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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4101 | Opportunistic | Trust | USD | 2025-05-31 | 1,303,326 | 62,326 | 1,241,000 | 1.08 | 65.1 | 21.4 | 7.9 | 5.6 | BRK.B:20.5%;MUB:14.5%;XLF:18.4%;GLD:14.4%;AAPL:18.4%;IEF:13.8% | US:68.6;EU:14.5;APAC:5.6;EM:7.8;Other:3.6 | Value:-0.9;Growth:+0.9;Quality:+0.6;Size:+0.2;Momentum:+0.7;LowVol:-0.3 | MaxPos6% | 7 | 25 | 4.3 | hard 12% | 201 | 29 | Sideways | 21.7 | 4.51 | 2.4 | 131 | 47 | 74 | 72 | false | Buy | Add to core equity +1% | 19 | -31 | BrokerB | MKT | 98 | null | null | Normal monitoring | 4 | -50 | 4 | 3 | false | Within IPS guidelines |
P4102 | Hands-off | 401k | USD | 2025-06-05 | 519,609 | 39,246 | 480,363 | 1 | 68 | 24.3 | 0 | 7.7 | MSFT:12.9%;QQQ:15.9%;AMZN:16.2%;GLD:20.8%;VNQ:13.4%;MUB:20.8% | US:64.6;EU:14.3;APAC:10.3;EM:6.6;Other:4.2 | Value:+0.6;Growth:+0.6;Quality:-0.4;Size:-0.7;Momentum:+0.6;LowVol:+0.7 | ESGOnly;NoDerivatives | 10 | 30 | 5.5 | hard 10% | 100 | 18.1 | Sideways | 19.4 | 4.91 | 2.5 | 90 | -27 | 40 | 55 | true | Hedge | Buy index puts 1% notional | 7 | 3 | BrokerC | LMT | 100 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 13 | -57 | 112 | 3 | false | Increase defensive factor exposure |
P4103 | Cautious | IRA | USD | 2025-04-30 | 780,147 | 77,193 | 702,954 | 1 | 50.2 | 36.7 | 0 | 13.1 | VTI:23.0%;HYG:18.9%;VNQ:12.0%;QQQ:23.0%;MUB:23.0% | US:68.8;EU:10.7;APAC:7.9;EM:9.7;Other:3.0 | Value:+0.4;Growth:-0.8;Quality:+0.8;Size:-1.0;Momentum:+0.8;LowVol:+0.5 | MaxPos8%;NoDerivatives;NoMargin | 5 | 35 | 5.7 | trailing 8% | 152 | 15.8 | Bear | 25 | 3.79 | 1.2 | 185 | -58 | 25 | 54 | false | Buy | Add to core equity +1% | 16 | 10 | BrokerD | LMT | 97 | null | null | Normal monitoring | 90 | 18 | 163 | 3 | false | Tax-aware sells next window |
P4104 | Opportunistic | IRA | USD | 2024-10-23 | 685,001 | 51,425 | 633,576 | 1 | 76.1 | 15.5 | 0.4 | 7.9 | TLT:33.3%;XLF:33.3%;HYG:33.3% | US:56.3;EU:21.7;APAC:8.1;EM:12.7;Other:1.2 | Value:0.0;Growth:+0.4;Quality:-0.8;Size:-0.1;Momentum:-0.0;LowVol:-0.4 | MaxPos5%;NoDerivatives | 10 | 35 | 7 | trailing 9% | 243 | 21.6 | Volatile | 24.5 | 3.81 | 3.5 | 112 | 59 | 64 | 71 | true | Hedge | Buy index puts 1% notional | 24 | -9 | BrokerB | LMT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -30 | -53 | 75 | 5 | false | Within IPS guidelines |
P4105 | Opportunistic | Roth | USD | 2024-12-18 | 1,507,361 | 120,725 | 1,386,636 | 1 | 66.6 | 13.8 | 12.7 | 6.8 | XLF:27.1%;TLT:27.1%;AMZN:18.6%;AAPL:27.1% | US:57.8;EU:16.6;APAC:14.1;EM:9.2;Other:2.2 | Value:-0.1;Growth:-0.1;Quality:-0.0;Size:-0.2;Momentum:+0.3;LowVol:-0.4 | null | 5 | 30 | 5.8 | hard 12% | 169 | 27.2 | Volatile | 23.4 | 4.47 | 4 | 153 | -52 | 15 | 60 | false | Buy | Add to core equity +1% | 23 | 4 | BrokerC | MKT | 86 | null | null | Normal monitoring | -48 | -5 | 50 | 5 | false | Tax-aware sells next window |
P4106 | Opportunistic | IRA | USD | 2025-10-25 | 958,857 | 74,400 | 884,457 | 1.16 | 68.5 | 21 | 4.8 | 5.7 | VTI:27.7%;QQQ:14.8%;TLT:28.7%;AMZN:28.7% | US:66.2;EU:10.8;APAC:11.3;EM:8.7;Other:3.0 | Value:+0.7;Growth:+0.6;Quality:+0.7;Size:+0.2;Momentum:+0.6;LowVol:+0.3 | null | 10 | 30 | 5.2 | trailing 9% | 256 | 27.1 | Bull | 13.9 | 4.77 | 3.4 | 77 | 58 | 91 | 57 | false | Hedge | Add TLT +1% as duration hedge | 21 | 15 | BrokerC | LMT | 85 | null | null | Normal monitoring | -52 | -10 | -50 | 3 | false | Tighten stops on momentum names |
P4107 | Opportunistic | 401k | USD | 2025-10-21 | 468,837 | 30,129 | 438,708 | 1 | 72.1 | 13.4 | 8.5 | 6 | VNQ:33.3%;AMZN:33.3%;IEF:33.3% | US:57.6;EU:19.0;APAC:9.6;EM:12.2;Other:1.6 | Value:+0.3;Growth:+0.1;Quality:+0.2;Size:+0.4;Momentum:-0.6;LowVol:-0.7 | MaxPos6% | 6 | 25 | 6.2 | trailing 7% | 195 | 28.7 | Bull | 13.1 | 4.74 | 2.9 | 78 | 103 | 100 | 43 | false | Rebalance | Shift +1% to bonds from equity | 2 | -27 | BrokerD | LMT | 85 | null | null | Normal monitoring | 44 | -31 | 109 | 4 | false | Within IPS guidelines |
P4108 | Opportunistic | Taxable | USD | 2025-05-31 | 456,565 | 36,299 | 420,266 | 1 | 60.3 | 20.5 | 14.2 | 5.1 | XLF:12.7%;AMZN:20.7%;BND:7.4%;TSLA:21.5%;IEF:16.2%;AAPL:21.5% | US:67.3;EU:10.5;APAC:12.7;EM:8.7;Other:0.8 | Value:+0.5;Growth:-0.6;Quality:+0.9;Size:-0.9;Momentum:-1.0;LowVol:-0.1 | MaxPos8%;NoDerivatives | 8 | 30 | 5.7 | trailing 7% | 237 | 29.8 | Bear | 22 | 3.19 | 1.3 | 153 | 36 | 79 | 63 | false | Sell | Trim extended winner -1% | -9 | -24 | BrokerD | MKT | 99 | null | null | Normal monitoring | 92 | -11 | 176 | 4 | false | Increase defensive factor exposure |
P4109 | Hands-off | IRA | USD | 2024-12-14 | 533,508 | 26,522 | 506,986 | 1 | 56.4 | 25.7 | 10.9 | 7 | HYG:35.5%;VTI:35.5%;MUB:29.0% | US:74.5;EU:6.0;APAC:11.9;EM:7.3;Other:0.3 | Value:-0.6;Growth:-0.8;Quality:-0.5;Size:0.0;Momentum:-0.7;LowVol:+0.9 | ESGOnly;NoDerivatives | 6 | 35 | 4 | trailing 8% | 95 | 16 | Sideways | 14.2 | 4.56 | 2.4 | 118 | 30 | 74 | 46 | false | Sell | Trim extended winner -1% | 6 | -12 | BrokerB | LMT | 95 | null | null | Normal monitoring | 87 | -4 | 217 | 3 | false | Tighten stops on momentum names |
P4110 | Opportunistic | Roth | USD | 2025-03-01 | 864,945 | 52,069 | 812,876 | 1.22 | 67.6 | 16.5 | 9.5 | 6.4 | VTI:32.2%;MSFT:33.9%;AAPL:33.9% | US:68.4;EU:14.3;APAC:10.3;EM:2.8;Other:4.1 | Value:-0.9;Growth:-0.1;Quality:-0.7;Size:+1.0;Momentum:+0.6;LowVol:-0.6 | MaxPos7%;NoDerivatives | 10 | 30 | 5 | trailing 9% | 246 | 30.2 | Volatile | 27.9 | 5.15 | 4 | 147 | 12 | 52 | 66 | false | Buy | Add to core equity +1% | 35 | -5 | BrokerA | LMT | 98 | null | null | Normal monitoring | -6 | -8 | -40 | 5 | false | Monitor dispersion and breadth |
P4111 | Opportunistic | Trust | USD | 2025-10-15 | 1,551,297 | 91,871 | 1,459,426 | 1.17 | 64.9 | 16.8 | 13.4 | 5 | HYG:33.3%;VOO:33.3%;GLD:33.3% | US:71.6;EU:11.9;APAC:11.8;EM:4.3;Other:0.5 | Value:+0.1;Growth:+0.5;Quality:-0.5;Size:-0.0;Momentum:-0.8;LowVol:-0.2 | MaxPos8% | 10 | 25 | 5.2 | trailing 9% | 257 | 28.8 | Sideways | 20.3 | 4.25 | 2.7 | 135 | -1 | 36 | 64 | false | Buy | Add to core equity +1% | 32 | -18 | BrokerD | MKT | 93 | null | null | Normal monitoring | 21 | -25 | -17 | 4 | false | Within IPS guidelines |
P4112 | Cautious | IRA | USD | 2025-06-19 | 700,643 | 68,621 | 632,022 | 1 | 40 | 37.5 | 5.6 | 16.9 | QQQ:20.6%;AMZN:20.6%;TLT:16.1%;BND:20.6%;MSFT:13.6%;VTI:8.4% | US:66.9;EU:11.4;APAC:10.9;EM:8.3;Other:2.5 | Value:+0.2;Growth:+0.9;Quality:-0.4;Size:+0.4;Momentum:-0.8;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 4.6 | hard 10% | 166 | 19.8 | Sideways | 21.3 | 3.61 | 2.8 | 127 | 8 | 65 | 48 | false | Rebalance | Shift +1% to bonds from equity | 1 | -37 | BrokerB | VWAP | 88 | null | null | Normal monitoring | 41 | -23 | 5 | 5 | false | Tax-aware sells next window |
P4113 | Opportunistic | Taxable | USD | 2025-12-15 | 469,257 | 27,738 | 441,519 | 1 | 77 | 16.1 | 0.2 | 6.6 | XLF:22.4%;IEF:25.9%;VNQ:25.9%;VOO:25.9% | US:66.0;EU:8.7;APAC:9.2;EM:10.9;Other:5.2 | Value:-0.1;Growth:-0.1;Quality:+0.2;Size:+1.0;Momentum:+0.8;LowVol:-0.9 | null | 5 | 25 | 5.3 | hard 12% | 234 | 20.5 | Volatile | 26.9 | 5.48 | 3.6 | 163 | -27 | 46 | 89 | true | Hedge | Buy index puts 1% notional | 17 | -1 | BrokerD | MKT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 14 | 12 | 139 | 2 | false | Tax-aware sells next window |
P4114 | Hands-off | Trust | USD | 2024-12-23 | 198,569 | 17,712 | 180,857 | 1 | 60 | 16.3 | 16.5 | 7.2 | BND:22.2%;AMZN:19.3%;HYG:19.5%;XLF:20.5%;MUB:18.4% | US:72.5;EU:9.4;APAC:8.7;EM:8.6;Other:0.8 | Value:0.0;Growth:+0.4;Quality:-0.3;Size:+0.5;Momentum:-0.6;LowVol:+0.7 | MaxPos7% | 6 | 35 | 5.7 | trailing 10% | 148 | 17.6 | Bear | 28.9 | 3.6 | 1.8 | 178 | -32 | 35 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -37 | BrokerB | VWAP | 86 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 6 | 0 | 59 | 4 | false | Within IPS guidelines |
P4115 | Cautious | 401k | USD | 2024-08-14 | 289,575 | 31,654 | 257,921 | 1 | 47 | 42.3 | 0 | 10.7 | TSLA:36.1%;MUB:36.1%;IEF:27.9% | US:60.4;EU:20.6;APAC:7.1;EM:9.4;Other:2.5 | Value:+0.4;Growth:+0.1;Quality:-0.1;Size:-0.6;Momentum:-0.9;LowVol:-0.6 | ESGOnly;NoMargin | 5 | 25 | 5.6 | trailing 10% | 159 | 18.3 | Sideways | 15.5 | 4.44 | 3 | 100 | 19 | 59 | 46 | false | Sell | Trim extended winner -1% | 7 | -17 | BrokerA | MKT | 95 | null | null | Normal monitoring | 89 | 4 | 191 | 3 | false | Increase defensive factor exposure |
P4116 | Cautious | Roth | USD | 2025-04-13 | 293,817 | 30,641 | 263,176 | 1 | 42.5 | 34.7 | 10.3 | 12.5 | MSFT:33.3%;AMZN:33.3%;VTI:33.3% | US:61.3;EU:15.9;APAC:14.8;EM:4.8;Other:3.3 | Value:-0.5;Growth:+0.2;Quality:-0.9;Size:+0.9;Momentum:-0.6;LowVol:-0.3 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 5 | 35 | 5.2 | trailing 10% | 113 | 13.2 | Bull | 15.2 | 3.7 | 2 | 87 | 28 | 54 | 45 | false | Rebalance | Shift +1% to bonds from equity | 15 | 13 | BrokerC | LMT | 85 | null | null | Normal monitoring | 95 | 10 | 211 | 5 | false | Tighten stops on momentum names |
P4117 | Systematic | IRA | USD | 2024-08-08 | 981,874 | 95,136 | 886,738 | 1 | 68.3 | 25 | 0.3 | 6.3 | AMZN:23.4%;VNQ:25.5%;GLD:25.5%;BND:25.5% | US:62.0;EU:9.9;APAC:14.7;EM:11.8;Other:1.6 | Value:+0.9;Growth:-0.1;Quality:-0.6;Size:-0.9;Momentum:+0.1;LowVol:0.0 | NoDerivatives | 5 | 25 | 5.4 | trailing 8% | 226 | 27.9 | Volatile | 28.1 | 4.51 | 2.8 | 147 | -45 | 26 | 79 | true | Rebalance | Rebalance back to target bands | 33 | -31 | BrokerC | MKT | 85 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -47 | -23 | 39 | 5 | false | Tax-aware sells next window |
P4118 | Opportunistic | 401k | USD | 2025-11-29 | 652,819 | 54,675 | 598,144 | 1.13 | 67.7 | 15.8 | 12.3 | 4.1 | TLT:14.5%;MUB:21.9%;VTI:21.9%;XLF:21.9%;AMZN:19.8% | US:69.7;EU:12.4;APAC:6.4;EM:6.8;Other:4.7 | Value:-0.2;Growth:+0.7;Quality:-0.4;Size:-0.7;Momentum:+0.8;LowVol:+0.4 | MaxPos6% | 7 | 30 | 6 | trailing 7% | 194 | 20.1 | Volatile | 30.5 | 3.52 | 3.2 | 147 | -52 | 12 | 84 | true | Hedge | Buy index puts 1% notional | 4 | -13 | BrokerA | LMT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 0 | -42 | 118 | 3 | false | Monitor dispersion and breadth |
P4119 | Hands-off | Trust | USD | 2025-05-17 | 270,553 | 12,921 | 257,632 | 1 | 70.3 | 20.9 | 0 | 8.8 | BND:19.0%;HYG:21.2%;IEF:21.2%;AMZN:13.0%;VNQ:14.5%;AAPL:11.3% | US:74.7;EU:7.8;APAC:9.5;EM:5.0;Other:3.0 | Value:-0.9;Growth:+0.9;Quality:-0.1;Size:+1.0;Momentum:+0.9;LowVol:-0.2 | NoDerivatives | 10 | 30 | 5.2 | trailing 8% | 160 | 18.6 | Bull | 15.9 | 3.94 | 3.2 | 70 | 46 | 74 | 63 | false | Buy | Add to core equity +1% | -1 | 14 | BrokerB | MKT | 99 | null | null | Normal monitoring | 80 | -26 | 153 | 5 | false | Tighten stops on momentum names |
P4120 | Opportunistic | 401k | USD | 2025-10-12 | 1,666,600 | 58,787 | 1,607,813 | 1.17 | 73.6 | 11.1 | 9.8 | 5.5 | GLD:25.1%;IEF:25.1%;BRK.B:25.1%;XLF:24.6% | US:64.7;EU:12.2;APAC:14.3;EM:4.6;Other:4.2 | Value:+0.4;Growth:+0.6;Quality:+0.6;Size:+0.5;Momentum:-1.0;LowVol:+0.8 | MaxPos8% | 7 | 30 | 5 | trailing 9% | 227 | 30.5 | Bull | 15.8 | 3.64 | 2.9 | 102 | 21 | 50 | 60 | false | Rebalance | Shift +1% to bonds from equity | 12 | -17 | BrokerB | LMT | 95 | null | null | Normal monitoring | 71 | -16 | 175 | 3 | false | Within IPS guidelines |
P4121 | Opportunistic | Trust | USD | 2025-01-20 | 867,337 | 51,809 | 815,528 | 1 | 72 | 14 | 8.6 | 5.5 | MUB:22.7%;BND:25.7%;AAPL:25.8%;HYG:25.8% | US:68.6;EU:9.0;APAC:8.5;EM:12.5;Other:1.3 | Value:+0.9;Growth:-0.9;Quality:+0.4;Size:-0.7;Momentum:+0.8;LowVol:-1.0 | NoDerivatives | 8 | 35 | 6.6 | hard 12% | 270 | 32.4 | Bull | 16.7 | 3.53 | 3.5 | 104 | 60 | 88 | 59 | false | Sell | Trim extended winner -1% | -4 | -6 | BrokerD | MKT | 91 | null | null | Normal monitoring | 99 | 19 | 117 | 3 | false | Monitor dispersion and breadth |
P4122 | Hands-off | 401k | USD | 2025-08-21 | 272,040 | 16,018 | 256,022 | 1 | 58.5 | 21.2 | 13.2 | 7.1 | TLT:29.4%;MSFT:17.9%;IEF:23.2%;VNQ:29.4% | US:62.5;EU:8.5;APAC:16.4;EM:10.2;Other:2.4 | Value:-0.5;Growth:+0.1;Quality:-0.5;Size:-0.9;Momentum:-0.2;LowVol:-0.8 | ESGOnly;MaxPos7%;NoDerivatives | 7 | 25 | 5.3 | trailing 10% | 159 | 13.9 | Sideways | 21 | 4.29 | 3.1 | 105 | 7 | 57 | 48 | false | Rebalance | Shift +1% to bonds from equity | 35 | 15 | BrokerC | MKT | 92 | null | null | Normal monitoring | -12 | -28 | -38 | 4 | false | Monitor dispersion and breadth |
P4123 | Systematic | IRA | USD | 2025-08-04 | 1,454,593 | 88,977 | 1,365,616 | 1 | 55.7 | 34.6 | 2.3 | 7.4 | TSLA:25.2%;VTI:24.4%;BND:25.1%;HYG:25.2% | US:66.6;EU:9.1;APAC:11.4;EM:12.0;Other:0.9 | Value:-0.9;Growth:+0.6;Quality:-0.2;Size:+0.3;Momentum:-0.7;LowVol:-0.1 | MaxPos8% | 7 | 35 | 5.5 | trailing 9% | 226 | 18.8 | Sideways | 21.8 | 4.06 | 3.1 | 132 | 32 | 71 | 61 | false | Rebalance | Shift +1% to bonds from equity | -11 | 3 | BrokerD | MKT | 87 | null | null | Normal monitoring | -27 | 8 | 63 | 4 | false | Tax-aware sells next window |
P4124 | Hands-off | 401k | USD | 2024-11-07 | 742,390 | 29,960 | 712,430 | 1 | 57.4 | 21.5 | 15.1 | 6 | VNQ:23.3%;QQQ:23.3%;BRK.B:12.4%;GLD:22.6%;TSLA:18.4% | US:62.8;EU:14.7;APAC:11.2;EM:6.5;Other:4.9 | Value:-0.5;Growth:+0.6;Quality:-0.6;Size:-0.9;Momentum:-0.9;LowVol:-0.9 | ESGOnly;MaxPos8% | 7 | 30 | 4.1 | trailing 10% | 162 | 17 | Bull | 12.7 | 4.81 | 3.2 | 112 | 34 | 70 | 30 | false | Rebalance | Shift +1% to bonds from equity | 6 | -34 | BrokerB | MKT | 92 | null | null | Normal monitoring | 16 | -11 | 73 | 5 | false | Tighten stops on momentum names |
P4125 | Cautious | 401k | USD | 2025-10-31 | 857,786 | 122,040 | 735,746 | 1 | 46.1 | 34.4 | 9.4 | 10.1 | VTI:26.6%;AAPL:20.2%;TSLA:26.6%;BRK.B:26.6% | US:61.5;EU:14.0;APAC:11.1;EM:9.8;Other:3.6 | Value:+0.1;Growth:-0.7;Quality:+0.1;Size:-0.3;Momentum:+0.8;LowVol:-0.6 | ESGOnly;MaxPos7%;NoMargin | 10 | 35 | 6 | hard 10% | 112 | 18.8 | Volatile | 31.9 | 4.46 | 2.9 | 159 | -33 | 25 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -8 | -22 | BrokerB | MKT | 97 | VAR>budget | TightenStops | Risk above budget threshold | 58 | -38 | 181 | 2 | false | Within IPS guidelines |
P4126 | Opportunistic | Trust | USD | 2024-08-28 | 307,404 | 11,778 | 295,626 | 1 | 71.9 | 14.3 | 5.2 | 8.5 | BND:33.3%;XLF:33.3%;MSFT:33.3% | US:76.6;EU:5.4;APAC:7.5;EM:8.8;Other:1.7 | Value:+0.9;Growth:+0.6;Quality:+0.5;Size:+0.4;Momentum:-0.9;LowVol:+0.3 | MaxPos7% | 10 | 35 | 4.7 | hard 12% | 185 | 20.4 | Sideways | 14.6 | 3.61 | 2.1 | 115 | 39 | 73 | 60 | false | Buy | Add to core equity +1% | 16 | -39 | BrokerA | LMT | 94 | null | null | Normal monitoring | -17 | -30 | 77 | 4 | false | Tighten stops on momentum names |
P4127 | Systematic | IRA | USD | 2025-06-27 | 971,925 | 40,664 | 931,261 | 1 | 63 | 23.9 | 5.3 | 7.8 | AAPL:33.3%;TLT:33.3%;QQQ:33.3% | US:69.3;EU:7.6;APAC:14.0;EM:5.9;Other:3.2 | Value:+0.2;Growth:-0.3;Quality:-0.8;Size:-0.7;Momentum:+0.8;LowVol:-1.0 | MaxPos5% | 8 | 30 | 5.2 | trailing 8% | 174 | 24.3 | Volatile | 29.7 | 5.45 | 3.3 | 178 | 15 | 43 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -28 | BrokerD | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 30 | -32 | 88 | 2 | false | Increase defensive factor exposure |
P4128 | Opportunistic | IRA | USD | 2024-07-29 | 907,888 | 29,344 | 878,544 | 1 | 71.8 | 10.8 | 9.4 | 8 | MUB:33.3%;BND:33.3%;VNQ:33.3% | US:78.4;EU:6.7;APAC:10.5;EM:4.0;Other:0.4 | Value:-0.4;Growth:+0.4;Quality:-0.8;Size:-0.1;Momentum:-0.8;LowVol:-0.9 | MaxPos6% | 7 | 35 | 5.4 | trailing 7% | 225 | 30.3 | Volatile | 22.9 | 5.32 | 2.9 | 160 | -44 | 43 | 72 | true | Rebalance | Rebalance back to target bands | -2 | -40 | BrokerA | MKT | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 88 | 12 | 212 | 3 | false | Increase defensive factor exposure |
P4129 | Active | Taxable | USD | 2024-07-07 | 881,742 | 97,108 | 784,634 | 1 | 64.4 | 20.9 | 5.8 | 8.9 | VOO:15.0%;BRK.B:18.1%;VNQ:17.4%;QQQ:13.9%;MUB:16.3%;MSFT:19.4% | US:67.8;EU:12.6;APAC:14.9;EM:4.0;Other:0.8 | Value:-0.4;Growth:-0.1;Quality:-0.3;Size:+0.9;Momentum:-0.7;LowVol:+0.4 | null | 8 | 25 | 5.9 | trailing 8% | 122 | 24.3 | Volatile | 20.3 | 4.52 | 2.3 | 158 | 69 | 75 | 57 | true | Rebalance | Rebalance back to target bands | -6 | 11 | BrokerC | LMT | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -56 | -20 | -90 | 2 | false | Increase defensive factor exposure |
P4130 | Systematic | 401k | USD | 2025-10-25 | 1,880,427 | 187,320 | 1,693,107 | 1 | 61.2 | 31.8 | 0 | 7 | MUB:25.0%;TSLA:25.0%;GLD:25.0%;XLF:25.0% | US:70.3;EU:15.3;APAC:8.2;EM:5.0;Other:1.2 | Value:+0.9;Growth:-0.4;Quality:+0.6;Size:+0.3;Momentum:-0.4;LowVol:-1.0 | null | 7 | 30 | 4.2 | trailing 8% | 196 | 21.6 | Volatile | 31.5 | 5.35 | 3 | 123 | -56 | 14 | 80 | true | Hedge | Buy index puts 1% notional | -10 | -18 | BrokerD | MKT | 98 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -38 | -13 | 13 | 2 | false | Tighten stops on momentum names |
P4131 | Active | Trust | USD | 2024-08-17 | 2,073,817 | 229,991 | 1,843,826 | 1 | 51 | 25.2 | 18.3 | 5.5 | MUB:34.4%;XLF:31.1%;MSFT:34.4% | US:58.1;EU:12.8;APAC:16.6;EM:11.4;Other:1.0 | Value:+0.2;Growth:+0.5;Quality:+0.9;Size:-0.5;Momentum:+0.4;LowVol:-0.5 | MaxPos6% | 10 | 25 | 4.8 | trailing 9% | 137 | 27.8 | Bear | 34.5 | 3.02 | 2.3 | 167 | 27 | 54 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | -16 | BrokerB | LMT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -46 | -11 | 43 | 2 | false | Tax-aware sells next window |
P4132 | Hands-off | Taxable | USD | 2024-07-12 | 445,967 | 18,040 | 427,927 | 1 | 65 | 28.3 | 0.6 | 6 | BND:33.3%;GLD:33.3%;VTI:33.3% | US:73.1;EU:8.9;APAC:11.7;EM:5.8;Other:0.5 | Value:-0.2;Growth:+0.1;Quality:-0.3;Size:-0.4;Momentum:+0.6;LowVol:+0.9 | MaxPos5% | 8 | 35 | 5.7 | trailing 8% | 169 | 13.8 | Volatile | 30.6 | 4.29 | 4.3 | 146 | 39 | 81 | 71 | true | Rebalance | Rebalance back to target bands | 31 | -14 | BrokerB | MKT | 99 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 62 | 16 | 131 | 5 | false | Increase defensive factor exposure |
P4133 | Hands-off | Trust | USD | 2024-12-06 | 886,596 | 73,280 | 813,316 | 1 | 61.7 | 16.9 | 14.1 | 7.3 | MUB:20.4%;VNQ:26.1%;TSLA:13.8%;AMZN:13.5%;AAPL:26.1% | US:55.6;EU:16.6;APAC:14.1;EM:10.6;Other:3.1 | Value:+0.7;Growth:+0.2;Quality:-0.4;Size:-0.8;Momentum:+0.1;LowVol:-0.3 | null | 7 | 30 | 5.4 | hard 10% | 152 | 14.9 | Bull | 16.7 | 3.59 | 3.2 | 118 | 18 | 47 | 47 | false | Rebalance | Shift +1% to bonds from equity | -14 | -4 | BrokerD | MKT | 98 | null | null | Normal monitoring | 58 | 16 | 146 | 4 | false | Monitor dispersion and breadth |
P4134 | Opportunistic | Trust | USD | 2025-08-01 | 1,163,493 | 97,082 | 1,066,411 | 1 | 66.7 | 20.4 | 7.5 | 5.4 | BRK.B:10.3%;AMZN:18.6%;MUB:21.9%;VNQ:21.9%;BND:7.6%;TLT:19.6% | US:70.0;EU:7.2;APAC:13.0;EM:7.9;Other:1.8 | Value:+0.3;Growth:+0.2;Quality:+0.7;Size:+0.3;Momentum:-0.3;LowVol:-0.2 | MaxPos7%;NoDerivatives | 6 | 35 | 5.1 | trailing 7% | 179 | 24.3 | Sideways | 17.4 | 4.9 | 2.7 | 117 | 47 | 74 | 48 | false | Buy | Add to core equity +1% | 18 | -39 | BrokerB | MKT | 100 | null | null | Normal monitoring | 14 | 9 | 148 | 5 | false | Increase defensive factor exposure |
P4135 | Cautious | 401k | USD | 2024-12-07 | 595,938 | 58,584 | 537,354 | 1 | 39.2 | 30.3 | 17.6 | 12.9 | TSLA:21.5%;XLF:21.5%;HYG:20.0%;MUB:16.1%;VOO:11.8%;VTI:9.0% | US:68.8;EU:8.8;APAC:13.1;EM:5.5;Other:3.8 | Value:-0.3;Growth:+0.3;Quality:+0.8;Size:+0.7;Momentum:+0.5;LowVol:-0.4 | NoDerivatives;NoMargin | 8 | 35 | 5.5 | trailing 10% | 112 | 17.9 | Volatile | 25.8 | 5.29 | 2.5 | 166 | -35 | 31 | 49 | false | Sell | Trim extended winner -1% | -9 | 0 | BrokerB | MKT | 100 | null | null | Normal monitoring | 67 | -5 | 154 | 5 | false | Tighten stops on momentum names |
P4136 | Cautious | Taxable | USD | 2025-04-27 | 557,577 | 60,745 | 496,832 | 1 | 36.5 | 43.9 | 2.4 | 17.3 | VTI:26.9%;MUB:36.6%;BRK.B:36.6% | US:80.9;EU:7.0;APAC:5.5;EM:3.9;Other:2.7 | Value:+0.4;Growth:+0.1;Quality:-0.2;Size:+0.5;Momentum:-0.9;LowVol:+0.1 | NoMargin | 5 | 35 | 3.7 | trailing 8% | 127 | 14 | Bull | 11.9 | 4.96 | 3.1 | 100 | 12 | 42 | 28 | false | Hedge | Add TLT +1% as duration hedge | -1 | -21 | BrokerD | VWAP | 87 | null | null | Normal monitoring | 80 | -8 | 155 | 4 | false | Increase defensive factor exposure |
P4137 | Systematic | Roth | USD | 2025-07-21 | 1,022,754 | 57,279 | 965,475 | 1 | 61.6 | 20.5 | 11.8 | 6.1 | VNQ:27.0%;XLF:27.0%;VTI:27.0%;AMZN:18.9% | US:58.9;EU:11.5;APAC:11.7;EM:12.8;Other:5.2 | Value:-0.6;Growth:-0.1;Quality:-0.2;Size:-0.4;Momentum:-0.7;LowVol:+0.2 | null | 6 | 25 | 5.4 | trailing 8% | 186 | 17.4 | Bull | 17.9 | 4.54 | 3.2 | 88 | 65 | 82 | 43 | false | Buy | Add to core equity +1% | 28 | -5 | BrokerB | LMT | 89 | null | null | Normal monitoring | 79 | -36 | 80 | 4 | false | Within IPS guidelines |
P4138 | Systematic | 401k | USD | 2024-07-14 | 618,759 | 26,181 | 592,578 | 1 | 55.9 | 33.8 | 2.1 | 8.2 | QQQ:20.1%;TLT:20.5%;AAPL:14.8%;XLF:20.5%;VTI:16.7%;VOO:7.3% | US:60.7;EU:15.5;APAC:12.0;EM:8.8;Other:3.0 | Value:-0.3;Growth:-0.6;Quality:+0.2;Size:-0.9;Momentum:+0.4;LowVol:-0.6 | MaxPos6% | 10 | 35 | 5.4 | trailing 8% | 219 | 19.1 | Bear | 24.9 | 3.93 | 1.1 | 211 | -98 | 9 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | 1 | BrokerD | MKT | 90 | VAR>budget | Reduce | Risk above budget threshold | -57 | -39 | -73 | 5 | false | Tax-aware sells next window |
P4139 | Cautious | Roth | USD | 2025-12-16 | 825,946 | 110,170 | 715,776 | 1 | 41 | 37.4 | 7.9 | 13.7 | QQQ:33.3%;AMZN:33.3%;XLF:33.3% | US:67.6;EU:11.2;APAC:10.1;EM:9.8;Other:1.3 | Value:-0.0;Growth:+0.1;Quality:-0.5;Size:+0.4;Momentum:+0.4;LowVol:0.0 | ESGOnly;NoMargin | 6 | 35 | 3.9 | trailing 10% | 104 | 17.5 | Volatile | 24.3 | 3.55 | 3.9 | 128 | 38 | 55 | 56 | false | Rebalance | Shift +1% to bonds from equity | 35 | -10 | BrokerB | MKT | 95 | null | null | Normal monitoring | 53 | -43 | 43 | 3 | false | Tighten stops on momentum names |
P4140 | Systematic | Taxable | USD | 2025-05-26 | 610,712 | 48,542 | 562,170 | 1 | 55.2 | 29.6 | 6.1 | 9.2 | QQQ:10.6%;GLD:21.0%;AMZN:15.7%;BRK.B:21.0%;MUB:16.5%;VOO:15.2% | US:66.4;EU:12.2;APAC:12.4;EM:5.6;Other:3.3 | Value:+0.3;Growth:+0.4;Quality:+0.3;Size:+1.0;Momentum:+0.3;LowVol:+0.6 | null | 7 | 35 | 5.7 | hard 12% | 196 | 24.3 | Bull | 16.5 | 4.25 | 2.1 | 94 | 40 | 69 | 36 | false | Buy | Add to core equity +1% | -11 | -23 | BrokerC | LMT | 89 | null | null | Normal monitoring | 68 | 11 | 208 | 4 | false | Tighten stops on momentum names |
P4141 | Active | Trust | USD | 2025-02-25 | 1,219,375 | 107,561 | 1,111,814 | 1 | 51 | 30.3 | 12.3 | 6.5 | HYG:24.4%;TSLA:11.0%;AAPL:24.4%;IEF:15.7%;VTI:24.4% | US:61.7;EU:20.5;APAC:13.0;EM:4.7;Other:0.1 | Value:-0.8;Growth:-0.7;Quality:-0.0;Size:+0.3;Momentum:+0.3;LowVol:+0.1 | null | 7 | 35 | 5 | hard 12% | 140 | 16.5 | Sideways | 19.2 | 4.46 | 2.7 | 111 | 57 | 73 | 55 | false | Rebalance | Shift +1% to bonds from equity | 10 | -26 | BrokerD | LMT | 94 | null | null | Normal monitoring | -39 | -23 | -54 | 4 | false | Tax-aware sells next window |
P4142 | Cautious | IRA | USD | 2024-10-08 | 211,384 | 30,908 | 180,476 | 1 | 41.8 | 39.3 | 1.3 | 17.7 | TSLA:33.3%;VTI:33.3%;BRK.B:33.3% | US:68.1;EU:14.7;APAC:7.7;EM:7.8;Other:1.6 | Value:+0.2;Growth:+1.0;Quality:-0.3;Size:+0.2;Momentum:-0.2;LowVol:-0.8 | ESGOnly;NoMargin | 5 | 30 | 3.9 | trailing 8% | 165 | 19.9 | Bull | 14.6 | 3.52 | 2.9 | 87 | 69 | 90 | 28 | false | NoAction | Within bands; monitor | 12 | -20 | BrokerD | VWAP | 100 | null | null | Normal monitoring | 100 | -49 | 69 | 4 | false | Tax-aware sells next window |
P4143 | Cautious | Taxable | USD | 2024-12-31 | 343,549 | 38,858 | 304,691 | 1 | 49.5 | 39.8 | 0 | 10.7 | IEF:16.8%;MSFT:15.4%;XLF:18.6%;TLT:19.7%;AMZN:19.4%;VOO:10.1% | US:66.5;EU:10.0;APAC:12.1;EM:9.1;Other:2.2 | Value:+1.0;Growth:-0.9;Quality:-0.5;Size:+0.9;Momentum:-0.5;LowVol:+0.7 | MaxPos6%;NoDerivatives;NoMargin | 5 | 35 | 4.6 | hard 10% | 136 | 14.4 | Bull | 15.8 | 3.85 | 3.2 | 74 | 94 | 94 | 46 | false | Rebalance | Shift +1% to bonds from equity | 3 | -20 | BrokerD | LMT | 93 | null | null | Normal monitoring | 113 | 11 | 229 | 5 | false | Tighten stops on momentum names |
P4144 | Cautious | 401k | USD | 2025-04-09 | 295,572 | 28,894 | 266,678 | 1 | 35.8 | 32.7 | 13.8 | 17.7 | VOO:33.3%;AAPL:33.3%;MUB:33.3% | US:61.2;EU:13.5;APAC:12.8;EM:10.3;Other:2.2 | Value:-0.4;Growth:+0.1;Quality:+0.4;Size:0.0;Momentum:-0.1;LowVol:-0.3 | NoMargin | 5 | 25 | 5 | hard 10% | 131 | 20 | Bull | 15.5 | 3.7 | 2.1 | 70 | 20 | 73 | 36 | false | Buy | Add to core equity +1% | -11 | 15 | BrokerB | MKT | 89 | null | null | Normal monitoring | 66 | -41 | 36 | 4 | false | Within IPS guidelines |
P4145 | Active | IRA | USD | 2024-08-19 | 1,889,372 | 132,226 | 1,757,146 | 1.14 | 63.7 | 20.9 | 9.9 | 5.6 | VOO:33.3%;MUB:33.3%;VNQ:33.3% | US:66.1;EU:13.3;APAC:16.2;EM:3.9;Other:0.5 | Value:+0.7;Growth:-0.5;Quality:+0.5;Size:-0.3;Momentum:+0.8;LowVol:-0.2 | NoDerivatives | 5 | 25 | 5.5 | hard 12% | 163 | 26.9 | Volatile | 30.2 | 4.19 | 3.6 | 146 | 31 | 63 | 70 | false | Rebalance | Shift +1% to bonds from equity | 20 | 13 | BrokerD | VWAP | 87 | null | null | Normal monitoring | 76 | -47 | 144 | 4 | false | Monitor dispersion and breadth |
P4146 | Cautious | Roth | USD | 2025-10-10 | 852,462 | 72,097 | 780,365 | 1 | 39.7 | 31.6 | 16 | 12.7 | GLD:33.7%;VNQ:32.6%;TLT:33.7% | US:62.3;EU:17.2;APAC:12.4;EM:3.9;Other:4.1 | Value:-0.4;Growth:+0.5;Quality:+0.4;Size:-0.6;Momentum:-0.0;LowVol:+0.3 | ESGOnly;MaxPos7%;NoMargin | 7 | 30 | 5.5 | trailing 8% | 134 | 12.1 | Volatile | 24.4 | 4.54 | 3 | 119 | -35 | 18 | 54 | false | NoAction | Within bands; monitor | 31 | 7 | BrokerD | MKT | 0 | null | null | Normal monitoring | -6 | 14 | 46 | 3 | false | Increase defensive factor exposure |
P4147 | Cautious | Trust | USD | 2025-05-16 | 721,723 | 96,578 | 625,145 | 1 | 49.2 | 37.2 | 0 | 13.7 | VTI:17.5%;QQQ:23.9%;VOO:19.7%;BND:15.0%;AMZN:23.9% | US:72.3;EU:8.5;APAC:8.9;EM:5.2;Other:5.0 | Value:-0.4;Growth:+0.4;Quality:-0.1;Size:-0.3;Momentum:+0.6;LowVol:+0.7 | NoDerivatives;NoMargin | 5 | 30 | 5.6 | trailing 8% | 102 | 19.7 | Sideways | 19.6 | 4.62 | 2.2 | 106 | 41 | 85 | 53 | false | Rebalance | Shift +1% to bonds from equity | 8 | -18 | BrokerA | VWAP | 89 | null | null | Normal monitoring | -30 | -33 | -62 | 5 | false | Tax-aware sells next window |
P4148 | Cautious | Taxable | USD | 2025-03-17 | 359,267 | 54,683 | 304,584 | 1 | 45.6 | 31 | 9 | 14.3 | HYG:18.0%;XLF:18.2%;VNQ:22.2%;TSLA:19.5%;MSFT:22.2% | US:75.9;EU:5.7;APAC:6.9;EM:8.7;Other:2.7 | Value:+1.0;Growth:-0.6;Quality:-1.0;Size:-0.1;Momentum:+0.8;LowVol:-0.8 | NoMargin | 10 | 30 | 3 | hard 10% | 137 | 16.8 | Bull | 14.4 | 3.68 | 2.2 | 105 | 109 | 100 | 44 | true | Hedge | Buy index puts 1% notional | 11 | 6 | BrokerA | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 119 | -31 | 79 | 5 | false | Monitor dispersion and breadth |
P4149 | Systematic | 401k | USD | 2025-03-11 | 1,203,495 | 56,757 | 1,146,738 | 1 | 63.7 | 30.1 | 0.6 | 5.7 | QQQ:29.2%;VTI:29.2%;BRK.B:12.4%;HYG:29.2% | US:63.0;EU:17.3;APAC:6.3;EM:9.8;Other:3.6 | Value:-0.9;Growth:+0.7;Quality:+0.7;Size:+0.4;Momentum:+0.9;LowVol:-0.4 | MaxPos7%;NoDerivatives | 8 | 30 | 6 | hard 12% | 152 | 25.2 | Volatile | 24.9 | 5.07 | 2.5 | 143 | -57 | 13 | 62 | false | Hedge | Add TLT +1% as duration hedge | 25 | 6 | BrokerA | MKT | 88 | null | null | Normal monitoring | 51 | -18 | 181 | 5 | false | Within IPS guidelines |
P4150 | Active | Roth | USD | 2025-10-09 | 1,939,567 | 131,875 | 1,807,692 | 1.1 | 57.3 | 22 | 15 | 5.6 | AAPL:30.2%;MUB:30.2%;BRK.B:19.2%;HYG:20.4% | US:60.7;EU:17.6;APAC:13.9;EM:4.4;Other:3.4 | Value:-1.0;Growth:+0.7;Quality:-0.8;Size:-0.4;Momentum:-0.2;LowVol:0.0 | MaxPos6% | 10 | 35 | 5.5 | trailing 9% | 217 | 24.7 | Sideways | 17.7 | 4.15 | 2.7 | 140 | -14 | 41 | 48 | false | Rebalance | Shift +1% to bonds from equity | 14 | -32 | BrokerD | MKT | 98 | null | null | Normal monitoring | -8 | -52 | 53 | 5 | false | Within IPS guidelines |
P4151 | Active | Taxable | USD | 2025-07-28 | 1,905,989 | 175,407 | 1,730,582 | 1 | 54.6 | 29.4 | 9 | 7.1 | VNQ:23.7%;IEF:25.4%;TLT:25.4%;QQQ:25.4% | US:66.2;EU:16.8;APAC:6.3;EM:7.0;Other:3.7 | Value:+0.2;Growth:+0.1;Quality:+0.3;Size:-0.5;Momentum:+0.9;LowVol:+0.5 | NoDerivatives | 6 | 25 | 4.2 | trailing 8% | 123 | 16.4 | Bear | 32.6 | 3.32 | 2.2 | 138 | -33 | 32 | 79 | true | Hedge | Buy index puts 1% notional | 16 | -38 | BrokerD | LMT | 95 | VAR>budget | Hedge | Risk above budget threshold | -24 | 11 | -13 | 4 | false | Tax-aware sells next window |
P4152 | Opportunistic | Trust | USD | 2025-03-14 | 738,582 | 45,595 | 692,987 | 1 | 66.8 | 15 | 9.8 | 8.5 | IEF:22.0%;MUB:21.7%;VTI:7.0%;HYG:11.0%;AMZN:16.2%;TLT:22.0% | US:55.1;EU:12.9;APAC:15.1;EM:12.2;Other:4.7 | Value:-0.9;Growth:+0.2;Quality:0.0;Size:+0.2;Momentum:0.0;LowVol:-0.6 | null | 6 | 30 | 5.6 | trailing 9% | 230 | 22.8 | Volatile | 26 | 4.37 | 4 | 156 | 37 | 69 | 75 | true | Rebalance | Rebalance back to target bands | 0 | -1 | BrokerD | LMT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 33 | -19 | 64 | 5 | false | Within IPS guidelines |
P4153 | Cautious | Roth | USD | 2025-08-30 | 206,756 | 20,351 | 186,405 | 1 | 49.9 | 34.4 | 0 | 15.7 | TSLA:33.3%;VNQ:33.3%;QQQ:33.3% | US:71.4;EU:11.1;APAC:9.5;EM:4.4;Other:3.6 | Value:-0.9;Growth:+0.7;Quality:+0.9;Size:+0.1;Momentum:-0.3;LowVol:-0.2 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 4.9 | trailing 8% | 145 | 19.7 | Bear | 30.2 | 4.27 | 2.2 | 150 | -107 | 5 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | -32 | BrokerB | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 88 | -45 | 141 | 4 | false | Tax-aware sells next window |
P4154 | Cautious | 401k | USD | 2025-07-17 | 397,898 | 43,957 | 353,941 | 1 | 45.2 | 39 | 0 | 15.8 | GLD:14.1%;VTI:22.2%;QQQ:22.2%;BRK.B:22.2%;BND:11.0%;HYG:8.2% | US:66.9;EU:13.2;APAC:6.9;EM:9.6;Other:3.4 | Value:+0.1;Growth:-0.0;Quality:+0.9;Size:-0.5;Momentum:+0.8;LowVol:+1.0 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 5.3 | trailing 10% | 161 | 19.1 | Bull | 17.4 | 4.49 | 3.1 | 89 | 98 | 100 | 41 | false | Rebalance | Shift +1% to bonds from equity | 4 | -18 | BrokerB | LMT | 88 | null | null | Normal monitoring | 18 | -46 | 78 | 3 | false | Monitor dispersion and breadth |
P4155 | Active | Trust | USD | 2024-11-27 | 943,690 | 61,794 | 881,896 | 1.09 | 59.3 | 19.9 | 14.4 | 6.4 | QQQ:21.6%;MSFT:26.1%;XLF:26.1%;AMZN:26.1% | US:67.7;EU:12.9;APAC:7.0;EM:11.6;Other:0.9 | Value:+0.7;Growth:0.0;Quality:+0.8;Size:+0.5;Momentum:+0.7;LowVol:+0.4 | null | 8 | 35 | 5 | trailing 9% | 175 | 22.9 | Sideways | 14.9 | 4.89 | 3.2 | 139 | 38 | 77 | 45 | false | Rebalance | Shift +1% to bonds from equity | 2 | -40 | BrokerA | LMT | 90 | null | null | Normal monitoring | 30 | 13 | 150 | 3 | false | Within IPS guidelines |
P4156 | Active | Trust | USD | 2025-09-17 | 2,491,130 | 266,440 | 2,224,690 | 1 | 61.7 | 27.5 | 1 | 9.7 | HYG:26.0%;XLF:12.7%;IEF:9.3%;VOO:26.0%;AAPL:26.0% | US:78.7;EU:6.0;APAC:6.4;EM:4.8;Other:4.2 | Value:+0.2;Growth:+0.3;Quality:+0.8;Size:+0.7;Momentum:+0.2;LowVol:-0.5 | null | 5 | 25 | 5.9 | hard 12% | 130 | 17.2 | Bull | 13.8 | 4.43 | 3.1 | 74 | 57 | 70 | 45 | false | Rebalance | Shift +1% to bonds from equity | 14 | 4 | BrokerA | VWAP | 90 | null | null | Normal monitoring | -37 | -20 | -47 | 5 | false | Tax-aware sells next window |
P4157 | Hands-off | Taxable | USD | 2025-10-30 | 640,669 | 49,635 | 591,034 | 1 | 66 | 26.5 | 0 | 7.5 | AAPL:24.9%;GLD:24.9%;TLT:20.5%;VTI:11.0%;BND:18.6% | US:68.6;EU:13.3;APAC:12.2;EM:4.8;Other:1.2 | Value:-0.5;Growth:-0.0;Quality:-0.1;Size:+0.7;Momentum:-0.0;LowVol:-0.5 | NoDerivatives | 8 | 30 | 6 | hard 10% | 165 | 13.2 | Bull | 16 | 4.51 | 3 | 97 | 104 | 100 | 52 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | -10 | BrokerB | MKT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 34 | 15 | 59 | 4 | false | Tighten stops on momentum names |
P4158 | Cautious | IRA | USD | 2025-01-25 | 260,213 | 36,888 | 223,325 | 1 | 46.7 | 31.5 | 10.7 | 11.1 | MUB:26.2%;AMZN:26.2%;XLF:21.5%;BND:26.2% | US:66.9;EU:17.3;APAC:5.1;EM:7.1;Other:3.6 | Value:+0.3;Growth:-0.7;Quality:+0.6;Size:-0.5;Momentum:-0.1;LowVol:+0.9 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 4.4 | trailing 8% | 154 | 16.1 | Volatile | 28.6 | 3.79 | 4.2 | 148 | -14 | 51 | 70 | false | Sell | Trim extended winner -1% | -2 | 0 | BrokerC | LMT | 91 | null | null | Normal monitoring | 37 | 14 | 43 | 4 | false | Within IPS guidelines |
P4159 | Systematic | Roth | USD | 2025-02-27 | 519,436 | 32,662 | 486,774 | 1 | 69.3 | 24 | 1.2 | 5.5 | MSFT:10.7%;QQQ:18.5%;VOO:16.7%;GLD:20.9%;MUB:12.3%;VNQ:20.9% | US:58.5;EU:17.2;APAC:14.2;EM:9.5;Other:0.6 | Value:-0.1;Growth:-0.5;Quality:+0.2;Size:+0.3;Momentum:+0.6;LowVol:-0.1 | MaxPos8% | 7 | 35 | 4.9 | trailing 9% | 128 | 23.8 | Bear | 25.2 | 4.32 | 1.7 | 212 | -104 | 5 | 70 | false | Rebalance | Shift +1% to bonds from equity | -3 | -5 | BrokerB | LMT | 91 | null | null | Normal monitoring | -23 | -26 | 10 | 3 | false | Tax-aware sells next window |
P4160 | Hands-off | Trust | USD | 2024-12-14 | 208,264 | 14,100 | 194,164 | 1 | 63.6 | 19.3 | 8.3 | 8.8 | VNQ:16.5%;MSFT:24.0%;MUB:24.0%;BND:19.3%;BRK.B:16.2% | US:68.1;EU:13.0;APAC:10.5;EM:8.3;Other:0.0 | Value:-0.4;Growth:+0.9;Quality:+0.4;Size:-0.2;Momentum:-0.6;LowVol:-0.1 | NoDerivatives | 8 | 25 | 3.6 | hard 10% | 139 | 15.7 | Bull | 13.2 | 3.56 | 2.4 | 88 | 8 | 56 | 43 | false | Sell | Trim extended winner -1% | -11 | 11 | BrokerB | MKT | 94 | null | null | Normal monitoring | -60 | -52 | 69 | 3 | false | Within IPS guidelines |
P4161 | Opportunistic | 401k | USD | 2025-02-25 | 697,731 | 52,290 | 645,441 | 1 | 67.6 | 19.8 | 7.1 | 5.5 | XLF:22.7%;BRK.B:17.5%;AAPL:17.6%;VTI:22.7%;TLT:19.5% | US:58.3;EU:16.2;APAC:13.6;EM:10.8;Other:0.9 | Value:-1.0;Growth:-0.0;Quality:-0.4;Size:-0.9;Momentum:+0.4;LowVol:+0.6 | MaxPos7% | 10 | 25 | 5 | hard 12% | 182 | 21.1 | Sideways | 16.9 | 3.58 | 2 | 101 | -4 | 38 | 59 | false | Rebalance | Shift +1% to bonds from equity | -11 | -4 | BrokerC | MKT | 88 | null | null | Normal monitoring | -58 | 8 | 61 | 3 | false | Tighten stops on momentum names |
P4162 | Active | Taxable | USD | 2025-06-21 | 2,444,753 | 231,471 | 2,213,282 | 1.1 | 58.6 | 18.6 | 16.9 | 5.9 | MUB:9.5%;TLT:21.9%;VOO:13.6%;AMZN:19.6%;TSLA:21.9%;QQQ:13.5% | US:68.6;EU:16.5;APAC:7.5;EM:4.6;Other:2.8 | Value:+0.3;Growth:-0.5;Quality:-0.6;Size:-0.5;Momentum:-1.0;LowVol:+0.4 | null | 7 | 30 | 4.6 | trailing 8% | 184 | 21 | Volatile | 30.6 | 4.84 | 3 | 118 | 29 | 64 | 80 | true | Rebalance | Rebalance back to target bands | -11 | 13 | BrokerB | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | 55 | -16 | 132 | 3 | false | Tax-aware sells next window |
P4163 | Cautious | Roth | USD | 2025-06-11 | 295,120 | 33,510 | 261,610 | 1 | 36.3 | 42.9 | 9.6 | 11.2 | TSLA:11.5%;BND:20.8%;VOO:20.8%;AAPL:15.5%;MUB:18.7%;VNQ:12.6% | US:60.1;EU:15.1;APAC:13.6;EM:9.8;Other:1.4 | Value:-0.7;Growth:+0.6;Quality:+0.5;Size:+0.6;Momentum:-0.5;LowVol:-0.5 | NoMargin | 6 | 25 | 5.5 | trailing 8% | 129 | 18 | Bull | 14.9 | 4.04 | 3.1 | 94 | 72 | 83 | 26 | false | Rebalance | Shift +1% to bonds from equity | 17 | -15 | BrokerB | VWAP | 87 | null | null | Normal monitoring | 120 | 8 | 169 | 4 | false | Tax-aware sells next window |
P4164 | Hands-off | IRA | USD | 2025-12-18 | 629,464 | 31,112 | 598,352 | 1 | 64.1 | 19.5 | 7.4 | 9 | HYG:33.3%;XLF:33.3%;MSFT:33.3% | US:62.9;EU:21.0;APAC:7.4;EM:8.4;Other:0.4 | Value:+0.7;Growth:-1.0;Quality:+1.0;Size:+0.7;Momentum:-0.8;LowVol:+0.6 | ESGOnly;NoDerivatives | 6 | 30 | 3.8 | trailing 8% | 162 | 19.9 | Volatile | 23.3 | 4.93 | 2.2 | 158 | 46 | 67 | 70 | false | Sell | Trim extended winner -1% | -5 | -20 | BrokerC | MKT | 96 | null | null | Normal monitoring | 65 | -13 | 54 | 5 | false | Increase defensive factor exposure |
P4165 | Hands-off | 401k | USD | 2025-01-30 | 649,734 | 32,903 | 616,831 | 1 | 65.6 | 26.9 | 0 | 7.5 | VTI:35.7%;GLD:28.6%;MUB:35.7% | US:58.0;EU:15.8;APAC:12.9;EM:9.5;Other:3.8 | Value:-0.6;Growth:-0.2;Quality:-0.2;Size:+0.8;Momentum:-0.0;LowVol:-0.8 | ESGOnly | 6 | 25 | 3.2 | hard 10% | 91 | 17.5 | Bear | 24.2 | 3.29 | 1.8 | 135 | -115 | 5 | 62 | false | Buy | Add to core equity +1% | 21 | -27 | BrokerA | MKT | 89 | null | null | Normal monitoring | 90 | -27 | 151 | 5 | false | Tighten stops on momentum names |
P4166 | Hands-off | 401k | USD | 2025-02-05 | 310,485 | 12,495 | 297,990 | 1 | 57.6 | 21.6 | 12.4 | 8.4 | VOO:28.5%;AMZN:28.5%;MUB:14.6%;MSFT:28.5% | US:66.4;EU:9.5;APAC:13.0;EM:10.7;Other:0.4 | Value:-0.5;Growth:+0.1;Quality:+1.0;Size:-0.3;Momentum:-0.4;LowVol:+0.4 | MaxPos8%;NoDerivatives | 10 | 35 | 5.4 | trailing 8% | 164 | 16.3 | Bull | 17.2 | 4.43 | 3.5 | 80 | 41 | 60 | 52 | false | Rebalance | Shift +1% to bonds from equity | 6 | -4 | BrokerA | MKT | 87 | null | null | Normal monitoring | -45 | 3 | -9 | 5 | false | Increase defensive factor exposure |
P4167 | Hands-off | 401k | USD | 2024-08-08 | 475,967 | 45,675 | 430,292 | 1 | 62.6 | 28.5 | 0 | 8.9 | AAPL:22.7%;BND:22.7%;XLF:22.7%;VNQ:9.1%;MUB:22.7% | US:74.3;EU:7.3;APAC:9.5;EM:6.0;Other:2.9 | Value:+0.9;Growth:-0.3;Quality:-0.5;Size:-1.0;Momentum:-0.5;LowVol:+0.9 | MaxPos8% | 5 | 35 | 5.2 | hard 10% | 169 | 17.9 | Volatile | 28.5 | 4.12 | 2.1 | 170 | -15 | 55 | 84 | true | Hedge | Buy index puts 1% notional | 20 | -35 | BrokerA | MKT | 93 | VAR>budget | Reduce | Risk above budget threshold | 83 | 14 | 163 | 3 | false | Within IPS guidelines |
P4168 | Hands-off | IRA | USD | 2024-09-27 | 235,581 | 22,856 | 212,725 | 1 | 68.3 | 16.7 | 8.7 | 6.3 | VNQ:21.5%;HYG:9.6%;AMZN:21.5%;TSLA:6.6%;XLF:21.5%;MSFT:19.4% | US:66.6;EU:9.9;APAC:12.9;EM:6.0;Other:4.6 | Value:-0.6;Growth:+0.8;Quality:+0.9;Size:+0.9;Momentum:+0.7;LowVol:-0.0 | ESGOnly | 10 | 35 | 5.7 | hard 10% | 160 | 16.9 | Bear | 27 | 3.75 | 1.8 | 148 | -14 | 39 | 68 | false | Buy | Add to core equity +1% | 23 | -12 | BrokerD | MKT | 96 | null | null | Normal monitoring | 107 | 5 | 133 | 5 | false | Within IPS guidelines |
P4169 | Systematic | Taxable | USD | 2025-05-23 | 406,239 | 28,102 | 378,137 | 1 | 59.7 | 28.8 | 4.1 | 7.5 | IEF:33.3%;AAPL:33.3%;VNQ:33.3% | US:69.1;EU:13.4;APAC:8.5;EM:7.4;Other:1.6 | Value:+0.8;Growth:+0.3;Quality:-0.3;Size:-0.1;Momentum:-0.2;LowVol:-0.4 | null | 7 | 25 | 4.6 | trailing 9% | 179 | 16.7 | Bull | 11.4 | 4.19 | 3.2 | 104 | 30 | 57 | 47 | false | Buy | Add to core equity +1% | 35 | -18 | BrokerB | VWAP | 94 | null | null | Normal monitoring | -34 | -49 | -5 | 3 | false | Increase defensive factor exposure |
P4170 | Opportunistic | IRA | USD | 2024-11-27 | 651,069 | 46,484 | 604,585 | 1 | 67.7 | 11 | 14.8 | 6.5 | BND:22.9%;TSLA:22.9%;TLT:17.4%;HYG:13.8%;VTI:22.9% | US:74.6;EU:5.8;APAC:12.7;EM:3.9;Other:3.0 | Value:-0.4;Growth:+0.7;Quality:-0.9;Size:+0.9;Momentum:-0.9;LowVol:-0.7 | null | 10 | 30 | 4.6 | trailing 9% | 237 | 20.5 | Bear | 27.9 | 3.95 | 1.9 | 198 | 14 | 63 | 83 | true | Hedge | Buy index puts 1% notional | 17 | -25 | BrokerB | MKT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -59 | 18 | -6 | 2 | false | Within IPS guidelines |
P4171 | Hands-off | Trust | USD | 2025-09-12 | 792,370 | 47,170 | 745,200 | 1 | 67.8 | 17.5 | 6.7 | 8 | IEF:33.3%;QQQ:33.3%;MUB:33.3% | US:64.7;EU:15.9;APAC:8.2;EM:8.3;Other:2.9 | Value:+0.3;Growth:-0.5;Quality:+0.3;Size:-0.1;Momentum:-0.2;LowVol:+0.8 | null | 5 | 25 | 3.2 | trailing 8% | 149 | 17 | Sideways | 19.1 | 3.57 | 2.4 | 126 | 28 | 63 | 63 | false | Sell | Trim extended winner -1% | 20 | -25 | BrokerC | LMT | 100 | null | null | Normal monitoring | -29 | -19 | 93 | 3 | false | Within IPS guidelines |
P4172 | Hands-off | 401k | USD | 2024-12-17 | 567,108 | 49,977 | 517,131 | 1 | 59 | 18.9 | 15 | 7.1 | GLD:21.5%;BND:21.5%;HYG:20.4%;MSFT:8.9%;VTI:14.9%;VOO:12.8% | US:56.8;EU:17.9;APAC:12.1;EM:10.5;Other:2.8 | Value:-0.7;Growth:-0.4;Quality:-0.0;Size:-0.4;Momentum:+0.6;LowVol:-0.8 | ESGOnly | 8 | 30 | 3.6 | trailing 8% | 164 | 19.9 | Bull | 15.4 | 3.54 | 2.4 | 76 | 23 | 73 | 49 | false | Rebalance | Shift +1% to bonds from equity | 5 | -21 | BrokerA | LMT | 85 | null | null | Normal monitoring | -14 | -18 | 77 | 3 | false | Tighten stops on momentum names |
P4173 | Hands-off | Roth | USD | 2024-11-28 | 355,537 | 21,385 | 334,152 | 1 | 63.5 | 17.9 | 12.9 | 5.7 | TSLA:25.2%;HYG:24.3%;BND:25.2%;IEF:25.2% | US:60.0;EU:7.9;APAC:16.6;EM:10.4;Other:5.0 | Value:+0.2;Growth:+0.3;Quality:-0.1;Size:0.0;Momentum:-0.2;LowVol:+0.1 | MaxPos8% | 7 | 35 | 5.8 | trailing 8% | 91 | 19.4 | Bull | 12.7 | 3.94 | 3.1 | 117 | 1 | 39 | 41 | true | Hedge | Buy index puts 1% notional | 30 | -39 | BrokerA | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 22 | -41 | 88 | 5 | true | Within IPS guidelines |
P4174 | Active | Taxable | USD | 2024-08-10 | 2,165,801 | 164,818 | 2,000,983 | 1.17 | 57 | 20.4 | 14.3 | 8.4 | AAPL:24.2%;BRK.B:24.2%;AMZN:24.2%;HYG:18.0%;VNQ:9.5% | US:73.6;EU:15.1;APAC:5.8;EM:3.3;Other:2.3 | Value:+0.3;Growth:-0.5;Quality:+0.3;Size:-0.2;Momentum:+0.3;LowVol:-0.7 | null | 5 | 30 | 5.5 | trailing 8% | 129 | 26.5 | Bear | 30.6 | 3.33 | 1.2 | 159 | 24 | 69 | 70 | false | Rebalance | Shift +1% to bonds from equity | 19 | -14 | BrokerB | MKT | 100 | null | null | Normal monitoring | 36 | -21 | 136 | 4 | false | Tax-aware sells next window |
P4175 | Active | Roth | USD | 2024-12-04 | 1,208,725 | 114,518 | 1,094,207 | 1 | 62.5 | 25.5 | 4.5 | 7.5 | VNQ:25.0%;BRK.B:25.0%;TSLA:25.0%;GLD:25.0% | US:65.2;EU:16.0;APAC:8.4;EM:7.5;Other:2.9 | Value:+0.7;Growth:+0.1;Quality:-0.9;Size:+0.1;Momentum:+0.6;LowVol:-0.6 | MaxPos7% | 7 | 30 | 5.2 | hard 12% | 158 | 22.9 | Volatile | 26.9 | 5.41 | 3.7 | 152 | -59 | 17 | 68 | false | Sell | Trim extended winner -1% | -5 | -35 | BrokerD | MKT | 87 | null | null | Normal monitoring | 78 | -41 | 158 | 5 | false | Within IPS guidelines |
P4176 | Systematic | Roth | USD | 2025-06-13 | 840,652 | 72,588 | 768,064 | 1 | 63.8 | 26.8 | 3.6 | 5.8 | VNQ:19.9%;TSLA:23.0%;GLD:23.0%;AMZN:13.2%;BRK.B:20.8% | US:75.7;EU:6.9;APAC:6.8;EM:6.0;Other:4.7 | Value:-0.4;Growth:+0.2;Quality:-0.7;Size:+1.0;Momentum:-1.0;LowVol:-0.8 | null | 7 | 35 | 4.9 | hard 12% | 175 | 24.9 | Bull | 13 | 4.8 | 2.3 | 90 | 27 | 70 | 43 | false | Buy | Add to core equity +1% | -7 | -22 | BrokerC | LMT | 85 | null | null | Normal monitoring | 74 | -52 | 57 | 3 | false | Tax-aware sells next window |
P4177 | Systematic | Taxable | USD | 2025-07-15 | 1,839,406 | 112,801 | 1,726,605 | 1 | 61.9 | 26.9 | 5.8 | 5.5 | VTI:16.2%;MUB:22.9%;TLT:21.9%;IEF:16.2%;TSLA:22.9% | US:66.9;EU:11.6;APAC:12.4;EM:6.3;Other:2.7 | Value:+0.4;Growth:-0.3;Quality:-0.7;Size:-0.3;Momentum:0.0;LowVol:+0.2 | null | 8 | 35 | 4.6 | hard 12% | 160 | 17 | Bull | 13.8 | 4.28 | 3.5 | 105 | 117 | 100 | 44 | false | Rebalance | Shift +1% to bonds from equity | 34 | -31 | BrokerD | LMT | 87 | null | null | Normal monitoring | -17 | -14 | -12 | 5 | false | Increase defensive factor exposure |
P4178 | Active | 401k | USD | 2025-11-20 | 1,673,879 | 189,570 | 1,484,309 | 1.07 | 51.8 | 22.8 | 16.7 | 8.7 | GLD:23.3%;MSFT:15.4%;XLF:23.3%;BND:23.3%;AAPL:14.7% | US:66.1;EU:10.9;APAC:9.0;EM:10.6;Other:3.5 | Value:+0.4;Growth:-0.8;Quality:-0.7;Size:+0.6;Momentum:+0.1;LowVol:-0.5 | null | 10 | 35 | 4.5 | trailing 8% | 211 | 24.5 | Volatile | 25.1 | 4.99 | 4 | 140 | 73 | 78 | 66 | false | Rebalance | Shift +1% to bonds from equity | 34 | 5 | BrokerD | LMT | 91 | null | null | Normal monitoring | 34 | 17 | 131 | 4 | false | Tax-aware sells next window |
P4179 | Opportunistic | Taxable | USD | 2024-09-23 | 1,195,739 | 61,949 | 1,133,790 | 1 | 70.5 | 14.1 | 10.1 | 5.2 | QQQ:33.3%;VOO:33.3%;TLT:33.3% | US:77.5;EU:7.5;APAC:8.0;EM:4.4;Other:2.6 | Value:-0.9;Growth:+0.6;Quality:-0.8;Size:-0.1;Momentum:+0.1;LowVol:-0.2 | null | 8 | 25 | 6 | trailing 7% | 221 | 29.5 | Bull | 14.2 | 3.85 | 2.7 | 92 | 84 | 86 | 44 | false | NoAction | Within bands; monitor | 17 | 2 | BrokerC | MKT | 0 | null | null | Normal monitoring | -55 | 1 | -35 | 5 | false | Tax-aware sells next window |
P4180 | Hands-off | 401k | USD | 2025-03-04 | 433,975 | 29,731 | 404,244 | 1 | 68.9 | 23.2 | 0.4 | 7.5 | TLT:13.8%;VOO:16.2%;VNQ:23.3%;GLD:23.3%;XLF:23.3% | US:69.2;EU:12.7;APAC:10.9;EM:4.2;Other:3.0 | Value:+0.6;Growth:-0.2;Quality:+0.1;Size:+0.2;Momentum:-0.2;LowVol:-0.9 | ESGOnly;MaxPos5% | 6 | 35 | 3.7 | trailing 10% | 170 | 18.3 | Bear | 28 | 4.27 | 1.2 | 135 | -88 | 5 | 85 | true | Hedge | Buy index puts 1% notional | 32 | -25 | BrokerA | MKT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -60 | -9 | 77 | 5 | false | Monitor dispersion and breadth |
P4181 | Active | 401k | USD | 2024-08-13 | 1,074,783 | 124,142 | 950,641 | 1 | 56.9 | 18.2 | 16.3 | 8.5 | GLD:29.0%;TSLA:29.0%;MUB:29.0%;HYG:13.0% | US:64.5;EU:10.6;APAC:13.0;EM:7.0;Other:4.9 | Value:+0.6;Growth:-0.0;Quality:-0.5;Size:-0.7;Momentum:-0.0;LowVol:-0.1 | NoDerivatives | 8 | 25 | 4.2 | hard 12% | 203 | 22.1 | Bull | 17.8 | 3.52 | 2.1 | 70 | 120 | 100 | 56 | false | NoAction | Within bands; monitor | 30 | -9 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 81 | -26 | 121 | 4 | false | Within IPS guidelines |
P4182 | Systematic | IRA | USD | 2025-02-07 | 701,820 | 40,071 | 661,749 | 1 | 60.5 | 30.6 | 0 | 8.9 | MUB:27.8%;QQQ:27.8%;VNQ:16.7%;AMZN:27.8% | US:61.0;EU:16.6;APAC:13.5;EM:6.3;Other:2.5 | Value:+0.1;Growth:-0.7;Quality:+0.8;Size:+0.9;Momentum:+0.9;LowVol:-0.7 | null | 5 | 30 | 5 | trailing 9% | 145 | 27.3 | Volatile | 24.9 | 4.88 | 3.6 | 156 | -58 | 13 | 66 | true | Hedge | Buy index puts 1% notional | 20 | -15 | BrokerA | LMT | 97 | VAR>budget | Reduce | Risk above budget threshold | 88 | -41 | 108 | 2 | false | Tax-aware sells next window |
P4183 | Active | 401k | USD | 2025-04-30 | 1,622,359 | 136,641 | 1,485,718 | 1 | 62.2 | 22.2 | 7.5 | 8 | MSFT:27.7%;BND:16.9%;TLT:27.7%;AMZN:27.7% | US:76.7;EU:5.5;APAC:7.7;EM:5.4;Other:4.8 | Value:-0.5;Growth:+0.7;Quality:+0.9;Size:-0.2;Momentum:0.0;LowVol:-0.8 | null | 8 | 30 | 4.1 | trailing 8% | 228 | 25.7 | Bear | 22.2 | 3.3 | 3 | 205 | -61 | 31 | 62 | false | Sell | Trim extended winner -1% | 24 | -22 | BrokerC | LMT | 93 | null | null | Normal monitoring | 97 | -37 | 199 | 4 | false | Increase defensive factor exposure |
P4184 | Systematic | 401k | USD | 2025-03-25 | 1,672,363 | 115,177 | 1,557,186 | 1 | 57.5 | 32.7 | 1.7 | 8.1 | AMZN:33.9%;VTI:32.1%;HYG:33.9% | US:72.5;EU:12.5;APAC:8.6;EM:3.7;Other:2.7 | Value:-0.5;Growth:-0.2;Quality:+0.2;Size:0.0;Momentum:-0.7;LowVol:+0.8 | MaxPos6% | 10 | 25 | 5.1 | trailing 9% | 209 | 22.7 | Volatile | 23.4 | 4.19 | 2.1 | 111 | 70 | 98 | 59 | false | Rebalance | Shift +1% to bonds from equity | 10 | -40 | BrokerA | LMT | 90 | null | null | Normal monitoring | -57 | -57 | 66 | 3 | false | Tighten stops on momentum names |
P4185 | Cautious | Taxable | USD | 2024-10-26 | 656,309 | 94,709 | 561,600 | 1 | 44.2 | 37.1 | 8.4 | 10.3 | HYG:12.6%;VTI:14.3%;MSFT:21.3%;VOO:21.3%;QQQ:12.3%;BRK.B:18.3% | US:63.8;EU:13.3;APAC:10.3;EM:7.7;Other:4.9 | Value:+0.7;Growth:-0.5;Quality:-0.3;Size:+0.8;Momentum:-0.8;LowVol:-0.2 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 6 | 35 | 3.3 | hard 10% | 150 | 18.6 | Sideways | 17.3 | 3.51 | 3.2 | 103 | 31 | 50 | 32 | false | Rebalance | Shift +1% to bonds from equity | -11 | 1 | BrokerD | LMT | 92 | null | null | Normal monitoring | 27 | -11 | 61 | 4 | false | Within IPS guidelines |
P4186 | Hands-off | Trust | USD | 2024-07-12 | 728,506 | 37,651 | 690,855 | 1 | 65.3 | 28.7 | 0 | 5.9 | MSFT:34.0%;BRK.B:34.0%;VNQ:32.1% | US:66.1;EU:14.3;APAC:7.6;EM:7.9;Other:4.2 | Value:-0.2;Growth:+0.7;Quality:+0.5;Size:-0.2;Momentum:+0.8;LowVol:+0.1 | ESGOnly;NoDerivatives | 7 | 25 | 3 | trailing 10% | 94 | 14.1 | Bull | 16.6 | 4.86 | 2.6 | 101 | 5 | 42 | 54 | false | NoAction | Within bands; monitor | 6 | -9 | BrokerB | MKT | 0 | null | null | Normal monitoring | 33 | 19 | 155 | 5 | false | Increase defensive factor exposure |
P4187 | Active | 401k | USD | 2025-09-29 | 1,170,377 | 96,459 | 1,073,918 | 1.24 | 64.5 | 26 | 2.1 | 7.4 | IEF:24.0%;MSFT:16.1%;GLD:24.0%;HYG:23.2%;VNQ:12.8% | US:70.9;EU:6.7;APAC:15.7;EM:3.4;Other:3.2 | Value:-0.5;Growth:-0.9;Quality:+0.6;Size:-0.8;Momentum:+0.8;LowVol:-1.0 | null | 8 | 30 | 4.3 | trailing 8% | 132 | 23.6 | Sideways | 19.9 | 4.33 | 3.1 | 124 | -30 | 47 | 50 | false | Rebalance | Shift +1% to bonds from equity | -14 | 3 | BrokerB | LMT | 93 | null | null | Normal monitoring | 115 | 7 | 206 | 3 | false | Tax-aware sells next window |
P4188 | Hands-off | Trust | USD | 2024-08-06 | 252,101 | 22,462 | 229,639 | 1 | 61.9 | 25 | 5 | 8.1 | GLD:15.0%;QQQ:13.8%;VNQ:20.0%;BRK.B:12.7%;XLF:20.2%;TSLA:18.2% | US:68.0;EU:10.6;APAC:8.1;EM:12.0;Other:1.3 | Value:-0.3;Growth:-0.4;Quality:+0.3;Size:0.0;Momentum:-0.7;LowVol:-0.5 | ESGOnly;MaxPos7% | 10 | 25 | 5.2 | trailing 8% | 140 | 15 | Bull | 12 | 4.53 | 2.2 | 98 | 72 | 88 | 46 | false | Sell | Trim extended winner -1% | 17 | 10 | BrokerC | MKT | 93 | null | null | Normal monitoring | 9 | 9 | 81 | 4 | false | Within IPS guidelines |
P4189 | Opportunistic | Taxable | USD | 2025-10-27 | 1,101,867 | 75,063 | 1,026,804 | 1 | 69 | 13.6 | 9.3 | 8.1 | GLD:23.3%;BND:10.8%;TLT:23.3%;AAPL:22.2%;VOO:20.6% | US:58.7;EU:20.1;APAC:15.1;EM:6.1;Other:0.0 | Value:+0.6;Growth:-0.6;Quality:+0.8;Size:+0.6;Momentum:0.0;LowVol:+0.4 | MaxPos7%;NoDerivatives | 5 | 30 | 4.3 | trailing 7% | 180 | 23.4 | Bear | 30.7 | 4.43 | 1.7 | 134 | -75 | 5 | 75 | true | Hedge | Buy index puts 1% notional | 35 | 12 | BrokerB | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 96 | -10 | 77 | 4 | false | Tighten stops on momentum names |
P4190 | Hands-off | Taxable | USD | 2024-12-23 | 882,603 | 42,596 | 840,007 | 1 | 58.4 | 19.4 | 14.9 | 7.3 | XLF:12.7%;TSLA:15.3%;TLT:10.7%;IEF:23.4%;HYG:14.5%;BND:23.4% | US:64.6;EU:6.5;APAC:10.8;EM:12.6;Other:5.6 | Value:-0.1;Growth:-0.4;Quality:-0.4;Size:0.0;Momentum:-0.5;LowVol:+0.5 | ESGOnly;MaxPos8%;NoDerivatives | 10 | 30 | 5.6 | hard 10% | 141 | 16.8 | Bull | 14.5 | 4.08 | 2.5 | 119 | 63 | 96 | 51 | false | NoAction | Within bands; monitor | 22 | -9 | BrokerB | MKT | 0 | null | null | Normal monitoring | 80 | 13 | 178 | 4 | false | Tighten stops on momentum names |
P4191 | Hands-off | IRA | USD | 2025-03-27 | 867,877 | 48,459 | 819,418 | 1 | 66.6 | 25.3 | 0 | 8.2 | AMZN:24.8%;VNQ:37.6%;VTI:37.6% | US:59.5;EU:16.2;APAC:13.0;EM:5.9;Other:5.4 | Value:-0.4;Growth:-0.1;Quality:+0.9;Size:-0.8;Momentum:-0.8;LowVol:-0.8 | MaxPos6% | 10 | 25 | 5 | hard 10% | 124 | 17.1 | Bull | 14.1 | 3.76 | 3.5 | 90 | 0 | 35 | 51 | false | Buy | Add to core equity +1% | -11 | 2 | BrokerA | LMT | 98 | null | null | Normal monitoring | 105 | 6 | 114 | 3 | false | Monitor dispersion and breadth |
P4192 | Hands-off | 401k | USD | 2024-11-14 | 173,305 | 11,657 | 161,648 | 1 | 68.1 | 24.2 | 0 | 7.7 | MUB:25.9%;IEF:25.9%;AAPL:22.4%;VNQ:25.9% | US:68.5;EU:16.2;APAC:9.7;EM:5.6;Other:0.1 | Value:-0.3;Growth:-0.8;Quality:-0.1;Size:+0.8;Momentum:+0.6;LowVol:-0.0 | NoDerivatives | 6 | 35 | 5.6 | hard 10% | 161 | 19.7 | Volatile | 27.8 | 3.6 | 4.1 | 140 | 17 | 67 | 70 | false | Rebalance | Shift +1% to bonds from equity | 31 | -12 | BrokerC | LMT | 88 | null | null | Normal monitoring | 79 | -50 | 213 | 5 | false | Tax-aware sells next window |
P4193 | Systematic | Roth | USD | 2024-07-21 | 1,417,423 | 116,605 | 1,300,818 | 1 | 68 | 25.5 | 0 | 6.5 | VNQ:22.7%;GLD:23.4%;XLF:11.4%;IEF:19.1%;MSFT:23.4% | US:60.8;EU:10.4;APAC:16.0;EM:10.5;Other:2.3 | Value:+0.1;Growth:-0.8;Quality:+0.2;Size:+1.0;Momentum:-0.8;LowVol:0.0 | MaxPos6% | 5 | 25 | 4.3 | trailing 9% | 131 | 18.9 | Volatile | 20.5 | 5.49 | 3.4 | 170 | 72 | 77 | 57 | false | Buy | Add to core equity +1% | 31 | -40 | BrokerD | VWAP | 96 | null | null | Normal monitoring | 109 | -31 | 220 | 5 | false | Tax-aware sells next window |
P4194 | Hands-off | 401k | USD | 2025-02-12 | 316,000 | 25,385 | 290,615 | 1 | 69.1 | 20.1 | 4.5 | 6.2 | TSLA:9.6%;VTI:21.2%;AMZN:14.1%;IEF:16.6%;BRK.B:21.2%;TLT:17.4% | US:57.0;EU:18.7;APAC:12.3;EM:10.2;Other:1.7 | Value:-0.6;Growth:-0.9;Quality:+0.3;Size:0.0;Momentum:-0.8;LowVol:-0.3 | ESGOnly;MaxPos7% | 7 | 35 | 4.6 | trailing 8% | 108 | 14.7 | Bull | 17 | 4.84 | 2.1 | 84 | 37 | 57 | 48 | false | Rebalance | Shift +1% to bonds from equity | -2 | 6 | BrokerA | LMT | 95 | null | null | Normal monitoring | 70 | -35 | 109 | 4 | false | Increase defensive factor exposure |
P4195 | Systematic | IRA | USD | 2025-10-07 | 493,324 | 34,082 | 459,242 | 1 | 57.4 | 29.5 | 3.9 | 9.2 | VNQ:25.7%;BND:25.7%;QQQ:22.9%;XLF:25.7% | US:69.5;EU:17.1;APAC:6.9;EM:3.5;Other:2.9 | Value:+0.5;Growth:-0.3;Quality:+0.7;Size:+0.9;Momentum:+0.3;LowVol:+0.9 | MaxPos5% | 8 | 35 | 5.9 | trailing 8% | 190 | 24.6 | Bear | 30.1 | 3.83 | 2.4 | 182 | -32 | 25 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | -23 | BrokerC | VWAP | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -48 | 19 | 62 | 4 | false | Tighten stops on momentum names |
P4196 | Hands-off | Taxable | USD | 2025-12-21 | 164,084 | 8,909 | 155,175 | 1 | 72.9 | 16.1 | 3.4 | 7.6 | AAPL:25.0%;TLT:25.0%;BRK.B:25.0%;MSFT:25.0% | US:68.6;EU:6.0;APAC:14.0;EM:8.5;Other:2.9 | Value:+0.5;Growth:-0.7;Quality:+0.4;Size:+0.2;Momentum:+0.2;LowVol:+0.6 | null | 7 | 30 | 5.4 | trailing 8% | 162 | 14.2 | Bear | 23.7 | 4.05 | 1.6 | 148 | -68 | 28 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -35 | BrokerC | LMT | 98 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 81 | -45 | 142 | 4 | false | Tax-aware sells next window |
P4197 | Opportunistic | IRA | USD | 2024-10-02 | 316,502 | 17,063 | 299,439 | 1 | 73.8 | 13.2 | 5.1 | 7.9 | IEF:25.0%;AMZN:25.0%;BND:25.0%;VOO:25.0% | US:65.8;EU:9.7;APAC:17.8;EM:4.0;Other:2.7 | Value:+0.7;Growth:+0.2;Quality:-0.2;Size:+0.5;Momentum:+0.9;LowVol:+0.7 | MaxPos6% | 7 | 30 | 5.9 | hard 12% | 245 | 28.7 | Volatile | 22.3 | 5.1 | 4.2 | 179 | -16 | 55 | 58 | true | Hedge | Buy index puts 1% notional | -11 | -17 | BrokerA | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | 105 | -35 | 244 | 5 | false | Tighten stops on momentum names |
P4198 | Hands-off | Trust | USD | 2025-07-23 | 224,084 | 14,460 | 209,624 | 1 | 69.9 | 16.1 | 4.8 | 9.1 | QQQ:19.0%;IEF:21.6%;GLD:16.1%;BND:21.6%;TLT:21.6% | US:67.3;EU:8.0;APAC:13.6;EM:9.1;Other:1.9 | Value:-0.9;Growth:-0.2;Quality:+0.1;Size:-0.6;Momentum:-0.8;LowVol:0.0 | MaxPos6% | 8 | 30 | 5.8 | trailing 8% | 151 | 15.8 | Volatile | 27.2 | 5.34 | 2.1 | 175 | 5 | 39 | 81 | true | Hedge | Buy index puts 1% notional | -1 | 15 | BrokerB | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 39 | 5 | 159 | 5 | false | Increase defensive factor exposure |
P4199 | Systematic | IRA | USD | 2024-09-12 | 1,239,270 | 89,688 | 1,149,582 | 1 | 60.9 | 30.2 | 0 | 8.9 | XLF:16.3%;IEF:11.7%;HYG:20.8%;TLT:13.0%;MSFT:17.5%;VOO:20.8% | US:70.7;EU:7.2;APAC:11.4;EM:7.1;Other:3.6 | Value:-1.0;Growth:-0.3;Quality:0.0;Size:+0.5;Momentum:-0.1;LowVol:-0.4 | null | 10 | 35 | 5.1 | trailing 9% | 172 | 17.9 | Bull | 16 | 4.12 | 3.1 | 74 | 67 | 69 | 40 | false | Rebalance | Shift +1% to bonds from equity | 32 | -35 | BrokerB | MKT | 92 | null | null | Normal monitoring | 87 | -19 | 214 | 4 | false | Increase defensive factor exposure |
P4200 | Hands-off | Trust | USD | 2024-10-25 | 220,835 | 17,324 | 203,511 | 1 | 68.4 | 22.1 | 0 | 9.5 | AMZN:25.0%;VOO:25.0%;MSFT:25.0%;XLF:25.0% | US:61.5;EU:11.7;APAC:13.7;EM:8.5;Other:4.6 | Value:+0.8;Growth:-0.4;Quality:+0.5;Size:+0.3;Momentum:+0.1;LowVol:-0.7 | ESGOnly | 5 | 35 | 5.8 | trailing 8% | 168 | 19.6 | Bull | 17.1 | 3.72 | 3.3 | 117 | 104 | 100 | 63 | false | Rebalance | Shift +1% to bonds from equity | 12 | 2 | BrokerD | LMT | 97 | null | null | Normal monitoring | 90 | -59 | 197 | 4 | false | Within IPS guidelines |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.