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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7501 | Active | Trust | USD | 2025-08-02 | 1,757,499 | 131,557 | 1,625,942 | 1 | 63.6 | 29.2 | 0.1 | 7.1 | HYG:21.3%;MUB:20.6%;MSFT:21.3%;TLT:16.3%;AMZN:20.5% | US:60.7;EU:19.1;APAC:13.2;EM:4.2;Other:2.7 | Value:+0.3;Growth:-0.6;Quality:-0.3;Size:-0.3;Momentum:-0.5;LowVol:-0.4 | null | 8 | 30 | 5.9 | trailing 8% | 214 | 18.9 | Volatile | 27.6 | 3.71 | 2.7 | 137 | 56 | 92 | 74 | true | Rebalance | Rebalance back to target bands | 21 | 15 | BrokerA | VWAP | 91 | VAR>budget | Hedge | Risk above budget threshold | 96 | -36 | 113 | 4 | false | Monitor dispersion and breadth |
P7502 | Systematic | Trust | USD | 2025-05-06 | 908,523 | 65,768 | 842,755 | 1 | 56.6 | 31.1 | 3.7 | 8.6 | MSFT:18.3%;GLD:8.1%;VNQ:20.7%;TLT:8.9%;VOO:21.9%;MUB:22.2% | US:58.9;EU:15.7;APAC:12.6;EM:9.7;Other:3.1 | Value:-0.5;Growth:-0.3;Quality:+0.4;Size:+0.7;Momentum:-0.2;LowVol:-0.1 | MaxPos8% | 6 | 25 | 4.6 | trailing 8% | 176 | 18.2 | Bull | 17.7 | 3.69 | 3.3 | 115 | 56 | 66 | 53 | false | Buy | Add to core equity +1% | 22 | 2 | BrokerB | LMT | 88 | null | null | Normal monitoring | 68 | -23 | 139 | 4 | false | Increase defensive factor exposure |
P7503 | Cautious | 401k | USD | 2024-09-28 | 872,733 | 73,437 | 799,296 | 1 | 41.3 | 39.5 | 6.6 | 12.6 | VOO:25.1%;AMZN:10.6%;AAPL:25.1%;GLD:14.2%;BND:25.1% | US:56.1;EU:17.0;APAC:14.1;EM:10.8;Other:2.0 | Value:+1.0;Growth:+0.6;Quality:+0.5;Size:-0.9;Momentum:-0.3;LowVol:-0.4 | ESGOnly;NoMargin | 10 | 30 | 5.9 | hard 10% | 123 | 14.7 | Bull | 18 | 4.08 | 2.9 | 84 | 109 | 95 | 33 | false | Buy | Add to core equity +1% | 18 | 0 | BrokerB | LMT | 92 | null | null | Normal monitoring | 16 | 7 | -6 | 3 | false | Tax-aware sells next window |
P7504 | Hands-off | IRA | USD | 2025-08-15 | 707,633 | 51,989 | 655,644 | 1 | 58.2 | 21.9 | 12.9 | 6.9 | TSLA:7.5%;TLT:18.7%;BND:20.2%;IEF:17.6%;MSFT:15.5%;GLD:20.4% | US:59.5;EU:19.8;APAC:11.2;EM:8.6;Other:0.9 | Value:+0.7;Growth:-0.8;Quality:+0.7;Size:+0.5;Momentum:-0.4;LowVol:+0.8 | ESGOnly | 5 | 25 | 5 | trailing 8% | 153 | 16.9 | Bull | 11 | 4.47 | 2.9 | 91 | 56 | 66 | 32 | false | NoAction | Within bands; monitor | -3 | -34 | BrokerB | MKT | 0 | null | null | Normal monitoring | 71 | -5 | 201 | 4 | false | Tighten stops on momentum names |
P7505 | Active | IRA | USD | 2025-08-06 | 2,485,105 | 207,346 | 2,277,759 | 1.24 | 65.2 | 29.7 | 0 | 5.1 | BND:20.3%;QQQ:10.9%;VTI:18.8%;MUB:19.8%;TLT:15.5%;VOO:14.7% | US:69.8;EU:17.8;APAC:6.6;EM:4.9;Other:1.0 | Value:+0.1;Growth:-0.6;Quality:-0.8;Size:-0.7;Momentum:-0.9;LowVol:-0.5 | NoDerivatives | 7 | 25 | 5.3 | trailing 8% | 148 | 19.2 | Sideways | 16.3 | 4.71 | 2.1 | 97 | 5 | 52 | 43 | false | Rebalance | Shift +1% to bonds from equity | 15 | -40 | BrokerC | LMT | 100 | null | null | Normal monitoring | 31 | 6 | 107 | 5 | false | Tax-aware sells next window |
P7506 | Hands-off | IRA | USD | 2024-11-02 | 321,710 | 25,547 | 296,163 | 1 | 69.7 | 19.8 | 0.5 | 10 | HYG:33.3%;BND:33.3%;VTI:33.3% | US:64.7;EU:14.3;APAC:16.1;EM:4.3;Other:0.5 | Value:+0.5;Growth:-0.1;Quality:+0.2;Size:-0.9;Momentum:+0.7;LowVol:-0.2 | MaxPos5% | 5 | 30 | 5.6 | trailing 8% | 117 | 14.7 | Volatile | 27.8 | 4.91 | 4.3 | 128 | 31 | 50 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | -17 | BrokerD | VWAP | 90 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 106 | -39 | 133 | 4 | false | Tax-aware sells next window |
P7507 | Systematic | Roth | USD | 2025-08-16 | 1,028,816 | 52,328 | 976,488 | 1 | 56.7 | 20.3 | 16.6 | 6.5 | BND:18.3%;QQQ:16.3%;MUB:20.9%;BRK.B:22.2%;AMZN:22.2% | US:75.8;EU:6.2;APAC:11.0;EM:5.7;Other:1.2 | Value:-0.4;Growth:+0.7;Quality:+0.1;Size:-0.8;Momentum:-0.4;LowVol:+0.3 | NoDerivatives | 10 | 35 | 5.5 | trailing 8% | 175 | 16.6 | Bull | 11.9 | 3.94 | 2.7 | 119 | 57 | 73 | 27 | false | Rebalance | Shift +1% to bonds from equity | -3 | -5 | BrokerA | MKT | 92 | null | null | Normal monitoring | 92 | -1 | 69 | 4 | false | Increase defensive factor exposure |
P7508 | Systematic | IRA | USD | 2025-07-28 | 1,905,898 | 187,443 | 1,718,455 | 1 | 58.8 | 23.8 | 11 | 6.5 | IEF:33.3%;AMZN:33.3%;VOO:33.3% | US:65.2;EU:10.3;APAC:12.3;EM:9.0;Other:3.2 | Value:+0.2;Growth:-0.4;Quality:-0.3;Size:+0.8;Momentum:+0.1;LowVol:-0.5 | MaxPos7% | 6 | 30 | 5.8 | trailing 8% | 176 | 22 | Sideways | 14.1 | 4.78 | 3.4 | 117 | 17 | 56 | 40 | false | Rebalance | Shift +1% to bonds from equity | 28 | -7 | BrokerD | VWAP | 86 | null | null | Normal monitoring | 46 | -21 | 106 | 3 | false | Tax-aware sells next window |
P7509 | Systematic | 401k | USD | 2025-01-27 | 767,845 | 69,720 | 698,125 | 1 | 59.3 | 33.3 | 1.2 | 6.2 | GLD:21.6%;IEF:25.4%;MSFT:26.1%;HYG:27.0% | US:61.6;EU:16.4;APAC:11.6;EM:6.3;Other:4.1 | Value:-0.1;Growth:-0.7;Quality:+0.6;Size:-0.8;Momentum:+0.8;LowVol:-0.5 | null | 7 | 30 | 5.1 | hard 12% | 186 | 17.6 | Bull | 13 | 4.26 | 3.5 | 93 | 50 | 75 | 35 | true | Hedge | Buy index puts 1% notional | 32 | -39 | BrokerD | LMT | 91 | VAR>budget | Hedge | Risk above budget threshold | 7 | -19 | 30 | 4 | false | Tax-aware sells next window |
P7510 | Active | Taxable | USD | 2025-01-24 | 2,032,928 | 135,007 | 1,897,921 | 1 | 59.3 | 21.4 | 13.4 | 5.9 | MSFT:33.3%;AAPL:33.3%;MUB:33.3% | US:71.4;EU:13.0;APAC:6.0;EM:6.8;Other:2.9 | Value:-0.6;Growth:+0.3;Quality:+0.4;Size:-0.5;Momentum:-0.7;LowVol:+0.7 | MaxPos5%;NoDerivatives | 5 | 35 | 4.1 | trailing 8% | 180 | 22.2 | Volatile | 24.2 | 4.72 | 2.9 | 132 | 20 | 61 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | -6 | BrokerA | LMT | 92 | VAR>budget | Hedge | Risk above budget threshold | 95 | 15 | 231 | 4 | false | Tighten stops on momentum names |
P7511 | Cautious | Roth | USD | 2025-04-14 | 732,001 | 83,947 | 648,054 | 1 | 46.8 | 30.5 | 11.5 | 11.2 | GLD:33.3%;HYG:33.3%;QQQ:33.3% | US:71.6;EU:4.7;APAC:11.2;EM:9.9;Other:2.6 | Value:+0.1;Growth:-0.4;Quality:-0.1;Size:+0.8;Momentum:-0.8;LowVol:+0.3 | ESGOnly;MaxPos8%;NoMargin | 10 | 30 | 4.3 | hard 10% | 147 | 16.5 | Bull | 12 | 4.35 | 3 | 89 | 9 | 58 | 31 | false | Rebalance | Shift +1% to bonds from equity | -9 | 14 | BrokerC | VWAP | 92 | null | null | Normal monitoring | -49 | -52 | 1 | 4 | false | Tax-aware sells next window |
P7512 | Active | IRA | USD | 2025-04-21 | 623,037 | 59,713 | 563,324 | 1 | 59.7 | 30.3 | 0.9 | 9 | VNQ:22.5%;HYG:22.5%;MUB:21.8%;MSFT:22.0%;TLT:11.3% | US:64.7;EU:15.7;APAC:7.3;EM:8.5;Other:3.7 | Value:-0.5;Growth:-0.2;Quality:+0.8;Size:-0.2;Momentum:+0.9;LowVol:+0.5 | null | 5 | 35 | 4.8 | trailing 8% | 154 | 19.7 | Bear | 30.4 | 3.09 | 2.9 | 204 | -49 | 18 | 70 | false | Rebalance | Shift +1% to bonds from equity | 25 | -29 | BrokerA | MKT | 94 | null | null | Normal monitoring | 63 | -19 | 41 | 4 | false | Increase defensive factor exposure |
P7513 | Active | IRA | USD | 2025-10-27 | 1,195,346 | 126,215 | 1,069,131 | 1 | 68.1 | 26.1 | 0 | 5.8 | GLD:26.4%;VOO:20.9%;QQQ:26.4%;BRK.B:26.4% | US:55.3;EU:19.1;APAC:11.0;EM:11.9;Other:2.7 | Value:+0.6;Growth:+0.1;Quality:0.0;Size:+0.9;Momentum:-0.6;LowVol:-0.4 | MaxPos7% | 8 | 30 | 5 | hard 12% | 178 | 20.6 | Bull | 12.3 | 3.62 | 2.5 | 89 | 12 | 56 | 54 | false | Buy | Add to core equity +1% | -11 | 15 | BrokerA | LMT | 93 | null | null | Normal monitoring | -28 | 15 | 63 | 3 | false | Tax-aware sells next window |
P7514 | Hands-off | Trust | USD | 2024-09-07 | 677,732 | 63,061 | 614,671 | 1 | 56.5 | 28.3 | 5.8 | 9.4 | BND:13.9%;VTI:14.9%;GLD:21.7%;HYG:11.1%;BRK.B:20.5%;TSLA:17.9% | US:62.7;EU:14.3;APAC:12.8;EM:6.7;Other:3.6 | Value:+0.5;Growth:-0.5;Quality:+0.9;Size:+1.0;Momentum:+0.4;LowVol:+0.7 | ESGOnly | 10 | 30 | 4.4 | trailing 8% | 118 | 19.1 | Bear | 28.2 | 4.37 | 1.1 | 205 | -59 | 20 | 77 | true | Hedge | Buy index puts 1% notional | 10 | -36 | BrokerD | VWAP | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 58 | -7 | 171 | 4 | false | Within IPS guidelines |
P7515 | Opportunistic | IRA | USD | 2025-11-03 | 668,628 | 59,286 | 609,342 | 1 | 67.3 | 19.3 | 8.3 | 5.1 | AMZN:20.8%;VTI:20.2%;MSFT:13.7%;BND:20.8%;MUB:16.8%;HYG:7.8% | US:64.6;EU:9.9;APAC:8.6;EM:12.0;Other:5.0 | Value:-0.4;Growth:-0.5;Quality:+0.3;Size:-0.8;Momentum:+0.4;LowVol:+0.2 | MaxPos6% | 7 | 25 | 6.5 | trailing 7% | 183 | 32.2 | Sideways | 14.7 | 3.89 | 2.9 | 126 | -15 | 40 | 42 | false | Buy | Add to core equity +1% | 6 | 5 | BrokerA | MKT | 96 | null | null | Normal monitoring | -32 | 18 | -11 | 4 | false | Monitor dispersion and breadth |
P7516 | Active | IRA | USD | 2025-11-04 | 730,868 | 75,527 | 655,341 | 1 | 61.5 | 29.8 | 0 | 8.7 | BND:14.8%;BRK.B:10.7%;HYG:21.6%;MSFT:18.4%;TLT:21.6%;MUB:12.8% | US:65.7;EU:9.2;APAC:13.3;EM:8.9;Other:2.9 | Value:-0.9;Growth:+0.8;Quality:+0.4;Size:+0.7;Momentum:-0.5;LowVol:+0.8 | null | 5 | 30 | 4.7 | trailing 8% | 145 | 26.4 | Volatile | 21.9 | 4.66 | 4.1 | 126 | -45 | 25 | 52 | false | Rebalance | Shift +1% to bonds from equity | 14 | 10 | BrokerB | LMT | 87 | null | null | Normal monitoring | 68 | -40 | 151 | 4 | false | Tighten stops on momentum names |
P7517 | Hands-off | IRA | USD | 2024-11-11 | 320,453 | 18,001 | 302,452 | 1 | 58.5 | 16.1 | 18.8 | 6.6 | MUB:24.1%;TSLA:25.3%;AMZN:25.3%;BRK.B:25.3% | US:60.5;EU:16.5;APAC:8.9;EM:10.2;Other:3.9 | Value:+0.2;Growth:+0.7;Quality:+0.1;Size:+0.8;Momentum:+0.5;LowVol:-0.6 | null | 5 | 35 | 5.7 | trailing 8% | 168 | 17.3 | Sideways | 15.1 | 4.54 | 2.8 | 118 | 51 | 82 | 47 | false | Sell | Trim extended winner -1% | 2 | -37 | BrokerD | MKT | 87 | null | null | Normal monitoring | 87 | 10 | 145 | 4 | false | Increase defensive factor exposure |
P7518 | Cautious | Roth | USD | 2025-06-22 | 166,157 | 18,256 | 147,901 | 1 | 50.2 | 38 | 0 | 11.8 | HYG:18.7%;TSLA:24.5%;MSFT:17.1%;VNQ:24.5%;VOO:15.2% | US:59.1;EU:11.4;APAC:13.5;EM:10.8;Other:5.1 | Value:-0.5;Growth:-0.6;Quality:-0.2;Size:+0.6;Momentum:+0.8;LowVol:-0.6 | NoMargin | 7 | 30 | 5.4 | hard 10% | 117 | 14.9 | Bull | 13.3 | 3.83 | 2.6 | 114 | 60 | 65 | 34 | false | Buy | Add to core equity +1% | -5 | 14 | BrokerD | LMT | 95 | null | null | Normal monitoring | -28 | -46 | -34 | 4 | false | Increase defensive factor exposure |
P7519 | Hands-off | Taxable | USD | 2025-03-29 | 425,286 | 34,968 | 390,318 | 1 | 67.4 | 25.5 | 0 | 7.1 | MSFT:19.2%;TSLA:26.9%;IEF:26.9%;MUB:26.9% | US:58.1;EU:20.0;APAC:12.4;EM:7.2;Other:2.4 | Value:-0.1;Growth:-0.2;Quality:-0.6;Size:-0.2;Momentum:-0.4;LowVol:-0.8 | NoDerivatives | 7 | 30 | 4.8 | hard 10% | 131 | 14.7 | Bull | 18 | 4.6 | 2.4 | 77 | 109 | 95 | 65 | true | Rebalance | Rebalance back to target bands | 1 | -25 | BrokerC | LMT | 98 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -20 | -9 | 45 | 3 | true | Within IPS guidelines |
P7520 | Hands-off | IRA | USD | 2025-01-19 | 381,068 | 15,530 | 365,538 | 1 | 64 | 27.2 | 0 | 8.8 | AMZN:22.0%;GLD:11.9%;MSFT:22.0%;TLT:11.0%;HYG:13.9%;XLF:19.4% | US:71.6;EU:9.9;APAC:8.8;EM:8.5;Other:1.1 | Value:-0.4;Growth:+0.6;Quality:-0.9;Size:-0.9;Momentum:+0.8;LowVol:+0.4 | null | 7 | 35 | 4.2 | trailing 10% | 147 | 17.6 | Bull | 14.3 | 3.53 | 2.8 | 91 | 29 | 78 | 42 | false | Rebalance | Shift +1% to bonds from equity | 16 | -12 | BrokerA | MKT | 97 | null | null | Normal monitoring | -56 | -48 | 61 | 5 | false | Tax-aware sells next window |
P7521 | Cautious | Taxable | USD | 2024-07-21 | 388,260 | 39,850 | 348,410 | 1 | 36.4 | 31.6 | 19 | 13 | GLD:24.1%;AAPL:14.5%;XLF:24.1%;VTI:13.1%;BRK.B:24.1% | US:62.4;EU:17.1;APAC:11.3;EM:7.4;Other:1.9 | Value:-0.5;Growth:-0.8;Quality:-0.2;Size:+0.9;Momentum:-0.8;LowVol:-0.0 | ESGOnly;NoDerivatives;NoMargin | 10 | 25 | 5.3 | trailing 8% | 158 | 19.8 | Volatile | 29.4 | 5.21 | 3.7 | 168 | 15 | 45 | 54 | true | Reduce | Cut high-beta by 2-3%, add cash | 24 | -30 | BrokerB | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 28 | -48 | 128 | 4 | false | Increase defensive factor exposure |
P7522 | Cautious | Trust | USD | 2024-11-27 | 824,599 | 104,848 | 719,751 | 1 | 45.7 | 33.8 | 10.1 | 10.4 | GLD:27.4%;AAPL:27.4%;VNQ:27.4%;QQQ:17.8% | US:71.1;EU:13.5;APAC:9.4;EM:5.8;Other:0.2 | Value:+0.3;Growth:+1.0;Quality:-0.4;Size:-0.7;Momentum:+0.4;LowVol:-0.2 | ESGOnly;MaxPos6%;NoMargin | 10 | 30 | 5.7 | trailing 8% | 100 | 14.5 | Bear | 29.9 | 3.35 | 2.4 | 181 | -15 | 48 | 59 | false | Buy | Add to core equity +1% | -14 | 4 | BrokerC | LMT | 99 | null | null | Normal monitoring | 31 | -10 | 5 | 5 | false | Monitor dispersion and breadth |
P7523 | Cautious | Roth | USD | 2025-03-15 | 885,649 | 139,768 | 745,881 | 1 | 36.9 | 33.8 | 13.2 | 16.1 | TLT:21.5%;VOO:22.1%;BRK.B:22.1%;IEF:14.1%;BND:20.3% | US:65.2;EU:13.9;APAC:11.0;EM:8.0;Other:2.0 | Value:-0.1;Growth:-0.6;Quality:-0.0;Size:-0.2;Momentum:+0.5;LowVol:-1.0 | NoMargin | 7 | 25 | 3.2 | trailing 10% | 111 | 16 | Sideways | 14.3 | 4.82 | 2.5 | 111 | 41 | 84 | 20 | false | Sell | Trim extended winner -1% | -9 | -2 | BrokerD | MKT | 93 | null | null | Normal monitoring | -38 | -6 | 44 | 3 | false | Tax-aware sells next window |
P7524 | Active | 401k | USD | 2025-04-24 | 891,451 | 84,327 | 807,124 | 1.12 | 69 | 23.1 | 0 | 7.9 | TLT:12.7%;XLF:23.7%;QQQ:23.7%;AMZN:23.7%;HYG:16.1% | US:67.7;EU:17.0;APAC:6.9;EM:6.5;Other:1.9 | Value:+0.7;Growth:+0.4;Quality:-0.8;Size:+0.9;Momentum:-0.5;LowVol:+0.5 | NoDerivatives | 7 | 25 | 5.2 | trailing 8% | 226 | 22.6 | Bull | 15.4 | 4.76 | 3.3 | 93 | 71 | 78 | 49 | false | Rebalance | Shift +1% to bonds from equity | 10 | -17 | BrokerD | LMT | 88 | null | null | Normal monitoring | -26 | -5 | 56 | 3 | false | Increase defensive factor exposure |
P7525 | Opportunistic | Taxable | USD | 2025-11-01 | 1,011,475 | 73,863 | 937,612 | 1.15 | 70.6 | 12.1 | 9.6 | 7.7 | GLD:14.4%;BRK.B:10.0%;IEF:21.2%;TLT:21.7%;TSLA:11.0%;QQQ:21.7% | US:65.1;EU:13.8;APAC:10.9;EM:5.6;Other:4.6 | Value:+0.1;Growth:+0.7;Quality:-0.4;Size:+0.5;Momentum:-0.1;LowVol:+0.7 | null | 7 | 25 | 5 | hard 12% | 166 | 28.3 | Volatile | 27.4 | 4.78 | 3.4 | 168 | 35 | 82 | 75 | true | Rebalance | Rebalance back to target bands | -3 | 7 | BrokerD | LMT | 89 | VAR>budget | TightenStops | Risk above budget threshold | 37 | -25 | 147 | 2 | true | Monitor dispersion and breadth |
P7526 | Cautious | IRA | USD | 2024-11-04 | 233,040 | 22,957 | 210,083 | 1 | 47.7 | 31.1 | 3.8 | 17.4 | TLT:13.2%;QQQ:22.6%;AMZN:12.8%;AAPL:8.4%;MUB:20.4%;HYG:22.6% | US:63.0;EU:7.8;APAC:14.6;EM:11.1;Other:3.6 | Value:+0.9;Growth:+0.1;Quality:-0.6;Size:-0.2;Momentum:-0.1;LowVol:+1.0 | NoMargin | 5 | 35 | 3.1 | trailing 8% | 156 | 15 | Volatile | 24.5 | 4.98 | 4.5 | 142 | -6 | 44 | 50 | false | NoAction | Within bands; monitor | 22 | -8 | BrokerB | MKT | 0 | null | null | Normal monitoring | 95 | -43 | 193 | 5 | false | Tighten stops on momentum names |
P7527 | Active | 401k | USD | 2025-07-12 | 2,449,206 | 194,096 | 2,255,110 | 1.09 | 53.5 | 32 | 9 | 5.5 | BND:12.4%;TSLA:23.6%;HYG:23.6%;GLD:23.2%;MSFT:17.2% | US:61.4;EU:19.6;APAC:6.6;EM:7.9;Other:4.6 | Value:-0.6;Growth:-0.0;Quality:-0.9;Size:-0.1;Momentum:-0.2;LowVol:-0.4 | null | 8 | 25 | 5.7 | hard 12% | 192 | 25.3 | Volatile | 21.9 | 4.58 | 3.1 | 135 | -49 | 39 | 61 | false | Buy | Add to core equity +1% | 1 | -37 | BrokerD | LMT | 89 | null | null | Normal monitoring | 18 | -5 | 8 | 4 | false | Tax-aware sells next window |
P7528 | Hands-off | 401k | USD | 2025-12-25 | 751,012 | 37,507 | 713,505 | 1 | 67.7 | 26 | 0 | 6.3 | VNQ:13.8%;AMZN:13.8%;HYG:23.6%;QQQ:24.4%;BRK.B:24.4% | US:73.5;EU:5.6;APAC:12.3;EM:5.7;Other:2.9 | Value:+0.3;Growth:-0.6;Quality:+0.3;Size:+0.3;Momentum:-0.2;LowVol:+0.3 | ESGOnly;MaxPos5%;NoDerivatives | 7 | 35 | 3.7 | hard 10% | 126 | 19.7 | Bear | 34.3 | 3.22 | 2 | 140 | -101 | 5 | 99 | true | Hedge | Buy index puts 1% notional | 8 | -39 | BrokerC | LMT | 94 | VAR>budget | Hedge | Risk above budget threshold | 25 | -30 | 160 | 5 | false | Tighten stops on momentum names |
P7529 | Systematic | Trust | USD | 2024-10-05 | 1,698,417 | 158,771 | 1,539,646 | 1 | 66.3 | 27.5 | 0.9 | 5.3 | VTI:33.3%;IEF:33.3%;VNQ:33.3% | US:66.1;EU:12.7;APAC:6.2;EM:11.3;Other:3.6 | Value:+1.0;Growth:-0.5;Quality:-0.9;Size:-0.8;Momentum:+0.2;LowVol:+0.7 | NoDerivatives | 7 | 35 | 4.1 | trailing 9% | 151 | 22.2 | Bear | 23.4 | 4.04 | 2.4 | 148 | -22 | 24 | 76 | true | Rebalance | Rebalance back to target bands | -2 | -14 | BrokerA | LMT | 89 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -26 | -16 | 69 | 3 | false | Within IPS guidelines |
P7530 | Active | IRA | USD | 2025-08-04 | 899,632 | 82,951 | 816,681 | 1 | 57.3 | 22.7 | 13.1 | 6.8 | VNQ:15.5%;BND:24.2%;AAPL:17.0%;QQQ:24.2%;GLD:19.2% | US:52.1;EU:17.1;APAC:15.0;EM:10.7;Other:5.1 | Value:+0.8;Growth:-0.5;Quality:+0.2;Size:+0.3;Momentum:+0.5;LowVol:+0.6 | null | 5 | 30 | 4.2 | trailing 9% | 218 | 24.6 | Volatile | 26.3 | 4.35 | 2.8 | 133 | -34 | 47 | 63 | false | Sell | Trim extended winner -1% | -5 | 9 | BrokerA | MKT | 96 | null | null | Normal monitoring | -28 | -14 | 9 | 3 | false | Increase defensive factor exposure |
P7531 | Hands-off | Trust | USD | 2024-08-30 | 357,740 | 30,515 | 327,225 | 1 | 65.3 | 20.4 | 8.9 | 5.4 | QQQ:22.1%;MSFT:18.7%;TLT:14.8%;VOO:23.6%;VTI:20.7% | US:60.5;EU:16.9;APAC:13.6;EM:6.0;Other:2.9 | Value:-0.9;Growth:0.0;Quality:+0.9;Size:+0.7;Momentum:-0.6;LowVol:-0.6 | NoDerivatives | 10 | 35 | 4.9 | trailing 8% | 131 | 13.7 | Sideways | 14.2 | 3.85 | 2.3 | 123 | 31 | 58 | 54 | false | Rebalance | Shift +1% to bonds from equity | 1 | -9 | BrokerA | VWAP | 97 | null | null | Normal monitoring | 78 | -52 | 160 | 4 | false | Monitor dispersion and breadth |
P7532 | Active | Taxable | USD | 2025-03-02 | 980,602 | 68,895 | 911,707 | 1 | 58.2 | 25.7 | 6.9 | 9.1 | TSLA:21.5%;MUB:9.0%;VOO:20.0%;QQQ:19.2%;AAPL:8.8%;TLT:21.5% | US:54.5;EU:18.7;APAC:14.3;EM:10.5;Other:1.9 | Value:-0.4;Growth:-0.4;Quality:-0.9;Size:+0.8;Momentum:+0.9;LowVol:+0.8 | MaxPos6% | 8 | 35 | 5.9 | trailing 8% | 165 | 26.2 | Bear | 22.3 | 3.53 | 1.1 | 216 | 39 | 80 | 56 | false | Rebalance | Shift +1% to bonds from equity | 24 | 10 | BrokerB | VWAP | 86 | null | null | Normal monitoring | 109 | 4 | 171 | 5 | false | Monitor dispersion and breadth |
P7533 | Systematic | Trust | USD | 2024-12-18 | 821,443 | 48,764 | 772,679 | 1 | 57.9 | 22.8 | 11.3 | 7.9 | BND:23.0%;AMZN:23.0%;VOO:8.8%;HYG:23.0%;BRK.B:22.3% | US:65.3;EU:18.0;APAC:9.2;EM:3.7;Other:3.8 | Value:-0.1;Growth:-0.3;Quality:-0.2;Size:-0.6;Momentum:+0.3;LowVol:-0.3 | NoDerivatives | 5 | 30 | 5.6 | hard 12% | 219 | 21 | Bull | 17.2 | 4.77 | 3.2 | 105 | 104 | 90 | 47 | false | Rebalance | Shift +1% to bonds from equity | 22 | -26 | BrokerA | LMT | 87 | null | null | Normal monitoring | -32 | -24 | -60 | 5 | false | Within IPS guidelines |
P7534 | Systematic | 401k | USD | 2024-11-11 | 1,287,695 | 56,976 | 1,230,719 | 1 | 62.5 | 23.6 | 4.5 | 9.4 | AAPL:5.9%;TLT:12.5%;TSLA:18.9%;VOO:20.9%;VTI:20.9%;MSFT:20.9% | US:55.1;EU:20.4;APAC:11.4;EM:10.1;Other:3.0 | Value:+0.7;Growth:-0.0;Quality:+0.1;Size:+0.7;Momentum:-0.7;LowVol:-0.8 | null | 8 | 35 | 5.9 | hard 12% | 134 | 20.4 | Volatile | 29.7 | 4.6 | 3.6 | 176 | 31 | 54 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | -8 | BrokerC | LMT | 90 | VAR>budget | Hedge | Risk above budget threshold | 48 | -53 | 121 | 3 | false | Monitor dispersion and breadth |
P7535 | Cautious | Taxable | USD | 2025-02-02 | 239,268 | 23,674 | 215,594 | 1 | 36.5 | 33.3 | 17.5 | 12.7 | QQQ:26.8%;XLF:20.9%;HYG:29.8%;VOO:22.4% | US:67.3;EU:7.6;APAC:11.4;EM:11.7;Other:1.9 | Value:+0.9;Growth:-0.0;Quality:-0.2;Size:+0.7;Momentum:-0.4;LowVol:+0.2 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 3.2 | hard 10% | 96 | 13 | Sideways | 21.9 | 3.94 | 2.7 | 102 | 54 | 76 | 48 | false | Buy | Add to core equity +1% | 27 | -19 | BrokerA | MKT | 90 | null | null | Normal monitoring | -44 | 9 | -39 | 3 | false | Increase defensive factor exposure |
P7536 | Systematic | IRA | USD | 2025-04-10 | 1,863,556 | 94,118 | 1,769,438 | 1 | 55 | 22.4 | 16.4 | 6.2 | MSFT:33.3%;BRK.B:33.3%;AAPL:33.3% | US:67.4;EU:15.8;APAC:5.6;EM:10.4;Other:0.9 | Value:-0.3;Growth:-0.5;Quality:-0.4;Size:-1.0;Momentum:-0.3;LowVol:+0.9 | null | 10 | 35 | 5.2 | trailing 8% | 208 | 17 | Volatile | 27.6 | 4.03 | 2.8 | 167 | 80 | 84 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 22 | -5 | BrokerD | VWAP | 93 | VAR>budget | Reduce | Risk above budget threshold | 118 | -59 | 120 | 4 | false | Tighten stops on momentum names |
P7537 | Systematic | Trust | USD | 2025-03-02 | 1,348,041 | 129,798 | 1,218,243 | 1 | 55.2 | 30.5 | 7.1 | 7.3 | MSFT:34.8%;XLF:30.5%;VOO:34.8% | US:66.6;EU:13.6;APAC:6.3;EM:9.0;Other:4.4 | Value:+0.5;Growth:+0.2;Quality:+0.1;Size:+0.4;Momentum:-1.0;LowVol:-0.5 | null | 10 | 35 | 4.2 | trailing 8% | 207 | 27.2 | Volatile | 24.8 | 4.57 | 3.7 | 142 | -20 | 47 | 62 | false | Rebalance | Shift +1% to bonds from equity | 28 | -11 | BrokerD | MKT | 88 | null | null | Normal monitoring | -59 | -54 | -97 | 3 | false | Within IPS guidelines |
P7538 | Systematic | Trust | USD | 2025-08-23 | 1,348,920 | 120,761 | 1,228,159 | 1 | 55.1 | 22.7 | 14.7 | 7.5 | GLD:26.4%;HYG:20.8%;IEF:26.4%;MSFT:26.4% | US:63.2;EU:8.7;APAC:15.6;EM:11.7;Other:0.7 | Value:+0.9;Growth:+0.4;Quality:+0.2;Size:-0.1;Momentum:-0.0;LowVol:+0.6 | null | 10 | 25 | 4.8 | trailing 9% | 187 | 27.1 | Bear | 28 | 3.25 | 1.6 | 167 | -115 | 5 | 76 | true | Rebalance | Rebalance back to target bands | 18 | -38 | BrokerD | MKT | 87 | RegimeShift | Pause | Volatility spike and breadth deterioration | 62 | -7 | 52 | 4 | false | Tax-aware sells next window |
P7539 | Cautious | Trust | USD | 2025-10-07 | 433,951 | 34,827 | 399,124 | 1 | 35.1 | 40.1 | 9.2 | 15.6 | QQQ:22.3%;GLD:9.6%;VNQ:16.6%;MUB:13.9%;MSFT:22.3%;BRK.B:15.2% | US:62.2;EU:12.3;APAC:13.2;EM:11.7;Other:0.5 | Value:0.0;Growth:-0.1;Quality:+0.3;Size:+0.3;Momentum:+0.6;LowVol:-0.7 | MaxPos8%;NoMargin | 5 | 35 | 5.8 | trailing 8% | 136 | 13.4 | Volatile | 20.2 | 4.07 | 3.8 | 114 | 59 | 92 | 44 | false | NoAction | Within bands; monitor | 10 | -36 | BrokerD | LMT | 90 | null | null | Normal monitoring | 50 | -3 | 80 | 4 | false | Increase defensive factor exposure |
P7540 | Systematic | IRA | USD | 2025-11-23 | 611,090 | 60,606 | 550,484 | 1 | 65.6 | 25.7 | 0 | 8.8 | QQQ:28.2%;VNQ:35.9%;MUB:35.9% | US:72.2;EU:10.1;APAC:8.0;EM:5.2;Other:4.5 | Value:+0.2;Growth:-0.0;Quality:-0.9;Size:+0.4;Momentum:-0.7;LowVol:-0.4 | MaxPos5% | 6 | 30 | 5.4 | hard 12% | 139 | 25.4 | Sideways | 14.4 | 3.64 | 3 | 132 | 24 | 53 | 57 | false | Hedge | Add TLT +1% as duration hedge | 10 | -5 | BrokerD | LMT | 97 | null | null | Normal monitoring | 67 | 3 | 170 | 4 | false | Monitor dispersion and breadth |
P7541 | Active | Trust | USD | 2025-07-05 | 1,909,155 | 119,801 | 1,789,354 | 1 | 59.3 | 18.5 | 12.2 | 10 | AAPL:29.6%;TSLA:35.2%;MUB:35.2% | US:66.8;EU:13.8;APAC:8.8;EM:9.7;Other:0.9 | Value:+0.5;Growth:-0.3;Quality:+0.1;Size:+0.8;Momentum:-0.4;LowVol:+0.2 | null | 8 | 25 | 5.2 | trailing 9% | 218 | 22.1 | Volatile | 31.1 | 3.7 | 3.4 | 171 | -22 | 39 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | -13 | BrokerB | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | 35 | -2 | 85 | 5 | false | Within IPS guidelines |
P7542 | Systematic | Trust | USD | 2024-12-09 | 497,826 | 20,743 | 477,083 | 1 | 55.3 | 33 | 6.5 | 5.1 | TSLA:21.7%;VOO:13.5%;VTI:21.7%;BND:21.4%;HYG:21.7% | US:74.3;EU:12.7;APAC:8.1;EM:4.5;Other:0.4 | Value:+0.5;Growth:+0.2;Quality:-0.2;Size:+0.1;Momentum:+0.3;LowVol:+0.4 | MaxPos8% | 8 | 30 | 5 | trailing 9% | 122 | 21.7 | Bear | 34.8 | 3.36 | 1.8 | 186 | -61 | 15 | 90 | true | Rebalance | Rebalance back to target bands | 0 | -7 | BrokerC | VWAP | 97 | VAR>budget | Hedge | Risk above budget threshold | 51 | -23 | 69 | 3 | false | Tax-aware sells next window |
P7543 | Active | Roth | USD | 2025-05-04 | 2,486,695 | 157,022 | 2,329,673 | 1 | 69.2 | 21.3 | 2.1 | 7.3 | VOO:13.6%;XLF:11.6%;TLT:17.7%;AMZN:21.0%;QQQ:18.7%;TSLA:17.5% | US:67.9;EU:13.6;APAC:11.0;EM:4.2;Other:3.4 | Value:-0.3;Growth:+0.2;Quality:-0.7;Size:-0.1;Momentum:-0.0;LowVol:+0.7 | NoDerivatives | 7 | 35 | 5.8 | trailing 9% | 172 | 18.6 | Sideways | 18 | 3.91 | 2.4 | 91 | 29 | 68 | 47 | false | Buy | Add to core equity +1% | 13 | -39 | BrokerB | MKT | 96 | null | null | Normal monitoring | 102 | -33 | 232 | 3 | false | Increase defensive factor exposure |
P7544 | Active | Roth | USD | 2025-06-20 | 2,405,213 | 228,383 | 2,176,830 | 1 | 58.3 | 22.3 | 13.5 | 5.9 | GLD:25.0%;QQQ:25.0%;MSFT:25.0%;BRK.B:25.0% | US:67.4;EU:15.9;APAC:9.2;EM:5.7;Other:1.9 | Value:-0.5;Growth:+0.3;Quality:+0.1;Size:+1.0;Momentum:-0.7;LowVol:-0.1 | MaxPos5% | 6 | 30 | 5.7 | trailing 8% | 205 | 25.5 | Bull | 12.7 | 4.05 | 2.8 | 109 | 22 | 57 | 46 | true | Rebalance | Rebalance back to target bands | 9 | -39 | BrokerD | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -45 | -24 | -63 | 4 | false | Increase defensive factor exposure |
P7545 | Cautious | 401k | USD | 2025-12-07 | 260,388 | 39,593 | 220,795 | 1 | 42.6 | 41.3 | 0 | 16 | VOO:16.6%;MSFT:16.4%;GLD:22.3%;TSLA:7.4%;VTI:22.3%;QQQ:15.1% | US:57.5;EU:19.0;APAC:8.0;EM:10.1;Other:5.4 | Value:-0.1;Growth:+0.9;Quality:+0.9;Size:+0.7;Momentum:+0.6;LowVol:-0.9 | ESGOnly;NoMargin | 10 | 25 | 3.9 | trailing 8% | 101 | 17.5 | Volatile | 29.8 | 4.51 | 2.2 | 167 | 72 | 71 | 59 | false | Hedge | Add TLT +1% as duration hedge | -14 | -34 | BrokerB | LMT | 96 | null | null | Normal monitoring | -44 | -50 | -51 | 4 | false | Within IPS guidelines |
P7546 | Active | Taxable | USD | 2024-09-09 | 1,567,684 | 98,727 | 1,468,957 | 1 | 57 | 26 | 10.6 | 6.5 | MUB:33.3%;TSLA:33.3%;XLF:33.3% | US:70.3;EU:7.1;APAC:7.9;EM:10.1;Other:4.6 | Value:-0.3;Growth:-0.2;Quality:-1.0;Size:+0.2;Momentum:-0.1;LowVol:-0.6 | MaxPos6%;NoDerivatives | 6 | 25 | 5.4 | trailing 8% | 160 | 22.2 | Bull | 14.8 | 4.95 | 3.3 | 116 | 111 | 100 | 43 | true | Rebalance | Rebalance back to target bands | 24 | -13 | BrokerB | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | -54 | -55 | 14 | 4 | false | Tax-aware sells next window |
P7547 | Cautious | Trust | USD | 2025-04-07 | 588,370 | 47,362 | 541,008 | 1 | 40.6 | 40.5 | 1.1 | 17.8 | VOO:33.3%;TSLA:33.3%;HYG:33.3% | US:67.1;EU:7.7;APAC:11.2;EM:7.8;Other:6.2 | Value:-0.1;Growth:+0.6;Quality:-0.3;Size:+0.1;Momentum:+0.4;LowVol:-0.2 | ESGOnly;NoDerivatives;NoMargin | 8 | 30 | 3.4 | hard 10% | 95 | 17.5 | Bear | 30.3 | 3.71 | 2.9 | 219 | -117 | 5 | 60 | false | Buy | Add to core equity +1% | 31 | -20 | BrokerA | LMT | 89 | null | null | Normal monitoring | 66 | -40 | 113 | 3 | false | Within IPS guidelines |
P7548 | Active | IRA | USD | 2024-08-08 | 1,565,463 | 183,768 | 1,381,695 | 1 | 63 | 29 | 0 | 8 | TLT:11.7%;VTI:29.4%;GLD:29.4%;AAPL:29.4% | US:62.8;EU:13.0;APAC:12.4;EM:10.5;Other:1.2 | Value:0.0;Growth:+0.6;Quality:+0.6;Size:-0.1;Momentum:+0.1;LowVol:-0.3 | null | 8 | 25 | 5.1 | trailing 8% | 178 | 20.7 | Sideways | 21.4 | 3.58 | 3.1 | 95 | -22 | 26 | 61 | false | Sell | Trim extended winner -1% | -4 | -19 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 39 | -34 | 133 | 3 | false | Tighten stops on momentum names |
P7549 | Hands-off | Taxable | USD | 2025-02-16 | 598,024 | 46,293 | 551,731 | 1 | 55.8 | 21.3 | 14.7 | 8.1 | AAPL:33.3%;AMZN:33.3%;IEF:33.3% | US:63.4;EU:10.8;APAC:13.5;EM:10.0;Other:2.3 | Value:-0.1;Growth:+0.3;Quality:-0.4;Size:-0.2;Momentum:-0.7;LowVol:-0.6 | ESGOnly;MaxPos8%;NoDerivatives | 10 | 35 | 5.4 | hard 10% | 110 | 17 | Sideways | 17.8 | 4.26 | 2.7 | 124 | -13 | 28 | 55 | false | Sell | Trim extended winner -1% | 21 | 7 | BrokerC | MKT | 93 | null | null | Normal monitoring | -27 | -44 | -29 | 3 | false | Tax-aware sells next window |
P7550 | Cautious | Trust | USD | 2025-06-15 | 397,367 | 52,748 | 344,619 | 1 | 52.9 | 30.2 | 6.8 | 10.2 | VTI:10.4%;MUB:8.8%;TSLA:22.9%;VOO:12.1%;TLT:22.9%;QQQ:22.9% | US:68.9;EU:11.3;APAC:7.0;EM:8.6;Other:4.3 | Value:+0.9;Growth:+0.8;Quality:+0.2;Size:-0.8;Momentum:-0.5;LowVol:-0.5 | ESGOnly;NoMargin | 7 | 30 | 3.7 | trailing 10% | 136 | 15.7 | Bull | 11.9 | 4.06 | 3.3 | 103 | 116 | 100 | 29 | false | NoAction | Within bands; monitor | -4 | -21 | BrokerD | LMT | 88 | null | null | Normal monitoring | -48 | -40 | 77 | 5 | false | Increase defensive factor exposure |
P7551 | Active | IRA | USD | 2025-04-09 | 1,353,276 | 108,280 | 1,244,996 | 1 | 53.5 | 27 | 13 | 6.5 | QQQ:14.3%;MUB:18.4%;TSLA:12.9%;BRK.B:14.1%;AAPL:20.2%;TLT:20.2% | US:66.7;EU:11.5;APAC:8.7;EM:9.0;Other:4.1 | Value:-0.0;Growth:+0.1;Quality:-1.0;Size:+0.9;Momentum:-0.4;LowVol:+0.4 | MaxPos8% | 5 | 25 | 4.9 | trailing 9% | 125 | 22.7 | Sideways | 21.1 | 4.65 | 2.2 | 123 | 23 | 75 | 52 | false | Hedge | Add TLT +1% as duration hedge | -13 | 2 | BrokerB | LMT | 96 | null | null | Normal monitoring | 98 | -2 | 192 | 4 | false | Increase defensive factor exposure |
P7552 | Opportunistic | Roth | USD | 2025-11-27 | 1,703,555 | 55,957 | 1,647,598 | 1 | 74 | 12.5 | 6 | 7.6 | XLF:8.1%;MSFT:13.2%;AMZN:22.5%;BRK.B:22.5%;GLD:22.5%;MUB:11.1% | US:68.7;EU:9.1;APAC:16.6;EM:4.1;Other:1.5 | Value:+0.9;Growth:-0.3;Quality:-0.3;Size:-0.8;Momentum:-0.8;LowVol:+0.2 | null | 6 | 30 | 4.1 | trailing 7% | 265 | 33 | Sideways | 20.5 | 4.82 | 2.6 | 138 | -24 | 33 | 73 | true | Rebalance | Rebalance back to target bands | 6 | -28 | BrokerB | MKT | 100 | VAR>budget | Pause | Risk above budget threshold | 36 | -59 | 21 | 2 | false | Tighten stops on momentum names |
P7553 | Hands-off | Taxable | USD | 2024-10-14 | 852,756 | 83,557 | 769,199 | 1 | 68.8 | 26.3 | 0 | 4.8 | AMZN:22.8%;MUB:25.7%;IEF:25.7%;VNQ:25.7% | US:58.7;EU:19.1;APAC:9.4;EM:9.5;Other:3.4 | Value:-0.6;Growth:-1.0;Quality:+0.3;Size:+0.2;Momentum:-0.7;LowVol:+0.9 | null | 6 | 35 | 4.8 | trailing 8% | 164 | 18.7 | Bear | 31.8 | 3.59 | 1.4 | 203 | -69 | 9 | 89 | true | Rebalance | Rebalance back to target bands | 16 | -28 | BrokerA | VWAP | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 58 | -57 | 21 | 2 | false | Tax-aware sells next window |
P7554 | Cautious | Roth | USD | 2025-10-10 | 209,847 | 26,704 | 183,143 | 1 | 44.7 | 41.1 | 0.2 | 14 | VNQ:22.5%;TSLA:22.5%;BND:22.5%;MUB:21.6%;MSFT:11.0% | US:72.6;EU:8.0;APAC:7.4;EM:11.7;Other:0.4 | Value:-0.8;Growth:-0.7;Quality:+0.8;Size:-0.2;Momentum:-0.0;LowVol:+0.1 | ESGOnly;MaxPos8%;NoMargin | 8 | 30 | 4.4 | trailing 8% | 114 | 17.4 | Bull | 15.8 | 3.63 | 3.4 | 103 | 67 | 96 | 38 | false | Sell | Trim extended winner -1% | -7 | -13 | BrokerA | MKT | 92 | null | null | Normal monitoring | 56 | -7 | 128 | 4 | false | Within IPS guidelines |
P7555 | Active | IRA | USD | 2025-04-16 | 891,196 | 78,793 | 812,403 | 1.21 | 56.2 | 31.2 | 4.3 | 8.3 | MSFT:34.5%;BND:34.5%;VOO:31.0% | US:65.8;EU:15.4;APAC:13.4;EM:5.0;Other:0.4 | Value:-1.0;Growth:-0.5;Quality:+0.1;Size:+0.9;Momentum:-0.5;LowVol:-0.1 | null | 10 | 25 | 5.5 | trailing 8% | 126 | 19.4 | Bull | 15.6 | 4.07 | 2.4 | 94 | 65 | 88 | 49 | false | Rebalance | Shift +1% to bonds from equity | 9 | -29 | BrokerD | VWAP | 87 | null | null | Normal monitoring | 71 | -47 | 142 | 3 | false | Tighten stops on momentum names |
P7556 | Hands-off | Trust | USD | 2025-04-29 | 570,371 | 23,802 | 546,569 | 1 | 68.4 | 21.4 | 0.3 | 9.9 | IEF:15.2%;HYG:21.4%;TLT:17.9%;MUB:11.2%;VTI:21.4%;BRK.B:12.9% | US:65.4;EU:15.8;APAC:11.6;EM:4.7;Other:2.5 | Value:+0.2;Growth:-0.0;Quality:-0.1;Size:-0.4;Momentum:-0.4;LowVol:0.0 | ESGOnly;MaxPos6% | 5 | 25 | 4.2 | trailing 8% | 115 | 18 | Bull | 14.6 | 3.8 | 3.2 | 96 | 9 | 56 | 44 | false | Buy | Add to core equity +1% | -9 | 13 | BrokerB | MKT | 91 | null | null | Normal monitoring | 50 | -35 | 55 | 5 | false | Within IPS guidelines |
P7557 | Active | Trust | USD | 2025-07-13 | 746,569 | 70,988 | 675,581 | 1 | 63.6 | 21.7 | 9.1 | 5.6 | VOO:26.5%;GLD:20.4%;AAPL:26.5%;VNQ:26.5% | US:69.6;EU:11.0;APAC:6.5;EM:10.3;Other:2.6 | Value:-0.5;Growth:-0.8;Quality:-1.0;Size:+0.2;Momentum:-0.6;LowVol:+0.9 | null | 10 | 30 | 5 | hard 12% | 127 | 26.7 | Bull | 17.9 | 3.62 | 2.1 | 73 | 111 | 100 | 63 | false | Rebalance | Shift +1% to bonds from equity | 15 | -15 | BrokerD | LMT | 97 | null | null | Normal monitoring | -19 | 15 | 96 | 5 | false | Tax-aware sells next window |
P7558 | Active | Trust | USD | 2025-10-17 | 763,264 | 63,963 | 699,301 | 1 | 67.1 | 24.7 | 0 | 8.3 | IEF:22.1%;TLT:22.1%;VNQ:10.2%;MSFT:22.1%;QQQ:10.6%;AMZN:12.8% | US:79.2;EU:8.3;APAC:5.8;EM:3.5;Other:3.2 | Value:+0.1;Growth:+0.1;Quality:+0.1;Size:-0.9;Momentum:-0.1;LowVol:+0.9 | MaxPos7% | 6 | 25 | 4.5 | hard 12% | 189 | 17.1 | Volatile | 21.6 | 3.84 | 3.2 | 157 | -11 | 37 | 62 | false | Rebalance | Shift +1% to bonds from equity | 8 | -25 | BrokerB | LMT | 97 | null | null | Normal monitoring | 89 | -6 | 61 | 5 | false | Tighten stops on momentum names |
P7559 | Opportunistic | 401k | USD | 2025-03-02 | 395,696 | 16,940 | 378,756 | 1 | 65.5 | 18.5 | 8.2 | 7.8 | IEF:26.2%;XLF:21.5%;GLD:26.2%;QQQ:26.2% | US:64.1;EU:13.4;APAC:15.8;EM:6.6;Other:0.2 | Value:+0.9;Growth:-0.8;Quality:+0.9;Size:+0.5;Momentum:-0.3;LowVol:+0.5 | NoDerivatives | 5 | 25 | 4.1 | trailing 9% | 219 | 30.7 | Bull | 15 | 4.31 | 2.8 | 107 | 6 | 61 | 47 | false | Rebalance | Shift +1% to bonds from equity | 11 | 9 | BrokerC | MKT | 88 | null | null | Normal monitoring | 45 | -1 | 179 | 5 | false | Monitor dispersion and breadth |
P7560 | Opportunistic | Trust | USD | 2025-10-28 | 1,016,951 | 48,783 | 968,168 | 1 | 67.9 | 16.9 | 9.5 | 5.8 | VNQ:22.9%;BRK.B:20.9%;IEF:22.9%;VOO:12.6%;AAPL:9.0%;MUB:11.7% | US:69.9;EU:14.7;APAC:8.0;EM:7.1;Other:0.2 | Value:-0.0;Growth:-0.1;Quality:+0.2;Size:-0.8;Momentum:-0.0;LowVol:-0.6 | MaxPos5%;NoDerivatives | 10 | 25 | 6.7 | trailing 9% | 179 | 32.2 | Bull | 16.8 | 4.15 | 3.4 | 106 | 46 | 81 | 44 | false | Sell | Trim extended winner -1% | 19 | -22 | BrokerB | LMT | 90 | null | null | Normal monitoring | -52 | 3 | 37 | 4 | false | Tighten stops on momentum names |
P7561 | Hands-off | Taxable | USD | 2024-07-16 | 171,398 | 9,827 | 161,571 | 1 | 63.2 | 19.9 | 8.4 | 8.5 | MUB:37.5%;VNQ:25.0%;XLF:37.5% | US:66.5;EU:11.9;APAC:14.0;EM:5.2;Other:2.3 | Value:-0.9;Growth:-0.1;Quality:-1.0;Size:-0.5;Momentum:+0.9;LowVol:+0.5 | ESGOnly;MaxPos6%;NoDerivatives | 10 | 30 | 5.1 | trailing 8% | 123 | 19.6 | Bull | 13.9 | 3.78 | 2.2 | 70 | 30 | 51 | 42 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | 9 | BrokerD | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -39 | -44 | -21 | 4 | false | Increase defensive factor exposure |
P7562 | Active | Trust | USD | 2025-05-21 | 1,821,308 | 199,876 | 1,621,432 | 1 | 51.4 | 18.2 | 24 | 6.5 | GLD:26.6%;MSFT:26.6%;VTI:26.6%;AAPL:20.2% | US:57.3;EU:16.0;APAC:11.4;EM:11.4;Other:3.9 | Value:0.0;Growth:+0.7;Quality:-0.1;Size:+0.8;Momentum:-0.8;LowVol:+0.7 | null | 8 | 30 | 4.6 | hard 12% | 154 | 26.5 | Bull | 12.7 | 3.6 | 2.2 | 86 | 41 | 81 | 34 | false | NoAction | Within bands; monitor | 29 | -4 | BrokerB | LMT | 86 | null | null | Normal monitoring | 31 | 4 | 118 | 4 | false | Tax-aware sells next window |
P7563 | Active | IRA | USD | 2025-01-24 | 2,311,012 | 141,824 | 2,169,188 | 1.22 | 52.4 | 27.9 | 13.5 | 6.2 | BND:24.0%;TSLA:25.3%;MSFT:25.3%;MUB:25.3% | US:71.6;EU:9.0;APAC:7.1;EM:8.5;Other:3.8 | Value:+0.5;Growth:+0.8;Quality:+0.1;Size:+0.8;Momentum:+0.8;LowVol:-0.3 | MaxPos5%;NoDerivatives | 6 | 35 | 5 | hard 12% | 140 | 16.6 | Volatile | 21.7 | 3.54 | 2.5 | 132 | -36 | 31 | 62 | false | Sell | Trim extended winner -1% | 1 | -38 | BrokerD | LMT | 90 | null | null | Normal monitoring | -19 | -58 | 1 | 3 | false | Monitor dispersion and breadth |
P7564 | Hands-off | 401k | USD | 2024-10-13 | 705,280 | 59,344 | 645,936 | 1 | 62.1 | 22.3 | 10.4 | 5.2 | MUB:26.9%;MSFT:26.9%;TSLA:23.7%;IEF:22.5% | US:57.4;EU:16.6;APAC:16.2;EM:7.0;Other:2.8 | Value:-0.9;Growth:-0.5;Quality:+0.6;Size:-0.1;Momentum:-0.1;LowVol:+1.0 | MaxPos6% | 8 | 30 | 3.2 | hard 10% | 155 | 14.9 | Sideways | 18.8 | 3.73 | 3.4 | 123 | -15 | 29 | 46 | false | NoAction | Within bands; monitor | 24 | -6 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 56 | 10 | 18 | 5 | false | Increase defensive factor exposure |
P7565 | Hands-off | Taxable | USD | 2024-11-08 | 370,713 | 23,065 | 347,648 | 1 | 56.2 | 26.9 | 11.7 | 5.1 | AAPL:23.2%;TSLA:12.0%;BRK.B:23.2%;MUB:23.2%;VNQ:18.4% | US:59.7;EU:17.1;APAC:9.3;EM:10.4;Other:3.4 | Value:+0.1;Growth:-0.2;Quality:-0.8;Size:+0.1;Momentum:+0.8;LowVol:-0.6 | ESGOnly;MaxPos5%;NoDerivatives | 5 | 35 | 3.6 | trailing 10% | 145 | 12.2 | Bull | 11.5 | 3.73 | 2.9 | 101 | 87 | 100 | 38 | false | Hedge | Add TLT +1% as duration hedge | 16 | 4 | BrokerC | MKT | 87 | null | null | Normal monitoring | -9 | 12 | 79 | 5 | false | Tighten stops on momentum names |
P7566 | Hands-off | Trust | USD | 2024-11-24 | 826,106 | 48,838 | 777,268 | 1 | 56.2 | 24.8 | 11.3 | 7.7 | VNQ:33.3%;HYG:33.3%;GLD:33.3% | US:65.5;EU:16.9;APAC:4.7;EM:10.8;Other:2.1 | Value:+0.4;Growth:0.0;Quality:-0.3;Size:-0.6;Momentum:-1.0;LowVol:+0.5 | null | 6 | 25 | 4.9 | trailing 8% | 151 | 19.1 | Bull | 12.7 | 4.92 | 3.4 | 101 | 27 | 57 | 46 | false | Hedge | Add TLT +1% as duration hedge | 26 | -25 | BrokerD | MKT | 92 | null | null | Normal monitoring | -59 | -8 | -44 | 5 | false | Monitor dispersion and breadth |
P7567 | Cautious | IRA | USD | 2025-04-09 | 850,306 | 118,645 | 731,661 | 1 | 44.1 | 41.4 | 1 | 13.5 | TSLA:33.3%;QQQ:33.3%;XLF:33.3% | US:74.3;EU:14.5;APAC:6.1;EM:3.7;Other:1.3 | Value:-0.2;Growth:-0.8;Quality:-0.0;Size:+0.5;Momentum:-0.7;LowVol:-0.7 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 3.3 | trailing 10% | 157 | 13.6 | Bull | 17.6 | 4.47 | 2.2 | 97 | 65 | 80 | 33 | true | Rebalance | Rebalance back to target bands | -6 | -35 | BrokerD | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 6 | -28 | 31 | 5 | false | Monitor dispersion and breadth |
P7568 | Cautious | Trust | USD | 2024-08-08 | 470,441 | 46,288 | 424,153 | 1 | 49.4 | 35.5 | 0 | 15.1 | VTI:27.1%;AAPL:18.8%;MSFT:27.1%;MUB:27.1% | US:55.6;EU:15.7;APAC:15.9;EM:9.8;Other:3.0 | Value:+0.3;Growth:-0.2;Quality:-0.7;Size:+0.7;Momentum:+0.8;LowVol:+0.9 | ESGOnly;NoMargin | 10 | 25 | 5.4 | hard 10% | 109 | 15.8 | Sideways | 20.6 | 4.65 | 2.1 | 102 | 59 | 72 | 48 | true | Hedge | Buy index puts 1% notional | 19 | 8 | BrokerB | MKT | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 40 | -46 | 176 | 3 | false | Monitor dispersion and breadth |
P7569 | Systematic | 401k | USD | 2024-07-08 | 1,319,536 | 101,792 | 1,217,744 | 1 | 55.7 | 22 | 15.2 | 7.1 | VOO:25.2%;HYG:25.2%;XLF:11.0%;QQQ:13.4%;TSLA:25.2% | US:73.6;EU:10.8;APAC:6.5;EM:8.8;Other:0.5 | Value:-0.5;Growth:+0.7;Quality:+0.7;Size:-0.5;Momentum:-0.6;LowVol:-0.1 | null | 7 | 35 | 4.2 | hard 12% | 129 | 21.9 | Bull | 13.4 | 4.07 | 3.2 | 97 | 74 | 73 | 33 | false | Sell | Trim extended winner -1% | -10 | -12 | BrokerB | VWAP | 99 | null | null | Normal monitoring | 20 | 4 | 15 | 5 | false | Monitor dispersion and breadth |
P7570 | Active | 401k | USD | 2025-06-21 | 2,091,326 | 201,913 | 1,889,413 | 1.17 | 56.9 | 27.1 | 6.9 | 9.1 | VTI:8.5%;VNQ:18.3%;TSLA:22.1%;AMZN:22.1%;BND:19.4%;IEF:9.5% | US:64.2;EU:16.3;APAC:12.1;EM:3.6;Other:3.8 | Value:+0.4;Growth:+0.2;Quality:+0.5;Size:+0.1;Momentum:-0.4;LowVol:-0.0 | MaxPos7% | 7 | 25 | 5.2 | trailing 9% | 139 | 22.5 | Bull | 11.4 | 4.33 | 2.3 | 112 | 62 | 93 | 45 | false | Buy | Add to core equity +1% | 25 | -21 | BrokerD | LMT | 85 | null | null | Normal monitoring | 113 | -8 | 120 | 4 | false | Tighten stops on momentum names |
P7571 | Active | 401k | USD | 2025-10-25 | 1,232,075 | 79,749 | 1,152,326 | 1 | 54.3 | 18.1 | 21.7 | 5.9 | QQQ:13.0%;MUB:22.9%;GLD:22.9%;BND:18.9%;HYG:22.1% | US:60.7;EU:12.8;APAC:13.2;EM:9.2;Other:4.1 | Value:-0.1;Growth:+0.3;Quality:+0.7;Size:+0.2;Momentum:+0.1;LowVol:-0.7 | null | 6 | 35 | 5.9 | trailing 9% | 133 | 18.7 | Bear | 33 | 3.1 | 2.7 | 160 | -111 | 5 | 73 | true | Hedge | Buy index puts 1% notional | 17 | -21 | BrokerC | MKT | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 119 | -31 | 199 | 2 | false | Within IPS guidelines |
P7572 | Active | Roth | USD | 2025-09-17 | 835,608 | 75,417 | 760,191 | 1 | 60.2 | 27.1 | 6.7 | 6 | VNQ:7.8%;XLF:19.0%;TLT:14.7%;HYG:20.1%;BND:20.1%;QQQ:18.2% | US:61.9;EU:13.2;APAC:11.7;EM:10.5;Other:2.7 | Value:-0.5;Growth:-0.1;Quality:+0.2;Size:-0.4;Momentum:+0.9;LowVol:+0.4 | null | 6 | 25 | 4.1 | trailing 8% | 122 | 26.6 | Sideways | 17.8 | 3.86 | 3.5 | 92 | 11 | 58 | 46 | false | Buy | Add to core equity +1% | -15 | 4 | BrokerB | MKT | 85 | null | null | Normal monitoring | 82 | -21 | 152 | 3 | false | Tax-aware sells next window |
P7573 | Systematic | Roth | USD | 2025-01-26 | 1,234,650 | 64,682 | 1,169,968 | 1 | 61.7 | 20.7 | 9.8 | 7.7 | GLD:25.2%;BND:24.4%;MSFT:25.2%;VNQ:25.2% | US:74.1;EU:11.7;APAC:5.8;EM:3.5;Other:4.9 | Value:+0.9;Growth:+0.5;Quality:0.0;Size:+1.0;Momentum:+0.9;LowVol:+1.0 | null | 6 | 25 | 4.4 | trailing 9% | 152 | 24.9 | Bull | 14 | 4.47 | 2.5 | 108 | 89 | 80 | 39 | true | Rebalance | Rebalance back to target bands | -8 | -35 | BrokerB | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | -44 | 10 | 31 | 5 | false | Tax-aware sells next window |
P7574 | Active | IRA | USD | 2025-09-01 | 962,001 | 107,604 | 854,397 | 1 | 55.3 | 28.2 | 8.9 | 7.6 | XLF:33.3%;AMZN:33.3%;MSFT:33.3% | US:69.1;EU:7.3;APAC:12.9;EM:9.6;Other:1.1 | Value:-0.1;Growth:+0.5;Quality:+0.6;Size:+0.5;Momentum:-0.4;LowVol:-0.1 | MaxPos7% | 6 | 35 | 5.1 | trailing 9% | 141 | 17.7 | Bear | 23.6 | 3.51 | 1.8 | 159 | -83 | 10 | 53 | false | Buy | Add to core equity +1% | 2 | -32 | BrokerB | LMT | 86 | null | null | Normal monitoring | 41 | -6 | 1 | 4 | false | Tax-aware sells next window |
P7575 | Opportunistic | 401k | USD | 2025-03-10 | 487,455 | 42,454 | 445,001 | 1 | 76.3 | 15.6 | 0 | 8.1 | BND:26.5%;VNQ:25.4%;AMZN:21.6%;XLF:26.5% | US:59.6;EU:16.1;APAC:13.0;EM:10.7;Other:0.6 | Value:+0.3;Growth:+0.8;Quality:-0.0;Size:-0.9;Momentum:0.0;LowVol:-0.1 | null | 7 | 35 | 6.4 | hard 12% | 186 | 20.7 | Sideways | 17.1 | 4.96 | 2.8 | 94 | 1 | 60 | 64 | false | Sell | Trim extended winner -1% | 0 | -5 | BrokerC | LMT | 94 | null | null | Normal monitoring | 20 | 20 | 89 | 4 | false | Tax-aware sells next window |
P7576 | Active | 401k | USD | 2025-03-14 | 577,420 | 53,985 | 523,435 | 1 | 51.5 | 21.6 | 17.9 | 9 | TSLA:30.9%;HYG:22.3%;MUB:15.8%;MSFT:30.9% | US:56.6;EU:16.9;APAC:12.5;EM:10.2;Other:3.9 | Value:+0.8;Growth:-0.8;Quality:-0.7;Size:+0.9;Momentum:-0.6;LowVol:-0.1 | MaxPos7%;NoDerivatives | 7 | 35 | 4.5 | trailing 9% | 183 | 16.1 | Volatile | 22.3 | 5.32 | 3.7 | 180 | 52 | 84 | 55 | false | Rebalance | Shift +1% to bonds from equity | 15 | -9 | BrokerA | MKT | 92 | null | null | Normal monitoring | -58 | -43 | -60 | 5 | false | Tighten stops on momentum names |
P7577 | Systematic | Trust | USD | 2025-07-01 | 1,535,880 | 76,290 | 1,459,590 | 1 | 61 | 20.7 | 10.7 | 7.5 | AAPL:25.0%;VTI:25.0%;XLF:25.0%;MSFT:25.0% | US:70.1;EU:5.3;APAC:9.5;EM:11.4;Other:3.7 | Value:-0.8;Growth:-0.4;Quality:-0.2;Size:+0.1;Momentum:-0.7;LowVol:-0.6 | null | 7 | 30 | 4.4 | hard 12% | 215 | 22.8 | Bull | 16.2 | 3.84 | 3.2 | 87 | 108 | 100 | 39 | false | Sell | Trim extended winner -1% | 22 | 6 | BrokerB | LMT | 98 | null | null | Normal monitoring | 9 | -24 | 39 | 4 | false | Monitor dispersion and breadth |
P7578 | Hands-off | Trust | USD | 2025-04-01 | 167,626 | 10,696 | 156,930 | 1 | 65.3 | 21.4 | 7.2 | 6.2 | TSLA:33.3%;BND:33.3%;IEF:33.3% | US:64.3;EU:14.1;APAC:11.6;EM:9.9;Other:0.2 | Value:+0.2;Growth:+0.9;Quality:-0.0;Size:+0.3;Momentum:+1.0;LowVol:-0.8 | null | 6 | 35 | 3.3 | trailing 10% | 157 | 19.1 | Bear | 26.2 | 3.65 | 2.9 | 173 | -110 | 5 | 62 | false | Buy | Add to core equity +1% | 13 | 4 | BrokerB | LMT | 87 | null | null | Normal monitoring | -49 | -15 | -7 | 4 | false | Within IPS guidelines |
P7579 | Cautious | 401k | USD | 2025-09-04 | 694,724 | 79,302 | 615,422 | 1 | 40.3 | 41.3 | 3.7 | 14.8 | XLF:25.0%;VNQ:25.0%;TSLA:25.0%;MSFT:25.0% | US:65.4;EU:11.3;APAC:14.8;EM:4.2;Other:4.2 | Value:-0.5;Growth:-0.8;Quality:-0.1;Size:-0.6;Momentum:+0.9;LowVol:+0.8 | ESGOnly;MaxPos5%;NoMargin | 6 | 30 | 3.6 | trailing 8% | 111 | 17.9 | Bull | 11.7 | 4.89 | 2.8 | 82 | 27 | 68 | 19 | false | NoAction | Within bands; monitor | -12 | -20 | BrokerA | LMT | 98 | null | null | Normal monitoring | 10 | -35 | 74 | 4 | false | Increase defensive factor exposure |
P7580 | Systematic | 401k | USD | 2025-04-22 | 1,383,131 | 125,716 | 1,257,415 | 1 | 67.4 | 21.9 | 2.4 | 8.4 | GLD:33.3%;VTI:33.3%;QQQ:33.3% | US:74.9;EU:9.2;APAC:9.4;EM:3.1;Other:3.4 | Value:-0.5;Growth:-0.5;Quality:+0.9;Size:-0.0;Momentum:+0.6;LowVol:+0.9 | NoDerivatives | 10 | 30 | 4.5 | trailing 9% | 137 | 18.1 | Bull | 13 | 4.31 | 2 | 88 | 28 | 74 | 41 | true | Rebalance | Rebalance back to target bands | -8 | -27 | BrokerB | LMT | 98 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -38 | -18 | 34 | 5 | false | Tax-aware sells next window |
P7581 | Active | IRA | USD | 2025-12-25 | 2,484,524 | 219,982 | 2,264,542 | 1.23 | 67.3 | 23.8 | 0.5 | 8.4 | BRK.B:33.3%;VNQ:33.3%;GLD:33.3% | US:61.8;EU:18.2;APAC:10.3;EM:4.2;Other:5.5 | Value:-0.6;Growth:-0.2;Quality:+0.6;Size:+0.6;Momentum:-0.0;LowVol:-0.2 | MaxPos7% | 7 | 30 | 4.8 | trailing 9% | 172 | 22.7 | Sideways | 15.8 | 4.95 | 2.2 | 129 | 10 | 61 | 52 | false | Sell | Trim extended winner -1% | 35 | -10 | BrokerD | MKT | 90 | null | null | Normal monitoring | 2 | 13 | 14 | 4 | false | Within IPS guidelines |
P7582 | Systematic | IRA | USD | 2025-01-20 | 1,963,714 | 104,560 | 1,859,154 | 1 | 56.4 | 22.5 | 15.7 | 5.3 | BND:23.9%;XLF:23.9%;AAPL:16.1%;IEF:13.7%;TSLA:22.4% | US:70.4;EU:12.7;APAC:9.8;EM:4.8;Other:2.3 | Value:-0.0;Growth:+0.1;Quality:-0.1;Size:-0.2;Momentum:-0.1;LowVol:+0.6 | null | 10 | 25 | 4.5 | hard 12% | 189 | 19.1 | Bull | 11.5 | 4.26 | 2 | 104 | 102 | 100 | 36 | false | Buy | Add to core equity +1% | -13 | -38 | BrokerA | VWAP | 92 | null | null | Normal monitoring | 37 | -42 | 10 | 3 | false | Monitor dispersion and breadth |
P7583 | Systematic | Roth | USD | 2025-03-06 | 1,481,467 | 71,277 | 1,410,190 | 1 | 68.1 | 22 | 4.3 | 5.6 | QQQ:22.4%;BND:22.4%;MUB:9.4%;VOO:22.4%;TSLA:9.5%;BRK.B:13.9% | US:62.5;EU:17.0;APAC:6.2;EM:10.7;Other:3.5 | Value:-0.8;Growth:-0.6;Quality:+0.3;Size:-0.8;Momentum:-0.4;LowVol:+1.0 | null | 10 | 25 | 4.9 | trailing 8% | 143 | 16.6 | Bear | 23.7 | 3.04 | 1.7 | 161 | 32 | 62 | 78 | true | Rebalance | Rebalance back to target bands | -6 | -8 | BrokerA | MKT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 45 | -4 | 14 | 4 | false | Increase defensive factor exposure |
P7584 | Hands-off | Trust | USD | 2025-09-02 | 746,347 | 63,146 | 683,201 | 1 | 63.3 | 28.7 | 0.5 | 7.5 | HYG:20.3%;VTI:11.4%;BND:20.3%;BRK.B:16.8%;GLD:14.2%;XLF:17.1% | US:71.0;EU:11.7;APAC:6.9;EM:5.0;Other:5.4 | Value:-0.1;Growth:-0.3;Quality:+0.1;Size:+1.0;Momentum:+0.6;LowVol:-0.9 | ESGOnly;NoDerivatives | 5 | 30 | 3.4 | trailing 8% | 135 | 15.1 | Bear | 23 | 4.15 | 2.6 | 176 | -114 | 5 | 56 | false | Rebalance | Shift +1% to bonds from equity | 9 | -35 | BrokerA | MKT | 87 | null | null | Normal monitoring | 66 | -11 | 186 | 5 | false | Tighten stops on momentum names |
P7585 | Cautious | 401k | USD | 2025-10-13 | 286,665 | 23,851 | 262,814 | 1 | 42 | 33.1 | 6.9 | 18 | VOO:25.0%;QQQ:25.0%;TLT:25.0%;AAPL:25.0% | US:69.8;EU:12.6;APAC:7.5;EM:6.8;Other:3.3 | Value:+0.9;Growth:-0.6;Quality:+0.2;Size:-0.6;Momentum:-0.0;LowVol:-0.4 | ESGOnly;NoMargin | 6 | 30 | 5.9 | hard 10% | 136 | 18.2 | Bull | 16.1 | 4.49 | 3 | 102 | 56 | 69 | 29 | false | Sell | Trim extended winner -1% | 23 | -19 | BrokerA | MKT | 90 | null | null | Normal monitoring | 8 | -19 | 108 | 3 | false | Increase defensive factor exposure |
P7586 | Opportunistic | Trust | USD | 2024-12-08 | 707,360 | 58,877 | 648,483 | 1 | 72.3 | 13.8 | 8.4 | 5.4 | BND:22.7%;TSLA:22.7%;MUB:18.4%;BRK.B:13.6%;AMZN:22.7% | US:66.1;EU:11.9;APAC:7.6;EM:10.8;Other:3.6 | Value:+0.5;Growth:-1.0;Quality:+0.6;Size:+0.2;Momentum:-0.6;LowVol:+0.6 | MaxPos5% | 5 | 25 | 6.2 | hard 12% | 263 | 33.5 | Sideways | 19.5 | 4.19 | 3.2 | 121 | 45 | 83 | 52 | false | Rebalance | Shift +1% to bonds from equity | 5 | -31 | BrokerD | LMT | 98 | null | null | Normal monitoring | 39 | -32 | -1 | 4 | false | Monitor dispersion and breadth |
P7587 | Hands-off | 401k | USD | 2024-10-05 | 359,920 | 30,135 | 329,785 | 1 | 64.8 | 25.6 | 0 | 9.7 | QQQ:20.7%;HYG:18.8%;XLF:23.5%;TSLA:13.3%;AAPL:23.5% | US:68.1;EU:6.5;APAC:16.8;EM:6.1;Other:2.5 | Value:+0.2;Growth:-0.8;Quality:-0.1;Size:+0.8;Momentum:0.0;LowVol:-0.4 | NoDerivatives | 5 | 25 | 3.2 | trailing 10% | 148 | 17.3 | Volatile | 31.1 | 3.52 | 4 | 137 | 46 | 59 | 83 | true | Rebalance | Rebalance back to target bands | 29 | -21 | BrokerB | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 28 | -34 | 72 | 3 | false | Increase defensive factor exposure |
P7588 | Cautious | IRA | USD | 2024-08-04 | 220,482 | 32,877 | 187,605 | 1 | 48.4 | 37.4 | 0 | 14.2 | GLD:24.2%;AAPL:14.8%;HYG:24.2%;TLT:12.6%;IEF:24.2% | US:65.7;EU:17.9;APAC:7.8;EM:6.0;Other:2.6 | Value:+0.9;Growth:-0.4;Quality:+0.1;Size:-0.7;Momentum:+0.2;LowVol:-1.0 | NoMargin | 5 | 25 | 5 | trailing 8% | 97 | 16.1 | Bull | 17.8 | 4.67 | 3.3 | 95 | 100 | 100 | 50 | false | Rebalance | Shift +1% to bonds from equity | 5 | -19 | BrokerA | MKT | 98 | null | null | Normal monitoring | 78 | -44 | 143 | 3 | false | Tax-aware sells next window |
P7589 | Opportunistic | IRA | USD | 2025-05-17 | 1,251,743 | 66,969 | 1,184,774 | 1.18 | 64.5 | 11.6 | 15.4 | 8.5 | VOO:7.4%;BRK.B:21.8%;IEF:21.8%;QQQ:12.1%;VTI:15.7%;AAPL:21.2% | US:71.2;EU:6.4;APAC:13.1;EM:5.2;Other:4.1 | Value:+0.1;Growth:-0.3;Quality:+0.7;Size:+0.3;Momentum:-0.3;LowVol:+0.5 | MaxPos5% | 5 | 25 | 6.2 | hard 12% | 207 | 34 | Volatile | 27 | 4.25 | 4.4 | 160 | -24 | 30 | 75 | true | Hedge | Buy index puts 1% notional | -15 | -35 | BrokerD | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | 105 | 8 | 236 | 4 | false | Tax-aware sells next window |
P7590 | Systematic | Taxable | USD | 2024-11-22 | 554,707 | 52,306 | 502,401 | 1 | 57 | 34.8 | 1.5 | 6.6 | QQQ:22.5%;VTI:10.2%;BND:23.0%;VNQ:23.0%;MSFT:21.4% | US:62.8;EU:15.9;APAC:11.2;EM:9.1;Other:1.0 | Value:0.0;Growth:+0.6;Quality:-0.9;Size:-0.9;Momentum:-0.3;LowVol:+0.3 | null | 6 | 30 | 5 | hard 12% | 130 | 21.2 | Bull | 15.9 | 4.3 | 2.5 | 75 | 101 | 98 | 55 | false | Buy | Add to core equity +1% | 15 | -37 | BrokerB | MKT | 100 | null | null | Normal monitoring | 8 | -48 | -9 | 4 | false | Tax-aware sells next window |
P7591 | Active | IRA | USD | 2024-10-24 | 1,033,585 | 88,136 | 945,449 | 1 | 59 | 19.1 | 16.6 | 5.3 | TSLA:25.0%;BND:25.0%;VNQ:25.0%;QQQ:25.0% | US:55.9;EU:18.1;APAC:8.4;EM:13.0;Other:4.6 | Value:-0.7;Growth:+0.3;Quality:-0.1;Size:+0.9;Momentum:-0.6;LowVol:+0.8 | NoDerivatives | 5 | 30 | 5.6 | hard 12% | 190 | 23.7 | Bull | 16.7 | 4.87 | 3.1 | 106 | 43 | 56 | 58 | false | Rebalance | Shift +1% to bonds from equity | -4 | -31 | BrokerB | MKT | 87 | null | null | Normal monitoring | 112 | -54 | 142 | 3 | false | Tax-aware sells next window |
P7592 | Active | 401k | USD | 2025-06-28 | 1,628,170 | 160,086 | 1,468,084 | 1.11 | 63.1 | 19.3 | 10 | 7.6 | MSFT:20.8%;TSLA:11.2%;XLF:18.7%;AMZN:12.8%;MUB:15.8%;VNQ:20.8% | US:59.3;EU:10.0;APAC:14.8;EM:12.9;Other:3.0 | Value:-0.7;Growth:-0.2;Quality:+0.7;Size:-0.1;Momentum:-0.7;LowVol:-0.6 | null | 7 | 35 | 6 | trailing 9% | 152 | 25.2 | Bull | 13.5 | 3.68 | 2.5 | 93 | 58 | 65 | 46 | false | Rebalance | Shift +1% to bonds from equity | -9 | 15 | BrokerC | VWAP | 97 | null | null | Normal monitoring | -42 | -39 | -81 | 3 | false | Monitor dispersion and breadth |
P7593 | Active | Taxable | USD | 2025-06-25 | 1,743,506 | 208,629 | 1,534,877 | 1 | 55.6 | 24.7 | 10.6 | 9 | MSFT:13.8%;VNQ:24.3%;AAPL:24.3%;VOO:13.4%;QQQ:24.3% | US:60.5;EU:13.4;APAC:13.7;EM:12.2;Other:0.2 | Value:-0.7;Growth:-0.3;Quality:+0.8;Size:+0.3;Momentum:-0.4;LowVol:+0.4 | null | 8 | 30 | 4.8 | trailing 8% | 159 | 20.4 | Sideways | 16.7 | 4.65 | 2.1 | 126 | 49 | 84 | 39 | false | Rebalance | Shift +1% to bonds from equity | -15 | -31 | BrokerD | LMT | 100 | null | null | Normal monitoring | 70 | -37 | 107 | 4 | false | Within IPS guidelines |
P7594 | Hands-off | Trust | USD | 2025-11-05 | 504,768 | 31,036 | 473,732 | 1 | 64.3 | 20.5 | 10 | 5.3 | IEF:18.9%;QQQ:21.5%;VTI:17.5%;GLD:21.5%;VNQ:20.5% | US:63.6;EU:15.8;APAC:6.8;EM:9.3;Other:4.5 | Value:-0.6;Growth:0.0;Quality:-1.0;Size:+0.4;Momentum:+0.5;LowVol:+0.6 | MaxPos7% | 5 | 35 | 5.6 | hard 10% | 147 | 17.9 | Sideways | 17.7 | 4.82 | 2.8 | 110 | -20 | 25 | 50 | false | Hedge | Add TLT +1% as duration hedge | 19 | 9 | BrokerC | MKT | 98 | null | null | Normal monitoring | 101 | 19 | 161 | 5 | false | Monitor dispersion and breadth |
P7595 | Cautious | Taxable | USD | 2024-11-23 | 292,820 | 28,475 | 264,345 | 1 | 53.6 | 32.8 | 2.1 | 11.6 | TLT:24.1%;BRK.B:8.5%;HYG:24.1%;MSFT:11.3%;GLD:7.8%;AAPL:24.1% | US:66.2;EU:11.8;APAC:11.0;EM:8.2;Other:2.8 | Value:-0.9;Growth:+0.6;Quality:-0.1;Size:+0.5;Momentum:-0.9;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 4.1 | hard 10% | 147 | 13.7 | Volatile | 22 | 4.93 | 2.7 | 130 | -8 | 40 | 61 | false | Sell | Trim extended winner -1% | 2 | 7 | BrokerB | MKT | 96 | null | null | Normal monitoring | -38 | -2 | 18 | 4 | false | Increase defensive factor exposure |
P7596 | Opportunistic | Taxable | USD | 2024-08-22 | 531,376 | 33,812 | 497,564 | 1 | 64.4 | 16.7 | 13.5 | 5.4 | HYG:20.5%;AAPL:13.6%;BND:10.8%;MSFT:16.6%;BRK.B:18.0%;AMZN:20.5% | US:60.2;EU:12.4;APAC:12.3;EM:11.8;Other:3.4 | Value:+1.0;Growth:-0.2;Quality:+0.6;Size:+0.7;Momentum:-0.7;LowVol:-0.9 | NoDerivatives | 7 | 25 | 5.8 | hard 12% | 181 | 30.5 | Volatile | 31.6 | 4.72 | 3.5 | 133 | 62 | 71 | 83 | true | Hedge | Buy index puts 1% notional | -1 | 14 | BrokerB | MKT | 93 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 93 | 2 | 146 | 5 | false | Tax-aware sells next window |
P7597 | Hands-off | 401k | USD | 2025-11-05 | 870,091 | 35,639 | 834,452 | 1 | 59.2 | 17.7 | 16 | 7.2 | VOO:33.3%;QQQ:33.3%;XLF:33.3% | US:75.8;EU:10.7;APAC:8.8;EM:4.6;Other:0.1 | Value:+0.8;Growth:+0.6;Quality:-0.0;Size:+0.2;Momentum:+0.2;LowVol:-0.9 | MaxPos6% | 8 | 35 | 5.2 | trailing 8% | 92 | 15.7 | Volatile | 20.9 | 4.19 | 3.5 | 142 | -32 | 47 | 57 | true | Reduce | Cut high-beta by 2-3%, add cash | 8 | -24 | BrokerC | LMT | 91 | VAR>budget | Hedge | Risk above budget threshold | -52 | -48 | 23 | 2 | false | Increase defensive factor exposure |
P7598 | Active | Taxable | USD | 2025-03-08 | 2,477,470 | 189,584 | 2,287,886 | 1 | 65.3 | 26.5 | 0 | 8.2 | QQQ:20.5%;TSLA:15.6%;BND:19.6%;IEF:11.0%;AMZN:17.0%;BRK.B:16.3% | US:55.0;EU:18.0;APAC:13.2;EM:9.8;Other:4.0 | Value:-0.6;Growth:-0.5;Quality:+0.7;Size:+0.8;Momentum:-0.1;LowVol:0.0 | MaxPos8%;NoDerivatives | 8 | 25 | 5.4 | trailing 9% | 210 | 18 | Volatile | 23.9 | 3.76 | 2.2 | 168 | -23 | 52 | 69 | false | Buy | Add to core equity +1% | -11 | -38 | BrokerD | LMT | 92 | null | null | Normal monitoring | 13 | -14 | 117 | 3 | false | Tax-aware sells next window |
P7599 | Cautious | 401k | USD | 2025-01-10 | 296,667 | 34,580 | 262,087 | 1 | 51.2 | 32.9 | 4.3 | 11.6 | GLD:25.8%;MUB:25.8%;AAPL:25.8%;VOO:22.5% | US:69.1;EU:12.6;APAC:5.1;EM:11.1;Other:2.1 | Value:-0.4;Growth:+0.6;Quality:-1.0;Size:-0.5;Momentum:-0.7;LowVol:-0.6 | NoMargin | 8 | 35 | 5.2 | hard 10% | 110 | 13.1 | Bear | 31.3 | 3.47 | 2.1 | 139 | -90 | 17 | 73 | true | Hedge | Buy index puts 1% notional | -7 | -14 | BrokerD | LMT | 99 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 120 | -17 | 140 | 5 | false | Increase defensive factor exposure |
P7600 | Active | Taxable | USD | 2025-11-02 | 708,735 | 66,687 | 642,048 | 1 | 50.7 | 24.6 | 17.1 | 7.7 | GLD:18.9%;AMZN:18.5%;BND:23.7%;VTI:23.7%;QQQ:15.1% | US:71.0;EU:9.0;APAC:9.3;EM:8.8;Other:1.9 | Value:-0.2;Growth:-0.1;Quality:-1.0;Size:-0.7;Momentum:-0.2;LowVol:-0.5 | MaxPos6% | 6 | 25 | 5.7 | hard 12% | 228 | 25.3 | Bull | 15.2 | 4.98 | 2.5 | 92 | 77 | 80 | 44 | false | Sell | Trim extended winner -1% | 2 | -27 | BrokerC | LMT | 95 | null | null | Normal monitoring | -37 | 12 | 55 | 4 | false | Monitor dispersion and breadth |
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