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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P6701 | Hands-off | 401k | USD | 2025-03-12 | 221,550 | 20,743 | 200,807 | 1 | 58.6 | 21.7 | 12.1 | 7.7 | MSFT:37.9%;BND:24.2%;IEF:37.9% | US:70.8;EU:11.2;APAC:10.0;EM:5.4;Other:2.6 | Value:+0.6;Growth:-0.4;Quality:+0.3;Size:-0.6;Momentum:+0.7;LowVol:-0.1 | null | 10 | 25 | 4.7 | trailing 8% | 108 | 17.7 | Volatile | 30.3 | 4.79 | 2.2 | 142 | -36 | 40 | 65 | false | Rebalance | Shift +1% to bonds from equity | 1 | 8 | BrokerA | MKT | 100 | null | null | Normal monitoring | -33 | -41 | 11 | 4 | false | Within IPS guidelines |
P6702 | Opportunistic | Taxable | USD | 2025-12-23 | 1,199,213 | 93,749 | 1,105,464 | 1 | 71.4 | 20.9 | 0 | 7.7 | BRK.B:33.3%;MSFT:33.3%;AAPL:33.3% | US:73.2;EU:5.8;APAC:11.5;EM:6.4;Other:3.0 | Value:+0.4;Growth:-0.5;Quality:-0.5;Size:-0.3;Momentum:+0.2;LowVol:+0.7 | null | 7 | 35 | 4.1 | trailing 7% | 177 | 22.9 | Bear | 23.1 | 3.93 | 2.3 | 200 | -106 | 5 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -24 | BrokerC | LMT | 89 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 20 | -45 | 32 | 2 | true | Tax-aware sells next window |
P6703 | Opportunistic | IRA | USD | 2025-03-10 | 1,395,344 | 96,898 | 1,298,446 | 1 | 60.2 | 12 | 23.6 | 4.2 | MUB:33.3%;AMZN:33.3%;VOO:33.3% | US:67.3;EU:14.9;APAC:7.1;EM:10.5;Other:0.2 | Value:+0.1;Growth:+0.3;Quality:+0.4;Size:-0.1;Momentum:-0.6;LowVol:+1.0 | null | 5 | 30 | 5.3 | hard 12% | 265 | 25.9 | Bull | 13.4 | 4.54 | 2.1 | 79 | 41 | 70 | 35 | false | NoAction | Within bands; monitor | -5 | -34 | BrokerD | MKT | 0 | null | null | Normal monitoring | -53 | -23 | -8 | 4 | false | Tighten stops on momentum names |
P6704 | Systematic | IRA | USD | 2024-10-14 | 1,247,397 | 66,609 | 1,180,788 | 1 | 55.6 | 24.8 | 11.9 | 7.8 | AMZN:24.1%;VOO:17.5%;QQQ:18.7%;TSLA:15.6%;GLD:24.1% | US:64.9;EU:18.7;APAC:5.7;EM:9.0;Other:1.8 | Value:-0.7;Growth:-0.8;Quality:+0.8;Size:+0.1;Momentum:-0.6;LowVol:+0.3 | MaxPos6% | 6 | 35 | 4.7 | trailing 9% | 174 | 20.4 | Volatile | 22.5 | 4.35 | 2.6 | 112 | -4 | 57 | 60 | false | Hedge | Add TLT +1% as duration hedge | 22 | 2 | BrokerD | MKT | 91 | null | null | Normal monitoring | -34 | -37 | 7 | 4 | false | Monitor dispersion and breadth |
P6705 | Opportunistic | IRA | USD | 2025-08-27 | 1,732,735 | 55,881 | 1,676,854 | 1 | 69.9 | 19.6 | 4.1 | 6.4 | TSLA:22.1%;VNQ:7.8%;BND:7.5%;AMZN:22.1%;MUB:18.5%;MSFT:22.1% | US:72.2;EU:7.0;APAC:11.8;EM:4.5;Other:4.4 | Value:+0.5;Growth:-0.6;Quality:-0.2;Size:+0.2;Momentum:+1.0;LowVol:+0.6 | MaxPos7% | 10 | 35 | 6.2 | trailing 9% | 245 | 27.1 | Volatile | 30.6 | 4.84 | 3.2 | 134 | 66 | 84 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | 0 | BrokerB | MKT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 27 | 8 | 27 | 2 | false | Tax-aware sells next window |
P6706 | Systematic | 401k | USD | 2025-09-12 | 464,984 | 21,786 | 443,198 | 1 | 61 | 24.7 | 4.4 | 9.9 | MSFT:33.3%;VOO:33.3%;BRK.B:33.3% | US:66.2;EU:18.6;APAC:8.2;EM:6.0;Other:1.1 | Value:+0.7;Growth:-0.2;Quality:-0.6;Size:+0.9;Momentum:+0.3;LowVol:+0.2 | NoDerivatives | 5 | 25 | 5.1 | hard 12% | 132 | 20.5 | Bear | 30.1 | 3.26 | 1.3 | 181 | -65 | 22 | 81 | true | Hedge | Buy index puts 1% notional | 28 | -2 | BrokerA | LMT | 89 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 50 | -37 | 38 | 2 | false | Increase defensive factor exposure |
P6707 | Opportunistic | Taxable | USD | 2025-07-08 | 556,382 | 21,497 | 534,885 | 1 | 62.8 | 15.7 | 13.6 | 7.9 | AAPL:22.6%;AMZN:22.6%;TSLA:22.6%;TLT:13.2%;MSFT:19.0% | US:63.3;EU:9.3;APAC:13.3;EM:11.1;Other:3.0 | Value:+0.5;Growth:-0.5;Quality:-0.1;Size:-0.3;Momentum:+0.6;LowVol:+0.1 | MaxPos6% | 7 | 25 | 4.7 | trailing 7% | 169 | 33.1 | Volatile | 28.7 | 4.35 | 4.1 | 110 | -38 | 42 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | 11 | BrokerC | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 110 | -23 | 238 | 4 | false | Within IPS guidelines |
P6708 | Cautious | 401k | USD | 2025-10-28 | 400,834 | 51,566 | 349,268 | 1 | 49.4 | 34.5 | 0 | 16.1 | MUB:28.1%;HYG:35.9%;VOO:35.9% | US:66.5;EU:7.2;APAC:14.5;EM:10.1;Other:1.7 | Value:+0.9;Growth:-0.5;Quality:-0.6;Size:+0.3;Momentum:-0.4;LowVol:-0.9 | ESGOnly;MaxPos6%;NoMargin | 7 | 25 | 4 | trailing 8% | 135 | 19 | Volatile | 20.2 | 3.85 | 4.3 | 142 | 42 | 79 | 46 | false | Rebalance | Shift +1% to bonds from equity | 22 | -26 | BrokerD | MKT | 86 | null | null | Normal monitoring | 35 | -34 | 99 | 3 | false | Increase defensive factor exposure |
P6709 | Opportunistic | IRA | USD | 2024-09-17 | 529,442 | 40,944 | 488,498 | 1.09 | 67.8 | 13.1 | 10.2 | 8.8 | MUB:33.3%;TSLA:33.3%;AMZN:33.3% | US:63.9;EU:12.6;APAC:10.7;EM:11.1;Other:1.7 | Value:+0.2;Growth:-0.8;Quality:-1.0;Size:-0.6;Momentum:+0.4;LowVol:-0.0 | null | 8 | 25 | 4.5 | trailing 9% | 178 | 30.6 | Bear | 24.2 | 4.09 | 2.4 | 214 | -113 | 5 | 59 | true | Hedge | Buy index puts 1% notional | 2 | -37 | BrokerB | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 7 | -2 | 70 | 4 | false | Tax-aware sells next window |
P6710 | Active | Taxable | USD | 2025-08-30 | 2,286,329 | 205,408 | 2,080,921 | 1 | 57.4 | 25 | 8.9 | 8.7 | VOO:33.2%;AAPL:33.4%;VTI:33.4% | US:56.2;EU:21.5;APAC:6.9;EM:10.2;Other:5.2 | Value:+0.4;Growth:-0.6;Quality:+0.1;Size:-0.6;Momentum:+0.7;LowVol:+0.7 | null | 5 | 30 | 6 | hard 12% | 226 | 21.6 | Bull | 13.4 | 4.59 | 2.8 | 79 | 63 | 70 | 35 | true | Hedge | Buy index puts 1% notional | -1 | 9 | BrokerC | MKT | 87 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -55 | 8 | 9 | 5 | false | Within IPS guidelines |
P6711 | Hands-off | Roth | USD | 2024-07-07 | 214,827 | 14,186 | 200,641 | 1 | 68.4 | 20 | 2.2 | 9.4 | GLD:18.9%;IEF:24.0%;VTI:10.1%;AMZN:24.0%;QQQ:22.9% | US:61.6;EU:14.8;APAC:11.3;EM:8.3;Other:4.0 | Value:-0.6;Growth:-0.9;Quality:-0.2;Size:-0.2;Momentum:+0.4;LowVol:+0.1 | NoDerivatives | 7 | 35 | 5 | trailing 8% | 117 | 15.9 | Bear | 23.4 | 3.82 | 1.2 | 205 | 18 | 70 | 60 | false | Rebalance | Shift +1% to bonds from equity | -14 | -12 | BrokerA | MKT | 96 | null | null | Normal monitoring | -58 | -41 | -11 | 5 | false | Within IPS guidelines |
P6712 | Systematic | IRA | USD | 2025-08-27 | 1,961,815 | 102,484 | 1,859,331 | 1 | 63 | 24.2 | 5.5 | 7.3 | MSFT:24.1%;AAPL:27.8%;HYG:27.8%;TLT:20.2% | US:75.9;EU:7.0;APAC:11.8;EM:3.3;Other:2.1 | Value:+0.4;Growth:+0.2;Quality:-0.1;Size:+0.6;Momentum:-0.9;LowVol:-0.4 | null | 5 | 30 | 4.7 | trailing 8% | 145 | 24.8 | Volatile | 23.9 | 4.45 | 3.5 | 162 | 62 | 86 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 6 | -8 | BrokerD | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 78 | -44 | 78 | 5 | false | Within IPS guidelines |
P6713 | Cautious | 401k | USD | 2025-08-12 | 442,766 | 49,801 | 392,965 | 1 | 42.1 | 37.6 | 7.6 | 12.7 | XLF:24.0%;BND:38.0%;AMZN:38.0% | US:55.6;EU:19.9;APAC:12.5;EM:8.4;Other:3.7 | Value:+0.3;Growth:-0.5;Quality:-0.9;Size:+0.1;Momentum:+0.7;LowVol:-0.4 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 25 | 4 | trailing 8% | 135 | 13.6 | Volatile | 25.5 | 4.22 | 3.3 | 150 | 30 | 77 | 55 | false | Buy | Add to core equity +1% | 25 | 7 | BrokerB | MKT | 92 | null | null | Normal monitoring | -16 | -53 | 28 | 4 | false | Monitor dispersion and breadth |
P6714 | Opportunistic | 401k | USD | 2025-05-26 | 576,888 | 50,374 | 526,514 | 1 | 65.1 | 15.3 | 13.9 | 5.7 | IEF:37.9%;MUB:24.3%;BRK.B:37.9% | US:70.7;EU:7.8;APAC:8.4;EM:9.5;Other:3.6 | Value:-0.8;Growth:+0.5;Quality:-0.7;Size:-0.2;Momentum:-0.3;LowVol:-0.6 | null | 6 | 35 | 5.9 | hard 12% | 178 | 33.7 | Volatile | 21 | 3.63 | 3 | 173 | 74 | 99 | 53 | false | Sell | Trim extended winner -1% | 24 | -8 | BrokerC | LMT | 86 | null | null | Normal monitoring | 92 | -33 | 85 | 3 | false | Tax-aware sells next window |
P6715 | Cautious | Taxable | USD | 2025-09-29 | 695,508 | 77,937 | 617,571 | 1 | 48.3 | 39.1 | 0 | 12.6 | VTI:31.3%;MUB:34.3%;QQQ:34.3% | US:65.9;EU:14.3;APAC:9.1;EM:7.4;Other:3.3 | Value:-0.8;Growth:-0.5;Quality:+0.3;Size:+0.4;Momentum:-0.9;LowVol:-0.3 | NoDerivatives;NoMargin | 6 | 25 | 3.1 | trailing 8% | 156 | 14 | Sideways | 21.7 | 4 | 2.3 | 114 | -6 | 57 | 47 | false | Sell | Trim extended winner -1% | 17 | 13 | BrokerB | LMT | 99 | null | null | Normal monitoring | 100 | 15 | 60 | 3 | false | Increase defensive factor exposure |
P6716 | Hands-off | IRA | USD | 2024-12-28 | 557,474 | 49,059 | 508,415 | 1 | 57.3 | 22 | 15.5 | 5.2 | VOO:34.5%;GLD:34.5%;MSFT:31.0% | US:73.5;EU:13.9;APAC:6.4;EM:5.4;Other:0.8 | Value:+0.9;Growth:-0.1;Quality:+0.4;Size:-0.7;Momentum:0.0;LowVol:+0.7 | NoDerivatives | 7 | 30 | 4.7 | trailing 8% | 133 | 16.8 | Bull | 15.1 | 3.91 | 3.1 | 84 | 13 | 42 | 37 | false | NoAction | Within bands; monitor | -8 | -36 | BrokerB | LMT | 96 | null | null | Normal monitoring | 45 | -38 | 165 | 4 | false | Within IPS guidelines |
P6717 | Hands-off | Taxable | USD | 2025-01-06 | 276,830 | 18,282 | 258,548 | 1 | 59.2 | 17.8 | 16.7 | 6.3 | TLT:33.3%;GLD:33.3%;IEF:33.3% | US:75.2;EU:7.9;APAC:10.7;EM:5.5;Other:0.6 | Value:+0.3;Growth:+0.4;Quality:-0.8;Size:+0.9;Momentum:+0.3;LowVol:+0.2 | NoDerivatives | 6 | 35 | 4.2 | trailing 8% | 159 | 17.6 | Volatile | 25.7 | 3.59 | 2.8 | 114 | 78 | 92 | 64 | false | Rebalance | Shift +1% to bonds from equity | 6 | -33 | BrokerC | LMT | 85 | null | null | Normal monitoring | 7 | -47 | 5 | 4 | false | Tighten stops on momentum names |
P6718 | Hands-off | 401k | USD | 2025-07-10 | 170,034 | 9,318 | 160,716 | 1 | 60.2 | 24.9 | 9.8 | 5.1 | BRK.B:16.8%;BND:22.3%;XLF:19.3%;TSLA:8.4%;HYG:10.9%;MSFT:22.3% | US:68.4;EU:12.9;APAC:10.9;EM:6.2;Other:1.6 | Value:-0.7;Growth:-0.0;Quality:+0.6;Size:+0.5;Momentum:-0.7;LowVol:+0.7 | ESGOnly;MaxPos5% | 10 | 30 | 4.1 | trailing 10% | 133 | 14.4 | Bull | 13.5 | 4.79 | 2.2 | 82 | 40 | 69 | 37 | false | Rebalance | Shift +1% to bonds from equity | -1 | -6 | BrokerD | MKT | 100 | null | null | Normal monitoring | 17 | -44 | -22 | 3 | false | Within IPS guidelines |
P6719 | Cautious | Roth | USD | 2025-04-03 | 174,613 | 18,235 | 156,378 | 1 | 40.4 | 38.4 | 4.5 | 16.7 | VNQ:24.3%;AMZN:18.7%;IEF:28.5%;VOO:28.5% | US:70.2;EU:5.7;APAC:14.7;EM:7.6;Other:1.8 | Value:-0.2;Growth:0.0;Quality:+0.6;Size:-0.1;Momentum:+0.5;LowVol:-0.7 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 35 | 5.4 | trailing 10% | 109 | 16.4 | Volatile | 24.1 | 4.78 | 2.2 | 140 | 15 | 68 | 42 | false | Buy | Add to core equity +1% | -1 | -14 | BrokerA | MKT | 92 | null | null | Normal monitoring | 36 | -49 | 106 | 5 | false | Monitor dispersion and breadth |
P6720 | Systematic | IRA | USD | 2025-04-18 | 1,668,113 | 133,979 | 1,534,134 | 1 | 59.2 | 20.7 | 13.1 | 7 | BRK.B:21.4%;AAPL:21.4%;TLT:12.6%;XLF:16.1%;BND:8.4%;AMZN:20.0% | US:68.1;EU:17.1;APAC:6.8;EM:3.4;Other:4.6 | Value:-0.8;Growth:-0.1;Quality:+0.3;Size:+0.9;Momentum:-0.2;LowVol:-0.8 | null | 6 | 25 | 4.4 | hard 12% | 192 | 23.7 | Bear | 22.6 | 4.41 | 1 | 217 | 18 | 73 | 59 | false | Rebalance | Shift +1% to bonds from equity | 14 | -30 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 84 | 14 | 222 | 4 | false | Tax-aware sells next window |
P6721 | Systematic | Roth | USD | 2025-04-25 | 1,680,438 | 68,345 | 1,612,093 | 1 | 69.9 | 21.6 | 2.9 | 5.5 | AAPL:28.6%;QQQ:28.6%;XLF:14.3%;VOO:28.6% | US:75.1;EU:7.5;APAC:7.7;EM:4.5;Other:5.3 | Value:+0.7;Growth:-0.2;Quality:-0.8;Size:+0.5;Momentum:+0.7;LowVol:+0.9 | MaxPos6%;NoDerivatives | 6 | 25 | 5.2 | trailing 8% | 167 | 17.4 | Sideways | 14.1 | 3.51 | 2 | 129 | -26 | 34 | 45 | false | Rebalance | Shift +1% to bonds from equity | 32 | 0 | BrokerD | LMT | 100 | null | null | Normal monitoring | 72 | -20 | 84 | 4 | false | Within IPS guidelines |
P6722 | Hands-off | IRA | USD | 2025-03-25 | 346,578 | 15,567 | 331,011 | 1 | 59.6 | 16.4 | 16.9 | 7.2 | TLT:11.2%;MSFT:19.0%;VNQ:20.6%;QQQ:12.8%;XLF:20.6%;MUB:15.8% | US:64.3;EU:9.1;APAC:15.9;EM:7.0;Other:3.7 | Value:-0.9;Growth:-0.7;Quality:+0.1;Size:+1.0;Momentum:-0.8;LowVol:-0.6 | ESGOnly;MaxPos8% | 6 | 35 | 3.2 | trailing 10% | 94 | 14 | Bear | 22.6 | 3.7 | 1.2 | 175 | 23 | 56 | 52 | false | Rebalance | Shift +1% to bonds from equity | 22 | 6 | BrokerD | LMT | 92 | null | null | Normal monitoring | 88 | -44 | 146 | 5 | false | Within IPS guidelines |
P6723 | Opportunistic | Trust | USD | 2025-06-06 | 848,418 | 55,941 | 792,477 | 1.12 | 66.5 | 13.5 | 12.4 | 7.5 | AAPL:26.9%;BRK.B:19.4%;VTI:26.9%;GLD:26.9% | US:64.6;EU:15.9;APAC:8.3;EM:9.5;Other:1.8 | Value:+0.6;Growth:+0.5;Quality:+0.7;Size:-0.2;Momentum:-0.5;LowVol:-0.7 | null | 6 | 30 | 6.2 | hard 12% | 243 | 32.2 | Sideways | 16.9 | 4.61 | 3.4 | 104 | -26 | 29 | 43 | false | Buy | Add to core equity +1% | 1 | -18 | BrokerD | VWAP | 96 | null | null | Normal monitoring | -42 | -5 | -62 | 3 | false | Increase defensive factor exposure |
P6724 | Systematic | IRA | USD | 2025-06-19 | 519,665 | 49,458 | 470,207 | 1 | 67.7 | 23 | 0 | 9.3 | TSLA:27.6%;AAPL:36.2%;IEF:36.2% | US:60.7;EU:11.3;APAC:15.5;EM:6.7;Other:5.7 | Value:+0.5;Growth:+0.8;Quality:-0.9;Size:+0.1;Momentum:-0.9;LowVol:+0.2 | null | 7 | 25 | 5.4 | trailing 9% | 216 | 19.2 | Bull | 17.3 | 5 | 2.6 | 119 | 106 | 100 | 60 | false | Rebalance | Shift +1% to bonds from equity | 31 | -21 | BrokerC | MKT | 98 | null | null | Normal monitoring | -54 | -38 | 6 | 4 | false | Tighten stops on momentum names |
P6725 | Cautious | Trust | USD | 2025-06-06 | 563,558 | 68,014 | 495,544 | 1 | 49 | 39 | 0 | 12 | VNQ:21.9%;VTI:23.1%;IEF:23.1%;XLF:23.0%;MUB:8.9% | US:62.4;EU:13.0;APAC:15.4;EM:3.8;Other:5.4 | Value:+0.8;Growth:+0.6;Quality:+0.4;Size:-0.3;Momentum:-1.0;LowVol:+0.6 | ESGOnly;NoDerivatives;NoMargin | 5 | 25 | 3.6 | trailing 8% | 133 | 12.5 | Volatile | 28.4 | 4.4 | 3.4 | 157 | 38 | 60 | 63 | false | Buy | Add to core equity +1% | -15 | -18 | BrokerB | LMT | 93 | null | null | Normal monitoring | -46 | -32 | -53 | 4 | false | Tighten stops on momentum names |
P6726 | Cautious | 401k | USD | 2025-04-02 | 270,525 | 25,863 | 244,662 | 1 | 42.7 | 32.3 | 9.7 | 15.3 | VTI:21.0%;BRK.B:19.5%;HYG:21.0%;BND:21.0%;VNQ:17.4% | US:68.4;EU:9.3;APAC:13.3;EM:7.7;Other:1.3 | Value:+0.3;Growth:-0.9;Quality:-0.9;Size:-0.9;Momentum:-0.6;LowVol:-0.4 | ESGOnly;NoMargin | 6 | 30 | 4.6 | trailing 8% | 169 | 13.7 | Sideways | 21.1 | 3.84 | 2.8 | 106 | 59 | 74 | 52 | false | Rebalance | Shift +1% to bonds from equity | 18 | -6 | BrokerB | LMT | 90 | null | null | Normal monitoring | 17 | 20 | 24 | 4 | false | Increase defensive factor exposure |
P6727 | Active | Trust | USD | 2025-01-06 | 1,809,435 | 207,130 | 1,602,305 | 1.15 | 62.5 | 24.1 | 7.7 | 5.7 | BND:22.8%;MUB:21.5%;IEF:22.8%;XLF:17.0%;AMZN:15.9% | US:65.1;EU:18.5;APAC:8.3;EM:6.4;Other:1.7 | Value:+0.1;Growth:+0.8;Quality:-0.9;Size:-0.8;Momentum:-0.3;LowVol:+0.2 | null | 10 | 35 | 4.4 | trailing 8% | 140 | 23.5 | Bear | 34.5 | 3.83 | 2.3 | 207 | -47 | 16 | 83 | true | Hedge | Buy index puts 1% notional | 4 | -5 | BrokerA | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | -24 | 3 | -56 | 5 | false | Tax-aware sells next window |
P6728 | Opportunistic | Roth | USD | 2025-06-07 | 683,215 | 21,303 | 661,912 | 1 | 62.1 | 17.6 | 14.7 | 5.6 | TLT:18.6%;MUB:21.8%;GLD:17.4%;VTI:11.7%;VNQ:13.5%;BND:17.0% | US:62.1;EU:13.1;APAC:15.5;EM:7.4;Other:2.0 | Value:+0.1;Growth:-0.3;Quality:-0.6;Size:-0.3;Momentum:+0.6;LowVol:-0.2 | NoDerivatives | 7 | 35 | 4.7 | trailing 9% | 214 | 20.5 | Bear | 29.9 | 3.26 | 1.2 | 143 | -16 | 43 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -7 | BrokerC | LMT | 92 | VAR>budget | TightenStops | Risk above budget threshold | -21 | -48 | 74 | 2 | false | Tighten stops on momentum names |
P6729 | Opportunistic | IRA | USD | 2025-06-24 | 1,781,744 | 117,682 | 1,664,062 | 1 | 76.8 | 18.5 | 0.4 | 4.3 | BND:33.3%;VTI:33.3%;TLT:33.3% | US:75.9;EU:7.1;APAC:8.6;EM:8.0;Other:0.5 | Value:-0.7;Growth:+0.8;Quality:+0.5;Size:-0.6;Momentum:+0.6;LowVol:+0.5 | null | 7 | 25 | 4.5 | trailing 9% | 174 | 31.2 | Volatile | 22.4 | 4.93 | 2.8 | 157 | 17 | 53 | 62 | false | Rebalance | Shift +1% to bonds from equity | 27 | -28 | BrokerB | MKT | 97 | null | null | Normal monitoring | -59 | 5 | -33 | 3 | false | Within IPS guidelines |
P6730 | Hands-off | 401k | USD | 2025-06-25 | 400,956 | 34,420 | 366,536 | 1 | 68.8 | 21.3 | 3.1 | 6.8 | MSFT:33.3%;QQQ:33.3%;BND:33.3% | US:65.9;EU:19.0;APAC:5.3;EM:5.0;Other:4.8 | Value:+0.7;Growth:+0.3;Quality:-0.7;Size:+0.1;Momentum:-0.6;LowVol:-0.7 | null | 7 | 35 | 4.3 | trailing 10% | 138 | 18.5 | Bull | 15.1 | 4.03 | 3 | 104 | 20 | 46 | 42 | false | Rebalance | Shift +1% to bonds from equity | 8 | -27 | BrokerD | LMT | 96 | null | null | Normal monitoring | 56 | -14 | 87 | 3 | false | Within IPS guidelines |
P6731 | Systematic | IRA | USD | 2025-09-13 | 608,976 | 42,762 | 566,214 | 1 | 58.9 | 22.2 | 10.1 | 8.8 | VNQ:21.5%;QQQ:21.5%;VTI:7.6%;VOO:17.2%;AAPL:10.6%;HYG:21.5% | US:74.8;EU:13.3;APAC:6.5;EM:4.2;Other:1.2 | Value:-0.2;Growth:+1.0;Quality:-0.3;Size:+0.5;Momentum:-0.8;LowVol:+0.4 | null | 6 | 25 | 4.9 | hard 12% | 211 | 23.5 | Sideways | 19.4 | 4.11 | 2.5 | 106 | -19 | 47 | 56 | true | Hedge | Buy index puts 1% notional | -10 | -14 | BrokerD | MKT | 94 | VAR>budget | Hedge | Risk above budget threshold | 92 | -28 | 98 | 3 | true | Tax-aware sells next window |
P6732 | Cautious | IRA | USD | 2024-11-21 | 436,022 | 35,969 | 400,053 | 1 | 44.2 | 35.1 | 9 | 11.7 | QQQ:24.8%;MUB:19.4%;AAPL:27.9%;GLD:27.9% | US:68.3;EU:9.9;APAC:7.2;EM:12.2;Other:2.3 | Value:-1.0;Growth:-0.6;Quality:+0.6;Size:+0.1;Momentum:-0.3;LowVol:-0.2 | NoMargin | 10 | 35 | 3.9 | trailing 8% | 147 | 16.8 | Sideways | 15.1 | 3.76 | 2.4 | 118 | 8 | 65 | 28 | false | Buy | Add to core equity +1% | 12 | -4 | BrokerB | MKT | 86 | null | null | Normal monitoring | -41 | -26 | 83 | 3 | false | Increase defensive factor exposure |
P6733 | Opportunistic | 401k | USD | 2024-07-11 | 614,272 | 23,423 | 590,849 | 1.06 | 65.3 | 17.2 | 9.2 | 8.3 | TLT:33.3%;GLD:33.3%;QQQ:33.3% | US:70.8;EU:8.7;APAC:10.1;EM:7.0;Other:3.4 | Value:+0.8;Growth:-0.0;Quality:-0.9;Size:+0.1;Momentum:-0.7;LowVol:-0.3 | null | 5 | 25 | 4.9 | trailing 9% | 187 | 32.5 | Bull | 15.2 | 4.24 | 2.1 | 112 | 25 | 54 | 55 | false | Buy | Add to core equity +1% | 5 | -30 | BrokerD | MKT | 93 | null | null | Normal monitoring | 87 | 15 | 54 | 4 | false | Tighten stops on momentum names |
P6734 | Opportunistic | 401k | USD | 2025-10-15 | 1,367,709 | 42,419 | 1,325,290 | 1.15 | 74.9 | 10.8 | 7.1 | 7.1 | AMZN:33.3%;BRK.B:33.3%;TLT:33.3% | US:68.2;EU:12.4;APAC:11.4;EM:3.4;Other:4.5 | Value:+0.5;Growth:-0.2;Quality:+0.2;Size:+0.5;Momentum:-0.8;LowVol:+0.9 | MaxPos7%;NoDerivatives | 8 | 30 | 5.9 | trailing 7% | 235 | 24.2 | Bear | 27.2 | 4.09 | 1.5 | 175 | -71 | 5 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | -24 | BrokerD | MKT | 88 | VAR>budget | Pause | Risk above budget threshold | -23 | -4 | 70 | 4 | true | Tighten stops on momentum names |
P6735 | Active | Trust | USD | 2024-11-10 | 2,197,648 | 215,105 | 1,982,543 | 1 | 66.7 | 24.2 | 4 | 5 | GLD:24.7%;QQQ:25.1%;BRK.B:25.1%;HYG:25.1% | US:71.5;EU:6.3;APAC:7.9;EM:8.6;Other:5.8 | Value:-0.5;Growth:-0.5;Quality:-0.0;Size:-1.0;Momentum:-0.5;LowVol:-0.5 | NoDerivatives | 10 | 25 | 5.6 | trailing 8% | 175 | 26 | Volatile | 26.9 | 4.34 | 4.1 | 119 | -44 | 30 | 81 | true | Rebalance | Rebalance back to target bands | -13 | -5 | BrokerC | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | -21 | 12 | 50 | 2 | false | Tighten stops on momentum names |
P6736 | Cautious | Taxable | USD | 2025-12-02 | 248,796 | 37,552 | 211,244 | 1 | 39.2 | 44.1 | 5.9 | 10.9 | HYG:33.3%;BND:33.3%;TLT:33.3% | US:58.8;EU:20.0;APAC:8.9;EM:10.1;Other:2.3 | Value:+0.5;Growth:-0.2;Quality:+0.1;Size:-0.1;Momentum:-0.2;LowVol:-0.6 | ESGOnly;NoMargin | 5 | 30 | 5.1 | trailing 8% | 170 | 16.4 | Volatile | 21.8 | 3.93 | 3.8 | 150 | 76 | 75 | 46 | false | Buy | Add to core equity +1% | 25 | -33 | BrokerB | LMT | 89 | null | null | Normal monitoring | 1 | 12 | -2 | 3 | false | Tighten stops on momentum names |
P6737 | Opportunistic | Roth | USD | 2025-10-03 | 937,759 | 81,652 | 856,107 | 1 | 69.1 | 11 | 13.8 | 6.2 | VNQ:31.1%;BRK.B:34.5%;TLT:34.5% | US:69.9;EU:6.5;APAC:11.0;EM:9.7;Other:2.8 | Value:-0.6;Growth:+0.4;Quality:0.0;Size:-0.3;Momentum:+0.1;LowVol:-0.9 | MaxPos7% | 5 | 35 | 4.9 | trailing 9% | 169 | 23.8 | Sideways | 19.9 | 4.7 | 3.5 | 138 | -27 | 47 | 60 | false | Buy | Add to core equity +1% | -3 | -15 | BrokerA | LMT | 97 | null | null | Normal monitoring | 69 | -58 | 40 | 5 | false | Tax-aware sells next window |
P6738 | Hands-off | Roth | USD | 2025-04-20 | 620,747 | 41,901 | 578,846 | 1 | 68.1 | 22.1 | 0 | 9.8 | XLF:26.2%;TLT:26.2%;QQQ:26.2%;VNQ:21.4% | US:64.0;EU:13.0;APAC:12.1;EM:5.7;Other:5.2 | Value:+0.5;Growth:+0.8;Quality:+0.8;Size:+0.3;Momentum:+0.7;LowVol:-0.4 | ESGOnly | 8 | 35 | 3.8 | hard 10% | 149 | 13.2 | Volatile | 26.4 | 3.95 | 2.9 | 130 | 28 | 55 | 81 | true | Rebalance | Rebalance back to target bands | -15 | -8 | BrokerA | VWAP | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 20 | 19 | -5 | 4 | false | Within IPS guidelines |
P6739 | Cautious | 401k | USD | 2025-08-05 | 679,408 | 73,000 | 606,408 | 1 | 36 | 31.7 | 20.9 | 11.4 | BND:19.6%;BRK.B:9.5%;GLD:21.2%;TLT:21.2%;HYG:21.2%;MUB:7.3% | US:67.9;EU:16.2;APAC:7.2;EM:8.3;Other:0.5 | Value:-0.1;Growth:-0.7;Quality:+0.5;Size:+0.5;Momentum:+1.0;LowVol:-0.9 | NoDerivatives;NoMargin | 7 | 25 | 5.3 | trailing 8% | 135 | 19.7 | Bear | 22.3 | 3.48 | 1.7 | 132 | -59 | 23 | 46 | false | NoAction | Within bands; monitor | 8 | 9 | BrokerC | MKT | 0 | null | null | Normal monitoring | -59 | -10 | 74 | 3 | false | Tax-aware sells next window |
P6740 | Hands-off | Taxable | USD | 2024-10-19 | 771,283 | 38,695 | 732,588 | 1 | 67.8 | 20.5 | 5.8 | 6 | TSLA:25.0%;BND:25.0%;VTI:25.0%;MSFT:25.0% | US:64.9;EU:18.4;APAC:10.7;EM:3.7;Other:2.3 | Value:-0.5;Growth:+0.3;Quality:0.0;Size:-0.5;Momentum:-1.0;LowVol:+0.6 | null | 7 | 30 | 3.1 | trailing 8% | 139 | 17.6 | Bull | 17.4 | 4.02 | 3.3 | 73 | 61 | 82 | 50 | false | Buy | Add to core equity +1% | -9 | -2 | BrokerC | LMT | 88 | null | null | Normal monitoring | -15 | -8 | 20 | 3 | false | Monitor dispersion and breadth |
P6741 | Cautious | Taxable | USD | 2025-05-16 | 680,128 | 98,730 | 581,398 | 1 | 43.9 | 41.6 | 0 | 14.5 | MUB:20.7%;GLD:20.7%;TSLA:20.7%;TLT:17.6%;IEF:13.8%;VTI:6.3% | US:67.1;EU:12.9;APAC:10.9;EM:7.4;Other:1.7 | Value:-0.9;Growth:+0.3;Quality:+0.4;Size:-0.5;Momentum:-0.4;LowVol:-0.5 | NoMargin | 8 | 25 | 4.3 | hard 10% | 158 | 18.3 | Bear | 28.1 | 4.06 | 2.1 | 208 | 19 | 61 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | 6 | BrokerB | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 15 | 15 | 29 | 2 | false | Within IPS guidelines |
P6742 | Hands-off | IRA | USD | 2024-11-27 | 218,249 | 20,144 | 198,105 | 1 | 63.4 | 21.2 | 6.8 | 8.7 | VNQ:17.9%;XLF:20.0%;AMZN:19.3%;MUB:21.4%;IEF:21.4% | US:68.1;EU:9.0;APAC:12.1;EM:9.7;Other:1.1 | Value:+0.3;Growth:-0.4;Quality:-0.3;Size:-0.8;Momentum:-0.1;LowVol:-0.1 | MaxPos5% | 10 | 25 | 5.8 | trailing 10% | 112 | 15.4 | Volatile | 22.9 | 3.82 | 4.5 | 164 | 60 | 72 | 73 | true | Hedge | Buy index puts 1% notional | -15 | -32 | BrokerA | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -15 | -60 | 124 | 2 | false | Tighten stops on momentum names |
P6743 | Active | Taxable | USD | 2025-12-12 | 1,622,531 | 117,895 | 1,504,636 | 1 | 56.2 | 27.4 | 9.9 | 6.6 | QQQ:17.1%;BND:16.0%;VTI:25.8%;VNQ:25.8%;AMZN:15.3% | US:63.6;EU:11.7;APAC:8.8;EM:13.2;Other:2.7 | Value:-0.1;Growth:+1.0;Quality:-0.1;Size:+0.1;Momentum:+0.6;LowVol:-0.7 | null | 5 | 30 | 4 | trailing 8% | 126 | 26 | Bull | 16.9 | 3.91 | 2.9 | 94 | 99 | 100 | 53 | false | Rebalance | Shift +1% to bonds from equity | 0 | -5 | BrokerA | LMT | 91 | null | null | Normal monitoring | 44 | -56 | 82 | 3 | false | Within IPS guidelines |
P6744 | Hands-off | Roth | USD | 2025-05-05 | 456,105 | 30,745 | 425,360 | 1 | 55.5 | 21.9 | 13.2 | 9.4 | IEF:33.3%;HYG:33.3%;VOO:33.3% | US:62.4;EU:14.9;APAC:9.3;EM:8.8;Other:4.6 | Value:-0.1;Growth:-0.9;Quality:+0.9;Size:+0.1;Momentum:-0.3;LowVol:+0.8 | null | 7 | 30 | 3 | hard 10% | 118 | 17.9 | Bull | 11.3 | 4.71 | 3.4 | 82 | 9 | 69 | 30 | false | Hedge | Add TLT +1% as duration hedge | 9 | -1 | BrokerA | MKT | 94 | null | null | Normal monitoring | 48 | -47 | 34 | 3 | false | Tax-aware sells next window |
P6745 | Active | IRA | USD | 2024-08-30 | 2,466,068 | 295,161 | 2,170,907 | 1.17 | 54.1 | 25.7 | 13.2 | 6.9 | AMZN:22.0%;VTI:11.0%;XLF:22.3%;BRK.B:22.3%;IEF:22.3% | US:65.8;EU:18.6;APAC:10.0;EM:3.2;Other:2.4 | Value:-0.7;Growth:+0.5;Quality:+0.8;Size:+0.7;Momentum:+0.9;LowVol:+0.5 | MaxPos6% | 6 | 25 | 5.5 | trailing 8% | 197 | 17.9 | Bull | 11 | 4.82 | 3.4 | 92 | 55 | 84 | 29 | false | Sell | Trim extended winner -1% | 26 | -9 | BrokerA | VWAP | 96 | null | null | Normal monitoring | -39 | 3 | -26 | 3 | false | Tighten stops on momentum names |
P6746 | Hands-off | Taxable | USD | 2025-08-23 | 819,817 | 68,577 | 751,240 | 1 | 68.4 | 25.2 | 0 | 6.4 | TLT:26.7%;VNQ:26.7%;MSFT:19.9%;XLF:26.7% | US:67.2;EU:17.5;APAC:8.6;EM:5.2;Other:1.4 | Value:-0.0;Growth:+0.7;Quality:-0.6;Size:-0.9;Momentum:+0.2;LowVol:+0.1 | ESGOnly;NoDerivatives | 6 | 35 | 5.2 | trailing 10% | 122 | 16.5 | Volatile | 27 | 3.77 | 3.1 | 166 | 38 | 71 | 83 | true | Rebalance | Rebalance back to target bands | 15 | -4 | BrokerC | LMT | 98 | VAR>budget | Hedge | Risk above budget threshold | -32 | -44 | 44 | 3 | false | Tax-aware sells next window |
P6747 | Hands-off | Taxable | USD | 2025-03-09 | 863,154 | 38,180 | 824,974 | 1 | 58 | 24.6 | 11.2 | 6.2 | TLT:16.2%;VTI:20.6%;VNQ:21.4%;MSFT:21.4%;BRK.B:20.4% | US:70.2;EU:11.6;APAC:8.6;EM:7.2;Other:2.4 | Value:-0.9;Growth:+0.7;Quality:+0.8;Size:-0.4;Momentum:-0.4;LowVol:-1.0 | NoDerivatives | 8 | 25 | 4.1 | trailing 8% | 122 | 15 | Bull | 14.9 | 4.05 | 2.6 | 92 | 12 | 55 | 34 | false | Rebalance | Shift +1% to bonds from equity | -5 | 6 | BrokerA | VWAP | 95 | null | null | Normal monitoring | -14 | -39 | -43 | 4 | false | Increase defensive factor exposure |
P6748 | Systematic | Trust | USD | 2025-11-16 | 1,505,329 | 75,181 | 1,430,148 | 1 | 69.1 | 21.7 | 0.7 | 8.5 | TSLA:23.0%;BRK.B:11.8%;VOO:19.3%;MSFT:23.0%;AMZN:23.0% | US:64.3;EU:14.5;APAC:12.9;EM:6.1;Other:2.1 | Value:-0.8;Growth:+0.6;Quality:+0.9;Size:+0.8;Momentum:-0.2;LowVol:-0.5 | MaxPos8%;NoDerivatives | 6 | 30 | 4.8 | hard 12% | 188 | 18.3 | Volatile | 29.2 | 3.55 | 4.2 | 157 | 28 | 61 | 75 | true | Hedge | Buy index puts 1% notional | -6 | -4 | BrokerC | VWAP | 93 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 16 | -60 | 31 | 2 | true | Tighten stops on momentum names |
P6749 | Hands-off | Roth | USD | 2025-09-27 | 489,232 | 40,218 | 449,014 | 1 | 58.2 | 25.4 | 9.8 | 6.5 | AMZN:33.3%;MUB:33.3%;IEF:33.3% | US:64.3;EU:17.9;APAC:12.9;EM:4.8;Other:0.1 | Value:+1.0;Growth:-1.0;Quality:-0.2;Size:+0.4;Momentum:+0.8;LowVol:+0.6 | ESGOnly;MaxPos8% | 5 | 35 | 5.9 | trailing 10% | 111 | 17.9 | Sideways | 19.9 | 4.26 | 3 | 112 | -24 | 34 | 61 | false | Rebalance | Shift +1% to bonds from equity | 14 | -4 | BrokerC | LMT | 88 | null | null | Normal monitoring | -42 | -22 | 57 | 4 | false | Increase defensive factor exposure |
P6750 | Opportunistic | IRA | USD | 2024-07-29 | 1,100,304 | 38,881 | 1,061,423 | 1 | 75 | 18.8 | 1 | 5.1 | AMZN:20.5%;XLF:20.5%;TSLA:19.2%;AAPL:20.5%;VTI:19.3% | US:73.4;EU:12.6;APAC:6.9;EM:6.7;Other:0.5 | Value:-0.3;Growth:+0.8;Quality:-0.8;Size:-0.3;Momentum:+0.9;LowVol:-0.1 | MaxPos8%;NoDerivatives | 8 | 25 | 6.1 | hard 12% | 258 | 31 | Bull | 13.8 | 4.95 | 3.2 | 115 | 112 | 100 | 58 | false | Hedge | Add TLT +1% as duration hedge | 15 | 13 | BrokerC | LMT | 89 | null | null | Normal monitoring | 58 | -60 | 189 | 5 | false | Monitor dispersion and breadth |
P6751 | Active | Trust | USD | 2024-09-03 | 1,272,379 | 151,421 | 1,120,958 | 1 | 64.6 | 24.2 | 3.1 | 8 | MSFT:21.5%;MUB:30.1%;TSLA:18.3%;VNQ:30.1% | US:62.4;EU:15.6;APAC:11.6;EM:7.2;Other:3.2 | Value:+0.2;Growth:-0.3;Quality:+0.5;Size:+0.1;Momentum:+0.5;LowVol:+0.5 | NoDerivatives | 8 | 25 | 5 | hard 12% | 133 | 18.9 | Bull | 16.1 | 5 | 3.4 | 107 | 72 | 94 | 41 | false | Sell | Trim extended winner -1% | -12 | -37 | BrokerC | MKT | 91 | null | null | Normal monitoring | -44 | -53 | 5 | 3 | false | Monitor dispersion and breadth |
P6752 | Opportunistic | Taxable | USD | 2025-09-07 | 489,398 | 23,097 | 466,301 | 1 | 63.4 | 17.5 | 14.7 | 4.4 | AAPL:24.3%;QQQ:24.3%;VTI:13.6%;BRK.B:13.4%;VNQ:24.3% | US:70.9;EU:17.1;APAC:7.8;EM:3.8;Other:0.5 | Value:-0.7;Growth:+0.9;Quality:+0.4;Size:+0.1;Momentum:+0.5;LowVol:+0.7 | NoDerivatives | 6 | 30 | 4.3 | trailing 7% | 262 | 24.6 | Volatile | 26.8 | 3.96 | 2.6 | 166 | 24 | 49 | 78 | true | Hedge | Buy index puts 1% notional | 13 | 13 | BrokerB | MKT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 106 | 6 | 186 | 4 | false | Monitor dispersion and breadth |
P6753 | Hands-off | Taxable | USD | 2025-09-04 | 364,954 | 35,159 | 329,795 | 1 | 67.1 | 27.5 | 0 | 5.4 | MSFT:33.3%;AAPL:33.3%;BRK.B:33.3% | US:60.2;EU:10.5;APAC:13.6;EM:13.6;Other:2.0 | Value:+0.3;Growth:+0.8;Quality:+0.4;Size:-0.5;Momentum:+0.3;LowVol:-0.7 | MaxPos7% | 8 | 25 | 4.8 | trailing 8% | 140 | 13.7 | Bull | 17.2 | 3.7 | 2.6 | 118 | 94 | 100 | 56 | false | NoAction | Within bands; monitor | -6 | -27 | BrokerC | LMT | 93 | null | null | Normal monitoring | 44 | -9 | 25 | 5 | false | Tax-aware sells next window |
P6754 | Systematic | Trust | USD | 2025-08-08 | 525,092 | 43,232 | 481,860 | 1 | 65.8 | 28.2 | 0 | 6 | MSFT:33.3%;GLD:33.3%;XLF:33.3% | US:62.4;EU:13.8;APAC:6.8;EM:13.1;Other:3.9 | Value:-0.3;Growth:-0.7;Quality:+0.5;Size:+0.1;Momentum:-0.1;LowVol:-0.8 | NoDerivatives | 8 | 25 | 4 | trailing 8% | 192 | 24.7 | Volatile | 31.4 | 4.65 | 2 | 141 | -1 | 53 | 85 | true | Hedge | Buy index puts 1% notional | 29 | -25 | BrokerA | LMT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 92 | -5 | 101 | 2 | true | Monitor dispersion and breadth |
P6755 | Opportunistic | 401k | USD | 2025-06-20 | 556,251 | 44,473 | 511,778 | 1 | 64.8 | 21.7 | 5.6 | 7.9 | HYG:25.4%;BND:23.9%;QQQ:25.4%;XLF:25.4% | US:65.4;EU:14.1;APAC:10.8;EM:6.9;Other:2.8 | Value:-0.9;Growth:-0.2;Quality:-0.3;Size:-0.4;Momentum:-0.2;LowVol:+0.2 | NoDerivatives | 7 | 25 | 5.9 | trailing 7% | 182 | 28.2 | Bull | 11.5 | 3.79 | 3 | 108 | 64 | 97 | 50 | false | Sell | Trim extended winner -1% | 18 | 10 | BrokerA | LMT | 93 | null | null | Normal monitoring | -2 | -10 | 76 | 5 | false | Tighten stops on momentum names |
P6756 | Cautious | IRA | USD | 2024-08-08 | 854,655 | 77,691 | 776,964 | 1 | 35.6 | 33.9 | 16 | 14.5 | TSLA:21.7%;MUB:19.3%;AMZN:14.3%;XLF:22.3%;QQQ:22.3% | US:64.7;EU:12.2;APAC:10.8;EM:10.0;Other:2.2 | Value:+0.7;Growth:+0.9;Quality:+0.2;Size:-0.6;Momentum:+0.6;LowVol:-0.7 | ESGOnly;NoMargin | 6 | 35 | 3.4 | trailing 8% | 99 | 19.9 | Sideways | 18.5 | 4.84 | 2.8 | 93 | 19 | 58 | 36 | false | Hedge | Add TLT +1% as duration hedge | 33 | -40 | BrokerC | MKT | 91 | null | null | Normal monitoring | 57 | -54 | 84 | 4 | false | Tax-aware sells next window |
P6757 | Active | Taxable | USD | 2025-07-05 | 1,731,927 | 177,695 | 1,554,232 | 1.15 | 67.8 | 25.6 | 0 | 6.6 | VTI:28.1%;HYG:28.1%;GLD:15.8%;MSFT:28.1% | US:68.1;EU:13.0;APAC:9.0;EM:4.9;Other:5.0 | Value:-0.4;Growth:-0.7;Quality:+0.9;Size:+0.7;Momentum:+0.2;LowVol:+0.3 | MaxPos8%;NoDerivatives | 7 | 35 | 4.4 | trailing 9% | 190 | 26.4 | Sideways | 17.9 | 4.66 | 2.6 | 137 | 34 | 59 | 58 | false | Buy | Add to core equity +1% | 34 | -6 | BrokerC | LMT | 86 | null | null | Normal monitoring | -54 | 1 | 14 | 5 | false | Within IPS guidelines |
P6758 | Opportunistic | Trust | USD | 2025-08-09 | 673,894 | 43,744 | 630,150 | 1.14 | 60 | 21 | 12.8 | 6.2 | AMZN:16.4%;HYG:15.6%;XLF:22.7%;VNQ:22.7%;MUB:22.7% | US:72.4;EU:9.7;APAC:8.9;EM:7.8;Other:1.2 | Value:+0.1;Growth:-0.9;Quality:0.0;Size:-0.9;Momentum:+0.4;LowVol:-0.0 | MaxPos6%;NoDerivatives | 6 | 25 | 5.5 | trailing 9% | 177 | 32.3 | Volatile | 22.9 | 3.94 | 3.6 | 141 | 29 | 54 | 60 | false | Rebalance | Shift +1% to bonds from equity | 13 | 4 | BrokerA | VWAP | 100 | null | null | Normal monitoring | 19 | 2 | -5 | 3 | false | Within IPS guidelines |
P6759 | Opportunistic | Roth | USD | 2025-02-04 | 1,762,940 | 106,647 | 1,656,293 | 1 | 74.2 | 20.3 | 0 | 5.5 | VOO:20.1%;HYG:23.0%;BRK.B:23.0%;GLD:23.0%;MUB:10.9% | US:57.9;EU:15.0;APAC:13.9;EM:8.3;Other:4.8 | Value:+0.6;Growth:+0.5;Quality:+0.9;Size:+0.4;Momentum:+0.9;LowVol:+1.0 | MaxPos8% | 7 | 30 | 4.2 | trailing 9% | 176 | 27.6 | Bull | 14 | 4.6 | 3.4 | 107 | 43 | 69 | 42 | false | Rebalance | Shift +1% to bonds from equity | 32 | 15 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 36 | -28 | 54 | 4 | false | Tax-aware sells next window |
P6760 | Active | IRA | USD | 2025-12-07 | 718,577 | 85,135 | 633,442 | 1.17 | 62.7 | 28.8 | 0 | 8.5 | BND:30.7%;TLT:34.7%;XLF:34.7% | US:64.7;EU:13.2;APAC:7.9;EM:9.9;Other:4.3 | Value:-0.7;Growth:+0.9;Quality:-0.1;Size:-0.9;Momentum:+0.2;LowVol:-0.9 | null | 5 | 30 | 4.4 | trailing 8% | 189 | 18.3 | Sideways | 16.8 | 4.67 | 2.7 | 107 | -18 | 46 | 50 | false | Sell | Trim extended winner -1% | 24 | -1 | BrokerB | MKT | 93 | null | null | Normal monitoring | -16 | -14 | 73 | 4 | false | Tighten stops on momentum names |
P6761 | Systematic | 401k | USD | 2025-10-22 | 807,366 | 42,187 | 765,179 | 1 | 60.2 | 22.9 | 10 | 6.9 | XLF:22.9%;QQQ:22.9%;VOO:21.0%;VNQ:22.9%;AMZN:10.3% | US:72.3;EU:6.4;APAC:14.4;EM:5.6;Other:1.3 | Value:-0.9;Growth:-0.2;Quality:-0.1;Size:-0.1;Momentum:-0.1;LowVol:+0.6 | MaxPos6% | 5 | 25 | 4.3 | hard 12% | 194 | 19.4 | Sideways | 21.8 | 4.51 | 3.5 | 124 | -27 | 27 | 68 | false | Sell | Trim extended winner -1% | -1 | 1 | BrokerB | MKT | 95 | null | null | Normal monitoring | 105 | -30 | 80 | 4 | false | Within IPS guidelines |
P6762 | Hands-off | Roth | USD | 2025-11-03 | 415,225 | 29,356 | 385,869 | 1 | 60.4 | 23.6 | 6.6 | 9.4 | TLT:20.9%;MSFT:30.0%;AMZN:30.0%;TSLA:19.1% | US:62.4;EU:12.9;APAC:13.7;EM:7.6;Other:3.3 | Value:+0.9;Growth:-0.9;Quality:+0.3;Size:-0.5;Momentum:-0.5;LowVol:0.0 | ESGOnly;NoDerivatives | 8 | 35 | 3 | hard 10% | 106 | 17.8 | Bull | 12.4 | 4.4 | 2.7 | 103 | 48 | 70 | 36 | false | Rebalance | Shift +1% to bonds from equity | 1 | -3 | BrokerB | LMT | 95 | null | null | Normal monitoring | -2 | 6 | -22 | 3 | false | Monitor dispersion and breadth |
P6763 | Systematic | Trust | USD | 2025-05-03 | 1,484,011 | 97,935 | 1,386,076 | 1 | 62.1 | 30.3 | 0 | 7.6 | BRK.B:17.5%;AAPL:13.5%;GLD:15.5%;QQQ:21.1%;IEF:11.4%;VOO:21.1% | US:69.4;EU:8.4;APAC:14.4;EM:6.8;Other:0.9 | Value:+0.5;Growth:+0.2;Quality:+0.5;Size:+0.4;Momentum:+0.6;LowVol:-0.7 | NoDerivatives | 5 | 25 | 5.3 | hard 12% | 171 | 16.2 | Bear | 26.9 | 4.01 | 2.6 | 162 | 8 | 48 | 74 | true | Rebalance | Rebalance back to target bands | 14 | -4 | BrokerA | MKT | 100 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 58 | -33 | 148 | 3 | false | Monitor dispersion and breadth |
P6764 | Cautious | Trust | USD | 2025-03-13 | 176,602 | 22,390 | 154,212 | 1 | 45.8 | 40 | 0 | 14.1 | VNQ:21.2%;VTI:13.6%;AMZN:10.4%;MSFT:19.0%;HYG:14.5%;BND:21.2% | US:65.5;EU:8.3;APAC:14.7;EM:10.8;Other:0.7 | Value:-0.9;Growth:+0.6;Quality:-0.2;Size:-0.7;Momentum:+0.4;LowVol:0.0 | ESGOnly;MaxPos5%;NoMargin | 5 | 25 | 3.9 | trailing 8% | 141 | 19.6 | Volatile | 24.8 | 3.56 | 3.4 | 151 | -41 | 44 | 54 | false | Hedge | Add TLT +1% as duration hedge | 8 | -7 | BrokerD | MKT | 91 | null | null | Normal monitoring | 22 | 0 | 55 | 3 | false | Within IPS guidelines |
P6765 | Active | IRA | USD | 2025-09-16 | 843,296 | 66,375 | 776,921 | 1 | 65.8 | 25.2 | 0 | 9 | BRK.B:33.3%;MUB:33.3%;GLD:33.3% | US:62.5;EU:17.5;APAC:12.3;EM:5.4;Other:2.3 | Value:-0.6;Growth:+0.9;Quality:+0.3;Size:-0.5;Momentum:-0.3;LowVol:-0.0 | null | 8 | 30 | 5.7 | hard 12% | 165 | 22 | Bull | 14 | 3.61 | 2.1 | 87 | 50 | 76 | 49 | false | NoAction | Within bands; monitor | 14 | -4 | BrokerB | LMT | 86 | null | null | Normal monitoring | 46 | -8 | 57 | 4 | false | Within IPS guidelines |
P6766 | Active | 401k | USD | 2025-04-07 | 2,190,158 | 175,661 | 2,014,497 | 1 | 62.9 | 27.1 | 4.7 | 5.3 | VOO:33.3%;GLD:33.3%;BND:33.3% | US:65.2;EU:18.4;APAC:11.9;EM:3.3;Other:1.2 | Value:+0.4;Growth:-0.3;Quality:+0.9;Size:+0.9;Momentum:+0.9;LowVol:+0.6 | MaxPos5% | 6 | 30 | 5.1 | trailing 9% | 128 | 19.4 | Volatile | 21.5 | 4.42 | 3.4 | 158 | -5 | 44 | 64 | false | Buy | Add to core equity +1% | -2 | -16 | BrokerA | LMT | 92 | null | null | Normal monitoring | 55 | 16 | 123 | 4 | false | Monitor dispersion and breadth |
P6767 | Active | IRA | USD | 2025-06-29 | 1,566,820 | 152,859 | 1,413,961 | 1 | 66.8 | 24.6 | 0.7 | 7.9 | TLT:15.0%;GLD:9.5%;VNQ:20.8%;HYG:20.0%;AAPL:20.6%;VOO:14.1% | US:61.0;EU:17.0;APAC:14.9;EM:3.3;Other:3.8 | Value:+0.6;Growth:-0.9;Quality:+0.7;Size:-0.7;Momentum:-0.6;LowVol:-0.7 | MaxPos7% | 10 | 25 | 4.3 | trailing 8% | 165 | 20.1 | Volatile | 24.7 | 3.63 | 4.5 | 151 | 39 | 54 | 62 | false | Rebalance | Shift +1% to bonds from equity | -5 | -26 | BrokerC | VWAP | 87 | null | null | Normal monitoring | 31 | -21 | -2 | 4 | false | Tighten stops on momentum names |
P6768 | Cautious | Trust | USD | 2025-12-18 | 311,862 | 32,890 | 278,972 | 1 | 35.2 | 32.2 | 19.1 | 13.5 | XLF:33.3%;IEF:33.3%;MSFT:33.3% | US:70.3;EU:7.6;APAC:10.7;EM:10.0;Other:1.4 | Value:+0.5;Growth:+0.2;Quality:+0.1;Size:-0.7;Momentum:-0.6;LowVol:+0.1 | MaxPos7%;NoMargin | 8 | 30 | 5.2 | hard 10% | 135 | 14.1 | Sideways | 14.9 | 4.99 | 2.1 | 137 | 8 | 40 | 30 | false | Sell | Trim extended winner -1% | 22 | -17 | BrokerA | LMT | 86 | null | null | Normal monitoring | -16 | -56 | -18 | 4 | false | Within IPS guidelines |
P6769 | Active | 401k | USD | 2024-08-22 | 547,877 | 61,714 | 486,163 | 1.08 | 61.5 | 29.5 | 0 | 9 | HYG:12.0%;AAPL:12.7%;TSLA:25.1%;MUB:25.1%;VNQ:25.1% | US:71.5;EU:10.5;APAC:8.0;EM:8.2;Other:1.8 | Value:+0.5;Growth:+1.0;Quality:-0.2;Size:+0.5;Momentum:-0.6;LowVol:-0.8 | null | 5 | 30 | 5.7 | hard 12% | 206 | 23.2 | Bull | 14.9 | 3.86 | 2.1 | 113 | 113 | 100 | 41 | false | Hedge | Add TLT +1% as duration hedge | 21 | -28 | BrokerD | MKT | 87 | null | null | Normal monitoring | -54 | -29 | -91 | 4 | false | Tax-aware sells next window |
P6770 | Cautious | IRA | USD | 2024-12-11 | 378,517 | 35,518 | 342,999 | 1 | 43.8 | 34.8 | 4.9 | 16.5 | VTI:24.1%;BRK.B:14.3%;AMZN:13.5%;XLF:24.1%;QQQ:24.1% | US:74.9;EU:7.4;APAC:14.0;EM:3.7;Other:0.0 | Value:+0.7;Growth:+0.4;Quality:+0.8;Size:+0.6;Momentum:-0.0;LowVol:+0.9 | ESGOnly;NoMargin | 10 | 30 | 4.2 | trailing 8% | 92 | 12.4 | Bear | 22.4 | 3.22 | 2.8 | 196 | -97 | 7 | 46 | false | Hedge | Add TLT +1% as duration hedge | 35 | -3 | BrokerC | MKT | 92 | null | null | Normal monitoring | -30 | -59 | -22 | 3 | false | Tighten stops on momentum names |
P6771 | Opportunistic | Trust | USD | 2025-09-22 | 1,064,538 | 73,611 | 990,927 | 1 | 73.2 | 14.2 | 6.9 | 5.7 | TLT:19.7%;GLD:18.2%;VNQ:31.0%;MSFT:31.0% | US:65.2;EU:12.7;APAC:11.4;EM:8.0;Other:2.7 | Value:+0.8;Growth:+0.4;Quality:-0.7;Size:+0.4;Momentum:+1.0;LowVol:-0.6 | null | 10 | 25 | 7 | hard 12% | 191 | 26 | Volatile | 31.5 | 5.47 | 2.8 | 132 | 41 | 61 | 83 | true | Hedge | Buy index puts 1% notional | 33 | -28 | BrokerA | MKT | 86 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -23 | 17 | 51 | 5 | false | Tighten stops on momentum names |
P6772 | Cautious | 401k | USD | 2024-07-16 | 524,157 | 59,769 | 464,388 | 1 | 48.1 | 35 | 1.9 | 14.9 | XLF:16.5%;BRK.B:13.1%;VNQ:19.0%;AMZN:19.6%;TLT:11.1%;GLD:20.6% | US:67.5;EU:14.1;APAC:5.5;EM:9.4;Other:3.4 | Value:-0.9;Growth:-0.8;Quality:+0.3;Size:-1.0;Momentum:-0.5;LowVol:-0.6 | ESGOnly;NoMargin | 5 | 25 | 5.8 | trailing 8% | 115 | 19.5 | Volatile | 28.1 | 4.77 | 4.3 | 159 | 36 | 56 | 61 | false | Hedge | Add TLT +1% as duration hedge | 12 | 11 | BrokerC | LMT | 89 | null | null | Normal monitoring | -39 | -4 | 71 | 3 | false | Tax-aware sells next window |
P6773 | Cautious | Taxable | USD | 2025-11-09 | 709,959 | 105,508 | 604,451 | 1 | 43.5 | 36.8 | 5.3 | 14.4 | TSLA:26.3%;TLT:21.1%;BND:26.3%;MUB:26.3% | US:70.9;EU:8.6;APAC:7.0;EM:9.5;Other:4.1 | Value:0.0;Growth:-0.4;Quality:+0.5;Size:+0.2;Momentum:+0.1;LowVol:+0.3 | MaxPos5%;NoDerivatives;NoMargin | 10 | 35 | 5.3 | trailing 10% | 92 | 12.9 | Bull | 12.6 | 3.6 | 3.4 | 72 | 106 | 100 | 41 | false | Sell | Trim extended winner -1% | -11 | 2 | BrokerD | MKT | 85 | null | null | Normal monitoring | -53 | -48 | 71 | 3 | false | Monitor dispersion and breadth |
P6774 | Cautious | Taxable | USD | 2025-08-10 | 454,571 | 50,404 | 404,167 | 1 | 41.8 | 33.6 | 14.6 | 10.1 | MSFT:22.2%;AMZN:14.9%;VOO:22.2%;AAPL:8.5%;TSLA:18.1%;IEF:14.1% | US:68.6;EU:17.2;APAC:5.9;EM:3.9;Other:4.5 | Value:-0.3;Growth:-0.8;Quality:0.0;Size:-0.4;Momentum:+0.7;LowVol:0.0 | MaxPos7%;NoMargin | 6 | 30 | 5.7 | trailing 10% | 157 | 18 | Bull | 14.8 | 4.82 | 2.1 | 71 | 84 | 81 | 39 | false | NoAction | Within bands; monitor | -9 | -38 | BrokerA | MKT | 0 | null | null | Normal monitoring | -7 | 17 | 101 | 4 | false | Monitor dispersion and breadth |
P6775 | Cautious | 401k | USD | 2025-08-28 | 166,374 | 14,204 | 152,170 | 1 | 41.2 | 44.6 | 3.1 | 11.2 | IEF:12.9%;BND:18.5%;TSLA:11.9%;VNQ:13.8%;MSFT:21.5%;GLD:21.5% | US:62.5;EU:19.0;APAC:11.3;EM:6.7;Other:0.5 | Value:+0.8;Growth:-0.5;Quality:-0.3;Size:-0.9;Momentum:+0.6;LowVol:-0.9 | MaxPos7%;NoDerivatives;NoMargin | 10 | 30 | 4.7 | hard 10% | 142 | 12.2 | Sideways | 21.5 | 3.63 | 3.4 | 105 | -28 | 31 | 41 | false | Rebalance | Shift +1% to bonds from equity | -11 | -36 | BrokerB | MKT | 87 | null | null | Normal monitoring | 82 | -20 | 112 | 5 | false | Tighten stops on momentum names |
P6776 | Cautious | Roth | USD | 2025-08-09 | 478,229 | 52,959 | 425,270 | 1 | 37.6 | 42.6 | 6 | 13.9 | GLD:7.3%;BRK.B:13.1%;IEF:22.0%;AMZN:22.0%;TSLA:13.5%;BND:22.0% | US:62.5;EU:15.0;APAC:9.5;EM:9.4;Other:3.7 | Value:+0.3;Growth:+0.4;Quality:-0.0;Size:+0.8;Momentum:-0.6;LowVol:+0.7 | MaxPos6%;NoMargin | 5 | 25 | 3.2 | hard 10% | 136 | 12.8 | Volatile | 28.9 | 3.71 | 3.1 | 129 | 25 | 63 | 62 | false | Sell | Trim extended winner -1% | 20 | -39 | BrokerA | LMT | 87 | null | null | Normal monitoring | -59 | -59 | 81 | 5 | false | Within IPS guidelines |
P6777 | Cautious | IRA | USD | 2025-03-09 | 207,360 | 18,619 | 188,741 | 1 | 40.6 | 35.9 | 11.6 | 11.9 | BRK.B:21.7%;VTI:21.5%;AAPL:13.6%;TSLA:21.7%;AMZN:21.7% | US:60.8;EU:16.5;APAC:9.3;EM:11.2;Other:2.3 | Value:-0.5;Growth:+0.6;Quality:+0.7;Size:+0.4;Momentum:-0.2;LowVol:-0.0 | ESGOnly;NoMargin | 8 | 30 | 3.3 | hard 10% | 100 | 19.5 | Volatile | 20.1 | 4.43 | 3.7 | 150 | 58 | 80 | 42 | false | Buy | Add to core equity +1% | 4 | -15 | BrokerA | MKT | 85 | null | null | Normal monitoring | 95 | -41 | 83 | 4 | false | Increase defensive factor exposure |
P6778 | Opportunistic | 401k | USD | 2024-09-20 | 923,531 | 31,737 | 891,794 | 1.18 | 63.3 | 16.8 | 13.4 | 6.5 | QQQ:25.3%;AAPL:25.3%;BRK.B:15.3%;HYG:8.7%;GLD:25.3% | US:68.8;EU:13.3;APAC:10.8;EM:4.8;Other:2.3 | Value:+0.9;Growth:+0.7;Quality:+0.1;Size:+0.5;Momentum:+0.5;LowVol:+0.2 | null | 6 | 35 | 5.4 | trailing 7% | 256 | 28.7 | Volatile | 28.4 | 4.21 | 2.1 | 138 | -47 | 22 | 69 | false | Hedge | Add TLT +1% as duration hedge | -8 | -38 | BrokerC | MKT | 98 | null | null | Normal monitoring | -38 | -6 | -61 | 3 | false | Monitor dispersion and breadth |
P6779 | Opportunistic | 401k | USD | 2025-08-30 | 571,065 | 20,569 | 550,496 | 1 | 73.4 | 15.6 | 5.5 | 5.6 | HYG:16.0%;AAPL:22.9%;BRK.B:22.9%;TSLA:22.9%;AMZN:15.3% | US:63.4;EU:14.4;APAC:7.6;EM:12.2;Other:2.3 | Value:-0.0;Growth:+0.3;Quality:+0.6;Size:+0.5;Momentum:+0.3;LowVol:-0.8 | MaxPos6%;NoDerivatives | 6 | 35 | 6.6 | hard 12% | 165 | 30.5 | Bull | 11.1 | 3.59 | 2.9 | 98 | 111 | 100 | 42 | false | Sell | Trim extended winner -1% | -3 | 13 | BrokerC | MKT | 90 | null | null | Normal monitoring | 5 | -32 | 111 | 5 | false | Within IPS guidelines |
P6780 | Active | Roth | USD | 2025-07-22 | 2,479,437 | 256,030 | 2,223,407 | 1 | 53.2 | 19.3 | 22.5 | 5 | HYG:27.8%;TSLA:27.8%;XLF:27.8%;AMZN:16.6% | US:69.0;EU:11.6;APAC:7.0;EM:10.8;Other:1.7 | Value:+0.8;Growth:+1.0;Quality:-0.9;Size:-0.4;Momentum:+0.1;LowVol:+0.5 | MaxPos7% | 7 | 35 | 4.5 | trailing 8% | 207 | 19.9 | Bear | 34.3 | 3.35 | 2.8 | 132 | 24 | 65 | 80 | true | Hedge | Buy index puts 1% notional | 29 | -18 | BrokerC | VWAP | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -35 | -18 | 70 | 4 | false | Tighten stops on momentum names |
P6781 | Hands-off | Taxable | USD | 2024-12-28 | 368,189 | 33,349 | 334,840 | 1 | 69.3 | 16.9 | 4.1 | 9.7 | TLT:19.2%;XLF:18.8%;AMZN:11.5%;BRK.B:13.1%;VNQ:20.8%;VTI:16.6% | US:74.0;EU:7.9;APAC:6.9;EM:11.1;Other:0.1 | Value:+0.4;Growth:+0.8;Quality:+0.8;Size:+0.7;Momentum:-0.3;LowVol:-0.5 | MaxPos5%;NoDerivatives | 7 | 30 | 4.5 | trailing 10% | 163 | 17.4 | Sideways | 17.2 | 3.8 | 2.4 | 109 | 21 | 71 | 48 | false | Buy | Add to core equity +1% | 18 | -40 | BrokerC | LMT | 88 | null | null | Normal monitoring | 91 | 17 | 161 | 5 | false | Increase defensive factor exposure |
P6782 | Cautious | IRA | USD | 2024-11-26 | 374,302 | 37,641 | 336,661 | 1 | 40.6 | 35.4 | 9.6 | 14.5 | MUB:26.7%;AAPL:26.7%;XLF:20.0%;VTI:26.7% | US:71.0;EU:7.3;APAC:8.9;EM:6.0;Other:6.8 | Value:-0.6;Growth:-0.0;Quality:-0.8;Size:+0.9;Momentum:+0.2;LowVol:+0.9 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 8 | 25 | 3.2 | trailing 8% | 168 | 14 | Sideways | 16.5 | 4.22 | 2.3 | 111 | 24 | 49 | 39 | false | Buy | Add to core equity +1% | -11 | -21 | BrokerB | MKT | 92 | null | null | Normal monitoring | 110 | -37 | 191 | 5 | false | Tighten stops on momentum names |
P6783 | Systematic | Taxable | USD | 2025-01-24 | 483,369 | 33,181 | 450,188 | 1 | 62.1 | 24 | 4.7 | 9.1 | AMZN:25.1%;BND:25.1%;QQQ:25.1%;VNQ:24.6% | US:73.8;EU:8.8;APAC:7.9;EM:5.8;Other:3.6 | Value:+0.5;Growth:+0.2;Quality:+0.5;Size:-0.9;Momentum:+0.3;LowVol:+0.2 | MaxPos6% | 5 | 30 | 4.1 | hard 12% | 196 | 18.8 | Bull | 11.8 | 3.53 | 3.4 | 91 | 48 | 79 | 43 | false | Rebalance | Shift +1% to bonds from equity | 14 | -33 | BrokerA | LMT | 93 | null | null | Normal monitoring | 23 | -14 | 62 | 3 | false | Increase defensive factor exposure |
P6784 | Systematic | Trust | USD | 2025-05-26 | 1,002,012 | 80,839 | 921,173 | 1 | 67.6 | 20.8 | 5.5 | 6.2 | IEF:27.2%;VOO:27.2%;TSLA:27.2%;BND:18.3% | US:64.6;EU:15.4;APAC:13.2;EM:3.6;Other:3.3 | Value:+0.9;Growth:-0.2;Quality:+0.5;Size:+0.2;Momentum:+0.8;LowVol:-0.5 | NoDerivatives | 7 | 35 | 5.3 | trailing 8% | 152 | 24 | Volatile | 25.3 | 5.14 | 4.5 | 164 | -35 | 23 | 76 | true | Hedge | Buy index puts 1% notional | 23 | -16 | BrokerB | LMT | 100 | VAR>budget | Pause | Risk above budget threshold | -21 | -19 | -24 | 2 | false | Increase defensive factor exposure |
P6785 | Systematic | Trust | USD | 2025-03-26 | 472,613 | 40,302 | 432,311 | 1 | 60.4 | 21.4 | 9.9 | 8.2 | AMZN:23.3%;QQQ:25.6%;HYG:25.6%;BRK.B:25.6% | US:71.5;EU:12.1;APAC:6.7;EM:6.6;Other:3.0 | Value:+0.5;Growth:+0.1;Quality:-1.0;Size:+0.2;Momentum:+0.6;LowVol:+1.0 | null | 5 | 30 | 5.5 | trailing 9% | 151 | 26.8 | Bull | 14.3 | 3.82 | 2.5 | 75 | 18 | 61 | 49 | false | Sell | Trim extended winner -1% | 28 | -3 | BrokerC | LMT | 91 | null | null | Normal monitoring | -19 | -46 | 16 | 3 | false | Tighten stops on momentum names |
P6786 | Cautious | Taxable | USD | 2024-10-24 | 515,690 | 81,632 | 434,058 | 1 | 50.7 | 35.6 | 3.6 | 10.1 | XLF:22.4%;HYG:25.9%;TSLA:25.9%;VTI:25.9% | US:68.1;EU:8.8;APAC:12.7;EM:6.4;Other:4.0 | Value:-0.9;Growth:-0.0;Quality:+0.7;Size:-0.5;Momentum:+0.2;LowVol:+1.0 | ESGOnly;NoDerivatives;NoMargin | 7 | 25 | 4.9 | trailing 10% | 100 | 19.4 | Volatile | 21.3 | 4.82 | 2.1 | 178 | 30 | 55 | 54 | true | Rebalance | Rebalance back to target bands | -14 | -33 | BrokerD | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 87 | -31 | 140 | 5 | false | Monitor dispersion and breadth |
P6787 | Opportunistic | Trust | USD | 2024-08-18 | 898,875 | 29,163 | 869,712 | 1 | 74.1 | 16.4 | 1.6 | 8 | MUB:20.1%;VOO:23.5%;VTI:23.5%;MSFT:11.0%;IEF:21.9% | US:68.8;EU:16.2;APAC:6.3;EM:6.1;Other:2.6 | Value:+0.5;Growth:+0.6;Quality:-0.7;Size:-0.6;Momentum:-0.3;LowVol:-0.2 | null | 8 | 25 | 5.6 | trailing 7% | 233 | 29.1 | Bull | 12.5 | 4.54 | 3.5 | 119 | 45 | 79 | 49 | false | Buy | Add to core equity +1% | -8 | -3 | BrokerC | LMT | 93 | null | null | Normal monitoring | -50 | -47 | -16 | 4 | false | Tighten stops on momentum names |
P6788 | Cautious | 401k | USD | 2025-02-13 | 858,541 | 124,705 | 733,836 | 1 | 49.3 | 38.6 | 0 | 12.1 | AAPL:24.3%;BRK.B:24.3%;BND:15.8%;TLT:11.5%;VTI:24.3% | US:62.2;EU:17.8;APAC:11.6;EM:7.5;Other:0.9 | Value:+0.2;Growth:+0.8;Quality:+0.2;Size:-0.6;Momentum:-0.7;LowVol:-0.4 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 25 | 5.3 | trailing 10% | 147 | 14.1 | Bull | 13.4 | 4.6 | 2.6 | 112 | 18 | 59 | 26 | false | NoAction | Within bands; monitor | 28 | -5 | BrokerA | MKT | 0 | null | null | Normal monitoring | 16 | 11 | 39 | 3 | false | Tax-aware sells next window |
P6789 | Active | 401k | USD | 2025-12-21 | 782,287 | 59,071 | 723,216 | 1 | 56.5 | 27.6 | 6.3 | 9.7 | BRK.B:33.3%;QQQ:33.3%;GLD:33.3% | US:71.5;EU:9.7;APAC:8.4;EM:9.0;Other:1.4 | Value:+0.2;Growth:-0.9;Quality:+0.5;Size:+0.8;Momentum:-0.6;LowVol:-0.0 | null | 10 | 30 | 4.5 | trailing 9% | 157 | 23 | Bear | 34.9 | 3.08 | 2.7 | 151 | -78 | 12 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 14 | -5 | BrokerA | MKT | 99 | VAR>budget | Reduce | Risk above budget threshold | 4 | -45 | 121 | 2 | false | Increase defensive factor exposure |
P6790 | Active | Roth | USD | 2025-05-09 | 1,208,527 | 99,547 | 1,108,980 | 1 | 51 | 18.6 | 24.5 | 5.9 | IEF:18.9%;VOO:23.5%;TLT:10.5%;VNQ:23.5%;BND:23.5% | US:71.1;EU:7.9;APAC:9.8;EM:5.4;Other:5.8 | Value:+0.1;Growth:-0.1;Quality:-0.0;Size:-0.2;Momentum:-0.6;LowVol:-0.5 | null | 7 | 35 | 4.1 | hard 12% | 205 | 18.6 | Bull | 15.2 | 4.79 | 2.9 | 79 | 100 | 97 | 42 | false | Rebalance | Shift +1% to bonds from equity | 0 | 7 | BrokerA | LMT | 92 | null | null | Normal monitoring | 30 | -33 | 163 | 3 | false | Increase defensive factor exposure |
P6791 | Active | IRA | USD | 2024-11-02 | 1,835,218 | 218,904 | 1,616,314 | 1.22 | 64.5 | 30.2 | 0 | 5.3 | BND:22.1%;VNQ:19.0%;TSLA:22.1%;BRK.B:22.1%;VOO:14.6% | US:64.3;EU:18.0;APAC:12.2;EM:4.5;Other:0.9 | Value:-0.4;Growth:+0.9;Quality:+0.5;Size:-0.8;Momentum:-0.1;LowVol:+0.6 | null | 10 | 30 | 4.7 | trailing 8% | 177 | 25.8 | Bull | 14.7 | 4.35 | 2.9 | 75 | 90 | 100 | 41 | false | Rebalance | Shift +1% to bonds from equity | 30 | -19 | BrokerC | LMT | 95 | null | null | Normal monitoring | 36 | -46 | 74 | 3 | false | Monitor dispersion and breadth |
P6792 | Cautious | IRA | USD | 2024-10-01 | 331,744 | 40,880 | 290,864 | 1 | 46.6 | 42.4 | 0 | 11 | MSFT:23.9%;MUB:28.2%;VNQ:28.2%;VTI:19.6% | US:62.8;EU:18.9;APAC:11.9;EM:4.3;Other:2.2 | Value:+0.6;Growth:-0.5;Quality:-0.6;Size:-0.5;Momentum:+0.5;LowVol:+0.1 | MaxPos6%;NoMargin | 10 | 25 | 5.6 | trailing 10% | 144 | 18.2 | Bear | 32.5 | 4.23 | 2.5 | 189 | -103 | 5 | 82 | true | Rebalance | Rebalance back to target bands | -7 | -33 | BrokerA | LMT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 48 | 15 | 145 | 3 | false | Increase defensive factor exposure |
P6793 | Opportunistic | 401k | USD | 2024-10-30 | 1,312,198 | 93,777 | 1,218,421 | 1 | 77.2 | 10.4 | 4 | 8.4 | BND:22.0%;TLT:11.8%;TSLA:22.0%;AMZN:22.0%;IEF:15.8%;MSFT:6.3% | US:63.8;EU:11.0;APAC:15.4;EM:8.6;Other:1.3 | Value:-0.7;Growth:-0.2;Quality:-0.7;Size:+0.6;Momentum:-0.1;LowVol:-0.8 | MaxPos8% | 10 | 30 | 6.4 | trailing 7% | 168 | 26.9 | Volatile | 25.5 | 5.27 | 4 | 154 | -8 | 55 | 83 | true | Hedge | Buy index puts 1% notional | 27 | -1 | BrokerC | VWAP | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 28 | 16 | 130 | 2 | false | Tax-aware sells next window |
P6794 | Cautious | IRA | USD | 2024-12-01 | 454,626 | 63,027 | 391,599 | 1 | 44.5 | 33.3 | 11.5 | 10.7 | QQQ:20.6%;TSLA:12.1%;TLT:11.3%;HYG:16.4%;VTI:20.6%;MUB:19.0% | US:65.0;EU:7.7;APAC:11.7;EM:10.1;Other:5.5 | Value:-0.7;Growth:+0.8;Quality:-0.3;Size:+0.4;Momentum:-0.6;LowVol:+0.7 | NoMargin | 6 | 35 | 3.9 | hard 10% | 129 | 18.2 | Bull | 15.7 | 4.36 | 2.7 | 94 | 90 | 100 | 29 | true | Reduce | Cut high-beta by 2-3%, add cash | 22 | -5 | BrokerB | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -58 | -46 | -90 | 5 | false | Tighten stops on momentum names |
P6795 | Active | Trust | USD | 2024-08-01 | 2,358,837 | 182,887 | 2,175,950 | 1 | 55.3 | 22.6 | 16.2 | 5.8 | IEF:11.3%;QQQ:22.2%;TLT:12.4%;VTI:12.9%;BND:20.9%;AMZN:20.3% | US:61.3;EU:16.5;APAC:11.7;EM:10.4;Other:0.1 | Value:-0.8;Growth:-0.7;Quality:-0.0;Size:+0.6;Momentum:-0.3;LowVol:+0.3 | null | 10 | 30 | 4.9 | trailing 8% | 222 | 18.8 | Bull | 12.8 | 3.63 | 2.2 | 114 | 55 | 87 | 34 | false | Rebalance | Shift +1% to bonds from equity | 33 | -6 | BrokerA | MKT | 99 | null | null | Normal monitoring | 6 | 10 | 47 | 4 | false | Within IPS guidelines |
P6796 | Cautious | Trust | USD | 2025-05-22 | 624,880 | 91,778 | 533,102 | 1 | 53.3 | 34.7 | 0 | 11.9 | BRK.B:27.8%;QQQ:16.7%;AMZN:27.8%;VTI:27.8% | US:65.9;EU:17.9;APAC:5.6;EM:9.5;Other:1.1 | Value:-1.0;Growth:+0.9;Quality:-0.6;Size:+0.2;Momentum:-0.8;LowVol:0.0 | NoMargin | 8 | 25 | 5.8 | trailing 8% | 99 | 13.7 | Bull | 13.9 | 3.78 | 3.2 | 79 | 68 | 94 | 46 | false | Sell | Trim extended winner -1% | 21 | 6 | BrokerC | LMT | 98 | null | null | Normal monitoring | 22 | -13 | 103 | 3 | false | Within IPS guidelines |
P6797 | Systematic | Taxable | USD | 2024-11-13 | 1,063,675 | 68,742 | 994,933 | 1 | 55 | 33 | 2.3 | 9.8 | TSLA:13.0%;XLF:20.5%;MSFT:18.3%;BRK.B:19.0%;IEF:20.5%;HYG:8.8% | US:67.4;EU:13.7;APAC:9.9;EM:5.1;Other:3.9 | Value:+0.2;Growth:-0.3;Quality:+0.1;Size:+0.7;Momentum:-0.2;LowVol:+0.3 | NoDerivatives | 8 | 35 | 5.4 | trailing 9% | 171 | 25.6 | Sideways | 14.1 | 3.53 | 3.4 | 127 | 44 | 80 | 43 | false | Rebalance | Shift +1% to bonds from equity | 31 | -27 | BrokerC | MKT | 86 | null | null | Normal monitoring | 67 | -54 | 61 | 4 | false | Tax-aware sells next window |
P6798 | Cautious | IRA | USD | 2025-05-29 | 313,770 | 27,227 | 286,543 | 1 | 42.4 | 41.7 | 0 | 16 | VOO:25.5%;XLF:18.9%;AAPL:14.0%;IEF:16.1%;VTI:25.5% | US:72.1;EU:8.2;APAC:9.3;EM:6.2;Other:4.2 | Value:-0.6;Growth:-0.5;Quality:-0.7;Size:+1.0;Momentum:+0.9;LowVol:-0.5 | ESGOnly;NoMargin | 8 | 25 | 4.2 | hard 10% | 145 | 18.4 | Bull | 17.3 | 3.66 | 3.1 | 79 | 101 | 100 | 46 | false | Buy | Add to core equity +1% | 20 | -37 | BrokerD | LMT | 95 | null | null | Normal monitoring | 63 | -18 | 141 | 4 | false | Within IPS guidelines |
P6799 | Cautious | Roth | USD | 2024-12-28 | 798,350 | 124,387 | 673,963 | 1 | 50.5 | 38.4 | 1 | 10.2 | HYG:19.4%;BND:14.5%;AAPL:18.4%;QQQ:18.8%;IEF:16.7%;BRK.B:12.3% | US:66.4;EU:12.7;APAC:11.1;EM:6.6;Other:3.2 | Value:+0.4;Growth:+1.0;Quality:-0.9;Size:-0.3;Momentum:+0.4;LowVol:-0.7 | ESGOnly;MaxPos5%;NoMargin | 6 | 30 | 3.5 | trailing 10% | 122 | 15.4 | Sideways | 14.1 | 3.52 | 2.3 | 113 | -10 | 52 | 37 | false | Sell | Trim extended winner -1% | -14 | -20 | BrokerB | MKT | 98 | null | null | Normal monitoring | 73 | -12 | 61 | 3 | false | Within IPS guidelines |
P6800 | Hands-off | Taxable | USD | 2025-07-13 | 614,663 | 37,314 | 577,349 | 1 | 67.7 | 27.3 | 0 | 5 | QQQ:33.3%;BND:33.3%;BRK.B:33.3% | US:66.1;EU:16.2;APAC:11.2;EM:4.3;Other:2.2 | Value:-0.8;Growth:-0.4;Quality:+0.8;Size:-0.6;Momentum:-0.0;LowVol:+0.1 | null | 7 | 25 | 4.6 | trailing 10% | 121 | 17.9 | Bear | 33.3 | 3.36 | 2 | 147 | -30 | 37 | 94 | true | Rebalance | Rebalance back to target bands | 10 | -22 | BrokerA | MKT | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -54 | -23 | 2 | 3 | false | Within IPS guidelines |
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