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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P6001 | Hands-off | IRA | USD | 2025-03-18 | 501,676 | 25,067 | 476,609 | 1 | 60.2 | 20.5 | 14 | 5.3 | MSFT:18.5%;VOO:21.5%;TLT:19.1%;HYG:21.5%;BND:13.2%;XLF:6.1% | US:60.4;EU:9.5;APAC:14.0;EM:12.0;Other:4.2 | Value:-0.1;Growth:-0.8;Quality:-0.5;Size:+0.2;Momentum:+0.6;LowVol:+0.7 | ESGOnly;NoDerivatives | 8 | 25 | 3.9 | trailing 8% | 110 | 14.8 | Bear | 31 | 4.15 | 2 | 212 | -92 | 5 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | -20 | BrokerC | LMT | 96 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 8 | 12 | 108 | 4 | true | Increase defensive factor exposure |
P6002 | Opportunistic | Trust | USD | 2025-02-21 | 809,915 | 39,652 | 770,263 | 1 | 68 | 10.8 | 17.1 | 4.1 | BND:21.1%;AMZN:22.8%;AAPL:21.6%;HYG:14.3%;VTI:20.1% | US:59.3;EU:16.8;APAC:6.3;EM:12.1;Other:5.4 | Value:+0.9;Growth:-0.6;Quality:-0.5;Size:+0.8;Momentum:+0.6;LowVol:+0.7 | null | 5 | 30 | 6 | trailing 9% | 275 | 20.4 | Bull | 12.2 | 4.98 | 2.6 | 111 | 115 | 100 | 37 | false | Buy | Add to core equity +1% | 24 | -38 | BrokerD | MKT | 91 | null | null | Normal monitoring | -42 | -23 | -30 | 5 | false | Increase defensive factor exposure |
P6003 | Opportunistic | Taxable | USD | 2025-06-08 | 673,377 | 45,520 | 627,857 | 1 | 64.6 | 13.1 | 18.2 | 4.1 | AAPL:23.0%;TLT:12.0%;VTI:23.0%;VNQ:23.0%;BRK.B:18.9% | US:63.0;EU:9.9;APAC:10.1;EM:13.1;Other:4.0 | Value:-1.0;Growth:-0.6;Quality:-0.0;Size:+0.4;Momentum:+0.2;LowVol:+0.3 | null | 5 | 25 | 5.6 | trailing 9% | 235 | 30.6 | Bull | 12.7 | 4.73 | 3.5 | 94 | 107 | 99 | 49 | false | Buy | Add to core equity +1% | 13 | -35 | BrokerB | MKT | 88 | null | null | Normal monitoring | -22 | 10 | -27 | 5 | false | Within IPS guidelines |
P6004 | Systematic | Roth | USD | 2025-10-27 | 1,928,141 | 128,491 | 1,799,650 | 1 | 56 | 35 | 0.7 | 8.3 | IEF:21.5%;MSFT:26.2%;GLD:26.2%;TLT:26.2% | US:64.2;EU:10.3;APAC:15.6;EM:5.3;Other:4.6 | Value:-0.6;Growth:+0.2;Quality:-0.4;Size:-0.0;Momentum:-1.0;LowVol:0.0 | NoDerivatives | 6 | 30 | 5 | trailing 8% | 162 | 25.5 | Sideways | 20.2 | 3.95 | 3.2 | 124 | 44 | 64 | 52 | false | Rebalance | Shift +1% to bonds from equity | 34 | -26 | BrokerA | MKT | 86 | null | null | Normal monitoring | -22 | -26 | -59 | 4 | false | Tighten stops on momentum names |
P6005 | Hands-off | Roth | USD | 2024-07-13 | 449,100 | 42,983 | 406,117 | 1 | 61.7 | 29.3 | 0 | 9 | GLD:13.2%;VNQ:22.5%;BND:21.3%;AAPL:20.6%;MUB:22.5% | US:73.5;EU:5.0;APAC:10.0;EM:7.2;Other:4.2 | Value:-0.1;Growth:+0.6;Quality:-0.5;Size:-0.2;Momentum:+0.1;LowVol:-0.9 | MaxPos8% | 8 | 35 | 5.6 | trailing 8% | 120 | 18.8 | Volatile | 25.8 | 4.49 | 2.1 | 126 | 39 | 61 | 67 | false | Rebalance | Shift +1% to bonds from equity | 29 | 3 | BrokerB | LMT | 91 | null | null | Normal monitoring | 80 | -55 | 109 | 5 | false | Within IPS guidelines |
P6006 | Active | Taxable | USD | 2024-11-03 | 1,583,725 | 131,405 | 1,452,320 | 1 | 65.2 | 26.8 | 0 | 8 | QQQ:16.0%;HYG:12.0%;AMZN:20.8%;GLD:18.5%;BND:11.8%;AAPL:20.8% | US:69.4;EU:12.2;APAC:9.0;EM:8.5;Other:0.8 | Value:+0.4;Growth:-0.2;Quality:0.0;Size:+0.7;Momentum:-0.4;LowVol:-0.4 | null | 7 | 25 | 5.8 | trailing 8% | 172 | 24.6 | Bull | 13.7 | 3.63 | 3.4 | 115 | 32 | 69 | 41 | true | Hedge | Buy index puts 1% notional | 29 | -9 | BrokerC | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 73 | -50 | 210 | 4 | false | Within IPS guidelines |
P6007 | Opportunistic | Trust | USD | 2024-10-19 | 939,334 | 69,339 | 869,995 | 1 | 75.3 | 19.7 | 0 | 4.9 | TLT:33.6%;VNQ:32.8%;GLD:33.6% | US:68.6;EU:14.5;APAC:5.7;EM:7.6;Other:3.7 | Value:-0.8;Growth:+0.9;Quality:-0.3;Size:0.0;Momentum:+0.4;LowVol:-0.1 | MaxPos6% | 10 | 30 | 6.8 | trailing 9% | 184 | 24.2 | Sideways | 20.2 | 3.87 | 3.1 | 111 | 11 | 42 | 65 | false | Rebalance | Shift +1% to bonds from equity | 14 | 14 | BrokerB | MKT | 95 | null | null | Normal monitoring | 117 | -20 | 89 | 3 | false | Within IPS guidelines |
P6008 | Active | Trust | USD | 2025-11-25 | 2,073,848 | 182,693 | 1,891,155 | 1 | 63.7 | 26.5 | 1.9 | 8 | BND:24.4%;MUB:25.2%;VOO:25.2%;HYG:25.2% | US:62.9;EU:19.5;APAC:6.4;EM:7.7;Other:3.5 | Value:+0.8;Growth:+0.5;Quality:-0.6;Size:+0.1;Momentum:+0.6;LowVol:-0.1 | MaxPos6% | 10 | 30 | 5.1 | hard 12% | 152 | 20.4 | Volatile | 27.6 | 4.84 | 2.5 | 137 | 0 | 42 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -2 | BrokerA | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -56 | 0 | -91 | 3 | false | Monitor dispersion and breadth |
P6009 | Active | Roth | USD | 2025-01-26 | 590,276 | 53,511 | 536,765 | 1 | 63.6 | 29.6 | 0 | 6.8 | BRK.B:10.2%;AMZN:21.5%;GLD:19.2%;TSLA:20.6%;TLT:21.5%;BND:6.9% | US:67.6;EU:10.3;APAC:12.8;EM:7.0;Other:2.4 | Value:-1.0;Growth:+0.2;Quality:-0.0;Size:+0.8;Momentum:-0.1;LowVol:-0.9 | MaxPos7%;NoDerivatives | 8 | 30 | 4.9 | hard 12% | 213 | 23.5 | Bull | 15.2 | 4.94 | 2.6 | 91 | 44 | 68 | 39 | false | Rebalance | Shift +1% to bonds from equity | 1 | -13 | BrokerC | MKT | 89 | null | null | Normal monitoring | 41 | -22 | 56 | 5 | false | Tax-aware sells next window |
P6010 | Hands-off | IRA | USD | 2024-10-11 | 564,635 | 54,389 | 510,246 | 1 | 64.9 | 15.1 | 10.9 | 9.1 | BND:23.0%;TSLA:23.0%;AAPL:17.3%;IEF:22.8%;VTI:13.9% | US:70.7;EU:8.3;APAC:8.0;EM:11.2;Other:1.8 | Value:+0.6;Growth:+0.6;Quality:+0.1;Size:+0.2;Momentum:-0.2;LowVol:+0.6 | ESGOnly;MaxPos8% | 10 | 30 | 3.9 | trailing 8% | 109 | 19.3 | Volatile | 25.6 | 3.9 | 4.3 | 130 | 70 | 83 | 74 | true | Hedge | Buy index puts 1% notional | 6 | -16 | BrokerD | MKT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 71 | 3 | 38 | 2 | false | Tighten stops on momentum names |
P6011 | Systematic | 401k | USD | 2025-02-22 | 1,486,904 | 75,767 | 1,411,137 | 1 | 66.6 | 21.4 | 2.8 | 9.1 | BRK.B:23.3%;AMZN:23.3%;MUB:10.1%;BND:14.4%;GLD:17.7%;TLT:11.2% | US:63.6;EU:14.1;APAC:12.3;EM:7.1;Other:2.9 | Value:+0.3;Growth:-0.0;Quality:+0.7;Size:0.0;Momentum:+0.3;LowVol:-0.3 | null | 6 | 30 | 4.8 | trailing 8% | 203 | 20.1 | Bull | 11.8 | 4.18 | 3.4 | 119 | 9 | 54 | 45 | false | Rebalance | Shift +1% to bonds from equity | 0 | 0 | BrokerC | LMT | 95 | null | null | Normal monitoring | 107 | -2 | 218 | 3 | false | Tax-aware sells next window |
P6012 | Hands-off | Taxable | USD | 2025-10-04 | 357,251 | 30,528 | 326,723 | 1 | 72.6 | 19.8 | 0.4 | 7.1 | AMZN:14.2%;IEF:17.2%;AAPL:17.6%;BRK.B:16.3%;TSLA:20.2%;GLD:14.6% | US:64.8;EU:17.7;APAC:7.6;EM:9.2;Other:0.7 | Value:-0.3;Growth:-0.2;Quality:+0.6;Size:-0.9;Momentum:+0.4;LowVol:-0.2 | ESGOnly;MaxPos5% | 5 | 30 | 3.7 | trailing 8% | 150 | 17.3 | Bear | 27 | 4.49 | 2.5 | 168 | -48 | 18 | 87 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | 9 | BrokerA | VWAP | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -24 | -45 | 13 | 2 | false | Tax-aware sells next window |
P6013 | Opportunistic | Taxable | USD | 2025-06-28 | 462,304 | 14,806 | 447,498 | 1 | 63.3 | 16.1 | 15.3 | 5.3 | AAPL:16.0%;IEF:20.9%;VTI:11.9%;TSLA:17.8%;BND:16.9%;AMZN:16.4% | US:68.1;EU:7.7;APAC:9.1;EM:11.3;Other:3.8 | Value:-0.8;Growth:-0.7;Quality:+0.3;Size:+0.6;Momentum:-0.1;LowVol:+0.9 | NoDerivatives | 7 | 25 | 5.8 | trailing 7% | 271 | 23.7 | Bull | 12.3 | 3.86 | 2.8 | 82 | 64 | 76 | 52 | false | Rebalance | Shift +1% to bonds from equity | -7 | -28 | BrokerA | LMT | 96 | null | null | Normal monitoring | 83 | -41 | 103 | 4 | false | Monitor dispersion and breadth |
P6014 | Cautious | Trust | USD | 2025-03-27 | 440,106 | 40,252 | 399,854 | 1 | 40.9 | 40.7 | 7.5 | 10.9 | BRK.B:29.4%;MSFT:35.3%;AAPL:35.3% | US:54.0;EU:18.8;APAC:12.1;EM:10.0;Other:5.1 | Value:+0.3;Growth:-0.3;Quality:+0.9;Size:-0.1;Momentum:-0.7;LowVol:+1.0 | ESGOnly;NoMargin | 5 | 35 | 4.4 | trailing 10% | 113 | 17.6 | Bull | 12.3 | 4.72 | 2.6 | 89 | 86 | 83 | 25 | false | Rebalance | Shift +1% to bonds from equity | 33 | -16 | BrokerB | MKT | 98 | null | null | Normal monitoring | 82 | -35 | 197 | 3 | false | Tighten stops on momentum names |
P6015 | Active | Trust | USD | 2025-04-06 | 2,207,256 | 132,872 | 2,074,384 | 1 | 51.6 | 31.1 | 9 | 8.3 | HYG:17.7%;BND:23.6%;MSFT:23.6%;QQQ:11.4%;VTI:23.6% | US:66.3;EU:11.6;APAC:8.2;EM:10.3;Other:3.7 | Value:+0.5;Growth:-0.2;Quality:+0.6;Size:+0.4;Momentum:-0.3;LowVol:+0.5 | null | 8 | 30 | 4.3 | trailing 9% | 126 | 16.9 | Volatile | 31.4 | 3.92 | 2.8 | 135 | -39 | 29 | 75 | true | Hedge | Buy index puts 1% notional | -6 | 3 | BrokerC | MKT | 90 | VAR>budget | TightenStops | Risk above budget threshold | 5 | 20 | -25 | 4 | false | Within IPS guidelines |
P6016 | Cautious | Roth | USD | 2025-10-14 | 433,517 | 58,440 | 375,077 | 1 | 49.2 | 32.2 | 0.7 | 18 | BND:16.3%;XLF:11.9%;TSLA:24.0%;GLD:24.0%;HYG:24.0% | US:66.2;EU:9.9;APAC:13.2;EM:7.9;Other:2.9 | Value:+0.7;Growth:-0.8;Quality:+0.3;Size:-0.7;Momentum:+1.0;LowVol:-0.8 | ESGOnly;NoMargin | 7 | 30 | 3.3 | trailing 8% | 130 | 17.3 | Bear | 30.2 | 3.58 | 3 | 186 | -67 | 5 | 59 | false | Buy | Add to core equity +1% | 34 | -2 | BrokerA | VWAP | 88 | null | null | Normal monitoring | 19 | -34 | 125 | 4 | false | Tighten stops on momentum names |
P6017 | Opportunistic | Roth | USD | 2025-07-16 | 458,316 | 26,367 | 431,949 | 1.22 | 61 | 15.5 | 18.1 | 5.4 | VTI:21.4%;MSFT:23.6%;QQQ:14.8%;AAPL:16.6%;GLD:23.6% | US:61.0;EU:13.6;APAC:16.5;EM:5.0;Other:4.0 | Value:+0.3;Growth:-0.2;Quality:+0.9;Size:+0.5;Momentum:+0.8;LowVol:+0.5 | NoDerivatives | 6 | 25 | 4.6 | hard 12% | 237 | 27.9 | Bear | 30.9 | 3.17 | 2.7 | 137 | -118 | 5 | 76 | true | Rebalance | Rebalance back to target bands | 28 | 8 | BrokerB | LMT | 90 | RegimeShift | Pause | Volatility spike and breadth deterioration | 73 | 2 | 159 | 3 | false | Within IPS guidelines |
P6018 | Opportunistic | Trust | USD | 2025-02-02 | 1,189,652 | 96,387 | 1,093,265 | 1 | 63.2 | 18.7 | 11.8 | 6.3 | AAPL:25.7%;BRK.B:25.7%;MSFT:22.8%;QQQ:25.7% | US:69.6;EU:11.4;APAC:8.3;EM:9.1;Other:1.5 | Value:-0.3;Growth:-0.0;Quality:+0.6;Size:+0.7;Momentum:+0.3;LowVol:-0.5 | NoDerivatives | 5 | 35 | 6.3 | trailing 7% | 278 | 25 | Sideways | 22 | 4.14 | 2.2 | 108 | -26 | 37 | 58 | false | Rebalance | Shift +1% to bonds from equity | 22 | 3 | BrokerB | LMT | 85 | null | null | Normal monitoring | 23 | -39 | 18 | 4 | false | Within IPS guidelines |
P6019 | Opportunistic | Roth | USD | 2025-08-05 | 1,208,635 | 62,608 | 1,146,027 | 1 | 62.5 | 20.3 | 13.2 | 4.1 | XLF:24.2%;QQQ:9.3%;HYG:18.1%;BRK.B:24.2%;BND:24.2% | US:69.7;EU:14.2;APAC:9.7;EM:5.5;Other:1.0 | Value:-0.0;Growth:+0.6;Quality:-0.6;Size:-0.3;Momentum:-0.9;LowVol:+0.3 | MaxPos6% | 8 | 25 | 5.2 | trailing 7% | 274 | 31.9 | Bull | 11.5 | 4.87 | 3 | 78 | 21 | 65 | 45 | false | Buy | Add to core equity +1% | 5 | -4 | BrokerA | LMT | 89 | null | null | Normal monitoring | -29 | -54 | 109 | 4 | false | Tighten stops on momentum names |
P6020 | Cautious | Roth | USD | 2024-08-01 | 215,332 | 32,177 | 183,155 | 1 | 35.8 | 30.3 | 20.9 | 13 | VNQ:30.5%;GLD:14.5%;TSLA:24.4%;QQQ:30.5% | US:67.1;EU:16.9;APAC:10.6;EM:3.2;Other:2.1 | Value:-0.3;Growth:+0.1;Quality:+0.9;Size:+0.8;Momentum:-0.7;LowVol:-0.7 | NoMargin | 10 | 25 | 4 | trailing 8% | 95 | 17.5 | Bull | 13.6 | 4.19 | 2.7 | 91 | 48 | 88 | 19 | false | Sell | Trim extended winner -1% | -9 | 11 | BrokerA | MKT | 99 | null | null | Normal monitoring | 62 | 14 | 92 | 4 | false | Within IPS guidelines |
P6021 | Systematic | Roth | USD | 2025-10-03 | 1,654,299 | 107,562 | 1,546,737 | 1 | 59.8 | 31.1 | 0 | 9.1 | BRK.B:18.2%;MSFT:22.4%;GLD:19.5%;QQQ:18.4%;MUB:21.5% | US:71.5;EU:13.9;APAC:7.3;EM:4.6;Other:2.7 | Value:-0.1;Growth:-0.8;Quality:+0.2;Size:-0.0;Momentum:-0.6;LowVol:-0.8 | NoDerivatives | 6 | 30 | 5.1 | hard 12% | 151 | 18.1 | Bull | 12.9 | 4.39 | 3.2 | 78 | 55 | 73 | 44 | true | Hedge | Buy index puts 1% notional | 26 | 13 | BrokerC | MKT | 87 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 67 | -17 | 73 | 5 | false | Monitor dispersion and breadth |
P6022 | Active | IRA | USD | 2025-07-03 | 1,560,095 | 179,952 | 1,380,143 | 1 | 59.4 | 22.8 | 8.6 | 9.1 | MUB:33.3%;GLD:33.3%;IEF:33.3% | US:63.9;EU:16.9;APAC:12.3;EM:3.6;Other:3.3 | Value:-0.6;Growth:-0.3;Quality:-0.0;Size:+0.8;Momentum:-1.0;LowVol:-0.5 | NoDerivatives | 6 | 30 | 5 | hard 12% | 190 | 17.3 | Sideways | 16.9 | 4.04 | 2.8 | 100 | -18 | 38 | 58 | false | Sell | Trim extended winner -1% | 26 | -12 | BrokerD | LMT | 91 | null | null | Normal monitoring | 38 | -58 | 123 | 3 | false | Monitor dispersion and breadth |
P6023 | Opportunistic | 401k | USD | 2025-03-12 | 954,411 | 65,903 | 888,508 | 1 | 64.1 | 12.7 | 15.4 | 7.8 | QQQ:28.9%;MUB:16.8%;VOO:25.5%;AAPL:28.9% | US:62.6;EU:15.0;APAC:12.3;EM:7.5;Other:2.7 | Value:+0.9;Growth:-0.4;Quality:+0.5;Size:-0.3;Momentum:+0.2;LowVol:-0.7 | null | 8 | 30 | 5.9 | trailing 7% | 163 | 21.9 | Bull | 14.9 | 4.46 | 3.4 | 89 | 21 | 60 | 56 | false | Sell | Trim extended winner -1% | 15 | -7 | BrokerD | LMT | 92 | null | null | Normal monitoring | -51 | 18 | 78 | 4 | false | Tax-aware sells next window |
P6024 | Hands-off | IRA | USD | 2025-11-08 | 384,179 | 25,779 | 358,400 | 1 | 72 | 19.8 | 0.4 | 7.7 | IEF:10.6%;BRK.B:20.5%;BND:16.0%;AMZN:8.0%;XLF:22.5%;TLT:22.5% | US:64.8;EU:16.1;APAC:7.1;EM:9.5;Other:2.4 | Value:-0.9;Growth:-0.4;Quality:-0.1;Size:+0.1;Momentum:+0.6;LowVol:-0.8 | MaxPos5%;NoDerivatives | 10 | 30 | 3.5 | trailing 8% | 168 | 19.5 | Bear | 27.8 | 4.01 | 2.1 | 184 | -65 | 14 | 74 | true | Hedge | Buy index puts 1% notional | -12 | -13 | BrokerC | LMT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -3 | -56 | 106 | 4 | false | Tax-aware sells next window |
P6025 | Hands-off | 401k | USD | 2024-08-13 | 893,050 | 60,146 | 832,904 | 1 | 66 | 24.3 | 0.2 | 9.5 | IEF:25.8%;MUB:21.6%;VNQ:26.3%;QQQ:26.3% | US:70.6;EU:10.1;APAC:11.7;EM:4.1;Other:3.5 | Value:+0.1;Growth:+0.6;Quality:+0.7;Size:-1.0;Momentum:-0.3;LowVol:0.0 | null | 6 | 25 | 5.6 | trailing 8% | 128 | 18.7 | Sideways | 19.7 | 3.96 | 3.2 | 104 | -12 | 39 | 69 | false | Buy | Add to core equity +1% | 9 | -34 | BrokerD | MKT | 95 | null | null | Normal monitoring | 75 | -60 | 201 | 4 | false | Monitor dispersion and breadth |
P6026 | Hands-off | Trust | USD | 2024-10-15 | 486,674 | 22,067 | 464,607 | 1 | 66.6 | 27.8 | 0 | 5.6 | MUB:20.9%;BRK.B:28.4%;TSLA:28.4%;BND:22.4% | US:75.6;EU:5.5;APAC:7.4;EM:7.1;Other:4.4 | Value:+0.9;Growth:-0.8;Quality:+0.4;Size:+0.7;Momentum:-0.6;LowVol:-0.1 | MaxPos7%;NoDerivatives | 7 | 25 | 4 | hard 10% | 170 | 17 | Bull | 13 | 3.94 | 3.4 | 104 | 108 | 100 | 55 | true | Rebalance | Rebalance back to target bands | -11 | 12 | BrokerC | LMT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 29 | -19 | 141 | 5 | false | Monitor dispersion and breadth |
P6027 | Opportunistic | Roth | USD | 2024-12-02 | 1,415,627 | 91,188 | 1,324,439 | 1 | 71.5 | 14.9 | 5.8 | 7.8 | TLT:17.2%;VTI:14.5%;BRK.B:20.4%;MSFT:18.6%;XLF:12.6%;QQQ:16.8% | US:67.1;EU:10.2;APAC:12.9;EM:8.0;Other:1.8 | Value:-0.3;Growth:+0.8;Quality:-0.6;Size:-0.3;Momentum:-0.2;LowVol:-0.8 | MaxPos7% | 7 | 25 | 5.2 | hard 12% | 272 | 21.4 | Sideways | 20.5 | 4.5 | 3 | 101 | 41 | 83 | 56 | false | Sell | Trim extended winner -1% | 33 | -32 | BrokerC | LMT | 96 | null | null | Normal monitoring | -20 | -48 | 11 | 3 | false | Increase defensive factor exposure |
P6028 | Cautious | Taxable | USD | 2025-01-11 | 321,528 | 51,059 | 270,469 | 1 | 35.9 | 41.4 | 4.8 | 17.9 | MSFT:18.5%;IEF:21.2%;HYG:21.2%;BRK.B:18.0%;VOO:21.0% | US:68.4;EU:17.4;APAC:7.5;EM:6.7;Other:0.1 | Value:-0.5;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:-0.3;LowVol:+0.4 | NoDerivatives;NoMargin | 5 | 30 | 3.1 | trailing 8% | 93 | 15.4 | Volatile | 22.5 | 3.7 | 2.3 | 143 | 33 | 68 | 42 | false | Hedge | Add TLT +1% as duration hedge | 15 | -35 | BrokerD | VWAP | 86 | null | null | Normal monitoring | -27 | 10 | 25 | 4 | false | Monitor dispersion and breadth |
P6029 | Opportunistic | Taxable | USD | 2025-11-02 | 471,210 | 33,814 | 437,396 | 1 | 77.5 | 13.5 | 3.4 | 5.6 | TLT:33.3%;VNQ:33.3%;IEF:33.3% | US:73.0;EU:9.6;APAC:8.0;EM:4.7;Other:4.7 | Value:+1.0;Growth:-0.9;Quality:-0.2;Size:-0.2;Momentum:-0.2;LowVol:-0.4 | null | 7 | 35 | 5.8 | hard 12% | 209 | 24.6 | Bull | 16.5 | 4.06 | 3.5 | 75 | 101 | 94 | 66 | false | Buy | Add to core equity +1% | 2 | -5 | BrokerB | MKT | 99 | null | null | Normal monitoring | 49 | 10 | 26 | 5 | false | Tighten stops on momentum names |
P6030 | Active | Taxable | USD | 2025-03-21 | 2,152,032 | 163,240 | 1,988,792 | 1 | 58.2 | 28.5 | 7.1 | 6.2 | AAPL:21.0%;VOO:8.8%;BRK.B:21.0%;VTI:21.0%;BND:8.1%;VNQ:20.1% | US:64.7;EU:14.8;APAC:9.6;EM:6.5;Other:4.4 | Value:-0.4;Growth:+1.0;Quality:+0.2;Size:0.0;Momentum:-0.8;LowVol:+0.2 | MaxPos5%;NoDerivatives | 8 | 25 | 4.4 | trailing 8% | 223 | 19.2 | Bull | 16.9 | 4.38 | 2.3 | 114 | 9 | 53 | 39 | false | Rebalance | Shift +1% to bonds from equity | 8 | 11 | BrokerA | LMT | 85 | null | null | Normal monitoring | -33 | -29 | 34 | 4 | false | Increase defensive factor exposure |
P6031 | Cautious | 401k | USD | 2025-02-13 | 243,382 | 19,878 | 223,504 | 1 | 44.1 | 36.3 | 2.2 | 17.3 | VOO:26.6%;IEF:24.3%;TSLA:22.5%;GLD:26.6% | US:63.7;EU:16.1;APAC:10.1;EM:9.9;Other:0.3 | Value:+0.8;Growth:+0.5;Quality:+0.6;Size:+0.2;Momentum:-0.1;LowVol:-0.8 | NoMargin | 6 | 25 | 4.7 | trailing 8% | 97 | 12.6 | Bull | 14 | 4.76 | 3.4 | 117 | 68 | 81 | 28 | false | Sell | Trim extended winner -1% | 1 | 4 | BrokerD | MKT | 97 | null | null | Normal monitoring | 117 | -41 | 218 | 3 | false | Tax-aware sells next window |
P6032 | Hands-off | Roth | USD | 2024-10-12 | 785,516 | 57,472 | 728,044 | 1 | 72.6 | 19.6 | 2 | 5.9 | VTI:15.6%;MUB:13.3%;TSLA:23.8%;TLT:23.8%;GLD:23.4% | US:59.4;EU:16.7;APAC:6.7;EM:12.4;Other:4.8 | Value:+0.1;Growth:+0.7;Quality:-0.3;Size:+0.5;Momentum:+1.0;LowVol:-0.1 | null | 5 | 35 | 5.2 | hard 10% | 170 | 19.3 | Volatile | 30.6 | 4.38 | 4.3 | 118 | -35 | 44 | 90 | true | Hedge | Buy index puts 1% notional | 34 | -17 | BrokerB | LMT | 93 | VAR>budget | Reduce | Risk above budget threshold | -38 | -48 | 39 | 4 | false | Within IPS guidelines |
P6033 | Cautious | 401k | USD | 2025-10-25 | 806,727 | 126,285 | 680,442 | 1 | 49.8 | 33.3 | 5.4 | 11.4 | BND:20.8%;VNQ:16.0%;VTI:9.9%;VOO:20.7%;TLT:11.9%;MSFT:20.8% | US:67.1;EU:12.5;APAC:8.6;EM:10.3;Other:1.4 | Value:+0.4;Growth:+0.8;Quality:-0.5;Size:-0.3;Momentum:-0.9;LowVol:+0.5 | ESGOnly;NoMargin | 10 | 35 | 3.3 | trailing 8% | 120 | 18.8 | Volatile | 26.1 | 3.6 | 2 | 180 | 9 | 53 | 52 | false | Rebalance | Shift +1% to bonds from equity | 22 | -11 | BrokerB | MKT | 96 | null | null | Normal monitoring | 61 | 19 | 198 | 5 | false | Tax-aware sells next window |
P6034 | Hands-off | Taxable | USD | 2025-02-02 | 346,033 | 32,813 | 313,220 | 1 | 72.5 | 21.5 | 0 | 6.1 | AAPL:22.1%;TSLA:17.8%;MSFT:17.8%;IEF:20.2%;QQQ:22.1% | US:65.3;EU:13.5;APAC:5.4;EM:12.7;Other:3.0 | Value:-0.9;Growth:+0.9;Quality:+1.0;Size:-0.9;Momentum:+0.9;LowVol:-0.5 | ESGOnly;MaxPos7% | 8 | 30 | 5.4 | trailing 8% | 95 | 19.5 | Sideways | 16.3 | 4.44 | 2.1 | 107 | 58 | 81 | 52 | false | Hedge | Add TLT +1% as duration hedge | -5 | 3 | BrokerD | LMT | 95 | null | null | Normal monitoring | 66 | -43 | 100 | 4 | false | Within IPS guidelines |
P6035 | Active | IRA | USD | 2025-10-05 | 2,191,081 | 154,007 | 2,037,074 | 1.06 | 67.9 | 26.1 | 0 | 6 | IEF:21.7%;BND:21.7%;HYG:15.7%;VNQ:21.7%;AAPL:19.4% | US:62.4;EU:17.4;APAC:6.5;EM:10.7;Other:3.1 | Value:-0.4;Growth:-0.4;Quality:+0.3;Size:0.0;Momentum:-0.2;LowVol:-1.0 | null | 7 | 25 | 5.1 | hard 12% | 194 | 19.2 | Volatile | 22.9 | 3.95 | 2.6 | 138 | -54 | 34 | 76 | true | Hedge | Buy index puts 1% notional | 9 | 5 | BrokerC | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 3 | -47 | 132 | 2 | false | Tax-aware sells next window |
P6036 | Cautious | IRA | USD | 2025-06-15 | 225,308 | 35,328 | 189,980 | 1 | 41.4 | 33.8 | 9.1 | 15.6 | GLD:10.5%;TLT:20.9%;IEF:20.4%;VNQ:11.8%;TSLA:15.6%;VOO:20.9% | US:66.9;EU:14.6;APAC:4.6;EM:10.8;Other:3.1 | Value:-0.1;Growth:+0.4;Quality:-0.9;Size:-0.5;Momentum:+0.4;LowVol:+0.6 | NoMargin | 7 | 25 | 3.6 | trailing 8% | 154 | 19 | Bear | 30.9 | 4.09 | 1.1 | 160 | -63 | 14 | 68 | false | NoAction | Within bands; monitor | 23 | 0 | BrokerC | MKT | 0 | null | null | Normal monitoring | 45 | -49 | 182 | 5 | false | Monitor dispersion and breadth |
P6037 | Opportunistic | 401k | USD | 2025-12-26 | 882,653 | 27,422 | 855,231 | 1.06 | 65 | 18.6 | 8.2 | 8.2 | TSLA:9.9%;VOO:21.6%;VTI:18.0%;HYG:20.4%;AMZN:13.9%;MSFT:16.1% | US:66.3;EU:16.9;APAC:9.8;EM:6.7;Other:0.3 | Value:+0.3;Growth:-0.3;Quality:-0.8;Size:-0.8;Momentum:-0.4;LowVol:-0.1 | null | 6 | 35 | 6.4 | hard 12% | 184 | 25.3 | Bull | 16.1 | 3.79 | 3.2 | 112 | 6 | 66 | 48 | false | Rebalance | Shift +1% to bonds from equity | -15 | -2 | BrokerB | MKT | 93 | null | null | Normal monitoring | -16 | -48 | 22 | 4 | false | Increase defensive factor exposure |
P6038 | Opportunistic | IRA | USD | 2025-07-14 | 837,652 | 72,258 | 765,394 | 1 | 71 | 17.2 | 4 | 7.7 | AMZN:19.0%;VOO:11.6%;MUB:21.3%;XLF:18.6%;AAPL:9.9%;BND:19.6% | US:70.6;EU:5.9;APAC:15.1;EM:5.7;Other:2.7 | Value:-0.0;Growth:-0.8;Quality:+0.4;Size:+0.8;Momentum:-0.0;LowVol:0.0 | MaxPos5%;NoDerivatives | 6 | 25 | 6.2 | trailing 7% | 222 | 22.2 | Bull | 13.9 | 4.82 | 2.6 | 104 | 40 | 61 | 46 | false | Sell | Trim extended winner -1% | -14 | -22 | BrokerB | LMT | 85 | null | null | Normal monitoring | 118 | -28 | 158 | 5 | false | Monitor dispersion and breadth |
P6039 | Active | IRA | USD | 2025-03-28 | 773,220 | 62,665 | 710,555 | 1 | 51 | 19.5 | 22 | 7.5 | VNQ:26.8%;MUB:18.4%;AMZN:27.4%;IEF:27.4% | US:65.6;EU:12.0;APAC:15.5;EM:4.2;Other:2.6 | Value:-0.9;Growth:-0.6;Quality:+0.2;Size:+0.8;Momentum:+0.5;LowVol:+0.8 | NoDerivatives | 6 | 25 | 4.1 | trailing 8% | 133 | 24.8 | Bull | 16.1 | 4.51 | 2.5 | 103 | 29 | 49 | 46 | false | NoAction | Within bands; monitor | 29 | -15 | BrokerB | LMT | 95 | null | null | Normal monitoring | 59 | -47 | 92 | 5 | false | Within IPS guidelines |
P6040 | Cautious | Roth | USD | 2025-04-20 | 590,084 | 49,638 | 540,446 | 1 | 43.2 | 36.8 | 2.5 | 17.4 | MUB:33.3%;QQQ:33.3%;MSFT:33.3% | US:71.3;EU:15.0;APAC:7.8;EM:3.0;Other:2.9 | Value:+0.5;Growth:-0.3;Quality:-0.1;Size:-0.9;Momentum:-1.0;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 6 | 35 | 3.2 | trailing 8% | 167 | 17.6 | Volatile | 31.7 | 4.65 | 3.9 | 167 | 26 | 66 | 62 | false | Buy | Add to core equity +1% | 29 | -2 | BrokerB | MKT | 98 | null | null | Normal monitoring | 87 | 9 | 191 | 5 | false | Monitor dispersion and breadth |
P6041 | Hands-off | Trust | USD | 2025-09-05 | 562,224 | 39,342 | 522,882 | 1 | 63.4 | 27.3 | 1.3 | 8.1 | HYG:9.8%;BRK.B:17.2%;XLF:23.5%;TSLA:14.0%;MSFT:23.5%;AAPL:12.0% | US:68.3;EU:10.4;APAC:14.9;EM:3.9;Other:2.5 | Value:+0.2;Growth:-0.5;Quality:+0.3;Size:-0.9;Momentum:+0.3;LowVol:-0.5 | ESGOnly | 7 | 25 | 4.7 | trailing 8% | 167 | 17.3 | Bear | 34.2 | 3.64 | 2.5 | 195 | -36 | 28 | 86 | true | Hedge | Buy index puts 1% notional | 13 | -18 | BrokerC | LMT | 100 | VAR>budget | Pause | Risk above budget threshold | -2 | 20 | 63 | 2 | false | Monitor dispersion and breadth |
P6042 | Opportunistic | 401k | USD | 2025-07-05 | 619,563 | 44,682 | 574,881 | 1 | 68.4 | 12.4 | 10.7 | 8.6 | VNQ:35.2%;BRK.B:29.7%;XLF:35.2% | US:63.6;EU:16.5;APAC:9.3;EM:6.1;Other:4.4 | Value:+0.2;Growth:+0.2;Quality:+0.5;Size:+0.3;Momentum:+0.6;LowVol:+0.3 | null | 5 | 35 | 6.2 | trailing 9% | 267 | 34.5 | Sideways | 14.4 | 4.91 | 2.1 | 120 | 52 | 64 | 59 | false | NoAction | Within bands; monitor | 1 | 12 | BrokerC | LMT | 96 | null | null | Normal monitoring | 44 | -49 | 48 | 4 | false | Tighten stops on momentum names |
P6043 | Active | Roth | USD | 2025-03-28 | 708,639 | 79,362 | 629,277 | 1 | 64.2 | 22.5 | 5.6 | 7.7 | TLT:33.3%;VTI:33.3%;TSLA:33.3% | US:71.4;EU:12.8;APAC:8.9;EM:4.4;Other:2.5 | Value:+0.1;Growth:-0.9;Quality:+1.0;Size:-0.9;Momentum:+0.1;LowVol:-0.9 | MaxPos7%;NoDerivatives | 6 | 35 | 4.2 | trailing 9% | 137 | 24.8 | Volatile | 25.3 | 4.74 | 4.5 | 163 | -56 | 32 | 70 | false | Hedge | Add TLT +1% as duration hedge | 16 | -37 | BrokerB | MKT | 89 | null | null | Normal monitoring | 58 | -24 | 168 | 4 | false | Tighten stops on momentum names |
P6044 | Cautious | IRA | USD | 2025-11-26 | 423,474 | 49,654 | 373,820 | 1 | 42.5 | 32 | 10 | 15.5 | BND:34.8%;AMZN:30.3%;IEF:34.8% | US:68.4;EU:13.3;APAC:8.1;EM:9.8;Other:0.4 | Value:+0.4;Growth:-0.9;Quality:-0.5;Size:-0.4;Momentum:0.0;LowVol:-0.1 | ESGOnly;MaxPos5%;NoMargin | 10 | 25 | 4.3 | trailing 8% | 98 | 17.6 | Bull | 11.6 | 4.78 | 3.4 | 87 | 100 | 93 | 23 | false | Buy | Add to core equity +1% | 7 | -9 | BrokerD | LMT | 97 | null | null | Normal monitoring | 20 | -51 | 135 | 3 | false | Increase defensive factor exposure |
P6045 | Opportunistic | IRA | USD | 2025-03-19 | 1,042,679 | 31,971 | 1,010,708 | 1.11 | 70 | 12 | 9.2 | 8.8 | VNQ:33.3%;BRK.B:33.3%;GLD:33.3% | US:63.5;EU:18.9;APAC:6.7;EM:5.7;Other:5.1 | Value:-0.6;Growth:+0.6;Quality:-0.8;Size:+0.1;Momentum:-0.7;LowVol:+0.5 | MaxPos5% | 6 | 35 | 6.3 | hard 12% | 240 | 27.4 | Sideways | 15.8 | 3.8 | 2.9 | 133 | 54 | 79 | 62 | false | Buy | Add to core equity +1% | 4 | 15 | BrokerA | MKT | 97 | null | null | Normal monitoring | 26 | -51 | -6 | 3 | false | Tax-aware sells next window |
P6046 | Active | Roth | USD | 2024-11-22 | 2,023,427 | 150,356 | 1,873,071 | 1 | 64.2 | 23.1 | 4.1 | 8.6 | AAPL:17.9%;MUB:9.3%;VOO:22.4%;GLD:16.0%;XLF:22.4%;TLT:11.9% | US:65.9;EU:14.5;APAC:10.1;EM:8.6;Other:1.0 | Value:-0.2;Growth:-0.0;Quality:-0.6;Size:+0.8;Momentum:+0.8;LowVol:-0.1 | NoDerivatives | 10 | 25 | 5.2 | hard 12% | 176 | 25.8 | Bull | 14.5 | 4.6 | 2.7 | 104 | 83 | 76 | 51 | false | Buy | Add to core equity +1% | 33 | -32 | BrokerC | MKT | 96 | null | null | Normal monitoring | 120 | -54 | 119 | 3 | false | Tax-aware sells next window |
P6047 | Systematic | Taxable | USD | 2024-11-11 | 1,175,430 | 96,741 | 1,078,689 | 1 | 60.2 | 32.3 | 0 | 7.5 | IEF:13.0%;GLD:21.9%;VOO:9.4%;VNQ:20.6%;MSFT:20.0%;AAPL:15.2% | US:67.4;EU:16.5;APAC:4.7;EM:7.4;Other:4.1 | Value:+1.0;Growth:+0.9;Quality:-0.6;Size:+0.1;Momentum:+0.7;LowVol:+0.3 | NoDerivatives | 10 | 30 | 5.4 | trailing 8% | 171 | 18.3 | Bull | 11.9 | 4.9 | 3.3 | 97 | 20 | 67 | 47 | false | Sell | Trim extended winner -1% | -3 | -24 | BrokerB | MKT | 86 | null | null | Normal monitoring | 67 | -26 | 50 | 5 | false | Tax-aware sells next window |
P6048 | Cautious | Trust | USD | 2025-03-11 | 346,648 | 46,722 | 299,926 | 1 | 39.9 | 34.9 | 7.7 | 17.6 | QQQ:11.6%;VNQ:11.1%;BND:16.1%;MUB:21.2%;XLF:21.2%;VTI:18.8% | US:66.0;EU:9.2;APAC:10.8;EM:10.4;Other:3.5 | Value:-0.8;Growth:+0.5;Quality:-0.0;Size:-0.1;Momentum:-0.8;LowVol:-0.3 | MaxPos7%;NoDerivatives;NoMargin | 8 | 30 | 5.3 | hard 10% | 112 | 12.5 | Volatile | 26.7 | 3.92 | 3.9 | 117 | 12 | 52 | 53 | false | Rebalance | Shift +1% to bonds from equity | 1 | 4 | BrokerA | MKT | 90 | null | null | Normal monitoring | 10 | -28 | 3 | 4 | false | Tighten stops on momentum names |
P6049 | Active | 401k | USD | 2025-08-02 | 632,269 | 38,579 | 593,690 | 1 | 59.9 | 28.9 | 2.7 | 8.5 | QQQ:21.6%;IEF:26.1%;TSLA:26.1%;VOO:26.1% | US:68.2;EU:14.3;APAC:10.6;EM:3.8;Other:3.0 | Value:+0.8;Growth:+0.8;Quality:+0.1;Size:+0.6;Momentum:+0.9;LowVol:-0.0 | null | 7 | 25 | 5 | hard 12% | 151 | 19.3 | Volatile | 31.6 | 4.14 | 2.3 | 165 | -44 | 14 | 79 | true | Hedge | Buy index puts 1% notional | 32 | 12 | BrokerC | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -36 | -58 | -65 | 3 | false | Tighten stops on momentum names |
P6050 | Cautious | Trust | USD | 2025-04-11 | 274,402 | 24,853 | 249,549 | 1 | 45.8 | 35.6 | 6.6 | 12.1 | TLT:18.4%;AMZN:21.2%;VTI:17.8%;VOO:8.2%;GLD:13.3%;BRK.B:21.2% | US:65.1;EU:16.0;APAC:6.0;EM:11.6;Other:1.3 | Value:-0.5;Growth:+0.9;Quality:+0.6;Size:-0.9;Momentum:-0.0;LowVol:-0.2 | MaxPos5%;NoDerivatives;NoMargin | 7 | 35 | 3.4 | trailing 10% | 130 | 19 | Bull | 16.2 | 4.79 | 2.5 | 111 | 63 | 76 | 34 | false | Buy | Add to core equity +1% | 24 | -36 | BrokerB | MKT | 94 | null | null | Normal monitoring | 5 | -41 | 2 | 5 | false | Within IPS guidelines |
P6051 | Opportunistic | Roth | USD | 2025-10-27 | 1,384,859 | 91,556 | 1,293,303 | 1 | 60.4 | 12.8 | 21.9 | 4.9 | TLT:17.7%;XLF:18.2%;MSFT:17.3%;QQQ:14.4%;AMZN:20.5%;BND:11.9% | US:62.1;EU:20.4;APAC:6.2;EM:6.6;Other:4.8 | Value:-0.6;Growth:-0.4;Quality:-0.2;Size:-0.4;Momentum:-0.1;LowVol:-1.0 | NoDerivatives | 5 | 30 | 5.6 | trailing 7% | 204 | 25.6 | Volatile | 31.3 | 3.89 | 3.8 | 155 | 41 | 73 | 77 | true | Hedge | Buy index puts 1% notional | -15 | -5 | BrokerA | MKT | 98 | VAR>budget | Reduce | Risk above budget threshold | -39 | -21 | 100 | 2 | false | Tighten stops on momentum names |
P6052 | Active | Taxable | USD | 2025-11-10 | 1,450,461 | 172,899 | 1,277,562 | 1.06 | 69.9 | 20.1 | 1.7 | 8.4 | HYG:12.5%;TLT:22.9%;VNQ:20.4%;BND:21.3%;AAPL:22.9% | US:57.5;EU:18.5;APAC:13.7;EM:6.2;Other:4.2 | Value:+0.4;Growth:-0.9;Quality:+1.0;Size:+0.4;Momentum:-0.4;LowVol:+0.6 | MaxPos6% | 6 | 25 | 5.3 | trailing 9% | 222 | 26.8 | Volatile | 23.1 | 4.16 | 2.6 | 144 | 30 | 62 | 74 | true | Hedge | Buy index puts 1% notional | -2 | -2 | BrokerD | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | -19 | -6 | -49 | 2 | false | Within IPS guidelines |
P6053 | Hands-off | IRA | USD | 2024-10-20 | 577,724 | 47,180 | 530,544 | 1 | 69.5 | 23.2 | 0.9 | 6.4 | IEF:33.3%;TLT:33.3%;QQQ:33.3% | US:64.4;EU:12.3;APAC:10.7;EM:10.4;Other:2.2 | Value:+0.2;Growth:-0.6;Quality:+0.7;Size:-0.6;Momentum:-0.4;LowVol:+0.7 | ESGOnly;MaxPos6% | 6 | 35 | 3.1 | hard 10% | 130 | 14.1 | Volatile | 28.9 | 4.85 | 4.2 | 126 | -53 | 36 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -17 | BrokerA | MKT | 95 | VAR>budget | Reduce | Risk above budget threshold | -4 | -36 | -6 | 3 | false | Within IPS guidelines |
P6054 | Active | Taxable | USD | 2025-06-30 | 2,052,194 | 164,460 | 1,887,734 | 1 | 67.5 | 18.8 | 8 | 5.7 | VNQ:26.2%;VTI:25.7%;MSFT:26.2%;AMZN:22.0% | US:69.0;EU:17.8;APAC:4.7;EM:5.4;Other:3.1 | Value:-0.4;Growth:-0.8;Quality:+0.9;Size:+0.4;Momentum:+0.3;LowVol:+0.4 | MaxPos7% | 10 | 25 | 5.3 | trailing 9% | 194 | 20.4 | Bull | 17.8 | 3.96 | 2.5 | 101 | 78 | 82 | 66 | true | Hedge | Buy index puts 1% notional | -4 | 13 | BrokerD | LMT | 92 | VAR>budget | Pause | Risk above budget threshold | 39 | -32 | 91 | 5 | false | Monitor dispersion and breadth |
P6055 | Active | Trust | USD | 2025-12-19 | 529,649 | 59,520 | 470,129 | 1 | 64.7 | 22 | 3.5 | 9.8 | QQQ:20.5%;MSFT:24.3%;VNQ:18.3%;HYG:24.3%;TSLA:12.6% | US:65.6;EU:12.7;APAC:8.9;EM:8.1;Other:4.7 | Value:-0.1;Growth:-0.3;Quality:+0.2;Size:+0.9;Momentum:-0.8;LowVol:-0.1 | null | 5 | 35 | 5.2 | hard 12% | 164 | 27.5 | Bull | 15.6 | 3.83 | 2.5 | 101 | 106 | 100 | 41 | false | Buy | Add to core equity +1% | -11 | 4 | BrokerC | LMT | 100 | null | null | Normal monitoring | 65 | -4 | 103 | 3 | false | Tax-aware sells next window |
P6056 | Hands-off | 401k | USD | 2025-11-15 | 821,993 | 48,893 | 773,100 | 1 | 67.9 | 26.8 | 0 | 5.3 | TSLA:18.3%;BND:23.4%;HYG:23.4%;VNQ:16.0%;AAPL:19.0% | US:60.3;EU:16.6;APAC:9.3;EM:10.3;Other:3.4 | Value:-0.5;Growth:-0.2;Quality:-0.7;Size:-0.4;Momentum:+0.6;LowVol:0.0 | ESGOnly;NoDerivatives | 5 | 30 | 3.6 | trailing 8% | 160 | 19.9 | Bull | 11.3 | 3.86 | 2.3 | 108 | 18 | 65 | 37 | false | Rebalance | Shift +1% to bonds from equity | 20 | -9 | BrokerA | LMT | 93 | null | null | Normal monitoring | 115 | -3 | 88 | 3 | false | Tax-aware sells next window |
P6057 | Systematic | Taxable | USD | 2024-08-22 | 1,932,179 | 119,059 | 1,813,120 | 1 | 60.1 | 31.8 | 0 | 8.1 | XLF:16.7%;QQQ:19.4%;VOO:20.4%;AAPL:18.1%;VNQ:9.7%;AMZN:15.7% | US:67.9;EU:16.6;APAC:9.0;EM:3.2;Other:3.3 | Value:+0.4;Growth:+0.7;Quality:+0.5;Size:+0.4;Momentum:-0.9;LowVol:-0.9 | NoDerivatives | 8 | 30 | 5.3 | trailing 9% | 230 | 22.4 | Bear | 26.8 | 4.41 | 1.7 | 210 | -98 | 15 | 60 | false | Sell | Trim extended winner -1% | 18 | -5 | BrokerC | LMT | 95 | null | null | Normal monitoring | 65 | -14 | 77 | 3 | false | Tax-aware sells next window |
P6058 | Systematic | 401k | USD | 2025-02-17 | 1,019,496 | 58,538 | 960,958 | 1 | 60.3 | 32 | 0 | 7.7 | AAPL:25.0%;VNQ:25.0%;MSFT:25.0%;BRK.B:25.0% | US:57.6;EU:21.2;APAC:5.9;EM:11.6;Other:3.7 | Value:-0.3;Growth:+0.3;Quality:+0.2;Size:+0.8;Momentum:+0.2;LowVol:-0.9 | NoDerivatives | 6 | 30 | 4.5 | trailing 9% | 146 | 19.2 | Volatile | 25.5 | 3.94 | 3.4 | 129 | -20 | 37 | 70 | false | Sell | Trim extended winner -1% | 25 | -3 | BrokerA | LMT | 91 | null | null | Normal monitoring | 76 | -42 | 57 | 5 | false | Monitor dispersion and breadth |
P6059 | Opportunistic | 401k | USD | 2024-09-27 | 368,139 | 25,716 | 342,423 | 1 | 75.2 | 15.7 | 1.9 | 7.2 | MSFT:33.3%;VTI:33.3%;TLT:33.3% | US:69.5;EU:11.0;APAC:10.6;EM:4.9;Other:3.9 | Value:-0.2;Growth:-0.6;Quality:-0.8;Size:-0.5;Momentum:-0.5;LowVol:-0.8 | NoDerivatives | 7 | 35 | 4.4 | trailing 9% | 249 | 34 | Volatile | 21.5 | 3.79 | 3.8 | 114 | 50 | 78 | 67 | false | Rebalance | Shift +1% to bonds from equity | 28 | -37 | BrokerB | LMT | 100 | null | null | Normal monitoring | 47 | 3 | 126 | 4 | false | Tax-aware sells next window |
P6060 | Opportunistic | IRA | USD | 2024-11-21 | 649,108 | 22,856 | 626,252 | 1.24 | 77.7 | 15.5 | 2.2 | 4.7 | VOO:20.1%;XLF:9.7%;VNQ:19.5%;TLT:15.0%;VTI:16.3%;HYG:19.3% | US:66.6;EU:15.8;APAC:6.2;EM:8.2;Other:3.2 | Value:-0.7;Growth:-1.0;Quality:-0.9;Size:+0.3;Momentum:-0.8;LowVol:-1.0 | null | 7 | 30 | 4.5 | trailing 7% | 244 | 28.4 | Sideways | 21.9 | 3.9 | 2.5 | 121 | 28 | 63 | 72 | false | NoAction | Within bands; monitor | 19 | 11 | BrokerA | MKT | 0 | null | null | Normal monitoring | 26 | -33 | 43 | 3 | false | Within IPS guidelines |
P6061 | Cautious | IRA | USD | 2024-12-13 | 300,908 | 39,580 | 261,328 | 1 | 50.8 | 34.8 | 1.3 | 13.1 | AMZN:24.0%;AAPL:20.0%;MSFT:24.0%;MUB:10.8%;TSLA:21.2% | US:73.5;EU:7.7;APAC:10.4;EM:5.4;Other:3.0 | Value:+0.6;Growth:-0.1;Quality:-0.2;Size:-0.7;Momentum:-0.3;LowVol:+0.5 | NoMargin | 6 | 35 | 3.4 | trailing 8% | 115 | 19.3 | Volatile | 21.6 | 4.06 | 2.6 | 141 | 25 | 64 | 49 | false | Buy | Add to core equity +1% | 14 | -39 | BrokerB | LMT | 94 | null | null | Normal monitoring | -56 | -17 | 39 | 5 | false | Increase defensive factor exposure |
P6062 | Opportunistic | Trust | USD | 2024-07-06 | 1,792,187 | 143,514 | 1,648,673 | 1 | 64.1 | 21.5 | 9.1 | 5.4 | QQQ:20.7%;VOO:20.7%;IEF:14.9%;MSFT:20.7%;HYG:14.4%;VNQ:8.7% | US:63.8;EU:19.8;APAC:9.2;EM:4.2;Other:2.9 | Value:-0.7;Growth:+0.5;Quality:+0.8;Size:-0.1;Momentum:+1.0;LowVol:-0.0 | null | 5 | 35 | 4.7 | hard 12% | 230 | 24.2 | Volatile | 21.9 | 3.62 | 3.3 | 162 | -47 | 39 | 67 | false | Buy | Add to core equity +1% | -15 | -8 | BrokerB | MKT | 99 | null | null | Normal monitoring | 24 | 18 | 20 | 4 | false | Increase defensive factor exposure |
P6063 | Cautious | Trust | USD | 2025-06-15 | 514,090 | 55,623 | 458,467 | 1 | 37.6 | 44.4 | 0.4 | 17.6 | BND:14.0%;AMZN:19.3%;IEF:20.3%;HYG:17.5%;AAPL:20.1%;VTI:8.9% | US:70.3;EU:15.2;APAC:6.0;EM:8.3;Other:0.2 | Value:-0.8;Growth:-0.2;Quality:-0.1;Size:+0.3;Momentum:-0.3;LowVol:+0.5 | NoMargin | 5 | 25 | 5.9 | trailing 8% | 138 | 18.9 | Sideways | 21 | 3.55 | 2.3 | 95 | 60 | 67 | 52 | false | Rebalance | Shift +1% to bonds from equity | 18 | 9 | BrokerC | MKT | 93 | null | null | Normal monitoring | 92 | -17 | 164 | 4 | false | Monitor dispersion and breadth |
P6064 | Hands-off | Roth | USD | 2024-07-08 | 684,638 | 29,807 | 654,831 | 1 | 70 | 17.8 | 6.2 | 6 | TLT:19.0%;VOO:12.6%;BRK.B:20.6%;AAPL:15.7%;MSFT:18.1%;VTI:14.0% | US:71.2;EU:13.2;APAC:10.5;EM:3.2;Other:1.8 | Value:-0.1;Growth:0.0;Quality:+0.6;Size:+0.9;Momentum:+0.7;LowVol:+0.6 | MaxPos6% | 5 | 35 | 5.2 | trailing 8% | 157 | 19.6 | Bear | 32 | 4.02 | 1.7 | 193 | 32 | 67 | 78 | true | Rebalance | Rebalance back to target bands | -12 | 3 | BrokerA | LMT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 28 | -27 | 155 | 3 | false | Tax-aware sells next window |
P6065 | Systematic | Trust | USD | 2025-08-23 | 1,518,890 | 124,260 | 1,394,630 | 1 | 60.1 | 32.5 | 0 | 7.4 | AAPL:33.3%;AMZN:33.3%;VTI:33.3% | US:64.7;EU:14.4;APAC:11.5;EM:9.1;Other:0.3 | Value:-0.8;Growth:+0.9;Quality:+0.9;Size:-0.1;Momentum:-0.1;LowVol:-0.2 | null | 6 | 35 | 5.4 | trailing 8% | 171 | 17.5 | Volatile | 30.5 | 5.28 | 3.6 | 171 | 20 | 61 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -27 | BrokerC | VWAP | 94 | VAR>budget | Reduce | Risk above budget threshold | 16 | 2 | 100 | 3 | true | Tighten stops on momentum names |
P6066 | Systematic | 401k | USD | 2025-07-06 | 647,064 | 48,481 | 598,583 | 1 | 57.7 | 22.7 | 9.7 | 9.9 | BRK.B:33.3%;MSFT:33.3%;GLD:33.3% | US:72.4;EU:6.5;APAC:11.6;EM:7.6;Other:2.0 | Value:+0.1;Growth:-0.8;Quality:-0.5;Size:-1.0;Momentum:-0.2;LowVol:-0.9 | MaxPos8%;NoDerivatives | 10 | 35 | 5 | hard 12% | 203 | 27.5 | Sideways | 17.3 | 4.63 | 2.1 | 111 | 33 | 65 | 52 | true | Hedge | Buy index puts 1% notional | 33 | -22 | BrokerB | LMT | 90 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 62 | -15 | 86 | 5 | false | Monitor dispersion and breadth |
P6067 | Hands-off | IRA | USD | 2025-11-12 | 848,785 | 70,636 | 778,149 | 1 | 63.3 | 28.1 | 0 | 8.5 | QQQ:25.5%;XLF:25.5%;BND:23.4%;MUB:25.5% | US:65.5;EU:20.6;APAC:5.9;EM:4.0;Other:4.0 | Value:+0.2;Growth:-0.7;Quality:+0.2;Size:+0.1;Momentum:+0.5;LowVol:+0.1 | NoDerivatives | 8 | 30 | 4.4 | trailing 10% | 164 | 18.6 | Volatile | 29.4 | 4.14 | 2.1 | 138 | 43 | 81 | 77 | true | Hedge | Buy index puts 1% notional | -3 | -31 | BrokerC | MKT | 90 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 42 | -20 | 18 | 4 | false | Monitor dispersion and breadth |
P6068 | Active | Trust | USD | 2025-04-04 | 1,499,339 | 154,163 | 1,345,176 | 1 | 55.1 | 19.6 | 17.5 | 7.8 | MSFT:19.1%;VTI:15.8%;GLD:12.2%;HYG:20.2%;AAPL:17.6%;TLT:15.2% | US:57.6;EU:17.4;APAC:11.7;EM:10.0;Other:3.3 | Value:+1.0;Growth:-0.8;Quality:+0.9;Size:+0.4;Momentum:-0.0;LowVol:+0.1 | NoDerivatives | 10 | 25 | 4.6 | trailing 9% | 126 | 24.4 | Volatile | 26 | 4.44 | 2.6 | 114 | -8 | 39 | 69 | false | Sell | Trim extended winner -1% | 2 | -25 | BrokerA | LMT | 100 | null | null | Normal monitoring | 8 | -52 | 22 | 5 | false | Within IPS guidelines |
P6069 | Cautious | IRA | USD | 2024-08-27 | 762,787 | 75,363 | 687,424 | 1 | 50.1 | 34.6 | 0 | 15.3 | MSFT:26.5%;HYG:26.5%;VOO:26.5%;VTI:20.5% | US:67.6;EU:12.2;APAC:8.8;EM:7.8;Other:3.6 | Value:+0.5;Growth:-0.3;Quality:+0.6;Size:-0.8;Momentum:+0.7;LowVol:-0.9 | NoDerivatives;NoMargin | 5 | 25 | 5.9 | trailing 10% | 100 | 19.8 | Bull | 11 | 3.61 | 3.3 | 78 | 26 | 49 | 22 | false | NoAction | Within bands; monitor | 10 | -32 | BrokerA | LMT | 88 | null | null | Normal monitoring | 98 | -28 | 139 | 3 | false | Tax-aware sells next window |
P6070 | Systematic | 401k | USD | 2024-09-18 | 1,475,335 | 145,852 | 1,329,483 | 1 | 63.2 | 20.4 | 7.2 | 9.2 | AAPL:20.6%;MSFT:8.1%;BND:16.8%;IEF:13.4%;QQQ:20.6%;HYG:20.4% | US:68.0;EU:12.8;APAC:8.3;EM:10.5;Other:0.3 | Value:-0.0;Growth:-0.9;Quality:+1.0;Size:-0.5;Momentum:+0.9;LowVol:-0.1 | NoDerivatives | 7 | 25 | 4.3 | trailing 8% | 171 | 23.3 | Bear | 26.2 | 3.28 | 2.2 | 186 | -44 | 32 | 78 | true | Hedge | Buy index puts 1% notional | 30 | 8 | BrokerA | MKT | 86 | VAR>budget | Reduce | Risk above budget threshold | -52 | -10 | 54 | 4 | false | Monitor dispersion and breadth |
P6071 | Active | 401k | USD | 2024-08-21 | 1,282,396 | 127,590 | 1,154,806 | 1.16 | 61.5 | 25.1 | 5.2 | 8.2 | VOO:22.7%;AAPL:10.1%;TSLA:16.6%;VNQ:10.2%;HYG:17.8%;AMZN:22.7% | US:64.5;EU:16.7;APAC:9.6;EM:7.8;Other:1.4 | Value:-0.4;Growth:+0.8;Quality:+0.4;Size:+0.2;Momentum:-0.8;LowVol:+0.7 | MaxPos5%;NoDerivatives | 8 | 35 | 5.9 | hard 12% | 123 | 17 | Sideways | 17.1 | 3.89 | 3.3 | 116 | -10 | 49 | 47 | false | Sell | Trim extended winner -1% | 17 | 0 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 35 | -39 | 127 | 4 | false | Tax-aware sells next window |
P6072 | Opportunistic | Trust | USD | 2024-12-01 | 1,200,272 | 42,341 | 1,157,931 | 1.05 | 64.2 | 17 | 11.7 | 7 | AAPL:11.6%;MSFT:15.1%;VTI:23.1%;VOO:14.1%;AMZN:23.1%;VNQ:12.9% | US:68.4;EU:15.6;APAC:11.1;EM:4.7;Other:0.2 | Value:-0.4;Growth:0.0;Quality:-0.9;Size:+0.8;Momentum:-1.0;LowVol:-0.1 | NoDerivatives | 7 | 35 | 5 | trailing 7% | 213 | 30.3 | Sideways | 20.8 | 4.48 | 3 | 118 | 4 | 47 | 56 | false | NoAction | Within bands; monitor | 4 | -14 | BrokerB | MKT | 0 | null | null | Normal monitoring | 47 | -18 | 182 | 3 | false | Tax-aware sells next window |
P6073 | Opportunistic | Taxable | USD | 2025-11-26 | 1,123,097 | 78,193 | 1,044,904 | 1 | 73.3 | 10.9 | 10.3 | 5.6 | BND:22.6%;AMZN:22.6%;TSLA:8.0%;BRK.B:22.6%;HYG:13.5%;IEF:10.8% | US:58.8;EU:20.3;APAC:9.7;EM:10.3;Other:0.9 | Value:+0.3;Growth:0.0;Quality:+1.0;Size:+0.3;Momentum:+0.5;LowVol:+0.3 | null | 7 | 30 | 6 | hard 12% | 162 | 31.9 | Volatile | 30.2 | 5.34 | 2.4 | 178 | 61 | 72 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | -8 | -18 | BrokerB | LMT | 96 | VAR>budget | Hedge | Risk above budget threshold | -12 | -17 | 128 | 4 | false | Monitor dispersion and breadth |
P6074 | Cautious | IRA | USD | 2025-08-07 | 875,133 | 99,968 | 775,165 | 1 | 46.5 | 37.4 | 0 | 16.2 | TLT:24.1%;MSFT:16.8%;AMZN:24.1%;BND:24.1%;GLD:11.0% | US:63.0;EU:18.0;APAC:6.8;EM:9.8;Other:2.3 | Value:-0.8;Growth:+0.4;Quality:0.0;Size:-0.4;Momentum:-0.1;LowVol:0.0 | NoDerivatives;NoMargin | 5 | 35 | 4.6 | trailing 8% | 163 | 12.8 | Bull | 14.7 | 3.72 | 3.3 | 71 | 13 | 61 | 47 | false | Rebalance | Shift +1% to bonds from equity | 24 | -34 | BrokerA | LMT | 97 | null | null | Normal monitoring | 44 | -7 | 102 | 4 | false | Tax-aware sells next window |
P6075 | Active | 401k | USD | 2024-10-22 | 657,443 | 76,098 | 581,345 | 1 | 66.3 | 25.7 | 0 | 8 | MUB:23.3%;XLF:10.0%;IEF:23.3%;AAPL:9.1%;TLT:23.3%;GLD:10.9% | US:69.1;EU:8.3;APAC:11.5;EM:10.6;Other:0.6 | Value:-0.5;Growth:-0.5;Quality:+0.9;Size:-0.8;Momentum:-0.5;LowVol:+0.7 | NoDerivatives | 5 | 35 | 4.3 | trailing 8% | 187 | 25.7 | Volatile | 20.6 | 3.5 | 2.9 | 154 | -43 | 22 | 63 | false | Rebalance | Shift +1% to bonds from equity | 19 | -3 | BrokerD | LMT | 87 | null | null | Normal monitoring | 0 | -17 | 48 | 5 | false | Monitor dispersion and breadth |
P6076 | Systematic | 401k | USD | 2024-09-10 | 651,851 | 30,142 | 621,709 | 1 | 60.9 | 31.5 | 0 | 7.6 | MSFT:23.0%;TLT:23.0%;VTI:9.5%;BRK.B:23.0%;AAPL:11.2%;BND:10.2% | US:62.1;EU:20.3;APAC:6.2;EM:8.2;Other:3.1 | Value:+0.6;Growth:-0.2;Quality:0.0;Size:+0.1;Momentum:+0.8;LowVol:+0.2 | MaxPos7% | 7 | 30 | 5.2 | trailing 8% | 164 | 22.9 | Volatile | 28.7 | 4.48 | 2.8 | 145 | 21 | 66 | 70 | false | Sell | Trim extended winner -1% | 6 | -29 | BrokerA | MKT | 99 | null | null | Normal monitoring | 22 | -54 | 151 | 4 | false | Within IPS guidelines |
P6077 | Hands-off | Roth | USD | 2025-05-14 | 898,015 | 48,006 | 850,009 | 1 | 57.9 | 18.7 | 13.5 | 9.8 | VOO:19.6%;AMZN:26.8%;BRK.B:26.8%;TSLA:26.8% | US:64.8;EU:8.9;APAC:18.2;EM:7.6;Other:0.6 | Value:+0.7;Growth:-0.4;Quality:-0.2;Size:-0.8;Momentum:-0.0;LowVol:+0.2 | NoDerivatives | 8 | 30 | 5.6 | trailing 8% | 127 | 15.4 | Sideways | 17.7 | 4.05 | 3.2 | 133 | -23 | 36 | 53 | false | Buy | Add to core equity +1% | -10 | -29 | BrokerA | LMT | 95 | null | null | Normal monitoring | 35 | -18 | 169 | 3 | false | Tighten stops on momentum names |
P6078 | Active | 401k | USD | 2025-09-15 | 1,045,016 | 81,450 | 963,566 | 1 | 61 | 21.5 | 8.7 | 8.9 | MSFT:33.3%;XLF:33.3%;VOO:33.3% | US:62.7;EU:14.0;APAC:15.8;EM:7.0;Other:0.5 | Value:+0.4;Growth:-0.4;Quality:-0.6;Size:-0.9;Momentum:+1.0;LowVol:+0.9 | MaxPos7%;NoDerivatives | 5 | 35 | 4.6 | trailing 8% | 169 | 24 | Volatile | 27.7 | 4.93 | 3.7 | 178 | -21 | 41 | 72 | true | Rebalance | Rebalance back to target bands | -12 | -37 | BrokerC | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 82 | -55 | 116 | 2 | false | Increase defensive factor exposure |
P6079 | Active | IRA | USD | 2024-12-05 | 983,135 | 103,933 | 879,202 | 1 | 65.2 | 25 | 4.2 | 5.6 | VTI:18.9%;BND:20.5%;BRK.B:20.8%;AMZN:20.0%;AAPL:19.7% | US:64.6;EU:6.4;APAC:16.8;EM:12.1;Other:0.1 | Value:-0.7;Growth:+0.6;Quality:-0.7;Size:+0.2;Momentum:+0.6;LowVol:+0.3 | null | 6 | 25 | 5.7 | hard 12% | 189 | 20.4 | Bull | 12.1 | 4.56 | 2.1 | 112 | 84 | 97 | 34 | false | Buy | Add to core equity +1% | 35 | -11 | BrokerB | LMT | 92 | null | null | Normal monitoring | 16 | 1 | 6 | 3 | false | Monitor dispersion and breadth |
P6080 | Opportunistic | Roth | USD | 2024-08-10 | 1,011,590 | 71,272 | 940,318 | 1.24 | 66.4 | 19 | 7.6 | 7 | XLF:25.7%;TSLA:23.0%;MUB:25.7%;IEF:25.7% | US:60.2;EU:20.4;APAC:7.1;EM:6.7;Other:5.7 | Value:-0.7;Growth:0.0;Quality:+1.0;Size:+0.3;Momentum:+0.4;LowVol:-0.0 | null | 5 | 35 | 4 | trailing 7% | 238 | 28.4 | Volatile | 22.2 | 4.29 | 2.4 | 165 | -12 | 31 | 63 | false | NoAction | Within bands; monitor | -2 | -15 | BrokerC | LMT | 89 | null | null | Normal monitoring | 19 | -42 | 14 | 3 | false | Within IPS guidelines |
P6081 | Active | Trust | USD | 2025-05-16 | 1,421,721 | 143,265 | 1,278,456 | 1.11 | 51.5 | 18.5 | 20.3 | 9.7 | TLT:33.3%;AMZN:33.3%;MSFT:33.3% | US:66.2;EU:20.6;APAC:8.6;EM:4.3;Other:0.3 | Value:-0.1;Growth:-0.5;Quality:-1.0;Size:-0.9;Momentum:-0.6;LowVol:-1.0 | null | 5 | 35 | 5.1 | hard 12% | 146 | 16.4 | Bull | 14.8 | 4.17 | 2.7 | 80 | 4 | 46 | 31 | false | Buy | Add to core equity +1% | -4 | 9 | BrokerC | VWAP | 86 | null | null | Normal monitoring | -14 | -60 | 82 | 5 | false | Tighten stops on momentum names |
P6082 | Opportunistic | Trust | USD | 2025-06-22 | 1,726,434 | 61,870 | 1,664,564 | 1 | 73 | 19.6 | 0 | 7.4 | AMZN:15.9%;BRK.B:24.2%;VOO:24.2%;VTI:11.5%;BND:24.2% | US:69.3;EU:14.4;APAC:10.7;EM:5.6;Other:0.0 | Value:+0.6;Growth:-0.0;Quality:+0.3;Size:-0.8;Momentum:-0.6;LowVol:+0.4 | NoDerivatives | 6 | 30 | 6.9 | trailing 7% | 246 | 28 | Sideways | 21.9 | 4.84 | 2.6 | 139 | 40 | 81 | 69 | false | Sell | Trim extended winner -1% | 29 | -31 | BrokerB | LMT | 86 | null | null | Normal monitoring | 64 | -45 | 175 | 3 | false | Tax-aware sells next window |
P6083 | Systematic | Roth | USD | 2025-09-30 | 788,479 | 32,307 | 756,172 | 1 | 58.9 | 25.6 | 8.6 | 6.9 | AAPL:26.8%;MUB:19.6%;QQQ:26.8%;HYG:26.8% | US:64.2;EU:15.4;APAC:9.7;EM:6.0;Other:4.7 | Value:-0.3;Growth:+0.5;Quality:-0.1;Size:-0.9;Momentum:-0.0;LowVol:-0.6 | MaxPos7%;NoDerivatives | 7 | 25 | 5.7 | hard 12% | 151 | 27.3 | Sideways | 18.4 | 4.35 | 2.2 | 107 | 38 | 82 | 42 | true | Reduce | Cut high-beta by 2-3%, add cash | 6 | -18 | BrokerA | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 76 | -44 | 198 | 2 | false | Increase defensive factor exposure |
P6084 | Cautious | IRA | USD | 2024-08-10 | 214,044 | 29,707 | 184,337 | 1 | 39.2 | 33.9 | 9.3 | 17.6 | IEF:19.7%;MSFT:5.8%;VNQ:17.5%;BND:20.5%;TSLA:16.0%;VTI:20.5% | US:69.2;EU:9.1;APAC:11.8;EM:6.4;Other:3.5 | Value:-0.5;Growth:-0.3;Quality:-0.8;Size:-0.5;Momentum:-0.1;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 5.9 | trailing 8% | 106 | 12.2 | Bull | 13.1 | 4.13 | 2.6 | 95 | 62 | 96 | 20 | false | Sell | Trim extended winner -1% | -8 | -1 | BrokerC | LMT | 87 | null | null | Normal monitoring | 34 | -57 | 165 | 3 | false | Increase defensive factor exposure |
P6085 | Cautious | IRA | USD | 2024-10-09 | 587,077 | 88,935 | 498,142 | 1 | 41.1 | 39.5 | 7.4 | 12 | MSFT:18.2%;AMZN:12.7%;XLF:10.3%;TLT:23.1%;BRK.B:12.7%;IEF:23.1% | US:61.8;EU:14.7;APAC:13.5;EM:7.5;Other:2.6 | Value:+0.6;Growth:-0.4;Quality:-0.8;Size:-0.5;Momentum:-0.3;LowVol:-0.9 | ESGOnly;MaxPos7%;NoMargin | 7 | 30 | 4.7 | trailing 10% | 124 | 12.8 | Sideways | 14.3 | 3.55 | 2.8 | 112 | 23 | 68 | 41 | false | Sell | Trim extended winner -1% | 18 | 15 | BrokerD | LMT | 94 | null | null | Normal monitoring | 16 | 12 | 116 | 5 | false | Tighten stops on momentum names |
P6086 | Opportunistic | IRA | USD | 2024-09-21 | 550,371 | 39,016 | 511,355 | 1 | 62 | 11.9 | 17.9 | 8.2 | QQQ:33.3%;VNQ:33.3%;HYG:33.3% | US:64.7;EU:11.2;APAC:9.6;EM:14.2;Other:0.3 | Value:-0.2;Growth:+0.2;Quality:+1.0;Size:+0.2;Momentum:+0.7;LowVol:-0.9 | MaxPos8% | 5 | 35 | 5.8 | trailing 7% | 178 | 24.4 | Volatile | 25.8 | 4.74 | 2.7 | 118 | 16 | 58 | 72 | true | Hedge | Buy index puts 1% notional | 8 | -39 | BrokerB | MKT | 99 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 12 | -1 | 63 | 3 | false | Within IPS guidelines |
P6087 | Systematic | Trust | USD | 2025-04-02 | 1,644,886 | 112,765 | 1,532,121 | 1 | 62.4 | 31.8 | 0 | 5.9 | IEF:33.3%;VOO:33.3%;AMZN:33.3% | US:64.4;EU:15.5;APAC:13.0;EM:4.4;Other:2.6 | Value:-0.5;Growth:-0.2;Quality:-0.7;Size:+0.6;Momentum:-0.8;LowVol:-0.3 | MaxPos8% | 8 | 35 | 4.5 | trailing 8% | 128 | 18.7 | Sideways | 19.3 | 3.62 | 2.7 | 113 | 27 | 61 | 66 | false | NoAction | Within bands; monitor | 12 | -32 | BrokerA | LMT | 92 | null | null | Normal monitoring | 24 | -29 | 37 | 4 | false | Tax-aware sells next window |
P6088 | Systematic | 401k | USD | 2025-07-03 | 999,762 | 76,405 | 923,357 | 1 | 60.9 | 24.5 | 8 | 6.5 | VNQ:9.7%;MUB:16.5%;IEF:24.4%;QQQ:24.7%;TLT:24.7% | US:64.4;EU:13.1;APAC:13.0;EM:7.6;Other:1.8 | Value:-0.9;Growth:+0.9;Quality:+0.9;Size:+0.6;Momentum:-0.4;LowVol:-0.3 | MaxPos7% | 5 | 35 | 4.2 | trailing 8% | 137 | 22.4 | Volatile | 20.9 | 5.44 | 3.6 | 114 | -36 | 36 | 51 | false | Rebalance | Shift +1% to bonds from equity | 27 | -17 | BrokerA | LMT | 99 | null | null | Normal monitoring | 112 | 11 | 85 | 3 | false | Tax-aware sells next window |
P6089 | Systematic | IRA | USD | 2025-11-09 | 975,779 | 45,269 | 930,510 | 1 | 61.6 | 21.5 | 10.9 | 6.1 | VTI:18.4%;GLD:17.3%;QQQ:21.5%;XLF:21.3%;TSLA:21.5% | US:60.8;EU:12.6;APAC:12.5;EM:9.9;Other:4.2 | Value:-0.3;Growth:+0.2;Quality:-0.7;Size:-0.1;Momentum:-0.9;LowVol:-0.5 | MaxPos6% | 10 | 30 | 4.5 | trailing 8% | 142 | 20.7 | Bull | 14.7 | 4.26 | 2.9 | 87 | 90 | 100 | 40 | false | Buy | Add to core equity +1% | -7 | -33 | BrokerC | VWAP | 91 | null | null | Normal monitoring | -8 | -19 | 39 | 5 | false | Tax-aware sells next window |
P6090 | Hands-off | Trust | USD | 2025-06-19 | 761,755 | 47,811 | 713,944 | 1 | 58 | 28.4 | 4.4 | 9.2 | VOO:25.0%;TLT:25.0%;HYG:25.0%;BRK.B:25.0% | US:66.7;EU:17.3;APAC:8.4;EM:4.2;Other:3.3 | Value:-0.6;Growth:-0.6;Quality:+0.6;Size:+0.7;Momentum:-0.4;LowVol:+0.1 | ESGOnly;NoDerivatives | 10 | 35 | 5.6 | trailing 8% | 163 | 17.4 | Sideways | 19.3 | 4.94 | 2.9 | 113 | -18 | 39 | 62 | false | Buy | Add to core equity +1% | -5 | 1 | BrokerB | LMT | 94 | null | null | Normal monitoring | 99 | 14 | 123 | 4 | false | Tighten stops on momentum names |
P6091 | Systematic | Trust | USD | 2025-04-27 | 1,334,759 | 58,548 | 1,276,211 | 1 | 60.8 | 21.8 | 11.5 | 5.8 | MUB:14.3%;HYG:18.4%;AMZN:17.2%;QQQ:25.0%;VNQ:25.0% | US:67.9;EU:12.5;APAC:6.2;EM:10.0;Other:3.4 | Value:+0.3;Growth:+0.9;Quality:+0.7;Size:+0.8;Momentum:+0.6;LowVol:-0.7 | null | 5 | 25 | 5 | hard 12% | 166 | 27.9 | Volatile | 22.2 | 4.01 | 3.7 | 152 | -38 | 16 | 66 | false | Sell | Trim extended winner -1% | 10 | -4 | BrokerB | LMT | 90 | null | null | Normal monitoring | 1 | -41 | 93 | 4 | false | Monitor dispersion and breadth |
P6092 | Active | IRA | USD | 2025-06-03 | 1,330,033 | 102,972 | 1,227,061 | 1 | 66 | 26.3 | 0 | 7.7 | AMZN:21.1%;BRK.B:10.6%;MSFT:21.1%;VTI:15.3%;GLD:17.9%;HYG:14.0% | US:60.4;EU:19.2;APAC:11.1;EM:7.6;Other:1.7 | Value:+0.1;Growth:-1.0;Quality:+0.4;Size:+0.1;Momentum:+0.4;LowVol:+0.4 | null | 7 | 35 | 5.9 | trailing 9% | 161 | 16.6 | Volatile | 21.4 | 4.73 | 3.5 | 113 | -57 | 7 | 59 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -23 | BrokerA | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -4 | 17 | -26 | 3 | false | Within IPS guidelines |
P6093 | Cautious | 401k | USD | 2025-05-02 | 263,404 | 32,808 | 230,596 | 1 | 46.7 | 39.8 | 0 | 13.6 | AAPL:24.5%;MUB:24.6%;XLF:14.0%;AMZN:12.4%;GLD:24.6% | US:63.2;EU:8.2;APAC:16.7;EM:7.6;Other:4.2 | Value:+0.2;Growth:-0.1;Quality:+0.5;Size:+0.2;Momentum:+0.8;LowVol:-0.3 | ESGOnly;NoMargin | 7 | 35 | 3.2 | trailing 8% | 122 | 18 | Bull | 17.9 | 4.71 | 3.1 | 84 | 85 | 78 | 36 | true | Rebalance | Rebalance back to target bands | -10 | -35 | BrokerD | MKT | 97 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 119 | -21 | 170 | 4 | false | Tighten stops on momentum names |
P6094 | Opportunistic | Trust | USD | 2024-10-28 | 491,881 | 24,611 | 467,270 | 1 | 67.3 | 16.8 | 8.9 | 7 | IEF:33.3%;AAPL:33.3%;QQQ:33.3% | US:66.6;EU:10.9;APAC:12.6;EM:7.6;Other:2.3 | Value:-0.7;Growth:+0.7;Quality:-0.0;Size:+0.6;Momentum:-0.3;LowVol:+0.3 | null | 8 | 25 | 4.5 | trailing 9% | 223 | 21.1 | Sideways | 14.8 | 4.34 | 2.1 | 135 | 8 | 65 | 56 | false | Rebalance | Shift +1% to bonds from equity | 20 | 2 | BrokerA | LMT | 89 | null | null | Normal monitoring | 82 | -11 | 133 | 3 | false | Increase defensive factor exposure |
P6095 | Opportunistic | Trust | USD | 2025-07-23 | 1,659,763 | 114,241 | 1,545,522 | 1 | 73.6 | 20.4 | 0 | 6.1 | AMZN:27.1%;BRK.B:27.1%;AAPL:18.7%;GLD:27.1% | US:63.7;EU:7.9;APAC:18.1;EM:9.7;Other:0.6 | Value:0.0;Growth:-0.2;Quality:-0.9;Size:+0.4;Momentum:+0.9;LowVol:+0.9 | MaxPos5% | 8 | 30 | 6.6 | hard 12% | 172 | 26.1 | Sideways | 20.3 | 4.43 | 2.1 | 114 | 4 | 41 | 69 | false | Rebalance | Shift +1% to bonds from equity | -6 | -20 | BrokerA | MKT | 89 | null | null | Normal monitoring | 107 | 17 | 158 | 3 | false | Monitor dispersion and breadth |
P6096 | Systematic | IRA | USD | 2025-01-28 | 416,553 | 29,198 | 387,355 | 1 | 60.6 | 33.6 | 0 | 5.8 | VOO:27.9%;AAPL:27.9%;MUB:16.3%;BND:27.9% | US:60.5;EU:13.9;APAC:12.0;EM:11.0;Other:2.6 | Value:+0.4;Growth:-0.2;Quality:-0.3;Size:+0.6;Momentum:-0.8;LowVol:+0.2 | null | 6 | 30 | 5 | hard 12% | 201 | 26.7 | Bull | 15.9 | 4.98 | 3 | 105 | 109 | 96 | 43 | false | Rebalance | Shift +1% to bonds from equity | 23 | 11 | BrokerB | LMT | 100 | null | null | Normal monitoring | 48 | 3 | 80 | 4 | false | Tighten stops on momentum names |
P6097 | Systematic | IRA | USD | 2025-02-15 | 1,347,282 | 74,397 | 1,272,885 | 1 | 61.7 | 31.4 | 1 | 5.9 | QQQ:33.3%;IEF:33.3%;XLF:33.3% | US:69.8;EU:13.5;APAC:5.8;EM:10.1;Other:0.8 | Value:-0.6;Growth:+0.6;Quality:+0.2;Size:-1.0;Momentum:-0.7;LowVol:-0.4 | MaxPos8% | 7 | 30 | 4.2 | hard 12% | 120 | 26.9 | Volatile | 28.3 | 3.6 | 2.7 | 172 | -8 | 51 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -38 | BrokerD | LMT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 20 | -60 | 108 | 4 | false | Within IPS guidelines |
P6098 | Hands-off | IRA | USD | 2025-08-30 | 445,829 | 36,285 | 409,544 | 1 | 65.1 | 16 | 12.7 | 6.2 | MSFT:33.3%;VOO:33.3%;BRK.B:33.3% | US:69.2;EU:7.9;APAC:6.9;EM:11.7;Other:4.2 | Value:+0.8;Growth:+0.3;Quality:0.0;Size:-0.3;Momentum:+0.5;LowVol:-0.6 | NoDerivatives | 7 | 35 | 3.7 | trailing 10% | 126 | 19.2 | Sideways | 21.8 | 4.13 | 2 | 95 | 58 | 69 | 61 | false | Hedge | Add TLT +1% as duration hedge | -7 | -8 | BrokerA | LMT | 85 | null | null | Normal monitoring | -38 | -56 | -1 | 3 | false | Tax-aware sells next window |
P6099 | Hands-off | Trust | USD | 2025-04-16 | 326,744 | 17,953 | 308,791 | 1 | 71.7 | 15.6 | 7 | 5.7 | VTI:20.0%;TLT:19.2%;BND:14.4%;GLD:18.9%;QQQ:7.5%;VOO:20.0% | US:58.9;EU:14.6;APAC:15.7;EM:8.9;Other:2.0 | Value:+0.6;Growth:+0.4;Quality:-0.9;Size:+0.8;Momentum:+0.3;LowVol:-0.6 | ESGOnly;MaxPos8% | 6 | 30 | 3.2 | hard 10% | 138 | 13.9 | Bull | 14.1 | 3.72 | 2.6 | 88 | 7 | 63 | 61 | true | Hedge | Buy index puts 1% notional | 2 | -1 | BrokerB | MKT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 12 | -52 | 81 | 5 | false | Within IPS guidelines |
P6100 | Hands-off | 401k | USD | 2025-03-24 | 781,961 | 73,193 | 708,768 | 1 | 60.1 | 19.2 | 15.6 | 5 | MUB:33.3%;AMZN:33.3%;HYG:33.3% | US:66.6;EU:16.0;APAC:8.7;EM:5.6;Other:3.1 | Value:+0.8;Growth:-0.9;Quality:-0.7;Size:-1.0;Momentum:-0.8;LowVol:-1.0 | ESGOnly;MaxPos5% | 8 | 25 | 3.2 | trailing 8% | 145 | 19.4 | Bear | 29.3 | 3.18 | 2.1 | 214 | -40 | 29 | 77 | true | Hedge | Buy index puts 1% notional | -13 | -17 | BrokerA | LMT | 100 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 22 | -6 | 108 | 4 | false | Monitor dispersion and breadth |
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