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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P4901 | Systematic | 401k | USD | 2024-08-06 | 783,939 | 49,094 | 734,845 | 1 | 61.3 | 29.5 | 0 | 9.1 | GLD:10.9%;VOO:21.4%;MSFT:19.5%;MUB:12.3%;TLT:14.5%;AMZN:21.4% | US:60.1;EU:15.8;APAC:13.5;EM:8.0;Other:2.6 | Value:-0.2;Growth:-0.4;Quality:-0.5;Size:+0.5;Momentum:-0.8;LowVol:+0.5 | NoDerivatives | 10 | 30 | 5.5 | trailing 8% | 136 | 21.8 | Volatile | 29.4 | 5.35 | 3.2 | 146 | 25 | 55 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -1 | BrokerA | MKT | 85 | VAR>budget | TightenStops | Risk above budget threshold | 92 | -28 | 175 | 3 | false | Within IPS guidelines |
P4902 | Hands-off | Trust | USD | 2024-09-14 | 504,183 | 22,807 | 481,376 | 1 | 71.1 | 19.7 | 0 | 9.2 | MUB:21.2%;VNQ:9.3%;QQQ:19.9%;VTI:15.1%;AAPL:14.8%;VOO:19.6% | US:58.1;EU:18.0;APAC:14.2;EM:6.7;Other:3.0 | Value:+0.3;Growth:+0.3;Quality:-0.2;Size:-0.0;Momentum:-0.8;LowVol:-0.6 | ESGOnly;MaxPos6% | 6 | 25 | 4.1 | trailing 8% | 127 | 14.6 | Volatile | 30.7 | 4.3 | 3 | 150 | 73 | 72 | 89 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -2 | BrokerA | VWAP | 85 | VAR>budget | Hedge | Risk above budget threshold | -54 | -39 | 70 | 4 | false | Tighten stops on momentum names |
P4903 | Hands-off | Roth | USD | 2024-09-18 | 678,180 | 48,633 | 629,547 | 1 | 62.7 | 27.5 | 3.3 | 6.5 | TLT:30.5%;VTI:34.8%;AMZN:34.8% | US:68.3;EU:13.0;APAC:12.3;EM:6.1;Other:0.3 | Value:-0.2;Growth:+0.8;Quality:-0.9;Size:+0.5;Momentum:+0.2;LowVol:-0.1 | NoDerivatives | 10 | 25 | 4.5 | trailing 8% | 139 | 13.7 | Sideways | 21.1 | 4.77 | 2 | 113 | 4 | 41 | 56 | true | Rebalance | Rebalance back to target bands | -15 | 15 | BrokerB | LMT | 85 | VAR>budget | TightenStops | Risk above budget threshold | 35 | -54 | 130 | 4 | false | Within IPS guidelines |
P4904 | Active | Roth | USD | 2024-12-03 | 616,847 | 38,885 | 577,962 | 1.19 | 60.5 | 22.3 | 10.3 | 7 | QQQ:11.5%;XLF:22.3%;HYG:22.3%;AMZN:14.9%;VTI:8.9%;VNQ:20.1% | US:58.5;EU:17.4;APAC:13.5;EM:7.4;Other:3.2 | Value:-0.5;Growth:+0.1;Quality:+0.4;Size:+0.5;Momentum:-0.2;LowVol:-0.8 | null | 8 | 25 | 5.6 | trailing 9% | 215 | 20.7 | Sideways | 15.7 | 3.76 | 2.7 | 109 | 38 | 83 | 48 | false | Rebalance | Shift +1% to bonds from equity | -4 | 0 | BrokerD | LMT | 86 | null | null | Normal monitoring | -24 | -49 | -2 | 4 | false | Within IPS guidelines |
P4905 | Opportunistic | Trust | USD | 2024-07-08 | 1,614,383 | 83,452 | 1,530,931 | 1 | 65.6 | 17.2 | 11.2 | 6 | GLD:33.3%;AMZN:33.3%;TLT:33.3% | US:59.5;EU:12.7;APAC:11.7;EM:11.3;Other:4.8 | Value:-0.4;Growth:+0.4;Quality:-0.9;Size:-0.3;Momentum:+0.9;LowVol:+0.2 | MaxPos6% | 6 | 30 | 5.9 | trailing 7% | 269 | 33 | Volatile | 27.3 | 4.51 | 3.7 | 159 | -15 | 35 | 81 | true | Hedge | Buy index puts 1% notional | 17 | 3 | BrokerB | MKT | 93 | VAR>budget | Hedge | Risk above budget threshold | 54 | -59 | 31 | 3 | true | Tighten stops on momentum names |
P4906 | Cautious | Trust | USD | 2024-12-06 | 490,037 | 65,377 | 424,660 | 1 | 47 | 31.2 | 11.3 | 10.5 | VTI:8.4%;IEF:15.2%;AMZN:19.3%;BRK.B:20.4%;GLD:20.4%;HYG:16.4% | US:70.0;EU:8.6;APAC:12.3;EM:6.8;Other:2.3 | Value:+0.3;Growth:-0.2;Quality:-0.9;Size:+0.7;Momentum:+0.7;LowVol:-0.1 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 4.5 | hard 10% | 111 | 16.5 | Bull | 13.4 | 4.78 | 2.6 | 111 | 116 | 97 | 45 | false | Sell | Trim extended winner -1% | 7 | -38 | BrokerC | MKT | 92 | null | null | Normal monitoring | 10 | -58 | -29 | 4 | false | Increase defensive factor exposure |
P4907 | Opportunistic | IRA | USD | 2024-07-09 | 329,800 | 25,926 | 303,874 | 1 | 69.9 | 13 | 8.2 | 8.9 | AAPL:33.3%;HYG:33.3%;VOO:33.3% | US:68.1;EU:17.4;APAC:5.4;EM:4.3;Other:5.0 | Value:-0.0;Growth:+1.0;Quality:-0.2;Size:-0.9;Momentum:-0.1;LowVol:+0.7 | null | 10 | 25 | 4.5 | trailing 7% | 275 | 24.1 | Sideways | 18.4 | 4.99 | 2.2 | 130 | 7 | 59 | 58 | false | Sell | Trim extended winner -1% | -15 | -16 | BrokerD | LMT | 97 | null | null | Normal monitoring | -36 | -46 | 8 | 4 | false | Increase defensive factor exposure |
P4908 | Opportunistic | Trust | USD | 2025-08-17 | 1,593,392 | 115,553 | 1,477,839 | 1.24 | 71 | 16 | 8.5 | 4.4 | MSFT:25.0%;VOO:25.0%;HYG:25.0%;MUB:25.0% | US:75.5;EU:7.5;APAC:8.9;EM:4.8;Other:3.3 | Value:-0.2;Growth:-0.7;Quality:-0.8;Size:+0.4;Momentum:+0.1;LowVol:-0.4 | MaxPos5% | 5 | 30 | 4.3 | hard 12% | 235 | 31.4 | Sideways | 17.9 | 3.9 | 3.1 | 99 | 7 | 56 | 59 | false | Rebalance | Shift +1% to bonds from equity | 32 | -18 | BrokerB | MKT | 91 | null | null | Normal monitoring | 11 | -47 | -15 | 5 | false | Increase defensive factor exposure |
P4909 | Cautious | IRA | USD | 2025-07-12 | 357,324 | 41,150 | 316,174 | 1 | 37.9 | 32.9 | 17.9 | 11.3 | VOO:20.3%;BND:18.3%;VNQ:9.2%;BRK.B:10.8%;XLF:20.7%;VTI:20.7% | US:59.4;EU:20.1;APAC:7.0;EM:12.1;Other:1.4 | Value:-0.7;Growth:+0.7;Quality:-0.6;Size:-0.3;Momentum:-0.0;LowVol:-0.8 | ESGOnly;NoMargin | 6 | 25 | 4.9 | hard 10% | 150 | 16.4 | Bull | 15.2 | 4.59 | 2.7 | 84 | 88 | 100 | 40 | false | Rebalance | Shift +1% to bonds from equity | 12 | 2 | BrokerD | MKT | 87 | null | null | Normal monitoring | 30 | -30 | 98 | 3 | false | Monitor dispersion and breadth |
P4910 | Active | Taxable | USD | 2025-09-09 | 654,238 | 59,261 | 594,977 | 1 | 55.2 | 28.7 | 8.7 | 7.4 | AMZN:34.6%;BND:30.8%;IEF:34.6% | US:78.2;EU:6.5;APAC:5.8;EM:8.5;Other:1.0 | Value:+0.9;Growth:-0.0;Quality:-0.8;Size:-0.3;Momentum:-0.9;LowVol:+0.7 | NoDerivatives | 8 | 35 | 5.9 | trailing 9% | 168 | 23.9 | Volatile | 28.4 | 3.5 | 3.8 | 171 | -53 | 29 | 65 | false | Rebalance | Shift +1% to bonds from equity | 9 | 12 | BrokerA | LMT | 99 | null | null | Normal monitoring | 26 | -52 | 150 | 4 | false | Within IPS guidelines |
P4911 | Cautious | Taxable | USD | 2025-03-03 | 588,516 | 68,298 | 520,218 | 1 | 50.8 | 35.3 | 0 | 13.9 | BND:33.3%;IEF:33.3%;VOO:33.3% | US:64.6;EU:18.5;APAC:10.0;EM:6.1;Other:0.8 | Value:-0.8;Growth:+0.4;Quality:-0.2;Size:+0.1;Momentum:-0.1;LowVol:+0.9 | MaxPos7%;NoMargin | 6 | 30 | 5.1 | trailing 8% | 141 | 13.8 | Volatile | 26.8 | 4.73 | 3.7 | 157 | 62 | 74 | 68 | false | Buy | Add to core equity +1% | -7 | -35 | BrokerA | LMT | 95 | null | null | Normal monitoring | 69 | -34 | 200 | 4 | false | Increase defensive factor exposure |
P4912 | Hands-off | Taxable | USD | 2025-05-16 | 212,742 | 13,522 | 199,220 | 1 | 64.5 | 22.8 | 2.9 | 9.8 | VNQ:9.1%;AMZN:14.9%;VOO:20.6%;TLT:20.6%;HYG:19.4%;MSFT:15.4% | US:66.9;EU:11.0;APAC:12.3;EM:5.9;Other:3.9 | Value:+0.6;Growth:-0.2;Quality:+0.1;Size:-0.4;Momentum:+0.4;LowVol:-0.3 | ESGOnly;MaxPos8%;NoDerivatives | 5 | 35 | 4.6 | trailing 8% | 139 | 15.5 | Bull | 15.4 | 4.9 | 2.5 | 94 | 52 | 62 | 47 | false | NoAction | Within bands; monitor | 18 | 10 | BrokerB | LMT | 91 | null | null | Normal monitoring | 74 | -41 | 175 | 3 | false | Increase defensive factor exposure |
P4913 | Hands-off | Trust | USD | 2024-12-15 | 729,353 | 30,927 | 698,426 | 1 | 65.5 | 29 | 0 | 5.5 | AMZN:20.5%;GLD:19.2%;TSLA:20.5%;VNQ:14.0%;AAPL:20.5%;TLT:5.3% | US:56.6;EU:19.2;APAC:8.0;EM:12.1;Other:4.1 | Value:0.0;Growth:+0.1;Quality:-0.4;Size:+0.8;Momentum:-0.4;LowVol:-0.6 | null | 5 | 25 | 3.2 | hard 10% | 162 | 13.1 | Bull | 15.8 | 4.42 | 2.6 | 77 | 76 | 93 | 52 | false | NoAction | Within bands; monitor | 22 | -21 | BrokerA | MKT | 0 | null | null | Normal monitoring | 20 | -44 | 145 | 5 | false | Tighten stops on momentum names |
P4914 | Active | Trust | USD | 2024-08-07 | 1,065,755 | 73,007 | 992,748 | 1 | 56.5 | 23.1 | 13.8 | 6.6 | BRK.B:23.0%;IEF:11.0%;BND:23.0%;MUB:20.1%;HYG:23.0% | US:60.0;EU:17.0;APAC:8.8;EM:9.9;Other:4.3 | Value:-0.6;Growth:+0.1;Quality:-0.2;Size:+0.2;Momentum:-0.6;LowVol:+0.9 | null | 10 | 25 | 5.8 | trailing 8% | 215 | 19.2 | Bull | 16.2 | 3.72 | 3.3 | 114 | 21 | 51 | 39 | false | Rebalance | Shift +1% to bonds from equity | -1 | -18 | BrokerA | MKT | 89 | null | null | Normal monitoring | 70 | 5 | 179 | 4 | false | Tighten stops on momentum names |
P4915 | Opportunistic | Roth | USD | 2025-01-04 | 546,881 | 16,408 | 530,473 | 1 | 62.8 | 13.9 | 16.6 | 6.7 | TLT:23.4%;TSLA:25.7%;VOO:25.7%;XLF:25.3% | US:73.6;EU:12.1;APAC:4.8;EM:7.3;Other:2.1 | Value:+0.7;Growth:-0.9;Quality:+0.6;Size:0.0;Momentum:+0.8;LowVol:-0.9 | MaxPos8%;NoDerivatives | 7 | 30 | 5.8 | trailing 9% | 227 | 34 | Volatile | 24.4 | 5.08 | 2.1 | 157 | 78 | 84 | 74 | true | Hedge | Buy index puts 1% notional | 4 | -29 | BrokerC | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 75 | -39 | 169 | 4 | false | Increase defensive factor exposure |
P4916 | Active | IRA | USD | 2025-11-18 | 1,802,279 | 132,200 | 1,670,079 | 1 | 62 | 25.2 | 3.1 | 9.7 | VTI:20.5%;MSFT:19.6%;GLD:20.5%;AMZN:19.8%;HYG:19.5% | US:70.3;EU:7.2;APAC:10.7;EM:8.5;Other:3.4 | Value:+0.4;Growth:-0.9;Quality:+0.5;Size:-0.7;Momentum:-0.6;LowVol:-0.1 | null | 7 | 35 | 4.9 | trailing 8% | 179 | 20.1 | Volatile | 26 | 3.53 | 4.4 | 122 | 59 | 81 | 68 | false | NoAction | Within bands; monitor | -14 | 10 | BrokerA | MKT | 0 | null | null | Normal monitoring | 85 | 17 | 191 | 5 | false | Within IPS guidelines |
P4917 | Active | IRA | USD | 2024-11-11 | 2,391,450 | 190,231 | 2,201,219 | 1 | 58.4 | 25.2 | 9.9 | 6.4 | VOO:33.3%;TSLA:33.3%;VTI:33.3% | US:68.0;EU:7.6;APAC:14.3;EM:6.7;Other:3.4 | Value:+0.2;Growth:+0.2;Quality:-0.5;Size:+1.0;Momentum:+0.7;LowVol:+0.8 | null | 5 | 35 | 5.4 | trailing 8% | 185 | 22.2 | Bull | 13.9 | 4.96 | 3.2 | 72 | 29 | 76 | 49 | false | Rebalance | Shift +1% to bonds from equity | -8 | -32 | BrokerC | LMT | 99 | null | null | Normal monitoring | 5 | -9 | 38 | 5 | false | Tighten stops on momentum names |
P4918 | Systematic | 401k | USD | 2025-09-08 | 928,935 | 54,451 | 874,484 | 1 | 65.6 | 20.6 | 4.7 | 9.1 | IEF:33.3%;VOO:33.3%;MUB:33.3% | US:68.2;EU:8.0;APAC:10.9;EM:10.8;Other:2.1 | Value:+0.5;Growth:-0.5;Quality:+0.8;Size:-0.8;Momentum:-0.9;LowVol:+0.2 | null | 10 | 35 | 4.8 | hard 12% | 229 | 20.6 | Volatile | 20 | 4.8 | 3.2 | 140 | 4 | 38 | 55 | false | NoAction | Within bands; monitor | 7 | -4 | BrokerD | MKT | 0 | null | null | Normal monitoring | 27 | -35 | 138 | 4 | false | Within IPS guidelines |
P4919 | Active | Trust | USD | 2025-01-18 | 756,235 | 73,846 | 682,389 | 1.22 | 60.3 | 20 | 10.9 | 8.9 | HYG:14.6%;IEF:15.2%;VOO:20.2%;XLF:16.4%;VNQ:15.2%;BND:18.5% | US:69.1;EU:12.2;APAC:12.6;EM:3.7;Other:2.4 | Value:+0.3;Growth:+0.5;Quality:-0.9;Size:+0.1;Momentum:-0.2;LowVol:-0.5 | MaxPos6% | 10 | 35 | 5.6 | trailing 9% | 131 | 27.3 | Bear | 25.9 | 3.63 | 1.1 | 202 | -18 | 51 | 66 | false | Buy | Add to core equity +1% | 14 | -32 | BrokerA | MKT | 96 | null | null | Normal monitoring | 38 | -33 | 65 | 4 | false | Tighten stops on momentum names |
P4920 | Active | IRA | USD | 2024-10-30 | 1,941,930 | 232,441 | 1,709,489 | 1 | 56.1 | 23.8 | 14.7 | 5.3 | AAPL:25.0%;AMZN:25.0%;VTI:25.0%;BND:25.0% | US:70.4;EU:12.5;APAC:7.3;EM:9.2;Other:0.5 | Value:+0.5;Growth:+0.7;Quality:+1.0;Size:+0.9;Momentum:-0.5;LowVol:+0.2 | MaxPos5%;NoDerivatives | 8 | 35 | 4.3 | trailing 9% | 218 | 22.7 | Volatile | 22 | 3.94 | 2.7 | 129 | -34 | 44 | 47 | false | Buy | Add to core equity +1% | 10 | 3 | BrokerA | LMT | 95 | null | null | Normal monitoring | 12 | -37 | 150 | 4 | false | Monitor dispersion and breadth |
P4921 | Opportunistic | Trust | USD | 2025-10-08 | 1,624,401 | 132,269 | 1,492,132 | 1 | 61.9 | 19.6 | 10.6 | 7.9 | VOO:10.4%;AAPL:22.6%;MSFT:20.2%;MUB:22.6%;BND:12.2%;TLT:11.9% | US:55.2;EU:14.9;APAC:16.2;EM:10.7;Other:3.1 | Value:-0.1;Growth:-0.9;Quality:+0.7;Size:-0.9;Momentum:+0.4;LowVol:+0.4 | MaxPos7% | 7 | 30 | 4.8 | hard 12% | 208 | 32.7 | Volatile | 32 | 4.34 | 4 | 176 | 77 | 81 | 76 | true | Rebalance | Rebalance back to target bands | 20 | -14 | BrokerA | MKT | 99 | VAR>budget | Reduce | Risk above budget threshold | -39 | -20 | -25 | 4 | false | Increase defensive factor exposure |
P4922 | Active | Taxable | USD | 2025-09-10 | 532,961 | 51,006 | 481,955 | 1 | 55.7 | 23.8 | 13.4 | 7 | AMZN:28.7%;HYG:13.8%;TSLA:28.7%;MUB:28.7% | US:61.4;EU:18.7;APAC:10.4;EM:7.7;Other:1.9 | Value:+0.1;Growth:-0.3;Quality:-0.2;Size:+0.6;Momentum:+0.1;LowVol:0.0 | MaxPos8% | 8 | 30 | 5.3 | trailing 8% | 190 | 20.8 | Sideways | 21 | 3.74 | 3.1 | 103 | -11 | 55 | 48 | false | NoAction | Within bands; monitor | 31 | 0 | BrokerA | MKT | 0 | null | null | Normal monitoring | -11 | -28 | -18 | 5 | false | Monitor dispersion and breadth |
P4923 | Cautious | Roth | USD | 2025-10-28 | 430,779 | 35,392 | 395,387 | 1 | 47.6 | 33.2 | 7.8 | 11.4 | TLT:9.2%;AMZN:22.2%;MUB:9.5%;VTI:22.2%;BND:14.8%;VOO:22.2% | US:67.1;EU:10.1;APAC:11.4;EM:9.2;Other:2.2 | Value:-0.9;Growth:+0.2;Quality:+0.6;Size:-0.7;Momentum:-0.3;LowVol:+0.1 | MaxPos5%;NoDerivatives;NoMargin | 6 | 30 | 4.4 | hard 10% | 127 | 18.7 | Volatile | 21.2 | 5.35 | 4.3 | 170 | -16 | 42 | 48 | false | Rebalance | Shift +1% to bonds from equity | 13 | 1 | BrokerA | LMT | 93 | null | null | Normal monitoring | -18 | 0 | 41 | 5 | false | Tax-aware sells next window |
P4924 | Cautious | 401k | USD | 2025-07-12 | 691,687 | 60,377 | 631,310 | 1 | 48.2 | 35.4 | 4.1 | 12.3 | IEF:26.8%;BRK.B:19.7%;VNQ:26.8%;AAPL:26.8% | US:59.3;EU:15.9;APAC:11.6;EM:13.3;Other:0.0 | Value:+0.4;Growth:+0.4;Quality:+0.5;Size:-0.5;Momentum:+0.1;LowVol:+0.3 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 5.6 | trailing 8% | 125 | 16.7 | Bull | 16.5 | 4.75 | 3.1 | 120 | 10 | 55 | 45 | false | Buy | Add to core equity +1% | 24 | -12 | BrokerB | MKT | 97 | null | null | Normal monitoring | 110 | -55 | 73 | 3 | false | Tax-aware sells next window |
P4925 | Hands-off | Roth | USD | 2025-10-23 | 519,029 | 34,266 | 484,763 | 1 | 63.4 | 27.4 | 0 | 9.2 | TSLA:20.2%;AMZN:20.2%;GLD:8.9%;XLF:16.8%;TLT:19.4%;MSFT:14.5% | US:72.8;EU:14.1;APAC:5.7;EM:6.3;Other:1.2 | Value:0.0;Growth:-0.9;Quality:-0.8;Size:-0.2;Momentum:-0.5;LowVol:+0.2 | null | 8 | 30 | 5.3 | trailing 8% | 105 | 17.4 | Sideways | 16.7 | 4.02 | 3 | 126 | 13 | 45 | 60 | false | Rebalance | Shift +1% to bonds from equity | -14 | -22 | BrokerB | LMT | 92 | null | null | Normal monitoring | 30 | -9 | 146 | 5 | false | Within IPS guidelines |
P4926 | Hands-off | IRA | USD | 2025-04-22 | 867,882 | 36,833 | 831,049 | 1 | 67.2 | 24.1 | 0 | 8.7 | XLF:28.5%;IEF:28.5%;BRK.B:28.5%;TLT:14.6% | US:72.4;EU:13.0;APAC:5.4;EM:9.1;Other:0.0 | Value:+0.7;Growth:+0.5;Quality:-0.1;Size:+0.2;Momentum:+0.7;LowVol:-1.0 | ESGOnly;MaxPos8% | 10 | 35 | 5 | trailing 10% | 95 | 18.1 | Sideways | 21.6 | 4.92 | 3.3 | 109 | 19 | 66 | 60 | false | Buy | Add to core equity +1% | 26 | 6 | BrokerA | VWAP | 96 | null | null | Normal monitoring | 67 | -4 | 106 | 4 | false | Within IPS guidelines |
P4927 | Hands-off | IRA | USD | 2024-10-31 | 549,245 | 43,078 | 506,167 | 1 | 62 | 17.2 | 14.4 | 6.4 | VOO:20.3%;MSFT:10.9%;TLT:19.1%;VTI:15.3%;MUB:14.2%;XLF:20.3% | US:67.0;EU:8.3;APAC:15.2;EM:7.0;Other:2.5 | Value:-0.4;Growth:+0.7;Quality:-0.0;Size:-0.8;Momentum:-0.4;LowVol:+0.7 | ESGOnly;NoDerivatives | 8 | 35 | 3.4 | trailing 8% | 134 | 12.8 | Sideways | 16.8 | 4.43 | 2.1 | 126 | 47 | 73 | 44 | false | Rebalance | Shift +1% to bonds from equity | -4 | -31 | BrokerA | MKT | 90 | null | null | Normal monitoring | -48 | -1 | -56 | 3 | false | Within IPS guidelines |
P4928 | Hands-off | IRA | USD | 2025-10-08 | 364,719 | 19,943 | 344,776 | 1 | 67.5 | 17 | 8.5 | 7 | VOO:21.1%;AMZN:19.3%;TSLA:14.1%;TLT:12.1%;AAPL:21.1%;GLD:12.3% | US:61.6;EU:18.9;APAC:5.5;EM:11.3;Other:2.6 | Value:+0.1;Growth:-1.0;Quality:-1.0;Size:+0.6;Momentum:-0.4;LowVol:-0.6 | NoDerivatives | 7 | 35 | 5.4 | trailing 8% | 145 | 13.8 | Volatile | 29 | 4.81 | 2.4 | 136 | 7 | 40 | 69 | false | NoAction | Within bands; monitor | 15 | -16 | BrokerB | LMT | 85 | null | null | Normal monitoring | 11 | 12 | 0 | 4 | false | Increase defensive factor exposure |
P4929 | Hands-off | IRA | USD | 2024-10-28 | 208,062 | 10,584 | 197,478 | 1 | 67.9 | 19 | 3.1 | 10 | HYG:33.3%;XLF:33.3%;TSLA:33.3% | US:71.2;EU:7.5;APAC:10.7;EM:7.5;Other:3.1 | Value:+0.7;Growth:-0.2;Quality:+0.1;Size:+0.3;Momentum:+0.3;LowVol:-0.5 | ESGOnly | 10 | 25 | 5.9 | hard 10% | 145 | 14.8 | Volatile | 28.9 | 4.19 | 2.3 | 179 | -47 | 24 | 84 | true | Rebalance | Rebalance back to target bands | 3 | -4 | BrokerB | MKT | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -25 | -47 | -38 | 3 | false | Tighten stops on momentum names |
P4930 | Active | Taxable | USD | 2025-09-22 | 954,401 | 57,728 | 896,673 | 1.1 | 60.8 | 30.8 | 0 | 8.4 | BRK.B:16.2%;QQQ:21.6%;XLF:17.0%;HYG:12.9%;TLT:11.4%;VOO:20.9% | US:71.3;EU:10.4;APAC:11.9;EM:5.3;Other:1.2 | Value:+0.9;Growth:-0.2;Quality:-0.1;Size:+0.4;Momentum:+0.1;LowVol:-0.7 | null | 7 | 30 | 5.1 | trailing 8% | 212 | 19.4 | Bull | 17.7 | 4.72 | 3 | 114 | 29 | 63 | 52 | false | Rebalance | Shift +1% to bonds from equity | 9 | -7 | BrokerD | MKT | 100 | null | null | Normal monitoring | 66 | -39 | 88 | 3 | false | Monitor dispersion and breadth |
P4931 | Cautious | Trust | USD | 2024-10-23 | 646,865 | 86,092 | 560,773 | 1 | 38.9 | 34.8 | 10.4 | 15.9 | MSFT:13.1%;VNQ:21.9%;XLF:23.8%;BRK.B:19.0%;QQQ:22.3% | US:62.8;EU:14.7;APAC:13.3;EM:7.5;Other:1.7 | Value:+0.3;Growth:-0.5;Quality:-0.7;Size:+0.7;Momentum:+1.0;LowVol:+0.9 | ESGOnly;NoMargin | 5 | 25 | 6 | hard 10% | 165 | 13.7 | Bull | 13.9 | 3.65 | 2.8 | 99 | 44 | 77 | 27 | false | Sell | Trim extended winner -1% | -15 | -40 | BrokerB | MKT | 93 | null | null | Normal monitoring | 21 | -40 | 56 | 5 | false | Increase defensive factor exposure |
P4932 | Hands-off | IRA | USD | 2024-12-24 | 289,297 | 18,818 | 270,479 | 1 | 66.5 | 22.9 | 2.9 | 7.7 | TSLA:19.7%;BND:21.7%;AMZN:8.6%;TLT:21.7%;QQQ:14.4%;MUB:13.9% | US:63.9;EU:13.7;APAC:10.3;EM:9.6;Other:2.5 | Value:-0.7;Growth:-0.4;Quality:-0.9;Size:-0.8;Momentum:+0.9;LowVol:-0.8 | null | 8 | 35 | 5.2 | trailing 8% | 170 | 15 | Volatile | 23.7 | 3.8 | 3.1 | 129 | -41 | 43 | 57 | false | Sell | Trim extended winner -1% | 14 | -8 | BrokerA | MKT | 98 | null | null | Normal monitoring | 5 | 18 | 99 | 5 | false | Within IPS guidelines |
P4933 | Hands-off | Roth | USD | 2025-05-28 | 231,576 | 17,883 | 213,693 | 1 | 67.5 | 22.8 | 3.9 | 5.9 | BRK.B:27.1%;AAPL:27.1%;XLF:20.7%;GLD:25.0% | US:60.7;EU:16.5;APAC:14.1;EM:5.5;Other:3.2 | Value:+0.6;Growth:+0.3;Quality:+0.8;Size:+0.6;Momentum:0.0;LowVol:-0.1 | null | 7 | 25 | 3.8 | hard 10% | 136 | 18.9 | Volatile | 21.4 | 4.48 | 4 | 141 | 5 | 41 | 70 | false | Buy | Add to core equity +1% | 12 | 7 | BrokerA | LMT | 87 | null | null | Normal monitoring | 85 | -41 | 209 | 5 | false | Increase defensive factor exposure |
P4934 | Hands-off | Trust | USD | 2025-09-18 | 858,225 | 48,811 | 809,414 | 1 | 70.7 | 20.7 | 0 | 8.6 | IEF:33.3%;MSFT:33.3%;HYG:33.3% | US:62.9;EU:16.9;APAC:10.9;EM:8.2;Other:1.2 | Value:-0.2;Growth:+0.6;Quality:-0.1;Size:+0.5;Momentum:+0.7;LowVol:+0.4 | ESGOnly;MaxPos6% | 7 | 25 | 4.2 | trailing 8% | 142 | 14 | Sideways | 15 | 3.63 | 3.2 | 112 | 4 | 53 | 48 | false | Rebalance | Shift +1% to bonds from equity | 7 | 4 | BrokerD | LMT | 99 | null | null | Normal monitoring | 65 | -16 | 101 | 5 | false | Monitor dispersion and breadth |
P4935 | Active | IRA | USD | 2024-09-21 | 2,296,540 | 204,624 | 2,091,916 | 1 | 50.5 | 19.2 | 20.6 | 9.7 | GLD:19.9%;AMZN:20.4%;MUB:5.4%;VOO:20.3%;BND:20.4%;TLT:13.5% | US:72.4;EU:10.6;APAC:5.2;EM:7.1;Other:4.7 | Value:+0.4;Growth:-0.5;Quality:+0.6;Size:+0.4;Momentum:+0.9;LowVol:-0.1 | MaxPos8% | 5 | 25 | 4 | trailing 9% | 156 | 17.3 | Bull | 14.1 | 4.13 | 2.6 | 99 | 82 | 81 | 34 | false | Sell | Trim extended winner -1% | -2 | 7 | BrokerC | LMT | 87 | null | null | Normal monitoring | 102 | 2 | 66 | 5 | false | Monitor dispersion and breadth |
P4936 | Hands-off | Taxable | USD | 2024-08-02 | 442,663 | 31,170 | 411,493 | 1 | 66.3 | 24.5 | 0 | 9.2 | MUB:33.3%;VOO:33.3%;AAPL:33.3% | US:64.1;EU:8.5;APAC:14.4;EM:10.8;Other:2.2 | Value:-0.6;Growth:+0.8;Quality:+0.5;Size:-0.8;Momentum:-0.1;LowVol:-0.0 | MaxPos8% | 7 | 35 | 4.2 | trailing 8% | 90 | 17 | Volatile | 28.2 | 5.06 | 3.9 | 116 | 0 | 45 | 71 | true | Rebalance | Rebalance back to target bands | 20 | 11 | BrokerD | MKT | 96 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 111 | -42 | 182 | 5 | false | Increase defensive factor exposure |
P4937 | Cautious | Taxable | USD | 2025-06-25 | 628,498 | 66,967 | 561,531 | 1 | 40.4 | 30.6 | 12.7 | 16.3 | VTI:21.6%;HYG:26.1%;AMZN:26.1%;TLT:26.1% | US:72.5;EU:9.9;APAC:8.6;EM:8.9;Other:0.2 | Value:+0.5;Growth:+0.6;Quality:+0.4;Size:+0.8;Momentum:-0.9;LowVol:-0.2 | NoDerivatives;NoMargin | 10 | 35 | 3.9 | trailing 8% | 108 | 17.2 | Bull | 11.1 | 3.62 | 3.2 | 96 | 95 | 90 | 27 | false | Sell | Trim extended winner -1% | 18 | -22 | BrokerB | MKT | 86 | null | null | Normal monitoring | -20 | -35 | 100 | 3 | false | Tighten stops on momentum names |
P4938 | Active | 401k | USD | 2025-08-24 | 2,111,377 | 225,867 | 1,885,510 | 1 | 68.3 | 21.7 | 1.5 | 8.5 | MSFT:27.5%;VOO:19.9%;AAPL:25.2%;TLT:27.5% | US:69.1;EU:17.9;APAC:9.2;EM:3.4;Other:0.4 | Value:+0.3;Growth:-0.1;Quality:+0.6;Size:+0.4;Momentum:-0.1;LowVol:+0.4 | null | 6 | 25 | 4.7 | trailing 8% | 173 | 17.8 | Bull | 17.9 | 4.78 | 2.3 | 111 | 18 | 56 | 63 | false | Rebalance | Shift +1% to bonds from equity | 15 | -3 | BrokerC | MKT | 87 | null | null | Normal monitoring | -41 | -12 | -77 | 3 | false | Within IPS guidelines |
P4939 | Hands-off | Trust | USD | 2024-10-26 | 176,189 | 8,697 | 167,492 | 1 | 59.6 | 18.8 | 14.2 | 7.3 | BND:33.3%;VOO:33.3%;VTI:33.3% | US:68.8;EU:8.5;APAC:7.3;EM:11.7;Other:3.7 | Value:-0.5;Growth:-0.5;Quality:-0.2;Size:-0.1;Momentum:-0.7;LowVol:+0.1 | ESGOnly;NoDerivatives | 6 | 25 | 4.4 | trailing 10% | 165 | 16.2 | Volatile | 26.6 | 5.37 | 2.4 | 146 | -30 | 32 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 11 | -18 | BrokerC | LMT | 93 | VAR>budget | Hedge | Risk above budget threshold | 28 | 1 | 73 | 4 | false | Increase defensive factor exposure |
P4940 | Active | 401k | USD | 2024-11-30 | 704,861 | 48,875 | 655,986 | 1 | 56.8 | 23.2 | 12.4 | 7.6 | AAPL:23.9%;IEF:13.8%;AMZN:18.8%;GLD:23.9%;MUB:19.7% | US:64.6;EU:6.4;APAC:13.5;EM:12.7;Other:2.8 | Value:-0.6;Growth:+0.5;Quality:+0.3;Size:-0.1;Momentum:-0.3;LowVol:+0.9 | null | 10 | 30 | 5.2 | hard 12% | 208 | 18.1 | Volatile | 23.3 | 5.37 | 4 | 125 | -37 | 27 | 55 | false | Rebalance | Shift +1% to bonds from equity | 2 | -1 | BrokerD | LMT | 96 | null | null | Normal monitoring | 85 | -28 | 124 | 4 | false | Monitor dispersion and breadth |
P4941 | Hands-off | Taxable | USD | 2025-10-31 | 649,959 | 52,492 | 597,467 | 1 | 60 | 24.7 | 7.5 | 7.8 | TLT:19.7%;AAPL:12.7%;BRK.B:21.6%;VTI:13.6%;IEF:10.8%;VNQ:21.6% | US:69.5;EU:10.2;APAC:13.0;EM:5.1;Other:2.3 | Value:+0.5;Growth:-0.8;Quality:-0.0;Size:+0.4;Momentum:+0.9;LowVol:-0.4 | ESGOnly | 7 | 30 | 4.6 | trailing 8% | 143 | 15.3 | Bull | 13.2 | 3.99 | 3.4 | 108 | 14 | 59 | 35 | false | Hedge | Add TLT +1% as duration hedge | 35 | -18 | BrokerA | VWAP | 98 | null | null | Normal monitoring | -51 | -44 | -91 | 5 | false | Increase defensive factor exposure |
P4942 | Systematic | Roth | USD | 2025-08-15 | 1,538,910 | 105,280 | 1,433,630 | 1 | 61.9 | 29.3 | 0 | 8.7 | XLF:21.9%;TLT:17.7%;VTI:11.7%;VNQ:17.2%;AAPL:9.6%;MUB:21.9% | US:60.1;EU:18.0;APAC:10.2;EM:7.2;Other:4.4 | Value:+0.7;Growth:-0.1;Quality:-0.3;Size:-0.0;Momentum:+0.1;LowVol:-0.7 | MaxPos6% | 10 | 25 | 4.8 | trailing 8% | 181 | 19.6 | Bull | 14 | 3.76 | 3.2 | 74 | 37 | 82 | 43 | false | Sell | Trim extended winner -1% | -3 | -15 | BrokerD | MKT | 88 | null | null | Normal monitoring | -43 | -2 | 0 | 5 | false | Tax-aware sells next window |
P4943 | Systematic | IRA | USD | 2024-09-17 | 670,799 | 30,321 | 640,478 | 1 | 63.7 | 30.8 | 0 | 5.5 | GLD:28.7%;MUB:28.7%;IEF:28.7%;MSFT:14.0% | US:72.9;EU:9.5;APAC:8.5;EM:3.7;Other:5.5 | Value:-0.5;Growth:-0.7;Quality:+0.7;Size:-0.9;Momentum:+0.6;LowVol:-0.8 | MaxPos8% | 6 | 25 | 5.1 | trailing 8% | 162 | 19 | Bear | 28.1 | 3.09 | 2.9 | 171 | -42 | 28 | 83 | true | Hedge | Buy index puts 1% notional | 28 | -19 | BrokerB | MKT | 85 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 35 | 1 | 18 | 5 | false | Within IPS guidelines |
P4944 | Active | Roth | USD | 2024-10-15 | 2,112,859 | 220,047 | 1,892,812 | 1.05 | 69.9 | 19 | 2 | 9.1 | BRK.B:25.0%;IEF:25.0%;BND:25.0%;VTI:25.0% | US:60.1;EU:20.2;APAC:11.8;EM:5.8;Other:2.1 | Value:-0.2;Growth:-0.7;Quality:-0.0;Size:-0.0;Momentum:+0.7;LowVol:+0.6 | MaxPos7% | 8 | 25 | 4.2 | trailing 8% | 171 | 18.2 | Bull | 12.3 | 4.12 | 2.4 | 114 | 102 | 92 | 48 | false | Rebalance | Shift +1% to bonds from equity | 30 | -15 | BrokerC | MKT | 94 | null | null | Normal monitoring | -41 | -59 | -58 | 4 | false | Within IPS guidelines |
P4945 | Active | 401k | USD | 2025-05-20 | 1,739,526 | 187,749 | 1,551,777 | 1 | 57.4 | 27.9 | 9.3 | 5.4 | QQQ:23.1%;MSFT:23.1%;BRK.B:23.1%;VOO:16.7%;VTI:14.0% | US:71.9;EU:8.4;APAC:14.2;EM:4.7;Other:0.8 | Value:+0.5;Growth:+0.7;Quality:-0.6;Size:-0.0;Momentum:+0.9;LowVol:+0.3 | MaxPos6%;NoDerivatives | 8 | 25 | 5.3 | trailing 8% | 139 | 21.8 | Bull | 17.8 | 3.96 | 3.4 | 95 | 29 | 79 | 56 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | 15 | BrokerB | MKT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 44 | -30 | 152 | 3 | false | Monitor dispersion and breadth |
P4946 | Cautious | Roth | USD | 2024-12-03 | 342,250 | 41,473 | 300,777 | 1 | 36.1 | 35.5 | 12.5 | 15.9 | MUB:14.6%;TSLA:24.1%;XLF:17.4%;VNQ:19.7%;QQQ:24.1% | US:65.1;EU:13.3;APAC:14.4;EM:7.1;Other:0.2 | Value:-0.8;Growth:+0.8;Quality:-0.4;Size:+0.3;Momentum:-0.7;LowVol:+0.8 | ESGOnly;NoMargin | 10 | 35 | 4.7 | hard 10% | 102 | 18.1 | Volatile | 28.5 | 4.94 | 2.1 | 156 | 80 | 82 | 53 | false | Sell | Trim extended winner -1% | -3 | -40 | BrokerB | MKT | 86 | null | null | Normal monitoring | -37 | -47 | 80 | 5 | false | Within IPS guidelines |
P4947 | Systematic | IRA | USD | 2024-08-29 | 465,106 | 28,675 | 436,431 | 1 | 61.8 | 21.2 | 8.3 | 8.8 | MSFT:16.5%;AMZN:11.1%;TLT:17.5%;TSLA:20.6%;GLD:20.6%;IEF:13.7% | US:65.3;EU:15.7;APAC:13.0;EM:5.0;Other:1.0 | Value:+0.9;Growth:0.0;Quality:+0.8;Size:-0.5;Momentum:+0.4;LowVol:+0.8 | null | 10 | 25 | 5.4 | trailing 9% | 226 | 26.4 | Sideways | 14 | 4.55 | 2.1 | 97 | 46 | 73 | 54 | false | Buy | Add to core equity +1% | 22 | 9 | BrokerD | LMT | 92 | null | null | Normal monitoring | 115 | -27 | 104 | 4 | false | Monitor dispersion and breadth |
P4948 | Hands-off | Trust | USD | 2025-06-07 | 509,548 | 21,148 | 488,400 | 1 | 73.2 | 16.7 | 0.7 | 9.4 | TLT:20.5%;VNQ:12.5%;GLD:19.4%;AMZN:19.5%;TSLA:18.8%;MSFT:9.3% | US:71.1;EU:5.6;APAC:8.6;EM:11.8;Other:2.9 | Value:-0.4;Growth:+0.1;Quality:+0.1;Size:+0.5;Momentum:+0.2;LowVol:-0.2 | null | 10 | 25 | 3.2 | hard 10% | 91 | 17.3 | Volatile | 28.9 | 4.65 | 2.7 | 176 | 4 | 55 | 79 | true | Rebalance | Rebalance back to target bands | -5 | 13 | BrokerB | LMT | 89 | VAR>budget | TightenStops | Risk above budget threshold | 58 | 15 | 146 | 4 | false | Tighten stops on momentum names |
P4949 | Active | Trust | USD | 2024-10-26 | 1,113,014 | 127,796 | 985,218 | 1.18 | 54.2 | 27.5 | 10.3 | 7.9 | HYG:22.1%;TLT:18.5%;VNQ:13.5%;MSFT:22.1%;AMZN:12.5%;MUB:11.3% | US:61.7;EU:17.5;APAC:10.9;EM:9.1;Other:0.8 | Value:-0.1;Growth:-0.0;Quality:-0.5;Size:+0.1;Momentum:+0.7;LowVol:+0.5 | MaxPos7% | 8 | 30 | 4.4 | trailing 8% | 204 | 19.9 | Bull | 16.4 | 4.12 | 2.1 | 113 | 103 | 93 | 45 | false | Rebalance | Shift +1% to bonds from equity | 35 | -9 | BrokerB | MKT | 90 | null | null | Normal monitoring | -59 | -1 | 16 | 4 | false | Monitor dispersion and breadth |
P4950 | Hands-off | 401k | USD | 2024-09-13 | 675,891 | 53,540 | 622,351 | 1 | 58 | 19.7 | 15.7 | 6.6 | TLT:21.1%;MUB:17.6%;GLD:12.1%;IEF:15.4%;XLF:14.1%;VNQ:19.8% | US:60.7;EU:15.8;APAC:12.6;EM:8.3;Other:2.6 | Value:-0.6;Growth:-0.4;Quality:-0.9;Size:-0.6;Momentum:-0.2;LowVol:+0.6 | MaxPos6%;NoDerivatives | 6 | 30 | 3.7 | hard 10% | 149 | 19 | Volatile | 21.8 | 4.88 | 2.8 | 173 | -28 | 22 | 59 | false | Buy | Add to core equity +1% | 27 | -20 | BrokerA | LMT | 89 | null | null | Normal monitoring | 109 | 4 | 159 | 5 | false | Within IPS guidelines |
P4951 | Opportunistic | IRA | USD | 2025-11-14 | 411,433 | 23,126 | 388,307 | 1 | 67.3 | 16.9 | 8.2 | 7.7 | VOO:35.5%;TSLA:35.5%;TLT:28.9% | US:66.3;EU:14.6;APAC:9.0;EM:7.7;Other:2.5 | Value:+0.3;Growth:+0.4;Quality:+0.5;Size:+0.8;Momentum:-0.4;LowVol:-0.9 | null | 8 | 25 | 4.3 | trailing 7% | 205 | 23.2 | Sideways | 21.5 | 4.34 | 2.4 | 131 | -5 | 49 | 61 | false | Hedge | Add TLT +1% as duration hedge | 10 | 3 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 33 | -5 | 16 | 3 | false | Monitor dispersion and breadth |
P4952 | Opportunistic | IRA | USD | 2025-09-23 | 579,688 | 31,288 | 548,400 | 1 | 68.1 | 12.4 | 15.2 | 4.3 | AMZN:23.5%;TSLA:23.5%;HYG:13.8%;VNQ:22.9%;AAPL:16.2% | US:68.1;EU:19.1;APAC:5.8;EM:4.9;Other:2.1 | Value:+0.2;Growth:-0.7;Quality:-0.7;Size:+0.4;Momentum:+0.9;LowVol:+0.3 | NoDerivatives | 6 | 35 | 4.6 | trailing 7% | 224 | 33.6 | Bear | 29.7 | 3.41 | 1.2 | 168 | -4 | 35 | 76 | true | Hedge | Buy index puts 1% notional | -13 | -31 | BrokerB | LMT | 92 | VAR>budget | Pause | Risk above budget threshold | -41 | 8 | 30 | 5 | false | Increase defensive factor exposure |
P4953 | Cautious | Trust | USD | 2024-12-13 | 463,081 | 49,662 | 413,419 | 1 | 53.5 | 35.3 | 0 | 11.3 | TLT:23.5%;VNQ:14.0%;AMZN:21.8%;XLF:23.5%;QQQ:17.2% | US:65.8;EU:17.9;APAC:6.3;EM:8.3;Other:1.8 | Value:-0.1;Growth:-0.1;Quality:-0.9;Size:-0.1;Momentum:+0.3;LowVol:+0.6 | NoMargin | 6 | 35 | 5.4 | trailing 8% | 93 | 19.9 | Bull | 13.1 | 3.59 | 2.2 | 75 | 25 | 74 | 46 | false | Buy | Add to core equity +1% | -2 | -25 | BrokerA | LMT | 96 | null | null | Normal monitoring | 53 | 17 | 109 | 4 | false | Increase defensive factor exposure |
P4954 | Systematic | Taxable | USD | 2025-04-18 | 684,363 | 56,362 | 628,001 | 1 | 56.8 | 31.6 | 4.4 | 7.2 | TLT:34.4%;TSLA:34.4%;BRK.B:31.2% | US:68.2;EU:16.3;APAC:6.9;EM:5.5;Other:3.1 | Value:-0.1;Growth:-0.7;Quality:+0.4;Size:-0.3;Momentum:-0.4;LowVol:-0.1 | null | 7 | 30 | 4.5 | hard 12% | 213 | 17.5 | Volatile | 22.3 | 4.58 | 2.9 | 177 | 25 | 47 | 66 | true | Rebalance | Rebalance back to target bands | 28 | -16 | BrokerC | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | 65 | -16 | 170 | 3 | true | Increase defensive factor exposure |
P4955 | Hands-off | IRA | USD | 2024-09-28 | 662,766 | 54,487 | 608,279 | 1 | 61.9 | 20.5 | 10.9 | 6.7 | IEF:21.5%;AAPL:26.2%;XLF:26.2%;GLD:26.2% | US:65.9;EU:14.5;APAC:7.2;EM:8.8;Other:3.6 | Value:-0.9;Growth:+0.9;Quality:0.0;Size:-0.8;Momentum:+1.0;LowVol:-1.0 | null | 10 | 35 | 4.7 | trailing 8% | 97 | 18.9 | Volatile | 25.7 | 4.18 | 2.2 | 161 | -39 | 19 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | -2 | BrokerC | VWAP | 95 | RegimeShift | Pause | Volatility spike and breadth deterioration | -37 | 9 | 96 | 3 | false | Within IPS guidelines |
P4956 | Hands-off | Trust | USD | 2025-07-23 | 567,020 | 24,607 | 542,413 | 1 | 70 | 22.2 | 2.5 | 5.3 | BRK.B:33.3%;AMZN:33.3%;VNQ:33.3% | US:73.3;EU:6.8;APAC:11.6;EM:5.7;Other:2.6 | Value:-0.9;Growth:+0.4;Quality:+0.2;Size:+0.2;Momentum:-0.6;LowVol:0.0 | null | 8 | 30 | 4 | trailing 10% | 163 | 14.7 | Bull | 15.9 | 3.8 | 2.9 | 109 | 29 | 60 | 46 | false | Rebalance | Shift +1% to bonds from equity | -2 | 2 | BrokerB | MKT | 87 | null | null | Normal monitoring | 74 | -25 | 80 | 4 | false | Increase defensive factor exposure |
P4957 | Opportunistic | Roth | USD | 2024-09-15 | 1,511,934 | 48,075 | 1,463,859 | 1 | 77.3 | 14.7 | 0.2 | 7.8 | VOO:19.0%;TLT:10.0%;BND:13.6%;VNQ:21.7%;AAPL:22.0%;VTI:13.6% | US:74.1;EU:5.6;APAC:5.2;EM:10.7;Other:4.3 | Value:+0.4;Growth:+0.5;Quality:-0.5;Size:-0.7;Momentum:-0.4;LowVol:-0.8 | null | 10 | 30 | 5.7 | trailing 7% | 162 | 26.5 | Sideways | 19.6 | 4.52 | 2.6 | 93 | 31 | 54 | 75 | false | Rebalance | Shift +1% to bonds from equity | -3 | -29 | BrokerB | VWAP | 99 | null | null | Normal monitoring | 64 | -22 | 87 | 3 | false | Within IPS guidelines |
P4958 | Systematic | Roth | USD | 2024-11-24 | 1,267,841 | 88,956 | 1,178,885 | 1 | 66.3 | 25.8 | 0.4 | 7.5 | BND:21.2%;TLT:11.0%;AMZN:15.0%;MUB:11.2%;AAPL:21.2%;XLF:20.3% | US:68.6;EU:11.6;APAC:11.2;EM:5.5;Other:3.1 | Value:-0.7;Growth:-0.2;Quality:-0.2;Size:+0.5;Momentum:-0.2;LowVol:-0.7 | null | 8 | 35 | 5.3 | trailing 9% | 171 | 21.4 | Bear | 34.4 | 3.23 | 3 | 159 | -117 | 5 | 96 | true | Rebalance | Rebalance back to target bands | 16 | -14 | BrokerB | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | 40 | -27 | 71 | 4 | false | Increase defensive factor exposure |
P4959 | Active | Roth | USD | 2025-10-16 | 1,484,354 | 146,793 | 1,337,561 | 1 | 63 | 23.3 | 8.4 | 5.4 | AAPL:18.6%;MSFT:22.8%;TLT:16.9%;BRK.B:18.9%;VNQ:22.8% | US:64.6;EU:15.9;APAC:12.0;EM:7.1;Other:0.4 | Value:-0.6;Growth:+0.6;Quality:-0.2;Size:+0.5;Momentum:-0.6;LowVol:-0.9 | MaxPos6% | 7 | 25 | 4.8 | trailing 9% | 137 | 24.9 | Volatile | 26.4 | 4.28 | 2.9 | 143 | 62 | 90 | 78 | true | Rebalance | Rebalance back to target bands | 33 | -3 | BrokerD | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | -43 | -24 | -21 | 4 | false | Within IPS guidelines |
P4960 | Systematic | Roth | USD | 2025-11-16 | 1,068,620 | 66,836 | 1,001,784 | 1 | 60.4 | 22.9 | 6.9 | 9.8 | BRK.B:32.8%;QQQ:33.6%;XLF:33.6% | US:61.0;EU:16.5;APAC:11.7;EM:8.9;Other:1.9 | Value:+0.4;Growth:+0.8;Quality:+0.5;Size:+0.2;Momentum:+0.7;LowVol:-0.6 | NoDerivatives | 10 | 35 | 5.7 | trailing 9% | 130 | 18.5 | Bull | 12.6 | 3.77 | 2.4 | 112 | 88 | 92 | 42 | false | NoAction | Within bands; monitor | 26 | 8 | BrokerA | MKT | 0 | null | null | Normal monitoring | 15 | 2 | 14 | 5 | false | Tighten stops on momentum names |
P4961 | Cautious | 401k | USD | 2024-09-20 | 607,557 | 75,334 | 532,223 | 1 | 42.5 | 43 | 4.1 | 10.3 | MUB:33.5%;VTI:33.5%;VOO:32.9% | US:74.7;EU:8.6;APAC:7.1;EM:6.2;Other:3.3 | Value:-0.7;Growth:+0.4;Quality:-1.0;Size:-0.7;Momentum:+0.9;LowVol:+0.4 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 4.2 | hard 10% | 140 | 17.3 | Bull | 16.9 | 4.98 | 2.6 | 80 | 58 | 71 | 38 | false | Rebalance | Shift +1% to bonds from equity | 28 | -37 | BrokerA | MKT | 88 | null | null | Normal monitoring | 51 | -39 | 157 | 5 | false | Increase defensive factor exposure |
P4962 | Active | IRA | USD | 2025-01-04 | 1,701,413 | 193,295 | 1,508,118 | 1.07 | 55.5 | 20.1 | 17.9 | 6.4 | AMZN:33.3%;HYG:33.3%;MSFT:33.3% | US:64.4;EU:9.7;APAC:16.1;EM:6.1;Other:3.8 | Value:-0.3;Growth:-0.0;Quality:-0.8;Size:+0.3;Momentum:-0.0;LowVol:-0.5 | MaxPos6% | 10 | 35 | 5.1 | trailing 9% | 134 | 16 | Bear | 31.7 | 4.36 | 1.6 | 190 | -64 | 14 | 84 | true | Rebalance | Rebalance back to target bands | 29 | -17 | BrokerB | MKT | 91 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 52 | 0 | 73 | 3 | false | Increase defensive factor exposure |
P4963 | Opportunistic | 401k | USD | 2025-02-21 | 1,699,093 | 68,325 | 1,630,768 | 1 | 63.9 | 17.8 | 14 | 4.3 | VNQ:22.9%;TSLA:7.2%;AAPL:11.5%;BRK.B:21.3%;HYG:22.9%;XLF:14.2% | US:67.6;EU:7.5;APAC:15.3;EM:5.4;Other:4.2 | Value:+0.5;Growth:-0.9;Quality:-0.7;Size:-0.6;Momentum:+0.9;LowVol:-0.3 | null | 6 | 35 | 4.1 | trailing 9% | 184 | 25.6 | Volatile | 26.5 | 5.5 | 4.2 | 131 | 19 | 65 | 65 | false | Buy | Add to core equity +1% | 30 | 3 | BrokerB | LMT | 96 | null | null | Normal monitoring | -47 | -32 | 63 | 5 | false | Increase defensive factor exposure |
P4964 | Active | IRA | USD | 2025-10-25 | 2,114,010 | 134,034 | 1,979,976 | 1 | 60.2 | 29.9 | 3.4 | 6.5 | MUB:21.6%;BRK.B:7.5%;TSLA:21.6%;AMZN:21.6%;VNQ:9.4%;VOO:18.4% | US:72.4;EU:10.5;APAC:7.9;EM:7.4;Other:1.9 | Value:-0.5;Growth:+0.1;Quality:+0.3;Size:-1.0;Momentum:+0.2;LowVol:+0.5 | MaxPos5%;NoDerivatives | 5 | 35 | 6 | trailing 8% | 220 | 19 | Bull | 13 | 4.85 | 3.2 | 107 | 21 | 48 | 36 | false | Rebalance | Shift +1% to bonds from equity | -4 | -24 | BrokerA | MKT | 98 | null | null | Normal monitoring | 102 | -4 | 230 | 4 | false | Increase defensive factor exposure |
P4965 | Opportunistic | 401k | USD | 2025-04-05 | 1,166,669 | 66,077 | 1,100,592 | 1 | 73 | 17.2 | 1.7 | 8.1 | TLT:26.3%;QQQ:21.1%;GLD:26.3%;HYG:26.3% | US:58.4;EU:21.6;APAC:9.7;EM:5.2;Other:5.2 | Value:+0.7;Growth:0.0;Quality:-0.3;Size:+0.7;Momentum:+0.7;LowVol:-0.9 | null | 8 | 25 | 4.8 | trailing 7% | 182 | 23.9 | Volatile | 30.6 | 5.05 | 2.6 | 128 | -60 | 7 | 87 | true | Rebalance | Rebalance back to target bands | 33 | -2 | BrokerA | MKT | 97 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -30 | -3 | -15 | 5 | false | Tighten stops on momentum names |
P4966 | Cautious | Taxable | USD | 2024-07-05 | 221,339 | 26,526 | 194,813 | 1 | 39.6 | 43.5 | 4.4 | 12.4 | GLD:24.9%;VNQ:13.8%;BND:24.9%;HYG:24.9%;MUB:11.5% | US:68.0;EU:17.1;APAC:6.4;EM:7.7;Other:0.8 | Value:-0.9;Growth:+0.8;Quality:-0.6;Size:-0.3;Momentum:+0.5;LowVol:-0.4 | ESGOnly;NoMargin | 10 | 30 | 4.5 | trailing 8% | 115 | 18.7 | Bull | 12.1 | 4.05 | 3 | 76 | 39 | 57 | 37 | false | Rebalance | Shift +1% to bonds from equity | 6 | -13 | BrokerA | MKT | 86 | null | null | Normal monitoring | 82 | -11 | 79 | 4 | false | Monitor dispersion and breadth |
P4967 | Hands-off | Trust | USD | 2025-05-12 | 350,946 | 23,087 | 327,859 | 1 | 74.4 | 17 | 3 | 5.6 | XLF:18.4%;VNQ:20.1%;VOO:24.2%;BND:24.2%;MSFT:13.0% | US:70.2;EU:7.4;APAC:10.1;EM:11.0;Other:1.4 | Value:+0.5;Growth:-0.2;Quality:-0.5;Size:-0.2;Momentum:+0.8;LowVol:+0.9 | ESGOnly | 5 | 35 | 4.7 | trailing 8% | 117 | 17.1 | Bear | 28.5 | 3.46 | 1.4 | 138 | -107 | 5 | 83 | true | Hedge | Buy index puts 1% notional | 30 | 14 | BrokerD | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | 69 | -35 | 29 | 3 | false | Monitor dispersion and breadth |
P4968 | Opportunistic | Taxable | USD | 2025-01-09 | 609,712 | 40,093 | 569,619 | 1 | 74.1 | 17.2 | 3.8 | 4.8 | XLF:21.7%;VNQ:13.2%;MUB:11.4%;TLT:10.9%;IEF:21.7%;BND:21.1% | US:60.6;EU:16.9;APAC:14.5;EM:7.3;Other:0.7 | Value:+0.9;Growth:+0.5;Quality:-0.5;Size:+0.7;Momentum:+0.6;LowVol:-0.8 | null | 10 | 25 | 5 | hard 12% | 250 | 31.4 | Bull | 11.5 | 4.96 | 2.4 | 87 | 31 | 66 | 42 | true | Hedge | Buy index puts 1% notional | 0 | -26 | BrokerB | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 10 | 12 | 62 | 4 | false | Increase defensive factor exposure |
P4969 | Systematic | Taxable | USD | 2025-11-22 | 660,848 | 65,708 | 595,140 | 1 | 62.6 | 31.9 | 0 | 5.5 | TSLA:28.2%;AAPL:15.5%;VTI:28.2%;HYG:28.2% | US:65.0;EU:16.8;APAC:7.4;EM:6.3;Other:4.5 | Value:+0.7;Growth:-0.4;Quality:+1.0;Size:-0.9;Momentum:+0.1;LowVol:+0.6 | MaxPos7% | 6 | 30 | 5.4 | hard 12% | 204 | 17.3 | Bull | 12.9 | 4.56 | 2.6 | 106 | 55 | 64 | 51 | false | Hedge | Add TLT +1% as duration hedge | 13 | -32 | BrokerB | LMT | 93 | null | null | Normal monitoring | 9 | 4 | 121 | 3 | false | Within IPS guidelines |
P4970 | Cautious | IRA | USD | 2025-05-08 | 621,068 | 97,032 | 524,036 | 1 | 45.2 | 33 | 11.5 | 10.3 | BND:33.3%;MUB:33.3%;QQQ:33.3% | US:71.7;EU:18.1;APAC:4.9;EM:4.6;Other:0.7 | Value:-0.6;Growth:+0.7;Quality:+0.8;Size:-0.1;Momentum:+0.4;LowVol:+0.3 | MaxPos6%;NoMargin | 10 | 35 | 4.3 | trailing 8% | 93 | 13.8 | Bull | 12.5 | 3.86 | 3 | 107 | 86 | 92 | 36 | false | Buy | Add to core equity +1% | 1 | -22 | BrokerC | LMT | 85 | null | null | Normal monitoring | -52 | -49 | 27 | 5 | false | Monitor dispersion and breadth |
P4971 | Systematic | Trust | USD | 2024-11-08 | 620,510 | 31,804 | 588,706 | 1 | 55.7 | 21.9 | 16.6 | 5.8 | TLT:11.2%;VTI:13.5%;AAPL:21.1%;HYG:21.6%;IEF:21.6%;VOO:10.9% | US:66.4;EU:10.6;APAC:7.2;EM:13.4;Other:2.4 | Value:+0.4;Growth:-0.5;Quality:-0.8;Size:+1.0;Momentum:+0.1;LowVol:-0.1 | MaxPos5%;NoDerivatives | 8 | 30 | 4.7 | trailing 8% | 126 | 20.4 | Bull | 11.6 | 4.35 | 3.2 | 119 | 43 | 63 | 37 | false | Rebalance | Shift +1% to bonds from equity | -11 | -36 | BrokerA | LMT | 88 | null | null | Normal monitoring | 79 | -21 | 47 | 4 | false | Within IPS guidelines |
P4972 | Active | Roth | USD | 2025-03-30 | 1,548,128 | 153,025 | 1,395,103 | 1 | 61.7 | 30.3 | 0 | 7.9 | VNQ:18.5%;VTI:19.0%;MSFT:25.1%;BND:12.3%;TSLA:25.1% | US:67.4;EU:9.5;APAC:15.4;EM:7.5;Other:0.2 | Value:+0.7;Growth:+0.7;Quality:-0.4;Size:-1.0;Momentum:-1.0;LowVol:+0.3 | MaxPos7% | 7 | 35 | 4.5 | trailing 8% | 197 | 25.6 | Bull | 13 | 4.71 | 2.7 | 96 | 78 | 99 | 34 | false | Rebalance | Shift +1% to bonds from equity | -8 | 9 | BrokerB | MKT | 91 | null | null | Normal monitoring | -23 | -50 | 72 | 5 | false | Tax-aware sells next window |
P4973 | Opportunistic | 401k | USD | 2025-10-17 | 1,308,593 | 66,777 | 1,241,816 | 1.25 | 71.7 | 20.5 | 0 | 7.8 | VTI:17.9%;MSFT:29.3%;GLD:23.4%;QQQ:29.3% | US:61.0;EU:14.3;APAC:13.2;EM:5.9;Other:5.5 | Value:+0.7;Growth:-0.3;Quality:+0.6;Size:+0.9;Momentum:-0.6;LowVol:+0.2 | MaxPos8% | 5 | 25 | 6.8 | trailing 7% | 200 | 28.8 | Bear | 25.5 | 3.9 | 2.9 | 171 | 28 | 52 | 75 | true | Hedge | Buy index puts 1% notional | 14 | 11 | BrokerA | LMT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -48 | -37 | 35 | 4 | false | Tighten stops on momentum names |
P4974 | Hands-off | IRA | USD | 2025-02-20 | 652,049 | 55,177 | 596,872 | 1 | 62 | 21.6 | 11.1 | 5.3 | VNQ:21.7%;QQQ:14.3%;IEF:21.7%;VTI:20.5%;GLD:21.7% | US:67.9;EU:6.2;APAC:15.4;EM:9.1;Other:1.3 | Value:+0.1;Growth:+0.5;Quality:+0.8;Size:-0.9;Momentum:+0.4;LowVol:+0.1 | null | 6 | 35 | 4.4 | trailing 8% | 139 | 18.3 | Bull | 14.4 | 3.74 | 3.4 | 112 | 57 | 70 | 55 | false | Buy | Add to core equity +1% | -8 | -7 | BrokerD | MKT | 92 | null | null | Normal monitoring | -19 | -55 | 119 | 3 | false | Increase defensive factor exposure |
P4975 | Cautious | Trust | USD | 2025-02-26 | 683,329 | 73,936 | 609,393 | 1 | 47.2 | 35.8 | 5.3 | 11.6 | TLT:16.9%;MSFT:19.0%;BRK.B:20.1%;VTI:18.9%;XLF:17.4%;GLD:7.6% | US:61.7;EU:18.7;APAC:10.6;EM:4.1;Other:4.9 | Value:+0.7;Growth:+0.2;Quality:+1.0;Size:-0.1;Momentum:-0.7;LowVol:+0.3 | ESGOnly;NoMargin | 6 | 30 | 5 | hard 10% | 140 | 19.1 | Volatile | 26.2 | 5.28 | 4.1 | 174 | -49 | 12 | 53 | false | Rebalance | Shift +1% to bonds from equity | 28 | -5 | BrokerD | MKT | 94 | null | null | Normal monitoring | -15 | -34 | 84 | 3 | false | Tighten stops on momentum names |
P4976 | Opportunistic | Taxable | USD | 2024-11-16 | 881,300 | 57,609 | 823,691 | 1.06 | 62.4 | 10.6 | 19.1 | 7.9 | TSLA:30.9%;BND:34.5%;MUB:34.5% | US:59.8;EU:17.2;APAC:11.0;EM:8.2;Other:3.8 | Value:+0.7;Growth:0.0;Quality:+0.1;Size:+0.1;Momentum:+0.8;LowVol:-0.7 | null | 7 | 35 | 6.8 | hard 12% | 279 | 28.8 | Bull | 15.2 | 4.88 | 3.5 | 87 | 113 | 100 | 42 | false | Buy | Add to core equity +1% | 14 | 12 | BrokerA | LMT | 93 | null | null | Normal monitoring | 13 | -54 | -20 | 4 | false | Tighten stops on momentum names |
P4977 | Active | Taxable | USD | 2025-09-28 | 964,505 | 60,867 | 903,638 | 1 | 57 | 21.1 | 14.1 | 7.8 | VOO:15.9%;QQQ:18.0%;XLF:16.9%;MSFT:16.8%;MUB:15.5%;GLD:16.8% | US:57.6;EU:16.7;APAC:12.8;EM:10.8;Other:2.2 | Value:+0.9;Growth:+0.3;Quality:+0.1;Size:+0.4;Momentum:+0.6;LowVol:-0.1 | MaxPos6%;NoDerivatives | 7 | 30 | 5.7 | trailing 8% | 202 | 24.1 | Sideways | 15.2 | 4.26 | 3.5 | 102 | 34 | 57 | 34 | false | Rebalance | Shift +1% to bonds from equity | 13 | -34 | BrokerD | VWAP | 100 | null | null | Normal monitoring | 84 | -7 | 127 | 3 | false | Increase defensive factor exposure |
P4978 | Active | 401k | USD | 2025-06-17 | 2,363,724 | 208,509 | 2,155,215 | 1 | 65.4 | 29.8 | 0 | 4.8 | AAPL:8.8%;AMZN:9.4%;TLT:15.8%;XLF:23.9%;BND:18.2%;VOO:23.9% | US:70.4;EU:7.1;APAC:16.0;EM:5.6;Other:0.9 | Value:+0.3;Growth:+0.8;Quality:-0.1;Size:+0.9;Momentum:-0.9;LowVol:-0.6 | MaxPos6% | 6 | 35 | 5.1 | trailing 8% | 155 | 18.1 | Volatile | 23.6 | 4.29 | 2 | 175 | 34 | 63 | 69 | false | Buy | Add to core equity +1% | -8 | 4 | BrokerD | MKT | 100 | null | null | Normal monitoring | -10 | -53 | 94 | 3 | false | Within IPS guidelines |
P4979 | Systematic | 401k | USD | 2024-08-05 | 438,712 | 31,250 | 407,462 | 1 | 68.3 | 24.6 | 0 | 7.1 | BRK.B:33.3%;TLT:33.3%;VTI:33.3% | US:66.6;EU:12.5;APAC:6.1;EM:11.0;Other:3.7 | Value:+0.3;Growth:-0.2;Quality:+0.7;Size:+0.4;Momentum:+0.7;LowVol:+0.9 | NoDerivatives | 7 | 30 | 5.4 | hard 12% | 192 | 16.7 | Sideways | 16.8 | 4.8 | 2.7 | 120 | 18 | 47 | 64 | false | Sell | Trim extended winner -1% | 26 | 11 | BrokerD | MKT | 85 | null | null | Normal monitoring | 109 | 17 | 200 | 5 | false | Increase defensive factor exposure |
P4980 | Opportunistic | IRA | USD | 2025-01-17 | 852,626 | 59,542 | 793,084 | 1 | 73.9 | 14.1 | 4.3 | 7.7 | VTI:22.7%;BRK.B:22.7%;AMZN:22.7%;TLT:22.7%;BND:9.2% | US:70.9;EU:9.7;APAC:9.5;EM:4.8;Other:5.1 | Value:-0.8;Growth:-0.5;Quality:+0.5;Size:+0.2;Momentum:+0.1;LowVol:+0.8 | null | 8 | 35 | 6.5 | trailing 7% | 192 | 32.9 | Bull | 12.6 | 4.47 | 2.1 | 91 | 24 | 73 | 39 | false | Buy | Add to core equity +1% | 28 | 14 | BrokerA | LMT | 92 | null | null | Normal monitoring | 56 | -49 | 106 | 4 | false | Monitor dispersion and breadth |
P4981 | Systematic | Taxable | USD | 2025-08-25 | 976,013 | 63,778 | 912,235 | 1 | 56.8 | 31.1 | 3.8 | 8.3 | VTI:25.9%;TSLA:25.9%;MUB:14.0%;AAPL:17.1%;QQQ:17.1% | US:75.9;EU:5.7;APAC:12.8;EM:5.6;Other:0.0 | Value:-0.8;Growth:+0.3;Quality:+0.6;Size:-0.2;Momentum:+0.8;LowVol:-0.8 | MaxPos7% | 6 | 30 | 4.5 | trailing 9% | 123 | 19.3 | Volatile | 31 | 4.73 | 2.9 | 137 | 70 | 95 | 73 | true | Rebalance | Rebalance back to target bands | 26 | -1 | BrokerC | MKT | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 64 | -28 | 77 | 2 | false | Tighten stops on momentum names |
P4982 | Hands-off | Roth | USD | 2025-01-07 | 379,602 | 33,973 | 345,629 | 1 | 57.7 | 21.1 | 11.9 | 9.2 | TLT:10.3%;AAPL:23.8%;HYG:19.9%;IEF:9.7%;QQQ:23.8%;AMZN:12.5% | US:63.6;EU:14.9;APAC:17.4;EM:3.8;Other:0.3 | Value:-0.3;Growth:+0.7;Quality:-1.0;Size:+0.8;Momentum:-0.5;LowVol:-0.8 | ESGOnly;MaxPos8% | 7 | 35 | 5.1 | trailing 10% | 166 | 16.9 | Sideways | 17.9 | 4.48 | 3 | 133 | -9 | 44 | 43 | true | Hedge | Buy index puts 1% notional | 24 | -36 | BrokerB | MKT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 8 | -8 | 48 | 2 | false | Increase defensive factor exposure |
P4983 | Cautious | 401k | USD | 2025-07-01 | 855,779 | 99,228 | 756,551 | 1 | 37.8 | 36.3 | 15.7 | 10.3 | XLF:33.3%;TLT:33.3%;IEF:33.3% | US:74.2;EU:10.6;APAC:5.6;EM:5.2;Other:4.4 | Value:+0.3;Growth:+0.9;Quality:-0.1;Size:-0.6;Momentum:+0.5;LowVol:-0.3 | NoMargin | 7 | 35 | 3.5 | trailing 8% | 139 | 16.7 | Sideways | 16.4 | 4.57 | 3.5 | 103 | 39 | 77 | 37 | true | Hedge | Buy index puts 1% notional | 13 | 13 | BrokerB | LMT | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -14 | -7 | 59 | 5 | false | Tighten stops on momentum names |
P4984 | Hands-off | Trust | USD | 2025-04-04 | 880,249 | 71,697 | 808,552 | 1 | 66.8 | 22.3 | 5.1 | 5.8 | AAPL:14.7%;MSFT:19.1%;VOO:22.7%;HYG:20.9%;XLF:22.7% | US:69.1;EU:14.1;APAC:10.5;EM:5.9;Other:0.4 | Value:-1.0;Growth:-0.1;Quality:-0.2;Size:+0.5;Momentum:-0.8;LowVol:-0.9 | ESGOnly;MaxPos5%;NoDerivatives | 10 | 30 | 5.3 | trailing 10% | 94 | 18.7 | Volatile | 25.7 | 4.66 | 3.1 | 119 | 55 | 67 | 62 | false | Hedge | Add TLT +1% as duration hedge | -2 | -35 | BrokerB | MKT | 85 | null | null | Normal monitoring | 20 | 11 | 146 | 3 | false | Tighten stops on momentum names |
P4985 | Cautious | 401k | USD | 2024-11-09 | 869,860 | 80,970 | 788,890 | 1 | 48 | 40.5 | 0 | 11.6 | XLF:19.3%;QQQ:16.3%;GLD:16.2%;TLT:15.7%;AMZN:20.3%;MUB:12.2% | US:59.7;EU:20.2;APAC:10.5;EM:6.4;Other:3.1 | Value:-0.1;Growth:-0.6;Quality:+0.1;Size:-0.4;Momentum:-0.7;LowVol:-0.3 | ESGOnly;MaxPos8%;NoMargin | 5 | 35 | 3.5 | trailing 10% | 110 | 13.8 | Sideways | 14.5 | 3.74 | 2.9 | 118 | 26 | 57 | 40 | false | Hedge | Add TLT +1% as duration hedge | -13 | -18 | BrokerC | MKT | 86 | null | null | Normal monitoring | 94 | -31 | 112 | 3 | false | Monitor dispersion and breadth |
P4986 | Hands-off | 401k | USD | 2025-02-02 | 856,923 | 64,618 | 792,305 | 1 | 60 | 27.8 | 4.9 | 7.3 | TLT:14.2%;BRK.B:17.2%;IEF:11.4%;AAPL:16.1%;XLF:20.5%;MSFT:20.5% | US:60.7;EU:15.3;APAC:11.9;EM:9.8;Other:2.3 | Value:+0.3;Growth:-0.3;Quality:+0.9;Size:+0.4;Momentum:+0.1;LowVol:-0.1 | null | 6 | 25 | 4.8 | trailing 8% | 112 | 12.1 | Volatile | 27.7 | 4.88 | 2.3 | 121 | 55 | 72 | 73 | true | Hedge | Buy index puts 1% notional | -12 | -31 | BrokerC | MKT | 91 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 66 | -39 | 86 | 2 | false | Within IPS guidelines |
P4987 | Hands-off | IRA | USD | 2025-06-05 | 841,825 | 75,278 | 766,547 | 1 | 65.9 | 18.7 | 8.8 | 6.5 | XLF:9.2%;TLT:14.1%;MSFT:22.9%;VNQ:22.9%;AAPL:8.9%;TSLA:22.0% | US:71.1;EU:9.0;APAC:14.0;EM:4.3;Other:1.6 | Value:-0.9;Growth:-0.2;Quality:+0.6;Size:-0.9;Momentum:-0.6;LowVol:-0.3 | ESGOnly;MaxPos8%;NoDerivatives | 7 | 30 | 4.5 | trailing 10% | 114 | 16.8 | Bear | 26.1 | 3.44 | 2.1 | 213 | -12 | 34 | 70 | false | Hedge | Add TLT +1% as duration hedge | 28 | -19 | BrokerC | MKT | 91 | null | null | Normal monitoring | 90 | 20 | 135 | 4 | false | Increase defensive factor exposure |
P4988 | Opportunistic | Taxable | USD | 2024-10-28 | 1,102,837 | 64,641 | 1,038,196 | 1 | 64.9 | 10.2 | 17 | 8 | VNQ:10.1%;QQQ:20.7%;TSLA:23.1%;GLD:23.1%;BND:23.1% | US:78.6;EU:7.9;APAC:5.2;EM:6.3;Other:1.9 | Value:-0.2;Growth:-0.0;Quality:-0.9;Size:+0.3;Momentum:+0.6;LowVol:+1.0 | NoDerivatives | 5 | 30 | 6.2 | hard 12% | 277 | 30.9 | Bull | 15.6 | 4.08 | 2.2 | 81 | 1 | 37 | 54 | false | Sell | Trim extended winner -1% | 12 | -17 | BrokerC | MKT | 92 | null | null | Normal monitoring | 30 | -31 | 23 | 3 | false | Tax-aware sells next window |
P4989 | Cautious | 401k | USD | 2025-03-10 | 225,443 | 26,806 | 198,637 | 1 | 41 | 38.5 | 5 | 15.4 | QQQ:33.2%;GLD:33.4%;VOO:33.4% | US:57.8;EU:19.6;APAC:15.0;EM:6.6;Other:1.0 | Value:-0.9;Growth:+0.7;Quality:+0.8;Size:+0.3;Momentum:+0.9;LowVol:+0.2 | NoMargin | 8 | 35 | 3.3 | trailing 10% | 142 | 19 | Bull | 13.8 | 4.16 | 3.3 | 117 | 67 | 93 | 39 | false | Rebalance | Shift +1% to bonds from equity | 14 | 7 | BrokerC | LMT | 96 | null | null | Normal monitoring | -10 | -34 | 97 | 3 | false | Monitor dispersion and breadth |
P4990 | Opportunistic | Taxable | USD | 2024-07-05 | 337,820 | 23,398 | 314,422 | 1 | 62 | 10.8 | 20.5 | 6.7 | TSLA:14.6%;HYG:26.4%;AAPL:26.4%;BRK.B:14.0%;IEF:18.6% | US:59.6;EU:18.1;APAC:12.9;EM:6.4;Other:3.0 | Value:+0.9;Growth:+0.6;Quality:+0.3;Size:+0.7;Momentum:-0.6;LowVol:-1.0 | MaxPos8% | 10 | 35 | 4.1 | trailing 9% | 229 | 29.9 | Bull | 14.9 | 4.74 | 3.3 | 103 | 35 | 65 | 42 | false | Rebalance | Shift +1% to bonds from equity | -15 | -25 | BrokerA | VWAP | 93 | null | null | Normal monitoring | 4 | -36 | 122 | 4 | false | Within IPS guidelines |
P4991 | Active | 401k | USD | 2025-09-10 | 2,196,811 | 145,253 | 2,051,558 | 1 | 57.2 | 25.6 | 10.2 | 7 | VTI:22.7%;MSFT:8.9%;VOO:22.7%;HYG:22.7%;TLT:9.0%;GLD:14.1% | US:71.1;EU:7.6;APAC:14.2;EM:6.4;Other:0.6 | Value:-0.2;Growth:+0.2;Quality:-0.2;Size:+0.1;Momentum:+0.9;LowVol:-0.8 | MaxPos6% | 6 | 25 | 4.4 | hard 12% | 122 | 24.5 | Sideways | 14.1 | 4.15 | 2.7 | 128 | 39 | 64 | 36 | false | Rebalance | Shift +1% to bonds from equity | 23 | -19 | BrokerD | LMT | 98 | null | null | Normal monitoring | 38 | -47 | 54 | 3 | false | Within IPS guidelines |
P4992 | Systematic | 401k | USD | 2024-10-15 | 1,457,892 | 88,428 | 1,369,464 | 1 | 62.9 | 20.9 | 8.2 | 8 | AMZN:11.3%;QQQ:11.7%;XLF:20.7%;TSLA:22.9%;BRK.B:22.9%;IEF:10.5% | US:55.5;EU:20.7;APAC:8.4;EM:11.2;Other:4.2 | Value:+1.0;Growth:+0.4;Quality:-0.2;Size:-0.4;Momentum:+0.1;LowVol:-0.4 | null | 10 | 25 | 6 | hard 12% | 151 | 26.3 | Bull | 14.7 | 4.36 | 3.3 | 84 | 25 | 75 | 46 | false | Rebalance | Shift +1% to bonds from equity | 20 | -27 | BrokerB | MKT | 96 | null | null | Normal monitoring | 94 | 0 | 215 | 4 | false | Within IPS guidelines |
P4993 | Systematic | Taxable | USD | 2024-11-25 | 1,472,976 | 75,375 | 1,397,601 | 1 | 64.3 | 23.7 | 3.6 | 8.4 | VOO:33.3%;TSLA:33.3%;XLF:33.3% | US:65.6;EU:11.2;APAC:6.4;EM:12.5;Other:4.4 | Value:-0.7;Growth:+0.2;Quality:-0.4;Size:+0.1;Momentum:0.0;LowVol:+0.9 | MaxPos7% | 5 | 30 | 5.3 | trailing 8% | 216 | 23.1 | Bear | 23.7 | 4.17 | 2.3 | 139 | -50 | 23 | 74 | true | Hedge | Buy index puts 1% notional | 11 | -33 | BrokerA | MKT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 95 | -35 | 94 | 2 | false | Increase defensive factor exposure |
P4994 | Cautious | IRA | USD | 2025-05-29 | 198,781 | 26,995 | 171,786 | 1 | 46.6 | 42.1 | 0.4 | 10.9 | VTI:21.1%;VNQ:12.9%;MSFT:20.4%;IEF:11.3%;AMZN:13.2%;BND:21.1% | US:66.6;EU:6.7;APAC:12.2;EM:9.7;Other:4.8 | Value:+0.3;Growth:-0.2;Quality:+0.4;Size:-0.2;Momentum:-0.3;LowVol:-0.5 | ESGOnly;MaxPos6%;NoMargin | 8 | 30 | 4.6 | trailing 10% | 136 | 12.1 | Volatile | 27.1 | 5.14 | 2.7 | 138 | 29 | 51 | 64 | false | Sell | Trim extended winner -1% | 28 | -7 | BrokerA | MKT | 86 | null | null | Normal monitoring | 93 | -53 | 230 | 5 | false | Increase defensive factor exposure |
P4995 | Cautious | Taxable | USD | 2025-06-16 | 705,015 | 73,165 | 631,850 | 1 | 46.9 | 31.6 | 11.2 | 10.3 | GLD:33.3%;TLT:33.3%;XLF:33.3% | US:62.9;EU:18.2;APAC:13.4;EM:2.9;Other:2.5 | Value:+0.2;Growth:-0.5;Quality:-1.0;Size:0.0;Momentum:-0.4;LowVol:-0.2 | MaxPos7%;NoMargin | 5 | 35 | 4.5 | trailing 8% | 134 | 17.8 | Volatile | 31.6 | 4.62 | 3.9 | 161 | -26 | 34 | 68 | false | Rebalance | Shift +1% to bonds from equity | 15 | 0 | BrokerB | MKT | 100 | null | null | Normal monitoring | -38 | -41 | -30 | 4 | false | Tax-aware sells next window |
P4996 | Active | Roth | USD | 2025-07-13 | 516,119 | 38,823 | 477,296 | 1 | 58.2 | 31.9 | 4 | 5.9 | AMZN:25.3%;TLT:24.0%;IEF:25.3%;VTI:25.3% | US:58.0;EU:16.5;APAC:13.7;EM:9.5;Other:2.4 | Value:+1.0;Growth:-0.2;Quality:+0.3;Size:+0.1;Momentum:-0.5;LowVol:-0.6 | MaxPos5% | 7 | 30 | 5.6 | trailing 9% | 160 | 27.5 | Volatile | 27.3 | 4.53 | 2.8 | 155 | -18 | 27 | 63 | false | Rebalance | Shift +1% to bonds from equity | -3 | -2 | BrokerA | MKT | 94 | null | null | Normal monitoring | 67 | -20 | 70 | 3 | false | Monitor dispersion and breadth |
P4997 | Cautious | IRA | USD | 2025-09-26 | 432,383 | 46,366 | 386,017 | 1 | 36.7 | 36.2 | 13.2 | 13.9 | BND:33.3%;AMZN:33.3%;MUB:33.3% | US:69.0;EU:10.5;APAC:8.4;EM:7.8;Other:4.3 | Value:+0.9;Growth:+0.6;Quality:0.0;Size:+0.6;Momentum:+0.3;LowVol:-0.6 | NoMargin | 5 | 30 | 4.7 | trailing 8% | 103 | 15.7 | Bear | 26.2 | 3.52 | 1.6 | 204 | -16 | 56 | 50 | false | Rebalance | Shift +1% to bonds from equity | 27 | -36 | BrokerB | MKT | 95 | null | null | Normal monitoring | 71 | -23 | 76 | 3 | false | Increase defensive factor exposure |
P4998 | Systematic | Trust | USD | 2024-12-01 | 1,570,858 | 126,024 | 1,444,834 | 1 | 65 | 25 | 4.2 | 5.8 | MUB:23.8%;VOO:16.6%;VNQ:23.1%;HYG:23.8%;IEF:12.7% | US:75.1;EU:6.7;APAC:7.1;EM:9.1;Other:2.0 | Value:+0.7;Growth:-0.1;Quality:+1.0;Size:+0.9;Momentum:+0.8;LowVol:-0.3 | MaxPos8% | 8 | 35 | 4.3 | trailing 9% | 156 | 22.2 | Bull | 11.8 | 3.64 | 2.1 | 106 | 87 | 79 | 43 | false | Rebalance | Shift +1% to bonds from equity | 17 | 12 | BrokerA | LMT | 100 | null | null | Normal monitoring | 37 | -44 | 80 | 4 | false | Tax-aware sells next window |
P4999 | Hands-off | Trust | USD | 2024-07-28 | 231,639 | 10,633 | 221,006 | 1 | 60.9 | 26.6 | 5.3 | 7.2 | VTI:33.3%;TLT:33.3%;QQQ:33.3% | US:70.0;EU:12.3;APAC:6.5;EM:7.1;Other:4.1 | Value:+0.4;Growth:+0.4;Quality:-0.6;Size:+0.9;Momentum:+0.9;LowVol:+0.6 | null | 6 | 30 | 4.4 | hard 10% | 97 | 15.9 | Sideways | 21.3 | 4.94 | 2.5 | 92 | 13 | 60 | 62 | false | Buy | Add to core equity +1% | -7 | -16 | BrokerB | LMT | 96 | null | null | Normal monitoring | -33 | -59 | 29 | 4 | false | Within IPS guidelines |
P5000 | Opportunistic | Roth | USD | 2025-12-24 | 839,441 | 63,680 | 775,761 | 1.14 | 76 | 12.7 | 2.3 | 8.9 | MSFT:33.7%;BRK.B:33.7%;QQQ:32.5% | US:68.5;EU:13.5;APAC:6.8;EM:10.7;Other:0.5 | Value:+0.1;Growth:+0.9;Quality:+0.1;Size:-0.4;Momentum:-0.7;LowVol:-0.3 | MaxPos5% | 6 | 25 | 5.6 | hard 12% | 198 | 28.4 | Volatile | 30.5 | 4.11 | 4.3 | 129 | 5 | 48 | 87 | true | Rebalance | Rebalance back to target bands | 14 | -6 | BrokerB | LMT | 95 | VAR>budget | Pause | Risk above budget threshold | -20 | -41 | 102 | 3 | false | Monitor dispersion and breadth |
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