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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P6201 | Hands-off | Roth | USD | 2025-02-10 | 593,829 | 27,348 | 566,481 | 1 | 56.2 | 22.8 | 13 | 8.1 | VOO:20.7%;BRK.B:23.0%;QQQ:18.4%;TSLA:23.0%;MUB:14.9% | US:73.9;EU:7.1;APAC:6.1;EM:10.3;Other:2.7 | Value:+0.1;Growth:-0.1;Quality:+0.8;Size:-0.9;Momentum:-0.1;LowVol:+0.8 | ESGOnly;MaxPos6%;NoDerivatives | 8 | 30 | 3.7 | trailing 8% | 149 | 16.2 | Bull | 16.2 | 3.87 | 2.8 | 84 | 68 | 83 | 46 | false | Rebalance | Shift +1% to bonds from equity | 17 | 4 | BrokerD | LMT | 90 | null | null | Normal monitoring | 11 | -46 | 60 | 3 | false | Monitor dispersion and breadth |
P6202 | Hands-off | Trust | USD | 2025-09-19 | 586,693 | 42,042 | 544,651 | 1 | 69.5 | 24.5 | 0 | 6 | HYG:25.0%;TLT:25.0%;AMZN:25.0%;MSFT:25.0% | US:67.6;EU:12.0;APAC:12.0;EM:4.0;Other:4.4 | Value:+0.3;Growth:+0.7;Quality:-1.0;Size:-0.9;Momentum:-0.1;LowVol:+0.7 | null | 8 | 35 | 3.1 | trailing 10% | 107 | 17.5 | Sideways | 19.9 | 4.03 | 2.1 | 135 | -1 | 46 | 64 | false | Rebalance | Shift +1% to bonds from equity | 28 | 14 | BrokerD | MKT | 92 | null | null | Normal monitoring | -6 | -51 | -20 | 5 | false | Monitor dispersion and breadth |
P6203 | Systematic | 401k | USD | 2025-06-21 | 737,852 | 50,464 | 687,388 | 1 | 59.4 | 21 | 14.5 | 5.1 | AAPL:21.8%;VTI:19.0%;BND:8.0%;IEF:21.8%;AMZN:18.2%;TSLA:11.2% | US:58.0;EU:15.6;APAC:16.2;EM:6.4;Other:3.9 | Value:+0.3;Growth:-1.0;Quality:+0.1;Size:-0.4;Momentum:+0.1;LowVol:+0.7 | null | 10 | 30 | 5 | hard 12% | 229 | 20.7 | Bear | 34.8 | 4.33 | 2.8 | 201 | -100 | 5 | 89 | true | Hedge | Buy index puts 1% notional | 23 | 4 | BrokerD | MKT | 89 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 72 | 2 | 211 | 5 | false | Increase defensive factor exposure |
P6204 | Opportunistic | 401k | USD | 2025-08-19 | 1,604,447 | 69,656 | 1,534,791 | 1 | 72.6 | 14.1 | 6.5 | 6.9 | TLT:20.4%;BND:16.5%;VTI:18.5%;AMZN:22.2%;TSLA:22.2% | US:78.0;EU:10.7;APAC:5.9;EM:3.5;Other:1.9 | Value:-0.2;Growth:+0.4;Quality:-0.0;Size:-0.1;Momentum:+0.1;LowVol:-0.1 | MaxPos8% | 6 | 25 | 6.9 | trailing 9% | 188 | 32.1 | Volatile | 27.7 | 3.77 | 3.8 | 166 | 70 | 92 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | 6 | BrokerA | MKT | 91 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 39 | -12 | 41 | 5 | false | Increase defensive factor exposure |
P6205 | Opportunistic | Roth | USD | 2024-08-29 | 1,300,918 | 75,710 | 1,225,208 | 1 | 65.2 | 14.1 | 14.7 | 6 | TLT:21.6%;BRK.B:24.4%;AMZN:12.6%;QQQ:18.0%;TSLA:23.3% | US:64.2;EU:17.7;APAC:12.8;EM:4.7;Other:0.6 | Value:0.0;Growth:+1.0;Quality:-0.3;Size:+0.4;Momentum:-0.4;LowVol:0.0 | NoDerivatives | 6 | 25 | 4.3 | trailing 7% | 186 | 27.7 | Sideways | 17.8 | 4.17 | 2.9 | 92 | -13 | 47 | 50 | false | Rebalance | Shift +1% to bonds from equity | -12 | -9 | BrokerC | MKT | 92 | null | null | Normal monitoring | 114 | 4 | 208 | 4 | false | Monitor dispersion and breadth |
P6206 | Hands-off | IRA | USD | 2025-10-30 | 846,142 | 77,354 | 768,788 | 1 | 61.5 | 29.1 | 0 | 9.5 | BRK.B:15.1%;TLT:28.3%;IEF:28.3%;VOO:28.3% | US:62.4;EU:20.4;APAC:11.2;EM:3.3;Other:2.6 | Value:+0.2;Growth:-0.1;Quality:+1.0;Size:+0.8;Momentum:+0.1;LowVol:-0.6 | null | 8 | 25 | 5.4 | hard 10% | 114 | 14.1 | Sideways | 21.5 | 3.63 | 2.5 | 100 | 27 | 49 | 64 | false | NoAction | Within bands; monitor | -6 | 10 | BrokerD | MKT | 0 | null | null | Normal monitoring | 47 | -32 | 20 | 5 | false | Within IPS guidelines |
P6207 | Opportunistic | IRA | USD | 2025-09-25 | 1,528,497 | 86,731 | 1,441,766 | 1 | 63.2 | 12.4 | 17.7 | 6.7 | MUB:21.4%;VNQ:13.5%;BND:19.5%;VOO:21.4%;AAPL:14.2%;BRK.B:10.1% | US:71.3;EU:10.8;APAC:9.4;EM:8.3;Other:0.3 | Value:-0.4;Growth:+0.4;Quality:+0.2;Size:-0.4;Momentum:+0.7;LowVol:+0.2 | NoDerivatives | 7 | 35 | 7 | hard 12% | 277 | 26.2 | Volatile | 27.1 | 4.04 | 2.9 | 162 | 46 | 76 | 71 | true | Hedge | Buy index puts 1% notional | 18 | -34 | BrokerA | MKT | 99 | VAR>budget | Reduce | Risk above budget threshold | 106 | -29 | 120 | 3 | false | Tax-aware sells next window |
P6208 | Systematic | 401k | USD | 2025-11-01 | 1,170,176 | 74,856 | 1,095,320 | 1 | 67.2 | 25.4 | 1 | 6.3 | XLF:18.1%;BND:21.3%;IEF:20.2%;TSLA:10.6%;TLT:21.3%;HYG:8.6% | US:68.3;EU:18.1;APAC:6.3;EM:4.5;Other:2.9 | Value:0.0;Growth:+0.5;Quality:+0.5;Size:-0.2;Momentum:-0.3;LowVol:+0.6 | NoDerivatives | 10 | 25 | 4.2 | trailing 8% | 206 | 21.8 | Volatile | 20.9 | 5.4 | 2.4 | 122 | -53 | 33 | 70 | false | Buy | Add to core equity +1% | 13 | -13 | BrokerD | LMT | 98 | null | null | Normal monitoring | 45 | 0 | 121 | 4 | false | Increase defensive factor exposure |
P6209 | Cautious | Taxable | USD | 2025-08-30 | 471,740 | 53,813 | 417,927 | 1 | 40.4 | 37.7 | 9.7 | 12.2 | VNQ:7.7%;QQQ:14.6%;BRK.B:17.0%;TSLA:22.0%;TLT:18.1%;HYG:20.6% | US:75.1;EU:13.3;APAC:5.0;EM:3.7;Other:2.8 | Value:+0.2;Growth:-0.8;Quality:-0.4;Size:+1.0;Momentum:-0.4;LowVol:-0.4 | NoDerivatives;NoMargin | 6 | 25 | 4.1 | trailing 8% | 164 | 15.5 | Bull | 17.3 | 4.28 | 2.3 | 96 | 13 | 67 | 28 | false | Sell | Trim extended winner -1% | 34 | -29 | BrokerA | LMT | 95 | null | null | Normal monitoring | 105 | -59 | 236 | 5 | false | Tax-aware sells next window |
P6210 | Systematic | Taxable | USD | 2025-12-04 | 1,253,400 | 81,499 | 1,171,901 | 1 | 61.5 | 22.1 | 7.9 | 8.6 | TSLA:28.2%;VNQ:19.5%;XLF:24.2%;AAPL:28.2% | US:63.1;EU:7.8;APAC:10.4;EM:13.9;Other:4.8 | Value:-0.2;Growth:-0.2;Quality:-0.2;Size:-0.1;Momentum:+0.1;LowVol:+0.7 | MaxPos5% | 6 | 25 | 4.6 | trailing 8% | 202 | 18.6 | Volatile | 25.1 | 4.72 | 3.5 | 119 | 68 | 90 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | 4 | BrokerB | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 62 | -8 | 162 | 5 | false | Tax-aware sells next window |
P6211 | Cautious | Taxable | USD | 2024-08-21 | 279,121 | 27,354 | 251,767 | 1 | 47.3 | 37.9 | 0 | 14.8 | XLF:16.7%;HYG:20.1%;QQQ:19.7%;VOO:21.7%;AAPL:21.7% | US:75.1;EU:8.9;APAC:10.6;EM:4.5;Other:0.8 | Value:-0.5;Growth:+0.8;Quality:+0.4;Size:+0.7;Momentum:+0.3;LowVol:-0.1 | MaxPos8%;NoMargin | 5 | 30 | 5.4 | trailing 10% | 105 | 16.8 | Sideways | 17.7 | 3.64 | 2.8 | 129 | -20 | 29 | 36 | false | Buy | Add to core equity +1% | 11 | -13 | BrokerD | MKT | 94 | null | null | Normal monitoring | 84 | -50 | 174 | 3 | false | Increase defensive factor exposure |
P6212 | Systematic | IRA | USD | 2025-07-02 | 721,082 | 39,051 | 682,031 | 1 | 62.7 | 22.3 | 9.2 | 5.8 | MSFT:13.1%;TLT:15.1%;XLF:11.1%;BND:20.8%;VTI:18.4%;IEF:21.4% | US:70.1;EU:11.3;APAC:9.1;EM:8.9;Other:0.6 | Value:-0.1;Growth:+0.4;Quality:-0.2;Size:+0.4;Momentum:+0.4;LowVol:+0.3 | MaxPos5% | 6 | 25 | 5.8 | hard 12% | 204 | 24.7 | Volatile | 22.8 | 4.16 | 2.6 | 140 | 71 | 77 | 63 | false | Rebalance | Shift +1% to bonds from equity | 5 | 10 | BrokerD | LMT | 92 | null | null | Normal monitoring | -12 | -43 | 98 | 4 | false | Increase defensive factor exposure |
P6213 | Active | 401k | USD | 2024-11-10 | 1,112,885 | 103,906 | 1,008,979 | 1 | 51.5 | 30.4 | 9.9 | 8.1 | AMZN:23.3%;XLF:23.6%;IEF:7.5%;BRK.B:21.9%;VTI:23.6% | US:74.9;EU:8.6;APAC:11.4;EM:5.0;Other:0.1 | Value:+0.3;Growth:+0.3;Quality:+0.3;Size:+0.2;Momentum:-0.6;LowVol:+0.2 | null | 6 | 30 | 4.4 | trailing 9% | 222 | 22.3 | Sideways | 15.8 | 3.72 | 2.4 | 132 | 30 | 64 | 32 | false | Rebalance | Shift +1% to bonds from equity | 23 | 2 | BrokerC | LMT | 89 | null | null | Normal monitoring | 45 | -55 | 143 | 3 | false | Tighten stops on momentum names |
P6214 | Active | IRA | USD | 2025-01-22 | 1,486,203 | 171,454 | 1,314,749 | 1.17 | 58.1 | 30.6 | 2.6 | 8.8 | TLT:19.3%;VOO:26.9%;HYG:26.9%;TSLA:26.9% | US:67.2;EU:17.2;APAC:7.1;EM:6.7;Other:1.9 | Value:+0.9;Growth:0.0;Quality:+0.8;Size:-0.9;Momentum:-0.7;LowVol:+0.2 | null | 5 | 30 | 5.9 | trailing 9% | 148 | 21 | Bull | 14.2 | 4.58 | 3.5 | 91 | 45 | 67 | 38 | false | Rebalance | Shift +1% to bonds from equity | -11 | -36 | BrokerD | MKT | 87 | null | null | Normal monitoring | 80 | -52 | 149 | 4 | false | Tighten stops on momentum names |
P6215 | Opportunistic | Trust | USD | 2025-07-31 | 1,386,249 | 55,303 | 1,330,946 | 1 | 60.5 | 16.5 | 15 | 7.9 | QQQ:13.2%;VTI:19.7%;BND:22.4%;MSFT:22.4%;BRK.B:22.4% | US:57.4;EU:18.9;APAC:7.4;EM:11.4;Other:5.0 | Value:-0.4;Growth:+0.6;Quality:+0.6;Size:-0.5;Momentum:+0.3;LowVol:+0.3 | null | 7 | 30 | 4.6 | trailing 7% | 270 | 24.4 | Sideways | 17.1 | 3.8 | 2.8 | 96 | 28 | 76 | 46 | false | Rebalance | Shift +1% to bonds from equity | 3 | -20 | BrokerD | MKT | 94 | null | null | Normal monitoring | -45 | 18 | 55 | 5 | false | Increase defensive factor exposure |
P6216 | Cautious | IRA | USD | 2024-07-05 | 464,810 | 73,687 | 391,123 | 1 | 39.3 | 40.9 | 6.5 | 13.2 | VTI:22.6%;QQQ:9.5%;AMZN:22.6%;VOO:22.6%;IEF:22.6% | US:68.6;EU:10.1;APAC:9.0;EM:9.4;Other:2.8 | Value:+1.0;Growth:-0.3;Quality:+0.5;Size:+0.7;Momentum:-0.9;LowVol:-0.0 | ESGOnly;NoMargin | 5 | 35 | 3.7 | trailing 8% | 165 | 17.3 | Bull | 17.5 | 4.75 | 2 | 110 | 101 | 100 | 32 | false | Buy | Add to core equity +1% | -8 | -20 | BrokerB | VWAP | 86 | null | null | Normal monitoring | 18 | -15 | 21 | 5 | false | Increase defensive factor exposure |
P6217 | Hands-off | 401k | USD | 2025-03-03 | 822,164 | 56,236 | 765,928 | 1 | 66.6 | 24.9 | 0.8 | 7.7 | BRK.B:11.4%;XLF:19.4%;QQQ:7.9%;TSLA:20.4%;GLD:20.4%;HYG:20.4% | US:65.2;EU:14.4;APAC:12.1;EM:4.4;Other:3.9 | Value:+0.5;Growth:-0.3;Quality:+0.8;Size:-0.9;Momentum:-0.4;LowVol:-0.2 | ESGOnly;MaxPos5%;NoDerivatives | 7 | 25 | 3.5 | trailing 10% | 117 | 19.4 | Bull | 14.7 | 3.94 | 2.9 | 103 | 35 | 65 | 54 | false | Sell | Trim extended winner -1% | 21 | -29 | BrokerC | LMT | 90 | null | null | Normal monitoring | 42 | -57 | 72 | 3 | false | Monitor dispersion and breadth |
P6218 | Active | Trust | USD | 2025-11-11 | 1,767,905 | 144,758 | 1,623,147 | 1 | 58.2 | 24.4 | 7.7 | 9.7 | XLF:25.0%;GLD:25.0%;TLT:25.0%;VTI:25.0% | US:67.3;EU:7.6;APAC:9.6;EM:11.7;Other:3.8 | Value:+0.2;Growth:+0.4;Quality:-0.2;Size:+0.2;Momentum:+0.4;LowVol:-0.1 | NoDerivatives | 6 | 25 | 5 | trailing 8% | 148 | 20 | Volatile | 28.1 | 4.88 | 3 | 152 | -31 | 40 | 77 | true | Hedge | Buy index puts 1% notional | -4 | -9 | BrokerC | LMT | 86 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -57 | -26 | -59 | 2 | false | Tighten stops on momentum names |
P6219 | Hands-off | Taxable | USD | 2025-01-16 | 187,455 | 18,294 | 169,161 | 1 | 64 | 25.3 | 3.9 | 6.8 | MUB:21.1%;VTI:10.6%;AMZN:22.8%;HYG:22.8%;MSFT:22.8% | US:62.1;EU:12.9;APAC:12.1;EM:10.2;Other:2.7 | Value:-0.1;Growth:-0.4;Quality:-0.5;Size:+0.4;Momentum:-0.1;LowVol:0.0 | MaxPos7% | 10 | 35 | 5.5 | hard 10% | 169 | 18.7 | Bull | 11.8 | 4.63 | 3 | 74 | 10 | 47 | 35 | false | Rebalance | Shift +1% to bonds from equity | 33 | -9 | BrokerD | MKT | 97 | null | null | Normal monitoring | 25 | -53 | 42 | 5 | false | Tax-aware sells next window |
P6220 | Active | Taxable | USD | 2025-12-24 | 2,269,979 | 208,113 | 2,061,866 | 1 | 62.9 | 28.7 | 0 | 8.4 | BND:13.0%;AAPL:20.5%;MSFT:22.2%;MUB:22.2%;IEF:22.2% | US:60.0;EU:17.0;APAC:13.7;EM:6.1;Other:3.1 | Value:-0.7;Growth:-0.4;Quality:+0.5;Size:-0.7;Momentum:+0.3;LowVol:-0.2 | null | 8 | 35 | 4.6 | hard 12% | 139 | 23.2 | Bull | 15.4 | 3.95 | 3.3 | 109 | 62 | 67 | 43 | false | Buy | Add to core equity +1% | 6 | -30 | BrokerB | MKT | 87 | null | null | Normal monitoring | 102 | -38 | 210 | 4 | false | Monitor dispersion and breadth |
P6221 | Active | Taxable | USD | 2025-12-13 | 2,099,278 | 228,051 | 1,871,227 | 1 | 56 | 25.4 | 10.1 | 8.5 | MUB:33.3%;TLT:33.3%;VOO:33.3% | US:65.6;EU:6.9;APAC:7.8;EM:14.3;Other:5.4 | Value:+0.6;Growth:0.0;Quality:-0.8;Size:+0.1;Momentum:-0.9;LowVol:+0.3 | null | 8 | 30 | 5.6 | trailing 8% | 230 | 24.9 | Bull | 13.1 | 3.56 | 3 | 109 | 103 | 100 | 36 | false | Buy | Add to core equity +1% | 4 | 1 | BrokerB | MKT | 88 | null | null | Normal monitoring | 113 | -4 | 249 | 3 | false | Increase defensive factor exposure |
P6222 | Cautious | Taxable | USD | 2024-10-05 | 824,207 | 97,021 | 727,186 | 1 | 37.1 | 32.4 | 14.3 | 16.2 | VOO:27.3%;MSFT:18.1%;TSLA:27.3%;AAPL:27.3% | US:63.5;EU:11.9;APAC:8.4;EM:11.9;Other:4.3 | Value:-0.8;Growth:-0.5;Quality:-0.6;Size:+0.5;Momentum:-1.0;LowVol:+1.0 | NoMargin | 7 | 35 | 3.1 | trailing 8% | 126 | 18.6 | Sideways | 15.3 | 4.37 | 3.4 | 115 | 26 | 76 | 33 | true | Hedge | Buy index puts 1% notional | -12 | 13 | BrokerB | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | -57 | 7 | -11 | 4 | false | Tighten stops on momentum names |
P6223 | Active | IRA | USD | 2024-10-29 | 532,342 | 32,395 | 499,947 | 1 | 62.5 | 28.3 | 0 | 9.2 | VTI:23.2%;TSLA:23.2%;VOO:16.1%;QQQ:14.4%;TLT:23.2% | US:53.3;EU:20.7;APAC:13.6;EM:8.6;Other:3.7 | Value:-0.6;Growth:+0.3;Quality:+0.7;Size:+0.7;Momentum:+0.6;LowVol:0.0 | null | 6 | 35 | 4.6 | hard 12% | 152 | 19.6 | Sideways | 19.3 | 4.5 | 2.2 | 138 | 31 | 56 | 47 | false | Hedge | Add TLT +1% as duration hedge | 24 | 8 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 71 | -22 | 69 | 4 | false | Tax-aware sells next window |
P6224 | Active | Taxable | USD | 2024-09-16 | 1,302,534 | 117,048 | 1,185,486 | 1 | 65.9 | 19.1 | 8.4 | 6.5 | QQQ:12.9%;IEF:20.8%;MUB:20.8%;AMZN:15.9%;TSLA:18.2%;BND:11.3% | US:66.1;EU:10.8;APAC:6.9;EM:11.9;Other:4.2 | Value:+0.7;Growth:-0.4;Quality:-0.3;Size:-0.6;Momentum:-0.4;LowVol:+0.6 | MaxPos7%;NoDerivatives | 6 | 25 | 4.1 | trailing 9% | 222 | 20.5 | Volatile | 23.1 | 4.81 | 3.8 | 144 | -11 | 49 | 55 | true | Hedge | Buy index puts 1% notional | 32 | -23 | BrokerC | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | -60 | 1 | 63 | 4 | true | Tighten stops on momentum names |
P6225 | Opportunistic | Trust | USD | 2025-10-09 | 346,579 | 18,497 | 328,082 | 1 | 60.1 | 14.7 | 20.4 | 4.7 | MSFT:23.6%;VOO:12.1%;BND:23.6%;XLF:17.2%;HYG:23.6% | US:67.1;EU:15.2;APAC:7.5;EM:10.0;Other:0.2 | Value:-0.7;Growth:+0.2;Quality:+0.7;Size:-0.6;Momentum:+0.5;LowVol:-0.2 | MaxPos7% | 8 | 35 | 6.7 | trailing 7% | 197 | 32.2 | Bull | 17.3 | 4.53 | 3 | 119 | 46 | 58 | 44 | false | Rebalance | Shift +1% to bonds from equity | -3 | -37 | BrokerC | MKT | 90 | null | null | Normal monitoring | 21 | -55 | 144 | 3 | false | Within IPS guidelines |
P6226 | Systematic | Taxable | USD | 2025-09-20 | 883,751 | 46,935 | 836,816 | 1 | 65.5 | 25 | 4.4 | 5.1 | VOO:15.5%;XLF:21.4%;IEF:20.4%;GLD:21.4%;VTI:21.4% | US:63.1;EU:15.0;APAC:11.0;EM:8.3;Other:2.5 | Value:+0.2;Growth:-0.1;Quality:-0.3;Size:-0.5;Momentum:-1.0;LowVol:+0.9 | MaxPos7% | 10 | 25 | 5.9 | trailing 9% | 216 | 26.7 | Bull | 13.5 | 4.42 | 3.1 | 117 | 71 | 96 | 48 | false | NoAction | Within bands; monitor | 17 | -9 | BrokerC | LMT | 98 | null | null | Normal monitoring | 107 | -10 | 103 | 5 | false | Within IPS guidelines |
P6227 | Hands-off | 401k | USD | 2024-09-03 | 201,594 | 9,521 | 192,073 | 1 | 66.9 | 25.4 | 0 | 7.7 | AAPL:33.3%;TSLA:33.3%;IEF:33.3% | US:70.7;EU:10.6;APAC:7.1;EM:10.7;Other:0.9 | Value:-0.9;Growth:+0.2;Quality:+0.2;Size:-0.4;Momentum:-0.3;LowVol:+0.3 | null | 6 | 30 | 4.7 | trailing 8% | 128 | 15.4 | Bear | 26.2 | 3.58 | 1.3 | 198 | -50 | 32 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | -3 | BrokerA | LMT | 90 | VAR>budget | Hedge | Risk above budget threshold | 83 | -28 | 83 | 2 | false | Tax-aware sells next window |
P6228 | Cautious | Taxable | USD | 2024-11-19 | 361,170 | 36,533 | 324,637 | 1 | 46 | 30.4 | 7.8 | 15.9 | MSFT:33.5%;VTI:33.1%;AMZN:33.5% | US:70.9;EU:8.7;APAC:14.7;EM:4.9;Other:0.9 | Value:-0.5;Growth:-0.3;Quality:+0.7;Size:-0.6;Momentum:+0.9;LowVol:-0.6 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 8 | 25 | 4.6 | trailing 10% | 143 | 13.2 | Sideways | 17.3 | 3.59 | 3 | 113 | 31 | 69 | 35 | false | Rebalance | Shift +1% to bonds from equity | 28 | -6 | BrokerD | LMT | 96 | null | null | Normal monitoring | -37 | -36 | 17 | 4 | false | Tax-aware sells next window |
P6229 | Hands-off | Taxable | USD | 2025-06-26 | 267,130 | 19,539 | 247,591 | 1 | 68.2 | 23.8 | 0 | 7.9 | MSFT:16.2%;MUB:27.9%;IEF:27.9%;AMZN:27.9% | US:62.9;EU:18.9;APAC:8.8;EM:4.9;Other:4.5 | Value:+0.1;Growth:+0.8;Quality:+0.4;Size:+0.7;Momentum:+0.1;LowVol:+0.8 | MaxPos7%;NoDerivatives | 5 | 30 | 4.9 | hard 10% | 148 | 15.4 | Bear | 32.8 | 3.64 | 3 | 136 | -40 | 26 | 88 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | 3 | BrokerB | MKT | 98 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -54 | 8 | 9 | 5 | false | Tax-aware sells next window |
P6230 | Opportunistic | IRA | USD | 2025-09-12 | 753,697 | 60,599 | 693,098 | 1.23 | 75.3 | 15.9 | 4.4 | 4.3 | VOO:22.9%;BND:13.7%;BRK.B:22.9%;XLF:18.8%;AAPL:21.7% | US:64.0;EU:15.1;APAC:10.7;EM:6.6;Other:3.7 | Value:+0.1;Growth:+0.1;Quality:-0.2;Size:-0.9;Momentum:-0.8;LowVol:-0.5 | MaxPos6%;NoDerivatives | 5 | 35 | 6.7 | trailing 7% | 229 | 24.7 | Bear | 26.6 | 3.26 | 1.7 | 198 | 4 | 53 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 6 | -20 | BrokerD | MKT | 92 | VAR>budget | Reduce | Risk above budget threshold | 33 | -60 | 4 | 5 | true | Monitor dispersion and breadth |
P6231 | Cautious | Trust | USD | 2025-08-04 | 712,836 | 64,850 | 647,986 | 1 | 45.7 | 40.8 | 0 | 13.5 | BND:20.0%;VOO:22.3%;TSLA:22.5%;MSFT:12.7%;MUB:22.5% | US:68.6;EU:7.6;APAC:9.9;EM:11.7;Other:2.2 | Value:-0.2;Growth:-0.5;Quality:+0.6;Size:+0.5;Momentum:+0.9;LowVol:-1.0 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 7 | 25 | 4.7 | hard 10% | 148 | 20 | Sideways | 19.2 | 4.97 | 2.1 | 103 | 11 | 46 | 35 | false | Rebalance | Shift +1% to bonds from equity | -6 | 9 | BrokerA | VWAP | 99 | null | null | Normal monitoring | -11 | -9 | 66 | 3 | false | Within IPS guidelines |
P6232 | Systematic | Trust | USD | 2024-09-18 | 1,331,006 | 64,612 | 1,266,394 | 1 | 63.5 | 22.3 | 4.2 | 10 | HYG:33.6%;TSLA:32.9%;XLF:33.6% | US:71.0;EU:14.5;APAC:6.2;EM:5.6;Other:2.7 | Value:+0.3;Growth:+0.9;Quality:+1.0;Size:-0.8;Momentum:-0.2;LowVol:+0.8 | null | 6 | 35 | 5.6 | hard 12% | 153 | 16.7 | Volatile | 27.8 | 4.83 | 3.5 | 122 | 12 | 66 | 67 | false | Rebalance | Shift +1% to bonds from equity | -9 | -10 | BrokerD | MKT | 93 | null | null | Normal monitoring | 88 | -11 | 105 | 3 | false | Tax-aware sells next window |
P6233 | Cautious | IRA | USD | 2025-09-26 | 269,794 | 28,228 | 241,566 | 1 | 39.3 | 42.9 | 2.8 | 15.1 | VOO:38.6%;TLT:38.6%;BRK.B:22.8% | US:66.3;EU:13.3;APAC:10.1;EM:9.7;Other:0.5 | Value:-0.3;Growth:+0.1;Quality:+0.2;Size:-0.9;Momentum:-0.9;LowVol:-0.0 | MaxPos7%;NoDerivatives;NoMargin | 7 | 35 | 5.6 | trailing 8% | 93 | 18.2 | Bull | 15.6 | 4.44 | 2.1 | 118 | 92 | 100 | 29 | false | Sell | Trim extended winner -1% | -13 | -8 | BrokerB | MKT | 92 | null | null | Normal monitoring | -50 | -39 | -77 | 5 | false | Monitor dispersion and breadth |
P6234 | Systematic | Trust | USD | 2025-09-04 | 1,242,093 | 65,435 | 1,176,658 | 1 | 64.3 | 24.6 | 4.6 | 6.4 | VNQ:16.2%;XLF:12.1%;QQQ:23.9%;VOO:23.9%;TLT:23.9% | US:66.0;EU:16.1;APAC:9.9;EM:4.1;Other:3.8 | Value:+0.3;Growth:+0.3;Quality:-0.1;Size:+0.8;Momentum:+1.0;LowVol:-0.2 | MaxPos6%;NoDerivatives | 6 | 30 | 5.6 | hard 12% | 147 | 16.9 | Sideways | 14.4 | 3.64 | 3.2 | 95 | -16 | 56 | 39 | false | Rebalance | Shift +1% to bonds from equity | 9 | 1 | BrokerD | LMT | 89 | null | null | Normal monitoring | 51 | -1 | 13 | 5 | false | Tighten stops on momentum names |
P6235 | Opportunistic | 401k | USD | 2025-02-11 | 491,644 | 17,147 | 474,497 | 1.05 | 71.6 | 15.9 | 3.6 | 8.9 | TSLA:16.9%;VNQ:22.7%;VOO:15.0%;XLF:22.7%;MUB:22.7% | US:68.0;EU:12.5;APAC:10.9;EM:7.3;Other:1.2 | Value:+0.5;Growth:+0.5;Quality:-0.2;Size:-0.2;Momentum:-0.4;LowVol:+0.3 | null | 6 | 30 | 4.4 | trailing 9% | 178 | 32.5 | Sideways | 15.6 | 4.15 | 3.2 | 111 | -13 | 33 | 57 | false | Sell | Trim extended winner -1% | 22 | -17 | BrokerA | LMT | 88 | null | null | Normal monitoring | -8 | -54 | 48 | 4 | false | Tax-aware sells next window |
P6236 | Active | Taxable | USD | 2025-10-16 | 1,286,127 | 139,379 | 1,146,748 | 1 | 58.5 | 24.7 | 9.9 | 6.8 | AMZN:33.3%;AAPL:33.3%;TLT:33.3% | US:56.5;EU:17.3;APAC:10.8;EM:11.8;Other:3.6 | Value:-0.6;Growth:-0.4;Quality:+1.0;Size:-0.3;Momentum:+0.3;LowVol:-1.0 | NoDerivatives | 5 | 35 | 4.7 | trailing 9% | 163 | 26.8 | Bull | 12.7 | 4.59 | 2 | 73 | 43 | 70 | 34 | false | Buy | Add to core equity +1% | 10 | 6 | BrokerC | LMT | 88 | null | null | Normal monitoring | 111 | -29 | 168 | 4 | false | Tighten stops on momentum names |
P6237 | Cautious | Trust | USD | 2024-12-25 | 630,575 | 51,925 | 578,650 | 1 | 41.4 | 44.4 | 3.7 | 10.4 | AMZN:22.3%;GLD:22.3%;BND:22.3%;VTI:10.8%;BRK.B:22.3% | US:69.2;EU:18.0;APAC:7.8;EM:4.2;Other:0.7 | Value:-1.0;Growth:+0.7;Quality:-1.0;Size:+0.4;Momentum:+0.1;LowVol:+0.8 | ESGOnly;NoMargin | 6 | 30 | 3.8 | hard 10% | 145 | 13.1 | Bull | 16.8 | 3.6 | 2.8 | 75 | 85 | 100 | 41 | false | Rebalance | Shift +1% to bonds from equity | 30 | -34 | BrokerB | VWAP | 90 | null | null | Normal monitoring | 117 | -13 | 201 | 3 | false | Within IPS guidelines |
P6238 | Opportunistic | Taxable | USD | 2025-10-20 | 1,367,350 | 104,837 | 1,262,513 | 1 | 61.7 | 19.3 | 12.3 | 6.7 | MUB:16.8%;VNQ:23.1%;IEF:17.1%;BRK.B:23.1%;TSLA:19.8% | US:66.5;EU:7.8;APAC:13.6;EM:9.6;Other:2.5 | Value:+0.9;Growth:-0.4;Quality:+0.4;Size:+0.7;Momentum:-0.9;LowVol:+0.3 | NoDerivatives | 5 | 30 | 5.2 | trailing 9% | 270 | 32.7 | Bull | 13.4 | 4.2 | 2.7 | 110 | 3 | 52 | 38 | false | Rebalance | Shift +1% to bonds from equity | 35 | 13 | BrokerB | MKT | 85 | null | null | Normal monitoring | 88 | -8 | 163 | 5 | false | Monitor dispersion and breadth |
P6239 | Active | IRA | USD | 2025-10-11 | 687,074 | 64,403 | 622,671 | 1.08 | 52.2 | 23.9 | 16.7 | 7.3 | BRK.B:21.1%;VTI:9.9%;QQQ:13.6%;GLD:21.1%;HYG:17.6%;XLF:16.6% | US:67.8;EU:6.7;APAC:14.4;EM:10.4;Other:0.7 | Value:-0.5;Growth:0.0;Quality:-0.4;Size:-0.8;Momentum:-0.5;LowVol:+0.6 | NoDerivatives | 5 | 30 | 5.4 | hard 12% | 202 | 27.7 | Sideways | 19.7 | 4.15 | 2.2 | 116 | 44 | 83 | 45 | false | Rebalance | Shift +1% to bonds from equity | -13 | -10 | BrokerC | LMT | 89 | null | null | Normal monitoring | -17 | -30 | 62 | 3 | false | Tax-aware sells next window |
P6240 | Cautious | Trust | USD | 2025-07-24 | 484,805 | 45,818 | 438,987 | 1 | 47.5 | 32.3 | 5.4 | 14.9 | XLF:16.0%;QQQ:28.0%;AMZN:28.0%;IEF:28.0% | US:64.0;EU:17.9;APAC:13.2;EM:3.5;Other:1.3 | Value:+0.3;Growth:+0.6;Quality:0.0;Size:+0.9;Momentum:+0.6;LowVol:+1.0 | NoMargin | 10 | 25 | 5.2 | trailing 8% | 157 | 15.8 | Bull | 12 | 3.63 | 2.6 | 120 | 20 | 68 | 36 | false | Rebalance | Shift +1% to bonds from equity | 4 | -37 | BrokerB | MKT | 97 | null | null | Normal monitoring | 99 | -13 | 64 | 4 | false | Monitor dispersion and breadth |
P6241 | Systematic | Roth | USD | 2024-08-11 | 1,555,011 | 143,285 | 1,411,726 | 1 | 64.2 | 28.1 | 0 | 7.7 | TSLA:11.4%;GLD:20.9%;TLT:20.9%;MUB:15.8%;MSFT:10.1%;XLF:20.9% | US:56.5;EU:19.1;APAC:10.7;EM:10.5;Other:3.1 | Value:+0.6;Growth:0.0;Quality:+0.2;Size:-0.3;Momentum:+0.4;LowVol:+0.7 | MaxPos5% | 7 | 25 | 5.4 | hard 12% | 151 | 23.1 | Bull | 15.4 | 4.09 | 3.2 | 93 | 11 | 56 | 52 | false | Buy | Add to core equity +1% | -7 | -20 | BrokerA | MKT | 94 | null | null | Normal monitoring | 35 | 6 | 125 | 3 | false | Increase defensive factor exposure |
P6242 | Cautious | 401k | USD | 2025-01-02 | 472,259 | 45,085 | 427,174 | 1 | 38.3 | 43.2 | 7.9 | 10.7 | BRK.B:36.7%;MUB:26.6%;VNQ:36.7% | US:63.3;EU:14.6;APAC:11.8;EM:8.3;Other:1.9 | Value:-1.0;Growth:-0.5;Quality:-0.1;Size:-0.8;Momentum:-0.5;LowVol:+0.8 | MaxPos7%;NoMargin | 10 | 30 | 4.8 | trailing 8% | 156 | 14.4 | Sideways | 16.3 | 3.51 | 2.3 | 96 | 34 | 70 | 29 | false | Sell | Trim extended winner -1% | -5 | -32 | BrokerB | MKT | 85 | null | null | Normal monitoring | 27 | -49 | 66 | 5 | false | Increase defensive factor exposure |
P6243 | Opportunistic | 401k | USD | 2025-09-06 | 1,062,350 | 60,215 | 1,002,135 | 1 | 63.9 | 10.7 | 18.1 | 7.3 | TLT:28.3%;MSFT:28.3%;GLD:28.3%;AMZN:15.0% | US:64.6;EU:18.5;APAC:7.3;EM:7.9;Other:1.6 | Value:-0.1;Growth:-1.0;Quality:+0.1;Size:+0.1;Momentum:-0.8;LowVol:-0.4 | MaxPos5% | 7 | 30 | 6.9 | trailing 7% | 222 | 31.5 | Volatile | 27.8 | 4.42 | 4.3 | 122 | -38 | 40 | 67 | false | Buy | Add to core equity +1% | 24 | -32 | BrokerB | LMT | 87 | null | null | Normal monitoring | -18 | -38 | 37 | 3 | false | Within IPS guidelines |
P6244 | Hands-off | Trust | USD | 2025-03-12 | 655,130 | 51,975 | 603,155 | 1 | 69.3 | 17.6 | 5.6 | 7.5 | TLT:33.3%;IEF:33.3%;MUB:33.3% | US:73.9;EU:10.4;APAC:5.2;EM:5.4;Other:5.1 | Value:-0.4;Growth:-1.0;Quality:+0.9;Size:-0.5;Momentum:+0.7;LowVol:-0.4 | MaxPos8% | 8 | 35 | 5.6 | trailing 8% | 158 | 13.6 | Sideways | 21.7 | 4.9 | 2.2 | 92 | 54 | 69 | 54 | false | NoAction | Within bands; monitor | -9 | -5 | BrokerB | LMT | 87 | null | null | Normal monitoring | -1 | -11 | 13 | 3 | false | Tighten stops on momentum names |
P6245 | Opportunistic | Trust | USD | 2025-03-31 | 414,198 | 33,689 | 380,509 | 1 | 66.8 | 12.1 | 15.9 | 5.1 | IEF:25.0%;MUB:25.0%;TLT:25.0%;GLD:25.0% | US:60.7;EU:12.8;APAC:10.6;EM:11.5;Other:4.4 | Value:-0.7;Growth:-0.5;Quality:-0.8;Size:+0.8;Momentum:+0.3;LowVol:+0.5 | NoDerivatives | 8 | 35 | 5 | trailing 9% | 162 | 34.3 | Bear | 31 | 4 | 2.7 | 153 | 15 | 63 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | -2 | BrokerA | MKT | 94 | VAR>budget | Hedge | Risk above budget threshold | 80 | -23 | 161 | 4 | false | Increase defensive factor exposure |
P6246 | Active | Trust | USD | 2025-03-17 | 985,719 | 88,581 | 897,138 | 1 | 61.1 | 27.2 | 6.5 | 5.1 | AMZN:20.5%;VOO:8.0%;TLT:19.8%;AAPL:20.5%;QQQ:13.8%;MSFT:17.4% | US:76.9;EU:7.3;APAC:7.6;EM:5.1;Other:3.2 | Value:-1.0;Growth:+0.7;Quality:-0.1;Size:+0.6;Momentum:-0.2;LowVol:+0.8 | MaxPos5% | 8 | 25 | 4.1 | trailing 8% | 221 | 17.9 | Sideways | 19.7 | 4.83 | 2.8 | 95 | 1 | 46 | 66 | false | Sell | Trim extended winner -1% | 14 | -14 | BrokerA | LMT | 99 | null | null | Normal monitoring | -51 | -41 | 21 | 3 | false | Tighten stops on momentum names |
P6247 | Cautious | IRA | USD | 2025-08-31 | 424,900 | 57,319 | 367,581 | 1 | 49 | 38.1 | 0 | 12.9 | MSFT:24.9%;AAPL:37.6%;XLF:37.6% | US:71.1;EU:12.3;APAC:6.5;EM:4.9;Other:5.2 | Value:-0.3;Growth:+1.0;Quality:+0.6;Size:-0.6;Momentum:-0.1;LowVol:-0.9 | NoMargin | 8 | 30 | 4.8 | hard 10% | 125 | 15.5 | Bull | 16.6 | 4.5 | 3.2 | 86 | 56 | 87 | 51 | false | NoAction | Within bands; monitor | 10 | 13 | BrokerB | MKT | 0 | null | null | Normal monitoring | -10 | -15 | 37 | 4 | false | Tighten stops on momentum names |
P6248 | Hands-off | 401k | USD | 2025-09-02 | 551,442 | 47,723 | 503,719 | 1 | 64.7 | 18.2 | 9.1 | 8 | MUB:33.3%;QQQ:33.3%;MSFT:33.3% | US:77.2;EU:6.9;APAC:7.1;EM:7.6;Other:1.2 | Value:-0.2;Growth:+0.1;Quality:-0.1;Size:+0.2;Momentum:+0.2;LowVol:-0.5 | ESGOnly;NoDerivatives | 7 | 30 | 4.2 | hard 10% | 151 | 19.3 | Bull | 15.1 | 4.95 | 2.1 | 80 | 29 | 57 | 47 | false | Buy | Add to core equity +1% | 3 | 0 | BrokerD | LMT | 91 | null | null | Normal monitoring | -30 | -40 | 37 | 3 | false | Increase defensive factor exposure |
P6249 | Cautious | Trust | USD | 2025-03-21 | 825,880 | 108,231 | 717,649 | 1 | 49 | 32.7 | 0.6 | 17.6 | AAPL:23.9%;VOO:16.9%;HYG:23.9%;TLT:11.4%;VTI:23.9% | US:70.7;EU:9.4;APAC:11.0;EM:4.6;Other:4.3 | Value:+0.9;Growth:-0.5;Quality:-1.0;Size:+0.7;Momentum:-0.6;LowVol:+0.3 | ESGOnly;NoMargin | 5 | 30 | 5.5 | hard 10% | 170 | 15.5 | Bear | 27.7 | 4.46 | 1.8 | 204 | -44 | 27 | 74 | true | Hedge | Buy index puts 1% notional | 5 | -8 | BrokerA | VWAP | 98 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 86 | 20 | 143 | 3 | false | Monitor dispersion and breadth |
P6250 | Hands-off | IRA | USD | 2024-10-07 | 875,517 | 47,506 | 828,011 | 1 | 55.2 | 17.4 | 21.2 | 6.2 | BRK.B:33.3%;MSFT:33.3%;XLF:33.3% | US:71.4;EU:7.2;APAC:8.7;EM:10.9;Other:1.9 | Value:-0.7;Growth:-0.1;Quality:-0.8;Size:+0.6;Momentum:-0.9;LowVol:-0.5 | MaxPos7% | 8 | 25 | 6 | hard 10% | 157 | 15.4 | Bear | 32.5 | 3.7 | 2.8 | 218 | -89 | 13 | 76 | true | Hedge | Buy index puts 1% notional | -3 | -3 | BrokerC | LMT | 91 | VAR>budget | Hedge | Risk above budget threshold | -17 | -15 | 57 | 4 | false | Tighten stops on momentum names |
P6251 | Active | IRA | USD | 2025-05-12 | 1,403,342 | 164,729 | 1,238,613 | 1 | 53.7 | 31.4 | 7.9 | 7 | BRK.B:33.3%;MSFT:33.3%;VOO:33.3% | US:68.8;EU:13.4;APAC:8.5;EM:6.2;Other:3.1 | Value:+0.2;Growth:+0.7;Quality:-0.8;Size:-0.1;Momentum:+0.3;LowVol:+0.8 | NoDerivatives | 10 | 30 | 4 | trailing 8% | 128 | 17.8 | Bear | 28.4 | 3.38 | 1.6 | 205 | -111 | 5 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | -4 | BrokerA | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -44 | -38 | 28 | 5 | false | Within IPS guidelines |
P6252 | Active | IRA | USD | 2024-07-09 | 910,212 | 79,424 | 830,788 | 1 | 68 | 23.2 | 3.4 | 5.4 | AAPL:18.0%;HYG:23.7%;MSFT:23.7%;MUB:10.8%;VOO:23.7% | US:67.1;EU:11.9;APAC:9.0;EM:10.0;Other:2.0 | Value:+0.1;Growth:-0.4;Quality:+0.1;Size:+0.1;Momentum:+0.1;LowVol:-0.0 | MaxPos7% | 6 | 35 | 4.1 | hard 12% | 139 | 26.8 | Bull | 12.1 | 4.66 | 2.4 | 110 | 33 | 56 | 42 | false | Rebalance | Shift +1% to bonds from equity | 18 | -21 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 40 | -16 | 106 | 4 | false | Within IPS guidelines |
P6253 | Hands-off | 401k | USD | 2025-01-01 | 156,181 | 7,162 | 149,019 | 1 | 58.1 | 27.9 | 5.4 | 8.5 | MSFT:25.6%;IEF:25.6%;AAPL:11.7%;AMZN:11.6%;VTI:25.6% | US:73.2;EU:6.5;APAC:16.0;EM:3.6;Other:0.6 | Value:-0.4;Growth:+0.8;Quality:+0.5;Size:+0.8;Momentum:+0.4;LowVol:+0.4 | null | 10 | 35 | 4 | trailing 8% | 143 | 13.9 | Volatile | 26.9 | 3.71 | 3.6 | 130 | 26 | 69 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | -16 | BrokerD | MKT | 87 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -51 | -48 | 37 | 2 | false | Tighten stops on momentum names |
P6254 | Opportunistic | Roth | USD | 2024-12-31 | 1,564,054 | 92,039 | 1,472,015 | 1 | 72.6 | 15.6 | 5.5 | 6.2 | BND:25.2%;VTI:25.2%;BRK.B:24.4%;GLD:25.2% | US:71.2;EU:7.2;APAC:7.9;EM:9.6;Other:4.2 | Value:-0.1;Growth:-0.7;Quality:+0.6;Size:0.0;Momentum:-1.0;LowVol:+0.2 | NoDerivatives | 6 | 35 | 5.5 | trailing 7% | 228 | 28.9 | Volatile | 21 | 4.47 | 4.1 | 123 | 78 | 83 | 72 | true | Hedge | Buy index puts 1% notional | 16 | 0 | BrokerC | LMT | 90 | RegimeShift | Pause | Volatility spike and breadth deterioration | 73 | 17 | 119 | 2 | false | Within IPS guidelines |
P6255 | Active | Trust | USD | 2024-07-11 | 2,485,233 | 230,995 | 2,254,238 | 1 | 66 | 25.3 | 0 | 8.7 | TLT:33.3%;VOO:33.3%;BND:33.3% | US:67.6;EU:10.2;APAC:12.3;EM:7.8;Other:2.1 | Value:+0.3;Growth:-0.0;Quality:-0.1;Size:0.0;Momentum:-0.3;LowVol:-0.8 | null | 5 | 30 | 5.3 | hard 12% | 180 | 23.2 | Sideways | 17.9 | 4.54 | 2.6 | 130 | 19 | 58 | 63 | false | Buy | Add to core equity +1% | 29 | -1 | BrokerA | MKT | 95 | null | null | Normal monitoring | 48 | -31 | 145 | 3 | false | Monitor dispersion and breadth |
P6256 | Active | Roth | USD | 2024-12-12 | 1,217,513 | 110,955 | 1,106,558 | 1 | 54.1 | 25.9 | 13.3 | 6.6 | TSLA:22.6%;BND:22.6%;HYG:13.7%;MUB:22.6%;MSFT:18.6% | US:56.8;EU:18.2;APAC:11.3;EM:13.4;Other:0.3 | Value:-0.5;Growth:+0.8;Quality:+0.9;Size:-0.8;Momentum:+0.5;LowVol:+0.9 | MaxPos5%;NoDerivatives | 8 | 30 | 5.4 | hard 12% | 218 | 27.7 | Sideways | 15.6 | 4.17 | 2 | 111 | 14 | 67 | 49 | false | Rebalance | Shift +1% to bonds from equity | 14 | 5 | BrokerA | LMT | 92 | null | null | Normal monitoring | -17 | -43 | 80 | 3 | false | Within IPS guidelines |
P6257 | Opportunistic | Roth | USD | 2025-07-24 | 809,885 | 63,303 | 746,582 | 1 | 76.3 | 11.7 | 5.3 | 6.6 | BND:22.1%;GLD:17.6%;TLT:18.7%;VNQ:22.1%;XLF:19.6% | US:53.1;EU:20.3;APAC:10.6;EM:11.1;Other:4.9 | Value:+0.7;Growth:+0.7;Quality:-0.5;Size:-0.8;Momentum:+0.3;LowVol:+0.5 | null | 7 | 30 | 5.9 | trailing 9% | 182 | 22.3 | Sideways | 17.8 | 3.91 | 2.7 | 133 | 40 | 74 | 53 | false | Sell | Trim extended winner -1% | 25 | 11 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 35 | -47 | 163 | 5 | false | Tighten stops on momentum names |
P6258 | Cautious | IRA | USD | 2025-07-11 | 709,508 | 110,164 | 599,344 | 1 | 50.2 | 33.5 | 0 | 16.4 | HYG:22.2%;TLT:10.7%;VTI:13.0%;AAPL:22.2%;XLF:22.2%;BND:9.5% | US:68.1;EU:15.3;APAC:11.0;EM:5.4;Other:0.2 | Value:-0.6;Growth:-0.4;Quality:+0.9;Size:+0.6;Momentum:+0.4;LowVol:+0.9 | NoMargin | 7 | 35 | 5.9 | hard 10% | 133 | 19.7 | Bull | 13.4 | 4.23 | 2.6 | 108 | 83 | 83 | 42 | false | Buy | Add to core equity +1% | -5 | 6 | BrokerC | MKT | 92 | null | null | Normal monitoring | 100 | -4 | 128 | 5 | false | Tax-aware sells next window |
P6259 | Hands-off | IRA | USD | 2024-12-13 | 866,408 | 57,120 | 809,288 | 1 | 64.6 | 16.2 | 12 | 7.2 | VTI:33.3%;VOO:33.3%;MUB:33.3% | US:63.1;EU:13.9;APAC:13.2;EM:5.2;Other:4.7 | Value:-0.1;Growth:-0.7;Quality:+0.5;Size:-0.9;Momentum:+0.3;LowVol:+0.8 | null | 8 | 35 | 5.7 | trailing 8% | 104 | 16.8 | Volatile | 30.7 | 4.13 | 4.4 | 110 | 31 | 60 | 72 | true | Hedge | Buy index puts 1% notional | 15 | -24 | BrokerB | MKT | 88 | VAR>budget | Hedge | Risk above budget threshold | -49 | -56 | -13 | 5 | false | Within IPS guidelines |
P6260 | Hands-off | 401k | USD | 2025-08-29 | 794,331 | 56,015 | 738,316 | 1 | 68.2 | 23.6 | 0 | 8.3 | VTI:18.8%;IEF:16.2%;TSLA:21.7%;BND:21.7%;HYG:21.7% | US:72.5;EU:8.6;APAC:11.7;EM:2.8;Other:4.5 | Value:+1.0;Growth:-0.1;Quality:-0.0;Size:+0.3;Momentum:+1.0;LowVol:+0.6 | NoDerivatives | 8 | 30 | 5.9 | trailing 10% | 118 | 14.3 | Sideways | 16.8 | 3.59 | 2.1 | 101 | -28 | 23 | 64 | false | Rebalance | Shift +1% to bonds from equity | 11 | 5 | BrokerC | LMT | 93 | null | null | Normal monitoring | 68 | -17 | 130 | 3 | false | Tighten stops on momentum names |
P6261 | Cautious | 401k | USD | 2025-01-21 | 757,383 | 84,505 | 672,878 | 1 | 42.9 | 39.5 | 0.5 | 17 | GLD:9.9%;AMZN:13.1%;VNQ:21.0%;QQQ:21.0%;VOO:18.6%;BND:16.4% | US:62.5;EU:17.4;APAC:7.5;EM:8.8;Other:3.9 | Value:+0.4;Growth:+0.8;Quality:+0.9;Size:-0.7;Momentum:-0.2;LowVol:+0.7 | NoMargin | 6 | 35 | 5 | trailing 8% | 106 | 15.9 | Volatile | 30.6 | 5.04 | 4.5 | 134 | 17 | 52 | 57 | false | Hedge | Add TLT +1% as duration hedge | 12 | -8 | BrokerC | LMT | 95 | null | null | Normal monitoring | -27 | -54 | -34 | 4 | false | Within IPS guidelines |
P6262 | Systematic | Trust | USD | 2024-09-14 | 1,538,837 | 144,051 | 1,394,786 | 1 | 62.5 | 21.2 | 7 | 9.3 | MSFT:20.7%;VOO:23.0%;IEF:10.4%;TLT:23.0%;TSLA:23.0% | US:61.7;EU:17.1;APAC:14.9;EM:4.5;Other:1.8 | Value:-0.4;Growth:-0.9;Quality:+0.3;Size:+0.1;Momentum:-0.3;LowVol:-0.1 | null | 7 | 30 | 5.5 | hard 12% | 189 | 23.6 | Bull | 14.4 | 4.76 | 3.3 | 109 | 50 | 82 | 56 | false | Sell | Trim extended winner -1% | 21 | 7 | BrokerA | MKT | 93 | null | null | Normal monitoring | -22 | -20 | 71 | 3 | false | Tighten stops on momentum names |
P6263 | Cautious | 401k | USD | 2025-02-01 | 798,842 | 83,076 | 715,766 | 1 | 43.3 | 37.4 | 1.9 | 17.4 | VTI:20.4%;BND:24.9%;HYG:27.4%;QQQ:27.4% | US:75.1;EU:10.6;APAC:6.5;EM:7.3;Other:0.5 | Value:-0.6;Growth:+0.4;Quality:+0.4;Size:-0.7;Momentum:-1.0;LowVol:-0.7 | ESGOnly;NoMargin | 6 | 25 | 3.7 | trailing 8% | 90 | 17.2 | Bull | 15.8 | 4.2 | 2 | 120 | 102 | 100 | 33 | false | Buy | Add to core equity +1% | 5 | -11 | BrokerD | MKT | 95 | null | null | Normal monitoring | -49 | -43 | -37 | 5 | false | Increase defensive factor exposure |
P6264 | Opportunistic | Roth | USD | 2024-08-11 | 401,283 | 19,260 | 382,023 | 1 | 67.2 | 13.5 | 14.6 | 4.6 | TSLA:39.8%;QQQ:39.8%;VNQ:20.3% | US:68.3;EU:13.9;APAC:9.3;EM:4.6;Other:3.9 | Value:+0.7;Growth:-0.7;Quality:+0.4;Size:-0.0;Momentum:-0.6;LowVol:+0.6 | null | 5 | 35 | 6.2 | hard 12% | 213 | 21.6 | Bear | 22 | 3.34 | 1.2 | 179 | -108 | 5 | 73 | true | Rebalance | Rebalance back to target bands | 23 | 8 | BrokerC | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 81 | -48 | 100 | 5 | true | Tax-aware sells next window |
P6265 | Systematic | IRA | USD | 2024-08-08 | 765,373 | 62,722 | 702,651 | 1 | 58.7 | 22.8 | 9.3 | 9.1 | IEF:25.0%;BRK.B:25.0%;AMZN:25.0%;MUB:24.9% | US:65.2;EU:11.6;APAC:11.3;EM:10.5;Other:1.4 | Value:+0.7;Growth:-0.1;Quality:+0.9;Size:-1.0;Momentum:+0.9;LowVol:+0.7 | MaxPos6%;NoDerivatives | 10 | 35 | 5.5 | trailing 9% | 186 | 17.7 | Sideways | 14.5 | 4.98 | 2.4 | 96 | 33 | 56 | 49 | false | Rebalance | Shift +1% to bonds from equity | 23 | 4 | BrokerA | VWAP | 93 | null | null | Normal monitoring | 92 | -32 | 115 | 5 | false | Increase defensive factor exposure |
P6266 | Cautious | Taxable | USD | 2025-12-26 | 170,901 | 18,387 | 152,514 | 1 | 40.1 | 31.6 | 13.7 | 14.6 | TLT:33.3%;BND:33.3%;AMZN:33.3% | US:70.5;EU:14.8;APAC:6.7;EM:5.0;Other:3.0 | Value:+0.4;Growth:-0.9;Quality:+0.2;Size:-0.4;Momentum:-0.2;LowVol:-0.6 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 10 | 30 | 5.3 | trailing 10% | 163 | 16.7 | Sideways | 20.5 | 4.46 | 2.6 | 136 | 45 | 80 | 35 | false | Rebalance | Shift +1% to bonds from equity | -5 | -36 | BrokerB | LMT | 94 | null | null | Normal monitoring | 116 | -42 | 101 | 3 | false | Tax-aware sells next window |
P6267 | Opportunistic | Roth | USD | 2025-12-01 | 939,297 | 64,696 | 874,601 | 1 | 77.3 | 17.3 | 0.5 | 4.9 | BRK.B:19.0%;QQQ:15.1%;TLT:12.0%;VOO:21.3%;MSFT:17.4%;AMZN:15.1% | US:65.9;EU:12.3;APAC:12.5;EM:7.7;Other:1.6 | Value:+0.7;Growth:-0.3;Quality:+0.6;Size:-0.6;Momentum:-0.3;LowVol:+0.5 | NoDerivatives | 6 | 35 | 5.7 | trailing 9% | 219 | 28.3 | Bull | 16.6 | 3.87 | 3.5 | 103 | 58 | 71 | 52 | false | Rebalance | Shift +1% to bonds from equity | 30 | 4 | BrokerB | LMT | 88 | null | null | Normal monitoring | -10 | 9 | 51 | 5 | false | Tighten stops on momentum names |
P6268 | Cautious | 401k | USD | 2024-11-17 | 562,376 | 76,603 | 485,773 | 1 | 42 | 33.1 | 14.5 | 10.5 | BRK.B:12.0%;TSLA:13.5%;BND:22.5%;GLD:6.9%;MUB:22.5%;AMZN:22.5% | US:69.4;EU:9.7;APAC:13.4;EM:5.1;Other:2.4 | Value:+1.0;Growth:0.0;Quality:-0.2;Size:+0.3;Momentum:+0.4;LowVol:+0.5 | MaxPos6%;NoMargin | 7 | 25 | 5 | trailing 10% | 128 | 19.8 | Bull | 13.2 | 3.75 | 2 | 116 | 99 | 97 | 24 | false | Rebalance | Shift +1% to bonds from equity | -6 | 11 | BrokerA | MKT | 88 | null | null | Normal monitoring | 44 | -12 | 172 | 5 | false | Monitor dispersion and breadth |
P6269 | Active | Roth | USD | 2025-11-12 | 1,954,772 | 230,121 | 1,724,651 | 1.05 | 65.5 | 18.1 | 11.1 | 5.4 | TLT:26.2%;AAPL:26.2%;BRK.B:21.3%;VOO:26.2% | US:66.3;EU:7.7;APAC:11.1;EM:11.1;Other:3.8 | Value:+0.9;Growth:-0.5;Quality:+0.2;Size:+0.7;Momentum:+0.4;LowVol:-0.7 | MaxPos6% | 6 | 30 | 4.6 | trailing 8% | 163 | 17.7 | Sideways | 14.7 | 3.66 | 2.6 | 105 | 31 | 67 | 49 | false | Rebalance | Shift +1% to bonds from equity | 4 | -24 | BrokerC | MKT | 97 | null | null | Normal monitoring | 22 | -41 | 92 | 4 | false | Monitor dispersion and breadth |
P6270 | Systematic | Taxable | USD | 2024-07-20 | 1,477,625 | 134,319 | 1,343,306 | 1 | 56.4 | 20.7 | 17.3 | 5.6 | VOO:33.3%;IEF:33.3%;AMZN:33.3% | US:61.4;EU:8.1;APAC:13.1;EM:11.7;Other:5.6 | Value:-0.6;Growth:+0.5;Quality:-0.7;Size:-1.0;Momentum:-0.4;LowVol:+0.9 | MaxPos8% | 5 | 30 | 5.4 | hard 12% | 211 | 24.7 | Volatile | 28 | 4.27 | 4.1 | 140 | 80 | 94 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | -18 | BrokerC | LMT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 73 | -37 | 183 | 5 | false | Tighten stops on momentum names |
P6271 | Opportunistic | 401k | USD | 2025-05-14 | 511,105 | 43,423 | 467,682 | 1 | 73.1 | 18.8 | 2.6 | 5.5 | BND:14.9%;QQQ:14.4%;XLF:13.3%;MUB:15.7%;BRK.B:21.5%;VNQ:20.1% | US:68.2;EU:10.5;APAC:10.3;EM:7.0;Other:4.0 | Value:+0.3;Growth:+0.6;Quality:+0.4;Size:-0.6;Momentum:-0.2;LowVol:-0.3 | null | 8 | 35 | 5.4 | hard 12% | 174 | 25.6 | Bull | 11.1 | 4.15 | 2.6 | 119 | 119 | 96 | 50 | false | Buy | Add to core equity +1% | -1 | -32 | BrokerB | LMT | 91 | null | null | Normal monitoring | -57 | -11 | 36 | 4 | false | Monitor dispersion and breadth |
P6272 | Active | IRA | USD | 2024-09-01 | 2,282,831 | 148,921 | 2,133,910 | 1.09 | 55.7 | 23.3 | 15.3 | 5.7 | MSFT:16.2%;BRK.B:14.9%;VOO:24.6%;TSLA:24.6%;AAPL:19.6% | US:61.9;EU:12.3;APAC:12.6;EM:9.7;Other:3.5 | Value:+0.4;Growth:+0.7;Quality:-0.1;Size:-0.9;Momentum:+0.8;LowVol:+0.8 | MaxPos7% | 7 | 35 | 5 | trailing 9% | 182 | 22.3 | Sideways | 16.2 | 4.84 | 2.3 | 99 | 25 | 71 | 55 | false | Buy | Add to core equity +1% | 0 | 7 | BrokerB | LMT | 88 | null | null | Normal monitoring | -36 | 2 | 80 | 5 | false | Tighten stops on momentum names |
P6273 | Systematic | IRA | USD | 2024-10-30 | 1,824,485 | 81,599 | 1,742,886 | 1 | 65.1 | 29.3 | 0 | 5.6 | VOO:29.9%;HYG:16.6%;VNQ:23.6%;AMZN:29.9% | US:62.3;EU:17.1;APAC:10.6;EM:7.1;Other:3.0 | Value:+0.4;Growth:-0.9;Quality:+0.4;Size:-0.3;Momentum:-0.7;LowVol:-0.9 | MaxPos6% | 6 | 30 | 4.5 | trailing 9% | 153 | 17.2 | Volatile | 26.9 | 4.38 | 2.9 | 123 | 73 | 84 | 65 | false | Buy | Add to core equity +1% | -3 | -12 | BrokerB | MKT | 87 | null | null | Normal monitoring | 1 | -42 | 106 | 5 | false | Monitor dispersion and breadth |
P6274 | Opportunistic | Trust | USD | 2024-12-11 | 1,348,778 | 52,521 | 1,296,257 | 1 | 60.5 | 14.6 | 19.5 | 5.4 | BND:12.5%;MUB:20.4%;QQQ:13.6%;AMZN:20.4%;VOO:13.1%;XLF:20.1% | US:61.6;EU:17.2;APAC:9.8;EM:7.4;Other:4.0 | Value:+0.3;Growth:-0.1;Quality:-0.3;Size:0.0;Momentum:+0.6;LowVol:+0.3 | null | 6 | 35 | 4.8 | trailing 7% | 176 | 26.8 | Bull | 15.2 | 4.91 | 2.6 | 79 | 95 | 100 | 42 | false | Rebalance | Shift +1% to bonds from equity | 22 | -29 | BrokerB | MKT | 92 | null | null | Normal monitoring | 55 | -45 | 32 | 3 | false | Tighten stops on momentum names |
P6275 | Cautious | Roth | USD | 2024-09-13 | 398,417 | 46,503 | 351,914 | 1 | 45.2 | 35.4 | 1.5 | 17.9 | AMZN:30.8%;AAPL:34.6%;TSLA:34.6% | US:58.6;EU:18.4;APAC:11.8;EM:10.3;Other:0.9 | Value:-0.2;Growth:+0.3;Quality:-0.5;Size:+0.3;Momentum:-0.4;LowVol:+0.6 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 6 | trailing 8% | 107 | 16.6 | Volatile | 23.7 | 5.22 | 4.1 | 142 | 67 | 78 | 63 | false | NoAction | Within bands; monitor | -4 | 15 | BrokerD | MKT | 0 | null | null | Normal monitoring | 87 | -45 | 122 | 4 | false | Tax-aware sells next window |
P6276 | Active | IRA | USD | 2025-01-14 | 1,062,906 | 99,609 | 963,297 | 1 | 64.8 | 18.2 | 9.1 | 7.8 | HYG:26.3%;AAPL:29.4%;MSFT:14.8%;XLF:29.4% | US:64.0;EU:6.9;APAC:14.5;EM:12.3;Other:2.4 | Value:+0.2;Growth:-0.6;Quality:-0.1;Size:-0.8;Momentum:+0.2;LowVol:-0.4 | null | 8 | 35 | 5.5 | trailing 8% | 151 | 18.3 | Volatile | 24.1 | 4.01 | 3 | 149 | -3 | 60 | 68 | false | Rebalance | Shift +1% to bonds from equity | 7 | -38 | BrokerB | LMT | 91 | null | null | Normal monitoring | 7 | -26 | 68 | 5 | false | Monitor dispersion and breadth |
P6277 | Active | 401k | USD | 2025-03-31 | 2,178,777 | 230,539 | 1,948,238 | 1 | 68.5 | 20.8 | 5.4 | 5.3 | VOO:19.2%;VTI:20.4%;VNQ:16.7%;MUB:20.4%;XLF:8.0%;TSLA:15.5% | US:74.5;EU:9.8;APAC:7.2;EM:4.8;Other:3.7 | Value:-0.5;Growth:+0.6;Quality:-0.1;Size:-0.4;Momentum:-0.5;LowVol:-0.9 | NoDerivatives | 6 | 35 | 5 | trailing 8% | 150 | 25.6 | Bear | 24.7 | 4.22 | 2.3 | 198 | 7 | 45 | 61 | false | NoAction | Within bands; monitor | 11 | 12 | BrokerA | LMT | 92 | null | null | Normal monitoring | -49 | 10 | -56 | 3 | false | Within IPS guidelines |
P6278 | Systematic | Trust | USD | 2025-07-11 | 899,057 | 77,125 | 821,932 | 1 | 61.7 | 32.1 | 0 | 6.2 | BRK.B:30.9%;QQQ:17.8%;IEF:30.9%;VOO:20.4% | US:76.4;EU:9.4;APAC:7.2;EM:5.5;Other:1.5 | Value:+0.6;Growth:-0.6;Quality:-0.9;Size:-0.2;Momentum:+0.6;LowVol:+0.4 | MaxPos6%;NoDerivatives | 6 | 35 | 4.1 | trailing 8% | 156 | 19.8 | Volatile | 27 | 3.98 | 4.5 | 160 | 16 | 54 | 64 | false | Sell | Trim extended winner -1% | 34 | -21 | BrokerA | VWAP | 93 | null | null | Normal monitoring | -2 | -13 | 128 | 5 | false | Increase defensive factor exposure |
P6279 | Cautious | Trust | USD | 2025-11-11 | 315,006 | 39,522 | 275,484 | 1 | 39.2 | 44.2 | 5.8 | 10.7 | GLD:19.4%;IEF:14.9%;XLF:20.6%;BND:10.0%;VTI:14.6%;MSFT:20.6% | US:57.6;EU:21.0;APAC:14.2;EM:4.8;Other:2.5 | Value:-0.6;Growth:+0.5;Quality:-0.3;Size:-0.4;Momentum:+0.7;LowVol:-0.5 | MaxPos6%;NoMargin | 5 | 25 | 4.7 | hard 10% | 117 | 19.5 | Sideways | 14.9 | 4.94 | 3.1 | 110 | -30 | 40 | 41 | false | Sell | Trim extended winner -1% | 34 | -6 | BrokerB | LMT | 98 | null | null | Normal monitoring | -25 | -59 | -25 | 5 | false | Tax-aware sells next window |
P6280 | Systematic | IRA | USD | 2025-06-07 | 831,742 | 52,763 | 778,979 | 1 | 59.9 | 29.2 | 4.9 | 5.9 | QQQ:20.1%;VOO:28.2%;AAPL:28.2%;TSLA:23.4% | US:54.3;EU:16.8;APAC:14.3;EM:9.7;Other:4.9 | Value:+0.5;Growth:-0.5;Quality:-0.2;Size:+0.5;Momentum:+0.1;LowVol:-0.6 | MaxPos8%;NoDerivatives | 8 | 25 | 5.2 | hard 12% | 217 | 18.6 | Volatile | 21.3 | 4.01 | 3 | 180 | -9 | 41 | 67 | false | Buy | Add to core equity +1% | 0 | -20 | BrokerC | MKT | 95 | null | null | Normal monitoring | -26 | -55 | 92 | 4 | false | Tax-aware sells next window |
P6281 | Hands-off | IRA | USD | 2024-08-30 | 681,693 | 66,982 | 614,711 | 1 | 66.1 | 24.3 | 4.3 | 5.3 | XLF:20.8%;TSLA:10.0%;VNQ:18.7%;MUB:19.2%;HYG:10.6%;BRK.B:20.8% | US:67.4;EU:7.0;APAC:14.9;EM:6.4;Other:4.2 | Value:+0.4;Growth:+0.2;Quality:-0.2;Size:-0.4;Momentum:-0.5;LowVol:-1.0 | MaxPos6%;NoDerivatives | 8 | 25 | 4 | trailing 8% | 130 | 12.8 | Sideways | 17.9 | 4.45 | 2.8 | 118 | -26 | 34 | 65 | false | Rebalance | Shift +1% to bonds from equity | 16 | 13 | BrokerB | VWAP | 99 | null | null | Normal monitoring | -54 | -7 | 70 | 4 | false | Tax-aware sells next window |
P6282 | Hands-off | Trust | USD | 2025-04-23 | 497,903 | 24,947 | 472,956 | 1 | 66.9 | 17.2 | 10.6 | 5.3 | BRK.B:14.1%;IEF:22.3%;AAPL:12.8%;QQQ:11.9%;TLT:16.6%;XLF:22.3% | US:65.1;EU:16.0;APAC:12.3;EM:5.0;Other:1.6 | Value:+0.8;Growth:-0.9;Quality:+0.2;Size:-0.6;Momentum:-0.7;LowVol:+0.2 | ESGOnly | 5 | 35 | 5.5 | trailing 8% | 111 | 15.6 | Bull | 14.1 | 4.89 | 3 | 120 | 72 | 85 | 47 | false | Buy | Add to core equity +1% | -14 | -8 | BrokerC | LMT | 99 | null | null | Normal monitoring | -57 | -9 | -47 | 5 | false | Tax-aware sells next window |
P6283 | Hands-off | Trust | USD | 2025-03-18 | 345,616 | 21,295 | 324,321 | 1 | 62.8 | 29.8 | 2 | 5.4 | VTI:29.3%;MSFT:21.1%;TSLA:29.3%;QQQ:20.2% | US:65.5;EU:14.6;APAC:13.7;EM:5.2;Other:1.1 | Value:-0.5;Growth:+0.8;Quality:+0.7;Size:-0.5;Momentum:-0.2;LowVol:+0.5 | MaxPos8% | 10 | 25 | 3.6 | trailing 8% | 115 | 19.9 | Bull | 13 | 3.93 | 2.4 | 110 | 4 | 66 | 47 | false | Rebalance | Shift +1% to bonds from equity | 8 | -13 | BrokerD | MKT | 92 | null | null | Normal monitoring | -32 | -47 | -29 | 4 | false | Within IPS guidelines |
P6284 | Hands-off | Taxable | USD | 2025-08-20 | 352,700 | 31,187 | 321,513 | 1 | 73 | 21.4 | 0 | 5.6 | XLF:20.8%;IEF:13.8%;GLD:22.4%;AAPL:20.5%;HYG:22.4% | US:69.5;EU:9.9;APAC:6.4;EM:9.5;Other:4.7 | Value:-0.1;Growth:-0.4;Quality:+1.0;Size:0.0;Momentum:-0.1;LowVol:+0.2 | ESGOnly;MaxPos6%;NoDerivatives | 10 | 25 | 4.3 | trailing 8% | 159 | 17.4 | Volatile | 24.6 | 5.41 | 3.9 | 132 | 18 | 45 | 70 | false | Rebalance | Shift +1% to bonds from equity | 16 | -2 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 32 | -42 | 32 | 3 | false | Monitor dispersion and breadth |
P6285 | Systematic | Trust | USD | 2025-06-17 | 1,266,788 | 116,457 | 1,150,331 | 1 | 68.6 | 20.3 | 3.7 | 7.5 | VTI:14.4%;IEF:21.8%;MUB:8.7%;QQQ:11.5%;HYG:21.8%;GLD:21.8% | US:71.9;EU:5.9;APAC:12.9;EM:8.8;Other:0.4 | Value:+0.7;Growth:-0.7;Quality:+0.7;Size:-0.6;Momentum:+1.0;LowVol:-0.4 | MaxPos7% | 10 | 30 | 5.7 | trailing 8% | 169 | 16.5 | Sideways | 16.3 | 4.37 | 3.4 | 123 | 23 | 66 | 53 | false | Buy | Add to core equity +1% | 10 | -6 | BrokerD | MKT | 96 | null | null | Normal monitoring | -45 | -26 | -48 | 5 | false | Within IPS guidelines |
P6286 | Hands-off | Roth | USD | 2025-12-19 | 290,834 | 16,955 | 273,879 | 1 | 59.4 | 18.7 | 16.1 | 5.7 | BRK.B:33.3%;TSLA:33.3%;VNQ:33.3% | US:68.5;EU:10.9;APAC:8.3;EM:7.0;Other:5.2 | Value:+0.6;Growth:+0.4;Quality:+0.7;Size:-0.2;Momentum:+0.7;LowVol:-0.8 | null | 7 | 30 | 5.2 | hard 10% | 155 | 19.1 | Sideways | 14.6 | 3.67 | 3.2 | 121 | 30 | 69 | 43 | false | Sell | Trim extended winner -1% | -15 | -40 | BrokerB | MKT | 95 | null | null | Normal monitoring | -36 | -35 | 6 | 3 | false | Tighten stops on momentum names |
P6287 | Systematic | Roth | USD | 2025-04-13 | 405,426 | 34,097 | 371,329 | 1 | 68.8 | 23 | 1.7 | 6.5 | VNQ:33.6%;BND:33.6%;BRK.B:32.8% | US:65.3;EU:15.6;APAC:7.2;EM:7.9;Other:4.0 | Value:-0.7;Growth:-0.5;Quality:-0.8;Size:+1.0;Momentum:+0.7;LowVol:-0.6 | MaxPos7% | 6 | 25 | 5.8 | trailing 8% | 228 | 21.9 | Volatile | 26.8 | 5.22 | 3.2 | 178 | -31 | 26 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | -6 | BrokerC | MKT | 94 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -4 | -47 | -29 | 4 | false | Increase defensive factor exposure |
P6288 | Active | Taxable | USD | 2025-03-24 | 1,824,679 | 154,934 | 1,669,745 | 1.19 | 57.4 | 31 | 4 | 7.5 | HYG:33.3%;BRK.B:33.3%;VNQ:33.3% | US:69.3;EU:13.8;APAC:6.9;EM:7.0;Other:3.0 | Value:-0.1;Growth:-0.2;Quality:-0.8;Size:-0.7;Momentum:-0.5;LowVol:-0.1 | null | 5 | 25 | 4.1 | trailing 9% | 133 | 25 | Sideways | 18.5 | 4.57 | 3.1 | 100 | -26 | 46 | 56 | true | Hedge | Buy index puts 1% notional | -10 | -26 | BrokerA | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | -40 | -59 | 0 | 4 | false | Within IPS guidelines |
P6289 | Cautious | 401k | USD | 2025-10-26 | 260,410 | 26,504 | 233,906 | 1 | 43.6 | 43.8 | 0 | 12.6 | BND:26.0%;MSFT:26.0%;IEF:26.0%;XLF:22.1% | US:69.1;EU:17.2;APAC:6.0;EM:3.6;Other:4.1 | Value:-0.6;Growth:-1.0;Quality:-0.9;Size:-1.0;Momentum:-0.1;LowVol:-0.3 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 5 | 30 | 3.7 | trailing 8% | 139 | 16.4 | Bull | 15.6 | 3.99 | 3.1 | 98 | 49 | 72 | 38 | false | NoAction | Within bands; monitor | -10 | -3 | BrokerB | LMT | 88 | null | null | Normal monitoring | -21 | -20 | 38 | 3 | false | Tighten stops on momentum names |
P6290 | Hands-off | IRA | USD | 2025-05-16 | 778,956 | 42,696 | 736,260 | 1 | 58.5 | 30 | 4 | 7.6 | IEF:24.6%;AMZN:12.7%;VOO:19.2%;BRK.B:24.6%;MSFT:18.9% | US:69.7;EU:14.5;APAC:8.4;EM:6.3;Other:1.1 | Value:-0.5;Growth:+0.2;Quality:+0.1;Size:-0.8;Momentum:-0.6;LowVol:+0.4 | null | 5 | 25 | 4.4 | trailing 8% | 107 | 17.4 | Bear | 32.7 | 3.87 | 2.6 | 133 | 36 | 68 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -6 | BrokerB | LMT | 90 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 48 | -28 | 13 | 2 | false | Tighten stops on momentum names |
P6291 | Opportunistic | 401k | USD | 2025-12-18 | 987,597 | 67,415 | 920,182 | 1 | 62.7 | 18.2 | 12.5 | 6.6 | HYG:16.1%;BRK.B:25.2%;VOO:21.4%;BND:12.2%;IEF:25.2% | US:67.4;EU:12.4;APAC:12.0;EM:5.3;Other:2.8 | Value:-0.8;Growth:+0.2;Quality:0.0;Size:-0.5;Momentum:+0.6;LowVol:-0.4 | MaxPos8% | 7 | 35 | 5.5 | trailing 7% | 247 | 29.6 | Sideways | 20.6 | 4 | 3 | 128 | -25 | 50 | 65 | false | Rebalance | Shift +1% to bonds from equity | 30 | -36 | BrokerB | LMT | 85 | null | null | Normal monitoring | 16 | -31 | 77 | 3 | false | Monitor dispersion and breadth |
P6292 | Active | Roth | USD | 2025-02-06 | 919,024 | 95,254 | 823,770 | 1 | 54.5 | 29.6 | 10.3 | 5.6 | GLD:33.3%;VNQ:33.3%;XLF:33.3% | US:67.6;EU:9.9;APAC:16.1;EM:5.1;Other:1.3 | Value:+0.9;Growth:-0.7;Quality:+0.3;Size:+0.8;Momentum:-0.7;LowVol:-0.7 | NoDerivatives | 10 | 25 | 5.6 | hard 12% | 206 | 27.5 | Bull | 16.9 | 4.47 | 3.4 | 102 | 47 | 65 | 54 | false | Hedge | Add TLT +1% as duration hedge | 21 | -28 | BrokerC | LMT | 96 | null | null | Normal monitoring | 113 | -51 | 152 | 3 | false | Within IPS guidelines |
P6293 | Cautious | Roth | USD | 2024-11-05 | 371,620 | 52,397 | 319,223 | 1 | 43.3 | 31.1 | 11.1 | 14.5 | GLD:21.3%;QQQ:26.2%;TSLA:26.2%;BRK.B:26.2% | US:65.5;EU:14.1;APAC:10.1;EM:8.7;Other:1.5 | Value:-0.1;Growth:+0.2;Quality:-0.9;Size:-0.4;Momentum:+0.1;LowVol:-0.9 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 4.4 | trailing 8% | 133 | 15 | Sideways | 20.7 | 4.07 | 2.4 | 126 | 22 | 58 | 45 | false | Buy | Add to core equity +1% | -11 | 7 | BrokerB | MKT | 90 | null | null | Normal monitoring | 17 | -51 | 103 | 3 | false | Within IPS guidelines |
P6294 | Cautious | Roth | USD | 2024-08-16 | 517,954 | 81,103 | 436,851 | 1 | 47.2 | 38.9 | 0 | 13.9 | QQQ:33.3%;GLD:33.3%;VNQ:33.3% | US:62.7;EU:15.4;APAC:14.7;EM:5.5;Other:1.7 | Value:-0.3;Growth:-0.9;Quality:-0.1;Size:-0.1;Momentum:-1.0;LowVol:-0.0 | MaxPos8%;NoMargin | 7 | 30 | 5.7 | trailing 8% | 109 | 18.5 | Sideways | 20.1 | 4.54 | 3 | 106 | -9 | 40 | 52 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | -37 | BrokerB | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 76 | 9 | 62 | 2 | false | Tighten stops on momentum names |
P6295 | Hands-off | Taxable | USD | 2025-01-11 | 834,836 | 38,704 | 796,132 | 1 | 74.5 | 16.9 | 3.1 | 5.5 | VOO:25.0%;QQQ:25.0%;TSLA:25.0%;TLT:25.0% | US:74.8;EU:5.2;APAC:12.6;EM:6.8;Other:0.5 | Value:-0.9;Growth:+0.7;Quality:+0.2;Size:-0.8;Momentum:-0.5;LowVol:-0.7 | null | 8 | 25 | 5.7 | trailing 10% | 111 | 14.9 | Sideways | 19.3 | 3.79 | 3.2 | 106 | 8 | 60 | 59 | false | Buy | Add to core equity +1% | -3 | -34 | BrokerA | VWAP | 100 | null | null | Normal monitoring | -45 | 14 | 82 | 4 | false | Tighten stops on momentum names |
P6296 | Active | Taxable | USD | 2024-09-21 | 1,372,559 | 121,580 | 1,250,979 | 1 | 63.8 | 28.5 | 0 | 7.6 | TSLA:12.4%;GLD:18.8%;MUB:20.0%;XLF:14.3%;AAPL:19.8%;HYG:14.5% | US:58.2;EU:13.6;APAC:14.7;EM:9.0;Other:4.4 | Value:-0.3;Growth:+0.3;Quality:-0.4;Size:-0.3;Momentum:+0.9;LowVol:+0.8 | MaxPos7% | 5 | 35 | 4.7 | trailing 9% | 191 | 21.9 | Bull | 14.7 | 3.95 | 2.7 | 117 | 68 | 86 | 41 | false | Sell | Trim extended winner -1% | 2 | 15 | BrokerA | VWAP | 99 | null | null | Normal monitoring | 9 | -54 | 67 | 5 | false | Monitor dispersion and breadth |
P6297 | Active | IRA | USD | 2024-12-24 | 1,432,900 | 160,794 | 1,272,106 | 1 | 63.3 | 23.2 | 3.6 | 9.9 | XLF:28.3%;TSLA:26.9%;AAPL:28.3%;TLT:16.6% | US:63.3;EU:17.5;APAC:9.6;EM:5.6;Other:4.1 | Value:-0.3;Growth:+0.3;Quality:+1.0;Size:-0.9;Momentum:+0.8;LowVol:-0.6 | null | 8 | 25 | 5.7 | hard 12% | 206 | 21 | Volatile | 26.5 | 3.51 | 3.9 | 163 | -46 | 13 | 72 | true | Rebalance | Rebalance back to target bands | -11 | -40 | BrokerA | MKT | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 4 | 14 | 9 | 5 | false | Increase defensive factor exposure |
P6298 | Cautious | Trust | USD | 2025-02-27 | 558,078 | 44,707 | 513,371 | 1 | 51.4 | 37 | 0 | 11.7 | TLT:21.4%;VOO:9.7%;AMZN:12.5%;HYG:21.4%;BND:21.4%;TSLA:13.8% | US:72.3;EU:12.3;APAC:9.6;EM:3.8;Other:2.0 | Value:-0.7;Growth:-0.0;Quality:+0.5;Size:+0.4;Momentum:-0.3;LowVol:+0.6 | NoMargin | 7 | 25 | 6 | hard 10% | 93 | 14.1 | Bull | 11.1 | 3.99 | 3.1 | 113 | 46 | 76 | 34 | false | Rebalance | Shift +1% to bonds from equity | -10 | -16 | BrokerD | LMT | 92 | null | null | Normal monitoring | 26 | -13 | 80 | 3 | false | Tighten stops on momentum names |
P6299 | Systematic | Trust | USD | 2025-10-09 | 1,046,991 | 59,282 | 987,709 | 1 | 56.5 | 27.6 | 7.2 | 8.6 | TSLA:22.8%;GLD:22.8%;VTI:22.8%;HYG:12.8%;MSFT:18.8% | US:69.5;EU:17.7;APAC:4.5;EM:4.5;Other:3.8 | Value:-0.2;Growth:+0.2;Quality:-1.0;Size:-0.2;Momentum:-0.8;LowVol:-0.2 | NoDerivatives | 7 | 35 | 5.7 | trailing 8% | 178 | 20.2 | Bull | 18 | 4.95 | 2.6 | 73 | 105 | 92 | 58 | true | Rebalance | Rebalance back to target bands | -4 | -26 | BrokerD | MKT | 87 | VAR>budget | Hedge | Risk above budget threshold | 84 | -35 | 133 | 4 | false | Increase defensive factor exposure |
P6300 | Cautious | 401k | USD | 2025-08-19 | 440,451 | 49,219 | 391,232 | 1 | 46.6 | 42.3 | 0 | 11.1 | BND:33.8%;VNQ:33.8%;MUB:32.5% | US:61.3;EU:14.1;APAC:12.6;EM:8.9;Other:3.2 | Value:-0.6;Growth:+0.6;Quality:+1.0;Size:+0.5;Momentum:-0.7;LowVol:-0.2 | MaxPos5%;NoDerivatives;NoMargin | 6 | 25 | 3.2 | trailing 8% | 111 | 19.6 | Sideways | 15.9 | 4.64 | 2.1 | 117 | 43 | 83 | 48 | false | Buy | Add to core equity +1% | 13 | 0 | BrokerB | VWAP | 100 | null | null | Normal monitoring | 60 | 18 | 136 | 3 | false | Tighten stops on momentum names |
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