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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4501 | Active | IRA | USD | 2024-10-24 | 2,340,439 | 151,899 | 2,188,540 | 1 | 62.6 | 26.5 | 5.4 | 5.5 | TSLA:15.2%;AAPL:19.8%;QQQ:20.2%;BRK.B:10.8%;VOO:14.5%;BND:19.5% | US:72.2;EU:10.8;APAC:7.8;EM:6.6;Other:2.6 | Value:+0.5;Growth:-0.9;Quality:-0.3;Size:-0.8;Momentum:+0.8;LowVol:-0.1 | null | 6 | 25 | 4.3 | trailing 9% | 229 | 20 | Sideways | 18.2 | 3.8 | 2.1 | 97 | 3 | 50 | 47 | false | Sell | Trim extended winner -1% | 8 | -11 | BrokerB | LMT | 86 | null | null | Normal monitoring | 87 | 9 | 219 | 3 | false | Tighten stops on momentum names |
P4502 | Systematic | IRA | USD | 2024-12-24 | 712,413 | 53,536 | 658,877 | 1 | 57.9 | 31.1 | 5.9 | 5.1 | GLD:26.0%;QQQ:11.1%;IEF:26.0%;VTI:10.9%;AAPL:26.0% | US:65.6;EU:16.2;APAC:7.7;EM:7.4;Other:3.1 | Value:-0.9;Growth:+0.2;Quality:+0.5;Size:-0.6;Momentum:+0.8;LowVol:+0.9 | NoDerivatives | 10 | 30 | 5.2 | trailing 8% | 131 | 19.5 | Volatile | 21.6 | 5.06 | 4.4 | 145 | -34 | 41 | 47 | false | Hedge | Add TLT +1% as duration hedge | -9 | 12 | BrokerD | LMT | 95 | null | null | Normal monitoring | -24 | -23 | 113 | 5 | false | Increase defensive factor exposure |
P4503 | Hands-off | IRA | USD | 2024-10-03 | 347,983 | 33,753 | 314,230 | 1 | 66.6 | 26.1 | 0 | 7.3 | TSLA:23.3%;MUB:12.3%;BND:17.9%;VOO:23.3%;MSFT:23.3% | US:63.4;EU:15.2;APAC:9.2;EM:11.0;Other:1.3 | Value:-0.4;Growth:+0.4;Quality:-0.9;Size:+0.2;Momentum:-0.7;LowVol:-0.2 | MaxPos6% | 8 | 30 | 3.8 | hard 10% | 150 | 15.4 | Sideways | 19.1 | 3.55 | 3.2 | 112 | 21 | 75 | 48 | false | Hedge | Add TLT +1% as duration hedge | 19 | -32 | BrokerA | VWAP | 99 | null | null | Normal monitoring | 54 | -35 | 190 | 4 | false | Within IPS guidelines |
P4504 | Cautious | Taxable | USD | 2024-09-01 | 657,840 | 73,872 | 583,968 | 1 | 44.8 | 40.4 | 3.5 | 11.3 | IEF:18.4%;QQQ:13.1%;BND:22.8%;TSLA:22.8%;AAPL:22.8% | US:58.3;EU:15.7;APAC:13.7;EM:10.5;Other:1.7 | Value:-0.3;Growth:+0.9;Quality:-0.1;Size:+0.4;Momentum:+0.9;LowVol:+0.2 | ESGOnly;NoMargin | 6 | 35 | 5.8 | hard 10% | 127 | 18.4 | Volatile | 24.1 | 4.62 | 3.5 | 130 | 58 | 87 | 56 | false | NoAction | Within bands; monitor | 28 | -24 | BrokerC | MKT | 0 | null | null | Normal monitoring | 51 | -34 | 129 | 4 | false | Tighten stops on momentum names |
P4505 | Active | Taxable | USD | 2025-03-16 | 2,101,154 | 174,436 | 1,926,718 | 1.21 | 65.2 | 26.7 | 0 | 8.2 | VNQ:25.0%;GLD:25.0%;MSFT:25.0%;MUB:25.0% | US:72.8;EU:6.8;APAC:12.5;EM:3.8;Other:4.1 | Value:-0.4;Growth:-0.1;Quality:-0.1;Size:-0.6;Momentum:+0.6;LowVol:-0.8 | null | 5 | 25 | 5.7 | hard 12% | 123 | 24.9 | Sideways | 14.4 | 3.63 | 3.5 | 114 | 41 | 74 | 44 | false | Buy | Add to core equity +1% | 22 | 4 | BrokerA | LMT | 88 | null | null | Normal monitoring | 38 | -44 | 164 | 3 | false | Monitor dispersion and breadth |
P4506 | Active | Taxable | USD | 2024-08-31 | 872,094 | 87,110 | 784,984 | 1 | 51.9 | 23.3 | 15.3 | 9.5 | AAPL:16.2%;TLT:27.9%;IEF:27.9%;MUB:27.9% | US:66.3;EU:5.4;APAC:14.6;EM:11.7;Other:1.8 | Value:+0.2;Growth:-0.0;Quality:+0.3;Size:-0.2;Momentum:-0.3;LowVol:+0.7 | MaxPos6% | 5 | 35 | 4.2 | trailing 8% | 150 | 20.1 | Volatile | 20.7 | 4.35 | 2.7 | 154 | 45 | 86 | 51 | true | Hedge | Buy index puts 1% notional | 0 | 4 | BrokerD | MKT | 91 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 41 | 8 | 47 | 4 | false | Tighten stops on momentum names |
P4507 | Opportunistic | 401k | USD | 2025-03-06 | 782,214 | 34,192 | 748,022 | 1.24 | 74.6 | 16.7 | 3.5 | 5.2 | IEF:25.0%;HYG:25.0%;QQQ:25.0%;VNQ:25.0% | US:74.1;EU:11.6;APAC:8.4;EM:5.2;Other:0.7 | Value:+0.1;Growth:+0.9;Quality:-0.6;Size:-0.1;Momentum:-0.4;LowVol:-0.4 | NoDerivatives | 7 | 35 | 5.4 | trailing 9% | 232 | 29.5 | Volatile | 28.2 | 4.91 | 4 | 137 | -27 | 32 | 90 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -2 | BrokerD | LMT | 98 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 115 | -45 | 248 | 5 | false | Tighten stops on momentum names |
P4508 | Opportunistic | Taxable | USD | 2025-04-27 | 917,014 | 33,168 | 883,846 | 1.15 | 66.3 | 17.3 | 7.4 | 9 | TLT:18.2%;AAPL:29.6%;BRK.B:22.6%;VOO:29.6% | US:68.6;EU:6.5;APAC:14.3;EM:6.8;Other:3.8 | Value:-0.2;Growth:-0.3;Quality:+0.5;Size:-0.0;Momentum:+0.3;LowVol:+0.3 | null | 5 | 25 | 6.8 | trailing 7% | 187 | 22.8 | Bull | 13.3 | 4.28 | 2.8 | 116 | 116 | 100 | 36 | false | Sell | Trim extended winner -1% | 8 | -32 | BrokerD | MKT | 96 | null | null | Normal monitoring | 56 | -6 | 64 | 3 | false | Tax-aware sells next window |
P4509 | Opportunistic | 401k | USD | 2025-11-27 | 1,399,614 | 75,579 | 1,324,035 | 1 | 69.6 | 18.9 | 7.4 | 4.2 | VOO:28.8%;TSLA:16.7%;VTI:28.8%;BRK.B:25.8% | US:62.6;EU:17.9;APAC:9.6;EM:9.9;Other:0.1 | Value:+0.6;Growth:+0.8;Quality:-0.3;Size:-0.1;Momentum:+0.7;LowVol:+0.6 | null | 10 | 25 | 6.5 | hard 12% | 236 | 33.9 | Bull | 12.1 | 3.79 | 2.9 | 109 | 18 | 70 | 45 | false | NoAction | Within bands; monitor | 35 | 1 | BrokerC | MKT | 0 | null | null | Normal monitoring | 78 | -1 | 69 | 5 | false | Monitor dispersion and breadth |
P4510 | Hands-off | Roth | USD | 2025-08-14 | 706,107 | 68,971 | 637,136 | 1 | 59.9 | 16.2 | 18.2 | 5.6 | TSLA:13.3%;GLD:20.8%;AAPL:11.5%;XLF:19.9%;VOO:17.3%;VTI:17.2% | US:64.2;EU:18.5;APAC:7.5;EM:7.0;Other:2.8 | Value:-0.8;Growth:-0.6;Quality:-0.4;Size:-0.2;Momentum:+0.4;LowVol:-0.1 | null | 7 | 30 | 3.5 | trailing 8% | 95 | 12.5 | Sideways | 19.8 | 4.13 | 3.5 | 108 | 5 | 59 | 58 | false | Rebalance | Shift +1% to bonds from equity | 4 | 4 | BrokerB | MKT | 87 | null | null | Normal monitoring | 31 | 7 | 139 | 3 | false | Monitor dispersion and breadth |
P4511 | Hands-off | Roth | USD | 2025-05-29 | 579,218 | 27,539 | 551,679 | 1 | 66.9 | 22.8 | 3.2 | 7.1 | AAPL:33.3%;VOO:33.3%;AMZN:33.3% | US:71.8;EU:10.6;APAC:9.3;EM:4.2;Other:4.1 | Value:-0.1;Growth:0.0;Quality:-0.4;Size:0.0;Momentum:-0.9;LowVol:+0.8 | ESGOnly;MaxPos7% | 6 | 25 | 4.6 | trailing 10% | 166 | 13.4 | Volatile | 21.8 | 4 | 2.5 | 163 | 58 | 66 | 57 | true | Hedge | Buy index puts 1% notional | 26 | -1 | BrokerD | VWAP | 97 | VAR>budget | Hedge | Risk above budget threshold | -22 | -46 | 47 | 2 | false | Tighten stops on momentum names |
P4512 | Systematic | 401k | USD | 2025-09-08 | 1,390,650 | 122,843 | 1,267,807 | 1 | 57.3 | 28.1 | 6.8 | 7.7 | AAPL:28.2%;GLD:28.2%;VTI:23.7%;TLT:20.0% | US:64.3;EU:17.8;APAC:10.5;EM:7.3;Other:0.1 | Value:0.0;Growth:-0.7;Quality:-0.5;Size:-0.2;Momentum:+0.7;LowVol:-0.5 | null | 8 | 30 | 5 | trailing 9% | 203 | 26.7 | Sideways | 21.3 | 3.91 | 3.4 | 125 | 0 | 46 | 64 | false | Buy | Add to core equity +1% | 0 | -27 | BrokerB | MKT | 96 | null | null | Normal monitoring | -6 | -54 | 66 | 3 | false | Tax-aware sells next window |
P4513 | Active | Taxable | USD | 2025-11-07 | 2,451,405 | 269,585 | 2,181,820 | 1 | 61.6 | 28.9 | 0 | 9.5 | AAPL:33.7%;AMZN:33.7%;HYG:32.7% | US:63.5;EU:16.8;APAC:10.4;EM:9.0;Other:0.2 | Value:-0.4;Growth:-0.4;Quality:+0.3;Size:+0.8;Momentum:+0.1;LowVol:-0.1 | MaxPos5% | 5 | 25 | 4.9 | hard 12% | 213 | 21.8 | Bull | 14.6 | 4.42 | 2.2 | 93 | 19 | 64 | 51 | false | Sell | Trim extended winner -1% | -1 | -34 | BrokerB | LMT | 100 | null | null | Normal monitoring | -38 | -55 | 94 | 4 | false | Within IPS guidelines |
P4514 | Opportunistic | Trust | USD | 2025-10-22 | 987,260 | 31,758 | 955,502 | 1 | 77.6 | 13 | 2.7 | 6.6 | IEF:33.3%;XLF:33.3%;VNQ:33.3% | US:70.2;EU:8.3;APAC:10.3;EM:10.3;Other:0.8 | Value:-0.9;Growth:+0.7;Quality:+0.1;Size:+0.5;Momentum:+0.1;LowVol:+0.3 | MaxPos8% | 5 | 35 | 4.7 | trailing 7% | 237 | 33.4 | Volatile | 31.8 | 4.39 | 4.3 | 143 | 43 | 67 | 85 | true | Rebalance | Rebalance back to target bands | -14 | 0 | BrokerA | MKT | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 119 | -45 | 200 | 5 | false | Within IPS guidelines |
P4515 | Active | IRA | USD | 2024-11-23 | 1,177,672 | 111,515 | 1,066,157 | 1.25 | 68.6 | 18.8 | 3.9 | 8.7 | VTI:33.3%;BND:33.3%;AAPL:33.3% | US:64.9;EU:13.9;APAC:9.0;EM:9.6;Other:2.7 | Value:-0.4;Growth:+0.3;Quality:-0.3;Size:+0.7;Momentum:-0.8;LowVol:-0.6 | null | 5 | 35 | 4.6 | hard 12% | 205 | 20.8 | Bear | 23.5 | 4.28 | 2.5 | 146 | -63 | 24 | 66 | true | Rebalance | Rebalance back to target bands | 30 | -34 | BrokerB | LMT | 96 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 59 | -50 | 172 | 3 | true | Within IPS guidelines |
P4516 | Hands-off | Taxable | USD | 2025-11-27 | 867,420 | 54,664 | 812,756 | 1 | 59.1 | 28.9 | 6.6 | 5.4 | AMZN:12.1%;MUB:15.7%;GLD:20.3%;HYG:20.3%;IEF:17.6%;AAPL:14.1% | US:71.5;EU:12.9;APAC:7.0;EM:8.4;Other:0.3 | Value:+0.4;Growth:+0.4;Quality:+0.1;Size:-1.0;Momentum:+1.0;LowVol:-0.6 | ESGOnly | 6 | 30 | 3.3 | trailing 10% | 154 | 19.7 | Volatile | 23.9 | 4.67 | 3.7 | 148 | 31 | 60 | 67 | false | Hedge | Add TLT +1% as duration hedge | -14 | -4 | BrokerC | MKT | 95 | null | null | Normal monitoring | 65 | -43 | 111 | 3 | false | Increase defensive factor exposure |
P4517 | Cautious | Roth | USD | 2024-10-07 | 307,900 | 30,739 | 277,161 | 1 | 42.2 | 38.3 | 9.2 | 10.3 | GLD:19.6%;MUB:21.2%;AMZN:16.8%;QQQ:21.2%;BND:21.2% | US:63.6;EU:11.0;APAC:16.6;EM:5.1;Other:3.7 | Value:-0.5;Growth:-0.3;Quality:-1.0;Size:+0.2;Momentum:+0.6;LowVol:-0.3 | NoDerivatives;NoMargin | 6 | 25 | 4.3 | trailing 8% | 117 | 16.1 | Sideways | 21.3 | 4.84 | 2.1 | 108 | 42 | 56 | 49 | false | Buy | Add to core equity +1% | 21 | -18 | BrokerB | LMT | 95 | null | null | Normal monitoring | -17 | -18 | -40 | 5 | false | Within IPS guidelines |
P4518 | Hands-off | Taxable | USD | 2024-08-12 | 791,818 | 42,083 | 749,735 | 1 | 58.1 | 27.2 | 8.4 | 6.4 | IEF:29.1%;MUB:35.7%;TLT:35.1% | US:66.2;EU:10.4;APAC:8.4;EM:11.7;Other:3.3 | Value:-0.1;Growth:+0.2;Quality:-0.9;Size:+0.1;Momentum:+0.5;LowVol:+1.0 | ESGOnly;MaxPos6%;NoDerivatives | 10 | 25 | 3.9 | hard 10% | 107 | 14.7 | Bull | 12.7 | 4.23 | 2.1 | 78 | 119 | 100 | 33 | false | Sell | Trim extended winner -1% | -1 | -27 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 39 | -4 | 141 | 4 | false | Increase defensive factor exposure |
P4519 | Systematic | 401k | USD | 2025-11-27 | 1,306,739 | 112,514 | 1,194,225 | 1 | 67.6 | 26.8 | 0 | 5.6 | BRK.B:33.3%;GLD:33.3%;VTI:33.3% | US:67.2;EU:9.8;APAC:14.2;EM:8.7;Other:0.1 | Value:-0.8;Growth:+0.2;Quality:+0.3;Size:+0.9;Momentum:-0.4;LowVol:+0.1 | NoDerivatives | 6 | 30 | 4.1 | trailing 8% | 131 | 16.5 | Volatile | 27.4 | 3.96 | 2.7 | 111 | 6 | 55 | 80 | true | Hedge | Buy index puts 1% notional | 35 | -40 | BrokerA | LMT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -43 | -44 | -53 | 2 | false | Within IPS guidelines |
P4520 | Active | 401k | USD | 2025-05-26 | 978,297 | 112,958 | 865,339 | 1 | 57.6 | 31.2 | 1.2 | 10 | VTI:7.3%;BND:19.2%;XLF:14.6%;VOO:18.3%;MSFT:20.4%;VNQ:20.2% | US:70.4;EU:11.5;APAC:8.5;EM:6.9;Other:2.7 | Value:-0.5;Growth:+0.7;Quality:-0.6;Size:-0.3;Momentum:-0.0;LowVol:+0.6 | MaxPos5%;NoDerivatives | 10 | 30 | 5.7 | trailing 9% | 156 | 18.2 | Sideways | 21.8 | 4.65 | 2.4 | 90 | -2 | 42 | 58 | false | Buy | Add to core equity +1% | 10 | -10 | BrokerD | LMT | 96 | null | null | Normal monitoring | 35 | -29 | 18 | 5 | false | Increase defensive factor exposure |
P4521 | Opportunistic | 401k | USD | 2025-06-29 | 1,255,095 | 87,823 | 1,167,272 | 1 | 69.9 | 18.8 | 3.1 | 8.2 | VOO:22.2%;BND:12.1%;VNQ:22.2%;GLD:21.3%;TSLA:22.2% | US:69.6;EU:10.9;APAC:9.6;EM:6.1;Other:3.8 | Value:-0.9;Growth:+0.8;Quality:+0.4;Size:+0.7;Momentum:-0.3;LowVol:+0.7 | null | 8 | 35 | 6.5 | trailing 9% | 169 | 27.4 | Bear | 33.9 | 3.31 | 2.6 | 179 | -36 | 29 | 93 | true | Hedge | Buy index puts 1% notional | 11 | -40 | BrokerA | MKT | 93 | VAR>budget | TightenStops | Risk above budget threshold | 41 | -36 | 167 | 5 | false | Tighten stops on momentum names |
P4522 | Active | Roth | USD | 2024-11-12 | 519,728 | 38,313 | 481,415 | 1 | 58.4 | 31.5 | 3.3 | 6.8 | MUB:18.3%;TLT:20.6%;GLD:20.6%;AMZN:20.6%;MSFT:11.4%;VOO:8.5% | US:69.8;EU:12.2;APAC:8.1;EM:8.5;Other:1.4 | Value:-0.2;Growth:+0.7;Quality:+0.4;Size:+0.8;Momentum:-0.2;LowVol:+0.4 | null | 7 | 30 | 4.1 | trailing 8% | 209 | 24.8 | Bull | 12.1 | 4.38 | 2.5 | 97 | 106 | 100 | 47 | false | Rebalance | Shift +1% to bonds from equity | 28 | -21 | BrokerB | MKT | 97 | null | null | Normal monitoring | 109 | -24 | 245 | 5 | false | Tighten stops on momentum names |
P4523 | Active | Taxable | USD | 2025-05-10 | 795,838 | 93,316 | 702,522 | 1 | 59.1 | 28.5 | 3 | 9.4 | QQQ:33.3%;AMZN:33.3%;BRK.B:33.3% | US:68.9;EU:9.9;APAC:8.9;EM:10.2;Other:2.1 | Value:+0.2;Growth:-0.9;Quality:-0.3;Size:-1.0;Momentum:+0.3;LowVol:-0.5 | null | 6 | 25 | 4.9 | hard 12% | 201 | 27.4 | Bear | 29.1 | 4.41 | 1.7 | 219 | -63 | 11 | 79 | true | Hedge | Buy index puts 1% notional | 9 | -12 | BrokerA | LMT | 93 | VAR>budget | Reduce | Risk above budget threshold | 119 | -44 | 242 | 4 | false | Tighten stops on momentum names |
P4524 | Cautious | Taxable | USD | 2025-09-11 | 760,362 | 107,194 | 653,168 | 1 | 41.5 | 41 | 2.2 | 15.3 | TSLA:23.3%;IEF:23.3%;MUB:20.8%;QQQ:9.4%;XLF:23.3% | US:59.2;EU:17.9;APAC:8.3;EM:8.9;Other:5.7 | Value:+0.3;Growth:-0.3;Quality:0.0;Size:+0.9;Momentum:-0.4;LowVol:+0.5 | MaxPos5%;NoMargin | 10 | 35 | 3.9 | trailing 8% | 139 | 17.2 | Bull | 13.6 | 4.65 | 3.4 | 104 | 11 | 61 | 26 | false | Buy | Add to core equity +1% | 17 | -10 | BrokerC | LMT | 98 | null | null | Normal monitoring | 97 | 2 | 64 | 4 | false | Tighten stops on momentum names |
P4525 | Hands-off | Trust | USD | 2025-03-18 | 178,848 | 13,995 | 164,853 | 1 | 71 | 20.4 | 0 | 8.6 | VNQ:23.2%;HYG:20.9%;AAPL:19.4%;IEF:15.7%;QQQ:20.8% | US:71.7;EU:5.8;APAC:14.4;EM:5.7;Other:2.3 | Value:-0.3;Growth:+0.7;Quality:+0.3;Size:+0.3;Momentum:-0.4;LowVol:+0.8 | ESGOnly;MaxPos6% | 8 | 30 | 5.9 | trailing 8% | 116 | 18 | Bull | 15.3 | 3.94 | 2.3 | 109 | 69 | 75 | 44 | false | Hedge | Add TLT +1% as duration hedge | -11 | -11 | BrokerA | MKT | 95 | null | null | Normal monitoring | -33 | -14 | 68 | 3 | false | Monitor dispersion and breadth |
P4526 | Hands-off | Trust | USD | 2025-06-14 | 664,705 | 40,828 | 623,877 | 1 | 74 | 15 | 2.8 | 8.2 | BND:26.1%;BRK.B:20.4%;IEF:26.8%;TSLA:26.8% | US:64.2;EU:15.2;APAC:11.0;EM:9.4;Other:0.2 | Value:+1.0;Growth:+0.1;Quality:-0.9;Size:-0.5;Momentum:-0.2;LowVol:+0.8 | MaxPos6% | 7 | 25 | 5 | trailing 8% | 152 | 17.9 | Volatile | 24.3 | 3.61 | 2.4 | 148 | -14 | 35 | 67 | false | Buy | Add to core equity +1% | -12 | -13 | BrokerA | LMT | 94 | null | null | Normal monitoring | 89 | 13 | 76 | 3 | false | Tax-aware sells next window |
P4527 | Active | 401k | USD | 2025-12-07 | 801,181 | 89,197 | 711,984 | 1 | 53.3 | 22.1 | 19.3 | 5.4 | AMZN:33.3%;TLT:33.3%;QQQ:33.3% | US:66.2;EU:13.7;APAC:10.1;EM:6.7;Other:3.3 | Value:+0.3;Growth:-0.7;Quality:-0.1;Size:-1.0;Momentum:+0.3;LowVol:-0.7 | MaxPos7% | 8 | 25 | 4.6 | trailing 8% | 171 | 23.4 | Bull | 17.7 | 3.74 | 3.4 | 71 | 29 | 77 | 55 | false | Buy | Add to core equity +1% | -1 | -8 | BrokerC | MKT | 86 | null | null | Normal monitoring | 113 | -42 | 146 | 4 | false | Within IPS guidelines |
P4528 | Opportunistic | IRA | USD | 2024-09-04 | 1,798,809 | 56,648 | 1,742,161 | 1 | 61.6 | 21.9 | 11.5 | 5 | VNQ:33.4%;QQQ:33.2%;GLD:33.4% | US:70.5;EU:10.9;APAC:12.8;EM:5.1;Other:0.7 | Value:+0.7;Growth:-0.6;Quality:-0.7;Size:-0.4;Momentum:+0.5;LowVol:+0.3 | null | 8 | 35 | 4.9 | trailing 7% | 196 | 27 | Volatile | 28.2 | 3.91 | 2.3 | 146 | 25 | 60 | 66 | false | Rebalance | Shift +1% to bonds from equity | -15 | -11 | BrokerD | MKT | 100 | null | null | Normal monitoring | -18 | -2 | 33 | 4 | false | Within IPS guidelines |
P4529 | Hands-off | IRA | USD | 2024-07-16 | 568,002 | 52,835 | 515,167 | 1 | 67.8 | 20.7 | 3.3 | 8.2 | XLF:23.3%;HYG:14.4%;QQQ:23.3%;TSLA:15.8%;AMZN:23.3% | US:58.6;EU:14.3;APAC:9.5;EM:12.5;Other:5.0 | Value:+0.5;Growth:+0.1;Quality:-0.5;Size:+0.7;Momentum:0.0;LowVol:-0.3 | null | 10 | 30 | 3.9 | hard 10% | 103 | 12.3 | Bull | 11.8 | 4.63 | 3.4 | 85 | 109 | 100 | 45 | false | Hedge | Add TLT +1% as duration hedge | 31 | -1 | BrokerC | MKT | 90 | null | null | Normal monitoring | 70 | -45 | 131 | 3 | false | Increase defensive factor exposure |
P4530 | Opportunistic | 401k | USD | 2025-02-06 | 567,137 | 37,876 | 529,261 | 1.2 | 67.3 | 12.9 | 14.5 | 5.3 | HYG:33.3%;VNQ:33.3%;MSFT:33.3% | US:67.4;EU:7.7;APAC:8.0;EM:14.4;Other:2.5 | Value:+0.9;Growth:+0.1;Quality:+0.3;Size:-0.9;Momentum:+0.1;LowVol:-0.1 | NoDerivatives | 6 | 30 | 5.7 | hard 12% | 184 | 24.6 | Bear | 35 | 3.47 | 2 | 205 | -41 | 26 | 96 | true | Reduce | Cut high-beta by 2-3%, add cash | 22 | 0 | BrokerD | VWAP | 91 | VAR>budget | Hedge | Risk above budget threshold | 16 | -52 | 32 | 3 | false | Tax-aware sells next window |
P4531 | Active | Roth | USD | 2024-08-24 | 1,578,146 | 141,893 | 1,436,253 | 1 | 56.5 | 21.9 | 15 | 6.6 | VOO:15.4%;VNQ:23.8%;TLT:23.8%;BND:13.1%;GLD:23.8% | US:65.0;EU:12.7;APAC:8.7;EM:10.9;Other:2.8 | Value:+0.8;Growth:+0.8;Quality:-0.9;Size:-0.5;Momentum:+0.2;LowVol:-0.4 | MaxPos7% | 8 | 30 | 5.8 | hard 12% | 129 | 22.3 | Sideways | 15.2 | 3.78 | 2.5 | 135 | 13 | 51 | 50 | false | Rebalance | Shift +1% to bonds from equity | -14 | -35 | BrokerB | MKT | 92 | null | null | Normal monitoring | 61 | -5 | 41 | 4 | false | Tighten stops on momentum names |
P4532 | Hands-off | 401k | USD | 2025-01-14 | 295,270 | 22,023 | 273,247 | 1 | 71.4 | 22.9 | 0 | 5.7 | QQQ:33.4%;AMZN:33.4%;TLT:33.2% | US:69.7;EU:15.3;APAC:9.0;EM:3.9;Other:2.0 | Value:-0.5;Growth:-0.4;Quality:-0.7;Size:+0.3;Momentum:+0.5;LowVol:-0.7 | MaxPos5% | 10 | 30 | 5.5 | hard 10% | 164 | 14.4 | Sideways | 19.4 | 4.67 | 2.3 | 138 | 5 | 57 | 67 | false | Rebalance | Shift +1% to bonds from equity | 24 | -37 | BrokerD | LMT | 85 | null | null | Normal monitoring | -36 | -40 | -61 | 5 | false | Within IPS guidelines |
P4533 | Opportunistic | Taxable | USD | 2024-08-21 | 751,839 | 67,500 | 684,339 | 1 | 64.8 | 21.8 | 6.1 | 7.2 | TSLA:33.3%;QQQ:33.3%;BRK.B:33.3% | US:66.9;EU:9.4;APAC:9.1;EM:12.3;Other:2.4 | Value:-0.6;Growth:+1.0;Quality:+0.4;Size:+0.8;Momentum:+0.5;LowVol:+0.5 | null | 6 | 25 | 5.6 | hard 12% | 225 | 21.8 | Volatile | 24.9 | 5.19 | 2.2 | 137 | -3 | 39 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | -1 | BrokerA | LMT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 101 | -47 | 171 | 5 | false | Tighten stops on momentum names |
P4534 | Cautious | 401k | USD | 2025-04-01 | 783,348 | 99,874 | 683,474 | 1 | 42.1 | 31.7 | 14.5 | 11.8 | QQQ:33.3%;AMZN:33.3%;GLD:33.3% | US:78.0;EU:6.8;APAC:9.2;EM:5.2;Other:0.8 | Value:+0.9;Growth:-0.2;Quality:-0.5;Size:+0.1;Momentum:+0.2;LowVol:-0.4 | ESGOnly;MaxPos5%;NoMargin | 7 | 30 | 3.1 | trailing 8% | 96 | 17.6 | Sideways | 15.4 | 4.61 | 2.3 | 97 | 38 | 84 | 37 | false | Sell | Trim extended winner -1% | 35 | 15 | BrokerB | LMT | 92 | null | null | Normal monitoring | 4 | -30 | 58 | 3 | false | Monitor dispersion and breadth |
P4535 | Systematic | 401k | USD | 2025-05-24 | 1,406,013 | 89,850 | 1,316,163 | 1 | 58.6 | 34.6 | 0 | 6.8 | VTI:33.3%;VOO:33.3%;MUB:33.3% | US:73.7;EU:6.1;APAC:7.3;EM:8.8;Other:4.0 | Value:+0.6;Growth:+0.4;Quality:+0.2;Size:-0.6;Momentum:-0.1;LowVol:-0.0 | NoDerivatives | 5 | 30 | 6 | trailing 8% | 128 | 26.7 | Bull | 11.5 | 3.89 | 3.4 | 105 | 50 | 87 | 40 | false | Rebalance | Shift +1% to bonds from equity | 0 | 14 | BrokerA | MKT | 95 | null | null | Normal monitoring | -20 | 18 | 74 | 5 | false | Within IPS guidelines |
P4536 | Opportunistic | Roth | USD | 2024-11-19 | 1,584,749 | 75,841 | 1,508,908 | 1 | 63.9 | 13.4 | 17.8 | 4.9 | TLT:23.8%;TSLA:21.2%;MUB:16.4%;BND:14.9%;XLF:23.8% | US:67.1;EU:9.4;APAC:11.8;EM:11.4;Other:0.3 | Value:-0.7;Growth:-0.4;Quality:+0.6;Size:+0.7;Momentum:-0.5;LowVol:+0.3 | MaxPos6% | 8 | 25 | 6.4 | trailing 7% | 179 | 25.9 | Bull | 11.8 | 3.99 | 3.1 | 113 | 19 | 69 | 47 | false | Rebalance | Shift +1% to bonds from equity | -3 | -32 | BrokerC | MKT | 94 | null | null | Normal monitoring | -1 | 14 | 50 | 3 | false | Tax-aware sells next window |
P4537 | Cautious | Taxable | USD | 2025-06-13 | 194,951 | 20,474 | 174,477 | 1 | 53.2 | 32.8 | 0 | 14 | IEF:34.1%;TSLA:31.9%;AMZN:34.1% | US:66.5;EU:14.8;APAC:7.1;EM:8.1;Other:3.4 | Value:-0.9;Growth:+0.9;Quality:-0.9;Size:-0.6;Momentum:+0.7;LowVol:-0.5 | ESGOnly;MaxPos8%;NoMargin | 5 | 25 | 4.5 | trailing 8% | 128 | 16 | Sideways | 18.6 | 4.92 | 2.1 | 135 | 44 | 79 | 53 | false | Sell | Trim extended winner -1% | 4 | -8 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 102 | -35 | 231 | 3 | false | Monitor dispersion and breadth |
P4538 | Hands-off | 401k | USD | 2025-07-29 | 544,133 | 21,998 | 522,135 | 1 | 71.4 | 21.6 | 1.9 | 5.1 | MUB:23.2%;MSFT:10.5%;AMZN:23.2%;TLT:23.2%;XLF:19.9% | US:65.1;EU:20.3;APAC:6.3;EM:3.6;Other:4.6 | Value:-0.7;Growth:+0.9;Quality:-0.8;Size:-0.1;Momentum:-0.1;LowVol:-0.8 | ESGOnly | 8 | 35 | 5.4 | trailing 8% | 128 | 12.9 | Bull | 15.5 | 3.85 | 2.9 | 117 | 8 | 54 | 44 | false | Sell | Trim extended winner -1% | -8 | -8 | BrokerA | LMT | 100 | null | null | Normal monitoring | 112 | -43 | 158 | 5 | false | Tighten stops on momentum names |
P4539 | Active | 401k | USD | 2025-09-14 | 1,468,472 | 142,094 | 1,326,378 | 1.14 | 61.1 | 29.8 | 3 | 6.1 | BND:20.0%;MUB:13.0%;GLD:22.3%;XLF:22.3%;VOO:22.3% | US:65.0;EU:16.2;APAC:9.3;EM:4.6;Other:4.9 | Value:-0.7;Growth:-0.5;Quality:0.0;Size:-0.5;Momentum:+0.2;LowVol:-0.1 | NoDerivatives | 7 | 30 | 5.6 | trailing 9% | 133 | 26.4 | Bull | 12.5 | 3.87 | 2.7 | 102 | 17 | 70 | 31 | false | Rebalance | Shift +1% to bonds from equity | 29 | -13 | BrokerC | MKT | 97 | null | null | Normal monitoring | -28 | -16 | -37 | 4 | false | Within IPS guidelines |
P4540 | Active | IRA | USD | 2025-11-24 | 609,165 | 51,025 | 558,140 | 1 | 55.1 | 25.8 | 13.8 | 5.3 | VTI:23.4%;MSFT:11.1%;AAPL:15.6%;GLD:13.5%;MUB:13.1%;VNQ:23.4% | US:70.1;EU:13.5;APAC:11.1;EM:4.4;Other:0.9 | Value:+0.1;Growth:+0.4;Quality:+0.9;Size:-0.0;Momentum:-0.6;LowVol:+0.9 | NoDerivatives | 10 | 35 | 4.8 | trailing 8% | 230 | 22.6 | Bull | 11.4 | 4.84 | 3 | 109 | 56 | 73 | 34 | false | Sell | Trim extended winner -1% | -7 | 11 | BrokerA | MKT | 100 | null | null | Normal monitoring | 41 | 5 | 74 | 5 | false | Tighten stops on momentum names |
P4541 | Cautious | 401k | USD | 2025-05-13 | 497,255 | 66,589 | 430,666 | 1 | 39.4 | 32.4 | 11.5 | 16.7 | IEF:11.0%;MUB:20.1%;TLT:20.4%;MSFT:20.4%;QQQ:17.9%;XLF:10.2% | US:65.7;EU:15.1;APAC:5.9;EM:9.9;Other:3.5 | Value:-0.8;Growth:-0.8;Quality:-0.7;Size:+0.5;Momentum:+0.4;LowVol:+0.6 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 5.2 | trailing 8% | 120 | 17.2 | Bull | 15.7 | 4.82 | 3.2 | 73 | 105 | 100 | 34 | false | Sell | Trim extended winner -1% | 4 | -29 | BrokerA | LMT | 91 | null | null | Normal monitoring | 99 | -38 | 202 | 4 | false | Tighten stops on momentum names |
P4542 | Opportunistic | Roth | USD | 2024-09-24 | 864,107 | 66,847 | 797,260 | 1.06 | 69.2 | 12.3 | 11 | 7.6 | AAPL:25.7%;MUB:15.3%;VOO:20.4%;IEF:13.0%;TSLA:25.7% | US:74.0;EU:7.9;APAC:7.9;EM:9.5;Other:0.7 | Value:-0.7;Growth:-0.9;Quality:-0.7;Size:+0.9;Momentum:+0.7;LowVol:-0.8 | null | 7 | 25 | 4.1 | hard 12% | 269 | 32 | Bull | 17.1 | 4.93 | 2.3 | 111 | 110 | 100 | 65 | false | Buy | Add to core equity +1% | 18 | -10 | BrokerB | VWAP | 86 | null | null | Normal monitoring | -41 | -22 | -2 | 4 | false | Monitor dispersion and breadth |
P4543 | Opportunistic | 401k | USD | 2025-10-20 | 318,011 | 18,811 | 299,200 | 1 | 68.7 | 14.9 | 7.9 | 8.5 | MUB:27.8%;TSLA:27.8%;AAPL:16.6%;VNQ:27.8% | US:72.3;EU:9.1;APAC:7.5;EM:10.2;Other:0.9 | Value:+0.9;Growth:-0.9;Quality:+0.3;Size:-0.6;Momentum:-0.9;LowVol:-0.6 | NoDerivatives | 8 | 25 | 4.4 | trailing 9% | 259 | 23 | Sideways | 17.5 | 3.91 | 2.9 | 136 | -23 | 33 | 53 | false | Rebalance | Shift +1% to bonds from equity | 5 | -13 | BrokerD | LMT | 90 | null | null | Normal monitoring | 10 | -13 | 95 | 4 | false | Tax-aware sells next window |
P4544 | Active | Taxable | USD | 2024-08-20 | 1,364,989 | 96,432 | 1,268,557 | 1 | 58.2 | 31.1 | 2.3 | 8.4 | VNQ:23.5%;AAPL:23.5%;QQQ:23.5%;BND:22.0%;MSFT:7.4% | US:65.3;EU:12.2;APAC:11.0;EM:11.5;Other:0.0 | Value:-0.4;Growth:+0.6;Quality:-0.3;Size:-0.1;Momentum:+0.5;LowVol:-0.5 | null | 6 | 35 | 5.1 | trailing 8% | 209 | 27.3 | Sideways | 16.4 | 3.51 | 3.2 | 93 | 39 | 78 | 49 | false | Buy | Add to core equity +1% | 14 | -38 | BrokerC | MKT | 91 | null | null | Normal monitoring | -14 | 19 | 43 | 4 | false | Tax-aware sells next window |
P4545 | Cautious | Trust | USD | 2025-08-31 | 828,729 | 72,391 | 756,338 | 1 | 41.5 | 30.6 | 14.3 | 13.7 | HYG:33.3%;MSFT:33.3%;VOO:33.3% | US:72.0;EU:10.3;APAC:8.0;EM:7.6;Other:2.1 | Value:+0.4;Growth:-0.0;Quality:-0.6;Size:-0.5;Momentum:+0.1;LowVol:-0.5 | ESGOnly;MaxPos6%;NoMargin | 7 | 25 | 4.4 | trailing 10% | 139 | 12.7 | Bull | 16 | 4.34 | 2.6 | 83 | 41 | 70 | 39 | false | Hedge | Add TLT +1% as duration hedge | 28 | -7 | BrokerD | MKT | 100 | null | null | Normal monitoring | 34 | -45 | 50 | 5 | false | Monitor dispersion and breadth |
P4546 | Hands-off | Roth | USD | 2024-10-17 | 682,855 | 58,958 | 623,897 | 1 | 64.2 | 17.3 | 8.8 | 9.7 | GLD:33.3%;TSLA:33.3%;TLT:33.3% | US:64.5;EU:11.4;APAC:10.7;EM:9.8;Other:3.6 | Value:+0.2;Growth:+0.9;Quality:+0.3;Size:-0.8;Momentum:-0.1;LowVol:-0.7 | ESGOnly | 8 | 30 | 5.8 | trailing 8% | 124 | 14 | Sideways | 16.1 | 4.8 | 3 | 133 | 3 | 47 | 49 | false | Sell | Trim extended winner -1% | 23 | 5 | BrokerC | MKT | 89 | null | null | Normal monitoring | -27 | -1 | -47 | 5 | false | Tighten stops on momentum names |
P4547 | Hands-off | Taxable | USD | 2025-04-17 | 192,697 | 12,041 | 180,656 | 1 | 65.9 | 25.5 | 1 | 7.5 | BND:33.3%;TLT:33.3%;MUB:33.3% | US:66.8;EU:15.9;APAC:9.1;EM:6.8;Other:1.3 | Value:+0.1;Growth:-0.0;Quality:-0.6;Size:-0.8;Momentum:0.0;LowVol:+0.3 | ESGOnly | 6 | 35 | 5.5 | hard 10% | 130 | 13.3 | Bull | 16 | 4.54 | 3.1 | 102 | 7 | 57 | 47 | false | Rebalance | Shift +1% to bonds from equity | 14 | -27 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 17 | 16 | 27 | 5 | false | Tighten stops on momentum names |
P4548 | Hands-off | Roth | USD | 2024-09-28 | 276,934 | 19,942 | 256,992 | 1 | 72.5 | 21.3 | 0 | 6.2 | XLF:23.8%;AAPL:23.8%;MSFT:10.0%;QQQ:18.7%;HYG:23.8% | US:67.5;EU:8.6;APAC:9.7;EM:12.5;Other:1.7 | Value:+0.9;Growth:-0.4;Quality:+0.4;Size:+0.1;Momentum:-1.0;LowVol:+0.5 | ESGOnly | 5 | 30 | 3.2 | hard 10% | 102 | 12.9 | Volatile | 26.5 | 5.49 | 3.9 | 129 | 55 | 89 | 85 | true | Hedge | Buy index puts 1% notional | 19 | 10 | BrokerB | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | 80 | -24 | 157 | 4 | false | Within IPS guidelines |
P4549 | Active | Roth | USD | 2025-03-13 | 2,484,579 | 271,147 | 2,213,432 | 1 | 66.5 | 25.8 | 0.1 | 7.5 | AAPL:35.2%;IEF:29.5%;QQQ:35.2% | US:69.5;EU:12.4;APAC:7.5;EM:10.4;Other:0.2 | Value:+0.9;Growth:-0.3;Quality:-0.2;Size:+0.3;Momentum:+0.7;LowVol:-0.1 | MaxPos7% | 6 | 30 | 5.3 | trailing 9% | 172 | 17.8 | Volatile | 20.6 | 3.66 | 4.5 | 161 | -57 | 17 | 69 | false | Rebalance | Shift +1% to bonds from equity | -6 | -12 | BrokerD | LMT | 89 | null | null | Normal monitoring | -35 | -1 | -58 | 3 | false | Within IPS guidelines |
P4550 | Opportunistic | Trust | USD | 2024-12-10 | 538,137 | 24,177 | 513,960 | 1 | 72.5 | 13.6 | 9.2 | 4.7 | MSFT:33.3%;TSLA:33.3%;VOO:33.3% | US:69.9;EU:12.4;APAC:8.8;EM:7.6;Other:1.2 | Value:+0.6;Growth:-0.1;Quality:-0.1;Size:+0.8;Momentum:+0.4;LowVol:+1.0 | NoDerivatives | 8 | 35 | 5.8 | trailing 7% | 162 | 31.2 | Bull | 17.7 | 4.14 | 2.1 | 91 | 102 | 95 | 66 | false | Rebalance | Shift +1% to bonds from equity | -13 | -20 | BrokerB | LMT | 85 | null | null | Normal monitoring | -58 | -56 | -60 | 5 | false | Tax-aware sells next window |
P4551 | Hands-off | Taxable | USD | 2025-08-06 | 639,940 | 57,906 | 582,034 | 1 | 69.1 | 25.9 | 0 | 4.9 | MSFT:15.6%;GLD:14.1%;TSLA:21.6%;QQQ:14.9%;TLT:21.6%;BND:12.3% | US:65.2;EU:7.3;APAC:13.3;EM:10.8;Other:3.4 | Value:-0.5;Growth:-0.6;Quality:+0.6;Size:-0.9;Momentum:+1.0;LowVol:-0.2 | ESGOnly;MaxPos6% | 6 | 35 | 5.6 | trailing 10% | 103 | 17.7 | Bull | 13.7 | 4.56 | 2.9 | 84 | 47 | 75 | 48 | false | Buy | Add to core equity +1% | 35 | -29 | BrokerB | LMT | 94 | null | null | Normal monitoring | -47 | 1 | -68 | 4 | false | Increase defensive factor exposure |
P4552 | Hands-off | 401k | USD | 2024-12-23 | 573,156 | 50,196 | 522,960 | 1 | 61.4 | 26.1 | 6 | 6.5 | MUB:13.2%;BRK.B:21.5%;IEF:21.5%;VNQ:13.3%;GLD:13.7%;VTI:16.7% | US:54.7;EU:19.9;APAC:14.6;EM:6.5;Other:4.3 | Value:+0.3;Growth:-0.0;Quality:-0.2;Size:-0.3;Momentum:-0.9;LowVol:-0.3 | ESGOnly;NoDerivatives | 5 | 35 | 5.7 | trailing 8% | 93 | 14.4 | Bull | 13.1 | 3.98 | 3.3 | 81 | 113 | 100 | 51 | false | NoAction | Within bands; monitor | 15 | -20 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 38 | -23 | 120 | 5 | false | Increase defensive factor exposure |
P4553 | Opportunistic | Roth | USD | 2025-10-21 | 687,480 | 50,933 | 636,547 | 1 | 62.3 | 21.8 | 8.4 | 7.5 | VOO:26.0%;IEF:11.1%;BRK.B:26.0%;AAPL:20.0%;MSFT:16.9% | US:74.0;EU:8.2;APAC:10.3;EM:6.2;Other:1.3 | Value:-0.8;Growth:-0.3;Quality:+0.9;Size:+0.9;Momentum:-0.4;LowVol:+0.3 | NoDerivatives | 5 | 25 | 6.6 | trailing 7% | 227 | 20.6 | Bull | 16.8 | 4.57 | 2.8 | 83 | 86 | 84 | 43 | false | Rebalance | Shift +1% to bonds from equity | 23 | 1 | BrokerD | VWAP | 96 | null | null | Normal monitoring | 97 | -31 | 235 | 4 | false | Tax-aware sells next window |
P4554 | Active | Taxable | USD | 2025-08-24 | 1,692,670 | 188,045 | 1,504,625 | 1 | 59.1 | 20.3 | 10.7 | 9.9 | MUB:13.1%;VTI:13.0%;VOO:20.4%;TSLA:20.4%;QQQ:13.6%;GLD:19.5% | US:68.5;EU:6.4;APAC:14.6;EM:8.4;Other:2.1 | Value:-0.8;Growth:+0.2;Quality:+0.5;Size:+0.1;Momentum:+0.3;LowVol:+0.1 | MaxPos6% | 6 | 30 | 5 | trailing 8% | 213 | 20.1 | Bull | 11.8 | 4.75 | 3.4 | 120 | 57 | 92 | 31 | false | Hedge | Add TLT +1% as duration hedge | 26 | 3 | BrokerD | LMT | 89 | null | null | Normal monitoring | 62 | -53 | 186 | 3 | false | Within IPS guidelines |
P4555 | Cautious | IRA | USD | 2025-07-18 | 440,839 | 49,019 | 391,820 | 1 | 36 | 39.9 | 8 | 16 | VNQ:15.7%;HYG:16.9%;BRK.B:21.7%;TSLA:12.5%;QQQ:21.7%;BND:11.5% | US:68.9;EU:6.2;APAC:13.4;EM:7.5;Other:4.0 | Value:+0.7;Growth:-0.1;Quality:-0.7;Size:+0.9;Momentum:-0.5;LowVol:+0.4 | NoDerivatives;NoMargin | 5 | 30 | 3.6 | trailing 8% | 119 | 14.5 | Volatile | 30.4 | 3.89 | 3.6 | 145 | -36 | 38 | 53 | false | Rebalance | Shift +1% to bonds from equity | 0 | 11 | BrokerA | MKT | 87 | null | null | Normal monitoring | 50 | -52 | 93 | 4 | false | Increase defensive factor exposure |
P4556 | Active | 401k | USD | 2024-07-16 | 1,723,192 | 203,016 | 1,520,176 | 1.15 | 58.6 | 21.2 | 14.1 | 6.2 | TLT:22.3%;AMZN:22.3%;AAPL:22.3%;IEF:19.1%;VNQ:14.0% | US:57.8;EU:20.3;APAC:8.5;EM:12.7;Other:0.8 | Value:-0.4;Growth:-0.4;Quality:-0.7;Size:+0.3;Momentum:-0.2;LowVol:+0.8 | NoDerivatives | 6 | 35 | 4.1 | trailing 9% | 225 | 22.2 | Volatile | 21.2 | 5.09 | 3.1 | 126 | -34 | 24 | 53 | false | Rebalance | Shift +1% to bonds from equity | -5 | -20 | BrokerB | LMT | 96 | null | null | Normal monitoring | -25 | -22 | -59 | 3 | false | Within IPS guidelines |
P4557 | Cautious | Roth | USD | 2025-04-06 | 806,553 | 85,908 | 720,645 | 1 | 41.3 | 37 | 11.3 | 10.4 | VNQ:29.3%;VOO:29.3%;GLD:23.4%;VTI:17.9% | US:71.8;EU:15.3;APAC:5.6;EM:4.0;Other:3.3 | Value:+0.5;Growth:+0.7;Quality:+0.6;Size:+1.0;Momentum:+1.0;LowVol:-0.3 | ESGOnly;MaxPos8%;NoMargin | 10 | 25 | 4.6 | hard 10% | 128 | 19.7 | Bull | 12.8 | 4.67 | 3.4 | 81 | 48 | 60 | 20 | false | Sell | Trim extended winner -1% | -8 | -12 | BrokerC | LMT | 97 | null | null | Normal monitoring | -27 | -42 | -36 | 4 | false | Within IPS guidelines |
P4558 | Systematic | Taxable | USD | 2025-12-23 | 867,270 | 38,411 | 828,859 | 1 | 56 | 24.6 | 12.1 | 7.3 | QQQ:23.2%;AMZN:24.7%;TSLA:26.1%;MUB:26.1% | US:61.0;EU:15.4;APAC:15.8;EM:5.8;Other:1.9 | Value:+0.5;Growth:+0.3;Quality:+0.1;Size:+0.8;Momentum:+0.8;LowVol:+0.5 | null | 8 | 25 | 5.3 | hard 12% | 182 | 16.8 | Volatile | 21.3 | 4.31 | 3.6 | 110 | -41 | 38 | 60 | false | Sell | Trim extended winner -1% | 0 | 14 | BrokerB | LMT | 88 | null | null | Normal monitoring | -43 | -24 | 35 | 5 | false | Tighten stops on momentum names |
P4559 | Active | Roth | USD | 2025-12-02 | 1,871,564 | 117,156 | 1,754,408 | 1 | 56.5 | 29.4 | 6.3 | 7.8 | TSLA:22.2%;GLD:22.2%;TLT:9.3%;AAPL:7.7%;MUB:16.4%;AMZN:22.2% | US:66.8;EU:13.4;APAC:9.4;EM:7.5;Other:2.9 | Value:-0.2;Growth:-0.5;Quality:-1.0;Size:+1.0;Momentum:-0.8;LowVol:-0.9 | MaxPos6%;NoDerivatives | 8 | 35 | 5.8 | trailing 9% | 164 | 26 | Bull | 17.6 | 4.15 | 3.1 | 105 | 66 | 80 | 48 | false | Buy | Add to core equity +1% | 15 | -33 | BrokerD | LMT | 92 | null | null | Normal monitoring | 112 | 13 | 103 | 5 | false | Within IPS guidelines |
P4560 | Cautious | IRA | USD | 2025-10-05 | 339,508 | 39,002 | 300,506 | 1 | 38.2 | 39.4 | 9.6 | 12.8 | BND:37.6%;HYG:24.7%;MUB:37.6% | US:72.7;EU:13.7;APAC:8.2;EM:4.6;Other:0.8 | Value:-0.5;Growth:-0.9;Quality:+0.7;Size:-0.2;Momentum:+0.9;LowVol:+0.1 | MaxPos5%;NoMargin | 6 | 35 | 3.8 | hard 10% | 160 | 12.2 | Bull | 12.4 | 4.31 | 2.5 | 116 | 54 | 76 | 33 | false | Buy | Add to core equity +1% | 16 | -29 | BrokerD | MKT | 89 | null | null | Normal monitoring | 86 | -18 | 123 | 3 | false | Within IPS guidelines |
P4561 | Cautious | Taxable | USD | 2025-11-14 | 388,669 | 48,070 | 340,599 | 1 | 51.8 | 34.7 | 0 | 13.5 | VTI:9.7%;AAPL:22.6%;AMZN:22.8%;MSFT:22.8%;QQQ:22.2% | US:67.6;EU:6.8;APAC:13.5;EM:8.3;Other:3.7 | Value:-0.6;Growth:0.0;Quality:-0.1;Size:-0.1;Momentum:+0.1;LowVol:-0.1 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 3.8 | trailing 8% | 106 | 13.5 | Volatile | 22.7 | 4.38 | 3.6 | 180 | 1 | 48 | 61 | false | Rebalance | Shift +1% to bonds from equity | -10 | -20 | BrokerB | LMT | 88 | null | null | Normal monitoring | -3 | 16 | -35 | 4 | false | Tax-aware sells next window |
P4562 | Cautious | IRA | USD | 2024-08-10 | 632,259 | 91,743 | 540,516 | 1 | 50.2 | 33.6 | 0 | 16.2 | BRK.B:23.9%;TLT:8.3%;TSLA:23.9%;VNQ:20.1%;XLF:23.9% | US:68.9;EU:8.1;APAC:10.4;EM:7.8;Other:4.8 | Value:-0.5;Growth:-0.6;Quality:-0.4;Size:-0.2;Momentum:-0.1;LowVol:-0.3 | ESGOnly;NoMargin | 6 | 25 | 4.5 | hard 10% | 130 | 19.5 | Sideways | 15.1 | 3.6 | 2.4 | 107 | 32 | 76 | 40 | false | Hedge | Add TLT +1% as duration hedge | -2 | -19 | BrokerB | LMT | 92 | null | null | Normal monitoring | 78 | -23 | 165 | 5 | false | Monitor dispersion and breadth |
P4563 | Active | Roth | USD | 2025-10-09 | 1,157,737 | 78,378 | 1,079,359 | 1 | 55.7 | 19.1 | 17.2 | 8 | HYG:33.3%;BND:33.3%;MSFT:33.3% | US:68.6;EU:17.1;APAC:6.5;EM:6.2;Other:1.7 | Value:-0.4;Growth:-0.1;Quality:-0.3;Size:+0.3;Momentum:-0.3;LowVol:-0.5 | MaxPos6% | 8 | 35 | 5.6 | hard 12% | 190 | 26.1 | Bull | 13.7 | 3.88 | 3.2 | 120 | 54 | 87 | 41 | false | Sell | Trim extended winner -1% | 24 | 12 | BrokerA | MKT | 86 | null | null | Normal monitoring | 8 | -2 | 18 | 4 | false | Tax-aware sells next window |
P4564 | Cautious | Taxable | USD | 2025-10-20 | 214,260 | 22,378 | 191,882 | 1 | 49.6 | 35.2 | 0 | 15.3 | AMZN:16.3%;HYG:19.4%;VOO:14.8%;IEF:14.7%;XLF:14.3%;GLD:20.5% | US:56.4;EU:18.2;APAC:14.9;EM:10.4;Other:0.0 | Value:+0.6;Growth:+0.1;Quality:+0.9;Size:+0.2;Momentum:-0.6;LowVol:+0.3 | NoMargin | 10 | 35 | 5.4 | trailing 10% | 138 | 12.7 | Sideways | 18.1 | 4.89 | 2.3 | 131 | -24 | 29 | 50 | true | Rebalance | Rebalance back to target bands | -15 | 13 | BrokerB | LMT | 93 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -57 | -24 | -46 | 4 | true | Tax-aware sells next window |
P4565 | Active | Trust | USD | 2024-12-02 | 1,121,880 | 113,567 | 1,008,313 | 1 | 68.2 | 19.4 | 3.6 | 8.8 | XLF:20.5%;BRK.B:13.6%;MSFT:18.8%;AAPL:8.7%;TLT:20.0%;AMZN:18.5% | US:61.2;EU:15.4;APAC:13.2;EM:10.0;Other:0.2 | Value:-0.1;Growth:+0.4;Quality:-0.8;Size:-0.3;Momentum:+0.7;LowVol:+0.9 | null | 5 | 25 | 4 | trailing 8% | 209 | 18.7 | Bear | 25.3 | 4.43 | 2.5 | 155 | -24 | 46 | 70 | false | Buy | Add to core equity +1% | 14 | -6 | BrokerD | MKT | 93 | null | null | Normal monitoring | -25 | -10 | 47 | 4 | false | Tighten stops on momentum names |
P4566 | Cautious | Trust | USD | 2024-12-08 | 498,200 | 78,540 | 419,660 | 1 | 48.4 | 36.3 | 4.3 | 11 | XLF:24.3%;QQQ:12.9%;VTI:24.3%;VNQ:14.3%;IEF:24.3% | US:65.2;EU:12.0;APAC:12.1;EM:7.4;Other:3.4 | Value:-0.9;Growth:+0.7;Quality:-0.4;Size:-0.6;Momentum:+0.6;LowVol:-0.2 | MaxPos5%;NoMargin | 8 | 30 | 5.3 | trailing 10% | 158 | 12.7 | Bear | 22.7 | 4 | 1.4 | 169 | 35 | 58 | 49 | false | Sell | Trim extended winner -1% | 1 | -32 | BrokerD | LMT | 96 | null | null | Normal monitoring | 31 | -42 | 68 | 3 | false | Within IPS guidelines |
P4567 | Active | Taxable | USD | 2025-01-07 | 1,696,610 | 149,822 | 1,546,788 | 1 | 57.4 | 22.1 | 13.8 | 6.7 | MSFT:33.3%;TLT:33.3%;VTI:33.3% | US:67.0;EU:15.2;APAC:9.5;EM:5.8;Other:2.5 | Value:-0.5;Growth:+0.5;Quality:-0.6;Size:-0.4;Momentum:+0.9;LowVol:+0.1 | null | 6 | 35 | 4.7 | trailing 8% | 222 | 22.1 | Volatile | 20.5 | 4.68 | 2.4 | 170 | -43 | 25 | 55 | false | Sell | Trim extended winner -1% | 25 | 13 | BrokerA | VWAP | 92 | null | null | Normal monitoring | -13 | -9 | 58 | 3 | false | Tax-aware sells next window |
P4568 | Systematic | Roth | USD | 2024-08-01 | 1,291,982 | 84,085 | 1,207,897 | 1 | 60.6 | 30.7 | 0 | 8.8 | HYG:16.2%;AAPL:11.7%;IEF:16.5%;TLT:20.4%;GLD:20.4%;BND:14.9% | US:62.0;EU:15.4;APAC:11.2;EM:10.0;Other:1.4 | Value:+0.9;Growth:+0.7;Quality:+0.6;Size:-0.8;Momentum:-0.2;LowVol:+0.6 | null | 7 | 25 | 4.7 | trailing 8% | 181 | 17.7 | Volatile | 29.8 | 3.89 | 2.8 | 140 | 48 | 63 | 77 | true | Hedge | Buy index puts 1% notional | 1 | -14 | BrokerB | LMT | 89 | VAR>budget | Reduce | Risk above budget threshold | 26 | -28 | 155 | 2 | false | Increase defensive factor exposure |
P4569 | Cautious | IRA | USD | 2025-05-09 | 314,060 | 43,834 | 270,226 | 1 | 37.2 | 38.1 | 7.8 | 16.9 | BND:15.7%;MUB:17.6%;MSFT:20.7%;VTI:18.7%;QQQ:7.3%;XLF:20.0% | US:69.8;EU:6.9;APAC:12.7;EM:6.3;Other:4.3 | Value:+0.9;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:-0.1;LowVol:-0.5 | ESGOnly;NoMargin | 5 | 25 | 3.1 | hard 10% | 165 | 19.1 | Volatile | 28.8 | 3.65 | 3.6 | 166 | 54 | 62 | 49 | false | Rebalance | Shift +1% to bonds from equity | -9 | -33 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 59 | 13 | 85 | 3 | false | Monitor dispersion and breadth |
P4570 | Active | Trust | USD | 2025-03-18 | 2,319,630 | 154,793 | 2,164,837 | 1 | 57.6 | 21 | 14.3 | 7.1 | BND:23.5%;QQQ:25.5%;AAPL:25.5%;HYG:25.5% | US:58.5;EU:17.6;APAC:14.5;EM:6.7;Other:2.7 | Value:-0.2;Growth:-0.3;Quality:-0.5;Size:+0.6;Momentum:+0.4;LowVol:-0.7 | MaxPos6% | 8 | 25 | 5.7 | trailing 8% | 204 | 26.8 | Bull | 11.9 | 4.49 | 2.7 | 86 | 38 | 54 | 38 | false | NoAction | Within bands; monitor | 19 | -19 | BrokerC | LMT | 93 | null | null | Normal monitoring | 27 | -44 | 156 | 5 | false | Tighten stops on momentum names |
P4571 | Opportunistic | Trust | USD | 2025-03-03 | 505,066 | 25,828 | 479,238 | 1 | 62.1 | 18.5 | 12.5 | 6.8 | VOO:33.3%;AMZN:33.3%;MUB:33.3% | US:70.6;EU:18.7;APAC:5.8;EM:3.1;Other:1.8 | Value:-0.8;Growth:+0.2;Quality:+0.9;Size:+0.4;Momentum:-0.5;LowVol:+0.1 | null | 8 | 25 | 6.3 | trailing 7% | 237 | 25.7 | Bear | 24.6 | 3.3 | 1.2 | 178 | -12 | 33 | 66 | false | Rebalance | Shift +1% to bonds from equity | 5 | 2 | BrokerA | MKT | 87 | null | null | Normal monitoring | 50 | -5 | 19 | 5 | false | Within IPS guidelines |
P4572 | Opportunistic | Trust | USD | 2025-07-02 | 1,506,169 | 66,125 | 1,440,044 | 1 | 64.7 | 20.4 | 6.5 | 8.5 | XLF:12.5%;HYG:21.6%;AMZN:15.3%;TSLA:18.1%;BND:21.6%;MSFT:10.9% | US:57.9;EU:18.1;APAC:13.8;EM:5.9;Other:4.4 | Value:+0.5;Growth:-0.6;Quality:-0.9;Size:-0.5;Momentum:+0.7;LowVol:-0.1 | null | 6 | 30 | 7 | trailing 7% | 177 | 21.4 | Volatile | 30.2 | 3.59 | 2.9 | 121 | 21 | 61 | 89 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -22 | BrokerC | VWAP | 94 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -53 | 19 | -81 | 4 | false | Tighten stops on momentum names |
P4573 | Hands-off | Taxable | USD | 2025-06-19 | 169,311 | 14,044 | 155,267 | 1 | 72.5 | 19.1 | 0 | 8.4 | MUB:12.9%;AAPL:23.4%;VOO:17.0%;HYG:13.2%;VNQ:10.2%;XLF:23.4% | US:67.3;EU:13.3;APAC:8.6;EM:9.4;Other:1.3 | Value:-0.4;Growth:-0.8;Quality:+1.0;Size:+0.4;Momentum:0.0;LowVol:+0.9 | MaxPos6% | 10 | 30 | 3.5 | trailing 8% | 167 | 17.8 | Volatile | 24.4 | 3.86 | 3.2 | 134 | 41 | 75 | 70 | false | NoAction | Within bands; monitor | -4 | -37 | BrokerB | LMT | 94 | null | null | Normal monitoring | 111 | -21 | 161 | 5 | false | Monitor dispersion and breadth |
P4574 | Cautious | Roth | USD | 2025-05-23 | 332,874 | 38,506 | 294,368 | 1 | 47.4 | 37.1 | 0 | 15.5 | MUB:25.0%;VOO:20.7%;GLD:27.2%;TSLA:27.2% | US:63.8;EU:13.9;APAC:10.3;EM:8.3;Other:3.7 | Value:+0.2;Growth:-0.5;Quality:+0.7;Size:+0.6;Momentum:+0.2;LowVol:-0.1 | NoMargin | 6 | 35 | 3.9 | trailing 10% | 124 | 17.4 | Bear | 33.6 | 3.6 | 1.3 | 211 | 8 | 43 | 79 | true | Rebalance | Rebalance back to target bands | 9 | -6 | BrokerB | LMT | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -28 | -39 | 0 | 3 | false | Tax-aware sells next window |
P4575 | Systematic | Taxable | USD | 2024-12-11 | 1,101,953 | 99,384 | 1,002,569 | 1 | 59.6 | 24.6 | 10.4 | 5.4 | MSFT:12.2%;BRK.B:21.2%;VNQ:18.6%;GLD:12.1%;BND:14.6%;AMZN:21.2% | US:56.5;EU:18.9;APAC:13.3;EM:10.9;Other:0.3 | Value:-0.0;Growth:-0.1;Quality:-0.4;Size:+0.4;Momentum:+0.4;LowVol:+0.4 | null | 6 | 35 | 5.3 | trailing 9% | 199 | 25.6 | Bear | 30.7 | 4.16 | 1.5 | 192 | -114 | 5 | 74 | true | Hedge | Buy index puts 1% notional | 21 | -20 | BrokerB | LMT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 115 | -34 | 204 | 3 | false | Monitor dispersion and breadth |
P4576 | Hands-off | IRA | USD | 2025-07-05 | 536,485 | 50,913 | 485,572 | 1 | 58.8 | 29.7 | 3 | 8.5 | AMZN:17.2%;VTI:21.6%;VOO:20.6%;BND:18.9%;TLT:21.6% | US:70.5;EU:7.3;APAC:14.6;EM:6.3;Other:1.2 | Value:+0.6;Growth:+0.2;Quality:-0.7;Size:-0.1;Momentum:-1.0;LowVol:+0.1 | null | 7 | 30 | 3.1 | trailing 8% | 102 | 13 | Bear | 23.8 | 3.94 | 2.8 | 211 | -107 | 5 | 56 | false | Sell | Trim extended winner -1% | 8 | -24 | BrokerC | MKT | 96 | null | null | Normal monitoring | 92 | -13 | 87 | 4 | false | Within IPS guidelines |
P4577 | Hands-off | Trust | USD | 2024-08-26 | 765,125 | 58,734 | 706,391 | 1 | 69.7 | 15.7 | 6.5 | 8.2 | BND:29.4%;QQQ:29.4%;HYG:19.8%;AAPL:21.4% | US:68.6;EU:15.3;APAC:6.6;EM:7.3;Other:2.2 | Value:+0.5;Growth:+0.9;Quality:+0.2;Size:+0.7;Momentum:+0.7;LowVol:+0.9 | MaxPos5% | 10 | 35 | 5 | hard 10% | 130 | 12.1 | Bull | 14.8 | 4.4 | 2.4 | 108 | 38 | 77 | 59 | false | NoAction | Within bands; monitor | 21 | -34 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 14 | -23 | 153 | 5 | false | Within IPS guidelines |
P4578 | Hands-off | IRA | USD | 2025-08-08 | 579,946 | 26,676 | 553,270 | 1 | 55.9 | 17.4 | 21.3 | 5.4 | IEF:25.0%;MUB:25.0%;VNQ:25.0%;AMZN:25.0% | US:74.5;EU:11.6;APAC:6.7;EM:6.1;Other:1.0 | Value:+0.2;Growth:+0.6;Quality:-0.0;Size:-0.6;Momentum:-0.9;LowVol:-0.9 | MaxPos6% | 6 | 30 | 5 | trailing 8% | 138 | 14.9 | Volatile | 29.9 | 4.81 | 3.7 | 131 | 16 | 53 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | -36 | BrokerB | VWAP | 99 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 5 | 5 | 37 | 5 | false | Tax-aware sells next window |
P4579 | Hands-off | IRA | USD | 2024-10-21 | 461,765 | 39,508 | 422,257 | 1 | 67.5 | 19.4 | 7 | 6.2 | VTI:13.8%;IEF:20.9%;XLF:13.7%;QQQ:20.9%;VNQ:20.9%;AAPL:9.7% | US:69.5;EU:16.4;APAC:10.4;EM:3.6;Other:0.1 | Value:-0.1;Growth:-0.1;Quality:+1.0;Size:+0.6;Momentum:+0.6;LowVol:-0.6 | ESGOnly;MaxPos6% | 7 | 25 | 5.9 | trailing 10% | 160 | 16.9 | Bull | 14.2 | 3.79 | 2.6 | 88 | 105 | 100 | 58 | false | Rebalance | Shift +1% to bonds from equity | 7 | 3 | BrokerB | LMT | 92 | null | null | Normal monitoring | 28 | -50 | 161 | 3 | false | Monitor dispersion and breadth |
P4580 | Cautious | IRA | USD | 2025-01-08 | 705,268 | 86,703 | 618,565 | 1 | 47.8 | 32.8 | 9 | 10.3 | AMZN:33.3%;MSFT:33.3%;VTI:33.3% | US:67.8;EU:9.0;APAC:8.9;EM:10.2;Other:4.1 | Value:-0.6;Growth:+0.4;Quality:+0.2;Size:-0.7;Momentum:+0.6;LowVol:-0.9 | NoMargin | 8 | 30 | 4.7 | trailing 10% | 118 | 14 | Volatile | 20.9 | 3.85 | 3.6 | 121 | 65 | 68 | 55 | true | Rebalance | Rebalance back to target bands | 4 | 7 | BrokerA | MKT | 93 | VAR>budget | Hedge | Risk above budget threshold | 58 | -49 | 134 | 4 | false | Increase defensive factor exposure |
P4581 | Active | IRA | USD | 2025-08-26 | 1,489,925 | 175,623 | 1,314,302 | 1 | 54.3 | 23.8 | 15.9 | 6 | HYG:13.8%;XLF:22.9%;AMZN:22.9%;TSLA:22.9%;MSFT:17.4% | US:60.8;EU:13.1;APAC:11.1;EM:11.1;Other:3.9 | Value:-0.3;Growth:+0.5;Quality:-0.5;Size:+0.2;Momentum:+0.2;LowVol:+0.8 | null | 6 | 25 | 4.7 | trailing 8% | 212 | 18.6 | Bull | 11.8 | 3.65 | 2.9 | 98 | 6 | 45 | 30 | false | Rebalance | Shift +1% to bonds from equity | 25 | -26 | BrokerC | LMT | 85 | null | null | Normal monitoring | 114 | 14 | 115 | 3 | false | Increase defensive factor exposure |
P4582 | Active | Roth | USD | 2025-03-03 | 777,147 | 79,439 | 697,708 | 1 | 57.1 | 18.6 | 15.8 | 8.5 | QQQ:33.3%;VOO:33.3%;TSLA:33.3% | US:64.0;EU:13.5;APAC:10.3;EM:8.8;Other:3.4 | Value:-0.2;Growth:+0.4;Quality:-0.5;Size:+0.4;Momentum:-0.8;LowVol:-0.8 | MaxPos7% | 10 | 25 | 5.7 | trailing 9% | 149 | 19.1 | Sideways | 20.7 | 4.91 | 3.3 | 132 | 11 | 44 | 49 | true | Rebalance | Rebalance back to target bands | 26 | -20 | BrokerB | MKT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 59 | -20 | 86 | 4 | false | Tighten stops on momentum names |
P4583 | Active | 401k | USD | 2025-06-04 | 1,531,423 | 157,889 | 1,373,534 | 1.13 | 65.5 | 28.1 | 0 | 6.4 | AAPL:34.6%;TLT:30.7%;XLF:34.6% | US:69.7;EU:7.8;APAC:10.0;EM:8.3;Other:4.2 | Value:-0.6;Growth:-0.6;Quality:+0.9;Size:-0.5;Momentum:-0.0;LowVol:+0.6 | MaxPos6%;NoDerivatives | 8 | 35 | 5 | trailing 9% | 168 | 24.5 | Bull | 12.6 | 4.6 | 2.4 | 117 | 28 | 51 | 48 | false | Rebalance | Shift +1% to bonds from equity | 35 | -14 | BrokerD | MKT | 98 | null | null | Normal monitoring | 38 | -5 | 1 | 5 | false | Tax-aware sells next window |
P4584 | Opportunistic | Roth | USD | 2025-11-20 | 820,073 | 49,608 | 770,465 | 1 | 73.7 | 12.1 | 10 | 4.1 | TLT:15.2%;BND:20.1%;VTI:20.3%;HYG:16.4%;IEF:7.8%;TSLA:20.3% | US:70.0;EU:8.7;APAC:13.1;EM:7.5;Other:0.7 | Value:-0.2;Growth:-0.3;Quality:-0.4;Size:+0.7;Momentum:-0.1;LowVol:+0.8 | MaxPos8% | 7 | 35 | 5.1 | trailing 7% | 183 | 25.4 | Sideways | 15.6 | 4.99 | 3.1 | 92 | -2 | 58 | 61 | false | Buy | Add to core equity +1% | 22 | -39 | BrokerC | LMT | 96 | null | null | Normal monitoring | -22 | -54 | 107 | 4 | false | Increase defensive factor exposure |
P4585 | Cautious | Roth | USD | 2025-09-05 | 584,357 | 72,407 | 511,950 | 1 | 36.6 | 39.9 | 9.5 | 14 | BND:23.1%;MUB:18.5%;BRK.B:18.8%;HYG:16.6%;VTI:23.1% | US:64.3;EU:6.4;APAC:13.4;EM:11.6;Other:4.3 | Value:-0.2;Growth:+0.5;Quality:+0.3;Size:+0.4;Momentum:+0.8;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 4.9 | trailing 8% | 165 | 13 | Bear | 34.8 | 3.74 | 2.4 | 142 | 3 | 42 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | 9 | BrokerB | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | 110 | -59 | 220 | 2 | false | Tighten stops on momentum names |
P4586 | Active | Taxable | USD | 2025-09-07 | 1,881,352 | 205,886 | 1,675,466 | 1 | 62.8 | 19 | 11.3 | 6.9 | BRK.B:23.8%;VNQ:25.4%;GLD:25.4%;MUB:25.4% | US:65.8;EU:16.2;APAC:12.1;EM:3.6;Other:2.3 | Value:-0.1;Growth:+0.2;Quality:+0.8;Size:+0.7;Momentum:+0.4;LowVol:+1.0 | null | 10 | 35 | 5.1 | hard 12% | 204 | 22.9 | Volatile | 31 | 3.58 | 3.7 | 159 | 33 | 72 | 87 | true | Hedge | Buy index puts 1% notional | -3 | -22 | BrokerC | LMT | 93 | VAR>budget | Pause | Risk above budget threshold | -14 | -57 | 106 | 3 | false | Tax-aware sells next window |
P4587 | Systematic | Roth | USD | 2024-11-01 | 935,730 | 40,556 | 895,174 | 1 | 61 | 31.4 | 0 | 7.6 | GLD:36.7%;TLT:26.6%;AAPL:36.7% | US:61.0;EU:15.8;APAC:10.6;EM:10.9;Other:1.7 | Value:+0.5;Growth:-0.4;Quality:-0.2;Size:-0.1;Momentum:+0.1;LowVol:-0.5 | null | 10 | 30 | 4.8 | trailing 9% | 173 | 18.6 | Volatile | 22.4 | 3.75 | 3.6 | 140 | 38 | 60 | 70 | false | Rebalance | Shift +1% to bonds from equity | 9 | 8 | BrokerC | LMT | 92 | null | null | Normal monitoring | 2 | -47 | 64 | 5 | false | Tax-aware sells next window |
P4588 | Cautious | Roth | USD | 2024-07-04 | 760,563 | 71,209 | 689,354 | 1 | 42.7 | 40.6 | 0 | 16.7 | GLD:22.2%;VTI:17.3%;MUB:18.5%;BRK.B:19.9%;TSLA:22.2% | US:76.2;EU:5.9;APAC:5.8;EM:10.4;Other:1.6 | Value:+0.8;Growth:-0.8;Quality:+0.5;Size:+0.3;Momentum:+0.8;LowVol:+0.1 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 35 | 4.4 | trailing 8% | 111 | 14.6 | Bull | 16.1 | 4.09 | 2.9 | 119 | 23 | 70 | 27 | false | Buy | Add to core equity +1% | 14 | 10 | BrokerD | MKT | 100 | null | null | Normal monitoring | 83 | 5 | 213 | 4 | false | Within IPS guidelines |
P4589 | Opportunistic | Taxable | USD | 2024-11-11 | 783,558 | 45,574 | 737,984 | 1.17 | 70 | 21.8 | 0.1 | 8 | VNQ:29.4%;AMZN:23.7%;BND:17.6%;VOO:29.4% | US:56.4;EU:14.4;APAC:15.1;EM:9.5;Other:4.5 | Value:+0.2;Growth:0.0;Quality:-0.6;Size:+0.3;Momentum:-0.6;LowVol:+0.6 | null | 5 | 25 | 5.6 | trailing 9% | 246 | 33.7 | Sideways | 21.5 | 3.59 | 3.2 | 139 | 11 | 70 | 66 | false | Rebalance | Shift +1% to bonds from equity | 2 | -5 | BrokerD | LMT | 95 | null | null | Normal monitoring | 16 | -21 | -2 | 4 | false | Tighten stops on momentum names |
P4590 | Cautious | 401k | USD | 2025-10-04 | 635,479 | 82,463 | 553,016 | 1 | 42.4 | 35.5 | 7.7 | 14.5 | VOO:25.0%;VTI:25.0%;TSLA:25.0%;MUB:25.0% | US:64.5;EU:12.7;APAC:12.9;EM:4.8;Other:5.1 | Value:+0.8;Growth:-0.1;Quality:+0.3;Size:-0.7;Momentum:+0.8;LowVol:-1.0 | MaxPos7%;NoDerivatives;NoMargin | 8 | 25 | 4.1 | trailing 8% | 144 | 17.3 | Volatile | 31.1 | 4.67 | 4.2 | 140 | 61 | 76 | 77 | true | Hedge | Buy index puts 1% notional | -3 | -31 | BrokerD | MKT | 88 | VAR>budget | Reduce | Risk above budget threshold | -9 | 4 | -6 | 4 | false | Tighten stops on momentum names |
P4591 | Cautious | IRA | USD | 2025-05-14 | 440,865 | 43,358 | 397,507 | 1 | 54.4 | 33.2 | 0 | 12.5 | XLF:22.3%;GLD:22.3%;TLT:10.6%;QQQ:22.3%;VOO:22.3% | US:59.4;EU:15.7;APAC:8.1;EM:12.0;Other:4.8 | Value:-0.6;Growth:-0.9;Quality:+0.1;Size:+0.7;Momentum:-0.2;LowVol:-0.9 | ESGOnly;NoMargin | 6 | 35 | 3.1 | hard 10% | 140 | 12.5 | Volatile | 29.2 | 3.72 | 3.3 | 135 | 44 | 85 | 72 | true | Rebalance | Rebalance back to target bands | 30 | -7 | BrokerD | LMT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 14 | -5 | 74 | 2 | false | Tax-aware sells next window |
P4592 | Opportunistic | Roth | USD | 2025-08-07 | 1,143,284 | 74,370 | 1,068,914 | 1 | 61.2 | 11.5 | 22.6 | 4.7 | VOO:21.5%;BND:29.6%;BRK.B:19.2%;MSFT:29.6% | US:63.7;EU:6.9;APAC:14.8;EM:10.0;Other:4.6 | Value:-0.9;Growth:-0.7;Quality:-0.4;Size:-0.9;Momentum:+0.7;LowVol:-0.4 | MaxPos6% | 10 | 30 | 4.3 | trailing 7% | 162 | 27.5 | Bull | 11.9 | 4.18 | 3.3 | 91 | 72 | 71 | 32 | false | Buy | Add to core equity +1% | 5 | -20 | BrokerC | MKT | 90 | null | null | Normal monitoring | 4 | 3 | -13 | 5 | false | Monitor dispersion and breadth |
P4593 | Opportunistic | 401k | USD | 2025-09-15 | 1,022,860 | 78,114 | 944,746 | 1 | 74.3 | 11.7 | 5.4 | 8.5 | GLD:16.4%;BND:22.3%;TSLA:22.3%;XLF:21.5%;VNQ:17.5% | US:55.2;EU:14.4;APAC:13.6;EM:12.4;Other:4.4 | Value:-0.6;Growth:-0.9;Quality:+0.2;Size:-0.9;Momentum:-0.6;LowVol:-0.7 | MaxPos5% | 7 | 35 | 4.1 | trailing 7% | 196 | 22.7 | Sideways | 20.2 | 3.61 | 3 | 98 | 25 | 49 | 72 | false | Buy | Add to core equity +1% | 2 | -17 | BrokerB | MKT | 89 | null | null | Normal monitoring | 59 | -39 | 143 | 5 | false | Within IPS guidelines |
P4594 | Active | Roth | USD | 2025-09-07 | 695,642 | 45,219 | 650,423 | 1.14 | 61.8 | 19.1 | 9.7 | 9.4 | QQQ:20.1%;IEF:15.5%;MUB:19.1%;VTI:10.6%;MSFT:19.9%;HYG:14.8% | US:73.1;EU:13.4;APAC:6.9;EM:4.1;Other:2.5 | Value:-0.4;Growth:-0.6;Quality:-0.1;Size:-0.1;Momentum:-0.8;LowVol:-0.8 | MaxPos7%;NoDerivatives | 8 | 30 | 5.1 | hard 12% | 151 | 22.1 | Bear | 34 | 3.43 | 1.6 | 207 | -52 | 23 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | -40 | BrokerD | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 73 | -40 | 155 | 5 | false | Within IPS guidelines |
P4595 | Cautious | Roth | USD | 2024-10-19 | 847,687 | 91,045 | 756,642 | 1 | 41.9 | 41.2 | 6.3 | 10.7 | QQQ:24.0%;XLF:25.3%;HYG:25.3%;TLT:25.3% | US:69.5;EU:9.3;APAC:9.1;EM:10.8;Other:1.4 | Value:+0.7;Growth:+0.8;Quality:+0.8;Size:-0.8;Momentum:-0.5;LowVol:+0.2 | ESGOnly;MaxPos8%;NoMargin | 6 | 30 | 3.6 | trailing 8% | 119 | 13 | Bull | 11.6 | 4.83 | 2.2 | 82 | 50 | 89 | 23 | false | Rebalance | Shift +1% to bonds from equity | 0 | -16 | BrokerD | MKT | 92 | null | null | Normal monitoring | -2 | -25 | -10 | 5 | false | Within IPS guidelines |
P4596 | Active | Roth | USD | 2024-08-28 | 1,770,164 | 148,651 | 1,621,513 | 1.22 | 58.7 | 18.2 | 16.6 | 6.5 | QQQ:16.9%;BND:24.2%;XLF:24.2%;AMZN:10.4%;VOO:24.2% | US:61.3;EU:12.9;APAC:12.9;EM:9.5;Other:3.5 | Value:+0.5;Growth:-0.9;Quality:-0.3;Size:-0.6;Momentum:-0.8;LowVol:-0.3 | null | 6 | 35 | 4.6 | hard 12% | 141 | 16.9 | Bull | 13.9 | 4.84 | 3.2 | 107 | 76 | 98 | 50 | false | Buy | Add to core equity +1% | 27 | -4 | BrokerB | LMT | 100 | null | null | Normal monitoring | 98 | -14 | 101 | 4 | false | Within IPS guidelines |
P4597 | Hands-off | IRA | USD | 2024-10-05 | 557,899 | 44,022 | 513,877 | 1 | 67.5 | 16.9 | 8.7 | 6.8 | AMZN:12.8%;IEF:22.6%;QQQ:22.6%;MSFT:19.4%;VNQ:22.6% | US:71.6;EU:8.9;APAC:11.4;EM:6.1;Other:2.0 | Value:-0.4;Growth:-0.3;Quality:+0.9;Size:-0.5;Momentum:-0.5;LowVol:-0.0 | ESGOnly | 6 | 35 | 5.3 | trailing 8% | 109 | 15 | Bear | 30.2 | 4.42 | 1.1 | 189 | -107 | 5 | 77 | true | Hedge | Buy index puts 1% notional | -12 | -31 | BrokerD | MKT | 98 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 115 | -28 | 191 | 3 | false | Monitor dispersion and breadth |
P4598 | Hands-off | IRA | USD | 2025-12-10 | 782,524 | 38,573 | 743,951 | 1 | 71.2 | 21.8 | 0 | 7 | VTI:19.1%;TLT:27.0%;AAPL:27.0%;MSFT:26.9% | US:68.8;EU:15.2;APAC:9.6;EM:4.2;Other:2.1 | Value:+0.3;Growth:-0.7;Quality:-0.3;Size:+0.7;Momentum:+0.3;LowVol:-0.3 | ESGOnly | 5 | 30 | 5 | hard 10% | 115 | 13 | Sideways | 15.9 | 4.05 | 2.8 | 108 | 2 | 56 | 56 | false | Buy | Add to core equity +1% | 31 | -14 | BrokerC | MKT | 95 | null | null | Normal monitoring | 92 | -8 | 232 | 3 | false | Within IPS guidelines |
P4599 | Active | Roth | USD | 2025-01-28 | 2,229,597 | 168,801 | 2,060,796 | 1 | 59 | 21.7 | 11.8 | 7.5 | BRK.B:16.6%;AMZN:11.0%;QQQ:20.5%;VNQ:17.9%;HYG:13.5%;VOO:20.5% | US:72.2;EU:9.5;APAC:10.4;EM:4.0;Other:3.9 | Value:+0.7;Growth:-0.5;Quality:+0.3;Size:-0.8;Momentum:-0.2;LowVol:+0.9 | MaxPos7%;NoDerivatives | 8 | 25 | 4.8 | trailing 8% | 135 | 21.1 | Bull | 16.8 | 4.1 | 2.8 | 119 | 8 | 66 | 39 | false | Buy | Add to core equity +1% | -7 | -22 | BrokerC | LMT | 98 | null | null | Normal monitoring | 40 | 14 | 27 | 3 | false | Within IPS guidelines |
P4600 | Opportunistic | Trust | USD | 2025-09-10 | 1,336,129 | 70,928 | 1,265,201 | 1.23 | 75 | 21 | 0 | 4 | TSLA:33.3%;VOO:33.3%;IEF:33.3% | US:69.4;EU:8.7;APAC:14.0;EM:4.7;Other:3.3 | Value:-0.7;Growth:+0.9;Quality:+0.7;Size:+0.2;Momentum:+0.6;LowVol:+0.5 | MaxPos5% | 10 | 35 | 6.6 | trailing 9% | 263 | 33.7 | Bull | 12.8 | 3.8 | 2.4 | 96 | 79 | 74 | 40 | false | Sell | Trim extended winner -1% | -4 | -31 | BrokerC | MKT | 93 | null | null | Normal monitoring | -19 | 12 | 13 | 3 | false | Tax-aware sells next window |
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