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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7001 | Hands-off | Roth | USD | 2025-02-06 | 337,437 | 22,025 | 315,412 | 1 | 64.9 | 23.6 | 1.8 | 9.7 | TLT:33.3%;HYG:33.3%;BRK.B:33.3% | US:65.2;EU:15.9;APAC:11.6;EM:7.0;Other:0.2 | Value:+0.6;Growth:+0.4;Quality:-0.7;Size:+0.9;Momentum:-0.3;LowVol:+0.5 | ESGOnly;MaxPos7% | 6 | 25 | 5.9 | trailing 8% | 147 | 18.3 | Bull | 12.9 | 4.76 | 2.9 | 72 | 115 | 100 | 53 | false | Buy | Add to core equity +1% | -13 | -3 | BrokerB | MKT | 86 | null | null | Normal monitoring | -36 | -44 | -48 | 5 | false | Monitor dispersion and breadth |
P7002 | Active | Trust | USD | 2024-08-07 | 2,200,736 | 252,811 | 1,947,925 | 1 | 53.3 | 24.5 | 15.4 | 6.8 | VTI:25.0%;MUB:25.0%;IEF:25.0%;VNQ:25.0% | US:60.4;EU:12.5;APAC:14.6;EM:12.3;Other:0.2 | Value:+0.3;Growth:+0.5;Quality:-0.3;Size:+0.9;Momentum:-0.9;LowVol:-0.0 | MaxPos8% | 6 | 35 | 4.1 | hard 12% | 210 | 20.6 | Volatile | 29.6 | 4.29 | 3.6 | 152 | 28 | 66 | 63 | false | NoAction | Within bands; monitor | -5 | 11 | BrokerA | MKT | 0 | null | null | Normal monitoring | 70 | -45 | 95 | 3 | false | Within IPS guidelines |
P7003 | Opportunistic | 401k | USD | 2025-06-06 | 1,590,090 | 83,371 | 1,506,719 | 1 | 68 | 20.3 | 5.6 | 6 | IEF:16.7%;AMZN:23.1%;MUB:23.1%;TLT:23.1%;GLD:14.1% | US:78.5;EU:5.5;APAC:8.5;EM:6.2;Other:1.3 | Value:+0.9;Growth:-0.8;Quality:+0.3;Size:-1.0;Momentum:-0.6;LowVol:+0.3 | MaxPos7% | 6 | 30 | 5.7 | trailing 7% | 233 | 22.1 | Bear | 32.7 | 4.34 | 1.7 | 131 | 18 | 69 | 94 | true | Hedge | Buy index puts 1% notional | -1 | -17 | BrokerA | MKT | 92 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -27 | 10 | 32 | 5 | false | Monitor dispersion and breadth |
P7004 | Systematic | Trust | USD | 2025-02-21 | 1,409,448 | 67,080 | 1,342,368 | 1 | 62.3 | 24.2 | 6.3 | 7.2 | TLT:38.7%;VOO:38.7%;QQQ:22.6% | US:70.7;EU:9.1;APAC:8.9;EM:9.2;Other:2.1 | Value:-0.1;Growth:-0.8;Quality:-0.9;Size:-0.9;Momentum:-0.5;LowVol:+0.5 | null | 10 | 25 | 4.4 | trailing 9% | 201 | 17.3 | Volatile | 26.6 | 4.99 | 3.1 | 112 | 54 | 68 | 74 | true | Hedge | Buy index puts 1% notional | 23 | -32 | BrokerC | VWAP | 89 | VAR>budget | Reduce | Risk above budget threshold | -28 | -39 | 96 | 3 | false | Increase defensive factor exposure |
P7005 | Systematic | Taxable | USD | 2025-04-02 | 1,622,965 | 73,872 | 1,549,093 | 1 | 61.3 | 25.4 | 3.5 | 9.8 | GLD:33.3%;AMZN:33.3%;TLT:33.3% | US:55.9;EU:19.0;APAC:16.2;EM:4.8;Other:4.2 | Value:-0.2;Growth:-0.8;Quality:-0.8;Size:+0.8;Momentum:+0.2;LowVol:-0.2 | MaxPos8% | 5 | 30 | 5.5 | trailing 9% | 212 | 27.1 | Bull | 18 | 3.9 | 2.1 | 86 | 78 | 100 | 42 | false | Sell | Trim extended winner -1% | 13 | -35 | BrokerB | LMT | 96 | null | null | Normal monitoring | -46 | -10 | 2 | 5 | false | Increase defensive factor exposure |
P7006 | Hands-off | Roth | USD | 2025-08-07 | 593,099 | 42,573 | 550,526 | 1 | 65.1 | 19.7 | 6.3 | 8.8 | QQQ:19.6%;TSLA:17.7%;TLT:13.5%;BND:20.5%;HYG:18.2%;VTI:10.5% | US:64.2;EU:17.8;APAC:14.0;EM:3.5;Other:0.6 | Value:+0.6;Growth:+0.6;Quality:-0.7;Size:+0.7;Momentum:+1.0;LowVol:-0.2 | ESGOnly;MaxPos7% | 5 | 30 | 4.6 | hard 10% | 97 | 17.6 | Bear | 22.4 | 4.49 | 1.1 | 217 | 12 | 49 | 64 | false | Hedge | Add TLT +1% as duration hedge | 34 | -24 | BrokerB | LMT | 100 | null | null | Normal monitoring | 40 | -9 | 161 | 4 | false | Monitor dispersion and breadth |
P7007 | Hands-off | Roth | USD | 2025-02-22 | 753,698 | 63,505 | 690,193 | 1 | 62.1 | 29 | 0 | 8.9 | AAPL:33.3%;QQQ:33.3%;BRK.B:33.3% | US:62.1;EU:16.3;APAC:8.9;EM:12.0;Other:0.8 | Value:-0.2;Growth:-1.0;Quality:+0.1;Size:+0.6;Momentum:-0.7;LowVol:+0.6 | MaxPos5% | 5 | 30 | 3.9 | hard 10% | 127 | 13.5 | Volatile | 24.9 | 4.75 | 2.8 | 136 | -11 | 41 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | -14 | BrokerC | VWAP | 91 | VAR>budget | Hedge | Risk above budget threshold | -14 | -3 | 124 | 5 | false | Increase defensive factor exposure |
P7008 | Hands-off | Taxable | USD | 2025-01-13 | 736,740 | 69,520 | 667,220 | 1 | 70.1 | 24 | 0.7 | 5.2 | VNQ:21.5%;VTI:11.8%;MSFT:12.1%;AMZN:20.4%;IEF:21.5%;XLF:12.8% | US:64.4;EU:13.6;APAC:11.4;EM:6.5;Other:4.1 | Value:+0.5;Growth:-0.8;Quality:0.0;Size:-0.2;Momentum:+0.8;LowVol:+0.2 | ESGOnly;MaxPos5%;NoDerivatives | 10 | 25 | 5.8 | trailing 8% | 114 | 18.6 | Volatile | 22.4 | 3.81 | 4.3 | 180 | -47 | 21 | 56 | false | Rebalance | Shift +1% to bonds from equity | 12 | 7 | BrokerA | MKT | 85 | null | null | Normal monitoring | 16 | -50 | 149 | 5 | false | Within IPS guidelines |
P7009 | Cautious | IRA | USD | 2024-11-14 | 507,556 | 65,642 | 441,914 | 1 | 40.4 | 39.7 | 9.7 | 10.2 | VTI:26.5%;BND:20.5%;TSLA:26.5%;AMZN:26.5% | US:58.3;EU:16.7;APAC:11.8;EM:11.3;Other:1.9 | Value:-0.3;Growth:+0.2;Quality:-0.2;Size:+0.8;Momentum:+0.9;LowVol:-0.2 | MaxPos6%;NoMargin | 6 | 30 | 5.5 | trailing 8% | 92 | 18.2 | Bear | 28.5 | 4.05 | 2.3 | 162 | -13 | 47 | 66 | false | NoAction | Within bands; monitor | 3 | -35 | BrokerC | MKT | 0 | null | null | Normal monitoring | -30 | -8 | 58 | 5 | false | Tax-aware sells next window |
P7010 | Systematic | Roth | USD | 2025-10-15 | 1,922,735 | 159,024 | 1,763,711 | 1 | 55.6 | 31.9 | 3.5 | 9 | BND:38.0%;AMZN:24.0%;QQQ:38.0% | US:72.5;EU:9.3;APAC:7.5;EM:7.1;Other:3.6 | Value:-0.5;Growth:+0.8;Quality:-0.1;Size:+0.5;Momentum:+0.7;LowVol:+0.8 | MaxPos7% | 7 | 35 | 5.3 | hard 12% | 161 | 25.2 | Bull | 12.3 | 4.85 | 3.1 | 79 | 57 | 73 | 31 | false | Hedge | Add TLT +1% as duration hedge | -8 | 10 | BrokerD | LMT | 90 | null | null | Normal monitoring | 64 | -13 | 65 | 3 | false | Within IPS guidelines |
P7011 | Opportunistic | 401k | USD | 2024-07-10 | 1,727,783 | 76,088 | 1,651,695 | 1 | 75.6 | 14.7 | 1.6 | 8.1 | BND:22.4%;QQQ:18.0%;VTI:22.4%;TSLA:14.7%;VOO:22.4% | US:68.2;EU:11.4;APAC:7.8;EM:10.5;Other:2.1 | Value:-0.4;Growth:+0.7;Quality:+0.9;Size:-0.1;Momentum:-0.1;LowVol:+0.5 | MaxPos6% | 8 | 25 | 4.2 | hard 12% | 197 | 27.9 | Bull | 16.5 | 4.66 | 2.2 | 119 | 7 | 58 | 62 | false | Buy | Add to core equity +1% | 12 | 0 | BrokerD | MKT | 94 | null | null | Normal monitoring | 83 | -42 | 221 | 5 | false | Monitor dispersion and breadth |
P7012 | Cautious | 401k | USD | 2024-12-14 | 463,774 | 41,266 | 422,508 | 1 | 49.8 | 38 | 0 | 12.2 | VNQ:22.9%;XLF:23.0%;TLT:23.0%;BND:8.0%;AMZN:23.0% | US:64.1;EU:8.3;APAC:13.0;EM:12.6;Other:1.9 | Value:-0.7;Growth:+1.0;Quality:-1.0;Size:-0.0;Momentum:+0.1;LowVol:+0.6 | ESGOnly;MaxPos8%;NoMargin | 7 | 35 | 3.8 | trailing 8% | 124 | 18.2 | Bull | 14.9 | 4.5 | 2.1 | 113 | 19 | 49 | 41 | false | Buy | Add to core equity +1% | -9 | -23 | BrokerB | MKT | 97 | null | null | Normal monitoring | 120 | -7 | 104 | 5 | false | Tax-aware sells next window |
P7013 | Systematic | Trust | USD | 2024-10-16 | 1,827,982 | 100,047 | 1,727,935 | 1 | 56 | 21.9 | 13.9 | 8.2 | VTI:17.6%;GLD:21.5%;VNQ:17.1%;QQQ:21.9%;MUB:21.9% | US:81.1;EU:5.4;APAC:6.0;EM:4.6;Other:2.9 | Value:-0.5;Growth:-0.9;Quality:+0.3;Size:+0.5;Momentum:-0.2;LowVol:-0.0 | MaxPos7% | 6 | 35 | 5.7 | trailing 8% | 130 | 22 | Sideways | 16.5 | 4.21 | 2.9 | 91 | -9 | 30 | 36 | false | Rebalance | Shift +1% to bonds from equity | -10 | -34 | BrokerC | MKT | 99 | null | null | Normal monitoring | 90 | -25 | 151 | 5 | false | Tighten stops on momentum names |
P7014 | Active | 401k | USD | 2025-09-16 | 1,357,996 | 143,922 | 1,214,074 | 1 | 63.1 | 22.8 | 6.5 | 7.6 | AAPL:12.2%;VTI:16.4%;HYG:15.5%;TLT:19.0%;MSFT:17.0%;BND:19.8% | US:63.9;EU:9.1;APAC:11.4;EM:12.4;Other:3.2 | Value:+0.3;Growth:-0.4;Quality:-0.9;Size:0.0;Momentum:+0.1;LowVol:+0.1 | NoDerivatives | 5 | 30 | 4.1 | trailing 9% | 127 | 18.8 | Sideways | 14.1 | 4.24 | 3.5 | 135 | 18 | 51 | 51 | false | Sell | Trim extended winner -1% | -5 | -6 | BrokerB | MKT | 88 | null | null | Normal monitoring | 39 | 7 | 47 | 4 | false | Monitor dispersion and breadth |
P7015 | Opportunistic | 401k | USD | 2025-12-22 | 386,879 | 19,899 | 366,980 | 1 | 61.1 | 16.6 | 15.7 | 6.6 | HYG:25.2%;AAPL:24.5%;GLD:25.2%;QQQ:25.2% | US:63.6;EU:12.5;APAC:12.0;EM:10.7;Other:1.2 | Value:+0.8;Growth:+0.3;Quality:+0.4;Size:+0.9;Momentum:-1.0;LowVol:+0.7 | MaxPos8% | 10 | 30 | 5.5 | trailing 9% | 262 | 34.7 | Volatile | 31.1 | 4.47 | 4.1 | 116 | -39 | 30 | 88 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | 6 | BrokerA | MKT | 96 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 23 | -33 | 116 | 5 | true | Within IPS guidelines |
P7016 | Cautious | Roth | USD | 2025-09-10 | 526,837 | 52,987 | 473,850 | 1 | 51.7 | 31.8 | 0 | 16.5 | MUB:11.1%;TLT:20.7%;IEF:19.1%;MSFT:15.8%;AMZN:20.7%;VOO:12.7% | US:65.6;EU:14.3;APAC:6.6;EM:8.6;Other:4.8 | Value:+0.5;Growth:+0.4;Quality:-0.9;Size:-0.3;Momentum:-0.8;LowVol:+0.9 | ESGOnly;NoDerivatives;NoMargin | 10 | 25 | 4.5 | trailing 8% | 132 | 15.3 | Bull | 11.9 | 4.33 | 2.3 | 110 | 0 | 62 | 33 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | 7 | BrokerD | LMT | 94 | VAR>budget | TightenStops | Risk above budget threshold | 3 | -4 | 34 | 4 | false | Tax-aware sells next window |
P7017 | Cautious | Trust | USD | 2025-04-12 | 374,566 | 50,581 | 323,985 | 1 | 40.9 | 44.8 | 0 | 14.3 | IEF:24.7%;MUB:24.7%;AAPL:15.8%;AMZN:10.2%;QQQ:24.5% | US:66.7;EU:16.1;APAC:6.9;EM:6.7;Other:3.6 | Value:+0.3;Growth:-0.4;Quality:-0.7;Size:+0.1;Momentum:+0.6;LowVol:-1.0 | MaxPos8%;NoDerivatives;NoMargin | 10 | 35 | 4.2 | hard 10% | 170 | 19.4 | Sideways | 18.1 | 4.71 | 2.4 | 115 | 42 | 67 | 48 | false | NoAction | Within bands; monitor | 8 | 10 | BrokerA | LMT | 98 | null | null | Normal monitoring | -26 | -22 | -29 | 5 | false | Monitor dispersion and breadth |
P7018 | Cautious | Taxable | USD | 2025-08-25 | 466,012 | 74,122 | 391,890 | 1 | 39.1 | 37.1 | 7 | 16.8 | IEF:21.3%;VTI:14.8%;GLD:21.3%;VOO:21.3%;QQQ:21.3% | US:66.1;EU:13.5;APAC:9.2;EM:9.5;Other:1.6 | Value:-0.4;Growth:-0.9;Quality:-0.1;Size:+0.4;Momentum:-0.8;LowVol:+0.2 | NoMargin | 5 | 30 | 3.7 | hard 10% | 145 | 12.5 | Bull | 14.6 | 4.54 | 3.4 | 73 | 96 | 100 | 42 | false | Buy | Add to core equity +1% | 29 | -20 | BrokerD | MKT | 89 | null | null | Normal monitoring | 53 | -35 | 176 | 3 | false | Increase defensive factor exposure |
P7019 | Active | 401k | USD | 2025-01-18 | 865,197 | 78,765 | 786,432 | 1 | 63.7 | 19.8 | 10.9 | 5.6 | BRK.B:15.1%;BND:25.1%;MSFT:10.5%;VNQ:24.3%;HYG:25.1% | US:74.0;EU:8.7;APAC:5.1;EM:10.6;Other:1.6 | Value:-1.0;Growth:+0.2;Quality:-0.1;Size:+0.9;Momentum:-0.1;LowVol:0.0 | null | 10 | 25 | 4.5 | hard 12% | 183 | 24.3 | Volatile | 28.2 | 4.1 | 3.5 | 166 | 77 | 76 | 70 | false | Rebalance | Shift +1% to bonds from equity | 22 | 2 | BrokerB | MKT | 92 | null | null | Normal monitoring | 31 | 6 | 163 | 4 | false | Tax-aware sells next window |
P7020 | Active | Roth | USD | 2025-04-15 | 2,392,432 | 156,215 | 2,236,217 | 1 | 59.2 | 28.5 | 2.7 | 9.6 | IEF:33.0%;MUB:33.5%;VTI:33.5% | US:69.0;EU:14.5;APAC:4.9;EM:7.0;Other:4.5 | Value:+0.4;Growth:-0.2;Quality:-0.5;Size:+1.0;Momentum:+1.0;LowVol:-0.7 | null | 5 | 30 | 4.1 | trailing 8% | 176 | 24.2 | Bull | 16.4 | 4.23 | 2.9 | 103 | 10 | 41 | 44 | false | Sell | Trim extended winner -1% | 17 | -5 | BrokerB | LMT | 100 | null | null | Normal monitoring | 11 | -42 | -28 | 4 | false | Tighten stops on momentum names |
P7021 | Cautious | Roth | USD | 2025-12-10 | 859,572 | 92,465 | 767,107 | 1 | 47.3 | 39.8 | 0 | 13 | MSFT:14.3%;GLD:22.3%;QQQ:22.3%;BRK.B:18.8%;HYG:22.3% | US:72.2;EU:10.1;APAC:5.4;EM:9.8;Other:2.5 | Value:+0.7;Growth:-0.1;Quality:-0.2;Size:-0.8;Momentum:+0.2;LowVol:-0.4 | NoDerivatives;NoMargin | 6 | 30 | 3.9 | trailing 10% | 170 | 18.2 | Volatile | 27 | 4.28 | 4.2 | 127 | 5 | 62 | 64 | false | Rebalance | Shift +1% to bonds from equity | 0 | -12 | BrokerC | LMT | 85 | null | null | Normal monitoring | -42 | -27 | 89 | 5 | false | Tighten stops on momentum names |
P7022 | Opportunistic | Taxable | USD | 2024-07-28 | 752,852 | 47,753 | 705,099 | 1 | 76.9 | 11.1 | 5.3 | 6.7 | GLD:9.4%;MSFT:8.4%;TSLA:21.1%;AMZN:15.5%;MUB:22.8%;BRK.B:22.8% | US:64.5;EU:15.5;APAC:5.8;EM:11.7;Other:2.4 | Value:+0.2;Growth:+0.7;Quality:-0.9;Size:-0.6;Momentum:-0.9;LowVol:-0.5 | MaxPos5% | 10 | 30 | 4.5 | trailing 9% | 255 | 22.1 | Bull | 14.2 | 4.05 | 3 | 104 | 29 | 64 | 49 | false | Buy | Add to core equity +1% | 9 | -22 | BrokerD | LMT | 95 | null | null | Normal monitoring | 20 | 2 | 157 | 3 | false | Increase defensive factor exposure |
P7023 | Hands-off | 401k | USD | 2025-10-15 | 593,586 | 47,854 | 545,732 | 1 | 57.2 | 26.7 | 6.2 | 10 | VTI:33.3%;AMZN:33.3%;XLF:33.3% | US:59.7;EU:19.4;APAC:10.1;EM:9.7;Other:1.1 | Value:+0.8;Growth:+0.1;Quality:-0.4;Size:-0.6;Momentum:+0.5;LowVol:+0.9 | NoDerivatives | 6 | 35 | 4 | hard 10% | 113 | 18 | Sideways | 21.2 | 4.53 | 3.2 | 94 | 27 | 75 | 48 | false | Buy | Add to core equity +1% | 31 | -2 | BrokerD | LMT | 92 | null | null | Normal monitoring | 51 | 14 | 33 | 5 | false | Tax-aware sells next window |
P7024 | Systematic | Taxable | USD | 2024-12-20 | 1,205,838 | 67,336 | 1,138,502 | 1 | 59 | 32.2 | 0 | 8.8 | XLF:25.0%;VNQ:25.0%;TSLA:25.0%;GLD:25.0% | US:57.2;EU:17.2;APAC:13.4;EM:9.3;Other:3.0 | Value:+0.5;Growth:-0.8;Quality:+0.7;Size:+0.1;Momentum:+0.5;LowVol:0.0 | null | 7 | 25 | 4.7 | hard 12% | 154 | 21.8 | Sideways | 15.9 | 4.85 | 2.6 | 98 | -28 | 22 | 39 | false | Rebalance | Shift +1% to bonds from equity | 27 | -2 | BrokerC | MKT | 93 | null | null | Normal monitoring | -58 | -13 | -77 | 4 | false | Tighten stops on momentum names |
P7025 | Opportunistic | Roth | USD | 2025-03-12 | 1,746,342 | 95,014 | 1,651,328 | 1 | 71.6 | 17.9 | 3.6 | 6.8 | VOO:22.4%;MSFT:22.4%;GLD:22.2%;VTI:22.4%;BND:10.6% | US:64.6;EU:15.7;APAC:12.1;EM:4.4;Other:3.3 | Value:-1.0;Growth:-0.8;Quality:+0.3;Size:+0.6;Momentum:+0.8;LowVol:+1.0 | null | 5 | 25 | 4.6 | trailing 7% | 182 | 33.2 | Bull | 16.2 | 3.5 | 2.7 | 115 | 98 | 100 | 50 | false | Rebalance | Shift +1% to bonds from equity | 3 | -27 | BrokerB | LMT | 99 | null | null | Normal monitoring | 51 | -30 | 11 | 5 | false | Increase defensive factor exposure |
P7026 | Opportunistic | Taxable | USD | 2025-08-31 | 1,213,327 | 106,774 | 1,106,553 | 1 | 65.1 | 10.4 | 20.4 | 4.1 | BRK.B:16.4%;GLD:14.4%;QQQ:21.0%;VOO:21.0%;XLF:8.8%;MSFT:18.5% | US:65.0;EU:16.3;APAC:11.1;EM:7.2;Other:0.4 | Value:-0.6;Growth:-0.1;Quality:+0.5;Size:-0.8;Momentum:-0.8;LowVol:-0.7 | NoDerivatives | 7 | 35 | 5.6 | trailing 7% | 264 | 25.1 | Bull | 17 | 4.82 | 3.5 | 87 | 10 | 47 | 48 | false | Buy | Add to core equity +1% | 29 | 7 | BrokerD | VWAP | 89 | null | null | Normal monitoring | 48 | -6 | 66 | 4 | false | Increase defensive factor exposure |
P7027 | Cautious | Taxable | USD | 2024-11-11 | 667,115 | 105,644 | 561,471 | 1 | 43.3 | 38.9 | 7.1 | 10.7 | TSLA:24.5%;AAPL:10.7%;BRK.B:21.9%;MSFT:24.5%;XLF:18.4% | US:66.7;EU:16.4;APAC:6.0;EM:9.9;Other:1.0 | Value:-0.3;Growth:-0.5;Quality:+0.9;Size:-0.7;Momentum:+0.6;LowVol:-0.3 | ESGOnly;NoMargin | 7 | 30 | 5.6 | hard 10% | 116 | 17.3 | Sideways | 18.8 | 4.79 | 2.6 | 130 | 41 | 73 | 33 | false | NoAction | Within bands; monitor | -5 | 9 | BrokerD | VWAP | 98 | null | null | Normal monitoring | -1 | -6 | 20 | 4 | false | Within IPS guidelines |
P7028 | Cautious | IRA | USD | 2024-07-11 | 682,856 | 76,279 | 606,577 | 1 | 38.1 | 39.4 | 4.9 | 17.6 | XLF:17.9%;MUB:19.0%;TSLA:18.3%;HYG:5.4%;BRK.B:19.3%;VOO:20.0% | US:63.0;EU:13.4;APAC:9.3;EM:11.4;Other:2.9 | Value:-0.2;Growth:+0.2;Quality:-0.6;Size:-0.5;Momentum:+0.4;LowVol:-0.6 | NoMargin | 6 | 25 | 4.1 | trailing 10% | 147 | 19.5 | Bear | 23.2 | 3.2 | 2.1 | 190 | -67 | 19 | 56 | false | Sell | Trim extended winner -1% | 12 | 11 | BrokerC | LMT | 85 | null | null | Normal monitoring | 47 | -34 | 144 | 5 | false | Tax-aware sells next window |
P7029 | Active | Trust | USD | 2025-09-06 | 1,198,938 | 109,618 | 1,089,320 | 1 | 51.4 | 25.1 | 14.1 | 9.3 | MSFT:16.9%;VNQ:21.3%;IEF:15.4%;BRK.B:20.0%;TSLA:19.6%;HYG:6.8% | US:69.8;EU:14.2;APAC:9.3;EM:4.1;Other:2.6 | Value:+0.5;Growth:-0.1;Quality:+0.1;Size:+0.6;Momentum:-0.5;LowVol:-0.3 | MaxPos8% | 8 | 30 | 5.5 | trailing 8% | 211 | 27.3 | Volatile | 22 | 4.29 | 3.4 | 141 | -52 | 13 | 46 | false | Rebalance | Shift +1% to bonds from equity | 23 | 11 | BrokerC | MKT | 92 | null | null | Normal monitoring | -49 | 11 | 57 | 4 | false | Within IPS guidelines |
P7030 | Hands-off | Trust | USD | 2025-04-20 | 172,022 | 15,672 | 156,350 | 1 | 64.9 | 26.3 | 0 | 8.7 | BRK.B:18.1%;QQQ:10.7%;XLF:22.3%;BND:15.8%;GLD:10.9%;TLT:22.3% | US:52.7;EU:17.1;APAC:15.1;EM:11.9;Other:3.3 | Value:-0.1;Growth:-0.0;Quality:-0.2;Size:-0.2;Momentum:+0.5;LowVol:+0.1 | ESGOnly;NoDerivatives | 6 | 25 | 4.2 | trailing 8% | 123 | 16.2 | Bear | 26 | 3.64 | 2.4 | 199 | -84 | 5 | 60 | false | Rebalance | Shift +1% to bonds from equity | -8 | -21 | BrokerB | MKT | 91 | null | null | Normal monitoring | -43 | -14 | -4 | 3 | false | Within IPS guidelines |
P7031 | Cautious | Trust | USD | 2025-03-16 | 856,720 | 107,606 | 749,114 | 1 | 37.8 | 44.4 | 2.8 | 15 | TLT:22.2%;TSLA:13.1%;HYG:12.3%;MUB:14.7%;IEF:22.2%;AAPL:15.5% | US:62.3;EU:10.5;APAC:15.8;EM:8.9;Other:2.6 | Value:+0.1;Growth:+0.8;Quality:+0.1;Size:+0.6;Momentum:+0.7;LowVol:+1.0 | ESGOnly;NoDerivatives;NoMargin | 8 | 30 | 4.9 | trailing 8% | 110 | 16.1 | Volatile | 23 | 3.69 | 2.1 | 171 | -8 | 58 | 39 | false | Hedge | Add TLT +1% as duration hedge | -3 | -35 | BrokerC | MKT | 100 | null | null | Normal monitoring | -26 | -3 | 98 | 5 | false | Tax-aware sells next window |
P7032 | Hands-off | Roth | USD | 2025-09-20 | 873,565 | 41,994 | 831,571 | 1 | 60.8 | 30 | 0.4 | 8.8 | GLD:34.0%;TSLA:31.9%;IEF:34.0% | US:59.4;EU:16.7;APAC:13.2;EM:7.4;Other:3.4 | Value:+0.5;Growth:+0.4;Quality:+0.6;Size:+0.1;Momentum:+0.3;LowVol:-0.3 | NoDerivatives | 10 | 30 | 4.7 | trailing 8% | 113 | 12.4 | Bull | 17.4 | 4.5 | 2.1 | 83 | 106 | 100 | 54 | false | Sell | Trim extended winner -1% | -5 | 0 | BrokerB | MKT | 92 | null | null | Normal monitoring | 80 | -21 | 141 | 5 | false | Within IPS guidelines |
P7033 | Systematic | 401k | USD | 2025-03-10 | 802,535 | 39,657 | 762,878 | 1 | 61.5 | 31.2 | 0 | 7.2 | QQQ:31.3%;AAPL:34.3%;VNQ:34.3% | US:61.1;EU:15.2;APAC:13.5;EM:9.5;Other:0.7 | Value:-0.3;Growth:-0.4;Quality:+0.3;Size:-0.4;Momentum:+0.3;LowVol:+0.8 | null | 8 | 35 | 5.8 | hard 12% | 198 | 16.4 | Bull | 16.5 | 3.85 | 2.9 | 116 | 110 | 100 | 53 | false | Buy | Add to core equity +1% | -10 | -26 | BrokerC | VWAP | 90 | null | null | Normal monitoring | 120 | -25 | 129 | 5 | false | Increase defensive factor exposure |
P7034 | Active | Trust | USD | 2025-01-22 | 2,077,036 | 193,894 | 1,883,142 | 1 | 50.2 | 27.4 | 16.8 | 5.6 | MUB:14.3%;QQQ:24.7%;BND:24.7%;AMZN:14.4%;GLD:21.8% | US:62.6;EU:16.4;APAC:10.5;EM:6.7;Other:3.7 | Value:+0.4;Growth:+0.2;Quality:-0.2;Size:-0.8;Momentum:+0.3;LowVol:+0.2 | NoDerivatives | 7 | 35 | 4.5 | trailing 8% | 188 | 18.8 | Bear | 34.2 | 4.1 | 2.1 | 154 | -41 | 21 | 76 | true | Hedge | Buy index puts 1% notional | 26 | -27 | BrokerA | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 73 | 10 | 104 | 3 | false | Within IPS guidelines |
P7035 | Cautious | IRA | USD | 2025-02-23 | 798,674 | 98,809 | 699,865 | 1 | 38.9 | 35.1 | 10 | 16 | TLT:24.0%;MUB:25.3%;VNQ:25.3%;HYG:25.3% | US:63.1;EU:13.9;APAC:11.7;EM:7.9;Other:3.4 | Value:+1.0;Growth:-0.7;Quality:+0.6;Size:+0.7;Momentum:-0.4;LowVol:+0.7 | ESGOnly;NoDerivatives;NoMargin | 6 | 35 | 5.8 | trailing 10% | 158 | 16.5 | Bull | 16.1 | 4.4 | 3 | 109 | 113 | 98 | 41 | false | Rebalance | Shift +1% to bonds from equity | 29 | 14 | BrokerA | MKT | 88 | null | null | Normal monitoring | -53 | -42 | -68 | 4 | false | Monitor dispersion and breadth |
P7036 | Systematic | IRA | USD | 2025-12-10 | 1,622,483 | 148,687 | 1,473,796 | 1 | 59.4 | 28.5 | 3.7 | 8.4 | VNQ:33.3%;IEF:33.3%;AMZN:33.3% | US:61.4;EU:20.1;APAC:5.7;EM:11.6;Other:1.2 | Value:+0.3;Growth:-0.4;Quality:+0.8;Size:-0.9;Momentum:-0.1;LowVol:-0.3 | MaxPos8%;NoDerivatives | 8 | 25 | 4.2 | trailing 8% | 179 | 24.2 | Sideways | 19.3 | 3.76 | 2.7 | 108 | 44 | 68 | 63 | false | Buy | Add to core equity +1% | 29 | -9 | BrokerB | MKT | 99 | null | null | Normal monitoring | -51 | -47 | 66 | 3 | false | Increase defensive factor exposure |
P7037 | Active | Trust | USD | 2025-05-05 | 1,549,086 | 123,082 | 1,426,004 | 1 | 59.1 | 29.3 | 3.9 | 7.7 | VOO:25.0%;BRK.B:25.0%;AMZN:25.0%;VNQ:25.0% | US:59.9;EU:12.9;APAC:16.2;EM:10.1;Other:0.9 | Value:-0.2;Growth:+0.2;Quality:+1.0;Size:+0.7;Momentum:-0.2;LowVol:-0.5 | NoDerivatives | 6 | 25 | 5.3 | trailing 8% | 170 | 24.4 | Sideways | 16.2 | 3.73 | 2.4 | 128 | 58 | 94 | 52 | false | NoAction | Within bands; monitor | 7 | -23 | BrokerB | LMT | 85 | null | null | Normal monitoring | 53 | -18 | 93 | 5 | false | Monitor dispersion and breadth |
P7038 | Opportunistic | Roth | USD | 2024-07-28 | 1,050,884 | 81,430 | 969,454 | 1 | 61.4 | 21.2 | 9.5 | 7.9 | BND:12.4%;VTI:15.1%;HYG:21.4%;MSFT:21.4%;VNQ:21.4%;MUB:8.4% | US:64.3;EU:15.5;APAC:8.3;EM:9.4;Other:2.5 | Value:+0.9;Growth:-0.7;Quality:+0.7;Size:+0.3;Momentum:+0.2;LowVol:-0.8 | MaxPos5% | 5 | 30 | 5.8 | trailing 7% | 216 | 22.4 | Volatile | 28.5 | 3.58 | 4.4 | 154 | -56 | 31 | 82 | true | Rebalance | Rebalance back to target bands | 1 | -14 | BrokerC | LMT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 61 | 3 | 134 | 4 | false | Tax-aware sells next window |
P7039 | Active | IRA | USD | 2024-12-07 | 1,911,713 | 166,719 | 1,744,994 | 1 | 52.4 | 31.1 | 8.7 | 7.7 | MSFT:14.3%;AAPL:17.6%;BRK.B:17.5%;VOO:17.1%;XLF:15.2%;HYG:18.3% | US:72.9;EU:12.5;APAC:7.2;EM:6.3;Other:1.0 | Value:+0.7;Growth:-0.0;Quality:+0.6;Size:-0.5;Momentum:+0.1;LowVol:-0.2 | null | 10 | 30 | 6 | trailing 8% | 180 | 28 | Volatile | 20.1 | 4.72 | 2.9 | 158 | 45 | 84 | 43 | false | NoAction | Within bands; monitor | 22 | -9 | BrokerB | LMT | 91 | null | null | Normal monitoring | -21 | -39 | 71 | 4 | false | Within IPS guidelines |
P7040 | Opportunistic | Taxable | USD | 2024-10-12 | 1,787,628 | 67,201 | 1,720,427 | 1 | 62.5 | 18 | 11.1 | 8.4 | VNQ:26.3%;IEF:26.3%;BND:26.3%;AAPL:21.2% | US:71.9;EU:8.2;APAC:7.3;EM:10.2;Other:2.5 | Value:+0.5;Growth:-0.3;Quality:-0.7;Size:+0.1;Momentum:-0.2;LowVol:+0.9 | MaxPos5% | 7 | 25 | 5.7 | trailing 9% | 185 | 20.9 | Volatile | 24.8 | 4.37 | 3.5 | 155 | -40 | 37 | 59 | true | Hedge | Buy index puts 1% notional | -14 | -29 | BrokerA | LMT | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 24 | -30 | 154 | 4 | false | Tighten stops on momentum names |
P7041 | Cautious | Taxable | USD | 2025-01-27 | 550,432 | 54,918 | 495,514 | 1 | 47.9 | 40.1 | 0 | 11.9 | HYG:20.2%;TSLA:19.2%;AMZN:12.7%;XLF:16.8%;GLD:17.0%;AAPL:14.1% | US:63.9;EU:19.6;APAC:6.0;EM:8.7;Other:1.7 | Value:-0.5;Growth:+0.9;Quality:+0.2;Size:+0.1;Momentum:-0.5;LowVol:-0.1 | MaxPos5%;NoMargin | 6 | 35 | 3.6 | trailing 8% | 166 | 16.8 | Volatile | 28.5 | 5.32 | 3 | 132 | -49 | 19 | 75 | true | Hedge | Buy index puts 1% notional | -4 | 7 | BrokerC | VWAP | 88 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -5 | -19 | 8 | 4 | false | Within IPS guidelines |
P7042 | Cautious | Taxable | USD | 2025-07-16 | 162,044 | 18,837 | 143,207 | 1 | 37.5 | 30.8 | 18.3 | 13.3 | IEF:16.5%;TLT:21.1%;BND:13.1%;VTI:21.1%;QQQ:16.2%;AMZN:11.9% | US:73.0;EU:9.3;APAC:9.1;EM:6.4;Other:2.1 | Value:+1.0;Growth:-0.7;Quality:+0.8;Size:-0.1;Momentum:+0.5;LowVol:+0.2 | NoDerivatives;NoMargin | 6 | 35 | 3.6 | trailing 10% | 140 | 12.8 | Bear | 27.1 | 4.41 | 1.8 | 192 | -104 | 13 | 53 | false | Rebalance | Shift +1% to bonds from equity | 10 | -28 | BrokerC | VWAP | 89 | null | null | Normal monitoring | 25 | 20 | 41 | 4 | false | Tax-aware sells next window |
P7043 | Hands-off | Taxable | USD | 2025-01-08 | 514,448 | 36,998 | 477,450 | 1 | 57.4 | 20.1 | 14.3 | 8.2 | VNQ:28.1%;AAPL:28.1%;IEF:15.6%;AMZN:28.1% | US:62.7;EU:13.0;APAC:12.5;EM:9.0;Other:2.8 | Value:+0.6;Growth:-0.4;Quality:+0.1;Size:-0.7;Momentum:+0.6;LowVol:+0.5 | MaxPos6% | 5 | 25 | 3.1 | trailing 8% | 111 | 19.3 | Bull | 12.6 | 3.6 | 2.1 | 72 | 84 | 78 | 31 | false | Hedge | Add TLT +1% as duration hedge | 10 | -22 | BrokerA | LMT | 98 | null | null | Normal monitoring | 99 | -16 | 188 | 4 | false | Monitor dispersion and breadth |
P7044 | Cautious | Roth | USD | 2024-10-09 | 603,286 | 64,005 | 539,281 | 1 | 50.1 | 35 | 3 | 11.9 | MSFT:33.3%;TLT:33.3%;XLF:33.3% | US:61.8;EU:15.7;APAC:12.1;EM:7.2;Other:3.2 | Value:+0.2;Growth:+0.7;Quality:-0.2;Size:-0.6;Momentum:-0.5;LowVol:+0.7 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 3.7 | trailing 8% | 170 | 19.4 | Bull | 11.8 | 3.66 | 2.5 | 110 | 80 | 100 | 42 | false | Rebalance | Shift +1% to bonds from equity | 23 | 0 | BrokerD | MKT | 94 | null | null | Normal monitoring | 110 | -46 | 79 | 5 | false | Increase defensive factor exposure |
P7045 | Hands-off | IRA | USD | 2024-11-16 | 458,617 | 33,854 | 424,763 | 1 | 60.6 | 30 | 1 | 8.4 | VOO:33.5%;TLT:33.5%;AMZN:33.0% | US:65.3;EU:14.9;APAC:8.0;EM:8.0;Other:3.9 | Value:+0.6;Growth:+0.4;Quality:-0.1;Size:-0.7;Momentum:-0.1;LowVol:-0.6 | ESGOnly | 7 | 25 | 5.8 | hard 10% | 118 | 13.2 | Volatile | 24.9 | 4.04 | 3.3 | 121 | -55 | 24 | 69 | false | Sell | Trim extended winner -1% | 25 | -6 | BrokerC | MKT | 92 | null | null | Normal monitoring | 16 | -24 | 77 | 5 | false | Tax-aware sells next window |
P7046 | Active | 401k | USD | 2025-06-23 | 935,491 | 64,831 | 870,660 | 1 | 51.9 | 25.2 | 17 | 5.9 | HYG:18.9%;VTI:22.8%;MSFT:22.3%;IEF:22.8%;BRK.B:13.1% | US:65.7;EU:15.8;APAC:12.1;EM:6.1;Other:0.3 | Value:+0.4;Growth:-0.3;Quality:+0.2;Size:+0.3;Momentum:+1.0;LowVol:-0.5 | null | 10 | 35 | 4.6 | trailing 8% | 166 | 21.5 | Bull | 14.3 | 4.55 | 3.3 | 81 | 22 | 76 | 32 | false | NoAction | Within bands; monitor | -7 | -17 | BrokerC | MKT | 0 | null | null | Normal monitoring | 114 | 19 | 173 | 3 | false | Increase defensive factor exposure |
P7047 | Opportunistic | Taxable | USD | 2024-10-01 | 1,116,580 | 83,901 | 1,032,679 | 1.24 | 74.7 | 20.4 | 0 | 4.9 | TSLA:25.5%;VNQ:10.8%;MUB:12.8%;HYG:25.5%;VOO:25.5% | US:63.6;EU:15.6;APAC:9.7;EM:7.0;Other:4.1 | Value:+0.8;Growth:-0.6;Quality:-0.3;Size:-0.0;Momentum:-0.3;LowVol:-0.1 | null | 7 | 30 | 4.6 | trailing 7% | 261 | 24.6 | Volatile | 22.8 | 3.64 | 4 | 119 | 42 | 66 | 71 | true | Rebalance | Rebalance back to target bands | -10 | 12 | BrokerA | MKT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 6 | -9 | 1 | 3 | false | Within IPS guidelines |
P7048 | Systematic | Roth | USD | 2025-08-04 | 688,301 | 56,721 | 631,580 | 1 | 61.2 | 33.7 | 0 | 5 | QQQ:17.7%;BRK.B:20.7%;VOO:13.7%;AAPL:6.6%;HYG:20.6%;MUB:20.7% | US:65.2;EU:17.0;APAC:12.2;EM:2.6;Other:2.9 | Value:-0.6;Growth:-0.2;Quality:-0.8;Size:-0.6;Momentum:-0.3;LowVol:-0.2 | MaxPos8%;NoDerivatives | 6 | 25 | 5.7 | trailing 8% | 185 | 19.2 | Volatile | 26.2 | 3.63 | 2.1 | 136 | 61 | 88 | 73 | true | Rebalance | Rebalance back to target bands | 10 | 5 | BrokerA | LMT | 95 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 62 | -17 | 159 | 4 | false | Tax-aware sells next window |
P7049 | Hands-off | Roth | USD | 2024-08-05 | 303,810 | 12,875 | 290,935 | 1 | 73.9 | 17.1 | 1.7 | 7.3 | AAPL:17.8%;IEF:16.5%;HYG:11.7%;VNQ:22.2%;BRK.B:9.6%;VOO:22.2% | US:71.5;EU:7.1;APAC:10.9;EM:9.7;Other:0.8 | Value:-0.0;Growth:-0.6;Quality:-0.6;Size:-0.9;Momentum:-0.6;LowVol:-0.0 | null | 10 | 30 | 4.8 | trailing 8% | 94 | 15.6 | Volatile | 23.6 | 5.34 | 2.5 | 155 | 63 | 70 | 67 | false | NoAction | Within bands; monitor | 12 | -23 | BrokerC | LMT | 86 | null | null | Normal monitoring | 9 | -45 | 125 | 5 | false | Increase defensive factor exposure |
P7050 | Active | IRA | USD | 2025-02-22 | 1,566,117 | 117,086 | 1,449,031 | 1 | 56.6 | 20.5 | 15.6 | 7.2 | XLF:25.0%;BRK.B:25.0%;VTI:25.0%;AAPL:25.0% | US:59.7;EU:17.8;APAC:14.2;EM:6.2;Other:2.0 | Value:-0.6;Growth:+0.3;Quality:-0.9;Size:-0.9;Momentum:+0.2;LowVol:+0.2 | MaxPos6% | 6 | 35 | 4.5 | hard 12% | 154 | 21.2 | Sideways | 17.2 | 3.89 | 2.1 | 104 | 54 | 80 | 52 | false | Rebalance | Shift +1% to bonds from equity | 25 | -31 | BrokerB | VWAP | 91 | null | null | Normal monitoring | 3 | -40 | 131 | 3 | false | Increase defensive factor exposure |
P7051 | Systematic | Trust | USD | 2025-07-26 | 787,825 | 33,825 | 754,000 | 1 | 68.2 | 23.2 | 1.8 | 6.8 | VNQ:33.3%;AAPL:33.3%;TSLA:33.3% | US:68.2;EU:16.1;APAC:9.2;EM:3.0;Other:3.6 | Value:-0.4;Growth:-0.1;Quality:+0.1;Size:+0.3;Momentum:+0.8;LowVol:-0.0 | MaxPos5% | 5 | 35 | 5 | trailing 9% | 221 | 26.6 | Bull | 12.1 | 3.77 | 3.2 | 91 | 0 | 47 | 55 | false | Buy | Add to core equity +1% | 10 | -3 | BrokerA | LMT | 87 | null | null | Normal monitoring | 82 | 9 | 219 | 3 | false | Tighten stops on momentum names |
P7052 | Cautious | Roth | USD | 2025-01-01 | 425,807 | 41,681 | 384,126 | 1 | 47.5 | 34.4 | 5.1 | 13 | BND:33.3%;BRK.B:33.3%;HYG:33.3% | US:66.9;EU:11.4;APAC:10.6;EM:10.6;Other:0.5 | Value:+0.9;Growth:-0.2;Quality:-0.2;Size:-0.1;Momentum:+0.4;LowVol:+0.9 | NoDerivatives;NoMargin | 8 | 35 | 5.9 | trailing 8% | 148 | 16.6 | Bear | 33.5 | 3.41 | 1.2 | 180 | 36 | 79 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | -8 | BrokerA | MKT | 92 | VAR>budget | Hedge | Risk above budget threshold | 43 | -26 | 169 | 2 | false | Monitor dispersion and breadth |
P7053 | Active | 401k | USD | 2025-10-06 | 2,141,027 | 225,839 | 1,915,188 | 1 | 53.9 | 19.8 | 20.7 | 5.7 | BRK.B:21.7%;MSFT:15.6%;XLF:21.7%;AAPL:21.7%;VNQ:9.8%;MUB:9.3% | US:69.7;EU:10.8;APAC:5.8;EM:10.1;Other:3.6 | Value:+0.9;Growth:+0.1;Quality:+0.8;Size:-0.6;Momentum:-0.2;LowVol:-0.7 | NoDerivatives | 7 | 35 | 5.9 | hard 12% | 160 | 27.7 | Bull | 15.2 | 4.62 | 3.1 | 99 | 2 | 53 | 51 | false | NoAction | Within bands; monitor | 31 | -26 | BrokerA | VWAP | 93 | null | null | Normal monitoring | -49 | -60 | 85 | 3 | false | Within IPS guidelines |
P7054 | Active | IRA | USD | 2025-08-17 | 1,504,835 | 148,576 | 1,356,259 | 1 | 56.7 | 23.3 | 12.1 | 7.9 | IEF:13.5%;MSFT:21.5%;AAPL:13.4%;AMZN:13.6%;VOO:16.6%;TSLA:21.5% | US:64.1;EU:18.5;APAC:9.3;EM:7.9;Other:0.2 | Value:+0.7;Growth:+0.5;Quality:-0.4;Size:0.0;Momentum:-0.4;LowVol:-0.9 | null | 10 | 35 | 5.6 | hard 12% | 155 | 26.2 | Bull | 15.1 | 4.95 | 2.4 | 117 | 56 | 67 | 54 | false | Sell | Trim extended winner -1% | 20 | 8 | BrokerA | LMT | 97 | null | null | Normal monitoring | 10 | -55 | 13 | 4 | false | Monitor dispersion and breadth |
P7055 | Cautious | Trust | USD | 2025-07-08 | 307,355 | 27,861 | 279,494 | 1 | 40.8 | 32 | 12.5 | 14.7 | TLT:14.5%;TSLA:20.2%;XLF:23.4%;BRK.B:23.4%;VTI:18.5% | US:76.6;EU:8.0;APAC:7.1;EM:6.7;Other:1.6 | Value:-0.8;Growth:+0.3;Quality:+0.5;Size:-0.1;Momentum:+0.7;LowVol:+0.8 | ESGOnly;NoMargin | 6 | 30 | 4.5 | trailing 8% | 140 | 17.2 | Bull | 15.5 | 4.36 | 3.3 | 88 | 101 | 94 | 37 | false | Buy | Add to core equity +1% | 33 | 7 | BrokerA | VWAP | 90 | null | null | Normal monitoring | 37 | -1 | 161 | 5 | false | Tighten stops on momentum names |
P7056 | Systematic | Trust | USD | 2024-10-29 | 885,738 | 76,970 | 808,768 | 1 | 62.3 | 24.8 | 3 | 9.8 | BRK.B:37.7%;GLD:24.6%;BND:37.7% | US:73.5;EU:8.5;APAC:10.7;EM:4.7;Other:2.6 | Value:+0.3;Growth:+0.1;Quality:-0.8;Size:+1.0;Momentum:+0.2;LowVol:+0.2 | MaxPos8%;NoDerivatives | 5 | 30 | 4.3 | hard 12% | 130 | 27.4 | Bear | 22.9 | 4.32 | 1.7 | 166 | -20 | 32 | 53 | false | Sell | Trim extended winner -1% | 35 | -13 | BrokerA | MKT | 85 | null | null | Normal monitoring | 84 | -15 | 130 | 3 | false | Tax-aware sells next window |
P7057 | Cautious | IRA | USD | 2024-12-21 | 739,233 | 86,725 | 652,508 | 1 | 35.6 | 42.2 | 5.1 | 17.1 | HYG:24.3%;BND:25.2%;BRK.B:25.2%;VOO:25.2% | US:72.9;EU:6.1;APAC:10.7;EM:7.7;Other:2.6 | Value:0.0;Growth:+0.9;Quality:+0.1;Size:+0.9;Momentum:+0.4;LowVol:+0.4 | MaxPos6%;NoMargin | 5 | 30 | 4.4 | trailing 8% | 146 | 17.6 | Volatile | 25.8 | 4.13 | 2.7 | 124 | -18 | 46 | 43 | false | Rebalance | Shift +1% to bonds from equity | 11 | 0 | BrokerC | LMT | 86 | null | null | Normal monitoring | -28 | -32 | -14 | 3 | false | Tighten stops on momentum names |
P7058 | Opportunistic | 401k | USD | 2025-06-20 | 1,216,223 | 70,325 | 1,145,898 | 1 | 60.4 | 16.7 | 14 | 8.9 | TLT:30.8%;GLD:30.8%;BRK.B:17.7%;XLF:20.7% | US:65.1;EU:11.9;APAC:9.6;EM:10.5;Other:2.9 | Value:+0.9;Growth:-0.4;Quality:+0.4;Size:+0.5;Momentum:-0.2;LowVol:-0.2 | null | 6 | 35 | 4.2 | trailing 9% | 230 | 28.6 | Sideways | 20.4 | 4.38 | 3.2 | 117 | 23 | 53 | 49 | false | Buy | Add to core equity +1% | -5 | -36 | BrokerB | LMT | 88 | null | null | Normal monitoring | 119 | -19 | 99 | 3 | false | Increase defensive factor exposure |
P7059 | Cautious | Taxable | USD | 2024-11-29 | 858,746 | 114,898 | 743,848 | 1 | 50.1 | 35.4 | 0 | 14.5 | HYG:35.6%;TSLA:28.8%;MSFT:35.6% | US:70.2;EU:13.9;APAC:5.6;EM:5.8;Other:4.4 | Value:+0.4;Growth:-0.6;Quality:-0.2;Size:+0.2;Momentum:-0.8;LowVol:-0.4 | ESGOnly;NoMargin | 6 | 30 | 3.7 | trailing 8% | 97 | 14.7 | Sideways | 20.4 | 3.61 | 2.3 | 118 | 25 | 70 | 59 | false | Rebalance | Shift +1% to bonds from equity | 15 | 5 | BrokerA | VWAP | 85 | null | null | Normal monitoring | 120 | 10 | 195 | 4 | false | Tighten stops on momentum names |
P7060 | Opportunistic | Trust | USD | 2025-11-21 | 898,730 | 68,118 | 830,612 | 1 | 64 | 21.1 | 8.4 | 6.5 | VTI:33.3%;QQQ:33.3%;AAPL:33.3% | US:63.6;EU:13.9;APAC:10.9;EM:8.3;Other:3.4 | Value:+0.5;Growth:+0.4;Quality:+0.8;Size:+0.4;Momentum:-0.5;LowVol:-0.9 | MaxPos8%;NoDerivatives | 7 | 30 | 6.7 | hard 12% | 223 | 29.1 | Bull | 11.2 | 4.08 | 2.1 | 87 | 40 | 74 | 39 | false | Sell | Trim extended winner -1% | 5 | -4 | BrokerD | MKT | 100 | null | null | Normal monitoring | -30 | -43 | 19 | 5 | false | Within IPS guidelines |
P7061 | Hands-off | Roth | USD | 2024-10-09 | 613,663 | 35,198 | 578,465 | 1 | 66.4 | 24.8 | 3 | 5.8 | VNQ:23.2%;VOO:13.4%;BND:17.0%;XLF:23.2%;MUB:23.2% | US:56.2;EU:18.9;APAC:13.3;EM:7.6;Other:4.1 | Value:-0.3;Growth:-0.8;Quality:-0.9;Size:+0.3;Momentum:+0.5;LowVol:+0.1 | null | 10 | 25 | 4 | trailing 8% | 111 | 18.7 | Bear | 34.8 | 3.95 | 1.9 | 199 | -33 | 41 | 95 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | -38 | BrokerC | MKT | 93 | VAR>budget | TightenStops | Risk above budget threshold | 112 | -55 | 192 | 5 | false | Increase defensive factor exposure |
P7062 | Hands-off | Trust | USD | 2024-10-21 | 456,734 | 40,756 | 415,978 | 1 | 68.4 | 24.7 | 0.9 | 6 | QQQ:25.5%;MSFT:25.5%;AMZN:25.5%;GLD:23.5% | US:64.7;EU:15.0;APAC:12.7;EM:6.8;Other:0.8 | Value:+0.9;Growth:-0.7;Quality:-0.6;Size:+0.3;Momentum:-0.8;LowVol:+0.1 | MaxPos5% | 10 | 35 | 5 | hard 10% | 156 | 15.5 | Volatile | 28.4 | 4.69 | 3.2 | 174 | -36 | 21 | 74 | true | Rebalance | Rebalance back to target bands | 8 | 13 | BrokerD | LMT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 119 | -58 | 171 | 2 | false | Within IPS guidelines |
P7063 | Cautious | Taxable | USD | 2025-10-06 | 262,959 | 35,435 | 227,524 | 1 | 35.5 | 38.6 | 13.7 | 12.2 | VOO:21.1%;AAPL:21.1%;MUB:21.1%;IEF:11.5%;VTI:15.6%;TLT:9.7% | US:64.7;EU:21.8;APAC:7.5;EM:4.4;Other:1.6 | Value:-0.0;Growth:+0.3;Quality:+0.7;Size:-0.9;Momentum:-0.7;LowVol:+0.6 | ESGOnly;MaxPos5%;NoMargin | 5 | 30 | 4.7 | hard 10% | 112 | 19.1 | Bull | 17.6 | 4.51 | 2.9 | 81 | 74 | 85 | 28 | false | Rebalance | Shift +1% to bonds from equity | 28 | 2 | BrokerC | MKT | 92 | null | null | Normal monitoring | -33 | -50 | 27 | 3 | false | Within IPS guidelines |
P7064 | Systematic | Roth | USD | 2025-11-14 | 1,412,986 | 129,694 | 1,283,292 | 1 | 58.9 | 25.5 | 6.8 | 8.9 | TLT:16.4%;VTI:11.9%;HYG:13.1%;AAPL:18.3%;BRK.B:20.2%;VNQ:20.2% | US:62.2;EU:15.9;APAC:12.8;EM:4.7;Other:4.4 | Value:+0.7;Growth:-0.5;Quality:+0.2;Size:-0.5;Momentum:0.0;LowVol:-0.4 | null | 8 | 25 | 4.5 | trailing 8% | 127 | 26.6 | Bear | 26.2 | 3.02 | 2.2 | 198 | 27 | 67 | 76 | true | Hedge | Buy index puts 1% notional | -11 | -38 | BrokerA | LMT | 86 | VAR>budget | Hedge | Risk above budget threshold | 42 | -50 | 181 | 2 | false | Tighten stops on momentum names |
P7065 | Active | Trust | USD | 2025-07-14 | 1,684,754 | 122,407 | 1,562,347 | 1.06 | 62.9 | 21.9 | 8.2 | 7 | IEF:11.7%;QQQ:25.5%;BRK.B:25.5%;MSFT:13.0%;VOO:24.4% | US:70.6;EU:6.9;APAC:9.8;EM:9.0;Other:3.7 | Value:-0.6;Growth:-0.6;Quality:-0.1;Size:-0.9;Momentum:-0.7;LowVol:+0.6 | MaxPos7% | 8 | 25 | 4.8 | trailing 8% | 185 | 26.8 | Sideways | 17.3 | 4.93 | 2.7 | 101 | -7 | 31 | 62 | false | Rebalance | Shift +1% to bonds from equity | 23 | -16 | BrokerA | MKT | 95 | null | null | Normal monitoring | 37 | -45 | 104 | 4 | false | Monitor dispersion and breadth |
P7066 | Hands-off | Roth | USD | 2025-03-06 | 229,132 | 14,058 | 215,074 | 1 | 58.4 | 25.8 | 7.8 | 7.9 | VOO:20.0%;IEF:16.5%;MSFT:18.5%;GLD:11.2%;TSLA:15.8%;BND:17.9% | US:58.8;EU:15.3;APAC:10.4;EM:10.0;Other:5.5 | Value:-0.1;Growth:+0.9;Quality:-0.5;Size:-0.6;Momentum:+1.0;LowVol:+0.1 | ESGOnly;MaxPos7% | 10 | 25 | 5.9 | trailing 8% | 120 | 15.7 | Sideways | 19.2 | 4.38 | 2.4 | 97 | -8 | 48 | 57 | false | Sell | Trim extended winner -1% | 34 | -39 | BrokerA | LMT | 99 | null | null | Normal monitoring | 112 | -36 | 131 | 3 | false | Tax-aware sells next window |
P7067 | Systematic | IRA | USD | 2025-08-11 | 1,349,857 | 90,409 | 1,259,448 | 1 | 56 | 33.6 | 4.4 | 6 | TLT:22.4%;GLD:8.7%;MUB:18.9%;MSFT:8.2%;VNQ:22.4%;XLF:19.5% | US:72.3;EU:8.3;APAC:6.7;EM:6.9;Other:5.8 | Value:-0.8;Growth:+0.3;Quality:+0.1;Size:-0.6;Momentum:-0.2;LowVol:-0.8 | null | 6 | 25 | 4.7 | hard 12% | 131 | 27.5 | Volatile | 23.7 | 3.95 | 3.6 | 143 | -54 | 16 | 66 | false | Rebalance | Shift +1% to bonds from equity | 25 | 14 | BrokerD | LMT | 93 | null | null | Normal monitoring | -21 | 19 | -60 | 3 | false | Tax-aware sells next window |
P7068 | Opportunistic | Taxable | USD | 2024-07-14 | 1,048,670 | 60,053 | 988,617 | 1 | 75.9 | 13.5 | 3.6 | 6.9 | TLT:22.4%;HYG:13.2%;BND:9.2%;TSLA:22.4%;AMZN:16.7%;GLD:16.0% | US:66.8;EU:12.5;APAC:12.8;EM:7.7;Other:0.3 | Value:+0.7;Growth:-0.4;Quality:+0.5;Size:-0.7;Momentum:+0.5;LowVol:+0.1 | NoDerivatives | 8 | 25 | 5.3 | trailing 9% | 259 | 22.1 | Bull | 17.4 | 3.56 | 2.1 | 79 | 101 | 100 | 66 | false | Buy | Add to core equity +1% | -9 | 10 | BrokerD | MKT | 90 | null | null | Normal monitoring | 90 | 1 | 50 | 4 | false | Tax-aware sells next window |
P7069 | Opportunistic | Trust | USD | 2025-05-21 | 458,477 | 37,149 | 421,328 | 1.24 | 62.3 | 19 | 12.5 | 6.2 | AMZN:23.3%;VNQ:15.5%;QQQ:16.6%;MUB:21.3%;VTI:23.3% | US:69.1;EU:6.3;APAC:11.9;EM:7.7;Other:5.2 | Value:+0.7;Growth:-0.3;Quality:+0.6;Size:-0.5;Momentum:+0.5;LowVol:-0.5 | NoDerivatives | 7 | 35 | 6.6 | trailing 7% | 168 | 27.6 | Volatile | 21.9 | 5.2 | 4 | 157 | -6 | 35 | 55 | false | Buy | Add to core equity +1% | 31 | 9 | BrokerD | MKT | 97 | null | null | Normal monitoring | 115 | -3 | 251 | 5 | false | Tighten stops on momentum names |
P7070 | Hands-off | Taxable | USD | 2024-11-28 | 488,629 | 23,366 | 465,263 | 1 | 70.2 | 20.1 | 0.7 | 9 | MUB:33.3%;TSLA:33.3%;IEF:33.3% | US:58.0;EU:12.8;APAC:13.5;EM:11.9;Other:3.8 | Value:+0.9;Growth:-0.5;Quality:-0.8;Size:-0.1;Momentum:-0.3;LowVol:+0.2 | ESGOnly;NoDerivatives | 7 | 30 | 4.4 | trailing 8% | 128 | 16.9 | Sideways | 14.3 | 4.1 | 2.7 | 117 | 57 | 74 | 60 | false | Rebalance | Shift +1% to bonds from equity | 9 | -12 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 25 | 1 | 157 | 3 | false | Tax-aware sells next window |
P7071 | Cautious | IRA | USD | 2024-07-29 | 685,689 | 57,133 | 628,556 | 1 | 40.2 | 41.2 | 5.4 | 13.2 | MSFT:33.3%;MUB:33.3%;XLF:33.3% | US:62.8;EU:18.7;APAC:8.3;EM:5.6;Other:4.6 | Value:+0.6;Growth:-0.3;Quality:-0.2;Size:-0.6;Momentum:+0.3;LowVol:+0.9 | ESGOnly;NoMargin | 7 | 30 | 5.6 | trailing 8% | 127 | 18.4 | Sideways | 19.7 | 4.94 | 3.3 | 133 | -25 | 47 | 51 | false | NoAction | Within bands; monitor | -7 | -15 | BrokerC | LMT | 85 | null | null | Normal monitoring | 35 | -31 | 21 | 4 | false | Increase defensive factor exposure |
P7072 | Hands-off | IRA | USD | 2024-07-04 | 482,273 | 47,881 | 434,392 | 1 | 57.9 | 27.4 | 8.7 | 6.1 | AAPL:33.3%;BND:33.3%;TLT:33.3% | US:71.0;EU:5.8;APAC:12.0;EM:8.9;Other:2.4 | Value:+0.6;Growth:-0.7;Quality:-1.0;Size:0.0;Momentum:+0.8;LowVol:-1.0 | ESGOnly;MaxPos5% | 10 | 30 | 6 | trailing 8% | 110 | 17.6 | Volatile | 25.8 | 5.26 | 2.1 | 153 | 36 | 76 | 60 | false | Buy | Add to core equity +1% | -9 | -18 | BrokerA | MKT | 100 | null | null | Normal monitoring | -50 | -35 | -73 | 4 | false | Tighten stops on momentum names |
P7073 | Active | IRA | USD | 2025-06-08 | 2,247,025 | 165,937 | 2,081,088 | 1 | 57.9 | 29.6 | 4.7 | 7.8 | GLD:8.0%;HYG:13.9%;MUB:14.1%;AAPL:22.8%;MSFT:22.8%;VOO:18.4% | US:72.8;EU:8.4;APAC:6.0;EM:8.8;Other:4.1 | Value:0.0;Growth:-0.7;Quality:+0.4;Size:-0.4;Momentum:-0.2;LowVol:+0.3 | null | 10 | 35 | 5.1 | trailing 9% | 228 | 25.1 | Bear | 32.8 | 3.55 | 1.4 | 196 | 34 | 61 | 87 | true | Hedge | Buy index puts 1% notional | 2 | -36 | BrokerA | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 91 | -29 | 200 | 3 | false | Tax-aware sells next window |
P7074 | Opportunistic | 401k | USD | 2025-06-13 | 916,578 | 28,096 | 888,482 | 1.05 | 69.5 | 13.8 | 11.7 | 5 | TLT:22.3%;MUB:22.3%;MSFT:22.3%;TSLA:22.3%;BRK.B:10.7% | US:63.2;EU:13.5;APAC:12.9;EM:8.0;Other:2.4 | Value:-0.1;Growth:+0.1;Quality:-0.4;Size:+0.4;Momentum:+0.4;LowVol:-0.6 | NoDerivatives | 10 | 25 | 5.8 | hard 12% | 170 | 23.5 | Bull | 11.2 | 4.18 | 2.4 | 73 | 10 | 48 | 52 | false | Sell | Trim extended winner -1% | -14 | -20 | BrokerA | LMT | 93 | null | null | Normal monitoring | 63 | -31 | 128 | 3 | false | Tighten stops on momentum names |
P7075 | Systematic | Roth | USD | 2024-11-10 | 991,749 | 56,788 | 934,961 | 1 | 69.5 | 21.5 | 3.6 | 5.4 | MSFT:27.6%;TSLA:27.6%;XLF:17.3%;TLT:27.6% | US:60.9;EU:18.9;APAC:6.0;EM:10.3;Other:3.8 | Value:+0.4;Growth:-0.8;Quality:-0.6;Size:+0.8;Momentum:0.0;LowVol:+0.2 | MaxPos6% | 5 | 25 | 4.8 | trailing 8% | 214 | 18.3 | Bull | 17 | 4.38 | 3.1 | 120 | 18 | 64 | 46 | true | Hedge | Buy index puts 1% notional | 33 | 5 | BrokerB | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -36 | -16 | 53 | 5 | false | Increase defensive factor exposure |
P7076 | Cautious | IRA | USD | 2024-10-06 | 395,630 | 62,602 | 333,028 | 1 | 39.3 | 45 | 3.4 | 12.3 | MSFT:17.5%;AMZN:20.0%;XLF:16.2%;TSLA:18.1%;AAPL:10.6%;TLT:17.7% | US:67.0;EU:16.7;APAC:7.4;EM:7.6;Other:1.2 | Value:+0.6;Growth:-0.7;Quality:+0.9;Size:-0.4;Momentum:+0.4;LowVol:-0.9 | ESGOnly;NoMargin | 6 | 30 | 4.7 | trailing 10% | 132 | 14 | Volatile | 21.2 | 3.85 | 4 | 131 | -9 | 56 | 45 | false | Sell | Trim extended winner -1% | -4 | 4 | BrokerB | LMT | 92 | null | null | Normal monitoring | 107 | 0 | 139 | 3 | false | Within IPS guidelines |
P7077 | Hands-off | Roth | USD | 2024-08-14 | 498,104 | 45,483 | 452,621 | 1 | 56.5 | 23 | 10.7 | 9.9 | VNQ:22.3%;AAPL:22.3%;VTI:20.6%;VOO:22.3%;TLT:12.5% | US:61.1;EU:11.7;APAC:12.3;EM:10.8;Other:4.2 | Value:-0.4;Growth:-0.0;Quality:-0.9;Size:-0.9;Momentum:+0.6;LowVol:-0.6 | ESGOnly | 10 | 25 | 3.2 | trailing 8% | 170 | 16.5 | Bear | 30 | 3.77 | 2.3 | 199 | 16 | 62 | 79 | true | Rebalance | Rebalance back to target bands | 22 | -34 | BrokerB | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -3 | -17 | 43 | 5 | false | Increase defensive factor exposure |
P7078 | Systematic | IRA | USD | 2024-11-05 | 429,512 | 25,432 | 404,080 | 1 | 65.4 | 26.8 | 0 | 7.8 | BRK.B:21.5%;QQQ:21.1%;AAPL:14.3%;VNQ:21.5%;BND:21.5% | US:68.0;EU:17.7;APAC:9.1;EM:4.9;Other:0.4 | Value:0.0;Growth:-0.5;Quality:+0.6;Size:+0.7;Momentum:+0.2;LowVol:-0.3 | MaxPos6% | 8 | 35 | 4.2 | hard 12% | 171 | 25.5 | Bear | 22.4 | 3.52 | 1.8 | 179 | 20 | 45 | 66 | true | Hedge | Buy index puts 1% notional | 27 | -2 | BrokerD | LMT | 90 | RegimeShift | Pause | Volatility spike and breadth deterioration | -27 | -4 | -45 | 4 | false | Monitor dispersion and breadth |
P7079 | Active | Taxable | USD | 2025-05-28 | 830,743 | 99,599 | 731,144 | 1 | 63.3 | 27.5 | 2.3 | 6.8 | MSFT:8.4%;TSLA:13.1%;VNQ:20.8%;BND:18.4%;VTI:20.8%;MUB:18.5% | US:54.1;EU:18.8;APAC:12.4;EM:11.0;Other:3.7 | Value:-0.3;Growth:-0.6;Quality:-0.6;Size:-0.3;Momentum:-0.2;LowVol:+0.7 | MaxPos8% | 6 | 35 | 4.6 | hard 12% | 154 | 26.1 | Volatile | 30.3 | 4.67 | 2.4 | 152 | 21 | 46 | 75 | true | Hedge | Buy index puts 1% notional | 30 | -14 | BrokerD | LMT | 85 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -10 | -25 | -5 | 4 | false | Within IPS guidelines |
P7080 | Active | Taxable | USD | 2024-11-23 | 2,170,755 | 141,207 | 2,029,548 | 1 | 51.2 | 25.6 | 16.3 | 6.9 | VOO:14.0%;BRK.B:22.7%;GLD:11.6%;XLF:17.0%;VTI:12.0%;QQQ:22.7% | US:78.4;EU:7.6;APAC:7.3;EM:4.6;Other:2.1 | Value:+0.3;Growth:0.0;Quality:+0.6;Size:+0.4;Momentum:-0.3;LowVol:-0.4 | MaxPos5%;NoDerivatives | 7 | 25 | 5.9 | trailing 8% | 219 | 21.5 | Volatile | 26.1 | 3.58 | 3.9 | 115 | 25 | 65 | 68 | false | Sell | Trim extended winner -1% | 34 | -35 | BrokerD | MKT | 88 | null | null | Normal monitoring | -20 | -29 | -14 | 4 | false | Monitor dispersion and breadth |
P7081 | Opportunistic | Taxable | USD | 2025-04-21 | 1,520,374 | 68,970 | 1,451,404 | 1.08 | 68.7 | 11.4 | 14.4 | 5.5 | IEF:33.3%;XLF:33.3%;VTI:33.3% | US:57.4;EU:18.2;APAC:16.8;EM:5.8;Other:1.9 | Value:-0.1;Growth:+0.3;Quality:-0.5;Size:0.0;Momentum:+0.9;LowVol:-0.9 | null | 10 | 25 | 4.9 | trailing 7% | 276 | 25.3 | Bull | 18 | 4.7 | 2.9 | 90 | 109 | 95 | 59 | false | Buy | Add to core equity +1% | 26 | -25 | BrokerC | MKT | 99 | null | null | Normal monitoring | 5 | -1 | -13 | 3 | false | Monitor dispersion and breadth |
P7082 | Hands-off | Trust | USD | 2025-10-08 | 241,545 | 18,800 | 222,745 | 1 | 67.5 | 23.6 | 3.1 | 5.7 | TLT:23.7%;TSLA:21.7%;AMZN:23.7%;VNQ:20.4%;HYG:10.4% | US:68.2;EU:5.1;APAC:11.3;EM:10.6;Other:4.8 | Value:-0.6;Growth:+0.9;Quality:+0.7;Size:+0.3;Momentum:+0.9;LowVol:+0.2 | ESGOnly | 5 | 25 | 3.4 | trailing 8% | 144 | 15.5 | Volatile | 23.2 | 4.06 | 2.2 | 145 | -52 | 26 | 56 | false | Buy | Add to core equity +1% | -8 | -25 | BrokerA | LMT | 89 | null | null | Normal monitoring | 57 | -33 | 125 | 5 | false | Tax-aware sells next window |
P7083 | Cautious | Trust | USD | 2025-10-13 | 417,499 | 33,784 | 383,715 | 1 | 47.6 | 38 | 0 | 14.4 | AMZN:33.3%;QQQ:33.3%;VTI:33.3% | US:62.2;EU:10.5;APAC:9.9;EM:11.8;Other:5.6 | Value:-0.8;Growth:-0.4;Quality:+0.2;Size:-0.8;Momentum:-0.1;LowVol:-0.9 | ESGOnly;MaxPos6%;NoMargin | 10 | 35 | 5.7 | trailing 8% | 132 | 14.7 | Bull | 16.4 | 3.54 | 2.7 | 117 | 94 | 100 | 47 | false | Hedge | Add TLT +1% as duration hedge | 20 | -38 | BrokerC | LMT | 86 | null | null | Normal monitoring | -37 | -41 | -19 | 4 | false | Increase defensive factor exposure |
P7084 | Cautious | IRA | USD | 2025-07-17 | 494,004 | 61,812 | 432,192 | 1 | 43.5 | 35.5 | 8.2 | 12.7 | TSLA:24.1%;TLT:15.0%;QQQ:12.7%;AAPL:24.1%;GLD:24.1% | US:65.8;EU:12.2;APAC:11.5;EM:8.4;Other:2.1 | Value:+0.3;Growth:-0.3;Quality:-0.6;Size:+0.9;Momentum:+0.6;LowVol:+0.3 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 8 | 30 | 5.4 | trailing 8% | 169 | 15.9 | Bull | 15.4 | 4.86 | 2.3 | 75 | 3 | 50 | 44 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -14 | BrokerC | LMT | 95 | VAR>budget | Hedge | Risk above budget threshold | 8 | 4 | 118 | 5 | false | Tax-aware sells next window |
P7085 | Opportunistic | IRA | USD | 2024-10-15 | 971,257 | 35,437 | 935,820 | 1 | 62.5 | 15 | 14.9 | 7.7 | GLD:33.5%;QQQ:33.5%;BRK.B:33.0% | US:79.6;EU:8.2;APAC:7.1;EM:4.6;Other:0.5 | Value:+0.5;Growth:-0.4;Quality:+0.3;Size:-0.4;Momentum:+0.8;LowVol:+1.0 | NoDerivatives | 7 | 35 | 5.8 | hard 12% | 271 | 27.4 | Volatile | 24.4 | 4.55 | 3.8 | 158 | 3 | 48 | 57 | false | Sell | Trim extended winner -1% | 20 | -20 | BrokerA | VWAP | 93 | null | null | Normal monitoring | 50 | 9 | 67 | 4 | false | Within IPS guidelines |
P7086 | Active | Roth | USD | 2024-08-12 | 2,110,910 | 135,358 | 1,975,552 | 1 | 56.3 | 30.5 | 4.3 | 8.9 | IEF:34.9%;HYG:34.9%;QQQ:30.2% | US:65.8;EU:15.8;APAC:5.7;EM:9.2;Other:3.5 | Value:+0.1;Growth:-0.6;Quality:-0.8;Size:-0.6;Momentum:+0.8;LowVol:-0.2 | NoDerivatives | 6 | 25 | 5.5 | trailing 9% | 128 | 22.9 | Sideways | 18.2 | 3.88 | 2.9 | 123 | -14 | 36 | 51 | false | Sell | Trim extended winner -1% | 17 | -3 | BrokerD | MKT | 94 | null | null | Normal monitoring | -10 | -13 | 123 | 4 | false | Tighten stops on momentum names |
P7087 | Hands-off | 401k | USD | 2025-08-28 | 758,917 | 65,447 | 693,470 | 1 | 70.8 | 23.4 | 0 | 5.8 | VNQ:12.9%;QQQ:26.4%;AMZN:12.7%;BND:26.4%;VOO:21.7% | US:63.3;EU:15.1;APAC:14.1;EM:3.6;Other:3.9 | Value:-0.5;Growth:-0.9;Quality:+0.6;Size:-0.8;Momentum:-0.2;LowVol:0.0 | null | 5 | 30 | 3 | trailing 8% | 138 | 17.4 | Sideways | 21.5 | 3.62 | 3.2 | 125 | 34 | 77 | 58 | false | Sell | Trim extended winner -1% | 5 | 13 | BrokerA | LMT | 87 | null | null | Normal monitoring | -57 | 9 | 31 | 4 | false | Within IPS guidelines |
P7088 | Active | Taxable | USD | 2025-04-30 | 1,560,926 | 167,830 | 1,393,096 | 1.18 | 57 | 26 | 8 | 8.9 | VNQ:27.6%;XLF:27.6%;TSLA:17.1%;TLT:27.6% | US:69.4;EU:15.2;APAC:9.1;EM:3.4;Other:3.0 | Value:+0.4;Growth:-0.7;Quality:0.0;Size:-0.5;Momentum:-0.8;LowVol:-0.0 | MaxPos5%;NoDerivatives | 5 | 25 | 5.4 | trailing 9% | 135 | 21.1 | Volatile | 25.2 | 5.13 | 2.3 | 122 | -44 | 35 | 60 | false | Hedge | Add TLT +1% as duration hedge | 30 | -12 | BrokerD | LMT | 96 | null | null | Normal monitoring | 8 | -7 | 74 | 3 | false | Within IPS guidelines |
P7089 | Systematic | 401k | USD | 2024-09-03 | 1,205,452 | 91,589 | 1,113,863 | 1 | 59.8 | 30.2 | 4.1 | 5.9 | VTI:20.4%;TLT:20.1%;BND:23.6%;TSLA:23.6%;HYG:12.3% | US:62.3;EU:15.8;APAC:13.7;EM:7.8;Other:0.5 | Value:+0.7;Growth:-0.9;Quality:-0.1;Size:-1.0;Momentum:+0.5;LowVol:-0.3 | MaxPos8% | 5 | 25 | 5.8 | trailing 9% | 131 | 25.4 | Volatile | 20.7 | 4.47 | 3.3 | 130 | -9 | 45 | 60 | false | NoAction | Within bands; monitor | 26 | 1 | BrokerC | VWAP | 100 | null | null | Normal monitoring | 90 | -54 | 171 | 4 | false | Within IPS guidelines |
P7090 | Active | Trust | USD | 2025-12-12 | 907,622 | 66,731 | 840,891 | 1.24 | 57.2 | 19.6 | 14.8 | 8.4 | GLD:14.7%;MUB:22.8%;QQQ:22.8%;TSLA:16.7%;AAPL:22.8% | US:78.2;EU:8.3;APAC:8.9;EM:3.4;Other:1.3 | Value:-0.2;Growth:+0.6;Quality:+0.8;Size:-0.9;Momentum:-0.2;LowVol:+1.0 | MaxPos5% | 5 | 35 | 5.6 | trailing 9% | 149 | 21.6 | Bull | 15.9 | 3.52 | 3.5 | 109 | 77 | 73 | 48 | false | Sell | Trim extended winner -1% | 35 | -24 | BrokerB | MKT | 96 | null | null | Normal monitoring | 63 | -23 | 52 | 4 | false | Tighten stops on momentum names |
P7091 | Cautious | Roth | USD | 2024-09-01 | 664,808 | 61,566 | 603,242 | 1 | 47.3 | 41.1 | 0 | 11.5 | VTI:23.4%;MUB:13.2%;IEF:23.4%;XLF:16.5%;VOO:23.4% | US:76.7;EU:6.8;APAC:6.5;EM:8.8;Other:1.2 | Value:+0.5;Growth:+0.6;Quality:-0.4;Size:-0.1;Momentum:+0.1;LowVol:-0.4 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 7 | 25 | 5.6 | trailing 10% | 127 | 19.9 | Volatile | 23 | 4.66 | 2.9 | 163 | 77 | 89 | 47 | false | Buy | Add to core equity +1% | 5 | 1 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 22 | -13 | 57 | 3 | false | Tax-aware sells next window |
P7092 | Opportunistic | Taxable | USD | 2025-06-04 | 1,248,688 | 65,296 | 1,183,392 | 1.13 | 68.4 | 17 | 6.7 | 8 | QQQ:22.0%;IEF:22.0%;HYG:13.9%;VTI:20.2%;TLT:22.0% | US:65.5;EU:10.6;APAC:16.8;EM:6.9;Other:0.3 | Value:-0.5;Growth:+0.2;Quality:+0.2;Size:+0.5;Momentum:-0.4;LowVol:+0.5 | null | 7 | 25 | 5 | hard 12% | 236 | 24.8 | Bull | 17.9 | 4.73 | 2.8 | 112 | 2 | 42 | 54 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | -11 | BrokerC | VWAP | 99 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 23 | -36 | 32 | 5 | false | Increase defensive factor exposure |
P7093 | Cautious | Taxable | USD | 2024-10-06 | 175,200 | 15,920 | 159,280 | 1 | 50.9 | 32.4 | 0 | 16.8 | AMZN:33.6%;XLF:33.6%;MSFT:32.8% | US:59.2;EU:16.9;APAC:9.8;EM:11.2;Other:2.9 | Value:+0.4;Growth:+0.3;Quality:+0.2;Size:+0.2;Momentum:-0.5;LowVol:+0.6 | NoMargin | 10 | 25 | 3.7 | trailing 10% | 128 | 14.3 | Volatile | 23.1 | 4.87 | 4 | 170 | 79 | 93 | 49 | false | Sell | Trim extended winner -1% | 26 | -25 | BrokerB | LMT | 91 | null | null | Normal monitoring | 118 | 17 | 198 | 5 | false | Increase defensive factor exposure |
P7094 | Hands-off | 401k | USD | 2025-03-12 | 669,653 | 53,431 | 616,222 | 1 | 65.5 | 25.1 | 3.1 | 6.3 | VTI:30.2%;QQQ:34.9%;MSFT:34.9% | US:65.8;EU:6.4;APAC:14.4;EM:8.5;Other:4.8 | Value:+0.9;Growth:+0.6;Quality:-0.2;Size:+0.2;Momentum:+1.0;LowVol:-0.1 | ESGOnly | 10 | 25 | 3.9 | trailing 8% | 166 | 19.3 | Sideways | 21.5 | 4.17 | 3.1 | 117 | 38 | 67 | 62 | false | Sell | Trim extended winner -1% | 6 | -32 | BrokerD | MKT | 99 | null | null | Normal monitoring | 91 | 14 | 218 | 4 | false | Tax-aware sells next window |
P7095 | Opportunistic | Trust | USD | 2025-01-18 | 588,724 | 27,919 | 560,805 | 1 | 70.8 | 13.7 | 8 | 7.4 | TLT:19.5%;XLF:26.8%;VNQ:26.8%;AAPL:26.8% | US:71.9;EU:6.3;APAC:11.2;EM:10.0;Other:0.6 | Value:+0.1;Growth:+0.4;Quality:+1.0;Size:+0.3;Momentum:+0.5;LowVol:-0.9 | MaxPos5% | 8 | 25 | 6.3 | trailing 7% | 254 | 33.6 | Bear | 32.3 | 3.45 | 2.4 | 187 | 31 | 62 | 82 | true | Rebalance | Rebalance back to target bands | 0 | -2 | BrokerD | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -28 | -27 | -55 | 2 | false | Monitor dispersion and breadth |
P7096 | Hands-off | Taxable | USD | 2024-11-19 | 545,135 | 53,619 | 491,516 | 1 | 68.9 | 24.3 | 0 | 6.8 | AMZN:20.0%;GLD:9.4%;MUB:23.5%;MSFT:23.5%;VNQ:23.5% | US:65.7;EU:14.3;APAC:9.9;EM:9.3;Other:0.8 | Value:+0.8;Growth:+0.1;Quality:-0.4;Size:-0.7;Momentum:+0.8;LowVol:-0.5 | null | 10 | 35 | 5.3 | trailing 8% | 100 | 19.4 | Sideways | 17 | 4.46 | 2.2 | 118 | 8 | 56 | 57 | false | Sell | Trim extended winner -1% | 22 | -28 | BrokerA | VWAP | 96 | null | null | Normal monitoring | -2 | -7 | 31 | 4 | false | Tax-aware sells next window |
P7097 | Hands-off | Roth | USD | 2025-11-10 | 534,271 | 23,182 | 511,089 | 1 | 65.1 | 28.1 | 0 | 6.7 | XLF:23.6%;IEF:25.5%;TSLA:25.5%;AAPL:25.5% | US:69.4;EU:14.9;APAC:5.0;EM:10.3;Other:0.5 | Value:-0.6;Growth:0.0;Quality:-0.9;Size:-0.8;Momentum:-0.1;LowVol:-0.1 | NoDerivatives | 10 | 30 | 5.1 | trailing 8% | 126 | 17.2 | Volatile | 27.7 | 4.12 | 2.3 | 119 | -8 | 53 | 72 | true | Hedge | Buy index puts 1% notional | 22 | -18 | BrokerD | VWAP | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 69 | -40 | 36 | 5 | false | Within IPS guidelines |
P7098 | Hands-off | Roth | USD | 2024-12-28 | 225,973 | 13,104 | 212,869 | 1 | 73.9 | 17.4 | 0.8 | 7.9 | TLT:9.1%;VOO:13.8%;VNQ:23.0%;IEF:19.9%;MSFT:11.2%;BRK.B:23.0% | US:67.5;EU:8.5;APAC:14.8;EM:5.4;Other:3.8 | Value:-0.5;Growth:+0.9;Quality:-0.9;Size:+0.5;Momentum:-0.1;LowVol:+0.2 | ESGOnly;MaxPos5%;NoDerivatives | 8 | 30 | 5.2 | hard 10% | 146 | 15.2 | Bear | 27.9 | 4.16 | 2.4 | 184 | -72 | 18 | 80 | true | Rebalance | Rebalance back to target bands | -15 | 6 | BrokerC | VWAP | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 31 | -11 | 137 | 5 | false | Tighten stops on momentum names |
P7099 | Active | Trust | USD | 2025-10-18 | 898,168 | 54,927 | 843,241 | 1.14 | 50.1 | 19.1 | 21 | 9.7 | TLT:20.8%;VNQ:27.8%;XLF:27.8%;HYG:23.6% | US:61.1;EU:22.1;APAC:10.6;EM:3.7;Other:2.5 | Value:-0.4;Growth:+0.3;Quality:+0.5;Size:-0.9;Momentum:+1.0;LowVol:0.0 | NoDerivatives | 8 | 35 | 4.3 | trailing 8% | 212 | 21.7 | Volatile | 23.8 | 3.56 | 2.7 | 178 | 39 | 71 | 52 | false | Rebalance | Shift +1% to bonds from equity | 27 | -35 | BrokerA | MKT | 91 | null | null | Normal monitoring | 46 | 12 | 132 | 4 | false | Tighten stops on momentum names |
P7100 | Cautious | Trust | USD | 2025-03-03 | 391,015 | 34,300 | 356,715 | 1 | 48.6 | 37.5 | 0 | 13.9 | VNQ:33.3%;MUB:33.3%;IEF:33.3% | US:73.5;EU:7.3;APAC:9.8;EM:7.8;Other:1.6 | Value:-0.4;Growth:-0.6;Quality:+0.7;Size:+0.3;Momentum:+0.9;LowVol:-0.4 | NoDerivatives;NoMargin | 7 | 25 | 5 | trailing 8% | 131 | 14.7 | Sideways | 14.8 | 4.78 | 3.4 | 135 | 2 | 38 | 40 | false | Sell | Trim extended winner -1% | -15 | 8 | BrokerB | MKT | 90 | null | null | Normal monitoring | 23 | -15 | 41 | 5 | false | Tighten stops on momentum names |
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