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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5001 | Active | IRA | USD | 2024-08-12 | 568,176 | 35,948 | 532,228 | 1 | 51.7 | 19.1 | 21.6 | 7.6 | TLT:27.6%;MSFT:17.2%;QQQ:27.6%;VOO:27.6% | US:61.3;EU:18.5;APAC:11.8;EM:5.5;Other:3.0 | Value:-0.6;Growth:-0.3;Quality:-0.2;Size:-0.3;Momentum:+0.5;LowVol:+0.5 | null | 10 | 30 | 5.7 | trailing 8% | 216 | 27.3 | Bull | 11.3 | 4.38 | 2.4 | 85 | 62 | 87 | 29 | false | Rebalance | Shift +1% to bonds from equity | 1 | 15 | BrokerB | MKT | 97 | null | null | Normal monitoring | 109 | -20 | 234 | 4 | false | Within IPS guidelines |
P5002 | Opportunistic | IRA | USD | 2024-10-11 | 1,117,097 | 72,371 | 1,044,726 | 1 | 67.3 | 11 | 16.9 | 4.9 | MUB:27.2%;HYG:27.2%;TLT:18.4%;TSLA:27.2% | US:72.0;EU:13.9;APAC:9.4;EM:3.1;Other:1.7 | Value:-0.0;Growth:-0.2;Quality:+0.6;Size:+0.6;Momentum:-0.9;LowVol:+0.5 | NoDerivatives | 8 | 35 | 4.7 | trailing 7% | 251 | 30.6 | Bear | 32.3 | 3.46 | 2.2 | 202 | 29 | 58 | 76 | true | Hedge | Buy index puts 1% notional | 34 | -18 | BrokerA | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -15 | 18 | 70 | 2 | false | Monitor dispersion and breadth |
P5003 | Active | Roth | USD | 2025-06-13 | 1,848,569 | 163,467 | 1,685,102 | 1 | 59.7 | 21.1 | 9.7 | 9.4 | BND:28.9%;GLD:28.9%;VTI:13.4%;TLT:28.9% | US:79.1;EU:7.2;APAC:8.1;EM:5.5;Other:0.1 | Value:-0.0;Growth:+0.6;Quality:+0.3;Size:-0.9;Momentum:+0.4;LowVol:-1.0 | MaxPos6% | 7 | 25 | 5.3 | trailing 8% | 133 | 18 | Bull | 16.4 | 3.75 | 3 | 102 | 37 | 67 | 42 | false | Buy | Add to core equity +1% | 23 | -22 | BrokerB | LMT | 100 | null | null | Normal monitoring | 2 | 13 | 89 | 4 | false | Tax-aware sells next window |
P5004 | Hands-off | 401k | USD | 2024-09-22 | 715,206 | 59,614 | 655,592 | 1 | 71.1 | 23.6 | 0 | 5.2 | QQQ:13.7%;AMZN:26.6%;BRK.B:14.8%;MSFT:18.2%;AAPL:26.6% | US:69.9;EU:9.1;APAC:9.9;EM:10.2;Other:1.0 | Value:-0.6;Growth:-0.5;Quality:-0.0;Size:-0.1;Momentum:-0.5;LowVol:+0.1 | null | 6 | 35 | 3.7 | trailing 10% | 124 | 18.5 | Bull | 13.4 | 4.38 | 2.2 | 77 | 16 | 64 | 49 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | -10 | BrokerC | MKT | 85 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -5 | -6 | -22 | 2 | false | Tighten stops on momentum names |
P5005 | Opportunistic | 401k | USD | 2025-12-10 | 771,998 | 39,015 | 732,983 | 1 | 73.5 | 15.7 | 6.1 | 4.7 | GLD:33.3%;VNQ:33.3%;XLF:33.3% | US:64.2;EU:9.3;APAC:12.7;EM:10.0;Other:3.9 | Value:-0.0;Growth:+0.2;Quality:-0.7;Size:+0.5;Momentum:-0.5;LowVol:+0.9 | NoDerivatives | 5 | 25 | 5.2 | trailing 9% | 164 | 24.6 | Sideways | 15.4 | 4.67 | 2.9 | 94 | 58 | 89 | 51 | false | Rebalance | Shift +1% to bonds from equity | 12 | 7 | BrokerA | MKT | 87 | null | null | Normal monitoring | 0 | 2 | 3 | 3 | false | Tax-aware sells next window |
P5006 | Opportunistic | Trust | USD | 2025-09-27 | 537,796 | 26,646 | 511,150 | 1 | 73.4 | 20.6 | 0 | 5.9 | VTI:33.3%;HYG:33.3%;IEF:33.3% | US:66.9;EU:16.9;APAC:9.0;EM:4.9;Other:2.3 | Value:+0.8;Growth:-0.1;Quality:-0.1;Size:+0.4;Momentum:+0.8;LowVol:-0.8 | NoDerivatives | 7 | 35 | 4.8 | trailing 9% | 265 | 30.5 | Bull | 16.6 | 4.08 | 2.8 | 100 | 30 | 64 | 66 | false | Hedge | Add TLT +1% as duration hedge | 30 | 6 | BrokerC | MKT | 97 | null | null | Normal monitoring | -57 | 3 | -27 | 5 | false | Within IPS guidelines |
P5007 | Systematic | Taxable | USD | 2025-10-12 | 1,019,376 | 51,874 | 967,502 | 1 | 57 | 22.3 | 14.5 | 6.1 | MUB:33.3%;GLD:33.3%;VOO:33.3% | US:75.1;EU:5.7;APAC:7.0;EM:9.4;Other:2.8 | Value:-0.2;Growth:+1.0;Quality:-0.7;Size:+0.4;Momentum:-0.8;LowVol:-0.8 | null | 8 | 30 | 5.5 | trailing 8% | 184 | 24.4 | Volatile | 21.5 | 4.88 | 3.8 | 164 | 4 | 45 | 64 | false | Sell | Trim extended winner -1% | -8 | -5 | BrokerD | MKT | 95 | null | null | Normal monitoring | 102 | -6 | 147 | 5 | false | Monitor dispersion and breadth |
P5008 | Systematic | IRA | USD | 2025-06-11 | 755,422 | 64,655 | 690,767 | 1 | 61 | 33.7 | 0 | 5.2 | BRK.B:12.2%;QQQ:20.1%;MSFT:19.6%;TSLA:17.2%;TLT:19.6%;AAPL:11.4% | US:77.3;EU:8.2;APAC:8.6;EM:4.6;Other:1.3 | Value:-0.9;Growth:0.0;Quality:-0.4;Size:+0.5;Momentum:-0.5;LowVol:-0.3 | null | 5 | 30 | 4.6 | hard 12% | 129 | 20.5 | Sideways | 21.9 | 3.84 | 3 | 120 | -15 | 38 | 68 | false | Rebalance | Shift +1% to bonds from equity | 13 | 11 | BrokerD | LMT | 97 | null | null | Normal monitoring | 87 | -48 | 87 | 4 | false | Tighten stops on momentum names |
P5009 | Cautious | 401k | USD | 2025-05-21 | 508,884 | 81,100 | 427,784 | 1 | 37.4 | 35.9 | 11.3 | 15.5 | VTI:33.3%;AMZN:33.3%;MUB:33.3% | US:63.9;EU:13.3;APAC:10.6;EM:9.0;Other:3.2 | Value:+0.6;Growth:-0.8;Quality:+0.1;Size:-0.2;Momentum:-0.4;LowVol:-0.2 | NoMargin | 8 | 30 | 3.6 | trailing 8% | 153 | 15.9 | Volatile | 21.3 | 5.33 | 4.2 | 167 | 65 | 84 | 35 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -28 | BrokerC | LMT | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 87 | -38 | 79 | 2 | false | Increase defensive factor exposure |
P5010 | Systematic | Roth | USD | 2024-12-02 | 1,993,979 | 152,455 | 1,841,524 | 1 | 58 | 33.8 | 0 | 8.2 | GLD:33.3%;VTI:33.3%;TLT:33.3% | US:65.3;EU:6.9;APAC:13.6;EM:9.0;Other:5.1 | Value:-0.2;Growth:+0.3;Quality:+0.1;Size:-0.1;Momentum:+0.1;LowVol:+0.6 | null | 10 | 30 | 5.9 | hard 12% | 153 | 23.3 | Volatile | 29.8 | 4.05 | 2.1 | 160 | 11 | 45 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -14 | BrokerD | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 8 | -60 | 55 | 3 | false | Tighten stops on momentum names |
P5011 | Opportunistic | Roth | USD | 2024-11-19 | 736,785 | 56,118 | 680,667 | 1.23 | 67.1 | 18.8 | 5.4 | 8.6 | GLD:12.6%;TLT:12.8%;QQQ:23.5%;AMZN:23.5%;IEF:12.5%;MUB:15.1% | US:71.2;EU:10.9;APAC:6.3;EM:6.9;Other:4.8 | Value:+0.7;Growth:-0.3;Quality:-0.5;Size:+0.9;Momentum:-1.0;LowVol:-0.7 | NoDerivatives | 5 | 25 | 6.4 | trailing 9% | 164 | 23.6 | Bear | 25.4 | 4.3 | 2.9 | 170 | -19 | 44 | 75 | true | Hedge | Buy index puts 1% notional | 25 | -38 | BrokerB | MKT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -50 | 10 | 51 | 4 | false | Monitor dispersion and breadth |
P5012 | Active | Taxable | USD | 2025-04-16 | 1,055,147 | 120,412 | 934,735 | 1 | 62.3 | 18.4 | 13.8 | 5.5 | MSFT:17.1%;TSLA:21.7%;TLT:7.4%;BRK.B:21.7%;VNQ:21.4%;XLF:10.8% | US:65.8;EU:14.5;APAC:8.6;EM:9.0;Other:2.0 | Value:-0.4;Growth:-0.9;Quality:-0.9;Size:+0.1;Momentum:+0.4;LowVol:-0.2 | MaxPos7%;NoDerivatives | 8 | 25 | 4.1 | trailing 9% | 126 | 20.3 | Bull | 15.1 | 3.56 | 3.5 | 88 | 115 | 100 | 41 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | 3 | BrokerD | LMT | 93 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -52 | -40 | -16 | 5 | true | Tighten stops on momentum names |
P5013 | Systematic | 401k | USD | 2024-11-09 | 1,429,689 | 81,251 | 1,348,438 | 1 | 59.7 | 22.5 | 9.5 | 8.4 | AAPL:17.7%;AMZN:14.7%;VTI:15.1%;VNQ:19.8%;BRK.B:20.0%;BND:12.7% | US:64.0;EU:13.7;APAC:12.4;EM:7.6;Other:2.3 | Value:-0.8;Growth:-0.9;Quality:+0.6;Size:-0.8;Momentum:-1.0;LowVol:+0.5 | null | 5 | 30 | 5.8 | hard 12% | 192 | 19.8 | Bear | 22.5 | 3.4 | 2.5 | 206 | -74 | 10 | 70 | false | Sell | Trim extended winner -1% | 10 | -27 | BrokerC | VWAP | 93 | null | null | Normal monitoring | 99 | -18 | 123 | 3 | false | Within IPS guidelines |
P5014 | Hands-off | IRA | USD | 2025-06-02 | 734,253 | 47,006 | 687,247 | 1 | 60.4 | 25 | 8.8 | 5.8 | VOO:33.3%;HYG:33.3%;TLT:33.3% | US:60.4;EU:16.9;APAC:14.5;EM:6.9;Other:1.3 | Value:-0.4;Growth:-0.5;Quality:+0.2;Size:-0.4;Momentum:-0.7;LowVol:+0.3 | null | 6 | 25 | 3.5 | hard 10% | 142 | 12.3 | Sideways | 19.5 | 4.63 | 2.3 | 103 | 6 | 54 | 47 | false | Buy | Add to core equity +1% | 10 | -23 | BrokerA | MKT | 92 | null | null | Normal monitoring | -31 | 19 | -56 | 4 | false | Increase defensive factor exposure |
P5015 | Active | Roth | USD | 2025-12-20 | 1,348,595 | 157,939 | 1,190,656 | 1.12 | 50.8 | 20.1 | 22.8 | 6.4 | VTI:16.2%;VOO:28.8%;TLT:28.8%;MSFT:26.2% | US:69.9;EU:10.8;APAC:13.6;EM:5.7;Other:0.1 | Value:-0.7;Growth:+0.2;Quality:-0.6;Size:+0.9;Momentum:+0.5;LowVol:-0.0 | null | 6 | 35 | 5.7 | trailing 8% | 169 | 23.1 | Sideways | 16.6 | 3.72 | 3.2 | 93 | -7 | 53 | 42 | true | Hedge | Buy index puts 1% notional | 31 | -25 | BrokerA | VWAP | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 53 | -23 | 119 | 4 | false | Within IPS guidelines |
P5016 | Opportunistic | Trust | USD | 2025-07-12 | 1,759,086 | 57,220 | 1,701,866 | 1 | 72 | 13.2 | 9.2 | 5.6 | BRK.B:25.0%;MSFT:25.0%;TLT:25.0%;AAPL:25.0% | US:62.7;EU:14.5;APAC:11.7;EM:10.3;Other:0.8 | Value:+0.3;Growth:-0.7;Quality:-0.9;Size:+1.0;Momentum:-0.6;LowVol:+0.3 | NoDerivatives | 8 | 25 | 4.3 | trailing 7% | 163 | 26.5 | Sideways | 15 | 4.65 | 3.3 | 101 | 27 | 78 | 44 | false | Rebalance | Shift +1% to bonds from equity | -1 | -25 | BrokerD | VWAP | 93 | null | null | Normal monitoring | 8 | -39 | 66 | 4 | false | Monitor dispersion and breadth |
P5017 | Opportunistic | Taxable | USD | 2024-11-28 | 922,024 | 70,849 | 851,175 | 1 | 72.4 | 21.3 | 2.1 | 4.2 | BND:33.6%;TLT:32.8%;VOO:33.6% | US:68.3;EU:6.9;APAC:13.5;EM:8.0;Other:3.4 | Value:+0.5;Growth:-0.6;Quality:+1.0;Size:-0.6;Momentum:-1.0;LowVol:-0.0 | MaxPos6% | 6 | 25 | 5.3 | trailing 7% | 208 | 32.4 | Sideways | 19.3 | 4.37 | 3.1 | 137 | 16 | 69 | 69 | false | Sell | Trim extended winner -1% | 2 | -34 | BrokerB | MKT | 91 | null | null | Normal monitoring | 3 | 6 | 64 | 5 | false | Increase defensive factor exposure |
P5018 | Systematic | Taxable | USD | 2024-12-28 | 433,035 | 25,811 | 407,224 | 1 | 57.6 | 32.3 | 2.5 | 7.5 | GLD:37.5%;MSFT:25.0%;VTI:37.5% | US:61.2;EU:7.2;APAC:14.6;EM:12.7;Other:4.4 | Value:-0.2;Growth:+0.8;Quality:-0.2;Size:+0.1;Momentum:-0.5;LowVol:-0.2 | null | 7 | 30 | 5.3 | trailing 9% | 230 | 16.6 | Bull | 11.8 | 4.34 | 3.2 | 88 | 114 | 100 | 35 | false | NoAction | Within bands; monitor | -8 | 9 | BrokerB | MKT | 0 | null | null | Normal monitoring | 51 | 9 | 34 | 5 | false | Tighten stops on momentum names |
P5019 | Hands-off | 401k | USD | 2025-07-06 | 295,432 | 26,572 | 268,860 | 1 | 65.5 | 25.7 | 2.6 | 6.1 | TLT:20.6%;VNQ:6.5%;BRK.B:20.2%;GLD:20.6%;BND:11.9%;XLF:20.2% | US:62.8;EU:13.4;APAC:10.8;EM:9.6;Other:3.4 | Value:+0.8;Growth:+0.1;Quality:-0.2;Size:-0.9;Momentum:-0.8;LowVol:-0.7 | ESGOnly;NoDerivatives | 6 | 25 | 4 | trailing 8% | 169 | 17.9 | Bear | 26.3 | 4.26 | 2.6 | 205 | -48 | 13 | 79 | true | Rebalance | Rebalance back to target bands | 9 | -1 | BrokerD | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 40 | -43 | 155 | 3 | false | Tighten stops on momentum names |
P5020 | Cautious | IRA | USD | 2025-07-19 | 531,731 | 47,025 | 484,706 | 1 | 39.8 | 32.3 | 13.5 | 14.5 | MSFT:12.7%;BRK.B:22.2%;VOO:21.3%;XLF:21.5%;TLT:22.2% | US:75.5;EU:8.4;APAC:9.6;EM:5.6;Other:0.8 | Value:-0.4;Growth:-0.6;Quality:+0.1;Size:+0.4;Momentum:+0.4;LowVol:+0.2 | ESGOnly;NoMargin | 5 | 35 | 4 | trailing 8% | 105 | 13.7 | Bull | 13.1 | 4.72 | 2.5 | 118 | 64 | 79 | 25 | false | NoAction | Within bands; monitor | 28 | 0 | BrokerB | LMT | 100 | null | null | Normal monitoring | -44 | 3 | -23 | 5 | false | Monitor dispersion and breadth |
P5021 | Active | 401k | USD | 2025-05-18 | 2,240,566 | 255,138 | 1,985,428 | 1 | 50.9 | 20 | 20.1 | 9 | QQQ:6.8%;MUB:11.7%;HYG:20.4%;VOO:21.3%;VNQ:21.4%;AAPL:18.5% | US:68.8;EU:10.6;APAC:12.1;EM:4.2;Other:4.3 | Value:+0.4;Growth:0.0;Quality:+0.4;Size:+0.3;Momentum:+0.1;LowVol:-0.7 | null | 8 | 25 | 5.4 | hard 12% | 181 | 20.8 | Bull | 14.4 | 4.07 | 2 | 88 | 44 | 79 | 45 | false | Buy | Add to core equity +1% | 32 | -12 | BrokerA | MKT | 94 | null | null | Normal monitoring | -29 | -41 | -46 | 5 | false | Tax-aware sells next window |
P5022 | Hands-off | IRA | USD | 2024-08-27 | 433,910 | 38,093 | 395,817 | 1 | 66.9 | 20.4 | 6.6 | 6.1 | HYG:16.1%;XLF:20.5%;AMZN:16.4%;BND:16.5%;GLD:10.1%;BRK.B:20.5% | US:75.8;EU:7.6;APAC:7.7;EM:6.0;Other:2.9 | Value:-1.0;Growth:+0.5;Quality:+0.1;Size:+0.2;Momentum:+0.1;LowVol:-0.5 | null | 10 | 30 | 3.4 | hard 10% | 125 | 13.8 | Sideways | 15 | 4.98 | 2.2 | 112 | -20 | 39 | 53 | false | Buy | Add to core equity +1% | 5 | -39 | BrokerB | LMT | 86 | null | null | Normal monitoring | 45 | -35 | 169 | 3 | false | Increase defensive factor exposure |
P5023 | Opportunistic | Roth | USD | 2024-11-16 | 617,126 | 33,633 | 583,493 | 1.13 | 70.2 | 18.3 | 3.1 | 8.4 | GLD:33.3%;XLF:33.3%;MSFT:33.3% | US:71.7;EU:6.5;APAC:12.5;EM:5.6;Other:3.6 | Value:-0.9;Growth:0.0;Quality:-0.6;Size:+0.4;Momentum:-0.7;LowVol:-0.6 | NoDerivatives | 8 | 25 | 6.9 | trailing 9% | 215 | 32.5 | Bear | 23 | 4.48 | 1 | 159 | 12 | 58 | 72 | true | Hedge | Buy index puts 1% notional | 20 | 8 | BrokerC | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -4 | -34 | 132 | 4 | false | Tighten stops on momentum names |
P5024 | Hands-off | Trust | USD | 2024-11-26 | 350,715 | 24,847 | 325,868 | 1 | 64.9 | 23.3 | 2 | 9.8 | BRK.B:15.5%;AMZN:12.3%;BND:16.0%;GLD:21.4%;VOO:13.2%;MSFT:21.7% | US:66.3;EU:13.0;APAC:12.8;EM:7.0;Other:1.0 | Value:-0.0;Growth:-0.1;Quality:+0.7;Size:-0.6;Momentum:+0.7;LowVol:-0.5 | ESGOnly | 6 | 35 | 5 | hard 10% | 151 | 18.1 | Bull | 13.5 | 5 | 3 | 114 | 74 | 96 | 54 | false | Buy | Add to core equity +1% | -5 | 9 | BrokerA | MKT | 85 | null | null | Normal monitoring | -54 | -8 | 20 | 5 | false | Within IPS guidelines |
P5025 | Cautious | 401k | USD | 2025-10-05 | 240,180 | 21,395 | 218,785 | 1 | 47.9 | 36.7 | 3.8 | 11.6 | TSLA:33.3%;AAPL:33.3%;XLF:33.3% | US:67.9;EU:12.9;APAC:13.3;EM:5.3;Other:0.6 | Value:-1.0;Growth:+0.3;Quality:-0.2;Size:+0.6;Momentum:-1.0;LowVol:-0.7 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 10 | 25 | 3.3 | hard 10% | 143 | 16.7 | Sideways | 15.5 | 4.26 | 3.3 | 138 | -1 | 64 | 34 | false | Rebalance | Shift +1% to bonds from equity | 21 | -11 | BrokerB | MKT | 88 | null | null | Normal monitoring | 71 | -16 | 83 | 5 | false | Increase defensive factor exposure |
P5026 | Systematic | Trust | USD | 2024-09-21 | 967,775 | 57,045 | 910,730 | 1 | 61 | 31.4 | 0 | 7.6 | IEF:28.5%;HYG:28.5%;GLD:21.2%;AMZN:21.7% | US:62.9;EU:17.5;APAC:8.8;EM:9.1;Other:1.6 | Value:+0.9;Growth:+0.4;Quality:+0.6;Size:+0.7;Momentum:+0.8;LowVol:+0.4 | null | 5 | 30 | 5.6 | hard 12% | 212 | 26 | Bull | 11.7 | 4.47 | 2.8 | 110 | 48 | 67 | 38 | false | Hedge | Add TLT +1% as duration hedge | -1 | 5 | BrokerC | LMT | 96 | null | null | Normal monitoring | 42 | 17 | 32 | 3 | false | Within IPS guidelines |
P5027 | Cautious | 401k | USD | 2025-02-24 | 459,962 | 63,624 | 396,338 | 1 | 44.7 | 41.6 | 0 | 13.7 | HYG:25.0%;TSLA:25.0%;IEF:25.0%;BRK.B:25.0% | US:65.6;EU:17.4;APAC:7.9;EM:8.0;Other:1.1 | Value:+0.1;Growth:+0.7;Quality:-0.7;Size:+0.1;Momentum:-0.4;LowVol:+0.5 | NoMargin | 6 | 35 | 3.1 | trailing 8% | 165 | 13.1 | Volatile | 21.2 | 5.28 | 2.4 | 137 | -58 | 17 | 47 | true | Hedge | Buy index puts 1% notional | 11 | -21 | BrokerB | LMT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 65 | 20 | 99 | 5 | false | Within IPS guidelines |
P5028 | Systematic | Roth | USD | 2024-12-29 | 1,623,146 | 137,760 | 1,485,386 | 1 | 61.2 | 24.6 | 5.7 | 8.5 | IEF:33.3%;TLT:33.3%;AMZN:33.3% | US:75.6;EU:11.5;APAC:7.1;EM:3.5;Other:2.2 | Value:+0.5;Growth:+0.1;Quality:+0.9;Size:+0.2;Momentum:-0.2;LowVol:-0.7 | null | 7 | 25 | 4.7 | trailing 9% | 214 | 17.9 | Volatile | 27.3 | 4.79 | 3.2 | 148 | -59 | 22 | 68 | false | Rebalance | Shift +1% to bonds from equity | -8 | -14 | BrokerA | MKT | 86 | null | null | Normal monitoring | -55 | -59 | 19 | 4 | false | Increase defensive factor exposure |
P5029 | Opportunistic | Roth | USD | 2025-01-06 | 1,388,594 | 79,289 | 1,309,305 | 1.05 | 73.6 | 12.5 | 7.5 | 6.3 | TSLA:21.9%;MSFT:16.4%;VNQ:21.9%;VTI:21.9%;MUB:17.9% | US:61.9;EU:17.0;APAC:11.6;EM:8.2;Other:1.3 | Value:+0.2;Growth:+0.6;Quality:-0.4;Size:0.0;Momentum:-0.7;LowVol:-0.1 | null | 7 | 25 | 5.6 | trailing 7% | 247 | 23.6 | Volatile | 29.1 | 4.17 | 3.5 | 163 | 54 | 63 | 90 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -30 | BrokerC | LMT | 95 | VAR>budget | Reduce | Risk above budget threshold | 108 | -9 | 219 | 2 | false | Increase defensive factor exposure |
P5030 | Hands-off | Taxable | USD | 2024-07-24 | 787,607 | 57,524 | 730,083 | 1 | 58.8 | 24.5 | 11 | 5.7 | VOO:10.0%;VTI:21.1%;TSLA:12.1%;AAPL:21.1%;TLT:19.9%;HYG:15.6% | US:67.9;EU:11.5;APAC:9.1;EM:9.6;Other:2.0 | Value:+1.0;Growth:-0.7;Quality:-0.9;Size:-0.5;Momentum:-0.0;LowVol:+0.2 | ESGOnly | 7 | 35 | 6 | trailing 10% | 119 | 17.3 | Bear | 28.5 | 3.33 | 1.1 | 170 | -40 | 28 | 80 | true | Rebalance | Rebalance back to target bands | 21 | -36 | BrokerB | LMT | 89 | VAR>budget | TightenStops | Risk above budget threshold | -53 | -2 | -5 | 3 | false | Within IPS guidelines |
P5031 | Cautious | 401k | USD | 2025-06-14 | 199,815 | 21,225 | 178,590 | 1 | 43 | 32.3 | 10.9 | 13.9 | GLD:26.9%;MSFT:26.9%;HYG:26.9%;XLF:19.3% | US:61.4;EU:16.0;APAC:13.6;EM:4.2;Other:4.8 | Value:+0.7;Growth:-0.9;Quality:+0.3;Size:+1.0;Momentum:-0.6;LowVol:+1.0 | NoDerivatives;NoMargin | 6 | 35 | 5 | hard 10% | 145 | 19.7 | Volatile | 29.3 | 4.49 | 2.6 | 139 | -49 | 19 | 60 | false | Rebalance | Shift +1% to bonds from equity | -9 | -39 | BrokerA | MKT | 95 | null | null | Normal monitoring | 64 | -8 | 44 | 4 | false | Tax-aware sells next window |
P5032 | Opportunistic | IRA | USD | 2024-10-19 | 1,397,469 | 42,396 | 1,355,073 | 1.22 | 60.9 | 15.2 | 17.4 | 6.5 | XLF:17.0%;VTI:25.6%;IEF:11.8%;BND:25.6%;HYG:20.1% | US:72.3;EU:7.2;APAC:6.8;EM:12.7;Other:1.0 | Value:-0.3;Growth:-0.6;Quality:-0.8;Size:-0.5;Momentum:-0.2;LowVol:-0.9 | null | 6 | 30 | 5.6 | hard 12% | 191 | 26 | Sideways | 14.7 | 4.74 | 2.6 | 119 | -30 | 42 | 37 | false | Rebalance | Shift +1% to bonds from equity | 15 | -13 | BrokerB | MKT | 93 | null | null | Normal monitoring | 114 | -9 | 217 | 4 | false | Monitor dispersion and breadth |
P5033 | Hands-off | IRA | USD | 2024-10-21 | 772,549 | 35,055 | 737,494 | 1 | 68.8 | 25.2 | 0 | 5.9 | VOO:35.2%;TSLA:30.4%;MSFT:34.4% | US:65.0;EU:6.6;APAC:14.3;EM:10.2;Other:3.8 | Value:-0.9;Growth:+0.5;Quality:-0.7;Size:+1.0;Momentum:+0.2;LowVol:-0.8 | ESGOnly | 8 | 30 | 3.2 | trailing 8% | 99 | 14.3 | Volatile | 27.8 | 4.09 | 3.6 | 142 | 9 | 54 | 85 | true | Hedge | Buy index puts 1% notional | 24 | -2 | BrokerD | MKT | 88 | VAR>budget | TightenStops | Risk above budget threshold | 67 | -60 | 160 | 5 | false | Within IPS guidelines |
P5034 | Active | Trust | USD | 2025-01-17 | 521,497 | 35,900 | 485,597 | 1.23 | 58 | 22.8 | 12 | 7.2 | VNQ:12.1%;BRK.B:20.3%;TLT:23.2%;IEF:21.3%;HYG:23.2% | US:73.3;EU:8.9;APAC:8.6;EM:5.3;Other:4.0 | Value:+0.2;Growth:+0.4;Quality:+0.2;Size:+0.8;Momentum:+0.5;LowVol:+1.0 | null | 8 | 30 | 6 | hard 12% | 198 | 24.6 | Sideways | 14 | 4.37 | 2.2 | 101 | 15 | 43 | 34 | false | Sell | Trim extended winner -1% | -1 | -2 | BrokerD | LMT | 89 | null | null | Normal monitoring | 3 | 7 | 106 | 5 | false | Monitor dispersion and breadth |
P5035 | Active | Taxable | USD | 2025-04-05 | 1,287,516 | 90,602 | 1,196,914 | 1.09 | 55.2 | 21.9 | 13.2 | 9.7 | VTI:29.0%;QQQ:16.1%;AMZN:25.8%;BND:29.0% | US:64.5;EU:9.3;APAC:10.5;EM:10.9;Other:4.8 | Value:+0.9;Growth:-0.6;Quality:+0.9;Size:-0.8;Momentum:-0.7;LowVol:+0.3 | null | 6 | 35 | 5.9 | trailing 8% | 227 | 23 | Bull | 18 | 3.79 | 3.2 | 86 | 100 | 89 | 45 | true | Rebalance | Rebalance back to target bands | 14 | -17 | BrokerA | LMT | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 28 | -1 | 150 | 2 | false | Within IPS guidelines |
P5036 | Cautious | IRA | USD | 2025-07-26 | 884,869 | 127,878 | 756,991 | 1 | 37.5 | 41.5 | 10.3 | 10.7 | MUB:21.5%;VTI:21.5%;MSFT:21.5%;VOO:16.1%;AMZN:19.3% | US:78.9;EU:9.8;APAC:7.1;EM:3.8;Other:0.3 | Value:+0.9;Growth:-0.0;Quality:-0.9;Size:+0.5;Momentum:-0.6;LowVol:+0.4 | ESGOnly;MaxPos6%;NoMargin | 6 | 25 | 4.4 | trailing 8% | 140 | 15.3 | Bear | 23.3 | 3.65 | 2.3 | 142 | 39 | 60 | 42 | false | Buy | Add to core equity +1% | 30 | 3 | BrokerB | MKT | 95 | null | null | Normal monitoring | -5 | -34 | 97 | 4 | false | Increase defensive factor exposure |
P5037 | Opportunistic | Taxable | USD | 2025-09-30 | 411,546 | 16,305 | 395,241 | 1 | 74.5 | 10 | 7.3 | 8.2 | BRK.B:15.1%;XLF:23.4%;TSLA:23.4%;HYG:22.8%;AAPL:15.2% | US:69.0;EU:13.8;APAC:7.4;EM:8.1;Other:1.7 | Value:-0.4;Growth:-0.2;Quality:+0.6;Size:+0.7;Momentum:0.0;LowVol:0.0 | NoDerivatives | 10 | 30 | 5.3 | trailing 7% | 244 | 22.3 | Bull | 14.3 | 3.59 | 3.3 | 75 | 90 | 93 | 59 | false | NoAction | Within bands; monitor | 13 | 3 | BrokerB | MKT | 0 | null | null | Normal monitoring | 59 | -59 | 26 | 5 | false | Tax-aware sells next window |
P5038 | Opportunistic | Roth | USD | 2025-10-15 | 409,019 | 34,954 | 374,065 | 1.13 | 73.7 | 20.2 | 0 | 6.1 | BRK.B:20.9%;QQQ:13.8%;HYG:17.7%;MSFT:14.3%;BND:16.8%;TSLA:16.5% | US:64.4;EU:8.8;APAC:10.5;EM:11.5;Other:4.9 | Value:-0.6;Growth:-0.9;Quality:+0.5;Size:+0.4;Momentum:-0.2;LowVol:+0.7 | null | 5 | 30 | 5.4 | trailing 7% | 248 | 34.8 | Bear | 28 | 4.33 | 1.9 | 178 | 29 | 56 | 88 | true | Hedge | Buy index puts 1% notional | 15 | -28 | BrokerB | VWAP | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 28 | 1 | 8 | 3 | false | Increase defensive factor exposure |
P5039 | Active | Roth | USD | 2025-01-21 | 1,459,439 | 158,885 | 1,300,554 | 1 | 50.8 | 18.4 | 23.6 | 7.2 | XLF:31.0%;MSFT:34.5%;TSLA:34.5% | US:71.3;EU:9.2;APAC:7.7;EM:9.4;Other:2.4 | Value:-0.7;Growth:-0.7;Quality:+0.6;Size:-0.6;Momentum:+0.8;LowVol:+0.9 | MaxPos8% | 6 | 25 | 4.4 | trailing 9% | 130 | 18.2 | Volatile | 23.8 | 4.46 | 2.2 | 152 | -22 | 47 | 48 | true | Hedge | Buy index puts 1% notional | 28 | 10 | BrokerB | LMT | 96 | VAR>budget | TightenStops | Risk above budget threshold | 93 | 14 | 227 | 2 | false | Within IPS guidelines |
P5040 | Cautious | Taxable | USD | 2024-12-22 | 335,746 | 53,448 | 282,298 | 1 | 41.3 | 44.7 | 0.7 | 13.4 | MSFT:33.3%;VTI:33.3%;MUB:33.3% | US:77.9;EU:6.2;APAC:9.3;EM:6.3;Other:0.3 | Value:+0.5;Growth:+0.1;Quality:+0.9;Size:+1.0;Momentum:-0.9;LowVol:-0.9 | MaxPos6%;NoDerivatives;NoMargin | 5 | 30 | 4.7 | hard 10% | 97 | 15 | Sideways | 16.3 | 4.96 | 2.8 | 97 | -22 | 33 | 39 | false | Rebalance | Shift +1% to bonds from equity | 28 | 7 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 68 | -45 | 198 | 4 | false | Within IPS guidelines |
P5041 | Hands-off | IRA | USD | 2024-11-04 | 587,020 | 33,362 | 553,658 | 1 | 63.6 | 26.9 | 0 | 9.5 | IEF:33.3%;VNQ:33.3%;TLT:33.3% | US:59.1;EU:16.2;APAC:7.3;EM:11.9;Other:5.6 | Value:-0.4;Growth:-0.5;Quality:-0.8;Size:-0.6;Momentum:+0.7;LowVol:+0.8 | ESGOnly;MaxPos6% | 10 | 30 | 4.1 | trailing 8% | 131 | 19.8 | Sideways | 21 | 4.59 | 2.8 | 128 | 17 | 52 | 64 | false | Rebalance | Shift +1% to bonds from equity | -13 | -12 | BrokerB | MKT | 88 | null | null | Normal monitoring | 114 | -51 | 99 | 5 | false | Monitor dispersion and breadth |
P5042 | Opportunistic | 401k | USD | 2025-03-27 | 1,310,432 | 47,258 | 1,263,174 | 1 | 62.4 | 17.9 | 15.2 | 4.6 | AMZN:16.2%;MUB:14.8%;MSFT:17.7%;BND:20.3%;XLF:10.6%;VNQ:20.5% | US:67.1;EU:13.0;APAC:7.9;EM:9.9;Other:2.2 | Value:+0.7;Growth:-0.1;Quality:+0.7;Size:-1.0;Momentum:+0.6;LowVol:+0.7 | MaxPos5% | 5 | 35 | 5 | hard 12% | 252 | 29.2 | Bull | 12 | 4.27 | 3.5 | 104 | 107 | 95 | 35 | false | Sell | Trim extended winner -1% | 22 | 5 | BrokerB | LMT | 98 | null | null | Normal monitoring | 99 | -20 | 111 | 3 | false | Tax-aware sells next window |
P5043 | Active | Trust | USD | 2025-12-01 | 642,309 | 72,417 | 569,892 | 1 | 56.5 | 20.9 | 13.1 | 9.4 | AMZN:8.9%;VTI:15.5%;MUB:17.3%;XLF:22.7%;HYG:12.8%;QQQ:22.7% | US:64.8;EU:14.1;APAC:5.2;EM:11.6;Other:4.3 | Value:-0.1;Growth:+0.4;Quality:-0.6;Size:+0.4;Momentum:+0.6;LowVol:+0.7 | NoDerivatives | 7 | 30 | 4.8 | trailing 9% | 144 | 25.6 | Bear | 26.7 | 3.99 | 2.9 | 132 | -117 | 5 | 64 | false | Rebalance | Shift +1% to bonds from equity | 32 | -12 | BrokerD | LMT | 96 | null | null | Normal monitoring | -22 | -29 | 42 | 4 | false | Within IPS guidelines |
P5044 | Opportunistic | IRA | USD | 2025-10-18 | 934,607 | 75,399 | 859,208 | 1.08 | 67.9 | 14.6 | 12.1 | 5.4 | HYG:26.1%;BRK.B:21.8%;AAPL:26.1%;QQQ:26.1% | US:66.0;EU:14.9;APAC:9.1;EM:5.9;Other:4.1 | Value:-0.5;Growth:+0.8;Quality:-0.2;Size:-1.0;Momentum:-0.9;LowVol:-0.5 | MaxPos8% | 6 | 35 | 5.8 | trailing 9% | 200 | 33.4 | Volatile | 29.5 | 3.57 | 3.5 | 145 | 4 | 57 | 80 | true | Rebalance | Rebalance back to target bands | 11 | -36 | BrokerA | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -55 | 18 | 11 | 4 | false | Tax-aware sells next window |
P5045 | Opportunistic | 401k | USD | 2024-11-16 | 1,084,517 | 53,719 | 1,030,798 | 1 | 65.2 | 17 | 9.9 | 7.9 | MUB:26.7%;GLD:19.8%;TLT:26.7%;XLF:26.7% | US:73.4;EU:6.6;APAC:5.8;EM:10.0;Other:4.2 | Value:-0.0;Growth:0.0;Quality:+0.9;Size:+0.1;Momentum:-0.8;LowVol:+0.2 | null | 5 | 35 | 6.5 | trailing 7% | 171 | 34.8 | Bull | 16.6 | 3.66 | 3.1 | 102 | 25 | 74 | 53 | false | Sell | Trim extended winner -1% | 5 | -38 | BrokerC | LMT | 95 | null | null | Normal monitoring | -45 | -15 | -22 | 4 | false | Tighten stops on momentum names |
P5046 | Systematic | Roth | USD | 2025-12-15 | 549,135 | 39,383 | 509,752 | 1 | 62.1 | 29.6 | 0 | 8.3 | VNQ:33.3%;IEF:33.3%;TLT:33.3% | US:73.1;EU:11.5;APAC:7.3;EM:4.0;Other:4.1 | Value:-0.2;Growth:-0.5;Quality:-0.7;Size:-0.1;Momentum:+0.7;LowVol:-0.4 | null | 7 | 35 | 6 | trailing 9% | 209 | 17.8 | Bear | 26.8 | 3.18 | 2.8 | 139 | -90 | 14 | 67 | true | Hedge | Buy index puts 1% notional | 18 | -9 | BrokerB | LMT | 91 | VAR>budget | TightenStops | Risk above budget threshold | 90 | -47 | 223 | 5 | false | Monitor dispersion and breadth |
P5047 | Hands-off | Roth | USD | 2025-09-24 | 652,006 | 41,358 | 610,648 | 1 | 66.9 | 25.5 | 0 | 7.7 | HYG:22.1%;AAPL:18.0%;XLF:22.1%;BND:15.6%;VOO:22.1% | US:63.5;EU:12.3;APAC:14.9;EM:8.7;Other:0.6 | Value:0.0;Growth:+0.7;Quality:+0.5;Size:+0.1;Momentum:+0.7;LowVol:+0.8 | null | 8 | 35 | 5.4 | trailing 10% | 156 | 19.4 | Bear | 26.1 | 4.33 | 1.1 | 191 | 13 | 65 | 68 | false | Rebalance | Shift +1% to bonds from equity | 11 | 4 | BrokerC | MKT | 88 | null | null | Normal monitoring | 14 | -54 | 141 | 5 | false | Monitor dispersion and breadth |
P5048 | Systematic | Trust | USD | 2025-11-15 | 735,366 | 39,290 | 696,076 | 1 | 64.7 | 23 | 3.5 | 8.8 | BRK.B:11.3%;BND:24.2%;MUB:10.9%;IEF:13.9%;AMZN:24.2%;VOO:15.5% | US:68.6;EU:14.5;APAC:8.5;EM:4.6;Other:3.9 | Value:+0.6;Growth:+1.0;Quality:-0.2;Size:-0.2;Momentum:-0.7;LowVol:+0.2 | MaxPos6% | 6 | 30 | 5 | trailing 9% | 126 | 19.4 | Bull | 17.5 | 4.46 | 2.7 | 81 | 22 | 72 | 49 | false | Buy | Add to core equity +1% | 0 | -39 | BrokerD | MKT | 97 | null | null | Normal monitoring | 53 | -4 | 138 | 3 | false | Within IPS guidelines |
P5049 | Cautious | IRA | USD | 2025-08-11 | 885,389 | 101,478 | 783,911 | 1 | 50 | 30.3 | 4.8 | 15 | AMZN:22.1%;AAPL:17.2%;TSLA:16.5%;QQQ:22.1%;TLT:22.1% | US:60.1;EU:17.0;APAC:9.6;EM:8.8;Other:4.4 | Value:-0.3;Growth:+0.4;Quality:+0.9;Size:-0.1;Momentum:-0.5;LowVol:-0.2 | ESGOnly;MaxPos7%;NoMargin | 10 | 35 | 6 | trailing 8% | 157 | 18.6 | Bull | 18 | 3.55 | 3.1 | 100 | 97 | 96 | 39 | false | Buy | Add to core equity +1% | 12 | -12 | BrokerA | MKT | 95 | null | null | Normal monitoring | 109 | -52 | 164 | 3 | false | Increase defensive factor exposure |
P5050 | Active | 401k | USD | 2025-07-17 | 590,367 | 64,682 | 525,685 | 1 | 55.7 | 19.9 | 18.2 | 6.2 | IEF:33.3%;AMZN:33.3%;AAPL:33.3% | US:66.9;EU:12.5;APAC:14.0;EM:5.2;Other:1.3 | Value:+0.9;Growth:+0.9;Quality:+0.2;Size:+0.3;Momentum:-0.1;LowVol:+0.7 | null | 10 | 35 | 5.2 | hard 12% | 205 | 27.2 | Bear | 26 | 3.87 | 1.3 | 181 | -24 | 29 | 58 | false | Buy | Add to core equity +1% | 24 | 9 | BrokerD | MKT | 91 | null | null | Normal monitoring | -33 | -4 | -64 | 5 | false | Increase defensive factor exposure |
P5051 | Active | Trust | USD | 2025-09-09 | 1,844,547 | 156,864 | 1,687,683 | 1 | 54.4 | 28.7 | 7.5 | 9.4 | HYG:26.3%;AAPL:26.3%;VOO:21.2%;IEF:26.3% | US:55.1;EU:19.7;APAC:15.3;EM:4.8;Other:5.1 | Value:+0.7;Growth:+0.1;Quality:0.0;Size:+0.2;Momentum:+0.9;LowVol:+0.3 | null | 10 | 25 | 4.2 | trailing 9% | 179 | 25.8 | Bull | 15.3 | 4.04 | 2.7 | 108 | 40 | 70 | 44 | true | Hedge | Buy index puts 1% notional | 33 | -34 | BrokerC | MKT | 95 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 73 | 13 | 35 | 2 | false | Tax-aware sells next window |
P5052 | Hands-off | IRA | USD | 2025-05-08 | 846,102 | 41,576 | 804,526 | 1 | 69.1 | 18.9 | 6.3 | 5.6 | XLF:10.0%;AMZN:22.2%;GLD:11.0%;MUB:13.9%;QQQ:20.7%;VOO:22.2% | US:59.5;EU:10.6;APAC:15.9;EM:13.5;Other:0.4 | Value:+0.8;Growth:+0.8;Quality:+0.7;Size:+0.8;Momentum:-0.6;LowVol:+0.8 | MaxPos7% | 8 | 30 | 4.7 | hard 10% | 147 | 13.6 | Volatile | 23.5 | 4.03 | 2.5 | 177 | -31 | 36 | 62 | false | Buy | Add to core equity +1% | 27 | -5 | BrokerC | LMT | 96 | null | null | Normal monitoring | 66 | -1 | 83 | 4 | false | Tighten stops on momentum names |
P5053 | Systematic | Taxable | USD | 2025-12-12 | 818,912 | 66,219 | 752,693 | 1 | 65.1 | 27.6 | 0.1 | 7.2 | AMZN:13.3%;QQQ:9.0%;VTI:21.0%;IEF:17.2%;TSLA:17.8%;VOO:21.5% | US:70.3;EU:10.8;APAC:11.1;EM:7.2;Other:0.6 | Value:+0.1;Growth:+0.8;Quality:-0.9;Size:-1.0;Momentum:+0.2;LowVol:-0.3 | MaxPos5% | 6 | 30 | 5.8 | hard 12% | 221 | 25.2 | Bull | 11.6 | 4.59 | 2.8 | 116 | 51 | 88 | 35 | true | Hedge | Buy index puts 1% notional | 30 | -31 | BrokerD | MKT | 98 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 115 | 4 | 169 | 5 | false | Tax-aware sells next window |
P5054 | Hands-off | Roth | USD | 2024-10-05 | 488,733 | 25,161 | 463,572 | 1 | 65 | 24.7 | 4.1 | 6.1 | TLT:36.8%;MSFT:36.8%;BRK.B:26.4% | US:68.3;EU:12.1;APAC:8.4;EM:10.3;Other:0.8 | Value:-0.8;Growth:-0.5;Quality:-0.2;Size:+0.4;Momentum:+0.1;LowVol:-0.4 | null | 5 | 35 | 5.1 | trailing 8% | 149 | 14.9 | Volatile | 31.4 | 4.55 | 2.5 | 125 | 60 | 89 | 80 | true | Rebalance | Rebalance back to target bands | 6 | -18 | BrokerB | MKT | 100 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -60 | 12 | 43 | 4 | false | Monitor dispersion and breadth |
P5055 | Cautious | Roth | USD | 2024-07-21 | 183,784 | 27,872 | 155,912 | 1 | 52.5 | 30.2 | 0 | 17.3 | AAPL:27.8%;BND:27.8%;AMZN:16.5%;VTI:27.8% | US:65.0;EU:15.6;APAC:10.6;EM:4.9;Other:3.9 | Value:-0.8;Growth:-0.5;Quality:+0.4;Size:+0.8;Momentum:+0.1;LowVol:+0.9 | ESGOnly;NoMargin | 10 | 35 | 6 | hard 10% | 126 | 19.4 | Bear | 24.3 | 3.04 | 1.5 | 169 | -54 | 38 | 51 | false | Rebalance | Shift +1% to bonds from equity | -9 | 13 | BrokerD | LMT | 100 | null | null | Normal monitoring | -49 | -51 | -21 | 5 | false | Tighten stops on momentum names |
P5056 | Systematic | Trust | USD | 2024-11-07 | 1,751,002 | 143,662 | 1,607,340 | 1 | 62.8 | 32.1 | 0 | 5.1 | AMZN:25.0%;AAPL:25.0%;VNQ:25.0%;BRK.B:25.0% | US:76.6;EU:7.1;APAC:6.8;EM:7.8;Other:1.7 | Value:+0.9;Growth:+0.1;Quality:-0.3;Size:0.0;Momentum:-0.2;LowVol:+0.8 | null | 6 | 25 | 5.2 | hard 12% | 139 | 20 | Bear | 23.2 | 4.05 | 3 | 163 | 11 | 42 | 57 | false | Rebalance | Shift +1% to bonds from equity | 30 | -22 | BrokerB | MKT | 93 | null | null | Normal monitoring | -6 | -58 | 14 | 3 | false | Monitor dispersion and breadth |
P5057 | Hands-off | IRA | USD | 2025-08-22 | 873,454 | 49,642 | 823,812 | 1 | 63.9 | 27.6 | 0 | 8.5 | XLF:36.3%;AAPL:27.4%;IEF:36.3% | US:63.6;EU:7.8;APAC:15.8;EM:12.5;Other:0.3 | Value:+0.8;Growth:-0.3;Quality:-0.7;Size:-0.2;Momentum:+0.4;LowVol:+0.6 | MaxPos6% | 6 | 30 | 3.5 | trailing 8% | 135 | 17.6 | Bear | 32.8 | 4.34 | 2.6 | 185 | 16 | 46 | 83 | true | Rebalance | Rebalance back to target bands | 6 | 7 | BrokerC | MKT | 92 | VAR>budget | Pause | Risk above budget threshold | 87 | -41 | 77 | 5 | false | Tighten stops on momentum names |
P5058 | Hands-off | 401k | USD | 2024-08-13 | 185,736 | 17,361 | 168,375 | 1 | 74.2 | 17.5 | 2.3 | 6 | MSFT:33.3%;TLT:33.3%;HYG:33.3% | US:69.4;EU:14.2;APAC:9.9;EM:4.2;Other:2.4 | Value:-0.7;Growth:+0.4;Quality:-0.2;Size:+0.6;Momentum:-0.8;LowVol:-0.3 | null | 7 | 35 | 4.4 | trailing 8% | 137 | 14.7 | Bull | 12.2 | 4.9 | 2.8 | 102 | 91 | 93 | 53 | false | Sell | Trim extended winner -1% | -5 | 6 | BrokerB | LMT | 94 | null | null | Normal monitoring | 19 | 19 | 76 | 3 | false | Monitor dispersion and breadth |
P5059 | Opportunistic | IRA | USD | 2025-04-13 | 670,750 | 53,612 | 617,138 | 1 | 61.3 | 15.1 | 17.6 | 6 | GLD:27.9%;BND:27.9%;AAPL:27.9%;VTI:16.4% | US:62.2;EU:13.4;APAC:13.5;EM:7.8;Other:3.1 | Value:-0.6;Growth:+0.2;Quality:-0.6;Size:-0.4;Momentum:+0.9;LowVol:-0.6 | null | 10 | 30 | 6 | trailing 7% | 248 | 25.2 | Volatile | 31.7 | 4.75 | 3.2 | 146 | 42 | 78 | 70 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | 7 | BrokerC | VWAP | 88 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 61 | -57 | 41 | 4 | false | Increase defensive factor exposure |
P5060 | Systematic | Trust | USD | 2024-08-07 | 1,402,041 | 84,027 | 1,318,014 | 1 | 68.7 | 20.3 | 5.9 | 5.1 | AMZN:34.5%;IEF:30.9%;MSFT:34.5% | US:72.2;EU:15.1;APAC:8.4;EM:3.8;Other:0.5 | Value:-0.7;Growth:-0.7;Quality:-0.6;Size:+0.2;Momentum:-0.5;LowVol:-0.5 | MaxPos8%;NoDerivatives | 8 | 30 | 5.3 | trailing 8% | 223 | 23.2 | Sideways | 18.7 | 4.81 | 3.3 | 117 | -18 | 40 | 64 | false | Buy | Add to core equity +1% | 1 | -28 | BrokerA | MKT | 94 | null | null | Normal monitoring | 26 | -50 | 23 | 5 | false | Within IPS guidelines |
P5061 | Cautious | 401k | USD | 2024-11-21 | 746,450 | 68,305 | 678,145 | 1 | 37.3 | 35.3 | 9.5 | 18 | VTI:33.3%;AMZN:33.3%;MSFT:33.3% | US:71.1;EU:9.4;APAC:14.1;EM:3.2;Other:2.2 | Value:-0.2;Growth:+0.8;Quality:-0.2;Size:-0.7;Momentum:+0.2;LowVol:+0.8 | ESGOnly;NoMargin | 5 | 30 | 5.7 | trailing 10% | 146 | 13.5 | Bull | 16.9 | 3.61 | 3.4 | 87 | 108 | 100 | 38 | false | Sell | Trim extended winner -1% | -6 | 0 | BrokerA | LMT | 93 | null | null | Normal monitoring | 120 | -9 | 106 | 3 | false | Monitor dispersion and breadth |
P5062 | Systematic | Roth | USD | 2025-06-09 | 1,782,420 | 142,110 | 1,640,310 | 1 | 59.9 | 27.2 | 6.7 | 6.2 | VTI:9.6%;HYG:21.6%;BRK.B:19.4%;GLD:7.5%;VOO:21.6%;VNQ:20.2% | US:72.1;EU:11.1;APAC:8.4;EM:5.3;Other:3.1 | Value:-0.7;Growth:-0.6;Quality:-0.9;Size:-0.1;Momentum:-0.9;LowVol:+0.5 | MaxPos7% | 8 | 35 | 4.5 | trailing 8% | 139 | 20.3 | Sideways | 17.5 | 3.89 | 3 | 119 | 41 | 62 | 56 | false | Buy | Add to core equity +1% | -13 | -16 | BrokerC | MKT | 86 | null | null | Normal monitoring | -59 | 10 | -34 | 3 | false | Tighten stops on momentum names |
P5063 | Hands-off | 401k | USD | 2024-07-27 | 460,381 | 36,891 | 423,490 | 1 | 67.3 | 25.6 | 0 | 7.2 | VNQ:26.5%;XLF:20.4%;HYG:26.5%;BND:26.5% | US:61.3;EU:11.8;APAC:15.5;EM:6.9;Other:4.6 | Value:-0.7;Growth:-0.0;Quality:-0.3;Size:-0.1;Momentum:-0.3;LowVol:+0.1 | MaxPos6% | 7 | 25 | 3.7 | trailing 8% | 118 | 16.2 | Bull | 12.8 | 3.85 | 3.2 | 116 | 29 | 62 | 37 | false | NoAction | Within bands; monitor | -9 | -20 | BrokerD | MKT | 0 | null | null | Normal monitoring | 77 | -40 | 180 | 4 | false | Increase defensive factor exposure |
P5064 | Opportunistic | Trust | USD | 2025-02-03 | 449,575 | 14,112 | 435,463 | 1.14 | 75.1 | 18.3 | 1.7 | 5 | VTI:25.9%;XLF:19.4%;TSLA:13.0%;HYG:25.9%;MSFT:15.8% | US:64.6;EU:19.2;APAC:10.8;EM:4.2;Other:1.1 | Value:-0.8;Growth:+0.2;Quality:-0.8;Size:+0.1;Momentum:+0.7;LowVol:+0.2 | MaxPos8%;NoDerivatives | 7 | 30 | 5.8 | trailing 7% | 247 | 29.5 | Bull | 17.5 | 4.51 | 2.5 | 84 | 33 | 76 | 66 | false | Buy | Add to core equity +1% | 20 | -17 | BrokerD | VWAP | 94 | null | null | Normal monitoring | 5 | -49 | -10 | 5 | false | Within IPS guidelines |
P5065 | Systematic | IRA | USD | 2025-03-20 | 1,009,984 | 95,668 | 914,316 | 1 | 61.4 | 21.7 | 8.8 | 8.1 | BRK.B:33.3%;AMZN:33.3%;XLF:33.3% | US:72.0;EU:8.5;APAC:10.7;EM:8.0;Other:0.8 | Value:+0.1;Growth:-0.7;Quality:-0.3;Size:-0.5;Momentum:0.0;LowVol:-0.2 | MaxPos6% | 5 | 35 | 5.2 | hard 12% | 199 | 26 | Sideways | 20.5 | 4.23 | 2.9 | 96 | 46 | 79 | 63 | false | Buy | Add to core equity +1% | 6 | -1 | BrokerB | LMT | 94 | null | null | Normal monitoring | -5 | -22 | 100 | 5 | false | Within IPS guidelines |
P5066 | Cautious | Roth | USD | 2024-10-25 | 509,880 | 75,042 | 434,838 | 1 | 43.3 | 43.3 | 0 | 13.4 | TSLA:14.3%;AMZN:21.2%;MUB:14.5%;IEF:20.9%;VNQ:8.0%;VTI:21.2% | US:68.7;EU:12.5;APAC:12.5;EM:6.3;Other:0.0 | Value:+0.1;Growth:+0.3;Quality:+0.4;Size:-0.3;Momentum:+0.8;LowVol:+0.7 | ESGOnly;NoMargin | 7 | 35 | 4.2 | trailing 8% | 160 | 14.4 | Bull | 11.9 | 3.79 | 3.4 | 81 | 84 | 82 | 37 | false | Buy | Add to core equity +1% | -2 | -31 | BrokerC | MKT | 87 | null | null | Normal monitoring | 65 | 9 | 200 | 4 | false | Within IPS guidelines |
P5067 | Systematic | 401k | USD | 2024-10-26 | 1,422,568 | 80,444 | 1,342,124 | 1 | 59.8 | 31 | 0 | 9.2 | AMZN:25.1%;VNQ:24.7%;GLD:25.1%;TLT:25.1% | US:67.9;EU:12.3;APAC:11.5;EM:7.6;Other:0.8 | Value:+0.2;Growth:+0.7;Quality:+0.9;Size:+0.4;Momentum:+0.8;LowVol:+0.4 | NoDerivatives | 7 | 25 | 5.6 | hard 12% | 151 | 23.8 | Bull | 11.6 | 4.52 | 3.1 | 89 | 15 | 53 | 30 | false | Rebalance | Shift +1% to bonds from equity | 20 | -13 | BrokerB | MKT | 87 | null | null | Normal monitoring | 66 | 1 | 65 | 4 | false | Monitor dispersion and breadth |
P5068 | Systematic | IRA | USD | 2025-02-22 | 1,211,018 | 60,974 | 1,150,044 | 1 | 62.3 | 28.4 | 3.9 | 5.3 | VNQ:18.8%;XLF:24.5%;MSFT:15.6%;TSLA:16.6%;AAPL:24.5% | US:73.4;EU:9.1;APAC:14.0;EM:3.4;Other:0.1 | Value:+1.0;Growth:+0.6;Quality:+0.1;Size:+0.3;Momentum:-0.3;LowVol:-0.4 | MaxPos7% | 7 | 35 | 5.5 | hard 12% | 126 | 21.4 | Volatile | 29.9 | 4.65 | 3 | 118 | 80 | 100 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | -1 | BrokerB | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 77 | -39 | 101 | 4 | false | Tax-aware sells next window |
P5069 | Active | 401k | USD | 2025-04-24 | 1,370,206 | 106,458 | 1,263,748 | 1 | 51.5 | 22.1 | 18.3 | 8.1 | VNQ:33.3%;BRK.B:33.3%;MUB:33.3% | US:65.2;EU:17.0;APAC:9.4;EM:7.0;Other:1.3 | Value:+0.8;Growth:-0.9;Quality:+0.8;Size:+0.4;Momentum:0.0;LowVol:+0.1 | MaxPos5% | 6 | 30 | 4.5 | trailing 8% | 199 | 20.5 | Bear | 27.7 | 3.75 | 1.2 | 216 | -43 | 17 | 58 | false | Sell | Trim extended winner -1% | 34 | -27 | BrokerC | MKT | 85 | null | null | Normal monitoring | 51 | -9 | 142 | 5 | false | Monitor dispersion and breadth |
P5070 | Hands-off | 401k | USD | 2025-01-18 | 613,366 | 39,643 | 573,723 | 1 | 72 | 15.9 | 5.1 | 7 | VTI:22.4%;AAPL:18.7%;VNQ:14.2%;BRK.B:22.4%;TSLA:22.4% | US:69.0;EU:7.6;APAC:12.4;EM:9.7;Other:1.2 | Value:+0.7;Growth:+1.0;Quality:+0.5;Size:+0.5;Momentum:-0.8;LowVol:-1.0 | ESGOnly;MaxPos7%;NoDerivatives | 8 | 35 | 3.2 | trailing 8% | 153 | 14.8 | Volatile | 22.2 | 5.1 | 3.2 | 136 | 13 | 64 | 64 | false | Rebalance | Shift +1% to bonds from equity | 2 | 3 | BrokerC | MKT | 94 | null | null | Normal monitoring | -13 | -47 | -41 | 5 | false | Tax-aware sells next window |
P5071 | Hands-off | Taxable | USD | 2025-03-19 | 304,677 | 22,601 | 282,076 | 1 | 55.2 | 29 | 6.7 | 9.1 | IEF:23.1%;GLD:14.8%;VOO:16.0%;XLF:23.1%;HYG:23.1% | US:73.7;EU:12.1;APAC:5.8;EM:6.1;Other:2.3 | Value:-0.3;Growth:+0.5;Quality:+0.4;Size:-0.3;Momentum:0.0;LowVol:-0.3 | ESGOnly;MaxPos6% | 6 | 25 | 5.5 | hard 10% | 122 | 12.7 | Bull | 14 | 4.05 | 2.8 | 120 | 96 | 88 | 49 | false | Rebalance | Shift +1% to bonds from equity | 12 | -15 | BrokerA | LMT | 91 | null | null | Normal monitoring | -22 | 9 | 75 | 3 | false | Monitor dispersion and breadth |
P5072 | Systematic | 401k | USD | 2024-10-21 | 993,030 | 47,635 | 945,395 | 1 | 69.2 | 21.2 | 3.4 | 6.2 | MSFT:13.0%;VTI:11.7%;IEF:25.1%;AAPL:25.1%;VOO:25.1% | US:64.6;EU:14.8;APAC:12.6;EM:5.9;Other:2.0 | Value:+0.7;Growth:-0.1;Quality:-0.9;Size:+0.5;Momentum:-0.6;LowVol:-0.6 | MaxPos5% | 7 | 35 | 5.5 | trailing 9% | 144 | 25.4 | Bull | 14.3 | 4.35 | 2.6 | 118 | 17 | 62 | 50 | false | NoAction | Within bands; monitor | 6 | -23 | BrokerC | MKT | 0 | null | null | Normal monitoring | 94 | -6 | 60 | 4 | false | Increase defensive factor exposure |
P5073 | Cautious | IRA | USD | 2025-09-23 | 750,179 | 68,692 | 681,487 | 1 | 41.8 | 42.4 | 0 | 15.9 | TLT:7.4%;XLF:19.2%;AAPL:20.4%;MUB:20.4%;BRK.B:12.1%;QQQ:20.4% | US:65.6;EU:11.8;APAC:9.8;EM:9.5;Other:3.2 | Value:-0.3;Growth:-0.6;Quality:-0.7;Size:-0.1;Momentum:+0.7;LowVol:-0.5 | MaxPos6%;NoDerivatives;NoMargin | 5 | 30 | 4.9 | trailing 8% | 94 | 17.2 | Bull | 16.9 | 3.65 | 3.4 | 106 | 14 | 53 | 43 | false | Sell | Trim extended winner -1% | 28 | -32 | BrokerA | LMT | 98 | null | null | Normal monitoring | 94 | -23 | 180 | 3 | false | Within IPS guidelines |
P5074 | Systematic | Taxable | USD | 2024-12-16 | 1,515,052 | 107,842 | 1,407,210 | 1 | 58.4 | 27.9 | 8.1 | 5.5 | MUB:12.6%;VTI:23.9%;BND:15.8%;VOO:23.9%;HYG:23.9% | US:65.3;EU:11.0;APAC:8.2;EM:11.0;Other:4.6 | Value:+1.0;Growth:-0.2;Quality:-0.4;Size:+0.2;Momentum:+0.7;LowVol:-0.3 | MaxPos5%;NoDerivatives | 8 | 35 | 5.9 | hard 12% | 126 | 23.9 | Sideways | 21.8 | 4.28 | 3.5 | 100 | -24 | 37 | 64 | false | Hedge | Add TLT +1% as duration hedge | 24 | 0 | BrokerB | MKT | 91 | null | null | Normal monitoring | -14 | 1 | -45 | 5 | false | Increase defensive factor exposure |
P5075 | Systematic | IRA | USD | 2025-10-04 | 1,188,191 | 107,330 | 1,080,861 | 1 | 58.4 | 32.7 | 2 | 6.9 | HYG:26.8%;AMZN:36.6%;VTI:36.6% | US:60.1;EU:19.1;APAC:6.8;EM:11.4;Other:2.6 | Value:+1.0;Growth:+0.7;Quality:+0.2;Size:+0.2;Momentum:-1.0;LowVol:-0.9 | NoDerivatives | 7 | 30 | 4.5 | hard 12% | 228 | 20.7 | Sideways | 14.4 | 3.74 | 2.7 | 121 | -7 | 36 | 50 | false | Buy | Add to core equity +1% | 8 | -21 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 81 | 1 | 196 | 3 | false | Tax-aware sells next window |
P5076 | Systematic | IRA | USD | 2024-11-22 | 1,849,221 | 114,935 | 1,734,286 | 1 | 65.2 | 24.7 | 1.6 | 8.5 | BND:33.3%;BRK.B:33.3%;AMZN:33.3% | US:72.6;EU:8.0;APAC:9.6;EM:6.2;Other:3.7 | Value:-0.9;Growth:-0.6;Quality:-0.3;Size:+0.3;Momentum:+0.6;LowVol:+0.2 | NoDerivatives | 10 | 35 | 4.3 | trailing 8% | 148 | 18.6 | Bull | 11 | 4.18 | 2.4 | 107 | 120 | 98 | 35 | false | Hedge | Add TLT +1% as duration hedge | -13 | -21 | BrokerB | MKT | 87 | null | null | Normal monitoring | 116 | -35 | 129 | 3 | false | Increase defensive factor exposure |
P5077 | Hands-off | Taxable | USD | 2025-11-29 | 457,550 | 32,519 | 425,031 | 1 | 56.3 | 26 | 12.3 | 5.4 | MSFT:17.5%;AMZN:20.5%;QQQ:9.1%;TSLA:12.5%;XLF:21.1%;IEF:19.3% | US:63.0;EU:11.7;APAC:13.2;EM:10.1;Other:1.9 | Value:+1.0;Growth:-0.9;Quality:-0.9;Size:+0.4;Momentum:+0.1;LowVol:-0.2 | MaxPos8% | 8 | 35 | 4.8 | trailing 8% | 155 | 17 | Sideways | 16.6 | 4.85 | 2.7 | 139 | 18 | 70 | 49 | false | Rebalance | Shift +1% to bonds from equity | -1 | -20 | BrokerB | LMT | 85 | null | null | Normal monitoring | 116 | 4 | 246 | 4 | false | Monitor dispersion and breadth |
P5078 | Cautious | Trust | USD | 2024-11-21 | 384,190 | 61,168 | 323,022 | 1 | 43.1 | 41 | 0 | 15.9 | HYG:23.9%;MSFT:23.9%;TLT:23.9%;QQQ:11.5%;BND:16.7% | US:58.7;EU:19.1;APAC:9.5;EM:7.8;Other:4.9 | Value:+1.0;Growth:+0.7;Quality:+0.5;Size:-0.3;Momentum:-0.5;LowVol:+0.8 | MaxPos6%;NoMargin | 5 | 25 | 3.3 | trailing 8% | 153 | 17.8 | Volatile | 31.7 | 4.7 | 2.8 | 148 | 30 | 67 | 64 | false | Buy | Add to core equity +1% | 33 | -21 | BrokerA | MKT | 96 | null | null | Normal monitoring | 65 | -17 | 116 | 4 | false | Monitor dispersion and breadth |
P5079 | Hands-off | 401k | USD | 2024-08-11 | 381,631 | 21,469 | 360,162 | 1 | 65.3 | 26.5 | 1.9 | 6.3 | VTI:33.3%;QQQ:33.3%;AMZN:33.3% | US:64.8;EU:15.2;APAC:12.8;EM:4.6;Other:2.6 | Value:+0.3;Growth:-0.9;Quality:+0.5;Size:+0.6;Momentum:-0.5;LowVol:-0.6 | ESGOnly;MaxPos7% | 8 | 35 | 3.6 | hard 10% | 144 | 14.3 | Sideways | 15.2 | 4.36 | 3.1 | 116 | -24 | 38 | 57 | false | Rebalance | Shift +1% to bonds from equity | 18 | -23 | BrokerC | MKT | 89 | null | null | Normal monitoring | 34 | 8 | 82 | 5 | false | Tax-aware sells next window |
P5080 | Systematic | Roth | USD | 2025-04-03 | 1,833,281 | 130,298 | 1,702,983 | 1 | 63.5 | 28.9 | 1.2 | 6.4 | XLF:21.3%;TLT:21.3%;AMZN:7.6%;VNQ:10.9%;GLD:19.0%;AAPL:19.9% | US:76.2;EU:9.1;APAC:7.9;EM:4.2;Other:2.5 | Value:-0.3;Growth:-1.0;Quality:+0.7;Size:+0.1;Momentum:+0.7;LowVol:+0.6 | null | 7 | 35 | 4.8 | trailing 8% | 216 | 25.6 | Bull | 13 | 3.8 | 3.2 | 87 | 106 | 91 | 39 | false | Sell | Trim extended winner -1% | 34 | 0 | BrokerD | LMT | 100 | null | null | Normal monitoring | 105 | -31 | 150 | 3 | false | Increase defensive factor exposure |
P5081 | Systematic | Trust | USD | 2025-06-18 | 491,241 | 30,148 | 461,093 | 1 | 61.7 | 29.4 | 0 | 8.9 | QQQ:21.5%;XLF:21.0%;AMZN:21.5%;TLT:16.5%;BRK.B:11.0%;MSFT:8.5% | US:67.3;EU:11.6;APAC:8.9;EM:8.4;Other:3.8 | Value:+0.1;Growth:+0.1;Quality:-0.5;Size:-0.3;Momentum:+0.7;LowVol:-0.9 | null | 5 | 25 | 5.1 | hard 12% | 228 | 17 | Volatile | 23.1 | 3.53 | 4.1 | 126 | 69 | 94 | 66 | false | Rebalance | Shift +1% to bonds from equity | 35 | 9 | BrokerB | MKT | 98 | null | null | Normal monitoring | 106 | -23 | 122 | 5 | false | Tighten stops on momentum names |
P5082 | Systematic | Trust | USD | 2025-10-24 | 1,850,106 | 133,086 | 1,717,020 | 1 | 59.8 | 32.4 | 0 | 7.9 | IEF:21.6%;VNQ:26.1%;VTI:26.1%;BRK.B:26.1% | US:59.2;EU:15.1;APAC:11.0;EM:11.5;Other:3.2 | Value:+0.8;Growth:+0.5;Quality:-1.0;Size:+0.4;Momentum:+0.4;LowVol:-0.4 | NoDerivatives | 10 | 30 | 5.6 | trailing 8% | 167 | 20.2 | Volatile | 29.2 | 5.31 | 4.1 | 164 | 26 | 60 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | 8 | BrokerD | LMT | 86 | VAR>budget | TightenStops | Risk above budget threshold | -57 | 3 | -97 | 4 | false | Monitor dispersion and breadth |
P5083 | Systematic | 401k | USD | 2025-09-11 | 926,573 | 83,123 | 843,450 | 1 | 63 | 23.3 | 7.1 | 6.6 | AAPL:33.3%;MUB:33.3%;VNQ:33.3% | US:76.9;EU:9.6;APAC:7.0;EM:5.4;Other:1.2 | Value:-0.1;Growth:+0.1;Quality:-0.8;Size:+0.7;Momentum:-0.9;LowVol:-0.4 | null | 7 | 25 | 4.8 | trailing 8% | 160 | 17.4 | Bull | 13 | 4.9 | 3.2 | 111 | 65 | 82 | 36 | false | Buy | Add to core equity +1% | 35 | -20 | BrokerA | LMT | 92 | null | null | Normal monitoring | 12 | -59 | 146 | 4 | false | Tighten stops on momentum names |
P5084 | Hands-off | IRA | USD | 2025-07-24 | 225,255 | 14,921 | 210,334 | 1 | 68 | 24.2 | 0 | 7.8 | GLD:23.4%;VTI:14.9%;VNQ:23.4%;HYG:23.4%;XLF:14.9% | US:62.1;EU:14.4;APAC:13.1;EM:5.7;Other:4.7 | Value:-0.0;Growth:-0.1;Quality:-0.1;Size:-0.4;Momentum:+0.7;LowVol:-0.3 | ESGOnly;NoDerivatives | 10 | 35 | 3.9 | trailing 8% | 139 | 15.2 | Bull | 14.2 | 4.52 | 3.3 | 88 | 60 | 82 | 54 | false | Rebalance | Shift +1% to bonds from equity | 9 | -25 | BrokerA | MKT | 92 | null | null | Normal monitoring | -27 | 11 | 50 | 4 | false | Tax-aware sells next window |
P5085 | Cautious | Roth | USD | 2025-01-06 | 897,548 | 117,650 | 779,898 | 1 | 49.9 | 37 | 0 | 13 | VNQ:20.6%;BRK.B:15.3%;XLF:20.6%;MSFT:20.6%;HYG:13.7%;MUB:9.2% | US:60.6;EU:11.4;APAC:15.7;EM:11.9;Other:0.4 | Value:-0.9;Growth:+1.0;Quality:-0.1;Size:-0.5;Momentum:-0.2;LowVol:+0.1 | ESGOnly;MaxPos8%;NoMargin | 7 | 35 | 3.2 | trailing 8% | 150 | 13.9 | Volatile | 25.1 | 5.2 | 4 | 164 | 31 | 71 | 64 | false | Hedge | Add TLT +1% as duration hedge | 20 | -10 | BrokerD | MKT | 89 | null | null | Normal monitoring | 86 | -46 | 89 | 3 | false | Tax-aware sells next window |
P5086 | Active | IRA | USD | 2025-04-21 | 892,769 | 94,178 | 798,591 | 1 | 60.4 | 30.2 | 1.5 | 7.8 | VNQ:24.0%;TLT:8.1%;VOO:20.0%;AMZN:24.0%;MUB:24.0% | US:64.4;EU:12.7;APAC:6.4;EM:11.3;Other:5.1 | Value:+0.5;Growth:+0.4;Quality:-1.0;Size:+0.1;Momentum:+0.2;LowVol:+0.6 | MaxPos5% | 10 | 30 | 4.3 | trailing 8% | 143 | 17.7 | Volatile | 21.7 | 4.58 | 2.5 | 161 | 57 | 92 | 63 | false | Buy | Add to core equity +1% | 16 | -4 | BrokerA | VWAP | 93 | null | null | Normal monitoring | 50 | -31 | 178 | 3 | false | Monitor dispersion and breadth |
P5087 | Cautious | IRA | USD | 2025-07-23 | 529,488 | 84,265 | 445,223 | 1 | 50.3 | 33.2 | 0 | 16.5 | IEF:12.3%;AMZN:16.2%;BND:23.7%;VOO:23.9%;QQQ:23.9% | US:70.4;EU:17.7;APAC:5.3;EM:4.0;Other:2.6 | Value:+0.6;Growth:+0.5;Quality:+1.0;Size:-0.8;Momentum:+0.4;LowVol:+0.5 | MaxPos8%;NoMargin | 6 | 30 | 5.2 | trailing 10% | 166 | 15.1 | Sideways | 16.7 | 4.42 | 2.8 | 113 | 29 | 75 | 50 | true | Hedge | Buy index puts 1% notional | -12 | -7 | BrokerC | VWAP | 97 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 63 | -4 | 72 | 3 | false | Tighten stops on momentum names |
P5088 | Active | Taxable | USD | 2025-10-17 | 1,027,946 | 72,660 | 955,286 | 1 | 59 | 23.8 | 10.9 | 6.3 | AAPL:22.5%;TSLA:22.5%;MSFT:22.5%;XLF:9.9%;VTI:22.5% | US:72.8;EU:9.8;APAC:7.3;EM:8.5;Other:1.7 | Value:+0.6;Growth:+0.9;Quality:-1.0;Size:+0.6;Momentum:+0.1;LowVol:+0.2 | null | 8 | 35 | 5.6 | trailing 9% | 161 | 17.2 | Bear | 26.4 | 3.35 | 1.2 | 205 | -83 | 12 | 65 | false | Buy | Add to core equity +1% | -4 | 5 | BrokerB | MKT | 93 | null | null | Normal monitoring | -54 | -49 | 50 | 5 | false | Tighten stops on momentum names |
P5089 | Opportunistic | IRA | USD | 2024-10-29 | 1,146,519 | 100,545 | 1,045,974 | 1 | 68.8 | 15.3 | 8.3 | 7.6 | VTI:33.3%;GLD:33.3%;QQQ:33.3% | US:79.9;EU:7.4;APAC:5.9;EM:5.2;Other:1.7 | Value:-0.2;Growth:+0.9;Quality:-0.7;Size:+0.3;Momentum:+0.6;LowVol:+0.7 | NoDerivatives | 7 | 30 | 6.2 | hard 12% | 259 | 31 | Sideways | 19 | 3.6 | 2.2 | 117 | 51 | 77 | 61 | false | Rebalance | Shift +1% to bonds from equity | 17 | -7 | BrokerA | MKT | 85 | null | null | Normal monitoring | -46 | -19 | -76 | 4 | false | Within IPS guidelines |
P5090 | Opportunistic | Taxable | USD | 2024-08-29 | 784,523 | 64,502 | 720,021 | 1.09 | 60 | 11.5 | 24.4 | 4 | AMZN:33.3%;VNQ:33.3%;IEF:33.3% | US:57.3;EU:18.4;APAC:14.6;EM:8.0;Other:1.7 | Value:+0.8;Growth:-1.0;Quality:+0.3;Size:-0.2;Momentum:+0.4;LowVol:-0.4 | null | 10 | 35 | 5.6 | trailing 9% | 229 | 25.7 | Bull | 15.5 | 4.27 | 3.4 | 119 | 88 | 94 | 51 | false | Rebalance | Shift +1% to bonds from equity | 4 | -35 | BrokerD | LMT | 97 | null | null | Normal monitoring | 1 | -47 | 109 | 4 | false | Tax-aware sells next window |
P5091 | Hands-off | Trust | USD | 2025-05-17 | 456,160 | 21,118 | 435,042 | 1 | 57 | 18.9 | 17.7 | 6.4 | TSLA:18.1%;VNQ:17.6%;MSFT:25.0%;GLD:25.0%;MUB:14.3% | US:73.4;EU:10.6;APAC:8.2;EM:7.4;Other:0.3 | Value:-0.7;Growth:+0.5;Quality:+0.4;Size:+0.5;Momentum:+0.4;LowVol:+0.9 | ESGOnly;MaxPos6% | 6 | 25 | 3.6 | trailing 8% | 149 | 14.7 | Volatile | 20.7 | 4.36 | 3.9 | 135 | -15 | 43 | 58 | false | NoAction | Within bands; monitor | 27 | -4 | BrokerB | MKT | 0 | null | null | Normal monitoring | 17 | -7 | 128 | 4 | false | Increase defensive factor exposure |
P5092 | Hands-off | Taxable | USD | 2025-02-24 | 226,194 | 11,452 | 214,742 | 1 | 63.7 | 23.5 | 4.8 | 7.9 | VOO:24.3%;QQQ:25.2%;HYG:25.2%;AMZN:25.2% | US:64.5;EU:14.5;APAC:11.8;EM:5.4;Other:3.8 | Value:+0.5;Growth:+0.3;Quality:+0.3;Size:+0.7;Momentum:+0.6;LowVol:+0.7 | MaxPos5% | 8 | 35 | 3.4 | trailing 8% | 90 | 12.4 | Bull | 14.1 | 4.11 | 2.8 | 87 | 30 | 80 | 40 | false | Sell | Trim extended winner -1% | 26 | -31 | BrokerC | MKT | 96 | null | null | Normal monitoring | 117 | -24 | 102 | 5 | false | Tax-aware sells next window |
P5093 | Hands-off | Trust | USD | 2024-08-12 | 537,382 | 47,522 | 489,860 | 1 | 55.4 | 27.8 | 11.7 | 5.1 | GLD:12.1%;BND:15.2%;BRK.B:22.5%;HYG:14.1%;MSFT:22.5%;TLT:13.6% | US:65.8;EU:8.1;APAC:13.1;EM:11.1;Other:1.9 | Value:-0.8;Growth:+0.6;Quality:+0.4;Size:+0.8;Momentum:+0.8;LowVol:+0.4 | null | 5 | 30 | 4.9 | trailing 10% | 131 | 17.1 | Sideways | 19.2 | 4.37 | 2.5 | 100 | -20 | 26 | 51 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -35 | BrokerD | LMT | 100 | VAR>budget | Pause | Risk above budget threshold | 104 | -56 | 125 | 5 | false | Within IPS guidelines |
P5094 | Opportunistic | Roth | USD | 2024-11-22 | 1,248,471 | 62,714 | 1,185,757 | 1.08 | 74 | 21.6 | 0 | 4.3 | TLT:27.1%;AAPL:21.1%;VTI:24.8%;MSFT:27.1% | US:71.3;EU:10.2;APAC:11.6;EM:5.8;Other:1.1 | Value:-0.4;Growth:+0.3;Quality:+0.3;Size:-0.5;Momentum:-1.0;LowVol:-0.9 | MaxPos6% | 5 | 25 | 4 | hard 12% | 184 | 27.7 | Bull | 13.6 | 4.61 | 2.9 | 83 | 18 | 71 | 57 | false | NoAction | Within bands; monitor | 34 | -2 | BrokerA | LMT | 91 | null | null | Normal monitoring | -43 | -59 | 9 | 3 | false | Monitor dispersion and breadth |
P5095 | Hands-off | Trust | USD | 2025-12-07 | 717,616 | 44,156 | 673,460 | 1 | 67.8 | 24.8 | 0 | 7.5 | QQQ:33.3%;VNQ:33.3%;AMZN:33.3% | US:68.3;EU:9.1;APAC:11.0;EM:9.8;Other:1.9 | Value:-0.6;Growth:+0.6;Quality:+0.5;Size:+0.3;Momentum:-0.0;LowVol:0.0 | ESGOnly;MaxPos5%;NoDerivatives | 10 | 35 | 3.5 | trailing 10% | 132 | 18.8 | Sideways | 14.3 | 3.89 | 2.4 | 129 | -1 | 58 | 40 | true | Hedge | Buy index puts 1% notional | -9 | 13 | BrokerD | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -38 | -45 | 67 | 2 | false | Within IPS guidelines |
P5096 | Hands-off | IRA | USD | 2025-07-14 | 161,705 | 9,987 | 151,718 | 1 | 56.9 | 17.5 | 20.1 | 5.4 | VTI:15.1%;VNQ:15.5%;TSLA:23.2%;MSFT:23.2%;QQQ:23.2% | US:73.6;EU:10.6;APAC:11.9;EM:3.4;Other:0.5 | Value:-0.7;Growth:-0.6;Quality:-0.6;Size:+1.0;Momentum:+0.9;LowVol:+0.5 | ESGOnly | 6 | 25 | 3.1 | hard 10% | 135 | 16.3 | Bear | 34 | 3.23 | 2.1 | 202 | -6 | 55 | 88 | true | Hedge | Buy index puts 1% notional | 24 | 14 | BrokerB | VWAP | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 43 | -32 | 38 | 4 | false | Tax-aware sells next window |
P5097 | Hands-off | Roth | USD | 2025-04-18 | 273,080 | 20,919 | 252,161 | 1 | 65.9 | 26.1 | 0 | 7.9 | VOO:23.0%;MUB:18.1%;VNQ:23.0%;XLF:23.0%;VTI:12.8% | US:62.7;EU:16.5;APAC:9.9;EM:7.1;Other:3.7 | Value:-0.1;Growth:-0.3;Quality:-0.2;Size:+0.5;Momentum:-0.7;LowVol:+0.7 | ESGOnly;MaxPos6% | 7 | 30 | 3.5 | hard 10% | 96 | 14.5 | Volatile | 25.1 | 3.88 | 2.5 | 113 | 78 | 85 | 71 | true | Hedge | Buy index puts 1% notional | 26 | -34 | BrokerC | MKT | 99 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 118 | 20 | 256 | 4 | false | Tighten stops on momentum names |
P5098 | Opportunistic | Trust | USD | 2025-04-09 | 573,466 | 28,317 | 545,149 | 1 | 64.7 | 18 | 10.5 | 6.7 | AMZN:33.3%;IEF:33.3%;GLD:33.3% | US:61.3;EU:17.9;APAC:15.8;EM:4.2;Other:0.8 | Value:0.0;Growth:-1.0;Quality:-0.7;Size:-0.6;Momentum:+0.7;LowVol:-0.1 | null | 6 | 30 | 5.5 | trailing 7% | 204 | 31.7 | Bull | 12.1 | 3.65 | 2.4 | 78 | 66 | 71 | 41 | false | Rebalance | Shift +1% to bonds from equity | 5 | -32 | BrokerB | LMT | 91 | null | null | Normal monitoring | 90 | -16 | 75 | 4 | false | Monitor dispersion and breadth |
P5099 | Cautious | IRA | USD | 2025-08-16 | 187,150 | 27,863 | 159,287 | 1 | 45.3 | 37.9 | 1.4 | 15.3 | XLF:21.6%;VNQ:8.2%;GLD:21.6%;VOO:21.6%;IEF:8.3%;AMZN:18.6% | US:70.6;EU:10.0;APAC:7.6;EM:6.6;Other:5.1 | Value:+0.6;Growth:+0.2;Quality:+0.3;Size:+0.1;Momentum:-0.3;LowVol:+0.4 | ESGOnly;MaxPos7%;NoMargin | 8 | 30 | 3.9 | trailing 10% | 100 | 18 | Bear | 22.1 | 3.86 | 2.5 | 136 | -60 | 5 | 49 | false | Buy | Add to core equity +1% | 24 | -7 | BrokerA | LMT | 89 | null | null | Normal monitoring | 77 | -24 | 137 | 5 | false | Tax-aware sells next window |
P5100 | Active | Taxable | USD | 2025-06-03 | 738,751 | 50,279 | 688,472 | 1 | 59.8 | 27.1 | 8 | 5.1 | AAPL:32.5%;BND:33.8%;VOO:33.8% | US:78.1;EU:7.7;APAC:7.3;EM:4.7;Other:2.3 | Value:+0.3;Growth:0.0;Quality:+0.2;Size:+0.7;Momentum:+1.0;LowVol:-0.5 | null | 10 | 30 | 4.1 | trailing 9% | 161 | 25.9 | Bear | 29 | 3.42 | 2.1 | 207 | -79 | 20 | 64 | false | Buy | Add to core equity +1% | 18 | 7 | BrokerB | MKT | 88 | null | null | Normal monitoring | -2 | -44 | 130 | 4 | false | Tighten stops on momentum names |
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