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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7101 | Hands-off | 401k | USD | 2025-05-04 | 394,992 | 27,673 | 367,319 | 1 | 69 | 23.1 | 0 | 7.8 | TSLA:21.3%;AMZN:21.3%;BND:20.0%;TLT:16.1%;VOO:21.3% | US:64.6;EU:15.2;APAC:12.3;EM:5.9;Other:2.1 | Value:-0.6;Growth:-0.6;Quality:-0.9;Size:+0.5;Momentum:+0.1;LowVol:-0.9 | ESGOnly;NoDerivatives | 6 | 25 | 5.1 | trailing 10% | 167 | 12.8 | Bear | 31 | 3.06 | 1.1 | 204 | -67 | 30 | 78 | true | Hedge | Buy index puts 1% notional | -15 | -38 | BrokerD | LMT | 87 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 43 | -31 | 163 | 3 | false | Tighten stops on momentum names |
P7102 | Active | Roth | USD | 2025-03-23 | 1,367,872 | 145,392 | 1,222,480 | 1.05 | 61.8 | 29.4 | 0 | 8.8 | QQQ:18.5%;AAPL:21.0%;BRK.B:18.6%;VOO:21.0%;MUB:21.0% | US:63.7;EU:10.2;APAC:12.7;EM:11.8;Other:1.6 | Value:+0.5;Growth:0.0;Quality:+0.5;Size:-0.3;Momentum:-0.3;LowVol:+0.7 | null | 6 | 25 | 5.2 | trailing 9% | 152 | 23.4 | Sideways | 18.5 | 3.83 | 2.8 | 122 | 1 | 37 | 59 | false | Sell | Trim extended winner -1% | 31 | -11 | BrokerA | LMT | 100 | null | null | Normal monitoring | -60 | 2 | -1 | 4 | false | Increase defensive factor exposure |
P7103 | Systematic | Roth | USD | 2024-07-29 | 1,354,771 | 56,439 | 1,298,332 | 1 | 55.5 | 34.2 | 3 | 7.3 | XLF:19.3%;TLT:16.4%;VTI:21.5%;GLD:21.5%;HYG:21.5% | US:69.2;EU:14.6;APAC:7.1;EM:6.2;Other:2.9 | Value:+0.3;Growth:+0.3;Quality:+0.2;Size:+0.8;Momentum:-0.5;LowVol:-0.6 | NoDerivatives | 8 | 30 | 5.1 | trailing 8% | 217 | 19.9 | Bull | 11.1 | 3.66 | 2.4 | 85 | 11 | 65 | 41 | false | Rebalance | Shift +1% to bonds from equity | 31 | 12 | BrokerB | MKT | 90 | null | null | Normal monitoring | 23 | -31 | 30 | 5 | false | Within IPS guidelines |
P7104 | Cautious | Trust | USD | 2025-07-03 | 836,828 | 72,909 | 763,919 | 1 | 53.4 | 30.3 | 4.1 | 12.2 | AAPL:11.7%;GLD:23.7%;XLF:23.7%;QQQ:23.7%;VOO:17.3% | US:63.1;EU:14.1;APAC:10.7;EM:8.4;Other:3.8 | Value:+0.9;Growth:-0.9;Quality:+0.8;Size:+0.3;Momentum:+0.5;LowVol:-0.1 | ESGOnly;NoDerivatives;NoMargin | 6 | 30 | 3 | trailing 8% | 91 | 14.1 | Volatile | 24.2 | 3.53 | 2.5 | 160 | 31 | 61 | 65 | false | Buy | Add to core equity +1% | 21 | -9 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 10 | 18 | 59 | 5 | false | Increase defensive factor exposure |
P7105 | Opportunistic | Trust | USD | 2024-12-01 | 1,209,130 | 78,237 | 1,130,893 | 1 | 74.1 | 18.3 | 0 | 7.5 | AMZN:20.5%;VNQ:20.3%;VTI:19.8%;QQQ:18.8%;MSFT:20.5% | US:75.9;EU:6.0;APAC:6.0;EM:11.3;Other:0.7 | Value:-0.6;Growth:-0.3;Quality:+0.8;Size:-0.6;Momentum:-0.2;LowVol:-0.8 | MaxPos8% | 5 | 35 | 7 | trailing 9% | 193 | 28.3 | Bull | 16.6 | 3.72 | 3.2 | 105 | 57 | 76 | 62 | false | Buy | Add to core equity +1% | -6 | -18 | BrokerB | MKT | 98 | null | null | Normal monitoring | -50 | -60 | 5 | 5 | false | Tighten stops on momentum names |
P7106 | Hands-off | Roth | USD | 2024-11-15 | 278,707 | 25,764 | 252,943 | 1 | 70.2 | 24.4 | 0 | 5.3 | XLF:33.3%;BRK.B:33.3%;MUB:33.3% | US:72.3;EU:12.7;APAC:9.6;EM:4.4;Other:1.0 | Value:-0.9;Growth:-0.7;Quality:+0.8;Size:+0.7;Momentum:-0.7;LowVol:-0.5 | ESGOnly;NoDerivatives | 8 | 35 | 3.9 | trailing 10% | 101 | 17.4 | Volatile | 20.3 | 5.03 | 3.8 | 114 | -33 | 23 | 53 | false | Sell | Trim extended winner -1% | -6 | -32 | BrokerA | MKT | 85 | null | null | Normal monitoring | 82 | 6 | 45 | 4 | false | Monitor dispersion and breadth |
P7107 | Cautious | IRA | USD | 2024-10-17 | 654,125 | 58,498 | 595,627 | 1 | 51.6 | 30.1 | 6.1 | 12.2 | MSFT:24.9%;VOO:14.0%;TSLA:24.9%;XLF:18.9%;BRK.B:17.4% | US:70.9;EU:8.4;APAC:14.1;EM:3.8;Other:2.9 | Value:-0.9;Growth:-0.5;Quality:+0.6;Size:-0.9;Momentum:+0.1;LowVol:+0.6 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 8 | 25 | 4.7 | trailing 8% | 142 | 13.6 | Bear | 33.9 | 3.29 | 2.4 | 209 | -51 | 36 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 12 | -21 | BrokerB | MKT | 86 | VAR>budget | Hedge | Risk above budget threshold | -50 | -43 | 17 | 2 | false | Tax-aware sells next window |
P7108 | Hands-off | 401k | USD | 2025-12-03 | 598,658 | 26,380 | 572,278 | 1 | 65.6 | 19.2 | 5.7 | 9.5 | IEF:18.9%;XLF:13.6%;VOO:13.2%;GLD:12.9%;VTI:21.6%;AMZN:19.8% | US:68.2;EU:8.7;APAC:15.0;EM:5.0;Other:3.0 | Value:-0.6;Growth:+0.1;Quality:-0.5;Size:-0.8;Momentum:+0.4;LowVol:+0.9 | ESGOnly;MaxPos8% | 7 | 25 | 4.9 | trailing 10% | 104 | 15.1 | Volatile | 31.3 | 4.49 | 3.8 | 115 | 13 | 53 | 72 | true | Hedge | Buy index puts 1% notional | -5 | -31 | BrokerA | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 18 | -36 | 117 | 2 | false | Monitor dispersion and breadth |
P7109 | Hands-off | Taxable | USD | 2024-07-30 | 259,734 | 21,663 | 238,071 | 1 | 58.7 | 16.8 | 17.6 | 6.9 | VTI:25.6%;VNQ:25.6%;HYG:23.2%;BND:25.6% | US:69.6;EU:10.8;APAC:11.2;EM:6.0;Other:2.3 | Value:-0.6;Growth:+0.1;Quality:-0.5;Size:+0.3;Momentum:+0.3;LowVol:0.0 | ESGOnly;MaxPos6% | 6 | 30 | 3.5 | trailing 10% | 129 | 16.8 | Volatile | 30.3 | 5.23 | 2 | 166 | 23 | 52 | 65 | false | Sell | Trim extended winner -1% | 2 | -15 | BrokerD | LMT | 85 | null | null | Normal monitoring | 59 | -24 | 103 | 5 | false | Monitor dispersion and breadth |
P7110 | Active | Taxable | USD | 2025-09-14 | 1,039,225 | 102,057 | 937,168 | 1 | 69.7 | 20.7 | 2.6 | 7 | TLT:19.7%;BRK.B:7.0%;TSLA:16.9%;GLD:20.0%;MSFT:18.0%;VOO:18.3% | US:67.7;EU:9.7;APAC:11.9;EM:8.8;Other:2.0 | Value:+0.7;Growth:-0.7;Quality:-0.3;Size:0.0;Momentum:0.0;LowVol:-0.2 | null | 10 | 25 | 4.5 | trailing 8% | 132 | 20.4 | Sideways | 19.7 | 4.48 | 3.4 | 120 | 60 | 82 | 52 | false | Sell | Trim extended winner -1% | 8 | -25 | BrokerC | VWAP | 85 | null | null | Normal monitoring | -11 | -51 | 107 | 3 | false | Tax-aware sells next window |
P7111 | Opportunistic | 401k | USD | 2025-07-06 | 833,297 | 56,940 | 776,357 | 1 | 67.2 | 20.1 | 3.7 | 9 | VTI:12.9%;QQQ:21.2%;TSLA:9.9%;IEF:21.2%;TLT:21.2%;VNQ:13.5% | US:77.1;EU:8.8;APAC:7.6;EM:5.9;Other:0.6 | Value:+0.8;Growth:-0.9;Quality:+0.8;Size:+0.3;Momentum:+0.6;LowVol:+0.8 | MaxPos8%;NoDerivatives | 10 | 25 | 6.7 | trailing 7% | 245 | 32.9 | Bear | 33.7 | 3.96 | 1.6 | 160 | 20 | 54 | 95 | true | Rebalance | Rebalance back to target bands | -2 | -2 | BrokerA | MKT | 95 | VAR>budget | Hedge | Risk above budget threshold | 2 | -48 | 63 | 3 | false | Within IPS guidelines |
P7112 | Cautious | Roth | USD | 2025-11-26 | 714,802 | 84,838 | 629,964 | 1 | 47.8 | 36 | 0 | 16.2 | MUB:26.3%;VNQ:21.1%;QQQ:26.3%;IEF:26.3% | US:63.6;EU:16.1;APAC:6.3;EM:9.1;Other:4.9 | Value:+0.2;Growth:-0.9;Quality:-0.3;Size:-1.0;Momentum:+0.3;LowVol:-0.9 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 7 | 25 | 3.5 | trailing 10% | 134 | 16.8 | Bull | 13.6 | 4.75 | 2.8 | 78 | 27 | 56 | 34 | false | Buy | Add to core equity +1% | 11 | -2 | BrokerC | LMT | 99 | null | null | Normal monitoring | -30 | -17 | 95 | 3 | false | Monitor dispersion and breadth |
P7113 | Cautious | Taxable | USD | 2025-02-01 | 374,035 | 33,183 | 340,852 | 1 | 40.2 | 37 | 12.8 | 10 | IEF:36.6%;TSLA:26.8%;MSFT:36.6% | US:74.0;EU:13.3;APAC:5.6;EM:3.1;Other:3.9 | Value:+0.3;Growth:-0.7;Quality:-0.7;Size:-0.3;Momentum:-0.5;LowVol:+0.2 | NoMargin | 5 | 35 | 4 | trailing 10% | 105 | 14.4 | Sideways | 21.3 | 3.84 | 3 | 116 | 1 | 65 | 41 | false | Sell | Trim extended winner -1% | 4 | -17 | BrokerB | MKT | 96 | null | null | Normal monitoring | 47 | -38 | 88 | 3 | false | Within IPS guidelines |
P7114 | Opportunistic | Taxable | USD | 2025-08-13 | 773,782 | 53,587 | 720,195 | 1.21 | 75.1 | 10.4 | 6.8 | 7.7 | XLF:23.3%;MSFT:10.4%;AAPL:19.8%;TLT:23.3%;IEF:23.3% | US:74.9;EU:6.6;APAC:14.7;EM:3.7;Other:0.1 | Value:+0.8;Growth:+0.2;Quality:-0.5;Size:-0.0;Momentum:-0.5;LowVol:+0.1 | NoDerivatives | 7 | 30 | 5.3 | trailing 9% | 181 | 20 | Sideways | 19.7 | 4.86 | 2.6 | 130 | 15 | 66 | 54 | false | Buy | Add to core equity +1% | -8 | -10 | BrokerA | LMT | 95 | null | null | Normal monitoring | 6 | -13 | 78 | 3 | false | Increase defensive factor exposure |
P7115 | Hands-off | Roth | USD | 2025-06-14 | 429,108 | 18,516 | 410,592 | 1 | 65.7 | 18.6 | 8 | 7.7 | VNQ:15.2%;BRK.B:22.1%;AAPL:21.7%;BND:20.4%;XLF:20.5% | US:69.1;EU:10.2;APAC:10.5;EM:10.0;Other:0.2 | Value:-0.4;Growth:+0.4;Quality:-0.2;Size:+0.7;Momentum:-0.1;LowVol:+0.4 | ESGOnly;MaxPos8%;NoDerivatives | 7 | 30 | 5 | trailing 8% | 107 | 16.7 | Volatile | 28.2 | 5.21 | 2.1 | 118 | 44 | 85 | 74 | true | Rebalance | Rebalance back to target bands | 22 | -31 | BrokerD | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 37 | -17 | 171 | 5 | false | Monitor dispersion and breadth |
P7116 | Hands-off | Trust | USD | 2025-09-06 | 590,842 | 55,059 | 535,783 | 1 | 63.3 | 27.6 | 0 | 9.2 | HYG:23.1%;VOO:16.5%;VTI:14.1%;BRK.B:23.1%;VNQ:23.1% | US:58.6;EU:11.4;APAC:15.8;EM:11.2;Other:2.9 | Value:-0.5;Growth:-0.5;Quality:-0.1;Size:-0.1;Momentum:-0.2;LowVol:+0.7 | ESGOnly | 7 | 30 | 3 | trailing 10% | 133 | 14.8 | Bull | 16 | 4.85 | 3.1 | 104 | 120 | 100 | 57 | false | Rebalance | Shift +1% to bonds from equity | 15 | -28 | BrokerD | LMT | 87 | null | null | Normal monitoring | 113 | -27 | 102 | 5 | false | Increase defensive factor exposure |
P7117 | Active | Roth | USD | 2025-05-09 | 1,849,396 | 122,760 | 1,726,636 | 1 | 50.7 | 26.7 | 17.1 | 5.5 | IEF:25.0%;MUB:25.0%;HYG:25.0%;AMZN:25.0% | US:75.4;EU:10.8;APAC:5.8;EM:4.1;Other:3.9 | Value:-0.1;Growth:+0.8;Quality:-0.9;Size:+0.1;Momentum:+0.2;LowVol:+0.5 | MaxPos6% | 5 | 35 | 4.8 | trailing 8% | 223 | 25.6 | Bull | 17.4 | 4.66 | 2.6 | 89 | 38 | 63 | 36 | false | Sell | Trim extended winner -1% | 35 | -29 | BrokerB | LMT | 99 | null | null | Normal monitoring | -1 | -45 | -35 | 5 | false | Tax-aware sells next window |
P7118 | Cautious | Roth | USD | 2025-11-23 | 173,551 | 14,660 | 158,891 | 1 | 36.3 | 33.3 | 14.2 | 16.2 | HYG:17.5%;XLF:22.8%;TLT:11.4%;MUB:8.7%;AAPL:22.8%;IEF:16.8% | US:76.3;EU:5.5;APAC:9.0;EM:7.7;Other:1.5 | Value:-0.3;Growth:-0.0;Quality:+0.1;Size:+0.2;Momentum:-0.7;LowVol:-0.4 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 7 | 25 | 5.1 | trailing 8% | 106 | 19.5 | Bull | 12.6 | 4.48 | 2.1 | 77 | 33 | 62 | 35 | false | Buy | Add to core equity +1% | -9 | -3 | BrokerB | LMT | 98 | null | null | Normal monitoring | -21 | -6 | 73 | 5 | false | Tax-aware sells next window |
P7119 | Hands-off | Taxable | USD | 2025-04-01 | 420,801 | 27,844 | 392,957 | 1 | 66.6 | 15.9 | 10.7 | 6.8 | AMZN:33.3%;MUB:33.3%;BRK.B:33.3% | US:68.7;EU:15.3;APAC:9.1;EM:3.7;Other:3.2 | Value:+0.4;Growth:-0.6;Quality:+0.8;Size:+0.4;Momentum:+0.6;LowVol:-0.4 | MaxPos7% | 6 | 35 | 3.6 | hard 10% | 137 | 18.9 | Bear | 30.2 | 4.02 | 2.1 | 138 | -50 | 23 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 14 | -15 | BrokerC | MKT | 86 | VAR>budget | Reduce | Risk above budget threshold | 36 | -40 | 50 | 3 | false | Within IPS guidelines |
P7120 | Active | Roth | USD | 2025-11-04 | 2,403,505 | 254,394 | 2,149,111 | 1 | 62.4 | 18.2 | 9.4 | 10 | MSFT:22.5%;VTI:17.6%;GLD:22.5%;AAPL:22.5%;VNQ:15.0% | US:69.9;EU:12.2;APAC:12.9;EM:4.1;Other:0.8 | Value:+0.9;Growth:-0.7;Quality:-0.8;Size:-0.7;Momentum:-0.7;LowVol:-0.8 | null | 6 | 25 | 5.7 | trailing 8% | 146 | 17.8 | Sideways | 19 | 3.97 | 3.4 | 104 | 13 | 59 | 55 | false | Sell | Trim extended winner -1% | 14 | -27 | BrokerB | VWAP | 99 | null | null | Normal monitoring | -58 | 4 | 56 | 5 | false | Tighten stops on momentum names |
P7121 | Hands-off | Taxable | USD | 2025-09-25 | 514,876 | 37,723 | 477,153 | 1 | 56 | 21.2 | 13.1 | 9.7 | IEF:13.9%;BND:13.2%;AAPL:20.3%;TSLA:17.8%;GLD:14.2%;QQQ:20.6% | US:63.2;EU:9.1;APAC:13.3;EM:12.0;Other:2.4 | Value:+0.1;Growth:-0.2;Quality:0.0;Size:0.0;Momentum:-1.0;LowVol:-0.5 | ESGOnly | 10 | 25 | 4.8 | trailing 10% | 128 | 19.6 | Bull | 13.5 | 4.74 | 2.5 | 120 | 83 | 76 | 31 | false | Hedge | Add TLT +1% as duration hedge | 26 | 11 | BrokerA | MKT | 91 | null | null | Normal monitoring | 4 | 17 | 79 | 3 | false | Within IPS guidelines |
P7122 | Hands-off | Trust | USD | 2024-08-06 | 203,709 | 9,036 | 194,673 | 1 | 56.7 | 22.8 | 10.8 | 9.7 | QQQ:16.6%;IEF:21.3%;BND:13.6%;VTI:21.3%;MSFT:5.8%;TLT:21.3% | US:60.3;EU:12.6;APAC:9.4;EM:12.7;Other:5.0 | Value:+0.1;Growth:-0.4;Quality:-0.6;Size:+0.6;Momentum:-0.6;LowVol:-0.6 | MaxPos7% | 7 | 35 | 4 | trailing 8% | 146 | 14.5 | Bull | 11.8 | 4.48 | 2.7 | 109 | 99 | 100 | 44 | false | Rebalance | Shift +1% to bonds from equity | -10 | 7 | BrokerD | LMT | 87 | null | null | Normal monitoring | 51 | -21 | 96 | 3 | false | Within IPS guidelines |
P7123 | Cautious | Roth | USD | 2025-09-02 | 725,316 | 99,172 | 626,144 | 1 | 44.7 | 40 | 0 | 15.3 | XLF:21.2%;MSFT:18.8%;TLT:23.0%;MUB:14.0%;GLD:23.0% | US:66.8;EU:16.2;APAC:7.4;EM:8.8;Other:0.9 | Value:+0.9;Growth:-0.8;Quality:+0.7;Size:-0.6;Momentum:+0.5;LowVol:+0.2 | MaxPos5%;NoMargin | 10 | 30 | 4.6 | trailing 8% | 93 | 12.9 | Volatile | 27.9 | 4.19 | 2.7 | 153 | 59 | 91 | 61 | false | Sell | Trim extended winner -1% | 18 | -18 | BrokerC | LMT | 87 | null | null | Normal monitoring | -43 | 14 | -7 | 4 | false | Increase defensive factor exposure |
P7124 | Active | IRA | USD | 2025-11-23 | 2,083,850 | 159,487 | 1,924,363 | 1.12 | 54.8 | 28.4 | 7.8 | 9.1 | VNQ:14.8%;QQQ:21.3%;GLD:20.3%;TSLA:21.3%;IEF:14.0%;MSFT:8.2% | US:66.4;EU:18.2;APAC:11.0;EM:3.7;Other:0.6 | Value:-0.2;Growth:-0.3;Quality:+0.2;Size:-0.2;Momentum:+0.5;LowVol:+0.5 | MaxPos7% | 8 | 25 | 4.6 | trailing 8% | 121 | 23.4 | Bull | 15.8 | 4.88 | 2.4 | 118 | 102 | 93 | 35 | false | Rebalance | Shift +1% to bonds from equity | 7 | -24 | BrokerB | MKT | 91 | null | null | Normal monitoring | 30 | -8 | 2 | 3 | false | Tighten stops on momentum names |
P7125 | Opportunistic | Taxable | USD | 2025-04-17 | 540,989 | 37,198 | 503,791 | 1 | 62.5 | 21.4 | 11.2 | 4.9 | VOO:18.4%;VTI:21.3%;TLT:17.4%;IEF:13.4%;AAPL:16.8%;HYG:12.6% | US:68.7;EU:10.5;APAC:11.0;EM:8.4;Other:1.4 | Value:-0.9;Growth:-0.3;Quality:-0.5;Size:-0.2;Momentum:-0.2;LowVol:+0.9 | MaxPos5% | 10 | 25 | 5.4 | trailing 9% | 246 | 21.1 | Bull | 12.8 | 4.37 | 2.4 | 118 | 19 | 65 | 38 | false | NoAction | Within bands; monitor | 21 | -25 | BrokerA | LMT | 88 | null | null | Normal monitoring | 5 | -33 | 14 | 4 | false | Tighten stops on momentum names |
P7126 | Active | 401k | USD | 2025-07-14 | 1,610,968 | 98,860 | 1,512,108 | 1.25 | 58.1 | 24.1 | 8.6 | 9.2 | VOO:15.8%;MUB:28.1%;GLD:28.1%;QQQ:28.1% | US:67.1;EU:9.1;APAC:10.8;EM:10.1;Other:2.9 | Value:-0.7;Growth:-0.1;Quality:+0.8;Size:-0.1;Momentum:+1.0;LowVol:-0.5 | MaxPos7% | 8 | 25 | 4.7 | hard 12% | 146 | 25.6 | Volatile | 29.6 | 4.06 | 3.7 | 141 | 4 | 58 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -38 | BrokerD | VWAP | 92 | VAR>budget | Reduce | Risk above budget threshold | -44 | -8 | 5 | 4 | false | Within IPS guidelines |
P7127 | Hands-off | Taxable | USD | 2025-03-07 | 813,883 | 41,908 | 771,975 | 1 | 59.3 | 22 | 12.8 | 5.9 | IEF:9.2%;MSFT:22.6%;VOO:22.6%;HYG:8.5%;AMZN:14.4%;VNQ:22.6% | US:71.1;EU:13.4;APAC:6.3;EM:7.0;Other:2.3 | Value:+0.5;Growth:+0.1;Quality:+0.7;Size:+0.6;Momentum:+0.9;LowVol:-0.8 | MaxPos8% | 7 | 25 | 3.3 | trailing 10% | 97 | 13.1 | Volatile | 20.2 | 4.04 | 2.5 | 173 | 18 | 44 | 63 | false | NoAction | Within bands; monitor | 30 | -9 | BrokerC | MKT | 0 | null | null | Normal monitoring | 5 | -50 | -1 | 3 | false | Tighten stops on momentum names |
P7128 | Hands-off | 401k | USD | 2025-03-24 | 804,133 | 76,197 | 727,936 | 1 | 64.4 | 26.7 | 0 | 8.9 | AAPL:33.3%;BND:33.3%;VNQ:33.3% | US:72.5;EU:7.4;APAC:10.9;EM:5.7;Other:3.5 | Value:-0.8;Growth:-0.5;Quality:+0.9;Size:-0.5;Momentum:+0.2;LowVol:-0.4 | ESGOnly;MaxPos5% | 7 | 30 | 5.5 | trailing 8% | 105 | 14 | Volatile | 21.9 | 4.91 | 4.5 | 138 | -20 | 28 | 52 | false | Rebalance | Shift +1% to bonds from equity | -3 | -33 | BrokerB | LMT | 85 | null | null | Normal monitoring | -41 | -30 | 7 | 4 | false | Tax-aware sells next window |
P7129 | Systematic | 401k | USD | 2025-09-16 | 1,161,373 | 80,619 | 1,080,754 | 1 | 60.3 | 23.7 | 7.8 | 8.2 | VOO:21.9%;MUB:10.3%;BND:9.2%;TLT:12.8%;QQQ:22.9%;VTI:22.9% | US:54.5;EU:17.9;APAC:13.7;EM:10.5;Other:3.5 | Value:-0.9;Growth:-0.6;Quality:-0.3;Size:+0.1;Momentum:+0.1;LowVol:-0.9 | MaxPos8% | 5 | 25 | 5.1 | trailing 9% | 121 | 20.1 | Bull | 15 | 3.84 | 2.7 | 115 | 55 | 84 | 50 | true | Rebalance | Rebalance back to target bands | -1 | -9 | BrokerD | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | 53 | -28 | 114 | 5 | false | Within IPS guidelines |
P7130 | Active | Taxable | USD | 2025-12-04 | 775,239 | 48,471 | 726,768 | 1.24 | 55.7 | 24.5 | 13.1 | 6.7 | XLF:16.7%;VNQ:8.1%;TSLA:18.8%;GLD:15.8%;AAPL:20.2%;BRK.B:20.2% | US:69.0;EU:11.8;APAC:9.4;EM:8.0;Other:1.9 | Value:+0.4;Growth:+0.7;Quality:-0.5;Size:+0.1;Momentum:+0.1;LowVol:+0.1 | null | 8 | 30 | 4 | trailing 9% | 156 | 21.8 | Volatile | 31.4 | 4.51 | 3 | 162 | 7 | 66 | 68 | true | Hedge | Buy index puts 1% notional | 13 | -18 | BrokerD | VWAP | 91 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 2 | -3 | 134 | 5 | true | Within IPS guidelines |
P7131 | Hands-off | Trust | USD | 2024-11-17 | 873,705 | 54,911 | 818,794 | 1 | 57.8 | 18.9 | 17.6 | 5.8 | MSFT:13.5%;VTI:16.2%;BRK.B:24.3%;HYG:10.8%;IEF:10.8%;QQQ:24.3% | US:65.1;EU:11.2;APAC:9.8;EM:10.8;Other:3.2 | Value:+0.5;Growth:+0.1;Quality:+0.7;Size:+0.7;Momentum:-0.1;LowVol:+0.7 | null | 5 | 35 | 5.5 | trailing 8% | 112 | 15.4 | Volatile | 25.1 | 5.32 | 2.1 | 137 | -34 | 42 | 74 | true | Hedge | Buy index puts 1% notional | 14 | -36 | BrokerC | MKT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -11 | -28 | -24 | 5 | false | Tighten stops on momentum names |
P7132 | Opportunistic | Roth | USD | 2025-08-24 | 1,062,626 | 33,206 | 1,029,420 | 1 | 68.4 | 12 | 14.8 | 4.9 | VTI:14.2%;MUB:20.9%;HYG:7.0%;XLF:20.9%;AMZN:20.9%;AAPL:16.0% | US:63.2;EU:13.4;APAC:10.7;EM:10.0;Other:2.7 | Value:+0.7;Growth:+0.2;Quality:-0.6;Size:-0.8;Momentum:-0.4;LowVol:-0.2 | null | 6 | 25 | 6.7 | trailing 7% | 175 | 31.9 | Sideways | 22 | 4.45 | 3.1 | 123 | -23 | 34 | 64 | false | Sell | Trim extended winner -1% | 4 | 1 | BrokerA | LMT | 86 | null | null | Normal monitoring | -57 | -1 | 8 | 5 | false | Within IPS guidelines |
P7133 | Cautious | IRA | USD | 2025-05-12 | 788,591 | 82,135 | 706,456 | 1 | 49.2 | 40.5 | 0 | 10.3 | VNQ:19.8%;MUB:10.7%;XLF:11.5%;HYG:22.8%;MSFT:12.5%;TSLA:22.8% | US:61.3;EU:17.3;APAC:7.5;EM:11.4;Other:2.5 | Value:+0.6;Growth:+1.0;Quality:-0.5;Size:-0.6;Momentum:-0.9;LowVol:+0.1 | NoMargin | 6 | 30 | 3 | trailing 8% | 120 | 14 | Bear | 28.4 | 4.28 | 1.2 | 170 | -88 | 11 | 66 | false | Rebalance | Shift +1% to bonds from equity | -4 | -35 | BrokerB | LMT | 87 | null | null | Normal monitoring | -59 | -47 | -4 | 3 | false | Tax-aware sells next window |
P7134 | Cautious | Roth | USD | 2025-02-27 | 782,633 | 79,958 | 702,675 | 1 | 47.9 | 37.5 | 0 | 14.6 | GLD:33.3%;TSLA:33.3%;MSFT:33.3% | US:69.5;EU:5.5;APAC:15.4;EM:7.4;Other:2.2 | Value:+0.5;Growth:-0.1;Quality:-0.3;Size:+0.2;Momentum:+1.0;LowVol:-0.3 | NoDerivatives;NoMargin | 7 | 35 | 5 | hard 10% | 140 | 14.1 | Bull | 12.1 | 3.77 | 2.6 | 117 | 110 | 100 | 36 | false | Buy | Add to core equity +1% | 11 | -22 | BrokerC | MKT | 91 | null | null | Normal monitoring | 49 | 19 | 37 | 5 | false | Tax-aware sells next window |
P7135 | Cautious | 401k | USD | 2024-10-12 | 473,428 | 68,034 | 405,394 | 1 | 42.8 | 41.9 | 2.5 | 12.8 | HYG:33.3%;GLD:33.3%;IEF:33.3% | US:71.4;EU:9.4;APAC:10.3;EM:7.1;Other:1.8 | Value:0.0;Growth:+0.9;Quality:-0.4;Size:+0.9;Momentum:-0.8;LowVol:+0.7 | NoMargin | 10 | 25 | 3.8 | hard 10% | 136 | 18.9 | Volatile | 22.7 | 3.82 | 4.2 | 117 | 9 | 64 | 51 | false | Buy | Add to core equity +1% | -5 | -10 | BrokerB | MKT | 93 | null | null | Normal monitoring | -45 | -53 | 55 | 5 | false | Increase defensive factor exposure |
P7136 | Cautious | Taxable | USD | 2025-03-08 | 416,302 | 50,749 | 365,553 | 1 | 53.6 | 31 | 1.4 | 14 | VTI:11.3%;VNQ:24.5%;AMZN:15.1%;VOO:24.5%;IEF:24.5% | US:74.8;EU:9.1;APAC:6.1;EM:6.4;Other:3.7 | Value:+0.3;Growth:+0.3;Quality:-0.7;Size:+0.4;Momentum:-0.6;LowVol:+0.9 | MaxPos6%;NoMargin | 10 | 25 | 4.7 | hard 10% | 105 | 13.4 | Bear | 26.2 | 3.57 | 2.2 | 170 | -6 | 62 | 73 | true | Rebalance | Rebalance back to target bands | 2 | -26 | BrokerD | MKT | 89 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 34 | -24 | 11 | 2 | false | Increase defensive factor exposure |
P7137 | Active | Trust | USD | 2025-07-30 | 2,091,125 | 221,274 | 1,869,851 | 1 | 59.1 | 26.3 | 8.6 | 6 | IEF:22.0%;GLD:22.0%;VTI:14.6%;HYG:7.7%;MSFT:11.7%;AMZN:22.0% | US:64.9;EU:8.5;APAC:6.8;EM:14.0;Other:5.8 | Value:+0.3;Growth:-1.0;Quality:+0.1;Size:+0.9;Momentum:+0.5;LowVol:0.0 | null | 8 | 35 | 5.9 | trailing 9% | 226 | 16 | Bull | 12.8 | 4.84 | 3 | 110 | 111 | 100 | 32 | false | Rebalance | Shift +1% to bonds from equity | 34 | -14 | BrokerA | LMT | 91 | null | null | Normal monitoring | 81 | 14 | 199 | 5 | false | Increase defensive factor exposure |
P7138 | Opportunistic | IRA | USD | 2025-04-14 | 1,411,701 | 52,664 | 1,359,037 | 1.08 | 60.3 | 19.9 | 13.2 | 6.6 | XLF:20.7%;VNQ:29.9%;AAPL:19.6%;MUB:29.9% | US:70.7;EU:7.6;APAC:11.9;EM:5.6;Other:4.2 | Value:-0.2;Growth:+0.2;Quality:-0.2;Size:+0.4;Momentum:-0.9;LowVol:+0.8 | MaxPos7% | 10 | 30 | 5.1 | trailing 7% | 183 | 22.4 | Sideways | 17.8 | 3.68 | 3.1 | 128 | 15 | 56 | 60 | true | Hedge | Buy index puts 1% notional | 23 | -1 | BrokerB | LMT | 97 | VAR>budget | Hedge | Risk above budget threshold | -37 | -54 | 102 | 3 | true | Monitor dispersion and breadth |
P7139 | Cautious | 401k | USD | 2025-03-21 | 672,669 | 65,853 | 606,816 | 1 | 48.7 | 41.7 | 0 | 9.6 | BRK.B:33.3%;BND:33.3%;AMZN:33.3% | US:62.9;EU:7.5;APAC:14.5;EM:14.1;Other:1.0 | Value:-0.6;Growth:+0.7;Quality:+0.6;Size:-0.0;Momentum:+0.8;LowVol:+1.0 | ESGOnly;NoMargin | 7 | 35 | 3.7 | trailing 8% | 115 | 17 | Bull | 12.7 | 4 | 2.3 | 81 | 68 | 92 | 26 | false | Buy | Add to core equity +1% | 18 | -9 | BrokerC | MKT | 92 | null | null | Normal monitoring | 114 | -27 | 179 | 5 | false | Within IPS guidelines |
P7140 | Cautious | 401k | USD | 2024-08-26 | 768,227 | 69,532 | 698,695 | 1 | 41.7 | 43.4 | 0 | 15 | HYG:20.0%;IEF:21.3%;AMZN:10.1%;XLF:21.3%;AAPL:6.7%;TLT:20.6% | US:63.7;EU:17.9;APAC:7.1;EM:10.1;Other:1.2 | Value:+0.3;Growth:+0.2;Quality:-0.6;Size:-0.6;Momentum:+0.1;LowVol:+0.8 | NoDerivatives;NoMargin | 5 | 35 | 3.7 | hard 10% | 150 | 18.2 | Volatile | 21.9 | 5.46 | 3.2 | 157 | 54 | 74 | 49 | false | Rebalance | Shift +1% to bonds from equity | 19 | -1 | BrokerD | LMT | 91 | null | null | Normal monitoring | 55 | -52 | 57 | 5 | false | Tax-aware sells next window |
P7141 | Systematic | IRA | USD | 2025-09-21 | 1,141,656 | 107,072 | 1,034,584 | 1 | 59.5 | 21.5 | 13.7 | 5.3 | AMZN:15.0%;XLF:19.8%;AAPL:21.7%;GLD:21.7%;VNQ:21.7% | US:65.1;EU:15.2;APAC:8.3;EM:9.2;Other:2.1 | Value:+0.2;Growth:+1.0;Quality:+0.1;Size:-0.2;Momentum:+0.7;LowVol:+0.7 | null | 8 | 25 | 5.4 | trailing 8% | 159 | 24.8 | Sideways | 15.3 | 4.45 | 2.9 | 128 | 27 | 77 | 45 | false | Buy | Add to core equity +1% | 4 | -37 | BrokerB | MKT | 96 | null | null | Normal monitoring | -49 | -10 | 1 | 4 | false | Tax-aware sells next window |
P7142 | Cautious | Trust | USD | 2025-06-19 | 823,580 | 105,019 | 718,561 | 1 | 50.3 | 32.2 | 0 | 17.5 | VTI:28.3%;TLT:28.3%;VNQ:27.1%;HYG:16.4% | US:62.2;EU:20.5;APAC:11.3;EM:5.6;Other:0.5 | Value:-0.4;Growth:-0.7;Quality:-0.2;Size:+0.2;Momentum:-0.4;LowVol:-0.1 | ESGOnly;NoMargin | 10 | 30 | 4.3 | trailing 8% | 115 | 14.4 | Bear | 23.6 | 3.88 | 1.2 | 188 | 5 | 55 | 54 | false | Sell | Trim extended winner -1% | 5 | -32 | BrokerA | MKT | 90 | null | null | Normal monitoring | -30 | -53 | 90 | 5 | false | Tighten stops on momentum names |
P7143 | Hands-off | Trust | USD | 2024-12-19 | 648,634 | 44,350 | 604,284 | 1 | 65.6 | 27.8 | 0 | 6.6 | BRK.B:20.0%;MUB:18.2%;GLD:20.2%;AAPL:8.1%;XLF:13.5%;VTI:20.0% | US:63.1;EU:17.1;APAC:6.9;EM:8.6;Other:4.2 | Value:+0.6;Growth:-0.2;Quality:-0.4;Size:0.0;Momentum:+0.7;LowVol:+0.7 | null | 8 | 30 | 3.3 | hard 10% | 118 | 18.7 | Bear | 34.3 | 3.17 | 2.4 | 149 | -37 | 25 | 84 | true | Hedge | Buy index puts 1% notional | 28 | -25 | BrokerA | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -42 | -17 | 91 | 5 | false | Increase defensive factor exposure |
P7144 | Active | Roth | USD | 2025-01-19 | 2,440,870 | 248,533 | 2,192,337 | 1 | 56.4 | 25.3 | 11.5 | 6.9 | VNQ:33.3%;BND:33.3%;IEF:33.3% | US:63.8;EU:12.5;APAC:14.9;EM:4.3;Other:4.5 | Value:+0.5;Growth:+0.7;Quality:-0.3;Size:-0.5;Momentum:-0.6;LowVol:+0.5 | NoDerivatives | 10 | 30 | 4.5 | trailing 9% | 210 | 19.2 | Volatile | 30.9 | 3.81 | 2.3 | 160 | -57 | 13 | 69 | false | Sell | Trim extended winner -1% | 5 | -25 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 114 | 10 | 244 | 5 | false | Tax-aware sells next window |
P7145 | Cautious | 401k | USD | 2025-04-25 | 895,042 | 73,791 | 821,251 | 1 | 36.4 | 36 | 12.4 | 15.2 | TLT:33.3%;IEF:33.3%;VTI:33.3% | US:64.8;EU:7.2;APAC:17.0;EM:5.3;Other:5.7 | Value:+0.9;Growth:+0.2;Quality:+0.4;Size:-0.0;Momentum:-0.8;LowVol:-0.1 | ESGOnly;NoMargin | 5 | 25 | 3 | hard 10% | 112 | 16.6 | Bull | 12.3 | 4.04 | 3.2 | 117 | 87 | 83 | 23 | true | Hedge | Buy index puts 1% notional | 10 | -10 | BrokerB | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 34 | 14 | 84 | 5 | false | Within IPS guidelines |
P7146 | Cautious | Taxable | USD | 2025-06-30 | 538,856 | 74,845 | 464,011 | 1 | 42.8 | 40.7 | 0 | 16.5 | AMZN:35.1%;VNQ:29.8%;VOO:35.1% | US:70.9;EU:9.8;APAC:12.6;EM:6.2;Other:0.5 | Value:-0.0;Growth:+0.1;Quality:-0.4;Size:+1.0;Momentum:0.0;LowVol:-0.1 | NoDerivatives;NoMargin | 6 | 25 | 5.9 | trailing 10% | 122 | 12.9 | Bear | 22.5 | 3.8 | 1.5 | 191 | -114 | 5 | 57 | false | Rebalance | Shift +1% to bonds from equity | 29 | -17 | BrokerB | VWAP | 97 | null | null | Normal monitoring | 69 | -2 | 156 | 4 | false | Tighten stops on momentum names |
P7147 | Systematic | Trust | USD | 2025-12-11 | 738,572 | 70,970 | 667,602 | 1 | 59 | 26.3 | 6 | 8.7 | QQQ:18.5%;BND:18.7%;VNQ:13.0%;VTI:18.9%;XLF:9.9%;AAPL:21.0% | US:74.4;EU:6.1;APAC:13.7;EM:4.8;Other:1.1 | Value:+0.2;Growth:-0.1;Quality:+0.9;Size:-0.6;Momentum:+0.9;LowVol:+0.7 | MaxPos8% | 8 | 30 | 5 | trailing 8% | 181 | 20.9 | Bear | 31.5 | 4.28 | 2.9 | 198 | -80 | 15 | 88 | true | Rebalance | Rebalance back to target bands | 26 | 7 | BrokerC | MKT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -1 | -2 | 32 | 5 | false | Tighten stops on momentum names |
P7148 | Active | Roth | USD | 2024-09-11 | 2,485,614 | 261,449 | 2,224,165 | 1.23 | 59.4 | 26.2 | 6.6 | 7.8 | TLT:11.9%;GLD:19.3%;BND:10.5%;AMZN:22.9%;AAPL:22.9%;VTI:12.5% | US:62.3;EU:11.3;APAC:9.6;EM:12.0;Other:4.8 | Value:-0.1;Growth:-0.3;Quality:+0.6;Size:-0.2;Momentum:+0.9;LowVol:0.0 | NoDerivatives | 5 | 25 | 4.7 | trailing 9% | 190 | 23.8 | Sideways | 18.3 | 4.98 | 2.6 | 99 | 59 | 87 | 54 | false | Rebalance | Shift +1% to bonds from equity | 6 | -17 | BrokerA | LMT | 94 | null | null | Normal monitoring | 60 | 0 | 120 | 3 | false | Increase defensive factor exposure |
P7149 | Cautious | 401k | USD | 2025-02-20 | 639,914 | 100,742 | 539,172 | 1 | 48.5 | 34.5 | 1.8 | 15.3 | BND:23.1%;AAPL:12.8%;MUB:17.8%;TLT:23.1%;VNQ:23.1% | US:78.8;EU:5.2;APAC:8.1;EM:6.6;Other:1.2 | Value:-0.2;Growth:+0.4;Quality:+0.9;Size:-0.8;Momentum:+0.3;LowVol:+0.7 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 10 | 30 | 3.1 | trailing 10% | 163 | 16.6 | Bull | 14.9 | 3.69 | 3.4 | 100 | 109 | 100 | 47 | false | NoAction | Within bands; monitor | 20 | 13 | BrokerC | MKT | 0 | null | null | Normal monitoring | -8 | -30 | 12 | 5 | false | Tax-aware sells next window |
P7150 | Cautious | 401k | USD | 2024-10-13 | 679,692 | 107,285 | 572,407 | 1 | 48.9 | 39.6 | 0 | 11.5 | TLT:11.3%;IEF:20.6%;BND:22.7%;BRK.B:22.7%;QQQ:22.7% | US:65.3;EU:17.8;APAC:6.4;EM:6.8;Other:3.8 | Value:+0.8;Growth:-0.6;Quality:-0.7;Size:-0.3;Momentum:+0.8;LowVol:-0.6 | ESGOnly;NoDerivatives;NoMargin | 6 | 30 | 3.1 | trailing 8% | 135 | 17.6 | Sideways | 18.1 | 3.61 | 2.2 | 96 | 14 | 66 | 53 | false | Rebalance | Shift +1% to bonds from equity | 17 | -30 | BrokerD | VWAP | 91 | null | null | Normal monitoring | 42 | 15 | 89 | 4 | false | Within IPS guidelines |
P7151 | Active | Taxable | USD | 2025-03-26 | 1,226,179 | 146,420 | 1,079,759 | 1.18 | 63.7 | 26.7 | 0 | 9.5 | IEF:15.4%;HYG:25.5%;VOO:25.5%;AMZN:21.3%;TSLA:12.3% | US:58.1;EU:21.3;APAC:11.4;EM:6.3;Other:2.8 | Value:+0.5;Growth:+0.1;Quality:+0.4;Size:-0.8;Momentum:+0.3;LowVol:-0.7 | NoDerivatives | 7 | 35 | 4.8 | hard 12% | 196 | 23.2 | Bear | 28.4 | 3.46 | 1.8 | 134 | 21 | 70 | 73 | true | Hedge | Buy index puts 1% notional | 32 | -34 | BrokerC | MKT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 118 | -53 | 149 | 4 | false | Monitor dispersion and breadth |
P7152 | Hands-off | IRA | USD | 2025-02-14 | 306,878 | 27,529 | 279,349 | 1 | 72.8 | 21.7 | 0 | 5.5 | XLF:17.8%;HYG:21.8%;AMZN:10.7%;VTI:21.8%;TLT:19.3%;MUB:8.7% | US:71.0;EU:12.6;APAC:9.6;EM:5.7;Other:1.1 | Value:+0.5;Growth:-0.3;Quality:+0.7;Size:-0.0;Momentum:-0.5;LowVol:+0.9 | ESGOnly;NoDerivatives | 5 | 35 | 3.9 | trailing 8% | 109 | 17.1 | Bear | 31.7 | 3.87 | 1.9 | 155 | 40 | 63 | 92 | true | Hedge | Buy index puts 1% notional | 19 | -31 | BrokerC | MKT | 89 | VAR>budget | Reduce | Risk above budget threshold | 51 | 6 | 21 | 4 | false | Monitor dispersion and breadth |
P7153 | Opportunistic | Trust | USD | 2024-12-12 | 972,766 | 64,610 | 908,156 | 1.14 | 74.3 | 13.2 | 5.8 | 6.8 | BND:33.3%;GLD:33.3%;BRK.B:33.3% | US:60.2;EU:17.7;APAC:9.4;EM:10.5;Other:2.2 | Value:+0.1;Growth:-1.0;Quality:+0.2;Size:-0.5;Momentum:+0.1;LowVol:+0.1 | MaxPos8% | 6 | 35 | 5.4 | trailing 7% | 209 | 20.2 | Bear | 24.5 | 4.05 | 1.2 | 171 | -73 | 5 | 64 | false | Buy | Add to core equity +1% | -12 | -23 | BrokerB | LMT | 93 | null | null | Normal monitoring | -43 | 6 | 91 | 4 | false | Tighten stops on momentum names |
P7154 | Hands-off | IRA | USD | 2025-10-08 | 669,910 | 62,717 | 607,193 | 1 | 68 | 15.6 | 9.9 | 6.5 | VOO:20.7%;AAPL:20.7%;TLT:14.7%;VNQ:8.9%;XLF:14.2%;HYG:20.7% | US:63.7;EU:17.3;APAC:5.6;EM:9.2;Other:4.2 | Value:0.0;Growth:-0.4;Quality:+0.8;Size:+0.9;Momentum:+0.6;LowVol:+0.2 | NoDerivatives | 6 | 25 | 3.3 | hard 10% | 141 | 15.4 | Bull | 14.4 | 4.15 | 3.1 | 96 | 43 | 76 | 40 | false | Rebalance | Shift +1% to bonds from equity | -4 | -26 | BrokerC | MKT | 92 | null | null | Normal monitoring | 80 | -59 | 147 | 4 | false | Monitor dispersion and breadth |
P7155 | Cautious | Trust | USD | 2025-10-17 | 827,075 | 121,461 | 705,614 | 1 | 47 | 31.1 | 8.8 | 13.1 | IEF:33.3%;TSLA:33.3%;BRK.B:33.3% | US:73.6;EU:12.2;APAC:7.6;EM:3.2;Other:3.5 | Value:-0.4;Growth:-0.7;Quality:+0.7;Size:+0.6;Momentum:-0.7;LowVol:+0.3 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 4 | hard 10% | 109 | 19.4 | Volatile | 20.4 | 4.08 | 3.6 | 139 | 53 | 85 | 39 | false | Hedge | Add TLT +1% as duration hedge | 21 | -37 | BrokerB | LMT | 85 | null | null | Normal monitoring | 37 | -28 | 133 | 5 | false | Increase defensive factor exposure |
P7156 | Opportunistic | Trust | USD | 2025-03-09 | 1,761,468 | 127,384 | 1,634,084 | 1 | 75 | 13 | 7.3 | 4.7 | QQQ:33.3%;VTI:33.3%;BND:33.3% | US:64.7;EU:14.9;APAC:10.5;EM:8.5;Other:1.4 | Value:+0.7;Growth:-0.3;Quality:+0.1;Size:-0.1;Momentum:0.0;LowVol:-0.8 | MaxPos6% | 5 | 25 | 4.2 | trailing 7% | 220 | 28.5 | Sideways | 19.7 | 4.23 | 2.1 | 122 | 44 | 82 | 61 | false | Buy | Add to core equity +1% | 19 | 10 | BrokerA | MKT | 98 | null | null | Normal monitoring | 58 | 8 | 140 | 5 | false | Increase defensive factor exposure |
P7157 | Systematic | IRA | USD | 2025-11-21 | 1,995,642 | 123,944 | 1,871,698 | 1 | 66.3 | 24.2 | 3.6 | 5.9 | BRK.B:22.0%;XLF:19.6%;QQQ:20.8%;MSFT:15.5%;VOO:22.0% | US:77.4;EU:5.5;APAC:8.5;EM:7.1;Other:1.5 | Value:+0.2;Growth:-0.6;Quality:-0.4;Size:-0.6;Momentum:+0.5;LowVol:-0.2 | NoDerivatives | 10 | 30 | 4.7 | hard 12% | 143 | 20.6 | Bear | 34.2 | 3.47 | 1.7 | 149 | 1 | 61 | 90 | true | Rebalance | Rebalance back to target bands | 34 | -11 | BrokerC | VWAP | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -39 | -25 | -25 | 3 | false | Tighten stops on momentum names |
P7158 | Active | Trust | USD | 2025-12-18 | 1,328,899 | 113,451 | 1,215,448 | 1 | 53.7 | 21 | 16.5 | 8.8 | GLD:33.3%;AMZN:33.3%;VNQ:33.3% | US:67.7;EU:14.7;APAC:9.8;EM:6.8;Other:1.0 | Value:+0.6;Growth:-0.3;Quality:-0.7;Size:+0.4;Momentum:+0.5;LowVol:+0.1 | MaxPos5% | 8 | 35 | 5.3 | trailing 9% | 214 | 23.6 | Bull | 15.6 | 4.24 | 2.4 | 113 | 69 | 98 | 33 | false | Rebalance | Shift +1% to bonds from equity | 33 | 4 | BrokerD | MKT | 93 | null | null | Normal monitoring | -58 | -30 | -90 | 5 | false | Tighten stops on momentum names |
P7159 | Active | Roth | USD | 2025-05-11 | 1,110,639 | 113,038 | 997,601 | 1.12 | 60.7 | 28 | 4.2 | 7.1 | IEF:26.9%;BRK.B:25.1%;GLD:26.9%;MUB:21.1% | US:67.4;EU:10.9;APAC:13.1;EM:7.2;Other:1.4 | Value:+0.8;Growth:+0.2;Quality:+0.8;Size:+0.1;Momentum:-0.7;LowVol:+0.7 | null | 7 | 25 | 5 | trailing 8% | 130 | 27.2 | Volatile | 27.5 | 3.95 | 2 | 173 | 78 | 84 | 63 | false | Rebalance | Shift +1% to bonds from equity | -15 | 4 | BrokerD | MKT | 98 | null | null | Normal monitoring | 74 | -14 | 134 | 4 | false | Tighten stops on momentum names |
P7160 | Hands-off | Roth | USD | 2025-02-13 | 758,300 | 48,044 | 710,256 | 1 | 69.4 | 21.9 | 3.4 | 5.4 | VNQ:10.7%;MSFT:24.1%;IEF:17.1%;GLD:24.1%;TLT:24.1% | US:74.7;EU:6.9;APAC:10.1;EM:7.3;Other:1.0 | Value:+0.4;Growth:+0.8;Quality:+0.2;Size:+0.8;Momentum:-0.8;LowVol:-0.1 | NoDerivatives | 10 | 35 | 5.6 | hard 10% | 151 | 13.5 | Volatile | 28.7 | 4.45 | 3.3 | 144 | 37 | 56 | 84 | true | Rebalance | Rebalance back to target bands | 17 | -40 | BrokerC | MKT | 99 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 56 | 0 | 62 | 4 | false | Increase defensive factor exposure |
P7161 | Active | Roth | USD | 2025-09-08 | 2,356,236 | 252,299 | 2,103,937 | 1 | 54.7 | 18.4 | 18.3 | 8.6 | TSLA:22.3%;BND:22.3%;VTI:22.3%;MUB:15.6%;AAPL:6.9%;VNQ:10.7% | US:73.4;EU:8.1;APAC:6.7;EM:8.4;Other:3.4 | Value:+0.9;Growth:+0.9;Quality:-0.3;Size:+1.0;Momentum:-0.2;LowVol:-0.5 | MaxPos6% | 8 | 25 | 4.9 | hard 12% | 219 | 16.7 | Sideways | 21.8 | 3.7 | 3.1 | 109 | 35 | 63 | 60 | false | Rebalance | Shift +1% to bonds from equity | 32 | -13 | BrokerB | MKT | 98 | null | null | Normal monitoring | -11 | -40 | 75 | 3 | false | Tax-aware sells next window |
P7162 | Hands-off | Taxable | USD | 2025-09-06 | 632,862 | 62,709 | 570,153 | 1 | 58 | 19.3 | 15.1 | 7.6 | XLF:23.0%;TSLA:13.6%;BRK.B:23.0%;VTI:23.0%;VOO:17.3% | US:64.7;EU:8.0;APAC:13.9;EM:11.6;Other:1.8 | Value:+0.1;Growth:-0.4;Quality:+0.5;Size:-0.8;Momentum:+0.5;LowVol:-0.5 | MaxPos5% | 8 | 25 | 5.4 | hard 10% | 122 | 13.1 | Bull | 15.6 | 4.11 | 3.5 | 73 | 33 | 52 | 47 | false | Hedge | Add TLT +1% as duration hedge | 20 | 9 | BrokerD | VWAP | 94 | null | null | Normal monitoring | 116 | -9 | 190 | 5 | false | Tax-aware sells next window |
P7163 | Cautious | Trust | USD | 2025-03-28 | 238,250 | 27,252 | 210,998 | 1 | 35.8 | 43.4 | 6.7 | 14.1 | MSFT:20.3%;VOO:12.4%;VNQ:18.0%;QQQ:15.9%;IEF:18.4%;AAPL:15.0% | US:70.3;EU:16.6;APAC:4.7;EM:6.1;Other:2.3 | Value:-0.4;Growth:-0.1;Quality:-0.9;Size:-1.0;Momentum:-0.2;LowVol:-0.7 | ESGOnly;MaxPos6%;NoMargin | 8 | 35 | 4.9 | hard 10% | 126 | 16.7 | Bull | 14.3 | 3.89 | 3.1 | 90 | 76 | 84 | 29 | false | Rebalance | Shift +1% to bonds from equity | -7 | -11 | BrokerC | LMT | 89 | null | null | Normal monitoring | -38 | -7 | -53 | 4 | false | Within IPS guidelines |
P7164 | Opportunistic | IRA | USD | 2025-09-09 | 901,999 | 28,803 | 873,196 | 1.21 | 73.4 | 11 | 7 | 8.5 | QQQ:33.3%;GLD:33.3%;AMZN:33.3% | US:62.8;EU:17.8;APAC:7.4;EM:8.3;Other:3.6 | Value:-0.7;Growth:-0.5;Quality:-0.7;Size:-0.9;Momentum:-0.1;LowVol:+0.9 | MaxPos6% | 5 | 35 | 6.6 | trailing 7% | 183 | 32 | Sideways | 14.2 | 4.83 | 2.6 | 126 | -11 | 42 | 43 | true | Hedge | Buy index puts 1% notional | -11 | -37 | BrokerD | LMT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 4 | -4 | 53 | 4 | false | Within IPS guidelines |
P7165 | Hands-off | Taxable | USD | 2025-02-19 | 796,871 | 52,179 | 744,692 | 1 | 67.3 | 15.9 | 9.3 | 7.5 | AAPL:28.4%;XLF:28.4%;IEF:14.9%;TLT:28.4% | US:63.7;EU:7.9;APAC:17.9;EM:5.2;Other:5.3 | Value:-0.3;Growth:-0.8;Quality:-0.9;Size:+0.5;Momentum:+0.1;LowVol:+0.2 | ESGOnly;MaxPos7%;NoDerivatives | 5 | 30 | 5 | trailing 8% | 96 | 14.6 | Bull | 17.8 | 4.83 | 2.9 | 114 | 59 | 77 | 55 | false | Rebalance | Shift +1% to bonds from equity | -9 | -15 | BrokerA | MKT | 86 | null | null | Normal monitoring | 12 | -46 | 40 | 3 | false | Tighten stops on momentum names |
P7166 | Opportunistic | Roth | USD | 2024-09-07 | 745,565 | 28,972 | 716,593 | 1.12 | 73 | 13.6 | 8.2 | 5.2 | GLD:34.1%;MUB:34.1%;QQQ:31.9% | US:64.9;EU:15.6;APAC:6.8;EM:8.1;Other:4.5 | Value:+0.2;Growth:+0.3;Quality:+0.4;Size:+0.3;Momentum:+0.8;LowVol:+0.3 | MaxPos7% | 8 | 25 | 5.1 | hard 12% | 210 | 24.9 | Bull | 11.2 | 3.84 | 3.1 | 104 | 83 | 100 | 36 | false | Rebalance | Shift +1% to bonds from equity | -7 | -14 | BrokerB | VWAP | 86 | null | null | Normal monitoring | 109 | -52 | 161 | 3 | false | Tighten stops on momentum names |
P7167 | Cautious | Trust | USD | 2024-08-18 | 865,565 | 93,692 | 771,873 | 1 | 52.1 | 33.4 | 0 | 14.5 | VNQ:27.5%;IEF:27.5%;GLD:23.5%;TSLA:21.6% | US:63.4;EU:17.8;APAC:10.6;EM:7.9;Other:0.3 | Value:-0.7;Growth:-0.5;Quality:+0.6;Size:+0.2;Momentum:+0.2;LowVol:-0.2 | NoMargin | 5 | 30 | 5.4 | hard 10% | 139 | 12.2 | Bear | 34.7 | 4.05 | 2.8 | 137 | 6 | 44 | 82 | true | Hedge | Buy index puts 1% notional | 9 | -40 | BrokerA | LMT | 96 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 73 | -31 | 190 | 5 | false | Increase defensive factor exposure |
P7168 | Cautious | Roth | USD | 2024-07-07 | 530,754 | 47,566 | 483,188 | 1 | 48.8 | 41.2 | 0 | 10 | GLD:22.1%;VTI:26.0%;IEF:26.0%;BND:26.0% | US:70.3;EU:15.2;APAC:7.4;EM:5.0;Other:2.1 | Value:-0.4;Growth:+0.2;Quality:+0.4;Size:+0.4;Momentum:-1.0;LowVol:-0.8 | MaxPos5%;NoMargin | 6 | 30 | 5.4 | trailing 8% | 125 | 14.6 | Bull | 16.1 | 3.5 | 3.5 | 107 | 98 | 100 | 47 | true | Reduce | Cut high-beta by 2-3%, add cash | 34 | -4 | BrokerC | LMT | 94 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 21 | 9 | 101 | 3 | true | Tighten stops on momentum names |
P7169 | Systematic | IRA | USD | 2025-10-03 | 567,822 | 41,363 | 526,459 | 1 | 61.2 | 27.6 | 3.5 | 7.7 | XLF:33.4%;VNQ:33.1%;BND:33.4% | US:78.2;EU:6.2;APAC:7.4;EM:3.4;Other:4.7 | Value:+0.5;Growth:-0.5;Quality:+0.4;Size:+0.6;Momentum:-0.4;LowVol:-0.2 | NoDerivatives | 10 | 35 | 4.3 | hard 12% | 155 | 21.2 | Bull | 13.6 | 4.21 | 3 | 97 | 28 | 78 | 36 | false | Rebalance | Shift +1% to bonds from equity | 7 | -11 | BrokerA | LMT | 90 | null | null | Normal monitoring | -36 | -59 | -28 | 4 | false | Tax-aware sells next window |
P7170 | Cautious | 401k | USD | 2025-09-26 | 750,383 | 70,482 | 679,901 | 1 | 41.5 | 35.2 | 5.6 | 17.8 | QQQ:27.7%;VNQ:22.4%;TLT:22.1%;BRK.B:27.7% | US:73.0;EU:7.9;APAC:13.1;EM:4.5;Other:1.5 | Value:-0.4;Growth:-0.4;Quality:-0.2;Size:-1.0;Momentum:+1.0;LowVol:+0.4 | NoMargin | 8 | 30 | 3.2 | trailing 10% | 130 | 12.5 | Volatile | 29 | 4.62 | 4 | 147 | -52 | 15 | 69 | false | Sell | Trim extended winner -1% | 20 | -33 | BrokerD | LMT | 99 | null | null | Normal monitoring | -19 | -49 | 110 | 4 | false | Within IPS guidelines |
P7171 | Opportunistic | 401k | USD | 2024-11-06 | 1,397,017 | 74,934 | 1,322,083 | 1 | 77.8 | 10.8 | 4.1 | 7.3 | VNQ:16.4%;AMZN:24.7%;BND:9.4%;IEF:24.7%;MSFT:24.7% | US:61.5;EU:18.2;APAC:11.8;EM:7.2;Other:1.3 | Value:-0.1;Growth:+1.0;Quality:+0.9;Size:-0.7;Momentum:+0.5;LowVol:-0.2 | MaxPos8% | 10 | 30 | 6.7 | trailing 7% | 172 | 28.7 | Sideways | 18.2 | 3.69 | 3.3 | 113 | -24 | 29 | 63 | false | Buy | Add to core equity +1% | 23 | -19 | BrokerB | LMT | 93 | null | null | Normal monitoring | 66 | -30 | 174 | 4 | false | Increase defensive factor exposure |
P7172 | Cautious | 401k | USD | 2025-01-08 | 649,387 | 87,111 | 562,276 | 1 | 39.3 | 30.5 | 18.9 | 11.3 | TSLA:26.7%;VNQ:26.7%;HYG:26.7%;VTI:19.8% | US:73.9;EU:7.0;APAC:10.3;EM:3.9;Other:5.0 | Value:-0.6;Growth:+0.7;Quality:-0.6;Size:-0.1;Momentum:+0.7;LowVol:+0.1 | NoMargin | 10 | 35 | 5 | trailing 8% | 144 | 12.5 | Bull | 11.5 | 4.55 | 3.2 | 88 | 51 | 68 | 32 | false | NoAction | Within bands; monitor | -3 | -7 | BrokerA | LMT | 88 | null | null | Normal monitoring | -14 | 17 | 22 | 3 | false | Increase defensive factor exposure |
P7173 | Active | Roth | USD | 2025-02-06 | 2,225,539 | 143,271 | 2,082,268 | 1 | 51.6 | 18.1 | 24.8 | 5.4 | QQQ:23.4%;TLT:23.4%;MSFT:23.4%;VTI:9.1%;IEF:20.7% | US:71.1;EU:7.3;APAC:11.2;EM:5.9;Other:4.6 | Value:-0.3;Growth:-0.2;Quality:-0.4;Size:+0.2;Momentum:+0.7;LowVol:+0.2 | MaxPos8%;NoDerivatives | 10 | 25 | 4.4 | trailing 9% | 178 | 20.8 | Bull | 14.1 | 4.36 | 2.3 | 119 | 38 | 80 | 39 | false | Sell | Trim extended winner -1% | 35 | -30 | BrokerC | MKT | 85 | null | null | Normal monitoring | 106 | -15 | 154 | 5 | false | Within IPS guidelines |
P7174 | Cautious | Trust | USD | 2024-09-10 | 365,121 | 44,547 | 320,574 | 1 | 46.9 | 39.4 | 2.6 | 11 | XLF:12.3%;QQQ:19.9%;TSLA:20.8%;BND:20.8%;GLD:8.0%;MSFT:18.2% | US:74.9;EU:10.0;APAC:8.8;EM:4.8;Other:1.5 | Value:+0.6;Growth:-0.6;Quality:+0.2;Size:-0.0;Momentum:+0.4;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 5.9 | trailing 8% | 119 | 14.5 | Bull | 12.6 | 4.38 | 3 | 85 | 75 | 76 | 39 | false | Sell | Trim extended winner -1% | 6 | -33 | BrokerD | MKT | 99 | null | null | Normal monitoring | -13 | -17 | 39 | 3 | false | Tax-aware sells next window |
P7175 | Cautious | 401k | USD | 2025-02-09 | 525,193 | 54,940 | 470,253 | 1 | 49.2 | 38.8 | 0 | 12 | VNQ:20.8%;XLF:18.2%;AAPL:18.6%;VTI:10.6%;BRK.B:15.1%;TLT:16.6% | US:62.7;EU:15.2;APAC:10.8;EM:7.2;Other:4.1 | Value:-0.8;Growth:+0.3;Quality:-0.0;Size:-0.7;Momentum:-0.2;LowVol:-0.2 | ESGOnly;MaxPos6%;NoMargin | 5 | 25 | 5.8 | trailing 10% | 134 | 15.8 | Sideways | 21.6 | 3.99 | 2.8 | 130 | 39 | 64 | 56 | false | Buy | Add to core equity +1% | -1 | -31 | BrokerC | LMT | 96 | null | null | Normal monitoring | 64 | 4 | 76 | 3 | false | Increase defensive factor exposure |
P7176 | Cautious | Taxable | USD | 2025-07-17 | 835,950 | 84,586 | 751,364 | 1 | 46.2 | 32.8 | 9.4 | 11.6 | VTI:25.8%;TSLA:22.6%;GLD:25.8%;VNQ:25.8% | US:67.5;EU:10.9;APAC:8.6;EM:10.7;Other:2.3 | Value:-0.7;Growth:+0.5;Quality:-0.9;Size:+0.2;Momentum:-0.9;LowVol:-0.5 | ESGOnly;NoMargin | 6 | 30 | 5.9 | trailing 10% | 163 | 19.6 | Bear | 32.8 | 4.23 | 1.8 | 197 | -47 | 22 | 77 | true | Hedge | Buy index puts 1% notional | 27 | 0 | BrokerD | LMT | 96 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 96 | -26 | 76 | 5 | false | Tax-aware sells next window |
P7177 | Active | Roth | USD | 2025-10-17 | 1,704,714 | 116,129 | 1,588,585 | 1.1 | 53.1 | 25.3 | 16 | 5.6 | TSLA:15.4%;AMZN:12.2%;VTI:21.1%;AAPL:21.1%;MSFT:9.2%;BRK.B:21.1% | US:64.5;EU:16.9;APAC:10.8;EM:6.6;Other:1.1 | Value:-0.9;Growth:+0.6;Quality:+1.0;Size:+0.5;Momentum:+0.2;LowVol:-0.9 | MaxPos5%;NoDerivatives | 7 | 30 | 6 | trailing 9% | 229 | 25.8 | Volatile | 31.7 | 3.93 | 2.8 | 166 | -25 | 33 | 85 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -7 | BrokerB | MKT | 92 | VAR>budget | Reduce | Risk above budget threshold | 115 | -46 | 87 | 2 | false | Increase defensive factor exposure |
P7178 | Active | Trust | USD | 2024-07-25 | 1,240,931 | 94,297 | 1,146,634 | 1 | 62.2 | 28.4 | 0 | 9.4 | VOO:20.9%;TLT:10.8%;HYG:19.0%;GLD:17.5%;IEF:20.9%;MUB:10.9% | US:59.6;EU:16.1;APAC:11.4;EM:10.9;Other:2.0 | Value:-0.6;Growth:-0.7;Quality:+1.0;Size:-0.5;Momentum:-0.5;LowVol:-0.4 | MaxPos5% | 10 | 35 | 5.8 | trailing 9% | 228 | 16.8 | Volatile | 27.2 | 5.46 | 2.2 | 149 | 2 | 36 | 63 | false | Buy | Add to core equity +1% | 20 | -7 | BrokerC | MKT | 90 | null | null | Normal monitoring | 88 | -28 | 215 | 3 | false | Monitor dispersion and breadth |
P7179 | Opportunistic | IRA | USD | 2025-01-16 | 1,527,030 | 114,681 | 1,412,349 | 1 | 64.8 | 21.6 | 8.8 | 4.9 | QQQ:10.4%;AMZN:23.3%;TSLA:23.3%;XLF:23.3%;VNQ:19.6% | US:75.8;EU:8.0;APAC:10.6;EM:5.0;Other:0.7 | Value:+0.3;Growth:+0.5;Quality:+1.0;Size:+0.6;Momentum:-0.6;LowVol:-0.3 | MaxPos7% | 8 | 25 | 5.4 | trailing 9% | 184 | 22.6 | Volatile | 30.2 | 4.97 | 2.5 | 168 | 38 | 82 | 77 | true | Hedge | Buy index puts 1% notional | 33 | -27 | BrokerD | VWAP | 92 | VAR>budget | Hedge | Risk above budget threshold | 104 | 3 | 156 | 5 | false | Monitor dispersion and breadth |
P7180 | Systematic | IRA | USD | 2024-11-29 | 1,979,780 | 89,008 | 1,890,772 | 1 | 61.5 | 25.8 | 3.1 | 9.5 | XLF:33.3%;BND:33.3%;MUB:33.3% | US:63.3;EU:15.7;APAC:13.5;EM:5.0;Other:2.4 | Value:+0.7;Growth:-0.3;Quality:+0.1;Size:-0.5;Momentum:-0.9;LowVol:+0.6 | null | 6 | 30 | 4.6 | trailing 9% | 175 | 17.7 | Sideways | 15.8 | 4.23 | 2.7 | 132 | -5 | 33 | 44 | false | Buy | Add to core equity +1% | -3 | 8 | BrokerB | MKT | 86 | null | null | Normal monitoring | 88 | -11 | 121 | 5 | false | Tax-aware sells next window |
P7181 | Opportunistic | Roth | USD | 2025-06-09 | 1,101,896 | 86,260 | 1,015,636 | 1 | 73.7 | 18.6 | 0 | 7.7 | VOO:27.7%;MUB:22.8%;TSLA:21.8%;IEF:27.7% | US:70.8;EU:11.5;APAC:6.7;EM:9.3;Other:1.7 | Value:-0.5;Growth:-0.2;Quality:+0.7;Size:-0.4;Momentum:-0.9;LowVol:-0.4 | null | 10 | 30 | 6.1 | trailing 9% | 229 | 24.2 | Bull | 16.9 | 3.97 | 3.3 | 94 | 47 | 80 | 59 | false | Buy | Add to core equity +1% | -5 | -35 | BrokerD | MKT | 86 | null | null | Normal monitoring | 95 | -10 | 83 | 3 | false | Tax-aware sells next window |
P7182 | Opportunistic | Trust | USD | 2025-08-01 | 1,511,939 | 87,341 | 1,424,598 | 1 | 70.7 | 20.6 | 1.6 | 7.2 | GLD:27.2%;BRK.B:26.6%;VNQ:20.8%;MUB:25.4% | US:74.2;EU:8.9;APAC:12.2;EM:4.3;Other:0.5 | Value:-0.9;Growth:-0.8;Quality:-0.5;Size:-0.6;Momentum:+0.4;LowVol:+0.5 | null | 10 | 30 | 4.9 | hard 12% | 231 | 29.9 | Bull | 11.2 | 4.35 | 2.7 | 100 | 56 | 84 | 37 | false | Buy | Add to core equity +1% | -14 | 14 | BrokerA | VWAP | 86 | null | null | Normal monitoring | 88 | -44 | 225 | 4 | false | Within IPS guidelines |
P7183 | Systematic | Roth | USD | 2025-04-19 | 1,631,410 | 92,636 | 1,538,774 | 1 | 60.7 | 21.7 | 9.1 | 8.5 | BRK.B:26.5%;BND:21.0%;HYG:26.5%;MUB:26.1% | US:66.2;EU:6.5;APAC:14.2;EM:8.2;Other:4.8 | Value:+0.6;Growth:-0.3;Quality:-0.1;Size:+0.9;Momentum:-0.8;LowVol:-0.7 | NoDerivatives | 6 | 35 | 4 | trailing 8% | 160 | 20.5 | Volatile | 24.1 | 3.9 | 3.6 | 129 | 13 | 50 | 68 | false | Buy | Add to core equity +1% | -13 | 5 | BrokerA | MKT | 90 | null | null | Normal monitoring | -35 | -24 | -11 | 3 | false | Monitor dispersion and breadth |
P7184 | Cautious | Taxable | USD | 2025-12-05 | 872,804 | 132,419 | 740,385 | 1 | 35.5 | 31.7 | 21.4 | 11.3 | VNQ:20.9%;HYG:20.2%;IEF:22.8%;GLD:13.3%;VOO:22.8% | US:68.5;EU:11.7;APAC:6.1;EM:11.5;Other:2.2 | Value:-0.9;Growth:-0.0;Quality:+0.8;Size:+0.5;Momentum:+0.9;LowVol:-0.2 | NoMargin | 8 | 25 | 5.7 | trailing 8% | 142 | 12 | Volatile | 20.7 | 4.3 | 3.5 | 123 | 62 | 77 | 45 | false | NoAction | Within bands; monitor | -3 | -9 | BrokerC | MKT | 0 | null | null | Normal monitoring | 15 | -2 | 74 | 4 | false | Increase defensive factor exposure |
P7185 | Cautious | Taxable | USD | 2025-09-09 | 209,693 | 23,950 | 185,743 | 1 | 46.9 | 33.8 | 4.6 | 14.7 | MUB:20.6%;AMZN:8.2%;AAPL:16.1%;HYG:20.6%;BRK.B:18.2%;IEF:16.4% | US:74.2;EU:6.6;APAC:9.7;EM:8.5;Other:1.0 | Value:-0.5;Growth:-0.7;Quality:-0.2;Size:+0.2;Momentum:-0.4;LowVol:-0.5 | MaxPos8%;NoMargin | 5 | 35 | 4.2 | trailing 8% | 162 | 13.4 | Volatile | 24.6 | 5.03 | 2.2 | 155 | -22 | 53 | 57 | false | Rebalance | Shift +1% to bonds from equity | -4 | -7 | BrokerD | MKT | 100 | null | null | Normal monitoring | -43 | 3 | 39 | 3 | false | Tighten stops on momentum names |
P7186 | Cautious | IRA | USD | 2025-09-16 | 761,846 | 67,037 | 694,809 | 1 | 47.2 | 34.6 | 6.1 | 12.2 | VTI:23.2%;XLF:22.6%;TSLA:16.2%;MSFT:20.8%;VNQ:17.2% | US:64.3;EU:10.5;APAC:14.0;EM:7.3;Other:4.0 | Value:-0.0;Growth:0.0;Quality:-0.2;Size:-0.4;Momentum:-0.9;LowVol:-0.2 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 10 | 30 | 4.1 | trailing 8% | 168 | 12.4 | Bear | 25.9 | 3.57 | 2.3 | 166 | -52 | 15 | 65 | false | NoAction | Within bands; monitor | -6 | -30 | BrokerC | LMT | 85 | null | null | Normal monitoring | 105 | -52 | 143 | 4 | false | Tighten stops on momentum names |
P7187 | Opportunistic | IRA | USD | 2025-04-04 | 1,552,471 | 137,992 | 1,414,479 | 1 | 75.6 | 17.2 | 0 | 7.3 | BRK.B:11.3%;IEF:22.2%;MSFT:22.1%;HYG:22.2%;AMZN:22.2% | US:55.2;EU:19.2;APAC:10.7;EM:11.7;Other:3.1 | Value:-0.8;Growth:-0.8;Quality:-0.4;Size:+0.2;Momentum:0.0;LowVol:-0.8 | null | 5 | 25 | 6.4 | hard 12% | 246 | 30.3 | Sideways | 19.6 | 4.43 | 2.4 | 110 | 16 | 61 | 59 | false | Sell | Trim extended winner -1% | 15 | 3 | BrokerB | MKT | 90 | null | null | Normal monitoring | 110 | -48 | 96 | 5 | false | Increase defensive factor exposure |
P7188 | Cautious | IRA | USD | 2024-12-22 | 170,583 | 26,757 | 143,826 | 1 | 40.7 | 41.6 | 3.5 | 14.2 | TSLA:35.4%;TLT:35.4%;VNQ:29.2% | US:73.4;EU:6.2;APAC:9.6;EM:9.4;Other:1.4 | Value:+0.6;Growth:+0.2;Quality:-0.4;Size:+0.4;Momentum:0.0;LowVol:+0.3 | MaxPos5%;NoMargin | 5 | 25 | 5 | hard 10% | 114 | 14.4 | Volatile | 30.1 | 4.05 | 2.3 | 157 | -60 | 17 | 57 | false | Rebalance | Shift +1% to bonds from equity | 26 | 11 | BrokerC | LMT | 93 | null | null | Normal monitoring | -8 | -30 | 90 | 4 | false | Monitor dispersion and breadth |
P7189 | Hands-off | Trust | USD | 2024-09-07 | 787,925 | 76,216 | 711,709 | 1 | 62.1 | 29.7 | 1.7 | 6.5 | VTI:12.9%;BND:19.7%;XLF:22.5%;TSLA:22.5%;MSFT:22.5% | US:70.4;EU:6.0;APAC:9.6;EM:11.1;Other:3.0 | Value:0.0;Growth:-0.6;Quality:+0.8;Size:+0.1;Momentum:+1.0;LowVol:+0.7 | null | 8 | 25 | 4.4 | trailing 8% | 147 | 18.3 | Volatile | 22.5 | 4.8 | 2.5 | 132 | 53 | 63 | 67 | false | Rebalance | Shift +1% to bonds from equity | 28 | -29 | BrokerC | MKT | 99 | null | null | Normal monitoring | 110 | 6 | 174 | 5 | false | Tighten stops on momentum names |
P7190 | Opportunistic | Trust | USD | 2025-04-20 | 356,517 | 20,941 | 335,576 | 1 | 62.7 | 16.3 | 16.7 | 4.2 | GLD:21.6%;MSFT:16.7%;IEF:19.9%;VOO:10.3%;TLT:9.9%;HYG:21.6% | US:60.7;EU:19.2;APAC:12.9;EM:6.5;Other:0.7 | Value:+0.3;Growth:+0.9;Quality:+0.5;Size:-0.2;Momentum:-0.1;LowVol:-0.3 | null | 8 | 35 | 6.8 | trailing 7% | 168 | 21.3 | Bull | 13.5 | 3.77 | 2.6 | 74 | 63 | 72 | 37 | false | Sell | Trim extended winner -1% | 18 | -16 | BrokerA | MKT | 90 | null | null | Normal monitoring | 111 | -4 | 223 | 4 | false | Tax-aware sells next window |
P7191 | Systematic | 401k | USD | 2025-05-21 | 561,467 | 51,577 | 509,890 | 1 | 64.6 | 28.5 | 0 | 6.9 | TSLA:11.1%;VTI:25.1%;TLT:25.1%;XLF:11.3%;MSFT:17.4%;BRK.B:10.1% | US:55.8;EU:18.6;APAC:11.3;EM:11.3;Other:3.0 | Value:-0.5;Growth:-0.2;Quality:-0.2;Size:-0.8;Momentum:-0.2;LowVol:-0.3 | null | 6 | 30 | 4.3 | trailing 8% | 176 | 27.5 | Volatile | 20.2 | 4.63 | 2.5 | 158 | -8 | 34 | 57 | false | Rebalance | Shift +1% to bonds from equity | -15 | 5 | BrokerC | MKT | 92 | null | null | Normal monitoring | 38 | -7 | 70 | 3 | false | Monitor dispersion and breadth |
P7192 | Cautious | IRA | USD | 2025-06-12 | 397,091 | 32,218 | 364,873 | 1 | 38.3 | 31.9 | 13.9 | 15.9 | MSFT:29.0%;VNQ:13.0%;BND:29.0%;TLT:29.0% | US:74.1;EU:6.7;APAC:7.9;EM:10.9;Other:0.3 | Value:-0.5;Growth:+0.2;Quality:-0.3;Size:-0.9;Momentum:-0.9;LowVol:+0.5 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 7 | 25 | 4.6 | hard 10% | 143 | 13.1 | Bull | 14.3 | 4.35 | 2.2 | 97 | 69 | 91 | 30 | false | Sell | Trim extended winner -1% | 33 | 5 | BrokerC | MKT | 88 | null | null | Normal monitoring | 51 | 3 | 104 | 4 | false | Monitor dispersion and breadth |
P7193 | Hands-off | Trust | USD | 2024-09-25 | 828,312 | 38,298 | 790,014 | 1 | 64.8 | 20.1 | 7.4 | 7.7 | AAPL:33.9%;TLT:33.9%;XLF:32.1% | US:62.9;EU:17.2;APAC:12.9;EM:5.9;Other:1.1 | Value:+0.3;Growth:+0.7;Quality:+0.3;Size:-0.2;Momentum:-0.4;LowVol:+0.4 | ESGOnly | 7 | 30 | 5.5 | trailing 8% | 161 | 12.5 | Sideways | 20.5 | 4.63 | 3.2 | 93 | -14 | 30 | 59 | false | Buy | Add to core equity +1% | -5 | -23 | BrokerD | MKT | 98 | null | null | Normal monitoring | 24 | -43 | 82 | 3 | false | Tax-aware sells next window |
P7194 | Systematic | Trust | USD | 2025-05-24 | 1,991,329 | 121,905 | 1,869,424 | 1 | 63.7 | 21.6 | 6.2 | 8.5 | XLF:25.0%;BRK.B:25.0%;QQQ:25.0%;MUB:25.0% | US:70.1;EU:13.3;APAC:6.7;EM:9.7;Other:0.2 | Value:-0.1;Growth:+0.3;Quality:-1.0;Size:-0.5;Momentum:-0.2;LowVol:-0.7 | MaxPos8% | 8 | 35 | 4.8 | trailing 8% | 157 | 21.6 | Bull | 17.8 | 4.96 | 2.8 | 74 | 118 | 100 | 45 | false | Buy | Add to core equity +1% | 9 | 14 | BrokerC | LMT | 85 | null | null | Normal monitoring | -48 | -39 | 71 | 3 | false | Increase defensive factor exposure |
P7195 | Hands-off | Taxable | USD | 2025-03-21 | 528,206 | 24,868 | 503,338 | 1 | 72.8 | 18.9 | 1.8 | 6.4 | HYG:20.7%;BND:20.7%;AAPL:20.7%;VTI:6.2%;GLD:10.8%;VNQ:20.7% | US:61.5;EU:17.1;APAC:13.6;EM:6.8;Other:1.0 | Value:+0.5;Growth:-0.3;Quality:-0.3;Size:+0.1;Momentum:-0.6;LowVol:+0.5 | ESGOnly | 7 | 25 | 5.3 | trailing 8% | 132 | 17.7 | Sideways | 20.3 | 3.76 | 2.4 | 94 | 38 | 64 | 68 | false | Hedge | Add TLT +1% as duration hedge | 1 | 6 | BrokerC | LMT | 100 | null | null | Normal monitoring | 96 | -53 | 223 | 3 | false | Tighten stops on momentum names |
P7196 | Hands-off | Roth | USD | 2025-09-22 | 586,291 | 34,487 | 551,804 | 1 | 60.7 | 21.4 | 10.8 | 7.1 | IEF:11.3%;TLT:18.8%;QQQ:16.0%;HYG:20.3%;AAPL:14.1%;VNQ:19.5% | US:68.4;EU:13.8;APAC:8.8;EM:6.5;Other:2.4 | Value:+0.7;Growth:+0.9;Quality:+0.6;Size:+0.4;Momentum:-0.7;LowVol:0.0 | ESGOnly | 7 | 35 | 5.1 | hard 10% | 113 | 19 | Bull | 12.5 | 4.37 | 2.2 | 79 | 113 | 100 | 44 | false | Rebalance | Shift +1% to bonds from equity | 33 | -4 | BrokerA | MKT | 88 | null | null | Normal monitoring | 0 | 12 | 95 | 4 | false | Increase defensive factor exposure |
P7197 | Hands-off | IRA | USD | 2025-09-09 | 777,329 | 66,591 | 710,738 | 1 | 64.8 | 16.1 | 12.1 | 7 | XLF:17.4%;AAPL:22.3%;QQQ:11.0%;BRK.B:24.6%;MUB:24.6% | US:65.0;EU:18.8;APAC:7.7;EM:7.8;Other:0.7 | Value:-0.4;Growth:+0.4;Quality:-0.6;Size:+0.9;Momentum:-0.4;LowVol:+0.4 | ESGOnly | 5 | 30 | 5.1 | trailing 8% | 101 | 13.1 | Bear | 28.5 | 4 | 1.6 | 134 | -31 | 42 | 67 | false | Buy | Add to core equity +1% | 3 | -31 | BrokerB | LMT | 93 | null | null | Normal monitoring | 100 | -52 | 89 | 4 | false | Monitor dispersion and breadth |
P7198 | Cautious | Trust | USD | 2025-04-25 | 295,722 | 32,558 | 263,164 | 1 | 40.4 | 41.6 | 3.7 | 14.3 | VOO:27.1%;BRK.B:27.1%;AMZN:18.6%;QQQ:27.1% | US:67.0;EU:6.2;APAC:13.9;EM:9.5;Other:3.5 | Value:+0.7;Growth:-0.6;Quality:+0.7;Size:-0.6;Momentum:-0.3;LowVol:-0.9 | ESGOnly;MaxPos7%;NoMargin | 10 | 30 | 4.6 | hard 10% | 115 | 12.6 | Sideways | 16.3 | 3.99 | 3.2 | 127 | -21 | 47 | 35 | false | Hedge | Add TLT +1% as duration hedge | -3 | -27 | BrokerC | MKT | 92 | null | null | Normal monitoring | 53 | -37 | 95 | 3 | false | Within IPS guidelines |
P7199 | Hands-off | Roth | USD | 2025-07-31 | 782,838 | 31,329 | 751,509 | 1 | 56.8 | 19.9 | 15 | 8.3 | AMZN:20.5%;IEF:16.6%;MSFT:13.5%;TLT:12.3%;GLD:16.7%;XLF:20.5% | US:75.2;EU:6.6;APAC:6.5;EM:9.6;Other:2.2 | Value:-0.9;Growth:-0.3;Quality:+0.2;Size:+1.0;Momentum:+0.4;LowVol:+0.7 | ESGOnly;MaxPos7% | 5 | 35 | 5.5 | trailing 8% | 163 | 15.5 | Bull | 11 | 4.3 | 3.1 | 116 | 76 | 99 | 41 | false | NoAction | Within bands; monitor | 12 | 7 | BrokerB | LMT | 93 | null | null | Normal monitoring | 81 | -18 | 200 | 5 | false | Tax-aware sells next window |
P7200 | Opportunistic | 401k | USD | 2025-04-17 | 1,701,913 | 118,007 | 1,583,906 | 1.15 | 71.9 | 19.8 | 0 | 8.3 | BRK.B:33.3%;IEF:33.3%;MUB:33.3% | US:66.3;EU:16.9;APAC:8.7;EM:7.5;Other:0.7 | Value:-0.8;Growth:-0.5;Quality:+1.0;Size:-0.5;Momentum:+0.7;LowVol:+0.2 | null | 10 | 25 | 5 | hard 12% | 171 | 26.6 | Bear | 30.9 | 4.49 | 2.5 | 178 | -77 | 8 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | -24 | BrokerB | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | 78 | 16 | 134 | 2 | false | Tighten stops on momentum names |
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