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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P6601 | Hands-off | Trust | USD | 2025-09-16 | 771,462 | 60,199 | 711,263 | 1 | 63.7 | 19.2 | 11.8 | 5.3 | QQQ:23.5%;TSLA:25.5%;VNQ:25.5%;AMZN:25.5% | US:70.3;EU:6.8;APAC:10.8;EM:8.8;Other:3.3 | Value:-0.1;Growth:+0.7;Quality:-0.3;Size:+0.7;Momentum:+0.2;LowVol:+0.7 | NoDerivatives | 10 | 25 | 4.9 | trailing 8% | 92 | 19.9 | Bull | 17.8 | 4.91 | 3.3 | 75 | 99 | 84 | 54 | false | Rebalance | Shift +1% to bonds from equity | -13 | -22 | BrokerB | MKT | 88 | null | null | Normal monitoring | 10 | 17 | 88 | 5 | false | Increase defensive factor exposure |
P6602 | Active | Taxable | USD | 2025-08-23 | 1,246,132 | 94,725 | 1,151,407 | 1 | 54 | 28.9 | 9.7 | 7.4 | GLD:21.6%;XLF:17.2%;BRK.B:17.9%;HYG:21.6%;AAPL:21.6% | US:70.8;EU:10.7;APAC:9.1;EM:6.6;Other:2.8 | Value:+0.2;Growth:-0.8;Quality:-0.4;Size:-0.5;Momentum:+0.5;LowVol:-0.8 | null | 8 | 25 | 4.2 | trailing 8% | 223 | 21.6 | Sideways | 16.5 | 4.98 | 3.1 | 126 | 0 | 50 | 45 | false | Sell | Trim extended winner -1% | -15 | -32 | BrokerA | MKT | 100 | null | null | Normal monitoring | 15 | -9 | 47 | 4 | false | Within IPS guidelines |
P6603 | Hands-off | IRA | USD | 2025-06-20 | 189,252 | 13,840 | 175,412 | 1 | 66 | 26.8 | 0 | 7.2 | VNQ:24.6%;MSFT:16.1%;QQQ:24.6%;VTI:24.6%;TSLA:10.2% | US:69.4;EU:17.6;APAC:5.3;EM:4.1;Other:3.6 | Value:+0.3;Growth:0.0;Quality:-0.1;Size:+0.3;Momentum:+0.1;LowVol:-0.9 | ESGOnly;MaxPos8% | 5 | 35 | 3.5 | trailing 8% | 90 | 13.8 | Bull | 13.9 | 4.39 | 3.3 | 110 | 90 | 84 | 48 | false | Buy | Add to core equity +1% | 14 | -22 | BrokerC | MKT | 87 | null | null | Normal monitoring | 47 | -18 | 187 | 4 | false | Monitor dispersion and breadth |
P6604 | Cautious | IRA | USD | 2025-05-12 | 361,055 | 36,268 | 324,787 | 1 | 50.7 | 36.5 | 0 | 12.8 | QQQ:25.7%;AAPL:25.7%;GLD:25.7%;BRK.B:11.3%;AMZN:11.5% | US:70.9;EU:14.0;APAC:10.2;EM:2.9;Other:2.0 | Value:-0.7;Growth:+0.8;Quality:-0.7;Size:-0.7;Momentum:+0.6;LowVol:-0.1 | NoMargin | 10 | 25 | 3.8 | hard 10% | 137 | 14.9 | Bear | 25.6 | 3.63 | 1.5 | 201 | -51 | 10 | 53 | false | Sell | Trim extended winner -1% | 7 | -4 | BrokerB | LMT | 85 | null | null | Normal monitoring | 7 | 11 | 26 | 4 | false | Tax-aware sells next window |
P6605 | Active | IRA | USD | 2024-12-03 | 2,490,482 | 237,554 | 2,252,928 | 1.22 | 66.3 | 25.2 | 0 | 8.5 | BND:33.3%;MSFT:33.3%;AAPL:33.3% | US:67.0;EU:13.9;APAC:7.9;EM:8.8;Other:2.4 | Value:+0.1;Growth:+0.8;Quality:-0.3;Size:-0.4;Momentum:+0.1;LowVol:-0.7 | null | 6 | 25 | 4.2 | trailing 8% | 170 | 25.1 | Bull | 15.1 | 4 | 2.3 | 117 | 62 | 67 | 53 | false | Rebalance | Shift +1% to bonds from equity | 31 | -31 | BrokerB | LMT | 96 | null | null | Normal monitoring | 84 | -38 | 81 | 3 | false | Increase defensive factor exposure |
P6606 | Hands-off | 401k | USD | 2025-10-07 | 757,204 | 39,363 | 717,841 | 1 | 68.5 | 16.1 | 6.9 | 8.6 | TLT:34.0%;GLD:34.0%;BRK.B:32.0% | US:70.8;EU:10.4;APAC:8.9;EM:4.5;Other:5.5 | Value:-0.6;Growth:+0.8;Quality:-0.5;Size:-0.6;Momentum:+0.3;LowVol:-0.9 | ESGOnly;MaxPos5% | 10 | 30 | 4.8 | trailing 8% | 134 | 17.2 | Bear | 24.5 | 3.2 | 2.4 | 157 | -33 | 28 | 64 | false | Hedge | Add TLT +1% as duration hedge | 16 | -28 | BrokerD | MKT | 100 | null | null | Normal monitoring | 52 | -43 | 144 | 5 | false | Tighten stops on momentum names |
P6607 | Active | IRA | USD | 2025-08-03 | 889,724 | 60,953 | 828,771 | 1 | 58.4 | 19.7 | 12.8 | 9.2 | BND:21.1%;VOO:28.5%;AAPL:21.9%;TSLA:28.5% | US:60.6;EU:20.9;APAC:7.2;EM:6.4;Other:4.9 | Value:+0.3;Growth:-0.1;Quality:+0.1;Size:-0.4;Momentum:+0.3;LowVol:-0.1 | null | 10 | 25 | 4.7 | trailing 8% | 166 | 24 | Bull | 15.9 | 3.73 | 3.1 | 74 | 86 | 79 | 38 | false | Buy | Add to core equity +1% | -11 | 0 | BrokerD | VWAP | 90 | null | null | Normal monitoring | 77 | -48 | 101 | 4 | false | Increase defensive factor exposure |
P6608 | Cautious | Trust | USD | 2024-07-16 | 200,495 | 17,885 | 182,610 | 1 | 38 | 30.4 | 14.1 | 17.6 | VOO:13.6%;MUB:23.0%;TSLA:18.9%;GLD:21.4%;QQQ:23.0% | US:61.4;EU:17.6;APAC:12.4;EM:7.3;Other:1.3 | Value:+0.3;Growth:+0.4;Quality:-0.7;Size:-0.9;Momentum:-0.6;LowVol:-0.4 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 6 | 35 | 4.3 | trailing 8% | 114 | 15.7 | Bear | 34.5 | 4.46 | 1.4 | 165 | -119 | 5 | 69 | false | Buy | Add to core equity +1% | -10 | 5 | BrokerC | LMT | 96 | null | null | Normal monitoring | 99 | -47 | 220 | 5 | false | Tighten stops on momentum names |
P6609 | Cautious | 401k | USD | 2025-07-17 | 786,027 | 82,330 | 703,697 | 1 | 35.5 | 30.8 | 23.7 | 10 | QQQ:35.4%;MUB:29.3%;TSLA:35.4% | US:73.5;EU:10.7;APAC:12.3;EM:3.3;Other:0.3 | Value:-0.1;Growth:+0.7;Quality:-0.5;Size:-0.4;Momentum:+1.0;LowVol:+0.8 | NoDerivatives;NoMargin | 6 | 35 | 4.4 | trailing 8% | 134 | 13.7 | Bear | 34.9 | 3.81 | 1.1 | 158 | -55 | 33 | 63 | false | Rebalance | Shift +1% to bonds from equity | 26 | 1 | BrokerD | MKT | 89 | null | null | Normal monitoring | -12 | 18 | 97 | 3 | false | Tax-aware sells next window |
P6610 | Hands-off | 401k | USD | 2025-05-15 | 591,759 | 51,274 | 540,485 | 1 | 71.8 | 18.5 | 1.9 | 7.8 | GLD:12.4%;AAPL:29.2%;VTI:29.2%;TLT:29.2% | US:66.8;EU:12.8;APAC:11.4;EM:4.4;Other:4.6 | Value:+0.4;Growth:+0.2;Quality:+0.3;Size:-0.9;Momentum:+0.5;LowVol:+0.9 | ESGOnly;NoDerivatives | 5 | 25 | 3.9 | hard 10% | 145 | 12.2 | Volatile | 26.7 | 4.5 | 4.3 | 156 | 80 | 100 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | -25 | BrokerB | MKT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 52 | -9 | 86 | 5 | true | Tighten stops on momentum names |
P6611 | Active | IRA | USD | 2025-06-18 | 2,199,542 | 210,103 | 1,989,439 | 1 | 57.7 | 18.3 | 18.5 | 5.5 | HYG:28.9%;VNQ:13.2%;XLF:28.9%;IEF:28.9% | US:67.1;EU:16.1;APAC:8.8;EM:5.2;Other:2.7 | Value:-0.5;Growth:+0.4;Quality:-1.0;Size:-0.8;Momentum:+0.4;LowVol:+0.9 | MaxPos5%;NoDerivatives | 7 | 35 | 5.1 | trailing 9% | 168 | 16.8 | Sideways | 21.7 | 4.94 | 2.1 | 104 | 24 | 51 | 50 | false | Rebalance | Shift +1% to bonds from equity | -3 | -38 | BrokerA | MKT | 85 | null | null | Normal monitoring | 73 | -32 | 209 | 5 | false | Tax-aware sells next window |
P6612 | Active | IRA | USD | 2025-01-11 | 2,251,616 | 205,196 | 2,046,420 | 1.14 | 63.6 | 28.5 | 0 | 7.9 | XLF:21.4%;AAPL:22.6%;IEF:22.6%;VNQ:19.3%;HYG:14.0% | US:68.8;EU:14.8;APAC:8.7;EM:3.1;Other:4.6 | Value:-0.5;Growth:-0.7;Quality:-0.6;Size:-1.0;Momentum:-0.5;LowVol:-0.8 | null | 7 | 25 | 5.3 | trailing 8% | 161 | 25.3 | Sideways | 19.4 | 4.72 | 2.6 | 115 | -11 | 41 | 61 | false | Rebalance | Shift +1% to bonds from equity | -6 | -39 | BrokerC | LMT | 92 | null | null | Normal monitoring | -50 | -60 | -77 | 5 | false | Tax-aware sells next window |
P6613 | Hands-off | Taxable | USD | 2025-09-23 | 758,031 | 37,924 | 720,107 | 1 | 58.5 | 27 | 9.2 | 5.3 | VTI:13.1%;BND:18.3%;HYG:15.7%;VOO:26.5%;XLF:26.5% | US:79.8;EU:5.1;APAC:5.8;EM:5.0;Other:4.4 | Value:-0.2;Growth:-0.3;Quality:+0.9;Size:+0.8;Momentum:+0.3;LowVol:-0.8 | ESGOnly;MaxPos5% | 5 | 35 | 3.5 | trailing 10% | 118 | 17.8 | Bull | 11.1 | 4.36 | 2.6 | 117 | 67 | 81 | 44 | false | Sell | Trim extended winner -1% | 26 | -9 | BrokerC | LMT | 98 | null | null | Normal monitoring | 35 | 17 | 72 | 5 | false | Monitor dispersion and breadth |
P6614 | Active | Taxable | USD | 2025-09-26 | 515,619 | 31,922 | 483,697 | 1 | 64.7 | 26.5 | 0 | 8.8 | TSLA:27.9%;GLD:18.7%;BND:27.9%;VNQ:25.6% | US:65.2;EU:14.3;APAC:9.7;EM:9.1;Other:1.7 | Value:+0.9;Growth:+0.9;Quality:-0.9;Size:+0.4;Momentum:-0.7;LowVol:-0.4 | null | 7 | 35 | 4.1 | trailing 8% | 193 | 19.3 | Sideways | 14.3 | 3.63 | 2.8 | 108 | 38 | 80 | 53 | true | Hedge | Buy index puts 1% notional | 5 | -13 | BrokerD | MKT | 87 | VAR>budget | Hedge | Risk above budget threshold | 55 | 9 | 168 | 3 | false | Tax-aware sells next window |
P6615 | Systematic | IRA | USD | 2024-10-05 | 759,164 | 73,407 | 685,757 | 1 | 56.2 | 28.6 | 5.9 | 9.3 | TLT:28.8%;IEF:28.8%;VTI:13.6%;MUB:28.8% | US:67.9;EU:8.1;APAC:11.1;EM:9.9;Other:2.9 | Value:-0.1;Growth:-0.5;Quality:+0.2;Size:+0.7;Momentum:-1.0;LowVol:+0.8 | MaxPos7% | 6 | 30 | 5.9 | trailing 9% | 180 | 19.3 | Bear | 28.2 | 4.03 | 1.1 | 170 | -109 | 5 | 68 | false | Buy | Add to core equity +1% | 17 | -2 | BrokerA | VWAP | 96 | null | null | Normal monitoring | 92 | -26 | 222 | 5 | false | Tighten stops on momentum names |
P6616 | Systematic | Taxable | USD | 2025-07-01 | 1,252,625 | 120,787 | 1,131,838 | 1 | 55.1 | 28.7 | 9.1 | 7.1 | MUB:33.3%;GLD:33.3%;TLT:33.3% | US:70.6;EU:9.7;APAC:7.0;EM:8.6;Other:4.1 | Value:-0.3;Growth:+0.5;Quality:-0.3;Size:-0.8;Momentum:-0.3;LowVol:+0.5 | null | 5 | 35 | 5.2 | trailing 8% | 126 | 22.4 | Volatile | 31.4 | 4.28 | 3.9 | 169 | -23 | 51 | 73 | true | Rebalance | Rebalance back to target bands | -8 | 5 | BrokerA | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 5 | -12 | 21 | 5 | false | Increase defensive factor exposure |
P6617 | Opportunistic | 401k | USD | 2025-09-30 | 1,013,690 | 52,378 | 961,312 | 1 | 73 | 11.5 | 10.2 | 5.3 | GLD:20.6%;MUB:8.7%;VNQ:20.0%;XLF:9.4%;AMZN:20.6%;MSFT:20.6% | US:67.6;EU:10.1;APAC:8.7;EM:12.4;Other:1.2 | Value:+0.6;Growth:-0.1;Quality:+0.4;Size:0.0;Momentum:+0.8;LowVol:-0.8 | null | 10 | 35 | 4.1 | hard 12% | 168 | 25.9 | Bull | 16.1 | 4.59 | 2.8 | 77 | 36 | 57 | 47 | false | Sell | Trim extended winner -1% | 35 | -11 | BrokerD | LMT | 96 | null | null | Normal monitoring | -59 | -29 | -29 | 3 | false | Monitor dispersion and breadth |
P6618 | Hands-off | IRA | USD | 2024-12-14 | 514,640 | 36,776 | 477,864 | 1 | 61.8 | 28 | 0.3 | 9.9 | QQQ:33.4%;IEF:33.4%;TLT:33.1% | US:63.4;EU:19.3;APAC:9.4;EM:7.4;Other:0.5 | Value:-1.0;Growth:+0.3;Quality:-0.7;Size:+0.1;Momentum:+0.7;LowVol:-0.1 | ESGOnly | 5 | 30 | 4.5 | trailing 8% | 118 | 14.2 | Volatile | 22.6 | 4.74 | 3.5 | 154 | 26 | 74 | 64 | false | Sell | Trim extended winner -1% | -10 | 7 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 38 | 19 | 10 | 5 | false | Tax-aware sells next window |
P6619 | Active | Trust | USD | 2025-05-02 | 1,799,672 | 136,317 | 1,663,355 | 1 | 66.1 | 26.3 | 0 | 7.5 | VTI:18.4%;IEF:10.6%;BND:16.6%;BRK.B:21.2%;HYG:11.9%;AMZN:21.2% | US:65.1;EU:13.8;APAC:9.9;EM:7.8;Other:3.4 | Value:-0.3;Growth:+0.5;Quality:-1.0;Size:+0.7;Momentum:-0.9;LowVol:-0.9 | MaxPos5% | 5 | 35 | 5.3 | trailing 8% | 218 | 21.2 | Sideways | 19.3 | 4.16 | 3.5 | 140 | -1 | 62 | 51 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | -24 | BrokerC | LMT | 94 | VAR>budget | Hedge | Risk above budget threshold | -4 | 18 | 54 | 5 | false | Tighten stops on momentum names |
P6620 | Active | IRA | USD | 2025-03-02 | 1,093,951 | 111,179 | 982,772 | 1 | 59.7 | 21 | 12 | 7.2 | BRK.B:22.5%;MUB:9.6%;VOO:22.5%;VNQ:22.7%;TLT:22.7% | US:66.3;EU:9.0;APAC:13.6;EM:9.9;Other:1.2 | Value:+0.7;Growth:+0.3;Quality:-0.5;Size:-0.9;Momentum:+0.4;LowVol:+0.5 | null | 7 | 35 | 5.4 | hard 12% | 160 | 19 | Bear | 23.8 | 3.7 | 2.8 | 167 | -2 | 54 | 63 | false | Rebalance | Shift +1% to bonds from equity | -8 | 15 | BrokerD | MKT | 90 | null | null | Normal monitoring | -45 | -18 | -5 | 5 | false | Monitor dispersion and breadth |
P6621 | Active | Taxable | USD | 2025-03-21 | 1,659,792 | 194,624 | 1,465,168 | 1 | 66.4 | 20.9 | 7.4 | 5.4 | QQQ:22.6%;GLD:22.6%;TLT:22.6%;IEF:11.6%;VOO:13.6%;BND:6.9% | US:56.4;EU:20.9;APAC:10.2;EM:10.3;Other:2.2 | Value:+0.3;Growth:-0.2;Quality:+0.6;Size:0.0;Momentum:-0.7;LowVol:+0.3 | null | 5 | 35 | 5.8 | trailing 9% | 153 | 22.8 | Bull | 12.8 | 4.36 | 3.5 | 97 | 17 | 73 | 54 | false | Rebalance | Shift +1% to bonds from equity | 2 | -12 | BrokerD | MKT | 86 | null | null | Normal monitoring | 4 | 1 | -22 | 3 | false | Increase defensive factor exposure |
P6622 | Active | IRA | USD | 2024-11-11 | 2,393,728 | 205,507 | 2,188,221 | 1 | 50.6 | 23.8 | 18.2 | 7.4 | HYG:25.8%;BND:37.1%;QQQ:37.1% | US:66.4;EU:16.5;APAC:6.8;EM:8.7;Other:1.6 | Value:-0.8;Growth:-0.7;Quality:-1.0;Size:-0.8;Momentum:-0.3;LowVol:+0.4 | MaxPos5%;NoDerivatives | 7 | 30 | 5.9 | hard 12% | 228 | 26.4 | Bull | 11.3 | 4.62 | 2.3 | 91 | 102 | 100 | 36 | false | Sell | Trim extended winner -1% | 15 | -18 | BrokerB | MKT | 94 | null | null | Normal monitoring | 10 | 8 | -16 | 5 | false | Increase defensive factor exposure |
P6623 | Cautious | Trust | USD | 2025-10-04 | 729,781 | 100,375 | 629,406 | 1 | 49.7 | 39 | 0 | 11.4 | AAPL:11.0%;MUB:17.1%;BND:23.0%;MSFT:14.3%;XLF:11.5%;BRK.B:23.0% | US:75.6;EU:5.4;APAC:6.4;EM:7.7;Other:4.8 | Value:-0.9;Growth:-0.7;Quality:-0.7;Size:+0.6;Momentum:+0.4;LowVol:-0.1 | NoMargin | 6 | 35 | 5.4 | trailing 10% | 156 | 18.7 | Volatile | 25.3 | 5.32 | 4.4 | 154 | -41 | 41 | 60 | false | Rebalance | Shift +1% to bonds from equity | -4 | 7 | BrokerB | MKT | 96 | null | null | Normal monitoring | 114 | -32 | 193 | 5 | false | Increase defensive factor exposure |
P6624 | Cautious | Taxable | USD | 2024-07-14 | 436,312 | 48,455 | 387,857 | 1 | 37 | 35.5 | 13.3 | 14.2 | QQQ:27.8%;TLT:36.1%;GLD:36.1% | US:64.9;EU:16.5;APAC:11.4;EM:5.5;Other:1.7 | Value:-0.9;Growth:+0.8;Quality:-0.3;Size:-0.0;Momentum:-0.0;LowVol:+0.3 | MaxPos5%;NoDerivatives;NoMargin | 5 | 30 | 3.4 | trailing 8% | 118 | 17.7 | Bear | 25.1 | 4.32 | 1 | 218 | -118 | 5 | 57 | false | NoAction | Within bands; monitor | 6 | -31 | BrokerD | LMT | 86 | null | null | Normal monitoring | -13 | 15 | 55 | 5 | false | Tighten stops on momentum names |
P6625 | Cautious | 401k | USD | 2025-05-16 | 193,010 | 17,855 | 175,155 | 1 | 41.8 | 42.2 | 0 | 16 | AAPL:33.3%;XLF:33.3%;VOO:33.3% | US:65.7;EU:17.6;APAC:6.7;EM:9.3;Other:0.7 | Value:+0.4;Growth:-0.1;Quality:-0.5;Size:+0.8;Momentum:+0.9;LowVol:-0.5 | ESGOnly;NoMargin | 10 | 25 | 4.5 | hard 10% | 98 | 17 | Sideways | 19.8 | 4.36 | 2.2 | 119 | -4 | 43 | 41 | false | Buy | Add to core equity +1% | 19 | -40 | BrokerD | LMT | 90 | null | null | Normal monitoring | 105 | -42 | 150 | 4 | false | Increase defensive factor exposure |
P6626 | Hands-off | IRA | USD | 2025-11-15 | 745,161 | 60,610 | 684,551 | 1 | 62.5 | 20 | 7.5 | 10 | MUB:33.3%;VTI:33.3%;TSLA:33.3% | US:71.2;EU:9.5;APAC:11.9;EM:5.4;Other:2.0 | Value:-0.5;Growth:+0.4;Quality:+0.9;Size:-0.3;Momentum:+0.4;LowVol:+0.2 | MaxPos8% | 8 | 30 | 3.1 | trailing 8% | 91 | 16.2 | Bull | 17.2 | 3.64 | 2.4 | 98 | 73 | 98 | 50 | false | Buy | Add to core equity +1% | 28 | -34 | BrokerD | LMT | 86 | null | null | Normal monitoring | 80 | 11 | 43 | 3 | false | Increase defensive factor exposure |
P6627 | Cautious | Taxable | USD | 2024-10-07 | 832,878 | 80,509 | 752,369 | 1 | 36.5 | 31.6 | 18.3 | 13.6 | VTI:19.1%;HYG:23.4%;TLT:10.6%;IEF:23.4%;VOO:23.4% | US:70.0;EU:12.5;APAC:6.6;EM:8.7;Other:2.2 | Value:+0.3;Growth:-0.9;Quality:+0.3;Size:-0.7;Momentum:-0.1;LowVol:-0.9 | MaxPos5%;NoMargin | 10 | 25 | 3.6 | trailing 10% | 110 | 19 | Sideways | 19.5 | 3.86 | 2.2 | 91 | -17 | 44 | 32 | false | Rebalance | Shift +1% to bonds from equity | 1 | -31 | BrokerB | LMT | 86 | null | null | Normal monitoring | 23 | -51 | 152 | 3 | false | Increase defensive factor exposure |
P6628 | Hands-off | Roth | USD | 2024-10-15 | 499,923 | 27,809 | 472,114 | 1 | 66.7 | 15.8 | 12 | 5.4 | BND:33.3%;TLT:33.3%;AMZN:33.3% | US:67.7;EU:8.8;APAC:6.7;EM:12.3;Other:4.5 | Value:-0.3;Growth:-0.2;Quality:+0.1;Size:+0.7;Momentum:+0.2;LowVol:+0.8 | null | 5 | 25 | 4.5 | hard 10% | 138 | 14.1 | Bear | 26.6 | 3.75 | 2.2 | 154 | 4 | 48 | 81 | true | Hedge | Buy index puts 1% notional | -11 | -21 | BrokerB | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -25 | 14 | 19 | 4 | false | Increase defensive factor exposure |
P6629 | Opportunistic | Trust | USD | 2024-09-04 | 876,792 | 42,347 | 834,445 | 1.21 | 72.4 | 20.2 | 0 | 7.4 | VOO:26.8%;MSFT:26.8%;VNQ:26.8%;TLT:19.6% | US:71.3;EU:10.4;APAC:6.9;EM:7.7;Other:3.6 | Value:-0.2;Growth:-0.2;Quality:+0.7;Size:-0.4;Momentum:-0.8;LowVol:-0.2 | NoDerivatives | 8 | 25 | 5.4 | hard 12% | 264 | 31.7 | Sideways | 14.1 | 3.52 | 3.2 | 138 | -10 | 55 | 58 | false | Rebalance | Shift +1% to bonds from equity | 2 | -33 | BrokerD | VWAP | 99 | null | null | Normal monitoring | -20 | -54 | -36 | 3 | false | Monitor dispersion and breadth |
P6630 | Hands-off | IRA | USD | 2025-12-20 | 808,937 | 71,894 | 737,043 | 1 | 69.6 | 21.7 | 1.2 | 7.6 | MSFT:25.0%;IEF:25.0%;AAPL:25.0%;VNQ:25.0% | US:67.2;EU:12.7;APAC:10.7;EM:6.9;Other:2.5 | Value:+0.4;Growth:+0.6;Quality:+0.5;Size:-0.6;Momentum:-0.5;LowVol:+1.0 | ESGOnly;MaxPos6%;NoDerivatives | 10 | 35 | 5.6 | hard 10% | 132 | 19.1 | Bull | 17.6 | 3.68 | 2.3 | 83 | 80 | 93 | 59 | true | Rebalance | Rebalance back to target bands | 30 | 1 | BrokerC | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | 101 | 0 | 240 | 4 | false | Within IPS guidelines |
P6631 | Opportunistic | 401k | USD | 2025-01-29 | 1,683,591 | 133,531 | 1,550,060 | 1 | 70.5 | 12.4 | 10.3 | 6.8 | BND:13.1%;TSLA:29.0%;VOO:29.0%;MUB:29.0% | US:63.9;EU:9.8;APAC:15.2;EM:7.1;Other:4.0 | Value:-0.0;Growth:+0.2;Quality:+0.2;Size:-0.3;Momentum:-0.3;LowVol:-0.5 | MaxPos8% | 5 | 25 | 4.4 | trailing 7% | 272 | 33.5 | Volatile | 24.1 | 5.44 | 2 | 164 | 49 | 68 | 79 | true | Rebalance | Rebalance back to target bands | 19 | -11 | BrokerB | MKT | 99 | VAR>budget | Reduce | Risk above budget threshold | -45 | 19 | -39 | 5 | false | Increase defensive factor exposure |
P6632 | Systematic | IRA | USD | 2025-08-13 | 1,628,332 | 151,271 | 1,477,061 | 1 | 65.4 | 25.4 | 0.1 | 9.1 | QQQ:21.9%;TSLA:30.8%;VTI:16.6%;AMZN:30.8% | US:71.1;EU:11.4;APAC:6.6;EM:8.6;Other:2.3 | Value:-0.5;Growth:-0.1;Quality:-0.3;Size:+0.1;Momentum:+0.8;LowVol:-0.2 | MaxPos7% | 10 | 35 | 4.2 | hard 12% | 122 | 22 | Sideways | 20.9 | 4.29 | 3.4 | 90 | 33 | 58 | 66 | false | Rebalance | Shift +1% to bonds from equity | -2 | -29 | BrokerB | MKT | 89 | null | null | Normal monitoring | 108 | -27 | 80 | 5 | false | Increase defensive factor exposure |
P6633 | Hands-off | 401k | USD | 2025-04-27 | 775,504 | 71,292 | 704,212 | 1 | 61.3 | 22.7 | 10.8 | 5.2 | BND:28.2%;MSFT:28.2%;HYG:28.2%;TSLA:15.3% | US:62.6;EU:8.9;APAC:15.3;EM:13.1;Other:0.0 | Value:-0.9;Growth:-0.3;Quality:+0.5;Size:-0.5;Momentum:-0.4;LowVol:-0.2 | null | 6 | 30 | 3.1 | trailing 8% | 138 | 13.3 | Bull | 11.4 | 4.48 | 2.6 | 106 | 118 | 100 | 35 | false | Sell | Trim extended winner -1% | -15 | -9 | BrokerC | MKT | 87 | null | null | Normal monitoring | 54 | 7 | 165 | 3 | false | Within IPS guidelines |
P6634 | Cautious | 401k | USD | 2024-11-06 | 771,968 | 88,181 | 683,787 | 1 | 49.9 | 39.6 | 0 | 10.5 | QQQ:35.8%;AAPL:35.8%;GLD:28.4% | US:59.8;EU:13.7;APAC:13.8;EM:12.0;Other:0.8 | Value:+0.1;Growth:+0.7;Quality:-0.4;Size:+0.5;Momentum:0.0;LowVol:+0.2 | ESGOnly;NoMargin | 6 | 30 | 3.9 | trailing 8% | 114 | 15.3 | Volatile | 26.4 | 4.83 | 2.7 | 180 | 57 | 89 | 53 | false | Buy | Add to core equity +1% | 9 | 14 | BrokerD | LMT | 95 | null | null | Normal monitoring | -55 | -3 | -57 | 3 | false | Within IPS guidelines |
P6635 | Cautious | Taxable | USD | 2025-02-08 | 671,018 | 107,121 | 563,897 | 1 | 47.7 | 38.5 | 0 | 13.8 | TLT:25.9%;VOO:25.9%;IEF:25.9%;BND:22.4% | US:68.8;EU:10.6;APAC:10.8;EM:6.2;Other:3.5 | Value:+0.1;Growth:+0.7;Quality:+0.9;Size:+0.5;Momentum:+0.1;LowVol:-0.9 | ESGOnly;MaxPos6%;NoMargin | 7 | 30 | 5 | trailing 10% | 150 | 14.6 | Sideways | 17.9 | 4.35 | 2.1 | 103 | 28 | 65 | 40 | false | Rebalance | Shift +1% to bonds from equity | -2 | -14 | BrokerA | LMT | 99 | null | null | Normal monitoring | 106 | 19 | 92 | 4 | false | Tighten stops on momentum names |
P6636 | Systematic | 401k | USD | 2024-08-30 | 1,485,041 | 136,730 | 1,348,311 | 1 | 64.6 | 28.3 | 1 | 6.1 | VNQ:33.3%;QQQ:33.3%;VTI:33.3% | US:71.2;EU:10.4;APAC:13.2;EM:4.4;Other:0.7 | Value:+0.7;Growth:+0.2;Quality:-0.2;Size:-0.5;Momentum:+0.2;LowVol:-0.4 | MaxPos5% | 5 | 25 | 4 | trailing 8% | 195 | 24.8 | Bull | 14.8 | 3.96 | 2.2 | 112 | 25 | 65 | 38 | false | Rebalance | Shift +1% to bonds from equity | -11 | 2 | BrokerC | LMT | 85 | null | null | Normal monitoring | 19 | -39 | 25 | 5 | false | Monitor dispersion and breadth |
P6637 | Opportunistic | 401k | USD | 2024-11-29 | 1,288,526 | 95,895 | 1,192,631 | 1 | 72.2 | 13.5 | 8.9 | 5.3 | IEF:35.5%;GLD:35.5%;BRK.B:28.9% | US:72.8;EU:13.8;APAC:6.7;EM:4.9;Other:1.7 | Value:+0.6;Growth:-0.3;Quality:+0.8;Size:-0.5;Momentum:-0.4;LowVol:-0.5 | null | 7 | 35 | 4.9 | hard 12% | 181 | 31 | Volatile | 30.7 | 3.7 | 2.2 | 126 | 67 | 72 | 82 | true | Hedge | Buy index puts 1% notional | -2 | 13 | BrokerD | MKT | 85 | RegimeShift | Pause | Volatility spike and breadth deterioration | -55 | -34 | -70 | 5 | false | Increase defensive factor exposure |
P6638 | Cautious | Taxable | USD | 2025-12-14 | 425,990 | 42,633 | 383,357 | 1 | 47.4 | 35.1 | 3.3 | 14.1 | AAPL:27.5%;MSFT:27.5%;GLD:17.5%;TLT:27.5% | US:68.6;EU:12.7;APAC:5.5;EM:9.8;Other:3.4 | Value:-0.8;Growth:+0.3;Quality:+0.6;Size:+0.3;Momentum:0.0;LowVol:-0.1 | ESGOnly;MaxPos8%;NoMargin | 6 | 30 | 4.3 | trailing 8% | 148 | 15.3 | Volatile | 24.3 | 3.5 | 4.3 | 171 | 3 | 47 | 49 | false | Sell | Trim extended winner -1% | 2 | -24 | BrokerB | LMT | 96 | null | null | Normal monitoring | -57 | -14 | -31 | 3 | false | Tighten stops on momentum names |
P6639 | Active | Trust | USD | 2025-06-26 | 916,906 | 58,860 | 858,046 | 1 | 50.7 | 23.7 | 17.8 | 7.7 | GLD:18.8%;IEF:22.0%;AAPL:16.9%;XLF:20.3%;VNQ:22.0% | US:68.0;EU:14.5;APAC:11.0;EM:6.0;Other:0.5 | Value:+1.0;Growth:-0.0;Quality:-0.7;Size:+0.3;Momentum:+0.6;LowVol:+0.7 | null | 6 | 25 | 4.1 | hard 12% | 190 | 20.8 | Bull | 13.5 | 4.58 | 2.6 | 92 | 79 | 82 | 46 | false | Buy | Add to core equity +1% | 11 | 14 | BrokerC | MKT | 100 | null | null | Normal monitoring | -17 | -54 | -22 | 3 | false | Increase defensive factor exposure |
P6640 | Cautious | Taxable | USD | 2025-02-16 | 607,513 | 94,393 | 513,120 | 1 | 36.5 | 34.8 | 14.2 | 14.6 | AAPL:33.3%;VNQ:33.3%;XLF:33.3% | US:74.6;EU:11.8;APAC:7.5;EM:3.0;Other:3.1 | Value:+0.5;Growth:+0.3;Quality:-0.2;Size:-0.3;Momentum:+0.1;LowVol:-0.8 | ESGOnly;NoMargin | 7 | 25 | 3.9 | hard 10% | 98 | 17.2 | Volatile | 21.3 | 4.61 | 2.4 | 175 | -20 | 29 | 53 | false | NoAction | Within bands; monitor | 17 | -23 | BrokerD | LMT | 97 | null | null | Normal monitoring | -13 | 9 | 15 | 5 | false | Within IPS guidelines |
P6641 | Hands-off | IRA | USD | 2024-12-11 | 889,651 | 42,282 | 847,369 | 1 | 74.6 | 20.1 | 0 | 5.3 | GLD:15.2%;AAPL:25.9%;BRK.B:14.1%;HYG:25.9%;VOO:19.0% | US:61.6;EU:14.6;APAC:13.0;EM:10.6;Other:0.2 | Value:+0.6;Growth:-0.8;Quality:-0.1;Size:-0.7;Momentum:+0.9;LowVol:-0.1 | null | 10 | 35 | 4.6 | hard 10% | 143 | 14.1 | Bull | 13.3 | 3.62 | 2.9 | 81 | 103 | 100 | 44 | false | Sell | Trim extended winner -1% | -10 | -30 | BrokerD | MKT | 86 | null | null | Normal monitoring | -16 | -50 | 34 | 3 | false | Tax-aware sells next window |
P6642 | Cautious | IRA | USD | 2024-07-07 | 470,549 | 38,560 | 431,989 | 1 | 46.3 | 42.7 | 0 | 11 | VNQ:27.1%;GLD:27.1%;MSFT:18.7%;BND:27.1% | US:61.3;EU:15.8;APAC:13.2;EM:6.0;Other:3.6 | Value:-0.9;Growth:-0.6;Quality:+0.9;Size:+0.8;Momentum:+0.2;LowVol:+0.1 | ESGOnly;NoMargin | 7 | 30 | 5.2 | trailing 8% | 110 | 17.8 | Bull | 12.3 | 4.21 | 2.4 | 80 | 99 | 87 | 30 | false | Buy | Add to core equity +1% | 13 | 2 | BrokerB | VWAP | 89 | null | null | Normal monitoring | 68 | -29 | 132 | 3 | false | Monitor dispersion and breadth |
P6643 | Opportunistic | 401k | USD | 2024-07-07 | 797,086 | 38,911 | 758,175 | 1 | 76.7 | 13.5 | 3.8 | 6 | HYG:13.2%;TSLA:20.9%;AAPL:17.9%;BRK.B:17.7%;AMZN:20.9%;GLD:9.4% | US:65.4;EU:18.2;APAC:5.1;EM:9.0;Other:2.3 | Value:-0.6;Growth:+0.3;Quality:+1.0;Size:+1.0;Momentum:+1.0;LowVol:+0.2 | MaxPos6% | 5 | 30 | 4.2 | hard 12% | 161 | 23.5 | Bull | 16.8 | 4.4 | 3 | 76 | 58 | 77 | 59 | true | Hedge | Buy index puts 1% notional | -1 | -8 | BrokerB | MKT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 48 | -40 | 102 | 2 | false | Within IPS guidelines |
P6644 | Systematic | Trust | USD | 2025-01-19 | 1,968,437 | 128,713 | 1,839,724 | 1 | 62.4 | 20.2 | 11.9 | 5.5 | BRK.B:27.5%;TSLA:21.6%;VTI:23.4%;VOO:27.5% | US:60.3;EU:18.4;APAC:11.5;EM:8.3;Other:1.5 | Value:+0.2;Growth:0.0;Quality:-0.0;Size:-0.9;Momentum:+0.3;LowVol:-0.8 | NoDerivatives | 6 | 30 | 5.8 | hard 12% | 155 | 18.8 | Bull | 15.8 | 4.99 | 3.1 | 104 | 52 | 91 | 50 | true | Hedge | Buy index puts 1% notional | 1 | -27 | BrokerD | MKT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 105 | -42 | 68 | 3 | false | Increase defensive factor exposure |
P6645 | Opportunistic | 401k | USD | 2025-09-28 | 1,221,893 | 79,277 | 1,142,616 | 1.06 | 64.1 | 19.4 | 11.9 | 4.5 | AMZN:21.7%;TLT:13.2%;MUB:21.7%;XLF:21.7%;VTI:21.7% | US:56.5;EU:20.1;APAC:11.7;EM:8.6;Other:3.1 | Value:-0.5;Growth:-0.6;Quality:+0.4;Size:-0.7;Momentum:+0.3;LowVol:+0.3 | MaxPos6% | 6 | 35 | 4.2 | trailing 7% | 181 | 25.9 | Volatile | 29 | 3.76 | 2.5 | 142 | 6 | 51 | 66 | false | Rebalance | Shift +1% to bonds from equity | 17 | -3 | BrokerD | MKT | 93 | null | null | Normal monitoring | -6 | -26 | 77 | 3 | false | Within IPS guidelines |
P6646 | Hands-off | Roth | USD | 2025-02-24 | 160,126 | 14,033 | 146,093 | 1 | 68.6 | 24.6 | 0 | 6.8 | MSFT:23.8%;TSLA:12.4%;BND:11.9%;VTI:23.8%;QQQ:13.8%;VNQ:14.2% | US:72.9;EU:9.2;APAC:11.7;EM:5.0;Other:1.2 | Value:-0.6;Growth:-0.9;Quality:-0.1;Size:+0.6;Momentum:+0.2;LowVol:-0.7 | null | 5 | 30 | 4.4 | trailing 8% | 123 | 17.4 | Volatile | 30.5 | 3.81 | 4 | 159 | 70 | 83 | 74 | true | Rebalance | Rebalance back to target bands | 14 | -25 | BrokerA | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 99 | -60 | 126 | 3 | false | Tighten stops on momentum names |
P6647 | Cautious | 401k | USD | 2024-09-05 | 357,866 | 46,837 | 311,029 | 1 | 36.2 | 34.3 | 12.1 | 17.3 | VTI:21.5%;BRK.B:21.5%;AAPL:14.6%;BND:21.5%;XLF:20.8% | US:71.3;EU:5.8;APAC:11.2;EM:11.0;Other:0.7 | Value:+0.3;Growth:-0.6;Quality:-0.8;Size:-0.8;Momentum:+0.6;LowVol:-0.1 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 4.5 | trailing 8% | 104 | 17.3 | Volatile | 29.2 | 5.4 | 2.8 | 131 | 5 | 48 | 58 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | -27 | BrokerA | MKT | 100 | VAR>budget | Hedge | Risk above budget threshold | -17 | -23 | 109 | 2 | true | Increase defensive factor exposure |
P6648 | Cautious | 401k | USD | 2024-09-29 | 340,113 | 41,737 | 298,376 | 1 | 37.7 | 40.4 | 10.2 | 11.8 | VNQ:34.9%;AMZN:30.8%;QQQ:34.3% | US:68.7;EU:14.0;APAC:8.2;EM:7.7;Other:1.4 | Value:-0.5;Growth:-0.5;Quality:+0.5;Size:-0.0;Momentum:-0.6;LowVol:-0.2 | NoMargin | 6 | 25 | 4.4 | trailing 8% | 142 | 13.1 | Sideways | 17.1 | 4.74 | 3.1 | 121 | 38 | 79 | 41 | false | NoAction | Within bands; monitor | -2 | -8 | BrokerB | VWAP | 91 | null | null | Normal monitoring | 95 | -37 | 102 | 5 | false | Tax-aware sells next window |
P6649 | Cautious | IRA | USD | 2025-03-15 | 882,250 | 88,760 | 793,490 | 1 | 36.2 | 31 | 17.8 | 15 | TLT:26.4%;XLF:22.0%;MSFT:25.2%;AAPL:26.4% | US:66.6;EU:10.1;APAC:12.0;EM:7.9;Other:3.5 | Value:-0.9;Growth:+0.1;Quality:-0.8;Size:+0.4;Momentum:+0.6;LowVol:-0.5 | MaxPos8%;NoMargin | 7 | 30 | 5.6 | trailing 8% | 92 | 19.8 | Bull | 14.5 | 4.56 | 2.1 | 115 | 57 | 81 | 26 | false | Hedge | Add TLT +1% as duration hedge | -6 | -32 | BrokerD | LMT | 90 | null | null | Normal monitoring | -2 | -19 | 49 | 4 | false | Increase defensive factor exposure |
P6650 | Hands-off | IRA | USD | 2024-08-21 | 737,330 | 51,610 | 685,720 | 1 | 63.2 | 15 | 16.2 | 5.5 | TLT:14.8%;AMZN:24.1%;VOO:24.1%;BND:13.0%;GLD:24.1% | US:72.0;EU:10.4;APAC:12.3;EM:3.6;Other:1.6 | Value:+0.8;Growth:+0.7;Quality:0.0;Size:+1.0;Momentum:-0.7;LowVol:-0.3 | ESGOnly | 6 | 35 | 4.4 | trailing 8% | 159 | 19.9 | Sideways | 20 | 4.67 | 3.1 | 92 | 16 | 52 | 61 | false | Hedge | Add TLT +1% as duration hedge | -7 | -7 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 61 | -46 | 137 | 3 | false | Tax-aware sells next window |
P6651 | Opportunistic | Roth | USD | 2025-01-17 | 1,464,411 | 63,187 | 1,401,224 | 1 | 66.6 | 17.5 | 8.1 | 7.7 | MUB:34.4%;VTI:31.1%;AAPL:34.4% | US:71.5;EU:7.7;APAC:6.4;EM:10.7;Other:3.7 | Value:+0.6;Growth:-0.8;Quality:-0.1;Size:+0.1;Momentum:-0.8;LowVol:+0.2 | null | 10 | 35 | 6.6 | trailing 7% | 191 | 28.8 | Bear | 34.3 | 4.48 | 2.9 | 215 | -74 | 5 | 82 | true | Hedge | Buy index puts 1% notional | 0 | 6 | BrokerC | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -19 | -4 | -5 | 3 | false | Within IPS guidelines |
P6652 | Active | Roth | USD | 2025-12-01 | 1,072,203 | 101,300 | 970,903 | 1 | 69.8 | 19.7 | 3.3 | 7.2 | XLF:25.0%;QQQ:25.0%;HYG:25.0%;AAPL:25.0% | US:67.0;EU:10.2;APAC:11.8;EM:7.8;Other:3.2 | Value:+1.0;Growth:+0.4;Quality:-0.9;Size:+1.0;Momentum:-0.7;LowVol:+0.4 | null | 10 | 25 | 4.7 | trailing 8% | 230 | 25.6 | Bear | 26.9 | 3.2 | 1.6 | 198 | 28 | 65 | 79 | true | Hedge | Buy index puts 1% notional | 18 | -25 | BrokerC | LMT | 86 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -6 | -43 | 25 | 5 | false | Tax-aware sells next window |
P6653 | Cautious | Taxable | USD | 2025-10-04 | 817,253 | 75,431 | 741,822 | 1 | 40.5 | 42.6 | 0 | 16.9 | BND:25.5%;MUB:26.0%;QQQ:22.5%;GLD:26.0% | US:69.3;EU:9.4;APAC:9.4;EM:9.9;Other:2.0 | Value:+0.6;Growth:+0.2;Quality:-0.6;Size:-0.6;Momentum:-0.3;LowVol:+0.6 | MaxPos8%;NoMargin | 5 | 35 | 3.9 | trailing 10% | 101 | 15 | Sideways | 20.1 | 4.7 | 3 | 122 | 24 | 53 | 42 | false | Rebalance | Shift +1% to bonds from equity | 18 | -3 | BrokerA | MKT | 98 | null | null | Normal monitoring | -20 | 7 | 100 | 3 | false | Tighten stops on momentum names |
P6654 | Active | Trust | USD | 2025-08-23 | 2,375,368 | 236,523 | 2,138,845 | 1.15 | 64.6 | 29 | 0 | 6.4 | QQQ:23.4%;IEF:15.1%;MUB:23.4%;AMZN:23.4%;AAPL:14.7% | US:68.3;EU:10.5;APAC:11.1;EM:9.0;Other:1.1 | Value:+0.1;Growth:+0.1;Quality:-0.5;Size:-0.2;Momentum:+0.6;LowVol:+0.3 | null | 7 | 35 | 4.2 | trailing 8% | 185 | 25.6 | Bear | 23.3 | 4.31 | 1.6 | 209 | 2 | 57 | 71 | true | Rebalance | Rebalance back to target bands | 2 | -4 | BrokerC | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 71 | -18 | 169 | 4 | false | Monitor dispersion and breadth |
P6655 | Hands-off | Roth | USD | 2024-11-25 | 686,260 | 27,549 | 658,711 | 1 | 64.6 | 22.7 | 4 | 8.7 | BND:21.6%;HYG:9.1%;TLT:6.8%;VTI:20.5%;MUB:21.6%;BRK.B:20.4% | US:74.4;EU:5.2;APAC:8.9;EM:11.4;Other:0.1 | Value:+1.0;Growth:+0.8;Quality:+0.4;Size:+0.7;Momentum:+0.1;LowVol:-0.3 | null | 7 | 35 | 3.4 | trailing 8% | 111 | 16.3 | Volatile | 22.6 | 4.17 | 3.2 | 125 | -30 | 28 | 63 | false | Buy | Add to core equity +1% | -13 | -36 | BrokerB | LMT | 90 | null | null | Normal monitoring | 82 | 11 | 112 | 4 | false | Monitor dispersion and breadth |
P6656 | Active | IRA | USD | 2024-09-05 | 1,695,441 | 197,471 | 1,497,970 | 1.24 | 57.4 | 22.8 | 13.8 | 6 | MSFT:33.3%;BRK.B:33.3%;BND:33.3% | US:61.8;EU:12.6;APAC:8.6;EM:11.5;Other:5.5 | Value:-0.9;Growth:+0.5;Quality:+0.3;Size:-0.0;Momentum:+0.5;LowVol:+0.2 | NoDerivatives | 8 | 35 | 5.5 | trailing 8% | 201 | 26.2 | Bear | 35 | 3.61 | 2.8 | 185 | -104 | 5 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | 0 | BrokerD | VWAP | 87 | VAR>budget | Reduce | Risk above budget threshold | -14 | 19 | 122 | 3 | false | Tax-aware sells next window |
P6657 | Active | Roth | USD | 2025-05-04 | 1,809,817 | 207,951 | 1,601,866 | 1 | 65 | 23.4 | 4.6 | 7.1 | VOO:33.3%;BND:33.3%;TLT:33.3% | US:70.6;EU:6.7;APAC:9.6;EM:8.8;Other:4.3 | Value:+0.8;Growth:+1.0;Quality:-0.7;Size:+0.6;Momentum:-0.2;LowVol:-0.5 | null | 10 | 25 | 5.7 | trailing 8% | 218 | 24.3 | Bull | 17.1 | 4.07 | 3 | 89 | 105 | 90 | 48 | false | Rebalance | Shift +1% to bonds from equity | 34 | -38 | BrokerD | MKT | 87 | null | null | Normal monitoring | -15 | -40 | 106 | 3 | false | Increase defensive factor exposure |
P6658 | Active | Trust | USD | 2025-01-25 | 705,377 | 61,375 | 644,002 | 1.16 | 61.8 | 27.8 | 4.1 | 6.3 | TLT:33.3%;VNQ:33.3%;MUB:33.3% | US:75.3;EU:7.6;APAC:8.4;EM:5.3;Other:3.4 | Value:-0.2;Growth:0.0;Quality:-0.9;Size:+0.5;Momentum:+0.3;LowVol:+0.2 | MaxPos7% | 7 | 35 | 4.9 | trailing 8% | 177 | 23.7 | Bear | 32.8 | 3.66 | 2.5 | 209 | 35 | 57 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | 12 | BrokerD | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -31 | -13 | 92 | 5 | true | Monitor dispersion and breadth |
P6659 | Systematic | Taxable | USD | 2025-11-15 | 1,640,804 | 117,229 | 1,523,575 | 1 | 60.7 | 22.4 | 9.2 | 7.7 | GLD:33.3%;TLT:33.3%;TSLA:33.3% | US:60.6;EU:15.4;APAC:12.9;EM:10.6;Other:0.4 | Value:+0.1;Growth:-0.0;Quality:+0.5;Size:+0.7;Momentum:-0.7;LowVol:-0.4 | null | 7 | 25 | 4.4 | hard 12% | 196 | 21.8 | Bull | 16.2 | 4.23 | 2.7 | 116 | 21 | 46 | 49 | false | Hedge | Add TLT +1% as duration hedge | -10 | -34 | BrokerB | MKT | 85 | null | null | Normal monitoring | 103 | -52 | 121 | 5 | false | Tax-aware sells next window |
P6660 | Active | 401k | USD | 2025-02-21 | 2,269,589 | 260,393 | 2,009,196 | 1 | 52.2 | 22 | 20 | 5.7 | GLD:19.8%;QQQ:22.1%;HYG:22.1%;TLT:13.8%;XLF:22.1% | US:64.6;EU:19.0;APAC:8.1;EM:4.7;Other:3.7 | Value:-0.9;Growth:-0.7;Quality:-0.3;Size:0.0;Momentum:-0.0;LowVol:+1.0 | NoDerivatives | 8 | 25 | 5.3 | hard 12% | 127 | 19.2 | Bear | 28.8 | 3.98 | 1.6 | 207 | -103 | 5 | 74 | true | Hedge | Buy index puts 1% notional | 17 | -37 | BrokerA | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 26 | -35 | 60 | 5 | false | Monitor dispersion and breadth |
P6661 | Hands-off | Trust | USD | 2025-08-11 | 284,961 | 18,013 | 266,948 | 1 | 61 | 30 | 0 | 8.9 | QQQ:7.6%;VTI:22.5%;AMZN:22.5%;TLT:19.1%;VNQ:13.5%;XLF:14.8% | US:70.2;EU:14.0;APAC:6.5;EM:6.7;Other:2.7 | Value:-0.3;Growth:-0.0;Quality:-0.6;Size:+0.2;Momentum:+0.5;LowVol:-0.7 | ESGOnly;MaxPos7% | 7 | 25 | 4.9 | trailing 10% | 98 | 13.9 | Bull | 12.3 | 3.82 | 2.2 | 72 | 36 | 68 | 44 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -18 | BrokerC | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -8 | -59 | 18 | 5 | false | Tax-aware sells next window |
P6662 | Cautious | Roth | USD | 2024-09-23 | 850,768 | 82,237 | 768,531 | 1 | 43.4 | 30.6 | 9.5 | 16.6 | MSFT:14.5%;AMZN:23.3%;TLT:23.3%;IEF:10.6%;VNQ:10.4%;HYG:18.0% | US:69.4;EU:17.2;APAC:6.9;EM:3.7;Other:2.8 | Value:+0.6;Growth:-0.5;Quality:-0.6;Size:+0.8;Momentum:-0.7;LowVol:+0.9 | NoMargin | 10 | 35 | 3.5 | trailing 8% | 129 | 19.5 | Volatile | 28.7 | 5.28 | 4.4 | 158 | 26 | 61 | 65 | false | Buy | Add to core equity +1% | -9 | -23 | BrokerA | LMT | 87 | null | null | Normal monitoring | 30 | -48 | 7 | 3 | false | Increase defensive factor exposure |
P6663 | Active | Roth | USD | 2024-08-23 | 1,151,329 | 136,929 | 1,014,400 | 1 | 56.5 | 30.7 | 3.8 | 9 | VNQ:33.3%;TLT:33.3%;AMZN:33.3% | US:61.0;EU:12.0;APAC:10.8;EM:11.0;Other:5.2 | Value:-0.6;Growth:+0.6;Quality:+0.7;Size:+0.6;Momentum:+0.2;LowVol:+0.7 | MaxPos7%;NoDerivatives | 8 | 30 | 4.1 | trailing 9% | 121 | 24.8 | Sideways | 17.6 | 4.4 | 2.1 | 107 | -3 | 54 | 47 | false | Buy | Add to core equity +1% | -13 | -32 | BrokerB | MKT | 92 | null | null | Normal monitoring | 4 | -48 | -7 | 5 | false | Increase defensive factor exposure |
P6664 | Active | IRA | USD | 2025-07-19 | 2,469,238 | 283,213 | 2,186,025 | 1 | 67.7 | 22.9 | 0.4 | 9 | XLF:23.0%;IEF:23.0%;MUB:16.2%;VNQ:23.0%;AMZN:14.9% | US:69.5;EU:13.0;APAC:6.5;EM:10.9;Other:0.1 | Value:+0.4;Growth:+0.5;Quality:-0.2;Size:+0.7;Momentum:-0.2;LowVol:-0.2 | NoDerivatives | 6 | 35 | 5 | hard 12% | 147 | 25.3 | Volatile | 23.5 | 4.95 | 4 | 172 | 45 | 85 | 65 | false | Rebalance | Shift +1% to bonds from equity | -12 | -24 | BrokerC | VWAP | 88 | null | null | Normal monitoring | 47 | -31 | 163 | 3 | false | Monitor dispersion and breadth |
P6665 | Opportunistic | IRA | USD | 2024-12-16 | 958,756 | 42,597 | 916,159 | 1.07 | 66.6 | 13.4 | 13.2 | 6.8 | AAPL:24.6%;QQQ:25.1%;VTI:25.1%;TSLA:25.1% | US:74.3;EU:6.4;APAC:6.4;EM:10.8;Other:2.2 | Value:+0.2;Growth:+0.7;Quality:+0.1;Size:-0.7;Momentum:+0.3;LowVol:+0.5 | MaxPos7% | 10 | 30 | 6.9 | trailing 7% | 254 | 33.9 | Bull | 12.7 | 3.64 | 3.3 | 91 | 18 | 51 | 40 | false | Rebalance | Shift +1% to bonds from equity | 16 | -32 | BrokerB | MKT | 91 | null | null | Normal monitoring | -13 | -49 | -26 | 5 | false | Tax-aware sells next window |
P6666 | Systematic | Trust | USD | 2024-09-16 | 1,787,068 | 175,049 | 1,612,019 | 1 | 67.4 | 24.5 | 2.4 | 5.6 | AAPL:33.3%;GLD:33.3%;MUB:33.3% | US:59.3;EU:15.1;APAC:12.4;EM:9.1;Other:4.1 | Value:-0.2;Growth:+1.0;Quality:-0.8;Size:+0.5;Momentum:+0.1;LowVol:+0.6 | MaxPos6% | 7 | 30 | 5.6 | trailing 9% | 196 | 24.5 | Sideways | 16 | 4.07 | 2 | 125 | 52 | 88 | 49 | false | Sell | Trim extended winner -1% | 1 | -19 | BrokerC | LMT | 95 | null | null | Normal monitoring | 61 | -44 | 75 | 4 | false | Tax-aware sells next window |
P6667 | Systematic | Trust | USD | 2025-08-16 | 1,707,867 | 132,671 | 1,575,196 | 1 | 55.8 | 26.6 | 10.9 | 6.7 | MSFT:21.0%;TLT:15.8%;BND:13.0%;HYG:19.3%;VNQ:13.7%;XLF:17.3% | US:57.1;EU:16.4;APAC:13.0;EM:10.7;Other:2.9 | Value:-0.6;Growth:-0.4;Quality:-0.2;Size:+0.1;Momentum:-0.7;LowVol:-0.3 | null | 6 | 30 | 4.8 | trailing 9% | 211 | 23.2 | Bear | 33.3 | 3.28 | 1.6 | 213 | -71 | 13 | 87 | true | Reduce | Cut high-beta by 2-3%, add cash | 13 | -31 | BrokerA | MKT | 85 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 41 | -4 | 14 | 3 | false | Tax-aware sells next window |
P6668 | Systematic | Roth | USD | 2025-06-05 | 1,745,723 | 127,074 | 1,618,649 | 1 | 62.2 | 23.2 | 7.3 | 7.3 | GLD:26.8%;AAPL:26.8%;BRK.B:26.8%;XLF:19.7% | US:68.7;EU:8.2;APAC:8.2;EM:13.2;Other:1.8 | Value:+0.4;Growth:+0.6;Quality:-0.3;Size:+0.3;Momentum:+0.4;LowVol:-0.4 | NoDerivatives | 6 | 25 | 5.9 | trailing 8% | 149 | 18.9 | Volatile | 25.7 | 4.92 | 3.9 | 121 | 26 | 50 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | 8 | BrokerB | MKT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -18 | -58 | -43 | 5 | false | Monitor dispersion and breadth |
P6669 | Hands-off | Taxable | USD | 2025-09-01 | 184,125 | 15,113 | 169,012 | 1 | 65.5 | 26.5 | 0 | 8 | VNQ:9.6%;TLT:24.3%;GLD:24.3%;MSFT:17.6%;AMZN:24.3% | US:69.7;EU:15.8;APAC:6.3;EM:5.1;Other:3.1 | Value:+0.7;Growth:+0.2;Quality:+0.2;Size:+0.8;Momentum:+0.4;LowVol:+0.4 | ESGOnly | 10 | 25 | 4 | hard 10% | 157 | 16.2 | Volatile | 25.1 | 5.12 | 4.3 | 125 | 15 | 67 | 65 | false | Rebalance | Shift +1% to bonds from equity | 28 | 3 | BrokerC | MKT | 99 | null | null | Normal monitoring | -21 | -52 | 2 | 3 | false | Tax-aware sells next window |
P6670 | Cautious | Roth | USD | 2024-07-24 | 321,035 | 49,762 | 271,273 | 1 | 41.3 | 43 | 2.6 | 13.1 | MUB:18.3%;BND:16.9%;TSLA:12.9%;IEF:19.5%;AAPL:10.3%;TLT:22.1% | US:76.4;EU:9.0;APAC:5.9;EM:5.0;Other:3.7 | Value:-0.8;Growth:-0.1;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:+0.9 | MaxPos6%;NoDerivatives;NoMargin | 10 | 30 | 4.1 | trailing 8% | 93 | 13.5 | Bear | 30.3 | 3.76 | 1.6 | 190 | -60 | 15 | 65 | true | Rebalance | Rebalance back to target bands | 7 | -11 | BrokerD | LMT | 93 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -39 | -51 | 55 | 3 | false | Increase defensive factor exposure |
P6671 | Opportunistic | Trust | USD | 2024-07-10 | 693,268 | 55,932 | 637,336 | 1 | 62.7 | 16.8 | 13.9 | 6.5 | VNQ:21.3%;GLD:14.9%;BRK.B:24.0%;TLT:15.9%;AAPL:24.0% | US:61.8;EU:16.4;APAC:11.9;EM:4.9;Other:5.0 | Value:+0.9;Growth:-0.9;Quality:-1.0;Size:-0.3;Momentum:-0.4;LowVol:-0.8 | NoDerivatives | 10 | 30 | 6.8 | hard 12% | 246 | 26.1 | Bull | 12.3 | 4.84 | 2.8 | 80 | 85 | 100 | 41 | false | Rebalance | Shift +1% to bonds from equity | 31 | 14 | BrokerD | LMT | 96 | null | null | Normal monitoring | -15 | -17 | 2 | 5 | false | Within IPS guidelines |
P6672 | Active | Roth | USD | 2025-12-12 | 705,493 | 52,334 | 653,159 | 1 | 64.3 | 21.6 | 6.5 | 7.6 | MUB:21.0%;XLF:26.3%;TSLA:26.3%;BRK.B:26.3% | US:63.8;EU:9.1;APAC:11.8;EM:11.1;Other:4.2 | Value:+0.8;Growth:-0.6;Quality:-0.2;Size:-0.7;Momentum:-0.2;LowVol:+0.2 | null | 6 | 35 | 4.6 | trailing 8% | 219 | 27.4 | Bull | 17.5 | 4.66 | 2.5 | 112 | 68 | 90 | 58 | false | Rebalance | Shift +1% to bonds from equity | 2 | -37 | BrokerA | LMT | 97 | null | null | Normal monitoring | -47 | -28 | 73 | 3 | false | Tighten stops on momentum names |
P6673 | Opportunistic | 401k | USD | 2025-08-23 | 578,082 | 27,343 | 550,739 | 1 | 69.1 | 20 | 6.2 | 4.7 | AMZN:22.2%;IEF:25.9%;BND:25.9%;XLF:25.9% | US:65.5;EU:8.5;APAC:10.2;EM:11.9;Other:3.9 | Value:+0.1;Growth:+0.8;Quality:+0.5;Size:-0.9;Momentum:+0.6;LowVol:-0.9 | null | 5 | 25 | 5 | trailing 7% | 261 | 26.8 | Bull | 17.7 | 4.75 | 2.8 | 116 | 30 | 66 | 59 | false | Sell | Trim extended winner -1% | 31 | -18 | BrokerD | MKT | 92 | null | null | Normal monitoring | 0 | 4 | 101 | 3 | false | Tighten stops on momentum names |
P6674 | Active | Roth | USD | 2024-08-22 | 1,714,057 | 167,257 | 1,546,800 | 1 | 60 | 30.6 | 2 | 7.4 | XLF:26.4%;QQQ:26.4%;AAPL:20.9%;TSLA:26.4% | US:58.2;EU:14.0;APAC:14.3;EM:8.8;Other:4.7 | Value:+0.2;Growth:-0.8;Quality:+0.2;Size:+0.6;Momentum:-0.0;LowVol:-0.8 | null | 6 | 25 | 5.9 | trailing 8% | 126 | 23.6 | Volatile | 26.2 | 4.85 | 4 | 138 | -48 | 20 | 69 | false | NoAction | Within bands; monitor | 24 | -36 | BrokerD | LMT | 97 | null | null | Normal monitoring | 14 | -9 | 29 | 5 | false | Tax-aware sells next window |
P6675 | Hands-off | Roth | USD | 2025-08-18 | 633,320 | 55,241 | 578,079 | 1 | 66.4 | 25.8 | 0 | 7.8 | AMZN:34.2%;HYG:31.6%;TLT:34.2% | US:64.7;EU:10.3;APAC:14.5;EM:8.8;Other:1.7 | Value:-0.3;Growth:+0.5;Quality:+0.1;Size:-0.3;Momentum:+0.6;LowVol:-0.7 | ESGOnly | 6 | 25 | 5.2 | hard 10% | 147 | 12.1 | Bear | 25.7 | 4.19 | 2.8 | 150 | -84 | 21 | 80 | true | Hedge | Buy index puts 1% notional | -4 | -4 | BrokerD | MKT | 95 | VAR>budget | Reduce | Risk above budget threshold | 79 | -55 | 55 | 5 | false | Monitor dispersion and breadth |
P6676 | Hands-off | Roth | USD | 2025-03-21 | 556,766 | 42,562 | 514,204 | 1 | 55 | 24.3 | 12.2 | 8.5 | HYG:11.8%;VTI:23.5%;BND:17.7%;XLF:23.5%;QQQ:23.5% | US:53.6;EU:17.4;APAC:13.5;EM:11.0;Other:4.5 | Value:-0.4;Growth:-0.4;Quality:+0.7;Size:-0.4;Momentum:-0.9;LowVol:-0.5 | ESGOnly | 10 | 25 | 5.4 | trailing 8% | 155 | 18.7 | Volatile | 25.5 | 5.11 | 2.1 | 169 | -48 | 30 | 66 | false | Hedge | Add TLT +1% as duration hedge | 0 | -28 | BrokerB | LMT | 88 | null | null | Normal monitoring | 96 | -45 | 98 | 5 | false | Tax-aware sells next window |
P6677 | Hands-off | Taxable | USD | 2025-04-18 | 546,029 | 43,929 | 502,100 | 1 | 68.8 | 18.6 | 3.9 | 8.7 | GLD:26.9%;AAPL:19.4%;AMZN:26.9%;BRK.B:26.9% | US:70.7;EU:13.6;APAC:8.2;EM:6.0;Other:1.5 | Value:0.0;Growth:+0.1;Quality:+0.3;Size:+1.0;Momentum:+0.2;LowVol:+0.8 | ESGOnly | 8 | 25 | 5.5 | hard 10% | 144 | 15.4 | Sideways | 16.8 | 4.12 | 2.5 | 113 | -23 | 45 | 49 | false | Rebalance | Shift +1% to bonds from equity | 10 | 6 | BrokerB | MKT | 91 | null | null | Normal monitoring | 89 | -1 | 190 | 5 | false | Tax-aware sells next window |
P6678 | Cautious | IRA | USD | 2025-03-04 | 666,720 | 58,526 | 608,194 | 1 | 51.1 | 34.1 | 0 | 14.9 | QQQ:33.3%;BRK.B:33.3%;MUB:33.3% | US:73.5;EU:10.2;APAC:9.6;EM:3.3;Other:3.4 | Value:-0.5;Growth:+0.2;Quality:+0.9;Size:-0.3;Momentum:-0.7;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 6 | 30 | 3.3 | trailing 10% | 145 | 19.5 | Bull | 14.3 | 3.63 | 3.2 | 117 | 96 | 83 | 35 | false | Buy | Add to core equity +1% | 3 | -32 | BrokerA | MKT | 85 | null | null | Normal monitoring | 66 | 10 | 106 | 3 | false | Within IPS guidelines |
P6679 | Active | Trust | USD | 2025-08-16 | 1,356,245 | 95,012 | 1,261,233 | 1.16 | 66.3 | 28.5 | 0 | 5.1 | BND:20.8%;VNQ:20.5%;BRK.B:20.8%;QQQ:18.7%;TLT:6.9%;AAPL:12.3% | US:62.0;EU:17.5;APAC:14.7;EM:5.0;Other:0.8 | Value:-1.0;Growth:-0.1;Quality:-0.9;Size:-0.7;Momentum:-0.4;LowVol:-0.9 | null | 6 | 30 | 4.6 | trailing 9% | 215 | 27.1 | Volatile | 25 | 3.88 | 2.9 | 124 | -28 | 29 | 61 | true | Hedge | Buy index puts 1% notional | 20 | -38 | BrokerC | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 109 | -57 | 244 | 3 | false | Increase defensive factor exposure |
P6680 | Hands-off | Roth | USD | 2024-11-21 | 203,409 | 19,699 | 183,710 | 1 | 66.4 | 15.4 | 11.5 | 6.7 | QQQ:21.9%;VTI:7.2%;MSFT:21.3%;BRK.B:14.1%;BND:21.9%;HYG:13.5% | US:63.8;EU:12.6;APAC:10.3;EM:8.4;Other:4.8 | Value:+0.3;Growth:-1.0;Quality:+0.3;Size:-0.5;Momentum:-0.8;LowVol:-0.2 | MaxPos6% | 8 | 30 | 5.7 | hard 10% | 159 | 18.1 | Bull | 14.8 | 4.23 | 2.6 | 78 | 47 | 59 | 56 | true | Rebalance | Rebalance back to target bands | -12 | -23 | BrokerC | LMT | 85 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 38 | -47 | 118 | 4 | false | Within IPS guidelines |
P6681 | Hands-off | IRA | USD | 2024-09-07 | 630,535 | 25,927 | 604,608 | 1 | 64.6 | 28 | 0 | 7.4 | MUB:23.5%;TLT:23.5%;MSFT:20.6%;VOO:11.5%;AMZN:20.9% | US:76.2;EU:8.9;APAC:8.6;EM:4.6;Other:1.8 | Value:+0.1;Growth:-0.7;Quality:+0.8;Size:-0.9;Momentum:-0.7;LowVol:+0.1 | null | 8 | 35 | 4.7 | hard 10% | 130 | 18.9 | Volatile | 22.8 | 4.19 | 3.5 | 174 | -55 | 27 | 72 | true | Hedge | Buy index puts 1% notional | 4 | -39 | BrokerB | VWAP | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -48 | -9 | -62 | 5 | false | Increase defensive factor exposure |
P6682 | Opportunistic | 401k | USD | 2024-08-25 | 684,780 | 59,106 | 625,674 | 1 | 62.2 | 15 | 16.1 | 6.7 | IEF:12.6%;BND:20.3%;GLD:6.4%;VOO:18.6%;QQQ:21.1%;TLT:21.1% | US:66.0;EU:12.8;APAC:11.6;EM:7.9;Other:1.6 | Value:+0.4;Growth:-0.6;Quality:+0.2;Size:-0.6;Momentum:-0.7;LowVol:-0.9 | null | 6 | 25 | 6.1 | hard 12% | 198 | 30.9 | Bull | 12.6 | 4.28 | 3.5 | 83 | 83 | 94 | 33 | false | Buy | Add to core equity +1% | 18 | -30 | BrokerA | MKT | 85 | null | null | Normal monitoring | 97 | -12 | 153 | 4 | false | Monitor dispersion and breadth |
P6683 | Cautious | Roth | USD | 2025-06-08 | 185,626 | 21,398 | 164,228 | 1 | 40.3 | 38.8 | 7.7 | 13.2 | AMZN:15.7%;TLT:9.4%;VOO:22.6%;IEF:18.8%;BRK.B:22.6%;XLF:10.8% | US:65.8;EU:11.8;APAC:14.2;EM:5.1;Other:3.1 | Value:-0.8;Growth:+0.8;Quality:+0.8;Size:+0.5;Momentum:+0.5;LowVol:+0.2 | ESGOnly;MaxPos7%;NoMargin | 5 | 25 | 4.7 | hard 10% | 161 | 19.9 | Bull | 15.2 | 4.86 | 3 | 113 | 21 | 54 | 32 | false | Rebalance | Shift +1% to bonds from equity | -15 | -26 | BrokerC | LMT | 95 | null | null | Normal monitoring | 117 | -15 | 211 | 4 | false | Tax-aware sells next window |
P6684 | Opportunistic | Roth | USD | 2025-04-24 | 444,262 | 22,792 | 421,470 | 1 | 70.7 | 20.3 | 2.9 | 6.1 | QQQ:23.0%;GLD:25.7%;AAPL:25.7%;IEF:25.7% | US:72.6;EU:12.4;APAC:8.6;EM:4.6;Other:1.8 | Value:+1.0;Growth:-0.9;Quality:-0.8;Size:-0.9;Momentum:-0.1;LowVol:-0.1 | MaxPos7%;NoDerivatives | 8 | 30 | 5.1 | trailing 7% | 264 | 23.1 | Volatile | 26 | 4.06 | 3.9 | 120 | -60 | 9 | 78 | true | Rebalance | Rebalance back to target bands | -9 | 11 | BrokerD | MKT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -30 | -3 | 89 | 4 | false | Monitor dispersion and breadth |
P6685 | Cautious | 401k | USD | 2024-12-13 | 436,926 | 36,021 | 400,905 | 1 | 42.6 | 35.6 | 8.2 | 13.5 | VNQ:25.6%;VTI:25.6%;BND:25.6%;XLF:23.3% | US:65.7;EU:19.1;APAC:5.9;EM:5.2;Other:4.1 | Value:+0.4;Growth:+0.1;Quality:-0.9;Size:+0.4;Momentum:+0.7;LowVol:-0.9 | MaxPos7%;NoMargin | 7 | 25 | 6 | hard 10% | 108 | 13.2 | Bull | 15.7 | 4.48 | 3.1 | 93 | 119 | 100 | 38 | false | Buy | Add to core equity +1% | 14 | -30 | BrokerC | LMT | 88 | null | null | Normal monitoring | 74 | -39 | 209 | 3 | false | Monitor dispersion and breadth |
P6686 | Cautious | Taxable | USD | 2025-08-12 | 345,356 | 52,317 | 293,039 | 1 | 49.1 | 33.6 | 0 | 17.2 | IEF:22.1%;VTI:22.1%;BND:12.4%;AMZN:22.1%;VNQ:21.2% | US:70.5;EU:8.7;APAC:12.8;EM:5.6;Other:2.4 | Value:-0.4;Growth:+0.3;Quality:-0.6;Size:0.0;Momentum:-0.5;LowVol:-0.1 | ESGOnly;MaxPos5%;NoMargin | 7 | 35 | 3.7 | hard 10% | 91 | 13.9 | Bear | 33 | 4.07 | 1.5 | 218 | -107 | 5 | 79 | true | Rebalance | Rebalance back to target bands | 10 | 4 | BrokerA | LMT | 87 | VAR>budget | Reduce | Risk above budget threshold | -53 | -25 | 84 | 5 | false | Tax-aware sells next window |
P6687 | Systematic | 401k | USD | 2024-08-15 | 711,983 | 57,157 | 654,826 | 1 | 66.8 | 22.1 | 5.6 | 5.5 | IEF:33.3%;VNQ:33.3%;HYG:33.3% | US:63.8;EU:18.6;APAC:6.2;EM:7.5;Other:3.9 | Value:+0.3;Growth:+0.6;Quality:-0.4;Size:+0.9;Momentum:+0.1;LowVol:-0.2 | null | 5 | 25 | 4.9 | trailing 9% | 181 | 25.3 | Bull | 12.1 | 3.52 | 2.7 | 95 | 92 | 94 | 48 | false | Rebalance | Shift +1% to bonds from equity | 21 | -3 | BrokerB | LMT | 89 | null | null | Normal monitoring | 46 | -4 | 86 | 5 | false | Increase defensive factor exposure |
P6688 | Hands-off | IRA | USD | 2024-07-29 | 839,975 | 34,693 | 805,282 | 1 | 69.8 | 21.5 | 0 | 8.7 | VTI:33.3%;BND:33.3%;IEF:33.3% | US:60.4;EU:12.6;APAC:13.6;EM:12.8;Other:0.6 | Value:+0.4;Growth:-0.4;Quality:-0.3;Size:-0.0;Momentum:+0.3;LowVol:+0.2 | null | 6 | 30 | 3.9 | trailing 8% | 98 | 17.3 | Bull | 12.1 | 3.86 | 2.4 | 80 | 13 | 56 | 45 | false | Rebalance | Shift +1% to bonds from equity | 27 | 14 | BrokerD | MKT | 94 | null | null | Normal monitoring | -57 | -43 | -5 | 3 | false | Tax-aware sells next window |
P6689 | Hands-off | Taxable | USD | 2025-03-27 | 353,138 | 30,747 | 322,391 | 1 | 68 | 24 | 1.9 | 6.1 | VOO:23.4%;MSFT:25.5%;TLT:25.5%;IEF:25.5% | US:65.7;EU:7.0;APAC:11.3;EM:11.0;Other:5.0 | Value:-0.7;Growth:+0.3;Quality:-0.4;Size:-0.0;Momentum:+0.4;LowVol:+0.2 | MaxPos6% | 8 | 35 | 5.6 | hard 10% | 124 | 13.2 | Bull | 16.7 | 3.92 | 2.1 | 102 | 90 | 91 | 46 | false | Rebalance | Shift +1% to bonds from equity | -1 | -28 | BrokerD | MKT | 92 | null | null | Normal monitoring | 52 | -33 | 149 | 3 | false | Monitor dispersion and breadth |
P6690 | Hands-off | Roth | USD | 2025-12-03 | 283,039 | 14,412 | 268,627 | 1 | 72.8 | 17.8 | 0 | 9.4 | XLF:10.1%;AMZN:21.5%;GLD:16.9%;IEF:21.5%;TLT:9.8%;BRK.B:20.2% | US:63.4;EU:12.9;APAC:11.7;EM:9.1;Other:2.9 | Value:-1.0;Growth:+0.8;Quality:-0.1;Size:-0.4;Momentum:-0.7;LowVol:+0.4 | null | 10 | 30 | 5.7 | hard 10% | 169 | 19.1 | Bear | 27.7 | 3.75 | 1.2 | 203 | -7 | 44 | 89 | true | Hedge | Buy index puts 1% notional | 30 | -1 | BrokerD | VWAP | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 27 | 20 | 45 | 3 | false | Monitor dispersion and breadth |
P6691 | Active | IRA | USD | 2025-09-26 | 1,100,302 | 98,889 | 1,001,413 | 1 | 66.5 | 26.7 | 0 | 6.8 | MSFT:23.5%;TSLA:23.5%;VTI:11.6%;TLT:8.2%;AMZN:23.5%;VOO:9.7% | US:60.2;EU:19.6;APAC:7.0;EM:11.9;Other:1.3 | Value:-0.2;Growth:+0.6;Quality:-0.6;Size:-0.9;Momentum:+0.2;LowVol:-1.0 | null | 5 | 35 | 5.6 | hard 12% | 214 | 23.4 | Sideways | 16 | 4.25 | 3.3 | 100 | 48 | 88 | 59 | false | Rebalance | Shift +1% to bonds from equity | 17 | 11 | BrokerA | LMT | 99 | null | null | Normal monitoring | -46 | -19 | -35 | 4 | false | Tighten stops on momentum names |
P6692 | Cautious | Roth | USD | 2025-01-01 | 166,092 | 18,798 | 147,294 | 1 | 45 | 42.4 | 0 | 12.6 | BRK.B:19.6%;IEF:23.8%;AMZN:23.8%;MSFT:9.0%;GLD:23.8% | US:67.5;EU:12.8;APAC:12.9;EM:3.1;Other:3.7 | Value:-0.7;Growth:+0.5;Quality:-0.5;Size:-0.3;Momentum:+0.5;LowVol:+0.5 | ESGOnly;NoMargin | 6 | 30 | 3.4 | trailing 8% | 112 | 16.1 | Sideways | 18.4 | 3.96 | 2.3 | 103 | -28 | 24 | 42 | false | Hedge | Add TLT +1% as duration hedge | 25 | -17 | BrokerC | LMT | 95 | null | null | Normal monitoring | 57 | -7 | 177 | 5 | false | Tax-aware sells next window |
P6693 | Active | Roth | USD | 2024-11-15 | 554,650 | 35,722 | 518,928 | 1 | 64.9 | 24.4 | 4.4 | 6.4 | BND:27.2%;TSLA:27.2%;VTI:25.2%;AAPL:20.5% | US:70.9;EU:10.3;APAC:11.2;EM:5.7;Other:1.9 | Value:0.0;Growth:+0.2;Quality:+0.9;Size:+0.1;Momentum:-0.0;LowVol:-0.7 | MaxPos8% | 7 | 35 | 5.9 | trailing 9% | 167 | 22.3 | Bull | 14.5 | 4.95 | 2.7 | 103 | 8 | 53 | 50 | false | Sell | Trim extended winner -1% | -1 | -40 | BrokerD | MKT | 91 | null | null | Normal monitoring | 104 | -20 | 167 | 4 | false | Tighten stops on momentum names |
P6694 | Active | Taxable | USD | 2025-09-08 | 950,474 | 87,911 | 862,563 | 1 | 53 | 28.1 | 11.4 | 7.5 | VNQ:25.1%;VOO:25.1%;QQQ:13.0%;BND:14.6%;AAPL:22.2% | US:65.0;EU:9.9;APAC:13.6;EM:7.1;Other:4.5 | Value:+0.6;Growth:-0.6;Quality:-0.1;Size:-0.4;Momentum:+0.2;LowVol:+0.7 | null | 7 | 30 | 4.2 | hard 12% | 167 | 26 | Sideways | 17.1 | 3.78 | 3 | 105 | 32 | 78 | 39 | false | NoAction | Within bands; monitor | -13 | -4 | BrokerC | LMT | 100 | null | null | Normal monitoring | 22 | -9 | 27 | 3 | false | Increase defensive factor exposure |
P6695 | Hands-off | IRA | USD | 2025-11-12 | 598,949 | 36,050 | 562,899 | 1 | 58 | 16.8 | 20 | 5.2 | QQQ:29.5%;BND:35.2%;IEF:35.2% | US:76.6;EU:5.2;APAC:11.0;EM:4.6;Other:2.6 | Value:-0.3;Growth:+0.9;Quality:-0.5;Size:-0.3;Momentum:+0.5;LowVol:+0.2 | ESGOnly;MaxPos5% | 6 | 30 | 5.3 | trailing 10% | 105 | 18.2 | Bull | 15.4 | 3.51 | 2.2 | 114 | 86 | 86 | 47 | false | Buy | Add to core equity +1% | 31 | -33 | BrokerD | LMT | 89 | null | null | Normal monitoring | 66 | 9 | 190 | 5 | false | Tighten stops on momentum names |
P6696 | Cautious | IRA | USD | 2025-02-25 | 754,323 | 82,135 | 672,188 | 1 | 48 | 41.7 | 0 | 10.3 | HYG:20.5%;BND:10.4%;MUB:20.5%;VNQ:14.1%;MSFT:15.2%;TLT:19.3% | US:70.2;EU:12.6;APAC:7.0;EM:7.9;Other:2.3 | Value:-0.8;Growth:-0.0;Quality:-0.9;Size:-0.0;Momentum:+0.9;LowVol:-0.7 | NoDerivatives;NoMargin | 8 | 30 | 4.6 | trailing 8% | 167 | 20 | Bull | 13.1 | 4.87 | 2.6 | 110 | 64 | 69 | 39 | false | Rebalance | Shift +1% to bonds from equity | -9 | 10 | BrokerB | VWAP | 89 | null | null | Normal monitoring | 84 | 10 | 222 | 3 | false | Within IPS guidelines |
P6697 | Active | IRA | USD | 2025-09-26 | 754,687 | 69,429 | 685,258 | 1.15 | 65.4 | 26.9 | 1.1 | 6.6 | TSLA:18.8%;MSFT:22.9%;QQQ:22.9%;BRK.B:22.9%;HYG:12.4% | US:67.8;EU:10.9;APAC:10.1;EM:6.5;Other:4.7 | Value:-0.8;Growth:-0.8;Quality:+0.3;Size:+0.7;Momentum:+0.2;LowVol:+0.7 | null | 6 | 35 | 5.6 | hard 12% | 221 | 26.7 | Bear | 34.2 | 4.19 | 2.4 | 163 | 11 | 52 | 92 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | 9 | BrokerB | MKT | 99 | VAR>budget | TightenStops | Risk above budget threshold | 0 | -24 | 37 | 5 | false | Tax-aware sells next window |
P6698 | Hands-off | IRA | USD | 2025-02-27 | 519,630 | 43,949 | 475,681 | 1 | 70.9 | 23.4 | 0 | 5.8 | VOO:12.0%;TSLA:14.4%;IEF:19.0%;AMZN:16.7%;XLF:18.5%;HYG:19.3% | US:63.8;EU:9.2;APAC:14.2;EM:7.9;Other:4.9 | Value:-1.0;Growth:-0.5;Quality:+0.8;Size:+0.8;Momentum:-0.1;LowVol:+0.5 | ESGOnly;MaxPos7% | 5 | 30 | 4.8 | trailing 8% | 96 | 13.4 | Bull | 17.4 | 4 | 2.2 | 90 | 53 | 65 | 59 | false | Hedge | Add TLT +1% as duration hedge | 26 | -21 | BrokerA | LMT | 97 | null | null | Normal monitoring | 101 | -49 | 117 | 3 | false | Within IPS guidelines |
P6699 | Active | IRA | USD | 2024-10-02 | 922,095 | 97,763 | 824,332 | 1 | 68.8 | 19.8 | 4.6 | 6.8 | BRK.B:36.9%;MUB:26.3%;GLD:36.9% | US:71.3;EU:11.5;APAC:10.3;EM:5.2;Other:1.8 | Value:+0.4;Growth:-0.8;Quality:+0.8;Size:-0.5;Momentum:+0.1;LowVol:+1.0 | null | 5 | 35 | 5.8 | trailing 8% | 160 | 19.6 | Sideways | 16 | 4.43 | 2.1 | 123 | 44 | 68 | 56 | false | Hedge | Add TLT +1% as duration hedge | 7 | -31 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 119 | -28 | 251 | 3 | false | Tax-aware sells next window |
P6700 | Cautious | Taxable | USD | 2024-10-18 | 667,347 | 72,871 | 594,476 | 1 | 41.2 | 32.6 | 14.9 | 11.3 | VNQ:12.2%;HYG:23.9%;VTI:16.2%;GLD:23.9%;MUB:23.9% | US:68.2;EU:12.2;APAC:13.5;EM:5.8;Other:0.3 | Value:+0.5;Growth:+0.6;Quality:+0.8;Size:-0.6;Momentum:+0.3;LowVol:-0.5 | ESGOnly;MaxPos6%;NoMargin | 6 | 25 | 6 | trailing 8% | 119 | 12.7 | Volatile | 30.2 | 3.59 | 4.4 | 142 | -53 | 10 | 71 | true | Hedge | Buy index puts 1% notional | 1 | -34 | BrokerB | LMT | 89 | VAR>budget | Pause | Risk above budget threshold | 5 | -55 | 114 | 5 | false | Tax-aware sells next window |
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