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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8301 | Systematic | IRA | USD | 2025-08-09 | 1,925,064 | 114,849 | 1,810,215 | 1 | 56.1 | 31.5 | 4.1 | 8.3 | VTI:24.6%;IEF:24.3%;TSLA:25.5%;HYG:25.5% | US:64.5;EU:8.0;APAC:9.3;EM:12.2;Other:6.0 | Value:+0.1;Growth:-0.4;Quality:-0.5;Size:-0.6;Momentum:-0.0;LowVol:+0.2 | null | 5 | 35 | 5.3 | trailing 9% | 162 | 27.2 | Bull | 17.9 | 3.74 | 3.4 | 79 | 114 | 100 | 55 | false | Rebalance | Shift +1% to bonds from equity | 9 | -32 | BrokerB | MKT | 95 | null | null | Normal monitoring | 37 | -4 | 103 | 3 | false | Tighten stops on momentum names |
P8302 | Opportunistic | Taxable | USD | 2025-12-19 | 1,253,390 | 39,443 | 1,213,947 | 1 | 77.9 | 10.8 | 6.7 | 4.5 | BRK.B:8.0%;VOO:22.3%;AAPL:13.7%;XLF:22.3%;VNQ:22.3%;GLD:11.3% | US:61.8;EU:17.1;APAC:8.7;EM:10.8;Other:1.5 | Value:+0.9;Growth:-0.2;Quality:+0.3;Size:-0.1;Momentum:-0.0;LowVol:-0.2 | MaxPos8% | 10 | 25 | 5.8 | trailing 7% | 232 | 30.4 | Bull | 13 | 4.45 | 3.1 | 78 | 40 | 58 | 48 | false | Sell | Trim extended winner -1% | 6 | -22 | BrokerA | MKT | 95 | null | null | Normal monitoring | 105 | 5 | 193 | 4 | false | Increase defensive factor exposure |
P8303 | Cautious | IRA | USD | 2024-10-02 | 584,797 | 57,551 | 527,246 | 1 | 51 | 39.3 | 0 | 9.7 | MSFT:33.7%;VNQ:32.5%;MUB:33.7% | US:69.7;EU:14.4;APAC:9.6;EM:5.0;Other:1.3 | Value:-0.7;Growth:-0.1;Quality:-0.4;Size:+0.8;Momentum:0.0;LowVol:+0.5 | MaxPos8%;NoDerivatives;NoMargin | 5 | 25 | 5 | trailing 8% | 111 | 13.7 | Bull | 17.8 | 3.98 | 3.1 | 104 | 106 | 91 | 41 | true | Reduce | Cut high-beta by 2-3%, add cash | -3 | -26 | BrokerD | MKT | 89 | VAR>budget | Pause | Risk above budget threshold | 91 | 14 | 191 | 5 | false | Tax-aware sells next window |
P8304 | Hands-off | Roth | USD | 2025-03-07 | 160,817 | 10,620 | 150,197 | 1 | 65.3 | 25.3 | 0 | 9.4 | HYG:20.4%;VOO:15.2%;GLD:14.2%;MSFT:20.7%;BND:13.4%;TSLA:16.1% | US:76.0;EU:6.7;APAC:6.5;EM:4.8;Other:6.0 | Value:+0.5;Growth:-0.8;Quality:-0.9;Size:-0.5;Momentum:+0.7;LowVol:-0.9 | NoDerivatives | 7 | 35 | 5.1 | trailing 10% | 119 | 16.4 | Volatile | 28.1 | 4.68 | 3.2 | 130 | -20 | 30 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 9 | -7 | BrokerA | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -33 | -8 | 0 | 3 | false | Monitor dispersion and breadth |
P8305 | Hands-off | IRA | USD | 2024-10-26 | 801,001 | 64,393 | 736,608 | 1 | 60.8 | 29.6 | 0 | 9.5 | AAPL:19.1%;VTI:21.3%;BRK.B:21.3%;MSFT:17.0%;AMZN:21.3% | US:70.3;EU:7.8;APAC:11.9;EM:5.1;Other:4.9 | Value:+0.4;Growth:-0.4;Quality:-0.2;Size:-0.9;Momentum:+0.9;LowVol:-0.3 | ESGOnly | 8 | 30 | 3.9 | trailing 8% | 93 | 14.8 | Bull | 11.1 | 3.96 | 2.2 | 83 | 109 | 100 | 44 | true | Reduce | Cut high-beta by 2-3%, add cash | 8 | -2 | BrokerD | VWAP | 93 | VAR>budget | TightenStops | Risk above budget threshold | 52 | 15 | 158 | 2 | false | Monitor dispersion and breadth |
P8306 | Opportunistic | Taxable | USD | 2025-06-14 | 1,611,766 | 76,532 | 1,535,234 | 1 | 72.6 | 19.7 | 0 | 7.7 | QQQ:33.3%;MSFT:33.3%;XLF:33.3% | US:58.2;EU:20.5;APAC:9.9;EM:8.1;Other:3.3 | Value:+0.9;Growth:-0.6;Quality:-1.0;Size:+0.7;Momentum:+0.4;LowVol:-0.1 | null | 5 | 30 | 4.4 | trailing 7% | 255 | 30.1 | Bull | 12.5 | 4.21 | 2.8 | 114 | 86 | 100 | 44 | true | Hedge | Buy index puts 1% notional | 22 | 1 | BrokerC | MKT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 81 | -43 | 140 | 2 | false | Within IPS guidelines |
P8307 | Systematic | 401k | USD | 2025-02-19 | 1,082,378 | 96,615 | 985,763 | 1 | 56.6 | 25.2 | 9.4 | 8.8 | MUB:18.7%;HYG:10.3%;XLF:23.7%;BRK.B:23.7%;VNQ:23.7% | US:65.5;EU:15.5;APAC:7.7;EM:11.0;Other:0.3 | Value:+0.7;Growth:-0.6;Quality:+0.1;Size:-0.2;Momentum:-0.2;LowVol:+0.3 | null | 6 | 35 | 5.8 | hard 12% | 175 | 26.3 | Bull | 12.9 | 4.94 | 2.6 | 102 | 67 | 86 | 46 | false | Rebalance | Shift +1% to bonds from equity | -9 | 12 | BrokerC | LMT | 100 | null | null | Normal monitoring | 68 | 18 | 28 | 5 | false | Tighten stops on momentum names |
P8308 | Cautious | Taxable | USD | 2025-05-30 | 731,735 | 89,708 | 642,027 | 1 | 37.7 | 44.2 | 1.4 | 16.7 | QQQ:8.9%;VOO:21.4%;TSLA:14.9%;AAPL:20.2%;HYG:21.4%;MSFT:13.2% | US:72.5;EU:7.8;APAC:7.1;EM:8.2;Other:4.4 | Value:-0.2;Growth:+0.5;Quality:-0.9;Size:+0.7;Momentum:+0.7;LowVol:-0.7 | MaxPos5%;NoDerivatives;NoMargin | 7 | 25 | 3.7 | trailing 8% | 160 | 15 | Volatile | 22.8 | 4.2 | 2.6 | 124 | 9 | 69 | 54 | false | Buy | Add to core equity +1% | 3 | -5 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 104 | -15 | 101 | 4 | false | Tax-aware sells next window |
P8309 | Opportunistic | 401k | USD | 2024-11-14 | 1,306,386 | 105,028 | 1,201,358 | 1.21 | 69.6 | 14.9 | 10.9 | 4.6 | IEF:27.6%;AMZN:27.6%;TSLA:20.6%;MUB:24.2% | US:69.5;EU:18.8;APAC:6.6;EM:4.9;Other:0.2 | Value:+0.5;Growth:-0.3;Quality:-0.2;Size:-0.3;Momentum:-0.4;LowVol:+0.1 | null | 8 | 35 | 5.5 | trailing 7% | 209 | 26.9 | Sideways | 16.3 | 3.92 | 2.9 | 105 | 51 | 70 | 55 | false | Rebalance | Shift +1% to bonds from equity | 11 | -28 | BrokerB | MKT | 97 | null | null | Normal monitoring | -54 | 16 | 86 | 3 | false | Within IPS guidelines |
P8310 | Active | 401k | USD | 2024-12-24 | 1,875,702 | 142,007 | 1,733,695 | 1 | 57.5 | 27.9 | 5.4 | 9.1 | VOO:34.0%;HYG:31.9%;GLD:34.0% | US:54.6;EU:19.7;APAC:13.3;EM:7.0;Other:5.3 | Value:-0.3;Growth:-1.0;Quality:-0.3;Size:+0.4;Momentum:+0.4;LowVol:-0.9 | MaxPos8% | 8 | 30 | 5.7 | hard 12% | 220 | 22.9 | Bull | 16.7 | 4.88 | 2.5 | 108 | 53 | 77 | 56 | true | Hedge | Buy index puts 1% notional | 20 | -21 | BrokerC | MKT | 92 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 114 | -35 | 82 | 3 | false | Increase defensive factor exposure |
P8311 | Opportunistic | 401k | USD | 2024-07-29 | 810,038 | 49,105 | 760,933 | 1.07 | 75.6 | 10.1 | 6.4 | 7.9 | MUB:18.7%;BND:23.3%;HYG:11.4%;MSFT:23.3%;QQQ:23.3% | US:63.4;EU:18.7;APAC:6.2;EM:10.6;Other:1.1 | Value:-0.5;Growth:+0.4;Quality:-0.7;Size:-0.8;Momentum:+0.9;LowVol:-0.9 | MaxPos5% | 6 | 35 | 6.7 | trailing 9% | 196 | 26.8 | Bull | 12 | 3.6 | 2 | 97 | 3 | 48 | 50 | false | NoAction | Within bands; monitor | 10 | -7 | BrokerD | MKT | 0 | null | null | Normal monitoring | 16 | 7 | -19 | 4 | false | Increase defensive factor exposure |
P8312 | Systematic | Roth | USD | 2025-11-25 | 1,544,901 | 85,641 | 1,459,260 | 1 | 59.3 | 21.7 | 9 | 10 | BRK.B:20.3%;IEF:8.1%;TSLA:19.3%;BND:15.8%;VOO:19.1%;VNQ:17.4% | US:56.1;EU:18.1;APAC:12.0;EM:8.7;Other:5.1 | Value:+0.8;Growth:+0.3;Quality:+0.1;Size:+0.7;Momentum:+0.2;LowVol:-0.2 | MaxPos6% | 10 | 30 | 5.6 | hard 12% | 222 | 24.9 | Volatile | 30.1 | 4.37 | 2.5 | 133 | -8 | 36 | 85 | true | Hedge | Buy index puts 1% notional | 6 | -9 | BrokerC | LMT | 97 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 13 | -49 | 113 | 3 | true | Tax-aware sells next window |
P8313 | Cautious | Roth | USD | 2025-02-20 | 546,523 | 50,579 | 495,944 | 1 | 39.4 | 41.5 | 9.2 | 10 | TLT:33.3%;TSLA:33.3%;IEF:33.3% | US:77.2;EU:7.3;APAC:9.1;EM:6.1;Other:0.3 | Value:-0.5;Growth:-0.2;Quality:+0.6;Size:-0.3;Momentum:-0.4;LowVol:-0.7 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 6 | trailing 8% | 165 | 19 | Sideways | 14.6 | 3.51 | 2.6 | 98 | 55 | 72 | 22 | true | Hedge | Buy index puts 1% notional | 32 | -28 | BrokerB | MKT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -27 | -36 | 40 | 2 | true | Within IPS guidelines |
P8314 | Active | IRA | USD | 2024-09-01 | 2,158,898 | 239,711 | 1,919,187 | 1.14 | 57.5 | 18.4 | 15.2 | 8.9 | TSLA:16.1%;VOO:28.0%;MSFT:28.0%;BND:28.0% | US:65.1;EU:20.4;APAC:7.0;EM:7.2;Other:0.3 | Value:-0.1;Growth:-0.4;Quality:+0.4;Size:+0.2;Momentum:0.0;LowVol:-0.7 | null | 5 | 35 | 5.4 | trailing 8% | 166 | 17.5 | Bear | 31.9 | 4.32 | 2.1 | 131 | -87 | 7 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -18 | BrokerD | LMT | 88 | VAR>budget | Reduce | Risk above budget threshold | 70 | -31 | 44 | 4 | false | Tax-aware sells next window |
P8315 | Hands-off | 401k | USD | 2024-09-30 | 346,082 | 25,649 | 320,433 | 1 | 56.7 | 15.9 | 21.5 | 5.9 | MUB:33.3%;VOO:33.3%;HYG:33.3% | US:68.0;EU:16.6;APAC:5.8;EM:4.8;Other:4.8 | Value:+0.9;Growth:-0.4;Quality:-0.6;Size:+0.9;Momentum:+0.2;LowVol:-1.0 | MaxPos7%;NoDerivatives | 5 | 35 | 5.6 | trailing 10% | 110 | 19.6 | Bull | 12.9 | 3.52 | 2.6 | 84 | 70 | 72 | 33 | false | Rebalance | Shift +1% to bonds from equity | -15 | -8 | BrokerC | LMT | 88 | null | null | Normal monitoring | 30 | 11 | 11 | 4 | false | Monitor dispersion and breadth |
P8316 | Cautious | Trust | USD | 2025-11-30 | 312,824 | 42,127 | 270,697 | 1 | 51.2 | 37.8 | 0 | 11 | TSLA:12.6%;VTI:29.1%;MUB:29.1%;GLD:29.1% | US:63.8;EU:15.6;APAC:6.4;EM:10.2;Other:4.0 | Value:+0.5;Growth:+0.3;Quality:-0.8;Size:+0.4;Momentum:+0.1;LowVol:-0.5 | NoMargin | 7 | 25 | 5.1 | trailing 10% | 94 | 14.7 | Volatile | 21.7 | 3.68 | 2.5 | 160 | -28 | 35 | 44 | true | Rebalance | Rebalance back to target bands | -11 | -27 | BrokerA | MKT | 95 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 13 | -58 | 141 | 5 | false | Tax-aware sells next window |
P8317 | Hands-off | Taxable | USD | 2024-10-10 | 469,500 | 19,513 | 449,987 | 1 | 69.4 | 23.5 | 0 | 7.1 | XLF:25.3%;BND:13.3%;QQQ:25.3%;TLT:11.0%;BRK.B:25.3% | US:70.0;EU:9.5;APAC:5.7;EM:10.6;Other:4.2 | Value:+0.9;Growth:-0.7;Quality:+0.5;Size:-0.6;Momentum:+0.7;LowVol:+0.6 | ESGOnly;NoDerivatives | 6 | 25 | 4.9 | hard 10% | 91 | 16.5 | Volatile | 20.9 | 3.93 | 2.2 | 140 | 5 | 43 | 59 | false | Sell | Trim extended winner -1% | -2 | -30 | BrokerB | MKT | 86 | null | null | Normal monitoring | 80 | -60 | 110 | 3 | false | Increase defensive factor exposure |
P8318 | Cautious | Taxable | USD | 2025-01-16 | 170,968 | 24,960 | 146,008 | 1 | 42.6 | 43.9 | 0 | 13.5 | XLF:28.2%;AAPL:27.1%;AMZN:16.5%;IEF:28.2% | US:66.0;EU:6.7;APAC:17.1;EM:8.3;Other:1.8 | Value:+0.7;Growth:-0.5;Quality:+0.8;Size:-0.5;Momentum:-0.5;LowVol:+0.8 | MaxPos5%;NoMargin | 5 | 30 | 5 | hard 10% | 131 | 13.5 | Bull | 13.9 | 4.86 | 2.2 | 83 | 42 | 73 | 25 | false | Rebalance | Shift +1% to bonds from equity | 33 | 6 | BrokerD | VWAP | 93 | null | null | Normal monitoring | 42 | -9 | 101 | 3 | false | Tighten stops on momentum names |
P8319 | Active | Taxable | USD | 2024-07-26 | 1,726,692 | 119,890 | 1,606,802 | 1 | 55 | 21.5 | 17.7 | 5.9 | BND:25.9%;XLF:11.6%;HYG:10.8%;MSFT:25.9%;BRK.B:25.9% | US:75.9;EU:8.6;APAC:5.2;EM:8.9;Other:1.4 | Value:+0.4;Growth:+0.4;Quality:-1.0;Size:-0.2;Momentum:+1.0;LowVol:-0.5 | null | 6 | 25 | 5.9 | trailing 9% | 122 | 16.8 | Bull | 16.8 | 3.54 | 3.2 | 71 | 93 | 87 | 49 | false | NoAction | Within bands; monitor | -15 | 3 | BrokerD | MKT | 0 | null | null | Normal monitoring | 48 | -30 | 126 | 4 | false | Within IPS guidelines |
P8320 | Hands-off | Trust | USD | 2025-01-13 | 630,919 | 56,932 | 573,987 | 1 | 67.6 | 23 | 0 | 9.4 | TSLA:27.8%;VTI:27.8%;MUB:27.8%;BND:16.6% | US:70.4;EU:14.9;APAC:10.6;EM:3.9;Other:0.3 | Value:-0.5;Growth:-0.7;Quality:-0.4;Size:-0.8;Momentum:-0.8;LowVol:+0.4 | ESGOnly;MaxPos6%;NoDerivatives | 5 | 30 | 4.8 | hard 10% | 168 | 13.1 | Bull | 12.7 | 4.58 | 2 | 77 | 13 | 45 | 51 | true | Reduce | Cut high-beta by 2-3%, add cash | 11 | 7 | BrokerB | LMT | 89 | VAR>budget | Reduce | Risk above budget threshold | -34 | -20 | 104 | 2 | false | Increase defensive factor exposure |
P8321 | Hands-off | Trust | USD | 2025-01-08 | 601,069 | 45,601 | 555,468 | 1 | 67 | 26 | 0 | 7.1 | HYG:27.2%;IEF:27.2%;BRK.B:27.2%;AAPL:18.5% | US:64.0;EU:14.1;APAC:7.0;EM:9.5;Other:5.4 | Value:-0.3;Growth:+0.8;Quality:-0.5;Size:+0.5;Momentum:+0.8;LowVol:-0.2 | null | 5 | 35 | 3.2 | trailing 8% | 104 | 14.9 | Bear | 22.9 | 3.82 | 1.3 | 157 | -22 | 26 | 74 | true | Hedge | Buy index puts 1% notional | 13 | -26 | BrokerB | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 110 | 1 | 137 | 5 | false | Increase defensive factor exposure |
P8322 | Active | IRA | USD | 2024-11-09 | 558,276 | 51,419 | 506,857 | 1 | 67.7 | 22.1 | 1.8 | 8.4 | TLT:20.7%;MUB:22.2%;VNQ:15.0%;QQQ:8.6%;AMZN:22.2%;IEF:11.3% | US:59.4;EU:19.0;APAC:11.9;EM:8.4;Other:1.2 | Value:-0.4;Growth:-0.3;Quality:+0.2;Size:+1.0;Momentum:+0.7;LowVol:+0.9 | MaxPos6% | 8 | 25 | 5.3 | hard 12% | 129 | 16 | Bull | 16.7 | 4.5 | 3.3 | 119 | 107 | 100 | 49 | false | Rebalance | Shift +1% to bonds from equity | 7 | 7 | BrokerB | LMT | 100 | null | null | Normal monitoring | 33 | -14 | 49 | 3 | false | Monitor dispersion and breadth |
P8323 | Systematic | Roth | USD | 2025-11-01 | 827,312 | 45,006 | 782,306 | 1 | 59.2 | 28.3 | 4.4 | 8.1 | IEF:33.3%;AMZN:33.3%;BRK.B:33.3% | US:59.9;EU:16.9;APAC:9.1;EM:8.8;Other:5.2 | Value:-0.3;Growth:+0.3;Quality:0.0;Size:+0.1;Momentum:+0.7;LowVol:+1.0 | null | 5 | 30 | 5.8 | trailing 8% | 126 | 26.1 | Volatile | 31.1 | 5.2 | 2.2 | 120 | 15 | 54 | 70 | false | Rebalance | Shift +1% to bonds from equity | 12 | 6 | BrokerB | MKT | 85 | null | null | Normal monitoring | 48 | -40 | 78 | 4 | false | Monitor dispersion and breadth |
P8324 | Cautious | 401k | USD | 2025-06-17 | 248,440 | 33,899 | 214,541 | 1 | 41.4 | 32.1 | 14.4 | 12.1 | BRK.B:34.4%;TLT:29.9%;BND:35.7% | US:73.6;EU:6.8;APAC:8.1;EM:8.4;Other:3.1 | Value:-0.7;Growth:+0.1;Quality:+0.2;Size:-0.3;Momentum:+0.1;LowVol:-0.8 | NoMargin | 6 | 25 | 3.4 | trailing 8% | 156 | 17.7 | Sideways | 14.9 | 4 | 3.1 | 90 | 14 | 58 | 27 | false | Rebalance | Shift +1% to bonds from equity | 28 | -4 | BrokerC | MKT | 88 | null | null | Normal monitoring | -33 | -8 | 17 | 4 | false | Tighten stops on momentum names |
P8325 | Hands-off | Roth | USD | 2025-06-19 | 520,360 | 49,167 | 471,193 | 1 | 58.8 | 29.8 | 5.5 | 5.9 | GLD:25.6%;AAPL:25.6%;VTI:12.5%;XLF:25.6%;BND:10.8% | US:70.0;EU:12.8;APAC:7.2;EM:7.6;Other:2.4 | Value:+0.6;Growth:+0.3;Quality:+0.4;Size:+0.3;Momentum:-0.5;LowVol:-0.2 | ESGOnly | 7 | 25 | 4.1 | trailing 8% | 131 | 13.7 | Volatile | 30.7 | 4.27 | 2 | 145 | 47 | 59 | 68 | false | Rebalance | Shift +1% to bonds from equity | 17 | -8 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 39 | 7 | 59 | 5 | false | Monitor dispersion and breadth |
P8326 | Hands-off | Trust | USD | 2025-04-13 | 736,386 | 54,545 | 681,841 | 1 | 58.9 | 21.2 | 12.1 | 7.8 | MUB:36.8%;BRK.B:36.8%;VOO:26.5% | US:69.2;EU:12.2;APAC:11.1;EM:5.9;Other:1.6 | Value:+0.1;Growth:+0.5;Quality:-0.4;Size:-0.5;Momentum:+0.3;LowVol:-0.1 | ESGOnly;NoDerivatives | 7 | 30 | 3.9 | trailing 10% | 122 | 17.4 | Bull | 13.2 | 3.96 | 2.6 | 117 | 51 | 87 | 36 | false | Rebalance | Shift +1% to bonds from equity | 2 | -11 | BrokerD | LMT | 91 | null | null | Normal monitoring | -47 | -20 | 7 | 3 | false | Monitor dispersion and breadth |
P8327 | Active | Taxable | USD | 2025-06-30 | 1,962,592 | 201,094 | 1,761,498 | 1 | 59 | 18.7 | 17.2 | 5 | AAPL:12.6%;AMZN:21.5%;BRK.B:8.9%;VNQ:19.3%;GLD:16.2%;HYG:21.5% | US:69.8;EU:11.0;APAC:9.7;EM:5.9;Other:3.6 | Value:+0.2;Growth:-0.5;Quality:-0.4;Size:-1.0;Momentum:-0.7;LowVol:0.0 | null | 8 | 30 | 5.4 | trailing 8% | 177 | 22.1 | Bull | 11.4 | 4.77 | 3.4 | 119 | 57 | 93 | 45 | false | Buy | Add to core equity +1% | 12 | 13 | BrokerB | VWAP | 89 | null | null | Normal monitoring | -39 | -31 | 12 | 3 | false | Within IPS guidelines |
P8328 | Active | Roth | USD | 2025-12-15 | 1,562,335 | 110,344 | 1,451,991 | 1 | 61.2 | 23.2 | 8.6 | 7 | MSFT:24.8%;HYG:12.9%;AMZN:24.8%;XLF:12.7%;VTI:24.8% | US:59.6;EU:13.8;APAC:12.0;EM:12.8;Other:1.8 | Value:+0.9;Growth:-0.6;Quality:+0.5;Size:-0.8;Momentum:+0.8;LowVol:+0.9 | NoDerivatives | 8 | 30 | 4.1 | trailing 8% | 166 | 22.6 | Volatile | 25.3 | 3.92 | 4.1 | 117 | 46 | 68 | 60 | false | Rebalance | Shift +1% to bonds from equity | 9 | -21 | BrokerA | LMT | 100 | null | null | Normal monitoring | 118 | -15 | 120 | 4 | false | Monitor dispersion and breadth |
P8329 | Hands-off | 401k | USD | 2025-02-28 | 308,660 | 14,868 | 293,792 | 1 | 68.4 | 23.2 | 0 | 8.3 | VTI:27.6%;TSLA:25.2%;TLT:27.6%;AAPL:19.5% | US:66.0;EU:12.6;APAC:8.7;EM:11.1;Other:1.6 | Value:+0.7;Growth:-0.1;Quality:-0.0;Size:-0.8;Momentum:-0.3;LowVol:-0.4 | ESGOnly;MaxPos8%;NoDerivatives | 5 | 30 | 4.2 | trailing 8% | 159 | 19.1 | Volatile | 20.8 | 5.47 | 2.3 | 165 | -32 | 29 | 53 | false | Buy | Add to core equity +1% | 34 | 3 | BrokerC | LMT | 88 | null | null | Normal monitoring | 45 | -15 | 120 | 5 | false | Increase defensive factor exposure |
P8330 | Active | Roth | USD | 2025-03-28 | 2,246,991 | 252,209 | 1,994,782 | 1.13 | 50.8 | 27.8 | 16.4 | 5 | BND:12.0%;MUB:20.6%;BRK.B:25.5%;MSFT:16.4%;VTI:25.5% | US:64.9;EU:15.5;APAC:7.8;EM:8.0;Other:3.7 | Value:-0.2;Growth:-0.4;Quality:-0.9;Size:+1.0;Momentum:+0.9;LowVol:-1.0 | MaxPos8% | 8 | 25 | 6 | hard 12% | 128 | 22 | Sideways | 18 | 3.51 | 2.5 | 125 | 16 | 60 | 36 | false | Buy | Add to core equity +1% | 24 | -31 | BrokerA | MKT | 89 | null | null | Normal monitoring | -29 | 15 | -53 | 3 | false | Within IPS guidelines |
P8331 | Active | Roth | USD | 2024-11-16 | 2,242,800 | 186,582 | 2,056,218 | 1.2 | 63.1 | 20.3 | 9.8 | 6.8 | TSLA:28.9%;HYG:13.2%;VTI:28.9%;MUB:28.9% | US:64.2;EU:20.7;APAC:10.5;EM:4.6;Other:0.1 | Value:+0.2;Growth:-0.5;Quality:-0.2;Size:-0.1;Momentum:+0.8;LowVol:-0.6 | MaxPos5% | 10 | 30 | 5.4 | trailing 9% | 133 | 25.4 | Volatile | 28.9 | 4.5 | 3.2 | 159 | -2 | 51 | 75 | true | Hedge | Buy index puts 1% notional | 16 | -16 | BrokerA | VWAP | 91 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 70 | 19 | 109 | 4 | false | Tighten stops on momentum names |
P8332 | Cautious | Taxable | USD | 2025-06-24 | 420,686 | 66,463 | 354,223 | 1 | 41.9 | 34.1 | 9.7 | 14.3 | GLD:17.2%;HYG:22.1%;AMZN:18.4%;VNQ:20.2%;AAPL:22.1% | US:58.4;EU:19.9;APAC:13.5;EM:4.3;Other:3.9 | Value:+0.6;Growth:+0.7;Quality:-0.8;Size:-0.2;Momentum:+0.7;LowVol:-0.9 | MaxPos7%;NoMargin | 6 | 35 | 5.8 | trailing 8% | 104 | 16.7 | Sideways | 20.1 | 3.77 | 3.3 | 117 | 22 | 65 | 46 | false | Sell | Trim extended winner -1% | 17 | -40 | BrokerC | LMT | 89 | null | null | Normal monitoring | 114 | -49 | 232 | 5 | false | Tighten stops on momentum names |
P8333 | Systematic | Trust | USD | 2025-10-27 | 1,680,473 | 90,321 | 1,590,152 | 1 | 64.8 | 27.2 | 0 | 8 | TSLA:33.3%;XLF:33.3%;MSFT:33.3% | US:59.2;EU:16.7;APAC:11.9;EM:11.7;Other:0.6 | Value:-1.0;Growth:+0.6;Quality:+0.6;Size:0.0;Momentum:+0.9;LowVol:-0.5 | null | 8 | 30 | 4.4 | trailing 9% | 197 | 21.8 | Bull | 17.3 | 4.67 | 3.3 | 118 | 57 | 72 | 59 | false | Sell | Trim extended winner -1% | -2 | 10 | BrokerB | VWAP | 87 | null | null | Normal monitoring | 6 | -59 | 16 | 5 | false | Increase defensive factor exposure |
P8334 | Systematic | IRA | USD | 2024-10-20 | 1,523,700 | 134,070 | 1,389,630 | 1 | 67.5 | 21.5 | 4.2 | 6.8 | BRK.B:21.0%;MSFT:13.9%;VOO:24.0%;TLT:24.0%;GLD:17.2% | US:59.6;EU:15.4;APAC:12.1;EM:10.2;Other:2.6 | Value:-0.8;Growth:+0.4;Quality:-0.4;Size:-0.4;Momentum:+0.9;LowVol:-0.1 | MaxPos7%;NoDerivatives | 10 | 25 | 4.5 | trailing 8% | 228 | 22.8 | Volatile | 20.9 | 5.41 | 4.2 | 112 | 21 | 56 | 55 | false | Sell | Trim extended winner -1% | 2 | -30 | BrokerC | LMT | 98 | null | null | Normal monitoring | 43 | -19 | 36 | 5 | false | Monitor dispersion and breadth |
P8335 | Opportunistic | Taxable | USD | 2025-04-22 | 1,355,351 | 99,144 | 1,256,207 | 1 | 60.3 | 19.1 | 14.3 | 6.3 | AMZN:10.9%;MSFT:20.7%;VOO:8.1%;AAPL:20.3%;QQQ:20.7%;BRK.B:19.4% | US:61.0;EU:17.8;APAC:7.1;EM:9.8;Other:4.3 | Value:+0.5;Growth:+0.4;Quality:+0.8;Size:-0.8;Momentum:+0.7;LowVol:+0.4 | MaxPos5% | 6 | 25 | 5.9 | trailing 9% | 217 | 30.7 | Bull | 15.6 | 4.97 | 2.7 | 81 | 42 | 76 | 41 | false | Rebalance | Shift +1% to bonds from equity | -11 | -12 | BrokerB | MKT | 92 | null | null | Normal monitoring | 12 | -11 | 70 | 5 | false | Monitor dispersion and breadth |
P8336 | Opportunistic | IRA | USD | 2025-12-21 | 1,653,672 | 96,671 | 1,557,001 | 1 | 65.8 | 14.6 | 12.1 | 7.6 | BRK.B:33.3%;VNQ:33.3%;AAPL:33.3% | US:69.6;EU:10.0;APAC:12.3;EM:3.8;Other:4.3 | Value:+0.3;Growth:-0.1;Quality:+0.2;Size:+0.9;Momentum:0.0;LowVol:-0.1 | MaxPos5% | 7 | 30 | 6.3 | hard 12% | 184 | 31.6 | Bull | 13.3 | 4.41 | 2.1 | 95 | 79 | 100 | 50 | false | Rebalance | Shift +1% to bonds from equity | -11 | -4 | BrokerC | LMT | 96 | null | null | Normal monitoring | -27 | 17 | 29 | 5 | false | Tax-aware sells next window |
P8337 | Active | 401k | USD | 2024-10-28 | 807,513 | 75,507 | 732,006 | 1 | 69.2 | 19.5 | 5.3 | 6 | GLD:12.0%;TLT:11.8%;HYG:15.7%;IEF:20.7%;XLF:19.1%;AAPL:20.7% | US:61.5;EU:21.2;APAC:10.1;EM:3.3;Other:4.0 | Value:+0.7;Growth:-0.1;Quality:+0.8;Size:-0.9;Momentum:-0.8;LowVol:+0.7 | null | 10 | 30 | 4.2 | trailing 8% | 199 | 16.8 | Bull | 11.3 | 3.72 | 2.5 | 106 | 106 | 96 | 51 | true | Reduce | Cut high-beta by 2-3%, add cash | 8 | -3 | BrokerB | VWAP | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 80 | -51 | 128 | 2 | false | Tighten stops on momentum names |
P8338 | Systematic | Roth | USD | 2025-03-08 | 1,777,644 | 93,741 | 1,683,903 | 1 | 69 | 25.4 | 0 | 5.7 | BRK.B:26.2%;AAPL:25.9%;BND:21.7%;XLF:26.2% | US:74.5;EU:11.7;APAC:6.3;EM:6.2;Other:1.2 | Value:+0.4;Growth:-0.6;Quality:+0.2;Size:+0.9;Momentum:-0.8;LowVol:+0.6 | MaxPos8% | 8 | 30 | 4.1 | trailing 9% | 191 | 19.6 | Volatile | 21.3 | 4.65 | 3.8 | 150 | 80 | 100 | 54 | false | Rebalance | Shift +1% to bonds from equity | 16 | -30 | BrokerA | LMT | 92 | null | null | Normal monitoring | -17 | -54 | -21 | 3 | false | Tighten stops on momentum names |
P8339 | Hands-off | Trust | USD | 2025-03-28 | 579,474 | 56,008 | 523,466 | 1 | 66.9 | 17.8 | 7.2 | 8.1 | AAPL:16.7%;TLT:14.6%;VTI:21.8%;BND:21.8%;HYG:17.4%;GLD:7.6% | US:72.0;EU:10.6;APAC:10.4;EM:2.9;Other:4.2 | Value:+0.5;Growth:+0.7;Quality:-0.9;Size:-0.8;Momentum:-0.2;LowVol:+0.7 | ESGOnly | 8 | 30 | 3.9 | trailing 8% | 125 | 15.4 | Sideways | 20.1 | 4.27 | 3 | 134 | 40 | 60 | 51 | false | Rebalance | Shift +1% to bonds from equity | 34 | -8 | BrokerD | MKT | 99 | null | null | Normal monitoring | 88 | -35 | 163 | 5 | false | Tax-aware sells next window |
P8340 | Active | Taxable | USD | 2024-10-19 | 1,443,565 | 90,800 | 1,352,765 | 1.1 | 67 | 20.5 | 3.8 | 8.7 | QQQ:22.1%;MUB:22.1%;VOO:16.2%;TSLA:20.5%;BND:19.0% | US:67.8;EU:13.1;APAC:5.0;EM:10.4;Other:3.6 | Value:0.0;Growth:-0.5;Quality:-0.8;Size:+1.0;Momentum:-0.6;LowVol:+0.8 | MaxPos7%;NoDerivatives | 5 | 25 | 4.7 | trailing 9% | 140 | 20.9 | Sideways | 19.6 | 4.26 | 2.1 | 120 | 34 | 56 | 69 | false | Buy | Add to core equity +1% | 33 | 0 | BrokerB | MKT | 85 | null | null | Normal monitoring | 115 | -39 | 204 | 3 | false | Within IPS guidelines |
P8341 | Opportunistic | 401k | USD | 2025-11-16 | 450,713 | 31,155 | 419,558 | 1 | 65.9 | 13.8 | 14 | 6.3 | VNQ:25.5%;TSLA:25.5%;XLF:25.5%;AMZN:23.4% | US:61.1;EU:17.4;APAC:13.2;EM:6.3;Other:2.1 | Value:-0.1;Growth:-0.1;Quality:-0.3;Size:+0.4;Momentum:-0.9;LowVol:-0.6 | MaxPos7% | 8 | 25 | 6.1 | trailing 9% | 258 | 25.8 | Bear | 24.8 | 3.06 | 1.2 | 142 | 2 | 62 | 62 | false | Buy | Add to core equity +1% | 21 | -14 | BrokerA | LMT | 89 | null | null | Normal monitoring | -49 | -28 | 30 | 5 | false | Tighten stops on momentum names |
P8342 | Hands-off | Trust | USD | 2025-06-26 | 230,291 | 13,796 | 216,495 | 1 | 62.7 | 23.6 | 7 | 6.8 | IEF:19.6%;MSFT:19.3%;TSLA:12.6%;QQQ:8.1%;AAPL:20.4%;TLT:20.1% | US:67.8;EU:19.2;APAC:6.8;EM:4.6;Other:1.6 | Value:-0.6;Growth:-0.8;Quality:-0.9;Size:-0.4;Momentum:-0.7;LowVol:-0.8 | ESGOnly;MaxPos8% | 6 | 25 | 5.5 | trailing 8% | 135 | 18.3 | Bear | 26.2 | 4.04 | 1.9 | 198 | 19 | 50 | 60 | false | Buy | Add to core equity +1% | 0 | 0 | BrokerC | VWAP | 97 | null | null | Normal monitoring | -42 | -17 | 54 | 3 | false | Within IPS guidelines |
P8343 | Cautious | Roth | USD | 2025-03-02 | 690,050 | 104,958 | 585,092 | 1 | 45.3 | 38 | 0 | 16.7 | AMZN:29.4%;MSFT:35.3%;HYG:35.3% | US:62.8;EU:17.5;APAC:10.6;EM:4.0;Other:5.1 | Value:-0.5;Growth:+0.2;Quality:-0.3;Size:-0.7;Momentum:+0.5;LowVol:+0.7 | MaxPos6%;NoMargin | 8 | 30 | 5.9 | trailing 10% | 146 | 13.3 | Sideways | 17.1 | 4.54 | 3.2 | 131 | 60 | 75 | 46 | true | Hedge | Buy index puts 1% notional | 1 | 2 | BrokerB | MKT | 91 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -5 | -39 | 87 | 5 | false | Within IPS guidelines |
P8344 | Hands-off | Trust | USD | 2024-11-28 | 406,187 | 33,320 | 372,867 | 1 | 66.2 | 26.7 | 0 | 7 | MUB:21.5%;GLD:12.1%;QQQ:15.6%;BRK.B:25.4%;VTI:25.4% | US:61.2;EU:18.9;APAC:8.3;EM:11.6;Other:0.0 | Value:+1.0;Growth:-0.0;Quality:-0.7;Size:+0.9;Momentum:+0.3;LowVol:+0.7 | MaxPos8% | 10 | 35 | 3.1 | trailing 8% | 165 | 14 | Volatile | 27 | 4.96 | 3.3 | 110 | -29 | 28 | 75 | true | Hedge | Buy index puts 1% notional | -10 | 9 | BrokerC | LMT | 97 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -4 | 2 | 28 | 4 | false | Tax-aware sells next window |
P8345 | Cautious | 401k | USD | 2025-09-24 | 329,490 | 45,817 | 283,673 | 1 | 39.4 | 36 | 7 | 17.6 | IEF:28.4%;AMZN:28.4%;MUB:14.9%;TSLA:28.4% | US:67.8;EU:8.5;APAC:11.0;EM:12.5;Other:0.2 | Value:+0.3;Growth:+0.1;Quality:-0.3;Size:+0.1;Momentum:-0.3;LowVol:-0.8 | ESGOnly;MaxPos7%;NoMargin | 10 | 25 | 5.7 | trailing 8% | 135 | 19.4 | Bear | 30.3 | 3.75 | 1.1 | 168 | -67 | 31 | 62 | false | Sell | Trim extended winner -1% | -2 | -21 | BrokerB | LMT | 97 | null | null | Normal monitoring | -40 | -19 | 41 | 5 | false | Increase defensive factor exposure |
P8346 | Cautious | 401k | USD | 2025-09-17 | 787,770 | 121,749 | 666,021 | 1 | 37.5 | 33.4 | 13.4 | 15.7 | TLT:33.3%;TSLA:33.3%;AMZN:33.3% | US:77.1;EU:7.2;APAC:8.1;EM:5.7;Other:1.9 | Value:-0.6;Growth:-0.2;Quality:0.0;Size:+0.6;Momentum:+0.7;LowVol:-0.4 | ESGOnly;NoMargin | 10 | 35 | 5.9 | trailing 8% | 150 | 15.2 | Sideways | 20.2 | 4.3 | 2.5 | 115 | 49 | 83 | 48 | false | NoAction | Within bands; monitor | 24 | -13 | BrokerB | MKT | 0 | null | null | Normal monitoring | 32 | 1 | 151 | 5 | false | Increase defensive factor exposure |
P8347 | Active | Roth | USD | 2024-12-27 | 803,713 | 83,983 | 719,730 | 1 | 65.2 | 29.7 | 0 | 5.1 | MSFT:25.0%;XLF:25.0%;MUB:25.0%;HYG:25.0% | US:76.7;EU:12.1;APAC:7.0;EM:4.2;Other:0.0 | Value:+0.4;Growth:+0.5;Quality:+0.1;Size:-0.0;Momentum:-0.7;LowVol:-1.0 | null | 8 | 25 | 5.1 | trailing 9% | 165 | 16.8 | Volatile | 21.9 | 4.48 | 2.1 | 115 | 51 | 63 | 62 | true | Rebalance | Rebalance back to target bands | -15 | -8 | BrokerB | LMT | 95 | RegimeShift | Pause | Volatility spike and breadth deterioration | 26 | -58 | 163 | 5 | false | Tax-aware sells next window |
P8348 | Active | Roth | USD | 2025-03-17 | 1,621,938 | 139,894 | 1,482,044 | 1 | 65.3 | 28.3 | 0 | 6.4 | TSLA:33.3%;TLT:33.3%;VOO:33.3% | US:72.7;EU:13.0;APAC:9.6;EM:3.3;Other:1.4 | Value:-0.5;Growth:-0.2;Quality:-0.2;Size:+0.3;Momentum:-0.4;LowVol:+0.5 | MaxPos5% | 7 | 30 | 5.3 | trailing 8% | 203 | 22 | Bull | 16 | 4.25 | 2.7 | 80 | 33 | 61 | 50 | false | Buy | Add to core equity +1% | 4 | -28 | BrokerB | MKT | 96 | null | null | Normal monitoring | -18 | -12 | 87 | 4 | false | Within IPS guidelines |
P8349 | Hands-off | IRA | USD | 2024-10-15 | 314,507 | 26,089 | 288,418 | 1 | 61.4 | 25.6 | 5.1 | 7.9 | XLF:9.0%;GLD:22.1%;TLT:21.8%;BRK.B:14.6%;MSFT:16.8%;VNQ:15.8% | US:68.2;EU:11.5;APAC:9.3;EM:6.5;Other:4.4 | Value:-0.6;Growth:-0.2;Quality:+0.2;Size:-0.6;Momentum:-0.5;LowVol:-0.0 | ESGOnly | 6 | 30 | 3.2 | trailing 8% | 145 | 12.9 | Sideways | 17.5 | 4.8 | 2.3 | 115 | -8 | 58 | 52 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -1 | BrokerD | VWAP | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 103 | -43 | 170 | 3 | false | Within IPS guidelines |
P8350 | Hands-off | IRA | USD | 2025-09-01 | 216,924 | 12,677 | 204,247 | 1 | 65 | 15.1 | 10.2 | 9.7 | VNQ:30.9%;IEF:34.5%;QQQ:34.5% | US:63.7;EU:13.5;APAC:10.3;EM:10.2;Other:2.3 | Value:-0.4;Growth:-0.3;Quality:-0.3;Size:-0.4;Momentum:-0.3;LowVol:-0.5 | MaxPos5% | 7 | 30 | 4.6 | trailing 8% | 166 | 16.2 | Sideways | 19.5 | 3.55 | 2.1 | 99 | 58 | 86 | 65 | false | Hedge | Add TLT +1% as duration hedge | 25 | -34 | BrokerA | VWAP | 97 | null | null | Normal monitoring | 1 | -26 | 24 | 5 | false | Tax-aware sells next window |
P8351 | Opportunistic | Taxable | USD | 2024-08-22 | 491,423 | 18,700 | 472,723 | 1 | 62.3 | 13.5 | 18.5 | 5.7 | IEF:21.2%;AMZN:21.2%;BRK.B:20.1%;AAPL:8.4%;HYG:15.5%;MSFT:13.6% | US:77.4;EU:5.4;APAC:10.1;EM:4.3;Other:2.7 | Value:+0.1;Growth:+0.8;Quality:-0.4;Size:+0.8;Momentum:-0.5;LowVol:-0.2 | MaxPos7% | 10 | 35 | 4.2 | trailing 9% | 178 | 34.4 | Bull | 14.4 | 4.2 | 3.4 | 113 | 12 | 46 | 48 | false | Buy | Add to core equity +1% | 3 | -24 | BrokerD | MKT | 97 | null | null | Normal monitoring | 57 | -26 | 143 | 3 | false | Tighten stops on momentum names |
P8352 | Hands-off | 401k | USD | 2025-06-07 | 884,973 | 69,681 | 815,292 | 1 | 70.1 | 17.8 | 4.2 | 8 | XLF:17.3%;GLD:27.6%;TLT:27.6%;IEF:27.6% | US:70.8;EU:10.2;APAC:6.8;EM:7.5;Other:4.7 | Value:-0.6;Growth:0.0;Quality:-1.0;Size:-0.5;Momentum:+0.9;LowVol:-0.3 | ESGOnly;NoDerivatives | 10 | 25 | 5.9 | trailing 8% | 120 | 18.9 | Bull | 15.3 | 4.43 | 2.6 | 87 | 61 | 90 | 44 | false | NoAction | Within bands; monitor | 13 | -20 | BrokerB | LMT | 87 | null | null | Normal monitoring | -21 | 11 | 33 | 3 | false | Increase defensive factor exposure |
P8353 | Opportunistic | Trust | USD | 2025-06-03 | 312,907 | 24,317 | 288,590 | 1 | 65.4 | 21.5 | 6.4 | 6.7 | MSFT:28.5%;MUB:14.6%;AAPL:28.5%;AMZN:28.5% | US:63.8;EU:16.7;APAC:10.0;EM:6.8;Other:2.7 | Value:-0.5;Growth:-0.5;Quality:-0.2;Size:-0.5;Momentum:0.0;LowVol:-0.2 | null | 5 | 30 | 4.5 | trailing 9% | 248 | 30.2 | Bull | 14.3 | 3.97 | 2.3 | 110 | 83 | 81 | 54 | false | Rebalance | Shift +1% to bonds from equity | 9 | 8 | BrokerB | LMT | 96 | null | null | Normal monitoring | -55 | 4 | 75 | 4 | false | Tax-aware sells next window |
P8354 | Hands-off | 401k | USD | 2024-12-31 | 813,386 | 34,211 | 779,175 | 1 | 58.5 | 25.1 | 7.4 | 8.9 | MSFT:33.3%;VTI:33.3%;HYG:33.3% | US:64.8;EU:13.7;APAC:9.7;EM:11.6;Other:0.3 | Value:-0.7;Growth:+0.8;Quality:+0.5;Size:+0.9;Momentum:+0.1;LowVol:-0.4 | ESGOnly;MaxPos8% | 7 | 35 | 5.8 | hard 10% | 139 | 15.9 | Volatile | 23.3 | 3.77 | 4.3 | 168 | -44 | 21 | 62 | false | Rebalance | Shift +1% to bonds from equity | 29 | -11 | BrokerB | LMT | 87 | null | null | Normal monitoring | -38 | -23 | -21 | 5 | false | Tighten stops on momentum names |
P8355 | Cautious | Taxable | USD | 2025-11-24 | 795,102 | 67,132 | 727,970 | 1 | 43.2 | 36.9 | 2.6 | 17.3 | MUB:26.0%;BND:21.9%;TLT:26.0%;TSLA:26.0% | US:77.5;EU:8.5;APAC:7.2;EM:3.5;Other:3.3 | Value:-0.8;Growth:-0.1;Quality:+0.5;Size:+1.0;Momentum:+0.3;LowVol:+0.4 | ESGOnly;NoMargin | 10 | 30 | 3.4 | trailing 8% | 121 | 12.7 | Sideways | 19.6 | 3.88 | 3.3 | 133 | 36 | 70 | 53 | false | NoAction | Within bands; monitor | 4 | -21 | BrokerC | MKT | 0 | null | null | Normal monitoring | 120 | -18 | 149 | 3 | false | Tax-aware sells next window |
P8356 | Cautious | Roth | USD | 2025-06-05 | 679,048 | 73,896 | 605,152 | 1 | 37.1 | 40.4 | 7.1 | 15.4 | HYG:19.0%;BND:18.0%;QQQ:11.8%;BRK.B:12.5%;AAPL:16.9%;VOO:21.8% | US:71.1;EU:7.6;APAC:5.5;EM:11.1;Other:4.7 | Value:-0.1;Growth:+0.3;Quality:-0.9;Size:-0.8;Momentum:+0.3;LowVol:-1.0 | ESGOnly;NoMargin | 10 | 25 | 4.5 | trailing 8% | 130 | 14.9 | Bull | 15 | 3.9 | 3.4 | 92 | 120 | 100 | 30 | false | Rebalance | Shift +1% to bonds from equity | -5 | -27 | BrokerA | MKT | 91 | null | null | Normal monitoring | 24 | 14 | -1 | 3 | false | Monitor dispersion and breadth |
P8357 | Cautious | IRA | USD | 2025-01-21 | 512,893 | 56,685 | 456,208 | 1 | 38.8 | 35.8 | 12.4 | 12.9 | HYG:31.9%;AMZN:31.9%;IEF:15.8%;BND:20.5% | US:66.3;EU:15.4;APAC:10.9;EM:4.2;Other:3.3 | Value:-0.0;Growth:+0.2;Quality:-0.7;Size:-0.4;Momentum:-1.0;LowVol:+0.5 | ESGOnly;MaxPos5%;NoMargin | 8 | 35 | 3 | trailing 10% | 128 | 12 | Sideways | 16.7 | 4.3 | 2.8 | 96 | 50 | 80 | 27 | false | Buy | Add to core equity +1% | 24 | -35 | BrokerC | LMT | 99 | null | null | Normal monitoring | -59 | -25 | 66 | 3 | false | Within IPS guidelines |
P8358 | Systematic | Taxable | USD | 2025-08-09 | 790,426 | 47,908 | 742,518 | 1 | 57.2 | 24.3 | 13.1 | 5.4 | VTI:23.2%;BRK.B:23.2%;QQQ:16.6%;TSLA:16.8%;IEF:20.2% | US:60.1;EU:17.8;APAC:7.7;EM:10.0;Other:4.5 | Value:-0.7;Growth:-0.9;Quality:-0.2;Size:+0.1;Momentum:-0.4;LowVol:-0.5 | MaxPos8% | 7 | 35 | 5.4 | trailing 8% | 127 | 26.4 | Sideways | 16.2 | 3.99 | 2.4 | 129 | 38 | 59 | 47 | true | Rebalance | Rebalance back to target bands | -9 | -23 | BrokerD | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 112 | -51 | 158 | 5 | true | Tighten stops on momentum names |
P8359 | Cautious | Trust | USD | 2025-02-28 | 805,942 | 75,472 | 730,470 | 1 | 49.9 | 33.7 | 0 | 16.4 | TSLA:22.1%;TLT:26.0%;VTI:26.0%;GLD:26.0% | US:71.1;EU:12.2;APAC:5.9;EM:10.6;Other:0.1 | Value:+0.3;Growth:+0.3;Quality:+0.5;Size:+0.5;Momentum:+0.2;LowVol:-1.0 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 10 | 35 | 5.4 | hard 10% | 111 | 17.8 | Bull | 13 | 3.91 | 2.6 | 79 | 39 | 76 | 45 | false | Sell | Trim extended winner -1% | 12 | -32 | BrokerA | MKT | 100 | null | null | Normal monitoring | -1 | -39 | 26 | 3 | false | Monitor dispersion and breadth |
P8360 | Hands-off | Trust | USD | 2025-02-17 | 462,448 | 34,049 | 428,399 | 1 | 66.5 | 15.4 | 9.5 | 8.6 | AMZN:25.0%;MSFT:25.0%;AAPL:25.0%;TSLA:25.0% | US:65.6;EU:7.9;APAC:13.0;EM:8.8;Other:4.8 | Value:+0.8;Growth:+0.2;Quality:-0.9;Size:-0.3;Momentum:+0.9;LowVol:-0.1 | ESGOnly | 10 | 35 | 4.8 | hard 10% | 93 | 12.6 | Volatile | 31.7 | 3.68 | 2.3 | 161 | 57 | 83 | 92 | true | Rebalance | Rebalance back to target bands | -7 | 9 | BrokerD | MKT | 92 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -50 | 0 | 5 | 4 | false | Increase defensive factor exposure |
P8361 | Hands-off | Taxable | USD | 2024-12-06 | 890,544 | 37,020 | 853,524 | 1 | 71.9 | 20.4 | 2.7 | 5.1 | QQQ:16.8%;HYG:23.6%;MUB:23.6%;TLT:12.3%;VNQ:23.6% | US:54.3;EU:19.5;APAC:15.5;EM:5.4;Other:5.3 | Value:0.0;Growth:+1.0;Quality:-0.5;Size:+1.0;Momentum:+0.2;LowVol:+0.4 | ESGOnly;MaxPos8% | 5 | 25 | 3.9 | trailing 8% | 90 | 19.5 | Bear | 29.9 | 3.45 | 1.6 | 216 | -114 | 7 | 91 | true | Hedge | Buy index puts 1% notional | 22 | -14 | BrokerB | LMT | 89 | VAR>budget | Pause | Risk above budget threshold | -42 | 20 | -72 | 2 | true | Monitor dispersion and breadth |
P8362 | Hands-off | Trust | USD | 2025-01-20 | 246,622 | 23,285 | 223,337 | 1 | 62.8 | 24.4 | 4.8 | 8 | AMZN:23.2%;XLF:15.2%;AAPL:22.2%;HYG:23.2%;MUB:16.4% | US:70.8;EU:9.4;APAC:10.6;EM:6.3;Other:2.9 | Value:-0.1;Growth:0.0;Quality:-0.4;Size:-0.2;Momentum:+0.3;LowVol:+0.8 | null | 10 | 35 | 5.6 | trailing 8% | 157 | 12 | Volatile | 24.3 | 4 | 2.6 | 178 | 60 | 69 | 72 | true | Rebalance | Rebalance back to target bands | 26 | -10 | BrokerD | LMT | 98 | VAR>budget | Hedge | Risk above budget threshold | 99 | 18 | 207 | 3 | false | Within IPS guidelines |
P8363 | Hands-off | IRA | USD | 2025-07-19 | 594,913 | 24,325 | 570,588 | 1 | 64 | 18 | 8.3 | 9.7 | VOO:21.8%;IEF:21.8%;TLT:8.5%;XLF:19.7%;VNQ:13.5%;VTI:14.8% | US:72.6;EU:14.2;APAC:8.9;EM:3.5;Other:0.7 | Value:+0.9;Growth:-0.2;Quality:+0.6;Size:+0.9;Momentum:+0.4;LowVol:+0.9 | null | 10 | 35 | 5.9 | trailing 8% | 106 | 13.4 | Bull | 13.4 | 4.54 | 3 | 114 | 15 | 62 | 43 | false | Sell | Trim extended winner -1% | -4 | -21 | BrokerD | MKT | 93 | null | null | Normal monitoring | -15 | -39 | 118 | 5 | false | Within IPS guidelines |
P8364 | Opportunistic | Trust | USD | 2025-05-05 | 1,382,230 | 46,786 | 1,335,444 | 1 | 72.1 | 20.1 | 0 | 7.8 | TSLA:26.7%;AMZN:26.7%;AAPL:25.8%;BND:20.8% | US:66.3;EU:9.4;APAC:11.7;EM:9.6;Other:3.1 | Value:-0.7;Growth:-0.5;Quality:+0.3;Size:+0.8;Momentum:-0.5;LowVol:+0.3 | null | 5 | 25 | 4.1 | trailing 9% | 231 | 34.5 | Bull | 17.4 | 4.59 | 3.3 | 73 | 34 | 67 | 52 | false | Rebalance | Shift +1% to bonds from equity | 33 | -37 | BrokerB | LMT | 89 | null | null | Normal monitoring | -34 | 7 | 11 | 4 | false | Tax-aware sells next window |
P8365 | Systematic | Trust | USD | 2025-01-30 | 1,584,903 | 107,969 | 1,476,934 | 1 | 66.4 | 22.8 | 3.2 | 7.5 | BND:33.3%;VOO:33.3%;TLT:33.3% | US:65.9;EU:14.5;APAC:5.9;EM:11.9;Other:1.9 | Value:+0.3;Growth:+0.6;Quality:-0.2;Size:+0.4;Momentum:+0.1;LowVol:+0.4 | MaxPos6% | 8 | 35 | 4.9 | trailing 9% | 146 | 19.8 | Bull | 14.7 | 3.87 | 2.5 | 78 | 94 | 100 | 43 | false | Rebalance | Shift +1% to bonds from equity | 11 | 0 | BrokerC | LMT | 86 | null | null | Normal monitoring | -32 | 4 | 43 | 5 | false | Increase defensive factor exposure |
P8366 | Cautious | IRA | USD | 2024-07-07 | 318,034 | 41,844 | 276,190 | 1 | 46.7 | 37.8 | 0 | 15.5 | AMZN:23.1%;TSLA:17.4%;BRK.B:12.6%;MSFT:10.4%;XLF:23.1%;MUB:13.5% | US:65.1;EU:7.5;APAC:16.7;EM:5.8;Other:4.9 | Value:+0.5;Growth:+0.2;Quality:-0.7;Size:-0.0;Momentum:-0.2;LowVol:+0.4 | NoMargin | 6 | 35 | 5.3 | trailing 8% | 110 | 18.7 | Sideways | 18.2 | 4.41 | 3 | 135 | 37 | 71 | 47 | false | Buy | Add to core equity +1% | 2 | 6 | BrokerC | LMT | 88 | null | null | Normal monitoring | 61 | -56 | 174 | 3 | false | Tax-aware sells next window |
P8367 | Active | 401k | USD | 2025-01-27 | 1,597,524 | 164,675 | 1,432,849 | 1.2 | 50.3 | 29.8 | 10.3 | 9.5 | VTI:25.9%;QQQ:25.9%;AMZN:25.9%;VOO:22.2% | US:59.6;EU:19.6;APAC:9.8;EM:6.2;Other:4.8 | Value:-0.3;Growth:-0.8;Quality:+1.0;Size:+0.5;Momentum:-0.1;LowVol:-0.4 | NoDerivatives | 8 | 35 | 4.6 | trailing 8% | 179 | 27.6 | Bear | 31.3 | 3.26 | 3 | 192 | -75 | 27 | 74 | true | Hedge | Buy index puts 1% notional | 28 | 6 | BrokerD | MKT | 88 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -9 | 1 | 4 | 4 | false | Within IPS guidelines |
P8368 | Cautious | 401k | USD | 2025-07-15 | 225,801 | 26,069 | 199,732 | 1 | 48.8 | 34.3 | 3.3 | 13.6 | MSFT:33.9%;TLT:33.9%;VNQ:32.2% | US:64.3;EU:21.4;APAC:7.3;EM:5.0;Other:2.0 | Value:+0.8;Growth:-0.9;Quality:-0.0;Size:-0.1;Momentum:-0.4;LowVol:+0.1 | ESGOnly;MaxPos7%;NoMargin | 7 | 30 | 4.2 | trailing 8% | 152 | 12.5 | Bear | 24.2 | 3.78 | 1 | 181 | -33 | 42 | 56 | false | NoAction | Within bands; monitor | 8 | -30 | BrokerB | MKT | 0 | null | null | Normal monitoring | 33 | -16 | 122 | 5 | false | Tighten stops on momentum names |
P8369 | Opportunistic | Trust | USD | 2024-11-29 | 1,616,139 | 69,300 | 1,546,839 | 1 | 60.9 | 20.5 | 11.6 | 7 | TLT:21.5%;GLD:10.8%;VTI:18.8%;BND:18.2%;VOO:9.2%;XLF:21.5% | US:64.2;EU:8.7;APAC:13.5;EM:8.6;Other:5.0 | Value:+0.8;Growth:+0.8;Quality:+0.6;Size:+0.2;Momentum:+0.1;LowVol:0.0 | MaxPos8% | 6 | 35 | 5.7 | trailing 7% | 232 | 25.8 | Bear | 26.8 | 4.33 | 1.5 | 187 | -62 | 30 | 78 | true | Rebalance | Rebalance back to target bands | 34 | -11 | BrokerD | LMT | 87 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 29 | -46 | 10 | 3 | false | Tax-aware sells next window |
P8370 | Active | 401k | USD | 2025-12-08 | 1,137,575 | 82,934 | 1,054,641 | 1 | 68.3 | 20.3 | 2 | 9.5 | IEF:33.3%;TLT:33.3%;AAPL:33.3% | US:69.3;EU:12.2;APAC:11.4;EM:4.0;Other:3.0 | Value:-0.2;Growth:-0.9;Quality:-0.4;Size:+0.8;Momentum:+0.5;LowVol:-0.8 | MaxPos8% | 8 | 25 | 4.7 | hard 12% | 159 | 27.3 | Bull | 16.7 | 4.03 | 2.4 | 95 | 64 | 88 | 55 | false | Buy | Add to core equity +1% | 3 | -6 | BrokerA | LMT | 98 | null | null | Normal monitoring | 4 | -16 | 34 | 4 | false | Increase defensive factor exposure |
P8371 | Hands-off | IRA | USD | 2024-09-13 | 518,124 | 34,053 | 484,071 | 1 | 60.7 | 17.5 | 15.1 | 6.6 | HYG:11.0%;TSLA:22.8%;VTI:9.9%;TLT:22.8%;QQQ:22.8%;XLF:10.6% | US:66.1;EU:16.0;APAC:9.7;EM:7.9;Other:0.4 | Value:-0.2;Growth:+0.7;Quality:-0.6;Size:-0.7;Momentum:-0.4;LowVol:-0.7 | MaxPos6% | 6 | 25 | 3.1 | trailing 10% | 152 | 12.8 | Volatile | 26.4 | 5.29 | 3.1 | 167 | 3 | 54 | 67 | false | Rebalance | Shift +1% to bonds from equity | -5 | 5 | BrokerB | MKT | 91 | null | null | Normal monitoring | -54 | 15 | -45 | 5 | false | Increase defensive factor exposure |
P8372 | Cautious | Taxable | USD | 2025-09-17 | 690,405 | 84,815 | 605,590 | 1 | 48.3 | 35.7 | 0 | 16 | AAPL:19.0%;GLD:11.5%;VNQ:17.4%;VOO:18.6%;BND:19.9%;MSFT:13.6% | US:65.2;EU:6.6;APAC:15.8;EM:11.8;Other:0.6 | Value:+0.4;Growth:-0.3;Quality:+0.3;Size:-0.2;Momentum:+0.8;LowVol:-0.8 | ESGOnly;MaxPos6%;NoMargin | 8 | 25 | 4.6 | hard 10% | 114 | 18.3 | Bull | 16.3 | 4.23 | 3.4 | 98 | 0 | 59 | 42 | false | Sell | Trim extended winner -1% | 27 | -20 | BrokerA | LMT | 100 | null | null | Normal monitoring | -2 | -54 | -11 | 5 | false | Increase defensive factor exposure |
P8373 | Active | Taxable | USD | 2024-10-01 | 686,648 | 66,767 | 619,881 | 1 | 66.7 | 26.8 | 0 | 6.6 | IEF:26.0%;AMZN:26.0%;GLD:24.2%;TSLA:23.8% | US:72.2;EU:8.9;APAC:5.7;EM:12.9;Other:0.3 | Value:+0.9;Growth:+0.1;Quality:-0.5;Size:+0.9;Momentum:+0.3;LowVol:+0.5 | MaxPos8% | 6 | 35 | 5 | trailing 8% | 205 | 17.5 | Volatile | 21.7 | 4.68 | 3.5 | 175 | -44 | 15 | 71 | true | Hedge | Buy index puts 1% notional | 12 | -8 | BrokerD | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | 87 | -24 | 149 | 2 | false | Within IPS guidelines |
P8374 | Systematic | IRA | USD | 2025-02-09 | 408,468 | 18,434 | 390,034 | 1 | 66.7 | 23.9 | 0 | 9.5 | VOO:22.5%;VNQ:24.1%;IEF:14.1%;HYG:15.2%;MUB:24.1% | US:67.4;EU:17.2;APAC:9.6;EM:3.8;Other:2.0 | Value:-1.0;Growth:+0.8;Quality:+0.7;Size:+0.5;Momentum:-0.9;LowVol:+0.4 | NoDerivatives | 10 | 25 | 4.4 | trailing 9% | 172 | 24 | Bull | 11.6 | 4 | 3.4 | 70 | 115 | 95 | 33 | false | Hedge | Add TLT +1% as duration hedge | -4 | -12 | BrokerC | LMT | 99 | null | null | Normal monitoring | 71 | 11 | 75 | 4 | false | Monitor dispersion and breadth |
P8375 | Opportunistic | Trust | USD | 2025-09-18 | 805,896 | 53,893 | 752,003 | 1 | 63.1 | 12.7 | 17.3 | 6.9 | AAPL:21.1%;BND:11.8%;HYG:21.1%;BRK.B:20.3%;MSFT:7.5%;TLT:18.2% | US:71.5;EU:12.8;APAC:6.4;EM:7.6;Other:1.8 | Value:-0.5;Growth:+0.1;Quality:+0.6;Size:-0.4;Momentum:-0.4;LowVol:-0.1 | MaxPos8% | 6 | 35 | 4.1 | trailing 9% | 198 | 29.1 | Volatile | 23.9 | 5.17 | 2.9 | 142 | 22 | 67 | 63 | true | Hedge | Buy index puts 1% notional | 31 | 10 | BrokerD | MKT | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -54 | 10 | 85 | 3 | false | Tighten stops on momentum names |
P8376 | Cautious | Trust | USD | 2025-10-25 | 583,491 | 81,673 | 501,818 | 1 | 46.9 | 33.4 | 2.2 | 17.6 | BND:7.6%;VTI:22.8%;XLF:14.1%;TSLA:9.9%;AAPL:22.8%;GLD:22.8% | US:56.8;EU:13.4;APAC:15.5;EM:10.7;Other:3.6 | Value:+0.4;Growth:-0.9;Quality:-0.6;Size:-0.4;Momentum:-0.8;LowVol:+0.1 | NoMargin | 8 | 30 | 5.2 | hard 10% | 94 | 12.4 | Bull | 13.9 | 4.46 | 3 | 83 | 16 | 57 | 38 | false | Rebalance | Shift +1% to bonds from equity | 29 | -25 | BrokerD | LMT | 97 | null | null | Normal monitoring | -27 | -28 | -11 | 3 | false | Increase defensive factor exposure |
P8377 | Opportunistic | IRA | USD | 2024-08-29 | 1,172,803 | 69,871 | 1,102,932 | 1 | 75 | 10.9 | 7.8 | 6.2 | GLD:22.6%;QQQ:22.6%;TSLA:19.6%;MSFT:12.4%;IEF:22.6% | US:70.2;EU:13.9;APAC:8.2;EM:4.7;Other:3.0 | Value:+0.9;Growth:-0.1;Quality:-0.7;Size:-0.2;Momentum:-1.0;LowVol:+0.2 | NoDerivatives | 8 | 25 | 6.7 | hard 12% | 264 | 33.4 | Volatile | 20.3 | 4.24 | 4.4 | 119 | -43 | 16 | 67 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | -23 | BrokerD | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -28 | 16 | 87 | 3 | false | Increase defensive factor exposure |
P8378 | Hands-off | 401k | USD | 2024-10-31 | 871,981 | 49,555 | 822,426 | 1 | 70.2 | 20.2 | 0 | 9.6 | AAPL:33.3%;IEF:33.3%;AMZN:33.3% | US:71.6;EU:13.4;APAC:6.5;EM:4.7;Other:3.9 | Value:-0.6;Growth:-0.1;Quality:+0.4;Size:-0.9;Momentum:-0.9;LowVol:+0.2 | ESGOnly | 5 | 35 | 3.4 | trailing 8% | 131 | 15.9 | Bull | 13.5 | 3.74 | 2.9 | 72 | 67 | 84 | 50 | false | Sell | Trim extended winner -1% | 10 | 10 | BrokerC | VWAP | 97 | null | null | Normal monitoring | -19 | -54 | 96 | 5 | false | Tighten stops on momentum names |
P8379 | Hands-off | Roth | USD | 2024-08-11 | 313,604 | 19,593 | 294,011 | 1 | 69.5 | 25.1 | 0 | 5.4 | MUB:7.7%;TLT:12.9%;BND:13.1%;MSFT:22.5%;VTI:21.4%;AMZN:22.5% | US:69.2;EU:13.2;APAC:9.1;EM:7.5;Other:1.0 | Value:-0.3;Growth:+0.6;Quality:+0.1;Size:+0.2;Momentum:+0.9;LowVol:-0.6 | ESGOnly;NoDerivatives | 5 | 30 | 3.6 | trailing 8% | 98 | 14.9 | Sideways | 18.7 | 3.61 | 3 | 128 | 19 | 71 | 58 | false | Sell | Trim extended winner -1% | -14 | -13 | BrokerB | MKT | 95 | null | null | Normal monitoring | 61 | 3 | 44 | 4 | false | Monitor dispersion and breadth |
P8380 | Active | IRA | USD | 2025-12-18 | 1,441,008 | 88,064 | 1,352,944 | 1 | 66.9 | 22.9 | 0.7 | 9.5 | VTI:27.1%;HYG:27.1%;AMZN:18.6%;VOO:27.1% | US:62.8;EU:11.9;APAC:9.9;EM:12.4;Other:2.9 | Value:+0.9;Growth:+0.8;Quality:+0.4;Size:-0.8;Momentum:-0.3;LowVol:-0.8 | MaxPos7% | 10 | 35 | 5.6 | hard 12% | 205 | 22.6 | Volatile | 29.9 | 4.5 | 2.1 | 175 | 78 | 97 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | -29 | BrokerD | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 20 | -24 | 115 | 3 | true | Monitor dispersion and breadth |
P8381 | Systematic | Taxable | USD | 2025-09-08 | 603,702 | 24,170 | 579,532 | 1 | 63.1 | 22.6 | 9.2 | 5 | GLD:34.9%;XLF:30.2%;IEF:34.9% | US:69.7;EU:18.1;APAC:7.6;EM:4.3;Other:0.3 | Value:+0.6;Growth:+0.2;Quality:+0.7;Size:+0.4;Momentum:-1.0;LowVol:-1.0 | MaxPos5% | 5 | 30 | 4.5 | trailing 9% | 197 | 17 | Bear | 24.9 | 4.1 | 2.9 | 202 | -57 | 12 | 63 | false | Sell | Trim extended winner -1% | 3 | -16 | BrokerB | LMT | 94 | null | null | Normal monitoring | 88 | -26 | 119 | 4 | false | Monitor dispersion and breadth |
P8382 | Opportunistic | Taxable | USD | 2025-05-30 | 1,356,942 | 75,791 | 1,281,151 | 1 | 76.3 | 19.2 | 0 | 4.5 | HYG:24.7%;TLT:25.1%;TSLA:25.1%;AAPL:25.1% | US:60.7;EU:11.6;APAC:11.6;EM:13.9;Other:2.2 | Value:-0.9;Growth:-0.1;Quality:+0.2;Size:-0.8;Momentum:-0.5;LowVol:0.0 | null | 7 | 35 | 6.5 | trailing 9% | 190 | 30.8 | Sideways | 20 | 4.73 | 3 | 115 | 27 | 72 | 55 | false | Rebalance | Shift +1% to bonds from equity | 34 | 6 | BrokerB | MKT | 89 | null | null | Normal monitoring | 3 | 5 | 122 | 4 | false | Monitor dispersion and breadth |
P8383 | Active | Roth | USD | 2025-11-17 | 546,790 | 63,649 | 483,141 | 1.07 | 65 | 26.2 | 0 | 8.8 | BRK.B:8.5%;VTI:13.4%;BND:19.9%;MSFT:17.3%;IEF:21.2%;TLT:19.7% | US:59.1;EU:10.1;APAC:16.4;EM:14.1;Other:0.2 | Value:+0.8;Growth:+0.5;Quality:+0.5;Size:-0.7;Momentum:-0.6;LowVol:+0.4 | null | 5 | 25 | 5.7 | trailing 8% | 139 | 16.5 | Bear | 33.3 | 3.24 | 2.2 | 204 | -74 | 26 | 88 | true | Hedge | Buy index puts 1% notional | -8 | -25 | BrokerA | MKT | 90 | VAR>budget | Reduce | Risk above budget threshold | 37 | -42 | 83 | 3 | false | Tighten stops on momentum names |
P8384 | Cautious | Roth | USD | 2025-01-23 | 491,168 | 74,987 | 416,181 | 1 | 35.2 | 31.4 | 15.6 | 17.8 | BND:25.4%;MUB:37.3%;GLD:37.3% | US:62.3;EU:18.8;APAC:9.0;EM:7.5;Other:2.5 | Value:-0.7;Growth:+0.2;Quality:-0.4;Size:+0.9;Momentum:+0.8;LowVol:-0.6 | ESGOnly;NoMargin | 6 | 30 | 5 | trailing 8% | 129 | 16.7 | Volatile | 22.2 | 4.02 | 4 | 110 | -24 | 45 | 49 | false | Rebalance | Shift +1% to bonds from equity | 30 | -22 | BrokerB | LMT | 89 | null | null | Normal monitoring | -12 | -51 | -21 | 3 | false | Tax-aware sells next window |
P8385 | Opportunistic | 401k | USD | 2025-06-09 | 978,883 | 33,052 | 945,831 | 1 | 61.2 | 13.8 | 19 | 6 | VTI:33.3%;IEF:33.3%;QQQ:33.3% | US:67.0;EU:8.1;APAC:11.0;EM:13.4;Other:0.4 | Value:+0.6;Growth:-0.4;Quality:-0.5;Size:-0.8;Momentum:+1.0;LowVol:+0.2 | null | 10 | 35 | 4.4 | hard 12% | 273 | 22.7 | Bear | 23.8 | 4.29 | 1.5 | 181 | 28 | 73 | 60 | false | NoAction | Within bands; monitor | -15 | -1 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 66 | -20 | 164 | 4 | false | Within IPS guidelines |
P8386 | Hands-off | IRA | USD | 2025-01-05 | 497,761 | 23,214 | 474,547 | 1 | 63.9 | 26.7 | 0 | 9.4 | IEF:33.3%;HYG:33.3%;XLF:33.3% | US:79.0;EU:7.0;APAC:8.0;EM:3.8;Other:2.2 | Value:-0.0;Growth:-0.5;Quality:+0.4;Size:+0.6;Momentum:+0.6;LowVol:-0.0 | null | 7 | 30 | 5.9 | trailing 10% | 120 | 19 | Sideways | 16 | 4.82 | 3.4 | 103 | 38 | 62 | 50 | false | Hedge | Add TLT +1% as duration hedge | -13 | -16 | BrokerB | MKT | 96 | null | null | Normal monitoring | 113 | 9 | 168 | 5 | false | Monitor dispersion and breadth |
P8387 | Active | Roth | USD | 2024-12-23 | 2,394,980 | 258,433 | 2,136,547 | 1.19 | 65.8 | 19.6 | 4.8 | 9.9 | VOO:21.9%;HYG:17.9%;GLD:10.9%;IEF:9.8%;AAPL:17.6%;MSFT:21.9% | US:74.0;EU:8.3;APAC:6.9;EM:10.1;Other:0.8 | Value:+0.9;Growth:-0.9;Quality:+0.4;Size:+0.7;Momentum:+0.7;LowVol:+0.4 | MaxPos6% | 8 | 35 | 5.9 | hard 12% | 206 | 27.2 | Bull | 17.8 | 4.68 | 2.7 | 70 | 15 | 65 | 55 | false | Sell | Trim extended winner -1% | -2 | -8 | BrokerB | LMT | 98 | null | null | Normal monitoring | 12 | -6 | 129 | 4 | false | Monitor dispersion and breadth |
P8388 | Cautious | 401k | USD | 2024-08-29 | 841,795 | 91,272 | 750,523 | 1 | 51.4 | 35.7 | 0 | 12.9 | BND:33.3%;MSFT:33.3%;GLD:33.3% | US:69.3;EU:10.6;APAC:6.2;EM:10.2;Other:3.6 | Value:-0.6;Growth:-0.4;Quality:-0.6;Size:-0.7;Momentum:-1.0;LowVol:-0.5 | ESGOnly;NoMargin | 7 | 35 | 4.6 | trailing 10% | 143 | 19.5 | Sideways | 21.7 | 4 | 2.8 | 136 | 4 | 44 | 59 | false | Buy | Add to core equity +1% | 1 | -11 | BrokerD | LMT | 89 | null | null | Normal monitoring | -18 | -31 | 81 | 5 | false | Within IPS guidelines |
P8389 | Cautious | Trust | USD | 2024-10-17 | 441,671 | 58,182 | 383,489 | 1 | 46.7 | 41.2 | 0.9 | 11.2 | MSFT:24.5%;VNQ:12.1%;TLT:18.2%;VTI:23.1%;GLD:22.0% | US:65.8;EU:11.4;APAC:7.6;EM:12.2;Other:3.0 | Value:+0.1;Growth:+0.2;Quality:-0.6;Size:+0.5;Momentum:+0.1;LowVol:+0.9 | ESGOnly;MaxPos6%;NoMargin | 8 | 35 | 4.5 | trailing 10% | 105 | 18.1 | Bull | 13.4 | 4.58 | 2.7 | 83 | 13 | 64 | 37 | false | Hedge | Add TLT +1% as duration hedge | 20 | 10 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 15 | -8 | 117 | 4 | false | Increase defensive factor exposure |
P8390 | Cautious | Trust | USD | 2025-01-17 | 812,162 | 97,923 | 714,239 | 1 | 51.4 | 35.9 | 2.4 | 10.3 | BRK.B:10.0%;GLD:12.3%;XLF:21.7%;VNQ:21.3%;TSLA:21.7%;AMZN:13.1% | US:63.1;EU:14.9;APAC:10.7;EM:6.1;Other:5.3 | Value:+0.7;Growth:+0.4;Quality:-0.7;Size:+1.0;Momentum:-0.5;LowVol:-0.7 | NoMargin | 8 | 30 | 5.4 | trailing 8% | 112 | 16.8 | Bear | 27.2 | 3.79 | 1.3 | 151 | -11 | 41 | 62 | false | Hedge | Add TLT +1% as duration hedge | 17 | -8 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 85 | -26 | 132 | 5 | false | Within IPS guidelines |
P8391 | Hands-off | 401k | USD | 2025-05-21 | 896,179 | 65,330 | 830,849 | 1 | 61.2 | 24.5 | 6.9 | 7.4 | IEF:27.0%;BRK.B:27.0%;AAPL:18.9%;VOO:27.0% | US:68.9;EU:13.1;APAC:7.6;EM:4.9;Other:5.5 | Value:-0.5;Growth:-0.4;Quality:-0.1;Size:+0.4;Momentum:+0.6;LowVol:+0.7 | NoDerivatives | 5 | 35 | 5.2 | trailing 10% | 159 | 15.8 | Bull | 15.4 | 4.94 | 2.2 | 88 | 67 | 81 | 51 | false | Rebalance | Shift +1% to bonds from equity | 9 | 13 | BrokerC | MKT | 87 | null | null | Normal monitoring | 63 | -28 | 191 | 5 | false | Tighten stops on momentum names |
P8392 | Active | Taxable | USD | 2025-07-20 | 774,756 | 90,008 | 684,748 | 1 | 57.7 | 29.2 | 4 | 9.1 | VTI:25.6%;TSLA:25.6%;IEF:25.6%;VOO:23.2% | US:67.9;EU:14.6;APAC:9.4;EM:3.9;Other:4.3 | Value:-0.0;Growth:-0.5;Quality:-0.3;Size:-0.7;Momentum:-0.3;LowVol:-0.3 | MaxPos8%;NoDerivatives | 8 | 30 | 5.8 | hard 12% | 219 | 18 | Volatile | 25.5 | 4.31 | 3.6 | 151 | 60 | 69 | 65 | true | Hedge | Buy index puts 1% notional | -4 | -2 | BrokerD | MKT | 90 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 60 | -49 | 161 | 2 | false | Monitor dispersion and breadth |
P8393 | Opportunistic | 401k | USD | 2025-06-18 | 1,395,861 | 64,002 | 1,331,859 | 1 | 63 | 17.9 | 10.6 | 8.5 | AAPL:25.6%;MUB:25.6%;HYG:23.1%;GLD:25.6% | US:62.0;EU:19.2;APAC:10.9;EM:6.9;Other:1.0 | Value:+0.7;Growth:+0.2;Quality:+0.5;Size:-0.3;Momentum:-0.4;LowVol:-0.8 | NoDerivatives | 7 | 25 | 5.5 | hard 12% | 243 | 24.8 | Sideways | 15.6 | 4.76 | 2.6 | 110 | 37 | 73 | 49 | false | Buy | Add to core equity +1% | 16 | 6 | BrokerC | LMT | 87 | null | null | Normal monitoring | 45 | -11 | 79 | 5 | false | Within IPS guidelines |
P8394 | Cautious | Taxable | USD | 2025-09-22 | 543,082 | 61,690 | 481,392 | 1 | 37.5 | 42.6 | 8.3 | 11.6 | XLF:33.3%;VNQ:33.3%;TSLA:33.3% | US:68.2;EU:8.6;APAC:11.9;EM:5.5;Other:5.8 | Value:-0.3;Growth:+0.9;Quality:+0.4;Size:-0.7;Momentum:+0.2;LowVol:+0.3 | MaxPos5%;NoMargin | 6 | 35 | 5.5 | trailing 8% | 127 | 15.4 | Volatile | 21.1 | 3.54 | 3.1 | 115 | 72 | 84 | 51 | true | Hedge | Buy index puts 1% notional | 33 | -37 | BrokerB | VWAP | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 115 | 6 | 201 | 5 | false | Increase defensive factor exposure |
P8395 | Cautious | Trust | USD | 2024-09-10 | 554,294 | 61,409 | 492,885 | 1 | 37.7 | 31.5 | 13.3 | 17.6 | QQQ:33.3%;TLT:33.3%;AAPL:33.3% | US:71.9;EU:13.0;APAC:9.3;EM:4.5;Other:1.3 | Value:+0.2;Growth:+0.6;Quality:-0.4;Size:0.0;Momentum:-0.9;LowVol:0.0 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 4 | trailing 8% | 152 | 17 | Bull | 14.5 | 4.07 | 2 | 87 | 36 | 58 | 39 | false | Buy | Add to core equity +1% | -12 | -22 | BrokerC | MKT | 92 | null | null | Normal monitoring | 16 | 1 | 22 | 3 | false | Increase defensive factor exposure |
P8396 | Opportunistic | 401k | USD | 2024-07-07 | 1,438,380 | 63,695 | 1,374,685 | 1 | 70.4 | 17 | 5.6 | 7 | GLD:13.1%;BND:21.8%;HYG:16.8%;VNQ:16.2%;TLT:21.8%;BRK.B:10.3% | US:56.5;EU:16.5;APAC:11.8;EM:10.7;Other:4.5 | Value:-0.1;Growth:+0.3;Quality:-0.3;Size:+1.0;Momentum:-0.9;LowVol:-0.5 | NoDerivatives | 7 | 35 | 4.4 | hard 12% | 268 | 28.6 | Volatile | 24.2 | 4.4 | 2.8 | 123 | -1 | 47 | 71 | true | Hedge | Buy index puts 1% notional | -7 | -27 | BrokerD | LMT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 10 | -52 | 50 | 3 | false | Monitor dispersion and breadth |
P8397 | Active | IRA | USD | 2025-08-20 | 1,105,711 | 75,875 | 1,029,836 | 1 | 50.7 | 23.5 | 17.4 | 8.4 | TSLA:22.9%;VOO:14.6%;BND:24.1%;XLF:24.1%;BRK.B:14.4% | US:59.6;EU:12.5;APAC:14.2;EM:10.1;Other:3.6 | Value:+0.1;Growth:+0.9;Quality:+0.5;Size:+0.9;Momentum:+0.4;LowVol:+0.3 | MaxPos8% | 8 | 35 | 5 | trailing 9% | 127 | 28 | Sideways | 15.8 | 3.95 | 2.3 | 96 | -29 | 37 | 34 | false | Buy | Add to core equity +1% | 25 | -34 | BrokerB | MKT | 95 | null | null | Normal monitoring | 93 | -41 | 66 | 5 | false | Within IPS guidelines |
P8398 | Cautious | Roth | USD | 2025-12-24 | 683,843 | 102,113 | 581,730 | 1 | 44.4 | 44.6 | 0.8 | 10.2 | MSFT:19.3%;IEF:15.3%;AAPL:12.0%;TLT:20.8%;BND:20.8%;GLD:11.9% | US:68.2;EU:7.2;APAC:11.9;EM:10.6;Other:2.1 | Value:+0.4;Growth:-0.8;Quality:+0.7;Size:+0.1;Momentum:-0.5;LowVol:+0.6 | MaxPos8%;NoMargin | 10 | 25 | 3.7 | hard 10% | 158 | 18.6 | Volatile | 30.7 | 4.39 | 4.5 | 116 | -46 | 27 | 64 | true | Rebalance | Rebalance back to target bands | -15 | -23 | BrokerD | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | 48 | -14 | 32 | 2 | true | Within IPS guidelines |
P8399 | Cautious | Taxable | USD | 2024-10-30 | 841,421 | 74,805 | 766,616 | 1 | 35.1 | 43.2 | 3.9 | 17.9 | QQQ:22.3%;TLT:20.5%;VOO:16.5%;AAPL:10.3%;MSFT:22.3%;TSLA:8.0% | US:67.5;EU:9.0;APAC:9.9;EM:8.5;Other:5.0 | Value:+0.1;Growth:+1.0;Quality:-0.5;Size:-0.7;Momentum:+0.8;LowVol:-0.0 | ESGOnly;NoDerivatives;NoMargin | 5 | 25 | 5.5 | trailing 8% | 129 | 14.1 | Bull | 17.8 | 4.19 | 3.4 | 119 | 35 | 62 | 28 | false | Sell | Trim extended winner -1% | 20 | -12 | BrokerA | MKT | 97 | null | null | Normal monitoring | 60 | -57 | 57 | 3 | false | Tax-aware sells next window |
P8400 | Systematic | 401k | USD | 2025-08-24 | 1,536,821 | 103,686 | 1,433,135 | 1 | 63.6 | 23.7 | 7 | 5.7 | IEF:21.7%;TSLA:21.7%;BRK.B:14.8%;VTI:19.6%;HYG:7.7%;VOO:14.5% | US:68.8;EU:6.8;APAC:16.0;EM:8.3;Other:0.2 | Value:+1.0;Growth:-0.5;Quality:-0.7;Size:+0.6;Momentum:+0.7;LowVol:-0.7 | NoDerivatives | 5 | 30 | 5.1 | trailing 8% | 184 | 19.7 | Bull | 16.4 | 3.78 | 3.1 | 77 | 101 | 87 | 45 | true | Hedge | Buy index puts 1% notional | 16 | -33 | BrokerC | MKT | 95 | VAR>budget | TightenStops | Risk above budget threshold | -58 | -56 | 64 | 3 | false | Tax-aware sells next window |
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