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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7301 | Hands-off | Roth | USD | 2024-11-25 | 564,199 | 55,721 | 508,478 | 1 | 68.1 | 19.9 | 5 | 7 | TSLA:22.2%;XLF:20.8%;BND:28.5%;VOO:28.5% | US:72.1;EU:7.0;APAC:11.3;EM:5.5;Other:4.1 | Value:+0.8;Growth:+0.9;Quality:-0.3;Size:-0.6;Momentum:-0.1;LowVol:-0.2 | ESGOnly | 7 | 30 | 3.4 | hard 10% | 163 | 17.9 | Bull | 11.8 | 3.94 | 2.7 | 110 | 73 | 98 | 46 | true | Hedge | Buy index puts 1% notional | 26 | -31 | BrokerD | MKT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -25 | -1 | -40 | 5 | false | Monitor dispersion and breadth |
P7302 | Hands-off | IRA | USD | 2025-02-02 | 429,565 | 41,414 | 388,151 | 1 | 61.4 | 16.8 | 14 | 7.8 | VNQ:18.4%;GLD:13.8%;BRK.B:20.1%;IEF:7.2%;TSLA:19.9%;BND:20.6% | US:63.1;EU:17.6;APAC:12.1;EM:3.8;Other:3.4 | Value:+0.7;Growth:+0.7;Quality:+0.2;Size:+0.2;Momentum:+0.2;LowVol:+0.9 | ESGOnly | 6 | 35 | 4.3 | trailing 8% | 115 | 14 | Bull | 14.5 | 4.23 | 3.4 | 95 | 20 | 59 | 44 | false | Rebalance | Shift +1% to bonds from equity | 31 | 12 | BrokerD | MKT | 90 | null | null | Normal monitoring | 120 | -33 | 194 | 4 | false | Tax-aware sells next window |
P7303 | Opportunistic | IRA | USD | 2025-04-30 | 575,137 | 49,803 | 525,334 | 1 | 70.2 | 13.3 | 10.7 | 5.7 | VNQ:6.2%;QQQ:21.4%;XLF:21.4%;MSFT:9.9%;BRK.B:21.4%;MUB:19.8% | US:76.9;EU:5.7;APAC:8.7;EM:5.4;Other:3.2 | Value:+0.4;Growth:-1.0;Quality:-0.8;Size:+0.6;Momentum:+0.3;LowVol:-0.1 | NoDerivatives | 7 | 35 | 4.4 | trailing 9% | 244 | 30.3 | Bear | 25.8 | 3.16 | 1.7 | 131 | 27 | 58 | 83 | true | Hedge | Buy index puts 1% notional | 33 | 3 | BrokerD | VWAP | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 78 | -1 | 65 | 4 | false | Tax-aware sells next window |
P7304 | Systematic | Trust | USD | 2024-11-28 | 785,749 | 45,609 | 740,140 | 1 | 60.1 | 33.1 | 0.4 | 6.4 | VNQ:18.5%;IEF:20.5%;BND:23.4%;VOO:14.2%;TSLA:23.4% | US:63.3;EU:17.3;APAC:9.8;EM:7.3;Other:2.3 | Value:-0.7;Growth:+0.1;Quality:-0.8;Size:-0.9;Momentum:+0.4;LowVol:0.0 | MaxPos6% | 5 | 35 | 4.6 | hard 12% | 186 | 20.3 | Bear | 28.8 | 3.54 | 2.4 | 136 | -48 | 33 | 70 | false | Rebalance | Shift +1% to bonds from equity | 19 | -1 | BrokerD | MKT | 86 | null | null | Normal monitoring | 7 | -14 | 131 | 5 | false | Tighten stops on momentum names |
P7305 | Systematic | Taxable | USD | 2025-07-12 | 932,318 | 45,358 | 886,960 | 1 | 57.4 | 34 | 3.3 | 5.3 | GLD:6.0%;AMZN:21.5%;XLF:19.5%;TLT:10.0%;BRK.B:21.5%;MUB:21.5% | US:64.0;EU:15.7;APAC:11.2;EM:6.7;Other:2.5 | Value:-0.5;Growth:+0.5;Quality:-0.1;Size:-0.9;Momentum:-1.0;LowVol:-0.5 | NoDerivatives | 6 | 25 | 5.4 | trailing 9% | 207 | 23.9 | Bull | 16 | 3.8 | 3.3 | 103 | 63 | 88 | 40 | false | Sell | Trim extended winner -1% | 27 | -15 | BrokerB | LMT | 87 | null | null | Normal monitoring | 16 | -36 | 123 | 3 | false | Within IPS guidelines |
P7306 | Hands-off | Trust | USD | 2025-09-16 | 623,843 | 33,297 | 590,546 | 1 | 60.1 | 27.7 | 2.4 | 9.8 | AAPL:20.0%;BRK.B:16.8%;AMZN:15.7%;TSLA:14.7%;VOO:20.2%;VNQ:12.7% | US:69.1;EU:10.5;APAC:12.7;EM:4.6;Other:3.1 | Value:-0.2;Growth:-0.7;Quality:-1.0;Size:-0.8;Momentum:-0.6;LowVol:-0.1 | NoDerivatives | 6 | 35 | 5.6 | trailing 8% | 159 | 14.1 | Sideways | 15.9 | 3.61 | 3.1 | 123 | -18 | 47 | 41 | false | Sell | Trim extended winner -1% | 28 | 12 | BrokerB | LMT | 85 | null | null | Normal monitoring | 47 | -19 | 39 | 5 | false | Tighten stops on momentum names |
P7307 | Cautious | Roth | USD | 2025-08-27 | 402,159 | 35,345 | 366,814 | 1 | 49.1 | 37.4 | 0 | 13.5 | VTI:33.3%;AAPL:33.3%;XLF:33.3% | US:62.1;EU:18.0;APAC:11.9;EM:4.1;Other:3.8 | Value:-0.6;Growth:-0.6;Quality:+0.9;Size:-0.1;Momentum:-0.5;LowVol:-0.3 | MaxPos8%;NoMargin | 10 | 25 | 3.4 | trailing 8% | 143 | 12.2 | Sideways | 18.8 | 4.77 | 3 | 96 | -24 | 29 | 56 | false | Rebalance | Shift +1% to bonds from equity | 7 | -7 | BrokerC | LMT | 99 | null | null | Normal monitoring | 27 | 5 | 56 | 5 | false | Tax-aware sells next window |
P7308 | Active | Trust | USD | 2025-03-01 | 1,780,995 | 202,867 | 1,578,128 | 1 | 55.2 | 30.4 | 5.3 | 9 | GLD:35.1%;BRK.B:35.1%;MSFT:29.8% | US:74.1;EU:6.7;APAC:8.9;EM:5.7;Other:4.5 | Value:+0.4;Growth:-0.6;Quality:-0.2;Size:+0.9;Momentum:-0.2;LowVol:-0.4 | MaxPos8%;NoDerivatives | 5 | 35 | 4.4 | hard 12% | 167 | 22.1 | Bull | 13.6 | 4.52 | 2.5 | 91 | 98 | 100 | 32 | false | Hedge | Add TLT +1% as duration hedge | 5 | -20 | BrokerC | MKT | 99 | null | null | Normal monitoring | 90 | -18 | 148 | 4 | false | Tax-aware sells next window |
P7309 | Hands-off | 401k | USD | 2024-08-13 | 342,319 | 22,652 | 319,667 | 1 | 64.7 | 24.1 | 4.2 | 7.1 | VNQ:26.5%;VTI:26.5%;MUB:20.6%;BND:26.5% | US:64.9;EU:10.1;APAC:13.1;EM:7.5;Other:4.4 | Value:-0.7;Growth:-0.2;Quality:+0.5;Size:+0.9;Momentum:-0.9;LowVol:+0.1 | ESGOnly;MaxPos5% | 10 | 30 | 5.8 | trailing 8% | 119 | 16.6 | Sideways | 20.7 | 4.66 | 2.5 | 127 | 9 | 58 | 51 | false | Rebalance | Shift +1% to bonds from equity | -1 | -27 | BrokerD | MKT | 86 | null | null | Normal monitoring | 54 | -59 | 186 | 3 | false | Within IPS guidelines |
P7310 | Systematic | IRA | USD | 2025-06-22 | 1,540,497 | 75,345 | 1,465,152 | 1 | 59.4 | 33.2 | 0 | 7.4 | BND:28.0%;AMZN:28.0%;VTI:28.0%;IEF:15.9% | US:77.4;EU:6.3;APAC:8.0;EM:5.1;Other:3.1 | Value:+0.9;Growth:-0.2;Quality:-0.8;Size:-0.9;Momentum:-0.2;LowVol:+0.5 | null | 10 | 25 | 4.6 | trailing 9% | 228 | 16.3 | Bear | 25.2 | 3.06 | 1.2 | 173 | -116 | 5 | 68 | false | Rebalance | Shift +1% to bonds from equity | -3 | -3 | BrokerB | MKT | 92 | null | null | Normal monitoring | -50 | -36 | -10 | 5 | false | Tax-aware sells next window |
P7311 | Cautious | IRA | USD | 2025-05-04 | 607,476 | 52,192 | 555,284 | 1 | 41 | 40.9 | 3.6 | 14.5 | HYG:33.3%;BND:33.3%;QQQ:33.3% | US:69.2;EU:15.4;APAC:8.8;EM:6.3;Other:0.4 | Value:-0.8;Growth:+0.6;Quality:+0.2;Size:+0.2;Momentum:+0.5;LowVol:-0.3 | ESGOnly;MaxPos8%;NoMargin | 6 | 30 | 6 | hard 10% | 116 | 16.8 | Bull | 15.6 | 3.82 | 3.2 | 117 | 99 | 100 | 31 | false | Sell | Trim extended winner -1% | 7 | -28 | BrokerD | LMT | 94 | null | null | Normal monitoring | 75 | 10 | 70 | 5 | false | Tighten stops on momentum names |
P7312 | Hands-off | IRA | USD | 2025-09-12 | 353,261 | 33,372 | 319,889 | 1 | 70.9 | 20.6 | 0 | 8.5 | MSFT:22.8%;TSLA:22.8%;VNQ:10.9%;BND:22.8%;XLF:20.7% | US:70.2;EU:15.3;APAC:10.1;EM:3.9;Other:0.5 | Value:+0.8;Growth:-0.9;Quality:+0.1;Size:-0.3;Momentum:-0.8;LowVol:-0.3 | ESGOnly | 6 | 35 | 4.4 | trailing 10% | 165 | 15.4 | Bear | 27.1 | 3.5 | 1.4 | 138 | 25 | 54 | 66 | true | Reduce | Cut high-beta by 2-3%, add cash | -8 | 5 | BrokerC | LMT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 16 | -32 | 66 | 5 | false | Increase defensive factor exposure |
P7313 | Cautious | Trust | USD | 2024-07-30 | 667,560 | 94,506 | 573,054 | 1 | 45.1 | 42.2 | 0 | 12.7 | MUB:18.7%;AMZN:30.8%;MSFT:30.8%;BRK.B:19.7% | US:70.8;EU:13.1;APAC:7.5;EM:4.1;Other:4.5 | Value:+0.2;Growth:-0.8;Quality:-0.9;Size:+0.9;Momentum:+0.5;LowVol:-1.0 | ESGOnly;MaxPos6%;NoMargin | 5 | 25 | 5.1 | trailing 8% | 122 | 17.6 | Volatile | 29.1 | 3.77 | 4.3 | 141 | 42 | 74 | 60 | false | Sell | Trim extended winner -1% | -4 | -19 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 74 | -14 | 40 | 3 | false | Tax-aware sells next window |
P7314 | Systematic | Taxable | USD | 2025-03-22 | 560,201 | 38,366 | 521,835 | 1 | 60.6 | 25.8 | 4.2 | 9.4 | VNQ:33.3%;BRK.B:33.3%;IEF:33.3% | US:71.1;EU:19.0;APAC:5.7;EM:3.4;Other:0.9 | Value:+0.2;Growth:+0.8;Quality:+0.7;Size:+0.4;Momentum:-0.1;LowVol:-0.4 | NoDerivatives | 5 | 25 | 5.1 | hard 12% | 226 | 25.9 | Sideways | 21.6 | 4.66 | 3.5 | 140 | 9 | 53 | 68 | false | Sell | Trim extended winner -1% | 10 | -4 | BrokerA | VWAP | 92 | null | null | Normal monitoring | 26 | -30 | 13 | 5 | false | Within IPS guidelines |
P7315 | Systematic | Roth | USD | 2025-01-09 | 1,833,279 | 150,103 | 1,683,176 | 1 | 58.3 | 28.6 | 6.3 | 6.7 | XLF:19.5%;TSLA:9.1%;IEF:23.8%;MSFT:23.8%;AAPL:23.8% | US:62.3;EU:14.5;APAC:13.8;EM:8.0;Other:1.3 | Value:0.0;Growth:+0.1;Quality:+0.3;Size:-0.6;Momentum:-0.1;LowVol:-0.9 | null | 7 | 30 | 4.9 | trailing 9% | 146 | 19.9 | Bull | 15.8 | 4.02 | 2 | 72 | 22 | 68 | 46 | false | Rebalance | Shift +1% to bonds from equity | 20 | -7 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 73 | -49 | 185 | 3 | false | Increase defensive factor exposure |
P7316 | Hands-off | Taxable | USD | 2024-08-26 | 476,179 | 27,614 | 448,565 | 1 | 68.9 | 17 | 8 | 6 | MSFT:17.7%;QQQ:10.8%;BND:23.9%;GLD:23.9%;IEF:23.9% | US:57.1;EU:20.3;APAC:15.0;EM:4.5;Other:3.1 | Value:+0.6;Growth:+0.4;Quality:-1.0;Size:-0.6;Momentum:-0.5;LowVol:+0.6 | ESGOnly | 6 | 35 | 4 | hard 10% | 128 | 19.7 | Sideways | 19.4 | 4.92 | 2.1 | 120 | -12 | 55 | 51 | false | Buy | Add to core equity +1% | 35 | -32 | BrokerC | MKT | 88 | null | null | Normal monitoring | 6 | -46 | 28 | 5 | false | Tax-aware sells next window |
P7317 | Cautious | Roth | USD | 2024-09-09 | 469,080 | 69,242 | 399,838 | 1 | 51 | 33.6 | 2.8 | 12.6 | VTI:22.5%;VOO:12.3%;TSLA:22.5%;AAPL:12.6%;HYG:12.3%;BND:17.8% | US:62.8;EU:14.4;APAC:12.7;EM:7.3;Other:2.9 | Value:+1.0;Growth:-0.8;Quality:-0.4;Size:-0.6;Momentum:+0.1;LowVol:-0.2 | NoDerivatives;NoMargin | 10 | 25 | 5.5 | hard 10% | 161 | 16.5 | Volatile | 21.1 | 4.25 | 3.1 | 124 | 58 | 80 | 54 | false | Rebalance | Shift +1% to bonds from equity | -9 | -16 | BrokerB | MKT | 99 | null | null | Normal monitoring | 64 | -10 | 108 | 3 | false | Increase defensive factor exposure |
P7318 | Active | IRA | USD | 2024-09-21 | 532,020 | 45,410 | 486,610 | 1 | 55.1 | 27.8 | 9.8 | 7.3 | VNQ:33.3%;MUB:33.3%;HYG:33.3% | US:63.6;EU:16.0;APAC:10.9;EM:6.9;Other:2.6 | Value:+0.2;Growth:-0.0;Quality:-0.3;Size:+0.3;Momentum:-0.4;LowVol:+0.1 | null | 6 | 25 | 4.2 | trailing 9% | 205 | 21.3 | Bear | 23 | 4.22 | 2.9 | 168 | -71 | 19 | 59 | false | Rebalance | Shift +1% to bonds from equity | 5 | 14 | BrokerB | LMT | 91 | null | null | Normal monitoring | 100 | -11 | 112 | 5 | false | Within IPS guidelines |
P7319 | Opportunistic | Trust | USD | 2025-09-14 | 449,595 | 29,692 | 419,903 | 1 | 66 | 10 | 16.2 | 7.8 | GLD:34.9%;TSLA:30.1%;TLT:34.9% | US:64.9;EU:9.9;APAC:11.7;EM:9.5;Other:4.0 | Value:-0.3;Growth:+0.8;Quality:+0.3;Size:-0.9;Momentum:-0.3;LowVol:-0.3 | MaxPos7% | 10 | 30 | 6.9 | trailing 9% | 240 | 35 | Bear | 28.4 | 4.14 | 1.1 | 160 | -52 | 28 | 80 | true | Hedge | Buy index puts 1% notional | -3 | -13 | BrokerD | MKT | 98 | VAR>budget | Reduce | Risk above budget threshold | 13 | -36 | 102 | 4 | true | Tax-aware sells next window |
P7320 | Hands-off | Trust | USD | 2025-01-08 | 844,516 | 82,549 | 761,967 | 1 | 62.2 | 29.2 | 0 | 8.6 | TSLA:25.5%;BND:12.7%;HYG:25.5%;AAPL:18.2%;XLF:18.1% | US:75.0;EU:5.8;APAC:7.9;EM:8.6;Other:2.7 | Value:+0.2;Growth:-0.3;Quality:-0.1;Size:-0.5;Momentum:-0.8;LowVol:+0.8 | ESGOnly;NoDerivatives | 6 | 25 | 4.6 | hard 10% | 153 | 17.4 | Bear | 30.2 | 3.68 | 2.5 | 152 | -86 | 22 | 69 | false | NoAction | Within bands; monitor | 6 | 6 | BrokerD | VWAP | 85 | null | null | Normal monitoring | 34 | 4 | 34 | 5 | false | Tighten stops on momentum names |
P7321 | Hands-off | Trust | USD | 2024-07-12 | 474,986 | 36,694 | 438,292 | 1 | 65.2 | 27.3 | 0.2 | 7.3 | VTI:16.7%;BRK.B:22.1%;MSFT:19.5%;AMZN:22.1%;TSLA:19.7% | US:60.6;EU:8.1;APAC:17.0;EM:10.5;Other:3.8 | Value:+0.5;Growth:+0.5;Quality:+0.2;Size:+0.1;Momentum:-0.4;LowVol:+0.7 | MaxPos5%;NoDerivatives | 5 | 25 | 5.8 | hard 10% | 147 | 18 | Sideways | 17.4 | 4.01 | 2.4 | 106 | 16 | 52 | 45 | false | Rebalance | Shift +1% to bonds from equity | 15 | -35 | BrokerA | LMT | 100 | null | null | Normal monitoring | 99 | -51 | 118 | 4 | false | Tax-aware sells next window |
P7322 | Active | 401k | USD | 2025-05-04 | 1,246,857 | 110,345 | 1,136,512 | 1 | 64.2 | 21.5 | 5.5 | 8.7 | TSLA:33.3%;BRK.B:33.3%;MUB:33.3% | US:69.0;EU:17.7;APAC:5.8;EM:7.0;Other:0.4 | Value:+0.1;Growth:+0.2;Quality:-0.2;Size:-0.2;Momentum:-0.1;LowVol:+0.5 | MaxPos7% | 8 | 30 | 4.3 | trailing 8% | 159 | 21.6 | Sideways | 18.3 | 4.91 | 2.4 | 93 | -28 | 23 | 65 | true | Reduce | Cut high-beta by 2-3%, add cash | 1 | -8 | BrokerA | LMT | 95 | VAR>budget | Reduce | Risk above budget threshold | 76 | -47 | 175 | 5 | false | Increase defensive factor exposure |
P7323 | Active | Roth | USD | 2025-06-01 | 933,448 | 68,105 | 865,343 | 1 | 60.8 | 25.1 | 5.4 | 8.7 | BND:33.3%;XLF:33.3%;AAPL:33.3% | US:71.3;EU:7.2;APAC:13.1;EM:4.4;Other:4.0 | Value:-0.5;Growth:+0.5;Quality:-0.7;Size:+0.6;Momentum:-0.8;LowVol:+0.8 | MaxPos8%;NoDerivatives | 5 | 30 | 4.7 | trailing 9% | 213 | 18.8 | Sideways | 19.3 | 4.75 | 2.9 | 114 | 19 | 67 | 65 | false | NoAction | Within bands; monitor | 10 | -24 | BrokerB | VWAP | 94 | null | null | Normal monitoring | 0 | 11 | 87 | 3 | false | Tighten stops on momentum names |
P7324 | Opportunistic | Trust | USD | 2025-06-08 | 1,581,308 | 110,164 | 1,471,144 | 1.23 | 68.1 | 21.7 | 2.9 | 7.3 | IEF:17.8%;GLD:19.0%;MSFT:19.5%;QQQ:11.8%;TSLA:18.6%;BRK.B:13.3% | US:75.5;EU:6.5;APAC:11.0;EM:5.9;Other:1.2 | Value:-0.6;Growth:-0.2;Quality:-0.1;Size:-0.5;Momentum:-0.4;LowVol:+0.4 | NoDerivatives | 5 | 30 | 4.2 | trailing 7% | 216 | 28.6 | Bull | 11.9 | 4.9 | 2.7 | 101 | 74 | 72 | 50 | false | Rebalance | Shift +1% to bonds from equity | 16 | -5 | BrokerD | LMT | 100 | null | null | Normal monitoring | 50 | -47 | 10 | 4 | false | Tax-aware sells next window |
P7325 | Opportunistic | Trust | USD | 2025-07-25 | 1,059,902 | 45,511 | 1,014,391 | 1.23 | 73.1 | 18.4 | 0 | 8.5 | AMZN:20.1%;XLF:18.9%;VTI:19.0%;HYG:11.8%;MSFT:12.2%;TSLA:17.9% | US:69.1;EU:8.1;APAC:14.7;EM:5.6;Other:2.6 | Value:-0.6;Growth:-0.1;Quality:-0.5;Size:-0.6;Momentum:-0.4;LowVol:-0.2 | null | 8 | 30 | 4 | hard 12% | 175 | 25.1 | Sideways | 17.7 | 3.86 | 2.1 | 116 | 5 | 49 | 53 | false | Buy | Add to core equity +1% | 12 | -39 | BrokerB | MKT | 91 | null | null | Normal monitoring | -1 | -23 | -32 | 4 | false | Increase defensive factor exposure |
P7326 | Hands-off | Roth | USD | 2024-08-26 | 648,619 | 33,174 | 615,445 | 1 | 58.8 | 27.9 | 3.4 | 9.9 | AMZN:25.0%;TLT:25.0%;GLD:25.0%;HYG:25.0% | US:71.1;EU:5.9;APAC:11.6;EM:8.2;Other:3.3 | Value:+0.3;Growth:-0.8;Quality:+0.3;Size:+0.4;Momentum:-0.9;LowVol:+0.4 | ESGOnly;MaxPos6% | 7 | 30 | 3.8 | trailing 10% | 111 | 12.3 | Sideways | 16 | 4.88 | 3.5 | 115 | -1 | 36 | 41 | true | Hedge | Buy index puts 1% notional | 6 | -16 | BrokerD | LMT | 91 | VAR>budget | Reduce | Risk above budget threshold | -56 | -8 | -50 | 4 | false | Tax-aware sells next window |
P7327 | Opportunistic | Roth | USD | 2025-09-17 | 828,260 | 27,633 | 800,627 | 1 | 60.6 | 12.1 | 22.8 | 4.4 | GLD:21.6%;AMZN:12.1%;VTI:20.6%;HYG:17.1%;XLF:16.8%;BND:11.8% | US:64.7;EU:18.7;APAC:9.0;EM:3.8;Other:3.9 | Value:-0.9;Growth:-0.5;Quality:-0.4;Size:+0.7;Momentum:-0.9;LowVol:-0.8 | MaxPos6%;NoDerivatives | 6 | 30 | 5.5 | hard 12% | 215 | 26.7 | Bear | 24.9 | 4.18 | 2.1 | 144 | 13 | 49 | 58 | false | Buy | Add to core equity +1% | 17 | 0 | BrokerA | LMT | 91 | null | null | Normal monitoring | 62 | -59 | 183 | 3 | false | Tax-aware sells next window |
P7328 | Hands-off | Trust | USD | 2025-02-04 | 237,307 | 11,472 | 225,835 | 1 | 73.4 | 15.7 | 5.1 | 5.8 | MSFT:23.0%;AMZN:16.7%;BRK.B:21.3%;IEF:23.0%;VOO:16.0% | US:70.1;EU:17.9;APAC:6.2;EM:4.7;Other:1.1 | Value:+0.8;Growth:-0.9;Quality:-0.5;Size:+0.3;Momentum:-0.6;LowVol:-0.7 | NoDerivatives | 5 | 35 | 4.9 | trailing 8% | 112 | 14.5 | Volatile | 25.9 | 4.03 | 2.9 | 180 | 15 | 46 | 77 | true | Hedge | Buy index puts 1% notional | 5 | -28 | BrokerC | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 39 | -45 | 86 | 5 | false | Tighten stops on momentum names |
P7329 | Systematic | Taxable | USD | 2025-05-10 | 1,842,716 | 90,860 | 1,751,856 | 1 | 61.9 | 30.5 | 0 | 7.6 | VTI:14.8%;HYG:15.3%;AAPL:16.9%;GLD:20.0%;MSFT:13.5%;VNQ:19.4% | US:68.3;EU:16.6;APAC:6.8;EM:8.0;Other:0.3 | Value:+0.3;Growth:+0.5;Quality:+0.2;Size:-0.7;Momentum:-0.4;LowVol:+0.3 | null | 5 | 25 | 4.2 | trailing 8% | 196 | 24.1 | Sideways | 17.9 | 4.4 | 2.6 | 100 | 48 | 67 | 48 | false | Hedge | Add TLT +1% as duration hedge | -14 | -20 | BrokerD | MKT | 87 | null | null | Normal monitoring | 43 | -25 | 105 | 5 | false | Tax-aware sells next window |
P7330 | Hands-off | IRA | USD | 2024-10-30 | 191,571 | 7,971 | 183,600 | 1 | 63.6 | 21.2 | 6.2 | 8.9 | TLT:21.2%;QQQ:18.3%;MUB:12.6%;BRK.B:17.7%;HYG:19.1%;VNQ:11.1% | US:60.6;EU:15.1;APAC:13.2;EM:9.7;Other:1.5 | Value:+0.7;Growth:-0.4;Quality:-1.0;Size:+0.5;Momentum:+0.9;LowVol:-0.2 | ESGOnly;MaxPos6% | 7 | 30 | 4.3 | trailing 8% | 121 | 19.2 | Bull | 15.9 | 4.8 | 3.1 | 113 | 13 | 42 | 56 | false | Hedge | Add TLT +1% as duration hedge | -6 | -30 | BrokerC | LMT | 91 | null | null | Normal monitoring | 5 | 12 | 98 | 4 | false | Monitor dispersion and breadth |
P7331 | Hands-off | 401k | USD | 2024-08-18 | 837,278 | 69,967 | 767,311 | 1 | 70.2 | 18.5 | 1.4 | 9.9 | VOO:26.8%;TSLA:26.8%;VTI:26.8%;HYG:19.6% | US:67.2;EU:17.6;APAC:6.8;EM:5.1;Other:3.3 | Value:+1.0;Growth:-0.3;Quality:-0.1;Size:-0.3;Momentum:-0.8;LowVol:+0.6 | MaxPos8% | 7 | 25 | 4.8 | trailing 8% | 108 | 17.7 | Bull | 14.2 | 4.25 | 2.2 | 113 | 59 | 75 | 58 | false | Sell | Trim extended winner -1% | -1 | -9 | BrokerC | MKT | 100 | null | null | Normal monitoring | 71 | -58 | 110 | 4 | false | Tighten stops on momentum names |
P7332 | Opportunistic | Trust | USD | 2024-10-31 | 701,663 | 25,062 | 676,601 | 1 | 72.8 | 18.8 | 3.6 | 4.8 | HYG:14.5%;AMZN:21.2%;MUB:21.2%;IEF:18.1%;BND:18.2%;TSLA:6.9% | US:64.7;EU:12.4;APAC:12.9;EM:7.2;Other:2.7 | Value:+0.2;Growth:+0.5;Quality:+0.4;Size:+0.5;Momentum:+0.1;LowVol:+0.3 | MaxPos7% | 10 | 25 | 5.8 | trailing 7% | 177 | 28.2 | Bull | 17.5 | 4.7 | 2.8 | 81 | 72 | 81 | 48 | false | Rebalance | Shift +1% to bonds from equity | 33 | 9 | BrokerD | MKT | 99 | null | null | Normal monitoring | 108 | -6 | 148 | 3 | false | Tax-aware sells next window |
P7333 | Systematic | Trust | USD | 2025-08-09 | 969,507 | 93,679 | 875,828 | 1 | 66.8 | 27.5 | 0.1 | 5.6 | AMZN:12.7%;VTI:13.6%;MSFT:19.8%;GLD:19.2%;MUB:17.8%;BRK.B:16.8% | US:70.1;EU:10.1;APAC:9.9;EM:5.1;Other:4.8 | Value:+0.4;Growth:-0.7;Quality:-0.7;Size:+0.1;Momentum:-0.2;LowVol:+0.5 | MaxPos6% | 6 | 35 | 5.7 | trailing 8% | 204 | 16.3 | Volatile | 30.4 | 4.42 | 3.3 | 179 | -4 | 39 | 90 | true | Hedge | Buy index puts 1% notional | -6 | -25 | BrokerB | VWAP | 100 | VAR>budget | Hedge | Risk above budget threshold | -32 | -3 | 51 | 3 | true | Increase defensive factor exposure |
P7334 | Hands-off | Roth | USD | 2025-10-08 | 242,259 | 13,755 | 228,504 | 1 | 60.6 | 22.9 | 7.8 | 8.8 | VTI:21.7%;AAPL:21.7%;TSLA:13.4%;QQQ:21.7%;MSFT:21.7% | US:70.4;EU:6.6;APAC:6.0;EM:12.1;Other:4.9 | Value:+0.1;Growth:-0.1;Quality:+0.1;Size:-0.7;Momentum:+0.8;LowVol:-0.4 | ESGOnly | 6 | 25 | 4.4 | hard 10% | 137 | 18.1 | Sideways | 20.1 | 3.69 | 2.2 | 99 | -21 | 43 | 66 | false | Buy | Add to core equity +1% | 15 | -40 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 107 | 16 | 227 | 5 | false | Monitor dispersion and breadth |
P7335 | Opportunistic | Taxable | USD | 2025-07-09 | 1,001,707 | 85,075 | 916,632 | 1 | 69.9 | 14.3 | 9.1 | 6.7 | IEF:22.7%;BND:22.7%;TLT:22.7%;TSLA:14.5%;XLF:17.3% | US:75.4;EU:8.8;APAC:5.3;EM:7.0;Other:3.5 | Value:-0.2;Growth:-0.9;Quality:+0.3;Size:+0.6;Momentum:+0.4;LowVol:+0.5 | MaxPos7%;NoDerivatives | 5 | 25 | 6.6 | trailing 9% | 255 | 22.7 | Sideways | 17.1 | 4.79 | 3.1 | 110 | 24 | 68 | 59 | true | Hedge | Buy index puts 1% notional | 8 | 5 | BrokerB | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -33 | -49 | -6 | 2 | false | Monitor dispersion and breadth |
P7336 | Cautious | 401k | USD | 2024-12-02 | 232,127 | 26,648 | 205,479 | 1 | 48.4 | 40.4 | 0 | 11.1 | AMZN:7.1%;BND:7.9%;MUB:21.8%;VOO:21.8%;XLF:19.6%;VNQ:21.8% | US:73.5;EU:9.0;APAC:7.9;EM:8.1;Other:1.6 | Value:+0.6;Growth:-0.5;Quality:-1.0;Size:+0.3;Momentum:+0.6;LowVol:-0.2 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 7 | 25 | 5.5 | hard 10% | 97 | 18.9 | Bull | 14 | 3.7 | 3.1 | 95 | 62 | 77 | 32 | false | Sell | Trim extended winner -1% | 32 | -16 | BrokerD | LMT | 98 | null | null | Normal monitoring | -4 | -9 | 77 | 4 | false | Tighten stops on momentum names |
P7337 | Hands-off | Taxable | USD | 2025-10-01 | 586,085 | 44,707 | 541,378 | 1 | 64.1 | 21.4 | 5 | 9.5 | TLT:33.3%;HYG:33.3%;GLD:33.3% | US:69.3;EU:17.5;APAC:7.7;EM:5.1;Other:0.5 | Value:+0.7;Growth:-0.6;Quality:+0.8;Size:-1.0;Momentum:-0.3;LowVol:+0.2 | MaxPos8%;NoDerivatives | 7 | 30 | 4.7 | hard 10% | 149 | 18.9 | Sideways | 20.9 | 3.56 | 2.7 | 135 | 59 | 70 | 56 | false | Buy | Add to core equity +1% | 33 | -8 | BrokerD | MKT | 98 | null | null | Normal monitoring | 104 | -42 | 188 | 3 | false | Tighten stops on momentum names |
P7338 | Opportunistic | Trust | USD | 2025-06-19 | 1,034,788 | 51,984 | 982,804 | 1.07 | 65 | 19.7 | 7.7 | 7.6 | GLD:23.6%;MUB:23.6%;AAPL:23.6%;VNQ:10.3%;HYG:18.9% | US:71.5;EU:7.3;APAC:11.2;EM:5.5;Other:4.4 | Value:+0.2;Growth:+0.9;Quality:+0.6;Size:+0.9;Momentum:+0.5;LowVol:+0.7 | NoDerivatives | 8 | 25 | 4.7 | hard 12% | 222 | 33.9 | Bull | 16.1 | 3.63 | 2.5 | 101 | 10 | 54 | 43 | false | Sell | Trim extended winner -1% | -1 | -24 | BrokerA | VWAP | 97 | null | null | Normal monitoring | -35 | -32 | 16 | 5 | false | Tighten stops on momentum names |
P7339 | Cautious | Taxable | USD | 2025-02-11 | 883,858 | 75,762 | 808,096 | 1 | 41.8 | 30.7 | 14.3 | 13.1 | QQQ:18.4%;MSFT:27.2%;VNQ:27.2%;XLF:27.2% | US:65.6;EU:7.7;APAC:12.7;EM:10.8;Other:3.3 | Value:+0.6;Growth:-1.0;Quality:+0.5;Size:+1.0;Momentum:+0.2;LowVol:-0.4 | ESGOnly;MaxPos5%;NoMargin | 5 | 35 | 3.9 | trailing 10% | 127 | 12.8 | Bear | 27.6 | 3.26 | 2.7 | 208 | -56 | 35 | 61 | false | Sell | Trim extended winner -1% | 7 | -2 | BrokerA | MKT | 90 | null | null | Normal monitoring | -23 | -10 | 68 | 3 | false | Within IPS guidelines |
P7340 | Opportunistic | Taxable | USD | 2024-12-29 | 649,415 | 55,878 | 593,537 | 1 | 68.7 | 12.3 | 11.3 | 7.8 | TLT:24.1%;XLF:28.2%;VTI:19.6%;MSFT:28.2% | US:65.4;EU:12.3;APAC:12.0;EM:6.7;Other:3.7 | Value:+0.1;Growth:-0.8;Quality:+0.7;Size:-0.7;Momentum:+0.4;LowVol:-0.2 | MaxPos7%;NoDerivatives | 7 | 35 | 4.5 | trailing 9% | 209 | 20.4 | Bull | 12.2 | 3.63 | 2.9 | 106 | 25 | 61 | 49 | false | Sell | Trim extended winner -1% | 13 | 0 | BrokerA | LMT | 90 | null | null | Normal monitoring | -40 | -10 | -20 | 5 | false | Monitor dispersion and breadth |
P7341 | Active | Taxable | USD | 2025-02-18 | 1,388,382 | 102,195 | 1,286,187 | 1 | 50.8 | 24.2 | 16.9 | 8.1 | MSFT:33.3%;GLD:33.3%;AAPL:33.3% | US:63.7;EU:16.8;APAC:13.7;EM:4.8;Other:1.0 | Value:+0.7;Growth:-0.6;Quality:-0.6;Size:-0.4;Momentum:-0.8;LowVol:+1.0 | NoDerivatives | 5 | 25 | 5.2 | hard 12% | 127 | 20.6 | Volatile | 21.8 | 5.07 | 2.4 | 112 | -49 | 25 | 52 | false | NoAction | Within bands; monitor | 17 | 15 | BrokerD | LMT | 89 | null | null | Normal monitoring | 108 | 18 | 129 | 4 | false | Within IPS guidelines |
P7342 | Active | 401k | USD | 2024-07-29 | 2,075,615 | 213,229 | 1,862,386 | 1 | 60.3 | 25.2 | 6.8 | 7.7 | HYG:33.3%;VTI:33.3%;VNQ:33.3% | US:76.7;EU:11.6;APAC:5.0;EM:4.5;Other:2.2 | Value:+0.7;Growth:-0.4;Quality:+1.0;Size:-0.6;Momentum:+0.3;LowVol:+0.5 | NoDerivatives | 7 | 35 | 4.4 | trailing 8% | 191 | 17.5 | Volatile | 24.6 | 5.27 | 3.5 | 117 | 16 | 54 | 56 | false | Sell | Trim extended winner -1% | 11 | -24 | BrokerC | LMT | 90 | null | null | Normal monitoring | 107 | -29 | 191 | 4 | false | Within IPS guidelines |
P7343 | Systematic | Roth | USD | 2024-08-30 | 676,567 | 28,567 | 648,000 | 1 | 67 | 27.7 | 0 | 5.3 | QQQ:25.0%;MSFT:25.0%;AAPL:25.0%;AMZN:25.0% | US:67.0;EU:8.2;APAC:13.2;EM:8.8;Other:2.8 | Value:-0.9;Growth:-0.8;Quality:0.0;Size:+0.2;Momentum:-0.4;LowVol:-0.4 | MaxPos5%;NoDerivatives | 8 | 30 | 5.1 | trailing 8% | 166 | 25.6 | Volatile | 22 | 4.64 | 2.6 | 127 | 21 | 67 | 74 | true | Hedge | Buy index puts 1% notional | -12 | -31 | BrokerA | LMT | 92 | VAR>budget | Hedge | Risk above budget threshold | 50 | -28 | 167 | 3 | true | Tax-aware sells next window |
P7344 | Hands-off | Roth | USD | 2025-11-10 | 285,586 | 16,133 | 269,453 | 1 | 60 | 18.4 | 14.9 | 6.7 | TLT:33.3%;AAPL:33.3%;VNQ:33.3% | US:70.7;EU:7.0;APAC:11.2;EM:10.5;Other:0.5 | Value:+0.9;Growth:-0.4;Quality:+1.0;Size:+0.7;Momentum:-0.1;LowVol:+0.8 | MaxPos7% | 5 | 35 | 4.9 | trailing 8% | 148 | 16.8 | Bull | 14 | 4.01 | 3.2 | 116 | 30 | 73 | 50 | false | Buy | Add to core equity +1% | -5 | 5 | BrokerB | MKT | 97 | null | null | Normal monitoring | 62 | -9 | 128 | 4 | false | Increase defensive factor exposure |
P7345 | Active | 401k | USD | 2025-11-03 | 1,572,944 | 138,226 | 1,434,718 | 1 | 63.2 | 21.1 | 7.3 | 8.4 | HYG:33.3%;VNQ:33.3%;IEF:33.3% | US:71.8;EU:9.4;APAC:7.5;EM:6.1;Other:5.2 | Value:+0.7;Growth:+0.4;Quality:-0.9;Size:-0.2;Momentum:-0.9;LowVol:+0.2 | MaxPos8%;NoDerivatives | 5 | 25 | 5.1 | trailing 9% | 154 | 23.6 | Volatile | 20.8 | 3.54 | 2.8 | 177 | 38 | 64 | 67 | true | Rebalance | Rebalance back to target bands | 9 | -25 | BrokerC | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | 13 | -43 | 65 | 4 | false | Tax-aware sells next window |
P7346 | Systematic | Taxable | USD | 2025-06-13 | 1,888,595 | 144,771 | 1,743,824 | 1 | 67.3 | 21.7 | 5.1 | 5.9 | IEF:22.8%;VTI:7.7%;MSFT:19.4%;TLT:14.5%;BND:22.8%;MUB:12.7% | US:74.1;EU:5.6;APAC:7.9;EM:11.0;Other:1.4 | Value:0.0;Growth:+0.2;Quality:-0.4;Size:+0.7;Momentum:+0.2;LowVol:+0.6 | NoDerivatives | 8 | 25 | 4.9 | trailing 8% | 162 | 19 | Bear | 23.5 | 4.23 | 1.7 | 180 | -78 | 11 | 73 | true | Hedge | Buy index puts 1% notional | -11 | 13 | BrokerC | MKT | 85 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 8 | -33 | -2 | 2 | false | Monitor dispersion and breadth |
P7347 | Opportunistic | 401k | USD | 2025-08-12 | 783,269 | 26,185 | 757,084 | 1.22 | 66.3 | 12.2 | 16.8 | 4.6 | GLD:27.4%;IEF:17.7%;HYG:27.4%;QQQ:27.4% | US:63.2;EU:17.0;APAC:10.5;EM:8.1;Other:1.2 | Value:+0.9;Growth:-1.0;Quality:+0.9;Size:-0.6;Momentum:-0.7;LowVol:-0.2 | NoDerivatives | 5 | 35 | 5.2 | trailing 9% | 198 | 27.5 | Bull | 16.2 | 4.7 | 3 | 82 | 71 | 98 | 45 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -17 | BrokerC | LMT | 90 | RegimeShift | Pause | Volatility spike and breadth deterioration | 100 | -22 | 89 | 3 | false | Within IPS guidelines |
P7348 | Systematic | Trust | USD | 2025-09-04 | 771,381 | 54,081 | 717,300 | 1 | 64 | 30.1 | 0 | 5.8 | QQQ:24.4%;GLD:20.2%;XLF:15.1%;MSFT:15.9%;VOO:24.4% | US:73.4;EU:6.5;APAC:9.1;EM:7.6;Other:3.3 | Value:-0.6;Growth:+0.5;Quality:+0.1;Size:-1.0;Momentum:-0.8;LowVol:-0.8 | null | 6 | 30 | 6 | trailing 8% | 177 | 23.9 | Sideways | 21.7 | 3.77 | 2.8 | 112 | 13 | 65 | 65 | false | Hedge | Add TLT +1% as duration hedge | 23 | -10 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 84 | 13 | 153 | 3 | false | Tighten stops on momentum names |
P7349 | Systematic | IRA | USD | 2025-04-23 | 1,021,240 | 49,764 | 971,476 | 1 | 60.7 | 30.9 | 0 | 8.4 | AAPL:16.9%;BRK.B:23.5%;VTI:23.5%;QQQ:17.9%;BND:18.1% | US:67.7;EU:18.1;APAC:8.7;EM:4.1;Other:1.4 | Value:-0.2;Growth:+0.2;Quality:+0.1;Size:+0.1;Momentum:-0.6;LowVol:+0.9 | null | 5 | 30 | 5.3 | trailing 8% | 159 | 27.1 | Bull | 15 | 3.72 | 2 | 70 | 34 | 63 | 46 | true | Hedge | Buy index puts 1% notional | 15 | -9 | BrokerA | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | 52 | -49 | 55 | 5 | false | Tax-aware sells next window |
P7350 | Systematic | Roth | USD | 2024-12-05 | 1,956,778 | 151,104 | 1,805,674 | 1 | 61.6 | 23.4 | 7.6 | 7.4 | GLD:11.5%;VOO:9.5%;VNQ:20.6%;AMZN:19.6%;BRK.B:18.2%;BND:20.6% | US:65.3;EU:6.4;APAC:12.6;EM:11.4;Other:4.3 | Value:+0.5;Growth:+0.5;Quality:-0.3;Size:-0.7;Momentum:+0.2;LowVol:+0.7 | null | 8 | 35 | 4.1 | trailing 9% | 157 | 21.5 | Volatile | 21.2 | 3.61 | 2 | 124 | -31 | 43 | 66 | false | Buy | Add to core equity +1% | 18 | 5 | BrokerC | MKT | 94 | null | null | Normal monitoring | 75 | -22 | 167 | 5 | false | Increase defensive factor exposure |
P7351 | Cautious | Taxable | USD | 2024-09-21 | 855,633 | 99,127 | 756,506 | 1 | 46.5 | 43.3 | 0.1 | 10.1 | MSFT:34.5%;IEF:34.5%;BND:30.9% | US:61.8;EU:13.1;APAC:17.2;EM:6.4;Other:1.5 | Value:+0.1;Growth:+0.5;Quality:+0.6;Size:+0.3;Momentum:+0.6;LowVol:+0.2 | ESGOnly;NoMargin | 5 | 30 | 5.1 | trailing 8% | 107 | 19.4 | Volatile | 22.4 | 3.66 | 2.8 | 125 | 47 | 68 | 52 | false | Rebalance | Shift +1% to bonds from equity | 33 | 0 | BrokerB | LMT | 95 | null | null | Normal monitoring | -1 | 1 | 48 | 4 | false | Within IPS guidelines |
P7352 | Cautious | Trust | USD | 2025-03-01 | 679,627 | 98,545 | 581,082 | 1 | 47.1 | 38.4 | 0 | 14.6 | TSLA:32.9%;QQQ:33.5%;IEF:33.5% | US:64.2;EU:17.9;APAC:8.0;EM:5.6;Other:4.3 | Value:-0.5;Growth:-0.4;Quality:+0.7;Size:-0.6;Momentum:+0.1;LowVol:+0.8 | NoMargin | 6 | 35 | 4 | trailing 8% | 103 | 14.2 | Sideways | 18.2 | 4.99 | 2.9 | 131 | -22 | 34 | 48 | false | Rebalance | Shift +1% to bonds from equity | -8 | 10 | BrokerC | LMT | 92 | null | null | Normal monitoring | -9 | -30 | -23 | 4 | false | Tax-aware sells next window |
P7353 | Systematic | Roth | USD | 2024-12-27 | 1,477,385 | 135,426 | 1,341,959 | 1 | 56.6 | 26.9 | 10.6 | 5.9 | VTI:28.7%;TLT:28.7%;BND:13.8%;MSFT:28.7% | US:58.6;EU:19.8;APAC:10.0;EM:7.5;Other:4.1 | Value:-0.4;Growth:-0.7;Quality:+0.2;Size:+0.2;Momentum:-0.4;LowVol:-0.1 | null | 10 | 25 | 5.7 | trailing 8% | 130 | 19.5 | Bear | 27.4 | 3.31 | 1.9 | 135 | -45 | 38 | 68 | false | NoAction | Within bands; monitor | -8 | -13 | BrokerD | LMT | 92 | null | null | Normal monitoring | -18 | 17 | 37 | 4 | false | Tighten stops on momentum names |
P7354 | Hands-off | Roth | USD | 2025-08-07 | 719,093 | 42,538 | 676,555 | 1 | 74.4 | 17.7 | 1.1 | 6.9 | BND:13.7%;MSFT:23.2%;IEF:19.0%;XLF:20.9%;QQQ:23.2% | US:70.2;EU:13.6;APAC:10.3;EM:4.5;Other:1.4 | Value:+0.4;Growth:+0.3;Quality:-0.4;Size:-0.4;Momentum:+0.3;LowVol:-0.7 | ESGOnly;MaxPos8% | 10 | 35 | 4.1 | trailing 8% | 113 | 15.2 | Bull | 14.5 | 3.61 | 2.5 | 91 | 114 | 94 | 61 | false | Buy | Add to core equity +1% | 3 | -7 | BrokerC | LMT | 91 | null | null | Normal monitoring | 65 | -10 | 52 | 4 | false | Monitor dispersion and breadth |
P7355 | Cautious | IRA | USD | 2025-06-24 | 589,080 | 70,678 | 518,402 | 1 | 43.7 | 32.2 | 13.4 | 10.7 | IEF:26.2%;AAPL:26.2%;HYG:26.2%;GLD:21.3% | US:60.7;EU:15.8;APAC:14.5;EM:4.1;Other:5.0 | Value:-0.9;Growth:-1.0;Quality:-0.4;Size:-1.0;Momentum:-0.3;LowVol:-0.4 | ESGOnly;MaxPos6%;NoMargin | 10 | 30 | 5.6 | trailing 8% | 137 | 15.6 | Bear | 25.2 | 3.19 | 3 | 140 | -37 | 37 | 59 | false | Sell | Trim extended winner -1% | -2 | 10 | BrokerD | LMT | 91 | null | null | Normal monitoring | 63 | -47 | 87 | 3 | false | Increase defensive factor exposure |
P7356 | Active | Roth | USD | 2025-08-12 | 1,398,776 | 138,662 | 1,260,114 | 1 | 53.9 | 24 | 14.9 | 7.2 | TLT:33.3%;TSLA:33.3%;VOO:33.3% | US:70.7;EU:14.0;APAC:7.8;EM:3.6;Other:4.0 | Value:+0.6;Growth:-0.7;Quality:+0.3;Size:-0.2;Momentum:-0.5;LowVol:-0.9 | MaxPos5% | 10 | 35 | 5.7 | trailing 8% | 144 | 18.7 | Volatile | 20.9 | 3.92 | 2.4 | 129 | -29 | 25 | 47 | false | NoAction | Within bands; monitor | 11 | -9 | BrokerD | LMT | 90 | null | null | Normal monitoring | 109 | 2 | 97 | 4 | false | Increase defensive factor exposure |
P7357 | Hands-off | Trust | USD | 2025-03-24 | 620,409 | 52,941 | 567,468 | 1 | 59.4 | 22.3 | 12.2 | 6.1 | TSLA:25.9%;VOO:25.9%;XLF:22.4%;IEF:25.9% | US:69.1;EU:11.5;APAC:6.0;EM:7.7;Other:5.8 | Value:+0.6;Growth:+0.3;Quality:-0.5;Size:0.0;Momentum:+0.1;LowVol:+0.1 | MaxPos7% | 8 | 30 | 5.7 | hard 10% | 165 | 13.4 | Sideways | 20.5 | 3.57 | 2.4 | 118 | -10 | 35 | 64 | false | Buy | Add to core equity +1% | -6 | -24 | BrokerB | MKT | 91 | null | null | Normal monitoring | 37 | 6 | 61 | 4 | false | Tighten stops on momentum names |
P7358 | Opportunistic | Roth | USD | 2024-11-20 | 1,454,658 | 82,423 | 1,372,235 | 1 | 65.1 | 11.8 | 17.9 | 5.2 | IEF:18.7%;TLT:8.7%;VTI:21.1%;XLF:16.4%;TSLA:14.1%;MUB:21.1% | US:68.3;EU:13.2;APAC:12.0;EM:5.7;Other:0.8 | Value:-0.8;Growth:+0.6;Quality:-1.0;Size:+0.9;Momentum:-0.7;LowVol:-0.9 | null | 6 | 25 | 5.8 | hard 12% | 162 | 34.2 | Bear | 34.2 | 4.25 | 2.2 | 160 | -20 | 53 | 94 | true | Rebalance | Rebalance back to target bands | 5 | -17 | BrokerD | VWAP | 92 | VAR>budget | Pause | Risk above budget threshold | 77 | -22 | 198 | 3 | false | Monitor dispersion and breadth |
P7359 | Active | IRA | USD | 2025-08-10 | 2,043,394 | 144,262 | 1,899,132 | 1 | 55.6 | 21.7 | 15.2 | 7.6 | BND:14.0%;MUB:22.3%;GLD:24.9%;VTI:24.9%;XLF:13.8% | US:78.1;EU:10.4;APAC:5.1;EM:4.9;Other:1.4 | Value:+0.9;Growth:+0.7;Quality:-0.8;Size:+0.5;Momentum:+0.3;LowVol:-0.8 | MaxPos7% | 7 | 30 | 5.2 | hard 12% | 147 | 26.1 | Bull | 11.9 | 4.06 | 3.3 | 108 | 77 | 78 | 32 | false | Buy | Add to core equity +1% | 3 | -23 | BrokerA | VWAP | 100 | null | null | Normal monitoring | -25 | 0 | -26 | 3 | false | Tax-aware sells next window |
P7360 | Active | Taxable | USD | 2025-06-22 | 2,126,784 | 249,218 | 1,877,566 | 1 | 52 | 25.7 | 14.8 | 7.5 | XLF:36.2%;MSFT:36.2%;AAPL:27.7% | US:66.7;EU:11.6;APAC:10.4;EM:9.6;Other:1.6 | Value:+0.9;Growth:+0.7;Quality:+0.8;Size:+0.8;Momentum:-0.2;LowVol:+0.8 | MaxPos6% | 7 | 30 | 5.4 | trailing 8% | 151 | 20.9 | Volatile | 22.7 | 4.78 | 3.3 | 156 | 71 | 77 | 56 | false | Rebalance | Shift +1% to bonds from equity | -10 | 15 | BrokerB | LMT | 94 | null | null | Normal monitoring | 56 | 4 | 64 | 3 | false | Increase defensive factor exposure |
P7361 | Systematic | IRA | USD | 2024-07-30 | 557,192 | 39,907 | 517,285 | 1 | 55.5 | 20.3 | 16.1 | 8.1 | GLD:15.2%;VOO:21.2%;IEF:9.8%;QQQ:21.2%;TSLA:21.2%;MSFT:11.5% | US:64.2;EU:15.0;APAC:8.5;EM:10.2;Other:2.1 | Value:+0.5;Growth:-0.9;Quality:+0.7;Size:-0.4;Momentum:+0.4;LowVol:+0.6 | null | 5 | 35 | 5.9 | trailing 9% | 164 | 18 | Bull | 15.1 | 4.15 | 2.3 | 94 | 46 | 62 | 41 | false | Sell | Trim extended winner -1% | -15 | -8 | BrokerC | LMT | 88 | null | null | Normal monitoring | -20 | 7 | 57 | 4 | false | Increase defensive factor exposure |
P7362 | Hands-off | IRA | USD | 2025-03-29 | 311,218 | 30,372 | 280,846 | 1 | 57.9 | 22.4 | 11.9 | 7.8 | MSFT:33.3%;MUB:33.3%;TSLA:33.3% | US:64.7;EU:15.7;APAC:12.1;EM:4.7;Other:2.9 | Value:-0.4;Growth:-0.0;Quality:-0.5;Size:0.0;Momentum:-0.6;LowVol:-0.6 | ESGOnly | 6 | 35 | 3.1 | hard 10% | 126 | 12.9 | Volatile | 24.6 | 4.4 | 3.9 | 156 | -43 | 26 | 58 | false | Rebalance | Shift +1% to bonds from equity | 9 | -5 | BrokerB | MKT | 95 | null | null | Normal monitoring | -38 | -56 | -50 | 4 | false | Tighten stops on momentum names |
P7363 | Systematic | 401k | USD | 2025-03-28 | 1,952,861 | 128,797 | 1,824,064 | 1 | 60.2 | 23.6 | 7.7 | 8.5 | MUB:20.7%;VNQ:13.3%;BND:20.7%;TLT:15.5%;GLD:15.9%;VOO:13.8% | US:68.9;EU:12.2;APAC:11.8;EM:5.8;Other:1.3 | Value:0.0;Growth:+0.2;Quality:-0.5;Size:+0.7;Momentum:-0.2;LowVol:0.0 | NoDerivatives | 8 | 30 | 5.2 | trailing 8% | 181 | 19.2 | Volatile | 24.6 | 5.08 | 3.9 | 118 | -24 | 30 | 57 | true | Hedge | Buy index puts 1% notional | -8 | -38 | BrokerB | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -36 | -11 | -60 | 4 | false | Increase defensive factor exposure |
P7364 | Systematic | Roth | USD | 2025-02-10 | 857,089 | 34,956 | 822,133 | 1 | 57.7 | 21.9 | 11.2 | 9.2 | BRK.B:26.2%;VOO:25.9%;BND:26.2%;IEF:21.8% | US:62.1;EU:20.5;APAC:8.4;EM:3.8;Other:5.3 | Value:-0.2;Growth:-0.7;Quality:-0.8;Size:0.0;Momentum:+1.0;LowVol:-0.2 | null | 5 | 30 | 5.1 | trailing 8% | 166 | 18.9 | Bear | 30.6 | 3.67 | 2.2 | 202 | -95 | 7 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | -32 | BrokerC | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | 113 | -34 | 123 | 4 | false | Tax-aware sells next window |
P7365 | Systematic | Taxable | USD | 2025-05-18 | 678,726 | 59,435 | 619,291 | 1 | 55.4 | 30.7 | 7.2 | 6.7 | MUB:27.9%;MSFT:27.9%;QQQ:27.9%;BND:16.3% | US:58.7;EU:15.7;APAC:11.9;EM:9.8;Other:4.0 | Value:-0.3;Growth:-0.1;Quality:+0.5;Size:+0.6;Momentum:-0.5;LowVol:-0.4 | MaxPos5% | 6 | 35 | 4.3 | trailing 8% | 230 | 18.7 | Sideways | 19.7 | 3.73 | 2.7 | 114 | 5 | 42 | 49 | false | Sell | Trim extended winner -1% | 22 | -20 | BrokerB | MKT | 90 | null | null | Normal monitoring | 13 | 10 | 120 | 5 | false | Monitor dispersion and breadth |
P7366 | Systematic | Trust | USD | 2024-09-26 | 1,289,814 | 104,234 | 1,185,580 | 1 | 63.3 | 29.3 | 0 | 7.4 | VOO:23.1%;BRK.B:25.6%;XLF:25.6%;VTI:25.6% | US:73.9;EU:9.3;APAC:8.8;EM:6.6;Other:1.5 | Value:-0.3;Growth:-0.6;Quality:+0.3;Size:-0.6;Momentum:-0.6;LowVol:+0.9 | MaxPos5%;NoDerivatives | 6 | 35 | 4.2 | trailing 8% | 198 | 18.6 | Volatile | 27.5 | 4 | 2.7 | 115 | 2 | 53 | 68 | true | Rebalance | Rebalance back to target bands | -4 | -35 | BrokerC | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 29 | -22 | 117 | 3 | false | Increase defensive factor exposure |
P7367 | Cautious | Taxable | USD | 2025-05-02 | 238,883 | 30,735 | 208,148 | 1 | 38 | 41 | 3.6 | 17.4 | MUB:25.8%;BND:37.1%;XLF:37.1% | US:64.4;EU:11.4;APAC:8.9;EM:11.8;Other:3.6 | Value:-0.4;Growth:+0.5;Quality:0.0;Size:-0.9;Momentum:-0.4;LowVol:+0.1 | NoMargin | 7 | 30 | 4.7 | trailing 10% | 139 | 14 | Volatile | 31.6 | 5.29 | 2.6 | 116 | 60 | 78 | 61 | false | Buy | Add to core equity +1% | -6 | 6 | BrokerC | LMT | 92 | null | null | Normal monitoring | 91 | -40 | 103 | 3 | false | Increase defensive factor exposure |
P7368 | Opportunistic | IRA | USD | 2025-09-30 | 1,454,398 | 122,124 | 1,332,274 | 1.06 | 67.7 | 12.4 | 11.7 | 8.2 | TSLA:35.0%;MUB:30.0%;VTI:35.0% | US:63.6;EU:11.6;APAC:13.2;EM:6.7;Other:4.8 | Value:+0.9;Growth:+0.3;Quality:+0.5;Size:-0.3;Momentum:-0.6;LowVol:+0.2 | null | 7 | 25 | 6.2 | trailing 7% | 215 | 31.4 | Bull | 13.5 | 4.78 | 3 | 74 | 113 | 100 | 51 | true | Hedge | Buy index puts 1% notional | 28 | -31 | BrokerD | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -39 | 9 | 10 | 3 | false | Tax-aware sells next window |
P7369 | Active | Taxable | USD | 2025-03-23 | 677,934 | 49,852 | 628,082 | 1 | 60.1 | 18.3 | 15.6 | 6 | QQQ:33.3%;MUB:33.3%;TLT:33.3% | US:68.3;EU:10.7;APAC:7.5;EM:9.7;Other:3.7 | Value:+0.8;Growth:-0.7;Quality:+0.7;Size:-0.2;Momentum:+0.2;LowVol:0.0 | MaxPos5% | 8 | 25 | 4.7 | hard 12% | 220 | 27.2 | Sideways | 20.7 | 4.07 | 2.1 | 137 | -5 | 58 | 63 | false | Buy | Add to core equity +1% | 29 | 11 | BrokerD | LMT | 89 | null | null | Normal monitoring | 51 | -58 | 45 | 4 | false | Increase defensive factor exposure |
P7370 | Hands-off | Trust | USD | 2025-04-06 | 226,359 | 10,620 | 215,739 | 1 | 56.3 | 16.3 | 20.6 | 6.8 | MSFT:29.8%;MUB:35.1%;XLF:35.1% | US:68.2;EU:11.8;APAC:12.5;EM:5.1;Other:2.4 | Value:+0.4;Growth:-0.1;Quality:-0.8;Size:+0.4;Momentum:-0.7;LowVol:-0.4 | NoDerivatives | 7 | 30 | 4.4 | hard 10% | 156 | 16.7 | Bull | 12.2 | 4.92 | 3.4 | 85 | 102 | 99 | 28 | false | Buy | Add to core equity +1% | -1 | -5 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 101 | -5 | 123 | 5 | false | Tax-aware sells next window |
P7371 | Hands-off | Taxable | USD | 2025-07-11 | 749,716 | 73,016 | 676,700 | 1 | 60.5 | 18.6 | 14.1 | 6.9 | AMZN:12.7%;QQQ:21.7%;MUB:21.7%;MSFT:13.2%;VNQ:21.7%;TLT:9.1% | US:70.2;EU:8.5;APAC:9.1;EM:8.8;Other:3.4 | Value:+0.2;Growth:-0.8;Quality:+0.8;Size:+1.0;Momentum:-0.4;LowVol:+0.7 | ESGOnly | 6 | 35 | 5.2 | trailing 10% | 167 | 17.9 | Bear | 31.8 | 3.67 | 1.6 | 141 | -26 | 51 | 82 | true | Hedge | Buy index puts 1% notional | -2 | -26 | BrokerA | LMT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 83 | 20 | 172 | 3 | false | Increase defensive factor exposure |
P7372 | Systematic | Trust | USD | 2025-07-06 | 1,696,066 | 132,110 | 1,563,956 | 1 | 67.4 | 22.7 | 0 | 9.8 | VOO:21.8%;MSFT:20.8%;BRK.B:22.7%;AMZN:22.7%;XLF:12.1% | US:70.6;EU:14.3;APAC:6.3;EM:7.8;Other:1.0 | Value:-0.7;Growth:-0.7;Quality:+0.4;Size:+0.4;Momentum:-0.3;LowVol:-0.7 | null | 10 | 35 | 5.4 | hard 12% | 120 | 25.3 | Bull | 16.4 | 4.85 | 3.3 | 109 | 72 | 93 | 63 | false | Rebalance | Shift +1% to bonds from equity | -12 | -38 | BrokerC | LMT | 91 | null | null | Normal monitoring | 66 | -54 | 132 | 4 | false | Tax-aware sells next window |
P7373 | Hands-off | 401k | USD | 2025-10-25 | 514,654 | 37,704 | 476,950 | 1 | 63.3 | 26.6 | 1.5 | 8.6 | AMZN:35.3%;MUB:35.3%;TLT:29.4% | US:63.7;EU:9.6;APAC:15.3;EM:5.8;Other:5.6 | Value:+0.7;Growth:-0.8;Quality:-0.4;Size:+0.4;Momentum:-0.2;LowVol:+0.4 | ESGOnly | 5 | 25 | 3.1 | trailing 8% | 158 | 16.1 | Bull | 17.3 | 4.71 | 3.3 | 103 | 55 | 84 | 54 | false | Sell | Trim extended winner -1% | 8 | -36 | BrokerC | MKT | 94 | null | null | Normal monitoring | 9 | 12 | -23 | 3 | false | Increase defensive factor exposure |
P7374 | Cautious | Roth | USD | 2025-11-21 | 613,366 | 73,519 | 539,847 | 1 | 40.5 | 42.8 | 4.4 | 12.2 | HYG:18.7%;TSLA:15.5%;IEF:20.1%;TLT:8.6%;VTI:16.6%;VNQ:20.4% | US:68.4;EU:15.5;APAC:4.9;EM:11.1;Other:0.0 | Value:-0.2;Growth:-0.4;Quality:-0.7;Size:+0.6;Momentum:-0.7;LowVol:-0.9 | ESGOnly;NoMargin | 7 | 25 | 3.6 | trailing 8% | 144 | 16.4 | Volatile | 27.7 | 3.9 | 3.2 | 173 | -23 | 23 | 57 | true | Hedge | Buy index puts 1% notional | 2 | -31 | BrokerD | LMT | 100 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 14 | -6 | 1 | 4 | false | Within IPS guidelines |
P7375 | Active | Taxable | USD | 2025-09-29 | 1,209,644 | 98,249 | 1,111,395 | 1 | 53.5 | 18.9 | 18.6 | 9.1 | VNQ:33.3%;VTI:33.3%;BND:33.3% | US:64.8;EU:9.1;APAC:13.0;EM:9.8;Other:3.4 | Value:-0.7;Growth:-0.1;Quality:-0.2;Size:-0.7;Momentum:+0.5;LowVol:-0.9 | null | 10 | 35 | 5.2 | trailing 8% | 145 | 19.7 | Bull | 15.9 | 3.58 | 3.3 | 101 | 19 | 65 | 37 | false | NoAction | Within bands; monitor | 28 | -37 | BrokerB | LMT | 85 | null | null | Normal monitoring | -50 | 2 | 44 | 5 | false | Increase defensive factor exposure |
P7376 | Opportunistic | Trust | USD | 2025-12-10 | 514,890 | 36,247 | 478,643 | 1 | 70 | 10.2 | 13.2 | 6.6 | AMZN:26.5%;MSFT:25.8%;XLF:26.5%;AAPL:21.3% | US:67.3;EU:6.6;APAC:11.6;EM:11.5;Other:3.0 | Value:+0.7;Growth:+0.3;Quality:+0.3;Size:+0.7;Momentum:+0.6;LowVol:+0.6 | NoDerivatives | 8 | 30 | 5.7 | hard 12% | 277 | 35 | Volatile | 26.1 | 4.49 | 2.1 | 149 | -4 | 51 | 70 | false | Buy | Add to core equity +1% | 27 | -34 | BrokerD | LMT | 85 | null | null | Normal monitoring | 115 | -57 | 102 | 4 | false | Monitor dispersion and breadth |
P7377 | Active | Trust | USD | 2025-12-26 | 2,085,016 | 159,466 | 1,925,550 | 1 | 61.7 | 19.9 | 10.3 | 8 | TSLA:33.3%;IEF:33.3%;BND:33.3% | US:66.9;EU:16.2;APAC:6.5;EM:8.8;Other:1.7 | Value:-0.7;Growth:-0.7;Quality:-0.6;Size:-0.6;Momentum:+0.3;LowVol:+0.5 | MaxPos8% | 10 | 30 | 5.2 | trailing 9% | 223 | 25.2 | Sideways | 19.3 | 4.7 | 3.1 | 97 | -11 | 47 | 48 | false | Rebalance | Shift +1% to bonds from equity | 16 | -11 | BrokerC | MKT | 91 | null | null | Normal monitoring | 96 | -47 | 110 | 4 | false | Tax-aware sells next window |
P7378 | Hands-off | Taxable | USD | 2024-08-17 | 684,646 | 53,128 | 631,518 | 1 | 69.4 | 21.2 | 0.4 | 9 | MUB:24.3%;GLD:24.3%;HYG:15.8%;MSFT:11.2%;VNQ:24.3% | US:58.4;EU:17.0;APAC:16.0;EM:7.9;Other:0.8 | Value:+0.7;Growth:-0.9;Quality:+0.7;Size:-0.7;Momentum:-0.0;LowVol:-0.8 | null | 5 | 30 | 5.1 | trailing 8% | 132 | 12.3 | Bull | 12.7 | 4.91 | 3 | 112 | 89 | 100 | 57 | false | NoAction | Within bands; monitor | -13 | -15 | BrokerC | MKT | 0 | null | null | Normal monitoring | 80 | -1 | 73 | 4 | false | Within IPS guidelines |
P7379 | Systematic | Roth | USD | 2025-01-11 | 1,172,314 | 85,514 | 1,086,800 | 1 | 61.1 | 29.8 | 0 | 9.1 | VTI:10.3%;QQQ:21.9%;TLT:11.7%;VNQ:21.9%;GLD:21.9%;IEF:12.3% | US:72.9;EU:5.9;APAC:9.3;EM:8.7;Other:3.1 | Value:-0.9;Growth:+0.5;Quality:+0.4;Size:+0.6;Momentum:+0.5;LowVol:-1.0 | NoDerivatives | 8 | 30 | 5.1 | trailing 8% | 132 | 17.1 | Volatile | 21.2 | 5.47 | 2.2 | 170 | -9 | 38 | 66 | false | Buy | Add to core equity +1% | -6 | -7 | BrokerD | MKT | 88 | null | null | Normal monitoring | 55 | -39 | 100 | 3 | false | Monitor dispersion and breadth |
P7380 | Active | Roth | USD | 2024-11-17 | 1,607,773 | 169,611 | 1,438,162 | 1 | 60.6 | 29.6 | 2.7 | 7.1 | VNQ:21.5%;TSLA:11.9%;MSFT:18.1%;VTI:21.5%;BND:6.7%;HYG:20.3% | US:69.6;EU:8.3;APAC:11.2;EM:10.4;Other:0.5 | Value:-0.5;Growth:-0.2;Quality:-0.8;Size:-0.2;Momentum:+0.2;LowVol:+0.8 | NoDerivatives | 7 | 25 | 5.8 | trailing 8% | 171 | 25 | Volatile | 20.3 | 5.36 | 3.6 | 160 | 14 | 53 | 65 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -5 | BrokerD | VWAP | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 91 | 5 | 76 | 4 | false | Monitor dispersion and breadth |
P7381 | Active | Roth | USD | 2024-09-24 | 1,944,060 | 175,813 | 1,768,247 | 1 | 59.3 | 23.5 | 9.7 | 7.5 | VNQ:25.9%;BND:22.2%;QQQ:25.9%;VOO:25.9% | US:64.5;EU:19.8;APAC:6.1;EM:7.3;Other:2.2 | Value:-1.0;Growth:-0.5;Quality:+0.1;Size:-0.0;Momentum:-0.5;LowVol:+0.9 | MaxPos5%;NoDerivatives | 6 | 30 | 5.3 | trailing 8% | 182 | 19.2 | Bull | 16.9 | 4.35 | 3.2 | 90 | 69 | 96 | 57 | false | Hedge | Add TLT +1% as duration hedge | 30 | -40 | BrokerB | LMT | 99 | null | null | Normal monitoring | -16 | 15 | 105 | 4 | false | Within IPS guidelines |
P7382 | Cautious | Trust | USD | 2024-09-03 | 679,905 | 98,915 | 580,990 | 1 | 49.9 | 38.4 | 0 | 11.7 | AMZN:16.0%;XLF:28.0%;VTI:28.0%;IEF:28.0% | US:60.6;EU:17.0;APAC:12.6;EM:7.1;Other:2.8 | Value:+0.7;Growth:-0.9;Quality:+0.4;Size:-0.4;Momentum:+0.5;LowVol:-0.1 | NoMargin | 8 | 25 | 3.1 | trailing 10% | 96 | 14.5 | Bull | 11.1 | 4.93 | 2 | 86 | 6 | 64 | 39 | true | Hedge | Buy index puts 1% notional | 30 | -30 | BrokerC | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | -46 | -4 | -71 | 4 | false | Tax-aware sells next window |
P7383 | Cautious | Roth | USD | 2024-09-13 | 199,712 | 21,088 | 178,624 | 1 | 51.3 | 33.5 | 2.3 | 12.9 | VNQ:8.8%;VTI:20.4%;TSLA:7.8%;BRK.B:22.5%;HYG:22.5%;VOO:18.1% | US:65.3;EU:20.8;APAC:7.9;EM:5.4;Other:0.6 | Value:+0.6;Growth:-0.4;Quality:+0.9;Size:+1.0;Momentum:-0.7;LowVol:+1.0 | NoMargin | 6 | 25 | 3.4 | trailing 8% | 102 | 13.8 | Bull | 16.5 | 3.52 | 2.3 | 77 | 49 | 86 | 43 | false | Hedge | Add TLT +1% as duration hedge | -2 | 13 | BrokerA | LMT | 100 | null | null | Normal monitoring | -22 | -20 | 82 | 4 | false | Monitor dispersion and breadth |
P7384 | Cautious | Roth | USD | 2025-04-04 | 376,356 | 31,009 | 345,347 | 1 | 45.5 | 39.3 | 0.7 | 14.6 | VOO:16.9%;XLF:20.0%;TLT:12.7%;TSLA:18.8%;HYG:14.2%;QQQ:17.3% | US:69.9;EU:6.1;APAC:13.9;EM:7.7;Other:2.4 | Value:-0.3;Growth:+1.0;Quality:+0.6;Size:-1.0;Momentum:+0.7;LowVol:-0.1 | ESGOnly;MaxPos8%;NoMargin | 6 | 35 | 4.4 | trailing 8% | 114 | 17.9 | Volatile | 28.4 | 5.41 | 3 | 162 | 71 | 92 | 67 | false | Sell | Trim extended winner -1% | 4 | -40 | BrokerA | LMT | 98 | null | null | Normal monitoring | 84 | 10 | 204 | 3 | false | Tax-aware sells next window |
P7385 | Systematic | Taxable | USD | 2024-09-12 | 1,066,882 | 55,415 | 1,011,467 | 1 | 65.3 | 23.6 | 1.9 | 9.3 | BRK.B:20.6%;TLT:20.6%;BND:7.4%;XLF:19.8%;TSLA:15.3%;MSFT:16.2% | US:62.2;EU:17.5;APAC:12.3;EM:6.4;Other:1.6 | Value:-0.5;Growth:-0.6;Quality:-0.6;Size:+0.7;Momentum:-0.7;LowVol:+0.2 | MaxPos8% | 6 | 35 | 5.3 | hard 12% | 123 | 24.4 | Sideways | 18.6 | 3.96 | 2.2 | 123 | -25 | 46 | 53 | false | Sell | Trim extended winner -1% | 11 | -5 | BrokerA | MKT | 89 | null | null | Normal monitoring | 104 | 16 | 140 | 3 | false | Tighten stops on momentum names |
P7386 | Systematic | Taxable | USD | 2024-10-29 | 588,920 | 57,503 | 531,417 | 1 | 58.8 | 29.9 | 2.7 | 8.6 | XLF:33.3%;BRK.B:33.3%;TSLA:33.3% | US:59.2;EU:19.6;APAC:6.5;EM:11.0;Other:3.6 | Value:+0.1;Growth:-0.3;Quality:-0.3;Size:-0.2;Momentum:+0.6;LowVol:+0.5 | null | 10 | 25 | 5.2 | trailing 8% | 219 | 22.6 | Bear | 25.6 | 4.22 | 2.7 | 144 | -82 | 18 | 75 | true | Hedge | Buy index puts 1% notional | 16 | -11 | BrokerC | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -28 | 20 | 27 | 3 | false | Increase defensive factor exposure |
P7387 | Hands-off | Trust | USD | 2024-07-21 | 464,952 | 35,340 | 429,612 | 1 | 73.7 | 15.8 | 3.3 | 7.2 | VTI:20.5%;HYG:18.9%;QQQ:15.1%;TLT:9.4%;AMZN:15.7%;BND:20.5% | US:71.0;EU:10.4;APAC:6.6;EM:9.8;Other:2.2 | Value:+0.8;Growth:+0.1;Quality:+0.5;Size:+0.6;Momentum:+0.4;LowVol:+0.5 | ESGOnly | 10 | 25 | 3.5 | trailing 8% | 131 | 12 | Sideways | 21.9 | 3.62 | 2.5 | 102 | 23 | 76 | 63 | false | Rebalance | Shift +1% to bonds from equity | 33 | -16 | BrokerA | VWAP | 88 | null | null | Normal monitoring | -42 | 10 | -1 | 4 | false | Increase defensive factor exposure |
P7388 | Active | Roth | USD | 2025-06-02 | 1,514,977 | 100,775 | 1,414,202 | 1 | 56.6 | 25.2 | 12 | 6.2 | VOO:19.7%;IEF:20.0%;MSFT:30.2%;XLF:30.2% | US:61.3;EU:13.1;APAC:10.9;EM:11.0;Other:3.7 | Value:+0.4;Growth:+0.6;Quality:+0.2;Size:-0.1;Momentum:+0.2;LowVol:-0.5 | null | 5 | 35 | 4.9 | trailing 9% | 157 | 16.4 | Volatile | 27.3 | 4.17 | 2.8 | 171 | -38 | 22 | 62 | false | Hedge | Add TLT +1% as duration hedge | -3 | -29 | BrokerA | LMT | 87 | null | null | Normal monitoring | 31 | -18 | 79 | 5 | false | Monitor dispersion and breadth |
P7389 | Opportunistic | IRA | USD | 2025-08-02 | 333,836 | 11,859 | 321,977 | 1.23 | 65.2 | 11.2 | 16.9 | 6.7 | BRK.B:27.6%;TLT:28.6%;VNQ:15.2%;MSFT:28.6% | US:63.1;EU:12.7;APAC:9.7;EM:8.4;Other:6.1 | Value:+0.5;Growth:+0.6;Quality:-0.7;Size:+0.1;Momentum:+0.4;LowVol:-0.5 | MaxPos8% | 7 | 35 | 6.2 | trailing 9% | 226 | 28 | Sideways | 16.9 | 4.79 | 2.4 | 114 | -8 | 35 | 55 | false | Buy | Add to core equity +1% | 33 | 12 | BrokerB | MKT | 93 | null | null | Normal monitoring | 38 | 17 | -2 | 4 | false | Tax-aware sells next window |
P7390 | Systematic | 401k | USD | 2024-08-31 | 1,645,369 | 100,328 | 1,545,041 | 1 | 66.4 | 20.6 | 5 | 8 | VTI:33.3%;HYG:33.3%;VOO:33.3% | US:67.6;EU:11.8;APAC:7.2;EM:9.9;Other:3.5 | Value:+0.9;Growth:-0.1;Quality:-0.1;Size:+0.1;Momentum:+0.9;LowVol:+0.1 | MaxPos6%;NoDerivatives | 8 | 30 | 4.3 | trailing 8% | 214 | 24 | Sideways | 15.2 | 4.91 | 2.5 | 91 | 10 | 54 | 40 | false | Rebalance | Shift +1% to bonds from equity | -6 | 12 | BrokerA | VWAP | 86 | null | null | Normal monitoring | -26 | 5 | 26 | 5 | false | Increase defensive factor exposure |
P7391 | Cautious | Trust | USD | 2025-05-06 | 707,124 | 68,532 | 638,592 | 1 | 43.5 | 41.1 | 0 | 15.4 | XLF:22.6%;TLT:18.3%;GLD:7.1%;VTI:8.9%;QQQ:20.5%;VNQ:22.6% | US:66.8;EU:13.1;APAC:10.0;EM:6.3;Other:3.8 | Value:-0.5;Growth:-0.7;Quality:+0.8;Size:-0.8;Momentum:-0.5;LowVol:-0.2 | ESGOnly;MaxPos7%;NoMargin | 7 | 30 | 3.3 | hard 10% | 113 | 15.1 | Sideways | 21.5 | 4.99 | 2.4 | 105 | -7 | 50 | 41 | false | Hedge | Add TLT +1% as duration hedge | 1 | -39 | BrokerB | MKT | 100 | null | null | Normal monitoring | 68 | -37 | 130 | 3 | false | Increase defensive factor exposure |
P7392 | Cautious | Taxable | USD | 2025-11-09 | 866,302 | 108,183 | 758,119 | 1 | 41.4 | 33.5 | 14.8 | 10.3 | AAPL:33.3%;AMZN:33.3%;VOO:33.3% | US:74.5;EU:6.9;APAC:8.2;EM:6.4;Other:4.0 | Value:+1.0;Growth:-0.5;Quality:-0.1;Size:-1.0;Momentum:-0.7;LowVol:+0.5 | NoDerivatives;NoMargin | 5 | 35 | 3 | trailing 8% | 133 | 17.4 | Bear | 22.1 | 3.73 | 2.7 | 158 | -101 | 5 | 54 | true | Rebalance | Rebalance back to target bands | 18 | -18 | BrokerC | LMT | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 56 | -28 | 60 | 2 | false | Tighten stops on momentum names |
P7393 | Cautious | Trust | USD | 2024-08-12 | 273,499 | 31,546 | 241,953 | 1 | 38.8 | 39.5 | 4.4 | 17.4 | TSLA:11.6%;BRK.B:22.2%;VTI:22.2%;BND:21.8%;TLT:22.2% | US:67.3;EU:13.8;APAC:10.0;EM:5.1;Other:3.8 | Value:+0.7;Growth:+0.5;Quality:-0.3;Size:+0.1;Momentum:+0.6;LowVol:+0.6 | MaxPos5%;NoMargin | 7 | 30 | 4.9 | trailing 8% | 116 | 14.9 | Bull | 16.8 | 3.97 | 3.1 | 75 | 4 | 40 | 38 | false | Rebalance | Shift +1% to bonds from equity | 28 | -15 | BrokerA | MKT | 100 | null | null | Normal monitoring | 1 | -54 | -2 | 3 | false | Within IPS guidelines |
P7394 | Active | 401k | USD | 2025-10-10 | 1,706,552 | 196,183 | 1,510,369 | 1 | 60.8 | 25.3 | 4.1 | 9.8 | HYG:17.7%;MSFT:23.0%;BND:23.0%;QQQ:18.8%;AAPL:17.5% | US:63.2;EU:16.7;APAC:10.6;EM:6.1;Other:3.4 | Value:+0.6;Growth:+0.6;Quality:-0.8;Size:+0.8;Momentum:0.0;LowVol:+0.3 | MaxPos6% | 7 | 30 | 5.7 | trailing 8% | 149 | 25.4 | Bear | 24.3 | 3.63 | 2.2 | 173 | 9 | 47 | 73 | true | Rebalance | Rebalance back to target bands | 35 | -35 | BrokerD | LMT | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 108 | -51 | 146 | 3 | false | Within IPS guidelines |
P7395 | Systematic | Roth | USD | 2024-09-13 | 1,727,134 | 80,093 | 1,647,041 | 1 | 63.8 | 29.1 | 0 | 7.1 | TLT:16.7%;MUB:27.8%;VNQ:27.8%;XLF:27.8% | US:70.6;EU:8.6;APAC:10.8;EM:9.5;Other:0.5 | Value:+0.7;Growth:+0.7;Quality:+1.0;Size:-0.6;Momentum:+0.2;LowVol:-0.9 | NoDerivatives | 8 | 25 | 4.4 | trailing 9% | 154 | 25.1 | Bull | 17.1 | 3.67 | 3.4 | 116 | 9 | 48 | 60 | false | Rebalance | Shift +1% to bonds from equity | -8 | -20 | BrokerB | VWAP | 98 | null | null | Normal monitoring | -16 | -42 | 98 | 3 | false | Within IPS guidelines |
P7396 | Opportunistic | Taxable | USD | 2025-09-20 | 1,643,454 | 71,179 | 1,572,275 | 1 | 62.9 | 20.7 | 9.8 | 6.7 | VTI:33.3%;QQQ:33.3%;XLF:33.3% | US:74.9;EU:8.7;APAC:9.4;EM:4.4;Other:2.6 | Value:-0.5;Growth:+1.0;Quality:+0.9;Size:-0.8;Momentum:+0.1;LowVol:+0.4 | NoDerivatives | 8 | 25 | 4.2 | trailing 9% | 172 | 31.3 | Sideways | 18.6 | 3.6 | 3.2 | 125 | 55 | 62 | 47 | false | NoAction | Within bands; monitor | 29 | -26 | BrokerA | MKT | 0 | null | null | Normal monitoring | -45 | -44 | -16 | 5 | false | Monitor dispersion and breadth |
P7397 | Active | IRA | USD | 2024-11-06 | 1,897,148 | 180,876 | 1,716,272 | 1 | 58.8 | 21.7 | 10.9 | 8.7 | TSLA:27.0%;XLF:27.0%;VNQ:19.0%;MSFT:27.0% | US:72.6;EU:7.7;APAC:11.6;EM:5.6;Other:2.5 | Value:-0.4;Growth:-0.0;Quality:-0.3;Size:-0.0;Momentum:-0.9;LowVol:+0.3 | MaxPos7% | 6 | 25 | 5.1 | hard 12% | 123 | 21.5 | Sideways | 15.4 | 4.38 | 3.3 | 97 | 56 | 82 | 44 | false | Buy | Add to core equity +1% | 16 | -17 | BrokerC | MKT | 85 | null | null | Normal monitoring | -15 | -40 | -17 | 5 | false | Tighten stops on momentum names |
P7398 | Hands-off | Taxable | USD | 2024-09-14 | 508,782 | 39,428 | 469,354 | 1 | 59.9 | 21.9 | 8.7 | 9.5 | AMZN:25.0%;TLT:25.0%;IEF:9.6%;MUB:25.0%;TSLA:15.3% | US:64.8;EU:15.2;APAC:10.6;EM:7.2;Other:2.3 | Value:+0.1;Growth:-0.1;Quality:+0.5;Size:+0.8;Momentum:+0.2;LowVol:+0.7 | ESGOnly | 10 | 25 | 3.7 | hard 10% | 125 | 15.2 | Volatile | 29 | 4.91 | 4.4 | 173 | 52 | 83 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | -6 | BrokerA | MKT | 92 | VAR>budget | Hedge | Risk above budget threshold | -45 | -10 | -76 | 4 | false | Monitor dispersion and breadth |
P7399 | Active | Trust | USD | 2025-04-08 | 1,241,779 | 143,364 | 1,098,415 | 1.12 | 51.2 | 27.6 | 13.9 | 7.4 | IEF:23.0%;TSLA:16.0%;MSFT:15.0%;HYG:23.0%;QQQ:23.0% | US:63.3;EU:16.8;APAC:12.5;EM:3.9;Other:3.4 | Value:-0.9;Growth:+0.4;Quality:-0.6;Size:+0.8;Momentum:+0.9;LowVol:+0.4 | NoDerivatives | 5 | 35 | 4.8 | trailing 8% | 200 | 16.2 | Bear | 34.3 | 3.64 | 2.7 | 190 | 15 | 68 | 83 | true | Rebalance | Rebalance back to target bands | 24 | 2 | BrokerC | MKT | 98 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 99 | 12 | 70 | 4 | false | Monitor dispersion and breadth |
P7400 | Opportunistic | Roth | USD | 2024-12-21 | 1,179,502 | 102,531 | 1,076,971 | 1 | 61.4 | 19.6 | 10.9 | 8.1 | AMZN:16.2%;BRK.B:21.5%;BND:15.3%;XLF:21.5%;HYG:12.1%;MUB:13.3% | US:70.4;EU:14.5;APAC:7.1;EM:4.8;Other:3.3 | Value:+0.6;Growth:+0.5;Quality:-0.1;Size:+0.7;Momentum:+0.6;LowVol:-0.0 | MaxPos5%;NoDerivatives | 10 | 30 | 5.5 | trailing 7% | 236 | 23.7 | Bull | 12.4 | 4.99 | 2.4 | 87 | 17 | 64 | 34 | false | Rebalance | Shift +1% to bonds from equity | 27 | -11 | BrokerB | LMT | 85 | null | null | Normal monitoring | 50 | -59 | 23 | 5 | false | Monitor dispersion and breadth |
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