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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7701 | Active | IRA | USD | 2025-11-19 | 697,845 | 70,525 | 627,320 | 1 | 61.8 | 29 | 2.1 | 7.2 | VTI:21.7%;GLD:15.6%;AMZN:18.2%;MSFT:22.3%;QQQ:22.3% | US:72.7;EU:14.1;APAC:8.7;EM:3.2;Other:1.3 | Value:-0.9;Growth:+0.8;Quality:0.0;Size:-0.1;Momentum:-0.2;LowVol:+0.6 | MaxPos5% | 7 | 25 | 4.6 | trailing 8% | 143 | 19.8 | Bull | 16.1 | 4.56 | 3.5 | 105 | 28 | 63 | 55 | false | Hedge | Add TLT +1% as duration hedge | 10 | -12 | BrokerB | LMT | 93 | null | null | Normal monitoring | 119 | 3 | 115 | 3 | false | Monitor dispersion and breadth |
P7702 | Cautious | Roth | USD | 2024-11-01 | 378,854 | 35,820 | 343,034 | 1 | 38.3 | 43.8 | 4 | 13.8 | AAPL:20.7%;MUB:10.9%;HYG:17.4%;VNQ:16.3%;VTI:14.0%;IEF:20.7% | US:68.1;EU:7.3;APAC:17.1;EM:7.3;Other:0.1 | Value:-0.8;Growth:-0.4;Quality:-0.9;Size:-0.6;Momentum:-0.6;LowVol:-0.4 | ESGOnly;MaxPos8%;NoMargin | 5 | 25 | 5.7 | trailing 8% | 152 | 14 | Volatile | 22.7 | 3.61 | 2.5 | 129 | -20 | 50 | 54 | false | Buy | Add to core equity +1% | 5 | 14 | BrokerC | VWAP | 94 | null | null | Normal monitoring | -3 | -13 | 79 | 5 | false | Tighten stops on momentum names |
P7703 | Active | Taxable | USD | 2025-05-31 | 2,491,604 | 240,220 | 2,251,384 | 1 | 58.8 | 23.5 | 12 | 5.7 | MSFT:33.3%;IEF:33.3%;VOO:33.3% | US:62.3;EU:11.3;APAC:13.5;EM:8.8;Other:4.1 | Value:-0.9;Growth:+0.7;Quality:-0.4;Size:-0.4;Momentum:+0.4;LowVol:-0.2 | NoDerivatives | 5 | 35 | 5.5 | hard 12% | 201 | 20.9 | Bull | 15.6 | 4.32 | 2.3 | 118 | 73 | 89 | 46 | false | Sell | Trim extended winner -1% | 27 | -35 | BrokerA | MKT | 91 | null | null | Normal monitoring | 40 | -60 | 64 | 5 | false | Tighten stops on momentum names |
P7704 | Cautious | Trust | USD | 2025-09-11 | 629,281 | 62,282 | 566,999 | 1 | 42.7 | 41.8 | 0.7 | 14.8 | QQQ:24.9%;GLD:22.4%;IEF:24.9%;BRK.B:15.6%;TSLA:12.1% | US:63.7;EU:9.2;APAC:11.1;EM:11.6;Other:4.4 | Value:-0.5;Growth:+0.2;Quality:-0.6;Size:+0.7;Momentum:+0.3;LowVol:-0.8 | ESGOnly;MaxPos7%;NoMargin | 5 | 30 | 4.5 | trailing 8% | 107 | 18.5 | Bull | 12.3 | 3.6 | 3.1 | 106 | 62 | 82 | 34 | false | Buy | Add to core equity +1% | 11 | -1 | BrokerC | VWAP | 85 | null | null | Normal monitoring | 101 | -40 | 228 | 4 | false | Tighten stops on momentum names |
P7705 | Hands-off | IRA | USD | 2024-07-30 | 845,143 | 64,731 | 780,412 | 1 | 67.9 | 26.6 | 0.4 | 5.1 | IEF:15.8%;XLF:21.1%;MSFT:17.6%;TLT:9.3%;HYG:15.1%;BRK.B:21.1% | US:59.4;EU:18.4;APAC:10.9;EM:11.3;Other:0.1 | Value:+0.5;Growth:+0.3;Quality:+0.4;Size:-0.5;Momentum:+0.7;LowVol:-0.8 | MaxPos6% | 6 | 30 | 4.7 | hard 10% | 120 | 14.9 | Sideways | 17.8 | 4.9 | 3.5 | 135 | 58 | 66 | 54 | false | Buy | Add to core equity +1% | 14 | 11 | BrokerC | MKT | 100 | null | null | Normal monitoring | -1 | -34 | 119 | 3 | false | Within IPS guidelines |
P7706 | Hands-off | IRA | USD | 2024-08-22 | 868,307 | 56,240 | 812,067 | 1 | 59.7 | 28.3 | 4.6 | 7.4 | HYG:12.8%;VOO:23.7%;AAPL:23.7%;MSFT:16.0%;MUB:23.7% | US:71.7;EU:7.8;APAC:14.7;EM:3.1;Other:2.7 | Value:-0.0;Growth:-0.3;Quality:-0.9;Size:+0.3;Momentum:-0.5;LowVol:-0.4 | ESGOnly | 6 | 35 | 4.9 | hard 10% | 167 | 12.2 | Bear | 31.7 | 3.02 | 1.6 | 138 | -36 | 22 | 88 | true | Rebalance | Rebalance back to target bands | 4 | 14 | BrokerC | MKT | 90 | VAR>budget | Hedge | Risk above budget threshold | -42 | -48 | 76 | 4 | false | Increase defensive factor exposure |
P7707 | Systematic | Trust | USD | 2025-07-30 | 1,011,795 | 58,519 | 953,276 | 1 | 68.3 | 22.5 | 2 | 7.2 | AMZN:18.0%;VTI:30.9%;TSLA:30.9%;VNQ:20.2% | US:62.9;EU:16.5;APAC:11.7;EM:6.5;Other:2.3 | Value:+0.9;Growth:+0.1;Quality:-0.6;Size:-0.5;Momentum:-0.7;LowVol:+0.7 | MaxPos7%;NoDerivatives | 6 | 25 | 4.7 | trailing 8% | 178 | 22.7 | Sideways | 20.7 | 4.84 | 2.5 | 124 | 1 | 41 | 60 | false | Buy | Add to core equity +1% | 34 | -12 | BrokerC | LMT | 91 | null | null | Normal monitoring | -45 | -49 | -29 | 4 | false | Tax-aware sells next window |
P7708 | Hands-off | Trust | USD | 2025-03-04 | 162,070 | 13,212 | 148,858 | 1 | 59.4 | 25.3 | 7.2 | 8.1 | XLF:18.0%;MSFT:11.2%;TLT:20.0%;TSLA:18.0%;AMZN:17.5%;BND:15.3% | US:65.0;EU:18.6;APAC:6.9;EM:8.9;Other:0.7 | Value:-0.1;Growth:-0.3;Quality:+0.3;Size:-0.7;Momentum:-0.2;LowVol:-0.8 | null | 7 | 30 | 3.7 | hard 10% | 93 | 15.3 | Bull | 17.9 | 3.68 | 3.2 | 86 | 23 | 55 | 46 | false | Rebalance | Shift +1% to bonds from equity | -1 | -32 | BrokerA | LMT | 89 | null | null | Normal monitoring | -46 | 6 | -81 | 3 | false | Tax-aware sells next window |
P7709 | Systematic | 401k | USD | 2024-09-30 | 1,226,477 | 49,285 | 1,177,192 | 1 | 56.8 | 30.2 | 7.3 | 5.8 | BND:29.6%;MUB:35.2%;MSFT:35.2% | US:63.6;EU:10.7;APAC:15.8;EM:4.2;Other:5.7 | Value:-1.0;Growth:-0.9;Quality:-0.9;Size:+0.5;Momentum:+0.4;LowVol:+0.6 | MaxPos8% | 7 | 25 | 5 | trailing 9% | 202 | 16.9 | Bull | 12 | 4.65 | 2.3 | 74 | 29 | 73 | 30 | false | Rebalance | Shift +1% to bonds from equity | -10 | -22 | BrokerC | MKT | 93 | null | null | Normal monitoring | 3 | -38 | 75 | 4 | false | Tax-aware sells next window |
P7710 | Systematic | Taxable | USD | 2025-09-08 | 433,502 | 18,662 | 414,840 | 1 | 60 | 32.6 | 0 | 7.4 | IEF:17.1%;VOO:17.9%;MSFT:20.4%;TLT:15.1%;GLD:19.3%;XLF:10.3% | US:65.4;EU:12.1;APAC:11.2;EM:8.5;Other:2.8 | Value:-1.0;Growth:-0.2;Quality:-0.6;Size:+0.5;Momentum:-0.5;LowVol:+0.3 | MaxPos8% | 6 | 25 | 5.2 | trailing 8% | 147 | 20 | Volatile | 26 | 3.66 | 2.5 | 116 | -4 | 59 | 76 | true | Hedge | Buy index puts 1% notional | 8 | -2 | BrokerA | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 23 | -26 | 110 | 2 | false | Tighten stops on momentum names |
P7711 | Cautious | 401k | USD | 2024-11-01 | 246,854 | 29,668 | 217,186 | 1 | 48.7 | 41.2 | 0 | 10.1 | TLT:23.9%;MUB:23.9%;MSFT:15.2%;XLF:20.9%;VNQ:16.0% | US:61.6;EU:18.0;APAC:10.2;EM:9.9;Other:0.3 | Value:0.0;Growth:+0.3;Quality:-0.6;Size:0.0;Momentum:+0.2;LowVol:-0.6 | ESGOnly;MaxPos5%;NoMargin | 7 | 25 | 3 | trailing 8% | 126 | 18.9 | Volatile | 20.4 | 4.81 | 3.7 | 171 | 75 | 84 | 50 | true | Reduce | Cut high-beta by 2-3%, add cash | 24 | -2 | BrokerD | VWAP | 99 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 110 | -44 | 90 | 3 | false | Tax-aware sells next window |
P7712 | Opportunistic | IRA | USD | 2025-12-26 | 1,490,899 | 88,925 | 1,401,974 | 1 | 63.8 | 11.9 | 19.7 | 4.7 | QQQ:20.7%;VOO:20.8%;VTI:15.4%;HYG:21.6%;BRK.B:21.6% | US:67.4;EU:16.4;APAC:8.7;EM:3.4;Other:4.1 | Value:+0.5;Growth:0.0;Quality:+0.3;Size:-0.8;Momentum:-0.4;LowVol:+0.7 | MaxPos5% | 7 | 25 | 6.9 | trailing 9% | 188 | 32.6 | Sideways | 16.6 | 4.69 | 2.1 | 93 | 53 | 73 | 60 | false | Buy | Add to core equity +1% | -12 | 13 | BrokerA | MKT | 94 | null | null | Normal monitoring | 50 | -1 | 23 | 5 | false | Tighten stops on momentum names |
P7713 | Hands-off | IRA | USD | 2025-08-16 | 173,008 | 12,382 | 160,626 | 1 | 70.7 | 21.5 | 2.4 | 5.4 | GLD:22.6%;VNQ:21.5%;AAPL:10.7%;MSFT:22.6%;XLF:22.6% | US:73.5;EU:6.0;APAC:15.1;EM:5.2;Other:0.3 | Value:-0.6;Growth:+0.4;Quality:-0.7;Size:+0.5;Momentum:-0.9;LowVol:+0.5 | NoDerivatives | 10 | 25 | 4.1 | trailing 10% | 137 | 12.4 | Bull | 15.9 | 4.56 | 2.7 | 99 | 106 | 94 | 58 | false | NoAction | Within bands; monitor | 0 | -26 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 37 | -35 | 93 | 3 | false | Monitor dispersion and breadth |
P7714 | Opportunistic | Roth | USD | 2025-09-17 | 1,397,900 | 113,162 | 1,284,738 | 1 | 69.1 | 20.1 | 4.2 | 6.7 | GLD:11.2%;VNQ:23.2%;BRK.B:23.2%;VTI:22.4%;QQQ:20.1% | US:68.6;EU:15.4;APAC:9.5;EM:3.2;Other:3.2 | Value:-0.2;Growth:-0.3;Quality:-0.5;Size:+0.4;Momentum:-0.8;LowVol:+0.5 | MaxPos5%;NoDerivatives | 5 | 35 | 4.9 | hard 12% | 224 | 25.5 | Sideways | 18.4 | 3.75 | 3.1 | 93 | 59 | 69 | 62 | true | Rebalance | Rebalance back to target bands | 1 | -13 | BrokerD | MKT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -31 | -51 | 57 | 4 | false | Increase defensive factor exposure |
P7715 | Systematic | Taxable | USD | 2024-10-24 | 1,473,107 | 74,054 | 1,399,053 | 1 | 61.9 | 25.5 | 5.8 | 6.7 | MSFT:33.3%;VTI:33.3%;IEF:33.3% | US:68.3;EU:14.4;APAC:6.0;EM:9.0;Other:2.4 | Value:-0.8;Growth:-0.4;Quality:0.0;Size:-1.0;Momentum:-0.4;LowVol:+0.2 | NoDerivatives | 5 | 25 | 4.2 | hard 12% | 211 | 17.9 | Bull | 12.5 | 4.31 | 2.3 | 83 | 9 | 39 | 41 | false | Sell | Trim extended winner -1% | 22 | 4 | BrokerB | LMT | 86 | null | null | Normal monitoring | 72 | 3 | 57 | 5 | false | Tax-aware sells next window |
P7716 | Active | IRA | USD | 2025-09-28 | 1,779,847 | 190,817 | 1,589,030 | 1.06 | 62.8 | 22.8 | 9.2 | 5.3 | MUB:33.3%;AMZN:33.3%;TLT:33.3% | US:69.7;EU:6.8;APAC:7.4;EM:11.3;Other:4.8 | Value:-0.4;Growth:+0.2;Quality:-0.4;Size:+0.6;Momentum:-0.2;LowVol:-0.1 | MaxPos6%;NoDerivatives | 6 | 25 | 5.9 | trailing 9% | 168 | 17.2 | Sideways | 20.6 | 3.96 | 3 | 98 | 51 | 82 | 52 | false | Rebalance | Shift +1% to bonds from equity | 13 | 12 | BrokerC | MKT | 100 | null | null | Normal monitoring | -48 | -35 | -82 | 5 | false | Within IPS guidelines |
P7717 | Cautious | Trust | USD | 2025-12-18 | 251,620 | 34,714 | 216,906 | 1 | 42 | 33.5 | 13.7 | 10.7 | GLD:33.3%;AMZN:33.3%;VTI:33.3% | US:55.6;EU:18.9;APAC:11.6;EM:9.6;Other:4.3 | Value:-0.6;Growth:-0.8;Quality:-0.1;Size:-0.9;Momentum:-0.8;LowVol:+0.7 | ESGOnly;NoMargin | 6 | 25 | 3 | hard 10% | 152 | 15.1 | Bull | 17.5 | 4.18 | 3.3 | 107 | 116 | 96 | 45 | false | NoAction | Within bands; monitor | 34 | -11 | BrokerD | LMT | 92 | null | null | Normal monitoring | -52 | -28 | -27 | 5 | false | Monitor dispersion and breadth |
P7718 | Hands-off | Roth | USD | 2025-08-15 | 404,147 | 28,103 | 376,044 | 1 | 69.8 | 20.9 | 0 | 9.3 | VTI:10.6%;MSFT:25.3%;MUB:25.3%;VOO:25.3%;XLF:13.5% | US:59.4;EU:15.1;APAC:12.1;EM:10.3;Other:3.1 | Value:-0.5;Growth:-0.9;Quality:+1.0;Size:-0.9;Momentum:-0.9;LowVol:-0.8 | ESGOnly | 8 | 25 | 5.9 | trailing 8% | 158 | 16.4 | Bear | 27.5 | 4.44 | 1.7 | 201 | -119 | 5 | 74 | true | Hedge | Buy index puts 1% notional | 35 | -33 | BrokerB | VWAP | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 74 | -56 | 70 | 5 | false | Monitor dispersion and breadth |
P7719 | Cautious | IRA | USD | 2024-09-08 | 838,163 | 94,835 | 743,328 | 1 | 50.2 | 35.2 | 0 | 14.5 | AMZN:33.3%;VNQ:33.3%;XLF:33.3% | US:65.2;EU:10.8;APAC:10.1;EM:11.0;Other:2.9 | Value:-0.1;Growth:-0.1;Quality:+0.1;Size:-0.5;Momentum:+0.9;LowVol:-0.8 | NoDerivatives;NoMargin | 7 | 30 | 5.1 | trailing 8% | 146 | 19.9 | Bear | 29.4 | 3.83 | 1.8 | 163 | -37 | 40 | 75 | true | Hedge | Buy index puts 1% notional | 6 | -9 | BrokerC | VWAP | 87 | VAR>budget | Reduce | Risk above budget threshold | -53 | -32 | 20 | 2 | false | Within IPS guidelines |
P7720 | Cautious | Taxable | USD | 2024-12-07 | 368,080 | 32,683 | 335,397 | 1 | 40.5 | 30.1 | 14.6 | 14.7 | TLT:13.8%;XLF:22.5%;GLD:8.8%;MSFT:9.9%;VNQ:22.5%;HYG:22.5% | US:64.0;EU:16.4;APAC:6.2;EM:10.2;Other:3.2 | Value:+0.3;Growth:-0.6;Quality:+0.7;Size:+0.9;Momentum:-0.0;LowVol:-0.0 | ESGOnly;NoDerivatives;NoMargin | 8 | 30 | 5.8 | trailing 8% | 90 | 17.6 | Sideways | 19 | 3.85 | 2.7 | 107 | -25 | 26 | 50 | false | Buy | Add to core equity +1% | 17 | 10 | BrokerB | MKT | 93 | null | null | Normal monitoring | 81 | 8 | 60 | 3 | false | Increase defensive factor exposure |
P7721 | Cautious | Roth | USD | 2024-12-06 | 307,891 | 25,181 | 282,710 | 1 | 41.6 | 39.6 | 7.4 | 11.3 | BND:25.0%;GLD:29.4%;VTI:16.3%;IEF:29.4% | US:67.8;EU:13.3;APAC:9.8;EM:8.6;Other:0.5 | Value:+0.7;Growth:+0.7;Quality:+0.7;Size:+0.8;Momentum:-0.7;LowVol:+0.3 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 5 | 35 | 5 | hard 10% | 159 | 17.4 | Bear | 28.7 | 3.47 | 2.4 | 215 | -51 | 33 | 53 | false | Buy | Add to core equity +1% | -8 | 8 | BrokerB | LMT | 94 | null | null | Normal monitoring | 108 | 19 | 104 | 5 | false | Tighten stops on momentum names |
P7722 | Cautious | 401k | USD | 2024-09-06 | 250,983 | 27,060 | 223,923 | 1 | 42.6 | 38.8 | 6 | 12.7 | IEF:33.3%;TLT:33.3%;AMZN:33.3% | US:62.0;EU:17.9;APAC:6.7;EM:8.5;Other:4.9 | Value:+0.2;Growth:+0.1;Quality:-0.5;Size:0.0;Momentum:+0.1;LowVol:-0.3 | ESGOnly;NoMargin | 10 | 30 | 4.8 | hard 10% | 151 | 17.6 | Sideways | 20.9 | 4.08 | 3.3 | 90 | -18 | 56 | 40 | false | Rebalance | Shift +1% to bonds from equity | 34 | 14 | BrokerD | LMT | 93 | null | null | Normal monitoring | 20 | -37 | 79 | 5 | false | Increase defensive factor exposure |
P7723 | Hands-off | Roth | USD | 2025-11-04 | 582,309 | 54,037 | 528,272 | 1 | 58.6 | 17.2 | 15.7 | 8.5 | AAPL:23.4%;TLT:16.4%;VTI:23.4%;XLF:23.4%;VOO:13.2% | US:64.7;EU:14.5;APAC:11.8;EM:6.7;Other:2.2 | Value:-0.9;Growth:+0.5;Quality:-0.7;Size:-0.7;Momentum:-0.3;LowVol:+0.2 | ESGOnly | 6 | 30 | 4.5 | trailing 8% | 146 | 18.5 | Bull | 12.2 | 4.24 | 2.7 | 99 | 32 | 64 | 47 | false | Rebalance | Shift +1% to bonds from equity | 23 | -4 | BrokerA | LMT | 100 | null | null | Normal monitoring | 71 | -57 | 94 | 5 | false | Tighten stops on momentum names |
P7724 | Hands-off | Taxable | USD | 2025-08-13 | 698,151 | 34,442 | 663,709 | 1 | 64 | 27.2 | 0 | 8.7 | MSFT:20.2%;IEF:23.9%;TSLA:11.3%;XLF:23.9%;VNQ:20.7% | US:66.4;EU:13.3;APAC:6.5;EM:12.2;Other:1.6 | Value:-0.7;Growth:-0.8;Quality:+0.1;Size:+0.6;Momentum:-0.5;LowVol:-0.0 | ESGOnly;MaxPos7%;NoDerivatives | 8 | 30 | 3.2 | hard 10% | 170 | 19.5 | Sideways | 21.5 | 4.6 | 3.4 | 118 | -11 | 50 | 51 | false | Hedge | Add TLT +1% as duration hedge | 13 | 14 | BrokerB | VWAP | 96 | null | null | Normal monitoring | 105 | -56 | 174 | 4 | false | Increase defensive factor exposure |
P7725 | Cautious | Roth | USD | 2025-05-17 | 773,457 | 103,650 | 669,807 | 1 | 41.5 | 35.5 | 12.5 | 10.5 | VOO:25.0%;MUB:25.0%;VNQ:25.0%;HYG:25.0% | US:69.9;EU:9.4;APAC:9.5;EM:7.4;Other:3.8 | Value:-0.6;Growth:-0.7;Quality:-0.2;Size:-0.5;Momentum:-1.0;LowVol:-0.9 | MaxPos7%;NoMargin | 5 | 25 | 3.4 | trailing 10% | 132 | 18.8 | Bull | 17.1 | 4.49 | 3 | 91 | 91 | 100 | 46 | false | Rebalance | Shift +1% to bonds from equity | 26 | -1 | BrokerB | VWAP | 98 | null | null | Normal monitoring | -55 | 20 | 68 | 3 | false | Tax-aware sells next window |
P7726 | Opportunistic | Taxable | USD | 2025-10-17 | 1,009,278 | 48,891 | 960,387 | 1 | 66.6 | 14.8 | 9.8 | 8.8 | BRK.B:20.4%;XLF:22.1%;AAPL:22.1%;VOO:16.3%;QQQ:19.0% | US:74.7;EU:5.6;APAC:8.3;EM:9.8;Other:1.5 | Value:-0.8;Growth:-0.1;Quality:+0.9;Size:+0.3;Momentum:+0.9;LowVol:-0.9 | null | 7 | 30 | 4.1 | hard 12% | 221 | 28 | Bear | 33.2 | 4.1 | 1.3 | 195 | -17 | 32 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -14 | BrokerC | VWAP | 100 | VAR>budget | Reduce | Risk above budget threshold | -26 | -5 | 64 | 2 | false | Within IPS guidelines |
P7727 | Hands-off | Trust | USD | 2024-09-08 | 230,157 | 12,035 | 218,122 | 1 | 71.5 | 23.2 | 0 | 5.2 | VNQ:33.3%;TLT:33.3%;MUB:33.3% | US:73.0;EU:7.3;APAC:13.2;EM:6.5;Other:0.0 | Value:+0.3;Growth:+0.1;Quality:+0.4;Size:-0.3;Momentum:+0.2;LowVol:-0.4 | null | 6 | 35 | 3.9 | hard 10% | 168 | 15.4 | Volatile | 27.3 | 4.23 | 2.6 | 180 | -2 | 46 | 74 | true | Hedge | Buy index puts 1% notional | -7 | -31 | BrokerB | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 53 | -33 | 169 | 3 | false | Within IPS guidelines |
P7728 | Cautious | Trust | USD | 2025-12-03 | 647,409 | 60,930 | 586,479 | 1 | 49.5 | 32.3 | 4.3 | 14 | QQQ:27.0%;XLF:19.0%;VTI:27.0%;VOO:27.0% | US:70.3;EU:10.9;APAC:8.6;EM:8.5;Other:1.7 | Value:-1.0;Growth:0.0;Quality:-0.8;Size:-0.7;Momentum:+1.0;LowVol:+0.5 | MaxPos6%;NoMargin | 7 | 35 | 3.5 | trailing 8% | 118 | 19.3 | Bull | 16.6 | 4.62 | 3.4 | 86 | 54 | 81 | 39 | false | Buy | Add to core equity +1% | -1 | -36 | BrokerD | MKT | 99 | null | null | Normal monitoring | 102 | -41 | 121 | 4 | false | Tax-aware sells next window |
P7729 | Hands-off | 401k | USD | 2025-11-02 | 519,961 | 42,174 | 477,787 | 1 | 55.3 | 26.7 | 12 | 6 | BRK.B:27.4%;IEF:27.4%;HYG:17.9%;QQQ:27.4% | US:68.1;EU:10.0;APAC:9.1;EM:8.4;Other:4.4 | Value:-0.1;Growth:+0.4;Quality:+0.5;Size:+0.3;Momentum:+0.5;LowVol:+0.1 | ESGOnly;MaxPos6%;NoDerivatives | 8 | 25 | 5.8 | hard 10% | 113 | 17.6 | Sideways | 17 | 4.45 | 3.5 | 97 | 20 | 67 | 57 | false | Sell | Trim extended winner -1% | -8 | -34 | BrokerB | LMT | 96 | null | null | Normal monitoring | -1 | 14 | 101 | 4 | false | Tighten stops on momentum names |
P7730 | Hands-off | 401k | USD | 2025-04-25 | 854,094 | 55,125 | 798,969 | 1 | 56.1 | 16.1 | 21.3 | 6.5 | VOO:14.5%;AAPL:22.5%;BND:16.6%;VNQ:13.1%;TSLA:22.5%;QQQ:10.7% | US:67.3;EU:14.5;APAC:12.3;EM:3.3;Other:2.5 | Value:-1.0;Growth:+0.4;Quality:-0.7;Size:+0.2;Momentum:-0.1;LowVol:+0.2 | ESGOnly | 5 | 25 | 5.2 | trailing 10% | 131 | 14.5 | Bear | 27.7 | 4.07 | 2.6 | 199 | -38 | 18 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 15 | -13 | BrokerB | VWAP | 89 | RegimeShift | Pause | Volatility spike and breadth deterioration | 66 | 14 | 92 | 3 | false | Monitor dispersion and breadth |
P7731 | Active | Roth | USD | 2025-07-28 | 841,646 | 89,905 | 751,741 | 1 | 53 | 23 | 14.5 | 9.6 | TLT:20.0%;VOO:26.7%;IEF:26.7%;TSLA:26.7% | US:67.5;EU:6.2;APAC:11.7;EM:10.1;Other:4.4 | Value:+0.4;Growth:-0.4;Quality:+0.2;Size:-0.6;Momentum:-0.6;LowVol:-0.7 | MaxPos7% | 5 | 35 | 4.3 | trailing 9% | 210 | 21.5 | Sideways | 17.8 | 4.95 | 2 | 131 | 23 | 67 | 48 | false | Hedge | Add TLT +1% as duration hedge | -13 | -18 | BrokerC | LMT | 86 | null | null | Normal monitoring | -9 | -56 | 102 | 3 | false | Monitor dispersion and breadth |
P7732 | Opportunistic | Roth | USD | 2024-08-14 | 1,738,098 | 139,371 | 1,598,727 | 1 | 72.8 | 16.6 | 2.6 | 8 | QQQ:17.8%;TLT:27.4%;XLF:27.4%;VTI:27.4% | US:68.8;EU:17.6;APAC:8.4;EM:5.0;Other:0.3 | Value:+0.5;Growth:+0.6;Quality:-0.3;Size:-0.8;Momentum:0.0;LowVol:-0.8 | null | 6 | 35 | 4.8 | hard 12% | 246 | 32.4 | Bear | 22.4 | 3.33 | 2.4 | 201 | 17 | 57 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | -12 | BrokerA | MKT | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 103 | -30 | 118 | 5 | false | Tighten stops on momentum names |
P7733 | Active | 401k | USD | 2025-10-10 | 711,486 | 56,348 | 655,138 | 1.1 | 51.9 | 20.8 | 18.1 | 9.2 | BND:28.2%;TLT:28.2%;VOO:28.2%;MSFT:15.5% | US:76.4;EU:6.7;APAC:11.4;EM:3.8;Other:1.7 | Value:-0.3;Growth:-0.5;Quality:+0.1;Size:-0.9;Momentum:+0.4;LowVol:+0.1 | MaxPos8%;NoDerivatives | 6 | 35 | 5.3 | trailing 8% | 212 | 27 | Sideways | 15.4 | 4.16 | 3.3 | 132 | 42 | 86 | 33 | false | Buy | Add to core equity +1% | -14 | -35 | BrokerD | MKT | 100 | null | null | Normal monitoring | 17 | -37 | -10 | 3 | false | Increase defensive factor exposure |
P7734 | Hands-off | IRA | USD | 2024-08-13 | 454,574 | 23,098 | 431,476 | 1 | 66 | 20.2 | 7.9 | 5.9 | TSLA:25.6%;QQQ:17.6%;VNQ:25.6%;AAPL:16.1%;BRK.B:15.2% | US:66.3;EU:10.8;APAC:11.5;EM:9.4;Other:2.0 | Value:+0.7;Growth:+0.2;Quality:+1.0;Size:+0.6;Momentum:-0.5;LowVol:-0.9 | ESGOnly | 10 | 35 | 3.4 | trailing 8% | 162 | 16.5 | Bull | 14.4 | 4.06 | 3.1 | 110 | 43 | 79 | 50 | false | Buy | Add to core equity +1% | 18 | -26 | BrokerD | VWAP | 93 | null | null | Normal monitoring | -60 | 15 | 69 | 5 | false | Tax-aware sells next window |
P7735 | Systematic | Trust | USD | 2025-11-12 | 1,809,948 | 81,136 | 1,728,812 | 1 | 64.3 | 30.8 | 0 | 4.9 | IEF:25.0%;MSFT:25.0%;GLD:25.0%;TLT:25.0% | US:59.4;EU:19.2;APAC:12.6;EM:4.8;Other:4.1 | Value:0.0;Growth:-0.8;Quality:+0.7;Size:-0.0;Momentum:-0.9;LowVol:+0.3 | null | 10 | 30 | 5.8 | trailing 9% | 152 | 17.1 | Sideways | 16.1 | 4.3 | 2 | 90 | 57 | 78 | 45 | false | Rebalance | Shift +1% to bonds from equity | -1 | -37 | BrokerA | MKT | 86 | null | null | Normal monitoring | 108 | -8 | 108 | 3 | false | Within IPS guidelines |
P7736 | Systematic | Trust | USD | 2025-07-06 | 1,294,920 | 94,595 | 1,200,325 | 1 | 61.8 | 25.5 | 3.9 | 8.8 | HYG:22.4%;AMZN:22.4%;VTI:18.1%;IEF:22.4%;GLD:14.8% | US:56.7;EU:16.6;APAC:13.0;EM:10.6;Other:3.1 | Value:-1.0;Growth:-0.9;Quality:+0.1;Size:+0.4;Momentum:-0.7;LowVol:-0.6 | null | 6 | 30 | 4.8 | trailing 8% | 145 | 26 | Volatile | 30.9 | 4.46 | 2 | 169 | -33 | 41 | 78 | true | Hedge | Buy index puts 1% notional | 20 | -18 | BrokerB | LMT | 90 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -1 | -57 | -11 | 3 | false | Tighten stops on momentum names |
P7737 | Active | Roth | USD | 2025-07-19 | 2,381,333 | 153,967 | 2,227,366 | 1 | 52.7 | 26.1 | 12.6 | 8.6 | BRK.B:22.4%;BND:9.8%;TLT:22.4%;HYG:22.4%;VNQ:10.0%;XLF:13.1% | US:56.9;EU:19.1;APAC:15.7;EM:5.7;Other:2.6 | Value:+0.6;Growth:-0.6;Quality:+0.7;Size:+0.1;Momentum:-0.4;LowVol:-0.2 | null | 6 | 25 | 5.5 | trailing 8% | 192 | 18.6 | Bull | 11.9 | 3.9 | 3 | 105 | 99 | 89 | 45 | false | Sell | Trim extended winner -1% | 21 | -26 | BrokerB | LMT | 98 | null | null | Normal monitoring | 68 | 17 | 28 | 5 | false | Monitor dispersion and breadth |
P7738 | Systematic | Trust | USD | 2024-12-12 | 1,823,678 | 85,232 | 1,738,446 | 1 | 65.8 | 28.9 | 0 | 5.3 | VNQ:24.3%;MSFT:21.2%;TSLA:24.3%;TLT:11.8%;AMZN:18.3% | US:67.8;EU:11.9;APAC:5.5;EM:11.6;Other:3.1 | Value:-0.4;Growth:+0.7;Quality:-0.9;Size:+1.0;Momentum:-0.5;LowVol:+0.8 | NoDerivatives | 8 | 30 | 4.2 | trailing 9% | 148 | 27.1 | Sideways | 15.6 | 4.18 | 2.1 | 123 | 30 | 61 | 57 | false | Rebalance | Shift +1% to bonds from equity | 33 | -3 | BrokerA | VWAP | 97 | null | null | Normal monitoring | -12 | -3 | -11 | 4 | false | Monitor dispersion and breadth |
P7739 | Hands-off | Taxable | USD | 2024-07-25 | 632,867 | 44,118 | 588,749 | 1 | 62.9 | 28.9 | 0 | 8.2 | TSLA:21.6%;IEF:21.6%;AAPL:12.4%;XLF:21.6%;MSFT:11.0%;MUB:11.8% | US:78.0;EU:6.6;APAC:5.3;EM:5.1;Other:4.9 | Value:-0.8;Growth:+0.9;Quality:-0.0;Size:-0.1;Momentum:+0.6;LowVol:-0.4 | ESGOnly | 10 | 35 | 5.3 | hard 10% | 98 | 13.4 | Volatile | 25.2 | 5.49 | 4.1 | 111 | 27 | 66 | 77 | true | Hedge | Buy index puts 1% notional | -12 | -4 | BrokerB | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 117 | 0 | 129 | 3 | false | Monitor dispersion and breadth |
P7740 | Systematic | Roth | USD | 2025-05-01 | 695,443 | 49,970 | 645,473 | 1 | 62.7 | 28.9 | 0 | 8.4 | IEF:27.1%;QQQ:27.1%;VNQ:18.7%;XLF:27.1% | US:71.9;EU:8.8;APAC:11.2;EM:4.7;Other:3.4 | Value:+0.3;Growth:-1.0;Quality:-0.8;Size:-0.6;Momentum:+0.3;LowVol:+0.7 | null | 8 | 25 | 5.5 | trailing 8% | 151 | 16 | Sideways | 20.1 | 3.65 | 2.2 | 96 | 46 | 82 | 51 | false | Sell | Trim extended winner -1% | 35 | -9 | BrokerC | LMT | 90 | null | null | Normal monitoring | -33 | -45 | 75 | 5 | false | Within IPS guidelines |
P7741 | Cautious | Roth | USD | 2025-04-21 | 496,912 | 44,037 | 452,875 | 1 | 39.1 | 31.7 | 16.9 | 12.3 | MSFT:27.1%;QQQ:27.1%;IEF:18.6%;VOO:27.1% | US:73.4;EU:13.2;APAC:6.6;EM:3.4;Other:3.4 | Value:+0.7;Growth:-0.5;Quality:-0.1;Size:+0.7;Momentum:+0.1;LowVol:-0.1 | ESGOnly;NoMargin | 8 | 30 | 4.7 | trailing 8% | 167 | 14.2 | Volatile | 20.7 | 4.92 | 3.7 | 150 | -49 | 26 | 42 | false | Buy | Add to core equity +1% | 0 | -39 | BrokerC | LMT | 94 | null | null | Normal monitoring | 67 | -3 | 152 | 3 | false | Tighten stops on momentum names |
P7742 | Opportunistic | 401k | USD | 2024-12-20 | 929,280 | 58,109 | 871,171 | 1 | 77.7 | 13.8 | 0.3 | 8.2 | MUB:33.3%;QQQ:33.3%;AMZN:33.3% | US:75.6;EU:6.5;APAC:10.6;EM:3.7;Other:3.6 | Value:-0.7;Growth:-0.6;Quality:+0.3;Size:-0.2;Momentum:+0.7;LowVol:+0.5 | NoDerivatives | 5 | 30 | 4.9 | trailing 7% | 171 | 31.4 | Bull | 13 | 4.37 | 3 | 85 | 50 | 67 | 60 | true | Rebalance | Rebalance back to target bands | 9 | 14 | BrokerB | MKT | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 113 | -16 | 176 | 4 | false | Increase defensive factor exposure |
P7743 | Active | 401k | USD | 2024-10-14 | 593,754 | 40,246 | 553,508 | 1 | 60.2 | 25.9 | 8.7 | 5.2 | IEF:33.3%;QQQ:33.3%;GLD:33.3% | US:59.0;EU:9.1;APAC:15.8;EM:11.5;Other:4.6 | Value:-0.7;Growth:-0.0;Quality:-0.2;Size:+0.5;Momentum:+1.0;LowVol:+0.9 | null | 10 | 35 | 4.6 | hard 12% | 170 | 22.8 | Bull | 14.6 | 4.5 | 2.5 | 99 | 27 | 55 | 45 | false | NoAction | Within bands; monitor | 24 | 15 | BrokerD | MKT | 0 | null | null | Normal monitoring | -36 | -26 | 95 | 3 | false | Increase defensive factor exposure |
P7744 | Systematic | Taxable | USD | 2025-07-25 | 1,961,216 | 193,144 | 1,768,072 | 1 | 61.4 | 23 | 8.7 | 6.9 | BRK.B:25.7%;VTI:25.7%;MUB:22.8%;AMZN:25.7% | US:69.4;EU:9.0;APAC:14.6;EM:7.0;Other:0.0 | Value:-0.9;Growth:-0.4;Quality:-0.6;Size:-0.1;Momentum:-0.0;LowVol:-0.1 | NoDerivatives | 8 | 35 | 5.3 | trailing 8% | 197 | 26.4 | Bear | 32.8 | 3.89 | 1.4 | 172 | 27 | 60 | 89 | true | Hedge | Buy index puts 1% notional | -11 | -7 | BrokerD | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 6 | 3 | 31 | 3 | false | Within IPS guidelines |
P7745 | Cautious | IRA | USD | 2025-05-14 | 741,897 | 103,764 | 638,133 | 1 | 35 | 35.5 | 18.1 | 11.4 | VTI:19.2%;XLF:26.9%;BND:26.9%;VOO:26.9% | US:72.8;EU:8.8;APAC:5.3;EM:9.7;Other:3.5 | Value:-0.2;Growth:+0.8;Quality:+0.2;Size:+1.0;Momentum:-0.5;LowVol:+0.2 | MaxPos7%;NoMargin | 5 | 35 | 4.7 | hard 10% | 97 | 17.5 | Bull | 12.1 | 3.67 | 2.4 | 109 | 21 | 64 | 24 | false | Sell | Trim extended winner -1% | -3 | -6 | BrokerB | MKT | 93 | null | null | Normal monitoring | -59 | -28 | 32 | 5 | false | Monitor dispersion and breadth |
P7746 | Hands-off | 401k | USD | 2025-11-04 | 796,110 | 38,996 | 757,114 | 1 | 68.9 | 23.5 | 0 | 7.6 | TLT:30.3%;VOO:34.9%;GLD:34.9% | US:67.3;EU:16.1;APAC:9.2;EM:4.7;Other:2.6 | Value:-0.9;Growth:-0.7;Quality:-0.9;Size:-0.9;Momentum:-0.8;LowVol:+0.5 | ESGOnly;MaxPos6%;NoDerivatives | 8 | 35 | 5.7 | hard 10% | 144 | 18.7 | Bull | 11.3 | 4.93 | 2.1 | 112 | 109 | 100 | 41 | false | Buy | Add to core equity +1% | 9 | -24 | BrokerD | VWAP | 90 | null | null | Normal monitoring | -35 | 0 | 74 | 4 | false | Within IPS guidelines |
P7747 | Opportunistic | Trust | USD | 2024-09-04 | 539,384 | 46,165 | 493,219 | 1 | 66.2 | 21.7 | 4.9 | 7.3 | VOO:24.3%;TLT:25.2%;BND:25.2%;BRK.B:25.2% | US:63.2;EU:19.7;APAC:9.8;EM:7.3;Other:0.0 | Value:-0.5;Growth:-0.5;Quality:-0.1;Size:-0.5;Momentum:+0.6;LowVol:-0.5 | NoDerivatives | 10 | 30 | 4.9 | trailing 7% | 219 | 29 | Bear | 26.9 | 3.82 | 1.8 | 219 | -22 | 24 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 24 | -6 | BrokerB | VWAP | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -19 | 19 | 33 | 5 | false | Within IPS guidelines |
P7748 | Opportunistic | IRA | USD | 2024-09-05 | 1,410,797 | 100,408 | 1,310,389 | 1.17 | 76.4 | 17.3 | 0.6 | 5.6 | VNQ:22.8%;MUB:12.2%;AAPL:21.6%;TSLA:8.3%;TLT:12.3%;QQQ:22.8% | US:53.2;EU:21.0;APAC:12.0;EM:9.7;Other:4.1 | Value:+0.8;Growth:-0.7;Quality:-0.1;Size:+0.4;Momentum:+0.9;LowVol:+0.6 | MaxPos5% | 8 | 35 | 5.1 | hard 12% | 189 | 31 | Bull | 17.8 | 4.53 | 2.5 | 104 | 102 | 87 | 69 | false | Rebalance | Shift +1% to bonds from equity | 31 | -38 | BrokerC | MKT | 92 | null | null | Normal monitoring | 45 | -29 | 11 | 4 | false | Within IPS guidelines |
P7749 | Cautious | 401k | USD | 2024-09-09 | 319,189 | 49,891 | 269,298 | 1 | 42.1 | 30 | 16.8 | 11.1 | TSLA:16.1%;VOO:22.3%;AAPL:9.4%;VTI:22.3%;HYG:7.6%;IEF:22.3% | US:69.9;EU:6.4;APAC:9.6;EM:9.5;Other:4.6 | Value:-0.7;Growth:+0.6;Quality:+0.4;Size:-0.2;Momentum:+0.1;LowVol:+0.5 | NoDerivatives;NoMargin | 10 | 35 | 4.3 | trailing 8% | 146 | 16.7 | Volatile | 27.1 | 5.17 | 4.4 | 121 | 11 | 67 | 53 | false | Rebalance | Shift +1% to bonds from equity | 9 | -9 | BrokerA | LMT | 97 | null | null | Normal monitoring | 92 | -55 | 59 | 4 | false | Tighten stops on momentum names |
P7750 | Cautious | 401k | USD | 2025-07-01 | 561,001 | 79,984 | 481,017 | 1 | 40.1 | 40 | 4.4 | 15.5 | XLF:33.3%;HYG:33.3%;MSFT:33.3% | US:70.1;EU:13.4;APAC:5.5;EM:9.6;Other:1.4 | Value:+0.8;Growth:+0.5;Quality:-0.4;Size:-0.7;Momentum:-0.8;LowVol:-0.4 | ESGOnly;MaxPos6%;NoMargin | 7 | 30 | 5.2 | hard 10% | 116 | 19.6 | Bull | 11.2 | 3.93 | 3.2 | 93 | 85 | 100 | 19 | false | Sell | Trim extended winner -1% | -6 | -28 | BrokerA | LMT | 95 | null | null | Normal monitoring | 15 | 18 | 86 | 5 | false | Increase defensive factor exposure |
P7751 | Cautious | Taxable | USD | 2024-09-14 | 810,879 | 125,884 | 684,995 | 1 | 35.2 | 30.4 | 19.6 | 14.8 | MUB:16.7%;AMZN:13.4%;BND:18.2%;GLD:25.9%;IEF:25.9% | US:67.5;EU:7.2;APAC:15.4;EM:9.8;Other:0.1 | Value:+0.7;Growth:+0.9;Quality:-0.8;Size:+0.9;Momentum:-0.5;LowVol:-0.5 | ESGOnly;NoDerivatives;NoMargin | 10 | 25 | 5.6 | trailing 8% | 143 | 19.5 | Sideways | 20.5 | 3.93 | 3 | 129 | -29 | 39 | 41 | false | Rebalance | Shift +1% to bonds from equity | 8 | 8 | BrokerA | VWAP | 97 | null | null | Normal monitoring | -57 | -46 | 28 | 4 | false | Tax-aware sells next window |
P7752 | Active | Taxable | USD | 2025-07-09 | 2,157,620 | 215,566 | 1,942,054 | 1 | 60.4 | 32 | 2.1 | 5.6 | MSFT:8.0%;QQQ:15.3%;TSLA:21.6%;AMZN:21.6%;XLF:16.1%;AAPL:17.5% | US:57.3;EU:20.8;APAC:6.1;EM:10.4;Other:5.4 | Value:+0.1;Growth:-0.5;Quality:-0.6;Size:+0.8;Momentum:+0.5;LowVol:-0.2 | NoDerivatives | 10 | 30 | 5.1 | hard 12% | 212 | 27.2 | Bull | 15.9 | 4.85 | 2.1 | 93 | 49 | 69 | 38 | false | NoAction | Within bands; monitor | 14 | 2 | BrokerC | MKT | 0 | null | null | Normal monitoring | 1 | -33 | 25 | 5 | false | Within IPS guidelines |
P7753 | Systematic | Roth | USD | 2025-06-18 | 687,115 | 28,971 | 658,144 | 1 | 61.7 | 29.3 | 0 | 9 | TSLA:23.9%;HYG:27.9%;BND:27.9%;QQQ:20.4% | US:67.4;EU:16.5;APAC:7.4;EM:8.5;Other:0.2 | Value:-0.5;Growth:+0.3;Quality:+0.9;Size:+0.9;Momentum:-0.8;LowVol:-0.4 | MaxPos6% | 6 | 25 | 5.1 | trailing 8% | 143 | 18.8 | Volatile | 28.4 | 4.28 | 3.4 | 121 | -34 | 48 | 73 | true | Rebalance | Rebalance back to target bands | 4 | 9 | BrokerB | LMT | 90 | VAR>budget | Reduce | Risk above budget threshold | -12 | 0 | 31 | 3 | false | Tighten stops on momentum names |
P7754 | Systematic | Roth | USD | 2025-07-20 | 1,446,972 | 138,931 | 1,308,041 | 1 | 66.1 | 28.5 | 0.1 | 5.3 | TLT:33.3%;VNQ:33.3%;AAPL:33.3% | US:67.6;EU:16.5;APAC:9.0;EM:6.1;Other:0.8 | Value:-0.4;Growth:-0.7;Quality:+0.9;Size:-0.5;Momentum:+1.0;LowVol:-0.2 | null | 8 | 25 | 4.2 | trailing 8% | 215 | 25.4 | Bull | 17 | 4.79 | 2.9 | 87 | 41 | 84 | 58 | false | Buy | Add to core equity +1% | 34 | -2 | BrokerD | LMT | 94 | null | null | Normal monitoring | 21 | 16 | 31 | 4 | false | Increase defensive factor exposure |
P7755 | Opportunistic | Trust | USD | 2024-12-04 | 1,237,680 | 84,019 | 1,153,661 | 1 | 75.3 | 12.8 | 6 | 5.8 | AMZN:23.2%;BRK.B:21.6%;QQQ:14.1%;MUB:17.3%;GLD:23.8% | US:65.2;EU:9.9;APAC:12.9;EM:8.7;Other:3.3 | Value:0.0;Growth:+0.7;Quality:-0.7;Size:+0.2;Momentum:-0.8;LowVol:-0.8 | NoDerivatives | 5 | 25 | 7 | trailing 7% | 236 | 25.1 | Sideways | 15 | 4.68 | 3.2 | 120 | 45 | 79 | 58 | false | Rebalance | Shift +1% to bonds from equity | 18 | 15 | BrokerA | LMT | 94 | null | null | Normal monitoring | 87 | -34 | 103 | 3 | false | Monitor dispersion and breadth |
P7756 | Systematic | Taxable | USD | 2025-07-17 | 1,377,795 | 92,052 | 1,285,743 | 1 | 62.2 | 31.4 | 0 | 6.4 | AMZN:14.6%;XLF:24.9%;MSFT:24.9%;BND:10.9%;MUB:24.9% | US:65.5;EU:8.7;APAC:9.2;EM:12.2;Other:4.4 | Value:+1.0;Growth:-0.5;Quality:0.0;Size:+0.1;Momentum:+0.5;LowVol:-0.4 | null | 10 | 35 | 4.9 | trailing 8% | 207 | 27 | Bear | 22.7 | 3.59 | 2.9 | 211 | -79 | 23 | 61 | false | Buy | Add to core equity +1% | 16 | 14 | BrokerA | MKT | 90 | null | null | Normal monitoring | 27 | 4 | 87 | 3 | false | Tighten stops on momentum names |
P7757 | Hands-off | 401k | USD | 2025-03-17 | 870,000 | 61,286 | 808,714 | 1 | 66.3 | 19.4 | 5.2 | 9.1 | MUB:21.0%;TSLA:21.0%;TLT:18.3%;GLD:18.8%;XLF:21.0% | US:68.5;EU:10.1;APAC:12.3;EM:8.7;Other:0.5 | Value:-1.0;Growth:+0.5;Quality:-0.5;Size:+0.9;Momentum:+0.4;LowVol:+0.8 | null | 6 | 25 | 4 | trailing 8% | 160 | 17.8 | Volatile | 21.3 | 4.3 | 3.1 | 138 | 10 | 44 | 65 | false | Rebalance | Shift +1% to bonds from equity | -8 | -1 | BrokerD | VWAP | 97 | null | null | Normal monitoring | 21 | -9 | 113 | 4 | false | Tighten stops on momentum names |
P7758 | Hands-off | 401k | USD | 2024-09-23 | 506,851 | 24,148 | 482,703 | 1 | 58.3 | 18.2 | 16.9 | 6.7 | VTI:25.8%;MSFT:25.8%;TLT:25.8%;AAPL:22.7% | US:64.0;EU:18.3;APAC:7.6;EM:8.8;Other:1.3 | Value:-0.4;Growth:+0.9;Quality:+0.6;Size:+0.4;Momentum:+0.8;LowVol:-0.4 | null | 6 | 35 | 4.6 | trailing 8% | 119 | 16.1 | Bull | 13.3 | 4.65 | 2 | 83 | 47 | 64 | 47 | false | Rebalance | Shift +1% to bonds from equity | 1 | -6 | BrokerD | MKT | 90 | null | null | Normal monitoring | -38 | -47 | 57 | 3 | false | Monitor dispersion and breadth |
P7759 | Opportunistic | Trust | USD | 2024-12-04 | 1,396,817 | 91,075 | 1,305,742 | 1.1 | 69.6 | 21.5 | 0.1 | 8.8 | VNQ:28.5%;MSFT:14.4%;GLD:28.5%;VOO:28.5% | US:70.2;EU:7.0;APAC:14.3;EM:6.0;Other:2.5 | Value:-0.8;Growth:0.0;Quality:-0.6;Size:+0.6;Momentum:-0.1;LowVol:-0.7 | MaxPos5% | 8 | 30 | 4.1 | hard 12% | 242 | 23.7 | Bear | 23.3 | 3.83 | 2.5 | 207 | -82 | 5 | 78 | true | Hedge | Buy index puts 1% notional | 19 | -3 | BrokerB | LMT | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 56 | 3 | 49 | 4 | false | Within IPS guidelines |
P7760 | Systematic | Taxable | USD | 2024-12-12 | 1,652,138 | 153,368 | 1,498,770 | 1 | 61.2 | 23 | 8.5 | 7.2 | VTI:25.5%;XLF:23.6%;HYG:25.5%;BRK.B:25.5% | US:73.9;EU:11.6;APAC:9.8;EM:4.6;Other:0.1 | Value:+0.2;Growth:+0.5;Quality:+0.6;Size:+0.7;Momentum:+0.5;LowVol:-1.0 | null | 10 | 35 | 4.2 | hard 12% | 172 | 24.8 | Bear | 33.8 | 3.52 | 1.5 | 141 | 26 | 66 | 79 | true | Hedge | Buy index puts 1% notional | 8 | -36 | BrokerC | LMT | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 96 | -11 | 169 | 5 | false | Monitor dispersion and breadth |
P7761 | Opportunistic | Taxable | USD | 2025-10-21 | 830,741 | 47,649 | 783,092 | 1 | 70 | 15.8 | 8.3 | 5.8 | BND:13.4%;XLF:21.0%;GLD:21.0%;TLT:8.8%;VNQ:17.0%;BRK.B:18.8% | US:60.2;EU:16.8;APAC:8.4;EM:10.4;Other:4.1 | Value:+0.2;Growth:-0.1;Quality:+0.8;Size:-0.9;Momentum:-0.2;LowVol:+0.4 | null | 8 | 30 | 6.2 | hard 12% | 190 | 26.3 | Volatile | 22.8 | 5.15 | 3 | 154 | 80 | 79 | 60 | false | Sell | Trim extended winner -1% | -4 | 2 | BrokerC | VWAP | 98 | null | null | Normal monitoring | -16 | -10 | -7 | 5 | false | Tax-aware sells next window |
P7762 | Active | Taxable | USD | 2024-10-05 | 852,949 | 77,006 | 775,943 | 1 | 64.4 | 27 | 0.8 | 7.8 | BND:25.0%;MSFT:25.0%;VOO:25.0%;VNQ:25.0% | US:62.2;EU:19.5;APAC:6.5;EM:8.1;Other:3.8 | Value:-0.7;Growth:-0.8;Quality:-0.6;Size:-0.4;Momentum:-0.9;LowVol:-0.4 | NoDerivatives | 8 | 35 | 5.3 | hard 12% | 142 | 26 | Bull | 15.6 | 4.59 | 2.8 | 80 | 120 | 99 | 58 | false | Hedge | Add TLT +1% as duration hedge | -8 | -8 | BrokerB | LMT | 91 | null | null | Normal monitoring | 64 | -36 | 156 | 4 | false | Monitor dispersion and breadth |
P7763 | Opportunistic | 401k | USD | 2025-08-24 | 1,710,620 | 61,254 | 1,649,366 | 1.21 | 67.3 | 19.5 | 6.8 | 6.3 | AMZN:33.3%;VNQ:33.3%;XLF:33.3% | US:65.8;EU:16.5;APAC:6.4;EM:8.9;Other:2.4 | Value:-0.0;Growth:-0.5;Quality:+0.6;Size:+0.4;Momentum:+0.3;LowVol:+1.0 | null | 8 | 30 | 6.8 | hard 12% | 205 | 34.5 | Sideways | 16.4 | 4.02 | 2.8 | 125 | -4 | 36 | 54 | true | Hedge | Buy index puts 1% notional | 11 | -39 | BrokerA | MKT | 93 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -4 | -15 | 112 | 4 | false | Tighten stops on momentum names |
P7764 | Active | 401k | USD | 2024-08-05 | 1,300,118 | 99,888 | 1,200,230 | 1.06 | 66.3 | 20.9 | 7 | 5.8 | TLT:19.2%;XLF:13.7%;IEF:12.6%;BRK.B:20.7%;VTI:17.7%;VOO:16.2% | US:73.7;EU:10.8;APAC:7.5;EM:8.0;Other:0.0 | Value:+0.7;Growth:-0.6;Quality:-0.0;Size:-1.0;Momentum:-0.5;LowVol:+0.9 | null | 8 | 25 | 5.7 | hard 12% | 153 | 22.1 | Bull | 16.9 | 4.13 | 2.4 | 76 | 85 | 98 | 49 | false | Rebalance | Shift +1% to bonds from equity | 22 | -6 | BrokerB | LMT | 86 | null | null | Normal monitoring | 4 | -36 | 99 | 3 | false | Tighten stops on momentum names |
P7765 | Cautious | Trust | USD | 2024-10-28 | 519,311 | 66,189 | 453,122 | 1 | 47.7 | 41.7 | 0 | 10.6 | HYG:33.3%;MSFT:33.3%;VOO:33.3% | US:59.1;EU:17.7;APAC:10.9;EM:8.8;Other:3.4 | Value:-0.4;Growth:+0.5;Quality:+0.3;Size:-0.5;Momentum:-0.8;LowVol:-0.7 | ESGOnly;NoDerivatives;NoMargin | 8 | 30 | 3.5 | trailing 10% | 95 | 12.4 | Bull | 17.7 | 3.53 | 2.7 | 101 | 13 | 63 | 48 | false | Sell | Trim extended winner -1% | 28 | -34 | BrokerA | MKT | 95 | null | null | Normal monitoring | -9 | -31 | 115 | 4 | false | Tighten stops on momentum names |
P7766 | Opportunistic | 401k | USD | 2025-03-26 | 1,312,099 | 108,648 | 1,203,451 | 1.12 | 72.1 | 17.7 | 1.2 | 9 | TSLA:33.3%;BND:33.3%;VNQ:33.3% | US:65.2;EU:11.8;APAC:10.8;EM:8.9;Other:3.3 | Value:-0.5;Growth:0.0;Quality:0.0;Size:-0.2;Momentum:-0.4;LowVol:+0.6 | null | 7 | 25 | 5.7 | trailing 7% | 205 | 27.1 | Bull | 17.8 | 4.87 | 2.6 | 118 | 65 | 89 | 48 | false | Rebalance | Shift +1% to bonds from equity | -12 | -34 | BrokerD | MKT | 87 | null | null | Normal monitoring | 71 | -39 | 204 | 5 | false | Tax-aware sells next window |
P7767 | Cautious | Trust | USD | 2024-10-28 | 724,032 | 100,136 | 623,896 | 1 | 41.6 | 41.6 | 6.6 | 10.2 | AAPL:33.3%;TSLA:33.3%;VOO:33.3% | US:64.2;EU:21.6;APAC:5.9;EM:4.6;Other:3.7 | Value:+0.4;Growth:0.0;Quality:-0.6;Size:+0.9;Momentum:-0.8;LowVol:0.0 | NoMargin | 7 | 35 | 5.7 | trailing 8% | 118 | 16.8 | Bear | 27.5 | 3.11 | 1.6 | 209 | -23 | 36 | 67 | false | Rebalance | Shift +1% to bonds from equity | 34 | -8 | BrokerB | MKT | 86 | null | null | Normal monitoring | -24 | 20 | 9 | 5 | false | Within IPS guidelines |
P7768 | Hands-off | IRA | USD | 2024-10-19 | 703,851 | 46,503 | 657,348 | 1 | 68.7 | 21 | 0.8 | 9.5 | BRK.B:33.3%;BND:33.3%;VOO:33.3% | US:69.7;EU:15.3;APAC:5.7;EM:6.4;Other:2.9 | Value:+0.1;Growth:+0.7;Quality:+0.5;Size:-0.0;Momentum:-0.9;LowVol:-0.9 | ESGOnly;NoDerivatives | 7 | 25 | 4.9 | trailing 8% | 156 | 17.4 | Volatile | 28.1 | 5.37 | 2.3 | 136 | 71 | 77 | 75 | true | Hedge | Buy index puts 1% notional | -1 | -33 | BrokerA | LMT | 100 | VAR>budget | Reduce | Risk above budget threshold | 38 | -15 | 107 | 2 | false | Within IPS guidelines |
P7769 | Cautious | Trust | USD | 2024-07-11 | 869,954 | 76,664 | 793,290 | 1 | 46.3 | 38.9 | 0 | 14.8 | XLF:25.3%;IEF:25.3%;BND:24.1%;BRK.B:25.3% | US:65.5;EU:6.3;APAC:15.5;EM:10.0;Other:2.7 | Value:-1.0;Growth:-0.4;Quality:+0.3;Size:-0.0;Momentum:-0.1;LowVol:-0.8 | ESGOnly;MaxPos7%;NoMargin | 5 | 35 | 6 | trailing 10% | 131 | 13 | Bear | 34.7 | 3.25 | 1.6 | 171 | -30 | 41 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -11 | BrokerA | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | 57 | -27 | 47 | 4 | false | Tax-aware sells next window |
P7770 | Active | Roth | USD | 2024-12-30 | 1,635,706 | 106,410 | 1,529,296 | 1 | 54.7 | 19 | 16.7 | 9.6 | MSFT:25.0%;HYG:25.0%;IEF:25.0%;TLT:25.0% | US:69.3;EU:14.8;APAC:7.9;EM:4.4;Other:3.6 | Value:+0.9;Growth:+0.5;Quality:-0.1;Size:-0.3;Momentum:-0.5;LowVol:-0.8 | null | 7 | 25 | 5.9 | hard 12% | 132 | 25.3 | Bull | 12.7 | 3.94 | 2.7 | 108 | 20 | 67 | 47 | false | Rebalance | Shift +1% to bonds from equity | 16 | -18 | BrokerB | MKT | 86 | null | null | Normal monitoring | -25 | -29 | 72 | 5 | false | Increase defensive factor exposure |
P7771 | Systematic | IRA | USD | 2025-08-20 | 1,361,088 | 108,471 | 1,252,617 | 1 | 55.7 | 20.8 | 16.5 | 7.1 | TLT:33.3%;AAPL:33.3%;BND:33.3% | US:61.7;EU:12.9;APAC:15.2;EM:6.8;Other:3.4 | Value:+0.8;Growth:-0.6;Quality:-0.3;Size:+1.0;Momentum:+0.7;LowVol:+0.7 | MaxPos6% | 7 | 25 | 5.4 | trailing 9% | 151 | 19.1 | Bull | 15.4 | 4.07 | 2.9 | 104 | 17 | 44 | 43 | false | Rebalance | Shift +1% to bonds from equity | 27 | -25 | BrokerC | MKT | 94 | null | null | Normal monitoring | 118 | 16 | 82 | 4 | false | Tighten stops on momentum names |
P7772 | Hands-off | Trust | USD | 2025-02-03 | 454,284 | 30,706 | 423,578 | 1 | 66.8 | 26.1 | 0 | 7.1 | IEF:33.3%;XLF:33.3%;VTI:33.3% | US:69.2;EU:13.8;APAC:9.9;EM:4.7;Other:2.5 | Value:-0.6;Growth:-0.8;Quality:+0.7;Size:-0.6;Momentum:-0.4;LowVol:+0.2 | ESGOnly;NoDerivatives | 7 | 30 | 5.7 | trailing 10% | 146 | 19.2 | Bull | 16 | 3.69 | 2.7 | 105 | 95 | 88 | 56 | false | Sell | Trim extended winner -1% | 7 | -27 | BrokerB | MKT | 91 | null | null | Normal monitoring | 63 | 14 | 187 | 5 | false | Tax-aware sells next window |
P7773 | Hands-off | 401k | USD | 2025-02-01 | 189,030 | 9,946 | 179,084 | 1 | 60.7 | 23.9 | 7.9 | 7.5 | VOO:20.4%;GLD:27.9%;MSFT:27.9%;IEF:23.8% | US:73.5;EU:10.5;APAC:9.0;EM:4.7;Other:2.3 | Value:+0.7;Growth:-0.0;Quality:-0.6;Size:-0.3;Momentum:-0.9;LowVol:-0.1 | null | 8 | 25 | 4.4 | trailing 8% | 163 | 19.4 | Bull | 15.4 | 4.77 | 2.1 | 99 | 85 | 97 | 44 | false | Rebalance | Shift +1% to bonds from equity | -12 | -33 | BrokerC | MKT | 98 | null | null | Normal monitoring | -50 | -22 | -63 | 3 | false | Tighten stops on momentum names |
P7774 | Cautious | Roth | USD | 2024-09-01 | 752,272 | 84,562 | 667,710 | 1 | 53.4 | 33.2 | 0 | 13.5 | GLD:21.4%;AMZN:23.2%;AAPL:27.7%;VTI:27.7% | US:64.8;EU:15.8;APAC:7.2;EM:8.7;Other:3.4 | Value:-0.1;Growth:+0.9;Quality:+0.6;Size:-0.6;Momentum:-0.6;LowVol:+0.3 | NoMargin | 10 | 25 | 3.3 | hard 10% | 94 | 17.5 | Bull | 13.2 | 3.7 | 3.5 | 90 | 15 | 57 | 30 | false | Hedge | Add TLT +1% as duration hedge | 21 | -32 | BrokerD | MKT | 86 | null | null | Normal monitoring | 75 | -3 | 40 | 4 | false | Increase defensive factor exposure |
P7775 | Systematic | Trust | USD | 2025-03-15 | 1,812,270 | 119,314 | 1,692,956 | 1 | 63.8 | 25 | 6 | 5.1 | AMZN:16.8%;BRK.B:21.0%;VTI:19.2%;IEF:7.0%;XLF:16.4%;TSLA:19.7% | US:72.4;EU:6.3;APAC:13.0;EM:8.3;Other:0.0 | Value:-0.3;Growth:-0.2;Quality:+0.9;Size:+0.4;Momentum:+0.5;LowVol:+0.4 | MaxPos7% | 10 | 25 | 5 | trailing 9% | 162 | 26.7 | Bull | 16.8 | 4.11 | 3 | 114 | 9 | 49 | 59 | false | Hedge | Add TLT +1% as duration hedge | 25 | 2 | BrokerA | VWAP | 89 | null | null | Normal monitoring | -55 | 17 | -93 | 5 | false | Increase defensive factor exposure |
P7776 | Hands-off | Roth | USD | 2024-10-24 | 361,153 | 35,456 | 325,697 | 1 | 71 | 23.5 | 0 | 5.5 | MSFT:20.6%;TSLA:20.3%;IEF:20.5%;VOO:18.6%;HYG:20.1% | US:65.5;EU:8.4;APAC:17.3;EM:7.4;Other:1.5 | Value:+0.3;Growth:+0.3;Quality:-0.2;Size:+1.0;Momentum:-0.6;LowVol:-0.2 | ESGOnly;MaxPos5% | 8 | 25 | 3 | trailing 8% | 160 | 18.9 | Sideways | 18.3 | 3.77 | 2.4 | 138 | 54 | 72 | 66 | false | Sell | Trim extended winner -1% | -2 | 14 | BrokerD | VWAP | 92 | null | null | Normal monitoring | -23 | -45 | 76 | 3 | false | Tighten stops on momentum names |
P7777 | Cautious | Taxable | USD | 2025-06-06 | 436,616 | 38,498 | 398,118 | 1 | 45 | 39.1 | 3.9 | 12 | MSFT:14.5%;QQQ:10.9%;BRK.B:20.1%;IEF:18.7%;XLF:17.3%;VNQ:18.4% | US:68.2;EU:18.9;APAC:6.9;EM:3.2;Other:2.8 | Value:-0.7;Growth:+0.8;Quality:-0.6;Size:+0.5;Momentum:+0.3;LowVol:-0.1 | MaxPos5%;NoDerivatives;NoMargin | 5 | 35 | 3.5 | trailing 10% | 102 | 14.9 | Bull | 11.7 | 3.69 | 3 | 93 | 5 | 37 | 25 | false | Buy | Add to core equity +1% | 20 | 4 | BrokerD | LMT | 96 | null | null | Normal monitoring | 48 | -3 | 115 | 4 | false | Monitor dispersion and breadth |
P7778 | Hands-off | Trust | USD | 2025-12-07 | 411,320 | 37,885 | 373,435 | 1 | 71.2 | 21.8 | 0 | 7 | VOO:18.1%;AMZN:20.0%;AAPL:16.7%;TLT:19.2%;VNQ:20.1%;VTI:6.0% | US:64.8;EU:15.0;APAC:7.7;EM:9.5;Other:3.1 | Value:-0.8;Growth:+0.8;Quality:+0.8;Size:+0.4;Momentum:+0.9;LowVol:+0.9 | ESGOnly | 6 | 35 | 4.4 | trailing 8% | 114 | 16.6 | Bull | 12.4 | 4.69 | 2.8 | 116 | 80 | 100 | 50 | true | Rebalance | Rebalance back to target bands | 13 | -1 | BrokerD | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -25 | 7 | 89 | 2 | false | Tighten stops on momentum names |
P7779 | Hands-off | Trust | USD | 2025-09-02 | 576,787 | 38,314 | 538,473 | 1 | 71 | 18.8 | 1.6 | 8.6 | IEF:20.5%;VTI:20.5%;VOO:20.5%;GLD:9.8%;VNQ:12.7%;QQQ:16.0% | US:71.4;EU:9.5;APAC:11.1;EM:6.0;Other:2.0 | Value:-0.1;Growth:+0.7;Quality:+0.7;Size:+0.7;Momentum:+0.2;LowVol:+0.6 | ESGOnly | 7 | 25 | 3.3 | hard 10% | 100 | 17.9 | Bear | 25.9 | 4.35 | 1.6 | 152 | 32 | 69 | 83 | true | Hedge | Buy index puts 1% notional | 30 | 14 | BrokerB | MKT | 93 | VAR>budget | Pause | Risk above budget threshold | 32 | -57 | 66 | 3 | false | Within IPS guidelines |
P7780 | Systematic | Roth | USD | 2024-07-22 | 1,246,634 | 102,770 | 1,143,864 | 1 | 62.1 | 33 | 0 | 5 | TSLA:35.7%;IEF:28.5%;VNQ:35.7% | US:65.9;EU:15.1;APAC:7.3;EM:8.2;Other:3.6 | Value:+0.2;Growth:+0.2;Quality:-0.4;Size:+0.4;Momentum:-0.7;LowVol:+0.8 | MaxPos7% | 6 | 25 | 5.8 | trailing 9% | 179 | 28 | Sideways | 14.6 | 4.55 | 2.3 | 136 | 11 | 57 | 43 | false | Sell | Trim extended winner -1% | 27 | -13 | BrokerC | MKT | 99 | null | null | Normal monitoring | -59 | -40 | -36 | 4 | false | Tax-aware sells next window |
P7781 | Hands-off | Taxable | USD | 2025-07-03 | 276,892 | 25,151 | 251,741 | 1 | 67.1 | 23.8 | 0 | 9 | XLF:25.7%;IEF:22.5%;VTI:13.9%;HYG:25.7%;MSFT:12.2% | US:67.4;EU:18.0;APAC:9.2;EM:4.7;Other:0.7 | Value:-0.3;Growth:+1.0;Quality:-0.5;Size:+0.8;Momentum:-0.3;LowVol:-1.0 | ESGOnly;MaxPos8% | 8 | 30 | 5.7 | trailing 8% | 157 | 16.9 | Volatile | 20.9 | 4.47 | 2.7 | 139 | -43 | 22 | 66 | false | Buy | Add to core equity +1% | 23 | 6 | BrokerC | MKT | 96 | null | null | Normal monitoring | 97 | -21 | 193 | 5 | false | Monitor dispersion and breadth |
P7782 | Active | 401k | USD | 2025-11-26 | 686,359 | 79,084 | 607,275 | 1 | 62.6 | 22.1 | 6.8 | 8.5 | GLD:13.4%;TSLA:21.6%;BND:21.6%;TLT:21.6%;MSFT:21.6% | US:64.0;EU:15.3;APAC:6.8;EM:11.1;Other:2.8 | Value:-0.4;Growth:+0.8;Quality:+0.2;Size:-0.7;Momentum:+0.2;LowVol:-0.6 | null | 6 | 30 | 4.6 | trailing 8% | 192 | 20.6 | Bull | 17.6 | 4.7 | 3.2 | 75 | 107 | 96 | 48 | false | Rebalance | Shift +1% to bonds from equity | -8 | -7 | BrokerA | MKT | 86 | null | null | Normal monitoring | -12 | -39 | 18 | 3 | false | Monitor dispersion and breadth |
P7783 | Active | Trust | USD | 2024-12-02 | 2,048,523 | 205,789 | 1,842,734 | 1 | 50.8 | 31.2 | 10.2 | 7.7 | BND:33.5%;AMZN:33.0%;TLT:33.5% | US:72.6;EU:5.8;APAC:8.1;EM:8.0;Other:5.5 | Value:-0.2;Growth:+0.2;Quality:-0.2;Size:-0.3;Momentum:-0.4;LowVol:+0.5 | MaxPos6% | 10 | 35 | 5.4 | hard 12% | 217 | 17.8 | Volatile | 22.2 | 4.12 | 2.8 | 159 | -34 | 24 | 57 | false | Buy | Add to core equity +1% | 14 | -12 | BrokerA | VWAP | 90 | null | null | Normal monitoring | 14 | 15 | 28 | 4 | false | Tighten stops on momentum names |
P7784 | Opportunistic | Taxable | USD | 2025-12-11 | 1,792,837 | 92,619 | 1,700,218 | 1 | 72 | 19.1 | 0 | 8.8 | AMZN:19.5%;HYG:17.2%;MSFT:22.0%;MUB:22.0%;VOO:19.4% | US:70.0;EU:6.6;APAC:10.6;EM:10.5;Other:2.3 | Value:+0.3;Growth:0.0;Quality:-0.0;Size:-0.1;Momentum:+0.8;LowVol:+0.5 | NoDerivatives | 7 | 35 | 6.4 | hard 12% | 221 | 31.7 | Bull | 12.9 | 3.56 | 2.1 | 82 | 74 | 97 | 53 | false | Sell | Trim extended winner -1% | -5 | -19 | BrokerD | LMT | 100 | null | null | Normal monitoring | 118 | 11 | 132 | 4 | false | Tax-aware sells next window |
P7785 | Opportunistic | Roth | USD | 2024-11-02 | 1,773,945 | 117,378 | 1,656,567 | 1 | 65.3 | 10.9 | 16.6 | 7.2 | VNQ:27.3%;VOO:21.4%;HYG:23.9%;MUB:27.3% | US:76.4;EU:6.3;APAC:5.7;EM:9.4;Other:2.1 | Value:+0.7;Growth:+0.1;Quality:+0.3;Size:+0.4;Momentum:0.0;LowVol:+0.7 | NoDerivatives | 5 | 35 | 6.8 | trailing 9% | 261 | 26.1 | Bear | 24.2 | 3.84 | 2.9 | 164 | -78 | 5 | 61 | false | Sell | Trim extended winner -1% | -1 | -4 | BrokerD | MKT | 87 | null | null | Normal monitoring | 46 | -33 | 186 | 3 | false | Tax-aware sells next window |
P7786 | Systematic | Roth | USD | 2025-11-09 | 1,705,163 | 74,688 | 1,630,475 | 1 | 65.2 | 21.1 | 3.7 | 10 | IEF:28.9%;TSLA:28.9%;VNQ:13.3%;AAPL:28.9% | US:75.8;EU:5.6;APAC:6.1;EM:11.2;Other:1.3 | Value:+0.4;Growth:-0.0;Quality:+0.5;Size:-0.7;Momentum:+0.7;LowVol:-0.3 | NoDerivatives | 10 | 35 | 5.5 | hard 12% | 168 | 17.5 | Bull | 16.6 | 4.49 | 2.2 | 116 | 99 | 89 | 42 | false | Rebalance | Shift +1% to bonds from equity | -14 | 11 | BrokerD | LMT | 100 | null | null | Normal monitoring | -3 | 4 | 82 | 5 | false | Within IPS guidelines |
P7787 | Hands-off | IRA | USD | 2025-01-17 | 327,120 | 27,339 | 299,781 | 1 | 64.6 | 25.4 | 4.4 | 5.6 | TLT:17.5%;BND:14.9%;MUB:12.7%;BRK.B:20.4%;GLD:17.9%;TSLA:16.6% | US:65.2;EU:10.0;APAC:12.0;EM:10.8;Other:1.9 | Value:+0.3;Growth:-0.3;Quality:+0.6;Size:0.0;Momentum:+0.8;LowVol:-0.0 | ESGOnly | 10 | 30 | 4.9 | trailing 10% | 90 | 12.7 | Sideways | 19.3 | 4.83 | 2.7 | 136 | 4 | 57 | 60 | false | Rebalance | Shift +1% to bonds from equity | -7 | -11 | BrokerC | MKT | 87 | null | null | Normal monitoring | 50 | -21 | 25 | 3 | false | Within IPS guidelines |
P7788 | Active | 401k | USD | 2025-01-24 | 768,472 | 73,025 | 695,447 | 1 | 55.9 | 23 | 14.4 | 6.7 | HYG:25.0%;BND:25.0%;BRK.B:25.0%;QQQ:25.0% | US:65.0;EU:15.4;APAC:9.4;EM:10.1;Other:0.1 | Value:+0.5;Growth:-0.5;Quality:+0.9;Size:+0.3;Momentum:-0.8;LowVol:+1.0 | NoDerivatives | 7 | 25 | 4.6 | trailing 9% | 227 | 27.4 | Bear | 30.5 | 4.37 | 1.5 | 137 | -117 | 5 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -38 | BrokerA | MKT | 94 | VAR>budget | Hedge | Risk above budget threshold | 111 | -23 | 166 | 3 | false | Within IPS guidelines |
P7789 | Hands-off | 401k | USD | 2025-12-19 | 718,225 | 53,813 | 664,412 | 1 | 63.8 | 28.3 | 0 | 8 | TSLA:26.2%;VTI:21.3%;VOO:26.2%;BRK.B:26.2% | US:72.1;EU:7.3;APAC:11.8;EM:5.1;Other:3.7 | Value:-0.7;Growth:-0.9;Quality:-0.8;Size:-0.3;Momentum:-0.9;LowVol:-0.6 | ESGOnly;NoDerivatives | 7 | 35 | 5.5 | trailing 8% | 96 | 12.8 | Sideways | 15.4 | 5 | 2.5 | 119 | 56 | 67 | 40 | false | Rebalance | Shift +1% to bonds from equity | -8 | -18 | BrokerA | MKT | 85 | null | null | Normal monitoring | -14 | -45 | 14 | 3 | false | Within IPS guidelines |
P7790 | Hands-off | Taxable | USD | 2025-07-27 | 193,430 | 13,262 | 180,168 | 1 | 72.4 | 19.3 | 0 | 8.3 | BND:23.0%;QQQ:38.5%;VTI:38.5% | US:72.8;EU:10.2;APAC:7.6;EM:4.2;Other:5.2 | Value:0.0;Growth:-0.7;Quality:+0.3;Size:+0.5;Momentum:+0.5;LowVol:+0.8 | null | 8 | 35 | 3.7 | trailing 8% | 138 | 13.7 | Sideways | 20.3 | 4.25 | 2.5 | 101 | 47 | 59 | 57 | false | Rebalance | Shift +1% to bonds from equity | -1 | 14 | BrokerA | MKT | 85 | null | null | Normal monitoring | -32 | -37 | -37 | 4 | false | Tighten stops on momentum names |
P7791 | Opportunistic | 401k | USD | 2025-09-22 | 1,428,995 | 95,084 | 1,333,911 | 1.09 | 63 | 17.7 | 11.3 | 8 | AMZN:15.5%;IEF:13.9%;TLT:18.0%;HYG:21.3%;MSFT:21.3%;GLD:9.9% | US:69.2;EU:13.1;APAC:10.8;EM:5.0;Other:1.9 | Value:-0.2;Growth:-0.1;Quality:+0.4;Size:-0.8;Momentum:+0.5;LowVol:-0.5 | MaxPos5% | 10 | 30 | 5.2 | hard 12% | 269 | 31.9 | Volatile | 23.7 | 3.89 | 2.1 | 146 | -52 | 25 | 68 | false | Buy | Add to core equity +1% | 4 | -33 | BrokerC | MKT | 95 | null | null | Normal monitoring | -45 | -27 | 77 | 4 | false | Within IPS guidelines |
P7792 | Active | IRA | USD | 2025-04-05 | 996,159 | 64,787 | 931,372 | 1.24 | 66.6 | 27.1 | 0 | 6.3 | QQQ:11.2%;XLF:25.4%;VNQ:25.4%;AMZN:25.4%;IEF:12.6% | US:73.8;EU:7.9;APAC:13.9;EM:3.1;Other:1.3 | Value:-0.1;Growth:+0.1;Quality:-0.9;Size:-0.7;Momentum:+0.3;LowVol:-0.3 | null | 5 | 35 | 5.1 | hard 12% | 161 | 26.4 | Volatile | 30.9 | 4.35 | 3.4 | 163 | 3 | 54 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 6 | 12 | BrokerA | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | 40 | -34 | 90 | 3 | false | Tighten stops on momentum names |
P7793 | Systematic | IRA | USD | 2025-01-20 | 1,901,644 | 100,910 | 1,800,734 | 1 | 62.3 | 30.4 | 0 | 7.3 | AMZN:33.3%;TLT:33.3%;GLD:33.3% | US:69.7;EU:11.6;APAC:10.1;EM:6.4;Other:2.1 | Value:+0.6;Growth:-0.2;Quality:-0.5;Size:-0.7;Momentum:+0.3;LowVol:-0.6 | NoDerivatives | 5 | 30 | 5.6 | trailing 9% | 191 | 18.8 | Volatile | 27.8 | 4.21 | 2.7 | 170 | -6 | 39 | 62 | false | NoAction | Within bands; monitor | 15 | 1 | BrokerD | LMT | 99 | null | null | Normal monitoring | 105 | 19 | 230 | 3 | false | Tighten stops on momentum names |
P7794 | Hands-off | Taxable | USD | 2025-09-20 | 727,153 | 53,829 | 673,324 | 1 | 66.3 | 25.9 | 0 | 7.8 | VOO:22.1%;QQQ:22.9%;BRK.B:22.9%;IEF:9.1%;AMZN:22.9% | US:68.6;EU:10.9;APAC:11.3;EM:8.8;Other:0.3 | Value:-0.1;Growth:-0.2;Quality:-0.5;Size:+0.1;Momentum:+1.0;LowVol:-0.1 | MaxPos5% | 8 | 30 | 4.4 | trailing 10% | 96 | 12.7 | Bull | 17.3 | 4.74 | 2.1 | 95 | 21 | 63 | 48 | false | Hedge | Add TLT +1% as duration hedge | 31 | -27 | BrokerD | MKT | 95 | null | null | Normal monitoring | -22 | -20 | -47 | 5 | false | Increase defensive factor exposure |
P7795 | Cautious | Roth | USD | 2025-11-10 | 272,615 | 38,000 | 234,615 | 1 | 40.3 | 42.6 | 0 | 17.1 | BRK.B:17.7%;QQQ:18.3%;HYG:21.3%;MUB:21.3%;AAPL:21.3% | US:72.8;EU:10.9;APAC:8.0;EM:3.5;Other:4.9 | Value:-1.0;Growth:+0.2;Quality:+0.3;Size:-0.5;Momentum:-0.5;LowVol:-0.6 | ESGOnly;NoMargin | 5 | 35 | 3.6 | trailing 8% | 118 | 19.1 | Bull | 11.2 | 3.59 | 2.5 | 117 | 75 | 94 | 36 | false | Buy | Add to core equity +1% | -14 | -27 | BrokerB | MKT | 89 | null | null | Normal monitoring | 64 | -15 | 108 | 5 | false | Tax-aware sells next window |
P7796 | Active | Roth | USD | 2025-02-22 | 2,397,549 | 226,689 | 2,170,860 | 1 | 53 | 27.6 | 13.9 | 5.5 | TSLA:26.9%;MSFT:26.9%;VOO:26.9%;VTI:19.4% | US:70.6;EU:11.6;APAC:10.5;EM:2.9;Other:4.3 | Value:+0.6;Growth:-0.3;Quality:-0.8;Size:-0.9;Momentum:+0.8;LowVol:-0.7 | NoDerivatives | 8 | 25 | 5.3 | trailing 8% | 181 | 23.2 | Bull | 13.8 | 3.5 | 3.2 | 98 | 36 | 61 | 35 | false | Sell | Trim extended winner -1% | -13 | -31 | BrokerB | MKT | 88 | null | null | Normal monitoring | 59 | -15 | 58 | 5 | false | Within IPS guidelines |
P7797 | Hands-off | Roth | USD | 2025-06-29 | 255,089 | 17,416 | 237,673 | 1 | 74.1 | 20.1 | 0.8 | 5 | AAPL:14.5%;TSLA:19.8%;IEF:15.3%;BND:25.8%;AMZN:24.5% | US:70.9;EU:6.0;APAC:13.8;EM:7.2;Other:2.1 | Value:+0.4;Growth:-0.2;Quality:-1.0;Size:-0.1;Momentum:+0.9;LowVol:+1.0 | MaxPos7% | 8 | 25 | 4 | trailing 8% | 92 | 19.4 | Volatile | 20.6 | 5.25 | 3.7 | 137 | 76 | 100 | 56 | false | Rebalance | Shift +1% to bonds from equity | 11 | -35 | BrokerC | LMT | 97 | null | null | Normal monitoring | 57 | -43 | 134 | 3 | false | Tax-aware sells next window |
P7798 | Hands-off | IRA | USD | 2025-03-31 | 580,782 | 40,033 | 540,749 | 1 | 69.9 | 23.8 | 0 | 6.3 | VNQ:23.6%;BRK.B:23.6%;QQQ:19.0%;HYG:23.6%;IEF:10.2% | US:62.7;EU:18.0;APAC:12.9;EM:6.3;Other:0.2 | Value:-0.7;Growth:+0.2;Quality:-0.3;Size:-0.4;Momentum:-0.7;LowVol:+0.7 | null | 5 | 35 | 3.8 | trailing 8% | 157 | 13.9 | Bull | 13.7 | 3.95 | 3.5 | 93 | 48 | 63 | 57 | false | Sell | Trim extended winner -1% | 18 | 13 | BrokerD | LMT | 85 | null | null | Normal monitoring | -29 | -6 | -69 | 4 | false | Monitor dispersion and breadth |
P7799 | Opportunistic | Taxable | USD | 2025-05-14 | 1,085,829 | 50,704 | 1,035,125 | 1.07 | 68.2 | 14.3 | 11.6 | 5.9 | BND:33.3%;MUB:33.3%;XLF:33.3% | US:64.3;EU:11.6;APAC:13.2;EM:10.3;Other:0.6 | Value:-0.3;Growth:-0.2;Quality:+0.2;Size:-0.3;Momentum:-0.8;LowVol:+1.0 | MaxPos5% | 10 | 25 | 4.5 | trailing 7% | 239 | 27.3 | Sideways | 15.2 | 3.58 | 2.4 | 106 | -21 | 42 | 44 | false | NoAction | Within bands; monitor | 21 | -40 | BrokerB | MKT | 0 | null | null | Normal monitoring | 118 | 10 | 258 | 5 | false | Increase defensive factor exposure |
P7800 | Systematic | Roth | USD | 2024-10-29 | 1,947,331 | 98,412 | 1,848,919 | 1 | 61.2 | 27.4 | 3.3 | 8 | VNQ:35.2%;QQQ:35.2%;MSFT:29.6% | US:69.3;EU:10.8;APAC:7.0;EM:9.2;Other:3.7 | Value:+0.2;Growth:+0.2;Quality:-0.2;Size:-0.0;Momentum:-0.6;LowVol:+0.2 | null | 10 | 30 | 5.5 | trailing 9% | 167 | 26.2 | Bull | 17.5 | 4.35 | 2.2 | 112 | 111 | 100 | 56 | false | Rebalance | Shift +1% to bonds from equity | 34 | 0 | BrokerC | MKT | 85 | null | null | Normal monitoring | 100 | -10 | 60 | 4 | false | Monitor dispersion and breadth |
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