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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8801 | Systematic | 401k | USD | 2024-08-30 | 1,224,579 | 89,471 | 1,135,108 | 1 | 65.3 | 24.8 | 1.4 | 8.5 | TLT:12.8%;GLD:20.9%;VNQ:11.6%;TSLA:20.9%;QQQ:19.7%;MUB:14.0% | US:63.5;EU:14.7;APAC:13.0;EM:7.5;Other:1.3 | Value:-0.2;Growth:-0.8;Quality:-0.5;Size:-0.7;Momentum:-0.7;LowVol:+0.8 | MaxPos8% | 10 | 25 | 4.7 | trailing 9% | 179 | 17.8 | Bull | 16 | 4.96 | 2.8 | 86 | 9 | 60 | 45 | false | Rebalance | Shift +1% to bonds from equity | -11 | -1 | BrokerB | LMT | 100 | null | null | Normal monitoring | 92 | -28 | 153 | 3 | false | Tighten stops on momentum names |
P8802 | Active | IRA | USD | 2024-10-14 | 1,776,468 | 138,810 | 1,637,658 | 1.11 | 58.6 | 18.7 | 17.2 | 5.6 | XLF:26.0%;QQQ:28.6%;AMZN:16.7%;VOO:28.6% | US:73.1;EU:5.7;APAC:5.5;EM:12.3;Other:3.3 | Value:+0.6;Growth:+0.9;Quality:0.0;Size:-0.3;Momentum:+0.5;LowVol:-0.2 | MaxPos6% | 6 | 35 | 5.3 | trailing 8% | 130 | 21.9 | Bull | 16.6 | 4.54 | 3.3 | 73 | 58 | 93 | 47 | false | Sell | Trim extended winner -1% | 25 | 2 | BrokerD | MKT | 93 | null | null | Normal monitoring | 78 | -33 | 81 | 3 | false | Within IPS guidelines |
P8803 | Hands-off | Trust | USD | 2025-01-01 | 696,534 | 48,607 | 647,927 | 1 | 61.4 | 21.3 | 11.1 | 6.2 | TLT:22.2%;VNQ:25.9%;HYG:25.9%;MSFT:25.9% | US:68.1;EU:16.9;APAC:8.1;EM:4.5;Other:2.4 | Value:0.0;Growth:+0.8;Quality:+0.3;Size:+0.7;Momentum:-0.8;LowVol:+0.7 | null | 7 | 35 | 4.7 | trailing 8% | 148 | 14.9 | Sideways | 21.6 | 3.58 | 3.2 | 116 | 40 | 64 | 56 | false | Sell | Trim extended winner -1% | -6 | -9 | BrokerC | LMT | 93 | null | null | Normal monitoring | 6 | 17 | 137 | 4 | false | Within IPS guidelines |
P8804 | Active | 401k | USD | 2025-10-04 | 2,226,511 | 245,932 | 1,980,579 | 1 | 52 | 19.8 | 20.6 | 7.6 | BND:7.8%;MSFT:10.2%;BRK.B:22.2%;QQQ:22.2%;AAPL:15.7%;TSLA:22.0% | US:61.0;EU:18.3;APAC:11.5;EM:6.7;Other:2.5 | Value:-0.1;Growth:-0.1;Quality:+0.4;Size:+0.9;Momentum:+0.6;LowVol:+0.1 | MaxPos5% | 7 | 30 | 5.6 | hard 12% | 173 | 17.4 | Bear | 31.3 | 3.61 | 1.8 | 158 | 35 | 80 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 4 | -35 | BrokerD | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 53 | -19 | 177 | 5 | false | Tighten stops on momentum names |
P8805 | Cautious | Taxable | USD | 2025-11-15 | 313,517 | 28,394 | 285,123 | 1 | 41.8 | 42.4 | 0.7 | 15.1 | GLD:20.3%;BRK.B:11.8%;IEF:15.4%;MSFT:20.3%;TLT:20.3%;VNQ:11.9% | US:62.3;EU:14.9;APAC:16.1;EM:5.1;Other:1.5 | Value:-0.9;Growth:-0.5;Quality:-0.7;Size:-0.4;Momentum:+0.5;LowVol:-0.9 | NoDerivatives;NoMargin | 5 | 30 | 4.4 | trailing 10% | 93 | 15.5 | Volatile | 23.6 | 4.16 | 2.6 | 171 | 60 | 81 | 58 | false | Rebalance | Shift +1% to bonds from equity | 1 | 5 | BrokerC | VWAP | 89 | null | null | Normal monitoring | 66 | -43 | 173 | 3 | false | Tax-aware sells next window |
P8806 | Opportunistic | Roth | USD | 2024-09-06 | 1,312,752 | 66,837 | 1,245,915 | 1 | 64.2 | 21.1 | 6.8 | 8 | VOO:33.3%;BND:33.3%;VTI:33.3% | US:60.3;EU:19.0;APAC:8.6;EM:7.4;Other:4.8 | Value:-0.1;Growth:-0.2;Quality:+0.2;Size:-0.4;Momentum:-0.5;LowVol:+0.7 | null | 6 | 30 | 6.1 | hard 12% | 185 | 33 | Sideways | 16.6 | 5 | 3.3 | 101 | 54 | 81 | 41 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | -33 | BrokerA | LMT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -46 | -27 | -48 | 4 | false | Within IPS guidelines |
P8807 | Systematic | Roth | USD | 2024-08-19 | 1,763,181 | 96,084 | 1,667,097 | 1 | 63.8 | 27.1 | 0 | 9.1 | BRK.B:33.3%;AAPL:33.3%;IEF:33.3% | US:60.3;EU:13.5;APAC:11.2;EM:10.1;Other:4.8 | Value:-1.0;Growth:+0.3;Quality:-0.0;Size:-0.5;Momentum:-0.4;LowVol:+0.5 | MaxPos6%;NoDerivatives | 7 | 30 | 4.1 | hard 12% | 204 | 22.7 | Bear | 34.8 | 4.11 | 1.9 | 191 | -31 | 25 | 81 | true | Rebalance | Rebalance back to target bands | -12 | 1 | BrokerA | LMT | 90 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -51 | -37 | 80 | 5 | false | Tighten stops on momentum names |
P8808 | Opportunistic | IRA | USD | 2024-09-19 | 1,045,991 | 36,094 | 1,009,897 | 1 | 67.3 | 11.3 | 12.5 | 8.9 | AMZN:33.3%;VNQ:33.3%;GLD:33.3% | US:70.9;EU:7.6;APAC:10.0;EM:7.1;Other:4.4 | Value:-0.1;Growth:-0.4;Quality:+0.8;Size:+0.4;Momentum:+0.7;LowVol:+0.3 | MaxPos8%;NoDerivatives | 7 | 25 | 4.7 | hard 12% | 266 | 31.4 | Volatile | 20 | 4.69 | 2.7 | 143 | 25 | 59 | 61 | false | Buy | Add to core equity +1% | 30 | -11 | BrokerD | MKT | 99 | null | null | Normal monitoring | 76 | -50 | 135 | 4 | false | Tax-aware sells next window |
P8809 | Active | Trust | USD | 2025-12-12 | 1,653,511 | 118,560 | 1,534,951 | 1.14 | 60.1 | 19.7 | 14.4 | 5.8 | QQQ:22.3%;MSFT:8.5%;VOO:9.6%;TSLA:22.3%;AMZN:22.3%;BND:15.0% | US:68.9;EU:7.1;APAC:13.9;EM:6.0;Other:4.1 | Value:-0.1;Growth:+0.4;Quality:-0.7;Size:+0.4;Momentum:-0.3;LowVol:+0.7 | MaxPos7% | 8 | 25 | 4.3 | hard 12% | 150 | 21 | Sideways | 14 | 3.63 | 3.1 | 105 | 49 | 88 | 52 | true | Rebalance | Rebalance back to target bands | 14 | -32 | BrokerD | LMT | 99 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 89 | -2 | 199 | 2 | true | Increase defensive factor exposure |
P8810 | Opportunistic | Trust | USD | 2024-08-06 | 1,093,046 | 69,856 | 1,023,190 | 1 | 68.4 | 19.8 | 4.1 | 7.7 | AMZN:36.9%;MUB:26.2%;QQQ:36.9% | US:61.5;EU:16.2;APAC:13.9;EM:5.0;Other:3.5 | Value:-0.4;Growth:-0.3;Quality:+0.8;Size:-0.0;Momentum:-0.6;LowVol:-0.9 | MaxPos6% | 5 | 35 | 4.2 | trailing 7% | 260 | 22.9 | Sideways | 19.3 | 4.29 | 2.6 | 119 | 8 | 60 | 50 | false | Buy | Add to core equity +1% | -9 | -38 | BrokerC | LMT | 86 | null | null | Normal monitoring | 77 | -56 | 39 | 4 | false | Within IPS guidelines |
P8811 | Hands-off | Taxable | USD | 2024-10-03 | 386,048 | 36,951 | 349,097 | 1 | 58.3 | 27.6 | 8.7 | 5.4 | AAPL:19.7%;HYG:18.5%;BND:19.8%;TLT:8.7%;VNQ:15.3%;VOO:17.9% | US:65.5;EU:16.7;APAC:8.8;EM:5.3;Other:3.7 | Value:-0.8;Growth:+0.2;Quality:-0.8;Size:+0.7;Momentum:-0.2;LowVol:+1.0 | null | 5 | 25 | 5.6 | trailing 8% | 154 | 12.3 | Bull | 13.9 | 4.01 | 2.1 | 91 | 50 | 74 | 36 | false | Sell | Trim extended winner -1% | -10 | 11 | BrokerB | MKT | 95 | null | null | Normal monitoring | 77 | 19 | 50 | 4 | false | Increase defensive factor exposure |
P8812 | Active | Taxable | USD | 2025-12-11 | 984,336 | 78,312 | 906,024 | 1 | 54.8 | 22.9 | 13.3 | 9 | XLF:29.2%;MUB:29.2%;GLD:12.3%;MSFT:29.2% | US:59.3;EU:17.7;APAC:11.7;EM:10.2;Other:1.1 | Value:+0.6;Growth:-0.6;Quality:+0.8;Size:-0.3;Momentum:+0.3;LowVol:-0.9 | NoDerivatives | 5 | 35 | 5 | trailing 9% | 166 | 19.6 | Sideways | 20.2 | 4.86 | 2.1 | 129 | -6 | 37 | 45 | false | Rebalance | Shift +1% to bonds from equity | 5 | 2 | BrokerA | LMT | 94 | null | null | Normal monitoring | -27 | 0 | -40 | 5 | false | Tax-aware sells next window |
P8813 | Cautious | Taxable | USD | 2025-11-03 | 455,569 | 66,037 | 389,532 | 1 | 43.8 | 41.1 | 1.9 | 13.3 | MSFT:13.7%;MUB:18.5%;IEF:19.8%;AMZN:14.9%;BRK.B:20.4%;VOO:12.6% | US:64.0;EU:15.0;APAC:7.8;EM:10.1;Other:3.2 | Value:-0.9;Growth:-0.4;Quality:+0.4;Size:+0.1;Momentum:-0.5;LowVol:-0.8 | MaxPos7%;NoMargin | 7 | 30 | 3.9 | hard 10% | 166 | 18.5 | Bull | 14.6 | 4.64 | 3 | 99 | 102 | 91 | 27 | false | Rebalance | Shift +1% to bonds from equity | -11 | -33 | BrokerC | LMT | 87 | null | null | Normal monitoring | 93 | 0 | 56 | 3 | false | Monitor dispersion and breadth |
P8814 | Opportunistic | Trust | USD | 2024-12-18 | 1,662,812 | 122,888 | 1,539,924 | 1 | 77.6 | 13.2 | 1.4 | 7.8 | QQQ:21.8%;BRK.B:10.9%;MUB:21.2%;AAPL:18.9%;VOO:17.2%;XLF:10.0% | US:72.8;EU:4.7;APAC:13.2;EM:7.5;Other:1.9 | Value:+0.6;Growth:+0.3;Quality:-0.6;Size:+0.4;Momentum:+0.2;LowVol:-0.4 | null | 5 | 35 | 6.1 | trailing 9% | 271 | 28.7 | Volatile | 20.9 | 4.81 | 3.1 | 178 | -22 | 41 | 58 | false | Sell | Trim extended winner -1% | -14 | 2 | BrokerB | MKT | 93 | null | null | Normal monitoring | 113 | 6 | 225 | 3 | false | Monitor dispersion and breadth |
P8815 | Hands-off | IRA | USD | 2025-06-06 | 699,427 | 62,388 | 637,039 | 1 | 71.4 | 17 | 2 | 9.6 | VOO:33.3%;BRK.B:33.3%;HYG:33.3% | US:75.5;EU:6.0;APAC:9.5;EM:5.2;Other:3.8 | Value:+0.1;Growth:-0.5;Quality:-0.8;Size:-0.9;Momentum:+0.4;LowVol:-0.2 | ESGOnly;MaxPos6% | 10 | 30 | 3.7 | trailing 8% | 161 | 12.6 | Volatile | 22.2 | 3.64 | 3 | 134 | 60 | 70 | 77 | true | Hedge | Buy index puts 1% notional | 4 | 6 | BrokerC | LMT | 94 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 116 | -57 | 164 | 5 | false | Tax-aware sells next window |
P8816 | Active | 401k | USD | 2024-11-15 | 850,764 | 54,890 | 795,874 | 1 | 66.6 | 20.3 | 4.8 | 8.3 | AAPL:13.0%;TLT:29.0%;GLD:29.0%;HYG:29.0% | US:71.1;EU:7.8;APAC:10.4;EM:10.7;Other:0.0 | Value:+0.4;Growth:+0.5;Quality:-0.5;Size:+0.4;Momentum:-0.5;LowVol:-0.7 | null | 8 | 35 | 4.4 | trailing 9% | 224 | 24 | Sideways | 17.5 | 4.46 | 2.9 | 92 | 40 | 63 | 64 | false | Rebalance | Shift +1% to bonds from equity | -3 | -29 | BrokerA | MKT | 85 | null | null | Normal monitoring | 41 | -44 | 157 | 5 | false | Increase defensive factor exposure |
P8817 | Active | Trust | USD | 2024-07-29 | 1,843,309 | 194,609 | 1,648,700 | 1 | 62.9 | 19.3 | 10.4 | 7.3 | AMZN:25.0%;IEF:25.0%;GLD:25.0%;MUB:25.0% | US:68.9;EU:10.3;APAC:14.1;EM:5.3;Other:1.3 | Value:+1.0;Growth:-0.9;Quality:-0.9;Size:-0.1;Momentum:0.0;LowVol:-0.4 | NoDerivatives | 5 | 30 | 4.1 | hard 12% | 127 | 23.3 | Volatile | 21.7 | 3.52 | 4.5 | 142 | -4 | 43 | 56 | false | Hedge | Add TLT +1% as duration hedge | 34 | -36 | BrokerB | MKT | 88 | null | null | Normal monitoring | 54 | -56 | 29 | 5 | false | Monitor dispersion and breadth |
P8818 | Cautious | Roth | USD | 2024-10-12 | 658,997 | 105,040 | 553,957 | 1 | 44.8 | 37.3 | 5.3 | 12.6 | IEF:8.8%;GLD:24.1%;VOO:19.0%;VNQ:24.1%;TSLA:24.1% | US:71.8;EU:6.7;APAC:8.8;EM:6.8;Other:5.9 | Value:-0.0;Growth:-0.5;Quality:-0.6;Size:-0.6;Momentum:+1.0;LowVol:+0.2 | ESGOnly;NoMargin | 8 | 25 | 4 | trailing 10% | 144 | 18.6 | Volatile | 23.6 | 4.98 | 3.6 | 116 | 29 | 79 | 46 | false | Rebalance | Shift +1% to bonds from equity | 0 | 14 | BrokerB | MKT | 100 | null | null | Normal monitoring | -19 | -22 | 51 | 3 | false | Increase defensive factor exposure |
P8819 | Active | 401k | USD | 2025-05-20 | 662,948 | 73,480 | 589,468 | 1 | 63.3 | 28.6 | 2.6 | 5.5 | MSFT:12.8%;TLT:22.2%;XLF:22.2%;MUB:22.2%;TSLA:10.9%;IEF:9.6% | US:72.8;EU:6.6;APAC:13.8;EM:4.8;Other:2.1 | Value:-0.9;Growth:-0.3;Quality:-0.9;Size:+0.7;Momentum:-0.7;LowVol:-0.7 | null | 6 | 35 | 4.7 | hard 12% | 221 | 18.3 | Bull | 17.7 | 4.68 | 2.3 | 78 | 9 | 43 | 51 | false | Rebalance | Shift +1% to bonds from equity | 31 | 0 | BrokerD | VWAP | 99 | null | null | Normal monitoring | -53 | -15 | -66 | 3 | false | Tax-aware sells next window |
P8820 | Opportunistic | IRA | USD | 2025-02-18 | 434,191 | 14,268 | 419,923 | 1 | 62.5 | 19.3 | 14 | 4.2 | GLD:23.8%;AMZN:17.9%;BRK.B:23.8%;VOO:19.8%;XLF:14.6% | US:70.9;EU:14.1;APAC:9.9;EM:3.7;Other:1.4 | Value:+0.2;Growth:-0.8;Quality:-0.1;Size:+0.1;Momentum:-0.1;LowVol:-0.2 | null | 6 | 35 | 5.2 | hard 12% | 275 | 29.5 | Volatile | 29 | 4.62 | 4.5 | 131 | 16 | 56 | 68 | false | Buy | Add to core equity +1% | 12 | 5 | BrokerA | MKT | 100 | null | null | Normal monitoring | 48 | 9 | 188 | 3 | false | Within IPS guidelines |
P8821 | Opportunistic | Trust | USD | 2024-10-12 | 911,166 | 42,979 | 868,187 | 1 | 69.3 | 19.8 | 5.4 | 5.5 | VTI:22.7%;AAPL:22.6%;GLD:18.9%;TLT:20.8%;VOO:14.9% | US:64.8;EU:12.8;APAC:14.3;EM:3.5;Other:4.7 | Value:+0.4;Growth:+0.1;Quality:+0.8;Size:+0.6;Momentum:+0.6;LowVol:+0.5 | null | 7 | 30 | 5.5 | hard 12% | 160 | 33.2 | Volatile | 31.3 | 4.02 | 2.1 | 112 | 23 | 73 | 83 | true | Rebalance | Rebalance back to target bands | 24 | -37 | BrokerA | LMT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 0 | -21 | -10 | 2 | false | Tax-aware sells next window |
P8822 | Hands-off | Taxable | USD | 2025-03-11 | 476,438 | 41,240 | 435,198 | 1 | 64.1 | 26.3 | 0 | 9.6 | BRK.B:19.4%;QQQ:17.7%;BND:22.8%;HYG:18.8%;IEF:21.4% | US:64.3;EU:11.3;APAC:12.9;EM:8.4;Other:3.0 | Value:+0.3;Growth:-0.9;Quality:+0.6;Size:+0.3;Momentum:+0.8;LowVol:-0.3 | null | 10 | 35 | 5.5 | trailing 8% | 168 | 13 | Bear | 22.5 | 3.14 | 2.4 | 210 | 37 | 61 | 63 | false | NoAction | Within bands; monitor | 17 | -9 | BrokerD | MKT | 0 | null | null | Normal monitoring | -60 | -37 | -19 | 4 | false | Tighten stops on momentum names |
P8823 | Cautious | 401k | USD | 2025-12-13 | 276,319 | 37,284 | 239,035 | 1 | 35.8 | 40.6 | 7.6 | 15.9 | VNQ:22.4%;AAPL:25.9%;TLT:25.9%;BND:25.9% | US:66.1;EU:11.8;APAC:11.7;EM:7.5;Other:2.9 | Value:-0.3;Growth:-0.0;Quality:+0.7;Size:-0.5;Momentum:-0.5;LowVol:+0.7 | ESGOnly;MaxPos8%;NoMargin | 7 | 30 | 3.3 | trailing 8% | 153 | 12.1 | Sideways | 15.6 | 3.6 | 2.8 | 137 | 41 | 85 | 27 | false | Rebalance | Shift +1% to bonds from equity | -7 | 2 | BrokerC | LMT | 88 | null | null | Normal monitoring | -54 | -41 | -74 | 5 | false | Monitor dispersion and breadth |
P8824 | Hands-off | Taxable | USD | 2025-09-16 | 575,683 | 53,139 | 522,544 | 1 | 65 | 28.6 | 0 | 6.5 | VNQ:13.8%;VOO:18.4%;AAPL:21.1%;VTI:21.1%;MUB:9.9%;BND:15.7% | US:68.5;EU:16.4;APAC:6.4;EM:4.3;Other:4.5 | Value:+0.5;Growth:+0.1;Quality:-0.4;Size:-0.4;Momentum:+0.7;LowVol:+0.3 | MaxPos8% | 10 | 25 | 5.5 | hard 10% | 137 | 12.6 | Volatile | 24.9 | 4.22 | 2.5 | 151 | 45 | 70 | 67 | false | Buy | Add to core equity +1% | 20 | 7 | BrokerA | LMT | 89 | null | null | Normal monitoring | 76 | -29 | 110 | 3 | false | Increase defensive factor exposure |
P8825 | Cautious | Roth | USD | 2025-10-01 | 465,988 | 68,599 | 397,389 | 1 | 35.8 | 38.7 | 7.6 | 17.9 | HYG:33.3%;AMZN:33.3%;BRK.B:33.3% | US:61.3;EU:11.3;APAC:14.6;EM:12.0;Other:0.8 | Value:+0.3;Growth:+0.1;Quality:+0.9;Size:-0.6;Momentum:+0.4;LowVol:+0.4 | MaxPos8%;NoMargin | 7 | 25 | 4.1 | trailing 8% | 113 | 16.3 | Bull | 13.5 | 4.84 | 2.7 | 93 | 84 | 90 | 36 | false | Rebalance | Shift +1% to bonds from equity | -3 | -34 | BrokerC | MKT | 90 | null | null | Normal monitoring | 13 | -13 | 55 | 5 | false | Increase defensive factor exposure |
P8826 | Hands-off | Roth | USD | 2025-07-25 | 332,878 | 20,974 | 311,904 | 1 | 68.3 | 22.3 | 0 | 9.3 | VOO:28.9%;QQQ:28.9%;TSLA:28.9%;AAPL:13.3% | US:70.9;EU:11.8;APAC:11.0;EM:4.3;Other:2.0 | Value:+0.6;Growth:-0.5;Quality:+0.6;Size:+0.1;Momentum:+0.4;LowVol:-0.8 | NoDerivatives | 6 | 25 | 5 | hard 10% | 159 | 12.7 | Sideways | 17.4 | 4.52 | 2.9 | 105 | -11 | 43 | 48 | false | Sell | Trim extended winner -1% | 17 | -37 | BrokerA | MKT | 86 | null | null | Normal monitoring | -37 | -40 | -5 | 3 | false | Tighten stops on momentum names |
P8827 | Cautious | Roth | USD | 2025-11-23 | 503,265 | 64,021 | 439,244 | 1 | 45.8 | 39.3 | 0 | 14.9 | VTI:23.1%;BND:23.1%;XLF:14.1%;AAPL:12.1%;TSLA:14.7%;IEF:12.9% | US:62.6;EU:14.0;APAC:12.5;EM:9.0;Other:2.0 | Value:+0.5;Growth:+0.1;Quality:-0.3;Size:+0.9;Momentum:+0.9;LowVol:-1.0 | ESGOnly;NoMargin | 6 | 25 | 5.2 | trailing 10% | 110 | 14 | Volatile | 24.4 | 3.86 | 4.1 | 145 | 56 | 64 | 46 | false | Buy | Add to core equity +1% | 22 | -37 | BrokerB | MKT | 90 | null | null | Normal monitoring | 39 | 8 | 42 | 3 | false | Tighten stops on momentum names |
P8828 | Systematic | 401k | USD | 2024-12-23 | 1,861,685 | 122,458 | 1,739,227 | 1 | 57.6 | 23.4 | 9.7 | 9.3 | IEF:14.1%;TSLA:20.8%;TLT:21.1%;XLF:12.3%;HYG:18.1%;VTI:13.6% | US:71.1;EU:11.4;APAC:6.8;EM:10.3;Other:0.4 | Value:+0.1;Growth:+0.2;Quality:-0.9;Size:+0.7;Momentum:+0.9;LowVol:+0.6 | MaxPos8% | 7 | 35 | 4.5 | trailing 8% | 156 | 27.6 | Bear | 29.9 | 3.12 | 1.8 | 166 | -53 | 31 | 71 | true | Rebalance | Rebalance back to target bands | 35 | 4 | BrokerB | LMT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -45 | -55 | -6 | 4 | true | Increase defensive factor exposure |
P8829 | Opportunistic | IRA | USD | 2025-08-31 | 378,535 | 16,788 | 361,747 | 1 | 64.1 | 10.5 | 18.5 | 7 | VOO:22.9%;TLT:22.9%;MUB:22.4%;MSFT:17.7%;VTI:14.1% | US:62.5;EU:20.4;APAC:8.7;EM:7.3;Other:1.2 | Value:-0.5;Growth:-0.1;Quality:+0.8;Size:-0.9;Momentum:-0.9;LowVol:+0.2 | null | 10 | 30 | 5.9 | trailing 7% | 280 | 24 | Bear | 33.1 | 3.18 | 2.2 | 158 | 26 | 66 | 76 | true | Rebalance | Rebalance back to target bands | 25 | -14 | BrokerC | LMT | 95 | RegimeShift | Pause | Volatility spike and breadth deterioration | 37 | 19 | 23 | 5 | true | Monitor dispersion and breadth |
P8830 | Hands-off | IRA | USD | 2025-11-17 | 525,352 | 37,510 | 487,842 | 1 | 66.7 | 23.2 | 0.9 | 9.2 | MSFT:21.7%;QQQ:13.0%;BRK.B:21.7%;TLT:10.6%;TSLA:17.6%;AMZN:15.5% | US:66.7;EU:16.2;APAC:9.2;EM:4.6;Other:3.3 | Value:-0.4;Growth:+0.7;Quality:+0.5;Size:-0.2;Momentum:+0.9;LowVol:-0.9 | null | 8 | 35 | 4.1 | trailing 8% | 165 | 14.1 | Bear | 26.2 | 3.93 | 1.6 | 218 | -58 | 31 | 82 | true | Hedge | Buy index puts 1% notional | 7 | -5 | BrokerA | MKT | 100 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 27 | -22 | 126 | 3 | false | Monitor dispersion and breadth |
P8831 | Systematic | IRA | USD | 2025-09-25 | 928,748 | 61,506 | 867,242 | 1 | 58.8 | 28 | 5.4 | 7.8 | VOO:10.6%;AMZN:23.9%;BRK.B:10.2%;TSLA:19.9%;TLT:13.0%;GLD:22.4% | US:74.4;EU:9.1;APAC:12.1;EM:3.8;Other:0.6 | Value:+0.8;Growth:+0.1;Quality:-0.6;Size:-0.7;Momentum:-0.4;LowVol:+0.3 | null | 7 | 35 | 6 | trailing 8% | 198 | 20.1 | Sideways | 19.9 | 4.9 | 3.2 | 103 | 45 | 73 | 62 | false | Buy | Add to core equity +1% | 24 | 11 | BrokerC | MKT | 87 | null | null | Normal monitoring | -34 | -8 | 17 | 4 | false | Monitor dispersion and breadth |
P8832 | Active | Taxable | USD | 2025-05-10 | 1,200,827 | 100,490 | 1,100,337 | 1 | 66.5 | 26.5 | 0 | 7 | BND:21.7%;GLD:13.3%;TSLA:21.7%;MUB:16.1%;IEF:14.4%;VNQ:12.8% | US:73.3;EU:11.8;APAC:7.6;EM:6.8;Other:0.5 | Value:+0.7;Growth:+0.2;Quality:-0.8;Size:-0.6;Momentum:-0.1;LowVol:-0.7 | null | 10 | 35 | 5.5 | trailing 8% | 176 | 26.3 | Bull | 12.9 | 3.84 | 2.7 | 87 | 31 | 60 | 54 | false | Rebalance | Shift +1% to bonds from equity | -8 | -31 | BrokerB | MKT | 98 | null | null | Normal monitoring | 118 | -35 | 179 | 4 | false | Tighten stops on momentum names |
P8833 | Cautious | IRA | USD | 2025-05-28 | 487,145 | 68,473 | 418,672 | 1 | 40.7 | 42.8 | 0 | 16.5 | MUB:26.0%;VTI:21.9%;TLT:26.0%;IEF:26.0% | US:69.9;EU:8.2;APAC:12.1;EM:6.5;Other:3.3 | Value:-0.0;Growth:+0.2;Quality:-0.6;Size:-0.9;Momentum:-0.2;LowVol:+0.5 | NoMargin | 8 | 30 | 5 | trailing 8% | 163 | 13.6 | Bull | 13.3 | 4.34 | 2.4 | 100 | 57 | 82 | 36 | false | Sell | Trim extended winner -1% | -5 | -20 | BrokerA | LMT | 91 | null | null | Normal monitoring | -46 | -4 | -26 | 3 | false | Increase defensive factor exposure |
P8834 | Hands-off | 401k | USD | 2025-08-23 | 468,948 | 44,391 | 424,557 | 1 | 68.7 | 20.3 | 3.1 | 7.9 | QQQ:33.3%;IEF:33.3%;AAPL:33.3% | US:59.3;EU:18.0;APAC:14.5;EM:5.4;Other:2.7 | Value:-0.2;Growth:-1.0;Quality:-0.4;Size:+0.6;Momentum:-0.2;LowVol:+0.1 | null | 5 | 30 | 5.8 | trailing 8% | 150 | 17.9 | Bull | 16.9 | 4.05 | 2.4 | 92 | 116 | 100 | 63 | false | Buy | Add to core equity +1% | -9 | -21 | BrokerC | VWAP | 97 | null | null | Normal monitoring | -25 | 15 | -25 | 4 | false | Increase defensive factor exposure |
P8835 | Systematic | Roth | USD | 2024-11-29 | 1,017,986 | 90,282 | 927,704 | 1 | 57.2 | 32.4 | 1.7 | 8.7 | BND:24.9%;GLD:16.6%;HYG:24.9%;VOO:8.7%;MSFT:24.9% | US:68.5;EU:16.0;APAC:10.0;EM:5.2;Other:0.4 | Value:-0.7;Growth:-0.4;Quality:+0.4;Size:-0.9;Momentum:+0.1;LowVol:+0.9 | MaxPos5%;NoDerivatives | 7 | 30 | 5.3 | trailing 8% | 176 | 25.7 | Bear | 34.2 | 4.14 | 3 | 217 | -5 | 42 | 75 | true | Hedge | Buy index puts 1% notional | -4 | 11 | BrokerA | LMT | 90 | VAR>budget | Reduce | Risk above budget threshold | 22 | -37 | 107 | 5 | false | Within IPS guidelines |
P8836 | Active | Trust | USD | 2025-09-29 | 1,361,664 | 129,991 | 1,231,673 | 1 | 64.4 | 18.4 | 9.4 | 7.8 | IEF:20.1%;HYG:26.6%;VTI:26.6%;BRK.B:26.6% | US:72.3;EU:8.7;APAC:14.0;EM:3.9;Other:1.1 | Value:+1.0;Growth:-0.2;Quality:-0.5;Size:-0.3;Momentum:-1.0;LowVol:+0.2 | MaxPos6% | 10 | 30 | 4.1 | trailing 8% | 139 | 16.9 | Sideways | 14.3 | 4.88 | 3.2 | 92 | 9 | 55 | 57 | false | Buy | Add to core equity +1% | -7 | -24 | BrokerA | MKT | 99 | null | null | Normal monitoring | -20 | 0 | 21 | 5 | false | Tighten stops on momentum names |
P8837 | Opportunistic | IRA | USD | 2025-04-14 | 1,649,216 | 95,205 | 1,554,011 | 1 | 61.6 | 11.1 | 18.9 | 8.4 | BND:28.1%;MSFT:28.1%;AMZN:19.7%;TSLA:24.0% | US:61.9;EU:14.1;APAC:11.0;EM:10.4;Other:2.5 | Value:+0.8;Growth:-0.6;Quality:-0.3;Size:+0.5;Momentum:-1.0;LowVol:+0.5 | NoDerivatives | 7 | 30 | 6 | hard 12% | 242 | 34.1 | Bear | 28.9 | 3.7 | 2.5 | 143 | 29 | 79 | 66 | false | NoAction | Within bands; monitor | -13 | -29 | BrokerD | LMT | 98 | null | null | Normal monitoring | -33 | -34 | 59 | 4 | false | Tax-aware sells next window |
P8838 | Systematic | IRA | USD | 2024-07-30 | 856,365 | 73,890 | 782,475 | 1 | 59.3 | 32.8 | 0 | 8 | MSFT:27.9%;XLF:27.9%;QQQ:17.4%;BRK.B:26.9% | US:64.4;EU:12.1;APAC:6.7;EM:12.9;Other:3.9 | Value:-0.7;Growth:-0.2;Quality:-0.5;Size:-0.2;Momentum:+0.4;LowVol:+0.8 | null | 10 | 30 | 5.9 | hard 12% | 144 | 26.4 | Bear | 23.7 | 3.26 | 1.1 | 157 | -99 | 5 | 63 | false | NoAction | Within bands; monitor | 1 | -22 | BrokerC | MKT | 0 | null | null | Normal monitoring | 93 | -39 | 157 | 4 | false | Monitor dispersion and breadth |
P8839 | Cautious | Taxable | USD | 2025-11-19 | 260,862 | 32,887 | 227,975 | 1 | 42.4 | 41 | 0 | 16.6 | TSLA:33.3%;GLD:33.3%;VOO:33.3% | US:70.2;EU:8.4;APAC:12.8;EM:5.7;Other:2.9 | Value:-0.3;Growth:+0.1;Quality:-0.8;Size:-0.8;Momentum:-0.9;LowVol:+0.1 | NoMargin | 5 | 25 | 4.1 | trailing 10% | 140 | 15.4 | Sideways | 20.8 | 4.55 | 2.5 | 121 | -28 | 43 | 51 | false | Sell | Trim extended winner -1% | 2 | -33 | BrokerB | LMT | 98 | null | null | Normal monitoring | 79 | -33 | 61 | 4 | false | Tax-aware sells next window |
P8840 | Opportunistic | Taxable | USD | 2025-08-21 | 408,194 | 17,541 | 390,653 | 1 | 67.8 | 13.3 | 13.1 | 5.8 | VOO:33.3%;MUB:33.3%;VTI:33.3% | US:65.7;EU:5.6;APAC:12.6;EM:12.3;Other:3.7 | Value:+0.3;Growth:-0.2;Quality:-0.5;Size:+0.5;Momentum:+0.5;LowVol:+0.9 | null | 8 | 35 | 4.1 | trailing 9% | 225 | 32.8 | Sideways | 20.8 | 3.74 | 2.4 | 133 | 4 | 65 | 59 | false | Buy | Add to core equity +1% | 16 | 1 | BrokerC | LMT | 90 | null | null | Normal monitoring | 36 | -48 | 133 | 3 | false | Tighten stops on momentum names |
P8841 | Opportunistic | Trust | USD | 2025-05-20 | 910,005 | 53,573 | 856,432 | 1 | 73.7 | 17.5 | 4.8 | 4.1 | QQQ:14.1%;MUB:20.2%;VTI:15.8%;XLF:9.7%;BRK.B:20.2%;TLT:20.1% | US:63.0;EU:13.2;APAC:13.0;EM:9.3;Other:1.4 | Value:+0.4;Growth:-0.9;Quality:-0.8;Size:+0.2;Momentum:-0.4;LowVol:-1.0 | null | 10 | 35 | 4.2 | trailing 9% | 251 | 23.8 | Sideways | 21.2 | 3.82 | 3.4 | 110 | 6 | 50 | 76 | true | Rebalance | Rebalance back to target bands | 19 | -4 | BrokerD | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -43 | 3 | -65 | 3 | false | Monitor dispersion and breadth |
P8842 | Hands-off | Roth | USD | 2025-02-14 | 266,161 | 19,256 | 246,905 | 1 | 67.5 | 15.7 | 9.8 | 7 | AAPL:19.9%;VOO:21.5%;BRK.B:21.5%;TLT:15.7%;QQQ:21.5% | US:62.6;EU:15.6;APAC:11.8;EM:4.0;Other:6.0 | Value:-0.3;Growth:-0.1;Quality:-0.8;Size:+0.5;Momentum:+0.2;LowVol:+0.4 | ESGOnly;MaxPos5% | 8 | 35 | 3.3 | trailing 8% | 115 | 12.3 | Bull | 13.5 | 4.04 | 2.1 | 74 | 72 | 76 | 40 | false | Rebalance | Shift +1% to bonds from equity | 33 | 9 | BrokerA | VWAP | 91 | null | null | Normal monitoring | 82 | -59 | 126 | 5 | false | Monitor dispersion and breadth |
P8843 | Cautious | IRA | USD | 2024-10-06 | 373,911 | 47,491 | 326,420 | 1 | 43.5 | 38.9 | 2.1 | 15.6 | TLT:8.2%;MUB:21.6%;VOO:17.1%;TSLA:21.6%;BND:12.9%;AMZN:18.5% | US:63.9;EU:13.8;APAC:11.1;EM:10.8;Other:0.4 | Value:-0.5;Growth:-0.1;Quality:+0.8;Size:+0.8;Momentum:+0.6;LowVol:-0.4 | MaxPos5%;NoMargin | 10 | 35 | 5 | hard 10% | 116 | 13.9 | Bull | 17.2 | 3.54 | 2.2 | 81 | 78 | 82 | 32 | false | Sell | Trim extended winner -1% | 27 | -23 | BrokerC | LMT | 98 | null | null | Normal monitoring | 32 | -53 | 49 | 5 | false | Monitor dispersion and breadth |
P8844 | Cautious | Roth | USD | 2025-01-08 | 889,544 | 111,933 | 777,611 | 1 | 35.3 | 33.7 | 17.9 | 13.1 | QQQ:26.2%;XLF:26.2%;IEF:26.2%;TSLA:21.4% | US:57.6;EU:16.5;APAC:14.0;EM:9.2;Other:2.6 | Value:+0.8;Growth:+0.7;Quality:0.0;Size:0.0;Momentum:+0.2;LowVol:+0.1 | NoMargin | 8 | 25 | 4.1 | trailing 8% | 116 | 19.3 | Sideways | 14.8 | 4.63 | 2.7 | 139 | 29 | 63 | 27 | false | Buy | Add to core equity +1% | -11 | 15 | BrokerB | LMT | 92 | null | null | Normal monitoring | 44 | -52 | 150 | 5 | false | Monitor dispersion and breadth |
P8845 | Cautious | Taxable | USD | 2025-11-10 | 490,467 | 65,657 | 424,810 | 1 | 43.2 | 43.2 | 1.8 | 11.8 | VNQ:18.1%;TSLA:22.0%;AMZN:21.6%;MSFT:20.7%;HYG:17.5% | US:56.5;EU:19.0;APAC:14.4;EM:5.5;Other:4.7 | Value:+0.8;Growth:-0.5;Quality:+0.7;Size:+0.2;Momentum:-0.7;LowVol:-0.7 | ESGOnly;NoDerivatives;NoMargin | 10 | 25 | 4 | trailing 8% | 126 | 19.5 | Bull | 13.3 | 4.08 | 2.5 | 79 | 54 | 91 | 29 | false | Hedge | Add TLT +1% as duration hedge | 5 | 11 | BrokerB | MKT | 89 | null | null | Normal monitoring | 61 | -17 | 43 | 4 | false | Monitor dispersion and breadth |
P8846 | Opportunistic | 401k | USD | 2025-05-23 | 1,474,049 | 58,379 | 1,415,670 | 1 | 76.6 | 13.3 | 3.9 | 6.1 | BND:22.1%;BRK.B:20.5%;VNQ:12.3%;MSFT:22.1%;TLT:9.3%;XLF:13.6% | US:61.0;EU:15.7;APAC:12.5;EM:9.2;Other:1.6 | Value:-0.8;Growth:+0.2;Quality:-0.3;Size:+1.0;Momentum:+0.4;LowVol:-0.7 | NoDerivatives | 5 | 25 | 5.1 | hard 12% | 177 | 23.6 | Sideways | 20.8 | 4.62 | 2.4 | 93 | -20 | 35 | 62 | false | Rebalance | Shift +1% to bonds from equity | 33 | 9 | BrokerC | LMT | 98 | null | null | Normal monitoring | -39 | 7 | -7 | 3 | false | Increase defensive factor exposure |
P8847 | Cautious | IRA | USD | 2024-09-11 | 220,059 | 19,605 | 200,454 | 1 | 46.7 | 31.1 | 7.2 | 15.1 | AMZN:34.4%;IEF:34.4%;VOO:31.2% | US:66.0;EU:17.3;APAC:7.0;EM:9.1;Other:0.7 | Value:+0.9;Growth:+0.2;Quality:-0.5;Size:-0.3;Momentum:+0.7;LowVol:-0.8 | NoDerivatives;NoMargin | 7 | 30 | 6 | trailing 8% | 166 | 17.9 | Sideways | 17.1 | 4.76 | 2.6 | 96 | -22 | 41 | 40 | false | Buy | Add to core equity +1% | -6 | -11 | BrokerC | MKT | 96 | null | null | Normal monitoring | 7 | -27 | 73 | 5 | false | Within IPS guidelines |
P8848 | Hands-off | 401k | USD | 2024-08-05 | 310,057 | 18,445 | 291,612 | 1 | 60.4 | 16.8 | 16.8 | 6.1 | IEF:25.0%;AMZN:25.0%;VTI:25.0%;VNQ:25.0% | US:63.2;EU:15.2;APAC:14.8;EM:5.3;Other:1.5 | Value:+0.2;Growth:-0.6;Quality:+0.6;Size:+0.7;Momentum:-0.9;LowVol:+0.5 | MaxPos5%;NoDerivatives | 8 | 25 | 5.1 | hard 10% | 154 | 13.6 | Bull | 14.8 | 4.68 | 2.5 | 88 | 5 | 45 | 53 | false | Hedge | Add TLT +1% as duration hedge | 35 | -14 | BrokerA | LMT | 96 | null | null | Normal monitoring | 98 | 12 | 206 | 3 | false | Within IPS guidelines |
P8849 | Active | 401k | USD | 2025-04-29 | 738,685 | 50,194 | 688,491 | 1 | 55.6 | 21.7 | 13.3 | 9.4 | QQQ:24.1%;HYG:14.9%;TSLA:24.1%;IEF:11.0%;AAPL:9.4%;MSFT:16.6% | US:67.2;EU:15.3;APAC:5.7;EM:9.2;Other:2.6 | Value:-0.4;Growth:+0.6;Quality:+0.9;Size:-1.0;Momentum:+0.3;LowVol:+0.7 | NoDerivatives | 8 | 35 | 4.7 | hard 12% | 136 | 20.3 | Volatile | 26 | 4.02 | 2.1 | 171 | 33 | 69 | 70 | false | Buy | Add to core equity +1% | 7 | -22 | BrokerC | MKT | 88 | null | null | Normal monitoring | 99 | 13 | 173 | 5 | false | Within IPS guidelines |
P8850 | Opportunistic | Taxable | USD | 2025-08-02 | 1,722,432 | 94,824 | 1,627,608 | 1.21 | 65.4 | 11.4 | 14.9 | 8.4 | MSFT:17.8%;VTI:27.4%;BRK.B:27.4%;HYG:27.4% | US:69.6;EU:17.0;APAC:5.9;EM:6.3;Other:1.1 | Value:+0.7;Growth:0.0;Quality:-0.8;Size:+0.6;Momentum:+0.4;LowVol:+0.1 | NoDerivatives | 6 | 35 | 4.4 | hard 12% | 253 | 28.6 | Bull | 17.6 | 4.92 | 2.9 | 84 | 109 | 100 | 51 | false | Rebalance | Shift +1% to bonds from equity | 3 | -4 | BrokerD | LMT | 96 | null | null | Normal monitoring | 78 | -43 | 131 | 5 | false | Increase defensive factor exposure |
P8851 | Systematic | 401k | USD | 2024-07-06 | 1,265,920 | 99,809 | 1,166,111 | 1 | 56 | 25.7 | 9.7 | 8.6 | IEF:26.4%;BRK.B:20.9%;XLF:26.4%;AAPL:26.4% | US:68.9;EU:12.1;APAC:6.8;EM:10.5;Other:1.7 | Value:-0.2;Growth:-0.4;Quality:-0.1;Size:+0.3;Momentum:-0.7;LowVol:-0.5 | null | 6 | 25 | 4.8 | trailing 8% | 206 | 25.2 | Bull | 15.1 | 4.44 | 3.1 | 73 | 17 | 45 | 41 | false | Rebalance | Shift +1% to bonds from equity | 3 | -11 | BrokerA | MKT | 88 | null | null | Normal monitoring | 108 | 19 | 77 | 4 | false | Increase defensive factor exposure |
P8852 | Hands-off | 401k | USD | 2025-06-20 | 660,299 | 28,466 | 631,833 | 1 | 60.6 | 19.8 | 9.8 | 9.8 | GLD:13.1%;AAPL:29.0%;VOO:29.0%;VNQ:29.0% | US:58.5;EU:17.6;APAC:12.4;EM:9.6;Other:1.8 | Value:-0.4;Growth:+0.9;Quality:-0.8;Size:+0.1;Momentum:+0.5;LowVol:+0.2 | ESGOnly;NoDerivatives | 6 | 30 | 5.3 | trailing 8% | 154 | 14.2 | Bull | 13.6 | 3.55 | 2.8 | 83 | 78 | 90 | 49 | false | Rebalance | Shift +1% to bonds from equity | 27 | -37 | BrokerB | MKT | 95 | null | null | Normal monitoring | 4 | -49 | 90 | 4 | false | Tighten stops on momentum names |
P8853 | Active | Trust | USD | 2024-10-14 | 2,408,891 | 146,772 | 2,262,119 | 1 | 60.2 | 25.1 | 6.4 | 8.4 | AAPL:10.9%;MUB:21.5%;VOO:17.0%;BND:21.0%;TLT:21.5%;IEF:8.1% | US:63.2;EU:10.3;APAC:14.9;EM:10.2;Other:1.4 | Value:-0.2;Growth:-0.7;Quality:-0.0;Size:+0.8;Momentum:+0.6;LowVol:-0.5 | null | 5 | 35 | 4.8 | trailing 9% | 166 | 21.9 | Bull | 12.1 | 4.35 | 2.2 | 114 | 31 | 67 | 40 | false | Sell | Trim extended winner -1% | 27 | -6 | BrokerA | LMT | 96 | null | null | Normal monitoring | 69 | -16 | 148 | 4 | false | Increase defensive factor exposure |
P8854 | Cautious | Roth | USD | 2025-01-04 | 727,408 | 65,943 | 661,465 | 1 | 41.8 | 36 | 11.8 | 10.4 | IEF:33.3%;AMZN:33.3%;MUB:33.3% | US:57.6;EU:18.1;APAC:14.2;EM:7.5;Other:2.5 | Value:+0.1;Growth:-0.4;Quality:+0.4;Size:+0.6;Momentum:+0.5;LowVol:-1.0 | MaxPos7%;NoMargin | 8 | 35 | 3.9 | hard 10% | 153 | 20 | Bear | 34.6 | 3.19 | 1.9 | 133 | -80 | 16 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | -24 | BrokerC | LMT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 45 | 4 | 52 | 4 | false | Monitor dispersion and breadth |
P8855 | Cautious | Taxable | USD | 2025-01-01 | 686,206 | 68,875 | 617,331 | 1 | 50.3 | 35.9 | 0 | 13.8 | VNQ:11.6%;MSFT:23.1%;TLT:8.8%;TSLA:23.1%;AMZN:23.1%;HYG:10.2% | US:63.8;EU:19.6;APAC:7.4;EM:6.8;Other:2.4 | Value:-0.0;Growth:+0.3;Quality:-0.9;Size:+0.1;Momentum:0.0;LowVol:+0.5 | ESGOnly;NoMargin | 10 | 35 | 6 | trailing 10% | 103 | 19.5 | Bear | 22 | 3.81 | 1.7 | 152 | -95 | 6 | 46 | false | Rebalance | Shift +1% to bonds from equity | -5 | -12 | BrokerC | LMT | 98 | null | null | Normal monitoring | 13 | -48 | 81 | 5 | false | Within IPS guidelines |
P8856 | Opportunistic | Taxable | USD | 2024-08-01 | 1,652,229 | 122,955 | 1,529,274 | 1 | 66.8 | 14 | 14.9 | 4.2 | XLF:17.7%;HYG:12.7%;GLD:13.2%;TSLA:15.4%;VTI:20.6%;IEF:20.6% | US:61.2;EU:14.4;APAC:13.2;EM:9.9;Other:1.3 | Value:+0.8;Growth:-0.7;Quality:+0.3;Size:-1.0;Momentum:+0.3;LowVol:+0.2 | MaxPos8% | 8 | 25 | 6 | trailing 7% | 223 | 25.1 | Bull | 13.7 | 4.07 | 2.4 | 102 | 9 | 41 | 50 | false | Rebalance | Shift +1% to bonds from equity | -7 | 6 | BrokerA | MKT | 97 | null | null | Normal monitoring | 82 | -14 | 217 | 5 | false | Monitor dispersion and breadth |
P8857 | Cautious | Roth | USD | 2025-05-26 | 389,523 | 49,694 | 339,829 | 1 | 49.8 | 35.8 | 0 | 14.5 | AMZN:19.3%;TSLA:21.8%;MSFT:17.8%;BND:19.4%;AAPL:21.8% | US:62.2;EU:15.8;APAC:8.1;EM:9.7;Other:4.3 | Value:+0.3;Growth:+0.9;Quality:-0.8;Size:0.0;Momentum:+0.2;LowVol:-0.2 | ESGOnly;NoMargin | 8 | 35 | 3.5 | trailing 8% | 140 | 16.1 | Bull | 12.9 | 3.67 | 3.4 | 96 | 0 | 38 | 41 | false | Rebalance | Shift +1% to bonds from equity | 1 | -28 | BrokerD | MKT | 94 | null | null | Normal monitoring | 71 | -34 | 149 | 4 | false | Tighten stops on momentum names |
P8858 | Hands-off | 401k | USD | 2025-03-07 | 864,889 | 56,326 | 808,563 | 1 | 69.5 | 18.8 | 4 | 7.7 | IEF:34.5%;VOO:31.1%;AAPL:34.5% | US:70.9;EU:16.1;APAC:5.6;EM:3.5;Other:3.9 | Value:-0.7;Growth:+0.3;Quality:-0.6;Size:-0.0;Momentum:-0.1;LowVol:-0.7 | null | 6 | 30 | 4.9 | trailing 8% | 152 | 17.6 | Bear | 29.2 | 4.15 | 2.9 | 150 | -28 | 38 | 70 | false | Sell | Trim extended winner -1% | 33 | 10 | BrokerC | MKT | 85 | null | null | Normal monitoring | 58 | -12 | 139 | 3 | false | Monitor dispersion and breadth |
P8859 | Systematic | Taxable | USD | 2025-03-30 | 524,654 | 22,638 | 502,016 | 1 | 58.3 | 23.1 | 12.7 | 5.9 | TLT:28.0%;MSFT:16.1%;VTI:28.0%;MUB:28.0% | US:62.6;EU:18.3;APAC:11.4;EM:3.7;Other:4.1 | Value:-0.3;Growth:-0.4;Quality:+0.2;Size:+0.8;Momentum:+0.6;LowVol:+0.2 | NoDerivatives | 7 | 30 | 5.8 | hard 12% | 120 | 26.4 | Sideways | 19.8 | 4.02 | 3 | 91 | 49 | 60 | 45 | false | Rebalance | Shift +1% to bonds from equity | -11 | -38 | BrokerC | LMT | 95 | null | null | Normal monitoring | 79 | -35 | 102 | 3 | false | Increase defensive factor exposure |
P8860 | Cautious | IRA | USD | 2025-03-16 | 342,042 | 30,999 | 311,043 | 1 | 46.5 | 43 | 0 | 10.5 | VNQ:16.6%;HYG:14.0%;MUB:10.9%;GLD:15.7%;QQQ:21.2%;BRK.B:21.5% | US:69.1;EU:12.0;APAC:7.8;EM:8.9;Other:2.2 | Value:-0.8;Growth:0.0;Quality:-0.6;Size:-0.4;Momentum:-1.0;LowVol:+0.4 | NoMargin | 7 | 25 | 4.5 | trailing 10% | 160 | 15.7 | Volatile | 20.6 | 4.15 | 3.4 | 137 | -17 | 39 | 41 | false | NoAction | Within bands; monitor | 4 | -12 | BrokerD | VWAP | 88 | null | null | Normal monitoring | 77 | 12 | 148 | 4 | false | Tax-aware sells next window |
P8861 | Systematic | 401k | USD | 2025-07-25 | 1,628,825 | 134,541 | 1,494,284 | 1 | 63.3 | 20.6 | 6.3 | 9.9 | AMZN:22.7%;VOO:20.0%;IEF:22.7%;BND:16.9%;QQQ:17.7% | US:69.0;EU:10.9;APAC:8.4;EM:6.8;Other:5.0 | Value:+0.9;Growth:-0.0;Quality:+0.7;Size:+0.2;Momentum:+0.7;LowVol:+0.9 | null | 6 | 35 | 5.1 | hard 12% | 194 | 26.6 | Bear | 30.4 | 4.38 | 1 | 173 | 28 | 63 | 70 | false | Buy | Add to core equity +1% | -9 | -32 | BrokerA | MKT | 91 | null | null | Normal monitoring | -6 | 9 | -11 | 5 | false | Monitor dispersion and breadth |
P8862 | Hands-off | Taxable | USD | 2024-12-05 | 452,357 | 40,527 | 411,830 | 1 | 64.7 | 17.7 | 11.9 | 5.7 | VNQ:33.3%;BND:33.3%;AMZN:33.3% | US:70.9;EU:10.8;APAC:7.0;EM:7.9;Other:3.4 | Value:-0.0;Growth:+0.2;Quality:-0.1;Size:+0.4;Momentum:+0.1;LowVol:-1.0 | NoDerivatives | 5 | 30 | 5.8 | trailing 8% | 119 | 13.8 | Bear | 31.7 | 3.1 | 1.7 | 166 | -55 | 8 | 83 | true | Hedge | Buy index puts 1% notional | 2 | -22 | BrokerB | VWAP | 92 | VAR>budget | Reduce | Risk above budget threshold | 17 | -24 | 150 | 5 | false | Tighten stops on momentum names |
P8863 | Cautious | Taxable | USD | 2024-08-25 | 438,409 | 48,014 | 390,395 | 1 | 50.7 | 35.8 | 0 | 13.5 | TLT:30.7%;VOO:21.6%;MSFT:17.1%;IEF:30.7% | US:60.3;EU:9.2;APAC:14.6;EM:11.4;Other:4.5 | Value:-0.8;Growth:-0.2;Quality:+0.1;Size:-0.7;Momentum:-0.5;LowVol:-0.5 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 5.6 | trailing 8% | 134 | 18.6 | Bull | 12.3 | 3.72 | 3.3 | 84 | 83 | 100 | 40 | true | Hedge | Buy index puts 1% notional | -8 | 8 | BrokerD | MKT | 95 | VAR>budget | Reduce | Risk above budget threshold | 95 | -20 | 127 | 5 | false | Tax-aware sells next window |
P8864 | Active | 401k | USD | 2025-12-24 | 1,545,509 | 156,017 | 1,389,492 | 1 | 63.4 | 19.5 | 8.4 | 8.7 | VOO:28.3%;XLF:28.3%;QQQ:26.2%;TLT:17.2% | US:61.7;EU:16.5;APAC:9.3;EM:11.9;Other:0.5 | Value:-1.0;Growth:-0.1;Quality:-0.8;Size:0.0;Momentum:-0.9;LowVol:+0.7 | null | 6 | 30 | 5.1 | hard 12% | 182 | 19.7 | Volatile | 25 | 3.99 | 3.3 | 148 | 28 | 74 | 71 | true | Hedge | Buy index puts 1% notional | 7 | -27 | BrokerC | LMT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -16 | -57 | -10 | 4 | true | Within IPS guidelines |
P8865 | Hands-off | Taxable | USD | 2025-12-14 | 724,722 | 65,403 | 659,319 | 1 | 67.2 | 16.7 | 10.5 | 5.6 | TSLA:16.9%;BND:21.8%;VNQ:21.8%;TLT:7.5%;MSFT:12.4%;GLD:19.6% | US:67.2;EU:6.8;APAC:15.1;EM:5.8;Other:5.2 | Value:+0.7;Growth:-0.6;Quality:+0.3;Size:+0.6;Momentum:+0.4;LowVol:-0.4 | ESGOnly;MaxPos8%;NoDerivatives | 8 | 35 | 4.1 | trailing 8% | 153 | 15.7 | Bull | 15.9 | 3.94 | 2.1 | 118 | 109 | 100 | 53 | false | Buy | Add to core equity +1% | 31 | -36 | BrokerC | MKT | 95 | null | null | Normal monitoring | 45 | 14 | 145 | 5 | false | Increase defensive factor exposure |
P8866 | Hands-off | Roth | USD | 2025-03-27 | 284,316 | 12,370 | 271,946 | 1 | 56.4 | 22.5 | 11.8 | 9.4 | VTI:32.2%;MSFT:32.2%;HYG:18.3%;BRK.B:17.3% | US:67.4;EU:18.9;APAC:5.7;EM:4.6;Other:3.4 | Value:+0.2;Growth:+0.2;Quality:+0.7;Size:+0.6;Momentum:-0.8;LowVol:+0.5 | MaxPos8%;NoDerivatives | 8 | 25 | 4.9 | trailing 8% | 165 | 16.2 | Volatile | 24.5 | 5.34 | 3.6 | 149 | -28 | 28 | 60 | false | Rebalance | Shift +1% to bonds from equity | -14 | -23 | BrokerA | MKT | 97 | null | null | Normal monitoring | 87 | -56 | 123 | 5 | false | Within IPS guidelines |
P8867 | Hands-off | Taxable | USD | 2025-09-11 | 597,922 | 45,268 | 552,654 | 1 | 71.8 | 19.3 | 0 | 8.9 | VOO:25.0%;VTI:25.0%;VNQ:25.0%;MSFT:25.0% | US:72.8;EU:8.9;APAC:4.8;EM:10.3;Other:3.1 | Value:+0.3;Growth:-0.9;Quality:-0.3;Size:+0.6;Momentum:-0.6;LowVol:-0.8 | NoDerivatives | 5 | 30 | 5.4 | trailing 8% | 96 | 15.3 | Bear | 26.8 | 3.87 | 3 | 197 | 36 | 58 | 85 | true | Rebalance | Rebalance back to target bands | -4 | -23 | BrokerC | MKT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 100 | -58 | 207 | 3 | false | Monitor dispersion and breadth |
P8868 | Opportunistic | Taxable | USD | 2025-06-15 | 1,054,377 | 39,801 | 1,014,576 | 1 | 65.2 | 10.7 | 16.9 | 7.2 | QQQ:21.3%;MSFT:10.4%;BND:15.3%;AAPL:11.9%;HYG:19.8%;GLD:21.3% | US:65.8;EU:18.7;APAC:5.4;EM:7.7;Other:2.4 | Value:+0.6;Growth:+1.0;Quality:-0.3;Size:+0.1;Momentum:-0.2;LowVol:-0.0 | MaxPos5%;NoDerivatives | 10 | 25 | 6.6 | hard 12% | 171 | 24.2 | Bull | 15.3 | 4.22 | 2.1 | 95 | 48 | 85 | 58 | false | Rebalance | Shift +1% to bonds from equity | 18 | -22 | BrokerA | VWAP | 96 | null | null | Normal monitoring | 111 | -1 | 75 | 4 | false | Tax-aware sells next window |
P8869 | Systematic | Roth | USD | 2025-08-20 | 870,547 | 75,039 | 795,508 | 1 | 55.2 | 31.9 | 3.9 | 9 | MUB:19.4%;GLD:21.2%;HYG:18.6%;VTI:21.2%;AMZN:19.7% | US:64.8;EU:17.3;APAC:9.4;EM:6.3;Other:2.2 | Value:+0.1;Growth:+0.8;Quality:-0.3;Size:-0.2;Momentum:+0.3;LowVol:-0.5 | NoDerivatives | 8 | 30 | 5.5 | trailing 9% | 215 | 17.2 | Bull | 13.4 | 4.14 | 3.1 | 111 | 84 | 100 | 37 | false | Sell | Trim extended winner -1% | -2 | 0 | BrokerC | VWAP | 94 | null | null | Normal monitoring | -24 | -51 | 52 | 4 | false | Monitor dispersion and breadth |
P8870 | Systematic | 401k | USD | 2025-03-15 | 1,727,489 | 99,969 | 1,627,520 | 1 | 63.4 | 29.2 | 0 | 7.4 | IEF:20.9%;BRK.B:22.4%;VOO:23.2%;TSLA:14.6%;VTI:18.9% | US:63.7;EU:12.4;APAC:13.3;EM:6.3;Other:4.4 | Value:+0.9;Growth:+0.1;Quality:0.0;Size:+0.2;Momentum:+0.6;LowVol:-0.4 | null | 10 | 25 | 5 | trailing 8% | 191 | 18.8 | Volatile | 27.3 | 3.9 | 2.4 | 180 | 20 | 54 | 80 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | -24 | BrokerA | VWAP | 90 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 66 | -15 | 115 | 2 | false | Tax-aware sells next window |
P8871 | Systematic | Trust | USD | 2025-04-20 | 526,602 | 35,805 | 490,797 | 1 | 57.6 | 28.1 | 7.5 | 6.8 | GLD:21.1%;AAPL:8.4%;BND:19.1%;TLT:20.9%;MSFT:14.1%;QQQ:16.4% | US:63.2;EU:16.5;APAC:12.4;EM:4.1;Other:3.9 | Value:+0.1;Growth:-0.2;Quality:+0.2;Size:-0.9;Momentum:0.0;LowVol:-1.0 | null | 10 | 25 | 4.4 | trailing 8% | 186 | 17.3 | Bull | 14.8 | 4.2 | 2.4 | 86 | 52 | 86 | 34 | false | Hedge | Add TLT +1% as duration hedge | 4 | 8 | BrokerC | MKT | 91 | null | null | Normal monitoring | 38 | -45 | 164 | 4 | false | Monitor dispersion and breadth |
P8872 | Active | Trust | USD | 2025-07-02 | 1,167,684 | 95,884 | 1,071,800 | 1 | 53.5 | 29.6 | 9.5 | 7.4 | VOO:26.5%;XLF:20.4%;MUB:26.5%;BRK.B:26.5% | US:73.9;EU:10.3;APAC:10.8;EM:4.7;Other:0.3 | Value:-0.6;Growth:-0.1;Quality:-0.3;Size:-0.6;Momentum:+0.8;LowVol:-0.7 | MaxPos5%;NoDerivatives | 8 | 35 | 4.9 | hard 12% | 198 | 25.7 | Sideways | 17.5 | 4.05 | 3.1 | 110 | 44 | 60 | 53 | false | Rebalance | Shift +1% to bonds from equity | 6 | 7 | BrokerD | LMT | 94 | null | null | Normal monitoring | 64 | -9 | 55 | 3 | false | Tax-aware sells next window |
P8873 | Cautious | Taxable | USD | 2025-03-06 | 282,716 | 40,248 | 242,468 | 1 | 47.3 | 38.9 | 3.8 | 10 | VNQ:33.3%;MSFT:33.3%;QQQ:33.3% | US:60.2;EU:14.3;APAC:11.3;EM:11.0;Other:3.2 | Value:+0.7;Growth:+0.5;Quality:-0.5;Size:+0.7;Momentum:-0.8;LowVol:-0.7 | NoMargin | 10 | 30 | 3.6 | hard 10% | 142 | 12.2 | Volatile | 30 | 4.88 | 4.5 | 121 | 31 | 52 | 63 | false | Buy | Add to core equity +1% | -6 | -5 | BrokerC | LMT | 93 | null | null | Normal monitoring | 53 | -56 | 127 | 3 | false | Tighten stops on momentum names |
P8874 | Cautious | Roth | USD | 2025-05-26 | 554,037 | 80,159 | 473,878 | 1 | 47.9 | 38.1 | 0 | 14 | MUB:37.9%;GLD:24.1%;QQQ:37.9% | US:67.6;EU:8.6;APAC:16.6;EM:6.9;Other:0.3 | Value:-0.1;Growth:+0.3;Quality:+0.7;Size:+0.2;Momentum:+0.7;LowVol:-0.1 | ESGOnly;NoMargin | 8 | 30 | 5.2 | trailing 8% | 90 | 18.3 | Volatile | 29.2 | 5.28 | 3.6 | 129 | -35 | 19 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | -6 | BrokerA | MKT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -16 | -54 | -52 | 2 | false | Monitor dispersion and breadth |
P8875 | Opportunistic | Trust | USD | 2025-11-20 | 332,024 | 23,487 | 308,537 | 1 | 65 | 10.5 | 17.5 | 7 | HYG:10.6%;TLT:15.3%;IEF:24.1%;XLF:13.9%;BRK.B:23.7%;GLD:12.4% | US:72.8;EU:7.6;APAC:11.0;EM:8.5;Other:0.1 | Value:+1.0;Growth:+0.7;Quality:+0.8;Size:+0.8;Momentum:+0.2;LowVol:+0.2 | MaxPos5% | 6 | 30 | 5.5 | trailing 7% | 224 | 31.4 | Bull | 15.3 | 4.36 | 3 | 87 | 110 | 100 | 48 | false | Rebalance | Shift +1% to bonds from equity | 5 | -30 | BrokerA | LMT | 96 | null | null | Normal monitoring | 88 | 10 | 221 | 3 | false | Tighten stops on momentum names |
P8876 | Systematic | Roth | USD | 2024-07-15 | 1,460,312 | 119,904 | 1,340,408 | 1 | 55.8 | 33.5 | 4.8 | 6 | TLT:15.6%;BND:6.6%;VNQ:20.3%;BRK.B:20.3%;IEF:17.5%;MSFT:19.8% | US:78.4;EU:7.2;APAC:7.5;EM:3.1;Other:3.8 | Value:+0.7;Growth:-0.1;Quality:-0.4;Size:-0.0;Momentum:+0.5;LowVol:+0.6 | MaxPos5% | 5 | 30 | 5.6 | trailing 8% | 206 | 21.3 | Bear | 23.2 | 3.49 | 2.4 | 150 | -112 | 5 | 50 | true | Rebalance | Rebalance back to target bands | 28 | 10 | BrokerC | MKT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 68 | 1 | 115 | 5 | false | Tighten stops on momentum names |
P8877 | Active | IRA | USD | 2024-09-14 | 1,287,010 | 101,564 | 1,185,446 | 1 | 68 | 21.9 | 4.4 | 5.7 | BRK.B:13.3%;VTI:21.1%;MSFT:16.5%;VOO:19.5%;HYG:16.6%;IEF:13.1% | US:64.1;EU:16.7;APAC:11.4;EM:4.2;Other:3.7 | Value:+0.7;Growth:+0.7;Quality:+0.2;Size:+0.4;Momentum:-0.2;LowVol:-0.9 | null | 7 | 25 | 5 | trailing 9% | 203 | 25 | Sideways | 16.8 | 3.69 | 2.9 | 126 | 17 | 69 | 58 | false | Sell | Trim extended winner -1% | 17 | -36 | BrokerA | LMT | 88 | null | null | Normal monitoring | 40 | 16 | 93 | 5 | false | Increase defensive factor exposure |
P8878 | Hands-off | IRA | USD | 2025-04-06 | 731,279 | 36,940 | 694,339 | 1 | 64 | 20.6 | 7 | 8.3 | MUB:33.3%;HYG:33.3%;AAPL:33.3% | US:67.5;EU:14.0;APAC:10.0;EM:4.4;Other:4.2 | Value:+0.6;Growth:0.0;Quality:-0.6;Size:-0.1;Momentum:-0.3;LowVol:-1.0 | ESGOnly;MaxPos5% | 6 | 30 | 5.3 | trailing 8% | 154 | 15.7 | Bear | 28.1 | 3.53 | 2.5 | 141 | -82 | 5 | 72 | true | Hedge | Buy index puts 1% notional | 5 | 12 | BrokerB | VWAP | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 12 | 5 | 11 | 4 | false | Monitor dispersion and breadth |
P8879 | Active | Roth | USD | 2025-10-21 | 894,432 | 81,740 | 812,692 | 1 | 51.7 | 25.3 | 17.7 | 5.2 | VOO:23.2%;AAPL:29.3%;QQQ:29.3%;VNQ:18.2% | US:62.0;EU:17.3;APAC:10.4;EM:5.6;Other:4.8 | Value:-0.2;Growth:-0.4;Quality:-0.7;Size:-0.6;Momentum:+0.9;LowVol:+0.8 | MaxPos5% | 8 | 30 | 4.9 | trailing 9% | 230 | 24.3 | Bear | 27.8 | 4.35 | 2.6 | 179 | -65 | 23 | 75 | true | Hedge | Buy index puts 1% notional | 21 | -3 | BrokerA | MKT | 95 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 18 | -10 | 82 | 5 | false | Monitor dispersion and breadth |
P8880 | Systematic | IRA | USD | 2024-08-12 | 1,447,624 | 122,956 | 1,324,668 | 1 | 64.4 | 30.4 | 0 | 5.2 | TLT:26.4%;VTI:26.4%;AMZN:26.4%;BRK.B:20.9% | US:76.3;EU:5.2;APAC:9.6;EM:5.6;Other:3.3 | Value:+0.8;Growth:-0.7;Quality:+0.6;Size:-0.8;Momentum:+0.2;LowVol:-0.9 | MaxPos5%;NoDerivatives | 10 | 35 | 4.1 | trailing 9% | 197 | 21.4 | Bull | 11 | 3.87 | 3.1 | 107 | 84 | 93 | 45 | false | NoAction | Within bands; monitor | -2 | -17 | BrokerC | MKT | 0 | null | null | Normal monitoring | 23 | 0 | -6 | 4 | false | Monitor dispersion and breadth |
P8881 | Cautious | Roth | USD | 2025-03-05 | 881,970 | 111,435 | 770,535 | 1 | 38.3 | 34.9 | 12.5 | 14.3 | BRK.B:23.0%;HYG:9.4%;IEF:22.1%;TSLA:23.0%;GLD:22.5% | US:64.4;EU:8.0;APAC:12.6;EM:12.3;Other:2.6 | Value:+0.4;Growth:+0.9;Quality:+0.1;Size:-0.8;Momentum:-0.1;LowVol:+0.3 | NoMargin | 10 | 35 | 4.1 | trailing 8% | 116 | 14.2 | Bull | 15.7 | 3.63 | 2.4 | 74 | 71 | 92 | 25 | false | Rebalance | Shift +1% to bonds from equity | -6 | 4 | BrokerA | MKT | 98 | null | null | Normal monitoring | 119 | -39 | 131 | 4 | false | Monitor dispersion and breadth |
P8882 | Active | IRA | USD | 2025-06-18 | 2,056,659 | 133,479 | 1,923,180 | 1 | 63.8 | 29.5 | 0 | 6.7 | BND:20.7%;AMZN:7.3%;VTI:20.7%;IEF:20.7%;HYG:18.5%;GLD:12.3% | US:71.7;EU:6.9;APAC:7.8;EM:9.9;Other:3.7 | Value:-0.7;Growth:-0.5;Quality:-0.1;Size:-0.8;Momentum:+0.7;LowVol:+0.8 | MaxPos6% | 7 | 25 | 5.7 | trailing 8% | 212 | 17.4 | Volatile | 22.8 | 4.76 | 2.5 | 148 | 53 | 61 | 55 | false | Buy | Add to core equity +1% | 5 | -30 | BrokerA | LMT | 88 | null | null | Normal monitoring | 115 | -9 | 146 | 4 | false | Within IPS guidelines |
P8883 | Hands-off | Trust | USD | 2025-10-18 | 256,875 | 15,175 | 241,700 | 1 | 62 | 28.2 | 1.4 | 8.5 | GLD:16.6%;TLT:14.6%;MSFT:19.0%;VNQ:24.9%;QQQ:24.9% | US:55.3;EU:18.5;APAC:14.0;EM:7.8;Other:4.5 | Value:+0.5;Growth:-0.2;Quality:-0.0;Size:-0.9;Momentum:+0.7;LowVol:-0.1 | ESGOnly | 10 | 30 | 4.3 | hard 10% | 132 | 14.3 | Volatile | 23.7 | 4.95 | 2.4 | 180 | 42 | 64 | 70 | false | Sell | Trim extended winner -1% | -8 | 7 | BrokerD | LMT | 99 | null | null | Normal monitoring | 97 | -57 | 183 | 5 | false | Tighten stops on momentum names |
P8884 | Opportunistic | Trust | USD | 2024-12-16 | 1,641,688 | 122,931 | 1,518,757 | 1 | 60.8 | 10.8 | 22.4 | 6 | HYG:22.1%;MSFT:14.0%;MUB:22.1%;TSLA:13.0%;BND:12.9%;AMZN:16.0% | US:64.4;EU:16.4;APAC:9.5;EM:6.5;Other:3.2 | Value:-0.1;Growth:+0.4;Quality:+0.2;Size:+0.6;Momentum:+0.3;LowVol:-0.9 | null | 8 | 30 | 4.5 | hard 12% | 217 | 22.5 | Bull | 14.4 | 3.65 | 3.3 | 74 | 44 | 76 | 44 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | -34 | BrokerD | VWAP | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 116 | -47 | 148 | 4 | false | Tighten stops on momentum names |
P8885 | Active | IRA | USD | 2025-09-03 | 1,583,033 | 128,044 | 1,454,989 | 1 | 66.6 | 28.5 | 0 | 4.8 | AMZN:31.2%;XLF:34.4%;TSLA:34.4% | US:71.7;EU:10.3;APAC:10.1;EM:5.4;Other:2.4 | Value:+0.8;Growth:+0.3;Quality:+0.2;Size:-0.7;Momentum:-0.3;LowVol:-0.8 | MaxPos6% | 8 | 35 | 5.6 | trailing 8% | 190 | 18.6 | Bull | 17.6 | 4.64 | 3.4 | 76 | 20 | 73 | 55 | false | Sell | Trim extended winner -1% | 30 | -8 | BrokerD | MKT | 94 | null | null | Normal monitoring | -56 | -28 | 83 | 3 | false | Within IPS guidelines |
P8886 | Hands-off | IRA | USD | 2025-12-22 | 732,724 | 41,828 | 690,896 | 1 | 66.1 | 25.4 | 0 | 8.5 | HYG:34.2%;GLD:31.6%;VOO:34.2% | US:68.7;EU:9.2;APAC:9.3;EM:8.7;Other:4.2 | Value:-0.0;Growth:-0.5;Quality:-0.4;Size:+0.1;Momentum:+0.5;LowVol:-0.7 | ESGOnly;MaxPos7% | 6 | 25 | 5.5 | hard 10% | 160 | 15.2 | Sideways | 14.7 | 4.77 | 3.4 | 130 | 54 | 92 | 41 | false | Rebalance | Shift +1% to bonds from equity | 15 | -2 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 48 | -47 | 111 | 3 | false | Tax-aware sells next window |
P8887 | Cautious | Roth | USD | 2024-08-08 | 873,091 | 93,827 | 779,264 | 1 | 39.5 | 36.8 | 10.9 | 12.8 | TSLA:33.3%;VNQ:33.3%;TLT:33.3% | US:73.7;EU:10.6;APAC:7.2;EM:4.0;Other:4.5 | Value:+0.8;Growth:+0.1;Quality:-0.5;Size:-0.4;Momentum:+0.9;LowVol:-0.5 | ESGOnly;NoMargin | 6 | 35 | 5.6 | trailing 8% | 120 | 18.5 | Bull | 18 | 4.68 | 3.1 | 119 | 88 | 100 | 31 | false | Rebalance | Shift +1% to bonds from equity | -5 | -27 | BrokerC | LMT | 97 | null | null | Normal monitoring | 60 | -33 | 146 | 5 | false | Increase defensive factor exposure |
P8888 | Hands-off | Roth | USD | 2024-07-24 | 829,279 | 53,964 | 775,315 | 1 | 69.1 | 22.9 | 0 | 8 | QQQ:27.0%;VOO:19.0%;AMZN:27.0%;GLD:27.0% | US:60.8;EU:20.9;APAC:8.4;EM:6.4;Other:3.5 | Value:+0.9;Growth:-0.7;Quality:-0.2;Size:+0.5;Momentum:-0.1;LowVol:+0.6 | MaxPos7% | 5 | 25 | 5.3 | trailing 8% | 164 | 17.4 | Bear | 28.4 | 3.46 | 2.3 | 195 | -80 | 5 | 87 | true | Rebalance | Rebalance back to target bands | -5 | -24 | BrokerB | LMT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 76 | -1 | 155 | 4 | false | Increase defensive factor exposure |
P8889 | Active | 401k | USD | 2025-03-18 | 668,992 | 74,093 | 594,899 | 1 | 52 | 23.5 | 18.1 | 6.4 | HYG:33.3%;GLD:33.3%;QQQ:33.3% | US:69.3;EU:6.7;APAC:12.0;EM:7.4;Other:4.7 | Value:-0.7;Growth:-0.5;Quality:+0.2;Size:+0.4;Momentum:+0.2;LowVol:-1.0 | MaxPos5% | 7 | 25 | 4.7 | trailing 8% | 133 | 27.8 | Sideways | 21.2 | 3.75 | 3 | 106 | 47 | 72 | 58 | false | Rebalance | Shift +1% to bonds from equity | 10 | -11 | BrokerD | MKT | 94 | null | null | Normal monitoring | 31 | -50 | 35 | 5 | false | Monitor dispersion and breadth |
P8890 | Active | Roth | USD | 2025-05-18 | 1,401,801 | 166,618 | 1,235,183 | 1 | 55.3 | 30.3 | 9.2 | 5.2 | AAPL:33.3%;VOO:33.3%;MUB:33.3% | US:71.3;EU:5.0;APAC:9.9;EM:9.6;Other:4.3 | Value:-0.7;Growth:-0.4;Quality:+0.2;Size:+0.3;Momentum:-1.0;LowVol:+0.4 | MaxPos8% | 10 | 30 | 5.1 | trailing 8% | 190 | 27.4 | Volatile | 29.5 | 4.83 | 4.2 | 140 | -35 | 36 | 63 | false | Sell | Trim extended winner -1% | 21 | -39 | BrokerA | MKT | 98 | null | null | Normal monitoring | 49 | -42 | 167 | 3 | false | Monitor dispersion and breadth |
P8891 | Active | Roth | USD | 2025-08-15 | 717,238 | 57,643 | 659,595 | 1 | 58.9 | 24 | 9.6 | 7.4 | QQQ:27.9%;VTI:22.1%;VOO:27.9%;BRK.B:22.1% | US:63.1;EU:15.1;APAC:10.3;EM:11.3;Other:0.3 | Value:-0.4;Growth:+0.1;Quality:+0.9;Size:+0.9;Momentum:+0.4;LowVol:-0.2 | null | 10 | 30 | 5.6 | trailing 8% | 198 | 16.8 | Volatile | 20.1 | 5.06 | 4.2 | 156 | 3 | 64 | 59 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -1 | BrokerA | LMT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 56 | 8 | 131 | 4 | false | Within IPS guidelines |
P8892 | Active | Roth | USD | 2025-05-10 | 1,453,925 | 87,645 | 1,366,280 | 1 | 51.4 | 20.9 | 18.7 | 9.1 | MUB:21.3%;IEF:17.7%;TSLA:30.5%;GLD:30.5% | US:62.9;EU:14.7;APAC:12.6;EM:8.7;Other:1.1 | Value:+0.7;Growth:-0.6;Quality:+0.1;Size:-0.4;Momentum:-0.8;LowVol:-0.0 | MaxPos8%;NoDerivatives | 7 | 30 | 4.7 | trailing 9% | 191 | 21 | Volatile | 29.9 | 4.39 | 2.4 | 130 | -40 | 21 | 77 | true | Hedge | Buy index puts 1% notional | 3 | 3 | BrokerA | VWAP | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 24 | -19 | 81 | 2 | false | Tax-aware sells next window |
P8893 | Cautious | Roth | USD | 2025-04-30 | 834,267 | 110,027 | 724,240 | 1 | 50.6 | 30 | 8.2 | 11.2 | MSFT:33.6%;MUB:33.6%;VOO:32.7% | US:66.9;EU:8.2;APAC:17.1;EM:6.8;Other:1.0 | Value:-0.6;Growth:0.0;Quality:-0.6;Size:+0.6;Momentum:+0.5;LowVol:-0.5 | NoMargin | 8 | 25 | 4.7 | hard 10% | 166 | 18.6 | Bull | 13.6 | 4.34 | 2.4 | 85 | 117 | 100 | 41 | false | Buy | Add to core equity +1% | 25 | -19 | BrokerB | LMT | 95 | null | null | Normal monitoring | 103 | 15 | 93 | 5 | false | Monitor dispersion and breadth |
P8894 | Hands-off | Roth | USD | 2025-06-01 | 479,736 | 38,307 | 441,429 | 1 | 64.8 | 26.9 | 0 | 8.3 | AAPL:12.4%;BND:22.3%;BRK.B:18.0%;AMZN:22.3%;TLT:12.7%;VNQ:12.2% | US:65.5;EU:17.4;APAC:11.6;EM:3.2;Other:2.4 | Value:+0.6;Growth:+0.4;Quality:-0.9;Size:-0.0;Momentum:-0.7;LowVol:+0.3 | MaxPos6%;NoDerivatives | 10 | 30 | 4.5 | hard 10% | 126 | 16.5 | Sideways | 17.1 | 4.99 | 3.5 | 134 | -23 | 27 | 55 | false | Buy | Add to core equity +1% | -10 | -22 | BrokerD | VWAP | 99 | null | null | Normal monitoring | 110 | -55 | 81 | 3 | false | Monitor dispersion and breadth |
P8895 | Hands-off | IRA | USD | 2025-08-25 | 652,042 | 65,111 | 586,931 | 1 | 69.8 | 22.1 | 0 | 8 | TLT:33.3%;BND:33.3%;GLD:33.3% | US:58.2;EU:21.0;APAC:9.8;EM:10.2;Other:0.9 | Value:+0.1;Growth:+0.2;Quality:+0.2;Size:-1.0;Momentum:+1.0;LowVol:+0.4 | MaxPos8%;NoDerivatives | 8 | 35 | 4.2 | hard 10% | 109 | 18.4 | Volatile | 29.3 | 4.62 | 2.8 | 152 | -55 | 13 | 83 | true | Rebalance | Rebalance back to target bands | 21 | -13 | BrokerD | MKT | 85 | VAR>budget | Hedge | Risk above budget threshold | -48 | 14 | -21 | 4 | false | Tighten stops on momentum names |
P8896 | Active | Trust | USD | 2025-10-06 | 675,018 | 76,629 | 598,389 | 1 | 68.1 | 25.8 | 0.4 | 5.6 | BRK.B:19.4%;MSFT:12.2%;TSLA:18.6%;XLF:13.8%;TLT:15.8%;MUB:20.2% | US:62.9;EU:9.7;APAC:11.2;EM:12.9;Other:3.3 | Value:-0.4;Growth:+0.2;Quality:+0.1;Size:+0.6;Momentum:+0.9;LowVol:-0.3 | null | 10 | 30 | 4.3 | hard 12% | 201 | 22.5 | Bull | 11.9 | 4.95 | 3 | 83 | 41 | 69 | 53 | false | Sell | Trim extended winner -1% | 18 | 4 | BrokerC | LMT | 98 | null | null | Normal monitoring | -50 | -12 | -62 | 4 | false | Tighten stops on momentum names |
P8897 | Systematic | Taxable | USD | 2024-07-08 | 1,191,170 | 115,511 | 1,075,659 | 1 | 56.7 | 23.1 | 15 | 5.2 | IEF:23.3%;VTI:28.7%;AMZN:19.4%;MSFT:28.7% | US:66.7;EU:12.4;APAC:10.4;EM:10.0;Other:0.5 | Value:+1.0;Growth:-0.4;Quality:+0.9;Size:+0.5;Momentum:+0.4;LowVol:-0.9 | null | 8 | 35 | 5.4 | trailing 8% | 216 | 25 | Bear | 27.4 | 3.01 | 2.4 | 170 | -34 | 41 | 72 | true | Hedge | Buy index puts 1% notional | 32 | 1 | BrokerD | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 21 | -13 | 146 | 5 | false | Increase defensive factor exposure |
P8898 | Hands-off | Trust | USD | 2024-10-04 | 151,608 | 13,692 | 137,916 | 1 | 69.2 | 23.6 | 1.9 | 5.4 | BND:26.5%;TLT:26.5%;XLF:26.5%;VNQ:20.5% | US:60.7;EU:17.2;APAC:10.6;EM:7.4;Other:4.2 | Value:+0.2;Growth:-0.4;Quality:+0.6;Size:+1.0;Momentum:-0.7;LowVol:+0.3 | MaxPos7% | 8 | 25 | 3.3 | trailing 10% | 119 | 18.8 | Bull | 17.3 | 4.94 | 3 | 91 | 69 | 96 | 55 | false | Rebalance | Shift +1% to bonds from equity | 0 | 4 | BrokerC | LMT | 96 | null | null | Normal monitoring | -6 | 12 | -18 | 5 | false | Tax-aware sells next window |
P8899 | Active | 401k | USD | 2025-11-10 | 1,850,595 | 165,514 | 1,685,081 | 1 | 61.4 | 28.7 | 0.2 | 9.7 | AMZN:33.6%;IEF:32.8%;BRK.B:33.6% | US:70.2;EU:12.3;APAC:6.6;EM:6.0;Other:5.0 | Value:+1.0;Growth:-0.2;Quality:+0.1;Size:-0.4;Momentum:-0.4;LowVol:+0.2 | MaxPos7% | 5 | 25 | 5.7 | hard 12% | 140 | 20.9 | Bull | 13.5 | 4.31 | 2.6 | 106 | 96 | 96 | 46 | false | Buy | Add to core equity +1% | 16 | -26 | BrokerD | LMT | 98 | null | null | Normal monitoring | 68 | -1 | 56 | 4 | false | Monitor dispersion and breadth |
P8900 | Active | Taxable | USD | 2025-10-11 | 2,474,456 | 154,491 | 2,319,965 | 1 | 64.9 | 18.7 | 8.6 | 7.8 | AMZN:14.9%;VOO:21.0%;IEF:11.0%;MSFT:21.0%;VTI:21.0%;XLF:11.2% | US:69.4;EU:10.4;APAC:8.5;EM:7.5;Other:4.2 | Value:-0.5;Growth:+0.1;Quality:-0.1;Size:-0.8;Momentum:-0.7;LowVol:-0.2 | NoDerivatives | 8 | 25 | 4.9 | trailing 8% | 131 | 20 | Bear | 34.7 | 3.39 | 2.3 | 137 | -75 | 8 | 92 | true | Hedge | Buy index puts 1% notional | 2 | -19 | BrokerD | MKT | 93 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 82 | -29 | 186 | 5 | true | Increase defensive factor exposure |
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