16.8% | US:64.4;EU:7.7;APAC:14.1;EM:12.3;Other:1.4 | Value:-0.4;Growth:+0.8;Quality:-0.2;Size:+0.9;Momentum:+0.6;LowVol:+0.1 | null | 6 | 25 | 5.1 | hard 12% | 151 | 24.7 | Bull | 13.1 | 4.85 | 3.4 | 87 | 92 | 82 | 41 | false | Sell | Trim extended winner -1% | -15 | -35 | BrokerA | MKT | 92 | null | null | Normal monitoring | 75 | 7 | 154 | 4 | false | Increase defensive factor exposure |
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