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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P0401 | Hands-off | 401k | USD | 2025-07-05 | 651,463 | 60,768 | 590,695 | 1 | 57.6 | 15.7 | 19.6 | 7.1 | HYG:33.3%;MSFT:33.3%;AAPL:33.3% | US:62.5;EU:16.9;APAC:13.0;EM:6.5;Other:1.1 | Value:+0.5;Growth:-0.5;Quality:+0.2;Size:+0.4;Momentum:-0.2;LowVol:+0.8 | null | 5 | 25 | 4.6 | trailing 8% | 163 | 12.6 | Volatile | 31.2 | 3.78 | 3.2 | 123 | 53 | 77 | 67 | false | Hedge | Add TLT +1% as duration hedge | -7 | 3 | BrokerD | LMT | 88 | null | null | Normal monitoring | 12 | -12 | 140 | 4 | false | Tax-aware sells next window |
P0402 | Active | 401k | USD | 2025-11-17 | 1,418,037 | 109,457 | 1,308,580 | 1.12 | 65.2 | 25.6 | 0 | 9.2 | HYG:21.5%;MSFT:26.4%;BND:25.7%;VOO:26.4% | US:65.8;EU:13.1;APAC:6.0;EM:10.5;Other:4.6 | Value:-0.7;Growth:-0.5;Quality:-0.4;Size:-0.2;Momentum:-0.8;LowVol:-0.5 | MaxPos6% | 10 | 25 | 4.4 | trailing 8% | 183 | 23.2 | Bull | 12.3 | 4.42 | 2.6 | 114 | 7 | 46 | 50 | false | Sell | Trim extended winner -1% | 24 | -17 | BrokerB | LMT | 86 | null | null | Normal monitoring | -60 | 11 | 78 | 5 | false | Within IPS guidelines |
P0403 | Active | Trust | USD | 2025-11-13 | 1,736,991 | 178,314 | 1,558,677 | 1 | 59.5 | 20.4 | 10.4 | 9.7 | MUB:27.1%;VTI:18.8%;HYG:27.1%;IEF:27.1% | US:64.7;EU:16.5;APAC:9.6;EM:8.0;Other:1.3 | Value:+0.1;Growth:+0.7;Quality:-0.3;Size:+0.2;Momentum:-0.7;LowVol:+0.4 | MaxPos5% | 6 | 35 | 4.3 | trailing 8% | 166 | 18.1 | Sideways | 16.4 | 3.99 | 2.6 | 129 | 7 | 53 | 39 | false | Buy | Add to core equity +1% | 31 | -21 | BrokerD | LMT | 99 | null | null | Normal monitoring | 76 | -39 | 216 | 3 | false | Monitor dispersion and breadth |
P0404 | Hands-off | Taxable | USD | 2025-08-06 | 661,959 | 59,805 | 602,154 | 1 | 59.7 | 25 | 9.5 | 5.9 | QQQ:20.8%;GLD:11.6%;AMZN:22.5%;MUB:22.5%;VNQ:22.5% | US:79.0;EU:5.9;APAC:8.0;EM:6.8;Other:0.3 | Value:-0.8;Growth:+0.6;Quality:-0.5;Size:-0.1;Momentum:+0.8;LowVol:+0.8 | NoDerivatives | 5 | 35 | 4 | trailing 8% | 110 | 15.2 | Sideways | 16.7 | 4.91 | 2.7 | 135 | 22 | 69 | 58 | false | Hedge | Add TLT +1% as duration hedge | 18 | -8 | BrokerB | MKT | 98 | null | null | Normal monitoring | 111 | -49 | 226 | 5 | false | Within IPS guidelines |
P0405 | Opportunistic | Trust | USD | 2024-11-08 | 1,330,877 | 99,034 | 1,231,843 | 1 | 64.9 | 16.1 | 12.6 | 6.4 | IEF:33.3%;MSFT:33.3%;TSLA:33.3% | US:71.4;EU:10.6;APAC:7.6;EM:8.4;Other:1.9 | Value:+0.1;Growth:+0.3;Quality:-0.3;Size:+0.8;Momentum:+0.2;LowVol:+0.7 | NoDerivatives | 6 | 35 | 4.9 | trailing 9% | 187 | 32.4 | Bull | 17.5 | 4.32 | 2.7 | 102 | 99 | 100 | 44 | false | Rebalance | Shift +1% to bonds from equity | 23 | -39 | BrokerD | MKT | 94 | null | null | Normal monitoring | -31 | -7 | 7 | 3 | false | Within IPS guidelines |
P0406 | Opportunistic | 401k | USD | 2024-08-22 | 1,131,695 | 98,182 | 1,033,513 | 1.06 | 74 | 16.7 | 2.5 | 6.8 | QQQ:30.6%;MUB:30.6%;HYG:18.2%;VOO:20.5% | US:61.0;EU:19.6;APAC:8.9;EM:8.2;Other:2.3 | Value:+0.4;Growth:-0.7;Quality:+0.4;Size:-0.7;Momentum:-0.1;LowVol:+0.3 | null | 5 | 30 | 4 | trailing 9% | 208 | 21.7 | Bull | 14.6 | 4.45 | 3.3 | 78 | 21 | 73 | 54 | false | NoAction | Within bands; monitor | 3 | -37 | BrokerC | LMT | 85 | null | null | Normal monitoring | -10 | 16 | -17 | 5 | false | Monitor dispersion and breadth |
P0407 | Systematic | Taxable | USD | 2024-12-19 | 795,575 | 62,383 | 733,192 | 1 | 62.4 | 21.6 | 6.3 | 9.7 | AAPL:33.3%;MSFT:33.3%;TLT:33.3% | US:65.8;EU:13.3;APAC:9.1;EM:11.0;Other:0.8 | Value:0.0;Growth:+0.3;Quality:-0.9;Size:-0.7;Momentum:+0.2;LowVol:+0.1 | MaxPos7% | 7 | 25 | 5.8 | trailing 8% | 230 | 24.2 | Bull | 11.9 | 4.97 | 3.5 | 83 | 45 | 80 | 50 | false | Sell | Trim extended winner -1% | 12 | -33 | BrokerA | MKT | 96 | null | null | Normal monitoring | 42 | -4 | 76 | 5 | false | Increase defensive factor exposure |
P0408 | Cautious | Trust | USD | 2025-01-17 | 858,602 | 135,716 | 722,886 | 1 | 38.7 | 33.4 | 11.4 | 16.5 | TSLA:33.3%;QQQ:33.3%;BRK.B:33.3% | US:65.5;EU:11.2;APAC:13.2;EM:9.2;Other:0.8 | Value:+0.3;Growth:+0.5;Quality:-0.7;Size:+0.6;Momentum:-0.9;LowVol:+0.2 | ESGOnly;NoDerivatives;NoMargin | 7 | 35 | 4.4 | trailing 8% | 150 | 12.3 | Volatile | 30.3 | 4.4 | 2.3 | 171 | 65 | 92 | 72 | true | Hedge | Buy index puts 1% notional | 18 | -17 | BrokerD | MKT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -25 | -12 | 52 | 4 | false | Within IPS guidelines |
P0409 | Systematic | 401k | USD | 2025-12-15 | 1,166,781 | 99,601 | 1,067,180 | 1 | 66.5 | 22.2 | 5.3 | 6 | TLT:23.8%;BND:23.8%;VOO:23.8%;QQQ:9.5%;BRK.B:19.0% | US:62.9;EU:11.0;APAC:15.1;EM:6.2;Other:4.8 | Value:-0.8;Growth:-0.8;Quality:-0.1;Size:-0.6;Momentum:+0.3;LowVol:+0.9 | null | 7 | 35 | 5.4 | trailing 8% | 202 | 19 | Bull | 16.7 | 3.89 | 3.1 | 78 | 81 | 85 | 59 | false | Sell | Trim extended winner -1% | 15 | -18 | BrokerC | LMT | 91 | null | null | Normal monitoring | -21 | -31 | 57 | 3 | false | Tighten stops on momentum names |
P0410 | Active | Roth | USD | 2025-05-25 | 2,420,431 | 244,990 | 2,175,441 | 1 | 58.5 | 19.6 | 12.6 | 9.3 | AMZN:10.6%;IEF:22.4%;GLD:22.4%;TLT:22.4%;QQQ:22.4% | US:64.5;EU:19.1;APAC:5.4;EM:10.6;Other:0.4 | Value:-1.0;Growth:-0.1;Quality:+0.5;Size:-0.8;Momentum:+0.1;LowVol:+0.6 | null | 5 | 35 | 5.6 | hard 12% | 163 | 16.6 | Bull | 16.5 | 3.8 | 3 | 70 | 15 | 63 | 52 | false | Sell | Trim extended winner -1% | 24 | -29 | BrokerD | MKT | 87 | null | null | Normal monitoring | -20 | -50 | -24 | 3 | false | Increase defensive factor exposure |
P0411 | Opportunistic | IRA | USD | 2025-11-21 | 1,295,218 | 101,484 | 1,193,734 | 1 | 63.6 | 20 | 11.7 | 4.7 | TSLA:24.2%;XLF:25.3%;IEF:25.3%;AMZN:25.3% | US:63.1;EU:20.0;APAC:5.8;EM:9.1;Other:2.0 | Value:-1.0;Growth:-1.0;Quality:0.0;Size:-0.6;Momentum:-0.9;LowVol:+1.0 | null | 7 | 30 | 4.1 | hard 12% | 222 | 25.9 | Sideways | 17.7 | 3.88 | 2.7 | 98 | 11 | 59 | 63 | false | Rebalance | Shift +1% to bonds from equity | 35 | -11 | BrokerA | LMT | 88 | null | null | Normal monitoring | 73 | 19 | 196 | 3 | false | Tighten stops on momentum names |
P0412 | Active | Taxable | USD | 2024-07-30 | 2,329,660 | 206,127 | 2,123,533 | 1.23 | 63.9 | 29.9 | 0 | 6.2 | TLT:19.6%;BRK.B:26.8%;AAPL:26.8%;TSLA:26.8% | US:69.3;EU:15.6;APAC:4.7;EM:9.0;Other:1.4 | Value:-0.2;Growth:-0.2;Quality:-0.2;Size:-0.6;Momentum:-0.8;LowVol:-0.9 | NoDerivatives | 6 | 30 | 4.8 | trailing 9% | 202 | 20.8 | Volatile | 21.1 | 4.01 | 2.3 | 115 | 11 | 70 | 54 | false | Rebalance | Shift +1% to bonds from equity | 12 | -32 | BrokerD | MKT | 99 | null | null | Normal monitoring | -4 | -53 | 6 | 3 | false | Tighten stops on momentum names |
P0413 | Active | 401k | USD | 2025-11-12 | 1,042,986 | 102,456 | 940,530 | 1.1 | 54.5 | 27.9 | 11.5 | 6 | MSFT:33.3%;TSLA:33.3%;QQQ:33.3% | US:68.1;EU:13.1;APAC:10.7;EM:7.3;Other:0.8 | Value:-0.8;Growth:-0.4;Quality:-0.9;Size:-0.6;Momentum:-0.1;LowVol:+0.5 | MaxPos6% | 6 | 30 | 5 | hard 12% | 174 | 17.9 | Volatile | 30.4 | 5.5 | 3.4 | 153 | 59 | 84 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | -40 | BrokerA | LMT | 97 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 26 | -49 | 151 | 2 | false | Monitor dispersion and breadth |
P0414 | Opportunistic | 401k | USD | 2025-12-06 | 1,696,310 | 51,056 | 1,645,254 | 1 | 75.4 | 16.8 | 0 | 7.8 | VNQ:21.0%;MUB:20.4%;BND:12.0%;XLF:21.0%;HYG:12.9%;VTI:12.7% | US:63.0;EU:16.1;APAC:6.8;EM:12.4;Other:1.7 | Value:-0.0;Growth:+0.2;Quality:+0.1;Size:+1.0;Momentum:-0.1;LowVol:-0.3 | null | 8 | 30 | 5.5 | hard 12% | 233 | 29.6 | Bear | 23.8 | 4.48 | 2.3 | 199 | 10 | 49 | 79 | true | Hedge | Buy index puts 1% notional | 27 | -10 | BrokerD | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 35 | -42 | 79 | 4 | false | Monitor dispersion and breadth |
P0415 | Active | 401k | USD | 2025-02-27 | 2,042,512 | 177,100 | 1,865,412 | 1 | 66.1 | 24.5 | 0 | 9.5 | XLF:33.3%;AMZN:33.3%;QQQ:33.3% | US:63.1;EU:13.2;APAC:9.8;EM:10.4;Other:3.6 | Value:+0.7;Growth:-0.4;Quality:+0.9;Size:+0.7;Momentum:+0.8;LowVol:+0.1 | null | 5 | 25 | 5 | trailing 8% | 216 | 21.9 | Bull | 15.3 | 4.68 | 2.3 | 115 | 15 | 61 | 51 | false | Rebalance | Shift +1% to bonds from equity | 18 | 9 | BrokerB | MKT | 86 | null | null | Normal monitoring | -42 | 13 | 45 | 4 | false | Tax-aware sells next window |
P0416 | Cautious | Trust | USD | 2024-09-14 | 708,873 | 81,678 | 627,195 | 1 | 36.3 | 30.6 | 22.4 | 10.8 | MSFT:25.0%;AAPL:25.0%;VTI:25.0%;TSLA:25.0% | US:71.2;EU:12.5;APAC:11.0;EM:2.9;Other:2.4 | Value:-0.6;Growth:-0.6;Quality:+0.1;Size:+0.2;Momentum:+0.6;LowVol:+0.4 | ESGOnly;MaxPos8%;NoMargin | 6 | 30 | 3 | trailing 10% | 94 | 12.3 | Bear | 33.2 | 3.83 | 2.5 | 156 | -66 | 32 | 73 | true | Hedge | Buy index puts 1% notional | 0 | 11 | BrokerB | LMT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -8 | 8 | -9 | 4 | false | Within IPS guidelines |
P0417 | Opportunistic | 401k | USD | 2024-12-03 | 1,347,024 | 113,800 | 1,233,224 | 1 | 61.4 | 13.6 | 17 | 8 | BND:15.6%;BRK.B:20.7%;AMZN:20.7%;HYG:17.5%;GLD:17.3%;VNQ:8.1% | US:72.0;EU:14.5;APAC:6.7;EM:5.4;Other:1.4 | Value:+0.7;Growth:-0.0;Quality:-0.5;Size:-0.3;Momentum:+0.8;LowVol:-0.4 | MaxPos6% | 8 | 25 | 5.3 | trailing 9% | 275 | 30.9 | Bull | 11.1 | 4.16 | 2 | 106 | 47 | 74 | 41 | true | Rebalance | Rebalance back to target bands | -8 | -28 | BrokerB | LMT | 93 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 30 | -28 | 161 | 3 | false | Tighten stops on momentum names |
P0418 | Hands-off | Roth | USD | 2025-07-30 | 295,924 | 18,316 | 277,608 | 1 | 66.1 | 20.3 | 8.4 | 5.3 | TSLA:16.3%;GLD:20.1%;BND:14.5%;MSFT:17.6%;HYG:12.5%;VOO:19.0% | US:67.2;EU:8.4;APAC:12.4;EM:7.7;Other:4.3 | Value:+0.1;Growth:-0.5;Quality:+0.9;Size:+0.3;Momentum:+0.2;LowVol:+0.6 | null | 6 | 30 | 3.3 | hard 10% | 142 | 19.3 | Volatile | 27.8 | 5.17 | 2.2 | 110 | 5 | 37 | 76 | true | Rebalance | Rebalance back to target bands | 29 | -12 | BrokerD | MKT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 93 | 14 | 198 | 2 | false | Tax-aware sells next window |
P0419 | Hands-off | IRA | USD | 2024-08-15 | 459,144 | 20,702 | 438,442 | 1 | 63.5 | 26.7 | 0 | 9.8 | TSLA:28.0%;VNQ:28.0%;VTI:16.1%;BRK.B:28.0% | US:72.9;EU:8.8;APAC:10.9;EM:4.8;Other:2.6 | Value:+0.8;Growth:+0.8;Quality:+0.7;Size:-0.9;Momentum:-0.8;LowVol:+0.8 | ESGOnly | 10 | 30 | 4.3 | trailing 10% | 112 | 16.2 | Volatile | 22.1 | 5.01 | 3.7 | 120 | 44 | 86 | 63 | false | Hedge | Add TLT +1% as duration hedge | -5 | -4 | BrokerA | MKT | 92 | null | null | Normal monitoring | -42 | 16 | -17 | 5 | false | Monitor dispersion and breadth |
P0420 | Active | Trust | USD | 2025-06-23 | 1,413,663 | 127,179 | 1,286,484 | 1.17 | 62.5 | 29.9 | 0 | 7.6 | BRK.B:22.5%;TLT:13.4%;HYG:11.7%;GLD:15.7%;IEF:14.1%;TSLA:22.5% | US:69.1;EU:12.0;APAC:4.6;EM:9.9;Other:4.4 | Value:-0.4;Growth:-0.3;Quality:-0.1;Size:-0.9;Momentum:-0.7;LowVol:+0.5 | null | 7 | 25 | 5.9 | hard 12% | 150 | 27.3 | Volatile | 20.7 | 5.22 | 2.3 | 152 | -41 | 36 | 62 | false | Buy | Add to core equity +1% | 21 | -32 | BrokerA | MKT | 94 | null | null | Normal monitoring | -11 | 16 | 49 | 3 | false | Increase defensive factor exposure |
P0421 | Active | Taxable | USD | 2025-09-19 | 1,871,154 | 134,599 | 1,736,555 | 1 | 59.6 | 25 | 9.2 | 6.3 | VTI:33.3%;QQQ:33.3%;MUB:33.3% | US:63.5;EU:12.9;APAC:10.0;EM:12.4;Other:1.3 | Value:-0.5;Growth:-0.5;Quality:-0.3;Size:+0.8;Momentum:+0.7;LowVol:+0.4 | null | 5 | 35 | 5.8 | trailing 9% | 182 | 17.8 | Bull | 15 | 4.66 | 2.3 | 87 | 106 | 88 | 55 | false | Sell | Trim extended winner -1% | -4 | -13 | BrokerC | LMT | 95 | null | null | Normal monitoring | -8 | -19 | -32 | 3 | false | Tighten stops on momentum names |
P0422 | Cautious | 401k | USD | 2024-11-07 | 501,767 | 73,432 | 428,335 | 1 | 42.9 | 43.4 | 0.2 | 13.4 | AAPL:26.8%;TSLA:19.7%;AMZN:26.8%;BRK.B:26.8% | US:68.1;EU:10.1;APAC:13.5;EM:3.6;Other:4.6 | Value:+0.9;Growth:-1.0;Quality:-0.9;Size:+0.2;Momentum:-1.0;LowVol:+1.0 | ESGOnly;NoMargin | 10 | 30 | 5.7 | trailing 8% | 143 | 12.4 | Bull | 17.6 | 4.4 | 2.1 | 103 | 25 | 73 | 47 | false | Buy | Add to core equity +1% | 6 | -17 | BrokerD | MKT | 97 | null | null | Normal monitoring | -32 | -42 | 74 | 3 | false | Monitor dispersion and breadth |
P0423 | Cautious | Roth | USD | 2024-09-17 | 332,951 | 50,685 | 282,266 | 1 | 44.3 | 35.1 | 7.4 | 13.1 | TSLA:22.2%;GLD:21.3%;AMZN:21.5%;MSFT:13.5%;IEF:21.4% | US:65.2;EU:10.0;APAC:8.7;EM:10.7;Other:5.5 | Value:-0.6;Growth:-0.1;Quality:+0.6;Size:-0.8;Momentum:-0.3;LowVol:+0.2 | NoMargin | 10 | 35 | 5.5 | trailing 8% | 165 | 14.8 | Volatile | 25.9 | 3.54 | 2.7 | 130 | 24 | 71 | 50 | false | Rebalance | Shift +1% to bonds from equity | 15 | -23 | BrokerA | MKT | 91 | null | null | Normal monitoring | 9 | -52 | 116 | 3 | false | Within IPS guidelines |
P0424 | Systematic | 401k | USD | 2024-09-30 | 577,527 | 52,827 | 524,700 | 1 | 60.2 | 28.8 | 2.7 | 8.3 | AAPL:33.3%;BND:33.3%;AMZN:33.3% | US:65.4;EU:8.2;APAC:14.7;EM:11.1;Other:0.7 | Value:+0.3;Growth:-1.0;Quality:-0.8;Size:-1.0;Momentum:+1.0;LowVol:+0.1 | null | 8 | 30 | 5.5 | hard 12% | 135 | 18.8 | Volatile | 26.5 | 5.32 | 3.4 | 151 | 33 | 60 | 75 | true | Hedge | Buy index puts 1% notional | -1 | -34 | BrokerB | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -57 | 20 | -25 | 3 | false | Increase defensive factor exposure |
P0425 | Systematic | Roth | USD | 2025-03-24 | 527,875 | 30,703 | 497,172 | 1 | 62.4 | 30.4 | 0 | 7.2 | VTI:21.5%;BRK.B:18.9%;AAPL:21.5%;TSLA:16.5%;IEF:21.5% | US:63.6;EU:10.0;APAC:12.5;EM:12.2;Other:1.7 | Value:-1.0;Growth:+0.2;Quality:-0.6;Size:-0.3;Momentum:-0.1;LowVol:-0.7 | null | 6 | 30 | 5.7 | trailing 8% | 148 | 20.7 | Volatile | 26.3 | 4.44 | 2.4 | 149 | 14 | 59 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -27 | BrokerD | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | -53 | 19 | -10 | 5 | false | Tax-aware sells next window |
P0426 | Opportunistic | Taxable | USD | 2024-11-12 | 794,456 | 24,403 | 770,053 | 1.17 | 73.5 | 16.9 | 3.5 | 6.1 | MSFT:33.3%;TSLA:33.3%;MUB:33.3% | US:67.2;EU:14.8;APAC:11.3;EM:4.6;Other:2.1 | Value:+0.8;Growth:+0.9;Quality:+0.6;Size:+0.7;Momentum:+0.6;LowVol:0.0 | null | 7 | 25 | 5.6 | hard 12% | 238 | 30.3 | Bull | 11.1 | 3.63 | 2.2 | 98 | 112 | 100 | 41 | false | Rebalance | Shift +1% to bonds from equity | 18 | -19 | BrokerB | LMT | 95 | null | null | Normal monitoring | 76 | -10 | 181 | 3 | false | Within IPS guidelines |
P0427 | Opportunistic | Trust | USD | 2024-08-16 | 1,546,663 | 54,960 | 1,491,703 | 1.15 | 66.5 | 21.2 | 6.3 | 6 | MSFT:8.5%;TLT:21.7%;BND:8.4%;MUB:18.0%;HYG:21.7%;BRK.B:21.7% | US:61.5;EU:14.8;APAC:15.6;EM:5.0;Other:3.0 | Value:-0.8;Growth:+0.1;Quality:+0.2;Size:-0.9;Momentum:+0.1;LowVol:+0.5 | MaxPos6%;NoDerivatives | 7 | 35 | 5.9 | trailing 7% | 172 | 25.2 | Sideways | 15.7 | 3.6 | 3.4 | 107 | -14 | 49 | 56 | false | Hedge | Add TLT +1% as duration hedge | -11 | 11 | BrokerC | MKT | 99 | null | null | Normal monitoring | -5 | 18 | 50 | 3 | false | Tax-aware sells next window |
P0428 | Opportunistic | 401k | USD | 2024-12-11 | 818,729 | 63,690 | 755,039 | 1.14 | 76.9 | 12.3 | 5.3 | 5.5 | MUB:14.3%;MSFT:19.8%;HYG:20.8%;VOO:22.6%;XLF:22.6% | US:67.0;EU:13.9;APAC:11.9;EM:3.4;Other:3.9 | Value:-0.3;Growth:-0.4;Quality:+0.1;Size:-0.7;Momentum:+0.5;LowVol:-0.4 | NoDerivatives | 10 | 25 | 4 | trailing 7% | 209 | 24.3 | Bear | 28.2 | 3.31 | 2.2 | 214 | -115 | 5 | 80 | true | Hedge | Buy index puts 1% notional | 7 | -17 | BrokerA | VWAP | 90 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 31 | -40 | 109 | 5 | false | Within IPS guidelines |
P0429 | Hands-off | IRA | USD | 2025-04-22 | 530,038 | 47,956 | 482,082 | 1 | 66.6 | 26.3 | 0 | 7.2 | AMZN:29.1%;VTI:26.8%;IEF:29.1%;AAPL:15.1% | US:69.9;EU:6.3;APAC:13.2;EM:6.7;Other:3.9 | Value:-0.8;Growth:-0.3;Quality:-0.5;Size:+0.5;Momentum:-0.5;LowVol:0.0 | null | 6 | 30 | 3.8 | hard 10% | 136 | 12.2 | Volatile | 30.1 | 5.42 | 4.3 | 133 | -22 | 24 | 82 | true | Rebalance | Rebalance back to target bands | 30 | -11 | BrokerC | MKT | 87 | VAR>budget | Hedge | Risk above budget threshold | -20 | -40 | 23 | 4 | false | Tighten stops on momentum names |
P0430 | Active | IRA | USD | 2025-07-27 | 1,725,844 | 126,558 | 1,599,286 | 1 | 59.2 | 20.8 | 10.2 | 9.8 | AAPL:22.9%;MSFT:17.6%;VOO:22.9%;TLT:13.9%;HYG:22.9% | US:60.2;EU:20.0;APAC:12.8;EM:5.6;Other:1.4 | Value:-0.8;Growth:0.0;Quality:+1.0;Size:+0.4;Momentum:+0.6;LowVol:0.0 | MaxPos6% | 7 | 35 | 6 | hard 12% | 148 | 22 | Sideways | 16.1 | 4.18 | 2.1 | 107 | 36 | 53 | 57 | false | Buy | Add to core equity +1% | -1 | -16 | BrokerD | MKT | 88 | null | null | Normal monitoring | 0 | 16 | 76 | 4 | false | Tax-aware sells next window |
P0431 | Opportunistic | Roth | USD | 2025-06-15 | 1,475,569 | 114,813 | 1,360,756 | 1.21 | 72.5 | 14.6 | 5 | 7.9 | BND:25.3%;BRK.B:25.3%;VNQ:25.3%;AAPL:24.0% | US:70.4;EU:10.3;APAC:11.1;EM:5.8;Other:2.5 | Value:+0.7;Growth:-0.1;Quality:+0.2;Size:-0.1;Momentum:-0.5;LowVol:+1.0 | MaxPos7%;NoDerivatives | 10 | 25 | 4.2 | trailing 9% | 240 | 26.4 | Bull | 14.3 | 4.92 | 2.2 | 71 | 30 | 56 | 44 | false | Rebalance | Shift +1% to bonds from equity | 6 | 12 | BrokerA | LMT | 87 | null | null | Normal monitoring | 22 | 20 | 113 | 4 | false | Increase defensive factor exposure |
P0432 | Active | IRA | USD | 2025-07-02 | 2,047,040 | 172,406 | 1,874,634 | 1 | 51.6 | 27.4 | 13 | 8 | AMZN:33.3%;TSLA:33.3%;BND:33.3% | US:55.8;EU:19.0;APAC:8.5;EM:12.9;Other:3.8 | Value:-0.3;Growth:-0.7;Quality:+0.9;Size:-1.0;Momentum:-0.6;LowVol:+0.7 | MaxPos8%;NoDerivatives | 8 | 25 | 5.9 | trailing 9% | 229 | 27.6 | Sideways | 18.2 | 4.66 | 2.5 | 112 | -24 | 38 | 52 | false | Rebalance | Shift +1% to bonds from equity | 17 | -32 | BrokerD | VWAP | 91 | null | null | Normal monitoring | 14 | -22 | 12 | 3 | false | Within IPS guidelines |
P0433 | Hands-off | IRA | USD | 2025-12-18 | 230,828 | 21,728 | 209,100 | 1 | 57 | 18.6 | 17.3 | 7.1 | MSFT:33.3%;BND:33.3%;AAPL:33.3% | US:52.2;EU:19.9;APAC:12.3;EM:11.9;Other:3.8 | Value:+0.4;Growth:+0.3;Quality:+0.5;Size:-0.5;Momentum:-0.6;LowVol:-0.7 | ESGOnly;MaxPos7%;NoDerivatives | 5 | 25 | 4.8 | trailing 8% | 105 | 15.7 | Bull | 16.6 | 4.21 | 2.3 | 112 | 104 | 100 | 51 | true | Hedge | Buy index puts 1% notional | 31 | -14 | BrokerA | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -47 | -10 | 24 | 3 | false | Within IPS guidelines |
P0434 | Opportunistic | Trust | USD | 2025-01-16 | 1,052,847 | 94,642 | 958,205 | 1 | 76.2 | 11 | 4.7 | 8.1 | BND:12.0%;XLF:9.4%;MUB:22.2%;GLD:16.8%;TLT:18.7%;MSFT:20.9% | US:72.0;EU:13.6;APAC:5.5;EM:5.0;Other:3.8 | Value:+0.7;Growth:0.0;Quality:-0.7;Size:+0.9;Momentum:-0.6;LowVol:+0.8 | null | 10 | 30 | 5.5 | trailing 7% | 204 | 32.1 | Volatile | 24.3 | 4.48 | 2.5 | 173 | -44 | 33 | 80 | true | Rebalance | Rebalance back to target bands | 21 | -39 | BrokerD | LMT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -29 | -16 | -69 | 5 | false | Increase defensive factor exposure |
P0435 | Opportunistic | Trust | USD | 2024-08-25 | 1,149,350 | 37,913 | 1,111,437 | 1 | 71.1 | 17.1 | 6.4 | 5.4 | MSFT:21.4%;BRK.B:21.4%;TSLA:14.3%;BND:21.4%;XLF:21.4% | US:63.8;EU:8.1;APAC:13.3;EM:9.6;Other:5.2 | Value:+0.7;Growth:+0.1;Quality:-0.8;Size:+0.3;Momentum:-0.1;LowVol:-0.8 | MaxPos5% | 8 | 35 | 5.5 | trailing 9% | 259 | 33.2 | Volatile | 20.2 | 4.46 | 4 | 118 | 31 | 74 | 55 | false | Buy | Add to core equity +1% | -12 | -36 | BrokerD | MKT | 88 | null | null | Normal monitoring | 78 | -57 | 196 | 4 | false | Monitor dispersion and breadth |
P0436 | Active | 401k | USD | 2025-09-11 | 1,987,900 | 209,320 | 1,778,580 | 1 | 68 | 21.3 | 4.7 | 5.9 | XLF:5.8%;VOO:17.1%;TLT:18.4%;QQQ:20.7%;GLD:17.1%;VTI:20.7% | US:66.2;EU:14.4;APAC:8.4;EM:10.2;Other:0.7 | Value:+0.7;Growth:+0.9;Quality:+0.7;Size:-0.5;Momentum:0.0;LowVol:+0.1 | NoDerivatives | 6 | 25 | 5.2 | trailing 8% | 216 | 27.4 | Bear | 26.7 | 3.35 | 2.3 | 147 | -91 | 6 | 72 | true | Rebalance | Rebalance back to target bands | -5 | 9 | BrokerD | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 105 | -20 | 193 | 2 | false | Monitor dispersion and breadth |
P0437 | Hands-off | Roth | USD | 2025-01-09 | 262,900 | 11,014 | 251,886 | 1 | 72.6 | 16.7 | 5.1 | 5.5 | QQQ:33.3%;GLD:33.3%;TSLA:33.3% | US:69.9;EU:11.7;APAC:5.7;EM:8.3;Other:4.5 | Value:-0.3;Growth:-0.6;Quality:-0.3;Size:-0.2;Momentum:+0.6;LowVol:-0.7 | ESGOnly;NoDerivatives | 5 | 35 | 5.6 | trailing 8% | 150 | 17.5 | Bear | 27.5 | 3.66 | 1.6 | 133 | 0 | 54 | 70 | false | Rebalance | Shift +1% to bonds from equity | 5 | -28 | BrokerC | MKT | 88 | null | null | Normal monitoring | 95 | -27 | 170 | 5 | false | Tax-aware sells next window |
P0438 | Cautious | Trust | USD | 2025-12-05 | 872,912 | 83,219 | 789,693 | 1 | 41.7 | 31.4 | 10.2 | 16.7 | BND:18.0%;VTI:26.7%;VOO:27.7%;AMZN:27.7% | US:66.7;EU:11.4;APAC:13.0;EM:8.5;Other:0.3 | Value:+0.7;Growth:-0.7;Quality:+0.5;Size:-0.8;Momentum:+0.9;LowVol:+0.1 | MaxPos6%;NoMargin | 7 | 30 | 4.8 | trailing 8% | 120 | 15.7 | Bull | 17.1 | 3.87 | 3.4 | 82 | 92 | 100 | 43 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | -9 | BrokerB | LMT | 86 | VAR>budget | Hedge | Risk above budget threshold | -6 | -50 | 124 | 4 | false | Monitor dispersion and breadth |
P0439 | Cautious | Roth | USD | 2025-08-29 | 168,037 | 23,102 | 144,935 | 1 | 43.2 | 37.3 | 9.3 | 10.2 | VTI:23.2%;VNQ:24.1%;AAPL:24.1%;QQQ:18.3%;TLT:10.3% | US:64.7;EU:20.3;APAC:11.1;EM:3.6;Other:0.3 | Value:+0.5;Growth:-0.5;Quality:+0.5;Size:-0.9;Momentum:+1.0;LowVol:+0.8 | NoMargin | 8 | 35 | 4.7 | trailing 8% | 94 | 19.9 | Bull | 12.9 | 4.65 | 2.2 | 103 | 12 | 62 | 26 | false | Buy | Add to core equity +1% | 17 | -24 | BrokerB | VWAP | 90 | null | null | Normal monitoring | -30 | 19 | 94 | 3 | false | Increase defensive factor exposure |
P0440 | Hands-off | Taxable | USD | 2025-07-29 | 363,218 | 20,514 | 342,704 | 1 | 58.2 | 15.6 | 18.5 | 7.7 | HYG:23.1%;VOO:12.5%;TLT:23.1%;MUB:20.0%;AMZN:21.4% | US:61.9;EU:19.3;APAC:8.3;EM:10.4;Other:0.1 | Value:-0.8;Growth:-0.1;Quality:+0.1;Size:-0.5;Momentum:-0.6;LowVol:+0.4 | ESGOnly;MaxPos7% | 7 | 35 | 5.7 | trailing 10% | 145 | 15 | Sideways | 14.6 | 3.86 | 2.8 | 122 | 22 | 60 | 35 | false | Rebalance | Shift +1% to bonds from equity | -4 | 9 | BrokerA | LMT | 91 | null | null | Normal monitoring | 28 | -19 | 136 | 5 | false | Tighten stops on momentum names |
P0441 | Hands-off | 401k | USD | 2024-07-09 | 771,770 | 63,307 | 708,463 | 1 | 62.8 | 29.2 | 0 | 8 | AAPL:24.0%;VOO:24.0%;VTI:24.0%;TLT:11.1%;GLD:16.9% | US:73.7;EU:9.7;APAC:7.3;EM:4.0;Other:5.3 | Value:-0.1;Growth:+0.2;Quality:-0.9;Size:+0.9;Momentum:+0.3;LowVol:-0.5 | MaxPos8% | 6 | 25 | 3.9 | trailing 10% | 163 | 16.2 | Volatile | 26.5 | 5.1 | 2.3 | 132 | 13 | 50 | 74 | true | Rebalance | Rebalance back to target bands | 10 | -33 | BrokerB | LMT | 100 | VAR>budget | TightenStops | Risk above budget threshold | 104 | -43 | 114 | 4 | false | Within IPS guidelines |
P0442 | Cautious | Roth | USD | 2024-11-08 | 783,898 | 66,180 | 717,718 | 1 | 40.6 | 38.6 | 8.3 | 12.5 | XLF:33.6%;HYG:33.6%;TLT:32.7% | US:72.7;EU:9.0;APAC:8.9;EM:8.0;Other:1.4 | Value:+0.8;Growth:-0.7;Quality:+0.1;Size:-0.1;Momentum:+0.3;LowVol:-0.9 | ESGOnly;NoMargin | 6 | 25 | 5.4 | hard 10% | 99 | 16.6 | Sideways | 16.9 | 4.45 | 2.4 | 109 | 15 | 46 | 30 | false | Sell | Trim extended winner -1% | 15 | -35 | BrokerA | VWAP | 86 | null | null | Normal monitoring | 113 | -24 | 226 | 3 | false | Within IPS guidelines |
P0443 | Systematic | Taxable | USD | 2025-06-13 | 551,954 | 36,739 | 515,215 | 1 | 65.1 | 27.6 | 0 | 7.3 | GLD:25.0%;IEF:25.0%;MUB:25.0%;AMZN:25.0% | US:74.0;EU:9.6;APAC:7.7;EM:7.5;Other:1.3 | Value:-0.9;Growth:+0.7;Quality:0.0;Size:-0.4;Momentum:+0.2;LowVol:+0.7 | null | 5 | 35 | 5 | trailing 9% | 230 | 24.4 | Bull | 11.2 | 3.73 | 2.5 | 74 | 1 | 61 | 49 | false | Buy | Add to core equity +1% | 3 | 13 | BrokerA | MKT | 100 | null | null | Normal monitoring | 57 | -38 | 106 | 4 | false | Monitor dispersion and breadth |
P0444 | Hands-off | IRA | USD | 2024-12-16 | 658,295 | 53,156 | 605,139 | 1 | 71.1 | 17.1 | 4.6 | 7.1 | MSFT:21.0%;IEF:22.1%;VTI:28.4%;QQQ:28.4% | US:67.8;EU:18.0;APAC:6.8;EM:3.9;Other:3.6 | Value:-0.3;Growth:-0.8;Quality:-0.0;Size:+0.1;Momentum:+0.4;LowVol:+0.4 | ESGOnly | 8 | 35 | 3.6 | hard 10% | 167 | 14 | Bull | 14.6 | 4.27 | 2.1 | 92 | 78 | 77 | 58 | false | Sell | Trim extended winner -1% | 35 | -17 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 106 | -46 | 118 | 4 | false | Monitor dispersion and breadth |
P0445 | Systematic | Trust | USD | 2025-01-13 | 829,020 | 61,723 | 767,297 | 1 | 65.3 | 26.7 | 0 | 7.9 | AAPL:21.7%;TSLA:21.4%;VOO:21.7%;GLD:10.1%;IEF:9.4%;BND:15.7% | US:67.8;EU:11.2;APAC:9.4;EM:8.0;Other:3.5 | Value:+0.9;Growth:-0.1;Quality:-0.0;Size:+0.7;Momentum:+0.7;LowVol:-0.4 | MaxPos6% | 10 | 25 | 4.7 | hard 12% | 198 | 20.8 | Volatile | 31 | 5.22 | 2.3 | 165 | -47 | 28 | 88 | true | Rebalance | Rebalance back to target bands | -15 | -36 | BrokerC | LMT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -30 | -59 | -68 | 3 | false | Increase defensive factor exposure |
P0446 | Hands-off | Roth | USD | 2024-10-28 | 335,207 | 24,376 | 310,831 | 1 | 70.9 | 16 | 4 | 9.2 | QQQ:29.7%;AMZN:35.1%;VNQ:35.1% | US:68.8;EU:13.6;APAC:11.9;EM:3.6;Other:2.1 | Value:-0.4;Growth:+0.5;Quality:-0.9;Size:+0.8;Momentum:+0.8;LowVol:+0.3 | ESGOnly;NoDerivatives | 6 | 25 | 5.3 | hard 10% | 119 | 18.2 | Volatile | 21.3 | 5.1 | 3.4 | 139 | 10 | 47 | 71 | true | Rebalance | Rebalance back to target bands | 7 | -2 | BrokerC | MKT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -23 | 17 | 95 | 3 | false | Within IPS guidelines |
P0447 | Hands-off | IRA | USD | 2025-06-24 | 183,102 | 16,361 | 166,741 | 1 | 71 | 18.2 | 3.6 | 7.2 | HYG:26.7%;BND:36.6%;BRK.B:36.6% | US:63.5;EU:13.2;APAC:7.2;EM:14.6;Other:1.4 | Value:-0.9;Growth:-0.3;Quality:+0.8;Size:+0.2;Momentum:-0.8;LowVol:-0.3 | MaxPos6% | 8 | 35 | 3.7 | trailing 10% | 142 | 17 | Bull | 11.9 | 4.29 | 3.4 | 119 | 31 | 72 | 55 | false | Rebalance | Shift +1% to bonds from equity | 19 | -22 | BrokerD | MKT | 87 | null | null | Normal monitoring | -38 | -1 | 46 | 5 | false | Tighten stops on momentum names |
P0448 | Opportunistic | Trust | USD | 2025-09-30 | 1,664,158 | 137,584 | 1,526,574 | 1 | 71.2 | 18.3 | 3 | 7.4 | BND:17.5%;VNQ:10.8%;TLT:20.4%;GLD:16.6%;VOO:23.1%;HYG:11.7% | US:64.8;EU:16.5;APAC:11.6;EM:6.6;Other:0.5 | Value:+0.5;Growth:-0.7;Quality:-0.4;Size:-0.5;Momentum:+0.3;LowVol:-0.2 | null | 8 | 25 | 5.7 | trailing 9% | 238 | 26 | Bull | 17.3 | 3.77 | 3 | 97 | 95 | 100 | 62 | false | Rebalance | Shift +1% to bonds from equity | 33 | 12 | BrokerB | LMT | 95 | null | null | Normal monitoring | 32 | -50 | 172 | 4 | false | Tax-aware sells next window |
P0449 | Hands-off | Taxable | USD | 2025-04-16 | 869,205 | 61,693 | 807,512 | 1 | 74.6 | 19.7 | 0 | 5.8 | BND:33.3%;GLD:33.3%;AMZN:33.3% | US:65.7;EU:15.1;APAC:13.6;EM:3.6;Other:2.0 | Value:+0.9;Growth:+0.9;Quality:0.0;Size:-0.5;Momentum:+0.7;LowVol:+0.5 | null | 10 | 30 | 4.5 | trailing 10% | 138 | 12.8 | Bear | 34 | 4.16 | 1.3 | 179 | 23 | 64 | 97 | true | Hedge | Buy index puts 1% notional | 28 | 10 | BrokerB | MKT | 93 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 116 | -27 | 77 | 4 | false | Tighten stops on momentum names |
P0450 | Hands-off | IRA | USD | 2025-05-24 | 198,507 | 13,579 | 184,928 | 1 | 64.3 | 28.5 | 0 | 7.2 | VNQ:18.5%;GLD:27.2%;AMZN:27.2%;AAPL:27.2% | US:64.2;EU:11.5;APAC:14.8;EM:4.5;Other:5.0 | Value:-0.8;Growth:-0.4;Quality:+0.2;Size:-0.6;Momentum:+0.4;LowVol:-0.2 | NoDerivatives | 7 | 30 | 3.6 | trailing 8% | 93 | 13.2 | Sideways | 16.7 | 4.57 | 2.9 | 123 | 28 | 50 | 56 | false | Sell | Trim extended winner -1% | -4 | -5 | BrokerD | VWAP | 86 | null | null | Normal monitoring | 62 | 16 | 97 | 4 | false | Increase defensive factor exposure |
P0451 | Hands-off | Taxable | USD | 2025-05-08 | 853,863 | 72,491 | 781,372 | 1 | 69.9 | 23.9 | 0 | 6.1 | MUB:21.0%;AAPL:26.3%;TLT:26.3%;MSFT:26.3% | US:65.7;EU:17.0;APAC:5.1;EM:9.1;Other:3.0 | Value:-0.9;Growth:-0.4;Quality:+0.7;Size:+1.0;Momentum:+0.7;LowVol:+0.6 | ESGOnly;MaxPos8% | 6 | 25 | 4.5 | trailing 8% | 133 | 19.5 | Bull | 13.5 | 4.69 | 3.3 | 97 | 18 | 53 | 42 | true | Hedge | Buy index puts 1% notional | 15 | -10 | BrokerA | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | 56 | 18 | 132 | 5 | false | Tighten stops on momentum names |
P0452 | Cautious | 401k | USD | 2024-11-30 | 610,983 | 66,836 | 544,147 | 1 | 42.9 | 42.1 | 0 | 15.1 | MUB:14.7%;BRK.B:21.3%;MSFT:7.5%;VNQ:18.1%;AMZN:17.1%;AAPL:21.3% | US:70.1;EU:14.1;APAC:8.9;EM:3.5;Other:3.4 | Value:+0.7;Growth:+0.3;Quality:+0.9;Size:-0.1;Momentum:0.0;LowVol:+0.8 | MaxPos8%;NoMargin | 6 | 30 | 5.6 | trailing 8% | 100 | 16.9 | Volatile | 26.1 | 3.51 | 2.3 | 160 | 35 | 66 | 59 | false | Buy | Add to core equity +1% | 13 | 5 | BrokerD | MKT | 92 | null | null | Normal monitoring | -24 | -14 | -59 | 3 | false | Monitor dispersion and breadth |
P0453 | Active | Roth | USD | 2024-11-19 | 1,691,071 | 188,353 | 1,502,718 | 1 | 51.4 | 19.4 | 21.3 | 7.9 | MSFT:33.3%;QQQ:33.3%;VOO:33.3% | US:65.7;EU:19.7;APAC:5.3;EM:7.6;Other:1.6 | Value:-0.1;Growth:+0.6;Quality:-0.8;Size:+0.6;Momentum:+0.8;LowVol:-0.0 | NoDerivatives | 8 | 25 | 5.4 | trailing 9% | 229 | 25.6 | Volatile | 28.1 | 4.05 | 4.2 | 133 | 3 | 63 | 70 | false | Rebalance | Shift +1% to bonds from equity | 22 | -14 | BrokerA | VWAP | 86 | null | null | Normal monitoring | 5 | -36 | 140 | 5 | false | Tax-aware sells next window |
P0454 | Systematic | 401k | USD | 2024-08-24 | 1,584,098 | 153,079 | 1,431,019 | 1 | 66.5 | 28.4 | 0 | 5.1 | VOO:22.0%;IEF:16.0%;AMZN:31.0%;XLF:31.0% | US:67.8;EU:12.1;APAC:10.4;EM:9.5;Other:0.4 | Value:-0.9;Growth:-0.9;Quality:+0.2;Size:0.0;Momentum:+0.4;LowVol:-0.2 | null | 8 | 30 | 5.4 | trailing 8% | 139 | 19.2 | Sideways | 15.5 | 4.52 | 2.8 | 110 | 12 | 70 | 47 | false | Rebalance | Shift +1% to bonds from equity | 25 | -26 | BrokerD | LMT | 87 | null | null | Normal monitoring | 30 | 13 | 27 | 5 | false | Within IPS guidelines |
P0455 | Active | Roth | USD | 2025-03-21 | 1,021,359 | 63,861 | 957,498 | 1 | 57.9 | 18.8 | 16.1 | 7.3 | BND:33.3%;QQQ:33.3%;VTI:33.3% | US:56.9;EU:16.7;APAC:15.2;EM:7.4;Other:3.7 | Value:-0.8;Growth:+0.9;Quality:-0.6;Size:-0.2;Momentum:-0.0;LowVol:-0.7 | NoDerivatives | 10 | 35 | 5.7 | hard 12% | 131 | 23.5 | Sideways | 14.1 | 3.79 | 3.4 | 124 | 46 | 60 | 39 | false | Sell | Trim extended winner -1% | -1 | -25 | BrokerD | LMT | 86 | null | null | Normal monitoring | 97 | 5 | 57 | 3 | false | Within IPS guidelines |
P0456 | Opportunistic | Taxable | USD | 2025-07-05 | 1,298,784 | 45,739 | 1,253,045 | 1 | 66.8 | 13.1 | 15.5 | 4.7 | VTI:28.2%;BND:28.2%;GLD:15.3%;VOO:28.2% | US:63.8;EU:8.7;APAC:11.6;EM:12.5;Other:3.4 | Value:+0.4;Growth:+0.4;Quality:-0.4;Size:-0.4;Momentum:+0.4;LowVol:+0.3 | MaxPos6% | 7 | 30 | 6 | trailing 7% | 176 | 27.5 | Bull | 15.5 | 3.68 | 2.2 | 84 | 33 | 56 | 51 | false | Buy | Add to core equity +1% | 11 | 6 | BrokerD | MKT | 94 | null | null | Normal monitoring | -16 | -33 | -6 | 3 | false | Tax-aware sells next window |
P0457 | Opportunistic | Trust | USD | 2024-07-21 | 865,267 | 34,916 | 830,351 | 1 | 71.2 | 16.2 | 8 | 4.7 | BRK.B:18.3%;VTI:27.7%;MUB:26.2%;MSFT:27.7% | US:66.7;EU:5.9;APAC:16.7;EM:9.2;Other:1.5 | Value:-0.4;Growth:-0.1;Quality:+0.3;Size:-0.9;Momentum:+1.0;LowVol:-0.7 | null | 8 | 30 | 4.4 | trailing 7% | 252 | 33.1 | Volatile | 29.3 | 4.68 | 3.4 | 148 | 4 | 40 | 89 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | 11 | BrokerC | LMT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 120 | -54 | 170 | 3 | false | Within IPS guidelines |
P0458 | Hands-off | 401k | USD | 2025-06-07 | 249,262 | 18,176 | 231,086 | 1 | 59.8 | 23.2 | 9.5 | 7.5 | AAPL:33.3%;HYG:33.3%;QQQ:33.3% | US:64.7;EU:12.7;APAC:11.5;EM:9.1;Other:2.0 | Value:-0.6;Growth:+0.8;Quality:+0.4;Size:-0.3;Momentum:-0.5;LowVol:+0.3 | null | 7 | 35 | 5.2 | trailing 10% | 99 | 17.5 | Bear | 29.2 | 4.02 | 1.8 | 205 | 36 | 69 | 73 | true | Rebalance | Rebalance back to target bands | -2 | 5 | BrokerD | MKT | 90 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -39 | -28 | -12 | 5 | false | Within IPS guidelines |
P0459 | Opportunistic | Roth | USD | 2025-09-28 | 1,727,361 | 82,353 | 1,645,008 | 1 | 60.9 | 15.2 | 17.1 | 6.8 | IEF:20.0%;BND:15.6%;QQQ:22.8%;MSFT:18.9%;MUB:22.8% | US:64.1;EU:12.4;APAC:12.9;EM:6.2;Other:4.4 | Value:-0.1;Growth:-0.3;Quality:+0.2;Size:+0.9;Momentum:+0.9;LowVol:-0.1 | MaxPos8% | 5 | 35 | 4.7 | trailing 7% | 213 | 23.3 | Bear | 24.5 | 4.12 | 2.8 | 199 | -48 | 23 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | 12 | BrokerA | MKT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 54 | -6 | 127 | 4 | true | Increase defensive factor exposure |
P0460 | Opportunistic | IRA | USD | 2025-06-15 | 1,789,419 | 77,901 | 1,711,518 | 1.16 | 64.2 | 18.4 | 9 | 8.4 | AAPL:35.3%;VOO:29.4%;QQQ:35.3% | US:72.5;EU:11.2;APAC:12.5;EM:3.5;Other:0.3 | Value:-0.6;Growth:+0.7;Quality:+0.4;Size:-0.8;Momentum:-0.5;LowVol:-1.0 | MaxPos7% | 8 | 25 | 4.9 | trailing 9% | 166 | 29.9 | Bear | 22.3 | 3.79 | 3 | 151 | -53 | 30 | 71 | true | Rebalance | Rebalance back to target bands | -6 | -21 | BrokerA | LMT | 100 | VAR>budget | TightenStops | Risk above budget threshold | 11 | -46 | 41 | 4 | false | Monitor dispersion and breadth |
P0461 | Active | Roth | USD | 2025-05-28 | 1,962,499 | 205,853 | 1,756,646 | 1 | 66.6 | 23.5 | 0 | 9.9 | IEF:19.3%;MUB:20.2%;VOO:17.7%;MSFT:21.4%;GLD:21.4% | US:62.1;EU:12.9;APAC:12.0;EM:9.1;Other:3.9 | Value:+0.2;Growth:-1.0;Quality:+0.6;Size:+0.1;Momentum:-0.3;LowVol:-0.0 | null | 5 | 30 | 4.6 | trailing 8% | 194 | 16.8 | Bull | 13.8 | 3.8 | 3 | 106 | 51 | 64 | 46 | true | Hedge | Buy index puts 1% notional | 25 | -29 | BrokerB | LMT | 98 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -59 | -28 | 24 | 4 | false | Increase defensive factor exposure |
P0462 | Opportunistic | Roth | USD | 2025-07-27 | 1,222,363 | 74,888 | 1,147,475 | 1.2 | 63.4 | 13.8 | 18.6 | 4.2 | HYG:33.3%;VOO:33.3%;BND:33.3% | US:59.9;EU:11.8;APAC:16.8;EM:6.5;Other:4.9 | Value:+0.1;Growth:+0.2;Quality:-0.1;Size:+0.2;Momentum:+0.1;LowVol:+0.6 | NoDerivatives | 8 | 35 | 6.1 | trailing 9% | 184 | 20.1 | Bear | 23.6 | 3.24 | 1.8 | 156 | -79 | 9 | 61 | false | Rebalance | Shift +1% to bonds from equity | 30 | -18 | BrokerC | LMT | 95 | null | null | Normal monitoring | 65 | -11 | 189 | 5 | false | Within IPS guidelines |
P0463 | Systematic | IRA | USD | 2024-12-13 | 691,440 | 55,674 | 635,766 | 1 | 63.1 | 25 | 6 | 6 | BRK.B:8.4%;MUB:19.9%;AAPL:20.4%;VTI:21.0%;TLT:17.5%;BND:12.8% | US:65.0;EU:8.9;APAC:12.4;EM:9.7;Other:4.0 | Value:+0.5;Growth:+0.3;Quality:+0.6;Size:+0.4;Momentum:+0.7;LowVol:-0.1 | MaxPos8%;NoDerivatives | 7 | 25 | 4.4 | trailing 8% | 211 | 26.7 | Bull | 16.3 | 4.67 | 3.3 | 74 | 41 | 70 | 46 | false | Buy | Add to core equity +1% | 26 | -3 | BrokerB | MKT | 96 | null | null | Normal monitoring | 19 | -23 | 148 | 5 | false | Monitor dispersion and breadth |
P0464 | Opportunistic | Roth | USD | 2025-05-22 | 1,731,781 | 93,518 | 1,638,263 | 1.08 | 60.7 | 16.7 | 14.7 | 7.9 | AAPL:26.0%;TLT:26.0%;IEF:22.0%;VOO:26.0% | US:66.0;EU:11.5;APAC:11.7;EM:8.1;Other:2.7 | Value:+0.4;Growth:+0.2;Quality:-0.8;Size:-0.6;Momentum:0.0;LowVol:-0.3 | null | 8 | 35 | 5.8 | trailing 9% | 253 | 34.9 | Volatile | 29.5 | 5.46 | 4.4 | 174 | 63 | 92 | 73 | true | Hedge | Buy index puts 1% notional | 21 | 0 | BrokerD | MKT | 88 | VAR>budget | Reduce | Risk above budget threshold | -1 | -44 | 108 | 3 | false | Tax-aware sells next window |
P0465 | Systematic | Roth | USD | 2025-12-23 | 957,621 | 78,925 | 878,696 | 1 | 60.6 | 30.3 | 0 | 9 | AMZN:7.4%;QQQ:21.4%;VOO:18.9%;VNQ:17.4%;VTI:21.4%;TLT:13.3% | US:64.4;EU:17.9;APAC:10.0;EM:3.1;Other:4.6 | Value:+0.2;Growth:-0.1;Quality:+0.2;Size:-0.9;Momentum:-0.5;LowVol:+0.9 | null | 6 | 35 | 4.1 | trailing 9% | 202 | 27.7 | Sideways | 19.3 | 4.36 | 2.6 | 116 | 28 | 61 | 57 | true | Hedge | Buy index puts 1% notional | 6 | -20 | BrokerA | VWAP | 90 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 103 | -32 | 170 | 5 | false | Within IPS guidelines |
P0466 | Cautious | Trust | USD | 2025-04-24 | 572,131 | 85,696 | 486,435 | 1 | 39.4 | 32.3 | 12.3 | 16 | IEF:14.6%;TSLA:22.0%;TLT:19.4%;GLD:22.0%;VNQ:22.0% | US:55.2;EU:18.5;APAC:10.8;EM:12.2;Other:3.4 | Value:-1.0;Growth:+0.7;Quality:-0.9;Size:-0.3;Momentum:-0.8;LowVol:+0.5 | NoMargin | 5 | 25 | 3.3 | trailing 8% | 90 | 15.3 | Volatile | 20.7 | 5.13 | 3.7 | 165 | 15 | 72 | 40 | false | Rebalance | Shift +1% to bonds from equity | 24 | 15 | BrokerD | LMT | 97 | null | null | Normal monitoring | 64 | -56 | 198 | 3 | false | Increase defensive factor exposure |
P0467 | Cautious | 401k | USD | 2024-07-23 | 705,716 | 78,927 | 626,789 | 1 | 53.9 | 34.5 | 0.3 | 11.2 | MUB:21.5%;VNQ:21.6%;HYG:19.2%;GLD:16.1%;IEF:21.6% | US:72.9;EU:9.1;APAC:11.7;EM:4.2;Other:2.0 | Value:-0.1;Growth:-0.2;Quality:-0.8;Size:-0.3;Momentum:-0.9;LowVol:+0.3 | NoMargin | 5 | 25 | 4.6 | trailing 8% | 121 | 17.9 | Volatile | 20.1 | 5.39 | 2.4 | 143 | 8 | 47 | 48 | false | Buy | Add to core equity +1% | 12 | 6 | BrokerB | LMT | 98 | null | null | Normal monitoring | 73 | 3 | 166 | 3 | false | Tighten stops on momentum names |
P0468 | Systematic | Roth | USD | 2024-08-25 | 967,156 | 41,845 | 925,311 | 1 | 66.5 | 24.5 | 3.9 | 5.1 | BRK.B:33.3%;MSFT:33.3%;XLF:33.3% | US:69.8;EU:10.6;APAC:5.5;EM:11.2;Other:2.9 | Value:-0.4;Growth:-0.1;Quality:-0.3;Size:+0.8;Momentum:-0.8;LowVol:+0.9 | MaxPos5% | 5 | 25 | 4.7 | hard 12% | 179 | 18.6 | Bear | 33.4 | 3.63 | 2.8 | 139 | -86 | 11 | 91 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -38 | BrokerD | LMT | 97 | VAR>budget | Hedge | Risk above budget threshold | -19 | -18 | -42 | 2 | false | Tighten stops on momentum names |
P0469 | Opportunistic | IRA | USD | 2025-05-22 | 1,448,278 | 69,101 | 1,379,177 | 1.15 | 72.6 | 12.8 | 6.3 | 8.4 | TSLA:12.9%;VOO:23.9%;VNQ:13.5%;AAPL:23.9%;MUB:8.7%;IEF:17.0% | US:62.5;EU:14.3;APAC:16.0;EM:5.2;Other:2.1 | Value:+0.8;Growth:+0.6;Quality:+0.3;Size:+0.7;Momentum:-0.3;LowVol:-0.8 | null | 10 | 35 | 4.7 | trailing 7% | 180 | 32.3 | Bull | 17.9 | 3.72 | 2.7 | 114 | 41 | 79 | 68 | false | Sell | Trim extended winner -1% | 0 | -29 | BrokerD | LMT | 89 | null | null | Normal monitoring | 39 | -18 | 47 | 3 | false | Monitor dispersion and breadth |
P0470 | Active | Trust | USD | 2025-04-23 | 1,517,785 | 118,724 | 1,399,061 | 1 | 62 | 29 | 0 | 9 | AMZN:9.6%;TSLA:17.7%;TLT:24.2%;XLF:24.2%;VNQ:24.2% | US:59.7;EU:12.3;APAC:14.0;EM:11.4;Other:2.6 | Value:-0.6;Growth:-0.2;Quality:+0.4;Size:+0.8;Momentum:+0.4;LowVol:-0.3 | null | 7 | 25 | 5.7 | trailing 8% | 133 | 19.1 | Volatile | 30.2 | 3.98 | 4.2 | 180 | -44 | 37 | 86 | true | Hedge | Buy index puts 1% notional | -6 | -12 | BrokerD | LMT | 100 | VAR>budget | Reduce | Risk above budget threshold | -24 | -47 | -59 | 4 | false | Increase defensive factor exposure |
P0471 | Systematic | Roth | USD | 2024-09-16 | 670,254 | 32,781 | 637,473 | 1 | 59.1 | 31.8 | 0 | 9.1 | MSFT:24.0%;VTI:24.0%;AMZN:12.5%;BND:22.4%;TLT:17.0% | US:77.1;EU:6.5;APAC:9.2;EM:4.9;Other:2.3 | Value:+0.1;Growth:-0.9;Quality:-0.6;Size:-0.3;Momentum:+0.6;LowVol:+0.2 | null | 6 | 35 | 5.1 | trailing 8% | 213 | 24.9 | Volatile | 27.2 | 4.19 | 4.3 | 146 | 31 | 72 | 62 | false | Buy | Add to core equity +1% | 21 | -28 | BrokerB | LMT | 98 | null | null | Normal monitoring | -31 | -21 | 16 | 3 | false | Tighten stops on momentum names |
P0472 | Opportunistic | IRA | USD | 2025-08-10 | 1,510,340 | 82,526 | 1,427,814 | 1 | 64.8 | 21.2 | 6.7 | 7.3 | VNQ:25.8%;VOO:22.6%;TSLA:25.8%;QQQ:25.8% | US:76.8;EU:8.7;APAC:5.7;EM:5.4;Other:3.4 | Value:-0.1;Growth:+0.6;Quality:-0.9;Size:-0.9;Momentum:-0.1;LowVol:-0.0 | MaxPos6% | 7 | 35 | 4.3 | trailing 7% | 262 | 21.1 | Volatile | 28 | 5.07 | 3.9 | 142 | 61 | 86 | 82 | true | Hedge | Buy index puts 1% notional | 25 | 0 | BrokerD | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 27 | -58 | 17 | 2 | false | Within IPS guidelines |
P0473 | Systematic | Trust | USD | 2025-12-24 | 1,010,645 | 86,724 | 923,921 | 1 | 68.1 | 24.1 | 0 | 7.8 | AAPL:30.8%;VOO:30.8%;GLD:20.9%;VTI:17.4% | US:78.3;EU:6.5;APAC:8.2;EM:3.9;Other:3.1 | Value:+0.7;Growth:+0.6;Quality:+0.9;Size:+0.4;Momentum:-0.8;LowVol:+0.3 | NoDerivatives | 5 | 30 | 4.2 | hard 12% | 190 | 19.3 | Bear | 30.7 | 4.01 | 2.4 | 206 | 28 | 52 | 79 | true | Rebalance | Rebalance back to target bands | 2 | -26 | BrokerC | VWAP | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 108 | -49 | 119 | 3 | false | Tighten stops on momentum names |
P0474 | Systematic | Roth | USD | 2025-09-30 | 1,762,446 | 105,873 | 1,656,573 | 1 | 62.2 | 23.6 | 7 | 7.2 | TLT:9.6%;AMZN:19.2%;IEF:19.1%;VNQ:16.3%;BND:18.9%;BRK.B:16.8% | US:62.7;EU:12.3;APAC:14.3;EM:8.8;Other:2.0 | Value:+0.4;Growth:+0.8;Quality:+0.6;Size:-0.5;Momentum:+1.0;LowVol:+0.5 | MaxPos6% | 8 | 35 | 4.3 | trailing 8% | 126 | 20.5 | Bull | 11.9 | 4.97 | 3.1 | 81 | 28 | 49 | 39 | false | Buy | Add to core equity +1% | 23 | 1 | BrokerD | VWAP | 100 | null | null | Normal monitoring | -23 | -60 | 17 | 3 | false | Monitor dispersion and breadth |
P0475 | Active | IRA | USD | 2024-08-21 | 2,437,919 | 258,632 | 2,179,287 | 1 | 65.7 | 20.9 | 5.8 | 7.5 | XLF:33.3%;VTI:33.3%;QQQ:33.3% | US:59.7;EU:21.0;APAC:6.7;EM:9.2;Other:3.3 | Value:+0.3;Growth:0.0;Quality:-0.5;Size:-0.7;Momentum:-0.9;LowVol:-0.4 | null | 10 | 30 | 4.8 | trailing 8% | 148 | 25.5 | Bull | 14.9 | 4.42 | 2 | 113 | 79 | 100 | 51 | false | Rebalance | Shift +1% to bonds from equity | 23 | -27 | BrokerA | LMT | 85 | null | null | Normal monitoring | 104 | 0 | 192 | 3 | false | Tighten stops on momentum names |
P0476 | Opportunistic | 401k | USD | 2025-03-18 | 1,292,929 | 100,979 | 1,191,950 | 1 | 66.5 | 21.9 | 4.3 | 7.3 | MSFT:24.0%;AMZN:25.3%;AAPL:25.3%;BRK.B:25.3% | US:70.6;EU:14.8;APAC:5.6;EM:6.9;Other:2.1 | Value:-0.1;Growth:+0.5;Quality:+0.9;Size:+0.3;Momentum:-0.5;LowVol:+0.3 | MaxPos5% | 8 | 25 | 5.2 | trailing 7% | 174 | 31.7 | Sideways | 14.5 | 4.13 | 3.5 | 123 | 49 | 81 | 52 | false | Sell | Trim extended winner -1% | 14 | -32 | BrokerA | MKT | 95 | null | null | Normal monitoring | 71 | -52 | 206 | 4 | false | Tighten stops on momentum names |
P0477 | Cautious | Roth | USD | 2024-08-30 | 548,892 | 48,423 | 500,469 | 1 | 47 | 38.8 | 1.4 | 12.9 | TSLA:17.7%;VNQ:8.2%;IEF:15.4%;HYG:17.8%;MSFT:21.1%;BRK.B:19.8% | US:57.3;EU:18.0;APAC:16.4;EM:4.8;Other:3.5 | Value:-0.1;Growth:+0.5;Quality:-0.3;Size:-0.4;Momentum:0.0;LowVol:-0.0 | MaxPos8%;NoDerivatives;NoMargin | 7 | 30 | 5.6 | trailing 8% | 104 | 14.9 | Bull | 11.2 | 4.65 | 2.6 | 92 | 6 | 59 | 30 | false | Rebalance | Shift +1% to bonds from equity | -10 | -35 | BrokerC | MKT | 93 | null | null | Normal monitoring | 24 | 7 | 38 | 4 | false | Monitor dispersion and breadth |
P0478 | Systematic | Trust | USD | 2025-07-28 | 1,725,697 | 170,825 | 1,554,872 | 1 | 63.2 | 27.6 | 0 | 9.2 | GLD:21.4%;HYG:6.7%;IEF:21.8%;BRK.B:18.4%;MSFT:9.8%;AMZN:21.8% | US:65.4;EU:14.1;APAC:5.3;EM:10.2;Other:4.9 | Value:+0.3;Growth:+0.6;Quality:+0.6;Size:-0.0;Momentum:-0.7;LowVol:-0.1 | MaxPos5% | 8 | 30 | 4.9 | hard 12% | 191 | 27.8 | Bull | 14.2 | 3.74 | 2.8 | 100 | 93 | 87 | 56 | false | Sell | Trim extended winner -1% | 1 | 8 | BrokerB | LMT | 93 | null | null | Normal monitoring | 79 | 13 | 152 | 4 | false | Increase defensive factor exposure |
P0479 | Cautious | Roth | USD | 2024-10-01 | 631,573 | 59,170 | 572,403 | 1 | 52.8 | 32.2 | 0 | 15 | BRK.B:37.7%;BND:37.7%;VTI:24.5% | US:70.5;EU:10.2;APAC:8.1;EM:9.8;Other:1.3 | Value:-0.1;Growth:-0.9;Quality:0.0;Size:-0.5;Momentum:+0.3;LowVol:+0.1 | NoMargin | 6 | 30 | 4.8 | hard 10% | 138 | 17.9 | Volatile | 27.1 | 4.29 | 2.2 | 128 | 8 | 55 | 71 | true | Hedge | Buy index puts 1% notional | 12 | -2 | BrokerD | MKT | 89 | VAR>budget | Hedge | Risk above budget threshold | -11 | -54 | 44 | 4 | false | Tax-aware sells next window |
P0480 | Active | Trust | USD | 2025-12-11 | 1,328,341 | 116,596 | 1,211,745 | 1 | 65.4 | 24.5 | 3 | 7 | TLT:28.1%;GLD:15.6%;IEF:28.1%;BRK.B:28.1% | US:71.2;EU:6.8;APAC:6.8;EM:11.6;Other:3.7 | Value:-0.5;Growth:-0.4;Quality:+0.6;Size:-0.2;Momentum:-0.3;LowVol:-0.9 | null | 8 | 35 | 4.9 | hard 12% | 189 | 18.5 | Volatile | 26.2 | 3.56 | 2.8 | 141 | 15 | 60 | 65 | false | Hedge | Add TLT +1% as duration hedge | 20 | -12 | BrokerA | MKT | 86 | null | null | Normal monitoring | 95 | -35 | 225 | 5 | false | Within IPS guidelines |
P0481 | Systematic | IRA | USD | 2025-05-07 | 1,063,363 | 51,900 | 1,011,463 | 1 | 67.3 | 25.1 | 1.7 | 5.8 | GLD:33.2%;VOO:33.4%;VNQ:33.4% | US:70.6;EU:10.9;APAC:5.4;EM:9.0;Other:4.1 | Value:+0.4;Growth:+0.1;Quality:+0.7;Size:-0.8;Momentum:-0.8;LowVol:+1.0 | NoDerivatives | 5 | 25 | 4.7 | trailing 8% | 173 | 20.5 | Bear | 22.9 | 3.23 | 1.9 | 199 | 1 | 44 | 62 | false | NoAction | Within bands; monitor | -6 | 0 | BrokerD | MKT | 0 | null | null | Normal monitoring | 107 | -48 | 237 | 5 | false | Increase defensive factor exposure |
P0482 | Active | Taxable | USD | 2025-11-01 | 1,391,456 | 88,235 | 1,303,221 | 1 | 50.1 | 20.9 | 20.2 | 8.9 | QQQ:33.3%;VTI:33.3%;AAPL:33.3% | US:58.7;EU:16.7;APAC:13.1;EM:6.7;Other:4.8 | Value:-1.0;Growth:-0.9;Quality:-0.3;Size:+0.6;Momentum:-0.8;LowVol:-0.0 | null | 6 | 30 | 4.1 | trailing 8% | 144 | 24.4 | Bull | 15.3 | 4.43 | 2.7 | 79 | 19 | 62 | 42 | false | Hedge | Add TLT +1% as duration hedge | 3 | -31 | BrokerC | LMT | 99 | null | null | Normal monitoring | 76 | -55 | 92 | 4 | false | Tax-aware sells next window |
P0483 | Opportunistic | Roth | USD | 2025-11-06 | 427,033 | 25,178 | 401,855 | 1.05 | 60.5 | 18.8 | 12 | 8.6 | XLF:25.7%;BND:25.7%;AMZN:23.0%;VTI:25.7% | US:62.9;EU:14.6;APAC:10.0;EM:9.3;Other:3.2 | Value:-0.7;Growth:-0.0;Quality:-0.2;Size:+0.5;Momentum:-0.6;LowVol:-0.6 | null | 6 | 30 | 5.3 | trailing 9% | 167 | 27 | Bear | 25.9 | 3.36 | 1 | 173 | -49 | 28 | 59 | false | Buy | Add to core equity +1% | -5 | -34 | BrokerA | LMT | 100 | null | null | Normal monitoring | -26 | 14 | 2 | 5 | false | Tax-aware sells next window |
P0484 | Hands-off | Taxable | USD | 2025-05-05 | 379,372 | 22,838 | 356,534 | 1 | 59.9 | 26.2 | 8.8 | 5.1 | TSLA:22.5%;GLD:16.4%;BND:23.6%;TLT:23.6%;MSFT:14.0% | US:65.6;EU:14.3;APAC:9.2;EM:6.6;Other:4.3 | Value:-0.3;Growth:-0.9;Quality:+0.6;Size:+0.5;Momentum:-0.7;LowVol:+0.1 | MaxPos7% | 6 | 30 | 4 | trailing 8% | 105 | 17.2 | Sideways | 17.8 | 3.91 | 3.2 | 138 | 0 | 44 | 60 | false | Rebalance | Shift +1% to bonds from equity | 29 | -18 | BrokerB | LMT | 93 | null | null | Normal monitoring | 65 | -49 | 42 | 5 | false | Tax-aware sells next window |
P0485 | Cautious | Roth | USD | 2024-12-20 | 601,014 | 67,546 | 533,468 | 1 | 45.5 | 39.9 | 0 | 14.6 | QQQ:33.3%;BRK.B:33.3%;VNQ:33.3% | US:59.3;EU:15.4;APAC:12.9;EM:9.6;Other:2.8 | Value:+0.6;Growth:+0.4;Quality:-0.6;Size:-0.7;Momentum:-0.5;LowVol:-0.2 | NoMargin | 8 | 25 | 4.5 | hard 10% | 164 | 13 | Volatile | 20.2 | 4.59 | 3.1 | 149 | 10 | 40 | 37 | false | Hedge | Add TLT +1% as duration hedge | 2 | -34 | BrokerB | LMT | 97 | null | null | Normal monitoring | -11 | -15 | 82 | 4 | false | Monitor dispersion and breadth |
P0486 | Hands-off | IRA | USD | 2024-09-20 | 880,847 | 58,872 | 821,975 | 1 | 68.6 | 22.9 | 0 | 8.5 | MSFT:25.0%;TLT:25.0%;BND:25.0%;IEF:25.0% | US:57.7;EU:18.3;APAC:11.7;EM:7.8;Other:4.5 | Value:+0.1;Growth:-0.9;Quality:-0.8;Size:-0.7;Momentum:-0.3;LowVol:+0.1 | ESGOnly;MaxPos6%;NoDerivatives | 7 | 35 | 4.1 | trailing 8% | 101 | 19.8 | Bull | 14.8 | 4.7 | 3.3 | 79 | 64 | 68 | 51 | false | NoAction | Within bands; monitor | 8 | 5 | BrokerD | LMT | 96 | null | null | Normal monitoring | 4 | -56 | -16 | 5 | false | Within IPS guidelines |
P0487 | Active | 401k | USD | 2025-03-09 | 2,107,657 | 135,693 | 1,971,964 | 1 | 57.3 | 22.3 | 15.2 | 5.2 | HYG:27.5%;AMZN:20.2%;MUB:24.9%;XLF:27.5% | US:65.9;EU:13.6;APAC:11.7;EM:6.6;Other:2.2 | Value:-0.4;Growth:+0.4;Quality:-0.4;Size:-0.8;Momentum:-0.8;LowVol:-0.5 | null | 7 | 35 | 5 | hard 12% | 135 | 19.3 | Bull | 13.1 | 4.83 | 2.9 | 118 | 29 | 53 | 40 | false | NoAction | Within bands; monitor | 25 | -17 | BrokerC | MKT | 0 | null | null | Normal monitoring | 5 | -41 | 45 | 5 | false | Within IPS guidelines |
P0488 | Opportunistic | Trust | USD | 2024-09-02 | 635,169 | 31,149 | 604,020 | 1 | 62.5 | 11 | 21.6 | 5 | MSFT:17.5%;IEF:21.6%;MUB:21.6%;VOO:11.9%;VNQ:9.4%;QQQ:18.2% | US:68.6;EU:11.7;APAC:9.3;EM:7.0;Other:3.3 | Value:-0.1;Growth:-0.7;Quality:+0.1;Size:-0.2;Momentum:+0.9;LowVol:-0.8 | null | 6 | 35 | 6.8 | hard 12% | 251 | 29.9 | Bull | 11.5 | 4.56 | 2.5 | 98 | 40 | 69 | 38 | false | Rebalance | Shift +1% to bonds from equity | 9 | -32 | BrokerA | LMT | 89 | null | null | Normal monitoring | -52 | -19 | 6 | 5 | false | Tax-aware sells next window |
P0489 | Opportunistic | 401k | USD | 2025-06-07 | 532,736 | 31,331 | 501,405 | 1.16 | 76 | 15.6 | 0 | 8.5 | GLD:23.4%;BND:23.4%;TLT:13.9%;AAPL:15.9%;QQQ:23.4% | US:63.3;EU:11.2;APAC:14.0;EM:8.8;Other:2.8 | Value:-0.4;Growth:0.0;Quality:-0.1;Size:0.0;Momentum:-0.8;LowVol:-0.2 | MaxPos7%;NoDerivatives | 5 | 25 | 5.6 | trailing 7% | 182 | 31.7 | Bull | 11.6 | 4.96 | 3.2 | 104 | 61 | 84 | 43 | false | Hedge | Add TLT +1% as duration hedge | -3 | -15 | BrokerD | MKT | 91 | null | null | Normal monitoring | 39 | -47 | 157 | 5 | false | Within IPS guidelines |
P0490 | Hands-off | IRA | USD | 2025-05-21 | 176,877 | 13,526 | 163,351 | 1 | 55.5 | 21.2 | 13.4 | 9.9 | AAPL:33.3%;BND:33.3%;BRK.B:33.3% | US:54.3;EU:17.4;APAC:13.5;EM:9.9;Other:4.8 | Value:+0.5;Growth:+0.4;Quality:-0.0;Size:-0.4;Momentum:+1.0;LowVol:-0.5 | ESGOnly;MaxPos7%;NoDerivatives | 5 | 35 | 5.8 | hard 10% | 140 | 17.1 | Bear | 23.6 | 3.6 | 2.3 | 214 | 13 | 44 | 50 | true | Hedge | Buy index puts 1% notional | 28 | 13 | BrokerC | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 24 | -53 | 31 | 5 | false | Tax-aware sells next window |
P0491 | Cautious | Trust | USD | 2024-08-26 | 384,938 | 36,828 | 348,110 | 1 | 36.6 | 37 | 14.9 | 11.6 | VNQ:27.2%;TSLA:27.2%;BND:18.3%;MUB:27.2% | US:70.2;EU:9.8;APAC:10.9;EM:8.5;Other:0.6 | Value:-0.6;Growth:-0.6;Quality:-0.9;Size:-0.3;Momentum:+0.2;LowVol:0.0 | ESGOnly;NoDerivatives;NoMargin | 10 | 35 | 3.8 | hard 10% | 107 | 17 | Sideways | 17.9 | 4.86 | 2.4 | 127 | -16 | 37 | 38 | false | Buy | Add to core equity +1% | -13 | -11 | BrokerA | MKT | 94 | null | null | Normal monitoring | -21 | -21 | 67 | 3 | false | Tax-aware sells next window |
P0492 | Hands-off | Roth | USD | 2025-11-29 | 403,543 | 38,759 | 364,784 | 1 | 68.2 | 25.6 | 0 | 6.2 | MUB:23.3%;MSFT:23.3%;TSLA:9.5%;HYG:23.3%;VOO:20.5% | US:62.1;EU:17.4;APAC:11.5;EM:4.4;Other:4.5 | Value:-1.0;Growth:+0.8;Quality:-0.9;Size:-0.3;Momentum:-0.3;LowVol:-0.8 | MaxPos8% | 6 | 25 | 5.6 | trailing 10% | 146 | 14.3 | Bear | 29.3 | 3.83 | 2.9 | 212 | -59 | 13 | 85 | true | Rebalance | Rebalance back to target bands | 9 | -27 | BrokerA | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 27 | -19 | -1 | 5 | false | Tax-aware sells next window |
P0493 | Hands-off | Taxable | USD | 2024-08-19 | 618,681 | 53,951 | 564,730 | 1 | 55.2 | 28.5 | 8.5 | 7.8 | TSLA:33.3%;GLD:33.3%;XLF:33.3% | US:67.7;EU:16.5;APAC:7.6;EM:4.9;Other:3.2 | Value:-0.6;Growth:+0.2;Quality:-0.1;Size:-0.4;Momentum:-0.5;LowVol:+0.7 | null | 5 | 30 | 5.4 | hard 10% | 129 | 12.3 | Bull | 16.3 | 4.23 | 3 | 114 | 109 | 100 | 36 | false | Hedge | Add TLT +1% as duration hedge | -8 | 11 | BrokerB | MKT | 87 | null | null | Normal monitoring | -38 | -17 | -27 | 4 | false | Increase defensive factor exposure |
P0494 | Opportunistic | 401k | USD | 2024-12-20 | 1,462,212 | 67,426 | 1,394,786 | 1 | 75.6 | 19.3 | 0 | 5.1 | VTI:9.9%;BRK.B:21.4%;TSLA:7.2%;VNQ:21.4%;BND:21.4%;MSFT:18.6% | US:66.9;EU:11.3;APAC:9.2;EM:10.1;Other:2.5 | Value:+0.7;Growth:+0.5;Quality:+0.3;Size:-0.6;Momentum:-0.8;LowVol:-0.7 | null | 5 | 25 | 5.2 | hard 12% | 167 | 22.5 | Sideways | 18.2 | 4.55 | 3.2 | 101 | -21 | 41 | 67 | false | Rebalance | Shift +1% to bonds from equity | 5 | -23 | BrokerB | VWAP | 91 | null | null | Normal monitoring | 56 | -35 | 109 | 4 | false | Increase defensive factor exposure |
P0495 | Active | Trust | USD | 2025-02-07 | 1,399,018 | 85,228 | 1,313,790 | 1 | 65.5 | 24.8 | 0 | 9.8 | VTI:23.6%;VNQ:25.5%;QQQ:25.5%;MUB:25.5% | US:67.0;EU:9.0;APAC:7.9;EM:11.6;Other:4.6 | Value:+0.9;Growth:-0.9;Quality:+0.2;Size:+0.2;Momentum:-0.6;LowVol:-0.8 | null | 10 | 30 | 4.8 | trailing 8% | 199 | 23.9 | Bear | 31.1 | 4.37 | 3 | 211 | 18 | 66 | 73 | true | Hedge | Buy index puts 1% notional | -15 | 3 | BrokerB | MKT | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 118 | -23 | 184 | 3 | true | Tax-aware sells next window |
P0496 | Cautious | Taxable | USD | 2025-11-06 | 629,253 | 93,093 | 536,160 | 1 | 53.4 | 29.9 | 0 | 16.6 | XLF:21.3%;VNQ:21.3%;MSFT:17.9%;IEF:12.4%;AMZN:21.3%;MUB:6.0% | US:62.8;EU:14.0;APAC:14.3;EM:6.1;Other:2.8 | Value:+0.4;Growth:-0.3;Quality:-0.3;Size:-0.7;Momentum:-0.6;LowVol:0.0 | ESGOnly;MaxPos6%;NoMargin | 7 | 35 | 4.8 | trailing 8% | 135 | 19.2 | Bull | 14.8 | 3.96 | 3 | 106 | 14 | 71 | 46 | false | Buy | Add to core equity +1% | 33 | 10 | BrokerC | MKT | 86 | null | null | Normal monitoring | 100 | -46 | 135 | 3 | false | Within IPS guidelines |
P0497 | Cautious | Taxable | USD | 2025-05-01 | 343,809 | 50,201 | 293,608 | 1 | 51.1 | 33.3 | 0 | 15.6 | VTI:21.8%;QQQ:21.8%;AAPL:21.8%;XLF:13.3%;BRK.B:21.3% | US:73.6;EU:7.2;APAC:11.2;EM:4.8;Other:3.3 | Value:-0.9;Growth:-0.1;Quality:-0.8;Size:+0.8;Momentum:+0.2;LowVol:+0.2 | NoMargin | 10 | 25 | 4.2 | hard 10% | 138 | 13.6 | Bull | 12.5 | 3.81 | 3 | 81 | 118 | 94 | 44 | false | Rebalance | Shift +1% to bonds from equity | 10 | -19 | BrokerB | MKT | 95 | null | null | Normal monitoring | 68 | -40 | 149 | 5 | false | Increase defensive factor exposure |
P0498 | Hands-off | Roth | USD | 2025-10-11 | 622,853 | 46,262 | 576,591 | 1 | 66.2 | 28 | 0 | 5.8 | BND:33.3%;XLF:33.3%;MSFT:33.3% | US:60.7;EU:14.6;APAC:11.1;EM:9.7;Other:3.8 | Value:-0.7;Growth:+0.9;Quality:-0.5;Size:-0.7;Momentum:-0.7;LowVol:+0.1 | null | 5 | 30 | 3.1 | trailing 8% | 152 | 13 | Sideways | 16 | 4.69 | 2.3 | 121 | -18 | 53 | 51 | false | Buy | Add to core equity +1% | 35 | -33 | BrokerC | MKT | 97 | null | null | Normal monitoring | 63 | -28 | 158 | 3 | false | Within IPS guidelines |
P0499 | Opportunistic | IRA | USD | 2025-02-28 | 540,523 | 25,303 | 515,220 | 1 | 61.8 | 11.5 | 18 | 8.7 | VNQ:17.1%;GLD:27.6%;MUB:27.6%;VTI:27.6% | US:66.3;EU:8.1;APAC:14.6;EM:6.1;Other:4.9 | Value:-0.1;Growth:-0.3;Quality:+0.1;Size:-0.3;Momentum:+0.5;LowVol:+0.9 | MaxPos5%;NoDerivatives | 10 | 35 | 6.1 | trailing 7% | 231 | 30.9 | Bull | 12.6 | 4.97 | 2.1 | 83 | 66 | 94 | 37 | true | Hedge | Buy index puts 1% notional | -12 | 14 | BrokerC | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 55 | -10 | 18 | 3 | false | Tighten stops on momentum names |
P0500 | Active | IRA | USD | 2024-08-16 | 1,758,046 | 107,857 | 1,650,189 | 1 | 57.7 | 23.2 | 9.8 | 9.3 | XLF:11.0%;QQQ:24.0%;BRK.B:24.0%;GLD:16.8%;TLT:24.0% | US:57.1;EU:17.4;APAC:10.8;EM:10.3;Other:4.4 | Value:+0.7;Growth:-0.9;Quality:-0.9;Size:+0.4;Momentum:-0.6;LowVol:+0.3 | MaxPos7% | 10 | 35 | 5.2 | trailing 9% | 142 | 26.7 | Bull | 16.8 | 4.52 | 2.4 | 70 | 40 | 64 | 51 | false | Rebalance | Shift +1% to bonds from equity | -14 | -32 | BrokerD | LMT | 90 | null | null | Normal monitoring | -11 | -5 | 47 | 3 | false | Tighten stops on momentum names |
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