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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8401 | Systematic | Roth | USD | 2025-07-01 | 886,215 | 77,728 | 808,487 | 1 | 55.4 | 29.8 | 9 | 5.8 | MSFT:25.0%;AAPL:25.0%;VNQ:25.0%;BRK.B:25.0% | US:72.2;EU:8.7;APAC:10.4;EM:6.2;Other:2.5 | Value:+0.3;Growth:-0.7;Quality:+0.4;Size:-0.7;Momentum:-0.8;LowVol:+0.1 | null | 5 | 30 | 4.3 | trailing 9% | 163 | 20.4 | Bull | 11.1 | 3.7 | 3.5 | 80 | 10 | 64 | 25 | true | Hedge | Buy index puts 1% notional | 27 | -17 | BrokerA | MKT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -23 | -43 | 82 | 2 | false | Monitor dispersion and breadth |
P8402 | Systematic | Taxable | USD | 2024-08-28 | 1,243,836 | 73,191 | 1,170,645 | 1 | 63.9 | 20.1 | 7.6 | 8.4 | IEF:21.4%;TSLA:21.4%;AAPL:6.3%;BND:17.1%;HYG:17.6%;XLF:16.1% | US:67.6;EU:7.0;APAC:8.0;EM:14.3;Other:3.0 | Value:+0.2;Growth:-1.0;Quality:-0.8;Size:+0.3;Momentum:-0.5;LowVol:+0.4 | null | 8 | 35 | 4.6 | trailing 9% | 228 | 18.1 | Volatile | 30 | 3.6 | 3.6 | 125 | -34 | 45 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -12 | BrokerA | MKT | 100 | VAR>budget | Pause | Risk above budget threshold | 83 | 10 | 104 | 4 | false | Tighten stops on momentum names |
P8403 | Systematic | Trust | USD | 2025-04-26 | 1,261,643 | 65,349 | 1,196,294 | 1 | 59.8 | 22.3 | 11.8 | 6 | VTI:21.8%;MUB:11.6%;QQQ:17.1%;TSLA:21.8%;GLD:10.4%;IEF:17.2% | US:58.2;EU:18.7;APAC:10.9;EM:8.4;Other:3.8 | Value:+0.1;Growth:-0.7;Quality:-0.8;Size:+0.2;Momentum:-0.1;LowVol:+0.5 | MaxPos8%;NoDerivatives | 7 | 25 | 4.9 | trailing 8% | 135 | 20.3 | Volatile | 24.4 | 4.3 | 2.9 | 133 | -21 | 32 | 55 | false | NoAction | Within bands; monitor | 22 | 0 | BrokerB | MKT | 0 | null | null | Normal monitoring | -33 | -41 | -36 | 4 | false | Increase defensive factor exposure |
P8404 | Systematic | IRA | USD | 2024-10-23 | 1,922,354 | 187,203 | 1,735,151 | 1 | 55.6 | 21.6 | 17.2 | 5.6 | AMZN:15.8%;QQQ:17.7%;TLT:23.1%;VTI:23.1%;IEF:20.4% | US:69.7;EU:8.6;APAC:9.0;EM:10.4;Other:2.3 | Value:-0.7;Growth:+0.4;Quality:-0.4;Size:-0.6;Momentum:-0.4;LowVol:-0.2 | null | 8 | 25 | 5.2 | hard 12% | 120 | 26.8 | Bear | 24.7 | 3.14 | 1.4 | 202 | -43 | 43 | 60 | false | Sell | Trim extended winner -1% | 23 | -11 | BrokerC | VWAP | 93 | null | null | Normal monitoring | 8 | -16 | 143 | 4 | false | Tax-aware sells next window |
P8405 | Systematic | 401k | USD | 2024-08-21 | 1,886,385 | 113,732 | 1,772,653 | 1 | 55.6 | 23.9 | 11.9 | 8.6 | XLF:33.3%;VOO:33.3%;VTI:33.3% | US:66.2;EU:9.9;APAC:11.7;EM:9.0;Other:3.2 | Value:-0.1;Growth:+0.7;Quality:+1.0;Size:+0.3;Momentum:+0.3;LowVol:-0.4 | NoDerivatives | 8 | 35 | 5.3 | trailing 8% | 184 | 16.4 | Bear | 23 | 3.8 | 2.1 | 187 | -19 | 45 | 54 | false | Buy | Add to core equity +1% | 9 | -9 | BrokerC | MKT | 95 | null | null | Normal monitoring | -9 | -3 | 34 | 3 | false | Increase defensive factor exposure |
P8406 | Active | Roth | USD | 2025-09-11 | 609,695 | 61,743 | 547,952 | 1 | 64.3 | 25.6 | 2.1 | 8 | QQQ:24.7%;AAPL:11.9%;GLD:24.7%;XLF:14.2%;HYG:24.7% | US:67.9;EU:6.1;APAC:12.4;EM:9.0;Other:4.5 | Value:-1.0;Growth:+0.5;Quality:+0.2;Size:+0.5;Momentum:-0.0;LowVol:+0.6 | NoDerivatives | 7 | 30 | 5.2 | trailing 9% | 128 | 25.4 | Volatile | 22.8 | 4.6 | 2 | 137 | 62 | 82 | 59 | false | Hedge | Add TLT +1% as duration hedge | 3 | -6 | BrokerB | MKT | 85 | null | null | Normal monitoring | 74 | -19 | 47 | 4 | false | Within IPS guidelines |
P8407 | Opportunistic | Trust | USD | 2025-12-17 | 749,816 | 26,265 | 723,551 | 1 | 68.6 | 13.9 | 10.4 | 7.1 | VOO:20.8%;MSFT:29.0%;TLT:21.1%;HYG:29.0% | US:71.2;EU:8.9;APAC:14.2;EM:3.5;Other:2.2 | Value:-1.0;Growth:+0.4;Quality:-0.7;Size:-0.5;Momentum:-0.5;LowVol:+0.8 | null | 8 | 25 | 6.4 | trailing 7% | 211 | 30.4 | Bull | 14.2 | 4.13 | 2.3 | 74 | 80 | 99 | 52 | false | Rebalance | Shift +1% to bonds from equity | 33 | -31 | BrokerB | LMT | 97 | null | null | Normal monitoring | -9 | -7 | -19 | 3 | false | Tax-aware sells next window |
P8408 | Active | IRA | USD | 2025-09-16 | 1,492,912 | 137,288 | 1,355,624 | 1 | 51.9 | 26.9 | 11.4 | 9.8 | MSFT:8.6%;AAPL:22.0%;VOO:14.4%;XLF:11.1%;VTI:22.0%;TLT:22.0% | US:64.0;EU:15.9;APAC:9.6;EM:10.1;Other:0.3 | Value:-0.1;Growth:+0.3;Quality:-0.1;Size:+0.6;Momentum:-0.9;LowVol:-0.7 | MaxPos7% | 7 | 30 | 5.1 | hard 12% | 225 | 21.2 | Sideways | 19.3 | 4.35 | 2.3 | 98 | -23 | 37 | 52 | false | Buy | Add to core equity +1% | 31 | -15 | BrokerD | LMT | 93 | null | null | Normal monitoring | 120 | -19 | 214 | 3 | false | Tax-aware sells next window |
P8409 | Active | Roth | USD | 2025-12-11 | 2,374,063 | 168,718 | 2,205,345 | 1 | 63.8 | 31 | 0 | 5.2 | HYG:25.0%;BND:25.0%;QQQ:25.0%;TSLA:25.0% | US:73.4;EU:7.4;APAC:7.8;EM:8.3;Other:3.1 | Value:+0.7;Growth:+0.6;Quality:0.0;Size:+0.3;Momentum:-0.4;LowVol:-0.6 | MaxPos5% | 7 | 30 | 4.5 | trailing 8% | 222 | 20 | Bull | 13.8 | 4.61 | 2.4 | 72 | 55 | 90 | 41 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -13 | BrokerB | VWAP | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 81 | -33 | 77 | 3 | false | Monitor dispersion and breadth |
P8410 | Hands-off | Trust | USD | 2025-02-27 | 709,345 | 68,676 | 640,669 | 1 | 65 | 28.1 | 0 | 6.9 | MSFT:26.7%;IEF:23.0%;GLD:26.7%;VNQ:23.5% | US:63.8;EU:16.8;APAC:12.9;EM:3.6;Other:2.9 | Value:-0.1;Growth:-0.8;Quality:+0.2;Size:-0.3;Momentum:-0.6;LowVol:-0.2 | ESGOnly | 6 | 30 | 4.5 | hard 10% | 120 | 16.3 | Bull | 11 | 3.59 | 2.5 | 113 | 117 | 100 | 47 | false | Buy | Add to core equity +1% | -4 | -21 | BrokerD | MKT | 89 | null | null | Normal monitoring | -43 | 11 | 32 | 4 | false | Within IPS guidelines |
P8411 | Cautious | Trust | USD | 2024-07-25 | 280,623 | 27,873 | 252,750 | 1 | 51 | 36.1 | 2.3 | 10.6 | MUB:33.3%;HYG:33.3%;TLT:33.3% | US:62.3;EU:18.4;APAC:11.3;EM:5.4;Other:2.5 | Value:+0.3;Growth:-0.0;Quality:+0.9;Size:-1.0;Momentum:-0.9;LowVol:+0.1 | NoMargin | 5 | 35 | 5.1 | hard 10% | 106 | 18.4 | Volatile | 22.1 | 4.37 | 3.5 | 156 | -16 | 32 | 53 | true | Hedge | Buy index puts 1% notional | 24 | -30 | BrokerB | MKT | 85 | VAR>budget | Hedge | Risk above budget threshold | -24 | -6 | -46 | 3 | false | Tax-aware sells next window |
P8412 | Hands-off | Taxable | USD | 2025-10-09 | 716,264 | 63,352 | 652,912 | 1 | 67.1 | 24.8 | 0 | 8 | BND:25.0%;TSLA:25.0%;AAPL:25.0%;HYG:25.0% | US:65.1;EU:18.0;APAC:10.2;EM:2.9;Other:3.7 | Value:-0.4;Growth:+0.9;Quality:-0.8;Size:+0.7;Momentum:+1.0;LowVol:+0.8 | null | 7 | 25 | 5.8 | hard 10% | 103 | 16.1 | Sideways | 20.7 | 3.95 | 3 | 93 | -30 | 24 | 55 | false | Buy | Add to core equity +1% | 11 | -18 | BrokerD | LMT | 92 | null | null | Normal monitoring | -15 | -22 | 4 | 4 | false | Increase defensive factor exposure |
P8413 | Hands-off | Taxable | USD | 2024-08-10 | 410,061 | 37,676 | 372,385 | 1 | 60 | 18.7 | 14.3 | 7 | AAPL:25.0%;GLD:25.0%;MSFT:25.0%;MUB:25.0% | US:66.5;EU:10.1;APAC:8.3;EM:12.5;Other:2.5 | Value:-0.1;Growth:-0.6;Quality:+0.2;Size:-0.3;Momentum:+0.4;LowVol:-0.8 | ESGOnly;MaxPos6% | 7 | 30 | 5.9 | trailing 8% | 94 | 18.9 | Bear | 28.9 | 4.45 | 2.7 | 186 | 36 | 81 | 70 | false | Sell | Trim extended winner -1% | 19 | -38 | BrokerD | MKT | 89 | null | null | Normal monitoring | 7 | -49 | -5 | 4 | false | Tax-aware sells next window |
P8414 | Opportunistic | Taxable | USD | 2025-08-13 | 1,315,084 | 107,326 | 1,207,758 | 1.15 | 72.8 | 16.5 | 5.8 | 4.8 | GLD:27.4%;AMZN:17.9%;HYG:27.4%;QQQ:27.4% | US:71.4;EU:10.8;APAC:10.6;EM:5.9;Other:1.3 | Value:+0.5;Growth:+0.5;Quality:0.0;Size:-0.1;Momentum:-0.8;LowVol:-0.8 | NoDerivatives | 8 | 25 | 6.9 | trailing 9% | 259 | 34.2 | Sideways | 21.3 | 4.79 | 3.2 | 131 | 28 | 78 | 65 | false | Sell | Trim extended winner -1% | 25 | -23 | BrokerC | MKT | 97 | null | null | Normal monitoring | 36 | -41 | 160 | 4 | false | Tighten stops on momentum names |
P8415 | Hands-off | Trust | USD | 2025-05-11 | 452,175 | 19,555 | 432,620 | 1 | 56.3 | 17.9 | 20.8 | 5 | BND:33.3%;VOO:33.3%;VNQ:33.3% | US:70.9;EU:6.9;APAC:14.8;EM:4.4;Other:3.0 | Value:+1.0;Growth:-0.7;Quality:+0.5;Size:+0.3;Momentum:-0.1;LowVol:-0.8 | MaxPos6% | 7 | 35 | 4.5 | trailing 10% | 101 | 13 | Bull | 12.2 | 4.51 | 3 | 115 | 26 | 51 | 29 | false | Buy | Add to core equity +1% | -14 | 11 | BrokerB | MKT | 93 | null | null | Normal monitoring | 81 | -19 | 200 | 4 | false | Tax-aware sells next window |
P8416 | Active | 401k | USD | 2025-04-04 | 1,685,281 | 107,213 | 1,578,068 | 1 | 53.3 | 19 | 19.9 | 7.7 | VOO:34.2%;QQQ:31.6%;AAPL:34.2% | US:66.3;EU:13.4;APAC:14.0;EM:4.9;Other:1.4 | Value:-0.6;Growth:-0.0;Quality:+0.5;Size:-0.0;Momentum:-0.3;LowVol:+0.9 | null | 5 | 25 | 4.4 | trailing 9% | 171 | 23.8 | Volatile | 25.3 | 3.84 | 2.1 | 111 | -55 | 18 | 66 | false | Buy | Add to core equity +1% | -7 | -11 | BrokerA | VWAP | 97 | null | null | Normal monitoring | 33 | -1 | 13 | 4 | false | Increase defensive factor exposure |
P8417 | Active | 401k | USD | 2025-01-30 | 931,514 | 93,887 | 837,627 | 1 | 61.4 | 19.7 | 9.9 | 9 | TSLA:21.4%;TLT:26.2%;AMZN:26.2%;XLF:26.2% | US:75.0;EU:8.2;APAC:12.6;EM:3.9;Other:0.4 | Value:-0.9;Growth:+0.6;Quality:+1.0;Size:+1.0;Momentum:-0.1;LowVol:-0.4 | MaxPos7% | 5 | 30 | 4 | trailing 8% | 225 | 16.5 | Volatile | 23.5 | 3.52 | 3.4 | 162 | -20 | 47 | 69 | false | Sell | Trim extended winner -1% | 32 | -30 | BrokerD | MKT | 94 | null | null | Normal monitoring | -17 | -41 | 34 | 4 | false | Monitor dispersion and breadth |
P8418 | Cautious | IRA | USD | 2025-09-26 | 296,881 | 42,038 | 254,843 | 1 | 51.8 | 37.9 | 0 | 10.4 | QQQ:33.3%;BRK.B:33.3%;GLD:33.3% | US:69.4;EU:16.7;APAC:8.3;EM:4.8;Other:0.9 | Value:+0.9;Growth:+0.5;Quality:+0.5;Size:+0.8;Momentum:+0.5;LowVol:-0.9 | NoDerivatives;NoMargin | 7 | 35 | 5.7 | trailing 8% | 165 | 17.4 | Volatile | 31.6 | 4.95 | 2.8 | 123 | 79 | 83 | 81 | true | Hedge | Buy index puts 1% notional | 17 | -3 | BrokerD | VWAP | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 43 | -8 | 110 | 3 | false | Within IPS guidelines |
P8419 | Systematic | Roth | USD | 2024-08-16 | 1,565,612 | 94,356 | 1,471,256 | 1 | 60.9 | 23.5 | 6.2 | 9.4 | GLD:33.3%;VOO:33.3%;TSLA:33.3% | US:63.0;EU:11.4;APAC:12.7;EM:9.4;Other:3.5 | Value:-0.7;Growth:-0.9;Quality:-0.4;Size:-0.6;Momentum:-0.1;LowVol:-0.9 | NoDerivatives | 7 | 35 | 4.6 | trailing 8% | 191 | 27.3 | Bear | 22.8 | 3.09 | 1.7 | 155 | -69 | 27 | 65 | true | Rebalance | Rebalance back to target bands | 7 | -30 | BrokerC | VWAP | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 41 | 8 | 79 | 5 | false | Increase defensive factor exposure |
P8420 | Active | Trust | USD | 2025-06-01 | 1,857,972 | 130,660 | 1,727,312 | 1 | 52.8 | 18.6 | 19.6 | 9 | VOO:9.5%;TSLA:14.8%;IEF:16.4%;HYG:14.6%;BND:22.3%;MUB:22.3% | US:68.9;EU:11.9;APAC:13.0;EM:4.0;Other:2.3 | Value:+0.4;Growth:+0.1;Quality:-0.8;Size:+0.2;Momentum:-0.4;LowVol:+0.1 | MaxPos7%;NoDerivatives | 7 | 30 | 5.4 | trailing 8% | 188 | 26.7 | Bull | 12.3 | 4.91 | 2 | 84 | 7 | 53 | 26 | false | Rebalance | Shift +1% to bonds from equity | 30 | -16 | BrokerA | MKT | 87 | null | null | Normal monitoring | 19 | 18 | 37 | 4 | false | Tighten stops on momentum names |
P8421 | Hands-off | IRA | USD | 2025-03-07 | 759,923 | 31,409 | 728,514 | 1 | 60.7 | 16.7 | 12.9 | 9.7 | MSFT:33.3%;XLF:33.3%;AAPL:33.3% | US:62.2;EU:15.4;APAC:9.4;EM:9.7;Other:3.4 | Value:-0.7;Growth:+0.8;Quality:-0.5;Size:-0.0;Momentum:-0.6;LowVol:0.0 | ESGOnly | 7 | 25 | 4.7 | trailing 8% | 128 | 14.9 | Volatile | 21.2 | 5.21 | 3.8 | 129 | 59 | 85 | 59 | false | Hedge | Add TLT +1% as duration hedge | 9 | -18 | BrokerA | LMT | 96 | null | null | Normal monitoring | 109 | -54 | 165 | 3 | false | Tax-aware sells next window |
P8422 | Opportunistic | 401k | USD | 2025-02-20 | 621,130 | 20,400 | 600,730 | 1.1 | 74.7 | 18.3 | 0.3 | 6.7 | VOO:22.8%;AAPL:19.9%;MSFT:22.8%;IEF:7.2%;XLF:13.1%;AMZN:14.2% | US:62.9;EU:16.4;APAC:13.6;EM:5.8;Other:1.2 | Value:-0.0;Growth:+0.1;Quality:-0.2;Size:+0.9;Momentum:-0.9;LowVol:+0.1 | NoDerivatives | 8 | 35 | 5.6 | trailing 9% | 235 | 31.8 | Sideways | 20.5 | 4.87 | 2.3 | 140 | 47 | 66 | 75 | false | Buy | Add to core equity +1% | 21 | -35 | BrokerD | MKT | 95 | null | null | Normal monitoring | 29 | -52 | 52 | 5 | false | Tax-aware sells next window |
P8423 | Active | 401k | USD | 2024-09-26 | 1,940,087 | 209,095 | 1,730,992 | 1 | 53.9 | 30.2 | 9.2 | 6.7 | VTI:10.7%;MSFT:18.8%;VNQ:15.0%;GLD:20.6%;TSLA:15.5%;IEF:19.3% | US:72.6;EU:7.7;APAC:12.0;EM:4.2;Other:3.5 | Value:+0.3;Growth:-0.6;Quality:-0.3;Size:-0.7;Momentum:+0.9;LowVol:+0.7 | null | 6 | 25 | 5.8 | trailing 9% | 229 | 27.4 | Volatile | 25.2 | 3.55 | 2.3 | 136 | 9 | 45 | 62 | false | Rebalance | Shift +1% to bonds from equity | 15 | -32 | BrokerC | MKT | 100 | null | null | Normal monitoring | -20 | -13 | -16 | 3 | false | Increase defensive factor exposure |
P8424 | Systematic | Trust | USD | 2024-08-18 | 1,315,068 | 68,555 | 1,246,513 | 1 | 65.8 | 26.2 | 0 | 8 | BRK.B:23.4%;BND:23.4%;TSLA:11.6%;TLT:23.4%;QQQ:18.3% | US:66.5;EU:16.1;APAC:6.4;EM:8.5;Other:2.5 | Value:-0.9;Growth:+0.1;Quality:-0.9;Size:+0.2;Momentum:+0.6;LowVol:+0.8 | null | 6 | 35 | 4.8 | hard 12% | 129 | 23.4 | Bear | 25.2 | 3.47 | 2.9 | 208 | -30 | 30 | 75 | true | Hedge | Buy index puts 1% notional | -7 | -20 | BrokerB | LMT | 100 | VAR>budget | Reduce | Risk above budget threshold | 68 | 0 | 186 | 4 | false | Tax-aware sells next window |
P8425 | Opportunistic | 401k | USD | 2025-07-10 | 1,631,557 | 51,276 | 1,580,281 | 1 | 70.6 | 10.9 | 9.8 | 8.7 | XLF:23.7%;QQQ:22.1%;MSFT:11.4%;AMZN:23.7%;IEF:19.1% | US:65.5;EU:10.7;APAC:12.5;EM:7.0;Other:4.2 | Value:+0.4;Growth:-0.7;Quality:-0.8;Size:-0.2;Momentum:-0.7;LowVol:-0.5 | NoDerivatives | 6 | 25 | 5.6 | trailing 7% | 237 | 32.9 | Sideways | 17.5 | 3.74 | 2.3 | 135 | 6 | 66 | 54 | false | Rebalance | Shift +1% to bonds from equity | 25 | 2 | BrokerA | LMT | 89 | null | null | Normal monitoring | 81 | -54 | 151 | 5 | false | Tax-aware sells next window |
P8426 | Active | Trust | USD | 2025-07-30 | 2,255,022 | 203,027 | 2,051,995 | 1.16 | 63.4 | 26.4 | 4.3 | 5.9 | QQQ:25.4%;VTI:23.9%;BRK.B:25.4%;XLF:25.4% | US:63.5;EU:12.2;APAC:12.7;EM:11.1;Other:0.5 | Value:-0.1;Growth:-0.9;Quality:+0.6;Size:+0.9;Momentum:+1.0;LowVol:-0.0 | NoDerivatives | 10 | 35 | 5.8 | trailing 9% | 223 | 19.5 | Volatile | 31.5 | 4.86 | 2.2 | 163 | -43 | 20 | 71 | true | Hedge | Buy index puts 1% notional | 34 | -32 | BrokerC | LMT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 96 | -45 | 125 | 2 | false | Tighten stops on momentum names |
P8427 | Active | 401k | USD | 2025-07-26 | 1,117,182 | 85,422 | 1,031,760 | 1 | 56.9 | 25.6 | 10.2 | 7.3 | GLD:23.2%;VOO:10.7%;QQQ:19.6%;XLF:23.2%;AAPL:23.2% | US:64.0;EU:12.1;APAC:10.1;EM:10.1;Other:3.6 | Value:+0.6;Growth:-0.4;Quality:-1.0;Size:+0.7;Momentum:+0.9;LowVol:-0.4 | null | 10 | 35 | 4.6 | trailing 8% | 151 | 17.5 | Volatile | 29.2 | 5.1 | 3 | 162 | 61 | 81 | 68 | false | Buy | Add to core equity +1% | 14 | 4 | BrokerC | LMT | 89 | null | null | Normal monitoring | -9 | -55 | 91 | 3 | false | Within IPS guidelines |
P8428 | Systematic | 401k | USD | 2025-10-26 | 1,354,304 | 110,992 | 1,243,312 | 1 | 60.8 | 20.9 | 9.1 | 9.3 | VTI:26.0%;IEF:26.0%;BND:26.0%;VOO:21.9% | US:64.7;EU:15.4;APAC:7.9;EM:7.8;Other:4.2 | Value:+0.9;Growth:-0.5;Quality:-0.6;Size:+0.2;Momentum:-0.4;LowVol:+0.8 | MaxPos7% | 7 | 30 | 4.2 | hard 12% | 200 | 17.9 | Bear | 26.1 | 3.98 | 1 | 181 | -99 | 10 | 73 | true | Rebalance | Rebalance back to target bands | -5 | -17 | BrokerB | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | 50 | -12 | 75 | 5 | false | Tax-aware sells next window |
P8429 | Active | Trust | USD | 2024-10-12 | 1,564,864 | 102,145 | 1,462,719 | 1.12 | 60.7 | 29.4 | 3.2 | 6.7 | MSFT:25.5%;TSLA:23.4%;BND:25.5%;IEF:25.5% | US:63.1;EU:13.4;APAC:11.6;EM:11.0;Other:0.9 | Value:-0.1;Growth:-0.1;Quality:+0.4;Size:+0.2;Momentum:-0.8;LowVol:-0.2 | NoDerivatives | 6 | 25 | 5.3 | trailing 8% | 165 | 21.3 | Sideways | 21.6 | 4.39 | 2.7 | 124 | -5 | 36 | 53 | false | Hedge | Add TLT +1% as duration hedge | -5 | -38 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 39 | -59 | 132 | 5 | false | Within IPS guidelines |
P8430 | Hands-off | Taxable | USD | 2025-10-10 | 272,190 | 14,641 | 257,549 | 1 | 55.4 | 19.2 | 17.8 | 7.6 | BRK.B:22.6%;BND:17.0%;XLF:15.0%;GLD:22.6%;VTI:22.6% | US:56.6;EU:20.0;APAC:10.0;EM:8.7;Other:4.7 | Value:+0.4;Growth:+0.1;Quality:-0.6;Size:+0.8;Momentum:-0.8;LowVol:-0.3 | ESGOnly | 7 | 25 | 4.7 | trailing 8% | 159 | 14.5 | Bull | 16.7 | 4.63 | 3.4 | 83 | 60 | 93 | 52 | false | Buy | Add to core equity +1% | -2 | -24 | BrokerD | MKT | 91 | null | null | Normal monitoring | -51 | -51 | 88 | 3 | false | Monitor dispersion and breadth |
P8431 | Cautious | Taxable | USD | 2025-06-10 | 151,191 | 14,062 | 137,129 | 1 | 41.3 | 30.6 | 18.1 | 10 | MUB:33.3%;VNQ:33.3%;MSFT:33.3% | US:63.7;EU:18.1;APAC:13.3;EM:4.2;Other:0.7 | Value:-0.1;Growth:+0.9;Quality:+0.7;Size:+0.8;Momentum:-0.6;LowVol:+0.6 | ESGOnly;NoDerivatives;NoMargin | 10 | 35 | 5.7 | trailing 8% | 157 | 15.5 | Bear | 34.4 | 4.22 | 1.5 | 130 | -50 | 39 | 69 | false | Rebalance | Shift +1% to bonds from equity | 26 | -18 | BrokerB | MKT | 90 | null | null | Normal monitoring | -38 | 15 | 22 | 4 | false | Tax-aware sells next window |
P8432 | Cautious | Taxable | USD | 2024-08-22 | 361,388 | 46,610 | 314,778 | 1 | 43.4 | 37.4 | 5.5 | 13.7 | XLF:28.9%;VNQ:28.9%;HYG:13.2%;GLD:28.9% | US:68.2;EU:6.8;APAC:12.2;EM:9.2;Other:3.6 | Value:+0.9;Growth:-0.2;Quality:+0.3;Size:+0.9;Momentum:-0.9;LowVol:-0.4 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 6 | 35 | 4.7 | trailing 10% | 165 | 14.5 | Volatile | 28 | 4.68 | 3.4 | 130 | 34 | 60 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -36 | BrokerC | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -59 | 8 | 32 | 2 | false | Within IPS guidelines |
P8433 | Hands-off | Roth | USD | 2025-11-15 | 299,202 | 24,715 | 274,487 | 1 | 70 | 20.5 | 0 | 9.5 | VOO:16.2%;HYG:22.6%;TSLA:14.4%;IEF:23.4%;XLF:23.4% | US:61.4;EU:12.1;APAC:13.2;EM:11.1;Other:2.2 | Value:+0.3;Growth:+0.3;Quality:-0.9;Size:+0.2;Momentum:+0.1;LowVol:-0.6 | MaxPos5% | 5 | 35 | 5.4 | hard 10% | 109 | 13.9 | Sideways | 17.4 | 4.96 | 2.2 | 129 | -13 | 35 | 48 | false | Rebalance | Shift +1% to bonds from equity | 17 | 9 | BrokerD | MKT | 88 | null | null | Normal monitoring | 117 | -34 | 91 | 4 | false | Tighten stops on momentum names |
P8434 | Systematic | IRA | USD | 2025-02-12 | 730,611 | 60,125 | 670,486 | 1 | 63.5 | 30.5 | 0 | 6.1 | VNQ:16.8%;MSFT:19.7%;AMZN:14.2%;QQQ:20.9%;BND:7.5%;MUB:20.9% | US:69.1;EU:12.7;APAC:13.7;EM:4.1;Other:0.3 | Value:-0.2;Growth:-0.9;Quality:-0.2;Size:+0.6;Momentum:-0.4;LowVol:-0.3 | MaxPos5% | 7 | 30 | 4.5 | trailing 9% | 142 | 16.8 | Bull | 12.9 | 3.86 | 2.9 | 118 | 90 | 100 | 33 | false | Rebalance | Shift +1% to bonds from equity | -7 | -22 | BrokerC | MKT | 85 | null | null | Normal monitoring | 31 | 13 | 86 | 5 | false | Monitor dispersion and breadth |
P8435 | Systematic | Roth | USD | 2025-08-26 | 911,904 | 62,646 | 849,258 | 1 | 57.9 | 30 | 4.8 | 7.2 | VTI:22.4%;VNQ:18.5%;HYG:14.3%;VOO:22.4%;IEF:22.4% | US:61.6;EU:17.3;APAC:12.8;EM:4.1;Other:4.1 | Value:-0.9;Growth:+0.9;Quality:0.0;Size:-0.8;Momentum:-0.5;LowVol:-0.1 | MaxPos7% | 7 | 25 | 4.9 | trailing 8% | 191 | 24.3 | Bear | 31.9 | 3.23 | 1.5 | 173 | -22 | 27 | 75 | true | Hedge | Buy index puts 1% notional | 17 | -30 | BrokerA | LMT | 92 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -9 | 6 | 22 | 5 | true | Tighten stops on momentum names |
P8436 | Active | Taxable | USD | 2025-02-11 | 1,024,846 | 76,782 | 948,064 | 1.1 | 62 | 28.6 | 0 | 9.5 | XLF:26.6%;HYG:15.8%;MUB:26.6%;AMZN:16.6%;AAPL:14.3% | US:74.3;EU:6.6;APAC:8.0;EM:10.4;Other:0.8 | Value:-0.3;Growth:+0.8;Quality:-0.3;Size:-1.0;Momentum:+0.6;LowVol:-0.2 | NoDerivatives | 8 | 30 | 4.2 | trailing 8% | 143 | 24.5 | Volatile | 25.6 | 5.2 | 2.9 | 171 | 8 | 62 | 78 | true | Hedge | Buy index puts 1% notional | -9 | -7 | BrokerA | LMT | 93 | VAR>budget | Hedge | Risk above budget threshold | 3 | -1 | 139 | 5 | false | Tighten stops on momentum names |
P8437 | Hands-off | Taxable | USD | 2024-07-14 | 686,136 | 27,477 | 658,659 | 1 | 56.9 | 17.8 | 18.1 | 7.2 | AAPL:20.0%;XLF:18.5%;MUB:18.5%;QQQ:20.4%;IEF:12.2%;TSLA:10.3% | US:64.7;EU:18.9;APAC:12.8;EM:3.6;Other:0.1 | Value:-1.0;Growth:-0.3;Quality:+0.9;Size:0.0;Momentum:+0.1;LowVol:-0.8 | MaxPos5% | 10 | 30 | 3.5 | trailing 8% | 142 | 12.9 | Bear | 30.2 | 4.28 | 1.6 | 208 | -69 | 24 | 67 | false | Rebalance | Shift +1% to bonds from equity | 31 | -16 | BrokerC | MKT | 91 | null | null | Normal monitoring | 112 | -31 | 165 | 5 | false | Increase defensive factor exposure |
P8438 | Hands-off | Trust | USD | 2025-07-31 | 271,606 | 22,742 | 248,864 | 1 | 62 | 21.1 | 8.4 | 8.6 | TLT:14.0%;VOO:15.8%;MUB:20.8%;TSLA:9.9%;MSFT:18.8%;AAPL:20.8% | US:62.6;EU:9.7;APAC:12.8;EM:11.8;Other:3.1 | Value:-0.7;Growth:+0.8;Quality:+0.5;Size:+0.6;Momentum:+0.1;LowVol:+0.4 | NoDerivatives | 5 | 35 | 3.7 | hard 10% | 141 | 17.8 | Bull | 13.7 | 3.89 | 2.6 | 91 | 4 | 54 | 45 | true | Reduce | Cut high-beta by 2-3%, add cash | -11 | 7 | BrokerD | VWAP | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 43 | -24 | 181 | 2 | true | Within IPS guidelines |
P8439 | Systematic | Taxable | USD | 2025-03-05 | 1,667,173 | 72,351 | 1,594,822 | 1 | 59.5 | 31.4 | 2.2 | 6.8 | TSLA:11.8%;MUB:21.2%;IEF:17.7%;AMZN:11.9%;MSFT:20.2%;VOO:17.3% | US:60.4;EU:16.1;APAC:11.6;EM:10.3;Other:1.7 | Value:+0.1;Growth:+0.4;Quality:+0.6;Size:+0.1;Momentum:+0.1;LowVol:-0.2 | NoDerivatives | 6 | 30 | 5.3 | trailing 8% | 146 | 25.7 | Bull | 12 | 3.6 | 2.8 | 102 | 103 | 100 | 34 | true | Hedge | Buy index puts 1% notional | 0 | -34 | BrokerC | LMT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -52 | -1 | 10 | 5 | true | Within IPS guidelines |
P8440 | Systematic | IRA | USD | 2025-05-31 | 521,589 | 40,578 | 481,011 | 1 | 67.5 | 27.1 | 0 | 5.3 | VOO:25.0%;QQQ:25.0%;VNQ:25.0%;HYG:25.0% | US:61.3;EU:21.8;APAC:6.8;EM:8.8;Other:1.3 | Value:-0.7;Growth:-0.6;Quality:+0.3;Size:+0.5;Momentum:+0.9;LowVol:+0.3 | NoDerivatives | 7 | 35 | 5 | trailing 9% | 179 | 26.7 | Sideways | 17.8 | 4.24 | 2.1 | 121 | 37 | 67 | 48 | false | Sell | Trim extended winner -1% | 22 | -38 | BrokerA | VWAP | 85 | null | null | Normal monitoring | -57 | -21 | 57 | 3 | false | Monitor dispersion and breadth |
P8441 | Systematic | Trust | USD | 2025-10-14 | 700,000 | 53,740 | 646,260 | 1 | 60.6 | 31.3 | 0 | 8.1 | AMZN:17.5%;MUB:12.7%;QQQ:17.1%;VOO:20.8%;VTI:17.2%;VNQ:14.6% | US:56.1;EU:14.2;APAC:12.8;EM:12.6;Other:4.3 | Value:+0.5;Growth:-0.0;Quality:-0.3;Size:-0.7;Momentum:-0.7;LowVol:+0.5 | null | 7 | 35 | 4.8 | hard 12% | 142 | 16.4 | Sideways | 14.3 | 4.83 | 2 | 130 | 28 | 52 | 35 | false | Rebalance | Shift +1% to bonds from equity | 9 | -29 | BrokerB | MKT | 100 | null | null | Normal monitoring | -55 | -5 | -69 | 5 | false | Increase defensive factor exposure |
P8442 | Hands-off | Roth | USD | 2025-09-25 | 453,324 | 26,733 | 426,591 | 1 | 73 | 21.6 | 0 | 5.4 | XLF:16.8%;MSFT:27.0%;MUB:27.0%;VOO:15.7%;BND:13.5% | US:72.7;EU:8.0;APAC:10.0;EM:5.0;Other:4.4 | Value:+0.5;Growth:-0.5;Quality:-0.9;Size:+0.3;Momentum:+0.7;LowVol:+0.6 | ESGOnly;NoDerivatives | 6 | 30 | 3.8 | trailing 8% | 129 | 13.9 | Bull | 11.7 | 4.38 | 3.1 | 106 | 110 | 97 | 41 | false | Hedge | Add TLT +1% as duration hedge | -14 | 6 | BrokerC | LMT | 97 | null | null | Normal monitoring | 41 | -33 | 135 | 4 | false | Monitor dispersion and breadth |
P8443 | Cautious | IRA | USD | 2025-11-16 | 161,575 | 21,927 | 139,648 | 1 | 46.3 | 39.7 | 0 | 14 | TLT:20.2%;MUB:17.5%;TSLA:20.6%;HYG:17.3%;VTI:14.2%;AAPL:10.2% | US:53.4;EU:18.4;APAC:13.4;EM:10.7;Other:4.1 | Value:-0.4;Growth:+0.3;Quality:-0.4;Size:-0.1;Momentum:-0.3;LowVol:-0.3 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 5 | 35 | 3.5 | trailing 10% | 148 | 17.2 | Volatile | 31 | 5.06 | 2.9 | 165 | 48 | 77 | 73 | true | Rebalance | Rebalance back to target bands | 30 | -32 | BrokerB | MKT | 98 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 72 | -20 | 118 | 3 | false | Increase defensive factor exposure |
P8444 | Opportunistic | Trust | USD | 2025-04-30 | 893,569 | 39,914 | 853,655 | 1 | 68.6 | 16.1 | 7.2 | 8.1 | MUB:8.2%;BND:24.3%;GLD:19.0%;VOO:24.3%;BRK.B:24.3% | US:65.3;EU:12.3;APAC:12.1;EM:8.1;Other:2.2 | Value:-0.4;Growth:+0.1;Quality:+0.2;Size:+1.0;Momentum:-0.1;LowVol:+1.0 | MaxPos5%;NoDerivatives | 8 | 25 | 5.6 | trailing 9% | 255 | 27.7 | Bull | 13.1 | 4.14 | 3.2 | 102 | 114 | 100 | 44 | false | Buy | Add to core equity +1% | 26 | -20 | BrokerD | LMT | 93 | null | null | Normal monitoring | 100 | -37 | 195 | 4 | false | Tighten stops on momentum names |
P8445 | Active | Roth | USD | 2025-06-08 | 2,296,231 | 213,030 | 2,083,201 | 1 | 69.2 | 21.8 | 3.1 | 5.9 | MSFT:33.3%;VNQ:33.3%;VOO:33.3% | US:59.3;EU:11.1;APAC:13.6;EM:13.5;Other:2.5 | Value:-0.1;Growth:-0.6;Quality:+0.8;Size:+0.7;Momentum:-0.6;LowVol:-0.6 | NoDerivatives | 6 | 30 | 5.7 | trailing 9% | 130 | 26 | Volatile | 23.8 | 4.62 | 4.2 | 151 | -30 | 48 | 67 | false | Buy | Add to core equity +1% | 23 | -32 | BrokerA | MKT | 99 | null | null | Normal monitoring | 55 | -23 | 25 | 4 | false | Tax-aware sells next window |
P8446 | Cautious | Roth | USD | 2024-12-06 | 219,262 | 25,971 | 193,291 | 1 | 51.4 | 37.6 | 0 | 10.9 | VOO:25.5%;AMZN:26.2%;HYG:25.5%;TSLA:22.8% | US:64.3;EU:16.1;APAC:9.0;EM:10.4;Other:0.2 | Value:-0.8;Growth:+0.1;Quality:-0.3;Size:+0.6;Momentum:-0.9;LowVol:-0.3 | MaxPos8%;NoDerivatives;NoMargin | 10 | 30 | 3.4 | hard 10% | 113 | 15.3 | Volatile | 21.8 | 4.19 | 3.2 | 156 | 42 | 65 | 52 | false | Buy | Add to core equity +1% | 34 | -6 | BrokerA | LMT | 92 | null | null | Normal monitoring | 64 | -58 | 75 | 3 | false | Tax-aware sells next window |
P8447 | Systematic | Trust | USD | 2025-05-04 | 816,948 | 36,002 | 780,946 | 1 | 56.8 | 26.7 | 10.1 | 6.4 | BND:21.6%;HYG:12.0%;BRK.B:11.7%;GLD:13.1%;VOO:21.6%;MUB:19.9% | US:67.3;EU:15.0;APAC:6.2;EM:8.5;Other:3.0 | Value:-0.2;Growth:+0.6;Quality:-0.4;Size:-0.6;Momentum:+0.7;LowVol:-0.4 | null | 5 | 30 | 6 | trailing 8% | 220 | 18.7 | Bull | 12.1 | 4.4 | 2.7 | 76 | 52 | 90 | 31 | false | Rebalance | Shift +1% to bonds from equity | -12 | -7 | BrokerC | MKT | 95 | null | null | Normal monitoring | 109 | -41 | 115 | 5 | false | Tax-aware sells next window |
P8448 | Opportunistic | 401k | USD | 2025-04-06 | 1,672,774 | 106,342 | 1,566,432 | 1 | 61 | 14.4 | 19.1 | 5.4 | GLD:33.3%;TSLA:33.3%;VTI:33.3% | US:58.3;EU:17.2;APAC:10.8;EM:12.7;Other:1.0 | Value:+0.6;Growth:-1.0;Quality:-0.1;Size:+0.6;Momentum:+0.7;LowVol:-0.9 | null | 7 | 30 | 5.2 | hard 12% | 189 | 30.7 | Bull | 12.6 | 3.67 | 3.1 | 118 | 58 | 68 | 34 | false | Sell | Trim extended winner -1% | -6 | -20 | BrokerA | MKT | 98 | null | null | Normal monitoring | -37 | -12 | -43 | 3 | false | Tighten stops on momentum names |
P8449 | Active | Taxable | USD | 2024-07-23 | 1,145,835 | 123,995 | 1,021,840 | 1 | 57.8 | 22.1 | 11.9 | 8.2 | AMZN:25.0%;BND:25.0%;VNQ:25.0%;XLF:25.0% | US:69.9;EU:13.0;APAC:5.3;EM:10.4;Other:1.4 | Value:0.0;Growth:+0.1;Quality:+0.3;Size:-0.5;Momentum:+0.2;LowVol:-0.2 | MaxPos6% | 7 | 30 | 5.7 | trailing 8% | 154 | 27.4 | Bull | 17.5 | 4.7 | 2.1 | 80 | 2 | 41 | 58 | false | Rebalance | Shift +1% to bonds from equity | -15 | 4 | BrokerA | MKT | 93 | null | null | Normal monitoring | 39 | -43 | 5 | 3 | false | Tax-aware sells next window |
P8450 | Hands-off | Trust | USD | 2024-12-18 | 737,220 | 35,168 | 702,052 | 1 | 67.8 | 22 | 2.2 | 8 | BRK.B:27.9%;XLF:20.7%;HYG:27.9%;IEF:23.5% | US:69.7;EU:10.4;APAC:7.8;EM:9.5;Other:2.6 | Value:-0.2;Growth:-0.8;Quality:+0.1;Size:-0.0;Momentum:+0.1;LowVol:-0.3 | NoDerivatives | 5 | 35 | 5.2 | hard 10% | 161 | 14.1 | Volatile | 25.5 | 3.69 | 2.9 | 167 | -51 | 13 | 66 | false | Sell | Trim extended winner -1% | -15 | -18 | BrokerB | LMT | 88 | null | null | Normal monitoring | 83 | -51 | 107 | 3 | false | Tax-aware sells next window |
P8451 | Cautious | Trust | USD | 2025-09-10 | 878,312 | 84,061 | 794,251 | 1 | 49.1 | 33.3 | 0 | 17.6 | MUB:20.5%;QQQ:17.3%;AMZN:12.3%;GLD:16.5%;AAPL:18.5%;BND:14.9% | US:71.8;EU:7.8;APAC:10.2;EM:9.7;Other:0.5 | Value:-0.7;Growth:+0.2;Quality:+1.0;Size:+0.6;Momentum:-0.5;LowVol:+0.2 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 4.6 | trailing 8% | 162 | 17.1 | Volatile | 28.5 | 4.46 | 2.9 | 177 | -13 | 45 | 66 | false | NoAction | Within bands; monitor | -11 | 14 | BrokerA | LMT | 95 | null | null | Normal monitoring | -3 | -15 | 37 | 5 | false | Increase defensive factor exposure |
P8452 | Hands-off | Taxable | USD | 2024-08-06 | 343,250 | 25,984 | 317,266 | 1 | 61.8 | 16.6 | 14.7 | 6.9 | BRK.B:20.6%;TSLA:17.8%;MUB:16.0%;GLD:20.6%;QQQ:13.1%;VOO:11.9% | US:66.5;EU:9.1;APAC:14.3;EM:8.5;Other:1.5 | Value:+0.4;Growth:+0.2;Quality:-0.8;Size:-1.0;Momentum:+0.3;LowVol:+1.0 | ESGOnly;MaxPos6% | 7 | 30 | 4 | trailing 8% | 164 | 16.9 | Bull | 13 | 4.59 | 2.6 | 95 | 62 | 77 | 43 | false | Buy | Add to core equity +1% | 11 | -39 | BrokerA | LMT | 92 | null | null | Normal monitoring | 59 | 10 | 139 | 4 | false | Increase defensive factor exposure |
P8453 | Hands-off | Taxable | USD | 2025-06-26 | 801,532 | 57,784 | 743,748 | 1 | 66.7 | 24.7 | 0 | 8.5 | HYG:26.1%;TSLA:26.1%;VTI:21.8%;AAPL:26.1% | US:58.5;EU:17.7;APAC:13.0;EM:8.8;Other:1.9 | Value:-0.3;Growth:-0.8;Quality:+0.9;Size:+0.7;Momentum:-0.3;LowVol:-0.4 | MaxPos6%;NoDerivatives | 10 | 35 | 5.6 | hard 10% | 140 | 16.3 | Sideways | 18.1 | 3.91 | 2.3 | 109 | -4 | 57 | 52 | false | NoAction | Within bands; monitor | 14 | -33 | BrokerA | LMT | 93 | null | null | Normal monitoring | 91 | 4 | 138 | 3 | false | Increase defensive factor exposure |
P8454 | Opportunistic | Trust | USD | 2025-08-01 | 1,058,569 | 80,062 | 978,507 | 1.05 | 72.9 | 15.5 | 3.4 | 8.2 | XLF:12.4%;AMZN:21.1%;TSLA:12.7%;BND:12.9%;BRK.B:21.1%;VNQ:19.8% | US:70.0;EU:14.8;APAC:10.4;EM:4.6;Other:0.2 | Value:+0.1;Growth:-0.0;Quality:-0.8;Size:+0.7;Momentum:+0.3;LowVol:-0.6 | NoDerivatives | 5 | 25 | 4.3 | hard 12% | 175 | 33.7 | Bull | 16.9 | 4.47 | 2.8 | 72 | 16 | 55 | 65 | false | Rebalance | Shift +1% to bonds from equity | 14 | 11 | BrokerA | LMT | 88 | null | null | Normal monitoring | 83 | -14 | 80 | 4 | false | Within IPS guidelines |
P8455 | Active | Trust | USD | 2025-06-18 | 500,736 | 39,715 | 461,021 | 1 | 51.8 | 25 | 15.2 | 8 | VTI:33.3%;IEF:33.3%;BRK.B:33.3% | US:68.6;EU:9.0;APAC:10.7;EM:7.3;Other:4.4 | Value:-0.1;Growth:-0.2;Quality:-0.8;Size:+0.2;Momentum:+0.5;LowVol:+0.1 | NoDerivatives | 6 | 35 | 5.2 | hard 12% | 186 | 23.7 | Sideways | 20.5 | 4.48 | 3.3 | 123 | 25 | 64 | 60 | false | Sell | Trim extended winner -1% | 4 | -10 | BrokerD | LMT | 92 | null | null | Normal monitoring | -46 | 10 | 4 | 4 | false | Tighten stops on momentum names |
P8456 | Hands-off | Taxable | USD | 2025-05-30 | 874,545 | 79,949 | 794,596 | 1 | 60.6 | 29.2 | 4.9 | 5.3 | MSFT:17.8%;TLT:16.1%;XLF:16.0%;VTI:15.1%;HYG:14.9%;QQQ:20.1% | US:56.5;EU:17.6;APAC:11.5;EM:10.8;Other:3.6 | Value:-0.8;Growth:-0.4;Quality:+0.8;Size:+0.6;Momentum:+0.5;LowVol:-0.0 | ESGOnly;NoDerivatives | 10 | 25 | 5.2 | trailing 8% | 158 | 15.5 | Bear | 27.7 | 3.82 | 2.3 | 138 | -71 | 7 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | -19 | BrokerC | LMT | 91 | VAR>budget | Reduce | Risk above budget threshold | -57 | -37 | 75 | 4 | false | Tax-aware sells next window |
P8457 | Hands-off | Trust | USD | 2025-08-23 | 573,181 | 55,663 | 517,518 | 1 | 73.3 | 19.2 | 0 | 7.5 | IEF:24.5%;HYG:19.6%;VOO:9.0%;MSFT:22.3%;TSLA:24.5% | US:60.3;EU:18.5;APAC:8.6;EM:9.6;Other:3.0 | Value:-0.0;Growth:+0.5;Quality:-0.3;Size:+0.2;Momentum:+0.8;LowVol:+0.4 | ESGOnly;NoDerivatives | 6 | 25 | 4.9 | hard 10% | 151 | 14.7 | Bear | 30.1 | 4.21 | 1.5 | 207 | 36 | 55 | 92 | true | Rebalance | Rebalance back to target bands | -15 | -16 | BrokerD | VWAP | 96 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 71 | 1 | 210 | 3 | false | Increase defensive factor exposure |
P8458 | Hands-off | IRA | USD | 2025-02-06 | 293,093 | 26,843 | 266,250 | 1 | 67.8 | 24 | 0 | 8.3 | XLF:16.1%;MSFT:24.6%;VNQ:24.6%;QQQ:23.3%;HYG:11.4% | US:68.1;EU:9.6;APAC:14.1;EM:7.5;Other:0.8 | Value:-0.1;Growth:-0.5;Quality:+0.6;Size:+0.6;Momentum:+0.8;LowVol:0.0 | NoDerivatives | 6 | 35 | 5.9 | trailing 8% | 155 | 15 | Bull | 15.4 | 3.53 | 3.1 | 112 | 69 | 82 | 58 | false | Buy | Add to core equity +1% | 35 | -8 | BrokerC | LMT | 100 | null | null | Normal monitoring | -27 | 12 | 79 | 3 | false | Tax-aware sells next window |
P8459 | Hands-off | Roth | USD | 2025-10-12 | 652,514 | 51,316 | 601,198 | 1 | 56.6 | 18 | 16.1 | 9.3 | TSLA:33.3%;AMZN:33.3%;HYG:33.3% | US:57.2;EU:12.4;APAC:13.8;EM:11.7;Other:4.9 | Value:+0.9;Growth:+0.9;Quality:-0.8;Size:+0.1;Momentum:+0.7;LowVol:+0.8 | null | 10 | 35 | 3.8 | trailing 8% | 132 | 15.9 | Bull | 11.6 | 4.81 | 2.7 | 87 | 89 | 98 | 31 | false | Buy | Add to core equity +1% | 19 | -5 | BrokerC | LMT | 95 | null | null | Normal monitoring | 103 | 20 | 210 | 3 | false | Increase defensive factor exposure |
P8460 | Opportunistic | 401k | USD | 2025-08-07 | 771,315 | 68,105 | 703,210 | 1 | 69.2 | 21.2 | 4.1 | 5.4 | VOO:25.0%;IEF:25.0%;XLF:25.0%;AMZN:25.0% | US:60.5;EU:19.1;APAC:6.5;EM:10.6;Other:3.2 | Value:+0.2;Growth:+0.2;Quality:-1.0;Size:0.0;Momentum:-0.3;LowVol:0.0 | NoDerivatives | 8 | 30 | 5.2 | trailing 9% | 255 | 29 | Volatile | 22.2 | 3.94 | 2.8 | 139 | 34 | 62 | 61 | false | Rebalance | Shift +1% to bonds from equity | -15 | 14 | BrokerA | LMT | 86 | null | null | Normal monitoring | 37 | -60 | 100 | 3 | false | Within IPS guidelines |
P8461 | Opportunistic | Trust | USD | 2025-01-21 | 540,027 | 23,820 | 516,207 | 1 | 70.8 | 10.8 | 11.9 | 6.5 | TLT:16.5%;AAPL:21.0%;GLD:20.9%;VNQ:20.5%;BND:21.0% | US:69.2;EU:5.5;APAC:11.3;EM:10.2;Other:3.8 | Value:+0.5;Growth:+0.7;Quality:-0.7;Size:-0.7;Momentum:-0.8;LowVol:+0.9 | MaxPos6% | 10 | 30 | 5.4 | hard 12% | 185 | 28.2 | Sideways | 18 | 4.41 | 2.2 | 125 | 7 | 48 | 63 | false | Sell | Trim extended winner -1% | -6 | -27 | BrokerD | LMT | 93 | null | null | Normal monitoring | -29 | 7 | -32 | 5 | false | Tighten stops on momentum names |
P8462 | Hands-off | Trust | USD | 2024-08-31 | 379,992 | 25,481 | 354,511 | 1 | 56 | 27.4 | 7.7 | 8.9 | IEF:34.5%;VTI:34.5%;XLF:31.0% | US:67.8;EU:11.1;APAC:6.2;EM:11.9;Other:3.0 | Value:+0.4;Growth:-0.9;Quality:+0.8;Size:-0.9;Momentum:+0.9;LowVol:+0.4 | null | 7 | 35 | 4.9 | hard 10% | 101 | 14.2 | Bear | 31.3 | 4.41 | 1 | 173 | -11 | 40 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | -3 | BrokerC | LMT | 95 | VAR>budget | Reduce | Risk above budget threshold | -24 | -47 | 34 | 3 | false | Tighten stops on momentum names |
P8463 | Cautious | Trust | USD | 2025-05-11 | 640,066 | 56,149 | 583,917 | 1 | 36.7 | 42.6 | 9.3 | 11.3 | BRK.B:36.0%;TLT:36.0%;AAPL:28.0% | US:78.0;EU:7.4;APAC:7.6;EM:3.8;Other:3.3 | Value:-0.6;Growth:0.0;Quality:-0.5;Size:+0.6;Momentum:+0.2;LowVol:+1.0 | ESGOnly;NoMargin | 10 | 35 | 3.7 | trailing 8% | 109 | 15.9 | Volatile | 31.1 | 3.67 | 3.1 | 154 | -45 | 36 | 67 | false | Buy | Add to core equity +1% | 16 | -7 | BrokerA | LMT | 86 | null | null | Normal monitoring | 101 | -57 | 66 | 5 | false | Tax-aware sells next window |
P8464 | Cautious | Roth | USD | 2024-10-11 | 492,913 | 69,413 | 423,500 | 1 | 50.4 | 35.8 | 0 | 13.8 | XLF:12.8%;BND:14.4%;IEF:17.5%;AMZN:20.8%;VTI:16.7%;BRK.B:17.8% | US:72.2;EU:7.5;APAC:9.0;EM:5.0;Other:6.3 | Value:+0.8;Growth:-0.9;Quality:-0.6;Size:-0.4;Momentum:+0.4;LowVol:+0.2 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 5.9 | trailing 8% | 109 | 14.1 | Volatile | 24.5 | 5.39 | 3.8 | 172 | 76 | 99 | 57 | false | Rebalance | Shift +1% to bonds from equity | 19 | -33 | BrokerC | LMT | 88 | null | null | Normal monitoring | 72 | 17 | 160 | 3 | false | Tighten stops on momentum names |
P8465 | Cautious | Trust | USD | 2024-12-18 | 191,777 | 24,900 | 166,877 | 1 | 41.2 | 41.9 | 0 | 17 | VOO:18.1%;IEF:16.6%;HYG:23.9%;BRK.B:17.5%;BND:23.9% | US:70.2;EU:7.5;APAC:7.6;EM:11.8;Other:2.9 | Value:-0.8;Growth:+0.4;Quality:+0.5;Size:+0.6;Momentum:+0.6;LowVol:-0.5 | ESGOnly;MaxPos6%;NoMargin | 8 | 35 | 4.5 | trailing 8% | 148 | 19.6 | Bear | 24.6 | 3.95 | 1.2 | 153 | -85 | 20 | 53 | false | Buy | Add to core equity +1% | 11 | -39 | BrokerB | MKT | 93 | null | null | Normal monitoring | -47 | -6 | 30 | 3 | false | Increase defensive factor exposure |
P8466 | Systematic | Taxable | USD | 2025-10-29 | 1,623,723 | 137,144 | 1,486,579 | 1 | 64.5 | 20.1 | 6.7 | 8.6 | TSLA:35.6%;BRK.B:35.6%;BND:28.7% | US:66.7;EU:13.5;APAC:9.2;EM:6.8;Other:3.7 | Value:-0.2;Growth:+0.5;Quality:-0.7;Size:-0.3;Momentum:+0.6;LowVol:+0.3 | NoDerivatives | 10 | 30 | 4.5 | trailing 8% | 212 | 20.6 | Volatile | 23.2 | 5.16 | 2.2 | 127 | -46 | 21 | 55 | false | Buy | Add to core equity +1% | 35 | -39 | BrokerD | VWAP | 88 | null | null | Normal monitoring | 87 | -50 | 120 | 4 | false | Tax-aware sells next window |
P8467 | Cautious | Trust | USD | 2025-10-07 | 388,391 | 60,696 | 327,695 | 1 | 51 | 33.5 | 1.5 | 14 | HYG:12.2%;VNQ:23.1%;XLF:23.1%;QQQ:23.1%;VTI:18.5% | US:59.5;EU:10.0;APAC:11.8;EM:13.8;Other:4.9 | Value:+1.0;Growth:-0.5;Quality:0.0;Size:+0.6;Momentum:-0.6;LowVol:+0.9 | ESGOnly;NoMargin | 8 | 35 | 3.5 | trailing 8% | 153 | 19.1 | Bull | 12.6 | 3.54 | 2.3 | 99 | 4 | 51 | 31 | false | Rebalance | Shift +1% to bonds from equity | -5 | -9 | BrokerB | MKT | 98 | null | null | Normal monitoring | 41 | -40 | 32 | 4 | false | Tighten stops on momentum names |
P8468 | Active | Roth | USD | 2024-11-21 | 1,257,688 | 145,480 | 1,112,208 | 1 | 60.9 | 20.7 | 12 | 6.4 | XLF:13.9%;TLT:24.9%;MUB:24.9%;TSLA:11.3%;QQQ:24.9% | US:64.3;EU:13.0;APAC:13.1;EM:8.3;Other:1.3 | Value:+0.3;Growth:-0.6;Quality:-0.1;Size:0.0;Momentum:-0.3;LowVol:-0.8 | MaxPos8% | 7 | 35 | 4.7 | trailing 8% | 164 | 25.1 | Sideways | 19.6 | 4.76 | 3.4 | 138 | 40 | 80 | 54 | false | Buy | Add to core equity +1% | 7 | 9 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 99 | -59 | 214 | 4 | false | Tax-aware sells next window |
P8469 | Active | Taxable | USD | 2025-08-05 | 673,421 | 47,899 | 625,522 | 1 | 59.8 | 26 | 8.1 | 6.1 | MUB:28.3%;TLT:28.3%;VOO:15.1%;VNQ:28.3% | US:69.0;EU:17.7;APAC:8.2;EM:3.8;Other:1.3 | Value:+0.3;Growth:0.0;Quality:-0.1;Size:-0.8;Momentum:+1.0;LowVol:+1.0 | MaxPos5% | 5 | 25 | 6 | trailing 8% | 141 | 16 | Bull | 14.8 | 3.92 | 2.1 | 103 | 45 | 64 | 48 | false | Rebalance | Shift +1% to bonds from equity | -11 | 4 | BrokerB | MKT | 93 | null | null | Normal monitoring | 3 | 19 | 45 | 5 | false | Within IPS guidelines |
P8470 | Hands-off | Taxable | USD | 2025-06-02 | 183,467 | 10,088 | 173,379 | 1 | 64.9 | 26.8 | 0 | 8.3 | QQQ:29.3%;GLD:35.3%;TSLA:35.3% | US:70.1;EU:7.1;APAC:12.2;EM:8.6;Other:1.9 | Value:-0.6;Growth:-0.5;Quality:+0.3;Size:-0.8;Momentum:+0.3;LowVol:+0.1 | null | 6 | 30 | 3.2 | trailing 8% | 119 | 12.7 | Bull | 13.3 | 3.53 | 2.5 | 96 | 4 | 39 | 51 | false | Rebalance | Shift +1% to bonds from equity | -6 | 3 | BrokerB | MKT | 100 | null | null | Normal monitoring | 25 | 13 | 113 | 3 | false | Monitor dispersion and breadth |
P8471 | Active | Roth | USD | 2025-01-13 | 1,457,580 | 121,929 | 1,335,651 | 1 | 52.3 | 22.7 | 16.2 | 8.8 | QQQ:26.8%;TLT:26.8%;BRK.B:26.8%;MUB:19.6% | US:65.2;EU:7.5;APAC:16.9;EM:8.9;Other:1.6 | Value:-0.0;Growth:-0.3;Quality:+0.2;Size:-0.9;Momentum:-0.9;LowVol:-0.9 | null | 8 | 25 | 4.9 | hard 12% | 149 | 23.5 | Volatile | 21.5 | 4.09 | 3.8 | 147 | -55 | 23 | 48 | true | Reduce | Cut high-beta by 2-3%, add cash | 11 | -2 | BrokerD | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -37 | 19 | -30 | 3 | false | Within IPS guidelines |
P8472 | Active | Trust | USD | 2025-09-02 | 2,233,001 | 203,068 | 2,029,933 | 1 | 61.3 | 28.3 | 2 | 8.4 | BRK.B:13.9%;XLF:12.5%;AMZN:22.5%;GLD:25.5%;TSLA:25.5% | US:63.5;EU:13.5;APAC:13.1;EM:7.4;Other:2.4 | Value:+0.3;Growth:-0.1;Quality:+0.6;Size:+0.7;Momentum:-0.6;LowVol:+0.5 | null | 7 | 35 | 4.7 | hard 12% | 202 | 26.6 | Bear | 33 | 3.44 | 2.6 | 206 | -9 | 57 | 81 | true | Hedge | Buy index puts 1% notional | -1 | -40 | BrokerC | MKT | 95 | VAR>budget | Reduce | Risk above budget threshold | 73 | 9 | 134 | 4 | false | Tax-aware sells next window |
P8473 | Opportunistic | IRA | USD | 2024-12-09 | 1,335,897 | 103,885 | 1,232,012 | 1.06 | 67.3 | 11 | 13.8 | 7.9 | MSFT:17.5%;BND:15.3%;XLF:18.2%;MUB:19.1%;VNQ:9.1%;AAPL:20.8% | US:68.6;EU:8.3;APAC:11.4;EM:9.7;Other:1.9 | Value:+0.6;Growth:-0.6;Quality:+0.4;Size:+0.2;Momentum:-0.4;LowVol:-0.9 | MaxPos7% | 5 | 30 | 5.6 | trailing 9% | 199 | 21.4 | Bull | 12.8 | 4.64 | 2.3 | 81 | 91 | 100 | 54 | false | Buy | Add to core equity +1% | 34 | 9 | BrokerC | MKT | 93 | null | null | Normal monitoring | 104 | 6 | 132 | 4 | false | Tighten stops on momentum names |
P8474 | Cautious | Trust | USD | 2025-08-22 | 388,653 | 56,185 | 332,468 | 1 | 46.6 | 39.4 | 0 | 14.1 | GLD:22.1%;TSLA:22.1%;AAPL:7.5%;AMZN:14.3%;VOO:11.9%;MUB:22.1% | US:68.7;EU:7.5;APAC:10.4;EM:6.6;Other:6.7 | Value:-0.1;Growth:+1.0;Quality:-0.4;Size:+0.3;Momentum:+0.2;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 4 | trailing 10% | 93 | 19.9 | Volatile | 25.8 | 4.51 | 4.3 | 134 | 25 | 49 | 63 | false | Rebalance | Shift +1% to bonds from equity | -10 | -3 | BrokerD | MKT | 90 | null | null | Normal monitoring | -57 | 17 | 13 | 5 | false | Increase defensive factor exposure |
P8475 | Cautious | IRA | USD | 2025-05-19 | 443,053 | 68,965 | 374,088 | 1 | 37 | 37.7 | 9.3 | 16 | XLF:19.1%;VOO:18.6%;AMZN:18.5%;QQQ:21.9%;GLD:21.9% | US:69.3;EU:6.6;APAC:13.5;EM:9.9;Other:0.7 | Value:-0.5;Growth:+0.8;Quality:-0.7;Size:+1.0;Momentum:-0.9;LowVol:+0.4 | NoDerivatives;NoMargin | 8 | 30 | 4.3 | trailing 8% | 125 | 15.9 | Bull | 11.5 | 4.51 | 2.8 | 101 | 59 | 72 | 31 | false | Sell | Trim extended winner -1% | -10 | -31 | BrokerA | LMT | 97 | null | null | Normal monitoring | -59 | -39 | -53 | 4 | false | Tax-aware sells next window |
P8476 | Systematic | Taxable | USD | 2025-07-24 | 1,256,921 | 93,453 | 1,163,468 | 1 | 61.8 | 28.4 | 0 | 9.7 | HYG:23.4%;VOO:11.1%;QQQ:23.4%;TSLA:18.7%;MSFT:23.4% | US:70.3;EU:7.3;APAC:13.4;EM:8.6;Other:0.3 | Value:-0.5;Growth:-0.2;Quality:-0.5;Size:-1.0;Momentum:-0.8;LowVol:+0.3 | MaxPos7% | 10 | 25 | 4.4 | trailing 8% | 172 | 24.5 | Bull | 14.3 | 3.71 | 3.1 | 81 | 58 | 89 | 50 | true | Hedge | Buy index puts 1% notional | 9 | -34 | BrokerD | MKT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 48 | -51 | 102 | 5 | false | Tax-aware sells next window |
P8477 | Active | Trust | USD | 2025-01-29 | 1,003,226 | 115,333 | 887,893 | 1 | 50.6 | 19.4 | 23.2 | 6.9 | MUB:19.4%;AAPL:14.8%;VNQ:17.2%;BRK.B:24.4%;TLT:24.2% | US:63.4;EU:13.5;APAC:13.6;EM:8.1;Other:1.3 | Value:-0.3;Growth:+0.8;Quality:+0.3;Size:+1.0;Momentum:-0.8;LowVol:-0.8 | null | 5 | 25 | 5.7 | trailing 9% | 161 | 16.3 | Volatile | 27.6 | 5.14 | 3.7 | 137 | 6 | 52 | 74 | true | Hedge | Buy index puts 1% notional | -10 | -22 | BrokerC | LMT | 100 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 120 | -58 | 224 | 2 | false | Tighten stops on momentum names |
P8478 | Cautious | Taxable | USD | 2024-09-21 | 788,038 | 102,614 | 685,424 | 1 | 38.9 | 43.6 | 3.7 | 13.8 | MUB:16.2%;AMZN:11.3%;AAPL:11.3%;VOO:22.1%;VNQ:17.0%;IEF:22.1% | US:73.4;EU:7.1;APAC:11.9;EM:5.5;Other:2.1 | Value:+0.5;Growth:-0.3;Quality:+0.9;Size:-1.0;Momentum:-0.5;LowVol:-1.0 | MaxPos6%;NoDerivatives;NoMargin | 8 | 25 | 4.4 | trailing 8% | 132 | 16.7 | Volatile | 30.7 | 4.17 | 2.7 | 158 | 62 | 82 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 32 | -29 | BrokerA | LMT | 98 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 17 | -43 | 74 | 4 | false | Tighten stops on momentum names |
P8479 | Opportunistic | IRA | USD | 2025-08-08 | 703,507 | 55,715 | 647,792 | 1 | 63.2 | 13.3 | 18.3 | 5.2 | QQQ:11.9%;MSFT:10.4%;TLT:15.3%;GLD:20.8%;AAPL:20.8%;BND:20.8% | US:62.8;EU:17.9;APAC:14.9;EM:3.7;Other:0.7 | Value:+0.1;Growth:-0.3;Quality:+0.5;Size:-0.9;Momentum:-0.0;LowVol:+0.4 | NoDerivatives | 6 | 25 | 4.9 | trailing 7% | 267 | 30 | Volatile | 29.2 | 4.6 | 3.7 | 157 | -27 | 42 | 77 | true | Hedge | Buy index puts 1% notional | -2 | -18 | BrokerB | MKT | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 33 | -7 | 87 | 3 | false | Within IPS guidelines |
P8480 | Hands-off | Roth | USD | 2024-11-28 | 212,921 | 15,446 | 197,475 | 1 | 67.3 | 15.1 | 8.8 | 8.7 | TSLA:33.3%;HYG:33.3%;TLT:33.3% | US:67.9;EU:7.4;APAC:13.6;EM:9.9;Other:1.3 | Value:+0.1;Growth:+0.7;Quality:+0.5;Size:-0.9;Momentum:-0.0;LowVol:+1.0 | ESGOnly | 5 | 35 | 4.3 | hard 10% | 98 | 14.1 | Bull | 12.2 | 4.87 | 2.5 | 77 | 31 | 66 | 42 | false | Buy | Add to core equity +1% | 15 | 9 | BrokerC | LMT | 93 | null | null | Normal monitoring | 51 | -56 | 25 | 3 | false | Increase defensive factor exposure |
P8481 | Cautious | Roth | USD | 2025-10-13 | 557,299 | 73,244 | 484,055 | 1 | 46.5 | 31.9 | 3.6 | 18 | QQQ:19.1%;MSFT:13.7%;BRK.B:9.2%;HYG:21.7%;BND:17.1%;TSLA:19.2% | US:70.9;EU:9.6;APAC:9.4;EM:9.3;Other:0.9 | Value:+0.4;Growth:-0.5;Quality:+0.9;Size:+0.6;Momentum:+0.5;LowVol:+0.1 | ESGOnly;NoMargin | 5 | 35 | 4.9 | trailing 8% | 107 | 19.1 | Bear | 22.2 | 3.71 | 2.6 | 156 | 2 | 39 | 60 | false | Buy | Add to core equity +1% | 5 | -35 | BrokerC | LMT | 85 | null | null | Normal monitoring | 45 | -33 | 52 | 5 | false | Tax-aware sells next window |
P8482 | Active | Trust | USD | 2025-10-02 | 914,193 | 76,783 | 837,410 | 1 | 60.7 | 22.7 | 11.1 | 5.4 | TLT:25.9%;HYG:25.9%;XLF:22.4%;VTI:25.9% | US:63.4;EU:14.3;APAC:12.7;EM:9.0;Other:0.6 | Value:+0.6;Growth:+0.5;Quality:-1.0;Size:-0.7;Momentum:-0.5;LowVol:-0.6 | null | 10 | 25 | 5.2 | hard 12% | 153 | 20.9 | Sideways | 15.2 | 4.84 | 3 | 118 | -8 | 60 | 55 | false | Hedge | Add TLT +1% as duration hedge | -6 | 13 | BrokerC | LMT | 87 | null | null | Normal monitoring | -38 | -46 | 73 | 3 | false | Tighten stops on momentum names |
P8483 | Hands-off | Taxable | USD | 2025-05-03 | 788,215 | 63,718 | 724,497 | 1 | 70.3 | 15.9 | 5.4 | 8.4 | BRK.B:13.1%;GLD:19.6%;AAPL:20.0%;HYG:10.7%;QQQ:20.9%;AMZN:15.8% | US:63.6;EU:17.2;APAC:10.7;EM:4.4;Other:4.1 | Value:+0.1;Growth:+0.7;Quality:0.0;Size:+0.1;Momentum:+1.0;LowVol:+0.4 | ESGOnly | 6 | 25 | 3.9 | hard 10% | 134 | 19.6 | Sideways | 19.9 | 4.06 | 3.5 | 135 | 43 | 83 | 57 | false | Hedge | Add TLT +1% as duration hedge | 10 | -26 | BrokerA | LMT | 91 | null | null | Normal monitoring | 116 | 12 | 148 | 5 | false | Within IPS guidelines |
P8484 | Systematic | Roth | USD | 2025-06-13 | 1,406,167 | 86,645 | 1,319,522 | 1 | 56.8 | 30.1 | 7 | 6 | MSFT:24.5%;TLT:16.6%;MUB:24.5%;VNQ:24.5%;AMZN:9.8% | US:67.7;EU:12.1;APAC:10.3;EM:8.3;Other:1.6 | Value:+0.5;Growth:-0.9;Quality:+0.3;Size:+0.4;Momentum:-0.2;LowVol:-0.4 | null | 8 | 25 | 5.7 | trailing 9% | 225 | 26.9 | Bull | 16.6 | 3.81 | 2.3 | 108 | 84 | 99 | 54 | false | Rebalance | Shift +1% to bonds from equity | -7 | -20 | BrokerC | MKT | 96 | null | null | Normal monitoring | 117 | 16 | 139 | 3 | false | Tax-aware sells next window |
P8485 | Cautious | Trust | USD | 2025-11-15 | 654,508 | 93,705 | 560,803 | 1 | 48.4 | 37.2 | 0 | 14.4 | AAPL:14.0%;XLF:22.5%;VNQ:22.5%;BRK.B:18.6%;AMZN:22.5% | US:64.3;EU:14.2;APAC:10.4;EM:7.9;Other:3.2 | Value:-0.8;Growth:-0.4;Quality:+0.7;Size:-0.7;Momentum:-0.3;LowVol:+0.7 | ESGOnly;MaxPos7%;NoMargin | 5 | 35 | 4.9 | hard 10% | 164 | 17.8 | Bull | 12.3 | 3.72 | 3.4 | 90 | 25 | 75 | 42 | false | Sell | Trim extended winner -1% | 13 | -8 | BrokerC | VWAP | 98 | null | null | Normal monitoring | -21 | -46 | 119 | 5 | false | Increase defensive factor exposure |
P8486 | Opportunistic | 401k | USD | 2025-02-15 | 591,377 | 45,583 | 545,794 | 1 | 67.6 | 20.7 | 7.4 | 4.2 | XLF:17.9%;BND:20.8%;TSLA:9.7%;VNQ:20.8%;HYG:16.1%;TLT:14.8% | US:61.6;EU:18.4;APAC:9.1;EM:10.8;Other:0.2 | Value:-0.7;Growth:-0.9;Quality:+0.3;Size:-0.7;Momentum:+0.4;LowVol:-0.8 | NoDerivatives | 7 | 35 | 6.2 | trailing 9% | 236 | 20.8 | Bull | 13.8 | 4.99 | 3.2 | 115 | 8 | 63 | 54 | false | Rebalance | Shift +1% to bonds from equity | -12 | -10 | BrokerC | MKT | 94 | null | null | Normal monitoring | -44 | 19 | 61 | 5 | false | Within IPS guidelines |
P8487 | Active | Trust | USD | 2025-11-06 | 2,376,610 | 201,824 | 2,174,786 | 1 | 69.4 | 22.3 | 2.6 | 5.8 | VOO:18.1%;VTI:27.3%;AAPL:27.3%;MUB:27.3% | US:50.9;EU:18.0;APAC:14.8;EM:11.2;Other:5.0 | Value:+0.9;Growth:-0.1;Quality:-0.7;Size:-1.0;Momentum:-0.3;LowVol:-0.6 | null | 6 | 25 | 4.2 | trailing 8% | 160 | 21.4 | Bull | 17.9 | 4.08 | 3.3 | 119 | 3 | 39 | 64 | false | Buy | Add to core equity +1% | 2 | 7 | BrokerD | LMT | 96 | null | null | Normal monitoring | 15 | -55 | 42 | 4 | false | Increase defensive factor exposure |
P8488 | Hands-off | Taxable | USD | 2025-08-20 | 397,595 | 28,597 | 368,998 | 1 | 62.5 | 16.2 | 14.3 | 7 | QQQ:19.4%;TLT:22.7%;TSLA:22.7%;HYG:12.9%;XLF:10.7%;GLD:11.5% | US:69.4;EU:8.6;APAC:10.2;EM:7.4;Other:4.4 | Value:-1.0;Growth:-0.2;Quality:+0.2;Size:-1.0;Momentum:-0.3;LowVol:+0.5 | ESGOnly | 6 | 25 | 5.7 | trailing 8% | 131 | 19.3 | Bull | 16 | 4.33 | 2.1 | 106 | 4 | 38 | 57 | false | NoAction | Within bands; monitor | 14 | -35 | BrokerB | LMT | 86 | null | null | Normal monitoring | 113 | 10 | 210 | 4 | false | Within IPS guidelines |
P8489 | Cautious | 401k | USD | 2025-03-27 | 627,367 | 82,614 | 544,753 | 1 | 52.7 | 30.3 | 0.3 | 16.7 | AAPL:21.9%;HYG:22.4%;MSFT:19.9%;TLT:22.4%;VTI:13.4% | US:66.1;EU:6.7;APAC:17.2;EM:4.1;Other:5.9 | Value:+0.8;Growth:+0.6;Quality:+0.1;Size:+0.6;Momentum:-0.6;LowVol:+0.7 | ESGOnly;NoMargin | 6 | 35 | 5.9 | hard 10% | 163 | 15.7 | Bull | 17.9 | 4.13 | 3.1 | 115 | 51 | 74 | 54 | false | Buy | Add to core equity +1% | 15 | 5 | BrokerA | LMT | 100 | null | null | Normal monitoring | 28 | -1 | 97 | 5 | false | Tighten stops on momentum names |
P8490 | Cautious | Trust | USD | 2025-05-11 | 823,935 | 113,872 | 710,063 | 1 | 44.3 | 31.3 | 8.5 | 15.9 | XLF:25.3%;TLT:24.2%;VTI:25.3%;GLD:25.3% | US:74.2;EU:10.4;APAC:5.2;EM:8.1;Other:2.1 | Value:-0.6;Growth:+0.3;Quality:-0.0;Size:+0.7;Momentum:+0.3;LowVol:+0.5 | ESGOnly;MaxPos6%;NoMargin | 6 | 25 | 3.9 | trailing 10% | 119 | 17.1 | Sideways | 20.7 | 4.17 | 2.5 | 118 | 45 | 62 | 50 | true | Hedge | Buy index puts 1% notional | -14 | -31 | BrokerC | MKT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 29 | 5 | 27 | 3 | true | Monitor dispersion and breadth |
P8491 | Active | IRA | USD | 2025-08-28 | 647,693 | 65,777 | 581,916 | 1 | 62.7 | 30.5 | 0 | 6.8 | XLF:34.4%;VOO:31.1%;AAPL:34.4% | US:67.8;EU:16.7;APAC:7.6;EM:4.6;Other:3.3 | Value:+0.6;Growth:+0.1;Quality:+0.4;Size:+0.1;Momentum:-1.0;LowVol:+0.7 | MaxPos8% | 8 | 25 | 5.8 | trailing 8% | 120 | 21.4 | Bull | 11.2 | 3.89 | 3.1 | 114 | 59 | 75 | 43 | false | Rebalance | Shift +1% to bonds from equity | 23 | -40 | BrokerA | MKT | 85 | null | null | Normal monitoring | -52 | -17 | 79 | 4 | false | Tighten stops on momentum names |
P8492 | Hands-off | Trust | USD | 2024-08-10 | 870,736 | 42,253 | 828,483 | 1 | 63.3 | 21.7 | 7.9 | 7.2 | QQQ:33.3%;VOO:33.3%;VNQ:33.3% | US:63.1;EU:12.1;APAC:12.8;EM:11.6;Other:0.4 | Value:-0.4;Growth:-0.3;Quality:+0.2;Size:0.0;Momentum:-0.1;LowVol:-0.7 | MaxPos5% | 5 | 35 | 5.2 | trailing 8% | 117 | 18.2 | Bear | 30 | 4.36 | 1.6 | 157 | -90 | 19 | 87 | true | Rebalance | Rebalance back to target bands | 22 | -24 | BrokerD | LMT | 97 | VAR>budget | Reduce | Risk above budget threshold | 12 | -53 | 113 | 4 | false | Tighten stops on momentum names |
P8493 | Hands-off | IRA | USD | 2024-12-05 | 803,142 | 34,439 | 768,703 | 1 | 68.8 | 15.8 | 6.4 | 9.1 | VOO:27.1%;MUB:26.4%;QQQ:19.3%;VNQ:27.1% | US:62.4;EU:16.0;APAC:6.7;EM:10.3;Other:4.6 | Value:-0.2;Growth:+0.4;Quality:+0.7;Size:+0.1;Momentum:-0.9;LowVol:+0.1 | null | 5 | 30 | 5 | hard 10% | 144 | 14 | Volatile | 20.6 | 4.97 | 3.9 | 119 | 80 | 100 | 72 | true | Hedge | Buy index puts 1% notional | 15 | -35 | BrokerC | LMT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -49 | -27 | 42 | 4 | false | Monitor dispersion and breadth |
P8494 | Systematic | Roth | USD | 2025-09-11 | 1,368,596 | 100,736 | 1,267,860 | 1 | 55 | 35 | 3.1 | 6.9 | IEF:20.8%;VNQ:17.0%;TSLA:17.4%;BND:12.4%;VTI:17.9%;QQQ:14.4% | US:59.6;EU:16.2;APAC:12.2;EM:8.5;Other:3.5 | Value:+0.2;Growth:+0.5;Quality:-0.4;Size:+0.6;Momentum:-0.4;LowVol:-1.0 | null | 10 | 30 | 5.2 | trailing 8% | 216 | 21.9 | Volatile | 30.6 | 3.72 | 3.9 | 157 | 72 | 81 | 77 | true | Hedge | Buy index puts 1% notional | 18 | -23 | BrokerB | MKT | 88 | VAR>budget | TightenStops | Risk above budget threshold | -3 | -5 | 54 | 3 | false | Tax-aware sells next window |
P8495 | Hands-off | IRA | USD | 2025-07-12 | 561,854 | 54,332 | 507,522 | 1 | 66.4 | 27 | 0 | 6.6 | XLF:26.1%;MSFT:26.1%;VOO:26.1%;IEF:21.8% | US:67.6;EU:9.6;APAC:13.1;EM:8.1;Other:1.6 | Value:-0.8;Growth:+0.6;Quality:-0.1;Size:-0.4;Momentum:+0.9;LowVol:-0.9 | null | 6 | 30 | 4.4 | trailing 8% | 140 | 18.8 | Sideways | 15.9 | 3.9 | 2.4 | 116 | 24 | 59 | 48 | false | Sell | Trim extended winner -1% | 26 | -28 | BrokerB | MKT | 95 | null | null | Normal monitoring | 81 | -48 | 65 | 3 | false | Tax-aware sells next window |
P8496 | Active | Trust | USD | 2025-02-25 | 2,094,638 | 151,906 | 1,942,732 | 1 | 62.2 | 23.7 | 4.4 | 9.7 | AAPL:33.3%;MUB:33.3%;VNQ:33.3% | US:66.1;EU:10.9;APAC:10.2;EM:12.3;Other:0.5 | Value:-0.6;Growth:+0.8;Quality:+0.9;Size:-0.5;Momentum:-0.1;LowVol:-0.4 | NoDerivatives | 10 | 35 | 5.1 | trailing 8% | 214 | 17.1 | Bull | 13.2 | 4.27 | 3.1 | 90 | 95 | 100 | 51 | false | Buy | Add to core equity +1% | -13 | 11 | BrokerA | MKT | 89 | null | null | Normal monitoring | 52 | -51 | 103 | 5 | false | Monitor dispersion and breadth |
P8497 | Cautious | IRA | USD | 2025-01-03 | 320,750 | 40,137 | 280,613 | 1 | 43 | 35.1 | 11.7 | 10.2 | AAPL:33.3%;MUB:33.3%;VNQ:33.3% | US:71.2;EU:8.0;APAC:7.8;EM:7.5;Other:5.4 | Value:-0.1;Growth:+0.8;Quality:-0.9;Size:+0.2;Momentum:-0.3;LowVol:-0.3 | NoMargin | 6 | 35 | 4.4 | trailing 8% | 115 | 14.1 | Bull | 14.7 | 4.37 | 3.1 | 85 | 15 | 52 | 43 | false | Buy | Add to core equity +1% | 13 | -18 | BrokerA | LMT | 88 | null | null | Normal monitoring | -14 | -54 | 112 | 5 | false | Within IPS guidelines |
P8498 | Opportunistic | 401k | USD | 2025-06-21 | 1,473,530 | 65,231 | 1,408,299 | 1 | 67.8 | 14.9 | 13.1 | 4.2 | HYG:27.6%;TLT:27.6%;TSLA:17.1%;MUB:27.6% | US:69.7;EU:6.6;APAC:6.9;EM:11.8;Other:5.1 | Value:+0.1;Growth:-0.2;Quality:+0.9;Size:+0.7;Momentum:-0.3;LowVol:0.0 | MaxPos6% | 6 | 25 | 5.2 | hard 12% | 239 | 29.4 | Sideways | 17.1 | 4.06 | 2.3 | 92 | -27 | 26 | 50 | false | Rebalance | Shift +1% to bonds from equity | 18 | 15 | BrokerD | MKT | 89 | null | null | Normal monitoring | 53 | -39 | 112 | 4 | false | Increase defensive factor exposure |
P8499 | Hands-off | 401k | USD | 2025-10-21 | 666,630 | 48,810 | 617,820 | 1 | 63.9 | 23.6 | 3 | 9.4 | AMZN:21.7%;VNQ:21.7%;TLT:15.5%;AAPL:19.3%;MUB:21.7% | US:75.4;EU:5.4;APAC:9.7;EM:7.7;Other:1.8 | Value:-1.0;Growth:-1.0;Quality:-0.3;Size:+0.5;Momentum:-0.1;LowVol:+0.5 | ESGOnly | 8 | 25 | 5.1 | trailing 10% | 154 | 12.9 | Bull | 15.6 | 3.7 | 2.2 | 72 | 63 | 72 | 40 | false | NoAction | Within bands; monitor | -2 | -40 | BrokerA | VWAP | 98 | null | null | Normal monitoring | -50 | -35 | 52 | 3 | false | Monitor dispersion and breadth |
P8500 | Systematic | Trust | USD | 2025-01-12 | 727,763 | 42,950 | 684,813 | 1 | 62.6 | 31.4 | 0 | 6 | VOO:19.9%;VNQ:9.5%;IEF:8.0%;MSFT:21.2%;XLF:21.2%;GLD:20.3% | US:68.2;EU:9.3;APAC:11.2;EM:7.6;Other:3.8 | Value:-0.3;Growth:-1.0;Quality:+0.8;Size:+1.0;Momentum:+0.3;LowVol:+0.4 | NoDerivatives | 7 | 25 | 5.5 | trailing 8% | 127 | 27.2 | Volatile | 29.5 | 5.06 | 2.9 | 111 | 11 | 40 | 86 | true | Hedge | Buy index puts 1% notional | 17 | 5 | BrokerA | LMT | 85 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 91 | -13 | 149 | 2 | false | Tighten stops on momentum names |
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