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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P6501 | Hands-off | 401k | USD | 2025-11-25 | 384,027 | 28,794 | 355,233 | 1 | 58.1 | 29.4 | 5.3 | 7.2 | BND:9.4%;GLD:21.9%;XLF:15.2%;BRK.B:9.8%;AMZN:21.9%;MSFT:21.9% | US:60.0;EU:17.0;APAC:12.5;EM:9.8;Other:0.9 | Value:+0.3;Growth:+0.1;Quality:-0.0;Size:+0.6;Momentum:+0.7;LowVol:-0.7 | ESGOnly;NoDerivatives | 8 | 35 | 5.7 | trailing 8% | 91 | 14.5 | Bear | 29.8 | 3.71 | 2.9 | 186 | -56 | 24 | 74 | true | Hedge | Buy index puts 1% notional | -9 | -30 | BrokerB | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | 120 | -25 | 204 | 4 | false | Tighten stops on momentum names |
P6502 | Opportunistic | 401k | USD | 2025-05-10 | 839,705 | 31,399 | 808,306 | 1 | 60.3 | 16.1 | 18.6 | 4.9 | HYG:23.0%;BND:23.0%;MUB:15.7%;AAPL:23.0%;AMZN:15.2% | US:67.1;EU:15.8;APAC:11.3;EM:5.0;Other:0.8 | Value:+0.7;Growth:-1.0;Quality:+0.3;Size:-0.7;Momentum:-0.8;LowVol:+0.2 | null | 10 | 30 | 4.3 | trailing 7% | 235 | 28.9 | Volatile | 24.8 | 5.28 | 2.3 | 119 | 50 | 62 | 64 | true | Hedge | Buy index puts 1% notional | 17 | 5 | BrokerB | MKT | 100 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 105 | -15 | 72 | 4 | false | Monitor dispersion and breadth |
P6503 | Cautious | IRA | USD | 2025-09-03 | 444,019 | 45,549 | 398,470 | 1 | 48.9 | 41.1 | 0 | 10 | BRK.B:18.8%;MSFT:16.5%;XLF:18.2%;TLT:20.6%;AMZN:15.0%;GLD:10.9% | US:66.4;EU:18.4;APAC:8.3;EM:4.4;Other:2.5 | Value:-0.6;Growth:-0.3;Quality:-0.7;Size:-0.7;Momentum:+0.5;LowVol:-0.8 | NoMargin | 6 | 30 | 5.9 | trailing 10% | 97 | 12.5 | Volatile | 29 | 4.16 | 3.7 | 145 | 50 | 60 | 61 | false | Rebalance | Shift +1% to bonds from equity | -15 | -11 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 80 | 18 | 105 | 4 | false | Tax-aware sells next window |
P6504 | Hands-off | Taxable | USD | 2024-10-29 | 734,927 | 37,445 | 697,482 | 1 | 63.6 | 26.1 | 1.3 | 9 | BRK.B:22.1%;VNQ:18.2%;IEF:22.1%;VTI:15.0%;MUB:15.4%;QQQ:7.2% | US:66.5;EU:14.0;APAC:12.6;EM:6.2;Other:0.7 | Value:-0.6;Growth:+0.5;Quality:-0.3;Size:+0.5;Momentum:+0.6;LowVol:-0.8 | NoDerivatives | 5 | 30 | 3.9 | trailing 8% | 125 | 14.7 | Bull | 12.1 | 4.36 | 2.3 | 112 | 46 | 75 | 37 | false | Buy | Add to core equity +1% | 0 | -11 | BrokerA | VWAP | 100 | null | null | Normal monitoring | -20 | 0 | 7 | 5 | false | Tax-aware sells next window |
P6505 | Hands-off | IRA | USD | 2025-07-24 | 405,720 | 27,271 | 378,449 | 1 | 67.6 | 27.5 | 0 | 4.9 | TSLA:33.3%;IEF:33.3%;MSFT:33.3% | US:72.3;EU:10.2;APAC:7.1;EM:8.2;Other:2.2 | Value:+0.6;Growth:-0.7;Quality:-0.8;Size:+0.4;Momentum:+0.2;LowVol:-0.7 | ESGOnly;MaxPos8% | 5 | 35 | 4.4 | trailing 10% | 110 | 16.3 | Bull | 12.7 | 4.61 | 3.1 | 81 | 18 | 46 | 47 | false | Buy | Add to core equity +1% | -14 | 6 | BrokerA | MKT | 99 | null | null | Normal monitoring | 61 | -58 | 53 | 3 | false | Within IPS guidelines |
P6506 | Active | IRA | USD | 2024-08-11 | 997,162 | 88,869 | 908,293 | 1 | 50.1 | 23.8 | 19.4 | 6.7 | XLF:18.0%;AAPL:23.2%;BND:17.4%;VOO:23.2%;MSFT:18.2% | US:68.6;EU:5.9;APAC:11.3;EM:10.5;Other:3.7 | Value:+0.6;Growth:+0.7;Quality:-0.9;Size:-0.2;Momentum:+0.2;LowVol:-0.8 | null | 6 | 25 | 5.4 | hard 12% | 164 | 26.6 | Volatile | 24.2 | 4.91 | 3.7 | 141 | 57 | 78 | 63 | false | NoAction | Within bands; monitor | 31 | -16 | BrokerD | LMT | 95 | null | null | Normal monitoring | -20 | -57 | 2 | 5 | false | Within IPS guidelines |
P6507 | Opportunistic | Roth | USD | 2024-10-10 | 1,759,266 | 97,473 | 1,661,793 | 1 | 66.9 | 17.4 | 8.1 | 7.6 | BND:18.8%;TSLA:10.4%;VTI:24.0%;MUB:24.0%;AMZN:22.8% | US:56.0;EU:18.5;APAC:10.4;EM:11.2;Other:3.9 | Value:-0.5;Growth:+0.1;Quality:+0.5;Size:+0.9;Momentum:+0.4;LowVol:+0.1 | MaxPos5% | 10 | 35 | 4.7 | trailing 7% | 210 | 33.6 | Sideways | 14.5 | 4.87 | 2.7 | 140 | -24 | 40 | 48 | false | Rebalance | Shift +1% to bonds from equity | 24 | 0 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 51 | -9 | 189 | 4 | false | Within IPS guidelines |
P6508 | Active | Taxable | USD | 2024-07-06 | 872,902 | 61,848 | 811,054 | 1 | 54.5 | 23.8 | 15.3 | 6.4 | AMZN:27.1%;AAPL:27.1%;GLD:18.7%;VNQ:27.1% | US:64.5;EU:18.2;APAC:9.6;EM:3.9;Other:3.8 | Value:+1.0;Growth:-0.4;Quality:-0.3;Size:+0.3;Momentum:-0.7;LowVol:+0.9 | NoDerivatives | 6 | 30 | 5.2 | trailing 8% | 127 | 21.5 | Volatile | 24.6 | 4.98 | 4 | 122 | 47 | 79 | 55 | false | Buy | Add to core equity +1% | -5 | 1 | BrokerC | LMT | 94 | null | null | Normal monitoring | 38 | 1 | 46 | 3 | false | Tighten stops on momentum names |
P6509 | Systematic | IRA | USD | 2025-06-26 | 1,354,896 | 133,508 | 1,221,388 | 1 | 65.7 | 25.5 | 0.5 | 8.2 | QQQ:12.7%;VOO:20.5%;BND:20.5%;HYG:13.2%;TLT:20.5%;GLD:12.6% | US:71.8;EU:9.4;APAC:8.8;EM:6.3;Other:3.8 | Value:-0.8;Growth:-1.0;Quality:+0.5;Size:+1.0;Momentum:-0.2;LowVol:+0.8 | MaxPos7% | 7 | 30 | 4.7 | hard 12% | 161 | 23.5 | Bear | 29.5 | 3.09 | 2.3 | 179 | -25 | 25 | 70 | true | Rebalance | Rebalance back to target bands | -4 | -18 | BrokerB | VWAP | 98 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 101 | -11 | 94 | 5 | false | Within IPS guidelines |
P6510 | Active | 401k | USD | 2024-07-29 | 1,755,980 | 200,031 | 1,555,949 | 1 | 64.8 | 28.6 | 0 | 6.6 | HYG:20.8%;TLT:22.2%;VOO:22.1%;BRK.B:12.7%;XLF:22.2% | US:68.6;EU:13.7;APAC:8.3;EM:5.2;Other:4.2 | Value:+0.8;Growth:-0.6;Quality:-0.5;Size:+0.9;Momentum:+0.3;LowVol:-1.0 | null | 5 | 25 | 4.8 | hard 12% | 157 | 21.9 | Bull | 14.6 | 3.74 | 2.8 | 91 | 111 | 100 | 48 | false | Hedge | Add TLT +1% as duration hedge | -1 | -27 | BrokerD | LMT | 86 | null | null | Normal monitoring | 114 | -10 | 135 | 3 | false | Increase defensive factor exposure |
P6511 | Active | 401k | USD | 2025-04-01 | 607,220 | 62,614 | 544,606 | 1 | 60.7 | 27.4 | 2.2 | 9.8 | VOO:19.9%;QQQ:26.7%;AAPL:26.7%;VNQ:26.7% | US:65.1;EU:8.9;APAC:12.5;EM:9.7;Other:3.8 | Value:-0.2;Growth:+0.8;Quality:-0.8;Size:+0.2;Momentum:+0.2;LowVol:+0.4 | MaxPos6% | 5 | 25 | 4.3 | hard 12% | 194 | 25.5 | Sideways | 22 | 4.45 | 2.1 | 111 | -13 | 34 | 64 | false | Sell | Trim extended winner -1% | 25 | 6 | BrokerA | VWAP | 100 | null | null | Normal monitoring | 62 | -38 | 62 | 4 | false | Within IPS guidelines |
P6512 | Active | Roth | USD | 2025-05-17 | 528,586 | 39,677 | 488,909 | 1 | 53.7 | 27.5 | 13.8 | 5 | HYG:23.9%;MSFT:23.9%;QQQ:14.6%;VTI:13.8%;AAPL:23.9% | US:56.1;EU:13.9;APAC:16.1;EM:11.6;Other:2.3 | Value:+1.0;Growth:+0.7;Quality:-0.2;Size:-0.3;Momentum:+0.5;LowVol:-0.2 | NoDerivatives | 8 | 35 | 4.5 | trailing 9% | 226 | 24.7 | Volatile | 21.7 | 4.41 | 2.5 | 141 | -22 | 49 | 54 | false | Sell | Trim extended winner -1% | 26 | -5 | BrokerB | MKT | 94 | null | null | Normal monitoring | -19 | -24 | -40 | 4 | false | Increase defensive factor exposure |
P6513 | Opportunistic | IRA | USD | 2025-09-14 | 761,185 | 52,733 | 708,452 | 1 | 64.1 | 16.3 | 13.6 | 6 | TLT:16.5%;XLF:19.3%;MSFT:20.9%;HYG:21.7%;MUB:21.7% | US:60.9;EU:12.2;APAC:13.3;EM:10.5;Other:3.0 | Value:+0.1;Growth:-0.7;Quality:-0.9;Size:-0.0;Momentum:-0.8;LowVol:-0.9 | null | 5 | 30 | 6.5 | hard 12% | 217 | 34.6 | Bull | 14.3 | 3.52 | 2.9 | 71 | 102 | 86 | 40 | false | NoAction | Within bands; monitor | 32 | 5 | BrokerA | VWAP | 92 | null | null | Normal monitoring | 72 | 3 | 67 | 5 | false | Tighten stops on momentum names |
P6514 | Active | 401k | USD | 2025-02-15 | 591,786 | 44,965 | 546,821 | 1 | 50.7 | 28.2 | 14.3 | 6.8 | AMZN:18.5%;AAPL:23.1%;VOO:12.2%;VNQ:23.1%;TSLA:23.1% | US:58.3;EU:17.7;APAC:14.3;EM:7.5;Other:2.3 | Value:+0.8;Growth:+0.2;Quality:+0.6;Size:+1.0;Momentum:+0.5;LowVol:-0.8 | null | 8 | 25 | 4.1 | trailing 8% | 147 | 25.6 | Volatile | 21.9 | 4.66 | 3.5 | 147 | 5 | 56 | 60 | false | Sell | Trim extended winner -1% | 19 | 12 | BrokerB | MKT | 85 | null | null | Normal monitoring | 7 | -57 | 26 | 3 | false | Monitor dispersion and breadth |
P6515 | Opportunistic | Roth | USD | 2024-10-14 | 533,118 | 47,116 | 486,002 | 1.19 | 66.8 | 15.8 | 13.2 | 4.1 | VOO:22.2%;TLT:21.1%;VTI:22.2%;MSFT:21.2%;XLF:13.3% | US:64.2;EU:9.8;APAC:9.8;EM:11.6;Other:4.6 | Value:-0.6;Growth:-0.9;Quality:+0.2;Size:+0.6;Momentum:-0.7;LowVol:-0.3 | NoDerivatives | 5 | 25 | 6.8 | trailing 7% | 261 | 20.4 | Bear | 31.3 | 3.82 | 1.4 | 156 | -56 | 9 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | 2 | BrokerD | LMT | 91 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 6 | 3 | 21 | 4 | false | Increase defensive factor exposure |
P6516 | Cautious | Taxable | USD | 2025-02-02 | 808,783 | 90,857 | 717,926 | 1 | 44.8 | 36.3 | 7.6 | 11.3 | XLF:34.3%;MSFT:34.3%;VNQ:31.4% | US:65.6;EU:11.5;APAC:15.9;EM:3.8;Other:3.2 | Value:+0.7;Growth:+0.8;Quality:-0.2;Size:-0.4;Momentum:+0.8;LowVol:-0.5 | ESGOnly;NoMargin | 5 | 25 | 5.2 | trailing 8% | 144 | 14.3 | Sideways | 17.8 | 4.01 | 2 | 112 | -18 | 34 | 32 | false | Sell | Trim extended winner -1% | -10 | -33 | BrokerB | LMT | 85 | null | null | Normal monitoring | 93 | -57 | 221 | 5 | false | Within IPS guidelines |
P6517 | Active | IRA | USD | 2024-09-16 | 761,935 | 72,838 | 689,097 | 1.15 | 53 | 19 | 20.6 | 7.4 | TSLA:36.3%;VOO:29.9%;AAPL:33.8% | US:62.9;EU:14.6;APAC:10.0;EM:9.7;Other:2.8 | Value:-0.2;Growth:-0.3;Quality:-0.9;Size:-0.3;Momentum:-0.1;LowVol:+0.5 | MaxPos5%;NoDerivatives | 6 | 25 | 5.4 | trailing 9% | 142 | 18.8 | Bull | 16.8 | 4.76 | 3.1 | 114 | 41 | 82 | 36 | false | Hedge | Add TLT +1% as duration hedge | 22 | 1 | BrokerC | MKT | 93 | null | null | Normal monitoring | -50 | -31 | -4 | 4 | false | Tax-aware sells next window |
P6518 | Active | Roth | USD | 2024-07-16 | 2,084,433 | 209,396 | 1,875,037 | 1 | 50.1 | 24.5 | 16.7 | 8.7 | IEF:33.3%;AMZN:33.3%;MUB:33.3% | US:64.2;EU:17.9;APAC:10.8;EM:3.8;Other:3.3 | Value:-0.7;Growth:-0.9;Quality:+0.3;Size:+0.9;Momentum:+0.4;LowVol:+0.3 | null | 6 | 35 | 5.5 | trailing 8% | 201 | 19.3 | Bull | 12.5 | 3.52 | 3 | 97 | 97 | 100 | 25 | false | Rebalance | Shift +1% to bonds from equity | -1 | -20 | BrokerB | LMT | 85 | null | null | Normal monitoring | 12 | -15 | 81 | 3 | false | Within IPS guidelines |
P6519 | Systematic | 401k | USD | 2025-12-15 | 456,089 | 29,440 | 426,649 | 1 | 67.7 | 24.6 | 1.2 | 6.5 | TLT:22.5%;TSLA:24.1%;AMZN:13.2%;AAPL:24.1%;QQQ:16.1% | US:67.6;EU:12.4;APAC:13.5;EM:2.8;Other:3.7 | Value:-0.8;Growth:+0.7;Quality:+1.0;Size:-0.8;Momentum:-0.7;LowVol:-1.0 | MaxPos5%;NoDerivatives | 10 | 35 | 4.4 | trailing 9% | 227 | 23.2 | Bull | 16.6 | 4.67 | 2.8 | 76 | 111 | 100 | 55 | false | Buy | Add to core equity +1% | 12 | -4 | BrokerB | LMT | 99 | null | null | Normal monitoring | 46 | -3 | 96 | 5 | false | Increase defensive factor exposure |
P6520 | Active | Taxable | USD | 2025-01-20 | 794,318 | 68,343 | 725,975 | 1.22 | 53 | 26.7 | 12.7 | 7.7 | TLT:19.3%;BND:10.1%;XLF:19.9%;TSLA:20.1%;MUB:12.7%;GLD:17.9% | US:68.4;EU:10.9;APAC:10.3;EM:8.7;Other:1.8 | Value:-0.3;Growth:+0.1;Quality:-0.2;Size:-0.5;Momentum:-0.6;LowVol:+0.7 | MaxPos6% | 6 | 25 | 4.9 | trailing 9% | 170 | 16.7 | Bull | 14.8 | 4.03 | 3.4 | 94 | 93 | 87 | 34 | false | Hedge | Add TLT +1% as duration hedge | 33 | -22 | BrokerC | LMT | 91 | null | null | Normal monitoring | 106 | 0 | 204 | 4 | false | Tax-aware sells next window |
P6521 | Hands-off | Roth | USD | 2025-08-26 | 262,422 | 20,037 | 242,385 | 1 | 64.4 | 18.1 | 11.3 | 6.2 | VNQ:13.0%;IEF:20.8%;VOO:20.8%;TLT:20.8%;AMZN:16.7%;TSLA:8.0% | US:66.6;EU:10.4;APAC:13.4;EM:8.6;Other:1.0 | Value:+0.5;Growth:-0.9;Quality:+0.4;Size:+0.2;Momentum:+0.9;LowVol:-0.1 | MaxPos5% | 6 | 25 | 5.3 | trailing 10% | 135 | 12 | Volatile | 27.6 | 4.48 | 3.3 | 123 | 63 | 78 | 70 | false | NoAction | Within bands; monitor | 15 | -3 | BrokerA | LMT | 92 | null | null | Normal monitoring | 1 | -13 | 42 | 5 | false | Within IPS guidelines |
P6522 | Active | Trust | USD | 2024-08-30 | 674,182 | 63,194 | 610,988 | 1 | 58.6 | 25.2 | 6.7 | 9.5 | XLF:29.4%;VNQ:35.3%;AAPL:35.3% | US:80.3;EU:6.8;APAC:8.4;EM:4.1;Other:0.5 | Value:-0.9;Growth:+0.5;Quality:-0.4;Size:-0.9;Momentum:-1.0;LowVol:-0.5 | MaxPos5% | 5 | 35 | 5.5 | trailing 9% | 163 | 24 | Sideways | 14.8 | 4.88 | 2.5 | 130 | 43 | 79 | 49 | false | Hedge | Add TLT +1% as duration hedge | -4 | -37 | BrokerB | MKT | 87 | null | null | Normal monitoring | 42 | -3 | 28 | 4 | false | Tighten stops on momentum names |
P6523 | Cautious | IRA | USD | 2024-09-03 | 260,226 | 23,953 | 236,273 | 1 | 50.1 | 38.7 | 0 | 11.2 | VTI:21.4%;TLT:21.4%;MUB:6.7%;TSLA:21.4%;QQQ:21.4%;XLF:7.5% | US:73.1;EU:8.0;APAC:8.2;EM:6.4;Other:4.3 | Value:-0.7;Growth:-0.8;Quality:+0.4;Size:-0.1;Momentum:-0.3;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 3.1 | trailing 8% | 109 | 13.6 | Volatile | 27.2 | 4.62 | 3.1 | 167 | -40 | 27 | 61 | false | NoAction | Within bands; monitor | -11 | 14 | BrokerC | MKT | 0 | null | null | Normal monitoring | 77 | -40 | 162 | 4 | false | Increase defensive factor exposure |
P6524 | Opportunistic | IRA | USD | 2024-09-27 | 1,467,342 | 82,511 | 1,384,831 | 1.14 | 63.3 | 12.9 | 19 | 4.9 | IEF:14.7%;HYG:24.2%;BND:18.8%;QQQ:18.1%;TSLA:24.2% | US:66.7;EU:13.2;APAC:11.1;EM:4.0;Other:5.1 | Value:-0.0;Growth:-0.2;Quality:-0.8;Size:-0.2;Momentum:+0.3;LowVol:+0.3 | null | 6 | 30 | 4.5 | trailing 9% | 200 | 32.4 | Bull | 15.5 | 4.44 | 3.5 | 102 | 110 | 100 | 41 | false | Rebalance | Shift +1% to bonds from equity | 2 | -22 | BrokerD | LMT | 95 | null | null | Normal monitoring | 78 | 19 | 164 | 3 | false | Tighten stops on momentum names |
P6525 | Hands-off | 401k | USD | 2024-09-12 | 211,926 | 13,265 | 198,661 | 1 | 61.4 | 18.7 | 13.2 | 6.6 | AMZN:7.2%;BND:21.5%;GLD:15.0%;TLT:21.5%;TSLA:16.8%;HYG:18.0% | US:70.9;EU:10.3;APAC:8.5;EM:9.1;Other:1.1 | Value:+0.7;Growth:-0.3;Quality:-0.4;Size:+1.0;Momentum:+0.2;LowVol:-0.5 | null | 5 | 25 | 3.4 | trailing 10% | 154 | 17 | Bear | 33.4 | 3.54 | 1.9 | 148 | 6 | 45 | 73 | true | Rebalance | Rebalance back to target bands | -2 | -28 | BrokerC | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 106 | -1 | 122 | 4 | false | Tax-aware sells next window |
P6526 | Opportunistic | 401k | USD | 2025-08-03 | 1,596,059 | 93,921 | 1,502,138 | 1 | 70.2 | 20.4 | 3.2 | 6.2 | TLT:27.3%;BND:27.3%;TSLA:18.2%;VOO:27.3% | US:79.0;EU:5.6;APAC:9.7;EM:4.8;Other:1.0 | Value:+0.9;Growth:-0.9;Quality:-0.9;Size:-0.6;Momentum:+0.7;LowVol:+1.0 | MaxPos5% | 10 | 25 | 6.5 | trailing 7% | 179 | 26.4 | Bear | 34.8 | 4.32 | 2.2 | 166 | -41 | 21 | 88 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | 12 | BrokerA | LMT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -18 | -57 | -19 | 5 | false | Monitor dispersion and breadth |
P6527 | Opportunistic | 401k | USD | 2025-05-13 | 1,220,698 | 55,183 | 1,165,515 | 1.09 | 62.5 | 11.5 | 21.5 | 4.5 | AMZN:23.5%;MSFT:23.5%;BRK.B:23.5%;BND:10.5%;VNQ:8.6%;VTI:10.5% | US:74.3;EU:5.1;APAC:8.1;EM:11.2;Other:1.3 | Value:-0.1;Growth:0.0;Quality:+0.5;Size:-0.5;Momentum:-0.5;LowVol:+0.8 | null | 6 | 30 | 5.9 | trailing 7% | 215 | 20.1 | Sideways | 15.4 | 4.01 | 3.2 | 124 | 37 | 61 | 44 | false | Sell | Trim extended winner -1% | -8 | -13 | BrokerD | LMT | 89 | null | null | Normal monitoring | 45 | -53 | 130 | 4 | false | Monitor dispersion and breadth |
P6528 | Opportunistic | IRA | USD | 2025-10-29 | 519,836 | 42,240 | 477,596 | 1 | 66.7 | 12.2 | 17.1 | 4 | VNQ:9.2%;QQQ:17.2%;AMZN:18.7%;MSFT:20.8%;BND:13.6%;AAPL:20.5% | US:65.6;EU:9.2;APAC:13.6;EM:10.3;Other:1.3 | Value:-0.3;Growth:-0.8;Quality:+0.6;Size:+0.3;Momentum:-0.5;LowVol:-0.0 | null | 5 | 25 | 4.7 | trailing 7% | 218 | 26.6 | Bull | 13.6 | 4.22 | 3.3 | 118 | 50 | 89 | 42 | false | Rebalance | Shift +1% to bonds from equity | -9 | -11 | BrokerD | LMT | 88 | null | null | Normal monitoring | 80 | -7 | 70 | 3 | false | Tighten stops on momentum names |
P6529 | Hands-off | 401k | USD | 2025-03-31 | 312,379 | 25,518 | 286,861 | 1 | 69.8 | 25.4 | 0 | 4.7 | IEF:21.7%;BRK.B:10.0%;VTI:12.3%;AMZN:21.7%;QQQ:21.7%;GLD:12.5% | US:59.4;EU:16.6;APAC:14.9;EM:4.9;Other:4.1 | Value:+0.9;Growth:+0.6;Quality:-0.5;Size:+0.1;Momentum:-0.9;LowVol:0.0 | null | 10 | 35 | 4.3 | trailing 8% | 133 | 19.9 | Sideways | 18.3 | 3.77 | 3.4 | 95 | 10 | 54 | 58 | false | Buy | Add to core equity +1% | -5 | 0 | BrokerD | MKT | 97 | null | null | Normal monitoring | 35 | 8 | 76 | 5 | false | Within IPS guidelines |
P6530 | Hands-off | 401k | USD | 2025-03-28 | 370,853 | 18,731 | 352,122 | 1 | 66.3 | 20.4 | 4.4 | 8.9 | HYG:34.5%;AMZN:31.1%;GLD:34.5% | US:68.8;EU:13.8;APAC:6.2;EM:7.1;Other:4.0 | Value:-0.7;Growth:+0.9;Quality:+0.7;Size:+0.7;Momentum:-1.0;LowVol:-0.2 | MaxPos6% | 8 | 25 | 3.2 | trailing 10% | 92 | 18.8 | Volatile | 30.1 | 5.48 | 2.9 | 145 | -12 | 53 | 88 | true | Hedge | Buy index puts 1% notional | 31 | -22 | BrokerD | LMT | 87 | VAR>budget | Pause | Risk above budget threshold | 72 | -51 | 187 | 4 | false | Increase defensive factor exposure |
P6531 | Hands-off | 401k | USD | 2024-09-30 | 629,074 | 62,050 | 567,024 | 1 | 70.9 | 20.3 | 0 | 8.8 | MSFT:27.5%;VNQ:27.5%;QQQ:27.5%;BRK.B:17.6% | US:65.0;EU:10.9;APAC:13.3;EM:7.1;Other:3.7 | Value:-0.6;Growth:+0.2;Quality:+0.3;Size:-0.0;Momentum:-1.0;LowVol:-0.4 | ESGOnly;MaxPos7% | 7 | 35 | 4.2 | trailing 8% | 111 | 18.3 | Bear | 24.3 | 3.04 | 2.6 | 137 | -112 | 5 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | 5 | BrokerC | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 114 | -9 | 198 | 4 | false | Within IPS guidelines |
P6532 | Systematic | Roth | USD | 2025-02-14 | 1,053,689 | 55,701 | 997,988 | 1 | 56.7 | 31.4 | 5.1 | 6.8 | BRK.B:15.0%;TLT:13.6%;MUB:20.9%;VNQ:15.0%;IEF:20.9%;VTI:14.6% | US:73.3;EU:9.0;APAC:8.4;EM:6.8;Other:2.5 | Value:-0.3;Growth:+0.7;Quality:-0.4;Size:-0.9;Momentum:+0.8;LowVol:-0.4 | null | 10 | 30 | 4.3 | trailing 8% | 176 | 22.1 | Bull | 12.1 | 3.69 | 2.1 | 87 | 30 | 56 | 30 | true | Hedge | Buy index puts 1% notional | 23 | -28 | BrokerC | LMT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 116 | -54 | 225 | 4 | true | Tax-aware sells next window |
P6533 | Systematic | Taxable | USD | 2024-11-25 | 1,410,748 | 93,591 | 1,317,157 | 1 | 64.4 | 30.2 | 0 | 5.4 | BRK.B:33.3%;AAPL:33.3%;VTI:33.3% | US:55.3;EU:16.1;APAC:13.9;EM:11.1;Other:3.6 | Value:-0.9;Growth:-0.9;Quality:-1.0;Size:+0.5;Momentum:-0.4;LowVol:+0.1 | MaxPos7% | 7 | 25 | 4.3 | trailing 9% | 144 | 16.9 | Sideways | 14.9 | 3.56 | 2.1 | 90 | 55 | 83 | 49 | false | Sell | Trim extended winner -1% | -15 | -14 | BrokerD | MKT | 89 | null | null | Normal monitoring | 69 | -18 | 125 | 5 | false | Increase defensive factor exposure |
P6534 | Active | 401k | USD | 2024-08-11 | 545,107 | 52,894 | 492,213 | 1 | 50.5 | 24.1 | 19 | 6.4 | AMZN:33.3%;QQQ:33.3%;TLT:33.3% | US:63.8;EU:14.9;APAC:8.0;EM:8.8;Other:4.5 | Value:-0.5;Growth:-0.7;Quality:-0.5;Size:+0.5;Momentum:-0.1;LowVol:-1.0 | null | 7 | 35 | 4.3 | trailing 8% | 174 | 22.5 | Bear | 22.5 | 3.51 | 1.3 | 152 | -42 | 35 | 48 | false | Rebalance | Shift +1% to bonds from equity | -3 | 6 | BrokerC | MKT | 93 | null | null | Normal monitoring | 40 | -44 | 22 | 5 | false | Within IPS guidelines |
P6535 | Cautious | Taxable | USD | 2025-08-21 | 167,570 | 23,640 | 143,930 | 1 | 41.7 | 40.4 | 7 | 11 | QQQ:11.5%;VOO:22.1%;MUB:22.1%;TLT:8.5%;VNQ:13.9%;GLD:22.1% | US:80.9;EU:5.8;APAC:9.1;EM:4.2;Other:0.1 | Value:-0.6;Growth:-0.9;Quality:+0.1;Size:+0.3;Momentum:+0.1;LowVol:+1.0 | NoMargin | 10 | 25 | 3.7 | trailing 10% | 157 | 17.7 | Sideways | 17.8 | 3.95 | 2.4 | 114 | 1 | 52 | 38 | false | Sell | Trim extended winner -1% | 25 | -9 | BrokerC | MKT | 97 | null | null | Normal monitoring | 96 | 0 | 173 | 3 | false | Tax-aware sells next window |
P6536 | Systematic | Roth | USD | 2024-08-20 | 1,089,219 | 47,571 | 1,041,648 | 1 | 63.6 | 31.4 | 0 | 5 | BND:18.3%;GLD:8.2%;HYG:20.5%;VNQ:20.5%;AMZN:16.3%;VOO:16.1% | US:71.5;EU:11.4;APAC:7.6;EM:8.4;Other:1.1 | Value:-0.4;Growth:-1.0;Quality:+0.1;Size:+0.5;Momentum:-0.0;LowVol:+0.2 | null | 6 | 30 | 5 | trailing 9% | 211 | 19.9 | Bull | 13.6 | 4.37 | 2.3 | 97 | 86 | 100 | 49 | true | Rebalance | Rebalance back to target bands | -4 | 10 | BrokerC | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | 62 | -20 | 120 | 4 | false | Tighten stops on momentum names |
P6537 | Hands-off | 401k | USD | 2024-10-24 | 551,506 | 25,841 | 525,665 | 1 | 69.1 | 23.3 | 0 | 7.5 | XLF:9.2%;BND:19.8%;GLD:18.7%;TSLA:21.3%;TLT:9.6%;AMZN:21.3% | US:61.2;EU:10.2;APAC:13.8;EM:10.6;Other:4.2 | Value:+0.6;Growth:+0.9;Quality:+0.6;Size:+0.2;Momentum:-0.6;LowVol:-0.5 | ESGOnly;MaxPos7% | 10 | 30 | 5.2 | trailing 10% | 129 | 19.1 | Bull | 12.7 | 4.04 | 3.1 | 70 | 49 | 64 | 44 | false | Sell | Trim extended winner -1% | 27 | 6 | BrokerD | LMT | 90 | null | null | Normal monitoring | -30 | -51 | 36 | 3 | false | Within IPS guidelines |
P6538 | Systematic | IRA | USD | 2025-12-11 | 1,961,240 | 180,208 | 1,781,032 | 1 | 60.4 | 32.3 | 0 | 7.3 | VTI:14.8%;GLD:9.0%;IEF:18.0%;BND:21.5%;QQQ:15.1%;MUB:21.5% | US:67.0;EU:5.9;APAC:13.8;EM:10.4;Other:3.0 | Value:+0.8;Growth:0.0;Quality:+0.7;Size:+0.8;Momentum:-0.3;LowVol:+0.7 | null | 8 | 35 | 5.8 | trailing 9% | 220 | 17.4 | Volatile | 28.9 | 4.24 | 4.1 | 148 | -44 | 24 | 75 | true | Hedge | Buy index puts 1% notional | 9 | -3 | BrokerC | MKT | 91 | VAR>budget | Reduce | Risk above budget threshold | -4 | -32 | 119 | 5 | true | Within IPS guidelines |
P6539 | Cautious | Taxable | USD | 2025-09-09 | 757,045 | 80,242 | 676,803 | 1 | 38.9 | 35.8 | 11.8 | 13.5 | TLT:28.0%;VOO:16.1%;VNQ:28.0%;HYG:28.0% | US:65.3;EU:14.8;APAC:10.3;EM:5.0;Other:4.6 | Value:+0.7;Growth:+0.5;Quality:-0.2;Size:-0.4;Momentum:+0.5;LowVol:-0.2 | ESGOnly;MaxPos7%;NoMargin | 7 | 30 | 5.6 | trailing 8% | 150 | 14.8 | Volatile | 28.4 | 4.95 | 3.7 | 154 | -35 | 37 | 53 | false | NoAction | Within bands; monitor | 33 | -27 | BrokerB | MKT | 0 | null | null | Normal monitoring | -12 | 11 | -13 | 4 | false | Tax-aware sells next window |
P6540 | Cautious | Roth | USD | 2025-11-13 | 864,416 | 116,423 | 747,993 | 1 | 48.1 | 32.6 | 4.6 | 14.7 | TLT:33.3%;BRK.B:33.3%;VTI:33.3% | US:70.1;EU:12.4;APAC:5.5;EM:8.8;Other:3.2 | Value:-0.9;Growth:+0.2;Quality:-0.9;Size:0.0;Momentum:+0.2;LowVol:+0.4 | MaxPos5%;NoMargin | 10 | 35 | 3 | hard 10% | 129 | 13.7 | Sideways | 20.9 | 4.11 | 2.9 | 104 | 31 | 72 | 40 | false | Rebalance | Shift +1% to bonds from equity | -8 | -36 | BrokerD | LMT | 97 | null | null | Normal monitoring | 3 | 14 | 19 | 3 | false | Within IPS guidelines |
P6541 | Systematic | Roth | USD | 2024-08-02 | 1,070,101 | 92,970 | 977,131 | 1 | 60.3 | 31 | 0 | 8.7 | VNQ:14.5%;AMZN:23.3%;BND:23.3%;TSLA:23.3%;XLF:15.7% | US:66.8;EU:15.6;APAC:8.7;EM:8.1;Other:0.8 | Value:-0.8;Growth:-0.0;Quality:+0.9;Size:-0.9;Momentum:-0.7;LowVol:+1.0 | null | 5 | 25 | 4.9 | trailing 8% | 199 | 20 | Bull | 11.4 | 4.44 | 2.1 | 111 | 64 | 87 | 31 | false | Buy | Add to core equity +1% | 27 | -39 | BrokerC | LMT | 89 | null | null | Normal monitoring | 19 | 18 | 102 | 5 | false | Monitor dispersion and breadth |
P6542 | Cautious | IRA | USD | 2025-07-26 | 860,793 | 97,790 | 763,003 | 1 | 38.8 | 43.4 | 1.6 | 16.3 | VNQ:17.4%;QQQ:12.7%;XLF:20.5%;TLT:14.1%;BRK.B:20.5%;MSFT:14.7% | US:62.6;EU:15.4;APAC:12.3;EM:9.3;Other:0.4 | Value:+0.9;Growth:-0.6;Quality:+0.5;Size:+0.1;Momentum:+0.2;LowVol:-0.0 | ESGOnly;NoMargin | 5 | 35 | 3 | trailing 8% | 127 | 19.7 | Volatile | 28.6 | 4.47 | 2.3 | 172 | 72 | 94 | 63 | false | Buy | Add to core equity +1% | 21 | -36 | BrokerB | MKT | 88 | null | null | Normal monitoring | -30 | -46 | -17 | 4 | false | Increase defensive factor exposure |
P6543 | Active | Roth | USD | 2024-08-14 | 1,974,701 | 169,905 | 1,804,796 | 1 | 67.6 | 26.4 | 0 | 6 | QQQ:23.7%;TSLA:21.9%;BRK.B:13.8%;GLD:17.0%;VNQ:23.7% | US:67.4;EU:13.4;APAC:10.2;EM:6.5;Other:2.4 | Value:-0.9;Growth:+0.7;Quality:-0.0;Size:-0.6;Momentum:+0.9;LowVol:-0.3 | MaxPos7% | 10 | 35 | 4.2 | trailing 8% | 217 | 18.8 | Volatile | 25.3 | 4.54 | 4.2 | 127 | -19 | 55 | 62 | false | NoAction | Within bands; monitor | 25 | 4 | BrokerB | LMT | 95 | null | null | Normal monitoring | 113 | -21 | 118 | 3 | false | Within IPS guidelines |
P6544 | Opportunistic | Taxable | USD | 2024-07-04 | 1,463,909 | 104,573 | 1,359,336 | 1 | 76.3 | 15.7 | 0 | 8 | AMZN:21.4%;MUB:9.9%;AAPL:12.6%;VTI:21.4%;IEF:21.4%;TLT:13.2% | US:71.2;EU:6.3;APAC:13.4;EM:5.1;Other:3.9 | Value:-0.7;Growth:-0.9;Quality:+0.6;Size:+0.5;Momentum:-0.4;LowVol:-0.5 | NoDerivatives | 6 | 30 | 6.9 | hard 12% | 176 | 33.4 | Sideways | 15 | 3.53 | 3.4 | 138 | 37 | 60 | 45 | false | Rebalance | Shift +1% to bonds from equity | -11 | -11 | BrokerC | LMT | 93 | null | null | Normal monitoring | 46 | 13 | 85 | 3 | false | Monitor dispersion and breadth |
P6545 | Active | 401k | USD | 2024-12-31 | 1,821,598 | 186,530 | 1,635,068 | 1 | 63.2 | 28.6 | 0 | 8.2 | AAPL:17.5%;HYG:27.5%;AMZN:27.5%;TSLA:27.5% | US:54.5;EU:15.4;APAC:15.7;EM:9.3;Other:5.1 | Value:+0.2;Growth:+0.6;Quality:-0.9;Size:+1.0;Momentum:-0.6;LowVol:-0.9 | MaxPos8% | 6 | 30 | 5.7 | trailing 8% | 142 | 19.6 | Bull | 15.3 | 4.76 | 3.2 | 100 | 83 | 76 | 38 | false | Sell | Trim extended winner -1% | 17 | -8 | BrokerC | VWAP | 87 | null | null | Normal monitoring | 24 | -41 | 154 | 5 | false | Monitor dispersion and breadth |
P6546 | Active | 401k | USD | 2025-02-16 | 2,471,969 | 238,561 | 2,233,408 | 1 | 68.5 | 23.7 | 1.4 | 6.4 | TLT:23.8%;HYG:25.4%;IEF:25.4%;VTI:25.4% | US:63.7;EU:10.6;APAC:14.4;EM:6.7;Other:4.6 | Value:-0.5;Growth:+0.5;Quality:-0.5;Size:+1.0;Momentum:-0.9;LowVol:+0.5 | null | 8 | 30 | 5.3 | trailing 9% | 219 | 22.7 | Volatile | 29.3 | 5.43 | 4.4 | 157 | -28 | 48 | 83 | true | Hedge | Buy index puts 1% notional | 30 | -30 | BrokerA | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 54 | -32 | 32 | 2 | false | Tighten stops on momentum names |
P6547 | Cautious | 401k | USD | 2024-11-06 | 262,757 | 22,909 | 239,848 | 1 | 40.9 | 36.2 | 5.4 | 17.5 | VTI:21.3%;VNQ:11.6%;TLT:22.4%;QQQ:11.6%;IEF:10.7%;HYG:22.4% | US:73.3;EU:6.0;APAC:9.7;EM:6.8;Other:4.2 | Value:-0.1;Growth:+0.8;Quality:-0.7;Size:-0.3;Momentum:-0.7;LowVol:-0.6 | MaxPos6%;NoMargin | 6 | 35 | 3.9 | trailing 8% | 123 | 14.9 | Sideways | 14.7 | 3.81 | 2.2 | 135 | 32 | 60 | 36 | true | Hedge | Buy index puts 1% notional | -3 | -21 | BrokerC | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | -7 | -27 | -44 | 5 | false | Tighten stops on momentum names |
P6548 | Opportunistic | Roth | USD | 2025-09-30 | 1,750,444 | 126,118 | 1,624,326 | 1 | 65.3 | 15.7 | 14.4 | 4.6 | AMZN:20.6%;MSFT:15.2%;TSLA:19.2%;QQQ:7.2%;VOO:17.2%;VNQ:20.7% | US:58.6;EU:18.0;APAC:11.2;EM:10.8;Other:1.4 | Value:-0.4;Growth:+0.2;Quality:+0.9;Size:+0.6;Momentum:+0.2;LowVol:-0.6 | NoDerivatives | 8 | 30 | 5.1 | trailing 7% | 218 | 34 | Volatile | 31.5 | 5.3 | 3.3 | 180 | 52 | 85 | 90 | true | Hedge | Buy index puts 1% notional | 21 | -19 | BrokerC | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 8 | 13 | -15 | 5 | false | Within IPS guidelines |
P6549 | Opportunistic | IRA | USD | 2025-08-26 | 1,772,071 | 135,899 | 1,636,172 | 1.18 | 65.6 | 10.9 | 15.7 | 7.8 | TSLA:20.9%;QQQ:20.9%;XLF:7.6%;HYG:19.2%;BRK.B:11.3%;VNQ:20.1% | US:60.9;EU:11.8;APAC:14.2;EM:9.9;Other:3.3 | Value:+1.0;Growth:-0.2;Quality:+0.8;Size:+0.8;Momentum:+0.4;LowVol:+0.3 | NoDerivatives | 10 | 30 | 4.8 | trailing 7% | 211 | 26.6 | Sideways | 14.8 | 4.58 | 2 | 97 | 51 | 70 | 43 | false | Buy | Add to core equity +1% | -11 | 10 | BrokerD | LMT | 86 | null | null | Normal monitoring | -42 | -53 | -42 | 4 | false | Monitor dispersion and breadth |
P6550 | Cautious | 401k | USD | 2025-07-25 | 852,998 | 131,184 | 721,814 | 1 | 39.6 | 36.8 | 5.8 | 17.8 | TSLA:13.5%;MUB:21.5%;BND:21.5%;MSFT:21.3%;VNQ:10.5%;AAPL:11.7% | US:57.0;EU:16.8;APAC:14.7;EM:7.7;Other:3.9 | Value:+0.3;Growth:-0.5;Quality:-0.0;Size:-0.9;Momentum:-0.2;LowVol:0.0 | NoDerivatives;NoMargin | 5 | 25 | 5 | trailing 8% | 157 | 17.2 | Sideways | 18.3 | 4.66 | 2.9 | 117 | 9 | 56 | 46 | false | Buy | Add to core equity +1% | 18 | -30 | BrokerC | MKT | 91 | null | null | Normal monitoring | 109 | -36 | 171 | 5 | false | Increase defensive factor exposure |
P6551 | Cautious | IRA | USD | 2025-10-02 | 844,056 | 108,046 | 736,010 | 1 | 39.4 | 34.5 | 9.1 | 17 | HYG:33.3%;MUB:33.3%;VOO:33.3% | US:75.2;EU:7.7;APAC:6.4;EM:6.1;Other:4.5 | Value:-0.8;Growth:-0.0;Quality:+0.5;Size:-0.2;Momentum:+0.7;LowVol:+0.7 | NoMargin | 8 | 35 | 4.5 | trailing 10% | 166 | 13.7 | Sideways | 20.3 | 4.16 | 2.5 | 133 | -20 | 44 | 40 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -11 | BrokerC | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 68 | -40 | 95 | 2 | false | Increase defensive factor exposure |
P6552 | Active | Roth | USD | 2024-08-23 | 1,714,077 | 117,455 | 1,596,622 | 1 | 65 | 30.1 | 0 | 4.9 | TLT:13.1%;MUB:20.0%;VOO:15.8%;XLF:15.9%;QQQ:19.8%;TSLA:15.4% | US:64.6;EU:15.6;APAC:10.8;EM:8.0;Other:0.9 | Value:+0.4;Growth:-0.1;Quality:-0.4;Size:+0.2;Momentum:-0.9;LowVol:+0.9 | null | 6 | 30 | 4.9 | trailing 8% | 177 | 25.6 | Sideways | 14.2 | 4.81 | 2.4 | 132 | 46 | 58 | 39 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -17 | BrokerA | MKT | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 21 | -39 | 38 | 2 | false | Tighten stops on momentum names |
P6553 | Active | Taxable | USD | 2025-03-17 | 1,443,069 | 137,282 | 1,305,787 | 1 | 50.1 | 28 | 15.3 | 6.6 | MSFT:29.2%;AMZN:35.4%;HYG:35.4% | US:82.1;EU:5.4;APAC:5.8;EM:4.5;Other:2.3 | Value:-0.1;Growth:-0.1;Quality:-0.2;Size:+0.8;Momentum:+0.4;LowVol:+0.5 | null | 8 | 35 | 5.7 | trailing 8% | 226 | 27.6 | Bull | 12.6 | 4.1 | 2.1 | 119 | 21 | 65 | 27 | false | NoAction | Within bands; monitor | 33 | 5 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 68 | -49 | 131 | 4 | false | Within IPS guidelines |
P6554 | Opportunistic | Roth | USD | 2025-08-09 | 1,634,512 | 91,120 | 1,543,392 | 1 | 66.9 | 21.3 | 7.5 | 4.3 | TSLA:26.5%;VOO:25.0%;XLF:26.5%;TLT:22.1% | US:70.1;EU:5.6;APAC:10.7;EM:8.9;Other:4.7 | Value:-0.8;Growth:+0.2;Quality:+0.3;Size:+0.4;Momentum:-0.2;LowVol:+0.7 | MaxPos6% | 8 | 35 | 5.6 | hard 12% | 211 | 26.5 | Bull | 13.5 | 4.54 | 3.3 | 96 | 26 | 70 | 52 | false | NoAction | Within bands; monitor | 33 | 8 | BrokerD | LMT | 98 | null | null | Normal monitoring | 69 | 0 | 159 | 4 | false | Monitor dispersion and breadth |
P6555 | Systematic | IRA | USD | 2025-04-09 | 680,681 | 35,916 | 644,765 | 1 | 59.1 | 28 | 2.8 | 10 | AAPL:14.4%;MSFT:14.2%;QQQ:21.6%;VTI:19.4%;IEF:21.6%;HYG:8.8% | US:64.4;EU:20.3;APAC:6.2;EM:5.0;Other:4.1 | Value:-0.6;Growth:-0.4;Quality:-0.9;Size:+0.3;Momentum:-0.6;LowVol:-0.1 | MaxPos5% | 6 | 25 | 5 | hard 12% | 125 | 19.7 | Sideways | 20.7 | 3.97 | 2.5 | 117 | -28 | 35 | 55 | true | Reduce | Cut high-beta by 2-3%, add cash | 14 | 8 | BrokerD | LMT | 97 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -54 | -2 | -19 | 3 | false | Monitor dispersion and breadth |
P6556 | Cautious | IRA | USD | 2025-12-25 | 210,714 | 19,185 | 191,529 | 1 | 45.7 | 34.3 | 6.7 | 13.3 | BRK.B:18.0%;GLD:24.0%;IEF:10.0%;VOO:24.0%;MSFT:24.0% | US:62.2;EU:17.1;APAC:10.7;EM:9.4;Other:0.6 | Value:+0.3;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:+0.8;LowVol:+0.2 | NoDerivatives;NoMargin | 7 | 25 | 5.6 | hard 10% | 108 | 15.4 | Bull | 17.1 | 4.13 | 2.4 | 80 | 15 | 46 | 49 | false | Rebalance | Shift +1% to bonds from equity | -4 | 5 | BrokerD | LMT | 89 | null | null | Normal monitoring | -9 | -49 | -33 | 5 | false | Tighten stops on momentum names |
P6557 | Cautious | 401k | USD | 2025-11-30 | 421,946 | 44,275 | 377,671 | 1 | 46 | 33.2 | 5.7 | 15.2 | AMZN:18.5%;VNQ:13.2%;VTI:12.2%;MSFT:23.3%;BRK.B:9.4%;MUB:23.3% | US:73.6;EU:8.6;APAC:6.3;EM:8.5;Other:3.0 | Value:-0.2;Growth:+0.2;Quality:+0.1;Size:+0.9;Momentum:-0.0;LowVol:-0.5 | ESGOnly;MaxPos5%;NoMargin | 8 | 30 | 3.4 | trailing 10% | 133 | 15.9 | Sideways | 16.5 | 3.7 | 3.5 | 111 | 28 | 74 | 37 | false | Rebalance | Shift +1% to bonds from equity | 26 | -9 | BrokerD | MKT | 93 | null | null | Normal monitoring | 45 | -52 | 101 | 5 | false | Tighten stops on momentum names |
P6558 | Cautious | IRA | USD | 2025-06-15 | 681,101 | 55,225 | 625,876 | 1 | 44.1 | 42 | 3.7 | 10.2 | BND:25.7%;XLF:25.7%;VNQ:25.7%;MSFT:22.9% | US:74.7;EU:6.5;APAC:8.9;EM:8.6;Other:1.3 | Value:+0.6;Growth:-0.3;Quality:-0.7;Size:-0.5;Momentum:+0.7;LowVol:+0.3 | NoMargin | 8 | 25 | 4.6 | trailing 8% | 138 | 16.9 | Bull | 14.2 | 4.25 | 3.4 | 90 | 30 | 75 | 26 | false | Rebalance | Shift +1% to bonds from equity | -9 | -25 | BrokerD | MKT | 95 | null | null | Normal monitoring | -10 | 18 | -28 | 5 | false | Monitor dispersion and breadth |
P6559 | Cautious | IRA | USD | 2025-08-07 | 623,281 | 86,085 | 537,196 | 1 | 39.7 | 31.8 | 13.2 | 15.3 | VNQ:20.1%;XLF:11.5%;AMZN:19.5%;TLT:12.1%;AAPL:20.5%;BRK.B:16.3% | US:65.8;EU:7.9;APAC:13.5;EM:8.2;Other:4.6 | Value:-1.0;Growth:-0.0;Quality:-0.5;Size:-0.3;Momentum:-0.7;LowVol:+0.6 | MaxPos5%;NoMargin | 6 | 35 | 5.9 | trailing 8% | 112 | 17 | Bull | 11.8 | 4.29 | 3.3 | 73 | 63 | 72 | 21 | false | Buy | Add to core equity +1% | -13 | -24 | BrokerA | LMT | 100 | null | null | Normal monitoring | -23 | -58 | -2 | 3 | false | Within IPS guidelines |
P6560 | Active | Roth | USD | 2024-11-30 | 1,661,582 | 130,540 | 1,531,042 | 1 | 61.3 | 25 | 6 | 7.7 | MUB:14.9%;MSFT:20.9%;GLD:14.4%;VTI:9.0%;QQQ:21.1%;BND:19.7% | US:62.9;EU:14.9;APAC:13.6;EM:6.6;Other:2.0 | Value:+0.5;Growth:+0.7;Quality:-0.2;Size:-0.7;Momentum:-0.1;LowVol:+0.5 | null | 7 | 35 | 5.4 | trailing 8% | 173 | 26.6 | Bear | 31.7 | 3.47 | 1.4 | 180 | 7 | 51 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -5 | BrokerD | MKT | 94 | VAR>budget | Hedge | Risk above budget threshold | 15 | -27 | 29 | 3 | false | Monitor dispersion and breadth |
P6561 | Hands-off | IRA | USD | 2025-09-13 | 205,507 | 19,158 | 186,349 | 1 | 70.6 | 22.9 | 0 | 6.5 | BRK.B:17.4%;TLT:27.5%;QQQ:27.5%;MUB:27.5% | US:60.2;EU:16.9;APAC:10.0;EM:10.1;Other:2.9 | Value:+0.8;Growth:-0.6;Quality:-0.0;Size:-0.6;Momentum:0.0;LowVol:-0.2 | ESGOnly;NoDerivatives | 10 | 25 | 5.4 | trailing 8% | 125 | 17.6 | Sideways | 15 | 3.66 | 2.1 | 109 | 57 | 86 | 46 | false | Rebalance | Shift +1% to bonds from equity | -6 | 14 | BrokerC | LMT | 87 | null | null | Normal monitoring | 11 | -32 | 14 | 4 | false | Tax-aware sells next window |
P6562 | Active | Roth | USD | 2024-08-27 | 806,645 | 85,978 | 720,667 | 1.17 | 59.5 | 30.9 | 1.9 | 7.7 | VTI:24.8%;GLD:26.7%;TLT:21.9%;AMZN:26.7% | US:74.5;EU:11.1;APAC:9.7;EM:4.5;Other:0.2 | Value:-0.4;Growth:-0.7;Quality:-0.4;Size:+0.6;Momentum:-0.7;LowVol:+0.7 | null | 7 | 35 | 5 | trailing 9% | 120 | 22 | Bull | 12.8 | 4.49 | 3.2 | 109 | 37 | 82 | 50 | false | Sell | Trim extended winner -1% | 2 | 10 | BrokerB | MKT | 98 | null | null | Normal monitoring | 68 | -39 | 195 | 3 | false | Increase defensive factor exposure |
P6563 | Opportunistic | Trust | USD | 2024-07-08 | 445,711 | 34,469 | 411,242 | 1 | 62 | 13.1 | 20.6 | 4.3 | VOO:17.5%;AAPL:27.5%;MUB:27.5%;BND:27.5% | US:71.4;EU:5.5;APAC:13.3;EM:8.2;Other:1.6 | Value:-0.9;Growth:+0.9;Quality:+0.5;Size:+0.5;Momentum:-0.5;LowVol:-0.5 | null | 8 | 35 | 5.1 | hard 12% | 184 | 25.3 | Volatile | 31.1 | 5.19 | 2.7 | 167 | -46 | 37 | 75 | true | Rebalance | Rebalance back to target bands | -14 | -3 | BrokerA | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -43 | 0 | 49 | 4 | false | Within IPS guidelines |
P6564 | Active | 401k | USD | 2025-08-16 | 1,960,976 | 175,322 | 1,785,654 | 1 | 55.2 | 20.8 | 16.7 | 7.4 | VOO:35.4%;BND:35.4%;VNQ:29.3% | US:66.3;EU:16.6;APAC:8.9;EM:6.9;Other:1.5 | Value:+0.2;Growth:-0.2;Quality:-0.7;Size:-0.4;Momentum:-0.0;LowVol:-0.4 | MaxPos5% | 8 | 30 | 4.5 | hard 12% | 164 | 26.7 | Bull | 12 | 4.55 | 2.6 | 106 | 14 | 64 | 45 | false | Rebalance | Shift +1% to bonds from equity | 2 | -7 | BrokerA | VWAP | 91 | null | null | Normal monitoring | 104 | -22 | 131 | 4 | false | Monitor dispersion and breadth |
P6565 | Opportunistic | 401k | USD | 2024-07-18 | 356,435 | 17,655 | 338,780 | 1 | 70.4 | 21.8 | 1.7 | 6 | TLT:22.7%;HYG:38.7%;XLF:38.7% | US:60.9;EU:14.3;APAC:7.2;EM:12.7;Other:4.9 | Value:-0.5;Growth:+0.6;Quality:-1.0;Size:-0.0;Momentum:-0.1;LowVol:+0.3 | null | 8 | 35 | 6.5 | hard 12% | 199 | 29.7 | Volatile | 23.3 | 3.8 | 4.2 | 157 | 28 | 61 | 64 | false | Rebalance | Shift +1% to bonds from equity | 19 | -34 | BrokerA | MKT | 99 | null | null | Normal monitoring | 101 | -3 | 225 | 5 | false | Tighten stops on momentum names |
P6566 | Hands-off | Trust | USD | 2025-04-25 | 427,015 | 36,468 | 390,547 | 1 | 66.9 | 28.2 | 0 | 4.9 | AMZN:20.2%;TSLA:19.4%;AAPL:17.0%;QQQ:13.6%;BRK.B:15.8%;MSFT:14.0% | US:71.9;EU:6.9;APAC:9.9;EM:8.7;Other:2.5 | Value:+0.2;Growth:-0.5;Quality:-0.3;Size:-0.9;Momentum:+0.2;LowVol:+1.0 | ESGOnly;MaxPos7% | 6 | 30 | 5.3 | trailing 10% | 135 | 19.3 | Bull | 13.9 | 4.65 | 3.1 | 109 | 83 | 98 | 52 | false | NoAction | Within bands; monitor | 16 | -1 | BrokerD | MKT | 0 | null | null | Normal monitoring | 105 | 5 | 195 | 3 | false | Tighten stops on momentum names |
P6567 | Active | 401k | USD | 2025-01-10 | 1,826,191 | 144,898 | 1,681,293 | 1.05 | 54.3 | 18.1 | 20.1 | 7.5 | BRK.B:21.7%;AMZN:13.8%;BND:21.7%;VOO:15.3%;GLD:8.7%;TLT:18.9% | US:66.4;EU:7.6;APAC:13.9;EM:10.5;Other:1.6 | Value:+0.9;Growth:+0.9;Quality:-0.8;Size:-0.5;Momentum:-0.9;LowVol:-0.7 | null | 5 | 35 | 5.1 | hard 12% | 162 | 18.2 | Volatile | 23.3 | 4.2 | 3.8 | 145 | 47 | 74 | 66 | true | Hedge | Buy index puts 1% notional | 29 | -10 | BrokerC | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 49 | -6 | 101 | 3 | false | Within IPS guidelines |
P6568 | Opportunistic | Roth | USD | 2025-06-09 | 1,182,327 | 77,983 | 1,104,344 | 1.16 | 77.5 | 15.7 | 2.2 | 4.6 | GLD:23.2%;TLT:23.2%;AAPL:12.3%;QQQ:17.3%;VOO:9.4%;BRK.B:14.6% | US:75.8;EU:5.0;APAC:9.0;EM:9.0;Other:1.2 | Value:+0.8;Growth:+0.8;Quality:+0.9;Size:+0.5;Momentum:-0.9;LowVol:-0.4 | null | 6 | 25 | 4.3 | hard 12% | 263 | 29.5 | Volatile | 24.1 | 4.54 | 4.1 | 166 | 44 | 82 | 78 | true | Rebalance | Rebalance back to target bands | 1 | -4 | BrokerD | LMT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -38 | -13 | 7 | 3 | false | Within IPS guidelines |
P6569 | Opportunistic | Trust | USD | 2024-08-26 | 490,704 | 25,785 | 464,919 | 1 | 70.7 | 19 | 6 | 4.2 | VOO:33.5%;QQQ:33.1%;XLF:33.5% | US:69.6;EU:9.8;APAC:6.7;EM:11.6;Other:2.5 | Value:-0.9;Growth:-0.5;Quality:+0.8;Size:+0.5;Momentum:-0.9;LowVol:-0.6 | null | 5 | 30 | 6.9 | trailing 7% | 264 | 32.4 | Sideways | 21.5 | 4.19 | 2.3 | 98 | 42 | 85 | 61 | false | NoAction | Within bands; monitor | 13 | -39 | BrokerD | MKT | 0 | null | null | Normal monitoring | 106 | -44 | 149 | 3 | false | Within IPS guidelines |
P6570 | Cautious | Taxable | USD | 2025-02-06 | 197,201 | 18,667 | 178,534 | 1 | 43.5 | 32.3 | 12.3 | 11.9 | AAPL:21.2%;XLF:21.2%;GLD:16.0%;TSLA:20.6%;MSFT:11.3%;IEF:9.6% | US:60.9;EU:19.4;APAC:11.0;EM:4.6;Other:4.2 | Value:+0.5;Growth:+0.7;Quality:+0.7;Size:+0.8;Momentum:+0.7;LowVol:-0.9 | ESGOnly;MaxPos8%;NoMargin | 10 | 35 | 4.5 | trailing 8% | 160 | 13.1 | Bull | 17.1 | 3.87 | 3.2 | 96 | 70 | 92 | 34 | false | Rebalance | Shift +1% to bonds from equity | -12 | 8 | BrokerA | MKT | 92 | null | null | Normal monitoring | 31 | -36 | 14 | 5 | false | Tighten stops on momentum names |
P6571 | Active | 401k | USD | 2024-11-10 | 1,924,236 | 130,142 | 1,794,094 | 1 | 66.9 | 24.7 | 0 | 8.4 | BND:33.3%;HYG:33.3%;TSLA:33.3% | US:64.5;EU:16.8;APAC:7.4;EM:9.3;Other:2.1 | Value:-1.0;Growth:-0.9;Quality:-0.7;Size:+0.6;Momentum:-0.8;LowVol:-0.0 | NoDerivatives | 7 | 30 | 5.7 | trailing 8% | 168 | 23.3 | Sideways | 16.5 | 3.85 | 3.1 | 91 | 7 | 41 | 53 | false | Buy | Add to core equity +1% | -5 | -24 | BrokerD | MKT | 95 | null | null | Normal monitoring | -14 | -6 | 0 | 5 | false | Increase defensive factor exposure |
P6572 | Hands-off | Trust | USD | 2025-06-01 | 308,243 | 15,993 | 292,250 | 1 | 72.4 | 17.7 | 0 | 10 | IEF:22.8%;TSLA:18.6%;AMZN:17.6%;HYG:22.8%;AAPL:18.2% | US:63.9;EU:16.2;APAC:5.1;EM:10.2;Other:4.5 | Value:-0.7;Growth:-0.5;Quality:+0.3;Size:-0.8;Momentum:+0.8;LowVol:-0.4 | MaxPos8% | 6 | 25 | 4 | trailing 10% | 170 | 18 | Bull | 15.8 | 4.74 | 3 | 95 | 19 | 53 | 55 | false | Rebalance | Shift +1% to bonds from equity | 0 | 14 | BrokerB | LMT | 92 | null | null | Normal monitoring | 103 | -42 | 150 | 3 | false | Increase defensive factor exposure |
P6573 | Hands-off | IRA | USD | 2025-06-14 | 236,292 | 21,143 | 215,149 | 1 | 67.1 | 25.8 | 0 | 7.1 | GLD:15.3%;XLF:28.2%;HYG:28.2%;TLT:28.2% | US:71.6;EU:8.4;APAC:6.0;EM:10.8;Other:3.2 | Value:-1.0;Growth:-0.6;Quality:+0.9;Size:+0.5;Momentum:-0.2;LowVol:+0.9 | MaxPos5% | 6 | 25 | 5 | trailing 8% | 168 | 12.6 | Bull | 15.1 | 3.55 | 2.3 | 86 | 75 | 96 | 57 | false | Buy | Add to core equity +1% | 11 | 8 | BrokerB | VWAP | 89 | null | null | Normal monitoring | 31 | 13 | 57 | 4 | false | Within IPS guidelines |
P6574 | Active | Taxable | USD | 2025-01-14 | 1,229,199 | 122,938 | 1,106,261 | 1 | 63.7 | 28.6 | 0 | 7.7 | TLT:14.8%;VOO:19.5%;TSLA:24.0%;MUB:17.6%;AAPL:24.0% | US:63.1;EU:17.9;APAC:5.7;EM:8.1;Other:5.2 | Value:0.0;Growth:+0.9;Quality:+0.8;Size:-0.8;Momentum:+0.7;LowVol:+0.1 | MaxPos5%;NoDerivatives | 5 | 35 | 4.7 | hard 12% | 222 | 27.9 | Sideways | 19.3 | 4.35 | 2.5 | 121 | -23 | 43 | 58 | true | Hedge | Buy index puts 1% notional | -8 | -6 | BrokerB | VWAP | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 57 | -29 | 65 | 5 | false | Tax-aware sells next window |
P6575 | Active | Trust | USD | 2024-07-26 | 1,255,854 | 99,050 | 1,156,804 | 1 | 53.1 | 24.4 | 16.2 | 6.3 | MSFT:23.5%;AAPL:21.6%;VOO:12.5%;BND:19.0%;GLD:23.5% | US:72.0;EU:7.3;APAC:9.2;EM:7.2;Other:4.4 | Value:+1.0;Growth:-0.4;Quality:-0.8;Size:+0.3;Momentum:-0.9;LowVol:-0.8 | MaxPos5% | 10 | 25 | 5.3 | trailing 9% | 223 | 19.9 | Bull | 15.6 | 4.55 | 2.9 | 95 | 107 | 100 | 44 | false | Sell | Trim extended winner -1% | 33 | 4 | BrokerA | LMT | 88 | null | null | Normal monitoring | 4 | 5 | 82 | 3 | false | Monitor dispersion and breadth |
P6576 | Systematic | Roth | USD | 2024-11-06 | 1,868,873 | 112,721 | 1,756,152 | 1 | 67.3 | 22.5 | 1.3 | 8.9 | MUB:25.6%;GLD:25.6%;BND:25.0%;XLF:23.9% | US:65.4;EU:10.7;APAC:11.1;EM:9.7;Other:3.1 | Value:-0.3;Growth:-0.0;Quality:+0.3;Size:-0.1;Momentum:0.0;LowVol:+0.2 | MaxPos8% | 10 | 35 | 5.1 | trailing 9% | 208 | 26.7 | Volatile | 23.2 | 4.52 | 4.3 | 164 | -41 | 14 | 56 | true | Hedge | Buy index puts 1% notional | 17 | 8 | BrokerB | LMT | 93 | VAR>budget | TightenStops | Risk above budget threshold | -37 | -2 | -21 | 4 | false | Tax-aware sells next window |
P6577 | Opportunistic | IRA | USD | 2025-11-05 | 748,666 | 51,106 | 697,560 | 1 | 67 | 20 | 7.6 | 5.4 | VTI:27.5%;MSFT:27.5%;IEF:27.5%;HYG:17.6% | US:70.1;EU:14.7;APAC:7.2;EM:5.4;Other:2.6 | Value:-0.8;Growth:+0.6;Quality:-0.3;Size:-0.4;Momentum:-0.1;LowVol:+1.0 | MaxPos5% | 6 | 35 | 5.8 | trailing 9% | 253 | 28 | Volatile | 23.5 | 4.32 | 2.4 | 158 | -14 | 50 | 73 | true | Hedge | Buy index puts 1% notional | 18 | -29 | BrokerC | VWAP | 90 | VAR>budget | TightenStops | Risk above budget threshold | 55 | -2 | 176 | 5 | false | Monitor dispersion and breadth |
P6578 | Hands-off | Trust | USD | 2025-07-20 | 585,518 | 35,356 | 550,162 | 1 | 67 | 26 | 0 | 6.9 | VNQ:10.7%;QQQ:10.9%;IEF:26.1%;HYG:26.1%;TSLA:26.1% | US:70.2;EU:11.6;APAC:6.9;EM:7.7;Other:3.6 | Value:+1.0;Growth:-0.1;Quality:+0.5;Size:+0.3;Momentum:+0.2;LowVol:-0.2 | MaxPos7%;NoDerivatives | 6 | 25 | 6 | trailing 10% | 101 | 15.9 | Bear | 28.9 | 4.02 | 1.8 | 147 | 22 | 66 | 69 | false | Sell | Trim extended winner -1% | 17 | 1 | BrokerD | MKT | 89 | null | null | Normal monitoring | -6 | 10 | 1 | 4 | false | Monitor dispersion and breadth |
P6579 | Opportunistic | Roth | USD | 2025-01-30 | 1,133,781 | 47,138 | 1,086,643 | 1 | 73.3 | 18.4 | 0 | 8.3 | VTI:20.7%;HYG:21.1%;MUB:20.9%;AMZN:21.1%;QQQ:16.2% | US:65.9;EU:9.2;APAC:11.7;EM:9.7;Other:3.5 | Value:-0.2;Growth:-0.9;Quality:-0.7;Size:+0.1;Momentum:-0.5;LowVol:+0.2 | NoDerivatives | 5 | 30 | 6.8 | trailing 9% | 199 | 29.5 | Bear | 33.2 | 3.59 | 1.6 | 180 | -81 | 9 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | 6 | BrokerB | MKT | 97 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -17 | -38 | -4 | 4 | false | Within IPS guidelines |
P6580 | Cautious | Trust | USD | 2025-07-20 | 781,618 | 78,343 | 703,275 | 1 | 39.2 | 42.5 | 2.1 | 16.2 | XLF:21.0%;TSLA:7.4%;TLT:21.0%;BND:20.6%;VTI:19.4%;BRK.B:10.6% | US:59.7;EU:14.1;APAC:12.0;EM:10.0;Other:4.2 | Value:+0.7;Growth:+0.4;Quality:-0.6;Size:+0.9;Momentum:+0.2;LowVol:+0.6 | MaxPos8%;NoMargin | 5 | 35 | 5.6 | trailing 8% | 165 | 17.8 | Bear | 23.5 | 3.66 | 2.9 | 160 | -74 | 5 | 46 | false | Buy | Add to core equity +1% | 31 | 1 | BrokerD | MKT | 90 | null | null | Normal monitoring | 74 | -53 | 136 | 4 | false | Tax-aware sells next window |
P6581 | Hands-off | Taxable | USD | 2024-11-01 | 454,633 | 30,727 | 423,906 | 1 | 68.4 | 21 | 0.7 | 10 | VNQ:26.7%;MSFT:18.4%;XLF:27.4%;BND:27.4% | US:69.8;EU:8.0;APAC:12.3;EM:8.4;Other:1.4 | Value:+0.7;Growth:+0.4;Quality:+0.5;Size:-0.3;Momentum:-0.1;LowVol:-0.6 | NoDerivatives | 8 | 35 | 4.3 | trailing 8% | 143 | 12.2 | Bull | 15.8 | 4.15 | 2.9 | 77 | 73 | 95 | 47 | false | Sell | Trim extended winner -1% | 27 | -8 | BrokerA | MKT | 85 | null | null | Normal monitoring | 0 | -14 | 69 | 4 | false | Tax-aware sells next window |
P6582 | Systematic | Roth | USD | 2025-04-07 | 1,989,164 | 144,296 | 1,844,868 | 1 | 63.7 | 29 | 0 | 7.3 | XLF:23.9%;GLD:23.9%;IEF:20.3%;MSFT:11.5%;BRK.B:20.3% | US:67.2;EU:11.7;APAC:10.0;EM:9.0;Other:2.1 | Value:-0.7;Growth:-0.6;Quality:-0.5;Size:+0.6;Momentum:+0.9;LowVol:-0.4 | MaxPos8% | 10 | 35 | 6 | hard 12% | 159 | 17.3 | Bull | 14.9 | 4.5 | 2.2 | 107 | 5 | 52 | 46 | false | NoAction | Within bands; monitor | 5 | -22 | BrokerB | MKT | 0 | null | null | Normal monitoring | 90 | -55 | 150 | 4 | false | Monitor dispersion and breadth |
P6583 | Systematic | Taxable | USD | 2025-04-10 | 617,042 | 34,042 | 583,000 | 1 | 57.2 | 32.4 | 4.5 | 5.9 | MSFT:33.3%;VTI:33.3%;TSLA:33.3% | US:67.2;EU:18.0;APAC:6.3;EM:6.9;Other:1.6 | Value:+0.2;Growth:+0.3;Quality:+0.1;Size:-0.6;Momentum:+0.9;LowVol:-0.4 | MaxPos5% | 8 | 30 | 4.6 | hard 12% | 170 | 25.2 | Bull | 13.2 | 4.75 | 2.9 | 106 | 106 | 90 | 37 | true | Hedge | Buy index puts 1% notional | 20 | 7 | BrokerD | VWAP | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 90 | -19 | 204 | 4 | false | Within IPS guidelines |
P6584 | Cautious | Taxable | USD | 2025-10-02 | 241,184 | 29,592 | 211,592 | 1 | 53.3 | 31.6 | 0.1 | 15 | TLT:33.3%;AAPL:33.3%;VNQ:33.3% | US:72.4;EU:14.0;APAC:5.6;EM:3.2;Other:4.8 | Value:+0.9;Growth:+0.9;Quality:+0.4;Size:+1.0;Momentum:+0.5;LowVol:+0.9 | NoMargin | 8 | 35 | 4.8 | trailing 8% | 100 | 18.3 | Volatile | 27.6 | 4.84 | 3.1 | 153 | 17 | 43 | 62 | false | Buy | Add to core equity +1% | 17 | 0 | BrokerC | LMT | 85 | null | null | Normal monitoring | -37 | 1 | -65 | 3 | false | Within IPS guidelines |
P6585 | Active | 401k | USD | 2025-07-27 | 752,898 | 49,732 | 703,166 | 1 | 60.5 | 23.3 | 10.1 | 6.2 | VTI:33.3%;MUB:33.3%;XLF:33.3% | US:61.5;EU:11.7;APAC:12.6;EM:11.1;Other:3.1 | Value:-0.9;Growth:+0.2;Quality:+0.1;Size:-0.8;Momentum:-0.6;LowVol:+0.9 | null | 6 | 35 | 5 | hard 12% | 120 | 26.8 | Bull | 12.9 | 3.64 | 2.3 | 97 | 4 | 50 | 42 | false | Sell | Trim extended winner -1% | 0 | -14 | BrokerB | LMT | 94 | null | null | Normal monitoring | 2 | 2 | 87 | 5 | false | Increase defensive factor exposure |
P6586 | Cautious | Trust | USD | 2025-07-04 | 160,134 | 13,275 | 146,859 | 1 | 49.5 | 36 | 0 | 14.5 | BND:33.3%;GLD:33.3%;AMZN:33.3% | US:68.2;EU:11.8;APAC:12.6;EM:6.3;Other:1.1 | Value:-0.8;Growth:+0.7;Quality:-0.9;Size:-0.2;Momentum:+0.5;LowVol:-0.6 | NoDerivatives;NoMargin | 7 | 30 | 5 | trailing 8% | 124 | 14.5 | Sideways | 21.2 | 4.96 | 2.4 | 109 | -18 | 49 | 62 | false | Sell | Trim extended winner -1% | -14 | -13 | BrokerA | VWAP | 91 | null | null | Normal monitoring | 27 | -59 | 29 | 3 | false | Tax-aware sells next window |
P6587 | Active | Taxable | USD | 2025-11-27 | 1,127,080 | 123,027 | 1,004,053 | 1 | 64.5 | 28.7 | 0 | 6.9 | TSLA:26.0%;VTI:21.9%;VOO:26.0%;TLT:26.0% | US:59.4;EU:16.0;APAC:13.3;EM:6.9;Other:4.4 | Value:+0.6;Growth:-0.5;Quality:-0.3;Size:+0.9;Momentum:+0.8;LowVol:-0.7 | MaxPos7%;NoDerivatives | 10 | 30 | 5.6 | hard 12% | 161 | 25.9 | Volatile | 30.6 | 5.1 | 3.5 | 110 | 5 | 44 | 79 | true | Hedge | Buy index puts 1% notional | -1 | 6 | BrokerC | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 60 | -19 | 96 | 2 | false | Increase defensive factor exposure |
P6588 | Active | IRA | USD | 2025-03-15 | 1,125,916 | 79,805 | 1,046,111 | 1 | 66.4 | 19.7 | 5 | 8.9 | AAPL:33.3%;IEF:33.3%;VOO:33.3% | US:75.0;EU:11.2;APAC:7.2;EM:4.9;Other:1.7 | Value:-0.9;Growth:+0.8;Quality:+0.6;Size:-0.4;Momentum:-0.4;LowVol:-0.1 | MaxPos6% | 10 | 25 | 5.2 | trailing 8% | 218 | 21.2 | Bull | 13.3 | 4.36 | 3 | 101 | 48 | 80 | 54 | false | Sell | Trim extended winner -1% | 23 | 5 | BrokerB | MKT | 85 | null | null | Normal monitoring | -20 | 18 | 95 | 5 | false | Tax-aware sells next window |
P6589 | Active | Taxable | USD | 2024-09-12 | 792,115 | 54,652 | 737,463 | 1 | 60.3 | 25.1 | 8.5 | 6 | BRK.B:12.9%;TSLA:21.9%;MSFT:14.6%;VTI:25.3%;VOO:25.3% | US:69.8;EU:12.1;APAC:7.3;EM:9.8;Other:1.1 | Value:+1.0;Growth:-0.0;Quality:-0.8;Size:+0.8;Momentum:+0.2;LowVol:+0.8 | MaxPos8% | 10 | 35 | 4.3 | trailing 8% | 219 | 20.2 | Bull | 15.1 | 4.07 | 2.8 | 79 | 110 | 100 | 41 | false | Rebalance | Shift +1% to bonds from equity | 31 | 10 | BrokerC | MKT | 85 | null | null | Normal monitoring | 55 | 0 | 29 | 4 | false | Monitor dispersion and breadth |
P6590 | Cautious | IRA | USD | 2025-07-22 | 364,929 | 37,689 | 327,240 | 1 | 50.5 | 34.2 | 0 | 15.2 | VNQ:23.9%;BRK.B:12.5%;AMZN:18.9%;MUB:23.9%;VOO:20.9% | US:73.1;EU:12.0;APAC:7.1;EM:6.5;Other:1.4 | Value:-0.5;Growth:-0.9;Quality:-0.3;Size:+0.6;Momentum:-0.0;LowVol:-0.9 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 4.9 | trailing 10% | 122 | 18.9 | Bull | 16 | 3.55 | 3.2 | 117 | 37 | 57 | 46 | false | NoAction | Within bands; monitor | -12 | 0 | BrokerC | LMT | 100 | null | null | Normal monitoring | -41 | 3 | 82 | 4 | false | Tax-aware sells next window |
P6591 | Hands-off | 401k | USD | 2024-08-18 | 768,267 | 63,371 | 704,896 | 1 | 67.7 | 26.1 | 0 | 6.2 | VOO:21.3%;VTI:21.3%;QQQ:21.3%;AAPL:11.0%;XLF:19.4%;BND:5.6% | US:67.4;EU:9.2;APAC:9.0;EM:13.1;Other:1.4 | Value:0.0;Growth:-0.4;Quality:-0.1;Size:+0.7;Momentum:+0.6;LowVol:+0.1 | ESGOnly | 5 | 25 | 5.7 | hard 10% | 93 | 16.4 | Sideways | 15.7 | 3.58 | 2.3 | 99 | 31 | 68 | 55 | false | Rebalance | Shift +1% to bonds from equity | 13 | -34 | BrokerD | MKT | 98 | null | null | Normal monitoring | 94 | -9 | 89 | 5 | false | Tax-aware sells next window |
P6592 | Cautious | Roth | USD | 2025-04-23 | 602,100 | 65,296 | 536,804 | 1 | 47.7 | 30.6 | 10.4 | 11.3 | BRK.B:33.3%;AMZN:33.3%;MSFT:33.3% | US:67.6;EU:6.4;APAC:12.4;EM:8.3;Other:5.3 | Value:-0.3;Growth:+0.8;Quality:-0.2;Size:+0.1;Momentum:-0.4;LowVol:-0.8 | NoMargin | 6 | 25 | 3.8 | trailing 8% | 165 | 12.5 | Volatile | 29.6 | 5.29 | 3 | 156 | 19 | 72 | 59 | false | Hedge | Add TLT +1% as duration hedge | -13 | -11 | BrokerD | LMT | 93 | null | null | Normal monitoring | 1 | -51 | 126 | 4 | false | Tax-aware sells next window |
P6593 | Active | 401k | USD | 2025-07-02 | 2,400,214 | 236,972 | 2,163,242 | 1.1 | 56.3 | 28.8 | 8.3 | 6.6 | VTI:26.2%;QQQ:26.2%;VOO:23.0%;TSLA:24.6% | US:65.5;EU:10.7;APAC:8.4;EM:12.0;Other:3.4 | Value:-1.0;Growth:-0.1;Quality:+1.0;Size:+0.4;Momentum:+1.0;LowVol:-0.9 | MaxPos6% | 8 | 30 | 5.8 | trailing 8% | 144 | 17.8 | Bull | 13.4 | 4.34 | 3.1 | 104 | 87 | 88 | 39 | false | Buy | Add to core equity +1% | 20 | -16 | BrokerC | MKT | 99 | null | null | Normal monitoring | 109 | -14 | 130 | 5 | false | Within IPS guidelines |
P6594 | Active | IRA | USD | 2025-04-28 | 1,649,742 | 187,409 | 1,462,333 | 1.09 | 50.7 | 31 | 11.2 | 7.1 | HYG:33.3%;VOO:33.3%;GLD:33.3% | US:71.8;EU:8.1;APAC:8.2;EM:8.4;Other:3.4 | Value:-0.8;Growth:-0.1;Quality:-0.2;Size:-0.4;Momentum:+0.2;LowVol:+0.9 | MaxPos6%;NoDerivatives | 7 | 25 | 5.4 | trailing 8% | 157 | 16.8 | Volatile | 24.2 | 5 | 4.3 | 140 | 79 | 75 | 58 | true | Hedge | Buy index puts 1% notional | -7 | -34 | BrokerD | VWAP | 89 | VAR>budget | Reduce | Risk above budget threshold | 39 | 12 | 128 | 4 | false | Tighten stops on momentum names |
P6595 | Opportunistic | Trust | USD | 2025-12-09 | 474,642 | 29,717 | 444,925 | 1.24 | 60.7 | 12.9 | 17.8 | 8.5 | XLF:17.1%;TLT:17.6%;BND:12.6%;VTI:18.0%;MSFT:20.2%;HYG:14.5% | US:70.3;EU:8.9;APAC:8.0;EM:10.8;Other:1.9 | Value:+0.9;Growth:+0.2;Quality:-0.8;Size:-0.6;Momentum:-0.8;LowVol:-0.3 | MaxPos8% | 7 | 35 | 4.7 | trailing 7% | 271 | 31.9 | Sideways | 17.3 | 4.68 | 3.4 | 105 | -9 | 40 | 49 | false | Sell | Trim extended winner -1% | 1 | -13 | BrokerC | MKT | 96 | null | null | Normal monitoring | 76 | -50 | 199 | 3 | false | Tax-aware sells next window |
P6596 | Active | IRA | USD | 2025-03-21 | 2,492,829 | 226,075 | 2,266,754 | 1 | 52.2 | 27.2 | 11.3 | 9.3 | AAPL:27.1%;VTI:27.1%;TLT:18.8%;BRK.B:27.1% | US:72.1;EU:13.9;APAC:7.3;EM:6.6;Other:0.1 | Value:+0.5;Growth:-0.1;Quality:-0.7;Size:+0.2;Momentum:-0.6;LowVol:+0.4 | MaxPos8% | 8 | 30 | 4.9 | trailing 9% | 162 | 24.4 | Bull | 14.8 | 3.65 | 2 | 118 | 91 | 88 | 32 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | 15 | BrokerD | LMT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -49 | -3 | 11 | 3 | false | Within IPS guidelines |
P6597 | Hands-off | Trust | USD | 2024-08-11 | 358,496 | 14,776 | 343,720 | 1 | 62.6 | 27.4 | 2.7 | 7.3 | TSLA:33.3%;BRK.B:33.3%;AAPL:33.3% | US:68.1;EU:14.4;APAC:12.2;EM:5.0;Other:0.3 | Value:-1.0;Growth:+0.8;Quality:+0.3;Size:-0.5;Momentum:+0.5;LowVol:-0.3 | MaxPos7%;NoDerivatives | 10 | 30 | 4.9 | trailing 8% | 166 | 17.5 | Volatile | 31.2 | 3.61 | 2.2 | 135 | 10 | 44 | 69 | false | Hedge | Add TLT +1% as duration hedge | -12 | -12 | BrokerB | MKT | 98 | null | null | Normal monitoring | 111 | -35 | 245 | 5 | false | Increase defensive factor exposure |
P6598 | Hands-off | IRA | USD | 2024-10-03 | 160,116 | 12,250 | 147,866 | 1 | 66.8 | 20.8 | 5.1 | 7.4 | MUB:33.3%;AAPL:33.3%;MSFT:33.3% | US:65.9;EU:16.6;APAC:8.0;EM:6.9;Other:2.6 | Value:+0.4;Growth:-0.7;Quality:-0.7;Size:-0.6;Momentum:+0.1;LowVol:-0.1 | ESGOnly | 7 | 30 | 4.7 | hard 10% | 106 | 14.4 | Bear | 32.7 | 3.47 | 1.2 | 166 | -2 | 50 | 85 | true | Rebalance | Rebalance back to target bands | -14 | -15 | BrokerC | VWAP | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -57 | 8 | -59 | 3 | false | Within IPS guidelines |
P6599 | Hands-off | Trust | USD | 2025-09-30 | 285,774 | 13,494 | 272,280 | 1 | 67.3 | 23.7 | 3.8 | 5.2 | IEF:22.6%;VOO:15.2%;MSFT:22.6%;BRK.B:22.6%;GLD:16.9% | US:68.6;EU:14.8;APAC:5.8;EM:6.4;Other:4.3 | Value:-0.3;Growth:+0.9;Quality:+0.1;Size:-0.3;Momentum:-0.6;LowVol:-0.1 | null | 6 | 35 | 4.1 | trailing 8% | 111 | 15.1 | Bear | 32.3 | 3.46 | 2.8 | 185 | -46 | 17 | 94 | true | Rebalance | Rebalance back to target bands | 23 | -18 | BrokerA | LMT | 90 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 31 | 19 | 123 | 2 | false | Within IPS guidelines |
P6600 | Opportunistic | Roth | USD | 2024-11-16 | 1,632,814 | 117,737 | 1,515,077 | 1.15 | 69.6 | 19.6 | 2.4 | 8.3 | BND:23.5%;AAPL:17.6%;MSFT:11.8%;VOO:23.5%;IEF:23.5% | US:71.6;EU:10.9;APAC:11.3;EM:5.9;Other:0.4 | Value:-0.3;Growth:-0.7;Quality:-0.8;Size:+0.3;Momentum:+0.3;LowVol:+0.8 | NoDerivatives | 7 | 35 | 4.8 | hard 12% | 197 | 27.3 | Volatile | 20.4 | 4.05 | 3 | 155 | 72 | 100 | 60 | false | Rebalance | Shift +1% to bonds from equity | -13 | -14 | BrokerA | MKT | 97 | null | null | Normal monitoring | 8 | -52 | 48 | 3 | false | Within IPS guidelines |
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