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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9001 | Systematic | IRA | USD | 2024-10-29 | 1,576,436 | 139,736 | 1,436,700 | 1 | 65.9 | 26 | 1.8 | 6.3 | HYG:29.1%;QQQ:35.4%;VNQ:35.4% | US:70.4;EU:9.2;APAC:9.7;EM:8.6;Other:2.0 | Value:+0.6;Growth:+0.3;Quality:-0.8;Size:+0.5;Momentum:+0.3;LowVol:+0.4 | null | 10 | 30 | 4.9 | trailing 8% | 156 | 25.2 | Sideways | 17.1 | 4.5 | 2.2 | 133 | 1 | 35 | 45 | false | Rebalance | Shift +1% to bonds from equity | 2 | -8 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 113 | -29 | 203 | 4 | false | Monitor dispersion and breadth |
P9002 | Cautious | IRA | USD | 2025-12-02 | 230,829 | 27,551 | 203,278 | 1 | 49.1 | 36.9 | 0 | 14 | QQQ:22.1%;AAPL:10.1%;VNQ:19.9%;TSLA:15.0%;MSFT:22.1%;BND:10.9% | US:63.2;EU:12.3;APAC:12.9;EM:8.4;Other:3.2 | Value:+1.0;Growth:+0.2;Quality:+0.1;Size:-0.3;Momentum:0.0;LowVol:+0.3 | MaxPos6%;NoMargin | 10 | 35 | 4.2 | trailing 8% | 147 | 14.8 | Bear | 22.4 | 3.42 | 1.6 | 177 | -63 | 24 | 57 | false | Sell | Trim extended winner -1% | 34 | -23 | BrokerD | MKT | 90 | null | null | Normal monitoring | 105 | -40 | 158 | 3 | false | Tax-aware sells next window |
P9003 | Systematic | IRA | USD | 2024-09-16 | 1,136,450 | 64,776 | 1,071,674 | 1 | 60.8 | 31.2 | 0 | 7.9 | XLF:24.2%;VOO:11.0%;GLD:24.2%;TLT:24.2%;TSLA:16.4% | US:62.9;EU:12.7;APAC:13.1;EM:5.9;Other:5.3 | Value:+0.4;Growth:+0.6;Quality:-0.1;Size:+0.4;Momentum:-0.8;LowVol:+0.3 | MaxPos5%;NoDerivatives | 6 | 35 | 4.9 | hard 12% | 219 | 17.7 | Volatile | 31.7 | 4.26 | 3.4 | 140 | 66 | 97 | 80 | true | Hedge | Buy index puts 1% notional | -15 | -19 | BrokerC | MKT | 98 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -10 | -25 | 115 | 5 | false | Monitor dispersion and breadth |
P9004 | Systematic | Taxable | USD | 2025-10-21 | 1,835,809 | 86,948 | 1,748,861 | 1 | 62.7 | 31.9 | 0 | 5.3 | VTI:33.9%;MSFT:32.1%;VNQ:33.9% | US:68.1;EU:10.8;APAC:10.7;EM:7.6;Other:2.9 | Value:+0.4;Growth:+0.3;Quality:-0.9;Size:-0.6;Momentum:-0.6;LowVol:-0.8 | MaxPos8% | 10 | 35 | 5.6 | trailing 8% | 145 | 20.6 | Volatile | 26.2 | 4.9 | 4.1 | 133 | 38 | 68 | 72 | true | Hedge | Buy index puts 1% notional | 21 | -26 | BrokerC | VWAP | 98 | VAR>budget | TightenStops | Risk above budget threshold | -58 | -46 | -32 | 5 | false | Tighten stops on momentum names |
P9005 | Systematic | Taxable | USD | 2024-09-19 | 1,505,779 | 124,535 | 1,381,244 | 1 | 67.7 | 27.3 | 0 | 5 | XLF:33.3%;VTI:33.3%;GLD:33.3% | US:60.2;EU:15.1;APAC:14.6;EM:6.3;Other:4.0 | Value:+0.6;Growth:+0.4;Quality:+0.6;Size:-0.3;Momentum:-0.1;LowVol:-0.3 | null | 7 | 30 | 4.1 | trailing 8% | 160 | 16.6 | Bull | 17.6 | 3.69 | 2.8 | 92 | 81 | 92 | 65 | true | Hedge | Buy index puts 1% notional | -11 | -10 | BrokerC | MKT | 89 | VAR>budget | TightenStops | Risk above budget threshold | 39 | -39 | 99 | 2 | false | Tax-aware sells next window |
P9006 | Hands-off | Roth | USD | 2025-02-08 | 621,932 | 33,892 | 588,040 | 1 | 65.6 | 17.8 | 11.6 | 5 | BND:24.5%;QQQ:9.7%;MUB:24.5%;HYG:24.5%;GLD:16.9% | US:64.9;EU:14.6;APAC:10.9;EM:9.1;Other:0.5 | Value:+0.9;Growth:+0.4;Quality:+0.3;Size:-0.3;Momentum:+0.3;LowVol:+0.6 | null | 8 | 30 | 3.2 | trailing 8% | 140 | 17.6 | Volatile | 30.6 | 5.25 | 4.1 | 159 | 57 | 74 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | -3 | 10 | BrokerA | VWAP | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -18 | -28 | 113 | 5 | false | Monitor dispersion and breadth |
P9007 | Cautious | 401k | USD | 2025-04-09 | 211,619 | 17,775 | 193,844 | 1 | 52.4 | 36.8 | 0 | 10.8 | IEF:25.9%;BND:25.9%;TSLA:22.3%;TLT:25.9% | US:65.8;EU:9.8;APAC:12.2;EM:10.1;Other:2.0 | Value:+0.6;Growth:+0.9;Quality:+0.8;Size:+0.4;Momentum:+1.0;LowVol:-0.2 | ESGOnly;MaxPos8%;NoMargin | 10 | 35 | 3.6 | trailing 8% | 159 | 12.3 | Volatile | 23.9 | 4.62 | 3.3 | 113 | 43 | 63 | 49 | false | Buy | Add to core equity +1% | -1 | -10 | BrokerC | LMT | 96 | null | null | Normal monitoring | 61 | -12 | 104 | 5 | false | Tax-aware sells next window |
P9008 | Opportunistic | 401k | USD | 2024-11-06 | 1,582,206 | 62,387 | 1,519,819 | 1 | 70.4 | 10.9 | 11.3 | 7.4 | GLD:25.0%;QQQ:25.0%;TSLA:25.0%;BND:25.0% | US:64.4;EU:15.4;APAC:7.7;EM:8.1;Other:4.4 | Value:+0.4;Growth:-0.3;Quality:-0.5;Size:+0.5;Momentum:+0.2;LowVol:-0.6 | MaxPos8%;NoDerivatives | 6 | 35 | 4.9 | hard 12% | 209 | 21.4 | Bear | 26 | 4.04 | 2.5 | 202 | -11 | 52 | 66 | false | Buy | Add to core equity +1% | -4 | 13 | BrokerA | LMT | 91 | null | null | Normal monitoring | -35 | -27 | -51 | 5 | false | Tax-aware sells next window |
P9009 | Cautious | Trust | USD | 2025-09-17 | 664,213 | 80,449 | 583,764 | 1 | 36.7 | 40 | 9.9 | 13.4 | GLD:33.3%;AMZN:33.3%;VOO:33.3% | US:63.2;EU:16.9;APAC:15.3;EM:3.8;Other:0.8 | Value:+0.4;Growth:-0.8;Quality:-0.8;Size:-0.2;Momentum:-0.9;LowVol:-0.5 | ESGOnly;NoMargin | 5 | 30 | 5.1 | hard 10% | 170 | 14.9 | Bull | 17.2 | 4.23 | 3.3 | 79 | 18 | 59 | 41 | false | Rebalance | Shift +1% to bonds from equity | -11 | -25 | BrokerC | MKT | 86 | null | null | Normal monitoring | -44 | -14 | 93 | 4 | false | Within IPS guidelines |
P9010 | Hands-off | Taxable | USD | 2025-06-05 | 219,372 | 21,397 | 197,975 | 1 | 60.4 | 27 | 3.4 | 9.3 | XLF:33.3%;TLT:33.3%;MSFT:33.3% | US:70.9;EU:10.5;APAC:5.6;EM:9.8;Other:3.2 | Value:+0.7;Growth:+0.6;Quality:-0.1;Size:+0.9;Momentum:-0.2;LowVol:+0.8 | ESGOnly;MaxPos7% | 7 | 35 | 5.1 | trailing 8% | 157 | 19.5 | Sideways | 21.3 | 4.05 | 3.2 | 106 | 11 | 47 | 65 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -28 | BrokerB | MKT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 101 | -15 | 202 | 4 | false | Increase defensive factor exposure |
P9011 | Opportunistic | Taxable | USD | 2024-12-06 | 1,423,886 | 63,103 | 1,360,783 | 1 | 70.9 | 19.5 | 3.1 | 6.4 | IEF:17.8%;TLT:13.3%;MSFT:18.2%;BND:10.2%;GLD:20.4%;BRK.B:20.1% | US:63.8;EU:15.7;APAC:9.6;EM:6.3;Other:4.6 | Value:-0.1;Growth:-0.1;Quality:+0.5;Size:-0.2;Momentum:+0.9;LowVol:-0.1 | null | 10 | 25 | 4.6 | hard 12% | 249 | 30.3 | Bull | 13.8 | 3.72 | 2.6 | 74 | 69 | 83 | 50 | false | Rebalance | Shift +1% to bonds from equity | -2 | 0 | BrokerB | VWAP | 94 | null | null | Normal monitoring | -9 | -54 | 13 | 4 | false | Tighten stops on momentum names |
P9012 | Cautious | Roth | USD | 2025-05-14 | 833,685 | 106,975 | 726,710 | 1 | 54 | 34.1 | 1.6 | 10.3 | HYG:28.6%;VTI:28.6%;QQQ:28.6%;AAPL:14.3% | US:67.7;EU:12.2;APAC:7.2;EM:10.2;Other:2.7 | Value:+0.5;Growth:+0.1;Quality:-0.5;Size:+0.3;Momentum:+1.0;LowVol:-0.1 | ESGOnly;NoMargin | 5 | 25 | 5.3 | hard 10% | 156 | 14.9 | Volatile | 30.2 | 5.09 | 4.3 | 139 | 77 | 86 | 76 | true | Hedge | Buy index puts 1% notional | 20 | -20 | BrokerD | VWAP | 97 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -15 | 15 | 81 | 4 | false | Tax-aware sells next window |
P9013 | Cautious | Roth | USD | 2024-12-20 | 890,047 | 101,416 | 788,631 | 1 | 40.2 | 33.5 | 15.1 | 11.3 | TSLA:14.0%;TLT:16.8%;BRK.B:24.1%;IEF:21.0%;MUB:24.1% | US:72.2;EU:13.8;APAC:5.9;EM:7.2;Other:0.9 | Value:+0.8;Growth:+0.9;Quality:+0.7;Size:-0.0;Momentum:+0.3;LowVol:+0.5 | NoMargin | 8 | 35 | 3.2 | trailing 10% | 96 | 15.6 | Volatile | 20.8 | 4.64 | 4.5 | 174 | -7 | 49 | 37 | false | Hedge | Add TLT +1% as duration hedge | -1 | -35 | BrokerB | MKT | 100 | null | null | Normal monitoring | 6 | -43 | 119 | 3 | false | Monitor dispersion and breadth |
P9014 | Opportunistic | Roth | USD | 2025-03-20 | 720,057 | 44,194 | 675,863 | 1 | 72.2 | 18.8 | 2.7 | 6.2 | VTI:25.0%;VNQ:25.0%;HYG:25.0%;QQQ:25.0% | US:68.2;EU:17.1;APAC:9.5;EM:5.1;Other:0.2 | Value:+0.7;Growth:+0.9;Quality:+0.8;Size:-0.0;Momentum:+1.0;LowVol:-0.8 | MaxPos6% | 10 | 35 | 6.8 | trailing 9% | 189 | 32.2 | Bear | 32.6 | 3.25 | 1.7 | 134 | -11 | 42 | 96 | true | Hedge | Buy index puts 1% notional | 26 | 6 | BrokerC | MKT | 91 | VAR>budget | Hedge | Risk above budget threshold | 67 | 3 | 125 | 3 | false | Within IPS guidelines |
P9015 | Hands-off | Taxable | USD | 2025-06-25 | 648,491 | 63,175 | 585,316 | 1 | 64.9 | 25.8 | 2.1 | 7.2 | TSLA:21.1%;BND:21.1%;VTI:14.4%;IEF:11.9%;VNQ:12.7%;GLD:18.7% | US:74.4;EU:8.0;APAC:10.5;EM:5.2;Other:1.9 | Value:+0.5;Growth:+0.9;Quality:-0.6;Size:+0.2;Momentum:-0.1;LowVol:-0.8 | ESGOnly;NoDerivatives | 10 | 25 | 5.3 | trailing 8% | 95 | 14.3 | Volatile | 24.5 | 4.39 | 4.2 | 123 | -26 | 31 | 72 | true | Hedge | Buy index puts 1% notional | -11 | -33 | BrokerB | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | 113 | 3 | 119 | 2 | false | Tax-aware sells next window |
P9016 | Hands-off | Trust | USD | 2025-01-14 | 386,433 | 27,666 | 358,767 | 1 | 57.6 | 27.3 | 7.3 | 7.8 | TLT:22.7%;IEF:9.0%;QQQ:22.7%;BRK.B:11.9%;XLF:22.7%;VOO:11.0% | US:71.3;EU:5.6;APAC:9.9;EM:8.8;Other:4.4 | Value:+0.2;Growth:-0.9;Quality:+0.9;Size:-0.4;Momentum:-0.6;LowVol:-0.8 | null | 10 | 35 | 3 | trailing 8% | 135 | 16.5 | Volatile | 21.1 | 4.61 | 2.7 | 115 | -19 | 54 | 59 | false | Rebalance | Shift +1% to bonds from equity | 22 | -31 | BrokerC | MKT | 99 | null | null | Normal monitoring | 115 | -57 | 78 | 4 | false | Tighten stops on momentum names |
P9017 | Cautious | Taxable | USD | 2025-07-31 | 435,743 | 43,437 | 392,306 | 1 | 47.4 | 37.8 | 0 | 14.8 | GLD:10.4%;VOO:15.6%;TLT:21.2%;VTI:17.9%;VNQ:15.8%;QQQ:19.1% | US:65.4;EU:16.9;APAC:9.0;EM:6.4;Other:2.3 | Value:+0.6;Growth:+0.2;Quality:+0.4;Size:+0.7;Momentum:-0.5;LowVol:+0.6 | MaxPos6%;NoMargin | 8 | 35 | 3.6 | trailing 8% | 168 | 16.4 | Bull | 13.4 | 4.49 | 2.3 | 74 | 113 | 100 | 43 | false | Rebalance | Shift +1% to bonds from equity | 30 | 7 | BrokerA | LMT | 89 | null | null | Normal monitoring | 33 | -15 | 4 | 4 | false | Tax-aware sells next window |
P9018 | Cautious | IRA | USD | 2025-07-05 | 883,961 | 82,167 | 801,794 | 1 | 38.3 | 34.5 | 12.9 | 14.3 | BRK.B:18.7%;TLT:27.1%;AMZN:27.1%;HYG:27.1% | US:70.1;EU:10.6;APAC:5.2;EM:10.6;Other:3.5 | Value:-1.0;Growth:+0.7;Quality:-0.0;Size:-0.8;Momentum:-0.7;LowVol:-0.1 | MaxPos7%;NoDerivatives;NoMargin | 8 | 30 | 4 | trailing 10% | 156 | 19.2 | Bear | 29 | 3.29 | 2.4 | 143 | -29 | 40 | 52 | false | Rebalance | Shift +1% to bonds from equity | 1 | -19 | BrokerC | LMT | 97 | null | null | Normal monitoring | 66 | 17 | 203 | 3 | false | Monitor dispersion and breadth |
P9019 | Cautious | Taxable | USD | 2025-01-03 | 573,878 | 70,104 | 503,774 | 1 | 45.7 | 33.6 | 7.8 | 13 | IEF:16.8%;BND:14.4%;QQQ:20.3%;MUB:18.6%;AMZN:19.6%;BRK.B:10.4% | US:75.1;EU:11.5;APAC:5.9;EM:5.9;Other:1.7 | Value:-0.1;Growth:+0.3;Quality:+0.1;Size:+0.2;Momentum:-0.1;LowVol:+0.1 | ESGOnly;NoMargin | 5 | 25 | 5.9 | trailing 10% | 111 | 17 | Volatile | 20.1 | 3.54 | 3.4 | 173 | 64 | 71 | 42 | false | Rebalance | Shift +1% to bonds from equity | 14 | -30 | BrokerD | LMT | 88 | null | null | Normal monitoring | 101 | 7 | 159 | 3 | false | Increase defensive factor exposure |
P9020 | Active | Taxable | USD | 2024-10-07 | 1,068,384 | 99,387 | 968,997 | 1 | 54.2 | 20.7 | 16.8 | 8.3 | VOO:25.0%;HYG:25.0%;BND:25.0%;VNQ:25.0% | US:60.1;EU:19.4;APAC:13.7;EM:6.3;Other:0.4 | Value:+0.7;Growth:+0.6;Quality:+0.5;Size:+0.4;Momentum:-0.0;LowVol:+0.9 | NoDerivatives | 6 | 30 | 4.2 | hard 12% | 210 | 19.3 | Bear | 22.7 | 4.24 | 3 | 130 | 0 | 39 | 64 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | 9 | BrokerA | MKT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 55 | 15 | 175 | 3 | false | Tax-aware sells next window |
P9021 | Active | Trust | USD | 2025-05-02 | 2,093,943 | 138,445 | 1,955,498 | 1.23 | 56.1 | 24.1 | 10.5 | 9.2 | VOO:18.9%;VTI:27.0%;AAPL:27.0%;BND:27.0% | US:63.4;EU:18.3;APAC:8.8;EM:7.9;Other:1.6 | Value:+0.4;Growth:-0.9;Quality:-0.2;Size:+1.0;Momentum:-1.0;LowVol:+0.4 | NoDerivatives | 10 | 30 | 5.6 | trailing 9% | 130 | 24.4 | Sideways | 18.1 | 3.98 | 2.3 | 126 | 40 | 64 | 41 | false | NoAction | Within bands; monitor | 10 | 3 | BrokerC | MKT | 0 | null | null | Normal monitoring | 32 | -54 | 124 | 3 | false | Monitor dispersion and breadth |
P9022 | Systematic | IRA | USD | 2024-10-20 | 691,824 | 66,133 | 625,691 | 1 | 63.5 | 30 | 0 | 6.6 | VTI:20.9%;XLF:9.9%;BRK.B:17.4%;MUB:20.9%;TSLA:10.0%;AAPL:20.9% | US:74.0;EU:7.5;APAC:7.6;EM:10.0;Other:0.9 | Value:+0.4;Growth:-0.4;Quality:-0.9;Size:-0.8;Momentum:-0.4;LowVol:-0.6 | null | 5 | 35 | 5.4 | hard 12% | 153 | 21.8 | Bull | 15.4 | 4.75 | 3.5 | 103 | 59 | 94 | 39 | false | Sell | Trim extended winner -1% | 30 | -28 | BrokerA | LMT | 95 | null | null | Normal monitoring | 114 | -54 | 78 | 3 | false | Tax-aware sells next window |
P9023 | Cautious | Trust | USD | 2025-08-01 | 415,624 | 38,420 | 377,204 | 1 | 48.3 | 36 | 0 | 15.7 | QQQ:33.3%;TSLA:33.3%;IEF:33.3% | US:69.0;EU:14.1;APAC:6.0;EM:9.4;Other:1.5 | Value:-0.9;Growth:-0.8;Quality:+0.5;Size:-0.1;Momentum:+0.9;LowVol:+0.7 | ESGOnly;NoMargin | 6 | 35 | 4.2 | trailing 10% | 160 | 15.9 | Volatile | 27.9 | 5 | 3.2 | 157 | -41 | 44 | 68 | false | Buy | Add to core equity +1% | 29 | 11 | BrokerA | MKT | 97 | null | null | Normal monitoring | -29 | -59 | -44 | 5 | false | Tax-aware sells next window |
P9024 | Cautious | Taxable | USD | 2025-12-17 | 507,231 | 45,157 | 462,074 | 1 | 48.2 | 40.5 | 0 | 11.3 | VOO:36.2%;GLD:36.2%;BRK.B:27.7% | US:70.9;EU:8.1;APAC:6.0;EM:11.4;Other:3.6 | Value:+0.3;Growth:-0.5;Quality:-0.7;Size:-0.5;Momentum:+0.1;LowVol:+0.7 | NoDerivatives;NoMargin | 10 | 35 | 3.7 | trailing 8% | 113 | 13.3 | Sideways | 17.2 | 4.13 | 3.4 | 138 | -6 | 57 | 50 | false | Rebalance | Shift +1% to bonds from equity | 20 | -3 | BrokerC | LMT | 85 | null | null | Normal monitoring | -8 | -8 | 51 | 5 | false | Increase defensive factor exposure |
P9025 | Opportunistic | Roth | USD | 2024-10-16 | 635,558 | 54,227 | 581,331 | 1 | 63.5 | 13.1 | 18.2 | 5.1 | QQQ:29.6%;AAPL:16.0%;VOO:29.6%;MUB:24.8% | US:71.5;EU:6.0;APAC:13.3;EM:6.9;Other:2.2 | Value:+0.1;Growth:+0.1;Quality:-0.7;Size:+0.7;Momentum:-0.8;LowVol:+0.9 | MaxPos7% | 5 | 30 | 6.7 | trailing 9% | 272 | 24 | Volatile | 25.9 | 5.38 | 3.7 | 165 | -47 | 23 | 69 | false | Rebalance | Shift +1% to bonds from equity | 7 | -6 | BrokerB | MKT | 96 | null | null | Normal monitoring | 87 | -19 | 141 | 3 | false | Within IPS guidelines |
P9026 | Active | Trust | USD | 2025-11-03 | 2,034,473 | 235,074 | 1,799,399 | 1 | 65.8 | 20.4 | 8.8 | 5.1 | TSLA:20.4%;MSFT:13.9%;VOO:17.2%;GLD:19.9%;MUB:13.4%;TLT:15.2% | US:76.8;EU:11.8;APAC:5.2;EM:3.5;Other:2.6 | Value:+0.1;Growth:-0.6;Quality:-0.9;Size:-0.5;Momentum:+0.6;LowVol:-0.1 | MaxPos8% | 5 | 25 | 5.5 | trailing 9% | 150 | 22.7 | Bull | 12.7 | 3.74 | 2.6 | 117 | 61 | 81 | 34 | false | Buy | Add to core equity +1% | 31 | -40 | BrokerB | LMT | 86 | null | null | Normal monitoring | 83 | -58 | 199 | 3 | false | Tighten stops on momentum names |
P9027 | Systematic | Roth | USD | 2025-06-23 | 639,191 | 53,871 | 585,320 | 1 | 57.4 | 32.8 | 3.7 | 6.2 | TSLA:24.3%;IEF:17.8%;AMZN:13.7%;MSFT:24.3%;QQQ:19.9% | US:63.8;EU:16.0;APAC:9.1;EM:11.1;Other:0.1 | Value:+0.7;Growth:-0.8;Quality:-0.8;Size:+0.9;Momentum:-0.5;LowVol:-0.8 | null | 5 | 30 | 5.7 | trailing 9% | 189 | 25.7 | Bear | 29.1 | 3.25 | 2.5 | 209 | -102 | 10 | 64 | false | Buy | Add to core equity +1% | -8 | -10 | BrokerB | LMT | 87 | null | null | Normal monitoring | 109 | -22 | 88 | 5 | false | Increase defensive factor exposure |
P9028 | Cautious | Trust | USD | 2025-05-19 | 405,055 | 56,032 | 349,023 | 1 | 49.4 | 39.1 | 1.3 | 10.2 | IEF:17.7%;BRK.B:14.3%;VTI:13.5%;TLT:21.5%;AMZN:21.5%;TSLA:11.6% | US:77.3;EU:6.2;APAC:9.3;EM:3.3;Other:3.9 | Value:-0.1;Growth:+0.7;Quality:+1.0;Size:-0.1;Momentum:+0.3;LowVol:+0.7 | ESGOnly;MaxPos5%;NoMargin | 10 | 35 | 4.6 | trailing 10% | 99 | 14.4 | Volatile | 22.6 | 4.29 | 4.4 | 160 | -4 | 61 | 58 | false | Rebalance | Shift +1% to bonds from equity | 15 | -22 | BrokerC | MKT | 95 | null | null | Normal monitoring | 67 | 15 | 139 | 3 | false | Monitor dispersion and breadth |
P9029 | Cautious | Trust | USD | 2025-07-19 | 152,554 | 18,550 | 134,004 | 1 | 40.6 | 35.2 | 14.2 | 10 | XLF:23.4%;TSLA:23.4%;MSFT:16.3%;HYG:13.6%;VTI:23.4% | US:74.5;EU:10.6;APAC:6.8;EM:3.8;Other:4.3 | Value:-0.2;Growth:+0.1;Quality:-0.9;Size:-0.4;Momentum:-0.0;LowVol:0.0 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 7 | 30 | 5.6 | trailing 8% | 109 | 13.6 | Bull | 16.4 | 3.59 | 2.5 | 101 | 0 | 55 | 34 | false | Hedge | Add TLT +1% as duration hedge | 25 | -23 | BrokerC | VWAP | 86 | null | null | Normal monitoring | 87 | -16 | 114 | 3 | false | Monitor dispersion and breadth |
P9030 | Hands-off | IRA | USD | 2024-11-09 | 855,916 | 56,490 | 799,426 | 1 | 67.1 | 25.2 | 0.6 | 7 | BRK.B:33.3%;MSFT:33.3%;GLD:33.3% | US:63.9;EU:15.5;APAC:8.2;EM:12.3;Other:0.2 | Value:+0.9;Growth:-0.7;Quality:-0.7;Size:+0.9;Momentum:-0.1;LowVol:-0.3 | MaxPos5% | 8 | 25 | 5.4 | trailing 10% | 162 | 15 | Sideways | 20.2 | 4.73 | 2.5 | 120 | 47 | 67 | 51 | false | Buy | Add to core equity +1% | 8 | -32 | BrokerC | MKT | 91 | null | null | Normal monitoring | 18 | 14 | 114 | 3 | false | Tax-aware sells next window |
P9031 | Opportunistic | IRA | USD | 2024-09-29 | 908,138 | 37,646 | 870,492 | 1.24 | 64.3 | 12.5 | 17.6 | 5.6 | GLD:33.3%;TLT:33.3%;HYG:33.3% | US:69.1;EU:10.1;APAC:11.3;EM:6.9;Other:2.7 | Value:-0.2;Growth:-0.9;Quality:-0.7;Size:-0.1;Momentum:+0.3;LowVol:+0.4 | MaxPos8%;NoDerivatives | 5 | 30 | 4.5 | hard 12% | 258 | 27.9 | Bull | 11.6 | 4.67 | 3.1 | 109 | 67 | 71 | 43 | false | Rebalance | Shift +1% to bonds from equity | -13 | 11 | BrokerA | LMT | 88 | null | null | Normal monitoring | 91 | -11 | 102 | 3 | false | Tighten stops on momentum names |
P9032 | Cautious | Taxable | USD | 2025-08-04 | 586,146 | 67,251 | 518,895 | 1 | 39 | 32.7 | 16.7 | 11.6 | AAPL:21.9%;AMZN:20.1%;GLD:21.9%;VOO:18.8%;QQQ:17.3% | US:66.7;EU:11.3;APAC:9.7;EM:11.8;Other:0.5 | Value:-0.1;Growth:+0.8;Quality:-0.6;Size:-0.2;Momentum:+0.8;LowVol:+0.8 | NoDerivatives;NoMargin | 8 | 25 | 6 | trailing 8% | 126 | 17.4 | Bull | 11.3 | 4.17 | 2.8 | 83 | 101 | 100 | 29 | false | NoAction | Within bands; monitor | 22 | -8 | BrokerD | MKT | 0 | null | null | Normal monitoring | 39 | 7 | 152 | 5 | false | Tax-aware sells next window |
P9033 | Active | IRA | USD | 2024-09-01 | 757,649 | 72,116 | 685,533 | 1.11 | 60.4 | 31.3 | 0 | 8.3 | IEF:23.2%;VNQ:23.3%;BND:23.3%;MSFT:19.1%;HYG:11.2% | US:67.8;EU:13.4;APAC:11.7;EM:6.8;Other:0.3 | Value:-0.6;Growth:-0.4;Quality:-0.6;Size:+0.3;Momentum:+0.9;LowVol:+0.1 | MaxPos6% | 5 | 25 | 5.9 | trailing 9% | 197 | 19 | Sideways | 16.7 | 4.55 | 2 | 136 | 21 | 64 | 53 | false | Rebalance | Shift +1% to bonds from equity | 10 | 14 | BrokerA | LMT | 94 | null | null | Normal monitoring | -30 | 9 | 98 | 3 | false | Tighten stops on momentum names |
P9034 | Cautious | Taxable | USD | 2025-07-07 | 186,972 | 19,637 | 167,335 | 1 | 44 | 43.1 | 0 | 12.9 | VNQ:11.4%;BRK.B:9.9%;XLF:20.2%;AMZN:15.7%;TSLA:21.4%;MSFT:21.4% | US:71.2;EU:10.0;APAC:11.1;EM:6.9;Other:0.9 | Value:+0.8;Growth:+0.3;Quality:+0.4;Size:-0.1;Momentum:-0.2;LowVol:+0.5 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 10 | 35 | 5.1 | hard 10% | 166 | 12.1 | Volatile | 30.5 | 4.27 | 3.7 | 160 | 79 | 85 | 65 | false | Rebalance | Shift +1% to bonds from equity | 24 | -32 | BrokerB | LMT | 95 | null | null | Normal monitoring | 98 | 3 | 157 | 3 | false | Tighten stops on momentum names |
P9035 | Cautious | Taxable | USD | 2025-05-04 | 831,096 | 122,025 | 709,071 | 1 | 48.7 | 34.6 | 3.4 | 13.3 | MUB:22.6%;TSLA:27.9%;VTI:27.9%;AMZN:21.7% | US:68.8;EU:10.0;APAC:12.5;EM:8.1;Other:0.5 | Value:+0.8;Growth:+0.1;Quality:+0.2;Size:0.0;Momentum:+0.1;LowVol:-0.1 | NoDerivatives;NoMargin | 7 | 25 | 4.6 | hard 10% | 168 | 18.7 | Sideways | 16.8 | 3.73 | 2.5 | 115 | 49 | 87 | 44 | false | Buy | Add to core equity +1% | 32 | -39 | BrokerA | MKT | 85 | null | null | Normal monitoring | 43 | -37 | 175 | 3 | false | Increase defensive factor exposure |
P9036 | Opportunistic | Trust | USD | 2024-12-03 | 656,602 | 58,701 | 597,901 | 1 | 69.2 | 18.7 | 7.2 | 5 | XLF:20.1%;AAPL:22.7%;VOO:22.7%;QQQ:17.8%;BRK.B:16.7% | US:65.5;EU:17.3;APAC:14.0;EM:3.2;Other:0.1 | Value:+0.2;Growth:+1.0;Quality:+0.9;Size:-0.9;Momentum:+0.4;LowVol:-0.6 | null | 5 | 30 | 5.3 | hard 12% | 174 | 21.5 | Volatile | 26.1 | 5 | 3.8 | 152 | -35 | 35 | 68 | false | Rebalance | Shift +1% to bonds from equity | 15 | 4 | BrokerA | MKT | 91 | null | null | Normal monitoring | 54 | -42 | 138 | 5 | false | Increase defensive factor exposure |
P9037 | Systematic | Taxable | USD | 2025-02-21 | 443,316 | 26,340 | 416,976 | 1 | 63.4 | 28.6 | 0 | 8 | HYG:19.8%;TSLA:18.9%;BRK.B:13.9%;AMZN:23.7%;VOO:23.7% | US:62.1;EU:11.1;APAC:13.4;EM:10.5;Other:2.8 | Value:-0.6;Growth:+0.7;Quality:-0.5;Size:+0.8;Momentum:+0.7;LowVol:+0.1 | NoDerivatives | 5 | 30 | 4.1 | trailing 8% | 131 | 20.3 | Volatile | 29.7 | 5.31 | 4 | 125 | -58 | 30 | 81 | true | Rebalance | Rebalance back to target bands | 26 | -9 | BrokerB | LMT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 49 | -3 | 90 | 4 | false | Within IPS guidelines |
P9038 | Hands-off | Trust | USD | 2025-06-03 | 687,059 | 48,168 | 638,891 | 1 | 70.7 | 23.5 | 0 | 5.8 | VNQ:15.1%;TSLA:25.8%;MUB:12.1%;GLD:21.3%;AMZN:25.8% | US:72.4;EU:7.2;APAC:9.8;EM:7.5;Other:3.2 | Value:+0.1;Growth:-0.3;Quality:-0.9;Size:-0.8;Momentum:-0.6;LowVol:+0.2 | ESGOnly;NoDerivatives | 7 | 30 | 3.6 | trailing 8% | 147 | 16.5 | Volatile | 21 | 3.78 | 2.7 | 145 | -9 | 45 | 74 | true | Hedge | Buy index puts 1% notional | 28 | -22 | BrokerA | LMT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 16 | -51 | 113 | 5 | false | Increase defensive factor exposure |
P9039 | Cautious | Roth | USD | 2024-07-31 | 473,946 | 55,299 | 418,647 | 1 | 42.4 | 30.3 | 15.1 | 12.1 | XLF:17.3%;TLT:22.3%;BRK.B:16.6%;MSFT:9.2%;MUB:12.2%;VNQ:22.3% | US:58.8;EU:16.5;APAC:14.4;EM:7.6;Other:2.6 | Value:+0.8;Growth:-0.9;Quality:-0.4;Size:+0.3;Momentum:+1.0;LowVol:-0.4 | MaxPos5%;NoMargin | 5 | 30 | 4.5 | trailing 8% | 120 | 13 | Volatile | 20.8 | 5.3 | 2.4 | 156 | 73 | 87 | 54 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -32 | BrokerD | VWAP | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -18 | -36 | -52 | 5 | false | Tighten stops on momentum names |
P9040 | Active | Roth | USD | 2024-09-20 | 1,558,272 | 137,050 | 1,421,222 | 1 | 57.6 | 26.5 | 7 | 8.8 | TSLA:26.1%;BND:9.6%;XLF:12.1%;VOO:26.1%;GLD:26.1% | US:77.7;EU:7.0;APAC:6.6;EM:4.3;Other:4.4 | Value:-0.5;Growth:-0.1;Quality:+0.3;Size:-0.6;Momentum:-0.2;LowVol:+0.9 | null | 7 | 35 | 5.9 | trailing 9% | 161 | 16.7 | Volatile | 28.3 | 4.69 | 4.1 | 146 | -31 | 40 | 67 | false | NoAction | Within bands; monitor | 1 | 13 | BrokerB | LMT | 93 | null | null | Normal monitoring | 116 | -25 | 220 | 5 | false | Within IPS guidelines |
P9041 | Hands-off | Trust | USD | 2024-11-19 | 816,738 | 73,236 | 743,502 | 1 | 56.4 | 16.6 | 19.1 | 7.8 | AAPL:14.3%;AMZN:22.0%;GLD:22.0%;XLF:19.8%;VNQ:22.0% | US:65.4;EU:7.6;APAC:13.5;EM:11.1;Other:2.4 | Value:+0.5;Growth:-0.0;Quality:+0.9;Size:+0.9;Momentum:-0.1;LowVol:+0.9 | MaxPos7% | 7 | 35 | 3.8 | trailing 10% | 97 | 19.8 | Sideways | 21.9 | 3.96 | 2.8 | 116 | -21 | 38 | 54 | false | Rebalance | Shift +1% to bonds from equity | -2 | -29 | BrokerA | MKT | 96 | null | null | Normal monitoring | 59 | 7 | 103 | 4 | false | Tax-aware sells next window |
P9042 | Active | Roth | USD | 2024-12-18 | 2,085,547 | 247,531 | 1,838,016 | 1 | 62.6 | 27.9 | 3 | 6.5 | TLT:26.6%;VOO:26.6%;XLF:20.3%;IEF:26.6% | US:57.6;EU:14.9;APAC:14.9;EM:12.2;Other:0.4 | Value:+0.6;Growth:-0.9;Quality:-0.2;Size:+1.0;Momentum:+0.3;LowVol:+0.6 | null | 10 | 30 | 5.5 | trailing 8% | 137 | 22.4 | Sideways | 15.4 | 4.14 | 2.7 | 124 | 35 | 78 | 41 | false | Rebalance | Shift +1% to bonds from equity | 12 | -38 | BrokerB | LMT | 97 | null | null | Normal monitoring | 83 | -16 | 172 | 5 | false | Monitor dispersion and breadth |
P9043 | Systematic | IRA | USD | 2024-08-08 | 1,762,260 | 120,795 | 1,641,465 | 1 | 64.9 | 22.1 | 6.2 | 6.8 | MSFT:33.3%;QQQ:33.3%;AAPL:33.3% | US:67.2;EU:14.0;APAC:12.8;EM:4.3;Other:1.6 | Value:-0.3;Growth:+0.6;Quality:-0.5;Size:+0.2;Momentum:-0.7;LowVol:+0.1 | MaxPos6% | 8 | 25 | 5.1 | trailing 9% | 163 | 21.7 | Bull | 11.7 | 3.85 | 3 | 71 | 62 | 90 | 36 | false | NoAction | Within bands; monitor | 6 | -10 | BrokerB | MKT | 0 | null | null | Normal monitoring | 68 | -34 | 167 | 5 | false | Tighten stops on momentum names |
P9044 | Active | Roth | USD | 2025-05-20 | 987,786 | 67,579 | 920,207 | 1 | 57.5 | 19.3 | 13.8 | 9.5 | IEF:26.1%;BRK.B:26.1%;AMZN:26.1%;VOO:21.7% | US:72.3;EU:7.7;APAC:14.4;EM:5.3;Other:0.3 | Value:+0.2;Growth:-0.5;Quality:+0.2;Size:+0.7;Momentum:-0.5;LowVol:+0.2 | null | 6 | 35 | 5.7 | trailing 9% | 193 | 22.4 | Bull | 13.5 | 4.9 | 2.5 | 93 | 102 | 100 | 49 | false | Sell | Trim extended winner -1% | 8 | 7 | BrokerC | LMT | 87 | null | null | Normal monitoring | 23 | 0 | 99 | 3 | false | Monitor dispersion and breadth |
P9045 | Active | Roth | USD | 2025-11-28 | 2,362,272 | 163,413 | 2,198,859 | 1 | 54 | 25.5 | 12.8 | 7.7 | BND:33.3%;TLT:33.3%;VNQ:33.3% | US:65.0;EU:6.1;APAC:12.1;EM:11.9;Other:4.9 | Value:+0.2;Growth:-0.5;Quality:-0.0;Size:+0.6;Momentum:-0.3;LowVol:+0.5 | null | 7 | 25 | 5 | hard 12% | 203 | 27.8 | Sideways | 18.5 | 3.98 | 2.1 | 126 | -18 | 38 | 58 | false | Sell | Trim extended winner -1% | -15 | -16 | BrokerC | LMT | 95 | null | null | Normal monitoring | 118 | -37 | 170 | 4 | false | Tax-aware sells next window |
P9046 | Opportunistic | Roth | USD | 2024-09-09 | 1,041,464 | 61,312 | 980,152 | 1 | 66.6 | 12.6 | 14.4 | 6.5 | MSFT:12.4%;TSLA:17.6%;GLD:23.3%;VNQ:23.3%;BND:23.3% | US:73.7;EU:5.1;APAC:13.9;EM:5.0;Other:2.2 | Value:-0.1;Growth:+0.4;Quality:-0.5;Size:0.0;Momentum:+0.2;LowVol:+0.9 | MaxPos6% | 6 | 25 | 5.2 | hard 12% | 206 | 22.7 | Bear | 26.1 | 4.02 | 2.7 | 161 | -60 | 21 | 64 | false | Rebalance | Shift +1% to bonds from equity | -10 | 6 | BrokerA | VWAP | 92 | null | null | Normal monitoring | -5 | 16 | 106 | 3 | false | Increase defensive factor exposure |
P9047 | Hands-off | 401k | USD | 2025-11-25 | 701,148 | 37,203 | 663,945 | 1 | 67.5 | 26.2 | 0 | 6.3 | AAPL:21.3%;HYG:26.2%;XLF:26.2%;QQQ:26.2% | US:73.2;EU:10.2;APAC:7.0;EM:9.4;Other:0.2 | Value:+0.8;Growth:+0.8;Quality:+0.1;Size:-0.8;Momentum:+0.8;LowVol:+0.6 | NoDerivatives | 7 | 30 | 3 | hard 10% | 139 | 14.2 | Volatile | 28.2 | 5.26 | 4 | 138 | 18 | 65 | 82 | true | Hedge | Buy index puts 1% notional | -7 | -35 | BrokerA | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | 70 | -18 | 129 | 4 | false | Within IPS guidelines |
P9048 | Active | Taxable | USD | 2025-05-02 | 1,463,794 | 150,550 | 1,313,244 | 1 | 65.1 | 26.4 | 0 | 8.6 | AMZN:21.9%;XLF:19.2%;VNQ:21.9%;IEF:15.2%;VTI:21.9% | US:72.8;EU:11.2;APAC:6.1;EM:5.0;Other:4.9 | Value:-0.0;Growth:+0.7;Quality:-0.3;Size:-0.5;Momentum:+0.8;LowVol:+0.8 | MaxPos7% | 8 | 30 | 4.8 | trailing 8% | 138 | 24.1 | Volatile | 30.3 | 5.28 | 2.2 | 166 | 39 | 78 | 70 | false | Sell | Trim extended winner -1% | -4 | 1 | BrokerC | MKT | 95 | null | null | Normal monitoring | 22 | -41 | -1 | 5 | false | Tax-aware sells next window |
P9049 | Hands-off | IRA | USD | 2025-12-23 | 170,771 | 7,472 | 163,299 | 1 | 59.5 | 29.3 | 3.8 | 7.3 | MUB:19.0%;AMZN:14.1%;TLT:22.3%;XLF:22.3%;QQQ:22.3% | US:74.1;EU:5.8;APAC:8.8;EM:9.7;Other:1.6 | Value:-0.4;Growth:+0.8;Quality:-0.9;Size:+0.7;Momentum:+0.7;LowVol:+0.3 | MaxPos6% | 10 | 30 | 5.6 | trailing 8% | 105 | 12.4 | Volatile | 23.2 | 4.84 | 3.7 | 174 | 52 | 72 | 65 | false | Sell | Trim extended winner -1% | -12 | 11 | BrokerC | LMT | 87 | null | null | Normal monitoring | 20 | -44 | 97 | 4 | false | Tax-aware sells next window |
P9050 | Cautious | Trust | USD | 2025-01-21 | 796,348 | 65,229 | 731,119 | 1 | 41.3 | 39.5 | 1.6 | 17.6 | QQQ:34.7%;VOO:34.7%;VTI:30.7% | US:69.5;EU:14.5;APAC:7.2;EM:6.2;Other:2.7 | Value:+0.7;Growth:-0.5;Quality:-0.7;Size:+0.8;Momentum:0.0;LowVol:+0.6 | ESGOnly;MaxPos5%;NoMargin | 6 | 25 | 5 | trailing 8% | 129 | 18 | Bull | 12.1 | 4.45 | 3.2 | 75 | 88 | 94 | 27 | false | Buy | Add to core equity +1% | -5 | -28 | BrokerD | LMT | 90 | null | null | Normal monitoring | 116 | 15 | 223 | 3 | false | Within IPS guidelines |
P9051 | Systematic | Taxable | USD | 2025-08-16 | 838,976 | 33,610 | 805,366 | 1 | 55.2 | 29.1 | 7.3 | 8.4 | AMZN:7.3%;BRK.B:21.1%;VNQ:18.4%;XLF:14.4%;MSFT:17.7%;TSLA:21.1% | US:65.4;EU:11.1;APAC:12.3;EM:10.5;Other:0.7 | Value:-0.3;Growth:-0.1;Quality:+0.5;Size:+0.7;Momentum:-0.4;LowVol:+0.9 | MaxPos8%;NoDerivatives | 10 | 25 | 4.8 | hard 12% | 187 | 20.8 | Bull | 11.7 | 3.71 | 2.3 | 96 | 29 | 70 | 27 | false | Buy | Add to core equity +1% | 5 | -7 | BrokerB | LMT | 98 | null | null | Normal monitoring | -3 | -32 | 53 | 3 | false | Tighten stops on momentum names |
P9052 | Cautious | Taxable | USD | 2025-10-21 | 608,411 | 62,149 | 546,262 | 1 | 49.3 | 34.6 | 1.9 | 14.2 | GLD:14.9%;IEF:28.4%;AAPL:28.4%;BND:28.4% | US:70.5;EU:16.4;APAC:6.3;EM:5.0;Other:1.9 | Value:+0.4;Growth:+0.6;Quality:-0.3;Size:+0.2;Momentum:-0.9;LowVol:-0.8 | NoMargin | 10 | 35 | 4.9 | trailing 8% | 112 | 15.9 | Bull | 12.5 | 4.65 | 2.6 | 100 | 34 | 74 | 33 | false | Rebalance | Shift +1% to bonds from equity | -4 | 2 | BrokerC | LMT | 99 | null | null | Normal monitoring | 82 | -30 | 154 | 5 | false | Increase defensive factor exposure |
P9053 | Active | IRA | USD | 2025-10-17 | 2,334,485 | 216,810 | 2,117,675 | 1.15 | 59.1 | 24.5 | 9.5 | 6.8 | IEF:29.5%;VOO:19.1%;MSFT:29.5%;BRK.B:21.9% | US:73.0;EU:9.3;APAC:10.8;EM:6.2;Other:0.7 | Value:-0.2;Growth:+0.5;Quality:-0.1;Size:+0.7;Momentum:-0.9;LowVol:0.0 | MaxPos7% | 7 | 30 | 4.1 | trailing 9% | 213 | 25.3 | Volatile | 26 | 4.34 | 3.7 | 152 | -42 | 25 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 22 | -24 | BrokerB | MKT | 96 | VAR>budget | Hedge | Risk above budget threshold | 48 | -30 | 73 | 5 | false | Increase defensive factor exposure |
P9054 | Hands-off | Trust | USD | 2025-11-18 | 775,703 | 51,665 | 724,038 | 1 | 69.4 | 19.5 | 1.8 | 9.4 | MSFT:22.2%;BRK.B:19.1%;VOO:9.1%;XLF:22.2%;VTI:13.9%;GLD:13.5% | US:64.7;EU:14.6;APAC:10.0;EM:5.9;Other:4.7 | Value:-0.3;Growth:+0.5;Quality:-0.5;Size:+1.0;Momentum:0.0;LowVol:+0.8 | ESGOnly;MaxPos5% | 10 | 30 | 4.3 | hard 10% | 169 | 17.7 | Bear | 26.9 | 3.03 | 1.6 | 183 | -104 | 5 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | 9 | BrokerB | MKT | 94 | VAR>budget | Reduce | Risk above budget threshold | 46 | -35 | 161 | 3 | false | Tighten stops on momentum names |
P9055 | Systematic | 401k | USD | 2024-10-23 | 644,026 | 57,687 | 586,339 | 1 | 61.5 | 32.9 | 0 | 5.6 | MSFT:14.3%;HYG:11.1%;IEF:24.9%;AMZN:24.9%;VTI:24.9% | US:60.9;EU:14.4;APAC:11.0;EM:10.9;Other:2.9 | Value:-0.2;Growth:-0.1;Quality:-0.6;Size:-1.0;Momentum:-0.3;LowVol:-0.1 | MaxPos6% | 7 | 35 | 4 | trailing 9% | 145 | 27.3 | Volatile | 23.4 | 4.36 | 3 | 111 | 30 | 72 | 69 | false | Rebalance | Shift +1% to bonds from equity | -11 | -39 | BrokerD | VWAP | 95 | null | null | Normal monitoring | -7 | -31 | 110 | 3 | false | Tighten stops on momentum names |
P9056 | Active | Taxable | USD | 2025-02-28 | 2,276,433 | 248,666 | 2,027,767 | 1.07 | 58.8 | 21.4 | 14.7 | 5.2 | BND:33.3%;VOO:33.3%;BRK.B:33.3% | US:67.4;EU:16.3;APAC:10.9;EM:3.5;Other:2.0 | Value:+0.7;Growth:+0.4;Quality:-0.6;Size:+0.9;Momentum:0.0;LowVol:+0.8 | null | 10 | 30 | 5.1 | trailing 8% | 142 | 19 | Bull | 16.7 | 4.11 | 3.4 | 93 | 67 | 93 | 58 | false | Rebalance | Shift +1% to bonds from equity | 18 | -33 | BrokerB | MKT | 88 | null | null | Normal monitoring | 63 | 4 | 37 | 5 | false | Increase defensive factor exposure |
P9057 | Systematic | IRA | USD | 2025-09-04 | 775,960 | 63,869 | 712,091 | 1 | 58.3 | 22.3 | 13.6 | 5.7 | TSLA:33.3%;HYG:33.3%;MSFT:33.3% | US:60.0;EU:20.2;APAC:12.4;EM:6.8;Other:0.6 | Value:-0.7;Growth:+0.2;Quality:-0.9;Size:-0.4;Momentum:+0.4;LowVol:+0.2 | MaxPos6% | 10 | 30 | 5.3 | trailing 9% | 195 | 20.5 | Bull | 14.8 | 3.85 | 2.6 | 78 | 73 | 96 | 49 | false | Sell | Trim extended winner -1% | 21 | -1 | BrokerD | LMT | 85 | null | null | Normal monitoring | 20 | 2 | 97 | 3 | false | Within IPS guidelines |
P9058 | Hands-off | Taxable | USD | 2025-10-26 | 314,296 | 27,067 | 287,229 | 1 | 72.9 | 16.4 | 5.5 | 5.2 | VTI:16.9%;MSFT:22.1%;AAPL:18.4%;TSLA:20.4%;AMZN:22.1% | US:65.0;EU:13.4;APAC:8.5;EM:10.2;Other:2.9 | Value:-0.6;Growth:+0.4;Quality:+0.9;Size:-0.5;Momentum:+0.2;LowVol:-0.1 | ESGOnly;NoDerivatives | 6 | 30 | 5.2 | hard 10% | 106 | 16.4 | Bull | 17.4 | 4.96 | 3 | 112 | 98 | 87 | 61 | false | Rebalance | Shift +1% to bonds from equity | 34 | -32 | BrokerB | MKT | 97 | null | null | Normal monitoring | 3 | -40 | 122 | 3 | false | Tighten stops on momentum names |
P9059 | Systematic | Trust | USD | 2025-03-08 | 1,797,079 | 130,569 | 1,666,510 | 1 | 57 | 32.6 | 1.2 | 9.2 | TSLA:21.2%;VOO:21.2%;VTI:11.3%;HYG:15.2%;MSFT:9.8%;BND:21.2% | US:67.8;EU:16.0;APAC:11.7;EM:4.4;Other:0.1 | Value:-0.2;Growth:-0.7;Quality:-0.8;Size:+0.8;Momentum:-0.7;LowVol:+0.9 | null | 6 | 25 | 4.4 | trailing 9% | 156 | 27.1 | Bull | 14.5 | 4.68 | 2.9 | 99 | 118 | 100 | 44 | false | Sell | Trim extended winner -1% | 2 | 5 | BrokerA | VWAP | 100 | null | null | Normal monitoring | -4 | -57 | 82 | 3 | false | Tighten stops on momentum names |
P9060 | Hands-off | IRA | USD | 2024-09-06 | 703,516 | 36,847 | 666,669 | 1 | 73.6 | 16.3 | 2.1 | 8 | BND:19.5%;VNQ:21.9%;VTI:9.7%;BRK.B:18.3%;VOO:16.8%;QQQ:13.6% | US:70.8;EU:9.0;APAC:10.8;EM:5.6;Other:3.8 | Value:-0.2;Growth:+0.7;Quality:+0.4;Size:+0.9;Momentum:+0.3;LowVol:-0.6 | NoDerivatives | 10 | 35 | 5 | hard 10% | 127 | 16.6 | Bull | 16.2 | 4.58 | 3.4 | 97 | 83 | 100 | 65 | false | Sell | Trim extended winner -1% | 7 | 12 | BrokerA | LMT | 90 | null | null | Normal monitoring | 82 | 16 | 115 | 5 | false | Increase defensive factor exposure |
P9061 | Cautious | Roth | USD | 2025-03-11 | 526,531 | 56,377 | 470,154 | 1 | 43.1 | 30.5 | 12.2 | 14.2 | AAPL:33.3%;AMZN:33.3%;GLD:33.3% | US:61.5;EU:13.9;APAC:9.0;EM:13.2;Other:2.4 | Value:+0.1;Growth:-0.8;Quality:+0.4;Size:-0.5;Momentum:-0.9;LowVol:-0.4 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 3.6 | trailing 8% | 131 | 16.1 | Volatile | 23.1 | 5.24 | 3.3 | 160 | 61 | 80 | 60 | false | Buy | Add to core equity +1% | 20 | -31 | BrokerB | MKT | 86 | null | null | Normal monitoring | 56 | -60 | 178 | 4 | false | Tighten stops on momentum names |
P9062 | Active | Roth | USD | 2025-04-01 | 2,254,771 | 220,183 | 2,034,588 | 1 | 57.6 | 21.8 | 14.1 | 6.5 | IEF:27.6%;TSLA:22.7%;VOO:27.6%;GLD:22.0% | US:68.4;EU:10.4;APAC:12.7;EM:4.5;Other:4.0 | Value:+0.7;Growth:+0.3;Quality:-0.8;Size:-0.8;Momentum:-0.5;LowVol:-0.1 | null | 5 | 25 | 4.1 | trailing 8% | 150 | 25.1 | Bull | 16.8 | 3.56 | 2.7 | 76 | 22 | 65 | 43 | false | Rebalance | Shift +1% to bonds from equity | -14 | -5 | BrokerC | MKT | 98 | null | null | Normal monitoring | 35 | 5 | 147 | 5 | false | Increase defensive factor exposure |
P9063 | Systematic | 401k | USD | 2025-01-18 | 1,503,456 | 85,573 | 1,417,883 | 1 | 65.5 | 26.9 | 0 | 7.6 | HYG:25.0%;VTI:25.0%;VNQ:25.0%;MSFT:25.0% | US:67.3;EU:14.5;APAC:10.4;EM:4.4;Other:3.3 | Value:-0.8;Growth:+0.4;Quality:-0.2;Size:-0.6;Momentum:-0.3;LowVol:-0.5 | MaxPos8% | 10 | 35 | 5.9 | hard 12% | 128 | 19.4 | Volatile | 23.1 | 4.1 | 3.2 | 171 | -15 | 28 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 12 | -5 | BrokerB | LMT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 0 | 2 | 106 | 2 | false | Monitor dispersion and breadth |
P9064 | Active | Roth | USD | 2025-02-24 | 2,383,459 | 227,255 | 2,156,204 | 1 | 62.8 | 19.9 | 7.9 | 9.4 | QQQ:15.0%;XLF:20.3%;BND:22.2%;BRK.B:20.4%;AAPL:22.2% | US:65.9;EU:11.6;APAC:12.6;EM:9.9;Other:0.1 | Value:-0.4;Growth:+0.3;Quality:+0.3;Size:+0.3;Momentum:-1.0;LowVol:-0.1 | null | 7 | 25 | 4.5 | trailing 8% | 202 | 22.3 | Volatile | 24.2 | 4.2 | 3.7 | 145 | 73 | 78 | 70 | false | Sell | Trim extended winner -1% | 26 | 10 | BrokerC | VWAP | 98 | null | null | Normal monitoring | 9 | -6 | 120 | 4 | false | Increase defensive factor exposure |
P9065 | Hands-off | 401k | USD | 2025-05-24 | 346,936 | 32,606 | 314,330 | 1 | 62.9 | 22 | 8.8 | 6.4 | AAPL:26.9%;VOO:26.9%;IEF:26.9%;XLF:19.4% | US:73.9;EU:9.4;APAC:10.7;EM:3.2;Other:2.8 | Value:+0.1;Growth:-0.2;Quality:-0.8;Size:+0.2;Momentum:+0.3;LowVol:-0.4 | ESGOnly | 6 | 35 | 6 | trailing 8% | 111 | 18.8 | Bull | 17.1 | 4.89 | 3.2 | 108 | 19 | 59 | 48 | false | Rebalance | Shift +1% to bonds from equity | 22 | -36 | BrokerC | MKT | 87 | null | null | Normal monitoring | -36 | -42 | 35 | 3 | false | Tax-aware sells next window |
P9066 | Active | Taxable | USD | 2025-08-07 | 2,298,577 | 273,418 | 2,025,159 | 1.22 | 51.3 | 23.3 | 17.9 | 7.4 | IEF:27.1%;VNQ:27.1%;AAPL:27.1%;XLF:18.8% | US:57.8;EU:20.7;APAC:10.3;EM:10.1;Other:1.1 | Value:-0.0;Growth:-0.0;Quality:-0.9;Size:+0.8;Momentum:-0.5;LowVol:+0.7 | null | 5 | 30 | 4.1 | hard 12% | 157 | 16.1 | Bull | 13.6 | 3.64 | 2.2 | 71 | 36 | 62 | 36 | false | Buy | Add to core equity +1% | 3 | -5 | BrokerB | MKT | 86 | null | null | Normal monitoring | -34 | -35 | 80 | 3 | false | Monitor dispersion and breadth |
P9067 | Hands-off | Taxable | USD | 2024-08-15 | 637,067 | 40,395 | 596,672 | 1 | 63 | 27 | 1.6 | 8.3 | VNQ:33.3%;GLD:33.3%;QQQ:33.3% | US:64.6;EU:10.6;APAC:10.3;EM:10.1;Other:4.3 | Value:-0.9;Growth:-0.8;Quality:-0.6;Size:+0.7;Momentum:+0.6;LowVol:+0.5 | null | 7 | 30 | 5.4 | trailing 8% | 121 | 18 | Bull | 12.6 | 3.53 | 2.4 | 75 | 46 | 77 | 50 | false | Rebalance | Shift +1% to bonds from equity | 29 | 9 | BrokerC | MKT | 86 | null | null | Normal monitoring | -12 | -25 | 34 | 3 | false | Tax-aware sells next window |
P9068 | Active | 401k | USD | 2025-04-10 | 2,066,589 | 215,336 | 1,851,253 | 1 | 50.5 | 24 | 15.9 | 9.5 | BND:26.6%;IEF:26.6%;VTI:26.6%;AMZN:20.1% | US:68.6;EU:6.7;APAC:10.0;EM:14.6;Other:0.1 | Value:-0.7;Growth:-0.1;Quality:+1.0;Size:-0.9;Momentum:+0.7;LowVol:+0.9 | null | 6 | 30 | 5 | hard 12% | 129 | 19.3 | Bull | 17.3 | 4.21 | 3.4 | 93 | 13 | 63 | 49 | false | NoAction | Within bands; monitor | 27 | 10 | BrokerD | MKT | 0 | null | null | Normal monitoring | 81 | -2 | 80 | 4 | false | Monitor dispersion and breadth |
P9069 | Hands-off | Taxable | USD | 2024-08-28 | 699,218 | 50,500 | 648,718 | 1 | 63.5 | 18.2 | 11.1 | 7.2 | BRK.B:22.9%;HYG:22.9%;AAPL:17.7%;VTI:22.9%;MUB:13.7% | US:65.8;EU:11.4;APAC:11.1;EM:8.5;Other:3.2 | Value:-1.0;Growth:-0.4;Quality:-0.5;Size:-0.4;Momentum:-1.0;LowVol:+0.8 | MaxPos5% | 6 | 35 | 5.8 | trailing 10% | 164 | 15.1 | Volatile | 31.5 | 4.26 | 4.3 | 129 | -19 | 34 | 83 | true | Hedge | Buy index puts 1% notional | 12 | -28 | BrokerD | MKT | 97 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -26 | -36 | -65 | 2 | true | Increase defensive factor exposure |
P9070 | Active | Trust | USD | 2025-07-21 | 1,547,737 | 180,249 | 1,367,488 | 1.23 | 60.9 | 29.3 | 0.7 | 9.1 | BND:23.4%;VOO:13.0%;XLF:20.0%;VTI:20.2%;BRK.B:23.4% | US:63.9;EU:16.8;APAC:10.6;EM:8.0;Other:0.7 | Value:+0.8;Growth:-0.8;Quality:0.0;Size:-0.6;Momentum:+0.9;LowVol:+0.6 | null | 10 | 35 | 5 | trailing 8% | 197 | 20 | Bull | 16.7 | 4.41 | 2.9 | 79 | 57 | 71 | 51 | false | Hedge | Add TLT +1% as duration hedge | 28 | -15 | BrokerD | LMT | 90 | null | null | Normal monitoring | 11 | -28 | -1 | 4 | false | Increase defensive factor exposure |
P9071 | Systematic | 401k | USD | 2025-07-11 | 1,020,865 | 79,694 | 941,171 | 1 | 64.6 | 22.9 | 3.9 | 8.5 | QQQ:21.4%;AAPL:18.3%;MUB:21.4%;IEF:17.6%;HYG:21.4% | US:71.2;EU:6.2;APAC:11.3;EM:10.7;Other:0.6 | Value:+0.5;Growth:+0.8;Quality:+0.2;Size:-1.0;Momentum:-0.1;LowVol:+0.8 | NoDerivatives | 6 | 30 | 4.5 | hard 12% | 150 | 24.6 | Bear | 29.6 | 3.9 | 1.7 | 193 | 40 | 71 | 68 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | -10 | BrokerC | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 13 | 4 | 36 | 2 | false | Monitor dispersion and breadth |
P9072 | Active | 401k | USD | 2025-09-07 | 1,670,961 | 155,951 | 1,515,010 | 1 | 62.1 | 18.2 | 12.6 | 7.1 | TSLA:21.5%;MUB:19.1%;VNQ:21.5%;HYG:20.7%;VOO:17.3% | US:65.3;EU:10.1;APAC:11.5;EM:9.6;Other:3.6 | Value:-0.1;Growth:+0.7;Quality:+0.4;Size:-0.1;Momentum:+0.9;LowVol:+0.3 | MaxPos5%;NoDerivatives | 6 | 25 | 5.7 | trailing 8% | 206 | 24.5 | Volatile | 22.9 | 5.1 | 2.7 | 147 | 22 | 46 | 61 | false | Rebalance | Shift +1% to bonds from equity | 3 | 9 | BrokerB | MKT | 97 | null | null | Normal monitoring | 71 | -46 | 108 | 3 | false | Monitor dispersion and breadth |
P9073 | Hands-off | Taxable | USD | 2024-09-26 | 697,493 | 37,362 | 660,131 | 1 | 65.7 | 25.2 | 0 | 9.1 | VTI:33.3%;TLT:33.3%;TSLA:33.3% | US:70.3;EU:9.0;APAC:7.9;EM:8.1;Other:4.7 | Value:-0.3;Growth:+0.9;Quality:-0.9;Size:+0.9;Momentum:-0.8;LowVol:+1.0 | null | 6 | 30 | 5.4 | hard 10% | 115 | 16.3 | Bull | 13.6 | 4.96 | 3.4 | 106 | 13 | 52 | 41 | false | Rebalance | Shift +1% to bonds from equity | 26 | -37 | BrokerD | MKT | 93 | null | null | Normal monitoring | 118 | -6 | 129 | 4 | false | Tax-aware sells next window |
P9074 | Hands-off | IRA | USD | 2025-01-14 | 361,640 | 29,267 | 332,373 | 1 | 70.6 | 20.9 | 0 | 8.5 | MUB:35.2%;AMZN:35.2%;GLD:29.7% | US:63.0;EU:15.7;APAC:10.9;EM:9.8;Other:0.6 | Value:-0.3;Growth:+0.9;Quality:-0.9;Size:-0.1;Momentum:+0.3;LowVol:+0.8 | ESGOnly;MaxPos8% | 6 | 30 | 5.2 | hard 10% | 112 | 16.7 | Bull | 17.4 | 4.21 | 3 | 93 | 96 | 86 | 60 | true | Hedge | Buy index puts 1% notional | 0 | -38 | BrokerA | LMT | 89 | VAR>budget | Reduce | Risk above budget threshold | 98 | -28 | 66 | 5 | true | Tighten stops on momentum names |
P9075 | Cautious | IRA | USD | 2024-11-04 | 511,619 | 70,617 | 441,002 | 1 | 39.9 | 37.2 | 9.9 | 12.9 | BRK.B:33.3%;VOO:33.3%;BND:33.3% | US:61.2;EU:14.9;APAC:11.6;EM:10.8;Other:1.5 | Value:+0.7;Growth:-1.0;Quality:+0.8;Size:+0.4;Momentum:-0.8;LowVol:+0.4 | MaxPos8%;NoMargin | 10 | 25 | 5.4 | trailing 10% | 167 | 18.9 | Sideways | 18 | 4.19 | 2.5 | 136 | 54 | 92 | 46 | false | Sell | Trim extended winner -1% | -4 | -22 | BrokerB | LMT | 86 | null | null | Normal monitoring | 41 | -23 | 127 | 3 | false | Within IPS guidelines |
P9076 | Opportunistic | Trust | USD | 2024-12-20 | 754,192 | 47,463 | 706,729 | 1 | 62.5 | 20.4 | 10.7 | 6.5 | MUB:33.7%;TSLA:32.6%;TLT:33.7% | US:73.9;EU:15.4;APAC:5.0;EM:4.3;Other:1.4 | Value:+0.2;Growth:+0.8;Quality:0.0;Size:+0.9;Momentum:-0.1;LowVol:-0.6 | MaxPos8% | 5 | 25 | 5.2 | hard 12% | 224 | 32.5 | Sideways | 18.3 | 4.11 | 3.5 | 112 | -21 | 27 | 59 | false | Buy | Add to core equity +1% | -6 | -29 | BrokerB | MKT | 90 | null | null | Normal monitoring | 101 | 16 | 139 | 3 | false | Monitor dispersion and breadth |
P9077 | Opportunistic | Taxable | USD | 2025-06-15 | 529,792 | 43,847 | 485,945 | 1 | 61.4 | 22 | 7.7 | 8.8 | BRK.B:34.6%;HYG:30.8%;VTI:34.6% | US:65.4;EU:15.8;APAC:11.1;EM:5.3;Other:2.5 | Value:+0.9;Growth:-0.2;Quality:+0.8;Size:+0.5;Momentum:-1.0;LowVol:+0.5 | null | 8 | 30 | 6.7 | trailing 7% | 212 | 21.8 | Volatile | 30.5 | 5.07 | 3.9 | 172 | -58 | 36 | 75 | true | Hedge | Buy index puts 1% notional | 17 | 6 | BrokerB | LMT | 88 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -9 | -34 | 104 | 5 | false | Monitor dispersion and breadth |
P9078 | Cautious | Taxable | USD | 2025-08-04 | 251,852 | 36,811 | 215,041 | 1 | 53.4 | 35.4 | 0 | 11.2 | IEF:21.3%;HYG:21.3%;TSLA:8.4%;TLT:21.3%;MSFT:13.0%;XLF:14.8% | US:58.4;EU:11.6;APAC:15.3;EM:10.2;Other:4.4 | Value:+0.5;Growth:+0.8;Quality:-0.1;Size:+0.6;Momentum:-0.1;LowVol:+0.9 | NoMargin | 6 | 35 | 3.1 | hard 10% | 102 | 18.6 | Bull | 17 | 4.59 | 3.3 | 83 | 24 | 50 | 47 | false | NoAction | Within bands; monitor | 3 | 4 | BrokerD | LMT | 92 | null | null | Normal monitoring | 5 | 13 | 31 | 5 | false | Increase defensive factor exposure |
P9079 | Opportunistic | Taxable | USD | 2025-08-02 | 1,056,671 | 34,657 | 1,022,014 | 1 | 61.7 | 13.3 | 16.7 | 8.3 | MSFT:35.1%;GLD:35.1%;MUB:29.7% | US:63.1;EU:16.6;APAC:9.8;EM:8.1;Other:2.4 | Value:0.0;Growth:-0.0;Quality:+0.1;Size:-0.8;Momentum:-0.3;LowVol:+0.9 | NoDerivatives | 5 | 30 | 5.5 | trailing 9% | 275 | 27.2 | Volatile | 21.7 | 5.28 | 3.9 | 139 | -2 | 60 | 52 | false | Rebalance | Shift +1% to bonds from equity | 20 | 0 | BrokerA | MKT | 96 | null | null | Normal monitoring | -19 | -42 | 59 | 4 | false | Increase defensive factor exposure |
P9080 | Active | Taxable | USD | 2025-10-06 | 1,591,225 | 164,276 | 1,426,949 | 1 | 53.7 | 23.2 | 15.9 | 7.3 | GLD:33.3%;BND:33.3%;XLF:33.3% | US:64.0;EU:14.5;APAC:11.3;EM:8.1;Other:2.1 | Value:+0.4;Growth:-0.1;Quality:+1.0;Size:+0.6;Momentum:+0.9;LowVol:+0.2 | MaxPos7% | 5 | 35 | 5.6 | trailing 8% | 172 | 18.9 | Sideways | 20.1 | 4.54 | 2.3 | 108 | 12 | 57 | 53 | false | Sell | Trim extended winner -1% | -3 | 5 | BrokerD | LMT | 99 | null | null | Normal monitoring | -6 | -32 | -27 | 3 | false | Increase defensive factor exposure |
P9081 | Active | IRA | USD | 2025-02-19 | 999,113 | 90,426 | 908,687 | 1 | 57.3 | 18 | 16.4 | 8.3 | TLT:23.9%;TSLA:23.9%;BND:10.5%;VTI:22.8%;VNQ:18.9% | US:71.9;EU:18.6;APAC:5.1;EM:3.0;Other:1.4 | Value:-0.8;Growth:+0.8;Quality:0.0;Size:+0.4;Momentum:+0.3;LowVol:-0.4 | MaxPos5%;NoDerivatives | 10 | 25 | 5.3 | trailing 9% | 144 | 24.1 | Sideways | 21.7 | 4.32 | 2.8 | 140 | 30 | 61 | 56 | false | Rebalance | Shift +1% to bonds from equity | 19 | 2 | BrokerA | VWAP | 90 | null | null | Normal monitoring | 59 | -35 | 101 | 4 | false | Monitor dispersion and breadth |
P9082 | Opportunistic | IRA | USD | 2025-11-11 | 1,083,143 | 73,175 | 1,009,968 | 1 | 61.3 | 17.7 | 13 | 8 | BND:12.3%;GLD:10.8%;VOO:21.0%;BRK.B:20.4%;TLT:14.6%;HYG:21.0% | US:64.3;EU:17.9;APAC:10.7;EM:5.3;Other:1.8 | Value:-0.2;Growth:+0.2;Quality:+0.9;Size:-0.0;Momentum:-0.7;LowVol:-0.2 | NoDerivatives | 5 | 30 | 4.1 | hard 12% | 195 | 21.9 | Sideways | 18.1 | 4.71 | 3.4 | 99 | -16 | 37 | 54 | false | Buy | Add to core equity +1% | 33 | -32 | BrokerC | MKT | 100 | null | null | Normal monitoring | 81 | 0 | 221 | 4 | false | Tax-aware sells next window |
P9083 | Opportunistic | IRA | USD | 2025-10-18 | 852,814 | 67,395 | 785,419 | 1 | 67.5 | 16.7 | 9.8 | 6 | XLF:22.4%;VOO:20.3%;GLD:22.4%;BRK.B:13.6%;TLT:21.4% | US:68.0;EU:13.2;APAC:7.5;EM:9.9;Other:1.5 | Value:+0.2;Growth:-0.1;Quality:-0.5;Size:-0.4;Momentum:-0.7;LowVol:+0.7 | MaxPos8% | 10 | 35 | 4.8 | trailing 9% | 273 | 22.1 | Sideways | 14.1 | 4.39 | 3.1 | 97 | -3 | 40 | 54 | false | Rebalance | Shift +1% to bonds from equity | 19 | -18 | BrokerC | MKT | 99 | null | null | Normal monitoring | -35 | -24 | 43 | 3 | false | Within IPS guidelines |
P9084 | Active | 401k | USD | 2025-05-03 | 1,551,614 | 178,376 | 1,373,238 | 1 | 67.8 | 19 | 7.2 | 6 | TLT:22.2%;BRK.B:23.1%;MUB:27.4%;HYG:27.4% | US:68.2;EU:9.8;APAC:12.4;EM:6.0;Other:3.5 | Value:-0.8;Growth:-0.0;Quality:-0.3;Size:+1.0;Momentum:-0.1;LowVol:-0.3 | MaxPos8%;NoDerivatives | 6 | 30 | 4.9 | hard 12% | 226 | 27.6 | Bull | 14.4 | 3.83 | 2.3 | 113 | 70 | 83 | 56 | false | Rebalance | Shift +1% to bonds from equity | -4 | -16 | BrokerC | VWAP | 100 | null | null | Normal monitoring | -58 | -46 | -95 | 4 | false | Within IPS guidelines |
P9085 | Opportunistic | Roth | USD | 2024-10-13 | 1,061,398 | 88,399 | 972,999 | 1 | 61.2 | 20.2 | 13.3 | 5.2 | BND:22.8%;HYG:17.7%;QQQ:18.7%;AAPL:22.8%;MSFT:18.1% | US:59.6;EU:19.3;APAC:9.0;EM:11.7;Other:0.5 | Value:+0.3;Growth:+0.2;Quality:+0.2;Size:-0.2;Momentum:-0.0;LowVol:+0.5 | MaxPos8% | 7 | 35 | 4.5 | trailing 7% | 222 | 32.2 | Bull | 16.7 | 3.73 | 3.2 | 101 | 37 | 72 | 60 | false | Sell | Trim extended winner -1% | 31 | -1 | BrokerB | LMT | 94 | null | null | Normal monitoring | 67 | -14 | 126 | 3 | false | Increase defensive factor exposure |
P9086 | Opportunistic | Roth | USD | 2024-07-15 | 723,801 | 31,359 | 692,442 | 1 | 63.6 | 20.5 | 11.4 | 4.5 | BRK.B:19.7%;AMZN:9.8%;TSLA:20.4%;VTI:20.4%;BND:12.6%;VOO:17.1% | US:65.2;EU:11.7;APAC:11.8;EM:8.8;Other:2.5 | Value:+0.9;Growth:-0.3;Quality:+0.6;Size:-0.8;Momentum:+0.2;LowVol:-0.8 | null | 8 | 25 | 6.1 | trailing 7% | 217 | 34.1 | Sideways | 14.3 | 4.91 | 2.7 | 127 | -30 | 34 | 47 | false | Sell | Trim extended winner -1% | 7 | -27 | BrokerA | LMT | 98 | null | null | Normal monitoring | 35 | -27 | 83 | 4 | false | Within IPS guidelines |
P9087 | Cautious | Taxable | USD | 2025-08-09 | 731,355 | 92,233 | 639,122 | 1 | 46.8 | 30.5 | 12.3 | 10.4 | AAPL:33.3%;MUB:33.3%;VTI:33.3% | US:64.0;EU:12.9;APAC:14.0;EM:7.3;Other:1.7 | Value:-0.5;Growth:+0.9;Quality:+0.5;Size:-0.0;Momentum:-0.2;LowVol:0.0 | ESGOnly;MaxPos5%;NoMargin | 6 | 35 | 4.8 | trailing 10% | 94 | 18.4 | Bull | 11.2 | 4.25 | 2.3 | 101 | 25 | 66 | 22 | false | Buy | Add to core equity +1% | 3 | 11 | BrokerD | MKT | 92 | null | null | Normal monitoring | -1 | 14 | 122 | 3 | false | Tighten stops on momentum names |
P9088 | Cautious | 401k | USD | 2024-12-08 | 492,269 | 73,531 | 418,738 | 1 | 42.6 | 33.1 | 8.4 | 16 | MSFT:34.8%;TSLA:30.4%;AAPL:34.8% | US:66.8;EU:12.7;APAC:7.0;EM:11.3;Other:2.3 | Value:+0.8;Growth:+0.8;Quality:+0.2;Size:-0.7;Momentum:+0.1;LowVol:-0.4 | MaxPos5%;NoMargin | 10 | 25 | 3.4 | hard 10% | 161 | 17.1 | Bull | 13.3 | 4.33 | 2.5 | 71 | 108 | 100 | 40 | false | Rebalance | Shift +1% to bonds from equity | 1 | -28 | BrokerB | LMT | 87 | null | null | Normal monitoring | 38 | -44 | 22 | 3 | false | Within IPS guidelines |
P9089 | Hands-off | Roth | USD | 2025-07-26 | 754,769 | 39,613 | 715,156 | 1 | 60 | 16.7 | 13.7 | 9.5 | XLF:28.8%;TLT:28.8%;AAPL:28.8%;AMZN:13.6% | US:60.6;EU:13.7;APAC:15.7;EM:5.8;Other:4.2 | Value:+0.7;Growth:-0.2;Quality:0.0;Size:-0.2;Momentum:-0.3;LowVol:+0.7 | ESGOnly;MaxPos7% | 8 | 25 | 3.3 | hard 10% | 119 | 19.9 | Bull | 14 | 4.81 | 3 | 110 | 102 | 100 | 41 | false | Buy | Add to core equity +1% | 31 | -40 | BrokerC | MKT | 87 | null | null | Normal monitoring | 76 | -15 | 58 | 4 | false | Within IPS guidelines |
P9090 | Cautious | Taxable | USD | 2025-08-22 | 692,533 | 56,669 | 635,864 | 1 | 47 | 38.8 | 0 | 14.2 | BRK.B:15.0%;MUB:19.0%;TLT:20.1%;HYG:16.1%;GLD:11.3%;BND:18.4% | US:61.7;EU:17.5;APAC:12.9;EM:7.6;Other:0.3 | Value:-0.7;Growth:-0.4;Quality:+0.9;Size:-0.2;Momentum:-0.4;LowVol:-0.5 | NoMargin | 6 | 30 | 6 | trailing 8% | 136 | 18.6 | Bull | 14 | 4.83 | 2.7 | 106 | 7 | 62 | 27 | false | Buy | Add to core equity +1% | -12 | -35 | BrokerB | MKT | 91 | null | null | Normal monitoring | -40 | -4 | 34 | 5 | false | Monitor dispersion and breadth |
P9091 | Systematic | Roth | USD | 2025-06-03 | 1,412,765 | 58,620 | 1,354,145 | 1 | 65.2 | 23.2 | 4.3 | 7.2 | AAPL:35.7%;MUB:28.6%;AMZN:35.7% | US:77.8;EU:8.2;APAC:6.1;EM:3.7;Other:4.2 | Value:-0.5;Growth:+0.4;Quality:+0.8;Size:-0.9;Momentum:-0.0;LowVol:-0.3 | MaxPos7% | 6 | 30 | 5.9 | trailing 9% | 175 | 26 | Volatile | 29.3 | 3.86 | 3.4 | 149 | 62 | 70 | 81 | true | Hedge | Buy index puts 1% notional | 27 | -16 | BrokerB | MKT | 93 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 109 | -17 | 174 | 3 | false | Tax-aware sells next window |
P9092 | Hands-off | Trust | USD | 2025-06-14 | 583,686 | 47,036 | 536,650 | 1 | 60 | 19.9 | 10.7 | 9.5 | IEF:28.3%;AMZN:22.3%;BRK.B:21.2%;VNQ:28.3% | US:60.1;EU:16.5;APAC:11.5;EM:10.0;Other:1.9 | Value:-0.8;Growth:+0.1;Quality:-1.0;Size:+0.3;Momentum:+0.9;LowVol:-0.2 | ESGOnly;NoDerivatives | 10 | 25 | 3.9 | hard 10% | 154 | 17.1 | Bull | 14.1 | 3.63 | 3 | 72 | 63 | 96 | 44 | false | Rebalance | Shift +1% to bonds from equity | -3 | -27 | BrokerB | LMT | 90 | null | null | Normal monitoring | 28 | -20 | 24 | 4 | false | Increase defensive factor exposure |
P9093 | Hands-off | Taxable | USD | 2024-09-23 | 508,496 | 45,483 | 463,013 | 1 | 56.4 | 20 | 14.6 | 9 | BRK.B:33.3%;AMZN:33.3%;VOO:33.3% | US:72.0;EU:16.3;APAC:5.8;EM:4.4;Other:1.7 | Value:-0.8;Growth:-0.7;Quality:-0.6;Size:0.0;Momentum:-0.2;LowVol:-0.5 | ESGOnly | 10 | 35 | 4.1 | hard 10% | 137 | 19.4 | Sideways | 15 | 4.68 | 2.6 | 130 | -3 | 58 | 42 | false | Buy | Add to core equity +1% | 25 | -20 | BrokerD | LMT | 89 | null | null | Normal monitoring | -36 | -36 | -54 | 5 | false | Tax-aware sells next window |
P9094 | Active | Taxable | USD | 2024-10-20 | 934,980 | 94,021 | 840,959 | 1 | 52.9 | 26.3 | 15.6 | 5.1 | VTI:35.7%;AAPL:28.5%;GLD:35.7% | US:67.8;EU:9.7;APAC:14.3;EM:6.2;Other:2.0 | Value:+0.2;Growth:-0.1;Quality:+0.3;Size:-0.5;Momentum:-0.2;LowVol:-0.4 | MaxPos8%;NoDerivatives | 8 | 25 | 5.8 | trailing 9% | 197 | 25.1 | Volatile | 28.6 | 5.35 | 3 | 124 | 61 | 88 | 61 | false | Buy | Add to core equity +1% | 2 | 10 | BrokerB | LMT | 90 | null | null | Normal monitoring | -55 | -52 | 17 | 5 | false | Within IPS guidelines |
P9095 | Hands-off | Taxable | USD | 2025-03-29 | 636,281 | 30,166 | 606,115 | 1 | 67.9 | 23.1 | 0 | 9 | TSLA:31.0%;BND:31.0%;BRK.B:20.5%;VOO:17.6% | US:66.0;EU:8.4;APAC:12.8;EM:12.8;Other:0.1 | Value:-0.3;Growth:+0.8;Quality:+0.3;Size:+0.8;Momentum:-0.6;LowVol:-0.9 | ESGOnly;MaxPos5%;NoDerivatives | 8 | 30 | 3.3 | trailing 8% | 96 | 17.7 | Bull | 12.7 | 3.98 | 3.3 | 106 | 83 | 87 | 37 | false | Sell | Trim extended winner -1% | 25 | 8 | BrokerA | MKT | 87 | null | null | Normal monitoring | 5 | -7 | 81 | 4 | false | Increase defensive factor exposure |
P9096 | Cautious | IRA | USD | 2024-11-04 | 260,648 | 30,082 | 230,566 | 1 | 43.8 | 33.8 | 8.3 | 14.2 | MSFT:26.6%;BND:26.6%;QQQ:20.2%;AAPL:26.6% | US:63.9;EU:12.2;APAC:8.4;EM:12.1;Other:3.4 | Value:-0.8;Growth:-0.9;Quality:-0.0;Size:-0.1;Momentum:-0.9;LowVol:-0.5 | ESGOnly;NoMargin | 10 | 30 | 4.6 | trailing 8% | 99 | 19.1 | Sideways | 14.2 | 4.17 | 3.3 | 128 | 35 | 70 | 34 | false | Rebalance | Shift +1% to bonds from equity | 1 | -18 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 59 | -32 | 197 | 5 | false | Tighten stops on momentum names |
P9097 | Hands-off | 401k | USD | 2024-07-07 | 546,134 | 34,384 | 511,750 | 1 | 62.8 | 23.9 | 3.6 | 9.7 | GLD:24.0%;TLT:24.0%;TSLA:13.6%;AAPL:24.0%;XLF:14.4% | US:73.3;EU:13.2;APAC:6.2;EM:5.0;Other:2.3 | Value:-0.5;Growth:+0.1;Quality:+0.8;Size:+0.7;Momentum:-0.7;LowVol:-0.8 | ESGOnly;MaxPos8% | 7 | 35 | 5.7 | trailing 10% | 165 | 12.4 | Volatile | 23.8 | 4.58 | 4.4 | 124 | 61 | 73 | 66 | false | Rebalance | Shift +1% to bonds from equity | 30 | -12 | BrokerA | MKT | 100 | null | null | Normal monitoring | -5 | -15 | 6 | 3 | false | Tighten stops on momentum names |
P9098 | Hands-off | 401k | USD | 2025-07-22 | 277,446 | 13,492 | 263,954 | 1 | 60.7 | 26.8 | 6.2 | 6.3 | VNQ:20.4%;GLD:23.9%;HYG:8.0%;TLT:15.0%;QQQ:23.9%;BND:8.7% | US:62.9;EU:14.2;APAC:14.1;EM:4.3;Other:4.5 | Value:-0.9;Growth:+0.3;Quality:+0.7;Size:+0.8;Momentum:-0.2;LowVol:-0.7 | ESGOnly;MaxPos8%;NoDerivatives | 7 | 35 | 4.6 | trailing 8% | 137 | 14.2 | Bull | 14.9 | 3.61 | 3.2 | 119 | 35 | 56 | 56 | false | Buy | Add to core equity +1% | 32 | -5 | BrokerA | LMT | 86 | null | null | Normal monitoring | 34 | -42 | 92 | 3 | false | Within IPS guidelines |
P9099 | Hands-off | Roth | USD | 2025-08-28 | 503,738 | 28,644 | 475,094 | 1 | 71 | 23.5 | 0 | 5.5 | GLD:33.3%;VOO:33.3%;AMZN:33.3% | US:53.8;EU:20.4;APAC:10.5;EM:11.6;Other:3.6 | Value:+0.1;Growth:-0.2;Quality:-0.7;Size:+0.6;Momentum:+1.0;LowVol:+1.0 | ESGOnly | 8 | 25 | 5.3 | hard 10% | 152 | 13.9 | Volatile | 31.2 | 4.79 | 4.2 | 137 | 79 | 87 | 77 | true | Hedge | Buy index puts 1% notional | 34 | -14 | BrokerB | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | 58 | -17 | 112 | 2 | false | Tax-aware sells next window |
P9100 | Hands-off | IRA | USD | 2025-04-07 | 319,898 | 21,762 | 298,136 | 1 | 65.9 | 28 | 0 | 6.1 | TSLA:20.3%;BND:14.3%;MUB:13.7%;BRK.B:12.4%;QQQ:20.0%;MSFT:19.4% | US:59.0;EU:17.5;APAC:9.5;EM:9.7;Other:4.3 | Value:+0.7;Growth:+0.6;Quality:-1.0;Size:+0.3;Momentum:+0.5;LowVol:-0.2 | null | 6 | 35 | 5.6 | trailing 8% | 156 | 19.1 | Bear | 24.6 | 4.46 | 1.6 | 167 | -54 | 8 | 64 | false | Rebalance | Shift +1% to bonds from equity | 4 | -7 | BrokerC | LMT | 91 | null | null | Normal monitoring | 94 | 7 | 93 | 4 | false | Tax-aware sells next window |
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