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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P3601 | Active | 401k | USD | 2025-06-12 | 2,272,455 | 232,117 | 2,040,338 | 1 | 54.3 | 30.7 | 9 | 6 | MUB:33.3%;VNQ:33.3%;AAPL:33.3% | US:64.0;EU:14.5;APAC:10.6;EM:7.8;Other:3.0 | Value:+0.5;Growth:-0.5;Quality:+0.4;Size:-0.1;Momentum:+0.6;LowVol:+0.8 | null | 8 | 30 | 5.3 | trailing 9% | 140 | 26 | Sideways | 17.6 | 4.13 | 3.3 | 130 | -22 | 37 | 44 | false | Sell | Trim extended winner -1% | 21 | -24 | BrokerD | LMT | 100 | null | null | Normal monitoring | 84 | -10 | 207 | 3 | false | Tighten stops on momentum names |
P3602 | Cautious | Trust | USD | 2025-09-07 | 780,365 | 74,900 | 705,465 | 1 | 40.9 | 30.8 | 14.3 | 14 | BND:18.3%;QQQ:27.2%;AMZN:27.2%;XLF:27.2% | US:75.7;EU:7.5;APAC:10.1;EM:5.8;Other:1.0 | Value:+0.7;Growth:-0.5;Quality:-0.8;Size:-0.8;Momentum:0.0;LowVol:+0.9 | NoMargin | 7 | 35 | 4.3 | trailing 10% | 154 | 14.8 | Sideways | 18.9 | 4.49 | 3.4 | 134 | -3 | 48 | 41 | false | Rebalance | Shift +1% to bonds from equity | 19 | 3 | BrokerC | MKT | 96 | null | null | Normal monitoring | 76 | -28 | 89 | 5 | false | Within IPS guidelines |
P3603 | Opportunistic | Taxable | USD | 2024-09-10 | 359,967 | 14,195 | 345,772 | 1.16 | 70.9 | 21.6 | 0 | 7.5 | GLD:25.0%;TLT:25.0%;BRK.B:25.0%;VOO:25.0% | US:65.2;EU:8.8;APAC:14.1;EM:10.5;Other:1.5 | Value:-0.4;Growth:+0.2;Quality:+0.9;Size:-0.3;Momentum:+0.9;LowVol:-0.7 | null | 7 | 25 | 5.5 | hard 12% | 245 | 32.5 | Bull | 13.7 | 4.22 | 2.1 | 84 | 36 | 70 | 40 | true | Reduce | Cut high-beta by 2-3%, add cash | 14 | -3 | BrokerB | LMT | 89 | VAR>budget | Pause | Risk above budget threshold | -20 | -50 | -28 | 2 | false | Tax-aware sells next window |
P3604 | Systematic | Trust | USD | 2025-05-20 | 1,650,124 | 66,637 | 1,583,487 | 1 | 61.8 | 30.1 | 1.3 | 6.8 | MUB:24.8%;AMZN:15.3%;IEF:24.8%;XLF:15.4%;VOO:19.8% | US:71.3;EU:11.4;APAC:9.7;EM:4.2;Other:3.4 | Value:-0.5;Growth:-0.0;Quality:+0.5;Size:-0.9;Momentum:-0.7;LowVol:-0.4 | MaxPos6%;NoDerivatives | 8 | 30 | 5.4 | trailing 8% | 229 | 21.2 | Bull | 18 | 4.61 | 2.8 | 95 | 33 | 76 | 52 | false | Sell | Trim extended winner -1% | 28 | 11 | BrokerC | MKT | 90 | null | null | Normal monitoring | 83 | -10 | 116 | 5 | false | Tighten stops on momentum names |
P3605 | Active | IRA | USD | 2024-08-09 | 2,388,738 | 243,885 | 2,144,853 | 1 | 64.4 | 24.4 | 4.4 | 6.8 | TLT:8.4%;MUB:21.8%;BND:21.8%;HYG:13.8%;QQQ:14.7%;TSLA:19.6% | US:74.8;EU:4.9;APAC:14.2;EM:4.4;Other:1.7 | Value:-0.3;Growth:+0.1;Quality:+0.1;Size:-0.1;Momentum:-0.1;LowVol:-0.6 | null | 7 | 30 | 5.8 | trailing 9% | 149 | 22.1 | Volatile | 24.3 | 4.46 | 4 | 132 | -35 | 17 | 74 | true | Rebalance | Rebalance back to target bands | -14 | -2 | BrokerC | MKT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -19 | 19 | 34 | 2 | false | Monitor dispersion and breadth |
P3606 | Opportunistic | Trust | USD | 2024-11-09 | 564,390 | 22,269 | 542,121 | 1 | 62.5 | 15.2 | 17.1 | 5.2 | MSFT:21.8%;AMZN:26.1%;VOO:26.1%;MUB:26.1% | US:62.9;EU:14.3;APAC:11.2;EM:7.3;Other:4.3 | Value:-0.2;Growth:-0.2;Quality:+0.9;Size:-0.8;Momentum:-0.3;LowVol:+0.1 | MaxPos6% | 8 | 35 | 6.4 | trailing 7% | 237 | 25.2 | Bull | 11.1 | 3.62 | 3.3 | 115 | 8 | 58 | 38 | false | Buy | Add to core equity +1% | 12 | -24 | BrokerD | LMT | 91 | null | null | Normal monitoring | 85 | 9 | 134 | 4 | false | Monitor dispersion and breadth |
P3607 | Opportunistic | Taxable | USD | 2025-08-09 | 914,248 | 33,336 | 880,912 | 1.07 | 73.9 | 19.5 | 0 | 6.6 | QQQ:20.6%;IEF:13.9%;GLD:20.6%;VOO:6.9%;AAPL:17.3%;BND:20.6% | US:68.1;EU:10.2;APAC:11.3;EM:7.1;Other:3.2 | Value:+0.5;Growth:-0.1;Quality:-0.8;Size:-0.2;Momentum:+0.5;LowVol:+0.8 | null | 6 | 30 | 5.7 | trailing 7% | 247 | 34.7 | Bear | 26.9 | 4.04 | 1.3 | 183 | -5 | 46 | 83 | true | Hedge | Buy index puts 1% notional | 34 | 4 | BrokerA | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -35 | -42 | -39 | 4 | false | Increase defensive factor exposure |
P3608 | Systematic | 401k | USD | 2025-01-04 | 1,550,087 | 127,488 | 1,422,599 | 1 | 56.6 | 27.1 | 7.7 | 8.6 | VTI:12.6%;QQQ:22.7%;XLF:21.7%;IEF:22.7%;AAPL:20.4% | US:61.8;EU:10.1;APAC:11.0;EM:11.9;Other:5.2 | Value:+0.7;Growth:-0.2;Quality:+0.3;Size:+0.4;Momentum:+1.0;LowVol:+0.5 | MaxPos5% | 5 | 25 | 4.8 | hard 12% | 222 | 18.3 | Volatile | 23.2 | 4.06 | 2.9 | 128 | 51 | 64 | 69 | false | Sell | Trim extended winner -1% | 13 | -29 | BrokerB | MKT | 95 | null | null | Normal monitoring | 24 | 18 | 9 | 3 | false | Within IPS guidelines |
P3609 | Cautious | 401k | USD | 2024-11-19 | 520,172 | 75,866 | 444,306 | 1 | 42.9 | 42.3 | 0 | 14.9 | QQQ:14.3%;XLF:13.3%;TSLA:22.3%;MSFT:14.9%;VOO:12.9%;VNQ:22.3% | US:64.7;EU:6.7;APAC:17.4;EM:9.7;Other:1.4 | Value:+1.0;Growth:0.0;Quality:+0.9;Size:-0.7;Momentum:-0.8;LowVol:+1.0 | ESGOnly;NoMargin | 5 | 25 | 3.8 | trailing 8% | 156 | 18.8 | Sideways | 20.9 | 4.28 | 3.3 | 133 | 50 | 61 | 48 | false | Buy | Add to core equity +1% | 28 | 2 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 18 | -14 | 44 | 3 | false | Increase defensive factor exposure |
P3610 | Active | IRA | USD | 2025-05-22 | 1,811,712 | 144,039 | 1,667,673 | 1 | 54.9 | 31.3 | 7 | 6.8 | QQQ:18.6%;VNQ:18.9%;AAPL:16.6%;TSLA:10.2%;VOO:19.1%;AMZN:16.6% | US:75.9;EU:6.6;APAC:5.5;EM:11.7;Other:0.3 | Value:-0.9;Growth:-0.4;Quality:+0.3;Size:-1.0;Momentum:+0.4;LowVol:+0.2 | null | 7 | 30 | 5.3 | trailing 8% | 219 | 24.1 | Sideways | 14.8 | 4.43 | 3.1 | 129 | -27 | 23 | 52 | false | Buy | Add to core equity +1% | 4 | -37 | BrokerB | MKT | 87 | null | null | Normal monitoring | -19 | -42 | -2 | 4 | false | Monitor dispersion and breadth |
P3611 | Opportunistic | Trust | USD | 2024-11-19 | 951,434 | 72,646 | 878,788 | 1 | 63.6 | 20.7 | 6.9 | 8.7 | MUB:21.4%;XLF:20.5%;GLD:15.4%;IEF:21.4%;AMZN:21.4% | US:72.2;EU:5.5;APAC:13.0;EM:4.6;Other:4.7 | Value:-0.4;Growth:-0.2;Quality:-0.9;Size:+0.1;Momentum:+0.8;LowVol:+0.3 | null | 7 | 35 | 6.8 | trailing 9% | 222 | 24.4 | Bull | 14.7 | 4.38 | 3.1 | 81 | 12 | 46 | 56 | false | Buy | Add to core equity +1% | -6 | -40 | BrokerC | LMT | 91 | null | null | Normal monitoring | -37 | -35 | 35 | 3 | false | Increase defensive factor exposure |
P3612 | Systematic | Roth | USD | 2024-08-19 | 1,821,915 | 108,924 | 1,712,991 | 1 | 60.6 | 32.3 | 0 | 7.1 | MUB:33.3%;AMZN:33.3%;TLT:33.3% | US:69.1;EU:14.6;APAC:9.8;EM:6.3;Other:0.1 | Value:-0.6;Growth:-0.5;Quality:-0.7;Size:+0.2;Momentum:+0.2;LowVol:+0.6 | null | 10 | 35 | 5.8 | trailing 8% | 187 | 19.6 | Bull | 14.5 | 3.98 | 3.2 | 115 | 51 | 60 | 42 | false | Rebalance | Shift +1% to bonds from equity | -9 | 12 | BrokerC | MKT | 92 | null | null | Normal monitoring | 33 | 12 | 117 | 3 | false | Tighten stops on momentum names |
P3613 | Hands-off | 401k | USD | 2024-08-11 | 150,188 | 9,262 | 140,926 | 1 | 71.2 | 15.7 | 5.4 | 7.7 | IEF:9.2%;HYG:15.7%;BRK.B:13.4%;VTI:15.8%;VNQ:23.0%;BND:23.0% | US:71.0;EU:9.1;APAC:9.4;EM:7.1;Other:3.3 | Value:+0.2;Growth:-0.4;Quality:+0.5;Size:-0.0;Momentum:+0.9;LowVol:-0.7 | NoDerivatives | 6 | 30 | 4.2 | trailing 10% | 136 | 14.1 | Bear | 28 | 3.55 | 2.3 | 168 | 33 | 59 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | -3 | BrokerA | VWAP | 87 | VAR>budget | Hedge | Risk above budget threshold | 80 | 6 | 75 | 4 | true | Monitor dispersion and breadth |
P3614 | Cautious | 401k | USD | 2024-10-04 | 685,839 | 92,581 | 593,258 | 1 | 37.1 | 37.3 | 9.6 | 16 | BRK.B:33.3%;TSLA:33.3%;AMZN:33.3% | US:71.0;EU:9.5;APAC:12.8;EM:4.3;Other:2.5 | Value:+0.3;Growth:-0.2;Quality:-0.1;Size:+0.2;Momentum:-0.1;LowVol:-0.9 | MaxPos6%;NoMargin | 8 | 25 | 4.1 | hard 10% | 127 | 14.2 | Volatile | 27.2 | 4.92 | 3.6 | 154 | 13 | 50 | 66 | false | Buy | Add to core equity +1% | -15 | 3 | BrokerD | LMT | 88 | null | null | Normal monitoring | 99 | -3 | 100 | 5 | false | Tighten stops on momentum names |
P3615 | Cautious | Roth | USD | 2025-09-16 | 804,170 | 97,175 | 706,995 | 1 | 45.6 | 43.4 | 0 | 11 | GLD:19.5%;VNQ:13.7%;AAPL:22.3%;MUB:22.3%;QQQ:22.3% | US:65.3;EU:15.5;APAC:9.4;EM:8.6;Other:1.2 | Value:+0.3;Growth:-0.5;Quality:+0.3;Size:+0.2;Momentum:+0.7;LowVol:+0.5 | ESGOnly;NoMargin | 8 | 35 | 3.7 | trailing 8% | 138 | 18.6 | Bull | 16.3 | 4.76 | 2.7 | 103 | 120 | 100 | 37 | false | Rebalance | Shift +1% to bonds from equity | 16 | 3 | BrokerB | LMT | 85 | null | null | Normal monitoring | 99 | -53 | 132 | 5 | false | Tax-aware sells next window |
P3616 | Systematic | IRA | USD | 2025-11-22 | 1,197,402 | 50,555 | 1,146,847 | 1 | 57.6 | 25 | 11.9 | 5.5 | MUB:33.3%;QQQ:33.3%;GLD:33.3% | US:73.2;EU:6.9;APAC:12.9;EM:6.5;Other:0.5 | Value:-0.6;Growth:+0.4;Quality:+0.1;Size:+0.6;Momentum:-0.4;LowVol:+0.9 | null | 5 | 35 | 4.2 | hard 12% | 171 | 24.9 | Volatile | 29.8 | 5.36 | 3.4 | 115 | 19 | 67 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -12 | BrokerC | VWAP | 87 | VAR>budget | Hedge | Risk above budget threshold | 18 | -38 | 116 | 4 | false | Increase defensive factor exposure |
P3617 | Opportunistic | Taxable | USD | 2024-08-30 | 1,624,989 | 78,875 | 1,546,114 | 1 | 69.3 | 12.7 | 12.8 | 5.2 | QQQ:33.3%;XLF:33.3%;TSLA:33.3% | US:62.3;EU:13.7;APAC:11.2;EM:9.0;Other:3.9 | Value:-0.2;Growth:+0.9;Quality:0.0;Size:+1.0;Momentum:+1.0;LowVol:-0.4 | null | 7 | 30 | 6.6 | trailing 7% | 233 | 23.2 | Sideways | 16.1 | 4.65 | 2.7 | 123 | 13 | 53 | 48 | false | Hedge | Add TLT +1% as duration hedge | 27 | -7 | BrokerB | VWAP | 97 | null | null | Normal monitoring | 44 | 11 | 177 | 4 | false | Tighten stops on momentum names |
P3618 | Active | IRA | USD | 2024-07-23 | 901,440 | 83,255 | 818,185 | 1 | 58.6 | 26.8 | 5.8 | 8.8 | BRK.B:23.4%;GLD:23.4%;TSLA:14.6%;VOO:15.3%;MUB:23.4% | US:59.0;EU:18.8;APAC:11.4;EM:8.0;Other:2.9 | Value:+0.8;Growth:+0.6;Quality:-0.9;Size:-0.8;Momentum:-0.3;LowVol:0.0 | NoDerivatives | 5 | 30 | 5.6 | trailing 8% | 201 | 27.5 | Volatile | 23.8 | 3.95 | 4 | 110 | 25 | 68 | 56 | false | Rebalance | Shift +1% to bonds from equity | 4 | -9 | BrokerC | MKT | 95 | null | null | Normal monitoring | 119 | -14 | 134 | 3 | false | Tighten stops on momentum names |
P3619 | Active | IRA | USD | 2025-01-28 | 1,918,829 | 115,463 | 1,803,366 | 1 | 57.1 | 26.3 | 7.8 | 8.8 | HYG:33.9%;TSLA:32.2%;BRK.B:33.9% | US:69.9;EU:13.5;APAC:7.1;EM:8.6;Other:0.9 | Value:+0.5;Growth:+0.1;Quality:+0.8;Size:+0.5;Momentum:-0.2;LowVol:-0.7 | null | 8 | 30 | 4.3 | hard 12% | 124 | 19.5 | Volatile | 28.4 | 4.71 | 4.3 | 154 | -33 | 46 | 68 | false | Rebalance | Shift +1% to bonds from equity | 12 | -38 | BrokerC | MKT | 96 | null | null | Normal monitoring | -23 | -4 | -39 | 4 | false | Within IPS guidelines |
P3620 | Cautious | Taxable | USD | 2024-09-01 | 752,451 | 69,514 | 682,937 | 1 | 40.4 | 33.4 | 15.7 | 10.5 | GLD:33.3%;MSFT:33.3%;AMZN:33.3% | US:64.8;EU:14.0;APAC:10.0;EM:7.8;Other:3.3 | Value:+0.4;Growth:-0.0;Quality:+0.1;Size:-0.7;Momentum:0.0;LowVol:+0.3 | NoMargin | 8 | 25 | 5.3 | trailing 8% | 142 | 17.5 | Sideways | 21.4 | 4.35 | 2 | 99 | 42 | 82 | 37 | false | Rebalance | Shift +1% to bonds from equity | -11 | -3 | BrokerC | MKT | 96 | null | null | Normal monitoring | 12 | 0 | 70 | 5 | false | Tax-aware sells next window |
P3621 | Active | 401k | USD | 2025-08-30 | 1,648,894 | 147,756 | 1,501,138 | 1.23 | 59.6 | 23.5 | 10.1 | 6.7 | BND:33.3%;QQQ:33.3%;VOO:33.3% | US:68.6;EU:8.2;APAC:14.3;EM:4.3;Other:4.6 | Value:+0.8;Growth:+0.4;Quality:-0.2;Size:+0.9;Momentum:-0.5;LowVol:-0.2 | MaxPos8%;NoDerivatives | 6 | 35 | 4.3 | hard 12% | 221 | 26.5 | Sideways | 19.9 | 4.8 | 2.2 | 137 | 16 | 51 | 58 | false | Sell | Trim extended winner -1% | 14 | -5 | BrokerA | LMT | 91 | null | null | Normal monitoring | -19 | 16 | 116 | 5 | false | Monitor dispersion and breadth |
P3622 | Systematic | Taxable | USD | 2025-01-21 | 759,124 | 52,898 | 706,226 | 1 | 61.9 | 23.9 | 6.1 | 8.1 | HYG:10.0%;IEF:21.2%;QQQ:9.3%;VNQ:21.2%;GLD:18.7%;VTI:19.6% | US:70.1;EU:7.3;APAC:11.7;EM:6.2;Other:4.6 | Value:-0.5;Growth:-0.9;Quality:+0.9;Size:+0.6;Momentum:+0.5;LowVol:-0.8 | null | 6 | 25 | 5.2 | trailing 8% | 122 | 22.5 | Bear | 25.1 | 4.11 | 1.5 | 187 | -92 | 5 | 60 | false | Buy | Add to core equity +1% | 27 | -2 | BrokerC | MKT | 99 | null | null | Normal monitoring | -60 | -44 | -3 | 3 | false | Monitor dispersion and breadth |
P3623 | Cautious | IRA | USD | 2025-07-23 | 697,298 | 98,374 | 598,924 | 1 | 41.9 | 41.8 | 0 | 16.3 | GLD:27.9%;VNQ:27.8%;IEF:16.4%;VOO:27.9% | US:63.9;EU:14.7;APAC:11.0;EM:9.8;Other:0.6 | Value:0.0;Growth:-1.0;Quality:-0.3;Size:+0.5;Momentum:+0.1;LowVol:-0.1 | MaxPos7%;NoMargin | 8 | 30 | 3.5 | hard 10% | 107 | 19.9 | Sideways | 21.7 | 4.64 | 3 | 104 | 7 | 62 | 41 | false | Rebalance | Shift +1% to bonds from equity | 25 | -6 | BrokerA | LMT | 95 | null | null | Normal monitoring | -49 | -17 | -23 | 4 | false | Increase defensive factor exposure |
P3624 | Cautious | Roth | USD | 2025-06-08 | 497,083 | 52,668 | 444,415 | 1 | 38.8 | 35.2 | 10.1 | 15.8 | BRK.B:33.3%;AAPL:33.3%;IEF:33.3% | US:65.0;EU:16.1;APAC:9.4;EM:8.7;Other:0.8 | Value:-0.4;Growth:+0.3;Quality:+1.0;Size:+0.4;Momentum:-0.4;LowVol:+0.4 | NoMargin | 10 | 35 | 4.8 | trailing 8% | 162 | 16.9 | Sideways | 16 | 3.73 | 2.3 | 131 | -15 | 30 | 26 | false | Rebalance | Shift +1% to bonds from equity | -8 | -2 | BrokerB | MKT | 95 | null | null | Normal monitoring | 76 | -27 | 171 | 5 | false | Tighten stops on momentum names |
P3625 | Systematic | IRA | USD | 2025-08-31 | 1,911,484 | 83,793 | 1,827,691 | 1 | 59.7 | 27.7 | 6.8 | 5.8 | IEF:33.3%;TLT:33.3%;TSLA:33.3% | US:64.0;EU:17.1;APAC:8.4;EM:9.7;Other:0.8 | Value:+1.0;Growth:+0.8;Quality:+0.9;Size:-0.8;Momentum:+0.2;LowVol:-0.2 | MaxPos7%;NoDerivatives | 10 | 35 | 4.3 | trailing 8% | 191 | 17.4 | Volatile | 27.1 | 5.44 | 2.5 | 180 | 33 | 77 | 75 | true | Hedge | Buy index puts 1% notional | 12 | 11 | BrokerD | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 72 | -21 | 200 | 2 | false | Increase defensive factor exposure |
P3626 | Active | Trust | USD | 2025-04-18 | 2,317,847 | 277,963 | 2,039,884 | 1 | 61.2 | 27.6 | 4.2 | 7 | VTI:22.2%;GLD:22.2%;AAPL:14.2%;BRK.B:19.2%;MUB:22.2% | US:63.5;EU:11.9;APAC:10.2;EM:11.1;Other:3.2 | Value:-0.7;Growth:-0.7;Quality:-0.7;Size:+0.7;Momentum:-0.6;LowVol:-0.4 | null | 10 | 25 | 5.5 | hard 12% | 121 | 26.9 | Bull | 16.6 | 4.09 | 2.8 | 119 | 67 | 79 | 44 | false | Sell | Trim extended winner -1% | 20 | 12 | BrokerC | MKT | 85 | null | null | Normal monitoring | 105 | -25 | 207 | 3 | false | Tighten stops on momentum names |
P3627 | Hands-off | IRA | USD | 2024-10-29 | 745,819 | 39,518 | 706,301 | 1 | 60.1 | 21.6 | 10.9 | 7.5 | TLT:19.3%;VTI:11.3%;AMZN:12.5%;VOO:22.1%;HYG:12.9%;MUB:21.9% | US:65.6;EU:6.9;APAC:13.9;EM:8.5;Other:5.2 | Value:+0.9;Growth:-0.0;Quality:+0.6;Size:-0.1;Momentum:+0.9;LowVol:+0.5 | ESGOnly;MaxPos8% | 10 | 30 | 4.2 | hard 10% | 113 | 19.9 | Bull | 14.9 | 5 | 3.1 | 80 | 72 | 90 | 38 | false | Buy | Add to core equity +1% | -1 | -13 | BrokerA | VWAP | 86 | null | null | Normal monitoring | 103 | -52 | 160 | 5 | false | Tax-aware sells next window |
P3628 | Systematic | Roth | USD | 2025-05-07 | 665,213 | 58,145 | 607,068 | 1 | 62 | 28.5 | 0.2 | 9.3 | IEF:12.6%;VNQ:25.1%;MUB:23.6%;MSFT:25.1%;VOO:13.6% | US:74.2;EU:10.4;APAC:10.5;EM:3.2;Other:1.6 | Value:-0.9;Growth:-1.0;Quality:+0.8;Size:+0.5;Momentum:+0.6;LowVol:+0.7 | null | 5 | 35 | 4.4 | hard 12% | 173 | 20.4 | Volatile | 29.5 | 4.68 | 2.3 | 118 | 64 | 87 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | -35 | BrokerD | MKT | 96 | VAR>budget | TightenStops | Risk above budget threshold | 105 | -60 | 224 | 2 | false | Tax-aware sells next window |
P3629 | Cautious | IRA | USD | 2024-07-12 | 371,984 | 38,934 | 333,050 | 1 | 36.6 | 32.1 | 15 | 16.4 | VNQ:22.8%;HYG:14.8%;TSLA:22.8%;XLF:10.9%;AAPL:10.0%;VTI:18.8% | US:74.9;EU:10.4;APAC:5.7;EM:4.9;Other:4.1 | Value:+0.4;Growth:+1.0;Quality:-0.3;Size:+0.1;Momentum:-0.8;LowVol:+0.9 | ESGOnly;MaxPos7%;NoMargin | 5 | 35 | 4.2 | hard 10% | 116 | 12.9 | Bull | 13.9 | 4.79 | 3.2 | 76 | 71 | 90 | 21 | false | Rebalance | Shift +1% to bonds from equity | -11 | -1 | BrokerD | LMT | 95 | null | null | Normal monitoring | -54 | -47 | -18 | 5 | false | Within IPS guidelines |
P3630 | Cautious | 401k | USD | 2025-03-22 | 441,881 | 49,126 | 392,755 | 1 | 46.5 | 40.3 | 0 | 13.1 | AMZN:17.4%;HYG:22.5%;BND:24.4%;GLD:16.7%;VNQ:18.9% | US:67.8;EU:5.6;APAC:10.5;EM:12.8;Other:3.3 | Value:-0.8;Growth:-0.3;Quality:-0.7;Size:+0.7;Momentum:-0.1;LowVol:-1.0 | ESGOnly;MaxPos7%;NoMargin | 8 | 30 | 4 | trailing 8% | 152 | 16.9 | Volatile | 31.8 | 4.65 | 2.4 | 131 | -53 | 18 | 79 | true | Rebalance | Rebalance back to target bands | 22 | 11 | BrokerA | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 71 | 13 | 51 | 2 | false | Tax-aware sells next window |
P3631 | Cautious | Trust | USD | 2025-05-27 | 379,093 | 52,388 | 326,705 | 1 | 41.7 | 40.1 | 3.8 | 14.5 | TLT:26.4%;IEF:26.4%;VNQ:20.7%;MUB:26.4% | US:57.1;EU:19.1;APAC:10.8;EM:11.4;Other:1.6 | Value:0.0;Growth:+0.9;Quality:+0.3;Size:+0.9;Momentum:+0.8;LowVol:+0.4 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 10 | 35 | 4.3 | trailing 10% | 164 | 17 | Volatile | 22.9 | 4.06 | 3.2 | 149 | -38 | 40 | 53 | true | Rebalance | Rebalance back to target bands | 33 | -2 | BrokerD | MKT | 99 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 6 | -38 | -30 | 2 | false | Tax-aware sells next window |
P3632 | Systematic | Taxable | USD | 2024-12-24 | 851,250 | 71,583 | 779,667 | 1 | 59.5 | 31.2 | 1.9 | 7.4 | GLD:19.7%;AMZN:11.0%;XLF:12.6%;MSFT:19.2%;BND:20.7%;VTI:16.8% | US:75.4;EU:12.6;APAC:5.8;EM:4.8;Other:1.4 | Value:+0.2;Growth:-0.9;Quality:-0.6;Size:-0.7;Momentum:+0.9;LowVol:+0.4 | MaxPos5% | 10 | 25 | 4.7 | trailing 9% | 205 | 26.7 | Bear | 27.9 | 4.22 | 1.3 | 196 | -79 | 5 | 81 | true | Hedge | Buy index puts 1% notional | 19 | -3 | BrokerA | LMT | 85 | RegimeShift | Pause | Volatility spike and breadth deterioration | 2 | -1 | 133 | 5 | false | Tighten stops on momentum names |
P3633 | Opportunistic | IRA | USD | 2024-09-21 | 1,106,535 | 90,193 | 1,016,342 | 1 | 67.2 | 15.4 | 12.3 | 5.1 | HYG:33.3%;BND:33.3%;XLF:33.3% | US:71.1;EU:12.3;APAC:5.1;EM:11.0;Other:0.5 | Value:+0.4;Growth:-0.2;Quality:-1.0;Size:-0.6;Momentum:+0.2;LowVol:+0.6 | NoDerivatives | 10 | 35 | 6.2 | trailing 7% | 191 | 22.9 | Bull | 13.9 | 4.4 | 2.8 | 97 | 18 | 71 | 49 | true | Rebalance | Rebalance back to target bands | -3 | -3 | BrokerC | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 3 | 11 | 129 | 3 | false | Tighten stops on momentum names |
P3634 | Hands-off | Trust | USD | 2025-07-07 | 525,914 | 50,438 | 475,476 | 1 | 61 | 24.2 | 7.3 | 7.5 | MUB:14.4%;XLF:22.4%;GLD:23.1%;TLT:23.1%;AAPL:17.0% | US:66.4;EU:16.3;APAC:9.2;EM:5.4;Other:2.8 | Value:-0.2;Growth:-0.1;Quality:-0.2;Size:+0.7;Momentum:+0.3;LowVol:-0.3 | ESGOnly;MaxPos5% | 6 | 25 | 3.1 | hard 10% | 102 | 18 | Bear | 30.6 | 3.04 | 1.5 | 200 | -49 | 37 | 79 | true | Hedge | Buy index puts 1% notional | 10 | -6 | BrokerA | MKT | 85 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 8 | -49 | 81 | 2 | false | Tighten stops on momentum names |
P3635 | Opportunistic | IRA | USD | 2025-04-30 | 1,222,921 | 85,725 | 1,137,196 | 1 | 67 | 17.2 | 8.2 | 7.6 | GLD:33.3%;QQQ:33.3%;XLF:33.3% | US:65.4;EU:9.2;APAC:12.2;EM:10.1;Other:3.0 | Value:-0.8;Growth:-0.5;Quality:+0.9;Size:+0.5;Momentum:-0.8;LowVol:-0.5 | MaxPos8% | 8 | 25 | 5.5 | hard 12% | 271 | 31.9 | Sideways | 15.9 | 4.11 | 2 | 109 | 52 | 77 | 56 | false | Rebalance | Shift +1% to bonds from equity | 22 | 1 | BrokerB | LMT | 86 | null | null | Normal monitoring | 81 | -53 | 42 | 4 | false | Increase defensive factor exposure |
P3636 | Active | 401k | USD | 2025-04-10 | 2,021,483 | 209,374 | 1,812,109 | 1 | 51.1 | 21.5 | 19.9 | 7.5 | TSLA:33.3%;TLT:33.3%;HYG:33.3% | US:67.5;EU:11.9;APAC:8.8;EM:11.1;Other:0.7 | Value:-0.4;Growth:+0.6;Quality:-0.6;Size:+0.6;Momentum:-0.1;LowVol:+0.2 | NoDerivatives | 6 | 30 | 5.7 | trailing 8% | 200 | 19.6 | Bull | 12.3 | 4.61 | 3.4 | 93 | 108 | 100 | 30 | false | NoAction | Within bands; monitor | -2 | -31 | BrokerD | VWAP | 92 | null | null | Normal monitoring | 66 | -30 | 56 | 3 | false | Increase defensive factor exposure |
P3637 | Hands-off | Roth | USD | 2024-07-09 | 466,708 | 32,300 | 434,408 | 1 | 67 | 26.2 | 0 | 6.8 | VNQ:23.8%;HYG:10.3%;BRK.B:23.8%;XLF:18.5%;TLT:23.8% | US:65.3;EU:15.0;APAC:10.3;EM:9.0;Other:0.4 | Value:-0.4;Growth:-0.8;Quality:-0.8;Size:+0.7;Momentum:+0.6;LowVol:+0.8 | MaxPos7%;NoDerivatives | 6 | 30 | 3.5 | trailing 10% | 152 | 13.9 | Bull | 17.3 | 4.83 | 2.5 | 81 | 26 | 58 | 58 | false | Rebalance | Shift +1% to bonds from equity | 4 | -34 | BrokerB | LMT | 98 | null | null | Normal monitoring | 113 | -55 | 112 | 4 | false | Monitor dispersion and breadth |
P3638 | Opportunistic | IRA | USD | 2024-12-21 | 388,121 | 15,934 | 372,187 | 1 | 62.9 | 17.4 | 11.5 | 8.3 | HYG:24.3%;VOO:11.7%;IEF:24.3%;AMZN:15.2%;QQQ:24.3% | US:58.9;EU:20.1;APAC:11.9;EM:4.7;Other:4.4 | Value:+1.0;Growth:-0.9;Quality:+0.6;Size:-0.8;Momentum:+0.2;LowVol:+0.5 | MaxPos5%;NoDerivatives | 6 | 25 | 6.6 | trailing 7% | 267 | 29.2 | Bull | 12.9 | 4.84 | 2.9 | 97 | 63 | 68 | 38 | false | Sell | Trim extended winner -1% | 16 | 7 | BrokerD | MKT | 90 | null | null | Normal monitoring | 91 | -13 | 140 | 5 | false | Tighten stops on momentum names |
P3639 | Opportunistic | Roth | USD | 2024-12-13 | 580,407 | 19,261 | 561,146 | 1 | 69.4 | 17.6 | 4.9 | 8.2 | XLF:27.7%;VOO:27.7%;GLD:16.8%;AMZN:27.7% | US:67.3;EU:9.6;APAC:10.0;EM:8.5;Other:4.6 | Value:+0.8;Growth:-0.7;Quality:0.0;Size:+0.4;Momentum:+0.4;LowVol:+0.1 | MaxPos6% | 7 | 30 | 5 | hard 12% | 185 | 23.4 | Bear | 22.6 | 3.97 | 1.7 | 220 | -41 | 39 | 56 | false | Rebalance | Shift +1% to bonds from equity | -6 | -35 | BrokerD | LMT | 96 | null | null | Normal monitoring | 42 | -45 | 97 | 4 | false | Monitor dispersion and breadth |
P3640 | Systematic | Trust | USD | 2025-05-12 | 783,188 | 56,412 | 726,776 | 1 | 63.7 | 26.7 | 0.3 | 9.2 | VTI:27.2%;IEF:18.3%;TSLA:27.2%;VOO:27.2% | US:73.1;EU:11.2;APAC:7.8;EM:7.3;Other:0.6 | Value:+0.1;Growth:-0.7;Quality:+0.3;Size:-0.9;Momentum:+0.3;LowVol:-0.5 | MaxPos8% | 8 | 35 | 4.3 | trailing 8% | 140 | 16.2 | Bull | 13.6 | 4.86 | 2.1 | 108 | 62 | 66 | 41 | false | Hedge | Add TLT +1% as duration hedge | 32 | -33 | BrokerD | MKT | 93 | null | null | Normal monitoring | 118 | 5 | 175 | 5 | false | Tighten stops on momentum names |
P3641 | Cautious | Roth | USD | 2024-12-27 | 316,787 | 33,420 | 283,367 | 1 | 39 | 43.7 | 2.4 | 14.8 | QQQ:12.5%;AAPL:25.2%;BND:11.8%;MSFT:25.2%;IEF:25.2% | US:57.6;EU:14.4;APAC:14.5;EM:10.1;Other:3.5 | Value:+1.0;Growth:-0.8;Quality:-0.5;Size:+0.4;Momentum:+0.8;LowVol:+0.4 | NoMargin | 6 | 25 | 5.5 | hard 10% | 161 | 16.9 | Bull | 15.9 | 3.62 | 2.4 | 98 | 107 | 100 | 40 | false | Sell | Trim extended winner -1% | 34 | 2 | BrokerA | VWAP | 100 | null | null | Normal monitoring | -27 | -10 | 92 | 5 | false | Tighten stops on momentum names |
P3642 | Systematic | Taxable | USD | 2024-08-07 | 709,535 | 28,592 | 680,943 | 1 | 63.6 | 21.4 | 7.7 | 7.3 | VTI:23.9%;MSFT:9.3%;MUB:23.9%;VOO:23.9%;HYG:18.9% | US:59.0;EU:12.8;APAC:15.2;EM:7.7;Other:5.3 | Value:-0.6;Growth:+0.2;Quality:+0.9;Size:-0.7;Momentum:+0.5;LowVol:+0.5 | MaxPos7% | 10 | 25 | 5.6 | trailing 9% | 197 | 25.8 | Bull | 16.7 | 4.63 | 2.2 | 95 | 71 | 79 | 54 | false | Rebalance | Shift +1% to bonds from equity | 15 | -14 | BrokerD | LMT | 86 | null | null | Normal monitoring | 8 | 4 | 78 | 5 | false | Within IPS guidelines |
P3643 | Hands-off | 401k | USD | 2024-08-05 | 159,419 | 8,431 | 150,988 | 1 | 67.6 | 24.1 | 0 | 8.3 | VOO:33.3%;IEF:33.3%;BND:33.3% | US:67.7;EU:10.1;APAC:12.9;EM:6.9;Other:2.5 | Value:+0.5;Growth:+0.6;Quality:+0.3;Size:+0.1;Momentum:+0.1;LowVol:-0.7 | null | 8 | 30 | 4.5 | trailing 8% | 145 | 16.8 | Bull | 15.4 | 4.58 | 2.9 | 91 | 65 | 95 | 59 | true | Rebalance | Rebalance back to target bands | 33 | -26 | BrokerA | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | -48 | -1 | 6 | 2 | false | Within IPS guidelines |
P3644 | Cautious | Trust | USD | 2025-03-26 | 301,418 | 44,146 | 257,272 | 1 | 39.7 | 44 | 0.4 | 16 | GLD:16.8%;AMZN:23.9%;BND:21.0%;TSLA:23.9%;BRK.B:14.4% | US:70.1;EU:14.0;APAC:11.5;EM:4.0;Other:0.3 | Value:+0.3;Growth:-0.3;Quality:-0.4;Size:-0.3;Momentum:+0.3;LowVol:+0.6 | ESGOnly;NoMargin | 10 | 25 | 5.6 | trailing 8% | 115 | 12.3 | Bear | 33.1 | 3.35 | 2.1 | 160 | -96 | 5 | 70 | false | Hedge | Add TLT +1% as duration hedge | 18 | 14 | BrokerB | LMT | 90 | null | null | Normal monitoring | 48 | 19 | 140 | 4 | false | Monitor dispersion and breadth |
P3645 | Opportunistic | Taxable | USD | 2024-10-09 | 401,180 | 35,167 | 366,013 | 1 | 74.8 | 13.5 | 5.3 | 6.5 | XLF:25.9%;MUB:25.9%;HYG:25.9%;AAPL:22.3% | US:60.9;EU:18.3;APAC:12.0;EM:8.3;Other:0.4 | Value:-0.2;Growth:-0.3;Quality:+0.1;Size:-0.6;Momentum:-0.4;LowVol:+0.5 | NoDerivatives | 8 | 25 | 5 | hard 12% | 177 | 31.4 | Bear | 29.1 | 3.88 | 2.1 | 207 | -85 | 5 | 90 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -21 | BrokerC | MKT | 87 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 85 | -26 | 149 | 2 | false | Tighten stops on momentum names |
P3646 | Active | IRA | USD | 2024-07-16 | 1,711,671 | 139,501 | 1,572,170 | 1 | 68.9 | 24.2 | 1.3 | 5.6 | AAPL:15.2%;IEF:18.8%;VNQ:21.8%;VOO:12.5%;TSLA:9.9%;QQQ:21.8% | US:65.9;EU:18.6;APAC:8.2;EM:5.0;Other:2.3 | Value:-0.7;Growth:+0.1;Quality:0.0;Size:+0.4;Momentum:-0.3;LowVol:+0.2 | MaxPos6% | 6 | 25 | 5.1 | hard 12% | 214 | 18.3 | Volatile | 26.1 | 4.74 | 3.8 | 132 | -43 | 20 | 72 | true | Rebalance | Rebalance back to target bands | 20 | -3 | BrokerC | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | 2 | -47 | 59 | 5 | false | Within IPS guidelines |
P3647 | Active | Taxable | USD | 2024-12-18 | 2,004,200 | 225,819 | 1,778,381 | 1 | 57.3 | 31.4 | 2.5 | 8.8 | VTI:18.1%;BND:11.6%;AMZN:20.9%;AAPL:20.0%;VNQ:16.9%;GLD:12.4% | US:65.7;EU:17.8;APAC:7.9;EM:5.7;Other:2.9 | Value:-0.5;Growth:+0.8;Quality:+0.3;Size:+0.3;Momentum:+0.2;LowVol:+1.0 | MaxPos7%;NoDerivatives | 8 | 25 | 4.7 | trailing 9% | 201 | 21.8 | Bull | 16.9 | 4.12 | 2.6 | 93 | 79 | 90 | 50 | false | Rebalance | Shift +1% to bonds from equity | 35 | -39 | BrokerD | MKT | 88 | null | null | Normal monitoring | 109 | -40 | 238 | 3 | false | Within IPS guidelines |
P3648 | Cautious | Trust | USD | 2025-06-09 | 851,168 | 96,822 | 754,346 | 1 | 35.4 | 33.6 | 14.3 | 16.8 | VNQ:14.4%;MUB:13.8%;TLT:13.7%;XLF:22.0%;VOO:22.0%;IEF:14.0% | US:67.4;EU:17.2;APAC:8.5;EM:6.4;Other:0.4 | Value:-1.0;Growth:-0.1;Quality:+0.8;Size:+0.1;Momentum:-0.4;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 8 | 30 | 3.5 | hard 10% | 148 | 12.4 | Sideways | 21 | 3.83 | 3.1 | 93 | 33 | 63 | 37 | false | Rebalance | Shift +1% to bonds from equity | 22 | -37 | BrokerD | MKT | 97 | null | null | Normal monitoring | 3 | -16 | 9 | 4 | false | Increase defensive factor exposure |
P3649 | Cautious | IRA | USD | 2025-03-18 | 734,625 | 94,435 | 640,190 | 1 | 45.4 | 41.2 | 0 | 13.4 | VOO:33.3%;HYG:33.3%;TLT:33.3% | US:61.1;EU:12.5;APAC:8.5;EM:13.6;Other:4.3 | Value:-0.9;Growth:+0.6;Quality:+0.4;Size:-0.2;Momentum:-1.0;LowVol:-0.9 | ESGOnly;NoMargin | 5 | 25 | 6 | trailing 8% | 117 | 14 | Volatile | 26.1 | 4.27 | 2.6 | 140 | 74 | 88 | 50 | false | Buy | Add to core equity +1% | 14 | -23 | BrokerD | MKT | 91 | null | null | Normal monitoring | 23 | -15 | 153 | 5 | false | Increase defensive factor exposure |
P3650 | Opportunistic | IRA | USD | 2024-11-15 | 809,199 | 40,477 | 768,722 | 1 | 61.9 | 10.2 | 22.4 | 5.5 | QQQ:19.9%;GLD:16.3%;XLF:20.4%;AMZN:21.7%;VOO:21.7% | US:61.4;EU:16.4;APAC:9.8;EM:10.9;Other:1.3 | Value:-0.5;Growth:-0.0;Quality:+0.1;Size:-0.8;Momentum:-0.6;LowVol:-0.8 | MaxPos8%;NoDerivatives | 5 | 30 | 5.1 | hard 12% | 168 | 27.5 | Volatile | 24.1 | 3.78 | 3 | 111 | 68 | 88 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -24 | BrokerD | VWAP | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -56 | -22 | 76 | 4 | false | Tighten stops on momentum names |
P3651 | Opportunistic | Trust | USD | 2024-07-19 | 971,622 | 47,356 | 924,266 | 1 | 63.7 | 19.7 | 11.9 | 4.7 | AAPL:14.8%;BND:15.4%;VTI:21.3%;TLT:8.3%;MUB:21.3%;GLD:18.9% | US:69.6;EU:10.2;APAC:11.3;EM:8.5;Other:0.3 | Value:0.0;Growth:-0.8;Quality:-0.6;Size:+0.5;Momentum:-0.5;LowVol:-0.4 | null | 10 | 30 | 4.4 | hard 12% | 164 | 22.4 | Sideways | 21.7 | 4.4 | 2.2 | 130 | -6 | 40 | 58 | false | NoAction | Within bands; monitor | -9 | 10 | BrokerA | LMT | 89 | null | null | Normal monitoring | -35 | -6 | -54 | 5 | false | Increase defensive factor exposure |
P3652 | Hands-off | 401k | USD | 2024-08-27 | 808,377 | 72,892 | 735,485 | 1 | 56.6 | 15.5 | 19.3 | 8.7 | BND:11.1%;BRK.B:22.6%;GLD:22.6%;VOO:21.1%;XLF:22.6% | US:64.9;EU:9.3;APAC:14.7;EM:6.6;Other:4.5 | Value:-0.6;Growth:+0.2;Quality:+0.1;Size:+0.8;Momentum:+0.1;LowVol:+0.3 | null | 8 | 25 | 4.2 | trailing 8% | 158 | 17.9 | Bull | 17.3 | 3.92 | 3.2 | 111 | 11 | 49 | 42 | false | Rebalance | Shift +1% to bonds from equity | 7 | -1 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 50 | 0 | 128 | 4 | false | Monitor dispersion and breadth |
P3653 | Active | 401k | USD | 2024-07-17 | 526,260 | 42,941 | 483,319 | 1 | 56 | 19.6 | 16.3 | 8.1 | TLT:12.2%;HYG:9.0%;BND:21.6%;TSLA:15.0%;QQQ:20.6%;BRK.B:21.6% | US:65.1;EU:19.2;APAC:8.3;EM:3.2;Other:4.2 | Value:-0.3;Growth:-0.8;Quality:-0.2;Size:+0.8;Momentum:+0.7;LowVol:-0.4 | null | 10 | 35 | 5.4 | hard 12% | 144 | 16 | Bull | 12.4 | 3.81 | 2.6 | 91 | 44 | 69 | 46 | false | Sell | Trim extended winner -1% | -9 | -2 | BrokerD | LMT | 94 | null | null | Normal monitoring | 39 | -38 | 19 | 5 | false | Monitor dispersion and breadth |
P3654 | Cautious | Taxable | USD | 2025-01-14 | 747,145 | 103,507 | 643,638 | 1 | 39.9 | 39.3 | 8.2 | 12.6 | AAPL:23.8%;VNQ:24.7%;GLD:13.3%;QQQ:24.7%;BRK.B:13.4% | US:66.2;EU:13.8;APAC:9.7;EM:7.3;Other:3.1 | Value:+0.3;Growth:+1.0;Quality:+0.1;Size:+0.6;Momentum:-0.7;LowVol:+0.1 | ESGOnly;NoMargin | 5 | 35 | 3.5 | trailing 8% | 147 | 16.8 | Sideways | 18.1 | 4.86 | 2.9 | 101 | -10 | 52 | 30 | false | Buy | Add to core equity +1% | 10 | -7 | BrokerB | MKT | 99 | null | null | Normal monitoring | 28 | -28 | 55 | 5 | false | Increase defensive factor exposure |
P3655 | Hands-off | Taxable | USD | 2025-05-18 | 722,203 | 55,244 | 666,959 | 1 | 56.1 | 28.1 | 10.4 | 5.4 | VTI:12.3%;TLT:25.1%;XLF:25.1%;GLD:22.6%;MSFT:14.9% | US:64.6;EU:22.4;APAC:6.6;EM:6.0;Other:0.4 | Value:-0.2;Growth:-0.8;Quality:-0.3;Size:-0.7;Momentum:-0.3;LowVol:+0.6 | ESGOnly | 5 | 30 | 4.6 | trailing 10% | 154 | 18.1 | Sideways | 16 | 3.85 | 2.2 | 95 | -4 | 41 | 53 | false | Buy | Add to core equity +1% | -14 | -36 | BrokerD | LMT | 89 | null | null | Normal monitoring | 14 | 1 | 101 | 3 | false | Monitor dispersion and breadth |
P3656 | Systematic | Roth | USD | 2025-06-01 | 1,154,855 | 52,777 | 1,102,078 | 1 | 59.8 | 32.9 | 0 | 7.4 | AAPL:25.0%;MUB:25.0%;BRK.B:25.0%;VOO:25.0% | US:70.3;EU:9.2;APAC:11.3;EM:5.2;Other:4.0 | Value:+0.5;Growth:-0.6;Quality:-0.6;Size:-0.9;Momentum:+0.8;LowVol:+0.4 | MaxPos7% | 8 | 25 | 5.6 | hard 12% | 124 | 25.3 | Volatile | 25.8 | 4.33 | 4.1 | 115 | 28 | 64 | 66 | false | Sell | Trim extended winner -1% | 23 | -5 | BrokerC | LMT | 87 | null | null | Normal monitoring | -46 | -53 | 40 | 5 | false | Within IPS guidelines |
P3657 | Cautious | IRA | USD | 2025-03-18 | 437,409 | 67,933 | 369,476 | 1 | 45.2 | 40.9 | 0 | 13.9 | QQQ:27.4%;TSLA:27.4%;IEF:27.4%;MSFT:17.8% | US:62.8;EU:16.4;APAC:12.0;EM:5.4;Other:3.4 | Value:-0.3;Growth:-0.8;Quality:-0.3;Size:-0.4;Momentum:-0.6;LowVol:0.0 | ESGOnly;NoDerivatives;NoMargin | 6 | 35 | 3.7 | hard 10% | 149 | 16.4 | Bull | 13.2 | 4.5 | 3.4 | 103 | 109 | 100 | 29 | false | Buy | Add to core equity +1% | -10 | -11 | BrokerC | VWAP | 99 | null | null | Normal monitoring | 82 | -31 | 120 | 4 | false | Tighten stops on momentum names |
P3658 | Systematic | Roth | USD | 2025-12-19 | 897,004 | 57,379 | 839,625 | 1 | 67.4 | 23.4 | 3.7 | 5.4 | XLF:16.9%;TSLA:24.0%;TLT:24.0%;AMZN:24.0%;MUB:11.2% | US:66.9;EU:13.2;APAC:9.9;EM:6.7;Other:3.3 | Value:-0.2;Growth:-0.6;Quality:+0.4;Size:-1.0;Momentum:0.0;LowVol:+0.5 | NoDerivatives | 8 | 25 | 4.2 | trailing 9% | 190 | 26.9 | Bull | 17.5 | 4.87 | 2.8 | 79 | 117 | 97 | 56 | false | Buy | Add to core equity +1% | 24 | -11 | BrokerB | MKT | 88 | null | null | Normal monitoring | 66 | -30 | 103 | 3 | false | Tighten stops on momentum names |
P3659 | Systematic | Taxable | USD | 2025-04-03 | 1,521,884 | 118,561 | 1,403,323 | 1 | 62.3 | 22.8 | 5.6 | 9.3 | BND:14.5%;VNQ:20.1%;TSLA:19.0%;VOO:16.4%;MUB:9.0%;HYG:21.0% | US:68.2;EU:13.2;APAC:10.6;EM:4.4;Other:3.6 | Value:+0.6;Growth:+0.7;Quality:-1.0;Size:+0.3;Momentum:-0.0;LowVol:+1.0 | MaxPos5% | 5 | 35 | 5.9 | hard 12% | 147 | 23.4 | Bull | 12.1 | 4.65 | 3 | 102 | 21 | 53 | 50 | false | Buy | Add to core equity +1% | 10 | -33 | BrokerA | VWAP | 85 | null | null | Normal monitoring | 108 | 11 | 114 | 5 | false | Tax-aware sells next window |
P3660 | Hands-off | Trust | USD | 2024-10-15 | 316,179 | 31,282 | 284,897 | 1 | 66.7 | 25.3 | 0 | 8.1 | BND:18.3%;QQQ:21.6%;BRK.B:9.5%;TLT:20.8%;GLD:17.0%;AMZN:12.9% | US:68.2;EU:12.1;APAC:10.5;EM:9.0;Other:0.2 | Value:+0.7;Growth:-0.8;Quality:+0.5;Size:+0.7;Momentum:+1.0;LowVol:+0.2 | null | 10 | 35 | 3.3 | trailing 8% | 110 | 17.2 | Bear | 32.9 | 3.3 | 2.3 | 206 | 38 | 70 | 87 | true | Hedge | Buy index puts 1% notional | 14 | 6 | BrokerC | MKT | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 48 | -5 | 108 | 2 | false | Tax-aware sells next window |
P3661 | Hands-off | 401k | USD | 2025-05-26 | 856,302 | 59,999 | 796,303 | 1 | 59.5 | 26.3 | 8.8 | 5.4 | IEF:36.1%;BND:27.8%;BRK.B:36.1% | US:72.4;EU:7.5;APAC:10.7;EM:7.6;Other:1.9 | Value:0.0;Growth:-0.7;Quality:+0.7;Size:+0.5;Momentum:-1.0;LowVol:-0.5 | MaxPos7%;NoDerivatives | 7 | 25 | 3.7 | trailing 8% | 119 | 14 | Bear | 28.9 | 4.45 | 1.6 | 156 | -106 | 5 | 75 | true | Hedge | Buy index puts 1% notional | 28 | -15 | BrokerC | MKT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -25 | -52 | -59 | 2 | false | Tighten stops on momentum names |
P3662 | Active | Roth | USD | 2025-03-01 | 1,364,445 | 157,778 | 1,206,667 | 1 | 62.7 | 26 | 3.1 | 8.2 | MUB:8.6%;BND:23.8%;QQQ:20.0%;HYG:23.8%;AAPL:23.8% | US:69.9;EU:10.0;APAC:8.3;EM:6.9;Other:4.9 | Value:-0.5;Growth:+0.4;Quality:+0.1;Size:+0.4;Momentum:-0.4;LowVol:-0.3 | NoDerivatives | 7 | 30 | 5.8 | hard 12% | 151 | 23.9 | Bull | 17.8 | 4.16 | 3.5 | 87 | 44 | 80 | 49 | false | NoAction | Within bands; monitor | 7 | -14 | BrokerB | LMT | 99 | null | null | Normal monitoring | 34 | -32 | 0 | 5 | false | Within IPS guidelines |
P3663 | Opportunistic | Taxable | USD | 2025-04-04 | 1,587,400 | 104,573 | 1,482,827 | 1 | 75.9 | 12.2 | 7.3 | 4.5 | BND:9.3%;VOO:24.0%;VTI:24.1%;GLD:24.1%;AMZN:18.5% | US:62.3;EU:8.5;APAC:15.8;EM:8.7;Other:4.7 | Value:-0.7;Growth:-0.3;Quality:0.0;Size:-1.0;Momentum:+0.4;LowVol:+0.1 | MaxPos7% | 10 | 25 | 6.5 | trailing 7% | 164 | 24.8 | Bull | 17.6 | 4.34 | 2.5 | 80 | 66 | 90 | 70 | false | NoAction | Within bands; monitor | 12 | 4 | BrokerB | LMT | 88 | null | null | Normal monitoring | 110 | -24 | 185 | 5 | false | Within IPS guidelines |
P3664 | Active | Trust | USD | 2024-10-28 | 768,356 | 47,570 | 720,786 | 1 | 60.1 | 18 | 13.4 | 8.5 | TLT:33.3%;QQQ:33.3%;AAPL:33.3% | US:80.1;EU:6.3;APAC:6.0;EM:4.4;Other:3.2 | Value:-0.5;Growth:+0.2;Quality:+0.5;Size:-0.8;Momentum:-0.6;LowVol:+0.5 | null | 6 | 25 | 5.1 | trailing 8% | 224 | 19.2 | Bull | 17.4 | 4.4 | 3.2 | 91 | 84 | 93 | 45 | false | Buy | Add to core equity +1% | 26 | -30 | BrokerA | MKT | 89 | null | null | Normal monitoring | 54 | -12 | 89 | 3 | false | Within IPS guidelines |
P3665 | Hands-off | IRA | USD | 2025-11-07 | 492,961 | 43,079 | 449,882 | 1 | 70.4 | 21.9 | 0 | 7.7 | MUB:16.2%;IEF:25.4%;VNQ:15.4%;BRK.B:17.7%;AAPL:25.4% | US:64.4;EU:6.8;APAC:14.6;EM:12.3;Other:1.9 | Value:-0.5;Growth:+0.7;Quality:+0.3;Size:+0.4;Momentum:+0.1;LowVol:+0.4 | null | 10 | 25 | 4 | hard 10% | 131 | 12.3 | Bull | 16.6 | 4.58 | 3.2 | 77 | 118 | 100 | 59 | false | Sell | Trim extended winner -1% | -1 | -7 | BrokerB | MKT | 98 | null | null | Normal monitoring | -52 | 3 | -62 | 4 | false | Increase defensive factor exposure |
P3666 | Cautious | Taxable | USD | 2025-07-06 | 245,448 | 25,859 | 219,589 | 1 | 48.6 | 39.8 | 1.2 | 10.5 | TSLA:22.0%;TLT:22.0%;MSFT:22.0%;XLF:18.8%;GLD:15.1% | US:64.8;EU:13.9;APAC:10.0;EM:10.9;Other:0.4 | Value:+0.8;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:-0.0;LowVol:-0.3 | ESGOnly;NoMargin | 7 | 35 | 5.7 | trailing 8% | 144 | 18.2 | Volatile | 30.7 | 4.13 | 3.9 | 133 | 14 | 49 | 65 | true | Hedge | Buy index puts 1% notional | -6 | 12 | BrokerD | VWAP | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 85 | 17 | 79 | 5 | false | Increase defensive factor exposure |
P3667 | Opportunistic | IRA | USD | 2024-07-10 | 1,069,886 | 92,967 | 976,919 | 1.11 | 62.3 | 20.2 | 13.1 | 4.4 | MUB:33.3%;BND:33.3%;VNQ:33.3% | US:64.6;EU:11.9;APAC:11.4;EM:10.5;Other:1.7 | Value:-0.5;Growth:+0.1;Quality:+0.9;Size:+0.5;Momentum:+0.4;LowVol:-0.7 | null | 8 | 30 | 5.8 | trailing 7% | 185 | 24.2 | Bull | 17.6 | 3.53 | 2.8 | 88 | 21 | 53 | 53 | false | Rebalance | Shift +1% to bonds from equity | 6 | -10 | BrokerC | MKT | 100 | null | null | Normal monitoring | -35 | 6 | 10 | 3 | false | Tax-aware sells next window |
P3668 | Active | IRA | USD | 2024-08-16 | 1,688,534 | 187,824 | 1,500,710 | 1 | 69.5 | 23.3 | 2 | 5.1 | BRK.B:25.5%;XLF:25.5%;VOO:25.5%;QQQ:23.4% | US:69.8;EU:7.2;APAC:9.5;EM:10.8;Other:2.7 | Value:+0.1;Growth:+0.1;Quality:-0.5;Size:+0.7;Momentum:-0.3;LowVol:-1.0 | MaxPos7% | 7 | 25 | 4.7 | trailing 9% | 145 | 19.7 | Bull | 16.5 | 3.52 | 2.6 | 87 | 0 | 51 | 52 | false | Hedge | Add TLT +1% as duration hedge | 32 | 15 | BrokerB | VWAP | 91 | null | null | Normal monitoring | -55 | -56 | -24 | 4 | false | Tax-aware sells next window |
P3669 | Active | Taxable | USD | 2025-05-04 | 1,486,602 | 154,791 | 1,331,811 | 1 | 60.6 | 22.2 | 10.2 | 7 | GLD:22.3%;BRK.B:22.3%;MUB:10.9%;VTI:22.3%;XLF:22.3% | US:69.3;EU:14.8;APAC:5.9;EM:8.8;Other:1.2 | Value:-0.9;Growth:-0.2;Quality:-0.9;Size:+0.1;Momentum:+1.0;LowVol:+0.2 | null | 7 | 35 | 5.1 | hard 12% | 124 | 23 | Bull | 14.7 | 4.24 | 2.6 | 85 | 0 | 63 | 38 | false | NoAction | Within bands; monitor | 5 | 8 | BrokerC | MKT | 0 | null | null | Normal monitoring | -25 | -41 | 56 | 4 | false | Within IPS guidelines |
P3670 | Opportunistic | Trust | USD | 2024-11-17 | 1,631,515 | 129,638 | 1,501,877 | 1 | 76.1 | 15.5 | 2 | 6.4 | VNQ:33.3%;BND:33.3%;VOO:33.3% | US:69.5;EU:16.1;APAC:7.9;EM:4.0;Other:2.4 | Value:+0.9;Growth:-0.7;Quality:-0.6;Size:+0.5;Momentum:+0.7;LowVol:+0.9 | NoDerivatives | 10 | 30 | 5.5 | hard 12% | 279 | 20.2 | Sideways | 21.8 | 3.53 | 2.1 | 96 | -14 | 40 | 70 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | -36 | BrokerD | LMT | 95 | VAR>budget | Hedge | Risk above budget threshold | -29 | 10 | -3 | 3 | false | Increase defensive factor exposure |
P3671 | Opportunistic | Taxable | USD | 2025-11-20 | 1,043,361 | 33,928 | 1,009,433 | 1.06 | 61.4 | 21.3 | 10.5 | 6.8 | HYG:20.4%;MSFT:13.0%;QQQ:13.5%;VNQ:20.6%;VTI:15.4%;VOO:17.2% | US:71.6;EU:7.2;APAC:15.7;EM:4.2;Other:1.3 | Value:0.0;Growth:+0.4;Quality:-0.1;Size:-0.6;Momentum:-0.7;LowVol:+0.4 | MaxPos6% | 7 | 30 | 4 | hard 12% | 200 | 20.2 | Volatile | 22.9 | 3.97 | 2.2 | 176 | -34 | 32 | 57 | false | Sell | Trim extended winner -1% | -5 | -22 | BrokerD | MKT | 92 | null | null | Normal monitoring | 92 | -60 | 224 | 5 | false | Monitor dispersion and breadth |
P3672 | Active | Trust | USD | 2025-02-12 | 1,524,132 | 119,044 | 1,405,088 | 1 | 61.7 | 29.1 | 1.4 | 7.8 | TLT:16.1%;GLD:17.2%;QQQ:16.6%;VOO:15.2%;BRK.B:20.0%;BND:14.9% | US:70.5;EU:14.8;APAC:6.4;EM:7.9;Other:0.4 | Value:+0.5;Growth:+0.6;Quality:-0.3;Size:+0.6;Momentum:-0.4;LowVol:-1.0 | null | 5 | 25 | 4.7 | trailing 9% | 128 | 19.2 | Bull | 17.5 | 4.14 | 2.2 | 81 | 68 | 70 | 59 | true | Hedge | Buy index puts 1% notional | 13 | 7 | BrokerA | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 23 | -1 | 33 | 3 | false | Within IPS guidelines |
P3673 | Cautious | Roth | USD | 2025-06-04 | 847,742 | 96,502 | 751,240 | 1 | 49.5 | 33.9 | 0 | 16.6 | VNQ:24.5%;VOO:25.2%;TLT:25.2%;BRK.B:25.2% | US:69.5;EU:7.5;APAC:10.9;EM:8.8;Other:3.3 | Value:+0.9;Growth:-0.4;Quality:-0.2;Size:-0.5;Momentum:+0.8;LowVol:-1.0 | ESGOnly;MaxPos7%;NoMargin | 8 | 35 | 5.2 | hard 10% | 105 | 14.8 | Bear | 25.4 | 3.85 | 2.7 | 173 | -14 | 42 | 56 | false | Sell | Trim extended winner -1% | 9 | -24 | BrokerB | MKT | 94 | null | null | Normal monitoring | 77 | -17 | 190 | 4 | false | Increase defensive factor exposure |
P3674 | Cautious | 401k | USD | 2025-12-08 | 655,723 | 61,648 | 594,075 | 1 | 48 | 30.5 | 8.5 | 13 | MUB:16.5%;VTI:23.6%;IEF:19.8%;BND:16.5%;AMZN:23.6% | US:69.9;EU:14.5;APAC:9.4;EM:5.3;Other:0.9 | Value:+0.7;Growth:+0.4;Quality:-0.5;Size:-0.8;Momentum:-0.7;LowVol:-0.2 | NoMargin | 10 | 25 | 5.6 | trailing 8% | 128 | 15.9 | Volatile | 24 | 3.64 | 3.4 | 116 | 40 | 60 | 54 | false | Buy | Add to core equity +1% | 5 | -13 | BrokerA | MKT | 88 | null | null | Normal monitoring | -59 | 4 | 51 | 5 | false | Increase defensive factor exposure |
P3675 | Hands-off | Trust | USD | 2025-05-02 | 554,320 | 46,743 | 507,577 | 1 | 67.1 | 25.2 | 0 | 7.7 | BRK.B:33.3%;QQQ:33.3%;VNQ:33.3% | US:67.5;EU:14.6;APAC:8.5;EM:6.1;Other:3.4 | Value:+0.1;Growth:+0.4;Quality:+0.9;Size:-0.7;Momentum:0.0;LowVol:+0.5 | ESGOnly | 6 | 35 | 4.3 | hard 10% | 166 | 16.5 | Sideways | 14.9 | 3.95 | 2.6 | 140 | 6 | 53 | 47 | false | Buy | Add to core equity +1% | -9 | 14 | BrokerC | LMT | 92 | null | null | Normal monitoring | -33 | -28 | 99 | 3 | false | Tighten stops on momentum names |
P3676 | Active | IRA | USD | 2024-11-10 | 1,439,135 | 88,865 | 1,350,270 | 1 | 63 | 21.1 | 5.9 | 10 | QQQ:28.7%;VOO:28.7%;BND:14.0%;AMZN:28.7% | US:66.2;EU:14.4;APAC:15.0;EM:4.4;Other:0.1 | Value:-0.3;Growth:+0.9;Quality:-0.3;Size:+0.9;Momentum:-0.9;LowVol:+1.0 | NoDerivatives | 6 | 25 | 4 | trailing 8% | 225 | 18.2 | Volatile | 27.3 | 3.64 | 3.2 | 178 | 62 | 81 | 81 | true | Hedge | Buy index puts 1% notional | 6 | -33 | BrokerC | MKT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 69 | -58 | 61 | 2 | false | Tax-aware sells next window |
P3677 | Active | Trust | USD | 2025-10-11 | 1,696,663 | 121,473 | 1,575,190 | 1 | 55.5 | 28.3 | 8.4 | 7.8 | GLD:33.3%;HYG:33.3%;BND:33.3% | US:72.5;EU:5.4;APAC:14.0;EM:7.1;Other:0.9 | Value:-0.8;Growth:+0.9;Quality:+0.5;Size:+0.7;Momentum:+0.9;LowVol:0.0 | NoDerivatives | 10 | 35 | 5.3 | trailing 8% | 132 | 26.1 | Sideways | 15.9 | 4.1 | 2.1 | 136 | 12 | 43 | 48 | false | Rebalance | Shift +1% to bonds from equity | 17 | -2 | BrokerD | LMT | 95 | null | null | Normal monitoring | 56 | -22 | 131 | 3 | false | Tax-aware sells next window |
P3678 | Active | 401k | USD | 2025-09-06 | 2,395,999 | 154,404 | 2,241,595 | 1.1 | 65.7 | 21.2 | 3.3 | 9.8 | VNQ:27.2%;AMZN:27.2%;TSLA:27.2%;VTI:18.5% | US:58.2;EU:19.7;APAC:13.3;EM:4.2;Other:4.6 | Value:-0.2;Growth:0.0;Quality:+0.8;Size:-0.2;Momentum:-0.1;LowVol:+0.5 | MaxPos6% | 6 | 35 | 5.6 | trailing 9% | 136 | 16.8 | Bear | 22.4 | 3.45 | 1.6 | 212 | -118 | 5 | 58 | false | Buy | Add to core equity +1% | 16 | -27 | BrokerC | LMT | 85 | null | null | Normal monitoring | 59 | -17 | 37 | 4 | false | Monitor dispersion and breadth |
P3679 | Active | Roth | USD | 2024-07-11 | 752,275 | 53,488 | 698,787 | 1.19 | 50.8 | 24.1 | 19.4 | 5.7 | QQQ:9.0%;XLF:21.7%;VOO:13.3%;AAPL:21.7%;TLT:21.7%;BND:12.5% | US:64.8;EU:18.0;APAC:12.4;EM:4.0;Other:0.8 | Value:-0.0;Growth:+0.5;Quality:-0.8;Size:-0.6;Momentum:-0.9;LowVol:+0.8 | MaxPos7%;NoDerivatives | 10 | 30 | 4.5 | trailing 9% | 203 | 17.4 | Bull | 16.9 | 4.79 | 3.4 | 111 | 14 | 70 | 53 | false | Rebalance | Shift +1% to bonds from equity | 11 | -34 | BrokerA | LMT | 87 | null | null | Normal monitoring | 106 | -26 | 82 | 3 | false | Tighten stops on momentum names |
P3680 | Systematic | Trust | USD | 2024-09-14 | 1,525,879 | 114,208 | 1,411,671 | 1 | 62.6 | 31.9 | 0 | 5.5 | BND:22.1%;HYG:20.5%;MSFT:13.2%;AMZN:22.1%;VTI:22.1% | US:69.8;EU:6.5;APAC:11.9;EM:11.4;Other:0.4 | Value:+0.9;Growth:+0.5;Quality:-0.9;Size:+0.5;Momentum:-0.6;LowVol:+0.7 | MaxPos5% | 7 | 35 | 4.8 | trailing 9% | 215 | 23 | Bull | 14.6 | 4.57 | 2.2 | 93 | 82 | 81 | 38 | false | Rebalance | Shift +1% to bonds from equity | 35 | -33 | BrokerB | MKT | 95 | null | null | Normal monitoring | 90 | -42 | 70 | 4 | false | Increase defensive factor exposure |
P3681 | Cautious | 401k | USD | 2025-11-21 | 718,821 | 113,804 | 605,017 | 1 | 41.2 | 38.7 | 4.5 | 15.7 | VNQ:18.7%;HYG:19.3%;AAPL:14.4%;QQQ:23.8%;BND:23.8% | US:76.1;EU:7.1;APAC:8.6;EM:4.5;Other:3.6 | Value:+0.6;Growth:+0.6;Quality:+0.8;Size:-0.0;Momentum:+0.4;LowVol:+0.8 | ESGOnly;MaxPos5%;NoMargin | 8 | 35 | 3.1 | trailing 10% | 140 | 16.8 | Bear | 22.2 | 3.5 | 3 | 196 | -43 | 35 | 54 | false | Buy | Add to core equity +1% | 30 | 7 | BrokerC | MKT | 97 | null | null | Normal monitoring | 28 | -11 | 18 | 3 | false | Increase defensive factor exposure |
P3682 | Hands-off | IRA | USD | 2025-04-20 | 282,803 | 21,866 | 260,937 | 1 | 59.1 | 22.3 | 8.7 | 9.9 | XLF:12.9%;QQQ:19.6%;BND:21.4%;VNQ:23.1%;AMZN:23.1% | US:70.7;EU:6.8;APAC:11.8;EM:9.1;Other:1.6 | Value:+0.7;Growth:-0.4;Quality:+0.1;Size:+0.5;Momentum:+0.8;LowVol:-0.3 | null | 10 | 35 | 4 | trailing 8% | 149 | 19.6 | Volatile | 27.3 | 5.14 | 2.8 | 173 | -58 | 26 | 68 | false | Hedge | Add TLT +1% as duration hedge | -11 | -13 | BrokerA | LMT | 91 | null | null | Normal monitoring | -50 | 2 | 77 | 4 | false | Tax-aware sells next window |
P3683 | Hands-off | 401k | USD | 2024-11-08 | 739,077 | 40,650 | 698,427 | 1 | 58.1 | 19.5 | 13 | 9.4 | TSLA:27.9%;BND:27.9%;VTI:16.3%;AAPL:27.9% | US:70.1;EU:11.4;APAC:7.9;EM:9.5;Other:1.0 | Value:+0.7;Growth:+0.6;Quality:-0.7;Size:+0.3;Momentum:+0.6;LowVol:-0.2 | ESGOnly;MaxPos6%;NoDerivatives | 5 | 35 | 3.9 | hard 10% | 94 | 14.9 | Volatile | 22.3 | 4.78 | 4.1 | 149 | -19 | 53 | 53 | false | Rebalance | Shift +1% to bonds from equity | -12 | -20 | BrokerB | MKT | 89 | null | null | Normal monitoring | -12 | 14 | 14 | 4 | false | Monitor dispersion and breadth |
P3684 | Active | IRA | USD | 2025-07-31 | 1,526,310 | 142,725 | 1,383,585 | 1 | 65.2 | 28.8 | 0.8 | 5.2 | BRK.B:18.2%;IEF:19.5%;VOO:12.6%;TLT:24.8%;QQQ:24.8% | US:72.7;EU:9.6;APAC:6.3;EM:8.4;Other:3.0 | Value:+0.2;Growth:-0.4;Quality:-0.2;Size:+0.4;Momentum:-0.6;LowVol:-0.1 | MaxPos5%;NoDerivatives | 7 | 30 | 5 | hard 12% | 205 | 20.4 | Bull | 18 | 4.44 | 2.4 | 111 | 50 | 78 | 64 | false | Buy | Add to core equity +1% | 8 | 10 | BrokerD | MKT | 96 | null | null | Normal monitoring | 41 | -15 | 38 | 4 | false | Tax-aware sells next window |
P3685 | Systematic | 401k | USD | 2025-02-25 | 943,270 | 47,060 | 896,210 | 1 | 59.2 | 32.8 | 1.2 | 6.8 | BND:22.0%;AMZN:8.7%;AAPL:22.0%;VOO:7.4%;QQQ:22.0%;IEF:18.0% | US:65.7;EU:15.5;APAC:6.3;EM:12.1;Other:0.4 | Value:+0.4;Growth:-0.3;Quality:-1.0;Size:-0.1;Momentum:+0.4;LowVol:-0.8 | null | 5 | 35 | 4.3 | trailing 8% | 125 | 27.4 | Sideways | 17.3 | 4.21 | 2.3 | 92 | 43 | 71 | 46 | false | NoAction | Within bands; monitor | 15 | 8 | BrokerA | LMT | 94 | null | null | Normal monitoring | 60 | -30 | 23 | 5 | false | Tax-aware sells next window |
P3686 | Opportunistic | Taxable | USD | 2024-07-20 | 688,847 | 58,490 | 630,357 | 1 | 62.1 | 13.3 | 19.4 | 5.2 | VOO:33.3%;MSFT:33.3%;QQQ:33.3% | US:72.6;EU:9.5;APAC:6.1;EM:9.6;Other:2.2 | Value:-0.4;Growth:+0.3;Quality:+0.3;Size:-0.7;Momentum:-0.1;LowVol:+0.6 | null | 8 | 25 | 5 | trailing 7% | 263 | 32.5 | Volatile | 25.8 | 3.57 | 3.5 | 155 | 42 | 65 | 73 | true | Rebalance | Rebalance back to target bands | 5 | -28 | BrokerD | VWAP | 99 | VAR>budget | TightenStops | Risk above budget threshold | 42 | -13 | 96 | 2 | false | Increase defensive factor exposure |
P3687 | Systematic | Roth | USD | 2025-09-14 | 983,794 | 71,103 | 912,691 | 1 | 61.6 | 30.7 | 0 | 7.7 | TSLA:22.9%;TLT:22.9%;AAPL:13.1%;VOO:18.1%;VTI:22.9% | US:73.8;EU:14.4;APAC:5.0;EM:4.9;Other:1.8 | Value:-0.0;Growth:+0.3;Quality:+0.1;Size:+0.1;Momentum:+0.3;LowVol:+0.1 | null | 6 | 25 | 4.9 | trailing 8% | 221 | 16.2 | Bear | 31.5 | 3.73 | 1.9 | 188 | -30 | 45 | 75 | true | Hedge | Buy index puts 1% notional | 23 | 0 | BrokerC | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 27 | -45 | 37 | 4 | false | Tighten stops on momentum names |
P3688 | Cautious | Roth | USD | 2025-01-02 | 614,929 | 52,023 | 562,906 | 1 | 36 | 39.6 | 6.5 | 18 | AAPL:25.0%;BND:25.0%;GLD:25.0%;MUB:25.0% | US:71.4;EU:9.3;APAC:9.1;EM:7.1;Other:3.1 | Value:-0.8;Growth:-0.6;Quality:-0.6;Size:-0.7;Momentum:+0.4;LowVol:-0.7 | MaxPos6%;NoMargin | 8 | 30 | 5.8 | trailing 8% | 104 | 16.5 | Volatile | 25.6 | 4.08 | 3.9 | 148 | 73 | 100 | 50 | false | Rebalance | Shift +1% to bonds from equity | 7 | -24 | BrokerD | VWAP | 92 | null | null | Normal monitoring | 50 | -22 | 163 | 3 | false | Within IPS guidelines |
P3689 | Active | Trust | USD | 2025-02-06 | 1,312,259 | 113,748 | 1,198,511 | 1 | 51.4 | 28.3 | 12.1 | 8.2 | VTI:33.6%;AMZN:32.8%;TSLA:33.6% | US:72.6;EU:10.4;APAC:6.3;EM:9.1;Other:1.5 | Value:-0.2;Growth:+0.3;Quality:+0.4;Size:+0.8;Momentum:+0.8;LowVol:+0.9 | NoDerivatives | 7 | 35 | 4.3 | trailing 8% | 143 | 25.1 | Volatile | 26.3 | 4.05 | 3.1 | 178 | -43 | 21 | 67 | false | Hedge | Add TLT +1% as duration hedge | 9 | 7 | BrokerB | VWAP | 89 | null | null | Normal monitoring | 50 | 14 | 173 | 5 | false | Monitor dispersion and breadth |
P3690 | Active | Trust | USD | 2025-11-03 | 849,681 | 55,620 | 794,061 | 1 | 63 | 23.5 | 8 | 5.5 | MUB:33.3%;BRK.B:33.4%;AMZN:33.4% | US:61.4;EU:10.4;APAC:13.9;EM:10.2;Other:4.2 | Value:-0.3;Growth:0.0;Quality:+1.0;Size:+0.9;Momentum:-0.9;LowVol:-0.8 | null | 8 | 30 | 5 | hard 12% | 221 | 22.5 | Bear | 27.4 | 4.41 | 1.4 | 202 | -45 | 15 | 81 | true | Hedge | Buy index puts 1% notional | 7 | -26 | BrokerC | VWAP | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 24 | -21 | 141 | 4 | false | Tighten stops on momentum names |
P3691 | Cautious | Roth | USD | 2025-03-19 | 405,814 | 50,055 | 355,759 | 1 | 50.1 | 33.2 | 0 | 16.7 | TSLA:33.3%;MSFT:33.3%;BND:33.3% | US:70.2;EU:10.8;APAC:6.0;EM:9.9;Other:3.1 | Value:+0.1;Growth:+0.7;Quality:+0.1;Size:+0.9;Momentum:-0.9;LowVol:+0.7 | NoMargin | 6 | 30 | 4.7 | hard 10% | 153 | 12.2 | Sideways | 17.1 | 4.72 | 3.2 | 119 | 2 | 42 | 43 | false | Buy | Add to core equity +1% | 19 | 10 | BrokerC | LMT | 93 | null | null | Normal monitoring | 62 | -7 | 187 | 5 | false | Within IPS guidelines |
P3692 | Cautious | Trust | USD | 2024-09-23 | 698,697 | 92,458 | 606,239 | 1 | 48.6 | 39.4 | 0 | 11.9 | AMZN:23.3%;HYG:9.2%;XLF:20.5%;MSFT:10.4%;VNQ:13.3%;GLD:23.3% | US:66.4;EU:12.3;APAC:11.6;EM:4.5;Other:5.2 | Value:+0.3;Growth:-0.5;Quality:+0.8;Size:+0.7;Momentum:-0.9;LowVol:+0.8 | ESGOnly;NoMargin | 8 | 25 | 3.8 | trailing 8% | 165 | 13.4 | Bull | 16.7 | 3.73 | 2.6 | 83 | 88 | 100 | 52 | false | Buy | Add to core equity +1% | 32 | 10 | BrokerC | LMT | 91 | null | null | Normal monitoring | 33 | -14 | 2 | 4 | false | Tax-aware sells next window |
P3693 | Hands-off | 401k | USD | 2024-09-30 | 800,405 | 57,650 | 742,755 | 1 | 69.3 | 20.9 | 0 | 9.8 | HYG:26.6%;BRK.B:20.2%;IEF:26.6%;AMZN:26.6% | US:64.6;EU:16.2;APAC:11.0;EM:4.8;Other:3.4 | Value:+0.6;Growth:-0.3;Quality:+0.4;Size:+0.4;Momentum:+0.8;LowVol:+0.6 | ESGOnly;NoDerivatives | 10 | 30 | 4.4 | trailing 10% | 142 | 18 | Sideways | 15.3 | 3.65 | 3.3 | 98 | 51 | 76 | 60 | false | Rebalance | Shift +1% to bonds from equity | -2 | -29 | BrokerC | MKT | 98 | null | null | Normal monitoring | 40 | -27 | 38 | 4 | false | Increase defensive factor exposure |
P3694 | Cautious | IRA | USD | 2024-12-08 | 245,819 | 21,067 | 224,752 | 1 | 44.5 | 42.2 | 0 | 13.4 | IEF:9.8%;BRK.B:11.3%;XLF:19.8%;VOO:19.2%;VTI:17.4%;VNQ:22.4% | US:59.1;EU:16.9;APAC:13.0;EM:8.0;Other:3.0 | Value:-0.2;Growth:-0.3;Quality:-1.0;Size:-0.2;Momentum:-0.3;LowVol:+0.2 | NoDerivatives;NoMargin | 10 | 25 | 4.5 | hard 10% | 162 | 18.3 | Volatile | 24 | 4.45 | 2.6 | 179 | 72 | 71 | 48 | false | Hedge | Add TLT +1% as duration hedge | -2 | -5 | BrokerB | LMT | 85 | null | null | Normal monitoring | -17 | -36 | 43 | 4 | false | Within IPS guidelines |
P3695 | Active | 401k | USD | 2025-04-20 | 2,027,666 | 221,441 | 1,806,225 | 1 | 61.4 | 27.4 | 4 | 7.2 | VTI:16.9%;XLF:6.2%;BND:20.0%;AAPL:21.1%;TSLA:21.1%;HYG:14.6% | US:68.6;EU:8.3;APAC:12.8;EM:9.9;Other:0.3 | Value:-0.1;Growth:+1.0;Quality:-0.3;Size:-0.5;Momentum:-0.6;LowVol:-0.5 | NoDerivatives | 8 | 30 | 4.6 | trailing 8% | 208 | 17.6 | Volatile | 26.3 | 4.58 | 2.1 | 144 | 70 | 77 | 66 | false | Rebalance | Shift +1% to bonds from equity | -4 | -32 | BrokerB | MKT | 91 | null | null | Normal monitoring | -39 | -47 | -72 | 5 | false | Tax-aware sells next window |
P3696 | Active | Taxable | USD | 2025-12-24 | 782,029 | 52,421 | 729,608 | 1.12 | 61 | 22.1 | 11.3 | 5.6 | QQQ:14.9%;GLD:25.5%;AMZN:17.7%;MUB:16.4%;VNQ:25.5% | US:58.9;EU:18.4;APAC:11.4;EM:7.7;Other:3.5 | Value:+0.1;Growth:-1.0;Quality:-0.9;Size:+0.2;Momentum:-0.5;LowVol:+0.3 | null | 7 | 35 | 4.2 | trailing 8% | 217 | 25.9 | Sideways | 15.5 | 4.08 | 3.3 | 126 | 48 | 70 | 41 | false | Rebalance | Shift +1% to bonds from equity | -10 | 7 | BrokerD | MKT | 99 | null | null | Normal monitoring | 3 | -41 | 133 | 4 | false | Tighten stops on momentum names |
P3697 | Hands-off | Roth | USD | 2025-12-24 | 740,932 | 48,109 | 692,823 | 1 | 60.2 | 20.1 | 10.2 | 9.6 | HYG:20.9%;TSLA:16.9%;VOO:20.9%;MUB:12.0%;AMZN:11.0%;QQQ:18.2% | US:66.8;EU:8.8;APAC:12.8;EM:6.6;Other:4.9 | Value:-0.1;Growth:+0.4;Quality:-0.6;Size:+0.2;Momentum:+0.2;LowVol:-0.9 | ESGOnly | 7 | 35 | 4.7 | hard 10% | 168 | 15 | Bear | 24.4 | 4.03 | 1.9 | 167 | -26 | 43 | 62 | false | NoAction | Within bands; monitor | 2 | -8 | BrokerD | MKT | 0 | null | null | Normal monitoring | 73 | -54 | 206 | 5 | false | Tax-aware sells next window |
P3698 | Active | IRA | USD | 2025-07-13 | 1,761,539 | 170,706 | 1,590,833 | 1 | 62.5 | 28.3 | 0 | 9.2 | VOO:20.6%;BND:16.0%;XLF:21.1%;TLT:10.1%;IEF:11.1%;BRK.B:21.1% | US:63.4;EU:15.1;APAC:9.0;EM:11.7;Other:0.9 | Value:+0.3;Growth:+0.6;Quality:-0.6;Size:-0.3;Momentum:+0.6;LowVol:+0.1 | null | 8 | 35 | 5.5 | hard 12% | 178 | 17.4 | Bear | 22.9 | 3.26 | 2.7 | 131 | -104 | 5 | 68 | false | NoAction | Within bands; monitor | -12 | -14 | BrokerB | LMT | 94 | null | null | Normal monitoring | 76 | -24 | 214 | 3 | false | Tighten stops on momentum names |
P3699 | Systematic | Roth | USD | 2025-11-11 | 721,554 | 67,674 | 653,880 | 1 | 63.9 | 21.7 | 6 | 8.3 | HYG:10.2%;VNQ:21.5%;MUB:21.3%;TLT:12.0%;VTI:13.5%;XLF:21.5% | US:62.7;EU:11.0;APAC:10.7;EM:12.0;Other:3.5 | Value:+0.6;Growth:+0.7;Quality:+0.5;Size:+0.5;Momentum:+0.6;LowVol:-0.8 | MaxPos7% | 10 | 25 | 5 | trailing 9% | 218 | 19.8 | Volatile | 30.8 | 4.04 | 4.4 | 137 | 0 | 46 | 88 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -27 | BrokerA | MKT | 94 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 83 | -34 | 96 | 2 | true | Monitor dispersion and breadth |
P3700 | Opportunistic | 401k | USD | 2025-07-31 | 944,635 | 63,235 | 881,400 | 1 | 73.6 | 14.3 | 6.3 | 5.8 | HYG:18.0%;TLT:9.0%;BND:20.0%;GLD:19.4%;BRK.B:19.2%;VNQ:14.3% | US:72.2;EU:15.9;APAC:8.5;EM:2.9;Other:0.5 | Value:-0.9;Growth:-0.3;Quality:-0.3;Size:-0.2;Momentum:-0.2;LowVol:-0.9 | null | 6 | 25 | 5.4 | hard 12% | 255 | 23.9 | Volatile | 27.7 | 4.1 | 4 | 161 | -42 | 44 | 82 | true | Hedge | Buy index puts 1% notional | 6 | -15 | BrokerD | LMT | 97 | VAR>budget | Reduce | Risk above budget threshold | 74 | 15 | 164 | 5 | false | Tighten stops on momentum names |
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