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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5401 | Hands-off | Trust | USD | 2025-04-09 | 440,796 | 35,400 | 405,396 | 1 | 57.7 | 25.2 | 11.3 | 5.8 | AMZN:20.1%;VOO:14.7%;MUB:16.8%;TLT:18.2%;QQQ:16.5%;GLD:13.6% | US:62.4;EU:16.4;APAC:8.1;EM:9.2;Other:3.9 | Value:-0.4;Growth:+0.1;Quality:+0.6;Size:+0.3;Momentum:-0.4;LowVol:-0.1 | ESGOnly;NoDerivatives | 10 | 35 | 3.2 | trailing 8% | 141 | 17.6 | Volatile | 22.9 | 3.94 | 3.9 | 121 | 64 | 88 | 59 | false | Rebalance | Shift +1% to bonds from equity | 6 | 8 | BrokerC | MKT | 88 | null | null | Normal monitoring | 69 | -49 | 38 | 5 | false | Monitor dispersion and breadth |
P5402 | Cautious | IRA | USD | 2025-07-14 | 584,341 | 67,390 | 516,951 | 1 | 35.4 | 36.4 | 18.2 | 10 | VNQ:19.5%;GLD:20.5%;HYG:17.5%;TLT:15.1%;VTI:6.9%;BRK.B:20.5% | US:61.6;EU:14.5;APAC:12.6;EM:9.9;Other:1.4 | Value:-0.4;Growth:-0.9;Quality:-0.2;Size:+1.0;Momentum:+0.1;LowVol:-0.4 | ESGOnly;MaxPos7%;NoMargin | 5 | 25 | 4.1 | trailing 8% | 160 | 16.4 | Volatile | 26.4 | 3.52 | 2.7 | 120 | -57 | 7 | 60 | true | Hedge | Buy index puts 1% notional | 11 | -15 | BrokerC | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 114 | -30 | 119 | 2 | false | Within IPS guidelines |
P5403 | Hands-off | Trust | USD | 2025-05-26 | 657,755 | 45,516 | 612,239 | 1 | 60.3 | 26.1 | 4.1 | 9.4 | MSFT:33.3%;BND:33.3%;BRK.B:33.3% | US:71.1;EU:6.2;APAC:15.0;EM:6.0;Other:1.7 | Value:+0.8;Growth:+0.6;Quality:+0.2;Size:+0.1;Momentum:+0.2;LowVol:-0.8 | ESGOnly;NoDerivatives | 5 | 25 | 4.3 | trailing 10% | 130 | 18.7 | Bull | 12.5 | 4.13 | 2.6 | 73 | 75 | 81 | 31 | false | Rebalance | Shift +1% to bonds from equity | 34 | -13 | BrokerB | LMT | 87 | null | null | Normal monitoring | 46 | -20 | 18 | 4 | false | Tax-aware sells next window |
P5404 | Hands-off | Trust | USD | 2025-03-16 | 795,118 | 59,157 | 735,961 | 1 | 70.5 | 16.7 | 6.4 | 6.3 | VOO:17.9%;AAPL:12.1%;GLD:24.9%;BND:24.9%;MUB:20.3% | US:65.2;EU:16.5;APAC:8.5;EM:7.4;Other:2.4 | Value:+0.9;Growth:-0.8;Quality:+0.1;Size:-0.0;Momentum:-0.8;LowVol:-0.6 | NoDerivatives | 10 | 25 | 3.2 | trailing 8% | 125 | 19.4 | Bull | 11.8 | 4.52 | 2.3 | 96 | 100 | 100 | 42 | false | Rebalance | Shift +1% to bonds from equity | -8 | -29 | BrokerA | MKT | 86 | null | null | Normal monitoring | 20 | -32 | 76 | 4 | false | Within IPS guidelines |
P5405 | Active | IRA | USD | 2025-09-12 | 1,994,864 | 228,809 | 1,766,055 | 1 | 58.6 | 25.3 | 9.5 | 6.6 | MSFT:10.1%;HYG:21.3%;VTI:15.5%;VNQ:13.0%;MUB:18.8%;XLF:21.3% | US:66.5;EU:14.4;APAC:9.1;EM:7.2;Other:2.8 | Value:+0.8;Growth:-0.4;Quality:+0.8;Size:+1.0;Momentum:-0.6;LowVol:-0.5 | NoDerivatives | 8 | 30 | 4.6 | trailing 8% | 194 | 24.2 | Bull | 11 | 3.69 | 2.9 | 86 | 108 | 100 | 38 | false | Buy | Add to core equity +1% | 17 | 12 | BrokerC | MKT | 92 | null | null | Normal monitoring | -59 | -56 | -93 | 5 | false | Increase defensive factor exposure |
P5406 | Cautious | Taxable | USD | 2025-07-27 | 194,108 | 29,940 | 164,168 | 1 | 40.4 | 34.1 | 13.1 | 12.4 | MUB:24.6%;VTI:24.6%;VOO:18.5%;QQQ:23.1%;BND:9.2% | US:70.7;EU:8.4;APAC:9.0;EM:8.1;Other:3.9 | Value:+0.2;Growth:-0.1;Quality:+0.7;Size:-0.6;Momentum:-0.3;LowVol:+0.6 | NoMargin | 10 | 35 | 3 | hard 10% | 126 | 19 | Volatile | 31.3 | 5.4 | 4.1 | 164 | 54 | 79 | 72 | true | Rebalance | Rebalance back to target bands | 4 | 15 | BrokerA | VWAP | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 49 | -6 | 36 | 4 | true | Tax-aware sells next window |
P5407 | Systematic | 401k | USD | 2025-05-13 | 837,192 | 79,508 | 757,684 | 1 | 62.1 | 28.9 | 3.3 | 5.6 | TSLA:14.7%;QQQ:13.9%;HYG:10.5%;BRK.B:23.7%;GLD:13.9%;TLT:23.2% | US:53.7;EU:19.5;APAC:11.3;EM:10.7;Other:4.8 | Value:0.0;Growth:+0.8;Quality:+0.2;Size:+0.7;Momentum:+0.1;LowVol:-0.7 | null | 6 | 30 | 4.1 | trailing 9% | 144 | 22.1 | Bull | 16.8 | 3.76 | 3.3 | 81 | 34 | 68 | 59 | false | NoAction | Within bands; monitor | 31 | -10 | BrokerB | VWAP | 91 | null | null | Normal monitoring | 7 | -58 | 9 | 5 | false | Increase defensive factor exposure |
P5408 | Cautious | Trust | USD | 2025-12-18 | 563,546 | 76,181 | 487,365 | 1 | 40 | 36.8 | 12.5 | 10.7 | QQQ:22.1%;VOO:22.1%;HYG:22.1%;IEF:16.4%;MUB:10.1%;AAPL:7.2% | US:64.2;EU:17.1;APAC:7.6;EM:7.0;Other:4.2 | Value:+0.5;Growth:+0.5;Quality:-0.8;Size:+0.8;Momentum:-0.9;LowVol:-0.7 | ESGOnly;NoMargin | 5 | 25 | 4.8 | trailing 8% | 113 | 14.2 | Bull | 16 | 3.61 | 2.7 | 112 | 101 | 100 | 44 | false | Sell | Trim extended winner -1% | 35 | 11 | BrokerA | MKT | 90 | null | null | Normal monitoring | 9 | 14 | 19 | 5 | false | Increase defensive factor exposure |
P5409 | Opportunistic | Trust | USD | 2025-08-19 | 360,852 | 19,174 | 341,678 | 1.15 | 68.3 | 12.4 | 12.4 | 6.9 | VNQ:24.0%;XLF:14.0%;HYG:24.0%;BRK.B:14.9%;MSFT:23.1% | US:66.7;EU:7.9;APAC:12.7;EM:10.8;Other:2.0 | Value:-0.6;Growth:+0.1;Quality:-1.0;Size:-0.2;Momentum:-0.0;LowVol:-0.4 | MaxPos6% | 6 | 30 | 6.5 | hard 12% | 167 | 24.1 | Bull | 16.7 | 3.51 | 3.1 | 93 | 104 | 100 | 62 | false | Buy | Add to core equity +1% | 3 | -4 | BrokerA | MKT | 95 | null | null | Normal monitoring | -28 | -45 | 42 | 5 | false | Tighten stops on momentum names |
P5410 | Cautious | Trust | USD | 2025-11-03 | 214,106 | 21,229 | 192,877 | 1 | 42.3 | 43.8 | 2.9 | 10.9 | MUB:16.4%;AMZN:14.9%;BND:24.4%;TSLA:24.4%;VNQ:19.8% | US:61.6;EU:14.8;APAC:7.2;EM:11.6;Other:4.8 | Value:+0.9;Growth:+0.3;Quality:-0.9;Size:-0.3;Momentum:+0.1;LowVol:-0.3 | NoMargin | 5 | 25 | 4.6 | hard 10% | 109 | 18.5 | Sideways | 21.5 | 4.25 | 2.4 | 120 | 32 | 65 | 50 | false | Rebalance | Shift +1% to bonds from equity | 28 | 15 | BrokerC | MKT | 93 | null | null | Normal monitoring | 53 | -17 | 127 | 5 | false | Within IPS guidelines |
P5411 | Active | 401k | USD | 2024-10-21 | 2,093,788 | 202,265 | 1,891,523 | 1 | 54 | 31.5 | 7.3 | 7.2 | AMZN:33.3%;BRK.B:33.3%;MSFT:33.3% | US:62.7;EU:14.5;APAC:9.7;EM:8.7;Other:4.4 | Value:-0.2;Growth:-0.1;Quality:+0.8;Size:-0.8;Momentum:-0.9;LowVol:-0.0 | NoDerivatives | 8 | 25 | 4.3 | trailing 9% | 162 | 27.3 | Sideways | 18.9 | 5 | 2.7 | 104 | 11 | 62 | 57 | false | Rebalance | Shift +1% to bonds from equity | 35 | -18 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 68 | -24 | 172 | 4 | false | Tighten stops on momentum names |
P5412 | Opportunistic | 401k | USD | 2025-10-17 | 1,562,529 | 57,645 | 1,504,884 | 1 | 62.1 | 12.7 | 18.5 | 6.7 | VNQ:12.1%;MSFT:22.6%;QQQ:22.7%;AMZN:22.7%;MUB:19.8% | US:67.0;EU:13.3;APAC:12.1;EM:7.4;Other:0.2 | Value:-0.1;Growth:+0.8;Quality:+0.4;Size:-0.9;Momentum:-0.6;LowVol:+0.7 | MaxPos8% | 5 | 35 | 6.2 | hard 12% | 223 | 26.3 | Volatile | 25 | 4.42 | 4.3 | 118 | 69 | 82 | 58 | false | Rebalance | Shift +1% to bonds from equity | -5 | 5 | BrokerD | VWAP | 100 | null | null | Normal monitoring | 83 | -37 | 83 | 4 | false | Increase defensive factor exposure |
P5413 | Hands-off | 401k | USD | 2024-10-15 | 307,932 | 27,940 | 279,992 | 1 | 65.2 | 26.7 | 0 | 8 | QQQ:19.3%;XLF:22.7%;HYG:22.7%;AMZN:12.5%;MSFT:22.7% | US:64.2;EU:11.4;APAC:15.1;EM:7.7;Other:1.7 | Value:-0.2;Growth:+0.6;Quality:-0.2;Size:-1.0;Momentum:-0.3;LowVol:-0.6 | null | 8 | 35 | 3.9 | hard 10% | 100 | 19.7 | Volatile | 26.5 | 3.77 | 3.7 | 144 | 55 | 78 | 68 | false | Sell | Trim extended winner -1% | -7 | -1 | BrokerB | LMT | 89 | null | null | Normal monitoring | 65 | 7 | 42 | 5 | false | Increase defensive factor exposure |
P5414 | Opportunistic | IRA | USD | 2024-09-22 | 926,604 | 65,334 | 861,270 | 1 | 73.4 | 18.7 | 1.1 | 6.8 | TLT:8.6%;AMZN:16.8%;BRK.B:21.3%;MSFT:20.9%;IEF:11.2%;GLD:21.3% | US:63.6;EU:15.5;APAC:6.3;EM:12.8;Other:1.9 | Value:-0.9;Growth:-0.7;Quality:-0.8;Size:-0.1;Momentum:+0.1;LowVol:+0.8 | null | 8 | 30 | 6 | trailing 9% | 277 | 25.1 | Volatile | 24.6 | 3.6 | 4.3 | 153 | 21 | 65 | 66 | false | Rebalance | Shift +1% to bonds from equity | 25 | -14 | BrokerA | LMT | 90 | null | null | Normal monitoring | 104 | -18 | 240 | 4 | false | Tax-aware sells next window |
P5415 | Systematic | Trust | USD | 2025-11-22 | 691,872 | 60,503 | 631,369 | 1 | 61.5 | 29.8 | 0 | 8.7 | XLF:20.1%;GLD:9.6%;TLT:18.3%;BRK.B:18.6%;VTI:17.8%;AAPL:15.7% | US:64.9;EU:11.1;APAC:13.0;EM:7.0;Other:4.0 | Value:+0.7;Growth:-0.3;Quality:-0.1;Size:-0.1;Momentum:+0.8;LowVol:-0.8 | MaxPos8%;NoDerivatives | 7 | 25 | 6 | trailing 9% | 160 | 20.7 | Volatile | 30.5 | 4.99 | 2.8 | 179 | 14 | 42 | 78 | true | Hedge | Buy index puts 1% notional | -4 | -23 | BrokerC | LMT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -15 | 20 | -31 | 4 | false | Tax-aware sells next window |
P5416 | Systematic | 401k | USD | 2025-03-29 | 653,614 | 31,171 | 622,443 | 1 | 61.6 | 21.9 | 9.9 | 6.6 | GLD:23.8%;VTI:23.8%;AMZN:13.9%;VNQ:14.8%;TLT:23.8% | US:61.1;EU:17.2;APAC:16.1;EM:5.5;Other:0.0 | Value:-0.5;Growth:-0.1;Quality:+0.8;Size:+0.3;Momentum:+0.8;LowVol:+0.5 | null | 6 | 25 | 4.4 | hard 12% | 154 | 17.7 | Sideways | 16.6 | 3.8 | 3.3 | 133 | 18 | 66 | 43 | false | Buy | Add to core equity +1% | -2 | -15 | BrokerB | MKT | 93 | null | null | Normal monitoring | -53 | -36 | 53 | 4 | false | Increase defensive factor exposure |
P5417 | Active | Roth | USD | 2025-12-06 | 716,934 | 43,946 | 672,988 | 1 | 62.2 | 21.3 | 8.7 | 7.7 | BRK.B:33.3%;BND:33.3%;MUB:33.3% | US:68.5;EU:11.5;APAC:10.7;EM:6.5;Other:2.9 | Value:-0.9;Growth:-1.0;Quality:-0.4;Size:-0.2;Momentum:-1.0;LowVol:+0.7 | NoDerivatives | 6 | 30 | 5.6 | trailing 8% | 146 | 24.9 | Bear | 25.5 | 3.23 | 1.1 | 206 | -56 | 13 | 59 | false | Sell | Trim extended winner -1% | 29 | -39 | BrokerB | LMT | 100 | null | null | Normal monitoring | 89 | -13 | 210 | 5 | false | Within IPS guidelines |
P5418 | Active | Roth | USD | 2024-10-17 | 1,467,451 | 156,566 | 1,310,885 | 1 | 53.4 | 21.5 | 17.6 | 7.5 | VOO:27.9%;TSLA:21.4%;MUB:22.8%;BRK.B:27.9% | US:68.4;EU:10.3;APAC:13.8;EM:5.8;Other:1.8 | Value:+0.7;Growth:-0.5;Quality:+0.3;Size:-0.8;Momentum:-0.2;LowVol:-0.6 | null | 6 | 35 | 4.6 | trailing 9% | 178 | 21.5 | Volatile | 24.9 | 4.81 | 3.8 | 170 | 36 | 69 | 57 | false | Rebalance | Shift +1% to bonds from equity | 33 | -1 | BrokerA | LMT | 90 | null | null | Normal monitoring | -37 | 18 | -1 | 3 | false | Monitor dispersion and breadth |
P5419 | Systematic | Trust | USD | 2025-08-09 | 1,743,523 | 139,573 | 1,603,950 | 1 | 62.7 | 29.5 | 0 | 7.8 | XLF:25.8%;VTI:37.1%;BRK.B:37.1% | US:73.1;EU:5.3;APAC:11.7;EM:7.3;Other:2.5 | Value:-0.8;Growth:-0.2;Quality:-0.3;Size:+0.1;Momentum:+0.7;LowVol:+0.1 | MaxPos7% | 7 | 30 | 4.7 | hard 12% | 171 | 22.3 | Bull | 13.5 | 3.98 | 2.2 | 75 | 26 | 69 | 42 | false | Sell | Trim extended winner -1% | 27 | 5 | BrokerD | LMT | 94 | null | null | Normal monitoring | -51 | -7 | 10 | 5 | false | Within IPS guidelines |
P5420 | Cautious | 401k | USD | 2025-04-23 | 179,113 | 15,207 | 163,906 | 1 | 38.1 | 40.7 | 10.5 | 10.7 | VTI:26.7%;TLT:26.7%;VNQ:19.8%;QQQ:26.7% | US:76.1;EU:8.0;APAC:10.5;EM:4.7;Other:0.7 | Value:+0.6;Growth:+0.5;Quality:-1.0;Size:+0.2;Momentum:-0.9;LowVol:-0.8 | ESGOnly;MaxPos8%;NoMargin | 6 | 25 | 6 | hard 10% | 106 | 12.2 | Bear | 31.4 | 3.63 | 1.4 | 150 | -3 | 44 | 62 | false | Rebalance | Shift +1% to bonds from equity | 13 | -29 | BrokerD | MKT | 88 | null | null | Normal monitoring | 3 | -44 | -34 | 5 | false | Tighten stops on momentum names |
P5421 | Systematic | 401k | USD | 2024-08-15 | 871,752 | 42,332 | 829,420 | 1 | 56.7 | 23.6 | 11.2 | 8.5 | GLD:9.6%;QQQ:22.3%;VOO:19.2%;BRK.B:22.3%;TLT:15.9%;IEF:10.7% | US:73.3;EU:8.1;APAC:12.0;EM:4.4;Other:2.3 | Value:-0.3;Growth:+0.9;Quality:-0.4;Size:-0.9;Momentum:-0.6;LowVol:+0.5 | null | 7 | 25 | 4.9 | trailing 9% | 149 | 16.6 | Bear | 25.6 | 3.06 | 2.6 | 196 | 12 | 68 | 55 | true | Hedge | Buy index puts 1% notional | 22 | 0 | BrokerD | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 36 | -48 | 73 | 4 | true | Monitor dispersion and breadth |
P5422 | Active | Taxable | USD | 2025-10-26 | 1,999,331 | 234,529 | 1,764,802 | 1 | 65.5 | 26.9 | 0 | 7.6 | BRK.B:33.9%;VNQ:32.3%;BND:33.9% | US:61.3;EU:17.5;APAC:13.8;EM:6.6;Other:0.9 | Value:-0.1;Growth:+0.9;Quality:-0.6;Size:+0.5;Momentum:+0.7;LowVol:+0.2 | MaxPos6% | 7 | 25 | 5.7 | trailing 9% | 163 | 20.9 | Volatile | 20.8 | 4.31 | 3 | 170 | 56 | 69 | 69 | false | Sell | Trim extended winner -1% | 22 | 13 | BrokerA | LMT | 90 | null | null | Normal monitoring | 79 | -38 | 57 | 3 | false | Tax-aware sells next window |
P5423 | Hands-off | IRA | USD | 2024-08-02 | 235,868 | 11,828 | 224,040 | 1 | 68.6 | 25.8 | 0 | 5.7 | TLT:21.2%;BND:16.1%;MUB:12.4%;VNQ:17.3%;TSLA:21.3%;BRK.B:11.8% | US:71.4;EU:8.9;APAC:7.8;EM:10.3;Other:1.5 | Value:-0.3;Growth:+0.1;Quality:+0.4;Size:+0.4;Momentum:+0.1;LowVol:-0.2 | ESGOnly;MaxPos7% | 5 | 35 | 4.6 | trailing 10% | 153 | 12.7 | Bear | 27.5 | 3.89 | 1 | 208 | -45 | 25 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | 10 | BrokerA | VWAP | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 117 | -23 | 177 | 4 | false | Within IPS guidelines |
P5424 | Opportunistic | Taxable | USD | 2025-04-30 | 1,510,999 | 47,841 | 1,463,158 | 1 | 61.9 | 12.9 | 17.7 | 7.5 | TSLA:17.7%;BND:27.4%;GLD:27.4%;TLT:27.4% | US:58.7;EU:12.0;APAC:14.3;EM:12.5;Other:2.4 | Value:+0.6;Growth:+0.4;Quality:+0.3;Size:-0.0;Momentum:-0.1;LowVol:+0.5 | MaxPos8%;NoDerivatives | 8 | 30 | 5.9 | hard 12% | 201 | 22.3 | Bull | 14.9 | 3.85 | 2.5 | 118 | 36 | 76 | 51 | false | Rebalance | Shift +1% to bonds from equity | 26 | -11 | BrokerB | LMT | 89 | null | null | Normal monitoring | 74 | 11 | 98 | 4 | false | Within IPS guidelines |
P5425 | Opportunistic | Trust | USD | 2025-09-03 | 612,783 | 40,952 | 571,831 | 1.16 | 70.4 | 17 | 7.9 | 4.7 | AAPL:33.3%;XLF:33.3%;HYG:33.3% | US:68.8;EU:11.2;APAC:12.5;EM:5.0;Other:2.5 | Value:+0.5;Growth:+0.7;Quality:-0.6;Size:-0.3;Momentum:+1.0;LowVol:+0.2 | null | 7 | 25 | 5.6 | hard 12% | 279 | 23.2 | Sideways | 19.7 | 4.65 | 3 | 101 | 33 | 55 | 65 | false | Buy | Add to core equity +1% | -1 | -25 | BrokerA | MKT | 91 | null | null | Normal monitoring | -3 | -7 | -16 | 4 | false | Tax-aware sells next window |
P5426 | Systematic | 401k | USD | 2025-09-05 | 760,954 | 67,193 | 693,761 | 1 | 62.8 | 21 | 7.6 | 8.7 | XLF:26.1%;TSLA:21.6%;BRK.B:26.1%;IEF:26.1% | US:62.6;EU:14.3;APAC:8.1;EM:10.9;Other:4.1 | Value:+0.1;Growth:+0.5;Quality:0.0;Size:-0.5;Momentum:+0.6;LowVol:+1.0 | null | 6 | 35 | 4.4 | trailing 8% | 226 | 17.2 | Volatile | 27.5 | 4.9 | 2.6 | 127 | 15 | 52 | 67 | false | Hedge | Add TLT +1% as duration hedge | 20 | -14 | BrokerD | LMT | 95 | null | null | Normal monitoring | 4 | 6 | 144 | 4 | false | Within IPS guidelines |
P5427 | Cautious | 401k | USD | 2025-11-30 | 331,218 | 38,156 | 293,062 | 1 | 45.1 | 36.7 | 2.6 | 15.6 | MSFT:21.8%;HYG:18.8%;AMZN:21.8%;BRK.B:21.8%;VNQ:15.8% | US:68.7;EU:13.7;APAC:11.9;EM:4.4;Other:1.3 | Value:-0.2;Growth:+0.2;Quality:-0.6;Size:-0.1;Momentum:+0.5;LowVol:+0.4 | ESGOnly;MaxPos7%;NoMargin | 8 | 30 | 4.3 | trailing 8% | 160 | 17.5 | Bear | 22 | 3.17 | 1.7 | 214 | -15 | 49 | 59 | false | Hedge | Add TLT +1% as duration hedge | 3 | -1 | BrokerB | MKT | 92 | null | null | Normal monitoring | 111 | -24 | 221 | 5 | false | Within IPS guidelines |
P5428 | Active | 401k | USD | 2025-06-30 | 1,365,788 | 113,810 | 1,251,978 | 1 | 58.2 | 20.1 | 15 | 6.6 | VNQ:17.5%;MUB:10.1%;HYG:17.1%;BRK.B:14.7%;VTI:20.3%;AAPL:20.3% | US:72.7;EU:8.0;APAC:13.7;EM:3.4;Other:2.4 | Value:-0.9;Growth:-0.9;Quality:+0.6;Size:-0.2;Momentum:-0.8;LowVol:-0.5 | null | 8 | 35 | 4.3 | trailing 9% | 128 | 21.3 | Bear | 31.4 | 3.28 | 1.5 | 137 | -20 | 34 | 73 | true | Rebalance | Rebalance back to target bands | 18 | -19 | BrokerD | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 73 | 4 | 195 | 5 | false | Tax-aware sells next window |
P5429 | Opportunistic | Taxable | USD | 2024-07-04 | 465,537 | 25,571 | 439,966 | 1 | 60.6 | 19.2 | 15.6 | 4.5 | GLD:33.3%;VNQ:33.3%;VTI:33.3% | US:73.7;EU:10.5;APAC:8.1;EM:4.7;Other:3.1 | Value:-0.2;Growth:-0.1;Quality:+0.3;Size:+0.6;Momentum:-0.8;LowVol:-0.6 | null | 8 | 25 | 6.8 | hard 12% | 192 | 26.4 | Bull | 17.3 | 4.95 | 2.8 | 78 | 22 | 68 | 41 | false | Rebalance | Shift +1% to bonds from equity | 19 | -40 | BrokerC | VWAP | 88 | null | null | Normal monitoring | -30 | -23 | -6 | 3 | false | Increase defensive factor exposure |
P5430 | Active | IRA | USD | 2025-11-12 | 1,826,345 | 195,307 | 1,631,038 | 1 | 59.3 | 20.9 | 12.9 | 6.9 | MSFT:27.6%;HYG:27.6%;GLD:17.3%;VNQ:27.6% | US:62.1;EU:16.6;APAC:14.9;EM:5.1;Other:1.3 | Value:+0.1;Growth:+0.7;Quality:+0.5;Size:-0.1;Momentum:+0.7;LowVol:-0.3 | MaxPos8% | 8 | 25 | 5.7 | trailing 8% | 186 | 21.5 | Volatile | 24.2 | 4.06 | 2.4 | 172 | -10 | 40 | 72 | true | Hedge | Buy index puts 1% notional | -8 | 4 | BrokerA | MKT | 98 | VAR>budget | Reduce | Risk above budget threshold | 4 | -3 | 116 | 5 | true | Tighten stops on momentum names |
P5431 | Cautious | IRA | USD | 2025-04-16 | 566,092 | 65,681 | 500,411 | 1 | 35.6 | 33.3 | 15.2 | 15.9 | XLF:10.4%;TSLA:11.0%;BRK.B:26.2%;GLD:26.2%;IEF:26.2% | US:62.0;EU:17.6;APAC:6.8;EM:8.9;Other:4.7 | Value:+0.4;Growth:+0.1;Quality:+0.8;Size:-0.2;Momentum:+0.5;LowVol:-0.1 | MaxPos5%;NoMargin | 10 | 30 | 4.3 | trailing 10% | 90 | 15.4 | Bull | 16.3 | 4.53 | 2.1 | 113 | 53 | 61 | 30 | false | Buy | Add to core equity +1% | -2 | -33 | BrokerB | LMT | 96 | null | null | Normal monitoring | 8 | -44 | 40 | 4 | false | Monitor dispersion and breadth |
P5432 | Opportunistic | Trust | USD | 2024-11-07 | 998,287 | 36,241 | 962,046 | 1.19 | 65.5 | 10 | 16.4 | 8.1 | MUB:28.7%;AMZN:28.7%;VOO:28.7%;TLT:14.0% | US:59.3;EU:15.4;APAC:15.8;EM:4.0;Other:5.4 | Value:+0.1;Growth:+0.6;Quality:-0.2;Size:-0.5;Momentum:+0.7;LowVol:-0.7 | MaxPos7% | 8 | 25 | 6.4 | hard 12% | 249 | 20.7 | Bull | 14 | 4.18 | 3.2 | 113 | 6 | 52 | 43 | false | Buy | Add to core equity +1% | 22 | -15 | BrokerB | MKT | 91 | null | null | Normal monitoring | -28 | -53 | -5 | 4 | false | Increase defensive factor exposure |
P5433 | Hands-off | 401k | USD | 2025-10-15 | 732,388 | 54,284 | 678,104 | 1 | 63.8 | 25.8 | 3.9 | 6.5 | MSFT:12.8%;HYG:16.3%;MUB:23.7%;GLD:23.4%;IEF:23.7% | US:66.5;EU:6.4;APAC:7.5;EM:14.0;Other:5.6 | Value:+0.8;Growth:-0.4;Quality:-0.4;Size:+0.9;Momentum:-0.5;LowVol:+0.6 | NoDerivatives | 7 | 25 | 4 | trailing 8% | 159 | 16.5 | Volatile | 30.8 | 5.26 | 4.1 | 171 | 68 | 81 | 77 | true | Hedge | Buy index puts 1% notional | 3 | -39 | BrokerB | MKT | 98 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 59 | 0 | 130 | 4 | false | Tax-aware sells next window |
P5434 | Active | 401k | USD | 2024-09-23 | 2,089,141 | 140,106 | 1,949,035 | 1.11 | 59.9 | 27.3 | 3.7 | 9.1 | TSLA:23.5%;GLD:11.1%;HYG:18.4%;BRK.B:23.5%;XLF:23.5% | US:66.2;EU:7.3;APAC:12.7;EM:12.4;Other:1.4 | Value:+1.0;Growth:+0.2;Quality:-0.2;Size:+0.1;Momentum:+0.9;LowVol:+0.4 | MaxPos7%;NoDerivatives | 5 | 25 | 4.6 | trailing 9% | 129 | 23.1 | Bull | 16.8 | 4.75 | 2.6 | 99 | 97 | 100 | 53 | false | Sell | Trim extended winner -1% | 30 | -11 | BrokerC | LMT | 93 | null | null | Normal monitoring | 96 | -7 | 213 | 3 | false | Tighten stops on momentum names |
P5435 | Cautious | IRA | USD | 2025-05-06 | 377,526 | 40,314 | 337,212 | 1 | 38.1 | 40.4 | 7.6 | 13.8 | QQQ:26.4%;VNQ:27.0%;HYG:19.7%;VOO:27.0% | US:61.8;EU:10.3;APAC:14.4;EM:8.4;Other:5.0 | Value:+0.6;Growth:-0.2;Quality:-0.2;Size:-0.3;Momentum:+0.3;LowVol:-0.3 | ESGOnly;NoMargin | 10 | 25 | 4.9 | hard 10% | 141 | 16.4 | Bull | 17.7 | 3.74 | 2.4 | 89 | 36 | 83 | 45 | false | Sell | Trim extended winner -1% | 19 | 4 | BrokerC | MKT | 90 | null | null | Normal monitoring | 80 | 8 | 203 | 5 | false | Monitor dispersion and breadth |
P5436 | Hands-off | Trust | USD | 2024-08-09 | 281,506 | 13,319 | 268,187 | 1 | 59.6 | 20.9 | 11.1 | 8.4 | GLD:26.5%;BRK.B:20.4%;MSFT:26.5%;TSLA:26.5% | US:68.3;EU:9.5;APAC:8.9;EM:8.3;Other:5.0 | Value:0.0;Growth:-0.9;Quality:+0.6;Size:-0.7;Momentum:+0.6;LowVol:-0.4 | MaxPos5% | 7 | 30 | 5.4 | hard 10% | 102 | 14.5 | Volatile | 24.9 | 5.14 | 2.7 | 136 | -51 | 25 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | 12 | BrokerC | VWAP | 95 | VAR>budget | Reduce | Risk above budget threshold | 29 | -19 | 27 | 4 | false | Within IPS guidelines |
P5437 | Cautious | 401k | USD | 2025-03-05 | 805,137 | 91,768 | 713,369 | 1 | 37.7 | 44.5 | 4 | 13.9 | QQQ:35.1%;MSFT:29.8%;BND:35.1% | US:60.7;EU:11.0;APAC:15.2;EM:9.7;Other:3.4 | Value:-0.7;Growth:+0.9;Quality:-0.2;Size:+0.8;Momentum:-0.6;LowVol:+0.8 | ESGOnly;NoMargin | 8 | 35 | 3.9 | trailing 8% | 124 | 15.2 | Bull | 18 | 4.42 | 2.4 | 110 | 39 | 62 | 37 | false | Sell | Trim extended winner -1% | 22 | -1 | BrokerB | MKT | 100 | null | null | Normal monitoring | 42 | -2 | 118 | 3 | false | Tighten stops on momentum names |
P5438 | Active | Roth | USD | 2024-10-01 | 591,788 | 51,461 | 540,327 | 1 | 59.1 | 29.9 | 2.7 | 8.3 | IEF:33.3%;AAPL:33.3%;MUB:33.3% | US:68.7;EU:9.2;APAC:5.8;EM:11.9;Other:4.3 | Value:-0.6;Growth:-1.0;Quality:+0.8;Size:+1.0;Momentum:+0.6;LowVol:+0.5 | null | 5 | 35 | 5.8 | trailing 9% | 203 | 25.8 | Bull | 15.5 | 4.41 | 3.3 | 81 | 117 | 100 | 51 | false | Buy | Add to core equity +1% | -2 | -34 | BrokerC | MKT | 99 | null | null | Normal monitoring | 65 | -19 | 46 | 3 | false | Tax-aware sells next window |
P5439 | Systematic | Trust | USD | 2025-11-03 | 1,695,576 | 96,563 | 1,599,013 | 1 | 63.9 | 30.7 | 0 | 5.4 | VNQ:21.6%;VOO:26.4%;AAPL:26.4%;AMZN:25.7% | US:64.0;EU:18.5;APAC:10.0;EM:4.4;Other:3.1 | Value:+0.4;Growth:+0.6;Quality:+0.5;Size:+0.5;Momentum:+0.7;LowVol:+0.1 | null | 8 | 35 | 5.3 | trailing 8% | 128 | 20.5 | Volatile | 21.8 | 4.97 | 2.6 | 160 | 28 | 66 | 57 | true | Hedge | Buy index puts 1% notional | -13 | -6 | BrokerD | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | 6 | -41 | 65 | 2 | false | Within IPS guidelines |
P5440 | Opportunistic | Taxable | USD | 2025-07-25 | 316,707 | 21,897 | 294,810 | 1 | 60.4 | 15.4 | 18.6 | 5.5 | HYG:16.2%;TLT:10.0%;MSFT:21.1%;AAPL:7.4%;AMZN:22.6%;QQQ:22.6% | US:73.7;EU:6.0;APAC:12.5;EM:5.3;Other:2.5 | Value:+0.9;Growth:-0.1;Quality:+1.0;Size:-0.5;Momentum:-0.0;LowVol:+0.4 | MaxPos5% | 6 | 25 | 6.7 | hard 12% | 272 | 22.2 | Volatile | 25.9 | 5.47 | 2.3 | 136 | 63 | 81 | 73 | true | Rebalance | Rebalance back to target bands | 22 | 15 | BrokerC | LMT | 94 | VAR>budget | Hedge | Risk above budget threshold | 115 | -14 | 214 | 3 | false | Monitor dispersion and breadth |
P5441 | Opportunistic | 401k | USD | 2025-05-21 | 758,869 | 68,067 | 690,802 | 1.23 | 66.7 | 17.5 | 7.8 | 7.9 | QQQ:33.3%;IEF:33.3%;VTI:33.3% | US:61.4;EU:19.2;APAC:11.5;EM:6.4;Other:1.4 | Value:+0.5;Growth:-0.9;Quality:-0.4;Size:+0.2;Momentum:+0.8;LowVol:-0.5 | MaxPos7%;NoDerivatives | 7 | 30 | 4.3 | trailing 9% | 166 | 28.2 | Volatile | 25.3 | 4.16 | 4 | 150 | 1 | 44 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | -30 | BrokerA | MKT | 85 | VAR>budget | Hedge | Risk above budget threshold | -3 | -41 | 28 | 3 | false | Within IPS guidelines |
P5442 | Cautious | Taxable | USD | 2024-12-05 | 182,336 | 28,541 | 153,795 | 1 | 40.2 | 41.4 | 6 | 12.3 | AAPL:26.9%;QQQ:26.9%;GLD:19.3%;IEF:26.9% | US:59.5;EU:18.3;APAC:11.9;EM:7.3;Other:3.1 | Value:-0.1;Growth:+0.2;Quality:+0.8;Size:-0.3;Momentum:-0.9;LowVol:-0.8 | NoMargin | 5 | 35 | 3.3 | hard 10% | 108 | 19.5 | Volatile | 22.2 | 3.79 | 3 | 115 | -44 | 38 | 44 | false | NoAction | Within bands; monitor | -1 | -32 | BrokerB | MKT | 0 | null | null | Normal monitoring | 44 | -33 | 61 | 3 | false | Tax-aware sells next window |
P5443 | Active | Trust | USD | 2024-11-28 | 710,804 | 54,908 | 655,896 | 1.2 | 64.5 | 26.1 | 4 | 5.3 | GLD:22.2%;AAPL:9.9%;MSFT:23.1%;VTI:21.9%;BND:23.1% | US:58.6;EU:17.1;APAC:11.8;EM:10.2;Other:2.4 | Value:-0.7;Growth:-0.1;Quality:-0.4;Size:+0.5;Momentum:+0.6;LowVol:-1.0 | null | 8 | 35 | 4.5 | hard 12% | 177 | 23.6 | Bull | 12.3 | 3.57 | 2.8 | 82 | 81 | 100 | 44 | false | Buy | Add to core equity +1% | 24 | 5 | BrokerA | LMT | 91 | null | null | Normal monitoring | 16 | -59 | 16 | 3 | false | Increase defensive factor exposure |
P5444 | Cautious | Trust | USD | 2025-10-18 | 689,176 | 103,812 | 585,364 | 1 | 35.3 | 31 | 16.6 | 17.1 | BND:22.7%;BRK.B:7.8%;GLD:22.7%;XLF:9.0%;MUB:22.7%;VOO:15.2% | US:66.5;EU:12.0;APAC:9.3;EM:11.8;Other:0.4 | Value:+0.2;Growth:0.0;Quality:+0.1;Size:-0.6;Momentum:+0.5;LowVol:-0.7 | MaxPos8%;NoMargin | 7 | 35 | 6 | trailing 8% | 95 | 16.5 | Bull | 14.7 | 4.4 | 3.1 | 81 | 69 | 97 | 20 | false | Rebalance | Shift +1% to bonds from equity | 30 | -8 | BrokerC | LMT | 90 | null | null | Normal monitoring | 32 | -34 | 127 | 3 | false | Within IPS guidelines |
P5445 | Systematic | Roth | USD | 2025-06-02 | 1,236,648 | 89,594 | 1,147,054 | 1 | 61.9 | 31.4 | 0 | 6.7 | QQQ:21.7%;AAPL:12.2%;TLT:11.2%;AMZN:12.9%;VNQ:20.4%;TSLA:21.7% | US:63.6;EU:11.7;APAC:11.3;EM:10.5;Other:2.9 | Value:-0.1;Growth:+0.8;Quality:-0.3;Size:-0.4;Momentum:-0.5;LowVol:+0.3 | null | 10 | 25 | 5.9 | trailing 8% | 196 | 26.4 | Sideways | 19.2 | 4.99 | 2.3 | 127 | 27 | 73 | 62 | true | Hedge | Buy index puts 1% notional | -5 | -26 | BrokerC | VWAP | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 53 | 13 | 189 | 4 | false | Within IPS guidelines |
P5446 | Hands-off | 401k | USD | 2025-05-18 | 201,110 | 18,212 | 182,898 | 1 | 69 | 23 | 0 | 7.9 | MUB:24.7%;XLF:12.9%;HYG:24.7%;TSLA:24.7%;GLD:13.0% | US:59.4;EU:20.2;APAC:12.7;EM:4.6;Other:3.1 | Value:-0.4;Growth:-0.0;Quality:-0.7;Size:-0.1;Momentum:-0.5;LowVol:+0.9 | ESGOnly | 10 | 35 | 5.6 | hard 10% | 109 | 12.2 | Bull | 17.7 | 4.96 | 2.7 | 85 | 61 | 70 | 49 | false | NoAction | Within bands; monitor | 20 | -39 | BrokerD | MKT | 0 | null | null | Normal monitoring | 54 | 8 | 175 | 4 | false | Within IPS guidelines |
P5447 | Opportunistic | Roth | USD | 2025-11-05 | 433,147 | 13,415 | 419,732 | 1.24 | 60.3 | 10.1 | 21 | 8.6 | BND:16.5%;XLF:10.5%;VOO:16.2%;TLT:17.8%;VNQ:19.1%;IEF:20.0% | US:68.3;EU:8.7;APAC:13.4;EM:6.9;Other:2.7 | Value:-0.2;Growth:-0.7;Quality:-0.3;Size:+0.5;Momentum:-0.4;LowVol:-0.6 | MaxPos5%;NoDerivatives | 5 | 25 | 4.2 | trailing 7% | 239 | 33.7 | Bull | 13.9 | 3.51 | 2.6 | 98 | 13 | 57 | 37 | false | Sell | Trim extended winner -1% | 7 | -18 | BrokerD | LMT | 91 | null | null | Normal monitoring | 26 | -39 | -5 | 5 | false | Tax-aware sells next window |
P5448 | Hands-off | 401k | USD | 2025-12-11 | 546,771 | 34,246 | 512,525 | 1 | 73.1 | 15.1 | 2.7 | 9.2 | AAPL:24.7%;QQQ:24.7%;IEF:15.3%;TLT:24.7%;VNQ:10.7% | US:75.9;EU:10.8;APAC:9.2;EM:3.7;Other:0.3 | Value:-0.6;Growth:+0.3;Quality:+0.1;Size:+0.4;Momentum:+0.9;LowVol:+0.6 | ESGOnly;MaxPos8% | 7 | 25 | 5.7 | hard 10% | 156 | 13.1 | Bull | 16.9 | 4.26 | 2.3 | 116 | 69 | 77 | 61 | false | Buy | Add to core equity +1% | -8 | -22 | BrokerD | LMT | 92 | null | null | Normal monitoring | 82 | -45 | 46 | 4 | false | Increase defensive factor exposure |
P5449 | Opportunistic | Trust | USD | 2025-04-30 | 649,644 | 28,478 | 621,166 | 1 | 73 | 16.7 | 4.1 | 6.1 | BRK.B:33.3%;GLD:33.3%;MSFT:33.3% | US:69.6;EU:6.7;APAC:14.0;EM:7.9;Other:1.9 | Value:+0.3;Growth:+0.3;Quality:+1.0;Size:+0.4;Momentum:+0.1;LowVol:-0.7 | null | 7 | 30 | 4.1 | hard 12% | 278 | 32.1 | Bear | 29.4 | 3.38 | 1.4 | 196 | -91 | 5 | 89 | true | Hedge | Buy index puts 1% notional | 30 | 10 | BrokerA | VWAP | 96 | VAR>budget | Hedge | Risk above budget threshold | 15 | -44 | 148 | 4 | false | Monitor dispersion and breadth |
P5450 | Systematic | Taxable | USD | 2025-12-14 | 1,806,558 | 141,135 | 1,665,423 | 1 | 59.2 | 30.8 | 4.9 | 5.2 | HYG:16.8%;VOO:20.4%;GLD:13.0%;VTI:22.8%;AMZN:14.1%;XLF:12.8% | US:66.0;EU:14.2;APAC:12.1;EM:3.8;Other:3.9 | Value:-0.6;Growth:-0.7;Quality:+0.5;Size:-0.4;Momentum:+0.7;LowVol:-0.8 | null | 5 | 30 | 4.8 | hard 12% | 198 | 24.9 | Sideways | 16.6 | 4.99 | 2.2 | 120 | 54 | 77 | 40 | false | Buy | Add to core equity +1% | 12 | -9 | BrokerC | MKT | 86 | null | null | Normal monitoring | 92 | 2 | 53 | 3 | false | Tax-aware sells next window |
P5451 | Active | IRA | USD | 2025-07-28 | 2,116,383 | 152,360 | 1,964,023 | 1 | 62.1 | 18.1 | 10.6 | 9.1 | VTI:33.3%;TSLA:33.3%;AMZN:33.3% | US:64.7;EU:16.5;APAC:10.0;EM:5.9;Other:2.9 | Value:-0.9;Growth:+0.6;Quality:-0.6;Size:-0.1;Momentum:+0.4;LowVol:+1.0 | null | 8 | 25 | 4.9 | trailing 8% | 206 | 16.5 | Bear | 27.2 | 3.08 | 3 | 168 | -111 | 6 | 79 | true | Hedge | Buy index puts 1% notional | 32 | -3 | BrokerA | MKT | 96 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 23 | -49 | -2 | 4 | false | Increase defensive factor exposure |
P5452 | Hands-off | Roth | USD | 2025-03-19 | 183,800 | 14,906 | 168,894 | 1 | 67.1 | 20.1 | 5 | 7.9 | GLD:20.1%;VNQ:18.1%;TLT:12.8%;MSFT:12.3%;XLF:17.9%;IEF:18.7% | US:66.6;EU:10.7;APAC:9.1;EM:9.5;Other:4.1 | Value:+0.8;Growth:+0.7;Quality:-0.7;Size:-0.6;Momentum:-0.3;LowVol:+0.3 | ESGOnly;MaxPos8% | 10 | 25 | 5.6 | hard 10% | 98 | 13.2 | Bear | 24.6 | 4.14 | 3 | 159 | -57 | 17 | 63 | false | Buy | Add to core equity +1% | 7 | -20 | BrokerA | MKT | 99 | null | null | Normal monitoring | -7 | -45 | 127 | 3 | false | Increase defensive factor exposure |
P5453 | Hands-off | Roth | USD | 2025-11-30 | 899,496 | 54,252 | 845,244 | 1 | 56.1 | 29.2 | 9.1 | 5.6 | AMZN:26.1%;VOO:37.0%;IEF:37.0% | US:63.8;EU:15.6;APAC:9.8;EM:6.4;Other:4.5 | Value:+0.2;Growth:-0.7;Quality:+0.3;Size:-0.4;Momentum:-0.6;LowVol:-0.5 | ESGOnly | 6 | 30 | 3.8 | hard 10% | 163 | 17.2 | Bear | 23.1 | 3.03 | 1.4 | 166 | -68 | 15 | 49 | false | Hedge | Add TLT +1% as duration hedge | 20 | -13 | BrokerB | VWAP | 93 | null | null | Normal monitoring | -43 | 6 | -32 | 3 | false | Tax-aware sells next window |
P5454 | Hands-off | Roth | USD | 2025-06-15 | 245,096 | 15,980 | 229,116 | 1 | 61.5 | 26.7 | 4.5 | 7.3 | GLD:20.4%;TSLA:12.8%;MSFT:9.7%;AMZN:20.9%;QQQ:15.2%;VNQ:20.9% | US:72.6;EU:14.6;APAC:5.1;EM:6.9;Other:0.8 | Value:+0.2;Growth:-0.0;Quality:+0.5;Size:+0.1;Momentum:-1.0;LowVol:-0.3 | MaxPos5%;NoDerivatives | 5 | 30 | 4.1 | trailing 8% | 134 | 15.6 | Bear | 26.3 | 3.99 | 2.9 | 211 | -52 | 31 | 60 | false | Sell | Trim extended winner -1% | 10 | -1 | BrokerA | LMT | 90 | null | null | Normal monitoring | -33 | 15 | -8 | 5 | false | Increase defensive factor exposure |
P5455 | Cautious | Taxable | USD | 2024-10-03 | 494,767 | 64,552 | 430,215 | 1 | 41.5 | 35.3 | 11.7 | 11.5 | XLF:25.0%;QQQ:25.0%;BND:25.0%;VNQ:25.0% | US:63.4;EU:17.7;APAC:12.5;EM:3.4;Other:3.1 | Value:+0.2;Growth:-0.8;Quality:+0.2;Size:+0.6;Momentum:-0.4;LowVol:+0.4 | MaxPos8%;NoDerivatives;NoMargin | 6 | 35 | 3.6 | trailing 8% | 157 | 17.7 | Bull | 12.3 | 4.69 | 2.7 | 96 | 83 | 100 | 24 | false | Rebalance | Shift +1% to bonds from equity | 24 | -27 | BrokerA | MKT | 88 | null | null | Normal monitoring | 32 | -19 | 110 | 3 | false | Tighten stops on momentum names |
P5456 | Active | Roth | USD | 2024-08-23 | 773,759 | 78,315 | 695,444 | 1 | 66 | 20.6 | 6.9 | 6.4 | TLT:20.8%;MUB:26.4%;QQQ:26.4%;BND:26.4% | US:68.1;EU:17.0;APAC:7.4;EM:3.6;Other:3.9 | Value:-0.5;Growth:+0.3;Quality:-0.3;Size:+0.8;Momentum:+0.7;LowVol:-0.2 | null | 6 | 25 | 4.3 | trailing 8% | 220 | 20.7 | Sideways | 20.5 | 4.82 | 2.5 | 130 | 44 | 86 | 58 | false | Hedge | Add TLT +1% as duration hedge | 2 | 10 | BrokerB | MKT | 89 | null | null | Normal monitoring | 88 | -12 | 76 | 3 | false | Tax-aware sells next window |
P5457 | Hands-off | Trust | USD | 2025-05-18 | 606,477 | 53,537 | 552,940 | 1 | 60.5 | 27.7 | 6 | 5.8 | HYG:21.6%;XLF:15.3%;GLD:10.7%;VNQ:9.4%;MSFT:21.6%;TSLA:21.6% | US:75.0;EU:6.6;APAC:7.1;EM:9.4;Other:1.9 | Value:+0.9;Growth:-0.6;Quality:-0.7;Size:-0.1;Momentum:-0.5;LowVol:+0.3 | ESGOnly;NoDerivatives | 7 | 25 | 5 | trailing 8% | 99 | 17.8 | Sideways | 18.2 | 4.02 | 2.7 | 102 | 36 | 72 | 50 | false | Sell | Trim extended winner -1% | 33 | -13 | BrokerD | LMT | 100 | null | null | Normal monitoring | -33 | -40 | -41 | 3 | false | Increase defensive factor exposure |
P5458 | Opportunistic | IRA | USD | 2025-06-01 | 526,958 | 30,679 | 496,279 | 1.14 | 67.3 | 21.4 | 3 | 8.3 | GLD:8.8%;MUB:19.2%;IEF:21.2%;BRK.B:18.5%;TLT:21.2%;HYG:11.0% | US:75.2;EU:13.0;APAC:7.0;EM:4.3;Other:0.5 | Value:-0.4;Growth:+0.1;Quality:-0.8;Size:-0.8;Momentum:-0.9;LowVol:+0.5 | NoDerivatives | 7 | 25 | 6.4 | hard 12% | 211 | 33.8 | Bull | 12.7 | 4.75 | 3.1 | 82 | 110 | 90 | 37 | false | Sell | Trim extended winner -1% | 1 | 12 | BrokerB | MKT | 95 | null | null | Normal monitoring | 34 | -4 | 57 | 5 | false | Monitor dispersion and breadth |
P5459 | Hands-off | Taxable | USD | 2025-10-21 | 448,830 | 40,166 | 408,664 | 1 | 64.4 | 23.2 | 2.7 | 9.7 | BRK.B:13.0%;BND:24.7%;VOO:24.7%;QQQ:17.1%;MUB:20.5% | US:63.2;EU:10.3;APAC:12.3;EM:10.3;Other:3.9 | Value:+0.9;Growth:+0.3;Quality:-0.5;Size:+0.6;Momentum:-0.1;LowVol:-0.9 | ESGOnly;NoDerivatives | 8 | 25 | 5.1 | trailing 8% | 112 | 14.1 | Bear | 22.3 | 3.59 | 1.8 | 169 | -34 | 48 | 58 | false | Hedge | Add TLT +1% as duration hedge | 16 | -12 | BrokerD | MKT | 87 | null | null | Normal monitoring | -5 | -18 | 88 | 4 | false | Tighten stops on momentum names |
P5460 | Cautious | Roth | USD | 2025-07-01 | 183,343 | 27,001 | 156,342 | 1 | 44.7 | 37.1 | 7.9 | 10.3 | AMZN:33.3%;VTI:33.3%;QQQ:33.3% | US:59.9;EU:10.3;APAC:15.5;EM:12.5;Other:1.9 | Value:-0.1;Growth:+0.3;Quality:+0.3;Size:+0.6;Momentum:0.0;LowVol:+0.3 | MaxPos8%;NoDerivatives;NoMargin | 6 | 35 | 5.4 | trailing 8% | 168 | 12.9 | Bull | 17.9 | 4.7 | 2.9 | 102 | 113 | 100 | 42 | false | Rebalance | Shift +1% to bonds from equity | 2 | 2 | BrokerD | MKT | 98 | null | null | Normal monitoring | 102 | -41 | 81 | 5 | false | Monitor dispersion and breadth |
P5461 | Cautious | Taxable | USD | 2025-09-30 | 750,119 | 114,695 | 635,424 | 1 | 46.6 | 42.3 | 0 | 11.1 | VOO:33.3%;IEF:33.3%;BRK.B:33.3% | US:73.4;EU:6.2;APAC:14.1;EM:3.6;Other:2.7 | Value:-0.8;Growth:-0.6;Quality:-0.3;Size:-1.0;Momentum:+0.8;LowVol:0.0 | ESGOnly;NoMargin | 7 | 30 | 3.5 | hard 10% | 169 | 16.5 | Volatile | 23.7 | 3.87 | 2.4 | 147 | -53 | 10 | 56 | false | NoAction | Within bands; monitor | 8 | 13 | BrokerC | MKT | 0 | null | null | Normal monitoring | -39 | -22 | 23 | 5 | false | Tighten stops on momentum names |
P5462 | Hands-off | 401k | USD | 2025-08-23 | 316,902 | 22,574 | 294,328 | 1 | 68.4 | 24.2 | 0 | 7.4 | GLD:13.4%;QQQ:20.6%;MSFT:22.0%;VOO:22.0%;TSLA:22.0% | US:59.5;EU:18.8;APAC:9.8;EM:8.8;Other:3.1 | Value:-0.8;Growth:-0.3;Quality:-0.1;Size:+0.1;Momentum:+0.7;LowVol:+0.2 | ESGOnly | 7 | 30 | 3.8 | trailing 8% | 91 | 13.4 | Volatile | 31.6 | 3.71 | 2.7 | 179 | 21 | 61 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | -37 | BrokerD | MKT | 97 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 30 | -28 | 63 | 2 | false | Increase defensive factor exposure |
P5463 | Systematic | Trust | USD | 2025-05-02 | 718,722 | 30,585 | 688,137 | 1 | 65.4 | 21.3 | 7.2 | 6.1 | TSLA:25.4%;MUB:25.4%;TLT:25.4%;IEF:23.7% | US:70.3;EU:10.9;APAC:7.9;EM:6.5;Other:4.5 | Value:-0.1;Growth:+0.8;Quality:+0.4;Size:+0.3;Momentum:+0.4;LowVol:-0.4 | NoDerivatives | 5 | 25 | 4.3 | trailing 8% | 214 | 24.4 | Bull | 13.3 | 4.41 | 2.9 | 86 | 103 | 90 | 35 | false | Rebalance | Shift +1% to bonds from equity | -8 | -18 | BrokerC | VWAP | 98 | null | null | Normal monitoring | 27 | -40 | 137 | 5 | false | Tax-aware sells next window |
P5464 | Hands-off | Roth | USD | 2025-06-18 | 296,340 | 18,359 | 277,981 | 1 | 73 | 21 | 0 | 6 | MSFT:12.9%;VOO:23.7%;GLD:23.7%;XLF:18.5%;BRK.B:21.3% | US:64.3;EU:9.7;APAC:15.0;EM:9.1;Other:1.9 | Value:-1.0;Growth:-0.6;Quality:+0.1;Size:-0.0;Momentum:+0.6;LowVol:+0.9 | ESGOnly;MaxPos6% | 8 | 35 | 5.5 | trailing 10% | 146 | 16.1 | Volatile | 20.2 | 5.15 | 2.1 | 141 | 5 | 47 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | 14 | BrokerB | VWAP | 96 | VAR>budget | Hedge | Risk above budget threshold | -35 | -11 | 104 | 5 | false | Tighten stops on momentum names |
P5465 | Cautious | Trust | USD | 2025-04-28 | 637,381 | 79,092 | 558,289 | 1 | 47.7 | 42.1 | 0 | 10.2 | BND:24.6%;XLF:20.9%;VOO:24.6%;IEF:17.5%;AMZN:12.4% | US:67.4;EU:11.8;APAC:12.6;EM:3.7;Other:4.5 | Value:-1.0;Growth:-0.3;Quality:-0.4;Size:0.0;Momentum:-0.6;LowVol:+0.7 | NoMargin | 6 | 30 | 4.1 | trailing 8% | 147 | 17.3 | Bear | 26.4 | 4.05 | 2.4 | 143 | 12 | 51 | 51 | false | Rebalance | Shift +1% to bonds from equity | -10 | -21 | BrokerC | LMT | 86 | null | null | Normal monitoring | -45 | 9 | -23 | 3 | false | Increase defensive factor exposure |
P5466 | Opportunistic | Taxable | USD | 2025-04-15 | 960,617 | 50,714 | 909,903 | 1.19 | 73.1 | 11.5 | 8.8 | 6.6 | BRK.B:33.3%;MUB:33.3%;VTI:33.3% | US:63.5;EU:8.9;APAC:13.7;EM:10.5;Other:3.4 | Value:-0.1;Growth:+1.0;Quality:+0.9;Size:+0.4;Momentum:-0.7;LowVol:-0.1 | NoDerivatives | 6 | 35 | 6.6 | trailing 9% | 266 | 25.6 | Sideways | 16 | 4.21 | 2.9 | 104 | 13 | 71 | 65 | false | Hedge | Add TLT +1% as duration hedge | -6 | -6 | BrokerB | MKT | 95 | null | null | Normal monitoring | -42 | -8 | -64 | 3 | false | Tighten stops on momentum names |
P5467 | Active | Trust | USD | 2025-01-27 | 636,847 | 64,541 | 572,306 | 1 | 60 | 18.6 | 14.8 | 6.6 | GLD:17.3%;BND:23.3%;BRK.B:10.9%;IEF:23.3%;QQQ:13.9%;VNQ:11.4% | US:62.5;EU:15.7;APAC:8.2;EM:10.6;Other:3.0 | Value:+0.2;Growth:-0.2;Quality:-1.0;Size:-0.2;Momentum:-0.0;LowVol:+0.2 | NoDerivatives | 7 | 35 | 5.5 | trailing 9% | 179 | 22 | Sideways | 21.9 | 4.09 | 3.2 | 122 | 51 | 69 | 50 | false | NoAction | Within bands; monitor | 23 | -14 | BrokerD | MKT | 0 | null | null | Normal monitoring | -50 | -42 | -17 | 5 | false | Increase defensive factor exposure |
P5468 | Systematic | Roth | USD | 2024-11-24 | 960,683 | 77,792 | 882,891 | 1 | 55.7 | 25.4 | 11.3 | 7.7 | MUB:18.3%;VNQ:27.2%;TLT:27.2%;MSFT:27.2% | US:68.4;EU:11.8;APAC:11.2;EM:3.5;Other:5.2 | Value:+0.5;Growth:-0.8;Quality:+0.5;Size:+0.2;Momentum:0.0;LowVol:-0.3 | MaxPos6% | 7 | 25 | 5.9 | trailing 8% | 213 | 25.9 | Sideways | 14.1 | 3.93 | 3 | 128 | 57 | 71 | 33 | false | NoAction | Within bands; monitor | -10 | 8 | BrokerC | MKT | 0 | null | null | Normal monitoring | -51 | -14 | -70 | 3 | false | Tighten stops on momentum names |
P5469 | Active | Taxable | USD | 2025-03-07 | 1,879,074 | 112,806 | 1,766,268 | 1 | 52.2 | 18.7 | 20.6 | 8.5 | BND:24.8%;MSFT:25.7%;VNQ:23.9%;VTI:25.7% | US:62.1;EU:15.9;APAC:10.2;EM:8.3;Other:3.6 | Value:-0.8;Growth:-0.6;Quality:-0.3;Size:+0.7;Momentum:-0.7;LowVol:+0.3 | NoDerivatives | 10 | 25 | 5 | trailing 8% | 172 | 20.6 | Volatile | 31.6 | 3.98 | 2.3 | 123 | -32 | 34 | 68 | false | NoAction | Within bands; monitor | 20 | -17 | BrokerA | LMT | 95 | null | null | Normal monitoring | 7 | -60 | 21 | 5 | false | Within IPS guidelines |
P5470 | Hands-off | 401k | USD | 2025-05-27 | 641,615 | 34,919 | 606,696 | 1 | 69.3 | 22.8 | 0 | 7.9 | TLT:23.1%;AMZN:23.1%;BRK.B:13.9%;HYG:16.7%;MUB:23.1% | US:54.7;EU:17.2;APAC:14.2;EM:11.9;Other:2.0 | Value:+0.9;Growth:+0.8;Quality:-0.7;Size:0.0;Momentum:+0.7;LowVol:+0.1 | ESGOnly;MaxPos6% | 5 | 25 | 4.8 | trailing 8% | 101 | 15.7 | Bull | 12.6 | 4.43 | 3.3 | 84 | 37 | 70 | 43 | true | Rebalance | Rebalance back to target bands | -8 | -27 | BrokerB | MKT | 100 | VAR>budget | Pause | Risk above budget threshold | 59 | 0 | 193 | 2 | false | Tighten stops on momentum names |
P5471 | Cautious | Trust | USD | 2024-07-24 | 537,958 | 74,223 | 463,735 | 1 | 44.6 | 32.1 | 6 | 17.4 | BRK.B:21.7%;QQQ:14.9%;TLT:21.7%;AAPL:19.9%;GLD:21.7% | US:65.9;EU:13.4;APAC:12.7;EM:3.6;Other:4.3 | Value:+0.8;Growth:-0.5;Quality:-0.9;Size:-0.6;Momentum:-0.1;LowVol:+0.9 | MaxPos7%;NoMargin | 7 | 25 | 5.6 | trailing 10% | 105 | 14.3 | Volatile | 22.2 | 4.31 | 4.5 | 122 | 41 | 56 | 57 | false | Sell | Trim extended winner -1% | -11 | 5 | BrokerD | VWAP | 88 | null | null | Normal monitoring | 99 | -13 | 213 | 3 | false | Monitor dispersion and breadth |
P5472 | Cautious | Roth | USD | 2025-01-02 | 837,051 | 69,607 | 767,444 | 1 | 35.7 | 30.5 | 17.5 | 16.3 | VOO:33.3%;BRK.B:33.3%;IEF:33.3% | US:68.4;EU:14.6;APAC:7.1;EM:6.2;Other:3.7 | Value:+0.3;Growth:-0.5;Quality:-0.4;Size:-0.0;Momentum:-0.2;LowVol:+0.7 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 5 | trailing 8% | 165 | 12.7 | Bear | 22 | 4.35 | 1.2 | 214 | -106 | 5 | 39 | false | Buy | Add to core equity +1% | 33 | 3 | BrokerB | LMT | 100 | null | null | Normal monitoring | -3 | -2 | 49 | 3 | false | Tighten stops on momentum names |
P5473 | Opportunistic | Taxable | USD | 2025-07-03 | 333,015 | 13,419 | 319,596 | 1.17 | 68.1 | 15.4 | 8.5 | 8 | VNQ:19.7%;IEF:14.5%;MUB:21.9%;HYG:12.8%;QQQ:21.9%;MSFT:9.1% | US:64.6;EU:9.0;APAC:13.5;EM:9.1;Other:3.8 | Value:-0.9;Growth:-0.4;Quality:-0.5;Size:-0.4;Momentum:+0.5;LowVol:+0.9 | MaxPos5% | 10 | 35 | 4 | trailing 9% | 194 | 26.2 | Volatile | 24.7 | 4.11 | 3 | 150 | -47 | 13 | 66 | false | Rebalance | Shift +1% to bonds from equity | 0 | -33 | BrokerB | MKT | 90 | null | null | Normal monitoring | -31 | 5 | -11 | 4 | false | Tighten stops on momentum names |
P5474 | Active | Taxable | USD | 2024-09-23 | 1,032,974 | 67,438 | 965,536 | 1 | 58.1 | 26.8 | 6.8 | 8.4 | VTI:22.4%;MSFT:24.9%;VOO:16.1%;TSLA:11.8%;IEF:24.9% | US:74.4;EU:13.6;APAC:7.1;EM:3.6;Other:1.4 | Value:+0.2;Growth:-0.3;Quality:-0.4;Size:+0.8;Momentum:0.0;LowVol:-0.5 | NoDerivatives | 8 | 30 | 5 | trailing 8% | 225 | 26.3 | Bull | 17.2 | 4.31 | 3.2 | 108 | 116 | 98 | 49 | false | Rebalance | Shift +1% to bonds from equity | 27 | -10 | BrokerA | LMT | 85 | null | null | Normal monitoring | 54 | 8 | 79 | 4 | false | Within IPS guidelines |
P5475 | Active | IRA | USD | 2025-10-25 | 1,027,927 | 79,525 | 948,402 | 1 | 62.8 | 28.9 | 0 | 8.3 | MSFT:21.7%;TSLA:14.8%;IEF:21.7%;BRK.B:21.7%;GLD:20.2% | US:68.5;EU:13.9;APAC:5.4;EM:9.3;Other:2.8 | Value:-0.6;Growth:-1.0;Quality:+1.0;Size:+0.2;Momentum:+0.1;LowVol:+0.3 | MaxPos6% | 8 | 35 | 4 | trailing 8% | 168 | 20.6 | Sideways | 17.3 | 4.12 | 2.9 | 129 | 51 | 80 | 62 | false | Buy | Add to core equity +1% | 7 | 14 | BrokerB | MKT | 95 | null | null | Normal monitoring | 38 | -56 | 21 | 4 | false | Tighten stops on momentum names |
P5476 | Hands-off | Trust | USD | 2025-07-08 | 740,945 | 72,508 | 668,437 | 1 | 58.6 | 16.4 | 17.2 | 7.8 | AMZN:28.3%;QQQ:25.5%;VTI:28.3%;TLT:17.9% | US:63.0;EU:13.6;APAC:7.2;EM:10.6;Other:5.6 | Value:-0.4;Growth:+0.9;Quality:+0.6;Size:-0.3;Momentum:+0.2;LowVol:-0.9 | null | 8 | 30 | 4.4 | hard 10% | 119 | 14.2 | Sideways | 20.3 | 4.08 | 3.4 | 121 | 60 | 66 | 45 | false | Rebalance | Shift +1% to bonds from equity | 17 | -39 | BrokerB | MKT | 91 | null | null | Normal monitoring | 79 | -28 | 109 | 4 | false | Monitor dispersion and breadth |
P5477 | Cautious | Taxable | USD | 2024-11-08 | 235,894 | 33,039 | 202,855 | 1 | 51.1 | 30.3 | 4.6 | 14 | AAPL:23.2%;GLD:27.1%;TSLA:27.1%;BND:22.6% | US:74.7;EU:7.1;APAC:6.4;EM:10.8;Other:1.0 | Value:+0.5;Growth:+0.1;Quality:-0.1;Size:-0.7;Momentum:-1.0;LowVol:-0.1 | NoMargin | 10 | 35 | 4.2 | trailing 8% | 99 | 17.7 | Bull | 17.6 | 4.16 | 2.1 | 85 | 38 | 84 | 38 | false | Buy | Add to core equity +1% | 21 | -14 | BrokerB | LMT | 98 | null | null | Normal monitoring | 65 | -50 | 204 | 4 | false | Monitor dispersion and breadth |
P5478 | Active | Trust | USD | 2024-07-28 | 1,926,145 | 124,285 | 1,801,860 | 1.07 | 54.4 | 30.4 | 9.5 | 5.7 | TSLA:8.1%;VOO:10.7%;XLF:14.8%;HYG:22.1%;QQQ:22.1%;GLD:22.1% | US:55.9;EU:16.0;APAC:10.9;EM:12.8;Other:4.4 | Value:-0.5;Growth:+0.3;Quality:-0.9;Size:+0.6;Momentum:-0.3;LowVol:-0.8 | NoDerivatives | 7 | 35 | 5.8 | trailing 8% | 121 | 21 | Volatile | 25.6 | 4.81 | 2.3 | 123 | 20 | 63 | 70 | false | NoAction | Within bands; monitor | 20 | 11 | BrokerD | MKT | 0 | null | null | Normal monitoring | 79 | -54 | 199 | 3 | false | Tax-aware sells next window |
P5479 | Active | IRA | USD | 2024-10-25 | 1,951,751 | 157,579 | 1,794,172 | 1 | 59.2 | 27.7 | 7.9 | 5.3 | AAPL:33.3%;TLT:33.3%;QQQ:33.3% | US:60.0;EU:10.1;APAC:16.0;EM:11.4;Other:2.6 | Value:-0.3;Growth:0.0;Quality:+0.4;Size:-1.0;Momentum:+0.1;LowVol:-0.0 | MaxPos8% | 5 | 35 | 5.4 | hard 12% | 204 | 25.3 | Bull | 13.7 | 4.24 | 3.3 | 70 | 60 | 89 | 43 | false | NoAction | Within bands; monitor | 0 | -36 | BrokerB | MKT | 0 | null | null | Normal monitoring | 63 | -60 | 93 | 5 | false | Within IPS guidelines |
P5480 | Hands-off | Taxable | USD | 2024-07-19 | 403,021 | 37,123 | 365,898 | 1 | 67.1 | 21.5 | 5 | 6.5 | AMZN:24.9%;GLD:25.8%;TSLA:23.6%;HYG:25.8% | US:63.8;EU:18.4;APAC:6.8;EM:9.2;Other:1.9 | Value:-0.3;Growth:-0.7;Quality:-0.3;Size:-0.7;Momentum:-1.0;LowVol:+0.1 | ESGOnly | 6 | 30 | 5.6 | trailing 8% | 152 | 19.1 | Volatile | 23.5 | 3.52 | 4.1 | 121 | 59 | 91 | 77 | true | Rebalance | Rebalance back to target bands | -12 | 9 | BrokerA | MKT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -49 | -49 | 38 | 2 | false | Tighten stops on momentum names |
P5481 | Systematic | Taxable | USD | 2024-07-17 | 1,494,751 | 114,598 | 1,380,153 | 1 | 60.5 | 23.5 | 8.1 | 7.9 | AMZN:25.0%;TLT:25.0%;QQQ:25.0%;MSFT:25.0% | US:60.4;EU:16.0;APAC:14.9;EM:7.6;Other:0.9 | Value:-0.5;Growth:-0.9;Quality:-1.0;Size:+0.8;Momentum:+0.4;LowVol:+0.5 | MaxPos8% | 7 | 35 | 5 | hard 12% | 133 | 23.6 | Volatile | 29.4 | 4.83 | 3.3 | 149 | 13 | 56 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | 7 | BrokerA | MKT | 86 | VAR>budget | Reduce | Risk above budget threshold | 45 | -11 | 90 | 4 | true | Tax-aware sells next window |
P5482 | Cautious | Trust | USD | 2025-04-14 | 664,653 | 79,318 | 585,335 | 1 | 52.7 | 36.7 | 0.5 | 10.1 | GLD:28.8%;TLT:28.8%;VTI:23.3%;HYG:19.1% | US:62.8;EU:21.7;APAC:7.9;EM:6.2;Other:1.3 | Value:-0.3;Growth:-0.3;Quality:-0.1;Size:-0.7;Momentum:-0.3;LowVol:-0.0 | MaxPos7%;NoMargin | 10 | 25 | 5.5 | trailing 10% | 119 | 13.8 | Bear | 24.7 | 3.61 | 1.9 | 158 | 40 | 57 | 64 | false | NoAction | Within bands; monitor | 30 | -4 | BrokerD | MKT | 0 | null | null | Normal monitoring | 107 | 4 | 191 | 3 | false | Increase defensive factor exposure |
P5483 | Cautious | Taxable | USD | 2024-08-14 | 726,636 | 96,830 | 629,806 | 1 | 51.2 | 38 | 0 | 10.7 | VTI:27.0%;VOO:27.0%;XLF:27.0%;VNQ:19.0% | US:72.6;EU:6.9;APAC:5.5;EM:10.5;Other:4.5 | Value:-0.0;Growth:-1.0;Quality:-0.8;Size:+1.0;Momentum:-0.9;LowVol:-0.1 | ESGOnly;NoMargin | 10 | 30 | 3.8 | trailing 8% | 98 | 16.3 | Volatile | 31.7 | 5.36 | 2.5 | 113 | 35 | 75 | 74 | true | Rebalance | Rebalance back to target bands | 9 | -36 | BrokerC | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | 110 | -23 | 130 | 5 | false | Tax-aware sells next window |
P5484 | Active | 401k | USD | 2025-09-07 | 909,888 | 78,817 | 831,071 | 1 | 63.1 | 28.9 | 0 | 8 | GLD:28.3%;MUB:28.3%;VOO:28.3%;TSLA:15.2% | US:57.2;EU:21.7;APAC:11.6;EM:5.5;Other:4.1 | Value:-1.0;Growth:-0.5;Quality:0.0;Size:+1.0;Momentum:-0.9;LowVol:-0.1 | NoDerivatives | 5 | 25 | 4 | trailing 9% | 162 | 20.6 | Bull | 13.7 | 4.12 | 2.5 | 117 | 85 | 96 | 46 | false | Rebalance | Shift +1% to bonds from equity | 14 | -16 | BrokerA | MKT | 92 | null | null | Normal monitoring | 32 | -52 | 26 | 4 | false | Within IPS guidelines |
P5485 | Cautious | Taxable | USD | 2025-03-24 | 321,503 | 44,904 | 276,599 | 1 | 52.8 | 37.1 | 0 | 10.1 | XLF:20.3%;GLD:16.4%;AMZN:20.3%;VNQ:14.2%;MSFT:16.8%;VTI:12.1% | US:59.6;EU:17.1;APAC:11.3;EM:10.3;Other:1.8 | Value:+0.1;Growth:+1.0;Quality:-0.8;Size:+0.7;Momentum:+0.6;LowVol:+0.9 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 7 | 25 | 5.8 | trailing 10% | 122 | 19.3 | Bear | 28.9 | 3.96 | 2.9 | 137 | -80 | 16 | 62 | false | Buy | Add to core equity +1% | 30 | -3 | BrokerA | VWAP | 85 | null | null | Normal monitoring | 19 | -39 | 118 | 5 | false | Tax-aware sells next window |
P5486 | Systematic | Taxable | USD | 2025-04-24 | 1,214,057 | 84,589 | 1,129,468 | 1 | 58.6 | 34 | 0 | 7.4 | XLF:23.2%;GLD:13.4%;IEF:17.1%;AAPL:23.2%;VOO:23.2% | US:59.0;EU:15.3;APAC:14.1;EM:8.0;Other:3.6 | Value:-0.7;Growth:-0.4;Quality:+0.1;Size:+0.9;Momentum:+0.5;LowVol:-0.4 | MaxPos6% | 10 | 30 | 5.6 | trailing 9% | 211 | 21.8 | Bear | 31.2 | 3.93 | 1.1 | 171 | -25 | 43 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 19 | -3 | BrokerA | MKT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -16 | 18 | 110 | 5 | false | Monitor dispersion and breadth |
P5487 | Systematic | Roth | USD | 2025-04-19 | 624,631 | 44,386 | 580,245 | 1 | 57 | 32 | 3.6 | 7.4 | HYG:19.4%;GLD:20.2%;VOO:12.2%;TSLA:24.1%;IEF:24.1% | US:65.5;EU:15.3;APAC:7.9;EM:10.1;Other:1.1 | Value:-0.7;Growth:-0.6;Quality:+0.2;Size:+0.2;Momentum:-0.5;LowVol:-0.8 | NoDerivatives | 7 | 25 | 5.3 | trailing 8% | 133 | 24.5 | Bull | 14.7 | 4.32 | 3.2 | 109 | 68 | 74 | 42 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -6 | BrokerB | MKT | 93 | VAR>budget | Hedge | Risk above budget threshold | 53 | 1 | 120 | 5 | false | Monitor dispersion and breadth |
P5488 | Opportunistic | IRA | USD | 2024-12-01 | 768,103 | 29,793 | 738,310 | 1 | 62.9 | 13.7 | 15.2 | 8.2 | QQQ:20.3%;GLD:22.7%;BRK.B:15.1%;VNQ:22.7%;MUB:19.2% | US:69.9;EU:14.9;APAC:5.1;EM:8.5;Other:1.6 | Value:-0.9;Growth:+0.3;Quality:-0.8;Size:+0.4;Momentum:+0.8;LowVol:-1.0 | NoDerivatives | 7 | 25 | 6.5 | trailing 7% | 185 | 32.9 | Bull | 11.2 | 4.09 | 2.1 | 75 | 95 | 94 | 34 | false | Rebalance | Shift +1% to bonds from equity | 25 | -10 | BrokerA | LMT | 86 | null | null | Normal monitoring | 1 | -4 | 139 | 4 | false | Tighten stops on momentum names |
P5489 | Systematic | Trust | USD | 2024-12-07 | 1,230,164 | 103,022 | 1,127,142 | 1 | 56.7 | 30.4 | 5.6 | 7.3 | VTI:16.4%;QQQ:25.2%;VOO:18.7%;MUB:14.6%;BRK.B:25.2% | US:59.1;EU:14.9;APAC:8.8;EM:13.2;Other:3.9 | Value:+0.3;Growth:-0.8;Quality:+0.6;Size:-0.8;Momentum:+0.4;LowVol:+0.6 | MaxPos6% | 8 | 30 | 4.6 | trailing 8% | 157 | 21.8 | Volatile | 31 | 3.78 | 4.4 | 138 | -44 | 16 | 79 | true | Rebalance | Rebalance back to target bands | 18 | -20 | BrokerC | LMT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -6 | -52 | 126 | 2 | false | Increase defensive factor exposure |
P5490 | Opportunistic | Trust | USD | 2024-08-26 | 1,179,788 | 53,491 | 1,126,297 | 1 | 65.4 | 17.9 | 9.6 | 7.1 | IEF:24.3%;BRK.B:24.3%;TSLA:24.3%;VOO:8.7%;MUB:18.5% | US:65.9;EU:6.7;APAC:14.6;EM:9.8;Other:3.0 | Value:-0.8;Growth:-0.6;Quality:+0.6;Size:-0.5;Momentum:-0.9;LowVol:+0.6 | null | 6 | 35 | 6.8 | trailing 9% | 210 | 34.3 | Bull | 15.3 | 4.3 | 2.9 | 112 | 101 | 96 | 43 | false | Sell | Trim extended winner -1% | 34 | -5 | BrokerB | LMT | 93 | null | null | Normal monitoring | -7 | -10 | 83 | 3 | false | Tighten stops on momentum names |
P5491 | Hands-off | Taxable | USD | 2025-09-23 | 489,731 | 43,179 | 446,552 | 1 | 61.7 | 29 | 3.4 | 5.8 | TSLA:20.2%;IEF:26.6%;TLT:26.6%;BRK.B:26.6% | US:70.3;EU:11.1;APAC:10.3;EM:5.6;Other:2.6 | Value:-0.5;Growth:0.0;Quality:+0.3;Size:+0.1;Momentum:-0.8;LowVol:+0.2 | ESGOnly;NoDerivatives | 6 | 35 | 3.7 | trailing 8% | 168 | 19.2 | Volatile | 27.3 | 5.14 | 4.5 | 123 | -9 | 35 | 72 | true | Hedge | Buy index puts 1% notional | 4 | 14 | BrokerC | LMT | 91 | RegimeShift | Pause | Volatility spike and breadth deterioration | 57 | -25 | 147 | 5 | false | Monitor dispersion and breadth |
P5492 | Cautious | 401k | USD | 2025-12-01 | 768,101 | 93,377 | 674,724 | 1 | 49.4 | 39.5 | 0 | 11.1 | VNQ:23.0%;BND:23.0%;IEF:19.5%;AAPL:23.0%;HYG:11.6% | US:58.0;EU:18.9;APAC:13.8;EM:4.2;Other:5.1 | Value:-0.6;Growth:-0.3;Quality:-0.8;Size:+0.1;Momentum:+0.6;LowVol:+0.2 | NoDerivatives;NoMargin | 10 | 25 | 4.3 | hard 10% | 163 | 17.2 | Volatile | 27.2 | 4.01 | 3.4 | 131 | 42 | 61 | 60 | false | NoAction | Within bands; monitor | 8 | -12 | BrokerC | LMT | 89 | null | null | Normal monitoring | 106 | -1 | 212 | 4 | false | Tax-aware sells next window |
P5493 | Opportunistic | Trust | USD | 2024-08-06 | 1,257,889 | 58,398 | 1,199,491 | 1 | 72.7 | 21.6 | 0 | 5.7 | HYG:37.1%;TSLA:37.1%;MUB:25.8% | US:67.5;EU:9.0;APAC:12.4;EM:8.6;Other:2.6 | Value:+0.5;Growth:-0.8;Quality:+0.8;Size:-0.9;Momentum:0.0;LowVol:+0.5 | null | 10 | 25 | 6.3 | trailing 7% | 168 | 24.7 | Bull | 14.6 | 4.21 | 3.4 | 76 | 4 | 46 | 45 | false | Rebalance | Shift +1% to bonds from equity | 22 | -24 | BrokerD | LMT | 94 | null | null | Normal monitoring | 73 | 18 | 158 | 4 | false | Tax-aware sells next window |
P5494 | Active | Roth | USD | 2025-03-05 | 1,742,198 | 134,795 | 1,607,403 | 1 | 64.4 | 24.1 | 4.7 | 6.7 | QQQ:28.2%;BRK.B:15.5%;MSFT:28.2%;IEF:28.2% | US:72.0;EU:10.4;APAC:11.9;EM:5.3;Other:0.4 | Value:+0.2;Growth:-0.0;Quality:-0.8;Size:-0.9;Momentum:+0.6;LowVol:-0.7 | null | 10 | 35 | 4.6 | trailing 8% | 160 | 21.4 | Volatile | 21.1 | 4.84 | 2.9 | 160 | -1 | 40 | 62 | false | Rebalance | Shift +1% to bonds from equity | 26 | 8 | BrokerB | MKT | 90 | null | null | Normal monitoring | 74 | -36 | 141 | 4 | false | Monitor dispersion and breadth |
P5495 | Cautious | IRA | USD | 2025-06-25 | 592,161 | 90,422 | 501,739 | 1 | 35 | 37.4 | 17 | 10.6 | GLD:16.9%;BND:9.2%;TSLA:14.1%;QQQ:22.7%;HYG:22.7%;MUB:14.3% | US:61.9;EU:18.3;APAC:11.8;EM:3.9;Other:4.1 | Value:+0.3;Growth:-0.5;Quality:-0.5;Size:+0.7;Momentum:-0.8;LowVol:+0.9 | NoMargin | 7 | 30 | 4.1 | hard 10% | 92 | 13.8 | Sideways | 14.5 | 4.05 | 2.7 | 131 | -25 | 42 | 40 | false | Buy | Add to core equity +1% | -15 | -23 | BrokerA | VWAP | 96 | null | null | Normal monitoring | -52 | -36 | -39 | 4 | false | Tax-aware sells next window |
P5496 | Hands-off | Trust | USD | 2025-11-13 | 253,261 | 13,974 | 239,287 | 1 | 65.1 | 21 | 7.1 | 6.8 | BRK.B:16.2%;IEF:7.8%;HYG:20.0%;MSFT:19.3%;QQQ:19.2%;VNQ:17.5% | US:67.7;EU:10.5;APAC:10.5;EM:10.0;Other:1.2 | Value:-0.1;Growth:0.0;Quality:+0.5;Size:+0.1;Momentum:+0.7;LowVol:-0.8 | ESGOnly | 7 | 35 | 4.7 | hard 10% | 169 | 17.4 | Volatile | 20.9 | 4.24 | 3.5 | 123 | -47 | 23 | 55 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -30 | BrokerA | LMT | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -21 | -14 | -11 | 2 | false | Tax-aware sells next window |
P5497 | Active | Roth | USD | 2024-08-08 | 608,012 | 39,799 | 568,213 | 1 | 54.3 | 27.6 | 12.6 | 5.4 | BRK.B:9.7%;TSLA:23.0%;AAPL:23.0%;VOO:23.0%;XLF:21.2% | US:64.4;EU:10.3;APAC:9.9;EM:11.7;Other:3.7 | Value:+0.4;Growth:+0.1;Quality:-0.8;Size:-0.1;Momentum:+0.3;LowVol:-0.0 | MaxPos6%;NoDerivatives | 5 | 25 | 5.4 | trailing 9% | 181 | 26.2 | Volatile | 27.4 | 4.6 | 3.2 | 156 | -50 | 35 | 66 | false | Hedge | Add TLT +1% as duration hedge | -6 | -29 | BrokerD | LMT | 90 | null | null | Normal monitoring | -40 | -28 | -48 | 4 | false | Tax-aware sells next window |
P5498 | Cautious | Taxable | USD | 2025-10-14 | 614,836 | 56,287 | 558,549 | 1 | 42.4 | 31.8 | 13.9 | 11.9 | HYG:26.6%;GLD:26.6%;VTI:20.3%;TLT:26.6% | US:73.8;EU:14.3;APAC:6.8;EM:4.0;Other:1.1 | Value:+0.9;Growth:+0.4;Quality:-0.4;Size:+0.7;Momentum:+0.6;LowVol:-0.9 | ESGOnly;MaxPos8%;NoMargin | 5 | 25 | 5.7 | hard 10% | 111 | 17.5 | Volatile | 22.6 | 4.72 | 3 | 148 | 14 | 70 | 55 | false | NoAction | Within bands; monitor | 17 | -16 | BrokerD | MKT | 0 | null | null | Normal monitoring | 120 | -59 | 137 | 4 | false | Tax-aware sells next window |
P5499 | Cautious | Roth | USD | 2025-09-09 | 189,104 | 22,932 | 166,172 | 1 | 37.2 | 36.2 | 14.9 | 11.7 | HYG:9.8%;TSLA:17.8%;BND:9.5%;QQQ:23.1%;AAPL:16.7%;MSFT:23.1% | US:65.3;EU:12.1;APAC:10.0;EM:9.9;Other:2.7 | Value:+0.6;Growth:-0.9;Quality:+0.2;Size:+0.2;Momentum:+0.8;LowVol:-1.0 | MaxPos7%;NoDerivatives;NoMargin | 6 | 30 | 4.4 | trailing 8% | 129 | 16.6 | Sideways | 19 | 4.17 | 3.1 | 139 | -4 | 45 | 41 | false | Buy | Add to core equity +1% | -5 | 7 | BrokerB | LMT | 99 | null | null | Normal monitoring | 85 | -39 | 105 | 3 | false | Within IPS guidelines |
P5500 | Systematic | IRA | USD | 2024-11-07 | 1,460,512 | 125,767 | 1,334,745 | 1 | 64.9 | 21.6 | 7 | 6.5 | QQQ:21.8%;XLF:18.5%;GLD:17.9%;AAPL:19.9%;HYG:21.8% | US:72.4;EU:12.7;APAC:7.4;EM:5.2;Other:2.3 | Value:+0.6;Growth:-0.7;Quality:+0.3;Size:-0.7;Momentum:0.0;LowVol:-0.0 | null | 7 | 30 | 4.2 | trailing 9% | 165 | 20.3 | Bear | 34.2 | 3.67 | 1.7 | 216 | -34 | 18 | 97 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | -29 | BrokerA | LMT | 99 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 100 | -6 | 140 | 4 | false | Tighten stops on momentum names |
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