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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P5901 | Active | Taxable | USD | 2025-06-28 | 1,764,542 | 120,674 | 1,643,868 | 1 | 65.3 | 29.8 | 0 | 5 | VOO:20.4%;IEF:20.1%;HYG:21.1%;VTI:18.3%;TLT:20.0% | US:73.8;EU:6.8;APAC:13.6;EM:5.3;Other:0.5 | Value:+0.9;Growth:+0.2;Quality:-0.0;Size:-0.1;Momentum:+0.6;LowVol:-0.9 | null | 6 | 25 | 5.6 | hard 12% | 180 | 21.1 | Volatile | 31.9 | 3.87 | 2.9 | 162 | -11 | 54 | 78 | true | Hedge | Buy index puts 1% notional | 28 | -11 | BrokerA | LMT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -24 | -28 | 5 | 2 | false | Tighten stops on momentum names |
P5902 | Cautious | Trust | USD | 2025-01-01 | 682,112 | 80,506 | 601,606 | 1 | 45 | 38.7 | 0.8 | 15.5 | TSLA:33.3%;MSFT:33.3%;BRK.B:33.3% | US:66.8;EU:18.6;APAC:9.0;EM:4.2;Other:1.4 | Value:-0.9;Growth:+0.5;Quality:+1.0;Size:+0.3;Momentum:+0.9;LowVol:+0.1 | ESGOnly;NoDerivatives;NoMargin | 7 | 25 | 3.2 | hard 10% | 124 | 17 | Volatile | 30.7 | 4.3 | 2.4 | 133 | -11 | 37 | 58 | false | Rebalance | Shift +1% to bonds from equity | 32 | -16 | BrokerC | VWAP | 96 | null | null | Normal monitoring | -53 | -42 | 42 | 4 | false | Tighten stops on momentum names |
P5903 | Systematic | Taxable | USD | 2025-09-24 | 721,310 | 41,569 | 679,741 | 1 | 67.2 | 21.9 | 5.4 | 5.5 | VTI:26.3%;VNQ:18.1%;VOO:18.2%;AAPL:15.9%;MUB:21.5% | US:65.9;EU:11.6;APAC:11.7;EM:9.6;Other:1.3 | Value:+0.3;Growth:-0.1;Quality:-0.1;Size:+0.5;Momentum:+0.2;LowVol:-0.4 | null | 7 | 25 | 5 | trailing 8% | 120 | 24.6 | Sideways | 15 | 4.21 | 2.4 | 111 | 40 | 75 | 40 | false | Sell | Trim extended winner -1% | 10 | -16 | BrokerB | LMT | 100 | null | null | Normal monitoring | 43 | -44 | 154 | 3 | false | Tighten stops on momentum names |
P5904 | Opportunistic | Trust | USD | 2025-09-04 | 478,053 | 38,310 | 439,743 | 1.11 | 61 | 15.7 | 18.3 | 5 | BND:23.1%;AMZN:23.1%;BRK.B:23.1%;VNQ:15.8%;AAPL:14.8% | US:59.3;EU:18.5;APAC:13.8;EM:7.7;Other:0.6 | Value:-0.4;Growth:-0.3;Quality:-0.6;Size:+0.2;Momentum:-0.5;LowVol:+0.7 | MaxPos6% | 7 | 35 | 6.3 | trailing 7% | 216 | 27.9 | Bull | 15.9 | 3.85 | 3 | 105 | 113 | 100 | 56 | false | Buy | Add to core equity +1% | 17 | -2 | BrokerD | MKT | 100 | null | null | Normal monitoring | 90 | -2 | 194 | 5 | false | Tax-aware sells next window |
P5905 | Cautious | Trust | USD | 2025-10-14 | 629,372 | 54,120 | 575,252 | 1 | 41.7 | 32.9 | 9.4 | 16.1 | VNQ:34.5%;GLD:31.0%;AAPL:34.5% | US:63.6;EU:16.9;APAC:11.8;EM:4.3;Other:3.5 | Value:+0.7;Growth:+0.1;Quality:-0.6;Size:+0.8;Momentum:+0.8;LowVol:+1.0 | ESGOnly;MaxPos6%;NoMargin | 6 | 30 | 5 | hard 10% | 127 | 15.9 | Sideways | 19.2 | 4.93 | 2.2 | 109 | -20 | 38 | 50 | false | Sell | Trim extended winner -1% | -3 | -38 | BrokerD | LMT | 100 | null | null | Normal monitoring | -53 | -23 | -88 | 3 | false | Within IPS guidelines |
P5906 | Active | IRA | USD | 2024-08-11 | 641,778 | 65,039 | 576,739 | 1 | 55.7 | 27.7 | 7.4 | 9.2 | BND:20.2%;AMZN:22.0%;IEF:11.5%;TSLA:23.1%;VOO:23.1% | US:69.8;EU:6.8;APAC:10.1;EM:9.5;Other:3.7 | Value:+0.4;Growth:+0.6;Quality:-0.8;Size:-0.9;Momentum:+1.0;LowVol:+0.2 | MaxPos6% | 7 | 25 | 4.1 | trailing 9% | 160 | 26.8 | Volatile | 29 | 5.09 | 3.6 | 165 | 75 | 81 | 72 | true | Hedge | Buy index puts 1% notional | 8 | 3 | BrokerD | VWAP | 93 | VAR>budget | TightenStops | Risk above budget threshold | 92 | -34 | 189 | 5 | false | Within IPS guidelines |
P5907 | Hands-off | IRA | USD | 2024-12-06 | 371,381 | 34,533 | 336,848 | 1 | 60.3 | 22.4 | 11.4 | 5.8 | VNQ:18.5%;AAPL:18.4%;AMZN:9.6%;IEF:20.3%;TLT:12.9%;MSFT:20.3% | US:62.7;EU:9.4;APAC:14.5;EM:12.4;Other:1.0 | Value:+0.2;Growth:+1.0;Quality:-0.1;Size:-0.8;Momentum:-0.1;LowVol:-0.7 | ESGOnly;MaxPos7% | 5 | 35 | 4.7 | trailing 10% | 165 | 14.3 | Volatile | 20.5 | 4.28 | 3.7 | 142 | 20 | 50 | 53 | false | NoAction | Within bands; monitor | 6 | -35 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 111 | 12 | 120 | 3 | false | Increase defensive factor exposure |
P5908 | Hands-off | 401k | USD | 2025-03-21 | 786,430 | 33,413 | 753,017 | 1 | 65.4 | 22.4 | 4.8 | 7.4 | MSFT:8.4%;AMZN:22.2%;IEF:15.2%;GLD:17.1%;VNQ:15.0%;AAPL:22.2% | US:68.0;EU:15.5;APAC:9.0;EM:5.7;Other:1.9 | Value:-0.5;Growth:-0.2;Quality:-0.2;Size:-0.9;Momentum:-0.0;LowVol:-0.3 | ESGOnly;NoDerivatives | 8 | 35 | 5 | trailing 8% | 129 | 15.2 | Bull | 17.4 | 3.67 | 2.5 | 87 | 18 | 54 | 46 | false | Buy | Add to core equity +1% | 20 | 3 | BrokerC | MKT | 87 | null | null | Normal monitoring | 52 | 11 | 140 | 4 | false | Within IPS guidelines |
P5909 | Cautious | Taxable | USD | 2025-01-14 | 150,061 | 13,225 | 136,836 | 1 | 52.2 | 32.5 | 2.7 | 12.6 | TSLA:27.4%;BND:36.3%;AAPL:36.3% | US:68.5;EU:17.0;APAC:7.8;EM:5.5;Other:1.2 | Value:-0.7;Growth:-0.6;Quality:+0.7;Size:+0.3;Momentum:-0.1;LowVol:-0.2 | MaxPos8%;NoMargin | 8 | 25 | 4.8 | trailing 8% | 92 | 19.6 | Volatile | 21.3 | 3.99 | 3.9 | 168 | -31 | 25 | 56 | false | Rebalance | Shift +1% to bonds from equity | 11 | 8 | BrokerB | MKT | 87 | null | null | Normal monitoring | 42 | -23 | 16 | 5 | false | Tax-aware sells next window |
P5910 | Active | Roth | USD | 2025-10-11 | 1,946,233 | 227,600 | 1,718,633 | 1 | 53 | 26 | 13.2 | 7.8 | VTI:15.7%;TLT:20.5%;MSFT:15.2%;TSLA:20.7%;AAPL:20.7%;GLD:7.3% | US:69.7;EU:13.3;APAC:6.3;EM:9.2;Other:1.5 | Value:-0.7;Growth:+0.1;Quality:+0.6;Size:-0.9;Momentum:-0.3;LowVol:-0.2 | NoDerivatives | 5 | 25 | 4.6 | hard 12% | 157 | 16.6 | Sideways | 19.4 | 4.31 | 3.4 | 121 | 49 | 65 | 49 | false | Sell | Trim extended winner -1% | -2 | -18 | BrokerC | MKT | 86 | null | null | Normal monitoring | -13 | -19 | 1 | 3 | false | Monitor dispersion and breadth |
P5911 | Active | Taxable | USD | 2025-12-16 | 1,850,078 | 205,848 | 1,644,230 | 1 | 61 | 25.2 | 8.1 | 5.7 | VOO:23.6%;HYG:25.5%;MSFT:25.5%;AAPL:25.5% | US:71.8;EU:8.5;APAC:12.3;EM:4.0;Other:3.4 | Value:-0.9;Growth:-0.0;Quality:0.0;Size:-0.7;Momentum:-0.7;LowVol:-0.1 | null | 6 | 30 | 5.7 | trailing 8% | 207 | 21.7 | Bull | 14.4 | 3.85 | 2.3 | 117 | 96 | 84 | 36 | false | Rebalance | Shift +1% to bonds from equity | -5 | 1 | BrokerA | LMT | 92 | null | null | Normal monitoring | 116 | 4 | 180 | 5 | false | Within IPS guidelines |
P5912 | Cautious | Trust | USD | 2025-06-24 | 404,798 | 38,302 | 366,496 | 1 | 48.8 | 36.1 | 0 | 15.1 | IEF:16.8%;TLT:11.3%;XLF:20.0%;AMZN:19.5%;GLD:18.9%;MSFT:13.5% | US:65.4;EU:17.6;APAC:8.0;EM:8.1;Other:0.8 | Value:-0.3;Growth:-0.9;Quality:-0.4;Size:+0.2;Momentum:-0.7;LowVol:+0.9 | NoMargin | 5 | 35 | 3.6 | trailing 10% | 115 | 19.3 | Volatile | 31.5 | 4.34 | 3.4 | 138 | -58 | 31 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | 9 | BrokerC | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 94 | 7 | 54 | 5 | true | Tax-aware sells next window |
P5913 | Cautious | Taxable | USD | 2024-10-10 | 472,120 | 45,691 | 426,429 | 1 | 39.2 | 41.2 | 6.7 | 12.9 | XLF:28.6%;MSFT:14.3%;TSLA:28.4%;TLT:28.6% | US:70.3;EU:10.3;APAC:12.2;EM:6.3;Other:0.9 | Value:-0.9;Growth:-0.1;Quality:+0.6;Size:+0.6;Momentum:-0.4;LowVol:+1.0 | MaxPos6%;NoMargin | 10 | 35 | 4.3 | trailing 10% | 130 | 16.5 | Volatile | 22.6 | 5.31 | 2.9 | 178 | 40 | 75 | 39 | false | Rebalance | Shift +1% to bonds from equity | -1 | -30 | BrokerD | LMT | 87 | null | null | Normal monitoring | 63 | 12 | 163 | 4 | false | Within IPS guidelines |
P5914 | Opportunistic | Trust | USD | 2024-07-04 | 690,262 | 44,723 | 645,539 | 1 | 61.9 | 18.4 | 12.9 | 6.7 | VTI:33.3%;GLD:33.3%;VNQ:33.3% | US:69.0;EU:10.2;APAC:14.7;EM:5.2;Other:0.9 | Value:+0.2;Growth:-0.3;Quality:-0.8;Size:-0.4;Momentum:-0.5;LowVol:+0.2 | null | 8 | 30 | 4.6 | trailing 9% | 237 | 26.6 | Bull | 14.1 | 4.18 | 2.6 | 110 | 10 | 49 | 45 | false | Buy | Add to core equity +1% | 33 | -12 | BrokerA | LMT | 85 | null | null | Normal monitoring | 96 | -22 | 235 | 4 | false | Within IPS guidelines |
P5915 | Systematic | Taxable | USD | 2025-03-20 | 1,485,436 | 122,070 | 1,363,366 | 1 | 62 | 29.1 | 3.3 | 5.6 | VNQ:10.8%;TSLA:21.3%;AMZN:15.5%;BRK.B:19.9%;VOO:19.9%;BND:12.6% | US:66.8;EU:18.1;APAC:7.1;EM:3.2;Other:4.8 | Value:-0.2;Growth:-0.7;Quality:+0.2;Size:+0.3;Momentum:+0.3;LowVol:-0.3 | null | 6 | 25 | 5.3 | trailing 8% | 144 | 23.1 | Bear | 28.8 | 3.14 | 1.8 | 171 | -13 | 57 | 69 | true | Hedge | Buy index puts 1% notional | 1 | -40 | BrokerA | LMT | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 16 | 16 | 61 | 3 | false | Tighten stops on momentum names |
P5916 | Opportunistic | Trust | USD | 2024-07-26 | 1,552,027 | 56,191 | 1,495,836 | 1 | 69 | 10.8 | 13.6 | 6.6 | TSLA:21.5%;BND:14.6%;MSFT:23.5%;AMZN:17.0%;VTI:23.5% | US:58.5;EU:18.0;APAC:7.3;EM:12.8;Other:3.5 | Value:+0.8;Growth:-0.1;Quality:+0.8;Size:+0.9;Momentum:-0.1;LowVol:+0.7 | null | 8 | 35 | 5.7 | trailing 7% | 194 | 27.4 | Bull | 16.2 | 4.68 | 2.3 | 86 | 101 | 97 | 58 | true | Hedge | Buy index puts 1% notional | 12 | -16 | BrokerC | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -32 | -16 | -6 | 3 | true | Tax-aware sells next window |
P5917 | Opportunistic | Roth | USD | 2025-08-13 | 694,306 | 47,487 | 646,819 | 1 | 74.4 | 12 | 7.3 | 6.3 | VTI:18.6%;GLD:27.1%;BRK.B:27.1%;VOO:27.1% | US:61.4;EU:14.2;APAC:13.0;EM:9.6;Other:1.9 | Value:+0.8;Growth:+0.6;Quality:+0.7;Size:+0.8;Momentum:-0.2;LowVol:+0.4 | MaxPos5% | 7 | 25 | 5.7 | hard 12% | 204 | 21.2 | Bull | 15 | 4.48 | 2 | 73 | 116 | 100 | 52 | false | Sell | Trim extended winner -1% | 8 | 10 | BrokerD | MKT | 89 | null | null | Normal monitoring | 33 | -60 | 21 | 3 | false | Monitor dispersion and breadth |
P5918 | Active | Taxable | USD | 2025-10-20 | 2,252,901 | 175,961 | 2,076,940 | 1 | 61.9 | 23.2 | 7.5 | 7.3 | MUB:20.6%;QQQ:19.9%;AMZN:15.0%;MSFT:6.2%;XLF:18.1%;VTI:20.3% | US:77.8;EU:9.4;APAC:5.8;EM:5.0;Other:2.0 | Value:-0.4;Growth:+0.6;Quality:-0.5;Size:+0.1;Momentum:-0.6;LowVol:-0.0 | null | 5 | 25 | 5.2 | trailing 8% | 198 | 25.7 | Volatile | 30.4 | 5.33 | 2.6 | 167 | 77 | 100 | 68 | false | NoAction | Within bands; monitor | 16 | -13 | BrokerB | MKT | 0 | null | null | Normal monitoring | -3 | -48 | 54 | 5 | false | Monitor dispersion and breadth |
P5919 | Cautious | Roth | USD | 2025-02-21 | 228,704 | 18,865 | 209,839 | 1 | 50.6 | 30.3 | 7 | 12.1 | BND:26.5%;TSLA:26.5%;IEF:26.5%;VTI:20.5% | US:69.0;EU:15.4;APAC:6.0;EM:6.8;Other:2.7 | Value:-0.7;Growth:-0.0;Quality:-0.3;Size:+0.5;Momentum:-0.1;LowVol:+0.6 | ESGOnly;NoMargin | 5 | 25 | 5.1 | trailing 8% | 159 | 13.1 | Bull | 16.4 | 4.99 | 2.3 | 105 | 76 | 98 | 52 | false | NoAction | Within bands; monitor | 9 | -12 | BrokerD | MKT | 0 | null | null | Normal monitoring | 22 | 8 | 93 | 5 | false | Within IPS guidelines |
P5920 | Opportunistic | Roth | USD | 2025-03-18 | 1,207,152 | 53,777 | 1,153,375 | 1 | 66.8 | 11.2 | 14.5 | 7.5 | VTI:23.3%;MUB:23.3%;MSFT:9.0%;VNQ:21.2%;BRK.B:23.3% | US:61.7;EU:11.4;APAC:14.1;EM:8.7;Other:4.1 | Value:+0.6;Growth:+0.6;Quality:0.0;Size:-0.3;Momentum:+0.1;LowVol:+0.1 | null | 7 | 25 | 4.3 | trailing 7% | 179 | 34.2 | Volatile | 26.4 | 3.98 | 2.1 | 132 | 41 | 56 | 65 | false | NoAction | Within bands; monitor | 29 | -32 | BrokerC | MKT | 0 | null | null | Normal monitoring | 35 | -18 | 59 | 5 | false | Increase defensive factor exposure |
P5921 | Opportunistic | 401k | USD | 2025-11-05 | 869,122 | 66,536 | 802,586 | 1 | 63.1 | 18.9 | 10.9 | 7.1 | AMZN:19.9%;TLT:18.5%;BRK.B:21.0%;VNQ:21.0%;VTI:19.5% | US:66.2;EU:12.3;APAC:5.8;EM:11.3;Other:4.4 | Value:+0.1;Growth:+0.7;Quality:+0.7;Size:-0.4;Momentum:+0.1;LowVol:-0.2 | MaxPos8% | 5 | 35 | 4 | trailing 9% | 258 | 30.3 | Bull | 14.7 | 4.09 | 2.4 | 87 | 26 | 78 | 44 | false | Buy | Add to core equity +1% | -2 | -13 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 77 | -36 | 202 | 5 | false | Tax-aware sells next window |
P5922 | Active | 401k | USD | 2024-08-07 | 2,305,831 | 243,605 | 2,062,226 | 1.14 | 66.5 | 27.3 | 0 | 6.2 | MUB:19.1%;VOO:17.9%;AAPL:20.2%;AMZN:21.0%;HYG:21.8% | US:68.2;EU:15.8;APAC:5.4;EM:6.4;Other:4.1 | Value:-0.3;Growth:-0.1;Quality:-0.1;Size:+0.3;Momentum:+0.8;LowVol:+0.2 | null | 7 | 35 | 6 | trailing 8% | 142 | 24.4 | Bull | 16.1 | 3.9 | 2.7 | 114 | 105 | 100 | 58 | false | Buy | Add to core equity +1% | 31 | -23 | BrokerD | MKT | 93 | null | null | Normal monitoring | 51 | 17 | 109 | 3 | false | Monitor dispersion and breadth |
P5923 | Hands-off | Trust | USD | 2025-08-13 | 785,112 | 69,144 | 715,968 | 1 | 69.2 | 16.7 | 6.7 | 7.4 | BND:22.9%;VNQ:22.9%;MSFT:9.5%;VOO:8.4%;XLF:21.0%;HYG:15.4% | US:66.1;EU:12.9;APAC:10.8;EM:5.3;Other:4.9 | Value:+0.6;Growth:+0.4;Quality:+0.2;Size:+0.1;Momentum:+0.3;LowVol:+0.5 | MaxPos6% | 7 | 25 | 5.6 | trailing 8% | 163 | 18.1 | Sideways | 17.6 | 4.58 | 2.8 | 105 | 4 | 48 | 53 | false | Hedge | Add TLT +1% as duration hedge | 24 | -14 | BrokerD | LMT | 99 | null | null | Normal monitoring | -42 | 8 | -44 | 3 | false | Increase defensive factor exposure |
P5924 | Hands-off | IRA | USD | 2025-02-17 | 209,194 | 18,251 | 190,943 | 1 | 69.7 | 25.6 | 0 | 4.7 | TLT:22.2%;MUB:16.9%;BRK.B:22.2%;GLD:16.3%;AMZN:22.2% | US:67.5;EU:11.1;APAC:9.5;EM:9.9;Other:2.1 | Value:-0.0;Growth:-0.3;Quality:-0.2;Size:-0.7;Momentum:+0.8;LowVol:-0.2 | ESGOnly;NoDerivatives | 10 | 35 | 5.4 | hard 10% | 97 | 17.4 | Sideways | 16.1 | 3.69 | 2.1 | 99 | 41 | 85 | 51 | false | Buy | Add to core equity +1% | 1 | -31 | BrokerC | MKT | 85 | null | null | Normal monitoring | 30 | -10 | 100 | 3 | false | Tighten stops on momentum names |
P5925 | Systematic | IRA | USD | 2025-10-26 | 1,035,284 | 101,045 | 934,239 | 1 | 60.6 | 30.3 | 0 | 9.1 | BRK.B:12.3%;IEF:7.0%;VNQ:21.0%;BND:18.9%;AMZN:21.0%;MUB:19.8% | US:67.0;EU:12.1;APAC:11.9;EM:7.5;Other:1.6 | Value:-0.4;Growth:-0.5;Quality:-0.8;Size:-0.4;Momentum:0.0;LowVol:-0.7 | null | 6 | 30 | 5.2 | trailing 9% | 127 | 19.9 | Bear | 29 | 3.83 | 1.7 | 209 | -86 | 5 | 67 | false | Buy | Add to core equity +1% | 1 | 13 | BrokerD | MKT | 97 | null | null | Normal monitoring | 100 | -54 | 209 | 3 | false | Increase defensive factor exposure |
P5926 | Cautious | 401k | USD | 2025-05-10 | 536,638 | 84,601 | 452,037 | 1 | 49.5 | 38.5 | 0 | 12.1 | MSFT:33.3%;QQQ:33.3%;BRK.B:33.3% | US:72.5;EU:5.5;APAC:7.4;EM:11.0;Other:3.7 | Value:+0.8;Growth:-0.7;Quality:+0.4;Size:-0.9;Momentum:-0.6;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 6 | 35 | 3.7 | trailing 8% | 150 | 19.6 | Volatile | 26.2 | 5.02 | 4.3 | 134 | 2 | 37 | 55 | false | Rebalance | Shift +1% to bonds from equity | 11 | -14 | BrokerB | LMT | 93 | null | null | Normal monitoring | 116 | -35 | 103 | 3 | false | Monitor dispersion and breadth |
P5927 | Active | Taxable | USD | 2025-08-08 | 1,481,469 | 162,875 | 1,318,594 | 1.17 | 54.2 | 18.9 | 21.9 | 5 | VOO:24.7%;VNQ:25.6%;AAPL:25.6%;BND:24.1% | US:61.1;EU:16.5;APAC:11.4;EM:5.3;Other:5.7 | Value:+1.0;Growth:+1.0;Quality:-0.9;Size:-0.0;Momentum:-0.7;LowVol:-0.1 | NoDerivatives | 7 | 30 | 5.4 | trailing 8% | 207 | 18.4 | Sideways | 16.1 | 3.68 | 2.2 | 121 | 25 | 59 | 35 | false | Buy | Add to core equity +1% | 3 | -32 | BrokerA | MKT | 88 | null | null | Normal monitoring | 4 | -34 | 109 | 3 | false | Within IPS guidelines |
P5928 | Hands-off | 401k | USD | 2025-06-05 | 597,546 | 43,449 | 554,097 | 1 | 67 | 25.2 | 0 | 7.8 | BRK.B:29.1%;BND:29.1%;VTI:29.1%;XLF:12.6% | US:71.8;EU:10.0;APAC:11.1;EM:6.9;Other:0.2 | Value:+0.1;Growth:+0.9;Quality:0.0;Size:+0.9;Momentum:+0.7;LowVol:+0.2 | null | 7 | 35 | 3.8 | hard 10% | 156 | 15.6 | Bull | 15.7 | 3.68 | 2.1 | 78 | 80 | 78 | 55 | false | Buy | Add to core equity +1% | 33 | -8 | BrokerA | LMT | 97 | null | null | Normal monitoring | -54 | -42 | -79 | 4 | false | Within IPS guidelines |
P5929 | Opportunistic | 401k | USD | 2024-12-22 | 1,554,134 | 81,404 | 1,472,730 | 1 | 68.5 | 16.6 | 9.1 | 5.8 | BRK.B:33.3%;MUB:33.3%;AAPL:33.3% | US:70.4;EU:7.6;APAC:12.3;EM:5.6;Other:4.2 | Value:+0.2;Growth:+0.6;Quality:+0.1;Size:0.0;Momentum:+0.7;LowVol:+0.5 | null | 6 | 25 | 6.2 | hard 12% | 207 | 33.4 | Bear | 27.4 | 4.22 | 1.1 | 141 | -118 | 5 | 79 | true | Rebalance | Rebalance back to target bands | 10 | -38 | BrokerD | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | 4 | -38 | 105 | 4 | false | Tighten stops on momentum names |
P5930 | Active | 401k | USD | 2025-03-21 | 882,983 | 95,790 | 787,193 | 1 | 56.1 | 19.9 | 18.7 | 5.3 | QQQ:14.1%;MSFT:23.6%;AMZN:15.2%;TSLA:23.6%;VOO:23.6% | US:63.7;EU:17.4;APAC:8.7;EM:6.6;Other:3.5 | Value:+0.1;Growth:+0.7;Quality:+0.6;Size:-0.4;Momentum:-0.8;LowVol:-0.8 | MaxPos5% | 7 | 35 | 5.1 | hard 12% | 147 | 26.4 | Sideways | 18.9 | 4.97 | 3.4 | 90 | 25 | 56 | 47 | false | Sell | Trim extended winner -1% | 27 | -38 | BrokerD | LMT | 90 | null | null | Normal monitoring | 104 | 17 | 233 | 5 | false | Monitor dispersion and breadth |
P5931 | Active | Trust | USD | 2024-12-03 | 1,979,760 | 232,149 | 1,747,611 | 1.24 | 54.5 | 18.7 | 20.2 | 6.6 | GLD:17.6%;HYG:16.2%;TSLA:21.2%;XLF:8.4%;BRK.B:15.3%;MSFT:21.2% | US:60.5;EU:17.5;APAC:14.7;EM:5.7;Other:1.6 | Value:-0.5;Growth:+0.1;Quality:-0.5;Size:-0.9;Momentum:+0.2;LowVol:-1.0 | MaxPos7%;NoDerivatives | 10 | 35 | 4.1 | trailing 9% | 124 | 17.7 | Volatile | 28.5 | 4.02 | 2.6 | 149 | 48 | 59 | 62 | false | Rebalance | Shift +1% to bonds from equity | -7 | -26 | BrokerA | MKT | 100 | null | null | Normal monitoring | -57 | -8 | 62 | 5 | false | Tax-aware sells next window |
P5932 | Systematic | Trust | USD | 2024-07-22 | 471,413 | 32,422 | 438,991 | 1 | 60.5 | 31.1 | 0 | 8.4 | IEF:11.2%;VNQ:20.9%;AMZN:18.5%;BRK.B:18.0%;XLF:13.5%;GLD:17.9% | US:76.9;EU:7.3;APAC:4.9;EM:7.4;Other:3.5 | Value:-0.8;Growth:+0.2;Quality:-0.8;Size:+0.8;Momentum:-0.2;LowVol:-0.6 | null | 10 | 30 | 4.5 | trailing 9% | 130 | 16.3 | Sideways | 20.3 | 3.88 | 3.4 | 129 | -6 | 62 | 48 | false | Hedge | Add TLT +1% as duration hedge | 9 | -26 | BrokerD | LMT | 92 | null | null | Normal monitoring | 13 | -9 | 102 | 5 | false | Monitor dispersion and breadth |
P5933 | Active | Taxable | USD | 2025-10-07 | 1,834,686 | 140,365 | 1,694,321 | 1 | 57.1 | 29.8 | 5.8 | 7.2 | VOO:30.6%;VNQ:34.7%;VTI:34.7% | US:68.1;EU:15.2;APAC:7.6;EM:4.8;Other:4.2 | Value:-0.7;Growth:-0.5;Quality:-0.7;Size:-0.4;Momentum:+0.4;LowVol:-0.3 | null | 5 | 30 | 4.1 | trailing 9% | 169 | 22.9 | Bull | 13.3 | 4.1 | 3.2 | 73 | 28 | 51 | 33 | false | Buy | Add to core equity +1% | 3 | -15 | BrokerD | MKT | 94 | null | null | Normal monitoring | -33 | -57 | 15 | 3 | false | Tighten stops on momentum names |
P5934 | Cautious | Trust | USD | 2024-09-23 | 501,720 | 71,366 | 430,354 | 1 | 44.5 | 44.8 | 0 | 10.7 | AAPL:28.6%;MSFT:14.1%;HYG:28.6%;VOO:28.6% | US:63.8;EU:17.6;APAC:11.8;EM:4.1;Other:2.7 | Value:-0.8;Growth:+0.6;Quality:-0.2;Size:+0.7;Momentum:+0.4;LowVol:+0.8 | NoDerivatives;NoMargin | 7 | 30 | 5.6 | trailing 10% | 124 | 19.8 | Sideways | 19.6 | 4.78 | 2.3 | 109 | -4 | 58 | 49 | false | Sell | Trim extended winner -1% | 17 | -10 | BrokerC | LMT | 93 | null | null | Normal monitoring | -10 | 6 | -20 | 5 | false | Tighten stops on momentum names |
P5935 | Cautious | Roth | USD | 2025-05-07 | 545,198 | 64,695 | 480,503 | 1 | 47.7 | 42 | 0 | 10.3 | BRK.B:33.3%;GLD:33.3%;AMZN:33.3% | US:68.3;EU:8.4;APAC:15.8;EM:7.1;Other:0.4 | Value:+0.4;Growth:-0.7;Quality:-0.5;Size:0.0;Momentum:+0.5;LowVol:+0.6 | NoMargin | 5 | 35 | 4.5 | trailing 8% | 96 | 19.5 | Volatile | 23.8 | 5.23 | 4.2 | 178 | -26 | 25 | 53 | false | Rebalance | Shift +1% to bonds from equity | -12 | 2 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 11 | -39 | 78 | 4 | false | Monitor dispersion and breadth |
P5936 | Systematic | IRA | USD | 2024-12-23 | 1,056,291 | 88,972 | 967,319 | 1 | 57.9 | 23.1 | 12.6 | 6.3 | GLD:16.2%;HYG:17.9%;QQQ:16.3%;AAPL:20.2%;MSFT:15.1%;VNQ:14.3% | US:65.9;EU:13.0;APAC:13.2;EM:7.2;Other:0.8 | Value:-0.5;Growth:+0.2;Quality:-0.6;Size:-0.7;Momentum:+0.9;LowVol:-0.5 | null | 10 | 25 | 4.2 | hard 12% | 132 | 25 | Bull | 13.5 | 3.96 | 3.1 | 84 | 33 | 53 | 36 | false | Rebalance | Shift +1% to bonds from equity | 11 | 3 | BrokerA | MKT | 93 | null | null | Normal monitoring | 109 | -43 | 145 | 5 | false | Monitor dispersion and breadth |
P5937 | Cautious | 401k | USD | 2024-11-08 | 576,284 | 75,639 | 500,645 | 1 | 46.4 | 37.2 | 0 | 16.3 | BRK.B:20.9%;TLT:23.4%;VNQ:23.4%;IEF:23.4%;XLF:8.8% | US:60.5;EU:15.5;APAC:11.6;EM:9.3;Other:3.1 | Value:+0.5;Growth:+0.6;Quality:-0.7;Size:+0.9;Momentum:-0.1;LowVol:+0.1 | NoMargin | 6 | 25 | 4.3 | trailing 8% | 167 | 17.4 | Bull | 17.9 | 3.67 | 2.8 | 77 | 34 | 54 | 35 | false | NoAction | Within bands; monitor | -1 | -22 | BrokerC | MKT | 0 | null | null | Normal monitoring | 29 | -53 | 5 | 5 | false | Monitor dispersion and breadth |
P5938 | Hands-off | Taxable | USD | 2025-02-11 | 864,438 | 37,211 | 827,227 | 1 | 63.3 | 23.2 | 5.6 | 8 | BND:33.3%;HYG:33.3%;TSLA:33.3% | US:56.4;EU:20.3;APAC:8.0;EM:12.4;Other:2.9 | Value:+0.5;Growth:-0.9;Quality:+0.2;Size:-0.8;Momentum:+0.3;LowVol:-0.6 | ESGOnly | 6 | 25 | 3.4 | trailing 8% | 140 | 14.3 | Sideways | 21.1 | 3.56 | 2.1 | 119 | 49 | 71 | 60 | false | NoAction | Within bands; monitor | 35 | 0 | BrokerC | LMT | 97 | null | null | Normal monitoring | 37 | -51 | 100 | 5 | false | Increase defensive factor exposure |
P5939 | Cautious | Taxable | USD | 2025-08-24 | 753,574 | 61,989 | 691,585 | 1 | 50.6 | 32.7 | 5 | 11.7 | AAPL:33.3%;TLT:33.3%;BRK.B:33.3% | US:58.6;EU:21.9;APAC:14.8;EM:3.8;Other:0.9 | Value:+0.2;Growth:+0.6;Quality:-0.9;Size:0.0;Momentum:+0.7;LowVol:+0.3 | ESGOnly;NoMargin | 10 | 35 | 3.8 | hard 10% | 137 | 19.1 | Bull | 16.7 | 3.57 | 2.8 | 95 | 85 | 100 | 52 | false | Hedge | Add TLT +1% as duration hedge | 15 | -11 | BrokerB | LMT | 100 | null | null | Normal monitoring | -15 | -36 | 60 | 3 | false | Within IPS guidelines |
P5940 | Cautious | Taxable | USD | 2025-05-27 | 825,143 | 101,205 | 723,938 | 1 | 44.2 | 40.6 | 0 | 15.2 | BRK.B:18.9%;VNQ:9.0%;TSLA:7.5%;MSFT:21.6%;AMZN:21.4%;TLT:21.6% | US:70.0;EU:9.1;APAC:10.7;EM:4.6;Other:5.5 | Value:-0.7;Growth:-0.4;Quality:-0.5;Size:+0.1;Momentum:-0.2;LowVol:0.0 | NoMargin | 10 | 30 | 3.1 | hard 10% | 150 | 13.6 | Bull | 13.7 | 4.18 | 2.5 | 74 | 10 | 65 | 26 | false | Sell | Trim extended winner -1% | -14 | -36 | BrokerB | LMT | 96 | null | null | Normal monitoring | -28 | -7 | 82 | 4 | false | Tighten stops on momentum names |
P5941 | Cautious | Taxable | USD | 2025-08-04 | 536,161 | 74,896 | 461,265 | 1 | 46.5 | 30.4 | 9.7 | 13.5 | GLD:6.2%;TLT:20.2%;MSFT:12.9%;QQQ:18.3%;HYG:21.2%;VTI:21.2% | US:58.4;EU:15.1;APAC:11.7;EM:10.7;Other:4.1 | Value:-0.6;Growth:-0.4;Quality:+0.3;Size:-0.4;Momentum:-0.6;LowVol:+0.5 | ESGOnly;MaxPos6%;NoMargin | 5 | 30 | 3.4 | trailing 10% | 95 | 19.2 | Sideways | 14.8 | 4.53 | 2.5 | 140 | -30 | 48 | 36 | false | Sell | Trim extended winner -1% | 1 | -7 | BrokerB | LMT | 100 | null | null | Normal monitoring | -27 | -59 | 7 | 3 | false | Within IPS guidelines |
P5942 | Cautious | Trust | USD | 2025-12-14 | 739,315 | 93,792 | 645,523 | 1 | 40.4 | 42.7 | 0 | 16.9 | MSFT:25.0%;IEF:25.0%;GLD:25.0%;VOO:25.0% | US:65.4;EU:13.2;APAC:9.7;EM:11.5;Other:0.1 | Value:-0.7;Growth:+0.7;Quality:-0.7;Size:-0.2;Momentum:+0.4;LowVol:-0.1 | ESGOnly;MaxPos5%;NoMargin | 10 | 25 | 4.3 | hard 10% | 130 | 14.4 | Bull | 11.3 | 4.7 | 2.3 | 89 | 18 | 72 | 24 | false | Buy | Add to core equity +1% | -6 | -12 | BrokerB | LMT | 88 | null | null | Normal monitoring | -25 | 1 | 60 | 3 | false | Tax-aware sells next window |
P5943 | Opportunistic | Roth | USD | 2025-03-27 | 1,380,454 | 79,851 | 1,300,603 | 1 | 63.7 | 18 | 11.6 | 6.8 | VTI:20.9%;BRK.B:14.8%;BND:11.7%;VOO:21.5%;AMZN:9.6%;MUB:21.5% | US:70.7;EU:8.6;APAC:13.9;EM:5.2;Other:1.7 | Value:+0.3;Growth:+0.3;Quality:+0.7;Size:+0.3;Momentum:-1.0;LowVol:+0.9 | MaxPos5% | 8 | 25 | 4.5 | hard 12% | 258 | 33 | Bull | 16.1 | 3.73 | 3.5 | 70 | 110 | 100 | 50 | false | Rebalance | Shift +1% to bonds from equity | 0 | -36 | BrokerB | VWAP | 97 | null | null | Normal monitoring | 19 | -25 | 65 | 4 | false | Tighten stops on momentum names |
P5944 | Cautious | Taxable | USD | 2024-07-31 | 505,253 | 67,872 | 437,381 | 1 | 53 | 30.9 | 0 | 16.1 | GLD:17.8%;AAPL:8.3%;VTI:21.6%;IEF:19.9%;TSLA:16.8%;BRK.B:15.5% | US:56.6;EU:21.6;APAC:13.8;EM:6.8;Other:1.2 | Value:-0.1;Growth:+0.9;Quality:+0.8;Size:-0.5;Momentum:+0.8;LowVol:-0.7 | NoMargin | 6 | 25 | 5.7 | trailing 8% | 169 | 14.1 | Volatile | 30.2 | 4.42 | 4.5 | 170 | 36 | 71 | 63 | false | Sell | Trim extended winner -1% | -12 | -20 | BrokerB | LMT | 89 | null | null | Normal monitoring | 84 | -47 | 186 | 3 | false | Within IPS guidelines |
P5945 | Cautious | 401k | USD | 2025-05-03 | 870,579 | 119,518 | 751,061 | 1 | 53.5 | 33.3 | 0 | 13.2 | XLF:33.3%;BRK.B:33.3%;VOO:33.3% | US:70.9;EU:7.3;APAC:15.5;EM:5.5;Other:0.9 | Value:+0.7;Growth:-0.3;Quality:-0.3;Size:+0.6;Momentum:-0.3;LowVol:-0.6 | MaxPos6%;NoDerivatives;NoMargin | 8 | 35 | 4.2 | trailing 10% | 149 | 17.5 | Volatile | 23.4 | 4.86 | 2.9 | 154 | 49 | 60 | 59 | false | Rebalance | Shift +1% to bonds from equity | 11 | -16 | BrokerC | MKT | 95 | null | null | Normal monitoring | 21 | 17 | 52 | 4 | false | Monitor dispersion and breadth |
P5946 | Cautious | Taxable | USD | 2024-12-18 | 159,092 | 19,370 | 139,722 | 1 | 51 | 32.8 | 0 | 16.1 | HYG:21.4%;VTI:21.4%;TSLA:18.2%;IEF:17.7%;VNQ:21.4% | US:66.0;EU:10.4;APAC:8.1;EM:13.2;Other:2.3 | Value:+0.7;Growth:-0.5;Quality:-0.6;Size:-0.3;Momentum:-0.7;LowVol:-0.7 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 5 | 30 | 4.6 | hard 10% | 91 | 18.1 | Bear | 31.4 | 3.28 | 2.5 | 190 | -116 | 5 | 69 | false | Buy | Add to core equity +1% | 33 | 13 | BrokerD | LMT | 87 | null | null | Normal monitoring | 49 | -11 | 82 | 5 | false | Within IPS guidelines |
P5947 | Cautious | Trust | USD | 2025-04-24 | 567,118 | 49,858 | 517,260 | 1 | 51.8 | 36.5 | 0 | 11.7 | HYG:24.7%;BND:24.7%;TSLA:17.2%;XLF:8.7%;QQQ:24.7% | US:67.2;EU:7.6;APAC:11.2;EM:11.0;Other:2.9 | Value:+0.7;Growth:+0.5;Quality:+0.1;Size:+0.6;Momentum:-0.4;LowVol:-0.9 | ESGOnly;MaxPos6%;NoMargin | 10 | 30 | 5.7 | trailing 8% | 90 | 18.5 | Bear | 24.9 | 4.26 | 2.8 | 130 | 3 | 47 | 65 | false | Hedge | Add TLT +1% as duration hedge | 6 | -6 | BrokerB | MKT | 87 | null | null | Normal monitoring | 17 | -3 | 79 | 4 | false | Increase defensive factor exposure |
P5948 | Opportunistic | Taxable | USD | 2025-05-11 | 646,218 | 42,918 | 603,300 | 1 | 66.1 | 14.5 | 14.5 | 4.9 | HYG:21.3%;MUB:6.2%;XLF:12.0%;AMZN:20.2%;GLD:21.3%;QQQ:19.1% | US:74.0;EU:11.4;APAC:6.4;EM:4.1;Other:4.1 | Value:-1.0;Growth:+0.7;Quality:-0.6;Size:+0.9;Momentum:+0.3;LowVol:-0.3 | null | 10 | 30 | 4.8 | trailing 7% | 219 | 28.4 | Bear | 33.6 | 3.91 | 2.7 | 164 | -28 | 35 | 80 | true | Hedge | Buy index puts 1% notional | -12 | 8 | BrokerC | LMT | 86 | VAR>budget | TightenStops | Risk above budget threshold | 103 | -33 | 164 | 4 | false | Tighten stops on momentum names |
P5949 | Hands-off | 401k | USD | 2025-01-07 | 534,893 | 32,558 | 502,335 | 1 | 62.8 | 20.3 | 11.3 | 5.6 | HYG:33.3%;QQQ:33.3%;XLF:33.3% | US:65.9;EU:15.6;APAC:10.0;EM:6.2;Other:2.3 | Value:-0.5;Growth:-0.7;Quality:0.0;Size:-0.2;Momentum:+1.0;LowVol:-0.6 | MaxPos7% | 6 | 25 | 3.4 | hard 10% | 162 | 12.2 | Volatile | 20.4 | 5.22 | 3.6 | 133 | -59 | 21 | 49 | false | Buy | Add to core equity +1% | 14 | -33 | BrokerB | MKT | 88 | null | null | Normal monitoring | 11 | -37 | 150 | 4 | false | Tighten stops on momentum names |
P5950 | Active | Roth | USD | 2025-09-20 | 1,924,287 | 178,783 | 1,745,504 | 1 | 63.4 | 30.2 | 1.4 | 5.1 | GLD:33.3%;IEF:33.3%;VOO:33.3% | US:65.5;EU:17.4;APAC:8.1;EM:5.7;Other:3.3 | Value:+0.4;Growth:0.0;Quality:-0.8;Size:+0.2;Momentum:-1.0;LowVol:-1.0 | MaxPos8% | 6 | 25 | 4.3 | trailing 8% | 195 | 17.5 | Sideways | 21.4 | 4.76 | 2.7 | 94 | 20 | 47 | 55 | false | Rebalance | Shift +1% to bonds from equity | 0 | -8 | BrokerB | LMT | 96 | null | null | Normal monitoring | -3 | -38 | 22 | 3 | false | Increase defensive factor exposure |
P5951 | Hands-off | Taxable | USD | 2024-12-08 | 159,869 | 7,434 | 152,435 | 1 | 64.6 | 16 | 10 | 9.4 | QQQ:24.7%;XLF:20.3%;BND:24.7%;HYG:14.4%;GLD:16.0% | US:76.1;EU:11.3;APAC:5.6;EM:5.1;Other:1.9 | Value:+0.6;Growth:+0.8;Quality:-0.8;Size:+0.6;Momentum:-0.9;LowVol:-0.3 | MaxPos8%;NoDerivatives | 7 | 30 | 4.9 | trailing 8% | 131 | 15.1 | Volatile | 29.2 | 5.16 | 4.1 | 144 | -52 | 16 | 69 | true | Reduce | Cut high-beta by 2-3%, add cash | 13 | 2 | BrokerB | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -38 | -41 | -19 | 2 | false | Tax-aware sells next window |
P5952 | Active | 401k | USD | 2025-08-25 | 1,702,749 | 159,075 | 1,543,674 | 1 | 52.3 | 25.6 | 15 | 7.2 | IEF:11.4%;BND:11.6%;VOO:25.6%;TLT:25.6%;AMZN:25.6% | US:64.1;EU:17.9;APAC:13.8;EM:4.0;Other:0.3 | Value:+0.2;Growth:-0.3;Quality:-0.8;Size:0.0;Momentum:+0.5;LowVol:+0.6 | null | 5 | 30 | 4.1 | trailing 9% | 187 | 22 | Sideways | 16.9 | 3.82 | 3.2 | 111 | -12 | 34 | 42 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -7 | BrokerC | VWAP | 93 | VAR>budget | Reduce | Risk above budget threshold | 78 | -46 | 189 | 2 | false | Tighten stops on momentum names |
P5953 | Hands-off | Trust | USD | 2025-11-24 | 366,589 | 26,881 | 339,708 | 1 | 61.8 | 17.2 | 11.8 | 9.2 | AMZN:25.7%;MSFT:22.8%;GLD:25.7%;TSLA:25.7% | US:68.7;EU:16.8;APAC:5.9;EM:5.1;Other:3.5 | Value:-0.1;Growth:-1.0;Quality:-0.2;Size:-0.3;Momentum:0.0;LowVol:+0.3 | MaxPos8%;NoDerivatives | 10 | 35 | 3.8 | trailing 10% | 151 | 13.9 | Volatile | 28.8 | 4.02 | 4.3 | 123 | -38 | 44 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -14 | BrokerA | VWAP | 99 | VAR>budget | Reduce | Risk above budget threshold | 88 | -55 | 227 | 3 | false | Monitor dispersion and breadth |
P5954 | Hands-off | Roth | USD | 2024-08-13 | 476,006 | 24,413 | 451,593 | 1 | 58.3 | 16.6 | 17.8 | 7.3 | VTI:18.7%;VOO:18.0%;MUB:16.6%;QQQ:14.1%;XLF:18.4%;AMZN:14.1% | US:64.6;EU:15.9;APAC:7.0;EM:11.2;Other:1.3 | Value:-0.9;Growth:+0.9;Quality:-0.5;Size:-0.2;Momentum:-0.7;LowVol:-0.4 | ESGOnly;MaxPos5%;NoDerivatives | 8 | 35 | 4.3 | trailing 8% | 113 | 15.5 | Bull | 17.5 | 4.61 | 2.8 | 79 | 59 | 89 | 48 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | -18 | BrokerD | LMT | 99 | VAR>budget | TightenStops | Risk above budget threshold | -32 | 7 | 47 | 3 | false | Tighten stops on momentum names |
P5955 | Active | IRA | USD | 2025-06-07 | 898,603 | 73,464 | 825,139 | 1 | 66.6 | 19.5 | 6.9 | 7 | XLF:10.0%;VTI:22.2%;AMZN:9.2%;BND:22.2%;GLD:22.2%;TSLA:14.3% | US:66.1;EU:18.5;APAC:7.9;EM:5.2;Other:2.2 | Value:+0.3;Growth:-0.3;Quality:-0.2;Size:-0.1;Momentum:0.0;LowVol:+0.6 | NoDerivatives | 8 | 30 | 5.8 | trailing 9% | 120 | 18 | Bear | 29.2 | 3.43 | 2.7 | 153 | -114 | 8 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 15 | 15 | BrokerD | MKT | 100 | VAR>budget | Hedge | Risk above budget threshold | 70 | -48 | 177 | 3 | false | Monitor dispersion and breadth |
P5956 | Cautious | Trust | USD | 2024-12-23 | 272,132 | 25,256 | 246,876 | 1 | 48.2 | 39.7 | 0.7 | 11.4 | MUB:34.0%;IEF:34.0%;TLT:31.9% | US:64.3;EU:16.7;APAC:10.8;EM:4.3;Other:3.8 | Value:-0.9;Growth:+0.9;Quality:-0.8;Size:+0.2;Momentum:-0.6;LowVol:+0.7 | MaxPos6%;NoDerivatives;NoMargin | 5 | 35 | 5.2 | hard 10% | 118 | 12.8 | Sideways | 17.4 | 3.86 | 3.3 | 108 | 18 | 54 | 46 | false | Rebalance | Shift +1% to bonds from equity | 34 | 15 | BrokerA | LMT | 100 | null | null | Normal monitoring | 120 | -46 | 181 | 3 | false | Tighten stops on momentum names |
P5957 | Active | Roth | USD | 2025-04-28 | 1,498,640 | 94,271 | 1,404,369 | 1 | 63.3 | 28.6 | 0 | 8.1 | VNQ:14.3%;BND:20.4%;MSFT:19.8%;XLF:19.7%;AMZN:8.9%;TSLA:16.9% | US:68.6;EU:10.6;APAC:11.4;EM:7.1;Other:2.4 | Value:+1.0;Growth:+0.5;Quality:-0.2;Size:-0.5;Momentum:-0.6;LowVol:+0.1 | null | 7 | 35 | 5.5 | trailing 9% | 190 | 27.7 | Sideways | 17 | 4.45 | 2 | 117 | -25 | 25 | 48 | false | NoAction | Within bands; monitor | 19 | -37 | BrokerD | MKT | 0 | null | null | Normal monitoring | 86 | 11 | 155 | 3 | false | Tax-aware sells next window |
P5958 | Hands-off | Roth | USD | 2025-09-10 | 602,870 | 45,034 | 557,836 | 1 | 66.6 | 26.5 | 1.9 | 5 | VNQ:25.0%;IEF:37.5%;MUB:37.5% | US:76.1;EU:7.2;APAC:5.5;EM:8.4;Other:2.7 | Value:+0.2;Growth:-0.7;Quality:-0.0;Size:+0.8;Momentum:+0.9;LowVol:-0.8 | null | 5 | 35 | 5.6 | trailing 10% | 137 | 13.6 | Bull | 13 | 4.96 | 2.1 | 106 | 63 | 94 | 45 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | 9 | BrokerD | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -45 | -42 | 64 | 4 | false | Increase defensive factor exposure |
P5959 | Active | Taxable | USD | 2025-08-16 | 1,487,053 | 99,290 | 1,387,763 | 1 | 51.7 | 29.3 | 12.1 | 6.9 | BND:30.7%;GLD:30.7%;MUB:20.6%;TLT:18.0% | US:62.2;EU:16.1;APAC:8.2;EM:10.0;Other:3.5 | Value:+0.5;Growth:+0.9;Quality:-0.2;Size:+0.7;Momentum:+0.6;LowVol:+0.5 | NoDerivatives | 8 | 35 | 4.8 | trailing 9% | 202 | 26 | Bull | 14 | 3.74 | 2.5 | 119 | 3 | 52 | 35 | false | Buy | Add to core equity +1% | 15 | -6 | BrokerC | MKT | 100 | null | null | Normal monitoring | 102 | -11 | 160 | 4 | false | Monitor dispersion and breadth |
P5960 | Cautious | Roth | USD | 2024-07-22 | 315,669 | 30,495 | 285,174 | 1 | 39.5 | 41.7 | 7.5 | 11.3 | TLT:26.9%;QQQ:26.9%;XLF:26.9%;VTI:19.2% | US:64.1;EU:14.5;APAC:12.5;EM:8.3;Other:0.6 | Value:-0.8;Growth:-0.5;Quality:+0.6;Size:-0.7;Momentum:+0.4;LowVol:+0.8 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 5 | 35 | 4.8 | trailing 10% | 100 | 12.2 | Sideways | 15 | 4.95 | 2.5 | 92 | 26 | 64 | 24 | false | Buy | Add to core equity +1% | 31 | -32 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 86 | -42 | 123 | 4 | false | Increase defensive factor exposure |
P5961 | Opportunistic | Roth | USD | 2024-09-17 | 1,215,850 | 63,157 | 1,152,693 | 1 | 67 | 17.6 | 6.9 | 8.4 | MUB:34.0%;IEF:32.0%;VOO:34.0% | US:64.3;EU:8.2;APAC:17.1;EM:9.3;Other:1.1 | Value:0.0;Growth:+1.0;Quality:-0.3;Size:-0.5;Momentum:-0.3;LowVol:-0.4 | MaxPos8%;NoDerivatives | 7 | 30 | 6.8 | trailing 9% | 250 | 24 | Sideways | 20.9 | 4.36 | 2.9 | 119 | 38 | 68 | 69 | false | Rebalance | Shift +1% to bonds from equity | 24 | 1 | BrokerD | LMT | 85 | null | null | Normal monitoring | 13 | -16 | 75 | 3 | false | Within IPS guidelines |
P5962 | Systematic | Trust | USD | 2025-05-03 | 1,946,329 | 183,914 | 1,762,415 | 1 | 67.2 | 24.1 | 0.1 | 8.6 | GLD:12.3%;MUB:22.5%;TSLA:15.9%;VTI:18.7%;TLT:16.9%;VNQ:13.7% | US:64.2;EU:13.6;APAC:14.4;EM:6.7;Other:1.1 | Value:+0.4;Growth:-1.0;Quality:+0.9;Size:+0.6;Momentum:0.0;LowVol:+0.3 | MaxPos5% | 7 | 25 | 5.6 | hard 12% | 152 | 26.2 | Bear | 29.5 | 3.22 | 1.1 | 137 | 1 | 45 | 70 | false | Sell | Trim extended winner -1% | 8 | -15 | BrokerA | MKT | 96 | null | null | Normal monitoring | 32 | -14 | 21 | 4 | false | Tax-aware sells next window |
P5963 | Opportunistic | IRA | USD | 2025-09-08 | 1,063,796 | 69,206 | 994,590 | 1 | 75.1 | 12.1 | 7 | 5.8 | GLD:19.4%;IEF:18.8%;VOO:19.0%;AAPL:12.6%;VTI:8.8%;AMZN:21.4% | US:70.3;EU:9.8;APAC:11.1;EM:6.1;Other:2.6 | Value:+0.1;Growth:-0.6;Quality:-0.2;Size:+0.1;Momentum:-0.3;LowVol:+0.2 | null | 8 | 30 | 6.7 | trailing 9% | 219 | 28.5 | Volatile | 20.2 | 5.45 | 4.4 | 143 | -28 | 34 | 64 | false | Buy | Add to core equity +1% | -3 | -29 | BrokerB | VWAP | 89 | null | null | Normal monitoring | 42 | -35 | 130 | 5 | false | Tighten stops on momentum names |
P5964 | Opportunistic | 401k | USD | 2024-12-10 | 1,033,018 | 56,846 | 976,172 | 1.06 | 65.8 | 15.9 | 11.8 | 6.5 | HYG:20.4%;IEF:14.4%;MUB:9.4%;MSFT:20.7%;VTI:14.3%;TLT:20.7% | US:63.7;EU:11.5;APAC:12.8;EM:9.5;Other:2.4 | Value:0.0;Growth:-0.8;Quality:+0.2;Size:+0.2;Momentum:+0.8;LowVol:-0.2 | MaxPos7% | 5 | 35 | 6.3 | trailing 7% | 162 | 29 | Bear | 31.5 | 4.3 | 1.8 | 155 | -54 | 14 | 90 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -29 | BrokerA | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 84 | -4 | 202 | 5 | false | Within IPS guidelines |
P5965 | Cautious | 401k | USD | 2024-09-30 | 223,350 | 20,777 | 202,573 | 1 | 44.9 | 38.2 | 0 | 16.9 | VTI:8.2%;VNQ:21.7%;BRK.B:19.8%;IEF:21.7%;GLD:21.7%;MSFT:6.9% | US:67.2;EU:10.8;APAC:9.0;EM:10.0;Other:2.9 | Value:-0.9;Growth:+0.9;Quality:+0.4;Size:-0.8;Momentum:+0.8;LowVol:-0.5 | NoDerivatives;NoMargin | 6 | 25 | 4.1 | trailing 10% | 157 | 12.2 | Volatile | 22.8 | 4.77 | 4 | 156 | -31 | 47 | 45 | true | Hedge | Buy index puts 1% notional | 0 | -15 | BrokerB | LMT | 94 | VAR>budget | Pause | Risk above budget threshold | 63 | -13 | 125 | 5 | false | Tighten stops on momentum names |
P5966 | Opportunistic | Trust | USD | 2024-07-24 | 892,995 | 46,824 | 846,171 | 1 | 74.6 | 10.1 | 7.3 | 8 | TLT:23.4%;VTI:23.4%;XLF:23.4%;BRK.B:21.2%;MSFT:8.5% | US:76.2;EU:7.2;APAC:9.7;EM:5.2;Other:1.6 | Value:+0.3;Growth:-0.3;Quality:+0.5;Size:+0.3;Momentum:+0.1;LowVol:+0.4 | null | 6 | 30 | 6.7 | trailing 9% | 221 | 25 | Volatile | 22.7 | 4.15 | 4.1 | 126 | 22 | 64 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | -26 | BrokerA | VWAP | 90 | VAR>budget | Hedge | Risk above budget threshold | -60 | -36 | -44 | 3 | false | Monitor dispersion and breadth |
P5967 | Hands-off | Trust | USD | 2024-07-16 | 640,628 | 53,178 | 587,450 | 1 | 63.1 | 27.1 | 0 | 9.7 | AAPL:18.3%;GLD:20.6%;IEF:13.7%;BND:9.8%;MUB:16.4%;VTI:21.2% | US:69.8;EU:13.1;APAC:10.4;EM:4.0;Other:2.7 | Value:+0.5;Growth:+0.7;Quality:-0.8;Size:-0.2;Momentum:+0.1;LowVol:-0.5 | MaxPos6%;NoDerivatives | 7 | 30 | 4.5 | trailing 10% | 119 | 12.9 | Volatile | 20.1 | 5.12 | 2.4 | 178 | -44 | 22 | 62 | false | Rebalance | Shift +1% to bonds from equity | 28 | -37 | BrokerC | LMT | 100 | null | null | Normal monitoring | 110 | 7 | 202 | 5 | false | Tax-aware sells next window |
P5968 | Active | Taxable | USD | 2025-01-28 | 639,870 | 53,180 | 586,690 | 1 | 65 | 18.9 | 8.7 | 7.5 | AAPL:22.6%;VTI:22.6%;BRK.B:16.8%;GLD:22.6%;VNQ:15.3% | US:67.8;EU:11.7;APAC:13.1;EM:4.2;Other:3.1 | Value:+0.8;Growth:0.0;Quality:+0.3;Size:+0.4;Momentum:-0.5;LowVol:+1.0 | NoDerivatives | 10 | 35 | 4.6 | hard 12% | 185 | 26.1 | Bull | 13.2 | 3.64 | 2.6 | 94 | 18 | 72 | 43 | false | Sell | Trim extended winner -1% | 22 | -23 | BrokerD | LMT | 96 | null | null | Normal monitoring | 107 | -41 | 204 | 3 | false | Tighten stops on momentum names |
P5969 | Hands-off | Taxable | USD | 2025-07-07 | 628,189 | 33,192 | 594,997 | 1 | 57.8 | 28.8 | 4.4 | 9 | AAPL:23.0%;MUB:12.1%;VNQ:23.0%;XLF:10.1%;AMZN:8.8%;QQQ:23.0% | US:55.9;EU:17.3;APAC:11.0;EM:12.7;Other:3.0 | Value:-0.6;Growth:+0.8;Quality:-0.8;Size:-0.9;Momentum:+0.2;LowVol:-0.3 | NoDerivatives | 8 | 35 | 3.5 | hard 10% | 93 | 17 | Bull | 15.5 | 4.52 | 2.2 | 104 | 4 | 51 | 42 | false | Buy | Add to core equity +1% | 1 | 10 | BrokerB | LMT | 86 | null | null | Normal monitoring | 2 | -6 | 20 | 3 | false | Within IPS guidelines |
P5970 | Opportunistic | Taxable | USD | 2024-10-05 | 1,130,248 | 69,127 | 1,061,121 | 1 | 67.7 | 19.7 | 4 | 8.5 | QQQ:20.6%;GLD:21.1%;IEF:22.9%;BND:22.9%;VTI:12.6% | US:77.0;EU:7.9;APAC:6.8;EM:7.0;Other:1.3 | Value:-0.4;Growth:-0.3;Quality:-1.0;Size:+0.1;Momentum:+0.3;LowVol:+0.4 | MaxPos5%;NoDerivatives | 10 | 25 | 5.6 | hard 12% | 244 | 35 | Volatile | 24.8 | 5.01 | 2.1 | 135 | 14 | 53 | 75 | true | Rebalance | Rebalance back to target bands | 31 | -38 | BrokerC | LMT | 97 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -14 | 4 | -3 | 2 | false | Monitor dispersion and breadth |
P5971 | Cautious | IRA | USD | 2025-10-21 | 327,857 | 35,603 | 292,254 | 1 | 48.1 | 39.8 | 0.4 | 11.7 | HYG:21.7%;IEF:21.7%;AMZN:20.2%;MUB:15.2%;QQQ:21.2% | US:60.9;EU:11.7;APAC:14.2;EM:10.4;Other:2.8 | Value:+0.2;Growth:+0.1;Quality:+0.3;Size:+0.6;Momentum:-0.1;LowVol:+1.0 | MaxPos6%;NoMargin | 5 | 30 | 4.7 | trailing 8% | 160 | 19.4 | Volatile | 28.8 | 4.35 | 2.7 | 137 | -49 | 34 | 60 | false | Buy | Add to core equity +1% | -8 | -30 | BrokerC | MKT | 98 | null | null | Normal monitoring | 6 | -32 | 65 | 4 | false | Within IPS guidelines |
P5972 | Hands-off | Trust | USD | 2024-10-10 | 199,471 | 16,119 | 183,352 | 1 | 59.4 | 29.6 | 2.2 | 8.8 | TSLA:33.3%;IEF:33.3%;QQQ:33.3% | US:58.5;EU:16.3;APAC:13.8;EM:8.8;Other:2.6 | Value:+0.4;Growth:-0.4;Quality:+0.9;Size:+0.2;Momentum:-0.3;LowVol:+0.4 | ESGOnly | 5 | 25 | 5.7 | hard 10% | 100 | 14.1 | Bull | 12.6 | 4.49 | 2.6 | 119 | 50 | 71 | 34 | false | Hedge | Add TLT +1% as duration hedge | 34 | -37 | BrokerC | LMT | 85 | null | null | Normal monitoring | -54 | -7 | -83 | 5 | false | Monitor dispersion and breadth |
P5973 | Hands-off | IRA | USD | 2025-06-08 | 820,812 | 79,040 | 741,772 | 1 | 57.1 | 24.5 | 12.8 | 5.5 | HYG:34.0%;TSLA:32.0%;QQQ:34.0% | US:68.4;EU:7.9;APAC:9.6;EM:11.0;Other:3.0 | Value:-0.0;Growth:-0.6;Quality:+0.6;Size:+0.2;Momentum:+0.7;LowVol:-0.7 | MaxPos7%;NoDerivatives | 5 | 25 | 3.7 | trailing 10% | 146 | 13.9 | Bull | 14.7 | 4.71 | 2.1 | 72 | 68 | 87 | 40 | false | Sell | Trim extended winner -1% | 21 | 2 | BrokerA | LMT | 87 | null | null | Normal monitoring | 10 | -45 | 8 | 5 | false | Tax-aware sells next window |
P5974 | Systematic | Taxable | USD | 2024-09-26 | 1,378,741 | 92,594 | 1,286,147 | 1 | 64 | 28 | 0 | 8 | XLF:24.4%;TSLA:24.4%;GLD:15.5%;BRK.B:11.2%;HYG:24.4% | US:59.7;EU:16.5;APAC:12.9;EM:8.9;Other:2.0 | Value:-0.5;Growth:-0.1;Quality:-0.1;Size:-0.3;Momentum:-0.6;LowVol:+0.9 | null | 6 | 35 | 4.3 | trailing 8% | 149 | 27 | Volatile | 21.8 | 3.9 | 3.5 | 173 | -42 | 31 | 68 | false | Hedge | Add TLT +1% as duration hedge | -10 | -13 | BrokerB | MKT | 98 | null | null | Normal monitoring | -27 | -50 | -23 | 3 | false | Tax-aware sells next window |
P5975 | Hands-off | Roth | USD | 2024-08-25 | 614,544 | 33,880 | 580,664 | 1 | 62.4 | 28.6 | 0 | 9 | MSFT:33.3%;BRK.B:33.3%;TLT:33.3% | US:66.3;EU:16.0;APAC:8.6;EM:8.6;Other:0.5 | Value:+0.1;Growth:-0.8;Quality:+0.5;Size:+0.5;Momentum:-0.9;LowVol:+0.5 | ESGOnly;MaxPos6%;NoDerivatives | 8 | 30 | 5.2 | trailing 10% | 134 | 19.7 | Bull | 15.8 | 4.83 | 2.2 | 97 | 119 | 100 | 49 | true | Reduce | Cut high-beta by 2-3%, add cash | 12 | -19 | BrokerC | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 97 | -42 | 164 | 2 | false | Tighten stops on momentum names |
P5976 | Cautious | Roth | USD | 2025-10-20 | 666,251 | 105,173 | 561,078 | 1 | 39.9 | 44.5 | 4 | 11.6 | MSFT:33.3%;VTI:33.3%;VNQ:33.3% | US:71.2;EU:7.8;APAC:13.4;EM:6.5;Other:1.1 | Value:+0.9;Growth:+0.1;Quality:-0.0;Size:-1.0;Momentum:-0.6;LowVol:+0.4 | MaxPos7%;NoMargin | 6 | 30 | 5.6 | trailing 10% | 140 | 17.5 | Sideways | 18.9 | 3.7 | 2.1 | 95 | 47 | 84 | 43 | false | Rebalance | Shift +1% to bonds from equity | 25 | -32 | BrokerA | MKT | 88 | null | null | Normal monitoring | 47 | -5 | 186 | 5 | false | Increase defensive factor exposure |
P5977 | Opportunistic | 401k | USD | 2025-01-06 | 793,796 | 54,576 | 739,220 | 1 | 60.2 | 17.6 | 15 | 7.2 | BRK.B:18.6%;VNQ:12.0%;MSFT:15.1%;VTI:15.2%;IEF:18.6%;TSLA:20.6% | US:64.5;EU:10.2;APAC:6.8;EM:13.7;Other:4.8 | Value:+0.8;Growth:-0.9;Quality:+0.9;Size:-1.0;Momentum:+0.6;LowVol:-0.1 | null | 5 | 30 | 6.2 | trailing 7% | 265 | 29.6 | Bear | 23.4 | 4.2 | 1.3 | 155 | 38 | 78 | 71 | true | Rebalance | Rebalance back to target bands | -9 | -2 | BrokerC | VWAP | 88 | VAR>budget | Hedge | Risk above budget threshold | -21 | 5 | 64 | 3 | false | Increase defensive factor exposure |
P5978 | Cautious | IRA | USD | 2025-10-02 | 782,608 | 73,474 | 709,134 | 1 | 40.4 | 35.9 | 12 | 11.7 | MSFT:30.0%;GLD:35.0%;AMZN:35.0% | US:59.2;EU:17.8;APAC:13.5;EM:5.2;Other:4.3 | Value:-0.2;Growth:+0.2;Quality:+0.8;Size:+0.4;Momentum:+0.3;LowVol:-0.6 | ESGOnly;NoMargin | 7 | 25 | 6 | trailing 10% | 143 | 15.9 | Sideways | 17.6 | 4.54 | 2.6 | 91 | 21 | 52 | 37 | false | Rebalance | Shift +1% to bonds from equity | -2 | -37 | BrokerA | LMT | 91 | null | null | Normal monitoring | 28 | -46 | 150 | 4 | false | Monitor dispersion and breadth |
P5979 | Hands-off | Trust | USD | 2025-11-03 | 392,691 | 39,259 | 353,432 | 1 | 60.5 | 26 | 6 | 7.5 | MSFT:16.0%;TLT:28.6%;IEF:26.8%;TSLA:28.6% | US:73.8;EU:8.9;APAC:6.7;EM:5.9;Other:4.7 | Value:+0.6;Growth:+0.9;Quality:-0.2;Size:+0.8;Momentum:+0.3;LowVol:-0.3 | null | 6 | 30 | 5 | hard 10% | 117 | 15.7 | Volatile | 29 | 4.54 | 2.2 | 153 | 74 | 89 | 71 | true | Hedge | Buy index puts 1% notional | 5 | -1 | BrokerB | MKT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -15 | 0 | 110 | 2 | false | Tighten stops on momentum names |
P5980 | Opportunistic | IRA | USD | 2025-02-14 | 733,194 | 23,644 | 709,550 | 1 | 74.9 | 17.4 | 2.1 | 5.7 | VNQ:33.3%;MSFT:33.3%;AAPL:33.3% | US:68.3;EU:15.8;APAC:11.1;EM:3.5;Other:1.4 | Value:-0.1;Growth:-0.6;Quality:+0.8;Size:+0.3;Momentum:-0.3;LowVol:+0.1 | null | 8 | 25 | 6.9 | hard 12% | 264 | 33.9 | Volatile | 25 | 4.3 | 3.1 | 143 | 69 | 81 | 69 | true | Reduce | Cut high-beta by 2-3%, add cash | 12 | -15 | BrokerD | MKT | 89 | VAR>budget | Reduce | Risk above budget threshold | -45 | -1 | -81 | 3 | false | Increase defensive factor exposure |
P5981 | Cautious | Trust | USD | 2025-05-03 | 432,462 | 40,779 | 391,683 | 1 | 45.8 | 31.4 | 6.2 | 16.6 | TSLA:35.0%;BND:35.0%;BRK.B:29.9% | US:75.9;EU:7.3;APAC:6.0;EM:6.1;Other:4.7 | Value:+0.4;Growth:-1.0;Quality:+0.7;Size:-0.9;Momentum:-0.5;LowVol:+0.3 | ESGOnly;MaxPos6%;NoMargin | 5 | 25 | 3.9 | trailing 10% | 161 | 14.2 | Bear | 27 | 3.86 | 2 | 139 | -105 | 5 | 58 | false | Sell | Trim extended winner -1% | -14 | -39 | BrokerD | MKT | 99 | null | null | Normal monitoring | -47 | -20 | 0 | 4 | false | Within IPS guidelines |
P5982 | Opportunistic | IRA | USD | 2024-07-08 | 732,669 | 23,776 | 708,893 | 1.06 | 74.4 | 13.4 | 3.4 | 8.9 | MUB:33.3%;AMZN:33.3%;MSFT:33.3% | US:57.6;EU:18.6;APAC:13.3;EM:9.1;Other:1.4 | Value:+0.8;Growth:+0.4;Quality:-1.0;Size:-0.8;Momentum:0.0;LowVol:-0.2 | MaxPos7% | 7 | 35 | 4.4 | hard 12% | 273 | 30.1 | Sideways | 15.2 | 4.33 | 3.3 | 91 | -1 | 36 | 45 | true | Hedge | Buy index puts 1% notional | 10 | -35 | BrokerD | VWAP | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 115 | -7 | 128 | 3 | false | Increase defensive factor exposure |
P5983 | Opportunistic | IRA | USD | 2024-08-14 | 1,627,487 | 100,312 | 1,527,175 | 1 | 72.3 | 15.9 | 3.1 | 8.6 | QQQ:19.9%;AAPL:13.5%;AMZN:24.8%;VNQ:24.8%;TLT:17.0% | US:62.6;EU:15.0;APAC:11.9;EM:8.7;Other:1.7 | Value:+0.9;Growth:-0.4;Quality:-0.0;Size:-0.4;Momentum:-0.0;LowVol:+0.2 | MaxPos5% | 8 | 30 | 5.5 | trailing 9% | 227 | 26.3 | Bear | 23.2 | 3.16 | 2 | 220 | -22 | 54 | 62 | false | Sell | Trim extended winner -1% | 24 | -34 | BrokerB | MKT | 96 | null | null | Normal monitoring | -24 | -55 | 97 | 5 | false | Within IPS guidelines |
P5984 | Cautious | Roth | USD | 2024-12-23 | 848,775 | 74,849 | 773,926 | 1 | 45.1 | 38.6 | 0 | 16.3 | MSFT:20.5%;MUB:6.3%;QQQ:18.2%;VNQ:20.5%;TSLA:17.2%;XLF:17.3% | US:56.1;EU:21.2;APAC:6.9;EM:12.2;Other:3.5 | Value:-0.7;Growth:-0.4;Quality:-0.3;Size:-0.9;Momentum:-0.2;LowVol:-0.7 | NoMargin | 6 | 25 | 5.5 | hard 10% | 161 | 14.2 | Bear | 34.9 | 3.41 | 2.7 | 196 | 27 | 72 | 66 | false | Buy | Add to core equity +1% | 26 | 10 | BrokerD | MKT | 88 | null | null | Normal monitoring | 109 | -34 | 149 | 5 | false | Monitor dispersion and breadth |
P5985 | Cautious | 401k | USD | 2025-11-02 | 630,086 | 71,879 | 558,207 | 1 | 52.8 | 33.4 | 2.2 | 11.5 | HYG:35.6%;GLD:28.8%;IEF:35.6% | US:68.6;EU:15.8;APAC:6.1;EM:6.6;Other:2.9 | Value:+0.2;Growth:-0.5;Quality:-0.3;Size:+0.3;Momentum:-1.0;LowVol:+0.8 | NoMargin | 5 | 30 | 3.6 | hard 10% | 111 | 12.6 | Volatile | 30.8 | 4.95 | 2.8 | 122 | 10 | 43 | 80 | true | Rebalance | Rebalance back to target bands | -1 | -39 | BrokerC | LMT | 98 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 115 | -45 | 120 | 3 | false | Monitor dispersion and breadth |
P5986 | Systematic | Taxable | USD | 2024-09-12 | 1,929,304 | 164,316 | 1,764,988 | 1 | 64.2 | 30.5 | 0 | 5.3 | TLT:20.2%;TSLA:18.2%;AAPL:16.2%;QQQ:20.2%;VTI:18.4%;AMZN:6.9% | US:68.2;EU:14.7;APAC:7.3;EM:6.6;Other:3.1 | Value:-0.2;Growth:-0.4;Quality:+0.5;Size:-0.9;Momentum:-0.6;LowVol:-0.8 | null | 6 | 30 | 4.5 | trailing 9% | 168 | 16.9 | Volatile | 28.6 | 4.7 | 3.7 | 141 | 80 | 99 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | -12 | BrokerB | VWAP | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 33 | -56 | 100 | 2 | true | Tax-aware sells next window |
P5987 | Systematic | Roth | USD | 2025-12-20 | 1,503,339 | 70,398 | 1,432,941 | 1 | 62.3 | 29 | 0 | 8.7 | AMZN:33.3%;TLT:33.3%;BND:33.3% | US:71.9;EU:6.9;APAC:5.5;EM:12.7;Other:3.0 | Value:+0.3;Growth:-0.7;Quality:-0.7;Size:-0.5;Momentum:-0.3;LowVol:+0.1 | MaxPos8% | 8 | 25 | 5.9 | trailing 8% | 197 | 20.8 | Bull | 14.7 | 4.87 | 2.2 | 74 | 106 | 100 | 42 | false | NoAction | Within bands; monitor | 5 | 8 | BrokerC | LMT | 95 | null | null | Normal monitoring | 73 | 10 | 72 | 3 | false | Tax-aware sells next window |
P5988 | Hands-off | IRA | USD | 2025-04-11 | 392,487 | 18,023 | 374,464 | 1 | 64.5 | 22.8 | 5.4 | 7.3 | IEF:25.1%;QQQ:25.1%;MSFT:24.6%;XLF:25.1% | US:71.2;EU:6.7;APAC:9.1;EM:10.2;Other:2.8 | Value:+0.7;Growth:-0.8;Quality:-0.8;Size:+0.2;Momentum:+0.9;LowVol:+0.9 | null | 8 | 25 | 5.4 | trailing 8% | 143 | 18.5 | Volatile | 25.5 | 3.85 | 3.4 | 121 | -29 | 32 | 69 | false | Sell | Trim extended winner -1% | 27 | -28 | BrokerC | MKT | 94 | null | null | Normal monitoring | 43 | -10 | 12 | 3 | false | Increase defensive factor exposure |
P5989 | Opportunistic | Roth | USD | 2025-01-29 | 1,234,535 | 83,788 | 1,150,747 | 1 | 73.4 | 10.9 | 7.1 | 8.5 | TLT:10.2%;HYG:24.5%;TSLA:24.5%;VTI:16.3%;VNQ:24.5% | US:76.4;EU:8.2;APAC:9.5;EM:3.3;Other:2.6 | Value:+0.3;Growth:-0.7;Quality:+0.1;Size:-0.5;Momentum:+0.3;LowVol:+0.3 | MaxPos5% | 6 | 30 | 4.3 | trailing 9% | 203 | 21.1 | Volatile | 21.9 | 4.74 | 2.4 | 135 | -35 | 35 | 64 | false | NoAction | Within bands; monitor | 5 | -22 | BrokerA | MKT | 0 | null | null | Normal monitoring | -18 | 17 | 56 | 4 | false | Monitor dispersion and breadth |
P5990 | Hands-off | Roth | USD | 2025-04-09 | 713,579 | 41,997 | 671,582 | 1 | 66.9 | 19.5 | 5.2 | 8.4 | QQQ:33.3%;BRK.B:33.3%;MUB:33.3% | US:68.9;EU:15.3;APAC:9.6;EM:4.2;Other:1.9 | Value:+0.5;Growth:-0.1;Quality:+0.7;Size:-0.5;Momentum:+0.7;LowVol:+0.3 | null | 10 | 35 | 5 | trailing 8% | 155 | 12.4 | Volatile | 22 | 4.64 | 4.2 | 143 | 63 | 71 | 62 | false | Sell | Trim extended winner -1% | 35 | -6 | BrokerD | LMT | 87 | null | null | Normal monitoring | 9 | -48 | 57 | 4 | false | Tax-aware sells next window |
P5991 | Hands-off | Roth | USD | 2024-11-18 | 663,785 | 56,908 | 606,877 | 1 | 59.3 | 16.8 | 17 | 6.9 | TSLA:33.3%;GLD:33.3%;AAPL:33.3% | US:67.8;EU:13.7;APAC:9.4;EM:8.1;Other:1.0 | Value:+0.4;Growth:-0.4;Quality:-0.8;Size:-0.1;Momentum:+0.6;LowVol:-0.5 | ESGOnly | 6 | 25 | 3.6 | hard 10% | 155 | 18.3 | Bear | 25.3 | 3.04 | 2.7 | 188 | -81 | 8 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | -31 | BrokerC | MKT | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -45 | 15 | -2 | 5 | false | Monitor dispersion and breadth |
P5992 | Cautious | Roth | USD | 2025-01-15 | 687,326 | 105,819 | 581,507 | 1 | 38.2 | 36.1 | 14 | 11.7 | TSLA:17.2%;TLT:16.2%;VNQ:17.7%;BND:24.4%;XLF:24.4% | US:71.8;EU:7.0;APAC:5.6;EM:11.7;Other:3.8 | Value:-0.1;Growth:-0.1;Quality:-0.1;Size:+0.5;Momentum:+0.8;LowVol:+0.9 | ESGOnly;NoMargin | 8 | 35 | 4 | hard 10% | 130 | 20 | Bull | 12.5 | 3.73 | 2.8 | 99 | 102 | 100 | 37 | false | Rebalance | Shift +1% to bonds from equity | 29 | -11 | BrokerB | LMT | 86 | null | null | Normal monitoring | -32 | 16 | 79 | 3 | false | Increase defensive factor exposure |
P5993 | Cautious | IRA | USD | 2024-12-13 | 862,497 | 81,531 | 780,966 | 1 | 50.8 | 37 | 0 | 12.3 | IEF:23.1%;VTI:23.1%;TSLA:7.7%;QQQ:23.0%;VNQ:23.1% | US:75.7;EU:6.7;APAC:13.1;EM:3.7;Other:0.8 | Value:+0.4;Growth:-0.9;Quality:+0.1;Size:-0.1;Momentum:+0.7;LowVol:-0.7 | NoMargin | 5 | 25 | 3.1 | hard 10% | 101 | 17.7 | Bull | 14.9 | 3.66 | 2.7 | 84 | 83 | 100 | 38 | false | NoAction | Within bands; monitor | -5 | -9 | BrokerC | MKT | 0 | null | null | Normal monitoring | 49 | 11 | 81 | 3 | false | Within IPS guidelines |
P5994 | Systematic | 401k | USD | 2025-12-25 | 1,206,904 | 103,704 | 1,103,200 | 1 | 64.1 | 28 | 0 | 7.9 | VOO:12.1%;MSFT:24.2%;MUB:15.3%;HYG:24.2%;BRK.B:24.2% | US:65.8;EU:14.5;APAC:9.3;EM:8.2;Other:2.2 | Value:+0.5;Growth:+0.8;Quality:+0.4;Size:+0.1;Momentum:-0.9;LowVol:+0.4 | null | 10 | 25 | 5.3 | trailing 9% | 209 | 27.6 | Sideways | 18.5 | 4.18 | 3.2 | 134 | 32 | 63 | 60 | false | Buy | Add to core equity +1% | 18 | -36 | BrokerA | VWAP | 100 | null | null | Normal monitoring | 114 | -36 | 163 | 4 | false | Monitor dispersion and breadth |
P5995 | Active | 401k | USD | 2025-04-28 | 2,452,576 | 275,835 | 2,176,741 | 1 | 64.4 | 28.4 | 0 | 7.2 | XLF:17.1%;VTI:19.7%;AMZN:17.0%;MSFT:18.8%;VNQ:10.2%;AAPL:17.2% | US:58.7;EU:17.5;APAC:12.9;EM:6.8;Other:4.1 | Value:+0.3;Growth:+0.6;Quality:-0.1;Size:-0.9;Momentum:-0.5;LowVol:+0.3 | NoDerivatives | 5 | 30 | 4.9 | hard 12% | 217 | 17.5 | Bull | 13.8 | 3.56 | 3.1 | 112 | 86 | 89 | 54 | false | Buy | Add to core equity +1% | 5 | -38 | BrokerD | LMT | 97 | null | null | Normal monitoring | 29 | -39 | 59 | 3 | false | Within IPS guidelines |
P5996 | Active | Trust | USD | 2025-07-09 | 1,739,228 | 131,343 | 1,607,885 | 1.08 | 61.2 | 24.5 | 7.4 | 6.9 | HYG:25.8%;VNQ:25.2%;MSFT:23.3%;TSLA:25.8% | US:62.7;EU:14.4;APAC:11.2;EM:9.5;Other:2.2 | Value:-0.9;Growth:+0.3;Quality:-0.2;Size:-0.4;Momentum:-0.5;LowVol:+0.9 | NoDerivatives | 6 | 30 | 5.6 | trailing 8% | 218 | 16.5 | Sideways | 17.6 | 4.38 | 2.5 | 107 | 56 | 93 | 55 | false | Buy | Add to core equity +1% | -10 | -10 | BrokerB | LMT | 90 | null | null | Normal monitoring | 10 | 16 | 38 | 5 | false | Tax-aware sells next window |
P5997 | Hands-off | 401k | USD | 2025-03-20 | 279,236 | 16,040 | 263,196 | 1 | 66.4 | 27.5 | 0 | 6.1 | XLF:19.3%;QQQ:14.3%;HYG:10.3%;BND:21.8%;GLD:12.9%;BRK.B:21.4% | US:70.1;EU:9.3;APAC:10.6;EM:9.7;Other:0.4 | Value:-0.3;Growth:-0.1;Quality:+0.6;Size:-0.6;Momentum:+0.4;LowVol:+0.3 | null | 10 | 35 | 5 | hard 10% | 98 | 12.2 | Volatile | 21.2 | 4.24 | 2.4 | 171 | -59 | 8 | 52 | false | Hedge | Add TLT +1% as duration hedge | 2 | -33 | BrokerD | MKT | 92 | null | null | Normal monitoring | -22 | -39 | -48 | 5 | false | Within IPS guidelines |
P5998 | Opportunistic | Trust | USD | 2025-05-05 | 1,309,300 | 50,245 | 1,259,055 | 1.11 | 68.6 | 20.5 | 4.6 | 6.3 | AMZN:25.0%;VOO:25.0%;MUB:25.0%;VNQ:25.0% | US:69.9;EU:7.1;APAC:11.4;EM:10.4;Other:1.1 | Value:+0.3;Growth:+0.8;Quality:0.0;Size:+0.6;Momentum:+0.1;LowVol:+0.8 | null | 10 | 30 | 6 | trailing 7% | 163 | 31.1 | Volatile | 22.3 | 4.46 | 2.6 | 132 | 76 | 77 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 1 | 9 | BrokerC | MKT | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -12 | 14 | 124 | 4 | false | Monitor dispersion and breadth |
P5999 | Opportunistic | Taxable | USD | 2025-11-12 | 574,305 | 37,071 | 537,234 | 1 | 66.2 | 18.9 | 9 | 5.8 | QQQ:23.6%;HYG:10.0%;AMZN:13.4%;BND:13.1%;MSFT:23.6%;TSLA:16.2% | US:68.2;EU:9.3;APAC:13.1;EM:6.0;Other:3.4 | Value:-0.9;Growth:0.0;Quality:-0.0;Size:-0.4;Momentum:+0.7;LowVol:+0.8 | null | 5 | 30 | 4.6 | trailing 7% | 211 | 24.5 | Bull | 11.2 | 4.2 | 3.3 | 101 | 117 | 100 | 37 | false | Sell | Trim extended winner -1% | 34 | -37 | BrokerB | LMT | 99 | null | null | Normal monitoring | 79 | -10 | 139 | 5 | false | Tax-aware sells next window |
P6000 | Cautious | Taxable | USD | 2025-06-27 | 454,087 | 43,012 | 411,075 | 1 | 43.7 | 38.1 | 2.3 | 15.9 | QQQ:22.5%;MUB:8.0%;VOO:22.5%;VNQ:16.9%;TSLA:16.2%;BND:14.0% | US:69.9;EU:11.2;APAC:9.9;EM:4.8;Other:4.2 | Value:+0.1;Growth:-0.2;Quality:-0.9;Size:-0.6;Momentum:+0.1;LowVol:+0.2 | NoDerivatives;NoMargin | 8 | 25 | 5.9 | trailing 8% | 110 | 15.1 | Bear | 31.9 | 3.77 | 2 | 217 | -74 | 22 | 64 | false | Rebalance | Shift +1% to bonds from equity | 4 | -28 | BrokerA | MKT | 91 | null | null | Normal monitoring | 24 | -33 | 44 | 5 | false | Increase defensive factor exposure |
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