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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P8901 | Systematic | IRA | USD | 2024-10-27 | 430,435 | 35,597 | 394,838 | 1 | 59.7 | 33.4 | 0.6 | 6.2 | BRK.B:25.0%;VOO:25.0%;QQQ:25.0%;HYG:25.0% | US:74.6;EU:12.5;APAC:6.5;EM:3.9;Other:2.6 | Value:-0.7;Growth:+1.0;Quality:-0.1;Size:0.0;Momentum:-1.0;LowVol:-0.0 | MaxPos5% | 6 | 25 | 5.7 | trailing 8% | 177 | 22.5 | Bull | 11.6 | 3.79 | 2 | 112 | 116 | 100 | 31 | false | Hedge | Add TLT +1% as duration hedge | 33 | -19 | BrokerA | LMT | 88 | null | null | Normal monitoring | 6 | 4 | -15 | 4 | false | Increase defensive factor exposure |
P8902 | Systematic | 401k | USD | 2024-11-20 | 1,232,040 | 118,111 | 1,113,929 | 1 | 60.2 | 30.7 | 0 | 9.1 | TSLA:22.4%;BRK.B:22.4%;QQQ:14.0%;HYG:21.2%;MSFT:19.9% | US:61.4;EU:15.6;APAC:11.7;EM:7.2;Other:4.0 | Value:-0.1;Growth:-0.3;Quality:+0.1;Size:+0.2;Momentum:+1.0;LowVol:-0.2 | MaxPos5% | 5 | 35 | 5.6 | trailing 9% | 172 | 17.2 | Volatile | 25.6 | 4.77 | 2.6 | 140 | -2 | 52 | 64 | false | Buy | Add to core equity +1% | -3 | 3 | BrokerC | MKT | 100 | null | null | Normal monitoring | 75 | -2 | 101 | 5 | false | Tax-aware sells next window |
P8903 | Opportunistic | IRA | USD | 2024-10-02 | 899,836 | 79,247 | 820,589 | 1 | 77.4 | 10.9 | 6.4 | 5.4 | TSLA:33.3%;AMZN:33.3%;IEF:33.3% | US:67.7;EU:12.8;APAC:7.9;EM:9.0;Other:2.7 | Value:-0.4;Growth:-0.6;Quality:+0.6;Size:-0.6;Momentum:+0.6;LowVol:-0.3 | null | 8 | 35 | 4.4 | hard 12% | 257 | 23.6 | Bull | 11.7 | 4.02 | 2.2 | 74 | 7 | 42 | 48 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -5 | BrokerD | MKT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -44 | 9 | 5 | 5 | false | Tighten stops on momentum names |
P8904 | Opportunistic | IRA | USD | 2024-07-08 | 656,296 | 32,359 | 623,937 | 1.22 | 76.7 | 14.8 | 0 | 8.5 | MSFT:28.2%;TLT:28.2%;QQQ:24.0%;VNQ:19.5% | US:62.6;EU:14.9;APAC:11.4;EM:7.1;Other:4.0 | Value:+0.3;Growth:-0.6;Quality:+0.1;Size:-0.7;Momentum:-0.4;LowVol:-0.3 | null | 8 | 30 | 5.7 | trailing 9% | 233 | 23.3 | Bull | 14.1 | 4.33 | 2.7 | 101 | 87 | 95 | 49 | false | Buy | Add to core equity +1% | -12 | -2 | BrokerD | LMT | 91 | null | null | Normal monitoring | 71 | -36 | 145 | 4 | false | Increase defensive factor exposure |
P8905 | Hands-off | Trust | USD | 2025-01-30 | 163,615 | 9,678 | 153,937 | 1 | 67.4 | 27.3 | 0 | 5.2 | VTI:19.1%;MSFT:9.6%;BND:20.7%;HYG:20.7%;AMZN:19.6%;MUB:10.3% | US:62.3;EU:16.6;APAC:7.3;EM:10.1;Other:3.6 | Value:+0.4;Growth:-0.5;Quality:-0.4;Size:+0.4;Momentum:+0.5;LowVol:+0.7 | null | 5 | 35 | 5.2 | trailing 8% | 162 | 15.8 | Bull | 16.9 | 3.76 | 3.3 | 71 | 103 | 100 | 60 | false | Rebalance | Shift +1% to bonds from equity | 31 | 6 | BrokerB | LMT | 90 | null | null | Normal monitoring | 89 | -2 | 150 | 4 | false | Increase defensive factor exposure |
P8906 | Systematic | Taxable | USD | 2025-04-25 | 1,823,293 | 149,485 | 1,673,808 | 1 | 62.6 | 29.2 | 0 | 8.2 | MSFT:18.7%;VNQ:18.9%;BRK.B:17.9%;XLF:15.6%;TSLA:14.5%;HYG:14.4% | US:62.9;EU:16.2;APAC:10.6;EM:8.0;Other:2.3 | Value:0.0;Growth:+0.4;Quality:+0.7;Size:+0.7;Momentum:-0.1;LowVol:+0.1 | MaxPos8% | 10 | 25 | 5.6 | trailing 8% | 122 | 23.1 | Sideways | 19 | 3.65 | 2 | 127 | -25 | 30 | 61 | true | Hedge | Buy index puts 1% notional | 34 | -21 | BrokerA | VWAP | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -42 | -3 | 17 | 5 | false | Tax-aware sells next window |
P8907 | Active | Taxable | USD | 2024-12-21 | 1,160,934 | 72,900 | 1,088,034 | 1.1 | 62.8 | 29.4 | 2.5 | 5.3 | IEF:21.5%;XLF:26.2%;HYG:26.2%;TLT:26.2% | US:62.1;EU:15.1;APAC:8.6;EM:9.7;Other:4.5 | Value:-0.7;Growth:-0.3;Quality:+0.8;Size:-0.6;Momentum:-0.3;LowVol:-0.7 | null | 10 | 35 | 5 | hard 12% | 168 | 23.7 | Bull | 12.9 | 3.67 | 2.5 | 120 | 17 | 63 | 51 | false | Rebalance | Shift +1% to bonds from equity | -4 | -16 | BrokerD | MKT | 100 | null | null | Normal monitoring | 81 | 17 | 155 | 5 | false | Monitor dispersion and breadth |
P8908 | Cautious | Trust | USD | 2025-09-22 | 216,891 | 20,108 | 196,783 | 1 | 40.7 | 37.7 | 8.3 | 13.2 | TLT:18.0%;AAPL:24.2%;MUB:9.6%;BRK.B:24.2%;AMZN:24.2% | US:63.9;EU:18.0;APAC:13.0;EM:3.7;Other:1.4 | Value:+0.8;Growth:-0.7;Quality:-0.4;Size:+0.9;Momentum:+0.4;LowVol:-0.6 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 6 | 35 | 4 | hard 10% | 104 | 12.4 | Volatile | 23.3 | 3.96 | 2.2 | 159 | -54 | 11 | 51 | false | Rebalance | Shift +1% to bonds from equity | -7 | 0 | BrokerB | LMT | 93 | null | null | Normal monitoring | 106 | -50 | 194 | 5 | false | Tighten stops on momentum names |
P8909 | Hands-off | Taxable | USD | 2024-08-30 | 594,831 | 42,976 | 551,855 | 1 | 65.3 | 27.6 | 0 | 7 | QQQ:14.0%;MSFT:16.9%;AMZN:15.3%;BRK.B:12.8%;GLD:20.8%;TSLA:20.3% | US:61.0;EU:16.5;APAC:9.0;EM:11.1;Other:2.4 | Value:+0.3;Growth:0.0;Quality:-0.4;Size:+0.8;Momentum:-0.4;LowVol:-0.6 | MaxPos6% | 7 | 30 | 4.1 | trailing 8% | 95 | 17.2 | Bull | 17.7 | 4.5 | 3 | 104 | 93 | 93 | 58 | false | Sell | Trim extended winner -1% | -1 | -11 | BrokerA | LMT | 86 | null | null | Normal monitoring | -25 | -57 | 28 | 5 | false | Increase defensive factor exposure |
P8910 | Hands-off | Taxable | USD | 2025-05-28 | 832,975 | 65,217 | 767,758 | 1 | 64 | 21.7 | 5.3 | 9 | MUB:20.5%;MSFT:16.8%;IEF:10.1%;GLD:20.5%;TLT:13.7%;VNQ:18.5% | US:75.3;EU:8.8;APAC:11.6;EM:3.6;Other:0.8 | Value:-0.0;Growth:-0.1;Quality:-0.3;Size:-0.3;Momentum:+0.6;LowVol:-0.3 | ESGOnly | 7 | 25 | 3.9 | hard 10% | 112 | 14.8 | Sideways | 17.5 | 4.98 | 2.2 | 119 | 47 | 87 | 60 | false | Rebalance | Shift +1% to bonds from equity | 1 | -40 | BrokerB | LMT | 98 | null | null | Normal monitoring | -47 | -48 | 6 | 3 | false | Within IPS guidelines |
P8911 | Opportunistic | Roth | USD | 2025-10-01 | 357,927 | 12,844 | 345,083 | 1 | 75.4 | 20.6 | 0 | 4.1 | TSLA:18.6%;VOO:15.3%;QQQ:17.1%;AAPL:7.3%;MSFT:20.9%;BND:20.9% | US:59.1;EU:18.2;APAC:11.4;EM:6.1;Other:5.2 | Value:+0.7;Growth:-0.1;Quality:+0.2;Size:-0.6;Momentum:-0.0;LowVol:+0.4 | null | 6 | 25 | 6.2 | hard 12% | 220 | 34.4 | Bull | 14.6 | 3.65 | 2.5 | 96 | 56 | 83 | 59 | false | Sell | Trim extended winner -1% | 14 | -14 | BrokerD | LMT | 98 | null | null | Normal monitoring | 7 | -5 | 6 | 5 | false | Increase defensive factor exposure |
P8912 | Hands-off | Roth | USD | 2024-07-14 | 409,092 | 34,373 | 374,719 | 1 | 67.4 | 25.8 | 1.1 | 5.7 | GLD:25.6%;VNQ:25.6%;QQQ:25.6%;TLT:23.3% | US:71.4;EU:9.2;APAC:11.1;EM:6.5;Other:1.8 | Value:-0.6;Growth:+0.7;Quality:+0.7;Size:+0.5;Momentum:-0.6;LowVol:+0.9 | null | 8 | 30 | 4.8 | trailing 8% | 155 | 14.4 | Bull | 17 | 4.74 | 2.1 | 74 | 33 | 52 | 48 | false | Sell | Trim extended winner -1% | 8 | -36 | BrokerB | MKT | 94 | null | null | Normal monitoring | -36 | -42 | -42 | 4 | false | Within IPS guidelines |
P8913 | Cautious | 401k | USD | 2024-07-25 | 292,749 | 36,940 | 255,809 | 1 | 44.5 | 34.1 | 4.2 | 17.2 | MUB:26.8%;HYG:26.8%;AMZN:26.8%;IEF:19.7% | US:69.4;EU:14.3;APAC:10.4;EM:3.7;Other:2.2 | Value:-0.0;Growth:+0.5;Quality:-0.6;Size:-0.2;Momentum:+0.6;LowVol:+0.2 | NoMargin | 6 | 25 | 6 | trailing 8% | 160 | 14.9 | Volatile | 27.6 | 4.92 | 4.1 | 125 | 63 | 66 | 63 | false | Hedge | Add TLT +1% as duration hedge | 9 | -26 | BrokerC | MKT | 85 | null | null | Normal monitoring | 72 | 16 | 49 | 3 | false | Increase defensive factor exposure |
P8914 | Opportunistic | Trust | USD | 2025-08-19 | 1,125,248 | 69,352 | 1,055,896 | 1.12 | 68.6 | 21.3 | 5.7 | 4.4 | IEF:24.2%;TLT:11.6%;HYG:21.4%;MUB:18.7%;GLD:24.2% | US:60.8;EU:13.9;APAC:15.8;EM:8.3;Other:1.1 | Value:-0.4;Growth:-0.3;Quality:-0.8;Size:+0.4;Momentum:-0.4;LowVol:+0.4 | MaxPos7% | 7 | 30 | 5.1 | hard 12% | 185 | 28.5 | Sideways | 14.4 | 4.72 | 2.8 | 131 | 41 | 72 | 51 | false | Rebalance | Shift +1% to bonds from equity | -11 | -9 | BrokerA | VWAP | 97 | null | null | Normal monitoring | 28 | -32 | 82 | 4 | false | Increase defensive factor exposure |
P8915 | Cautious | Roth | USD | 2024-08-24 | 690,033 | 89,453 | 600,580 | 1 | 47.5 | 32.1 | 4 | 16.4 | TSLA:22.8%;VOO:12.2%;TLT:19.4%;QQQ:22.8%;AAPL:22.8% | US:66.9;EU:17.5;APAC:5.7;EM:6.0;Other:3.9 | Value:+0.6;Growth:+0.1;Quality:-0.9;Size:+0.8;Momentum:-0.5;LowVol:+0.6 | ESGOnly;NoMargin | 6 | 25 | 3.2 | trailing 8% | 134 | 13 | Sideways | 18.4 | 4.35 | 2.9 | 101 | 52 | 79 | 40 | false | Hedge | Add TLT +1% as duration hedge | -13 | -36 | BrokerB | MKT | 92 | null | null | Normal monitoring | 95 | -3 | 227 | 3 | false | Within IPS guidelines |
P8916 | Hands-off | Taxable | USD | 2024-10-01 | 815,769 | 41,417 | 774,352 | 1 | 71 | 20.6 | 0 | 8.4 | AMZN:33.3%;HYG:33.3%;AAPL:33.3% | US:69.1;EU:7.6;APAC:11.7;EM:9.5;Other:2.1 | Value:-0.9;Growth:-0.3;Quality:+0.5;Size:-0.2;Momentum:+0.1;LowVol:-0.9 | NoDerivatives | 8 | 25 | 4.6 | trailing 8% | 138 | 16.5 | Volatile | 30.5 | 5.03 | 3 | 167 | -34 | 35 | 88 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | 2 | BrokerB | LMT | 100 | VAR>budget | Reduce | Risk above budget threshold | 51 | 11 | 15 | 5 | false | Tighten stops on momentum names |
P8917 | Hands-off | Roth | USD | 2025-10-30 | 697,340 | 52,330 | 645,010 | 1 | 69.4 | 21.8 | 0 | 8.8 | XLF:22.8%;IEF:22.8%;MSFT:22.8%;AMZN:22.8%;MUB:8.8% | US:72.1;EU:6.1;APAC:10.0;EM:11.0;Other:0.7 | Value:-0.3;Growth:+0.1;Quality:+1.0;Size:-0.3;Momentum:-0.1;LowVol:-0.4 | null | 10 | 30 | 5.3 | trailing 10% | 127 | 15.9 | Bull | 13.9 | 4.76 | 3.1 | 70 | 91 | 83 | 48 | false | Sell | Trim extended winner -1% | 24 | -30 | BrokerD | MKT | 97 | null | null | Normal monitoring | 2 | 2 | 137 | 4 | false | Monitor dispersion and breadth |
P8918 | Systematic | IRA | USD | 2025-10-21 | 470,505 | 26,770 | 443,735 | 1 | 63.5 | 31.5 | 0 | 5 | VNQ:23.7%;GLD:26.7%;AMZN:23.0%;MUB:26.7% | US:61.2;EU:9.1;APAC:16.8;EM:11.9;Other:1.0 | Value:-0.8;Growth:+0.3;Quality:+0.4;Size:-0.6;Momentum:+0.7;LowVol:-0.4 | null | 8 | 30 | 5.7 | hard 12% | 167 | 24.2 | Bear | 24.1 | 3.66 | 1.5 | 145 | -12 | 41 | 56 | false | Rebalance | Shift +1% to bonds from equity | 19 | -5 | BrokerB | LMT | 98 | null | null | Normal monitoring | -43 | -57 | 77 | 3 | false | Increase defensive factor exposure |
P8919 | Hands-off | Trust | USD | 2025-11-14 | 497,817 | 33,924 | 463,893 | 1 | 74.4 | 17.7 | 2.8 | 5.1 | IEF:17.4%;VNQ:21.2%;TSLA:22.0%;BND:17.5%;MSFT:22.0% | US:65.0;EU:15.0;APAC:11.8;EM:4.9;Other:3.2 | Value:+0.6;Growth:+0.7;Quality:+0.1;Size:+0.1;Momentum:-0.0;LowVol:+0.7 | MaxPos8%;NoDerivatives | 5 | 30 | 5.6 | hard 10% | 91 | 18 | Bull | 12.3 | 3.57 | 3.1 | 82 | 70 | 78 | 54 | false | Buy | Add to core equity +1% | 1 | -15 | BrokerB | VWAP | 93 | null | null | Normal monitoring | 35 | -25 | 158 | 3 | false | Increase defensive factor exposure |
P8920 | Opportunistic | Roth | USD | 2024-09-11 | 951,510 | 41,712 | 909,798 | 1.18 | 70.7 | 14 | 10.5 | 4.7 | TSLA:22.9%;HYG:22.9%;VNQ:22.9%;TLT:11.4%;XLF:19.8% | US:54.4;EU:20.1;APAC:14.4;EM:9.0;Other:2.0 | Value:-0.4;Growth:-0.9;Quality:-0.8;Size:-0.5;Momentum:0.0;LowVol:+0.1 | null | 7 | 30 | 5.9 | trailing 9% | 205 | 30.6 | Volatile | 31.4 | 3.51 | 2 | 178 | -38 | 34 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | 13 | BrokerD | MKT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -60 | -6 | 24 | 3 | true | Increase defensive factor exposure |
P8921 | Opportunistic | IRA | USD | 2025-04-19 | 1,249,097 | 53,120 | 1,195,977 | 1 | 73 | 15.7 | 4.7 | 6.7 | MSFT:23.5%;TLT:16.5%;GLD:23.5%;VOO:13.0%;VTI:23.5% | US:64.3;EU:16.1;APAC:9.3;EM:10.2;Other:0.1 | Value:+0.8;Growth:+0.1;Quality:+0.4;Size:-0.1;Momentum:-0.6;LowVol:+0.1 | MaxPos7%;NoDerivatives | 5 | 35 | 5.3 | trailing 9% | 189 | 22.5 | Volatile | 31.5 | 4.11 | 2.6 | 175 | -54 | 18 | 86 | true | Rebalance | Rebalance back to target bands | -15 | -14 | BrokerD | MKT | 97 | VAR>budget | TightenStops | Risk above budget threshold | 113 | -47 | 101 | 5 | false | Tax-aware sells next window |
P8922 | Hands-off | 401k | USD | 2025-04-07 | 853,164 | 34,970 | 818,194 | 1 | 62.7 | 28.9 | 0 | 8.4 | VNQ:25.9%;QQQ:25.9%;TSLA:22.3%;TLT:25.9% | US:68.6;EU:14.0;APAC:10.7;EM:5.4;Other:1.2 | Value:+0.8;Growth:+0.2;Quality:+0.5;Size:-0.3;Momentum:+0.1;LowVol:+0.4 | MaxPos6% | 5 | 35 | 4.8 | hard 10% | 159 | 13.4 | Volatile | 26.1 | 4.65 | 3.2 | 138 | 16 | 57 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -22 | BrokerB | MKT | 88 | VAR>budget | Hedge | Risk above budget threshold | 6 | -25 | 62 | 4 | false | Within IPS guidelines |
P8923 | Cautious | IRA | USD | 2024-09-10 | 511,777 | 68,577 | 443,200 | 1 | 46.6 | 34.3 | 3.6 | 15.5 | AMZN:33.3%;QQQ:33.3%;IEF:33.3% | US:61.1;EU:10.4;APAC:13.3;EM:12.7;Other:2.4 | Value:+0.6;Growth:0.0;Quality:+0.6;Size:+0.2;Momentum:-0.4;LowVol:-0.0 | NoMargin | 5 | 25 | 5.2 | trailing 10% | 129 | 14.4 | Bear | 22.8 | 4.46 | 2.1 | 149 | -101 | 5 | 52 | false | Buy | Add to core equity +1% | 17 | 13 | BrokerC | LMT | 99 | null | null | Normal monitoring | 61 | -47 | 104 | 4 | false | Tighten stops on momentum names |
P8924 | Active | Trust | USD | 2024-12-21 | 1,157,181 | 131,683 | 1,025,498 | 1 | 54.4 | 31.2 | 7.8 | 6.6 | MSFT:8.8%;TSLA:16.2%;VTI:21.9%;TLT:22.8%;VOO:22.8%;BRK.B:7.5% | US:61.4;EU:13.2;APAC:17.1;EM:5.2;Other:3.1 | Value:+0.6;Growth:-0.4;Quality:+0.4;Size:+0.7;Momentum:+0.3;LowVol:-0.1 | null | 10 | 25 | 5.7 | trailing 8% | 191 | 22.9 | Bull | 14.9 | 4.31 | 2.8 | 119 | 20 | 61 | 45 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | -37 | BrokerA | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 36 | -44 | 98 | 4 | false | Increase defensive factor exposure |
P8925 | Opportunistic | 401k | USD | 2024-09-14 | 1,117,789 | 47,808 | 1,069,981 | 1 | 68.8 | 13.9 | 12.2 | 5.1 | AMZN:21.8%;GLD:11.5%;VOO:12.0%;VNQ:21.8%;BRK.B:11.2%;QQQ:21.8% | US:63.0;EU:16.3;APAC:11.4;EM:8.1;Other:1.3 | Value:-0.9;Growth:+1.0;Quality:-0.0;Size:-0.6;Momentum:+0.8;LowVol:-0.5 | null | 8 | 25 | 6.3 | trailing 9% | 174 | 30.3 | Volatile | 26.9 | 4.75 | 4.2 | 161 | -15 | 52 | 78 | true | Hedge | Buy index puts 1% notional | 3 | -8 | BrokerC | LMT | 85 | VAR>budget | Reduce | Risk above budget threshold | 70 | 17 | 179 | 4 | false | Monitor dispersion and breadth |
P8926 | Systematic | 401k | USD | 2025-10-14 | 1,472,737 | 81,608 | 1,391,129 | 1 | 58.7 | 28.8 | 5.6 | 6.9 | TSLA:11.3%;VNQ:25.5%;AAPL:25.5%;VTI:17.1%;MUB:20.6% | US:64.5;EU:16.0;APAC:7.1;EM:11.9;Other:0.5 | Value:-0.6;Growth:+0.2;Quality:+0.7;Size:-0.2;Momentum:-0.4;LowVol:-0.3 | NoDerivatives | 10 | 35 | 5.8 | trailing 9% | 197 | 19 | Bull | 14.3 | 4.88 | 2.5 | 119 | 64 | 80 | 48 | false | NoAction | Within bands; monitor | 1 | -6 | BrokerD | MKT | 0 | null | null | Normal monitoring | -37 | -40 | 83 | 4 | false | Within IPS guidelines |
P8927 | Hands-off | Trust | USD | 2025-10-29 | 700,905 | 46,354 | 654,551 | 1 | 66 | 27.2 | 0 | 6.8 | IEF:20.9%;BRK.B:23.5%;AMZN:23.5%;VOO:15.8%;VNQ:16.3% | US:65.9;EU:14.3;APAC:6.5;EM:12.2;Other:1.1 | Value:-0.1;Growth:+0.3;Quality:+0.2;Size:+0.1;Momentum:-0.0;LowVol:+0.5 | ESGOnly;MaxPos8% | 10 | 30 | 4.9 | trailing 8% | 133 | 13.3 | Bear | 23.5 | 4.48 | 1.4 | 140 | -30 | 33 | 66 | false | Buy | Add to core equity +1% | 25 | 5 | BrokerA | LMT | 92 | null | null | Normal monitoring | 61 | -9 | 37 | 3 | false | Increase defensive factor exposure |
P8928 | Active | Roth | USD | 2024-07-10 | 1,067,661 | 97,877 | 969,784 | 1 | 63 | 28.3 | 0.9 | 7.8 | BRK.B:24.9%;HYG:24.9%;MSFT:24.7%;VTI:13.7%;XLF:11.9% | US:68.4;EU:11.5;APAC:11.7;EM:7.9;Other:0.6 | Value:-0.6;Growth:-0.9;Quality:+0.8;Size:+1.0;Momentum:+0.9;LowVol:+1.0 | null | 10 | 25 | 4.8 | trailing 9% | 214 | 17.5 | Bear | 26.1 | 4.38 | 1.1 | 174 | -62 | 9 | 80 | true | Rebalance | Rebalance back to target bands | 19 | 3 | BrokerB | LMT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 65 | 12 | 167 | 4 | false | Increase defensive factor exposure |
P8929 | Opportunistic | 401k | USD | 2025-04-05 | 1,396,722 | 54,541 | 1,342,181 | 1 | 73.1 | 19.6 | 0.5 | 6.8 | GLD:27.9%;VTI:27.9%;AMZN:16.3%;IEF:27.9% | US:64.1;EU:15.4;APAC:9.5;EM:9.4;Other:1.6 | Value:-0.5;Growth:+0.7;Quality:+0.9;Size:+0.5;Momentum:-0.5;LowVol:-0.9 | MaxPos6% | 5 | 35 | 5.9 | trailing 7% | 261 | 31.9 | Bull | 14.5 | 3.78 | 2.9 | 101 | 116 | 100 | 52 | false | Buy | Add to core equity +1% | -2 | -24 | BrokerB | VWAP | 87 | null | null | Normal monitoring | 39 | -32 | 19 | 4 | false | Tax-aware sells next window |
P8930 | Active | Trust | USD | 2024-12-01 | 1,985,496 | 128,379 | 1,857,117 | 1 | 60.4 | 29.4 | 2.5 | 7.7 | HYG:10.9%;TSLA:25.7%;AAPL:25.7%;XLF:25.7%;GLD:12.0% | US:65.3;EU:6.8;APAC:12.0;EM:12.1;Other:3.9 | Value:-0.8;Growth:+0.4;Quality:-0.4;Size:+0.6;Momentum:-0.8;LowVol:-0.0 | NoDerivatives | 5 | 25 | 5.5 | hard 12% | 162 | 27.6 | Volatile | 25.9 | 4.17 | 2.9 | 144 | 75 | 81 | 66 | false | Rebalance | Shift +1% to bonds from equity | -13 | 9 | BrokerB | MKT | 90 | null | null | Normal monitoring | 3 | -56 | -34 | 3 | false | Monitor dispersion and breadth |
P8931 | Active | Roth | USD | 2025-12-12 | 1,614,228 | 178,794 | 1,435,434 | 1 | 54.3 | 27.5 | 11.6 | 6.6 | AMZN:12.2%;GLD:7.5%;MSFT:20.4%;TSLA:20.4%;MUB:20.3%;BRK.B:19.2% | US:65.8;EU:12.8;APAC:12.2;EM:4.2;Other:5.0 | Value:-0.3;Growth:-1.0;Quality:-0.0;Size:-0.3;Momentum:+0.7;LowVol:+0.8 | null | 5 | 25 | 4.3 | trailing 9% | 182 | 23.3 | Volatile | 24.6 | 5.3 | 3.7 | 120 | 71 | 99 | 70 | false | Rebalance | Shift +1% to bonds from equity | 29 | -31 | BrokerC | LMT | 93 | null | null | Normal monitoring | -5 | 18 | 123 | 3 | false | Tax-aware sells next window |
P8932 | Active | Trust | USD | 2024-12-01 | 1,117,571 | 124,349 | 993,222 | 1 | 52.1 | 22.7 | 16.6 | 8.7 | BND:20.9%;BRK.B:26.4%;HYG:26.4%;QQQ:26.4% | US:77.0;EU:6.9;APAC:6.9;EM:7.8;Other:1.3 | Value:-0.2;Growth:+0.2;Quality:-0.3;Size:-0.6;Momentum:-0.6;LowVol:-0.4 | NoDerivatives | 10 | 35 | 5.8 | hard 12% | 195 | 21.4 | Volatile | 24.6 | 3.66 | 3.6 | 147 | 46 | 73 | 56 | false | Sell | Trim extended winner -1% | 27 | -19 | BrokerB | MKT | 91 | null | null | Normal monitoring | 54 | -40 | 16 | 4 | false | Monitor dispersion and breadth |
P8933 | Cautious | IRA | USD | 2024-12-24 | 704,862 | 75,124 | 629,738 | 1 | 45.9 | 36.4 | 2.2 | 15.4 | BND:33.3%;TSLA:33.3%;VTI:33.3% | US:63.0;EU:11.1;APAC:12.3;EM:8.8;Other:4.9 | Value:-0.2;Growth:-0.9;Quality:-0.2;Size:-0.5;Momentum:+1.0;LowVol:-0.3 | ESGOnly;NoMargin | 8 | 30 | 4.8 | trailing 8% | 90 | 16 | Sideways | 16.6 | 4.16 | 2.4 | 110 | 27 | 59 | 36 | false | Hedge | Add TLT +1% as duration hedge | -1 | 1 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 32 | -39 | 14 | 5 | false | Within IPS guidelines |
P8934 | Active | Roth | USD | 2025-04-04 | 1,498,462 | 132,123 | 1,366,339 | 1 | 69.2 | 21.1 | 4.7 | 5 | AMZN:19.2%;BRK.B:26.9%;VNQ:26.9%;QQQ:26.9% | US:67.8;EU:11.5;APAC:14.3;EM:6.1;Other:0.3 | Value:+0.2;Growth:+0.7;Quality:+0.4;Size:-0.4;Momentum:+0.1;LowVol:-0.9 | null | 5 | 25 | 4.3 | trailing 8% | 164 | 16.1 | Volatile | 30.9 | 3.93 | 2.9 | 151 | -19 | 40 | 89 | true | Rebalance | Rebalance back to target bands | 31 | -11 | BrokerA | VWAP | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 40 | -22 | 163 | 4 | false | Within IPS guidelines |
P8935 | Opportunistic | Roth | USD | 2025-09-14 | 750,903 | 62,864 | 688,039 | 1.17 | 76.2 | 10.9 | 4.4 | 8.5 | AMZN:19.1%;MSFT:17.9%;VNQ:14.0%;QQQ:17.6%;MUB:15.9%;VOO:15.5% | US:60.4;EU:15.7;APAC:11.7;EM:10.3;Other:2.0 | Value:-0.3;Growth:+0.6;Quality:-0.0;Size:-0.8;Momentum:+0.7;LowVol:-0.2 | null | 6 | 35 | 4.3 | trailing 7% | 165 | 22.2 | Bear | 22.1 | 3.29 | 1.1 | 165 | -68 | 20 | 74 | true | Hedge | Buy index puts 1% notional | 7 | -35 | BrokerD | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 53 | -11 | 150 | 5 | false | Monitor dispersion and breadth |
P8936 | Opportunistic | Trust | USD | 2025-03-07 | 1,152,303 | 49,838 | 1,102,465 | 1 | 62.1 | 15.6 | 18 | 4.3 | VOO:18.8%;BRK.B:27.4%;MSFT:26.3%;TLT:27.4% | US:74.4;EU:8.9;APAC:6.4;EM:9.4;Other:1.0 | Value:+0.6;Growth:+0.1;Quality:-0.0;Size:-0.6;Momentum:-0.7;LowVol:-0.4 | null | 6 | 25 | 6.2 | trailing 9% | 235 | 24.5 | Volatile | 21.1 | 4.9 | 2.4 | 180 | -28 | 39 | 50 | false | Hedge | Add TLT +1% as duration hedge | 35 | -25 | BrokerA | MKT | 95 | null | null | Normal monitoring | -56 | 4 | 67 | 5 | false | Monitor dispersion and breadth |
P8937 | Active | Trust | USD | 2024-10-19 | 904,614 | 71,458 | 833,156 | 1 | 54.6 | 31.3 | 9 | 5.1 | QQQ:25.9%;MUB:22.3%;BND:25.9%;TSLA:25.9% | US:67.4;EU:19.1;APAC:8.2;EM:3.2;Other:2.2 | Value:+0.7;Growth:-0.4;Quality:+0.8;Size:+0.5;Momentum:0.0;LowVol:-0.3 | NoDerivatives | 10 | 35 | 5.7 | trailing 8% | 158 | 25.7 | Volatile | 20.4 | 3.68 | 4.3 | 174 | 32 | 56 | 43 | false | Buy | Add to core equity +1% | 4 | -17 | BrokerB | MKT | 85 | null | null | Normal monitoring | 2 | 16 | 101 | 5 | false | Increase defensive factor exposure |
P8938 | Active | Roth | USD | 2025-05-22 | 1,052,838 | 89,800 | 963,038 | 1 | 65.6 | 28.9 | 0 | 5.5 | MSFT:23.0%;GLD:18.1%;VNQ:15.2%;VTI:20.6%;IEF:23.0% | US:63.7;EU:17.4;APAC:7.9;EM:9.5;Other:1.5 | Value:+0.6;Growth:-0.9;Quality:-0.6;Size:+0.6;Momentum:-0.5;LowVol:-0.7 | MaxPos5% | 8 | 25 | 5.3 | trailing 9% | 197 | 24.4 | Bear | 26.2 | 3.93 | 1 | 214 | -103 | 5 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -28 | BrokerD | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -53 | 9 | 84 | 3 | false | Tax-aware sells next window |
P8939 | Hands-off | Roth | USD | 2025-12-11 | 329,352 | 31,926 | 297,426 | 1 | 56.9 | 18.2 | 16.3 | 8.7 | VOO:33.6%;VTI:32.8%;IEF:33.6% | US:57.0;EU:17.6;APAC:10.8;EM:12.6;Other:2.0 | Value:+0.6;Growth:+0.5;Quality:-0.1;Size:-0.5;Momentum:-0.4;LowVol:+0.1 | ESGOnly;MaxPos7% | 8 | 35 | 3.3 | trailing 8% | 110 | 12.1 | Bull | 16.9 | 4.94 | 3.3 | 93 | 89 | 80 | 54 | false | Buy | Add to core equity +1% | 15 | -33 | BrokerD | MKT | 92 | null | null | Normal monitoring | 79 | 14 | 109 | 5 | false | Tax-aware sells next window |
P8940 | Opportunistic | Taxable | USD | 2025-12-03 | 901,983 | 62,049 | 839,934 | 1 | 63.3 | 18.2 | 10.5 | 8 | QQQ:23.6%;AAPL:23.6%;VOO:8.8%;VNQ:11.3%;AMZN:9.2%;BND:23.6% | US:70.9;EU:8.1;APAC:10.7;EM:6.9;Other:3.4 | Value:+0.2;Growth:-0.4;Quality:+0.5;Size:+0.4;Momentum:-0.9;LowVol:-0.6 | MaxPos6% | 6 | 25 | 5.9 | hard 12% | 248 | 25.1 | Volatile | 23.4 | 5.24 | 2.6 | 132 | 3 | 45 | 55 | false | Hedge | Add TLT +1% as duration hedge | -2 | 2 | BrokerD | LMT | 96 | null | null | Normal monitoring | 108 | 9 | 212 | 3 | false | Tax-aware sells next window |
P8941 | Cautious | Trust | USD | 2024-12-31 | 444,958 | 69,210 | 375,748 | 1 | 49.2 | 35.7 | 0 | 15.1 | AMZN:14.0%;MUB:21.6%;VOO:21.2%;IEF:21.6%;XLF:21.6% | US:70.0;EU:10.2;APAC:13.3;EM:5.6;Other:0.9 | Value:+0.1;Growth:-0.5;Quality:-0.8;Size:-0.4;Momentum:+0.2;LowVol:+0.7 | ESGOnly;NoMargin | 10 | 30 | 5.3 | trailing 10% | 138 | 18 | Volatile | 28.6 | 4.28 | 3.6 | 141 | -53 | 31 | 58 | true | Rebalance | Rebalance back to target bands | 16 | -32 | BrokerB | VWAP | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 37 | -15 | 48 | 3 | false | Tax-aware sells next window |
P8942 | Active | Trust | USD | 2024-10-15 | 717,637 | 68,317 | 649,320 | 1 | 64.4 | 26.4 | 0 | 9.2 | VNQ:34.6%;MUB:30.8%;TLT:34.6% | US:58.4;EU:15.1;APAC:13.7;EM:8.8;Other:4.0 | Value:+0.9;Growth:-0.3;Quality:-0.1;Size:+0.2;Momentum:+1.0;LowVol:+0.3 | NoDerivatives | 10 | 30 | 5.3 | trailing 8% | 124 | 23.8 | Bull | 16.4 | 4.54 | 2.8 | 83 | 118 | 100 | 59 | false | Sell | Trim extended winner -1% | 32 | -5 | BrokerC | MKT | 87 | null | null | Normal monitoring | -8 | 17 | 77 | 4 | false | Monitor dispersion and breadth |
P8943 | Active | Trust | USD | 2025-04-15 | 1,927,570 | 205,169 | 1,722,401 | 1 | 60.9 | 26.5 | 5.4 | 7.1 | MUB:25.0%;HYG:25.0%;TLT:25.0%;VOO:25.0% | US:64.5;EU:16.9;APAC:11.3;EM:4.2;Other:3.2 | Value:0.0;Growth:-0.1;Quality:-0.2;Size:-0.2;Momentum:+0.9;LowVol:-0.2 | null | 10 | 25 | 4.2 | trailing 8% | 167 | 24.8 | Sideways | 21.4 | 3.82 | 3.2 | 97 | 7 | 46 | 51 | false | Sell | Trim extended winner -1% | 31 | -31 | BrokerB | LMT | 93 | null | null | Normal monitoring | -21 | -50 | 17 | 3 | false | Tax-aware sells next window |
P8944 | Systematic | 401k | USD | 2025-08-03 | 1,612,262 | 97,771 | 1,514,491 | 1 | 62 | 31 | 1.2 | 5.9 | AMZN:17.4%;BND:9.8%;MUB:16.4%;VNQ:14.0%;AAPL:21.2%;HYG:21.2% | US:67.2;EU:16.4;APAC:6.8;EM:5.2;Other:4.4 | Value:-0.5;Growth:+0.9;Quality:+0.9;Size:+0.4;Momentum:+0.8;LowVol:+0.8 | null | 7 | 30 | 4.3 | hard 12% | 135 | 18.7 | Volatile | 25 | 4.69 | 2 | 150 | 54 | 65 | 60 | false | Hedge | Add TLT +1% as duration hedge | 20 | -17 | BrokerA | MKT | 85 | null | null | Normal monitoring | -18 | -59 | 97 | 5 | false | Monitor dispersion and breadth |
P8945 | Systematic | Trust | USD | 2025-12-23 | 532,581 | 33,506 | 499,075 | 1 | 66.6 | 27 | 0 | 6.4 | TSLA:33.3%;IEF:33.3%;AMZN:33.3% | US:64.7;EU:10.7;APAC:13.8;EM:6.7;Other:4.1 | Value:+0.6;Growth:0.0;Quality:+0.5;Size:-0.7;Momentum:+0.1;LowVol:+0.1 | NoDerivatives | 6 | 25 | 4.6 | trailing 8% | 183 | 26.6 | Bull | 14 | 3.93 | 3.1 | 117 | 81 | 83 | 50 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -20 | BrokerB | LMT | 91 | VAR>budget | Hedge | Risk above budget threshold | 44 | 1 | 98 | 5 | false | Tax-aware sells next window |
P8946 | Cautious | Roth | USD | 2025-05-09 | 588,022 | 85,844 | 502,178 | 1 | 46.6 | 40.6 | 0 | 12.8 | IEF:14.8%;TSLA:14.8%;QQQ:22.0%;GLD:22.0%;HYG:18.9%;AMZN:7.6% | US:59.4;EU:17.1;APAC:12.9;EM:6.0;Other:4.6 | Value:-0.2;Growth:-0.6;Quality:-0.1;Size:+0.7;Momentum:+0.5;LowVol:+0.2 | ESGOnly;NoMargin | 7 | 30 | 4.9 | trailing 8% | 115 | 14.7 | Volatile | 24.5 | 4.37 | 2.1 | 162 | 2 | 47 | 49 | false | Rebalance | Shift +1% to bonds from equity | 25 | -32 | BrokerA | MKT | 98 | null | null | Normal monitoring | 87 | -33 | 187 | 3 | false | Tax-aware sells next window |
P8947 | Opportunistic | IRA | USD | 2024-11-29 | 372,337 | 33,454 | 338,883 | 1 | 70.1 | 15.8 | 9.3 | 4.8 | MSFT:25.0%;HYG:25.0%;XLF:25.0%;AMZN:25.0% | US:63.1;EU:12.9;APAC:11.5;EM:9.1;Other:3.4 | Value:+0.6;Growth:-0.9;Quality:+0.5;Size:-0.2;Momentum:-0.6;LowVol:-0.4 | MaxPos6%;NoDerivatives | 7 | 30 | 6.2 | hard 12% | 257 | 24.5 | Volatile | 21.1 | 4.47 | 3.8 | 158 | 70 | 92 | 54 | false | Rebalance | Shift +1% to bonds from equity | 5 | -19 | BrokerC | VWAP | 88 | null | null | Normal monitoring | 38 | 0 | 75 | 5 | false | Increase defensive factor exposure |
P8948 | Hands-off | 401k | USD | 2025-07-01 | 723,697 | 36,388 | 687,309 | 1 | 57.7 | 28.7 | 4.1 | 9.4 | VNQ:24.6%;BND:37.7%;HYG:37.7% | US:63.8;EU:12.7;APAC:13.5;EM:7.4;Other:2.7 | Value:-0.8;Growth:-0.6;Quality:-0.8;Size:-1.0;Momentum:+0.9;LowVol:+0.7 | ESGOnly | 8 | 35 | 5.3 | trailing 8% | 131 | 13.3 | Bull | 12.6 | 3.61 | 3.5 | 108 | 54 | 81 | 43 | false | Rebalance | Shift +1% to bonds from equity | 20 | -27 | BrokerA | MKT | 97 | null | null | Normal monitoring | -38 | -40 | 73 | 4 | false | Tax-aware sells next window |
P8949 | Cautious | IRA | USD | 2024-12-07 | 350,824 | 52,945 | 297,879 | 1 | 46.4 | 32.1 | 6 | 15.5 | TSLA:34.2%;XLF:34.2%;MSFT:31.7% | US:71.7;EU:13.3;APAC:7.0;EM:7.8;Other:0.2 | Value:+0.7;Growth:-0.8;Quality:-0.2;Size:+0.2;Momentum:-0.8;LowVol:-0.8 | MaxPos8%;NoMargin | 7 | 30 | 3.8 | trailing 8% | 157 | 17.8 | Volatile | 30.1 | 5.08 | 3.5 | 126 | 45 | 81 | 74 | true | Rebalance | Rebalance back to target bands | 19 | 15 | BrokerD | MKT | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 5 | -7 | 65 | 4 | false | Monitor dispersion and breadth |
P8950 | Systematic | Taxable | USD | 2024-09-15 | 923,344 | 62,616 | 860,728 | 1 | 55.9 | 25.4 | 12.7 | 6 | HYG:26.2%;VOO:26.2%;IEF:26.2%;VNQ:21.3% | US:69.6;EU:9.5;APAC:9.1;EM:9.0;Other:2.8 | Value:-0.2;Growth:+0.8;Quality:-0.3;Size:+0.1;Momentum:+0.8;LowVol:-0.9 | MaxPos5% | 6 | 30 | 4.9 | hard 12% | 227 | 21.7 | Bull | 17.7 | 3.83 | 3.3 | 108 | 10 | 43 | 38 | false | NoAction | Within bands; monitor | 9 | 13 | BrokerB | MKT | 0 | null | null | Normal monitoring | 27 | 13 | 155 | 5 | false | Within IPS guidelines |
P8951 | Hands-off | 401k | USD | 2025-11-23 | 766,937 | 60,442 | 706,495 | 1 | 67.1 | 20.9 | 3.4 | 8.6 | HYG:16.1%;AMZN:8.1%;VOO:16.5%;IEF:13.0%;TSLA:23.1%;VTI:23.1% | US:70.3;EU:10.3;APAC:8.0;EM:8.3;Other:3.2 | Value:-0.1;Growth:+0.1;Quality:-0.1;Size:-0.5;Momentum:+0.4;LowVol:-0.5 | null | 7 | 30 | 5.9 | trailing 10% | 134 | 19.1 | Bull | 17.2 | 3.8 | 3.3 | 96 | 106 | 100 | 60 | false | NoAction | Within bands; monitor | -14 | 1 | BrokerB | LMT | 85 | null | null | Normal monitoring | 118 | -10 | 86 | 4 | false | Increase defensive factor exposure |
P8952 | Opportunistic | 401k | USD | 2024-08-04 | 1,354,721 | 116,118 | 1,238,603 | 1.17 | 66 | 11.5 | 15.2 | 7.3 | AAPL:22.8%;TSLA:11.8%;VNQ:22.8%;HYG:22.8%;XLF:19.7% | US:64.9;EU:13.6;APAC:9.0;EM:8.6;Other:3.9 | Value:+0.8;Growth:-0.5;Quality:-0.2;Size:+0.4;Momentum:-0.3;LowVol:-0.5 | MaxPos6% | 7 | 35 | 5.3 | trailing 7% | 163 | 31.9 | Sideways | 16.3 | 4.69 | 2.9 | 120 | -24 | 42 | 47 | false | Rebalance | Shift +1% to bonds from equity | 17 | 6 | BrokerA | MKT | 86 | null | null | Normal monitoring | 89 | 19 | 75 | 5 | false | Monitor dispersion and breadth |
P8953 | Opportunistic | Taxable | USD | 2024-10-11 | 587,360 | 38,440 | 548,920 | 1 | 71.9 | 16 | 3.8 | 8.3 | HYG:19.6%;AMZN:22.7%;XLF:22.3%;QQQ:12.7%;MSFT:22.7% | US:63.4;EU:11.5;APAC:12.7;EM:10.8;Other:1.6 | Value:+0.2;Growth:-0.9;Quality:-0.3;Size:+0.2;Momentum:+0.9;LowVol:+0.7 | MaxPos8%;NoDerivatives | 5 | 25 | 4.3 | trailing 9% | 223 | 30.1 | Bull | 15.3 | 4.22 | 2.3 | 73 | 117 | 100 | 46 | false | Sell | Trim extended winner -1% | 6 | -8 | BrokerA | MKT | 96 | null | null | Normal monitoring | -21 | -2 | 80 | 5 | false | Tax-aware sells next window |
P8954 | Cautious | 401k | USD | 2024-12-27 | 221,038 | 18,099 | 202,939 | 1 | 48.6 | 41.2 | 0 | 10.1 | IEF:22.0%;TLT:12.1%;BND:22.0%;AAPL:21.9%;VOO:22.0% | US:75.5;EU:12.8;APAC:6.2;EM:5.3;Other:0.2 | Value:+0.9;Growth:+0.4;Quality:-0.6;Size:+0.2;Momentum:-0.1;LowVol:+0.8 | ESGOnly;NoMargin | 5 | 30 | 4.3 | trailing 10% | 144 | 14.8 | Bear | 33.6 | 3.98 | 2.2 | 134 | -1 | 42 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | 26 | -11 | BrokerA | MKT | 88 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 38 | -44 | 108 | 4 | false | Tax-aware sells next window |
P8955 | Opportunistic | 401k | USD | 2025-12-02 | 1,597,321 | 96,720 | 1,500,601 | 1 | 65 | 19.3 | 11.5 | 4.2 | BND:28.1%;IEF:15.8%;VTI:28.1%;HYG:28.1% | US:64.4;EU:15.8;APAC:9.8;EM:5.2;Other:4.8 | Value:-0.4;Growth:+0.1;Quality:-0.3;Size:+0.8;Momentum:-0.6;LowVol:+0.7 | null | 8 | 35 | 5 | trailing 9% | 248 | 26.5 | Volatile | 20.5 | 4.23 | 4.2 | 145 | 46 | 66 | 64 | false | Rebalance | Shift +1% to bonds from equity | 31 | 2 | BrokerB | LMT | 97 | null | null | Normal monitoring | 111 | -10 | 209 | 5 | false | Monitor dispersion and breadth |
P8956 | Hands-off | IRA | USD | 2025-06-09 | 160,355 | 15,114 | 145,241 | 1 | 67.6 | 24.9 | 1.8 | 5.8 | GLD:10.7%;TSLA:12.7%;QQQ:9.3%;VTI:23.3%;HYG:23.3%;XLF:20.6% | US:65.9;EU:10.7;APAC:12.7;EM:9.0;Other:1.7 | Value:+0.5;Growth:+0.5;Quality:+0.5;Size:+0.8;Momentum:-0.3;LowVol:-0.9 | ESGOnly;MaxPos6%;NoDerivatives | 7 | 35 | 4.2 | hard 10% | 109 | 18 | Sideways | 19.4 | 3.51 | 2.2 | 125 | 34 | 61 | 53 | false | Buy | Add to core equity +1% | 12 | -15 | BrokerB | MKT | 95 | null | null | Normal monitoring | 49 | -6 | 71 | 4 | false | Increase defensive factor exposure |
P8957 | Active | Trust | USD | 2025-01-16 | 863,927 | 67,505 | 796,422 | 1 | 68.5 | 24.9 | 0 | 6.6 | IEF:28.0%;MSFT:28.0%;MUB:15.9%;VNQ:28.0% | US:69.9;EU:9.5;APAC:10.7;EM:9.8;Other:0.0 | Value:-0.8;Growth:-0.2;Quality:+0.4;Size:+0.7;Momentum:+0.8;LowVol:-0.7 | MaxPos7% | 10 | 25 | 5.7 | trailing 8% | 179 | 18.8 | Sideways | 19.1 | 4.89 | 3.1 | 135 | 10 | 54 | 55 | false | Hedge | Add TLT +1% as duration hedge | 3 | -34 | BrokerA | MKT | 98 | null | null | Normal monitoring | -13 | -19 | 103 | 4 | false | Tighten stops on momentum names |
P8958 | Active | IRA | USD | 2025-06-24 | 1,731,110 | 193,040 | 1,538,070 | 1 | 54.3 | 24.7 | 11.7 | 9.4 | IEF:19.5%;XLF:7.6%;BND:18.9%;TSLA:14.3%;AAPL:20.6%;MSFT:19.1% | US:65.9;EU:16.7;APAC:10.3;EM:6.2;Other:0.9 | Value:+0.4;Growth:+0.9;Quality:-0.9;Size:-0.0;Momentum:-0.5;LowVol:-0.3 | NoDerivatives | 6 | 35 | 4.1 | trailing 9% | 173 | 18.6 | Volatile | 28.8 | 4.15 | 3.7 | 116 | -23 | 33 | 60 | false | Rebalance | Shift +1% to bonds from equity | 24 | 7 | BrokerB | VWAP | 87 | null | null | Normal monitoring | 95 | -7 | 92 | 4 | false | Tax-aware sells next window |
P8959 | Systematic | Roth | USD | 2025-11-28 | 1,984,766 | 183,388 | 1,801,378 | 1 | 69 | 22.5 | 2.3 | 6.2 | AAPL:33.3%;BRK.B:33.3%;XLF:33.3% | US:66.0;EU:9.2;APAC:14.4;EM:6.8;Other:3.7 | Value:+0.4;Growth:-0.7;Quality:-0.1;Size:+0.9;Momentum:-0.4;LowVol:+0.7 | null | 5 | 25 | 5.9 | trailing 8% | 133 | 19.2 | Volatile | 26.8 | 4.39 | 2.5 | 125 | -11 | 30 | 67 | true | Hedge | Buy index puts 1% notional | 29 | 3 | BrokerD | LMT | 100 | VAR>budget | Pause | Risk above budget threshold | 32 | -5 | 62 | 2 | false | Monitor dispersion and breadth |
P8960 | Cautious | Taxable | USD | 2025-07-04 | 779,733 | 74,263 | 705,470 | 1 | 44.1 | 30.1 | 10 | 15.8 | QQQ:33.3%;VOO:33.3%;AAPL:33.3% | US:72.4;EU:16.8;APAC:6.2;EM:4.2;Other:0.3 | Value:-0.7;Growth:-0.7;Quality:+0.8;Size:-0.3;Momentum:-1.0;LowVol:+0.7 | MaxPos7%;NoMargin | 7 | 35 | 4.5 | trailing 8% | 90 | 13.3 | Sideways | 19.2 | 3.55 | 3.5 | 122 | -19 | 28 | 54 | false | Buy | Add to core equity +1% | 29 | -6 | BrokerA | VWAP | 95 | null | null | Normal monitoring | -21 | -52 | -45 | 5 | false | Tighten stops on momentum names |
P8961 | Cautious | Trust | USD | 2025-11-17 | 276,677 | 28,520 | 248,157 | 1 | 35.6 | 41.9 | 5.5 | 17 | VTI:12.1%;VNQ:25.2%;MUB:15.0%;GLD:22.6%;VOO:25.2% | US:60.2;EU:13.9;APAC:12.8;EM:11.6;Other:1.6 | Value:+0.3;Growth:+0.7;Quality:-1.0;Size:-0.7;Momentum:0.0;LowVol:+0.6 | ESGOnly;MaxPos7%;NoMargin | 8 | 25 | 3.7 | hard 10% | 130 | 16 | Bull | 11.8 | 4.43 | 2.4 | 98 | 82 | 86 | 21 | false | Rebalance | Shift +1% to bonds from equity | 12 | -1 | BrokerD | MKT | 100 | null | null | Normal monitoring | 79 | 12 | 66 | 5 | false | Within IPS guidelines |
P8962 | Opportunistic | IRA | USD | 2025-04-17 | 771,332 | 29,579 | 741,753 | 1 | 61.7 | 16.5 | 16.9 | 4.9 | VNQ:34.7%;MUB:34.7%;XLF:30.5% | US:68.2;EU:15.4;APAC:7.6;EM:8.3;Other:0.6 | Value:-0.3;Growth:+0.7;Quality:-0.7;Size:-0.3;Momentum:-0.9;LowVol:-0.2 | null | 5 | 35 | 5.9 | trailing 9% | 186 | 33.5 | Sideways | 15.9 | 4.97 | 2.5 | 104 | 36 | 64 | 49 | false | Sell | Trim extended winner -1% | -14 | -32 | BrokerD | MKT | 91 | null | null | Normal monitoring | 53 | -35 | 66 | 4 | false | Tighten stops on momentum names |
P8963 | Active | Roth | USD | 2025-01-22 | 927,808 | 84,330 | 843,478 | 1.14 | 50.5 | 24.4 | 17.7 | 7.4 | MSFT:27.2%;AAPL:27.2%;VTI:13.6%;XLF:12.9%;VOO:19.1% | US:73.0;EU:9.9;APAC:13.2;EM:3.3;Other:0.6 | Value:-0.2;Growth:+0.7;Quality:+0.4;Size:-0.9;Momentum:-0.5;LowVol:-0.6 | null | 6 | 35 | 5.9 | hard 12% | 156 | 25.5 | Volatile | 27.1 | 5.13 | 2.2 | 150 | -13 | 47 | 60 | true | Hedge | Buy index puts 1% notional | 20 | -33 | BrokerD | MKT | 98 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 101 | -53 | 116 | 5 | true | Tighten stops on momentum names |
P8964 | Cautious | Roth | USD | 2025-08-07 | 721,464 | 108,257 | 613,207 | 1 | 39.6 | 36.6 | 8 | 15.8 | BRK.B:33.3%;TLT:33.3%;MUB:33.3% | US:70.3;EU:9.7;APAC:8.3;EM:10.5;Other:1.2 | Value:-0.6;Growth:-0.9;Quality:+0.4;Size:+0.2;Momentum:-0.6;LowVol:-0.2 | MaxPos6%;NoDerivatives;NoMargin | 5 | 30 | 3 | hard 10% | 139 | 13 | Bull | 17.2 | 4.27 | 3.1 | 113 | 96 | 100 | 40 | false | Rebalance | Shift +1% to bonds from equity | 27 | 11 | BrokerA | LMT | 92 | null | null | Normal monitoring | 7 | -44 | 131 | 3 | false | Tax-aware sells next window |
P8965 | Active | Roth | USD | 2024-11-06 | 1,312,741 | 128,949 | 1,183,792 | 1 | 57.3 | 26.7 | 9.4 | 6.7 | IEF:19.5%;GLD:16.2%;QQQ:19.0%;MSFT:20.8%;VTI:5.9%;HYG:18.7% | US:73.8;EU:9.6;APAC:11.4;EM:3.4;Other:1.9 | Value:-0.5;Growth:-0.3;Quality:+0.3;Size:-0.0;Momentum:+0.2;LowVol:+0.8 | NoDerivatives | 6 | 35 | 5.4 | trailing 9% | 120 | 25.7 | Bull | 17.2 | 4.12 | 3 | 71 | 25 | 73 | 48 | false | Buy | Add to core equity +1% | 2 | -33 | BrokerD | LMT | 100 | null | null | Normal monitoring | 77 | -15 | 83 | 4 | false | Within IPS guidelines |
P8966 | Cautious | Trust | USD | 2025-03-14 | 430,829 | 41,877 | 388,952 | 1 | 45.1 | 38.6 | 0 | 16.2 | TSLA:10.1%;MUB:21.1%;BND:20.4%;AMZN:17.7%;VNQ:16.1%;TLT:14.5% | US:59.7;EU:14.5;APAC:10.3;EM:13.1;Other:2.5 | Value:+0.3;Growth:+0.3;Quality:+0.7;Size:-0.3;Momentum:+0.9;LowVol:+0.7 | NoDerivatives;NoMargin | 10 | 25 | 5.6 | hard 10% | 108 | 14.3 | Sideways | 18.9 | 3.6 | 2.6 | 121 | 40 | 63 | 45 | false | Rebalance | Shift +1% to bonds from equity | 3 | -27 | BrokerD | VWAP | 89 | null | null | Normal monitoring | 76 | -32 | 79 | 5 | false | Monitor dispersion and breadth |
P8967 | Active | 401k | USD | 2024-08-23 | 1,848,034 | 173,730 | 1,674,304 | 1 | 63.8 | 21.2 | 8.9 | 6.1 | AAPL:16.9%;HYG:28.9%;MUB:28.9%;BRK.B:25.4% | US:66.2;EU:17.4;APAC:9.2;EM:6.2;Other:1.1 | Value:+0.9;Growth:-0.9;Quality:+0.3;Size:-0.2;Momentum:+0.4;LowVol:+1.0 | MaxPos5% | 5 | 25 | 5 | hard 12% | 183 | 16.9 | Bull | 16 | 4.09 | 2.8 | 113 | 8 | 62 | 49 | false | Rebalance | Shift +1% to bonds from equity | 11 | -9 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 4 | 16 | 115 | 3 | false | Tighten stops on momentum names |
P8968 | Active | Taxable | USD | 2025-04-03 | 1,928,348 | 136,730 | 1,791,618 | 1 | 62.7 | 25.1 | 5.4 | 6.9 | IEF:28.1%;BRK.B:28.1%;BND:15.7%;GLD:28.1% | US:64.5;EU:14.0;APAC:13.4;EM:3.5;Other:4.6 | Value:+0.2;Growth:-0.8;Quality:-0.1;Size:+0.4;Momentum:+1.0;LowVol:-0.7 | null | 5 | 30 | 4.7 | trailing 9% | 201 | 19.6 | Volatile | 25.7 | 4.3 | 3.9 | 177 | 18 | 66 | 59 | false | Sell | Trim extended winner -1% | 25 | -27 | BrokerB | MKT | 85 | null | null | Normal monitoring | -46 | -35 | 50 | 5 | false | Monitor dispersion and breadth |
P8969 | Systematic | Trust | USD | 2024-08-04 | 1,459,040 | 87,840 | 1,371,200 | 1 | 62.8 | 29.8 | 0 | 7.4 | XLF:28.7%;VTI:13.8%;QQQ:28.7%;MSFT:28.7% | US:60.5;EU:13.9;APAC:13.2;EM:8.0;Other:4.4 | Value:-0.8;Growth:-0.8;Quality:-0.9;Size:-0.4;Momentum:+0.4;LowVol:+0.7 | null | 10 | 30 | 5.6 | trailing 8% | 213 | 26.8 | Sideways | 18.9 | 4.78 | 2.8 | 110 | 16 | 51 | 56 | false | Rebalance | Shift +1% to bonds from equity | 8 | -38 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 100 | -46 | 172 | 3 | false | Tax-aware sells next window |
P8970 | Hands-off | Roth | USD | 2025-10-13 | 459,532 | 41,651 | 417,881 | 1 | 63.1 | 20.6 | 10.5 | 5.8 | IEF:25.0%;GLD:25.0%;QQQ:25.0%;XLF:25.0% | US:56.2;EU:16.5;APAC:13.5;EM:8.8;Other:5.0 | Value:-0.5;Growth:-0.9;Quality:+0.9;Size:+0.1;Momentum:-0.5;LowVol:-0.5 | ESGOnly | 7 | 25 | 4.9 | trailing 8% | 140 | 12.5 | Bull | 16 | 3.55 | 3.3 | 90 | 41 | 57 | 46 | false | Rebalance | Shift +1% to bonds from equity | -9 | 5 | BrokerB | LMT | 94 | null | null | Normal monitoring | 26 | -41 | 97 | 5 | false | Tighten stops on momentum names |
P8971 | Systematic | 401k | USD | 2025-11-29 | 1,804,145 | 119,180 | 1,684,965 | 1 | 55.4 | 29.7 | 5.9 | 9.1 | HYG:22.0%;VOO:22.0%;AAPL:18.5%;TLT:15.5%;VNQ:22.0% | US:62.2;EU:19.0;APAC:7.1;EM:7.1;Other:4.7 | Value:-0.7;Growth:+0.2;Quality:+0.7;Size:+0.5;Momentum:-0.2;LowVol:+0.7 | MaxPos7% | 10 | 25 | 5.4 | trailing 9% | 171 | 27.8 | Sideways | 18.6 | 4.09 | 2.6 | 105 | -14 | 42 | 41 | false | Rebalance | Shift +1% to bonds from equity | 29 | 14 | BrokerC | MKT | 93 | null | null | Normal monitoring | -31 | -53 | -61 | 4 | false | Monitor dispersion and breadth |
P8972 | Systematic | Taxable | USD | 2025-03-02 | 1,259,982 | 76,250 | 1,183,732 | 1 | 63.1 | 21.6 | 8.4 | 6.8 | BND:26.7%;VTI:26.7%;BRK.B:26.7%;TSLA:19.9% | US:70.3;EU:14.2;APAC:11.0;EM:4.3;Other:0.2 | Value:+0.5;Growth:-0.7;Quality:-0.8;Size:+0.9;Momentum:-0.5;LowVol:+0.5 | null | 6 | 25 | 4.2 | trailing 8% | 120 | 17.7 | Sideways | 16.6 | 4.49 | 2.9 | 117 | 43 | 76 | 60 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | 2 | BrokerA | LMT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 2 | -26 | -21 | 3 | false | Tighten stops on momentum names |
P8973 | Active | Roth | USD | 2024-09-04 | 592,717 | 38,872 | 553,845 | 1 | 61 | 25.9 | 5.1 | 8 | GLD:23.9%;QQQ:23.9%;TLT:17.6%;AMZN:20.8%;XLF:13.7% | US:72.6;EU:6.7;APAC:6.8;EM:12.1;Other:1.8 | Value:-0.0;Growth:-0.3;Quality:-0.9;Size:-0.6;Momentum:+0.4;LowVol:-0.1 | MaxPos5%;NoDerivatives | 10 | 30 | 5.3 | trailing 9% | 187 | 27.2 | Bull | 11.9 | 4.25 | 2.5 | 110 | 91 | 80 | 46 | false | Rebalance | Shift +1% to bonds from equity | 16 | 14 | BrokerC | MKT | 92 | null | null | Normal monitoring | -15 | -31 | 119 | 4 | false | Increase defensive factor exposure |
P8974 | Cautious | Roth | USD | 2024-08-29 | 763,500 | 90,450 | 673,050 | 1 | 52.9 | 31.8 | 3.3 | 11.9 | BND:21.1%;GLD:21.1%;AMZN:7.9%;BRK.B:17.4%;MSFT:19.0%;TLT:13.4% | US:70.3;EU:7.9;APAC:6.6;EM:11.9;Other:3.4 | Value:-0.7;Growth:+0.5;Quality:+0.8;Size:-0.2;Momentum:-0.8;LowVol:-0.1 | ESGOnly;NoMargin | 8 | 30 | 3.8 | trailing 10% | 161 | 13.3 | Volatile | 25.8 | 3.64 | 2.8 | 144 | 10 | 45 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | 12 | BrokerB | MKT | 97 | VAR>budget | Hedge | Risk above budget threshold | 35 | -52 | 114 | 2 | false | Monitor dispersion and breadth |
P8975 | Opportunistic | 401k | USD | 2024-12-05 | 785,142 | 23,929 | 761,213 | 1 | 68.5 | 15.6 | 11.3 | 4.7 | QQQ:24.4%;GLD:16.8%;TSLA:24.4%;BND:10.1%;VNQ:24.4% | US:72.7;EU:9.3;APAC:6.9;EM:10.7;Other:0.4 | Value:+0.7;Growth:+0.4;Quality:+0.9;Size:-0.7;Momentum:+1.0;LowVol:-0.0 | NoDerivatives | 6 | 25 | 5.7 | trailing 7% | 193 | 24 | Bull | 16 | 4.85 | 3.2 | 83 | 15 | 54 | 57 | false | Rebalance | Shift +1% to bonds from equity | -3 | -37 | BrokerB | LMT | 90 | null | null | Normal monitoring | 96 | -9 | 141 | 3 | false | Monitor dispersion and breadth |
P8976 | Hands-off | 401k | USD | 2024-11-22 | 562,876 | 27,250 | 535,626 | 1 | 72 | 19.5 | 0 | 8.5 | BRK.B:25.9%;MUB:25.9%;TLT:25.9%;GLD:22.2% | US:64.6;EU:10.8;APAC:12.3;EM:9.3;Other:2.9 | Value:-0.1;Growth:-0.7;Quality:+0.6;Size:+0.3;Momentum:0.0;LowVol:+0.5 | MaxPos7% | 8 | 25 | 3.1 | trailing 10% | 94 | 15.8 | Sideways | 21.7 | 3.73 | 2.3 | 100 | -19 | 43 | 64 | false | Sell | Trim extended winner -1% | 14 | -4 | BrokerB | MKT | 97 | null | null | Normal monitoring | 0 | 5 | -28 | 4 | false | Within IPS guidelines |
P8977 | Opportunistic | Taxable | USD | 2025-07-23 | 1,288,044 | 49,048 | 1,238,996 | 1.23 | 73.6 | 18.4 | 0 | 8.1 | BRK.B:26.0%;TLT:22.0%;MUB:26.0%;GLD:26.0% | US:65.8;EU:12.6;APAC:7.6;EM:9.5;Other:4.5 | Value:-0.2;Growth:-0.1;Quality:-0.8;Size:+0.2;Momentum:-0.7;LowVol:-0.6 | MaxPos7%;NoDerivatives | 6 | 30 | 5.9 | hard 12% | 265 | 33.4 | Volatile | 31.5 | 4.54 | 3 | 165 | -26 | 44 | 77 | true | Hedge | Buy index puts 1% notional | 23 | 11 | BrokerD | LMT | 85 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 93 | -60 | 140 | 4 | false | Within IPS guidelines |
P8978 | Opportunistic | Taxable | USD | 2025-06-23 | 1,657,559 | 105,032 | 1,552,527 | 1.12 | 65.8 | 18.7 | 8.2 | 7.2 | TSLA:23.6%;BRK.B:12.5%;XLF:23.6%;BND:22.6%;GLD:17.7% | US:61.5;EU:20.2;APAC:6.6;EM:8.9;Other:2.9 | Value:+0.5;Growth:+0.5;Quality:+0.2;Size:-0.4;Momentum:+0.6;LowVol:+1.0 | MaxPos8% | 10 | 30 | 6.9 | trailing 9% | 180 | 32.8 | Volatile | 27.8 | 3.64 | 2.2 | 166 | -52 | 21 | 68 | false | NoAction | Within bands; monitor | 11 | 14 | BrokerA | MKT | 0 | null | null | Normal monitoring | 112 | -36 | 220 | 4 | false | Tax-aware sells next window |
P8979 | Hands-off | 401k | USD | 2025-11-19 | 843,155 | 41,638 | 801,517 | 1 | 64.8 | 20.6 | 5.6 | 9 | TSLA:37.9%;QQQ:24.3%;BRK.B:37.9% | US:69.9;EU:11.6;APAC:7.4;EM:9.9;Other:1.1 | Value:-0.3;Growth:-0.6;Quality:-0.1;Size:-1.0;Momentum:-0.2;LowVol:-0.6 | ESGOnly;NoDerivatives | 5 | 30 | 4.1 | hard 10% | 113 | 15.8 | Bull | 17.7 | 3.82 | 3.2 | 111 | 59 | 85 | 62 | true | Hedge | Buy index puts 1% notional | 3 | -23 | BrokerB | LMT | 89 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 32 | -30 | 145 | 4 | false | Monitor dispersion and breadth |
P8980 | Opportunistic | Roth | USD | 2025-03-28 | 1,144,569 | 69,828 | 1,074,741 | 1 | 68.7 | 18.9 | 7.3 | 5.1 | BRK.B:33.3%;GLD:33.3%;MUB:33.3% | US:65.7;EU:15.7;APAC:12.8;EM:5.2;Other:0.5 | Value:+0.8;Growth:-0.3;Quality:-0.6;Size:-0.6;Momentum:-0.7;LowVol:+0.9 | null | 8 | 30 | 5.9 | trailing 9% | 235 | 25.2 | Volatile | 26.3 | 4.12 | 2.8 | 168 | 13 | 58 | 65 | false | Sell | Trim extended winner -1% | 20 | -36 | BrokerC | MKT | 98 | null | null | Normal monitoring | 10 | 2 | 31 | 5 | false | Within IPS guidelines |
P8981 | Opportunistic | 401k | USD | 2024-12-07 | 1,701,062 | 129,450 | 1,571,612 | 1 | 65.7 | 13.2 | 12.5 | 8.6 | HYG:21.3%;BRK.B:11.1%;GLD:22.7%;TSLA:8.0%;QQQ:14.2%;MUB:22.7% | US:58.0;EU:9.8;APAC:16.0;EM:10.6;Other:5.6 | Value:+0.7;Growth:+0.5;Quality:+0.3;Size:-0.1;Momentum:+0.3;LowVol:+0.2 | MaxPos8%;NoDerivatives | 5 | 35 | 6.4 | trailing 9% | 264 | 22.2 | Volatile | 27.1 | 3.81 | 2.3 | 178 | 57 | 74 | 75 | true | Rebalance | Rebalance back to target bands | 5 | -17 | BrokerA | LMT | 89 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 20 | 7 | 75 | 5 | false | Tighten stops on momentum names |
P8982 | Systematic | Trust | USD | 2024-09-08 | 783,196 | 34,116 | 749,080 | 1 | 62.5 | 20.7 | 10.8 | 6.1 | AMZN:33.3%;HYG:33.3%;MSFT:33.3% | US:71.7;EU:9.5;APAC:11.3;EM:4.4;Other:3.0 | Value:+0.9;Growth:-0.7;Quality:-0.5;Size:-0.2;Momentum:+0.6;LowVol:-0.3 | null | 7 | 30 | 4.4 | trailing 8% | 134 | 21.7 | Bull | 11.8 | 3.87 | 3.2 | 112 | 88 | 81 | 44 | false | Sell | Trim extended winner -1% | 20 | -26 | BrokerA | MKT | 94 | null | null | Normal monitoring | 24 | -48 | 94 | 3 | false | Increase defensive factor exposure |
P8983 | Cautious | Roth | USD | 2024-07-07 | 889,753 | 136,847 | 752,906 | 1 | 46.7 | 37.3 | 0 | 16 | VOO:33.3%;BND:33.3%;MSFT:33.3% | US:63.9;EU:8.7;APAC:14.8;EM:11.8;Other:0.9 | Value:+1.0;Growth:+0.9;Quality:-0.5;Size:+1.0;Momentum:+0.1;LowVol:-0.8 | ESGOnly;MaxPos5%;NoMargin | 7 | 35 | 3.5 | trailing 8% | 151 | 17.3 | Bull | 17.4 | 4.32 | 3.2 | 105 | 33 | 73 | 45 | false | Buy | Add to core equity +1% | 27 | -28 | BrokerD | LMT | 92 | null | null | Normal monitoring | -11 | -58 | 15 | 5 | false | Increase defensive factor exposure |
P8984 | Active | 401k | USD | 2025-05-06 | 1,570,177 | 103,235 | 1,466,942 | 1.07 | 53.9 | 28.8 | 8.7 | 8.5 | VTI:34.1%;TSLA:31.7%;MSFT:34.1% | US:72.9;EU:9.0;APAC:7.3;EM:6.7;Other:4.0 | Value:-0.1;Growth:-0.2;Quality:-0.1;Size:+0.5;Momentum:-0.2;LowVol:-0.6 | null | 7 | 35 | 4.5 | trailing 9% | 230 | 20.7 | Volatile | 23.1 | 3.77 | 2.7 | 122 | 9 | 64 | 58 | false | Buy | Add to core equity +1% | 0 | 8 | BrokerA | MKT | 100 | null | null | Normal monitoring | -34 | -1 | 105 | 5 | false | Within IPS guidelines |
P8985 | Cautious | 401k | USD | 2024-08-02 | 651,983 | 61,370 | 590,613 | 1 | 36.5 | 44.6 | 8.3 | 10.6 | VOO:11.2%;BRK.B:13.2%;IEF:25.2%;VNQ:25.2%;TSLA:25.2% | US:67.6;EU:15.0;APAC:11.2;EM:5.5;Other:0.7 | Value:-0.3;Growth:-0.7;Quality:-1.0;Size:-0.5;Momentum:-0.4;LowVol:+0.1 | ESGOnly;NoMargin | 6 | 30 | 5.4 | trailing 8% | 126 | 19.8 | Volatile | 28.4 | 5.3 | 2.9 | 125 | -34 | 35 | 61 | false | NoAction | Within bands; monitor | 17 | -1 | BrokerB | MKT | 0 | null | null | Normal monitoring | 84 | 13 | 166 | 3 | false | Tax-aware sells next window |
P8986 | Systematic | 401k | USD | 2025-04-09 | 948,043 | 87,594 | 860,449 | 1 | 61.9 | 31.3 | 0 | 6.8 | VNQ:23.8%;GLD:23.8%;VTI:23.8%;HYG:14.5%;MUB:14.1% | US:75.9;EU:11.8;APAC:7.3;EM:3.9;Other:1.0 | Value:+0.2;Growth:+0.9;Quality:+0.8;Size:-0.4;Momentum:+0.6;LowVol:+0.3 | null | 7 | 35 | 5.4 | trailing 8% | 183 | 20.5 | Bull | 15.4 | 4.92 | 3.2 | 82 | 50 | 87 | 57 | false | Sell | Trim extended winner -1% | 5 | 2 | BrokerC | MKT | 90 | null | null | Normal monitoring | 28 | -40 | 3 | 5 | false | Tighten stops on momentum names |
P8987 | Hands-off | Trust | USD | 2025-01-21 | 329,065 | 32,809 | 296,256 | 1 | 68.6 | 18.2 | 4.4 | 8.8 | AMZN:27.1%;QQQ:27.1%;MUB:27.1%;BRK.B:18.7% | US:65.4;EU:21.1;APAC:8.7;EM:4.1;Other:0.8 | Value:-0.0;Growth:+0.5;Quality:-0.1;Size:-0.8;Momentum:-0.9;LowVol:0.0 | MaxPos6% | 10 | 30 | 5.7 | trailing 8% | 95 | 12.4 | Sideways | 16.4 | 3.85 | 3.4 | 114 | 44 | 75 | 60 | false | Hedge | Add TLT +1% as duration hedge | 3 | -12 | BrokerB | MKT | 95 | null | null | Normal monitoring | 13 | -28 | -12 | 4 | false | Increase defensive factor exposure |
P8988 | Hands-off | Roth | USD | 2025-09-21 | 533,942 | 26,285 | 507,657 | 1 | 74.7 | 16.3 | 2.9 | 6 | IEF:35.2%;VTI:29.7%;AAPL:35.2% | US:60.6;EU:16.9;APAC:14.5;EM:6.2;Other:1.8 | Value:+0.2;Growth:-0.2;Quality:+0.6;Size:+0.8;Momentum:-0.6;LowVol:+0.8 | ESGOnly | 10 | 25 | 3.7 | hard 10% | 130 | 18.4 | Bull | 15.5 | 4.92 | 3 | 84 | 46 | 84 | 62 | true | Rebalance | Rebalance back to target bands | -7 | 13 | BrokerB | MKT | 96 | VAR>budget | Reduce | Risk above budget threshold | -23 | -38 | 96 | 4 | false | Monitor dispersion and breadth |
P8989 | Active | IRA | USD | 2025-11-02 | 1,774,975 | 206,646 | 1,568,329 | 1 | 57.5 | 23.8 | 13.3 | 5.3 | GLD:20.8%;AMZN:14.6%;VOO:21.5%;XLF:21.6%;AAPL:21.6% | US:69.2;EU:5.2;APAC:13.2;EM:10.7;Other:1.7 | Value:+0.3;Growth:-0.6;Quality:+0.6;Size:-1.0;Momentum:+0.4;LowVol:-0.3 | MaxPos5% | 8 | 35 | 4.9 | trailing 8% | 144 | 24.5 | Bull | 17.4 | 4.46 | 3.2 | 120 | 46 | 82 | 57 | false | Buy | Add to core equity +1% | 34 | -19 | BrokerB | MKT | 99 | null | null | Normal monitoring | -39 | -16 | 14 | 5 | false | Monitor dispersion and breadth |
P8990 | Hands-off | IRA | USD | 2024-10-31 | 211,168 | 9,547 | 201,621 | 1 | 65.7 | 25.7 | 0 | 8.5 | HYG:29.0%;TLT:22.7%;MUB:29.0%;XLF:19.3% | US:59.2;EU:9.1;APAC:16.4;EM:11.3;Other:3.9 | Value:+0.9;Growth:+0.6;Quality:0.0;Size:-0.6;Momentum:-0.5;LowVol:-0.4 | null | 7 | 30 | 5.9 | hard 10% | 113 | 18.3 | Sideways | 15.5 | 4.6 | 2.4 | 111 | -27 | 22 | 55 | false | Rebalance | Shift +1% to bonds from equity | -11 | -23 | BrokerC | LMT | 93 | null | null | Normal monitoring | -42 | -31 | 94 | 5 | false | Within IPS guidelines |
P8991 | Cautious | Trust | USD | 2025-05-30 | 230,673 | 28,693 | 201,980 | 1 | 43.2 | 31.9 | 10.5 | 14.4 | XLF:19.8%;MUB:21.9%;BRK.B:19.7%;HYG:13.0%;BND:8.8%;AAPL:16.8% | US:61.5;EU:17.5;APAC:7.5;EM:7.4;Other:6.0 | Value:+0.2;Growth:-0.3;Quality:-0.6;Size:+0.4;Momentum:-0.3;LowVol:+1.0 | ESGOnly;MaxPos6%;NoMargin | 6 | 25 | 3.8 | trailing 10% | 119 | 12.9 | Bull | 12.7 | 4.56 | 3.4 | 90 | 46 | 74 | 29 | false | Rebalance | Shift +1% to bonds from equity | 7 | -8 | BrokerA | LMT | 85 | null | null | Normal monitoring | 30 | -14 | 143 | 4 | false | Increase defensive factor exposure |
P8992 | Systematic | 401k | USD | 2025-10-17 | 595,082 | 52,528 | 542,554 | 1 | 64.7 | 29.8 | 0 | 5.5 | TSLA:21.4%;MUB:21.4%;MSFT:21.4%;BND:10.5%;BRK.B:12.3%;IEF:13.0% | US:72.1;EU:6.7;APAC:9.1;EM:6.0;Other:6.2 | Value:-0.5;Growth:-0.3;Quality:-0.5;Size:-0.7;Momentum:+0.4;LowVol:-0.5 | MaxPos7% | 5 | 25 | 4.8 | trailing 8% | 160 | 23.7 | Bull | 17.2 | 4.72 | 3.1 | 86 | 101 | 87 | 63 | false | Sell | Trim extended winner -1% | -3 | -29 | BrokerA | MKT | 92 | null | null | Normal monitoring | -27 | -52 | -9 | 3 | false | Tax-aware sells next window |
P8993 | Active | Trust | USD | 2024-10-14 | 1,384,106 | 151,762 | 1,232,344 | 1 | 67.7 | 25 | 0 | 7.3 | HYG:27.4%;AMZN:27.4%;AAPL:22.9%;BRK.B:22.3% | US:65.6;EU:13.9;APAC:9.3;EM:7.1;Other:4.2 | Value:-0.9;Growth:+0.4;Quality:+0.8;Size:+0.6;Momentum:+0.7;LowVol:+0.6 | MaxPos5% | 10 | 35 | 4.6 | trailing 8% | 229 | 19.6 | Bear | 32.4 | 4.1 | 2.3 | 156 | 34 | 82 | 90 | true | Reduce | Cut high-beta by 2-3%, add cash | 34 | 15 | BrokerB | LMT | 85 | VAR>budget | TightenStops | Risk above budget threshold | 117 | 16 | 173 | 5 | false | Tax-aware sells next window |
P8994 | Active | IRA | USD | 2025-03-03 | 1,155,885 | 105,239 | 1,050,646 | 1.15 | 58.1 | 28.2 | 7.2 | 6.5 | MUB:16.1%;HYG:11.8%;MSFT:24.7%;IEF:24.7%;QQQ:22.7% | US:58.9;EU:13.7;APAC:14.9;EM:7.8;Other:4.8 | Value:0.0;Growth:+0.9;Quality:-0.5;Size:-0.7;Momentum:0.0;LowVol:+0.5 | null | 7 | 35 | 4.5 | trailing 9% | 127 | 26.4 | Bull | 14.2 | 4.87 | 3.4 | 116 | 68 | 86 | 42 | true | Rebalance | Rebalance back to target bands | 9 | -16 | BrokerC | VWAP | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -2 | -50 | 124 | 4 | false | Tax-aware sells next window |
P8995 | Opportunistic | 401k | USD | 2024-09-13 | 1,420,413 | 71,262 | 1,349,151 | 1.06 | 63.3 | 20.4 | 8.8 | 7.5 | QQQ:21.4%;MUB:27.4%;BRK.B:27.4%;HYG:23.9% | US:62.9;EU:16.6;APAC:7.0;EM:9.7;Other:3.7 | Value:-0.2;Growth:-0.3;Quality:-0.9;Size:+1.0;Momentum:+0.4;LowVol:-0.3 | MaxPos6% | 6 | 25 | 4.6 | hard 12% | 174 | 33.3 | Bull | 17.3 | 4.06 | 2 | 104 | 83 | 81 | 58 | false | Sell | Trim extended winner -1% | 30 | -17 | BrokerD | MKT | 97 | null | null | Normal monitoring | 84 | 8 | 119 | 3 | false | Tighten stops on momentum names |
P8996 | Cautious | 401k | USD | 2025-05-22 | 774,944 | 64,763 | 710,181 | 1 | 40.7 | 40.8 | 3.3 | 15.2 | MUB:25.7%;AMZN:24.3%;QQQ:25.7%;BRK.B:24.4% | US:61.4;EU:15.9;APAC:10.6;EM:10.7;Other:1.5 | Value:+0.9;Growth:-0.2;Quality:+0.2;Size:+0.9;Momentum:+0.3;LowVol:-0.2 | ESGOnly;NoMargin | 8 | 25 | 3.1 | trailing 10% | 141 | 12.6 | Volatile | 24.9 | 3.95 | 4.2 | 155 | 24 | 60 | 60 | true | Hedge | Buy index puts 1% notional | 35 | -8 | BrokerD | LMT | 99 | VAR>budget | Reduce | Risk above budget threshold | 0 | -13 | -19 | 2 | false | Within IPS guidelines |
P8997 | Opportunistic | Roth | USD | 2025-09-03 | 1,701,424 | 146,973 | 1,554,451 | 1 | 63.8 | 10.3 | 18.5 | 7.4 | BRK.B:15.1%;HYG:11.9%;QQQ:20.2%;XLF:14.8%;MSFT:17.2%;AAPL:20.8% | US:58.4;EU:15.5;APAC:12.5;EM:10.6;Other:3.0 | Value:+0.1;Growth:-0.8;Quality:+0.6;Size:+0.8;Momentum:+0.1;LowVol:+0.9 | null | 5 | 30 | 5.7 | trailing 9% | 218 | 27.3 | Sideways | 19.3 | 4.59 | 2.6 | 134 | 47 | 63 | 64 | false | NoAction | Within bands; monitor | 8 | -27 | BrokerC | LMT | 88 | null | null | Normal monitoring | 23 | -15 | 104 | 5 | false | Monitor dispersion and breadth |
P8998 | Opportunistic | Roth | USD | 2024-08-09 | 404,647 | 20,423 | 384,224 | 1.23 | 61.6 | 14.8 | 17.9 | 5.7 | QQQ:19.4%;MUB:23.2%;AMZN:23.2%;BND:18.8%;TLT:15.6% | US:71.0;EU:9.9;APAC:8.2;EM:9.7;Other:1.2 | Value:+0.9;Growth:-0.0;Quality:+0.9;Size:+0.4;Momentum:-0.8;LowVol:-0.1 | null | 10 | 35 | 4.5 | trailing 7% | 161 | 25.6 | Bear | 22 | 3.67 | 1.9 | 132 | -64 | 21 | 64 | false | Rebalance | Shift +1% to bonds from equity | 15 | -30 | BrokerC | VWAP | 90 | null | null | Normal monitoring | 18 | 3 | 38 | 4 | false | Tighten stops on momentum names |
P8999 | Cautious | Taxable | USD | 2025-08-20 | 613,531 | 65,037 | 548,494 | 1 | 38.6 | 39.8 | 4.4 | 17.2 | MUB:21.8%;VNQ:11.1%;AMZN:21.8%;VOO:21.8%;BRK.B:15.0%;XLF:8.5% | US:73.3;EU:13.2;APAC:7.4;EM:3.4;Other:2.7 | Value:-0.2;Growth:-0.5;Quality:-0.1;Size:-0.5;Momentum:+0.7;LowVol:+0.1 | NoDerivatives;NoMargin | 7 | 35 | 5.9 | trailing 8% | 161 | 18.8 | Bull | 12.6 | 4.91 | 2.7 | 73 | 22 | 58 | 34 | true | Hedge | Buy index puts 1% notional | 16 | 8 | BrokerB | MKT | 92 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 21 | -42 | 49 | 4 | false | Tighten stops on momentum names |
P9000 | Hands-off | Roth | USD | 2025-09-30 | 845,662 | 55,298 | 790,364 | 1 | 57.1 | 18.2 | 15.3 | 9.4 | BND:21.1%;XLF:26.3%;MSFT:26.3%;MUB:26.3% | US:55.5;EU:18.3;APAC:13.6;EM:7.5;Other:5.0 | Value:-0.2;Growth:-1.0;Quality:+0.1;Size:+0.9;Momentum:-0.7;LowVol:-0.0 | ESGOnly;MaxPos6% | 5 | 35 | 3.2 | trailing 8% | 90 | 13.4 | Bear | 31.8 | 3.66 | 1.4 | 209 | 30 | 76 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -8 | -8 | BrokerB | LMT | 91 | VAR>budget | Hedge | Risk above budget threshold | 72 | -48 | 51 | 5 | false | Tighten stops on momentum names |
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