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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5801 | Cautious | Roth | USD | 2025-06-29 | 159,812 | 15,019 | 144,793 | 1 | 47.7 | 35.5 | 0 | 16.8 | VTI:28.2%;AMZN:27.4%;HYG:28.2%;BND:16.1% | US:64.4;EU:8.9;APAC:12.2;EM:13.8;Other:0.7 | Value:-0.6;Growth:0.0;Quality:+0.9;Size:-0.4;Momentum:-0.2;LowVol:+0.6 | NoDerivatives;NoMargin | 6 | 25 | 5 | trailing 8% | 93 | 13 | Volatile | 21.1 | 5.24 | 3.1 | 164 | 73 | 80 | 51 | false | Buy | Add to core equity +1% | -13 | -8 | BrokerD | LMT | 99 | null | null | Normal monitoring | 66 | -24 | 82 | 3 | false | Monitor dispersion and breadth |
P5802 | Hands-off | 401k | USD | 2024-10-07 | 716,704 | 58,081 | 658,623 | 1 | 74.2 | 16.1 | 4.4 | 5.3 | IEF:23.7%;AMZN:13.6%;HYG:10.9%;TSLA:19.0%;BRK.B:9.1%;QQQ:23.7% | US:65.2;EU:18.1;APAC:9.3;EM:6.1;Other:1.3 | Value:-0.5;Growth:+0.2;Quality:+0.9;Size:-0.2;Momentum:-0.9;LowVol:+0.4 | null | 6 | 25 | 4.2 | hard 10% | 113 | 16.2 | Bull | 12.8 | 4.34 | 3.1 | 89 | 27 | 57 | 40 | false | Sell | Trim extended winner -1% | 32 | 11 | BrokerB | LMT | 100 | null | null | Normal monitoring | -26 | 4 | 59 | 3 | false | Within IPS guidelines |
P5803 | Active | Taxable | USD | 2025-11-21 | 2,397,807 | 233,908 | 2,163,899 | 1 | 64.8 | 27 | 0 | 8.3 | VOO:10.6%;AMZN:22.3%;VNQ:19.0%;HYG:22.3%;TLT:10.0%;MSFT:15.8% | US:76.7;EU:7.1;APAC:6.8;EM:5.5;Other:3.9 | Value:-0.7;Growth:+0.8;Quality:+0.4;Size:-0.3;Momentum:+0.1;LowVol:+0.2 | null | 8 | 35 | 5.5 | trailing 8% | 159 | 22.8 | Bull | 11.8 | 4.45 | 2.4 | 100 | 119 | 100 | 35 | false | Rebalance | Shift +1% to bonds from equity | -8 | -27 | BrokerA | MKT | 85 | null | null | Normal monitoring | -15 | -47 | 98 | 5 | false | Tighten stops on momentum names |
P5804 | Systematic | Roth | USD | 2025-08-13 | 1,091,322 | 48,447 | 1,042,875 | 1 | 62.5 | 24.7 | 7.5 | 5.3 | MSFT:21.8%;QQQ:14.3%;HYG:20.2%;AMZN:21.8%;VTI:21.8% | US:71.1;EU:13.5;APAC:10.2;EM:5.0;Other:0.2 | Value:+0.8;Growth:+0.8;Quality:-0.2;Size:-0.9;Momentum:+0.8;LowVol:-0.4 | NoDerivatives | 10 | 35 | 4.8 | trailing 8% | 209 | 19.3 | Sideways | 16.3 | 4.52 | 2.4 | 113 | 42 | 60 | 47 | false | Buy | Add to core equity +1% | 29 | -22 | BrokerD | LMT | 88 | null | null | Normal monitoring | 15 | -45 | 105 | 4 | false | Increase defensive factor exposure |
P5805 | Hands-off | Taxable | USD | 2024-12-06 | 514,662 | 21,312 | 493,350 | 1 | 64.7 | 26.2 | 0 | 9.1 | TSLA:21.1%;VTI:27.5%;GLD:24.0%;VNQ:27.5% | US:68.4;EU:14.6;APAC:9.6;EM:5.8;Other:1.6 | Value:-0.8;Growth:-0.9;Quality:-0.3;Size:-0.5;Momentum:+0.2;LowVol:+0.2 | null | 10 | 35 | 5.6 | trailing 8% | 138 | 14.5 | Bull | 17 | 3.54 | 3 | 89 | 73 | 73 | 51 | false | Rebalance | Shift +1% to bonds from equity | -2 | -9 | BrokerA | MKT | 94 | null | null | Normal monitoring | 51 | -58 | 180 | 4 | false | Within IPS guidelines |
P5806 | Opportunistic | Trust | USD | 2025-04-13 | 339,594 | 29,418 | 310,176 | 1 | 75.7 | 12.9 | 6.2 | 5.2 | MSFT:26.2%;GLD:26.2%;VNQ:24.2%;IEF:23.4% | US:65.2;EU:9.0;APAC:10.9;EM:11.2;Other:3.7 | Value:+0.6;Growth:-0.3;Quality:+0.9;Size:+0.9;Momentum:-0.8;LowVol:+0.3 | null | 8 | 30 | 7 | trailing 9% | 239 | 31.5 | Volatile | 26.9 | 4.84 | 2.1 | 113 | 72 | 86 | 89 | true | Hedge | Buy index puts 1% notional | 17 | 4 | BrokerA | LMT | 92 | VAR>budget | Reduce | Risk above budget threshold | 10 | -45 | 32 | 2 | false | Tax-aware sells next window |
P5807 | Hands-off | IRA | USD | 2025-12-15 | 852,360 | 56,769 | 795,591 | 1 | 62.9 | 25.1 | 5.1 | 6.9 | GLD:26.1%;IEF:21.8%;AMZN:26.1%;MUB:26.1% | US:71.7;EU:7.2;APAC:14.2;EM:6.0;Other:0.9 | Value:+0.6;Growth:-0.2;Quality:-0.9;Size:-0.5;Momentum:-0.0;LowVol:+0.4 | null | 7 | 25 | 5.3 | trailing 10% | 91 | 17.6 | Bear | 30.3 | 3.49 | 2.6 | 171 | -25 | 31 | 69 | false | Buy | Add to core equity +1% | 3 | -15 | BrokerC | MKT | 98 | null | null | Normal monitoring | 30 | 6 | 52 | 3 | false | Tighten stops on momentum names |
P5808 | Cautious | Trust | USD | 2025-02-10 | 724,811 | 70,217 | 654,594 | 1 | 49 | 39.3 | 0 | 11.7 | AAPL:27.7%;VNQ:27.7%;BND:16.8%;TLT:27.7% | US:57.3;EU:18.5;APAC:9.5;EM:11.2;Other:3.4 | Value:-0.8;Growth:-0.5;Quality:+0.5;Size:-0.5;Momentum:+0.9;LowVol:-0.2 | MaxPos6%;NoMargin | 8 | 30 | 4.6 | trailing 8% | 156 | 15.9 | Volatile | 31.5 | 4.46 | 3.9 | 173 | -24 | 48 | 65 | false | Sell | Trim extended winner -1% | 13 | 15 | BrokerC | LMT | 97 | null | null | Normal monitoring | 80 | -51 | 71 | 5 | false | Increase defensive factor exposure |
P5809 | Systematic | 401k | USD | 2025-06-18 | 1,759,947 | 160,452 | 1,599,495 | 1 | 64.3 | 28.4 | 2 | 5.3 | VOO:20.8%;TLT:26.4%;VTI:26.4%;IEF:26.4% | US:71.1;EU:9.0;APAC:13.6;EM:6.3;Other:0.1 | Value:+0.5;Growth:+0.3;Quality:-0.4;Size:-0.8;Momentum:+0.1;LowVol:-0.2 | null | 10 | 30 | 6 | trailing 8% | 229 | 24.5 | Bear | 29.5 | 3.83 | 1.8 | 158 | -111 | 5 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | 1 | BrokerC | LMT | 91 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -29 | 16 | 46 | 4 | false | Within IPS guidelines |
P5810 | Opportunistic | Taxable | USD | 2025-12-03 | 787,813 | 29,615 | 758,198 | 1.21 | 68.9 | 17.8 | 4.6 | 8.8 | MUB:15.3%;BND:17.9%;QQQ:11.5%;BRK.B:17.0%;TLT:17.3%;VTI:21.0% | US:58.0;EU:19.8;APAC:11.8;EM:6.4;Other:4.0 | Value:-0.2;Growth:-0.8;Quality:-0.5;Size:-0.2;Momentum:-0.4;LowVol:+0.5 | null | 6 | 35 | 4.2 | trailing 7% | 196 | 26.4 | Volatile | 22.2 | 4.63 | 3.5 | 168 | 80 | 76 | 66 | false | Rebalance | Shift +1% to bonds from equity | 16 | 11 | BrokerB | LMT | 87 | null | null | Normal monitoring | 96 | -21 | 236 | 3 | false | Within IPS guidelines |
P5811 | Cautious | IRA | USD | 2025-12-25 | 314,914 | 33,997 | 280,917 | 1 | 48.3 | 40 | 0 | 11.7 | HYG:25.3%;VTI:23.0%;BRK.B:25.3%;TSLA:13.3%;TLT:13.1% | US:61.1;EU:15.7;APAC:12.7;EM:6.5;Other:3.9 | Value:+0.8;Growth:+0.5;Quality:-0.0;Size:+0.4;Momentum:-0.2;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 10 | 25 | 5.8 | trailing 8% | 162 | 13.5 | Bull | 11 | 4.84 | 2.1 | 112 | 23 | 56 | 21 | false | Sell | Trim extended winner -1% | 19 | 9 | BrokerC | MKT | 86 | null | null | Normal monitoring | -43 | -16 | 65 | 3 | false | Increase defensive factor exposure |
P5812 | Cautious | Trust | USD | 2025-07-03 | 842,511 | 82,982 | 759,529 | 1 | 48.4 | 38.2 | 0 | 13.4 | GLD:33.3%;AAPL:33.3%;TLT:33.3% | US:70.1;EU:5.8;APAC:15.7;EM:3.8;Other:4.6 | Value:+0.3;Growth:-0.4;Quality:-0.8;Size:-0.2;Momentum:-0.0;LowVol:+0.7 | ESGOnly;NoMargin | 8 | 25 | 5.6 | trailing 8% | 132 | 14.4 | Bull | 14.4 | 4.72 | 2.3 | 87 | 115 | 100 | 45 | false | Rebalance | Shift +1% to bonds from equity | -15 | -26 | BrokerD | VWAP | 99 | null | null | Normal monitoring | 92 | -23 | 80 | 3 | false | Monitor dispersion and breadth |
P5813 | Systematic | 401k | USD | 2025-12-26 | 1,887,717 | 82,553 | 1,805,164 | 1 | 59.3 | 32.9 | 2.1 | 5.7 | GLD:12.7%;MUB:7.9%;VTI:22.2%;BRK.B:12.8%;MSFT:22.2%;VNQ:22.2% | US:66.8;EU:7.9;APAC:9.5;EM:13.1;Other:2.8 | Value:-0.1;Growth:-0.3;Quality:-0.6;Size:-0.4;Momentum:+0.9;LowVol:+0.6 | MaxPos6% | 8 | 30 | 5.9 | trailing 8% | 183 | 27 | Bull | 13 | 3.54 | 3.2 | 83 | 2 | 58 | 40 | false | Buy | Add to core equity +1% | -7 | -34 | BrokerC | MKT | 100 | null | null | Normal monitoring | 9 | 3 | 55 | 3 | false | Monitor dispersion and breadth |
P5814 | Active | Roth | USD | 2025-07-24 | 1,357,876 | 141,339 | 1,216,537 | 1 | 60.9 | 30 | 0 | 9.1 | VTI:22.5%;HYG:22.5%;TSLA:16.2%;GLD:16.2%;IEF:22.5% | US:66.9;EU:18.7;APAC:7.8;EM:5.1;Other:1.6 | Value:+0.3;Growth:+0.3;Quality:-0.2;Size:-1.0;Momentum:+0.1;LowVol:-0.5 | NoDerivatives | 7 | 30 | 4.7 | trailing 8% | 142 | 25.5 | Bull | 16.9 | 3.54 | 2 | 113 | 21 | 66 | 55 | false | Buy | Add to core equity +1% | -7 | -21 | BrokerD | VWAP | 88 | null | null | Normal monitoring | 30 | -11 | -5 | 4 | false | Within IPS guidelines |
P5815 | Hands-off | Trust | USD | 2024-07-27 | 519,839 | 51,591 | 468,248 | 1 | 56.4 | 21.3 | 13.4 | 8.9 | VOO:33.3%;HYG:33.3%;BRK.B:33.3% | US:69.4;EU:15.3;APAC:9.6;EM:4.3;Other:1.5 | Value:+0.3;Growth:-0.3;Quality:-0.7;Size:+0.1;Momentum:-0.1;LowVol:-0.2 | MaxPos8%;NoDerivatives | 7 | 30 | 3.6 | hard 10% | 134 | 17.8 | Volatile | 25.1 | 5.43 | 3.4 | 134 | 9 | 64 | 74 | true | Rebalance | Rebalance back to target bands | -4 | -15 | BrokerC | VWAP | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 34 | -40 | 45 | 5 | false | Increase defensive factor exposure |
P5816 | Opportunistic | Roth | USD | 2024-08-11 | 1,469,142 | 50,442 | 1,418,700 | 1 | 68.1 | 12.5 | 11.4 | 7.9 | IEF:22.3%;TSLA:21.5%;GLD:15.5%;BRK.B:18.3%;VNQ:22.3% | US:70.8;EU:7.3;APAC:12.4;EM:8.1;Other:1.3 | Value:-1.0;Growth:-1.0;Quality:-0.4;Size:+0.5;Momentum:-0.3;LowVol:-0.6 | null | 8 | 30 | 5.5 | trailing 7% | 225 | 31.6 | Volatile | 26.7 | 4.27 | 4 | 163 | -46 | 35 | 73 | true | Hedge | Buy index puts 1% notional | 15 | -23 | BrokerD | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | -53 | -19 | -30 | 2 | false | Increase defensive factor exposure |
P5817 | Active | IRA | USD | 2025-05-16 | 1,953,281 | 158,100 | 1,795,181 | 1 | 68.7 | 24.7 | 0 | 6.6 | TLT:33.3%;VOO:33.3%;QQQ:33.3% | US:65.7;EU:6.4;APAC:13.9;EM:8.1;Other:5.9 | Value:+1.0;Growth:+0.6;Quality:-0.7;Size:-0.9;Momentum:-0.7;LowVol:-1.0 | null | 8 | 35 | 5.6 | trailing 8% | 139 | 26.1 | Volatile | 25.1 | 5.23 | 3.3 | 116 | -53 | 9 | 75 | true | Hedge | Buy index puts 1% notional | 5 | -6 | BrokerC | LMT | 89 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -53 | 6 | -58 | 3 | false | Within IPS guidelines |
P5818 | Systematic | Trust | USD | 2025-04-27 | 843,904 | 53,620 | 790,284 | 1 | 63.8 | 25 | 4.5 | 6.7 | MUB:20.0%;MSFT:20.7%;AAPL:5.9%;VTI:19.3%;BRK.B:18.4%;AMZN:15.7% | US:63.5;EU:19.4;APAC:9.4;EM:3.8;Other:3.9 | Value:+0.7;Growth:-0.2;Quality:-0.6;Size:+0.4;Momentum:+0.2;LowVol:-0.8 | MaxPos8%;NoDerivatives | 7 | 25 | 4.7 | hard 12% | 205 | 22.8 | Bull | 12.8 | 4.96 | 3.2 | 113 | 51 | 62 | 33 | false | Rebalance | Shift +1% to bonds from equity | 23 | -38 | BrokerA | MKT | 94 | null | null | Normal monitoring | 88 | -15 | 81 | 4 | false | Monitor dispersion and breadth |
P5819 | Opportunistic | Roth | USD | 2025-08-26 | 1,013,108 | 74,225 | 938,883 | 1.23 | 76.2 | 13.4 | 1.6 | 8.9 | VOO:25.0%;GLD:25.0%;XLF:25.0%;AAPL:25.0% | US:64.9;EU:14.3;APAC:10.2;EM:8.0;Other:2.7 | Value:-0.6;Growth:+0.6;Quality:+0.8;Size:0.0;Momentum:-0.8;LowVol:+0.1 | NoDerivatives | 6 | 35 | 5.8 | hard 12% | 218 | 21.2 | Volatile | 26.7 | 4.64 | 3.5 | 171 | 21 | 75 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -37 | BrokerB | LMT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 88 | 14 | 113 | 3 | false | Increase defensive factor exposure |
P5820 | Active | 401k | USD | 2025-07-11 | 674,425 | 63,978 | 610,447 | 1 | 54.1 | 19.5 | 20.4 | 6 | AAPL:25.0%;BRK.B:25.8%;IEF:25.8%;GLD:23.3% | US:70.2;EU:10.0;APAC:9.7;EM:5.8;Other:4.3 | Value:-0.3;Growth:+0.7;Quality:-0.5;Size:+0.6;Momentum:+1.0;LowVol:+0.4 | NoDerivatives | 8 | 35 | 5.7 | hard 12% | 215 | 25.7 | Bull | 18 | 3.87 | 2.1 | 119 | 99 | 93 | 54 | false | Rebalance | Shift +1% to bonds from equity | 11 | -20 | BrokerD | MKT | 99 | null | null | Normal monitoring | 117 | 17 | 178 | 5 | false | Tighten stops on momentum names |
P5821 | Hands-off | 401k | USD | 2025-01-01 | 574,918 | 25,420 | 549,498 | 1 | 69.3 | 21.7 | 1.9 | 7.1 | XLF:8.1%;TSLA:18.2%;MSFT:21.8%;HYG:21.8%;AMZN:8.2%;BND:21.8% | US:61.9;EU:15.5;APAC:12.7;EM:9.4;Other:0.5 | Value:-0.6;Growth:+0.1;Quality:+0.4;Size:-0.4;Momentum:-0.9;LowVol:+1.0 | MaxPos5% | 7 | 30 | 4 | trailing 10% | 136 | 18.1 | Bear | 32.3 | 4.06 | 1.7 | 205 | -47 | 35 | 93 | true | Hedge | Buy index puts 1% notional | 20 | -17 | BrokerC | VWAP | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -23 | 3 | 35 | 2 | false | Tax-aware sells next window |
P5822 | Hands-off | IRA | USD | 2024-07-14 | 538,954 | 44,473 | 494,481 | 1 | 67.6 | 18.7 | 6.1 | 7.6 | BRK.B:32.8%;AAPL:33.6%;BND:33.6% | US:69.3;EU:13.6;APAC:5.5;EM:10.7;Other:0.9 | Value:-0.7;Growth:-0.1;Quality:+0.6;Size:-1.0;Momentum:-0.1;LowVol:+0.6 | MaxPos7%;NoDerivatives | 5 | 35 | 5.9 | trailing 10% | 107 | 14.5 | Bear | 33.1 | 4.46 | 2.3 | 172 | -103 | 5 | 96 | true | Rebalance | Rebalance back to target bands | -15 | -16 | BrokerC | LMT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 45 | -21 | 118 | 4 | false | Tighten stops on momentum names |
P5823 | Cautious | 401k | USD | 2024-11-29 | 456,243 | 49,344 | 406,899 | 1 | 35.4 | 39.2 | 14.6 | 10.8 | AMZN:12.6%;MSFT:22.6%;QQQ:22.6%;VTI:10.1%;VNQ:9.4%;TSLA:22.6% | US:72.4;EU:12.4;APAC:8.5;EM:3.1;Other:3.6 | Value:+0.2;Growth:-0.3;Quality:+0.5;Size:-0.3;Momentum:-0.0;LowVol:-0.9 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 30 | 4.6 | trailing 8% | 113 | 19.9 | Bull | 16.9 | 3.88 | 2.2 | 116 | 97 | 100 | 41 | false | Sell | Trim extended winner -1% | 11 | -24 | BrokerC | MKT | 90 | null | null | Normal monitoring | 29 | -13 | 145 | 3 | false | Increase defensive factor exposure |
P5824 | Systematic | 401k | USD | 2025-09-08 | 1,672,173 | 74,508 | 1,597,665 | 1 | 60.3 | 30.8 | 2.7 | 6.2 | BND:23.6%;MUB:27.5%;XLF:21.5%;MSFT:27.5% | US:64.8;EU:14.8;APAC:8.9;EM:11.0;Other:0.4 | Value:-0.2;Growth:+0.6;Quality:+1.0;Size:-1.0;Momentum:-1.0;LowVol:-0.2 | null | 7 | 25 | 4.5 | hard 12% | 168 | 21.7 | Bull | 12.4 | 3.63 | 2.4 | 112 | 56 | 80 | 46 | false | Hedge | Add TLT +1% as duration hedge | 34 | -29 | BrokerC | MKT | 100 | null | null | Normal monitoring | 111 | 9 | 95 | 4 | false | Tax-aware sells next window |
P5825 | Systematic | IRA | USD | 2024-12-01 | 655,895 | 31,877 | 624,018 | 1 | 63.6 | 26.3 | 0.5 | 9.5 | BRK.B:33.3%;VTI:33.3%;MUB:33.3% | US:60.6;EU:16.8;APAC:9.6;EM:12.3;Other:0.7 | Value:-0.1;Growth:+0.9;Quality:+1.0;Size:+0.2;Momentum:-0.1;LowVol:-0.8 | MaxPos5% | 7 | 35 | 5.7 | hard 12% | 191 | 23.4 | Bull | 12.4 | 4.01 | 2.8 | 114 | 116 | 100 | 47 | false | Sell | Trim extended winner -1% | 25 | 9 | BrokerD | VWAP | 88 | null | null | Normal monitoring | -32 | 6 | 19 | 4 | false | Within IPS guidelines |
P5826 | Active | IRA | USD | 2025-07-05 | 1,046,028 | 115,735 | 930,293 | 1.06 | 69 | 18.4 | 7.5 | 5.1 | GLD:32.2%;XLF:18.5%;TSLA:32.2%;VNQ:17.1% | US:60.4;EU:7.4;APAC:14.9;EM:12.4;Other:4.8 | Value:-0.6;Growth:+0.6;Quality:+0.7;Size:+0.1;Momentum:+0.5;LowVol:+0.3 | MaxPos7% | 7 | 25 | 4.4 | trailing 8% | 211 | 17.9 | Bull | 16.8 | 4.02 | 2.3 | 72 | 109 | 91 | 51 | true | Reduce | Cut high-beta by 2-3%, add cash | 1 | -14 | BrokerD | MKT | 98 | VAR>budget | Reduce | Risk above budget threshold | -14 | -28 | 29 | 2 | false | Monitor dispersion and breadth |
P5827 | Active | 401k | USD | 2025-07-28 | 1,296,112 | 150,342 | 1,145,770 | 1.12 | 60 | 21.5 | 11 | 7.6 | GLD:33.3%;MSFT:33.3%;HYG:33.3% | US:70.7;EU:6.0;APAC:6.0;EM:12.7;Other:4.6 | Value:-0.7;Growth:-0.4;Quality:-1.0;Size:+0.9;Momentum:-0.5;LowVol:-0.7 | null | 10 | 25 | 4.6 | trailing 9% | 186 | 26 | Volatile | 26.8 | 5.24 | 2 | 163 | 34 | 61 | 66 | false | Buy | Add to core equity +1% | -14 | -9 | BrokerA | LMT | 94 | null | null | Normal monitoring | 113 | 12 | 83 | 3 | false | Tax-aware sells next window |
P5828 | Active | Taxable | USD | 2025-04-21 | 1,556,074 | 127,083 | 1,428,991 | 1 | 64.3 | 21.9 | 6.8 | 7.1 | QQQ:15.8%;GLD:11.5%;TLT:13.1%;VNQ:19.2%;IEF:17.8%;VOO:22.4% | US:73.0;EU:6.9;APAC:13.3;EM:6.0;Other:0.9 | Value:-0.7;Growth:+0.5;Quality:-0.1;Size:+0.1;Momentum:0.0;LowVol:+0.1 | MaxPos8% | 5 | 30 | 4.3 | trailing 9% | 202 | 22.8 | Bear | 29.4 | 3.23 | 2.4 | 175 | -21 | 36 | 73 | true | Hedge | Buy index puts 1% notional | 24 | 13 | BrokerA | MKT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 43 | -27 | 143 | 5 | false | Tax-aware sells next window |
P5829 | Systematic | IRA | USD | 2024-09-11 | 1,185,107 | 74,668 | 1,110,439 | 1 | 63.5 | 30.4 | 0 | 6 | IEF:33.3%;GLD:33.3%;TLT:33.3% | US:64.5;EU:17.7;APAC:6.2;EM:10.1;Other:1.6 | Value:-0.4;Growth:-0.4;Quality:-0.4;Size:+1.0;Momentum:+0.3;LowVol:-0.1 | null | 8 | 25 | 4.8 | trailing 9% | 205 | 22.2 | Sideways | 21.5 | 4.95 | 2.1 | 117 | 15 | 48 | 61 | false | Hedge | Add TLT +1% as duration hedge | -13 | -37 | BrokerB | LMT | 93 | null | null | Normal monitoring | -34 | -10 | 59 | 3 | false | Tighten stops on momentum names |
P5830 | Systematic | IRA | USD | 2024-09-20 | 1,691,945 | 71,577 | 1,620,368 | 1 | 65.1 | 28.1 | 0 | 6.9 | TLT:37.9%;XLF:37.9%;BND:24.2% | US:64.2;EU:14.1;APAC:10.0;EM:10.1;Other:1.5 | Value:-0.9;Growth:+0.1;Quality:+0.2;Size:+0.4;Momentum:+0.9;LowVol:-0.1 | null | 8 | 35 | 4.2 | trailing 8% | 132 | 22.8 | Bull | 13.6 | 3.67 | 3.4 | 77 | 80 | 92 | 44 | false | Rebalance | Shift +1% to bonds from equity | 27 | -27 | BrokerC | VWAP | 87 | null | null | Normal monitoring | 83 | 2 | 108 | 4 | false | Monitor dispersion and breadth |
P5831 | Hands-off | Trust | USD | 2025-07-29 | 795,296 | 48,021 | 747,275 | 1 | 66.9 | 21.1 | 2.6 | 9.5 | QQQ:22.9%;XLF:10.2%;TSLA:22.9%;IEF:22.9%;TLT:21.0% | US:64.6;EU:14.3;APAC:14.9;EM:5.4;Other:0.8 | Value:+0.7;Growth:+0.8;Quality:+0.4;Size:-0.7;Momentum:-0.6;LowVol:+1.0 | ESGOnly;MaxPos6%;NoDerivatives | 7 | 35 | 4.5 | hard 10% | 128 | 14.1 | Volatile | 20.1 | 4.11 | 2.3 | 115 | 5 | 63 | 58 | true | Reduce | Cut high-beta by 2-3%, add cash | 15 | -12 | BrokerB | LMT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 99 | -2 | 59 | 4 | false | Tighten stops on momentum names |
P5832 | Systematic | IRA | USD | 2025-12-06 | 1,419,359 | 62,948 | 1,356,411 | 1 | 55.4 | 32.4 | 3.7 | 8.6 | HYG:20.5%;QQQ:17.6%;VOO:20.0%;VNQ:20.9%;IEF:20.9% | US:67.0;EU:14.4;APAC:9.3;EM:7.4;Other:1.8 | Value:-0.8;Growth:+0.7;Quality:+0.6;Size:+0.9;Momentum:0.0;LowVol:+0.2 | NoDerivatives | 6 | 30 | 4.8 | trailing 8% | 178 | 24.2 | Bull | 17.2 | 4.44 | 2 | 110 | 104 | 100 | 54 | false | Buy | Add to core equity +1% | 34 | 15 | BrokerC | MKT | 88 | null | null | Normal monitoring | 119 | -54 | 83 | 4 | false | Monitor dispersion and breadth |
P5833 | Opportunistic | Trust | USD | 2025-01-09 | 921,756 | 29,669 | 892,087 | 1 | 61.8 | 16.2 | 14.1 | 7.9 | AAPL:22.2%;IEF:22.2%;VNQ:13.4%;AMZN:20.2%;TLT:22.2% | US:71.4;EU:11.2;APAC:11.8;EM:5.3;Other:0.4 | Value:-0.3;Growth:-0.4;Quality:+0.5;Size:+0.5;Momentum:+0.2;LowVol:-0.1 | MaxPos8% | 10 | 25 | 6.4 | trailing 9% | 170 | 20.9 | Bull | 16.5 | 5 | 3.2 | 96 | 81 | 92 | 41 | false | NoAction | Within bands; monitor | -6 | 5 | BrokerA | MKT | 0 | null | null | Normal monitoring | 79 | -52 | 64 | 5 | false | Increase defensive factor exposure |
P5834 | Active | Roth | USD | 2025-11-04 | 1,750,076 | 204,128 | 1,545,948 | 1 | 64 | 28.2 | 0.7 | 7.1 | XLF:28.3%;IEF:19.1%;MSFT:24.3%;GLD:28.3% | US:70.2;EU:11.0;APAC:7.6;EM:8.1;Other:3.0 | Value:+0.8;Growth:-0.4;Quality:-0.2;Size:-0.9;Momentum:+0.1;LowVol:-0.4 | null | 8 | 30 | 5.1 | hard 12% | 127 | 16.6 | Sideways | 20.7 | 4.02 | 2.2 | 129 | 17 | 55 | 65 | false | Rebalance | Shift +1% to bonds from equity | -14 | -28 | BrokerC | VWAP | 99 | null | null | Normal monitoring | 60 | -34 | 163 | 5 | false | Increase defensive factor exposure |
P5835 | Opportunistic | IRA | USD | 2025-04-23 | 719,100 | 29,402 | 689,698 | 1 | 65.7 | 17.9 | 9 | 7.3 | IEF:33.3%;VNQ:33.3%;GLD:33.3% | US:69.4;EU:11.3;APAC:11.3;EM:4.3;Other:3.6 | Value:-0.3;Growth:-0.1;Quality:+0.9;Size:-0.3;Momentum:+0.4;LowVol:-0.8 | MaxPos8%;NoDerivatives | 7 | 25 | 6.4 | trailing 9% | 226 | 26.9 | Bear | 28.8 | 3.82 | 1.3 | 210 | -83 | 15 | 85 | true | Hedge | Buy index puts 1% notional | 19 | 12 | BrokerC | LMT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 27 | 12 | 107 | 2 | false | Increase defensive factor exposure |
P5836 | Active | Roth | USD | 2024-10-21 | 1,163,827 | 111,616 | 1,052,211 | 1.09 | 63.4 | 28.9 | 0 | 7.7 | MSFT:23.0%;TLT:20.4%;HYG:23.0%;IEF:11.9%;GLD:12.4%;VOO:9.3% | US:68.5;EU:12.4;APAC:6.5;EM:9.8;Other:2.7 | Value:+0.2;Growth:-0.9;Quality:-0.6;Size:-0.4;Momentum:+0.7;LowVol:+0.3 | MaxPos5% | 10 | 35 | 5.8 | trailing 9% | 215 | 23.6 | Sideways | 17.9 | 4.22 | 2.9 | 101 | -14 | 48 | 61 | false | Buy | Add to core equity +1% | 28 | -30 | BrokerC | MKT | 93 | null | null | Normal monitoring | 112 | -18 | 93 | 4 | false | Monitor dispersion and breadth |
P5837 | Opportunistic | IRA | USD | 2024-08-12 | 492,371 | 20,615 | 471,756 | 1 | 63.7 | 18.1 | 12.9 | 5.3 | IEF:30.1%;AMZN:35.0%;MSFT:35.0% | US:62.6;EU:18.4;APAC:12.3;EM:3.7;Other:3.1 | Value:-0.2;Growth:+1.0;Quality:+0.9;Size:-0.2;Momentum:-0.6;LowVol:+0.3 | null | 8 | 30 | 4.8 | trailing 9% | 212 | 31.4 | Volatile | 27.9 | 5.3 | 4.5 | 153 | 20 | 67 | 68 | false | Rebalance | Shift +1% to bonds from equity | -14 | -33 | BrokerB | LMT | 96 | null | null | Normal monitoring | 98 | 0 | 204 | 5 | false | Within IPS guidelines |
P5838 | Active | Roth | USD | 2024-09-18 | 1,816,440 | 133,957 | 1,682,483 | 1.22 | 60.3 | 30.8 | 0 | 9 | AAPL:22.4%;HYG:21.0%;AMZN:19.0%;GLD:15.1%;VOO:22.4% | US:65.3;EU:13.3;APAC:13.0;EM:5.4;Other:2.9 | Value:+0.4;Growth:+0.2;Quality:-0.8;Size:-0.3;Momentum:-1.0;LowVol:+0.8 | MaxPos8% | 10 | 35 | 5.4 | trailing 8% | 163 | 16.2 | Sideways | 17.9 | 4.16 | 2.1 | 137 | -17 | 27 | 57 | false | Rebalance | Shift +1% to bonds from equity | -6 | 8 | BrokerC | LMT | 100 | null | null | Normal monitoring | -25 | -42 | 78 | 3 | false | Tax-aware sells next window |
P5839 | Systematic | Trust | USD | 2025-11-12 | 700,857 | 64,624 | 636,233 | 1 | 62.4 | 21 | 8.2 | 8.3 | AMZN:25.8%;HYG:25.8%;BND:22.7%;MSFT:25.8% | US:60.6;EU:10.9;APAC:16.1;EM:10.9;Other:1.4 | Value:-0.2;Growth:-0.7;Quality:+0.7;Size:-0.6;Momentum:-0.0;LowVol:-0.1 | MaxPos7%;NoDerivatives | 5 | 30 | 4.6 | hard 12% | 153 | 19.7 | Volatile | 24.3 | 4.31 | 3.2 | 160 | 36 | 58 | 76 | true | Hedge | Buy index puts 1% notional | 14 | -9 | BrokerA | LMT | 87 | VAR>budget | Reduce | Risk above budget threshold | 61 | -25 | 68 | 4 | false | Monitor dispersion and breadth |
P5840 | Hands-off | Taxable | USD | 2024-07-23 | 414,836 | 30,804 | 384,032 | 1 | 67.3 | 26.2 | 0 | 6.5 | QQQ:33.3%;TSLA:33.3%;VNQ:33.3% | US:70.8;EU:12.4;APAC:8.9;EM:5.7;Other:2.3 | Value:-0.8;Growth:+0.5;Quality:+0.2;Size:+0.3;Momentum:+0.6;LowVol:+0.8 | null | 5 | 25 | 3 | trailing 8% | 104 | 19.8 | Bull | 12.8 | 4.6 | 3 | 102 | 3 | 49 | 43 | false | Buy | Add to core equity +1% | 30 | 4 | BrokerD | MKT | 95 | null | null | Normal monitoring | 35 | -15 | 154 | 4 | false | Within IPS guidelines |
P5841 | Hands-off | 401k | USD | 2025-03-13 | 716,876 | 66,567 | 650,309 | 1 | 68.9 | 26.4 | 0 | 4.8 | HYG:24.1%;BRK.B:25.3%;VTI:25.3%;QQQ:25.3% | US:65.0;EU:14.2;APAC:7.8;EM:10.1;Other:2.9 | Value:+0.8;Growth:+0.5;Quality:+0.3;Size:-0.2;Momentum:+0.7;LowVol:+0.2 | MaxPos8% | 10 | 30 | 5 | hard 10% | 115 | 17.9 | Volatile | 31.9 | 4.51 | 2.4 | 156 | -17 | 40 | 95 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -28 | BrokerC | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -37 | 1 | 71 | 5 | false | Tax-aware sells next window |
P5842 | Active | Roth | USD | 2024-10-12 | 1,521,929 | 95,647 | 1,426,282 | 1 | 53.4 | 26.8 | 13.6 | 6.2 | VOO:33.3%;VTI:33.3%;IEF:33.3% | US:65.4;EU:15.8;APAC:10.8;EM:6.0;Other:2.0 | Value:-0.9;Growth:-0.2;Quality:+0.8;Size:+0.5;Momentum:+0.3;LowVol:-0.6 | MaxPos7% | 10 | 30 | 4.2 | trailing 8% | 138 | 16.2 | Bull | 16.2 | 4.03 | 2.2 | 86 | 12 | 41 | 43 | false | Rebalance | Shift +1% to bonds from equity | 9 | -29 | BrokerC | LMT | 98 | null | null | Normal monitoring | -32 | 16 | 37 | 5 | false | Increase defensive factor exposure |
P5843 | Hands-off | Roth | USD | 2025-03-26 | 255,576 | 15,043 | 240,533 | 1 | 59.8 | 17.5 | 16.1 | 6.6 | BRK.B:13.3%;AAPL:6.7%;TSLA:21.8%;VNQ:21.8%;MSFT:21.8%;HYG:14.7% | US:67.0;EU:11.7;APAC:10.6;EM:6.5;Other:4.2 | Value:-0.1;Growth:+0.5;Quality:+0.8;Size:-0.7;Momentum:+0.8;LowVol:-0.7 | MaxPos5% | 7 | 30 | 3.8 | hard 10% | 154 | 17.9 | Bull | 14.8 | 4.43 | 2.3 | 106 | 12 | 57 | 45 | true | Hedge | Buy index puts 1% notional | 9 | -33 | BrokerD | MKT | 89 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 57 | -17 | 129 | 2 | false | Tax-aware sells next window |
P5844 | Active | 401k | USD | 2024-12-29 | 2,162,146 | 258,366 | 1,903,780 | 1 | 53.9 | 18.4 | 21.9 | 5.8 | GLD:18.5%;VNQ:27.2%;IEF:27.2%;XLF:27.2% | US:66.1;EU:10.4;APAC:10.9;EM:9.1;Other:3.6 | Value:+0.1;Growth:-0.4;Quality:-0.6;Size:+0.2;Momentum:+0.5;LowVol:+0.6 | MaxPos6% | 5 | 25 | 4.4 | trailing 8% | 191 | 23.5 | Bear | 30.2 | 3.9 | 2.1 | 175 | 9 | 46 | 66 | false | Rebalance | Shift +1% to bonds from equity | -1 | 5 | BrokerD | LMT | 87 | null | null | Normal monitoring | -2 | -25 | 118 | 4 | false | Increase defensive factor exposure |
P5845 | Cautious | IRA | USD | 2025-10-24 | 690,578 | 63,863 | 626,715 | 1 | 45.7 | 42.2 | 0 | 12.1 | AMZN:28.3%;GLD:27.1%;IEF:24.4%;BRK.B:20.2% | US:66.3;EU:17.4;APAC:7.1;EM:7.2;Other:2.0 | Value:+0.7;Growth:+0.9;Quality:+0.8;Size:+0.1;Momentum:+0.6;LowVol:-0.5 | MaxPos7%;NoMargin | 10 | 35 | 4.2 | hard 10% | 134 | 19.4 | Bear | 26.2 | 4.36 | 2.9 | 161 | 5 | 64 | 57 | false | Sell | Trim extended winner -1% | 35 | 9 | BrokerB | LMT | 86 | null | null | Normal monitoring | 77 | -7 | 113 | 3 | false | Increase defensive factor exposure |
P5846 | Opportunistic | Roth | USD | 2025-05-12 | 1,545,158 | 120,258 | 1,424,900 | 1 | 60.4 | 17.4 | 13.9 | 8.3 | MUB:29.7%;QQQ:35.2%;VTI:35.2% | US:69.4;EU:11.9;APAC:6.4;EM:12.2;Other:0.1 | Value:+0.8;Growth:+0.6;Quality:-0.2;Size:+0.4;Momentum:-0.8;LowVol:+1.0 | NoDerivatives | 8 | 25 | 4.9 | hard 12% | 189 | 28.1 | Volatile | 26.4 | 3.8 | 3.8 | 126 | 78 | 74 | 71 | true | Hedge | Buy index puts 1% notional | 18 | 13 | BrokerB | MKT | 91 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -57 | -39 | 56 | 5 | false | Monitor dispersion and breadth |
P5847 | Hands-off | 401k | USD | 2024-12-20 | 650,682 | 46,931 | 603,751 | 1 | 55.3 | 26.6 | 8.2 | 9.9 | XLF:33.3%;GLD:33.3%;IEF:33.3% | US:70.3;EU:9.1;APAC:12.0;EM:4.4;Other:4.3 | Value:0.0;Growth:-0.0;Quality:+0.5;Size:+0.7;Momentum:0.0;LowVol:-0.7 | null | 8 | 35 | 4 | trailing 8% | 107 | 17.1 | Volatile | 29.4 | 5.13 | 3.4 | 122 | 4 | 47 | 79 | true | Hedge | Buy index puts 1% notional | 3 | -19 | BrokerB | VWAP | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 14 | -29 | -3 | 3 | false | Tax-aware sells next window |
P5848 | Cautious | IRA | USD | 2025-06-10 | 246,747 | 33,437 | 213,310 | 1 | 48.9 | 33.8 | 0 | 17.3 | MSFT:17.8%;MUB:15.6%;GLD:22.2%;AMZN:22.2%;VTI:22.2% | US:66.8;EU:11.0;APAC:11.8;EM:10.1;Other:0.3 | Value:+0.7;Growth:-0.7;Quality:+0.7;Size:-0.6;Momentum:-0.5;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 7 | 25 | 5.4 | trailing 8% | 152 | 19.5 | Bull | 16.4 | 3.79 | 2.3 | 75 | 53 | 64 | 33 | false | Rebalance | Shift +1% to bonds from equity | 14 | -34 | BrokerC | MKT | 99 | null | null | Normal monitoring | 75 | -23 | 111 | 3 | false | Monitor dispersion and breadth |
P5849 | Systematic | Roth | USD | 2024-11-01 | 644,304 | 61,974 | 582,330 | 1 | 57.3 | 31.3 | 3 | 8.4 | AAPL:18.8%;AMZN:8.8%;QQQ:13.3%;VNQ:18.1%;BND:20.5%;TLT:20.5% | US:65.5;EU:16.5;APAC:9.0;EM:6.9;Other:2.1 | Value:-0.8;Growth:+0.2;Quality:-0.6;Size:-0.5;Momentum:+0.7;LowVol:-0.1 | NoDerivatives | 7 | 25 | 4.2 | hard 12% | 181 | 19.2 | Bull | 15.9 | 3.62 | 2 | 104 | 77 | 90 | 48 | false | NoAction | Within bands; monitor | -2 | 9 | BrokerD | MKT | 0 | null | null | Normal monitoring | 55 | -57 | 149 | 4 | false | Tighten stops on momentum names |
P5850 | Systematic | Trust | USD | 2025-12-02 | 660,597 | 49,049 | 611,548 | 1 | 63.4 | 29.2 | 0 | 7.4 | HYG:33.3%;TSLA:33.3%;VTI:33.3% | US:76.1;EU:5.5;APAC:6.3;EM:7.9;Other:4.2 | Value:-0.0;Growth:-0.2;Quality:-0.2;Size:-0.5;Momentum:-0.3;LowVol:-0.6 | null | 7 | 25 | 4.7 | hard 12% | 206 | 25.3 | Volatile | 21.9 | 4.37 | 2.5 | 116 | -49 | 31 | 58 | false | Sell | Trim extended winner -1% | 25 | -33 | BrokerA | LMT | 98 | null | null | Normal monitoring | 87 | -1 | 83 | 3 | false | Within IPS guidelines |
P5851 | Systematic | IRA | USD | 2025-06-02 | 1,611,311 | 152,322 | 1,458,989 | 1 | 63.3 | 29.6 | 0 | 7.1 | VNQ:23.7%;TLT:23.7%;HYG:20.6%;AMZN:13.7%;MSFT:18.3% | US:71.6;EU:10.7;APAC:8.2;EM:4.5;Other:5.0 | Value:-0.5;Growth:-0.6;Quality:-0.4;Size:+0.6;Momentum:+0.9;LowVol:+0.7 | MaxPos6% | 5 | 35 | 5.2 | hard 12% | 145 | 16.8 | Volatile | 27.2 | 3.71 | 4.4 | 151 | 48 | 72 | 66 | false | Sell | Trim extended winner -1% | 1 | -11 | BrokerA | VWAP | 98 | null | null | Normal monitoring | -38 | -3 | 68 | 3 | false | Monitor dispersion and breadth |
P5852 | Cautious | Roth | USD | 2025-05-16 | 865,772 | 112,116 | 753,656 | 1 | 44.4 | 32.5 | 8.7 | 14.4 | MUB:24.6%;QQQ:25.9%;BRK.B:23.5%;VNQ:25.9% | US:62.9;EU:13.1;APAC:9.1;EM:10.3;Other:4.7 | Value:+0.2;Growth:-0.1;Quality:-0.5;Size:+0.7;Momentum:0.0;LowVol:+0.5 | ESGOnly;MaxPos5%;NoMargin | 10 | 25 | 3.3 | trailing 10% | 112 | 17.9 | Bull | 11.4 | 3.81 | 3 | 74 | 24 | 64 | 26 | false | Sell | Trim extended winner -1% | -11 | 8 | BrokerA | LMT | 90 | null | null | Normal monitoring | -34 | -25 | 8 | 4 | false | Tax-aware sells next window |
P5853 | Active | Roth | USD | 2024-12-29 | 624,979 | 71,476 | 553,503 | 1.08 | 62 | 25.6 | 6.2 | 6.1 | IEF:33.3%;MSFT:33.3%;QQQ:33.3% | US:68.7;EU:10.4;APAC:10.5;EM:6.0;Other:4.4 | Value:-0.5;Growth:-0.4;Quality:-0.7;Size:+0.4;Momentum:+0.5;LowVol:-0.4 | MaxPos8%;NoDerivatives | 6 | 35 | 5.9 | trailing 9% | 133 | 27.5 | Bear | 27.5 | 3.79 | 2.5 | 159 | -19 | 49 | 64 | false | Rebalance | Shift +1% to bonds from equity | 7 | 11 | BrokerC | MKT | 86 | null | null | Normal monitoring | 99 | -27 | 96 | 3 | false | Tighten stops on momentum names |
P5854 | Cautious | IRA | USD | 2025-12-22 | 450,244 | 65,415 | 384,829 | 1 | 37.2 | 34.1 | 14.5 | 14.2 | VOO:35.5%;VNQ:35.5%;GLD:28.9% | US:76.4;EU:12.6;APAC:5.4;EM:4.6;Other:1.0 | Value:+0.6;Growth:-0.2;Quality:+0.2;Size:-0.8;Momentum:-0.8;LowVol:-0.4 | NoMargin | 10 | 25 | 5.8 | trailing 8% | 166 | 15.4 | Sideways | 15.3 | 3.93 | 3.2 | 137 | 11 | 47 | 34 | false | Rebalance | Shift +1% to bonds from equity | 14 | -38 | BrokerB | MKT | 94 | null | null | Normal monitoring | -6 | -20 | -35 | 4 | false | Within IPS guidelines |
P5855 | Active | Taxable | USD | 2024-08-05 | 1,758,528 | 204,026 | 1,554,502 | 1 | 63.2 | 24.2 | 3 | 9.6 | IEF:9.4%;TSLA:23.2%;TLT:23.2%;QQQ:21.0%;VNQ:23.2% | US:74.8;EU:5.4;APAC:12.3;EM:6.7;Other:0.8 | Value:-0.5;Growth:0.0;Quality:+0.1;Size:-0.2;Momentum:0.0;LowVol:+0.7 | null | 10 | 35 | 5.6 | trailing 8% | 211 | 25.6 | Bear | 27.2 | 3.35 | 1.4 | 199 | -104 | 5 | 69 | false | Buy | Add to core equity +1% | -13 | -11 | BrokerD | VWAP | 87 | null | null | Normal monitoring | 42 | -1 | 79 | 4 | false | Within IPS guidelines |
P5856 | Cautious | Trust | USD | 2024-11-28 | 188,300 | 21,504 | 166,796 | 1 | 40 | 33.7 | 13.8 | 12.4 | MSFT:21.0%;VOO:8.6%;QQQ:14.6%;AMZN:21.0%;TLT:17.2%;HYG:17.4% | US:61.0;EU:20.5;APAC:10.7;EM:6.4;Other:1.4 | Value:+0.3;Growth:-0.1;Quality:-0.9;Size:-0.3;Momentum:-0.4;LowVol:+0.5 | ESGOnly;MaxPos5%;NoMargin | 5 | 30 | 4.3 | trailing 10% | 157 | 16.5 | Bull | 14.6 | 4.01 | 2.3 | 110 | 33 | 81 | 24 | false | Rebalance | Shift +1% to bonds from equity | 29 | -21 | BrokerB | MKT | 99 | null | null | Normal monitoring | 27 | -2 | 119 | 4 | false | Increase defensive factor exposure |
P5857 | Active | 401k | USD | 2025-10-21 | 1,848,798 | 168,971 | 1,679,827 | 1.08 | 62.1 | 23.4 | 4.6 | 9.8 | VTI:25.0%;XLF:25.0%;QQQ:25.0%;VNQ:25.0% | US:63.0;EU:12.1;APAC:11.3;EM:12.9;Other:0.7 | Value:+0.8;Growth:-0.3;Quality:-0.3;Size:-0.7;Momentum:-0.5;LowVol:+1.0 | null | 8 | 25 | 4.2 | hard 12% | 182 | 17.8 | Bull | 13.7 | 3.56 | 2.1 | 77 | 108 | 100 | 49 | true | Rebalance | Rebalance back to target bands | -10 | -33 | BrokerA | LMT | 90 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 18 | 11 | 150 | 5 | true | Within IPS guidelines |
P5858 | Opportunistic | IRA | USD | 2025-08-17 | 1,325,932 | 100,403 | 1,225,529 | 1.24 | 75.6 | 15 | 4.1 | 5.2 | MUB:8.4%;QQQ:11.6%;IEF:22.7%;MSFT:22.7%;HYG:12.0%;AAPL:22.7% | US:68.8;EU:10.6;APAC:15.5;EM:4.7;Other:0.3 | Value:+0.7;Growth:+0.8;Quality:-0.8;Size:-0.0;Momentum:+0.8;LowVol:+0.1 | MaxPos8% | 7 | 25 | 7 | trailing 7% | 160 | 33.1 | Bear | 33.9 | 3.92 | 1.9 | 174 | -65 | 5 | 95 | true | Hedge | Buy index puts 1% notional | 17 | 4 | BrokerC | MKT | 90 | VAR>budget | Hedge | Risk above budget threshold | 22 | 14 | 146 | 3 | false | Tighten stops on momentum names |
P5859 | Hands-off | Taxable | USD | 2025-08-17 | 591,497 | 47,035 | 544,462 | 1 | 70 | 20.9 | 0.8 | 8.3 | VNQ:11.9%;GLD:20.3%;AMZN:13.5%;BND:19.5%;MSFT:18.2%;TSLA:16.6% | US:63.7;EU:16.0;APAC:11.4;EM:7.1;Other:1.8 | Value:-1.0;Growth:-0.8;Quality:-0.9;Size:+0.5;Momentum:-0.3;LowVol:+1.0 | null | 5 | 30 | 4.6 | trailing 10% | 108 | 18 | Bull | 13.7 | 4.37 | 3.2 | 94 | 100 | 91 | 39 | false | Hedge | Add TLT +1% as duration hedge | 18 | -21 | BrokerC | MKT | 93 | null | null | Normal monitoring | 33 | -27 | 21 | 4 | false | Tax-aware sells next window |
P5860 | Cautious | Roth | USD | 2025-06-30 | 467,176 | 71,586 | 395,590 | 1 | 43.1 | 39 | 7.8 | 10.1 | VTI:13.2%;AAPL:19.0%;VOO:20.1%;TLT:13.6%;BRK.B:16.0%;QQQ:18.2% | US:75.5;EU:9.6;APAC:9.2;EM:5.3;Other:0.4 | Value:+0.6;Growth:-0.7;Quality:-0.1;Size:-0.7;Momentum:-0.5;LowVol:-0.4 | MaxPos5%;NoDerivatives;NoMargin | 10 | 30 | 4.4 | hard 10% | 149 | 12.7 | Volatile | 29.3 | 5.12 | 4.1 | 155 | -56 | 28 | 63 | false | Sell | Trim extended winner -1% | -5 | -4 | BrokerB | LMT | 98 | null | null | Normal monitoring | 47 | -20 | 120 | 3 | false | Monitor dispersion and breadth |
P5861 | Active | Roth | USD | 2025-05-10 | 1,767,087 | 163,861 | 1,603,226 | 1.07 | 62.1 | 23.9 | 6.9 | 7.1 | AMZN:33.3%;TLT:33.3%;MSFT:33.3% | US:59.0;EU:15.7;APAC:11.4;EM:11.5;Other:2.4 | Value:-0.8;Growth:+0.7;Quality:+0.4;Size:+0.5;Momentum:-0.0;LowVol:+0.3 | MaxPos5% | 6 | 35 | 5.4 | trailing 8% | 178 | 17.1 | Bull | 16.3 | 4.91 | 2.5 | 88 | 105 | 96 | 52 | false | Hedge | Add TLT +1% as duration hedge | 9 | 8 | BrokerD | MKT | 86 | null | null | Normal monitoring | -49 | -12 | 91 | 3 | false | Tighten stops on momentum names |
P5862 | Cautious | Roth | USD | 2024-07-13 | 244,293 | 28,356 | 215,937 | 1 | 54.7 | 35.2 | 0 | 10.2 | VOO:25.0%;TSLA:25.0%;MSFT:25.0%;BND:25.0% | US:59.1;EU:17.3;APAC:14.2;EM:8.6;Other:0.7 | Value:+0.9;Growth:+0.5;Quality:+0.6;Size:+0.7;Momentum:+0.6;LowVol:+0.4 | ESGOnly;NoMargin | 6 | 30 | 5.8 | trailing 10% | 102 | 16.6 | Sideways | 18.8 | 4.99 | 2.8 | 124 | -14 | 55 | 59 | false | Buy | Add to core equity +1% | -8 | -11 | BrokerA | LMT | 88 | null | null | Normal monitoring | 116 | -51 | 197 | 4 | false | Within IPS guidelines |
P5863 | Active | 401k | USD | 2025-12-03 | 1,150,187 | 75,739 | 1,074,448 | 1 | 52.2 | 21.6 | 17.6 | 8.6 | XLF:7.8%;IEF:17.3%;AMZN:17.1%;TLT:22.0%;MUB:22.0%;VOO:13.8% | US:65.6;EU:11.9;APAC:12.3;EM:8.1;Other:2.0 | Value:+0.4;Growth:-0.1;Quality:+0.8;Size:-0.2;Momentum:+0.8;LowVol:+0.4 | null | 7 | 25 | 4.2 | trailing 8% | 197 | 26.9 | Volatile | 22.9 | 5.25 | 3.8 | 136 | 10 | 43 | 54 | false | Hedge | Add TLT +1% as duration hedge | 13 | -21 | BrokerC | MKT | 86 | null | null | Normal monitoring | -37 | -27 | 90 | 3 | false | Within IPS guidelines |
P5864 | Opportunistic | IRA | USD | 2025-07-19 | 1,409,654 | 96,166 | 1,313,488 | 1 | 63.6 | 21.8 | 6.7 | 7.9 | VNQ:33.3%;BRK.B:33.3%;TSLA:33.3% | US:70.8;EU:8.2;APAC:10.3;EM:9.5;Other:1.2 | Value:+0.8;Growth:+1.0;Quality:+0.5;Size:-0.4;Momentum:-0.9;LowVol:-0.2 | MaxPos5%;NoDerivatives | 7 | 25 | 5.9 | trailing 7% | 227 | 23.4 | Bear | 25.9 | 3.2 | 2.6 | 174 | 2 | 49 | 79 | true | Hedge | Buy index puts 1% notional | 31 | -20 | BrokerC | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | 14 | 13 | -3 | 2 | false | Within IPS guidelines |
P5865 | Hands-off | Taxable | USD | 2025-10-18 | 398,973 | 29,016 | 369,957 | 1 | 69.9 | 22.8 | 0.8 | 6.5 | VOO:11.8%;QQQ:19.0%;VNQ:16.0%;AMZN:20.9%;XLF:20.9%;MSFT:11.2% | US:60.7;EU:13.6;APAC:13.7;EM:10.5;Other:1.5 | Value:-0.3;Growth:+0.3;Quality:-0.7;Size:+0.7;Momentum:+0.1;LowVol:-0.3 | ESGOnly;MaxPos5% | 5 | 25 | 3 | hard 10% | 109 | 16.6 | Volatile | 21.6 | 3.78 | 4.1 | 173 | 46 | 77 | 69 | false | Buy | Add to core equity +1% | 14 | 15 | BrokerA | MKT | 98 | null | null | Normal monitoring | 12 | -9 | 7 | 4 | false | Tax-aware sells next window |
P5866 | Hands-off | 401k | USD | 2025-06-04 | 532,497 | 39,688 | 492,809 | 1 | 60.2 | 20.3 | 12.7 | 6.8 | XLF:18.8%;BRK.B:14.6%;VNQ:7.6%;QQQ:21.1%;GLD:21.1%;VTI:16.8% | US:78.9;EU:8.1;APAC:6.7;EM:6.1;Other:0.2 | Value:-0.6;Growth:+0.2;Quality:-0.8;Size:+0.7;Momentum:-0.5;LowVol:-0.9 | ESGOnly;MaxPos8% | 8 | 25 | 5.1 | hard 10% | 161 | 20 | Volatile | 27.4 | 5.45 | 3.3 | 120 | 33 | 77 | 72 | true | Hedge | Buy index puts 1% notional | 27 | -38 | BrokerD | VWAP | 88 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 100 | -13 | 160 | 2 | false | Tax-aware sells next window |
P5867 | Hands-off | Roth | USD | 2025-08-29 | 792,170 | 34,515 | 757,655 | 1 | 60.4 | 27.5 | 2.4 | 9.8 | HYG:13.5%;QQQ:24.8%;MUB:24.8%;VOO:11.9%;TSLA:24.8% | US:79.4;EU:7.0;APAC:8.3;EM:3.9;Other:1.4 | Value:-0.9;Growth:0.0;Quality:+0.1;Size:-0.8;Momentum:-0.3;LowVol:+0.8 | ESGOnly;NoDerivatives | 7 | 35 | 4.1 | trailing 8% | 166 | 17.4 | Bull | 15.6 | 4.47 | 2.1 | 87 | 21 | 48 | 48 | false | Hedge | Add TLT +1% as duration hedge | 15 | -8 | BrokerC | MKT | 93 | null | null | Normal monitoring | 41 | -54 | 8 | 5 | false | Increase defensive factor exposure |
P5868 | Systematic | 401k | USD | 2024-12-19 | 1,654,279 | 133,810 | 1,520,469 | 1 | 58.5 | 34.2 | 0.1 | 7.2 | AAPL:11.5%;MSFT:17.9%;IEF:14.6%;TSLA:14.2%;BRK.B:21.3%;AMZN:20.5% | US:62.8;EU:20.2;APAC:7.7;EM:7.6;Other:1.8 | Value:+0.5;Growth:-0.4;Quality:-0.7;Size:+0.6;Momentum:+0.7;LowVol:+0.4 | null | 8 | 35 | 4.5 | trailing 8% | 209 | 24.5 | Volatile | 24.4 | 3.51 | 2.6 | 148 | 33 | 66 | 63 | false | Buy | Add to core equity +1% | 20 | -8 | BrokerC | MKT | 88 | null | null | Normal monitoring | -5 | 1 | 77 | 5 | false | Increase defensive factor exposure |
P5869 | Opportunistic | IRA | USD | 2025-05-24 | 555,301 | 22,275 | 533,026 | 1 | 75.8 | 17.8 | 0 | 6.4 | XLF:33.3%;BND:33.3%;MUB:33.3% | US:61.5;EU:17.4;APAC:10.8;EM:10.1;Other:0.2 | Value:+0.5;Growth:+0.9;Quality:-0.0;Size:+0.6;Momentum:-0.9;LowVol:+0.3 | null | 5 | 35 | 6.2 | trailing 7% | 250 | 25 | Bear | 25.9 | 4.42 | 2.6 | 148 | 3 | 45 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -36 | BrokerA | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | 92 | 3 | 114 | 4 | false | Increase defensive factor exposure |
P5870 | Systematic | Taxable | USD | 2025-10-22 | 536,401 | 33,278 | 503,123 | 1 | 59.7 | 24.3 | 7.5 | 8.5 | AAPL:21.0%;BND:21.0%;TSLA:20.0%;XLF:20.4%;HYG:6.8%;MUB:10.8% | US:63.5;EU:12.1;APAC:11.9;EM:9.6;Other:2.9 | Value:+0.7;Growth:-0.5;Quality:+0.8;Size:-0.6;Momentum:-0.4;LowVol:+1.0 | null | 6 | 35 | 4.4 | hard 12% | 120 | 18.4 | Sideways | 15.5 | 3.88 | 2.2 | 104 | -10 | 50 | 53 | false | Rebalance | Shift +1% to bonds from equity | 11 | -29 | BrokerC | LMT | 93 | null | null | Normal monitoring | 120 | -54 | 144 | 3 | false | Tighten stops on momentum names |
P5871 | Hands-off | IRA | USD | 2025-06-27 | 654,145 | 56,169 | 597,976 | 1 | 61.4 | 23.5 | 9.7 | 5.4 | IEF:33.3%;TSLA:33.3%;AAPL:33.3% | US:55.7;EU:17.9;APAC:12.0;EM:9.9;Other:4.5 | Value:-0.6;Growth:-0.5;Quality:+0.6;Size:-0.6;Momentum:+0.1;LowVol:-0.3 | ESGOnly;MaxPos5% | 7 | 25 | 5 | hard 10% | 148 | 19.6 | Bull | 17.5 | 3.88 | 2.8 | 74 | 12 | 54 | 58 | false | Rebalance | Shift +1% to bonds from equity | 20 | -13 | BrokerA | MKT | 93 | null | null | Normal monitoring | 101 | 7 | 123 | 4 | false | Within IPS guidelines |
P5872 | Systematic | Taxable | USD | 2025-06-30 | 1,146,212 | 48,888 | 1,097,324 | 1 | 59.3 | 21.2 | 12.8 | 6.6 | TSLA:25.7%;HYG:25.7%;MUB:25.7%;BRK.B:22.8% | US:62.2;EU:15.4;APAC:7.6;EM:11.5;Other:3.3 | Value:-0.3;Growth:+0.3;Quality:+0.2;Size:-0.5;Momentum:+0.4;LowVol:-0.5 | null | 10 | 35 | 4.9 | trailing 8% | 219 | 22.5 | Volatile | 25.3 | 4.57 | 4.4 | 167 | 72 | 90 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | 14 | BrokerC | LMT | 89 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 35 | -12 | 73 | 4 | false | Tax-aware sells next window |
P5873 | Systematic | IRA | USD | 2025-02-09 | 772,734 | 70,477 | 702,257 | 1 | 60 | 23.1 | 8.1 | 8.8 | AMZN:13.9%;IEF:21.2%;GLD:23.4%;BND:20.6%;AAPL:20.8% | US:65.4;EU:13.9;APAC:7.4;EM:10.7;Other:2.6 | Value:-0.9;Growth:-0.7;Quality:0.0;Size:-0.8;Momentum:-0.4;LowVol:+0.1 | MaxPos6% | 10 | 25 | 4.8 | hard 12% | 145 | 18 | Bull | 17.1 | 3.96 | 3.2 | 87 | 38 | 54 | 47 | false | Buy | Add to core equity +1% | 6 | 11 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 57 | -10 | 61 | 3 | false | Tax-aware sells next window |
P5874 | Systematic | Taxable | USD | 2024-11-30 | 573,154 | 42,313 | 530,841 | 1 | 60.2 | 30.1 | 4.1 | 5.6 | IEF:14.2%;AMZN:18.8%;MSFT:22.3%;TLT:22.3%;HYG:22.3% | US:68.4;EU:14.1;APAC:10.8;EM:3.2;Other:3.5 | Value:+0.6;Growth:-0.6;Quality:-0.0;Size:+0.9;Momentum:+0.9;LowVol:-0.8 | null | 8 | 35 | 5 | hard 12% | 142 | 26.2 | Bull | 16.8 | 4.46 | 2.2 | 116 | 55 | 75 | 40 | false | Rebalance | Shift +1% to bonds from equity | 4 | 10 | BrokerD | LMT | 95 | null | null | Normal monitoring | 69 | 5 | 173 | 5 | false | Tighten stops on momentum names |
P5875 | Active | IRA | USD | 2024-11-19 | 1,313,916 | 126,583 | 1,187,333 | 1 | 65.9 | 22.8 | 5.4 | 5.9 | AMZN:36.3%;MSFT:27.4%;VNQ:36.3% | US:74.7;EU:5.6;APAC:12.6;EM:6.2;Other:0.9 | Value:-0.0;Growth:+1.0;Quality:-0.9;Size:+0.8;Momentum:+0.5;LowVol:-0.6 | NoDerivatives | 7 | 25 | 5.4 | trailing 9% | 165 | 19.9 | Bull | 16.4 | 4.34 | 2.7 | 81 | 29 | 75 | 62 | false | Rebalance | Shift +1% to bonds from equity | -13 | -16 | BrokerB | MKT | 90 | null | null | Normal monitoring | 57 | -32 | 174 | 3 | false | Within IPS guidelines |
P5876 | Hands-off | Taxable | USD | 2024-07-09 | 425,663 | 34,770 | 390,893 | 1 | 65.7 | 27 | 0 | 7.3 | HYG:24.2%;VNQ:24.2%;QQQ:24.2%;GLD:19.1%;MUB:8.3% | US:65.6;EU:6.6;APAC:13.1;EM:9.4;Other:5.3 | Value:+0.4;Growth:-0.7;Quality:-0.4;Size:-0.5;Momentum:-0.6;LowVol:+0.3 | NoDerivatives | 6 | 30 | 5 | trailing 10% | 97 | 16.3 | Bull | 11 | 4.34 | 2.5 | 95 | 27 | 59 | 48 | false | NoAction | Within bands; monitor | 35 | -15 | BrokerC | VWAP | 87 | null | null | Normal monitoring | 46 | 6 | 41 | 3 | false | Tighten stops on momentum names |
P5877 | Active | Roth | USD | 2024-09-30 | 2,469,895 | 224,002 | 2,245,893 | 1 | 67.7 | 26.1 | 0 | 6.2 | AMZN:33.3%;XLF:33.3%;VTI:33.3% | US:65.6;EU:9.5;APAC:11.4;EM:10.8;Other:2.7 | Value:+0.7;Growth:+0.1;Quality:+1.0;Size:-0.5;Momentum:+0.6;LowVol:+0.7 | null | 7 | 25 | 5.4 | hard 12% | 181 | 17.3 | Bear | 30.2 | 4.31 | 2.3 | 144 | 21 | 72 | 84 | true | Hedge | Buy index puts 1% notional | -12 | -40 | BrokerC | VWAP | 90 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -53 | 19 | -39 | 3 | false | Tax-aware sells next window |
P5878 | Cautious | Trust | USD | 2025-08-04 | 784,875 | 101,170 | 683,705 | 1 | 40.6 | 30.4 | 14.9 | 14 | BND:25.3%;QQQ:14.1%;AMZN:10.0%;BRK.B:25.3%;VTI:25.3% | US:67.5;EU:10.4;APAC:10.9;EM:10.0;Other:1.3 | Value:-0.6;Growth:+0.8;Quality:-0.3;Size:+0.3;Momentum:+0.3;LowVol:+0.8 | NoMargin | 6 | 35 | 4.6 | trailing 8% | 133 | 18.1 | Bull | 11.7 | 4.62 | 3 | 95 | 5 | 62 | 29 | false | Rebalance | Shift +1% to bonds from equity | 10 | -17 | BrokerB | MKT | 94 | null | null | Normal monitoring | -56 | -47 | 81 | 3 | false | Within IPS guidelines |
P5879 | Cautious | Taxable | USD | 2025-02-03 | 692,146 | 70,996 | 621,150 | 1 | 37.4 | 36.1 | 14.7 | 11.8 | VOO:28.3%;BRK.B:28.3%;TLT:15.2%;VNQ:28.3% | US:59.0;EU:16.3;APAC:9.2;EM:11.4;Other:4.2 | Value:0.0;Growth:-0.1;Quality:-0.7;Size:+0.9;Momentum:-0.1;LowVol:+0.5 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 5 | 35 | 5.4 | hard 10% | 120 | 14.9 | Bull | 15.2 | 4.82 | 2.7 | 79 | 83 | 79 | 32 | false | Rebalance | Shift +1% to bonds from equity | -13 | -14 | BrokerA | LMT | 87 | null | null | Normal monitoring | 2 | -33 | -30 | 3 | false | Within IPS guidelines |
P5880 | Systematic | IRA | USD | 2024-08-28 | 1,816,692 | 118,609 | 1,698,083 | 1 | 57.8 | 35 | 1.5 | 5.8 | HYG:28.3%;TSLA:15.0%;TLT:28.3%;MSFT:28.3% | US:73.8;EU:7.0;APAC:11.7;EM:7.2;Other:0.3 | Value:-0.7;Growth:-0.9;Quality:-0.8;Size:+0.5;Momentum:-0.2;LowVol:-0.9 | MaxPos6% | 5 | 25 | 5.2 | trailing 8% | 124 | 22.6 | Volatile | 27.9 | 4.87 | 2.5 | 164 | 55 | 68 | 77 | true | Hedge | Buy index puts 1% notional | 19 | -40 | BrokerB | LMT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 79 | -52 | 114 | 2 | false | Increase defensive factor exposure |
P5881 | Systematic | Taxable | USD | 2025-12-03 | 1,994,330 | 179,225 | 1,815,105 | 1 | 55.7 | 33 | 1.5 | 9.8 | HYG:26.1%;MUB:21.7%;GLD:26.1%;BND:26.1% | US:72.6;EU:8.7;APAC:8.9;EM:9.7;Other:0.2 | Value:-0.9;Growth:-0.4;Quality:-0.5;Size:-0.9;Momentum:+0.1;LowVol:-0.9 | null | 8 | 25 | 5.7 | trailing 9% | 171 | 25.8 | Bull | 11.5 | 3.76 | 3 | 105 | 91 | 84 | 35 | false | Sell | Trim extended winner -1% | -6 | -19 | BrokerA | MKT | 85 | null | null | Normal monitoring | -18 | -21 | 105 | 5 | false | Monitor dispersion and breadth |
P5882 | Hands-off | Roth | USD | 2025-04-23 | 407,252 | 17,752 | 389,500 | 1 | 68 | 25.8 | 0 | 6.2 | MSFT:29.7%;AMZN:35.2%;GLD:35.2% | US:70.4;EU:9.0;APAC:5.7;EM:10.3;Other:4.6 | Value:-0.2;Growth:-0.9;Quality:-0.7;Size:+0.7;Momentum:+0.6;LowVol:-0.1 | ESGOnly;MaxPos7%;NoDerivatives | 8 | 30 | 5.3 | trailing 8% | 122 | 18.7 | Bear | 32.8 | 3.1 | 1.7 | 166 | -98 | 5 | 83 | true | Hedge | Buy index puts 1% notional | -15 | 0 | BrokerC | VWAP | 99 | VAR>budget | Reduce | Risk above budget threshold | 111 | -18 | 200 | 3 | false | Tax-aware sells next window |
P5883 | Cautious | 401k | USD | 2024-09-09 | 648,849 | 90,596 | 558,253 | 1 | 51.5 | 32.2 | 2.4 | 13.9 | BRK.B:22.2%;TSLA:22.2%;MSFT:15.9%;GLD:17.6%;AAPL:22.2% | US:63.6;EU:13.8;APAC:10.5;EM:9.8;Other:2.3 | Value:+0.1;Growth:-1.0;Quality:+0.4;Size:+0.3;Momentum:-0.6;LowVol:+0.9 | NoDerivatives;NoMargin | 6 | 30 | 5.5 | trailing 8% | 101 | 16.7 | Bull | 17.3 | 4.66 | 2.8 | 81 | 19 | 74 | 53 | false | Sell | Trim extended winner -1% | 35 | -4 | BrokerD | MKT | 88 | null | null | Normal monitoring | -17 | 5 | -47 | 3 | false | Tax-aware sells next window |
P5884 | Opportunistic | Trust | USD | 2025-01-14 | 706,001 | 38,979 | 667,022 | 1.15 | 62.1 | 21.6 | 12 | 4.3 | GLD:27.4%;AMZN:17.1%;XLF:27.7%;AAPL:27.7% | US:68.8;EU:11.0;APAC:12.2;EM:7.2;Other:0.8 | Value:-0.4;Growth:-0.0;Quality:+0.2;Size:-0.9;Momentum:-0.2;LowVol:-0.7 | MaxPos5%;NoDerivatives | 10 | 30 | 6.6 | trailing 7% | 271 | 32.1 | Bull | 17.9 | 4.32 | 3 | 87 | 4 | 54 | 47 | false | Sell | Trim extended winner -1% | 30 | 6 | BrokerA | MKT | 99 | null | null | Normal monitoring | 85 | -1 | 81 | 4 | false | Tax-aware sells next window |
P5885 | Cautious | Taxable | USD | 2025-10-28 | 228,307 | 20,248 | 208,059 | 1 | 49.2 | 33.3 | 7.4 | 10.1 | TLT:33.3%;VTI:33.3%;BRK.B:33.3% | US:67.0;EU:14.6;APAC:7.4;EM:7.6;Other:3.4 | Value:-0.9;Growth:-0.2;Quality:+0.3;Size:+0.9;Momentum:-0.1;LowVol:-0.3 | NoMargin | 6 | 25 | 5 | trailing 8% | 165 | 16.6 | Volatile | 28 | 4.52 | 3 | 148 | -4 | 46 | 58 | false | Rebalance | Shift +1% to bonds from equity | -11 | -1 | BrokerB | MKT | 87 | null | null | Normal monitoring | 90 | 4 | 107 | 3 | false | Tax-aware sells next window |
P5886 | Cautious | Roth | USD | 2024-10-15 | 400,420 | 45,972 | 354,448 | 1 | 46 | 32.5 | 10.3 | 11.2 | TLT:25.3%;GLD:24.0%;AMZN:25.3%;BRK.B:25.3% | US:70.7;EU:11.0;APAC:8.0;EM:8.7;Other:1.6 | Value:+0.5;Growth:+0.8;Quality:-0.2;Size:+0.2;Momentum:-1.0;LowVol:-0.1 | NoMargin | 6 | 35 | 4.1 | trailing 8% | 92 | 18 | Bear | 27.1 | 3.22 | 2 | 175 | -104 | 5 | 68 | true | Hedge | Buy index puts 1% notional | 4 | -9 | BrokerC | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 14 | -31 | 61 | 3 | false | Tighten stops on momentum names |
P5887 | Systematic | 401k | USD | 2025-03-18 | 1,707,868 | 127,536 | 1,580,332 | 1 | 68.2 | 25.8 | 0 | 6 | TLT:32.3%;TSLA:33.8%;AMZN:33.8% | US:59.5;EU:18.2;APAC:13.0;EM:6.5;Other:2.8 | Value:-0.3;Growth:-1.0;Quality:-0.3;Size:-0.8;Momentum:-0.2;LowVol:-0.0 | MaxPos8%;NoDerivatives | 7 | 30 | 4.6 | trailing 8% | 150 | 17.2 | Sideways | 20 | 3.52 | 3.4 | 103 | -26 | 50 | 57 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | 11 | BrokerD | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 32 | -13 | -5 | 4 | false | Monitor dispersion and breadth |
P5888 | Hands-off | Taxable | USD | 2024-11-19 | 580,019 | 56,881 | 523,138 | 1 | 65.4 | 26.6 | 0 | 8 | BRK.B:25.0%;QQQ:25.0%;MSFT:25.0%;AMZN:25.0% | US:71.7;EU:15.3;APAC:5.0;EM:6.0;Other:2.0 | Value:+1.0;Growth:+0.1;Quality:+0.6;Size:-0.8;Momentum:+0.5;LowVol:-0.2 | ESGOnly;MaxPos8% | 5 | 30 | 3.3 | hard 10% | 113 | 12.3 | Sideways | 21.8 | 4.75 | 2.6 | 106 | 12 | 52 | 57 | false | Rebalance | Shift +1% to bonds from equity | 17 | 4 | BrokerB | LMT | 90 | null | null | Normal monitoring | 93 | -49 | 140 | 5 | false | Monitor dispersion and breadth |
P5889 | Hands-off | 401k | USD | 2025-12-08 | 799,438 | 72,200 | 727,238 | 1 | 66.6 | 24.9 | 0 | 8.5 | VTI:14.4%;MUB:19.7%;TLT:19.7%;BRK.B:23.1%;QQQ:23.1% | US:59.8;EU:19.2;APAC:11.6;EM:6.2;Other:3.2 | Value:-0.4;Growth:-1.0;Quality:+0.9;Size:-0.0;Momentum:+0.5;LowVol:+0.9 | ESGOnly;MaxPos6% | 10 | 25 | 4.8 | hard 10% | 114 | 13.5 | Volatile | 25.4 | 5.13 | 4.5 | 151 | 37 | 69 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | -22 | BrokerC | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | 102 | 18 | 223 | 5 | false | Tighten stops on momentum names |
P5890 | Opportunistic | Roth | USD | 2025-09-04 | 885,618 | 77,265 | 808,353 | 1.16 | 65.1 | 10.4 | 16.9 | 7.6 | IEF:21.2%;AMZN:18.9%;MUB:14.5%;BND:10.3%;BRK.B:13.3%;TSLA:21.7% | US:69.0;EU:9.6;APAC:9.2;EM:5.9;Other:6.2 | Value:-0.8;Growth:+0.2;Quality:-0.9;Size:-0.5;Momentum:+0.1;LowVol:+0.1 | MaxPos7% | 7 | 30 | 4.4 | trailing 7% | 261 | 21.4 | Sideways | 14.6 | 3.56 | 2.1 | 123 | 46 | 58 | 44 | false | Hedge | Add TLT +1% as duration hedge | 17 | -13 | BrokerA | MKT | 100 | null | null | Normal monitoring | 111 | -48 | 210 | 5 | false | Increase defensive factor exposure |
P5891 | Opportunistic | IRA | USD | 2024-12-23 | 1,057,971 | 50,413 | 1,007,558 | 1 | 72.5 | 11.3 | 9.2 | 6.9 | VNQ:19.6%;XLF:12.9%;IEF:24.2%;AAPL:19.1%;QQQ:24.2% | US:67.1;EU:9.6;APAC:9.9;EM:12.2;Other:1.2 | Value:-0.3;Growth:+0.4;Quality:-0.4;Size:-0.5;Momentum:-0.3;LowVol:-0.7 | null | 6 | 30 | 4.4 | trailing 9% | 271 | 34.7 | Volatile | 20.7 | 4.26 | 3.3 | 154 | 34 | 82 | 68 | false | Rebalance | Shift +1% to bonds from equity | 25 | 12 | BrokerB | LMT | 85 | null | null | Normal monitoring | 83 | 8 | 164 | 4 | false | Tax-aware sells next window |
P5892 | Hands-off | IRA | USD | 2025-02-12 | 179,478 | 14,938 | 164,540 | 1 | 66 | 16.7 | 8.3 | 8.9 | BND:22.7%;IEF:22.7%;VNQ:22.7%;QQQ:15.2%;TLT:16.7% | US:58.7;EU:18.2;APAC:14.1;EM:6.3;Other:2.7 | Value:+0.7;Growth:+0.4;Quality:+0.7;Size:+0.9;Momentum:+0.7;LowVol:+0.5 | null | 5 | 30 | 4.6 | trailing 8% | 170 | 19 | Bull | 14.7 | 4.62 | 3.4 | 87 | 19 | 58 | 55 | false | Buy | Add to core equity +1% | -6 | -3 | BrokerD | LMT | 92 | null | null | Normal monitoring | -47 | -16 | -20 | 3 | false | Tighten stops on momentum names |
P5893 | Hands-off | Roth | USD | 2025-03-02 | 333,030 | 26,127 | 306,903 | 1 | 64.6 | 23.1 | 4.9 | 7.3 | IEF:16.8%;VTI:21.1%;HYG:16.8%;GLD:20.5%;AAPL:17.8%;AMZN:6.9% | US:68.0;EU:14.1;APAC:5.6;EM:8.7;Other:3.6 | Value:-0.3;Growth:-0.6;Quality:-0.4;Size:-0.6;Momentum:-0.6;LowVol:-0.9 | ESGOnly | 7 | 35 | 5.6 | trailing 8% | 140 | 15.8 | Volatile | 31 | 4.73 | 3.2 | 142 | 61 | 84 | 90 | true | Rebalance | Rebalance back to target bands | 9 | -18 | BrokerA | MKT | 92 | VAR>budget | Hedge | Risk above budget threshold | -30 | -37 | -64 | 2 | false | Tighten stops on momentum names |
P5894 | Hands-off | Taxable | USD | 2025-11-19 | 463,331 | 39,828 | 423,503 | 1 | 65.6 | 22.8 | 5.5 | 6 | AAPL:22.4%;VOO:25.3%;TLT:26.2%;TSLA:26.2% | US:69.1;EU:13.5;APAC:7.6;EM:7.6;Other:2.2 | Value:-0.3;Growth:-0.9;Quality:-1.0;Size:+0.4;Momentum:+0.6;LowVol:-0.1 | ESGOnly;NoDerivatives | 10 | 30 | 4.3 | trailing 8% | 154 | 16 | Bear | 26 | 4.4 | 2.9 | 142 | -99 | 5 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -17 | BrokerA | LMT | 100 | VAR>budget | TightenStops | Risk above budget threshold | -43 | 16 | -59 | 4 | false | Within IPS guidelines |
P5895 | Systematic | Taxable | USD | 2024-09-23 | 1,420,997 | 76,951 | 1,344,046 | 1 | 62.6 | 20.1 | 12.1 | 5.3 | IEF:28.0%;VOO:28.0%;VNQ:15.9%;BRK.B:28.0% | US:66.6;EU:15.1;APAC:11.2;EM:7.0;Other:0.1 | Value:+0.6;Growth:-0.2;Quality:+0.7;Size:+0.3;Momentum:+0.3;LowVol:+0.8 | null | 7 | 30 | 4.9 | trailing 8% | 222 | 26.2 | Sideways | 15.4 | 3.96 | 2.9 | 132 | -22 | 24 | 38 | false | Sell | Trim extended winner -1% | 20 | -26 | BrokerA | VWAP | 88 | null | null | Normal monitoring | 45 | -24 | 182 | 5 | false | Increase defensive factor exposure |
P5896 | Hands-off | Trust | USD | 2025-12-03 | 378,330 | 22,337 | 355,993 | 1 | 69.1 | 23.7 | 0 | 7.2 | BRK.B:27.7%;MUB:27.7%;BND:16.9%;XLF:27.7% | US:72.4;EU:9.1;APAC:8.9;EM:5.2;Other:4.5 | Value:-0.2;Growth:-0.6;Quality:+0.3;Size:+0.4;Momentum:-1.0;LowVol:-0.6 | ESGOnly;MaxPos6% | 8 | 30 | 4.7 | trailing 8% | 97 | 18.7 | Volatile | 26.6 | 4.56 | 4.2 | 149 | 32 | 68 | 70 | false | Sell | Trim extended winner -1% | 9 | -16 | BrokerC | LMT | 90 | null | null | Normal monitoring | 14 | -33 | 55 | 3 | false | Tax-aware sells next window |
P5897 | Opportunistic | IRA | USD | 2024-11-17 | 743,972 | 25,677 | 718,295 | 1.24 | 66.2 | 15.3 | 9.8 | 8.8 | HYG:26.8%;AAPL:26.8%;QQQ:26.8%;VOO:19.7% | US:73.8;EU:7.8;APAC:5.9;EM:8.8;Other:3.6 | Value:-0.8;Growth:+0.8;Quality:-0.5;Size:-0.5;Momentum:-0.2;LowVol:+0.5 | MaxPos7% | 5 | 30 | 6 | trailing 9% | 221 | 31.5 | Bear | 24.2 | 3.34 | 1.6 | 200 | -106 | 5 | 63 | true | Rebalance | Rebalance back to target bands | 15 | -4 | BrokerD | MKT | 88 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 115 | -57 | 237 | 4 | false | Tax-aware sells next window |
P5898 | Active | IRA | USD | 2025-12-12 | 1,121,660 | 94,503 | 1,027,157 | 1 | 67.2 | 22.5 | 0.7 | 9.6 | XLF:22.6%;VTI:22.6%;AMZN:7.8%;HYG:13.4%;MUB:11.2%;TSLA:22.6% | US:67.4;EU:10.9;APAC:8.9;EM:9.3;Other:3.6 | Value:+0.2;Growth:-0.5;Quality:+0.5;Size:-1.0;Momentum:-0.7;LowVol:+0.2 | MaxPos8% | 8 | 30 | 5.6 | hard 12% | 229 | 26.8 | Bull | 14.1 | 3.95 | 3.4 | 89 | 48 | 65 | 47 | false | Sell | Trim extended winner -1% | 19 | -11 | BrokerC | MKT | 100 | null | null | Normal monitoring | -41 | 11 | -76 | 3 | false | Increase defensive factor exposure |
P5899 | Cautious | IRA | USD | 2024-11-12 | 176,596 | 17,160 | 159,436 | 1 | 42.6 | 43 | 0 | 14.4 | GLD:20.4%;TLT:26.5%;TSLA:26.5%;QQQ:26.5% | US:62.2;EU:17.8;APAC:10.6;EM:5.6;Other:3.8 | Value:+0.6;Growth:-0.1;Quality:-0.5;Size:+0.2;Momentum:+0.4;LowVol:-0.2 | MaxPos5%;NoMargin | 7 | 35 | 6 | trailing 8% | 95 | 13 | Bull | 17.9 | 3.91 | 2.3 | 99 | 107 | 95 | 33 | false | Hedge | Add TLT +1% as duration hedge | 11 | -38 | BrokerA | LMT | 93 | null | null | Normal monitoring | 93 | -31 | 178 | 5 | false | Tighten stops on momentum names |
P5900 | Hands-off | 401k | USD | 2025-02-25 | 557,066 | 47,324 | 509,742 | 1 | 60 | 20.2 | 13.1 | 6.6 | VOO:29.3%;VNQ:35.3%;MUB:35.3% | US:74.3;EU:7.6;APAC:6.3;EM:9.2;Other:2.6 | Value:-0.8;Growth:+0.8;Quality:+0.3;Size:-0.5;Momentum:-1.0;LowVol:-0.7 | MaxPos7%;NoDerivatives | 7 | 35 | 3.4 | trailing 8% | 163 | 14.7 | Bull | 11.5 | 3.62 | 3.1 | 116 | 34 | 71 | 42 | false | Rebalance | Shift +1% to bonds from equity | 19 | 9 | BrokerD | VWAP | 100 | null | null | Normal monitoring | -34 | -41 | 49 | 3 | false | Within IPS guidelines |
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