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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4601 | Active | Trust | USD | 2025-03-03 | 1,617,267 | 107,243 | 1,510,024 | 1.05 | 68.4 | 21.4 | 3.1 | 7.1 | XLF:33.3%;VOO:33.3%;IEF:33.3% | US:71.3;EU:6.9;APAC:13.9;EM:5.3;Other:2.6 | Value:+0.9;Growth:+0.5;Quality:+0.4;Size:-0.2;Momentum:+0.3;LowVol:-0.5 | null | 5 | 35 | 4.6 | trailing 9% | 171 | 26.2 | Bear | 27.3 | 3.62 | 1.1 | 161 | -52 | 34 | 78 | true | Hedge | Buy index puts 1% notional | 3 | 3 | BrokerB | VWAP | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 35 | -59 | 100 | 3 | false | Tax-aware sells next window |
P4602 | Active | 401k | USD | 2025-10-07 | 509,702 | 43,239 | 466,463 | 1.09 | 64.3 | 27.3 | 0 | 8.4 | TSLA:23.5%;IEF:20.7%;GLD:23.2%;MUB:23.5%;HYG:9.2% | US:65.2;EU:10.0;APAC:14.4;EM:8.7;Other:1.6 | Value:+0.3;Growth:-1.0;Quality:+0.6;Size:-0.2;Momentum:-1.0;LowVol:-0.6 | MaxPos6% | 10 | 30 | 5.1 | trailing 8% | 189 | 20.1 | Sideways | 21.3 | 4.98 | 3.4 | 128 | 26 | 68 | 51 | false | Buy | Add to core equity +1% | -14 | -34 | BrokerB | LMT | 90 | null | null | Normal monitoring | 13 | -46 | 149 | 5 | false | Increase defensive factor exposure |
P4603 | Cautious | Trust | USD | 2025-02-05 | 448,005 | 65,708 | 382,297 | 1 | 41.8 | 36.6 | 6.5 | 15 | QQQ:20.2%;AMZN:12.6%;VTI:19.1%;AAPL:15.3%;VNQ:19.6%;HYG:13.2% | US:67.8;EU:17.0;APAC:8.7;EM:4.1;Other:2.5 | Value:+0.7;Growth:-1.0;Quality:-0.3;Size:-0.4;Momentum:+0.8;LowVol:+0.8 | ESGOnly;NoMargin | 8 | 30 | 5.7 | trailing 8% | 105 | 19 | Sideways | 19.2 | 3.56 | 3.1 | 137 | 15 | 69 | 43 | false | NoAction | Within bands; monitor | 25 | -13 | BrokerD | VWAP | 89 | null | null | Normal monitoring | -21 | -3 | 77 | 3 | false | Tax-aware sells next window |
P4604 | Hands-off | IRA | USD | 2025-10-29 | 176,573 | 10,229 | 166,344 | 1 | 69.3 | 21.7 | 0 | 9 | XLF:18.8%;HYG:18.6%;IEF:20.2%;QQQ:5.5%;VTI:20.2%;BRK.B:16.5% | US:73.0;EU:16.4;APAC:5.5;EM:3.5;Other:1.7 | Value:+0.7;Growth:-0.7;Quality:-0.5;Size:-0.5;Momentum:-0.7;LowVol:-0.9 | ESGOnly;MaxPos6% | 7 | 25 | 3.2 | trailing 8% | 108 | 16.6 | Bull | 13.9 | 3.77 | 2.2 | 74 | 29 | 76 | 45 | false | Buy | Add to core equity +1% | 35 | -40 | BrokerD | LMT | 97 | null | null | Normal monitoring | 101 | -15 | 203 | 3 | false | Tighten stops on momentum names |
P4605 | Active | 401k | USD | 2025-02-13 | 1,253,533 | 141,407 | 1,112,126 | 1 | 59.2 | 23.7 | 10.2 | 6.8 | TLT:19.2%;AMZN:23.3%;MUB:23.3%;BRK.B:23.3%;GLD:11.0% | US:69.2;EU:10.1;APAC:10.3;EM:8.1;Other:2.3 | Value:+0.6;Growth:+0.9;Quality:+0.1;Size:+0.7;Momentum:+0.9;LowVol:-0.3 | null | 6 | 25 | 5.3 | trailing 9% | 127 | 16.5 | Sideways | 17.7 | 4.92 | 2.7 | 118 | 25 | 55 | 46 | false | Rebalance | Shift +1% to bonds from equity | 10 | 10 | BrokerC | VWAP | 99 | null | null | Normal monitoring | 84 | -51 | 176 | 3 | false | Tighten stops on momentum names |
P4606 | Opportunistic | IRA | USD | 2025-09-04 | 1,152,228 | 56,224 | 1,096,004 | 1 | 70 | 17.7 | 5 | 7.3 | QQQ:28.4%;VNQ:14.8%;HYG:28.4%;XLF:28.4% | US:76.9;EU:7.7;APAC:8.2;EM:3.9;Other:3.2 | Value:0.0;Growth:+0.9;Quality:+0.1;Size:0.0;Momentum:+0.5;LowVol:-0.4 | MaxPos7% | 6 | 25 | 5.9 | trailing 9% | 213 | 23.8 | Sideways | 19.4 | 3.78 | 3.2 | 91 | 16 | 48 | 69 | true | Reduce | Cut high-beta by 2-3%, add cash | 11 | -27 | BrokerD | LMT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -42 | 8 | 55 | 3 | true | Increase defensive factor exposure |
P4607 | Systematic | Roth | USD | 2024-07-26 | 663,425 | 33,686 | 629,739 | 1 | 69.1 | 22.9 | 0 | 8 | BRK.B:31.4%;GLD:34.3%;XLF:34.3% | US:71.5;EU:11.1;APAC:10.8;EM:5.8;Other:0.7 | Value:-0.5;Growth:+0.7;Quality:+0.2;Size:-0.6;Momentum:-0.2;LowVol:-0.1 | null | 6 | 25 | 4.2 | trailing 8% | 150 | 26.4 | Bull | 12.4 | 3.74 | 2.4 | 109 | 25 | 57 | 36 | false | Rebalance | Shift +1% to bonds from equity | 23 | 9 | BrokerA | LMT | 86 | null | null | Normal monitoring | -43 | -57 | 30 | 4 | false | Monitor dispersion and breadth |
P4608 | Cautious | Taxable | USD | 2025-01-19 | 663,874 | 62,692 | 601,182 | 1 | 48.5 | 38.5 | 0 | 12.9 | AMZN:22.9%;MSFT:22.9%;GLD:22.9%;VTI:8.6%;TSLA:22.9% | US:70.9;EU:11.7;APAC:6.7;EM:10.7;Other:0.0 | Value:-0.9;Growth:+0.6;Quality:-0.8;Size:-0.3;Momentum:+0.2;LowVol:-0.4 | ESGOnly;MaxPos5%;NoMargin | 6 | 30 | 4.3 | trailing 8% | 125 | 14.7 | Volatile | 23.3 | 5.46 | 2.5 | 114 | 46 | 73 | 51 | false | Rebalance | Shift +1% to bonds from equity | 7 | -3 | BrokerD | MKT | 96 | null | null | Normal monitoring | 115 | -51 | 245 | 3 | false | Monitor dispersion and breadth |
P4609 | Active | IRA | USD | 2025-02-06 | 2,147,717 | 257,560 | 1,890,157 | 1 | 59.1 | 27.9 | 5.1 | 7.9 | AMZN:23.3%;IEF:23.3%;TSLA:23.3%;MSFT:11.3%;XLF:18.7% | US:66.0;EU:16.7;APAC:4.7;EM:8.1;Other:4.5 | Value:-0.7;Growth:+1.0;Quality:-0.7;Size:+0.8;Momentum:-0.1;LowVol:-0.0 | NoDerivatives | 5 | 35 | 4.3 | hard 12% | 123 | 27.2 | Volatile | 27.3 | 5.36 | 3.9 | 176 | 12 | 62 | 64 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | 7 | BrokerD | MKT | 95 | VAR>budget | Hedge | Risk above budget threshold | 115 | -7 | 135 | 5 | false | Within IPS guidelines |
P4610 | Hands-off | Trust | USD | 2025-03-04 | 520,391 | 29,761 | 490,630 | 1 | 62.4 | 25.8 | 3.9 | 7.9 | HYG:20.7%;BND:12.8%;GLD:14.6%;VTI:20.7%;MUB:17.5%;XLF:13.7% | US:59.1;EU:13.8;APAC:9.9;EM:12.3;Other:4.9 | Value:+0.7;Growth:-0.1;Quality:0.0;Size:+0.6;Momentum:+0.6;LowVol:-0.7 | ESGOnly;MaxPos5% | 6 | 25 | 4.4 | trailing 10% | 122 | 14.1 | Sideways | 14.5 | 3.62 | 3.4 | 93 | -13 | 36 | 44 | false | NoAction | Within bands; monitor | 1 | -17 | BrokerD | MKT | 0 | null | null | Normal monitoring | 112 | 13 | 148 | 4 | false | Tax-aware sells next window |
P4611 | Active | Trust | USD | 2025-07-03 | 1,150,681 | 134,502 | 1,016,179 | 1 | 53.9 | 18.3 | 21.6 | 6.2 | VOO:13.6%;TSLA:21.9%;MUB:21.9%;TLT:21.9%;VTI:20.7% | US:62.2;EU:16.2;APAC:9.5;EM:8.1;Other:4.0 | Value:+0.5;Growth:-0.9;Quality:0.0;Size:-0.5;Momentum:+0.5;LowVol:+0.4 | MaxPos5% | 5 | 25 | 4.2 | trailing 9% | 210 | 22.2 | Sideways | 21.6 | 4.61 | 2.5 | 100 | 11 | 70 | 65 | false | Buy | Add to core equity +1% | 21 | -15 | BrokerB | MKT | 92 | null | null | Normal monitoring | 112 | 20 | 188 | 4 | false | Monitor dispersion and breadth |
P4612 | Cautious | Taxable | USD | 2024-09-06 | 296,797 | 34,642 | 262,155 | 1 | 44.7 | 33 | 11.4 | 11 | QQQ:23.8%;AAPL:23.8%;GLD:23.8%;VTI:17.9%;BRK.B:10.7% | US:68.0;EU:8.4;APAC:10.6;EM:9.6;Other:3.4 | Value:+0.9;Growth:-0.6;Quality:+0.5;Size:+0.4;Momentum:+1.0;LowVol:-0.3 | ESGOnly;MaxPos5%;NoMargin | 6 | 25 | 3 | hard 10% | 107 | 14.1 | Sideways | 14.3 | 3.57 | 2.7 | 132 | 24 | 59 | 35 | true | Rebalance | Rebalance back to target bands | 23 | -24 | BrokerD | MKT | 86 | VAR>budget | Reduce | Risk above budget threshold | -29 | -32 | 42 | 2 | false | Tax-aware sells next window |
P4613 | Systematic | Trust | USD | 2025-09-04 | 1,252,787 | 50,214 | 1,202,573 | 1 | 62.6 | 28.8 | 0.7 | 7.9 | VTI:26.1%;MUB:26.1%;XLF:21.8%;BRK.B:26.1% | US:63.7;EU:7.1;APAC:13.9;EM:13.6;Other:1.7 | Value:-0.5;Growth:-0.2;Quality:-0.9;Size:-0.9;Momentum:+0.4;LowVol:-0.8 | NoDerivatives | 7 | 35 | 5.3 | trailing 8% | 120 | 20.7 | Sideways | 18.9 | 4.84 | 2.6 | 103 | -17 | 36 | 47 | false | Hedge | Add TLT +1% as duration hedge | 9 | -33 | BrokerC | LMT | 93 | null | null | Normal monitoring | -56 | 18 | 7 | 4 | false | Within IPS guidelines |
P4614 | Opportunistic | Trust | USD | 2025-06-23 | 506,683 | 29,633 | 477,050 | 1 | 62.3 | 14.5 | 18.3 | 4.9 | VOO:25.0%;XLF:25.0%;VTI:25.0%;BRK.B:25.0% | US:70.4;EU:11.5;APAC:12.1;EM:3.7;Other:2.4 | Value:+0.1;Growth:-0.4;Quality:-0.9;Size:-0.3;Momentum:-0.6;LowVol:-0.5 | null | 5 | 35 | 5.4 | trailing 9% | 272 | 34.4 | Bear | 34.3 | 4.33 | 1.6 | 166 | -64 | 29 | 88 | true | Hedge | Buy index puts 1% notional | -15 | -2 | BrokerB | MKT | 90 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 42 | -25 | 104 | 2 | false | Within IPS guidelines |
P4615 | Hands-off | Taxable | USD | 2024-07-19 | 830,378 | 38,531 | 791,847 | 1 | 56.2 | 20.4 | 16.5 | 6.8 | VNQ:22.5%;TSLA:22.5%;VTI:7.7%;BRK.B:18.4%;QQQ:19.7%;GLD:9.2% | US:65.1;EU:13.7;APAC:6.7;EM:10.1;Other:4.4 | Value:-0.3;Growth:+0.1;Quality:+0.4;Size:-0.3;Momentum:+0.7;LowVol:+0.6 | MaxPos7%;NoDerivatives | 7 | 30 | 4.5 | trailing 10% | 98 | 18.9 | Volatile | 20.4 | 4.8 | 4.2 | 134 | -48 | 27 | 58 | true | Hedge | Buy index puts 1% notional | 33 | -3 | BrokerD | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 70 | -45 | 171 | 2 | false | Increase defensive factor exposure |
P4616 | Cautious | IRA | USD | 2024-12-11 | 855,166 | 75,938 | 779,228 | 1 | 39.3 | 37.7 | 5.4 | 17.6 | HYG:17.9%;AMZN:20.3%;MUB:15.2%;BND:19.0%;GLD:20.3%;QQQ:7.2% | US:69.3;EU:12.9;APAC:8.1;EM:7.3;Other:2.4 | Value:-0.3;Growth:+1.0;Quality:-0.4;Size:-0.3;Momentum:-0.1;LowVol:-0.8 | NoMargin | 6 | 30 | 5.8 | hard 10% | 102 | 13.1 | Sideways | 18 | 3.93 | 2.4 | 125 | -29 | 36 | 40 | false | Hedge | Add TLT +1% as duration hedge | -13 | -5 | BrokerC | LMT | 89 | null | null | Normal monitoring | 27 | 7 | 162 | 5 | false | Monitor dispersion and breadth |
P4617 | Cautious | Roth | USD | 2024-12-18 | 439,418 | 58,064 | 381,354 | 1 | 36.6 | 34.8 | 14.4 | 14.2 | AMZN:25.6%;VTI:23.1%;VOO:25.6%;VNQ:25.6% | US:76.1;EU:6.1;APAC:8.5;EM:3.9;Other:5.3 | Value:-0.4;Growth:+0.8;Quality:+0.9;Size:+0.8;Momentum:+0.9;LowVol:+0.5 | ESGOnly;NoMargin | 7 | 25 | 5.1 | trailing 10% | 162 | 14.5 | Volatile | 29.6 | 4.72 | 2.2 | 147 | -22 | 29 | 68 | false | Hedge | Add TLT +1% as duration hedge | 20 | -38 | BrokerC | MKT | 95 | null | null | Normal monitoring | 43 | -12 | 65 | 3 | false | Tighten stops on momentum names |
P4618 | Opportunistic | 401k | USD | 2024-12-06 | 1,618,840 | 87,611 | 1,531,229 | 1 | 72.6 | 15.6 | 6.8 | 5 | MSFT:11.1%;QQQ:21.8%;IEF:12.7%;BND:15.7%;HYG:21.8%;VTI:16.7% | US:65.3;EU:15.1;APAC:10.6;EM:7.4;Other:1.8 | Value:+1.0;Growth:-0.7;Quality:-0.7;Size:+0.7;Momentum:-0.2;LowVol:+0.8 | MaxPos7% | 5 | 35 | 4.1 | hard 12% | 230 | 29 | Volatile | 21 | 3.77 | 2.9 | 152 | 4 | 51 | 74 | true | Rebalance | Rebalance back to target bands | -13 | -15 | BrokerB | VWAP | 90 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -8 | -17 | 33 | 2 | false | Tighten stops on momentum names |
P4619 | Cautious | Roth | USD | 2025-09-25 | 408,211 | 52,056 | 356,155 | 1 | 36.9 | 31.5 | 19 | 12.6 | GLD:15.9%;MUB:28.0%;XLF:28.0%;AAPL:28.0% | US:63.6;EU:12.4;APAC:10.9;EM:9.1;Other:4.0 | Value:+0.2;Growth:+0.4;Quality:+0.6;Size:+0.3;Momentum:-0.1;LowVol:-0.9 | NoMargin | 5 | 35 | 3.8 | trailing 10% | 147 | 18.1 | Bear | 24.7 | 3.23 | 1.9 | 176 | -15 | 48 | 48 | false | NoAction | Within bands; monitor | -1 | 8 | BrokerA | MKT | 0 | null | null | Normal monitoring | -11 | -20 | 44 | 3 | false | Increase defensive factor exposure |
P4620 | Opportunistic | Trust | USD | 2025-04-11 | 1,160,026 | 61,320 | 1,098,706 | 1.19 | 65.5 | 17.3 | 8.7 | 8.5 | MSFT:33.3%;VOO:33.3%;GLD:33.3% | US:67.9;EU:8.4;APAC:12.5;EM:7.9;Other:3.3 | Value:-0.4;Growth:+0.7;Quality:-0.5;Size:-0.8;Momentum:-0.6;LowVol:+0.4 | null | 8 | 25 | 4.2 | trailing 7% | 212 | 32.2 | Bull | 12.1 | 3.64 | 2.1 | 76 | 4 | 45 | 53 | false | Rebalance | Shift +1% to bonds from equity | 15 | -37 | BrokerB | LMT | 90 | null | null | Normal monitoring | -19 | 6 | -20 | 5 | false | Increase defensive factor exposure |
P4621 | Active | Trust | USD | 2024-08-17 | 712,384 | 77,370 | 635,014 | 1 | 65.1 | 29.5 | 0 | 5.4 | VTI:25.0%;AAPL:25.0%;MSFT:25.0%;HYG:25.0% | US:64.3;EU:18.9;APAC:7.3;EM:6.1;Other:3.4 | Value:+0.1;Growth:-0.1;Quality:+0.6;Size:+0.1;Momentum:-0.7;LowVol:-0.1 | null | 10 | 30 | 5.6 | hard 12% | 135 | 18.2 | Sideways | 15.2 | 4.15 | 2.7 | 140 | 59 | 77 | 44 | false | Buy | Add to core equity +1% | 1 | -18 | BrokerC | LMT | 100 | null | null | Normal monitoring | -50 | -48 | 65 | 5 | false | Within IPS guidelines |
P4622 | Hands-off | 401k | USD | 2024-10-15 | 432,052 | 18,156 | 413,896 | 1 | 63.6 | 20.2 | 8.7 | 7.5 | XLF:33.3%;BRK.B:33.3%;QQQ:33.3% | US:70.6;EU:6.9;APAC:12.5;EM:4.3;Other:5.8 | Value:-0.5;Growth:+0.7;Quality:-0.1;Size:-1.0;Momentum:-0.6;LowVol:-0.7 | ESGOnly;MaxPos8%;NoDerivatives | 6 | 25 | 4.5 | trailing 8% | 93 | 17.2 | Bear | 27 | 4.08 | 2.6 | 172 | 22 | 56 | 68 | false | Rebalance | Shift +1% to bonds from equity | 15 | -27 | BrokerC | LMT | 96 | null | null | Normal monitoring | 25 | -37 | 44 | 3 | false | Within IPS guidelines |
P4623 | Cautious | Roth | USD | 2025-11-28 | 684,788 | 104,669 | 580,119 | 1 | 40.7 | 44.6 | 2.1 | 12.6 | BRK.B:16.6%;VNQ:7.5%;BND:20.7%;TLT:20.0%;IEF:20.7%;MSFT:14.5% | US:70.2;EU:15.5;APAC:7.1;EM:6.0;Other:1.2 | Value:-0.2;Growth:+0.8;Quality:-0.4;Size:-0.9;Momentum:-0.3;LowVol:-0.5 | NoMargin | 6 | 25 | 4.8 | trailing 10% | 109 | 17 | Bear | 27 | 3.49 | 1.1 | 140 | -103 | 5 | 49 | false | Rebalance | Shift +1% to bonds from equity | -1 | -10 | BrokerB | LMT | 97 | null | null | Normal monitoring | 40 | -20 | 137 | 5 | false | Tighten stops on momentum names |
P4624 | Active | Roth | USD | 2025-12-05 | 2,409,290 | 279,370 | 2,129,920 | 1 | 52 | 20.5 | 18.7 | 8.8 | TSLA:22.0%;BRK.B:11.7%;MSFT:18.6%;XLF:22.0%;AAPL:15.8%;QQQ:9.9% | US:73.2;EU:11.5;APAC:10.7;EM:4.6;Other:0.1 | Value:-0.5;Growth:+0.3;Quality:-1.0;Size:+0.4;Momentum:+0.3;LowVol:0.0 | null | 10 | 25 | 4.3 | hard 12% | 200 | 25.3 | Volatile | 25.1 | 4.16 | 3.1 | 146 | -26 | 34 | 70 | false | Rebalance | Shift +1% to bonds from equity | 17 | 13 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 85 | -9 | 191 | 5 | false | Tighten stops on momentum names |
P4625 | Cautious | Trust | USD | 2025-12-25 | 364,503 | 50,733 | 313,770 | 1 | 43.7 | 39.8 | 0 | 16.5 | VOO:33.3%;AAPL:33.3%;TLT:33.3% | US:55.3;EU:17.7;APAC:14.4;EM:10.1;Other:2.5 | Value:+0.4;Growth:+0.5;Quality:+0.6;Size:+0.2;Momentum:-0.4;LowVol:-0.1 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 10 | 25 | 4.3 | hard 10% | 139 | 14.9 | Volatile | 28 | 4.76 | 2.4 | 172 | -32 | 22 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 12 | -8 | BrokerD | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -18 | -38 | 84 | 3 | false | Tax-aware sells next window |
P4626 | Systematic | 401k | USD | 2025-10-12 | 1,793,292 | 175,707 | 1,617,585 | 1 | 55.8 | 20.6 | 15.8 | 7.8 | TLT:22.4%;VOO:25.9%;IEF:25.9%;HYG:25.9% | US:63.8;EU:9.2;APAC:15.9;EM:6.9;Other:4.2 | Value:-0.4;Growth:-0.2;Quality:+1.0;Size:+0.6;Momentum:+0.4;LowVol:+0.2 | MaxPos6% | 7 | 25 | 4.5 | trailing 8% | 165 | 19 | Bear | 28.1 | 3.39 | 1.4 | 183 | 31 | 69 | 59 | false | Hedge | Add TLT +1% as duration hedge | 10 | -27 | BrokerC | LMT | 96 | null | null | Normal monitoring | -29 | -2 | 3 | 4 | false | Tighten stops on momentum names |
P4627 | Systematic | Roth | USD | 2025-03-19 | 841,316 | 52,106 | 789,210 | 1 | 65.8 | 25.9 | 0 | 8.3 | QQQ:16.2%;BRK.B:21.9%;VTI:18.2%;XLF:21.8%;MSFT:21.9% | US:64.9;EU:17.8;APAC:6.9;EM:6.3;Other:4.0 | Value:+0.6;Growth:-0.6;Quality:+0.8;Size:+0.6;Momentum:-0.6;LowVol:-0.9 | NoDerivatives | 5 | 30 | 5.8 | hard 12% | 173 | 23 | Sideways | 18.8 | 4.53 | 3.4 | 91 | 45 | 75 | 57 | false | Hedge | Add TLT +1% as duration hedge | 21 | -38 | BrokerA | VWAP | 99 | null | null | Normal monitoring | 59 | -31 | 60 | 3 | false | Increase defensive factor exposure |
P4628 | Opportunistic | Roth | USD | 2025-08-22 | 612,041 | 32,098 | 579,943 | 1 | 61.5 | 11.1 | 18.9 | 8.5 | GLD:25.4%;AMZN:26.4%;BRK.B:21.9%;VOO:26.4% | US:61.4;EU:16.6;APAC:7.6;EM:9.6;Other:4.8 | Value:-0.6;Growth:+0.6;Quality:+0.5;Size:-0.7;Momentum:+0.1;LowVol:-0.5 | null | 8 | 30 | 5.6 | trailing 7% | 268 | 25.6 | Volatile | 27.9 | 5.36 | 3 | 125 | 25 | 54 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | -32 | BrokerD | MKT | 86 | VAR>budget | Reduce | Risk above budget threshold | 75 | -24 | 191 | 4 | false | Tax-aware sells next window |
P4629 | Cautious | 401k | USD | 2025-07-18 | 691,501 | 89,490 | 602,011 | 1 | 48.9 | 30.6 | 6.5 | 14 | VNQ:13.2%;TSLA:18.8%;VOO:23.2%;IEF:23.2%;GLD:21.6% | US:62.1;EU:19.8;APAC:8.1;EM:8.2;Other:1.8 | Value:+0.1;Growth:+0.2;Quality:-1.0;Size:+0.6;Momentum:+0.5;LowVol:-0.4 | NoMargin | 8 | 25 | 5.5 | hard 10% | 157 | 18.5 | Sideways | 21.3 | 4.81 | 2.5 | 119 | 41 | 78 | 47 | false | Rebalance | Shift +1% to bonds from equity | -13 | -10 | BrokerA | LMT | 93 | null | null | Normal monitoring | 48 | -26 | 110 | 4 | false | Monitor dispersion and breadth |
P4630 | Active | Roth | USD | 2024-08-12 | 2,475,217 | 192,531 | 2,282,686 | 1.06 | 54.6 | 31 | 4.5 | 9.9 | MUB:26.7%;AMZN:19.9%;MSFT:26.7%;BRK.B:26.7% | US:66.1;EU:8.2;APAC:12.2;EM:10.0;Other:3.5 | Value:-0.3;Growth:-0.5;Quality:+1.0;Size:-0.8;Momentum:-0.0;LowVol:+0.7 | null | 10 | 25 | 4.7 | hard 12% | 215 | 27.5 | Bull | 17.2 | 4.64 | 2.5 | 104 | 22 | 66 | 53 | false | Rebalance | Shift +1% to bonds from equity | 16 | -3 | BrokerC | LMT | 92 | null | null | Normal monitoring | -6 | 9 | 1 | 5 | false | Increase defensive factor exposure |
P4631 | Systematic | IRA | USD | 2024-12-15 | 432,986 | 22,474 | 410,512 | 1 | 63.3 | 29.2 | 0 | 7.5 | MUB:18.8%;TLT:15.8%;VOO:16.4%;IEF:11.4%;TSLA:19.4%;VTI:18.3% | US:70.4;EU:11.3;APAC:5.8;EM:10.3;Other:2.2 | Value:+0.1;Growth:+0.5;Quality:+0.5;Size:-0.2;Momentum:+0.3;LowVol:+1.0 | null | 7 | 35 | 4.6 | trailing 8% | 211 | 20.4 | Sideways | 17.1 | 4.39 | 2.7 | 117 | 48 | 63 | 42 | false | Rebalance | Shift +1% to bonds from equity | 34 | -13 | BrokerC | MKT | 86 | null | null | Normal monitoring | 74 | -57 | 197 | 3 | false | Tax-aware sells next window |
P4632 | Opportunistic | Trust | USD | 2025-04-03 | 861,923 | 69,768 | 792,155 | 1 | 66.5 | 20.1 | 8.3 | 5.1 | XLF:11.8%;BRK.B:22.1%;TLT:22.1%;BND:22.1%;GLD:22.1% | US:73.5;EU:11.9;APAC:8.2;EM:3.7;Other:2.7 | Value:-0.9;Growth:+0.8;Quality:+0.9;Size:-0.3;Momentum:-0.6;LowVol:+0.9 | null | 8 | 30 | 5 | hard 12% | 163 | 32.4 | Volatile | 25.3 | 4.61 | 3.6 | 139 | -50 | 31 | 66 | false | NoAction | Within bands; monitor | -15 | -11 | BrokerC | MKT | 0 | null | null | Normal monitoring | 91 | -54 | 181 | 4 | false | Within IPS guidelines |
P4633 | Cautious | Roth | USD | 2025-03-02 | 851,142 | 82,134 | 769,008 | 1 | 48.4 | 39.5 | 0 | 12.1 | VTI:21.1%;AMZN:29.9%;BRK.B:29.9%;MSFT:19.0% | US:72.9;EU:10.0;APAC:5.5;EM:9.9;Other:1.7 | Value:+0.3;Growth:+0.7;Quality:-0.3;Size:+0.3;Momentum:-0.8;LowVol:+0.3 | NoMargin | 10 | 35 | 4.3 | trailing 8% | 143 | 14.3 | Bull | 13.6 | 4.11 | 2.9 | 82 | 65 | 76 | 29 | false | Sell | Trim extended winner -1% | -14 | 14 | BrokerD | LMT | 94 | null | null | Normal monitoring | -26 | -11 | 113 | 5 | false | Tax-aware sells next window |
P4634 | Hands-off | Taxable | USD | 2024-11-09 | 300,824 | 19,469 | 281,355 | 1 | 66.9 | 20 | 3.8 | 9.3 | MUB:33.3%;TSLA:33.3%;IEF:33.3% | US:61.7;EU:22.5;APAC:6.6;EM:7.2;Other:1.9 | Value:+0.1;Growth:-0.0;Quality:-0.4;Size:+0.6;Momentum:+0.5;LowVol:+0.7 | MaxPos8% | 10 | 35 | 5.8 | trailing 10% | 131 | 12.7 | Bull | 13.5 | 4.14 | 2.4 | 101 | 85 | 85 | 56 | false | Rebalance | Shift +1% to bonds from equity | 31 | -24 | BrokerB | LMT | 88 | null | null | Normal monitoring | 91 | -22 | 86 | 3 | false | Tighten stops on momentum names |
P4635 | Hands-off | IRA | USD | 2025-10-26 | 767,652 | 72,397 | 695,255 | 1 | 69 | 19.1 | 6.4 | 5.5 | QQQ:23.1%;AAPL:22.8%;GLD:20.4%;TSLA:10.6%;HYG:23.1% | US:60.2;EU:16.6;APAC:12.8;EM:8.2;Other:2.2 | Value:-0.4;Growth:+0.2;Quality:+0.4;Size:+0.3;Momentum:-0.4;LowVol:-0.0 | null | 6 | 25 | 5.3 | trailing 8% | 165 | 12.2 | Sideways | 20.1 | 4.75 | 2.8 | 92 | 45 | 82 | 62 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | 8 | BrokerD | MKT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 91 | -28 | 104 | 4 | false | Tax-aware sells next window |
P4636 | Systematic | IRA | USD | 2025-03-06 | 1,375,527 | 82,122 | 1,293,405 | 1 | 60.7 | 30.5 | 0 | 8.8 | IEF:20.8%;BRK.B:16.5%;TSLA:12.6%;TLT:9.5%;AAPL:19.7%;HYG:20.8% | US:65.8;EU:18.9;APAC:10.5;EM:4.5;Other:0.3 | Value:+0.6;Growth:+0.8;Quality:-0.2;Size:+0.9;Momentum:+0.3;LowVol:+0.3 | null | 7 | 35 | 5.4 | trailing 8% | 229 | 19.3 | Bear | 32.8 | 3.19 | 1.3 | 205 | 15 | 70 | 88 | true | Hedge | Buy index puts 1% notional | 30 | -20 | BrokerD | LMT | 86 | VAR>budget | Hedge | Risk above budget threshold | 22 | -38 | 55 | 3 | false | Tax-aware sells next window |
P4637 | Active | Taxable | USD | 2025-06-20 | 934,406 | 70,173 | 864,233 | 1 | 57.7 | 31.8 | 2.8 | 7.8 | AMZN:18.5%;MUB:27.7%;VOO:27.7%;TLT:26.2% | US:73.5;EU:11.1;APAC:7.2;EM:4.0;Other:4.2 | Value:+0.3;Growth:-0.5;Quality:+0.9;Size:-0.0;Momentum:+1.0;LowVol:-0.6 | NoDerivatives | 6 | 30 | 4.5 | trailing 9% | 153 | 24.5 | Volatile | 22.9 | 4.87 | 3 | 148 | 12 | 71 | 62 | false | Rebalance | Shift +1% to bonds from equity | 25 | 13 | BrokerD | LMT | 93 | null | null | Normal monitoring | 47 | 9 | 84 | 5 | false | Within IPS guidelines |
P4638 | Systematic | 401k | USD | 2025-12-06 | 639,229 | 30,905 | 608,324 | 1 | 60 | 33 | 0.7 | 6.2 | IEF:20.3%;MUB:13.5%;VNQ:16.0%;HYG:20.3%;QQQ:14.8%;BRK.B:15.2% | US:64.3;EU:16.0;APAC:8.8;EM:9.3;Other:1.5 | Value:+0.1;Growth:+0.9;Quality:+0.7;Size:+0.3;Momentum:-0.3;LowVol:-1.0 | MaxPos6% | 6 | 30 | 5.8 | trailing 9% | 135 | 17.3 | Sideways | 16.7 | 3.9 | 3.2 | 98 | 29 | 52 | 47 | false | Rebalance | Shift +1% to bonds from equity | 4 | -22 | BrokerD | LMT | 95 | null | null | Normal monitoring | 107 | -19 | 129 | 3 | false | Tighten stops on momentum names |
P4639 | Opportunistic | Roth | USD | 2025-02-17 | 1,583,547 | 131,851 | 1,451,696 | 1 | 68.3 | 19 | 6 | 6.7 | VNQ:21.9%;XLF:16.3%;AMZN:21.9%;TLT:14.6%;GLD:13.5%;AAPL:11.7% | US:70.7;EU:10.3;APAC:10.5;EM:7.1;Other:1.3 | Value:-0.5;Growth:-0.4;Quality:-0.0;Size:+0.6;Momentum:+0.9;LowVol:-0.5 | NoDerivatives | 5 | 30 | 5.7 | trailing 7% | 215 | 20.8 | Sideways | 21.5 | 4.35 | 2.8 | 96 | 37 | 82 | 72 | false | Rebalance | Shift +1% to bonds from equity | -12 | -4 | BrokerA | MKT | 97 | null | null | Normal monitoring | -3 | -7 | 124 | 3 | false | Within IPS guidelines |
P4640 | Systematic | 401k | USD | 2025-01-09 | 1,800,792 | 87,029 | 1,713,763 | 1 | 62.8 | 28.4 | 0 | 8.8 | VOO:33.3%;IEF:33.3%;TSLA:33.3% | US:78.5;EU:5.9;APAC:8.7;EM:4.2;Other:2.7 | Value:+0.3;Growth:+0.7;Quality:+0.8;Size:+0.5;Momentum:-0.9;LowVol:-0.8 | null | 8 | 35 | 4.2 | trailing 8% | 146 | 26.2 | Bull | 17.2 | 4.29 | 2.2 | 81 | 88 | 100 | 52 | false | NoAction | Within bands; monitor | 26 | -20 | BrokerC | LMT | 85 | null | null | Normal monitoring | -25 | -38 | -10 | 5 | false | Tax-aware sells next window |
P4641 | Cautious | Taxable | USD | 2024-11-24 | 411,065 | 59,930 | 351,135 | 1 | 54.6 | 33.1 | 0 | 12.4 | IEF:29.4%;AAPL:20.6%;TLT:20.7%;VOO:29.4% | US:59.1;EU:15.3;APAC:12.9;EM:9.2;Other:3.4 | Value:+0.7;Growth:-0.3;Quality:+0.5;Size:+0.4;Momentum:+0.3;LowVol:+0.4 | MaxPos5%;NoMargin | 8 | 35 | 5.5 | hard 10% | 135 | 19.8 | Volatile | 20.1 | 4.92 | 2 | 158 | -31 | 35 | 46 | false | Sell | Trim extended winner -1% | 24 | -13 | BrokerB | MKT | 99 | null | null | Normal monitoring | -19 | -31 | 5 | 5 | false | Monitor dispersion and breadth |
P4642 | Systematic | 401k | USD | 2024-09-09 | 969,273 | 56,801 | 912,472 | 1 | 56.2 | 20.8 | 14.5 | 8.6 | TSLA:18.2%;VNQ:18.4%;AMZN:21.7%;QQQ:21.7%;AAPL:11.8%;MUB:8.2% | US:66.4;EU:8.1;APAC:11.1;EM:8.7;Other:5.7 | Value:-0.7;Growth:+0.8;Quality:-0.5;Size:-0.8;Momentum:-0.2;LowVol:-0.9 | MaxPos5% | 6 | 25 | 5.3 | trailing 8% | 227 | 25.1 | Bear | 33.5 | 3.87 | 1.8 | 188 | -29 | 45 | 78 | true | Rebalance | Rebalance back to target bands | -8 | 5 | BrokerD | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -20 | -19 | 66 | 5 | false | Monitor dispersion and breadth |
P4643 | Cautious | IRA | USD | 2025-05-06 | 378,045 | 51,933 | 326,112 | 1 | 43.8 | 32.3 | 9.6 | 14.3 | QQQ:15.8%;XLF:24.1%;MUB:11.9%;TLT:24.1%;VNQ:24.1% | US:62.9;EU:18.1;APAC:9.7;EM:8.2;Other:1.2 | Value:+1.0;Growth:+0.7;Quality:-0.3;Size:-0.7;Momentum:-0.2;LowVol:-0.9 | NoMargin | 8 | 35 | 4.3 | trailing 10% | 167 | 13.2 | Sideways | 20.1 | 4.12 | 3 | 114 | -21 | 36 | 50 | false | Rebalance | Shift +1% to bonds from equity | -15 | -19 | BrokerB | LMT | 94 | null | null | Normal monitoring | 9 | -51 | -13 | 3 | false | Within IPS guidelines |
P4644 | Hands-off | Trust | USD | 2025-08-12 | 247,843 | 21,437 | 226,406 | 1 | 68.5 | 26.3 | 0 | 5.2 | AAPL:23.3%;XLF:16.1%;GLD:23.3%;IEF:14.1%;QQQ:23.3% | US:63.3;EU:18.1;APAC:11.8;EM:3.5;Other:3.3 | Value:-0.7;Growth:-0.9;Quality:-0.5;Size:+0.4;Momentum:-1.0;LowVol:+0.2 | null | 7 | 35 | 5.7 | trailing 8% | 97 | 13.6 | Sideways | 16.8 | 4.68 | 2.3 | 112 | 51 | 63 | 49 | true | Hedge | Buy index puts 1% notional | -5 | 3 | BrokerA | LMT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 25 | -11 | 65 | 4 | true | Within IPS guidelines |
P4645 | Systematic | Trust | USD | 2025-02-17 | 1,085,830 | 94,363 | 991,467 | 1 | 66.1 | 26.2 | 0 | 7.8 | GLD:11.6%;VTI:23.2%;AMZN:17.4%;MUB:23.2%;HYG:14.2%;BND:10.4% | US:67.3;EU:10.2;APAC:13.1;EM:6.3;Other:3.1 | Value:+0.4;Growth:-0.7;Quality:+0.3;Size:-0.6;Momentum:-0.8;LowVol:+1.0 | MaxPos6% | 5 | 25 | 4.2 | trailing 9% | 218 | 27.8 | Volatile | 26.8 | 4.88 | 3.5 | 163 | -14 | 54 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | 2 | BrokerA | LMT | 99 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -29 | -40 | -53 | 4 | false | Tax-aware sells next window |
P4646 | Cautious | Roth | USD | 2024-12-18 | 171,043 | 15,302 | 155,741 | 1 | 37.6 | 44.7 | 3.2 | 14.5 | HYG:21.8%;TSLA:17.6%;MUB:22.2%;TLT:16.3%;VNQ:22.2% | US:64.5;EU:11.7;APAC:13.3;EM:7.0;Other:3.5 | Value:+0.4;Growth:-0.2;Quality:-0.2;Size:-0.6;Momentum:0.0;LowVol:+0.9 | NoMargin | 10 | 35 | 3.2 | trailing 8% | 140 | 17.9 | Volatile | 27.5 | 3.76 | 2.4 | 124 | 51 | 67 | 67 | false | Rebalance | Shift +1% to bonds from equity | -5 | -35 | BrokerB | LMT | 97 | null | null | Normal monitoring | -40 | -4 | 32 | 5 | false | Monitor dispersion and breadth |
P4647 | Active | Roth | USD | 2024-12-11 | 886,018 | 56,642 | 829,376 | 1.25 | 63.3 | 28.9 | 0 | 7.8 | HYG:9.5%;MUB:22.9%;AMZN:22.9%;XLF:22.9%;VTI:10.0%;VOO:11.8% | US:68.8;EU:14.2;APAC:10.0;EM:4.6;Other:2.5 | Value:-0.3;Growth:+0.8;Quality:+0.4;Size:-0.2;Momentum:-0.3;LowVol:-0.5 | null | 10 | 35 | 5.7 | trailing 8% | 171 | 25.6 | Sideways | 16.8 | 4.59 | 3.3 | 97 | -8 | 57 | 59 | false | Sell | Trim extended winner -1% | 20 | -4 | BrokerD | LMT | 91 | null | null | Normal monitoring | 33 | -57 | 154 | 5 | false | Monitor dispersion and breadth |
P4648 | Opportunistic | Roth | USD | 2025-01-20 | 1,675,226 | 57,322 | 1,617,904 | 1 | 70.3 | 13.7 | 8.6 | 7.4 | HYG:33.3%;TSLA:33.3%;MUB:33.3% | US:72.2;EU:5.6;APAC:11.1;EM:10.6;Other:0.6 | Value:+0.2;Growth:-0.7;Quality:+0.9;Size:-0.2;Momentum:+0.3;LowVol:+0.6 | NoDerivatives | 5 | 30 | 6.5 | trailing 9% | 274 | 28.2 | Bull | 14.7 | 5 | 3 | 112 | 86 | 100 | 52 | false | Buy | Add to core equity +1% | 18 | 5 | BrokerD | MKT | 87 | null | null | Normal monitoring | -43 | 7 | 64 | 4 | false | Tighten stops on momentum names |
P4649 | Cautious | Taxable | USD | 2024-11-23 | 429,651 | 44,034 | 385,617 | 1 | 39.3 | 41.6 | 1.2 | 17.9 | BRK.B:27.8%;VNQ:16.5%;TSLA:27.8%;VTI:27.8% | US:64.6;EU:20.2;APAC:6.6;EM:8.0;Other:0.6 | Value:-0.2;Growth:-0.4;Quality:-0.8;Size:-0.8;Momentum:+0.4;LowVol:-0.0 | ESGOnly;NoMargin | 8 | 35 | 4.9 | trailing 10% | 113 | 19.1 | Sideways | 16.8 | 4.3 | 2.8 | 99 | 51 | 80 | 40 | false | Hedge | Add TLT +1% as duration hedge | -4 | -2 | BrokerB | LMT | 89 | null | null | Normal monitoring | 111 | -54 | 106 | 5 | false | Monitor dispersion and breadth |
P4650 | Systematic | 401k | USD | 2025-01-15 | 1,764,817 | 90,332 | 1,674,485 | 1 | 69.1 | 21.1 | 2.5 | 7.3 | VOO:13.4%;AAPL:18.3%;XLF:21.9%;AMZN:11.6%;BND:14.6%;BRK.B:20.3% | US:65.2;EU:17.3;APAC:7.9;EM:8.4;Other:1.2 | Value:+0.4;Growth:-0.6;Quality:-0.4;Size:-0.1;Momentum:-0.1;LowVol:-0.0 | MaxPos5% | 7 | 35 | 5.2 | trailing 9% | 220 | 18.3 | Sideways | 17.5 | 4.57 | 3.2 | 132 | -19 | 36 | 49 | false | NoAction | Within bands; monitor | 30 | -2 | BrokerB | MKT | 0 | null | null | Normal monitoring | 13 | -22 | 121 | 3 | false | Tighten stops on momentum names |
P4651 | Hands-off | Roth | USD | 2025-06-18 | 245,156 | 13,215 | 231,941 | 1 | 62.1 | 18 | 12.7 | 7.1 | MUB:33.3%;VOO:33.3%;HYG:33.3% | US:70.1;EU:10.7;APAC:10.2;EM:8.8;Other:0.2 | Value:-0.5;Growth:+0.8;Quality:+0.8;Size:+0.9;Momentum:+0.6;LowVol:-0.5 | MaxPos5% | 6 | 35 | 4.4 | trailing 8% | 117 | 19.6 | Bear | 24 | 3.43 | 1.6 | 148 | -25 | 22 | 74 | true | Rebalance | Rebalance back to target bands | 24 | -24 | BrokerA | MKT | 98 | RegimeShift | Pause | Volatility spike and breadth deterioration | 4 | 12 | 111 | 3 | false | Increase defensive factor exposure |
P4652 | Hands-off | Roth | USD | 2024-09-15 | 491,411 | 38,304 | 453,107 | 1 | 58 | 19.5 | 16.3 | 6.2 | XLF:33.3%;IEF:33.3%;VTI:33.3% | US:61.6;EU:8.5;APAC:14.1;EM:10.4;Other:5.4 | Value:+0.1;Growth:-0.7;Quality:-0.1;Size:-0.8;Momentum:-0.6;LowVol:+0.9 | null | 10 | 25 | 3.3 | trailing 8% | 145 | 16.2 | Sideways | 17.7 | 4.4 | 2 | 95 | 21 | 56 | 60 | false | Sell | Trim extended winner -1% | 5 | -14 | BrokerB | MKT | 94 | null | null | Normal monitoring | -37 | 19 | -37 | 4 | false | Increase defensive factor exposure |
P4653 | Cautious | Trust | USD | 2025-02-09 | 854,765 | 82,321 | 772,444 | 1 | 42.3 | 31.1 | 14.2 | 12.4 | TLT:19.8%;VTI:26.7%;VNQ:26.7%;BRK.B:26.7% | US:62.8;EU:17.1;APAC:12.1;EM:6.4;Other:1.5 | Value:+0.2;Growth:-0.4;Quality:-0.5;Size:-0.5;Momentum:-0.7;LowVol:+0.4 | MaxPos5%;NoDerivatives;NoMargin | 8 | 35 | 5 | trailing 8% | 110 | 18 | Volatile | 28.1 | 3.52 | 4.1 | 179 | 60 | 84 | 53 | false | NoAction | Within bands; monitor | 27 | -6 | BrokerB | MKT | 0 | null | null | Normal monitoring | -40 | -16 | 25 | 3 | false | Increase defensive factor exposure |
P4654 | Cautious | 401k | USD | 2025-08-22 | 856,320 | 105,723 | 750,597 | 1 | 49.4 | 38.9 | 0 | 11.8 | TSLA:25.3%;VOO:25.3%;MSFT:25.3%;MUB:24.0% | US:59.9;EU:16.8;APAC:14.5;EM:5.2;Other:3.7 | Value:+0.2;Growth:-0.2;Quality:+0.9;Size:+0.8;Momentum:+0.9;LowVol:-0.3 | NoMargin | 6 | 30 | 4.1 | trailing 8% | 119 | 14.9 | Volatile | 25.6 | 5.25 | 4.5 | 154 | -12 | 36 | 60 | true | Hedge | Buy index puts 1% notional | 11 | 6 | BrokerA | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -39 | -58 | 52 | 4 | true | Tax-aware sells next window |
P4655 | Active | Trust | USD | 2024-12-28 | 1,599,199 | 114,317 | 1,484,882 | 1 | 68.1 | 23 | 3.2 | 5.7 | IEF:12.4%;BND:20.2%;XLF:11.6%;VOO:12.9%;AMZN:21.5%;AAPL:21.5% | US:70.7;EU:11.6;APAC:7.8;EM:7.8;Other:2.0 | Value:+0.7;Growth:+0.5;Quality:+0.8;Size:-0.8;Momentum:-0.9;LowVol:+0.1 | null | 8 | 30 | 4.4 | hard 12% | 215 | 17.3 | Bull | 13.9 | 3.85 | 3 | 114 | 92 | 92 | 48 | false | Buy | Add to core equity +1% | 12 | -19 | BrokerC | MKT | 91 | null | null | Normal monitoring | 19 | -29 | -4 | 5 | false | Increase defensive factor exposure |
P4656 | Hands-off | 401k | USD | 2025-01-21 | 263,005 | 15,636 | 247,369 | 1 | 56.2 | 28 | 6.4 | 9.4 | HYG:15.0%;AAPL:21.2%;IEF:10.3%;GLD:18.1%;QQQ:14.2%;VOO:21.2% | US:65.4;EU:8.2;APAC:12.7;EM:7.8;Other:5.9 | Value:-0.2;Growth:+0.3;Quality:+0.1;Size:-0.2;Momentum:+0.8;LowVol:+0.3 | MaxPos5%;NoDerivatives | 10 | 25 | 4.4 | trailing 10% | 108 | 12.3 | Bull | 16.3 | 4.63 | 2.4 | 79 | 81 | 83 | 48 | false | Rebalance | Shift +1% to bonds from equity | 16 | -12 | BrokerB | MKT | 90 | null | null | Normal monitoring | 101 | -45 | 68 | 5 | false | Monitor dispersion and breadth |
P4657 | Cautious | Trust | USD | 2025-03-02 | 436,352 | 39,475 | 396,877 | 1 | 38.6 | 30.7 | 15.5 | 15.2 | BRK.B:18.6%;GLD:12.0%;TLT:13.8%;AAPL:17.3%;VTI:18.1%;TSLA:20.1% | US:70.2;EU:6.9;APAC:13.3;EM:7.1;Other:2.4 | Value:+0.6;Growth:-0.3;Quality:-0.8;Size:+0.1;Momentum:-0.8;LowVol:+0.9 | ESGOnly;NoDerivatives;NoMargin | 10 | 35 | 4.5 | hard 10% | 138 | 15.9 | Bull | 12.9 | 4.82 | 3.2 | 119 | 66 | 84 | 21 | false | Rebalance | Shift +1% to bonds from equity | 30 | -36 | BrokerD | MKT | 94 | null | null | Normal monitoring | 105 | 16 | 178 | 3 | false | Monitor dispersion and breadth |
P4658 | Opportunistic | Trust | USD | 2025-06-24 | 719,847 | 51,589 | 668,258 | 1 | 72.8 | 16.5 | 4.3 | 6.4 | XLF:28.2%;AMZN:28.2%;HYG:15.4%;MSFT:28.2% | US:76.7;EU:8.5;APAC:7.3;EM:5.7;Other:1.8 | Value:-0.1;Growth:-1.0;Quality:+0.4;Size:-0.2;Momentum:-0.2;LowVol:-0.4 | MaxPos8% | 10 | 25 | 6.3 | trailing 7% | 214 | 30.5 | Bull | 11 | 4.35 | 2.5 | 88 | 103 | 100 | 55 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | 9 | BrokerA | MKT | 86 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 75 | 12 | 93 | 4 | false | Within IPS guidelines |
P4659 | Opportunistic | Roth | USD | 2025-02-01 | 693,608 | 28,816 | 664,792 | 1 | 73.8 | 15.1 | 6.3 | 4.8 | GLD:33.3%;AAPL:33.3%;BND:33.3% | US:78.5;EU:5.7;APAC:7.8;EM:5.8;Other:2.1 | Value:-0.3;Growth:-0.7;Quality:+0.3;Size:+0.4;Momentum:-0.2;LowVol:0.0 | MaxPos6% | 10 | 35 | 4.4 | hard 12% | 248 | 21.7 | Bull | 12.1 | 4.76 | 3.3 | 81 | 13 | 58 | 38 | false | Hedge | Add TLT +1% as duration hedge | -9 | -25 | BrokerA | VWAP | 93 | null | null | Normal monitoring | -43 | -29 | 85 | 3 | false | Tax-aware sells next window |
P4660 | Cautious | Trust | USD | 2025-09-18 | 393,936 | 60,245 | 333,691 | 1 | 47.1 | 39.4 | 0 | 13.4 | GLD:14.5%;VOO:21.4%;TSLA:21.4%;AMZN:21.4%;QQQ:21.4% | US:69.3;EU:9.8;APAC:15.0;EM:4.6;Other:1.4 | Value:-0.9;Growth:+0.2;Quality:-0.1;Size:+1.0;Momentum:-0.8;LowVol:+0.6 | ESGOnly;NoMargin | 10 | 30 | 4.2 | hard 10% | 162 | 17.9 | Bull | 16.3 | 4.52 | 3.4 | 113 | 106 | 94 | 36 | false | Rebalance | Shift +1% to bonds from equity | -14 | -17 | BrokerC | LMT | 90 | null | null | Normal monitoring | 66 | 2 | 205 | 4 | false | Tighten stops on momentum names |
P4661 | Hands-off | 401k | USD | 2024-08-10 | 690,588 | 65,029 | 625,559 | 1 | 62.4 | 29.6 | 0 | 8.1 | QQQ:35.1%;AMZN:35.1%;MSFT:29.8% | US:62.6;EU:16.2;APAC:10.9;EM:8.5;Other:1.8 | Value:-0.7;Growth:+0.5;Quality:-0.8;Size:+0.4;Momentum:+0.7;LowVol:+0.4 | ESGOnly | 8 | 35 | 5 | hard 10% | 158 | 16.2 | Bear | 32 | 3.26 | 1.8 | 189 | -82 | 12 | 85 | true | Rebalance | Rebalance back to target bands | 19 | -19 | BrokerB | LMT | 95 | VAR>budget | Reduce | Risk above budget threshold | 39 | 11 | 72 | 5 | false | Tax-aware sells next window |
P4662 | Opportunistic | Taxable | USD | 2024-09-07 | 625,886 | 21,448 | 604,438 | 1.11 | 62.4 | 13.2 | 19.8 | 4.5 | VNQ:36.1%;MSFT:27.8%;QQQ:36.1% | US:70.4;EU:16.8;APAC:5.6;EM:4.7;Other:2.6 | Value:+0.7;Growth:+0.7;Quality:+0.1;Size:-0.9;Momentum:-0.8;LowVol:-0.7 | MaxPos7% | 5 | 25 | 4.2 | trailing 7% | 160 | 34.2 | Volatile | 24.8 | 4.68 | 2.8 | 179 | 64 | 95 | 62 | false | Rebalance | Shift +1% to bonds from equity | 5 | -39 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 74 | -23 | 136 | 4 | false | Tax-aware sells next window |
P4663 | Active | Taxable | USD | 2025-02-13 | 1,451,319 | 113,373 | 1,337,946 | 1 | 59.1 | 22.1 | 10 | 8.9 | XLF:21.3%;BRK.B:23.4%;TSLA:19.3%;IEF:12.6%;TLT:23.4% | US:67.3;EU:16.6;APAC:8.3;EM:3.0;Other:4.7 | Value:+0.3;Growth:-0.1;Quality:-0.3;Size:+0.8;Momentum:-0.7;LowVol:-0.9 | NoDerivatives | 5 | 35 | 4.7 | trailing 8% | 224 | 22.5 | Volatile | 24.5 | 4.21 | 4.3 | 179 | -57 | 6 | 63 | false | Buy | Add to core equity +1% | 7 | 15 | BrokerC | VWAP | 100 | null | null | Normal monitoring | 43 | 5 | 43 | 4 | false | Monitor dispersion and breadth |
P4664 | Active | Roth | USD | 2024-09-17 | 1,101,395 | 75,028 | 1,026,367 | 1 | 59.6 | 23.3 | 11.4 | 5.7 | AAPL:32.3%;MUB:33.9%;AMZN:33.9% | US:59.9;EU:17.2;APAC:14.9;EM:3.9;Other:4.1 | Value:+0.4;Growth:+0.7;Quality:-0.9;Size:-0.2;Momentum:0.0;LowVol:-0.7 | MaxPos7%;NoDerivatives | 7 | 35 | 4.7 | trailing 8% | 174 | 27.5 | Volatile | 23.1 | 4.68 | 2.2 | 129 | 6 | 50 | 64 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -6 | BrokerA | VWAP | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -52 | -46 | -62 | 4 | false | Tighten stops on momentum names |
P4665 | Active | Roth | USD | 2024-08-01 | 2,053,188 | 214,875 | 1,838,313 | 1 | 61.3 | 28.1 | 0.9 | 9.6 | MSFT:23.5%;MUB:18.5%;AAPL:19.0%;QQQ:23.5%;VTI:15.6% | US:68.2;EU:5.9;APAC:11.0;EM:10.4;Other:4.5 | Value:-0.5;Growth:+0.9;Quality:-0.5;Size:+0.7;Momentum:-0.6;LowVol:-0.6 | null | 10 | 25 | 4.2 | trailing 8% | 218 | 26.6 | Volatile | 28.6 | 5.28 | 3.4 | 142 | -37 | 39 | 70 | false | Rebalance | Shift +1% to bonds from equity | 32 | -22 | BrokerA | LMT | 98 | null | null | Normal monitoring | 48 | -12 | 74 | 3 | false | Increase defensive factor exposure |
P4666 | Cautious | 401k | USD | 2025-10-30 | 471,162 | 55,530 | 415,632 | 1 | 45.2 | 30.7 | 13.1 | 11 | MUB:21.5%;XLF:21.5%;AAPL:12.8%;TSLA:21.5%;GLD:15.8%;VTI:6.9% | US:63.0;EU:13.4;APAC:11.8;EM:7.8;Other:3.9 | Value:+0.2;Growth:+0.3;Quality:-0.1;Size:+0.2;Momentum:+0.3;LowVol:+0.2 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 7 | 25 | 4.5 | hard 10% | 162 | 15.3 | Volatile | 26.5 | 4.93 | 4.4 | 168 | -11 | 34 | 70 | false | Rebalance | Shift +1% to bonds from equity | -14 | -16 | BrokerC | LMT | 96 | null | null | Normal monitoring | -26 | -44 | 44 | 3 | false | Tax-aware sells next window |
P4667 | Hands-off | IRA | USD | 2024-07-14 | 410,249 | 24,619 | 385,630 | 1 | 65.8 | 19.6 | 6.9 | 7.8 | AAPL:25.4%;IEF:23.7%;QQQ:25.4%;XLF:25.4% | US:73.7;EU:6.3;APAC:11.3;EM:6.0;Other:2.7 | Value:-0.5;Growth:-0.5;Quality:+0.4;Size:-0.5;Momentum:+1.0;LowVol:-0.6 | MaxPos7%;NoDerivatives | 5 | 25 | 5.6 | trailing 8% | 170 | 19.7 | Volatile | 22.5 | 4.12 | 3 | 118 | -42 | 32 | 61 | false | Buy | Add to core equity +1% | 3 | 14 | BrokerA | LMT | 87 | null | null | Normal monitoring | 38 | -17 | 173 | 4 | false | Tax-aware sells next window |
P4668 | Systematic | 401k | USD | 2025-10-08 | 1,419,393 | 129,089 | 1,290,304 | 1 | 63.2 | 32.1 | 0 | 4.8 | TLT:13.4%;AMZN:17.1%;BND:21.7%;VNQ:23.9%;MSFT:23.9% | US:64.4;EU:11.7;APAC:12.7;EM:9.6;Other:1.6 | Value:+0.4;Growth:-0.5;Quality:+0.6;Size:+1.0;Momentum:+0.3;LowVol:-0.2 | MaxPos5% | 10 | 25 | 4.5 | trailing 9% | 210 | 18.9 | Volatile | 24.6 | 3.7 | 3.7 | 147 | 31 | 79 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -6 | BrokerD | LMT | 94 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 60 | -37 | 181 | 5 | false | Tax-aware sells next window |
P4669 | Systematic | 401k | USD | 2025-06-06 | 1,228,741 | 110,485 | 1,118,256 | 1 | 65.3 | 27 | 0 | 7.7 | VTI:21.0%;BND:10.8%;TSLA:9.6%;QQQ:21.0%;MSFT:16.7%;VNQ:21.0% | US:77.5;EU:9.5;APAC:8.6;EM:3.8;Other:0.6 | Value:-0.8;Growth:+0.2;Quality:-0.5;Size:-0.5;Momentum:+0.7;LowVol:-0.0 | MaxPos6% | 6 | 30 | 4.1 | trailing 8% | 212 | 25.7 | Volatile | 22.5 | 4.62 | 3.1 | 124 | 37 | 53 | 62 | false | Buy | Add to core equity +1% | 28 | -1 | BrokerC | LMT | 91 | null | null | Normal monitoring | 76 | -9 | 185 | 3 | false | Increase defensive factor exposure |
P4670 | Systematic | 401k | USD | 2025-02-02 | 1,746,018 | 105,249 | 1,640,769 | 1 | 62.4 | 31 | 0 | 6.6 | VTI:25.9%;IEF:15.3%;XLF:22.5%;VOO:10.3%;VNQ:25.9% | US:64.5;EU:12.3;APAC:10.6;EM:8.8;Other:3.8 | Value:-0.0;Growth:-0.6;Quality:+0.6;Size:-0.8;Momentum:+0.7;LowVol:-0.9 | null | 6 | 30 | 5.1 | trailing 8% | 131 | 27.8 | Bull | 17.2 | 3.98 | 3.2 | 86 | 77 | 87 | 47 | false | Sell | Trim extended winner -1% | -9 | 1 | BrokerB | VWAP | 96 | null | null | Normal monitoring | 99 | 10 | 226 | 3 | false | Increase defensive factor exposure |
P4671 | Active | Roth | USD | 2025-07-24 | 1,464,307 | 134,695 | 1,329,612 | 1 | 63 | 23.5 | 3.6 | 9.9 | QQQ:37.8%;MSFT:37.8%;TSLA:24.5% | US:67.3;EU:12.1;APAC:12.7;EM:5.7;Other:2.1 | Value:+0.6;Growth:-0.3;Quality:+0.8;Size:+0.9;Momentum:-0.3;LowVol:+0.1 | MaxPos8% | 10 | 30 | 4.7 | hard 12% | 124 | 21.1 | Volatile | 20.1 | 4.88 | 3.4 | 129 | -28 | 35 | 53 | false | Buy | Add to core equity +1% | -6 | -19 | BrokerB | MKT | 98 | null | null | Normal monitoring | 94 | 20 | 189 | 4 | false | Monitor dispersion and breadth |
P4672 | Active | Trust | USD | 2024-11-05 | 1,319,353 | 101,438 | 1,217,915 | 1 | 64.6 | 27.9 | 0 | 7.5 | BND:26.9%;TLT:19.2%;BRK.B:26.9%;MSFT:26.9% | US:76.1;EU:10.4;APAC:5.9;EM:6.6;Other:1.0 | Value:+0.8;Growth:-0.2;Quality:-0.1;Size:+0.2;Momentum:+0.1;LowVol:+0.5 | MaxPos6%;NoDerivatives | 7 | 25 | 4.1 | hard 12% | 181 | 26.7 | Bull | 12.5 | 3.95 | 3.4 | 75 | 62 | 81 | 49 | false | Sell | Trim extended winner -1% | -15 | 10 | BrokerD | LMT | 86 | null | null | Normal monitoring | 45 | -5 | 153 | 4 | false | Tighten stops on momentum names |
P4673 | Active | Taxable | USD | 2024-12-25 | 690,527 | 75,001 | 615,526 | 1 | 53.5 | 20.4 | 19.4 | 6.7 | TLT:23.7%;AMZN:12.4%;TSLA:23.5%;BND:23.7%;XLF:16.7% | US:61.4;EU:15.7;APAC:10.6;EM:10.9;Other:1.5 | Value:-0.4;Growth:-0.1;Quality:-0.8;Size:+0.7;Momentum:+0.5;LowVol:+0.8 | MaxPos6%;NoDerivatives | 10 | 25 | 4.5 | trailing 9% | 133 | 21.8 | Bull | 17.2 | 3.53 | 3.3 | 96 | 44 | 73 | 48 | false | Sell | Trim extended winner -1% | 0 | -12 | BrokerD | LMT | 85 | null | null | Normal monitoring | 93 | -14 | 121 | 3 | false | Monitor dispersion and breadth |
P4674 | Systematic | Trust | USD | 2024-09-07 | 1,774,719 | 112,793 | 1,661,926 | 1 | 63.3 | 25.1 | 1.7 | 9.8 | AMZN:33.3%;VNQ:33.3%;VTI:33.3% | US:60.2;EU:12.8;APAC:12.7;EM:10.7;Other:3.6 | Value:+0.6;Growth:-0.1;Quality:0.0;Size:+0.7;Momentum:-0.3;LowVol:-0.7 | MaxPos8% | 10 | 25 | 5 | hard 12% | 191 | 17.9 | Volatile | 21.5 | 4.72 | 3.5 | 147 | 55 | 83 | 52 | false | Rebalance | Shift +1% to bonds from equity | -2 | 7 | BrokerB | MKT | 96 | null | null | Normal monitoring | 61 | -40 | 181 | 4 | false | Increase defensive factor exposure |
P4675 | Active | IRA | USD | 2025-07-23 | 2,167,537 | 176,467 | 1,991,070 | 1 | 62.4 | 29.5 | 0.7 | 7.4 | HYG:33.3%;AAPL:33.3%;MUB:33.3% | US:68.3;EU:7.1;APAC:13.8;EM:10.1;Other:0.7 | Value:-0.5;Growth:+0.2;Quality:+0.2;Size:+0.5;Momentum:+0.3;LowVol:-0.6 | NoDerivatives | 10 | 30 | 4.6 | trailing 8% | 145 | 26.1 | Bull | 14.8 | 4.06 | 2.2 | 91 | 78 | 100 | 52 | false | Rebalance | Shift +1% to bonds from equity | -15 | -31 | BrokerB | LMT | 90 | null | null | Normal monitoring | 60 | -10 | 25 | 3 | false | Increase defensive factor exposure |
P4676 | Opportunistic | 401k | USD | 2025-04-16 | 1,005,337 | 64,001 | 941,336 | 1 | 66.5 | 19.4 | 7.3 | 6.8 | VTI:33.3%;BRK.B:33.3%;HYG:33.3% | US:64.4;EU:14.0;APAC:10.5;EM:8.3;Other:2.7 | Value:-0.1;Growth:-0.2;Quality:+0.4;Size:+0.2;Momentum:-0.7;LowVol:+0.2 | null | 8 | 25 | 6.4 | hard 12% | 246 | 29.8 | Bull | 17.1 | 4.47 | 3.1 | 93 | 19 | 50 | 49 | false | Sell | Trim extended winner -1% | 23 | 7 | BrokerA | LMT | 95 | null | null | Normal monitoring | -13 | -9 | -9 | 5 | false | Within IPS guidelines |
P4677 | Hands-off | Taxable | USD | 2025-07-18 | 718,838 | 41,936 | 676,902 | 1 | 58.2 | 28 | 8 | 5.8 | GLD:33.3%;MUB:33.3%;IEF:33.3% | US:62.9;EU:16.4;APAC:10.8;EM:7.5;Other:2.4 | Value:+0.9;Growth:+0.8;Quality:+0.9;Size:-0.8;Momentum:+0.8;LowVol:-0.9 | ESGOnly | 6 | 25 | 4.5 | trailing 10% | 149 | 13.1 | Sideways | 15.1 | 4.91 | 3.4 | 129 | 14 | 65 | 49 | false | Sell | Trim extended winner -1% | 25 | -12 | BrokerB | LMT | 91 | null | null | Normal monitoring | 11 | 6 | 11 | 3 | false | Tax-aware sells next window |
P4678 | Hands-off | Taxable | USD | 2025-11-19 | 739,120 | 67,373 | 671,747 | 1 | 59.2 | 18 | 14 | 8.9 | HYG:28.3%;GLD:28.3%;BND:15.0%;VNQ:28.3% | US:65.8;EU:15.9;APAC:7.2;EM:9.8;Other:1.2 | Value:-0.6;Growth:+0.8;Quality:-0.3;Size:+0.5;Momentum:-0.6;LowVol:+0.8 | ESGOnly;MaxPos7% | 7 | 25 | 3.2 | hard 10% | 91 | 18.4 | Bull | 12.1 | 4.69 | 3.5 | 70 | 25 | 65 | 40 | false | Sell | Trim extended winner -1% | 2 | -34 | BrokerC | VWAP | 89 | null | null | Normal monitoring | -27 | -9 | 74 | 4 | false | Increase defensive factor exposure |
P4679 | Cautious | Trust | USD | 2024-11-02 | 158,347 | 24,815 | 133,532 | 1 | 48 | 42 | 0 | 10 | TSLA:12.2%;VTI:19.7%;BND:20.3%;GLD:15.4%;AMZN:18.0%;HYG:14.4% | US:62.0;EU:19.2;APAC:11.9;EM:6.7;Other:0.2 | Value:+0.7;Growth:-0.3;Quality:-0.8;Size:+0.9;Momentum:+0.1;LowVol:-0.1 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 5.8 | trailing 8% | 164 | 19.9 | Sideways | 18.2 | 3.96 | 3.3 | 92 | 44 | 80 | 55 | false | Buy | Add to core equity +1% | 3 | -2 | BrokerA | MKT | 93 | null | null | Normal monitoring | 77 | -9 | 193 | 3 | false | Tighten stops on momentum names |
P4680 | Opportunistic | Trust | USD | 2025-03-24 | 1,025,757 | 67,105 | 958,652 | 1 | 70.8 | 10.5 | 14.1 | 4.6 | VTI:21.5%;XLF:9.6%;MUB:17.1%;VOO:21.5%;TLT:8.8%;VNQ:21.5% | US:70.3;EU:9.8;APAC:6.6;EM:11.3;Other:2.0 | Value:+0.4;Growth:-0.3;Quality:-0.2;Size:+0.2;Momentum:+0.6;LowVol:+0.5 | NoDerivatives | 8 | 35 | 4.2 | trailing 7% | 245 | 34.8 | Volatile | 29.8 | 5.36 | 2.3 | 178 | 37 | 64 | 76 | true | Hedge | Buy index puts 1% notional | 32 | -2 | BrokerB | LMT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 91 | -55 | 201 | 5 | false | Tax-aware sells next window |
P4681 | Opportunistic | 401k | USD | 2025-02-07 | 1,216,700 | 70,479 | 1,146,221 | 1.21 | 72.9 | 17.9 | 2.4 | 6.8 | BND:13.3%;TLT:18.6%;MUB:9.3%;QQQ:20.7%;VNQ:20.7%;XLF:17.4% | US:61.8;EU:18.4;APAC:5.3;EM:10.5;Other:4.0 | Value:+0.1;Growth:+0.7;Quality:+0.3;Size:-0.2;Momentum:-0.5;LowVol:-0.2 | null | 10 | 25 | 5.3 | hard 12% | 245 | 20.5 | Volatile | 28.1 | 4.78 | 2.7 | 121 | 71 | 88 | 76 | true | Rebalance | Rebalance back to target bands | 34 | -20 | BrokerD | MKT | 90 | VAR>budget | TightenStops | Risk above budget threshold | 78 | -43 | 65 | 4 | false | Tighten stops on momentum names |
P4682 | Opportunistic | 401k | USD | 2025-03-21 | 906,777 | 61,694 | 845,083 | 1 | 72.8 | 11.3 | 7.4 | 8.4 | TLT:26.6%;TSLA:20.2%;AAPL:26.6%;VTI:26.6% | US:63.9;EU:16.6;APAC:11.7;EM:3.6;Other:4.2 | Value:-0.3;Growth:-0.7;Quality:+0.1;Size:-0.0;Momentum:-0.9;LowVol:+0.4 | MaxPos6%;NoDerivatives | 10 | 30 | 4.5 | trailing 9% | 160 | 25.4 | Bear | 31.4 | 4.37 | 2.3 | 198 | -25 | 26 | 94 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | -38 | BrokerA | LMT | 96 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 27 | -8 | -7 | 2 | false | Tighten stops on momentum names |
P4683 | Active | Trust | USD | 2025-09-22 | 1,768,509 | 146,311 | 1,622,198 | 1.22 | 51.4 | 21.1 | 22.5 | 5 | QQQ:17.3%;BND:17.0%;MUB:20.2%;TLT:8.4%;VNQ:20.2%;VTI:16.8% | US:62.2;EU:15.6;APAC:9.1;EM:9.3;Other:3.8 | Value:-0.8;Growth:+0.3;Quality:-0.9;Size:+0.2;Momentum:-0.6;LowVol:+0.3 | MaxPos8%;NoDerivatives | 8 | 30 | 5.5 | trailing 8% | 196 | 26.5 | Bull | 16.4 | 4.68 | 3.2 | 112 | 90 | 80 | 41 | false | NoAction | Within bands; monitor | 13 | -20 | BrokerB | LMT | 99 | null | null | Normal monitoring | 16 | -42 | 7 | 4 | false | Tax-aware sells next window |
P4684 | Hands-off | IRA | USD | 2024-09-08 | 825,535 | 44,505 | 781,030 | 1 | 63.8 | 17.5 | 10.3 | 8.4 | GLD:25.9%;TLT:22.3%;TSLA:25.9%;QQQ:25.9% | US:57.7;EU:17.8;APAC:14.7;EM:7.3;Other:2.5 | Value:-0.9;Growth:-1.0;Quality:-0.4;Size:-0.9;Momentum:+1.0;LowVol:-0.7 | MaxPos5%;NoDerivatives | 10 | 30 | 3.1 | trailing 8% | 123 | 17.7 | Volatile | 27.7 | 5.04 | 3 | 142 | -52 | 12 | 64 | false | Rebalance | Shift +1% to bonds from equity | -8 | -9 | BrokerA | LMT | 93 | null | null | Normal monitoring | 20 | 6 | 31 | 5 | false | Tighten stops on momentum names |
P4685 | Cautious | IRA | USD | 2025-06-16 | 820,181 | 124,989 | 695,192 | 1 | 44 | 41.5 | 1.3 | 13.2 | HYG:21.9%;TSLA:19.1%;AMZN:15.5%;AAPL:21.9%;QQQ:21.6% | US:61.8;EU:13.8;APAC:12.3;EM:10.2;Other:1.9 | Value:+0.2;Growth:+0.1;Quality:-0.8;Size:-0.1;Momentum:+0.4;LowVol:-0.7 | NoMargin | 6 | 30 | 4.5 | trailing 10% | 159 | 15.9 | Sideways | 21.4 | 3.59 | 2.9 | 139 | 11 | 52 | 43 | false | Sell | Trim extended winner -1% | 13 | -6 | BrokerA | MKT | 97 | null | null | Normal monitoring | 82 | 9 | 52 | 4 | false | Monitor dispersion and breadth |
P4686 | Cautious | 401k | USD | 2025-10-28 | 780,739 | 101,100 | 679,639 | 1 | 43.7 | 35.3 | 7.8 | 13.2 | VOO:20.5%;MUB:16.4%;VTI:9.7%;TLT:20.5%;QQQ:17.5%;BND:15.3% | US:68.9;EU:7.9;APAC:11.6;EM:7.3;Other:4.4 | Value:-0.0;Growth:-0.4;Quality:-0.9;Size:-0.1;Momentum:+0.2;LowVol:+0.5 | MaxPos7%;NoMargin | 7 | 35 | 5.9 | trailing 8% | 162 | 13 | Bull | 14.7 | 4.56 | 2.3 | 79 | 101 | 92 | 36 | false | Hedge | Add TLT +1% as duration hedge | -2 | -5 | BrokerC | LMT | 87 | null | null | Normal monitoring | 28 | -20 | 29 | 5 | false | Within IPS guidelines |
P4687 | Hands-off | IRA | USD | 2025-03-22 | 206,229 | 11,111 | 195,118 | 1 | 59.3 | 21.8 | 11.9 | 7 | TLT:26.7%;BRK.B:20.0%;IEF:26.7%;MUB:26.7% | US:71.6;EU:13.1;APAC:10.0;EM:4.4;Other:0.9 | Value:+0.1;Growth:-0.1;Quality:-0.8;Size:+0.6;Momentum:+0.9;LowVol:-0.6 | ESGOnly;NoDerivatives | 10 | 25 | 4.5 | trailing 8% | 132 | 19.1 | Sideways | 15.2 | 4.42 | 2.9 | 139 | -24 | 32 | 50 | false | Buy | Add to core equity +1% | -9 | 7 | BrokerA | VWAP | 93 | null | null | Normal monitoring | -23 | 16 | -54 | 4 | false | Tax-aware sells next window |
P4688 | Opportunistic | Taxable | USD | 2024-09-13 | 527,988 | 32,983 | 495,005 | 1.24 | 68.2 | 17.9 | 7 | 6.8 | GLD:23.2%;MSFT:24.6%;BRK.B:26.1%;AAPL:26.1% | US:59.7;EU:16.5;APAC:11.4;EM:8.2;Other:4.2 | Value:-0.7;Growth:-0.5;Quality:+0.1;Size:-0.4;Momentum:-0.2;LowVol:+0.5 | null | 10 | 35 | 5.4 | trailing 7% | 238 | 33.5 | Bull | 17.2 | 4.71 | 2.4 | 104 | 49 | 79 | 61 | false | Rebalance | Shift +1% to bonds from equity | -15 | -9 | BrokerA | MKT | 87 | null | null | Normal monitoring | 37 | -26 | 18 | 5 | false | Increase defensive factor exposure |
P4689 | Hands-off | Trust | USD | 2025-09-06 | 743,285 | 33,203 | 710,082 | 1 | 64.1 | 28.2 | 0 | 7.8 | BND:10.4%;AAPL:25.7%;TSLA:12.3%;VOO:25.7%;QQQ:25.7% | US:68.2;EU:9.3;APAC:10.1;EM:11.6;Other:0.8 | Value:+0.7;Growth:-0.4;Quality:+0.1;Size:-0.8;Momentum:0.0;LowVol:-0.6 | ESGOnly | 10 | 30 | 4.9 | trailing 8% | 98 | 14.3 | Bull | 13.2 | 4.84 | 2.9 | 87 | 119 | 100 | 45 | false | Buy | Add to core equity +1% | 19 | -23 | BrokerD | MKT | 88 | null | null | Normal monitoring | 22 | 15 | 138 | 5 | false | Within IPS guidelines |
P4690 | Systematic | Taxable | USD | 2024-09-09 | 1,051,664 | 52,647 | 999,017 | 1 | 56 | 32.2 | 6.4 | 5.4 | VTI:33.3%;BRK.B:33.3%;AAPL:33.3% | US:73.7;EU:6.3;APAC:13.4;EM:6.1;Other:0.4 | Value:-0.3;Growth:+0.2;Quality:+0.4;Size:+0.6;Momentum:+0.2;LowVol:+0.5 | null | 7 | 25 | 4.7 | hard 12% | 173 | 22.8 | Sideways | 18 | 4.75 | 2.1 | 114 | 56 | 88 | 59 | true | Rebalance | Rebalance back to target bands | 10 | 9 | BrokerC | LMT | 100 | VAR>budget | Pause | Risk above budget threshold | 55 | 9 | 195 | 3 | true | Tax-aware sells next window |
P4691 | Hands-off | IRA | USD | 2025-03-20 | 549,226 | 49,748 | 499,478 | 1 | 64.3 | 17.3 | 11.1 | 7.3 | VOO:22.0%;QQQ:19.8%;GLD:22.0%;MUB:14.2%;HYG:22.0% | US:61.2;EU:18.2;APAC:7.2;EM:10.9;Other:2.5 | Value:+0.3;Growth:+0.3;Quality:+0.7;Size:+0.2;Momentum:+0.8;LowVol:+0.3 | MaxPos5% | 7 | 30 | 3.6 | trailing 8% | 116 | 19.3 | Sideways | 17.4 | 4.3 | 2.1 | 129 | 13 | 54 | 54 | false | Sell | Trim extended winner -1% | 22 | -26 | BrokerD | LMT | 98 | null | null | Normal monitoring | 76 | 2 | 113 | 4 | false | Increase defensive factor exposure |
P4692 | Opportunistic | Trust | USD | 2025-08-17 | 1,766,577 | 60,069 | 1,706,508 | 1 | 73.5 | 18.1 | 0 | 8.4 | MUB:26.5%;IEF:20.4%;TSLA:26.5%;GLD:26.5% | US:75.2;EU:9.6;APAC:8.1;EM:5.7;Other:1.4 | Value:+0.2;Growth:0.0;Quality:-0.7;Size:-0.3;Momentum:-0.6;LowVol:-0.0 | null | 5 | 35 | 6.6 | trailing 9% | 187 | 22.1 | Sideways | 14.4 | 4.39 | 3 | 104 | 53 | 71 | 43 | false | Hedge | Add TLT +1% as duration hedge | 14 | -40 | BrokerD | LMT | 95 | null | null | Normal monitoring | 19 | -10 | 115 | 4 | false | Tax-aware sells next window |
P4693 | Cautious | Roth | USD | 2025-05-03 | 289,207 | 44,227 | 244,980 | 1 | 48.3 | 35.9 | 0 | 15.8 | TLT:25.7%;XLF:25.7%;IEF:25.7%;BRK.B:22.9% | US:67.6;EU:11.5;APAC:8.6;EM:9.7;Other:2.7 | Value:+0.1;Growth:-0.4;Quality:+0.6;Size:-0.7;Momentum:+0.5;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 6 | hard 10% | 168 | 13 | Bear | 22.2 | 3.49 | 1.3 | 177 | -79 | 22 | 47 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | -33 | BrokerB | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 102 | 6 | 104 | 3 | false | Tax-aware sells next window |
P4694 | Cautious | 401k | USD | 2024-11-14 | 559,038 | 65,914 | 493,124 | 1 | 39.6 | 30.9 | 13.1 | 16.4 | VNQ:25.8%;TSLA:10.1%;QQQ:12.3%;MUB:25.8%;MSFT:25.8% | US:74.7;EU:7.0;APAC:7.2;EM:8.5;Other:2.6 | Value:-0.8;Growth:-0.8;Quality:+0.7;Size:-0.4;Momentum:-0.6;LowVol:+0.3 | MaxPos5%;NoMargin | 8 | 35 | 3.5 | trailing 8% | 113 | 12.1 | Sideways | 21.3 | 3.88 | 3.1 | 95 | 37 | 81 | 39 | false | NoAction | Within bands; monitor | -15 | -15 | BrokerD | VWAP | 95 | null | null | Normal monitoring | -30 | -44 | 13 | 5 | false | Monitor dispersion and breadth |
P4695 | Cautious | Taxable | USD | 2025-06-16 | 554,045 | 53,249 | 500,796 | 1 | 44.6 | 40.2 | 0 | 15.2 | VTI:22.3%;BRK.B:22.3%;QQQ:22.3%;GLD:9.5%;AAPL:14.0%;XLF:9.5% | US:69.4;EU:5.9;APAC:11.6;EM:9.3;Other:3.8 | Value:-0.6;Growth:-0.7;Quality:+0.6;Size:-0.5;Momentum:-0.2;LowVol:-0.7 | MaxPos8%;NoMargin | 6 | 25 | 4.1 | trailing 10% | 106 | 19.1 | Bull | 17.7 | 4.86 | 2.6 | 72 | 56 | 80 | 46 | false | Buy | Add to core equity +1% | 4 | 15 | BrokerA | LMT | 97 | null | null | Normal monitoring | 83 | -44 | 68 | 4 | false | Tighten stops on momentum names |
P4696 | Hands-off | IRA | USD | 2025-08-22 | 231,002 | 14,728 | 216,274 | 1 | 57.7 | 19.7 | 17.2 | 5.3 | TLT:34.4%;TSLA:34.4%;BRK.B:31.1% | US:62.0;EU:14.1;APAC:13.4;EM:8.6;Other:1.8 | Value:+0.4;Growth:+0.2;Quality:+0.9;Size:+0.8;Momentum:-0.4;LowVol:-0.3 | ESGOnly;NoDerivatives | 7 | 30 | 3.8 | trailing 8% | 128 | 15.3 | Bull | 14.8 | 4.68 | 3.3 | 96 | 22 | 56 | 35 | false | NoAction | Within bands; monitor | 12 | -1 | BrokerC | LMT | 100 | null | null | Normal monitoring | 46 | -42 | 51 | 5 | false | Tax-aware sells next window |
P4697 | Systematic | Trust | USD | 2025-11-19 | 1,067,947 | 64,620 | 1,003,327 | 1 | 57.7 | 27.3 | 8.5 | 6.5 | QQQ:13.4%;VTI:24.6%;TLT:24.6%;BND:24.6%;GLD:12.9% | US:71.7;EU:11.9;APAC:9.1;EM:6.7;Other:0.6 | Value:-0.4;Growth:+0.3;Quality:-0.4;Size:+0.9;Momentum:+1.0;LowVol:+0.4 | MaxPos5%;NoDerivatives | 6 | 25 | 4.9 | trailing 9% | 193 | 19.9 | Bull | 13 | 3.97 | 2.4 | 107 | 30 | 63 | 32 | false | Sell | Trim extended winner -1% | 30 | -3 | BrokerD | VWAP | 91 | null | null | Normal monitoring | -59 | -18 | 33 | 4 | false | Tax-aware sells next window |
P4698 | Active | Taxable | USD | 2025-11-02 | 1,153,089 | 133,538 | 1,019,551 | 1.23 | 61.7 | 22.5 | 7.3 | 8.5 | VTI:22.9%;VOO:10.5%;BND:21.4%;AMZN:22.9%;TSLA:22.3% | US:58.2;EU:17.5;APAC:12.4;EM:9.9;Other:1.9 | Value:+0.1;Growth:-0.7;Quality:-0.6;Size:-0.8;Momentum:-0.7;LowVol:-0.3 | NoDerivatives | 10 | 30 | 5.9 | trailing 8% | 216 | 26.4 | Volatile | 28.9 | 3.94 | 3.1 | 146 | 55 | 65 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | 10 | BrokerB | VWAP | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 86 | -10 | 221 | 4 | false | Tax-aware sells next window |
P4699 | Systematic | Roth | USD | 2024-12-21 | 800,966 | 56,870 | 744,096 | 1 | 58.1 | 23.7 | 13 | 5.2 | BND:33.3%;TLT:33.3%;AAPL:33.3% | US:71.0;EU:10.8;APAC:12.9;EM:5.2;Other:0.2 | Value:+0.1;Growth:+0.7;Quality:+0.7;Size:+0.2;Momentum:-0.4;LowVol:+0.1 | MaxPos7% | 10 | 35 | 4.2 | hard 12% | 220 | 16.3 | Bull | 17 | 4.48 | 3 | 118 | 113 | 100 | 38 | false | Buy | Add to core equity +1% | 8 | -31 | BrokerD | MKT | 97 | null | null | Normal monitoring | 68 | -17 | 101 | 4 | false | Tax-aware sells next window |
P4700 | Hands-off | Trust | USD | 2025-07-08 | 707,702 | 34,873 | 672,829 | 1 | 70.2 | 22.1 | 0 | 7.8 | VOO:23.9%;AMZN:10.4%;TSLA:11.6%;BRK.B:23.9%;XLF:18.3%;AAPL:11.9% | US:65.1;EU:20.1;APAC:6.6;EM:3.6;Other:4.6 | Value:+0.6;Growth:-0.1;Quality:+0.1;Size:0.0;Momentum:+0.6;LowVol:-0.2 | ESGOnly;MaxPos5% | 8 | 30 | 4.3 | trailing 8% | 106 | 18.1 | Sideways | 20 | 4.11 | 3 | 117 | -11 | 41 | 54 | false | Rebalance | Shift +1% to bonds from equity | 8 | 12 | BrokerA | LMT | 89 | null | null | Normal monitoring | 50 | -14 | 66 | 4 | false | Monitor dispersion and breadth |
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