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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P7901 | Cautious | Taxable | USD | 2024-12-12 | 323,992 | 27,606 | 296,386 | 1 | 43.9 | 36.4 | 8 | 11.8 | VNQ:14.8%;VTI:10.3%;QQQ:14.3%;MSFT:21.4%;AAPL:21.4%;HYG:17.8% | US:74.7;EU:7.3;APAC:10.6;EM:3.7;Other:3.7 | Value:-0.6;Growth:-0.4;Quality:+0.8;Size:+0.6;Momentum:+0.5;LowVol:-0.8 | NoMargin | 7 | 30 | 5.2 | trailing 8% | 136 | 15.3 | Bull | 15.1 | 4.29 | 3.3 | 99 | 56 | 63 | 43 | false | Rebalance | Shift +1% to bonds from equity | 11 | -22 | BrokerC | LMT | 98 | null | null | Normal monitoring | 36 | -11 | 83 | 4 | false | Monitor dispersion and breadth |
P7902 | Cautious | 401k | USD | 2024-10-08 | 203,910 | 31,167 | 172,743 | 1 | 43.4 | 41.3 | 0 | 15.3 | VNQ:23.7%;QQQ:25.4%;MSFT:25.4%;TSLA:25.4% | US:70.3;EU:5.9;APAC:12.8;EM:9.5;Other:1.5 | Value:0.0;Growth:-0.6;Quality:-0.3;Size:-0.5;Momentum:+0.6;LowVol:-0.4 | ESGOnly;MaxPos7%;NoMargin | 5 | 30 | 4.4 | trailing 8% | 168 | 17.7 | Volatile | 29.2 | 5.41 | 4.2 | 159 | 55 | 75 | 68 | true | Hedge | Buy index puts 1% notional | 34 | 13 | BrokerB | LMT | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -7 | -10 | 95 | 3 | false | Monitor dispersion and breadth |
P7903 | Opportunistic | Trust | USD | 2024-08-12 | 1,433,524 | 58,516 | 1,375,008 | 1 | 72.2 | 11.6 | 11.5 | 4.7 | HYG:33.3%;VTI:33.3%;TSLA:33.3% | US:68.9;EU:17.5;APAC:5.3;EM:7.8;Other:0.5 | Value:-0.1;Growth:-0.7;Quality:+1.0;Size:-0.4;Momentum:+0.3;LowVol:+0.4 | MaxPos8% | 10 | 25 | 4.7 | hard 12% | 225 | 22.6 | Sideways | 15.5 | 3.87 | 2.3 | 137 | 54 | 78 | 57 | false | NoAction | Within bands; monitor | 1 | 9 | BrokerC | MKT | 0 | null | null | Normal monitoring | -6 | 18 | 117 | 5 | false | Tax-aware sells next window |
P7904 | Systematic | Roth | USD | 2025-08-18 | 866,552 | 36,858 | 829,694 | 1 | 58.2 | 28.2 | 5.1 | 8.6 | AAPL:33.3%;TLT:33.3%;AMZN:33.3% | US:66.2;EU:9.0;APAC:11.2;EM:12.8;Other:0.8 | Value:+0.6;Growth:-0.7;Quality:+0.2;Size:+0.3;Momentum:+0.3;LowVol:-0.4 | null | 7 | 30 | 4 | hard 12% | 179 | 19.4 | Bull | 17 | 3.76 | 2.2 | 116 | 15 | 72 | 45 | false | NoAction | Within bands; monitor | 23 | 0 | BrokerB | MKT | 0 | null | null | Normal monitoring | 66 | -8 | 84 | 3 | false | Within IPS guidelines |
P7905 | Systematic | 401k | USD | 2025-02-11 | 1,532,550 | 72,005 | 1,460,545 | 1 | 63.2 | 29.3 | 1.2 | 6.3 | VTI:23.0%;MSFT:12.7%;VOO:23.0%;VNQ:23.0%;QQQ:18.2% | US:55.7;EU:15.5;APAC:16.3;EM:11.0;Other:1.5 | Value:+0.8;Growth:-0.2;Quality:-0.0;Size:+0.9;Momentum:+0.6;LowVol:+0.7 | NoDerivatives | 10 | 25 | 5.3 | hard 12% | 197 | 24.7 | Volatile | 22.1 | 4.99 | 2.6 | 135 | -18 | 56 | 65 | false | Rebalance | Shift +1% to bonds from equity | 9 | -36 | BrokerC | VWAP | 99 | null | null | Normal monitoring | -44 | -27 | 63 | 4 | false | Increase defensive factor exposure |
P7906 | Systematic | IRA | USD | 2024-11-16 | 1,115,794 | 70,086 | 1,045,708 | 1 | 61.4 | 29.4 | 0 | 9.2 | MSFT:35.2%;AAPL:29.6%;AMZN:35.2% | US:65.7;EU:11.7;APAC:13.9;EM:4.9;Other:3.8 | Value:+0.4;Growth:+0.2;Quality:+0.1;Size:+0.9;Momentum:-0.3;LowVol:-0.1 | NoDerivatives | 10 | 25 | 4.1 | hard 12% | 218 | 20.4 | Bull | 13 | 4.93 | 2.1 | 112 | 24 | 55 | 34 | false | NoAction | Within bands; monitor | 18 | -34 | BrokerA | LMT | 90 | null | null | Normal monitoring | 63 | -25 | 158 | 4 | false | Monitor dispersion and breadth |
P7907 | Opportunistic | IRA | USD | 2024-10-30 | 481,909 | 37,830 | 444,079 | 1 | 69.7 | 21.7 | 0 | 8.6 | VTI:23.8%;TLT:21.2%;VOO:27.5%;MSFT:27.5% | US:58.2;EU:20.2;APAC:14.2;EM:5.1;Other:2.2 | Value:-1.0;Growth:-0.2;Quality:-0.3;Size:+0.9;Momentum:-0.2;LowVol:+0.2 | MaxPos5%;NoDerivatives | 6 | 35 | 4.1 | trailing 7% | 169 | 30.7 | Bear | 27.5 | 3.22 | 2.5 | 171 | 35 | 78 | 71 | true | Hedge | Buy index puts 1% notional | 30 | -11 | BrokerD | LMT | 96 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 8 | 15 | 70 | 5 | false | Increase defensive factor exposure |
P7908 | Opportunistic | Roth | USD | 2025-10-27 | 1,775,920 | 85,520 | 1,690,400 | 1 | 65.5 | 19.5 | 7.7 | 7.3 | MUB:26.2%;GLD:26.2%;TLT:21.9%;VOO:25.6% | US:69.4;EU:10.0;APAC:15.8;EM:4.1;Other:0.8 | Value:+0.2;Growth:+0.3;Quality:-0.6;Size:+0.8;Momentum:-0.9;LowVol:-0.2 | null | 7 | 30 | 5.1 | hard 12% | 225 | 24 | Volatile | 30.3 | 3.75 | 3.2 | 149 | -9 | 33 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -34 | BrokerB | MKT | 100 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 109 | 15 | 159 | 2 | false | Increase defensive factor exposure |
P7909 | Systematic | 401k | USD | 2025-12-11 | 433,506 | 34,485 | 399,021 | 1 | 67.4 | 20.5 | 2.2 | 9.9 | TSLA:21.0%;VTI:21.0%;VNQ:11.7%;BND:15.2%;TLT:15.7%;AAPL:15.4% | US:69.0;EU:9.1;APAC:7.2;EM:10.5;Other:4.1 | Value:-0.7;Growth:-1.0;Quality:+0.6;Size:-0.5;Momentum:+0.7;LowVol:-0.9 | null | 5 | 35 | 4.8 | trailing 8% | 229 | 20.4 | Bull | 12.3 | 4.63 | 3.4 | 113 | 27 | 49 | 48 | false | Buy | Add to core equity +1% | -15 | -15 | BrokerB | LMT | 100 | null | null | Normal monitoring | 84 | 10 | 222 | 5 | false | Monitor dispersion and breadth |
P7910 | Hands-off | 401k | USD | 2025-06-29 | 402,785 | 25,126 | 377,659 | 1 | 67.1 | 27.4 | 0 | 5.4 | GLD:33.3%;VOO:33.3%;XLF:33.3% | US:68.8;EU:8.8;APAC:10.2;EM:8.2;Other:4.0 | Value:+0.9;Growth:-0.1;Quality:+1.0;Size:-0.8;Momentum:-0.3;LowVol:-0.0 | ESGOnly;MaxPos7% | 5 | 35 | 5.3 | hard 10% | 153 | 14.2 | Volatile | 22.5 | 4.54 | 2.7 | 164 | 6 | 63 | 58 | true | Reduce | Cut high-beta by 2-3%, add cash | 25 | -33 | BrokerD | LMT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 99 | 16 | 110 | 3 | false | Tighten stops on momentum names |
P7911 | Hands-off | IRA | USD | 2025-10-18 | 519,605 | 41,630 | 477,975 | 1 | 57 | 15.2 | 21.2 | 6.5 | TLT:23.6%;HYG:18.1%;QQQ:13.3%;TSLA:21.4%;VNQ:23.6% | US:71.3;EU:10.5;APAC:13.5;EM:3.9;Other:0.8 | Value:-1.0;Growth:-0.7;Quality:+0.3;Size:-0.9;Momentum:+0.6;LowVol:+0.7 | MaxPos6%;NoDerivatives | 6 | 35 | 5.3 | trailing 10% | 124 | 18.9 | Bear | 28.2 | 4.25 | 2.9 | 178 | -30 | 42 | 62 | false | Buy | Add to core equity +1% | 16 | -1 | BrokerC | LMT | 94 | null | null | Normal monitoring | -43 | -23 | 5 | 3 | false | Increase defensive factor exposure |
P7912 | Hands-off | Trust | USD | 2025-04-23 | 418,289 | 32,159 | 386,130 | 1 | 66.3 | 26.1 | 0 | 7.6 | MUB:25.1%;VNQ:25.1%;TLT:24.6%;AMZN:25.1% | US:62.8;EU:18.4;APAC:10.1;EM:7.6;Other:1.1 | Value:-0.5;Growth:+0.3;Quality:+0.6;Size:+0.9;Momentum:+0.9;LowVol:+0.2 | NoDerivatives | 8 | 30 | 3.3 | trailing 10% | 110 | 12.7 | Sideways | 21.5 | 4.09 | 3.4 | 138 | 31 | 70 | 68 | false | Buy | Add to core equity +1% | 24 | -2 | BrokerA | MKT | 93 | null | null | Normal monitoring | 46 | -53 | 53 | 5 | false | Monitor dispersion and breadth |
P7913 | Hands-off | 401k | USD | 2025-01-05 | 578,288 | 34,047 | 544,241 | 1 | 66.7 | 22 | 1.8 | 9.5 | IEF:25.0%;BND:25.0%;BRK.B:25.0%;XLF:25.0% | US:70.1;EU:5.7;APAC:13.5;EM:9.9;Other:0.8 | Value:+0.8;Growth:0.0;Quality:+0.6;Size:+0.4;Momentum:+0.7;LowVol:+0.7 | NoDerivatives | 8 | 35 | 5.3 | hard 10% | 95 | 13.6 | Volatile | 20.8 | 3.64 | 3.3 | 150 | 21 | 63 | 53 | false | Buy | Add to core equity +1% | -3 | -16 | BrokerA | LMT | 90 | null | null | Normal monitoring | 111 | -53 | 108 | 4 | false | Within IPS guidelines |
P7914 | Active | Roth | USD | 2025-01-31 | 1,313,983 | 95,686 | 1,218,297 | 1 | 51.4 | 26.4 | 16.2 | 6 | VTI:17.3%;AAPL:13.8%;HYG:19.7%;VNQ:20.2%;TSLA:17.2%;QQQ:11.8% | US:73.7;EU:11.4;APAC:8.5;EM:4.1;Other:2.3 | Value:+1.0;Growth:+0.2;Quality:+0.9;Size:-0.7;Momentum:-0.4;LowVol:-0.0 | null | 10 | 30 | 4.6 | trailing 8% | 162 | 22 | Volatile | 29.2 | 4.98 | 3.3 | 174 | -30 | 31 | 69 | false | Rebalance | Shift +1% to bonds from equity | -14 | -4 | BrokerA | LMT | 87 | null | null | Normal monitoring | -28 | -36 | -57 | 4 | false | Tax-aware sells next window |
P7915 | Cautious | Trust | USD | 2025-06-14 | 738,785 | 78,415 | 660,370 | 1 | 44.9 | 38.5 | 6.1 | 10.5 | IEF:18.4%;BRK.B:16.6%;BND:21.7%;HYG:10.4%;VNQ:11.2%;XLF:21.7% | US:62.4;EU:16.0;APAC:8.7;EM:7.9;Other:5.1 | Value:+0.6;Growth:-0.1;Quality:+0.8;Size:+0.8;Momentum:-0.1;LowVol:+1.0 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 3.5 | trailing 8% | 165 | 19.5 | Volatile | 22.9 | 3.51 | 4.4 | 154 | -13 | 47 | 57 | false | Buy | Add to core equity +1% | 16 | -40 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 56 | -36 | 189 | 5 | false | Within IPS guidelines |
P7916 | Cautious | Taxable | USD | 2024-08-04 | 804,206 | 71,749 | 732,457 | 1 | 39 | 40.5 | 3.8 | 16.7 | AAPL:13.4%;BRK.B:18.6%;QQQ:11.2%;HYG:17.8%;BND:20.1%;AMZN:19.0% | US:69.5;EU:14.2;APAC:11.6;EM:3.8;Other:0.8 | Value:+0.5;Growth:+0.2;Quality:+0.1;Size:0.0;Momentum:-1.0;LowVol:-0.3 | MaxPos5%;NoDerivatives;NoMargin | 5 | 30 | 5.8 | trailing 8% | 159 | 12.9 | Bull | 14.5 | 4.3 | 3.1 | 98 | 19 | 51 | 22 | false | Rebalance | Shift +1% to bonds from equity | -8 | 11 | BrokerA | LMT | 97 | null | null | Normal monitoring | 16 | 0 | 139 | 3 | false | Within IPS guidelines |
P7917 | Active | Taxable | USD | 2025-01-15 | 1,464,151 | 154,491 | 1,309,660 | 1 | 62.2 | 21.2 | 8.2 | 8.5 | BRK.B:33.3%;HYG:33.3%;AAPL:33.3% | US:66.6;EU:15.6;APAC:8.3;EM:7.3;Other:2.3 | Value:-0.7;Growth:+0.5;Quality:-0.9;Size:+0.1;Momentum:+0.6;LowVol:+0.7 | null | 5 | 30 | 4.3 | trailing 9% | 228 | 21 | Bull | 11.2 | 4.54 | 2 | 94 | 12 | 55 | 29 | false | Rebalance | Shift +1% to bonds from equity | 2 | -19 | BrokerB | LMT | 96 | null | null | Normal monitoring | -58 | -38 | 14 | 4 | false | Within IPS guidelines |
P7918 | Systematic | Trust | USD | 2024-12-02 | 1,772,567 | 161,545 | 1,611,022 | 1 | 62.4 | 29.5 | 0 | 8.1 | VOO:10.2%;HYG:22.9%;BND:8.9%;TLT:21.0%;AAPL:22.9%;BRK.B:14.0% | US:65.0;EU:7.7;APAC:13.4;EM:10.4;Other:3.6 | Value:+0.5;Growth:+0.8;Quality:+0.5;Size:-0.2;Momentum:+0.6;LowVol:-0.3 | null | 5 | 30 | 5 | trailing 9% | 204 | 26.7 | Sideways | 18.3 | 3.99 | 3.5 | 133 | 6 | 42 | 54 | true | Hedge | Buy index puts 1% notional | 2 | -3 | BrokerA | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -41 | -57 | -56 | 5 | false | Within IPS guidelines |
P7919 | Systematic | Roth | USD | 2025-12-21 | 743,620 | 42,372 | 701,248 | 1 | 60.3 | 30.6 | 0 | 9.1 | HYG:27.4%;MUB:17.7%;TSLA:27.4%;TLT:27.4% | US:67.9;EU:13.1;APAC:11.5;EM:6.1;Other:1.4 | Value:0.0;Growth:+0.6;Quality:+0.3;Size:+0.6;Momentum:-0.9;LowVol:+1.0 | null | 6 | 25 | 4.3 | trailing 9% | 129 | 16.3 | Volatile | 28.2 | 4.63 | 3.3 | 147 | 51 | 82 | 64 | false | Rebalance | Shift +1% to bonds from equity | 8 | -20 | BrokerC | LMT | 87 | null | null | Normal monitoring | 86 | -46 | 130 | 5 | false | Increase defensive factor exposure |
P7920 | Systematic | Roth | USD | 2024-07-30 | 687,556 | 38,791 | 648,765 | 1 | 65.9 | 26.5 | 0 | 7.6 | AMZN:20.7%;HYG:15.6%;XLF:19.7%;VOO:22.0%;QQQ:22.0% | US:65.1;EU:7.9;APAC:11.7;EM:11.1;Other:4.2 | Value:+0.8;Growth:-0.7;Quality:+0.7;Size:-0.6;Momentum:-0.8;LowVol:-0.9 | NoDerivatives | 7 | 35 | 5.8 | trailing 9% | 139 | 26.7 | Bear | 26.8 | 4.37 | 1.5 | 198 | -21 | 25 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | -4 | -30 | BrokerB | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -44 | -17 | 4 | 5 | false | Within IPS guidelines |
P7921 | Active | Taxable | USD | 2025-02-28 | 853,204 | 64,653 | 788,551 | 1 | 67.6 | 24.7 | 0.9 | 6.9 | TSLA:23.0%;AMZN:25.7%;MSFT:25.7%;MUB:25.7% | US:64.1;EU:12.1;APAC:11.4;EM:7.8;Other:4.6 | Value:+0.5;Growth:+0.9;Quality:+0.1;Size:-0.3;Momentum:0.0;LowVol:+0.2 | MaxPos6%;NoDerivatives | 5 | 35 | 5.3 | trailing 8% | 222 | 26.9 | Bull | 13.5 | 3.83 | 2.7 | 119 | 98 | 96 | 46 | false | Rebalance | Shift +1% to bonds from equity | -3 | -36 | BrokerB | MKT | 97 | null | null | Normal monitoring | 99 | -29 | 133 | 3 | false | Monitor dispersion and breadth |
P7922 | Systematic | Taxable | USD | 2025-06-28 | 1,863,755 | 95,228 | 1,768,527 | 1 | 56.5 | 23.1 | 14.2 | 6.3 | TSLA:21.6%;TLT:22.4%;BRK.B:22.4%;IEF:16.1%;BND:17.5% | US:60.9;EU:18.6;APAC:12.0;EM:8.1;Other:0.3 | Value:+0.1;Growth:-0.6;Quality:+1.0;Size:-1.0;Momentum:-0.2;LowVol:+0.4 | MaxPos8% | 7 | 30 | 5.1 | trailing 9% | 168 | 23.3 | Volatile | 23.5 | 4.46 | 2.6 | 127 | 65 | 74 | 52 | false | Rebalance | Shift +1% to bonds from equity | 1 | 11 | BrokerD | LMT | 97 | null | null | Normal monitoring | -53 | -51 | -86 | 5 | false | Tax-aware sells next window |
P7923 | Systematic | Roth | USD | 2024-12-15 | 868,353 | 46,348 | 822,005 | 1 | 58.4 | 25 | 11.2 | 5.5 | HYG:8.2%;MSFT:21.9%;XLF:21.9%;AAPL:12.8%;TSLA:13.3%;AMZN:21.9% | US:56.8;EU:19.0;APAC:12.4;EM:10.8;Other:1.0 | Value:-0.7;Growth:-0.9;Quality:+0.7;Size:-0.3;Momentum:+0.6;LowVol:-0.2 | null | 5 | 30 | 4.6 | hard 12% | 208 | 22.1 | Bull | 11.9 | 4.05 | 2.5 | 80 | 66 | 69 | 32 | false | Buy | Add to core equity +1% | 18 | -15 | BrokerB | MKT | 97 | null | null | Normal monitoring | -17 | -22 | 108 | 3 | false | Tax-aware sells next window |
P7924 | Systematic | 401k | USD | 2024-08-23 | 1,546,623 | 71,742 | 1,474,881 | 1 | 56.8 | 32.5 | 2.7 | 8 | AMZN:19.4%;HYG:16.5%;VOO:15.2%;TLT:13.5%;IEF:14.9%;MUB:20.5% | US:74.1;EU:7.3;APAC:10.3;EM:5.1;Other:3.3 | Value:-0.7;Growth:-0.9;Quality:-0.3;Size:0.0;Momentum:+0.3;LowVol:+0.4 | MaxPos7%;NoDerivatives | 7 | 30 | 5 | trailing 8% | 141 | 23.5 | Sideways | 16.6 | 4.64 | 2.3 | 101 | 38 | 80 | 37 | false | Buy | Add to core equity +1% | 35 | -39 | BrokerB | MKT | 95 | null | null | Normal monitoring | 52 | -60 | 187 | 3 | false | Increase defensive factor exposure |
P7925 | Opportunistic | Taxable | USD | 2025-04-21 | 1,132,310 | 91,903 | 1,040,407 | 1 | 63.9 | 20.2 | 9.2 | 6.7 | MSFT:18.0%;TLT:7.4%;VTI:21.7%;AAPL:20.2%;AMZN:13.0%;QQQ:19.7% | US:73.3;EU:11.4;APAC:7.1;EM:5.6;Other:2.6 | Value:-0.2;Growth:+0.6;Quality:-0.7;Size:+0.2;Momentum:-0.2;LowVol:-0.3 | MaxPos5% | 6 | 30 | 6.9 | trailing 7% | 198 | 26.3 | Volatile | 20.8 | 4.24 | 3 | 140 | 43 | 75 | 58 | false | Rebalance | Shift +1% to bonds from equity | 24 | -11 | BrokerB | VWAP | 94 | null | null | Normal monitoring | 95 | 19 | 127 | 4 | false | Tax-aware sells next window |
P7926 | Hands-off | Trust | USD | 2025-12-24 | 569,537 | 54,691 | 514,846 | 1 | 65.8 | 29.2 | 0 | 5 | BND:28.2%;AMZN:28.2%;VNQ:15.3%;TSLA:28.2% | US:61.7;EU:19.8;APAC:6.3;EM:10.5;Other:1.7 | Value:-0.8;Growth:-0.2;Quality:-0.4;Size:-0.8;Momentum:+0.2;LowVol:+0.9 | null | 5 | 30 | 4.1 | trailing 8% | 161 | 14.6 | Volatile | 20.5 | 4.34 | 3 | 177 | 62 | 84 | 51 | true | Hedge | Buy index puts 1% notional | 14 | -40 | BrokerA | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | -19 | -11 | 85 | 4 | false | Tighten stops on momentum names |
P7927 | Hands-off | Roth | USD | 2025-02-11 | 318,251 | 25,710 | 292,541 | 1 | 61.9 | 27.3 | 1.6 | 9.2 | AAPL:28.3%;XLF:28.3%;VTI:15.1%;BRK.B:28.3% | US:62.6;EU:8.5;APAC:13.2;EM:10.8;Other:4.8 | Value:-0.1;Growth:+0.2;Quality:-0.5;Size:-0.6;Momentum:+0.3;LowVol:-0.3 | MaxPos8% | 7 | 25 | 4.4 | trailing 8% | 94 | 17.5 | Bull | 17.7 | 4.01 | 3.1 | 85 | 27 | 68 | 45 | false | Rebalance | Shift +1% to bonds from equity | 24 | 7 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 46 | -53 | 147 | 3 | false | Tax-aware sells next window |
P7928 | Active | Roth | USD | 2025-09-06 | 1,188,143 | 75,443 | 1,112,700 | 1 | 55.4 | 23.7 | 13.2 | 7.6 | BRK.B:19.6%;TSLA:23.0%;QQQ:12.9%;HYG:21.5%;IEF:23.0% | US:62.4;EU:12.8;APAC:11.3;EM:11.7;Other:1.7 | Value:+0.9;Growth:-1.0;Quality:+0.3;Size:-0.9;Momentum:-0.3;LowVol:-0.4 | MaxPos8% | 5 | 25 | 5.7 | trailing 9% | 184 | 20.1 | Volatile | 26.9 | 5.18 | 2.2 | 141 | -7 | 32 | 72 | true | Hedge | Buy index puts 1% notional | 30 | -9 | BrokerB | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 97 | -59 | 130 | 4 | false | Within IPS guidelines |
P7929 | Active | Taxable | USD | 2025-10-21 | 994,007 | 77,845 | 916,162 | 1 | 57.9 | 31.8 | 3.8 | 6.6 | BND:10.2%;GLD:23.7%;VNQ:18.8%;AAPL:23.7%;XLF:23.7% | US:75.9;EU:7.2;APAC:8.0;EM:3.9;Other:5.0 | Value:+0.5;Growth:-0.5;Quality:-0.3;Size:-0.2;Momentum:+0.9;LowVol:-0.4 | null | 10 | 25 | 4.5 | trailing 8% | 200 | 18.2 | Sideways | 18.6 | 4.07 | 3.3 | 135 | 54 | 65 | 41 | false | Rebalance | Shift +1% to bonds from equity | -8 | -3 | BrokerA | MKT | 94 | null | null | Normal monitoring | 65 | -31 | 191 | 3 | false | Within IPS guidelines |
P7930 | Active | 401k | USD | 2025-11-26 | 1,009,475 | 77,692 | 931,783 | 1 | 63.6 | 25.7 | 4.5 | 6.2 | BRK.B:15.7%;MSFT:21.3%;TLT:21.1%;VOO:21.3%;AMZN:20.6% | US:56.9;EU:18.7;APAC:15.5;EM:3.7;Other:5.2 | Value:-0.8;Growth:+0.1;Quality:-0.1;Size:-0.9;Momentum:-0.6;LowVol:+0.8 | MaxPos7% | 10 | 30 | 5.3 | hard 12% | 162 | 20.8 | Bull | 12.6 | 3.62 | 3.1 | 77 | 117 | 94 | 34 | false | Buy | Add to core equity +1% | -10 | -9 | BrokerD | LMT | 89 | null | null | Normal monitoring | 114 | -38 | 89 | 3 | false | Tighten stops on momentum names |
P7931 | Hands-off | Trust | USD | 2025-02-12 | 839,412 | 50,340 | 789,072 | 1 | 61.6 | 24.1 | 5.8 | 8.5 | XLF:19.6%;TLT:21.4%;TSLA:21.4%;GLD:21.4%;HYG:9.2%;VOO:6.9% | US:61.3;EU:11.6;APAC:11.6;EM:10.5;Other:5.0 | Value:-0.4;Growth:0.0;Quality:+0.6;Size:-0.6;Momentum:+0.7;LowVol:-0.2 | ESGOnly;NoDerivatives | 10 | 25 | 3.4 | trailing 8% | 134 | 17.5 | Bull | 13.8 | 4.72 | 3.1 | 72 | 25 | 56 | 38 | false | Buy | Add to core equity +1% | 13 | -35 | BrokerA | LMT | 94 | null | null | Normal monitoring | 64 | 7 | 194 | 5 | false | Increase defensive factor exposure |
P7932 | Active | Taxable | USD | 2025-03-11 | 2,214,262 | 230,824 | 1,983,438 | 1 | 65.1 | 28.1 | 0.2 | 6.6 | MUB:34.6%;XLF:30.8%;VOO:34.6% | US:69.1;EU:15.1;APAC:6.4;EM:6.8;Other:2.6 | Value:+0.1;Growth:+0.7;Quality:-0.9;Size:+0.2;Momentum:+0.4;LowVol:+0.2 | MaxPos7% | 5 | 30 | 4.8 | trailing 9% | 222 | 27.1 | Bull | 14 | 4.36 | 2.8 | 101 | 12 | 49 | 51 | false | Rebalance | Shift +1% to bonds from equity | 14 | -14 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 55 | -60 | 24 | 3 | false | Tax-aware sells next window |
P7933 | Hands-off | Taxable | USD | 2025-03-05 | 849,603 | 45,180 | 804,423 | 1 | 58.5 | 27.2 | 5 | 9.3 | HYG:25.5%;AMZN:25.5%;BND:23.4%;XLF:25.5% | US:63.8;EU:15.3;APAC:6.9;EM:10.7;Other:3.3 | Value:-0.7;Growth:-0.1;Quality:-0.4;Size:-0.7;Momentum:-0.6;LowVol:+0.4 | ESGOnly;MaxPos5% | 7 | 30 | 5.6 | trailing 8% | 160 | 16.6 | Volatile | 32 | 4.09 | 4 | 156 | -22 | 50 | 89 | true | Rebalance | Rebalance back to target bands | 31 | -4 | BrokerA | LMT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 73 | -21 | 164 | 3 | false | Increase defensive factor exposure |
P7934 | Systematic | 401k | USD | 2024-11-14 | 1,115,068 | 52,039 | 1,063,029 | 1 | 58.1 | 21.8 | 14.4 | 5.7 | BND:24.4%;TSLA:25.8%;MUB:24.0%;QQQ:25.8% | US:74.4;EU:5.3;APAC:13.9;EM:4.3;Other:2.1 | Value:-0.3;Growth:-0.3;Quality:-0.9;Size:-0.7;Momentum:+0.9;LowVol:+0.6 | null | 8 | 25 | 4.8 | trailing 9% | 196 | 17.1 | Volatile | 24.4 | 5.43 | 4.1 | 180 | 31 | 67 | 61 | false | Rebalance | Shift +1% to bonds from equity | 12 | -40 | BrokerA | LMT | 89 | null | null | Normal monitoring | 103 | -47 | 120 | 5 | false | Within IPS guidelines |
P7935 | Hands-off | Taxable | USD | 2025-06-25 | 717,286 | 36,041 | 681,245 | 1 | 55.5 | 22.7 | 12.3 | 9.5 | BND:17.0%;TSLA:15.0%;AAPL:23.7%;VTI:23.7%;VNQ:20.6% | US:68.1;EU:8.8;APAC:11.0;EM:9.9;Other:2.2 | Value:+1.0;Growth:-0.6;Quality:+0.5;Size:-0.7;Momentum:-0.3;LowVol:-0.5 | NoDerivatives | 7 | 30 | 5.1 | trailing 10% | 110 | 16.3 | Sideways | 14.4 | 4.36 | 3.5 | 140 | 16 | 62 | 45 | false | Rebalance | Shift +1% to bonds from equity | 34 | 5 | BrokerB | LMT | 95 | null | null | Normal monitoring | 75 | 7 | 39 | 4 | false | Increase defensive factor exposure |
P7936 | Cautious | 401k | USD | 2024-09-11 | 249,926 | 38,291 | 211,635 | 1 | 51.9 | 35.5 | 0 | 12.6 | XLF:30.7%;VOO:34.7%;BND:34.7% | US:64.2;EU:17.0;APAC:9.2;EM:9.4;Other:0.2 | Value:+0.2;Growth:-0.5;Quality:-0.2;Size:+0.2;Momentum:+0.5;LowVol:+0.8 | ESGOnly;MaxPos5%;NoMargin | 10 | 25 | 4.6 | trailing 8% | 100 | 16.4 | Bull | 17.2 | 4.62 | 2.1 | 74 | 64 | 88 | 47 | false | Sell | Trim extended winner -1% | 33 | 14 | BrokerD | LMT | 89 | null | null | Normal monitoring | -30 | -37 | 61 | 4 | false | Tax-aware sells next window |
P7937 | Opportunistic | IRA | USD | 2024-10-17 | 1,171,803 | 74,834 | 1,096,969 | 1.07 | 63.8 | 18.9 | 10.8 | 6.5 | TLT:21.3%;MUB:21.3%;IEF:17.3%;AMZN:21.3%;VNQ:8.0%;BRK.B:10.7% | US:71.7;EU:15.9;APAC:5.7;EM:3.7;Other:3.0 | Value:+1.0;Growth:+0.8;Quality:+1.0;Size:+0.8;Momentum:-0.0;LowVol:+0.1 | MaxPos5% | 7 | 25 | 4.3 | trailing 7% | 244 | 25 | Volatile | 30.1 | 3.61 | 3.1 | 113 | 30 | 74 | 71 | true | Hedge | Buy index puts 1% notional | -6 | -9 | BrokerA | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 115 | -43 | 172 | 3 | false | Tighten stops on momentum names |
P7938 | Opportunistic | Roth | USD | 2025-01-19 | 926,758 | 71,047 | 855,711 | 1 | 67.9 | 13.7 | 10.7 | 7.8 | XLF:20.9%;VTI:21.9%;AAPL:8.7%;MSFT:11.4%;VNQ:21.9%;AMZN:15.2% | US:68.5;EU:10.3;APAC:8.5;EM:8.3;Other:4.4 | Value:+0.4;Growth:+0.1;Quality:+0.7;Size:+0.2;Momentum:-0.1;LowVol:+0.9 | NoDerivatives | 6 | 25 | 5.1 | trailing 9% | 261 | 26 | Bull | 15.6 | 4.48 | 3.3 | 88 | 88 | 100 | 61 | false | Hedge | Add TLT +1% as duration hedge | -15 | 3 | BrokerA | MKT | 94 | null | null | Normal monitoring | 17 | -9 | 137 | 3 | false | Increase defensive factor exposure |
P7939 | Opportunistic | Trust | USD | 2024-08-28 | 1,478,102 | 91,665 | 1,386,437 | 1.16 | 70.1 | 19.9 | 4.3 | 5.7 | XLF:23.6%;GLD:11.2%;TSLA:18.9%;HYG:23.6%;IEF:22.7% | US:68.8;EU:15.4;APAC:5.8;EM:8.7;Other:1.3 | Value:-0.8;Growth:-0.5;Quality:+0.1;Size:+0.2;Momentum:-0.8;LowVol:+0.3 | MaxPos8% | 6 | 35 | 5.4 | trailing 9% | 205 | 20.2 | Bull | 17.7 | 4.31 | 3.2 | 105 | 24 | 55 | 65 | false | Sell | Trim extended winner -1% | -13 | 10 | BrokerD | LMT | 94 | null | null | Normal monitoring | 35 | -19 | 29 | 3 | false | Monitor dispersion and breadth |
P7940 | Active | 401k | USD | 2025-04-16 | 2,027,561 | 204,867 | 1,822,694 | 1 | 60 | 22.6 | 8 | 9.4 | TSLA:22.4%;HYG:18.9%;MSFT:22.4%;XLF:18.3%;BRK.B:17.9% | US:70.3;EU:16.8;APAC:5.4;EM:6.8;Other:0.7 | Value:-0.1;Growth:+0.1;Quality:-0.6;Size:+0.7;Momentum:-0.6;LowVol:+1.0 | null | 10 | 35 | 5 | trailing 9% | 167 | 27.5 | Volatile | 24.6 | 3.63 | 3 | 128 | 17 | 60 | 72 | true | Hedge | Buy index puts 1% notional | -8 | -20 | BrokerD | VWAP | 94 | VAR>budget | Reduce | Risk above budget threshold | 69 | -26 | 128 | 4 | true | Tighten stops on momentum names |
P7941 | Hands-off | Trust | USD | 2025-12-02 | 403,458 | 27,843 | 375,615 | 1 | 71.3 | 16.2 | 3.9 | 8.6 | XLF:10.1%;AMZN:19.3%;VOO:11.3%;TSLA:16.0%;BRK.B:21.6%;VNQ:21.6% | US:78.5;EU:6.9;APAC:7.4;EM:4.0;Other:3.3 | Value:+0.1;Growth:+0.7;Quality:-0.6;Size:-0.8;Momentum:-0.3;LowVol:+1.0 | ESGOnly | 8 | 35 | 5.8 | trailing 10% | 168 | 16.5 | Bull | 11.1 | 3.8 | 2.1 | 78 | 31 | 52 | 45 | false | Rebalance | Shift +1% to bonds from equity | -8 | -26 | BrokerB | MKT | 93 | null | null | Normal monitoring | 115 | 14 | 225 | 5 | false | Within IPS guidelines |
P7942 | Opportunistic | IRA | USD | 2025-01-12 | 1,591,309 | 131,262 | 1,460,047 | 1 | 72.8 | 12.7 | 7.2 | 7.3 | HYG:27.1%;TSLA:27.1%;QQQ:27.1%;TLT:18.8% | US:73.6;EU:6.9;APAC:9.4;EM:6.3;Other:3.8 | Value:+0.1;Growth:-0.9;Quality:-0.1;Size:-0.6;Momentum:-0.9;LowVol:+0.2 | null | 8 | 35 | 6.4 | hard 12% | 263 | 22.8 | Sideways | 14.7 | 3.57 | 2.7 | 98 | -21 | 47 | 43 | false | NoAction | Within bands; monitor | 28 | -2 | BrokerD | LMT | 100 | null | null | Normal monitoring | 13 | -6 | 128 | 4 | false | Monitor dispersion and breadth |
P7943 | Active | 401k | USD | 2024-08-17 | 1,900,626 | 160,791 | 1,739,835 | 1 | 51.4 | 22.8 | 19.4 | 6.4 | AAPL:22.3%;MUB:10.6%;VOO:17.6%;VNQ:8.6%;XLF:22.3%;GLD:18.5% | US:64.9;EU:9.2;APAC:12.5;EM:11.3;Other:2.0 | Value:+0.8;Growth:+0.6;Quality:-0.2;Size:-0.8;Momentum:-0.3;LowVol:-0.9 | NoDerivatives | 7 | 30 | 4.9 | hard 12% | 202 | 24.1 | Sideways | 18.5 | 4.13 | 2.7 | 110 | 49 | 64 | 52 | false | Hedge | Add TLT +1% as duration hedge | 22 | 11 | BrokerD | LMT | 92 | null | null | Normal monitoring | 63 | -49 | 163 | 3 | false | Monitor dispersion and breadth |
P7944 | Hands-off | IRA | USD | 2025-02-16 | 171,212 | 9,836 | 161,376 | 1 | 64 | 17 | 13.8 | 5.2 | BND:33.3%;MSFT:33.3%;BRK.B:33.3% | US:67.4;EU:6.4;APAC:13.9;EM:7.9;Other:4.3 | Value:+0.6;Growth:+0.7;Quality:+0.6;Size:+0.7;Momentum:-0.8;LowVol:-0.6 | ESGOnly;NoDerivatives | 6 | 35 | 3.2 | hard 10% | 153 | 14.7 | Bull | 16.5 | 4.4 | 2.6 | 80 | 41 | 70 | 60 | false | Buy | Add to core equity +1% | -7 | -13 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 37 | -18 | 38 | 3 | false | Tighten stops on momentum names |
P7945 | Opportunistic | Trust | USD | 2025-02-18 | 1,326,217 | 58,744 | 1,267,473 | 1 | 74.9 | 11.5 | 7 | 6.7 | MSFT:28.0%;MUB:16.0%;HYG:28.0%;TSLA:28.0% | US:59.3;EU:12.2;APAC:14.4;EM:12.7;Other:1.4 | Value:+0.3;Growth:-0.2;Quality:-0.1;Size:-0.9;Momentum:-0.6;LowVol:+0.1 | null | 8 | 35 | 6.7 | trailing 9% | 181 | 30.4 | Bull | 12 | 4.52 | 2.2 | 96 | 65 | 78 | 45 | false | Sell | Trim extended winner -1% | 0 | -22 | BrokerC | MKT | 97 | null | null | Normal monitoring | 116 | -33 | 111 | 4 | false | Monitor dispersion and breadth |
P7946 | Hands-off | Roth | USD | 2025-04-07 | 877,356 | 61,058 | 816,298 | 1 | 67 | 23.4 | 0 | 9.6 | GLD:33.3%;IEF:33.3%;XLF:33.3% | US:64.1;EU:11.5;APAC:12.6;EM:7.6;Other:4.1 | Value:-0.0;Growth:-0.4;Quality:+0.1;Size:+0.9;Momentum:-0.6;LowVol:-0.3 | ESGOnly;NoDerivatives | 6 | 35 | 3.3 | trailing 8% | 152 | 14.2 | Bull | 12.4 | 3.55 | 3.3 | 83 | 114 | 100 | 48 | true | Reduce | Cut high-beta by 2-3%, add cash | -10 | -21 | BrokerC | LMT | 95 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 58 | -31 | 162 | 3 | false | Tighten stops on momentum names |
P7947 | Opportunistic | Trust | USD | 2025-02-09 | 1,467,799 | 116,616 | 1,351,183 | 1.1 | 73.1 | 19.1 | 0 | 7.8 | GLD:21.0%;XLF:21.0%;AAPL:20.3%;QQQ:19.2%;VNQ:18.5% | US:64.0;EU:9.3;APAC:10.0;EM:11.7;Other:5.0 | Value:-0.5;Growth:-0.8;Quality:+0.9;Size:+0.5;Momentum:-0.9;LowVol:+0.6 | null | 10 | 30 | 5.5 | trailing 7% | 206 | 22.9 | Volatile | 25.1 | 4.25 | 4 | 172 | -18 | 55 | 65 | false | Rebalance | Shift +1% to bonds from equity | 34 | -3 | BrokerB | LMT | 95 | null | null | Normal monitoring | 30 | -7 | 70 | 3 | false | Increase defensive factor exposure |
P7948 | Hands-off | IRA | USD | 2025-11-02 | 891,150 | 55,283 | 835,867 | 1 | 58.7 | 27.7 | 6.7 | 7 | VTI:25.8%;HYG:22.6%;TSLA:25.8%;MUB:25.8% | US:66.9;EU:14.1;APAC:7.7;EM:7.7;Other:3.5 | Value:-1.0;Growth:+0.9;Quality:-0.4;Size:+0.4;Momentum:-0.0;LowVol:+0.7 | null | 10 | 30 | 5.7 | trailing 8% | 164 | 14 | Sideways | 15.6 | 3.93 | 2.7 | 133 | 39 | 84 | 52 | false | Rebalance | Shift +1% to bonds from equity | 31 | 7 | BrokerC | LMT | 95 | null | null | Normal monitoring | 43 | -15 | 61 | 4 | false | Tax-aware sells next window |
P7949 | Hands-off | Roth | USD | 2024-08-05 | 835,779 | 77,440 | 758,339 | 1 | 69 | 22.9 | 2.8 | 5.3 | MUB:17.4%;AMZN:27.5%;TLT:27.5%;TSLA:27.5% | US:57.7;EU:10.9;APAC:15.0;EM:12.5;Other:3.9 | Value:+0.4;Growth:+0.3;Quality:-1.0;Size:+0.7;Momentum:-0.7;LowVol:-0.8 | ESGOnly | 5 | 30 | 4.1 | trailing 8% | 93 | 12 | Volatile | 32 | 4.96 | 2.8 | 159 | 12 | 46 | 79 | true | Hedge | Buy index puts 1% notional | 6 | -35 | BrokerC | MKT | 90 | VAR>budget | Pause | Risk above budget threshold | 55 | -28 | 106 | 5 | false | Tighten stops on momentum names |
P7950 | Active | Trust | USD | 2024-07-12 | 2,004,213 | 126,074 | 1,878,139 | 1 | 61.3 | 28.9 | 4 | 5.8 | VNQ:27.6%;TLT:27.6%;VTI:27.6%;HYG:17.2% | US:67.8;EU:13.9;APAC:9.9;EM:4.0;Other:4.5 | Value:+0.1;Growth:-0.6;Quality:+0.1;Size:+0.5;Momentum:-0.5;LowVol:+0.9 | NoDerivatives | 10 | 35 | 5.7 | trailing 9% | 198 | 19.5 | Volatile | 30.2 | 5.35 | 3 | 113 | -6 | 39 | 86 | true | Hedge | Buy index puts 1% notional | 34 | -32 | BrokerC | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 97 | -38 | 199 | 3 | false | Tighten stops on momentum names |
P7951 | Cautious | Trust | USD | 2025-02-15 | 632,685 | 58,755 | 573,930 | 1 | 46 | 37.6 | 0 | 16.3 | BND:37.1%;MUB:37.1%;GLD:25.9% | US:72.5;EU:11.5;APAC:5.2;EM:8.2;Other:2.6 | Value:+0.5;Growth:-0.4;Quality:-0.2;Size:-0.5;Momentum:+0.2;LowVol:-0.9 | ESGOnly;NoDerivatives;NoMargin | 7 | 35 | 5.7 | trailing 10% | 95 | 16.7 | Bear | 25.3 | 3.19 | 1.6 | 209 | -56 | 35 | 53 | false | Rebalance | Shift +1% to bonds from equity | 34 | 13 | BrokerC | MKT | 100 | null | null | Normal monitoring | 85 | -49 | 220 | 5 | false | Monitor dispersion and breadth |
P7952 | Active | Trust | USD | 2024-08-06 | 869,823 | 67,029 | 802,794 | 1 | 60.1 | 27.1 | 6.2 | 6.6 | VOO:22.1%;TSLA:21.3%;GLD:13.3%;AAPL:22.1%;VTI:21.2% | US:73.7;EU:10.3;APAC:6.3;EM:6.7;Other:3.0 | Value:+0.8;Growth:-0.5;Quality:-0.0;Size:-0.0;Momentum:-1.0;LowVol:+0.3 | null | 6 | 35 | 5.2 | trailing 8% | 221 | 22.3 | Bear | 32.7 | 3.35 | 1.3 | 166 | -40 | 42 | 88 | true | Hedge | Buy index puts 1% notional | -1 | -7 | BrokerD | LMT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 86 | -1 | 193 | 3 | false | Monitor dispersion and breadth |
P7953 | Hands-off | IRA | USD | 2025-01-20 | 631,465 | 40,779 | 590,686 | 1 | 64.1 | 22.3 | 5.1 | 8.5 | VOO:33.3%;TSLA:33.3%;BND:33.3% | US:62.8;EU:16.0;APAC:11.6;EM:5.7;Other:3.9 | Value:-0.0;Growth:-0.5;Quality:+0.6;Size:+0.4;Momentum:-1.0;LowVol:-0.9 | ESGOnly | 5 | 30 | 3 | trailing 8% | 167 | 15.7 | Volatile | 27.8 | 4.1 | 4.2 | 131 | -12 | 52 | 75 | true | Rebalance | Rebalance back to target bands | -11 | -10 | BrokerB | LMT | 85 | VAR>budget | TightenStops | Risk above budget threshold | 13 | -46 | 32 | 3 | false | Monitor dispersion and breadth |
P7954 | Active | Taxable | USD | 2025-03-26 | 1,319,899 | 86,934 | 1,232,965 | 1.17 | 59.2 | 28.3 | 7 | 5.6 | HYG:26.0%;VTI:27.0%;VNQ:20.1%;VOO:27.0% | US:66.0;EU:18.1;APAC:12.4;EM:3.5;Other:0.0 | Value:+0.8;Growth:0.0;Quality:+0.9;Size:+0.9;Momentum:+0.7;LowVol:-0.9 | MaxPos5% | 10 | 35 | 5.3 | hard 12% | 122 | 22 | Volatile | 25.3 | 4.65 | 4.1 | 130 | 69 | 99 | 75 | true | Hedge | Buy index puts 1% notional | 4 | -40 | BrokerA | LMT | 97 | VAR>budget | Hedge | Risk above budget threshold | 49 | -33 | 72 | 5 | false | Tax-aware sells next window |
P7955 | Active | Taxable | USD | 2025-03-13 | 2,272,038 | 148,220 | 2,123,818 | 1.17 | 56.4 | 26.5 | 11.5 | 5.6 | GLD:33.3%;TSLA:33.3%;VTI:33.3% | US:59.1;EU:19.3;APAC:6.6;EM:11.8;Other:3.2 | Value:-0.4;Growth:0.0;Quality:0.0;Size:-0.4;Momentum:-0.7;LowVol:-0.9 | MaxPos5% | 8 | 35 | 4.6 | trailing 8% | 130 | 20.5 | Bull | 11.4 | 4.53 | 2.5 | 75 | 77 | 96 | 26 | false | Sell | Trim extended winner -1% | 4 | -14 | BrokerB | MKT | 89 | null | null | Normal monitoring | 82 | 7 | 44 | 3 | false | Tighten stops on momentum names |
P7956 | Opportunistic | Taxable | USD | 2025-07-07 | 1,088,241 | 89,456 | 998,785 | 1.05 | 66.4 | 12.8 | 15.5 | 5.3 | MUB:25.5%;QQQ:25.5%;VTI:13.7%;XLF:25.5%;IEF:9.8% | US:73.5;EU:9.5;APAC:7.9;EM:5.5;Other:3.6 | Value:+0.3;Growth:-0.0;Quality:+0.4;Size:-0.8;Momentum:+0.3;LowVol:-0.9 | MaxPos7%;NoDerivatives | 8 | 35 | 6.7 | trailing 7% | 192 | 31 | Volatile | 22.2 | 3.82 | 2.8 | 120 | -11 | 29 | 73 | true | Rebalance | Rebalance back to target bands | -8 | -29 | BrokerB | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -43 | -29 | -2 | 5 | false | Tax-aware sells next window |
P7957 | Active | Trust | USD | 2024-11-20 | 1,948,269 | 120,743 | 1,827,526 | 1 | 58.6 | 29.2 | 5.3 | 6.9 | TLT:9.0%;XLF:22.7%;AAPL:22.7%;BND:22.7%;HYG:22.7% | US:69.1;EU:5.9;APAC:9.9;EM:11.4;Other:3.8 | Value:+0.2;Growth:+0.4;Quality:0.0;Size:+0.2;Momentum:+0.7;LowVol:-0.7 | MaxPos8%;NoDerivatives | 6 | 35 | 6 | trailing 8% | 180 | 18 | Volatile | 26.3 | 3.5 | 4 | 150 | -44 | 28 | 65 | false | Hedge | Add TLT +1% as duration hedge | 4 | -26 | BrokerA | VWAP | 88 | null | null | Normal monitoring | 97 | -60 | 188 | 3 | false | Tighten stops on momentum names |
P7958 | Hands-off | 401k | USD | 2024-09-17 | 463,769 | 28,057 | 435,712 | 1 | 66 | 25.6 | 0.5 | 7.9 | MUB:35.3%;TSLA:35.3%;AMZN:29.3% | US:62.0;EU:16.8;APAC:12.7;EM:3.3;Other:5.3 | Value:+0.8;Growth:-0.5;Quality:+0.7;Size:-0.4;Momentum:+0.3;LowVol:+0.6 | ESGOnly;MaxPos6% | 10 | 25 | 4.6 | trailing 10% | 167 | 18.5 | Bear | 29.6 | 3.21 | 2.2 | 218 | -20 | 47 | 81 | true | Hedge | Buy index puts 1% notional | 16 | -34 | BrokerD | MKT | 98 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -49 | -45 | -9 | 5 | false | Within IPS guidelines |
P7959 | Systematic | Trust | USD | 2025-11-12 | 1,554,365 | 105,869 | 1,448,496 | 1 | 61.2 | 20.7 | 10 | 8.1 | VOO:15.9%;BRK.B:12.0%;GLD:11.2%;TSLA:22.1%;AAPL:22.1%;VTI:16.8% | US:72.6;EU:7.7;APAC:11.7;EM:4.9;Other:3.0 | Value:-0.5;Growth:+0.7;Quality:+0.4;Size:+0.9;Momentum:-0.2;LowVol:+0.3 | null | 7 | 25 | 4.8 | trailing 8% | 180 | 26.6 | Volatile | 20.9 | 3.9 | 3.7 | 140 | -1 | 44 | 57 | false | Rebalance | Shift +1% to bonds from equity | 28 | -22 | BrokerD | MKT | 94 | null | null | Normal monitoring | 89 | 19 | 191 | 5 | false | Monitor dispersion and breadth |
P7960 | Opportunistic | 401k | USD | 2024-09-20 | 340,471 | 19,600 | 320,871 | 1.12 | 61.7 | 10.8 | 22.2 | 5.3 | XLF:34.0%;BRK.B:34.0%;IEF:32.0% | US:66.3;EU:18.0;APAC:6.6;EM:9.0;Other:0.1 | Value:-0.7;Growth:-0.2;Quality:-0.3;Size:-1.0;Momentum:+0.8;LowVol:+0.8 | NoDerivatives | 7 | 30 | 6.3 | hard 12% | 272 | 22.8 | Bull | 17.6 | 4.55 | 3.1 | 81 | 49 | 87 | 48 | false | Buy | Add to core equity +1% | -9 | -31 | BrokerA | LMT | 94 | null | null | Normal monitoring | 19 | -22 | -21 | 4 | false | Monitor dispersion and breadth |
P7961 | Hands-off | Taxable | USD | 2024-09-04 | 428,069 | 20,848 | 407,221 | 1 | 66.9 | 16.4 | 7 | 9.6 | QQQ:32.7%;MSFT:33.6%;IEF:33.6% | US:73.4;EU:6.8;APAC:10.7;EM:8.7;Other:0.4 | Value:+0.2;Growth:+0.6;Quality:+0.6;Size:0.0;Momentum:-0.1;LowVol:+0.8 | MaxPos8%;NoDerivatives | 10 | 25 | 3.3 | trailing 8% | 90 | 13.8 | Volatile | 20.6 | 3.83 | 4.2 | 162 | -9 | 31 | 67 | false | Rebalance | Shift +1% to bonds from equity | 1 | -17 | BrokerB | MKT | 95 | null | null | Normal monitoring | -53 | -18 | -82 | 4 | false | Monitor dispersion and breadth |
P7962 | Active | 401k | USD | 2025-06-02 | 1,263,389 | 93,417 | 1,169,972 | 1 | 53.7 | 21.9 | 18.6 | 5.7 | AAPL:27.4%;TSLA:27.4%;AMZN:27.4%;QQQ:17.7% | US:71.9;EU:6.7;APAC:11.6;EM:8.2;Other:1.6 | Value:-0.9;Growth:+0.6;Quality:+0.8;Size:+0.7;Momentum:+0.5;LowVol:+0.6 | MaxPos7% | 5 | 35 | 4.6 | trailing 9% | 211 | 18.4 | Bull | 17.5 | 4.15 | 3.1 | 116 | 66 | 78 | 53 | false | Rebalance | Shift +1% to bonds from equity | -13 | 5 | BrokerC | LMT | 94 | null | null | Normal monitoring | -50 | -54 | -80 | 3 | false | Tighten stops on momentum names |
P7963 | Hands-off | Trust | USD | 2024-11-23 | 440,237 | 42,935 | 397,302 | 1 | 66 | 26.6 | 0 | 7.4 | GLD:27.0%;AAPL:20.6%;BND:27.0%;QQQ:25.5% | US:70.3;EU:6.1;APAC:12.8;EM:9.1;Other:1.7 | Value:-0.3;Growth:-0.1;Quality:+0.7;Size:-0.1;Momentum:-0.8;LowVol:-0.4 | ESGOnly | 8 | 25 | 5.1 | trailing 8% | 130 | 13.2 | Bull | 12.3 | 3.64 | 2.8 | 112 | 49 | 84 | 49 | false | Rebalance | Shift +1% to bonds from equity | -9 | -21 | BrokerA | LMT | 95 | null | null | Normal monitoring | 35 | -56 | 161 | 4 | false | Tighten stops on momentum names |
P7964 | Hands-off | IRA | USD | 2025-08-05 | 447,955 | 34,420 | 413,535 | 1 | 56.6 | 29.5 | 6 | 8 | QQQ:33.3%;VTI:33.3%;TLT:33.3% | US:69.7;EU:14.0;APAC:6.2;EM:10.0;Other:0.1 | Value:+0.2;Growth:+0.7;Quality:+0.4;Size:+0.2;Momentum:-0.9;LowVol:+0.6 | ESGOnly;MaxPos8% | 5 | 35 | 4.8 | hard 10% | 134 | 14.8 | Bear | 24.1 | 3.51 | 1.9 | 139 | -100 | 10 | 71 | true | Rebalance | Rebalance back to target bands | 21 | -32 | BrokerD | LMT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 99 | -50 | 215 | 3 | false | Tax-aware sells next window |
P7965 | Cautious | Roth | USD | 2024-07-05 | 718,853 | 114,789 | 604,064 | 1 | 48.5 | 37.1 | 0 | 14.4 | TLT:22.6%;AAPL:13.8%;XLF:22.6%;VNQ:22.6%;VOO:18.4% | US:69.9;EU:9.1;APAC:11.8;EM:5.4;Other:3.8 | Value:+0.6;Growth:+0.2;Quality:+0.1;Size:-0.4;Momentum:-0.8;LowVol:-0.8 | NoDerivatives;NoMargin | 8 | 25 | 4.5 | trailing 10% | 96 | 16.5 | Bear | 26.9 | 3.79 | 2.6 | 188 | 26 | 78 | 60 | false | Buy | Add to core equity +1% | 32 | -15 | BrokerB | MKT | 88 | null | null | Normal monitoring | 112 | 13 | 102 | 4 | false | Monitor dispersion and breadth |
P7966 | Active | IRA | USD | 2025-01-28 | 1,070,125 | 108,833 | 961,292 | 1 | 53.3 | 28.1 | 9 | 9.7 | TLT:20.6%;HYG:28.1%;BRK.B:23.1%;MUB:28.1% | US:73.0;EU:10.3;APAC:9.5;EM:4.0;Other:3.1 | Value:-0.9;Growth:+0.1;Quality:+0.5;Size:+0.2;Momentum:+0.2;LowVol:+0.4 | MaxPos8% | 7 | 30 | 5 | trailing 9% | 141 | 19.9 | Volatile | 31.1 | 4.74 | 2.1 | 135 | -60 | 21 | 81 | true | Hedge | Buy index puts 1% notional | 5 | 8 | BrokerD | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -3 | -54 | 95 | 3 | false | Within IPS guidelines |
P7967 | Systematic | 401k | USD | 2025-02-01 | 506,093 | 38,730 | 467,363 | 1 | 57.8 | 27.8 | 6.1 | 8.3 | BRK.B:22.4%;TLT:22.4%;XLF:11.2%;AAPL:22.4%;IEF:21.7% | US:61.4;EU:12.1;APAC:13.4;EM:10.8;Other:2.3 | Value:-0.5;Growth:+0.3;Quality:-0.1;Size:-0.9;Momentum:-0.2;LowVol:-0.2 | null | 10 | 25 | 4.4 | hard 12% | 139 | 23.1 | Bear | 31.7 | 3.17 | 2.7 | 162 | 8 | 64 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | 2 | BrokerC | MKT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 107 | -49 | 124 | 5 | false | Tax-aware sells next window |
P7968 | Systematic | Trust | USD | 2025-10-31 | 455,397 | 30,914 | 424,483 | 1 | 64.6 | 23.8 | 2 | 9.6 | AMZN:16.9%;VNQ:21.1%;TSLA:8.7%;TLT:21.1%;HYG:19.2%;GLD:13.0% | US:62.8;EU:17.2;APAC:11.1;EM:4.6;Other:4.3 | Value:+0.4;Growth:+0.4;Quality:-0.6;Size:+0.2;Momentum:+0.3;LowVol:-0.6 | MaxPos6%;NoDerivatives | 7 | 30 | 4.6 | trailing 9% | 187 | 18.4 | Bull | 13.6 | 4.34 | 3.1 | 107 | 111 | 92 | 41 | false | NoAction | Within bands; monitor | -2 | 6 | BrokerD | LMT | 89 | null | null | Normal monitoring | 1 | -16 | 128 | 3 | false | Tighten stops on momentum names |
P7969 | Hands-off | Trust | USD | 2024-09-26 | 174,293 | 11,452 | 162,841 | 1 | 56.3 | 22.7 | 14.6 | 6.3 | TLT:29.0%;GLD:12.9%;IEF:29.0%;MSFT:29.0% | US:79.0;EU:8.7;APAC:7.5;EM:4.7;Other:0.1 | Value:+0.5;Growth:0.0;Quality:-0.3;Size:-0.5;Momentum:-0.2;LowVol:+0.4 | ESGOnly;MaxPos5%;NoDerivatives | 6 | 25 | 4.7 | hard 10% | 142 | 13.8 | Volatile | 25.9 | 5.37 | 3.7 | 180 | 44 | 59 | 65 | false | Buy | Add to core equity +1% | 14 | -33 | BrokerB | MKT | 88 | null | null | Normal monitoring | 37 | -58 | 53 | 3 | false | Monitor dispersion and breadth |
P7970 | Active | IRA | USD | 2025-05-25 | 799,645 | 74,479 | 725,166 | 1 | 63.6 | 28.4 | 1.4 | 6.6 | VOO:20.9%;QQQ:21.3%;BND:15.8%;VTI:21.3%;TLT:20.8% | US:73.8;EU:7.1;APAC:7.1;EM:7.8;Other:4.2 | Value:+0.4;Growth:+0.4;Quality:+0.5;Size:+0.4;Momentum:-0.4;LowVol:-0.8 | null | 8 | 30 | 4.5 | trailing 8% | 228 | 23.1 | Volatile | 24.1 | 5.1 | 2.6 | 127 | 12 | 70 | 69 | false | Rebalance | Shift +1% to bonds from equity | 17 | -5 | BrokerC | MKT | 85 | null | null | Normal monitoring | 82 | -60 | 144 | 3 | false | Tax-aware sells next window |
P7971 | Opportunistic | Trust | USD | 2025-08-25 | 596,445 | 50,609 | 545,836 | 1 | 63.4 | 19.9 | 11.7 | 5.1 | VTI:22.3%;HYG:22.3%;IEF:22.3%;TLT:17.6%;TSLA:15.6% | US:53.7;EU:14.9;APAC:14.8;EM:12.0;Other:4.6 | Value:+0.8;Growth:+0.7;Quality:-0.7;Size:-0.7;Momentum:+0.7;LowVol:-0.1 | MaxPos5%;NoDerivatives | 5 | 30 | 4.1 | hard 12% | 259 | 23.2 | Bull | 14.2 | 4.41 | 3 | 79 | 9 | 48 | 54 | false | Buy | Add to core equity +1% | 27 | -6 | BrokerD | MKT | 85 | null | null | Normal monitoring | -12 | -2 | 60 | 5 | false | Increase defensive factor exposure |
P7972 | Systematic | Trust | USD | 2025-04-30 | 1,580,036 | 106,236 | 1,473,800 | 1 | 64.3 | 26.7 | 0 | 9 | IEF:20.5%;AMZN:26.5%;VOO:26.5%;BND:26.5% | US:66.8;EU:12.1;APAC:12.6;EM:6.2;Other:2.3 | Value:-0.1;Growth:-0.5;Quality:+0.7;Size:-0.7;Momentum:-0.8;LowVol:-0.5 | NoDerivatives | 6 | 25 | 5.6 | trailing 9% | 134 | 23.6 | Bear | 27.2 | 4.38 | 2.8 | 179 | -23 | 25 | 65 | false | Rebalance | Shift +1% to bonds from equity | 13 | 2 | BrokerD | VWAP | 96 | null | null | Normal monitoring | 42 | -39 | 168 | 4 | false | Tighten stops on momentum names |
P7973 | Cautious | Roth | USD | 2024-10-09 | 716,094 | 68,105 | 647,989 | 1 | 37.2 | 32.7 | 19.7 | 10.4 | GLD:33.3%;AMZN:33.3%;MUB:33.3% | US:78.6;EU:7.4;APAC:7.7;EM:5.7;Other:0.6 | Value:-0.2;Growth:+0.3;Quality:+0.2;Size:-0.7;Momentum:-0.2;LowVol:+1.0 | MaxPos7%;NoDerivatives;NoMargin | 7 | 25 | 5 | trailing 8% | 106 | 15.5 | Sideways | 20.1 | 3.6 | 2.5 | 118 | 19 | 69 | 34 | true | Hedge | Buy index puts 1% notional | 10 | 6 | BrokerD | MKT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -50 | 5 | -57 | 4 | false | Tax-aware sells next window |
P7974 | Cautious | Trust | USD | 2025-07-24 | 465,373 | 44,627 | 420,746 | 1 | 37.3 | 38.9 | 10.5 | 13.2 | QQQ:31.4%;TLT:19.6%;AAPL:17.6%;AMZN:31.4% | US:73.6;EU:5.7;APAC:9.3;EM:7.7;Other:3.6 | Value:-0.2;Growth:-0.4;Quality:+0.9;Size:+0.5;Momentum:-0.5;LowVol:+0.7 | ESGOnly;NoMargin | 10 | 25 | 3.7 | trailing 8% | 110 | 19 | Bull | 17.2 | 3.86 | 2.5 | 87 | 103 | 99 | 33 | true | Reduce | Cut high-beta by 2-3%, add cash | 24 | -23 | BrokerC | MKT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 12 | -49 | -18 | 4 | false | Within IPS guidelines |
P7975 | Hands-off | Trust | USD | 2024-07-26 | 221,463 | 20,731 | 200,732 | 1 | 57.2 | 16.8 | 19.9 | 6.1 | BRK.B:10.7%;AAPL:22.3%;VNQ:22.3%;VOO:22.3%;HYG:22.3% | US:72.0;EU:9.0;APAC:4.9;EM:9.6;Other:4.5 | Value:+0.3;Growth:-0.4;Quality:-1.0;Size:+0.4;Momentum:0.0;LowVol:-0.9 | ESGOnly;MaxPos5%;NoDerivatives | 8 | 35 | 4.5 | hard 10% | 165 | 18.7 | Volatile | 30.9 | 4.71 | 4.2 | 112 | 46 | 67 | 86 | true | Hedge | Buy index puts 1% notional | 4 | 10 | BrokerD | MKT | 100 | VAR>budget | Hedge | Risk above budget threshold | 66 | 18 | 54 | 2 | false | Increase defensive factor exposure |
P7976 | Hands-off | IRA | USD | 2025-10-25 | 421,182 | 37,640 | 383,542 | 1 | 69.5 | 25.5 | 0 | 5 | BND:27.0%;IEF:19.0%;MUB:27.0%;VTI:27.0% | US:69.5;EU:10.3;APAC:5.9;EM:12.3;Other:2.1 | Value:-0.6;Growth:-0.8;Quality:-0.6;Size:+0.5;Momentum:+0.8;LowVol:-0.6 | null | 5 | 30 | 4.9 | trailing 8% | 102 | 15.5 | Volatile | 20.1 | 4.9 | 2.4 | 122 | 33 | 80 | 67 | false | Buy | Add to core equity +1% | 30 | 12 | BrokerC | MKT | 97 | null | null | Normal monitoring | -5 | -28 | 24 | 5 | false | Within IPS guidelines |
P7977 | Hands-off | 401k | USD | 2025-08-19 | 651,459 | 46,634 | 604,825 | 1 | 60.7 | 17.3 | 15.7 | 6.3 | AAPL:25.0%;BRK.B:25.0%;VOO:25.0%;TLT:25.0% | US:76.7;EU:5.8;APAC:9.1;EM:5.4;Other:3.0 | Value:+0.2;Growth:+0.3;Quality:-0.0;Size:+0.6;Momentum:+0.9;LowVol:+0.9 | MaxPos5% | 7 | 30 | 4.3 | trailing 10% | 99 | 19.3 | Volatile | 23.1 | 3.53 | 3.8 | 111 | -13 | 39 | 56 | false | Rebalance | Shift +1% to bonds from equity | 19 | -20 | BrokerC | LMT | 88 | null | null | Normal monitoring | 78 | -50 | 177 | 3 | false | Tighten stops on momentum names |
P7978 | Active | IRA | USD | 2025-07-10 | 1,970,506 | 151,773 | 1,818,733 | 1 | 51.9 | 31.3 | 8.6 | 8.1 | MUB:33.3%;IEF:33.3%;BND:33.3% | US:69.0;EU:9.1;APAC:11.2;EM:8.0;Other:2.7 | Value:+0.5;Growth:-0.1;Quality:-0.2;Size:-0.6;Momentum:-0.5;LowVol:-0.0 | NoDerivatives | 7 | 35 | 5.7 | trailing 9% | 220 | 18.8 | Bull | 16 | 4.15 | 2.5 | 102 | 117 | 100 | 52 | false | NoAction | Within bands; monitor | 17 | 10 | BrokerA | MKT | 0 | null | null | Normal monitoring | -60 | -41 | -81 | 3 | false | Within IPS guidelines |
P7979 | Opportunistic | Taxable | USD | 2025-11-12 | 1,553,345 | 89,329 | 1,464,016 | 1 | 62.6 | 11.1 | 18.6 | 7.6 | AMZN:33.3%;MSFT:33.3%;VNQ:33.3% | US:66.0;EU:12.8;APAC:12.7;EM:5.9;Other:2.6 | Value:+0.2;Growth:+0.3;Quality:-0.7;Size:-0.3;Momentum:+0.5;LowVol:+0.4 | MaxPos5% | 10 | 25 | 6.6 | trailing 7% | 271 | 22.9 | Bear | 34.8 | 4.23 | 2.8 | 176 | -84 | 18 | 90 | true | Hedge | Buy index puts 1% notional | -9 | 3 | BrokerC | VWAP | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 98 | -42 | 219 | 2 | true | Tax-aware sells next window |
P7980 | Opportunistic | Roth | USD | 2025-07-21 | 561,759 | 40,610 | 521,149 | 1 | 76.9 | 13.8 | 4.1 | 5.2 | TSLA:21.8%;AMZN:21.8%;VOO:15.1%;AAPL:21.8%;QQQ:11.6%;BRK.B:7.8% | US:68.0;EU:6.9;APAC:12.7;EM:9.2;Other:3.1 | Value:-0.6;Growth:+0.2;Quality:-0.6;Size:0.0;Momentum:-0.2;LowVol:-0.6 | NoDerivatives | 10 | 25 | 4 | trailing 7% | 260 | 21.3 | Sideways | 19.8 | 4.96 | 2.9 | 107 | 49 | 80 | 57 | false | Rebalance | Shift +1% to bonds from equity | 17 | 1 | BrokerD | MKT | 90 | null | null | Normal monitoring | 42 | -31 | 128 | 3 | false | Monitor dispersion and breadth |
P7981 | Hands-off | Roth | USD | 2025-11-06 | 366,419 | 16,153 | 350,266 | 1 | 69.1 | 24.2 | 0.3 | 6.4 | VTI:22.0%;QQQ:22.0%;AMZN:17.3%;BND:22.0%;VOO:16.8% | US:59.7;EU:16.8;APAC:12.4;EM:9.6;Other:1.5 | Value:+0.7;Growth:+0.2;Quality:+0.3;Size:-0.8;Momentum:+0.6;LowVol:-0.0 | null | 7 | 35 | 4 | trailing 8% | 150 | 13.6 | Volatile | 25.9 | 4.09 | 2.9 | 180 | -19 | 35 | 63 | false | NoAction | Within bands; monitor | 8 | -23 | BrokerC | VWAP | 88 | null | null | Normal monitoring | 78 | -15 | 106 | 5 | false | Within IPS guidelines |
P7982 | Systematic | Taxable | USD | 2024-09-07 | 1,740,638 | 146,673 | 1,593,965 | 1 | 62.3 | 30.7 | 0 | 7.1 | AMZN:22.3%;TSLA:22.3%;MUB:11.5%;QQQ:22.3%;BRK.B:21.6% | US:60.2;EU:13.8;APAC:13.0;EM:9.1;Other:3.9 | Value:-0.1;Growth:+0.9;Quality:-0.5;Size:-0.5;Momentum:-0.6;LowVol:-0.1 | null | 5 | 30 | 5 | hard 12% | 188 | 18.7 | Bear | 28.5 | 4.02 | 1.4 | 134 | -3 | 58 | 83 | true | Hedge | Buy index puts 1% notional | 25 | -34 | BrokerC | MKT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 89 | 12 | 170 | 3 | false | Increase defensive factor exposure |
P7983 | Opportunistic | Taxable | USD | 2025-10-22 | 1,634,639 | 101,995 | 1,532,644 | 1 | 67.5 | 18.5 | 8.8 | 5.1 | VOO:23.0%;AMZN:10.2%;GLD:12.1%;IEF:20.6%;BRK.B:11.2%;HYG:23.0% | US:77.7;EU:6.7;APAC:8.9;EM:5.0;Other:1.7 | Value:+0.7;Growth:-0.3;Quality:-0.9;Size:+0.3;Momentum:+0.9;LowVol:+0.3 | NoDerivatives | 6 | 35 | 4.5 | hard 12% | 243 | 32.3 | Sideways | 16.4 | 4.12 | 3.2 | 116 | -2 | 51 | 58 | false | Rebalance | Shift +1% to bonds from equity | 27 | -36 | BrokerA | MKT | 93 | null | null | Normal monitoring | -58 | -60 | 6 | 3 | false | Tax-aware sells next window |
P7984 | Active | Trust | USD | 2024-11-01 | 2,211,137 | 163,448 | 2,047,689 | 1 | 68 | 21.5 | 4.7 | 5.8 | TSLA:11.3%;MSFT:22.1%;TLT:14.7%;HYG:16.1%;AMZN:21.2%;VOO:14.5% | US:71.1;EU:12.9;APAC:8.7;EM:5.2;Other:2.1 | Value:-0.7;Growth:-0.6;Quality:+0.4;Size:-0.6;Momentum:+0.4;LowVol:-0.7 | MaxPos7% | 7 | 30 | 4.6 | trailing 8% | 198 | 22.6 | Volatile | 31.7 | 5.15 | 2.3 | 142 | -52 | 10 | 90 | true | Hedge | Buy index puts 1% notional | -6 | -38 | BrokerB | MKT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 90 | -39 | 95 | 2 | false | Tax-aware sells next window |
P7985 | Active | 401k | USD | 2025-02-28 | 2,084,774 | 229,428 | 1,855,346 | 1 | 60.6 | 26.1 | 4.3 | 8.9 | MSFT:37.3%;AMZN:25.4%;BND:37.3% | US:60.1;EU:13.7;APAC:7.1;EM:13.8;Other:5.4 | Value:+0.6;Growth:+0.5;Quality:+0.8;Size:-1.0;Momentum:+0.3;LowVol:+0.5 | MaxPos5% | 8 | 30 | 5.3 | trailing 9% | 134 | 20 | Bear | 25.6 | 3.24 | 1.2 | 141 | 37 | 69 | 67 | true | Hedge | Buy index puts 1% notional | 12 | -37 | BrokerD | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 51 | -49 | 96 | 2 | false | Increase defensive factor exposure |
P7986 | Active | Roth | USD | 2025-02-13 | 2,264,653 | 167,303 | 2,097,350 | 1 | 60 | 26.3 | 5 | 8.7 | VTI:33.3%;BND:33.3%;XLF:33.3% | US:67.1;EU:10.1;APAC:11.7;EM:8.5;Other:2.6 | Value:+0.5;Growth:+0.9;Quality:+0.6;Size:+0.5;Momentum:-0.8;LowVol:-0.7 | MaxPos6% | 8 | 30 | 4.2 | trailing 9% | 141 | 17.7 | Bull | 16.4 | 4.81 | 3.1 | 81 | 110 | 100 | 51 | true | Hedge | Buy index puts 1% notional | -2 | -15 | BrokerD | LMT | 90 | VAR>budget | TightenStops | Risk above budget threshold | 86 | -1 | 226 | 2 | false | Within IPS guidelines |
P7987 | Systematic | Trust | USD | 2025-09-17 | 1,622,191 | 84,581 | 1,537,610 | 1 | 64.6 | 28.8 | 0 | 6.6 | BND:26.9%;VOO:19.8%;TSLA:26.9%;QQQ:26.5% | US:70.8;EU:10.8;APAC:6.9;EM:8.2;Other:3.3 | Value:-0.7;Growth:+0.1;Quality:-0.6;Size:0.0;Momentum:+0.2;LowVol:-0.7 | MaxPos8% | 10 | 25 | 4.3 | hard 12% | 212 | 16.6 | Bull | 14.6 | 4.4 | 2.9 | 78 | 76 | 73 | 54 | false | Buy | Add to core equity +1% | 30 | -15 | BrokerB | MKT | 90 | null | null | Normal monitoring | 69 | 17 | 67 | 4 | false | Tax-aware sells next window |
P7988 | Systematic | Roth | USD | 2025-12-15 | 1,869,613 | 120,536 | 1,749,077 | 1 | 56.9 | 29.1 | 7.5 | 6.5 | BND:33.3%;QQQ:33.3%;AAPL:33.3% | US:67.4;EU:18.0;APAC:7.6;EM:4.0;Other:2.9 | Value:+0.8;Growth:-0.0;Quality:+0.9;Size:+0.4;Momentum:-0.4;LowVol:-0.5 | MaxPos8%;NoDerivatives | 10 | 35 | 5.3 | trailing 8% | 158 | 21.3 | Bull | 13.5 | 4.83 | 2.8 | 100 | 87 | 99 | 48 | false | Rebalance | Shift +1% to bonds from equity | 29 | -33 | BrokerC | LMT | 92 | null | null | Normal monitoring | 50 | -5 | 14 | 4 | false | Increase defensive factor exposure |
P7989 | Opportunistic | IRA | USD | 2024-10-09 | 865,955 | 58,460 | 807,495 | 1 | 72.6 | 12.3 | 7.7 | 7.4 | AMZN:25.0%;VOO:25.0%;MUB:25.0%;VTI:25.0% | US:65.1;EU:13.6;APAC:12.4;EM:8.0;Other:0.9 | Value:-0.3;Growth:+0.8;Quality:+0.3;Size:+0.8;Momentum:-0.2;LowVol:0.0 | MaxPos7% | 8 | 30 | 6.2 | hard 12% | 241 | 26.7 | Bull | 16.4 | 4.13 | 2.3 | 97 | 45 | 71 | 63 | false | NoAction | Within bands; monitor | 32 | -19 | BrokerC | LMT | 91 | null | null | Normal monitoring | -48 | -58 | 6 | 5 | false | Within IPS guidelines |
P7990 | Hands-off | IRA | USD | 2025-12-03 | 197,924 | 17,545 | 180,379 | 1 | 59.9 | 20.5 | 10 | 9.7 | MSFT:27.0%;BRK.B:27.0%;XLF:27.0%;TLT:19.0% | US:70.2;EU:11.5;APAC:6.6;EM:8.7;Other:3.0 | Value:+0.1;Growth:+0.5;Quality:-0.1;Size:-0.7;Momentum:+0.6;LowVol:+0.8 | ESGOnly | 7 | 25 | 5.5 | trailing 8% | 127 | 15.8 | Sideways | 17.2 | 4.97 | 2.7 | 113 | 40 | 83 | 41 | false | NoAction | Within bands; monitor | 28 | 4 | BrokerA | MKT | 0 | null | null | Normal monitoring | -39 | -4 | -57 | 4 | false | Increase defensive factor exposure |
P7991 | Systematic | Roth | USD | 2025-03-23 | 1,164,778 | 108,874 | 1,055,904 | 1 | 56.6 | 24.4 | 12.6 | 6.4 | HYG:21.1%;MUB:21.1%;GLD:20.7%;XLF:21.1%;BND:15.8% | US:60.9;EU:18.0;APAC:11.1;EM:5.1;Other:4.9 | Value:+0.8;Growth:-0.9;Quality:-0.5;Size:-0.9;Momentum:-1.0;LowVol:+0.9 | MaxPos8% | 6 | 25 | 5.1 | hard 12% | 220 | 18.3 | Bull | 11.6 | 4.07 | 2.6 | 84 | 101 | 100 | 42 | false | Buy | Add to core equity +1% | 2 | -33 | BrokerD | LMT | 96 | null | null | Normal monitoring | 0 | -1 | 53 | 5 | false | Monitor dispersion and breadth |
P7992 | Hands-off | Trust | USD | 2024-08-13 | 672,316 | 64,295 | 608,021 | 1 | 58.3 | 21.6 | 14.5 | 5.6 | VNQ:28.3%;BND:28.3%;XLF:15.2%;IEF:28.3% | US:66.1;EU:12.4;APAC:8.6;EM:9.0;Other:4.0 | Value:+0.1;Growth:+0.6;Quality:+0.4;Size:+0.9;Momentum:+0.4;LowVol:+0.7 | MaxPos6% | 6 | 25 | 4.5 | hard 10% | 98 | 15.7 | Sideways | 15.5 | 3.51 | 2.9 | 101 | 21 | 69 | 37 | false | Rebalance | Shift +1% to bonds from equity | 8 | 9 | BrokerC | LMT | 87 | null | null | Normal monitoring | 22 | -6 | 15 | 5 | false | Tighten stops on momentum names |
P7993 | Opportunistic | 401k | USD | 2024-12-27 | 1,200,696 | 72,853 | 1,127,843 | 1 | 66.5 | 14.2 | 13.6 | 5.7 | VNQ:21.8%;IEF:21.8%;QQQ:21.8%;MUB:8.4%;AAPL:17.6%;VOO:8.5% | US:67.4;EU:9.8;APAC:14.1;EM:4.8;Other:3.9 | Value:-0.6;Growth:-0.1;Quality:+0.8;Size:+1.0;Momentum:0.0;LowVol:+0.2 | null | 7 | 35 | 6.3 | hard 12% | 270 | 21 | Volatile | 25.2 | 4.44 | 4 | 147 | 6 | 66 | 62 | true | Hedge | Buy index puts 1% notional | 32 | -18 | BrokerD | MKT | 91 | RegimeShift | Pause | Volatility spike and breadth deterioration | -56 | -13 | 68 | 2 | false | Within IPS guidelines |
P7994 | Active | IRA | USD | 2024-10-15 | 1,851,465 | 137,201 | 1,714,264 | 1 | 56 | 26.2 | 9.1 | 8.7 | IEF:28.1%;AAPL:28.1%;BRK.B:15.6%;AMZN:28.1% | US:59.4;EU:17.2;APAC:9.7;EM:9.4;Other:4.2 | Value:-0.3;Growth:+0.4;Quality:+0.8;Size:-1.0;Momentum:-0.4;LowVol:-0.4 | null | 6 | 30 | 5.9 | trailing 8% | 218 | 26 | Volatile | 26.9 | 5.16 | 3.6 | 145 | -42 | 39 | 69 | false | Sell | Trim extended winner -1% | 21 | 8 | BrokerD | LMT | 98 | null | null | Normal monitoring | -33 | -19 | -56 | 5 | false | Tax-aware sells next window |
P7995 | Cautious | Trust | USD | 2025-07-08 | 740,939 | 61,623 | 679,316 | 1 | 38.2 | 35.8 | 9.9 | 16.1 | HYG:15.4%;VOO:18.5%;MUB:17.1%;MSFT:20.5%;XLF:19.8%;BND:8.7% | US:61.7;EU:15.2;APAC:10.5;EM:11.2;Other:1.4 | Value:0.0;Growth:-1.0;Quality:-0.4;Size:+0.6;Momentum:-0.3;LowVol:+0.1 | NoMargin | 6 | 30 | 3.5 | trailing 8% | 116 | 19.2 | Bull | 11.5 | 3.62 | 2.7 | 77 | 115 | 93 | 24 | true | Hedge | Buy index puts 1% notional | 22 | -10 | BrokerD | LMT | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 98 | -44 | 157 | 5 | false | Increase defensive factor exposure |
P7996 | Cautious | Roth | USD | 2025-06-23 | 654,308 | 81,067 | 573,241 | 1 | 42.1 | 39.8 | 7.6 | 10.5 | VTI:20.7%;AAPL:12.8%;VOO:22.3%;TLT:22.0%;BRK.B:22.3% | US:62.4;EU:16.9;APAC:8.6;EM:9.6;Other:2.4 | Value:-0.8;Growth:+0.9;Quality:+0.9;Size:-0.9;Momentum:-0.9;LowVol:+0.5 | NoDerivatives;NoMargin | 8 | 35 | 5.5 | trailing 8% | 93 | 16.9 | Bear | 26.4 | 3.89 | 2.9 | 143 | 28 | 67 | 67 | false | Rebalance | Shift +1% to bonds from equity | -11 | -1 | BrokerC | LMT | 94 | null | null | Normal monitoring | 68 | 18 | 169 | 4 | false | Within IPS guidelines |
P7997 | Cautious | Roth | USD | 2025-07-31 | 264,096 | 21,789 | 242,307 | 1 | 48.5 | 32.2 | 8.5 | 10.8 | BND:23.3%;BRK.B:23.3%;TSLA:23.3%;VOO:17.5%;VNQ:12.5% | US:65.9;EU:9.1;APAC:16.8;EM:4.9;Other:3.3 | Value:-0.4;Growth:+0.4;Quality:-0.2;Size:-0.5;Momentum:+0.9;LowVol:+0.9 | ESGOnly;NoMargin | 6 | 30 | 3.1 | trailing 8% | 136 | 16.3 | Bear | 31.6 | 3.59 | 2.4 | 172 | -35 | 38 | 75 | true | Rebalance | Rebalance back to target bands | 1 | -10 | BrokerB | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | 93 | -20 | 97 | 4 | false | Tighten stops on momentum names |
P7998 | Active | 401k | USD | 2024-11-17 | 2,284,993 | 208,489 | 2,076,504 | 1 | 52.5 | 27.5 | 12.2 | 7.8 | AMZN:13.6%;IEF:23.8%;VNQ:18.4%;QQQ:20.4%;HYG:23.8% | US:58.8;EU:19.0;APAC:11.3;EM:6.2;Other:4.7 | Value:-0.6;Growth:-0.1;Quality:+0.6;Size:-0.6;Momentum:-0.6;LowVol:+0.9 | MaxPos6% | 8 | 30 | 6 | trailing 9% | 182 | 20.6 | Volatile | 21.4 | 5.24 | 2.2 | 156 | 20 | 53 | 46 | false | Rebalance | Shift +1% to bonds from equity | 0 | -15 | BrokerA | MKT | 90 | null | null | Normal monitoring | 42 | -2 | 127 | 5 | false | Monitor dispersion and breadth |
P7999 | Opportunistic | Taxable | USD | 2024-12-08 | 1,186,373 | 82,681 | 1,103,692 | 1 | 73.8 | 21.1 | 0 | 5.1 | VTI:25.0%;XLF:25.0%;HYG:25.0%;MUB:25.0% | US:66.3;EU:9.9;APAC:12.5;EM:9.9;Other:1.3 | Value:-0.5;Growth:+0.9;Quality:+0.6;Size:+0.7;Momentum:-0.4;LowVol:-0.5 | null | 7 | 25 | 4.7 | trailing 9% | 231 | 21.4 | Bull | 17.5 | 4.57 | 3.2 | 105 | 17 | 72 | 52 | false | Rebalance | Shift +1% to bonds from equity | 24 | -8 | BrokerA | MKT | 85 | null | null | Normal monitoring | 112 | -27 | 163 | 5 | false | Increase defensive factor exposure |
P8000 | Cautious | Roth | USD | 2025-06-04 | 796,961 | 114,019 | 682,942 | 1 | 45.9 | 32.5 | 6.2 | 15.4 | VOO:14.5%;TSLA:28.5%;IEF:28.5%;BRK.B:28.5% | US:69.5;EU:11.7;APAC:10.6;EM:7.1;Other:1.1 | Value:-0.1;Growth:-0.0;Quality:+0.8;Size:+0.7;Momentum:+1.0;LowVol:-0.8 | MaxPos7%;NoDerivatives;NoMargin | 10 | 25 | 4.8 | trailing 8% | 127 | 19 | Bear | 25.4 | 3.78 | 2.9 | 157 | 39 | 82 | 63 | false | Buy | Add to core equity +1% | 14 | -25 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 105 | 12 | 199 | 3 | false | Within IPS guidelines |
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