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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8001 | Cautious | Trust | USD | 2025-04-12 | 557,304 | 47,663 | 509,641 | 1 | 52.1 | 36.3 | 1.3 | 10.2 | VNQ:27.3%;MUB:27.3%;QQQ:27.3%;VOO:18.2% | US:72.1;EU:10.2;APAC:7.3;EM:8.5;Other:1.8 | Value:-0.3;Growth:+0.9;Quality:+0.8;Size:+0.8;Momentum:-0.5;LowVol:-1.0 | ESGOnly;MaxPos8%;NoMargin | 8 | 30 | 5.8 | trailing 8% | 109 | 18.9 | Volatile | 25.6 | 4.51 | 3.8 | 150 | -38 | 40 | 72 | true | Hedge | Buy index puts 1% notional | -13 | 15 | BrokerD | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 48 | -60 | 58 | 2 | false | Monitor dispersion and breadth |
P8002 | Opportunistic | 401k | USD | 2024-12-12 | 536,444 | 45,298 | 491,146 | 1 | 76.7 | 11.9 | 4.6 | 6.9 | BND:14.5%;GLD:23.4%;TLT:13.1%;MSFT:23.4%;VTI:15.0%;AAPL:10.6% | US:59.3;EU:18.5;APAC:10.0;EM:8.5;Other:3.8 | Value:-0.6;Growth:-0.4;Quality:-0.2;Size:+0.5;Momentum:+0.9;LowVol:+1.0 | null | 7 | 25 | 5.8 | trailing 9% | 217 | 22.2 | Bear | 32.8 | 3.69 | 2.9 | 192 | 38 | 62 | 92 | true | Hedge | Buy index puts 1% notional | -3 | -28 | BrokerB | MKT | 91 | VAR>budget | Reduce | Risk above budget threshold | 46 | -14 | 66 | 4 | false | Monitor dispersion and breadth |
P8003 | Hands-off | IRA | USD | 2024-08-30 | 780,524 | 62,161 | 718,363 | 1 | 69.7 | 16.7 | 7.4 | 6.2 | VTI:21.0%;BND:19.5%;MUB:23.8%;GLD:23.8%;HYG:11.9% | US:67.7;EU:13.1;APAC:10.9;EM:4.4;Other:3.9 | Value:+0.2;Growth:+0.3;Quality:+0.1;Size:-0.5;Momentum:-0.0;LowVol:-0.3 | ESGOnly | 8 | 35 | 4.8 | trailing 8% | 123 | 19.4 | Bear | 28.4 | 3.18 | 2.6 | 208 | -25 | 34 | 75 | true | Hedge | Buy index puts 1% notional | 34 | -33 | BrokerD | LMT | 88 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 62 | 5 | 42 | 4 | false | Tax-aware sells next window |
P8004 | Opportunistic | Taxable | USD | 2025-05-02 | 814,304 | 28,343 | 785,961 | 1 | 75.8 | 17.8 | 1.7 | 4.7 | AAPL:8.8%;VTI:21.4%;TLT:21.4%;HYG:21.4%;GLD:17.4%;BRK.B:9.7% | US:60.5;EU:22.1;APAC:10.6;EM:6.5;Other:0.3 | Value:-0.5;Growth:-0.7;Quality:+0.4;Size:+0.6;Momentum:-0.9;LowVol:-0.3 | MaxPos5% | 8 | 25 | 4.1 | trailing 9% | 260 | 31.5 | Bull | 15 | 3.72 | 2.5 | 95 | 80 | 100 | 60 | false | NoAction | Within bands; monitor | 31 | -16 | BrokerA | VWAP | 93 | null | null | Normal monitoring | -28 | -43 | 75 | 3 | false | Tax-aware sells next window |
P8005 | Cautious | Trust | USD | 2025-01-21 | 670,545 | 104,898 | 565,647 | 1 | 47.2 | 35.8 | 4.5 | 12.5 | XLF:25.1%;GLD:25.1%;IEF:25.1%;VOO:24.6% | US:69.4;EU:12.8;APAC:10.0;EM:5.5;Other:2.3 | Value:+0.6;Growth:+0.4;Quality:+0.5;Size:-0.8;Momentum:-0.6;LowVol:+0.5 | ESGOnly;MaxPos7%;NoMargin | 5 | 35 | 4.3 | hard 10% | 166 | 18.6 | Sideways | 19 | 4 | 2.7 | 128 | 32 | 73 | 55 | false | Rebalance | Shift +1% to bonds from equity | 17 | -28 | BrokerC | MKT | 89 | null | null | Normal monitoring | -18 | -46 | 20 | 4 | false | Increase defensive factor exposure |
P8006 | Hands-off | 401k | USD | 2025-06-29 | 159,950 | 14,482 | 145,468 | 1 | 56.8 | 16.4 | 21.5 | 5.3 | AAPL:28.7%;MUB:35.7%;IEF:35.7% | US:63.6;EU:13.3;APAC:10.5;EM:9.9;Other:2.7 | Value:-0.1;Growth:+0.1;Quality:-0.9;Size:+0.6;Momentum:+0.1;LowVol:+0.8 | null | 10 | 25 | 5.8 | trailing 10% | 98 | 19.4 | Sideways | 14.6 | 4.63 | 3.4 | 132 | 43 | 79 | 33 | false | NoAction | Within bands; monitor | 12 | -11 | BrokerA | MKT | 0 | null | null | Normal monitoring | 65 | -41 | 167 | 5 | false | Tax-aware sells next window |
P8007 | Cautious | Trust | USD | 2025-04-14 | 332,447 | 36,316 | 296,131 | 1 | 38.7 | 30.6 | 17.1 | 13.6 | VOO:15.5%;AAPL:16.2%;MSFT:19.3%;VNQ:21.2%;XLF:21.2%;TLT:6.6% | US:73.8;EU:8.5;APAC:6.3;EM:6.8;Other:4.5 | Value:-0.2;Growth:-0.0;Quality:+0.8;Size:0.0;Momentum:+0.5;LowVol:+0.7 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 6 | 35 | 5.2 | trailing 8% | 131 | 12.1 | Sideways | 15.2 | 4.04 | 3.5 | 115 | 41 | 56 | 30 | false | Rebalance | Shift +1% to bonds from equity | 6 | -27 | BrokerC | MKT | 90 | null | null | Normal monitoring | -5 | -15 | 131 | 5 | false | Tighten stops on momentum names |
P8008 | Systematic | 401k | USD | 2025-04-25 | 1,552,891 | 69,806 | 1,483,085 | 1 | 63.9 | 26.4 | 0 | 9.7 | BRK.B:33.3%;HYG:33.3%;VNQ:33.3% | US:69.1;EU:5.9;APAC:8.0;EM:12.3;Other:4.7 | Value:+0.4;Growth:-0.6;Quality:-0.3;Size:+0.1;Momentum:+0.6;LowVol:+0.7 | null | 6 | 25 | 5.6 | trailing 8% | 182 | 18.6 | Bull | 15.4 | 3.93 | 3.3 | 96 | 94 | 94 | 56 | false | Buy | Add to core equity +1% | 24 | -1 | BrokerB | MKT | 99 | null | null | Normal monitoring | -50 | -8 | -64 | 5 | false | Increase defensive factor exposure |
P8009 | Cautious | Trust | USD | 2025-01-31 | 655,487 | 64,818 | 590,669 | 1 | 44.6 | 40.1 | 0.8 | 14.5 | TSLA:17.1%;XLF:21.8%;VNQ:21.8%;BND:17.6%;AMZN:21.8% | US:65.4;EU:8.6;APAC:14.1;EM:9.7;Other:2.2 | Value:-0.3;Growth:+1.0;Quality:-0.2;Size:+0.9;Momentum:-0.3;LowVol:+0.6 | ESGOnly;NoMargin | 7 | 35 | 5.2 | hard 10% | 126 | 18.7 | Bear | 27.6 | 4.31 | 1.8 | 147 | -99 | 5 | 55 | false | Sell | Trim extended winner -1% | 34 | -27 | BrokerC | LMT | 85 | null | null | Normal monitoring | 107 | -29 | 90 | 5 | false | Monitor dispersion and breadth |
P8010 | Opportunistic | 401k | USD | 2025-11-18 | 790,981 | 24,080 | 766,901 | 1.11 | 69.7 | 12.4 | 13.3 | 4.6 | VNQ:15.8%;TSLA:23.0%;AAPL:15.0%;VTI:23.0%;AMZN:23.0% | US:66.4;EU:18.0;APAC:6.4;EM:5.4;Other:3.8 | Value:+0.8;Growth:-0.4;Quality:+0.8;Size:+0.9;Momentum:-1.0;LowVol:-0.1 | MaxPos6%;NoDerivatives | 6 | 25 | 6.5 | trailing 7% | 209 | 25.9 | Volatile | 27.7 | 3.76 | 2.3 | 139 | 71 | 71 | 80 | true | Hedge | Buy index puts 1% notional | 22 | 12 | BrokerA | LMT | 96 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 87 | -41 | 178 | 5 | true | Tighten stops on momentum names |
P8011 | Cautious | Taxable | USD | 2025-01-06 | 156,973 | 20,858 | 136,115 | 1 | 38.7 | 33.9 | 12 | 15.4 | AAPL:24.2%;IEF:23.8%;AMZN:26.0%;HYG:26.0% | US:64.7;EU:10.4;APAC:11.0;EM:10.6;Other:3.3 | Value:-0.1;Growth:+0.2;Quality:-0.5;Size:+0.8;Momentum:-0.0;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 3.1 | trailing 8% | 95 | 14.8 | Bull | 17.5 | 4.08 | 2.9 | 102 | 81 | 91 | 42 | false | Sell | Trim extended winner -1% | 20 | -2 | BrokerB | MKT | 88 | null | null | Normal monitoring | 11 | -41 | 13 | 3 | false | Increase defensive factor exposure |
P8012 | Active | Taxable | USD | 2025-03-28 | 2,254,216 | 137,864 | 2,116,352 | 1 | 54 | 26 | 14.4 | 5.6 | GLD:33.3%;MSFT:33.3%;QQQ:33.3% | US:70.6;EU:10.0;APAC:11.9;EM:3.5;Other:4.1 | Value:-0.2;Growth:-0.5;Quality:-0.5;Size:-0.1;Momentum:+0.2;LowVol:-0.9 | null | 5 | 30 | 5.5 | trailing 8% | 142 | 19.9 | Bull | 16.5 | 3.57 | 3.1 | 83 | 31 | 53 | 49 | false | Buy | Add to core equity +1% | -9 | -11 | BrokerA | VWAP | 90 | null | null | Normal monitoring | 16 | -41 | 12 | 4 | false | Monitor dispersion and breadth |
P8013 | Cautious | Trust | USD | 2025-07-29 | 782,575 | 103,208 | 679,367 | 1 | 46.2 | 41.8 | 1.4 | 10.7 | TSLA:21.0%;AAPL:21.0%;GLD:19.9%;XLF:15.1%;QQQ:15.1%;HYG:7.9% | US:65.0;EU:14.8;APAC:12.1;EM:6.8;Other:1.3 | Value:+0.5;Growth:0.0;Quality:+0.3;Size:-0.3;Momentum:-0.7;LowVol:-0.0 | ESGOnly;NoMargin | 5 | 35 | 3.3 | trailing 10% | 138 | 18.1 | Volatile | 31 | 5.37 | 3.3 | 178 | -59 | 29 | 79 | true | Hedge | Buy index puts 1% notional | -5 | -31 | BrokerC | LMT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 24 | 17 | 115 | 5 | false | Tighten stops on momentum names |
P8014 | Hands-off | Trust | USD | 2025-10-04 | 713,664 | 51,422 | 662,242 | 1 | 58.6 | 25.4 | 10.7 | 5.3 | XLF:33.3%;VNQ:33.3%;HYG:33.3% | US:62.4;EU:15.5;APAC:13.9;EM:5.1;Other:3.2 | Value:-0.1;Growth:+0.7;Quality:+0.4;Size:-0.5;Momentum:+0.1;LowVol:-0.9 | MaxPos7% | 10 | 30 | 3.9 | trailing 8% | 163 | 13.7 | Sideways | 14.6 | 4.41 | 2.2 | 133 | 8 | 57 | 36 | false | Rebalance | Shift +1% to bonds from equity | 3 | -20 | BrokerD | LMT | 93 | null | null | Normal monitoring | 77 | 4 | 177 | 3 | false | Tax-aware sells next window |
P8015 | Hands-off | Trust | USD | 2024-10-30 | 406,705 | 25,582 | 381,123 | 1 | 66.2 | 22.4 | 5.6 | 5.8 | TLT:33.3%;VTI:33.3%;HYG:33.3% | US:73.3;EU:12.8;APAC:10.0;EM:3.2;Other:0.7 | Value:-0.7;Growth:-0.3;Quality:-0.7;Size:-0.8;Momentum:-0.4;LowVol:-0.5 | ESGOnly | 8 | 35 | 5.9 | trailing 10% | 139 | 15.6 | Bull | 16.7 | 4.78 | 2.7 | 76 | 79 | 77 | 51 | false | Buy | Add to core equity +1% | -9 | -18 | BrokerD | MKT | 86 | null | null | Normal monitoring | 29 | -40 | 126 | 5 | false | Tighten stops on momentum names |
P8016 | Opportunistic | Roth | USD | 2025-12-25 | 996,001 | 55,149 | 940,852 | 1.14 | 72.1 | 20.3 | 0 | 7.7 | HYG:25.0%;AAPL:25.0%;MSFT:25.0%;IEF:25.0% | US:66.9;EU:19.1;APAC:6.8;EM:6.2;Other:1.0 | Value:+0.4;Growth:+0.6;Quality:-0.5;Size:+0.2;Momentum:+0.2;LowVol:-0.7 | MaxPos7% | 10 | 35 | 5.1 | hard 12% | 256 | 22.4 | Sideways | 19.5 | 3.51 | 2.7 | 126 | 11 | 62 | 59 | false | Buy | Add to core equity +1% | -9 | -10 | BrokerD | LMT | 86 | null | null | Normal monitoring | 30 | 2 | 139 | 4 | false | Increase defensive factor exposure |
P8017 | Active | 401k | USD | 2024-07-06 | 2,357,847 | 163,240 | 2,194,607 | 1.17 | 61.1 | 26.8 | 2.9 | 9.2 | HYG:21.8%;MSFT:9.7%;QQQ:21.8%;IEF:21.8%;BRK.B:8.8%;XLF:16.2% | US:63.1;EU:11.7;APAC:11.4;EM:11.8;Other:1.9 | Value:0.0;Growth:+0.7;Quality:-0.8;Size:+0.7;Momentum:-0.4;LowVol:+0.7 | NoDerivatives | 5 | 30 | 4.6 | trailing 9% | 136 | 17.3 | Bull | 14.5 | 4.62 | 3.2 | 95 | 89 | 82 | 41 | false | Buy | Add to core equity +1% | -4 | -33 | BrokerD | LMT | 90 | null | null | Normal monitoring | 106 | -60 | 197 | 5 | false | Within IPS guidelines |
P8018 | Cautious | Taxable | USD | 2025-02-03 | 196,334 | 28,479 | 167,855 | 1 | 41.1 | 32.4 | 15.5 | 11 | TSLA:11.3%;AAPL:19.1%;BRK.B:21.0%;VNQ:24.3%;XLF:24.3% | US:74.7;EU:7.0;APAC:13.4;EM:4.5;Other:0.4 | Value:+0.5;Growth:+0.8;Quality:-0.8;Size:-0.4;Momentum:+0.1;LowVol:0.0 | ESGOnly;MaxPos8%;NoMargin | 10 | 30 | 3.4 | trailing 8% | 126 | 16.4 | Sideways | 15.3 | 3.88 | 2.4 | 97 | -7 | 45 | 28 | false | NoAction | Within bands; monitor | -7 | -36 | BrokerC | MKT | 0 | null | null | Normal monitoring | 63 | -37 | 26 | 4 | false | Monitor dispersion and breadth |
P8019 | Systematic | IRA | USD | 2025-11-19 | 1,683,822 | 116,191 | 1,567,631 | 1 | 55.3 | 21.9 | 15 | 7.8 | TSLA:11.2%;MUB:24.5%;AMZN:21.6%;HYG:18.3%;VTI:24.5% | US:55.7;EU:14.4;APAC:14.2;EM:11.7;Other:4.1 | Value:-0.3;Growth:+0.6;Quality:+0.8;Size:-1.0;Momentum:-1.0;LowVol:+0.2 | MaxPos6% | 6 | 35 | 5.9 | hard 12% | 192 | 21.3 | Volatile | 29.5 | 5.29 | 3 | 164 | 28 | 54 | 80 | true | Hedge | Buy index puts 1% notional | 28 | -9 | BrokerC | MKT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 75 | 18 | 91 | 3 | false | Increase defensive factor exposure |
P8020 | Active | Roth | USD | 2024-07-14 | 783,479 | 74,178 | 709,301 | 1 | 61.4 | 23.5 | 9.8 | 5.3 | TSLA:33.3%;VNQ:33.3%;HYG:33.3% | US:62.7;EU:15.1;APAC:15.2;EM:4.7;Other:2.3 | Value:-0.6;Growth:-0.7;Quality:-0.7;Size:-0.6;Momentum:-0.1;LowVol:+0.6 | MaxPos8% | 5 | 30 | 4.1 | trailing 9% | 181 | 17.7 | Bull | 13.7 | 4.07 | 3 | 85 | 67 | 70 | 43 | false | NoAction | Within bands; monitor | 32 | -35 | BrokerD | MKT | 0 | null | null | Normal monitoring | 75 | -18 | 73 | 3 | false | Tighten stops on momentum names |
P8021 | Cautious | Roth | USD | 2025-08-28 | 277,578 | 31,619 | 245,959 | 1 | 39.8 | 39.2 | 10.2 | 10.9 | BND:34.5%;XLF:34.5%;IEF:30.9% | US:72.9;EU:11.1;APAC:6.7;EM:4.5;Other:4.8 | Value:-0.7;Growth:-0.6;Quality:-0.4;Size:+0.6;Momentum:+0.4;LowVol:+0.8 | MaxPos7%;NoMargin | 5 | 30 | 4.9 | trailing 8% | 98 | 14.5 | Sideways | 14.9 | 4.39 | 2.8 | 117 | 11 | 62 | 35 | false | Hedge | Add TLT +1% as duration hedge | -1 | -7 | BrokerC | MKT | 94 | null | null | Normal monitoring | -6 | -56 | -19 | 4 | false | Increase defensive factor exposure |
P8022 | Systematic | 401k | USD | 2024-10-17 | 1,268,066 | 111,140 | 1,156,926 | 1 | 57.4 | 32.5 | 4.2 | 5.9 | VTI:24.2%;TSLA:25.3%;BND:25.3%;AMZN:25.3% | US:73.3;EU:5.6;APAC:5.2;EM:11.8;Other:4.0 | Value:+0.4;Growth:+0.9;Quality:-0.7;Size:-0.3;Momentum:-1.0;LowVol:+0.3 | null | 10 | 35 | 5.4 | trailing 8% | 197 | 24.6 | Sideways | 20.8 | 4.48 | 2.2 | 93 | -11 | 34 | 57 | false | Buy | Add to core equity +1% | 25 | -25 | BrokerC | MKT | 93 | null | null | Normal monitoring | 27 | -33 | 10 | 5 | false | Within IPS guidelines |
P8023 | Hands-off | Taxable | USD | 2025-04-26 | 897,108 | 37,637 | 859,471 | 1 | 68.3 | 20.9 | 5 | 5.8 | MSFT:28.5%;MUB:28.5%;IEF:14.6%;BRK.B:28.5% | US:61.1;EU:13.9;APAC:15.4;EM:7.0;Other:2.5 | Value:+1.0;Growth:+0.5;Quality:+0.1;Size:-0.3;Momentum:-0.4;LowVol:-0.7 | MaxPos7% | 10 | 35 | 5.2 | trailing 10% | 127 | 13.4 | Bull | 14.5 | 4.85 | 3.3 | 112 | 57 | 89 | 44 | false | Buy | Add to core equity +1% | 22 | -3 | BrokerD | LMT | 96 | null | null | Normal monitoring | 37 | -37 | 10 | 4 | false | Tighten stops on momentum names |
P8024 | Systematic | Roth | USD | 2025-07-15 | 1,456,259 | 65,134 | 1,391,125 | 1 | 66.1 | 21.9 | 3 | 9 | MUB:23.2%;AMZN:23.2%;HYG:10.5%;VOO:23.2%;IEF:19.9% | US:63.1;EU:13.5;APAC:10.5;EM:8.4;Other:4.5 | Value:-0.4;Growth:-0.9;Quality:-0.4;Size:-0.4;Momentum:+0.1;LowVol:-0.6 | null | 10 | 30 | 5.5 | trailing 9% | 209 | 18.6 | Bull | 13.7 | 3.87 | 3.5 | 105 | 54 | 87 | 46 | false | Rebalance | Shift +1% to bonds from equity | 4 | 3 | BrokerD | MKT | 90 | null | null | Normal monitoring | 22 | -34 | 64 | 5 | false | Within IPS guidelines |
P8025 | Active | Trust | USD | 2025-10-15 | 2,275,211 | 250,849 | 2,024,362 | 1 | 59.1 | 18.3 | 13.4 | 9.2 | TSLA:25.7%;GLD:25.7%;HYG:22.9%;VNQ:25.7% | US:59.5;EU:14.8;APAC:10.4;EM:11.3;Other:4.0 | Value:-0.9;Growth:+0.7;Quality:+0.9;Size:-0.3;Momentum:-0.1;LowVol:-0.7 | null | 7 | 25 | 5 | trailing 8% | 226 | 25.2 | Bear | 33.2 | 3.6 | 1.9 | 150 | -27 | 38 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | -18 | BrokerA | VWAP | 91 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -24 | 9 | 9 | 3 | false | Monitor dispersion and breadth |
P8026 | Systematic | Taxable | USD | 2025-01-24 | 611,741 | 39,272 | 572,469 | 1 | 63.5 | 27.3 | 2.7 | 6.5 | VTI:21.9%;VOO:26.0%;AMZN:26.0%;BND:26.0% | US:56.8;EU:18.5;APAC:14.0;EM:6.2;Other:4.6 | Value:+0.1;Growth:+0.8;Quality:-0.3;Size:-0.5;Momentum:-0.8;LowVol:-0.5 | MaxPos7%;NoDerivatives | 8 | 35 | 4.5 | hard 12% | 140 | 24 | Bear | 28.9 | 4.07 | 2.5 | 142 | -102 | 5 | 74 | true | Rebalance | Rebalance back to target bands | 6 | -20 | BrokerC | VWAP | 89 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 117 | -7 | 161 | 4 | false | Tax-aware sells next window |
P8027 | Cautious | IRA | USD | 2025-11-07 | 410,017 | 36,620 | 373,397 | 1 | 48.3 | 31.7 | 4.7 | 15.3 | IEF:8.1%;BRK.B:20.4%;TSLA:13.0%;MUB:20.7%;VOO:17.0%;HYG:20.7% | US:62.5;EU:19.5;APAC:9.2;EM:6.2;Other:2.6 | Value:+0.2;Growth:-0.6;Quality:+0.7;Size:+0.1;Momentum:-0.7;LowVol:-0.1 | MaxPos8%;NoMargin | 5 | 35 | 3.4 | trailing 10% | 129 | 15.8 | Sideways | 17.1 | 4.21 | 2.3 | 131 | 51 | 77 | 39 | false | Hedge | Add TLT +1% as duration hedge | -10 | -10 | BrokerC | LMT | 87 | null | null | Normal monitoring | 112 | -27 | 118 | 5 | false | Tax-aware sells next window |
P8028 | Systematic | IRA | USD | 2024-07-14 | 867,864 | 59,359 | 808,505 | 1 | 55.4 | 27.7 | 10.6 | 6.4 | VNQ:22.2%;HYG:14.5%;QQQ:13.9%;MSFT:24.7%;GLD:24.7% | US:65.6;EU:14.0;APAC:11.1;EM:9.0;Other:0.4 | Value:-0.1;Growth:-0.2;Quality:-0.2;Size:-0.6;Momentum:+0.9;LowVol:+0.3 | null | 6 | 25 | 4.4 | trailing 9% | 127 | 23.2 | Bull | 15.2 | 4.62 | 3.2 | 70 | 30 | 73 | 33 | false | NoAction | Within bands; monitor | 35 | -30 | BrokerD | MKT | 0 | null | null | Normal monitoring | 89 | -45 | 169 | 3 | false | Tax-aware sells next window |
P8029 | Active | IRA | USD | 2024-12-12 | 948,507 | 107,284 | 841,223 | 1.07 | 52.8 | 18.2 | 21.1 | 7.9 | HYG:26.7%;BRK.B:26.7%;QQQ:19.8%;BND:26.7% | US:69.2;EU:11.0;APAC:13.6;EM:3.1;Other:3.1 | Value:-0.0;Growth:-0.2;Quality:+0.2;Size:+0.6;Momentum:-0.5;LowVol:-0.3 | NoDerivatives | 10 | 35 | 4.1 | trailing 9% | 146 | 21 | Volatile | 25.2 | 4.67 | 4.1 | 151 | -18 | 44 | 72 | true | Hedge | Buy index puts 1% notional | -7 | -34 | BrokerA | LMT | 97 | VAR>budget | TightenStops | Risk above budget threshold | -41 | -19 | -60 | 3 | false | Tax-aware sells next window |
P8030 | Active | Trust | USD | 2025-11-12 | 1,190,222 | 136,490 | 1,053,732 | 1 | 62.1 | 21.9 | 7.6 | 8.4 | GLD:26.9%;VOO:19.4%;XLF:26.9%;QQQ:26.9% | US:57.2;EU:16.5;APAC:13.5;EM:12.1;Other:0.6 | Value:-0.2;Growth:-0.6;Quality:-1.0;Size:+0.1;Momentum:-0.6;LowVol:-0.2 | MaxPos7% | 7 | 30 | 5.6 | hard 12% | 143 | 19.5 | Sideways | 21.8 | 3.94 | 3 | 133 | 49 | 89 | 61 | true | Hedge | Buy index puts 1% notional | 16 | -22 | BrokerA | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 59 | -3 | 63 | 2 | false | Increase defensive factor exposure |
P8031 | Cautious | Taxable | USD | 2025-12-08 | 348,417 | 42,078 | 306,339 | 1 | 50.4 | 35.8 | 0 | 13.8 | VTI:20.7%;AMZN:15.1%;MSFT:16.8%;HYG:20.7%;GLD:6.6%;TLT:20.3% | US:65.1;EU:12.5;APAC:12.7;EM:8.6;Other:1.2 | Value:+0.8;Growth:-0.7;Quality:+0.3;Size:+0.4;Momentum:-0.0;LowVol:-0.8 | MaxPos5%;NoMargin | 5 | 30 | 4.9 | hard 10% | 141 | 16.1 | Bull | 11.7 | 4.85 | 3.2 | 78 | 78 | 80 | 32 | false | Hedge | Add TLT +1% as duration hedge | -8 | -27 | BrokerB | VWAP | 91 | null | null | Normal monitoring | -8 | 5 | 88 | 3 | false | Monitor dispersion and breadth |
P8032 | Hands-off | Trust | USD | 2025-01-02 | 750,192 | 63,255 | 686,937 | 1 | 60.7 | 20.7 | 10 | 8.6 | AAPL:26.3%;VOO:26.3%;QQQ:21.1%;MSFT:26.3% | US:64.0;EU:17.0;APAC:6.2;EM:12.1;Other:0.7 | Value:-0.1;Growth:-0.9;Quality:-0.7;Size:-0.5;Momentum:+0.9;LowVol:+0.6 | MaxPos7%;NoDerivatives | 7 | 35 | 3.9 | hard 10% | 105 | 19 | Bull | 11.6 | 3.8 | 2.7 | 91 | 110 | 100 | 44 | false | Rebalance | Shift +1% to bonds from equity | -5 | -6 | BrokerA | MKT | 92 | null | null | Normal monitoring | 27 | -15 | 90 | 3 | false | Within IPS guidelines |
P8033 | Cautious | Roth | USD | 2025-01-05 | 350,205 | 44,896 | 305,309 | 1 | 48 | 35.3 | 2 | 14.8 | TLT:33.9%;MUB:32.2%;IEF:33.9% | US:67.8;EU:15.0;APAC:11.3;EM:3.1;Other:2.8 | Value:-1.0;Growth:-0.7;Quality:-0.9;Size:+0.1;Momentum:-0.4;LowVol:+0.5 | MaxPos6%;NoMargin | 8 | 25 | 4.1 | hard 10% | 122 | 17.5 | Volatile | 20.3 | 4.26 | 3.5 | 137 | -21 | 33 | 59 | false | Sell | Trim extended winner -1% | 28 | -24 | BrokerD | MKT | 100 | null | null | Normal monitoring | -11 | 2 | -19 | 5 | false | Within IPS guidelines |
P8034 | Cautious | Taxable | USD | 2025-10-29 | 673,040 | 104,331 | 568,709 | 1 | 37.6 | 38.9 | 6.4 | 17.1 | VTI:17.3%;VOO:23.2%;XLF:23.2%;TLT:20.4%;HYG:16.0% | US:58.7;EU:19.0;APAC:12.5;EM:5.5;Other:4.2 | Value:+0.7;Growth:+0.9;Quality:+0.4;Size:+0.9;Momentum:+0.6;LowVol:-0.5 | MaxPos6%;NoDerivatives;NoMargin | 6 | 35 | 4.2 | trailing 8% | 90 | 15.6 | Bull | 13.1 | 3.57 | 2.3 | 100 | 37 | 62 | 37 | false | Rebalance | Shift +1% to bonds from equity | 20 | -29 | BrokerA | MKT | 88 | null | null | Normal monitoring | 105 | 20 | 158 | 5 | false | Tax-aware sells next window |
P8035 | Active | Taxable | USD | 2024-07-24 | 1,387,099 | 102,583 | 1,284,516 | 1 | 62.3 | 26.8 | 1.8 | 9 | MSFT:33.3%;TSLA:33.3%;AMZN:33.3% | US:59.7;EU:17.9;APAC:11.2;EM:9.9;Other:1.3 | Value:-0.8;Growth:+0.9;Quality:+0.9;Size:-0.6;Momentum:-0.3;LowVol:+0.8 | MaxPos5% | 10 | 25 | 4.7 | trailing 9% | 155 | 17.8 | Bear | 31.5 | 3.35 | 2.8 | 138 | -100 | 5 | 73 | true | Rebalance | Rebalance back to target bands | -4 | -29 | BrokerA | VWAP | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 35 | -14 | 14 | 2 | false | Increase defensive factor exposure |
P8036 | Opportunistic | Taxable | USD | 2025-04-09 | 796,474 | 28,007 | 768,467 | 1 | 63.3 | 21.7 | 6.7 | 8.3 | HYG:33.3%;IEF:33.3%;TSLA:33.3% | US:65.5;EU:9.5;APAC:14.0;EM:8.6;Other:2.4 | Value:+0.7;Growth:-0.6;Quality:-0.5;Size:-0.8;Momentum:+0.9;LowVol:+0.3 | MaxPos5% | 7 | 30 | 5 | trailing 7% | 191 | 22.1 | Bull | 12.5 | 3.98 | 3.3 | 70 | 1 | 61 | 51 | false | Rebalance | Shift +1% to bonds from equity | -12 | -19 | BrokerD | LMT | 93 | null | null | Normal monitoring | 12 | 7 | 106 | 3 | false | Tighten stops on momentum names |
P8037 | Cautious | 401k | USD | 2024-11-14 | 207,262 | 24,927 | 182,335 | 1 | 38.8 | 34.2 | 15.3 | 11.7 | TLT:21.9%;XLF:21.9%;MSFT:21.9%;HYG:18.9%;TSLA:15.5% | US:63.8;EU:9.2;APAC:16.4;EM:8.0;Other:2.6 | Value:+0.1;Growth:-0.3;Quality:+0.9;Size:-0.4;Momentum:+0.8;LowVol:-0.1 | MaxPos6%;NoDerivatives;NoMargin | 8 | 35 | 3.3 | trailing 10% | 133 | 18.8 | Bear | 29.8 | 3.39 | 2.9 | 162 | 19 | 61 | 56 | false | Rebalance | Shift +1% to bonds from equity | 9 | -35 | BrokerC | LMT | 98 | null | null | Normal monitoring | 18 | -29 | 7 | 3 | false | Within IPS guidelines |
P8038 | Cautious | IRA | USD | 2024-11-18 | 620,293 | 82,635 | 537,658 | 1 | 44.5 | 38.5 | 0 | 17.1 | VNQ:33.3%;GLD:33.3%;MSFT:33.3% | US:63.0;EU:10.2;APAC:10.3;EM:12.6;Other:4.0 | Value:0.0;Growth:-0.5;Quality:+0.4;Size:-0.1;Momentum:+0.6;LowVol:-0.9 | NoDerivatives;NoMargin | 10 | 25 | 5.9 | hard 10% | 128 | 17.1 | Bull | 12.3 | 4.44 | 2.3 | 81 | 69 | 83 | 21 | false | Sell | Trim extended winner -1% | 35 | 3 | BrokerB | LMT | 85 | null | null | Normal monitoring | -49 | 19 | -6 | 4 | false | Monitor dispersion and breadth |
P8039 | Cautious | Trust | USD | 2025-07-23 | 259,508 | 32,758 | 226,750 | 1 | 37.2 | 35.8 | 13.9 | 13.1 | BRK.B:24.2%;XLF:24.2%;VOO:24.2%;TLT:13.8%;QQQ:13.7% | US:56.5;EU:20.3;APAC:10.6;EM:8.0;Other:4.6 | Value:+0.4;Growth:-0.2;Quality:+1.0;Size:+0.7;Momentum:-0.8;LowVol:-0.6 | NoMargin | 5 | 25 | 3.9 | trailing 8% | 144 | 12.3 | Sideways | 19.2 | 3.62 | 3.4 | 111 | 11 | 61 | 43 | false | Buy | Add to core equity +1% | 20 | -40 | BrokerD | LMT | 97 | null | null | Normal monitoring | 69 | -15 | 139 | 3 | false | Tax-aware sells next window |
P8040 | Systematic | Roth | USD | 2025-08-06 | 1,260,128 | 92,701 | 1,167,427 | 1 | 55.3 | 21 | 14.5 | 9.1 | QQQ:26.1%;VNQ:26.4%;HYG:21.1%;BRK.B:26.4% | US:71.7;EU:7.0;APAC:6.2;EM:10.5;Other:4.6 | Value:+0.1;Growth:+0.6;Quality:-0.4;Size:-0.2;Momentum:-0.8;LowVol:-0.5 | null | 8 | 30 | 4.4 | hard 12% | 129 | 26 | Bear | 23 | 3 | 2.4 | 179 | -78 | 11 | 64 | true | Hedge | Buy index puts 1% notional | 17 | 14 | BrokerB | MKT | 95 | VAR>budget | TightenStops | Risk above budget threshold | -34 | -17 | 89 | 3 | false | Increase defensive factor exposure |
P8041 | Hands-off | Trust | USD | 2025-03-12 | 213,920 | 11,241 | 202,679 | 1 | 60 | 16 | 15.9 | 8 | VTI:22.7%;MUB:23.3%;IEF:14.5%;TSLA:23.3%;MSFT:16.3% | US:62.0;EU:7.6;APAC:16.0;EM:11.9;Other:2.5 | Value:-0.1;Growth:+0.8;Quality:-0.3;Size:-0.0;Momentum:+0.8;LowVol:-0.1 | null | 5 | 25 | 4.7 | trailing 8% | 128 | 12.2 | Sideways | 21.9 | 3.71 | 3.1 | 99 | 3 | 41 | 54 | false | Rebalance | Shift +1% to bonds from equity | 1 | -24 | BrokerB | LMT | 93 | null | null | Normal monitoring | -1 | -13 | 136 | 3 | false | Monitor dispersion and breadth |
P8042 | Systematic | IRA | USD | 2024-10-26 | 1,464,265 | 69,606 | 1,394,659 | 1 | 60.3 | 27.5 | 4.2 | 8 | MUB:33.3%;IEF:33.3%;AMZN:33.3% | US:75.2;EU:6.5;APAC:6.3;EM:9.7;Other:2.3 | Value:-0.5;Growth:-0.2;Quality:+0.7;Size:-0.4;Momentum:+0.5;LowVol:-0.2 | MaxPos5%;NoDerivatives | 5 | 35 | 5.4 | trailing 8% | 183 | 25.8 | Sideways | 21.3 | 4.95 | 2.8 | 114 | 47 | 59 | 66 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | 13 | BrokerA | LMT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -16 | -30 | -33 | 2 | false | Within IPS guidelines |
P8043 | Systematic | Trust | USD | 2024-07-22 | 513,835 | 27,774 | 486,061 | 1 | 65.3 | 25.9 | 0 | 8.7 | QQQ:18.8%;VTI:25.1%;MSFT:15.9%;VNQ:25.1%;XLF:15.2% | US:56.4;EU:17.7;APAC:11.1;EM:10.9;Other:3.8 | Value:-0.1;Growth:+0.9;Quality:+0.9;Size:-0.5;Momentum:+0.8;LowVol:-0.3 | MaxPos7%;NoDerivatives | 6 | 35 | 5.2 | trailing 9% | 214 | 25.4 | Sideways | 15.6 | 4.17 | 3.2 | 104 | 9 | 47 | 60 | false | Rebalance | Shift +1% to bonds from equity | 34 | -19 | BrokerB | MKT | 93 | null | null | Normal monitoring | 77 | -45 | 42 | 4 | false | Tighten stops on momentum names |
P8044 | Cautious | IRA | USD | 2025-10-07 | 374,504 | 31,573 | 342,931 | 1 | 41.4 | 30.9 | 14.3 | 13.4 | BRK.B:33.3%;AMZN:33.3%;TSLA:33.3% | US:71.2;EU:13.0;APAC:7.8;EM:4.9;Other:3.1 | Value:+0.8;Growth:+0.6;Quality:-0.1;Size:+0.8;Momentum:-0.8;LowVol:+0.1 | ESGOnly;MaxPos6%;NoMargin | 7 | 35 | 5.5 | hard 10% | 118 | 16 | Bull | 11.8 | 4.47 | 3.3 | 110 | 47 | 81 | 27 | false | NoAction | Within bands; monitor | -8 | -30 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 88 | -25 | 222 | 3 | false | Tax-aware sells next window |
P8045 | Active | Taxable | USD | 2025-10-22 | 1,903,679 | 119,109 | 1,784,570 | 1.2 | 64.7 | 24.8 | 5 | 5.5 | TSLA:28.0%;AAPL:28.0%;HYG:15.9%;VOO:28.0% | US:65.9;EU:17.7;APAC:8.3;EM:5.8;Other:2.3 | Value:+0.6;Growth:+0.9;Quality:-0.8;Size:+0.7;Momentum:-0.8;LowVol:+0.1 | null | 7 | 35 | 5.2 | hard 12% | 197 | 20.9 | Bull | 16.5 | 4.19 | 3.1 | 74 | 97 | 100 | 44 | false | Buy | Add to core equity +1% | -2 | 3 | BrokerD | LMT | 98 | null | null | Normal monitoring | -7 | -38 | 126 | 4 | false | Within IPS guidelines |
P8046 | Systematic | 401k | USD | 2025-01-16 | 1,083,129 | 63,720 | 1,019,409 | 1 | 68.9 | 24.8 | 0 | 6.3 | BND:22.0%;TSLA:22.0%;AMZN:22.0%;GLD:22.0%;BRK.B:12.1% | US:69.7;EU:8.9;APAC:11.3;EM:10.0;Other:0.1 | Value:-0.7;Growth:+0.8;Quality:-0.9;Size:-0.7;Momentum:+0.2;LowVol:-0.3 | null | 7 | 30 | 4.7 | hard 12% | 222 | 18.8 | Sideways | 14.6 | 4.67 | 2.1 | 123 | 13 | 49 | 48 | false | Rebalance | Shift +1% to bonds from equity | -10 | 12 | BrokerA | MKT | 89 | null | null | Normal monitoring | 65 | -1 | 182 | 5 | false | Tighten stops on momentum names |
P8047 | Opportunistic | Trust | USD | 2024-12-27 | 1,468,723 | 96,421 | 1,372,302 | 1.22 | 73.1 | 13.5 | 5.2 | 8.2 | BRK.B:18.1%;MUB:20.8%;VOO:8.2%;HYG:20.8%;AAPL:15.9%;TLT:16.2% | US:61.7;EU:11.7;APAC:11.0;EM:11.6;Other:4.0 | Value:+0.1;Growth:-0.7;Quality:+0.2;Size:-0.7;Momentum:-0.2;LowVol:-0.2 | null | 8 | 25 | 6.6 | trailing 7% | 160 | 32.2 | Bull | 15.8 | 3.98 | 2.5 | 111 | 40 | 68 | 56 | false | Sell | Trim extended winner -1% | 31 | -14 | BrokerB | MKT | 96 | null | null | Normal monitoring | 18 | 11 | 44 | 4 | false | Tighten stops on momentum names |
P8048 | Hands-off | 401k | USD | 2025-10-22 | 250,957 | 15,188 | 235,769 | 1 | 67.2 | 26.8 | 0 | 5.9 | VOO:9.4%;VNQ:20.2%;AMZN:16.5%;MUB:17.2%;MSFT:16.4%;GLD:20.2% | US:64.0;EU:7.7;APAC:13.9;EM:9.9;Other:4.5 | Value:-0.6;Growth:-0.2;Quality:-1.0;Size:+0.8;Momentum:+0.8;LowVol:-0.4 | null | 10 | 30 | 4.7 | trailing 10% | 168 | 13.9 | Bear | 24.7 | 4.42 | 2.9 | 157 | -10 | 59 | 70 | false | Buy | Add to core equity +1% | 6 | -36 | BrokerD | LMT | 98 | null | null | Normal monitoring | 57 | -6 | 169 | 3 | false | Tax-aware sells next window |
P8049 | Opportunistic | Taxable | USD | 2025-04-16 | 333,400 | 16,674 | 316,726 | 1.1 | 72.3 | 13.5 | 8.2 | 6 | MUB:22.5%;QQQ:20.3%;BND:12.3%;VTI:22.5%;HYG:22.5% | US:72.3;EU:9.3;APAC:10.5;EM:6.2;Other:1.7 | Value:-0.3;Growth:-0.3;Quality:+0.7;Size:+0.5;Momentum:+0.3;LowVol:+0.6 | NoDerivatives | 10 | 25 | 6.2 | hard 12% | 259 | 30.5 | Bull | 11.4 | 4.78 | 3.1 | 86 | 40 | 67 | 46 | false | Rebalance | Shift +1% to bonds from equity | 7 | 1 | BrokerD | MKT | 89 | null | null | Normal monitoring | 56 | -51 | 139 | 3 | false | Increase defensive factor exposure |
P8050 | Hands-off | Trust | USD | 2024-07-14 | 243,531 | 19,257 | 224,274 | 1 | 74.1 | 18.7 | 1.5 | 5.6 | IEF:24.6%;XLF:25.1%;MSFT:25.1%;HYG:25.1% | US:71.0;EU:10.5;APAC:12.5;EM:3.2;Other:2.8 | Value:+0.3;Growth:+0.7;Quality:-0.4;Size:-0.4;Momentum:-0.2;LowVol:-0.2 | MaxPos8%;NoDerivatives | 6 | 25 | 5.7 | trailing 8% | 109 | 17.5 | Bull | 17.8 | 4.5 | 2.8 | 95 | 30 | 59 | 67 | true | Hedge | Buy index puts 1% notional | -10 | -24 | BrokerA | MKT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 53 | -54 | 110 | 2 | false | Monitor dispersion and breadth |
P8051 | Systematic | Taxable | USD | 2024-10-22 | 1,780,865 | 91,571 | 1,689,294 | 1 | 58.9 | 26.6 | 8.3 | 6.2 | IEF:14.1%;MUB:24.5%;VNQ:18.5%;TLT:18.4%;AMZN:24.5% | US:77.9;EU:6.1;APAC:6.6;EM:6.8;Other:2.6 | Value:-0.5;Growth:+0.9;Quality:+0.1;Size:+0.6;Momentum:+0.4;LowVol:-0.3 | null | 7 | 25 | 4.6 | hard 12% | 156 | 20.7 | Volatile | 26.8 | 4.24 | 3.6 | 157 | 60 | 93 | 77 | true | Hedge | Buy index puts 1% notional | -3 | -5 | BrokerB | MKT | 88 | VAR>budget | Hedge | Risk above budget threshold | 56 | -26 | 153 | 3 | false | Within IPS guidelines |
P8052 | Opportunistic | Trust | USD | 2025-03-06 | 624,878 | 45,231 | 579,647 | 1 | 77.2 | 13.4 | 3.2 | 6.2 | MSFT:9.1%;XLF:11.9%;VNQ:17.6%;GLD:20.7%;AAPL:20.7%;IEF:19.9% | US:68.9;EU:9.0;APAC:11.4;EM:8.1;Other:2.6 | Value:+0.9;Growth:-0.7;Quality:+0.9;Size:+0.2;Momentum:-0.5;LowVol:-0.5 | MaxPos5% | 8 | 35 | 5 | trailing 9% | 169 | 26.5 | Bear | 24.8 | 4.03 | 1.9 | 200 | -96 | 5 | 68 | false | NoAction | Within bands; monitor | 32 | 6 | BrokerB | MKT | 0 | null | null | Normal monitoring | -28 | -56 | 99 | 3 | false | Within IPS guidelines |
P8053 | Hands-off | 401k | USD | 2025-05-28 | 762,517 | 56,425 | 706,092 | 1 | 71.4 | 21.4 | 0 | 7.2 | AAPL:33.3%;VNQ:33.3%;TLT:33.3% | US:69.0;EU:10.9;APAC:7.2;EM:9.9;Other:3.0 | Value:+0.6;Growth:+0.5;Quality:-0.3;Size:+0.9;Momentum:-0.5;LowVol:+0.9 | ESGOnly | 5 | 30 | 3.1 | hard 10% | 161 | 16.5 | Sideways | 16.8 | 3.72 | 2.5 | 121 | 20 | 70 | 58 | false | Rebalance | Shift +1% to bonds from equity | 6 | -19 | BrokerA | LMT | 99 | null | null | Normal monitoring | 51 | -58 | 149 | 4 | false | Increase defensive factor exposure |
P8054 | Opportunistic | Roth | USD | 2025-09-18 | 774,716 | 38,113 | 736,603 | 1.24 | 63.3 | 18.7 | 13.6 | 4.5 | TSLA:17.8%;MUB:24.2%;XLF:24.2%;HYG:9.8%;BRK.B:24.2% | US:63.3;EU:11.3;APAC:6.4;EM:13.4;Other:5.6 | Value:+0.9;Growth:-0.6;Quality:-0.0;Size:-0.9;Momentum:-0.1;LowVol:-0.3 | null | 7 | 25 | 4.6 | trailing 9% | 270 | 32 | Volatile | 20.7 | 4.93 | 2.8 | 112 | -60 | 12 | 57 | false | Rebalance | Shift +1% to bonds from equity | 20 | -19 | BrokerB | MKT | 91 | null | null | Normal monitoring | 35 | -47 | 134 | 3 | false | Increase defensive factor exposure |
P8055 | Hands-off | IRA | USD | 2025-03-18 | 422,931 | 41,650 | 381,281 | 1 | 67.2 | 20 | 5.1 | 7.8 | HYG:21.9%;BRK.B:14.8%;AMZN:21.9%;IEF:14.4%;AAPL:16.2%;TLT:10.9% | US:64.2;EU:10.3;APAC:13.5;EM:9.6;Other:2.4 | Value:-1.0;Growth:+0.5;Quality:-0.3;Size:-0.3;Momentum:+0.1;LowVol:-0.5 | MaxPos5% | 5 | 25 | 3.3 | trailing 8% | 111 | 18.5 | Bear | 31.9 | 3.13 | 1 | 155 | -31 | 22 | 75 | true | Rebalance | Rebalance back to target bands | 20 | -3 | BrokerC | MKT | 93 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -15 | -4 | 6 | 5 | false | Tax-aware sells next window |
P8056 | Hands-off | 401k | USD | 2025-03-12 | 836,538 | 67,606 | 768,932 | 1 | 59.3 | 18 | 17.7 | 5 | BRK.B:16.9%;TLT:27.7%;AMZN:27.7%;VNQ:27.7% | US:64.3;EU:16.7;APAC:7.2;EM:7.9;Other:3.9 | Value:+0.1;Growth:-0.7;Quality:-0.3;Size:-0.4;Momentum:+0.4;LowVol:-0.3 | ESGOnly;MaxPos6%;NoDerivatives | 10 | 35 | 3.1 | hard 10% | 152 | 19.4 | Bull | 17.3 | 4.81 | 2.6 | 75 | 117 | 100 | 57 | false | NoAction | Within bands; monitor | -2 | 7 | BrokerB | VWAP | 97 | null | null | Normal monitoring | -5 | -37 | 107 | 5 | false | Tighten stops on momentum names |
P8057 | Hands-off | 401k | USD | 2025-03-21 | 688,456 | 38,929 | 649,527 | 1 | 69.2 | 24.1 | 0 | 6.7 | TSLA:33.4%;AAPL:33.4%;TLT:33.2% | US:61.4;EU:17.2;APAC:16.2;EM:4.4;Other:0.9 | Value:-0.6;Growth:-0.1;Quality:-0.7;Size:+0.5;Momentum:+0.2;LowVol:+0.3 | ESGOnly | 10 | 25 | 3.1 | trailing 8% | 152 | 19.6 | Bull | 14.3 | 3.74 | 2.8 | 76 | 44 | 62 | 48 | true | Hedge | Buy index puts 1% notional | 32 | -27 | BrokerB | MKT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -51 | -6 | -65 | 5 | false | Tighten stops on momentum names |
P8058 | Opportunistic | Trust | USD | 2024-09-25 | 721,362 | 44,886 | 676,476 | 1.13 | 73.3 | 19.5 | 0 | 7.2 | VOO:26.4%;QQQ:26.4%;MSFT:20.9%;BND:26.4% | US:58.2;EU:14.2;APAC:13.2;EM:10.2;Other:4.2 | Value:-0.5;Growth:-0.3;Quality:+0.4;Size:-0.3;Momentum:-0.7;LowVol:+0.7 | MaxPos5% | 6 | 25 | 4.3 | trailing 7% | 218 | 21.4 | Volatile | 22.4 | 5.14 | 2.1 | 174 | 41 | 61 | 66 | false | Rebalance | Shift +1% to bonds from equity | 29 | 4 | BrokerA | LMT | 85 | null | null | Normal monitoring | -1 | -53 | -38 | 3 | false | Tighten stops on momentum names |
P8059 | Systematic | IRA | USD | 2025-08-16 | 1,878,241 | 78,712 | 1,799,529 | 1 | 61.1 | 27.1 | 2.9 | 8.9 | XLF:33.3%;MUB:33.3%;MSFT:33.3% | US:65.3;EU:17.1;APAC:11.6;EM:4.1;Other:1.9 | Value:-0.6;Growth:+0.9;Quality:-0.5;Size:-0.8;Momentum:+0.3;LowVol:-0.4 | null | 10 | 30 | 5.7 | hard 12% | 147 | 16.2 | Bull | 17.3 | 3.53 | 3 | 95 | 84 | 80 | 53 | false | Hedge | Add TLT +1% as duration hedge | -15 | -24 | BrokerD | LMT | 99 | null | null | Normal monitoring | -41 | 5 | -30 | 3 | false | Increase defensive factor exposure |
P8060 | Hands-off | Trust | USD | 2025-04-18 | 177,592 | 13,230 | 164,362 | 1 | 56.3 | 25.1 | 10.4 | 8.2 | BRK.B:35.4%;MSFT:35.4%;XLF:29.2% | US:62.9;EU:18.2;APAC:9.1;EM:8.4;Other:1.4 | Value:0.0;Growth:+1.0;Quality:-0.3;Size:+0.1;Momentum:-1.0;LowVol:-0.9 | null | 10 | 25 | 5.4 | hard 10% | 108 | 18 | Sideways | 16.2 | 4.89 | 2.1 | 126 | 54 | 81 | 43 | false | Rebalance | Shift +1% to bonds from equity | -10 | -26 | BrokerC | LMT | 99 | null | null | Normal monitoring | -41 | -10 | -52 | 3 | false | Within IPS guidelines |
P8061 | Active | Taxable | USD | 2025-05-19 | 1,526,332 | 104,716 | 1,421,616 | 1 | 63.1 | 25.2 | 1.9 | 9.8 | MSFT:36.9%;TSLA:36.9%;VTI:26.3% | US:69.7;EU:6.3;APAC:7.7;EM:12.0;Other:4.4 | Value:+0.3;Growth:-0.7;Quality:+0.1;Size:-0.8;Momentum:0.0;LowVol:-0.9 | NoDerivatives | 5 | 35 | 5.8 | trailing 8% | 139 | 28 | Bull | 15.6 | 4.21 | 3.2 | 73 | 96 | 93 | 58 | false | Buy | Add to core equity +1% | 0 | -33 | BrokerB | MKT | 89 | null | null | Normal monitoring | 66 | 6 | 96 | 5 | false | Monitor dispersion and breadth |
P8062 | Hands-off | 401k | USD | 2025-02-07 | 375,877 | 27,559 | 348,318 | 1 | 66.4 | 15.8 | 10.4 | 7.4 | BRK.B:25.3%;VOO:25.3%;XLF:25.3%;MSFT:24.1% | US:68.4;EU:10.7;APAC:13.1;EM:3.5;Other:4.3 | Value:+0.5;Growth:-0.0;Quality:-1.0;Size:+0.2;Momentum:-0.8;LowVol:-0.2 | ESGOnly;MaxPos8%;NoDerivatives | 7 | 30 | 5.8 | hard 10% | 97 | 17.1 | Volatile | 22 | 4.43 | 2.1 | 158 | -17 | 51 | 65 | false | Rebalance | Shift +1% to bonds from equity | 27 | 8 | BrokerA | MKT | 96 | null | null | Normal monitoring | 64 | -51 | 143 | 4 | false | Tax-aware sells next window |
P8063 | Active | IRA | USD | 2025-09-14 | 511,591 | 59,962 | 451,629 | 1 | 59.6 | 28.2 | 5.1 | 7.1 | BRK.B:21.5%;IEF:13.0%;BND:23.6%;VNQ:18.7%;TSLA:23.2% | US:79.0;EU:7.4;APAC:8.9;EM:3.5;Other:1.1 | Value:-0.6;Growth:+0.3;Quality:+0.9;Size:+0.1;Momentum:+0.5;LowVol:+0.8 | null | 6 | 25 | 4.1 | trailing 8% | 188 | 17.7 | Bull | 12.7 | 4.28 | 2.1 | 89 | 81 | 100 | 47 | true | Rebalance | Rebalance back to target bands | -4 | -7 | BrokerD | MKT | 100 | VAR>budget | Pause | Risk above budget threshold | 77 | -23 | 205 | 3 | false | Increase defensive factor exposure |
P8064 | Active | IRA | USD | 2025-01-03 | 2,292,889 | 153,083 | 2,139,806 | 1 | 55.5 | 29.9 | 6.2 | 8.4 | VNQ:23.4%;VOO:23.4%;QQQ:10.8%;MSFT:23.4%;XLF:18.9% | US:71.9;EU:11.1;APAC:6.7;EM:9.5;Other:0.9 | Value:-0.6;Growth:+0.5;Quality:-0.4;Size:0.0;Momentum:+0.6;LowVol:+0.2 | null | 10 | 30 | 4.6 | hard 12% | 201 | 27.3 | Bull | 11 | 4.02 | 3 | 84 | 29 | 68 | 26 | false | Rebalance | Shift +1% to bonds from equity | 21 | -7 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 70 | -24 | 140 | 4 | false | Tax-aware sells next window |
P8065 | Hands-off | 401k | USD | 2025-03-29 | 563,237 | 32,410 | 530,827 | 1 | 61 | 22.7 | 10.2 | 6.1 | VNQ:35.7%;BND:28.7%;IEF:35.7% | US:69.3;EU:7.5;APAC:8.6;EM:10.6;Other:4.0 | Value:+0.2;Growth:0.0;Quality:+0.8;Size:+1.0;Momentum:+0.7;LowVol:+0.2 | ESGOnly;MaxPos6% | 10 | 35 | 4 | trailing 8% | 98 | 18.8 | Sideways | 16.1 | 4.74 | 3 | 139 | 38 | 82 | 56 | false | Sell | Trim extended winner -1% | 18 | -36 | BrokerA | VWAP | 90 | null | null | Normal monitoring | 58 | -27 | 48 | 4 | false | Within IPS guidelines |
P8066 | Opportunistic | Taxable | USD | 2024-09-23 | 370,167 | 21,585 | 348,582 | 1 | 66.6 | 10.2 | 18 | 5.1 | MUB:33.3%;BRK.B:33.3%;IEF:33.3% | US:64.3;EU:11.4;APAC:14.0;EM:8.6;Other:1.8 | Value:+0.2;Growth:-0.8;Quality:+0.3;Size:+0.7;Momentum:-0.8;LowVol:+0.1 | MaxPos6% | 5 | 25 | 4.2 | trailing 9% | 214 | 23 | Bear | 26.6 | 4.27 | 1.1 | 131 | -115 | 5 | 68 | false | NoAction | Within bands; monitor | 20 | -2 | BrokerC | MKT | 0 | null | null | Normal monitoring | 111 | 12 | 118 | 5 | false | Tighten stops on momentum names |
P8067 | Hands-off | 401k | USD | 2024-11-14 | 394,025 | 39,317 | 354,708 | 1 | 70.1 | 18.3 | 4.7 | 6.9 | TLT:23.2%;QQQ:15.4%;BND:11.1%;MUB:17.3%;VTI:9.8%;AAPL:23.2% | US:66.3;EU:5.4;APAC:13.6;EM:10.1;Other:4.6 | Value:-0.5;Growth:-0.4;Quality:+0.2;Size:+0.6;Momentum:-0.6;LowVol:+0.1 | NoDerivatives | 10 | 35 | 4.1 | hard 10% | 137 | 16.4 | Bull | 16.9 | 3.78 | 2.8 | 114 | 92 | 85 | 50 | false | Sell | Trim extended winner -1% | 29 | -32 | BrokerA | VWAP | 99 | null | null | Normal monitoring | -27 | -49 | -55 | 4 | false | Increase defensive factor exposure |
P8068 | Systematic | Taxable | USD | 2025-10-01 | 841,397 | 44,279 | 797,118 | 1 | 63.9 | 22.2 | 7.5 | 6.5 | IEF:13.1%;AMZN:22.8%;TSLA:22.8%;VTI:10.1%;VOO:22.8%;HYG:8.4% | US:61.5;EU:16.3;APAC:12.6;EM:8.6;Other:1.1 | Value:-0.6;Growth:-0.2;Quality:-0.4;Size:-0.2;Momentum:-0.1;LowVol:+0.8 | null | 7 | 30 | 5.6 | hard 12% | 128 | 24.9 | Bear | 30.6 | 3.82 | 2.7 | 156 | -98 | 5 | 87 | true | Reduce | Cut high-beta by 2-3%, add cash | 12 | 8 | BrokerC | MKT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 18 | 18 | 113 | 4 | false | Tighten stops on momentum names |
P8069 | Opportunistic | 401k | USD | 2025-09-14 | 435,090 | 22,235 | 412,855 | 1 | 72.9 | 13.3 | 8 | 5.8 | BND:10.9%;MUB:10.9%;IEF:20.8%;GLD:22.4%;TSLA:22.4%;VTI:12.7% | US:75.2;EU:7.7;APAC:10.9;EM:5.7;Other:0.5 | Value:-0.5;Growth:-0.2;Quality:+0.7;Size:+0.1;Momentum:+0.5;LowVol:-0.7 | MaxPos8% | 6 | 30 | 4.1 | trailing 9% | 252 | 20.2 | Volatile | 28.4 | 5.45 | 2.5 | 131 | 0 | 53 | 84 | true | Hedge | Buy index puts 1% notional | -7 | -28 | BrokerD | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -18 | -39 | 98 | 2 | true | Increase defensive factor exposure |
P8070 | Hands-off | IRA | USD | 2025-01-26 | 601,359 | 55,953 | 545,406 | 1 | 62.1 | 25.9 | 5 | 6.9 | BRK.B:35.9%;VTI:28.3%;VOO:35.9% | US:68.5;EU:9.1;APAC:10.7;EM:6.9;Other:4.9 | Value:+0.7;Growth:-0.9;Quality:+0.6;Size:+0.1;Momentum:-0.6;LowVol:-0.5 | ESGOnly | 8 | 25 | 3.6 | trailing 8% | 164 | 12.1 | Volatile | 24.4 | 5.09 | 4.5 | 168 | 58 | 92 | 70 | false | Rebalance | Shift +1% to bonds from equity | -8 | -15 | BrokerA | MKT | 93 | null | null | Normal monitoring | 83 | -17 | 124 | 5 | false | Increase defensive factor exposure |
P8071 | Systematic | 401k | USD | 2024-10-05 | 1,907,298 | 151,273 | 1,756,025 | 1 | 63.6 | 28.7 | 0 | 7.8 | BRK.B:22.5%;BND:22.5%;AMZN:17.0%;TLT:22.5%;HYG:8.0%;VOO:7.6% | US:63.1;EU:19.2;APAC:9.3;EM:5.0;Other:3.4 | Value:-0.8;Growth:-0.8;Quality:+0.4;Size:-0.1;Momentum:+0.2;LowVol:-0.8 | MaxPos6% | 8 | 30 | 5.2 | trailing 9% | 191 | 19.4 | Volatile | 27.3 | 5.23 | 3.4 | 178 | -25 | 48 | 69 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | -25 | BrokerC | LMT | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 22 | -2 | 17 | 3 | false | Increase defensive factor exposure |
P8072 | Cautious | Taxable | USD | 2025-12-03 | 333,085 | 40,226 | 292,859 | 1 | 40.4 | 31.7 | 12.9 | 15 | HYG:21.6%;MSFT:15.3%;TSLA:19.1%;BRK.B:16.1%;XLF:16.3%;BND:11.5% | US:75.5;EU:6.1;APAC:12.1;EM:5.8;Other:0.6 | Value:+0.1;Growth:-0.6;Quality:+1.0;Size:+0.4;Momentum:-0.6;LowVol:-0.5 | NoMargin | 8 | 25 | 3.1 | trailing 10% | 132 | 18 | Sideways | 18.2 | 3.78 | 2.4 | 102 | -24 | 35 | 31 | false | Buy | Add to core equity +1% | 26 | 13 | BrokerB | LMT | 94 | null | null | Normal monitoring | 114 | -31 | 148 | 3 | false | Monitor dispersion and breadth |
P8073 | Cautious | IRA | USD | 2025-05-18 | 624,000 | 50,916 | 573,084 | 1 | 36.4 | 34 | 13.7 | 15.9 | BND:25.0%;QQQ:25.0%;IEF:25.0%;TSLA:25.0% | US:72.8;EU:11.3;APAC:5.8;EM:8.5;Other:1.6 | Value:-0.5;Growth:-0.0;Quality:-0.9;Size:+1.0;Momentum:-0.4;LowVol:+0.5 | ESGOnly;MaxPos7%;NoMargin | 7 | 25 | 4.7 | trailing 8% | 105 | 13.1 | Bull | 16.5 | 3.53 | 3.3 | 109 | 80 | 78 | 28 | false | Buy | Add to core equity +1% | 15 | 9 | BrokerA | MKT | 86 | null | null | Normal monitoring | -21 | -18 | 105 | 4 | false | Increase defensive factor exposure |
P8074 | Systematic | Trust | USD | 2024-07-31 | 1,894,491 | 109,708 | 1,784,783 | 1 | 64.7 | 27.3 | 2.1 | 5.9 | XLF:13.9%;MUB:25.5%;IEF:25.5%;MSFT:13.1%;TSLA:22.0% | US:65.6;EU:15.0;APAC:5.5;EM:11.1;Other:2.9 | Value:-0.8;Growth:+0.9;Quality:+0.1;Size:+0.3;Momentum:-0.6;LowVol:-0.4 | MaxPos8% | 10 | 35 | 5.2 | hard 12% | 148 | 23.6 | Bull | 12.5 | 4.57 | 2.6 | 79 | 104 | 100 | 33 | false | Sell | Trim extended winner -1% | 25 | -13 | BrokerA | LMT | 99 | null | null | Normal monitoring | 31 | -38 | 166 | 5 | false | Monitor dispersion and breadth |
P8075 | Active | 401k | USD | 2024-09-22 | 1,574,180 | 117,370 | 1,456,810 | 1.23 | 52.5 | 23.1 | 18.8 | 5.7 | MUB:26.3%;GLD:21.0%;XLF:26.3%;TSLA:26.3% | US:70.6;EU:7.2;APAC:15.0;EM:5.4;Other:1.9 | Value:-0.5;Growth:+0.7;Quality:-0.8;Size:+0.2;Momentum:-0.1;LowVol:-0.5 | null | 5 | 30 | 4.8 | hard 12% | 154 | 26 | Volatile | 30.9 | 4.76 | 3.2 | 130 | 51 | 83 | 83 | true | Hedge | Buy index puts 1% notional | 4 | 15 | BrokerC | LMT | 85 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 2 | 11 | 116 | 5 | false | Within IPS guidelines |
P8076 | Hands-off | Roth | USD | 2025-04-25 | 449,275 | 34,664 | 414,611 | 1 | 66 | 22 | 2.5 | 9.6 | BND:28.9%;TSLA:28.8%;BRK.B:13.4%;MUB:28.9% | US:70.2;EU:6.3;APAC:7.9;EM:11.9;Other:3.7 | Value:-0.1;Growth:+0.4;Quality:+0.9;Size:-0.1;Momentum:+0.4;LowVol:-0.4 | ESGOnly;NoDerivatives | 7 | 35 | 3.8 | trailing 8% | 161 | 13.5 | Bull | 12.1 | 4.85 | 2.8 | 110 | 107 | 100 | 46 | false | Rebalance | Shift +1% to bonds from equity | -2 | 2 | BrokerD | MKT | 94 | null | null | Normal monitoring | 32 | -60 | 27 | 4 | false | Increase defensive factor exposure |
P8077 | Hands-off | Taxable | USD | 2024-08-10 | 753,354 | 47,632 | 705,722 | 1 | 65.6 | 24.4 | 0.4 | 9.5 | VOO:22.9%;QQQ:11.5%;BND:19.0%;VTI:20.4%;MSFT:14.2%;BRK.B:11.9% | US:59.9;EU:14.7;APAC:12.4;EM:10.0;Other:3.0 | Value:+0.7;Growth:-0.5;Quality:-0.1;Size:+0.9;Momentum:+0.5;LowVol:-0.7 | ESGOnly | 8 | 30 | 3.7 | trailing 8% | 94 | 15.4 | Bull | 15.8 | 4.53 | 2.1 | 86 | 31 | 76 | 43 | false | Buy | Add to core equity +1% | 11 | 7 | BrokerA | LMT | 86 | null | null | Normal monitoring | 82 | -31 | 205 | 5 | false | Increase defensive factor exposure |
P8078 | Cautious | IRA | USD | 2025-10-21 | 403,182 | 61,420 | 341,762 | 1 | 43.6 | 40.8 | 0 | 15.6 | TSLA:25.7%;IEF:25.7%;AAPL:22.8%;VTI:25.7% | US:61.9;EU:19.8;APAC:6.1;EM:9.1;Other:3.0 | Value:+0.8;Growth:+0.4;Quality:-0.1;Size:-0.1;Momentum:+0.6;LowVol:+0.2 | NoMargin | 7 | 30 | 5.9 | hard 10% | 98 | 19.7 | Bull | 12.6 | 4.1 | 2.1 | 71 | 3 | 58 | 25 | false | NoAction | Within bands; monitor | 4 | -37 | BrokerD | MKT | 0 | null | null | Normal monitoring | 43 | -31 | 61 | 3 | false | Within IPS guidelines |
P8079 | Systematic | IRA | USD | 2025-11-05 | 1,239,430 | 120,639 | 1,118,791 | 1 | 61.2 | 27.6 | 5.8 | 5.4 | TLT:37.3%;MUB:37.3%;MSFT:25.4% | US:59.1;EU:16.0;APAC:16.9;EM:6.2;Other:1.9 | Value:+0.5;Growth:-0.3;Quality:+0.8;Size:-0.8;Momentum:-0.2;LowVol:+0.8 | null | 7 | 25 | 4.6 | trailing 9% | 142 | 20.1 | Sideways | 16 | 4.24 | 2.7 | 101 | 10 | 62 | 41 | false | Buy | Add to core equity +1% | 2 | -16 | BrokerD | VWAP | 99 | null | null | Normal monitoring | 37 | -53 | 122 | 4 | false | Tighten stops on momentum names |
P8080 | Opportunistic | Trust | USD | 2025-04-13 | 1,025,840 | 86,861 | 938,979 | 1 | 65.7 | 10.9 | 16.5 | 6.8 | VNQ:21.3%;QQQ:10.8%;AMZN:21.3%;GLD:11.6%;IEF:13.9%;BRK.B:21.3% | US:67.9;EU:8.2;APAC:14.1;EM:7.8;Other:2.0 | Value:+0.7;Growth:+0.2;Quality:-0.3;Size:0.0;Momentum:-0.9;LowVol:-0.5 | NoDerivatives | 6 | 30 | 4.9 | trailing 7% | 252 | 34.7 | Bull | 15.4 | 4.11 | 2.7 | 112 | 82 | 100 | 45 | false | Sell | Trim extended winner -1% | -6 | -29 | BrokerC | MKT | 90 | null | null | Normal monitoring | -47 | 16 | -87 | 5 | false | Monitor dispersion and breadth |
P8081 | Hands-off | Roth | USD | 2025-07-30 | 578,523 | 49,417 | 529,106 | 1 | 66.1 | 21.9 | 2.7 | 9.2 | MSFT:23.1%;TLT:24.1%;IEF:24.1%;VTI:12.4%;BND:16.2% | US:70.8;EU:11.4;APAC:6.0;EM:7.9;Other:3.9 | Value:+0.3;Growth:+0.5;Quality:-0.7;Size:-0.1;Momentum:+0.9;LowVol:+0.9 | ESGOnly;MaxPos7% | 10 | 30 | 3.4 | hard 10% | 145 | 17 | Sideways | 18.1 | 4.16 | 3 | 95 | 34 | 56 | 50 | false | Hedge | Add TLT +1% as duration hedge | 28 | 14 | BrokerD | LMT | 88 | null | null | Normal monitoring | 35 | -46 | 166 | 4 | false | Increase defensive factor exposure |
P8082 | Hands-off | Taxable | USD | 2024-10-04 | 824,666 | 69,783 | 754,883 | 1 | 56 | 29 | 6 | 9 | VTI:33.3%;QQQ:33.3%;TSLA:33.3% | US:62.3;EU:12.6;APAC:12.7;EM:9.3;Other:3.0 | Value:-0.9;Growth:+0.4;Quality:+0.8;Size:-0.8;Momentum:+0.4;LowVol:-0.0 | ESGOnly;MaxPos8% | 7 | 25 | 3.1 | trailing 10% | 139 | 13.1 | Bull | 17.6 | 4.22 | 2.4 | 115 | 51 | 81 | 53 | false | Sell | Trim extended winner -1% | 18 | -29 | BrokerC | LMT | 100 | null | null | Normal monitoring | -14 | 20 | 44 | 3 | false | Monitor dispersion and breadth |
P8083 | Active | Trust | USD | 2025-08-23 | 1,083,399 | 76,579 | 1,006,820 | 1 | 60.3 | 23 | 7.8 | 8.9 | VTI:30.4%;BND:20.9%;AMZN:18.4%;VNQ:30.4% | US:69.4;EU:9.6;APAC:7.6;EM:9.6;Other:3.8 | Value:-0.9;Growth:+0.6;Quality:-0.8;Size:+0.9;Momentum:+0.5;LowVol:-0.8 | MaxPos6% | 5 | 25 | 4.8 | hard 12% | 138 | 22.2 | Bear | 26.5 | 3.75 | 1.1 | 192 | -43 | 13 | 59 | false | Rebalance | Shift +1% to bonds from equity | 6 | -38 | BrokerC | LMT | 95 | null | null | Normal monitoring | 90 | -55 | 225 | 3 | false | Tax-aware sells next window |
P8084 | Systematic | 401k | USD | 2025-08-14 | 1,403,841 | 129,894 | 1,273,947 | 1 | 58.6 | 31.3 | 4.2 | 5.9 | BND:25.1%;MSFT:24.7%;XLF:25.1%;VOO:25.1% | US:71.5;EU:7.1;APAC:11.2;EM:9.8;Other:0.3 | Value:-0.1;Growth:+0.8;Quality:-0.3;Size:-0.5;Momentum:-0.2;LowVol:+0.2 | null | 6 | 35 | 4.1 | hard 12% | 152 | 18.4 | Sideways | 14.3 | 4.11 | 3.1 | 97 | 28 | 75 | 45 | false | Sell | Trim extended winner -1% | 2 | -8 | BrokerD | VWAP | 99 | null | null | Normal monitoring | -28 | -6 | 21 | 3 | false | Tax-aware sells next window |
P8085 | Active | IRA | USD | 2025-06-06 | 940,477 | 108,999 | 831,478 | 1 | 61.5 | 26.8 | 4.4 | 7.4 | AAPL:22.7%;VNQ:19.4%;VOO:22.7%;VTI:22.7%;QQQ:12.7% | US:65.7;EU:15.8;APAC:12.6;EM:5.7;Other:0.2 | Value:-0.3;Growth:-0.5;Quality:-0.4;Size:-0.2;Momentum:-0.1;LowVol:-0.7 | MaxPos5% | 5 | 25 | 4.6 | trailing 9% | 165 | 21.9 | Volatile | 24.6 | 4.33 | 3.5 | 128 | 62 | 95 | 65 | false | Sell | Trim extended winner -1% | -10 | 5 | BrokerB | VWAP | 95 | null | null | Normal monitoring | -12 | -51 | -6 | 3 | false | Tax-aware sells next window |
P8086 | Opportunistic | Roth | USD | 2025-09-03 | 1,584,093 | 47,921 | 1,536,172 | 1 | 68.1 | 19 | 4.5 | 8.4 | VTI:29.1%;TLT:12.7%;GLD:29.1%;TSLA:29.1% | US:69.8;EU:14.8;APAC:6.3;EM:7.3;Other:1.8 | Value:+1.0;Growth:-0.8;Quality:+1.0;Size:+0.3;Momentum:-0.6;LowVol:0.0 | NoDerivatives | 7 | 25 | 4.9 | trailing 7% | 223 | 26.2 | Bull | 13.1 | 3.77 | 3 | 113 | 69 | 88 | 40 | false | Rebalance | Shift +1% to bonds from equity | 7 | -37 | BrokerA | LMT | 88 | null | null | Normal monitoring | 59 | 5 | 125 | 4 | false | Monitor dispersion and breadth |
P8087 | Opportunistic | IRA | USD | 2025-07-22 | 576,865 | 43,791 | 533,074 | 1 | 77.3 | 15.9 | 0 | 6.8 | XLF:11.0%;TSLA:22.1%;HYG:15.3%;VOO:22.1%;BND:12.2%;AMZN:17.2% | US:63.5;EU:15.3;APAC:10.3;EM:9.8;Other:1.1 | Value:+0.5;Growth:-0.7;Quality:+0.5;Size:-0.3;Momentum:+0.8;LowVol:+0.2 | NoDerivatives | 8 | 30 | 5.2 | trailing 7% | 204 | 29.8 | Sideways | 16.4 | 4.17 | 2.3 | 140 | 50 | 76 | 50 | false | Rebalance | Shift +1% to bonds from equity | 23 | -3 | BrokerA | MKT | 99 | null | null | Normal monitoring | 6 | -4 | 108 | 4 | false | Tighten stops on momentum names |
P8088 | Cautious | Trust | USD | 2025-03-13 | 520,269 | 77,419 | 442,850 | 1 | 46.3 | 37.1 | 0 | 16.6 | MSFT:26.5%;TLT:24.6%;QQQ:26.5%;VOO:22.3% | US:64.6;EU:14.7;APAC:12.1;EM:6.4;Other:2.2 | Value:+0.6;Growth:-0.7;Quality:-0.2;Size:+0.8;Momentum:+0.1;LowVol:+0.6 | ESGOnly;NoMargin | 6 | 30 | 5.1 | trailing 8% | 148 | 14.7 | Bull | 11.6 | 4.16 | 3.4 | 117 | 72 | 88 | 20 | false | Sell | Trim extended winner -1% | -9 | -39 | BrokerA | LMT | 95 | null | null | Normal monitoring | 7 | -10 | 138 | 4 | false | Increase defensive factor exposure |
P8089 | Cautious | IRA | USD | 2024-07-19 | 461,570 | 40,037 | 421,533 | 1 | 51.8 | 31.8 | 2.4 | 14 | MSFT:10.4%;XLF:13.1%;TSLA:22.5%;QQQ:9.9%;BRK.B:21.0%;GLD:23.1% | US:73.8;EU:9.3;APAC:8.3;EM:8.1;Other:0.5 | Value:-0.5;Growth:-0.1;Quality:+1.0;Size:-0.5;Momentum:+0.1;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 3.5 | trailing 8% | 136 | 17 | Bear | 26.6 | 3.57 | 1.5 | 169 | -111 | 5 | 60 | false | Buy | Add to core equity +1% | 2 | 7 | BrokerD | MKT | 92 | null | null | Normal monitoring | 89 | -34 | 103 | 4 | false | Increase defensive factor exposure |
P8090 | Hands-off | Trust | USD | 2024-10-20 | 407,733 | 31,961 | 375,772 | 1 | 62.3 | 19.2 | 12.5 | 5.9 | TLT:21.5%;VNQ:21.5%;VTI:14.1%;VOO:21.5%;BND:21.5% | US:78.5;EU:7.5;APAC:9.3;EM:4.6;Other:0.0 | Value:+0.3;Growth:-0.5;Quality:-0.9;Size:-0.4;Momentum:-0.2;LowVol:+0.2 | MaxPos6%;NoDerivatives | 7 | 25 | 4.7 | trailing 10% | 148 | 15.3 | Bull | 16 | 3.87 | 2.7 | 116 | 35 | 54 | 59 | false | NoAction | Within bands; monitor | 9 | -3 | BrokerB | VWAP | 100 | null | null | Normal monitoring | 35 | 15 | 0 | 3 | false | Tax-aware sells next window |
P8091 | Hands-off | Taxable | USD | 2024-12-24 | 242,487 | 10,642 | 231,845 | 1 | 57.9 | 16.4 | 16.9 | 8.8 | TLT:18.2%;AMZN:19.3%;MSFT:10.6%;GLD:18.9%;BRK.B:21.6%;HYG:11.3% | US:67.8;EU:6.7;APAC:14.4;EM:7.2;Other:3.9 | Value:-0.6;Growth:+0.8;Quality:+0.4;Size:-0.6;Momentum:+0.2;LowVol:-0.6 | MaxPos7% | 5 | 25 | 5.5 | hard 10% | 96 | 19.3 | Sideways | 15.2 | 3.61 | 2.7 | 128 | 42 | 80 | 43 | false | Hedge | Add TLT +1% as duration hedge | 25 | -35 | BrokerB | MKT | 85 | null | null | Normal monitoring | 118 | 6 | 193 | 4 | false | Within IPS guidelines |
P8092 | Active | Trust | USD | 2024-08-01 | 1,924,796 | 217,248 | 1,707,548 | 1 | 58 | 19.9 | 12.9 | 9.1 | HYG:12.7%;QQQ:21.6%;GLD:13.0%;VNQ:9.8%;TLT:21.6%;XLF:21.5% | US:71.7;EU:8.2;APAC:9.2;EM:6.8;Other:4.1 | Value:-0.6;Growth:+0.6;Quality:+0.8;Size:+0.4;Momentum:+0.1;LowVol:-0.4 | null | 6 | 30 | 4.6 | trailing 8% | 139 | 17 | Volatile | 30.4 | 4.19 | 3.3 | 143 | -33 | 48 | 70 | true | Hedge | Buy index puts 1% notional | -10 | -4 | BrokerC | MKT | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 53 | -31 | 167 | 2 | false | Within IPS guidelines |
P8093 | Cautious | Roth | USD | 2024-10-04 | 756,643 | 62,234 | 694,409 | 1 | 36 | 41.6 | 10 | 12.4 | AMZN:10.5%;VTI:8.6%;MUB:23.1%;VOO:23.1%;TLT:11.4%;BND:23.1% | US:61.3;EU:12.2;APAC:12.2;EM:10.1;Other:4.2 | Value:-0.1;Growth:-0.8;Quality:-0.9;Size:+0.6;Momentum:+0.5;LowVol:-0.6 | MaxPos8%;NoMargin | 5 | 30 | 5 | hard 10% | 163 | 14.2 | Volatile | 31.4 | 4.08 | 3.5 | 118 | 26 | 71 | 60 | false | Rebalance | Shift +1% to bonds from equity | 32 | -22 | BrokerD | LMT | 98 | null | null | Normal monitoring | 91 | -49 | 105 | 3 | false | Tighten stops on momentum names |
P8094 | Hands-off | Roth | USD | 2024-08-28 | 862,547 | 46,419 | 816,128 | 1 | 59 | 23.4 | 11 | 6.6 | BND:25.0%;QQQ:25.0%;TLT:25.0%;VOO:25.0% | US:57.7;EU:21.1;APAC:11.4;EM:8.9;Other:0.9 | Value:-0.7;Growth:-0.0;Quality:-0.5;Size:-0.0;Momentum:-0.8;LowVol:+1.0 | MaxPos7% | 6 | 25 | 3.5 | hard 10% | 119 | 12.5 | Volatile | 27.6 | 4.88 | 2.8 | 164 | 36 | 60 | 63 | false | Rebalance | Shift +1% to bonds from equity | 35 | -32 | BrokerA | MKT | 95 | null | null | Normal monitoring | -29 | -27 | 95 | 5 | false | Within IPS guidelines |
P8095 | Opportunistic | IRA | USD | 2024-08-28 | 660,222 | 46,031 | 614,191 | 1 | 72.9 | 20 | 1.4 | 5.7 | AMZN:7.4%;VOO:21.1%;IEF:17.4%;HYG:11.6%;VTI:21.2%;GLD:21.2% | US:68.4;EU:17.3;APAC:7.5;EM:6.4;Other:0.3 | Value:+0.8;Growth:+0.7;Quality:+0.8;Size:+0.1;Momentum:+0.8;LowVol:-0.3 | NoDerivatives | 6 | 35 | 5.6 | trailing 7% | 163 | 27.6 | Bull | 13.1 | 3.74 | 3.1 | 112 | 24 | 53 | 48 | false | Buy | Add to core equity +1% | 12 | -1 | BrokerD | LMT | 88 | null | null | Normal monitoring | 18 | -48 | 108 | 5 | false | Within IPS guidelines |
P8096 | Cautious | IRA | USD | 2025-10-31 | 310,960 | 45,128 | 265,832 | 1 | 37.8 | 37.7 | 9 | 15.4 | IEF:6.5%;GLD:14.4%;BRK.B:18.9%;TSLA:20.7%;VNQ:20.7%;HYG:18.8% | US:70.8;EU:8.9;APAC:13.3;EM:6.1;Other:1.0 | Value:-0.1;Growth:-0.6;Quality:+0.8;Size:0.0;Momentum:-0.4;LowVol:+0.2 | ESGOnly;MaxPos6%;NoMargin | 10 | 25 | 3.2 | trailing 10% | 160 | 16 | Bull | 16.9 | 4.3 | 2.2 | 93 | 48 | 70 | 44 | false | Buy | Add to core equity +1% | 13 | -26 | BrokerC | LMT | 95 | null | null | Normal monitoring | 104 | -24 | 168 | 3 | false | Increase defensive factor exposure |
P8097 | Hands-off | Trust | USD | 2025-08-04 | 607,338 | 44,952 | 562,386 | 1 | 69.5 | 16.8 | 7.7 | 6 | AAPL:12.7%;AMZN:19.2%;IEF:16.2%;VOO:18.0%;BND:21.9%;TLT:12.0% | US:69.6;EU:10.8;APAC:13.3;EM:4.4;Other:1.9 | Value:+0.4;Growth:+0.2;Quality:-0.5;Size:-0.5;Momentum:-0.5;LowVol:-0.0 | ESGOnly | 10 | 30 | 4.8 | trailing 8% | 157 | 13.5 | Volatile | 20.2 | 5.25 | 3.9 | 154 | 53 | 78 | 59 | false | Buy | Add to core equity +1% | 32 | -35 | BrokerD | VWAP | 86 | null | null | Normal monitoring | 92 | -5 | 149 | 5 | false | Monitor dispersion and breadth |
P8098 | Hands-off | 401k | USD | 2024-08-22 | 283,693 | 25,635 | 258,058 | 1 | 57.6 | 19.4 | 16.2 | 6.8 | GLD:16.2%;VOO:16.5%;BRK.B:16.2%;BND:20.1%;TLT:11.4%;VNQ:19.5% | US:57.1;EU:17.5;APAC:12.1;EM:8.3;Other:5.1 | Value:+0.8;Growth:+0.9;Quality:-0.5;Size:+0.6;Momentum:-0.3;LowVol:-1.0 | MaxPos7% | 7 | 30 | 4.7 | trailing 8% | 119 | 18.3 | Bull | 11.1 | 4.87 | 2.5 | 83 | 94 | 100 | 46 | false | Rebalance | Shift +1% to bonds from equity | -13 | -13 | BrokerB | LMT | 100 | null | null | Normal monitoring | 71 | -33 | 134 | 3 | false | Tax-aware sells next window |
P8099 | Systematic | Roth | USD | 2025-02-20 | 1,768,423 | 88,300 | 1,680,123 | 1 | 61 | 30.1 | 0 | 8.8 | VOO:18.1%;VTI:17.3%;QQQ:11.7%;VNQ:21.2%;TLT:15.3%;GLD:16.4% | US:68.0;EU:17.2;APAC:6.2;EM:7.6;Other:0.9 | Value:-0.0;Growth:-0.7;Quality:+0.8;Size:+0.7;Momentum:+0.8;LowVol:+0.4 | MaxPos5%;NoDerivatives | 8 | 35 | 4.1 | hard 12% | 204 | 17.1 | Volatile | 29 | 5.11 | 3.1 | 125 | 50 | 75 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | -39 | BrokerB | MKT | 88 | VAR>budget | Reduce | Risk above budget threshold | 7 | -9 | 132 | 4 | false | Increase defensive factor exposure |
P8100 | Opportunistic | 401k | USD | 2025-02-11 | 1,750,688 | 76,950 | 1,673,738 | 1 | 67.7 | 15.8 | 12.3 | 4.2 | IEF:34.1%;HYG:34.1%;XLF:31.8% | US:69.7;EU:13.0;APAC:11.3;EM:3.3;Other:2.7 | Value:0.0;Growth:-0.4;Quality:+0.5;Size:-0.5;Momentum:+0.5;LowVol:+0.2 | MaxPos7%;NoDerivatives | 5 | 35 | 4.9 | trailing 9% | 168 | 27.8 | Bull | 12.3 | 4.85 | 3.4 | 107 | 76 | 98 | 43 | false | Rebalance | Shift +1% to bonds from equity | 10 | 2 | BrokerB | LMT | 87 | null | null | Normal monitoring | -26 | -32 | 30 | 4 | false | Tax-aware sells next window |
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