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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7201 | Active | Taxable | USD | 2024-08-22 | 1,950,549 | 139,248 | 1,811,301 | 1 | 55.9 | 29.9 | 8.6 | 5.6 | VNQ:15.6%;BRK.B:21.8%;GLD:7.0%;MSFT:21.8%;AAPL:12.0%;VOO:21.8% | US:70.9;EU:7.0;APAC:8.9;EM:11.0;Other:2.2 | Value:+0.2;Growth:-0.5;Quality:+0.9;Size:-0.1;Momentum:+0.9;LowVol:+0.6 | null | 6 | 30 | 5.5 | trailing 9% | 130 | 16.3 | Volatile | 21.7 | 4.58 | 3.8 | 134 | 46 | 81 | 54 | false | NoAction | Within bands; monitor | -3 | -28 | BrokerB | MKT | 0 | null | null | Normal monitoring | -14 | -39 | -51 | 5 | false | Tighten stops on momentum names |
P7202 | Cautious | IRA | USD | 2025-02-17 | 367,381 | 36,882 | 330,499 | 1 | 36.8 | 36.8 | 8.8 | 17.5 | HYG:23.1%;VNQ:23.1%;IEF:16.9%;VOO:23.1%;AMZN:13.8% | US:63.4;EU:16.0;APAC:10.0;EM:9.9;Other:0.7 | Value:+0.8;Growth:+1.0;Quality:+0.6;Size:-0.7;Momentum:-0.5;LowVol:+0.4 | ESGOnly;NoMargin | 5 | 25 | 4 | hard 10% | 112 | 12.6 | Volatile | 31.5 | 3.69 | 4 | 131 | 2 | 36 | 64 | false | NoAction | Within bands; monitor | 30 | 5 | BrokerA | LMT | 94 | null | null | Normal monitoring | 41 | -40 | 5 | 3 | false | Increase defensive factor exposure |
P7203 | Cautious | Roth | USD | 2024-12-21 | 244,112 | 31,407 | 212,705 | 1 | 46.7 | 39.7 | 0 | 13.6 | BND:18.8%;TLT:15.6%;TSLA:17.5%;QQQ:16.2%;XLF:20.7%;MUB:11.2% | US:65.8;EU:14.9;APAC:8.9;EM:7.3;Other:3.1 | Value:+0.6;Growth:+0.5;Quality:+0.5;Size:+0.9;Momentum:+0.5;LowVol:+0.7 | NoMargin | 6 | 25 | 5.4 | trailing 8% | 110 | 14.9 | Bull | 17.9 | 4.25 | 2.7 | 98 | 57 | 63 | 47 | false | Buy | Add to core equity +1% | 14 | 15 | BrokerA | VWAP | 97 | null | null | Normal monitoring | -23 | 13 | -6 | 4 | false | Within IPS guidelines |
P7204 | Active | 401k | USD | 2025-03-26 | 2,374,833 | 258,730 | 2,116,103 | 1 | 54.9 | 28 | 9.5 | 7.6 | MSFT:33.7%;VOO:33.7%;VTI:32.5% | US:71.0;EU:8.3;APAC:14.1;EM:6.2;Other:0.5 | Value:-0.6;Growth:-0.8;Quality:-0.6;Size:+0.2;Momentum:+0.6;LowVol:-0.5 | MaxPos8%;NoDerivatives | 5 | 30 | 5.7 | hard 12% | 216 | 26.4 | Volatile | 25.7 | 4.09 | 3.7 | 131 | -35 | 19 | 57 | false | Rebalance | Shift +1% to bonds from equity | -15 | -21 | BrokerD | MKT | 88 | null | null | Normal monitoring | -19 | 10 | -56 | 4 | false | Monitor dispersion and breadth |
P7205 | Cautious | Trust | USD | 2024-08-17 | 866,422 | 72,799 | 793,623 | 1 | 39.6 | 35.5 | 14.4 | 10.5 | HYG:33.3%;MSFT:33.3%;VTI:33.3% | US:59.0;EU:18.5;APAC:9.3;EM:13.0;Other:0.2 | Value:+0.9;Growth:-0.7;Quality:+0.7;Size:-0.9;Momentum:+0.1;LowVol:-0.9 | ESGOnly;MaxPos5%;NoMargin | 7 | 30 | 3.9 | trailing 8% | 90 | 19.9 | Bear | 31 | 3.68 | 2.7 | 167 | -54 | 19 | 56 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -36 | BrokerD | LMT | 94 | VAR>budget | Reduce | Risk above budget threshold | 27 | 20 | 144 | 3 | false | Tax-aware sells next window |
P7206 | Active | Roth | USD | 2025-12-23 | 1,848,379 | 142,329 | 1,706,050 | 1.1 | 67.4 | 24.2 | 2.2 | 6.3 | AMZN:20.9%;VNQ:21.6%;HYG:21.6%;VOO:14.3%;TLT:21.6% | US:73.1;EU:11.7;APAC:11.7;EM:2.9;Other:0.6 | Value:+0.7;Growth:-0.5;Quality:+0.1;Size:+0.2;Momentum:+0.8;LowVol:-0.0 | MaxPos7% | 5 | 25 | 5.9 | hard 12% | 184 | 22.9 | Bull | 16.8 | 4.19 | 2.6 | 79 | 99 | 100 | 53 | false | Buy | Add to core equity +1% | 9 | 4 | BrokerA | MKT | 95 | null | null | Normal monitoring | 5 | -24 | 80 | 4 | false | Tighten stops on momentum names |
P7207 | Cautious | Trust | USD | 2025-10-31 | 573,970 | 51,980 | 521,990 | 1 | 44.4 | 42.5 | 0 | 13.1 | VTI:23.4%;MSFT:10.2%;MUB:23.4%;VOO:19.6%;GLD:23.4% | US:74.3;EU:8.2;APAC:12.8;EM:3.3;Other:1.4 | Value:+0.2;Growth:-0.2;Quality:-0.4;Size:+0.3;Momentum:-0.0;LowVol:-0.0 | NoDerivatives;NoMargin | 10 | 25 | 5.7 | trailing 8% | 161 | 19.4 | Volatile | 22.3 | 3.55 | 2.1 | 142 | -52 | 25 | 56 | false | Rebalance | Shift +1% to bonds from equity | 9 | 5 | BrokerB | LMT | 86 | null | null | Normal monitoring | 24 | -11 | 108 | 3 | false | Increase defensive factor exposure |
P7208 | Cautious | Taxable | USD | 2024-07-24 | 214,325 | 23,596 | 190,729 | 1 | 45.9 | 36 | 4.9 | 13.2 | MSFT:21.6%;GLD:16.6%;MUB:21.6%;VTI:12.5%;XLF:18.2%;IEF:9.6% | US:64.6;EU:17.0;APAC:6.6;EM:7.7;Other:4.1 | Value:+0.7;Growth:-0.9;Quality:+0.5;Size:-0.4;Momentum:-0.5;LowVol:-0.5 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 10 | 35 | 4.3 | hard 10% | 92 | 16.1 | Bear | 22.5 | 4.41 | 2.9 | 174 | -46 | 31 | 56 | false | Buy | Add to core equity +1% | 1 | -14 | BrokerD | MKT | 86 | null | null | Normal monitoring | -50 | -44 | -63 | 4 | false | Tax-aware sells next window |
P7209 | Opportunistic | Trust | USD | 2024-10-14 | 1,564,463 | 59,928 | 1,504,535 | 1.17 | 66.9 | 17.5 | 9.7 | 5.8 | AMZN:25.0%;XLF:25.0%;TSLA:25.0%;VOO:25.0% | US:61.4;EU:18.3;APAC:9.5;EM:6.6;Other:4.2 | Value:-0.5;Growth:+0.8;Quality:-0.2;Size:+0.1;Momentum:+0.1;LowVol:-0.1 | null | 7 | 25 | 5.3 | trailing 7% | 197 | 28.9 | Bull | 15.1 | 3.81 | 3.3 | 103 | 15 | 52 | 45 | false | Sell | Trim extended winner -1% | 34 | -22 | BrokerA | LMT | 100 | null | null | Normal monitoring | 64 | -9 | 65 | 5 | false | Within IPS guidelines |
P7210 | Systematic | 401k | USD | 2024-08-28 | 441,668 | 42,383 | 399,285 | 1 | 59.7 | 27 | 8.1 | 5.2 | BRK.B:25.0%;AMZN:25.0%;IEF:25.0%;AAPL:25.0% | US:65.6;EU:13.6;APAC:10.3;EM:8.4;Other:2.1 | Value:-0.7;Growth:-0.7;Quality:-0.8;Size:-0.8;Momentum:0.0;LowVol:+0.1 | null | 10 | 30 | 4.5 | hard 12% | 183 | 25.8 | Volatile | 30.4 | 5.33 | 4.3 | 139 | 40 | 85 | 79 | true | Rebalance | Rebalance back to target bands | -7 | -5 | BrokerD | LMT | 90 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 15 | -24 | 19 | 5 | false | Within IPS guidelines |
P7211 | Hands-off | Trust | USD | 2025-04-07 | 204,604 | 16,945 | 187,659 | 1 | 69 | 15.5 | 6.7 | 8.7 | VNQ:15.7%;IEF:15.8%;BND:23.8%;GLD:23.8%;TLT:20.9% | US:68.2;EU:9.4;APAC:10.0;EM:10.2;Other:2.2 | Value:-0.7;Growth:+0.6;Quality:+0.3;Size:+0.6;Momentum:+0.5;LowVol:-0.6 | ESGOnly;MaxPos5%;NoDerivatives | 6 | 30 | 5.3 | trailing 8% | 98 | 16.3 | Bull | 11 | 3.75 | 2.1 | 94 | 108 | 100 | 52 | false | Rebalance | Shift +1% to bonds from equity | -5 | -13 | BrokerC | LMT | 100 | null | null | Normal monitoring | -11 | -12 | 37 | 3 | false | Monitor dispersion and breadth |
P7212 | Active | Taxable | USD | 2025-06-25 | 1,220,168 | 143,697 | 1,076,471 | 1 | 58 | 28.9 | 6.9 | 6.2 | BND:25.3%;IEF:15.8%;QQQ:11.1%;GLD:25.3%;MUB:22.5% | US:67.2;EU:8.6;APAC:12.0;EM:9.7;Other:2.5 | Value:+0.9;Growth:+0.9;Quality:+0.4;Size:+0.2;Momentum:+0.2;LowVol:-0.8 | MaxPos6%;NoDerivatives | 7 | 30 | 5.3 | trailing 9% | 177 | 22.5 | Volatile | 27.6 | 4.42 | 2.6 | 156 | -42 | 42 | 62 | false | Sell | Trim extended winner -1% | -14 | 10 | BrokerB | LMT | 88 | null | null | Normal monitoring | 53 | -25 | 142 | 5 | false | Monitor dispersion and breadth |
P7213 | Active | Trust | USD | 2025-04-19 | 1,341,362 | 136,696 | 1,204,666 | 1 | 57.7 | 28.4 | 4.2 | 9.8 | XLF:24.1%;BND:18.1%;MSFT:11.7%;IEF:22.1%;AAPL:24.1% | US:69.4;EU:5.9;APAC:16.3;EM:7.2;Other:1.2 | Value:-0.3;Growth:+0.7;Quality:0.0;Size:+0.3;Momentum:+0.9;LowVol:+0.1 | MaxPos6% | 6 | 25 | 5.8 | trailing 8% | 132 | 19.7 | Volatile | 30.5 | 4.59 | 2.7 | 160 | 54 | 66 | 76 | true | Hedge | Buy index puts 1% notional | 33 | -13 | BrokerB | VWAP | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 5 | -18 | 64 | 3 | false | Increase defensive factor exposure |
P7214 | Active | Trust | USD | 2025-04-27 | 673,857 | 59,677 | 614,180 | 1 | 65.5 | 25.4 | 0 | 9.1 | MSFT:13.3%;TLT:14.2%;XLF:15.6%;VOO:16.5%;IEF:20.4%;MUB:20.0% | US:63.5;EU:8.9;APAC:13.6;EM:13.8;Other:0.1 | Value:-0.8;Growth:-0.8;Quality:-0.4;Size:+0.1;Momentum:+0.4;LowVol:+0.6 | null | 6 | 30 | 4.8 | hard 12% | 180 | 25.7 | Bear | 23 | 4.21 | 1.3 | 158 | -119 | 5 | 55 | false | Sell | Trim extended winner -1% | 30 | -22 | BrokerC | LMT | 92 | null | null | Normal monitoring | 37 | 8 | 46 | 5 | false | Increase defensive factor exposure |
P7215 | Opportunistic | IRA | USD | 2025-11-10 | 332,424 | 11,358 | 321,066 | 1 | 63.3 | 16.9 | 12.9 | 6.8 | IEF:21.1%;AAPL:14.7%;VOO:18.5%;AMZN:13.1%;GLD:21.1%;TLT:11.5% | US:66.8;EU:6.0;APAC:14.4;EM:9.2;Other:3.7 | Value:+0.4;Growth:-0.2;Quality:+0.8;Size:-0.3;Momentum:-0.7;LowVol:+0.5 | null | 6 | 30 | 6.7 | trailing 7% | 167 | 20.5 | Bull | 16.9 | 4.07 | 3.4 | 95 | 79 | 94 | 44 | false | Sell | Trim extended winner -1% | 14 | 14 | BrokerA | LMT | 99 | null | null | Normal monitoring | 75 | -18 | 153 | 4 | false | Tax-aware sells next window |
P7216 | Cautious | Trust | USD | 2025-03-30 | 325,260 | 41,132 | 284,128 | 1 | 35.5 | 31.7 | 15.8 | 17.1 | HYG:33.3%;VOO:33.3%;AAPL:33.3% | US:69.2;EU:12.3;APAC:7.1;EM:8.8;Other:2.6 | Value:-0.0;Growth:+0.9;Quality:+0.5;Size:+0.5;Momentum:+0.2;LowVol:-0.2 | ESGOnly;MaxPos8%;NoMargin | 10 | 35 | 4.3 | trailing 10% | 112 | 18.5 | Bull | 14.7 | 4.07 | 2.7 | 78 | 54 | 75 | 32 | false | Rebalance | Shift +1% to bonds from equity | -2 | 14 | BrokerB | MKT | 93 | null | null | Normal monitoring | 90 | -39 | 136 | 5 | false | Increase defensive factor exposure |
P7217 | Hands-off | IRA | USD | 2025-04-08 | 567,518 | 47,171 | 520,347 | 1 | 64.6 | 27.2 | 0 | 8.2 | VNQ:16.4%;TSLA:21.1%;MUB:17.7%;QQQ:8.0%;TLT:21.1%;HYG:15.8% | US:70.8;EU:15.8;APAC:8.7;EM:3.2;Other:1.5 | Value:-0.3;Growth:-0.0;Quality:+0.9;Size:+0.7;Momentum:-0.5;LowVol:+0.9 | null | 10 | 30 | 6 | trailing 8% | 158 | 13.7 | Bull | 15.1 | 4.62 | 3.2 | 109 | 104 | 100 | 49 | false | Hedge | Add TLT +1% as duration hedge | -12 | -25 | BrokerC | MKT | 99 | null | null | Normal monitoring | 39 | 3 | 69 | 3 | false | Tax-aware sells next window |
P7218 | Hands-off | Taxable | USD | 2024-08-22 | 378,904 | 32,235 | 346,669 | 1 | 62.6 | 20 | 8.7 | 8.6 | XLF:20.2%;TSLA:15.9%;BND:20.3%;GLD:17.3%;MSFT:11.0%;MUB:15.3% | US:70.3;EU:10.5;APAC:9.6;EM:7.3;Other:2.2 | Value:+0.9;Growth:+0.4;Quality:+0.8;Size:-0.9;Momentum:+0.6;LowVol:+0.6 | MaxPos8%;NoDerivatives | 10 | 30 | 3.3 | trailing 8% | 139 | 14.5 | Bull | 15.8 | 3.83 | 2.5 | 116 | 113 | 100 | 52 | false | Buy | Add to core equity +1% | 18 | -19 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 82 | -46 | 111 | 5 | false | Increase defensive factor exposure |
P7219 | Cautious | IRA | USD | 2025-06-29 | 398,585 | 58,506 | 340,079 | 1 | 42.6 | 38.2 | 8.7 | 10.5 | BRK.B:33.3%;IEF:33.3%;QQQ:33.3% | US:65.0;EU:11.7;APAC:14.0;EM:5.2;Other:4.1 | Value:-0.6;Growth:+0.5;Quality:-0.9;Size:+0.8;Momentum:-0.2;LowVol:+0.2 | ESGOnly;NoDerivatives;NoMargin | 6 | 30 | 3.8 | trailing 8% | 142 | 17.9 | Volatile | 28.2 | 4.24 | 3.1 | 111 | -6 | 59 | 55 | false | Buy | Add to core equity +1% | -4 | -39 | BrokerC | MKT | 91 | null | null | Normal monitoring | 35 | -47 | 95 | 5 | false | Monitor dispersion and breadth |
P7220 | Systematic | IRA | USD | 2024-12-10 | 879,848 | 54,575 | 825,273 | 1 | 60.1 | 26.2 | 5.8 | 7.9 | BND:25.0%;MUB:25.0%;QQQ:25.0%;GLD:25.0% | US:71.1;EU:6.7;APAC:12.5;EM:7.3;Other:2.3 | Value:-0.4;Growth:+0.4;Quality:+0.3;Size:-0.0;Momentum:-0.6;LowVol:+0.1 | MaxPos6%;NoDerivatives | 6 | 25 | 4.1 | trailing 9% | 145 | 16.5 | Bull | 15.7 | 4.94 | 3.3 | 90 | 34 | 81 | 50 | false | Sell | Trim extended winner -1% | 7 | -35 | BrokerC | MKT | 97 | null | null | Normal monitoring | 49 | -12 | 177 | 5 | false | Tax-aware sells next window |
P7221 | Hands-off | Taxable | USD | 2024-09-05 | 599,842 | 53,436 | 546,406 | 1 | 60 | 20 | 13.3 | 6.8 | QQQ:26.2%;XLF:26.2%;BRK.B:26.2%;AMZN:21.4% | US:64.0;EU:16.4;APAC:8.4;EM:8.6;Other:2.7 | Value:-0.4;Growth:+0.3;Quality:+0.7;Size:+0.4;Momentum:+0.8;LowVol:+0.8 | ESGOnly;MaxPos8% | 7 | 30 | 3.9 | trailing 8% | 166 | 15.2 | Bear | 34 | 4.29 | 2 | 175 | 14 | 66 | 74 | true | Hedge | Buy index puts 1% notional | -10 | 8 | BrokerA | VWAP | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -7 | -22 | 33 | 4 | false | Monitor dispersion and breadth |
P7222 | Cautious | Roth | USD | 2025-07-16 | 392,109 | 62,665 | 329,444 | 1 | 52.7 | 31.4 | 1.1 | 14.7 | TLT:23.7%;VNQ:11.4%;BRK.B:23.7%;TSLA:18.8%;AAPL:22.3% | US:59.0;EU:16.7;APAC:9.2;EM:9.9;Other:5.2 | Value:-0.8;Growth:+0.8;Quality:-0.4;Size:-0.8;Momentum:+0.4;LowVol:-0.1 | NoMargin | 8 | 35 | 4.1 | trailing 10% | 135 | 14.6 | Sideways | 17.2 | 4.5 | 3.1 | 106 | -6 | 52 | 50 | false | NoAction | Within bands; monitor | 35 | -18 | BrokerD | MKT | 0 | null | null | Normal monitoring | 31 | 6 | 10 | 4 | false | Monitor dispersion and breadth |
P7223 | Active | IRA | USD | 2025-08-13 | 1,463,140 | 146,396 | 1,316,744 | 1 | 68.6 | 21.7 | 0 | 9.7 | TLT:25.4%;TSLA:25.4%;AMZN:25.4%;MSFT:23.9% | US:76.1;EU:8.4;APAC:9.2;EM:4.9;Other:1.5 | Value:+0.6;Growth:+0.9;Quality:+0.5;Size:0.0;Momentum:-0.9;LowVol:+0.8 | NoDerivatives | 5 | 35 | 4.2 | trailing 8% | 226 | 20.4 | Volatile | 22.6 | 3.93 | 3.6 | 138 | -10 | 36 | 72 | true | Hedge | Buy index puts 1% notional | 20 | -31 | BrokerD | MKT | 87 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 106 | -33 | 211 | 4 | false | Increase defensive factor exposure |
P7224 | Hands-off | 401k | USD | 2025-06-26 | 556,252 | 28,826 | 527,426 | 1 | 60.2 | 24.4 | 10.2 | 5.3 | IEF:21.3%;MUB:15.7%;TSLA:12.5%;VTI:20.1%;BND:18.6%;GLD:11.8% | US:66.4;EU:13.6;APAC:8.6;EM:7.5;Other:3.9 | Value:-0.2;Growth:+0.4;Quality:-0.4;Size:+0.2;Momentum:+0.6;LowVol:-0.7 | MaxPos7% | 10 | 30 | 3.1 | trailing 8% | 133 | 18 | Volatile | 20.4 | 5.5 | 2.7 | 153 | -45 | 41 | 49 | false | Rebalance | Shift +1% to bonds from equity | 6 | -3 | BrokerC | LMT | 100 | null | null | Normal monitoring | -5 | -23 | -44 | 5 | false | Increase defensive factor exposure |
P7225 | Active | Trust | USD | 2024-08-13 | 520,251 | 46,050 | 474,201 | 1 | 53.4 | 26.3 | 11.6 | 8.8 | QQQ:33.3%;IEF:33.3%;MUB:33.3% | US:67.2;EU:13.4;APAC:11.4;EM:3.4;Other:4.7 | Value:+0.8;Growth:-0.9;Quality:-0.6;Size:+0.3;Momentum:+0.2;LowVol:-0.5 | null | 7 | 35 | 5.4 | hard 12% | 163 | 22.6 | Volatile | 24.7 | 5.24 | 2.9 | 162 | 72 | 93 | 68 | false | Rebalance | Shift +1% to bonds from equity | 22 | 4 | BrokerA | MKT | 86 | null | null | Normal monitoring | 15 | -22 | -17 | 3 | false | Tighten stops on momentum names |
P7226 | Cautious | Trust | USD | 2024-07-25 | 510,512 | 62,223 | 448,289 | 1 | 44 | 43.2 | 0 | 12.8 | GLD:15.0%;IEF:10.0%;VTI:14.5%;TLT:20.7%;BND:20.7%;MSFT:19.1% | US:72.9;EU:7.0;APAC:13.9;EM:5.8;Other:0.5 | Value:+0.7;Growth:+1.0;Quality:-1.0;Size:-0.4;Momentum:+0.6;LowVol:+0.6 | ESGOnly;NoMargin | 6 | 35 | 4.8 | hard 10% | 137 | 15.6 | Bear | 32.2 | 3.05 | 1.4 | 160 | -67 | 13 | 77 | true | Hedge | Buy index puts 1% notional | 3 | -38 | BrokerA | MKT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 51 | -46 | 36 | 2 | false | Within IPS guidelines |
P7227 | Hands-off | Trust | USD | 2025-08-08 | 836,739 | 63,060 | 773,679 | 1 | 64.3 | 25 | 2.9 | 7.7 | IEF:33.3%;QQQ:33.3%;VNQ:33.3% | US:67.0;EU:9.3;APAC:8.2;EM:12.6;Other:2.9 | Value:-1.0;Growth:-0.6;Quality:-0.6;Size:+0.3;Momentum:+0.1;LowVol:+0.4 | MaxPos8%;NoDerivatives | 10 | 35 | 3.6 | trailing 8% | 97 | 13.1 | Sideways | 19.7 | 3.7 | 2.5 | 121 | 42 | 64 | 52 | false | Rebalance | Shift +1% to bonds from equity | 35 | 4 | BrokerA | LMT | 87 | null | null | Normal monitoring | -33 | -20 | -9 | 4 | false | Monitor dispersion and breadth |
P7228 | Hands-off | Trust | USD | 2024-12-11 | 794,179 | 69,337 | 724,842 | 1 | 68.8 | 20.6 | 2.8 | 7.7 | VOO:33.3%;XLF:33.3%;HYG:33.3% | US:60.5;EU:15.9;APAC:10.4;EM:8.5;Other:4.7 | Value:+0.3;Growth:+1.0;Quality:-0.7;Size:-0.4;Momentum:+0.4;LowVol:-0.3 | ESGOnly | 10 | 35 | 4.8 | hard 10% | 123 | 18.2 | Sideways | 21.3 | 3.76 | 2.7 | 125 | 52 | 71 | 65 | false | Sell | Trim extended winner -1% | 18 | 1 | BrokerA | LMT | 98 | null | null | Normal monitoring | 29 | 4 | 63 | 5 | false | Within IPS guidelines |
P7229 | Hands-off | Trust | USD | 2024-10-10 | 886,529 | 65,826 | 820,703 | 1 | 60.6 | 28.9 | 1.5 | 9 | IEF:9.8%;QQQ:16.8%;XLF:21.1%;AMZN:20.6%;TSLA:21.1%;GLD:10.7% | US:57.9;EU:14.9;APAC:11.7;EM:11.8;Other:3.8 | Value:-0.1;Growth:+0.6;Quality:-0.4;Size:-0.9;Momentum:+0.8;LowVol:+0.3 | MaxPos7% | 6 | 35 | 3.2 | trailing 8% | 170 | 15.5 | Sideways | 15.3 | 3.86 | 3.3 | 114 | 25 | 51 | 45 | false | Buy | Add to core equity +1% | 22 | -36 | BrokerB | VWAP | 95 | null | null | Normal monitoring | -53 | 8 | 31 | 4 | false | Tax-aware sells next window |
P7230 | Systematic | Roth | USD | 2025-08-03 | 1,108,777 | 78,498 | 1,030,279 | 1 | 62.7 | 29.3 | 0 | 7.9 | VOO:10.3%;TLT:23.8%;XLF:23.8%;VTI:23.8%;QQQ:18.4% | US:59.6;EU:17.1;APAC:8.0;EM:10.8;Other:4.5 | Value:-0.6;Growth:-0.6;Quality:+0.6;Size:+0.6;Momentum:+0.9;LowVol:-0.2 | NoDerivatives | 8 | 25 | 5.7 | hard 12% | 166 | 27.3 | Bull | 14 | 4.59 | 3.5 | 83 | 34 | 75 | 52 | false | Rebalance | Shift +1% to bonds from equity | -12 | -13 | BrokerB | MKT | 97 | null | null | Normal monitoring | 85 | -22 | 60 | 4 | false | Tighten stops on momentum names |
P7231 | Systematic | 401k | USD | 2025-05-27 | 1,870,207 | 87,209 | 1,782,998 | 1 | 61 | 26 | 5.2 | 7.8 | QQQ:11.6%;VOO:22.6%;MSFT:22.6%;MUB:21.8%;TSLA:21.4% | US:70.9;EU:10.2;APAC:9.0;EM:7.5;Other:2.5 | Value:-0.6;Growth:+0.1;Quality:+0.2;Size:-1.0;Momentum:-0.4;LowVol:+0.5 | null | 6 | 30 | 4.9 | trailing 9% | 225 | 21.7 | Bear | 29.7 | 3.22 | 2.8 | 213 | -82 | 22 | 69 | false | Buy | Add to core equity +1% | 31 | -16 | BrokerD | LMT | 92 | null | null | Normal monitoring | 85 | -39 | 186 | 5 | false | Increase defensive factor exposure |
P7232 | Cautious | 401k | USD | 2025-01-24 | 417,779 | 62,120 | 355,659 | 1 | 39.3 | 38.8 | 8.6 | 13.2 | HYG:33.3%;XLF:33.3%;TLT:33.3% | US:74.6;EU:5.5;APAC:13.2;EM:5.6;Other:1.0 | Value:-0.0;Growth:+0.6;Quality:+0.8;Size:+0.7;Momentum:+0.5;LowVol:+0.3 | ESGOnly;MaxPos5%;NoMargin | 7 | 25 | 3.3 | trailing 8% | 105 | 18.3 | Bull | 13.7 | 4.43 | 2.4 | 74 | 0 | 57 | 22 | false | Hedge | Add TLT +1% as duration hedge | -8 | 5 | BrokerC | MKT | 86 | null | null | Normal monitoring | 61 | -32 | 151 | 3 | false | Monitor dispersion and breadth |
P7233 | Cautious | IRA | USD | 2025-10-22 | 713,439 | 112,082 | 601,357 | 1 | 35.9 | 33.5 | 17.4 | 13.2 | AAPL:13.5%;HYG:28.8%;IEF:28.8%;TLT:28.8% | US:53.9;EU:16.0;APAC:14.6;EM:10.9;Other:4.7 | Value:+0.3;Growth:+0.2;Quality:+0.8;Size:-1.0;Momentum:+0.7;LowVol:+0.8 | ESGOnly;NoMargin | 8 | 30 | 5.6 | trailing 8% | 139 | 17.6 | Volatile | 31.8 | 4.28 | 3.2 | 152 | -52 | 18 | 57 | false | Buy | Add to core equity +1% | -6 | -38 | BrokerD | MKT | 87 | null | null | Normal monitoring | 75 | 19 | 91 | 4 | false | Monitor dispersion and breadth |
P7234 | Opportunistic | 401k | USD | 2025-07-17 | 1,667,410 | 114,592 | 1,552,818 | 1 | 60.7 | 14.7 | 16.5 | 8 | TSLA:12.6%;XLF:18.3%;BND:20.7%;GLD:15.8%;VNQ:21.4%;AMZN:11.2% | US:62.5;EU:14.8;APAC:9.4;EM:10.7;Other:2.5 | Value:+0.3;Growth:-0.7;Quality:-0.6;Size:+0.3;Momentum:+0.8;LowVol:+0.7 | NoDerivatives | 7 | 25 | 6.5 | trailing 7% | 252 | 29.1 | Volatile | 26.1 | 4.56 | 2.2 | 180 | 70 | 71 | 75 | true | Rebalance | Rebalance back to target bands | 17 | -32 | BrokerB | LMT | 94 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -3 | -51 | -32 | 3 | false | Tax-aware sells next window |
P7235 | Cautious | Roth | USD | 2024-08-06 | 352,540 | 47,948 | 304,592 | 1 | 41 | 41.4 | 6.5 | 11.2 | TSLA:35.2%;VTI:29.7%;GLD:35.2% | US:67.1;EU:11.7;APAC:6.0;EM:9.8;Other:5.3 | Value:-1.0;Growth:+0.9;Quality:0.0;Size:+0.9;Momentum:-0.3;LowVol:+0.1 | NoDerivatives;NoMargin | 6 | 30 | 4 | trailing 8% | 142 | 18.9 | Bear | 24.6 | 3.62 | 1.3 | 164 | -31 | 43 | 47 | false | Rebalance | Shift +1% to bonds from equity | 22 | -40 | BrokerD | MKT | 93 | null | null | Normal monitoring | 106 | -57 | 203 | 5 | false | Within IPS guidelines |
P7236 | Systematic | 401k | USD | 2025-07-04 | 888,529 | 41,244 | 847,285 | 1 | 67.6 | 21.8 | 0.7 | 9.9 | VOO:12.7%;QQQ:20.7%;HYG:15.8%;XLF:14.2%;VTI:20.7%;TSLA:15.8% | US:69.4;EU:8.5;APAC:9.6;EM:9.9;Other:2.6 | Value:-0.4;Growth:+0.5;Quality:-0.3;Size:+1.0;Momentum:+0.1;LowVol:-0.3 | NoDerivatives | 5 | 30 | 5.6 | trailing 8% | 211 | 27.9 | Bull | 14.6 | 4.49 | 2.3 | 112 | 88 | 96 | 54 | false | Rebalance | Shift +1% to bonds from equity | 15 | 8 | BrokerA | MKT | 100 | null | null | Normal monitoring | 22 | -27 | 117 | 3 | false | Tax-aware sells next window |
P7237 | Active | Taxable | USD | 2025-08-16 | 1,457,344 | 145,971 | 1,311,373 | 1.07 | 62.4 | 22.8 | 5.1 | 9.6 | AMZN:15.7%;VNQ:25.1%;MSFT:29.6%;MUB:29.6% | US:71.2;EU:10.2;APAC:6.5;EM:10.0;Other:2.1 | Value:-0.4;Growth:+1.0;Quality:+0.4;Size:+0.9;Momentum:-0.9;LowVol:+0.8 | null | 7 | 35 | 4.8 | trailing 8% | 220 | 17.2 | Volatile | 24.8 | 5.26 | 2.8 | 132 | 38 | 65 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | 3 | BrokerB | MKT | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 78 | 10 | 96 | 4 | false | Monitor dispersion and breadth |
P7238 | Active | Roth | USD | 2025-11-27 | 2,352,092 | 262,767 | 2,089,325 | 1 | 55.7 | 24.9 | 11.4 | 8 | QQQ:19.5%;MUB:15.0%;BRK.B:24.1%;MSFT:17.3%;TSLA:24.1% | US:60.5;EU:9.5;APAC:15.8;EM:12.8;Other:1.4 | Value:-1.0;Growth:-0.7;Quality:-1.0;Size:-0.2;Momentum:+0.3;LowVol:-0.4 | null | 6 | 35 | 5.6 | hard 12% | 198 | 24.8 | Volatile | 27.9 | 5.07 | 3 | 153 | 61 | 89 | 76 | true | Rebalance | Rebalance back to target bands | 16 | -25 | BrokerB | LMT | 96 | VAR>budget | TightenStops | Risk above budget threshold | 4 | -26 | 122 | 2 | false | Monitor dispersion and breadth |
P7239 | Systematic | Taxable | USD | 2025-04-27 | 1,857,101 | 87,535 | 1,769,566 | 1 | 67.2 | 20.5 | 2.5 | 9.8 | MUB:33.3%;VNQ:33.3%;AMZN:33.3% | US:60.4;EU:17.3;APAC:9.4;EM:9.3;Other:3.6 | Value:0.0;Growth:+0.7;Quality:-0.8;Size:+0.9;Momentum:+0.7;LowVol:-0.2 | MaxPos8%;NoDerivatives | 10 | 25 | 4.2 | hard 12% | 125 | 25.9 | Sideways | 15.2 | 3.83 | 3 | 136 | 13 | 48 | 50 | false | Sell | Trim extended winner -1% | 35 | -28 | BrokerA | MKT | 95 | null | null | Normal monitoring | 114 | -45 | 254 | 4 | false | Tax-aware sells next window |
P7240 | Systematic | IRA | USD | 2025-02-02 | 788,364 | 74,614 | 713,750 | 1 | 63.8 | 20.6 | 6.8 | 8.8 | VNQ:36.4%;AMZN:36.4%;VOO:27.3% | US:56.8;EU:20.6;APAC:11.0;EM:7.1;Other:4.5 | Value:-0.1;Growth:+0.7;Quality:+0.2;Size:+0.6;Momentum:+0.7;LowVol:+0.3 | MaxPos7% | 8 | 25 | 5.1 | trailing 9% | 218 | 22.5 | Volatile | 23.4 | 4.03 | 2.8 | 128 | -53 | 23 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -12 | BrokerA | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 50 | -55 | 66 | 2 | false | Within IPS guidelines |
P7241 | Opportunistic | IRA | USD | 2025-08-28 | 830,810 | 60,176 | 770,634 | 1 | 73.6 | 18.2 | 0 | 8.2 | AMZN:24.1%;GLD:14.1%;HYG:13.6%;QQQ:24.1%;AAPL:24.1% | US:67.5;EU:14.2;APAC:11.9;EM:4.7;Other:1.6 | Value:+0.4;Growth:+0.6;Quality:-0.9;Size:-0.9;Momentum:-0.2;LowVol:-0.3 | null | 6 | 25 | 4.7 | trailing 9% | 249 | 24.5 | Volatile | 29.7 | 4.28 | 2.5 | 153 | -2 | 45 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | -15 | BrokerC | MKT | 99 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 104 | -52 | 163 | 3 | false | Within IPS guidelines |
P7242 | Active | Trust | USD | 2024-07-11 | 519,773 | 46,962 | 472,811 | 1 | 61.8 | 23 | 9.2 | 6.1 | VNQ:14.7%;QQQ:11.6%;IEF:14.2%;BND:20.2%;XLF:19.7%;AAPL:19.6% | US:67.1;EU:15.1;APAC:9.9;EM:7.0;Other:0.9 | Value:-0.2;Growth:+0.9;Quality:+0.5;Size:+0.5;Momentum:-0.6;LowVol:-0.3 | null | 7 | 25 | 5.7 | trailing 8% | 193 | 22.8 | Bull | 14 | 4.97 | 3.2 | 101 | 87 | 98 | 46 | false | Sell | Trim extended winner -1% | 12 | 13 | BrokerC | MKT | 100 | null | null | Normal monitoring | -5 | -23 | 65 | 4 | false | Tax-aware sells next window |
P7243 | Systematic | IRA | USD | 2025-10-23 | 1,542,775 | 82,587 | 1,460,188 | 1 | 63 | 28.2 | 0 | 8.9 | MSFT:25.0%;MUB:28.1%;HYG:28.1%;VNQ:18.8% | US:72.4;EU:8.6;APAC:7.1;EM:10.0;Other:1.9 | Value:-0.2;Growth:+0.4;Quality:-0.5;Size:+0.1;Momentum:+0.3;LowVol:+0.4 | null | 5 | 35 | 5.3 | trailing 8% | 217 | 27.1 | Sideways | 15 | 3.58 | 2.8 | 105 | -18 | 55 | 41 | false | Buy | Add to core equity +1% | -4 | -26 | BrokerD | MKT | 100 | null | null | Normal monitoring | -48 | 11 | 47 | 5 | false | Tighten stops on momentum names |
P7244 | Systematic | 401k | USD | 2025-08-28 | 743,281 | 42,098 | 701,183 | 1 | 55.6 | 33.2 | 5.6 | 5.5 | VOO:15.5%;VNQ:11.7%;TSLA:21.3%;MUB:20.5%;MSFT:9.8%;IEF:21.3% | US:62.5;EU:14.6;APAC:9.3;EM:10.1;Other:3.6 | Value:+0.2;Growth:-0.2;Quality:+0.2;Size:+0.9;Momentum:-0.9;LowVol:+0.3 | MaxPos8% | 5 | 30 | 5.1 | hard 12% | 208 | 21.7 | Sideways | 19.6 | 3.76 | 2.1 | 114 | 41 | 80 | 42 | false | Hedge | Add TLT +1% as duration hedge | 8 | -14 | BrokerD | MKT | 87 | null | null | Normal monitoring | 120 | -60 | 211 | 5 | false | Increase defensive factor exposure |
P7245 | Cautious | 401k | USD | 2024-10-26 | 453,965 | 40,283 | 413,682 | 1 | 37.2 | 40.2 | 6.1 | 16.5 | MSFT:27.5%;AAPL:27.5%;IEF:17.6%;QQQ:27.5% | US:68.3;EU:9.9;APAC:12.1;EM:7.6;Other:2.0 | Value:+0.3;Growth:-0.6;Quality:-0.5;Size:+0.9;Momentum:+0.2;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 4 | trailing 8% | 162 | 19.7 | Bull | 13.5 | 4.09 | 2.5 | 93 | 89 | 82 | 36 | false | Rebalance | Shift +1% to bonds from equity | 4 | -6 | BrokerB | MKT | 90 | null | null | Normal monitoring | -33 | 18 | 49 | 3 | false | Tighten stops on momentum names |
P7246 | Hands-off | Roth | USD | 2025-08-16 | 852,228 | 38,416 | 813,812 | 1 | 69.5 | 16.8 | 4.9 | 8.9 | MSFT:21.7%;IEF:21.7%;VOO:21.7%;HYG:13.0%;BND:21.7% | US:74.4;EU:8.7;APAC:6.8;EM:8.7;Other:1.5 | Value:-0.2;Growth:+0.7;Quality:+0.4;Size:+0.5;Momentum:-0.3;LowVol:-0.7 | ESGOnly;MaxPos6% | 6 | 25 | 3.5 | hard 10% | 149 | 14.5 | Volatile | 29.2 | 3.96 | 3.8 | 171 | 41 | 84 | 79 | true | Hedge | Buy index puts 1% notional | -6 | -28 | BrokerB | MKT | 100 | VAR>budget | Pause | Risk above budget threshold | 67 | -33 | 55 | 2 | false | Monitor dispersion and breadth |
P7247 | Active | Trust | USD | 2025-07-28 | 2,432,376 | 201,191 | 2,231,185 | 1.11 | 57.7 | 22.1 | 14.7 | 5.5 | VOO:27.2%;HYG:20.5%;TSLA:25.0%;MUB:27.2% | US:72.1;EU:10.5;APAC:7.2;EM:7.5;Other:2.7 | Value:+0.3;Growth:+0.5;Quality:-0.4;Size:-0.1;Momentum:-1.0;LowVol:+0.4 | MaxPos8% | 7 | 35 | 5.4 | trailing 9% | 202 | 21.3 | Bear | 24.5 | 4.02 | 1.6 | 164 | -25 | 28 | 68 | false | Buy | Add to core equity +1% | 3 | 12 | BrokerA | MKT | 100 | null | null | Normal monitoring | 44 | -49 | 72 | 4 | false | Tighten stops on momentum names |
P7248 | Systematic | 401k | USD | 2024-11-04 | 1,795,182 | 148,023 | 1,647,159 | 1 | 62 | 31.7 | 0 | 6.3 | XLF:33.3%;MSFT:33.3%;AAPL:33.3% | US:63.3;EU:13.4;APAC:12.2;EM:5.9;Other:5.2 | Value:+0.2;Growth:+0.3;Quality:-0.8;Size:-0.4;Momentum:+0.9;LowVol:-1.0 | null | 8 | 25 | 5.9 | hard 12% | 133 | 24.7 | Volatile | 27.6 | 5.41 | 4.1 | 146 | 79 | 96 | 70 | false | Rebalance | Shift +1% to bonds from equity | 14 | -10 | BrokerD | LMT | 88 | null | null | Normal monitoring | 87 | -33 | 70 | 4 | false | Increase defensive factor exposure |
P7249 | Hands-off | Taxable | USD | 2024-07-20 | 307,461 | 25,838 | 281,623 | 1 | 63.8 | 18 | 8.2 | 10 | QQQ:26.3%;XLF:26.3%;VOO:21.1%;GLD:26.3% | US:57.7;EU:15.7;APAC:10.8;EM:11.0;Other:4.9 | Value:+0.4;Growth:+0.6;Quality:+0.6;Size:-1.0;Momentum:+0.8;LowVol:+0.5 | MaxPos5%;NoDerivatives | 6 | 30 | 3.7 | trailing 8% | 154 | 16.5 | Sideways | 18.3 | 4.45 | 2.3 | 128 | 24 | 77 | 55 | false | Sell | Trim extended winner -1% | 19 | -21 | BrokerA | VWAP | 99 | null | null | Normal monitoring | -24 | 17 | 101 | 5 | false | Tighten stops on momentum names |
P7250 | Opportunistic | Taxable | USD | 2024-08-31 | 1,633,321 | 52,092 | 1,581,229 | 1.09 | 74.1 | 17.8 | 3.9 | 4.2 | TSLA:9.0%;VTI:22.4%;VNQ:14.2%;QQQ:22.4%;TLT:20.2%;IEF:11.9% | US:71.4;EU:6.5;APAC:13.7;EM:4.5;Other:3.8 | Value:-0.5;Growth:+0.7;Quality:+0.9;Size:+0.6;Momentum:+0.9;LowVol:+0.7 | MaxPos8% | 6 | 25 | 6.4 | hard 12% | 205 | 35 | Sideways | 16.3 | 4 | 3.1 | 116 | -9 | 37 | 55 | false | Rebalance | Shift +1% to bonds from equity | 6 | -35 | BrokerB | VWAP | 98 | null | null | Normal monitoring | -3 | 2 | 77 | 4 | false | Within IPS guidelines |
P7251 | Hands-off | IRA | USD | 2025-10-19 | 859,988 | 65,976 | 794,012 | 1 | 70.2 | 15.9 | 7.9 | 6 | VOO:17.0%;AAPL:16.2%;MSFT:20.0%;IEF:17.3%;MUB:17.1%;TSLA:12.4% | US:65.5;EU:11.4;APAC:9.9;EM:9.6;Other:3.6 | Value:-0.8;Growth:-0.9;Quality:-0.4;Size:+0.7;Momentum:-1.0;LowVol:+0.1 | null | 5 | 25 | 4.6 | hard 10% | 116 | 17.5 | Sideways | 19.2 | 3.55 | 3.3 | 113 | -15 | 34 | 70 | false | NoAction | Within bands; monitor | 19 | -12 | BrokerA | LMT | 92 | null | null | Normal monitoring | -12 | -2 | 125 | 5 | false | Tax-aware sells next window |
P7252 | Hands-off | 401k | USD | 2025-01-29 | 250,732 | 10,830 | 239,902 | 1 | 66.1 | 25.4 | 0 | 8.4 | VNQ:23.8%;XLF:23.8%;MUB:23.8%;VOO:10.5%;AMZN:18.1% | US:61.1;EU:15.4;APAC:8.2;EM:10.4;Other:4.8 | Value:0.0;Growth:-0.1;Quality:-0.7;Size:+0.1;Momentum:-0.6;LowVol:-0.7 | null | 6 | 30 | 5.9 | trailing 8% | 155 | 17.1 | Bear | 31.9 | 3.69 | 1.6 | 161 | -51 | 34 | 73 | true | Hedge | Buy index puts 1% notional | -6 | -33 | BrokerB | MKT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 84 | 13 | 197 | 4 | false | Increase defensive factor exposure |
P7253 | Cautious | 401k | USD | 2025-12-19 | 770,974 | 65,881 | 705,093 | 1 | 45.6 | 40.3 | 0 | 14.1 | QQQ:25.0%;BRK.B:25.0%;BND:25.0%;AAPL:25.0% | US:57.6;EU:18.8;APAC:11.4;EM:8.1;Other:4.1 | Value:-0.9;Growth:+0.2;Quality:-0.2;Size:-0.4;Momentum:+0.3;LowVol:+0.5 | MaxPos6%;NoMargin | 8 | 35 | 4.8 | trailing 10% | 106 | 15 | Sideways | 17.3 | 4.17 | 3.1 | 105 | 53 | 62 | 38 | false | Rebalance | Shift +1% to bonds from equity | 2 | -11 | BrokerC | MKT | 90 | null | null | Normal monitoring | -8 | -21 | 59 | 3 | false | Within IPS guidelines |
P7254 | Systematic | Taxable | USD | 2024-08-31 | 1,158,284 | 91,986 | 1,066,298 | 1 | 61.5 | 25.9 | 7.4 | 5.3 | TSLA:18.9%;XLF:11.2%;VTI:22.8%;MSFT:23.6%;BRK.B:23.6% | US:67.6;EU:12.0;APAC:10.5;EM:9.7;Other:0.1 | Value:+0.2;Growth:+0.3;Quality:-0.2;Size:+0.7;Momentum:+0.8;LowVol:-0.1 | null | 10 | 35 | 4.8 | trailing 9% | 220 | 26.1 | Volatile | 25.8 | 5.48 | 3.8 | 164 | 3 | 64 | 78 | true | Rebalance | Rebalance back to target bands | -8 | -40 | BrokerB | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -38 | 2 | 40 | 5 | false | Tax-aware sells next window |
P7255 | Active | Roth | USD | 2025-04-26 | 585,108 | 67,442 | 517,666 | 1 | 64.4 | 24.4 | 3.5 | 7.7 | MUB:27.3%;VOO:27.3%;HYG:27.3%;AAPL:18.0% | US:74.3;EU:6.4;APAC:6.0;EM:9.5;Other:3.8 | Value:-0.3;Growth:+0.1;Quality:+1.0;Size:-0.1;Momentum:+0.9;LowVol:-0.4 | NoDerivatives | 6 | 25 | 4.1 | trailing 8% | 203 | 25.6 | Bear | 22.3 | 3.25 | 1.2 | 155 | 7 | 62 | 56 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | 11 | BrokerB | LMT | 92 | VAR>budget | Hedge | Risk above budget threshold | 105 | -52 | 206 | 3 | false | Tax-aware sells next window |
P7256 | Opportunistic | Taxable | USD | 2024-08-02 | 985,989 | 49,695 | 936,294 | 1 | 75 | 10.3 | 6.9 | 7.8 | AAPL:33.5%;GLD:33.0%;XLF:33.5% | US:68.4;EU:7.0;APAC:11.7;EM:10.2;Other:2.7 | Value:-0.6;Growth:+0.9;Quality:-0.7;Size:-0.7;Momentum:-0.1;LowVol:-0.7 | NoDerivatives | 8 | 30 | 4.1 | trailing 7% | 215 | 29.6 | Sideways | 16.8 | 3.69 | 3.3 | 115 | 2 | 47 | 52 | false | Buy | Add to core equity +1% | 21 | -36 | BrokerD | MKT | 91 | null | null | Normal monitoring | 31 | -2 | 123 | 5 | false | Increase defensive factor exposure |
P7257 | Systematic | Roth | USD | 2025-09-18 | 998,028 | 54,247 | 943,781 | 1 | 60.1 | 29.5 | 2.5 | 8 | QQQ:9.8%;AMZN:24.0%;TSLA:24.0%;IEF:13.4%;AAPL:18.8%;TLT:10.1% | US:65.5;EU:17.3;APAC:5.0;EM:9.2;Other:2.9 | Value:+0.1;Growth:+0.5;Quality:-1.0;Size:+0.5;Momentum:-0.7;LowVol:+0.8 | NoDerivatives | 6 | 35 | 4.5 | trailing 9% | 214 | 16.5 | Volatile | 25.2 | 3.78 | 4.1 | 151 | -2 | 62 | 76 | true | Hedge | Buy index puts 1% notional | 31 | 13 | BrokerD | LMT | 96 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -32 | -26 | 66 | 4 | false | Tighten stops on momentum names |
P7258 | Opportunistic | Taxable | USD | 2025-02-01 | 303,743 | 9,751 | 293,992 | 1.24 | 63.9 | 10.1 | 21.4 | 4.6 | TSLA:17.5%;AMZN:19.4%;XLF:23.1%;QQQ:23.1%;MUB:16.9% | US:60.2;EU:19.9;APAC:7.8;EM:7.6;Other:4.5 | Value:+0.1;Growth:+0.9;Quality:+0.2;Size:+0.4;Momentum:-0.4;LowVol:-0.0 | MaxPos7%;NoDerivatives | 5 | 25 | 5.4 | trailing 9% | 195 | 23.7 | Volatile | 31.1 | 5.24 | 3.2 | 168 | -31 | 27 | 90 | true | Hedge | Buy index puts 1% notional | 28 | 11 | BrokerC | VWAP | 86 | VAR>budget | Hedge | Risk above budget threshold | -57 | -32 | -36 | 2 | false | Tax-aware sells next window |
P7259 | Active | Roth | USD | 2025-02-24 | 2,264,454 | 170,805 | 2,093,649 | 1 | 54.2 | 24.4 | 12.8 | 8.6 | TSLA:20.3%;XLF:20.7%;GLD:17.7%;IEF:10.7%;BND:16.3%;HYG:14.4% | US:73.0;EU:8.3;APAC:10.7;EM:7.5;Other:0.6 | Value:+0.3;Growth:-0.7;Quality:+0.3;Size:-0.8;Momentum:-0.5;LowVol:+0.8 | MaxPos6%;NoDerivatives | 8 | 35 | 4.5 | hard 12% | 124 | 19.4 | Sideways | 14.3 | 4.94 | 3.1 | 113 | 24 | 72 | 43 | false | Rebalance | Shift +1% to bonds from equity | 17 | -7 | BrokerD | MKT | 90 | null | null | Normal monitoring | -30 | -12 | -14 | 3 | false | Within IPS guidelines |
P7260 | Active | Trust | USD | 2025-07-12 | 1,167,331 | 92,713 | 1,074,618 | 1 | 64.4 | 21.6 | 5 | 9 | TLT:16.5%;TSLA:25.1%;VOO:14.6%;XLF:18.7%;IEF:25.1% | US:62.7;EU:18.1;APAC:8.1;EM:10.3;Other:0.8 | Value:+0.6;Growth:-0.9;Quality:+0.1;Size:+0.8;Momentum:+0.8;LowVol:-0.4 | null | 10 | 30 | 5.3 | trailing 8% | 223 | 25.1 | Sideways | 21.4 | 4.5 | 3 | 122 | 8 | 55 | 58 | false | Rebalance | Shift +1% to bonds from equity | 25 | -40 | BrokerB | MKT | 91 | null | null | Normal monitoring | -43 | -17 | 58 | 5 | false | Increase defensive factor exposure |
P7261 | Hands-off | Trust | USD | 2024-10-24 | 838,265 | 34,358 | 803,907 | 1 | 65.9 | 19.7 | 7.3 | 7.1 | IEF:12.0%;VTI:22.2%;BND:22.2%;MSFT:21.2%;QQQ:22.2% | US:63.4;EU:7.9;APAC:11.7;EM:11.9;Other:5.1 | Value:+0.8;Growth:+0.4;Quality:+0.4;Size:-0.3;Momentum:+0.2;LowVol:+0.5 | ESGOnly;MaxPos6% | 5 | 35 | 4.3 | trailing 10% | 142 | 14.1 | Bear | 32.4 | 3.06 | 1 | 205 | -117 | 5 | 89 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | -12 | BrokerA | LMT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 47 | -35 | 154 | 3 | false | Increase defensive factor exposure |
P7262 | Hands-off | Taxable | USD | 2024-09-28 | 685,072 | 33,754 | 651,318 | 1 | 58.3 | 26.8 | 7.4 | 7.5 | AAPL:19.0%;TSLA:11.7%;HYG:19.8%;QQQ:19.5%;BRK.B:18.0%;GLD:11.9% | US:70.3;EU:14.2;APAC:8.4;EM:5.7;Other:1.4 | Value:-0.1;Growth:-0.1;Quality:+0.8;Size:+0.9;Momentum:-0.6;LowVol:+0.2 | MaxPos8%;NoDerivatives | 5 | 35 | 4.5 | trailing 8% | 127 | 14.4 | Volatile | 20.1 | 4.56 | 3 | 164 | 9 | 61 | 53 | false | Sell | Trim extended winner -1% | 13 | -37 | BrokerB | MKT | 98 | null | null | Normal monitoring | 58 | -18 | 34 | 3 | false | Tax-aware sells next window |
P7263 | Systematic | 401k | USD | 2024-08-02 | 1,386,273 | 138,076 | 1,248,197 | 1 | 60.9 | 25.9 | 4.8 | 8.4 | QQQ:21.5%;MUB:29.2%;GLD:29.2%;AMZN:20.0% | US:68.3;EU:7.2;APAC:17.9;EM:5.5;Other:1.2 | Value:+0.1;Growth:+0.3;Quality:+0.6;Size:+0.6;Momentum:+0.5;LowVol:-0.1 | MaxPos7% | 8 | 25 | 5.2 | trailing 9% | 179 | 18.2 | Sideways | 18.1 | 3.98 | 2.3 | 98 | 49 | 74 | 55 | false | Rebalance | Shift +1% to bonds from equity | 27 | -2 | BrokerA | MKT | 90 | null | null | Normal monitoring | 96 | -30 | 205 | 5 | false | Monitor dispersion and breadth |
P7264 | Systematic | Taxable | USD | 2024-10-31 | 971,160 | 55,516 | 915,644 | 1 | 60 | 31.5 | 0 | 8.5 | VTI:25.0%;VOO:25.0%;IEF:25.0%;AAPL:25.0% | US:52.4;EU:18.8;APAC:13.1;EM:11.0;Other:4.7 | Value:+0.3;Growth:+0.5;Quality:+0.8;Size:+0.4;Momentum:-0.4;LowVol:-0.4 | null | 5 | 25 | 4.5 | hard 12% | 150 | 21 | Volatile | 21 | 4.1 | 2.2 | 162 | 51 | 89 | 58 | false | Sell | Trim extended winner -1% | -14 | -11 | BrokerA | LMT | 99 | null | null | Normal monitoring | 107 | -53 | 181 | 5 | false | Within IPS guidelines |
P7265 | Hands-off | Roth | USD | 2025-01-06 | 471,969 | 22,549 | 449,420 | 1 | 58.8 | 20.1 | 14.3 | 6.8 | BND:27.2%;BRK.B:18.4%;TSLA:27.2%;MUB:27.2% | US:68.3;EU:9.4;APAC:13.2;EM:8.8;Other:0.3 | Value:-0.8;Growth:-0.4;Quality:0.0;Size:+0.9;Momentum:+0.2;LowVol:+0.5 | NoDerivatives | 6 | 30 | 4.1 | trailing 8% | 110 | 17.6 | Volatile | 24 | 3.53 | 4.4 | 135 | 39 | 65 | 57 | false | Rebalance | Shift +1% to bonds from equity | 6 | 4 | BrokerD | LMT | 89 | null | null | Normal monitoring | -47 | -58 | 93 | 5 | false | Tighten stops on momentum names |
P7266 | Systematic | IRA | USD | 2024-07-19 | 1,028,742 | 59,963 | 968,779 | 1 | 64.3 | 27.2 | 0.1 | 8.5 | VTI:33.3%;XLF:33.3%;VOO:33.3% | US:55.3;EU:20.0;APAC:9.2;EM:10.6;Other:4.9 | Value:-0.5;Growth:-0.4;Quality:+1.0;Size:+0.8;Momentum:+1.0;LowVol:-0.3 | MaxPos5%;NoDerivatives | 10 | 25 | 5.9 | trailing 9% | 143 | 24.4 | Bull | 13.8 | 3.53 | 2.9 | 120 | 42 | 77 | 42 | true | Hedge | Buy index puts 1% notional | -10 | 10 | BrokerC | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 83 | -37 | 192 | 4 | false | Increase defensive factor exposure |
P7267 | Hands-off | Trust | USD | 2025-03-09 | 790,675 | 35,488 | 755,187 | 1 | 70.8 | 23.1 | 0 | 6.1 | VTI:25.6%;QQQ:25.6%;BRK.B:25.6%;AMZN:23.2% | US:73.7;EU:13.8;APAC:5.5;EM:6.3;Other:0.8 | Value:+0.5;Growth:-0.4;Quality:-0.6;Size:-0.5;Momentum:-0.0;LowVol:-0.2 | null | 5 | 35 | 5.1 | trailing 8% | 125 | 19.7 | Volatile | 24.7 | 4.32 | 2.4 | 163 | 46 | 63 | 75 | true | Hedge | Buy index puts 1% notional | -8 | -3 | BrokerA | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 117 | -3 | 243 | 2 | true | Monitor dispersion and breadth |
P7268 | Systematic | Roth | USD | 2025-10-19 | 1,678,230 | 108,503 | 1,569,727 | 1 | 57.8 | 29.1 | 7.5 | 5.5 | XLF:26.0%;HYG:21.9%;BRK.B:26.0%;QQQ:26.0% | US:65.9;EU:18.5;APAC:9.3;EM:5.8;Other:0.4 | Value:+0.7;Growth:-0.0;Quality:-0.8;Size:-0.0;Momentum:-0.9;LowVol:+0.8 | null | 10 | 25 | 5.4 | hard 12% | 152 | 26.7 | Volatile | 26.8 | 4.36 | 2.2 | 129 | -7 | 37 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -35 | BrokerA | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | -14 | 9 | 104 | 4 | false | Increase defensive factor exposure |
P7269 | Hands-off | Trust | USD | 2025-10-31 | 747,235 | 70,921 | 676,314 | 1 | 69.3 | 19.5 | 2 | 9.1 | VNQ:18.0%;QQQ:27.3%;TSLA:27.3%;GLD:27.3% | US:66.7;EU:8.9;APAC:13.3;EM:9.0;Other:2.0 | Value:-0.7;Growth:-0.3;Quality:+0.4;Size:+0.4;Momentum:-0.9;LowVol:-0.8 | ESGOnly | 10 | 30 | 4 | hard 10% | 162 | 13.6 | Volatile | 24.6 | 5.48 | 2.7 | 178 | 37 | 53 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -3 | BrokerD | LMT | 93 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -24 | -14 | 77 | 5 | false | Tax-aware sells next window |
P7270 | Hands-off | Roth | USD | 2025-07-17 | 574,543 | 54,655 | 519,888 | 1 | 66.8 | 26.6 | 0 | 6.7 | BND:25.0%;AMZN:25.0%;GLD:25.0%;VOO:25.0% | US:73.0;EU:7.5;APAC:6.5;EM:10.7;Other:2.2 | Value:-0.6;Growth:+0.7;Quality:+0.1;Size:-0.0;Momentum:-0.5;LowVol:-0.1 | ESGOnly;NoDerivatives | 6 | 25 | 3.7 | trailing 8% | 154 | 14.3 | Bull | 12.9 | 3.93 | 3.3 | 87 | 41 | 65 | 53 | false | Rebalance | Shift +1% to bonds from equity | 8 | -14 | BrokerB | MKT | 87 | null | null | Normal monitoring | -12 | -31 | 114 | 5 | false | Monitor dispersion and breadth |
P7271 | Systematic | Trust | USD | 2025-05-01 | 1,309,301 | 124,378 | 1,184,923 | 1 | 62.6 | 29.5 | 1.6 | 6.3 | IEF:9.8%;BND:18.6%;VTI:22.9%;HYG:8.5%;QQQ:22.9%;BRK.B:17.3% | US:65.4;EU:17.5;APAC:6.3;EM:7.2;Other:3.6 | Value:+0.2;Growth:+0.8;Quality:0.0;Size:+0.5;Momentum:+1.0;LowVol:-0.3 | MaxPos5% | 7 | 25 | 5.3 | trailing 8% | 222 | 22.7 | Bull | 16.1 | 4.95 | 2.3 | 75 | 46 | 64 | 40 | false | Rebalance | Shift +1% to bonds from equity | 34 | -18 | BrokerA | LMT | 99 | null | null | Normal monitoring | 29 | 18 | 124 | 5 | false | Monitor dispersion and breadth |
P7272 | Hands-off | 401k | USD | 2025-01-02 | 704,064 | 65,995 | 638,069 | 1 | 62.6 | 19.9 | 7.6 | 9.9 | VOO:19.3%;XLF:14.3%;TSLA:20.2%;IEF:20.2%;BND:19.8%;VNQ:6.2% | US:69.6;EU:14.4;APAC:6.6;EM:3.8;Other:5.5 | Value:+0.3;Growth:+0.5;Quality:-0.8;Size:+0.2;Momentum:-0.3;LowVol:+0.8 | MaxPos5%;NoDerivatives | 7 | 30 | 3.5 | trailing 8% | 168 | 16.4 | Bull | 11.1 | 4.07 | 3 | 87 | 16 | 45 | 37 | false | Rebalance | Shift +1% to bonds from equity | 29 | -17 | BrokerA | VWAP | 99 | null | null | Normal monitoring | 63 | 12 | 78 | 3 | false | Tighten stops on momentum names |
P7273 | Hands-off | Roth | USD | 2025-06-09 | 171,702 | 10,552 | 161,150 | 1 | 67.3 | 25 | 0 | 7.7 | VOO:9.7%;XLF:16.7%;AAPL:20.9%;VNQ:20.7%;AMZN:18.4%;IEF:13.5% | US:73.2;EU:6.1;APAC:8.4;EM:8.6;Other:3.7 | Value:+0.6;Growth:+0.9;Quality:0.0;Size:-0.0;Momentum:+0.1;LowVol:+0.6 | MaxPos6% | 8 | 35 | 5.4 | trailing 8% | 141 | 16.6 | Bear | 31.1 | 3.18 | 2.1 | 176 | -86 | 14 | 84 | true | Hedge | Buy index puts 1% notional | -6 | -8 | BrokerD | MKT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 97 | 15 | 129 | 3 | false | Tighten stops on momentum names |
P7274 | Cautious | Trust | USD | 2025-04-07 | 667,515 | 103,230 | 564,285 | 1 | 46.2 | 31.4 | 10 | 12.4 | AAPL:26.0%;GLD:26.0%;VOO:26.0%;MUB:22.1% | US:71.7;EU:9.5;APAC:11.6;EM:5.5;Other:1.7 | Value:-0.5;Growth:-0.7;Quality:-0.8;Size:+0.5;Momentum:-0.4;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 3.3 | trailing 10% | 104 | 12.4 | Bull | 14.7 | 4.83 | 2.9 | 118 | 16 | 57 | 28 | false | Buy | Add to core equity +1% | 26 | 7 | BrokerC | LMT | 86 | null | null | Normal monitoring | 0 | -47 | 97 | 5 | false | Increase defensive factor exposure |
P7275 | Active | Taxable | USD | 2025-01-07 | 1,791,947 | 144,329 | 1,647,618 | 1 | 62.3 | 21.7 | 9.6 | 6.4 | XLF:23.3%;AAPL:27.0%;VNQ:22.8%;IEF:27.0% | US:64.1;EU:13.3;APAC:8.3;EM:12.3;Other:2.1 | Value:+0.2;Growth:-0.1;Quality:-0.7;Size:+0.2;Momentum:-0.2;LowVol:-0.4 | MaxPos7% | 10 | 30 | 4.4 | hard 12% | 121 | 20.2 | Volatile | 31.4 | 5.23 | 4.4 | 180 | -24 | 52 | 73 | true | Hedge | Buy index puts 1% notional | 22 | 9 | BrokerD | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 87 | -32 | 113 | 5 | false | Tax-aware sells next window |
P7276 | Opportunistic | Trust | USD | 2024-11-10 | 1,619,545 | 143,562 | 1,475,983 | 1.24 | 60.9 | 13.1 | 19.7 | 6.3 | AMZN:28.1%;MSFT:15.8%;GLD:28.1%;AAPL:28.1% | US:67.7;EU:17.6;APAC:5.8;EM:6.7;Other:2.3 | Value:+0.9;Growth:+0.6;Quality:+0.7;Size:+0.9;Momentum:+0.6;LowVol:+0.8 | NoDerivatives | 5 | 30 | 4.8 | trailing 9% | 201 | 23.7 | Bull | 13.3 | 4.32 | 2.4 | 107 | 89 | 82 | 45 | false | NoAction | Within bands; monitor | 3 | -23 | BrokerC | VWAP | 98 | null | null | Normal monitoring | 62 | -11 | 186 | 5 | false | Increase defensive factor exposure |
P7277 | Systematic | Trust | USD | 2025-03-26 | 1,175,731 | 92,968 | 1,082,763 | 1 | 61.9 | 21.4 | 10.7 | 6 | BRK.B:7.4%;VNQ:21.5%;TLT:21.5%;AMZN:21.5%;HYG:14.8%;QQQ:13.2% | US:65.0;EU:14.6;APAC:12.2;EM:8.1;Other:0.2 | Value:-0.8;Growth:+0.5;Quality:+0.3;Size:-0.9;Momentum:+0.5;LowVol:-0.7 | MaxPos8% | 6 | 30 | 4.8 | hard 12% | 132 | 17.2 | Bear | 25.9 | 3.96 | 1.7 | 157 | -90 | 11 | 63 | false | Rebalance | Shift +1% to bonds from equity | 16 | 10 | BrokerB | LMT | 90 | null | null | Normal monitoring | 27 | -7 | 121 | 4 | false | Tax-aware sells next window |
P7278 | Hands-off | Taxable | USD | 2025-06-06 | 495,116 | 36,522 | 458,594 | 1 | 57 | 26.7 | 10.3 | 5.9 | BND:25.0%;MUB:25.0%;HYG:25.0%;IEF:25.0% | US:61.0;EU:15.1;APAC:11.7;EM:10.8;Other:1.3 | Value:+0.3;Growth:0.0;Quality:-0.1;Size:-0.3;Momentum:+0.8;LowVol:+0.9 | NoDerivatives | 6 | 30 | 5.2 | hard 10% | 106 | 15.7 | Bull | 16.8 | 4.16 | 2.4 | 81 | 99 | 92 | 53 | false | Buy | Add to core equity +1% | 21 | 0 | BrokerB | MKT | 95 | null | null | Normal monitoring | 40 | -13 | 17 | 5 | false | Within IPS guidelines |
P7279 | Opportunistic | Taxable | USD | 2025-08-04 | 776,124 | 65,325 | 710,799 | 1 | 74.1 | 13.4 | 5.7 | 6.7 | MUB:18.8%;VNQ:18.2%;AMZN:22.2%;TLT:10.8%;IEF:7.8%;BRK.B:22.2% | US:67.6;EU:10.8;APAC:11.8;EM:9.4;Other:0.4 | Value:+0.6;Growth:-0.4;Quality:-0.7;Size:-0.8;Momentum:-0.6;LowVol:+0.8 | MaxPos5% | 8 | 35 | 4.8 | hard 12% | 220 | 22.1 | Bear | 22.3 | 3.21 | 1.9 | 158 | -96 | 10 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | 8 | BrokerA | MKT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -36 | 16 | 18 | 5 | false | Tax-aware sells next window |
P7280 | Active | IRA | USD | 2025-08-07 | 1,804,507 | 119,185 | 1,685,322 | 1.19 | 56.4 | 23.2 | 12 | 8.5 | XLF:33.3%;AAPL:33.3%;MUB:33.3% | US:72.1;EU:10.8;APAC:6.0;EM:7.8;Other:3.4 | Value:-0.6;Growth:-0.4;Quality:+0.7;Size:-0.6;Momentum:+0.1;LowVol:-1.0 | MaxPos7% | 5 | 25 | 5.7 | trailing 9% | 148 | 26.9 | Bull | 13 | 3.56 | 3.2 | 103 | 66 | 95 | 45 | false | NoAction | Within bands; monitor | 25 | -18 | BrokerA | MKT | 0 | null | null | Normal monitoring | 0 | 19 | -30 | 3 | false | Monitor dispersion and breadth |
P7281 | Opportunistic | Roth | USD | 2025-12-25 | 1,707,358 | 51,389 | 1,655,969 | 1.18 | 61.3 | 18.9 | 14.2 | 5.6 | BND:25.4%;AAPL:23.9%;BRK.B:25.4%;VNQ:25.4% | US:63.6;EU:16.0;APAC:11.9;EM:7.3;Other:1.2 | Value:-0.8;Growth:-1.0;Quality:+1.0;Size:+0.1;Momentum:+0.4;LowVol:-0.8 | null | 8 | 35 | 5.8 | trailing 9% | 167 | 33.7 | Bear | 27.2 | 3.47 | 2.8 | 189 | 2 | 50 | 65 | false | Rebalance | Shift +1% to bonds from equity | 20 | -27 | BrokerA | LMT | 99 | null | null | Normal monitoring | -30 | -28 | -2 | 3 | false | Tighten stops on momentum names |
P7282 | Hands-off | Trust | USD | 2025-04-05 | 490,165 | 34,379 | 455,786 | 1 | 66 | 26.1 | 1 | 6.9 | VTI:12.5%;TSLA:18.6%;TLT:16.3%;BND:19.6%;GLD:20.6%;XLF:12.5% | US:65.0;EU:11.4;APAC:14.6;EM:6.1;Other:2.9 | Value:-0.9;Growth:+0.4;Quality:-0.8;Size:-0.2;Momentum:-0.2;LowVol:-0.3 | ESGOnly;NoDerivatives | 6 | 25 | 5.5 | trailing 10% | 168 | 12 | Bull | 17 | 4.67 | 2.7 | 113 | 20 | 56 | 61 | false | Buy | Add to core equity +1% | -10 | -15 | BrokerB | LMT | 85 | null | null | Normal monitoring | 25 | -54 | 165 | 4 | false | Tax-aware sells next window |
P7283 | Active | Trust | USD | 2025-07-26 | 741,169 | 75,644 | 665,525 | 1 | 58.3 | 31 | 1.6 | 9.2 | TLT:28.2%;GLD:28.2%;VNQ:20.9%;TSLA:22.7% | US:59.6;EU:13.6;APAC:11.4;EM:12.4;Other:3.1 | Value:-0.6;Growth:-0.1;Quality:-0.4;Size:+0.5;Momentum:-0.2;LowVol:+0.2 | null | 7 | 25 | 5.6 | trailing 8% | 209 | 23.2 | Volatile | 23.7 | 4.93 | 3.3 | 135 | -18 | 55 | 71 | true | Rebalance | Rebalance back to target bands | 11 | -40 | BrokerC | LMT | 88 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 99 | -49 | 69 | 5 | true | Tax-aware sells next window |
P7284 | Opportunistic | Trust | USD | 2025-05-06 | 479,029 | 40,321 | 438,708 | 1 | 69.5 | 11 | 13.8 | 5.7 | MSFT:19.4%;MUB:26.9%;XLF:26.9%;VNQ:26.9% | US:70.1;EU:6.3;APAC:10.8;EM:11.7;Other:1.2 | Value:+0.6;Growth:0.0;Quality:+0.4;Size:-0.6;Momentum:-0.3;LowVol:+0.3 | MaxPos5% | 10 | 25 | 6.3 | trailing 9% | 177 | 23.1 | Volatile | 32 | 5.4 | 2.3 | 118 | -36 | 18 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | 8 | BrokerD | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | 36 | 7 | 48 | 2 | false | Tighten stops on momentum names |
P7285 | Active | 401k | USD | 2024-11-07 | 771,019 | 69,045 | 701,974 | 1.24 | 62.3 | 28.9 | 0 | 8.8 | AMZN:23.6%;MUB:7.8%;BRK.B:23.6%;AAPL:21.3%;TLT:23.6% | US:70.1;EU:14.8;APAC:7.8;EM:3.6;Other:3.7 | Value:-0.9;Growth:+0.3;Quality:-0.6;Size:+0.8;Momentum:+0.7;LowVol:0.0 | NoDerivatives | 7 | 35 | 5.4 | trailing 9% | 165 | 21.4 | Volatile | 23.9 | 5.48 | 3.7 | 170 | -18 | 51 | 65 | false | Buy | Add to core equity +1% | -4 | -21 | BrokerC | MKT | 95 | null | null | Normal monitoring | 100 | -6 | 81 | 5 | false | Monitor dispersion and breadth |
P7286 | Systematic | 401k | USD | 2025-05-31 | 1,842,015 | 123,692 | 1,718,323 | 1 | 60.7 | 28.5 | 5.6 | 5.1 | GLD:16.8%;VTI:29.7%;VNQ:29.7%;HYG:23.7% | US:77.0;EU:7.9;APAC:6.9;EM:7.1;Other:1.1 | Value:-0.5;Growth:-0.7;Quality:0.0;Size:-0.9;Momentum:-0.3;LowVol:+0.6 | null | 5 | 35 | 5 | trailing 8% | 218 | 18.3 | Volatile | 23.1 | 4.58 | 4.4 | 133 | 2 | 45 | 62 | false | NoAction | Within bands; monitor | 19 | 6 | BrokerB | LMT | 94 | null | null | Normal monitoring | 40 | -8 | 153 | 3 | false | Increase defensive factor exposure |
P7287 | Active | IRA | USD | 2025-10-12 | 1,387,473 | 103,441 | 1,284,032 | 1 | 67.5 | 22.9 | 3.6 | 6 | VTI:28.1%;HYG:18.6%;TSLA:25.3%;XLF:28.1% | US:66.9;EU:9.5;APAC:8.1;EM:10.8;Other:4.6 | Value:+0.2;Growth:+0.5;Quality:+0.7;Size:-0.9;Momentum:+0.8;LowVol:-0.4 | NoDerivatives | 7 | 30 | 5.7 | trailing 8% | 127 | 20.1 | Volatile | 26.1 | 4.24 | 3.4 | 141 | 71 | 73 | 68 | false | Rebalance | Shift +1% to bonds from equity | 29 | 12 | BrokerB | MKT | 94 | null | null | Normal monitoring | 71 | -45 | 148 | 3 | false | Tax-aware sells next window |
P7288 | Hands-off | Taxable | USD | 2024-12-29 | 400,317 | 36,274 | 364,043 | 1 | 65.5 | 29.2 | 0 | 5.4 | TSLA:7.1%;VNQ:8.0%;AMZN:21.2%;TLT:21.2%;VTI:21.2%;BND:21.2% | US:70.4;EU:10.5;APAC:9.1;EM:5.2;Other:4.8 | Value:-0.9;Growth:-0.3;Quality:-0.3;Size:+0.9;Momentum:+0.5;LowVol:-0.6 | ESGOnly;MaxPos8% | 6 | 25 | 3.7 | trailing 8% | 157 | 18.5 | Sideways | 20.9 | 4.36 | 3 | 130 | 10 | 46 | 61 | false | Rebalance | Shift +1% to bonds from equity | 23 | 8 | BrokerC | LMT | 96 | null | null | Normal monitoring | -58 | -33 | 21 | 4 | false | Increase defensive factor exposure |
P7289 | Hands-off | Trust | USD | 2024-11-16 | 332,210 | 24,250 | 307,960 | 1 | 71.6 | 23.1 | 0 | 5.3 | VOO:11.7%;AAPL:22.1%;BND:22.1%;TLT:22.1%;HYG:22.1% | US:58.5;EU:19.8;APAC:8.4;EM:9.7;Other:3.6 | Value:-0.4;Growth:+0.8;Quality:-0.3;Size:-0.7;Momentum:+0.9;LowVol:+0.1 | NoDerivatives | 7 | 30 | 5.9 | trailing 8% | 157 | 19.5 | Volatile | 22.9 | 5 | 2.9 | 140 | 19 | 47 | 70 | false | Hedge | Add TLT +1% as duration hedge | 6 | -26 | BrokerD | VWAP | 95 | null | null | Normal monitoring | 44 | -6 | 100 | 3 | false | Monitor dispersion and breadth |
P7290 | Cautious | Trust | USD | 2024-11-24 | 287,874 | 43,192 | 244,682 | 1 | 44.8 | 38.2 | 0.6 | 16.4 | AMZN:22.7%;BND:25.8%;VTI:25.8%;TSLA:25.8% | US:54.6;EU:19.1;APAC:14.8;EM:7.8;Other:3.7 | Value:-0.2;Growth:-0.4;Quality:-0.3;Size:-0.2;Momentum:+0.5;LowVol:+0.7 | MaxPos5%;NoDerivatives;NoMargin | 8 | 30 | 5.7 | trailing 8% | 163 | 19.6 | Volatile | 22.4 | 4.5 | 3.2 | 136 | -59 | 33 | 58 | false | NoAction | Within bands; monitor | -2 | 1 | BrokerD | MKT | 0 | null | null | Normal monitoring | 120 | -23 | 131 | 4 | false | Tighten stops on momentum names |
P7291 | Active | IRA | USD | 2024-10-26 | 2,414,983 | 262,082 | 2,152,901 | 1 | 60.2 | 22.9 | 8.4 | 8.5 | GLD:33.3%;TSLA:33.3%;AMZN:33.3% | US:70.3;EU:11.8;APAC:8.2;EM:6.2;Other:3.5 | Value:+0.8;Growth:+0.8;Quality:-0.3;Size:+0.2;Momentum:+0.5;LowVol:-0.3 | NoDerivatives | 5 | 30 | 5.7 | trailing 9% | 169 | 25 | Volatile | 21.2 | 3.75 | 4.4 | 157 | 12 | 63 | 55 | false | Hedge | Add TLT +1% as duration hedge | 34 | -10 | BrokerC | LMT | 100 | null | null | Normal monitoring | 11 | 12 | 98 | 3 | false | Tax-aware sells next window |
P7292 | Systematic | Taxable | USD | 2025-02-07 | 1,917,803 | 170,117 | 1,747,686 | 1 | 62.7 | 30.4 | 0 | 6.9 | BND:33.7%;MSFT:32.5%;QQQ:33.7% | US:72.3;EU:5.7;APAC:6.6;EM:10.6;Other:4.8 | Value:+0.4;Growth:+0.3;Quality:+0.9;Size:+0.5;Momentum:-0.4;LowVol:+0.4 | null | 8 | 35 | 4.8 | hard 12% | 123 | 25 | Bear | 34 | 3.23 | 2.3 | 205 | -114 | 5 | 78 | true | Hedge | Buy index puts 1% notional | -10 | 14 | BrokerC | LMT | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 70 | -3 | 139 | 3 | false | Tighten stops on momentum names |
P7293 | Hands-off | 401k | USD | 2024-11-27 | 286,187 | 22,591 | 263,596 | 1 | 57.7 | 17.8 | 19 | 5.5 | VOO:33.3%;XLF:33.3%;QQQ:33.3% | US:68.6;EU:19.3;APAC:6.5;EM:4.1;Other:1.5 | Value:-0.3;Growth:+0.4;Quality:+0.5;Size:-0.8;Momentum:+0.4;LowVol:-0.6 | null | 6 | 30 | 4 | trailing 10% | 165 | 17.4 | Bull | 16.7 | 4.7 | 2.1 | 70 | 88 | 100 | 52 | false | Sell | Trim extended winner -1% | -12 | -28 | BrokerC | VWAP | 96 | null | null | Normal monitoring | 62 | -28 | 125 | 5 | false | Tighten stops on momentum names |
P7294 | Opportunistic | IRA | USD | 2024-07-20 | 1,761,220 | 63,271 | 1,697,949 | 1 | 67.8 | 13.7 | 13.6 | 4.9 | GLD:21.7%;TSLA:21.7%;MSFT:18.1%;QQQ:21.2%;VOO:17.3% | US:61.9;EU:16.1;APAC:14.1;EM:3.9;Other:4.1 | Value:+0.6;Growth:-0.3;Quality:-0.4;Size:-0.9;Momentum:-0.3;LowVol:-0.2 | MaxPos5%;NoDerivatives | 5 | 35 | 6.5 | trailing 9% | 223 | 32.5 | Sideways | 20.1 | 4.58 | 3 | 92 | -18 | 27 | 52 | false | Sell | Trim extended winner -1% | 12 | 13 | BrokerA | MKT | 99 | null | null | Normal monitoring | 39 | 7 | 1 | 5 | false | Increase defensive factor exposure |
P7295 | Hands-off | Roth | USD | 2025-12-11 | 694,148 | 64,796 | 629,352 | 1 | 64 | 27.2 | 0 | 8.8 | TLT:19.8%;IEF:21.9%;QQQ:8.9%;GLD:12.2%;VTI:21.9%;BRK.B:15.5% | US:66.3;EU:12.9;APAC:9.8;EM:7.2;Other:3.9 | Value:+0.2;Growth:-0.6;Quality:+0.7;Size:+0.2;Momentum:-0.7;LowVol:+0.9 | null | 10 | 35 | 4.5 | hard 10% | 149 | 15.6 | Volatile | 29.9 | 5.02 | 3.4 | 140 | -20 | 47 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -19 | BrokerA | VWAP | 94 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -9 | -5 | -33 | 3 | false | Increase defensive factor exposure |
P7296 | Hands-off | Taxable | USD | 2024-07-12 | 417,177 | 41,061 | 376,116 | 1 | 62.1 | 22 | 9.2 | 6.7 | MSFT:25.6%;AMZN:23.5%;MUB:25.3%;VNQ:25.6% | US:66.6;EU:7.4;APAC:13.7;EM:9.4;Other:2.8 | Value:+0.8;Growth:+0.5;Quality:+0.1;Size:-0.5;Momentum:+0.6;LowVol:-1.0 | ESGOnly | 7 | 30 | 5.6 | trailing 8% | 102 | 17 | Volatile | 20.8 | 4.77 | 2.3 | 119 | 80 | 76 | 50 | false | Rebalance | Shift +1% to bonds from equity | -3 | -40 | BrokerD | LMT | 88 | null | null | Normal monitoring | 68 | -5 | 142 | 3 | false | Tighten stops on momentum names |
P7297 | Active | IRA | USD | 2025-05-21 | 1,095,664 | 95,925 | 999,739 | 1 | 57.8 | 19.2 | 13.6 | 9.4 | VOO:12.9%;BND:24.4%;QQQ:14.9%;IEF:24.4%;MSFT:23.4% | US:74.4;EU:7.5;APAC:6.1;EM:7.5;Other:4.5 | Value:+0.5;Growth:-0.3;Quality:-0.3;Size:-0.6;Momentum:-0.0;LowVol:+0.9 | MaxPos5%;NoDerivatives | 10 | 35 | 5.2 | hard 12% | 224 | 16.3 | Sideways | 14.1 | 4.63 | 3.4 | 140 | 17 | 67 | 49 | false | Rebalance | Shift +1% to bonds from equity | 6 | -31 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 93 | -13 | 54 | 3 | false | Increase defensive factor exposure |
P7298 | Hands-off | Roth | USD | 2024-08-10 | 503,946 | 36,789 | 467,157 | 1 | 60.5 | 16.6 | 13.5 | 9.4 | XLF:18.6%;TSLA:21.0%;MUB:21.0%;VTI:12.1%;AMZN:20.9%;BND:6.3% | US:69.3;EU:13.1;APAC:5.4;EM:11.1;Other:1.2 | Value:-0.6;Growth:-0.5;Quality:-0.8;Size:+0.9;Momentum:-0.5;LowVol:+0.8 | ESGOnly;MaxPos7% | 5 | 35 | 5.4 | hard 10% | 106 | 14.9 | Sideways | 18.4 | 4.97 | 2.7 | 91 | 31 | 77 | 49 | false | Rebalance | Shift +1% to bonds from equity | -2 | -21 | BrokerB | LMT | 96 | null | null | Normal monitoring | -10 | -33 | 62 | 3 | false | Monitor dispersion and breadth |
P7299 | Opportunistic | 401k | USD | 2025-06-19 | 700,218 | 42,570 | 657,648 | 1 | 70.8 | 19.6 | 2 | 7.5 | TLT:33.3%;AAPL:33.3%;IEF:33.3% | US:73.1;EU:5.6;APAC:14.4;EM:3.5;Other:3.3 | Value:-0.1;Growth:-0.6;Quality:+0.5;Size:-0.4;Momentum:+0.3;LowVol:+0.8 | MaxPos5% | 7 | 25 | 4.1 | hard 12% | 193 | 24.9 | Bull | 13.4 | 3.59 | 2.6 | 85 | 111 | 99 | 58 | false | Rebalance | Shift +1% to bonds from equity | -10 | 14 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 33 | -10 | 31 | 3 | false | Monitor dispersion and breadth |
P7300 | Cautious | Trust | USD | 2025-02-18 | 233,355 | 20,091 | 213,264 | 1 | 47 | 35.2 | 4.2 | 13.6 | VOO:18.3%;AMZN:18.4%;MSFT:10.8%;AAPL:17.2%;XLF:18.2%;GLD:17.1% | US:57.0;EU:20.3;APAC:12.1;EM:10.3;Other:0.3 | Value:-0.1;Growth:+0.3;Quality:+0.1;Size:-0.3;Momentum:-0.1;LowVol:-0.9 | MaxPos8%;NoMargin | 6 | 35 | 5.7 | trailing 10% | 165 | 20 | Bull | 12 | 3.91 | 2.6 | 105 | 118 | 100 | 30 | false | Buy | Add to core equity +1% | 24 | -23 | BrokerD | VWAP | 97 | null | null | Normal monitoring | 92 | -11 | 182 | 3 | false | Within IPS guidelines |
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