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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8201 | Opportunistic | Taxable | USD | 2025-03-06 | 333,220 | 11,537 | 321,683 | 1.18 | 63.8 | 16.3 | 15.5 | 4.4 | QQQ:18.7%;BND:29.0%;HYG:23.3%;MSFT:29.0% | US:66.3;EU:12.5;APAC:6.2;EM:14.0;Other:0.9 | Value:-0.4;Growth:-0.7;Quality:-0.7;Size:-0.4;Momentum:-0.2;LowVol:+0.2 | MaxPos6% | 8 | 30 | 5 | trailing 9% | 192 | 21.4 | Bear | 22.5 | 3.38 | 1.4 | 207 | -1 | 36 | 62 | false | Buy | Add to core equity +1% | 2 | -39 | BrokerC | MKT | 95 | null | null | Normal monitoring | -53 | -35 | 18 | 4 | false | Increase defensive factor exposure |
P8202 | Hands-off | Trust | USD | 2024-08-26 | 173,509 | 7,866 | 165,643 | 1 | 71.6 | 21.5 | 1.6 | 5.3 | MSFT:24.9%;VOO:10.4%;XLF:24.9%;VTI:15.0%;BND:24.9% | US:63.0;EU:16.5;APAC:7.7;EM:10.1;Other:2.8 | Value:-0.4;Growth:+0.8;Quality:+0.5;Size:-0.0;Momentum:+0.5;LowVol:+0.2 | ESGOnly | 10 | 35 | 3.1 | trailing 8% | 91 | 13.6 | Volatile | 31.2 | 3.61 | 2.4 | 148 | 21 | 51 | 95 | true | Hedge | Buy index puts 1% notional | 21 | 0 | BrokerB | VWAP | 95 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -10 | -53 | -36 | 5 | false | Monitor dispersion and breadth |
P8203 | Active | Trust | USD | 2025-11-22 | 2,187,429 | 178,778 | 2,008,651 | 1 | 61.9 | 24.5 | 6.5 | 7.1 | BND:13.8%;XLF:19.3%;MUB:9.8%;VNQ:20.9%;AAPL:20.9%;VOO:15.3% | US:56.0;EU:17.4;APAC:15.4;EM:7.3;Other:3.8 | Value:-0.7;Growth:-0.5;Quality:+0.1;Size:-0.2;Momentum:+0.1;LowVol:-0.7 | null | 8 | 30 | 5.2 | trailing 9% | 176 | 18.2 | Sideways | 19.2 | 4.75 | 3.1 | 139 | 16 | 66 | 63 | false | Buy | Add to core equity +1% | 35 | -13 | BrokerA | VWAP | 96 | null | null | Normal monitoring | 92 | -19 | 144 | 4 | false | Monitor dispersion and breadth |
P8204 | Cautious | IRA | USD | 2025-10-02 | 892,858 | 96,649 | 796,209 | 1 | 48.2 | 38.7 | 0.8 | 12.3 | HYG:14.1%;GLD:22.9%;QQQ:22.1%;VNQ:22.9%;XLF:17.9% | US:69.1;EU:9.7;APAC:13.4;EM:3.8;Other:3.9 | Value:+0.3;Growth:-0.4;Quality:-0.5;Size:+0.2;Momentum:-0.8;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 7 | 25 | 5.3 | trailing 10% | 145 | 13 | Bull | 17.5 | 4.6 | 3.1 | 79 | 63 | 87 | 44 | false | Buy | Add to core equity +1% | 2 | -32 | BrokerD | MKT | 96 | null | null | Normal monitoring | 81 | 2 | 208 | 5 | false | Tighten stops on momentum names |
P8205 | Active | Trust | USD | 2024-12-15 | 1,181,690 | 86,159 | 1,095,531 | 1 | 57.8 | 19.5 | 16 | 6.7 | MSFT:25.6%;AMZN:25.6%;XLF:23.1%;VTI:25.6% | US:69.3;EU:15.6;APAC:5.3;EM:6.9;Other:2.9 | Value:-0.2;Growth:+0.7;Quality:+0.3;Size:+0.8;Momentum:-0.1;LowVol:+0.1 | null | 8 | 35 | 4.9 | hard 12% | 151 | 24.3 | Bull | 17.9 | 4.52 | 3.1 | 95 | 22 | 67 | 44 | false | Buy | Add to core equity +1% | -14 | -6 | BrokerB | LMT | 87 | null | null | Normal monitoring | -15 | -1 | 51 | 5 | false | Tighten stops on momentum names |
P8206 | Hands-off | Taxable | USD | 2025-07-18 | 232,950 | 10,968 | 221,982 | 1 | 65.8 | 17.2 | 7.1 | 9.9 | MUB:21.8%;BRK.B:21.8%;HYG:11.3%;QQQ:10.5%;VOO:18.2%;AAPL:16.4% | US:65.9;EU:7.5;APAC:15.6;EM:7.4;Other:3.5 | Value:+0.3;Growth:+0.7;Quality:-0.8;Size:-0.8;Momentum:-0.2;LowVol:+0.8 | ESGOnly;MaxPos6% | 10 | 35 | 5.6 | hard 10% | 101 | 19.6 | Bull | 13.7 | 4.91 | 3.4 | 91 | 2 | 43 | 37 | false | Sell | Trim extended winner -1% | 22 | -38 | BrokerC | MKT | 88 | null | null | Normal monitoring | 54 | -25 | 74 | 3 | false | Monitor dispersion and breadth |
P8207 | Systematic | Roth | USD | 2024-11-05 | 1,868,048 | 156,524 | 1,711,524 | 1 | 63.4 | 31.7 | 0 | 4.9 | VNQ:17.0%;TLT:29.1%;XLF:29.1%;IEF:24.8% | US:64.8;EU:13.6;APAC:12.4;EM:4.6;Other:4.6 | Value:-0.3;Growth:-0.3;Quality:+0.8;Size:+0.6;Momentum:-0.4;LowVol:-0.6 | null | 6 | 35 | 4.7 | trailing 8% | 174 | 23.8 | Sideways | 21.8 | 4.87 | 3.4 | 138 | 8 | 52 | 70 | false | Hedge | Add TLT +1% as duration hedge | 27 | -19 | BrokerA | LMT | 96 | null | null | Normal monitoring | 101 | -15 | 107 | 4 | false | Tax-aware sells next window |
P8208 | Cautious | 401k | USD | 2024-12-10 | 671,788 | 86,915 | 584,873 | 1 | 35.6 | 35.7 | 14.3 | 14.4 | BRK.B:33.3%;HYG:33.3%;TSLA:33.3% | US:58.2;EU:12.7;APAC:12.0;EM:12.2;Other:4.9 | Value:+0.6;Growth:+0.2;Quality:+0.8;Size:-0.4;Momentum:+0.1;LowVol:-0.8 | NoMargin | 6 | 25 | 5.8 | trailing 10% | 145 | 17 | Volatile | 22 | 4.09 | 3.4 | 126 | -36 | 47 | 35 | false | Rebalance | Shift +1% to bonds from equity | 33 | -40 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 98 | 12 | 209 | 5 | false | Tax-aware sells next window |
P8209 | Cautious | Trust | USD | 2024-11-13 | 800,763 | 82,216 | 718,547 | 1 | 37.5 | 31.6 | 13.1 | 17.8 | TSLA:33.3%;AMZN:33.3%;BRK.B:33.3% | US:65.3;EU:10.3;APAC:17.9;EM:5.8;Other:0.7 | Value:+0.5;Growth:+0.6;Quality:-0.4;Size:+0.1;Momentum:-0.8;LowVol:-0.1 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 7 | 25 | 5.3 | trailing 8% | 121 | 17.8 | Sideways | 21.2 | 4.73 | 2.1 | 138 | -5 | 57 | 40 | false | Hedge | Add TLT +1% as duration hedge | 6 | -3 | BrokerB | MKT | 90 | null | null | Normal monitoring | 20 | -20 | 79 | 3 | false | Monitor dispersion and breadth |
P8210 | Systematic | IRA | USD | 2025-05-04 | 797,346 | 69,595 | 727,751 | 1 | 66.6 | 21.8 | 6.6 | 5.1 | VOO:14.6%;AAPL:17.4%;BND:13.6%;HYG:11.5%;VTI:21.5%;QQQ:21.5% | US:74.3;EU:12.8;APAC:5.3;EM:5.3;Other:2.3 | Value:-0.8;Growth:+0.4;Quality:+0.8;Size:+0.6;Momentum:-0.0;LowVol:+0.3 | null | 10 | 30 | 5.3 | trailing 9% | 147 | 22.9 | Bull | 17.8 | 4.04 | 2 | 118 | 83 | 86 | 50 | false | Sell | Trim extended winner -1% | 25 | 15 | BrokerB | LMT | 93 | null | null | Normal monitoring | 34 | -16 | 45 | 3 | false | Tax-aware sells next window |
P8211 | Hands-off | Trust | USD | 2025-02-19 | 245,698 | 16,194 | 229,504 | 1 | 68.1 | 16.2 | 6.2 | 9.4 | VOO:33.3%;VNQ:33.3%;BRK.B:33.3% | US:71.6;EU:13.1;APAC:9.7;EM:3.0;Other:2.5 | Value:-0.1;Growth:-0.7;Quality:-0.2;Size:-0.9;Momentum:+0.2;LowVol:+0.4 | ESGOnly | 5 | 30 | 5.7 | hard 10% | 120 | 12.8 | Volatile | 26.1 | 4.04 | 3.4 | 146 | 50 | 71 | 66 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | -37 | BrokerA | MKT | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -60 | -23 | 27 | 5 | false | Increase defensive factor exposure |
P8212 | Opportunistic | Taxable | USD | 2024-07-21 | 686,536 | 36,526 | 650,010 | 1 | 60.2 | 19.8 | 14.3 | 5.7 | BND:25.0%;AAPL:25.0%;HYG:25.0%;VNQ:25.0% | US:66.1;EU:6.8;APAC:14.6;EM:8.0;Other:4.5 | Value:+0.1;Growth:+0.8;Quality:-0.5;Size:-0.9;Momentum:+0.3;LowVol:-0.5 | MaxPos8%;NoDerivatives | 8 | 30 | 6.4 | hard 12% | 245 | 26.9 | Bull | 16.5 | 4.39 | 3.4 | 89 | 108 | 100 | 42 | false | Rebalance | Shift +1% to bonds from equity | 5 | -40 | BrokerD | MKT | 100 | null | null | Normal monitoring | -32 | -15 | 47 | 5 | false | Monitor dispersion and breadth |
P8213 | Cautious | 401k | USD | 2025-03-23 | 627,036 | 86,038 | 540,998 | 1 | 43.7 | 37.4 | 6.7 | 12.3 | MSFT:21.8%;VOO:21.8%;AMZN:17.9%;BND:16.7%;XLF:21.8% | US:69.4;EU:15.0;APAC:7.7;EM:6.9;Other:1.0 | Value:-0.6;Growth:-0.1;Quality:-0.3;Size:-0.8;Momentum:+0.8;LowVol:-0.4 | MaxPos5%;NoMargin | 6 | 35 | 5.6 | trailing 8% | 128 | 14.9 | Bear | 27.5 | 3.33 | 2.5 | 155 | -26 | 45 | 69 | false | Rebalance | Shift +1% to bonds from equity | 6 | -5 | BrokerD | VWAP | 98 | null | null | Normal monitoring | 23 | -57 | 61 | 4 | false | Increase defensive factor exposure |
P8214 | Cautious | IRA | USD | 2024-12-18 | 266,997 | 42,280 | 224,717 | 1 | 47.9 | 39 | 0 | 13.1 | XLF:22.7%;VNQ:20.6%;MSFT:11.3%;TLT:22.7%;QQQ:22.7% | US:63.4;EU:14.9;APAC:10.1;EM:6.3;Other:5.4 | Value:+0.3;Growth:-0.3;Quality:-0.3;Size:+0.2;Momentum:-0.2;LowVol:+0.5 | NoMargin | 10 | 25 | 3.3 | trailing 8% | 93 | 13.4 | Bull | 13.2 | 3.76 | 3.4 | 90 | 37 | 80 | 43 | false | Buy | Add to core equity +1% | -4 | 1 | BrokerC | MKT | 96 | null | null | Normal monitoring | -58 | -18 | -13 | 3 | false | Within IPS guidelines |
P8215 | Cautious | Roth | USD | 2025-04-01 | 732,545 | 89,417 | 643,128 | 1 | 47.6 | 35 | 0.4 | 17 | BRK.B:33.3%;XLF:33.3%;GLD:33.3% | US:68.4;EU:8.6;APAC:10.0;EM:9.1;Other:4.0 | Value:-0.7;Growth:+0.5;Quality:-0.1;Size:+0.4;Momentum:+0.3;LowVol:+0.2 | ESGOnly;NoMargin | 10 | 25 | 4.2 | trailing 10% | 123 | 18.6 | Bull | 15.4 | 4.59 | 2.1 | 91 | 35 | 65 | 37 | false | Rebalance | Shift +1% to bonds from equity | 16 | 12 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 18 | 12 | -17 | 3 | false | Tighten stops on momentum names |
P8216 | Hands-off | Trust | USD | 2025-03-02 | 574,424 | 44,833 | 529,591 | 1 | 72.5 | 22.5 | 0 | 5 | IEF:24.2%;VTI:24.2%;VNQ:24.2%;MSFT:17.8%;BND:9.6% | US:67.4;EU:10.7;APAC:11.7;EM:9.7;Other:0.4 | Value:+0.9;Growth:-0.4;Quality:-0.2;Size:-0.8;Momentum:-0.0;LowVol:-0.2 | null | 7 | 25 | 3.1 | trailing 8% | 115 | 12.4 | Bull | 14.6 | 4.62 | 2.3 | 80 | 15 | 51 | 56 | false | Sell | Trim extended winner -1% | 23 | -23 | BrokerC | MKT | 95 | null | null | Normal monitoring | -5 | -21 | 62 | 5 | false | Increase defensive factor exposure |
P8217 | Cautious | Roth | USD | 2025-10-22 | 267,920 | 24,178 | 243,742 | 1 | 38.6 | 36.4 | 8.5 | 16.5 | GLD:33.3%;MUB:33.3%;TLT:33.3% | US:65.4;EU:14.6;APAC:11.5;EM:5.9;Other:2.6 | Value:+0.1;Growth:+0.8;Quality:+0.2;Size:+0.8;Momentum:-0.6;LowVol:+0.8 | NoMargin | 8 | 25 | 4.1 | trailing 10% | 139 | 12.2 | Volatile | 27.8 | 4.17 | 3.8 | 119 | -53 | 27 | 63 | false | Sell | Trim extended winner -1% | 29 | -24 | BrokerA | MKT | 98 | null | null | Normal monitoring | -20 | 13 | 19 | 4 | false | Tighten stops on momentum names |
P8218 | Cautious | IRA | USD | 2024-07-31 | 546,439 | 51,565 | 494,874 | 1 | 49.5 | 34.9 | 0 | 15.6 | HYG:25.0%;AAPL:25.0%;IEF:25.0%;TLT:25.0% | US:69.1;EU:17.0;APAC:7.2;EM:6.3;Other:0.4 | Value:-0.8;Growth:+0.8;Quality:-0.4;Size:-0.9;Momentum:+0.6;LowVol:-0.2 | ESGOnly;NoMargin | 10 | 25 | 4.3 | hard 10% | 151 | 16.3 | Sideways | 21.4 | 4.52 | 3.4 | 107 | 48 | 67 | 52 | true | Rebalance | Rebalance back to target bands | 13 | 4 | BrokerD | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | -3 | 12 | 18 | 4 | false | Monitor dispersion and breadth |
P8219 | Cautious | Taxable | USD | 2025-01-03 | 541,234 | 44,388 | 496,846 | 1 | 48.1 | 38.7 | 0 | 13.2 | VTI:33.3%;TSLA:33.3%;BND:33.3% | US:68.3;EU:19.6;APAC:6.8;EM:3.5;Other:1.8 | Value:-0.8;Growth:-0.2;Quality:+0.9;Size:+0.6;Momentum:-0.6;LowVol:-1.0 | NoDerivatives;NoMargin | 6 | 35 | 5.5 | trailing 10% | 125 | 16 | Bull | 15.4 | 3.83 | 2 | 71 | 117 | 100 | 38 | false | Sell | Trim extended winner -1% | 17 | -23 | BrokerC | LMT | 87 | null | null | Normal monitoring | 10 | -48 | -5 | 4 | false | Tax-aware sells next window |
P8220 | Systematic | 401k | USD | 2025-10-02 | 743,042 | 33,025 | 710,017 | 1 | 59.5 | 21.3 | 10.6 | 8.7 | BND:33.4%;VOO:33.4%;GLD:33.2% | US:74.5;EU:10.6;APAC:9.0;EM:3.0;Other:2.9 | Value:-0.1;Growth:-0.5;Quality:-0.9;Size:+0.5;Momentum:-0.7;LowVol:+1.0 | MaxPos5%;NoDerivatives | 8 | 25 | 5.9 | hard 12% | 225 | 16.5 | Sideways | 20.6 | 4.95 | 2.7 | 92 | 43 | 75 | 63 | false | NoAction | Within bands; monitor | 15 | -29 | BrokerC | MKT | 0 | null | null | Normal monitoring | 24 | -7 | 14 | 3 | false | Tighten stops on momentum names |
P8221 | Hands-off | Roth | USD | 2024-10-14 | 707,620 | 39,483 | 668,137 | 1 | 59.3 | 28.9 | 4.1 | 7.6 | BRK.B:19.6%;GLD:16.3%;AAPL:20.4%;MSFT:20.4%;TLT:11.5%;VTI:11.8% | US:75.5;EU:7.0;APAC:6.1;EM:9.5;Other:1.8 | Value:+0.2;Growth:+0.2;Quality:+0.1;Size:-0.8;Momentum:-0.8;LowVol:-0.9 | null | 6 | 25 | 5.7 | trailing 8% | 158 | 17.2 | Bull | 12.7 | 4.65 | 2.6 | 95 | 119 | 100 | 30 | false | Buy | Add to core equity +1% | 21 | 12 | BrokerC | VWAP | 86 | null | null | Normal monitoring | -25 | 18 | -45 | 4 | false | Within IPS guidelines |
P8222 | Hands-off | IRA | USD | 2025-12-10 | 270,051 | 16,725 | 253,326 | 1 | 62.3 | 16.9 | 12.3 | 8.5 | VNQ:17.2%;MSFT:30.3%;AAPL:30.3%;QQQ:22.2% | US:70.1;EU:7.7;APAC:10.9;EM:8.0;Other:3.3 | Value:+0.2;Growth:+0.7;Quality:-0.1;Size:+1.0;Momentum:-0.5;LowVol:-0.7 | ESGOnly | 10 | 25 | 4.7 | trailing 8% | 136 | 15.7 | Bull | 16.9 | 4.92 | 2.7 | 85 | 101 | 90 | 47 | false | Sell | Trim extended winner -1% | -1 | 9 | BrokerC | LMT | 88 | null | null | Normal monitoring | 55 | -2 | 23 | 5 | false | Within IPS guidelines |
P8223 | Opportunistic | Roth | USD | 2025-07-27 | 1,743,008 | 94,922 | 1,648,086 | 1 | 64.7 | 11.1 | 16.5 | 7.7 | VNQ:12.0%;TSLA:22.6%;VTI:22.6%;BND:20.9%;QQQ:21.9% | US:67.6;EU:6.5;APAC:12.8;EM:9.6;Other:3.4 | Value:+0.1;Growth:+0.9;Quality:-1.0;Size:-0.7;Momentum:+0.5;LowVol:+0.6 | null | 7 | 30 | 5.3 | trailing 7% | 220 | 31.5 | Sideways | 21.9 | 4.03 | 3.5 | 94 | 8 | 57 | 66 | false | Rebalance | Shift +1% to bonds from equity | 28 | -13 | BrokerA | LMT | 99 | null | null | Normal monitoring | 42 | 20 | 158 | 4 | false | Tax-aware sells next window |
P8224 | Cautious | 401k | USD | 2025-12-25 | 399,767 | 58,278 | 341,489 | 1 | 47.7 | 36.4 | 0 | 15.9 | VNQ:12.6%;QQQ:23.2%;TLT:23.2%;AMZN:23.2%;VOO:17.7% | US:65.4;EU:9.3;APAC:13.8;EM:10.3;Other:1.2 | Value:-0.2;Growth:+0.3;Quality:+0.2;Size:0.0;Momentum:+0.1;LowVol:+0.7 | NoDerivatives;NoMargin | 5 | 30 | 5.1 | trailing 8% | 103 | 19.8 | Volatile | 24.4 | 5.45 | 2.7 | 180 | 64 | 88 | 64 | false | Hedge | Add TLT +1% as duration hedge | -15 | -30 | BrokerA | MKT | 97 | null | null | Normal monitoring | -54 | 14 | -39 | 4 | false | Tighten stops on momentum names |
P8225 | Hands-off | IRA | USD | 2024-10-27 | 301,008 | 16,129 | 284,879 | 1 | 57.3 | 20.7 | 14.2 | 7.7 | MSFT:26.7%;XLF:23.0%;AAPL:23.5%;BRK.B:26.7% | US:68.2;EU:14.7;APAC:5.7;EM:9.6;Other:1.8 | Value:-0.9;Growth:+0.8;Quality:-0.8;Size:+1.0;Momentum:0.0;LowVol:-0.6 | MaxPos6% | 5 | 35 | 4.3 | trailing 8% | 101 | 12.4 | Bull | 16 | 4.74 | 2.3 | 99 | 19 | 62 | 54 | false | Buy | Add to core equity +1% | 6 | 6 | BrokerB | MKT | 89 | null | null | Normal monitoring | 9 | -46 | 83 | 4 | false | Within IPS guidelines |
P8226 | Cautious | IRA | USD | 2025-07-29 | 387,600 | 57,697 | 329,903 | 1 | 46.3 | 37.1 | 0 | 16.6 | TLT:28.1%;TSLA:28.1%;VNQ:15.6%;IEF:28.1% | US:71.0;EU:15.4;APAC:7.8;EM:5.6;Other:0.2 | Value:+0.6;Growth:-0.3;Quality:-0.1;Size:+0.1;Momentum:-0.3;LowVol:+0.6 | ESGOnly;NoMargin | 10 | 35 | 5.9 | trailing 8% | 126 | 19.9 | Bull | 13 | 4.47 | 2.6 | 118 | 57 | 90 | 35 | true | Hedge | Buy index puts 1% notional | -9 | 7 | BrokerC | MKT | 89 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 111 | 13 | 86 | 5 | true | Increase defensive factor exposure |
P8227 | Hands-off | 401k | USD | 2025-08-22 | 544,093 | 53,271 | 490,822 | 1 | 63.5 | 16.5 | 11.9 | 8.1 | BRK.B:28.5%;GLD:26.8%;BND:16.1%;HYG:28.5% | US:56.4;EU:17.5;APAC:12.9;EM:10.0;Other:3.2 | Value:+0.5;Growth:-0.6;Quality:-0.9;Size:-0.7;Momentum:-0.1;LowVol:-0.8 | null | 10 | 30 | 5.6 | trailing 10% | 114 | 15.8 | Sideways | 16.2 | 3.78 | 2.9 | 96 | 7 | 51 | 43 | false | Rebalance | Shift +1% to bonds from equity | 33 | -40 | BrokerD | VWAP | 95 | null | null | Normal monitoring | -9 | -31 | 79 | 3 | false | Tighten stops on momentum names |
P8228 | Hands-off | Taxable | USD | 2024-09-29 | 374,313 | 31,162 | 343,151 | 1 | 65 | 27.4 | 0 | 7.6 | BND:7.8%;IEF:22.9%;TLT:22.9%;VTI:12.5%;MUB:13.0%;TSLA:20.9% | US:61.9;EU:18.3;APAC:14.8;EM:5.0;Other:0.0 | Value:-0.1;Growth:+0.6;Quality:-0.1;Size:+0.3;Momentum:+0.8;LowVol:-0.1 | ESGOnly;NoDerivatives | 10 | 25 | 4.7 | trailing 10% | 159 | 14.2 | Sideways | 18.2 | 4.09 | 3 | 121 | -22 | 47 | 48 | false | Sell | Trim extended winner -1% | 35 | 3 | BrokerA | LMT | 95 | null | null | Normal monitoring | -54 | -59 | 79 | 5 | false | Increase defensive factor exposure |
P8229 | Cautious | IRA | USD | 2025-04-28 | 486,520 | 70,251 | 416,269 | 1 | 48 | 35.7 | 0 | 16.3 | MSFT:33.6%;VOO:33.6%;AAPL:32.9% | US:66.7;EU:10.5;APAC:13.4;EM:5.3;Other:4.1 | Value:-0.4;Growth:+0.6;Quality:+0.3;Size:+0.8;Momentum:+0.1;LowVol:+0.4 | ESGOnly;NoMargin | 7 | 30 | 5.8 | hard 10% | 100 | 13.1 | Volatile | 25.5 | 3.54 | 2.2 | 154 | -14 | 28 | 58 | false | Rebalance | Shift +1% to bonds from equity | 19 | 8 | BrokerB | LMT | 98 | null | null | Normal monitoring | -21 | -34 | 84 | 4 | false | Within IPS guidelines |
P8230 | Cautious | Trust | USD | 2025-07-06 | 508,818 | 71,055 | 437,763 | 1 | 39.8 | 35.2 | 9.9 | 15.1 | TSLA:29.5%;AAPL:16.4%;AMZN:29.5%;HYG:24.6% | US:72.9;EU:6.6;APAC:9.1;EM:8.4;Other:3.0 | Value:+0.7;Growth:+0.2;Quality:+0.7;Size:-0.6;Momentum:-0.2;LowVol:-0.4 | ESGOnly;NoMargin | 7 | 35 | 4.3 | trailing 10% | 139 | 16 | Bull | 16.7 | 3.8 | 2.4 | 101 | 27 | 52 | 28 | false | Hedge | Add TLT +1% as duration hedge | 26 | -32 | BrokerB | LMT | 93 | null | null | Normal monitoring | -12 | -42 | -30 | 4 | false | Tax-aware sells next window |
P8231 | Active | 401k | USD | 2024-07-14 | 755,865 | 55,299 | 700,566 | 1 | 61.6 | 25.9 | 7 | 5.5 | AAPL:23.3%;MSFT:23.3%;TLT:23.3%;VOO:20.1%;QQQ:10.0% | US:68.3;EU:11.1;APAC:7.2;EM:8.7;Other:4.7 | Value:-0.4;Growth:-0.3;Quality:-0.5;Size:+0.7;Momentum:+0.1;LowVol:+0.4 | null | 8 | 25 | 4.5 | trailing 8% | 191 | 26.3 | Bear | 34.4 | 4.49 | 1.7 | 159 | -36 | 33 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -5 | BrokerD | LMT | 92 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 68 | -39 | 187 | 2 | false | Increase defensive factor exposure |
P8232 | Active | Trust | USD | 2025-04-03 | 2,288,692 | 188,646 | 2,100,046 | 1 | 56.7 | 19 | 19.2 | 5 | HYG:27.1%;BND:27.1%;AMZN:18.8%;MSFT:27.1% | US:63.8;EU:16.0;APAC:11.9;EM:5.5;Other:2.9 | Value:-0.3;Growth:-0.0;Quality:+0.6;Size:+0.5;Momentum:+0.3;LowVol:-0.2 | null | 10 | 35 | 5.3 | trailing 8% | 160 | 21.4 | Volatile | 29.5 | 4.81 | 2.9 | 169 | 73 | 82 | 79 | true | Rebalance | Rebalance back to target bands | 2 | -7 | BrokerD | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | 6 | -42 | 48 | 3 | false | Monitor dispersion and breadth |
P8233 | Systematic | IRA | USD | 2024-10-27 | 465,584 | 35,952 | 429,632 | 1 | 66.4 | 26.9 | 0.5 | 6.2 | IEF:34.5%;AMZN:34.5%;HYG:31.0% | US:71.4;EU:15.2;APAC:7.5;EM:4.0;Other:1.9 | Value:-0.6;Growth:+0.5;Quality:+0.9;Size:-0.7;Momentum:-0.6;LowVol:-0.8 | null | 6 | 30 | 4.4 | hard 12% | 220 | 26 | Volatile | 23.8 | 4.86 | 3.2 | 150 | 70 | 96 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | -21 | BrokerA | MKT | 99 | VAR>budget | Reduce | Risk above budget threshold | -2 | 4 | -1 | 4 | false | Tax-aware sells next window |
P8234 | Hands-off | Taxable | USD | 2024-11-04 | 610,962 | 29,365 | 581,597 | 1 | 59.9 | 29.4 | 2.1 | 8.5 | TSLA:37.6%;XLF:37.6%;VOO:24.7% | US:57.7;EU:20.1;APAC:15.9;EM:4.2;Other:2.2 | Value:+0.5;Growth:-0.6;Quality:+0.3;Size:+0.7;Momentum:-0.9;LowVol:+0.8 | ESGOnly | 5 | 25 | 4.1 | trailing 8% | 141 | 12.8 | Bull | 17.7 | 3.77 | 2.7 | 76 | 84 | 93 | 50 | true | Hedge | Buy index puts 1% notional | -1 | -18 | BrokerB | LMT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 57 | 15 | 153 | 2 | false | Tighten stops on momentum names |
P8235 | Cautious | Taxable | USD | 2025-03-13 | 383,221 | 38,959 | 344,262 | 1 | 39 | 42.4 | 3.1 | 15.4 | BND:14.3%;VTI:22.0%;VNQ:8.7%;XLF:13.7%;QQQ:22.0%;AAPL:19.2% | US:57.8;EU:16.9;APAC:15.3;EM:6.3;Other:3.7 | Value:-0.6;Growth:-0.3;Quality:0.0;Size:-0.8;Momentum:-0.7;LowVol:-0.6 | NoMargin | 7 | 25 | 3.8 | trailing 8% | 128 | 17 | Volatile | 23.9 | 5.4 | 3.7 | 132 | -23 | 47 | 44 | false | Hedge | Add TLT +1% as duration hedge | -12 | -5 | BrokerA | MKT | 96 | null | null | Normal monitoring | 111 | -60 | 157 | 5 | false | Tax-aware sells next window |
P8236 | Hands-off | Roth | USD | 2024-11-22 | 314,309 | 28,950 | 285,359 | 1 | 56 | 16.9 | 18.8 | 8.3 | AAPL:8.0%;VOO:19.2%;GLD:23.2%;VTI:23.2%;XLF:9.8%;MUB:16.5% | US:65.3;EU:15.2;APAC:6.8;EM:12.4;Other:0.3 | Value:+0.4;Growth:+0.6;Quality:+0.6;Size:0.0;Momentum:+0.9;LowVol:+0.1 | ESGOnly | 6 | 30 | 5 | trailing 8% | 132 | 14.3 | Volatile | 23.3 | 4.08 | 4.1 | 149 | 28 | 66 | 68 | true | Hedge | Buy index puts 1% notional | -5 | 10 | BrokerA | MKT | 87 | VAR>budget | Hedge | Risk above budget threshold | 111 | -38 | 217 | 4 | false | Within IPS guidelines |
P8237 | Systematic | 401k | USD | 2025-09-03 | 1,393,023 | 57,897 | 1,335,126 | 1 | 62.7 | 30.2 | 0.6 | 6.5 | AMZN:27.0%;MSFT:19.1%;HYG:27.0%;TSLA:27.0% | US:64.6;EU:16.3;APAC:6.8;EM:9.3;Other:3.0 | Value:+0.9;Growth:+0.6;Quality:+0.7;Size:+0.1;Momentum:-0.6;LowVol:+0.3 | null | 8 | 25 | 5.9 | trailing 8% | 192 | 20.3 | Volatile | 20.6 | 5.45 | 2.3 | 179 | -56 | 23 | 64 | false | NoAction | Within bands; monitor | 24 | -33 | BrokerD | MKT | 0 | null | null | Normal monitoring | -38 | -1 | -7 | 5 | false | Tighten stops on momentum names |
P8238 | Cautious | 401k | USD | 2025-08-31 | 899,831 | 108,766 | 791,065 | 1 | 39.2 | 36.1 | 10.8 | 13.9 | IEF:22.5%;MSFT:22.5%;VTI:18.4%;BND:14.1%;XLF:22.5% | US:66.7;EU:16.7;APAC:11.7;EM:3.8;Other:1.1 | Value:+0.9;Growth:0.0;Quality:+0.4;Size:+1.0;Momentum:+0.4;LowVol:-0.6 | NoMargin | 7 | 35 | 3.1 | hard 10% | 138 | 18.4 | Bear | 30.5 | 3.97 | 1.9 | 147 | -82 | 5 | 65 | false | Rebalance | Shift +1% to bonds from equity | 2 | 11 | BrokerC | LMT | 94 | null | null | Normal monitoring | 41 | 8 | 101 | 5 | false | Tax-aware sells next window |
P8239 | Opportunistic | Trust | USD | 2025-08-27 | 463,268 | 15,861 | 447,407 | 1 | 63.6 | 16.2 | 14.2 | 6.1 | TSLA:25.6%;XLF:22.7%;AAPL:25.8%;MSFT:25.8% | US:62.3;EU:11.5;APAC:14.9;EM:6.1;Other:5.0 | Value:-0.7;Growth:+0.5;Quality:+0.8;Size:-0.6;Momentum:-0.9;LowVol:+0.3 | MaxPos8%;NoDerivatives | 5 | 30 | 4.6 | hard 12% | 218 | 33.1 | Volatile | 31.1 | 5.4 | 4.3 | 147 | 54 | 69 | 90 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | 0 | BrokerB | MKT | 96 | VAR>budget | TightenStops | Risk above budget threshold | 101 | -7 | 141 | 5 | true | Within IPS guidelines |
P8240 | Active | Roth | USD | 2024-08-19 | 1,945,289 | 185,074 | 1,760,215 | 1 | 66.5 | 21.3 | 2.3 | 10 | IEF:27.0%;VTI:36.5%;BRK.B:36.5% | US:67.9;EU:16.3;APAC:10.1;EM:3.3;Other:2.4 | Value:+0.4;Growth:-0.2;Quality:-0.4;Size:-0.2;Momentum:+0.1;LowVol:-0.4 | NoDerivatives | 10 | 30 | 4.7 | trailing 8% | 123 | 17.7 | Bear | 24.7 | 4.35 | 1.6 | 211 | -67 | 5 | 64 | true | Rebalance | Rebalance back to target bands | -3 | -23 | BrokerD | VWAP | 92 | VAR>budget | Pause | Risk above budget threshold | -27 | 12 | -5 | 5 | false | Within IPS guidelines |
P8241 | Opportunistic | Taxable | USD | 2025-07-18 | 799,838 | 36,735 | 763,103 | 1.17 | 70.9 | 14.9 | 9.5 | 4.7 | TSLA:33.3%;TLT:33.3%;VNQ:33.3% | US:66.5;EU:6.8;APAC:14.5;EM:10.3;Other:1.9 | Value:-0.5;Growth:+0.4;Quality:+0.7;Size:-0.5;Momentum:+0.7;LowVol:+0.9 | MaxPos7% | 6 | 30 | 5.8 | trailing 7% | 192 | 34.1 | Volatile | 26.3 | 5.28 | 3.8 | 138 | -11 | 59 | 71 | true | Rebalance | Rebalance back to target bands | 8 | -34 | BrokerC | MKT | 93 | VAR>budget | Hedge | Risk above budget threshold | -49 | -50 | -52 | 5 | false | Tighten stops on momentum names |
P8242 | Cautious | IRA | USD | 2025-03-01 | 847,521 | 103,499 | 744,022 | 1 | 35.8 | 31.1 | 16.3 | 16.8 | QQQ:35.2%;MUB:35.2%;BND:29.6% | US:66.5;EU:11.8;APAC:9.0;EM:9.8;Other:2.8 | Value:+0.9;Growth:-0.5;Quality:-0.5;Size:+0.5;Momentum:-0.5;LowVol:-0.8 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 10 | 35 | 3.4 | hard 10% | 104 | 14.1 | Bear | 29.9 | 3.28 | 2.9 | 204 | -20 | 53 | 69 | false | NoAction | Within bands; monitor | 12 | -19 | BrokerC | MKT | 0 | null | null | Normal monitoring | 120 | -49 | 192 | 3 | false | Monitor dispersion and breadth |
P8243 | Opportunistic | Roth | USD | 2025-01-23 | 1,322,052 | 68,253 | 1,253,799 | 1 | 62.2 | 15.1 | 15.5 | 7.2 | MSFT:22.6%;VNQ:20.3%;MUB:22.6%;AAPL:21.8%;TLT:12.8% | US:67.3;EU:12.0;APAC:12.7;EM:6.4;Other:1.6 | Value:+0.4;Growth:-0.9;Quality:+0.3;Size:-1.0;Momentum:-0.1;LowVol:-0.1 | MaxPos8% | 6 | 30 | 4.8 | trailing 7% | 279 | 34.1 | Bull | 15.7 | 4.83 | 3.1 | 95 | 104 | 93 | 57 | false | NoAction | Within bands; monitor | 7 | -12 | BrokerD | LMT | 85 | null | null | Normal monitoring | 40 | -8 | 96 | 4 | false | Increase defensive factor exposure |
P8244 | Active | IRA | USD | 2025-08-01 | 1,176,137 | 125,810 | 1,050,327 | 1 | 63.7 | 18.1 | 10.4 | 7.8 | XLF:21.4%;BRK.B:11.2%;HYG:22.5%;MUB:22.5%;IEF:22.5% | US:59.3;EU:21.3;APAC:6.2;EM:11.1;Other:2.1 | Value:-0.7;Growth:-0.3;Quality:-0.5;Size:0.0;Momentum:+1.0;LowVol:-0.6 | MaxPos7% | 5 | 30 | 6 | trailing 8% | 146 | 16.4 | Volatile | 21.8 | 4.04 | 2.9 | 142 | -22 | 34 | 69 | false | Buy | Add to core equity +1% | -4 | -3 | BrokerC | LMT | 100 | null | null | Normal monitoring | 31 | -58 | 132 | 3 | false | Within IPS guidelines |
P8245 | Hands-off | Taxable | USD | 2025-03-30 | 694,297 | 53,312 | 640,985 | 1 | 61.6 | 22.9 | 7.6 | 7.9 | MSFT:21.9%;QQQ:16.0%;VNQ:10.8%;IEF:15.5%;XLF:13.9%;BRK.B:21.9% | US:59.8;EU:19.4;APAC:6.7;EM:9.5;Other:4.6 | Value:-0.1;Growth:-0.1;Quality:-0.7;Size:+0.3;Momentum:+1.0;LowVol:-0.4 | null | 8 | 35 | 4.3 | trailing 8% | 145 | 15.4 | Bull | 15.7 | 3.96 | 2 | 108 | 4 | 41 | 44 | false | Buy | Add to core equity +1% | -8 | -29 | BrokerB | MKT | 88 | null | null | Normal monitoring | -45 | 7 | -37 | 3 | false | Increase defensive factor exposure |
P8246 | Cautious | Trust | USD | 2025-12-21 | 636,952 | 94,515 | 542,437 | 1 | 42.5 | 30.5 | 12.9 | 14.1 | AAPL:20.2%;BRK.B:22.5%;HYG:13.1%;XLF:21.7%;BND:22.5% | US:69.2;EU:8.7;APAC:10.0;EM:10.6;Other:1.6 | Value:+0.5;Growth:+0.7;Quality:+0.8;Size:+0.4;Momentum:+0.7;LowVol:-0.6 | ESGOnly;NoDerivatives;NoMargin | 7 | 25 | 3.4 | trailing 8% | 137 | 18.1 | Bull | 11.5 | 3.92 | 2.1 | 75 | 108 | 100 | 35 | false | Rebalance | Shift +1% to bonds from equity | 3 | -14 | BrokerC | LMT | 92 | null | null | Normal monitoring | 82 | -56 | 168 | 4 | false | Within IPS guidelines |
P8247 | Hands-off | Taxable | USD | 2025-02-25 | 746,702 | 66,632 | 680,070 | 1 | 68.3 | 22.1 | 0 | 9.6 | IEF:32.8%;TLT:33.6%;AMZN:33.6% | US:72.6;EU:15.2;APAC:5.3;EM:5.5;Other:1.3 | Value:+0.2;Growth:-0.5;Quality:-0.6;Size:-0.9;Momentum:-0.1;LowVol:+0.6 | NoDerivatives | 6 | 35 | 3.5 | hard 10% | 154 | 16.3 | Bull | 11.3 | 4.31 | 3.3 | 113 | 101 | 100 | 45 | true | Hedge | Buy index puts 1% notional | 32 | 1 | BrokerB | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | 114 | -41 | 140 | 4 | false | Tighten stops on momentum names |
P8248 | Opportunistic | IRA | USD | 2025-04-07 | 529,424 | 30,588 | 498,836 | 1 | 67.7 | 20.2 | 6.9 | 5.3 | TSLA:28.3%;VNQ:28.3%;HYG:28.3%;TLT:15.1% | US:56.5;EU:17.6;APAC:12.9;EM:12.7;Other:0.2 | Value:+0.6;Growth:-0.0;Quality:+0.8;Size:+0.9;Momentum:-0.2;LowVol:-0.5 | null | 8 | 25 | 4.2 | hard 12% | 280 | 20.7 | Bear | 25.7 | 4.19 | 1 | 192 | 15 | 64 | 66 | false | Rebalance | Shift +1% to bonds from equity | 5 | -18 | BrokerA | LMT | 98 | null | null | Normal monitoring | 40 | -30 | 79 | 3 | false | Tax-aware sells next window |
P8249 | Hands-off | 401k | USD | 2025-04-30 | 306,440 | 14,787 | 291,653 | 1 | 56.1 | 20.6 | 15.9 | 7.4 | MUB:28.2%;IEF:28.2%;AMZN:28.2%;GLD:15.4% | US:68.7;EU:15.4;APAC:5.7;EM:6.9;Other:3.2 | Value:+0.8;Growth:-0.9;Quality:-0.3;Size:-0.1;Momentum:-0.3;LowVol:-0.4 | null | 7 | 25 | 4.5 | trailing 10% | 105 | 17.4 | Volatile | 28.3 | 4.69 | 2.5 | 160 | 58 | 76 | 70 | true | Hedge | Buy index puts 1% notional | 22 | -1 | BrokerC | VWAP | 96 | VAR>budget | Pause | Risk above budget threshold | -34 | -58 | -29 | 4 | true | Monitor dispersion and breadth |
P8250 | Systematic | Roth | USD | 2025-05-18 | 1,233,208 | 59,242 | 1,173,966 | 1 | 64.2 | 29.5 | 0 | 6.3 | VOO:23.3%;MSFT:13.0%;BND:17.3%;XLF:23.2%;TLT:23.3% | US:68.5;EU:7.5;APAC:12.9;EM:9.5;Other:1.7 | Value:+0.5;Growth:+0.9;Quality:-0.4;Size:+0.4;Momentum:0.0;LowVol:+0.8 | MaxPos5% | 7 | 35 | 5.2 | trailing 8% | 149 | 25.1 | Volatile | 25.3 | 5.1 | 2.4 | 113 | 27 | 59 | 70 | false | Hedge | Add TLT +1% as duration hedge | -5 | -4 | BrokerB | MKT | 95 | null | null | Normal monitoring | -57 | 13 | 12 | 5 | false | Increase defensive factor exposure |
P8251 | Hands-off | 401k | USD | 2024-07-14 | 217,370 | 18,894 | 198,476 | 1 | 57.8 | 23.5 | 8.9 | 9.8 | AMZN:26.0%;GLD:26.0%;IEF:22.0%;VNQ:26.0% | US:68.0;EU:8.0;APAC:9.1;EM:10.5;Other:4.5 | Value:-0.9;Growth:-0.9;Quality:+0.4;Size:+0.6;Momentum:+0.1;LowVol:-0.6 | MaxPos5%;NoDerivatives | 10 | 25 | 4.1 | trailing 8% | 92 | 12.6 | Bull | 15.3 | 3.94 | 3.4 | 77 | 42 | 82 | 46 | false | Sell | Trim extended winner -1% | 7 | -12 | BrokerD | MKT | 93 | null | null | Normal monitoring | 75 | -31 | 113 | 4 | false | Tighten stops on momentum names |
P8252 | Cautious | 401k | USD | 2025-11-01 | 571,939 | 52,379 | 519,560 | 1 | 46.9 | 34.7 | 4 | 14.5 | VOO:26.9%;QQQ:25.8%;AMZN:20.5%;TSLA:26.9% | US:67.3;EU:10.7;APAC:13.3;EM:5.2;Other:3.4 | Value:+0.3;Growth:+0.4;Quality:-0.5;Size:+0.2;Momentum:-0.4;LowVol:+0.4 | ESGOnly;NoMargin | 8 | 35 | 4.7 | trailing 8% | 159 | 15.4 | Bear | 34.7 | 3.47 | 2.7 | 156 | 14 | 56 | 78 | true | Hedge | Buy index puts 1% notional | -14 | -29 | BrokerA | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | 63 | -33 | 186 | 3 | false | Tighten stops on momentum names |
P8253 | Active | Roth | USD | 2025-12-10 | 1,520,565 | 172,670 | 1,347,895 | 1.23 | 66.4 | 24.9 | 0 | 8.7 | VTI:36.6%;AAPL:36.6%;VNQ:26.7% | US:67.8;EU:9.5;APAC:11.8;EM:10.6;Other:0.4 | Value:-0.3;Growth:-1.0;Quality:0.0;Size:+0.4;Momentum:+0.7;LowVol:-0.2 | null | 10 | 35 | 4.3 | trailing 9% | 134 | 19.1 | Volatile | 24.3 | 4.37 | 2 | 123 | 9 | 68 | 65 | false | Rebalance | Shift +1% to bonds from equity | 5 | -30 | BrokerB | LMT | 93 | null | null | Normal monitoring | 57 | 16 | 102 | 5 | false | Tighten stops on momentum names |
P8254 | Cautious | Roth | USD | 2025-04-28 | 379,152 | 58,974 | 320,178 | 1 | 51.4 | 37.4 | 0.4 | 10.8 | AMZN:13.1%;TSLA:8.1%;MSFT:21.4%;VNQ:21.4%;QQQ:21.0%;IEF:14.9% | US:64.0;EU:14.2;APAC:9.7;EM:7.5;Other:4.6 | Value:-0.1;Growth:+0.8;Quality:-0.2;Size:0.0;Momentum:+0.8;LowVol:+0.9 | NoMargin | 6 | 30 | 4.5 | trailing 8% | 165 | 20 | Bull | 15.2 | 3.9 | 2.3 | 90 | 78 | 83 | 37 | true | Hedge | Buy index puts 1% notional | 7 | -1 | BrokerB | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 100 | 6 | 175 | 4 | true | Within IPS guidelines |
P8255 | Active | Trust | USD | 2025-11-18 | 1,190,377 | 82,350 | 1,108,027 | 1 | 69.2 | 18.2 | 4.2 | 8.4 | TSLA:21.2%;GLD:15.7%;BRK.B:10.6%;XLF:9.2%;HYG:21.7%;IEF:21.7% | US:63.5;EU:19.2;APAC:8.4;EM:8.7;Other:0.2 | Value:+0.9;Growth:+0.4;Quality:+0.9;Size:+0.8;Momentum:-0.4;LowVol:-0.6 | null | 7 | 25 | 4.9 | trailing 9% | 189 | 22.4 | Volatile | 26.8 | 4.82 | 3.9 | 116 | 12 | 69 | 72 | true | Hedge | Buy index puts 1% notional | 35 | -12 | BrokerA | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | -38 | -34 | -76 | 3 | false | Within IPS guidelines |
P8256 | Opportunistic | IRA | USD | 2025-08-08 | 1,423,717 | 53,428 | 1,370,289 | 1 | 75.4 | 11.3 | 6.2 | 7 | QQQ:21.4%;IEF:15.8%;BRK.B:22.4%;XLF:17.9%;VNQ:22.4% | US:65.3;EU:15.7;APAC:8.9;EM:6.7;Other:3.4 | Value:-0.3;Growth:-0.1;Quality:-0.9;Size:+0.2;Momentum:-0.3;LowVol:-0.6 | null | 10 | 30 | 6 | trailing 7% | 273 | 34.8 | Volatile | 20.7 | 4 | 2.2 | 121 | 24 | 51 | 67 | false | NoAction | Within bands; monitor | 21 | 4 | BrokerA | MKT | 0 | null | null | Normal monitoring | 98 | -46 | 162 | 3 | false | Tax-aware sells next window |
P8257 | Opportunistic | Taxable | USD | 2025-02-06 | 1,289,715 | 70,945 | 1,218,770 | 1.21 | 60.8 | 13 | 20 | 6.2 | AAPL:33.3%;XLF:33.3%;HYG:33.3% | US:71.1;EU:8.6;APAC:13.2;EM:6.3;Other:0.8 | Value:-0.4;Growth:-0.2;Quality:+0.7;Size:-0.4;Momentum:+0.5;LowVol:+0.9 | MaxPos7% | 7 | 35 | 4.8 | trailing 7% | 208 | 20.6 | Bull | 16.8 | 4.01 | 2.8 | 102 | 90 | 98 | 49 | false | Rebalance | Shift +1% to bonds from equity | 10 | 0 | BrokerC | MKT | 94 | null | null | Normal monitoring | 92 | 6 | 204 | 5 | false | Tax-aware sells next window |
P8258 | Hands-off | IRA | USD | 2024-08-06 | 448,661 | 28,154 | 420,507 | 1 | 58.7 | 25.2 | 8.1 | 7.9 | TLT:26.5%;MUB:11.9%;AAPL:17.4%;AMZN:17.8%;TSLA:26.5% | US:64.7;EU:10.0;APAC:9.2;EM:10.9;Other:5.3 | Value:-0.5;Growth:+0.4;Quality:+0.6;Size:-0.0;Momentum:-0.3;LowVol:-0.3 | NoDerivatives | 7 | 30 | 5.9 | trailing 10% | 140 | 17.3 | Volatile | 21.3 | 3.88 | 2 | 120 | 14 | 66 | 54 | false | NoAction | Within bands; monitor | -4 | 8 | BrokerA | VWAP | 89 | null | null | Normal monitoring | -20 | 0 | 114 | 3 | false | Tighten stops on momentum names |
P8259 | Active | Trust | USD | 2024-10-08 | 1,466,803 | 90,448 | 1,376,355 | 1.23 | 63.2 | 21.3 | 9.1 | 6.4 | TSLA:16.0%;VOO:12.9%;XLF:9.8%;QQQ:19.3%;TLT:20.9%;GLD:21.1% | US:64.8;EU:15.9;APAC:12.4;EM:5.2;Other:1.7 | Value:-0.7;Growth:-0.7;Quality:+0.1;Size:+0.3;Momentum:-0.1;LowVol:+0.4 | MaxPos8% | 5 | 30 | 4.2 | hard 12% | 159 | 27.9 | Volatile | 26.2 | 3.57 | 2.6 | 153 | -58 | 23 | 78 | true | Hedge | Buy index puts 1% notional | 35 | 10 | BrokerD | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | 47 | -1 | 155 | 3 | false | Monitor dispersion and breadth |
P8260 | Opportunistic | Taxable | USD | 2025-06-30 | 1,769,929 | 97,530 | 1,672,399 | 1 | 65.3 | 15.2 | 13.2 | 6.3 | VNQ:33.3%;AMZN:33.3%;HYG:33.3% | US:67.0;EU:16.1;APAC:8.7;EM:7.4;Other:0.7 | Value:0.0;Growth:+0.9;Quality:+1.0;Size:+0.6;Momentum:+1.0;LowVol:-0.7 | null | 6 | 30 | 6.1 | trailing 7% | 197 | 24 | Bull | 12.6 | 3.8 | 2.9 | 120 | 40 | 70 | 37 | true | Rebalance | Rebalance back to target bands | 8 | -4 | BrokerD | VWAP | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -40 | 3 | -11 | 3 | false | Tighten stops on momentum names |
P8261 | Active | 401k | USD | 2025-05-11 | 2,075,944 | 162,082 | 1,913,862 | 1 | 56 | 23 | 14.6 | 6.4 | QQQ:21.7%;GLD:9.1%;AAPL:18.7%;TSLA:19.3%;VOO:21.7%;TLT:9.6% | US:56.3;EU:16.0;APAC:15.6;EM:10.3;Other:1.9 | Value:+0.2;Growth:+1.0;Quality:+0.8;Size:+0.1;Momentum:-0.8;LowVol:-0.9 | MaxPos7% | 10 | 35 | 5.5 | trailing 9% | 217 | 23.6 | Bull | 13.4 | 3.76 | 2.9 | 78 | 66 | 86 | 43 | true | Hedge | Buy index puts 1% notional | 32 | -20 | BrokerC | LMT | 93 | VAR>budget | Hedge | Risk above budget threshold | 104 | -56 | 88 | 4 | false | Increase defensive factor exposure |
P8262 | Systematic | 401k | USD | 2024-08-28 | 1,459,593 | 141,495 | 1,318,098 | 1 | 64.2 | 25.9 | 3.6 | 6.2 | TSLA:15.0%;HYG:16.1%;QQQ:18.3%;GLD:7.9%;IEF:21.4%;VTI:21.4% | US:66.2;EU:15.5;APAC:8.5;EM:6.9;Other:3.0 | Value:+0.4;Growth:-0.7;Quality:+0.5;Size:-0.5;Momentum:-0.4;LowVol:-0.4 | MaxPos5%;NoDerivatives | 10 | 25 | 4.8 | trailing 9% | 127 | 27.8 | Bull | 15 | 4.14 | 2.8 | 78 | 19 | 73 | 53 | false | Rebalance | Shift +1% to bonds from equity | -14 | -35 | BrokerD | MKT | 99 | null | null | Normal monitoring | 97 | -42 | 216 | 3 | false | Within IPS guidelines |
P8263 | Hands-off | IRA | USD | 2024-12-04 | 442,846 | 43,578 | 399,268 | 1 | 57.7 | 20.4 | 14.4 | 7.4 | TLT:29.4%;VNQ:23.9%;IEF:17.3%;VTI:29.4% | US:70.6;EU:15.7;APAC:5.9;EM:5.4;Other:2.4 | Value:+0.2;Growth:-0.4;Quality:0.0;Size:-0.1;Momentum:-0.4;LowVol:+0.4 | MaxPos6% | 8 | 35 | 4.7 | trailing 8% | 113 | 15.6 | Bull | 15.6 | 3.81 | 3 | 102 | 77 | 92 | 42 | false | Rebalance | Shift +1% to bonds from equity | 32 | -4 | BrokerC | LMT | 100 | null | null | Normal monitoring | -60 | -32 | 61 | 3 | false | Increase defensive factor exposure |
P8264 | Active | Trust | USD | 2025-01-20 | 1,668,475 | 146,733 | 1,521,742 | 1 | 56.4 | 19.6 | 17.3 | 6.6 | IEF:11.4%;TLT:8.4%;XLF:22.8%;VTI:22.8%;BRK.B:11.8%;MUB:22.8% | US:66.5;EU:18.6;APAC:7.2;EM:7.4;Other:0.2 | Value:0.0;Growth:+0.4;Quality:+0.3;Size:-0.9;Momentum:-0.6;LowVol:+1.0 | MaxPos8% | 7 | 35 | 4.2 | trailing 9% | 179 | 19 | Bear | 32.2 | 4.2 | 2.1 | 173 | -33 | 28 | 71 | true | Rebalance | Rebalance back to target bands | 30 | 0 | BrokerD | MKT | 90 | VAR>budget | Pause | Risk above budget threshold | 3 | 4 | 128 | 2 | false | Within IPS guidelines |
P8265 | Cautious | 401k | USD | 2025-05-04 | 839,067 | 103,186 | 735,881 | 1 | 51.4 | 32.6 | 0 | 15.9 | IEF:20.3%;TLT:28.3%;XLF:23.0%;VTI:28.3% | US:75.3;EU:7.4;APAC:9.5;EM:6.6;Other:1.2 | Value:-0.9;Growth:0.0;Quality:+0.1;Size:-0.2;Momentum:-0.3;LowVol:-0.9 | ESGOnly;MaxPos5%;NoMargin | 7 | 35 | 4.5 | trailing 8% | 96 | 13.8 | Sideways | 17.6 | 3.5 | 2.4 | 98 | 18 | 52 | 43 | false | Sell | Trim extended winner -1% | 18 | -7 | BrokerC | MKT | 100 | null | null | Normal monitoring | -29 | 1 | -30 | 5 | false | Tax-aware sells next window |
P8266 | Cautious | IRA | USD | 2025-01-24 | 504,646 | 53,589 | 451,057 | 1 | 35.7 | 43.6 | 4.4 | 16.3 | TSLA:22.5%;BND:7.3%;MSFT:10.0%;TLT:15.2%;XLF:22.5%;VTI:22.5% | US:69.5;EU:6.0;APAC:10.3;EM:9.6;Other:4.7 | Value:-0.9;Growth:-0.2;Quality:+0.7;Size:-0.5;Momentum:-0.2;LowVol:-0.5 | NoMargin | 5 | 35 | 3.4 | trailing 8% | 102 | 12.2 | Volatile | 28.9 | 5.36 | 3.4 | 138 | 68 | 77 | 66 | false | Sell | Trim extended winner -1% | 1 | 12 | BrokerC | LMT | 89 | null | null | Normal monitoring | 18 | 16 | 113 | 3 | false | Increase defensive factor exposure |
P8267 | Opportunistic | Roth | USD | 2025-10-21 | 710,922 | 35,018 | 675,904 | 1 | 65.4 | 21.1 | 5.8 | 7.7 | XLF:31.0%;MSFT:34.5%;IEF:34.5% | US:63.6;EU:16.7;APAC:7.2;EM:9.3;Other:3.2 | Value:-0.1;Growth:+0.9;Quality:+0.8;Size:-0.6;Momentum:+0.4;LowVol:+0.1 | MaxPos6%;NoDerivatives | 5 | 35 | 4.9 | trailing 7% | 185 | 31.8 | Sideways | 19 | 4.77 | 2.1 | 100 | -27 | 34 | 58 | false | Rebalance | Shift +1% to bonds from equity | 12 | 8 | BrokerC | MKT | 92 | null | null | Normal monitoring | 72 | -45 | 182 | 4 | false | Within IPS guidelines |
P8268 | Hands-off | 401k | USD | 2025-08-30 | 776,900 | 60,420 | 716,480 | 1 | 60.8 | 17.2 | 14.6 | 7.4 | TLT:33.3%;VNQ:33.3%;BND:33.3% | US:67.4;EU:13.5;APAC:10.9;EM:4.1;Other:4.0 | Value:+0.9;Growth:-0.2;Quality:-0.6;Size:+0.6;Momentum:-0.6;LowVol:+0.1 | ESGOnly | 6 | 25 | 3.3 | hard 10% | 110 | 15.4 | Sideways | 19.3 | 3.86 | 3.1 | 100 | -3 | 46 | 48 | false | Rebalance | Shift +1% to bonds from equity | 1 | -12 | BrokerD | MKT | 95 | null | null | Normal monitoring | -1 | -33 | 8 | 4 | false | Within IPS guidelines |
P8269 | Hands-off | Trust | USD | 2025-05-30 | 429,817 | 36,291 | 393,526 | 1 | 71 | 23 | 0 | 6 | VNQ:22.1%;XLF:22.1%;TSLA:22.1%;QQQ:13.8%;AMZN:19.9% | US:56.5;EU:20.6;APAC:7.3;EM:12.4;Other:3.2 | Value:-0.9;Growth:-1.0;Quality:0.0;Size:-0.5;Momentum:-1.0;LowVol:-0.6 | ESGOnly | 5 | 35 | 4.3 | trailing 8% | 160 | 13.1 | Sideways | 15.2 | 4.73 | 2.1 | 130 | 2 | 38 | 47 | false | Rebalance | Shift +1% to bonds from equity | 19 | -9 | BrokerD | MKT | 98 | null | null | Normal monitoring | -6 | -27 | 115 | 3 | false | Monitor dispersion and breadth |
P8270 | Cautious | Roth | USD | 2025-06-22 | 632,059 | 97,012 | 535,047 | 1 | 51.5 | 38.1 | 0 | 10.4 | GLD:13.9%;MSFT:18.9%;BND:24.0%;BRK.B:19.1%;MUB:24.0% | US:60.1;EU:17.3;APAC:10.2;EM:7.2;Other:5.3 | Value:+0.3;Growth:-0.4;Quality:-0.7;Size:-0.3;Momentum:-0.8;LowVol:-0.5 | NoMargin | 6 | 35 | 3.4 | trailing 8% | 159 | 14.7 | Bull | 11.4 | 4.42 | 2.2 | 84 | 27 | 61 | 25 | false | Sell | Trim extended winner -1% | 19 | -36 | BrokerC | MKT | 96 | null | null | Normal monitoring | 13 | 19 | 21 | 3 | false | Tighten stops on momentum names |
P8271 | Cautious | Trust | USD | 2024-08-16 | 818,618 | 67,701 | 750,917 | 1 | 39.1 | 41.4 | 8 | 11.4 | AAPL:23.8%;IEF:12.5%;TLT:14.9%;TSLA:7.7%;HYG:17.4%;BND:23.8% | US:72.3;EU:6.3;APAC:9.1;EM:10.4;Other:1.8 | Value:-0.2;Growth:+0.9;Quality:+0.5;Size:-0.9;Momentum:+0.6;LowVol:+0.5 | MaxPos5%;NoDerivatives;NoMargin | 6 | 25 | 6 | trailing 10% | 115 | 18.2 | Bull | 13.4 | 3.65 | 2.4 | 115 | 36 | 63 | 23 | false | Rebalance | Shift +1% to bonds from equity | 30 | -21 | BrokerA | VWAP | 100 | null | null | Normal monitoring | 53 | -59 | 112 | 3 | false | Tighten stops on momentum names |
P8272 | Opportunistic | Roth | USD | 2024-10-27 | 624,338 | 38,474 | 585,864 | 1 | 61.9 | 14.7 | 15.3 | 8.1 | TSLA:20.0%;MSFT:26.7%;BRK.B:26.7%;QQQ:26.7% | US:71.4;EU:6.4;APAC:11.0;EM:6.8;Other:4.3 | Value:+0.7;Growth:+0.9;Quality:-0.4;Size:-0.3;Momentum:+0.5;LowVol:+0.5 | MaxPos8% | 5 | 30 | 6.6 | trailing 9% | 256 | 27.8 | Sideways | 20.7 | 4.23 | 2.6 | 104 | -7 | 37 | 59 | false | Sell | Trim extended winner -1% | 8 | -14 | BrokerB | LMT | 87 | null | null | Normal monitoring | -49 | -15 | 39 | 4 | false | Tax-aware sells next window |
P8273 | Active | 401k | USD | 2024-07-23 | 1,604,421 | 131,914 | 1,472,507 | 1 | 65.7 | 20.6 | 7.2 | 6.5 | XLF:26.9%;VTI:26.3%;QQQ:26.9%;GLD:19.9% | US:70.8;EU:6.6;APAC:9.5;EM:7.8;Other:5.3 | Value:+0.7;Growth:+0.9;Quality:-0.4;Size:+0.2;Momentum:-0.3;LowVol:+0.2 | MaxPos5%;NoDerivatives | 5 | 30 | 5.7 | trailing 9% | 174 | 27.5 | Bull | 12 | 3.89 | 2.5 | 107 | 99 | 90 | 53 | false | Hedge | Add TLT +1% as duration hedge | 15 | 1 | BrokerC | MKT | 99 | null | null | Normal monitoring | 74 | -33 | 205 | 4 | false | Increase defensive factor exposure |
P8274 | Systematic | Roth | USD | 2025-02-26 | 1,644,993 | 133,753 | 1,511,240 | 1 | 56.2 | 21.1 | 17.4 | 5.3 | BND:21.7%;AMZN:17.1%;VOO:14.4%;QQQ:12.7%;MSFT:21.7%;XLF:12.4% | US:75.8;EU:9.4;APAC:7.1;EM:7.6;Other:0.1 | Value:-0.9;Growth:-0.6;Quality:+0.6;Size:+0.6;Momentum:-0.2;LowVol:+0.5 | MaxPos5% | 6 | 25 | 5.2 | hard 12% | 169 | 22.2 | Sideways | 18.2 | 4.81 | 2.9 | 105 | -26 | 44 | 50 | false | Hedge | Add TLT +1% as duration hedge | 18 | -23 | BrokerD | LMT | 86 | null | null | Normal monitoring | -5 | -6 | 23 | 5 | false | Tax-aware sells next window |
P8275 | Hands-off | Roth | USD | 2025-07-26 | 533,201 | 40,691 | 492,510 | 1 | 58 | 18 | 17.5 | 6.4 | VOO:24.4%;BRK.B:25.2%;VNQ:25.2%;XLF:25.2% | US:59.9;EU:19.2;APAC:9.5;EM:6.1;Other:5.3 | Value:-0.5;Growth:+0.4;Quality:+0.4;Size:-0.6;Momentum:+0.2;LowVol:+0.4 | MaxPos6% | 7 | 35 | 3.8 | trailing 8% | 170 | 15.8 | Bull | 17.1 | 4.68 | 2.7 | 100 | 33 | 51 | 43 | false | Hedge | Add TLT +1% as duration hedge | 12 | 11 | BrokerB | MKT | 93 | null | null | Normal monitoring | -52 | -30 | -24 | 5 | false | Increase defensive factor exposure |
P8276 | Cautious | Taxable | USD | 2024-12-01 | 682,310 | 79,219 | 603,091 | 1 | 35.5 | 43 | 3.7 | 17.8 | MSFT:36.9%;GLD:36.9%;AMZN:26.3% | US:69.3;EU:16.6;APAC:6.6;EM:5.5;Other:1.9 | Value:-0.9;Growth:+0.7;Quality:-1.0;Size:+0.6;Momentum:+0.6;LowVol:-0.5 | ESGOnly;NoMargin | 8 | 30 | 3.3 | hard 10% | 103 | 12.2 | Volatile | 28.3 | 3.8 | 4.3 | 156 | -3 | 63 | 62 | false | Sell | Trim extended winner -1% | 6 | -3 | BrokerB | LMT | 88 | null | null | Normal monitoring | 116 | -4 | 238 | 3 | false | Tax-aware sells next window |
P8277 | Hands-off | Taxable | USD | 2025-12-01 | 295,186 | 23,492 | 271,694 | 1 | 67.1 | 15.4 | 10.4 | 7.1 | QQQ:25.0%;HYG:25.0%;GLD:25.0%;TLT:25.0% | US:58.7;EU:14.7;APAC:15.4;EM:6.5;Other:4.7 | Value:+0.1;Growth:+0.7;Quality:-0.3;Size:+0.5;Momentum:-0.0;LowVol:-0.3 | ESGOnly;MaxPos8% | 10 | 30 | 3.7 | hard 10% | 155 | 17.2 | Bull | 13.3 | 4.5 | 2.9 | 109 | 49 | 64 | 50 | false | Sell | Trim extended winner -1% | 21 | -6 | BrokerA | MKT | 93 | null | null | Normal monitoring | 1 | -11 | 53 | 3 | false | Increase defensive factor exposure |
P8278 | Opportunistic | Roth | USD | 2024-07-23 | 1,062,332 | 83,636 | 978,696 | 1 | 63.1 | 10.5 | 20.2 | 6.2 | BRK.B:16.3%;GLD:14.1%;VNQ:21.7%;TLT:18.3%;MSFT:7.8%;MUB:21.7% | US:66.4;EU:16.0;APAC:9.7;EM:7.5;Other:0.4 | Value:-0.1;Growth:-0.8;Quality:-0.0;Size:-0.5;Momentum:+0.3;LowVol:+0.7 | NoDerivatives | 6 | 25 | 5.9 | trailing 7% | 201 | 20.5 | Volatile | 28.6 | 4.8 | 2.2 | 153 | -56 | 16 | 65 | false | Rebalance | Shift +1% to bonds from equity | -3 | -32 | BrokerD | MKT | 99 | null | null | Normal monitoring | 90 | 11 | 149 | 4 | false | Monitor dispersion and breadth |
P8279 | Cautious | Taxable | USD | 2025-06-25 | 598,689 | 62,116 | 536,573 | 1 | 38.2 | 44.1 | 0 | 17.7 | GLD:21.2%;AAPL:21.2%;TSLA:21.2%;BND:15.3%;TLT:21.2% | US:69.1;EU:11.8;APAC:11.2;EM:7.9;Other:0.0 | Value:-0.1;Growth:+1.0;Quality:+0.2;Size:-0.6;Momentum:-0.8;LowVol:-0.3 | NoMargin | 7 | 25 | 4 | trailing 10% | 147 | 19.3 | Bull | 13.1 | 3.62 | 2.9 | 114 | 6 | 38 | 20 | false | Rebalance | Shift +1% to bonds from equity | 8 | -38 | BrokerB | MKT | 100 | null | null | Normal monitoring | 97 | -53 | 104 | 3 | false | Increase defensive factor exposure |
P8280 | Opportunistic | Roth | USD | 2025-10-16 | 893,456 | 47,031 | 846,425 | 1 | 64.5 | 10.4 | 20.4 | 4.8 | IEF:13.4%;VNQ:15.9%;TLT:15.5%;TSLA:20.7%;BRK.B:13.7%;AMZN:20.7% | US:66.9;EU:19.8;APAC:6.7;EM:4.0;Other:2.5 | Value:+0.4;Growth:+0.4;Quality:-0.7;Size:-0.1;Momentum:+0.5;LowVol:+0.2 | null | 10 | 35 | 6.2 | hard 12% | 248 | 30.6 | Bull | 15.5 | 4.6 | 2.9 | 84 | 112 | 100 | 57 | false | Sell | Trim extended winner -1% | -2 | 10 | BrokerC | MKT | 99 | null | null | Normal monitoring | 110 | -14 | 216 | 5 | false | Monitor dispersion and breadth |
P8281 | Cautious | Trust | USD | 2025-07-28 | 877,979 | 140,048 | 737,931 | 1 | 52.1 | 35.3 | 0 | 12.6 | VNQ:35.5%;TLT:35.5%;QQQ:29.0% | US:62.5;EU:13.8;APAC:12.4;EM:7.8;Other:3.7 | Value:+0.1;Growth:+0.6;Quality:+0.7;Size:-0.9;Momentum:+0.9;LowVol:+0.1 | MaxPos7%;NoMargin | 6 | 25 | 3.1 | hard 10% | 164 | 13.7 | Bull | 15.6 | 4.76 | 2.8 | 83 | 45 | 83 | 41 | false | Sell | Trim extended winner -1% | 4 | -32 | BrokerD | VWAP | 88 | null | null | Normal monitoring | 53 | -58 | 95 | 4 | false | Within IPS guidelines |
P8282 | Opportunistic | Trust | USD | 2025-08-14 | 954,270 | 30,540 | 923,730 | 1 | 64.9 | 18.4 | 9.1 | 7.6 | MSFT:19.2%;HYG:13.9%;XLF:23.0%;VTI:21.1%;BRK.B:23.0% | US:59.8;EU:18.7;APAC:10.4;EM:10.5;Other:0.6 | Value:-1.0;Growth:+0.6;Quality:-0.9;Size:+0.2;Momentum:-0.6;LowVol:+0.5 | MaxPos5% | 10 | 35 | 6.1 | trailing 7% | 194 | 30.4 | Bull | 11.2 | 3.79 | 2.6 | 110 | 62 | 72 | 37 | false | Buy | Add to core equity +1% | -13 | -32 | BrokerD | MKT | 89 | null | null | Normal monitoring | 36 | 3 | 33 | 4 | false | Increase defensive factor exposure |
P8283 | Systematic | IRA | USD | 2025-09-01 | 895,181 | 52,904 | 842,277 | 1 | 63.9 | 29.1 | 0 | 7 | IEF:33.3%;QQQ:33.3%;BRK.B:33.3% | US:70.1;EU:17.5;APAC:7.3;EM:4.2;Other:0.9 | Value:+0.8;Growth:-0.4;Quality:+0.2;Size:+0.8;Momentum:+0.6;LowVol:+1.0 | NoDerivatives | 5 | 30 | 4.7 | trailing 9% | 227 | 17.6 | Volatile | 28.6 | 3.6 | 3.4 | 162 | 61 | 68 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -23 | BrokerB | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 35 | -42 | 28 | 4 | false | Tighten stops on momentum names |
P8284 | Hands-off | IRA | USD | 2025-07-27 | 396,262 | 20,340 | 375,922 | 1 | 74.7 | 17.7 | 0 | 7.6 | XLF:25.6%;TSLA:23.3%;IEF:25.6%;BND:25.6% | US:64.6;EU:12.4;APAC:6.8;EM:10.5;Other:5.8 | Value:-0.4;Growth:-0.4;Quality:-0.1;Size:+0.5;Momentum:+0.3;LowVol:+1.0 | ESGOnly | 5 | 35 | 3.6 | trailing 8% | 129 | 19.1 | Bull | 11.8 | 4.37 | 2 | 84 | 69 | 81 | 54 | false | Rebalance | Shift +1% to bonds from equity | 6 | 7 | BrokerD | LMT | 99 | null | null | Normal monitoring | 65 | -12 | 171 | 5 | false | Monitor dispersion and breadth |
P8285 | Opportunistic | 401k | USD | 2025-01-29 | 304,229 | 9,665 | 294,564 | 1 | 72.6 | 18.1 | 4.4 | 4.9 | VNQ:22.0%;XLF:10.4%;QQQ:12.2%;AMZN:22.0%;TLT:11.4%;HYG:22.0% | US:71.5;EU:14.1;APAC:9.6;EM:4.7;Other:0.1 | Value:+0.7;Growth:-0.2;Quality:+0.2;Size:+0.2;Momentum:+0.9;LowVol:+0.9 | MaxPos8% | 10 | 30 | 6.3 | trailing 9% | 210 | 20.3 | Bear | 31.1 | 3.34 | 2.5 | 173 | -112 | 5 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 22 | -14 | BrokerC | MKT | 93 | VAR>budget | Hedge | Risk above budget threshold | 15 | -39 | 147 | 5 | false | Within IPS guidelines |
P8286 | Cautious | Roth | USD | 2025-07-05 | 209,265 | 21,027 | 188,238 | 1 | 47.7 | 30.3 | 7.6 | 14.3 | GLD:21.0%;TLT:26.3%;AMZN:26.3%;VNQ:26.3% | US:68.4;EU:15.5;APAC:8.0;EM:8.0;Other:0.2 | Value:+0.1;Growth:-0.2;Quality:-0.5;Size:0.0;Momentum:-1.0;LowVol:+0.9 | NoMargin | 7 | 30 | 5.3 | trailing 10% | 136 | 19.4 | Bull | 16.9 | 4.85 | 2.2 | 113 | 63 | 81 | 48 | false | Rebalance | Shift +1% to bonds from equity | -2 | -3 | BrokerA | MKT | 94 | null | null | Normal monitoring | -41 | -18 | 52 | 4 | false | Monitor dispersion and breadth |
P8287 | Active | Taxable | USD | 2025-01-24 | 540,656 | 53,587 | 487,069 | 1 | 55.7 | 31.4 | 7.2 | 5.8 | HYG:19.2%;VTI:18.8%;GLD:10.8%;AMZN:20.3%;BND:19.3%;VNQ:11.5% | US:73.3;EU:6.4;APAC:10.0;EM:6.3;Other:4.0 | Value:-0.3;Growth:+0.8;Quality:-0.8;Size:+0.9;Momentum:-0.1;LowVol:+0.4 | null | 8 | 30 | 4.7 | trailing 8% | 130 | 18.9 | Sideways | 17.8 | 4.16 | 3.1 | 120 | 41 | 63 | 59 | false | NoAction | Within bands; monitor | 32 | 12 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 120 | 3 | 165 | 3 | false | Within IPS guidelines |
P8288 | Systematic | Roth | USD | 2025-05-03 | 1,417,727 | 93,759 | 1,323,968 | 1 | 69 | 24.6 | 1 | 5.4 | HYG:24.2%;VOO:17.3%;AAPL:24.2%;MSFT:11.8%;VTI:22.4% | US:76.6;EU:6.5;APAC:7.6;EM:5.0;Other:4.2 | Value:+0.5;Growth:+0.1;Quality:+0.9;Size:-0.6;Momentum:+0.3;LowVol:-0.2 | MaxPos7% | 7 | 25 | 6 | trailing 8% | 230 | 26.3 | Bull | 16.3 | 4.95 | 3.5 | 77 | 6 | 66 | 46 | false | Sell | Trim extended winner -1% | -3 | -40 | BrokerA | LMT | 91 | null | null | Normal monitoring | 9 | 15 | 38 | 5 | false | Tighten stops on momentum names |
P8289 | Opportunistic | Trust | USD | 2024-07-31 | 1,648,398 | 69,431 | 1,578,967 | 1 | 77.5 | 14.6 | 0 | 7.8 | MSFT:27.8%;VOO:16.7%;IEF:27.8%;TLT:27.8% | US:66.7;EU:8.1;APAC:12.8;EM:7.3;Other:5.2 | Value:-0.3;Growth:+0.4;Quality:-0.2;Size:-0.8;Momentum:-0.7;LowVol:+0.4 | null | 7 | 35 | 4.6 | trailing 7% | 235 | 20.2 | Bull | 11.6 | 4.69 | 2.5 | 112 | 52 | 67 | 41 | false | Sell | Trim extended winner -1% | 26 | 7 | BrokerC | LMT | 96 | null | null | Normal monitoring | -52 | 4 | 46 | 3 | false | Tax-aware sells next window |
P8290 | Active | Roth | USD | 2024-10-23 | 2,326,676 | 221,277 | 2,105,399 | 1 | 57.9 | 27.6 | 8.6 | 5.9 | XLF:8.4%;VTI:22.9%;AAPL:22.9%;QQQ:22.9%;VOO:22.9% | US:66.1;EU:14.0;APAC:11.5;EM:8.1;Other:0.3 | Value:0.0;Growth:-0.1;Quality:-0.6;Size:+0.4;Momentum:-0.5;LowVol:-0.1 | NoDerivatives | 10 | 35 | 4.2 | trailing 9% | 229 | 21.5 | Bear | 31.7 | 4.16 | 2.3 | 154 | -73 | 9 | 79 | true | Rebalance | Rebalance back to target bands | 5 | -26 | BrokerA | MKT | 97 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 26 | -26 | 89 | 4 | false | Monitor dispersion and breadth |
P8291 | Opportunistic | Taxable | USD | 2025-01-19 | 1,152,615 | 59,698 | 1,092,917 | 1.1 | 61.7 | 10.4 | 20 | 8 | VOO:22.3%;VTI:25.9%;BRK.B:25.9%;XLF:25.9% | US:68.6;EU:12.6;APAC:5.7;EM:10.8;Other:2.3 | Value:+0.9;Growth:+0.3;Quality:0.0;Size:-0.9;Momentum:-0.5;LowVol:+0.7 | null | 10 | 25 | 6.6 | trailing 7% | 212 | 21.2 | Volatile | 30.5 | 4.21 | 2.1 | 134 | 59 | 75 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -4 | BrokerC | MKT | 90 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 31 | -11 | 16 | 2 | false | Tighten stops on momentum names |
P8292 | Hands-off | Roth | USD | 2025-01-30 | 462,557 | 19,783 | 442,774 | 1 | 68.8 | 24 | 0 | 7.2 | AMZN:9.8%;VTI:22.5%;AAPL:22.3%;TSLA:14.0%;GLD:12.3%;VOO:19.1% | US:74.7;EU:5.9;APAC:13.0;EM:4.6;Other:1.8 | Value:-0.8;Growth:+0.7;Quality:0.0;Size:-0.6;Momentum:+0.1;LowVol:-0.5 | null | 10 | 35 | 3.1 | trailing 8% | 147 | 18.5 | Sideways | 14.2 | 4.2 | 2.4 | 94 | -25 | 44 | 59 | false | Buy | Add to core equity +1% | 21 | -1 | BrokerD | MKT | 94 | null | null | Normal monitoring | -3 | -36 | 121 | 5 | false | Monitor dispersion and breadth |
P8293 | Hands-off | Taxable | USD | 2025-05-26 | 218,703 | 21,545 | 197,158 | 1 | 64.8 | 26.3 | 0 | 9 | VOO:33.3%;GLD:33.3%;TLT:33.3% | US:79.8;EU:6.9;APAC:8.2;EM:3.5;Other:1.7 | Value:-0.1;Growth:-0.3;Quality:+0.4;Size:+0.2;Momentum:-0.2;LowVol:-0.3 | ESGOnly | 10 | 30 | 3.1 | trailing 8% | 129 | 13.9 | Volatile | 30.8 | 4.95 | 4.1 | 171 | 40 | 70 | 80 | true | Hedge | Buy index puts 1% notional | 11 | 3 | BrokerA | LMT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 51 | 1 | 77 | 2 | false | Increase defensive factor exposure |
P8294 | Opportunistic | 401k | USD | 2024-09-28 | 792,164 | 63,924 | 728,240 | 1 | 62.3 | 20.7 | 9.3 | 7.8 | AMZN:17.0%;BRK.B:31.8%;BND:31.8%;VOO:19.4% | US:61.7;EU:19.0;APAC:9.7;EM:7.1;Other:2.5 | Value:+0.3;Growth:-0.8;Quality:+1.0;Size:-0.2;Momentum:+0.7;LowVol:-0.7 | null | 10 | 35 | 4.4 | trailing 9% | 179 | 30.6 | Bear | 23.3 | 3.17 | 1.6 | 172 | -17 | 44 | 69 | true | Hedge | Buy index puts 1% notional | -4 | -7 | BrokerB | VWAP | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 14 | -41 | 50 | 2 | false | Tax-aware sells next window |
P8295 | Cautious | Trust | USD | 2025-09-26 | 819,720 | 93,570 | 726,150 | 1 | 43.9 | 33 | 8.9 | 14.3 | VTI:25.7%;BRK.B:25.7%;BND:23.0%;VOO:25.6% | US:61.9;EU:16.2;APAC:10.3;EM:7.8;Other:3.8 | Value:-0.8;Growth:+0.4;Quality:-1.0;Size:+0.7;Momentum:+0.2;LowVol:+0.8 | MaxPos7%;NoMargin | 7 | 25 | 4.1 | hard 10% | 136 | 13.8 | Sideways | 16.9 | 3.89 | 3.3 | 138 | -16 | 47 | 30 | false | Rebalance | Shift +1% to bonds from equity | -3 | 1 | BrokerD | VWAP | 92 | null | null | Normal monitoring | 58 | -27 | 155 | 3 | false | Monitor dispersion and breadth |
P8296 | Active | 401k | USD | 2025-08-24 | 1,293,131 | 89,224 | 1,203,907 | 1 | 57.1 | 29.4 | 6.8 | 6.7 | HYG:33.3%;XLF:33.3%;AMZN:33.3% | US:70.0;EU:11.3;APAC:5.6;EM:9.3;Other:3.8 | Value:+0.3;Growth:-1.0;Quality:-0.1;Size:-0.5;Momentum:+0.4;LowVol:-0.2 | NoDerivatives | 6 | 30 | 5 | trailing 8% | 145 | 24.2 | Sideways | 14.5 | 4.26 | 3.3 | 116 | 0 | 58 | 38 | false | Rebalance | Shift +1% to bonds from equity | 22 | -19 | BrokerA | VWAP | 85 | null | null | Normal monitoring | 2 | -55 | 117 | 4 | false | Within IPS guidelines |
P8297 | Hands-off | 401k | USD | 2025-08-28 | 492,611 | 33,058 | 459,553 | 1 | 64.1 | 25.4 | 5.5 | 5 | XLF:32.6%;TLT:33.7%;HYG:33.7% | US:67.0;EU:17.7;APAC:6.4;EM:8.6;Other:0.3 | Value:-0.8;Growth:+0.8;Quality:+0.6;Size:+0.3;Momentum:-1.0;LowVol:0.0 | ESGOnly;MaxPos6%;NoDerivatives | 8 | 35 | 3.1 | trailing 8% | 114 | 19.6 | Bull | 12.8 | 3.55 | 2.7 | 81 | 35 | 82 | 42 | false | Rebalance | Shift +1% to bonds from equity | 33 | -3 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 12 | -27 | 4 | 3 | false | Increase defensive factor exposure |
P8298 | Cautious | 401k | USD | 2025-11-06 | 403,540 | 60,237 | 343,303 | 1 | 47.7 | 38.7 | 0 | 13.6 | IEF:11.4%;VOO:15.2%;TSLA:21.9%;VNQ:21.9%;TLT:21.7%;AAPL:7.9% | US:70.5;EU:14.0;APAC:8.5;EM:7.0;Other:0.0 | Value:+0.5;Growth:-0.1;Quality:-1.0;Size:-0.5;Momentum:+0.8;LowVol:-0.7 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 5 | hard 10% | 106 | 19.3 | Bull | 11.1 | 4.14 | 3.5 | 85 | 105 | 100 | 37 | false | Rebalance | Shift +1% to bonds from equity | 14 | -6 | BrokerB | MKT | 89 | null | null | Normal monitoring | 31 | 8 | 112 | 4 | false | Monitor dispersion and breadth |
P8299 | Active | Taxable | USD | 2025-04-12 | 934,466 | 60,360 | 874,106 | 1 | 63.2 | 27.8 | 1.8 | 7.2 | BRK.B:28.4%;VOO:28.4%;MSFT:28.4%;GLD:14.7% | US:66.6;EU:14.4;APAC:9.8;EM:8.4;Other:0.8 | Value:-0.1;Growth:-0.2;Quality:+0.6;Size:-0.8;Momentum:-0.7;LowVol:+0.1 | MaxPos5%;NoDerivatives | 5 | 25 | 5.4 | hard 12% | 170 | 26.8 | Volatile | 21.5 | 4.43 | 3.6 | 125 | -52 | 17 | 58 | false | Sell | Trim extended winner -1% | -1 | -19 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 47 | -37 | 59 | 3 | false | Monitor dispersion and breadth |
P8300 | Hands-off | 401k | USD | 2025-08-03 | 733,073 | 51,996 | 681,077 | 1 | 67 | 26.5 | 0 | 6.5 | AMZN:22.6%;BRK.B:15.1%;HYG:17.2%;QQQ:22.6%;GLD:13.3%;AAPL:9.3% | US:65.4;EU:16.8;APAC:11.0;EM:3.5;Other:3.3 | Value:-0.1;Growth:+0.3;Quality:-0.4;Size:-1.0;Momentum:+0.4;LowVol:+0.9 | ESGOnly;NoDerivatives | 8 | 30 | 4.5 | hard 10% | 98 | 14.4 | Volatile | 22.9 | 4.61 | 4.1 | 167 | 77 | 76 | 58 | false | Sell | Trim extended winner -1% | 1 | -32 | BrokerA | MKT | 87 | null | null | Normal monitoring | 0 | -48 | 103 | 3 | false | Monitor dispersion and breadth |
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