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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5201 | Cautious | 401k | USD | 2024-11-24 | 316,761 | 29,878 | 286,883 | 1 | 38.8 | 31.2 | 12.1 | 18 | MSFT:28.1%;VNQ:35.9%;AMZN:35.9% | US:64.7;EU:15.8;APAC:10.3;EM:6.9;Other:2.2 | Value:+0.7;Growth:+0.4;Quality:+0.4;Size:+0.9;Momentum:0.0;LowVol:+0.5 | ESGOnly;NoMargin | 5 | 35 | 3.8 | hard 10% | 152 | 16.9 | Volatile | 30.1 | 4.95 | 2.9 | 116 | -13 | 34 | 63 | false | Sell | Trim extended winner -1% | 1 | -31 | BrokerB | MKT | 94 | null | null | Normal monitoring | 112 | -30 | 150 | 5 | false | Tax-aware sells next window |
P5202 | Opportunistic | IRA | USD | 2024-09-19 | 492,921 | 24,469 | 468,452 | 1 | 67.8 | 12 | 13.8 | 6.4 | AAPL:16.3%;MSFT:21.6%;BND:21.6%;VOO:18.9%;BRK.B:21.6% | US:65.3;EU:14.9;APAC:12.5;EM:2.8;Other:4.4 | Value:-0.6;Growth:-0.3;Quality:+0.7;Size:0.0;Momentum:+0.1;LowVol:-0.6 | MaxPos5%;NoDerivatives | 7 | 30 | 5.5 | trailing 9% | 246 | 33.7 | Volatile | 24 | 5.24 | 2.6 | 155 | 77 | 95 | 58 | false | Sell | Trim extended winner -1% | 27 | -27 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 8 | -60 | 69 | 3 | false | Increase defensive factor exposure |
P5203 | Hands-off | Trust | USD | 2025-10-23 | 811,838 | 74,800 | 737,038 | 1 | 58.5 | 24.1 | 10.7 | 6.6 | QQQ:21.2%;MSFT:11.9%;VNQ:23.8%;TLT:23.8%;AAPL:19.3% | US:73.6;EU:10.9;APAC:9.0;EM:3.5;Other:3.0 | Value:-0.4;Growth:+0.5;Quality:-1.0;Size:+1.0;Momentum:-0.6;LowVol:+0.7 | null | 6 | 25 | 4.8 | trailing 8% | 96 | 15.9 | Bull | 16.8 | 4.3 | 2.3 | 77 | 8 | 68 | 54 | false | Rebalance | Shift +1% to bonds from equity | 33 | -39 | BrokerB | MKT | 88 | null | null | Normal monitoring | 79 | -4 | 40 | 5 | false | Monitor dispersion and breadth |
P5204 | Hands-off | 401k | USD | 2024-10-01 | 518,943 | 23,874 | 495,069 | 1 | 63.7 | 23.9 | 6.6 | 5.7 | AAPL:26.2%;QQQ:26.2%;IEF:26.2%;HYG:21.5% | US:59.9;EU:18.9;APAC:13.1;EM:7.9;Other:0.2 | Value:+0.7;Growth:-0.2;Quality:+0.1;Size:+0.4;Momentum:+0.8;LowVol:-0.2 | ESGOnly | 8 | 35 | 4.3 | hard 10% | 119 | 12.8 | Sideways | 18.4 | 4.14 | 2.6 | 126 | -3 | 59 | 59 | false | NoAction | Within bands; monitor | -3 | -40 | BrokerB | MKT | 0 | null | null | Normal monitoring | 76 | -54 | 55 | 3 | false | Tax-aware sells next window |
P5205 | Hands-off | IRA | USD | 2025-04-03 | 466,056 | 29,231 | 436,825 | 1 | 62.6 | 20 | 9.9 | 7.5 | BND:33.8%;XLF:32.5%;QQQ:33.8% | US:53.1;EU:19.8;APAC:10.6;EM:11.8;Other:4.7 | Value:+0.6;Growth:+0.6;Quality:+0.8;Size:-0.6;Momentum:+0.9;LowVol:+0.7 | MaxPos7% | 6 | 30 | 4.2 | trailing 8% | 100 | 14 | Bull | 17.5 | 4.28 | 2.2 | 90 | 93 | 100 | 57 | false | NoAction | Within bands; monitor | -1 | -38 | BrokerB | MKT | 0 | null | null | Normal monitoring | 111 | -17 | 115 | 4 | false | Within IPS guidelines |
P5206 | Systematic | Taxable | USD | 2024-07-26 | 1,660,302 | 93,708 | 1,566,594 | 1 | 61.5 | 29.2 | 4 | 5.2 | QQQ:21.7%;TSLA:24.1%;VNQ:14.2%;BND:16.0%;MUB:24.1% | US:65.4;EU:11.8;APAC:9.9;EM:8.8;Other:4.1 | Value:-0.4;Growth:-0.9;Quality:+0.1;Size:+0.2;Momentum:-0.9;LowVol:-0.9 | MaxPos5% | 5 | 25 | 5.8 | hard 12% | 224 | 24.1 | Sideways | 17.5 | 4.61 | 2.1 | 125 | 11 | 64 | 51 | false | Buy | Add to core equity +1% | 5 | -28 | BrokerB | MKT | 97 | null | null | Normal monitoring | -51 | -37 | -52 | 5 | false | Monitor dispersion and breadth |
P5207 | Cautious | Taxable | USD | 2025-04-14 | 872,037 | 124,684 | 747,353 | 1 | 40 | 32.5 | 15.1 | 12.5 | AMZN:19.9%;VOO:21.0%;TLT:21.0%;VNQ:17.2%;TSLA:21.0% | US:59.7;EU:15.4;APAC:12.8;EM:8.0;Other:4.1 | Value:-0.4;Growth:+0.2;Quality:+0.7;Size:-0.4;Momentum:-0.7;LowVol:+1.0 | NoDerivatives;NoMargin | 5 | 30 | 5.9 | trailing 8% | 148 | 13.1 | Volatile | 22.1 | 5.16 | 2.5 | 156 | 71 | 97 | 47 | false | Sell | Trim extended winner -1% | 19 | -16 | BrokerC | MKT | 94 | null | null | Normal monitoring | 104 | -47 | 138 | 5 | false | Increase defensive factor exposure |
P5208 | Cautious | Roth | USD | 2024-11-25 | 339,730 | 50,912 | 288,818 | 1 | 43 | 40.2 | 1.5 | 15.3 | MSFT:36.5%;VTI:36.5%;VOO:27.0% | US:68.7;EU:8.1;APAC:10.0;EM:11.1;Other:2.1 | Value:+0.4;Growth:+0.1;Quality:-0.4;Size:+0.4;Momentum:-0.6;LowVol:+0.4 | ESGOnly;NoDerivatives;NoMargin | 10 | 35 | 5.8 | hard 10% | 166 | 18.3 | Volatile | 26.2 | 5.17 | 3.9 | 159 | -42 | 44 | 55 | false | Rebalance | Shift +1% to bonds from equity | 12 | -27 | BrokerC | VWAP | 89 | null | null | Normal monitoring | 2 | -54 | 94 | 5 | false | Within IPS guidelines |
P5209 | Hands-off | Taxable | USD | 2025-03-06 | 684,195 | 65,418 | 618,777 | 1 | 65.7 | 25.1 | 0 | 9.2 | VNQ:16.4%;VOO:14.0%;AAPL:20.1%;IEF:14.8%;MUB:17.9%;TLT:16.7% | US:73.4;EU:8.2;APAC:6.9;EM:9.9;Other:1.5 | Value:-0.6;Growth:-0.2;Quality:+0.6;Size:+0.8;Momentum:+0.3;LowVol:+0.6 | ESGOnly;MaxPos7% | 7 | 25 | 4 | hard 10% | 164 | 15.5 | Volatile | 31.2 | 4.42 | 3 | 159 | -4 | 41 | 84 | true | Hedge | Buy index puts 1% notional | 7 | -13 | BrokerC | LMT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -44 | -56 | 24 | 3 | false | Tax-aware sells next window |
P5210 | Opportunistic | 401k | USD | 2025-08-29 | 739,669 | 28,319 | 711,350 | 1 | 73.2 | 12.5 | 8.6 | 5.7 | GLD:24.4%;QQQ:19.0%;AAPL:16.0%;VOO:16.0%;AMZN:24.4% | US:68.8;EU:9.5;APAC:8.5;EM:9.1;Other:4.1 | Value:+0.4;Growth:-0.0;Quality:+0.1;Size:+0.5;Momentum:+0.8;LowVol:+0.8 | null | 7 | 25 | 6.3 | trailing 7% | 276 | 24.1 | Volatile | 30.8 | 3.59 | 2.8 | 113 | 24 | 63 | 82 | true | Hedge | Buy index puts 1% notional | -10 | -12 | BrokerD | LMT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 89 | -21 | 59 | 2 | false | Monitor dispersion and breadth |
P5211 | Opportunistic | IRA | USD | 2025-03-07 | 1,122,138 | 34,595 | 1,087,543 | 1 | 61.1 | 16.6 | 17 | 5.3 | AAPL:17.2%;BND:23.9%;BRK.B:24.1%;IEF:24.1%;VOO:10.8% | US:61.5;EU:19.3;APAC:8.7;EM:9.2;Other:1.3 | Value:-0.5;Growth:+0.8;Quality:-0.2;Size:-0.5;Momentum:-0.4;LowVol:-0.7 | null | 10 | 30 | 6.4 | hard 12% | 167 | 34.8 | Volatile | 31 | 4.88 | 4.3 | 128 | -42 | 34 | 76 | true | Hedge | Buy index puts 1% notional | 19 | -11 | BrokerB | VWAP | 97 | VAR>budget | Hedge | Risk above budget threshold | 22 | 6 | -16 | 4 | false | Tax-aware sells next window |
P5212 | Cautious | IRA | USD | 2025-08-02 | 464,102 | 67,906 | 396,196 | 1 | 46.3 | 35.9 | 5.1 | 12.7 | HYG:22.1%;BRK.B:38.9%;AMZN:38.9% | US:69.4;EU:7.6;APAC:10.8;EM:9.7;Other:2.4 | Value:+0.2;Growth:-0.0;Quality:-0.5;Size:+0.4;Momentum:+0.4;LowVol:+0.4 | ESGOnly;NoMargin | 6 | 35 | 4.8 | trailing 10% | 129 | 15.8 | Sideways | 21.8 | 4.41 | 3.4 | 116 | -22 | 30 | 45 | false | Buy | Add to core equity +1% | 13 | -6 | BrokerC | LMT | 90 | null | null | Normal monitoring | -35 | -55 | 81 | 3 | false | Increase defensive factor exposure |
P5213 | Hands-off | Trust | USD | 2024-09-01 | 860,464 | 66,069 | 794,395 | 1 | 56 | 16.8 | 17.2 | 10 | VTI:28.6%;BRK.B:14.3%;XLF:28.6%;VNQ:28.6% | US:72.1;EU:5.8;APAC:12.6;EM:6.8;Other:2.8 | Value:+0.6;Growth:-0.6;Quality:-0.7;Size:-0.9;Momentum:+0.4;LowVol:-0.2 | null | 8 | 25 | 4.1 | trailing 8% | 162 | 14.8 | Sideways | 19 | 4.54 | 2.7 | 97 | -22 | 31 | 52 | false | Buy | Add to core equity +1% | 20 | -36 | BrokerB | LMT | 98 | null | null | Normal monitoring | 54 | -11 | 113 | 4 | false | Increase defensive factor exposure |
P5214 | Cautious | 401k | USD | 2024-09-22 | 425,970 | 51,262 | 374,708 | 1 | 44.1 | 31.3 | 11.7 | 12.9 | VOO:27.9%;QQQ:16.4%;MUB:27.9%;AAPL:27.9% | US:63.2;EU:16.4;APAC:8.6;EM:9.2;Other:2.6 | Value:-0.6;Growth:-0.3;Quality:+0.7;Size:-0.1;Momentum:+0.7;LowVol:+0.1 | ESGOnly;NoMargin | 10 | 35 | 4.2 | trailing 8% | 136 | 17.1 | Bull | 15.3 | 3.57 | 2.7 | 114 | 43 | 56 | 40 | false | Sell | Trim extended winner -1% | -15 | -10 | BrokerD | VWAP | 93 | null | null | Normal monitoring | -37 | -16 | 29 | 5 | false | Tax-aware sells next window |
P5215 | Hands-off | 401k | USD | 2025-08-31 | 841,518 | 62,274 | 779,244 | 1 | 70.8 | 16.1 | 5.6 | 7.5 | AMZN:35.8%;VOO:28.3%;QQQ:35.8% | US:66.1;EU:12.9;APAC:14.1;EM:4.4;Other:2.5 | Value:-0.6;Growth:-0.6;Quality:-1.0;Size:-0.7;Momentum:+0.4;LowVol:+0.3 | null | 10 | 30 | 3.5 | trailing 8% | 118 | 17 | Bull | 15.7 | 3.6 | 2.2 | 78 | 61 | 95 | 61 | false | Rebalance | Shift +1% to bonds from equity | 13 | -23 | BrokerB | LMT | 94 | null | null | Normal monitoring | 47 | -39 | 141 | 4 | false | Monitor dispersion and breadth |
P5216 | Opportunistic | Roth | USD | 2025-07-07 | 300,654 | 13,674 | 286,980 | 1.11 | 74.1 | 10.9 | 6.9 | 8 | VOO:33.3%;AMZN:33.3%;VTI:33.3% | US:67.3;EU:13.8;APAC:13.0;EM:3.3;Other:2.5 | Value:-0.8;Growth:+0.2;Quality:+0.7;Size:+0.1;Momentum:+0.7;LowVol:+0.6 | MaxPos6% | 8 | 35 | 4.4 | hard 12% | 186 | 31.6 | Volatile | 29.1 | 3.82 | 2.4 | 150 | 52 | 91 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 11 | -25 | BrokerB | LMT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 43 | -23 | 121 | 5 | true | Tighten stops on momentum names |
P5217 | Systematic | Taxable | USD | 2025-01-23 | 1,843,710 | 162,039 | 1,681,671 | 1 | 58.8 | 28.8 | 5.3 | 7.1 | VTI:33.3%;VNQ:33.3%;TLT:33.3% | US:65.9;EU:12.3;APAC:14.8;EM:6.9;Other:0.2 | Value:+0.6;Growth:+0.1;Quality:+0.9;Size:+0.6;Momentum:-0.7;LowVol:+0.4 | MaxPos8% | 7 | 30 | 4.2 | trailing 9% | 121 | 22.5 | Bull | 15.9 | 3.85 | 2.2 | 116 | 62 | 87 | 37 | false | NoAction | Within bands; monitor | 15 | -14 | BrokerA | VWAP | 89 | null | null | Normal monitoring | -8 | -4 | 27 | 5 | false | Monitor dispersion and breadth |
P5218 | Active | Taxable | USD | 2025-12-18 | 1,924,197 | 226,297 | 1,697,900 | 1 | 57 | 29.3 | 6.3 | 7.4 | AAPL:26.1%;QQQ:17.5%;TSLA:28.2%;BRK.B:28.2% | US:65.6;EU:17.0;APAC:9.5;EM:5.2;Other:2.8 | Value:-0.3;Growth:-0.2;Quality:-0.9;Size:+0.2;Momentum:+0.4;LowVol:+0.4 | NoDerivatives | 6 | 25 | 4.5 | hard 12% | 205 | 20.9 | Volatile | 31.9 | 4.67 | 2.3 | 136 | 34 | 52 | 83 | true | Hedge | Buy index puts 1% notional | 15 | -34 | BrokerD | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 30 | -48 | 82 | 3 | false | Monitor dispersion and breadth |
P5219 | Cautious | Trust | USD | 2025-07-02 | 589,016 | 62,921 | 526,095 | 1 | 37.7 | 35.4 | 13.1 | 13.9 | XLF:7.0%;QQQ:18.1%;MUB:19.8%;HYG:19.3%;AMZN:17.1%;MSFT:18.7% | US:67.3;EU:10.5;APAC:10.8;EM:10.7;Other:0.7 | Value:-0.9;Growth:+0.3;Quality:-0.7;Size:-0.6;Momentum:+1.0;LowVol:+0.5 | ESGOnly;NoMargin | 6 | 25 | 5.9 | trailing 8% | 137 | 12.9 | Volatile | 24.2 | 4.97 | 3.4 | 155 | 7 | 38 | 43 | false | Sell | Trim extended winner -1% | 18 | -14 | BrokerA | LMT | 99 | null | null | Normal monitoring | 107 | -20 | 190 | 5 | false | Tax-aware sells next window |
P5220 | Hands-off | Trust | USD | 2024-12-04 | 376,476 | 31,235 | 345,241 | 1 | 58.4 | 24.8 | 10.1 | 6.6 | IEF:33.3%;MSFT:33.3%;VOO:33.3% | US:58.0;EU:14.9;APAC:13.1;EM:9.6;Other:4.4 | Value:+0.5;Growth:-0.1;Quality:+0.8;Size:-0.3;Momentum:+0.9;LowVol:-0.4 | ESGOnly;NoDerivatives | 6 | 30 | 5 | trailing 8% | 166 | 19.8 | Bear | 32.1 | 4.27 | 2.1 | 147 | -7 | 57 | 87 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | 15 | BrokerA | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 103 | -16 | 194 | 4 | false | Monitor dispersion and breadth |
P5221 | Cautious | Roth | USD | 2025-10-24 | 311,641 | 32,876 | 278,765 | 1 | 50.4 | 39.2 | 0 | 10.3 | HYG:33.3%;VOO:33.3%;VTI:33.3% | US:63.5;EU:11.4;APAC:15.0;EM:7.1;Other:3.0 | Value:+0.2;Growth:-0.0;Quality:-1.0;Size:-0.7;Momentum:-0.6;LowVol:-0.2 | ESGOnly;NoMargin | 5 | 30 | 5.6 | trailing 8% | 93 | 18.6 | Sideways | 17.2 | 5 | 3.4 | 106 | 56 | 87 | 34 | false | Sell | Trim extended winner -1% | 25 | -29 | BrokerD | VWAP | 92 | null | null | Normal monitoring | 115 | -44 | 141 | 4 | false | Tighten stops on momentum names |
P5222 | Systematic | 401k | USD | 2025-10-01 | 1,442,133 | 137,577 | 1,304,556 | 1 | 64.4 | 23 | 7.3 | 5.3 | MSFT:21.4%;AAPL:21.2%;BND:12.1%;AMZN:15.9%;XLF:18.5%;VTI:11.0% | US:70.5;EU:12.5;APAC:9.1;EM:3.3;Other:4.6 | Value:+0.9;Growth:-0.8;Quality:+0.1;Size:-0.6;Momentum:-0.8;LowVol:-0.6 | null | 8 | 30 | 5.6 | trailing 8% | 192 | 23 | Bear | 27.7 | 3.6 | 2.5 | 218 | -14 | 45 | 77 | true | Hedge | Buy index puts 1% notional | -14 | 7 | BrokerB | MKT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -53 | -29 | -6 | 4 | false | Tax-aware sells next window |
P5223 | Systematic | 401k | USD | 2025-05-26 | 660,816 | 43,804 | 617,012 | 1 | 62.8 | 31.5 | 0 | 5.7 | VNQ:25.0%;TLT:25.0%;VOO:25.0%;BND:25.0% | US:68.0;EU:8.1;APAC:12.7;EM:8.8;Other:2.4 | Value:+0.2;Growth:-0.8;Quality:+0.6;Size:-0.2;Momentum:-0.6;LowVol:+0.9 | MaxPos7%;NoDerivatives | 6 | 35 | 5.2 | trailing 8% | 174 | 22.7 | Bear | 31.6 | 4.3 | 2.2 | 190 | -94 | 5 | 84 | true | Hedge | Buy index puts 1% notional | 15 | -39 | BrokerC | VWAP | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 76 | -42 | 65 | 3 | false | Monitor dispersion and breadth |
P5224 | Systematic | IRA | USD | 2025-03-30 | 1,786,162 | 125,103 | 1,661,059 | 1 | 62.9 | 30.8 | 0.8 | 5.5 | BRK.B:25.3%;MUB:24.6%;AMZN:10.3%;MSFT:14.5%;VNQ:25.3% | US:67.0;EU:15.3;APAC:5.5;EM:7.7;Other:4.6 | Value:+0.6;Growth:+0.1;Quality:+0.8;Size:+0.6;Momentum:+0.3;LowVol:-0.9 | MaxPos7% | 8 | 25 | 4.3 | hard 12% | 154 | 18 | Bull | 12.7 | 4.41 | 2.6 | 90 | 120 | 100 | 41 | false | Hedge | Add TLT +1% as duration hedge | -11 | -21 | BrokerB | LMT | 98 | null | null | Normal monitoring | 120 | -19 | 254 | 4 | false | Tax-aware sells next window |
P5225 | Opportunistic | IRA | USD | 2025-08-10 | 1,591,208 | 141,090 | 1,450,118 | 1 | 60.8 | 12.2 | 21.4 | 5.6 | VTI:16.9%;TSLA:20.9%;IEF:17.1%;MUB:19.3%;VNQ:9.4%;VOO:16.4% | US:64.0;EU:8.8;APAC:13.7;EM:9.6;Other:3.8 | Value:+0.6;Growth:-0.3;Quality:+1.0;Size:-0.8;Momentum:+0.1;LowVol:+0.5 | MaxPos6% | 6 | 25 | 5.5 | trailing 9% | 253 | 34.6 | Volatile | 21.7 | 4.03 | 2.4 | 120 | 30 | 64 | 66 | false | Buy | Add to core equity +1% | 35 | -7 | BrokerC | LMT | 86 | null | null | Normal monitoring | 101 | -26 | 191 | 3 | false | Tighten stops on momentum names |
P5226 | Cautious | Trust | USD | 2024-09-21 | 685,937 | 69,881 | 616,056 | 1 | 54.2 | 35.2 | 0 | 10.6 | TLT:22.0%;BND:23.5%;IEF:14.4%;AAPL:23.5%;TSLA:16.6% | US:72.5;EU:11.5;APAC:6.7;EM:7.2;Other:2.1 | Value:+0.9;Growth:+0.6;Quality:-0.0;Size:-0.5;Momentum:-0.1;LowVol:+0.3 | MaxPos7%;NoMargin | 8 | 30 | 4.3 | hard 10% | 125 | 16.2 | Volatile | 27.1 | 3.75 | 3.4 | 138 | 74 | 73 | 65 | false | Buy | Add to core equity +1% | 12 | 14 | BrokerD | VWAP | 95 | null | null | Normal monitoring | 46 | -32 | 181 | 3 | false | Tighten stops on momentum names |
P5227 | Cautious | 401k | USD | 2025-12-07 | 665,245 | 60,294 | 604,951 | 1 | 49.3 | 38.4 | 0 | 12.3 | BND:18.8%;AMZN:19.0%;TLT:7.4%;TSLA:20.7%;BRK.B:13.3%;HYG:20.7% | US:68.4;EU:16.2;APAC:9.9;EM:3.5;Other:2.0 | Value:+0.2;Growth:-0.3;Quality:+0.1;Size:+0.5;Momentum:+0.5;LowVol:-0.8 | MaxPos6%;NoDerivatives;NoMargin | 10 | 35 | 4.1 | trailing 8% | 140 | 13.6 | Sideways | 19.3 | 4.3 | 3.3 | 129 | 26 | 76 | 48 | false | Sell | Trim extended winner -1% | 1 | -21 | BrokerA | VWAP | 91 | null | null | Normal monitoring | 85 | -11 | 107 | 3 | false | Tax-aware sells next window |
P5228 | Active | 401k | USD | 2025-01-30 | 602,218 | 40,351 | 561,867 | 1 | 67.1 | 25.3 | 0 | 7.6 | QQQ:14.4%;XLF:28.5%;VNQ:28.5%;HYG:28.5% | US:71.8;EU:14.0;APAC:8.3;EM:3.9;Other:1.9 | Value:+0.5;Growth:+0.6;Quality:+0.5;Size:+0.4;Momentum:-0.2;LowVol:+0.8 | null | 8 | 25 | 5.7 | trailing 8% | 210 | 24.9 | Bull | 15.3 | 4.01 | 2.9 | 100 | 49 | 81 | 54 | false | Rebalance | Shift +1% to bonds from equity | 34 | -4 | BrokerC | VWAP | 90 | null | null | Normal monitoring | -5 | 6 | 57 | 4 | false | Tighten stops on momentum names |
P5229 | Opportunistic | Roth | USD | 2025-09-25 | 1,649,388 | 112,801 | 1,536,587 | 1 | 66.2 | 12.3 | 16.6 | 4.9 | AMZN:25.0%;VOO:25.0%;XLF:25.0%;VNQ:25.0% | US:59.7;EU:20.3;APAC:9.4;EM:6.0;Other:4.7 | Value:-0.7;Growth:+0.2;Quality:-0.5;Size:+0.6;Momentum:-0.3;LowVol:+1.0 | null | 7 | 35 | 5.6 | trailing 7% | 280 | 21.2 | Volatile | 25.1 | 5.22 | 3.6 | 176 | 39 | 69 | 60 | false | Buy | Add to core equity +1% | 6 | -32 | BrokerA | MKT | 97 | null | null | Normal monitoring | 76 | -56 | 85 | 3 | false | Within IPS guidelines |
P5230 | Opportunistic | Trust | USD | 2025-05-15 | 519,791 | 20,358 | 499,433 | 1.12 | 76 | 16.5 | 0 | 7.5 | VTI:25.0%;TLT:25.0%;HYG:25.0%;XLF:25.0% | US:70.1;EU:10.0;APAC:6.6;EM:10.6;Other:2.7 | Value:+0.8;Growth:-0.6;Quality:+0.7;Size:-0.7;Momentum:+0.1;LowVol:+1.0 | null | 5 | 25 | 4.1 | trailing 7% | 166 | 34.7 | Bull | 17.2 | 4.82 | 3.4 | 101 | 80 | 82 | 52 | true | Rebalance | Rebalance back to target bands | 16 | -35 | BrokerC | VWAP | 94 | VAR>budget | Reduce | Risk above budget threshold | -34 | -3 | 45 | 4 | true | Increase defensive factor exposure |
P5231 | Cautious | 401k | USD | 2024-07-05 | 311,628 | 39,682 | 271,946 | 1 | 39.3 | 42.6 | 3.2 | 15 | VTI:33.3%;BND:33.3%;MUB:33.3% | US:62.2;EU:17.2;APAC:11.5;EM:5.1;Other:4.0 | Value:+0.1;Growth:-0.1;Quality:-0.2;Size:-0.4;Momentum:+0.6;LowVol:-0.4 | NoDerivatives;NoMargin | 7 | 25 | 5.2 | hard 10% | 129 | 14.5 | Sideways | 14.7 | 4.18 | 2.2 | 106 | -19 | 35 | 37 | false | Rebalance | Shift +1% to bonds from equity | 2 | -12 | BrokerC | VWAP | 87 | null | null | Normal monitoring | 84 | -22 | 189 | 5 | false | Within IPS guidelines |
P5232 | Hands-off | Taxable | USD | 2025-06-08 | 866,697 | 80,852 | 785,845 | 1 | 58.5 | 21 | 11.1 | 9.5 | AAPL:33.3%;BND:33.4%;GLD:33.4% | US:68.0;EU:10.6;APAC:13.0;EM:6.6;Other:1.8 | Value:+0.5;Growth:+0.9;Quality:-0.4;Size:+0.9;Momentum:+0.7;LowVol:-0.2 | ESGOnly | 8 | 30 | 5.2 | trailing 8% | 154 | 14.7 | Bear | 24.5 | 4.04 | 2 | 151 | -33 | 28 | 69 | false | Rebalance | Shift +1% to bonds from equity | -15 | -29 | BrokerC | MKT | 86 | null | null | Normal monitoring | 90 | -30 | 201 | 5 | false | Tax-aware sells next window |
P5233 | Active | Taxable | USD | 2025-01-28 | 2,007,219 | 227,502 | 1,779,717 | 1 | 51.1 | 24.5 | 16 | 8.4 | BND:33.3%;VNQ:33.3%;HYG:33.3% | US:69.6;EU:18.4;APAC:5.3;EM:6.7;Other:0.0 | Value:-0.3;Growth:-0.4;Quality:+0.9;Size:-0.6;Momentum:+0.4;LowVol:+0.8 | null | 8 | 35 | 5.5 | trailing 8% | 201 | 21.2 | Volatile | 24.9 | 4.69 | 2.3 | 150 | 33 | 60 | 54 | false | Hedge | Add TLT +1% as duration hedge | 11 | -30 | BrokerB | MKT | 89 | null | null | Normal monitoring | 26 | -9 | 146 | 5 | false | Monitor dispersion and breadth |
P5234 | Hands-off | Trust | USD | 2024-09-06 | 811,797 | 53,610 | 758,187 | 1 | 67.3 | 15.9 | 8.1 | 8.8 | GLD:33.3%;MUB:33.3%;QQQ:33.3% | US:65.2;EU:15.7;APAC:11.8;EM:6.5;Other:0.9 | Value:+0.5;Growth:-0.8;Quality:+0.6;Size:+0.4;Momentum:+0.6;LowVol:-0.0 | ESGOnly;NoDerivatives | 8 | 30 | 3.9 | hard 10% | 146 | 15.9 | Bull | 14.2 | 4.1 | 3.1 | 72 | 5 | 65 | 38 | false | Sell | Trim extended winner -1% | 13 | 7 | BrokerD | MKT | 96 | null | null | Normal monitoring | -10 | -11 | -16 | 5 | false | Tax-aware sells next window |
P5235 | Opportunistic | Taxable | USD | 2025-12-06 | 1,239,062 | 93,112 | 1,145,950 | 1 | 64.8 | 21.8 | 6.2 | 7.1 | BRK.B:6.4%;AMZN:21.3%;VNQ:17.6%;VTI:21.3%;MSFT:12.2%;TSLA:21.3% | US:70.6;EU:15.5;APAC:6.9;EM:6.5;Other:0.5 | Value:-0.2;Growth:+0.9;Quality:+0.8;Size:+0.6;Momentum:-0.2;LowVol:-0.2 | NoDerivatives | 8 | 25 | 6.9 | trailing 7% | 195 | 20.6 | Bull | 16.9 | 4.02 | 2.9 | 118 | 71 | 93 | 48 | false | Rebalance | Shift +1% to bonds from equity | -2 | 12 | BrokerC | MKT | 100 | null | null | Normal monitoring | -40 | 4 | 87 | 5 | false | Monitor dispersion and breadth |
P5236 | Opportunistic | IRA | USD | 2024-12-27 | 917,347 | 35,911 | 881,436 | 1 | 76.1 | 19.2 | 0 | 4.7 | QQQ:22.9%;AAPL:13.6%;VNQ:17.7%;VOO:22.9%;BND:22.9% | US:72.6;EU:13.1;APAC:7.5;EM:5.6;Other:1.2 | Value:+0.8;Growth:+0.2;Quality:+0.4;Size:+0.5;Momentum:-0.5;LowVol:+0.3 | MaxPos5%;NoDerivatives | 10 | 35 | 4.8 | hard 12% | 223 | 30.8 | Bear | 31.7 | 3.77 | 1.7 | 209 | -24 | 27 | 93 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | -24 | BrokerC | MKT | 88 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -57 | 13 | 61 | 3 | false | Monitor dispersion and breadth |
P5237 | Cautious | Trust | USD | 2024-10-30 | 193,705 | 26,466 | 167,239 | 1 | 35.3 | 39.3 | 14 | 11.5 | TLT:18.3%;HYG:29.7%;IEF:22.4%;TSLA:29.7% | US:77.9;EU:9.5;APAC:5.6;EM:6.9;Other:0.1 | Value:+0.5;Growth:-0.4;Quality:-0.2;Size:+0.4;Momentum:-0.3;LowVol:0.0 | MaxPos6%;NoMargin | 10 | 35 | 4.3 | trailing 8% | 168 | 15.4 | Bull | 11.1 | 4.4 | 3.2 | 115 | 18 | 65 | 23 | false | Hedge | Add TLT +1% as duration hedge | 6 | -13 | BrokerB | MKT | 88 | null | null | Normal monitoring | 119 | -27 | 251 | 3 | false | Tax-aware sells next window |
P5238 | Active | IRA | USD | 2024-10-25 | 991,682 | 77,305 | 914,377 | 1.13 | 66.4 | 27.8 | 0 | 5.9 | MSFT:20.5%;VOO:16.7%;MUB:18.9%;TSLA:5.7%;HYG:20.5%;IEF:17.7% | US:74.8;EU:9.6;APAC:6.0;EM:5.5;Other:4.1 | Value:+0.7;Growth:-0.6;Quality:+0.4;Size:-0.4;Momentum:+0.3;LowVol:-0.1 | NoDerivatives | 10 | 35 | 4.9 | trailing 9% | 160 | 26.2 | Volatile | 25.8 | 4.55 | 3.5 | 111 | 46 | 62 | 74 | true | Hedge | Buy index puts 1% notional | 0 | 15 | BrokerD | MKT | 95 | VAR>budget | Pause | Risk above budget threshold | 23 | -30 | 78 | 2 | false | Tax-aware sells next window |
P5239 | Opportunistic | 401k | USD | 2025-07-29 | 611,926 | 23,406 | 588,520 | 1 | 63 | 12.2 | 16.4 | 8.5 | AMZN:13.9%;TSLA:19.3%;VNQ:11.1%;XLF:18.7%;AAPL:19.1%;VTI:17.9% | US:72.0;EU:14.9;APAC:6.3;EM:6.7;Other:0.2 | Value:-0.2;Growth:+0.2;Quality:-0.9;Size:-0.1;Momentum:-0.5;LowVol:+0.5 | null | 7 | 25 | 5.9 | hard 12% | 250 | 30.3 | Bull | 13 | 4.07 | 3.5 | 103 | 36 | 53 | 38 | false | Hedge | Add TLT +1% as duration hedge | 7 | -36 | BrokerD | LMT | 95 | null | null | Normal monitoring | 66 | -30 | 67 | 4 | false | Tax-aware sells next window |
P5240 | Opportunistic | Trust | USD | 2025-10-30 | 1,388,326 | 49,413 | 1,338,913 | 1 | 73.1 | 14.8 | 7.1 | 5 | MUB:23.3%;HYG:23.5%;VOO:26.6%;AMZN:26.6% | US:69.2;EU:8.5;APAC:10.4;EM:10.4;Other:1.5 | Value:-0.9;Growth:-0.1;Quality:-0.3;Size:+0.9;Momentum:-0.6;LowVol:-0.8 | null | 5 | 25 | 5.1 | trailing 9% | 197 | 26.6 | Volatile | 30.9 | 4.24 | 2.3 | 119 | 18 | 54 | 83 | true | Rebalance | Rebalance back to target bands | 6 | -20 | BrokerB | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | 88 | -49 | 58 | 2 | false | Tighten stops on momentum names |
P5241 | Hands-off | Trust | USD | 2024-10-09 | 285,126 | 22,796 | 262,330 | 1 | 56.2 | 25.7 | 8.7 | 9.3 | HYG:25.5%;MUB:25.5%;VTI:25.5%;VOO:23.5% | US:63.0;EU:12.9;APAC:11.6;EM:8.4;Other:4.2 | Value:-0.2;Growth:-0.1;Quality:-0.0;Size:+0.8;Momentum:-0.6;LowVol:+0.5 | ESGOnly;MaxPos7%;NoDerivatives | 7 | 25 | 3.5 | trailing 8% | 131 | 17 | Volatile | 24.6 | 4.22 | 2.3 | 167 | 57 | 73 | 66 | false | Sell | Trim extended winner -1% | 24 | -27 | BrokerC | MKT | 91 | null | null | Normal monitoring | 28 | -14 | 133 | 4 | false | Within IPS guidelines |
P5242 | Opportunistic | 401k | USD | 2025-04-23 | 462,642 | 37,463 | 425,179 | 1 | 62.1 | 19.8 | 10.7 | 7.3 | TSLA:34.0%;MSFT:29.1%;AAPL:36.9% | US:69.3;EU:8.6;APAC:12.0;EM:6.5;Other:3.6 | Value:-0.6;Growth:+0.6;Quality:+0.7;Size:+0.8;Momentum:+0.8;LowVol:-0.6 | MaxPos7% | 7 | 30 | 5.6 | trailing 9% | 164 | 28 | Sideways | 14.5 | 4.02 | 2.9 | 103 | -14 | 58 | 47 | false | NoAction | Within bands; monitor | 30 | -4 | BrokerD | MKT | 0 | null | null | Normal monitoring | 57 | 8 | 65 | 4 | false | Monitor dispersion and breadth |
P5243 | Active | 401k | USD | 2025-09-24 | 1,894,352 | 151,553 | 1,742,799 | 1 | 62.8 | 28.6 | 0 | 8.7 | VOO:33.3%;IEF:33.3%;VTI:33.3% | US:72.4;EU:5.7;APAC:9.0;EM:9.5;Other:3.4 | Value:+0.4;Growth:-0.5;Quality:-0.3;Size:+0.2;Momentum:-0.6;LowVol:+0.4 | MaxPos6% | 8 | 30 | 5.4 | trailing 8% | 202 | 24.9 | Bear | 29.7 | 3.59 | 1.6 | 147 | -105 | 5 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | -13 | BrokerD | MKT | 98 | VAR>budget | Reduce | Risk above budget threshold | 78 | 12 | 212 | 5 | false | Tax-aware sells next window |
P5244 | Hands-off | Taxable | USD | 2024-08-21 | 388,070 | 16,174 | 371,896 | 1 | 62.7 | 23.4 | 5.8 | 8.2 | BRK.B:26.2%;IEF:21.3%;TLT:26.2%;HYG:26.2% | US:61.7;EU:17.4;APAC:12.5;EM:6.6;Other:1.8 | Value:-0.3;Growth:0.0;Quality:-1.0;Size:+0.7;Momentum:+0.5;LowVol:+0.6 | ESGOnly | 6 | 35 | 5 | hard 10% | 139 | 13 | Bull | 13.1 | 3.71 | 2.9 | 102 | 22 | 74 | 37 | false | NoAction | Within bands; monitor | 3 | 6 | BrokerA | MKT | 0 | null | null | Normal monitoring | 71 | -39 | 116 | 5 | false | Within IPS guidelines |
P5245 | Opportunistic | Roth | USD | 2024-10-15 | 1,121,757 | 91,501 | 1,030,256 | 1 | 73.4 | 19 | 0 | 7.6 | TSLA:21.1%;AAPL:9.1%;BRK.B:10.5%;AMZN:20.6%;IEF:21.1%;QQQ:17.7% | US:76.2;EU:11.0;APAC:8.9;EM:3.9;Other:0.0 | Value:-0.5;Growth:+0.7;Quality:+0.3;Size:-0.6;Momentum:-0.3;LowVol:-0.2 | NoDerivatives | 5 | 25 | 5 | trailing 9% | 181 | 34.9 | Sideways | 20.8 | 4.34 | 2.4 | 99 | 17 | 62 | 64 | false | Hedge | Add TLT +1% as duration hedge | 16 | 9 | BrokerB | MKT | 88 | null | null | Normal monitoring | -30 | -38 | 89 | 3 | false | Tax-aware sells next window |
P5246 | Active | 401k | USD | 2024-08-18 | 2,097,546 | 223,627 | 1,873,919 | 1 | 57.9 | 22.6 | 9.9 | 9.6 | GLD:33.3%;TSLA:33.3%;VNQ:33.3% | US:71.9;EU:6.5;APAC:10.0;EM:8.8;Other:2.9 | Value:-0.3;Growth:-0.9;Quality:+0.1;Size:+0.4;Momentum:-0.6;LowVol:+0.2 | MaxPos8%;NoDerivatives | 6 | 35 | 4.8 | trailing 9% | 183 | 20.1 | Volatile | 22.6 | 4.21 | 4.4 | 118 | 62 | 74 | 63 | false | Rebalance | Shift +1% to bonds from equity | 2 | 4 | BrokerA | LMT | 90 | null | null | Normal monitoring | -31 | -47 | -59 | 4 | false | Tighten stops on momentum names |
P5247 | Active | 401k | USD | 2025-02-21 | 2,371,935 | 281,088 | 2,090,847 | 1 | 67.5 | 20.7 | 3.8 | 8 | QQQ:38.0%;VTI:38.0%;GLD:24.0% | US:63.5;EU:17.4;APAC:8.7;EM:8.2;Other:2.3 | Value:+0.3;Growth:+0.5;Quality:+0.3;Size:+0.5;Momentum:+0.8;LowVol:0.0 | null | 6 | 30 | 5.4 | hard 12% | 199 | 26.5 | Bull | 14.4 | 4.2 | 2.3 | 117 | 1 | 61 | 41 | false | Rebalance | Shift +1% to bonds from equity | -3 | -31 | BrokerD | MKT | 99 | null | null | Normal monitoring | 44 | 14 | 135 | 3 | false | Within IPS guidelines |
P5248 | Systematic | Roth | USD | 2025-02-03 | 791,925 | 44,631 | 747,294 | 1 | 58.8 | 22.3 | 10 | 8.9 | AAPL:26.1%;QQQ:26.1%;BRK.B:26.1%;TSLA:21.6% | US:70.6;EU:9.4;APAC:8.5;EM:10.5;Other:1.0 | Value:-0.5;Growth:0.0;Quality:-0.9;Size:-0.0;Momentum:+0.6;LowVol:+0.3 | null | 5 | 35 | 4.8 | trailing 9% | 130 | 19 | Sideways | 21.8 | 4.91 | 2.3 | 100 | -7 | 50 | 54 | false | NoAction | Within bands; monitor | 16 | 1 | BrokerA | MKT | 0 | null | null | Normal monitoring | 93 | 7 | 188 | 4 | false | Within IPS guidelines |
P5249 | Hands-off | Trust | USD | 2024-11-29 | 351,057 | 28,012 | 323,045 | 1 | 61.1 | 27.7 | 1.8 | 9.4 | MUB:27.6%;AMZN:27.6%;AAPL:17.2%;IEF:27.6% | US:65.2;EU:12.5;APAC:9.6;EM:10.0;Other:2.6 | Value:0.0;Growth:-0.4;Quality:-0.7;Size:+0.7;Momentum:-0.8;LowVol:+0.4 | ESGOnly;NoDerivatives | 5 | 30 | 5.6 | trailing 10% | 131 | 18 | Bear | 22.9 | 3.17 | 2.2 | 201 | -92 | 5 | 62 | false | Buy | Add to core equity +1% | 26 | -22 | BrokerA | MKT | 98 | null | null | Normal monitoring | 78 | -16 | 78 | 3 | false | Increase defensive factor exposure |
P5250 | Active | 401k | USD | 2024-09-30 | 2,256,761 | 224,678 | 2,032,083 | 1 | 50.4 | 25.9 | 14.9 | 8.9 | AAPL:21.7%;MUB:21.0%;MSFT:21.7%;VTI:21.7%;IEF:14.0% | US:56.0;EU:18.0;APAC:15.3;EM:6.3;Other:4.4 | Value:-0.5;Growth:+0.9;Quality:+0.5;Size:+0.7;Momentum:-0.8;LowVol:+0.4 | MaxPos7% | 10 | 35 | 4 | hard 12% | 164 | 26.2 | Sideways | 20.3 | 4.04 | 2.5 | 109 | 51 | 80 | 44 | true | Hedge | Buy index puts 1% notional | -9 | 8 | BrokerD | MKT | 90 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 18 | -34 | 34 | 3 | false | Monitor dispersion and breadth |
P5251 | Cautious | Trust | USD | 2025-09-09 | 223,234 | 29,220 | 194,014 | 1 | 46.6 | 37.5 | 0 | 15.9 | AMZN:33.3%;MSFT:33.3%;BRK.B:33.3% | US:72.5;EU:5.9;APAC:9.8;EM:11.3;Other:0.5 | Value:-0.0;Growth:-0.1;Quality:-0.8;Size:+0.2;Momentum:-0.5;LowVol:+0.5 | ESGOnly;MaxPos7%;NoMargin | 8 | 25 | 4.3 | hard 10% | 159 | 15.6 | Volatile | 30.1 | 4.86 | 3.9 | 155 | -28 | 31 | 72 | true | Rebalance | Rebalance back to target bands | -3 | -3 | BrokerD | MKT | 94 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -27 | -28 | -12 | 2 | false | Tighten stops on momentum names |
P5252 | Active | Taxable | USD | 2024-09-04 | 934,208 | 75,105 | 859,103 | 1 | 65 | 25.5 | 0 | 9.4 | VTI:23.7%;BND:21.2%;VNQ:27.5%;TLT:27.5% | US:65.8;EU:13.7;APAC:8.9;EM:8.0;Other:3.6 | Value:+0.5;Growth:-0.7;Quality:+0.1;Size:+0.8;Momentum:+0.2;LowVol:-0.5 | MaxPos8%;NoDerivatives | 10 | 30 | 5.2 | trailing 8% | 223 | 26.1 | Bear | 34.1 | 3.35 | 2.3 | 159 | 3 | 56 | 78 | true | Rebalance | Rebalance back to target bands | 24 | -34 | BrokerA | LMT | 97 | VAR>budget | Reduce | Risk above budget threshold | 88 | -16 | 224 | 5 | false | Within IPS guidelines |
P5253 | Active | Roth | USD | 2025-04-24 | 2,072,286 | 157,498 | 1,914,788 | 1 | 51.2 | 29.8 | 13.2 | 5.8 | BRK.B:25.0%;VTI:25.0%;AMZN:25.0%;MUB:25.0% | US:67.3;EU:10.2;APAC:10.0;EM:12.1;Other:0.4 | Value:+0.8;Growth:+0.1;Quality:-0.7;Size:+0.8;Momentum:+0.3;LowVol:-0.8 | null | 5 | 25 | 5.5 | trailing 8% | 158 | 27.9 | Volatile | 20.8 | 4.03 | 2.7 | 121 | 76 | 76 | 57 | false | Rebalance | Shift +1% to bonds from equity | -14 | -17 | BrokerA | LMT | 93 | null | null | Normal monitoring | -13 | -13 | 88 | 4 | false | Tighten stops on momentum names |
P5254 | Hands-off | Taxable | USD | 2025-12-09 | 479,108 | 36,889 | 442,219 | 1 | 64.5 | 20.2 | 6.3 | 9.1 | XLF:25.7%;AAPL:23.0%;VNQ:25.7%;HYG:25.7% | US:73.3;EU:8.0;APAC:7.8;EM:7.8;Other:3.1 | Value:+0.1;Growth:+0.1;Quality:+0.5;Size:-0.3;Momentum:+0.3;LowVol:+1.0 | ESGOnly;NoDerivatives | 5 | 30 | 3.3 | trailing 8% | 122 | 16.3 | Volatile | 23.9 | 4.37 | 2.3 | 140 | -20 | 47 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | 11 | BrokerA | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -44 | -1 | 40 | 4 | false | Within IPS guidelines |
P5255 | Hands-off | Trust | USD | 2025-03-13 | 271,942 | 14,943 | 256,999 | 1 | 56.3 | 26.3 | 10.6 | 6.9 | IEF:16.7%;TSLA:14.7%;XLF:22.9%;AMZN:22.9%;QQQ:22.9% | US:60.0;EU:13.9;APAC:15.6;EM:5.0;Other:5.5 | Value:-0.5;Growth:+0.9;Quality:-0.3;Size:-0.2;Momentum:-1.0;LowVol:+0.7 | NoDerivatives | 8 | 25 | 4.6 | trailing 8% | 153 | 14.8 | Bull | 17 | 4.24 | 2.1 | 117 | 97 | 90 | 56 | false | Buy | Add to core equity +1% | -15 | -10 | BrokerC | LMT | 94 | null | null | Normal monitoring | 117 | -30 | 207 | 3 | false | Increase defensive factor exposure |
P5256 | Systematic | Trust | USD | 2025-03-10 | 925,170 | 84,321 | 840,849 | 1 | 56.4 | 26.1 | 12.3 | 5.2 | VTI:12.7%;VNQ:18.7%;QQQ:21.6%;XLF:13.1%;MUB:13.4%;TSLA:20.4% | US:63.8;EU:15.9;APAC:11.9;EM:7.1;Other:1.4 | Value:-0.4;Growth:-0.3;Quality:-0.2;Size:+1.0;Momentum:-0.9;LowVol:-0.6 | NoDerivatives | 10 | 25 | 4.3 | hard 12% | 199 | 21.2 | Bull | 17.3 | 4.97 | 2.9 | 78 | 15 | 56 | 39 | false | Buy | Add to core equity +1% | -5 | 11 | BrokerD | MKT | 89 | null | null | Normal monitoring | -22 | 10 | -14 | 5 | false | Tax-aware sells next window |
P5257 | Hands-off | IRA | USD | 2025-09-19 | 607,643 | 48,520 | 559,123 | 1 | 70.1 | 15.1 | 6.3 | 8.6 | HYG:23.1%;BRK.B:22.3%;VOO:23.1%;BND:23.1%;XLF:8.5% | US:61.6;EU:15.2;APAC:12.7;EM:9.6;Other:0.9 | Value:-0.2;Growth:+0.1;Quality:+0.1;Size:-0.8;Momentum:+0.5;LowVol:-0.0 | ESGOnly | 6 | 30 | 4.7 | trailing 8% | 154 | 19.5 | Bull | 15.1 | 4.69 | 2.8 | 99 | 12 | 45 | 51 | false | Rebalance | Shift +1% to bonds from equity | 1 | -10 | BrokerB | MKT | 91 | null | null | Normal monitoring | 119 | -55 | 165 | 3 | false | Monitor dispersion and breadth |
P5258 | Opportunistic | Taxable | USD | 2025-09-05 | 782,638 | 35,152 | 747,486 | 1.09 | 75.2 | 19.1 | 0 | 5.7 | MSFT:21.9%;VTI:9.5%;QQQ:13.0%;BND:21.9%;AMZN:21.9%;VNQ:11.8% | US:58.0;EU:21.4;APAC:13.3;EM:6.0;Other:1.2 | Value:+0.7;Growth:+0.6;Quality:-0.5;Size:+0.8;Momentum:+0.6;LowVol:-0.8 | null | 8 | 35 | 4.4 | hard 12% | 262 | 28.1 | Bull | 11.7 | 4.31 | 2.8 | 74 | 64 | 96 | 38 | false | Sell | Trim extended winner -1% | -13 | 13 | BrokerB | VWAP | 100 | null | null | Normal monitoring | 77 | -52 | 213 | 5 | false | Within IPS guidelines |
P5259 | Active | IRA | USD | 2025-03-16 | 1,669,082 | 193,924 | 1,475,158 | 1 | 69.5 | 19.4 | 2 | 9 | TLT:25.2%;BND:25.2%;VNQ:25.2%;XLF:24.4% | US:68.7;EU:6.1;APAC:13.3;EM:9.2;Other:2.7 | Value:-1.0;Growth:+0.9;Quality:-0.7;Size:-0.9;Momentum:-0.4;LowVol:-0.1 | MaxPos7%;NoDerivatives | 10 | 30 | 4.8 | hard 12% | 120 | 17.1 | Volatile | 26.4 | 3.98 | 2.5 | 137 | -30 | 49 | 81 | true | Hedge | Buy index puts 1% notional | 29 | -9 | BrokerD | LMT | 94 | VAR>budget | Hedge | Risk above budget threshold | -12 | -56 | -24 | 3 | true | Tax-aware sells next window |
P5260 | Opportunistic | IRA | USD | 2025-10-23 | 1,256,543 | 97,683 | 1,158,860 | 1 | 76.3 | 19.7 | 0 | 4.1 | BND:14.2%;XLF:23.5%;AMZN:15.2%;QQQ:23.5%;AAPL:23.5% | US:64.0;EU:15.1;APAC:14.6;EM:3.7;Other:2.7 | Value:-0.8;Growth:+0.6;Quality:+0.4;Size:+0.4;Momentum:-0.6;LowVol:+1.0 | null | 6 | 30 | 6.7 | trailing 9% | 180 | 33.3 | Volatile | 23.4 | 5.26 | 3.6 | 163 | 75 | 85 | 72 | true | Hedge | Buy index puts 1% notional | 2 | -9 | BrokerB | VWAP | 99 | VAR>budget | Hedge | Risk above budget threshold | 13 | -16 | 98 | 3 | false | Monitor dispersion and breadth |
P5261 | Cautious | 401k | USD | 2025-01-20 | 843,924 | 82,381 | 761,543 | 1 | 48.8 | 31.9 | 4.7 | 14.6 | IEF:25.2%;MSFT:10.0%;GLD:25.2%;QQQ:14.4%;VNQ:25.2% | US:75.3;EU:9.0;APAC:5.2;EM:10.4;Other:0.2 | Value:-0.1;Growth:-0.6;Quality:+0.8;Size:-0.7;Momentum:+0.2;LowVol:+0.3 | ESGOnly;MaxPos6%;NoMargin | 8 | 25 | 5.1 | trailing 10% | 111 | 16.5 | Sideways | 19 | 3.66 | 3.3 | 106 | 41 | 64 | 41 | false | NoAction | Within bands; monitor | -14 | -10 | BrokerD | LMT | 92 | null | null | Normal monitoring | 113 | -33 | 89 | 3 | false | Tax-aware sells next window |
P5262 | Systematic | 401k | USD | 2024-08-23 | 1,183,831 | 80,908 | 1,102,923 | 1 | 60.8 | 23.9 | 8.3 | 6.9 | VTI:30.1%;AAPL:20.0%;TSLA:19.9%;BRK.B:30.1% | US:71.5;EU:11.5;APAC:10.1;EM:4.1;Other:2.8 | Value:+0.7;Growth:-0.9;Quality:+0.2;Size:-0.8;Momentum:-0.0;LowVol:-1.0 | MaxPos5% | 8 | 35 | 4.1 | trailing 8% | 201 | 17.8 | Bull | 15.1 | 4.11 | 2.4 | 105 | 101 | 92 | 46 | false | Rebalance | Shift +1% to bonds from equity | -12 | -30 | BrokerB | MKT | 100 | null | null | Normal monitoring | 102 | -49 | 183 | 5 | false | Tax-aware sells next window |
P5263 | Cautious | Trust | USD | 2025-01-08 | 767,646 | 99,010 | 668,636 | 1 | 38.9 | 33.4 | 10.5 | 17.1 | VNQ:33.3%;TSLA:33.3%;MSFT:33.3% | US:70.4;EU:12.8;APAC:10.3;EM:4.7;Other:1.8 | Value:+0.1;Growth:-1.0;Quality:-0.8;Size:+0.7;Momentum:+0.2;LowVol:+0.3 | MaxPos6%;NoDerivatives;NoMargin | 10 | 35 | 4.2 | hard 10% | 161 | 16.3 | Bull | 12.9 | 4.69 | 2.9 | 107 | 73 | 71 | 29 | false | Buy | Add to core equity +1% | 10 | 3 | BrokerB | LMT | 96 | null | null | Normal monitoring | 88 | -27 | 73 | 5 | false | Tax-aware sells next window |
P5264 | Active | 401k | USD | 2025-09-30 | 2,394,579 | 274,964 | 2,119,615 | 1 | 57.2 | 19.3 | 17.7 | 5.8 | TSLA:28.8%;GLD:35.6%;MUB:35.6% | US:60.3;EU:12.3;APAC:14.0;EM:8.6;Other:4.8 | Value:0.0;Growth:-1.0;Quality:-0.9;Size:+0.5;Momentum:+1.0;LowVol:+0.4 | MaxPos8% | 8 | 25 | 5.2 | trailing 8% | 155 | 23.7 | Bull | 11.2 | 4.08 | 2.3 | 104 | 61 | 66 | 28 | false | Hedge | Add TLT +1% as duration hedge | 25 | -14 | BrokerC | LMT | 97 | null | null | Normal monitoring | 91 | 3 | 66 | 3 | false | Increase defensive factor exposure |
P5265 | Hands-off | Roth | USD | 2025-01-27 | 183,048 | 11,757 | 171,291 | 1 | 61 | 26.2 | 3.1 | 9.7 | AMZN:25.2%;MSFT:25.2%;XLF:24.4%;VNQ:25.2% | US:65.4;EU:14.4;APAC:12.3;EM:4.5;Other:3.3 | Value:-0.9;Growth:-0.3;Quality:-0.4;Size:-0.9;Momentum:+0.6;LowVol:-0.0 | ESGOnly;MaxPos7% | 7 | 25 | 6 | hard 10% | 117 | 17.1 | Volatile | 22.6 | 5.41 | 2.2 | 156 | 30 | 59 | 61 | false | Rebalance | Shift +1% to bonds from equity | -12 | -12 | BrokerA | LMT | 92 | null | null | Normal monitoring | 113 | -38 | 100 | 3 | false | Increase defensive factor exposure |
P5266 | Systematic | Trust | USD | 2025-12-05 | 771,480 | 49,449 | 722,031 | 1 | 55.5 | 30.3 | 6.7 | 7.5 | AMZN:27.3%;TLT:27.3%;VTI:18.1%;XLF:27.3% | US:68.4;EU:10.0;APAC:11.5;EM:8.5;Other:1.7 | Value:+0.9;Growth:-0.6;Quality:-0.2;Size:-0.9;Momentum:+0.9;LowVol:+0.5 | null | 5 | 35 | 4.1 | trailing 8% | 197 | 22.4 | Volatile | 31.1 | 4.86 | 3.7 | 140 | -58 | 36 | 65 | false | Rebalance | Shift +1% to bonds from equity | 20 | -11 | BrokerA | MKT | 90 | null | null | Normal monitoring | -22 | -28 | 86 | 3 | false | Monitor dispersion and breadth |
P5267 | Opportunistic | Taxable | USD | 2024-07-21 | 541,658 | 21,495 | 520,163 | 1 | 62.6 | 10.1 | 18.4 | 8.8 | BND:20.4%;QQQ:15.4%;GLD:19.2%;VNQ:20.4%;XLF:16.2%;MSFT:8.4% | US:72.9;EU:8.1;APAC:10.8;EM:4.8;Other:3.3 | Value:+0.9;Growth:-0.0;Quality:-0.5;Size:+0.6;Momentum:-0.6;LowVol:-0.2 | null | 10 | 25 | 6.8 | trailing 7% | 164 | 25.3 | Bull | 14 | 4.93 | 2.7 | 83 | 61 | 82 | 44 | false | Sell | Trim extended winner -1% | -2 | -37 | BrokerB | MKT | 97 | null | null | Normal monitoring | 59 | -21 | 142 | 4 | false | Increase defensive factor exposure |
P5268 | Active | Taxable | USD | 2024-11-23 | 773,802 | 53,986 | 719,816 | 1 | 52.7 | 21.6 | 19.1 | 6.6 | TSLA:35.5%;IEF:35.5%;VNQ:28.9% | US:68.3;EU:7.0;APAC:16.5;EM:4.5;Other:3.6 | Value:-0.3;Growth:-1.0;Quality:-0.2;Size:-0.7;Momentum:+0.3;LowVol:+0.8 | NoDerivatives | 7 | 25 | 4.7 | hard 12% | 139 | 21.3 | Bear | 32 | 3.68 | 1.7 | 175 | 22 | 49 | 79 | true | Hedge | Buy index puts 1% notional | 35 | -7 | BrokerA | LMT | 93 | VAR>budget | Pause | Risk above budget threshold | -51 | -34 | -59 | 4 | true | Tax-aware sells next window |
P5269 | Systematic | Taxable | USD | 2025-03-29 | 594,263 | 45,581 | 548,682 | 1 | 60.6 | 23.5 | 8.4 | 7.5 | GLD:16.3%;IEF:11.2%;AAPL:18.8%;TLT:20.3%;MUB:17.2%;BRK.B:16.3% | US:66.7;EU:13.8;APAC:13.5;EM:4.7;Other:1.3 | Value:+0.3;Growth:0.0;Quality:0.0;Size:-0.3;Momentum:-0.2;LowVol:+0.3 | null | 8 | 30 | 4.8 | trailing 8% | 172 | 25 | Bull | 14.9 | 3.76 | 2.5 | 78 | 94 | 91 | 41 | false | Rebalance | Shift +1% to bonds from equity | 35 | -23 | BrokerD | LMT | 88 | null | null | Normal monitoring | 19 | -59 | 114 | 5 | false | Within IPS guidelines |
P5270 | Opportunistic | 401k | USD | 2024-09-21 | 1,167,893 | 90,941 | 1,076,952 | 1 | 67.8 | 17.1 | 6.6 | 8.6 | XLF:21.5%;IEF:21.5%;BRK.B:20.9%;VTI:20.6%;HYG:15.4% | US:68.6;EU:10.3;APAC:12.5;EM:3.5;Other:5.2 | Value:-0.8;Growth:-0.4;Quality:-0.2;Size:+0.8;Momentum:+0.1;LowVol:+0.4 | null | 8 | 30 | 5 | trailing 7% | 186 | 32.4 | Bear | 24 | 3.53 | 1.6 | 220 | -69 | 10 | 61 | false | Buy | Add to core equity +1% | 4 | -3 | BrokerC | LMT | 96 | null | null | Normal monitoring | 118 | -23 | 104 | 4 | false | Within IPS guidelines |
P5271 | Active | Roth | USD | 2025-04-12 | 579,400 | 65,769 | 513,631 | 1 | 60 | 26.7 | 6 | 7.4 | VNQ:21.4%;MUB:16.5%;VTI:10.7%;AAPL:21.4%;BND:16.4%;BRK.B:13.6% | US:60.3;EU:21.5;APAC:7.8;EM:8.6;Other:1.7 | Value:-0.8;Growth:-0.0;Quality:-0.6;Size:-0.2;Momentum:+0.8;LowVol:+0.2 | null | 7 | 35 | 5.7 | trailing 8% | 216 | 27.7 | Sideways | 17.5 | 4.46 | 3.3 | 115 | 36 | 68 | 52 | false | Buy | Add to core equity +1% | 24 | 3 | BrokerC | MKT | 95 | null | null | Normal monitoring | -18 | -1 | 10 | 4 | false | Tighten stops on momentum names |
P5272 | Hands-off | IRA | USD | 2025-10-12 | 502,394 | 40,609 | 461,785 | 1 | 67.1 | 23.7 | 0 | 9.2 | BND:33.3%;AAPL:33.3%;TLT:33.3% | US:73.8;EU:6.1;APAC:11.3;EM:3.9;Other:4.9 | Value:-0.7;Growth:+0.6;Quality:+0.4;Size:-0.3;Momentum:-0.4;LowVol:+0.6 | ESGOnly;MaxPos5% | 8 | 30 | 3.9 | trailing 10% | 115 | 17.4 | Bull | 12.6 | 3.88 | 2.3 | 90 | 98 | 94 | 40 | false | Buy | Add to core equity +1% | 10 | -16 | BrokerD | MKT | 96 | null | null | Normal monitoring | -27 | -47 | -3 | 5 | false | Within IPS guidelines |
P5273 | Active | IRA | USD | 2025-02-07 | 733,060 | 75,691 | 657,369 | 1 | 62 | 23.5 | 4.7 | 9.8 | GLD:22.6%;VNQ:16.0%;IEF:22.6%;AMZN:19.0%;TSLA:10.4%;MSFT:9.5% | US:61.1;EU:14.7;APAC:12.8;EM:8.5;Other:3.0 | Value:-0.1;Growth:-0.8;Quality:-0.5;Size:-0.2;Momentum:-0.9;LowVol:+0.3 | null | 7 | 35 | 5.3 | trailing 8% | 162 | 26.9 | Sideways | 17.1 | 3.63 | 3.3 | 140 | -11 | 30 | 47 | false | Rebalance | Shift +1% to bonds from equity | 0 | -28 | BrokerA | MKT | 90 | null | null | Normal monitoring | 39 | 3 | 118 | 4 | false | Monitor dispersion and breadth |
P5274 | Hands-off | Roth | USD | 2025-11-07 | 395,281 | 37,620 | 357,661 | 1 | 55.3 | 20 | 19.5 | 5.3 | MSFT:21.7%;AMZN:21.7%;VTI:21.5%;VNQ:19.5%;TLT:15.6% | US:69.5;EU:7.1;APAC:12.0;EM:9.1;Other:2.3 | Value:-0.1;Growth:-0.7;Quality:+0.9;Size:+0.6;Momentum:+0.9;LowVol:0.0 | ESGOnly;MaxPos6% | 5 | 35 | 5.1 | trailing 8% | 106 | 14.4 | Bull | 12.7 | 4.02 | 3.5 | 100 | 110 | 100 | 28 | true | Hedge | Buy index puts 1% notional | 6 | -7 | BrokerB | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | 36 | 20 | 155 | 4 | false | Within IPS guidelines |
P5275 | Systematic | Roth | USD | 2025-04-26 | 1,923,081 | 119,519 | 1,803,562 | 1 | 63.9 | 25.2 | 5.6 | 5.3 | AAPL:33.3%;BRK.B:33.3%;BND:33.3% | US:77.6;EU:8.2;APAC:8.3;EM:5.8;Other:0.1 | Value:-0.4;Growth:-0.3;Quality:-0.6;Size:+0.4;Momentum:+0.8;LowVol:-0.9 | MaxPos8% | 10 | 30 | 5.9 | trailing 9% | 202 | 27.2 | Bull | 15.3 | 4.1 | 3.2 | 81 | 48 | 76 | 49 | false | Rebalance | Shift +1% to bonds from equity | 23 | -4 | BrokerA | MKT | 95 | null | null | Normal monitoring | 9 | -7 | 6 | 5 | false | Tighten stops on momentum names |
P5276 | Systematic | IRA | USD | 2025-11-30 | 1,488,693 | 107,958 | 1,380,735 | 1 | 63.1 | 23.5 | 6.6 | 6.9 | VTI:21.8%;BRK.B:22.0%;GLD:10.2%;AMZN:22.0%;MSFT:9.8%;HYG:14.1% | US:69.7;EU:16.3;APAC:5.1;EM:4.9;Other:4.1 | Value:-0.6;Growth:0.0;Quality:-1.0;Size:-0.6;Momentum:+0.7;LowVol:+0.8 | NoDerivatives | 7 | 30 | 5.3 | trailing 8% | 142 | 23 | Bull | 17.1 | 4.68 | 3.5 | 79 | 29 | 50 | 45 | false | Buy | Add to core equity +1% | 24 | -36 | BrokerD | MKT | 100 | null | null | Normal monitoring | -9 | 10 | 71 | 5 | false | Within IPS guidelines |
P5277 | Cautious | 401k | USD | 2025-11-10 | 381,755 | 60,710 | 321,045 | 1 | 40.7 | 34.5 | 14.3 | 10.5 | VTI:13.9%;TSLA:21.7%;TLT:21.7%;VNQ:7.9%;HYG:21.7%;BRK.B:13.0% | US:66.1;EU:17.0;APAC:9.2;EM:7.4;Other:0.2 | Value:+0.9;Growth:-0.2;Quality:+0.4;Size:+0.8;Momentum:-0.7;LowVol:-0.3 | ESGOnly;NoMargin | 5 | 25 | 3.5 | trailing 8% | 102 | 13.6 | Bear | 34.1 | 3.48 | 1.4 | 154 | -87 | 5 | 62 | false | Rebalance | Shift +1% to bonds from equity | 25 | 6 | BrokerB | MKT | 95 | null | null | Normal monitoring | -20 | -14 | 10 | 3 | false | Monitor dispersion and breadth |
P5278 | Active | Roth | USD | 2024-09-12 | 2,329,453 | 216,619 | 2,112,834 | 1.14 | 59.3 | 26.6 | 5.6 | 8.4 | GLD:27.7%;XLF:16.8%;TLT:27.7%;BND:27.7% | US:70.5;EU:11.7;APAC:6.3;EM:6.2;Other:5.3 | Value:-0.3;Growth:-0.5;Quality:+0.8;Size:-0.7;Momentum:+0.1;LowVol:-0.6 | MaxPos5% | 8 | 25 | 4.8 | trailing 9% | 144 | 27 | Bull | 17.1 | 4.24 | 2.9 | 120 | 6 | 51 | 44 | false | Buy | Add to core equity +1% | 5 | 6 | BrokerB | VWAP | 87 | null | null | Normal monitoring | 57 | -29 | 194 | 3 | false | Increase defensive factor exposure |
P5279 | Active | Taxable | USD | 2024-11-28 | 1,190,509 | 124,195 | 1,066,314 | 1 | 55.2 | 31.6 | 4.2 | 9 | VTI:37.0%;MUB:26.1%;XLF:37.0% | US:66.8;EU:14.9;APAC:14.4;EM:3.6;Other:0.3 | Value:-0.6;Growth:+0.6;Quality:-1.0;Size:+1.0;Momentum:+0.9;LowVol:+0.9 | null | 5 | 30 | 5.6 | trailing 9% | 129 | 25.1 | Volatile | 21.5 | 4.95 | 4.3 | 116 | -8 | 59 | 64 | false | Rebalance | Shift +1% to bonds from equity | 34 | 9 | BrokerA | LMT | 94 | null | null | Normal monitoring | -33 | -57 | -67 | 5 | false | Within IPS guidelines |
P5280 | Active | Taxable | USD | 2025-03-09 | 2,079,254 | 212,532 | 1,866,722 | 1 | 66.7 | 19.8 | 4.3 | 9.3 | VNQ:25.0%;AAPL:24.9%;AMZN:25.0%;BND:25.0% | US:62.6;EU:13.7;APAC:10.6;EM:8.9;Other:4.1 | Value:-1.0;Growth:-0.5;Quality:+0.4;Size:+0.3;Momentum:+1.0;LowVol:-0.2 | NoDerivatives | 10 | 35 | 4.2 | trailing 9% | 149 | 17.2 | Bear | 24.4 | 4.09 | 2 | 197 | -13 | 28 | 66 | false | Rebalance | Shift +1% to bonds from equity | 16 | -37 | BrokerD | LMT | 89 | null | null | Normal monitoring | 99 | 5 | 144 | 5 | false | Monitor dispersion and breadth |
P5281 | Cautious | Roth | USD | 2025-05-09 | 481,932 | 44,183 | 437,749 | 1 | 49.3 | 38.4 | 0 | 12.4 | TSLA:35.0%;GLD:30.0%;XLF:35.0% | US:67.4;EU:16.8;APAC:6.0;EM:5.7;Other:4.1 | Value:+0.2;Growth:-0.4;Quality:-0.5;Size:-0.4;Momentum:+0.6;LowVol:+0.3 | ESGOnly;NoDerivatives;NoMargin | 8 | 30 | 5.9 | hard 10% | 140 | 15.7 | Volatile | 26.6 | 4.51 | 3.3 | 168 | 71 | 94 | 57 | false | Rebalance | Shift +1% to bonds from equity | 16 | 12 | BrokerD | LMT | 86 | null | null | Normal monitoring | 52 | -10 | 115 | 4 | false | Tighten stops on momentum names |
P5282 | Hands-off | 401k | USD | 2024-11-07 | 812,086 | 32,827 | 779,259 | 1 | 72.3 | 18.6 | 0 | 9 | BND:33.8%;AAPL:32.4%;HYG:33.8% | US:70.6;EU:11.8;APAC:6.5;EM:9.8;Other:1.3 | Value:0.0;Growth:+0.1;Quality:-0.6;Size:-0.6;Momentum:-0.1;LowVol:-0.8 | ESGOnly;NoDerivatives | 10 | 25 | 3.5 | trailing 10% | 125 | 17 | Bull | 14.4 | 4.83 | 3.3 | 94 | 11 | 57 | 45 | false | Sell | Trim extended winner -1% | 34 | 1 | BrokerD | LMT | 96 | null | null | Normal monitoring | -45 | -16 | 62 | 4 | false | Tax-aware sells next window |
P5283 | Cautious | Roth | USD | 2025-06-01 | 667,642 | 93,935 | 573,707 | 1 | 40 | 42.8 | 1.1 | 16.2 | VTI:18.7%;HYG:22.8%;QQQ:13.0%;AAPL:22.8%;BND:22.8% | US:64.2;EU:15.0;APAC:8.0;EM:10.4;Other:2.5 | Value:+0.2;Growth:-0.5;Quality:-0.1;Size:-0.6;Momentum:-0.1;LowVol:0.0 | ESGOnly;NoMargin | 8 | 35 | 3.5 | trailing 8% | 110 | 18.5 | Sideways | 14.3 | 3.64 | 3.2 | 128 | 10 | 49 | 33 | false | Rebalance | Shift +1% to bonds from equity | 18 | -27 | BrokerD | VWAP | 87 | null | null | Normal monitoring | 76 | -60 | 141 | 4 | false | Monitor dispersion and breadth |
P5284 | Active | 401k | USD | 2024-11-26 | 2,381,937 | 271,748 | 2,110,189 | 1.05 | 65 | 29.8 | 0 | 5.2 | TSLA:33.3%;TLT:33.3%;XLF:33.3% | US:65.7;EU:13.0;APAC:10.9;EM:7.3;Other:3.2 | Value:-0.9;Growth:+0.1;Quality:+0.6;Size:-0.5;Momentum:+1.0;LowVol:-1.0 | MaxPos8% | 6 | 25 | 5.2 | trailing 9% | 150 | 19 | Bull | 14.1 | 3.73 | 2.6 | 117 | 94 | 91 | 56 | false | Sell | Trim extended winner -1% | 14 | -14 | BrokerD | VWAP | 91 | null | null | Normal monitoring | 33 | 5 | 74 | 4 | false | Tax-aware sells next window |
P5285 | Systematic | Trust | USD | 2025-11-15 | 974,525 | 83,635 | 890,890 | 1 | 63.2 | 25.9 | 2.1 | 8.8 | TLT:25.0%;AMZN:25.0%;MSFT:25.0%;BRK.B:25.0% | US:70.4;EU:8.0;APAC:14.3;EM:6.4;Other:0.8 | Value:-0.4;Growth:-0.5;Quality:+0.8;Size:-0.2;Momentum:-0.6;LowVol:-0.2 | MaxPos8% | 7 | 30 | 5.6 | trailing 8% | 208 | 22.5 | Volatile | 29.7 | 5.32 | 3 | 134 | 42 | 70 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 15 | -10 | BrokerD | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -22 | -3 | 18 | 3 | false | Monitor dispersion and breadth |
P5286 | Hands-off | 401k | USD | 2025-02-24 | 649,578 | 31,587 | 617,991 | 1 | 66.8 | 23 | 2.4 | 7.7 | GLD:17.2%;AMZN:19.5%;IEF:20.1%;XLF:12.4%;VNQ:20.1%;QQQ:10.7% | US:68.6;EU:15.5;APAC:6.5;EM:9.2;Other:0.2 | Value:-0.1;Growth:-0.3;Quality:-0.9;Size:-0.4;Momentum:-0.6;LowVol:-0.7 | MaxPos8%;NoDerivatives | 5 | 25 | 3.6 | hard 10% | 131 | 18.3 | Volatile | 25.2 | 4.51 | 3.4 | 134 | 73 | 82 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | 9 | BrokerB | MKT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -60 | -52 | -46 | 3 | false | Within IPS guidelines |
P5287 | Hands-off | IRA | USD | 2025-02-05 | 159,462 | 14,306 | 145,156 | 1 | 67 | 21.7 | 2.6 | 8.6 | BRK.B:19.4%;XLF:14.6%;VNQ:17.3%;GLD:24.4%;VOO:24.4% | US:67.8;EU:14.5;APAC:8.2;EM:4.3;Other:5.1 | Value:+0.4;Growth:+0.9;Quality:-0.3;Size:+0.3;Momentum:-0.7;LowVol:+0.1 | ESGOnly | 6 | 35 | 3.7 | hard 10% | 119 | 12.6 | Volatile | 25.8 | 4.22 | 3.7 | 119 | 48 | 89 | 67 | false | Buy | Add to core equity +1% | 32 | -14 | BrokerD | MKT | 94 | null | null | Normal monitoring | 98 | 1 | 86 | 5 | false | Increase defensive factor exposure |
P5288 | Active | Taxable | USD | 2024-10-04 | 1,895,005 | 121,743 | 1,773,262 | 1 | 67.2 | 19.7 | 6.2 | 6.8 | MUB:21.7%;VOO:15.0%;BND:11.6%;TSLA:8.3%;VNQ:21.7%;AMZN:21.7% | US:78.1;EU:6.6;APAC:10.8;EM:3.1;Other:1.4 | Value:-0.9;Growth:+0.7;Quality:+0.4;Size:-0.5;Momentum:0.0;LowVol:-0.1 | null | 6 | 35 | 5.1 | trailing 9% | 162 | 24.9 | Bull | 11.9 | 3.58 | 3.1 | 82 | 34 | 68 | 46 | false | Buy | Add to core equity +1% | -5 | 6 | BrokerB | VWAP | 90 | null | null | Normal monitoring | -23 | -30 | 89 | 5 | false | Monitor dispersion and breadth |
P5289 | Cautious | Taxable | USD | 2024-08-10 | 866,452 | 116,728 | 749,724 | 1 | 37.8 | 33.1 | 11.4 | 17.7 | TSLA:6.7%;GLD:6.2%;VTI:21.8%;QQQ:21.8%;HYG:21.8%;MSFT:21.8% | US:71.9;EU:11.3;APAC:8.7;EM:6.1;Other:2.0 | Value:+0.1;Growth:+0.9;Quality:+0.2;Size:-0.4;Momentum:-0.5;LowVol:+0.2 | NoMargin | 6 | 35 | 3.8 | trailing 10% | 126 | 17.6 | Bull | 11.2 | 4.76 | 2.4 | 76 | 110 | 100 | 15 | false | Rebalance | Shift +1% to bonds from equity | 18 | 3 | BrokerC | MKT | 85 | null | null | Normal monitoring | 17 | -11 | 143 | 5 | false | Within IPS guidelines |
P5290 | Cautious | Taxable | USD | 2025-08-10 | 668,625 | 66,800 | 601,825 | 1 | 38.3 | 44.3 | 1.4 | 16 | VTI:13.2%;HYG:9.0%;TLT:19.1%;BRK.B:19.2%;VNQ:20.8%;IEF:18.7% | US:62.8;EU:15.6;APAC:11.5;EM:7.6;Other:2.6 | Value:-0.5;Growth:-0.1;Quality:+0.8;Size:-0.0;Momentum:-0.1;LowVol:+0.2 | NoMargin | 5 | 30 | 3.9 | trailing 10% | 108 | 13.2 | Volatile | 30.9 | 4.34 | 2.3 | 175 | -46 | 26 | 65 | false | Hedge | Add TLT +1% as duration hedge | -13 | 7 | BrokerB | VWAP | 91 | null | null | Normal monitoring | 46 | -25 | 166 | 5 | false | Monitor dispersion and breadth |
P5291 | Systematic | Roth | USD | 2025-09-27 | 1,496,086 | 126,045 | 1,370,041 | 1 | 67.7 | 21.5 | 1.6 | 9.1 | TSLA:27.3%;VTI:18.0%;BRK.B:27.3%;AAPL:27.3% | US:67.2;EU:11.2;APAC:7.2;EM:10.4;Other:4.0 | Value:-0.8;Growth:+0.8;Quality:+0.9;Size:+0.6;Momentum:-0.6;LowVol:+0.2 | null | 8 | 30 | 5.9 | trailing 9% | 140 | 16.5 | Bull | 17.8 | 4.24 | 2.4 | 100 | 74 | 98 | 66 | false | NoAction | Within bands; monitor | 34 | -12 | BrokerC | MKT | 0 | null | null | Normal monitoring | -37 | -20 | 103 | 4 | false | Increase defensive factor exposure |
P5292 | Active | Trust | USD | 2025-06-30 | 2,294,539 | 262,557 | 2,031,982 | 1 | 61.6 | 22.5 | 9.2 | 6.7 | HYG:28.5%;MUB:14.6%;VNQ:28.5%;BRK.B:28.5% | US:71.6;EU:6.6;APAC:7.0;EM:14.5;Other:0.3 | Value:-0.7;Growth:+0.9;Quality:+0.3;Size:-0.6;Momentum:-1.0;LowVol:-1.0 | NoDerivatives | 6 | 35 | 4.3 | trailing 8% | 123 | 27.7 | Bull | 17.9 | 4.92 | 2.2 | 84 | 92 | 100 | 43 | false | Rebalance | Shift +1% to bonds from equity | -14 | 15 | BrokerA | VWAP | 88 | null | null | Normal monitoring | 16 | -52 | 32 | 3 | false | Increase defensive factor exposure |
P5293 | Opportunistic | 401k | USD | 2025-10-28 | 983,836 | 45,598 | 938,238 | 1.1 | 67 | 15.3 | 8.9 | 8.8 | QQQ:19.4%;IEF:17.0%;BND:16.9%;VNQ:16.5%;XLF:12.9%;TSLA:17.3% | US:71.1;EU:12.6;APAC:9.8;EM:5.8;Other:0.7 | Value:+0.7;Growth:-1.0;Quality:+1.0;Size:-0.6;Momentum:-0.7;LowVol:-0.2 | NoDerivatives | 5 | 30 | 4.5 | trailing 9% | 193 | 22 | Volatile | 25.2 | 4.75 | 2.7 | 163 | -3 | 42 | 78 | true | Rebalance | Rebalance back to target bands | 18 | -17 | BrokerC | VWAP | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 81 | -40 | 119 | 2 | false | Tighten stops on momentum names |
P5294 | Hands-off | Trust | USD | 2024-11-25 | 828,842 | 43,423 | 785,419 | 1 | 62 | 15.2 | 15.3 | 7.4 | VTI:26.2%;HYG:26.2%;XLF:21.4%;GLD:26.2% | US:64.7;EU:13.4;APAC:10.3;EM:6.4;Other:5.2 | Value:+0.6;Growth:-0.3;Quality:-0.7;Size:+0.7;Momentum:-0.2;LowVol:+1.0 | ESGOnly;MaxPos8% | 6 | 30 | 3.3 | hard 10% | 123 | 17 | Bear | 25 | 4.37 | 1.3 | 162 | -76 | 24 | 72 | true | Hedge | Buy index puts 1% notional | 31 | 3 | BrokerB | MKT | 94 | VAR>budget | Reduce | Risk above budget threshold | 1 | -49 | 117 | 4 | false | Increase defensive factor exposure |
P5295 | Hands-off | Trust | USD | 2025-09-13 | 391,997 | 24,568 | 367,429 | 1 | 65.9 | 18.9 | 9.4 | 5.8 | IEF:20.8%;QQQ:19.0%;VOO:13.2%;BND:19.6%;AMZN:10.6%;VNQ:16.8% | US:63.4;EU:12.1;APAC:11.8;EM:8.9;Other:3.8 | Value:+0.3;Growth:-0.6;Quality:-0.7;Size:+0.9;Momentum:-0.5;LowVol:+0.6 | null | 8 | 30 | 3.1 | hard 10% | 140 | 15.8 | Sideways | 14.2 | 3.59 | 3.2 | 96 | 22 | 64 | 44 | false | Rebalance | Shift +1% to bonds from equity | 26 | -34 | BrokerC | LMT | 87 | null | null | Normal monitoring | 37 | -38 | 38 | 5 | false | Monitor dispersion and breadth |
P5296 | Active | Roth | USD | 2024-10-15 | 1,073,389 | 79,445 | 993,944 | 1 | 60.7 | 25 | 8.1 | 6.1 | IEF:24.2%;BRK.B:24.2%;VOO:20.6%;VTI:16.6%;GLD:14.3% | US:62.6;EU:19.9;APAC:7.3;EM:8.4;Other:1.7 | Value:+0.9;Growth:+0.9;Quality:+0.8;Size:-0.3;Momentum:-0.2;LowVol:+0.6 | null | 6 | 30 | 5.7 | trailing 9% | 209 | 23.2 | Bull | 11.1 | 4.99 | 2.5 | 71 | 18 | 74 | 48 | false | Rebalance | Shift +1% to bonds from equity | 17 | -19 | BrokerA | LMT | 86 | null | null | Normal monitoring | 72 | 15 | 204 | 5 | false | Within IPS guidelines |
P5297 | Cautious | IRA | USD | 2025-10-05 | 415,581 | 34,340 | 381,241 | 1 | 38.7 | 33.2 | 17 | 11.1 | IEF:20.9%;MUB:20.9%;AMZN:16.9%;BND:20.3%;MSFT:20.9% | US:65.2;EU:11.5;APAC:11.7;EM:7.0;Other:4.5 | Value:+0.1;Growth:+0.1;Quality:-0.1;Size:+0.7;Momentum:+0.1;LowVol:+0.5 | MaxPos8%;NoMargin | 5 | 25 | 5.3 | hard 10% | 119 | 14.1 | Bear | 28 | 3.5 | 1.5 | 142 | 33 | 68 | 58 | false | Rebalance | Shift +1% to bonds from equity | 34 | 0 | BrokerD | LMT | 88 | null | null | Normal monitoring | 110 | -5 | 84 | 3 | false | Within IPS guidelines |
P5298 | Opportunistic | IRA | USD | 2025-06-26 | 1,237,847 | 37,294 | 1,200,553 | 1.24 | 60.9 | 20.5 | 10.6 | 8 | QQQ:36.2%;MSFT:36.2%;TLT:27.5% | US:61.2;EU:11.5;APAC:13.4;EM:9.4;Other:4.5 | Value:-0.6;Growth:+0.4;Quality:-0.8;Size:-0.1;Momentum:+0.6;LowVol:+0.4 | null | 5 | 35 | 5.9 | trailing 9% | 191 | 34.5 | Volatile | 22.6 | 3.54 | 3.8 | 179 | -16 | 27 | 59 | false | Rebalance | Shift +1% to bonds from equity | -1 | -29 | BrokerB | LMT | 88 | null | null | Normal monitoring | 83 | -42 | 112 | 5 | false | Monitor dispersion and breadth |
P5299 | Hands-off | IRA | USD | 2025-02-04 | 579,611 | 55,182 | 524,429 | 1 | 58.4 | 20.8 | 11.7 | 9.1 | HYG:34.7%;XLF:30.6%;VOO:34.7% | US:66.3;EU:16.0;APAC:10.2;EM:4.6;Other:2.9 | Value:-0.4;Growth:-0.1;Quality:+0.1;Size:+0.9;Momentum:+0.3;LowVol:+0.9 | ESGOnly;MaxPos7% | 10 | 30 | 3.6 | trailing 10% | 131 | 19.8 | Bear | 22.9 | 4.29 | 2.2 | 183 | -86 | 6 | 54 | false | Rebalance | Shift +1% to bonds from equity | 22 | -12 | BrokerB | MKT | 85 | null | null | Normal monitoring | 104 | 9 | 171 | 5 | false | Within IPS guidelines |
P5300 | Systematic | IRA | USD | 2024-11-28 | 1,359,791 | 84,830 | 1,274,961 | 1 | 59.6 | 31.3 | 0 | 9.1 | MUB:17.9%;IEF:14.4%;BRK.B:12.9%;VNQ:20.3%;AMZN:14.2%;TSLA:20.3% | US:68.4;EU:7.8;APAC:10.5;EM:7.7;Other:5.6 | Value:-0.5;Growth:-0.1;Quality:+0.1;Size:+0.6;Momentum:+0.1;LowVol:-0.8 | null | 10 | 25 | 5.4 | trailing 9% | 152 | 23.3 | Bull | 13.8 | 4.54 | 3.1 | 70 | 50 | 83 | 39 | false | Rebalance | Shift +1% to bonds from equity | -11 | 3 | BrokerA | LMT | 91 | null | null | Normal monitoring | -27 | -57 | -15 | 3 | false | Tighten stops on momentum names |
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