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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P6901 | Cautious | 401k | USD | 2024-10-13 | 860,342 | 74,669 | 785,673 | 1 | 51.6 | 36.1 | 0 | 12.4 | HYG:21.7%;BRK.B:25.9%;QQQ:15.2%;VNQ:25.9%;AMZN:11.3% | US:65.6;EU:9.0;APAC:10.8;EM:10.8;Other:3.9 | Value:-0.3;Growth:-0.9;Quality:+0.1;Size:+1.0;Momentum:+0.6;LowVol:+0.1 | MaxPos6%;NoMargin | 7 | 30 | 3.4 | trailing 8% | 128 | 18.3 | Volatile | 30.5 | 5.12 | 2.6 | 131 | -11 | 43 | 65 | false | Rebalance | Shift +1% to bonds from equity | 2 | -37 | BrokerC | LMT | 87 | null | null | Normal monitoring | 120 | 1 | 254 | 5 | false | Tighten stops on momentum names |
P6902 | Cautious | IRA | USD | 2024-09-14 | 418,992 | 40,873 | 378,119 | 1 | 38 | 33.8 | 14 | 14.2 | BRK.B:17.6%;BND:20.2%;VOO:16.0%;TSLA:19.8%;GLD:6.2%;HYG:20.2% | US:66.8;EU:15.8;APAC:7.5;EM:7.6;Other:2.2 | Value:-0.4;Growth:-0.6;Quality:+0.8;Size:+0.8;Momentum:+0.9;LowVol:+0.1 | NoMargin | 10 | 35 | 3.8 | hard 10% | 151 | 13.6 | Bull | 15.1 | 4.55 | 3 | 109 | 55 | 91 | 26 | false | Buy | Add to core equity +1% | 9 | 8 | BrokerC | MKT | 99 | null | null | Normal monitoring | -15 | -8 | -32 | 3 | false | Within IPS guidelines |
P6903 | Cautious | IRA | USD | 2025-11-18 | 411,836 | 51,084 | 360,752 | 1 | 38.4 | 41.8 | 7.5 | 12.2 | GLD:35.2%;AMZN:35.2%;BND:29.5% | US:64.9;EU:10.9;APAC:10.4;EM:10.1;Other:3.7 | Value:+1.0;Growth:-0.1;Quality:+0.2;Size:-0.2;Momentum:-0.8;LowVol:+0.9 | MaxPos5%;NoDerivatives;NoMargin | 8 | 30 | 3.1 | trailing 8% | 117 | 19.4 | Bear | 23 | 4.35 | 1.6 | 152 | -8 | 33 | 42 | false | Sell | Trim extended winner -1% | -1 | -3 | BrokerC | MKT | 90 | null | null | Normal monitoring | -27 | -11 | 10 | 3 | false | Within IPS guidelines |
P6904 | Opportunistic | 401k | USD | 2025-01-02 | 641,978 | 25,286 | 616,692 | 1 | 70.9 | 10.1 | 14.2 | 4.8 | VNQ:33.8%;XLF:32.4%;MUB:33.8% | US:67.2;EU:8.1;APAC:13.0;EM:10.0;Other:1.7 | Value:+0.2;Growth:-0.9;Quality:-0.5;Size:+0.7;Momentum:-0.3;LowVol:+0.3 | null | 6 | 25 | 5.6 | trailing 9% | 215 | 34.3 | Bull | 12.6 | 3.89 | 2.1 | 112 | 62 | 79 | 41 | false | Sell | Trim extended winner -1% | 21 | -10 | BrokerD | MKT | 95 | null | null | Normal monitoring | 16 | 0 | 12 | 5 | false | Monitor dispersion and breadth |
P6905 | Active | 401k | USD | 2025-11-16 | 2,271,650 | 238,189 | 2,033,461 | 1 | 64.9 | 27.1 | 1.3 | 6.7 | GLD:23.5%;VTI:18.6%;TSLA:23.5%;IEF:23.5%;HYG:11.0% | US:75.2;EU:6.5;APAC:6.7;EM:10.9;Other:0.8 | Value:+0.5;Growth:+0.9;Quality:+0.5;Size:-0.7;Momentum:-0.8;LowVol:-0.8 | null | 10 | 30 | 5.8 | hard 12% | 193 | 21.5 | Bull | 14.8 | 4.05 | 2.8 | 90 | 28 | 49 | 40 | false | Rebalance | Shift +1% to bonds from equity | 20 | -14 | BrokerB | VWAP | 91 | null | null | Normal monitoring | 32 | -59 | 108 | 5 | false | Tax-aware sells next window |
P6906 | Cautious | Roth | USD | 2024-09-22 | 330,707 | 33,386 | 297,321 | 1 | 40 | 40.5 | 3 | 16.4 | MUB:28.1%;BND:15.6%;AMZN:28.1%;QQQ:28.1% | US:79.6;EU:5.1;APAC:9.1;EM:6.1;Other:0.1 | Value:-0.6;Growth:-0.1;Quality:-0.1;Size:+0.4;Momentum:-0.7;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 7 | 25 | 6 | trailing 8% | 94 | 19 | Volatile | 21.9 | 4.04 | 4.1 | 170 | 65 | 81 | 46 | false | NoAction | Within bands; monitor | -3 | -32 | BrokerB | LMT | 85 | null | null | Normal monitoring | 91 | -50 | 129 | 3 | false | Monitor dispersion and breadth |
P6907 | Hands-off | 401k | USD | 2025-11-11 | 548,604 | 30,290 | 518,314 | 1 | 61.7 | 27.8 | 5.4 | 5.1 | VTI:33.3%;VNQ:33.3%;QQQ:33.3% | US:68.8;EU:10.2;APAC:14.9;EM:4.8;Other:1.3 | Value:-0.6;Growth:+0.7;Quality:-0.5;Size:+0.6;Momentum:+0.9;LowVol:+0.7 | MaxPos8%;NoDerivatives | 8 | 25 | 4.7 | hard 10% | 135 | 14.2 | Bull | 17.7 | 4.58 | 2.1 | 73 | 29 | 62 | 60 | false | Buy | Add to core equity +1% | 27 | 11 | BrokerC | LMT | 91 | null | null | Normal monitoring | 93 | 2 | 159 | 4 | false | Within IPS guidelines |
P6908 | Active | IRA | USD | 2025-01-25 | 995,671 | 96,636 | 899,035 | 1 | 52.7 | 21.1 | 20.2 | 5.9 | GLD:21.9%;MUB:21.9%;TSLA:17.9%;AAPL:17.8%;VOO:20.5% | US:68.0;EU:9.2;APAC:13.3;EM:5.9;Other:3.5 | Value:-0.4;Growth:+0.4;Quality:+0.8;Size:+0.1;Momentum:+0.1;LowVol:+0.1 | null | 5 | 30 | 4.7 | trailing 8% | 180 | 17.6 | Sideways | 20.9 | 4.82 | 2.3 | 130 | -22 | 48 | 57 | false | NoAction | Within bands; monitor | 25 | 0 | BrokerA | MKT | 0 | null | null | Normal monitoring | 76 | -10 | 190 | 5 | false | Monitor dispersion and breadth |
P6909 | Hands-off | Taxable | USD | 2025-07-25 | 380,308 | 16,163 | 364,145 | 1 | 69.8 | 23.5 | 0 | 6.7 | MUB:34.5%;QQQ:34.5%;TLT:31.0% | US:65.4;EU:11.0;APAC:14.1;EM:7.8;Other:1.7 | Value:-0.7;Growth:-0.4;Quality:-0.1;Size:0.0;Momentum:+0.9;LowVol:-0.5 | null | 7 | 35 | 3.4 | trailing 8% | 117 | 17.8 | Bull | 12.1 | 4.87 | 2.3 | 116 | 109 | 100 | 48 | false | Rebalance | Shift +1% to bonds from equity | -4 | -39 | BrokerA | MKT | 100 | null | null | Normal monitoring | 25 | -24 | 5 | 5 | false | Tax-aware sells next window |
P6910 | Hands-off | IRA | USD | 2025-01-13 | 881,726 | 82,143 | 799,583 | 1 | 58.7 | 16 | 19.2 | 6.1 | GLD:23.6%;BRK.B:17.2%;MSFT:15.5%;AAPL:23.6%;TLT:20.0% | US:62.5;EU:16.7;APAC:6.9;EM:10.4;Other:3.5 | Value:-0.7;Growth:-0.3;Quality:+1.0;Size:-0.3;Momentum:-0.0;LowVol:+0.3 | ESGOnly | 8 | 30 | 4 | trailing 8% | 103 | 19.1 | Volatile | 27 | 3.98 | 3.2 | 139 | 28 | 65 | 62 | false | NoAction | Within bands; monitor | 28 | 10 | BrokerC | LMT | 100 | null | null | Normal monitoring | -37 | -48 | -7 | 5 | false | Tax-aware sells next window |
P6911 | Systematic | IRA | USD | 2024-08-01 | 436,247 | 34,679 | 401,568 | 1 | 65.6 | 26.5 | 0 | 7.9 | QQQ:21.9%;TSLA:9.5%;AMZN:21.9%;AAPL:10.7%;TLT:17.7%;MSFT:18.5% | US:74.8;EU:11.1;APAC:10.2;EM:3.1;Other:0.8 | Value:-0.2;Growth:+0.1;Quality:-0.1;Size:-0.2;Momentum:+0.9;LowVol:+0.7 | NoDerivatives | 5 | 30 | 4 | trailing 8% | 195 | 27.1 | Bull | 13.6 | 4.18 | 2.7 | 83 | 6 | 38 | 50 | false | Buy | Add to core equity +1% | 34 | -19 | BrokerC | MKT | 99 | null | null | Normal monitoring | 89 | 6 | 139 | 4 | false | Tax-aware sells next window |
P6912 | Cautious | Trust | USD | 2025-09-15 | 323,380 | 37,267 | 286,113 | 1 | 43.5 | 35.3 | 9.1 | 12.1 | TSLA:33.3%;HYG:33.3%;QQQ:33.3% | US:66.5;EU:11.6;APAC:8.5;EM:10.7;Other:2.7 | Value:-0.6;Growth:-0.6;Quality:-0.6;Size:+0.8;Momentum:-0.2;LowVol:-0.2 | NoDerivatives;NoMargin | 6 | 25 | 5.7 | trailing 8% | 91 | 14.6 | Bull | 16.6 | 4.28 | 2.5 | 102 | 50 | 64 | 37 | true | Hedge | Buy index puts 1% notional | 12 | -34 | BrokerD | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | -43 | -34 | 36 | 5 | false | Monitor dispersion and breadth |
P6913 | Systematic | 401k | USD | 2024-12-11 | 1,921,237 | 181,008 | 1,740,229 | 1 | 57.4 | 35 | 0.2 | 7.4 | AMZN:16.1%;BRK.B:23.2%;HYG:12.0%;VTI:11.0%;MUB:14.6%;AAPL:23.2% | US:67.0;EU:10.4;APAC:8.1;EM:10.2;Other:4.3 | Value:-0.0;Growth:-0.8;Quality:0.0;Size:-0.6;Momentum:+0.4;LowVol:+0.2 | MaxPos7% | 10 | 35 | 6 | trailing 9% | 173 | 23.6 | Sideways | 18.4 | 4.91 | 2.2 | 124 | 28 | 69 | 43 | false | Rebalance | Shift +1% to bonds from equity | 20 | 2 | BrokerA | LMT | 97 | null | null | Normal monitoring | 18 | -53 | 78 | 5 | false | Tighten stops on momentum names |
P6914 | Hands-off | IRA | USD | 2025-06-08 | 165,742 | 9,653 | 156,089 | 1 | 68.9 | 22.4 | 2.7 | 6 | TLT:29.1%;VTI:29.1%;HYG:12.6%;VOO:29.1% | US:68.1;EU:10.9;APAC:9.5;EM:9.7;Other:1.8 | Value:+0.4;Growth:+0.2;Quality:+0.6;Size:-0.6;Momentum:-0.6;LowVol:-0.7 | ESGOnly;MaxPos8% | 6 | 30 | 5.1 | hard 10% | 102 | 12.1 | Bear | 26.6 | 3.58 | 1.8 | 204 | 35 | 79 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -30 | BrokerC | LMT | 88 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -50 | -18 | -48 | 5 | false | Monitor dispersion and breadth |
P6915 | Cautious | Taxable | USD | 2025-06-07 | 659,244 | 57,771 | 601,473 | 1 | 48.5 | 38.2 | 0 | 13.3 | TSLA:11.8%;QQQ:22.2%;VNQ:22.2%;VOO:21.6%;BND:22.2% | US:58.9;EU:22.5;APAC:6.8;EM:8.5;Other:3.3 | Value:+0.4;Growth:+0.3;Quality:+0.5;Size:0.0;Momentum:-0.4;LowVol:+0.6 | ESGOnly;MaxPos5%;NoMargin | 10 | 35 | 4 | trailing 8% | 158 | 17.4 | Volatile | 25.5 | 4.36 | 4.3 | 116 | -49 | 11 | 55 | false | Rebalance | Shift +1% to bonds from equity | -12 | -3 | BrokerA | MKT | 88 | null | null | Normal monitoring | 80 | -6 | 189 | 3 | false | Increase defensive factor exposure |
P6916 | Opportunistic | Trust | USD | 2024-12-30 | 1,101,349 | 51,420 | 1,049,929 | 1 | 61.7 | 21 | 9.5 | 7.8 | TLT:28.6%;BRK.B:21.4%;HYG:28.6%;BND:21.4% | US:74.7;EU:11.9;APAC:6.6;EM:4.2;Other:2.6 | Value:+0.2;Growth:+0.1;Quality:+0.8;Size:-0.9;Momentum:-0.4;LowVol:+0.3 | MaxPos8%;NoDerivatives | 10 | 35 | 6.1 | trailing 7% | 203 | 34.8 | Volatile | 29.5 | 3.71 | 2.2 | 132 | 14 | 58 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | -18 | BrokerB | VWAP | 98 | VAR>budget | Reduce | Risk above budget threshold | -60 | -33 | 64 | 3 | false | Within IPS guidelines |
P6917 | Hands-off | Trust | USD | 2025-01-29 | 717,114 | 63,086 | 654,028 | 1 | 64.3 | 26.1 | 1.8 | 7.9 | MUB:13.7%;XLF:19.9%;GLD:20.2%;VTI:17.1%;BND:20.2%;HYG:8.9% | US:59.2;EU:16.4;APAC:8.9;EM:12.2;Other:3.4 | Value:+0.5;Growth:+0.4;Quality:+0.7;Size:+0.7;Momentum:+0.5;LowVol:-0.3 | MaxPos6%;NoDerivatives | 8 | 35 | 3.3 | trailing 10% | 90 | 12.6 | Bull | 12.8 | 3.99 | 3.5 | 88 | 26 | 73 | 47 | false | Sell | Trim extended winner -1% | 22 | -30 | BrokerB | LMT | 99 | null | null | Normal monitoring | -26 | -18 | -21 | 5 | false | Within IPS guidelines |
P6918 | Opportunistic | Trust | USD | 2025-06-16 | 375,296 | 29,221 | 346,075 | 1 | 73 | 21.2 | 0 | 5.8 | AMZN:10.2%;MUB:22.6%;VNQ:22.6%;TSLA:22.6%;GLD:22.1% | US:60.4;EU:21.1;APAC:5.7;EM:11.9;Other:0.9 | Value:-0.6;Growth:-0.1;Quality:-0.8;Size:-0.2;Momentum:-0.4;LowVol:+0.8 | NoDerivatives | 5 | 25 | 4.1 | trailing 7% | 263 | 24.9 | Sideways | 18 | 3.83 | 3.2 | 135 | -30 | 36 | 62 | false | Buy | Add to core equity +1% | 16 | 9 | BrokerB | MKT | 92 | null | null | Normal monitoring | 63 | -23 | 48 | 4 | false | Within IPS guidelines |
P6919 | Cautious | Trust | USD | 2024-07-17 | 206,447 | 27,749 | 178,698 | 1 | 45.4 | 40.2 | 0 | 14.4 | QQQ:36.2%;VTI:36.2%;BRK.B:27.7% | US:59.7;EU:14.3;APAC:15.7;EM:4.8;Other:5.4 | Value:-0.0;Growth:-0.3;Quality:-0.3;Size:+0.1;Momentum:-0.3;LowVol:-0.0 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 25 | 4.7 | hard 10% | 100 | 15.6 | Bull | 12.8 | 4.88 | 2.8 | 119 | 42 | 76 | 39 | false | Buy | Add to core equity +1% | -1 | -24 | BrokerC | LMT | 98 | null | null | Normal monitoring | 111 | -58 | 216 | 5 | false | Monitor dispersion and breadth |
P6920 | Hands-off | 401k | USD | 2025-11-20 | 202,172 | 12,904 | 189,268 | 1 | 69.5 | 25.1 | 0 | 5.4 | GLD:22.0%;MSFT:18.4%;VOO:29.8%;BRK.B:29.8% | US:73.3;EU:7.1;APAC:12.9;EM:3.6;Other:3.2 | Value:-0.6;Growth:-0.5;Quality:+0.3;Size:-0.7;Momentum:-0.6;LowVol:+0.8 | ESGOnly;MaxPos7% | 7 | 30 | 4.3 | trailing 8% | 152 | 16.3 | Sideways | 14.6 | 4.3 | 3.2 | 131 | 22 | 66 | 46 | false | Sell | Trim extended winner -1% | -5 | -15 | BrokerA | MKT | 98 | null | null | Normal monitoring | -9 | -53 | -37 | 4 | false | Monitor dispersion and breadth |
P6921 | Active | 401k | USD | 2025-03-05 | 882,023 | 87,099 | 794,924 | 1 | 54.2 | 25.9 | 10.1 | 9.9 | AMZN:18.2%;MUB:10.2%;XLF:22.5%;TSLA:18.6%;IEF:7.9%;HYG:22.5% | US:72.9;EU:11.0;APAC:11.1;EM:4.8;Other:0.2 | Value:-0.2;Growth:+0.5;Quality:+0.5;Size:-0.1;Momentum:-0.5;LowVol:+0.9 | null | 5 | 30 | 4 | hard 12% | 170 | 26.5 | Sideways | 17.5 | 4.89 | 3.4 | 131 | 6 | 42 | 38 | false | Sell | Trim extended winner -1% | 22 | -10 | BrokerB | MKT | 87 | null | null | Normal monitoring | -58 | 14 | 32 | 3 | false | Tax-aware sells next window |
P6922 | Cautious | IRA | USD | 2025-09-16 | 553,727 | 84,823 | 468,904 | 1 | 39.8 | 34.8 | 13.6 | 11.8 | QQQ:21.2%;BRK.B:29.7%;TSLA:19.4%;XLF:29.7% | US:68.5;EU:10.2;APAC:11.8;EM:7.1;Other:2.4 | Value:-0.7;Growth:+0.8;Quality:+0.6;Size:-0.5;Momentum:-0.4;LowVol:-0.8 | NoMargin | 6 | 25 | 3.5 | hard 10% | 164 | 14.2 | Bear | 23.1 | 3.71 | 2.8 | 136 | 36 | 79 | 49 | false | Buy | Add to core equity +1% | 8 | -16 | BrokerB | LMT | 89 | null | null | Normal monitoring | 20 | -39 | 72 | 4 | false | Monitor dispersion and breadth |
P6923 | Systematic | 401k | USD | 2025-01-27 | 1,285,220 | 71,109 | 1,214,111 | 1 | 59.2 | 31.3 | 2.5 | 6.9 | VOO:33.3%;TLT:33.3%;MSFT:33.3% | US:70.6;EU:5.6;APAC:11.5;EM:8.4;Other:3.9 | Value:-0.0;Growth:-0.7;Quality:-0.5;Size:+0.1;Momentum:-0.0;LowVol:+0.2 | MaxPos6% | 10 | 30 | 5.6 | trailing 9% | 199 | 27.2 | Volatile | 30 | 5.41 | 4.2 | 180 | -49 | 28 | 66 | false | Rebalance | Shift +1% to bonds from equity | 34 | -37 | BrokerD | MKT | 96 | null | null | Normal monitoring | -52 | -9 | -86 | 3 | false | Within IPS guidelines |
P6924 | Cautious | Trust | USD | 2025-08-04 | 282,143 | 33,176 | 248,967 | 1 | 52 | 35 | 2 | 11 | QQQ:35.8%;IEF:28.3%;TLT:35.8% | US:71.8;EU:10.9;APAC:11.0;EM:4.0;Other:2.4 | Value:+0.5;Growth:-0.3;Quality:+0.2;Size:-1.0;Momentum:+0.2;LowVol:-0.4 | MaxPos6%;NoMargin | 8 | 25 | 3.3 | trailing 10% | 157 | 16 | Volatile | 20.2 | 4.25 | 2.1 | 118 | 29 | 69 | 53 | false | Rebalance | Shift +1% to bonds from equity | -8 | -10 | BrokerC | MKT | 87 | null | null | Normal monitoring | -27 | -39 | -49 | 3 | false | Within IPS guidelines |
P6925 | Active | Trust | USD | 2025-08-15 | 1,564,077 | 95,825 | 1,468,252 | 1.13 | 53.2 | 31.2 | 5.8 | 9.8 | AAPL:32.1%;VTI:33.9%;VNQ:33.9% | US:67.4;EU:16.3;APAC:8.1;EM:5.8;Other:2.4 | Value:-0.4;Growth:-0.5;Quality:-1.0;Size:+0.8;Momentum:-0.5;LowVol:+0.6 | MaxPos6% | 8 | 30 | 4.7 | trailing 8% | 176 | 19.6 | Bull | 15.2 | 4.62 | 3.4 | 89 | 90 | 90 | 39 | false | NoAction | Within bands; monitor | 7 | 6 | BrokerB | LMT | 86 | null | null | Normal monitoring | -43 | -60 | 44 | 5 | false | Within IPS guidelines |
P6926 | Active | Trust | USD | 2025-11-21 | 2,198,809 | 256,054 | 1,942,755 | 1 | 57.8 | 29 | 5.5 | 7.8 | GLD:28.3%;BRK.B:28.3%;AAPL:21.7%;VNQ:21.8% | US:63.4;EU:14.7;APAC:12.6;EM:7.8;Other:1.5 | Value:+0.5;Growth:-0.5;Quality:+0.6;Size:-0.8;Momentum:+0.4;LowVol:+0.4 | null | 6 | 30 | 5.7 | trailing 9% | 127 | 17.3 | Volatile | 25 | 4.24 | 4.5 | 114 | -58 | 27 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -18 | BrokerC | VWAP | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 77 | -4 | 138 | 2 | false | Increase defensive factor exposure |
P6927 | Active | 401k | USD | 2025-01-08 | 1,688,851 | 144,577 | 1,544,274 | 1 | 50.3 | 31.7 | 11.7 | 6.2 | BND:33.3%;AAPL:33.3%;HYG:33.3% | US:67.8;EU:9.0;APAC:13.9;EM:6.7;Other:2.6 | Value:+0.2;Growth:-0.5;Quality:-0.2;Size:+0.1;Momentum:-0.5;LowVol:-0.9 | null | 5 | 30 | 4.8 | trailing 8% | 190 | 23 | Bull | 11.8 | 4.77 | 2.3 | 95 | 112 | 96 | 38 | false | Buy | Add to core equity +1% | -1 | -29 | BrokerB | VWAP | 96 | null | null | Normal monitoring | 116 | -40 | 190 | 3 | false | Tax-aware sells next window |
P6928 | Active | Taxable | USD | 2025-12-23 | 726,199 | 61,384 | 664,815 | 1.19 | 60.9 | 29.6 | 0 | 9.5 | AMZN:26.7%;MSFT:19.7%;VTI:26.8%;MUB:26.8% | US:59.2;EU:14.3;APAC:14.8;EM:6.1;Other:5.6 | Value:+0.3;Growth:+0.1;Quality:+0.2;Size:+0.1;Momentum:+0.1;LowVol:+0.6 | MaxPos7% | 6 | 25 | 4.6 | hard 12% | 153 | 20.9 | Bull | 13.6 | 3.81 | 2.1 | 78 | 83 | 97 | 50 | false | Hedge | Add TLT +1% as duration hedge | 0 | 1 | BrokerC | LMT | 92 | null | null | Normal monitoring | 100 | 20 | 193 | 4 | false | Increase defensive factor exposure |
P6929 | Systematic | 401k | USD | 2025-11-23 | 567,336 | 37,029 | 530,307 | 1 | 63 | 28.8 | 0 | 8.3 | TLT:11.1%;VNQ:20.5%;MUB:21.9%;HYG:15.0%;IEF:9.6%;QQQ:21.9% | US:65.2;EU:15.3;APAC:5.6;EM:11.0;Other:2.9 | Value:-0.7;Growth:-0.5;Quality:-0.8;Size:-0.9;Momentum:+0.5;LowVol:-0.4 | NoDerivatives | 10 | 35 | 4 | trailing 9% | 150 | 21.8 | Volatile | 29.8 | 4.2 | 2.2 | 118 | 15 | 50 | 80 | true | Hedge | Buy index puts 1% notional | -5 | -26 | BrokerC | MKT | 99 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -40 | 15 | -76 | 2 | false | Increase defensive factor exposure |
P6930 | Opportunistic | 401k | USD | 2024-11-04 | 443,568 | 30,577 | 412,991 | 1 | 72.3 | 19.4 | 0 | 8.3 | XLF:16.3%;AMZN:19.6%;BRK.B:11.8%;BND:20.4%;MUB:11.1%;AAPL:20.8% | US:63.5;EU:21.2;APAC:8.1;EM:6.3;Other:0.9 | Value:-0.0;Growth:-0.7;Quality:-0.2;Size:+0.9;Momentum:+0.2;LowVol:+0.8 | NoDerivatives | 7 | 25 | 5.8 | trailing 7% | 259 | 25.9 | Bull | 15.2 | 4.48 | 2.4 | 82 | 89 | 84 | 56 | false | Sell | Trim extended winner -1% | 17 | 6 | BrokerA | LMT | 89 | null | null | Normal monitoring | 92 | 17 | 175 | 3 | false | Within IPS guidelines |
P6931 | Active | Taxable | USD | 2025-01-28 | 2,256,887 | 269,342 | 1,987,545 | 1 | 58.1 | 23.1 | 12.9 | 5.9 | TLT:33.3%;MUB:33.3%;AAPL:33.3% | US:68.3;EU:12.6;APAC:6.8;EM:10.2;Other:2.0 | Value:+0.8;Growth:+0.7;Quality:+0.7;Size:+0.4;Momentum:0.0;LowVol:+0.7 | NoDerivatives | 6 | 35 | 5.4 | trailing 8% | 173 | 17.1 | Sideways | 17.3 | 4.4 | 2.7 | 105 | 11 | 42 | 39 | false | Buy | Add to core equity +1% | 24 | -31 | BrokerC | MKT | 97 | null | null | Normal monitoring | 80 | -50 | 134 | 3 | false | Monitor dispersion and breadth |
P6932 | Cautious | 401k | USD | 2025-09-23 | 702,604 | 111,794 | 590,810 | 1 | 40.6 | 34.2 | 10.9 | 14.2 | BND:21.7%;QQQ:20.3%;VTI:14.5%;HYG:21.7%;AAPL:21.7% | US:61.6;EU:13.9;APAC:12.9;EM:10.0;Other:1.6 | Value:-0.2;Growth:-0.6;Quality:-0.7;Size:-0.1;Momentum:-1.0;LowVol:-0.0 | ESGOnly;NoMargin | 8 | 25 | 4.4 | trailing 8% | 123 | 14.3 | Bear | 28.9 | 4.02 | 1.4 | 216 | -29 | 50 | 62 | false | Rebalance | Shift +1% to bonds from equity | 15 | -27 | BrokerD | MKT | 85 | null | null | Normal monitoring | 83 | -36 | 144 | 5 | false | Tax-aware sells next window |
P6933 | Hands-off | Roth | USD | 2024-10-07 | 210,542 | 17,394 | 193,148 | 1 | 63.9 | 20 | 6.6 | 9.6 | TSLA:19.3%;AMZN:21.6%;VNQ:21.6%;AAPL:15.7%;IEF:21.6% | US:61.5;EU:12.2;APAC:9.5;EM:12.7;Other:4.2 | Value:-0.3;Growth:+0.4;Quality:+0.1;Size:+1.0;Momentum:-0.4;LowVol:+0.5 | MaxPos5%;NoDerivatives | 7 | 30 | 4 | trailing 10% | 128 | 12.4 | Bull | 17.8 | 4.3 | 3.4 | 71 | 79 | 76 | 43 | false | Rebalance | Shift +1% to bonds from equity | 21 | -21 | BrokerC | LMT | 95 | null | null | Normal monitoring | -26 | -40 | 38 | 5 | false | Tighten stops on momentum names |
P6934 | Active | Taxable | USD | 2025-06-28 | 1,200,992 | 131,487 | 1,069,505 | 1 | 60.9 | 22.8 | 9.8 | 6.5 | TSLA:25.0%;HYG:25.0%;BND:25.0%;TLT:25.0% | US:63.9;EU:7.5;APAC:15.7;EM:11.8;Other:1.2 | Value:+0.2;Growth:-0.2;Quality:+0.5;Size:+0.8;Momentum:-0.6;LowVol:+0.9 | NoDerivatives | 7 | 25 | 4.8 | trailing 8% | 229 | 16.8 | Volatile | 29.9 | 3.75 | 3.1 | 166 | 11 | 60 | 77 | true | Hedge | Buy index puts 1% notional | 25 | 15 | BrokerA | LMT | 87 | VAR>budget | Reduce | Risk above budget threshold | 48 | -25 | 15 | 2 | true | Increase defensive factor exposure |
P6935 | Cautious | IRA | USD | 2024-12-18 | 231,015 | 30,218 | 200,797 | 1 | 40.3 | 40.5 | 4.4 | 14.8 | VOO:21.2%;BND:10.9%;AAPL:23.3%;BRK.B:21.4%;VNQ:23.3% | US:57.1;EU:17.6;APAC:14.2;EM:10.0;Other:1.1 | Value:-0.9;Growth:0.0;Quality:-0.8;Size:-0.6;Momentum:-0.1;LowVol:+0.2 | ESGOnly;NoMargin | 7 | 25 | 3 | trailing 10% | 147 | 12.6 | Bull | 16.1 | 4.86 | 2.2 | 115 | 14 | 45 | 33 | false | Buy | Add to core equity +1% | 18 | -35 | BrokerB | VWAP | 94 | null | null | Normal monitoring | -43 | 0 | 83 | 5 | false | Tighten stops on momentum names |
P6936 | Hands-off | Taxable | USD | 2025-08-10 | 712,288 | 59,515 | 652,773 | 1 | 62.5 | 20.4 | 10.3 | 6.7 | IEF:10.2%;TSLA:24.0%;VTI:22.4%;HYG:24.0%;GLD:19.4% | US:57.2;EU:18.2;APAC:14.3;EM:8.7;Other:1.6 | Value:+0.6;Growth:-0.5;Quality:+0.3;Size:-0.1;Momentum:+0.9;LowVol:-0.2 | ESGOnly | 10 | 25 | 3.7 | trailing 10% | 93 | 19.1 | Sideways | 15.2 | 4.85 | 3.3 | 115 | -14 | 57 | 39 | false | Rebalance | Shift +1% to bonds from equity | 16 | -31 | BrokerD | MKT | 95 | null | null | Normal monitoring | 52 | -37 | 85 | 4 | false | Within IPS guidelines |
P6937 | Hands-off | Trust | USD | 2025-08-07 | 709,859 | 57,316 | 652,543 | 1 | 59.1 | 17.8 | 13.4 | 9.7 | AMZN:33.3%;MSFT:33.3%;GLD:33.3% | US:75.4;EU:8.1;APAC:6.2;EM:6.7;Other:3.5 | Value:+0.8;Growth:-0.9;Quality:+0.4;Size:-0.7;Momentum:+0.4;LowVol:-1.0 | ESGOnly | 5 | 25 | 5.3 | hard 10% | 168 | 14.6 | Volatile | 30.1 | 4.63 | 3.6 | 157 | 42 | 77 | 67 | false | Rebalance | Shift +1% to bonds from equity | 11 | -3 | BrokerA | LMT | 87 | null | null | Normal monitoring | 8 | 12 | 46 | 5 | false | Tax-aware sells next window |
P6938 | Cautious | 401k | USD | 2024-11-22 | 326,301 | 43,301 | 283,000 | 1 | 36.3 | 42.7 | 10.6 | 10.4 | TSLA:16.8%;AAPL:27.7%;AMZN:27.7%;MUB:27.7% | US:75.9;EU:9.8;APAC:8.3;EM:6.0;Other:0.1 | Value:-0.3;Growth:+0.6;Quality:+0.3;Size:-0.4;Momentum:-0.5;LowVol:+0.4 | NoMargin | 10 | 35 | 3.1 | trailing 10% | 120 | 15.6 | Bull | 15.2 | 3.95 | 3.1 | 103 | 13 | 59 | 38 | false | Buy | Add to core equity +1% | 1 | 7 | BrokerD | MKT | 85 | null | null | Normal monitoring | 87 | -48 | 50 | 4 | false | Monitor dispersion and breadth |
P6939 | Hands-off | IRA | USD | 2025-08-23 | 638,262 | 46,227 | 592,035 | 1 | 55.3 | 18.1 | 19.1 | 7.4 | VNQ:26.2%;GLD:26.2%;BND:21.4%;MUB:26.2% | US:61.5;EU:13.7;APAC:10.6;EM:11.6;Other:2.6 | Value:+1.0;Growth:-0.8;Quality:+0.7;Size:+0.9;Momentum:+0.5;LowVol:+0.5 | ESGOnly | 8 | 35 | 5.5 | trailing 10% | 139 | 18.7 | Bull | 16.3 | 4.87 | 3.4 | 84 | 85 | 84 | 40 | true | Rebalance | Rebalance back to target bands | -7 | -2 | BrokerB | VWAP | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -32 | -2 | -54 | 2 | false | Increase defensive factor exposure |
P6940 | Hands-off | Taxable | USD | 2025-06-23 | 876,924 | 53,369 | 823,555 | 1 | 64.9 | 26.2 | 3.2 | 5.7 | AMZN:33.3%;XLF:33.3%;QQQ:33.3% | US:70.7;EU:9.4;APAC:11.2;EM:8.3;Other:0.5 | Value:-0.1;Growth:-0.9;Quality:-0.8;Size:-0.3;Momentum:+0.1;LowVol:-0.9 | ESGOnly | 6 | 35 | 3 | trailing 10% | 110 | 15.7 | Bull | 14 | 3.54 | 2.3 | 70 | 19 | 51 | 42 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -40 | BrokerD | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | -18 | -25 | 53 | 4 | false | Tax-aware sells next window |
P6941 | Opportunistic | Roth | USD | 2025-11-27 | 1,272,341 | 94,234 | 1,178,107 | 1 | 69.2 | 21.5 | 1 | 8.3 | XLF:13.7%;QQQ:24.5%;AAPL:17.7%;MUB:24.5%;AMZN:19.4% | US:60.4;EU:14.9;APAC:11.0;EM:9.0;Other:4.7 | Value:+0.6;Growth:-0.3;Quality:-0.2;Size:-0.9;Momentum:-0.2;LowVol:+0.3 | null | 7 | 25 | 6.6 | trailing 9% | 243 | 27.5 | Bull | 11.4 | 4.42 | 2.8 | 110 | 79 | 99 | 37 | false | Sell | Trim extended winner -1% | -6 | 15 | BrokerB | MKT | 100 | null | null | Normal monitoring | 114 | 8 | 227 | 3 | false | Monitor dispersion and breadth |
P6942 | Cautious | Roth | USD | 2025-06-07 | 757,142 | 102,027 | 655,115 | 1 | 49.1 | 34.8 | 0 | 16.1 | GLD:33.3%;AAPL:33.3%;XLF:33.3% | US:62.3;EU:8.2;APAC:10.9;EM:12.8;Other:5.8 | Value:-0.5;Growth:+0.7;Quality:-1.0;Size:-0.7;Momentum:+0.8;LowVol:+0.3 | MaxPos6%;NoDerivatives;NoMargin | 8 | 35 | 4.1 | trailing 8% | 152 | 17.9 | Volatile | 22.1 | 4.52 | 2.8 | 158 | 47 | 63 | 58 | false | Rebalance | Shift +1% to bonds from equity | -7 | -13 | BrokerA | LMT | 100 | null | null | Normal monitoring | -23 | 4 | 28 | 3 | false | Increase defensive factor exposure |
P6943 | Cautious | 401k | USD | 2025-08-28 | 654,808 | 61,780 | 593,028 | 1 | 39.4 | 43.5 | 1.8 | 15.2 | VOO:25.9%;HYG:24.8%;TSLA:25.9%;MUB:11.9%;AMZN:11.6% | US:67.4;EU:10.5;APAC:8.9;EM:10.1;Other:3.2 | Value:-0.1;Growth:-0.4;Quality:+1.0;Size:-0.4;Momentum:-0.4;LowVol:+0.9 | ESGOnly;NoMargin | 6 | 25 | 4.9 | trailing 8% | 90 | 16 | Bull | 12.7 | 3.6 | 2.7 | 91 | 81 | 77 | 28 | true | Hedge | Buy index puts 1% notional | 34 | 13 | BrokerD | VWAP | 85 | VAR>budget | Reduce | Risk above budget threshold | 97 | -54 | 134 | 2 | false | Tax-aware sells next window |
P6944 | Hands-off | 401k | USD | 2025-07-12 | 694,693 | 67,934 | 626,759 | 1 | 72.6 | 18.8 | 0 | 8.6 | BND:33.3%;BRK.B:33.3%;MUB:33.3% | US:69.0;EU:12.2;APAC:10.0;EM:6.1;Other:2.6 | Value:+0.1;Growth:+0.5;Quality:+0.8;Size:-0.3;Momentum:-0.3;LowVol:-0.7 | ESGOnly;MaxPos8% | 5 | 30 | 3.7 | trailing 8% | 128 | 15 | Volatile | 22.3 | 5.3 | 2.4 | 160 | 1 | 36 | 68 | false | Rebalance | Shift +1% to bonds from equity | 24 | 11 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 3 | -5 | 24 | 3 | false | Tighten stops on momentum names |
P6945 | Hands-off | Trust | USD | 2025-03-12 | 342,721 | 27,226 | 315,495 | 1 | 58.1 | 16.7 | 19.1 | 6.1 | MUB:17.5%;IEF:14.6%;BND:17.4%;HYG:20.4%;MSFT:10.5%;AMZN:19.7% | US:73.5;EU:13.4;APAC:5.5;EM:5.7;Other:1.9 | Value:+0.2;Growth:+0.9;Quality:-0.9;Size:+0.3;Momentum:-0.3;LowVol:+0.8 | NoDerivatives | 10 | 30 | 4.8 | trailing 8% | 133 | 15 | Volatile | 25.5 | 4 | 4 | 145 | -30 | 27 | 68 | false | Rebalance | Shift +1% to bonds from equity | 15 | -5 | BrokerD | MKT | 93 | null | null | Normal monitoring | 112 | -7 | 181 | 4 | false | Tax-aware sells next window |
P6946 | Opportunistic | Roth | USD | 2024-12-22 | 1,605,043 | 87,277 | 1,517,766 | 1.15 | 73.5 | 19.3 | 2.1 | 5.1 | TLT:21.3%;GLD:16.0%;AMZN:21.3%;VNQ:20.5%;MSFT:21.0% | US:63.6;EU:15.5;APAC:12.7;EM:5.9;Other:2.3 | Value:+0.5;Growth:+0.9;Quality:-0.7;Size:+0.7;Momentum:+0.4;LowVol:+0.9 | null | 10 | 25 | 6.5 | hard 12% | 206 | 25.1 | Bull | 11.7 | 3.78 | 2.4 | 97 | 12 | 58 | 47 | false | Buy | Add to core equity +1% | 20 | 9 | BrokerC | MKT | 92 | null | null | Normal monitoring | -2 | -34 | -37 | 3 | false | Tighten stops on momentum names |
P6947 | Cautious | 401k | USD | 2025-05-05 | 681,106 | 64,299 | 616,807 | 1 | 36.2 | 41.7 | 6.3 | 15.9 | TLT:31.7%;AMZN:34.1%;VTI:34.1% | US:75.9;EU:6.2;APAC:8.4;EM:8.7;Other:0.7 | Value:-0.1;Growth:-0.2;Quality:-0.5;Size:+0.8;Momentum:+0.3;LowVol:+0.8 | MaxPos6%;NoDerivatives;NoMargin | 10 | 35 | 5 | trailing 8% | 149 | 17.3 | Sideways | 20.9 | 4.35 | 2.7 | 106 | 13 | 47 | 42 | false | Buy | Add to core equity +1% | 32 | 10 | BrokerD | VWAP | 92 | null | null | Normal monitoring | -29 | -6 | 49 | 5 | false | Tax-aware sells next window |
P6948 | Hands-off | Roth | USD | 2025-09-16 | 311,921 | 16,772 | 295,149 | 1 | 58.2 | 18.1 | 14.4 | 9.2 | AMZN:33.3%;MSFT:33.3%;VTI:33.3% | US:65.6;EU:12.7;APAC:10.8;EM:7.5;Other:3.3 | Value:+0.5;Growth:-0.6;Quality:+0.3;Size:-0.6;Momentum:-0.1;LowVol:-0.9 | ESGOnly | 8 | 35 | 3.8 | trailing 8% | 148 | 15.9 | Bull | 16.3 | 3.6 | 3 | 104 | 50 | 70 | 45 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | -11 | BrokerB | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -27 | 5 | 27 | 4 | false | Tax-aware sells next window |
P6949 | Hands-off | Taxable | USD | 2025-11-03 | 356,413 | 20,713 | 335,700 | 1 | 56.9 | 27.9 | 6.1 | 9.1 | BND:27.7%;IEF:36.2%;AAPL:36.2% | US:72.8;EU:14.0;APAC:6.4;EM:3.8;Other:3.0 | Value:-0.2;Growth:+0.1;Quality:+0.9;Size:-0.1;Momentum:+0.6;LowVol:-0.7 | ESGOnly | 5 | 35 | 3.4 | trailing 8% | 123 | 15.9 | Bull | 13.2 | 4.55 | 2.4 | 87 | 13 | 71 | 42 | false | Rebalance | Shift +1% to bonds from equity | 30 | -4 | BrokerA | LMT | 97 | null | null | Normal monitoring | 52 | -20 | 55 | 4 | false | Within IPS guidelines |
P6950 | Systematic | 401k | USD | 2024-11-21 | 995,802 | 44,574 | 951,228 | 1 | 67.8 | 22.8 | 0 | 9.4 | BRK.B:24.1%;VOO:15.4%;BND:24.4%;TLT:11.7%;GLD:24.4% | US:63.6;EU:12.9;APAC:11.9;EM:10.1;Other:1.6 | Value:-0.1;Growth:-0.1;Quality:-0.9;Size:+0.3;Momentum:+0.7;LowVol:+0.7 | MaxPos7% | 6 | 30 | 4.6 | hard 12% | 178 | 18.5 | Bull | 16.4 | 3.51 | 3.5 | 88 | 34 | 52 | 60 | false | Buy | Add to core equity +1% | 1 | 7 | BrokerB | LMT | 100 | null | null | Normal monitoring | 79 | 12 | 54 | 4 | false | Tighten stops on momentum names |
P6951 | Cautious | Taxable | USD | 2025-12-05 | 259,931 | 29,614 | 230,317 | 1 | 35.3 | 44.5 | 3.9 | 16.3 | VNQ:18.8%;AAPL:22.3%;IEF:22.3%;VOO:21.1%;VTI:15.6% | US:72.7;EU:14.2;APAC:5.6;EM:3.4;Other:4.2 | Value:+0.9;Growth:+0.8;Quality:-0.1;Size:+0.5;Momentum:-0.9;LowVol:-0.0 | ESGOnly;NoMargin | 8 | 25 | 3.3 | trailing 10% | 152 | 13.1 | Sideways | 20.4 | 4.24 | 2.1 | 104 | -2 | 47 | 37 | false | Rebalance | Shift +1% to bonds from equity | 24 | 10 | BrokerC | VWAP | 96 | null | null | Normal monitoring | 105 | -24 | 221 | 5 | false | Within IPS guidelines |
P6952 | Systematic | Roth | USD | 2025-10-05 | 1,383,399 | 137,261 | 1,246,138 | 1 | 63.2 | 20.8 | 7.8 | 8.2 | AMZN:15.0%;MSFT:7.8%;QQQ:17.0%;VTI:21.0%;IEF:18.3%;GLD:21.0% | US:63.0;EU:12.2;APAC:11.2;EM:10.8;Other:2.8 | Value:-0.4;Growth:+0.7;Quality:-0.1;Size:-1.0;Momentum:+0.5;LowVol:0.0 | MaxPos6%;NoDerivatives | 8 | 25 | 4.8 | trailing 8% | 130 | 20.5 | Volatile | 25.9 | 3.55 | 2.2 | 175 | 36 | 60 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | 2 | BrokerA | LMT | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -41 | -23 | 59 | 4 | false | Tax-aware sells next window |
P6953 | Hands-off | Taxable | USD | 2024-11-24 | 615,934 | 57,953 | 557,981 | 1 | 56.4 | 24.4 | 11.2 | 7.9 | GLD:33.3%;BRK.B:33.3%;VTI:33.3% | US:67.3;EU:8.6;APAC:11.2;EM:9.8;Other:3.2 | Value:+0.1;Growth:-0.4;Quality:+0.5;Size:-0.1;Momentum:-0.5;LowVol:+0.4 | MaxPos8%;NoDerivatives | 6 | 30 | 3.3 | trailing 8% | 147 | 16.8 | Volatile | 27.1 | 4.44 | 2.4 | 156 | -41 | 38 | 59 | false | Sell | Trim extended winner -1% | 16 | -38 | BrokerB | MKT | 92 | null | null | Normal monitoring | 77 | -10 | 118 | 5 | false | Increase defensive factor exposure |
P6954 | Opportunistic | IRA | USD | 2024-12-02 | 1,313,848 | 105,942 | 1,207,906 | 1 | 63.4 | 15.5 | 15 | 6.2 | AAPL:20.1%;XLF:18.8%;GLD:21.9%;VNQ:17.3%;HYG:21.9% | US:61.1;EU:14.4;APAC:10.1;EM:11.5;Other:2.9 | Value:+0.5;Growth:-0.8;Quality:+0.6;Size:+0.5;Momentum:-0.6;LowVol:+0.2 | MaxPos8% | 5 | 25 | 5.3 | trailing 9% | 249 | 23.2 | Sideways | 17.5 | 3.98 | 2.3 | 104 | -20 | 54 | 44 | false | Sell | Trim extended winner -1% | 23 | 13 | BrokerD | MKT | 85 | null | null | Normal monitoring | 55 | 13 | 154 | 4 | false | Tighten stops on momentum names |
P6955 | Opportunistic | Roth | USD | 2024-07-17 | 1,350,088 | 41,063 | 1,309,025 | 1 | 62.6 | 16.8 | 15.5 | 5 | AMZN:27.7%;MUB:17.0%;VTI:27.7%;BRK.B:27.7% | US:61.0;EU:13.7;APAC:14.3;EM:8.5;Other:2.4 | Value:-0.8;Growth:-0.8;Quality:+0.8;Size:-0.9;Momentum:+0.3;LowVol:+0.5 | null | 6 | 35 | 6.8 | hard 12% | 251 | 27.2 | Volatile | 23.1 | 4.39 | 2.8 | 142 | -36 | 27 | 54 | false | Buy | Add to core equity +1% | 18 | -39 | BrokerA | MKT | 95 | null | null | Normal monitoring | 79 | -34 | 89 | 3 | false | Tax-aware sells next window |
P6956 | Hands-off | Roth | USD | 2025-03-02 | 392,026 | 18,325 | 373,701 | 1 | 65.8 | 23.3 | 5.4 | 5.5 | XLF:33.3%;TSLA:33.3%;IEF:33.3% | US:65.1;EU:15.8;APAC:10.5;EM:5.6;Other:3.0 | Value:+0.7;Growth:+0.3;Quality:+0.9;Size:-0.2;Momentum:-0.6;LowVol:+0.4 | ESGOnly | 6 | 25 | 4.1 | trailing 8% | 149 | 17.1 | Bull | 15.1 | 4.44 | 3.2 | 83 | 36 | 78 | 55 | false | Rebalance | Shift +1% to bonds from equity | 26 | -17 | BrokerD | LMT | 85 | null | null | Normal monitoring | -43 | -20 | 31 | 3 | false | Tighten stops on momentum names |
P6957 | Active | Taxable | USD | 2025-10-20 | 1,584,414 | 135,584 | 1,448,830 | 1 | 62.5 | 29.5 | 0 | 7.9 | GLD:15.5%;TLT:13.7%;XLF:19.5%;VTI:18.6%;VOO:20.0%;HYG:12.6% | US:64.6;EU:7.9;APAC:9.3;EM:12.6;Other:5.6 | Value:-0.2;Growth:+0.4;Quality:0.0;Size:-0.2;Momentum:+0.7;LowVol:+0.3 | null | 5 | 25 | 5.9 | trailing 9% | 170 | 24.6 | Volatile | 23 | 4.74 | 4.3 | 165 | 30 | 58 | 73 | true | Hedge | Buy index puts 1% notional | 12 | 14 | BrokerA | LMT | 99 | VAR>budget | Hedge | Risk above budget threshold | 40 | -29 | 148 | 2 | false | Tighten stops on momentum names |
P6958 | Systematic | Taxable | USD | 2025-05-12 | 764,344 | 73,025 | 691,319 | 1 | 63.6 | 22 | 9.3 | 5.1 | AAPL:9.1%;BND:14.0%;GLD:20.5%;VTI:19.2%;MSFT:17.2%;VOO:19.9% | US:68.4;EU:12.8;APAC:9.5;EM:4.1;Other:5.2 | Value:+0.4;Growth:+0.6;Quality:+0.6;Size:+1.0;Momentum:+0.5;LowVol:+0.2 | MaxPos7% | 6 | 35 | 4.6 | trailing 9% | 155 | 17.3 | Sideways | 16.2 | 3.88 | 3.1 | 100 | 6 | 59 | 53 | false | Sell | Trim extended winner -1% | 20 | -10 | BrokerB | VWAP | 97 | null | null | Normal monitoring | 55 | 0 | 195 | 4 | false | Within IPS guidelines |
P6959 | Systematic | Roth | USD | 2025-03-05 | 795,186 | 37,148 | 758,038 | 1 | 60.6 | 31.5 | 0 | 7.9 | GLD:28.0%;XLF:26.5%;AAPL:28.0%;VTI:17.6% | US:71.7;EU:11.3;APAC:10.1;EM:6.7;Other:0.2 | Value:-0.9;Growth:+0.9;Quality:-0.1;Size:+0.3;Momentum:+0.6;LowVol:0.0 | null | 5 | 35 | 5.1 | trailing 8% | 124 | 26.8 | Bull | 14.5 | 4.3 | 2.6 | 120 | 92 | 87 | 49 | false | Rebalance | Shift +1% to bonds from equity | 13 | -22 | BrokerA | MKT | 89 | null | null | Normal monitoring | 28 | 13 | -7 | 5 | false | Increase defensive factor exposure |
P6960 | Hands-off | Taxable | USD | 2025-08-06 | 820,388 | 79,977 | 740,411 | 1 | 56.8 | 28 | 7.7 | 7.5 | VOO:33.3%;BND:33.3%;BRK.B:33.3% | US:69.9;EU:7.8;APAC:11.5;EM:6.7;Other:4.1 | Value:+0.2;Growth:-0.7;Quality:+0.5;Size:-0.8;Momentum:+0.7;LowVol:-0.8 | MaxPos7% | 6 | 25 | 3.2 | trailing 8% | 98 | 13 | Volatile | 25.7 | 3.97 | 4.1 | 125 | -42 | 40 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | -13 | BrokerA | MKT | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 12 | 14 | 28 | 4 | false | Tighten stops on momentum names |
P6961 | Active | Trust | USD | 2025-12-02 | 1,669,209 | 124,624 | 1,544,585 | 1 | 63 | 27.6 | 0 | 9.4 | VNQ:27.2%;GLD:19.2%;VTI:27.2%;VOO:26.3% | US:61.4;EU:18.9;APAC:10.8;EM:5.2;Other:3.9 | Value:+0.5;Growth:+0.2;Quality:+0.6;Size:-0.9;Momentum:-0.4;LowVol:+1.0 | NoDerivatives | 6 | 35 | 4.4 | trailing 9% | 161 | 27.3 | Bear | 31.2 | 4.23 | 1.6 | 193 | -55 | 21 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 15 | -3 | BrokerA | VWAP | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -42 | -58 | 7 | 2 | false | Tighten stops on momentum names |
P6962 | Systematic | Taxable | USD | 2025-06-25 | 421,016 | 22,732 | 398,284 | 1 | 60.8 | 29.9 | 3.2 | 6.1 | BRK.B:33.3%;BND:33.3%;IEF:33.3% | US:63.9;EU:12.1;APAC:11.7;EM:10.3;Other:2.0 | Value:-0.3;Growth:-0.3;Quality:-0.5;Size:-0.1;Momentum:-0.1;LowVol:-0.9 | NoDerivatives | 5 | 25 | 5.2 | hard 12% | 176 | 18.9 | Bull | 16.9 | 4.07 | 3.3 | 100 | 95 | 84 | 55 | false | Rebalance | Shift +1% to bonds from equity | 7 | -33 | BrokerC | MKT | 87 | null | null | Normal monitoring | 15 | -33 | 51 | 5 | false | Tighten stops on momentum names |
P6963 | Cautious | Trust | USD | 2025-12-19 | 219,033 | 18,455 | 200,578 | 1 | 47.1 | 32.1 | 10.7 | 10.1 | BND:26.0%;AMZN:21.9%;AAPL:26.0%;TSLA:26.0% | US:67.1;EU:15.4;APAC:9.1;EM:8.2;Other:0.2 | Value:-0.3;Growth:+1.0;Quality:-0.8;Size:-0.3;Momentum:-0.2;LowVol:+0.9 | MaxPos5%;NoMargin | 10 | 30 | 5.9 | trailing 8% | 102 | 17.8 | Sideways | 18.6 | 3.74 | 3 | 94 | 40 | 64 | 45 | true | Hedge | Buy index puts 1% notional | -3 | 3 | BrokerA | MKT | 97 | RegimeShift | Pause | Volatility spike and breadth deterioration | 107 | -38 | 121 | 2 | false | Tighten stops on momentum names |
P6964 | Opportunistic | Trust | USD | 2024-11-13 | 1,004,030 | 31,000 | 973,030 | 1 | 61.9 | 22 | 9.7 | 6.5 | VOO:18.1%;MUB:27.3%;BND:27.3%;GLD:27.3% | US:61.1;EU:9.8;APAC:12.6;EM:13.3;Other:3.2 | Value:-0.4;Growth:+0.3;Quality:+0.9;Size:-0.2;Momentum:+0.8;LowVol:-0.5 | null | 8 | 30 | 4.8 | trailing 9% | 254 | 25.6 | Volatile | 28.5 | 3.59 | 3.5 | 119 | 8 | 69 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | 3 | BrokerD | MKT | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -56 | 12 | -19 | 2 | false | Tighten stops on momentum names |
P6965 | Cautious | Trust | USD | 2025-11-29 | 597,208 | 76,384 | 520,824 | 1 | 52.3 | 32.5 | 4.9 | 10.3 | MSFT:28.8%;TSLA:22.4%;AMZN:19.9%;XLF:28.8% | US:57.7;EU:17.8;APAC:7.6;EM:12.5;Other:4.4 | Value:+1.0;Growth:+0.7;Quality:+0.1;Size:-0.4;Momentum:+0.9;LowVol:+0.2 | NoMargin | 10 | 35 | 3.7 | hard 10% | 105 | 19.8 | Volatile | 27.3 | 3.56 | 2.9 | 137 | -8 | 49 | 67 | false | NoAction | Within bands; monitor | 8 | 13 | BrokerD | LMT | 85 | null | null | Normal monitoring | 52 | -33 | 77 | 4 | false | Monitor dispersion and breadth |
P6966 | Cautious | 401k | USD | 2025-06-03 | 288,549 | 43,292 | 245,257 | 1 | 50.5 | 33.8 | 1.2 | 14.6 | XLF:33.3%;HYG:33.3%;IEF:33.3% | US:78.5;EU:8.1;APAC:7.1;EM:5.2;Other:1.2 | Value:-0.4;Growth:-0.5;Quality:-0.6;Size:-0.8;Momentum:+0.4;LowVol:-0.8 | NoMargin | 6 | 30 | 4.3 | hard 10% | 105 | 15.1 | Bull | 17.9 | 4.35 | 2.3 | 108 | 103 | 92 | 56 | false | Rebalance | Shift +1% to bonds from equity | -13 | -6 | BrokerA | MKT | 85 | null | null | Normal monitoring | 9 | -30 | -10 | 4 | false | Monitor dispersion and breadth |
P6967 | Systematic | 401k | USD | 2025-01-17 | 1,038,785 | 74,671 | 964,114 | 1 | 64.2 | 26.6 | 3 | 6.2 | GLD:17.7%;VOO:16.7%;VNQ:16.7%;MUB:19.8%;HYG:11.7%;QQQ:17.5% | US:59.4;EU:16.9;APAC:13.1;EM:7.6;Other:3.0 | Value:+0.2;Growth:-0.1;Quality:+0.4;Size:-0.9;Momentum:+1.0;LowVol:-0.4 | MaxPos7%;NoDerivatives | 10 | 35 | 4.8 | trailing 9% | 205 | 20.9 | Bull | 16.3 | 4.61 | 3.5 | 97 | 91 | 97 | 47 | false | Sell | Trim extended winner -1% | 29 | 9 | BrokerB | LMT | 99 | null | null | Normal monitoring | -48 | -52 | -15 | 4 | false | Within IPS guidelines |
P6968 | Hands-off | IRA | USD | 2024-07-24 | 316,217 | 25,779 | 290,438 | 1 | 60.6 | 25.4 | 5 | 9.1 | QQQ:17.6%;AMZN:22.9%;VTI:22.9%;TLT:7.8%;VNQ:11.7%;BRK.B:17.1% | US:59.9;EU:21.3;APAC:7.1;EM:6.8;Other:4.9 | Value:+0.7;Growth:+0.6;Quality:+0.5;Size:+0.3;Momentum:-0.2;LowVol:-0.5 | null | 5 | 35 | 3.8 | trailing 8% | 126 | 15 | Bear | 22.6 | 4.35 | 2.3 | 153 | -116 | 5 | 68 | false | Buy | Add to core equity +1% | 6 | -22 | BrokerC | LMT | 88 | null | null | Normal monitoring | 119 | -20 | 81 | 5 | false | Monitor dispersion and breadth |
P6969 | Active | 401k | USD | 2025-04-17 | 1,199,626 | 113,828 | 1,085,798 | 1 | 57.3 | 19.8 | 14.2 | 8.7 | MSFT:33.3%;HYG:33.3%;BND:33.3% | US:68.8;EU:12.1;APAC:7.9;EM:9.3;Other:1.8 | Value:-0.5;Growth:-0.2;Quality:+1.0;Size:-0.4;Momentum:-0.9;LowVol:-0.7 | null | 6 | 35 | 5.6 | hard 12% | 145 | 21.3 | Sideways | 21.9 | 3.52 | 2.8 | 132 | 37 | 65 | 58 | false | NoAction | Within bands; monitor | 26 | 6 | BrokerD | MKT | 0 | null | null | Normal monitoring | 77 | -17 | 107 | 3 | false | Tax-aware sells next window |
P6970 | Hands-off | Taxable | USD | 2025-07-03 | 361,059 | 31,443 | 329,616 | 1 | 55.5 | 24.2 | 11.9 | 8.3 | GLD:21.0%;BND:18.9%;VOO:13.5%;MUB:9.6%;TLT:20.3%;AAPL:16.7% | US:69.5;EU:12.2;APAC:8.7;EM:8.3;Other:1.3 | Value:-0.4;Growth:+0.3;Quality:-0.2;Size:-0.5;Momentum:+0.6;LowVol:-0.9 | ESGOnly | 6 | 30 | 5.6 | trailing 10% | 148 | 17.6 | Volatile | 23 | 3.54 | 3.1 | 169 | -1 | 38 | 65 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -6 | BrokerD | LMT | 88 | VAR>budget | Pause | Risk above budget threshold | 94 | -3 | 96 | 4 | false | Increase defensive factor exposure |
P6971 | Hands-off | Trust | USD | 2025-11-13 | 186,677 | 17,803 | 168,874 | 1 | 68.2 | 24.6 | 0 | 7.2 | AMZN:16.0%;VOO:7.7%;AAPL:21.5%;MSFT:21.5%;IEF:18.1%;QQQ:15.3% | US:68.7;EU:5.6;APAC:11.3;EM:9.6;Other:4.7 | Value:-0.2;Growth:+0.3;Quality:+0.2;Size:-0.3;Momentum:-0.1;LowVol:-0.4 | MaxPos6%;NoDerivatives | 6 | 25 | 4.7 | trailing 8% | 146 | 18.8 | Sideways | 21.4 | 3.9 | 3.4 | 91 | 31 | 60 | 54 | false | Sell | Trim extended winner -1% | -11 | -27 | BrokerA | LMT | 86 | null | null | Normal monitoring | 46 | -38 | 119 | 3 | false | Monitor dispersion and breadth |
P6972 | Opportunistic | 401k | USD | 2025-03-25 | 1,660,970 | 85,520 | 1,575,450 | 1.06 | 77.2 | 10.4 | 8.1 | 4.3 | VTI:33.3%;MUB:33.3%;GLD:33.3% | US:76.4;EU:9.4;APAC:7.1;EM:6.3;Other:0.8 | Value:-0.5;Growth:-0.0;Quality:+0.4;Size:-0.8;Momentum:0.0;LowVol:+0.4 | MaxPos5% | 6 | 35 | 5.4 | trailing 7% | 188 | 32.5 | Volatile | 29.9 | 4.29 | 2.1 | 144 | -26 | 45 | 94 | true | Reduce | Cut high-beta by 2-3%, add cash | 0 | 8 | BrokerA | MKT | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 45 | 5 | 20 | 3 | false | Within IPS guidelines |
P6973 | Opportunistic | IRA | USD | 2025-03-20 | 1,668,699 | 81,601 | 1,587,098 | 1 | 72.7 | 19.5 | 0 | 7.7 | MUB:33.3%;MSFT:33.3%;XLF:33.3% | US:76.1;EU:7.6;APAC:10.2;EM:5.8;Other:0.2 | Value:+0.3;Growth:+0.2;Quality:-0.8;Size:-0.9;Momentum:+0.4;LowVol:+0.1 | NoDerivatives | 7 | 35 | 4.6 | hard 12% | 207 | 34.2 | Volatile | 22.2 | 4.04 | 3.8 | 146 | -51 | 16 | 62 | false | Sell | Trim extended winner -1% | 12 | -2 | BrokerB | LMT | 88 | null | null | Normal monitoring | 107 | -42 | 245 | 4 | false | Within IPS guidelines |
P6974 | Hands-off | Taxable | USD | 2024-07-15 | 385,352 | 17,802 | 367,550 | 1 | 64.1 | 28 | 0 | 7.9 | XLF:28.1%;VNQ:15.7%;MSFT:28.1%;VTI:28.1% | US:71.7;EU:6.3;APAC:13.1;EM:4.0;Other:4.9 | Value:0.0;Growth:+0.4;Quality:+0.3;Size:-0.3;Momentum:+0.8;LowVol:+0.9 | NoDerivatives | 6 | 25 | 4.3 | hard 10% | 146 | 17.3 | Volatile | 20 | 3.59 | 2.1 | 113 | 67 | 85 | 62 | false | Sell | Trim extended winner -1% | 0 | -37 | BrokerC | MKT | 88 | null | null | Normal monitoring | -4 | -9 | -29 | 4 | false | Tighten stops on momentum names |
P6975 | Active | Taxable | USD | 2024-11-23 | 832,601 | 71,889 | 760,712 | 1 | 62 | 26.5 | 4.4 | 7.1 | MSFT:29.2%;XLF:12.5%;BRK.B:29.2%;BND:29.2% | US:68.5;EU:10.2;APAC:14.0;EM:3.7;Other:3.6 | Value:+0.1;Growth:+0.6;Quality:-0.8;Size:-1.0;Momentum:+0.3;LowVol:+1.0 | null | 7 | 25 | 4 | hard 12% | 156 | 21.2 | Volatile | 25.9 | 4.71 | 3.1 | 139 | -44 | 30 | 79 | true | Rebalance | Rebalance back to target bands | 13 | 13 | BrokerD | VWAP | 97 | RegimeShift | Pause | Volatility spike and breadth deterioration | -21 | 17 | -60 | 2 | false | Monitor dispersion and breadth |
P6976 | Opportunistic | 401k | USD | 2025-06-28 | 709,311 | 41,384 | 667,927 | 1.23 | 69.7 | 18.7 | 5.1 | 6.5 | IEF:30.8%;TSLA:14.3%;AAPL:24.0%;QQQ:30.8% | US:60.9;EU:9.2;APAC:12.7;EM:12.0;Other:5.3 | Value:+0.4;Growth:-0.9;Quality:+0.8;Size:-0.4;Momentum:+0.1;LowVol:-0.9 | null | 7 | 35 | 5 | hard 12% | 274 | 20.5 | Bull | 16.5 | 4.8 | 2.9 | 115 | 16 | 54 | 50 | false | Rebalance | Shift +1% to bonds from equity | 14 | -30 | BrokerA | MKT | 92 | null | null | Normal monitoring | -53 | 5 | 60 | 3 | false | Tighten stops on momentum names |
P6977 | Opportunistic | IRA | USD | 2025-06-19 | 1,056,893 | 73,261 | 983,632 | 1.23 | 61 | 18.2 | 13.6 | 7.2 | MSFT:16.3%;VNQ:22.6%;AAPL:30.5%;TLT:30.5% | US:61.8;EU:19.5;APAC:11.2;EM:6.4;Other:1.2 | Value:-0.3;Growth:-0.3;Quality:+0.7;Size:-0.3;Momentum:-0.1;LowVol:+0.8 | null | 5 | 30 | 6.3 | trailing 7% | 188 | 24.6 | Volatile | 29.2 | 4.39 | 3.1 | 127 | 65 | 72 | 71 | true | Hedge | Buy index puts 1% notional | 33 | -5 | BrokerC | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 30 | -3 | 59 | 4 | false | Increase defensive factor exposure |
P6978 | Opportunistic | Taxable | USD | 2024-12-18 | 613,154 | 39,887 | 573,267 | 1 | 73.4 | 21.2 | 1 | 4.4 | VTI:33.3%;AAPL:33.3%;GLD:33.3% | US:67.3;EU:9.1;APAC:13.4;EM:7.2;Other:3.0 | Value:+0.5;Growth:-0.8;Quality:-0.8;Size:0.0;Momentum:+0.5;LowVol:-0.1 | MaxPos5%;NoDerivatives | 6 | 25 | 6.3 | trailing 7% | 196 | 28.9 | Volatile | 20.2 | 4.97 | 3.6 | 124 | 74 | 87 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -10 | BrokerC | LMT | 97 | VAR>budget | Reduce | Risk above budget threshold | 56 | -52 | 159 | 3 | false | Monitor dispersion and breadth |
P6979 | Cautious | Trust | USD | 2024-11-25 | 310,907 | 27,641 | 283,266 | 1 | 44.4 | 41.2 | 4.2 | 10.2 | AMZN:22.0%;BND:22.0%;MUB:22.0%;IEF:13.4%;MSFT:20.7% | US:64.1;EU:19.2;APAC:10.5;EM:4.7;Other:1.4 | Value:+0.9;Growth:-1.0;Quality:-0.5;Size:-1.0;Momentum:+0.3;LowVol:-0.6 | MaxPos5%;NoMargin | 6 | 35 | 5.3 | trailing 8% | 140 | 17.4 | Volatile | 26.4 | 3.92 | 2.8 | 119 | 6 | 50 | 68 | false | Buy | Add to core equity +1% | 24 | 5 | BrokerB | VWAP | 90 | null | null | Normal monitoring | -55 | 3 | 69 | 4 | false | Tighten stops on momentum names |
P6980 | Hands-off | IRA | USD | 2025-07-14 | 592,944 | 30,096 | 562,848 | 1 | 58.3 | 20.5 | 14.7 | 6.5 | MSFT:23.6%;GLD:26.1%;VNQ:24.2%;IEF:26.1% | US:67.6;EU:12.5;APAC:13.1;EM:4.0;Other:2.8 | Value:+0.2;Growth:0.0;Quality:+0.2;Size:+0.7;Momentum:-0.3;LowVol:-0.8 | ESGOnly;NoDerivatives | 5 | 30 | 3.6 | hard 10% | 118 | 12.6 | Volatile | 27.7 | 3.76 | 3.4 | 178 | -26 | 36 | 63 | false | Rebalance | Shift +1% to bonds from equity | -5 | -19 | BrokerB | LMT | 95 | null | null | Normal monitoring | 22 | -49 | 38 | 5 | false | Within IPS guidelines |
P6981 | Cautious | Trust | USD | 2025-06-19 | 590,015 | 81,120 | 508,895 | 1 | 48.5 | 40.2 | 0.9 | 10.4 | BND:11.5%;XLF:16.3%;TLT:24.1%;VTI:13.0%;MSFT:23.6%;GLD:11.5% | US:72.6;EU:9.9;APAC:11.5;EM:5.3;Other:0.8 | Value:-0.8;Growth:-0.9;Quality:-0.7;Size:+0.7;Momentum:+0.1;LowVol:+0.9 | NoMargin | 8 | 30 | 3.7 | hard 10% | 162 | 16 | Bull | 16.4 | 4.03 | 3 | 116 | 104 | 100 | 35 | false | Rebalance | Shift +1% to bonds from equity | 19 | -26 | BrokerB | VWAP | 91 | null | null | Normal monitoring | 30 | 4 | -5 | 5 | false | Increase defensive factor exposure |
P6982 | Cautious | Roth | USD | 2025-10-04 | 360,942 | 46,135 | 314,807 | 1 | 47.2 | 31.3 | 7.4 | 14.1 | TLT:11.4%;XLF:15.4%;VTI:19.4%;AMZN:19.3%;HYG:16.1%;VOO:18.5% | US:66.3;EU:10.4;APAC:12.2;EM:10.5;Other:0.6 | Value:-0.4;Growth:-0.8;Quality:+0.1;Size:+0.2;Momentum:-0.2;LowVol:-0.9 | ESGOnly;NoMargin | 5 | 35 | 4.4 | trailing 8% | 125 | 13.9 | Sideways | 16.6 | 4.44 | 2.6 | 99 | -4 | 43 | 35 | false | Rebalance | Shift +1% to bonds from equity | 2 | -39 | BrokerA | LMT | 92 | null | null | Normal monitoring | 14 | 3 | 101 | 4 | false | Monitor dispersion and breadth |
P6983 | Hands-off | Trust | USD | 2025-05-20 | 801,911 | 57,365 | 744,546 | 1 | 61.1 | 19.8 | 9.9 | 9.1 | VTI:17.2%;VNQ:31.1%;TLT:31.1%;GLD:20.6% | US:60.2;EU:19.0;APAC:9.9;EM:6.7;Other:4.2 | Value:0.0;Growth:+0.3;Quality:+0.9;Size:+0.4;Momentum:-0.8;LowVol:+0.4 | null | 6 | 30 | 3 | hard 10% | 153 | 19.3 | Sideways | 17.3 | 4.89 | 2.9 | 102 | 27 | 64 | 56 | false | Hedge | Add TLT +1% as duration hedge | -13 | 10 | BrokerD | LMT | 97 | null | null | Normal monitoring | 80 | 6 | 219 | 5 | false | Monitor dispersion and breadth |
P6984 | Hands-off | Trust | USD | 2025-08-26 | 382,822 | 28,084 | 354,738 | 1 | 58.6 | 15.9 | 19.6 | 5.9 | TLT:27.9%;MUB:27.9%;IEF:27.9%;HYG:16.2% | US:65.1;EU:13.2;APAC:12.6;EM:8.6;Other:0.5 | Value:-0.6;Growth:-0.9;Quality:+0.5;Size:+0.5;Momentum:+0.8;LowVol:-0.5 | ESGOnly | 6 | 25 | 5.5 | trailing 10% | 163 | 14.2 | Bear | 26.8 | 3.87 | 1.9 | 196 | -36 | 46 | 73 | true | Hedge | Buy index puts 1% notional | 35 | -30 | BrokerA | VWAP | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 108 | -57 | 112 | 5 | false | Within IPS guidelines |
P6985 | Hands-off | Taxable | USD | 2025-08-25 | 195,988 | 12,526 | 183,462 | 1 | 64.7 | 23.5 | 2.9 | 8.9 | VOO:12.4%;AAPL:25.0%;XLF:25.0%;GLD:24.6%;IEF:13.0% | US:66.4;EU:10.6;APAC:9.0;EM:10.6;Other:3.5 | Value:-0.6;Growth:-0.3;Quality:+0.9;Size:-0.5;Momentum:-0.5;LowVol:-0.5 | ESGOnly | 7 | 25 | 4.7 | hard 10% | 114 | 13.3 | Bear | 23.2 | 4.1 | 1.3 | 138 | 26 | 55 | 64 | false | Sell | Trim extended winner -1% | 34 | -30 | BrokerC | LMT | 98 | null | null | Normal monitoring | 49 | 18 | 95 | 3 | false | Monitor dispersion and breadth |
P6986 | Hands-off | IRA | USD | 2025-01-02 | 594,460 | 31,862 | 562,598 | 1 | 62.3 | 25.3 | 6.8 | 5.6 | MSFT:33.3%;BRK.B:33.3%;IEF:33.3% | US:62.6;EU:14.6;APAC:13.3;EM:4.2;Other:5.2 | Value:-0.4;Growth:-0.7;Quality:+0.8;Size:-0.9;Momentum:-0.0;LowVol:-0.2 | ESGOnly | 8 | 30 | 3.3 | trailing 10% | 169 | 12.2 | Volatile | 21 | 4.32 | 4 | 112 | 61 | 75 | 57 | false | Hedge | Add TLT +1% as duration hedge | 27 | 15 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 120 | -44 | 139 | 3 | false | Tax-aware sells next window |
P6987 | Hands-off | Taxable | USD | 2025-02-25 | 688,320 | 44,091 | 644,229 | 1 | 70.2 | 15.9 | 8.1 | 5.8 | XLF:27.0%;IEF:27.0%;BRK.B:27.0%;AAPL:19.1% | US:65.6;EU:19.9;APAC:6.4;EM:6.8;Other:1.4 | Value:-0.8;Growth:+0.7;Quality:+0.1;Size:+0.6;Momentum:-0.4;LowVol:-0.9 | ESGOnly;MaxPos8% | 7 | 35 | 4.7 | trailing 8% | 92 | 15.1 | Volatile | 27.8 | 5.09 | 3.5 | 117 | 70 | 87 | 80 | true | Hedge | Buy index puts 1% notional | 9 | -20 | BrokerB | LMT | 88 | VAR>budget | Reduce | Risk above budget threshold | 89 | -50 | 226 | 4 | false | Tax-aware sells next window |
P6988 | Hands-off | Trust | USD | 2024-09-24 | 509,859 | 37,152 | 472,707 | 1 | 60.9 | 27.3 | 3.3 | 8.5 | IEF:26.1%;BRK.B:26.1%;MSFT:26.1%;VTI:21.6% | US:54.6;EU:19.2;APAC:13.2;EM:8.6;Other:4.5 | Value:-0.8;Growth:+0.3;Quality:-0.8;Size:-0.1;Momentum:+0.7;LowVol:+0.7 | ESGOnly;MaxPos7% | 10 | 35 | 4.2 | trailing 8% | 121 | 15.2 | Sideways | 21.2 | 4.46 | 2.1 | 134 | 39 | 83 | 67 | false | NoAction | Within bands; monitor | -4 | 8 | BrokerD | LMT | 90 | null | null | Normal monitoring | -54 | -54 | 47 | 4 | false | Monitor dispersion and breadth |
P6989 | Hands-off | Roth | USD | 2025-05-10 | 716,012 | 46,971 | 669,041 | 1 | 65.1 | 22.1 | 3 | 9.8 | AAPL:33.4%;VTI:33.1%;VOO:33.4% | US:73.5;EU:8.3;APAC:9.8;EM:5.4;Other:3.1 | Value:+0.6;Growth:0.0;Quality:-0.4;Size:-0.0;Momentum:-0.8;LowVol:+0.4 | ESGOnly;NoDerivatives | 5 | 35 | 5.3 | trailing 8% | 92 | 15.8 | Bear | 28.3 | 3.2 | 1 | 159 | 1 | 44 | 67 | false | Rebalance | Shift +1% to bonds from equity | -11 | 14 | BrokerB | LMT | 99 | null | null | Normal monitoring | 9 | 5 | 67 | 5 | false | Tax-aware sells next window |
P6990 | Opportunistic | 401k | USD | 2025-04-11 | 1,770,946 | 155,813 | 1,615,133 | 1 | 77.6 | 10.6 | 5.7 | 6.1 | VNQ:21.8%;TLT:17.4%;GLD:21.8%;MSFT:21.8%;AMZN:17.3% | US:70.5;EU:10.4;APAC:12.7;EM:3.8;Other:2.6 | Value:+0.9;Growth:-0.2;Quality:-0.9;Size:+0.4;Momentum:+0.2;LowVol:+0.5 | MaxPos7% | 6 | 25 | 5.4 | hard 12% | 277 | 26.7 | Bull | 13.6 | 4.78 | 2 | 120 | 30 | 77 | 51 | false | Rebalance | Shift +1% to bonds from equity | 10 | 0 | BrokerC | MKT | 98 | null | null | Normal monitoring | -48 | -45 | -43 | 5 | false | Increase defensive factor exposure |
P6991 | Active | Taxable | USD | 2025-10-22 | 1,381,762 | 110,530 | 1,271,232 | 1.15 | 54.7 | 25.8 | 10.1 | 9.5 | VOO:33.3%;MUB:33.3%;TLT:33.3% | US:62.7;EU:15.8;APAC:10.9;EM:10.4;Other:0.3 | Value:-0.8;Growth:+0.3;Quality:-0.5;Size:+0.3;Momentum:-0.4;LowVol:-0.2 | MaxPos8%;NoDerivatives | 5 | 30 | 4.5 | trailing 8% | 198 | 17.2 | Volatile | 23 | 5.31 | 3.6 | 170 | 19 | 52 | 48 | true | Hedge | Buy index puts 1% notional | 24 | -4 | BrokerC | VWAP | 96 | VAR>budget | Reduce | Risk above budget threshold | -51 | -44 | -23 | 5 | false | Monitor dispersion and breadth |
P6992 | Active | IRA | USD | 2025-11-22 | 575,105 | 38,421 | 536,684 | 1 | 67.3 | 19.7 | 6.1 | 6.8 | MSFT:26.5%;TSLA:20.5%;AMZN:26.5%;GLD:26.5% | US:65.4;EU:8.8;APAC:12.7;EM:10.0;Other:3.1 | Value:-0.5;Growth:+1.0;Quality:-0.1;Size:-0.3;Momentum:+0.6;LowVol:-0.3 | NoDerivatives | 10 | 35 | 5.3 | trailing 9% | 227 | 23.7 | Sideways | 16.7 | 4.2 | 3 | 104 | 35 | 66 | 51 | false | Sell | Trim extended winner -1% | -15 | -26 | BrokerD | LMT | 86 | null | null | Normal monitoring | 101 | -56 | 123 | 3 | false | Within IPS guidelines |
P6993 | Cautious | Taxable | USD | 2025-05-11 | 525,432 | 76,579 | 448,853 | 1 | 36.2 | 43.7 | 5.5 | 14.7 | HYG:23.1%;VOO:13.3%;AMZN:23.1%;VTI:23.1%;GLD:17.4% | US:64.1;EU:16.3;APAC:9.0;EM:10.5;Other:0.2 | Value:+0.3;Growth:-0.8;Quality:+0.2;Size:-0.3;Momentum:-0.6;LowVol:-0.8 | ESGOnly;MaxPos7%;NoMargin | 6 | 35 | 3.7 | hard 10% | 160 | 18.7 | Bull | 17.7 | 4.22 | 2.8 | 85 | 50 | 73 | 39 | false | Buy | Add to core equity +1% | 13 | 4 | BrokerA | MKT | 96 | null | null | Normal monitoring | 2 | -40 | 83 | 5 | false | Tighten stops on momentum names |
P6994 | Opportunistic | IRA | USD | 2025-06-26 | 777,723 | 25,634 | 752,089 | 1 | 66.5 | 19 | 6.3 | 8.2 | XLF:18.3%;MSFT:24.4%;IEF:8.7%;VTI:24.4%;BRK.B:24.4% | US:65.2;EU:14.8;APAC:8.6;EM:6.5;Other:4.8 | Value:+0.3;Growth:-0.2;Quality:+0.9;Size:-0.6;Momentum:-0.4;LowVol:-0.0 | null | 7 | 30 | 5.6 | hard 12% | 201 | 29 | Bull | 14.6 | 3.89 | 3.1 | 81 | 10 | 70 | 46 | false | Rebalance | Shift +1% to bonds from equity | 27 | -34 | BrokerC | LMT | 86 | null | null | Normal monitoring | -57 | -47 | 33 | 4 | false | Within IPS guidelines |
P6995 | Systematic | Trust | USD | 2025-05-21 | 1,816,730 | 158,348 | 1,658,382 | 1 | 65.2 | 22.3 | 3.4 | 9.1 | BRK.B:33.3%;IEF:33.3%;BND:33.3% | US:63.8;EU:16.2;APAC:11.0;EM:4.6;Other:4.3 | Value:+0.8;Growth:-0.7;Quality:+0.4;Size:-0.7;Momentum:-0.7;LowVol:+0.6 | NoDerivatives | 5 | 30 | 5.5 | trailing 8% | 185 | 17.4 | Sideways | 15.6 | 3.6 | 2.8 | 99 | 10 | 64 | 40 | false | Buy | Add to core equity +1% | 15 | -26 | BrokerD | LMT | 87 | null | null | Normal monitoring | -58 | 3 | -68 | 3 | false | Tax-aware sells next window |
P6996 | Systematic | Trust | USD | 2024-12-03 | 1,172,508 | 107,716 | 1,064,792 | 1 | 67.5 | 23.4 | 1.4 | 7.7 | AAPL:21.2%;MSFT:14.0%;MUB:16.1%;VOO:24.4%;XLF:24.4% | US:70.4;EU:6.3;APAC:14.2;EM:3.6;Other:5.4 | Value:+0.3;Growth:+0.2;Quality:-0.1;Size:-0.5;Momentum:-0.6;LowVol:+0.3 | MaxPos7% | 10 | 35 | 5.6 | trailing 8% | 188 | 26.2 | Sideways | 18.2 | 4.9 | 3.2 | 128 | 13 | 53 | 62 | false | Hedge | Add TLT +1% as duration hedge | 20 | -16 | BrokerC | LMT | 86 | null | null | Normal monitoring | 66 | 13 | 49 | 5 | false | Within IPS guidelines |
P6997 | Opportunistic | Taxable | USD | 2025-08-14 | 1,089,835 | 34,772 | 1,055,063 | 1 | 65.6 | 12.9 | 12.6 | 8.8 | BND:27.5%;VOO:27.5%;MSFT:17.4%;GLD:27.5% | US:60.5;EU:15.4;APAC:13.6;EM:5.3;Other:5.2 | Value:+0.1;Growth:+0.1;Quality:-0.7;Size:+0.4;Momentum:-0.8;LowVol:+0.6 | null | 7 | 25 | 6.4 | trailing 9% | 190 | 31.3 | Bull | 16.2 | 4.35 | 3.1 | 80 | 57 | 76 | 61 | false | NoAction | Within bands; monitor | -1 | -29 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 40 | -37 | 156 | 4 | false | Tighten stops on momentum names |
P6998 | Opportunistic | Taxable | USD | 2024-07-04 | 738,099 | 47,706 | 690,393 | 1.15 | 72.8 | 11.5 | 7.2 | 8.5 | IEF:10.8%;VTI:22.9%;MUB:15.8%;BND:19.1%;AMZN:22.9%;XLF:8.6% | US:71.8;EU:10.3;APAC:9.9;EM:3.7;Other:4.3 | Value:+0.4;Growth:-0.5;Quality:-0.0;Size:+0.7;Momentum:-0.9;LowVol:0.0 | null | 8 | 35 | 5 | trailing 7% | 245 | 33.9 | Sideways | 18.6 | 3.97 | 2.6 | 96 | 55 | 78 | 54 | false | NoAction | Within bands; monitor | 32 | -38 | BrokerD | VWAP | 89 | null | null | Normal monitoring | 71 | 14 | 163 | 5 | false | Tighten stops on momentum names |
P6999 | Opportunistic | Taxable | USD | 2025-05-13 | 717,599 | 35,410 | 682,189 | 1 | 70.5 | 12.1 | 12.6 | 4.8 | GLD:10.0%;TSLA:26.4%;VTI:26.4%;VNQ:26.4%;AMZN:10.9% | US:57.7;EU:10.1;APAC:16.9;EM:11.0;Other:4.3 | Value:0.0;Growth:-0.1;Quality:+0.1;Size:+0.5;Momentum:+0.1;LowVol:+0.1 | MaxPos5% | 7 | 35 | 4.1 | trailing 7% | 185 | 33.2 | Bear | 30 | 3.92 | 1 | 145 | -56 | 30 | 90 | true | Hedge | Buy index puts 1% notional | 28 | 10 | BrokerD | VWAP | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 32 | -4 | 146 | 3 | false | Monitor dispersion and breadth |
P7000 | Hands-off | Trust | USD | 2025-06-15 | 336,434 | 17,033 | 319,401 | 1 | 68.6 | 23 | 0 | 8.5 | QQQ:33.3%;IEF:33.3%;VTI:33.3% | US:65.7;EU:15.5;APAC:9.2;EM:5.7;Other:3.9 | Value:-0.2;Growth:+0.3;Quality:-0.7;Size:+0.2;Momentum:-0.8;LowVol:-0.0 | null | 10 | 25 | 5.2 | trailing 8% | 124 | 17.1 | Volatile | 21.6 | 4.57 | 2 | 129 | 43 | 78 | 57 | false | Buy | Add to core equity +1% | -1 | -32 | BrokerB | LMT | 100 | null | null | Normal monitoring | -45 | 10 | -77 | 3 | false | Increase defensive factor exposure |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.