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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4201 | Active | Trust | USD | 2025-06-27 | 1,549,272 | 116,690 | 1,432,582 | 1 | 66.2 | 22.9 | 5 | 5.9 | BND:33.3%;VTI:33.3%;AMZN:33.3% | US:73.5;EU:10.3;APAC:8.4;EM:4.1;Other:3.7 | Value:-0.1;Growth:+0.8;Quality:-0.4;Size:-0.8;Momentum:-0.7;LowVol:+0.1 | MaxPos8% | 5 | 35 | 5.8 | trailing 8% | 223 | 20.4 | Volatile | 29.1 | 3.71 | 3.6 | 180 | -4 | 56 | 83 | true | Rebalance | Rebalance back to target bands | 5 | -20 | BrokerA | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | 36 | -6 | -4 | 3 | false | Increase defensive factor exposure |
P4202 | Cautious | Trust | USD | 2025-09-05 | 481,786 | 75,172 | 406,614 | 1 | 52.5 | 30.5 | 2.2 | 14.8 | MSFT:26.8%;XLF:19.5%;QQQ:26.8%;AAPL:26.8% | US:66.6;EU:13.9;APAC:11.4;EM:6.0;Other:2.1 | Value:+0.2;Growth:+0.1;Quality:-0.4;Size:+0.3;Momentum:+0.8;LowVol:+0.6 | MaxPos5%;NoDerivatives;NoMargin | 7 | 35 | 5.8 | trailing 8% | 123 | 14.4 | Bear | 24.5 | 3.1 | 1 | 170 | -55 | 22 | 65 | false | Rebalance | Shift +1% to bonds from equity | 25 | -10 | BrokerD | MKT | 85 | null | null | Normal monitoring | 61 | -4 | 42 | 4 | false | Tighten stops on momentum names |
P4203 | Active | IRA | USD | 2024-11-22 | 960,161 | 80,707 | 879,454 | 1.16 | 62.7 | 20.8 | 7.8 | 8.7 | AAPL:33.3%;BND:33.3%;GLD:33.3% | US:69.1;EU:8.1;APAC:10.6;EM:10.3;Other:1.9 | Value:+0.5;Growth:+0.3;Quality:+0.7;Size:-0.6;Momentum:+0.4;LowVol:+0.3 | NoDerivatives | 7 | 30 | 4 | trailing 9% | 166 | 26.1 | Volatile | 27.1 | 5.27 | 4 | 142 | 34 | 81 | 61 | false | Sell | Trim extended winner -1% | -5 | -18 | BrokerD | MKT | 91 | null | null | Normal monitoring | 111 | -58 | 129 | 5 | false | Within IPS guidelines |
P4204 | Opportunistic | Taxable | USD | 2025-09-27 | 1,252,188 | 97,184 | 1,155,004 | 1 | 60.1 | 13.1 | 21.6 | 5.3 | VOO:25.6%;BND:25.6%;QQQ:25.6%;IEF:23.1% | US:71.7;EU:9.7;APAC:10.0;EM:3.8;Other:4.8 | Value:0.0;Growth:+0.7;Quality:-0.7;Size:+1.0;Momentum:-0.3;LowVol:-0.3 | MaxPos8%;NoDerivatives | 6 | 30 | 4.1 | trailing 7% | 177 | 23.3 | Bull | 12 | 4.09 | 3 | 73 | 97 | 100 | 47 | false | Hedge | Add TLT +1% as duration hedge | 8 | -2 | BrokerC | MKT | 88 | null | null | Normal monitoring | 65 | -40 | 193 | 5 | false | Tax-aware sells next window |
P4205 | Hands-off | Taxable | USD | 2025-07-18 | 293,713 | 19,502 | 274,211 | 1 | 56 | 15.2 | 19.9 | 8.9 | VOO:21.9%;TSLA:21.9%;BND:21.4%;HYG:13.0%;GLD:21.9% | US:66.4;EU:18.4;APAC:6.1;EM:5.4;Other:3.7 | Value:-0.1;Growth:+0.9;Quality:+0.2;Size:-0.5;Momentum:-0.4;LowVol:+0.3 | ESGOnly;MaxPos6%;NoDerivatives | 6 | 25 | 4.1 | hard 10% | 125 | 14.4 | Volatile | 30 | 4.9 | 2.1 | 159 | 0 | 41 | 75 | true | Hedge | Buy index puts 1% notional | 30 | -19 | BrokerC | LMT | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 92 | -22 | 232 | 2 | false | Within IPS guidelines |
P4206 | Systematic | 401k | USD | 2024-08-21 | 838,264 | 69,377 | 768,887 | 1 | 59.8 | 33.8 | 0 | 6.3 | MSFT:33.3%;AAPL:33.3%;IEF:33.3% | US:65.1;EU:19.8;APAC:6.3;EM:7.5;Other:1.3 | Value:+0.1;Growth:+0.1;Quality:+0.4;Size:+0.6;Momentum:-0.9;LowVol:-0.8 | MaxPos8% | 7 | 35 | 5.6 | trailing 9% | 215 | 20.7 | Sideways | 21.9 | 3.6 | 3.2 | 134 | 40 | 55 | 54 | false | NoAction | Within bands; monitor | 1 | -1 | BrokerD | LMT | 90 | null | null | Normal monitoring | 110 | -56 | 200 | 3 | false | Monitor dispersion and breadth |
P4207 | Systematic | 401k | USD | 2025-10-27 | 590,891 | 27,637 | 563,254 | 1 | 61.1 | 31.8 | 0 | 7 | AAPL:26.9%;VTI:26.9%;MUB:19.3%;MSFT:26.9% | US:61.0;EU:13.0;APAC:8.5;EM:12.5;Other:5.0 | Value:-0.9;Growth:+0.1;Quality:-0.5;Size:+0.7;Momentum:+0.3;LowVol:-0.8 | null | 7 | 30 | 5.1 | hard 12% | 198 | 25.7 | Volatile | 24.6 | 4.63 | 3.5 | 154 | -41 | 24 | 59 | false | Sell | Trim extended winner -1% | 21 | -19 | BrokerA | MKT | 98 | null | null | Normal monitoring | 35 | -26 | 93 | 5 | false | Increase defensive factor exposure |
P4208 | Opportunistic | IRA | USD | 2024-08-22 | 558,269 | 18,899 | 539,370 | 1 | 76.7 | 11.3 | 5.7 | 6.4 | IEF:27.5%;AAPL:27.5%;BND:17.5%;VTI:27.5% | US:61.9;EU:8.4;APAC:13.7;EM:12.2;Other:3.8 | Value:-0.3;Growth:+0.2;Quality:-0.4;Size:-0.5;Momentum:+0.2;LowVol:-0.4 | null | 10 | 35 | 4.3 | trailing 7% | 267 | 21.7 | Sideways | 16.5 | 4.17 | 3 | 136 | 33 | 71 | 61 | false | Sell | Trim extended winner -1% | 0 | -26 | BrokerA | LMT | 90 | null | null | Normal monitoring | 81 | -20 | 187 | 3 | false | Monitor dispersion and breadth |
P4209 | Active | 401k | USD | 2025-09-24 | 1,171,825 | 125,431 | 1,046,394 | 1 | 62.6 | 28.1 | 0 | 9.2 | TSLA:26.3%;GLD:21.2%;BND:26.3%;AAPL:26.3% | US:70.8;EU:8.4;APAC:10.7;EM:8.8;Other:1.3 | Value:-0.1;Growth:-0.7;Quality:-0.9;Size:+0.4;Momentum:-0.8;LowVol:-1.0 | MaxPos8% | 6 | 30 | 4.4 | hard 12% | 151 | 16 | Bull | 15.4 | 4.24 | 3.2 | 106 | 108 | 100 | 39 | false | Buy | Add to core equity +1% | 17 | -25 | BrokerB | LMT | 86 | null | null | Normal monitoring | -21 | -45 | -45 | 3 | false | Monitor dispersion and breadth |
P4210 | Active | Trust | USD | 2025-11-11 | 549,726 | 53,824 | 495,902 | 1 | 53 | 29.3 | 9.4 | 8.3 | BRK.B:16.7%;MUB:10.1%;IEF:22.6%;QQQ:15.1%;MSFT:13.0%;HYG:22.6% | US:60.1;EU:15.5;APAC:8.0;EM:13.3;Other:3.2 | Value:-0.3;Growth:-0.7;Quality:+0.7;Size:+0.8;Momentum:-1.0;LowVol:-0.3 | MaxPos8% | 8 | 30 | 5.2 | trailing 8% | 223 | 22.6 | Bear | 28.1 | 4.44 | 1.3 | 176 | -21 | 34 | 66 | false | Buy | Add to core equity +1% | 27 | -5 | BrokerA | MKT | 86 | null | null | Normal monitoring | 103 | -11 | 179 | 3 | false | Tighten stops on momentum names |
P4211 | Cautious | Trust | USD | 2025-06-21 | 320,176 | 48,360 | 271,816 | 1 | 48.7 | 35.9 | 0 | 15.4 | TSLA:30.7%;AAPL:34.7%;VNQ:34.7% | US:59.3;EU:17.1;APAC:13.5;EM:5.5;Other:4.6 | Value:+0.5;Growth:-0.1;Quality:-0.1;Size:+0.8;Momentum:+0.7;LowVol:-0.4 | ESGOnly;MaxPos6%;NoMargin | 6 | 25 | 4.7 | trailing 8% | 103 | 17.8 | Bear | 32.3 | 3.71 | 1.4 | 203 | -8 | 33 | 77 | true | Hedge | Buy index puts 1% notional | 22 | 12 | BrokerA | LMT | 99 | RegimeShift | Pause | Volatility spike and breadth deterioration | 23 | -47 | 33 | 5 | false | Tighten stops on momentum names |
P4212 | Cautious | IRA | USD | 2025-12-24 | 328,507 | 45,386 | 283,121 | 1 | 41.3 | 33.7 | 11.1 | 13.9 | AMZN:33.3%;BRK.B:33.3%;GLD:33.3% | US:74.1;EU:9.1;APAC:7.2;EM:8.4;Other:1.2 | Value:+0.2;Growth:-0.7;Quality:-0.3;Size:+0.2;Momentum:-0.7;LowVol:-0.6 | NoMargin | 6 | 25 | 3.2 | trailing 8% | 124 | 15.3 | Bull | 13.9 | 4.97 | 3 | 70 | 41 | 79 | 31 | false | Rebalance | Shift +1% to bonds from equity | 3 | -35 | BrokerA | MKT | 93 | null | null | Normal monitoring | 106 | -51 | 177 | 4 | false | Within IPS guidelines |
P4213 | Hands-off | 401k | USD | 2025-09-18 | 733,181 | 71,590 | 661,591 | 1 | 65.4 | 15 | 11.9 | 7.6 | IEF:29.0%;GLD:13.0%;BND:29.0%;TSLA:29.0% | US:67.7;EU:15.0;APAC:9.5;EM:7.1;Other:0.8 | Value:+0.8;Growth:-0.1;Quality:-0.6;Size:-0.9;Momentum:+0.1;LowVol:+0.5 | ESGOnly;MaxPos5% | 8 | 35 | 5.8 | hard 10% | 126 | 19.1 | Sideways | 16 | 4.55 | 2.6 | 112 | 14 | 67 | 60 | true | Rebalance | Rebalance back to target bands | 6 | -18 | BrokerC | MKT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 42 | -6 | 136 | 5 | true | Tighten stops on momentum names |
P4214 | Systematic | Taxable | USD | 2025-03-13 | 1,704,531 | 79,996 | 1,624,535 | 1 | 61.7 | 32.3 | 0 | 6 | HYG:25.9%;BRK.B:25.9%;IEF:25.9%;VTI:22.3% | US:65.9;EU:14.2;APAC:13.6;EM:5.2;Other:1.1 | Value:+0.9;Growth:-0.3;Quality:+0.8;Size:-0.6;Momentum:+0.4;LowVol:+0.7 | null | 8 | 30 | 5.7 | trailing 8% | 222 | 17.4 | Bull | 11.3 | 4.09 | 2.4 | 115 | 68 | 84 | 41 | false | Rebalance | Shift +1% to bonds from equity | -10 | -35 | BrokerA | MKT | 99 | null | null | Normal monitoring | 49 | -11 | 135 | 5 | false | Monitor dispersion and breadth |
P4215 | Hands-off | IRA | USD | 2025-05-15 | 874,138 | 68,373 | 805,765 | 1 | 55.7 | 26.2 | 10.8 | 7.4 | QQQ:36.1%;AAPL:27.8%;VTI:36.1% | US:68.3;EU:10.4;APAC:9.3;EM:11.9;Other:0.1 | Value:-0.4;Growth:+0.7;Quality:+0.3;Size:+0.6;Momentum:+0.3;LowVol:+0.8 | ESGOnly | 10 | 35 | 4.6 | hard 10% | 108 | 14 | Bull | 12.7 | 3.86 | 2.8 | 88 | 105 | 87 | 35 | false | Buy | Add to core equity +1% | 13 | -25 | BrokerD | MKT | 93 | null | null | Normal monitoring | 2 | -49 | -21 | 3 | false | Monitor dispersion and breadth |
P4216 | Opportunistic | Taxable | USD | 2025-07-03 | 652,246 | 52,873 | 599,373 | 1.08 | 69.5 | 11.7 | 10.2 | 8.6 | AAPL:33.3%;VTI:33.3%;HYG:33.3% | US:57.1;EU:16.8;APAC:11.0;EM:9.8;Other:5.3 | Value:+0.4;Growth:-0.7;Quality:+0.2;Size:-0.3;Momentum:-0.8;LowVol:+0.6 | NoDerivatives | 10 | 35 | 6.8 | trailing 9% | 221 | 31.3 | Bull | 11.1 | 3.73 | 3.4 | 99 | 16 | 53 | 50 | false | Rebalance | Shift +1% to bonds from equity | 3 | -25 | BrokerB | LMT | 98 | null | null | Normal monitoring | 57 | -33 | 178 | 3 | false | Tighten stops on momentum names |
P4217 | Hands-off | Trust | USD | 2025-08-13 | 448,562 | 31,762 | 416,800 | 1 | 59.5 | 19.1 | 12 | 9.3 | HYG:33.3%;TLT:33.3%;VTI:33.3% | US:67.7;EU:13.2;APAC:13.0;EM:5.8;Other:0.2 | Value:-1.0;Growth:+0.6;Quality:-0.8;Size:-0.4;Momentum:+0.4;LowVol:-0.8 | ESGOnly;MaxPos5% | 5 | 30 | 3 | trailing 10% | 140 | 19.2 | Bull | 14.8 | 4.77 | 2.4 | 92 | 114 | 100 | 50 | false | Hedge | Add TLT +1% as duration hedge | 0 | -21 | BrokerC | MKT | 86 | null | null | Normal monitoring | 7 | -2 | 54 | 4 | false | Increase defensive factor exposure |
P4218 | Hands-off | 401k | USD | 2025-11-23 | 341,680 | 23,159 | 318,521 | 1 | 57.6 | 16.3 | 17.8 | 8.3 | QQQ:33.3%;TLT:33.3%;VNQ:33.3% | US:70.0;EU:8.8;APAC:8.7;EM:9.0;Other:3.4 | Value:+0.1;Growth:-0.2;Quality:-0.5;Size:-0.5;Momentum:+0.5;LowVol:+0.9 | null | 7 | 25 | 3.7 | hard 10% | 156 | 17 | Volatile | 24.5 | 4.64 | 2 | 138 | 64 | 86 | 65 | false | Buy | Add to core equity +1% | 6 | -8 | BrokerD | LMT | 87 | null | null | Normal monitoring | 75 | -43 | 66 | 4 | false | Within IPS guidelines |
P4219 | Opportunistic | Taxable | USD | 2025-06-05 | 1,703,624 | 85,670 | 1,617,954 | 1.13 | 74.8 | 19.7 | 0 | 5.5 | TSLA:22.2%;VNQ:15.0%;VOO:22.2%;TLT:22.2%;AMZN:18.4% | US:66.4;EU:13.7;APAC:11.8;EM:3.9;Other:4.2 | Value:+0.6;Growth:-0.3;Quality:+0.5;Size:-0.1;Momentum:-0.3;LowVol:-0.8 | NoDerivatives | 7 | 30 | 4.9 | trailing 9% | 210 | 30.2 | Bear | 29.8 | 3.37 | 1.1 | 152 | -61 | 24 | 87 | true | Rebalance | Rebalance back to target bands | -11 | -38 | BrokerD | LMT | 86 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -36 | -33 | 17 | 2 | false | Within IPS guidelines |
P4220 | Opportunistic | IRA | USD | 2025-08-20 | 421,905 | 34,664 | 387,241 | 1.12 | 67.5 | 11.8 | 16 | 4.7 | BND:11.4%;XLF:21.1%;BRK.B:16.2%;MSFT:21.1%;IEF:17.8%;TLT:12.3% | US:68.6;EU:7.8;APAC:11.3;EM:9.7;Other:2.6 | Value:+0.2;Growth:+0.9;Quality:-0.8;Size:-0.9;Momentum:-0.3;LowVol:-0.7 | MaxPos5% | 10 | 35 | 6.6 | trailing 7% | 269 | 33.5 | Volatile | 28.3 | 5.21 | 2.5 | 129 | 41 | 59 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | -18 | BrokerB | MKT | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 62 | -41 | 34 | 4 | false | Tax-aware sells next window |
P4221 | Cautious | Trust | USD | 2025-06-27 | 266,972 | 30,377 | 236,595 | 1 | 48.5 | 36 | 2.2 | 13.4 | VOO:33.3%;VNQ:33.3%;MSFT:33.3% | US:62.8;EU:17.0;APAC:9.4;EM:7.6;Other:3.3 | Value:+0.6;Growth:+0.7;Quality:+0.1;Size:+0.7;Momentum:-1.0;LowVol:-0.4 | ESGOnly;MaxPos8%;NoMargin | 7 | 35 | 6 | trailing 10% | 166 | 14.1 | Volatile | 22.8 | 3.75 | 4 | 161 | 29 | 77 | 48 | false | Buy | Add to core equity +1% | -5 | -2 | BrokerB | VWAP | 96 | null | null | Normal monitoring | 117 | 2 | 209 | 4 | false | Increase defensive factor exposure |
P4222 | Active | 401k | USD | 2024-09-12 | 1,174,092 | 134,901 | 1,039,191 | 1 | 56.8 | 21.8 | 15.8 | 5.5 | MUB:22.3%;VOO:14.3%;AAPL:12.9%;TLT:8.4%;BRK.B:19.8%;AMZN:22.3% | US:69.4;EU:12.8;APAC:11.2;EM:4.9;Other:1.7 | Value:-1.0;Growth:+0.6;Quality:-0.6;Size:+0.3;Momentum:-0.2;LowVol:-0.2 | MaxPos5% | 7 | 35 | 5 | trailing 8% | 224 | 27.1 | Volatile | 25 | 4.05 | 4.3 | 142 | 0 | 50 | 57 | false | Hedge | Add TLT +1% as duration hedge | -5 | -30 | BrokerC | LMT | 89 | null | null | Normal monitoring | 21 | 7 | 9 | 3 | false | Monitor dispersion and breadth |
P4223 | Cautious | IRA | USD | 2025-12-11 | 413,144 | 37,398 | 375,746 | 1 | 38.6 | 37.8 | 8.8 | 14.8 | MUB:24.3%;HYG:25.5%;GLD:25.5%;AAPL:24.7% | US:61.8;EU:15.1;APAC:14.7;EM:6.1;Other:2.4 | Value:-0.7;Growth:-0.3;Quality:+0.7;Size:-0.5;Momentum:-0.0;LowVol:-0.9 | NoDerivatives;NoMargin | 5 | 25 | 4.5 | hard 10% | 136 | 15.5 | Bull | 13.5 | 4.85 | 3.4 | 107 | 32 | 71 | 40 | true | Hedge | Buy index puts 1% notional | 3 | -10 | BrokerB | LMT | 87 | VAR>budget | Pause | Risk above budget threshold | -48 | -52 | 34 | 5 | false | Within IPS guidelines |
P4224 | Active | 401k | USD | 2025-08-03 | 1,222,001 | 142,603 | 1,079,398 | 1 | 60.6 | 24.6 | 7.2 | 7.6 | VOO:26.2%;MSFT:26.2%;IEF:26.2%;VNQ:21.4% | US:63.1;EU:18.6;APAC:7.0;EM:10.2;Other:1.2 | Value:+0.3;Growth:+0.8;Quality:+0.9;Size:-1.0;Momentum:-0.4;LowVol:0.0 | NoDerivatives | 5 | 25 | 5.9 | trailing 8% | 151 | 20.5 | Sideways | 19.6 | 3.72 | 3 | 100 | 19 | 50 | 56 | false | Rebalance | Shift +1% to bonds from equity | 23 | -31 | BrokerC | MKT | 90 | null | null | Normal monitoring | -42 | 14 | 52 | 5 | false | Within IPS guidelines |
P4225 | Opportunistic | Taxable | USD | 2025-11-17 | 1,583,005 | 111,853 | 1,471,152 | 1.18 | 65.7 | 17.4 | 8.1 | 8.8 | VNQ:33.3%;IEF:33.3%;BND:33.3% | US:76.5;EU:8.7;APAC:7.4;EM:6.6;Other:0.7 | Value:-1.0;Growth:0.0;Quality:-0.5;Size:-0.5;Momentum:-1.0;LowVol:0.0 | null | 8 | 35 | 4.7 | trailing 9% | 232 | 20.4 | Volatile | 20.1 | 4.83 | 2.9 | 110 | 54 | 81 | 52 | false | Rebalance | Shift +1% to bonds from equity | -4 | -34 | BrokerC | LMT | 94 | null | null | Normal monitoring | 7 | -28 | 69 | 3 | false | Within IPS guidelines |
P4226 | Hands-off | 401k | USD | 2025-04-07 | 697,736 | 51,190 | 646,546 | 1 | 58.9 | 29 | 3.3 | 8.8 | XLF:11.5%;VOO:17.5%;VNQ:23.7%;GLD:23.7%;IEF:23.7% | US:64.1;EU:19.2;APAC:6.4;EM:6.1;Other:4.2 | Value:+0.6;Growth:-0.3;Quality:+0.3;Size:-0.9;Momentum:+0.8;LowVol:+0.5 | null | 6 | 35 | 5 | trailing 10% | 96 | 13.9 | Bull | 14.1 | 4.65 | 3.2 | 113 | 1 | 57 | 43 | true | Hedge | Buy index puts 1% notional | -10 | -17 | BrokerD | MKT | 88 | VAR>budget | Reduce | Risk above budget threshold | 95 | -25 | 131 | 4 | false | Monitor dispersion and breadth |
P4227 | Active | Taxable | USD | 2024-08-09 | 896,369 | 97,312 | 799,057 | 1 | 59.6 | 30.6 | 1.7 | 8.1 | VOO:33.3%;VTI:33.3%;QQQ:33.3% | US:56.7;EU:20.2;APAC:7.6;EM:10.9;Other:4.6 | Value:+0.6;Growth:+0.7;Quality:+0.4;Size:+0.9;Momentum:+0.3;LowVol:+0.2 | null | 8 | 25 | 4.7 | trailing 9% | 167 | 25.3 | Bull | 16.6 | 4.01 | 2.7 | 91 | 25 | 47 | 42 | false | Hedge | Add TLT +1% as duration hedge | 30 | 14 | BrokerC | MKT | 97 | null | null | Normal monitoring | -2 | -25 | -3 | 3 | false | Increase defensive factor exposure |
P4228 | Cautious | Trust | USD | 2025-04-16 | 298,973 | 33,286 | 265,687 | 1 | 40.5 | 35.9 | 13.6 | 10 | AAPL:25.5%;VOO:25.5%;VTI:23.5%;XLF:25.5% | US:77.4;EU:6.8;APAC:11.3;EM:4.1;Other:0.4 | Value:-0.4;Growth:+0.8;Quality:-0.7;Size:-1.0;Momentum:+0.9;LowVol:-0.6 | ESGOnly;MaxPos6%;NoMargin | 10 | 25 | 3.8 | hard 10% | 162 | 12.6 | Bear | 34.6 | 4.19 | 2.8 | 203 | -91 | 7 | 78 | true | Hedge | Buy index puts 1% notional | -5 | -23 | BrokerA | MKT | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 120 | -39 | 89 | 4 | false | Tighten stops on momentum names |
P4229 | Cautious | 401k | USD | 2024-07-15 | 599,096 | 54,175 | 544,921 | 1 | 49.2 | 35.1 | 0 | 15.6 | VNQ:25.4%;QQQ:23.8%;VOO:25.4%;XLF:25.4% | US:61.9;EU:14.3;APAC:9.4;EM:10.3;Other:4.1 | Value:+0.1;Growth:+1.0;Quality:-0.6;Size:+0.8;Momentum:+0.2;LowVol:+0.6 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 6 | 30 | 4 | hard 10% | 123 | 12.9 | Volatile | 25.3 | 5.06 | 4 | 166 | -58 | 7 | 52 | false | Rebalance | Shift +1% to bonds from equity | -3 | -15 | BrokerC | MKT | 93 | null | null | Normal monitoring | 72 | -26 | 165 | 4 | false | Tax-aware sells next window |
P4230 | Cautious | Taxable | USD | 2025-09-07 | 349,859 | 51,302 | 298,557 | 1 | 47.6 | 36.8 | 0 | 15.6 | VOO:16.8%;HYG:23.4%;TLT:17.6%;AMZN:18.9%;BRK.B:23.4% | US:66.3;EU:14.6;APAC:8.3;EM:10.1;Other:0.6 | Value:+0.3;Growth:-0.9;Quality:-0.5;Size:-0.5;Momentum:+0.6;LowVol:+0.4 | MaxPos7%;NoMargin | 10 | 25 | 6 | trailing 8% | 102 | 15.3 | Bull | 12 | 5 | 2.2 | 117 | 61 | 93 | 24 | false | Rebalance | Shift +1% to bonds from equity | -10 | -6 | BrokerD | VWAP | 90 | null | null | Normal monitoring | -28 | 6 | 8 | 5 | false | Within IPS guidelines |
P4231 | Hands-off | 401k | USD | 2025-09-04 | 385,021 | 37,888 | 347,133 | 1 | 55.9 | 27.8 | 9.6 | 6.7 | HYG:26.6%;TSLA:26.6%;TLT:20.3%;AAPL:26.6% | US:65.6;EU:10.2;APAC:12.6;EM:8.8;Other:2.9 | Value:+0.9;Growth:-0.5;Quality:+0.9;Size:-0.2;Momentum:-0.3;LowVol:+1.0 | ESGOnly | 7 | 35 | 5.6 | hard 10% | 113 | 19.2 | Sideways | 21.6 | 4.13 | 3.4 | 107 | 17 | 46 | 53 | false | Rebalance | Shift +1% to bonds from equity | 7 | 11 | BrokerA | LMT | 87 | null | null | Normal monitoring | 46 | -26 | 100 | 5 | false | Monitor dispersion and breadth |
P4232 | Hands-off | Taxable | USD | 2024-07-06 | 704,165 | 46,253 | 657,912 | 1 | 72.1 | 19.4 | 0.6 | 7.8 | HYG:33.3%;AAPL:33.3%;GLD:33.3% | US:74.9;EU:11.8;APAC:7.2;EM:5.8;Other:0.4 | Value:-0.9;Growth:-0.2;Quality:+0.3;Size:-0.6;Momentum:+0.7;LowVol:+0.3 | NoDerivatives | 8 | 35 | 4.2 | trailing 10% | 143 | 14.8 | Volatile | 24.4 | 5.46 | 4.3 | 156 | -50 | 10 | 71 | true | Rebalance | Rebalance back to target bands | 10 | -33 | BrokerD | VWAP | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 26 | -26 | 41 | 3 | false | Tax-aware sells next window |
P4233 | Cautious | Trust | USD | 2025-10-12 | 673,282 | 96,549 | 576,733 | 1 | 50.9 | 38.9 | 0 | 10.3 | VTI:22.6%;QQQ:22.6%;AMZN:12.9%;BND:22.6%;TSLA:19.2% | US:67.7;EU:9.8;APAC:13.1;EM:8.2;Other:1.2 | Value:-0.3;Growth:+0.9;Quality:-0.6;Size:-0.8;Momentum:+0.6;LowVol:-0.7 | NoMargin | 6 | 25 | 5.1 | trailing 10% | 159 | 19.4 | Bull | 16.6 | 4.34 | 2.4 | 98 | 98 | 100 | 51 | false | Rebalance | Shift +1% to bonds from equity | 6 | -34 | BrokerC | MKT | 87 | null | null | Normal monitoring | 97 | 20 | 77 | 4 | false | Monitor dispersion and breadth |
P4234 | Active | IRA | USD | 2024-11-05 | 1,757,347 | 127,122 | 1,630,225 | 1 | 50.7 | 29.3 | 13.1 | 6.9 | MSFT:33.3%;TLT:33.3%;VTI:33.3% | US:64.0;EU:17.1;APAC:7.5;EM:9.8;Other:1.6 | Value:+0.3;Growth:+0.9;Quality:-0.1;Size:+0.8;Momentum:+0.5;LowVol:-0.2 | NoDerivatives | 7 | 25 | 4.1 | trailing 9% | 144 | 20.6 | Bear | 32.9 | 3.15 | 1.7 | 177 | -91 | 13 | 84 | true | Rebalance | Rebalance back to target bands | -11 | -12 | BrokerC | MKT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -26 | 5 | -47 | 5 | false | Within IPS guidelines |
P4235 | Systematic | IRA | USD | 2024-10-17 | 1,515,629 | 111,645 | 1,403,984 | 1 | 65.3 | 22.2 | 5.7 | 6.7 | TSLA:24.6%;HYG:25.1%;TLT:25.1%;IEF:25.1% | US:62.6;EU:16.1;APAC:11.7;EM:8.4;Other:1.1 | Value:+0.4;Growth:+0.2;Quality:-0.1;Size:-0.6;Momentum:-0.1;LowVol:-0.8 | null | 7 | 25 | 4.9 | trailing 8% | 199 | 25.7 | Bull | 11.7 | 3.74 | 2.8 | 75 | 4 | 52 | 33 | false | NoAction | Within bands; monitor | 28 | -28 | BrokerA | MKT | 0 | null | null | Normal monitoring | 45 | -43 | 11 | 5 | false | Within IPS guidelines |
P4236 | Opportunistic | 401k | USD | 2025-03-05 | 331,715 | 25,144 | 306,571 | 1 | 67.7 | 19.2 | 4.5 | 8.6 | TSLA:33.3%;GLD:33.3%;VOO:33.3% | US:68.5;EU:19.8;APAC:5.7;EM:4.5;Other:1.4 | Value:-0.9;Growth:+1.0;Quality:-0.5;Size:-0.9;Momentum:+0.2;LowVol:-0.2 | null | 6 | 25 | 5.3 | hard 12% | 225 | 24.2 | Bear | 29.3 | 4.08 | 2.7 | 153 | -101 | 5 | 79 | true | Hedge | Buy index puts 1% notional | 29 | -15 | BrokerD | VWAP | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -40 | -21 | 32 | 4 | true | Within IPS guidelines |
P4237 | Cautious | 401k | USD | 2025-04-08 | 441,641 | 55,366 | 386,275 | 1 | 41.1 | 35.1 | 10.4 | 13.4 | HYG:34.1%;VTI:34.1%;BRK.B:31.7% | US:74.0;EU:9.1;APAC:8.8;EM:8.0;Other:0.2 | Value:-1.0;Growth:+0.9;Quality:+0.5;Size:+0.8;Momentum:+1.0;LowVol:-0.4 | ESGOnly;MaxPos5%;NoMargin | 7 | 25 | 3.1 | trailing 8% | 168 | 15.8 | Bull | 15.8 | 4.82 | 2.5 | 96 | 110 | 93 | 46 | false | Hedge | Add TLT +1% as duration hedge | -14 | -35 | BrokerA | LMT | 89 | null | null | Normal monitoring | 68 | -49 | 80 | 4 | false | Increase defensive factor exposure |
P4238 | Hands-off | Trust | USD | 2025-08-09 | 757,327 | 72,059 | 685,268 | 1 | 66.6 | 23.7 | 0 | 9.7 | BND:13.5%;HYG:21.0%;BRK.B:21.0%;TSLA:17.4%;IEF:13.6%;GLD:13.4% | US:55.8;EU:15.0;APAC:13.2;EM:11.5;Other:4.5 | Value:+0.3;Growth:+0.5;Quality:-0.9;Size:+0.7;Momentum:+0.9;LowVol:-0.8 | ESGOnly | 7 | 30 | 4.2 | hard 10% | 169 | 14 | Bull | 15.1 | 3.55 | 2.8 | 100 | 115 | 100 | 51 | false | Buy | Add to core equity +1% | 0 | -14 | BrokerA | VWAP | 88 | null | null | Normal monitoring | -39 | -44 | -11 | 5 | false | Tax-aware sells next window |
P4239 | Active | Roth | USD | 2024-08-16 | 762,138 | 79,976 | 682,162 | 1 | 63.2 | 29.5 | 0 | 7.3 | BND:35.3%;AMZN:29.4%;TSLA:35.3% | US:66.9;EU:12.2;APAC:7.3;EM:8.0;Other:5.6 | Value:+0.7;Growth:+0.1;Quality:-1.0;Size:+1.0;Momentum:+0.7;LowVol:+1.0 | NoDerivatives | 6 | 25 | 5.1 | hard 12% | 179 | 23.7 | Sideways | 18.6 | 3.91 | 3.1 | 123 | -17 | 32 | 59 | false | Hedge | Add TLT +1% as duration hedge | 5 | -33 | BrokerB | MKT | 99 | null | null | Normal monitoring | 33 | -11 | 23 | 5 | false | Within IPS guidelines |
P4240 | Active | Taxable | USD | 2024-09-13 | 608,619 | 41,136 | 567,483 | 1 | 54 | 18.9 | 18.3 | 8.8 | MSFT:35.1%;AMZN:29.8%;BND:35.1% | US:63.4;EU:14.4;APAC:10.9;EM:9.2;Other:2.2 | Value:+0.2;Growth:-0.7;Quality:+0.1;Size:-0.8;Momentum:-0.8;LowVol:-0.6 | MaxPos5%;NoDerivatives | 8 | 25 | 5.1 | trailing 9% | 120 | 19.6 | Bull | 17 | 3.97 | 3.5 | 93 | 0 | 59 | 39 | false | Buy | Add to core equity +1% | -13 | -27 | BrokerB | MKT | 88 | null | null | Normal monitoring | -34 | -51 | 100 | 3 | false | Tighten stops on momentum names |
P4241 | Opportunistic | Taxable | USD | 2024-07-26 | 1,349,173 | 63,828 | 1,285,345 | 1.19 | 69.8 | 16.8 | 4.7 | 8.6 | MSFT:33.3%;VNQ:33.3%;TSLA:33.3% | US:65.2;EU:12.7;APAC:9.9;EM:9.6;Other:2.6 | Value:-0.5;Growth:-0.4;Quality:+1.0;Size:+0.3;Momentum:-1.0;LowVol:+0.5 | null | 8 | 30 | 6 | hard 12% | 182 | 24.2 | Volatile | 26.7 | 5.36 | 2.9 | 176 | -55 | 10 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 8 | -20 | BrokerC | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -56 | -41 | 42 | 4 | false | Increase defensive factor exposure |
P4242 | Hands-off | Roth | USD | 2025-04-11 | 179,729 | 10,853 | 168,876 | 1 | 69.2 | 20 | 5.6 | 5.2 | MUB:25.2%;XLF:25.2%;BRK.B:24.4%;TSLA:25.2% | US:66.1;EU:16.7;APAC:11.9;EM:4.1;Other:1.3 | Value:+0.1;Growth:-0.5;Quality:-0.0;Size:-0.6;Momentum:0.0;LowVol:-0.8 | ESGOnly;NoDerivatives | 6 | 35 | 4.5 | hard 10% | 161 | 17.4 | Sideways | 20.2 | 4.36 | 2.6 | 116 | -1 | 60 | 54 | false | Buy | Add to core equity +1% | -6 | -9 | BrokerC | LMT | 85 | null | null | Normal monitoring | 71 | -16 | 118 | 5 | false | Tax-aware sells next window |
P4243 | Hands-off | Roth | USD | 2024-12-09 | 511,363 | 25,203 | 486,160 | 1 | 58.3 | 27.3 | 5.6 | 8.8 | AMZN:11.5%;TSLA:22.0%;MUB:9.1%;QQQ:19.0%;BND:22.0%;MSFT:16.4% | US:75.8;EU:6.5;APAC:7.2;EM:6.4;Other:4.1 | Value:+0.2;Growth:+0.2;Quality:-0.6;Size:-0.3;Momentum:+0.3;LowVol:+0.7 | NoDerivatives | 8 | 35 | 3 | trailing 10% | 120 | 12.9 | Volatile | 26.5 | 4.73 | 3.5 | 129 | -17 | 55 | 77 | true | Hedge | Buy index puts 1% notional | 5 | -38 | BrokerA | LMT | 85 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -47 | 5 | 2 | 5 | false | Increase defensive factor exposure |
P4244 | Cautious | IRA | USD | 2025-10-23 | 830,193 | 94,332 | 735,861 | 1 | 39.9 | 32.8 | 12.4 | 14.9 | HYG:11.6%;BND:11.2%;TLT:15.5%;XLF:20.6%;MUB:20.6%;MSFT:20.6% | US:74.6;EU:7.7;APAC:8.0;EM:5.1;Other:4.6 | Value:+0.1;Growth:-0.8;Quality:+0.3;Size:-0.1;Momentum:-0.1;LowVol:+0.2 | ESGOnly;NoMargin | 5 | 35 | 5.7 | trailing 8% | 135 | 17.4 | Sideways | 15.7 | 3.98 | 3.4 | 119 | 31 | 56 | 38 | false | Hedge | Add TLT +1% as duration hedge | -14 | -28 | BrokerB | MKT | 86 | null | null | Normal monitoring | 89 | 12 | 212 | 5 | false | Tax-aware sells next window |
P4245 | Active | Trust | USD | 2024-08-04 | 1,663,031 | 108,358 | 1,554,673 | 1 | 55 | 25.6 | 12.9 | 6.5 | VTI:22.9%;AAPL:12.4%;MUB:22.9%;XLF:22.9%;MSFT:18.8% | US:63.4;EU:19.8;APAC:8.2;EM:7.3;Other:1.4 | Value:+0.7;Growth:-0.5;Quality:-0.5;Size:+0.1;Momentum:+0.6;LowVol:+0.9 | null | 5 | 30 | 5.8 | hard 12% | 183 | 22.6 | Bull | 11.2 | 4.9 | 3.5 | 85 | 26 | 68 | 41 | false | Hedge | Add TLT +1% as duration hedge | -11 | 9 | BrokerC | VWAP | 88 | null | null | Normal monitoring | 6 | -34 | 30 | 3 | false | Increase defensive factor exposure |
P4246 | Hands-off | IRA | USD | 2025-07-16 | 642,871 | 36,816 | 606,055 | 1 | 64.3 | 16.7 | 10.1 | 8.9 | VTI:23.2%;AAPL:7.2%;GLD:23.2%;IEF:23.2%;XLF:23.2% | US:69.8;EU:10.2;APAC:7.6;EM:8.6;Other:3.9 | Value:-0.2;Growth:-0.4;Quality:+0.4;Size:-0.7;Momentum:+0.8;LowVol:-0.5 | ESGOnly | 10 | 30 | 3.1 | trailing 10% | 157 | 17.5 | Sideways | 16.9 | 4.84 | 3.4 | 128 | 58 | 87 | 56 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | -10 | BrokerC | LMT | 95 | VAR>budget | Reduce | Risk above budget threshold | 91 | -6 | 164 | 2 | false | Tighten stops on momentum names |
P4247 | Cautious | Roth | USD | 2025-07-10 | 626,475 | 96,264 | 530,211 | 1 | 44 | 37.6 | 7.7 | 10.8 | BRK.B:21.9%;XLF:10.2%;VTI:6.5%;BND:21.9%;VNQ:21.9%;MUB:17.7% | US:61.6;EU:16.7;APAC:10.4;EM:8.4;Other:2.8 | Value:+0.1;Growth:+0.6;Quality:+0.4;Size:-0.5;Momentum:-0.6;LowVol:+0.7 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 6 | 30 | 5.5 | hard 10% | 164 | 16.9 | Bull | 15.8 | 4.49 | 3 | 87 | 16 | 62 | 30 | false | Buy | Add to core equity +1% | 26 | 9 | BrokerA | LMT | 85 | null | null | Normal monitoring | 96 | -4 | 150 | 3 | false | Tax-aware sells next window |
P4248 | Hands-off | IRA | USD | 2024-09-30 | 451,462 | 20,074 | 431,388 | 1 | 58 | 22.5 | 13.4 | 6.1 | BND:17.1%;AMZN:21.6%;HYG:21.6%;VOO:8.7%;MSFT:21.6%;VNQ:9.5% | US:69.1;EU:6.0;APAC:16.0;EM:3.8;Other:5.2 | Value:-0.0;Growth:-1.0;Quality:-0.6;Size:+0.4;Momentum:+0.1;LowVol:-0.3 | ESGOnly;MaxPos8% | 5 | 25 | 4.6 | hard 10% | 167 | 13.8 | Bear | 29.6 | 3.5 | 1.5 | 172 | 25 | 54 | 68 | true | Hedge | Buy index puts 1% notional | 2 | -15 | BrokerD | MKT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 27 | -15 | 11 | 3 | false | Monitor dispersion and breadth |
P4249 | Active | 401k | USD | 2024-08-16 | 1,130,368 | 86,858 | 1,043,510 | 1.22 | 62.9 | 28.9 | 0 | 8.3 | BRK.B:21.4%;BND:26.2%;AAPL:26.2%;AMZN:26.2% | US:68.1;EU:14.2;APAC:5.9;EM:7.3;Other:4.4 | Value:-0.5;Growth:-0.2;Quality:-0.6;Size:-0.2;Momentum:-0.5;LowVol:-0.1 | MaxPos5% | 5 | 25 | 5.2 | trailing 8% | 120 | 22.4 | Bear | 29.8 | 4.21 | 2.3 | 139 | -14 | 34 | 87 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | -36 | BrokerA | LMT | 96 | VAR>budget | Hedge | Risk above budget threshold | -50 | -7 | -25 | 2 | false | Within IPS guidelines |
P4250 | Opportunistic | Taxable | USD | 2025-04-08 | 740,784 | 31,136 | 709,648 | 1 | 76.6 | 12.3 | 5.5 | 5.6 | VNQ:27.9%;XLF:16.3%;GLD:27.9%;VOO:27.9% | US:62.8;EU:17.0;APAC:12.8;EM:5.5;Other:1.9 | Value:+0.4;Growth:-0.5;Quality:+0.8;Size:+0.7;Momentum:+0.2;LowVol:+0.4 | MaxPos5% | 5 | 25 | 6.2 | trailing 7% | 263 | 23.8 | Bull | 14.2 | 4.15 | 2.2 | 100 | 84 | 96 | 47 | false | Rebalance | Shift +1% to bonds from equity | -12 | 5 | BrokerC | LMT | 88 | null | null | Normal monitoring | 57 | -54 | 192 | 5 | false | Tax-aware sells next window |
P4251 | Cautious | IRA | USD | 2025-11-09 | 579,318 | 81,400 | 497,918 | 1 | 46.9 | 32.8 | 6.4 | 13.9 | TLT:24.1%;XLF:8.4%;BRK.B:8.8%;MSFT:24.1%;VOO:24.1%;MUB:10.6% | US:74.0;EU:7.1;APAC:8.2;EM:7.4;Other:3.4 | Value:+0.4;Growth:-0.7;Quality:+0.6;Size:-0.1;Momentum:+0.3;LowVol:+0.5 | NoMargin | 5 | 25 | 3.7 | trailing 10% | 160 | 19 | Bull | 11.5 | 3.57 | 3.1 | 101 | 3 | 54 | 41 | false | Sell | Trim extended winner -1% | 11 | -21 | BrokerD | LMT | 94 | null | null | Normal monitoring | 43 | 15 | 58 | 5 | false | Tax-aware sells next window |
P4252 | Opportunistic | Trust | USD | 2025-09-20 | 1,086,745 | 71,458 | 1,015,287 | 1 | 75.6 | 11.2 | 7.5 | 5.7 | TSLA:24.5%;BRK.B:25.2%;AAPL:25.2%;VNQ:25.2% | US:64.6;EU:16.9;APAC:9.2;EM:9.2;Other:0.0 | Value:-0.8;Growth:-0.8;Quality:-0.9;Size:-0.9;Momentum:+0.8;LowVol:-0.3 | null | 5 | 35 | 6.3 | trailing 9% | 185 | 34 | Sideways | 20.7 | 4.98 | 3.4 | 121 | -12 | 55 | 57 | false | Buy | Add to core equity +1% | -12 | -38 | BrokerD | LMT | 96 | null | null | Normal monitoring | 108 | 17 | 220 | 5 | false | Within IPS guidelines |
P4253 | Opportunistic | Roth | USD | 2025-12-18 | 652,053 | 30,713 | 621,340 | 1 | 61.1 | 20.2 | 13.1 | 5.6 | HYG:28.2%;TLT:28.2%;VNQ:28.2%;BND:15.4% | US:66.3;EU:14.2;APAC:10.7;EM:5.2;Other:3.6 | Value:+0.9;Growth:-0.5;Quality:+0.1;Size:+0.6;Momentum:+0.1;LowVol:+0.8 | null | 6 | 35 | 4.3 | trailing 7% | 248 | 30.2 | Sideways | 21.8 | 4.24 | 2.9 | 96 | 18 | 72 | 64 | false | Sell | Trim extended winner -1% | 0 | -10 | BrokerD | MKT | 88 | null | null | Normal monitoring | 13 | -41 | 14 | 5 | false | Tighten stops on momentum names |
P4254 | Systematic | 401k | USD | 2024-10-26 | 1,201,464 | 73,573 | 1,127,891 | 1 | 58.6 | 32.2 | 0 | 9.2 | BRK.B:33.3%;AAPL:33.3%;AMZN:33.3% | US:71.4;EU:11.5;APAC:5.5;EM:6.9;Other:4.7 | Value:+0.3;Growth:-0.2;Quality:+0.2;Size:-0.7;Momentum:-0.6;LowVol:-1.0 | MaxPos8%;NoDerivatives | 8 | 30 | 4.1 | hard 12% | 197 | 19.4 | Volatile | 28.4 | 3.61 | 4.1 | 136 | -12 | 59 | 78 | true | Hedge | Buy index puts 1% notional | -1 | -32 | BrokerA | LMT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 3 | -9 | 21 | 3 | false | Monitor dispersion and breadth |
P4255 | Hands-off | Taxable | USD | 2025-08-28 | 240,188 | 17,898 | 222,290 | 1 | 63.1 | 21.9 | 8.3 | 6.8 | HYG:20.8%;MUB:26.4%;AMZN:26.4%;BRK.B:26.4% | US:60.9;EU:15.0;APAC:13.1;EM:10.9;Other:0.1 | Value:-0.3;Growth:+0.1;Quality:-0.3;Size:+0.2;Momentum:-0.1;LowVol:+0.1 | ESGOnly;MaxPos5% | 8 | 25 | 3.6 | trailing 10% | 165 | 13.3 | Bear | 31.2 | 3.84 | 2.4 | 168 | 32 | 60 | 72 | true | Hedge | Buy index puts 1% notional | -15 | -25 | BrokerC | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | 9 | -56 | 59 | 2 | false | Tax-aware sells next window |
P4256 | Cautious | Taxable | USD | 2024-11-26 | 507,177 | 68,519 | 438,658 | 1 | 50.7 | 32.8 | 1.3 | 15.2 | TLT:27.0%;IEF:14.4%;BRK.B:17.1%;MUB:27.0%;QQQ:14.4% | US:73.2;EU:14.1;APAC:7.7;EM:3.6;Other:1.4 | Value:-0.3;Growth:+0.1;Quality:+0.2;Size:-0.1;Momentum:-0.8;LowVol:+0.9 | MaxPos7%;NoMargin | 10 | 30 | 5 | trailing 8% | 105 | 16.6 | Volatile | 29.3 | 4.65 | 2.8 | 124 | 6 | 56 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 19 | -23 | BrokerC | LMT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 74 | -29 | 166 | 2 | false | Tax-aware sells next window |
P4257 | Opportunistic | Taxable | USD | 2025-10-13 | 839,868 | 36,343 | 803,525 | 1.22 | 63.6 | 19.1 | 9.4 | 7.8 | MUB:22.2%;GLD:22.2%;IEF:22.2%;HYG:13.6%;QQQ:19.8% | US:64.5;EU:17.5;APAC:8.9;EM:6.5;Other:2.5 | Value:-0.4;Growth:+0.2;Quality:-0.8;Size:+0.4;Momentum:0.0;LowVol:+0.8 | MaxPos5% | 7 | 30 | 6.5 | trailing 7% | 267 | 31 | Volatile | 28.9 | 3.55 | 3.7 | 132 | 32 | 77 | 71 | true | Hedge | Buy index puts 1% notional | -10 | -33 | BrokerB | LMT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -27 | 5 | 63 | 2 | false | Tax-aware sells next window |
P4258 | Active | Taxable | USD | 2025-08-08 | 2,418,522 | 165,831 | 2,252,691 | 1 | 67.1 | 26.3 | 0 | 6.6 | IEF:22.3%;HYG:14.4%;BRK.B:18.8%;MUB:22.3%;AMZN:22.3% | US:68.4;EU:12.0;APAC:7.5;EM:8.4;Other:3.7 | Value:-0.9;Growth:-0.8;Quality:-0.8;Size:+0.6;Momentum:-0.2;LowVol:+0.4 | MaxPos6%;NoDerivatives | 5 | 35 | 5.9 | hard 12% | 219 | 20.3 | Bull | 11.7 | 4.01 | 2.3 | 76 | 65 | 77 | 44 | false | Buy | Add to core equity +1% | 4 | -37 | BrokerA | LMT | 96 | null | null | Normal monitoring | 99 | 3 | 175 | 3 | false | Increase defensive factor exposure |
P4259 | Cautious | 401k | USD | 2025-01-25 | 866,779 | 93,854 | 772,925 | 1 | 40.5 | 37 | 6 | 16.5 | VOO:33.3%;VTI:33.3%;VNQ:33.3% | US:70.0;EU:8.8;APAC:9.6;EM:8.0;Other:3.6 | Value:+0.9;Growth:+0.1;Quality:-0.8;Size:+1.0;Momentum:-0.9;LowVol:-0.9 | ESGOnly;NoMargin | 7 | 30 | 3.5 | hard 10% | 168 | 16.1 | Bull | 14.1 | 4.46 | 3.2 | 98 | 58 | 85 | 32 | false | NoAction | Within bands; monitor | 11 | 14 | BrokerC | MKT | 0 | null | null | Normal monitoring | 81 | -23 | 158 | 3 | false | Tighten stops on momentum names |
P4260 | Cautious | Trust | USD | 2025-01-26 | 426,208 | 60,238 | 365,970 | 1 | 50.3 | 37.7 | 1 | 11 | BRK.B:33.3%;TSLA:33.3%;VNQ:33.3% | US:69.5;EU:6.7;APAC:13.7;EM:7.6;Other:2.4 | Value:+0.2;Growth:-0.4;Quality:+0.8;Size:+0.8;Momentum:-0.9;LowVol:-0.0 | MaxPos6%;NoDerivatives;NoMargin | 7 | 30 | 4.5 | trailing 8% | 101 | 14.3 | Volatile | 23.8 | 4.79 | 3.2 | 159 | 52 | 78 | 67 | false | Hedge | Add TLT +1% as duration hedge | -5 | -39 | BrokerC | MKT | 98 | null | null | Normal monitoring | 47 | 9 | 143 | 5 | false | Within IPS guidelines |
P4261 | Active | Roth | USD | 2025-11-17 | 1,433,293 | 122,572 | 1,310,721 | 1 | 62 | 28 | 3 | 7 | QQQ:11.5%;BRK.B:9.8%;VNQ:26.2%;VOO:26.2%;TLT:26.2% | US:66.7;EU:8.7;APAC:9.9;EM:12.6;Other:2.2 | Value:-0.8;Growth:+0.5;Quality:+0.9;Size:-0.9;Momentum:+0.4;LowVol:0.0 | MaxPos7%;NoDerivatives | 10 | 25 | 4.1 | trailing 9% | 177 | 24.8 | Bull | 13 | 3.99 | 2.9 | 93 | 78 | 100 | 49 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -13 | BrokerD | LMT | 85 | VAR>budget | TightenStops | Risk above budget threshold | 51 | -53 | 93 | 3 | false | Increase defensive factor exposure |
P4262 | Cautious | Roth | USD | 2025-11-01 | 358,679 | 44,777 | 313,902 | 1 | 40.7 | 40.6 | 1.7 | 17 | BRK.B:13.0%;XLF:24.0%;AMZN:17.8%;TLT:24.0%;AAPL:21.2% | US:62.2;EU:19.0;APAC:10.3;EM:4.2;Other:4.3 | Value:+0.4;Growth:+0.7;Quality:-0.1;Size:-0.5;Momentum:+0.4;LowVol:+0.1 | ESGOnly;NoMargin | 6 | 35 | 5.9 | trailing 8% | 105 | 18.8 | Bear | 24.2 | 4.36 | 3 | 184 | -10 | 50 | 62 | false | Hedge | Add TLT +1% as duration hedge | 13 | -6 | BrokerA | MKT | 86 | null | null | Normal monitoring | 43 | -42 | 92 | 3 | false | Tax-aware sells next window |
P4263 | Opportunistic | 401k | USD | 2025-03-28 | 1,445,213 | 50,703 | 1,394,510 | 1 | 73.6 | 13.9 | 6.2 | 6.4 | AAPL:27.1%;VOO:27.1%;TLT:27.1%;VNQ:18.8% | US:70.1;EU:10.8;APAC:7.8;EM:11.0;Other:0.3 | Value:-0.2;Growth:+0.1;Quality:+0.1;Size:+0.9;Momentum:-0.7;LowVol:-0.8 | MaxPos7% | 10 | 25 | 5.7 | hard 12% | 230 | 20.8 | Volatile | 22.2 | 4.91 | 2.1 | 142 | 47 | 86 | 65 | false | Rebalance | Shift +1% to bonds from equity | 7 | 15 | BrokerD | MKT | 95 | null | null | Normal monitoring | 59 | -26 | 67 | 3 | false | Monitor dispersion and breadth |
P4264 | Hands-off | Roth | USD | 2025-07-10 | 252,671 | 24,558 | 228,113 | 1 | 57.4 | 22.5 | 11.9 | 8.3 | HYG:17.8%;AAPL:18.3%;MUB:7.1%;VTI:19.4%;VOO:20.2%;VNQ:17.3% | US:62.6;EU:12.3;APAC:13.8;EM:7.2;Other:4.1 | Value:+0.1;Growth:+0.8;Quality:-0.4;Size:+0.3;Momentum:+0.8;LowVol:-0.8 | ESGOnly | 10 | 35 | 4.5 | hard 10% | 111 | 15.7 | Bear | 33.8 | 3.77 | 1.5 | 146 | -47 | 26 | 86 | true | Hedge | Buy index puts 1% notional | -13 | -18 | BrokerD | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | -38 | -25 | 5 | 2 | false | Increase defensive factor exposure |
P4265 | Opportunistic | Trust | USD | 2025-07-18 | 521,642 | 19,553 | 502,089 | 1 | 75.1 | 12.4 | 7.2 | 5.3 | HYG:31.4%;QQQ:34.3%;MSFT:34.3% | US:62.3;EU:13.5;APAC:11.8;EM:9.9;Other:2.5 | Value:-0.3;Growth:-0.8;Quality:+0.8;Size:+0.7;Momentum:-0.2;LowVol:-0.7 | MaxPos8% | 10 | 30 | 6.3 | hard 12% | 258 | 24 | Bull | 12.2 | 4.68 | 3.1 | 89 | 111 | 92 | 47 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | 14 | BrokerB | LMT | 100 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -23 | -25 | 46 | 4 | false | Within IPS guidelines |
P4266 | Active | IRA | USD | 2024-08-19 | 1,352,343 | 92,042 | 1,260,301 | 1.2 | 54.3 | 26.6 | 12.9 | 6.3 | IEF:13.0%;BRK.B:17.4%;BND:16.9%;TLT:14.3%;HYG:16.0%;VNQ:22.4% | US:74.1;EU:5.7;APAC:9.4;EM:10.1;Other:0.8 | Value:+0.2;Growth:-0.9;Quality:-0.5;Size:-0.1;Momentum:+0.4;LowVol:-0.9 | NoDerivatives | 7 | 35 | 4.5 | trailing 8% | 213 | 25.9 | Volatile | 20.6 | 4.41 | 4.2 | 115 | 32 | 80 | 54 | false | Rebalance | Shift +1% to bonds from equity | 13 | 4 | BrokerB | VWAP | 93 | null | null | Normal monitoring | 104 | -34 | 191 | 4 | false | Monitor dispersion and breadth |
P4267 | Hands-off | Taxable | USD | 2025-04-15 | 411,327 | 30,118 | 381,209 | 1 | 62.8 | 18 | 9.7 | 9.5 | IEF:27.4%;QQQ:27.4%;GLD:27.4%;TLT:17.8% | US:65.5;EU:9.7;APAC:13.4;EM:10.8;Other:0.7 | Value:-1.0;Growth:-0.7;Quality:-0.4;Size:-0.8;Momentum:+0.5;LowVol:-0.3 | MaxPos7% | 8 | 35 | 4.4 | trailing 10% | 92 | 15 | Bull | 13.5 | 3.97 | 2.9 | 110 | 41 | 83 | 39 | false | Rebalance | Shift +1% to bonds from equity | -7 | -3 | BrokerC | MKT | 100 | null | null | Normal monitoring | 10 | -9 | 14 | 3 | false | Tighten stops on momentum names |
P4268 | Active | Taxable | USD | 2025-03-31 | 2,435,753 | 160,047 | 2,275,706 | 1 | 64 | 29.7 | 0 | 6.2 | XLF:33.3%;AMZN:33.3%;TSLA:33.3% | US:72.9;EU:9.5;APAC:6.3;EM:10.4;Other:1.0 | Value:-0.2;Growth:+0.3;Quality:+0.9;Size:-0.6;Momentum:+0.3;LowVol:-0.8 | null | 8 | 30 | 5.5 | trailing 9% | 123 | 17 | Bull | 13.5 | 4.36 | 2.3 | 74 | 21 | 62 | 45 | false | Rebalance | Shift +1% to bonds from equity | -3 | -25 | BrokerB | MKT | 86 | null | null | Normal monitoring | -7 | -34 | 61 | 4 | false | Monitor dispersion and breadth |
P4269 | Cautious | Roth | USD | 2025-05-05 | 352,409 | 30,646 | 321,763 | 1 | 48.1 | 38.6 | 0 | 13.3 | TLT:35.4%;QQQ:29.1%;HYG:35.4% | US:64.2;EU:12.9;APAC:9.9;EM:10.1;Other:2.9 | Value:-0.4;Growth:-0.6;Quality:-0.3;Size:+0.6;Momentum:+0.7;LowVol:-0.5 | ESGOnly;NoMargin | 10 | 35 | 4.7 | trailing 8% | 139 | 14.6 | Bull | 14.5 | 4.09 | 3.1 | 103 | 119 | 95 | 46 | false | Sell | Trim extended winner -1% | 35 | 5 | BrokerB | LMT | 95 | null | null | Normal monitoring | 94 | -35 | 217 | 5 | false | Tax-aware sells next window |
P4270 | Cautious | IRA | USD | 2025-07-05 | 466,175 | 37,937 | 428,238 | 1 | 39.2 | 33.3 | 16.5 | 11 | AMZN:22.1%;VNQ:13.0%;VOO:20.6%;GLD:22.1%;BND:22.1% | US:64.8;EU:11.7;APAC:7.6;EM:11.3;Other:4.7 | Value:-0.7;Growth:+0.6;Quality:+0.8;Size:0.0;Momentum:+0.7;LowVol:+0.5 | ESGOnly;NoMargin | 7 | 35 | 5.2 | hard 10% | 110 | 13.6 | Bear | 30.2 | 4.04 | 2.1 | 163 | 20 | 68 | 57 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -7 | BrokerA | LMT | 94 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 76 | -40 | 36 | 5 | false | Tax-aware sells next window |
P4271 | Opportunistic | 401k | USD | 2025-01-19 | 542,732 | 39,640 | 503,092 | 1.13 | 62.5 | 11.4 | 21.3 | 4.9 | BND:27.4%;QQQ:26.8%;BRK.B:18.4%;IEF:27.4% | US:68.4;EU:11.0;APAC:11.4;EM:4.8;Other:4.5 | Value:+0.7;Growth:0.0;Quality:-0.4;Size:-0.1;Momentum:-0.4;LowVol:+0.2 | MaxPos8%;NoDerivatives | 6 | 30 | 4.3 | trailing 9% | 179 | 29.4 | Bull | 15.9 | 3.65 | 3.5 | 114 | 69 | 93 | 53 | false | NoAction | Within bands; monitor | -8 | -21 | BrokerB | MKT | 0 | null | null | Normal monitoring | 110 | -40 | 113 | 3 | false | Within IPS guidelines |
P4272 | Cautious | Trust | USD | 2024-08-31 | 772,669 | 76,945 | 695,724 | 1 | 38.1 | 33.9 | 10.1 | 18 | AAPL:19.1%;MUB:22.5%;TLT:13.5%;XLF:22.4%;IEF:22.5% | US:63.3;EU:17.0;APAC:11.0;EM:7.7;Other:1.0 | Value:-0.8;Growth:+0.6;Quality:0.0;Size:+0.2;Momentum:-0.2;LowVol:-0.3 | NoDerivatives;NoMargin | 6 | 35 | 5.2 | hard 10% | 170 | 17.9 | Bull | 12.3 | 4.97 | 3.3 | 111 | 39 | 55 | 31 | false | Rebalance | Shift +1% to bonds from equity | 35 | -37 | BrokerB | MKT | 100 | null | null | Normal monitoring | -37 | -32 | -5 | 5 | false | Within IPS guidelines |
P4273 | Hands-off | Taxable | USD | 2025-09-18 | 229,782 | 17,407 | 212,375 | 1 | 71.4 | 19.6 | 0 | 9.1 | AAPL:27.9%;BRK.B:24.4%;GLD:27.9%;MUB:19.7% | US:67.3;EU:10.4;APAC:9.0;EM:10.8;Other:2.4 | Value:+0.2;Growth:-0.3;Quality:-0.7;Size:-0.4;Momentum:-0.6;LowVol:-0.6 | ESGOnly;NoDerivatives | 5 | 25 | 5.5 | trailing 10% | 130 | 18.3 | Bear | 23.7 | 3.68 | 2.2 | 150 | 17 | 61 | 78 | true | Rebalance | Rebalance back to target bands | 1 | -12 | BrokerA | LMT | 93 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 80 | -43 | 147 | 4 | false | Tighten stops on momentum names |
P4274 | Opportunistic | Taxable | USD | 2025-12-08 | 1,789,421 | 104,463 | 1,684,958 | 1 | 68.9 | 13.3 | 9.1 | 8.6 | AMZN:33.3%;VTI:33.3%;TSLA:33.3% | US:63.7;EU:20.1;APAC:7.3;EM:6.6;Other:2.2 | Value:+0.7;Growth:-0.2;Quality:-0.8;Size:-0.5;Momentum:-0.2;LowVol:+0.2 | MaxPos5% | 5 | 30 | 4.6 | trailing 7% | 228 | 31.6 | Bear | 28.1 | 3.13 | 1.5 | 132 | 32 | 54 | 80 | true | Rebalance | Rebalance back to target bands | -3 | -31 | BrokerA | LMT | 90 | VAR>budget | Hedge | Risk above budget threshold | 118 | 16 | 81 | 3 | false | Monitor dispersion and breadth |
P4275 | Opportunistic | Trust | USD | 2025-01-11 | 1,557,263 | 124,982 | 1,432,281 | 1 | 71 | 14.4 | 6.2 | 8.4 | IEF:24.6%;XLF:18.0%;TLT:15.3%;MSFT:24.6%;HYG:17.6% | US:77.8;EU:6.2;APAC:9.8;EM:6.0;Other:0.2 | Value:+0.9;Growth:-1.0;Quality:+0.1;Size:-0.3;Momentum:-0.3;LowVol:+0.7 | null | 8 | 30 | 4.1 | trailing 9% | 213 | 27.1 | Volatile | 24.5 | 4.52 | 2.9 | 166 | 42 | 78 | 69 | false | Sell | Trim extended winner -1% | -7 | 4 | BrokerB | MKT | 85 | null | null | Normal monitoring | 46 | -28 | 103 | 3 | false | Increase defensive factor exposure |
P4276 | Active | 401k | USD | 2024-09-30 | 1,620,812 | 111,258 | 1,509,554 | 1 | 54.5 | 23.3 | 15.5 | 6.7 | GLD:22.6%;QQQ:11.7%;AMZN:16.6%;BND:12.2%;VOO:22.6%;XLF:14.3% | US:69.9;EU:11.9;APAC:10.8;EM:5.6;Other:1.9 | Value:-0.3;Growth:-0.7;Quality:-0.8;Size:-0.8;Momentum:+0.4;LowVol:-0.3 | MaxPos8% | 6 | 25 | 5.2 | hard 12% | 176 | 20 | Bear | 33.1 | 3.95 | 2.3 | 203 | -82 | 22 | 81 | true | Rebalance | Rebalance back to target bands | 5 | -11 | BrokerA | MKT | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 112 | 16 | 99 | 5 | false | Increase defensive factor exposure |
P4277 | Opportunistic | Roth | USD | 2025-10-18 | 1,145,937 | 39,021 | 1,106,916 | 1 | 67.4 | 15.2 | 10.3 | 7.1 | BRK.B:23.3%;VNQ:15.3%;AAPL:14.5%;AMZN:8.1%;TLT:23.3%;VTI:15.5% | US:68.1;EU:17.3;APAC:5.7;EM:8.3;Other:0.6 | Value:-0.5;Growth:-1.0;Quality:-0.8;Size:+0.3;Momentum:+0.3;LowVol:0.0 | null | 8 | 25 | 6.6 | hard 12% | 213 | 20.1 | Bull | 11.7 | 4.94 | 3.2 | 96 | 11 | 49 | 39 | false | Sell | Trim extended winner -1% | 30 | -23 | BrokerA | MKT | 91 | null | null | Normal monitoring | 29 | -28 | 82 | 4 | false | Within IPS guidelines |
P4278 | Opportunistic | Taxable | USD | 2025-02-18 | 1,560,299 | 130,374 | 1,429,925 | 1 | 69.3 | 15 | 11.5 | 4.3 | XLF:22.3%;AAPL:22.3%;TLT:19.4%;TSLA:13.6%;AMZN:22.3% | US:77.5;EU:5.9;APAC:8.6;EM:5.1;Other:2.9 | Value:-0.9;Growth:-0.6;Quality:-0.7;Size:+0.2;Momentum:+0.3;LowVol:-0.4 | NoDerivatives | 5 | 35 | 4.8 | trailing 7% | 257 | 28.9 | Bear | 27.8 | 4.47 | 2.2 | 146 | -63 | 11 | 81 | true | Hedge | Buy index puts 1% notional | 19 | 4 | BrokerA | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 84 | -45 | 117 | 5 | false | Within IPS guidelines |
P4279 | Cautious | Roth | USD | 2025-04-06 | 800,693 | 104,208 | 696,485 | 1 | 46.9 | 42.2 | 0 | 10.9 | BND:33.5%;QQQ:33.0%;AMZN:33.5% | US:70.7;EU:11.4;APAC:7.6;EM:7.8;Other:2.5 | Value:-1.0;Growth:-0.0;Quality:-1.0;Size:+0.3;Momentum:+0.3;LowVol:-0.3 | MaxPos5%;NoMargin | 8 | 35 | 3.8 | trailing 10% | 167 | 17.7 | Volatile | 20.2 | 4.77 | 3 | 114 | 80 | 98 | 48 | false | Rebalance | Shift +1% to bonds from equity | 23 | 7 | BrokerA | MKT | 91 | null | null | Normal monitoring | 6 | 18 | -14 | 4 | false | Tax-aware sells next window |
P4280 | Hands-off | IRA | USD | 2024-08-05 | 165,095 | 10,752 | 154,343 | 1 | 67.1 | 25 | 0 | 7.8 | GLD:26.6%;QQQ:26.6%;HYG:26.6%;XLF:20.1% | US:71.0;EU:6.6;APAC:12.0;EM:8.5;Other:1.8 | Value:+0.8;Growth:+0.5;Quality:-0.9;Size:-0.4;Momentum:+0.7;LowVol:+0.4 | ESGOnly;MaxPos8% | 5 | 25 | 5.1 | hard 10% | 158 | 14.7 | Volatile | 26.5 | 4.19 | 4.1 | 110 | -46 | 38 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 13 | -27 | BrokerD | MKT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 38 | 7 | 8 | 2 | false | Tighten stops on momentum names |
P4281 | Hands-off | 401k | USD | 2024-09-08 | 782,577 | 70,576 | 712,001 | 1 | 64.9 | 22.5 | 6.4 | 6.2 | MUB:25.8%;XLF:22.7%;GLD:25.8%;HYG:25.8% | US:73.9;EU:8.3;APAC:11.8;EM:5.3;Other:0.7 | Value:+0.8;Growth:+0.3;Quality:-0.3;Size:-0.2;Momentum:+0.7;LowVol:-0.4 | MaxPos6%;NoDerivatives | 10 | 25 | 4.7 | trailing 8% | 149 | 12 | Volatile | 24.5 | 5.09 | 3.2 | 146 | 57 | 81 | 58 | false | Rebalance | Shift +1% to bonds from equity | 24 | 13 | BrokerD | MKT | 90 | null | null | Normal monitoring | -34 | -16 | 92 | 5 | false | Increase defensive factor exposure |
P4282 | Cautious | Taxable | USD | 2024-09-13 | 272,961 | 26,182 | 246,779 | 1 | 48.2 | 35.5 | 4 | 12.3 | VNQ:20.8%;BRK.B:19.0%;TLT:7.3%;MSFT:20.3%;VTI:20.8%;TSLA:11.8% | US:67.3;EU:7.8;APAC:13.2;EM:10.4;Other:1.4 | Value:-0.0;Growth:+0.7;Quality:-0.5;Size:-0.9;Momentum:-0.4;LowVol:-0.5 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 4.1 | hard 10% | 157 | 14.3 | Bull | 14.1 | 4.53 | 2.7 | 119 | 48 | 83 | 29 | false | Sell | Trim extended winner -1% | 32 | 6 | BrokerD | MKT | 96 | null | null | Normal monitoring | 75 | -21 | 108 | 3 | false | Within IPS guidelines |
P4283 | Systematic | Trust | USD | 2025-04-12 | 418,565 | 26,640 | 391,925 | 1 | 57.7 | 33.1 | 0 | 9.2 | HYG:26.3%;VNQ:21.1%;TSLA:26.3%;MUB:26.3% | US:57.7;EU:15.4;APAC:11.1;EM:12.6;Other:3.2 | Value:-0.0;Growth:-0.3;Quality:+0.7;Size:-0.0;Momentum:+0.5;LowVol:-0.8 | null | 8 | 30 | 4.8 | trailing 8% | 202 | 20.1 | Bull | 11.4 | 3.86 | 3.1 | 107 | 25 | 61 | 38 | false | Buy | Add to core equity +1% | -2 | -31 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 0 | -57 | -27 | 4 | false | Tighten stops on momentum names |
P4284 | Cautious | Roth | USD | 2025-03-15 | 494,262 | 72,607 | 421,655 | 1 | 37.3 | 39.3 | 12 | 11.3 | HYG:15.7%;TSLA:23.5%;TLT:24.6%;VOO:11.8%;AMZN:24.6% | US:68.2;EU:6.1;APAC:13.9;EM:9.0;Other:2.8 | Value:-0.0;Growth:0.0;Quality:-0.0;Size:-1.0;Momentum:-0.9;LowVol:+0.8 | NoDerivatives;NoMargin | 6 | 25 | 5.6 | trailing 8% | 134 | 17.2 | Sideways | 20 | 4.7 | 2.3 | 103 | -20 | 54 | 42 | false | Rebalance | Shift +1% to bonds from equity | 1 | -17 | BrokerC | MKT | 95 | null | null | Normal monitoring | 61 | -28 | 161 | 5 | false | Monitor dispersion and breadth |
P4285 | Systematic | Taxable | USD | 2025-02-10 | 697,215 | 62,633 | 634,582 | 1 | 58.8 | 21.1 | 12.7 | 7.5 | VOO:30.2%;XLF:30.2%;VNQ:20.3%;BND:19.4% | US:70.6;EU:9.2;APAC:6.7;EM:7.9;Other:5.5 | Value:-0.2;Growth:-0.6;Quality:+0.9;Size:-0.2;Momentum:-0.3;LowVol:+0.1 | null | 6 | 35 | 4.1 | hard 12% | 162 | 17.1 | Volatile | 22.1 | 4.17 | 2.6 | 125 | 9 | 48 | 61 | false | Rebalance | Shift +1% to bonds from equity | 13 | -12 | BrokerC | LMT | 93 | null | null | Normal monitoring | 32 | -41 | 83 | 4 | false | Monitor dispersion and breadth |
P4286 | Hands-off | 401k | USD | 2025-05-02 | 569,422 | 27,326 | 542,096 | 1 | 70 | 18.4 | 2.9 | 8.7 | VTI:23.1%;TSLA:19.7%;MUB:23.1%;IEF:23.1%;HYG:10.9% | US:65.6;EU:12.7;APAC:12.4;EM:7.8;Other:1.5 | Value:+0.8;Growth:-0.8;Quality:-0.2;Size:+0.2;Momentum:-0.5;LowVol:-0.7 | null | 8 | 30 | 3.8 | trailing 8% | 136 | 19.8 | Bull | 13.4 | 3.9 | 3.2 | 82 | 102 | 86 | 57 | false | NoAction | Within bands; monitor | 25 | -29 | BrokerD | MKT | 0 | null | null | Normal monitoring | 114 | -58 | 251 | 4 | false | Within IPS guidelines |
P4287 | Cautious | Taxable | USD | 2025-08-07 | 692,297 | 75,031 | 617,266 | 1 | 48.4 | 37.4 | 0 | 14.2 | IEF:22.0%;VNQ:22.0%;QQQ:16.9%;BND:17.8%;VTI:12.7%;VOO:8.7% | US:68.7;EU:16.8;APAC:5.4;EM:8.0;Other:1.1 | Value:+0.6;Growth:-0.4;Quality:+0.1;Size:+0.2;Momentum:+0.9;LowVol:+0.5 | ESGOnly;NoMargin | 8 | 30 | 5.1 | hard 10% | 151 | 12.6 | Bull | 11.7 | 4.66 | 2.2 | 75 | 70 | 80 | 23 | false | Hedge | Add TLT +1% as duration hedge | -6 | -38 | BrokerC | MKT | 92 | null | null | Normal monitoring | -11 | -12 | 62 | 3 | false | Within IPS guidelines |
P4288 | Active | 401k | USD | 2025-01-26 | 1,601,635 | 133,580 | 1,468,055 | 1 | 56.7 | 31.8 | 3.8 | 7.6 | IEF:27.6%;VOO:27.6%;QQQ:23.9%;BND:20.9% | US:62.1;EU:9.1;APAC:14.4;EM:9.6;Other:4.8 | Value:-0.6;Growth:+0.6;Quality:-0.1;Size:-0.7;Momentum:-1.0;LowVol:-0.1 | NoDerivatives | 10 | 25 | 5 | hard 12% | 162 | 19.8 | Volatile | 23.7 | 5.38 | 3.7 | 140 | -9 | 53 | 69 | false | Buy | Add to core equity +1% | 13 | -8 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 65 | -50 | 134 | 5 | false | Tax-aware sells next window |
P4289 | Hands-off | IRA | USD | 2025-07-27 | 443,248 | 31,384 | 411,864 | 1 | 62 | 16.3 | 12.3 | 9.4 | QQQ:11.7%;XLF:11.3%;BRK.B:20.7%;VNQ:16.7%;TLT:20.7%;VTI:19.0% | US:59.0;EU:12.7;APAC:16.5;EM:10.2;Other:1.6 | Value:-0.7;Growth:-0.8;Quality:+0.9;Size:-0.1;Momentum:-0.8;LowVol:+0.2 | ESGOnly;MaxPos8%;NoDerivatives | 8 | 35 | 3.7 | trailing 8% | 148 | 18.6 | Volatile | 31.8 | 5.45 | 4.3 | 137 | 22 | 75 | 72 | true | Hedge | Buy index puts 1% notional | 24 | -32 | BrokerA | MKT | 98 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 32 | -39 | 60 | 2 | false | Within IPS guidelines |
P4290 | Opportunistic | IRA | USD | 2025-04-12 | 766,601 | 61,738 | 704,863 | 1 | 70.4 | 10.8 | 14.7 | 4.1 | BRK.B:35.7%;TSLA:28.5%;GLD:35.7% | US:65.2;EU:5.5;APAC:12.4;EM:12.1;Other:4.8 | Value:+0.6;Growth:-0.3;Quality:-0.2;Size:+0.4;Momentum:-0.5;LowVol:+0.7 | null | 5 | 35 | 4.5 | trailing 9% | 245 | 25.8 | Volatile | 29.2 | 5.11 | 3.3 | 145 | -15 | 39 | 77 | true | Rebalance | Rebalance back to target bands | 4 | 15 | BrokerC | MKT | 92 | VAR>budget | Reduce | Risk above budget threshold | 97 | -30 | 131 | 2 | true | Monitor dispersion and breadth |
P4291 | Systematic | IRA | USD | 2024-11-01 | 1,899,049 | 157,373 | 1,741,676 | 1 | 62.2 | 32.3 | 0 | 5.5 | VTI:17.6%;MSFT:12.5%;HYG:17.6%;AAPL:12.8%;BND:20.6%;TSLA:18.9% | US:76.2;EU:8.6;APAC:5.8;EM:4.6;Other:4.7 | Value:+0.6;Growth:-0.1;Quality:-0.3;Size:-0.1;Momentum:+0.8;LowVol:+0.8 | MaxPos5% | 10 | 25 | 4.9 | trailing 9% | 136 | 19.6 | Bull | 16.1 | 4.22 | 2.4 | 94 | 2 | 53 | 58 | false | Rebalance | Shift +1% to bonds from equity | 13 | -33 | BrokerA | MKT | 91 | null | null | Normal monitoring | 65 | -33 | 174 | 5 | false | Within IPS guidelines |
P4292 | Systematic | Taxable | USD | 2025-06-26 | 1,046,864 | 44,434 | 1,002,430 | 1 | 55.6 | 29.6 | 5.2 | 9.6 | BND:22.3%;QQQ:12.3%;TLT:22.3%;MUB:11.9%;VTI:9.0%;TSLA:22.2% | US:72.2;EU:7.8;APAC:7.6;EM:9.0;Other:3.4 | Value:-0.7;Growth:+0.4;Quality:-0.2;Size:-0.1;Momentum:+0.6;LowVol:+0.4 | MaxPos6% | 5 | 25 | 4.5 | hard 12% | 145 | 21.5 | Bull | 13.8 | 4.03 | 2.3 | 91 | 104 | 100 | 32 | false | Hedge | Add TLT +1% as duration hedge | 33 | 14 | BrokerD | MKT | 89 | null | null | Normal monitoring | -8 | 12 | -44 | 4 | false | Tax-aware sells next window |
P4293 | Hands-off | Taxable | USD | 2025-01-19 | 539,076 | 39,387 | 499,689 | 1 | 74.7 | 15.5 | 3.4 | 6.4 | HYG:21.9%;QQQ:20.7%;VTI:11.1%;MUB:21.9%;VOO:12.2%;BND:12.3% | US:64.7;EU:13.7;APAC:8.8;EM:12.2;Other:0.5 | Value:-0.2;Growth:+0.1;Quality:+0.6;Size:-0.0;Momentum:-0.0;LowVol:-0.5 | ESGOnly;NoDerivatives | 6 | 30 | 4.3 | trailing 10% | 132 | 17.8 | Volatile | 27 | 4.6 | 4.1 | 156 | -32 | 28 | 88 | true | Hedge | Buy index puts 1% notional | -13 | -13 | BrokerA | MKT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 4 | -15 | -3 | 3 | false | Within IPS guidelines |
P4294 | Hands-off | 401k | USD | 2024-11-25 | 394,642 | 21,557 | 373,085 | 1 | 63.5 | 25.1 | 4.1 | 7.3 | MSFT:33.3%;BND:33.3%;VOO:33.3% | US:74.7;EU:6.7;APAC:6.5;EM:7.4;Other:4.7 | Value:+0.3;Growth:-0.1;Quality:+1.0;Size:0.0;Momentum:+0.9;LowVol:-0.2 | ESGOnly;MaxPos6% | 10 | 35 | 3.8 | trailing 8% | 167 | 15.2 | Bull | 16.2 | 4.24 | 2.7 | 76 | 68 | 93 | 44 | false | Buy | Add to core equity +1% | 4 | -35 | BrokerD | LMT | 99 | null | null | Normal monitoring | -47 | -24 | -44 | 5 | false | Within IPS guidelines |
P4295 | Hands-off | Roth | USD | 2025-04-02 | 541,934 | 31,692 | 510,242 | 1 | 60.7 | 23.8 | 7 | 8.4 | TLT:21.1%;VOO:21.1%;GLD:21.1%;BRK.B:21.1%;HYG:15.5% | US:70.0;EU:11.6;APAC:7.7;EM:9.3;Other:1.5 | Value:-0.0;Growth:-0.6;Quality:+0.8;Size:-0.8;Momentum:+0.1;LowVol:+0.5 | ESGOnly | 8 | 30 | 4.3 | trailing 8% | 159 | 13.9 | Bear | 24.5 | 4.22 | 1.4 | 220 | -9 | 37 | 63 | false | Hedge | Add TLT +1% as duration hedge | 27 | 8 | BrokerB | MKT | 90 | null | null | Normal monitoring | 74 | 18 | 127 | 3 | false | Increase defensive factor exposure |
P4296 | Opportunistic | Taxable | USD | 2025-11-29 | 351,543 | 26,589 | 324,954 | 1 | 69 | 16.2 | 7.8 | 6.9 | VTI:25.2%;QQQ:15.6%;TSLA:25.2%;VNQ:19.5%;VOO:14.4% | US:74.3;EU:12.5;APAC:6.4;EM:5.8;Other:1.0 | Value:+0.4;Growth:-0.1;Quality:+0.7;Size:-0.8;Momentum:+0.7;LowVol:+1.0 | MaxPos8%;NoDerivatives | 7 | 25 | 5.2 | hard 12% | 171 | 31.6 | Bear | 23.8 | 4.31 | 1.6 | 153 | -50 | 19 | 73 | true | Hedge | Buy index puts 1% notional | 8 | -24 | BrokerC | LMT | 89 | VAR>budget | TightenStops | Risk above budget threshold | -23 | -2 | 108 | 2 | true | Monitor dispersion and breadth |
P4297 | Opportunistic | Taxable | USD | 2025-10-04 | 582,644 | 40,124 | 542,520 | 1 | 65 | 16 | 12.1 | 6.9 | AMZN:24.4%;TSLA:21.8%;QQQ:24.4%;MSFT:13.3%;GLD:16.1% | US:56.3;EU:18.3;APAC:9.9;EM:10.3;Other:5.2 | Value:-0.8;Growth:0.0;Quality:+0.8;Size:+0.5;Momentum:+0.3;LowVol:+0.2 | null | 10 | 25 | 4.1 | trailing 9% | 242 | 33.8 | Volatile | 20.3 | 4.11 | 2.4 | 141 | 44 | 71 | 65 | false | Sell | Trim extended winner -1% | -13 | 9 | BrokerA | MKT | 86 | null | null | Normal monitoring | -4 | 5 | 25 | 5 | false | Increase defensive factor exposure |
P4298 | Hands-off | IRA | USD | 2024-08-23 | 458,857 | 28,535 | 430,322 | 1 | 64 | 20.6 | 5.7 | 9.7 | MSFT:18.1%;MUB:29.7%;VNQ:22.5%;AAPL:29.7% | US:61.0;EU:16.5;APAC:12.4;EM:6.2;Other:4.0 | Value:-0.2;Growth:+0.4;Quality:+0.1;Size:-0.4;Momentum:-0.7;LowVol:+0.2 | ESGOnly;MaxPos8% | 7 | 35 | 4.6 | hard 10% | 109 | 14.9 | Sideways | 20.4 | 4.38 | 2.5 | 112 | -19 | 51 | 64 | false | NoAction | Within bands; monitor | 22 | -2 | BrokerB | MKT | 0 | null | null | Normal monitoring | -50 | -36 | -85 | 3 | false | Tighten stops on momentum names |
P4299 | Hands-off | IRA | USD | 2025-09-24 | 502,772 | 28,634 | 474,138 | 1 | 65.2 | 27.4 | 0 | 7.4 | BND:29.6%;XLF:17.9%;IEF:29.6%;VOO:22.8% | US:61.0;EU:13.4;APAC:9.1;EM:12.3;Other:4.3 | Value:-0.6;Growth:+0.5;Quality:-0.6;Size:+0.8;Momentum:+0.4;LowVol:+0.5 | MaxPos8%;NoDerivatives | 6 | 30 | 4.8 | hard 10% | 166 | 15.9 | Volatile | 23.2 | 4.49 | 4 | 140 | 18 | 60 | 75 | true | Rebalance | Rebalance back to target bands | 19 | 8 | BrokerA | MKT | 96 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 95 | -25 | 78 | 3 | false | Tax-aware sells next window |
P4300 | Systematic | 401k | USD | 2025-08-19 | 768,283 | 47,361 | 720,922 | 1 | 57 | 31 | 3.7 | 8.4 | TSLA:27.9%;AMZN:27.9%;BRK.B:27.9%;GLD:16.4% | US:63.0;EU:13.8;APAC:10.0;EM:9.4;Other:3.8 | Value:+0.3;Growth:-0.9;Quality:+0.7;Size:-0.3;Momentum:-0.7;LowVol:+0.6 | null | 5 | 30 | 4 | trailing 8% | 134 | 21.8 | Bear | 24.1 | 3.5 | 1.1 | 151 | 1 | 45 | 71 | true | Hedge | Buy index puts 1% notional | 16 | -33 | BrokerA | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | 60 | -3 | 80 | 3 | false | Tax-aware sells next window |
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