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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5701 | Hands-off | 401k | USD | 2025-12-23 | 283,801 | 26,940 | 256,861 | 1 | 63.3 | 26.9 | 1.4 | 8.4 | GLD:27.0%;AAPL:24.5%;TSLA:27.0%;QQQ:21.6% | US:71.8;EU:7.6;APAC:7.8;EM:11.5;Other:1.3 | Value:-0.9;Growth:+0.1;Quality:-0.6;Size:+0.5;Momentum:-0.7;LowVol:+1.0 | ESGOnly | 6 | 35 | 5.4 | trailing 8% | 120 | 13.2 | Sideways | 17.3 | 4.88 | 3.1 | 109 | -4 | 33 | 44 | false | Buy | Add to core equity +1% | 2 | -22 | BrokerA | MKT | 100 | null | null | Normal monitoring | 111 | -17 | 214 | 3 | false | Tax-aware sells next window |
P5702 | Cautious | 401k | USD | 2025-01-21 | 369,081 | 56,877 | 312,204 | 1 | 38 | 34.5 | 10.7 | 16.8 | BRK.B:33.8%;TSLA:32.5%;VOO:33.8% | US:71.8;EU:17.3;APAC:5.1;EM:3.5;Other:2.3 | Value:-0.9;Growth:-0.7;Quality:+0.5;Size:-0.9;Momentum:-0.6;LowVol:+0.3 | ESGOnly;NoMargin | 10 | 30 | 4 | hard 10% | 164 | 13.2 | Sideways | 21.2 | 4.99 | 3.3 | 132 | -23 | 46 | 37 | false | Sell | Trim extended winner -1% | 11 | 9 | BrokerB | LMT | 85 | null | null | Normal monitoring | 16 | -28 | 146 | 3 | false | Monitor dispersion and breadth |
P5703 | Systematic | 401k | USD | 2025-02-16 | 1,466,498 | 77,539 | 1,388,959 | 1 | 63.4 | 20.9 | 10.3 | 5.4 | AAPL:29.3%;XLF:29.3%;VOO:29.3%;VTI:12.0% | US:69.4;EU:13.0;APAC:10.6;EM:6.9;Other:0.1 | Value:+0.8;Growth:-0.2;Quality:+0.4;Size:+0.3;Momentum:-0.0;LowVol:-0.8 | null | 8 | 35 | 4.9 | hard 12% | 214 | 17.1 | Sideways | 21.1 | 4.85 | 2.4 | 137 | 31 | 66 | 61 | false | NoAction | Within bands; monitor | 7 | 2 | BrokerD | MKT | 0 | null | null | Normal monitoring | -49 | -13 | 39 | 4 | false | Tighten stops on momentum names |
P5704 | Active | Roth | USD | 2025-12-11 | 1,313,204 | 135,190 | 1,178,014 | 1 | 65.9 | 26.4 | 0 | 7.7 | TSLA:19.5%;BND:13.5%;BRK.B:14.3%;HYG:19.6%;VTI:13.1%;QQQ:20.1% | US:76.9;EU:6.6;APAC:11.7;EM:3.1;Other:1.7 | Value:+0.9;Growth:-0.8;Quality:+0.7;Size:-0.4;Momentum:-1.0;LowVol:0.0 | null | 6 | 25 | 5.8 | hard 12% | 166 | 17.6 | Bull | 15.1 | 3.69 | 3.5 | 103 | 25 | 49 | 57 | false | Rebalance | Shift +1% to bonds from equity | 3 | 12 | BrokerB | VWAP | 93 | null | null | Normal monitoring | 42 | 4 | 154 | 3 | false | Tax-aware sells next window |
P5705 | Hands-off | IRA | USD | 2025-07-26 | 275,215 | 17,367 | 257,848 | 1 | 64.8 | 16.5 | 11.9 | 6.8 | VNQ:34.3%;GLD:31.3%;XLF:34.3% | US:61.7;EU:17.7;APAC:12.4;EM:4.6;Other:3.7 | Value:+0.9;Growth:0.0;Quality:+0.5;Size:+0.3;Momentum:+0.6;LowVol:+0.7 | ESGOnly;NoDerivatives | 10 | 35 | 3.2 | trailing 8% | 92 | 13.5 | Bull | 16.4 | 4.45 | 2.3 | 76 | 106 | 100 | 59 | true | Rebalance | Rebalance back to target bands | 20 | -12 | BrokerB | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 12 | -17 | 142 | 2 | false | Monitor dispersion and breadth |
P5706 | Hands-off | 401k | USD | 2025-11-02 | 622,351 | 61,456 | 560,895 | 1 | 58.1 | 17.9 | 14.2 | 9.7 | BRK.B:33.3%;IEF:33.3%;TSLA:33.3% | US:67.6;EU:11.9;APAC:11.9;EM:6.7;Other:2.0 | Value:-0.2;Growth:-0.1;Quality:+0.6;Size:-0.8;Momentum:+0.7;LowVol:+0.3 | ESGOnly | 5 | 35 | 5.1 | hard 10% | 152 | 12.7 | Sideways | 20.2 | 4.83 | 2.7 | 122 | 5 | 40 | 52 | false | Buy | Add to core equity +1% | -5 | -26 | BrokerA | MKT | 91 | null | null | Normal monitoring | 79 | -47 | 66 | 5 | false | Tax-aware sells next window |
P5707 | Cautious | IRA | USD | 2024-10-14 | 331,699 | 48,089 | 283,610 | 1 | 49.4 | 38.2 | 0 | 12.5 | QQQ:33.3%;MSFT:33.3%;HYG:33.3% | US:68.4;EU:11.7;APAC:6.8;EM:12.4;Other:0.7 | Value:-0.1;Growth:-0.5;Quality:+0.1;Size:-0.5;Momentum:+0.1;LowVol:+0.2 | ESGOnly;NoDerivatives;NoMargin | 7 | 25 | 3.7 | trailing 8% | 106 | 15.9 | Bear | 23.9 | 4.07 | 1.4 | 186 | 29 | 59 | 49 | false | Sell | Trim extended winner -1% | 23 | -16 | BrokerC | MKT | 90 | null | null | Normal monitoring | -3 | -34 | 9 | 4 | false | Tighten stops on momentum names |
P5708 | Systematic | 401k | USD | 2024-10-11 | 1,899,026 | 181,536 | 1,717,490 | 1 | 66.2 | 25.6 | 0 | 8.2 | AMZN:32.5%;TSLA:33.8%;VOO:33.8% | US:70.3;EU:10.3;APAC:9.2;EM:9.0;Other:1.1 | Value:-0.4;Growth:+0.2;Quality:-0.1;Size:+0.7;Momentum:+0.9;LowVol:-0.0 | MaxPos8% | 6 | 35 | 4.2 | trailing 9% | 174 | 23.9 | Sideways | 20.2 | 4.52 | 2.1 | 99 | 23 | 47 | 62 | false | Rebalance | Shift +1% to bonds from equity | 27 | -13 | BrokerA | MKT | 85 | null | null | Normal monitoring | 8 | 8 | 65 | 3 | false | Tighten stops on momentum names |
P5709 | Active | 401k | USD | 2025-08-08 | 822,011 | 63,766 | 758,245 | 1.24 | 56.7 | 27.8 | 6.5 | 9 | XLF:28.5%;VOO:28.5%;BND:14.4%;BRK.B:28.5% | US:72.5;EU:13.1;APAC:6.3;EM:7.8;Other:0.3 | Value:-0.3;Growth:-0.3;Quality:-0.8;Size:-0.9;Momentum:+0.6;LowVol:-0.2 | NoDerivatives | 7 | 35 | 4.5 | trailing 8% | 221 | 25.3 | Bull | 13.8 | 4.48 | 2.4 | 78 | 31 | 56 | 42 | false | Buy | Add to core equity +1% | 0 | 14 | BrokerA | MKT | 99 | null | null | Normal monitoring | 79 | 0 | 149 | 5 | false | Tighten stops on momentum names |
P5710 | Cautious | IRA | USD | 2025-09-22 | 614,214 | 88,387 | 525,827 | 1 | 41.1 | 43.3 | 2.1 | 13.5 | MSFT:33.3%;BND:33.3%;AMZN:33.3% | US:66.0;EU:12.9;APAC:10.3;EM:6.1;Other:4.7 | Value:-0.3;Growth:+0.7;Quality:+0.8;Size:+0.3;Momentum:+0.9;LowVol:+1.0 | MaxPos7%;NoMargin | 8 | 35 | 4.1 | trailing 10% | 167 | 13.5 | Bull | 17.7 | 4.81 | 2.5 | 82 | 104 | 96 | 31 | false | Sell | Trim extended winner -1% | 0 | 15 | BrokerA | MKT | 89 | null | null | Normal monitoring | -49 | 16 | -3 | 3 | false | Increase defensive factor exposure |
P5711 | Hands-off | Taxable | USD | 2024-11-07 | 729,048 | 40,241 | 688,807 | 1 | 60.2 | 22.4 | 11 | 6.3 | BRK.B:23.6%;MUB:11.8%;AAPL:17.4%;BND:23.6%;VOO:23.6% | US:71.2;EU:14.6;APAC:6.3;EM:3.3;Other:4.7 | Value:+0.1;Growth:+0.6;Quality:-0.5;Size:-0.6;Momentum:-0.2;LowVol:+1.0 | ESGOnly;MaxPos5% | 7 | 35 | 4.9 | trailing 10% | 130 | 19 | Sideways | 19.1 | 3.62 | 3.4 | 121 | 6 | 68 | 54 | false | Buy | Add to core equity +1% | 28 | -35 | BrokerA | LMT | 100 | null | null | Normal monitoring | -32 | -25 | 90 | 4 | false | Increase defensive factor exposure |
P5712 | Cautious | IRA | USD | 2025-04-13 | 379,341 | 34,500 | 344,841 | 1 | 46.5 | 36.9 | 3.9 | 12.7 | IEF:25.0%;GLD:25.0%;BRK.B:25.0%;AAPL:25.0% | US:69.4;EU:18.7;APAC:6.4;EM:4.0;Other:1.4 | Value:-0.1;Growth:+0.5;Quality:0.0;Size:+0.4;Momentum:-0.3;LowVol:-0.9 | NoDerivatives;NoMargin | 10 | 25 | 3.5 | trailing 10% | 111 | 18.2 | Bull | 16.2 | 4.43 | 2.4 | 92 | 84 | 98 | 30 | false | Rebalance | Shift +1% to bonds from equity | -1 | 1 | BrokerC | VWAP | 99 | null | null | Normal monitoring | 78 | -59 | 119 | 3 | false | Within IPS guidelines |
P5713 | Active | 401k | USD | 2025-03-01 | 1,283,128 | 108,789 | 1,174,339 | 1 | 62.7 | 18.8 | 11.7 | 6.8 | IEF:12.5%;AAPL:16.6%;MSFT:8.1%;HYG:21.7%;VOO:21.7%;VTI:19.4% | US:65.6;EU:8.6;APAC:10.7;EM:10.6;Other:4.5 | Value:+0.3;Growth:+0.1;Quality:+0.3;Size:-0.1;Momentum:-0.3;LowVol:-1.0 | NoDerivatives | 10 | 30 | 4.6 | trailing 9% | 126 | 18.4 | Volatile | 29 | 5.25 | 3.7 | 153 | -36 | 21 | 84 | true | Hedge | Buy index puts 1% notional | 34 | -4 | BrokerA | MKT | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -30 | 17 | 108 | 3 | false | Increase defensive factor exposure |
P5714 | Hands-off | Taxable | USD | 2024-08-01 | 829,645 | 46,124 | 783,521 | 1 | 59.6 | 21.9 | 11.8 | 6.7 | QQQ:33.3%;VOO:33.3%;VTI:33.3% | US:69.6;EU:12.5;APAC:10.5;EM:4.4;Other:3.0 | Value:-0.1;Growth:+0.7;Quality:-0.9;Size:-0.6;Momentum:+0.9;LowVol:-0.0 | NoDerivatives | 5 | 35 | 4.9 | trailing 10% | 154 | 12.9 | Volatile | 26 | 5.49 | 3 | 118 | -45 | 24 | 77 | true | Rebalance | Rebalance back to target bands | 1 | -2 | BrokerD | MKT | 85 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -44 | -22 | 8 | 5 | false | Tax-aware sells next window |
P5715 | Cautious | IRA | USD | 2025-04-08 | 734,199 | 91,182 | 643,017 | 1 | 39.7 | 31.7 | 17.4 | 11.2 | MUB:16.8%;TSLA:22.1%;VTI:21.9%;XLF:17.1%;BND:22.1% | US:62.3;EU:12.2;APAC:12.4;EM:10.5;Other:2.6 | Value:+0.8;Growth:-0.8;Quality:-0.5;Size:+0.7;Momentum:-0.9;LowVol:+0.9 | NoDerivatives;NoMargin | 8 | 35 | 4.2 | trailing 10% | 133 | 15.4 | Bull | 17.7 | 4.42 | 2.9 | 90 | 37 | 79 | 43 | true | Rebalance | Rebalance back to target bands | 12 | -16 | BrokerB | LMT | 97 | VAR>budget | Pause | Risk above budget threshold | 105 | -39 | 155 | 3 | false | Tax-aware sells next window |
P5716 | Active | 401k | USD | 2024-11-06 | 825,515 | 79,196 | 746,319 | 1 | 64.7 | 27.8 | 0 | 7.5 | VOO:9.0%;VNQ:18.0%;VTI:13.6%;AMZN:13.5%;BND:23.0%;XLF:23.0% | US:72.1;EU:6.8;APAC:13.5;EM:5.5;Other:2.1 | Value:-0.7;Growth:+0.8;Quality:+1.0;Size:-0.3;Momentum:+0.6;LowVol:-0.4 | MaxPos5% | 7 | 25 | 4 | trailing 9% | 221 | 22.1 | Sideways | 16.8 | 4.98 | 2.1 | 112 | 41 | 67 | 48 | false | Rebalance | Shift +1% to bonds from equity | 10 | 13 | BrokerA | LMT | 87 | null | null | Normal monitoring | 4 | 9 | 9 | 5 | false | Tighten stops on momentum names |
P5717 | Active | 401k | USD | 2025-12-01 | 2,176,359 | 148,509 | 2,027,850 | 1.09 | 50 | 20.2 | 23.9 | 5.9 | MUB:21.2%;VNQ:17.8%;AAPL:10.2%;XLF:8.6%;GLD:21.2%;HYG:21.0% | US:60.5;EU:19.9;APAC:11.9;EM:4.4;Other:3.2 | Value:-0.2;Growth:-0.4;Quality:+1.0;Size:-0.1;Momentum:-0.7;LowVol:-0.9 | NoDerivatives | 10 | 35 | 5.6 | trailing 9% | 187 | 25.6 | Sideways | 16 | 4.6 | 2.3 | 95 | 36 | 75 | 45 | false | Rebalance | Shift +1% to bonds from equity | 9 | -30 | BrokerD | MKT | 92 | null | null | Normal monitoring | -17 | -48 | 66 | 5 | false | Tighten stops on momentum names |
P5718 | Active | 401k | USD | 2025-08-11 | 613,187 | 67,450 | 545,737 | 1 | 57.9 | 25.6 | 8.9 | 7.5 | TSLA:18.0%;HYG:22.5%;GLD:29.8%;MSFT:29.8% | US:82.5;EU:6.1;APAC:5.5;EM:5.3;Other:0.6 | Value:+0.7;Growth:+1.0;Quality:-0.7;Size:-0.4;Momentum:+0.9;LowVol:-0.6 | null | 10 | 25 | 4.9 | trailing 8% | 221 | 24.1 | Bull | 13.2 | 3.91 | 2.9 | 86 | 119 | 100 | 41 | true | Hedge | Buy index puts 1% notional | 9 | -31 | BrokerD | VWAP | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 19 | -42 | 116 | 4 | false | Tax-aware sells next window |
P5719 | Opportunistic | Roth | USD | 2024-11-04 | 362,998 | 17,202 | 345,796 | 1 | 73 | 20.9 | 0.4 | 5.7 | AMZN:21.0%;MUB:21.0%;HYG:14.8%;TLT:21.0%;BND:12.2%;TSLA:10.0% | US:71.0;EU:7.9;APAC:8.4;EM:9.1;Other:3.6 | Value:-0.6;Growth:+0.5;Quality:+0.7;Size:-0.9;Momentum:+0.5;LowVol:-0.9 | null | 5 | 30 | 4.7 | hard 12% | 263 | 29.4 | Bear | 26.8 | 4.03 | 2.9 | 193 | -83 | 12 | 68 | false | Sell | Trim extended winner -1% | -5 | -11 | BrokerC | LMT | 88 | null | null | Normal monitoring | 105 | 5 | 105 | 3 | false | Within IPS guidelines |
P5720 | Hands-off | 401k | USD | 2024-10-12 | 198,525 | 13,387 | 185,138 | 1 | 58.3 | 17.4 | 19.1 | 5.2 | MSFT:15.8%;TLT:23.3%;AMZN:23.3%;XLF:8.9%;GLD:14.2%;TSLA:14.5% | US:67.9;EU:14.4;APAC:12.2;EM:3.8;Other:1.7 | Value:+0.5;Growth:+0.5;Quality:+0.1;Size:-0.2;Momentum:+0.4;LowVol:-0.2 | null | 10 | 30 | 6 | hard 10% | 113 | 18.9 | Bear | 22.7 | 3.61 | 1.5 | 163 | -66 | 5 | 57 | false | Rebalance | Shift +1% to bonds from equity | 26 | -8 | BrokerA | MKT | 99 | null | null | Normal monitoring | 2 | -7 | 77 | 4 | false | Tighten stops on momentum names |
P5721 | Systematic | IRA | USD | 2025-07-24 | 665,791 | 41,231 | 624,560 | 1 | 63.2 | 22 | 9.7 | 5.1 | HYG:15.5%;QQQ:20.1%;VNQ:15.9%;IEF:8.6%;XLF:19.8%;AMZN:20.1% | US:56.1;EU:19.9;APAC:13.3;EM:7.2;Other:3.5 | Value:-0.4;Growth:-1.0;Quality:-0.0;Size:+0.6;Momentum:-0.5;LowVol:+0.7 | null | 10 | 35 | 5.6 | trailing 9% | 175 | 18.2 | Bull | 17.7 | 3.85 | 2 | 100 | 53 | 82 | 62 | false | Buy | Add to core equity +1% | 31 | -21 | BrokerB | MKT | 99 | null | null | Normal monitoring | 39 | -31 | 112 | 3 | false | Tax-aware sells next window |
P5722 | Opportunistic | 401k | USD | 2025-11-20 | 1,099,802 | 58,093 | 1,041,709 | 1.06 | 67.1 | 11.8 | 15.6 | 5.4 | BRK.B:27.3%;MUB:27.3%;AMZN:27.3%;TSLA:18.1% | US:58.4;EU:20.1;APAC:6.7;EM:11.0;Other:3.8 | Value:-0.3;Growth:-0.5;Quality:-0.6;Size:-0.5;Momentum:+0.5;LowVol:+0.8 | null | 10 | 25 | 4.6 | hard 12% | 225 | 33.3 | Sideways | 18.4 | 4.16 | 2.1 | 113 | -9 | 40 | 54 | false | Buy | Add to core equity +1% | 25 | -28 | BrokerA | MKT | 93 | null | null | Normal monitoring | 29 | -28 | 129 | 3 | false | Within IPS guidelines |
P5723 | Cautious | Roth | USD | 2025-04-27 | 755,594 | 90,986 | 664,608 | 1 | 41.8 | 35.5 | 6 | 16.7 | TLT:23.9%;VTI:27.8%;GLD:27.8%;BND:20.5% | US:62.9;EU:12.1;APAC:12.2;EM:11.1;Other:1.8 | Value:+0.4;Growth:+0.6;Quality:+0.4;Size:+0.4;Momentum:-0.9;LowVol:+0.4 | NoMargin | 6 | 35 | 3.2 | hard 10% | 150 | 19.9 | Volatile | 28.7 | 4.69 | 4.3 | 178 | 11 | 46 | 57 | false | Rebalance | Shift +1% to bonds from equity | -2 | -21 | BrokerD | MKT | 90 | null | null | Normal monitoring | 45 | -50 | 71 | 4 | false | Within IPS guidelines |
P5724 | Cautious | IRA | USD | 2024-07-24 | 823,095 | 70,432 | 752,663 | 1 | 35 | 42.5 | 11.1 | 11.4 | HYG:33.3%;GLD:33.3%;VNQ:33.3% | US:60.5;EU:14.9;APAC:11.5;EM:8.9;Other:4.1 | Value:+0.5;Growth:0.0;Quality:-1.0;Size:+0.8;Momentum:-0.2;LowVol:-0.3 | MaxPos8%;NoMargin | 5 | 35 | 4.1 | hard 10% | 109 | 17.6 | Bull | 16.6 | 3.62 | 3.4 | 92 | 112 | 100 | 26 | false | Hedge | Add TLT +1% as duration hedge | 16 | -1 | BrokerB | MKT | 97 | null | null | Normal monitoring | -52 | -54 | -87 | 4 | false | Within IPS guidelines |
P5725 | Opportunistic | Trust | USD | 2025-02-14 | 910,565 | 33,357 | 877,208 | 1 | 73 | 20.1 | 0 | 6.9 | TSLA:33.5%;IEF:33.5%;VNQ:33.1% | US:65.5;EU:20.7;APAC:9.4;EM:3.5;Other:0.9 | Value:+0.5;Growth:+0.6;Quality:-0.6;Size:+0.8;Momentum:+0.9;LowVol:+0.6 | MaxPos8% | 8 | 30 | 6.7 | trailing 7% | 190 | 27 | Bull | 13.7 | 4.94 | 2.7 | 76 | 49 | 67 | 60 | false | Rebalance | Shift +1% to bonds from equity | -12 | 7 | BrokerC | MKT | 88 | null | null | Normal monitoring | 17 | -15 | 94 | 3 | false | Within IPS guidelines |
P5726 | Opportunistic | Trust | USD | 2025-05-18 | 994,316 | 48,619 | 945,697 | 1 | 74.7 | 14.8 | 3.6 | 6.9 | MUB:33.3%;AAPL:33.3%;IEF:33.3% | US:70.2;EU:10.3;APAC:7.3;EM:11.0;Other:1.2 | Value:-0.6;Growth:+0.3;Quality:-0.6;Size:+0.1;Momentum:+0.2;LowVol:-0.0 | null | 5 | 30 | 4 | hard 12% | 196 | 26.8 | Sideways | 20.7 | 4.95 | 3.3 | 113 | 37 | 58 | 75 | false | Buy | Add to core equity +1% | -10 | -10 | BrokerA | LMT | 95 | null | null | Normal monitoring | 97 | -21 | 179 | 3 | false | Increase defensive factor exposure |
P5727 | Hands-off | Taxable | USD | 2024-09-05 | 786,023 | 50,904 | 735,119 | 1 | 69.8 | 21.2 | 0 | 9 | AAPL:26.5%;VOO:26.5%;QQQ:22.1%;BRK.B:24.8% | US:70.4;EU:6.4;APAC:13.1;EM:7.9;Other:2.1 | Value:+0.6;Growth:-1.0;Quality:+0.5;Size:0.0;Momentum:-0.0;LowVol:+0.6 | null | 5 | 30 | 4 | trailing 8% | 163 | 15.8 | Sideways | 17.6 | 3.91 | 2.9 | 119 | 11 | 51 | 57 | false | Rebalance | Shift +1% to bonds from equity | -7 | -1 | BrokerA | LMT | 85 | null | null | Normal monitoring | 5 | 1 | 114 | 5 | false | Monitor dispersion and breadth |
P5728 | Opportunistic | Taxable | USD | 2025-07-12 | 506,804 | 29,722 | 477,082 | 1 | 75.5 | 19 | 0 | 5.5 | VOO:18.9%;IEF:28.0%;XLF:25.0%;GLD:28.0% | US:75.4;EU:12.4;APAC:6.0;EM:4.2;Other:1.9 | Value:+0.2;Growth:+0.6;Quality:-0.1;Size:-0.4;Momentum:+0.4;LowVol:+0.8 | null | 10 | 30 | 6.8 | trailing 9% | 225 | 22.8 | Volatile | 27.6 | 5.48 | 3.5 | 130 | -49 | 16 | 87 | true | Hedge | Buy index puts 1% notional | 13 | 12 | BrokerB | LMT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 97 | -9 | 186 | 4 | false | Monitor dispersion and breadth |
P5729 | Active | IRA | USD | 2024-08-29 | 1,037,783 | 93,219 | 944,564 | 1 | 53 | 19.9 | 20.3 | 6.8 | AMZN:33.4%;TSLA:33.4%;AAPL:33.2% | US:65.7;EU:11.0;APAC:13.1;EM:8.5;Other:1.8 | Value:-0.1;Growth:-0.1;Quality:+0.5;Size:-0.8;Momentum:-0.2;LowVol:+0.2 | null | 7 | 35 | 4.7 | trailing 9% | 202 | 24.5 | Volatile | 28.2 | 4.87 | 2.8 | 163 | 37 | 66 | 73 | true | Hedge | Buy index puts 1% notional | 1 | -33 | BrokerD | LMT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 106 | -11 | 219 | 2 | true | Increase defensive factor exposure |
P5730 | Hands-off | 401k | USD | 2024-12-03 | 591,592 | 45,376 | 546,216 | 1 | 64.2 | 19.2 | 11.1 | 5.5 | BND:27.5%;VNQ:27.5%;QQQ:26.1%;MUB:18.9% | US:64.5;EU:16.1;APAC:7.3;EM:10.0;Other:2.2 | Value:-0.7;Growth:-0.1;Quality:+0.5;Size:-0.6;Momentum:-0.3;LowVol:+0.7 | MaxPos8% | 10 | 25 | 4.1 | trailing 8% | 113 | 13.2 | Bull | 11.2 | 3.63 | 2.5 | 77 | 9 | 46 | 37 | false | Buy | Add to core equity +1% | 13 | 0 | BrokerC | LMT | 93 | null | null | Normal monitoring | -18 | -53 | -10 | 3 | false | Within IPS guidelines |
P5731 | Active | IRA | USD | 2024-08-07 | 694,300 | 62,267 | 632,033 | 1.21 | 51.9 | 26.3 | 15.8 | 6 | QQQ:16.4%;XLF:15.4%;VNQ:21.6%;BND:23.3%;VTI:23.3% | US:66.1;EU:16.1;APAC:11.0;EM:3.7;Other:3.1 | Value:+0.8;Growth:-0.2;Quality:-0.5;Size:+0.4;Momentum:+0.7;LowVol:-0.3 | null | 5 | 35 | 5.9 | trailing 9% | 221 | 18.8 | Sideways | 18.7 | 3.54 | 3.1 | 131 | 22 | 74 | 48 | false | Rebalance | Shift +1% to bonds from equity | 14 | -29 | BrokerB | MKT | 95 | null | null | Normal monitoring | -32 | -7 | -29 | 5 | false | Within IPS guidelines |
P5732 | Hands-off | IRA | USD | 2025-03-25 | 370,059 | 15,169 | 354,890 | 1 | 65.5 | 28.1 | 0 | 6.4 | MSFT:21.6%;MUB:13.6%;GLD:21.6%;AAPL:21.6%;BND:21.6% | US:61.4;EU:16.2;APAC:11.7;EM:6.8;Other:3.9 | Value:-0.3;Growth:-0.6;Quality:-0.5;Size:+0.2;Momentum:+0.3;LowVol:+0.8 | MaxPos5% | 8 | 30 | 3.4 | trailing 10% | 134 | 13.7 | Bull | 11.7 | 4.25 | 2.8 | 96 | 38 | 71 | 51 | false | Sell | Trim extended winner -1% | 18 | 6 | BrokerB | LMT | 98 | null | null | Normal monitoring | -9 | -20 | 98 | 3 | false | Within IPS guidelines |
P5733 | Opportunistic | Taxable | USD | 2025-02-01 | 1,455,044 | 57,149 | 1,397,895 | 1.12 | 60.7 | 12.8 | 19.1 | 7.5 | HYG:11.2%;XLF:15.7%;AMZN:22.7%;VOO:18.5%;VTI:22.7%;BND:9.2% | US:57.1;EU:17.1;APAC:14.1;EM:10.4;Other:1.4 | Value:-0.0;Growth:-0.0;Quality:+0.2;Size:+0.8;Momentum:-0.1;LowVol:-0.8 | null | 8 | 30 | 6.9 | trailing 7% | 229 | 29.2 | Volatile | 23.7 | 4.4 | 2.7 | 172 | 41 | 75 | 69 | false | Buy | Add to core equity +1% | 26 | -37 | BrokerD | MKT | 96 | null | null | Normal monitoring | -33 | 1 | -40 | 4 | false | Tax-aware sells next window |
P5734 | Opportunistic | IRA | USD | 2024-07-14 | 1,398,186 | 87,389 | 1,310,797 | 1.16 | 64.3 | 21.8 | 5 | 8.9 | MUB:20.6%;BRK.B:26.5%;HYG:26.5%;VNQ:26.5% | US:59.7;EU:15.8;APAC:7.7;EM:12.0;Other:4.8 | Value:+0.1;Growth:-0.9;Quality:+0.7;Size:+0.5;Momentum:-0.8;LowVol:+0.7 | NoDerivatives | 8 | 25 | 6 | trailing 9% | 197 | 20.7 | Bull | 15.6 | 3.93 | 2.5 | 79 | 52 | 81 | 59 | false | Sell | Trim extended winner -1% | 12 | -20 | BrokerC | VWAP | 90 | null | null | Normal monitoring | -8 | -7 | 45 | 5 | false | Tax-aware sells next window |
P5735 | Cautious | Trust | USD | 2025-07-26 | 348,324 | 36,471 | 311,853 | 1 | 54.6 | 31.7 | 0 | 13.7 | TLT:29.5%;AAPL:29.5%;AMZN:17.1%;TSLA:23.8% | US:58.7;EU:21.6;APAC:9.3;EM:7.7;Other:2.8 | Value:+0.2;Growth:+0.5;Quality:+0.3;Size:-0.1;Momentum:+0.1;LowVol:+0.3 | ESGOnly;MaxPos6%;NoMargin | 8 | 25 | 3.8 | hard 10% | 140 | 20 | Sideways | 16.7 | 3.81 | 2.5 | 108 | 2 | 43 | 47 | true | Hedge | Buy index puts 1% notional | 23 | -25 | BrokerD | VWAP | 98 | VAR>budget | Hedge | Risk above budget threshold | 52 | -14 | 36 | 2 | false | Monitor dispersion and breadth |
P5736 | Opportunistic | Roth | USD | 2025-09-09 | 1,186,497 | 74,463 | 1,112,034 | 1 | 68.6 | 16.8 | 7 | 7.6 | HYG:23.2%;XLF:23.2%;MSFT:23.2%;QQQ:23.2%;BRK.B:7.4% | US:63.6;EU:13.9;APAC:11.5;EM:4.9;Other:6.1 | Value:-0.4;Growth:-0.5;Quality:-0.7;Size:+0.9;Momentum:-1.0;LowVol:0.0 | NoDerivatives | 8 | 35 | 4.6 | trailing 7% | 185 | 29.2 | Volatile | 31.7 | 4.58 | 3.3 | 153 | -46 | 40 | 78 | true | Hedge | Buy index puts 1% notional | 19 | 13 | BrokerB | MKT | 89 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 41 | -29 | 2 | 2 | false | Tax-aware sells next window |
P5737 | Hands-off | Roth | USD | 2025-09-22 | 317,630 | 20,564 | 297,066 | 1 | 67.3 | 23.1 | 0 | 9.5 | VOO:20.4%;AAPL:11.0%;VTI:10.7%;IEF:11.4%;AMZN:23.3%;HYG:23.3% | US:66.4;EU:13.0;APAC:12.9;EM:6.0;Other:1.7 | Value:-0.6;Growth:-0.2;Quality:+0.9;Size:-1.0;Momentum:-0.3;LowVol:-0.5 | MaxPos8%;NoDerivatives | 10 | 25 | 5.6 | trailing 8% | 92 | 15.2 | Bull | 17.8 | 3.97 | 3.4 | 82 | 77 | 78 | 52 | true | Rebalance | Rebalance back to target bands | 26 | 3 | BrokerD | LMT | 97 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 116 | -57 | 240 | 3 | false | Tax-aware sells next window |
P5738 | Cautious | Roth | USD | 2025-12-14 | 486,173 | 42,999 | 443,174 | 1 | 48.7 | 37 | 0 | 14.3 | VOO:33.3%;BND:33.3%;AAPL:33.3% | US:68.8;EU:7.5;APAC:13.0;EM:8.4;Other:2.2 | Value:-0.4;Growth:+0.2;Quality:-0.1;Size:-0.4;Momentum:+0.2;LowVol:+0.3 | MaxPos7%;NoDerivatives;NoMargin | 10 | 35 | 5.5 | hard 10% | 136 | 13.4 | Sideways | 21.8 | 4.01 | 2.6 | 97 | 45 | 87 | 50 | false | Buy | Add to core equity +1% | 4 | -26 | BrokerB | MKT | 98 | null | null | Normal monitoring | -13 | -26 | 56 | 4 | false | Within IPS guidelines |
P5739 | Hands-off | Trust | USD | 2025-09-19 | 378,868 | 19,071 | 359,797 | 1 | 67.3 | 26.5 | 0 | 6.2 | MSFT:23.0%;VNQ:12.2%;HYG:23.0%;TSLA:23.0%;MUB:18.9% | US:72.1;EU:10.6;APAC:6.8;EM:9.9;Other:0.5 | Value:+0.6;Growth:+0.4;Quality:+0.5;Size:+0.5;Momentum:-0.1;LowVol:+0.7 | ESGOnly | 5 | 35 | 5.2 | trailing 8% | 159 | 18.8 | Volatile | 21.1 | 4.95 | 3.2 | 119 | 55 | 64 | 57 | false | Rebalance | Shift +1% to bonds from equity | 14 | -13 | BrokerC | MKT | 95 | null | null | Normal monitoring | 35 | -8 | 44 | 4 | false | Tighten stops on momentum names |
P5740 | Hands-off | Taxable | USD | 2024-10-25 | 862,161 | 80,947 | 781,214 | 1 | 69.4 | 21.3 | 0 | 9.4 | AAPL:29.5%;VOO:29.5%;BRK.B:11.4%;TSLA:29.5% | US:68.7;EU:18.3;APAC:5.8;EM:6.2;Other:1.0 | Value:+0.4;Growth:-0.1;Quality:+0.4;Size:+0.7;Momentum:+0.4;LowVol:-0.2 | ESGOnly | 10 | 35 | 4.6 | hard 10% | 170 | 18.6 | Sideways | 19.4 | 4.46 | 3.1 | 128 | -23 | 50 | 69 | false | Sell | Trim extended winner -1% | -6 | -18 | BrokerC | MKT | 85 | null | null | Normal monitoring | 106 | -60 | 186 | 3 | false | Tighten stops on momentum names |
P5741 | Cautious | IRA | USD | 2025-11-22 | 296,263 | 43,154 | 253,109 | 1 | 50.3 | 33.4 | 0 | 16.3 | MSFT:15.7%;QQQ:21.3%;AAPL:10.6%;BRK.B:20.7%;TLT:21.3%;TSLA:10.5% | US:67.6;EU:15.8;APAC:7.1;EM:6.0;Other:3.5 | Value:-0.1;Growth:-0.4;Quality:-0.1;Size:-0.3;Momentum:+0.3;LowVol:-0.7 | ESGOnly;NoMargin | 6 | 30 | 5.5 | trailing 8% | 94 | 13.6 | Bull | 15.7 | 4.42 | 2.9 | 95 | 10 | 46 | 37 | false | Sell | Trim extended winner -1% | 19 | -2 | BrokerB | LMT | 86 | null | null | Normal monitoring | 47 | -25 | 93 | 5 | false | Increase defensive factor exposure |
P5742 | Cautious | Trust | USD | 2025-04-22 | 625,545 | 62,689 | 562,856 | 1 | 40.3 | 30 | 18.4 | 11.2 | MUB:14.3%;QQQ:14.7%;BND:20.4%;IEF:25.2%;BRK.B:25.2% | US:65.9;EU:11.1;APAC:8.0;EM:11.9;Other:3.2 | Value:+0.3;Growth:-0.8;Quality:-0.0;Size:-0.2;Momentum:-0.5;LowVol:+0.9 | NoMargin | 5 | 30 | 5.1 | trailing 8% | 168 | 19.8 | Volatile | 25.2 | 4.8 | 2.3 | 153 | 56 | 67 | 53 | false | Rebalance | Shift +1% to bonds from equity | 21 | -7 | BrokerC | LMT | 96 | null | null | Normal monitoring | -57 | -9 | 35 | 5 | false | Within IPS guidelines |
P5743 | Cautious | Taxable | USD | 2025-09-30 | 258,564 | 35,754 | 222,810 | 1 | 41.7 | 35.7 | 11.4 | 11.2 | BRK.B:13.4%;VTI:21.3%;MUB:16.1%;XLF:21.3%;VOO:7.1%;TSLA:20.8% | US:65.6;EU:9.5;APAC:7.3;EM:12.1;Other:5.5 | Value:+0.1;Growth:+0.2;Quality:-0.5;Size:-0.4;Momentum:+0.6;LowVol:-0.1 | ESGOnly;NoMargin | 8 | 25 | 4.4 | trailing 10% | 138 | 19.4 | Sideways | 16.4 | 4.2 | 2.3 | 138 | -10 | 60 | 32 | false | Buy | Add to core equity +1% | 17 | -14 | BrokerD | VWAP | 92 | null | null | Normal monitoring | 117 | -44 | 187 | 4 | false | Monitor dispersion and breadth |
P5744 | Cautious | IRA | USD | 2025-04-23 | 862,932 | 81,870 | 781,062 | 1 | 42.9 | 35.7 | 10.1 | 11.4 | TSLA:35.9%;MSFT:28.3%;AAPL:35.9% | US:72.1;EU:10.9;APAC:7.6;EM:7.1;Other:2.5 | Value:-0.7;Growth:+0.3;Quality:-0.7;Size:-0.6;Momentum:-0.5;LowVol:-0.4 | NoMargin | 10 | 30 | 4.1 | trailing 10% | 154 | 13.9 | Sideways | 21.1 | 4.25 | 3 | 112 | -8 | 56 | 57 | false | Rebalance | Shift +1% to bonds from equity | 5 | -30 | BrokerD | LMT | 91 | null | null | Normal monitoring | 73 | -36 | 77 | 4 | false | Tax-aware sells next window |
P5745 | Hands-off | 401k | USD | 2025-10-16 | 879,592 | 57,504 | 822,088 | 1 | 67.4 | 18.3 | 4.4 | 9.9 | AMZN:17.4%;AAPL:21.5%;BRK.B:18.1%;VNQ:21.5%;BND:21.5% | US:71.1;EU:14.6;APAC:4.7;EM:5.4;Other:4.2 | Value:-0.2;Growth:-1.0;Quality:-0.7;Size:-0.4;Momentum:-0.3;LowVol:-0.6 | null | 10 | 30 | 4.8 | trailing 10% | 143 | 18.8 | Sideways | 18.7 | 4.44 | 2.9 | 133 | 9 | 47 | 50 | false | Rebalance | Shift +1% to bonds from equity | 29 | -24 | BrokerA | VWAP | 99 | null | null | Normal monitoring | -31 | 6 | 62 | 4 | false | Within IPS guidelines |
P5746 | Active | Trust | USD | 2025-11-23 | 2,180,310 | 175,657 | 2,004,653 | 1 | 55.8 | 30.8 | 3.6 | 9.9 | MSFT:20.9%;HYG:17.4%;XLF:9.8%;GLD:20.3%;IEF:17.8%;AMZN:13.8% | US:62.6;EU:8.5;APAC:15.6;EM:9.4;Other:3.9 | Value:+0.9;Growth:+0.7;Quality:+0.5;Size:+0.4;Momentum:-0.6;LowVol:+0.7 | MaxPos6%;NoDerivatives | 5 | 35 | 5.5 | trailing 8% | 182 | 27.6 | Volatile | 26.1 | 4.75 | 2.9 | 136 | -54 | 15 | 64 | false | Sell | Trim extended winner -1% | -11 | -23 | BrokerD | MKT | 88 | null | null | Normal monitoring | 5 | -38 | 87 | 4 | false | Tax-aware sells next window |
P5747 | Hands-off | 401k | USD | 2025-11-04 | 490,613 | 29,365 | 461,248 | 1 | 63.9 | 25.7 | 0.9 | 9.5 | BND:14.8%;TLT:21.4%;MUB:21.4%;TSLA:21.4%;MSFT:10.4%;AAPL:10.6% | US:66.5;EU:11.3;APAC:12.6;EM:4.9;Other:4.8 | Value:+0.7;Growth:-0.3;Quality:+0.8;Size:+0.8;Momentum:-0.5;LowVol:-0.8 | ESGOnly;MaxPos7% | 10 | 25 | 3.9 | trailing 8% | 106 | 19.7 | Volatile | 20.1 | 4.38 | 3.4 | 172 | -42 | 30 | 60 | false | Sell | Trim extended winner -1% | 35 | -8 | BrokerD | LMT | 89 | null | null | Normal monitoring | -4 | -1 | 111 | 4 | false | Monitor dispersion and breadth |
P5748 | Hands-off | 401k | USD | 2024-08-17 | 541,599 | 46,377 | 495,222 | 1 | 67.7 | 22.8 | 0 | 9.5 | VTI:17.8%;IEF:16.3%;TSLA:24.2%;VOO:17.4%;XLF:24.2% | US:76.4;EU:9.6;APAC:5.9;EM:6.3;Other:1.8 | Value:-0.2;Growth:-0.6;Quality:-0.9;Size:-0.4;Momentum:-0.5;LowVol:+0.6 | null | 5 | 35 | 4.2 | hard 10% | 97 | 19.3 | Sideways | 20.1 | 3.58 | 3.5 | 99 | 60 | 66 | 57 | false | Hedge | Add TLT +1% as duration hedge | 17 | 3 | BrokerC | MKT | 99 | null | null | Normal monitoring | 6 | -50 | -23 | 4 | false | Monitor dispersion and breadth |
P5749 | Cautious | Roth | USD | 2025-09-05 | 162,449 | 15,830 | 146,619 | 1 | 38.8 | 38.9 | 7.1 | 15.1 | BRK.B:26.3%;MSFT:21.2%;TLT:26.3%;VNQ:26.3% | US:65.1;EU:13.8;APAC:11.1;EM:8.7;Other:1.2 | Value:+0.3;Growth:-0.2;Quality:+0.4;Size:-0.8;Momentum:-0.6;LowVol:-0.2 | MaxPos8%;NoDerivatives;NoMargin | 8 | 25 | 5.2 | trailing 8% | 162 | 14.5 | Bull | 13.1 | 3.98 | 3.1 | 85 | 77 | 74 | 33 | false | Rebalance | Shift +1% to bonds from equity | 15 | -20 | BrokerB | MKT | 86 | null | null | Normal monitoring | 32 | -52 | 68 | 3 | false | Monitor dispersion and breadth |
P5750 | Opportunistic | IRA | USD | 2024-11-28 | 403,702 | 33,329 | 370,373 | 1.05 | 67.7 | 20.3 | 5.2 | 6.8 | VNQ:21.7%;MUB:21.7%;MSFT:21.7%;QQQ:8.6%;TLT:19.6%;AMZN:6.6% | US:61.3;EU:16.1;APAC:8.4;EM:10.8;Other:3.4 | Value:-1.0;Growth:+0.8;Quality:-0.6;Size:-0.1;Momentum:+0.2;LowVol:+1.0 | null | 7 | 25 | 4.6 | hard 12% | 250 | 28.4 | Volatile | 24.1 | 3.66 | 3 | 152 | -38 | 35 | 78 | true | Hedge | Buy index puts 1% notional | 7 | -5 | BrokerC | VWAP | 92 | VAR>budget | Reduce | Risk above budget threshold | 106 | -35 | 199 | 5 | false | Tax-aware sells next window |
P5751 | Hands-off | 401k | USD | 2024-09-23 | 886,266 | 84,905 | 801,361 | 1 | 62.1 | 17.7 | 14.6 | 5.6 | XLF:28.4%;HYG:22.1%;GLD:21.0%;VTI:28.4% | US:77.4;EU:7.5;APAC:8.9;EM:5.4;Other:0.7 | Value:-0.2;Growth:-0.8;Quality:+0.9;Size:+0.9;Momentum:+0.3;LowVol:+0.4 | ESGOnly;MaxPos8%;NoDerivatives | 5 | 35 | 4.4 | hard 10% | 126 | 12.3 | Volatile | 27.6 | 4.87 | 2.6 | 161 | 75 | 96 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | 4 | BrokerD | MKT | 85 | RegimeShift | Pause | Volatility spike and breadth deterioration | 68 | 8 | 103 | 3 | false | Tax-aware sells next window |
P5752 | Hands-off | Trust | USD | 2025-01-14 | 446,397 | 36,137 | 410,260 | 1 | 63.8 | 29.5 | 0 | 6.7 | MSFT:33.3%;VNQ:33.3%;AMZN:33.3% | US:64.2;EU:14.7;APAC:11.9;EM:8.5;Other:0.7 | Value:+1.0;Growth:+0.3;Quality:+0.4;Size:-0.6;Momentum:+0.3;LowVol:-0.3 | ESGOnly;NoDerivatives | 6 | 35 | 3.5 | hard 10% | 115 | 18.9 | Bull | 13.9 | 4.33 | 2.3 | 84 | 33 | 69 | 38 | false | Rebalance | Shift +1% to bonds from equity | 1 | -14 | BrokerA | MKT | 87 | null | null | Normal monitoring | -27 | 8 | 26 | 3 | false | Monitor dispersion and breadth |
P5753 | Systematic | IRA | USD | 2024-07-17 | 982,864 | 90,153 | 892,711 | 1 | 62.9 | 27.6 | 0.5 | 9 | IEF:27.3%;TSLA:36.3%;GLD:36.3% | US:70.6;EU:11.5;APAC:10.4;EM:5.2;Other:2.3 | Value:-0.9;Growth:-0.1;Quality:+0.2;Size:+0.7;Momentum:-0.5;LowVol:-0.6 | MaxPos6% | 8 | 25 | 4.5 | trailing 8% | 172 | 26.8 | Volatile | 23.8 | 4.41 | 2.7 | 176 | 23 | 70 | 74 | true | Hedge | Buy index puts 1% notional | -10 | -7 | BrokerB | LMT | 87 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -11 | -36 | 109 | 3 | false | Tax-aware sells next window |
P5754 | Systematic | Roth | USD | 2024-09-29 | 684,424 | 28,411 | 656,013 | 1 | 61.1 | 28 | 1.1 | 9.8 | GLD:26.9%;MSFT:26.9%;AMZN:26.9%;BRK.B:19.2% | US:67.3;EU:15.3;APAC:12.3;EM:3.1;Other:2.0 | Value:-0.0;Growth:+1.0;Quality:+0.9;Size:-0.3;Momentum:+0.1;LowVol:-0.7 | null | 6 | 30 | 4.4 | trailing 9% | 168 | 26.1 | Bull | 15.2 | 4.89 | 2.4 | 70 | 96 | 98 | 45 | false | Buy | Add to core equity +1% | 13 | -21 | BrokerD | VWAP | 97 | null | null | Normal monitoring | 87 | -34 | 223 | 5 | false | Monitor dispersion and breadth |
P5755 | Opportunistic | Taxable | USD | 2025-09-28 | 616,223 | 23,796 | 592,427 | 1 | 67.5 | 11.8 | 13.2 | 7.5 | QQQ:28.7%;BRK.B:13.8%;TSLA:28.7%;VNQ:28.7% | US:60.9;EU:12.6;APAC:13.5;EM:11.3;Other:1.6 | Value:-0.6;Growth:+0.6;Quality:+0.2;Size:-0.8;Momentum:0.0;LowVol:-0.1 | MaxPos7% | 5 | 30 | 5.7 | trailing 7% | 258 | 22.9 | Bull | 14.5 | 4.24 | 3.2 | 79 | 67 | 92 | 41 | false | Rebalance | Shift +1% to bonds from equity | -13 | -4 | BrokerC | LMT | 90 | null | null | Normal monitoring | 60 | -6 | 23 | 3 | false | Tighten stops on momentum names |
P5756 | Systematic | Roth | USD | 2025-01-13 | 913,194 | 64,851 | 848,343 | 1 | 57.3 | 33.2 | 2.1 | 7.4 | MSFT:17.7%;VTI:25.9%;HYG:12.2%;TSLA:18.4%;IEF:25.9% | US:67.3;EU:11.4;APAC:14.0;EM:6.5;Other:0.8 | Value:-0.7;Growth:-0.5;Quality:-0.7;Size:-0.9;Momentum:+0.1;LowVol:+0.7 | null | 10 | 35 | 6 | trailing 8% | 184 | 24.1 | Sideways | 16.7 | 4.45 | 2 | 138 | 50 | 74 | 53 | false | Buy | Add to core equity +1% | -6 | -19 | BrokerC | MKT | 88 | null | null | Normal monitoring | 3 | -35 | 88 | 3 | false | Tax-aware sells next window |
P5757 | Cautious | IRA | USD | 2024-10-01 | 691,708 | 108,748 | 582,960 | 1 | 37.3 | 31.9 | 14.5 | 16.3 | GLD:23.5%;IEF:23.5%;XLF:12.4%;TSLA:23.5%;BND:17.1% | US:67.9;EU:9.5;APAC:9.1;EM:9.8;Other:3.8 | Value:-0.5;Growth:+0.3;Quality:+0.9;Size:+0.7;Momentum:+0.7;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 6 | 35 | 4.4 | hard 10% | 145 | 18.2 | Sideways | 17 | 3.53 | 2.4 | 128 | 7 | 61 | 27 | false | Sell | Trim extended winner -1% | -7 | -34 | BrokerC | MKT | 94 | null | null | Normal monitoring | 112 | 9 | 110 | 3 | false | Within IPS guidelines |
P5758 | Systematic | Trust | USD | 2025-12-20 | 478,173 | 40,698 | 437,475 | 1 | 57 | 32.3 | 1.7 | 9 | TLT:22.3%;AAPL:22.3%;QQQ:15.5%;HYG:22.3%;XLF:17.6% | US:63.5;EU:11.7;APAC:12.0;EM:11.1;Other:1.8 | Value:+0.1;Growth:+0.6;Quality:+0.7;Size:+0.2;Momentum:+0.9;LowVol:-0.1 | null | 10 | 25 | 5.4 | hard 12% | 143 | 26.2 | Volatile | 22.3 | 5.29 | 3.6 | 113 | -60 | 29 | 68 | false | Hedge | Add TLT +1% as duration hedge | -2 | -36 | BrokerC | LMT | 85 | null | null | Normal monitoring | 43 | 3 | 91 | 5 | false | Tax-aware sells next window |
P5759 | Systematic | Trust | USD | 2025-05-30 | 1,909,190 | 170,959 | 1,738,231 | 1 | 57 | 26.2 | 8.1 | 8.7 | MUB:14.3%;IEF:22.7%;AAPL:21.4%;MSFT:22.7%;GLD:18.9% | US:67.8;EU:15.4;APAC:5.3;EM:11.4;Other:0.1 | Value:+0.3;Growth:-0.1;Quality:+0.8;Size:+0.6;Momentum:+0.8;LowVol:+0.2 | MaxPos8%;NoDerivatives | 8 | 35 | 4.4 | hard 12% | 156 | 24.3 | Bull | 17.1 | 4.05 | 2.7 | 82 | 32 | 72 | 43 | false | Buy | Add to core equity +1% | 25 | -32 | BrokerD | MKT | 98 | null | null | Normal monitoring | 89 | -29 | 80 | 3 | false | Tax-aware sells next window |
P5760 | Hands-off | 401k | USD | 2025-01-16 | 320,513 | 22,781 | 297,732 | 1 | 57.2 | 25.8 | 9.7 | 7.3 | GLD:30.1%;TSLA:24.7%;BND:15.2%;QQQ:30.1% | US:64.5;EU:15.3;APAC:8.9;EM:10.3;Other:1.1 | Value:+0.9;Growth:-0.4;Quality:-0.7;Size:-0.5;Momentum:+0.5;LowVol:-0.7 | ESGOnly | 7 | 30 | 4.9 | trailing 10% | 111 | 18.4 | Volatile | 29.2 | 3.66 | 3.2 | 150 | 20 | 54 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | -16 | BrokerC | MKT | 87 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -42 | 4 | 91 | 3 | false | Increase defensive factor exposure |
P5761 | Active | Taxable | USD | 2025-01-20 | 2,087,413 | 151,818 | 1,935,595 | 1 | 57.2 | 29.2 | 8 | 5.6 | GLD:23.8%;HYG:15.8%;MSFT:22.8%;AAPL:23.8%;TSLA:13.7% | US:62.8;EU:18.9;APAC:7.7;EM:10.1;Other:0.5 | Value:-0.4;Growth:-0.0;Quality:0.0;Size:+0.9;Momentum:+0.5;LowVol:-0.3 | null | 7 | 25 | 4.8 | hard 12% | 226 | 17.6 | Sideways | 17.9 | 3.85 | 2.3 | 103 | -13 | 42 | 44 | false | Sell | Trim extended winner -1% | 2 | 14 | BrokerB | MKT | 100 | null | null | Normal monitoring | 91 | 10 | 148 | 3 | false | Within IPS guidelines |
P5762 | Cautious | Trust | USD | 2025-11-02 | 266,751 | 37,073 | 229,678 | 1 | 40.4 | 36.7 | 6.5 | 16.4 | TSLA:15.2%;IEF:23.8%;GLD:13.5%;MUB:23.8%;BND:23.8% | US:71.5;EU:9.3;APAC:6.6;EM:11.6;Other:1.1 | Value:+0.8;Growth:+0.3;Quality:+0.3;Size:-0.5;Momentum:-0.1;LowVol:+0.1 | ESGOnly;MaxPos8%;NoMargin | 7 | 35 | 5.3 | trailing 10% | 92 | 15.2 | Volatile | 27.2 | 4.93 | 2.7 | 133 | -46 | 14 | 57 | false | Sell | Trim extended winner -1% | 3 | -29 | BrokerC | LMT | 96 | null | null | Normal monitoring | -35 | -34 | 56 | 3 | false | Within IPS guidelines |
P5763 | Systematic | 401k | USD | 2025-11-02 | 1,087,895 | 85,545 | 1,002,350 | 1 | 65.8 | 23.2 | 4.7 | 6.3 | QQQ:19.4%;VNQ:19.0%;TSLA:21.0%;AMZN:21.0%;VTI:19.7% | US:69.9;EU:7.4;APAC:8.6;EM:13.2;Other:0.9 | Value:-0.6;Growth:-0.9;Quality:+0.7;Size:-0.9;Momentum:+1.0;LowVol:+0.8 | null | 10 | 35 | 6 | trailing 9% | 135 | 27.4 | Bear | 23.7 | 3.66 | 2 | 143 | -64 | 12 | 69 | false | Rebalance | Shift +1% to bonds from equity | 0 | -30 | BrokerD | MKT | 97 | null | null | Normal monitoring | -19 | -48 | 106 | 5 | false | Tighten stops on momentum names |
P5764 | Cautious | 401k | USD | 2025-11-27 | 176,525 | 22,757 | 153,768 | 1 | 44.9 | 37.5 | 6.3 | 11.3 | VTI:33.3%;IEF:33.3%;VOO:33.3% | US:74.0;EU:6.5;APAC:12.9;EM:3.7;Other:2.9 | Value:-1.0;Growth:+0.6;Quality:-0.8;Size:+0.8;Momentum:+0.9;LowVol:-0.5 | ESGOnly;NoMargin | 7 | 30 | 4.2 | hard 10% | 154 | 14.5 | Bear | 29 | 3.14 | 1.1 | 201 | 29 | 55 | 70 | false | Rebalance | Shift +1% to bonds from equity | 21 | -6 | BrokerA | MKT | 96 | null | null | Normal monitoring | -33 | -39 | 106 | 3 | false | Within IPS guidelines |
P5765 | Hands-off | Taxable | USD | 2025-12-06 | 667,515 | 54,154 | 613,361 | 1 | 61.6 | 22.3 | 10.4 | 5.7 | BRK.B:25.6%;MSFT:23.3%;AMZN:25.6%;MUB:25.6% | US:58.0;EU:18.4;APAC:11.9;EM:10.0;Other:1.7 | Value:+0.8;Growth:+0.2;Quality:-0.4;Size:+1.0;Momentum:+0.6;LowVol:-0.4 | ESGOnly | 8 | 30 | 5.3 | hard 10% | 127 | 17.4 | Bull | 12.1 | 4.22 | 2.6 | 96 | 51 | 77 | 43 | false | Hedge | Add TLT +1% as duration hedge | 33 | -23 | BrokerC | MKT | 87 | null | null | Normal monitoring | -29 | -24 | 15 | 3 | false | Within IPS guidelines |
P5766 | Systematic | Roth | USD | 2025-08-12 | 1,904,259 | 186,458 | 1,717,801 | 1 | 62.8 | 21.7 | 9.3 | 6.1 | VTI:28.3%;GLD:28.3%;XLF:26.0%;AMZN:17.5% | US:67.0;EU:7.6;APAC:11.5;EM:10.9;Other:3.0 | Value:+0.7;Growth:+0.2;Quality:-0.2;Size:0.0;Momentum:+0.3;LowVol:+1.0 | MaxPos6% | 6 | 35 | 4.6 | trailing 8% | 186 | 26.3 | Bear | 29 | 3.13 | 1.9 | 149 | -20 | 33 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 15 | -20 | BrokerA | MKT | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -21 | -59 | 94 | 3 | false | Monitor dispersion and breadth |
P5767 | Cautious | Taxable | USD | 2025-05-26 | 317,435 | 47,080 | 270,355 | 1 | 51.2 | 33.6 | 0 | 15.2 | TSLA:18.6%;BND:27.1%;MUB:27.1%;VNQ:27.1% | US:60.2;EU:12.1;APAC:17.2;EM:5.2;Other:5.3 | Value:+0.4;Growth:-0.8;Quality:+0.6;Size:+0.5;Momentum:-0.3;LowVol:-0.1 | MaxPos6%;NoDerivatives;NoMargin | 10 | 25 | 5.1 | hard 10% | 94 | 13.1 | Bull | 15.9 | 3.88 | 2.4 | 114 | 20 | 57 | 48 | false | Sell | Trim extended winner -1% | 15 | 11 | BrokerC | LMT | 98 | null | null | Normal monitoring | 101 | 9 | 211 | 3 | false | Tighten stops on momentum names |
P5768 | Cautious | IRA | USD | 2025-03-28 | 619,805 | 54,498 | 565,307 | 1 | 37.1 | 35.3 | 16.5 | 11.2 | VTI:27.6%;IEF:17.1%;BRK.B:27.6%;BND:27.6% | US:63.1;EU:17.3;APAC:11.3;EM:5.7;Other:2.6 | Value:+0.5;Growth:-0.2;Quality:-0.1;Size:+0.4;Momentum:+0.9;LowVol:+0.4 | MaxPos6%;NoMargin | 6 | 25 | 4.6 | hard 10% | 140 | 18.6 | Volatile | 27.1 | 4.27 | 2.6 | 156 | 75 | 87 | 57 | false | Sell | Trim extended winner -1% | 26 | -34 | BrokerC | VWAP | 100 | null | null | Normal monitoring | 22 | -58 | 45 | 3 | false | Tax-aware sells next window |
P5769 | Systematic | Taxable | USD | 2024-12-04 | 423,223 | 18,916 | 404,307 | 1 | 60.6 | 31.2 | 0 | 8.2 | AMZN:22.9%;QQQ:22.9%;VNQ:20.7%;TSLA:22.9%;MUB:10.7% | US:76.2;EU:5.6;APAC:7.4;EM:10.4;Other:0.4 | Value:+0.5;Growth:-0.8;Quality:+0.2;Size:-0.3;Momentum:-0.2;LowVol:+0.6 | null | 5 | 35 | 4.7 | hard 12% | 167 | 23.2 | Volatile | 31.3 | 4.76 | 3.5 | 161 | -36 | 42 | 88 | true | Hedge | Buy index puts 1% notional | -15 | -11 | BrokerA | LMT | 96 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 23 | -57 | 83 | 3 | false | Monitor dispersion and breadth |
P5770 | Systematic | Roth | USD | 2025-07-07 | 881,496 | 88,050 | 793,446 | 1 | 64.2 | 26.3 | 0 | 9.5 | QQQ:26.6%;GLD:26.6%;VTI:15.5%;IEF:20.1%;VOO:11.2% | US:60.8;EU:20.0;APAC:5.8;EM:8.5;Other:5.0 | Value:+0.5;Growth:+0.4;Quality:-1.0;Size:-0.2;Momentum:-0.5;LowVol:-0.8 | NoDerivatives | 8 | 25 | 4.9 | hard 12% | 120 | 22.2 | Bull | 12.1 | 3.65 | 2.7 | 88 | 54 | 72 | 40 | false | Buy | Add to core equity +1% | -10 | -35 | BrokerD | LMT | 99 | null | null | Normal monitoring | 94 | -19 | 168 | 5 | false | Monitor dispersion and breadth |
P5771 | Cautious | Taxable | USD | 2025-03-07 | 580,424 | 86,853 | 493,571 | 1 | 42.9 | 36.7 | 9.6 | 10.9 | TSLA:35.7%;VTI:28.7%;AAPL:35.7% | US:66.4;EU:13.9;APAC:7.7;EM:7.3;Other:4.8 | Value:-0.8;Growth:+0.5;Quality:-0.4;Size:-0.4;Momentum:-0.9;LowVol:+0.8 | ESGOnly;NoMargin | 6 | 30 | 3.6 | trailing 8% | 141 | 16.5 | Volatile | 21.4 | 5.33 | 2.1 | 136 | -26 | 33 | 41 | false | Rebalance | Shift +1% to bonds from equity | 34 | -15 | BrokerA | MKT | 94 | null | null | Normal monitoring | -57 | -43 | 55 | 4 | false | Within IPS guidelines |
P5772 | Hands-off | Taxable | USD | 2024-12-12 | 376,264 | 28,967 | 347,297 | 1 | 55.5 | 29.9 | 8 | 6.6 | VNQ:32.7%;XLF:33.7%;VOO:33.7% | US:64.1;EU:11.1;APAC:13.0;EM:8.1;Other:3.7 | Value:-0.5;Growth:-0.8;Quality:-0.2;Size:+0.9;Momentum:-0.6;LowVol:-0.9 | null | 10 | 35 | 3.7 | trailing 8% | 143 | 13.5 | Bull | 17.3 | 4.82 | 2.6 | 109 | 57 | 74 | 41 | false | Rebalance | Shift +1% to bonds from equity | -5 | -18 | BrokerC | MKT | 92 | null | null | Normal monitoring | 96 | -30 | 128 | 4 | false | Increase defensive factor exposure |
P5773 | Opportunistic | Trust | USD | 2025-06-27 | 1,578,028 | 110,449 | 1,467,579 | 1 | 66.5 | 14.1 | 11 | 8.4 | XLF:11.1%;BND:20.3%;QQQ:18.3%;BRK.B:20.2%;MUB:19.2%;HYG:10.9% | US:65.0;EU:15.5;APAC:8.7;EM:10.0;Other:0.7 | Value:-0.8;Growth:-0.7;Quality:+0.6;Size:+0.3;Momentum:+0.5;LowVol:+0.4 | NoDerivatives | 7 | 25 | 4.8 | trailing 7% | 267 | 22.4 | Bear | 30.2 | 3.48 | 2.9 | 173 | -30 | 32 | 74 | true | Hedge | Buy index puts 1% notional | -7 | 9 | BrokerA | VWAP | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 76 | 2 | 84 | 4 | false | Increase defensive factor exposure |
P5774 | Opportunistic | Trust | USD | 2025-05-27 | 1,138,042 | 72,420 | 1,065,622 | 1 | 73.5 | 19.9 | 0 | 6.6 | AAPL:33.3%;TLT:33.3%;VOO:33.3% | US:67.7;EU:14.3;APAC:10.9;EM:6.1;Other:1.0 | Value:+0.7;Growth:+0.6;Quality:-0.2;Size:-0.8;Momentum:+0.1;LowVol:-0.4 | MaxPos5%;NoDerivatives | 8 | 35 | 6 | trailing 7% | 225 | 23.1 | Sideways | 21.5 | 3.88 | 3.4 | 90 | 27 | 62 | 73 | true | Hedge | Buy index puts 1% notional | 21 | -6 | BrokerB | MKT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 56 | -60 | 110 | 4 | false | Within IPS guidelines |
P5775 | Hands-off | Roth | USD | 2025-12-07 | 369,477 | 26,202 | 343,275 | 1 | 67.7 | 20.7 | 5.4 | 6.2 | VTI:13.9%;TLT:19.7%;XLF:20.6%;GLD:20.1%;TSLA:7.8%;AAPL:18.0% | US:72.9;EU:11.5;APAC:7.1;EM:5.4;Other:3.1 | Value:+0.7;Growth:-1.0;Quality:+0.6;Size:-0.6;Momentum:-0.9;LowVol:-0.7 | MaxPos7% | 5 | 35 | 3.8 | trailing 10% | 165 | 14.6 | Volatile | 20.1 | 5.16 | 2.9 | 122 | 38 | 67 | 61 | false | Buy | Add to core equity +1% | 10 | 3 | BrokerC | LMT | 99 | null | null | Normal monitoring | 95 | 5 | 211 | 4 | false | Tax-aware sells next window |
P5776 | Opportunistic | Roth | USD | 2025-04-02 | 1,637,625 | 76,740 | 1,560,885 | 1.21 | 71.7 | 13.5 | 9 | 5.8 | QQQ:26.2%;BND:26.2%;XLF:26.2%;VTI:11.5%;BRK.B:10.0% | US:71.6;EU:6.6;APAC:9.1;EM:9.6;Other:3.1 | Value:-0.0;Growth:+0.6;Quality:-0.2;Size:+0.3;Momentum:-0.6;LowVol:-0.2 | null | 8 | 30 | 6.7 | trailing 7% | 203 | 24.4 | Sideways | 16.3 | 4.15 | 3 | 93 | 13 | 48 | 49 | false | Rebalance | Shift +1% to bonds from equity | 27 | 15 | BrokerA | MKT | 88 | null | null | Normal monitoring | 100 | -35 | 163 | 3 | false | Tax-aware sells next window |
P5777 | Opportunistic | Trust | USD | 2024-08-31 | 1,049,926 | 91,167 | 958,759 | 1.16 | 67.2 | 14.9 | 11.1 | 6.8 | QQQ:22.4%;MUB:22.4%;AAPL:10.5%;HYG:22.4%;VNQ:22.4% | US:65.1;EU:16.2;APAC:10.1;EM:4.7;Other:4.0 | Value:-0.3;Growth:-0.6;Quality:+0.6;Size:-0.8;Momentum:+0.6;LowVol:+0.9 | NoDerivatives | 7 | 30 | 4.2 | trailing 9% | 211 | 34.4 | Bull | 11.2 | 4.99 | 2.5 | 114 | 44 | 81 | 48 | false | Rebalance | Shift +1% to bonds from equity | -9 | -31 | BrokerA | MKT | 86 | null | null | Normal monitoring | 86 | -38 | 80 | 4 | false | Monitor dispersion and breadth |
P5778 | Active | Taxable | USD | 2025-11-18 | 1,730,059 | 111,117 | 1,618,942 | 1 | 51.3 | 30.5 | 11.2 | 7 | AMZN:31.4%;TLT:34.3%;VNQ:34.3% | US:78.4;EU:7.6;APAC:6.2;EM:3.1;Other:4.7 | Value:+0.6;Growth:-0.1;Quality:-0.1;Size:-0.5;Momentum:+0.9;LowVol:+0.1 | null | 8 | 35 | 5.8 | hard 12% | 184 | 24.5 | Volatile | 21.7 | 3.57 | 3.7 | 167 | 32 | 78 | 52 | true | Rebalance | Rebalance back to target bands | 13 | -34 | BrokerD | LMT | 86 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -8 | 1 | 12 | 5 | false | Increase defensive factor exposure |
P5779 | Cautious | Trust | USD | 2025-02-09 | 876,708 | 121,799 | 754,909 | 1 | 38.1 | 39 | 6.1 | 16.8 | TSLA:11.6%;QQQ:14.6%;GLD:8.8%;BRK.B:21.6%;MSFT:21.6%;AMZN:21.6% | US:74.2;EU:6.0;APAC:7.8;EM:9.8;Other:2.1 | Value:-0.4;Growth:-0.3;Quality:+0.9;Size:+0.1;Momentum:-0.1;LowVol:+0.7 | ESGOnly;NoMargin | 6 | 25 | 5 | trailing 8% | 115 | 16.8 | Bull | 15.1 | 4.2 | 3.2 | 116 | 8 | 46 | 32 | false | NoAction | Within bands; monitor | 21 | -36 | BrokerA | LMT | 98 | null | null | Normal monitoring | -16 | 12 | 111 | 3 | false | Monitor dispersion and breadth |
P5780 | Opportunistic | 401k | USD | 2025-06-30 | 982,574 | 78,552 | 904,022 | 1 | 74.7 | 10.9 | 8.1 | 6.4 | MSFT:17.3%;BRK.B:27.7%;VTI:27.2%;XLF:27.7% | US:58.4;EU:17.7;APAC:12.8;EM:9.5;Other:1.7 | Value:-1.0;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:+0.3;LowVol:+0.4 | null | 5 | 25 | 5.8 | trailing 9% | 202 | 29.3 | Volatile | 27.3 | 3.83 | 3.3 | 178 | -44 | 26 | 80 | true | Rebalance | Rebalance back to target bands | 15 | -9 | BrokerC | MKT | 92 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 86 | 0 | 153 | 3 | false | Tax-aware sells next window |
P5781 | Opportunistic | 401k | USD | 2025-07-17 | 945,514 | 61,503 | 884,011 | 1 | 64.9 | 15.1 | 11.3 | 8.7 | TSLA:20.5%;MUB:26.5%;HYG:26.5%;MSFT:26.5% | US:71.2;EU:9.1;APAC:13.0;EM:3.5;Other:3.2 | Value:+0.5;Growth:+0.8;Quality:+0.2;Size:+0.3;Momentum:-0.6;LowVol:+0.5 | NoDerivatives | 10 | 25 | 4.1 | hard 12% | 252 | 32.2 | Volatile | 26.9 | 5.04 | 4 | 161 | -8 | 53 | 76 | true | Rebalance | Rebalance back to target bands | 16 | -16 | BrokerD | LMT | 99 | VAR>budget | Pause | Risk above budget threshold | -28 | -54 | 16 | 4 | false | Tighten stops on momentum names |
P5782 | Cautious | Taxable | USD | 2025-07-29 | 263,241 | 21,990 | 241,251 | 1 | 44.7 | 32.9 | 7.7 | 14.7 | GLD:10.3%;TLT:18.0%;BND:8.0%;VTI:21.2%;VOO:21.2%;MUB:21.2% | US:66.8;EU:16.8;APAC:10.6;EM:5.1;Other:0.7 | Value:-0.5;Growth:+1.0;Quality:-0.9;Size:-0.8;Momentum:+0.6;LowVol:+0.6 | ESGOnly;NoMargin | 8 | 35 | 4.6 | hard 10% | 93 | 19.7 | Bull | 16.8 | 4.29 | 3.5 | 94 | 100 | 93 | 47 | false | Rebalance | Shift +1% to bonds from equity | -1 | -4 | BrokerB | LMT | 89 | null | null | Normal monitoring | 55 | -3 | 36 | 5 | false | Monitor dispersion and breadth |
P5783 | Hands-off | Roth | USD | 2024-09-14 | 503,068 | 41,878 | 461,190 | 1 | 71 | 20.1 | 3.6 | 5.4 | MUB:14.3%;IEF:25.4%;VOO:22.0%;AMZN:12.9%;VTI:25.4% | US:73.7;EU:16.0;APAC:6.6;EM:3.5;Other:0.2 | Value:+0.6;Growth:-1.0;Quality:-0.3;Size:+0.2;Momentum:+0.8;LowVol:-0.6 | NoDerivatives | 6 | 35 | 3.2 | hard 10% | 128 | 18 | Sideways | 19.6 | 4.92 | 2.7 | 130 | 23 | 54 | 61 | false | Rebalance | Shift +1% to bonds from equity | -6 | 14 | BrokerD | MKT | 91 | null | null | Normal monitoring | -20 | 9 | 88 | 5 | false | Within IPS guidelines |
P5784 | Hands-off | Taxable | USD | 2024-10-10 | 566,925 | 33,285 | 533,640 | 1 | 60.9 | 26.4 | 3.8 | 8.9 | AMZN:25.0%;VNQ:25.0%;MSFT:25.0%;QQQ:25.0% | US:57.1;EU:11.9;APAC:15.8;EM:10.5;Other:4.7 | Value:+0.5;Growth:0.0;Quality:-0.4;Size:-0.5;Momentum:-0.7;LowVol:+0.7 | MaxPos7% | 8 | 35 | 3.1 | trailing 8% | 111 | 16.5 | Bull | 14.8 | 3.79 | 3.1 | 90 | 80 | 100 | 37 | false | Rebalance | Shift +1% to bonds from equity | 24 | -16 | BrokerC | MKT | 92 | null | null | Normal monitoring | 61 | 12 | 61 | 3 | false | Increase defensive factor exposure |
P5785 | Active | Trust | USD | 2024-11-08 | 639,117 | 70,784 | 568,333 | 1 | 65.9 | 19.4 | 5 | 9.7 | VTI:33.5%;XLF:32.9%;MUB:33.5% | US:65.3;EU:12.5;APAC:15.6;EM:5.8;Other:0.8 | Value:+0.8;Growth:+0.4;Quality:-0.7;Size:+0.2;Momentum:+0.8;LowVol:-0.6 | NoDerivatives | 10 | 25 | 5.4 | hard 12% | 142 | 19.7 | Bear | 31.8 | 3.66 | 2.4 | 154 | -37 | 16 | 80 | true | Hedge | Buy index puts 1% notional | 18 | -1 | BrokerA | LMT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 11 | 5 | 150 | 5 | false | Monitor dispersion and breadth |
P5786 | Systematic | Roth | USD | 2025-06-20 | 1,957,765 | 174,920 | 1,782,845 | 1 | 58.5 | 20.4 | 14.6 | 6.5 | HYG:12.4%;MSFT:18.5%;AMZN:17.0%;XLF:20.2%;BRK.B:11.7%;TSLA:20.2% | US:62.3;EU:12.3;APAC:10.6;EM:13.7;Other:1.1 | Value:-0.3;Growth:-0.9;Quality:+0.1;Size:-1.0;Momentum:+0.8;LowVol:+0.9 | null | 10 | 30 | 6 | hard 12% | 212 | 18.8 | Bear | 31.7 | 4.14 | 1.8 | 179 | -77 | 10 | 72 | true | Hedge | Buy index puts 1% notional | -1 | -15 | BrokerC | MKT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -20 | 16 | 93 | 3 | false | Within IPS guidelines |
P5787 | Hands-off | 401k | USD | 2025-05-13 | 598,762 | 53,321 | 545,441 | 1 | 58.1 | 26 | 10.7 | 5.3 | BRK.B:24.3%;TLT:16.4%;VNQ:11.3%;TSLA:23.6%;VTI:24.3% | US:64.3;EU:16.4;APAC:12.0;EM:4.2;Other:3.2 | Value:+0.6;Growth:-0.9;Quality:+0.3;Size:+0.4;Momentum:+0.8;LowVol:+0.9 | ESGOnly | 6 | 25 | 3.9 | trailing 8% | 92 | 15.6 | Volatile | 22.4 | 4.92 | 2.5 | 148 | 10 | 66 | 51 | true | Hedge | Buy index puts 1% notional | 0 | -35 | BrokerC | MKT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 51 | -50 | 27 | 4 | false | Tax-aware sells next window |
P5788 | Cautious | Roth | USD | 2024-11-02 | 719,066 | 59,246 | 659,820 | 1 | 46.7 | 33.5 | 6.4 | 13.4 | VNQ:25.0%;XLF:25.0%;HYG:25.0%;TSLA:25.0% | US:73.0;EU:5.7;APAC:8.8;EM:8.2;Other:4.2 | Value:-0.3;Growth:+0.3;Quality:-0.9;Size:+0.7;Momentum:-0.0;LowVol:-0.8 | NoMargin | 10 | 35 | 3.3 | hard 10% | 162 | 14.4 | Bull | 11.5 | 4.63 | 2.8 | 103 | 37 | 57 | 33 | false | Rebalance | Shift +1% to bonds from equity | 25 | -14 | BrokerA | MKT | 96 | null | null | Normal monitoring | -38 | -14 | 41 | 3 | false | Tighten stops on momentum names |
P5789 | Systematic | Taxable | USD | 2024-08-04 | 1,002,579 | 69,881 | 932,698 | 1 | 63.7 | 27.1 | 0 | 9.2 | XLF:33.3%;BND:33.3%;VOO:33.3% | US:61.2;EU:18.2;APAC:5.7;EM:9.9;Other:5.0 | Value:-1.0;Growth:+0.8;Quality:+0.8;Size:+0.2;Momentum:-0.1;LowVol:-1.0 | null | 10 | 25 | 4.1 | trailing 8% | 193 | 18.6 | Bull | 15.4 | 4.33 | 2.7 | 112 | 24 | 51 | 49 | false | Rebalance | Shift +1% to bonds from equity | 24 | 8 | BrokerC | MKT | 99 | null | null | Normal monitoring | 47 | 17 | 24 | 3 | false | Monitor dispersion and breadth |
P5790 | Hands-off | 401k | USD | 2025-09-07 | 171,049 | 11,274 | 159,775 | 1 | 68.2 | 22.5 | 0 | 9.3 | MUB:23.4%;TLT:23.4%;BRK.B:15.0%;IEF:14.9%;XLF:23.4% | US:68.4;EU:12.3;APAC:5.7;EM:11.2;Other:2.5 | Value:-0.3;Growth:+0.7;Quality:+0.7;Size:+0.9;Momentum:-1.0;LowVol:-0.7 | ESGOnly;NoDerivatives | 5 | 35 | 5.5 | trailing 8% | 98 | 19.1 | Bull | 14.5 | 4.07 | 2.4 | 102 | 58 | 66 | 50 | false | Buy | Add to core equity +1% | 13 | -38 | BrokerC | MKT | 85 | null | null | Normal monitoring | 2 | -49 | 21 | 3 | false | Tax-aware sells next window |
P5791 | Hands-off | Taxable | USD | 2024-10-10 | 347,255 | 34,602 | 312,653 | 1 | 58.7 | 17.1 | 18.7 | 5.5 | TLT:33.3%;AMZN:33.3%;AAPL:33.3% | US:68.0;EU:10.3;APAC:9.1;EM:9.4;Other:3.2 | Value:-0.4;Growth:-0.0;Quality:-0.5;Size:-0.9;Momentum:+0.6;LowVol:-0.4 | NoDerivatives | 8 | 25 | 4.2 | trailing 10% | 152 | 17.9 | Sideways | 20.5 | 3.99 | 2.1 | 125 | 16 | 56 | 48 | false | Sell | Trim extended winner -1% | 7 | 10 | BrokerD | LMT | 89 | null | null | Normal monitoring | -44 | -34 | -13 | 3 | false | Tax-aware sells next window |
P5792 | Hands-off | IRA | USD | 2025-11-15 | 213,072 | 10,732 | 202,340 | 1 | 61.8 | 24.7 | 6.7 | 6.9 | BND:33.3%;VNQ:33.3%;TLT:33.3% | US:70.7;EU:11.6;APAC:12.8;EM:4.1;Other:0.8 | Value:+0.3;Growth:+0.1;Quality:-0.1;Size:+0.1;Momentum:+0.7;LowVol:-0.7 | ESGOnly | 5 | 25 | 4.5 | hard 10% | 140 | 17.9 | Bull | 15.2 | 4.79 | 3.3 | 120 | 14 | 51 | 54 | false | Sell | Trim extended winner -1% | 5 | -24 | BrokerC | MKT | 89 | null | null | Normal monitoring | -16 | -15 | -25 | 4 | false | Tighten stops on momentum names |
P5793 | Opportunistic | Trust | USD | 2025-07-24 | 832,534 | 57,807 | 774,727 | 1 | 60.6 | 11.2 | 20.7 | 7.5 | GLD:33.3%;IEF:33.3%;AMZN:33.3% | US:69.3;EU:7.7;APAC:16.2;EM:6.2;Other:0.6 | Value:-0.1;Growth:+0.8;Quality:-0.6;Size:-0.2;Momentum:-0.9;LowVol:+0.8 | NoDerivatives | 7 | 30 | 4.6 | hard 12% | 220 | 31 | Sideways | 14.6 | 4.13 | 2.1 | 123 | 15 | 63 | 51 | false | Sell | Trim extended winner -1% | 14 | -1 | BrokerB | LMT | 95 | null | null | Normal monitoring | 89 | -26 | 147 | 5 | false | Increase defensive factor exposure |
P5794 | Systematic | Taxable | USD | 2025-10-04 | 708,626 | 40,699 | 667,927 | 1 | 61.9 | 28.9 | 0 | 9.2 | AAPL:26.1%;VTI:25.6%;GLD:22.2%;MUB:26.1% | US:63.2;EU:19.0;APAC:12.0;EM:4.7;Other:1.1 | Value:+0.2;Growth:-1.0;Quality:-0.8;Size:-0.9;Momentum:-0.8;LowVol:-0.5 | MaxPos5% | 6 | 30 | 5.6 | hard 12% | 123 | 16.2 | Bull | 11.6 | 4.7 | 2 | 93 | 62 | 91 | 37 | false | Sell | Trim extended winner -1% | 18 | -4 | BrokerC | VWAP | 85 | null | null | Normal monitoring | 116 | -8 | 127 | 5 | false | Monitor dispersion and breadth |
P5795 | Hands-off | Trust | USD | 2025-12-08 | 161,713 | 16,052 | 145,661 | 1 | 57.6 | 21.8 | 15.4 | 5.2 | GLD:26.2%;MUB:36.9%;VNQ:36.9% | US:60.0;EU:19.4;APAC:10.4;EM:7.7;Other:2.4 | Value:-0.1;Growth:+0.1;Quality:+0.5;Size:-0.8;Momentum:-0.8;LowVol:-0.5 | ESGOnly;MaxPos6% | 10 | 25 | 4 | trailing 8% | 169 | 14.8 | Sideways | 14.6 | 4.77 | 3.1 | 133 | -17 | 31 | 37 | false | Buy | Add to core equity +1% | 19 | -17 | BrokerA | MKT | 92 | null | null | Normal monitoring | 55 | 1 | 173 | 5 | false | Tax-aware sells next window |
P5796 | Systematic | Roth | USD | 2024-09-27 | 804,999 | 54,272 | 750,727 | 1 | 61.4 | 31 | 0 | 7.6 | GLD:13.6%;VTI:16.0%;AMZN:17.2%;MUB:17.5%;MSFT:18.0%;TSLA:17.6% | US:55.6;EU:17.8;APAC:10.7;EM:12.1;Other:3.8 | Value:-0.3;Growth:-0.7;Quality:+0.7;Size:-0.8;Momentum:-0.0;LowVol:+0.7 | null | 6 | 25 | 4.9 | trailing 8% | 146 | 17.3 | Bull | 12.2 | 3.93 | 3.4 | 74 | 12 | 53 | 46 | false | Rebalance | Shift +1% to bonds from equity | -8 | 0 | BrokerD | MKT | 88 | null | null | Normal monitoring | 66 | -12 | 152 | 5 | false | Monitor dispersion and breadth |
P5797 | Cautious | Trust | USD | 2025-11-22 | 494,085 | 63,618 | 430,467 | 1 | 42.8 | 35.1 | 9 | 13.1 | IEF:28.6%;GLD:28.6%;TSLA:28.6%;AAPL:14.2% | US:60.7;EU:16.6;APAC:7.8;EM:10.8;Other:4.0 | Value:+0.5;Growth:+0.4;Quality:0.0;Size:+0.5;Momentum:+0.2;LowVol:-0.2 | ESGOnly;MaxPos7%;NoMargin | 8 | 30 | 3.8 | trailing 8% | 155 | 19.8 | Volatile | 32 | 3.65 | 3.9 | 169 | -34 | 36 | 77 | true | Hedge | Buy index puts 1% notional | 24 | -23 | BrokerB | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -23 | -9 | -55 | 2 | false | Within IPS guidelines |
P5798 | Hands-off | Roth | USD | 2025-01-29 | 754,677 | 63,161 | 691,516 | 1 | 61.4 | 20.1 | 10.1 | 8.4 | VOO:33.3%;XLF:33.3%;BRK.B:33.3% | US:65.1;EU:14.6;APAC:13.4;EM:6.9;Other:0.0 | Value:-0.4;Growth:-0.1;Quality:-0.6;Size:+0.5;Momentum:-0.2;LowVol:-0.3 | MaxPos7%;NoDerivatives | 6 | 35 | 4.5 | hard 10% | 133 | 12.9 | Volatile | 21.9 | 5.1 | 3.3 | 131 | -11 | 50 | 67 | false | NoAction | Within bands; monitor | -3 | -38 | BrokerC | MKT | 0 | null | null | Normal monitoring | -26 | -33 | 19 | 4 | false | Tax-aware sells next window |
P5799 | Hands-off | Trust | USD | 2025-08-21 | 258,102 | 11,072 | 247,030 | 1 | 55.4 | 23.2 | 15 | 6.5 | QQQ:17.7%;TSLA:14.6%;XLF:10.8%;GLD:20.6%;AMZN:16.4%;MUB:19.9% | US:67.7;EU:13.3;APAC:9.7;EM:5.5;Other:3.8 | Value:-0.6;Growth:+0.1;Quality:+0.8;Size:-0.1;Momentum:+0.9;LowVol:+0.8 | null | 10 | 35 | 3.7 | trailing 8% | 150 | 17.5 | Bull | 16.8 | 4.68 | 2.2 | 116 | 6 | 40 | 39 | false | Sell | Trim extended winner -1% | 25 | 4 | BrokerA | MKT | 92 | null | null | Normal monitoring | 47 | -15 | 181 | 4 | false | Within IPS guidelines |
P5800 | Cautious | Trust | USD | 2025-11-25 | 643,677 | 53,109 | 590,568 | 1 | 45.1 | 38.4 | 0 | 16.5 | XLF:14.5%;VOO:11.0%;GLD:22.3%;TSLA:22.3%;TLT:11.6%;VTI:18.3% | US:65.8;EU:7.0;APAC:12.1;EM:10.7;Other:4.4 | Value:+0.4;Growth:+0.4;Quality:+0.4;Size:+0.6;Momentum:-0.1;LowVol:-0.6 | ESGOnly;MaxPos6%;NoMargin | 5 | 35 | 5.9 | trailing 10% | 112 | 12.3 | Bull | 13.7 | 4.27 | 2.2 | 107 | 47 | 67 | 33 | false | Hedge | Add TLT +1% as duration hedge | 28 | -27 | BrokerD | LMT | 93 | null | null | Normal monitoring | 50 | -52 | 110 | 3 | false | Monitor dispersion and breadth |
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