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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4801 | Opportunistic | 401k | USD | 2024-09-25 | 496,971 | 32,660 | 464,311 | 1 | 61.1 | 19.7 | 11.6 | 7.6 | BND:33.3%;AAPL:33.3%;XLF:33.3% | US:59.8;EU:19.2;APAC:9.5;EM:11.6;Other:0.0 | Value:-0.9;Growth:+0.8;Quality:-0.1;Size:-0.6;Momentum:+0.1;LowVol:-1.0 | MaxPos7% | 5 | 35 | 5.7 | trailing 9% | 164 | 28.4 | Volatile | 23.6 | 3.73 | 4.3 | 126 | 39 | 79 | 66 | false | Buy | Add to core equity +1% | 13 | -19 | BrokerD | LMT | 89 | null | null | Normal monitoring | -8 | -33 | 11 | 4 | false | Within IPS guidelines |
P4802 | Opportunistic | Roth | USD | 2025-08-03 | 1,237,711 | 105,386 | 1,132,325 | 1.06 | 74.4 | 10.9 | 5.7 | 9 | TLT:22.0%;VTI:26.0%;XLF:26.0%;AAPL:26.0% | US:69.1;EU:10.3;APAC:5.8;EM:11.8;Other:3.0 | Value:+0.6;Growth:+0.4;Quality:+0.8;Size:-0.6;Momentum:-0.1;LowVol:-0.7 | NoDerivatives | 6 | 25 | 5.5 | trailing 9% | 247 | 28.3 | Bull | 16.8 | 4.49 | 2.6 | 85 | 58 | 67 | 63 | false | NoAction | Within bands; monitor | 29 | 2 | BrokerB | MKT | 0 | null | null | Normal monitoring | 85 | 20 | 91 | 4 | false | Monitor dispersion and breadth |
P4803 | Cautious | Roth | USD | 2025-04-29 | 379,328 | 34,527 | 344,801 | 1 | 41.1 | 41.2 | 0 | 17.8 | VOO:33.3%;AMZN:33.3%;MUB:33.3% | US:69.7;EU:7.7;APAC:7.5;EM:10.3;Other:4.8 | Value:-0.2;Growth:+0.7;Quality:-0.1;Size:-0.2;Momentum:-0.3;LowVol:+0.8 | ESGOnly;NoMargin | 5 | 30 | 4.4 | trailing 8% | 154 | 19.3 | Sideways | 18 | 3.96 | 3.2 | 123 | -16 | 49 | 44 | false | Rebalance | Shift +1% to bonds from equity | 17 | -22 | BrokerD | MKT | 89 | null | null | Normal monitoring | 101 | -45 | 224 | 4 | false | Within IPS guidelines |
P4804 | Systematic | Taxable | USD | 2025-12-19 | 441,822 | 25,915 | 415,907 | 1 | 57.1 | 31.2 | 3.5 | 8.2 | AAPL:36.6%;TLT:36.6%;BND:26.7% | US:66.9;EU:14.2;APAC:8.9;EM:7.7;Other:2.3 | Value:-0.3;Growth:+0.4;Quality:+0.9;Size:+0.9;Momentum:-0.2;LowVol:+0.7 | null | 10 | 35 | 4 | hard 12% | 225 | 21.4 | Sideways | 16.7 | 3.58 | 3.3 | 133 | 57 | 72 | 40 | false | Hedge | Add TLT +1% as duration hedge | 15 | 6 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 41 | 6 | 56 | 3 | false | Monitor dispersion and breadth |
P4805 | Hands-off | 401k | USD | 2025-11-03 | 714,772 | 46,378 | 668,394 | 1 | 56.8 | 24.8 | 12.6 | 5.7 | IEF:22.3%;XLF:25.9%;MUB:25.9%;TSLA:25.9% | US:71.3;EU:7.9;APAC:9.6;EM:8.3;Other:3.0 | Value:+0.2;Growth:+0.1;Quality:-0.6;Size:-0.7;Momentum:+0.6;LowVol:+0.3 | ESGOnly | 5 | 25 | 5.4 | hard 10% | 156 | 15.4 | Sideways | 19.7 | 4.23 | 3.2 | 131 | -16 | 47 | 56 | true | Hedge | Buy index puts 1% notional | -11 | -16 | BrokerB | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 111 | -25 | 162 | 4 | false | Tax-aware sells next window |
P4806 | Active | Roth | USD | 2025-09-22 | 1,967,876 | 175,273 | 1,792,603 | 1 | 57.1 | 24.6 | 12.4 | 5.9 | AAPL:19.3%;VTI:22.0%;GLD:22.0%;VOO:19.4%;BND:17.3% | US:69.5;EU:17.1;APAC:6.6;EM:4.6;Other:2.2 | Value:-0.0;Growth:+0.8;Quality:-0.5;Size:0.0;Momentum:-0.1;LowVol:+0.9 | MaxPos5% | 7 | 25 | 4.4 | trailing 9% | 153 | 22.8 | Sideways | 20.1 | 4.69 | 2.5 | 115 | 56 | 66 | 61 | false | Buy | Add to core equity +1% | 25 | -32 | BrokerA | MKT | 95 | null | null | Normal monitoring | 91 | -11 | 73 | 5 | false | Tighten stops on momentum names |
P4807 | Hands-off | IRA | USD | 2025-09-24 | 527,252 | 49,293 | 477,959 | 1 | 69 | 25 | 0 | 6 | VTI:19.7%;HYG:20.0%;AMZN:14.6%;IEF:14.9%;TLT:16.1%;BRK.B:14.8% | US:69.8;EU:6.4;APAC:13.1;EM:7.4;Other:3.3 | Value:+1.0;Growth:-0.3;Quality:-0.1;Size:-0.5;Momentum:+0.8;LowVol:-0.5 | null | 8 | 25 | 4.2 | trailing 8% | 152 | 12.8 | Bear | 26.3 | 4.28 | 2.9 | 187 | -19 | 44 | 84 | true | Rebalance | Rebalance back to target bands | -1 | -28 | BrokerC | MKT | 98 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 99 | -26 | 229 | 4 | false | Tighten stops on momentum names |
P4808 | Hands-off | Roth | USD | 2025-01-23 | 717,071 | 53,131 | 663,940 | 1 | 59.9 | 28.2 | 3.3 | 8.6 | HYG:22.2%;XLF:27.5%;VNQ:22.7%;IEF:27.5% | US:73.7;EU:5.9;APAC:13.1;EM:3.4;Other:3.9 | Value:+0.5;Growth:+0.1;Quality:+0.1;Size:-1.0;Momentum:-0.2;LowVol:-0.2 | null | 10 | 30 | 4.3 | trailing 8% | 169 | 12.5 | Volatile | 22.4 | 3.92 | 3.7 | 161 | 6 | 55 | 59 | false | NoAction | Within bands; monitor | 35 | 1 | BrokerB | MKT | 0 | null | null | Normal monitoring | 56 | 14 | 24 | 3 | false | Increase defensive factor exposure |
P4809 | Active | Roth | USD | 2025-03-05 | 1,653,013 | 189,189 | 1,463,824 | 1 | 66.4 | 18.1 | 7.4 | 8.1 | MUB:25.0%;VNQ:25.0%;BRK.B:25.0%;QQQ:25.0% | US:70.7;EU:14.2;APAC:8.3;EM:5.4;Other:1.4 | Value:-0.1;Growth:0.0;Quality:-0.5;Size:+0.3;Momentum:-0.2;LowVol:-0.6 | MaxPos8% | 6 | 25 | 5.7 | trailing 8% | 135 | 25.5 | Bull | 14.1 | 4.33 | 2.6 | 97 | 84 | 84 | 50 | false | Sell | Trim extended winner -1% | 26 | 4 | BrokerC | LMT | 98 | null | null | Normal monitoring | -5 | -32 | 112 | 5 | false | Tighten stops on momentum names |
P4810 | Opportunistic | Trust | USD | 2025-09-15 | 1,496,681 | 112,538 | 1,384,143 | 1.12 | 66.3 | 16.6 | 12.9 | 4.1 | IEF:33.3%;AAPL:33.3%;VOO:33.3% | US:68.8;EU:11.6;APAC:11.0;EM:6.5;Other:2.1 | Value:+0.1;Growth:-0.8;Quality:-0.1;Size:-0.0;Momentum:-0.5;LowVol:+0.5 | null | 6 | 25 | 4.6 | hard 12% | 174 | 32.8 | Bear | 34.3 | 3.67 | 1.1 | 199 | 24 | 49 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -34 | BrokerB | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 53 | -11 | 24 | 5 | false | Monitor dispersion and breadth |
P4811 | Hands-off | Taxable | USD | 2025-04-07 | 389,124 | 36,044 | 353,080 | 1 | 57.7 | 27.2 | 8.6 | 6.5 | AAPL:33.5%;GLD:32.9%;HYG:33.5% | US:63.3;EU:16.8;APAC:7.0;EM:12.9;Other:0.0 | Value:-0.6;Growth:-0.4;Quality:-0.9;Size:-0.3;Momentum:+0.6;LowVol:+0.3 | MaxPos7%;NoDerivatives | 6 | 30 | 3.9 | trailing 8% | 99 | 17.8 | Bull | 17.3 | 4.42 | 3.2 | 83 | 95 | 100 | 41 | false | Hedge | Add TLT +1% as duration hedge | -15 | -19 | BrokerA | MKT | 95 | null | null | Normal monitoring | -27 | 7 | -44 | 3 | false | Increase defensive factor exposure |
P4812 | Active | Trust | USD | 2025-03-14 | 1,406,191 | 103,291 | 1,302,900 | 1.06 | 62.4 | 22.2 | 9.6 | 5.8 | XLF:33.3%;VOO:33.3%;VTI:33.3% | US:63.0;EU:8.7;APAC:12.4;EM:13.1;Other:2.8 | Value:-0.1;Growth:-1.0;Quality:+0.2;Size:-0.9;Momentum:-0.1;LowVol:-0.8 | MaxPos6% | 6 | 25 | 5.9 | hard 12% | 175 | 16.1 | Bull | 13.7 | 4.19 | 3 | 71 | 84 | 100 | 50 | false | Rebalance | Shift +1% to bonds from equity | -7 | 1 | BrokerB | LMT | 95 | null | null | Normal monitoring | 7 | -35 | 135 | 5 | false | Increase defensive factor exposure |
P4813 | Active | Taxable | USD | 2025-01-13 | 1,612,187 | 178,729 | 1,433,458 | 1 | 61.6 | 25.8 | 5.1 | 7.5 | BRK.B:21.1%;VNQ:15.3%;BND:21.1%;IEF:8.9%;XLF:16.8%;TLT:16.9% | US:59.5;EU:17.1;APAC:9.3;EM:9.4;Other:4.7 | Value:-0.9;Growth:+0.1;Quality:-0.6;Size:+0.4;Momentum:+0.3;LowVol:-0.2 | null | 7 | 30 | 4.4 | hard 12% | 142 | 27.9 | Sideways | 19.6 | 4.22 | 2.1 | 133 | 30 | 61 | 51 | false | Buy | Add to core equity +1% | 35 | -29 | BrokerC | MKT | 90 | null | null | Normal monitoring | -45 | -54 | 19 | 5 | false | Tighten stops on momentum names |
P4814 | Opportunistic | Roth | USD | 2025-10-04 | 1,151,964 | 52,734 | 1,099,230 | 1 | 75.1 | 18.1 | 0 | 6.8 | IEF:25.0%;AAPL:25.0%;AMZN:25.0%;BND:25.0% | US:76.4;EU:6.6;APAC:7.5;EM:5.7;Other:3.8 | Value:+0.6;Growth:-1.0;Quality:+0.1;Size:+0.8;Momentum:-0.4;LowVol:-0.4 | null | 7 | 30 | 4.4 | hard 12% | 256 | 28.9 | Bear | 23.1 | 3.87 | 1.2 | 143 | -7 | 46 | 78 | true | Rebalance | Rebalance back to target bands | -11 | -11 | BrokerB | VWAP | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 110 | -30 | 237 | 5 | false | Monitor dispersion and breadth |
P4815 | Cautious | IRA | USD | 2025-05-28 | 475,967 | 72,597 | 403,370 | 1 | 41.9 | 34.4 | 10.7 | 13 | MUB:28.2%;VNQ:23.0%;BRK.B:25.9%;XLF:22.9% | US:67.0;EU:8.3;APAC:12.7;EM:8.2;Other:3.8 | Value:+1.0;Growth:-0.4;Quality:+0.6;Size:-0.7;Momentum:-0.0;LowVol:-0.9 | ESGOnly;NoMargin | 8 | 25 | 3.7 | trailing 8% | 100 | 15.6 | Bull | 15.8 | 4.79 | 2.3 | 115 | 65 | 82 | 31 | true | Hedge | Buy index puts 1% notional | 11 | 4 | BrokerA | VWAP | 96 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 29 | -55 | 116 | 5 | false | Tax-aware sells next window |
P4816 | Hands-off | IRA | USD | 2025-03-22 | 549,505 | 32,107 | 517,398 | 1 | 60.9 | 15.6 | 14.2 | 9.3 | BRK.B:25.2%;VOO:12.0%;MSFT:25.2%;HYG:12.4%;TSLA:25.2% | US:69.3;EU:8.4;APAC:6.4;EM:13.1;Other:2.8 | Value:+0.9;Growth:-0.9;Quality:+0.7;Size:+0.7;Momentum:+0.6;LowVol:+0.5 | ESGOnly | 8 | 30 | 3.5 | trailing 8% | 110 | 18.6 | Bear | 25.6 | 4.1 | 2 | 146 | -72 | 22 | 61 | false | Rebalance | Shift +1% to bonds from equity | 14 | -21 | BrokerD | MKT | 90 | null | null | Normal monitoring | -1 | -28 | -24 | 4 | false | Increase defensive factor exposure |
P4817 | Opportunistic | 401k | USD | 2025-01-11 | 301,187 | 17,429 | 283,758 | 1 | 68.9 | 11.8 | 14 | 5.3 | GLD:26.6%;BND:26.6%;TLT:26.6%;VNQ:20.1% | US:64.9;EU:17.5;APAC:9.2;EM:5.7;Other:2.7 | Value:-0.1;Growth:-0.9;Quality:+0.1;Size:+0.7;Momentum:+0.9;LowVol:-0.3 | MaxPos6%;NoDerivatives | 6 | 25 | 4.8 | trailing 9% | 213 | 26 | Bull | 17 | 4.63 | 2.8 | 115 | 12 | 50 | 59 | false | Buy | Add to core equity +1% | 26 | -10 | BrokerD | LMT | 89 | null | null | Normal monitoring | 97 | -2 | 141 | 4 | false | Tax-aware sells next window |
P4818 | Opportunistic | Roth | USD | 2025-09-16 | 1,090,673 | 87,188 | 1,003,485 | 1 | 73.6 | 16.7 | 4 | 5.7 | MUB:29.7%;VTI:35.1%;AAPL:35.1% | US:60.4;EU:15.7;APAC:15.0;EM:8.1;Other:0.8 | Value:-0.5;Growth:+0.6;Quality:+0.5;Size:+0.7;Momentum:+0.9;LowVol:-0.8 | null | 7 | 25 | 4.4 | trailing 9% | 194 | 24.2 | Bull | 11.2 | 3.77 | 3 | 116 | 86 | 87 | 41 | false | Rebalance | Shift +1% to bonds from equity | 14 | -23 | BrokerC | VWAP | 89 | null | null | Normal monitoring | -59 | -4 | 69 | 3 | false | Increase defensive factor exposure |
P4819 | Opportunistic | Trust | USD | 2025-03-10 | 1,690,383 | 100,112 | 1,590,271 | 1 | 75.4 | 11.8 | 7.8 | 5 | TSLA:33.3%;VTI:33.3%;IEF:33.3% | US:64.8;EU:12.8;APAC:9.3;EM:9.6;Other:3.4 | Value:-0.4;Growth:-0.7;Quality:+0.8;Size:-0.8;Momentum:+0.4;LowVol:+1.0 | MaxPos8% | 5 | 30 | 6.4 | hard 12% | 172 | 22.1 | Sideways | 20.9 | 3.72 | 2.9 | 140 | -29 | 27 | 58 | false | Rebalance | Shift +1% to bonds from equity | 24 | -1 | BrokerD | LMT | 89 | null | null | Normal monitoring | 113 | -47 | 132 | 5 | false | Tighten stops on momentum names |
P4820 | Systematic | IRA | USD | 2024-12-14 | 1,975,338 | 140,410 | 1,834,928 | 1 | 62.7 | 26.2 | 5.3 | 5.8 | AMZN:13.9%;XLF:17.9%;MUB:18.4%;GLD:24.9%;MSFT:24.9% | US:61.8;EU:19.8;APAC:7.1;EM:11.2;Other:0.1 | Value:-0.3;Growth:+0.9;Quality:+0.3;Size:-0.7;Momentum:+0.9;LowVol:-0.9 | MaxPos6% | 8 | 35 | 4 | trailing 9% | 191 | 21.6 | Sideways | 17.8 | 3.97 | 3.1 | 96 | -4 | 51 | 54 | false | Buy | Add to core equity +1% | 22 | -37 | BrokerD | LMT | 89 | null | null | Normal monitoring | 55 | -52 | 33 | 5 | false | Tax-aware sells next window |
P4821 | Hands-off | Trust | USD | 2025-11-30 | 529,014 | 24,746 | 504,268 | 1 | 60.5 | 15.8 | 15.3 | 8.5 | MSFT:26.0%;TSLA:21.9%;HYG:26.0%;XLF:26.0% | US:59.6;EU:17.7;APAC:12.4;EM:5.5;Other:4.8 | Value:+0.5;Growth:+0.2;Quality:-0.4;Size:+0.4;Momentum:+0.1;LowVol:+0.1 | MaxPos6%;NoDerivatives | 8 | 35 | 3.4 | trailing 8% | 113 | 16.5 | Bull | 17.7 | 4.55 | 2.3 | 101 | 93 | 90 | 46 | true | Hedge | Buy index puts 1% notional | -9 | 14 | BrokerA | MKT | 88 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 62 | -32 | 142 | 3 | false | Monitor dispersion and breadth |
P4822 | Systematic | 401k | USD | 2025-12-22 | 1,568,510 | 81,600 | 1,486,910 | 1 | 63.2 | 31.1 | 0 | 5.7 | MSFT:33.3%;IEF:33.3%;TSLA:33.3% | US:67.1;EU:16.6;APAC:10.7;EM:5.3;Other:0.3 | Value:-0.4;Growth:+0.5;Quality:-0.6;Size:+0.9;Momentum:-0.4;LowVol:-1.0 | null | 5 | 30 | 5.7 | trailing 8% | 145 | 17 | Bull | 13.9 | 4.17 | 2.4 | 97 | 23 | 63 | 37 | false | Rebalance | Shift +1% to bonds from equity | -3 | -17 | BrokerA | LMT | 89 | null | null | Normal monitoring | 117 | 7 | 78 | 4 | false | Tighten stops on momentum names |
P4823 | Systematic | Trust | USD | 2024-10-20 | 1,349,907 | 109,960 | 1,239,947 | 1 | 64.2 | 24.6 | 5 | 6.2 | TLT:14.0%;VNQ:21.2%;MUB:19.7%;XLF:10.8%;MSFT:19.1%;TSLA:15.3% | US:68.2;EU:16.0;APAC:10.5;EM:3.1;Other:2.2 | Value:+1.0;Growth:-0.5;Quality:-0.4;Size:-1.0;Momentum:+0.5;LowVol:-0.9 | MaxPos5% | 8 | 35 | 4.8 | trailing 8% | 214 | 21 | Volatile | 25.9 | 4.15 | 4 | 114 | 57 | 65 | 60 | false | Sell | Trim extended winner -1% | 28 | -1 | BrokerD | LMT | 97 | null | null | Normal monitoring | 87 | -26 | 136 | 4 | false | Increase defensive factor exposure |
P4824 | Active | Trust | USD | 2024-11-22 | 1,293,861 | 108,838 | 1,185,023 | 1.15 | 67 | 24.2 | 0.7 | 8.2 | TSLA:25.9%;QQQ:25.9%;BRK.B:25.9%;GLD:22.4% | US:70.2;EU:17.5;APAC:5.6;EM:6.6;Other:0.0 | Value:-0.1;Growth:+0.4;Quality:+1.0;Size:+0.5;Momentum:+0.4;LowVol:-0.3 | null | 10 | 35 | 4.5 | trailing 8% | 225 | 20.7 | Sideways | 20.2 | 3.63 | 3.2 | 94 | -26 | 24 | 69 | false | Buy | Add to core equity +1% | 29 | -38 | BrokerD | MKT | 99 | null | null | Normal monitoring | 115 | -15 | 203 | 3 | false | Tighten stops on momentum names |
P4825 | Active | IRA | USD | 2024-09-10 | 2,059,148 | 139,906 | 1,919,242 | 1 | 69.5 | 18.6 | 5.6 | 6.3 | XLF:25.5%;HYG:25.5%;VOO:25.5%;VTI:23.6% | US:60.6;EU:21.5;APAC:8.7;EM:9.1;Other:0.0 | Value:-0.0;Growth:+0.3;Quality:-0.9;Size:-0.6;Momentum:-0.4;LowVol:+0.9 | MaxPos5% | 5 | 25 | 4.6 | trailing 9% | 197 | 22.4 | Bull | 12.8 | 4.7 | 2.3 | 112 | 65 | 93 | 41 | false | Rebalance | Shift +1% to bonds from equity | 30 | 4 | BrokerA | MKT | 96 | null | null | Normal monitoring | -18 | -55 | 68 | 5 | false | Increase defensive factor exposure |
P4826 | Cautious | 401k | USD | 2025-07-09 | 164,760 | 14,707 | 150,053 | 1 | 47.6 | 37.2 | 0 | 15.1 | MSFT:20.2%;XLF:24.9%;BND:27.5%;QQQ:27.5% | US:70.3;EU:11.4;APAC:7.7;EM:7.6;Other:3.0 | Value:+0.2;Growth:-0.2;Quality:-1.0;Size:+0.6;Momentum:+0.8;LowVol:+0.5 | MaxPos5%;NoMargin | 6 | 35 | 3.8 | hard 10% | 143 | 15.1 | Sideways | 20.8 | 4.25 | 2.8 | 91 | 0 | 46 | 55 | false | Hedge | Add TLT +1% as duration hedge | -2 | -26 | BrokerB | LMT | 99 | null | null | Normal monitoring | -22 | -57 | -33 | 5 | false | Tax-aware sells next window |
P4827 | Opportunistic | Roth | USD | 2025-10-08 | 599,555 | 50,912 | 548,643 | 1.23 | 73 | 14.5 | 6.3 | 6.2 | XLF:27.0%;BRK.B:18.9%;MSFT:27.0%;QQQ:27.0% | US:67.1;EU:9.4;APAC:11.5;EM:10.4;Other:1.5 | Value:+1.0;Growth:+0.2;Quality:0.0;Size:-0.5;Momentum:-0.1;LowVol:+0.7 | null | 7 | 25 | 4.6 | trailing 7% | 269 | 32.2 | Volatile | 30.7 | 4.54 | 2.5 | 144 | 1 | 62 | 94 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | -6 | BrokerC | LMT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 51 | -15 | 98 | 4 | false | Increase defensive factor exposure |
P4828 | Active | Trust | USD | 2025-01-18 | 549,095 | 62,194 | 486,901 | 1 | 64.6 | 29.3 | 0 | 6.1 | HYG:29.2%;TLT:29.2%;IEF:20.7%;AAPL:20.8% | US:71.2;EU:15.0;APAC:10.6;EM:2.9;Other:0.3 | Value:-0.5;Growth:-0.1;Quality:+0.7;Size:-0.9;Momentum:-0.8;LowVol:-0.7 | null | 6 | 30 | 4.5 | hard 12% | 126 | 25.5 | Volatile | 30.9 | 4.84 | 2.3 | 156 | -34 | 22 | 81 | true | Rebalance | Rebalance back to target bands | 10 | 1 | BrokerB | MKT | 94 | VAR>budget | Hedge | Risk above budget threshold | -41 | 10 | 4 | 5 | false | Within IPS guidelines |
P4829 | Hands-off | Taxable | USD | 2025-03-27 | 461,128 | 40,999 | 420,129 | 1 | 58.7 | 19.2 | 12.4 | 9.7 | GLD:16.3%;IEF:27.9%;BRK.B:27.9%;MSFT:27.9% | US:64.6;EU:11.1;APAC:12.6;EM:8.4;Other:3.3 | Value:+0.9;Growth:-0.6;Quality:-0.7;Size:-0.4;Momentum:-0.8;LowVol:-0.3 | NoDerivatives | 7 | 25 | 4.2 | trailing 8% | 105 | 12.3 | Sideways | 14.5 | 4.31 | 2.5 | 116 | 33 | 71 | 54 | false | Rebalance | Shift +1% to bonds from equity | 24 | -19 | BrokerA | MKT | 96 | null | null | Normal monitoring | 77 | 12 | 62 | 5 | false | Tighten stops on momentum names |
P4830 | Cautious | 401k | USD | 2025-11-06 | 674,658 | 85,579 | 589,079 | 1 | 37.2 | 34.2 | 15.8 | 12.9 | MUB:25.8%;IEF:26.2%;BND:26.2%;VNQ:21.8% | US:64.6;EU:7.8;APAC:12.7;EM:10.1;Other:4.7 | Value:-0.6;Growth:+0.4;Quality:-0.6;Size:-0.3;Momentum:+0.5;LowVol:+0.8 | NoDerivatives;NoMargin | 6 | 35 | 4.9 | trailing 8% | 95 | 19.9 | Bull | 11.9 | 4.46 | 2.8 | 101 | 37 | 74 | 30 | false | Buy | Add to core equity +1% | -1 | 6 | BrokerB | VWAP | 99 | null | null | Normal monitoring | -39 | 6 | 68 | 5 | false | Tax-aware sells next window |
P4831 | Cautious | Trust | USD | 2025-03-19 | 645,246 | 60,836 | 584,410 | 1 | 46.8 | 38.3 | 0 | 14.9 | AMZN:14.2%;MSFT:20.2%;BRK.B:17.2%;TSLA:13.4%;AAPL:14.8%;MUB:20.2% | US:71.6;EU:5.1;APAC:12.6;EM:7.9;Other:2.9 | Value:+0.7;Growth:+0.9;Quality:+0.4;Size:+0.6;Momentum:0.0;LowVol:+0.8 | MaxPos7%;NoMargin | 6 | 35 | 5.5 | trailing 8% | 98 | 19.4 | Bear | 26.5 | 3.28 | 2.6 | 220 | -110 | 5 | 53 | false | Rebalance | Shift +1% to bonds from equity | -13 | -35 | BrokerD | MKT | 90 | null | null | Normal monitoring | -14 | 18 | -54 | 3 | false | Increase defensive factor exposure |
P4832 | Opportunistic | Taxable | USD | 2025-09-30 | 1,563,237 | 74,760 | 1,488,477 | 1 | 76.3 | 12.3 | 5.2 | 6.2 | MSFT:24.5%;BND:25.2%;GLD:25.2%;IEF:25.2% | US:68.4;EU:12.1;APAC:6.2;EM:9.3;Other:4.0 | Value:+0.5;Growth:-0.1;Quality:+0.3;Size:-0.8;Momentum:+0.5;LowVol:-0.2 | NoDerivatives | 5 | 25 | 6.2 | trailing 9% | 187 | 30.4 | Bull | 14.9 | 4.4 | 2.5 | 101 | 55 | 66 | 55 | false | Sell | Trim extended winner -1% | -2 | 14 | BrokerB | MKT | 88 | null | null | Normal monitoring | -41 | -2 | 49 | 3 | false | Tax-aware sells next window |
P4833 | Systematic | Taxable | USD | 2025-05-17 | 510,349 | 33,492 | 476,857 | 1 | 62.6 | 24.8 | 3.2 | 9.5 | VNQ:22.9%;MUB:22.9%;XLF:8.4%;BND:22.9%;MSFT:22.9% | US:66.0;EU:12.3;APAC:6.5;EM:14.2;Other:1.0 | Value:-0.9;Growth:+0.2;Quality:-0.2;Size:-0.7;Momentum:-0.8;LowVol:0.0 | MaxPos8%;NoDerivatives | 7 | 35 | 4 | trailing 9% | 217 | 25.3 | Bear | 25.9 | 4 | 1.6 | 175 | -47 | 22 | 75 | true | Hedge | Buy index puts 1% notional | 8 | -38 | BrokerD | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -50 | -56 | 41 | 2 | false | Tax-aware sells next window |
P4834 | Hands-off | Taxable | USD | 2024-08-14 | 157,926 | 8,316 | 149,610 | 1 | 70 | 22.7 | 1.1 | 6.1 | VNQ:26.5%;TLT:26.5%;XLF:20.5%;VOO:26.5% | US:64.0;EU:14.8;APAC:10.1;EM:8.6;Other:2.5 | Value:-0.7;Growth:+0.2;Quality:+0.8;Size:-0.2;Momentum:-0.4;LowVol:0.0 | ESGOnly | 8 | 25 | 5.8 | trailing 8% | 150 | 13.3 | Bull | 12.8 | 3.61 | 3 | 107 | 41 | 75 | 40 | false | Sell | Trim extended winner -1% | 19 | -8 | BrokerD | LMT | 90 | null | null | Normal monitoring | -59 | -58 | -9 | 4 | false | Within IPS guidelines |
P4835 | Cautious | Trust | USD | 2025-03-23 | 203,863 | 26,243 | 177,620 | 1 | 44.1 | 42.9 | 2.1 | 10.9 | IEF:26.0%;TLT:26.0%;BND:21.9%;MUB:26.0% | US:65.8;EU:16.6;APAC:8.3;EM:7.6;Other:1.6 | Value:+0.6;Growth:-0.5;Quality:+0.2;Size:+0.3;Momentum:0.0;LowVol:-0.7 | NoMargin | 5 | 30 | 3 | hard 10% | 169 | 18.4 | Sideways | 19 | 4.55 | 2.9 | 110 | 56 | 92 | 51 | false | Sell | Trim extended winner -1% | 21 | 11 | BrokerA | LMT | 89 | null | null | Normal monitoring | -6 | 18 | 58 | 3 | false | Increase defensive factor exposure |
P4836 | Hands-off | Trust | USD | 2025-12-10 | 548,528 | 25,220 | 523,308 | 1 | 61.3 | 15.7 | 17.7 | 5.4 | AMZN:33.3%;AAPL:33.3%;VTI:33.3% | US:57.2;EU:14.1;APAC:14.7;EM:9.5;Other:4.5 | Value:-0.2;Growth:-0.5;Quality:+0.1;Size:+0.2;Momentum:-0.4;LowVol:+0.9 | ESGOnly;NoDerivatives | 5 | 35 | 4.3 | hard 10% | 137 | 19.8 | Bear | 23.6 | 4.09 | 2.2 | 146 | 31 | 74 | 56 | false | Hedge | Add TLT +1% as duration hedge | 26 | -19 | BrokerD | LMT | 99 | null | null | Normal monitoring | -8 | -28 | 91 | 4 | false | Monitor dispersion and breadth |
P4837 | Opportunistic | 401k | USD | 2025-07-30 | 851,021 | 48,972 | 802,049 | 1.15 | 64.3 | 18.9 | 8.3 | 8.5 | VNQ:17.9%;MSFT:13.6%;TSLA:22.5%;IEF:22.5%;AMZN:9.5%;VTI:14.1% | US:54.8;EU:20.5;APAC:10.1;EM:10.2;Other:4.4 | Value:-0.6;Growth:+0.4;Quality:+0.7;Size:+0.6;Momentum:+0.1;LowVol:-0.7 | null | 8 | 35 | 5.2 | hard 12% | 224 | 20 | Bull | 12.8 | 4.96 | 2.5 | 92 | 102 | 97 | 35 | false | Rebalance | Shift +1% to bonds from equity | -14 | -13 | BrokerB | MKT | 100 | null | null | Normal monitoring | 51 | -39 | 139 | 5 | false | Tighten stops on momentum names |
P4838 | Cautious | Trust | USD | 2024-09-18 | 658,803 | 86,999 | 571,804 | 1 | 36.3 | 36.3 | 11.7 | 15.7 | AMZN:21.9%;BND:14.9%;HYG:21.9%;VOO:9.8%;MUB:9.6%;TLT:21.9% | US:64.3;EU:17.2;APAC:5.6;EM:9.3;Other:3.5 | Value:-0.4;Growth:-0.9;Quality:+0.4;Size:+0.6;Momentum:-0.5;LowVol:-0.2 | ESGOnly;MaxPos6%;NoMargin | 8 | 30 | 4.7 | trailing 8% | 155 | 14.6 | Volatile | 28.3 | 5.25 | 3.4 | 123 | -20 | 37 | 54 | false | NoAction | Within bands; monitor | 22 | 15 | BrokerD | LMT | 89 | null | null | Normal monitoring | 29 | -45 | 71 | 3 | false | Within IPS guidelines |
P4839 | Active | Roth | USD | 2025-11-27 | 1,249,234 | 111,689 | 1,137,545 | 1 | 68.1 | 19.9 | 4.2 | 7.9 | VTI:21.4%;BND:9.7%;HYG:22.3%;MUB:23.3%;IEF:23.3% | US:74.2;EU:5.5;APAC:13.7;EM:3.8;Other:2.8 | Value:+0.3;Growth:-0.1;Quality:+0.5;Size:+0.2;Momentum:-0.4;LowVol:+0.4 | MaxPos8% | 5 | 30 | 5.2 | hard 12% | 220 | 17.2 | Volatile | 30.5 | 5.27 | 3.5 | 131 | 33 | 77 | 75 | true | Hedge | Buy index puts 1% notional | 30 | 4 | BrokerA | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 118 | -15 | 107 | 5 | false | Tax-aware sells next window |
P4840 | Opportunistic | Taxable | USD | 2025-11-07 | 739,592 | 61,068 | 678,524 | 1 | 69.6 | 19.6 | 3 | 7.8 | VTI:33.3%;BND:33.3%;MUB:33.3% | US:65.0;EU:11.5;APAC:14.9;EM:8.2;Other:0.3 | Value:0.0;Growth:-0.4;Quality:-0.1;Size:+0.2;Momentum:+0.4;LowVol:+0.3 | MaxPos7% | 7 | 35 | 4.5 | trailing 7% | 194 | 23.9 | Bear | 25.4 | 4.06 | 1.6 | 199 | -70 | 5 | 70 | false | Rebalance | Shift +1% to bonds from equity | -3 | -12 | BrokerC | LMT | 89 | null | null | Normal monitoring | 93 | -39 | 225 | 3 | false | Within IPS guidelines |
P4841 | Opportunistic | IRA | USD | 2025-03-01 | 1,756,148 | 95,139 | 1,661,009 | 1.25 | 75 | 16.5 | 4.2 | 4.3 | BRK.B:21.9%;GLD:21.9%;AMZN:18.6%;VOO:21.9%;XLF:15.7% | US:66.2;EU:8.1;APAC:16.8;EM:5.7;Other:3.3 | Value:+0.1;Growth:-0.4;Quality:-0.1;Size:+0.5;Momentum:+0.3;LowVol:+0.3 | NoDerivatives | 8 | 25 | 6.9 | trailing 9% | 234 | 28.3 | Bull | 14.2 | 4.67 | 3.2 | 89 | 93 | 100 | 51 | false | Rebalance | Shift +1% to bonds from equity | 10 | -5 | BrokerD | VWAP | 87 | null | null | Normal monitoring | -39 | -45 | 54 | 3 | false | Within IPS guidelines |
P4842 | Active | Trust | USD | 2025-09-05 | 2,478,496 | 271,688 | 2,206,808 | 1 | 58.4 | 25.8 | 6.9 | 9 | IEF:33.3%;BND:33.3%;QQQ:33.3% | US:64.0;EU:11.0;APAC:11.8;EM:9.4;Other:3.7 | Value:-0.2;Growth:-0.1;Quality:+0.7;Size:+0.9;Momentum:+0.2;LowVol:+0.2 | MaxPos8% | 7 | 35 | 4.8 | trailing 9% | 152 | 19.8 | Volatile | 30.4 | 4.14 | 2.7 | 151 | 22 | 53 | 65 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | 7 | BrokerC | LMT | 89 | VAR>budget | Hedge | Risk above budget threshold | -17 | -37 | -2 | 5 | false | Increase defensive factor exposure |
P4843 | Hands-off | IRA | USD | 2024-12-18 | 231,351 | 12,187 | 219,164 | 1 | 65.2 | 26.1 | 2.2 | 6.5 | GLD:22.2%;VTI:12.4%;MUB:23.1%;AAPL:19.2%;TLT:23.1% | US:61.8;EU:12.6;APAC:14.4;EM:8.7;Other:2.6 | Value:-0.3;Growth:+0.8;Quality:-0.8;Size:-0.6;Momentum:-0.9;LowVol:-1.0 | ESGOnly;MaxPos8% | 5 | 30 | 3.6 | trailing 10% | 152 | 18.1 | Sideways | 16.3 | 3.64 | 2.5 | 110 | 56 | 84 | 48 | false | Rebalance | Shift +1% to bonds from equity | -12 | -5 | BrokerC | MKT | 99 | null | null | Normal monitoring | -55 | -5 | -38 | 5 | false | Within IPS guidelines |
P4844 | Hands-off | Roth | USD | 2024-09-07 | 337,816 | 20,342 | 317,474 | 1 | 64.8 | 27.5 | 0 | 7.7 | XLF:13.1%;AMZN:23.0%;TSLA:10.9%;IEF:20.1%;MUB:17.3%;TLT:15.7% | US:66.5;EU:13.1;APAC:7.6;EM:8.0;Other:4.8 | Value:-0.3;Growth:-1.0;Quality:+0.8;Size:-0.3;Momentum:-0.1;LowVol:+0.1 | ESGOnly | 8 | 30 | 5.9 | trailing 8% | 94 | 14.1 | Bull | 13.9 | 3.84 | 2.4 | 83 | 9 | 51 | 49 | false | Sell | Trim extended winner -1% | 20 | -18 | BrokerA | LMT | 100 | null | null | Normal monitoring | -6 | -51 | -15 | 5 | false | Monitor dispersion and breadth |
P4845 | Opportunistic | IRA | USD | 2024-08-06 | 1,618,568 | 109,998 | 1,508,570 | 1 | 66.2 | 15.4 | 12.2 | 6.2 | TSLA:27.0%;VOO:27.0%;VNQ:19.0%;HYG:27.0% | US:62.7;EU:16.4;APAC:8.5;EM:9.3;Other:3.1 | Value:+0.3;Growth:-0.6;Quality:-0.9;Size:+0.3;Momentum:+0.4;LowVol:-0.2 | MaxPos6%;NoDerivatives | 6 | 30 | 6 | trailing 7% | 164 | 22.9 | Volatile | 25 | 3.8 | 3.6 | 169 | -56 | 11 | 71 | true | Rebalance | Rebalance back to target bands | -1 | -20 | BrokerC | LMT | 97 | VAR>budget | Reduce | Risk above budget threshold | 16 | -35 | 137 | 4 | false | Tax-aware sells next window |
P4846 | Opportunistic | Trust | USD | 2025-05-27 | 1,533,745 | 71,845 | 1,461,900 | 1.08 | 68.2 | 12.2 | 14.4 | 5.3 | VTI:25.0%;AAPL:25.0%;VOO:25.0%;GLD:25.0% | US:71.5;EU:6.0;APAC:8.1;EM:12.5;Other:1.9 | Value:+0.6;Growth:-1.0;Quality:-0.3;Size:+0.9;Momentum:+0.3;LowVol:-0.5 | null | 8 | 35 | 4.5 | trailing 9% | 179 | 24.6 | Volatile | 23.5 | 5.24 | 4.3 | 171 | -50 | 38 | 68 | false | Sell | Trim extended winner -1% | 8 | 11 | BrokerC | LMT | 92 | null | null | Normal monitoring | -41 | -2 | 49 | 5 | false | Monitor dispersion and breadth |
P4847 | Hands-off | 401k | USD | 2024-07-12 | 630,403 | 41,946 | 588,457 | 1 | 62 | 16.5 | 13.6 | 7.9 | AAPL:24.2%;XLF:25.3%;TSLA:25.3%;MSFT:25.3% | US:72.0;EU:10.0;APAC:8.9;EM:5.0;Other:4.2 | Value:+0.9;Growth:+0.9;Quality:+0.2;Size:-0.9;Momentum:0.0;LowVol:+0.7 | null | 5 | 35 | 3.4 | trailing 8% | 147 | 19.6 | Bull | 16.7 | 4.86 | 3.4 | 87 | 95 | 100 | 60 | false | Sell | Trim extended winner -1% | 5 | -20 | BrokerA | MKT | 92 | null | null | Normal monitoring | 66 | -17 | 73 | 4 | false | Increase defensive factor exposure |
P4848 | Cautious | 401k | USD | 2025-06-15 | 366,128 | 50,307 | 315,821 | 1 | 35.5 | 34.1 | 16.2 | 14.3 | MUB:33.3%;BRK.B:33.3%;TSLA:33.3% | US:61.4;EU:11.0;APAC:11.6;EM:11.9;Other:4.0 | Value:+0.1;Growth:-0.1;Quality:+0.1;Size:+0.2;Momentum:-0.6;LowVol:-0.9 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 5.3 | trailing 8% | 123 | 16.1 | Bull | 11.6 | 4.76 | 3.1 | 117 | 29 | 72 | 17 | false | Buy | Add to core equity +1% | 7 | -14 | BrokerD | LMT | 99 | null | null | Normal monitoring | 112 | -1 | 216 | 3 | false | Tighten stops on momentum names |
P4849 | Active | Roth | USD | 2025-02-28 | 1,240,766 | 115,845 | 1,124,921 | 1 | 66.3 | 18.6 | 8.2 | 6.9 | BRK.B:15.2%;TLT:20.8%;XLF:19.3%;VTI:16.4%;HYG:20.8%;MSFT:7.4% | US:76.8;EU:6.2;APAC:5.2;EM:9.2;Other:2.5 | Value:-0.1;Growth:-0.7;Quality:+1.0;Size:+0.2;Momentum:-0.6;LowVol:+0.7 | MaxPos6% | 8 | 25 | 4.1 | hard 12% | 129 | 25.1 | Bear | 25.9 | 4.33 | 2.9 | 188 | -46 | 15 | 65 | false | NoAction | Within bands; monitor | 7 | -23 | BrokerD | LMT | 98 | null | null | Normal monitoring | 1 | 7 | 73 | 4 | false | Tighten stops on momentum names |
P4850 | Active | 401k | USD | 2025-06-21 | 1,728,311 | 200,979 | 1,527,332 | 1 | 69.1 | 19.5 | 4.8 | 6.6 | HYG:21.5%;BRK.B:9.4%;XLF:21.5%;MUB:16.6%;MSFT:13.9%;GLD:17.1% | US:76.9;EU:10.2;APAC:6.3;EM:6.1;Other:0.6 | Value:+0.3;Growth:+0.2;Quality:-0.2;Size:-0.4;Momentum:+0.4;LowVol:-0.6 | MaxPos7% | 10 | 30 | 5.2 | hard 12% | 196 | 26.3 | Bear | 25.5 | 4.44 | 2.2 | 133 | -63 | 24 | 82 | true | Hedge | Buy index puts 1% notional | -14 | -32 | BrokerD | VWAP | 97 | VAR>budget | Reduce | Risk above budget threshold | 28 | -36 | 45 | 2 | false | Tax-aware sells next window |
P4851 | Active | IRA | USD | 2024-08-14 | 1,967,670 | 214,420 | 1,753,250 | 1 | 64.8 | 25.3 | 1.8 | 8.1 | QQQ:11.1%;AAPL:22.7%;GLD:22.7%;BRK.B:20.8%;VNQ:22.7% | US:64.0;EU:12.8;APAC:12.3;EM:8.5;Other:2.5 | Value:-0.8;Growth:-0.0;Quality:-0.2;Size:+0.1;Momentum:-0.9;LowVol:-0.8 | null | 7 | 25 | 5.4 | trailing 9% | 171 | 21.7 | Bull | 16 | 3.65 | 2 | 76 | 30 | 78 | 45 | false | Hedge | Add TLT +1% as duration hedge | 9 | -17 | BrokerA | LMT | 93 | null | null | Normal monitoring | 5 | -25 | 5 | 4 | false | Increase defensive factor exposure |
P4852 | Active | IRA | USD | 2025-04-25 | 1,095,636 | 129,617 | 966,019 | 1 | 53 | 19.4 | 18.8 | 8.8 | TSLA:33.3%;HYG:33.3%;TLT:33.3% | US:63.0;EU:19.1;APAC:9.1;EM:8.0;Other:0.8 | Value:+0.7;Growth:+0.5;Quality:+0.3;Size:0.0;Momentum:+0.4;LowVol:+0.2 | MaxPos5% | 6 | 35 | 4.1 | trailing 9% | 181 | 17.8 | Volatile | 27.3 | 4.64 | 3 | 118 | 23 | 54 | 57 | false | Buy | Add to core equity +1% | 19 | -23 | BrokerA | VWAP | 85 | null | null | Normal monitoring | -43 | -13 | -4 | 5 | false | Tax-aware sells next window |
P4853 | Hands-off | 401k | USD | 2025-03-28 | 468,722 | 23,536 | 445,186 | 1 | 63.1 | 27.2 | 2.8 | 6.9 | MSFT:19.7%;VTI:22.0%;AAPL:8.6%;BRK.B:22.0%;VNQ:8.3%;GLD:19.4% | US:67.0;EU:6.4;APAC:13.6;EM:11.9;Other:1.1 | Value:+0.9;Growth:+0.2;Quality:+0.2;Size:+0.7;Momentum:+0.1;LowVol:-0.1 | ESGOnly;MaxPos8%;NoDerivatives | 5 | 35 | 5.4 | trailing 8% | 114 | 14.8 | Volatile | 28.8 | 5.38 | 2.8 | 164 | 26 | 65 | 77 | true | Hedge | Buy index puts 1% notional | 2 | -19 | BrokerA | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 21 | 3 | 151 | 5 | false | Tighten stops on momentum names |
P4854 | Systematic | Taxable | USD | 2025-12-19 | 1,050,702 | 64,288 | 986,414 | 1 | 66.3 | 25.8 | 0 | 7.9 | XLF:38.3%;MSFT:23.3%;HYG:38.3% | US:70.3;EU:10.8;APAC:9.6;EM:8.0;Other:1.3 | Value:-0.8;Growth:-0.3;Quality:-0.8;Size:-0.3;Momentum:-0.4;LowVol:-0.8 | null | 6 | 30 | 4 | trailing 8% | 196 | 21.2 | Volatile | 22.2 | 4.61 | 3.7 | 174 | 57 | 83 | 68 | false | Buy | Add to core equity +1% | -14 | -8 | BrokerA | VWAP | 93 | null | null | Normal monitoring | 91 | -1 | 157 | 5 | false | Monitor dispersion and breadth |
P4855 | Active | Roth | USD | 2025-08-29 | 740,626 | 81,662 | 658,964 | 1 | 66.7 | 28.3 | 0 | 5 | TSLA:33.3%;MUB:33.3%;TLT:33.3% | US:71.6;EU:9.5;APAC:7.1;EM:7.9;Other:3.9 | Value:-1.0;Growth:-0.2;Quality:-0.6;Size:-0.6;Momentum:-0.0;LowVol:+0.8 | null | 5 | 30 | 5.3 | trailing 9% | 192 | 27 | Sideways | 17.3 | 4.57 | 3 | 133 | 0 | 39 | 49 | false | Sell | Trim extended winner -1% | 21 | -13 | BrokerC | MKT | 92 | null | null | Normal monitoring | 74 | -46 | 107 | 3 | false | Monitor dispersion and breadth |
P4856 | Opportunistic | 401k | USD | 2024-11-03 | 1,155,634 | 72,249 | 1,083,385 | 1.08 | 70.7 | 10.4 | 12.8 | 6 | AAPL:28.9%;TSLA:28.9%;VOO:13.3%;MSFT:28.9% | US:60.5;EU:12.8;APAC:13.2;EM:12.4;Other:1.0 | Value:-0.7;Growth:+0.1;Quality:+0.8;Size:+0.6;Momentum:-0.6;LowVol:-0.5 | NoDerivatives | 8 | 30 | 5.4 | trailing 7% | 170 | 24.7 | Bear | 30.5 | 3.79 | 2.3 | 158 | -97 | 5 | 89 | true | Hedge | Buy index puts 1% notional | -5 | -20 | BrokerA | MKT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -32 | -1 | 63 | 2 | false | Increase defensive factor exposure |
P4857 | Active | Roth | USD | 2024-08-03 | 1,120,253 | 108,734 | 1,011,519 | 1.11 | 62.9 | 18.5 | 12 | 6.6 | VOO:33.3%;AAPL:33.3%;TLT:33.3% | US:63.9;EU:10.1;APAC:10.9;EM:11.8;Other:3.3 | Value:-0.9;Growth:-0.8;Quality:+0.8;Size:0.0;Momentum:+0.4;LowVol:+0.1 | null | 5 | 30 | 5.7 | trailing 8% | 178 | 26.7 | Bull | 13.4 | 4.34 | 2.2 | 107 | 30 | 65 | 40 | false | Hedge | Add TLT +1% as duration hedge | 14 | 6 | BrokerA | MKT | 91 | null | null | Normal monitoring | 13 | 14 | 5 | 5 | false | Tax-aware sells next window |
P4858 | Hands-off | Taxable | USD | 2024-11-18 | 860,161 | 80,971 | 779,190 | 1 | 55.9 | 16.4 | 18.1 | 9.7 | BND:7.4%;VNQ:21.3%;QQQ:19.1%;MUB:21.3%;VOO:21.3%;HYG:9.5% | US:64.2;EU:17.7;APAC:10.7;EM:5.8;Other:1.6 | Value:+0.1;Growth:+0.4;Quality:+0.2;Size:+0.8;Momentum:+0.9;LowVol:-0.6 | MaxPos5% | 7 | 35 | 3.9 | hard 10% | 120 | 14 | Sideways | 17.8 | 4.26 | 2 | 115 | -4 | 55 | 41 | false | Hedge | Add TLT +1% as duration hedge | -15 | 4 | BrokerC | MKT | 90 | null | null | Normal monitoring | 3 | -7 | 80 | 4 | false | Monitor dispersion and breadth |
P4859 | Hands-off | 401k | USD | 2025-02-08 | 878,174 | 71,195 | 806,979 | 1 | 59.4 | 19.4 | 13.1 | 8.1 | TLT:28.9%;VNQ:16.9%;TSLA:25.4%;HYG:28.9% | US:71.9;EU:12.7;APAC:8.1;EM:6.5;Other:0.9 | Value:+0.3;Growth:-0.4;Quality:-0.7;Size:+0.5;Momentum:+0.2;LowVol:+0.4 | ESGOnly;MaxPos7% | 10 | 25 | 5.6 | trailing 8% | 155 | 18.1 | Bear | 29.2 | 3.68 | 2.6 | 168 | -50 | 37 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | 7 | BrokerD | LMT | 91 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 52 | -17 | 164 | 2 | false | Monitor dispersion and breadth |
P4860 | Active | Roth | USD | 2025-06-24 | 2,300,827 | 189,918 | 2,110,909 | 1 | 64.3 | 27.5 | 1.9 | 6.2 | TLT:34.1%;XLF:34.1%;BND:31.9% | US:67.5;EU:9.7;APAC:10.5;EM:7.8;Other:4.4 | Value:-0.4;Growth:-0.8;Quality:-0.3;Size:-0.2;Momentum:-0.6;LowVol:+0.2 | MaxPos6% | 10 | 25 | 5.9 | trailing 8% | 151 | 27.3 | Bull | 14.6 | 3.76 | 3 | 118 | 10 | 53 | 51 | false | Hedge | Add TLT +1% as duration hedge | -2 | -40 | BrokerA | MKT | 98 | null | null | Normal monitoring | 37 | -20 | 26 | 3 | false | Increase defensive factor exposure |
P4861 | Cautious | Trust | USD | 2025-07-30 | 414,527 | 35,645 | 378,882 | 1 | 48.3 | 39.7 | 0 | 12.1 | VTI:8.7%;IEF:19.4%;TSLA:19.7%;AAPL:12.0%;BRK.B:20.1%;XLF:20.1% | US:73.3;EU:13.0;APAC:5.5;EM:8.0;Other:0.3 | Value:-0.8;Growth:-0.1;Quality:+0.5;Size:+0.6;Momentum:+0.5;LowVol:+0.1 | NoMargin | 6 | 35 | 5.4 | hard 10% | 148 | 12.8 | Bull | 14 | 4.81 | 3.4 | 114 | 93 | 100 | 35 | true | Hedge | Buy index puts 1% notional | -4 | -24 | BrokerD | VWAP | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -18 | -5 | -53 | 5 | false | Tighten stops on momentum names |
P4862 | Opportunistic | Trust | USD | 2024-11-10 | 1,518,555 | 103,161 | 1,415,394 | 1 | 62.1 | 21.3 | 11.3 | 5.3 | MSFT:21.9%;VTI:21.9%;IEF:15.3%;TSLA:8.3%;QQQ:21.9%;VNQ:10.8% | US:65.3;EU:16.4;APAC:9.2;EM:6.0;Other:3.2 | Value:+0.9;Growth:0.0;Quality:+0.9;Size:-0.5;Momentum:+0.4;LowVol:-0.5 | NoDerivatives | 10 | 35 | 6.1 | hard 12% | 201 | 33.1 | Volatile | 24.4 | 4.75 | 3.8 | 144 | 50 | 69 | 76 | true | Hedge | Buy index puts 1% notional | 30 | 15 | BrokerC | VWAP | 86 | VAR>budget | Reduce | Risk above budget threshold | -21 | -54 | 96 | 4 | false | Tighten stops on momentum names |
P4863 | Active | Roth | USD | 2024-10-19 | 1,818,547 | 190,700 | 1,627,847 | 1 | 65.6 | 21.4 | 4.9 | 8.1 | IEF:33.3%;TLT:33.3%;TSLA:33.3% | US:60.9;EU:18.4;APAC:10.9;EM:7.8;Other:2.1 | Value:+1.0;Growth:+0.4;Quality:-0.6;Size:-0.3;Momentum:-0.6;LowVol:-0.4 | MaxPos7% | 8 | 35 | 4.1 | trailing 8% | 182 | 26.3 | Bull | 14.5 | 4.61 | 2.3 | 96 | 115 | 100 | 53 | false | NoAction | Within bands; monitor | 13 | 5 | BrokerB | LMT | 85 | null | null | Normal monitoring | 35 | -46 | 17 | 3 | false | Tax-aware sells next window |
P4864 | Hands-off | Roth | USD | 2025-06-03 | 445,158 | 43,660 | 401,498 | 1 | 56.4 | 25.9 | 8 | 9.7 | QQQ:21.0%;AMZN:21.0%;AAPL:14.9%;BRK.B:6.0%;IEF:20.1%;XLF:16.9% | US:59.4;EU:17.9;APAC:12.2;EM:9.0;Other:1.5 | Value:+0.5;Growth:+0.8;Quality:+0.2;Size:-0.9;Momentum:+0.5;LowVol:-0.9 | ESGOnly | 10 | 30 | 5.5 | trailing 8% | 157 | 16.7 | Bear | 31.8 | 3.19 | 2.8 | 211 | -86 | 5 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | -26 | BrokerD | VWAP | 90 | VAR>budget | Reduce | Risk above budget threshold | -2 | 18 | 114 | 3 | false | Increase defensive factor exposure |
P4865 | Cautious | IRA | USD | 2024-08-21 | 520,253 | 51,624 | 468,629 | 1 | 48.3 | 33.8 | 4.4 | 13.5 | MSFT:29.3%;XLF:29.3%;BRK.B:19.1%;GLD:22.2% | US:59.2;EU:16.8;APAC:13.1;EM:10.4;Other:0.5 | Value:+0.8;Growth:-0.6;Quality:+0.6;Size:-1.0;Momentum:+0.9;LowVol:-0.1 | NoMargin | 7 | 35 | 5.3 | trailing 10% | 140 | 19 | Volatile | 20.9 | 4.49 | 2.7 | 138 | 50 | 69 | 41 | false | Buy | Add to core equity +1% | -7 | 7 | BrokerA | MKT | 95 | null | null | Normal monitoring | -31 | 19 | -55 | 3 | false | Within IPS guidelines |
P4866 | Hands-off | Taxable | USD | 2025-07-24 | 763,543 | 62,035 | 701,508 | 1 | 62.2 | 16.8 | 12.8 | 8.1 | TSLA:33.3%;BRK.B:33.3%;GLD:33.3% | US:69.6;EU:5.0;APAC:12.4;EM:9.2;Other:3.9 | Value:+0.9;Growth:-0.9;Quality:-0.0;Size:+0.3;Momentum:0.0;LowVol:-0.1 | null | 6 | 35 | 4.3 | hard 10% | 123 | 12.3 | Bear | 30.3 | 3.18 | 2.2 | 133 | -37 | 42 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -19 | BrokerB | LMT | 90 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -34 | 16 | 62 | 4 | false | Within IPS guidelines |
P4867 | Active | Trust | USD | 2025-06-15 | 1,560,254 | 127,512 | 1,432,742 | 1 | 50 | 30.6 | 9.7 | 9.7 | TLT:33.3%;AMZN:33.3%;AAPL:33.3% | US:74.2;EU:9.1;APAC:7.8;EM:8.9;Other:0.0 | Value:-0.9;Growth:+0.4;Quality:-0.4;Size:-0.7;Momentum:+0.1;LowVol:-0.2 | NoDerivatives | 6 | 35 | 4.8 | trailing 9% | 141 | 23.4 | Bull | 11.4 | 4.74 | 3.3 | 92 | 28 | 72 | 36 | false | Buy | Add to core equity +1% | -3 | -8 | BrokerB | MKT | 95 | null | null | Normal monitoring | 42 | -57 | 6 | 4 | false | Tax-aware sells next window |
P4868 | Cautious | Trust | USD | 2024-09-04 | 599,750 | 74,101 | 525,649 | 1 | 48.2 | 36.7 | 0 | 15.1 | BRK.B:37.8%;MSFT:24.4%;TLT:37.8% | US:74.2;EU:7.2;APAC:13.9;EM:3.6;Other:1.2 | Value:+0.2;Growth:-0.4;Quality:-0.5;Size:-0.9;Momentum:+0.2;LowVol:-0.1 | NoDerivatives;NoMargin | 6 | 30 | 4.1 | trailing 8% | 109 | 14.3 | Bear | 25.2 | 4.05 | 1.6 | 192 | -14 | 53 | 59 | false | Sell | Trim extended winner -1% | -15 | 7 | BrokerB | MKT | 95 | null | null | Normal monitoring | 67 | -23 | 159 | 5 | false | Monitor dispersion and breadth |
P4869 | Opportunistic | Taxable | USD | 2025-03-19 | 1,430,606 | 79,459 | 1,351,147 | 1 | 60.3 | 11.7 | 20.7 | 7.3 | BND:28.1%;BRK.B:35.9%;GLD:35.9% | US:69.3;EU:10.3;APAC:8.0;EM:9.0;Other:3.5 | Value:+0.3;Growth:+0.9;Quality:+0.5;Size:-0.3;Momentum:+0.5;LowVol:-0.3 | null | 5 | 25 | 7 | trailing 9% | 236 | 22.7 | Sideways | 15.3 | 3.75 | 2.8 | 91 | -30 | 45 | 52 | false | Hedge | Add TLT +1% as duration hedge | -12 | 7 | BrokerC | MKT | 95 | null | null | Normal monitoring | -5 | -55 | -1 | 3 | false | Increase defensive factor exposure |
P4870 | Cautious | Trust | USD | 2025-02-21 | 788,576 | 120,055 | 668,521 | 1 | 35.7 | 35.4 | 12.7 | 16.1 | QQQ:33.3%;AMZN:33.3%;VNQ:33.3% | US:70.0;EU:5.9;APAC:14.8;EM:7.7;Other:1.7 | Value:-0.8;Growth:+0.2;Quality:-1.0;Size:-0.8;Momentum:+0.8;LowVol:+0.4 | NoMargin | 7 | 35 | 4.8 | trailing 10% | 143 | 12.2 | Bull | 17.7 | 4.29 | 2.9 | 79 | 20 | 70 | 29 | false | Rebalance | Shift +1% to bonds from equity | 5 | -30 | BrokerB | LMT | 90 | null | null | Normal monitoring | 15 | 0 | 21 | 3 | false | Increase defensive factor exposure |
P4871 | Active | Taxable | USD | 2024-12-30 | 2,167,136 | 238,645 | 1,928,491 | 1 | 62.1 | 29.5 | 0 | 8.3 | MSFT:33.3%;XLF:33.3%;AAPL:33.3% | US:74.6;EU:6.9;APAC:7.5;EM:7.0;Other:4.0 | Value:-0.1;Growth:+0.7;Quality:-0.2;Size:-0.4;Momentum:+0.4;LowVol:+0.4 | MaxPos5% | 6 | 25 | 5.6 | trailing 9% | 194 | 18.6 | Volatile | 20.8 | 5.46 | 2.4 | 129 | -48 | 11 | 65 | false | NoAction | Within bands; monitor | 17 | -8 | BrokerB | LMT | 96 | null | null | Normal monitoring | -33 | 14 | -54 | 5 | false | Increase defensive factor exposure |
P4872 | Active | 401k | USD | 2025-02-11 | 1,907,646 | 178,495 | 1,729,151 | 1.14 | 53.5 | 21.4 | 19.1 | 6.1 | VOO:33.3%;AMZN:33.3%;VTI:33.3% | US:72.0;EU:6.7;APAC:8.2;EM:8.9;Other:4.2 | Value:-0.1;Growth:+0.3;Quality:-0.1;Size:+0.6;Momentum:-0.7;LowVol:-0.5 | NoDerivatives | 7 | 30 | 5.7 | hard 12% | 121 | 21.7 | Volatile | 32 | 4.24 | 4.4 | 142 | 8 | 48 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -6 | BrokerB | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 58 | 4 | 43 | 4 | true | Increase defensive factor exposure |
P4873 | Systematic | 401k | USD | 2024-12-02 | 881,877 | 79,878 | 801,999 | 1 | 68.1 | 23.2 | 3.3 | 5.3 | IEF:23.7%;VTI:25.4%;TSLA:25.4%;AMZN:25.4% | US:70.3;EU:18.3;APAC:6.6;EM:4.3;Other:0.5 | Value:+0.5;Growth:+0.1;Quality:+1.0;Size:-0.0;Momentum:-0.0;LowVol:-0.2 | null | 10 | 25 | 5.4 | trailing 9% | 151 | 27.9 | Bull | 14 | 3.61 | 3 | 84 | 70 | 95 | 46 | false | Buy | Add to core equity +1% | -13 | 6 | BrokerC | VWAP | 86 | null | null | Normal monitoring | -16 | -43 | 98 | 5 | false | Tax-aware sells next window |
P4874 | Hands-off | 401k | USD | 2025-10-22 | 816,151 | 41,965 | 774,186 | 1 | 55.2 | 17.6 | 18.5 | 8.8 | TLT:17.6%;BND:17.9%;HYG:15.8%;VNQ:10.5%;VTI:16.0%;GLD:22.2% | US:68.6;EU:14.6;APAC:7.9;EM:7.9;Other:1.0 | Value:-0.1;Growth:+0.2;Quality:-0.6;Size:-0.3;Momentum:-0.0;LowVol:+0.8 | null | 6 | 25 | 4.8 | hard 10% | 109 | 19.2 | Bull | 13 | 4.6 | 3.2 | 95 | 62 | 90 | 35 | false | Rebalance | Shift +1% to bonds from equity | -11 | 5 | BrokerD | LMT | 91 | null | null | Normal monitoring | -19 | -3 | 62 | 5 | false | Tax-aware sells next window |
P4875 | Systematic | Roth | USD | 2025-11-15 | 1,645,388 | 137,327 | 1,508,061 | 1 | 65.3 | 24 | 0.9 | 9.9 | BND:17.3%;QQQ:23.4%;HYG:14.8%;MSFT:23.4%;IEF:21.2% | US:65.5;EU:10.4;APAC:10.5;EM:11.9;Other:1.7 | Value:-0.4;Growth:-0.6;Quality:+0.9;Size:+0.1;Momentum:-0.6;LowVol:-0.2 | null | 10 | 30 | 5.1 | trailing 9% | 148 | 17 | Volatile | 23.6 | 3.61 | 4 | 176 | 47 | 73 | 66 | false | Buy | Add to core equity +1% | -3 | 10 | BrokerC | VWAP | 92 | null | null | Normal monitoring | -41 | 18 | 93 | 3 | false | Increase defensive factor exposure |
P4876 | Systematic | Taxable | USD | 2025-03-22 | 1,149,243 | 114,540 | 1,034,703 | 1 | 57.4 | 34.5 | 0.6 | 7.5 | TSLA:22.2%;BRK.B:20.6%;VTI:13.0%;VOO:21.9%;AAPL:22.2% | US:72.4;EU:10.2;APAC:6.5;EM:9.8;Other:1.0 | Value:+0.7;Growth:-0.6;Quality:+0.8;Size:-1.0;Momentum:+0.8;LowVol:-0.3 | NoDerivatives | 5 | 25 | 5.8 | trailing 8% | 230 | 24.7 | Bear | 24.6 | 3.92 | 1.6 | 165 | 39 | 61 | 54 | false | Sell | Trim extended winner -1% | 3 | -15 | BrokerC | LMT | 85 | null | null | Normal monitoring | 112 | -45 | 137 | 3 | false | Monitor dispersion and breadth |
P4877 | Cautious | IRA | USD | 2025-09-12 | 325,846 | 50,787 | 275,059 | 1 | 52.7 | 33.3 | 1.1 | 13 | BND:28.8%;QQQ:28.8%;AMZN:28.8%;TLT:13.6% | US:62.2;EU:12.5;APAC:12.3;EM:12.0;Other:1.0 | Value:-0.5;Growth:-0.4;Quality:+0.4;Size:-0.9;Momentum:-0.8;LowVol:-0.5 | MaxPos7%;NoMargin | 5 | 35 | 3.5 | trailing 8% | 128 | 15.4 | Bull | 11.2 | 3.81 | 3.1 | 89 | 23 | 64 | 25 | false | Hedge | Add TLT +1% as duration hedge | 10 | -39 | BrokerC | MKT | 91 | null | null | Normal monitoring | 15 | 11 | 103 | 4 | false | Tax-aware sells next window |
P4878 | Hands-off | 401k | USD | 2025-04-17 | 289,694 | 21,994 | 267,700 | 1 | 68.9 | 23 | 0 | 8 | QQQ:21.7%;XLF:21.7%;BND:12.3%;BRK.B:10.7%;AMZN:21.7%;VOO:11.9% | US:62.7;EU:15.4;APAC:12.6;EM:7.7;Other:1.5 | Value:+0.6;Growth:+0.5;Quality:+0.7;Size:-0.9;Momentum:+0.8;LowVol:+0.1 | ESGOnly | 7 | 30 | 4.9 | trailing 8% | 151 | 18.8 | Sideways | 18.1 | 3.94 | 2.8 | 127 | -15 | 28 | 52 | false | NoAction | Within bands; monitor | -6 | -6 | BrokerA | LMT | 97 | null | null | Normal monitoring | 74 | -37 | 70 | 5 | false | Tax-aware sells next window |
P4879 | Hands-off | 401k | USD | 2025-11-08 | 844,759 | 75,232 | 769,527 | 1 | 59.1 | 28.8 | 3.1 | 8.9 | HYG:33.3%;TSLA:33.3%;AAPL:33.3% | US:71.2;EU:13.5;APAC:9.4;EM:3.7;Other:2.1 | Value:-0.0;Growth:+0.5;Quality:+0.9;Size:-0.8;Momentum:+0.1;LowVol:-1.0 | ESGOnly;MaxPos6% | 6 | 30 | 4.5 | trailing 8% | 167 | 14.7 | Bull | 17.5 | 4.98 | 2.1 | 117 | 63 | 73 | 40 | false | Buy | Add to core equity +1% | 10 | 3 | BrokerC | LMT | 98 | null | null | Normal monitoring | 74 | -38 | 206 | 3 | false | Within IPS guidelines |
P4880 | Opportunistic | IRA | USD | 2025-09-13 | 421,380 | 17,015 | 404,365 | 1 | 66.7 | 16.5 | 12.1 | 4.7 | GLD:23.8%;XLF:38.1%;VNQ:38.1% | US:67.7;EU:11.8;APAC:5.8;EM:10.3;Other:4.5 | Value:+0.6;Growth:-0.1;Quality:+0.4;Size:+0.9;Momentum:-0.3;LowVol:-0.4 | NoDerivatives | 5 | 35 | 5 | trailing 7% | 240 | 27.9 | Volatile | 21.9 | 4.4 | 2.5 | 126 | 48 | 81 | 68 | false | Rebalance | Shift +1% to bonds from equity | 25 | -2 | BrokerB | LMT | 92 | null | null | Normal monitoring | 94 | -17 | 92 | 4 | false | Monitor dispersion and breadth |
P4881 | Hands-off | Trust | USD | 2024-12-02 | 576,999 | 44,281 | 532,718 | 1 | 65 | 16.1 | 11.1 | 7.8 | XLF:26.5%;TSLA:28.7%;TLT:16.2%;AMZN:28.7% | US:62.7;EU:7.4;APAC:13.2;EM:13.1;Other:3.6 | Value:+0.7;Growth:+1.0;Quality:-0.9;Size:+0.4;Momentum:-0.8;LowVol:-0.6 | ESGOnly | 5 | 30 | 5.5 | trailing 8% | 104 | 17.9 | Volatile | 23.6 | 3.57 | 2.9 | 161 | -46 | 25 | 65 | false | Rebalance | Shift +1% to bonds from equity | 15 | -4 | BrokerA | LMT | 90 | null | null | Normal monitoring | 36 | -51 | 40 | 5 | false | Tax-aware sells next window |
P4882 | Hands-off | 401k | USD | 2025-02-08 | 177,158 | 10,739 | 166,419 | 1 | 66.3 | 24.5 | 0 | 9.1 | VOO:27.5%;BRK.B:27.5%;HYG:17.4%;QQQ:27.5% | US:67.6;EU:12.0;APAC:12.4;EM:3.9;Other:4.2 | Value:-0.6;Growth:-0.8;Quality:-0.6;Size:-0.5;Momentum:+0.2;LowVol:+0.7 | MaxPos7%;NoDerivatives | 8 | 25 | 4.8 | trailing 10% | 163 | 13 | Bull | 14.7 | 4.45 | 3 | 96 | 106 | 100 | 47 | false | Buy | Add to core equity +1% | 21 | 12 | BrokerB | MKT | 85 | null | null | Normal monitoring | -9 | -23 | 69 | 4 | false | Tighten stops on momentum names |
P4883 | Systematic | Trust | USD | 2025-02-12 | 781,874 | 53,780 | 728,094 | 1 | 56.6 | 29.3 | 9.2 | 5 | QQQ:8.2%;BRK.B:9.9%;TSLA:22.6%;GLD:22.6%;AMZN:14.0%;XLF:22.6% | US:69.0;EU:10.6;APAC:10.4;EM:9.9;Other:0.0 | Value:-0.9;Growth:+0.8;Quality:+0.4;Size:+0.5;Momentum:+0.6;LowVol:-0.2 | MaxPos7%;NoDerivatives | 7 | 25 | 5.4 | trailing 9% | 161 | 24 | Volatile | 25.5 | 5.29 | 2.2 | 163 | -56 | 19 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | -24 | BrokerB | VWAP | 97 | VAR>budget | Reduce | Risk above budget threshold | 65 | -41 | 185 | 4 | false | Increase defensive factor exposure |
P4884 | Active | Taxable | USD | 2025-02-21 | 1,002,824 | 116,593 | 886,231 | 1 | 51.9 | 27.9 | 15 | 5.3 | VTI:33.3%;MSFT:33.3%;BRK.B:33.3% | US:68.0;EU:16.6;APAC:7.4;EM:5.8;Other:2.2 | Value:+0.4;Growth:+0.2;Quality:-0.9;Size:-0.6;Momentum:-0.1;LowVol:+0.6 | null | 6 | 25 | 5.8 | trailing 8% | 158 | 27 | Bear | 25.4 | 3.41 | 2 | 220 | -7 | 31 | 64 | false | Rebalance | Shift +1% to bonds from equity | -3 | 4 | BrokerB | MKT | 97 | null | null | Normal monitoring | 45 | 2 | 78 | 5 | false | Tighten stops on momentum names |
P4885 | Opportunistic | IRA | USD | 2024-11-16 | 988,904 | 55,596 | 933,308 | 1 | 69.5 | 20.3 | 4.5 | 5.7 | TSLA:21.7%;AMZN:24.1%;IEF:15.0%;VNQ:15.1%;QQQ:24.1% | US:75.2;EU:15.0;APAC:5.7;EM:3.8;Other:0.3 | Value:-1.0;Growth:+0.9;Quality:+0.4;Size:+0.7;Momentum:+0.1;LowVol:-0.8 | MaxPos7% | 5 | 30 | 6 | trailing 7% | 234 | 30.3 | Bull | 16.1 | 3.54 | 3 | 103 | 119 | 100 | 54 | false | Buy | Add to core equity +1% | 34 | -24 | BrokerA | LMT | 100 | null | null | Normal monitoring | -58 | -35 | 40 | 5 | false | Increase defensive factor exposure |
P4886 | Active | Trust | USD | 2025-11-17 | 2,364,905 | 147,413 | 2,217,492 | 1 | 63.3 | 28.7 | 0 | 8 | MSFT:22.9%;TLT:22.9%;BND:22.8%;VOO:17.7%;TSLA:13.7% | US:69.1;EU:9.5;APAC:5.9;EM:12.4;Other:3.1 | Value:-0.0;Growth:-0.2;Quality:+0.1;Size:+0.4;Momentum:+0.6;LowVol:-0.7 | null | 5 | 25 | 5 | trailing 9% | 153 | 20.1 | Sideways | 18.5 | 3.88 | 3.3 | 119 | 11 | 44 | 53 | false | Rebalance | Shift +1% to bonds from equity | -4 | -8 | BrokerC | MKT | 87 | null | null | Normal monitoring | 111 | 8 | 180 | 3 | false | Increase defensive factor exposure |
P4887 | Hands-off | Taxable | USD | 2024-12-08 | 374,876 | 34,811 | 340,065 | 1 | 56.2 | 28.5 | 5.9 | 9.5 | MSFT:26.4%;MUB:26.4%;TSLA:26.4%;HYG:20.8% | US:62.1;EU:8.2;APAC:12.5;EM:11.6;Other:5.5 | Value:-0.3;Growth:-0.7;Quality:+0.9;Size:-0.8;Momentum:-0.1;LowVol:-0.5 | ESGOnly;MaxPos6%;NoDerivatives | 7 | 30 | 3.1 | hard 10% | 135 | 15.5 | Volatile | 26 | 3.63 | 3 | 170 | 48 | 66 | 58 | false | Sell | Trim extended winner -1% | -5 | -39 | BrokerD | MKT | 89 | null | null | Normal monitoring | -11 | 5 | 95 | 5 | false | Within IPS guidelines |
P4888 | Hands-off | Roth | USD | 2025-07-08 | 720,708 | 58,195 | 662,513 | 1 | 64.2 | 27.3 | 0 | 8.5 | AMZN:21.1%;AAPL:29.9%;BRK.B:28.6%;VOO:20.4% | US:73.4;EU:8.0;APAC:12.2;EM:4.3;Other:2.2 | Value:+0.2;Growth:-0.8;Quality:-0.6;Size:+0.2;Momentum:+0.7;LowVol:+0.4 | MaxPos6% | 10 | 30 | 4.2 | trailing 10% | 145 | 12.7 | Volatile | 27 | 3.56 | 3.1 | 162 | 18 | 65 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | -22 | BrokerD | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 112 | -27 | 245 | 5 | false | Increase defensive factor exposure |
P4889 | Cautious | 401k | USD | 2024-08-08 | 833,276 | 87,140 | 746,136 | 1 | 39.7 | 43 | 0 | 17.2 | TSLA:16.7%;GLD:21.4%;BND:21.6%;HYG:21.6%;TLT:18.7% | US:65.7;EU:21.8;APAC:7.4;EM:3.8;Other:1.2 | Value:-0.4;Growth:+0.5;Quality:-0.3;Size:+0.9;Momentum:-0.6;LowVol:+0.9 | ESGOnly;NoMargin | 6 | 35 | 3.6 | trailing 10% | 118 | 16.3 | Sideways | 20.7 | 3.8 | 3.2 | 108 | 34 | 68 | 46 | false | Buy | Add to core equity +1% | -6 | -21 | BrokerD | LMT | 85 | null | null | Normal monitoring | -13 | -9 | -53 | 3 | false | Within IPS guidelines |
P4890 | Opportunistic | Trust | USD | 2024-07-23 | 461,527 | 35,430 | 426,097 | 1 | 69.9 | 14.9 | 10.4 | 4.8 | VOO:26.4%;MSFT:17.1%;MUB:15.9%;BND:26.4%;AMZN:14.2% | US:69.9;EU:7.5;APAC:14.1;EM:5.1;Other:3.3 | Value:+0.8;Growth:+0.7;Quality:-0.5;Size:-0.0;Momentum:-0.5;LowVol:+0.7 | null | 6 | 35 | 5.2 | trailing 9% | 260 | 33.1 | Sideways | 15.7 | 4.25 | 3.3 | 130 | 6 | 42 | 61 | false | Buy | Add to core equity +1% | -3 | -3 | BrokerD | MKT | 91 | null | null | Normal monitoring | 40 | 16 | 44 | 4 | false | Within IPS guidelines |
P4891 | Hands-off | Roth | USD | 2025-09-25 | 794,942 | 34,245 | 760,697 | 1 | 60.1 | 21.2 | 12.5 | 6.1 | XLF:13.2%;VOO:22.3%;BND:8.8%;HYG:22.3%;AAPL:22.3%;VNQ:10.9% | US:65.2;EU:17.3;APAC:5.0;EM:10.4;Other:2.1 | Value:+0.5;Growth:-0.2;Quality:+0.3;Size:-0.4;Momentum:-0.2;LowVol:-0.6 | null | 6 | 30 | 4 | trailing 8% | 120 | 12.8 | Sideways | 21 | 4.24 | 3.3 | 101 | 45 | 75 | 61 | false | Hedge | Add TLT +1% as duration hedge | -5 | -11 | BrokerD | MKT | 94 | null | null | Normal monitoring | 71 | -27 | 84 | 5 | false | Tax-aware sells next window |
P4892 | Systematic | IRA | USD | 2025-06-15 | 1,904,322 | 143,877 | 1,760,445 | 1 | 69.6 | 24.7 | 0 | 5.7 | HYG:22.0%;BND:22.0%;QQQ:22.0%;BRK.B:12.0%;AMZN:22.0% | US:66.7;EU:18.6;APAC:8.8;EM:3.3;Other:2.6 | Value:-0.3;Growth:+0.9;Quality:+0.1;Size:-0.6;Momentum:+0.4;LowVol:+0.4 | MaxPos5% | 7 | 25 | 5.7 | trailing 8% | 162 | 24.4 | Bull | 15.8 | 4.93 | 2.5 | 97 | 4 | 59 | 62 | false | Rebalance | Shift +1% to bonds from equity | 3 | -27 | BrokerA | MKT | 89 | null | null | Normal monitoring | 30 | -58 | 110 | 4 | false | Tax-aware sells next window |
P4893 | Active | Trust | USD | 2024-12-04 | 1,171,349 | 106,903 | 1,064,446 | 1 | 59.1 | 23.7 | 8.9 | 8.3 | QQQ:33.3%;TSLA:33.3%;VOO:33.3% | US:67.2;EU:10.9;APAC:10.0;EM:8.1;Other:3.7 | Value:+1.0;Growth:-0.5;Quality:-1.0;Size:-0.8;Momentum:+0.2;LowVol:-0.6 | MaxPos7% | 7 | 30 | 4.4 | trailing 8% | 123 | 26 | Bull | 11.7 | 4.73 | 2.7 | 106 | 65 | 85 | 40 | false | Buy | Add to core equity +1% | -11 | 6 | BrokerA | MKT | 86 | null | null | Normal monitoring | -6 | 14 | 122 | 5 | false | Within IPS guidelines |
P4894 | Systematic | 401k | USD | 2025-05-26 | 1,825,033 | 181,342 | 1,643,691 | 1 | 57.8 | 25.1 | 8.5 | 8.7 | AMZN:26.5%;VNQ:26.5%;BND:26.5%;TLT:20.4% | US:64.3;EU:15.5;APAC:12.3;EM:6.7;Other:1.3 | Value:-0.0;Growth:+0.2;Quality:-0.2;Size:+0.6;Momentum:+0.4;LowVol:-0.0 | NoDerivatives | 7 | 25 | 4.4 | trailing 8% | 220 | 20.5 | Volatile | 31.8 | 3.95 | 2.4 | 146 | 51 | 75 | 70 | false | Rebalance | Shift +1% to bonds from equity | 24 | -4 | BrokerB | LMT | 90 | null | null | Normal monitoring | 64 | -14 | 177 | 3 | false | Monitor dispersion and breadth |
P4895 | Cautious | 401k | USD | 2024-11-21 | 751,751 | 99,468 | 652,283 | 1 | 43.6 | 40.2 | 0 | 16.2 | BND:27.9%;AAPL:27.9%;VTI:27.9%;QQQ:16.2% | US:68.4;EU:13.6;APAC:9.8;EM:7.6;Other:0.5 | Value:-0.3;Growth:+0.1;Quality:-0.6;Size:-0.1;Momentum:+0.7;LowVol:+0.3 | ESGOnly;NoMargin | 5 | 25 | 3.9 | trailing 10% | 106 | 15.9 | Sideways | 16.2 | 4.02 | 3.1 | 107 | -27 | 31 | 48 | false | Sell | Trim extended winner -1% | 29 | -33 | BrokerB | LMT | 99 | null | null | Normal monitoring | -57 | 14 | 50 | 4 | false | Monitor dispersion and breadth |
P4896 | Cautious | Trust | USD | 2025-02-16 | 678,136 | 83,061 | 595,075 | 1 | 38.2 | 33.4 | 17 | 11.4 | VTI:25.0%;GLD:23.8%;AAPL:25.6%;MSFT:25.6% | US:66.4;EU:7.2;APAC:12.3;EM:11.0;Other:3.1 | Value:-0.1;Growth:-0.9;Quality:+0.9;Size:+0.1;Momentum:+0.6;LowVol:+0.2 | MaxPos7%;NoMargin | 6 | 35 | 3.5 | trailing 8% | 118 | 13.5 | Sideways | 15.5 | 3.61 | 3.2 | 139 | -13 | 32 | 41 | false | Buy | Add to core equity +1% | -12 | -24 | BrokerB | MKT | 87 | null | null | Normal monitoring | 99 | 14 | 157 | 3 | false | Tax-aware sells next window |
P4897 | Hands-off | Roth | USD | 2025-03-29 | 343,274 | 14,517 | 328,757 | 1 | 68.3 | 25.6 | 0 | 6.1 | QQQ:26.8%;AMZN:26.8%;MSFT:26.8%;IEF:19.6% | US:68.2;EU:14.0;APAC:9.0;EM:8.0;Other:0.8 | Value:+0.3;Growth:+0.7;Quality:-0.9;Size:-0.0;Momentum:-0.2;LowVol:-0.7 | ESGOnly | 5 | 30 | 3.2 | hard 10% | 148 | 16.5 | Volatile | 30.4 | 5.38 | 2.4 | 149 | -55 | 26 | 75 | true | Hedge | Buy index puts 1% notional | -13 | -4 | BrokerD | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 108 | -41 | 198 | 4 | false | Tax-aware sells next window |
P4898 | Cautious | Taxable | USD | 2025-12-19 | 760,366 | 99,493 | 660,873 | 1 | 49.8 | 38.7 | 0 | 11.5 | MUB:33.3%;AAPL:33.3%;XLF:33.3% | US:76.3;EU:7.2;APAC:9.5;EM:5.1;Other:1.8 | Value:-0.1;Growth:+0.4;Quality:-0.1;Size:+0.8;Momentum:-0.5;LowVol:-0.9 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 6 | 30 | 3.4 | trailing 8% | 121 | 12.9 | Volatile | 26.9 | 4.93 | 3.1 | 170 | 0 | 60 | 70 | false | Rebalance | Shift +1% to bonds from equity | 26 | -28 | BrokerC | LMT | 95 | null | null | Normal monitoring | 73 | 2 | 161 | 5 | false | Increase defensive factor exposure |
P4899 | Hands-off | Roth | USD | 2025-04-14 | 509,007 | 48,400 | 460,607 | 1 | 62.2 | 15.8 | 15.5 | 6.5 | BND:33.3%;XLF:33.3%;IEF:33.3% | US:67.2;EU:17.7;APAC:5.2;EM:7.9;Other:2.1 | Value:-0.9;Growth:+0.8;Quality:-0.6;Size:-0.9;Momentum:+0.5;LowVol:-0.4 | ESGOnly | 6 | 30 | 4.2 | trailing 8% | 136 | 19.5 | Bear | 33.8 | 3.93 | 1.2 | 143 | -49 | 30 | 93 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -40 | BrokerB | LMT | 98 | VAR>budget | Reduce | Risk above budget threshold | 40 | 7 | 67 | 4 | false | Tax-aware sells next window |
P4900 | Hands-off | 401k | USD | 2025-07-17 | 397,281 | 38,811 | 358,470 | 1 | 65.2 | 24.3 | 4.4 | 6 | AMZN:17.4%;IEF:21.6%;GLD:24.8%;VNQ:22.7%;BRK.B:13.4% | US:70.7;EU:6.5;APAC:11.2;EM:8.8;Other:2.7 | Value:+0.5;Growth:-0.3;Quality:+0.8;Size:-1.0;Momentum:-0.5;LowVol:+0.5 | NoDerivatives | 6 | 25 | 5.5 | trailing 8% | 103 | 18.1 | Bear | 26.9 | 3.59 | 2.1 | 155 | -57 | 11 | 67 | false | Sell | Trim extended winner -1% | 23 | -6 | BrokerB | VWAP | 94 | null | null | Normal monitoring | 92 | -1 | 56 | 4 | false | Monitor dispersion and breadth |
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