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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4301 | Active | IRA | USD | 2024-10-15 | 1,352,245 | 159,647 | 1,192,598 | 1 | 60.1 | 25.8 | 6.6 | 7.5 | HYG:19.4%;VOO:15.1%;IEF:9.8%;BND:14.0%;XLF:21.4%;VTI:20.2% | US:59.6;EU:15.1;APAC:14.1;EM:8.9;Other:2.3 | Value:-0.3;Growth:-0.1;Quality:-0.9;Size:-0.5;Momentum:-0.9;LowVol:-0.1 | NoDerivatives | 10 | 35 | 4.2 | trailing 8% | 140 | 16.1 | Volatile | 30.6 | 4.81 | 2.4 | 154 | -22 | 52 | 86 | true | Hedge | Buy index puts 1% notional | -8 | -26 | BrokerD | MKT | 87 | VAR>budget | Pause | Risk above budget threshold | 29 | 17 | 169 | 3 | false | Tighten stops on momentum names |
P4302 | Hands-off | Roth | USD | 2025-06-05 | 187,985 | 12,781 | 175,204 | 1 | 72.3 | 18.4 | 4.2 | 5.1 | AAPL:29.1%;TLT:29.1%;VNQ:16.6%;MSFT:25.2% | US:73.9;EU:11.6;APAC:6.4;EM:3.9;Other:4.1 | Value:-0.6;Growth:+0.7;Quality:+0.7;Size:+0.3;Momentum:+0.6;LowVol:+0.7 | null | 5 | 30 | 5.4 | trailing 8% | 170 | 15 | Volatile | 20.4 | 4.33 | 3.9 | 113 | -2 | 34 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | -1 | BrokerA | LMT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -41 | -45 | -15 | 2 | false | Within IPS guidelines |
P4303 | Systematic | 401k | USD | 2024-07-30 | 1,476,759 | 98,159 | 1,378,600 | 1 | 62 | 26.5 | 5.5 | 6 | MUB:33.3%;MSFT:33.3%;AMZN:33.3% | US:60.9;EU:17.7;APAC:14.3;EM:7.0;Other:0.1 | Value:-0.2;Growth:-0.4;Quality:+0.9;Size:+0.5;Momentum:-0.5;LowVol:+0.7 | MaxPos7% | 5 | 25 | 4.8 | trailing 8% | 206 | 23.4 | Volatile | 30.2 | 5.01 | 3.2 | 174 | 66 | 78 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | -2 | BrokerA | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -43 | -40 | -10 | 2 | true | Monitor dispersion and breadth |
P4304 | Systematic | 401k | USD | 2025-02-03 | 482,388 | 31,203 | 451,185 | 1 | 64.5 | 28.3 | 0 | 7.2 | AAPL:7.5%;VNQ:16.2%;AMZN:21.7%;BRK.B:21.7%;XLF:21.7%;IEF:11.2% | US:53.1;EU:18.5;APAC:11.5;EM:12.0;Other:4.9 | Value:-0.6;Growth:+0.8;Quality:+0.4;Size:-0.4;Momentum:+0.8;LowVol:+0.3 | null | 5 | 25 | 4.3 | trailing 9% | 181 | 26.4 | Bear | 34.3 | 3.15 | 1.3 | 197 | 8 | 47 | 90 | true | Rebalance | Rebalance back to target bands | 34 | -27 | BrokerD | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 55 | 18 | 72 | 3 | false | Within IPS guidelines |
P4305 | Hands-off | Trust | USD | 2025-08-01 | 202,018 | 15,551 | 186,467 | 1 | 68.7 | 22.4 | 0 | 8.9 | XLF:16.4%;BRK.B:28.1%;VOO:28.1%;VNQ:27.3% | US:67.7;EU:12.7;APAC:11.5;EM:6.9;Other:1.2 | Value:-0.6;Growth:-0.3;Quality:+0.4;Size:-0.8;Momentum:-0.6;LowVol:+0.2 | ESGOnly;MaxPos7%;NoDerivatives | 7 | 30 | 5.2 | trailing 8% | 122 | 13.4 | Bull | 15.5 | 4.77 | 3.3 | 82 | 81 | 100 | 58 | false | Rebalance | Shift +1% to bonds from equity | -14 | -22 | BrokerD | LMT | 96 | null | null | Normal monitoring | -5 | -46 | 0 | 5 | false | Tighten stops on momentum names |
P4306 | Cautious | IRA | USD | 2025-03-29 | 290,215 | 27,034 | 263,181 | 1 | 40.5 | 35.6 | 9.6 | 14.3 | TLT:9.8%;IEF:20.5%;VTI:20.5%;VNQ:20.5%;XLF:11.0%;AAPL:17.7% | US:64.7;EU:9.6;APAC:6.5;EM:13.9;Other:5.1 | Value:+0.7;Growth:-0.2;Quality:-0.5;Size:+0.4;Momentum:+0.6;LowVol:+0.6 | ESGOnly;NoMargin | 8 | 30 | 5.6 | trailing 8% | 122 | 17.9 | Bear | 32.8 | 4.13 | 2.4 | 204 | 14 | 71 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 1 | -20 | BrokerD | LMT | 94 | VAR>budget | Hedge | Risk above budget threshold | 30 | -14 | 164 | 4 | false | Tighten stops on momentum names |
P4307 | Systematic | IRA | USD | 2025-10-04 | 1,203,747 | 92,613 | 1,111,134 | 1 | 69.1 | 23.1 | 0.2 | 7.6 | BRK.B:25.4%;MUB:25.4%;XLF:23.7%;VOO:25.4% | US:69.8;EU:10.0;APAC:9.7;EM:5.5;Other:5.0 | Value:+0.3;Growth:+0.4;Quality:-0.6;Size:-0.4;Momentum:-0.5;LowVol:-0.3 | null | 8 | 35 | 5.9 | hard 12% | 188 | 17 | Bull | 11.8 | 4.05 | 3.1 | 105 | 115 | 100 | 44 | true | Hedge | Buy index puts 1% notional | 0 | 15 | BrokerC | LMT | 85 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 16 | -60 | 135 | 4 | false | Increase defensive factor exposure |
P4308 | Systematic | Taxable | USD | 2024-09-18 | 1,559,393 | 63,530 | 1,495,863 | 1 | 68.5 | 21.5 | 1.7 | 8.4 | VNQ:36.8%;BND:26.5%;VTI:36.8% | US:67.2;EU:14.7;APAC:10.1;EM:7.6;Other:0.3 | Value:+0.1;Growth:+0.2;Quality:+0.3;Size:-0.1;Momentum:+0.9;LowVol:-0.6 | NoDerivatives | 8 | 30 | 4.9 | hard 12% | 159 | 18.5 | Bear | 32.5 | 4.33 | 1.7 | 183 | 38 | 64 | 81 | true | Hedge | Buy index puts 1% notional | -14 | -23 | BrokerA | MKT | 99 | VAR>budget | Pause | Risk above budget threshold | -50 | 4 | 49 | 3 | false | Tighten stops on momentum names |
P4309 | Cautious | 401k | USD | 2025-10-25 | 878,486 | 98,374 | 780,112 | 1 | 35.7 | 37.4 | 11.7 | 15.1 | XLF:19.2%;QQQ:12.9%;BRK.B:22.9%;MSFT:22.0%;GLD:22.9% | US:55.4;EU:20.1;APAC:9.8;EM:10.5;Other:4.1 | Value:-0.5;Growth:+0.6;Quality:+0.7;Size:-0.8;Momentum:+0.8;LowVol:-0.7 | MaxPos7%;NoMargin | 8 | 30 | 6 | hard 10% | 170 | 17.7 | Bull | 17.4 | 4.49 | 2.1 | 93 | 56 | 82 | 39 | false | Hedge | Add TLT +1% as duration hedge | -12 | -4 | BrokerC | VWAP | 88 | null | null | Normal monitoring | 108 | -33 | 175 | 5 | false | Increase defensive factor exposure |
P4310 | Hands-off | IRA | USD | 2025-06-13 | 340,019 | 17,677 | 322,342 | 1 | 55.1 | 20.8 | 16.5 | 7.7 | AMZN:25.4%;TLT:26.9%;IEF:20.8%;MSFT:26.9% | US:59.9;EU:20.5;APAC:8.4;EM:6.1;Other:5.1 | Value:-0.5;Growth:-0.3;Quality:-1.0;Size:+0.6;Momentum:+0.2;LowVol:-0.1 | ESGOnly;MaxPos6% | 6 | 25 | 3.5 | trailing 8% | 159 | 13.2 | Bull | 16.4 | 4.65 | 2.2 | 85 | 60 | 79 | 42 | false | Rebalance | Shift +1% to bonds from equity | -6 | -36 | BrokerC | MKT | 90 | null | null | Normal monitoring | -49 | -14 | 82 | 3 | false | Tax-aware sells next window |
P4311 | Systematic | 401k | USD | 2024-12-22 | 834,577 | 37,119 | 797,458 | 1 | 63.5 | 31.2 | 0 | 5.2 | AMZN:21.8%;TSLA:10.5%;TLT:22.6%;MSFT:22.6%;HYG:22.6% | US:69.7;EU:13.0;APAC:12.2;EM:2.8;Other:2.3 | Value:+0.4;Growth:0.0;Quality:+0.9;Size:-0.5;Momentum:+0.2;LowVol:+0.8 | MaxPos8%;NoDerivatives | 6 | 35 | 4.4 | trailing 8% | 174 | 19.1 | Bull | 13.1 | 4.89 | 3.4 | 101 | 120 | 100 | 39 | false | Sell | Trim extended winner -1% | 33 | -15 | BrokerB | MKT | 95 | null | null | Normal monitoring | 5 | -46 | 33 | 3 | false | Tighten stops on momentum names |
P4312 | Opportunistic | IRA | USD | 2024-07-27 | 431,771 | 33,651 | 398,120 | 1 | 70.3 | 14.8 | 10 | 4.9 | QQQ:18.2%;VTI:24.1%;VNQ:18.1%;AAPL:15.4%;GLD:24.1% | US:66.4;EU:16.2;APAC:10.3;EM:5.1;Other:2.0 | Value:-0.4;Growth:-0.2;Quality:0.0;Size:-0.4;Momentum:-0.4;LowVol:+0.7 | null | 8 | 35 | 5.9 | hard 12% | 187 | 33.9 | Bull | 13 | 4.33 | 3.5 | 101 | 62 | 80 | 50 | true | Hedge | Buy index puts 1% notional | 31 | -35 | BrokerB | LMT | 99 | VAR>budget | Hedge | Risk above budget threshold | 17 | -28 | 38 | 5 | false | Monitor dispersion and breadth |
P4313 | Hands-off | IRA | USD | 2024-08-25 | 666,087 | 26,917 | 639,170 | 1 | 66.9 | 24.7 | 2.8 | 5.6 | AMZN:14.8%;HYG:15.4%;BND:24.3%;QQQ:24.3%;GLD:21.3% | US:66.7;EU:16.7;APAC:4.9;EM:7.0;Other:4.7 | Value:+0.5;Growth:+0.9;Quality:+0.1;Size:-1.0;Momentum:+0.8;LowVol:+0.1 | ESGOnly;NoDerivatives | 7 | 35 | 3.7 | hard 10% | 153 | 19.7 | Sideways | 19 | 4.91 | 2.7 | 111 | -28 | 50 | 58 | true | Hedge | Buy index puts 1% notional | 19 | 7 | BrokerB | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 71 | 2 | 192 | 4 | false | Monitor dispersion and breadth |
P4314 | Opportunistic | Taxable | USD | 2024-12-01 | 919,806 | 56,348 | 863,458 | 1 | 65.9 | 18.4 | 6.8 | 8.9 | IEF:21.4%;BRK.B:22.7%;QQQ:18.8%;VOO:14.3%;TSLA:22.7% | US:70.9;EU:7.5;APAC:11.2;EM:10.1;Other:0.3 | Value:-0.7;Growth:-0.5;Quality:+0.5;Size:-0.6;Momentum:-0.5;LowVol:+0.2 | null | 7 | 30 | 5.9 | hard 12% | 201 | 34.6 | Bear | 23.9 | 3.34 | 1.9 | 173 | 4 | 63 | 57 | false | Rebalance | Shift +1% to bonds from equity | 13 | -20 | BrokerD | LMT | 86 | null | null | Normal monitoring | 72 | -27 | 63 | 3 | false | Monitor dispersion and breadth |
P4315 | Hands-off | IRA | USD | 2024-10-22 | 701,260 | 63,931 | 637,329 | 1 | 67.8 | 15.5 | 10.8 | 6 | QQQ:10.2%;HYG:21.1%;VTI:18.7%;XLF:21.1%;MSFT:11.2%;GLD:17.7% | US:69.5;EU:9.5;APAC:9.8;EM:9.6;Other:1.5 | Value:-0.0;Growth:-0.3;Quality:+1.0;Size:0.0;Momentum:-0.7;LowVol:+0.2 | ESGOnly;MaxPos6% | 6 | 25 | 3.5 | hard 10% | 113 | 19.4 | Bull | 12.6 | 4.61 | 3.4 | 106 | 74 | 83 | 40 | false | Rebalance | Shift +1% to bonds from equity | 31 | 1 | BrokerC | LMT | 90 | null | null | Normal monitoring | 49 | -46 | 35 | 3 | false | Monitor dispersion and breadth |
P4316 | Active | 401k | USD | 2025-02-19 | 603,690 | 48,995 | 554,695 | 1 | 57.9 | 20.1 | 16.7 | 5.3 | BND:11.0%;TLT:17.7%;XLF:20.0%;HYG:20.2%;GLD:19.3%;VNQ:11.8% | US:68.1;EU:12.4;APAC:6.2;EM:12.2;Other:1.2 | Value:+0.1;Growth:+0.3;Quality:-0.1;Size:-0.6;Momentum:+0.2;LowVol:+0.4 | NoDerivatives | 6 | 25 | 4.2 | trailing 8% | 171 | 21.5 | Volatile | 27.1 | 5.14 | 3.8 | 116 | 39 | 81 | 74 | true | Hedge | Buy index puts 1% notional | 17 | -31 | BrokerB | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | 98 | 12 | 122 | 3 | false | Tax-aware sells next window |
P4317 | Cautious | 401k | USD | 2025-11-17 | 273,655 | 31,413 | 242,242 | 1 | 47.5 | 38 | 0 | 14.5 | TLT:34.2%;HYG:34.2%;IEF:31.6% | US:64.8;EU:18.3;APAC:6.7;EM:6.9;Other:3.3 | Value:+0.6;Growth:-0.2;Quality:-0.5;Size:+0.3;Momentum:-0.1;LowVol:+0.8 | MaxPos6%;NoMargin | 7 | 30 | 5.5 | trailing 10% | 91 | 16.5 | Volatile | 27.7 | 5.15 | 3.5 | 180 | -36 | 23 | 63 | false | Rebalance | Shift +1% to bonds from equity | 19 | -19 | BrokerC | VWAP | 92 | null | null | Normal monitoring | -16 | -52 | 7 | 3 | false | Monitor dispersion and breadth |
P4318 | Hands-off | 401k | USD | 2024-11-01 | 150,435 | 6,708 | 143,727 | 1 | 63.7 | 15.7 | 13.3 | 7.3 | VTI:15.7%;GLD:13.4%;QQQ:17.5%;MUB:23.3%;AMZN:12.5%;VNQ:17.7% | US:64.9;EU:6.8;APAC:15.8;EM:7.0;Other:5.4 | Value:-0.4;Growth:-1.0;Quality:+0.7;Size:-0.9;Momentum:-0.8;LowVol:+0.9 | NoDerivatives | 7 | 25 | 4.2 | hard 10% | 154 | 15.9 | Bull | 16.7 | 3.63 | 3.5 | 105 | 54 | 84 | 59 | false | Buy | Add to core equity +1% | -12 | -13 | BrokerD | LMT | 96 | null | null | Normal monitoring | 45 | 0 | 31 | 5 | false | Increase defensive factor exposure |
P4319 | Systematic | Trust | USD | 2025-06-07 | 975,732 | 59,179 | 916,553 | 1 | 65 | 29.3 | 0 | 5.7 | BRK.B:16.9%;IEF:16.2%;VTI:23.6%;TLT:19.7%;QQQ:23.6% | US:64.1;EU:17.2;APAC:6.5;EM:7.7;Other:4.6 | Value:+0.1;Growth:-0.0;Quality:+0.3;Size:+0.3;Momentum:-0.4;LowVol:+0.8 | null | 5 | 30 | 5.2 | trailing 9% | 124 | 19.5 | Sideways | 15.5 | 3.92 | 2.7 | 129 | 57 | 67 | 54 | false | Buy | Add to core equity +1% | 33 | -40 | BrokerC | MKT | 98 | null | null | Normal monitoring | -38 | -23 | 30 | 5 | false | Tax-aware sells next window |
P4320 | Cautious | 401k | USD | 2024-09-22 | 455,470 | 61,284 | 394,186 | 1 | 44.3 | 34.9 | 8.7 | 12.1 | MUB:33.3%;VNQ:33.3%;AMZN:33.3% | US:63.5;EU:19.3;APAC:11.3;EM:3.7;Other:2.3 | Value:0.0;Growth:+0.6;Quality:-0.6;Size:-0.2;Momentum:+0.6;LowVol:+0.6 | ESGOnly;MaxPos7%;NoMargin | 7 | 30 | 3.8 | hard 10% | 140 | 12.9 | Sideways | 18.8 | 3.64 | 2 | 112 | 47 | 75 | 39 | false | Rebalance | Shift +1% to bonds from equity | -8 | -24 | BrokerC | MKT | 92 | null | null | Normal monitoring | -26 | 5 | 60 | 3 | false | Tighten stops on momentum names |
P4321 | Opportunistic | Trust | USD | 2024-12-13 | 1,661,542 | 124,197 | 1,537,345 | 1.08 | 64 | 17.9 | 14 | 4.1 | TLT:23.0%;MUB:15.1%;MSFT:23.0%;VTI:23.0%;VNQ:15.9% | US:63.7;EU:12.4;APAC:12.1;EM:8.3;Other:3.5 | Value:-1.0;Growth:-0.7;Quality:+0.2;Size:+0.5;Momentum:+0.3;LowVol:-0.1 | null | 5 | 25 | 5.5 | trailing 9% | 219 | 29.7 | Bull | 16.7 | 4.58 | 3.4 | 98 | 108 | 92 | 55 | false | NoAction | Within bands; monitor | 14 | 8 | BrokerD | LMT | 94 | null | null | Normal monitoring | 28 | -35 | 138 | 5 | false | Within IPS guidelines |
P4322 | Hands-off | Taxable | USD | 2025-09-25 | 191,304 | 19,042 | 172,262 | 1 | 70.1 | 22.4 | 0 | 7.6 | VNQ:22.2%;XLF:22.2%;AAPL:12.6%;QQQ:20.9%;BND:22.2% | US:67.9;EU:15.5;APAC:7.5;EM:5.4;Other:3.7 | Value:+0.7;Growth:-0.9;Quality:+0.8;Size:+1.0;Momentum:-0.9;LowVol:-0.4 | ESGOnly;NoDerivatives | 10 | 35 | 4.9 | trailing 8% | 158 | 19.5 | Volatile | 21.7 | 3.7 | 3.4 | 180 | 10 | 46 | 55 | false | Rebalance | Shift +1% to bonds from equity | 25 | -28 | BrokerB | MKT | 98 | null | null | Normal monitoring | 117 | -31 | 178 | 4 | false | Tax-aware sells next window |
P4323 | Active | Taxable | USD | 2025-05-21 | 760,209 | 60,918 | 699,291 | 1 | 58.2 | 30.9 | 1 | 9.9 | MSFT:20.8%;BRK.B:22.2%;AMZN:10.1%;VTI:17.7%;VOO:7.0%;VNQ:22.2% | US:60.0;EU:17.3;APAC:14.3;EM:5.2;Other:3.1 | Value:-0.7;Growth:+0.8;Quality:+0.1;Size:-0.8;Momentum:+0.2;LowVol:-0.9 | MaxPos7% | 10 | 30 | 5.2 | hard 12% | 130 | 24.8 | Volatile | 20.1 | 4.22 | 3.1 | 171 | 53 | 75 | 58 | false | Buy | Add to core equity +1% | 19 | -15 | BrokerD | MKT | 87 | null | null | Normal monitoring | -55 | 20 | -79 | 4 | false | Increase defensive factor exposure |
P4324 | Systematic | 401k | USD | 2024-12-05 | 701,850 | 57,508 | 644,342 | 1 | 64.5 | 29.8 | 0 | 5.7 | IEF:25.0%;TLT:25.0%;XLF:25.0%;HYG:25.0% | US:74.7;EU:6.5;APAC:10.7;EM:4.2;Other:3.9 | Value:+0.9;Growth:+0.5;Quality:+0.7;Size:-0.6;Momentum:-0.7;LowVol:0.0 | null | 6 | 25 | 5.2 | trailing 9% | 183 | 17.6 | Bull | 14 | 4.05 | 2.9 | 117 | 77 | 94 | 40 | false | Buy | Add to core equity +1% | -6 | 8 | BrokerD | VWAP | 100 | null | null | Normal monitoring | 69 | -50 | 93 | 4 | false | Increase defensive factor exposure |
P4325 | Hands-off | 401k | USD | 2025-07-04 | 515,882 | 50,849 | 465,033 | 1 | 60.7 | 25.5 | 8.6 | 5.2 | AMZN:7.6%;HYG:17.1%;GLD:18.8%;MUB:20.3%;XLF:18.0%;AAPL:18.1% | US:69.9;EU:8.3;APAC:8.2;EM:11.1;Other:2.5 | Value:+0.9;Growth:+0.4;Quality:-0.6;Size:-0.8;Momentum:+0.5;LowVol:+0.9 | ESGOnly | 5 | 30 | 5.4 | trailing 8% | 99 | 18.4 | Bear | 32.9 | 3.42 | 1.6 | 154 | -104 | 6 | 83 | true | Rebalance | Rebalance back to target bands | -9 | -15 | BrokerC | VWAP | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -51 | 5 | -72 | 4 | true | Monitor dispersion and breadth |
P4326 | Cautious | Taxable | USD | 2025-08-07 | 601,997 | 83,567 | 518,430 | 1 | 47.8 | 41.7 | 0 | 10.5 | TSLA:33.3%;TLT:33.3%;VNQ:33.3% | US:62.2;EU:13.9;APAC:11.0;EM:9.1;Other:3.8 | Value:-0.9;Growth:+0.1;Quality:+0.6;Size:-0.2;Momentum:+0.7;LowVol:-0.4 | NoDerivatives;NoMargin | 6 | 25 | 3.8 | trailing 8% | 103 | 17.1 | Sideways | 21.3 | 4.38 | 3 | 132 | -29 | 48 | 59 | false | Buy | Add to core equity +1% | 4 | 7 | BrokerB | MKT | 88 | null | null | Normal monitoring | -9 | 3 | 32 | 3 | false | Tighten stops on momentum names |
P4327 | Systematic | IRA | USD | 2025-11-22 | 1,868,112 | 100,450 | 1,767,662 | 1 | 65.2 | 28.4 | 0.8 | 5.7 | VNQ:35.0%;VOO:30.0%;TLT:35.0% | US:72.4;EU:7.2;APAC:12.8;EM:7.1;Other:0.5 | Value:+0.8;Growth:-0.3;Quality:+0.3;Size:+0.2;Momentum:-0.8;LowVol:+0.3 | NoDerivatives | 7 | 30 | 4.3 | hard 12% | 194 | 24 | Volatile | 22.9 | 3.83 | 4.3 | 172 | 48 | 79 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | -3 | BrokerC | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 42 | -41 | 42 | 5 | false | Monitor dispersion and breadth |
P4328 | Cautious | Taxable | USD | 2025-02-11 | 824,304 | 69,679 | 754,625 | 1 | 40.3 | 43.2 | 3.4 | 13.1 | IEF:15.6%;GLD:24.0%;TSLA:24.0%;VTI:24.0%;BRK.B:12.2% | US:61.6;EU:10.8;APAC:14.6;EM:9.1;Other:3.9 | Value:+0.4;Growth:+0.9;Quality:-0.9;Size:-0.0;Momentum:+0.1;LowVol:-0.7 | NoMargin | 10 | 30 | 5.5 | trailing 10% | 107 | 16 | Bull | 15.9 | 3.74 | 2.5 | 107 | 7 | 48 | 32 | false | Rebalance | Shift +1% to bonds from equity | 11 | -32 | BrokerC | MKT | 86 | null | null | Normal monitoring | -22 | -48 | -34 | 3 | false | Tighten stops on momentum names |
P4329 | Systematic | Trust | USD | 2025-06-27 | 1,186,168 | 117,249 | 1,068,919 | 1 | 67 | 24.1 | 3.1 | 5.9 | TLT:18.5%;TSLA:21.6%;BRK.B:19.8%;MSFT:21.6%;VNQ:18.5% | US:73.4;EU:11.9;APAC:6.6;EM:5.3;Other:2.8 | Value:-0.6;Growth:+0.5;Quality:-0.1;Size:+0.2;Momentum:-0.4;LowVol:-0.4 | NoDerivatives | 8 | 35 | 4.7 | trailing 8% | 152 | 25 | Sideways | 18.2 | 3.95 | 2.1 | 115 | 19 | 58 | 66 | false | Hedge | Add TLT +1% as duration hedge | 33 | -40 | BrokerD | LMT | 92 | null | null | Normal monitoring | 117 | -29 | 242 | 3 | false | Tax-aware sells next window |
P4330 | Cautious | Roth | USD | 2024-12-11 | 855,664 | 100,844 | 754,820 | 1 | 42.1 | 30.2 | 16 | 11.7 | AAPL:15.7%;VOO:12.9%;GLD:10.9%;BRK.B:22.7%;MSFT:15.1%;BND:22.7% | US:66.9;EU:16.2;APAC:10.5;EM:5.5;Other:1.0 | Value:-0.4;Growth:+0.8;Quality:-0.7;Size:-0.8;Momentum:+0.3;LowVol:-0.0 | NoMargin | 8 | 35 | 4 | trailing 10% | 139 | 15.6 | Bull | 16.6 | 3.82 | 2.5 | 78 | 117 | 100 | 42 | false | Rebalance | Shift +1% to bonds from equity | 28 | -24 | BrokerA | MKT | 99 | null | null | Normal monitoring | 45 | 5 | 31 | 4 | false | Monitor dispersion and breadth |
P4331 | Opportunistic | Taxable | USD | 2025-04-01 | 991,391 | 48,042 | 943,349 | 1.12 | 66.6 | 21.3 | 6.6 | 5.5 | QQQ:12.5%;TLT:20.4%;VNQ:15.6%;MSFT:8.2%;BND:21.6%;AAPL:21.6% | US:64.9;EU:6.9;APAC:15.4;EM:9.3;Other:3.4 | Value:+0.8;Growth:-0.1;Quality:+0.9;Size:-0.2;Momentum:+0.8;LowVol:+0.3 | null | 8 | 35 | 5.5 | trailing 7% | 232 | 27.2 | Volatile | 25.7 | 4.96 | 2.6 | 164 | -4 | 53 | 67 | false | Rebalance | Shift +1% to bonds from equity | 33 | 0 | BrokerD | LMT | 89 | null | null | Normal monitoring | 99 | 12 | 139 | 3 | false | Within IPS guidelines |
P4332 | Active | IRA | USD | 2025-02-18 | 1,005,571 | 101,937 | 903,634 | 1 | 52.5 | 19.5 | 19.7 | 8.2 | TSLA:33.4%;MUB:33.4%;MSFT:33.2% | US:56.3;EU:16.7;APAC:12.1;EM:12.0;Other:3.0 | Value:+0.4;Growth:-0.7;Quality:+0.6;Size:+0.9;Momentum:+0.6;LowVol:-0.7 | null | 6 | 35 | 4.9 | trailing 9% | 136 | 23.9 | Volatile | 25.9 | 3.87 | 4.3 | 153 | 68 | 89 | 63 | false | Buy | Add to core equity +1% | 5 | -1 | BrokerB | MKT | 99 | null | null | Normal monitoring | -38 | 17 | 91 | 5 | false | Within IPS guidelines |
P4333 | Cautious | 401k | USD | 2024-10-23 | 367,488 | 51,565 | 315,923 | 1 | 45.8 | 34.6 | 6.7 | 12.8 | QQQ:25.0%;VOO:25.0%;MSFT:25.0%;AMZN:25.0% | US:74.4;EU:5.8;APAC:7.3;EM:10.6;Other:1.8 | Value:+0.9;Growth:-0.5;Quality:+0.4;Size:+0.5;Momentum:-0.8;LowVol:0.0 | NoMargin | 7 | 35 | 5 | hard 10% | 168 | 17.2 | Volatile | 30.4 | 4.67 | 2.3 | 167 | 2 | 55 | 58 | false | Hedge | Add TLT +1% as duration hedge | -9 | -36 | BrokerD | MKT | 87 | null | null | Normal monitoring | 106 | -12 | 154 | 5 | false | Increase defensive factor exposure |
P4334 | Active | Roth | USD | 2025-10-08 | 2,139,272 | 250,359 | 1,888,913 | 1 | 65.6 | 28.9 | 0 | 5.5 | AAPL:28.1%;MSFT:28.1%;XLF:25.0%;TLT:18.9% | US:71.3;EU:10.6;APAC:11.5;EM:3.3;Other:3.2 | Value:+0.5;Growth:+0.9;Quality:-0.0;Size:+0.1;Momentum:0.0;LowVol:+0.1 | NoDerivatives | 6 | 25 | 4.7 | trailing 9% | 176 | 28 | Bear | 25.4 | 3.48 | 2.2 | 164 | 5 | 66 | 66 | false | Rebalance | Shift +1% to bonds from equity | 16 | -30 | BrokerB | LMT | 92 | null | null | Normal monitoring | 106 | -2 | 214 | 5 | false | Monitor dispersion and breadth |
P4335 | Active | 401k | USD | 2025-02-07 | 966,406 | 73,946 | 892,460 | 1 | 52.1 | 30.2 | 9.3 | 8.4 | XLF:25.0%;AAPL:25.0%;BND:25.0%;VTI:25.0% | US:66.5;EU:15.3;APAC:10.9;EM:3.7;Other:3.6 | Value:-0.8;Growth:+0.6;Quality:-0.7;Size:-0.6;Momentum:+0.6;LowVol:+0.5 | null | 6 | 35 | 5.3 | trailing 8% | 185 | 16.9 | Bull | 17.3 | 3.94 | 3.1 | 120 | 64 | 93 | 36 | false | Rebalance | Shift +1% to bonds from equity | 25 | -24 | BrokerC | MKT | 85 | null | null | Normal monitoring | 107 | 19 | 124 | 4 | false | Monitor dispersion and breadth |
P4336 | Active | Taxable | USD | 2025-07-15 | 2,088,850 | 137,473 | 1,951,377 | 1 | 56.6 | 28 | 9.8 | 5.6 | HYG:26.7%;VTI:19.9%;BRK.B:26.7%;BND:26.7% | US:68.6;EU:10.3;APAC:9.7;EM:10.2;Other:1.2 | Value:+0.3;Growth:+0.1;Quality:-0.4;Size:+0.2;Momentum:-0.8;LowVol:+0.8 | MaxPos7% | 7 | 30 | 4.6 | trailing 9% | 141 | 16.8 | Volatile | 29.2 | 4.39 | 2.5 | 113 | -56 | 28 | 65 | false | Sell | Trim extended winner -1% | 23 | -20 | BrokerB | LMT | 94 | null | null | Normal monitoring | 51 | -40 | 167 | 5 | false | Monitor dispersion and breadth |
P4337 | Systematic | Taxable | USD | 2024-11-10 | 1,409,621 | 134,192 | 1,275,429 | 1 | 63.3 | 30.9 | 0 | 5.8 | VTI:33.3%;TSLA:33.3%;HYG:33.3% | US:72.6;EU:12.0;APAC:10.1;EM:3.1;Other:2.1 | Value:+0.7;Growth:+0.4;Quality:+0.2;Size:+0.4;Momentum:+0.6;LowVol:-0.4 | MaxPos5% | 7 | 30 | 4.9 | hard 12% | 142 | 16.1 | Bull | 16.8 | 4.99 | 2.5 | 92 | 55 | 64 | 41 | false | Buy | Add to core equity +1% | 3 | -7 | BrokerD | LMT | 88 | null | null | Normal monitoring | -6 | 0 | 65 | 5 | false | Within IPS guidelines |
P4338 | Active | Roth | USD | 2024-07-13 | 2,244,511 | 264,742 | 1,979,769 | 1 | 68.7 | 19.3 | 5.9 | 6.2 | AMZN:24.2%;GLD:13.7%;VTI:24.2%;TSLA:16.6%;MSFT:21.4% | US:73.3;EU:4.9;APAC:11.2;EM:7.8;Other:2.8 | Value:+0.9;Growth:+0.5;Quality:-0.6;Size:-0.1;Momentum:-0.3;LowVol:+0.6 | null | 6 | 25 | 4.6 | hard 12% | 189 | 25.2 | Bull | 16 | 4.01 | 3.3 | 100 | 46 | 74 | 55 | true | Hedge | Buy index puts 1% notional | 5 | -23 | BrokerD | LMT | 99 | VAR>budget | Hedge | Risk above budget threshold | -58 | -57 | 23 | 3 | false | Increase defensive factor exposure |
P4339 | Cautious | 401k | USD | 2024-12-18 | 829,665 | 86,233 | 743,432 | 1 | 36.1 | 36.5 | 17 | 10.4 | BRK.B:20.2%;GLD:24.3%;AAPL:27.8%;BND:27.8% | US:63.0;EU:17.5;APAC:7.9;EM:8.9;Other:2.6 | Value:-0.9;Growth:+0.5;Quality:0.0;Size:-0.9;Momentum:-0.7;LowVol:-0.3 | ESGOnly;NoMargin | 10 | 30 | 5.1 | trailing 8% | 124 | 13.1 | Volatile | 30 | 3.97 | 2.8 | 159 | -5 | 62 | 62 | false | Buy | Add to core equity +1% | -7 | 8 | BrokerB | LMT | 99 | null | null | Normal monitoring | 35 | -19 | 131 | 3 | false | Tighten stops on momentum names |
P4340 | Cautious | 401k | USD | 2025-08-28 | 410,228 | 34,609 | 375,619 | 1 | 43.2 | 33.6 | 9.5 | 13.7 | IEF:23.0%;XLF:23.0%;HYG:15.5%;GLD:15.4%;MSFT:23.0% | US:61.7;EU:14.8;APAC:9.3;EM:12.2;Other:2.0 | Value:-0.1;Growth:-0.5;Quality:+0.5;Size:-0.7;Momentum:+0.1;LowVol:-0.2 | ESGOnly;NoMargin | 7 | 35 | 4.6 | hard 10% | 117 | 15.5 | Volatile | 29.6 | 4.45 | 3.9 | 125 | 52 | 89 | 67 | false | Sell | Trim extended winner -1% | -12 | -24 | BrokerD | MKT | 93 | null | null | Normal monitoring | 120 | -53 | 154 | 4 | false | Tighten stops on momentum names |
P4341 | Active | 401k | USD | 2024-12-21 | 1,247,709 | 95,653 | 1,152,056 | 1.06 | 69.2 | 22.6 | 2.4 | 5.9 | QQQ:20.8%;VOO:17.9%;AMZN:8.8%;BRK.B:20.8%;XLF:12.8%;TSLA:18.9% | US:66.4;EU:16.2;APAC:6.9;EM:6.8;Other:3.8 | Value:+0.2;Growth:-0.5;Quality:-0.8;Size:+0.3;Momentum:+0.5;LowVol:-0.7 | null | 5 | 35 | 5.9 | hard 12% | 172 | 19 | Volatile | 25.2 | 3.76 | 2.9 | 150 | 35 | 62 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -20 | BrokerB | LMT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 53 | -33 | 37 | 2 | false | Tax-aware sells next window |
P4342 | Hands-off | Trust | USD | 2025-02-10 | 154,478 | 11,287 | 143,191 | 1 | 57.1 | 27.9 | 7.7 | 7.2 | HYG:20.6%;TSLA:10.9%;MSFT:20.6%;BRK.B:17.7%;AAPL:13.1%;TLT:17.1% | US:71.8;EU:9.7;APAC:8.0;EM:9.9;Other:0.6 | Value:-0.6;Growth:0.0;Quality:0.0;Size:-0.3;Momentum:-0.3;LowVol:+0.7 | ESGOnly;NoDerivatives | 8 | 30 | 4.2 | hard 10% | 90 | 14.4 | Volatile | 30.5 | 5.38 | 3.4 | 172 | -58 | 26 | 81 | true | Rebalance | Rebalance back to target bands | 4 | -28 | BrokerB | VWAP | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -46 | 9 | -78 | 3 | false | Monitor dispersion and breadth |
P4343 | Active | 401k | USD | 2025-04-13 | 1,019,952 | 96,836 | 923,116 | 1 | 67 | 22.4 | 5.6 | 5.1 | MSFT:18.5%;AAPL:17.8%;BND:19.0%;XLF:20.1%;HYG:12.6%;TLT:12.0% | US:69.5;EU:6.3;APAC:15.3;EM:8.0;Other:0.9 | Value:-0.9;Growth:-0.1;Quality:+0.2;Size:+0.5;Momentum:-0.6;LowVol:-0.3 | null | 8 | 30 | 4.1 | trailing 8% | 209 | 19 | Sideways | 20.5 | 3.84 | 3 | 98 | -2 | 53 | 66 | false | Rebalance | Shift +1% to bonds from equity | 35 | -31 | BrokerD | MKT | 85 | null | null | Normal monitoring | 31 | -56 | 153 | 4 | false | Within IPS guidelines |
P4344 | Hands-off | Taxable | USD | 2024-11-12 | 711,573 | 66,379 | 645,194 | 1 | 68 | 16 | 10.2 | 5.8 | HYG:33.3%;BND:33.3%;MSFT:33.3% | US:58.1;EU:17.6;APAC:12.6;EM:10.5;Other:1.1 | Value:-1.0;Growth:+0.3;Quality:-0.2;Size:+0.8;Momentum:+0.2;LowVol:-1.0 | null | 7 | 30 | 4.3 | trailing 8% | 107 | 17.7 | Bull | 13.7 | 3.75 | 3.2 | 87 | 116 | 100 | 43 | false | Sell | Trim extended winner -1% | 24 | 11 | BrokerD | MKT | 98 | null | null | Normal monitoring | 52 | -35 | 100 | 5 | false | Tighten stops on momentum names |
P4345 | Cautious | Trust | USD | 2024-07-20 | 221,923 | 29,137 | 192,786 | 1 | 48.7 | 30.9 | 5.2 | 15.2 | VNQ:37.5%;AMZN:24.9%;MSFT:37.5% | US:57.2;EU:16.9;APAC:14.7;EM:9.3;Other:2.0 | Value:-0.1;Growth:+0.6;Quality:-0.2;Size:-0.7;Momentum:+0.2;LowVol:-0.8 | MaxPos7%;NoMargin | 7 | 30 | 5.3 | trailing 8% | 118 | 13.9 | Bull | 14.5 | 3.59 | 2.4 | 97 | 23 | 75 | 43 | false | NoAction | Within bands; monitor | 14 | -30 | BrokerA | MKT | 0 | null | null | Normal monitoring | 118 | -50 | 256 | 5 | false | Within IPS guidelines |
P4346 | Cautious | 401k | USD | 2025-08-05 | 243,980 | 31,339 | 212,641 | 1 | 49.2 | 40.7 | 0 | 10.1 | AMZN:33.6%;BRK.B:32.7%;TLT:33.6% | US:68.9;EU:14.6;APAC:11.7;EM:3.0;Other:1.8 | Value:0.0;Growth:+0.6;Quality:-0.7;Size:+0.7;Momentum:-0.6;LowVol:+0.8 | ESGOnly;MaxPos8%;NoMargin | 10 | 30 | 3.2 | hard 10% | 139 | 13.9 | Sideways | 18.5 | 4.64 | 2.2 | 118 | 18 | 68 | 41 | false | Buy | Add to core equity +1% | -7 | -28 | BrokerC | MKT | 89 | null | null | Normal monitoring | -16 | -38 | 96 | 5 | false | Tighten stops on momentum names |
P4347 | Hands-off | IRA | USD | 2024-10-23 | 307,110 | 24,873 | 282,237 | 1 | 71.2 | 18.9 | 4.3 | 5.6 | HYG:20.7%;XLF:19.3%;TLT:15.8%;VOO:17.0%;BND:18.4%;AAPL:8.9% | US:61.4;EU:16.7;APAC:12.4;EM:7.9;Other:1.6 | Value:-0.4;Growth:+0.8;Quality:-0.4;Size:-0.3;Momentum:-0.6;LowVol:-0.6 | ESGOnly;NoDerivatives | 8 | 25 | 5.1 | trailing 8% | 169 | 16.5 | Volatile | 21.7 | 3.64 | 3.7 | 176 | 18 | 73 | 68 | false | Buy | Add to core equity +1% | 34 | 5 | BrokerC | MKT | 89 | null | null | Normal monitoring | 35 | 10 | 130 | 5 | false | Tighten stops on momentum names |
P4348 | Hands-off | IRA | USD | 2025-03-22 | 303,100 | 25,462 | 277,638 | 1 | 73.4 | 20.1 | 0 | 6.5 | MUB:35.1%;BRK.B:29.8%;VOO:35.1% | US:65.6;EU:10.2;APAC:14.4;EM:6.9;Other:2.9 | Value:0.0;Growth:+0.1;Quality:-0.6;Size:-0.4;Momentum:-0.5;LowVol:+0.3 | null | 10 | 25 | 4.2 | trailing 8% | 141 | 17.9 | Bull | 11.6 | 4.67 | 2.4 | 86 | 75 | 79 | 45 | false | Buy | Add to core equity +1% | 23 | -32 | BrokerA | LMT | 97 | null | null | Normal monitoring | 104 | -41 | 152 | 3 | false | Increase defensive factor exposure |
P4349 | Opportunistic | Taxable | USD | 2025-08-01 | 1,009,906 | 50,825 | 959,081 | 1 | 62.8 | 17.2 | 13.9 | 6.1 | MSFT:17.7%;BRK.B:17.5%;MUB:16.1%;BND:20.0%;HYG:16.3%;IEF:12.4% | US:70.5;EU:9.7;APAC:7.8;EM:7.1;Other:4.9 | Value:+0.4;Growth:-0.4;Quality:-0.7;Size:+0.5;Momentum:-0.7;LowVol:-0.1 | null | 5 | 25 | 7 | trailing 9% | 192 | 32 | Bull | 11.5 | 3.87 | 3 | 94 | 35 | 70 | 38 | false | Rebalance | Shift +1% to bonds from equity | -15 | 12 | BrokerA | VWAP | 99 | null | null | Normal monitoring | 76 | -33 | 178 | 5 | false | Tighten stops on momentum names |
P4350 | Cautious | Trust | USD | 2025-07-07 | 819,557 | 128,758 | 690,799 | 1 | 35.9 | 35.4 | 15.4 | 13.3 | AMZN:36.6%;VNQ:36.6%;HYG:26.8% | US:61.8;EU:20.2;APAC:9.2;EM:6.9;Other:1.9 | Value:+1.0;Growth:-0.9;Quality:-0.5;Size:+0.8;Momentum:-1.0;LowVol:+0.6 | ESGOnly;NoMargin | 5 | 35 | 4.9 | hard 10% | 119 | 17.6 | Sideways | 17.1 | 4.7 | 3.4 | 138 | 31 | 67 | 25 | false | Buy | Add to core equity +1% | 3 | -11 | BrokerC | MKT | 91 | null | null | Normal monitoring | 41 | 18 | 63 | 4 | false | Within IPS guidelines |
P4351 | Opportunistic | Taxable | USD | 2025-12-24 | 886,948 | 74,352 | 812,596 | 1.15 | 62.4 | 10.8 | 19.5 | 7.3 | HYG:13.4%;IEF:21.8%;VOO:21.9%;BND:20.9%;GLD:21.9% | US:60.1;EU:11.4;APAC:13.2;EM:9.7;Other:5.7 | Value:-0.0;Growth:-1.0;Quality:-0.1;Size:+0.3;Momentum:0.0;LowVol:-0.8 | null | 8 | 35 | 7 | trailing 9% | 222 | 26.2 | Bull | 14.5 | 3.99 | 3.5 | 118 | 33 | 53 | 41 | false | Rebalance | Shift +1% to bonds from equity | 28 | -11 | BrokerC | MKT | 87 | null | null | Normal monitoring | 56 | 5 | 125 | 4 | false | Increase defensive factor exposure |
P4352 | Cautious | 401k | USD | 2025-10-19 | 536,221 | 51,902 | 484,319 | 1 | 45.3 | 37.5 | 1.9 | 15.3 | BRK.B:20.3%;QQQ:30.2%;VNQ:19.3%;VTI:30.2% | US:65.9;EU:9.1;APAC:11.9;EM:8.0;Other:5.1 | Value:+0.1;Growth:-0.2;Quality:+0.7;Size:+0.8;Momentum:0.0;LowVol:+0.6 | NoMargin | 7 | 30 | 3.8 | trailing 8% | 115 | 18 | Sideways | 21.5 | 3.86 | 3.1 | 138 | 46 | 70 | 46 | false | Rebalance | Shift +1% to bonds from equity | 33 | -12 | BrokerB | LMT | 91 | null | null | Normal monitoring | 23 | -28 | -6 | 4 | false | Tighten stops on momentum names |
P4353 | Active | Trust | USD | 2025-01-26 | 1,644,199 | 128,697 | 1,515,502 | 1 | 69.6 | 23.5 | 1.1 | 5.9 | BRK.B:23.4%;MSFT:16.3%;QQQ:23.4%;BND:23.4%;MUB:13.4% | US:66.5;EU:15.7;APAC:11.9;EM:4.6;Other:1.3 | Value:+0.6;Growth:-0.0;Quality:+0.1;Size:-0.1;Momentum:-0.4;LowVol:-0.0 | null | 7 | 30 | 5.7 | trailing 9% | 217 | 27.6 | Volatile | 25.1 | 3.57 | 2.7 | 154 | 44 | 57 | 65 | false | Rebalance | Shift +1% to bonds from equity | -3 | -14 | BrokerA | LMT | 93 | null | null | Normal monitoring | 43 | -20 | 116 | 4 | false | Tighten stops on momentum names |
P4354 | Cautious | IRA | USD | 2024-07-10 | 433,430 | 48,140 | 385,290 | 1 | 50.9 | 35.9 | 0 | 13.2 | XLF:18.9%;TSLA:27.0%;IEF:27.0%;BND:27.0% | US:59.9;EU:16.9;APAC:15.9;EM:3.4;Other:3.9 | Value:+0.5;Growth:-0.3;Quality:-0.1;Size:0.0;Momentum:+0.7;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 4.4 | hard 10% | 161 | 13.4 | Volatile | 20.1 | 5.19 | 3.1 | 150 | -60 | 16 | 59 | false | Buy | Add to core equity +1% | 1 | -30 | BrokerA | LMT | 93 | null | null | Normal monitoring | -43 | -26 | -21 | 4 | false | Increase defensive factor exposure |
P4355 | Opportunistic | Roth | USD | 2025-07-05 | 1,568,999 | 55,441 | 1,513,558 | 1 | 63 | 12.6 | 20 | 4.3 | VNQ:16.0%;AAPL:28.0%;TSLA:28.0%;QQQ:28.0% | US:73.8;EU:8.1;APAC:8.5;EM:5.4;Other:4.2 | Value:+0.6;Growth:-0.1;Quality:+0.8;Size:-0.2;Momentum:-0.3;LowVol:+0.2 | MaxPos5%;NoDerivatives | 10 | 25 | 4.5 | trailing 9% | 260 | 20.6 | Volatile | 29.7 | 3.84 | 4 | 171 | -19 | 52 | 87 | true | Hedge | Buy index puts 1% notional | -1 | -4 | BrokerD | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | 58 | -47 | 101 | 4 | false | Monitor dispersion and breadth |
P4356 | Hands-off | Trust | USD | 2025-01-07 | 443,893 | 24,495 | 419,398 | 1 | 74.5 | 17.7 | 1.4 | 6.5 | QQQ:19.6%;VNQ:22.3%;IEF:20.6%;TLT:18.1%;TSLA:19.4% | US:64.8;EU:16.0;APAC:9.5;EM:8.8;Other:0.9 | Value:+0.2;Growth:+0.4;Quality:-0.3;Size:-0.8;Momentum:+0.4;LowVol:-0.3 | ESGOnly | 6 | 35 | 3.6 | trailing 10% | 156 | 13 | Sideways | 14.4 | 3.55 | 2.6 | 117 | 17 | 64 | 48 | false | NoAction | Within bands; monitor | 18 | 13 | BrokerD | MKT | 0 | null | null | Normal monitoring | -33 | -11 | -66 | 5 | false | Increase defensive factor exposure |
P4357 | Opportunistic | 401k | USD | 2024-08-28 | 334,740 | 14,812 | 319,928 | 1 | 73.5 | 11.1 | 8.6 | 6.9 | MSFT:23.0%;TLT:23.0%;AMZN:23.0%;BRK.B:22.1%;VOO:8.9% | US:69.4;EU:13.9;APAC:8.5;EM:7.7;Other:0.5 | Value:-0.1;Growth:-0.7;Quality:-0.3;Size:-0.9;Momentum:+0.9;LowVol:-0.2 | null | 10 | 30 | 5.1 | trailing 7% | 174 | 29.5 | Sideways | 15.6 | 4.08 | 2.5 | 139 | 33 | 57 | 62 | false | Buy | Add to core equity +1% | -7 | -6 | BrokerC | MKT | 93 | null | null | Normal monitoring | 99 | 6 | 196 | 3 | false | Monitor dispersion and breadth |
P4358 | Hands-off | Taxable | USD | 2025-09-10 | 300,087 | 16,833 | 283,254 | 1 | 56.2 | 24.8 | 10.5 | 8.5 | MSFT:33.3%;BRK.B:33.3%;AMZN:33.3% | US:71.2;EU:10.5;APAC:9.0;EM:6.1;Other:3.2 | Value:+0.2;Growth:-0.5;Quality:-0.1;Size:+0.8;Momentum:-0.4;LowVol:+0.2 | ESGOnly | 6 | 30 | 4.2 | trailing 8% | 152 | 12.4 | Bull | 13.5 | 4.07 | 2.2 | 77 | 7 | 56 | 47 | false | Sell | Trim extended winner -1% | -5 | 2 | BrokerC | MKT | 97 | null | null | Normal monitoring | 42 | 6 | 15 | 5 | false | Tax-aware sells next window |
P4359 | Cautious | 401k | USD | 2025-08-15 | 229,261 | 21,885 | 207,376 | 1 | 50.7 | 32.5 | 0 | 16.7 | XLF:27.7%;MSFT:16.8%;AMZN:27.7%;IEF:27.7% | US:64.5;EU:6.4;APAC:13.8;EM:12.1;Other:3.2 | Value:-0.5;Growth:-0.0;Quality:0.0;Size:+0.4;Momentum:+0.7;LowVol:+0.1 | MaxPos6%;NoMargin | 8 | 35 | 3.8 | trailing 10% | 108 | 13.7 | Bull | 11.7 | 3.76 | 2.1 | 90 | 83 | 93 | 33 | false | Sell | Trim extended winner -1% | -7 | 14 | BrokerB | MKT | 95 | null | null | Normal monitoring | 79 | 0 | 131 | 4 | false | Within IPS guidelines |
P4360 | Active | Trust | USD | 2025-09-18 | 2,086,408 | 155,488 | 1,930,920 | 1 | 67.6 | 18.6 | 4 | 9.7 | BND:24.4%;IEF:13.3%;TLT:23.4%;MUB:14.5%;AMZN:24.4% | US:70.8;EU:10.8;APAC:7.5;EM:8.1;Other:2.8 | Value:+0.6;Growth:-0.7;Quality:+0.4;Size:+0.7;Momentum:+0.3;LowVol:0.0 | null | 7 | 30 | 5.2 | hard 12% | 130 | 20.4 | Sideways | 14.3 | 3.99 | 3.3 | 122 | 35 | 52 | 56 | false | Buy | Add to core equity +1% | 12 | -13 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 100 | -22 | 212 | 3 | false | Within IPS guidelines |
P4361 | Opportunistic | 401k | USD | 2024-08-29 | 392,094 | 25,444 | 366,650 | 1 | 70.8 | 14.9 | 9.5 | 4.9 | VTI:18.0%;BRK.B:21.8%;TLT:21.8%;GLD:19.8%;XLF:18.6% | US:69.7;EU:9.1;APAC:9.5;EM:6.2;Other:5.5 | Value:-0.7;Growth:-0.7;Quality:-0.4;Size:-0.1;Momentum:-0.8;LowVol:+0.6 | null | 8 | 30 | 6.5 | trailing 9% | 176 | 32 | Volatile | 24.2 | 5.21 | 2.2 | 168 | 11 | 53 | 61 | false | Sell | Trim extended winner -1% | 0 | -8 | BrokerA | MKT | 100 | null | null | Normal monitoring | 48 | -21 | 14 | 4 | false | Within IPS guidelines |
P4362 | Cautious | Trust | USD | 2025-11-07 | 527,088 | 47,647 | 479,441 | 1 | 38.9 | 42.2 | 3.8 | 15 | MSFT:22.7%;XLF:16.4%;AAPL:7.3%;VOO:8.3%;TSLA:22.7%;MUB:22.7% | US:63.3;EU:18.0;APAC:12.0;EM:4.3;Other:2.4 | Value:+0.6;Growth:+0.1;Quality:-0.5;Size:+0.1;Momentum:+0.3;LowVol:+0.3 | ESGOnly;MaxPos6%;NoMargin | 8 | 30 | 4 | hard 10% | 128 | 14.5 | Bull | 15.7 | 3.9 | 2.7 | 104 | 43 | 78 | 24 | false | Rebalance | Shift +1% to bonds from equity | 33 | -13 | BrokerB | LMT | 90 | null | null | Normal monitoring | -22 | 0 | 84 | 5 | false | Monitor dispersion and breadth |
P4363 | Hands-off | IRA | USD | 2025-08-16 | 679,770 | 51,473 | 628,297 | 1 | 64.3 | 27.6 | 0 | 8.1 | VOO:33.3%;IEF:33.3%;VNQ:33.3% | US:59.9;EU:16.0;APAC:13.3;EM:7.0;Other:3.8 | Value:+0.4;Growth:-0.2;Quality:+0.5;Size:-0.8;Momentum:-0.1;LowVol:+0.6 | MaxPos7% | 8 | 30 | 4.7 | trailing 8% | 130 | 15.9 | Volatile | 24.1 | 3.99 | 2.7 | 131 | -60 | 29 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | -30 | BrokerA | LMT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 7 | -5 | -12 | 5 | false | Tighten stops on momentum names |
P4364 | Hands-off | Roth | USD | 2024-12-18 | 506,721 | 21,969 | 484,752 | 1 | 68.3 | 20.5 | 5.8 | 5.4 | VNQ:20.8%;XLF:18.4%;IEF:20.8%;VTI:9.8%;AAPL:9.4%;AMZN:20.8% | US:67.8;EU:13.7;APAC:11.8;EM:4.7;Other:2.0 | Value:-0.8;Growth:-0.0;Quality:+0.2;Size:+0.9;Momentum:+0.6;LowVol:+0.7 | NoDerivatives | 7 | 30 | 3.7 | trailing 10% | 157 | 19.5 | Bull | 15.2 | 4.17 | 2.2 | 70 | 36 | 62 | 59 | false | Rebalance | Shift +1% to bonds from equity | 32 | -38 | BrokerA | LMT | 96 | null | null | Normal monitoring | 64 | -11 | 64 | 5 | false | Tax-aware sells next window |
P4365 | Active | Trust | USD | 2024-07-27 | 662,851 | 51,014 | 611,837 | 1 | 55.9 | 18.8 | 16.7 | 8.6 | HYG:33.3%;VOO:33.3%;VTI:33.3% | US:61.0;EU:14.2;APAC:11.1;EM:12.9;Other:0.8 | Value:+0.9;Growth:+0.1;Quality:-0.8;Size:+0.5;Momentum:+0.9;LowVol:-0.3 | MaxPos6% | 5 | 30 | 5.8 | trailing 9% | 195 | 23.8 | Bull | 13.4 | 4.39 | 3.4 | 82 | 8 | 64 | 35 | false | Hedge | Add TLT +1% as duration hedge | 0 | 8 | BrokerC | VWAP | 90 | null | null | Normal monitoring | 60 | -4 | 182 | 3 | false | Tighten stops on momentum names |
P4366 | Systematic | IRA | USD | 2025-02-20 | 413,576 | 20,462 | 393,114 | 1 | 58.9 | 26 | 6.2 | 8.9 | BRK.B:33.3%;BND:33.3%;IEF:33.3% | US:62.0;EU:18.4;APAC:13.4;EM:5.5;Other:0.7 | Value:-0.2;Growth:-0.6;Quality:-0.5;Size:-0.5;Momentum:+0.3;LowVol:-0.6 | MaxPos5% | 8 | 30 | 6 | hard 12% | 211 | 21.2 | Bear | 22.6 | 3.92 | 1.4 | 155 | -74 | 21 | 55 | false | Rebalance | Shift +1% to bonds from equity | 17 | -9 | BrokerC | LMT | 97 | null | null | Normal monitoring | 64 | 16 | 139 | 3 | false | Increase defensive factor exposure |
P4367 | Hands-off | Trust | USD | 2025-09-11 | 785,584 | 32,507 | 753,077 | 1 | 65.2 | 26.8 | 0 | 8.1 | VTI:29.1%;TSLA:35.5%;GLD:35.5% | US:56.5;EU:18.7;APAC:12.6;EM:8.7;Other:3.5 | Value:+0.6;Growth:+0.2;Quality:+0.1;Size:-0.6;Momentum:-0.5;LowVol:+0.9 | MaxPos5% | 6 | 25 | 5 | hard 10% | 112 | 14.1 | Volatile | 28.5 | 4.01 | 3.8 | 176 | -42 | 29 | 85 | true | Hedge | Buy index puts 1% notional | -11 | -25 | BrokerC | LMT | 85 | VAR>budget | TightenStops | Risk above budget threshold | -46 | -15 | -57 | 3 | false | Tax-aware sells next window |
P4368 | Hands-off | IRA | USD | 2025-05-20 | 349,205 | 30,201 | 319,004 | 1 | 73.8 | 19 | 2.1 | 5.1 | VOO:34.6%;XLF:30.9%;GLD:34.6% | US:62.1;EU:19.2;APAC:8.8;EM:4.6;Other:5.4 | Value:-0.3;Growth:-0.3;Quality:+0.8;Size:-0.2;Momentum:-0.7;LowVol:-0.6 | MaxPos8% | 10 | 35 | 3.1 | trailing 10% | 156 | 14.6 | Bull | 12.7 | 4.16 | 3.2 | 111 | 7 | 66 | 45 | false | Rebalance | Shift +1% to bonds from equity | -10 | 8 | BrokerB | LMT | 99 | null | null | Normal monitoring | -50 | 6 | 27 | 4 | false | Increase defensive factor exposure |
P4369 | Systematic | 401k | USD | 2025-03-08 | 688,907 | 53,625 | 635,282 | 1 | 65.2 | 26.6 | 0 | 8.2 | MSFT:20.8%;AMZN:27.3%;TSLA:24.6%;HYG:27.3% | US:75.7;EU:6.8;APAC:10.5;EM:4.1;Other:2.9 | Value:+0.5;Growth:-0.6;Quality:-0.1;Size:+0.7;Momentum:+0.7;LowVol:-0.4 | MaxPos7%;NoDerivatives | 10 | 25 | 5.1 | trailing 8% | 135 | 27.5 | Bull | 12.9 | 4.01 | 3 | 117 | 33 | 65 | 47 | false | Sell | Trim extended winner -1% | 14 | -17 | BrokerB | MKT | 89 | null | null | Normal monitoring | 12 | -6 | 27 | 4 | false | Monitor dispersion and breadth |
P4370 | Cautious | Trust | USD | 2025-07-29 | 550,626 | 74,730 | 475,896 | 1 | 47.1 | 41.5 | 0 | 11.3 | BRK.B:26.2%;TSLA:26.2%;XLF:21.4%;QQQ:26.2% | US:68.6;EU:6.6;APAC:15.3;EM:4.1;Other:5.3 | Value:-0.6;Growth:-0.3;Quality:-0.6;Size:-0.7;Momentum:-0.8;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 4.3 | trailing 8% | 147 | 19.9 | Volatile | 29.2 | 4.11 | 3.8 | 120 | -39 | 21 | 68 | false | Buy | Add to core equity +1% | 18 | -6 | BrokerA | LMT | 99 | null | null | Normal monitoring | 31 | -36 | 1 | 3 | false | Within IPS guidelines |
P4371 | Active | Taxable | USD | 2024-08-29 | 1,530,993 | 120,169 | 1,410,824 | 1.21 | 52.8 | 25.8 | 13.2 | 8.2 | MUB:15.5%;TLT:11.3%;VOO:24.4%;AMZN:24.4%;BRK.B:24.4% | US:61.7;EU:13.8;APAC:14.2;EM:9.1;Other:1.2 | Value:+0.6;Growth:+0.6;Quality:-1.0;Size:-0.5;Momentum:-0.9;LowVol:-0.6 | null | 7 | 30 | 5.6 | trailing 9% | 156 | 18.8 | Bull | 13.5 | 3.61 | 3.1 | 74 | 53 | 67 | 43 | false | Rebalance | Shift +1% to bonds from equity | 3 | -33 | BrokerD | MKT | 95 | null | null | Normal monitoring | 111 | 20 | 146 | 5 | false | Increase defensive factor exposure |
P4372 | Hands-off | Trust | USD | 2025-04-11 | 380,054 | 15,599 | 364,455 | 1 | 64.1 | 18.5 | 7.9 | 9.5 | XLF:32.0%;MSFT:34.0%;VOO:34.0% | US:58.9;EU:20.4;APAC:12.6;EM:5.2;Other:2.9 | Value:-0.2;Growth:+0.2;Quality:+0.4;Size:+0.4;Momentum:-0.1;LowVol:+0.2 | ESGOnly | 7 | 35 | 5.5 | hard 10% | 97 | 17.3 | Bull | 13.6 | 4.23 | 2.4 | 109 | 94 | 100 | 38 | false | Rebalance | Shift +1% to bonds from equity | 10 | 2 | BrokerD | MKT | 87 | null | null | Normal monitoring | 18 | -57 | 135 | 3 | false | Within IPS guidelines |
P4373 | Active | Roth | USD | 2025-04-02 | 1,580,837 | 130,090 | 1,450,747 | 1 | 61.6 | 27.1 | 2.3 | 9 | GLD:22.1%;MSFT:22.1%;IEF:17.1%;VOO:22.1%;QQQ:16.5% | US:74.5;EU:9.8;APAC:7.6;EM:6.4;Other:1.8 | Value:-0.5;Growth:+0.2;Quality:-0.6;Size:-0.4;Momentum:-0.2;LowVol:+0.4 | null | 6 | 35 | 4.9 | trailing 9% | 230 | 20.9 | Bull | 14.5 | 4.44 | 3 | 98 | 83 | 100 | 39 | false | Rebalance | Shift +1% to bonds from equity | -5 | 3 | BrokerC | MKT | 90 | null | null | Normal monitoring | 59 | 13 | 121 | 5 | false | Increase defensive factor exposure |
P4374 | Systematic | Roth | USD | 2025-08-30 | 600,583 | 53,171 | 547,412 | 1 | 59 | 26.8 | 8.6 | 5.5 | TLT:19.9%;MSFT:25.1%;TSLA:17.9%;HYG:25.1%;GLD:12.0% | US:67.3;EU:12.0;APAC:9.6;EM:6.5;Other:4.7 | Value:-0.4;Growth:+0.5;Quality:+0.8;Size:+1.0;Momentum:-0.7;LowVol:+0.1 | null | 8 | 25 | 5.9 | hard 12% | 226 | 24.8 | Bear | 30.9 | 3.42 | 2.5 | 214 | -66 | 30 | 81 | true | Hedge | Buy index puts 1% notional | -5 | -29 | BrokerC | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 42 | 4 | 98 | 2 | false | Tighten stops on momentum names |
P4375 | Active | IRA | USD | 2025-03-24 | 2,329,677 | 163,088 | 2,166,589 | 1 | 56.9 | 24.5 | 12 | 6.6 | BND:21.7%;VNQ:7.4%;BRK.B:19.7%;MUB:17.7%;TLT:21.7%;XLF:11.8% | US:71.1;EU:10.1;APAC:10.6;EM:6.2;Other:2.1 | Value:-0.6;Growth:-0.2;Quality:+0.6;Size:-0.5;Momentum:+0.5;LowVol:+0.3 | MaxPos8%;NoDerivatives | 8 | 25 | 4.9 | hard 12% | 229 | 22.2 | Bull | 15.6 | 4.55 | 2.6 | 83 | 54 | 79 | 51 | false | Buy | Add to core equity +1% | 28 | 3 | BrokerC | MKT | 93 | null | null | Normal monitoring | -37 | -59 | 69 | 4 | false | Tax-aware sells next window |
P4376 | Cautious | 401k | USD | 2025-07-05 | 434,784 | 48,675 | 386,109 | 1 | 38.5 | 41 | 9.5 | 11 | AAPL:13.6%;BRK.B:18.2%;HYG:15.1%;IEF:14.4%;MSFT:16.5%;QQQ:22.2% | US:66.1;EU:15.4;APAC:13.9;EM:3.9;Other:0.7 | Value:-0.4;Growth:+0.6;Quality:-0.5;Size:+0.5;Momentum:+0.7;LowVol:+0.2 | MaxPos7%;NoMargin | 8 | 25 | 4.4 | trailing 10% | 106 | 19.5 | Bull | 12.3 | 4.16 | 2.3 | 99 | 83 | 100 | 24 | false | NoAction | Within bands; monitor | -10 | -1 | BrokerC | LMT | 92 | null | null | Normal monitoring | 94 | 3 | 132 | 4 | false | Monitor dispersion and breadth |
P4377 | Hands-off | Trust | USD | 2025-03-07 | 238,001 | 13,029 | 224,972 | 1 | 63.5 | 28.5 | 0 | 8 | TLT:23.4%;TSLA:20.6%;GLD:23.4%;BND:9.2%;VTI:23.4% | US:60.2;EU:14.2;APAC:13.4;EM:9.5;Other:2.7 | Value:-0.7;Growth:-0.2;Quality:0.0;Size:+0.8;Momentum:+0.6;LowVol:-0.4 | ESGOnly | 7 | 35 | 3.9 | hard 10% | 147 | 16.9 | Sideways | 15.9 | 4.75 | 3.2 | 128 | 60 | 93 | 51 | false | Hedge | Add TLT +1% as duration hedge | 18 | -3 | BrokerD | MKT | 94 | null | null | Normal monitoring | 79 | -38 | 190 | 5 | false | Increase defensive factor exposure |
P4378 | Active | 401k | USD | 2025-11-05 | 1,958,708 | 170,626 | 1,788,082 | 1 | 68.5 | 19.6 | 6.6 | 5.3 | BRK.B:33.3%;BND:33.3%;GLD:33.3% | US:77.7;EU:5.6;APAC:10.1;EM:5.4;Other:1.1 | Value:-0.7;Growth:-0.3;Quality:+0.3;Size:-0.9;Momentum:+0.3;LowVol:+0.9 | null | 8 | 35 | 5.5 | trailing 8% | 152 | 17.1 | Volatile | 25.6 | 4.52 | 2.1 | 120 | 35 | 58 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -12 | BrokerA | MKT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -39 | -20 | -60 | 5 | false | Within IPS guidelines |
P4379 | Systematic | Trust | USD | 2025-06-13 | 625,242 | 49,864 | 575,378 | 1 | 64.2 | 27.1 | 0.1 | 8.5 | IEF:33.3%;MSFT:33.3%;BND:33.3% | US:71.5;EU:5.2;APAC:8.4;EM:11.3;Other:3.6 | Value:+0.8;Growth:-0.0;Quality:-0.3;Size:+0.9;Momentum:-0.2;LowVol:0.0 | NoDerivatives | 6 | 25 | 4.7 | trailing 8% | 149 | 22.4 | Bear | 22.7 | 3.61 | 1.1 | 179 | -44 | 38 | 70 | false | Rebalance | Shift +1% to bonds from equity | 9 | -33 | BrokerC | MKT | 92 | null | null | Normal monitoring | 118 | -1 | 248 | 5 | false | Tax-aware sells next window |
P4380 | Active | Trust | USD | 2025-06-03 | 2,044,577 | 148,094 | 1,896,483 | 1 | 52.1 | 23.7 | 15.7 | 8.5 | VOO:19.2%;XLF:17.9%;BND:17.4%;AMZN:12.0%;AAPL:19.3%;HYG:14.2% | US:66.2;EU:18.0;APAC:10.2;EM:4.6;Other:0.9 | Value:-0.2;Growth:-0.4;Quality:+0.8;Size:+0.1;Momentum:-0.1;LowVol:-0.4 | MaxPos8% | 8 | 25 | 4.7 | hard 12% | 163 | 24.5 | Bear | 26.3 | 3.22 | 2 | 202 | -39 | 24 | 69 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -22 | BrokerC | MKT | 85 | RegimeShift | Pause | Volatility spike and breadth deterioration | -26 | 0 | 101 | 4 | false | Tighten stops on momentum names |
P4381 | Active | Taxable | USD | 2025-01-05 | 1,289,508 | 125,958 | 1,163,550 | 1 | 54.5 | 18.7 | 20 | 6.8 | IEF:19.2%;HYG:24.2%;GLD:19.8%;TSLA:24.2%;BRK.B:12.7% | US:74.5;EU:9.4;APAC:10.5;EM:5.5;Other:0.1 | Value:+0.9;Growth:+0.6;Quality:-0.8;Size:+0.4;Momentum:-0.3;LowVol:+0.4 | null | 8 | 35 | 5.2 | trailing 8% | 132 | 23.4 | Bull | 12.8 | 4.43 | 3.1 | 110 | 52 | 89 | 42 | false | NoAction | Within bands; monitor | 20 | 1 | BrokerB | MKT | 0 | null | null | Normal monitoring | -25 | -15 | 16 | 3 | false | Within IPS guidelines |
P4382 | Cautious | 401k | USD | 2024-12-18 | 742,523 | 81,528 | 660,995 | 1 | 45 | 30.2 | 10.6 | 14.1 | VTI:23.6%;TLT:25.6%;GLD:25.1%;VOO:25.6% | US:65.1;EU:9.7;APAC:16.0;EM:3.9;Other:5.4 | Value:-0.8;Growth:-0.6;Quality:+0.9;Size:+0.9;Momentum:-0.4;LowVol:+0.7 | ESGOnly;MaxPos6%;NoMargin | 5 | 35 | 5.8 | trailing 8% | 121 | 15.2 | Volatile | 31.4 | 4.64 | 3 | 162 | -10 | 39 | 67 | true | Hedge | Buy index puts 1% notional | 11 | -3 | BrokerD | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 78 | -50 | 74 | 2 | true | Tighten stops on momentum names |
P4383 | Cautious | Roth | USD | 2024-07-27 | 835,403 | 129,042 | 706,361 | 1 | 37.1 | 41.3 | 9.6 | 12.1 | AMZN:21.2%;QQQ:21.2%;MSFT:21.2%;HYG:13.1%;TLT:11.6%;TSLA:11.8% | US:72.3;EU:4.6;APAC:12.2;EM:9.1;Other:1.8 | Value:-0.6;Growth:+0.8;Quality:-0.4;Size:+0.7;Momentum:+0.2;LowVol:-0.5 | MaxPos5%;NoMargin | 8 | 25 | 4.8 | hard 10% | 123 | 12.4 | Sideways | 15.6 | 4.59 | 3.4 | 92 | 49 | 64 | 25 | false | Hedge | Add TLT +1% as duration hedge | -1 | 13 | BrokerB | LMT | 85 | null | null | Normal monitoring | 46 | 20 | 83 | 4 | false | Monitor dispersion and breadth |
P4384 | Opportunistic | Taxable | USD | 2025-04-26 | 950,972 | 55,710 | 895,262 | 1 | 73.4 | 19.8 | 0.4 | 6.4 | IEF:28.6%;TLT:26.4%;AAPL:28.6%;BRK.B:16.3% | US:64.6;EU:14.6;APAC:11.1;EM:8.2;Other:1.5 | Value:+0.2;Growth:-0.1;Quality:-0.2;Size:-0.4;Momentum:-0.2;LowVol:-0.3 | NoDerivatives | 7 | 25 | 4.1 | trailing 9% | 277 | 29.1 | Sideways | 18.7 | 4.45 | 2.8 | 139 | 12 | 62 | 68 | true | Hedge | Buy index puts 1% notional | 14 | -17 | BrokerD | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | 55 | -38 | 140 | 3 | false | Tax-aware sells next window |
P4385 | Active | Taxable | USD | 2025-06-27 | 2,049,064 | 193,726 | 1,855,338 | 1 | 53.9 | 28.8 | 11.3 | 5.9 | AAPL:22.9%;BRK.B:22.9%;TSLA:17.6%;VTI:13.7%;AMZN:22.9% | US:66.4;EU:19.9;APAC:6.5;EM:4.0;Other:3.2 | Value:-0.1;Growth:-0.3;Quality:+0.8;Size:-0.4;Momentum:+0.7;LowVol:+0.8 | MaxPos7% | 7 | 30 | 5.4 | hard 12% | 187 | 20.5 | Volatile | 20.9 | 4.09 | 4.1 | 177 | 17 | 48 | 52 | false | Buy | Add to core equity +1% | -10 | -23 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 9 | -55 | 35 | 4 | false | Tax-aware sells next window |
P4386 | Cautious | Roth | USD | 2024-10-08 | 284,026 | 29,164 | 254,862 | 1 | 46.8 | 33.1 | 3.8 | 16.3 | TLT:25.0%;IEF:25.0%;VOO:25.0%;TSLA:25.0% | US:67.5;EU:16.4;APAC:9.1;EM:6.0;Other:1.0 | Value:+0.3;Growth:+0.3;Quality:-0.1;Size:-0.1;Momentum:-0.8;LowVol:-0.6 | ESGOnly;MaxPos8%;NoMargin | 5 | 35 | 4.8 | trailing 10% | 145 | 13.2 | Bull | 11.7 | 3.51 | 3.4 | 112 | 51 | 87 | 29 | false | Rebalance | Shift +1% to bonds from equity | 25 | 14 | BrokerD | MKT | 90 | null | null | Normal monitoring | 100 | -54 | 154 | 5 | false | Increase defensive factor exposure |
P4387 | Systematic | IRA | USD | 2025-10-14 | 720,776 | 54,073 | 666,703 | 1 | 62.4 | 24.8 | 3.1 | 9.7 | XLF:35.3%;GLD:35.3%;MUB:29.5% | US:68.8;EU:11.1;APAC:8.1;EM:7.2;Other:4.8 | Value:0.0;Growth:-0.6;Quality:+0.5;Size:-0.0;Momentum:-1.0;LowVol:+0.1 | null | 10 | 35 | 4.8 | trailing 8% | 121 | 22.9 | Volatile | 28 | 4.14 | 2.5 | 141 | -4 | 62 | 69 | true | Rebalance | Rebalance back to target bands | 35 | 10 | BrokerB | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -21 | -59 | 13 | 5 | false | Tax-aware sells next window |
P4388 | Cautious | 401k | USD | 2025-11-02 | 191,791 | 24,734 | 167,057 | 1 | 36.7 | 42 | 7.1 | 14.1 | BRK.B:26.2%;GLD:21.3%;XLF:26.2%;TLT:26.2% | US:69.0;EU:17.9;APAC:5.9;EM:6.5;Other:0.8 | Value:+0.1;Growth:+0.1;Quality:+1.0;Size:+0.2;Momentum:+0.8;LowVol:-0.3 | NoDerivatives;NoMargin | 10 | 35 | 3.2 | trailing 8% | 117 | 17.1 | Bear | 25.7 | 4.18 | 2.3 | 205 | 0 | 42 | 47 | false | Hedge | Add TLT +1% as duration hedge | -9 | 15 | BrokerC | LMT | 90 | null | null | Normal monitoring | -56 | -13 | -39 | 3 | false | Monitor dispersion and breadth |
P4389 | Active | Roth | USD | 2025-05-23 | 1,250,755 | 100,326 | 1,150,429 | 1 | 64.9 | 30 | 0 | 5 | QQQ:33.3%;VOO:33.3%;AMZN:33.3% | US:66.2;EU:11.2;APAC:12.0;EM:6.8;Other:3.8 | Value:+0.3;Growth:-0.4;Quality:-0.6;Size:+0.2;Momentum:+0.9;LowVol:-0.8 | null | 5 | 30 | 4.8 | hard 12% | 147 | 24.3 | Bull | 15.9 | 4.95 | 3.1 | 119 | 11 | 45 | 60 | false | Rebalance | Shift +1% to bonds from equity | 15 | 6 | BrokerB | MKT | 89 | null | null | Normal monitoring | -36 | -52 | 81 | 5 | false | Tighten stops on momentum names |
P4390 | Hands-off | Taxable | USD | 2025-03-13 | 856,218 | 37,235 | 818,983 | 1 | 62.4 | 20.8 | 8.7 | 8.1 | VOO:8.8%;BND:20.6%;MSFT:20.6%;AAPL:17.7%;MUB:20.6%;QQQ:11.8% | US:63.5;EU:14.3;APAC:13.7;EM:6.4;Other:2.2 | Value:+0.8;Growth:-0.5;Quality:-0.8;Size:-0.6;Momentum:+1.0;LowVol:+0.5 | null | 5 | 30 | 4 | trailing 10% | 90 | 14.5 | Bull | 16.4 | 4.93 | 3 | 82 | 96 | 89 | 49 | false | Hedge | Add TLT +1% as duration hedge | 28 | -11 | BrokerB | VWAP | 88 | null | null | Normal monitoring | -10 | -17 | 18 | 5 | false | Tax-aware sells next window |
P4391 | Opportunistic | 401k | USD | 2025-01-09 | 351,223 | 20,208 | 331,015 | 1 | 63 | 10.8 | 21.8 | 4.4 | VTI:25.0%;XLF:25.0%;GLD:25.0%;QQQ:25.0% | US:68.4;EU:12.1;APAC:9.3;EM:9.1;Other:1.1 | Value:-0.7;Growth:-0.3;Quality:+0.7;Size:+0.8;Momentum:+0.7;LowVol:-0.9 | NoDerivatives | 8 | 30 | 5.8 | trailing 9% | 180 | 21.9 | Bull | 11.7 | 3.95 | 2.4 | 81 | 116 | 100 | 40 | false | Rebalance | Shift +1% to bonds from equity | 27 | 13 | BrokerD | VWAP | 96 | null | null | Normal monitoring | 61 | -30 | 122 | 5 | false | Monitor dispersion and breadth |
P4392 | Active | IRA | USD | 2025-01-10 | 1,503,034 | 119,616 | 1,383,418 | 1 | 50.9 | 18.4 | 23.4 | 7.3 | MSFT:20.7%;TSLA:7.0%;BRK.B:13.1%;QQQ:18.0%;VNQ:20.7%;MUB:20.5% | US:61.5;EU:15.9;APAC:7.9;EM:12.7;Other:2.1 | Value:0.0;Growth:-0.5;Quality:+0.6;Size:-0.5;Momentum:-0.2;LowVol:-0.3 | null | 6 | 25 | 5.9 | trailing 8% | 229 | 17.2 | Volatile | 31.8 | 3.65 | 3.1 | 149 | 68 | 78 | 74 | true | Hedge | Buy index puts 1% notional | -13 | -38 | BrokerC | VWAP | 86 | VAR>budget | TightenStops | Risk above budget threshold | -27 | -14 | 71 | 5 | false | Monitor dispersion and breadth |
P4393 | Active | IRA | USD | 2025-06-20 | 1,146,567 | 97,713 | 1,048,854 | 1.21 | 67.9 | 19.1 | 3.5 | 9.5 | IEF:35.6%;HYG:28.9%;VNQ:35.6% | US:73.0;EU:9.3;APAC:8.4;EM:8.5;Other:0.9 | Value:-1.0;Growth:-0.6;Quality:-0.9;Size:+0.7;Momentum:-0.7;LowVol:+0.7 | null | 7 | 35 | 5.8 | trailing 8% | 127 | 19.7 | Bull | 14.9 | 4.82 | 3.5 | 72 | 38 | 79 | 48 | false | Hedge | Add TLT +1% as duration hedge | -7 | -30 | BrokerB | LMT | 88 | null | null | Normal monitoring | -30 | -50 | 12 | 5 | false | Tax-aware sells next window |
P4394 | Cautious | Roth | USD | 2025-08-18 | 287,186 | 27,559 | 259,627 | 1 | 43 | 34.4 | 7 | 15.6 | VNQ:12.9%;AAPL:21.9%;MUB:21.9%;VOO:21.9%;XLF:21.6% | US:63.7;EU:14.7;APAC:15.3;EM:5.5;Other:0.8 | Value:+0.7;Growth:+0.1;Quality:-0.0;Size:+0.8;Momentum:-0.3;LowVol:-0.6 | ESGOnly;MaxPos8%;NoMargin | 7 | 35 | 3.8 | trailing 8% | 123 | 14.9 | Bull | 15.1 | 4.09 | 2 | 104 | 104 | 100 | 45 | false | NoAction | Within bands; monitor | 12 | -11 | BrokerD | LMT | 88 | null | null | Normal monitoring | 103 | -14 | 157 | 5 | false | Within IPS guidelines |
P4395 | Active | Taxable | USD | 2025-04-25 | 501,525 | 50,990 | 450,535 | 1 | 55.2 | 31.2 | 5.3 | 8.3 | MUB:7.6%;IEF:21.6%;BRK.B:8.6%;GLD:21.6%;VOO:19.2%;AMZN:21.4% | US:66.7;EU:6.0;APAC:9.2;EM:12.7;Other:5.4 | Value:+0.9;Growth:-0.1;Quality:-0.1;Size:-0.5;Momentum:-0.9;LowVol:+0.7 | null | 10 | 30 | 5.7 | trailing 8% | 137 | 23.3 | Bear | 25.1 | 3.45 | 1.9 | 153 | 8 | 40 | 55 | false | Buy | Add to core equity +1% | 0 | -20 | BrokerD | MKT | 86 | null | null | Normal monitoring | 23 | -5 | -6 | 4 | false | Monitor dispersion and breadth |
P4396 | Systematic | Trust | USD | 2024-10-22 | 1,537,238 | 109,305 | 1,427,933 | 1 | 60.9 | 30.8 | 0 | 8.3 | AMZN:37.1%;VNQ:25.8%;BND:37.1% | US:67.0;EU:5.4;APAC:13.2;EM:9.8;Other:4.5 | Value:+0.8;Growth:+0.5;Quality:+0.5;Size:-0.4;Momentum:+0.4;LowVol:+0.7 | null | 7 | 30 | 5.5 | trailing 8% | 221 | 25.2 | Bull | 15.1 | 4.12 | 2.3 | 82 | 62 | 87 | 40 | false | Rebalance | Shift +1% to bonds from equity | 24 | -13 | BrokerC | LMT | 96 | null | null | Normal monitoring | 40 | -53 | 84 | 3 | false | Tax-aware sells next window |
P4397 | Systematic | IRA | USD | 2025-01-10 | 1,432,764 | 73,480 | 1,359,284 | 1 | 62.1 | 21.1 | 7.8 | 9 | VNQ:13.5%;AAPL:21.7%;HYG:21.7%;QQQ:12.3%;AMZN:9.0%;VTI:21.7% | US:64.9;EU:18.0;APAC:7.9;EM:4.1;Other:5.1 | Value:+0.5;Growth:+1.0;Quality:+0.8;Size:-0.4;Momentum:-0.0;LowVol:+0.8 | MaxPos5% | 10 | 25 | 5.5 | trailing 9% | 194 | 24.9 | Volatile | 25 | 3.61 | 4.1 | 147 | 74 | 75 | 77 | true | Rebalance | Rebalance back to target bands | -4 | -36 | BrokerB | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 44 | -18 | 47 | 5 | false | Increase defensive factor exposure |
P4398 | Hands-off | IRA | USD | 2025-08-13 | 565,718 | 36,048 | 529,670 | 1 | 63.4 | 27.4 | 1.2 | 8 | MSFT:22.5%;TLT:12.9%;AAPL:7.9%;VOO:13.7%;XLF:20.4%;HYG:22.5% | US:59.0;EU:14.3;APAC:11.5;EM:10.6;Other:4.7 | Value:-0.8;Growth:+0.4;Quality:-0.6;Size:+0.8;Momentum:+1.0;LowVol:+0.1 | ESGOnly | 7 | 35 | 4.3 | trailing 10% | 94 | 16.3 | Volatile | 27.9 | 5.02 | 4.4 | 132 | 38 | 67 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | -23 | BrokerC | LMT | 89 | VAR>budget | Hedge | Risk above budget threshold | 60 | -57 | 120 | 2 | false | Tax-aware sells next window |
P4399 | Hands-off | 401k | USD | 2025-03-15 | 709,464 | 57,622 | 651,842 | 1 | 67.4 | 22.2 | 2.5 | 8 | XLF:20.7%;VTI:23.0%;TLT:23.0%;BND:19.6%;VNQ:13.6% | US:58.4;EU:18.0;APAC:12.8;EM:6.8;Other:4.0 | Value:+0.4;Growth:+0.6;Quality:+0.1;Size:+0.8;Momentum:-0.3;LowVol:+0.1 | null | 5 | 35 | 5.1 | hard 10% | 121 | 17.3 | Sideways | 21.8 | 4.79 | 2.8 | 129 | 49 | 88 | 74 | true | Hedge | Buy index puts 1% notional | 26 | 9 | BrokerC | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 50 | -6 | 79 | 4 | false | Tax-aware sells next window |
P4400 | Systematic | Trust | USD | 2025-09-28 | 1,964,663 | 99,292 | 1,865,371 | 1 | 66.4 | 25.4 | 1.7 | 6.5 | MSFT:25.1%;VNQ:9.6%;QQQ:25.1%;AAPL:13.8%;TLT:14.2%;HYG:12.2% | US:61.9;EU:16.2;APAC:5.4;EM:12.5;Other:4.0 | Value:-0.3;Growth:+0.3;Quality:+0.5;Size:+0.1;Momentum:-0.5;LowVol:-0.6 | null | 8 | 30 | 4.3 | hard 12% | 171 | 27.5 | Bull | 12.5 | 4.37 | 3.4 | 85 | 54 | 87 | 47 | false | Sell | Trim extended winner -1% | 13 | -5 | BrokerB | LMT | 92 | null | null | Normal monitoring | 41 | 0 | 17 | 5 | false | Tax-aware sells next window |
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