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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8101 | Opportunistic | 401k | USD | 2025-04-21 | 774,935 | 57,613 | 717,322 | 1 | 62.4 | 12.8 | 17.5 | 7.3 | BND:37.4%;BRK.B:25.2%;VOO:37.4% | US:55.4;EU:15.0;APAC:16.1;EM:9.1;Other:4.4 | Value:+0.4;Growth:-0.4;Quality:-0.7;Size:+0.4;Momentum:+0.2;LowVol:0.0 | null | 6 | 25 | 5.5 | trailing 9% | 181 | 30.6 | Bull | 17.1 | 4.8 | 2.3 | 71 | 1 | 42 | 53 | false | NoAction | Within bands; monitor | 4 | -17 | BrokerD | MKT | 0 | null | null | Normal monitoring | 23 | -21 | -11 | 3 | false | Tax-aware sells next window |
P8102 | Active | Trust | USD | 2025-10-25 | 2,356,002 | 280,466 | 2,075,536 | 1 | 62.9 | 19.9 | 8.6 | 8.6 | HYG:25.8%;VOO:25.1%;XLF:23.4%;QQQ:25.8% | US:69.7;EU:12.9;APAC:6.1;EM:6.6;Other:4.7 | Value:+0.1;Growth:+0.8;Quality:+0.7;Size:-1.0;Momentum:+0.8;LowVol:+0.9 | null | 6 | 25 | 4.9 | trailing 9% | 175 | 25.2 | Volatile | 26.1 | 5.2 | 3 | 157 | 35 | 60 | 59 | true | Rebalance | Rebalance back to target bands | 18 | -2 | BrokerB | LMT | 85 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -56 | -22 | 20 | 4 | false | Tighten stops on momentum names |
P8103 | Opportunistic | 401k | USD | 2025-05-26 | 1,486,507 | 77,752 | 1,408,755 | 1.22 | 66.5 | 14.4 | 12.4 | 6.8 | MUB:9.7%;VNQ:22.4%;AAPL:22.4%;HYG:22.4%;BRK.B:14.9%;AMZN:8.2% | US:59.8;EU:15.7;APAC:14.0;EM:9.5;Other:1.0 | Value:-0.5;Growth:+0.4;Quality:+0.1;Size:+0.5;Momentum:+0.5;LowVol:-0.3 | null | 10 | 25 | 6.7 | trailing 9% | 272 | 27.6 | Sideways | 14.6 | 4.59 | 2.3 | 113 | 21 | 70 | 50 | false | Buy | Add to core equity +1% | 9 | -4 | BrokerD | MKT | 100 | null | null | Normal monitoring | 92 | -56 | 226 | 3 | false | Tighten stops on momentum names |
P8104 | Cautious | Trust | USD | 2024-08-14 | 495,374 | 70,932 | 424,442 | 1 | 47.2 | 43 | 0 | 9.8 | QQQ:33.3%;BND:33.3%;VOO:33.3% | US:72.7;EU:8.4;APAC:6.2;EM:8.9;Other:3.9 | Value:+0.6;Growth:-0.7;Quality:+0.4;Size:+0.2;Momentum:-0.4;LowVol:-0.2 | ESGOnly;NoMargin | 6 | 30 | 4 | hard 10% | 119 | 13.9 | Bear | 22.6 | 3.52 | 2.4 | 170 | -10 | 59 | 63 | false | Sell | Trim extended winner -1% | 8 | -21 | BrokerD | LMT | 98 | null | null | Normal monitoring | 108 | -23 | 75 | 3 | false | Increase defensive factor exposure |
P8105 | Cautious | Roth | USD | 2024-10-25 | 331,798 | 38,871 | 292,927 | 1 | 41.5 | 43.3 | 0 | 15.2 | XLF:23.5%;GLD:23.7%;TSLA:23.7%;BRK.B:10.1%;BND:19.1% | US:62.8;EU:12.7;APAC:13.1;EM:8.5;Other:2.9 | Value:-0.9;Growth:-0.6;Quality:-0.6;Size:-0.3;Momentum:-0.5;LowVol:-0.1 | ESGOnly;NoDerivatives;NoMargin | 8 | 30 | 3.7 | trailing 8% | 112 | 15.9 | Volatile | 29.1 | 3.68 | 3.4 | 173 | 34 | 52 | 66 | false | Sell | Trim extended winner -1% | 3 | 6 | BrokerA | MKT | 93 | null | null | Normal monitoring | 120 | -23 | 190 | 3 | false | Within IPS guidelines |
P8106 | Hands-off | 401k | USD | 2024-10-24 | 520,293 | 37,519 | 482,774 | 1 | 57.6 | 20.6 | 11.9 | 9.9 | AMZN:34.9%;BRK.B:30.2%;HYG:34.9% | US:81.3;EU:7.4;APAC:5.3;EM:3.4;Other:2.5 | Value:+0.1;Growth:-0.7;Quality:-0.1;Size:+0.7;Momentum:-0.5;LowVol:+0.1 | null | 7 | 25 | 5.2 | trailing 8% | 169 | 13.9 | Bull | 17.7 | 4.24 | 2.4 | 112 | 11 | 70 | 53 | false | Rebalance | Shift +1% to bonds from equity | 33 | -13 | BrokerD | LMT | 85 | null | null | Normal monitoring | 110 | -49 | 85 | 3 | false | Tax-aware sells next window |
P8107 | Active | Roth | USD | 2025-10-17 | 1,894,833 | 131,598 | 1,763,235 | 1.09 | 51.1 | 29.2 | 10 | 9.7 | MSFT:21.4%;IEF:20.1%;VTI:21.9%;BND:21.9%;GLD:14.6% | US:71.1;EU:6.9;APAC:11.9;EM:8.3;Other:1.8 | Value:-0.6;Growth:+0.5;Quality:-0.6;Size:-0.3;Momentum:-0.9;LowVol:0.0 | MaxPos8% | 8 | 30 | 5.3 | hard 12% | 172 | 22 | Bear | 28.4 | 4.01 | 2.8 | 130 | -93 | 5 | 77 | true | Hedge | Buy index puts 1% notional | 22 | 10 | BrokerD | MKT | 93 | VAR>budget | Reduce | Risk above budget threshold | -20 | -32 | 90 | 2 | false | Tax-aware sells next window |
P8108 | Cautious | 401k | USD | 2025-04-04 | 390,607 | 50,365 | 340,242 | 1 | 46.3 | 39.1 | 0 | 14.6 | IEF:18.8%;VOO:15.8%;QQQ:21.8%;MUB:21.8%;GLD:21.8% | US:60.7;EU:14.9;APAC:12.4;EM:8.4;Other:3.5 | Value:-0.3;Growth:-0.3;Quality:-0.9;Size:+0.2;Momentum:+0.4;LowVol:+0.5 | MaxPos7%;NoMargin | 5 | 30 | 5.9 | hard 10% | 107 | 13.3 | Sideways | 20.5 | 3.97 | 2.6 | 121 | -20 | 38 | 43 | false | Buy | Add to core equity +1% | 25 | 12 | BrokerB | VWAP | 89 | null | null | Normal monitoring | 103 | -32 | 182 | 3 | false | Tighten stops on momentum names |
P8109 | Hands-off | 401k | USD | 2025-08-03 | 752,987 | 53,662 | 699,325 | 1 | 57.4 | 27 | 6.3 | 9.4 | MUB:16.0%;TSLA:13.2%;XLF:21.0%;GLD:21.0%;BND:16.7%;VTI:12.1% | US:64.1;EU:14.9;APAC:7.0;EM:10.3;Other:3.5 | Value:-0.8;Growth:-0.4;Quality:-0.6;Size:-0.1;Momentum:+0.2;LowVol:-0.4 | MaxPos8% | 10 | 30 | 5.6 | hard 10% | 128 | 16.6 | Sideways | 14.2 | 3.92 | 2.9 | 96 | 60 | 80 | 52 | false | Sell | Trim extended winner -1% | 35 | 7 | BrokerD | MKT | 86 | null | null | Normal monitoring | -37 | -47 | -27 | 4 | false | Within IPS guidelines |
P8110 | Active | Trust | USD | 2024-08-18 | 1,648,577 | 132,873 | 1,515,704 | 1 | 59.3 | 24.6 | 10.8 | 5.3 | BND:13.6%;MUB:17.1%;HYG:21.8%;QQQ:21.8%;VOO:9.9%;TLT:15.7% | US:67.0;EU:10.9;APAC:9.5;EM:9.3;Other:3.3 | Value:+0.8;Growth:-0.8;Quality:-0.9;Size:+1.0;Momentum:0.0;LowVol:-0.9 | NoDerivatives | 8 | 25 | 5.2 | trailing 8% | 163 | 24 | Bull | 13.3 | 4.3 | 3.3 | 76 | 82 | 100 | 49 | false | Rebalance | Shift +1% to bonds from equity | 26 | 9 | BrokerC | MKT | 95 | null | null | Normal monitoring | 110 | -52 | 211 | 4 | false | Increase defensive factor exposure |
P8111 | Hands-off | Taxable | USD | 2025-04-24 | 379,513 | 34,195 | 345,318 | 1 | 57.8 | 16.7 | 18.5 | 7 | XLF:28.8%;BRK.B:28.8%;QQQ:28.8%;HYG:13.5% | US:71.1;EU:11.0;APAC:6.1;EM:8.5;Other:3.3 | Value:0.0;Growth:-0.6;Quality:-0.0;Size:+0.5;Momentum:-0.9;LowVol:-0.5 | ESGOnly | 8 | 25 | 3.5 | hard 10% | 105 | 16.8 | Bear | 25 | 3.33 | 2.9 | 151 | 23 | 63 | 57 | false | Buy | Add to core equity +1% | 4 | -35 | BrokerB | MKT | 98 | null | null | Normal monitoring | -41 | 15 | 61 | 5 | false | Increase defensive factor exposure |
P8112 | Opportunistic | IRA | USD | 2024-12-31 | 1,635,941 | 84,348 | 1,551,593 | 1 | 68.4 | 20.6 | 5.4 | 5.6 | MUB:33.3%;VNQ:33.3%;IEF:33.3% | US:74.1;EU:11.6;APAC:5.7;EM:4.3;Other:4.2 | Value:-0.7;Growth:-0.6;Quality:+0.6;Size:+0.4;Momentum:+0.5;LowVol:+0.4 | NoDerivatives | 5 | 30 | 6 | trailing 7% | 181 | 25.8 | Sideways | 14.1 | 4.57 | 3.1 | 138 | 50 | 63 | 57 | false | Buy | Add to core equity +1% | -8 | -8 | BrokerC | LMT | 97 | null | null | Normal monitoring | -37 | 7 | -34 | 4 | false | Tighten stops on momentum names |
P8113 | Opportunistic | Trust | USD | 2025-09-02 | 744,352 | 38,140 | 706,212 | 1.16 | 64.4 | 13.1 | 18.1 | 4.3 | AMZN:33.3%;HYG:33.3%;TSLA:33.3% | US:68.4;EU:16.4;APAC:8.1;EM:5.7;Other:1.5 | Value:+0.3;Growth:-0.7;Quality:-0.4;Size:+0.4;Momentum:-0.6;LowVol:+0.5 | null | 8 | 30 | 5.7 | trailing 7% | 197 | 33.1 | Bear | 35 | 3.31 | 2.6 | 202 | -69 | 5 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | -2 | BrokerD | LMT | 95 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 116 | 1 | 250 | 4 | true | Within IPS guidelines |
P8114 | Opportunistic | Taxable | USD | 2025-10-03 | 891,971 | 61,515 | 830,456 | 1 | 71.4 | 19.7 | 2.3 | 6.7 | VTI:19.3%;XLF:8.0%;MUB:12.9%;VNQ:21.9%;HYG:15.9%;TSLA:21.9% | US:61.4;EU:16.3;APAC:11.8;EM:8.6;Other:1.9 | Value:-1.0;Growth:-0.6;Quality:-0.8;Size:-0.2;Momentum:-0.5;LowVol:-0.7 | null | 6 | 35 | 4.4 | trailing 9% | 190 | 28.9 | Volatile | 20.2 | 3.72 | 2.3 | 149 | -31 | 22 | 54 | false | Sell | Trim extended winner -1% | 14 | -10 | BrokerA | MKT | 93 | null | null | Normal monitoring | 30 | -52 | 93 | 4 | false | Tax-aware sells next window |
P8115 | Cautious | Roth | USD | 2024-12-28 | 810,622 | 103,154 | 707,468 | 1 | 37.9 | 41.5 | 4.2 | 16.4 | AAPL:22.4%;BRK.B:18.6%;VOO:23.1%;BND:15.8%;GLD:9.0%;MUB:11.1% | US:69.6;EU:9.7;APAC:8.0;EM:7.9;Other:4.8 | Value:+0.6;Growth:-0.7;Quality:+0.7;Size:-0.9;Momentum:-0.2;LowVol:+0.1 | ESGOnly;NoMargin | 10 | 30 | 4.2 | hard 10% | 167 | 13.2 | Bear | 32.1 | 3.9 | 2.5 | 220 | -1 | 42 | 56 | false | Sell | Trim extended winner -1% | 31 | 6 | BrokerB | MKT | 95 | null | null | Normal monitoring | -10 | -17 | 108 | 3 | false | Increase defensive factor exposure |
P8116 | Systematic | 401k | USD | 2024-09-15 | 1,978,151 | 168,318 | 1,809,833 | 1 | 58.4 | 30.4 | 2.3 | 8.9 | TSLA:22.6%;MUB:25.8%;TLT:25.8%;GLD:25.8% | US:62.9;EU:16.7;APAC:6.0;EM:10.7;Other:3.6 | Value:+0.4;Growth:+0.3;Quality:-0.5;Size:+0.8;Momentum:+0.5;LowVol:-0.8 | MaxPos8% | 8 | 25 | 5.8 | trailing 8% | 124 | 18.6 | Volatile | 30.7 | 4.61 | 3.5 | 139 | -24 | 41 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | 0 | BrokerA | LMT | 85 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -1 | -21 | 55 | 5 | false | Monitor dispersion and breadth |
P8117 | Opportunistic | 401k | USD | 2025-08-25 | 890,087 | 40,488 | 849,599 | 1 | 65.2 | 21.6 | 6.3 | 7 | QQQ:20.2%;TLT:28.6%;AAPL:22.5%;AMZN:28.6% | US:69.4;EU:8.6;APAC:10.5;EM:10.0;Other:1.5 | Value:-0.3;Growth:+0.1;Quality:+0.1;Size:-0.7;Momentum:+0.1;LowVol:-0.6 | null | 10 | 35 | 5 | trailing 9% | 270 | 23.5 | Volatile | 28.5 | 3.81 | 4.2 | 141 | 2 | 43 | 81 | true | Rebalance | Rebalance back to target bands | -8 | -32 | BrokerB | LMT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -7 | 10 | -17 | 3 | false | Within IPS guidelines |
P8118 | Cautious | IRA | USD | 2024-12-19 | 175,678 | 19,406 | 156,272 | 1 | 46.3 | 38.2 | 0 | 15.5 | VTI:19.6%;AAPL:21.0%;TLT:21.1%;MUB:17.3%;IEF:21.1% | US:64.7;EU:19.7;APAC:6.6;EM:4.6;Other:4.4 | Value:+0.6;Growth:+0.4;Quality:+0.9;Size:-0.2;Momentum:+0.7;LowVol:-0.6 | ESGOnly;NoDerivatives;NoMargin | 6 | 35 | 5.2 | hard 10% | 161 | 16.5 | Sideways | 20.2 | 3.68 | 2.9 | 140 | 22 | 48 | 41 | false | Rebalance | Shift +1% to bonds from equity | 0 | 3 | BrokerC | LMT | 88 | null | null | Normal monitoring | 82 | 3 | 128 | 5 | false | Increase defensive factor exposure |
P8119 | Active | Roth | USD | 2024-07-18 | 1,712,829 | 169,810 | 1,543,019 | 1.08 | 51.9 | 25.4 | 15.6 | 7.2 | TSLA:8.3%;VNQ:18.8%;AMZN:20.5%;XLF:11.4%;MSFT:20.4%;HYG:20.5% | US:67.9;EU:17.2;APAC:6.1;EM:6.3;Other:2.6 | Value:-0.2;Growth:+0.4;Quality:-0.1;Size:+0.3;Momentum:-0.2;LowVol:+0.5 | null | 8 | 35 | 5.4 | hard 12% | 210 | 22.4 | Volatile | 27.6 | 3.81 | 2.6 | 141 | 71 | 88 | 70 | false | Hedge | Add TLT +1% as duration hedge | -9 | 5 | BrokerB | LMT | 95 | null | null | Normal monitoring | 4 | -1 | 44 | 3 | false | Tax-aware sells next window |
P8120 | Cautious | Roth | USD | 2025-08-01 | 591,755 | 55,659 | 536,096 | 1 | 43.7 | 39.5 | 0 | 16.7 | VOO:36.9%;GLD:36.9%;VNQ:26.1% | US:69.8;EU:15.7;APAC:7.1;EM:7.3;Other:0.2 | Value:+0.8;Growth:+0.1;Quality:+0.7;Size:+0.8;Momentum:-0.2;LowVol:0.0 | ESGOnly;NoMargin | 7 | 35 | 4.3 | trailing 10% | 129 | 19.4 | Volatile | 24 | 5.26 | 3.5 | 161 | 31 | 69 | 44 | false | NoAction | Within bands; monitor | -12 | -23 | BrokerD | LMT | 89 | null | null | Normal monitoring | -31 | -35 | -38 | 3 | false | Tax-aware sells next window |
P8121 | Opportunistic | Roth | USD | 2024-07-22 | 1,123,042 | 50,992 | 1,072,050 | 1 | 64.4 | 18.1 | 11.3 | 6.2 | AMZN:21.9%;BND:20.6%;IEF:9.7%;XLF:18.9%;AAPL:21.9%;VNQ:6.8% | US:71.5;EU:12.1;APAC:8.5;EM:3.3;Other:4.6 | Value:+0.8;Growth:+0.2;Quality:+0.4;Size:-0.7;Momentum:-0.3;LowVol:-0.5 | MaxPos6% | 7 | 30 | 6.2 | hard 12% | 227 | 30.1 | Sideways | 15.3 | 4.16 | 2.9 | 100 | 53 | 68 | 57 | false | Buy | Add to core equity +1% | -8 | -15 | BrokerA | LMT | 91 | null | null | Normal monitoring | -41 | 5 | 52 | 4 | false | Tighten stops on momentum names |
P8122 | Opportunistic | Trust | USD | 2024-07-26 | 1,021,582 | 84,143 | 937,439 | 1.16 | 63.1 | 14.6 | 15 | 7.2 | AAPL:28.2%;VOO:15.4%;MUB:28.2%;TLT:28.2% | US:60.0;EU:17.3;APAC:10.2;EM:9.4;Other:3.1 | Value:+0.2;Growth:-0.7;Quality:-0.5;Size:+0.3;Momentum:+0.5;LowVol:-0.4 | MaxPos6% | 7 | 30 | 5.7 | trailing 9% | 183 | 34 | Bull | 17.4 | 3.69 | 3.5 | 79 | 44 | 69 | 49 | false | Sell | Trim extended winner -1% | 12 | -39 | BrokerC | LMT | 95 | null | null | Normal monitoring | 88 | -44 | 207 | 5 | false | Increase defensive factor exposure |
P8123 | Systematic | Trust | USD | 2024-07-19 | 1,452,717 | 73,182 | 1,379,535 | 1 | 62.7 | 30.2 | 0 | 7.1 | VTI:21.2%;AAPL:21.9%;XLF:13.2%;MUB:21.9%;HYG:21.9% | US:76.0;EU:10.4;APAC:8.0;EM:4.3;Other:1.3 | Value:+0.6;Growth:-0.9;Quality:+0.1;Size:0.0;Momentum:+1.0;LowVol:-0.2 | NoDerivatives | 7 | 25 | 5.8 | trailing 8% | 173 | 20.4 | Bull | 17 | 4.93 | 2.5 | 71 | 86 | 100 | 58 | false | Buy | Add to core equity +1% | 18 | -9 | BrokerD | LMT | 85 | null | null | Normal monitoring | -31 | -6 | 100 | 5 | false | Increase defensive factor exposure |
P8124 | Hands-off | Taxable | USD | 2025-11-28 | 646,643 | 42,190 | 604,453 | 1 | 70.6 | 22.1 | 0.7 | 6.6 | VTI:28.0%;HYG:28.0%;BND:16.1%;MUB:28.0% | US:61.2;EU:12.4;APAC:12.5;EM:12.8;Other:1.2 | Value:-0.3;Growth:-0.7;Quality:+0.3;Size:+0.3;Momentum:-0.4;LowVol:-0.3 | ESGOnly | 6 | 30 | 3.7 | trailing 8% | 112 | 12.3 | Bear | 33 | 4.07 | 1.2 | 202 | -17 | 26 | 97 | true | Rebalance | Rebalance back to target bands | 19 | -2 | BrokerB | LMT | 85 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 53 | 5 | 156 | 2 | false | Tighten stops on momentum names |
P8125 | Active | IRA | USD | 2024-10-08 | 821,135 | 79,517 | 741,618 | 1 | 62.3 | 31.2 | 0 | 6.5 | AMZN:33.3%;QQQ:33.3%;TSLA:33.3% | US:63.7;EU:12.2;APAC:11.1;EM:12.4;Other:0.5 | Value:+0.5;Growth:+0.3;Quality:+0.7;Size:+0.1;Momentum:-0.4;LowVol:-0.7 | null | 6 | 30 | 4.8 | trailing 9% | 164 | 23.1 | Sideways | 16.9 | 4.14 | 3.1 | 129 | 10 | 65 | 42 | false | Buy | Add to core equity +1% | 23 | 15 | BrokerD | MKT | 93 | null | null | Normal monitoring | 106 | -4 | 133 | 4 | false | Tighten stops on momentum names |
P8126 | Opportunistic | Trust | USD | 2024-10-15 | 976,678 | 66,301 | 910,377 | 1 | 73 | 18.6 | 0 | 8.5 | TLT:20.6%;VOO:18.7%;QQQ:13.1%;VTI:20.6%;TSLA:12.2%;BND:14.8% | US:65.7;EU:11.3;APAC:15.3;EM:6.1;Other:1.6 | Value:+0.9;Growth:0.0;Quality:-0.2;Size:+0.3;Momentum:+0.5;LowVol:-0.9 | MaxPos7% | 10 | 25 | 5.1 | hard 12% | 267 | 31.4 | Volatile | 22.4 | 4.61 | 4.4 | 121 | 20 | 61 | 72 | true | Hedge | Buy index puts 1% notional | -7 | -13 | BrokerA | VWAP | 92 | RegimeShift | Pause | Volatility spike and breadth deterioration | -51 | -6 | 65 | 4 | false | Tighten stops on momentum names |
P8127 | Hands-off | 401k | USD | 2025-03-26 | 468,264 | 19,880 | 448,384 | 1 | 65.5 | 24.1 | 4.5 | 5.9 | TSLA:12.6%;GLD:20.0%;IEF:23.7%;QQQ:11.5%;TLT:23.7%;AMZN:8.5% | US:74.7;EU:7.2;APAC:8.6;EM:8.9;Other:0.6 | Value:-0.3;Growth:-0.4;Quality:-0.7;Size:-0.4;Momentum:+0.5;LowVol:-0.4 | null | 7 | 25 | 3.2 | trailing 8% | 120 | 13.5 | Volatile | 21.2 | 3.78 | 4.5 | 126 | 35 | 67 | 60 | false | Buy | Add to core equity +1% | -2 | 4 | BrokerA | MKT | 94 | null | null | Normal monitoring | 110 | 16 | 195 | 5 | false | Monitor dispersion and breadth |
P8128 | Cautious | Roth | USD | 2025-05-28 | 505,147 | 52,806 | 452,341 | 1 | 39.3 | 43.5 | 0.5 | 16.7 | VOO:23.4%;QQQ:22.3%;BRK.B:23.4%;AAPL:9.6%;TSLA:21.2% | US:73.2;EU:5.7;APAC:12.2;EM:5.3;Other:3.5 | Value:-0.6;Growth:-0.9;Quality:-0.8;Size:-0.1;Momentum:+0.1;LowVol:-0.5 | ESGOnly;NoMargin | 7 | 25 | 5.4 | trailing 10% | 115 | 17.2 | Sideways | 20.8 | 3.8 | 3.1 | 138 | -21 | 32 | 36 | false | NoAction | Within bands; monitor | 7 | -15 | BrokerC | MKT | 0 | null | null | Normal monitoring | -56 | -36 | 54 | 3 | false | Monitor dispersion and breadth |
P8129 | Opportunistic | Roth | USD | 2025-01-24 | 1,566,108 | 139,518 | 1,426,590 | 1 | 73.1 | 13.5 | 6 | 7.4 | AMZN:25.9%;BRK.B:25.9%;IEF:25.9%;QQQ:22.4% | US:66.7;EU:16.0;APAC:10.7;EM:5.0;Other:1.6 | Value:+0.9;Growth:+0.1;Quality:-0.8;Size:-0.9;Momentum:-0.6;LowVol:+0.1 | null | 7 | 25 | 6.5 | trailing 7% | 207 | 21.2 | Bear | 22.4 | 4.4 | 1.8 | 162 | -87 | 12 | 65 | false | Rebalance | Shift +1% to bonds from equity | 31 | -38 | BrokerC | MKT | 86 | null | null | Normal monitoring | 50 | -22 | 27 | 5 | false | Monitor dispersion and breadth |
P8130 | Active | IRA | USD | 2025-03-19 | 507,257 | 30,455 | 476,802 | 1.14 | 67.7 | 23.6 | 1.3 | 7.4 | VOO:33.3%;TSLA:33.3%;AAPL:33.3% | US:73.9;EU:9.8;APAC:8.1;EM:7.5;Other:0.8 | Value:-0.3;Growth:+1.0;Quality:-0.1;Size:-0.5;Momentum:+0.2;LowVol:-0.9 | MaxPos7%;NoDerivatives | 6 | 30 | 4.2 | trailing 8% | 134 | 18.2 | Volatile | 20.1 | 4.09 | 4.1 | 142 | 21 | 49 | 68 | true | Hedge | Buy index puts 1% notional | 30 | -36 | BrokerB | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | -19 | -20 | 30 | 4 | true | Tighten stops on momentum names |
P8131 | Opportunistic | Taxable | USD | 2024-10-03 | 658,579 | 38,788 | 619,791 | 1.17 | 62.3 | 19.3 | 11.2 | 7.2 | VOO:26.5%;AAPL:26.5%;GLD:26.5%;VNQ:20.4% | US:65.3;EU:15.2;APAC:7.4;EM:9.3;Other:2.7 | Value:+0.8;Growth:-0.8;Quality:+0.9;Size:+0.3;Momentum:-0.2;LowVol:-0.6 | null | 10 | 30 | 6.5 | hard 12% | 255 | 33.4 | Sideways | 21.9 | 4.06 | 3.5 | 136 | 32 | 72 | 63 | false | NoAction | Within bands; monitor | -3 | 4 | BrokerD | MKT | 0 | null | null | Normal monitoring | 52 | 5 | 35 | 5 | false | Within IPS guidelines |
P8132 | Hands-off | 401k | USD | 2025-11-09 | 749,577 | 41,142 | 708,435 | 1 | 68.6 | 20.1 | 4.1 | 7.1 | AAPL:33.3%;BND:33.3%;QQQ:33.3% | US:58.3;EU:16.9;APAC:12.8;EM:10.7;Other:1.4 | Value:+0.7;Growth:+0.6;Quality:-0.6;Size:-0.8;Momentum:+0.5;LowVol:-0.8 | ESGOnly | 10 | 25 | 4.3 | trailing 8% | 127 | 19.3 | Bear | 30.4 | 3.72 | 2.1 | 179 | -89 | 9 | 84 | true | Rebalance | Rebalance back to target bands | -5 | -40 | BrokerA | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -15 | -4 | 68 | 3 | false | Tighten stops on momentum names |
P8133 | Active | IRA | USD | 2024-10-27 | 1,029,395 | 102,065 | 927,330 | 1 | 59.4 | 18.5 | 16.4 | 5.8 | VNQ:19.4%;AAPL:21.6%;QQQ:18.1%;VOO:21.6%;GLD:19.4% | US:57.1;EU:19.9;APAC:6.3;EM:11.9;Other:4.9 | Value:-0.5;Growth:+0.1;Quality:-0.9;Size:+0.6;Momentum:+0.8;LowVol:+1.0 | NoDerivatives | 5 | 25 | 5.1 | trailing 8% | 207 | 21.9 | Volatile | 26.2 | 5.37 | 3.7 | 116 | -60 | 35 | 74 | true | Hedge | Buy index puts 1% notional | 9 | -18 | BrokerC | MKT | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 65 | -1 | 194 | 3 | false | Monitor dispersion and breadth |
P8134 | Active | Roth | USD | 2024-10-21 | 1,160,298 | 113,070 | 1,047,228 | 1 | 50.6 | 26.4 | 15.3 | 7.6 | AMZN:17.4%;VTI:26.9%;BRK.B:14.1%;GLD:14.8%;TSLA:26.9% | US:66.7;EU:12.2;APAC:12.3;EM:7.8;Other:0.9 | Value:+0.3;Growth:-0.4;Quality:+0.5;Size:-0.3;Momentum:+0.5;LowVol:+0.5 | null | 6 | 25 | 4.1 | trailing 9% | 158 | 17.1 | Sideways | 20.5 | 4.68 | 2.9 | 110 | -10 | 57 | 55 | true | Hedge | Buy index puts 1% notional | -12 | -11 | BrokerD | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | 83 | -1 | 90 | 5 | false | Tighten stops on momentum names |
P8135 | Cautious | Trust | USD | 2024-07-16 | 284,885 | 23,436 | 261,449 | 1 | 52.2 | 31.3 | 5.3 | 11.2 | TLT:27.9%;VTI:19.4%;VNQ:27.9%;AMZN:24.8% | US:64.8;EU:20.0;APAC:6.2;EM:3.9;Other:5.1 | Value:+0.3;Growth:-0.6;Quality:-0.6;Size:+0.1;Momentum:-0.6;LowVol:-0.0 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 7 | 35 | 5.9 | trailing 8% | 167 | 14.7 | Sideways | 20.3 | 4.99 | 2.9 | 115 | 51 | 85 | 56 | false | Rebalance | Shift +1% to bonds from equity | 14 | -36 | BrokerD | LMT | 97 | null | null | Normal monitoring | 66 | -18 | 130 | 4 | false | Within IPS guidelines |
P8136 | Hands-off | Trust | USD | 2025-10-26 | 482,712 | 29,635 | 453,077 | 1 | 66.7 | 22.5 | 2.1 | 8.6 | VOO:22.5%;TSLA:22.5%;AAPL:22.5%;HYG:20.1%;XLF:12.4% | US:64.5;EU:18.0;APAC:8.9;EM:5.1;Other:3.6 | Value:-0.0;Growth:+0.4;Quality:-0.2;Size:+0.5;Momentum:-0.1;LowVol:0.0 | ESGOnly;MaxPos7% | 10 | 30 | 4.7 | trailing 8% | 147 | 15.4 | Volatile | 31.9 | 5.27 | 2.4 | 134 | 46 | 81 | 85 | true | Hedge | Buy index puts 1% notional | 2 | -12 | BrokerA | MKT | 95 | RegimeShift | Pause | Volatility spike and breadth deterioration | 63 | 10 | 155 | 3 | true | Increase defensive factor exposure |
P8137 | Cautious | Roth | USD | 2025-05-21 | 258,293 | 24,648 | 233,645 | 1 | 43.1 | 34.6 | 10.1 | 12.3 | IEF:34.4%;BND:31.3%;XLF:34.4% | US:67.5;EU:10.4;APAC:11.7;EM:9.6;Other:0.7 | Value:-0.8;Growth:+0.2;Quality:+0.3;Size:-0.2;Momentum:+0.2;LowVol:+0.2 | NoMargin | 7 | 25 | 5.2 | trailing 8% | 96 | 18.1 | Bull | 11 | 3.56 | 3.2 | 84 | 94 | 100 | 30 | false | Buy | Add to core equity +1% | -8 | -23 | BrokerC | MKT | 96 | null | null | Normal monitoring | 71 | -51 | 60 | 3 | false | Tax-aware sells next window |
P8138 | Systematic | Taxable | USD | 2025-09-30 | 616,837 | 51,925 | 564,912 | 1 | 61.2 | 30 | 3.3 | 5.5 | VOO:21.1%;MSFT:26.3%;AMZN:26.3%;QQQ:26.3% | US:60.7;EU:15.8;APAC:10.7;EM:7.7;Other:5.1 | Value:+0.9;Growth:+0.5;Quality:+0.3;Size:+0.2;Momentum:+0.3;LowVol:+0.4 | MaxPos8% | 8 | 35 | 5.4 | hard 12% | 133 | 22.6 | Sideways | 21.3 | 3.56 | 3.3 | 129 | 54 | 78 | 53 | true | Hedge | Buy index puts 1% notional | -7 | 7 | BrokerD | MKT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 1 | -42 | 103 | 5 | false | Monitor dispersion and breadth |
P8139 | Active | Roth | USD | 2024-07-21 | 2,112,646 | 178,462 | 1,934,184 | 1 | 66.6 | 20.2 | 4.1 | 9 | MUB:20.0%;VTI:26.7%;MSFT:26.7%;BRK.B:26.7% | US:65.7;EU:12.2;APAC:10.8;EM:7.4;Other:3.9 | Value:-0.7;Growth:-0.3;Quality:+0.3;Size:+0.5;Momentum:-0.4;LowVol:+0.3 | NoDerivatives | 5 | 35 | 5.6 | trailing 8% | 162 | 25.9 | Bull | 15.6 | 4.02 | 2.9 | 94 | 9 | 58 | 49 | false | Sell | Trim extended winner -1% | 0 | -5 | BrokerC | MKT | 97 | null | null | Normal monitoring | 75 | -5 | 145 | 5 | false | Within IPS guidelines |
P8140 | Active | Roth | USD | 2024-10-16 | 619,829 | 69,297 | 550,532 | 1 | 55.1 | 20 | 15.4 | 9.5 | BND:19.8%;XLF:26.7%;IEF:26.7%;TLT:26.7% | US:60.2;EU:19.7;APAC:8.2;EM:8.4;Other:3.5 | Value:-0.8;Growth:+0.8;Quality:-0.8;Size:-0.2;Momentum:+1.0;LowVol:-0.2 | MaxPos8% | 8 | 30 | 5.8 | hard 12% | 122 | 26.4 | Bull | 15.5 | 3.8 | 3.2 | 75 | 40 | 62 | 40 | false | Sell | Trim extended winner -1% | -15 | -25 | BrokerB | VWAP | 92 | null | null | Normal monitoring | -41 | -6 | 33 | 3 | false | Monitor dispersion and breadth |
P8141 | Cautious | Trust | USD | 2024-08-07 | 370,722 | 34,835 | 335,887 | 1 | 39.4 | 34.7 | 12 | 13.9 | XLF:26.5%;MSFT:26.5%;AMZN:24.6%;MUB:22.3% | US:69.1;EU:5.9;APAC:14.8;EM:9.6;Other:0.6 | Value:+0.9;Growth:+0.6;Quality:-0.2;Size:+0.8;Momentum:-0.1;LowVol:+0.9 | MaxPos8%;NoMargin | 10 | 30 | 5.8 | trailing 10% | 90 | 15 | Sideways | 21.4 | 3.68 | 2.8 | 139 | 49 | 76 | 40 | false | Rebalance | Shift +1% to bonds from equity | -10 | -22 | BrokerB | LMT | 95 | null | null | Normal monitoring | -10 | -36 | -39 | 3 | false | Within IPS guidelines |
P8142 | Active | Trust | USD | 2025-10-04 | 1,472,338 | 157,213 | 1,315,125 | 1 | 60.4 | 30.2 | 0 | 9.5 | QQQ:33.3%;BRK.B:33.3%;TSLA:33.3% | US:64.4;EU:13.0;APAC:11.1;EM:9.4;Other:2.0 | Value:-0.1;Growth:+0.1;Quality:+0.3;Size:+0.6;Momentum:-0.7;LowVol:+0.1 | NoDerivatives | 7 | 25 | 4.1 | hard 12% | 167 | 16.5 | Bull | 11.8 | 4.15 | 3.4 | 70 | 74 | 90 | 30 | false | Rebalance | Shift +1% to bonds from equity | 23 | 12 | BrokerD | MKT | 88 | null | null | Normal monitoring | 50 | -51 | 158 | 3 | false | Tighten stops on momentum names |
P8143 | Cautious | Roth | USD | 2025-06-20 | 523,697 | 54,540 | 469,157 | 1 | 50.6 | 34.9 | 0 | 14.5 | AMZN:15.8%;AAPL:28.1%;TLT:28.1%;IEF:28.1% | US:62.5;EU:14.0;APAC:12.8;EM:8.2;Other:2.6 | Value:+0.7;Growth:-0.1;Quality:-0.3;Size:-0.5;Momentum:+0.7;LowVol:-0.8 | NoDerivatives;NoMargin | 6 | 30 | 4.8 | trailing 8% | 115 | 17.4 | Volatile | 25.9 | 3.6 | 3.6 | 175 | -34 | 22 | 57 | false | Buy | Add to core equity +1% | 17 | 6 | BrokerC | LMT | 91 | null | null | Normal monitoring | -6 | -60 | -36 | 3 | false | Tighten stops on momentum names |
P8144 | Active | Taxable | USD | 2025-03-16 | 690,061 | 63,095 | 626,966 | 1.07 | 63 | 28.7 | 0 | 8.3 | AAPL:38.9%;IEF:22.1%;VNQ:38.9% | US:63.6;EU:17.5;APAC:6.5;EM:9.9;Other:2.4 | Value:+0.7;Growth:-0.4;Quality:+0.7;Size:+0.1;Momentum:+0.1;LowVol:-0.6 | null | 8 | 30 | 4.6 | trailing 9% | 120 | 21.3 | Bear | 33 | 3.7 | 2.6 | 195 | -20 | 39 | 93 | true | Hedge | Buy index puts 1% notional | 20 | -21 | BrokerA | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | 3 | -36 | 17 | 2 | false | Monitor dispersion and breadth |
P8145 | Cautious | Trust | USD | 2025-07-06 | 524,905 | 58,724 | 466,181 | 1 | 41.8 | 33.8 | 9.6 | 14.8 | GLD:25.1%;MSFT:25.1%;BND:25.1%;BRK.B:24.6% | US:72.3;EU:7.0;APAC:10.6;EM:9.8;Other:0.4 | Value:-0.5;Growth:-0.1;Quality:-0.2;Size:+0.8;Momentum:-0.9;LowVol:+1.0 | NoMargin | 5 | 25 | 3.3 | trailing 10% | 151 | 15.1 | Bull | 17.8 | 3.61 | 2.2 | 103 | 106 | 100 | 39 | false | NoAction | Within bands; monitor | 17 | -23 | BrokerD | LMT | 98 | null | null | Normal monitoring | 106 | 17 | 101 | 4 | false | Within IPS guidelines |
P8146 | Cautious | 401k | USD | 2025-02-13 | 197,203 | 20,924 | 176,279 | 1 | 46.7 | 33.5 | 4.6 | 15.2 | GLD:36.2%;VNQ:27.6%;VOO:36.2% | US:64.9;EU:17.4;APAC:9.6;EM:6.9;Other:1.2 | Value:+1.0;Growth:+1.0;Quality:-0.3;Size:+0.2;Momentum:-0.7;LowVol:-0.7 | NoMargin | 10 | 25 | 3 | trailing 10% | 140 | 15.8 | Volatile | 29 | 5.46 | 3.9 | 158 | 50 | 78 | 63 | false | Sell | Trim extended winner -1% | 4 | -26 | BrokerB | MKT | 89 | null | null | Normal monitoring | 32 | -25 | 31 | 4 | false | Increase defensive factor exposure |
P8147 | Systematic | IRA | USD | 2025-11-13 | 1,121,635 | 46,461 | 1,075,174 | 1 | 66.3 | 24.5 | 3 | 6.1 | VNQ:24.6%;HYG:14.6%;BND:11.5%;IEF:24.6%;QQQ:24.6% | US:65.7;EU:14.9;APAC:7.6;EM:8.2;Other:3.7 | Value:-0.2;Growth:+0.5;Quality:+0.7;Size:-0.1;Momentum:-0.9;LowVol:-0.4 | null | 6 | 35 | 4.9 | hard 12% | 191 | 20.3 | Volatile | 20.1 | 4.11 | 3.2 | 144 | 28 | 70 | 59 | false | Rebalance | Shift +1% to bonds from equity | 21 | -39 | BrokerD | MKT | 90 | null | null | Normal monitoring | -15 | -24 | -12 | 4 | false | Tax-aware sells next window |
P8148 | Cautious | 401k | USD | 2024-09-26 | 554,476 | 67,077 | 487,399 | 1 | 45.5 | 39.4 | 0 | 15.1 | TLT:33.3%;QQQ:33.3%;GLD:33.3% | US:73.6;EU:6.2;APAC:7.4;EM:10.4;Other:2.4 | Value:+0.8;Growth:-0.7;Quality:+0.7;Size:-0.4;Momentum:+0.4;LowVol:-0.4 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 10 | 30 | 3.7 | trailing 10% | 158 | 17.8 | Bear | 25.4 | 3.49 | 1.2 | 193 | 32 | 79 | 64 | false | Rebalance | Shift +1% to bonds from equity | 2 | 0 | BrokerC | MKT | 88 | null | null | Normal monitoring | 0 | 11 | 109 | 5 | false | Monitor dispersion and breadth |
P8149 | Active | Taxable | USD | 2025-01-09 | 1,939,958 | 125,824 | 1,814,134 | 1 | 54.2 | 18.9 | 19.2 | 7.7 | MSFT:22.0%;QQQ:22.0%;HYG:8.8%;VTI:14.3%;VOO:10.8%;TSLA:22.0% | US:64.6;EU:15.0;APAC:15.5;EM:3.3;Other:1.6 | Value:+0.5;Growth:+0.3;Quality:-0.5;Size:+0.5;Momentum:-1.0;LowVol:+1.0 | null | 8 | 25 | 4.3 | trailing 8% | 195 | 23.9 | Bull | 15.7 | 4.54 | 3.5 | 117 | 50 | 60 | 44 | false | Rebalance | Shift +1% to bonds from equity | 24 | -20 | BrokerD | MKT | 98 | null | null | Normal monitoring | 78 | 7 | 72 | 3 | false | Tighten stops on momentum names |
P8150 | Active | Roth | USD | 2024-08-24 | 964,616 | 100,015 | 864,601 | 1.14 | 68.1 | 18.6 | 6.5 | 6.8 | GLD:21.4%;VTI:21.4%;BND:21.4%;BRK.B:14.8%;TSLA:21.1% | US:66.2;EU:15.8;APAC:8.5;EM:8.8;Other:0.7 | Value:-0.3;Growth:0.0;Quality:-0.6;Size:-0.9;Momentum:-0.3;LowVol:-0.3 | null | 5 | 25 | 4.2 | trailing 8% | 123 | 20.8 | Volatile | 22.9 | 4.08 | 3.1 | 179 | 3 | 58 | 69 | false | Sell | Trim extended winner -1% | 26 | 2 | BrokerC | LMT | 92 | null | null | Normal monitoring | 89 | -36 | 146 | 4 | false | Within IPS guidelines |
P8151 | Systematic | Roth | USD | 2025-11-08 | 1,399,960 | 66,940 | 1,333,020 | 1 | 58.3 | 25.8 | 7.7 | 8.2 | HYG:27.0%;MUB:23.5%;TLT:22.5%;VNQ:27.0% | US:70.1;EU:8.5;APAC:8.0;EM:7.5;Other:5.8 | Value:-0.8;Growth:+0.8;Quality:-0.9;Size:+0.5;Momentum:-0.1;LowVol:+0.6 | MaxPos5% | 7 | 25 | 5.6 | trailing 9% | 209 | 16.4 | Sideways | 16.9 | 3.69 | 3.3 | 138 | 15 | 59 | 42 | false | Sell | Trim extended winner -1% | 14 | 0 | BrokerD | LMT | 86 | null | null | Normal monitoring | 28 | -8 | 25 | 5 | false | Tighten stops on momentum names |
P8152 | Hands-off | IRA | USD | 2024-11-03 | 446,264 | 18,163 | 428,101 | 1 | 59.1 | 18.1 | 16.4 | 6.4 | TSLA:20.0%;HYG:26.7%;VNQ:26.7%;AAPL:26.7% | US:58.5;EU:16.5;APAC:16.1;EM:8.3;Other:0.6 | Value:-0.8;Growth:+1.0;Quality:-0.8;Size:+0.8;Momentum:-0.4;LowVol:-0.6 | null | 8 | 35 | 3.3 | trailing 10% | 119 | 18.5 | Sideways | 17.7 | 3.58 | 2.4 | 118 | -24 | 34 | 51 | false | Rebalance | Shift +1% to bonds from equity | 19 | 13 | BrokerC | MKT | 92 | null | null | Normal monitoring | -30 | 13 | 43 | 3 | false | Tighten stops on momentum names |
P8153 | Cautious | Taxable | USD | 2025-06-04 | 509,790 | 78,644 | 431,146 | 1 | 49.4 | 38.8 | 0 | 11.8 | VTI:7.8%;TSLA:20.3%;GLD:19.0%;AAPL:18.2%;AMZN:15.4%;MSFT:19.4% | US:74.3;EU:15.4;APAC:5.7;EM:3.7;Other:0.9 | Value:-0.6;Growth:-0.5;Quality:+0.5;Size:-0.5;Momentum:+0.1;LowVol:+0.2 | ESGOnly;NoMargin | 8 | 30 | 5.3 | trailing 10% | 149 | 17.5 | Bear | 31.4 | 4.25 | 1.4 | 150 | -45 | 15 | 70 | false | Buy | Add to core equity +1% | 23 | 12 | BrokerA | LMT | 87 | null | null | Normal monitoring | -59 | -14 | 37 | 4 | false | Increase defensive factor exposure |
P8154 | Hands-off | 401k | USD | 2025-05-09 | 234,518 | 12,735 | 221,783 | 1 | 70.5 | 23.2 | 0 | 6.4 | VTI:28.8%;TSLA:28.8%;QQQ:27.6%;HYG:14.8% | US:68.3;EU:19.5;APAC:7.4;EM:4.4;Other:0.5 | Value:+0.6;Growth:+0.2;Quality:+0.6;Size:+0.3;Momentum:+0.5;LowVol:+0.6 | ESGOnly;MaxPos5%;NoDerivatives | 6 | 35 | 5 | trailing 8% | 98 | 15.2 | Bull | 16 | 3.99 | 2.1 | 70 | 115 | 92 | 50 | false | Sell | Trim extended winner -1% | -2 | 8 | BrokerA | MKT | 90 | null | null | Normal monitoring | 0 | -24 | 90 | 5 | false | Monitor dispersion and breadth |
P8155 | Hands-off | 401k | USD | 2025-08-21 | 276,251 | 19,297 | 256,954 | 1 | 65.7 | 25.7 | 0 | 8.6 | AMZN:33.3%;IEF:33.3%;VTI:33.3% | US:67.5;EU:9.3;APAC:11.0;EM:8.2;Other:4.1 | Value:+0.3;Growth:-0.3;Quality:-0.8;Size:-0.9;Momentum:+0.3;LowVol:-0.5 | MaxPos7%;NoDerivatives | 5 | 25 | 3.9 | hard 10% | 109 | 15.9 | Sideways | 16.4 | 4.94 | 2.5 | 126 | 56 | 70 | 55 | false | Rebalance | Shift +1% to bonds from equity | 1 | -10 | BrokerB | VWAP | 89 | null | null | Normal monitoring | -55 | -3 | 59 | 3 | false | Tighten stops on momentum names |
P8156 | Active | Roth | USD | 2024-11-25 | 639,255 | 59,683 | 579,572 | 1 | 66.7 | 19.2 | 8 | 6.1 | VTI:25.0%;BND:25.0%;VNQ:25.0%;GLD:25.0% | US:59.9;EU:18.4;APAC:6.8;EM:11.3;Other:3.7 | Value:-0.6;Growth:-0.3;Quality:+0.7;Size:+0.8;Momentum:-0.3;LowVol:-0.5 | NoDerivatives | 5 | 35 | 4.6 | hard 12% | 137 | 18.8 | Bear | 28.1 | 4.08 | 1.8 | 144 | -32 | 27 | 76 | true | Rebalance | Rebalance back to target bands | 21 | -13 | BrokerA | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -36 | 12 | 80 | 3 | false | Tighten stops on momentum names |
P8157 | Hands-off | Trust | USD | 2025-08-21 | 282,120 | 23,794 | 258,326 | 1 | 62.3 | 19.6 | 10.6 | 7.5 | AMZN:33.3%;QQQ:33.3%;TLT:33.3% | US:54.6;EU:17.9;APAC:14.4;EM:11.6;Other:1.5 | Value:-0.0;Growth:+0.3;Quality:-0.3;Size:+0.8;Momentum:+0.6;LowVol:-0.2 | ESGOnly;MaxPos5% | 6 | 30 | 5 | trailing 8% | 93 | 16.9 | Bear | 33.8 | 3.8 | 1.3 | 165 | 2 | 51 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -27 | BrokerA | LMT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -37 | -43 | -73 | 4 | false | Monitor dispersion and breadth |
P8158 | Opportunistic | Roth | USD | 2025-05-30 | 1,149,991 | 45,249 | 1,104,742 | 1.1 | 67 | 13.5 | 14.6 | 4.9 | GLD:20.7%;HYG:11.0%;BND:14.2%;IEF:20.7%;VTI:20.5%;TLT:12.9% | US:69.0;EU:6.4;APAC:12.8;EM:8.0;Other:3.8 | Value:+0.1;Growth:-0.4;Quality:+0.2;Size:+0.6;Momentum:-0.7;LowVol:-0.9 | null | 7 | 35 | 4 | hard 12% | 170 | 26.5 | Bull | 17.2 | 3.82 | 3 | 79 | 90 | 80 | 47 | false | Sell | Trim extended winner -1% | -2 | -29 | BrokerA | LMT | 94 | null | null | Normal monitoring | 36 | -35 | 57 | 5 | false | Monitor dispersion and breadth |
P8159 | Cautious | IRA | USD | 2025-02-21 | 209,246 | 20,348 | 188,898 | 1 | 47.2 | 39.2 | 2.9 | 10.8 | VTI:25.2%;TLT:29.5%;AMZN:29.5%;MSFT:15.8% | US:61.9;EU:18.4;APAC:7.2;EM:10.3;Other:2.2 | Value:-0.0;Growth:+0.8;Quality:-0.2;Size:-0.4;Momentum:-0.6;LowVol:+0.1 | ESGOnly;NoMargin | 10 | 25 | 3.6 | trailing 8% | 164 | 15.6 | Volatile | 28.6 | 5.48 | 3.9 | 117 | 26 | 72 | 69 | false | Sell | Trim extended winner -1% | 31 | 10 | BrokerD | MKT | 89 | null | null | Normal monitoring | 82 | -3 | 200 | 5 | false | Tax-aware sells next window |
P8160 | Hands-off | IRA | USD | 2025-11-03 | 444,346 | 31,426 | 412,920 | 1 | 60.7 | 22.3 | 9.7 | 7.3 | AMZN:36.4%;VOO:36.4%;XLF:27.1% | US:61.9;EU:17.6;APAC:7.1;EM:10.8;Other:2.7 | Value:+0.2;Growth:+0.4;Quality:-0.9;Size:+0.3;Momentum:-0.1;LowVol:-0.1 | ESGOnly;MaxPos8% | 10 | 35 | 5.4 | trailing 10% | 127 | 17.9 | Volatile | 26.2 | 5.43 | 3.5 | 167 | 5 | 38 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -20 | BrokerD | MKT | 95 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 72 | -25 | 119 | 4 | false | Tighten stops on momentum names |
P8161 | Hands-off | IRA | USD | 2025-06-21 | 548,438 | 35,780 | 512,658 | 1 | 56.9 | 23.4 | 10.6 | 9.1 | IEF:24.1%;VTI:16.3%;AAPL:11.3%;QQQ:24.1%;HYG:24.1% | US:74.2;EU:8.4;APAC:9.0;EM:4.2;Other:4.1 | Value:+0.3;Growth:-0.6;Quality:-0.5;Size:+0.4;Momentum:+0.6;LowVol:0.0 | null | 5 | 35 | 5.5 | hard 10% | 100 | 17.2 | Sideways | 15.9 | 4.02 | 2.2 | 123 | 24 | 69 | 39 | false | NoAction | Within bands; monitor | 21 | -24 | BrokerC | MKT | 0 | null | null | Normal monitoring | 22 | -25 | 114 | 5 | false | Within IPS guidelines |
P8162 | Cautious | Trust | USD | 2024-07-16 | 797,717 | 114,437 | 683,280 | 1 | 38.8 | 33.7 | 9.8 | 17.7 | MSFT:9.9%;TSLA:14.6%;VTI:14.4%;IEF:19.6%;GLD:19.4%;VOO:22.1% | US:61.2;EU:19.4;APAC:7.8;EM:8.9;Other:2.8 | Value:+0.4;Growth:-0.9;Quality:+0.9;Size:+0.7;Momentum:-0.3;LowVol:-0.5 | NoMargin | 6 | 25 | 4 | trailing 8% | 111 | 18.5 | Volatile | 25 | 5.48 | 2.3 | 164 | -33 | 24 | 43 | false | Hedge | Add TLT +1% as duration hedge | 31 | 4 | BrokerD | MKT | 97 | null | null | Normal monitoring | -20 | -21 | 66 | 3 | false | Increase defensive factor exposure |
P8163 | Cautious | Roth | USD | 2024-09-29 | 381,249 | 43,501 | 337,748 | 1 | 41.5 | 40.4 | 2 | 16.1 | BND:33.3%;XLF:33.3%;MUB:33.3% | US:69.2;EU:15.1;APAC:9.7;EM:5.5;Other:0.5 | Value:-0.9;Growth:-0.3;Quality:-0.9;Size:-0.3;Momentum:+0.2;LowVol:-0.3 | ESGOnly;NoMargin | 7 | 25 | 4.7 | hard 10% | 134 | 12.8 | Volatile | 29.2 | 5.34 | 4.2 | 145 | 1 | 58 | 66 | false | Rebalance | Shift +1% to bonds from equity | 13 | -36 | BrokerA | LMT | 98 | null | null | Normal monitoring | 64 | 10 | 201 | 5 | false | Tax-aware sells next window |
P8164 | Cautious | IRA | USD | 2025-12-18 | 572,741 | 51,279 | 521,462 | 1 | 36.6 | 41.4 | 9.4 | 12.6 | XLF:13.8%;MSFT:19.1%;VOO:22.3%;TLT:22.3%;IEF:22.3% | US:70.7;EU:10.6;APAC:9.3;EM:6.0;Other:3.4 | Value:-0.7;Growth:-0.8;Quality:+0.2;Size:-0.6;Momentum:+0.4;LowVol:+0.3 | MaxPos7%;NoMargin | 8 | 25 | 5 | hard 10% | 105 | 13.7 | Volatile | 31.8 | 3.98 | 3 | 142 | 26 | 78 | 73 | true | Hedge | Buy index puts 1% notional | 17 | -23 | BrokerB | LMT | 91 | VAR>budget | Hedge | Risk above budget threshold | 67 | -20 | 67 | 4 | false | Tax-aware sells next window |
P8165 | Opportunistic | Roth | USD | 2024-12-12 | 401,419 | 35,543 | 365,876 | 1 | 63.7 | 17.2 | 11.6 | 7.5 | BRK.B:20.4%;TLT:18.4%;XLF:20.4%;VOO:20.4%;IEF:20.4% | US:63.2;EU:14.9;APAC:11.4;EM:7.0;Other:3.5 | Value:-0.4;Growth:+0.8;Quality:-0.1;Size:+0.8;Momentum:-0.7;LowVol:-0.7 | MaxPos7% | 6 | 30 | 4.4 | hard 12% | 224 | 20.7 | Bull | 11.1 | 3.74 | 2.9 | 79 | 51 | 60 | 49 | false | Sell | Trim extended winner -1% | 30 | 13 | BrokerD | MKT | 98 | null | null | Normal monitoring | 0 | -6 | 73 | 4 | false | Within IPS guidelines |
P8166 | Hands-off | 401k | USD | 2025-12-06 | 811,137 | 78,407 | 732,730 | 1 | 64.9 | 19.1 | 6.8 | 9.2 | TSLA:19.9%;IEF:13.3%;TLT:23.0%;VNQ:23.0%;XLF:20.8% | US:68.7;EU:13.3;APAC:5.5;EM:9.6;Other:2.9 | Value:-0.6;Growth:+0.4;Quality:-0.6;Size:+0.8;Momentum:+0.6;LowVol:-0.5 | null | 10 | 30 | 5 | trailing 10% | 113 | 18.5 | Bull | 13.4 | 4.42 | 2.2 | 120 | 61 | 79 | 54 | false | Hedge | Add TLT +1% as duration hedge | -14 | -39 | BrokerB | MKT | 91 | null | null | Normal monitoring | -42 | -42 | -42 | 3 | false | Monitor dispersion and breadth |
P8167 | Cautious | IRA | USD | 2024-07-21 | 575,319 | 83,079 | 492,240 | 1 | 41 | 33.6 | 14.2 | 11.3 | IEF:27.1%;XLF:27.1%;QQQ:18.8%;GLD:27.1% | US:75.4;EU:9.4;APAC:9.3;EM:3.9;Other:1.9 | Value:-1.0;Growth:+0.5;Quality:+0.7;Size:+0.5;Momentum:+0.5;LowVol:+0.6 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 8 | 30 | 3.1 | hard 10% | 123 | 17.1 | Volatile | 29.5 | 4.72 | 4.3 | 148 | 9 | 67 | 53 | true | Hedge | Buy index puts 1% notional | 31 | 15 | BrokerD | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -6 | 11 | 6 | 2 | false | Tighten stops on momentum names |
P8168 | Hands-off | IRA | USD | 2025-03-15 | 344,117 | 32,396 | 311,721 | 1 | 70 | 23.4 | 0 | 6.5 | MSFT:7.3%;HYG:13.2%;QQQ:20.6%;XLF:17.7%;BND:20.6%;AAPL:20.6% | US:68.1;EU:11.6;APAC:10.3;EM:8.2;Other:1.7 | Value:+0.9;Growth:+0.2;Quality:-0.1;Size:-0.6;Momentum:-0.1;LowVol:-0.9 | ESGOnly;NoDerivatives | 6 | 30 | 5.1 | trailing 10% | 108 | 19.2 | Bull | 17.4 | 3.53 | 3.2 | 102 | 13 | 47 | 62 | false | Buy | Add to core equity +1% | 17 | 9 | BrokerB | MKT | 96 | null | null | Normal monitoring | 30 | -13 | 121 | 4 | false | Tighten stops on momentum names |
P8169 | Opportunistic | 401k | USD | 2025-05-22 | 856,063 | 63,027 | 793,036 | 1 | 77.7 | 12.4 | 4.4 | 5.5 | VTI:22.6%;VNQ:10.3%;VOO:21.9%;HYG:22.6%;MUB:22.6% | US:69.4;EU:7.4;APAC:13.2;EM:8.9;Other:1.0 | Value:+0.8;Growth:+0.6;Quality:-0.0;Size:+0.9;Momentum:-0.2;LowVol:-0.2 | MaxPos7% | 10 | 30 | 4.4 | trailing 9% | 177 | 26.6 | Volatile | 24.9 | 4.86 | 2.4 | 115 | -39 | 38 | 80 | true | Rebalance | Rebalance back to target bands | 25 | -8 | BrokerC | MKT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 104 | -19 | 115 | 5 | false | Monitor dispersion and breadth |
P8170 | Systematic | 401k | USD | 2025-04-14 | 1,700,852 | 82,503 | 1,618,349 | 1 | 64.2 | 27.3 | 0 | 8.6 | VTI:15.3%;IEF:20.5%;VNQ:9.7%;BND:17.1%;MSFT:16.8%;AMZN:20.5% | US:81.2;EU:6.1;APAC:5.6;EM:3.4;Other:3.7 | Value:+0.4;Growth:-0.9;Quality:-0.4;Size:-0.6;Momentum:-0.8;LowVol:-0.8 | MaxPos5% | 5 | 25 | 4.2 | hard 12% | 190 | 17.9 | Bull | 13.3 | 4.82 | 2.5 | 96 | 22 | 68 | 37 | false | Rebalance | Shift +1% to bonds from equity | 20 | -20 | BrokerA | MKT | 89 | null | null | Normal monitoring | -12 | -60 | -24 | 3 | false | Increase defensive factor exposure |
P8171 | Systematic | IRA | USD | 2025-01-26 | 1,826,101 | 147,769 | 1,678,332 | 1 | 67.2 | 20.5 | 2.8 | 9.4 | QQQ:34.7%;HYG:30.6%;VTI:34.7% | US:62.8;EU:17.8;APAC:10.0;EM:9.0;Other:0.4 | Value:+0.6;Growth:-0.3;Quality:-0.0;Size:-0.2;Momentum:+0.2;LowVol:-0.9 | null | 8 | 35 | 5 | trailing 8% | 186 | 22.5 | Bull | 17.2 | 4.83 | 2.7 | 90 | 95 | 89 | 56 | false | Sell | Trim extended winner -1% | 12 | -36 | BrokerB | LMT | 94 | null | null | Normal monitoring | -1 | 10 | 52 | 5 | false | Increase defensive factor exposure |
P8172 | Systematic | Taxable | USD | 2025-08-17 | 1,279,288 | 62,530 | 1,216,758 | 1 | 65.1 | 25.5 | 0 | 9.4 | HYG:25.9%;VOO:22.2%;VNQ:25.9%;GLD:25.9% | US:61.7;EU:13.1;APAC:13.1;EM:8.3;Other:3.7 | Value:-0.5;Growth:-0.5;Quality:+0.9;Size:-0.8;Momentum:-0.4;LowVol:-0.2 | NoDerivatives | 7 | 30 | 5.2 | trailing 9% | 173 | 21.8 | Sideways | 17.7 | 4.33 | 2.1 | 136 | -30 | 50 | 50 | false | Buy | Add to core equity +1% | -10 | -23 | BrokerB | LMT | 88 | null | null | Normal monitoring | 79 | 10 | 75 | 3 | false | Tax-aware sells next window |
P8173 | Cautious | Taxable | USD | 2025-04-20 | 580,891 | 48,298 | 532,593 | 1 | 48.6 | 35.1 | 0 | 16.3 | AMZN:25.0%;XLF:13.8%;MSFT:11.3%;VNQ:25.0%;BRK.B:25.0% | US:69.6;EU:7.9;APAC:8.2;EM:13.4;Other:1.0 | Value:-0.6;Growth:+0.1;Quality:-0.1;Size:-0.7;Momentum:0.0;LowVol:-0.0 | ESGOnly;NoMargin | 7 | 30 | 6 | hard 10% | 111 | 15.8 | Volatile | 24.6 | 4.24 | 2.4 | 166 | 78 | 94 | 53 | false | Sell | Trim extended winner -1% | 33 | 11 | BrokerC | MKT | 99 | null | null | Normal monitoring | -15 | -9 | 16 | 4 | false | Tighten stops on momentum names |
P8174 | Active | Taxable | USD | 2025-06-09 | 1,064,698 | 92,154 | 972,544 | 1 | 63.6 | 29.9 | 0 | 6.5 | BRK.B:33.3%;BND:33.3%;AMZN:33.3% | US:61.7;EU:19.7;APAC:8.1;EM:8.1;Other:2.5 | Value:+0.8;Growth:+0.6;Quality:+0.3;Size:-0.2;Momentum:+0.7;LowVol:-0.6 | MaxPos6% | 8 | 25 | 5.5 | hard 12% | 127 | 21.6 | Bear | 33.6 | 4.24 | 1.3 | 220 | -53 | 22 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 19 | 6 | BrokerC | LMT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 38 | -23 | 131 | 5 | false | Within IPS guidelines |
P8175 | Active | 401k | USD | 2025-08-18 | 642,867 | 70,783 | 572,084 | 1 | 61.4 | 25.8 | 3.3 | 9.4 | BND:21.6%;IEF:21.6%;VNQ:14.9%;GLD:21.6%;AMZN:20.3% | US:64.6;EU:14.7;APAC:10.9;EM:7.6;Other:2.2 | Value:+0.6;Growth:-0.6;Quality:+0.1;Size:+0.6;Momentum:+0.4;LowVol:+0.1 | NoDerivatives | 5 | 25 | 4.3 | trailing 8% | 215 | 18.6 | Bear | 24.1 | 3.4 | 2.1 | 134 | -21 | 28 | 68 | false | Buy | Add to core equity +1% | 19 | -19 | BrokerB | MKT | 89 | null | null | Normal monitoring | -36 | -26 | 72 | 4 | false | Tax-aware sells next window |
P8176 | Systematic | Trust | USD | 2024-09-01 | 1,728,158 | 158,534 | 1,569,624 | 1 | 60.9 | 25.9 | 8.1 | 5.1 | VTI:35.3%;TSLA:29.3%;VOO:35.3% | US:70.4;EU:7.0;APAC:11.2;EM:10.4;Other:1.1 | Value:-0.7;Growth:-0.8;Quality:-0.9;Size:-0.7;Momentum:+0.1;LowVol:-0.6 | NoDerivatives | 7 | 30 | 4.3 | trailing 8% | 146 | 20.2 | Volatile | 22.5 | 5.17 | 2.9 | 158 | 64 | 93 | 70 | false | Rebalance | Shift +1% to bonds from equity | 19 | -16 | BrokerB | LMT | 94 | null | null | Normal monitoring | -41 | -24 | -47 | 5 | false | Increase defensive factor exposure |
P8177 | Systematic | 401k | USD | 2025-12-06 | 1,359,137 | 111,560 | 1,247,577 | 1 | 64.4 | 30.3 | 0 | 5.3 | AAPL:33.3%;VOO:33.3%;BND:33.3% | US:56.0;EU:16.8;APAC:15.2;EM:8.1;Other:4.0 | Value:-0.5;Growth:-0.5;Quality:-0.4;Size:+1.0;Momentum:-0.7;LowVol:+0.1 | null | 5 | 25 | 4.2 | hard 12% | 221 | 21.9 | Bull | 13.8 | 3.79 | 2.9 | 99 | 57 | 65 | 53 | false | Buy | Add to core equity +1% | 6 | -26 | BrokerA | MKT | 94 | null | null | Normal monitoring | 7 | -5 | -27 | 4 | false | Tax-aware sells next window |
P8178 | Cautious | 401k | USD | 2025-11-10 | 882,320 | 80,079 | 802,241 | 1 | 35.8 | 35.1 | 11.4 | 17.7 | MSFT:27.1%;IEF:27.1%;QQQ:27.1%;XLF:18.7% | US:72.6;EU:16.0;APAC:7.7;EM:2.8;Other:0.9 | Value:-0.3;Growth:+0.4;Quality:+1.0;Size:-0.2;Momentum:-0.6;LowVol:-0.7 | MaxPos8%;NoMargin | 6 | 30 | 5.8 | trailing 8% | 121 | 14.4 | Volatile | 21.1 | 5.41 | 3.9 | 124 | 45 | 61 | 43 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | -38 | BrokerC | LMT | 98 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -11 | -54 | -51 | 3 | false | Within IPS guidelines |
P8179 | Systematic | 401k | USD | 2024-10-12 | 547,322 | 44,309 | 503,013 | 1 | 59.2 | 23.7 | 11.2 | 5.9 | BND:25.9%;XLF:22.2%;TLT:25.9%;MSFT:25.9% | US:69.6;EU:11.4;APAC:5.0;EM:9.6;Other:4.4 | Value:+0.2;Growth:+0.7;Quality:-0.0;Size:-0.9;Momentum:0.0;LowVol:+0.2 | MaxPos7%;NoDerivatives | 7 | 35 | 5.9 | trailing 9% | 162 | 27.5 | Sideways | 20.1 | 4.65 | 3 | 97 | -15 | 36 | 55 | false | Hedge | Add TLT +1% as duration hedge | -13 | 9 | BrokerB | MKT | 93 | null | null | Normal monitoring | -56 | -17 | 22 | 4 | false | Increase defensive factor exposure |
P8180 | Hands-off | 401k | USD | 2025-07-28 | 234,008 | 19,473 | 214,535 | 1 | 72.2 | 21.9 | 0.5 | 5.3 | MUB:28.3%;MSFT:15.0%;TSLA:28.3%;HYG:28.3% | US:74.9;EU:9.5;APAC:5.6;EM:5.5;Other:4.4 | Value:+0.1;Growth:+0.6;Quality:+0.5;Size:-0.9;Momentum:+0.5;LowVol:-1.0 | ESGOnly;NoDerivatives | 7 | 30 | 3 | trailing 8% | 158 | 16.8 | Volatile | 23.1 | 4 | 2.1 | 113 | -21 | 29 | 70 | false | Sell | Trim extended winner -1% | -4 | 0 | BrokerD | MKT | 90 | null | null | Normal monitoring | -7 | -34 | 40 | 3 | false | Monitor dispersion and breadth |
P8181 | Active | IRA | USD | 2024-07-17 | 1,756,614 | 191,020 | 1,565,594 | 1 | 61.8 | 27.6 | 5.3 | 5.2 | MSFT:25.3%;XLF:25.3%;AAPL:24.2%;VTI:25.3% | US:64.8;EU:16.4;APAC:6.6;EM:6.6;Other:5.6 | Value:+0.4;Growth:+0.1;Quality:-0.3;Size:+0.9;Momentum:-0.0;LowVol:-0.7 | MaxPos7% | 7 | 35 | 4.6 | trailing 9% | 154 | 18.1 | Bull | 13.5 | 5 | 3 | 70 | 103 | 100 | 46 | false | Sell | Trim extended winner -1% | 4 | -38 | BrokerA | MKT | 91 | null | null | Normal monitoring | 24 | -25 | 67 | 4 | false | Within IPS guidelines |
P8182 | Cautious | 401k | USD | 2025-10-12 | 587,785 | 65,110 | 522,675 | 1 | 49.5 | 36.9 | 0 | 13.5 | BRK.B:25.8%;MUB:25.8%;TSLA:22.7%;IEF:25.8% | US:72.4;EU:5.4;APAC:13.6;EM:5.3;Other:3.2 | Value:-0.7;Growth:+0.4;Quality:-0.6;Size:+0.1;Momentum:-0.0;LowVol:+0.2 | ESGOnly;NoMargin | 5 | 30 | 3.5 | trailing 8% | 117 | 14.5 | Sideways | 18.9 | 3.92 | 2.4 | 114 | -24 | 42 | 55 | false | Rebalance | Shift +1% to bonds from equity | 0 | -1 | BrokerA | VWAP | 100 | null | null | Normal monitoring | -50 | -6 | 85 | 4 | false | Increase defensive factor exposure |
P8183 | Systematic | Trust | USD | 2025-08-28 | 938,329 | 42,266 | 896,063 | 1 | 58.1 | 25.9 | 10.9 | 5.2 | TSLA:26.5%;QQQ:26.5%;IEF:26.5%;BRK.B:20.6% | US:59.2;EU:14.0;APAC:12.7;EM:10.7;Other:3.4 | Value:-0.2;Growth:-0.9;Quality:+0.9;Size:-0.2;Momentum:+0.2;LowVol:+0.4 | NoDerivatives | 8 | 30 | 4.4 | hard 12% | 198 | 17.2 | Sideways | 18.3 | 4.83 | 3.5 | 118 | 46 | 62 | 48 | true | Hedge | Buy index puts 1% notional | 6 | -28 | BrokerA | VWAP | 99 | VAR>budget | TightenStops | Risk above budget threshold | 35 | -20 | 156 | 5 | false | Within IPS guidelines |
P8184 | Active | 401k | USD | 2025-01-21 | 2,067,474 | 193,932 | 1,873,542 | 1 | 68.1 | 21.2 | 3.2 | 7.5 | VNQ:27.3%;TSLA:18.1%;XLF:27.3%;VOO:27.3% | US:62.9;EU:15.2;APAC:13.8;EM:5.1;Other:2.9 | Value:-0.4;Growth:-0.2;Quality:+0.6;Size:-0.8;Momentum:-0.3;LowVol:+0.9 | MaxPos7%;NoDerivatives | 8 | 25 | 5.2 | trailing 9% | 168 | 18.7 | Bear | 34.9 | 4.36 | 1.4 | 173 | 27 | 71 | 92 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | -39 | BrokerD | VWAP | 87 | VAR>budget | Hedge | Risk above budget threshold | 78 | -21 | 85 | 4 | false | Tighten stops on momentum names |
P8185 | Active | Roth | USD | 2024-09-10 | 2,288,427 | 268,934 | 2,019,493 | 1.07 | 55.1 | 31.3 | 6.9 | 6.7 | QQQ:17.3%;VTI:17.9%;VOO:20.5%;VNQ:22.2%;BND:22.2% | US:61.2;EU:15.4;APAC:10.3;EM:9.1;Other:4.0 | Value:+1.0;Growth:+0.7;Quality:-0.6;Size:+0.3;Momentum:+0.9;LowVol:-0.0 | MaxPos5% | 5 | 35 | 5.3 | trailing 9% | 125 | 20.5 | Sideways | 14.8 | 4.91 | 2.2 | 130 | 14 | 61 | 38 | true | Rebalance | Rebalance back to target bands | -10 | 11 | BrokerB | MKT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 30 | -51 | 161 | 2 | false | Monitor dispersion and breadth |
P8186 | Active | Trust | USD | 2024-10-05 | 1,929,732 | 166,854 | 1,762,878 | 1.11 | 52.6 | 30.7 | 10.3 | 6.5 | IEF:25.5%;GLD:25.5%;AAPL:22.6%;TSLA:11.7%;BND:14.7% | US:63.4;EU:13.2;APAC:11.3;EM:7.5;Other:4.6 | Value:0.0;Growth:-0.1;Quality:+0.1;Size:-0.9;Momentum:-0.2;LowVol:-0.1 | MaxPos6%;NoDerivatives | 10 | 25 | 4.1 | hard 12% | 228 | 22.3 | Bull | 16.8 | 4.6 | 2.5 | 94 | 39 | 71 | 50 | false | Rebalance | Shift +1% to bonds from equity | 31 | -4 | BrokerB | VWAP | 99 | null | null | Normal monitoring | 81 | 9 | 219 | 5 | false | Monitor dispersion and breadth |
P8187 | Cautious | Trust | USD | 2024-09-14 | 796,023 | 78,103 | 717,920 | 1 | 51.9 | 35.6 | 0 | 12.4 | BND:33.3%;BRK.B:33.3%;AAPL:33.3% | US:77.4;EU:10.9;APAC:7.0;EM:3.2;Other:1.4 | Value:+1.0;Growth:-0.4;Quality:0.0;Size:+0.3;Momentum:+0.6;LowVol:+0.7 | ESGOnly;MaxPos5%;NoMargin | 8 | 25 | 4 | trailing 10% | 159 | 15.6 | Bull | 14.8 | 4.39 | 2.8 | 94 | 116 | 100 | 45 | false | Buy | Add to core equity +1% | -11 | -1 | BrokerC | VWAP | 98 | null | null | Normal monitoring | 112 | 8 | 126 | 5 | false | Increase defensive factor exposure |
P8188 | Cautious | IRA | USD | 2024-07-17 | 621,591 | 85,396 | 536,195 | 1 | 37.7 | 36.9 | 12.2 | 13.2 | AMZN:25.0%;BND:25.0%;AAPL:25.0%;IEF:25.0% | US:60.0;EU:13.8;APAC:12.5;EM:10.3;Other:3.4 | Value:-0.8;Growth:-0.0;Quality:-0.9;Size:-0.2;Momentum:-0.9;LowVol:-0.0 | ESGOnly;MaxPos6%;NoMargin | 10 | 30 | 3.6 | hard 10% | 167 | 13.4 | Sideways | 20.6 | 3.78 | 3.2 | 133 | 7 | 50 | 42 | false | Hedge | Add TLT +1% as duration hedge | -2 | -13 | BrokerA | MKT | 94 | null | null | Normal monitoring | 68 | -54 | 145 | 4 | false | Within IPS guidelines |
P8189 | Cautious | Roth | USD | 2025-02-14 | 636,114 | 62,513 | 573,601 | 1 | 47.9 | 38 | 0 | 14.1 | VTI:33.3%;AAPL:33.3%;QQQ:33.3% | US:69.3;EU:13.6;APAC:9.5;EM:4.1;Other:3.6 | Value:-0.1;Growth:+0.9;Quality:+0.2;Size:-0.6;Momentum:-0.2;LowVol:-0.6 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 5.9 | trailing 8% | 96 | 16.9 | Sideways | 14.4 | 4.87 | 3.3 | 137 | -5 | 40 | 41 | false | Sell | Trim extended winner -1% | 32 | 14 | BrokerC | MKT | 100 | null | null | Normal monitoring | -40 | -53 | -52 | 5 | false | Increase defensive factor exposure |
P8190 | Opportunistic | IRA | USD | 2024-12-27 | 352,699 | 23,590 | 329,109 | 1.12 | 63.8 | 17 | 13.6 | 5.6 | BND:33.3%;MSFT:33.3%;VNQ:33.3% | US:65.0;EU:11.8;APAC:11.2;EM:9.7;Other:2.4 | Value:-0.9;Growth:-0.0;Quality:-0.2;Size:+0.3;Momentum:-0.6;LowVol:-0.2 | null | 6 | 25 | 6.3 | hard 12% | 222 | 29.5 | Bull | 15 | 3.82 | 3 | 71 | 10 | 41 | 42 | false | Rebalance | Shift +1% to bonds from equity | 29 | -33 | BrokerD | LMT | 98 | null | null | Normal monitoring | 116 | -54 | 106 | 5 | false | Increase defensive factor exposure |
P8191 | Opportunistic | IRA | USD | 2024-12-15 | 1,579,273 | 100,465 | 1,478,808 | 1 | 73.5 | 12 | 9 | 5.4 | TLT:21.0%;VTI:23.1%;BRK.B:23.1%;HYG:23.1%;MUB:9.7% | US:68.6;EU:7.6;APAC:13.0;EM:7.3;Other:3.5 | Value:+0.9;Growth:+0.6;Quality:-0.6;Size:+0.9;Momentum:-0.2;LowVol:+0.3 | MaxPos8% | 6 | 25 | 6.1 | trailing 7% | 248 | 23.2 | Volatile | 20.5 | 3.87 | 4.5 | 176 | 10 | 58 | 61 | false | Rebalance | Shift +1% to bonds from equity | 17 | -29 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 0 | -58 | -32 | 5 | false | Monitor dispersion and breadth |
P8192 | Hands-off | Taxable | USD | 2024-11-10 | 379,759 | 16,921 | 362,838 | 1 | 68.7 | 24.6 | 0 | 6.7 | GLD:24.4%;AAPL:10.6%;TLT:24.4%;IEF:18.4%;MUB:22.2% | US:62.3;EU:8.9;APAC:11.9;EM:12.3;Other:4.6 | Value:+1.0;Growth:+0.3;Quality:-0.6;Size:+0.4;Momentum:+0.8;LowVol:-0.8 | ESGOnly;NoDerivatives | 10 | 35 | 3.2 | trailing 10% | 160 | 13.5 | Volatile | 24.5 | 4.78 | 3.8 | 137 | 47 | 84 | 66 | false | Buy | Add to core equity +1% | -5 | -33 | BrokerC | LMT | 85 | null | null | Normal monitoring | 109 | -20 | 198 | 4 | false | Increase defensive factor exposure |
P8193 | Active | Trust | USD | 2025-03-09 | 1,086,518 | 88,774 | 997,744 | 1 | 65.6 | 21.8 | 6.8 | 5.8 | HYG:33.3%;AMZN:33.3%;VOO:33.3% | US:64.6;EU:10.5;APAC:13.7;EM:9.2;Other:1.9 | Value:+0.5;Growth:-0.4;Quality:-0.6;Size:-0.7;Momentum:+0.9;LowVol:-0.6 | MaxPos8% | 8 | 25 | 4.8 | hard 12% | 204 | 18.8 | Volatile | 24.8 | 5.44 | 3.2 | 126 | 56 | 91 | 59 | false | Rebalance | Shift +1% to bonds from equity | 5 | -27 | BrokerA | LMT | 100 | null | null | Normal monitoring | 93 | -41 | 221 | 4 | false | Increase defensive factor exposure |
P8194 | Cautious | 401k | USD | 2024-07-16 | 593,277 | 47,703 | 545,574 | 1 | 44.9 | 40.6 | 0 | 14.6 | AMZN:22.0%;TLT:26.0%;BND:26.0%;BRK.B:26.0% | US:62.7;EU:14.4;APAC:11.7;EM:10.8;Other:0.5 | Value:+0.7;Growth:-0.9;Quality:-1.0;Size:+1.0;Momentum:+0.2;LowVol:+0.2 | ESGOnly;MaxPos8%;NoMargin | 6 | 30 | 5.9 | trailing 8% | 127 | 17 | Volatile | 25.2 | 5.31 | 3 | 112 | 0 | 36 | 50 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | 13 | BrokerC | MKT | 94 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -24 | -4 | 99 | 5 | true | Tax-aware sells next window |
P8195 | Systematic | Trust | USD | 2025-12-07 | 897,076 | 78,659 | 818,417 | 1 | 59 | 26 | 7.8 | 7.1 | VOO:21.2%;QQQ:21.2%;XLF:20.2%;TSLA:21.2%;AMZN:16.2% | US:62.8;EU:16.6;APAC:7.0;EM:9.1;Other:4.5 | Value:-0.1;Growth:-0.2;Quality:+0.3;Size:+0.4;Momentum:+0.8;LowVol:0.0 | null | 5 | 25 | 4.3 | hard 12% | 217 | 19.5 | Sideways | 17.5 | 4.57 | 2.8 | 127 | 56 | 66 | 41 | false | Buy | Add to core equity +1% | 13 | 3 | BrokerA | LMT | 99 | null | null | Normal monitoring | 43 | 3 | 64 | 5 | false | Increase defensive factor exposure |
P8196 | Hands-off | IRA | USD | 2024-08-20 | 676,495 | 40,417 | 636,078 | 1 | 63.2 | 22.8 | 8.8 | 5.3 | QQQ:12.9%;MUB:20.1%;AAPL:18.1%;TLT:20.2%;VNQ:15.6%;IEF:13.1% | US:64.5;EU:11.4;APAC:15.0;EM:4.5;Other:4.5 | Value:-0.2;Growth:-0.4;Quality:-0.1;Size:+0.2;Momentum:-0.8;LowVol:-0.5 | ESGOnly | 10 | 35 | 4.5 | trailing 8% | 125 | 17.8 | Sideways | 20 | 4.79 | 3.1 | 132 | 11 | 63 | 65 | false | Hedge | Add TLT +1% as duration hedge | 24 | -7 | BrokerB | MKT | 97 | null | null | Normal monitoring | 100 | -36 | 205 | 5 | false | Within IPS guidelines |
P8197 | Hands-off | 401k | USD | 2025-04-30 | 539,043 | 39,998 | 499,045 | 1 | 57.2 | 26.4 | 10.6 | 5.8 | QQQ:9.7%;MSFT:11.1%;HYG:13.2%;BND:23.2%;XLF:23.2%;VTI:19.6% | US:71.2;EU:5.7;APAC:12.6;EM:6.8;Other:3.7 | Value:+0.8;Growth:-0.6;Quality:-0.5;Size:-0.5;Momentum:+0.5;LowVol:+0.7 | null | 8 | 30 | 5.3 | trailing 10% | 93 | 17.8 | Bull | 16.5 | 4.29 | 2.2 | 84 | 71 | 89 | 55 | false | Rebalance | Shift +1% to bonds from equity | -9 | 12 | BrokerC | MKT | 95 | null | null | Normal monitoring | 64 | -26 | 180 | 4 | false | Increase defensive factor exposure |
P8198 | Active | Roth | USD | 2024-11-11 | 918,390 | 101,204 | 817,186 | 1 | 56.7 | 30.2 | 7.6 | 5.6 | BND:21.3%;IEF:16.3%;VTI:19.8%;XLF:21.3%;VNQ:21.3% | US:67.8;EU:15.9;APAC:7.3;EM:6.5;Other:2.5 | Value:+0.7;Growth:+0.2;Quality:+0.7;Size:+0.8;Momentum:-0.3;LowVol:+0.8 | MaxPos6% | 7 | 35 | 4.9 | hard 12% | 230 | 26.7 | Sideways | 19.4 | 3.91 | 2.2 | 106 | 15 | 67 | 44 | false | Rebalance | Shift +1% to bonds from equity | 13 | -20 | BrokerB | LMT | 92 | null | null | Normal monitoring | 77 | -47 | 84 | 3 | false | Tighten stops on momentum names |
P8199 | Hands-off | Taxable | USD | 2024-11-22 | 235,404 | 13,463 | 221,941 | 1 | 62.4 | 28 | 3.1 | 6.5 | MUB:21.5%;HYG:17.0%;TLT:12.0%;TSLA:21.7%;MSFT:16.5%;QQQ:11.3% | US:62.6;EU:20.4;APAC:10.2;EM:5.7;Other:1.2 | Value:-0.4;Growth:-0.1;Quality:-1.0;Size:-0.3;Momentum:-0.0;LowVol:-0.9 | ESGOnly;MaxPos8% | 10 | 30 | 4.7 | trailing 8% | 158 | 14.3 | Volatile | 30.4 | 4.82 | 4.4 | 164 | 71 | 88 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | 15 | BrokerD | VWAP | 90 | VAR>budget | TightenStops | Risk above budget threshold | 120 | -10 | 129 | 4 | false | Tax-aware sells next window |
P8200 | Opportunistic | 401k | USD | 2025-04-28 | 825,363 | 58,746 | 766,617 | 1 | 65 | 21.1 | 9.1 | 4.7 | XLF:11.9%;AAPL:10.7%;MUB:20.8%;BND:20.8%;QQQ:20.8%;TLT:14.9% | US:67.6;EU:17.1;APAC:7.1;EM:5.9;Other:2.3 | Value:+0.2;Growth:-0.1;Quality:-0.1;Size:+0.3;Momentum:+0.2;LowVol:+0.7 | NoDerivatives | 8 | 30 | 6.6 | hard 12% | 180 | 32.3 | Sideways | 21 | 4.92 | 3.2 | 101 | 47 | 85 | 51 | false | Sell | Trim extended winner -1% | 12 | -36 | BrokerD | LMT | 87 | null | null | Normal monitoring | 71 | -14 | 186 | 5 | false | Increase defensive factor exposure |
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