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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5601 | Hands-off | 401k | USD | 2025-11-21 | 801,394 | 47,603 | 753,791 | 1 | 56.9 | 15.1 | 18.6 | 9.4 | GLD:24.4%;AAPL:25.2%;QQQ:25.2%;IEF:25.2% | US:58.4;EU:16.9;APAC:14.0;EM:6.6;Other:4.0 | Value:-0.1;Growth:+0.9;Quality:-0.5;Size:-0.0;Momentum:-0.2;LowVol:-0.9 | ESGOnly | 6 | 30 | 4.8 | trailing 8% | 140 | 13.6 | Bear | 26.9 | 3.58 | 2.4 | 208 | -106 | 9 | 61 | false | Hedge | Add TLT +1% as duration hedge | 5 | 15 | BrokerA | LMT | 88 | null | null | Normal monitoring | 106 | -54 | 98 | 4 | false | Within IPS guidelines |
P5602 | Cautious | 401k | USD | 2025-06-23 | 847,349 | 68,478 | 778,871 | 1 | 36.9 | 41.9 | 10 | 11.3 | VOO:9.0%;IEF:18.0%;BND:19.3%;MSFT:14.4%;XLF:21.9%;TSLA:17.4% | US:62.8;EU:13.7;APAC:9.2;EM:11.4;Other:2.9 | Value:+0.6;Growth:+0.1;Quality:+0.8;Size:+0.7;Momentum:+0.1;LowVol:-0.0 | NoMargin | 7 | 25 | 5.7 | trailing 8% | 115 | 19.9 | Volatile | 23.4 | 3.74 | 3.2 | 156 | -42 | 19 | 55 | false | Buy | Add to core equity +1% | -6 | -25 | BrokerA | MKT | 86 | null | null | Normal monitoring | 18 | -1 | -4 | 3 | false | Increase defensive factor exposure |
P5603 | Systematic | Taxable | USD | 2025-07-01 | 1,586,128 | 129,748 | 1,456,380 | 1 | 60.6 | 22.1 | 11.5 | 5.9 | GLD:17.4%;XLF:24.0%;MUB:24.0%;AAPL:24.0%;BND:10.7% | US:66.1;EU:13.1;APAC:11.8;EM:8.9;Other:0.2 | Value:-0.1;Growth:-0.4;Quality:+0.5;Size:+0.1;Momentum:+0.4;LowVol:-0.4 | MaxPos8% | 5 | 35 | 4.5 | hard 12% | 194 | 22.2 | Bear | 29.2 | 3.97 | 1.7 | 135 | -2 | 60 | 70 | false | Sell | Trim extended winner -1% | 16 | -25 | BrokerC | MKT | 88 | null | null | Normal monitoring | 92 | 16 | 172 | 5 | false | Tax-aware sells next window |
P5604 | Systematic | Roth | USD | 2025-08-02 | 1,693,465 | 164,304 | 1,529,161 | 1 | 56 | 22.8 | 12.8 | 8.4 | BND:12.3%;GLD:19.6%;AAPL:18.4%;BRK.B:14.1%;IEF:16.0%;MUB:19.6% | US:59.1;EU:17.9;APAC:10.6;EM:8.9;Other:3.4 | Value:-0.5;Growth:0.0;Quality:+0.1;Size:+0.7;Momentum:+0.6;LowVol:-0.7 | MaxPos7%;NoDerivatives | 10 | 30 | 5.3 | trailing 8% | 225 | 19 | Bull | 14.4 | 4.09 | 3.4 | 74 | 3 | 59 | 50 | true | Hedge | Buy index puts 1% notional | 11 | -32 | BrokerA | MKT | 86 | VAR>budget | TightenStops | Risk above budget threshold | 54 | -23 | 38 | 4 | false | Tighten stops on momentum names |
P5605 | Cautious | IRA | USD | 2024-11-21 | 159,069 | 14,749 | 144,320 | 1 | 36.7 | 33.3 | 19.9 | 10.1 | VOO:23.5%;AMZN:23.5%;TLT:19.4%;BRK.B:16.1%;TSLA:17.5% | US:72.7;EU:9.9;APAC:6.9;EM:9.3;Other:1.2 | Value:-0.3;Growth:+0.6;Quality:+0.1;Size:-0.4;Momentum:+0.5;LowVol:0.0 | ESGOnly;MaxPos8%;NoMargin | 8 | 25 | 3.4 | trailing 10% | 107 | 17.6 | Bull | 17.4 | 3.56 | 2.5 | 71 | 56 | 87 | 43 | false | Buy | Add to core equity +1% | 35 | 1 | BrokerB | LMT | 86 | null | null | Normal monitoring | 2 | 8 | -7 | 5 | false | Increase defensive factor exposure |
P5606 | Opportunistic | Roth | USD | 2024-08-11 | 1,569,526 | 55,826 | 1,513,700 | 1.07 | 66.8 | 14.5 | 13.3 | 5.4 | GLD:34.5%;VNQ:34.5%;QQQ:31.0% | US:60.8;EU:15.1;APAC:11.5;EM:11.8;Other:0.8 | Value:+0.6;Growth:+0.9;Quality:+0.7;Size:+0.4;Momentum:-0.9;LowVol:-0.1 | null | 7 | 30 | 6.6 | trailing 9% | 188 | 26.5 | Sideways | 19.2 | 3.77 | 3.2 | 108 | 59 | 65 | 63 | false | Sell | Trim extended winner -1% | 1 | -13 | BrokerA | MKT | 99 | null | null | Normal monitoring | 4 | -55 | 41 | 5 | false | Monitor dispersion and breadth |
P5607 | Hands-off | IRA | USD | 2024-07-20 | 592,823 | 30,962 | 561,861 | 1 | 57.9 | 18.4 | 14.7 | 8.9 | HYG:33.7%;VTI:33.7%;IEF:32.6% | US:60.0;EU:20.8;APAC:10.0;EM:7.2;Other:2.1 | Value:+0.7;Growth:-0.8;Quality:-0.5;Size:+0.2;Momentum:+0.3;LowVol:-0.4 | ESGOnly | 6 | 35 | 3.2 | trailing 10% | 90 | 12.9 | Bull | 14.8 | 4.96 | 2.6 | 95 | 41 | 71 | 53 | false | Buy | Add to core equity +1% | 0 | -38 | BrokerC | LMT | 97 | null | null | Normal monitoring | 91 | 6 | 145 | 3 | false | Within IPS guidelines |
P5608 | Opportunistic | IRA | USD | 2024-07-27 | 424,911 | 15,298 | 409,613 | 1 | 72.4 | 18.7 | 1.5 | 7.5 | GLD:21.2%;QQQ:13.6%;XLF:19.5%;TLT:13.1%;AAPL:16.9%;VOO:15.8% | US:69.6;EU:10.6;APAC:6.5;EM:8.4;Other:4.8 | Value:-0.1;Growth:+0.3;Quality:-0.4;Size:-0.2;Momentum:-0.8;LowVol:-0.7 | MaxPos5% | 6 | 25 | 6 | hard 12% | 271 | 24.4 | Sideways | 18.7 | 3.57 | 2.2 | 131 | -22 | 24 | 56 | false | Rebalance | Shift +1% to bonds from equity | 6 | -38 | BrokerC | MKT | 92 | null | null | Normal monitoring | 66 | -3 | 42 | 3 | false | Tighten stops on momentum names |
P5609 | Hands-off | Taxable | USD | 2024-09-15 | 176,651 | 11,095 | 165,556 | 1 | 64 | 27.3 | 0 | 8.8 | MUB:21.6%;IEF:21.6%;QQQ:21.6%;GLD:15.0%;BND:9.2%;XLF:11.2% | US:72.6;EU:8.0;APAC:7.1;EM:12.0;Other:0.3 | Value:-0.6;Growth:+0.8;Quality:-0.7;Size:+0.9;Momentum:-0.4;LowVol:+0.3 | ESGOnly;MaxPos8% | 8 | 30 | 4.7 | hard 10% | 138 | 19 | Sideways | 16.1 | 3.95 | 2.9 | 114 | 60 | 86 | 51 | false | Hedge | Add TLT +1% as duration hedge | 0 | 9 | BrokerB | MKT | 92 | null | null | Normal monitoring | 52 | -28 | 135 | 5 | false | Tax-aware sells next window |
P5610 | Hands-off | IRA | USD | 2025-09-23 | 716,954 | 66,287 | 650,667 | 1 | 58.9 | 17.6 | 18.5 | 5 | TLT:24.9%;MUB:10.9%;XLF:14.3%;GLD:24.9%;AAPL:24.9% | US:66.3;EU:14.8;APAC:9.2;EM:8.5;Other:1.3 | Value:-1.0;Growth:+0.7;Quality:-0.9;Size:-0.7;Momentum:+0.1;LowVol:-0.7 | ESGOnly;MaxPos6%;NoDerivatives | 8 | 35 | 3.8 | trailing 8% | 151 | 13.1 | Bear | 26.2 | 3.73 | 2.1 | 131 | -67 | 5 | 66 | false | Rebalance | Shift +1% to bonds from equity | 1 | 10 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 17 | -50 | 75 | 4 | false | Increase defensive factor exposure |
P5611 | Hands-off | IRA | USD | 2024-09-11 | 792,941 | 60,388 | 732,553 | 1 | 70.5 | 19.2 | 1.6 | 8.7 | MUB:22.7%;GLD:21.5%;AAPL:14.8%;XLF:18.2%;TSLA:22.7% | US:60.1;EU:18.8;APAC:7.9;EM:12.3;Other:1.0 | Value:-0.1;Growth:-0.3;Quality:+0.3;Size:+0.1;Momentum:+0.8;LowVol:+0.8 | null | 8 | 25 | 4.3 | trailing 8% | 124 | 17.6 | Bear | 25 | 3.71 | 1.4 | 196 | -21 | 37 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | -29 | BrokerC | MKT | 89 | VAR>budget | Reduce | Risk above budget threshold | 42 | -56 | 165 | 5 | false | Within IPS guidelines |
P5612 | Systematic | 401k | USD | 2025-03-03 | 633,574 | 43,988 | 589,586 | 1 | 61.4 | 30 | 0 | 8.6 | MSFT:17.9%;HYG:13.6%;BND:17.1%;VOO:17.6%;IEF:14.4%;QQQ:19.5% | US:65.9;EU:7.1;APAC:13.3;EM:10.1;Other:3.6 | Value:-0.1;Growth:-1.0;Quality:+0.5;Size:-0.2;Momentum:+0.3;LowVol:-0.9 | MaxPos7%;NoDerivatives | 8 | 35 | 4.6 | hard 12% | 148 | 19 | Sideways | 20.8 | 3.6 | 3.4 | 109 | 55 | 91 | 55 | false | Rebalance | Shift +1% to bonds from equity | -7 | 6 | BrokerB | MKT | 100 | null | null | Normal monitoring | 105 | 3 | 73 | 4 | false | Tax-aware sells next window |
P5613 | Systematic | 401k | USD | 2024-10-04 | 1,764,360 | 136,682 | 1,627,678 | 1 | 60.8 | 29.5 | 4.6 | 5 | TSLA:25.1%;TLT:25.1%;QQQ:25.1%;MSFT:24.8% | US:71.0;EU:11.0;APAC:9.9;EM:5.2;Other:2.9 | Value:+0.5;Growth:-0.1;Quality:+0.2;Size:-0.2;Momentum:-0.3;LowVol:-0.5 | null | 5 | 25 | 5.9 | trailing 9% | 152 | 16.5 | Bull | 14.4 | 4.58 | 2.7 | 108 | 39 | 74 | 49 | false | Sell | Trim extended winner -1% | 17 | -39 | BrokerC | LMT | 99 | null | null | Normal monitoring | -18 | -58 | -39 | 5 | false | Increase defensive factor exposure |
P5614 | Opportunistic | Roth | USD | 2025-12-21 | 1,595,849 | 80,434 | 1,515,415 | 1 | 66.1 | 19.9 | 6.3 | 7.6 | XLF:27.2%;GLD:27.2%;VNQ:27.2%;BND:18.3% | US:66.2;EU:16.0;APAC:8.1;EM:6.7;Other:3.0 | Value:+0.5;Growth:0.0;Quality:-0.4;Size:-0.2;Momentum:-0.0;LowVol:-0.2 | MaxPos6% | 8 | 35 | 7 | trailing 9% | 214 | 20.7 | Bear | 25.6 | 4.4 | 1.1 | 138 | -55 | 12 | 66 | false | Rebalance | Shift +1% to bonds from equity | 28 | -15 | BrokerD | MKT | 91 | null | null | Normal monitoring | 90 | 3 | 133 | 5 | false | Monitor dispersion and breadth |
P5615 | Opportunistic | IRA | USD | 2025-02-12 | 1,243,762 | 74,162 | 1,169,600 | 1 | 75.7 | 17.2 | 0 | 7.2 | BND:15.8%;QQQ:21.2%;GLD:21.9%;AAPL:6.5%;VOO:12.7%;MUB:21.9% | US:68.1;EU:11.4;APAC:9.0;EM:11.3;Other:0.2 | Value:+0.5;Growth:-0.3;Quality:-0.6;Size:+0.4;Momentum:-0.1;LowVol:+0.3 | MaxPos8% | 6 | 35 | 5.3 | trailing 9% | 237 | 32.6 | Bull | 13.3 | 4.29 | 2.2 | 71 | 12 | 58 | 42 | false | Rebalance | Shift +1% to bonds from equity | -15 | -30 | BrokerD | MKT | 92 | null | null | Normal monitoring | 57 | 19 | 149 | 5 | false | Within IPS guidelines |
P5616 | Active | Roth | USD | 2024-09-21 | 2,167,161 | 243,726 | 1,923,435 | 1 | 65.4 | 25.1 | 0 | 9.4 | VNQ:19.9%;TSLA:9.7%;QQQ:21.9%;XLF:19.4%;BND:21.9%;HYG:7.3% | US:72.3;EU:10.5;APAC:11.0;EM:5.0;Other:1.2 | Value:+0.4;Growth:-0.8;Quality:-0.6;Size:+0.4;Momentum:-0.1;LowVol:-0.0 | NoDerivatives | 8 | 35 | 6 | trailing 8% | 157 | 23.4 | Bear | 24.4 | 4.39 | 2.9 | 186 | 5 | 50 | 62 | false | Rebalance | Shift +1% to bonds from equity | 14 | -1 | BrokerB | VWAP | 86 | null | null | Normal monitoring | -7 | -59 | 102 | 4 | false | Monitor dispersion and breadth |
P5617 | Hands-off | Roth | USD | 2025-12-26 | 535,428 | 31,589 | 503,839 | 1 | 64.2 | 19.6 | 8.6 | 7.5 | AMZN:15.1%;TSLA:22.6%;VNQ:16.7%;BND:22.8%;BRK.B:22.8% | US:68.7;EU:8.9;APAC:8.1;EM:9.4;Other:4.8 | Value:-0.6;Growth:+0.6;Quality:-0.5;Size:-0.7;Momentum:-0.3;LowVol:+0.1 | ESGOnly | 7 | 35 | 3.7 | hard 10% | 131 | 17.5 | Bull | 12.6 | 4.99 | 3.2 | 81 | 90 | 99 | 43 | false | Rebalance | Shift +1% to bonds from equity | 4 | -9 | BrokerC | VWAP | 94 | null | null | Normal monitoring | -4 | -15 | 5 | 5 | false | Monitor dispersion and breadth |
P5618 | Active | Trust | USD | 2024-07-16 | 1,547,286 | 148,689 | 1,398,597 | 1 | 58.2 | 30.9 | 1.8 | 9.1 | AAPL:22.9%;AMZN:21.5%;VTI:19.2%;BRK.B:17.7%;QQQ:18.8% | US:65.5;EU:10.8;APAC:11.9;EM:8.9;Other:2.9 | Value:-0.5;Growth:-0.1;Quality:-0.2;Size:+1.0;Momentum:-0.5;LowVol:-0.9 | MaxPos7%;NoDerivatives | 10 | 35 | 4.5 | trailing 8% | 230 | 21.3 | Volatile | 31.4 | 3.97 | 2.5 | 160 | 56 | 81 | 82 | true | Hedge | Buy index puts 1% notional | 6 | 1 | BrokerC | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | 84 | -1 | 77 | 4 | false | Increase defensive factor exposure |
P5619 | Systematic | Taxable | USD | 2024-10-13 | 1,613,045 | 152,482 | 1,460,563 | 1 | 55.5 | 28.4 | 9.3 | 6.8 | VTI:9.4%;VNQ:26.0%;AAPL:26.0%;MSFT:26.0%;AMZN:12.5% | US:66.2;EU:13.1;APAC:9.6;EM:6.8;Other:4.3 | Value:+0.4;Growth:-0.6;Quality:+0.7;Size:-0.5;Momentum:-0.0;LowVol:+1.0 | null | 8 | 35 | 5 | trailing 8% | 155 | 26.1 | Volatile | 25.5 | 3.67 | 4.2 | 135 | 34 | 54 | 61 | false | Rebalance | Shift +1% to bonds from equity | 17 | -37 | BrokerA | MKT | 98 | null | null | Normal monitoring | -51 | 9 | 61 | 4 | false | Tax-aware sells next window |
P5620 | Opportunistic | Roth | USD | 2025-05-01 | 1,610,297 | 53,329 | 1,556,968 | 1.12 | 66.9 | 21.7 | 5.6 | 5.9 | IEF:14.0%;GLD:20.9%;TSLA:20.9%;QQQ:16.2%;VTI:7.0%;VNQ:20.9% | US:67.6;EU:14.2;APAC:6.0;EM:10.4;Other:1.7 | Value:+0.9;Growth:-0.5;Quality:-0.3;Size:-0.8;Momentum:+0.1;LowVol:-0.8 | MaxPos8% | 6 | 30 | 6.6 | trailing 9% | 207 | 26.2 | Sideways | 16.1 | 4.75 | 3 | 101 | 53 | 67 | 60 | false | Rebalance | Shift +1% to bonds from equity | 30 | 8 | BrokerA | VWAP | 97 | null | null | Normal monitoring | 87 | -50 | 143 | 4 | false | Tighten stops on momentum names |
P5621 | Hands-off | 401k | USD | 2025-07-09 | 543,946 | 43,452 | 500,494 | 1 | 65.2 | 19 | 8.4 | 7.4 | AAPL:16.3%;QQQ:27.9%;IEF:27.9%;VOO:27.9% | US:57.7;EU:13.2;APAC:14.3;EM:10.3;Other:4.6 | Value:-0.2;Growth:-0.7;Quality:+0.2;Size:+0.2;Momentum:+0.3;LowVol:+0.2 | MaxPos8%;NoDerivatives | 5 | 35 | 5.8 | trailing 10% | 110 | 13.6 | Bull | 16.5 | 4.98 | 3 | 102 | 51 | 62 | 59 | true | Rebalance | Rebalance back to target bands | 22 | -37 | BrokerC | LMT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 37 | -27 | 126 | 3 | false | Tax-aware sells next window |
P5622 | Hands-off | Roth | USD | 2024-07-04 | 338,291 | 25,163 | 313,128 | 1 | 64 | 20.7 | 6 | 9.3 | VNQ:21.5%;AMZN:12.5%;TSLA:20.4%;AAPL:6.0%;XLF:18.0%;BRK.B:21.5% | US:63.3;EU:17.2;APAC:13.7;EM:4.5;Other:1.3 | Value:+0.8;Growth:+0.5;Quality:-0.3;Size:-0.9;Momentum:+0.7;LowVol:+0.9 | null | 6 | 25 | 4.6 | trailing 8% | 130 | 16.2 | Volatile | 25.2 | 4.98 | 2 | 137 | 10 | 40 | 70 | false | Rebalance | Shift +1% to bonds from equity | -14 | 6 | BrokerB | MKT | 93 | null | null | Normal monitoring | 24 | 5 | 74 | 3 | false | Within IPS guidelines |
P5623 | Hands-off | Trust | USD | 2025-04-13 | 226,408 | 22,286 | 204,122 | 1 | 74.4 | 15.8 | 0.7 | 9.1 | AMZN:26.5%;VTI:20.5%;BRK.B:26.5%;HYG:26.5% | US:59.7;EU:17.6;APAC:12.9;EM:7.5;Other:2.2 | Value:+0.7;Growth:-0.0;Quality:-0.4;Size:-0.6;Momentum:-0.8;LowVol:+0.3 | null | 10 | 25 | 5.9 | trailing 10% | 123 | 19.6 | Volatile | 25.2 | 3.95 | 4.2 | 159 | -52 | 20 | 67 | false | Rebalance | Shift +1% to bonds from equity | 4 | -18 | BrokerC | VWAP | 98 | null | null | Normal monitoring | -16 | -50 | 26 | 3 | false | Within IPS guidelines |
P5624 | Systematic | Roth | USD | 2024-07-24 | 1,787,868 | 129,481 | 1,658,387 | 1 | 56.2 | 21 | 13.3 | 9.5 | MUB:24.2%;BND:24.2%;QQQ:11.5%;IEF:15.9%;HYG:24.2% | US:69.0;EU:8.4;APAC:9.6;EM:10.7;Other:2.4 | Value:+0.3;Growth:-0.4;Quality:+0.9;Size:+0.5;Momentum:-0.3;LowVol:+0.6 | MaxPos5% | 10 | 35 | 5.9 | hard 12% | 193 | 27.6 | Bear | 31.4 | 4.08 | 1.5 | 169 | -3 | 63 | 81 | true | Hedge | Buy index puts 1% notional | -3 | -6 | BrokerA | MKT | 92 | VAR>budget | Hedge | Risk above budget threshold | -55 | 16 | -8 | 5 | false | Tax-aware sells next window |
P5625 | Systematic | Taxable | USD | 2024-07-24 | 444,753 | 35,958 | 408,795 | 1 | 64.7 | 25.4 | 0.2 | 9.7 | GLD:33.3%;VTI:33.3%;QQQ:33.3% | US:69.6;EU:12.8;APAC:9.0;EM:6.6;Other:2.0 | Value:+0.9;Growth:-0.1;Quality:-0.7;Size:-0.2;Momentum:-0.2;LowVol:-0.0 | MaxPos8% | 5 | 25 | 5.9 | trailing 8% | 212 | 21.3 | Bull | 14.3 | 4.78 | 3.2 | 89 | 30 | 74 | 43 | false | Rebalance | Shift +1% to bonds from equity | 34 | 10 | BrokerD | LMT | 97 | null | null | Normal monitoring | 21 | -16 | 135 | 3 | false | Increase defensive factor exposure |
P5626 | Cautious | Roth | USD | 2024-10-21 | 343,992 | 37,087 | 306,905 | 1 | 44.5 | 37 | 7.7 | 10.8 | TLT:21.4%;QQQ:14.2%;HYG:22.7%;TSLA:19.0%;MSFT:22.7% | US:69.6;EU:9.3;APAC:11.4;EM:8.0;Other:1.7 | Value:+1.0;Growth:-0.1;Quality:+0.5;Size:+0.7;Momentum:-0.1;LowVol:-0.9 | NoDerivatives;NoMargin | 7 | 35 | 4.1 | hard 10% | 92 | 15.5 | Sideways | 16.9 | 3.62 | 3 | 119 | -1 | 55 | 40 | true | Hedge | Buy index puts 1% notional | 25 | -30 | BrokerC | VWAP | 89 | VAR>budget | Hedge | Risk above budget threshold | 74 | -13 | 65 | 3 | false | Tax-aware sells next window |
P5627 | Opportunistic | Trust | USD | 2024-10-10 | 657,041 | 46,974 | 610,067 | 1 | 70.4 | 20.5 | 1.6 | 7.6 | BRK.B:20.7%;AAPL:10.4%;VNQ:8.2%;AMZN:19.3%;MSFT:20.7%;BND:20.7% | US:68.2;EU:13.0;APAC:11.3;EM:4.2;Other:3.3 | Value:+0.2;Growth:+0.4;Quality:-0.0;Size:0.0;Momentum:-0.8;LowVol:-0.6 | null | 7 | 30 | 5.7 | trailing 9% | 269 | 28.6 | Volatile | 29.1 | 4.52 | 3.6 | 120 | 61 | 71 | 83 | true | Hedge | Buy index puts 1% notional | -2 | 2 | BrokerB | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | 83 | 17 | 186 | 4 | false | Tax-aware sells next window |
P5628 | Systematic | Trust | USD | 2024-07-15 | 924,033 | 50,358 | 873,675 | 1 | 59.6 | 31.8 | 0 | 8.6 | TLT:21.1%;IEF:13.1%;QQQ:11.1%;VNQ:13.1%;HYG:20.5%;VOO:21.1% | US:64.8;EU:19.0;APAC:8.3;EM:7.0;Other:0.9 | Value:+0.8;Growth:-0.9;Quality:+0.4;Size:+0.6;Momentum:-0.6;LowVol:+0.2 | MaxPos8% | 7 | 35 | 4.6 | trailing 8% | 210 | 16.3 | Bull | 11.2 | 4.16 | 3.2 | 80 | 10 | 70 | 30 | false | Rebalance | Shift +1% to bonds from equity | -5 | -3 | BrokerD | MKT | 85 | null | null | Normal monitoring | -23 | -17 | 61 | 3 | false | Tax-aware sells next window |
P5629 | Hands-off | IRA | USD | 2025-12-11 | 665,727 | 40,873 | 624,854 | 1 | 65.3 | 27.7 | 0 | 7.1 | MUB:15.2%;BND:18.9%;HYG:19.6%;GLD:11.1%;AAPL:20.2%;IEF:15.0% | US:69.9;EU:12.0;APAC:7.5;EM:9.1;Other:1.5 | Value:-0.8;Growth:-0.5;Quality:+0.9;Size:-0.5;Momentum:-0.5;LowVol:+0.4 | null | 8 | 25 | 5.4 | trailing 8% | 142 | 17 | Bear | 28 | 3.95 | 2.2 | 161 | -65 | 26 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -21 | BrokerD | LMT | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 43 | 20 | 65 | 3 | false | Tax-aware sells next window |
P5630 | Opportunistic | 401k | USD | 2025-08-08 | 1,644,907 | 140,462 | 1,504,445 | 1 | 76.8 | 13.6 | 1.1 | 8.5 | VOO:11.8%;AAPL:25.4%;GLD:19.5%;IEF:25.4%;VNQ:17.8% | US:62.8;EU:16.9;APAC:13.1;EM:6.3;Other:0.9 | Value:+0.6;Growth:-0.0;Quality:+0.7;Size:+0.6;Momentum:-0.5;LowVol:-0.7 | NoDerivatives | 6 | 30 | 7 | trailing 7% | 254 | 22.5 | Sideways | 14.4 | 4.9 | 2.6 | 134 | 11 | 45 | 44 | false | Rebalance | Shift +1% to bonds from equity | 34 | -23 | BrokerD | MKT | 95 | null | null | Normal monitoring | 103 | -31 | 155 | 3 | false | Tighten stops on momentum names |
P5631 | Opportunistic | 401k | USD | 2024-08-24 | 715,314 | 34,702 | 680,612 | 1.25 | 61.6 | 13.5 | 19.3 | 5.6 | BND:22.5%;QQQ:18.3%;VTI:14.3%;IEF:22.2%;HYG:22.5% | US:67.5;EU:10.1;APAC:15.6;EM:3.6;Other:3.2 | Value:-0.6;Growth:+0.7;Quality:+0.8;Size:+0.8;Momentum:-0.0;LowVol:-0.4 | MaxPos8% | 7 | 25 | 6.1 | trailing 7% | 206 | 34.8 | Volatile | 26.2 | 3.64 | 2.2 | 160 | -57 | 28 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -24 | BrokerA | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -21 | -20 | 13 | 5 | false | Increase defensive factor exposure |
P5632 | Cautious | IRA | USD | 2025-11-06 | 597,505 | 75,287 | 522,218 | 1 | 48.2 | 38.8 | 0 | 13 | AMZN:33.3%;TLT:33.3%;AAPL:33.3% | US:71.7;EU:9.0;APAC:9.6;EM:6.4;Other:3.2 | Value:+0.7;Growth:+0.7;Quality:-0.8;Size:+0.8;Momentum:+0.3;LowVol:+0.3 | NoMargin | 5 | 35 | 5.5 | trailing 8% | 148 | 15.8 | Sideways | 20.4 | 3.97 | 2.7 | 117 | 29 | 58 | 41 | false | Hedge | Add TLT +1% as duration hedge | 30 | 5 | BrokerB | MKT | 86 | null | null | Normal monitoring | 116 | -30 | 91 | 5 | false | Tighten stops on momentum names |
P5633 | Opportunistic | 401k | USD | 2024-12-04 | 1,382,137 | 89,487 | 1,292,650 | 1 | 69 | 14.5 | 10.3 | 6.3 | AAPL:26.6%;MUB:36.7%;AMZN:36.7% | US:74.4;EU:8.3;APAC:10.7;EM:4.1;Other:2.4 | Value:-0.1;Growth:-0.8;Quality:+0.3;Size:+0.7;Momentum:+0.3;LowVol:-0.0 | null | 7 | 25 | 6.6 | trailing 7% | 246 | 27.2 | Bull | 13.1 | 4.77 | 2.3 | 117 | 54 | 70 | 49 | false | Sell | Trim extended winner -1% | 33 | -13 | BrokerB | LMT | 99 | null | null | Normal monitoring | 106 | 10 | 194 | 3 | false | Within IPS guidelines |
P5634 | Active | Roth | USD | 2025-07-17 | 1,933,773 | 181,645 | 1,752,128 | 1 | 51.6 | 18.9 | 19.9 | 9.6 | VTI:25.0%;VNQ:25.0%;BRK.B:25.0%;MUB:25.0% | US:64.3;EU:15.3;APAC:15.1;EM:3.9;Other:1.3 | Value:-0.7;Growth:+0.9;Quality:+1.0;Size:+0.2;Momentum:-0.8;LowVol:+0.5 | null | 6 | 30 | 4.4 | trailing 9% | 216 | 21.2 | Sideways | 14.1 | 4.92 | 2.5 | 120 | 23 | 76 | 36 | false | Rebalance | Shift +1% to bonds from equity | -15 | -16 | BrokerC | LMT | 97 | null | null | Normal monitoring | 102 | 13 | 144 | 5 | false | Tax-aware sells next window |
P5635 | Hands-off | IRA | USD | 2025-04-22 | 230,990 | 12,922 | 218,068 | 1 | 58.1 | 21.9 | 11.5 | 8.5 | GLD:28.1%;AMZN:28.1%;MSFT:27.4%;VNQ:16.4% | US:66.4;EU:16.9;APAC:5.5;EM:10.2;Other:1.0 | Value:-0.0;Growth:+0.6;Quality:-0.7;Size:-0.4;Momentum:-0.9;LowVol:0.0 | null | 6 | 35 | 3.7 | trailing 8% | 153 | 17.8 | Volatile | 23.4 | 4.43 | 2.6 | 135 | 13 | 47 | 66 | false | Sell | Trim extended winner -1% | 13 | 8 | BrokerB | LMT | 87 | null | null | Normal monitoring | 23 | -1 | 69 | 5 | false | Monitor dispersion and breadth |
P5636 | Hands-off | Taxable | USD | 2024-12-23 | 426,852 | 34,117 | 392,735 | 1 | 66.5 | 24.9 | 1.4 | 7.2 | BND:25.7%;XLF:25.2%;VTI:23.3%;GLD:25.7% | US:66.8;EU:14.9;APAC:6.3;EM:8.4;Other:3.6 | Value:+0.2;Growth:-0.6;Quality:+0.4;Size:+0.3;Momentum:+0.1;LowVol:-0.0 | ESGOnly;NoDerivatives | 7 | 35 | 5.1 | hard 10% | 103 | 17.3 | Bull | 11 | 4.91 | 3.1 | 77 | 36 | 81 | 45 | false | Sell | Trim extended winner -1% | 35 | -25 | BrokerA | VWAP | 87 | null | null | Normal monitoring | -7 | -18 | 54 | 4 | false | Increase defensive factor exposure |
P5637 | Systematic | Taxable | USD | 2024-10-16 | 862,366 | 54,234 | 808,132 | 1 | 62.4 | 28.4 | 0 | 9.2 | IEF:33.3%;TLT:33.3%;VNQ:33.3% | US:67.9;EU:6.3;APAC:12.3;EM:9.7;Other:3.9 | Value:-0.2;Growth:-0.6;Quality:-0.1;Size:-0.3;Momentum:+0.8;LowVol:-0.7 | null | 5 | 35 | 4.5 | trailing 8% | 164 | 16 | Bull | 17.7 | 3.72 | 2.8 | 114 | 71 | 72 | 42 | true | Hedge | Buy index puts 1% notional | -15 | 11 | BrokerC | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 41 | -33 | 93 | 3 | false | Increase defensive factor exposure |
P5638 | Hands-off | 401k | USD | 2025-12-10 | 678,006 | 53,213 | 624,793 | 1 | 69 | 21.7 | 0 | 9.3 | VOO:33.3%;AAPL:33.3%;HYG:33.3% | US:66.3;EU:8.9;APAC:13.1;EM:10.3;Other:1.4 | Value:+0.6;Growth:-0.9;Quality:+0.2;Size:+0.8;Momentum:-0.3;LowVol:+0.1 | null | 6 | 30 | 3.3 | trailing 8% | 106 | 13.5 | Sideways | 19.8 | 4.89 | 3 | 96 | -8 | 43 | 59 | false | Sell | Trim extended winner -1% | -14 | 6 | BrokerD | LMT | 92 | null | null | Normal monitoring | 33 | 17 | 41 | 4 | false | Within IPS guidelines |
P5639 | Active | Taxable | USD | 2025-08-29 | 1,811,157 | 114,279 | 1,696,878 | 1 | 59.6 | 18.2 | 16.2 | 5.9 | VOO:13.1%;IEF:22.1%;BND:22.1%;VNQ:17.5%;MUB:10.2%;TLT:15.0% | US:56.5;EU:15.9;APAC:15.3;EM:11.4;Other:0.9 | Value:-0.1;Growth:-0.3;Quality:+0.7;Size:-0.6;Momentum:-0.9;LowVol:+0.3 | NoDerivatives | 7 | 25 | 5.1 | trailing 9% | 193 | 22.8 | Bull | 15 | 4.24 | 2.5 | 99 | 53 | 91 | 44 | false | Hedge | Add TLT +1% as duration hedge | -9 | -40 | BrokerA | LMT | 91 | null | null | Normal monitoring | 78 | -47 | 40 | 3 | false | Tax-aware sells next window |
P5640 | Cautious | Taxable | USD | 2024-12-31 | 483,831 | 66,946 | 416,885 | 1 | 49 | 37.5 | 0 | 13.5 | AMZN:33.3%;MUB:33.3%;QQQ:33.3% | US:74.8;EU:9.3;APAC:8.3;EM:6.3;Other:1.3 | Value:-0.2;Growth:-0.2;Quality:+0.5;Size:+0.3;Momentum:-0.2;LowVol:-0.8 | MaxPos8%;NoMargin | 10 | 35 | 5.1 | hard 10% | 139 | 12.2 | Bear | 26.9 | 3.91 | 1.7 | 177 | -87 | 5 | 71 | true | Hedge | Buy index puts 1% notional | 24 | 7 | BrokerC | LMT | 89 | VAR>budget | Hedge | Risk above budget threshold | 96 | -24 | 214 | 4 | false | Tighten stops on momentum names |
P5641 | Opportunistic | Trust | USD | 2024-08-14 | 333,124 | 22,766 | 310,358 | 1 | 65 | 20.5 | 5.8 | 8.8 | GLD:16.2%;XLF:15.2%;TSLA:17.7%;BND:19.9%;IEF:13.5%;QQQ:17.5% | US:68.5;EU:12.9;APAC:7.8;EM:6.4;Other:4.4 | Value:+0.9;Growth:+0.6;Quality:+0.6;Size:+0.4;Momentum:+0.7;LowVol:-0.4 | null | 8 | 35 | 4.9 | trailing 7% | 210 | 26.8 | Bear | 31.4 | 3.93 | 1.4 | 161 | -25 | 43 | 77 | true | Hedge | Buy index puts 1% notional | 1 | -25 | BrokerC | LMT | 90 | VAR>budget | Hedge | Risk above budget threshold | 118 | -38 | 154 | 2 | false | Tighten stops on momentum names |
P5642 | Systematic | Taxable | USD | 2024-09-07 | 1,164,245 | 63,207 | 1,101,038 | 1 | 62.4 | 24 | 8.1 | 5.5 | AAPL:24.1%;GLD:14.0%;TSLA:24.1%;VOO:24.1%;XLF:13.6% | US:55.8;EU:19.0;APAC:15.1;EM:9.2;Other:0.9 | Value:-0.3;Growth:+0.1;Quality:-0.9;Size:+0.9;Momentum:-0.2;LowVol:+0.3 | null | 5 | 35 | 5.2 | trailing 8% | 157 | 18.9 | Bear | 24.2 | 3.06 | 1.4 | 187 | -14 | 40 | 75 | true | Hedge | Buy index puts 1% notional | 30 | 11 | BrokerA | MKT | 96 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -24 | -2 | 23 | 4 | false | Tighten stops on momentum names |
P5643 | Opportunistic | Taxable | USD | 2025-04-23 | 1,350,012 | 42,831 | 1,307,181 | 1 | 72.6 | 10.1 | 13.2 | 4.1 | VNQ:14.7%;VTI:13.1%;TLT:20.1%;VOO:18.2%;TSLA:17.2%;BND:16.6% | US:64.2;EU:11.2;APAC:9.7;EM:10.1;Other:4.7 | Value:-0.6;Growth:+0.6;Quality:+0.3;Size:-0.8;Momentum:+0.9;LowVol:-0.6 | MaxPos6% | 5 | 35 | 6.4 | trailing 9% | 232 | 23.9 | Bear | 25.5 | 4.1 | 2.4 | 186 | 11 | 67 | 80 | true | Rebalance | Rebalance back to target bands | -7 | -38 | BrokerA | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 90 | -6 | 89 | 5 | false | Increase defensive factor exposure |
P5644 | Hands-off | 401k | USD | 2025-01-09 | 360,972 | 33,399 | 327,573 | 1 | 64.4 | 28.7 | 0 | 7 | BRK.B:27.7%;VOO:17.0%;IEF:27.7%;TLT:27.7% | US:73.8;EU:9.1;APAC:11.8;EM:4.4;Other:0.9 | Value:-0.1;Growth:+0.5;Quality:+0.4;Size:+0.3;Momentum:+0.2;LowVol:+0.6 | null | 7 | 35 | 3.3 | trailing 8% | 163 | 15.4 | Volatile | 29.8 | 5.18 | 2.2 | 153 | -55 | 36 | 83 | true | Hedge | Buy index puts 1% notional | 26 | -11 | BrokerB | LMT | 98 | VAR>budget | Reduce | Risk above budget threshold | 81 | -39 | 207 | 2 | false | Monitor dispersion and breadth |
P5645 | Active | Roth | USD | 2025-05-02 | 703,225 | 64,146 | 639,079 | 1 | 51 | 31.4 | 12.3 | 5.2 | QQQ:22.0%;HYG:22.0%;XLF:12.2%;MSFT:22.0%;VTI:22.0% | US:61.4;EU:9.1;APAC:14.8;EM:10.0;Other:4.7 | Value:-0.5;Growth:+0.3;Quality:+0.4;Size:+0.4;Momentum:-0.1;LowVol:-0.4 | MaxPos5% | 7 | 30 | 4.9 | trailing 8% | 178 | 25.3 | Volatile | 25.9 | 5.45 | 2 | 122 | 36 | 76 | 56 | false | Rebalance | Shift +1% to bonds from equity | -12 | -8 | BrokerA | MKT | 94 | null | null | Normal monitoring | 90 | -27 | 104 | 5 | false | Tax-aware sells next window |
P5646 | Active | Taxable | USD | 2025-08-24 | 2,360,992 | 186,917 | 2,174,075 | 1 | 50.6 | 31.8 | 10.6 | 6.9 | HYG:17.2%;VOO:20.4%;QQQ:20.4%;VNQ:17.0%;BRK.B:11.9%;XLF:13.1% | US:66.8;EU:12.2;APAC:9.0;EM:8.6;Other:3.4 | Value:+1.0;Growth:+0.6;Quality:-0.7;Size:+0.4;Momentum:-0.7;LowVol:-0.9 | MaxPos5% | 6 | 30 | 5 | trailing 8% | 178 | 16.3 | Bear | 30.6 | 4.25 | 2.4 | 186 | -104 | 7 | 81 | true | Rebalance | Rebalance back to target bands | 14 | -8 | BrokerB | MKT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 81 | -55 | 208 | 3 | false | Tighten stops on momentum names |
P5647 | Cautious | Trust | USD | 2025-09-09 | 640,714 | 88,633 | 552,081 | 1 | 47.3 | 39.2 | 0 | 13.5 | VTI:25.0%;HYG:25.0%;TLT:25.0%;QQQ:25.0% | US:71.1;EU:14.6;APAC:8.1;EM:6.0;Other:0.3 | Value:+0.9;Growth:+1.0;Quality:-0.9;Size:+0.5;Momentum:+0.1;LowVol:-0.8 | MaxPos7%;NoDerivatives;NoMargin | 6 | 25 | 4.2 | trailing 8% | 170 | 17.9 | Bull | 11.5 | 4.74 | 3.1 | 98 | 38 | 80 | 36 | false | NoAction | Within bands; monitor | 10 | -39 | BrokerB | LMT | 88 | null | null | Normal monitoring | 13 | -21 | 116 | 4 | false | Tax-aware sells next window |
P5648 | Opportunistic | Roth | USD | 2025-10-06 | 659,346 | 23,520 | 635,826 | 1 | 76.8 | 16 | 0 | 7.2 | IEF:30.1%;VOO:22.6%;QQQ:21.8%;GLD:25.4% | US:64.1;EU:17.7;APAC:8.9;EM:4.7;Other:4.6 | Value:+0.6;Growth:+0.5;Quality:-0.3;Size:+0.3;Momentum:-0.8;LowVol:+0.4 | null | 5 | 35 | 4 | trailing 7% | 177 | 32.9 | Bull | 11.4 | 3.69 | 3.1 | 104 | 34 | 82 | 42 | false | Rebalance | Shift +1% to bonds from equity | 2 | -4 | BrokerC | MKT | 99 | null | null | Normal monitoring | 111 | 14 | 74 | 4 | false | Increase defensive factor exposure |
P5649 | Hands-off | IRA | USD | 2025-07-17 | 648,032 | 46,654 | 601,378 | 1 | 59 | 29.9 | 1.8 | 9.3 | TSLA:17.0%;AMZN:24.1%;MSFT:24.1%;VNQ:24.1%;HYG:10.6% | US:66.4;EU:12.0;APAC:12.1;EM:7.7;Other:1.8 | Value:-0.5;Growth:-0.9;Quality:+0.8;Size:-0.6;Momentum:+0.2;LowVol:-0.0 | ESGOnly | 7 | 25 | 5 | trailing 10% | 161 | 13.4 | Bull | 14.4 | 3.84 | 3.4 | 108 | 112 | 100 | 49 | false | Buy | Add to core equity +1% | 1 | -21 | BrokerA | LMT | 91 | null | null | Normal monitoring | 88 | 14 | 125 | 5 | false | Monitor dispersion and breadth |
P5650 | Systematic | 401k | USD | 2025-05-21 | 1,832,567 | 132,937 | 1,699,630 | 1 | 61.3 | 30.9 | 0 | 7.8 | VTI:15.8%;XLF:24.9%;HYG:24.9%;TLT:24.9%;GLD:9.5% | US:71.3;EU:10.4;APAC:8.3;EM:4.9;Other:5.0 | Value:-0.9;Growth:+0.5;Quality:+0.5;Size:-0.7;Momentum:-0.3;LowVol:+0.3 | MaxPos5% | 7 | 35 | 4.9 | hard 12% | 217 | 26.7 | Bull | 16.9 | 3.79 | 3.2 | 84 | 54 | 73 | 59 | false | Rebalance | Shift +1% to bonds from equity | 32 | -2 | BrokerB | LMT | 93 | null | null | Normal monitoring | 1 | -35 | -4 | 5 | false | Tax-aware sells next window |
P5651 | Active | Trust | USD | 2024-09-13 | 1,851,574 | 172,526 | 1,679,048 | 1.07 | 60.8 | 27.2 | 5.3 | 6.7 | MUB:22.9%;IEF:22.9%;AMZN:19.5%;BRK.B:11.8%;QQQ:22.9% | US:58.8;EU:19.2;APAC:16.5;EM:4.6;Other:0.8 | Value:+0.9;Growth:+0.7;Quality:-0.8;Size:+0.2;Momentum:+0.2;LowVol:-0.1 | null | 5 | 35 | 4.6 | hard 12% | 211 | 18 | Bull | 12.4 | 4.67 | 2.2 | 86 | 94 | 100 | 48 | false | Sell | Trim extended winner -1% | 1 | 5 | BrokerC | LMT | 93 | null | null | Normal monitoring | -45 | -18 | 45 | 4 | false | Monitor dispersion and breadth |
P5652 | Opportunistic | IRA | USD | 2025-03-19 | 1,378,714 | 113,546 | 1,265,168 | 1.17 | 69.2 | 16.3 | 9.6 | 4.8 | QQQ:17.4%;IEF:27.5%;VNQ:27.5%;VOO:27.5% | US:68.3;EU:9.7;APAC:9.4;EM:12.6;Other:0.0 | Value:+0.1;Growth:-0.3;Quality:+0.1;Size:-0.6;Momentum:-0.1;LowVol:+0.7 | null | 5 | 25 | 4.4 | trailing 7% | 212 | 31.1 | Bull | 15.4 | 4.8 | 2.6 | 118 | 75 | 73 | 61 | false | Hedge | Add TLT +1% as duration hedge | -13 | -22 | BrokerA | MKT | 100 | null | null | Normal monitoring | 99 | 17 | 158 | 4 | false | Tax-aware sells next window |
P5653 | Active | 401k | USD | 2025-08-26 | 1,973,168 | 220,284 | 1,752,884 | 1 | 57.4 | 27.4 | 9.6 | 5.7 | AAPL:10.7%;QQQ:23.2%;IEF:23.2%;VNQ:23.2%;XLF:8.5%;GLD:11.3% | US:69.8;EU:12.7;APAC:8.5;EM:7.2;Other:1.9 | Value:+0.6;Growth:+0.5;Quality:0.0;Size:+1.0;Momentum:-0.4;LowVol:-0.7 | null | 10 | 35 | 5.4 | trailing 8% | 163 | 26.1 | Volatile | 27.1 | 4.12 | 3.7 | 153 | 13 | 65 | 64 | false | Buy | Add to core equity +1% | -5 | -30 | BrokerB | LMT | 94 | null | null | Normal monitoring | 43 | -49 | 69 | 4 | false | Tighten stops on momentum names |
P5654 | Active | Trust | USD | 2025-02-19 | 1,064,681 | 111,197 | 953,484 | 1 | 62.7 | 19.2 | 9.2 | 8.9 | VOO:33.3%;VTI:33.3%;TLT:33.3% | US:68.3;EU:16.6;APAC:5.3;EM:7.0;Other:2.8 | Value:-0.0;Growth:-0.0;Quality:+0.8;Size:-0.4;Momentum:+0.1;LowVol:+0.4 | null | 7 | 35 | 4.6 | trailing 8% | 124 | 16.2 | Volatile | 27.5 | 5.01 | 3.4 | 165 | -2 | 63 | 77 | true | Rebalance | Rebalance back to target bands | 5 | -32 | BrokerB | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 71 | -45 | 93 | 4 | false | Tax-aware sells next window |
P5655 | Active | Taxable | USD | 2025-01-24 | 1,589,150 | 159,467 | 1,429,683 | 1 | 61.9 | 29.8 | 0 | 8.3 | XLF:26.5%;MUB:21.4%;IEF:26.5%;TSLA:25.5% | US:63.6;EU:12.9;APAC:13.5;EM:4.5;Other:5.5 | Value:+0.2;Growth:-0.3;Quality:-0.9;Size:+0.5;Momentum:+0.9;LowVol:-0.6 | MaxPos7% | 8 | 25 | 4.7 | trailing 8% | 122 | 21.4 | Bear | 29.7 | 4.47 | 1.8 | 214 | -75 | 23 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | 15 | -24 | BrokerA | VWAP | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -48 | -25 | -26 | 3 | false | Monitor dispersion and breadth |
P5656 | Opportunistic | Roth | USD | 2024-08-13 | 1,562,328 | 49,791 | 1,512,537 | 1.22 | 66.9 | 15.7 | 10.4 | 7 | MSFT:27.1%;HYG:23.1%;BRK.B:27.1%;IEF:22.6% | US:69.1;EU:13.5;APAC:11.6;EM:5.4;Other:0.4 | Value:+0.1;Growth:+1.0;Quality:+0.2;Size:-0.9;Momentum:+0.1;LowVol:-0.9 | null | 5 | 25 | 6 | hard 12% | 196 | 30.2 | Bull | 15.5 | 4.65 | 2.3 | 116 | 85 | 98 | 59 | false | Sell | Trim extended winner -1% | 27 | -29 | BrokerA | MKT | 86 | null | null | Normal monitoring | 72 | -56 | 60 | 4 | false | Increase defensive factor exposure |
P5657 | Opportunistic | Trust | USD | 2024-10-10 | 1,482,229 | 91,294 | 1,390,935 | 1 | 71.4 | 15 | 5 | 8.5 | QQQ:33.3%;XLF:33.3%;TLT:33.3% | US:68.8;EU:10.8;APAC:13.3;EM:3.5;Other:3.6 | Value:0.0;Growth:-0.9;Quality:+0.3;Size:+0.7;Momentum:+0.2;LowVol:+0.3 | null | 5 | 30 | 5.4 | trailing 9% | 185 | 30.4 | Volatile | 29 | 5.23 | 4.1 | 116 | -34 | 29 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -19 | BrokerC | VWAP | 93 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -6 | -35 | -19 | 2 | false | Monitor dispersion and breadth |
P5658 | Systematic | Trust | USD | 2025-04-01 | 643,012 | 61,795 | 581,217 | 1 | 61.7 | 27.9 | 5.1 | 5.3 | AAPL:25.1%;MUB:25.1%;HYG:25.1%;MSFT:24.8% | US:60.0;EU:12.8;APAC:11.9;EM:10.3;Other:4.9 | Value:-0.2;Growth:-0.1;Quality:+0.6;Size:+0.4;Momentum:-0.7;LowVol:-0.1 | MaxPos6% | 10 | 25 | 4 | trailing 8% | 144 | 24.9 | Bull | 16.1 | 3.78 | 3.5 | 83 | 66 | 72 | 52 | false | NoAction | Within bands; monitor | 1 | -22 | BrokerA | MKT | 0 | null | null | Normal monitoring | -12 | -56 | 82 | 3 | false | Increase defensive factor exposure |
P5659 | Cautious | 401k | USD | 2024-07-05 | 578,444 | 50,999 | 527,445 | 1 | 50.3 | 32.9 | 0 | 16.8 | VTI:24.6%;QQQ:9.0%;AAPL:24.6%;XLF:17.2%;IEF:24.6% | US:71.6;EU:5.6;APAC:10.2;EM:9.4;Other:3.2 | Value:+0.6;Growth:+0.2;Quality:+0.8;Size:-0.8;Momentum:-0.6;LowVol:-0.9 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 10 | 25 | 4 | trailing 10% | 140 | 15.4 | Sideways | 17.9 | 4.6 | 2.9 | 135 | 27 | 52 | 55 | false | Sell | Trim extended winner -1% | 14 | -20 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 4 | 15 | 135 | 3 | false | Within IPS guidelines |
P5660 | Cautious | 401k | USD | 2025-11-27 | 892,848 | 136,034 | 756,814 | 1 | 47.7 | 38.1 | 0 | 14.2 | QQQ:20.1%;BND:15.9%;TLT:13.9%;AMZN:18.3%;VTI:15.2%;TSLA:16.6% | US:66.4;EU:15.3;APAC:6.0;EM:10.7;Other:1.6 | Value:+0.9;Growth:-0.9;Quality:+0.3;Size:-0.8;Momentum:+0.8;LowVol:-0.5 | MaxPos5%;NoMargin | 8 | 35 | 4.3 | trailing 10% | 146 | 18.1 | Bull | 17.9 | 4.57 | 3.5 | 117 | 83 | 76 | 38 | false | Buy | Add to core equity +1% | -15 | -15 | BrokerD | VWAP | 96 | null | null | Normal monitoring | 67 | -42 | 200 | 5 | false | Tighten stops on momentum names |
P5661 | Active | IRA | USD | 2025-03-15 | 1,942,282 | 185,272 | 1,757,010 | 1 | 52.8 | 29.5 | 11.8 | 5.9 | TLT:24.3%;BRK.B:25.2%;BND:25.2%;MSFT:25.2% | US:67.0;EU:15.3;APAC:12.5;EM:4.3;Other:0.8 | Value:-0.5;Growth:+0.6;Quality:+0.5;Size:+0.8;Momentum:-0.2;LowVol:-0.5 | null | 5 | 35 | 4.6 | trailing 9% | 161 | 27.9 | Sideways | 16.3 | 4.79 | 2 | 140 | 45 | 62 | 49 | false | Hedge | Add TLT +1% as duration hedge | 17 | -3 | BrokerC | LMT | 87 | null | null | Normal monitoring | 98 | -53 | 91 | 5 | false | Tax-aware sells next window |
P5662 | Active | Taxable | USD | 2025-09-10 | 1,120,037 | 100,750 | 1,019,287 | 1.23 | 56.5 | 23.9 | 11.7 | 7.9 | MSFT:33.3%;MUB:33.3%;AAPL:33.3% | US:66.0;EU:18.6;APAC:5.5;EM:6.9;Other:2.9 | Value:+0.2;Growth:+0.2;Quality:+0.6;Size:-0.6;Momentum:-0.9;LowVol:+0.4 | null | 8 | 25 | 5.8 | hard 12% | 202 | 27.5 | Bull | 13.8 | 4.89 | 2.6 | 111 | 5 | 57 | 46 | false | Hedge | Add TLT +1% as duration hedge | 21 | -31 | BrokerC | MKT | 95 | null | null | Normal monitoring | 49 | -44 | 38 | 5 | false | Tax-aware sells next window |
P5663 | Cautious | Roth | USD | 2025-03-23 | 643,329 | 56,686 | 586,643 | 1 | 51.4 | 37.2 | 0 | 11.4 | BRK.B:23.6%;HYG:26.6%;IEF:23.1%;TLT:26.6% | US:64.3;EU:14.7;APAC:13.1;EM:6.3;Other:1.6 | Value:+0.9;Growth:-0.2;Quality:+0.1;Size:-0.7;Momentum:0.0;LowVol:+0.9 | ESGOnly;MaxPos6%;NoMargin | 8 | 35 | 5.3 | hard 10% | 93 | 13.5 | Bull | 17.4 | 4.85 | 3.5 | 90 | 102 | 100 | 42 | false | Sell | Trim extended winner -1% | 26 | -3 | BrokerC | MKT | 95 | null | null | Normal monitoring | -46 | -15 | -60 | 5 | false | Tighten stops on momentum names |
P5664 | Opportunistic | Taxable | USD | 2024-07-28 | 1,444,090 | 92,426 | 1,351,664 | 1 | 63.5 | 21.1 | 10.7 | 4.7 | TLT:25.3%;MUB:25.3%;VTI:25.3%;VOO:11.3%;MSFT:12.9% | US:67.4;EU:11.9;APAC:13.8;EM:4.2;Other:2.7 | Value:+0.3;Growth:-0.1;Quality:-0.2;Size:-0.7;Momentum:-0.6;LowVol:-0.5 | NoDerivatives | 8 | 25 | 5.4 | hard 12% | 191 | 31.7 | Bull | 15 | 3.65 | 2.6 | 73 | 42 | 79 | 56 | false | Rebalance | Shift +1% to bonds from equity | 1 | -19 | BrokerC | LMT | 93 | null | null | Normal monitoring | -34 | -43 | 50 | 5 | false | Tighten stops on momentum names |
P5665 | Active | 401k | USD | 2024-07-10 | 1,624,663 | 117,100 | 1,507,563 | 1.18 | 61.8 | 24.9 | 4.3 | 9 | VNQ:21.2%;TLT:9.9%;HYG:21.2%;IEF:18.3%;GLD:16.5%;VTI:12.8% | US:66.6;EU:18.0;APAC:6.4;EM:4.4;Other:4.6 | Value:0.0;Growth:+0.7;Quality:+0.1;Size:+1.0;Momentum:-0.7;LowVol:-0.8 | MaxPos8% | 5 | 25 | 4 | trailing 8% | 193 | 26.4 | Volatile | 31.1 | 4.04 | 3.3 | 144 | -2 | 45 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | 1 | BrokerB | MKT | 99 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 28 | 9 | 31 | 5 | false | Tax-aware sells next window |
P5666 | Cautious | Taxable | USD | 2025-01-20 | 443,279 | 41,785 | 401,494 | 1 | 47 | 36.2 | 3.8 | 13 | AAPL:29.3%;BRK.B:29.3%;VNQ:29.3%;AMZN:12.1% | US:71.1;EU:11.7;APAC:9.8;EM:6.5;Other:0.9 | Value:-0.9;Growth:-1.0;Quality:-0.0;Size:-0.2;Momentum:+0.8;LowVol:-0.9 | ESGOnly;NoMargin | 6 | 30 | 5.8 | hard 10% | 129 | 12.7 | Bear | 28.7 | 4.2 | 1.6 | 166 | -91 | 5 | 57 | false | Rebalance | Shift +1% to bonds from equity | 7 | -7 | BrokerB | LMT | 92 | null | null | Normal monitoring | -49 | 3 | -76 | 5 | false | Monitor dispersion and breadth |
P5667 | Active | Trust | USD | 2025-10-06 | 2,239,059 | 156,329 | 2,082,730 | 1 | 67.8 | 21.4 | 4.9 | 5.9 | TLT:20.1%;TSLA:20.7%;AAPL:20.7%;XLF:7.9%;VNQ:15.0%;GLD:15.6% | US:69.5;EU:6.1;APAC:13.3;EM:8.2;Other:2.9 | Value:-0.4;Growth:+0.1;Quality:-0.7;Size:+0.2;Momentum:-0.6;LowVol:+0.9 | null | 7 | 25 | 4.4 | trailing 8% | 188 | 26.7 | Volatile | 30.1 | 5.11 | 2.3 | 154 | -19 | 51 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | 6 | BrokerC | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 120 | 4 | 201 | 4 | false | Tax-aware sells next window |
P5668 | Systematic | Roth | USD | 2025-05-06 | 679,753 | 32,455 | 647,298 | 1 | 60.8 | 32.6 | 0 | 6.6 | VTI:22.2%;VOO:22.2%;HYG:8.2%;BRK.B:16.3%;MUB:22.2%;TSLA:9.0% | US:61.5;EU:11.6;APAC:12.6;EM:11.4;Other:2.9 | Value:-0.0;Growth:-0.4;Quality:-0.5;Size:-0.8;Momentum:+0.8;LowVol:-0.8 | null | 6 | 35 | 4.3 | hard 12% | 178 | 22.1 | Bull | 17.4 | 4.71 | 2.5 | 85 | 60 | 70 | 59 | false | NoAction | Within bands; monitor | 34 | 1 | BrokerA | VWAP | 88 | null | null | Normal monitoring | -40 | -20 | 26 | 5 | false | Tax-aware sells next window |
P5669 | Hands-off | Roth | USD | 2024-11-15 | 801,666 | 39,226 | 762,440 | 1 | 60 | 20.5 | 9.6 | 9.9 | VOO:33.3%;GLD:33.3%;BRK.B:33.3% | US:69.4;EU:10.6;APAC:9.9;EM:6.5;Other:3.6 | Value:-0.5;Growth:+0.9;Quality:+0.2;Size:+0.1;Momentum:0.0;LowVol:-0.6 | ESGOnly;NoDerivatives | 10 | 25 | 3.2 | trailing 10% | 103 | 17.2 | Volatile | 24.9 | 5.35 | 2.9 | 162 | -37 | 38 | 56 | false | Rebalance | Shift +1% to bonds from equity | 31 | -2 | BrokerA | MKT | 93 | null | null | Normal monitoring | -59 | -45 | 10 | 3 | false | Tighten stops on momentum names |
P5670 | Cautious | Trust | USD | 2024-07-12 | 670,624 | 87,580 | 583,044 | 1 | 49 | 41.6 | 0 | 9.4 | XLF:17.3%;QQQ:9.8%;MSFT:21.6%;HYG:21.1%;VOO:8.7%;AAPL:21.6% | US:74.4;EU:8.1;APAC:9.3;EM:8.0;Other:0.3 | Value:+0.7;Growth:-0.3;Quality:+0.6;Size:0.0;Momentum:-0.2;LowVol:+0.3 | NoDerivatives;NoMargin | 6 | 35 | 5.5 | hard 10% | 142 | 12.1 | Bull | 17.6 | 3.84 | 2.4 | 73 | 7 | 42 | 48 | false | Buy | Add to core equity +1% | -14 | -4 | BrokerB | LMT | 94 | null | null | Normal monitoring | 80 | -50 | 163 | 5 | false | Increase defensive factor exposure |
P5671 | Active | Trust | USD | 2025-02-10 | 2,310,995 | 139,861 | 2,171,134 | 1 | 59.6 | 20.8 | 12.9 | 6.7 | GLD:14.0%;MUB:10.2%;QQQ:22.3%;BND:15.3%;IEF:15.9%;VOO:22.3% | US:64.0;EU:13.4;APAC:10.3;EM:8.7;Other:3.6 | Value:+0.7;Growth:-0.9;Quality:-0.9;Size:+0.5;Momentum:+0.7;LowVol:+0.3 | null | 8 | 35 | 5.3 | trailing 8% | 181 | 20.3 | Sideways | 19 | 4.06 | 2.8 | 128 | 38 | 76 | 63 | false | Rebalance | Shift +1% to bonds from equity | 1 | -12 | BrokerD | LMT | 98 | null | null | Normal monitoring | -38 | 16 | 10 | 5 | false | Monitor dispersion and breadth |
P5672 | Hands-off | IRA | USD | 2024-08-04 | 232,528 | 12,425 | 220,103 | 1 | 67.2 | 24.3 | 0 | 8.5 | AMZN:26.2%;VOO:26.2%;TLT:21.4%;HYG:26.2% | US:62.4;EU:12.6;APAC:12.0;EM:8.4;Other:4.7 | Value:-0.2;Growth:+0.4;Quality:-0.5;Size:+0.1;Momentum:-0.4;LowVol:-0.7 | ESGOnly | 5 | 30 | 4.7 | trailing 8% | 123 | 16 | Volatile | 23.8 | 4.81 | 4 | 159 | 79 | 75 | 75 | true | Hedge | Buy index puts 1% notional | 23 | -39 | BrokerB | MKT | 89 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 30 | -5 | 105 | 2 | false | Tax-aware sells next window |
P5673 | Systematic | 401k | USD | 2025-03-08 | 1,826,758 | 151,283 | 1,675,475 | 1 | 58.7 | 32.1 | 0 | 9.2 | MUB:13.6%;BRK.B:26.3%;MSFT:26.3%;GLD:21.1%;QQQ:12.6% | US:72.4;EU:8.1;APAC:12.5;EM:4.4;Other:2.7 | Value:-0.6;Growth:-0.4;Quality:-0.4;Size:+0.6;Momentum:+0.7;LowVol:-0.3 | NoDerivatives | 5 | 30 | 4.5 | trailing 8% | 226 | 24.7 | Volatile | 21 | 4.12 | 3 | 168 | 16 | 50 | 60 | false | Buy | Add to core equity +1% | 33 | 1 | BrokerD | LMT | 98 | null | null | Normal monitoring | 53 | -28 | 68 | 3 | false | Tax-aware sells next window |
P5674 | Systematic | Roth | USD | 2025-05-19 | 1,778,665 | 82,193 | 1,696,472 | 1 | 63.2 | 31.9 | 0 | 4.9 | BND:21.3%;AAPL:8.8%;MSFT:21.3%;VOO:16.9%;TLT:19.5%;MUB:12.1% | US:65.4;EU:13.4;APAC:8.1;EM:12.0;Other:1.1 | Value:+0.2;Growth:+0.6;Quality:-0.0;Size:-0.4;Momentum:+0.6;LowVol:+0.6 | null | 7 | 35 | 4 | hard 12% | 130 | 19.9 | Sideways | 18 | 4.28 | 2.9 | 109 | 34 | 69 | 47 | false | NoAction | Within bands; monitor | 1 | -3 | BrokerC | MKT | 0 | null | null | Normal monitoring | -60 | -5 | -25 | 3 | false | Tighten stops on momentum names |
P5675 | Active | Taxable | USD | 2025-09-08 | 1,398,620 | 105,017 | 1,293,603 | 1 | 63 | 28.4 | 0 | 8.6 | MSFT:33.3%;BRK.B:33.3%;XLF:33.3% | US:65.4;EU:10.9;APAC:11.6;EM:10.7;Other:1.4 | Value:-0.7;Growth:-0.8;Quality:+0.4;Size:+0.1;Momentum:-0.6;LowVol:-0.2 | NoDerivatives | 5 | 35 | 4.5 | hard 12% | 125 | 19.5 | Bull | 13.1 | 3.98 | 3.1 | 95 | 54 | 91 | 41 | false | Buy | Add to core equity +1% | 32 | -27 | BrokerB | MKT | 92 | null | null | Normal monitoring | 4 | 6 | 16 | 4 | false | Tax-aware sells next window |
P5676 | Opportunistic | Taxable | USD | 2025-01-26 | 675,315 | 37,062 | 638,253 | 1.22 | 60 | 20.6 | 11.1 | 8.3 | VOO:24.1%;VNQ:30.3%;HYG:15.4%;AMZN:30.3% | US:65.9;EU:15.9;APAC:7.2;EM:10.0;Other:0.9 | Value:+0.6;Growth:-0.1;Quality:+0.2;Size:+0.8;Momentum:+0.7;LowVol:+0.1 | null | 5 | 25 | 5.6 | trailing 9% | 204 | 34.7 | Sideways | 16.6 | 3.94 | 3.2 | 135 | -25 | 40 | 46 | false | Rebalance | Shift +1% to bonds from equity | 24 | -12 | BrokerD | LMT | 85 | null | null | Normal monitoring | 110 | -45 | 228 | 3 | false | Tighten stops on momentum names |
P5677 | Active | IRA | USD | 2025-03-10 | 2,290,280 | 155,731 | 2,134,549 | 1 | 61.4 | 20.7 | 8.5 | 9.4 | BND:20.6%;HYG:20.3%;TSLA:7.2%;VNQ:14.5%;MUB:16.8%;IEF:20.6% | US:62.8;EU:19.0;APAC:9.1;EM:8.5;Other:0.5 | Value:+0.4;Growth:+0.7;Quality:+0.2;Size:+0.6;Momentum:+0.6;LowVol:+0.4 | MaxPos7% | 10 | 25 | 5.2 | hard 12% | 155 | 22.4 | Sideways | 21.6 | 4.42 | 2.5 | 137 | -16 | 39 | 54 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | 8 | BrokerB | LMT | 91 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 24 | 20 | 65 | 3 | false | Monitor dispersion and breadth |
P5678 | Active | Roth | USD | 2025-11-24 | 1,361,063 | 89,939 | 1,271,124 | 1 | 66.9 | 25.3 | 2 | 5.9 | BND:26.4%;GLD:20.8%;VTI:26.4%;TSLA:26.4% | US:63.4;EU:17.1;APAC:7.7;EM:9.9;Other:1.9 | Value:+0.8;Growth:-0.1;Quality:+0.1;Size:+0.4;Momentum:-0.4;LowVol:-0.3 | null | 7 | 35 | 5.1 | hard 12% | 130 | 20.8 | Bull | 15.9 | 4.67 | 2.4 | 99 | 108 | 100 | 55 | true | Hedge | Buy index puts 1% notional | 32 | 7 | BrokerA | VWAP | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 11 | -18 | 58 | 5 | false | Tax-aware sells next window |
P5679 | Active | Taxable | USD | 2025-06-19 | 1,331,136 | 103,095 | 1,228,041 | 1 | 54.9 | 22.2 | 15.3 | 7.6 | GLD:34.0%;AAPL:34.0%;TSLA:31.9% | US:52.4;EU:20.2;APAC:14.0;EM:8.7;Other:4.7 | Value:-0.9;Growth:+0.1;Quality:+0.7;Size:-0.3;Momentum:-0.5;LowVol:-0.5 | null | 10 | 35 | 4.9 | trailing 8% | 175 | 20.3 | Bull | 13.8 | 4.93 | 3.3 | 84 | 67 | 98 | 31 | false | Buy | Add to core equity +1% | 25 | -32 | BrokerC | MKT | 86 | null | null | Normal monitoring | 65 | 5 | 166 | 4 | false | Tighten stops on momentum names |
P5680 | Systematic | IRA | USD | 2024-07-09 | 866,463 | 80,645 | 785,818 | 1 | 58.7 | 33 | 0 | 8.3 | BND:34.4%;AAPL:31.2%;VOO:34.4% | US:67.4;EU:14.7;APAC:9.7;EM:5.5;Other:2.8 | Value:+0.4;Growth:+0.7;Quality:-0.3;Size:-0.9;Momentum:+0.2;LowVol:-0.8 | MaxPos5%;NoDerivatives | 5 | 30 | 5.5 | trailing 8% | 203 | 26.4 | Bull | 11.8 | 3.82 | 2.8 | 75 | 5 | 50 | 39 | false | Rebalance | Shift +1% to bonds from equity | 28 | -13 | BrokerA | MKT | 90 | null | null | Normal monitoring | -12 | 6 | 42 | 4 | false | Increase defensive factor exposure |
P5681 | Hands-off | 401k | USD | 2025-02-05 | 729,688 | 64,289 | 665,399 | 1 | 70.8 | 17.5 | 3.7 | 8 | MUB:20.1%;HYG:20.1%;MSFT:16.1%;TSLA:8.8%;BND:19.8%;VTI:15.1% | US:64.5;EU:8.7;APAC:15.3;EM:8.3;Other:3.1 | Value:+0.7;Growth:+0.3;Quality:-0.7;Size:-0.0;Momentum:0.0;LowVol:+1.0 | ESGOnly | 5 | 35 | 4.7 | trailing 8% | 138 | 12.9 | Bear | 24.3 | 3.65 | 2.1 | 164 | -120 | 5 | 74 | true | Hedge | Buy index puts 1% notional | 9 | -35 | BrokerC | MKT | 89 | VAR>budget | Hedge | Risk above budget threshold | -10 | -6 | 46 | 3 | false | Increase defensive factor exposure |
P5682 | Active | IRA | USD | 2025-09-22 | 2,230,446 | 180,840 | 2,049,606 | 1.21 | 62.9 | 27.2 | 1.2 | 8.7 | IEF:33.3%;VTI:33.3%;GLD:33.3% | US:66.3;EU:17.4;APAC:4.6;EM:10.3;Other:1.5 | Value:-0.7;Growth:-0.4;Quality:-1.0;Size:+0.5;Momentum:+0.7;LowVol:+1.0 | MaxPos7% | 10 | 35 | 4.7 | trailing 8% | 177 | 18 | Bear | 29.7 | 3.87 | 2.6 | 158 | -77 | 5 | 71 | true | Hedge | Buy index puts 1% notional | 19 | -16 | BrokerD | LMT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -40 | -33 | 100 | 2 | false | Monitor dispersion and breadth |
P5683 | Active | 401k | USD | 2025-07-30 | 826,428 | 79,216 | 747,212 | 1.13 | 68.2 | 22.4 | 0 | 9.4 | GLD:29.6%;TSLA:21.5%;VOO:29.6%;XLF:19.3% | US:70.7;EU:7.3;APAC:5.4;EM:11.7;Other:4.8 | Value:+0.2;Growth:-0.8;Quality:+0.1;Size:+0.5;Momentum:-0.4;LowVol:-0.7 | NoDerivatives | 8 | 25 | 5.2 | trailing 9% | 126 | 25.7 | Volatile | 21.8 | 4.96 | 2.7 | 110 | 50 | 85 | 67 | false | Buy | Add to core equity +1% | 4 | 8 | BrokerC | MKT | 100 | null | null | Normal monitoring | 111 | -23 | 220 | 3 | false | Monitor dispersion and breadth |
P5684 | Cautious | IRA | USD | 2024-11-09 | 405,946 | 49,309 | 356,637 | 1 | 47.1 | 42.5 | 0 | 10.4 | BRK.B:33.3%;MUB:33.3%;MSFT:33.3% | US:63.8;EU:18.2;APAC:5.8;EM:8.0;Other:4.1 | Value:+0.6;Growth:+0.6;Quality:-0.7;Size:+0.1;Momentum:-0.6;LowVol:+0.5 | ESGOnly;NoMargin | 5 | 35 | 4.5 | trailing 8% | 148 | 16 | Bear | 22.8 | 3.31 | 2.7 | 191 | -73 | 28 | 44 | false | Sell | Trim extended winner -1% | -6 | -24 | BrokerC | LMT | 94 | null | null | Normal monitoring | -52 | 3 | -12 | 3 | false | Monitor dispersion and breadth |
P5685 | Active | Roth | USD | 2024-12-26 | 1,526,390 | 122,937 | 1,403,453 | 1 | 61.4 | 26.4 | 4.5 | 7.7 | VOO:26.6%;AAPL:26.6%;TLT:26.6%;IEF:20.2% | US:64.9;EU:18.2;APAC:10.5;EM:4.7;Other:1.8 | Value:+0.4;Growth:-0.9;Quality:+0.4;Size:+0.4;Momentum:-0.6;LowVol:+0.2 | null | 5 | 30 | 5.3 | trailing 8% | 147 | 25.3 | Sideways | 19.6 | 4.33 | 2.5 | 109 | 47 | 68 | 66 | false | Buy | Add to core equity +1% | 13 | -31 | BrokerA | LMT | 88 | null | null | Normal monitoring | -60 | -56 | -82 | 4 | false | Monitor dispersion and breadth |
P5686 | Cautious | Taxable | USD | 2024-08-27 | 458,728 | 72,267 | 386,461 | 1 | 40.8 | 39.5 | 6.6 | 13.1 | MUB:19.8%;HYG:20.2%;GLD:7.1%;VOO:16.5%;XLF:18.3%;BND:18.0% | US:65.6;EU:18.3;APAC:6.5;EM:9.2;Other:0.4 | Value:+0.8;Growth:+0.1;Quality:+0.3;Size:+0.1;Momentum:+0.7;LowVol:-0.9 | NoMargin | 6 | 30 | 5.1 | trailing 8% | 134 | 15.7 | Sideways | 16.1 | 4.02 | 2.8 | 118 | 42 | 81 | 42 | false | Sell | Trim extended winner -1% | -5 | 7 | BrokerA | LMT | 96 | null | null | Normal monitoring | 24 | -16 | 53 | 3 | false | Monitor dispersion and breadth |
P5687 | Active | 401k | USD | 2025-03-05 | 1,778,393 | 200,849 | 1,577,544 | 1 | 56.7 | 25.1 | 11.5 | 6.7 | VOO:27.1%;VNQ:27.1%;MUB:18.6%;XLF:27.1% | US:58.7;EU:17.2;APAC:10.5;EM:9.9;Other:3.8 | Value:+0.6;Growth:+0.9;Quality:-0.5;Size:-0.3;Momentum:+0.1;LowVol:-0.6 | null | 7 | 35 | 4.6 | trailing 9% | 138 | 17.6 | Volatile | 21 | 3.95 | 3.5 | 179 | 75 | 82 | 52 | true | Hedge | Buy index puts 1% notional | 27 | 3 | BrokerD | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 119 | -42 | 148 | 5 | false | Tighten stops on momentum names |
P5688 | Hands-off | IRA | USD | 2024-11-03 | 736,396 | 51,986 | 684,410 | 1 | 67.3 | 24.9 | 0 | 7.8 | BRK.B:19.7%;HYG:16.7%;MUB:18.2%;MSFT:14.2%;VNQ:14.5%;XLF:16.7% | US:77.0;EU:6.2;APAC:10.3;EM:3.7;Other:2.8 | Value:-0.7;Growth:+0.7;Quality:-0.6;Size:-0.2;Momentum:+0.7;LowVol:+0.1 | MaxPos7% | 5 | 25 | 5.6 | trailing 8% | 112 | 18.4 | Sideways | 21.4 | 3.84 | 3.1 | 106 | 2 | 41 | 60 | false | NoAction | Within bands; monitor | 32 | -36 | BrokerC | LMT | 99 | null | null | Normal monitoring | 32 | -17 | 136 | 4 | false | Within IPS guidelines |
P5689 | Cautious | IRA | USD | 2025-05-28 | 658,564 | 76,170 | 582,394 | 1 | 35.9 | 38 | 10 | 16.2 | AAPL:20.9%;TLT:20.7%;MSFT:13.9%;BRK.B:15.7%;GLD:20.9%;BND:8.0% | US:74.5;EU:8.4;APAC:7.1;EM:5.6;Other:4.4 | Value:+0.5;Growth:-0.8;Quality:+0.5;Size:+1.0;Momentum:-0.7;LowVol:+0.1 | NoDerivatives;NoMargin | 6 | 25 | 4.5 | trailing 8% | 170 | 16.1 | Volatile | 26.5 | 4.01 | 2.5 | 133 | 71 | 93 | 53 | false | Buy | Add to core equity +1% | 33 | 9 | BrokerB | MKT | 99 | null | null | Normal monitoring | 44 | -9 | 169 | 4 | false | Tighten stops on momentum names |
P5690 | Systematic | Roth | USD | 2024-08-02 | 1,594,613 | 98,496 | 1,496,117 | 1 | 56.3 | 28 | 9.7 | 6 | IEF:27.1%;MSFT:18.6%;AMZN:27.1%;VNQ:27.1% | US:73.1;EU:6.8;APAC:11.9;EM:5.9;Other:2.4 | Value:+0.4;Growth:+0.4;Quality:+0.4;Size:+0.3;Momentum:-0.4;LowVol:-0.4 | NoDerivatives | 8 | 30 | 5.5 | trailing 9% | 127 | 17.3 | Bear | 32.9 | 3.98 | 2.9 | 174 | -55 | 36 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -17 | BrokerD | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 118 | -13 | 208 | 2 | false | Tighten stops on momentum names |
P5691 | Cautious | 401k | USD | 2025-05-30 | 860,439 | 133,277 | 727,162 | 1 | 40.3 | 34.5 | 8.8 | 16.4 | MSFT:23.3%;IEF:21.8%;GLD:23.3%;MUB:10.6%;BND:9.1%;HYG:11.8% | US:67.3;EU:8.1;APAC:16.3;EM:6.5;Other:1.9 | Value:-0.2;Growth:-0.8;Quality:+0.6;Size:-0.1;Momentum:-0.8;LowVol:-0.9 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 5.6 | trailing 8% | 149 | 15.3 | Bear | 25.8 | 3.88 | 2.1 | 146 | -40 | 35 | 46 | false | Buy | Add to core equity +1% | 35 | -26 | BrokerA | MKT | 96 | null | null | Normal monitoring | 31 | -7 | -6 | 5 | false | Monitor dispersion and breadth |
P5692 | Systematic | IRA | USD | 2025-07-26 | 1,405,590 | 95,743 | 1,309,847 | 1 | 67.1 | 27.8 | 0 | 5.1 | VOO:24.6%;AMZN:16.4%;VTI:23.9%;AAPL:24.6%;MUB:10.5% | US:63.5;EU:13.2;APAC:16.8;EM:6.4;Other:0.1 | Value:-0.3;Growth:+0.9;Quality:-0.1;Size:-0.2;Momentum:0.0;LowVol:-0.5 | MaxPos7% | 8 | 25 | 5.9 | trailing 8% | 121 | 23.3 | Volatile | 27.5 | 5.42 | 2.5 | 117 | 26 | 58 | 80 | true | Hedge | Buy index puts 1% notional | 12 | -12 | BrokerD | LMT | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 93 | 14 | 146 | 2 | true | Increase defensive factor exposure |
P5693 | Hands-off | 401k | USD | 2024-09-28 | 380,361 | 35,312 | 345,049 | 1 | 72.1 | 19.8 | 0 | 8.1 | VNQ:23.9%;MSFT:17.9%;VOO:23.9%;AMZN:19.4%;MUB:14.9% | US:70.3;EU:7.5;APAC:9.8;EM:10.2;Other:2.2 | Value:-0.6;Growth:-0.9;Quality:+0.6;Size:+0.2;Momentum:-0.4;LowVol:+0.6 | ESGOnly | 10 | 25 | 5.5 | trailing 8% | 92 | 17.2 | Bear | 29 | 3.89 | 2.3 | 178 | -44 | 27 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | 4 | BrokerB | MKT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 88 | -30 | 202 | 3 | false | Within IPS guidelines |
P5694 | Hands-off | 401k | USD | 2024-11-17 | 806,298 | 46,026 | 760,272 | 1 | 56 | 15.8 | 19.3 | 8.9 | MSFT:33.3%;QQQ:33.3%;VNQ:33.3% | US:69.0;EU:15.0;APAC:6.5;EM:9.3;Other:0.1 | Value:+0.1;Growth:-0.4;Quality:+0.9;Size:-0.3;Momentum:+0.8;LowVol:-0.9 | null | 8 | 25 | 3.1 | trailing 10% | 91 | 13.9 | Volatile | 23.4 | 3.73 | 3.5 | 158 | -11 | 39 | 60 | false | Sell | Trim extended winner -1% | -4 | 1 | BrokerD | LMT | 89 | null | null | Normal monitoring | 25 | -20 | 80 | 4 | false | Tighten stops on momentum names |
P5695 | Opportunistic | Taxable | USD | 2024-10-06 | 1,026,131 | 67,463 | 958,668 | 1 | 76.4 | 14.7 | 4.4 | 4.6 | BND:22.6%;BRK.B:9.7%;VTI:22.6%;TLT:22.6%;IEF:22.6% | US:58.9;EU:17.2;APAC:10.0;EM:9.4;Other:4.5 | Value:+0.9;Growth:-0.3;Quality:+0.3;Size:-0.6;Momentum:+0.8;LowVol:+0.8 | NoDerivatives | 7 | 30 | 4.3 | trailing 9% | 194 | 31.5 | Volatile | 25.3 | 5.18 | 3.6 | 161 | 8 | 56 | 68 | false | Buy | Add to core equity +1% | 31 | -36 | BrokerA | VWAP | 88 | null | null | Normal monitoring | -9 | -2 | -11 | 4 | false | Tax-aware sells next window |
P5696 | Opportunistic | Trust | USD | 2025-04-16 | 951,058 | 47,254 | 903,804 | 1 | 65.8 | 21.1 | 7.3 | 5.8 | QQQ:20.8%;BRK.B:14.3%;IEF:20.8%;VTI:17.4%;VOO:20.8%;HYG:6.0% | US:58.8;EU:19.5;APAC:5.7;EM:11.3;Other:4.7 | Value:+0.8;Growth:-0.8;Quality:-0.5;Size:+0.7;Momentum:-0.3;LowVol:-0.3 | NoDerivatives | 7 | 25 | 6.4 | trailing 9% | 240 | 32.1 | Bull | 12 | 3.85 | 2.8 | 90 | 106 | 91 | 48 | false | Buy | Add to core equity +1% | 4 | -5 | BrokerC | LMT | 85 | null | null | Normal monitoring | 114 | -27 | 158 | 5 | false | Within IPS guidelines |
P5697 | Cautious | Taxable | USD | 2024-12-28 | 528,845 | 53,920 | 474,925 | 1 | 42.8 | 32.7 | 11.5 | 13 | VNQ:17.2%;MUB:20.3%;TLT:19.7%;AAPL:17.8%;AMZN:14.7%;MSFT:10.3% | US:62.4;EU:17.6;APAC:11.8;EM:3.3;Other:4.8 | Value:-0.6;Growth:0.0;Quality:+0.2;Size:+0.4;Momentum:-0.1;LowVol:-0.1 | ESGOnly;NoMargin | 6 | 35 | 4.1 | trailing 8% | 105 | 19.6 | Sideways | 19.8 | 4.84 | 3.4 | 110 | 49 | 80 | 50 | false | Buy | Add to core equity +1% | 26 | 7 | BrokerB | MKT | 90 | null | null | Normal monitoring | 31 | -38 | 162 | 3 | false | Tax-aware sells next window |
P5698 | Active | Trust | USD | 2024-11-25 | 2,093,649 | 187,761 | 1,905,888 | 1 | 59.4 | 28.3 | 2.6 | 9.7 | MUB:19.1%;MSFT:12.1%;GLD:21.1%;IEF:21.1%;QQQ:18.7%;TLT:7.9% | US:66.7;EU:11.7;APAC:11.1;EM:6.2;Other:4.3 | Value:-0.7;Growth:+0.7;Quality:-0.1;Size:+0.8;Momentum:+0.3;LowVol:-0.9 | null | 5 | 35 | 4.6 | hard 12% | 130 | 23 | Volatile | 29.4 | 3.74 | 3.1 | 147 | 15 | 55 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | 1 | BrokerB | MKT | 90 | VAR>budget | Reduce | Risk above budget threshold | 13 | 16 | 8 | 2 | false | Increase defensive factor exposure |
P5699 | Cautious | Taxable | USD | 2025-03-18 | 584,890 | 92,251 | 492,639 | 1 | 39.3 | 38.1 | 10.1 | 12.4 | VNQ:33.3%;IEF:33.3%;QQQ:33.3% | US:70.9;EU:9.3;APAC:10.2;EM:5.4;Other:4.2 | Value:-0.0;Growth:-0.4;Quality:-0.4;Size:-0.9;Momentum:+0.1;LowVol:-0.7 | ESGOnly;NoMargin | 6 | 30 | 5.6 | trailing 8% | 143 | 13.4 | Volatile | 25.2 | 4.48 | 3.3 | 171 | 74 | 73 | 61 | false | Hedge | Add TLT +1% as duration hedge | 21 | -3 | BrokerC | MKT | 87 | null | null | Normal monitoring | 49 | -45 | 177 | 3 | false | Increase defensive factor exposure |
P5700 | Systematic | Roth | USD | 2025-02-25 | 1,108,593 | 84,817 | 1,023,776 | 1 | 56.4 | 34.8 | 1.1 | 7.7 | IEF:21.4%;TLT:5.9%;BRK.B:15.0%;AAPL:21.4%;GLD:14.8%;MUB:21.4% | US:58.9;EU:18.8;APAC:7.5;EM:10.3;Other:4.6 | Value:+0.5;Growth:+0.5;Quality:-0.5;Size:-0.7;Momentum:-0.5;LowVol:0.0 | null | 8 | 30 | 4.1 | trailing 8% | 164 | 26 | Bear | 33.9 | 4.07 | 1.6 | 142 | -5 | 48 | 88 | true | Rebalance | Rebalance back to target bands | 3 | 0 | BrokerA | LMT | 95 | VAR>budget | Pause | Risk above budget threshold | -4 | -54 | 25 | 4 | false | Monitor dispersion and breadth |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.