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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P3501 | Hands-off | Taxable | USD | 2024-12-15 | 703,595 | 46,363 | 657,232 | 1 | 58.8 | 26.2 | 6.8 | 8.3 | MUB:23.1%;AMZN:23.1%;VNQ:23.1%;TLT:16.2%;VOO:14.5% | US:69.3;EU:13.7;APAC:9.9;EM:5.0;Other:2.1 | Value:+0.8;Growth:-0.0;Quality:+0.6;Size:-0.7;Momentum:0.0;LowVol:+0.2 | NoDerivatives | 10 | 35 | 3.8 | trailing 8% | 117 | 19.6 | Bull | 16.2 | 4.2 | 3 | 117 | 69 | 81 | 44 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -39 | BrokerC | LMT | 90 | VAR>budget | Hedge | Risk above budget threshold | -49 | 1 | 38 | 2 | false | Monitor dispersion and breadth |
P3502 | Hands-off | Roth | USD | 2025-11-13 | 699,762 | 56,623 | 643,139 | 1 | 70.9 | 15.4 | 7.8 | 5.9 | GLD:33.3%;BND:33.3%;XLF:33.3% | US:69.2;EU:9.4;APAC:10.1;EM:6.3;Other:5.0 | Value:-0.4;Growth:+0.1;Quality:+0.1;Size:+0.8;Momentum:+0.5;LowVol:-0.9 | null | 5 | 25 | 4 | trailing 8% | 155 | 12.6 | Bull | 16.8 | 3.94 | 3.1 | 109 | 26 | 64 | 48 | false | Sell | Trim extended winner -1% | 23 | -11 | BrokerA | MKT | 100 | null | null | Normal monitoring | -2 | -14 | 11 | 3 | false | Tax-aware sells next window |
P3503 | Opportunistic | Roth | USD | 2025-01-01 | 1,699,539 | 140,065 | 1,559,474 | 1 | 70.6 | 16.6 | 4.1 | 8.6 | AMZN:25.7%;BND:10.6%;GLD:25.7%;QQQ:25.7%;AAPL:12.1% | US:62.7;EU:13.7;APAC:10.9;EM:7.7;Other:4.9 | Value:-0.8;Growth:-0.0;Quality:-0.7;Size:+0.7;Momentum:+0.8;LowVol:-0.8 | MaxPos6% | 8 | 25 | 4.7 | trailing 7% | 232 | 22.9 | Sideways | 16.5 | 4.24 | 3.4 | 96 | -7 | 43 | 62 | false | Buy | Add to core equity +1% | 16 | -38 | BrokerB | MKT | 99 | null | null | Normal monitoring | -36 | -5 | -74 | 5 | false | Monitor dispersion and breadth |
P3504 | Systematic | Taxable | USD | 2025-03-11 | 1,717,783 | 152,061 | 1,565,722 | 1 | 65.3 | 25.6 | 0 | 9.2 | VNQ:35.1%;TSLA:35.1%;VTI:29.9% | US:68.1;EU:12.2;APAC:6.9;EM:9.1;Other:3.7 | Value:+0.6;Growth:+0.7;Quality:-0.4;Size:-0.1;Momentum:+0.8;LowVol:-0.5 | NoDerivatives | 10 | 35 | 5.7 | trailing 8% | 226 | 19.3 | Volatile | 29.8 | 3.81 | 3.5 | 180 | 48 | 73 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | 5 | BrokerC | MKT | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 10 | -59 | 80 | 3 | false | Tighten stops on momentum names |
P3505 | Systematic | Taxable | USD | 2025-12-02 | 1,493,567 | 143,842 | 1,349,725 | 1 | 62.3 | 29.8 | 0 | 7.9 | TLT:28.1%;QQQ:36.0%;MSFT:36.0% | US:58.4;EU:18.2;APAC:16.9;EM:5.0;Other:1.6 | Value:-0.9;Growth:-0.5;Quality:-0.3;Size:+0.8;Momentum:+0.8;LowVol:+0.1 | MaxPos7% | 5 | 30 | 5.1 | trailing 8% | 176 | 26.9 | Sideways | 17 | 3.85 | 3.2 | 100 | 42 | 74 | 56 | false | Sell | Trim extended winner -1% | 20 | -2 | BrokerC | MKT | 91 | null | null | Normal monitoring | -49 | -56 | 66 | 3 | false | Within IPS guidelines |
P3506 | Systematic | Roth | USD | 2024-10-12 | 1,840,480 | 141,107 | 1,699,373 | 1 | 62.8 | 25.5 | 2.4 | 9.3 | AAPL:23.6%;IEF:18.4%;MSFT:23.6%;XLF:10.7%;QQQ:23.6% | US:61.5;EU:16.0;APAC:12.0;EM:6.2;Other:4.3 | Value:-0.4;Growth:+0.2;Quality:-0.6;Size:+0.4;Momentum:+0.5;LowVol:-0.8 | NoDerivatives | 5 | 35 | 5.1 | trailing 8% | 152 | 21.9 | Bull | 11.9 | 4.71 | 2.1 | 109 | 14 | 53 | 34 | false | Rebalance | Shift +1% to bonds from equity | 1 | -31 | BrokerD | MKT | 85 | null | null | Normal monitoring | 96 | -57 | 133 | 5 | false | Increase defensive factor exposure |
P3507 | Cautious | 401k | USD | 2025-07-16 | 270,068 | 31,637 | 238,431 | 1 | 40.3 | 37.2 | 9.5 | 13 | TSLA:11.2%;AMZN:16.1%;MUB:22.3%;HYG:15.7%;VNQ:22.3%;AAPL:12.4% | US:63.8;EU:13.9;APAC:10.6;EM:8.9;Other:2.8 | Value:+0.6;Growth:-0.8;Quality:-0.3;Size:+0.3;Momentum:-0.7;LowVol:+0.6 | ESGOnly;MaxPos6%;NoMargin | 10 | 35 | 4.9 | trailing 10% | 131 | 15.9 | Sideways | 17.9 | 4.2 | 2.2 | 127 | 55 | 86 | 30 | false | Sell | Trim extended winner -1% | 24 | -1 | BrokerD | MKT | 89 | null | null | Normal monitoring | -36 | -37 | 30 | 3 | false | Tax-aware sells next window |
P3508 | Hands-off | Trust | USD | 2025-02-17 | 542,819 | 28,449 | 514,370 | 1 | 73.8 | 18 | 2.8 | 5.4 | QQQ:33.3%;BRK.B:33.3%;AAPL:33.3% | US:64.3;EU:11.3;APAC:10.3;EM:10.6;Other:3.5 | Value:-0.9;Growth:+0.6;Quality:-0.8;Size:+0.2;Momentum:0.0;LowVol:-1.0 | null | 6 | 35 | 5.4 | trailing 8% | 114 | 15.6 | Bear | 25.6 | 4.22 | 1.9 | 217 | -99 | 9 | 68 | false | Sell | Trim extended winner -1% | 33 | -6 | BrokerA | MKT | 93 | null | null | Normal monitoring | 95 | -43 | 157 | 3 | false | Monitor dispersion and breadth |
P3509 | Active | Roth | USD | 2024-07-30 | 1,730,039 | 206,397 | 1,523,642 | 1 | 50.5 | 31.5 | 11.2 | 6.8 | AMZN:16.0%;HYG:11.8%;AAPL:8.8%;IEF:14.3%;QQQ:24.5%;TSLA:24.5% | US:70.6;EU:8.9;APAC:7.6;EM:10.5;Other:2.4 | Value:+1.0;Growth:+0.7;Quality:+0.6;Size:+0.6;Momentum:-0.9;LowVol:+0.4 | MaxPos8% | 8 | 30 | 6 | hard 12% | 191 | 23.1 | Sideways | 14.1 | 4.18 | 3.4 | 102 | -2 | 45 | 36 | false | Rebalance | Shift +1% to bonds from equity | 17 | -38 | BrokerD | MKT | 94 | null | null | Normal monitoring | 11 | 13 | 50 | 4 | false | Increase defensive factor exposure |
P3510 | Hands-off | IRA | USD | 2025-03-25 | 787,164 | 42,973 | 744,191 | 1 | 56.4 | 18.8 | 19.6 | 5.2 | VNQ:21.8%;MUB:20.1%;QQQ:21.8%;BND:15.5%;HYG:20.7% | US:66.2;EU:16.3;APAC:10.2;EM:5.8;Other:1.5 | Value:+0.7;Growth:-0.5;Quality:-0.8;Size:+0.6;Momentum:-0.6;LowVol:-0.4 | MaxPos5% | 8 | 25 | 5.6 | trailing 8% | 133 | 14.4 | Bull | 11.9 | 4.05 | 3 | 86 | 36 | 78 | 42 | false | NoAction | Within bands; monitor | 14 | -10 | BrokerA | LMT | 90 | null | null | Normal monitoring | -6 | 11 | 49 | 5 | false | Tax-aware sells next window |
P3511 | Systematic | Taxable | USD | 2024-10-09 | 1,165,362 | 73,109 | 1,092,253 | 1 | 55.9 | 32.9 | 1.3 | 9.9 | TLT:33.3%;MSFT:33.3%;XLF:33.3% | US:68.2;EU:12.3;APAC:6.5;EM:10.9;Other:2.1 | Value:+0.9;Growth:-0.4;Quality:+0.1;Size:+0.6;Momentum:+0.9;LowVol:+0.1 | null | 8 | 35 | 5.6 | trailing 8% | 213 | 22.2 | Bull | 12.2 | 4.19 | 2.4 | 98 | 14 | 58 | 29 | false | NoAction | Within bands; monitor | 14 | 14 | BrokerC | MKT | 0 | null | null | Normal monitoring | -46 | -12 | 52 | 5 | false | Tax-aware sells next window |
P3512 | Active | IRA | USD | 2025-11-17 | 2,162,517 | 146,265 | 2,016,252 | 1 | 57.2 | 20.8 | 16.9 | 5.2 | XLF:33.3%;MUB:33.3%;TLT:33.3% | US:60.1;EU:15.3;APAC:12.6;EM:9.6;Other:2.4 | Value:+0.6;Growth:-0.1;Quality:+0.5;Size:-0.2;Momentum:-0.9;LowVol:+0.4 | NoDerivatives | 6 | 35 | 5.4 | trailing 9% | 184 | 23.6 | Bull | 17.3 | 4.33 | 3 | 81 | 49 | 89 | 58 | false | Rebalance | Shift +1% to bonds from equity | 27 | 2 | BrokerD | MKT | 95 | null | null | Normal monitoring | 39 | -32 | 175 | 5 | false | Tighten stops on momentum names |
P3513 | Cautious | Trust | USD | 2025-06-15 | 411,409 | 58,362 | 353,047 | 1 | 38.7 | 37.6 | 6.5 | 17.2 | BRK.B:25.0%;VOO:25.0%;AAPL:25.0%;AMZN:25.0% | US:72.9;EU:8.5;APAC:12.9;EM:4.3;Other:1.4 | Value:-0.7;Growth:-0.9;Quality:+0.8;Size:-0.9;Momentum:+0.1;LowVol:0.0 | ESGOnly;NoDerivatives;NoMargin | 7 | 25 | 4.7 | hard 10% | 108 | 19 | Volatile | 30.3 | 4.59 | 4.1 | 163 | 54 | 70 | 65 | false | Rebalance | Shift +1% to bonds from equity | -10 | -35 | BrokerC | MKT | 88 | null | null | Normal monitoring | -41 | 17 | 62 | 3 | false | Tighten stops on momentum names |
P3514 | Hands-off | IRA | USD | 2024-07-12 | 174,769 | 13,110 | 161,659 | 1 | 65.5 | 28.3 | 0.1 | 6 | AAPL:36.6%;XLF:36.6%;MSFT:26.8% | US:68.2;EU:17.0;APAC:8.4;EM:4.0;Other:2.3 | Value:-0.8;Growth:-0.1;Quality:-0.8;Size:-0.0;Momentum:+0.6;LowVol:-0.0 | ESGOnly;MaxPos8% | 8 | 25 | 5.4 | trailing 8% | 146 | 15.1 | Volatile | 22.8 | 4.8 | 3.9 | 153 | 77 | 99 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -3 | -13 | BrokerC | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 71 | -38 | 168 | 4 | false | Increase defensive factor exposure |
P3515 | Systematic | Trust | USD | 2024-09-11 | 1,916,123 | 111,597 | 1,804,526 | 1 | 65.4 | 26.6 | 0.2 | 7.7 | MSFT:13.8%;HYG:20.6%;TSLA:20.6%;VNQ:14.4%;AAPL:11.8%;VTI:18.9% | US:67.2;EU:18.8;APAC:7.5;EM:6.3;Other:0.2 | Value:+0.3;Growth:-0.2;Quality:+1.0;Size:-0.7;Momentum:-0.0;LowVol:-0.5 | NoDerivatives | 7 | 30 | 5.2 | hard 12% | 131 | 19.6 | Sideways | 21.4 | 4.44 | 2.3 | 123 | -14 | 43 | 54 | false | Rebalance | Shift +1% to bonds from equity | 7 | 3 | BrokerB | VWAP | 91 | null | null | Normal monitoring | -18 | -37 | 78 | 4 | false | Tighten stops on momentum names |
P3516 | Hands-off | Taxable | USD | 2025-03-13 | 720,971 | 33,303 | 687,668 | 1 | 62 | 28.7 | 1.2 | 8 | GLD:11.4%;MUB:7.1%;AAPL:21.7%;BRK.B:21.7%;VOO:21.4%;BND:16.6% | US:70.1;EU:7.2;APAC:10.7;EM:8.2;Other:3.8 | Value:+0.6;Growth:-0.0;Quality:+0.5;Size:+0.6;Momentum:-0.5;LowVol:+0.1 | ESGOnly | 7 | 30 | 4.8 | hard 10% | 116 | 16.8 | Bear | 25.9 | 4.1 | 1.1 | 153 | 6 | 64 | 66 | false | Sell | Trim extended winner -1% | 31 | 6 | BrokerC | LMT | 88 | null | null | Normal monitoring | -22 | 0 | 9 | 3 | false | Tighten stops on momentum names |
P3517 | Hands-off | Roth | USD | 2025-06-14 | 339,972 | 32,878 | 307,094 | 1 | 64.5 | 23.8 | 6.3 | 5.4 | VNQ:18.0%;XLF:7.7%;HYG:21.0%;AAPL:11.6%;BND:20.6%;QQQ:21.0% | US:69.0;EU:8.5;APAC:5.5;EM:12.6;Other:4.4 | Value:+0.3;Growth:-0.3;Quality:-1.0;Size:+0.9;Momentum:+0.7;LowVol:+0.6 | null | 8 | 25 | 5.7 | hard 10% | 122 | 19.4 | Bull | 15 | 3.65 | 3.3 | 97 | 4 | 42 | 47 | true | Rebalance | Rebalance back to target bands | 25 | -6 | BrokerA | MKT | 88 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -44 | 10 | -29 | 4 | false | Tighten stops on momentum names |
P3518 | Systematic | 401k | USD | 2025-03-22 | 1,258,286 | 71,171 | 1,187,115 | 1 | 60.6 | 27.3 | 6.5 | 5.6 | QQQ:21.8%;AMZN:26.1%;XLF:26.1%;BRK.B:26.1% | US:73.1;EU:11.3;APAC:8.8;EM:4.0;Other:2.7 | Value:-0.2;Growth:0.0;Quality:+0.8;Size:+0.3;Momentum:-0.0;LowVol:-0.3 | MaxPos6% | 8 | 25 | 5.9 | trailing 9% | 122 | 23 | Bull | 12.2 | 4.96 | 3.2 | 72 | 2 | 38 | 40 | false | Buy | Add to core equity +1% | 6 | 7 | BrokerA | LMT | 95 | null | null | Normal monitoring | -53 | -26 | -76 | 4 | false | Within IPS guidelines |
P3519 | Systematic | Taxable | USD | 2025-01-22 | 1,242,465 | 112,285 | 1,130,180 | 1 | 66.2 | 26.2 | 2.3 | 5.2 | TSLA:36.2%;MUB:36.2%;GLD:27.5% | US:72.4;EU:10.6;APAC:6.1;EM:6.2;Other:4.6 | Value:-0.9;Growth:+0.8;Quality:-0.5;Size:-0.9;Momentum:-0.8;LowVol:-0.8 | MaxPos6%;NoDerivatives | 6 | 25 | 6 | trailing 8% | 213 | 24.5 | Bear | 22.1 | 3.79 | 1.1 | 186 | 20 | 57 | 67 | false | Rebalance | Shift +1% to bonds from equity | 33 | -11 | BrokerC | LMT | 88 | null | null | Normal monitoring | -56 | 11 | -45 | 4 | false | Increase defensive factor exposure |
P3520 | Active | 401k | USD | 2025-04-16 | 985,201 | 89,988 | 895,213 | 1.14 | 52.3 | 21.3 | 16.9 | 9.5 | QQQ:28.9%;VOO:25.4%;BRK.B:28.9%;IEF:16.7% | US:66.1;EU:8.1;APAC:16.6;EM:7.9;Other:1.4 | Value:0.0;Growth:-0.2;Quality:+0.9;Size:-0.3;Momentum:+0.3;LowVol:+0.8 | null | 8 | 30 | 5.7 | hard 12% | 120 | 25.4 | Bear | 27.1 | 3.51 | 2.3 | 130 | -10 | 52 | 65 | false | Sell | Trim extended winner -1% | 3 | -12 | BrokerD | LMT | 95 | null | null | Normal monitoring | 13 | -6 | -22 | 4 | false | Tax-aware sells next window |
P3521 | Active | 401k | USD | 2024-07-13 | 2,335,828 | 156,862 | 2,178,966 | 1 | 55.6 | 31.4 | 6.7 | 6.3 | MUB:12.5%;BRK.B:20.8%;GLD:20.8%;HYG:18.4%;VNQ:18.1%;AAPL:9.4% | US:73.6;EU:13.7;APAC:6.1;EM:3.9;Other:2.8 | Value:+0.9;Growth:-0.2;Quality:-0.6;Size:-0.1;Momentum:-0.3;LowVol:+0.6 | null | 10 | 30 | 4.3 | hard 12% | 202 | 18.6 | Bull | 17.2 | 3.64 | 3.4 | 103 | 73 | 98 | 54 | false | Rebalance | Shift +1% to bonds from equity | 26 | -19 | BrokerC | LMT | 92 | null | null | Normal monitoring | 110 | -41 | 103 | 5 | false | Monitor dispersion and breadth |
P3522 | Cautious | IRA | USD | 2025-04-11 | 474,505 | 53,446 | 421,059 | 1 | 49.4 | 32.6 | 6.1 | 11.9 | MSFT:15.2%;TLT:12.2%;VNQ:24.2%;GLD:24.2%;QQQ:24.2% | US:62.2;EU:16.1;APAC:7.5;EM:12.7;Other:1.4 | Value:+0.2;Growth:+0.2;Quality:+0.4;Size:-0.9;Momentum:-0.5;LowVol:-0.8 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 7 | 35 | 5.9 | trailing 8% | 106 | 12.8 | Bear | 23.3 | 3.03 | 1.6 | 209 | -68 | 5 | 58 | false | Sell | Trim extended winner -1% | 19 | 6 | BrokerB | LMT | 93 | null | null | Normal monitoring | 33 | -13 | 35 | 5 | false | Increase defensive factor exposure |
P3523 | Active | Taxable | USD | 2025-09-19 | 629,706 | 74,043 | 555,663 | 1.17 | 60.6 | 18.3 | 11.1 | 10 | BRK.B:33.3%;MSFT:33.3%;VNQ:33.3% | US:64.2;EU:20.2;APAC:7.9;EM:6.8;Other:0.9 | Value:+0.3;Growth:-0.9;Quality:-0.9;Size:+0.7;Momentum:+0.9;LowVol:-0.3 | null | 10 | 25 | 5.6 | trailing 9% | 225 | 22.4 | Bear | 30.3 | 3.18 | 2.8 | 183 | -105 | 5 | 74 | true | Hedge | Buy index puts 1% notional | 16 | -9 | BrokerA | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -25 | -22 | 36 | 4 | false | Increase defensive factor exposure |
P3524 | Cautious | Taxable | USD | 2025-02-16 | 829,889 | 123,962 | 705,927 | 1 | 37 | 38 | 8.9 | 16.1 | AMZN:24.8%;GLD:24.1%;XLF:25.5%;MUB:25.5% | US:71.4;EU:9.5;APAC:7.7;EM:5.9;Other:5.5 | Value:+0.9;Growth:+0.2;Quality:+0.8;Size:+0.3;Momentum:-0.3;LowVol:+0.1 | ESGOnly;NoMargin | 10 | 35 | 3.1 | trailing 8% | 106 | 18.6 | Bull | 11.3 | 4.7 | 3.3 | 98 | 111 | 100 | 30 | false | Buy | Add to core equity +1% | 17 | 8 | BrokerC | LMT | 100 | null | null | Normal monitoring | -13 | -14 | -19 | 5 | false | Monitor dispersion and breadth |
P3525 | Active | Trust | USD | 2025-05-10 | 1,793,290 | 186,076 | 1,607,214 | 1 | 60.6 | 27.7 | 3.2 | 8.4 | VNQ:22.5%;QQQ:22.5%;XLF:22.5%;GLD:22.5%;IEF:9.8% | US:69.6;EU:12.7;APAC:6.8;EM:7.5;Other:3.4 | Value:+0.6;Growth:-0.8;Quality:-0.8;Size:-0.8;Momentum:+0.3;LowVol:-0.5 | null | 5 | 30 | 4.5 | trailing 9% | 144 | 25.5 | Bull | 12.1 | 4.1 | 3 | 83 | 49 | 79 | 31 | false | Sell | Trim extended winner -1% | 2 | -18 | BrokerB | MKT | 88 | null | null | Normal monitoring | 75 | -18 | 96 | 3 | false | Increase defensive factor exposure |
P3526 | Systematic | Taxable | USD | 2025-07-10 | 1,122,629 | 71,383 | 1,051,246 | 1 | 58.4 | 26.6 | 6.8 | 8.3 | GLD:33.3%;VOO:33.3%;BND:33.3% | US:59.1;EU:17.3;APAC:10.5;EM:8.2;Other:4.9 | Value:+0.9;Growth:+0.8;Quality:-1.0;Size:+0.2;Momentum:-0.5;LowVol:-0.5 | null | 7 | 35 | 5 | trailing 8% | 216 | 22.8 | Sideways | 15.6 | 4.72 | 3.3 | 107 | 12 | 57 | 55 | false | Rebalance | Shift +1% to bonds from equity | 18 | -13 | BrokerB | MKT | 90 | null | null | Normal monitoring | 84 | -15 | 195 | 3 | false | Within IPS guidelines |
P3527 | Active | Roth | USD | 2024-07-19 | 953,245 | 77,616 | 875,629 | 1 | 64.3 | 26.4 | 0 | 9.3 | QQQ:23.7%;GLD:24.4%;VNQ:10.8%;TSLA:24.4%;MSFT:16.8% | US:62.5;EU:16.6;APAC:11.6;EM:4.3;Other:5.0 | Value:+0.2;Growth:+0.1;Quality:-1.0;Size:+0.3;Momentum:-0.1;LowVol:+1.0 | null | 7 | 30 | 4.1 | trailing 8% | 126 | 20.5 | Volatile | 28.6 | 4.36 | 3.2 | 140 | -25 | 31 | 71 | true | Hedge | Buy index puts 1% notional | 21 | 0 | BrokerD | LMT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 25 | -40 | 57 | 2 | false | Increase defensive factor exposure |
P3528 | Hands-off | IRA | USD | 2025-06-13 | 831,779 | 48,561 | 783,218 | 1 | 67.7 | 17.8 | 8.4 | 6 | XLF:33.3%;VOO:33.4%;BRK.B:33.4% | US:68.9;EU:12.0;APAC:14.0;EM:3.4;Other:1.8 | Value:-0.5;Growth:-0.5;Quality:+0.9;Size:+0.1;Momentum:-0.9;LowVol:+0.8 | ESGOnly | 5 | 30 | 5.3 | hard 10% | 96 | 18 | Bull | 15.2 | 4.53 | 2.5 | 98 | 28 | 76 | 52 | false | Sell | Trim extended winner -1% | 29 | 1 | BrokerC | MKT | 97 | null | null | Normal monitoring | 114 | -49 | 111 | 5 | false | Within IPS guidelines |
P3529 | Cautious | Trust | USD | 2025-03-31 | 675,534 | 59,428 | 616,106 | 1 | 35.2 | 31.4 | 17.8 | 15.6 | MSFT:17.3%;VNQ:27.9%;IEF:27.0%;VTI:27.9% | US:58.3;EU:20.2;APAC:8.4;EM:8.5;Other:4.6 | Value:-0.3;Growth:+0.3;Quality:+0.9;Size:-0.6;Momentum:-0.3;LowVol:-0.2 | ESGOnly;NoMargin | 8 | 25 | 3.4 | trailing 8% | 141 | 16.8 | Bear | 29.7 | 4.5 | 2 | 150 | 10 | 49 | 53 | false | Hedge | Add TLT +1% as duration hedge | 26 | -21 | BrokerC | MKT | 86 | null | null | Normal monitoring | 12 | -30 | 0 | 3 | false | Tighten stops on momentum names |
P3530 | Opportunistic | IRA | USD | 2024-11-22 | 1,206,121 | 83,862 | 1,122,259 | 1 | 73.2 | 11.9 | 5.9 | 8.9 | QQQ:19.9%;MSFT:22.2%;GLD:19.2%;MUB:17.7%;AAPL:20.9% | US:69.4;EU:13.4;APAC:9.6;EM:5.2;Other:2.4 | Value:-0.7;Growth:-0.5;Quality:+0.2;Size:+0.9;Momentum:-0.2;LowVol:-0.2 | MaxPos6% | 8 | 35 | 5.1 | trailing 7% | 259 | 31.2 | Sideways | 17.9 | 3.95 | 2.1 | 92 | 13 | 44 | 60 | false | NoAction | Within bands; monitor | -4 | -12 | BrokerB | LMT | 100 | null | null | Normal monitoring | -46 | -23 | -69 | 5 | false | Tighten stops on momentum names |
P3531 | Active | Roth | USD | 2025-06-05 | 1,620,830 | 143,917 | 1,476,913 | 1 | 64.2 | 22.7 | 5.2 | 7.9 | BND:25.3%;VNQ:25.3%;MUB:25.3%;AAPL:24.2% | US:74.6;EU:10.6;APAC:5.8;EM:8.1;Other:0.9 | Value:-0.1;Growth:+0.7;Quality:-0.0;Size:+0.8;Momentum:+0.9;LowVol:-0.5 | MaxPos6% | 5 | 30 | 4.8 | trailing 9% | 219 | 24.5 | Bull | 16.4 | 3.75 | 3.1 | 84 | 20 | 72 | 58 | false | Rebalance | Shift +1% to bonds from equity | -12 | -37 | BrokerA | MKT | 93 | null | null | Normal monitoring | 96 | -28 | 222 | 4 | false | Tighten stops on momentum names |
P3532 | Cautious | IRA | USD | 2025-06-03 | 874,457 | 80,333 | 794,124 | 1 | 43.2 | 38 | 1.7 | 17.2 | HYG:15.7%;GLD:17.5%;XLF:16.3%;TSLA:13.7%;IEF:20.7%;VOO:16.1% | US:77.6;EU:9.3;APAC:5.0;EM:4.3;Other:3.8 | Value:+0.1;Growth:+0.8;Quality:-0.6;Size:-0.6;Momentum:-1.0;LowVol:+0.7 | NoMargin | 8 | 35 | 3.3 | hard 10% | 157 | 17.7 | Sideways | 20.1 | 4.91 | 2.6 | 133 | -21 | 52 | 37 | false | Sell | Trim extended winner -1% | 26 | -10 | BrokerA | LMT | 96 | null | null | Normal monitoring | 4 | -15 | 112 | 3 | false | Tighten stops on momentum names |
P3533 | Opportunistic | IRA | USD | 2025-12-03 | 1,714,250 | 59,987 | 1,654,263 | 1 | 71.8 | 20.9 | 1.1 | 6.2 | XLF:33.3%;VTI:33.3%;VNQ:33.3% | US:62.9;EU:10.2;APAC:13.7;EM:11.7;Other:1.5 | Value:-0.9;Growth:+0.3;Quality:-0.6;Size:-0.8;Momentum:+0.5;LowVol:-0.5 | NoDerivatives | 6 | 35 | 5.5 | trailing 7% | 231 | 21.1 | Volatile | 26.9 | 3.92 | 4.1 | 170 | 16 | 53 | 74 | true | Rebalance | Rebalance back to target bands | -7 | -26 | BrokerC | MKT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 8 | -38 | -32 | 4 | true | Monitor dispersion and breadth |
P3534 | Opportunistic | Roth | USD | 2024-11-16 | 1,417,045 | 125,995 | 1,291,050 | 1 | 69.9 | 13.4 | 8.8 | 7.9 | MUB:17.1%;BND:27.6%;VTI:27.6%;AAPL:27.6% | US:63.3;EU:20.0;APAC:6.5;EM:7.4;Other:2.8 | Value:+0.3;Growth:-1.0;Quality:-1.0;Size:-0.0;Momentum:+0.9;LowVol:+1.0 | MaxPos6% | 10 | 35 | 4.7 | trailing 9% | 195 | 32.8 | Sideways | 18.7 | 3.57 | 3.4 | 94 | -30 | 34 | 52 | false | Rebalance | Shift +1% to bonds from equity | 2 | -33 | BrokerB | MKT | 98 | null | null | Normal monitoring | 72 | -34 | 171 | 3 | false | Tax-aware sells next window |
P3535 | Active | Roth | USD | 2024-12-07 | 860,047 | 99,628 | 760,419 | 1 | 65.9 | 26.5 | 0 | 7.5 | VNQ:26.3%;TLT:21.0%;GLD:26.3%;QQQ:26.3% | US:72.1;EU:8.8;APAC:8.0;EM:8.0;Other:3.1 | Value:+0.2;Growth:-0.0;Quality:+0.8;Size:+0.9;Momentum:+0.6;LowVol:+0.6 | null | 7 | 30 | 4.4 | hard 12% | 197 | 17.1 | Sideways | 18.2 | 3.89 | 2.9 | 96 | -25 | 46 | 64 | false | Rebalance | Shift +1% to bonds from equity | -3 | -32 | BrokerA | MKT | 98 | null | null | Normal monitoring | 101 | -31 | 72 | 3 | false | Increase defensive factor exposure |
P3536 | Cautious | Taxable | USD | 2025-07-26 | 230,135 | 30,647 | 199,488 | 1 | 38.6 | 44 | 5.4 | 12 | QQQ:20.9%;MUB:17.2%;TSLA:20.9%;MSFT:20.9%;IEF:20.3% | US:68.0;EU:13.4;APAC:6.8;EM:7.7;Other:4.1 | Value:-0.4;Growth:+0.3;Quality:-0.1;Size:-0.3;Momentum:+0.3;LowVol:-0.2 | MaxPos5%;NoMargin | 6 | 30 | 4 | trailing 8% | 165 | 18 | Bull | 16.5 | 4.52 | 3 | 93 | 54 | 72 | 29 | false | Sell | Trim extended winner -1% | 2 | -5 | BrokerC | VWAP | 87 | null | null | Normal monitoring | 104 | -4 | 98 | 4 | false | Within IPS guidelines |
P3537 | Active | Trust | USD | 2024-08-06 | 1,776,690 | 112,732 | 1,663,958 | 1.07 | 66.8 | 23.6 | 1.6 | 8 | XLF:33.3%;BND:33.3%;IEF:33.3% | US:65.6;EU:8.2;APAC:10.2;EM:11.9;Other:4.1 | Value:-0.3;Growth:+0.7;Quality:0.0;Size:+0.5;Momentum:+0.5;LowVol:-0.8 | NoDerivatives | 5 | 35 | 5.2 | trailing 9% | 196 | 26.9 | Volatile | 20.9 | 4.86 | 2.8 | 143 | -11 | 44 | 68 | false | Buy | Add to core equity +1% | 7 | -36 | BrokerA | LMT | 97 | null | null | Normal monitoring | 63 | -53 | 107 | 4 | false | Within IPS guidelines |
P3538 | Hands-off | Taxable | USD | 2025-11-30 | 699,750 | 50,769 | 648,981 | 1 | 65.1 | 28 | 1.7 | 5.1 | QQQ:21.3%;HYG:14.6%;MUB:16.9%;BND:9.1%;AAPL:19.6%;MSFT:18.6% | US:75.7;EU:6.2;APAC:8.3;EM:8.4;Other:1.3 | Value:-0.6;Growth:+0.4;Quality:-0.0;Size:-0.3;Momentum:-0.5;LowVol:-0.7 | ESGOnly;MaxPos7% | 6 | 30 | 4.6 | hard 10% | 170 | 18.1 | Sideways | 21.9 | 3.53 | 2.1 | 133 | 28 | 71 | 55 | false | Buy | Add to core equity +1% | 3 | -6 | BrokerD | VWAP | 97 | null | null | Normal monitoring | 33 | -55 | 31 | 5 | false | Tighten stops on momentum names |
P3539 | Opportunistic | IRA | USD | 2024-10-15 | 754,969 | 49,029 | 705,940 | 1.09 | 61.9 | 13.4 | 16.9 | 7.8 | TSLA:14.1%;MUB:22.5%;GLD:22.5%;VTI:22.5%;VNQ:18.5% | US:69.4;EU:10.9;APAC:6.5;EM:9.8;Other:3.4 | Value:-0.2;Growth:-0.3;Quality:+0.7;Size:+0.5;Momentum:-1.0;LowVol:+0.4 | NoDerivatives | 10 | 25 | 6.4 | trailing 7% | 233 | 26.5 | Sideways | 20.3 | 4.98 | 2.2 | 93 | -18 | 41 | 56 | false | Rebalance | Shift +1% to bonds from equity | 1 | -9 | BrokerB | MKT | 90 | null | null | Normal monitoring | 95 | -58 | 221 | 5 | false | Tighten stops on momentum names |
P3540 | Cautious | 401k | USD | 2025-03-16 | 556,020 | 58,983 | 497,037 | 1 | 46.1 | 33.9 | 8.6 | 11.4 | HYG:25.2%;MSFT:17.2%;TSLA:13.7%;XLF:25.2%;VTI:18.7% | US:74.9;EU:8.5;APAC:10.3;EM:5.6;Other:0.6 | Value:+0.2;Growth:-0.6;Quality:+0.7;Size:-0.3;Momentum:+1.0;LowVol:-0.0 | NoMargin | 10 | 25 | 4.4 | trailing 8% | 99 | 17.4 | Bear | 30.7 | 4.42 | 1.7 | 172 | -23 | 44 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -26 | BrokerB | LMT | 86 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 119 | -18 | 114 | 5 | true | Tighten stops on momentum names |
P3541 | Cautious | Trust | USD | 2024-10-02 | 545,032 | 46,889 | 498,143 | 1 | 38.2 | 36.6 | 10.1 | 15.1 | GLD:33.3%;MUB:33.3%;AMZN:33.3% | US:63.9;EU:13.2;APAC:17.3;EM:4.7;Other:0.9 | Value:-0.4;Growth:+0.8;Quality:+0.4;Size:-0.3;Momentum:+0.9;LowVol:+0.7 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 5 | trailing 10% | 169 | 17.1 | Sideways | 19.2 | 3.78 | 2.9 | 99 | 3 | 54 | 48 | false | Rebalance | Shift +1% to bonds from equity | 34 | 4 | BrokerA | LMT | 94 | null | null | Normal monitoring | 26 | -45 | 133 | 5 | false | Increase defensive factor exposure |
P3542 | Hands-off | Trust | USD | 2025-05-02 | 809,457 | 76,395 | 733,062 | 1 | 66.7 | 27.1 | 0 | 6.2 | GLD:14.3%;MSFT:22.2%;XLF:21.7%;TSLA:19.2%;BRK.B:22.5% | US:56.9;EU:20.2;APAC:13.7;EM:6.2;Other:3.0 | Value:-0.9;Growth:-0.6;Quality:-0.1;Size:-0.7;Momentum:-0.1;LowVol:+0.1 | MaxPos5% | 6 | 30 | 4.6 | trailing 8% | 150 | 17.3 | Bull | 16.9 | 4.22 | 2.7 | 79 | 32 | 54 | 54 | false | Hedge | Add TLT +1% as duration hedge | 15 | -1 | BrokerD | LMT | 92 | null | null | Normal monitoring | -44 | 0 | 38 | 4 | false | Monitor dispersion and breadth |
P3543 | Active | Trust | USD | 2024-10-10 | 1,736,684 | 158,132 | 1,578,552 | 1 | 60.4 | 18.8 | 15.2 | 5.6 | VNQ:24.2%;BND:10.8%;AMZN:24.2%;QQQ:24.2%;TLT:16.7% | US:62.7;EU:16.9;APAC:14.6;EM:5.1;Other:0.7 | Value:+0.1;Growth:+0.5;Quality:+0.5;Size:+0.6;Momentum:-1.0;LowVol:-0.2 | NoDerivatives | 6 | 35 | 5.8 | trailing 8% | 132 | 24.4 | Bull | 15.7 | 4.65 | 3.2 | 72 | 100 | 85 | 38 | false | Buy | Add to core equity +1% | -2 | -17 | BrokerB | MKT | 85 | null | null | Normal monitoring | 37 | 2 | -1 | 5 | false | Tax-aware sells next window |
P3544 | Active | Roth | USD | 2024-12-23 | 1,102,812 | 111,806 | 991,006 | 1.09 | 54.2 | 27.1 | 10.6 | 8.2 | MUB:21.1%;VTI:19.0%;VOO:17.4%;QQQ:21.3%;TSLA:21.3% | US:62.0;EU:19.1;APAC:10.3;EM:7.4;Other:1.2 | Value:+0.8;Growth:-1.0;Quality:+1.0;Size:-0.8;Momentum:+0.2;LowVol:+0.6 | NoDerivatives | 8 | 25 | 5.9 | trailing 9% | 189 | 26.8 | Bull | 11.8 | 3.93 | 3 | 95 | 117 | 100 | 41 | false | Buy | Add to core equity +1% | 19 | 15 | BrokerC | LMT | 85 | null | null | Normal monitoring | -38 | -39 | 11 | 4 | false | Within IPS guidelines |
P3545 | Cautious | IRA | USD | 2025-08-01 | 246,424 | 38,114 | 208,310 | 1 | 49.8 | 33 | 1.6 | 15.6 | GLD:22.0%;MUB:16.7%;QQQ:22.0%;BRK.B:18.2%;HYG:21.1% | US:62.6;EU:18.9;APAC:8.6;EM:5.1;Other:4.8 | Value:+0.1;Growth:+0.1;Quality:+0.4;Size:-0.6;Momentum:-0.9;LowVol:+0.7 | ESGOnly;NoMargin | 6 | 35 | 3.8 | trailing 8% | 149 | 19.3 | Volatile | 24.1 | 4.97 | 2.5 | 170 | 9 | 63 | 49 | false | Rebalance | Shift +1% to bonds from equity | -6 | -32 | BrokerC | LMT | 95 | null | null | Normal monitoring | 95 | -16 | 161 | 5 | false | Increase defensive factor exposure |
P3546 | Systematic | 401k | USD | 2024-10-19 | 1,312,372 | 113,703 | 1,198,669 | 1 | 63.5 | 30.7 | 0 | 5.8 | IEF:15.7%;XLF:12.1%;VNQ:23.2%;VTI:23.2%;MSFT:9.0%;AMZN:16.7% | US:68.0;EU:8.9;APAC:7.5;EM:11.5;Other:4.1 | Value:-0.7;Growth:+0.7;Quality:-0.6;Size:-1.0;Momentum:+0.9;LowVol:+0.6 | NoDerivatives | 8 | 25 | 5.7 | hard 12% | 139 | 18.8 | Volatile | 25.5 | 5 | 4.2 | 178 | 72 | 99 | 59 | false | Hedge | Add TLT +1% as duration hedge | 23 | -35 | BrokerB | LMT | 88 | null | null | Normal monitoring | -34 | -50 | -15 | 3 | false | Tighten stops on momentum names |
P3547 | Opportunistic | IRA | USD | 2025-01-03 | 1,260,151 | 52,459 | 1,207,692 | 1 | 68.6 | 11.9 | 10.8 | 8.7 | VTI:12.9%;GLD:23.6%;QQQ:21.9%;AMZN:18.0%;VNQ:23.6% | US:63.0;EU:15.8;APAC:12.8;EM:4.4;Other:4.0 | Value:-0.0;Growth:+0.7;Quality:+0.1;Size:-0.9;Momentum:+1.0;LowVol:-0.6 | MaxPos7% | 10 | 25 | 6.1 | trailing 7% | 248 | 22.3 | Sideways | 17.8 | 4.31 | 2.4 | 96 | -6 | 58 | 66 | false | Buy | Add to core equity +1% | -14 | -29 | BrokerD | LMT | 97 | null | null | Normal monitoring | -41 | 16 | -78 | 3 | false | Monitor dispersion and breadth |
P3548 | Active | 401k | USD | 2025-10-23 | 680,818 | 58,793 | 622,025 | 1.13 | 63.1 | 28.1 | 0 | 8.8 | IEF:10.0%;TLT:9.1%;BND:23.1%;AAPL:23.1%;AMZN:11.6%;GLD:23.1% | US:66.2;EU:5.6;APAC:15.4;EM:12.4;Other:0.4 | Value:-0.4;Growth:-0.6;Quality:+0.4;Size:-0.5;Momentum:-0.2;LowVol:+0.4 | null | 8 | 30 | 5.4 | trailing 8% | 168 | 16.4 | Bull | 11.1 | 4.09 | 2.1 | 102 | 39 | 67 | 39 | false | Sell | Trim extended winner -1% | 15 | -2 | BrokerD | LMT | 86 | null | null | Normal monitoring | -48 | -46 | -82 | 3 | false | Tighten stops on momentum names |
P3549 | Opportunistic | 401k | USD | 2025-01-28 | 676,734 | 34,667 | 642,067 | 1 | 74.2 | 16.3 | 1.1 | 8.4 | VOO:22.0%;HYG:18.3%;VNQ:22.0%;AAPL:11.9%;BRK.B:15.4%;IEF:10.3% | US:69.4;EU:11.5;APAC:9.8;EM:9.2;Other:0.1 | Value:-0.2;Growth:+0.8;Quality:+0.4;Size:-0.4;Momentum:-0.5;LowVol:+0.9 | null | 10 | 35 | 6.9 | trailing 7% | 232 | 32.6 | Bull | 15.5 | 3.8 | 2.8 | 74 | 53 | 85 | 53 | false | Rebalance | Shift +1% to bonds from equity | -9 | -2 | BrokerD | LMT | 99 | null | null | Normal monitoring | 67 | 6 | 51 | 3 | false | Tighten stops on momentum names |
P3550 | Hands-off | IRA | USD | 2025-01-17 | 596,481 | 47,330 | 549,151 | 1 | 67.8 | 23.1 | 0 | 9.2 | VTI:33.3%;QQQ:33.3%;MUB:33.3% | US:68.9;EU:11.9;APAC:11.9;EM:4.2;Other:3.2 | Value:-0.6;Growth:+0.1;Quality:-0.6;Size:+0.5;Momentum:0.0;LowVol:+1.0 | null | 7 | 25 | 3.3 | trailing 10% | 122 | 14.2 | Bull | 11.6 | 4.98 | 3.2 | 88 | 96 | 100 | 40 | false | Buy | Add to core equity +1% | 10 | -34 | BrokerC | LMT | 90 | null | null | Normal monitoring | 75 | -11 | 177 | 5 | false | Tighten stops on momentum names |
P3551 | Hands-off | Roth | USD | 2025-01-19 | 172,050 | 13,896 | 158,154 | 1 | 57.4 | 22 | 14.4 | 6.2 | AMZN:22.9%;MSFT:8.6%;VTI:22.9%;MUB:16.8%;QQQ:15.0%;IEF:13.7% | US:71.5;EU:12.1;APAC:8.6;EM:4.8;Other:3.1 | Value:-0.1;Growth:+0.3;Quality:-0.1;Size:-0.0;Momentum:-0.3;LowVol:+0.1 | null | 8 | 30 | 3.5 | hard 10% | 109 | 15.6 | Sideways | 14.8 | 4.1 | 3.4 | 98 | 54 | 82 | 42 | false | Rebalance | Shift +1% to bonds from equity | 29 | 12 | BrokerD | VWAP | 92 | null | null | Normal monitoring | 29 | -13 | 114 | 3 | false | Tax-aware sells next window |
P3552 | Hands-off | Roth | USD | 2024-10-26 | 154,841 | 11,920 | 142,921 | 1 | 69.7 | 25.3 | 0 | 5 | IEF:28.0%;VTI:28.0%;AMZN:28.0%;MSFT:16.0% | US:71.7;EU:11.8;APAC:7.9;EM:7.0;Other:1.5 | Value:-0.6;Growth:-0.7;Quality:-0.8;Size:-0.3;Momentum:+0.3;LowVol:+0.6 | MaxPos8% | 10 | 25 | 4 | trailing 8% | 147 | 14.6 | Volatile | 26.2 | 4.65 | 3.7 | 113 | -6 | 51 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -38 | BrokerD | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | 40 | -37 | 157 | 2 | false | Increase defensive factor exposure |
P3553 | Opportunistic | 401k | USD | 2024-08-03 | 725,112 | 58,227 | 666,885 | 1.2 | 66.9 | 10.3 | 18.7 | 4.1 | VOO:15.3%;AAPL:22.4%;TSLA:17.4%;TLT:22.4%;GLD:22.4% | US:60.5;EU:12.8;APAC:14.6;EM:7.7;Other:4.5 | Value:-0.0;Growth:-0.8;Quality:-0.9;Size:+0.4;Momentum:+0.8;LowVol:+0.9 | MaxPos8%;NoDerivatives | 5 | 25 | 4.7 | trailing 7% | 239 | 20.8 | Bull | 13.3 | 3.91 | 3 | 80 | 71 | 99 | 43 | false | Hedge | Add TLT +1% as duration hedge | 18 | 13 | BrokerC | MKT | 85 | null | null | Normal monitoring | 118 | -32 | 174 | 4 | false | Increase defensive factor exposure |
P3554 | Systematic | Roth | USD | 2024-12-14 | 1,861,162 | 122,045 | 1,739,117 | 1 | 62.2 | 26.3 | 6 | 5.6 | TLT:21.2%;VNQ:26.3%;GLD:26.3%;AMZN:26.3% | US:66.6;EU:10.9;APAC:13.7;EM:4.6;Other:4.1 | Value:-0.2;Growth:+0.4;Quality:-0.6;Size:+0.1;Momentum:-0.2;LowVol:-0.8 | NoDerivatives | 8 | 25 | 5.3 | trailing 9% | 144 | 26.6 | Bear | 22.5 | 3.74 | 1.9 | 173 | -33 | 39 | 55 | false | Rebalance | Shift +1% to bonds from equity | 1 | -25 | BrokerC | MKT | 88 | null | null | Normal monitoring | 15 | -15 | 114 | 5 | false | Increase defensive factor exposure |
P3555 | Systematic | Taxable | USD | 2025-11-09 | 848,927 | 42,046 | 806,881 | 1 | 62.3 | 30.4 | 2 | 5.4 | GLD:28.0%;XLF:16.1%;TSLA:28.0%;AMZN:28.0% | US:77.2;EU:7.1;APAC:6.1;EM:6.1;Other:3.6 | Value:-0.1;Growth:+0.6;Quality:+0.7;Size:0.0;Momentum:+0.4;LowVol:-1.0 | null | 10 | 35 | 4.3 | trailing 8% | 206 | 25.6 | Sideways | 20.4 | 4.35 | 2.6 | 118 | 49 | 79 | 65 | false | Rebalance | Shift +1% to bonds from equity | -6 | -38 | BrokerD | MKT | 87 | null | null | Normal monitoring | 102 | -26 | 155 | 4 | false | Tighten stops on momentum names |
P3556 | Systematic | Trust | USD | 2025-09-30 | 613,898 | 38,036 | 575,862 | 1 | 55.5 | 27.9 | 11.4 | 5.3 | MSFT:22.1%;GLD:21.1%;TSLA:12.3%;BND:22.2%;AMZN:22.2% | US:66.3;EU:12.8;APAC:10.9;EM:8.0;Other:2.0 | Value:+0.5;Growth:-0.8;Quality:+0.4;Size:+1.0;Momentum:+0.5;LowVol:-0.5 | NoDerivatives | 7 | 25 | 5.4 | trailing 8% | 230 | 25.8 | Bull | 14.1 | 4.79 | 3.3 | 76 | 81 | 83 | 47 | false | Rebalance | Shift +1% to bonds from equity | -8 | -34 | BrokerC | MKT | 91 | null | null | Normal monitoring | 73 | -49 | 196 | 4 | false | Within IPS guidelines |
P3557 | Active | Roth | USD | 2024-10-30 | 1,070,008 | 123,233 | 946,775 | 1 | 62.9 | 28 | 0 | 9.1 | VNQ:28.7%;VOO:28.7%;AMZN:14.0%;IEF:28.7% | US:65.1;EU:11.7;APAC:10.8;EM:10.3;Other:2.2 | Value:-1.0;Growth:-0.3;Quality:-0.8;Size:-0.4;Momentum:+0.1;LowVol:+0.4 | MaxPos6% | 10 | 30 | 4.6 | trailing 9% | 230 | 22.7 | Bear | 27.5 | 3.68 | 2.6 | 159 | -44 | 30 | 77 | true | Rebalance | Rebalance back to target bands | 35 | 15 | BrokerC | VWAP | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -59 | -8 | 12 | 3 | false | Tighten stops on momentum names |
P3558 | Systematic | Trust | USD | 2025-07-12 | 673,746 | 50,800 | 622,946 | 1 | 63.1 | 30.7 | 0 | 6.3 | BRK.B:21.0%;TSLA:21.2%;AAPL:9.4%;XLF:6.4%;QQQ:21.2%;GLD:20.8% | US:73.8;EU:9.3;APAC:12.3;EM:4.0;Other:0.5 | Value:+0.3;Growth:-0.3;Quality:+0.1;Size:-0.4;Momentum:+0.4;LowVol:-0.7 | MaxPos5%;NoDerivatives | 5 | 25 | 4.2 | trailing 9% | 211 | 24.3 | Bull | 11.4 | 4.95 | 2.1 | 117 | 94 | 90 | 31 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | -24 | BrokerC | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | 42 | -35 | 111 | 3 | false | Tighten stops on momentum names |
P3559 | Cautious | Roth | USD | 2025-04-17 | 703,854 | 93,942 | 609,912 | 1 | 53.7 | 33.1 | 2.4 | 10.8 | MSFT:27.4%;BRK.B:27.4%;BND:17.8%;AMZN:27.4% | US:60.1;EU:17.3;APAC:8.7;EM:8.9;Other:5.0 | Value:-0.1;Growth:-0.2;Quality:-0.2;Size:+0.8;Momentum:-0.7;LowVol:+0.2 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 3.2 | hard 10% | 137 | 16.1 | Bull | 15 | 3.6 | 3 | 85 | 94 | 83 | 50 | false | NoAction | Within bands; monitor | -15 | -12 | BrokerD | LMT | 100 | null | null | Normal monitoring | -18 | -35 | 9 | 5 | false | Tighten stops on momentum names |
P3560 | Opportunistic | Trust | USD | 2025-08-02 | 419,832 | 23,335 | 396,497 | 1 | 74.7 | 18.4 | 0.7 | 6.2 | BND:31.5%;VNQ:34.3%;BRK.B:34.3% | US:64.2;EU:15.9;APAC:11.2;EM:7.5;Other:1.1 | Value:-0.0;Growth:+0.3;Quality:-0.1;Size:+0.1;Momentum:+0.6;LowVol:-0.7 | null | 6 | 25 | 4.7 | trailing 9% | 169 | 25.8 | Bull | 12.1 | 4.32 | 2.2 | 116 | 107 | 100 | 42 | false | Buy | Add to core equity +1% | 26 | -11 | BrokerC | LMT | 89 | null | null | Normal monitoring | -2 | 13 | 10 | 3 | false | Monitor dispersion and breadth |
P3561 | Hands-off | Roth | USD | 2025-07-21 | 808,356 | 71,132 | 737,224 | 1 | 64.9 | 26.9 | 0 | 8.2 | MSFT:33.3%;HYG:33.3%;AAPL:33.3% | US:58.7;EU:14.4;APAC:14.2;EM:10.5;Other:2.2 | Value:-0.5;Growth:0.0;Quality:+0.9;Size:+0.5;Momentum:+0.4;LowVol:+0.8 | null | 8 | 25 | 4.7 | trailing 10% | 124 | 19.9 | Bear | 23.2 | 4.08 | 1.1 | 160 | 22 | 61 | 57 | false | Buy | Add to core equity +1% | -12 | 5 | BrokerD | VWAP | 89 | null | null | Normal monitoring | -32 | 7 | 98 | 5 | false | Increase defensive factor exposure |
P3562 | Active | 401k | USD | 2024-12-30 | 1,990,586 | 206,011 | 1,784,575 | 1.25 | 63.4 | 19.3 | 9.4 | 7.9 | QQQ:12.2%;VTI:15.9%;BND:25.5%;MUB:21.3%;HYG:25.1% | US:66.8;EU:20.4;APAC:8.2;EM:4.1;Other:0.4 | Value:+0.7;Growth:+0.2;Quality:+0.4;Size:-0.5;Momentum:+1.0;LowVol:-0.3 | null | 6 | 25 | 5.2 | hard 12% | 153 | 25.4 | Bull | 17 | 4.61 | 3.3 | 119 | 36 | 54 | 59 | false | Hedge | Add TLT +1% as duration hedge | 21 | -13 | BrokerA | LMT | 99 | null | null | Normal monitoring | -59 | -60 | -80 | 5 | false | Tax-aware sells next window |
P3563 | Cautious | IRA | USD | 2025-11-10 | 347,752 | 38,047 | 309,705 | 1 | 48.1 | 36.8 | 0.1 | 15 | AAPL:33.3%;GLD:33.3%;MSFT:33.3% | US:67.6;EU:10.2;APAC:9.1;EM:8.9;Other:4.2 | Value:-0.2;Growth:-0.5;Quality:+0.6;Size:+0.9;Momentum:-0.2;LowVol:-0.8 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 5 | 30 | 4.2 | trailing 10% | 147 | 14.7 | Sideways | 17.5 | 4.5 | 2.5 | 107 | 23 | 52 | 42 | false | Rebalance | Shift +1% to bonds from equity | 22 | -8 | BrokerC | LMT | 93 | null | null | Normal monitoring | -6 | 8 | -22 | 5 | false | Increase defensive factor exposure |
P3564 | Hands-off | 401k | USD | 2025-06-03 | 770,939 | 50,795 | 720,144 | 1 | 66.2 | 24.5 | 2.3 | 7.1 | BRK.B:25.2%;BND:25.2%;QQQ:24.4%;HYG:25.2% | US:62.9;EU:11.4;APAC:12.8;EM:10.2;Other:2.7 | Value:-0.1;Growth:-0.0;Quality:-0.5;Size:-0.7;Momentum:-0.6;LowVol:-0.3 | null | 10 | 35 | 5.7 | trailing 8% | 125 | 12 | Volatile | 28 | 3.52 | 3.9 | 145 | -3 | 46 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -16 | BrokerB | MKT | 90 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 80 | 12 | 113 | 5 | true | Within IPS guidelines |
P3565 | Active | IRA | USD | 2025-02-07 | 2,067,600 | 125,072 | 1,942,528 | 1 | 51.1 | 18.3 | 24.3 | 6.4 | VNQ:24.9%;TSLA:12.1%;HYG:24.9%;VTI:13.1%;IEF:24.9% | US:68.1;EU:5.8;APAC:14.4;EM:6.3;Other:5.4 | Value:-0.3;Growth:-0.8;Quality:-0.6;Size:+0.1;Momentum:+0.1;LowVol:-0.5 | MaxPos5% | 5 | 30 | 5.5 | trailing 8% | 143 | 16.6 | Sideways | 14.2 | 3.87 | 2 | 97 | -30 | 49 | 35 | false | Sell | Trim extended winner -1% | -12 | -21 | BrokerC | LMT | 95 | null | null | Normal monitoring | 53 | 9 | 41 | 4 | false | Monitor dispersion and breadth |
P3566 | Systematic | IRA | USD | 2025-06-11 | 1,143,175 | 83,752 | 1,059,423 | 1 | 55.6 | 26 | 11 | 7.5 | TLT:14.0%;AMZN:15.2%;TSLA:12.2%;MSFT:17.8%;XLF:20.4%;VOO:20.4% | US:71.9;EU:10.9;APAC:5.3;EM:9.4;Other:2.5 | Value:+0.8;Growth:+0.5;Quality:+0.2;Size:-0.3;Momentum:-0.8;LowVol:+0.5 | MaxPos7% | 5 | 30 | 5.3 | trailing 8% | 168 | 23.1 | Bull | 12.2 | 4.05 | 2.5 | 102 | 118 | 99 | 42 | true | Hedge | Buy index puts 1% notional | 18 | -10 | BrokerB | LMT | 87 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -58 | -35 | -7 | 2 | true | Within IPS guidelines |
P3567 | Cautious | Trust | USD | 2025-05-07 | 157,576 | 17,732 | 139,844 | 1 | 49.1 | 35.6 | 0 | 15.3 | BRK.B:25.7%;XLF:25.7%;GLD:23.0%;VOO:25.7% | US:68.8;EU:8.5;APAC:11.9;EM:7.6;Other:3.3 | Value:+0.6;Growth:+0.8;Quality:+0.9;Size:-0.5;Momentum:+0.3;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 10 | 35 | 5.3 | trailing 10% | 100 | 12.8 | Bear | 26.7 | 4.23 | 2.8 | 157 | -15 | 30 | 72 | true | Hedge | Buy index puts 1% notional | -13 | -40 | BrokerD | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | -34 | -7 | 20 | 3 | false | Tighten stops on momentum names |
P3568 | Active | Taxable | USD | 2024-10-07 | 766,591 | 91,674 | 674,917 | 1 | 54.1 | 28.7 | 8.6 | 8.6 | MUB:24.1%;QQQ:14.9%;AAPL:24.1%;MSFT:24.1%;XLF:12.7% | US:63.9;EU:14.9;APAC:7.9;EM:12.0;Other:1.3 | Value:+0.7;Growth:-0.5;Quality:-0.2;Size:+0.7;Momentum:0.0;LowVol:-0.6 | NoDerivatives | 8 | 35 | 5.4 | trailing 9% | 211 | 21.3 | Bull | 12.7 | 4.01 | 2.4 | 99 | 109 | 93 | 41 | false | Sell | Trim extended winner -1% | 27 | -32 | BrokerC | MKT | 86 | null | null | Normal monitoring | -48 | 6 | -50 | 5 | false | Monitor dispersion and breadth |
P3569 | Active | Roth | USD | 2025-01-16 | 2,059,622 | 189,744 | 1,869,878 | 1 | 64.6 | 20.6 | 6.6 | 8.2 | HYG:11.4%;GLD:20.8%;VOO:20.8%;MUB:12.3%;AMZN:19.7%;QQQ:15.1% | US:63.7;EU:8.1;APAC:13.0;EM:12.3;Other:2.9 | Value:-0.3;Growth:-0.8;Quality:+0.2;Size:-0.9;Momentum:-0.1;LowVol:+0.4 | NoDerivatives | 10 | 25 | 5.1 | trailing 8% | 143 | 18.6 | Volatile | 25.6 | 4.49 | 3.8 | 141 | -33 | 18 | 64 | false | Buy | Add to core equity +1% | 9 | -13 | BrokerC | MKT | 88 | null | null | Normal monitoring | 114 | -18 | 149 | 4 | false | Increase defensive factor exposure |
P3570 | Cautious | Taxable | USD | 2024-09-26 | 466,248 | 38,465 | 427,783 | 1 | 47.1 | 38.6 | 3.3 | 11 | IEF:34.8%;HYG:34.8%;AMZN:30.4% | US:60.7;EU:16.0;APAC:11.0;EM:8.2;Other:4.1 | Value:+0.7;Growth:-0.5;Quality:+0.5;Size:-0.5;Momentum:+0.1;LowVol:+0.5 | ESGOnly;MaxPos8%;NoMargin | 6 | 25 | 3.6 | hard 10% | 105 | 12.2 | Volatile | 31.9 | 4.01 | 3.4 | 129 | -17 | 33 | 77 | true | Rebalance | Rebalance back to target bands | 17 | -5 | BrokerA | MKT | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 1 | -22 | 141 | 4 | false | Within IPS guidelines |
P3571 | Opportunistic | Trust | USD | 2025-09-16 | 1,523,072 | 63,991 | 1,459,081 | 1 | 71.2 | 11.8 | 10.5 | 6.4 | VTI:22.5%;XLF:15.6%;BND:22.5%;MSFT:17.0%;BRK.B:22.5% | US:70.8;EU:11.8;APAC:8.4;EM:8.1;Other:0.9 | Value:-0.5;Growth:+0.2;Quality:-0.3;Size:-0.3;Momentum:-0.1;LowVol:+0.7 | null | 5 | 25 | 5.9 | trailing 7% | 221 | 21.2 | Bull | 17.5 | 4.04 | 2.9 | 105 | 9 | 40 | 52 | false | Sell | Trim extended winner -1% | 24 | -38 | BrokerC | VWAP | 87 | null | null | Normal monitoring | 107 | -51 | 196 | 4 | false | Tax-aware sells next window |
P3572 | Cautious | Trust | USD | 2025-05-21 | 654,812 | 74,074 | 580,738 | 1 | 40.4 | 34.9 | 9.9 | 14.8 | GLD:22.6%;VOO:22.6%;BND:13.5%;VNQ:9.6%;MUB:11.9%;HYG:19.7% | US:71.2;EU:9.9;APAC:10.2;EM:4.9;Other:3.7 | Value:+0.3;Growth:-0.7;Quality:-0.9;Size:+0.3;Momentum:-0.1;LowVol:+0.4 | ESGOnly;NoMargin | 10 | 30 | 3.2 | hard 10% | 142 | 12.2 | Bull | 11.6 | 4.96 | 2.9 | 78 | 58 | 67 | 21 | true | Hedge | Buy index puts 1% notional | -14 | 2 | BrokerB | LMT | 96 | VAR>budget | Hedge | Risk above budget threshold | 17 | -5 | 2 | 4 | true | Tax-aware sells next window |
P3573 | Cautious | IRA | USD | 2024-07-06 | 776,654 | 79,007 | 697,647 | 1 | 48.8 | 40.8 | 0 | 10.4 | AMZN:33.3%;TSLA:33.3%;XLF:33.3% | US:68.4;EU:16.1;APAC:8.3;EM:4.2;Other:3.0 | Value:+0.3;Growth:+0.4;Quality:-0.0;Size:-0.6;Momentum:+0.9;LowVol:-0.5 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 4.2 | trailing 8% | 161 | 17.7 | Bull | 16.3 | 3.65 | 2 | 93 | 73 | 98 | 40 | true | Rebalance | Rebalance back to target bands | 15 | 0 | BrokerA | LMT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 118 | 14 | 124 | 5 | false | Increase defensive factor exposure |
P3574 | Hands-off | 401k | USD | 2024-08-05 | 642,262 | 62,899 | 579,363 | 1 | 71 | 18.6 | 1 | 9.4 | VTI:9.1%;GLD:22.5%;TSLA:22.5%;BRK.B:10.9%;BND:20.1%;AMZN:15.0% | US:74.6;EU:6.5;APAC:7.4;EM:8.1;Other:3.4 | Value:+0.7;Growth:+0.6;Quality:+0.6;Size:-0.1;Momentum:+0.3;LowVol:-0.8 | null | 7 | 35 | 4.6 | hard 10% | 99 | 19.3 | Bull | 12.4 | 4.84 | 2 | 83 | 90 | 90 | 50 | false | Rebalance | Shift +1% to bonds from equity | 9 | -31 | BrokerC | MKT | 94 | null | null | Normal monitoring | 106 | -54 | 104 | 5 | false | Tax-aware sells next window |
P3575 | Active | 401k | USD | 2025-05-14 | 1,080,335 | 127,100 | 953,235 | 1.21 | 64.8 | 28.6 | 0 | 6.6 | GLD:26.4%;HYG:26.4%;BRK.B:26.4%;TSLA:20.7% | US:65.6;EU:16.1;APAC:6.9;EM:7.7;Other:3.7 | Value:-0.2;Growth:+0.8;Quality:+0.3;Size:+0.4;Momentum:+1.0;LowVol:-0.4 | MaxPos6%;NoDerivatives | 8 | 30 | 4.8 | trailing 9% | 124 | 25.6 | Sideways | 15.8 | 3.63 | 2.7 | 125 | 25 | 59 | 44 | true | Rebalance | Rebalance back to target bands | 12 | 13 | BrokerA | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | 115 | 4 | 123 | 5 | false | Within IPS guidelines |
P3576 | Active | Roth | USD | 2024-12-04 | 580,679 | 68,596 | 512,083 | 1 | 64.3 | 29.7 | 0 | 6 | TSLA:21.6%;AMZN:13.5%;IEF:22.7%;HYG:19.5%;MUB:22.7% | US:61.7;EU:13.8;APAC:11.0;EM:10.6;Other:2.8 | Value:-0.5;Growth:+0.7;Quality:-0.9;Size:+0.7;Momentum:-0.7;LowVol:-0.6 | NoDerivatives | 6 | 35 | 5.2 | trailing 9% | 209 | 22.7 | Bull | 11.1 | 4.22 | 3.2 | 89 | 40 | 72 | 41 | false | Sell | Trim extended winner -1% | 27 | -11 | BrokerC | MKT | 94 | null | null | Normal monitoring | 22 | -35 | 137 | 5 | false | Monitor dispersion and breadth |
P3577 | Active | IRA | USD | 2025-08-28 | 2,154,846 | 238,458 | 1,916,388 | 1 | 55.1 | 27.3 | 11.1 | 6.5 | QQQ:38.1%;GLD:23.8%;IEF:38.1% | US:56.9;EU:17.7;APAC:13.2;EM:10.8;Other:1.4 | Value:-0.9;Growth:-0.8;Quality:0.0;Size:-0.9;Momentum:+0.3;LowVol:+0.2 | null | 10 | 30 | 4.4 | trailing 8% | 141 | 27.3 | Volatile | 27.8 | 4.75 | 4 | 152 | -33 | 19 | 75 | true | Hedge | Buy index puts 1% notional | 33 | -4 | BrokerD | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | 114 | -11 | 139 | 2 | false | Monitor dispersion and breadth |
P3578 | Active | IRA | USD | 2024-10-08 | 2,168,129 | 191,705 | 1,976,424 | 1 | 59.2 | 19.5 | 14.9 | 6.4 | HYG:20.2%;VTI:25.5%;VOO:27.1%;IEF:27.1% | US:76.2;EU:10.3;APAC:5.6;EM:3.6;Other:4.3 | Value:+0.4;Growth:+0.8;Quality:+0.1;Size:-1.0;Momentum:+0.8;LowVol:-0.3 | MaxPos6% | 8 | 25 | 5.5 | trailing 8% | 143 | 19.6 | Volatile | 20.3 | 4.62 | 3.1 | 111 | -18 | 56 | 59 | false | Sell | Trim extended winner -1% | 22 | -1 | BrokerD | MKT | 87 | null | null | Normal monitoring | -17 | -10 | 13 | 5 | false | Within IPS guidelines |
P3579 | Active | 401k | USD | 2025-11-25 | 2,228,481 | 205,793 | 2,022,688 | 1.21 | 56.3 | 23.2 | 14.6 | 5.9 | BND:18.8%;VOO:27.3%;AMZN:27.3%;HYG:26.6% | US:67.6;EU:6.8;APAC:13.4;EM:7.5;Other:4.7 | Value:-0.2;Growth:-0.6;Quality:+0.2;Size:+0.7;Momentum:+0.9;LowVol:-0.8 | null | 10 | 35 | 5.1 | trailing 9% | 121 | 26.9 | Volatile | 22.9 | 3.79 | 2.3 | 179 | 19 | 56 | 57 | false | Sell | Trim extended winner -1% | 31 | -11 | BrokerD | MKT | 93 | null | null | Normal monitoring | -13 | -30 | 47 | 5 | false | Increase defensive factor exposure |
P3580 | Cautious | Taxable | USD | 2025-06-01 | 247,412 | 27,846 | 219,566 | 1 | 37.9 | 30.5 | 15.2 | 16.4 | TLT:14.4%;VOO:10.8%;MSFT:25.9%;AMZN:25.9%;MUB:23.1% | US:67.3;EU:16.8;APAC:7.0;EM:8.9;Other:0.0 | Value:+0.9;Growth:+0.7;Quality:-0.1;Size:-0.4;Momentum:-0.6;LowVol:-0.1 | MaxPos6%;NoMargin | 10 | 25 | 3.3 | trailing 8% | 96 | 16.2 | Sideways | 19.7 | 4.97 | 3.2 | 125 | -12 | 49 | 48 | false | Buy | Add to core equity +1% | 27 | 14 | BrokerA | LMT | 91 | null | null | Normal monitoring | -39 | -23 | 23 | 4 | false | Within IPS guidelines |
P3581 | Hands-off | Roth | USD | 2025-10-19 | 538,073 | 32,544 | 505,529 | 1 | 62.4 | 19.3 | 10.3 | 7.9 | AMZN:35.0%;TLT:35.0%;BND:30.0% | US:67.1;EU:17.7;APAC:8.2;EM:6.8;Other:0.2 | Value:+0.6;Growth:-0.2;Quality:-0.4;Size:+0.4;Momentum:-0.1;LowVol:+0.4 | MaxPos7%;NoDerivatives | 7 | 35 | 6 | trailing 8% | 148 | 14.7 | Sideways | 17.3 | 4.73 | 2.2 | 136 | 41 | 58 | 58 | false | Buy | Add to core equity +1% | 2 | 5 | BrokerA | MKT | 93 | null | null | Normal monitoring | 63 | -31 | 138 | 4 | false | Tighten stops on momentum names |
P3582 | Cautious | Trust | USD | 2025-10-05 | 454,812 | 39,919 | 414,893 | 1 | 50.9 | 34.1 | 0 | 15 | AAPL:34.5%;TLT:34.5%;VOO:31.1% | US:66.2;EU:12.9;APAC:10.9;EM:6.1;Other:4.0 | Value:+0.1;Growth:+0.1;Quality:+0.2;Size:-0.4;Momentum:+0.9;LowVol:-0.2 | ESGOnly;NoMargin | 8 | 35 | 4.9 | hard 10% | 160 | 14.2 | Sideways | 16.8 | 4.85 | 3.5 | 139 | 23 | 47 | 36 | true | Hedge | Buy index puts 1% notional | 24 | -1 | BrokerC | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | -21 | -14 | 4 | 4 | false | Within IPS guidelines |
P3583 | Active | Roth | USD | 2024-12-09 | 1,929,938 | 144,053 | 1,785,885 | 1 | 53.4 | 31.3 | 5.6 | 9.7 | BRK.B:24.6%;AAPL:24.6%;HYG:13.1%;MSFT:23.5%;TLT:14.2% | US:61.5;EU:16.0;APAC:11.7;EM:8.0;Other:2.8 | Value:+0.8;Growth:+0.6;Quality:-0.4;Size:+0.6;Momentum:0.0;LowVol:-0.8 | null | 10 | 25 | 5.3 | trailing 9% | 176 | 19.9 | Bull | 14.7 | 3.65 | 2.6 | 106 | 67 | 85 | 40 | false | Rebalance | Shift +1% to bonds from equity | -11 | -10 | BrokerA | VWAP | 87 | null | null | Normal monitoring | -2 | -9 | 115 | 5 | false | Tax-aware sells next window |
P3584 | Active | IRA | USD | 2025-07-22 | 514,763 | 35,776 | 478,987 | 1 | 61.7 | 24.7 | 4.9 | 8.7 | BRK.B:27.2%;VOO:27.2%;MSFT:18.6%;VTI:27.1% | US:65.0;EU:11.8;APAC:13.2;EM:6.4;Other:3.6 | Value:+0.2;Growth:+0.8;Quality:+0.3;Size:+0.7;Momentum:-0.2;LowVol:+0.3 | null | 7 | 30 | 4.8 | trailing 9% | 229 | 27.4 | Bear | 27.8 | 3.41 | 2.5 | 160 | 18 | 51 | 70 | false | Buy | Add to core equity +1% | 8 | -28 | BrokerB | MKT | 94 | null | null | Normal monitoring | 65 | -39 | 71 | 3 | false | Increase defensive factor exposure |
P3585 | Systematic | 401k | USD | 2024-11-28 | 1,043,555 | 57,591 | 985,964 | 1 | 68.2 | 22.1 | 0.3 | 9.4 | MUB:27.8%;VOO:27.8%;VNQ:16.6%;VTI:27.8% | US:72.6;EU:6.4;APAC:13.5;EM:3.8;Other:3.7 | Value:+0.3;Growth:+0.1;Quality:+0.4;Size:-0.1;Momentum:+0.3;LowVol:+0.6 | MaxPos6% | 10 | 35 | 4.9 | trailing 9% | 175 | 27 | Bear | 25.3 | 3.37 | 1.9 | 208 | -53 | 15 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 14 | -26 | BrokerB | MKT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -13 | -10 | -42 | 4 | false | Tighten stops on momentum names |
P3586 | Hands-off | Trust | USD | 2024-09-25 | 797,218 | 61,451 | 735,767 | 1 | 63.4 | 16.9 | 14.3 | 5.4 | TSLA:10.8%;MUB:21.7%;VOO:21.7%;IEF:21.7%;GLD:15.5%;BRK.B:8.7% | US:68.3;EU:14.5;APAC:7.5;EM:7.2;Other:2.4 | Value:+0.7;Growth:-0.1;Quality:+0.1;Size:+0.2;Momentum:-0.3;LowVol:-0.6 | ESGOnly;MaxPos6% | 6 | 35 | 5.6 | trailing 8% | 99 | 18.3 | Bull | 12.8 | 4.68 | 2.8 | 111 | 101 | 100 | 38 | false | Sell | Trim extended winner -1% | 4 | -40 | BrokerA | VWAP | 87 | null | null | Normal monitoring | -31 | -15 | -18 | 4 | false | Monitor dispersion and breadth |
P3587 | Cautious | Trust | USD | 2025-07-10 | 288,612 | 45,268 | 243,344 | 1 | 50.7 | 32 | 1.1 | 16.2 | VOO:22.0%;AAPL:15.9%;IEF:22.0%;TSLA:18.1%;XLF:22.0% | US:67.0;EU:12.4;APAC:9.0;EM:10.8;Other:0.8 | Value:-0.1;Growth:+0.9;Quality:+0.3;Size:+0.3;Momentum:+0.7;LowVol:-0.5 | NoMargin | 8 | 25 | 4.2 | trailing 8% | 157 | 12.9 | Volatile | 26.5 | 5.44 | 4.4 | 123 | -31 | 49 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -22 | BrokerC | LMT | 100 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 11 | -27 | 150 | 4 | false | Tax-aware sells next window |
P3588 | Opportunistic | IRA | USD | 2024-08-01 | 1,178,632 | 45,637 | 1,132,995 | 1 | 67.7 | 13.3 | 13.3 | 5.7 | IEF:33.3%;GLD:33.3%;AMZN:33.3% | US:68.2;EU:13.1;APAC:8.1;EM:7.0;Other:3.5 | Value:+0.9;Growth:+0.5;Quality:+0.3;Size:-1.0;Momentum:-0.4;LowVol:-0.6 | null | 6 | 30 | 5.7 | trailing 7% | 249 | 26.2 | Volatile | 23.8 | 5.33 | 3.2 | 128 | -56 | 23 | 74 | true | Rebalance | Rebalance back to target bands | 20 | -20 | BrokerA | MKT | 92 | VAR>budget | Pause | Risk above budget threshold | -6 | 10 | 6 | 4 | false | Monitor dispersion and breadth |
P3589 | Hands-off | IRA | USD | 2025-11-02 | 291,018 | 14,890 | 276,128 | 1 | 56.3 | 26.5 | 9.9 | 7.3 | XLF:23.1%;BND:18.4%;MSFT:23.9%;IEF:22.1%;AMZN:12.5% | US:76.0;EU:7.6;APAC:5.8;EM:7.7;Other:2.9 | Value:+0.3;Growth:+0.5;Quality:-0.3;Size:+0.9;Momentum:-0.7;LowVol:+0.6 | MaxPos6% | 7 | 30 | 3.2 | trailing 8% | 155 | 17.7 | Sideways | 17.8 | 4.18 | 2.1 | 134 | 8 | 67 | 44 | false | Sell | Trim extended winner -1% | 18 | -20 | BrokerD | VWAP | 88 | null | null | Normal monitoring | 113 | -40 | 176 | 5 | false | Increase defensive factor exposure |
P3590 | Systematic | Taxable | USD | 2024-08-21 | 640,939 | 31,163 | 609,776 | 1 | 63.9 | 28.3 | 1.1 | 6.7 | IEF:23.6%;MSFT:10.5%;VTI:18.6%;GLD:23.6%;TLT:23.6% | US:76.0;EU:9.0;APAC:6.8;EM:6.9;Other:1.3 | Value:+0.1;Growth:+0.9;Quality:+0.3;Size:-0.0;Momentum:-0.5;LowVol:+0.9 | NoDerivatives | 5 | 30 | 5.1 | hard 12% | 153 | 17.9 | Volatile | 24.7 | 4.67 | 4.3 | 132 | 16 | 67 | 60 | false | Hedge | Add TLT +1% as duration hedge | 12 | -17 | BrokerD | MKT | 86 | null | null | Normal monitoring | 119 | -23 | 101 | 3 | false | Tax-aware sells next window |
P3591 | Hands-off | IRA | USD | 2025-03-04 | 479,950 | 39,804 | 440,146 | 1 | 58.7 | 17.8 | 14.8 | 8.8 | QQQ:27.6%;XLF:27.6%;MSFT:17.2%;MUB:27.6% | US:73.4;EU:11.7;APAC:5.1;EM:5.8;Other:4.0 | Value:-0.0;Growth:-0.6;Quality:+0.3;Size:-0.9;Momentum:-0.5;LowVol:0.0 | NoDerivatives | 10 | 30 | 5.6 | trailing 10% | 144 | 13.3 | Bull | 13 | 4.04 | 3.4 | 79 | 74 | 86 | 41 | false | Sell | Trim extended winner -1% | -11 | -15 | BrokerA | LMT | 97 | null | null | Normal monitoring | 29 | -4 | 84 | 4 | false | Within IPS guidelines |
P3592 | Hands-off | Taxable | USD | 2025-06-12 | 731,749 | 67,701 | 664,048 | 1 | 57.7 | 29.3 | 5 | 8 | TLT:21.5%;XLF:7.4%;BND:19.4%;VOO:8.8%;AMZN:21.5%;GLD:21.5% | US:68.0;EU:19.3;APAC:7.3;EM:4.8;Other:0.7 | Value:-0.1;Growth:-0.4;Quality:+0.3;Size:+0.8;Momentum:0.0;LowVol:+0.9 | ESGOnly | 5 | 25 | 4.5 | trailing 8% | 159 | 17.1 | Bull | 12.9 | 4.94 | 2.3 | 92 | 31 | 60 | 40 | false | NoAction | Within bands; monitor | 26 | -35 | BrokerA | MKT | 0 | null | null | Normal monitoring | 95 | -44 | 132 | 5 | false | Within IPS guidelines |
P3593 | Systematic | Trust | USD | 2025-05-01 | 1,694,953 | 80,841 | 1,614,112 | 1 | 69.8 | 22 | 3 | 5.2 | QQQ:25.0%;GLD:25.0%;BND:25.0%;MSFT:25.0% | US:64.5;EU:16.0;APAC:6.8;EM:10.7;Other:2.0 | Value:-0.1;Growth:-0.0;Quality:-1.0;Size:-0.5;Momentum:+0.5;LowVol:+0.7 | MaxPos8% | 8 | 35 | 5.3 | hard 12% | 144 | 18.1 | Sideways | 18.7 | 4.63 | 2.4 | 110 | 32 | 51 | 60 | false | NoAction | Within bands; monitor | 10 | 6 | BrokerA | MKT | 0 | null | null | Normal monitoring | 4 | -27 | 115 | 5 | false | Tighten stops on momentum names |
P3594 | Systematic | Trust | USD | 2024-08-12 | 902,858 | 49,115 | 853,743 | 1 | 58.5 | 33.7 | 2.3 | 5.4 | AAPL:24.3%;TSLA:24.3%;AMZN:13.0%;HYG:24.3%;IEF:13.9% | US:61.5;EU:19.8;APAC:14.0;EM:4.3;Other:0.5 | Value:+0.2;Growth:-0.2;Quality:-0.8;Size:+0.1;Momentum:+0.1;LowVol:-0.0 | null | 5 | 25 | 5.8 | hard 12% | 225 | 25.8 | Volatile | 23.5 | 3.83 | 2.7 | 130 | 3 | 64 | 68 | false | Sell | Trim extended winner -1% | 19 | 14 | BrokerD | MKT | 86 | null | null | Normal monitoring | -44 | 9 | 74 | 3 | false | Tax-aware sells next window |
P3595 | Systematic | Roth | USD | 2025-04-01 | 651,801 | 51,646 | 600,155 | 1 | 62.9 | 29.4 | 0 | 7.7 | VOO:25.6%;IEF:25.6%;VNQ:23.3%;MUB:25.6% | US:71.5;EU:12.6;APAC:8.6;EM:5.8;Other:1.6 | Value:+0.1;Growth:+0.4;Quality:-0.2;Size:+0.2;Momentum:+0.8;LowVol:-0.6 | MaxPos7% | 10 | 25 | 5.3 | trailing 9% | 143 | 20.6 | Bear | 28.8 | 3.27 | 1.8 | 169 | 12 | 69 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | -32 | BrokerC | LMT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 70 | -1 | 34 | 4 | false | Monitor dispersion and breadth |
P3596 | Opportunistic | 401k | USD | 2025-01-04 | 315,646 | 11,460 | 304,186 | 1 | 65 | 15.1 | 11.2 | 8.7 | VOO:27.2%;QQQ:18.4%;GLD:27.2%;HYG:27.2% | US:69.5;EU:15.1;APAC:8.1;EM:6.9;Other:0.4 | Value:-0.9;Growth:+0.7;Quality:-0.4;Size:-0.7;Momentum:+0.3;LowVol:-0.7 | null | 10 | 25 | 6.5 | trailing 9% | 225 | 21.4 | Sideways | 21.6 | 3.93 | 2.9 | 112 | 60 | 92 | 72 | false | Hedge | Add TLT +1% as duration hedge | 10 | -6 | BrokerB | MKT | 94 | null | null | Normal monitoring | -13 | 7 | 14 | 4 | false | Increase defensive factor exposure |
P3597 | Hands-off | IRA | USD | 2025-07-30 | 508,926 | 20,814 | 488,112 | 1 | 67.2 | 27.8 | 0 | 5.1 | BND:21.4%;BRK.B:21.4%;VNQ:21.4%;AAPL:18.7%;VTI:17.0% | US:57.1;EU:19.5;APAC:9.0;EM:11.5;Other:2.8 | Value:-0.5;Growth:-0.7;Quality:-0.6;Size:-0.6;Momentum:-0.9;LowVol:-0.2 | ESGOnly;NoDerivatives | 10 | 25 | 3.4 | trailing 10% | 149 | 13.2 | Bear | 30.8 | 3.79 | 1.3 | 185 | -32 | 41 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -40 | BrokerC | LMT | 85 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 119 | 5 | 181 | 2 | false | Tighten stops on momentum names |
P3598 | Hands-off | Roth | USD | 2024-09-09 | 206,539 | 10,531 | 196,008 | 1 | 60.7 | 22.7 | 8.5 | 8.1 | TLT:10.8%;BND:13.1%;BRK.B:20.7%;MSFT:20.7%;AMZN:13.9%;IEF:20.7% | US:60.3;EU:17.4;APAC:11.0;EM:7.8;Other:3.5 | Value:-0.6;Growth:+0.5;Quality:-0.4;Size:+0.9;Momentum:+0.6;LowVol:-0.7 | ESGOnly;MaxPos5% | 5 | 25 | 3.6 | trailing 10% | 131 | 12.3 | Sideways | 18.4 | 4.45 | 3.1 | 134 | -10 | 35 | 55 | false | NoAction | Within bands; monitor | -5 | 10 | BrokerD | MKT | 0 | null | null | Normal monitoring | 83 | -29 | 158 | 4 | false | Within IPS guidelines |
P3599 | Active | IRA | USD | 2025-07-20 | 2,155,243 | 217,068 | 1,938,175 | 1.1 | 51.3 | 24.8 | 17 | 6.9 | VTI:33.3%;VNQ:33.3%;MSFT:33.3% | US:76.9;EU:6.8;APAC:12.5;EM:3.1;Other:0.8 | Value:+0.6;Growth:-0.9;Quality:-0.0;Size:-0.3;Momentum:+0.8;LowVol:-0.9 | null | 5 | 30 | 4.1 | trailing 9% | 214 | 17.6 | Sideways | 15.5 | 4.59 | 3.4 | 91 | 56 | 63 | 35 | false | Sell | Trim extended winner -1% | 31 | -11 | BrokerD | MKT | 96 | null | null | Normal monitoring | -50 | 0 | 22 | 5 | false | Tighten stops on momentum names |
P3600 | Active | Taxable | USD | 2025-05-28 | 2,201,240 | 176,302 | 2,024,938 | 1 | 52.7 | 19.1 | 22.6 | 5.6 | MSFT:27.2%;XLF:18.3%;QQQ:27.2%;VOO:27.2% | US:68.5;EU:11.9;APAC:7.0;EM:10.3;Other:2.4 | Value:-0.4;Growth:-0.3;Quality:+0.4;Size:+0.6;Momentum:-0.2;LowVol:+0.2 | MaxPos8% | 8 | 25 | 4.3 | trailing 8% | 197 | 17.4 | Volatile | 22.6 | 3.57 | 3.4 | 153 | -22 | 45 | 53 | false | Sell | Trim extended winner -1% | -3 | -2 | BrokerA | MKT | 92 | null | null | Normal monitoring | -42 | -25 | 8 | 3 | false | Monitor dispersion and breadth |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.