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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P6301 | Cautious | Roth | USD | 2024-07-17 | 541,984 | 61,582 | 480,402 | 1 | 51 | 31.2 | 5 | 12.8 | MUB:28.0%;GLD:28.0%;AAPL:16.0%;XLF:28.0% | US:74.5;EU:8.1;APAC:9.3;EM:5.7;Other:2.3 | Value:+1.0;Growth:-0.6;Quality:+0.4;Size:-0.9;Momentum:+0.4;LowVol:-0.1 | NoMargin | 10 | 35 | 4.6 | trailing 10% | 168 | 17.1 | Volatile | 24.1 | 4.84 | 2.7 | 116 | 57 | 93 | 49 | false | Hedge | Add TLT +1% as duration hedge | 2 | -16 | BrokerA | LMT | 89 | null | null | Normal monitoring | 19 | 1 | 20 | 3 | false | Monitor dispersion and breadth |
P6302 | Cautious | IRA | USD | 2025-09-05 | 761,449 | 102,420 | 659,029 | 1 | 51.7 | 34.4 | 1.3 | 12.6 | VNQ:13.9%;IEF:12.8%;AMZN:24.9%;QQQ:23.6%;TSLA:24.9% | US:67.7;EU:9.6;APAC:11.4;EM:8.1;Other:3.2 | Value:-0.0;Growth:+0.5;Quality:-0.3;Size:+0.6;Momentum:+0.6;LowVol:+0.9 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 7 | 25 | 5.2 | hard 10% | 126 | 15.8 | Volatile | 21.3 | 4.72 | 4 | 115 | 13 | 43 | 62 | true | Rebalance | Rebalance back to target bands | 33 | -11 | BrokerD | MKT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 63 | -48 | 171 | 4 | false | Increase defensive factor exposure |
P6303 | Hands-off | IRA | USD | 2025-01-27 | 744,391 | 48,751 | 695,640 | 1 | 59.1 | 26.2 | 6.8 | 7.9 | IEF:22.4%;TSLA:22.4%;AAPL:10.3%;MUB:22.4%;AMZN:22.4% | US:70.3;EU:9.8;APAC:10.4;EM:5.9;Other:3.5 | Value:-0.9;Growth:+0.4;Quality:+0.2;Size:-0.3;Momentum:-0.4;LowVol:+1.0 | MaxPos7% | 6 | 25 | 5.2 | trailing 8% | 124 | 12.7 | Bull | 14 | 3.69 | 2.5 | 85 | 2 | 60 | 33 | false | Rebalance | Shift +1% to bonds from equity | 16 | 1 | BrokerD | MKT | 92 | null | null | Normal monitoring | 99 | -23 | 85 | 3 | false | Increase defensive factor exposure |
P6304 | Systematic | IRA | USD | 2025-02-25 | 662,129 | 43,167 | 618,962 | 1 | 57.3 | 20.4 | 14 | 8.4 | BND:33.3%;BRK.B:33.3%;XLF:33.3% | US:62.1;EU:7.9;APAC:16.7;EM:10.2;Other:3.3 | Value:+0.1;Growth:+0.1;Quality:-0.6;Size:+1.0;Momentum:-0.9;LowVol:-0.7 | NoDerivatives | 7 | 25 | 4.5 | trailing 8% | 180 | 24.5 | Bull | 17 | 4.5 | 2.2 | 108 | 13 | 70 | 43 | false | Rebalance | Shift +1% to bonds from equity | 29 | -13 | BrokerA | MKT | 89 | null | null | Normal monitoring | -6 | -47 | -22 | 4 | false | Monitor dispersion and breadth |
P6305 | Cautious | 401k | USD | 2024-10-10 | 531,723 | 73,126 | 458,597 | 1 | 37.2 | 39.5 | 7.1 | 16.1 | QQQ:33.3%;GLD:33.3%;TSLA:33.3% | US:68.1;EU:14.9;APAC:5.2;EM:8.5;Other:3.4 | Value:+0.8;Growth:+0.4;Quality:-0.6;Size:-0.1;Momentum:0.0;LowVol:+0.2 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 10 | 30 | 5.1 | hard 10% | 139 | 14.1 | Sideways | 19.4 | 4.67 | 2.9 | 122 | 24 | 67 | 42 | false | NoAction | Within bands; monitor | 16 | -16 | BrokerA | LMT | 90 | null | null | Normal monitoring | -23 | 6 | 79 | 3 | false | Tax-aware sells next window |
P6306 | Cautious | Trust | USD | 2025-11-09 | 677,472 | 102,311 | 575,161 | 1 | 54.3 | 32.4 | 0 | 13.4 | TLT:23.2%;VTI:23.2%;IEF:20.1%;XLF:10.4%;BRK.B:23.2% | US:65.4;EU:16.7;APAC:6.0;EM:9.8;Other:2.0 | Value:-0.6;Growth:-0.8;Quality:-0.1;Size:+0.1;Momentum:+0.8;LowVol:+1.0 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 3 | trailing 8% | 100 | 13.4 | Sideways | 16.6 | 3.53 | 3.3 | 120 | 47 | 83 | 55 | true | Hedge | Buy index puts 1% notional | 32 | -1 | BrokerC | VWAP | 90 | VAR>budget | Pause | Risk above budget threshold | -47 | -1 | 93 | 4 | true | Monitor dispersion and breadth |
P6307 | Opportunistic | Taxable | USD | 2024-08-17 | 1,354,181 | 95,040 | 1,259,141 | 1 | 66.1 | 20.2 | 8 | 5.7 | VNQ:17.4%;AMZN:25.6%;TLT:25.6%;MSFT:17.5%;VOO:14.0% | US:60.9;EU:16.6;APAC:14.4;EM:7.1;Other:0.9 | Value:-0.9;Growth:-0.9;Quality:-0.0;Size:-0.9;Momentum:+0.2;LowVol:-0.8 | null | 6 | 30 | 4.1 | hard 12% | 206 | 33.3 | Bear | 25.4 | 3.36 | 1.7 | 143 | 15 | 70 | 64 | false | Rebalance | Shift +1% to bonds from equity | 15 | -15 | BrokerC | LMT | 91 | null | null | Normal monitoring | 6 | -31 | 140 | 4 | false | Monitor dispersion and breadth |
P6308 | Hands-off | Roth | USD | 2024-08-24 | 450,271 | 44,053 | 406,218 | 1 | 66.5 | 23.9 | 1.2 | 8.4 | TLT:24.6%;IEF:24.6%;TSLA:15.1%;BRK.B:24.6%;MSFT:11.1% | US:76.6;EU:5.4;APAC:11.6;EM:3.6;Other:2.9 | Value:0.0;Growth:+0.5;Quality:+1.0;Size:+0.4;Momentum:+0.5;LowVol:+0.9 | MaxPos6% | 8 | 25 | 4.7 | trailing 10% | 135 | 12.5 | Bull | 17.3 | 3.84 | 2.6 | 102 | 55 | 66 | 50 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | -7 | BrokerD | LMT | 90 | VAR>budget | TightenStops | Risk above budget threshold | -35 | -45 | -9 | 3 | true | Tighten stops on momentum names |
P6309 | Hands-off | Roth | USD | 2024-07-31 | 253,548 | 19,769 | 233,779 | 1 | 64.4 | 28.3 | 0 | 7.3 | VTI:20.4%;IEF:11.5%;GLD:19.5%;TSLA:20.1%;QQQ:17.1%;VOO:11.5% | US:66.4;EU:17.4;APAC:9.9;EM:5.8;Other:0.5 | Value:+0.7;Growth:+1.0;Quality:-0.3;Size:+0.8;Momentum:-0.4;LowVol:+0.4 | MaxPos8% | 6 | 25 | 4.8 | trailing 8% | 106 | 19.2 | Bear | 25.6 | 3.1 | 2.8 | 153 | -97 | 15 | 71 | true | Hedge | Buy index puts 1% notional | 27 | -34 | BrokerB | VWAP | 97 | VAR>budget | Reduce | Risk above budget threshold | 76 | -23 | 101 | 2 | false | Within IPS guidelines |
P6310 | Cautious | Taxable | USD | 2025-12-18 | 608,762 | 72,012 | 536,750 | 1 | 36.2 | 43 | 10.3 | 10.4 | VTI:33.3%;QQQ:33.3%;IEF:33.3% | US:57.4;EU:20.2;APAC:10.1;EM:9.3;Other:3.0 | Value:+0.4;Growth:-0.1;Quality:-0.3;Size:+0.1;Momentum:-0.6;LowVol:-1.0 | MaxPos6%;NoDerivatives;NoMargin | 8 | 25 | 3 | hard 10% | 99 | 12.3 | Bull | 13.3 | 4.72 | 3.4 | 99 | 70 | 72 | 28 | false | Rebalance | Shift +1% to bonds from equity | 17 | -19 | BrokerD | VWAP | 99 | null | null | Normal monitoring | 46 | -13 | 51 | 3 | false | Within IPS guidelines |
P6311 | Opportunistic | Roth | USD | 2025-06-03 | 1,575,209 | 47,872 | 1,527,337 | 1 | 62.4 | 15.3 | 17.5 | 4.8 | XLF:23.2%;MSFT:23.2%;VOO:14.8%;BND:16.0%;AMZN:22.8% | US:65.1;EU:16.7;APAC:10.6;EM:7.6;Other:0.1 | Value:+0.1;Growth:+0.4;Quality:+0.6;Size:+0.3;Momentum:-0.1;LowVol:-0.1 | MaxPos7% | 6 | 30 | 6.8 | trailing 7% | 164 | 24 | Volatile | 23.8 | 4.67 | 4.3 | 144 | 31 | 63 | 68 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -32 | BrokerC | MKT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 99 | -55 | 158 | 3 | false | Tax-aware sells next window |
P6312 | Hands-off | Taxable | USD | 2025-04-17 | 442,431 | 39,976 | 402,455 | 1 | 69.9 | 24.9 | 0 | 5.2 | AMZN:18.8%;BND:27.1%;MUB:27.1%;XLF:27.1% | US:59.0;EU:18.5;APAC:12.9;EM:9.1;Other:0.4 | Value:-0.5;Growth:-0.7;Quality:+0.5;Size:+0.3;Momentum:+0.6;LowVol:-0.6 | ESGOnly;MaxPos8% | 10 | 30 | 5.1 | trailing 8% | 111 | 12.2 | Volatile | 29.3 | 5.2 | 4.3 | 180 | 68 | 80 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | 13 | -28 | BrokerA | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 5 | -21 | 36 | 4 | false | Increase defensive factor exposure |
P6313 | Opportunistic | 401k | USD | 2025-04-16 | 488,108 | 18,353 | 469,755 | 1 | 73.1 | 17.1 | 1.9 | 7.9 | VTI:33.3%;AMZN:33.3%;AAPL:33.3% | US:67.8;EU:16.9;APAC:5.5;EM:9.2;Other:0.5 | Value:-1.0;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:-0.3;LowVol:-0.2 | null | 10 | 25 | 5.3 | trailing 7% | 195 | 24.7 | Sideways | 15.2 | 3.97 | 2.2 | 105 | 46 | 72 | 48 | false | NoAction | Within bands; monitor | 6 | -13 | BrokerA | LMT | 91 | null | null | Normal monitoring | 17 | 6 | 110 | 3 | false | Tax-aware sells next window |
P6314 | Hands-off | Taxable | USD | 2025-05-10 | 374,930 | 17,685 | 357,245 | 1 | 60.8 | 19.2 | 12.6 | 7.5 | VNQ:29.5%;HYG:35.3%;XLF:35.3% | US:54.9;EU:17.0;APAC:12.8;EM:10.9;Other:4.4 | Value:+0.4;Growth:+0.8;Quality:-0.9;Size:+0.7;Momentum:-0.2;LowVol:-0.8 | ESGOnly | 8 | 30 | 5.3 | trailing 8% | 163 | 12.3 | Volatile | 29.4 | 5.36 | 4.3 | 130 | -37 | 45 | 78 | true | Hedge | Buy index puts 1% notional | 3 | -26 | BrokerD | VWAP | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 57 | -26 | 92 | 4 | false | Monitor dispersion and breadth |
P6315 | Hands-off | Taxable | USD | 2024-10-16 | 229,187 | 19,317 | 209,870 | 1 | 59.4 | 27.5 | 6.6 | 6.5 | GLD:23.1%;VOO:23.1%;BRK.B:23.1%;AAPL:23.1%;TSLA:7.6% | US:70.5;EU:10.9;APAC:6.9;EM:8.2;Other:3.5 | Value:+0.5;Growth:-0.7;Quality:+0.5;Size:-0.3;Momentum:+1.0;LowVol:-0.4 | MaxPos6%;NoDerivatives | 7 | 35 | 4.6 | trailing 10% | 124 | 12.7 | Bull | 15.8 | 4.41 | 3 | 114 | 11 | 60 | 53 | false | Rebalance | Shift +1% to bonds from equity | 11 | -27 | BrokerD | LMT | 90 | null | null | Normal monitoring | -29 | 16 | -52 | 3 | false | Monitor dispersion and breadth |
P6316 | Opportunistic | Trust | USD | 2025-08-01 | 1,720,276 | 85,654 | 1,634,622 | 1 | 72.8 | 20.3 | 0 | 6.9 | TLT:25.8%;XLF:22.5%;MUB:25.8%;HYG:25.8% | US:69.0;EU:12.1;APAC:8.4;EM:10.3;Other:0.1 | Value:+0.5;Growth:+0.3;Quality:+0.5;Size:+0.9;Momentum:0.0;LowVol:+0.3 | NoDerivatives | 5 | 35 | 6.8 | trailing 7% | 229 | 31.1 | Bull | 15.4 | 4.16 | 2.2 | 73 | 35 | 82 | 53 | false | Rebalance | Shift +1% to bonds from equity | 29 | -15 | BrokerA | VWAP | 97 | null | null | Normal monitoring | -27 | 20 | 35 | 5 | false | Increase defensive factor exposure |
P6317 | Cautious | Roth | USD | 2025-09-08 | 840,640 | 79,911 | 760,729 | 1 | 43.6 | 38.6 | 1.2 | 16.6 | MSFT:33.9%;VTI:32.2%;VNQ:33.9% | US:73.9;EU:7.9;APAC:10.7;EM:4.0;Other:3.5 | Value:+0.2;Growth:+0.3;Quality:-0.9;Size:-1.0;Momentum:+0.2;LowVol:-0.3 | NoMargin | 10 | 30 | 5.1 | trailing 8% | 123 | 19.5 | Volatile | 21.9 | 4.54 | 3.8 | 147 | -59 | 15 | 43 | false | Sell | Trim extended winner -1% | 35 | -10 | BrokerC | VWAP | 87 | null | null | Normal monitoring | 92 | -21 | 140 | 3 | false | Tighten stops on momentum names |
P6318 | Opportunistic | Taxable | USD | 2024-08-04 | 1,169,933 | 49,550 | 1,120,383 | 1 | 65.4 | 15.7 | 10.1 | 8.9 | IEF:24.4%;MSFT:16.9%;BRK.B:24.4%;XLF:14.7%;TSLA:19.7% | US:62.4;EU:7.1;APAC:11.6;EM:13.8;Other:5.0 | Value:-1.0;Growth:+0.3;Quality:+0.4;Size:-1.0;Momentum:-0.7;LowVol:+1.0 | NoDerivatives | 7 | 35 | 5.6 | trailing 9% | 169 | 32.4 | Bear | 32.3 | 3.88 | 2.6 | 195 | -40 | 41 | 80 | true | Hedge | Buy index puts 1% notional | 20 | -39 | BrokerC | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 28 | 8 | 27 | 3 | false | Tighten stops on momentum names |
P6319 | Active | IRA | USD | 2025-01-13 | 1,664,554 | 154,045 | 1,510,509 | 1 | 63.1 | 28.9 | 0 | 8 | VOO:33.3%;XLF:33.3%;TSLA:33.3% | US:63.4;EU:12.9;APAC:13.7;EM:6.3;Other:3.7 | Value:-0.3;Growth:-0.6;Quality:-0.8;Size:-0.7;Momentum:+0.6;LowVol:+0.2 | MaxPos8%;NoDerivatives | 7 | 25 | 5.1 | hard 12% | 222 | 19.5 | Bear | 24.1 | 3.24 | 2.1 | 218 | -77 | 18 | 60 | true | Rebalance | Rebalance back to target bands | 32 | -13 | BrokerA | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -1 | -56 | 114 | 5 | false | Increase defensive factor exposure |
P6320 | Active | Trust | USD | 2025-11-28 | 1,809,849 | 157,420 | 1,652,429 | 1 | 66 | 26.8 | 0 | 7.3 | QQQ:34.3%;GLD:31.4%;VOO:34.3% | US:69.4;EU:8.8;APAC:9.4;EM:8.9;Other:3.4 | Value:+0.3;Growth:+0.7;Quality:-0.9;Size:-0.7;Momentum:-0.1;LowVol:-0.4 | null | 5 | 25 | 5.6 | hard 12% | 180 | 24.4 | Bull | 12.2 | 4.47 | 2.4 | 78 | 69 | 82 | 45 | false | Rebalance | Shift +1% to bonds from equity | -13 | -27 | BrokerD | MKT | 94 | null | null | Normal monitoring | 34 | -58 | 141 | 5 | false | Within IPS guidelines |
P6321 | Hands-off | Trust | USD | 2025-12-06 | 567,364 | 48,605 | 518,759 | 1 | 63.7 | 15 | 13.3 | 8 | QQQ:20.8%;HYG:26.4%;MUB:26.4%;AMZN:26.4% | US:62.6;EU:17.3;APAC:5.9;EM:10.5;Other:3.7 | Value:+0.9;Growth:+0.2;Quality:+0.4;Size:+0.4;Momentum:+0.7;LowVol:-0.9 | MaxPos5% | 8 | 25 | 3.5 | trailing 8% | 104 | 16.7 | Bull | 16.8 | 4.3 | 2.8 | 101 | 51 | 67 | 45 | false | Rebalance | Shift +1% to bonds from equity | 10 | -25 | BrokerA | LMT | 95 | null | null | Normal monitoring | 11 | -40 | -19 | 3 | false | Within IPS guidelines |
P6322 | Systematic | Trust | USD | 2025-12-13 | 1,224,013 | 102,580 | 1,121,433 | 1 | 61.5 | 28.5 | 2.9 | 7.1 | HYG:19.4%;BRK.B:21.8%;GLD:19.4%;AMZN:20.6%;VNQ:18.8% | US:66.2;EU:13.2;APAC:11.0;EM:8.8;Other:0.9 | Value:+0.1;Growth:-0.5;Quality:-0.9;Size:-0.1;Momentum:-0.2;LowVol:+0.2 | null | 5 | 25 | 6 | hard 12% | 202 | 22.4 | Volatile | 28.5 | 4.44 | 4.1 | 152 | 40 | 80 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | -17 | BrokerD | MKT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 109 | -29 | 160 | 5 | false | Increase defensive factor exposure |
P6323 | Hands-off | Roth | USD | 2025-02-12 | 507,100 | 26,538 | 480,562 | 1 | 62.9 | 26.2 | 2.4 | 8.5 | AMZN:20.5%;GLD:14.0%;BND:12.3%;IEF:15.7%;AAPL:19.1%;XLF:18.5% | US:69.5;EU:8.8;APAC:7.5;EM:11.8;Other:2.4 | Value:-1.0;Growth:-0.9;Quality:-0.8;Size:+0.1;Momentum:+0.9;LowVol:-0.5 | null | 8 | 25 | 4.1 | trailing 8% | 161 | 16 | Bull | 14.5 | 4.01 | 2.4 | 90 | 76 | 94 | 43 | false | Sell | Trim extended winner -1% | -5 | -4 | BrokerD | LMT | 92 | null | null | Normal monitoring | -51 | 10 | 79 | 3 | false | Increase defensive factor exposure |
P6324 | Cautious | Taxable | USD | 2025-11-29 | 743,716 | 73,954 | 669,762 | 1 | 50.6 | 35.5 | 0 | 13.8 | AAPL:27.5%;IEF:20.0%;MUB:27.5%;MSFT:25.0% | US:73.9;EU:9.2;APAC:10.6;EM:3.8;Other:2.6 | Value:+0.6;Growth:+0.8;Quality:+0.4;Size:-1.0;Momentum:-0.5;LowVol:+0.3 | MaxPos6%;NoMargin | 8 | 35 | 5.6 | trailing 8% | 126 | 16.8 | Volatile | 31 | 3.61 | 3.7 | 114 | -52 | 21 | 66 | false | Buy | Add to core equity +1% | -8 | 5 | BrokerD | MKT | 91 | null | null | Normal monitoring | 73 | -53 | 112 | 4 | false | Tax-aware sells next window |
P6325 | Cautious | Taxable | USD | 2025-08-05 | 604,478 | 79,638 | 524,840 | 1 | 48.5 | 34.1 | 6 | 11.4 | GLD:23.7%;VNQ:26.3%;TSLA:23.7%;HYG:26.3% | US:62.4;EU:11.3;APAC:13.8;EM:12.3;Other:0.2 | Value:-0.5;Growth:+0.6;Quality:+0.9;Size:-0.7;Momentum:+0.1;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 5.2 | trailing 8% | 148 | 19.4 | Sideways | 16.6 | 3.86 | 3.2 | 127 | 17 | 55 | 49 | false | Rebalance | Shift +1% to bonds from equity | 13 | 13 | BrokerC | LMT | 100 | null | null | Normal monitoring | 49 | -8 | 101 | 4 | false | Increase defensive factor exposure |
P6326 | Hands-off | Roth | USD | 2025-03-23 | 370,354 | 31,899 | 338,455 | 1 | 58.4 | 24 | 11.9 | 5.7 | VNQ:28.4%;TSLA:20.1%;BND:28.4%;XLF:23.0% | US:68.6;EU:14.6;APAC:7.4;EM:6.5;Other:3.0 | Value:+0.1;Growth:-0.0;Quality:+0.5;Size:-0.4;Momentum:-0.5;LowVol:-0.7 | MaxPos5% | 5 | 25 | 4.6 | hard 10% | 122 | 17.9 | Volatile | 30.3 | 4.36 | 3.5 | 175 | -55 | 30 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -27 | BrokerD | MKT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 83 | 19 | 218 | 3 | false | Tighten stops on momentum names |
P6327 | Opportunistic | IRA | USD | 2025-06-06 | 857,846 | 48,033 | 809,813 | 1 | 65 | 12.8 | 17.9 | 4.2 | AAPL:27.8%;AMZN:16.6%;TSLA:27.8%;BND:27.8% | US:69.0;EU:7.2;APAC:15.2;EM:8.4;Other:0.2 | Value:-0.7;Growth:-0.3;Quality:-0.7;Size:+1.0;Momentum:+0.8;LowVol:+0.2 | NoDerivatives | 10 | 30 | 5.9 | trailing 9% | 180 | 25.5 | Volatile | 31.8 | 4.51 | 3.3 | 140 | 28 | 52 | 90 | true | Hedge | Buy index puts 1% notional | -12 | -11 | BrokerA | MKT | 90 | VAR>budget | Reduce | Risk above budget threshold | -43 | 10 | -50 | 3 | false | Tax-aware sells next window |
P6328 | Cautious | Roth | USD | 2025-09-15 | 281,517 | 39,495 | 242,022 | 1 | 40.3 | 33.3 | 8.9 | 17.6 | TLT:18.9%;GLD:23.6%;AAPL:23.6%;TSLA:10.2%;BND:23.6% | US:64.3;EU:14.4;APAC:10.8;EM:9.5;Other:0.9 | Value:+0.9;Growth:+1.0;Quality:+1.0;Size:+0.1;Momentum:-0.6;LowVol:+0.3 | ESGOnly;MaxPos5%;NoMargin | 6 | 30 | 5.1 | hard 10% | 129 | 15.2 | Sideways | 17.3 | 4.92 | 3.2 | 120 | -12 | 38 | 28 | false | Sell | Trim extended winner -1% | 16 | -30 | BrokerB | LMT | 100 | null | null | Normal monitoring | 105 | -29 | 202 | 5 | false | Tighten stops on momentum names |
P6329 | Systematic | IRA | USD | 2024-09-13 | 784,546 | 36,427 | 748,119 | 1 | 66.6 | 24 | 0 | 9.4 | XLF:23.8%;GLD:23.8%;TLT:15.7%;HYG:23.8%;VOO:13.0% | US:63.7;EU:15.0;APAC:6.1;EM:10.5;Other:4.8 | Value:-0.9;Growth:-0.3;Quality:+0.5;Size:-0.3;Momentum:-0.4;LowVol:-0.7 | MaxPos6% | 6 | 30 | 5.5 | hard 12% | 221 | 18.2 | Volatile | 25.9 | 4.19 | 2.5 | 157 | 61 | 74 | 73 | true | Rebalance | Rebalance back to target bands | -15 | -28 | BrokerD | MKT | 86 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 116 | -11 | 232 | 4 | true | Tighten stops on momentum names |
P6330 | Cautious | Roth | USD | 2025-11-01 | 886,188 | 135,731 | 750,457 | 1 | 53 | 31.8 | 0 | 15.2 | TSLA:19.1%;MUB:21.4%;VOO:21.4%;AMZN:7.5%;QQQ:21.1%;MSFT:9.6% | US:70.2;EU:10.4;APAC:9.1;EM:9.7;Other:0.6 | Value:+0.1;Growth:+0.8;Quality:-0.2;Size:+0.8;Momentum:+0.8;LowVol:-0.8 | NoDerivatives;NoMargin | 5 | 25 | 4 | hard 10% | 155 | 17.6 | Bull | 12.3 | 4.87 | 2.4 | 95 | 10 | 60 | 41 | true | Hedge | Buy index puts 1% notional | 34 | 7 | BrokerB | LMT | 88 | RegimeShift | Pause | Volatility spike and breadth deterioration | 45 | -2 | 127 | 4 | false | Tighten stops on momentum names |
P6331 | Cautious | Taxable | USD | 2024-07-18 | 222,405 | 35,449 | 186,956 | 1 | 42.1 | 39 | 8.7 | 10.2 | AMZN:22.3%;MSFT:17.0%;VNQ:22.7%;BND:22.7%;GLD:15.4% | US:72.6;EU:7.6;APAC:10.6;EM:5.6;Other:3.7 | Value:+0.7;Growth:-0.3;Quality:-0.4;Size:+0.5;Momentum:-0.5;LowVol:-0.5 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 5.3 | hard 10% | 163 | 19.6 | Sideways | 15.6 | 4.26 | 2.9 | 94 | 49 | 80 | 28 | false | Rebalance | Shift +1% to bonds from equity | -7 | -11 | BrokerD | MKT | 90 | null | null | Normal monitoring | 6 | 10 | 17 | 3 | false | Tighten stops on momentum names |
P6332 | Opportunistic | Roth | USD | 2024-09-03 | 1,724,941 | 140,545 | 1,584,396 | 1 | 69.6 | 21.4 | 3.7 | 5.2 | MSFT:14.4%;HYG:22.2%;VTI:19.8%;AAPL:22.2%;QQQ:21.3% | US:60.5;EU:19.1;APAC:8.8;EM:10.7;Other:1.0 | Value:0.0;Growth:+0.7;Quality:-0.6;Size:+0.2;Momentum:0.0;LowVol:-0.8 | MaxPos7% | 10 | 35 | 6.3 | trailing 7% | 204 | 22.5 | Volatile | 26.7 | 3.75 | 2.7 | 154 | 20 | 53 | 72 | true | Hedge | Buy index puts 1% notional | 13 | -17 | BrokerB | VWAP | 93 | VAR>budget | Hedge | Risk above budget threshold | -10 | -34 | 92 | 2 | false | Tighten stops on momentum names |
P6333 | Active | IRA | USD | 2024-12-06 | 553,486 | 65,284 | 488,202 | 1.07 | 53.3 | 28.9 | 9.9 | 8 | VNQ:25.6%;BRK.B:25.6%;IEF:25.6%;VTI:23.2% | US:63.9;EU:8.4;APAC:15.5;EM:11.8;Other:0.4 | Value:-0.3;Growth:-0.9;Quality:+0.7;Size:-0.9;Momentum:+1.0;LowVol:+0.6 | null | 8 | 30 | 4.5 | trailing 8% | 151 | 27.3 | Bear | 26.4 | 3.99 | 2.3 | 215 | -36 | 33 | 68 | false | Rebalance | Shift +1% to bonds from equity | 32 | -2 | BrokerB | MKT | 97 | null | null | Normal monitoring | -58 | -26 | 45 | 5 | false | Within IPS guidelines |
P6334 | Opportunistic | 401k | USD | 2024-10-18 | 562,192 | 45,576 | 516,616 | 1 | 74.1 | 19.4 | 0.2 | 6.3 | TLT:22.1%;QQQ:28.4%;VTI:21.0%;MUB:28.4% | US:65.1;EU:12.8;APAC:11.4;EM:6.1;Other:4.6 | Value:+0.8;Growth:-0.5;Quality:-1.0;Size:-0.3;Momentum:+0.1;LowVol:-0.7 | MaxPos7%;NoDerivatives | 6 | 30 | 6.8 | trailing 7% | 168 | 29.9 | Bear | 33.1 | 3 | 2.6 | 130 | -98 | 10 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | -31 | BrokerC | MKT | 94 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -46 | -10 | 83 | 3 | false | Monitor dispersion and breadth |
P6335 | Hands-off | 401k | USD | 2025-03-29 | 242,163 | 13,054 | 229,109 | 1 | 72.5 | 20 | 0 | 7.5 | TLT:25.0%;MUB:25.0%;BRK.B:25.0%;AMZN:25.0% | US:67.8;EU:11.2;APAC:11.5;EM:7.0;Other:2.6 | Value:-0.6;Growth:-0.2;Quality:-0.6;Size:-0.4;Momentum:+0.1;LowVol:-0.0 | MaxPos7% | 6 | 30 | 5.1 | hard 10% | 144 | 18.6 | Bear | 31.3 | 3.6 | 1 | 152 | 1 | 41 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | -38 | BrokerA | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 38 | -14 | 106 | 2 | false | Within IPS guidelines |
P6336 | Hands-off | Roth | USD | 2025-06-28 | 475,825 | 28,766 | 447,059 | 1 | 60 | 26.9 | 6.1 | 7 | TSLA:33.3%;VTI:33.3%;GLD:33.3% | US:55.7;EU:10.9;APAC:15.9;EM:12.5;Other:5.0 | Value:+0.3;Growth:+0.1;Quality:-0.7;Size:+1.0;Momentum:+0.3;LowVol:+0.9 | MaxPos7% | 7 | 30 | 4.3 | trailing 8% | 161 | 13.7 | Sideways | 21.7 | 3.78 | 2.6 | 101 | 47 | 77 | 59 | false | Rebalance | Shift +1% to bonds from equity | 18 | -13 | BrokerC | LMT | 94 | null | null | Normal monitoring | 82 | -26 | 218 | 4 | false | Monitor dispersion and breadth |
P6337 | Systematic | Roth | USD | 2025-10-17 | 763,111 | 49,470 | 713,641 | 1 | 58.7 | 20.7 | 13.1 | 7.6 | GLD:8.0%;AMZN:21.0%;TSLA:13.2%;XLF:15.9%;BRK.B:21.0%;QQQ:21.0% | US:59.3;EU:15.2;APAC:14.1;EM:10.5;Other:0.9 | Value:-0.5;Growth:-0.5;Quality:-0.4;Size:-0.1;Momentum:+0.2;LowVol:-0.7 | MaxPos7% | 10 | 30 | 5.8 | trailing 9% | 196 | 25.2 | Bull | 14.1 | 3.72 | 3.2 | 113 | 115 | 100 | 43 | false | Sell | Trim extended winner -1% | 33 | -40 | BrokerA | LMT | 99 | null | null | Normal monitoring | 58 | 4 | 122 | 4 | false | Monitor dispersion and breadth |
P6338 | Systematic | IRA | USD | 2024-11-13 | 1,019,677 | 75,530 | 944,147 | 1 | 58.6 | 25.4 | 6.3 | 9.7 | AAPL:24.3%;XLF:8.4%;BND:18.9%;TLT:24.3%;MUB:24.3% | US:76.6;EU:10.6;APAC:6.1;EM:6.0;Other:0.8 | Value:+0.9;Growth:-0.4;Quality:-0.7;Size:-0.9;Momentum:-0.5;LowVol:+0.8 | MaxPos6% | 5 | 35 | 4.1 | hard 12% | 227 | 20.9 | Volatile | 25.2 | 3.88 | 3.3 | 173 | 63 | 93 | 55 | false | Buy | Add to core equity +1% | 35 | -5 | BrokerA | MKT | 95 | null | null | Normal monitoring | 10 | 11 | 44 | 3 | false | Increase defensive factor exposure |
P6339 | Opportunistic | Trust | USD | 2025-04-07 | 1,617,482 | 86,928 | 1,530,554 | 1 | 70.7 | 19.7 | 5.1 | 4.5 | AAPL:15.4%;BND:23.2%;TLT:15.0%;QQQ:23.2%;GLD:23.2% | US:68.6;EU:11.5;APAC:9.3;EM:5.8;Other:4.8 | Value:-0.5;Growth:-0.2;Quality:-0.3;Size:+0.1;Momentum:+0.6;LowVol:-0.2 | null | 7 | 25 | 4.2 | trailing 9% | 204 | 31.8 | Bull | 11.2 | 4.16 | 2.3 | 111 | 9 | 48 | 42 | false | Buy | Add to core equity +1% | 17 | 2 | BrokerD | MKT | 99 | null | null | Normal monitoring | -23 | -35 | -49 | 4 | false | Tighten stops on momentum names |
P6340 | Systematic | Trust | USD | 2025-03-26 | 1,000,991 | 58,758 | 942,233 | 1 | 60.4 | 29.7 | 4.2 | 5.7 | VTI:33.3%;XLF:33.3%;IEF:33.3% | US:58.2;EU:17.7;APAC:9.8;EM:9.9;Other:4.4 | Value:+0.7;Growth:+0.9;Quality:-0.6;Size:+0.6;Momentum:+0.6;LowVol:+0.9 | MaxPos8% | 6 | 35 | 4.4 | trailing 9% | 202 | 26.2 | Bear | 34.4 | 4.09 | 2 | 205 | -47 | 35 | 85 | true | Rebalance | Rebalance back to target bands | 35 | -24 | BrokerD | VWAP | 88 | VAR>budget | Hedge | Risk above budget threshold | -50 | -17 | -10 | 3 | false | Tighten stops on momentum names |
P6341 | Opportunistic | Trust | USD | 2024-12-22 | 1,122,770 | 94,113 | 1,028,657 | 1 | 65.4 | 13.3 | 12.4 | 8.9 | QQQ:25.8%;BRK.B:25.8%;MUB:25.8%;HYG:22.5% | US:71.5;EU:7.4;APAC:13.0;EM:7.9;Other:0.3 | Value:+0.1;Growth:+0.5;Quality:+0.6;Size:+0.5;Momentum:-0.7;LowVol:-0.6 | MaxPos6%;NoDerivatives | 10 | 30 | 6.5 | trailing 9% | 184 | 29.5 | Volatile | 22.1 | 3.69 | 4.1 | 137 | 2 | 44 | 58 | false | Rebalance | Shift +1% to bonds from equity | -12 | -17 | BrokerC | MKT | 86 | null | null | Normal monitoring | 8 | -9 | -3 | 4 | false | Tighten stops on momentum names |
P6342 | Opportunistic | Roth | USD | 2024-10-29 | 1,388,241 | 67,520 | 1,320,721 | 1 | 67.6 | 16.4 | 9.9 | 6.1 | VTI:23.5%;BRK.B:23.5%;VNQ:23.5%;TLT:9.7%;MSFT:19.8% | US:71.3;EU:10.8;APAC:8.2;EM:7.9;Other:1.8 | Value:-0.8;Growth:-0.7;Quality:-0.4;Size:-0.3;Momentum:-0.3;LowVol:+0.8 | MaxPos7%;NoDerivatives | 10 | 25 | 4.7 | trailing 9% | 166 | 20.3 | Volatile | 21.2 | 3.81 | 3.9 | 139 | -14 | 41 | 62 | false | Sell | Trim extended winner -1% | -14 | -1 | BrokerA | MKT | 89 | null | null | Normal monitoring | 21 | 16 | 9 | 4 | false | Increase defensive factor exposure |
P6343 | Hands-off | 401k | USD | 2024-09-26 | 269,378 | 18,175 | 251,203 | 1 | 61.6 | 26 | 6.3 | 6.1 | HYG:20.3%;BRK.B:11.5%;AAPL:27.1%;MUB:27.1%;QQQ:14.0% | US:66.9;EU:10.0;APAC:12.8;EM:5.1;Other:5.3 | Value:-1.0;Growth:+0.8;Quality:-0.0;Size:+1.0;Momentum:+0.8;LowVol:0.0 | ESGOnly;MaxPos8% | 10 | 35 | 4.7 | hard 10% | 136 | 14 | Volatile | 22.1 | 4.4 | 3.9 | 154 | 7 | 43 | 70 | false | Buy | Add to core equity +1% | 10 | -31 | BrokerA | MKT | 87 | null | null | Normal monitoring | -59 | -5 | 51 | 4 | false | Tax-aware sells next window |
P6344 | Active | IRA | USD | 2024-12-25 | 1,257,239 | 95,476 | 1,161,763 | 1 | 55.5 | 19.2 | 15.5 | 9.8 | IEF:18.3%;AAPL:27.2%;HYG:27.2%;QQQ:27.2% | US:61.3;EU:14.5;APAC:5.9;EM:13.0;Other:5.3 | Value:+0.6;Growth:-0.3;Quality:0.0;Size:+0.7;Momentum:+0.6;LowVol:+0.4 | null | 8 | 30 | 5.7 | trailing 8% | 210 | 16.8 | Sideways | 15.9 | 4.28 | 2.9 | 101 | 15 | 56 | 46 | false | Sell | Trim extended winner -1% | 24 | -4 | BrokerD | MKT | 92 | null | null | Normal monitoring | -28 | -37 | -6 | 3 | false | Increase defensive factor exposure |
P6345 | Cautious | Taxable | USD | 2025-06-12 | 795,906 | 92,712 | 703,194 | 1 | 37 | 33.7 | 16.6 | 12.7 | AMZN:21.8%;HYG:18.8%;BND:22.4%;XLF:22.4%;VTI:14.7% | US:64.6;EU:19.7;APAC:7.0;EM:5.1;Other:3.6 | Value:+0.4;Growth:-1.0;Quality:+0.5;Size:-0.1;Momentum:0.0;LowVol:+0.7 | NoDerivatives;NoMargin | 5 | 35 | 3.1 | hard 10% | 104 | 15.4 | Sideways | 19.2 | 4.58 | 2 | 134 | 44 | 65 | 40 | true | Hedge | Buy index puts 1% notional | 29 | 8 | BrokerB | LMT | 100 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 58 | -46 | 136 | 4 | false | Monitor dispersion and breadth |
P6346 | Cautious | 401k | USD | 2024-07-16 | 227,939 | 19,015 | 208,924 | 1 | 43.6 | 43.6 | 1.5 | 11.2 | TLT:15.9%;MUB:28.0%;IEF:28.0%;BRK.B:28.0% | US:64.6;EU:14.6;APAC:14.7;EM:6.0;Other:0.1 | Value:+0.7;Growth:+0.9;Quality:+0.1;Size:-0.2;Momentum:+0.1;LowVol:-0.6 | ESGOnly;NoDerivatives;NoMargin | 6 | 30 | 4.1 | trailing 10% | 99 | 14.6 | Bull | 11.1 | 4.36 | 2.4 | 108 | 29 | 65 | 33 | true | Hedge | Buy index puts 1% notional | 13 | 4 | BrokerB | LMT | 98 | VAR>budget | Reduce | Risk above budget threshold | 23 | -6 | 84 | 4 | false | Increase defensive factor exposure |
P6347 | Cautious | IRA | USD | 2025-06-01 | 543,858 | 72,861 | 470,997 | 1 | 35.3 | 31.5 | 16.2 | 16.9 | TSLA:23.1%;QQQ:27.2%;VOO:27.2%;MSFT:22.4% | US:71.5;EU:12.5;APAC:6.3;EM:5.8;Other:3.9 | Value:+0.7;Growth:+0.6;Quality:+1.0;Size:-0.3;Momentum:-0.0;LowVol:0.0 | ESGOnly;NoMargin | 10 | 35 | 5.9 | hard 10% | 98 | 16 | Volatile | 29.8 | 4.14 | 4.3 | 114 | -56 | 27 | 55 | false | Rebalance | Shift +1% to bonds from equity | 12 | 6 | BrokerD | MKT | 87 | null | null | Normal monitoring | -46 | -23 | 20 | 5 | false | Within IPS guidelines |
P6348 | Cautious | Roth | USD | 2025-09-24 | 301,596 | 40,754 | 260,842 | 1 | 49.5 | 37.9 | 0 | 12.6 | HYG:21.4%;VNQ:15.8%;AMZN:7.3%;GLD:12.6%;VOO:21.4%;TSLA:21.4% | US:72.4;EU:6.9;APAC:11.4;EM:6.2;Other:3.2 | Value:-0.7;Growth:-0.6;Quality:-0.2;Size:+0.9;Momentum:+0.4;LowVol:-0.3 | ESGOnly;NoMargin | 7 | 25 | 3.1 | trailing 8% | 104 | 12.3 | Sideways | 18.7 | 4.73 | 3.2 | 107 | 6 | 61 | 46 | true | Hedge | Buy index puts 1% notional | 26 | -24 | BrokerD | LMT | 91 | VAR>budget | Reduce | Risk above budget threshold | 84 | -15 | 101 | 4 | false | Tax-aware sells next window |
P6349 | Systematic | Taxable | USD | 2025-03-06 | 1,421,384 | 87,873 | 1,333,511 | 1 | 56.3 | 34.5 | 0.4 | 8.7 | VNQ:20.3%;IEF:14.2%;MUB:21.7%;TSLA:21.9%;QQQ:21.9% | US:71.8;EU:7.4;APAC:13.1;EM:3.3;Other:4.4 | Value:+0.1;Growth:-0.8;Quality:-0.3;Size:+0.4;Momentum:+0.1;LowVol:+0.3 | null | 6 | 30 | 4.1 | hard 12% | 165 | 23.3 | Bear | 32.1 | 3.72 | 2.4 | 154 | -19 | 29 | 77 | true | Hedge | Buy index puts 1% notional | -14 | -15 | BrokerC | LMT | 85 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -40 | -32 | 73 | 3 | false | Tighten stops on momentum names |
P6350 | Cautious | Roth | USD | 2024-08-23 | 806,662 | 81,870 | 724,792 | 1 | 46.8 | 42.5 | 0 | 10.8 | MUB:25.7%;GLD:25.7%;TLT:22.9%;TSLA:25.7% | US:71.5;EU:11.1;APAC:6.9;EM:10.5;Other:0.0 | Value:-0.2;Growth:-0.9;Quality:+0.3;Size:0.0;Momentum:+0.8;LowVol:+0.4 | ESGOnly;NoMargin | 10 | 35 | 3.9 | hard 10% | 109 | 14.3 | Volatile | 30.6 | 3.63 | 3.3 | 118 | 79 | 79 | 70 | false | Buy | Add to core equity +1% | -13 | -10 | BrokerA | VWAP | 93 | null | null | Normal monitoring | -30 | -27 | 84 | 5 | false | Increase defensive factor exposure |
P6351 | Systematic | Roth | USD | 2025-08-19 | 884,569 | 87,308 | 797,261 | 1 | 61.1 | 31.3 | 0 | 7.6 | BRK.B:19.5%;TLT:23.0%;AAPL:11.4%;HYG:23.0%;MUB:23.0% | US:69.4;EU:13.3;APAC:6.3;EM:9.5;Other:1.4 | Value:-0.7;Growth:-0.7;Quality:+0.7;Size:+0.4;Momentum:-0.7;LowVol:+0.7 | NoDerivatives | 8 | 25 | 4.3 | trailing 8% | 224 | 25.3 | Volatile | 26.1 | 4.85 | 2.7 | 118 | -39 | 19 | 70 | false | Rebalance | Shift +1% to bonds from equity | -15 | -14 | BrokerB | LMT | 92 | null | null | Normal monitoring | 54 | -3 | 91 | 3 | false | Tax-aware sells next window |
P6352 | Cautious | Taxable | USD | 2025-06-03 | 316,234 | 30,990 | 285,244 | 1 | 44 | 31.8 | 6.2 | 17.9 | IEF:9.1%;BND:20.4%;QQQ:20.2%;HYG:14.1%;AAPL:20.4%;XLF:15.8% | US:68.4;EU:10.6;APAC:11.8;EM:6.6;Other:2.5 | Value:+0.1;Growth:+0.9;Quality:+0.1;Size:-0.4;Momentum:+0.9;LowVol:-0.9 | MaxPos7%;NoMargin | 10 | 35 | 3.9 | trailing 8% | 168 | 18.1 | Bull | 12.5 | 4.38 | 2.3 | 84 | 43 | 64 | 36 | true | Hedge | Buy index puts 1% notional | 34 | 4 | BrokerC | MKT | 86 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -36 | -31 | 4 | 2 | false | Within IPS guidelines |
P6353 | Hands-off | Taxable | USD | 2025-05-07 | 651,779 | 43,538 | 608,241 | 1 | 67.4 | 26.9 | 0 | 5.6 | TSLA:16.8%;HYG:20.6%;VTI:9.8%;VNQ:20.3%;XLF:10.3%;MUB:22.3% | US:78.4;EU:9.0;APAC:7.1;EM:4.1;Other:1.4 | Value:+0.5;Growth:+0.3;Quality:-0.1;Size:+0.6;Momentum:-0.9;LowVol:-0.4 | ESGOnly;MaxPos7% | 5 | 30 | 3 | trailing 8% | 167 | 14.7 | Bear | 30.6 | 3.49 | 2.6 | 208 | -3 | 61 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | -1 | BrokerC | LMT | 95 | VAR>budget | Reduce | Risk above budget threshold | 37 | -6 | 66 | 5 | false | Tighten stops on momentum names |
P6354 | Cautious | Roth | USD | 2025-09-13 | 445,302 | 37,592 | 407,710 | 1 | 43 | 30.8 | 10.9 | 15.4 | VNQ:27.0%;AMZN:27.0%;TSLA:18.9%;AAPL:27.0% | US:70.0;EU:6.1;APAC:9.4;EM:10.2;Other:4.4 | Value:+0.7;Growth:-0.0;Quality:+0.6;Size:+0.8;Momentum:+0.6;LowVol:+0.2 | ESGOnly;NoMargin | 5 | 35 | 4.8 | trailing 10% | 122 | 12.9 | Bear | 26.2 | 4.33 | 1.1 | 193 | -86 | 5 | 60 | false | Buy | Add to core equity +1% | -3 | 10 | BrokerA | MKT | 86 | null | null | Normal monitoring | 83 | -14 | 100 | 3 | false | Monitor dispersion and breadth |
P6355 | Active | Taxable | USD | 2025-07-19 | 2,230,447 | 178,605 | 2,051,842 | 1 | 59.9 | 31.2 | 0.5 | 8.4 | XLF:25.8%;QQQ:25.8%;VTI:22.6%;MSFT:25.8% | US:73.4;EU:5.6;APAC:11.8;EM:5.2;Other:3.9 | Value:-0.0;Growth:-0.1;Quality:+0.2;Size:+0.3;Momentum:+0.2;LowVol:+0.9 | MaxPos8% | 8 | 25 | 4.8 | trailing 9% | 146 | 26.2 | Volatile | 31.8 | 3.88 | 2.1 | 135 | 2 | 65 | 74 | true | Hedge | Buy index puts 1% notional | 2 | -14 | BrokerD | LMT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -49 | 2 | -37 | 4 | false | Increase defensive factor exposure |
P6356 | Opportunistic | 401k | USD | 2025-06-17 | 1,178,594 | 65,765 | 1,112,829 | 1 | 60.2 | 12.3 | 18.6 | 8.9 | QQQ:24.1%;TSLA:24.1%;BRK.B:10.0%;HYG:24.1%;AMZN:17.6% | US:76.7;EU:6.9;APAC:6.4;EM:6.9;Other:3.1 | Value:-0.3;Growth:-1.0;Quality:-0.8;Size:+0.8;Momentum:-0.9;LowVol:+0.2 | NoDerivatives | 7 | 25 | 4.1 | trailing 9% | 180 | 30.4 | Volatile | 20.2 | 4.66 | 3.2 | 174 | -57 | 19 | 62 | false | Sell | Trim extended winner -1% | 7 | -9 | BrokerD | LMT | 95 | null | null | Normal monitoring | -38 | -1 | 51 | 3 | false | Increase defensive factor exposure |
P6357 | Cautious | Roth | USD | 2024-12-28 | 800,825 | 68,488 | 732,337 | 1 | 47.7 | 38.1 | 3.3 | 10.8 | VNQ:33.3%;AAPL:33.3%;TSLA:33.3% | US:68.2;EU:7.4;APAC:13.0;EM:8.6;Other:2.8 | Value:+0.7;Growth:+0.6;Quality:+0.8;Size:+0.6;Momentum:+0.7;LowVol:-0.4 | ESGOnly;NoMargin | 10 | 30 | 4.5 | trailing 8% | 129 | 15.7 | Sideways | 17.2 | 3.63 | 3 | 107 | 5 | 66 | 53 | false | Buy | Add to core equity +1% | 25 | 1 | BrokerB | MKT | 96 | null | null | Normal monitoring | 79 | -57 | 99 | 3 | false | Within IPS guidelines |
P6358 | Active | IRA | USD | 2024-07-08 | 933,491 | 57,603 | 875,888 | 1.09 | 63.2 | 19.8 | 11.2 | 5.8 | TLT:28.5%;VTI:28.5%;TSLA:28.5%;BRK.B:14.5% | US:70.4;EU:9.0;APAC:11.6;EM:8.5;Other:0.5 | Value:+0.5;Growth:-0.2;Quality:+0.3;Size:-0.1;Momentum:+0.2;LowVol:-0.4 | NoDerivatives | 6 | 30 | 5.3 | trailing 9% | 130 | 25.8 | Volatile | 26 | 3.52 | 2.7 | 116 | -23 | 40 | 61 | false | Sell | Trim extended winner -1% | 32 | 9 | BrokerC | MKT | 92 | null | null | Normal monitoring | 14 | 5 | 32 | 4 | false | Tighten stops on momentum names |
P6359 | Cautious | Trust | USD | 2025-03-03 | 486,931 | 76,196 | 410,735 | 1 | 43.1 | 42 | 0 | 14.9 | BND:33.8%;VTI:30.4%;GLD:35.7% | US:72.5;EU:13.8;APAC:8.2;EM:3.8;Other:1.7 | Value:+0.2;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:+0.3;LowVol:+0.8 | ESGOnly;NoMargin | 5 | 30 | 3 | hard 10% | 132 | 16.5 | Sideways | 15.5 | 3.53 | 3.1 | 114 | 51 | 84 | 32 | false | Buy | Add to core equity +1% | 34 | 6 | BrokerD | MKT | 93 | null | null | Normal monitoring | 61 | -23 | 120 | 5 | false | Tax-aware sells next window |
P6360 | Active | Roth | USD | 2025-11-15 | 1,929,982 | 135,881 | 1,794,101 | 1 | 64.7 | 26.5 | 3.3 | 5.5 | MUB:26.1%;GLD:26.1%;VNQ:26.1%;TLT:21.7% | US:62.7;EU:11.8;APAC:13.7;EM:7.0;Other:4.8 | Value:-0.1;Growth:-0.5;Quality:+0.7;Size:+0.7;Momentum:+0.7;LowVol:+0.3 | NoDerivatives | 7 | 30 | 4.6 | trailing 9% | 224 | 19.7 | Volatile | 25.8 | 4.75 | 3.9 | 113 | 62 | 94 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | 4 | BrokerB | MKT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 28 | -2 | 42 | 4 | false | Within IPS guidelines |
P6361 | Cautious | Taxable | USD | 2024-10-12 | 210,880 | 28,904 | 181,976 | 1 | 50.2 | 35.1 | 4.2 | 10.5 | BND:25.0%;MUB:25.0%;VOO:25.0%;BRK.B:25.0% | US:68.8;EU:10.6;APAC:8.4;EM:10.4;Other:1.8 | Value:+0.9;Growth:-1.0;Quality:-0.4;Size:+0.4;Momentum:-0.9;LowVol:-0.1 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 3.8 | hard 10% | 99 | 12.4 | Sideways | 19.7 | 3.67 | 2.4 | 128 | -22 | 53 | 52 | false | Hedge | Add TLT +1% as duration hedge | -1 | 9 | BrokerD | MKT | 88 | null | null | Normal monitoring | 84 | 19 | 139 | 3 | false | Tax-aware sells next window |
P6362 | Active | Taxable | USD | 2025-01-10 | 2,099,984 | 160,800 | 1,939,184 | 1 | 63.8 | 29 | 0 | 7.2 | BRK.B:16.7%;AMZN:21.3%;MUB:19.2%;TSLA:21.3%;XLF:21.3% | US:65.8;EU:11.4;APAC:15.0;EM:4.8;Other:3.0 | Value:+0.4;Growth:-0.7;Quality:+0.4;Size:-0.5;Momentum:-0.3;LowVol:-0.6 | null | 10 | 35 | 4.8 | trailing 8% | 186 | 25.1 | Bear | 33.7 | 3.41 | 1.7 | 208 | -20 | 41 | 88 | true | Hedge | Buy index puts 1% notional | -9 | 13 | BrokerB | LMT | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 22 | -6 | 127 | 3 | false | Tighten stops on momentum names |
P6363 | Systematic | Roth | USD | 2025-12-23 | 1,472,493 | 75,969 | 1,396,524 | 1 | 55.6 | 34.8 | 4.2 | 5.4 | TLT:25.0%;AMZN:25.0%;HYG:25.0%;BRK.B:25.0% | US:63.4;EU:8.8;APAC:15.3;EM:10.9;Other:1.6 | Value:-0.1;Growth:-0.3;Quality:-0.9;Size:0.0;Momentum:+0.5;LowVol:-0.5 | NoDerivatives | 10 | 35 | 5.4 | trailing 8% | 133 | 24.6 | Volatile | 30.6 | 4.73 | 2.3 | 142 | 71 | 94 | 83 | true | Hedge | Buy index puts 1% notional | -8 | -33 | BrokerD | MKT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -16 | 17 | 50 | 3 | false | Monitor dispersion and breadth |
P6364 | Opportunistic | Taxable | USD | 2025-02-17 | 1,424,405 | 64,822 | 1,359,583 | 1 | 62.9 | 12.8 | 17.2 | 7.1 | VNQ:25.8%;AAPL:26.4%;TSLA:21.4%;VOO:26.4% | US:66.4;EU:10.7;APAC:9.0;EM:9.4;Other:4.5 | Value:+0.3;Growth:+0.4;Quality:-0.4;Size:-0.3;Momentum:-0.9;LowVol:+0.2 | MaxPos5% | 8 | 30 | 4.8 | trailing 7% | 249 | 21.5 | Volatile | 21 | 5.21 | 4.5 | 122 | 44 | 83 | 55 | false | Buy | Add to core equity +1% | 13 | -9 | BrokerB | LMT | 98 | null | null | Normal monitoring | 58 | 4 | 71 | 5 | false | Tax-aware sells next window |
P6365 | Opportunistic | IRA | USD | 2025-04-07 | 1,494,601 | 65,227 | 1,429,374 | 1.07 | 63.1 | 19.4 | 9.3 | 8.3 | VNQ:33.3%;TLT:33.3%;HYG:33.3% | US:61.4;EU:11.0;APAC:16.2;EM:5.9;Other:5.5 | Value:-0.7;Growth:-0.4;Quality:0.0;Size:-0.6;Momentum:-0.5;LowVol:+0.5 | null | 8 | 30 | 5.8 | trailing 7% | 196 | 29.7 | Sideways | 14.7 | 3.81 | 3.1 | 121 | -14 | 44 | 39 | false | NoAction | Within bands; monitor | 9 | -13 | BrokerC | MKT | 0 | null | null | Normal monitoring | 91 | -32 | 137 | 4 | false | Tax-aware sells next window |
P6366 | Opportunistic | Roth | USD | 2025-08-04 | 764,597 | 26,203 | 738,394 | 1.07 | 62.1 | 11.1 | 19.4 | 7.4 | TSLA:27.3%;GLD:27.3%;QQQ:18.1%;BND:27.3% | US:73.2;EU:7.7;APAC:5.9;EM:11.3;Other:1.9 | Value:-0.0;Growth:+0.4;Quality:+0.1;Size:+0.5;Momentum:-0.9;LowVol:-0.1 | null | 5 | 25 | 4.2 | hard 12% | 212 | 26.5 | Bull | 12 | 3.93 | 2 | 83 | 50 | 66 | 35 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -15 | BrokerD | MKT | 99 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 50 | -14 | 125 | 5 | false | Monitor dispersion and breadth |
P6367 | Opportunistic | Trust | USD | 2024-11-22 | 721,178 | 47,366 | 673,812 | 1 | 66.8 | 16.5 | 8.3 | 8.4 | TLT:20.4%;IEF:8.8%;AAPL:20.0%;BRK.B:12.8%;VNQ:17.7%;XLF:20.4% | US:63.9;EU:6.9;APAC:16.2;EM:11.6;Other:1.4 | Value:+0.6;Growth:-0.8;Quality:-0.5;Size:-0.2;Momentum:+0.8;LowVol:+0.8 | null | 7 | 25 | 4.1 | hard 12% | 246 | 34.3 | Bull | 16.4 | 4.59 | 3.4 | 87 | 80 | 84 | 61 | false | Sell | Trim extended winner -1% | 31 | -22 | BrokerB | LMT | 100 | null | null | Normal monitoring | -52 | -42 | 73 | 3 | false | Within IPS guidelines |
P6368 | Cautious | IRA | USD | 2024-08-23 | 645,650 | 90,497 | 555,153 | 1 | 46.3 | 36.7 | 5.2 | 11.8 | TLT:25.0%;IEF:25.0%;VOO:25.0%;VTI:25.0% | US:64.0;EU:14.3;APAC:12.7;EM:9.0;Other:0.0 | Value:+0.2;Growth:-0.9;Quality:+0.1;Size:-0.7;Momentum:+0.9;LowVol:-0.7 | NoDerivatives;NoMargin | 6 | 25 | 3.3 | trailing 8% | 114 | 14.5 | Sideways | 16.8 | 4.9 | 2.9 | 121 | -18 | 38 | 48 | false | Buy | Add to core equity +1% | -10 | -2 | BrokerD | MKT | 91 | null | null | Normal monitoring | 59 | -59 | 116 | 3 | false | Tighten stops on momentum names |
P6369 | Cautious | Trust | USD | 2025-04-23 | 690,089 | 105,857 | 584,232 | 1 | 38.5 | 39.4 | 4.1 | 17.9 | AAPL:18.8%;AMZN:27.1%;BRK.B:27.1%;VTI:27.1% | US:70.4;EU:15.5;APAC:9.3;EM:3.2;Other:1.6 | Value:-0.3;Growth:-1.0;Quality:-0.6;Size:+0.6;Momentum:+1.0;LowVol:-1.0 | NoMargin | 6 | 30 | 3.2 | trailing 8% | 165 | 17.3 | Bull | 12.2 | 4.78 | 3.1 | 89 | 25 | 52 | 37 | false | Sell | Trim extended winner -1% | 5 | 9 | BrokerB | LMT | 87 | null | null | Normal monitoring | 103 | 4 | 232 | 4 | false | Tax-aware sells next window |
P6370 | Hands-off | 401k | USD | 2025-07-20 | 593,912 | 34,338 | 559,574 | 1 | 59.9 | 21.7 | 10.5 | 7.8 | MUB:28.9%;VOO:27.2%;QQQ:15.0%;MSFT:28.9% | US:73.1;EU:8.5;APAC:7.4;EM:6.2;Other:4.8 | Value:-0.3;Growth:-0.5;Quality:-0.6;Size:-0.9;Momentum:+0.6;LowVol:-0.7 | NoDerivatives | 8 | 30 | 5.5 | trailing 10% | 148 | 14.9 | Volatile | 24.8 | 5.5 | 2.2 | 171 | -41 | 44 | 55 | false | Rebalance | Shift +1% to bonds from equity | 33 | -7 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 62 | 9 | 194 | 5 | false | Increase defensive factor exposure |
P6371 | Hands-off | Taxable | USD | 2024-07-18 | 855,895 | 59,813 | 796,082 | 1 | 55.7 | 20.1 | 14.6 | 9.6 | VNQ:33.3%;MUB:33.3%;GLD:33.3% | US:60.9;EU:19.0;APAC:8.8;EM:9.8;Other:1.4 | Value:+1.0;Growth:-0.9;Quality:+0.2;Size:-0.5;Momentum:-0.2;LowVol:+0.4 | null | 5 | 35 | 5.2 | hard 10% | 144 | 15.4 | Sideways | 18.7 | 4.84 | 3.3 | 99 | 16 | 46 | 46 | false | Rebalance | Shift +1% to bonds from equity | 21 | -40 | BrokerD | LMT | 86 | null | null | Normal monitoring | 42 | -42 | 135 | 3 | false | Tax-aware sells next window |
P6372 | Opportunistic | 401k | USD | 2024-10-30 | 1,178,979 | 66,538 | 1,112,441 | 1 | 64.1 | 14.5 | 14.3 | 7.1 | TSLA:19.7%;HYG:16.8%;MUB:31.7%;GLD:31.7% | US:79.6;EU:5.7;APAC:7.7;EM:4.6;Other:2.3 | Value:-0.8;Growth:+1.0;Quality:+0.9;Size:+0.9;Momentum:-0.5;LowVol:+0.8 | MaxPos7% | 5 | 30 | 4 | trailing 9% | 177 | 34.6 | Volatile | 23.6 | 5.43 | 2.4 | 143 | 48 | 78 | 60 | false | Buy | Add to core equity +1% | 7 | -16 | BrokerA | MKT | 92 | null | null | Normal monitoring | 38 | -7 | 33 | 4 | false | Within IPS guidelines |
P6373 | Opportunistic | IRA | USD | 2025-03-20 | 830,274 | 43,201 | 787,073 | 1 | 75.4 | 18.9 | 0 | 5.7 | MSFT:25.0%;VNQ:25.0%;TLT:24.9%;TSLA:25.0% | US:64.5;EU:18.5;APAC:9.1;EM:4.6;Other:3.3 | Value:-0.5;Growth:+0.7;Quality:+0.8;Size:-0.8;Momentum:-0.5;LowVol:-0.2 | null | 5 | 35 | 5.9 | trailing 9% | 204 | 34.4 | Bull | 11.1 | 3.91 | 3.4 | 107 | 13 | 71 | 43 | false | Rebalance | Shift +1% to bonds from equity | -7 | -27 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 4 | 4 | 42 | 5 | false | Within IPS guidelines |
P6374 | Cautious | Taxable | USD | 2025-08-01 | 676,081 | 86,140 | 589,941 | 1 | 46.5 | 37 | 2.1 | 14.4 | AAPL:21.4%;HYG:20.6%;QQQ:21.4%;VOO:15.1%;BRK.B:21.4% | US:62.8;EU:17.7;APAC:12.6;EM:4.8;Other:2.1 | Value:-0.4;Growth:-0.0;Quality:+0.9;Size:-1.0;Momentum:+0.9;LowVol:-1.0 | MaxPos6%;NoMargin | 8 | 35 | 5.5 | hard 10% | 100 | 14.5 | Bear | 22.7 | 3.28 | 1.3 | 180 | -54 | 13 | 54 | false | NoAction | Within bands; monitor | 35 | -29 | BrokerC | MKT | 0 | null | null | Normal monitoring | 107 | 9 | 165 | 4 | false | Tighten stops on momentum names |
P6375 | Systematic | IRA | USD | 2025-06-11 | 1,045,352 | 104,133 | 941,219 | 1 | 56 | 27.5 | 8.1 | 8.4 | GLD:14.1%;HYG:18.0%;IEF:14.1%;VNQ:19.0%;VTI:14.7%;XLF:20.1% | US:65.9;EU:16.0;APAC:11.0;EM:3.9;Other:3.2 | Value:+0.7;Growth:-0.0;Quality:-0.5;Size:-0.0;Momentum:+0.7;LowVol:-0.6 | null | 7 | 25 | 5.5 | trailing 8% | 192 | 21.4 | Volatile | 23 | 4.5 | 4 | 153 | 24 | 65 | 67 | false | Rebalance | Shift +1% to bonds from equity | 33 | -14 | BrokerA | MKT | 94 | null | null | Normal monitoring | -51 | -30 | 9 | 4 | false | Tighten stops on momentum names |
P6376 | Cautious | 401k | USD | 2025-05-22 | 337,198 | 40,958 | 296,240 | 1 | 49.7 | 33.7 | 0 | 16.6 | VOO:16.3%;MUB:13.9%;QQQ:18.3%;BND:8.4%;BRK.B:21.5%;XLF:21.5% | US:66.6;EU:18.2;APAC:10.0;EM:4.2;Other:1.0 | Value:0.0;Growth:-0.1;Quality:+0.3;Size:-0.1;Momentum:-0.9;LowVol:+0.3 | NoMargin | 6 | 30 | 5.4 | trailing 8% | 126 | 16.1 | Sideways | 21.4 | 4.29 | 2.7 | 91 | -24 | 46 | 56 | false | Sell | Trim extended winner -1% | 15 | -11 | BrokerD | MKT | 88 | null | null | Normal monitoring | 11 | -41 | 37 | 5 | false | Monitor dispersion and breadth |
P6377 | Systematic | Roth | USD | 2024-09-16 | 1,652,207 | 140,080 | 1,512,127 | 1 | 56.1 | 28 | 10.8 | 5.1 | GLD:16.6%;MUB:23.4%;AAPL:13.1%;QQQ:23.4%;TSLA:23.4% | US:69.5;EU:9.4;APAC:9.6;EM:10.3;Other:1.2 | Value:+0.9;Growth:-0.7;Quality:-0.9;Size:-0.1;Momentum:+0.6;LowVol:+0.6 | MaxPos7%;NoDerivatives | 5 | 35 | 4.9 | trailing 8% | 155 | 25.7 | Volatile | 22.4 | 4.55 | 4.4 | 112 | 11 | 61 | 68 | true | Reduce | Cut high-beta by 2-3%, add cash | -8 | -14 | BrokerA | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 77 | 10 | 108 | 3 | false | Increase defensive factor exposure |
P6378 | Hands-off | Roth | USD | 2025-01-25 | 171,397 | 12,888 | 158,509 | 1 | 65.9 | 28.3 | 0 | 5.8 | TSLA:33.3%;VOO:33.3%;VNQ:33.3% | US:58.5;EU:21.3;APAC:12.4;EM:7.9;Other:0.0 | Value:+0.6;Growth:-0.0;Quality:+0.7;Size:+1.0;Momentum:+0.7;LowVol:+0.5 | MaxPos6% | 8 | 35 | 4.7 | trailing 8% | 149 | 16.4 | Volatile | 20.1 | 4.59 | 3.1 | 122 | -10 | 59 | 56 | false | Sell | Trim extended winner -1% | 35 | -9 | BrokerC | MKT | 88 | null | null | Normal monitoring | 86 | -40 | 184 | 3 | false | Within IPS guidelines |
P6379 | Hands-off | Roth | USD | 2024-10-23 | 805,625 | 35,779 | 769,846 | 1 | 65.3 | 28.6 | 0 | 6.2 | VNQ:33.0%;MSFT:33.5%;TSLA:33.5% | US:65.0;EU:13.6;APAC:13.0;EM:7.3;Other:1.1 | Value:+0.1;Growth:-0.8;Quality:-0.7;Size:-0.7;Momentum:-0.1;LowVol:-0.9 | ESGOnly | 10 | 35 | 5.3 | hard 10% | 132 | 14 | Bear | 31.3 | 4.32 | 2.9 | 212 | -32 | 35 | 80 | true | Hedge | Buy index puts 1% notional | -3 | 7 | BrokerC | LMT | 86 | VAR>budget | Hedge | Risk above budget threshold | 90 | -43 | 60 | 2 | false | Tighten stops on momentum names |
P6380 | Active | Roth | USD | 2024-11-19 | 531,807 | 53,305 | 478,502 | 1.24 | 53.4 | 22.8 | 17.2 | 6.5 | TLT:25.8%;XLF:25.8%;VOO:25.8%;GLD:22.7% | US:70.3;EU:6.6;APAC:12.3;EM:6.5;Other:4.3 | Value:-0.1;Growth:+0.1;Quality:+0.3;Size:0.0;Momentum:-0.3;LowVol:-0.0 | null | 8 | 35 | 4.7 | trailing 9% | 161 | 24.4 | Bull | 12.3 | 4.16 | 3.4 | 73 | 34 | 57 | 40 | false | NoAction | Within bands; monitor | 27 | 0 | BrokerB | LMT | 93 | null | null | Normal monitoring | 100 | -7 | 235 | 5 | false | Tax-aware sells next window |
P6381 | Hands-off | 401k | USD | 2024-11-28 | 694,091 | 48,647 | 645,444 | 1 | 59.5 | 17 | 15.9 | 7.6 | MSFT:21.9%;IEF:21.9%;XLF:15.2%;QQQ:19.1%;AAPL:21.9% | US:71.2;EU:10.6;APAC:8.4;EM:8.5;Other:1.3 | Value:-0.4;Growth:-0.1;Quality:+0.6;Size:+0.1;Momentum:+0.1;LowVol:+0.9 | ESGOnly;NoDerivatives | 7 | 35 | 3.9 | hard 10% | 104 | 12.2 | Bull | 15.5 | 4.81 | 2.1 | 75 | 94 | 92 | 48 | false | Sell | Trim extended winner -1% | 13 | -7 | BrokerC | LMT | 96 | null | null | Normal monitoring | 118 | -56 | 198 | 3 | false | Increase defensive factor exposure |
P6382 | Systematic | Trust | USD | 2024-10-09 | 1,989,419 | 189,890 | 1,799,529 | 1 | 55.7 | 27.4 | 8.7 | 8.2 | IEF:25.2%;TLT:25.2%;QQQ:25.2%;MUB:24.5% | US:62.3;EU:13.5;APAC:10.3;EM:9.8;Other:4.1 | Value:+0.2;Growth:+0.1;Quality:+0.6;Size:+0.9;Momentum:+0.3;LowVol:-0.8 | MaxPos8%;NoDerivatives | 10 | 35 | 5.4 | trailing 8% | 223 | 20 | Bull | 12.5 | 4.05 | 2.2 | 104 | 51 | 70 | 40 | false | Rebalance | Shift +1% to bonds from equity | 34 | 7 | BrokerB | MKT | 92 | null | null | Normal monitoring | 89 | 16 | 175 | 5 | false | Tighten stops on momentum names |
P6383 | Active | Trust | USD | 2025-08-26 | 1,727,398 | 145,610 | 1,581,788 | 1 | 65.7 | 24.2 | 1.2 | 8.8 | MSFT:23.3%;XLF:23.3%;GLD:12.1%;BRK.B:18.1%;VOO:23.3% | US:71.7;EU:11.2;APAC:6.3;EM:7.5;Other:3.3 | Value:+0.9;Growth:+0.6;Quality:-0.7;Size:+0.6;Momentum:+0.8;LowVol:+0.3 | MaxPos5%;NoDerivatives | 5 | 35 | 5.6 | hard 12% | 228 | 20.3 | Bear | 33 | 3.76 | 1.2 | 150 | -71 | 18 | 76 | true | Hedge | Buy index puts 1% notional | 2 | -33 | BrokerD | MKT | 93 | VAR>budget | Hedge | Risk above budget threshold | 49 | -54 | 58 | 5 | false | Monitor dispersion and breadth |
P6384 | Systematic | IRA | USD | 2025-04-25 | 956,489 | 56,402 | 900,087 | 1 | 65 | 27.4 | 0 | 7.7 | IEF:11.8%;XLF:18.6%;BRK.B:20.4%;HYG:9.8%;VNQ:19.0%;TSLA:20.4% | US:59.5;EU:17.9;APAC:12.7;EM:5.6;Other:4.3 | Value:-0.4;Growth:-0.1;Quality:-0.4;Size:+0.5;Momentum:+0.9;LowVol:+1.0 | MaxPos7% | 10 | 25 | 4.2 | trailing 9% | 156 | 17.6 | Bear | 28.5 | 4.29 | 1 | 205 | -47 | 36 | 78 | true | Hedge | Buy index puts 1% notional | -13 | -31 | BrokerA | LMT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 99 | -22 | 228 | 2 | false | Monitor dispersion and breadth |
P6385 | Hands-off | IRA | USD | 2024-10-14 | 618,616 | 27,582 | 591,034 | 1 | 62.7 | 17.7 | 12.6 | 7 | BND:33.3%;MSFT:33.3%;AMZN:33.3% | US:76.2;EU:10.5;APAC:8.1;EM:4.9;Other:0.2 | Value:+0.7;Growth:-0.1;Quality:+0.9;Size:+0.1;Momentum:+0.8;LowVol:-0.1 | MaxPos8%;NoDerivatives | 5 | 30 | 5.6 | trailing 10% | 124 | 15.2 | Bull | 15.6 | 3.55 | 2.7 | 117 | 85 | 91 | 52 | false | Rebalance | Shift +1% to bonds from equity | 27 | 9 | BrokerA | LMT | 85 | null | null | Normal monitoring | 69 | -50 | 134 | 5 | false | Tighten stops on momentum names |
P6386 | Hands-off | Taxable | USD | 2025-05-20 | 815,057 | 49,241 | 765,816 | 1 | 73.5 | 16.7 | 4.8 | 5 | GLD:27.1%;QQQ:27.1%;TLT:27.1%;MSFT:18.8% | US:73.8;EU:6.6;APAC:5.7;EM:12.4;Other:1.4 | Value:-0.0;Growth:+0.5;Quality:-0.3;Size:+0.2;Momentum:+0.4;LowVol:+0.7 | ESGOnly;MaxPos8% | 6 | 25 | 3.6 | hard 10% | 105 | 19.3 | Bull | 11.2 | 4.64 | 3.3 | 72 | 29 | 50 | 51 | false | Hedge | Add TLT +1% as duration hedge | 16 | 6 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 113 | 5 | 83 | 3 | false | Increase defensive factor exposure |
P6387 | Active | Roth | USD | 2025-08-19 | 1,343,626 | 135,461 | 1,208,165 | 1 | 64.3 | 26.5 | 2.7 | 6.5 | GLD:22.2%;BND:25.9%;AAPL:25.9%;TLT:25.9% | US:69.6;EU:9.2;APAC:14.1;EM:4.5;Other:2.6 | Value:+0.6;Growth:-0.4;Quality:-1.0;Size:-0.4;Momentum:+0.5;LowVol:-0.0 | NoDerivatives | 6 | 25 | 4.6 | trailing 9% | 178 | 21.4 | Bull | 17.8 | 3.77 | 2.7 | 77 | 47 | 78 | 53 | false | Hedge | Add TLT +1% as duration hedge | 14 | -16 | BrokerA | MKT | 89 | null | null | Normal monitoring | -58 | -39 | -63 | 3 | false | Tax-aware sells next window |
P6388 | Hands-off | IRA | USD | 2024-11-12 | 628,452 | 41,760 | 586,692 | 1 | 72.9 | 17.6 | 0 | 9.6 | VTI:23.3%;XLF:23.6%;QQQ:23.6%;VOO:19.5%;MUB:9.9% | US:66.1;EU:15.2;APAC:9.9;EM:4.3;Other:4.5 | Value:+0.4;Growth:+0.2;Quality:-1.0;Size:+0.2;Momentum:-1.0;LowVol:-0.4 | ESGOnly;NoDerivatives | 7 | 30 | 5.9 | trailing 10% | 147 | 18.2 | Sideways | 15.2 | 4.2 | 2.9 | 115 | -5 | 32 | 62 | false | Hedge | Add TLT +1% as duration hedge | 9 | 3 | BrokerB | MKT | 86 | null | null | Normal monitoring | 36 | -16 | 67 | 5 | false | Monitor dispersion and breadth |
P6389 | Active | IRA | USD | 2025-09-04 | 809,361 | 88,324 | 721,037 | 1 | 60 | 19.6 | 13.1 | 7.4 | VTI:22.3%;AAPL:22.3%;HYG:13.2%;TSLA:22.3%;MUB:19.9% | US:69.1;EU:16.3;APAC:5.2;EM:7.0;Other:2.5 | Value:-0.9;Growth:+0.2;Quality:-0.0;Size:+0.9;Momentum:-0.1;LowVol:-0.7 | MaxPos7% | 6 | 35 | 5 | trailing 8% | 187 | 17.4 | Volatile | 26.3 | 5.1 | 2.5 | 164 | -33 | 36 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | 1 | BrokerC | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 14 | -10 | 33 | 5 | false | Increase defensive factor exposure |
P6390 | Cautious | 401k | USD | 2025-07-11 | 804,328 | 76,761 | 727,567 | 1 | 44.1 | 39.4 | 1.9 | 14.6 | AAPL:33.3%;AMZN:33.3%;TSLA:33.3% | US:68.4;EU:5.6;APAC:15.9;EM:6.2;Other:3.9 | Value:+0.8;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:+0.1;LowVol:+0.2 | ESGOnly;MaxPos7%;NoMargin | 10 | 30 | 3.7 | trailing 8% | 102 | 16 | Volatile | 31.8 | 4.67 | 2.6 | 122 | 38 | 64 | 60 | false | Hedge | Add TLT +1% as duration hedge | -7 | -11 | BrokerC | MKT | 93 | null | null | Normal monitoring | 13 | -31 | -10 | 5 | false | Monitor dispersion and breadth |
P6391 | Hands-off | Taxable | USD | 2025-11-14 | 401,601 | 19,995 | 381,606 | 1 | 61.7 | 20.9 | 11.4 | 6 | AAPL:17.2%;BRK.B:16.9%;IEF:14.1%;BND:20.8%;TLT:16.0%;VOO:15.1% | US:71.9;EU:13.6;APAC:8.1;EM:3.3;Other:3.1 | Value:+0.3;Growth:-0.9;Quality:+0.2;Size:-0.7;Momentum:+0.3;LowVol:+0.8 | null | 10 | 30 | 4.1 | trailing 8% | 159 | 18.9 | Volatile | 28.8 | 5.16 | 3.9 | 144 | 54 | 79 | 83 | true | Rebalance | Rebalance back to target bands | -1 | 4 | BrokerD | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 107 | 7 | 69 | 5 | false | Increase defensive factor exposure |
P6392 | Active | Trust | USD | 2025-08-15 | 2,131,300 | 189,745 | 1,941,555 | 1 | 54.8 | 20.1 | 19.8 | 5.3 | MSFT:20.6%;VTI:20.6%;TLT:11.2%;BRK.B:11.8%;MUB:20.6%;BND:15.1% | US:65.3;EU:12.5;APAC:9.6;EM:9.0;Other:3.7 | Value:+0.5;Growth:-0.5;Quality:+0.2;Size:-0.4;Momentum:-0.9;LowVol:+0.5 | null | 8 | 30 | 4.5 | trailing 9% | 164 | 19.4 | Volatile | 24.5 | 4.53 | 3.7 | 170 | 42 | 82 | 63 | false | Hedge | Add TLT +1% as duration hedge | 11 | -25 | BrokerD | MKT | 85 | null | null | Normal monitoring | 12 | -34 | 133 | 5 | false | Tax-aware sells next window |
P6393 | Opportunistic | Roth | USD | 2025-10-23 | 1,322,815 | 52,095 | 1,270,720 | 1.25 | 73.7 | 18.1 | 0 | 8.3 | TLT:28.6%;VNQ:28.6%;MSFT:14.2%;GLD:28.6% | US:71.4;EU:10.5;APAC:7.6;EM:10.2;Other:0.2 | Value:-0.1;Growth:+0.5;Quality:-0.6;Size:+0.1;Momentum:-0.7;LowVol:+0.5 | null | 8 | 35 | 7 | hard 12% | 212 | 33.5 | Bull | 11.1 | 4.44 | 3 | 114 | 16 | 46 | 38 | false | Buy | Add to core equity +1% | -9 | 15 | BrokerB | LMT | 87 | null | null | Normal monitoring | 60 | -23 | 187 | 4 | false | Increase defensive factor exposure |
P6394 | Active | Trust | USD | 2025-10-23 | 1,818,369 | 171,292 | 1,647,077 | 1 | 64.9 | 24.2 | 2.3 | 8.6 | BRK.B:24.0%;MSFT:24.0%;IEF:23.1%;MUB:16.8%;VTI:12.2% | US:62.3;EU:15.0;APAC:10.0;EM:7.5;Other:5.1 | Value:+0.6;Growth:-0.4;Quality:-0.7;Size:+0.1;Momentum:+0.7;LowVol:+0.6 | NoDerivatives | 7 | 30 | 5.9 | hard 12% | 193 | 22.2 | Sideways | 16.5 | 4.32 | 2.8 | 137 | 5 | 59 | 51 | false | Rebalance | Shift +1% to bonds from equity | 29 | -29 | BrokerB | MKT | 86 | null | null | Normal monitoring | 17 | -35 | 9 | 5 | false | Tighten stops on momentum names |
P6395 | Active | Taxable | USD | 2024-11-25 | 1,479,989 | 153,968 | 1,326,021 | 1 | 63.4 | 29.2 | 0 | 7.4 | TSLA:20.8%;MSFT:18.5%;HYG:13.7%;AAPL:20.8%;AMZN:20.8%;VTI:5.4% | US:69.7;EU:7.4;APAC:14.4;EM:7.9;Other:0.5 | Value:+1.0;Growth:-0.1;Quality:+0.8;Size:+0.1;Momentum:-0.3;LowVol:0.0 | NoDerivatives | 10 | 35 | 5.2 | trailing 8% | 181 | 25.7 | Volatile | 27.4 | 4.06 | 3.3 | 171 | 8 | 68 | 67 | false | Hedge | Add TLT +1% as duration hedge | -14 | 9 | BrokerD | MKT | 91 | null | null | Normal monitoring | 15 | -24 | 32 | 4 | false | Monitor dispersion and breadth |
P6396 | Cautious | Roth | USD | 2025-06-15 | 821,641 | 65,955 | 755,686 | 1 | 36.7 | 43.9 | 2.4 | 17 | TSLA:13.9%;BRK.B:28.7%;XLF:28.7%;HYG:28.7% | US:72.0;EU:8.2;APAC:9.8;EM:9.5;Other:0.5 | Value:+0.9;Growth:-0.2;Quality:-0.2;Size:+0.7;Momentum:+0.9;LowVol:-0.5 | NoDerivatives;NoMargin | 8 | 35 | 3.1 | trailing 10% | 150 | 19.8 | Bear | 24 | 3.38 | 1.6 | 159 | -83 | 5 | 45 | false | Hedge | Add TLT +1% as duration hedge | -11 | -21 | BrokerC | MKT | 99 | null | null | Normal monitoring | 107 | 20 | 242 | 5 | false | Tighten stops on momentum names |
P6397 | Hands-off | Trust | USD | 2025-12-19 | 207,371 | 13,159 | 194,212 | 1 | 56.6 | 27.2 | 10.4 | 5.8 | VTI:25.6%;BRK.B:25.6%;MSFT:23.2%;TSLA:25.6% | US:60.8;EU:14.1;APAC:12.9;EM:10.8;Other:1.4 | Value:+0.6;Growth:+0.5;Quality:-0.2;Size:+0.4;Momentum:-0.5;LowVol:-0.3 | ESGOnly | 10 | 30 | 3.9 | trailing 8% | 120 | 14.3 | Bull | 11.2 | 3.8 | 2.6 | 72 | 69 | 82 | 30 | false | Rebalance | Shift +1% to bonds from equity | -10 | -4 | BrokerB | MKT | 88 | null | null | Normal monitoring | 30 | -19 | 22 | 4 | false | Tax-aware sells next window |
P6398 | Opportunistic | IRA | USD | 2024-07-14 | 899,741 | 64,016 | 835,725 | 1.19 | 74 | 20.4 | 1 | 4.6 | HYG:23.7%;TSLA:14.3%;GLD:10.3%;AAPL:14.0%;XLF:23.5%;BRK.B:14.1% | US:67.7;EU:6.7;APAC:14.9;EM:7.8;Other:2.9 | Value:+0.8;Growth:-0.1;Quality:-1.0;Size:-0.1;Momentum:+0.2;LowVol:+0.9 | null | 5 | 35 | 4.6 | hard 12% | 200 | 20.4 | Bull | 15.9 | 3.74 | 3.4 | 82 | 43 | 80 | 64 | false | Rebalance | Shift +1% to bonds from equity | 35 | -9 | BrokerD | LMT | 97 | null | null | Normal monitoring | -55 | -43 | 27 | 4 | false | Within IPS guidelines |
P6399 | Active | Trust | USD | 2025-02-07 | 1,682,023 | 177,320 | 1,504,703 | 1 | 55.3 | 29.1 | 8 | 7.6 | HYG:10.0%;VOO:9.2%;XLF:21.0%;TSLA:21.0%;AAPL:21.0%;VTI:17.9% | US:76.2;EU:5.8;APAC:6.4;EM:8.7;Other:2.9 | Value:-0.6;Growth:-1.0;Quality:-0.9;Size:+0.6;Momentum:-0.3;LowVol:+0.4 | null | 7 | 35 | 5 | hard 12% | 160 | 26.9 | Sideways | 14.4 | 3.59 | 3 | 108 | -4 | 53 | 39 | false | Rebalance | Shift +1% to bonds from equity | 2 | 2 | BrokerA | LMT | 94 | null | null | Normal monitoring | -1 | 8 | -4 | 5 | false | Tax-aware sells next window |
P6400 | Hands-off | IRA | USD | 2025-12-11 | 880,047 | 53,134 | 826,913 | 1 | 63.9 | 21.7 | 7.8 | 6.6 | BRK.B:7.6%;AAPL:21.9%;VOO:9.1%;MSFT:19.0%;BND:21.9%;AMZN:20.5% | US:71.6;EU:8.7;APAC:6.7;EM:10.1;Other:3.0 | Value:-0.0;Growth:-0.2;Quality:-0.6;Size:+0.1;Momentum:-0.6;LowVol:+0.3 | MaxPos8%;NoDerivatives | 5 | 35 | 4.4 | hard 10% | 127 | 16.8 | Bull | 16.6 | 4.77 | 3.3 | 94 | 116 | 100 | 60 | false | Buy | Add to core equity +1% | -15 | -26 | BrokerD | MKT | 97 | null | null | Normal monitoring | 38 | -38 | 112 | 4 | false | Tax-aware sells next window |
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