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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4701 | Hands-off | Trust | USD | 2024-10-16 | 724,071 | 40,183 | 683,888 | 1 | 70.6 | 17.8 | 2 | 9.6 | TLT:18.9%;MUB:23.1%;BND:29.0%;QQQ:29.0% | US:74.6;EU:11.9;APAC:6.6;EM:4.6;Other:2.3 | Value:+0.8;Growth:-0.6;Quality:+0.3;Size:-0.1;Momentum:-0.4;LowVol:+1.0 | null | 7 | 35 | 3.3 | hard 10% | 165 | 12.4 | Sideways | 14.6 | 4.87 | 2.7 | 104 | -13 | 57 | 47 | false | Sell | Trim extended winner -1% | 12 | 14 | BrokerC | LMT | 99 | null | null | Normal monitoring | -34 | -55 | -64 | 4 | false | Monitor dispersion and breadth |
P4702 | Systematic | Roth | USD | 2024-10-12 | 1,268,332 | 95,495 | 1,172,837 | 1 | 66 | 22.3 | 4.5 | 7.2 | AAPL:16.1%;BND:24.5%;IEF:24.5%;MSFT:12.7%;TSLA:22.2% | US:71.8;EU:10.5;APAC:8.2;EM:6.5;Other:3.0 | Value:+0.2;Growth:-0.7;Quality:-0.8;Size:-0.3;Momentum:-0.8;LowVol:-0.1 | MaxPos6% | 10 | 30 | 5.1 | trailing 8% | 207 | 17 | Bull | 15.8 | 3.66 | 2 | 92 | 9 | 46 | 60 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | 10 | BrokerA | MKT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 55 | -52 | 22 | 2 | false | Tighten stops on momentum names |
P4703 | Systematic | 401k | USD | 2024-12-07 | 1,384,104 | 133,551 | 1,250,553 | 1 | 58.6 | 29.4 | 5.3 | 6.6 | TLT:20.1%;VNQ:19.3%;GLD:14.0%;AAPL:18.5%;IEF:19.8%;QQQ:8.3% | US:75.2;EU:9.0;APAC:7.1;EM:5.9;Other:2.8 | Value:-0.1;Growth:+0.2;Quality:+0.9;Size:-0.2;Momentum:-0.7;LowVol:-0.2 | MaxPos7% | 10 | 30 | 5.9 | trailing 8% | 170 | 27.8 | Bear | 26.1 | 3.46 | 1.7 | 208 | 6 | 44 | 58 | false | Buy | Add to core equity +1% | 31 | 1 | BrokerC | LMT | 87 | null | null | Normal monitoring | 86 | -52 | 88 | 4 | false | Tighten stops on momentum names |
P4704 | Hands-off | Taxable | USD | 2025-11-26 | 786,622 | 52,382 | 734,240 | 1 | 68.9 | 23.3 | 0 | 7.8 | XLF:21.6%;MSFT:15.7%;BND:21.6%;TLT:19.6%;AMZN:21.6% | US:63.7;EU:12.5;APAC:9.4;EM:11.6;Other:2.7 | Value:-0.5;Growth:-0.2;Quality:+0.2;Size:+0.7;Momentum:+0.3;LowVol:+0.6 | null | 7 | 30 | 3.5 | trailing 8% | 165 | 16.6 | Bear | 23.5 | 3.11 | 2.4 | 179 | -115 | 5 | 76 | true | Hedge | Buy index puts 1% notional | 28 | 4 | BrokerC | MKT | 93 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 107 | -10 | 212 | 4 | false | Increase defensive factor exposure |
P4705 | Opportunistic | Trust | USD | 2025-12-15 | 1,603,210 | 124,561 | 1,478,649 | 1 | 68.7 | 17.3 | 9 | 5 | VTI:18.2%;MSFT:22.2%;IEF:18.5%;TLT:22.2%;AMZN:18.9% | US:58.7;EU:14.2;APAC:14.8;EM:10.4;Other:1.8 | Value:-1.0;Growth:+0.5;Quality:+0.5;Size:+0.9;Momentum:+0.7;LowVol:+0.1 | NoDerivatives | 5 | 25 | 6.2 | hard 12% | 271 | 28 | Sideways | 15.7 | 4.92 | 3.2 | 121 | 11 | 60 | 43 | false | Rebalance | Shift +1% to bonds from equity | -15 | -4 | BrokerC | MKT | 95 | null | null | Normal monitoring | 32 | -43 | 147 | 5 | false | Tighten stops on momentum names |
P4706 | Opportunistic | Roth | USD | 2024-07-13 | 1,543,879 | 61,709 | 1,482,170 | 1 | 62.4 | 20.2 | 9.3 | 8.1 | VNQ:19.7%;AAPL:8.9%;MSFT:13.5%;QQQ:19.5%;TLT:19.2%;VTI:19.0% | US:66.7;EU:13.6;APAC:11.0;EM:7.4;Other:1.3 | Value:+0.2;Growth:-0.7;Quality:-0.2;Size:+0.3;Momentum:+0.4;LowVol:-0.3 | null | 7 | 35 | 4 | hard 12% | 178 | 34.1 | Bull | 14.1 | 4.34 | 3.5 | 89 | 49 | 71 | 49 | false | Sell | Trim extended winner -1% | 1 | -16 | BrokerC | MKT | 95 | null | null | Normal monitoring | -51 | -58 | 78 | 5 | false | Within IPS guidelines |
P4707 | Hands-off | IRA | USD | 2024-07-14 | 299,534 | 16,541 | 282,993 | 1 | 68 | 15.5 | 9.7 | 6.9 | XLF:14.1%;MSFT:20.2%;AMZN:9.6%;VOO:14.8%;MUB:20.6%;GLD:20.6% | US:71.6;EU:10.1;APAC:7.1;EM:9.4;Other:1.8 | Value:+0.7;Growth:-0.8;Quality:+0.9;Size:-0.7;Momentum:+0.8;LowVol:+0.9 | null | 10 | 35 | 4.4 | hard 10% | 170 | 12.7 | Volatile | 21.3 | 5.19 | 2.1 | 136 | 45 | 62 | 65 | true | Rebalance | Rebalance back to target bands | 32 | -36 | BrokerC | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -6 | -38 | 92 | 2 | false | Tax-aware sells next window |
P4708 | Active | Trust | USD | 2025-05-20 | 2,481,921 | 249,754 | 2,232,167 | 1 | 59.6 | 28.2 | 5.9 | 6.4 | AMZN:17.9%;BND:21.1%;TLT:22.1%;GLD:16.8%;HYG:22.1% | US:70.8;EU:7.0;APAC:7.0;EM:11.9;Other:3.4 | Value:+0.1;Growth:-0.2;Quality:-0.8;Size:+0.3;Momentum:-0.3;LowVol:-0.3 | NoDerivatives | 10 | 35 | 5.8 | trailing 9% | 173 | 16.6 | Volatile | 31.6 | 4.72 | 4.2 | 135 | -16 | 34 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | 2 | BrokerC | MKT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 68 | -3 | 126 | 5 | false | Increase defensive factor exposure |
P4709 | Cautious | IRA | USD | 2024-09-24 | 632,192 | 57,442 | 574,750 | 1 | 46.8 | 31 | 11.4 | 10.8 | AMZN:13.5%;IEF:20.6%;GLD:9.8%;TLT:20.6%;VTI:18.0%;BND:17.4% | US:57.5;EU:15.0;APAC:11.5;EM:11.1;Other:4.8 | Value:+0.8;Growth:-0.4;Quality:-0.1;Size:-0.8;Momentum:+0.6;LowVol:-0.2 | ESGOnly;NoMargin | 7 | 30 | 4.4 | trailing 8% | 135 | 14.2 | Bull | 16.8 | 4.72 | 3.1 | 118 | 115 | 97 | 48 | false | Sell | Trim extended winner -1% | -11 | -31 | BrokerD | LMT | 95 | null | null | Normal monitoring | 8 | -1 | -23 | 5 | false | Monitor dispersion and breadth |
P4710 | Systematic | Roth | USD | 2024-07-25 | 1,852,788 | 164,182 | 1,688,606 | 1 | 59 | 31.5 | 0 | 9.6 | AAPL:22.6%;TLT:22.3%;AMZN:22.6%;VOO:22.6%;IEF:9.9% | US:70.7;EU:11.7;APAC:9.5;EM:7.8;Other:0.3 | Value:-0.5;Growth:+0.2;Quality:+0.1;Size:-0.8;Momentum:-0.6;LowVol:+0.7 | NoDerivatives | 5 | 25 | 5.6 | trailing 9% | 198 | 20.7 | Volatile | 24.6 | 5.18 | 2.7 | 179 | 73 | 100 | 54 | false | Rebalance | Shift +1% to bonds from equity | -8 | -12 | BrokerD | MKT | 99 | null | null | Normal monitoring | 116 | -6 | 212 | 5 | false | Tax-aware sells next window |
P4711 | Active | Roth | USD | 2024-09-10 | 505,498 | 47,649 | 457,849 | 1.22 | 55.1 | 19.7 | 17.3 | 7.9 | BND:33.3%;QQQ:33.3%;HYG:33.3% | US:74.8;EU:9.7;APAC:7.0;EM:4.8;Other:3.6 | Value:+0.5;Growth:-0.4;Quality:-0.5;Size:-0.9;Momentum:-0.8;LowVol:-0.5 | null | 10 | 35 | 5.8 | trailing 8% | 162 | 27.4 | Bear | 22.9 | 3.69 | 1.6 | 210 | -25 | 26 | 62 | false | Buy | Add to core equity +1% | -11 | -33 | BrokerC | LMT | 97 | null | null | Normal monitoring | 106 | 19 | 75 | 5 | false | Increase defensive factor exposure |
P4712 | Cautious | IRA | USD | 2024-09-24 | 666,195 | 71,834 | 594,361 | 1 | 41.4 | 36.2 | 7.1 | 15.3 | AMZN:24.5%;AAPL:27.4%;HYG:27.4%;TLT:20.7% | US:71.7;EU:9.3;APAC:11.1;EM:6.4;Other:1.4 | Value:+0.7;Growth:+0.3;Quality:+0.6;Size:+0.9;Momentum:-0.7;LowVol:+0.1 | NoDerivatives;NoMargin | 6 | 35 | 4.5 | trailing 8% | 100 | 19.5 | Bull | 17.6 | 4.52 | 2.7 | 103 | 31 | 55 | 44 | true | Hedge | Buy index puts 1% notional | 21 | -39 | BrokerC | VWAP | 97 | VAR>budget | TightenStops | Risk above budget threshold | 16 | -19 | 85 | 4 | false | Within IPS guidelines |
P4713 | Hands-off | Taxable | USD | 2025-05-17 | 598,184 | 57,845 | 540,339 | 1 | 68.6 | 25.4 | 0 | 6.1 | MUB:33.3%;BND:33.3%;QQQ:33.3% | US:56.7;EU:17.4;APAC:12.5;EM:9.6;Other:3.8 | Value:-0.5;Growth:-0.7;Quality:+0.8;Size:+0.5;Momentum:+0.7;LowVol:-0.9 | ESGOnly;NoDerivatives | 10 | 35 | 6 | trailing 10% | 112 | 17.8 | Bear | 29.1 | 3.54 | 2.6 | 170 | -117 | 5 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 6 | 10 | BrokerD | MKT | 89 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -16 | -52 | 59 | 2 | false | Tighten stops on momentum names |
P4714 | Active | 401k | USD | 2025-06-19 | 1,513,294 | 162,672 | 1,350,622 | 1.18 | 60.9 | 29.8 | 2.5 | 6.8 | IEF:21.8%;TLT:19.0%;AAPL:19.7%;BND:21.8%;HYG:17.7% | US:72.4;EU:13.8;APAC:6.4;EM:4.6;Other:2.8 | Value:+0.9;Growth:+0.4;Quality:+1.0;Size:+0.5;Momentum:+0.4;LowVol:+0.6 | null | 7 | 35 | 4.1 | hard 12% | 154 | 21.2 | Volatile | 25.7 | 4.97 | 2 | 138 | 0 | 61 | 76 | true | Rebalance | Rebalance back to target bands | 11 | -31 | BrokerC | LMT | 99 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 67 | -3 | 59 | 5 | false | Within IPS guidelines |
P4715 | Hands-off | Taxable | USD | 2025-05-04 | 257,621 | 19,535 | 238,086 | 1 | 65.9 | 25.9 | 0.3 | 7.9 | GLD:24.1%;MUB:25.4%;TSLA:25.1%;AAPL:25.4% | US:64.6;EU:9.2;APAC:16.8;EM:3.9;Other:5.4 | Value:-0.2;Growth:-0.0;Quality:+0.5;Size:-1.0;Momentum:-0.0;LowVol:+0.6 | NoDerivatives | 6 | 30 | 4.4 | trailing 10% | 109 | 15.5 | Sideways | 19.5 | 3.74 | 2.9 | 116 | 31 | 50 | 57 | false | Buy | Add to core equity +1% | 14 | -11 | BrokerB | LMT | 90 | null | null | Normal monitoring | 98 | 15 | 193 | 3 | false | Within IPS guidelines |
P4716 | Systematic | Trust | USD | 2024-08-30 | 615,918 | 31,386 | 584,532 | 1 | 55.9 | 21 | 13.8 | 9.2 | MSFT:23.0%;BND:22.4%;AMZN:19.6%;BRK.B:23.0%;VTI:11.9% | US:56.4;EU:15.8;APAC:12.7;EM:11.1;Other:4.0 | Value:+0.3;Growth:-0.4;Quality:+0.1;Size:+0.2;Momentum:-0.2;LowVol:-0.9 | null | 5 | 30 | 5.2 | trailing 9% | 195 | 24.3 | Bull | 14.9 | 4.44 | 3 | 85 | 84 | 100 | 51 | false | Sell | Trim extended winner -1% | 33 | -32 | BrokerB | LMT | 85 | null | null | Normal monitoring | 68 | -25 | 129 | 3 | false | Monitor dispersion and breadth |
P4717 | Systematic | Roth | USD | 2025-12-23 | 1,644,492 | 99,185 | 1,545,307 | 1 | 64 | 26.6 | 0 | 9.4 | BND:22.2%;TSLA:15.1%;HYG:22.2%;IEF:22.2%;XLF:8.8%;VTI:9.5% | US:72.8;EU:6.2;APAC:6.9;EM:10.6;Other:3.7 | Value:-1.0;Growth:+0.8;Quality:-0.9;Size:+0.9;Momentum:0.0;LowVol:+1.0 | MaxPos6% | 8 | 30 | 4.2 | trailing 9% | 136 | 20.2 | Bear | 33.7 | 4.43 | 3 | 152 | -97 | 5 | 95 | true | Hedge | Buy index puts 1% notional | 10 | -30 | BrokerB | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 116 | -40 | 191 | 5 | false | Within IPS guidelines |
P4718 | Opportunistic | Taxable | USD | 2025-02-13 | 575,783 | 28,131 | 547,652 | 1 | 63 | 14.8 | 16.5 | 5.7 | MUB:25.8%;BND:25.8%;TSLA:25.8%;MSFT:12.7%;XLF:9.8% | US:68.3;EU:10.3;APAC:11.0;EM:7.1;Other:3.3 | Value:+0.1;Growth:-0.0;Quality:-0.3;Size:-0.2;Momentum:-0.4;LowVol:+0.2 | MaxPos8% | 8 | 35 | 6.8 | hard 12% | 274 | 32.6 | Bear | 30.7 | 4.27 | 2.4 | 186 | -104 | 5 | 80 | true | Hedge | Buy index puts 1% notional | 21 | -14 | BrokerA | MKT | 96 | VAR>budget | Reduce | Risk above budget threshold | 0 | -2 | -32 | 4 | false | Monitor dispersion and breadth |
P4719 | Cautious | 401k | USD | 2025-02-07 | 859,318 | 75,149 | 784,169 | 1 | 40.3 | 34.3 | 11.6 | 13.8 | QQQ:20.9%;VOO:26.8%;VNQ:26.8%;MSFT:12.3%;XLF:13.2% | US:78.7;EU:8.0;APAC:8.2;EM:4.1;Other:0.9 | Value:-0.8;Growth:-0.1;Quality:+0.9;Size:-0.1;Momentum:-0.2;LowVol:+0.3 | ESGOnly;NoMargin | 7 | 30 | 4.2 | trailing 8% | 117 | 14.6 | Volatile | 24.3 | 4 | 3 | 156 | -14 | 37 | 47 | false | Buy | Add to core equity +1% | -12 | -24 | BrokerD | LMT | 91 | null | null | Normal monitoring | -27 | 5 | 75 | 4 | false | Within IPS guidelines |
P4720 | Active | Trust | USD | 2024-11-20 | 2,320,741 | 233,872 | 2,086,869 | 1.22 | 60.2 | 21.7 | 12.2 | 6 | IEF:33.3%;VOO:33.3%;AMZN:33.3% | US:66.0;EU:9.2;APAC:16.7;EM:3.8;Other:4.3 | Value:0.0;Growth:+0.3;Quality:-0.5;Size:+0.5;Momentum:-0.2;LowVol:+0.1 | MaxPos8% | 8 | 25 | 5 | hard 12% | 196 | 17.4 | Bull | 11.5 | 3.96 | 2.4 | 74 | 60 | 67 | 47 | false | Buy | Add to core equity +1% | 0 | -11 | BrokerC | LMT | 90 | null | null | Normal monitoring | 91 | -50 | 156 | 3 | false | Within IPS guidelines |
P4721 | Systematic | Roth | USD | 2025-04-20 | 890,579 | 75,252 | 815,327 | 1 | 55.8 | 29.4 | 6.4 | 8.5 | GLD:25.0%;VOO:25.0%;MUB:25.0%;TSLA:25.0% | US:77.3;EU:6.1;APAC:10.9;EM:4.2;Other:1.5 | Value:+0.1;Growth:-0.0;Quality:0.0;Size:+0.4;Momentum:+0.1;LowVol:-1.0 | null | 10 | 30 | 6 | trailing 9% | 208 | 17.4 | Sideways | 18.9 | 5 | 3.2 | 122 | 46 | 63 | 44 | false | Rebalance | Shift +1% to bonds from equity | 30 | -18 | BrokerD | VWAP | 96 | null | null | Normal monitoring | 12 | -2 | 116 | 5 | false | Within IPS guidelines |
P4722 | Hands-off | 401k | USD | 2024-12-21 | 190,856 | 16,985 | 173,871 | 1 | 66.3 | 17.5 | 8.3 | 7.9 | VNQ:33.3%;AMZN:33.3%;BRK.B:33.3% | US:78.8;EU:5.6;APAC:8.9;EM:5.4;Other:1.3 | Value:+0.9;Growth:-0.8;Quality:+0.7;Size:+0.4;Momentum:+0.6;LowVol:-0.9 | ESGOnly;MaxPos7% | 7 | 35 | 5 | trailing 8% | 134 | 19.6 | Bull | 14.3 | 3.72 | 3 | 98 | 78 | 100 | 54 | false | Rebalance | Shift +1% to bonds from equity | 17 | -31 | BrokerB | VWAP | 86 | null | null | Normal monitoring | 51 | -17 | 33 | 4 | false | Increase defensive factor exposure |
P4723 | Hands-off | Taxable | USD | 2025-08-28 | 353,675 | 22,129 | 331,546 | 1 | 66.8 | 27 | 0 | 6.3 | MSFT:36.9%;VNQ:26.1%;HYG:36.9% | US:65.4;EU:18.0;APAC:11.4;EM:5.1;Other:0.1 | Value:-0.7;Growth:+0.1;Quality:-0.8;Size:+0.6;Momentum:0.0;LowVol:+0.5 | MaxPos6% | 7 | 30 | 5.8 | hard 10% | 119 | 14.1 | Sideways | 21.8 | 4.63 | 2.5 | 104 | -27 | 28 | 68 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -4 | BrokerB | MKT | 92 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 61 | -1 | 147 | 3 | false | Increase defensive factor exposure |
P4724 | Hands-off | Taxable | USD | 2025-09-28 | 710,455 | 60,463 | 649,992 | 1 | 58.8 | 22.9 | 10.4 | 8 | AMZN:19.3%;BND:27.7%;VOO:27.7%;VNQ:25.2% | US:73.0;EU:7.8;APAC:11.4;EM:6.8;Other:1.1 | Value:-0.3;Growth:-0.3;Quality:+0.7;Size:-0.1;Momentum:-0.9;LowVol:+0.1 | ESGOnly;MaxPos7%;NoDerivatives | 7 | 30 | 4.6 | hard 10% | 136 | 16.7 | Bear | 24.2 | 3.91 | 1.1 | 166 | -114 | 5 | 71 | true | Hedge | Buy index puts 1% notional | 33 | 3 | BrokerC | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 32 | -23 | 19 | 3 | false | Tax-aware sells next window |
P4725 | Active | Taxable | USD | 2024-08-12 | 1,235,421 | 100,305 | 1,135,116 | 1 | 54 | 27.7 | 9.6 | 8.7 | VOO:21.3%;BND:19.7%;MSFT:21.3%;VNQ:18.3%;AMZN:19.4% | US:58.1;EU:15.0;APAC:13.1;EM:9.5;Other:4.3 | Value:+0.8;Growth:-0.5;Quality:+0.5;Size:+0.7;Momentum:+0.7;LowVol:-0.7 | MaxPos6%;NoDerivatives | 10 | 25 | 5.8 | trailing 8% | 222 | 27.9 | Sideways | 15.8 | 4.65 | 3 | 106 | 59 | 75 | 36 | false | Rebalance | Shift +1% to bonds from equity | -8 | 0 | BrokerD | LMT | 88 | null | null | Normal monitoring | -36 | -59 | 82 | 4 | false | Increase defensive factor exposure |
P4726 | Cautious | Taxable | USD | 2025-06-22 | 516,748 | 71,870 | 444,878 | 1 | 38.7 | 44.3 | 0 | 17 | TLT:26.7%;VOO:36.6%;HYG:36.6% | US:66.4;EU:9.7;APAC:9.1;EM:10.6;Other:4.2 | Value:+0.5;Growth:-0.3;Quality:-0.8;Size:-1.0;Momentum:-0.0;LowVol:-0.8 | ESGOnly;NoMargin | 8 | 30 | 3.2 | trailing 8% | 95 | 18.3 | Bull | 15.9 | 3.52 | 3.5 | 77 | 104 | 89 | 31 | false | Buy | Add to core equity +1% | 29 | -35 | BrokerA | VWAP | 92 | null | null | Normal monitoring | -20 | 1 | -57 | 5 | false | Within IPS guidelines |
P4727 | Hands-off | Roth | USD | 2025-11-20 | 646,399 | 48,118 | 598,281 | 1 | 64.8 | 18.6 | 8 | 8.6 | IEF:27.5%;VOO:27.5%;BND:25.5%;HYG:19.6% | US:58.7;EU:14.8;APAC:13.8;EM:11.6;Other:1.0 | Value:-0.9;Growth:-0.9;Quality:+0.6;Size:-1.0;Momentum:-0.5;LowVol:-0.3 | null | 6 | 35 | 5.3 | hard 10% | 150 | 19.2 | Sideways | 20 | 3.92 | 2 | 90 | -28 | 51 | 56 | false | Rebalance | Shift +1% to bonds from equity | 3 | 3 | BrokerD | LMT | 90 | null | null | Normal monitoring | -31 | -29 | 80 | 5 | false | Monitor dispersion and breadth |
P4728 | Hands-off | Trust | USD | 2024-10-23 | 597,107 | 43,378 | 553,729 | 1 | 65 | 21.5 | 5.9 | 7.6 | VOO:35.2%;IEF:29.6%;TLT:35.2% | US:66.4;EU:13.7;APAC:11.7;EM:5.4;Other:2.9 | Value:-0.9;Growth:+0.5;Quality:-0.7;Size:+1.0;Momentum:+0.6;LowVol:-1.0 | null | 5 | 35 | 3.7 | hard 10% | 106 | 12.1 | Sideways | 20.3 | 3.53 | 2.7 | 107 | 57 | 86 | 54 | false | Rebalance | Shift +1% to bonds from equity | 18 | -36 | BrokerD | LMT | 99 | null | null | Normal monitoring | 29 | -48 | 121 | 4 | false | Monitor dispersion and breadth |
P4729 | Opportunistic | IRA | USD | 2024-09-05 | 875,418 | 37,872 | 837,546 | 1 | 66.6 | 14.7 | 11.4 | 7.3 | BRK.B:20.8%;GLD:17.0%;IEF:13.0%;QQQ:17.5%;MUB:13.1%;VTI:18.6% | US:65.3;EU:17.8;APAC:8.9;EM:7.0;Other:1.0 | Value:+0.3;Growth:-0.1;Quality:-0.2;Size:+0.8;Momentum:+0.6;LowVol:-0.5 | NoDerivatives | 6 | 35 | 4.2 | trailing 7% | 195 | 24.5 | Bull | 14.9 | 3.64 | 2.1 | 104 | 19 | 71 | 42 | false | Buy | Add to core equity +1% | 21 | 10 | BrokerB | VWAP | 94 | null | null | Normal monitoring | -24 | 5 | -43 | 3 | false | Within IPS guidelines |
P4730 | Active | Roth | USD | 2025-03-26 | 2,388,485 | 204,398 | 2,184,087 | 1 | 61.5 | 30.9 | 0 | 7.6 | MSFT:25.0%;VNQ:25.0%;GLD:25.0%;TLT:25.0% | US:69.1;EU:13.9;APAC:9.3;EM:3.6;Other:4.1 | Value:-0.0;Growth:+0.3;Quality:-0.5;Size:+0.9;Momentum:-0.0;LowVol:0.0 | null | 6 | 25 | 4.3 | trailing 9% | 165 | 24.1 | Volatile | 28 | 4.54 | 2.4 | 153 | 46 | 81 | 63 | false | Rebalance | Shift +1% to bonds from equity | 0 | -20 | BrokerC | MKT | 85 | null | null | Normal monitoring | 8 | -20 | 141 | 4 | false | Tax-aware sells next window |
P4731 | Hands-off | Taxable | USD | 2024-11-17 | 240,283 | 16,030 | 224,253 | 1 | 70.3 | 17.3 | 3.9 | 8.6 | MUB:33.3%;BRK.B:33.3%;HYG:33.3% | US:66.4;EU:15.9;APAC:7.9;EM:6.9;Other:2.9 | Value:-0.9;Growth:+0.7;Quality:-0.1;Size:+0.4;Momentum:-0.5;LowVol:-0.3 | ESGOnly;MaxPos6% | 5 | 35 | 3.9 | trailing 8% | 140 | 18.9 | Volatile | 29.7 | 5.48 | 2.7 | 117 | 42 | 72 | 72 | true | Rebalance | Rebalance back to target bands | 0 | -17 | BrokerA | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 71 | -39 | 180 | 2 | false | Tighten stops on momentum names |
P4732 | Hands-off | Trust | USD | 2024-10-21 | 667,515 | 65,777 | 601,738 | 1 | 59.4 | 18.5 | 12.5 | 9.6 | AMZN:24.3%;TLT:24.3%;XLF:15.7%;MSFT:23.4%;GLD:12.4% | US:65.8;EU:12.2;APAC:10.7;EM:10.2;Other:1.1 | Value:+0.3;Growth:-0.5;Quality:+0.5;Size:-0.6;Momentum:+0.6;LowVol:-0.2 | MaxPos6% | 6 | 25 | 5.6 | hard 10% | 112 | 15.5 | Bull | 17.7 | 4.46 | 3.1 | 110 | 34 | 70 | 60 | false | Buy | Add to core equity +1% | 32 | -18 | BrokerD | LMT | 100 | null | null | Normal monitoring | 100 | 1 | 77 | 4 | false | Tighten stops on momentum names |
P4733 | Hands-off | 401k | USD | 2025-05-08 | 838,405 | 58,361 | 780,044 | 1 | 62.9 | 29.3 | 0 | 7.8 | VTI:26.3%;QQQ:21.2%;XLF:26.3%;VNQ:26.3% | US:68.9;EU:16.2;APAC:9.7;EM:4.2;Other:1.0 | Value:-0.5;Growth:+0.7;Quality:+0.4;Size:+0.1;Momentum:-0.7;LowVol:+1.0 | null | 5 | 35 | 3.4 | trailing 10% | 148 | 18.7 | Sideways | 14.6 | 4.23 | 2.4 | 119 | 16 | 48 | 53 | true | Hedge | Buy index puts 1% notional | 2 | -11 | BrokerB | LMT | 86 | VAR>budget | Hedge | Risk above budget threshold | -38 | -26 | 22 | 4 | false | Tighten stops on momentum names |
P4734 | Active | Taxable | USD | 2025-08-03 | 2,443,006 | 253,073 | 2,189,933 | 1.21 | 63.2 | 30.4 | 0 | 6.4 | VNQ:27.6%;BND:17.1%;BRK.B:27.6%;TSLA:27.6% | US:62.9;EU:14.7;APAC:11.4;EM:7.2;Other:3.8 | Value:+0.8;Growth:+0.8;Quality:+0.1;Size:-0.7;Momentum:+0.5;LowVol:+0.3 | MaxPos5% | 5 | 35 | 5.6 | trailing 8% | 139 | 21 | Volatile | 30.1 | 4.35 | 2.3 | 172 | -10 | 58 | 73 | true | Hedge | Buy index puts 1% notional | 13 | -17 | BrokerB | MKT | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -14 | -48 | 36 | 2 | false | Monitor dispersion and breadth |
P4735 | Hands-off | 401k | USD | 2025-06-27 | 366,853 | 33,052 | 333,801 | 1 | 57.5 | 19.6 | 17.6 | 5.2 | QQQ:11.4%;MUB:12.6%;TLT:22.5%;MSFT:13.0%;BND:18.0%;VOO:22.5% | US:68.0;EU:15.8;APAC:9.7;EM:6.4;Other:0.2 | Value:-0.5;Growth:-0.6;Quality:+0.6;Size:+0.9;Momentum:-0.3;LowVol:+0.3 | ESGOnly;MaxPos6% | 6 | 25 | 5.1 | trailing 10% | 122 | 15.1 | Bull | 14.4 | 4.67 | 2.2 | 106 | 2 | 36 | 53 | false | Rebalance | Shift +1% to bonds from equity | 8 | 3 | BrokerD | LMT | 94 | null | null | Normal monitoring | 77 | -35 | 152 | 5 | false | Monitor dispersion and breadth |
P4736 | Hands-off | Roth | USD | 2025-06-21 | 729,388 | 55,262 | 674,126 | 1 | 60.4 | 25.9 | 5 | 8.7 | HYG:33.3%;TLT:33.3%;AAPL:33.3% | US:64.6;EU:13.9;APAC:10.8;EM:6.0;Other:4.7 | Value:-0.5;Growth:+0.2;Quality:+0.6;Size:+0.2;Momentum:+0.1;LowVol:-0.4 | null | 10 | 25 | 4.5 | trailing 8% | 95 | 18.1 | Bear | 22 | 3.31 | 1.4 | 207 | -12 | 59 | 55 | false | Sell | Trim extended winner -1% | -14 | -13 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 89 | -51 | 225 | 4 | false | Monitor dispersion and breadth |
P4737 | Opportunistic | Trust | USD | 2025-07-29 | 967,155 | 56,179 | 910,976 | 1 | 74.7 | 20.2 | 0 | 5.2 | AAPL:27.8%;AMZN:27.8%;VNQ:27.8%;TLT:16.5% | US:70.2;EU:8.3;APAC:13.8;EM:6.9;Other:0.7 | Value:-0.8;Growth:+0.7;Quality:+0.3;Size:-0.3;Momentum:0.0;LowVol:-0.4 | null | 10 | 35 | 6.8 | trailing 9% | 239 | 31.2 | Sideways | 22 | 3.59 | 2.2 | 138 | 44 | 71 | 76 | false | Sell | Trim extended winner -1% | 30 | 13 | BrokerD | VWAP | 90 | null | null | Normal monitoring | 6 | -47 | -3 | 3 | false | Increase defensive factor exposure |
P4738 | Systematic | Taxable | USD | 2024-11-16 | 1,496,799 | 62,652 | 1,434,147 | 1 | 59.7 | 24.1 | 6.7 | 9.6 | TLT:7.5%;VNQ:16.0%;QQQ:23.2%;AMZN:23.2%;VTI:17.5%;IEF:12.6% | US:71.8;EU:9.0;APAC:5.5;EM:11.4;Other:2.3 | Value:+0.1;Growth:-0.2;Quality:-0.5;Size:-0.9;Momentum:+0.7;LowVol:+0.4 | NoDerivatives | 10 | 35 | 5.8 | trailing 8% | 216 | 27.1 | Volatile | 22.5 | 5.29 | 3.7 | 171 | 25 | 64 | 50 | false | Buy | Add to core equity +1% | 34 | -10 | BrokerA | LMT | 85 | null | null | Normal monitoring | 109 | -19 | 248 | 3 | false | Tax-aware sells next window |
P4739 | Active | IRA | USD | 2025-04-24 | 2,306,938 | 198,966 | 2,107,972 | 1 | 65.3 | 25.6 | 1.3 | 7.8 | MUB:28.7%;VOO:35.6%;MSFT:35.6% | US:63.6;EU:15.9;APAC:12.6;EM:4.3;Other:3.7 | Value:+0.5;Growth:-0.5;Quality:+0.2;Size:+0.2;Momentum:-0.4;LowVol:+0.3 | null | 6 | 25 | 4.5 | trailing 9% | 173 | 16.1 | Sideways | 17.3 | 4.73 | 2.4 | 108 | -2 | 34 | 52 | false | Buy | Add to core equity +1% | 29 | -40 | BrokerA | MKT | 93 | null | null | Normal monitoring | 63 | -4 | 55 | 4 | false | Tighten stops on momentum names |
P4740 | Active | Roth | USD | 2024-11-01 | 1,593,065 | 134,886 | 1,458,179 | 1 | 54.9 | 22.8 | 14.8 | 7.5 | MUB:23.7%;HYG:11.9%;MSFT:14.8%;IEF:12.8%;VOO:13.1%;GLD:23.7% | US:72.0;EU:9.3;APAC:8.1;EM:6.4;Other:4.2 | Value:+0.2;Growth:+0.1;Quality:-0.1;Size:+0.8;Momentum:+0.3;LowVol:-0.1 | null | 8 | 30 | 4.3 | trailing 8% | 142 | 16.4 | Bull | 17.8 | 3.53 | 3.1 | 104 | 3 | 56 | 49 | false | Buy | Add to core equity +1% | 11 | 6 | BrokerA | LMT | 87 | null | null | Normal monitoring | -33 | -1 | 101 | 3 | false | Increase defensive factor exposure |
P4741 | Opportunistic | IRA | USD | 2025-03-20 | 1,151,753 | 91,623 | 1,060,130 | 1 | 63.3 | 20.2 | 9.6 | 6.9 | QQQ:18.9%;VOO:22.9%;AMZN:12.1%;GLD:9.8%;VNQ:22.9%;XLF:13.3% | US:64.8;EU:16.0;APAC:7.2;EM:7.7;Other:4.4 | Value:-0.9;Growth:+0.6;Quality:+0.6;Size:-0.5;Momentum:-0.4;LowVol:+0.1 | null | 6 | 30 | 4.1 | trailing 9% | 256 | 20.2 | Bull | 14.1 | 3.58 | 3.3 | 71 | 90 | 96 | 50 | false | Rebalance | Shift +1% to bonds from equity | 7 | 15 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 116 | -19 | 162 | 4 | false | Tighten stops on momentum names |
P4742 | Opportunistic | IRA | USD | 2025-06-14 | 624,482 | 46,442 | 578,040 | 1 | 66.4 | 18.4 | 7.1 | 8.1 | MUB:33.3%;BND:33.3%;GLD:33.3% | US:62.7;EU:15.7;APAC:7.7;EM:10.5;Other:3.4 | Value:-0.9;Growth:+0.7;Quality:+0.9;Size:+0.8;Momentum:+0.5;LowVol:+0.5 | MaxPos7%;NoDerivatives | 7 | 30 | 4.5 | hard 12% | 175 | 24.7 | Bear | 23.4 | 3.51 | 2.1 | 207 | 9 | 62 | 76 | true | Hedge | Buy index puts 1% notional | -3 | 3 | BrokerB | LMT | 92 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 29 | -54 | 113 | 3 | false | Increase defensive factor exposure |
P4743 | Hands-off | 401k | USD | 2025-04-19 | 198,263 | 11,278 | 186,985 | 1 | 64.3 | 25.4 | 1.4 | 8.9 | AMZN:34.1%;BRK.B:34.1%;HYG:31.8% | US:66.9;EU:14.3;APAC:11.5;EM:4.6;Other:2.7 | Value:-0.7;Growth:+0.7;Quality:-0.9;Size:+0.1;Momentum:-0.6;LowVol:+0.5 | MaxPos7% | 8 | 30 | 5.7 | trailing 10% | 148 | 17.1 | Bull | 17.5 | 4.98 | 3.3 | 77 | 23 | 67 | 45 | false | Sell | Trim extended winner -1% | 15 | -12 | BrokerB | LMT | 86 | null | null | Normal monitoring | 90 | -58 | 161 | 4 | false | Monitor dispersion and breadth |
P4744 | Systematic | Roth | USD | 2025-06-21 | 1,222,284 | 106,263 | 1,116,021 | 1 | 59.9 | 31.8 | 0 | 8.3 | VOO:16.1%;XLF:16.4%;MSFT:14.9%;QQQ:21.8%;GLD:8.9%;VNQ:21.8% | US:62.3;EU:17.4;APAC:12.9;EM:6.6;Other:0.9 | Value:+0.4;Growth:+0.6;Quality:+0.6;Size:-0.0;Momentum:+0.4;LowVol:-1.0 | null | 5 | 30 | 4.8 | hard 12% | 173 | 27 | Volatile | 29.3 | 5.3 | 4.3 | 149 | 12 | 57 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -36 | BrokerA | LMT | 92 | VAR>budget | Reduce | Risk above budget threshold | 26 | -19 | 159 | 4 | false | Within IPS guidelines |
P4745 | Hands-off | Roth | USD | 2025-11-23 | 723,091 | 49,408 | 673,683 | 1 | 62.9 | 20.9 | 7 | 9.3 | TSLA:16.0%;BND:20.0%;VNQ:16.8%;GLD:18.8%;TLT:14.0%;MUB:14.3% | US:68.6;EU:11.7;APAC:10.9;EM:7.8;Other:0.9 | Value:+0.1;Growth:-0.5;Quality:-0.9;Size:+0.7;Momentum:-0.7;LowVol:-0.1 | ESGOnly;NoDerivatives | 7 | 30 | 5.8 | trailing 8% | 97 | 19.3 | Volatile | 20.5 | 3.95 | 2.3 | 135 | -38 | 24 | 60 | false | Hedge | Add TLT +1% as duration hedge | -12 | -8 | BrokerB | LMT | 95 | null | null | Normal monitoring | 110 | -57 | 183 | 5 | false | Tax-aware sells next window |
P4746 | Systematic | IRA | USD | 2025-07-28 | 1,002,679 | 85,588 | 917,091 | 1 | 62.3 | 27.7 | 0.9 | 9.1 | AAPL:21.5%;XLF:27.6%;BRK.B:23.3%;QQQ:27.6% | US:62.9;EU:13.6;APAC:16.7;EM:6.3;Other:0.4 | Value:-1.0;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:-0.1;LowVol:-1.0 | MaxPos5% | 5 | 30 | 5 | trailing 9% | 190 | 25.3 | Bull | 17.5 | 3.71 | 2.1 | 114 | 115 | 96 | 43 | false | Sell | Trim extended winner -1% | 9 | 15 | BrokerB | LMT | 92 | null | null | Normal monitoring | 46 | 1 | 95 | 5 | false | Monitor dispersion and breadth |
P4747 | Opportunistic | Trust | USD | 2024-09-05 | 1,134,040 | 88,320 | 1,045,720 | 1 | 77.3 | 11 | 6.5 | 5.2 | TSLA:25.5%;AAPL:25.5%;AMZN:18.1%;MSFT:20.4%;IEF:10.6% | US:60.8;EU:16.8;APAC:10.1;EM:10.7;Other:1.6 | Value:+0.8;Growth:+0.8;Quality:-0.1;Size:+0.8;Momentum:+0.4;LowVol:-0.4 | null | 6 | 25 | 5 | trailing 9% | 279 | 31.3 | Bull | 17.5 | 4.3 | 3.2 | 100 | 88 | 83 | 67 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | -31 | BrokerC | MKT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 71 | 1 | 165 | 3 | false | Increase defensive factor exposure |
P4748 | Hands-off | Taxable | USD | 2024-11-05 | 838,979 | 40,627 | 798,352 | 1 | 72.7 | 17 | 2.2 | 8.1 | XLF:23.8%;HYG:16.5%;VOO:12.6%;TLT:23.2%;GLD:23.8% | US:64.9;EU:16.2;APAC:11.9;EM:4.9;Other:2.1 | Value:+0.7;Growth:+0.4;Quality:-0.4;Size:-0.5;Momentum:-0.5;LowVol:+0.5 | ESGOnly | 10 | 30 | 3.7 | trailing 8% | 159 | 12.4 | Bull | 11.3 | 4.75 | 2.4 | 118 | 33 | 79 | 54 | false | Rebalance | Shift +1% to bonds from equity | -3 | -36 | BrokerD | MKT | 85 | null | null | Normal monitoring | 44 | -21 | 27 | 4 | false | Tighten stops on momentum names |
P4749 | Systematic | Roth | USD | 2025-03-05 | 1,956,986 | 108,013 | 1,848,973 | 1 | 63.1 | 30.2 | 0 | 6.7 | VNQ:22.2%;HYG:11.3%;AAPL:22.2%;TLT:22.2%;VOO:22.2% | US:67.3;EU:7.5;APAC:7.1;EM:12.4;Other:5.6 | Value:+0.2;Growth:+0.4;Quality:-0.4;Size:-0.7;Momentum:+0.7;LowVol:+0.6 | MaxPos7%;NoDerivatives | 8 | 35 | 5.9 | trailing 9% | 163 | 18.9 | Bull | 17.1 | 3.86 | 2.4 | 111 | 92 | 88 | 50 | false | Buy | Add to core equity +1% | 26 | -22 | BrokerA | VWAP | 91 | null | null | Normal monitoring | 6 | 2 | 131 | 3 | false | Tax-aware sells next window |
P4750 | Systematic | IRA | USD | 2025-05-06 | 1,121,526 | 111,440 | 1,010,086 | 1 | 60.6 | 31.5 | 0 | 8 | VTI:17.6%;XLF:22.3%;AAPL:22.3%;MUB:15.4%;TSLA:22.3% | US:61.5;EU:17.1;APAC:12.1;EM:6.8;Other:2.5 | Value:+0.3;Growth:+0.8;Quality:-0.9;Size:-0.0;Momentum:-0.7;LowVol:+0.6 | NoDerivatives | 6 | 25 | 4.1 | trailing 9% | 186 | 21.4 | Volatile | 24.4 | 3.74 | 3.9 | 132 | 74 | 86 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -35 | BrokerB | VWAP | 89 | VAR>budget | Hedge | Risk above budget threshold | 65 | -44 | 82 | 5 | false | Within IPS guidelines |
P4751 | Hands-off | Taxable | USD | 2025-10-18 | 687,698 | 65,487 | 622,211 | 1 | 73.1 | 19.3 | 0.9 | 6.7 | BND:33.3%;HYG:33.3%;VNQ:33.3% | US:63.7;EU:10.5;APAC:14.4;EM:9.7;Other:1.7 | Value:-0.5;Growth:-0.9;Quality:-0.1;Size:-0.2;Momentum:+0.1;LowVol:+0.2 | null | 7 | 35 | 3.3 | trailing 10% | 91 | 17.6 | Bull | 16.7 | 4.44 | 3 | 115 | 48 | 81 | 66 | false | Rebalance | Shift +1% to bonds from equity | -13 | -38 | BrokerC | LMT | 96 | null | null | Normal monitoring | 40 | -60 | 90 | 5 | false | Monitor dispersion and breadth |
P4752 | Active | 401k | USD | 2025-01-26 | 2,361,114 | 249,963 | 2,111,151 | 1 | 61.7 | 26.5 | 3.5 | 8.4 | VNQ:23.9%;AAPL:12.4%;XLF:23.9%;MSFT:15.9%;VOO:23.9% | US:71.0;EU:9.0;APAC:9.2;EM:9.6;Other:1.2 | Value:+1.0;Growth:+0.3;Quality:+0.9;Size:+0.5;Momentum:+0.5;LowVol:-0.7 | null | 6 | 25 | 5.5 | trailing 9% | 215 | 26 | Volatile | 29.4 | 5.35 | 2.8 | 159 | 13 | 53 | 77 | true | Hedge | Buy index puts 1% notional | -9 | 1 | BrokerA | MKT | 88 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 18 | -12 | 95 | 4 | false | Tighten stops on momentum names |
P4753 | Systematic | Roth | USD | 2024-09-27 | 932,151 | 83,794 | 848,357 | 1 | 63.5 | 27.3 | 3.7 | 5.5 | TSLA:27.1%;VTI:27.1%;AAPL:18.6%;IEF:27.1% | US:63.2;EU:19.6;APAC:10.0;EM:5.2;Other:2.1 | Value:+0.8;Growth:-1.0;Quality:-1.0;Size:+0.2;Momentum:-0.9;LowVol:-0.7 | null | 5 | 25 | 5.9 | trailing 8% | 204 | 27.6 | Bull | 14.2 | 3.5 | 2.4 | 79 | 104 | 100 | 51 | false | NoAction | Within bands; monitor | 2 | 8 | BrokerD | MKT | 0 | null | null | Normal monitoring | 77 | 10 | 186 | 5 | false | Tax-aware sells next window |
P4754 | Hands-off | Trust | USD | 2024-10-20 | 404,208 | 34,137 | 370,071 | 1 | 58.6 | 28.6 | 3 | 9.9 | VNQ:23.2%;MSFT:22.0%;BND:16.4%;AMZN:15.2%;HYG:23.2% | US:66.0;EU:12.2;APAC:11.9;EM:7.5;Other:2.3 | Value:+0.2;Growth:+1.0;Quality:+0.7;Size:+0.3;Momentum:-0.3;LowVol:+0.6 | ESGOnly;MaxPos5% | 5 | 35 | 4.7 | hard 10% | 98 | 20 | Volatile | 29.7 | 4.14 | 3.2 | 133 | 63 | 82 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | -26 | BrokerA | LMT | 87 | VAR>budget | Pause | Risk above budget threshold | 57 | -39 | 122 | 4 | false | Monitor dispersion and breadth |
P4755 | Opportunistic | 401k | USD | 2025-08-12 | 813,275 | 41,148 | 772,127 | 1 | 72.8 | 10.6 | 11 | 5.6 | AAPL:23.0%;QQQ:14.3%;HYG:23.0%;GLD:23.0%;VNQ:16.7% | US:72.2;EU:10.3;APAC:9.5;EM:4.1;Other:3.9 | Value:+0.7;Growth:+0.8;Quality:-0.6;Size:+0.8;Momentum:+0.7;LowVol:+0.1 | null | 6 | 35 | 4.2 | trailing 9% | 235 | 22.6 | Volatile | 25.3 | 3.84 | 2.2 | 142 | 27 | 52 | 73 | true | Hedge | Buy index puts 1% notional | 35 | -38 | BrokerA | LMT | 90 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 68 | -41 | 114 | 2 | false | Within IPS guidelines |
P4756 | Active | Taxable | USD | 2025-10-26 | 1,960,849 | 185,425 | 1,775,424 | 1 | 63.3 | 29.6 | 1.9 | 5.2 | IEF:17.6%;BND:20.3%;XLF:18.4%;TLT:21.9%;MUB:21.9% | US:59.6;EU:16.7;APAC:13.2;EM:6.6;Other:3.9 | Value:0.0;Growth:+0.3;Quality:+0.1;Size:+1.0;Momentum:+0.7;LowVol:0.0 | null | 8 | 25 | 4.1 | hard 12% | 184 | 27.7 | Bull | 13.5 | 4.58 | 2.4 | 91 | 69 | 90 | 51 | false | Rebalance | Shift +1% to bonds from equity | 32 | -38 | BrokerA | LMT | 93 | null | null | Normal monitoring | 100 | -5 | 149 | 4 | false | Tighten stops on momentum names |
P4757 | Systematic | 401k | USD | 2025-08-01 | 432,955 | 22,494 | 410,461 | 1 | 66.1 | 22.1 | 6.3 | 5.6 | BND:19.6%;QQQ:16.6%;GLD:23.5%;AAPL:16.9%;VOO:23.5% | US:66.3;EU:20.8;APAC:7.2;EM:4.5;Other:1.2 | Value:+0.1;Growth:-0.9;Quality:-0.2;Size:-0.5;Momentum:+0.4;LowVol:+0.8 | NoDerivatives | 6 | 25 | 4.8 | trailing 8% | 162 | 26.9 | Bear | 31.1 | 4.27 | 1.4 | 140 | -2 | 58 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | -39 | BrokerA | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 73 | -34 | 88 | 3 | false | Tighten stops on momentum names |
P4758 | Hands-off | Taxable | USD | 2025-03-24 | 679,107 | 64,807 | 614,300 | 1 | 63.3 | 20.3 | 7.5 | 8.9 | QQQ:36.5%;AAPL:36.5%;MSFT:27.0% | US:71.4;EU:12.3;APAC:7.6;EM:6.7;Other:2.1 | Value:+0.3;Growth:-1.0;Quality:-0.5;Size:-0.8;Momentum:+0.3;LowVol:-0.5 | MaxPos8% | 6 | 35 | 3.9 | trailing 8% | 148 | 18.6 | Volatile | 29.9 | 4.3 | 3.7 | 137 | 34 | 66 | 67 | true | Hedge | Buy index puts 1% notional | 33 | -1 | BrokerB | LMT | 89 | VAR>budget | Hedge | Risk above budget threshold | 92 | -38 | 124 | 2 | true | Monitor dispersion and breadth |
P4759 | Cautious | IRA | USD | 2025-05-20 | 496,351 | 68,968 | 427,383 | 1 | 49.4 | 31 | 5.3 | 14.4 | AMZN:13.3%;QQQ:8.4%;TSLA:23.6%;XLF:17.2%;MUB:13.9%;BRK.B:23.6% | US:66.1;EU:8.7;APAC:13.4;EM:6.6;Other:5.2 | Value:-0.6;Growth:+0.2;Quality:-0.2;Size:-0.7;Momentum:+0.5;LowVol:0.0 | ESGOnly;NoDerivatives;NoMargin | 7 | 35 | 3.4 | trailing 8% | 129 | 19.1 | Volatile | 21.2 | 5.13 | 2.8 | 136 | 53 | 87 | 58 | true | Reduce | Cut high-beta by 2-3%, add cash | 22 | -35 | BrokerB | VWAP | 97 | VAR>budget | Hedge | Risk above budget threshold | 1 | 5 | 79 | 2 | false | Within IPS guidelines |
P4760 | Opportunistic | Roth | USD | 2025-02-20 | 1,547,778 | 133,383 | 1,414,395 | 1 | 66.7 | 16.5 | 11.2 | 5.7 | MSFT:33.3%;VNQ:33.3%;VTI:33.3% | US:69.1;EU:12.3;APAC:6.4;EM:10.6;Other:1.5 | Value:-0.3;Growth:-0.3;Quality:-0.1;Size:-0.4;Momentum:+0.3;LowVol:+0.8 | MaxPos7% | 7 | 35 | 4.8 | trailing 7% | 168 | 34.7 | Volatile | 26.3 | 5.48 | 2.1 | 116 | -9 | 30 | 68 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -36 | BrokerA | MKT | 91 | VAR>budget | Pause | Risk above budget threshold | -18 | 10 | 19 | 2 | false | Within IPS guidelines |
P4761 | Systematic | Roth | USD | 2025-07-06 | 896,476 | 72,607 | 823,869 | 1 | 57.1 | 21.1 | 14.7 | 7.1 | GLD:23.2%;AMZN:12.2%;VOO:23.2%;VTI:18.3%;MSFT:23.2% | US:81.5;EU:5.6;APAC:5.6;EM:5.7;Other:1.6 | Value:-0.0;Growth:-0.7;Quality:-0.7;Size:0.0;Momentum:+0.7;LowVol:+0.2 | MaxPos5%;NoDerivatives | 5 | 30 | 5.2 | trailing 8% | 210 | 19.7 | Sideways | 14.6 | 4.02 | 3.3 | 103 | 59 | 94 | 47 | true | Reduce | Cut high-beta by 2-3%, add cash | 14 | -31 | BrokerA | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | -59 | 17 | -95 | 5 | false | Monitor dispersion and breadth |
P4762 | Cautious | Taxable | USD | 2024-12-17 | 799,400 | 88,910 | 710,490 | 1 | 45 | 33.9 | 9.3 | 11.8 | VNQ:22.0%;QQQ:22.0%;AAPL:12.3%;HYG:11.9%;TSLA:9.8%;BND:22.0% | US:74.6;EU:10.0;APAC:7.2;EM:4.7;Other:3.5 | Value:-0.5;Growth:-0.3;Quality:-0.3;Size:+0.6;Momentum:+0.1;LowVol:+0.2 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 30 | 4 | trailing 8% | 115 | 18.6 | Sideways | 21.5 | 4.01 | 3.4 | 101 | -14 | 38 | 50 | false | Rebalance | Shift +1% to bonds from equity | 20 | -24 | BrokerD | LMT | 95 | null | null | Normal monitoring | 71 | -19 | 152 | 5 | false | Tighten stops on momentum names |
P4763 | Active | Roth | USD | 2025-12-25 | 1,763,182 | 123,361 | 1,639,821 | 1 | 60.9 | 28.1 | 2.4 | 8.5 | MSFT:23.2%;XLF:23.2%;BND:20.4%;GLD:23.2%;VTI:9.9% | US:72.2;EU:6.1;APAC:5.7;EM:11.4;Other:4.6 | Value:-0.3;Growth:-0.5;Quality:+0.6;Size:-0.4;Momentum:-0.2;LowVol:-0.6 | null | 5 | 35 | 5.1 | trailing 8% | 130 | 16.4 | Bull | 17.3 | 3.95 | 3.5 | 84 | 110 | 100 | 57 | false | Rebalance | Shift +1% to bonds from equity | 13 | -15 | BrokerB | MKT | 86 | null | null | Normal monitoring | 7 | -14 | -10 | 5 | false | Within IPS guidelines |
P4764 | Hands-off | IRA | USD | 2024-07-12 | 339,515 | 29,465 | 310,050 | 1 | 73.1 | 16.4 | 4.4 | 6.1 | MSFT:18.7%;GLD:20.5%;BRK.B:18.7%;TLT:20.0%;MUB:12.8%;AMZN:9.3% | US:71.0;EU:15.1;APAC:6.7;EM:6.3;Other:0.8 | Value:+0.3;Growth:-0.5;Quality:+0.6;Size:-0.5;Momentum:+0.1;LowVol:-0.8 | null | 7 | 35 | 3.9 | trailing 8% | 126 | 16.9 | Bear | 28.2 | 3.55 | 1.4 | 190 | 22 | 48 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | 2 | BrokerA | MKT | 95 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 21 | 4 | 59 | 3 | false | Within IPS guidelines |
P4765 | Active | IRA | USD | 2025-04-22 | 2,084,722 | 140,764 | 1,943,958 | 1 | 58.4 | 28.4 | 7.1 | 6.1 | XLF:26.8%;MUB:26.8%;BRK.B:26.8%;QQQ:19.7% | US:73.7;EU:12.1;APAC:6.3;EM:5.6;Other:2.3 | Value:+0.9;Growth:-0.6;Quality:-0.7;Size:-0.3;Momentum:-0.2;LowVol:-0.9 | MaxPos7% | 7 | 35 | 4.9 | hard 12% | 125 | 26.9 | Bull | 11.8 | 4.1 | 2.9 | 83 | 5 | 57 | 48 | false | Buy | Add to core equity +1% | -7 | -32 | BrokerB | MKT | 100 | null | null | Normal monitoring | -18 | -57 | -2 | 3 | false | Monitor dispersion and breadth |
P4766 | Active | 401k | USD | 2025-09-06 | 1,932,957 | 160,717 | 1,772,240 | 1 | 67.9 | 19.3 | 6.5 | 6.3 | BND:35.3%;MUB:29.4%;HYG:35.3% | US:81.2;EU:8.5;APAC:5.5;EM:4.0;Other:0.8 | Value:+0.9;Growth:+0.6;Quality:+0.8;Size:-0.1;Momentum:-0.1;LowVol:-0.9 | null | 7 | 35 | 4.2 | trailing 9% | 191 | 18.9 | Bull | 13.4 | 4.39 | 2.7 | 120 | 30 | 79 | 48 | false | Sell | Trim extended winner -1% | 3 | 3 | BrokerB | MKT | 94 | null | null | Normal monitoring | 27 | -40 | 16 | 4 | false | Monitor dispersion and breadth |
P4767 | Opportunistic | Roth | USD | 2025-10-15 | 539,572 | 40,380 | 499,192 | 1 | 71.4 | 10.6 | 10.2 | 7.8 | IEF:25.0%;TSLA:25.0%;XLF:25.0%;BRK.B:25.0% | US:63.0;EU:19.4;APAC:8.9;EM:4.0;Other:4.7 | Value:-0.4;Growth:-0.5;Quality:-0.3;Size:+0.2;Momentum:+0.3;LowVol:+0.4 | MaxPos7% | 10 | 25 | 5.8 | trailing 9% | 163 | 29.9 | Bear | 25.1 | 3.51 | 1.1 | 167 | -115 | 5 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -17 | BrokerD | LMT | 92 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -32 | -49 | -39 | 5 | false | Tax-aware sells next window |
P4768 | Opportunistic | Taxable | USD | 2025-04-16 | 676,719 | 46,781 | 629,938 | 1 | 65.9 | 16.6 | 11.1 | 6.4 | BRK.B:20.1%;MSFT:14.5%;QQQ:13.8%;HYG:19.1%;VOO:18.9%;VNQ:13.6% | US:67.6;EU:11.7;APAC:9.7;EM:6.1;Other:5.0 | Value:+0.1;Growth:-0.8;Quality:-0.5;Size:+0.4;Momentum:-0.3;LowVol:+0.4 | null | 6 | 35 | 6.5 | hard 12% | 252 | 34.6 | Bull | 15.8 | 3.92 | 2.8 | 118 | 56 | 72 | 49 | false | Buy | Add to core equity +1% | -5 | -14 | BrokerA | MKT | 99 | null | null | Normal monitoring | 70 | -43 | 137 | 5 | false | Within IPS guidelines |
P4769 | Opportunistic | Trust | USD | 2024-10-23 | 845,736 | 32,472 | 813,264 | 1.12 | 74.7 | 18.5 | 0 | 6.8 | VNQ:25.4%;AAPL:15.7%;MUB:21.5%;TLT:25.4%;TSLA:12.1% | US:56.1;EU:18.1;APAC:14.8;EM:6.0;Other:5.0 | Value:-0.2;Growth:+0.3;Quality:-0.2;Size:-1.0;Momentum:+0.4;LowVol:-0.4 | null | 6 | 35 | 6 | hard 12% | 163 | 26.4 | Sideways | 17.4 | 4.23 | 3.5 | 120 | 51 | 63 | 52 | true | Reduce | Cut high-beta by 2-3%, add cash | 11 | -21 | BrokerA | LMT | 91 | VAR>budget | Hedge | Risk above budget threshold | 108 | -54 | 188 | 2 | false | Tax-aware sells next window |
P4770 | Cautious | 401k | USD | 2025-10-20 | 408,148 | 41,929 | 366,219 | 1 | 39 | 43.6 | 4.5 | 12.8 | BND:20.4%;AAPL:15.7%;IEF:7.6%;GLD:19.6%;TSLA:15.8%;VNQ:20.9% | US:63.7;EU:15.7;APAC:7.2;EM:10.0;Other:3.5 | Value:+0.2;Growth:+0.2;Quality:-0.3;Size:-0.5;Momentum:-0.1;LowVol:-0.2 | ESGOnly;NoMargin | 10 | 30 | 3.2 | hard 10% | 150 | 17.1 | Volatile | 26.9 | 4.43 | 3.4 | 130 | -3 | 51 | 55 | false | NoAction | Within bands; monitor | 26 | -2 | BrokerD | LMT | 89 | null | null | Normal monitoring | 80 | -11 | 88 | 5 | false | Tax-aware sells next window |
P4771 | Cautious | Trust | USD | 2025-11-20 | 845,065 | 132,610 | 712,455 | 1 | 42.6 | 30.6 | 13.5 | 13.3 | MSFT:33.3%;GLD:33.3%;VTI:33.3% | US:54.2;EU:19.3;APAC:14.2;EM:9.7;Other:2.6 | Value:-0.7;Growth:+0.7;Quality:-0.3;Size:-0.7;Momentum:-0.3;LowVol:-0.1 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 7 | 35 | 3.7 | trailing 8% | 141 | 16.2 | Volatile | 28.5 | 3.76 | 3.1 | 180 | 52 | 67 | 53 | false | Buy | Add to core equity +1% | -1 | -35 | BrokerD | LMT | 87 | null | null | Normal monitoring | 7 | 17 | 90 | 4 | false | Monitor dispersion and breadth |
P4772 | Opportunistic | Taxable | USD | 2025-07-16 | 1,282,825 | 91,059 | 1,191,766 | 1 | 63.5 | 11.6 | 17 | 7.9 | VTI:33.6%;MSFT:33.6%;AMZN:32.8% | US:73.7;EU:11.4;APAC:6.5;EM:5.5;Other:2.9 | Value:-0.8;Growth:0.0;Quality:-0.9;Size:+0.1;Momentum:+0.7;LowVol:-0.9 | NoDerivatives | 5 | 35 | 5 | trailing 7% | 241 | 31.2 | Sideways | 19.7 | 3.57 | 3.2 | 93 | 51 | 85 | 49 | false | Buy | Add to core equity +1% | 7 | -11 | BrokerC | MKT | 96 | null | null | Normal monitoring | -34 | -53 | -7 | 3 | false | Monitor dispersion and breadth |
P4773 | Cautious | IRA | USD | 2024-08-15 | 474,337 | 51,248 | 423,089 | 1 | 45 | 34.5 | 5.8 | 14.6 | VOO:21.6%;TLT:21.6%;VNQ:21.6%;BND:19.1%;AMZN:16.0% | US:55.1;EU:19.6;APAC:14.0;EM:7.8;Other:3.6 | Value:+0.5;Growth:+0.9;Quality:-0.3;Size:-0.6;Momentum:-0.7;LowVol:+0.1 | NoMargin | 5 | 35 | 5.5 | trailing 8% | 111 | 13.9 | Bear | 34.6 | 4.11 | 2 | 157 | 27 | 56 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -36 | BrokerB | LMT | 86 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -13 | -14 | 61 | 2 | false | Within IPS guidelines |
P4774 | Opportunistic | 401k | USD | 2025-03-06 | 1,283,990 | 73,706 | 1,210,284 | 1 | 74 | 17.3 | 0 | 8.7 | AMZN:25.8%;IEF:13.7%;QQQ:15.8%;HYG:25.8%;TLT:18.9% | US:67.1;EU:15.1;APAC:11.0;EM:4.0;Other:2.9 | Value:-1.0;Growth:+1.0;Quality:+1.0;Size:-0.2;Momentum:+0.3;LowVol:-0.4 | null | 7 | 25 | 6.2 | trailing 7% | 265 | 31.4 | Bull | 14.4 | 4.52 | 2.3 | 107 | 66 | 72 | 52 | false | Rebalance | Shift +1% to bonds from equity | 13 | -32 | BrokerC | LMT | 100 | null | null | Normal monitoring | 35 | -31 | 22 | 5 | false | Monitor dispersion and breadth |
P4775 | Active | Trust | USD | 2024-10-01 | 678,266 | 80,872 | 597,394 | 1 | 67.9 | 23.2 | 3.9 | 5 | HYG:22.9%;BRK.B:15.6%;MSFT:22.9%;MUB:15.6%;AMZN:22.9% | US:67.0;EU:10.3;APAC:14.0;EM:8.5;Other:0.2 | Value:-0.3;Growth:+0.4;Quality:-0.7;Size:-0.5;Momentum:-0.0;LowVol:-0.6 | MaxPos8%;NoDerivatives | 7 | 30 | 4.1 | hard 12% | 154 | 18.8 | Volatile | 25.6 | 5.24 | 2.6 | 167 | -53 | 34 | 73 | true | Hedge | Buy index puts 1% notional | 12 | -21 | BrokerD | LMT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 20 | -60 | 105 | 4 | false | Within IPS guidelines |
P4776 | Active | Taxable | USD | 2024-09-04 | 1,003,428 | 74,029 | 929,399 | 1 | 64.4 | 26 | 1 | 8.6 | MUB:18.6%;AMZN:22.9%;HYG:22.9%;TSLA:12.8%;XLF:22.9% | US:66.7;EU:16.6;APAC:11.6;EM:3.5;Other:1.6 | Value:-0.7;Growth:+0.2;Quality:-0.6;Size:0.0;Momentum:-0.3;LowVol:+0.9 | MaxPos8% | 10 | 35 | 5.8 | trailing 9% | 145 | 20.5 | Bull | 12.6 | 4.38 | 2.8 | 101 | 113 | 100 | 44 | false | Buy | Add to core equity +1% | 34 | -10 | BrokerC | MKT | 88 | null | null | Normal monitoring | 77 | -22 | 205 | 4 | false | Increase defensive factor exposure |
P4777 | Cautious | Trust | USD | 2025-05-18 | 620,538 | 66,902 | 553,636 | 1 | 43.1 | 33.7 | 9.5 | 13.7 | IEF:19.5%;VTI:26.8%;AMZN:26.8%;VNQ:26.8% | US:75.7;EU:14.1;APAC:6.2;EM:3.7;Other:0.4 | Value:+0.7;Growth:-0.0;Quality:+0.1;Size:+0.9;Momentum:-0.8;LowVol:-0.1 | NoMargin | 5 | 25 | 5.8 | hard 10% | 159 | 12.1 | Volatile | 20.5 | 4.94 | 4 | 172 | 45 | 69 | 36 | false | NoAction | Within bands; monitor | -1 | 5 | BrokerC | MKT | 0 | null | null | Normal monitoring | -5 | -22 | 133 | 5 | false | Monitor dispersion and breadth |
P4778 | Hands-off | 401k | USD | 2025-08-15 | 801,753 | 40,027 | 761,726 | 1 | 68.3 | 22.4 | 0 | 9.3 | TLT:12.1%;VTI:20.9%;BND:20.9%;IEF:14.2%;AAPL:11.0%;XLF:20.9% | US:71.2;EU:12.2;APAC:7.7;EM:4.4;Other:4.6 | Value:+0.3;Growth:-0.9;Quality:-0.5;Size:+0.7;Momentum:-0.7;LowVol:+0.5 | null | 8 | 25 | 4.8 | trailing 10% | 142 | 15 | Sideways | 17.3 | 3.64 | 3 | 118 | -2 | 43 | 64 | false | Rebalance | Shift +1% to bonds from equity | 5 | -3 | BrokerD | MKT | 91 | null | null | Normal monitoring | -12 | -22 | 14 | 5 | false | Monitor dispersion and breadth |
P4779 | Active | Taxable | USD | 2024-07-15 | 1,334,585 | 81,513 | 1,253,072 | 1.22 | 50.8 | 23.6 | 17.7 | 8 | VOO:28.1%;VNQ:20.3%;HYG:23.6%;BRK.B:28.1% | US:70.1;EU:10.3;APAC:5.3;EM:10.0;Other:4.3 | Value:+0.5;Growth:+0.6;Quality:-0.5;Size:-0.4;Momentum:+0.5;LowVol:+0.7 | MaxPos5% | 10 | 35 | 6 | trailing 9% | 184 | 22.3 | Bull | 12.6 | 4.11 | 2.6 | 72 | 60 | 90 | 36 | false | Buy | Add to core equity +1% | 6 | -15 | BrokerA | MKT | 94 | null | null | Normal monitoring | 81 | -51 | 100 | 3 | false | Increase defensive factor exposure |
P4780 | Hands-off | IRA | USD | 2024-10-30 | 559,822 | 55,812 | 504,010 | 1 | 68.9 | 25.3 | 0 | 5.8 | VNQ:15.6%;TLT:22.3%;VOO:22.3%;VTI:17.6%;XLF:12.8%;AAPL:9.4% | US:61.3;EU:18.9;APAC:11.3;EM:4.6;Other:3.9 | Value:-0.9;Growth:-0.3;Quality:+0.3;Size:+0.6;Momentum:+0.2;LowVol:+0.9 | null | 8 | 35 | 5 | trailing 8% | 151 | 15.3 | Volatile | 26.8 | 4.5 | 4 | 143 | 55 | 63 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | -3 | 15 | BrokerD | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | -27 | 11 | 12 | 2 | false | Within IPS guidelines |
P4781 | Hands-off | IRA | USD | 2024-10-19 | 208,409 | 15,251 | 193,158 | 1 | 67.8 | 25.5 | 0.2 | 6.4 | BRK.B:24.8%;BND:15.4%;AAPL:24.8%;MSFT:10.0%;TSLA:24.8% | US:69.2;EU:14.6;APAC:7.3;EM:6.4;Other:2.4 | Value:+0.1;Growth:-0.0;Quality:+0.2;Size:-0.5;Momentum:-0.5;LowVol:-0.5 | MaxPos8% | 7 | 30 | 5.6 | trailing 8% | 170 | 15.1 | Volatile | 22.4 | 4.19 | 3.1 | 137 | -7 | 51 | 55 | true | Rebalance | Rebalance back to target bands | 6 | 14 | BrokerD | LMT | 93 | VAR>budget | Pause | Risk above budget threshold | -9 | 18 | 82 | 5 | false | Tax-aware sells next window |
P4782 | Hands-off | Trust | USD | 2025-07-17 | 253,793 | 24,626 | 229,167 | 1 | 69.9 | 21.3 | 0 | 8.9 | HYG:12.5%;BRK.B:13.6%;XLF:10.0%;IEF:21.8%;VTI:21.8%;VOO:20.3% | US:54.6;EU:15.5;APAC:14.5;EM:12.0;Other:3.4 | Value:-0.4;Growth:-0.9;Quality:+0.1;Size:+0.8;Momentum:+0.7;LowVol:0.0 | NoDerivatives | 7 | 30 | 4.9 | trailing 10% | 111 | 13.4 | Volatile | 22.2 | 4.33 | 2.4 | 178 | -44 | 39 | 60 | true | Hedge | Buy index puts 1% notional | 17 | -27 | BrokerA | MKT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 21 | -1 | 83 | 3 | false | Within IPS guidelines |
P4783 | Cautious | IRA | USD | 2024-12-09 | 801,183 | 116,794 | 684,389 | 1 | 50.8 | 34.4 | 0.3 | 14.6 | GLD:15.0%;AAPL:22.3%;IEF:22.3%;VNQ:22.3%;VTI:18.2% | US:61.6;EU:10.5;APAC:13.7;EM:11.5;Other:2.8 | Value:-0.1;Growth:+0.3;Quality:+0.3;Size:+0.3;Momentum:-0.5;LowVol:+0.5 | MaxPos7%;NoMargin | 5 | 35 | 4.2 | trailing 8% | 95 | 14.5 | Bull | 16.6 | 4.38 | 2.7 | 98 | 51 | 80 | 51 | false | NoAction | Within bands; monitor | 10 | 13 | BrokerD | MKT | 0 | null | null | Normal monitoring | 48 | -59 | 19 | 3 | false | Tighten stops on momentum names |
P4784 | Cautious | Trust | USD | 2025-03-26 | 163,916 | 15,752 | 148,164 | 1 | 46.2 | 37.9 | 0 | 16 | AMZN:33.3%;MSFT:33.3%;VTI:33.3% | US:73.6;EU:12.4;APAC:5.6;EM:8.3;Other:0.0 | Value:+0.6;Growth:+0.8;Quality:+0.1;Size:-0.2;Momentum:+0.4;LowVol:-0.9 | ESGOnly;NoMargin | 6 | 30 | 4 | trailing 8% | 118 | 15.6 | Volatile | 21.9 | 4.98 | 2.5 | 178 | -56 | 18 | 51 | false | Rebalance | Shift +1% to bonds from equity | 3 | -9 | BrokerC | LMT | 97 | null | null | Normal monitoring | 42 | -53 | 48 | 3 | false | Within IPS guidelines |
P4785 | Hands-off | IRA | USD | 2025-06-30 | 161,684 | 8,304 | 153,380 | 1 | 68.1 | 26.7 | 0 | 5.3 | TLT:22.6%;VOO:13.6%;IEF:26.6%;BND:10.6%;TSLA:26.6% | US:70.8;EU:6.2;APAC:13.3;EM:5.9;Other:3.8 | Value:-1.0;Growth:+0.4;Quality:+0.8;Size:-0.2;Momentum:-0.3;LowVol:-0.3 | ESGOnly | 5 | 35 | 5.7 | trailing 8% | 165 | 13.7 | Volatile | 24.9 | 3.71 | 2.4 | 128 | -41 | 37 | 77 | true | Rebalance | Rebalance back to target bands | 7 | -30 | BrokerC | VWAP | 89 | VAR>budget | Reduce | Risk above budget threshold | -28 | 19 | 106 | 4 | true | Tax-aware sells next window |
P4786 | Systematic | Taxable | USD | 2025-10-27 | 509,131 | 45,546 | 463,585 | 1 | 66.2 | 20.2 | 6 | 7.6 | GLD:11.8%;VTI:29.4%;IEF:29.4%;TLT:29.4% | US:67.0;EU:16.0;APAC:7.3;EM:9.3;Other:0.3 | Value:-0.2;Growth:+0.7;Quality:+0.1;Size:-0.0;Momentum:+0.5;LowVol:-0.5 | MaxPos8% | 5 | 30 | 5.5 | trailing 8% | 183 | 23.5 | Sideways | 21.9 | 4.33 | 3.4 | 94 | 43 | 67 | 64 | false | Rebalance | Shift +1% to bonds from equity | -3 | -15 | BrokerB | LMT | 86 | null | null | Normal monitoring | 88 | -60 | 76 | 4 | false | Increase defensive factor exposure |
P4787 | Hands-off | Roth | USD | 2025-05-22 | 880,684 | 87,255 | 793,429 | 1 | 60.6 | 26.7 | 2.9 | 9.8 | MUB:27.0%;QQQ:24.6%;TLT:27.0%;VTI:21.3% | US:71.1;EU:10.5;APAC:13.4;EM:4.0;Other:1.1 | Value:-0.5;Growth:-0.6;Quality:-0.3;Size:-0.4;Momentum:-0.7;LowVol:+0.8 | null | 6 | 25 | 4.5 | hard 10% | 128 | 19.5 | Bull | 14.6 | 4.49 | 3.3 | 116 | 45 | 62 | 46 | false | Buy | Add to core equity +1% | 8 | 6 | BrokerA | MKT | 87 | null | null | Normal monitoring | 55 | -19 | 117 | 3 | false | Monitor dispersion and breadth |
P4788 | Systematic | Taxable | USD | 2024-09-19 | 1,280,643 | 56,390 | 1,224,253 | 1 | 69.8 | 20.8 | 2.8 | 6.6 | GLD:11.8%;HYG:22.6%;VOO:24.6%;BRK.B:16.3%;MSFT:24.6% | US:66.0;EU:7.6;APAC:12.7;EM:9.9;Other:3.8 | Value:+0.8;Growth:-0.2;Quality:+0.2;Size:+0.8;Momentum:-1.0;LowVol:-0.9 | NoDerivatives | 8 | 30 | 4.3 | trailing 8% | 142 | 20.5 | Volatile | 28.6 | 4.48 | 3.3 | 150 | 19 | 49 | 75 | true | Rebalance | Rebalance back to target bands | -5 | -32 | BrokerC | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 109 | -6 | 72 | 5 | false | Monitor dispersion and breadth |
P4789 | Active | Trust | USD | 2024-08-12 | 2,339,970 | 256,378 | 2,083,592 | 1.11 | 54.7 | 31.2 | 5.9 | 8.1 | BND:26.6%;XLF:26.6%;MUB:26.6%;VNQ:20.2% | US:60.5;EU:14.0;APAC:13.5;EM:10.3;Other:1.7 | Value:-0.5;Growth:-0.9;Quality:+0.2;Size:-0.8;Momentum:+0.8;LowVol:0.0 | MaxPos7% | 5 | 25 | 5 | trailing 9% | 157 | 26.8 | Bull | 13.3 | 4.73 | 2.6 | 101 | 65 | 91 | 38 | true | Rebalance | Rebalance back to target bands | 32 | 3 | BrokerA | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 50 | 9 | 74 | 5 | false | Monitor dispersion and breadth |
P4790 | Hands-off | Trust | USD | 2024-12-01 | 695,884 | 41,666 | 654,218 | 1 | 65.9 | 29.1 | 0 | 5.1 | XLF:16.2%;MUB:21.7%;HYG:21.7%;VNQ:9.6%;GLD:17.6%;VOO:13.3% | US:62.9;EU:17.4;APAC:8.8;EM:8.7;Other:2.1 | Value:+0.7;Growth:-0.9;Quality:-0.6;Size:-0.5;Momentum:+0.6;LowVol:+0.5 | NoDerivatives | 6 | 25 | 4.6 | hard 10% | 97 | 17.8 | Bull | 12.3 | 3.69 | 3.4 | 78 | 108 | 100 | 49 | false | Sell | Trim extended winner -1% | -11 | -2 | BrokerB | MKT | 98 | null | null | Normal monitoring | 87 | -27 | 55 | 3 | false | Within IPS guidelines |
P4791 | Cautious | 401k | USD | 2025-04-11 | 366,519 | 55,162 | 311,357 | 1 | 38.2 | 35.9 | 8.4 | 17.6 | IEF:8.2%;HYG:13.3%;VOO:14.8%;AMZN:19.1%;TSLA:22.4%;QQQ:22.4% | US:64.1;EU:8.3;APAC:16.0;EM:8.1;Other:3.6 | Value:-0.7;Growth:+0.3;Quality:-0.5;Size:+0.1;Momentum:-0.4;LowVol:+0.7 | ESGOnly;MaxPos6%;NoMargin | 10 | 25 | 5.8 | hard 10% | 106 | 14.7 | Bear | 30.3 | 3.65 | 2.7 | 174 | -67 | 18 | 59 | false | NoAction | Within bands; monitor | -6 | -28 | BrokerC | MKT | 0 | null | null | Normal monitoring | 19 | -6 | -18 | 3 | false | Tighten stops on momentum names |
P4792 | Active | IRA | USD | 2024-11-17 | 2,042,215 | 195,877 | 1,846,338 | 1 | 55 | 24.9 | 13.8 | 6.3 | MSFT:25.1%;VOO:25.1%;AAPL:24.7%;QQQ:25.1% | US:53.5;EU:18.5;APAC:14.6;EM:8.6;Other:4.9 | Value:+0.2;Growth:-0.8;Quality:+1.0;Size:+0.9;Momentum:+0.7;LowVol:-0.6 | MaxPos5%;NoDerivatives | 10 | 25 | 5.5 | trailing 9% | 139 | 18.9 | Bull | 14.6 | 4.27 | 3.4 | 86 | 18 | 67 | 45 | false | NoAction | Within bands; monitor | 33 | -30 | BrokerB | MKT | 0 | null | null | Normal monitoring | 26 | 19 | 120 | 4 | false | Tax-aware sells next window |
P4793 | Opportunistic | Trust | USD | 2025-09-04 | 829,784 | 25,032 | 804,752 | 1 | 73 | 19.9 | 0 | 7.1 | MUB:33.0%;TLT:33.5%;AAPL:33.5% | US:61.3;EU:15.8;APAC:9.2;EM:10.5;Other:3.2 | Value:+0.4;Growth:+0.8;Quality:-0.2;Size:+0.1;Momentum:+0.2;LowVol:-0.7 | MaxPos6% | 10 | 25 | 5.7 | hard 12% | 166 | 33.1 | Bull | 15.8 | 3.7 | 2.1 | 83 | 99 | 87 | 57 | false | Rebalance | Shift +1% to bonds from equity | 2 | -11 | BrokerC | LMT | 97 | null | null | Normal monitoring | 114 | 6 | 148 | 5 | false | Monitor dispersion and breadth |
P4794 | Systematic | Trust | USD | 2025-06-02 | 986,191 | 77,977 | 908,214 | 1 | 69.1 | 24.2 | 0 | 6.7 | VNQ:19.6%;BND:10.1%;BRK.B:23.4%;IEF:23.4%;HYG:23.4% | US:57.1;EU:17.7;APAC:12.9;EM:8.8;Other:3.6 | Value:+0.8;Growth:+0.4;Quality:-0.5;Size:-0.4;Momentum:-0.4;LowVol:+0.5 | NoDerivatives | 5 | 35 | 6 | trailing 8% | 120 | 21 | Bull | 12.7 | 3.69 | 2.1 | 118 | 37 | 62 | 50 | false | Rebalance | Shift +1% to bonds from equity | 31 | -1 | BrokerD | LMT | 90 | null | null | Normal monitoring | 59 | -53 | 180 | 5 | false | Tax-aware sells next window |
P4795 | Cautious | 401k | USD | 2025-10-24 | 228,766 | 30,395 | 198,371 | 1 | 52.4 | 35.8 | 0 | 11.7 | AAPL:33.7%;MUB:32.7%;BND:33.7% | US:70.1;EU:13.8;APAC:6.0;EM:9.6;Other:0.6 | Value:+0.8;Growth:-0.4;Quality:+0.9;Size:-0.5;Momentum:+0.8;LowVol:+0.6 | ESGOnly;NoMargin | 7 | 35 | 3.7 | trailing 8% | 99 | 13.8 | Sideways | 15.5 | 4.97 | 2.3 | 129 | -22 | 37 | 34 | true | Hedge | Buy index puts 1% notional | 25 | -24 | BrokerA | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 10 | -31 | 85 | 3 | false | Tighten stops on momentum names |
P4796 | Opportunistic | Trust | USD | 2025-10-16 | 1,184,048 | 85,778 | 1,098,270 | 1 | 61.9 | 18 | 11.2 | 8.9 | AAPL:33.3%;QQQ:33.3%;TLT:33.3% | US:70.8;EU:11.5;APAC:6.7;EM:9.1;Other:2.0 | Value:-0.6;Growth:-0.5;Quality:+0.6;Size:+0.6;Momentum:+0.3;LowVol:+0.5 | null | 5 | 25 | 5.2 | trailing 7% | 178 | 28.9 | Bull | 13.9 | 4.66 | 2.3 | 112 | 54 | 68 | 44 | false | Rebalance | Shift +1% to bonds from equity | 14 | -33 | BrokerA | MKT | 93 | null | null | Normal monitoring | 10 | -15 | 9 | 3 | false | Increase defensive factor exposure |
P4797 | Systematic | IRA | USD | 2025-11-30 | 1,498,345 | 81,245 | 1,417,100 | 1 | 64.1 | 30.9 | 0 | 5 | MUB:22.3%;HYG:22.3%;VOO:15.2%;VNQ:20.3%;TLT:19.9% | US:68.8;EU:13.1;APAC:11.7;EM:4.8;Other:1.6 | Value:-0.6;Growth:-0.0;Quality:+0.7;Size:-0.6;Momentum:+0.1;LowVol:-0.2 | null | 6 | 25 | 4.3 | trailing 8% | 213 | 22.2 | Bull | 13.2 | 3.62 | 2.1 | 88 | 61 | 78 | 43 | false | Buy | Add to core equity +1% | -1 | -39 | BrokerA | LMT | 92 | null | null | Normal monitoring | -54 | 7 | -15 | 5 | false | Increase defensive factor exposure |
P4798 | Active | IRA | USD | 2024-09-29 | 1,902,311 | 191,093 | 1,711,218 | 1.23 | 57 | 22.3 | 15.2 | 5.6 | AAPL:18.0%;GLD:25.5%;VOO:28.3%;MSFT:28.3% | US:56.6;EU:18.2;APAC:9.7;EM:11.7;Other:3.9 | Value:-0.6;Growth:+0.1;Quality:0.0;Size:+0.5;Momentum:-1.0;LowVol:-0.9 | null | 8 | 25 | 4.7 | trailing 8% | 207 | 17.5 | Bull | 15.3 | 3.95 | 2.3 | 104 | 2 | 58 | 43 | false | Buy | Add to core equity +1% | -10 | -7 | BrokerA | MKT | 87 | null | null | Normal monitoring | 14 | 18 | -22 | 4 | false | Within IPS guidelines |
P4799 | Systematic | Trust | USD | 2025-06-04 | 1,567,204 | 152,021 | 1,415,183 | 1 | 55.8 | 21.5 | 16.2 | 6.4 | VTI:21.3%;HYG:10.4%;MSFT:21.3%;BND:11.7%;VNQ:15.9%;QQQ:19.3% | US:68.5;EU:13.8;APAC:10.3;EM:3.7;Other:3.6 | Value:-0.5;Growth:-0.2;Quality:-0.7;Size:+0.1;Momentum:+0.2;LowVol:+0.4 | MaxPos8%;NoDerivatives | 8 | 30 | 5.8 | hard 12% | 124 | 16.8 | Volatile | 30.4 | 4.34 | 2.8 | 130 | -35 | 29 | 66 | false | NoAction | Within bands; monitor | 16 | -1 | BrokerA | MKT | 0 | null | null | Normal monitoring | -29 | -58 | 7 | 5 | false | Tighten stops on momentum names |
P4800 | Cautious | 401k | USD | 2025-02-21 | 489,670 | 41,074 | 448,596 | 1 | 40.5 | 43.5 | 3.3 | 12.6 | BRK.B:33.3%;VOO:33.3%;AAPL:33.3% | US:79.3;EU:6.5;APAC:6.4;EM:3.6;Other:4.1 | Value:+0.7;Growth:+0.2;Quality:+0.4;Size:-0.8;Momentum:+0.1;LowVol:+0.9 | NoDerivatives;NoMargin | 6 | 35 | 5.1 | trailing 8% | 133 | 12.5 | Volatile | 29 | 4.19 | 2.4 | 178 | 1 | 46 | 58 | false | NoAction | Within bands; monitor | 23 | -27 | BrokerC | LMT | 96 | null | null | Normal monitoring | 100 | 18 | 99 | 3 | false | Increase defensive factor exposure |
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