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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9101 | Active | IRA | USD | 2025-09-14 | 1,156,693 | 97,929 | 1,058,764 | 1.17 | 64.5 | 21.5 | 9 | 5.1 | AAPL:33.3%;VOO:33.3%;XLF:33.3% | US:70.2;EU:15.4;APAC:10.5;EM:3.7;Other:0.2 | Value:-1.0;Growth:+0.2;Quality:-0.3;Size:-0.4;Momentum:-0.8;LowVol:0.0 | null | 6 | 30 | 4.6 | trailing 8% | 129 | 23.8 | Bull | 17.5 | 4.64 | 2.8 | 95 | 29 | 50 | 51 | false | Buy | Add to core equity +1% | -7 | -7 | BrokerC | LMT | 89 | null | null | Normal monitoring | 66 | -45 | 119 | 4 | false | Within IPS guidelines |
P9102 | Cautious | Taxable | USD | 2025-06-01 | 462,171 | 68,241 | 393,930 | 1 | 38.1 | 42.4 | 6.3 | 13.3 | AAPL:16.5%;TLT:17.0%;BRK.B:26.6%;MUB:26.6%;AMZN:13.2% | US:64.1;EU:16.0;APAC:11.9;EM:3.4;Other:4.6 | Value:+0.2;Growth:-0.2;Quality:+0.2;Size:+0.1;Momentum:+0.5;LowVol:+0.1 | NoDerivatives;NoMargin | 5 | 35 | 5.9 | hard 10% | 141 | 14.8 | Bear | 26.3 | 3.89 | 2.1 | 148 | -4 | 37 | 55 | false | Rebalance | Shift +1% to bonds from equity | 4 | 1 | BrokerC | MKT | 91 | null | null | Normal monitoring | -23 | -32 | -2 | 5 | false | Within IPS guidelines |
P9103 | Hands-off | Trust | USD | 2025-08-19 | 453,908 | 44,800 | 409,108 | 1 | 74.2 | 17.7 | 2.4 | 5.7 | AAPL:20.7%;XLF:13.2%;MSFT:20.7%;GLD:17.2%;BND:13.1%;IEF:15.1% | US:70.6;EU:8.2;APAC:7.6;EM:10.6;Other:2.9 | Value:-0.4;Growth:+0.5;Quality:+0.8;Size:+0.3;Momentum:+0.4;LowVol:+0.8 | null | 8 | 30 | 4 | hard 10% | 135 | 14.5 | Bull | 16.5 | 3.51 | 2.2 | 115 | 29 | 76 | 47 | false | Buy | Add to core equity +1% | 29 | -25 | BrokerA | MKT | 97 | null | null | Normal monitoring | 92 | 11 | 82 | 3 | false | Monitor dispersion and breadth |
P9104 | Systematic | Trust | USD | 2024-10-15 | 1,137,818 | 77,779 | 1,060,039 | 1 | 62 | 30.5 | 0 | 7.5 | MSFT:22.0%;QQQ:22.0%;TSLA:21.8%;VNQ:14.5%;IEF:10.4%;VOO:9.3% | US:62.9;EU:7.5;APAC:16.8;EM:8.2;Other:4.7 | Value:+0.5;Growth:-0.7;Quality:+0.1;Size:+0.7;Momentum:+0.3;LowVol:+0.1 | MaxPos6% | 7 | 25 | 5.1 | trailing 9% | 160 | 16.8 | Bull | 13.5 | 4.33 | 2.3 | 110 | 26 | 68 | 37 | false | Rebalance | Shift +1% to bonds from equity | 16 | -10 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 117 | 10 | 227 | 4 | false | Tax-aware sells next window |
P9105 | Systematic | 401k | USD | 2025-08-14 | 670,690 | 51,322 | 619,368 | 1 | 66.1 | 24.8 | 0 | 9.1 | TLT:16.1%;VNQ:14.6%;TSLA:16.8%;MUB:15.8%;XLF:16.8%;BND:19.9% | US:65.6;EU:13.6;APAC:12.8;EM:5.2;Other:2.8 | Value:-0.1;Growth:+0.8;Quality:-0.2;Size:-0.4;Momentum:-0.4;LowVol:-0.2 | MaxPos6% | 8 | 35 | 4.8 | trailing 8% | 167 | 25.5 | Bull | 12.2 | 4.08 | 3.5 | 98 | 17 | 52 | 46 | false | Sell | Trim extended winner -1% | 18 | 12 | BrokerA | MKT | 93 | null | null | Normal monitoring | 0 | -15 | 136 | 5 | false | Increase defensive factor exposure |
P9106 | Cautious | Taxable | USD | 2025-05-02 | 515,280 | 44,200 | 471,080 | 1 | 42.9 | 41.4 | 0 | 15.7 | AMZN:28.2%;TLT:28.2%;VNQ:28.2%;HYG:15.5% | US:69.2;EU:17.0;APAC:8.5;EM:3.3;Other:2.0 | Value:-1.0;Growth:-0.2;Quality:-0.1;Size:+0.1;Momentum:-0.9;LowVol:0.0 | ESGOnly;NoDerivatives;NoMargin | 5 | 25 | 4.8 | trailing 8% | 164 | 14.1 | Bull | 11.8 | 4.51 | 2.6 | 106 | 12 | 61 | 38 | true | Rebalance | Rebalance back to target bands | 13 | -3 | BrokerB | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 70 | -36 | 152 | 4 | false | Monitor dispersion and breadth |
P9107 | Active | Trust | USD | 2024-09-17 | 796,756 | 81,703 | 715,053 | 1 | 55.5 | 31.4 | 5.5 | 7.6 | VNQ:19.9%;QQQ:22.8%;BRK.B:22.8%;GLD:22.8%;TSLA:11.6% | US:71.6;EU:13.8;APAC:5.9;EM:6.6;Other:2.2 | Value:-0.5;Growth:-0.7;Quality:-0.1;Size:-0.4;Momentum:+0.5;LowVol:+0.9 | MaxPos7% | 10 | 25 | 5.8 | trailing 8% | 202 | 24.9 | Volatile | 27.3 | 3.52 | 4.3 | 169 | 24 | 69 | 67 | false | Rebalance | Shift +1% to bonds from equity | 4 | -4 | BrokerA | MKT | 87 | null | null | Normal monitoring | 45 | -53 | 55 | 5 | false | Within IPS guidelines |
P9108 | Hands-off | 401k | USD | 2025-10-19 | 340,718 | 21,434 | 319,284 | 1 | 68.9 | 21.6 | 4.1 | 5.4 | BND:21.0%;BRK.B:19.3%;AAPL:18.5%;MUB:19.5%;IEF:21.7% | US:65.6;EU:13.0;APAC:6.6;EM:10.1;Other:4.8 | Value:+0.2;Growth:+0.3;Quality:-0.9;Size:-0.5;Momentum:-0.8;LowVol:+0.1 | null | 8 | 35 | 3.3 | trailing 8% | 143 | 18.6 | Sideways | 21.5 | 4.72 | 2.6 | 134 | -7 | 35 | 69 | false | Buy | Add to core equity +1% | -11 | 8 | BrokerC | MKT | 93 | null | null | Normal monitoring | 40 | -3 | 171 | 5 | false | Monitor dispersion and breadth |
P9109 | Hands-off | Trust | USD | 2024-08-03 | 583,704 | 47,389 | 536,315 | 1 | 63.7 | 27.2 | 0 | 9.1 | MUB:9.4%;IEF:22.6%;MSFT:22.6%;QQQ:22.6%;XLF:22.6% | US:64.0;EU:16.4;APAC:13.5;EM:4.3;Other:1.8 | Value:+0.6;Growth:+0.9;Quality:+0.5;Size:-0.8;Momentum:-0.8;LowVol:-1.0 | ESGOnly;NoDerivatives | 10 | 30 | 3.3 | hard 10% | 169 | 14.1 | Volatile | 26.6 | 4.29 | 3 | 111 | 44 | 59 | 69 | false | Sell | Trim extended winner -1% | -4 | 13 | BrokerC | LMT | 87 | null | null | Normal monitoring | 0 | -4 | 114 | 4 | false | Increase defensive factor exposure |
P9110 | Systematic | 401k | USD | 2025-02-01 | 448,375 | 35,410 | 412,965 | 1 | 67.1 | 27.3 | 0 | 5.6 | MUB:33.3%;TLT:33.3%;AAPL:33.3% | US:75.7;EU:6.6;APAC:7.3;EM:5.7;Other:4.7 | Value:+0.7;Growth:-0.6;Quality:+1.0;Size:+0.4;Momentum:-1.0;LowVol:-0.5 | null | 7 | 30 | 5 | trailing 8% | 135 | 27.2 | Bull | 17.9 | 4.46 | 2.9 | 108 | 54 | 67 | 60 | false | Rebalance | Shift +1% to bonds from equity | 11 | 10 | BrokerB | LMT | 89 | null | null | Normal monitoring | 34 | -14 | 109 | 3 | false | Tighten stops on momentum names |
P9111 | Systematic | IRA | USD | 2024-11-05 | 1,666,365 | 148,777 | 1,517,588 | 1 | 56.7 | 20.3 | 15.4 | 7.7 | BND:34.2%;IEF:31.5%;HYG:34.2% | US:66.2;EU:11.7;APAC:9.2;EM:11.3;Other:1.6 | Value:-0.4;Growth:+0.6;Quality:-0.1;Size:+0.2;Momentum:-0.5;LowVol:-0.9 | NoDerivatives | 7 | 35 | 5.2 | trailing 8% | 224 | 26.5 | Bear | 26.3 | 3.49 | 1.8 | 188 | -41 | 16 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | -27 | BrokerA | MKT | 98 | VAR>budget | Reduce | Risk above budget threshold | -42 | -43 | -39 | 3 | false | Within IPS guidelines |
P9112 | Systematic | Roth | USD | 2025-05-29 | 1,908,870 | 160,421 | 1,748,449 | 1 | 61.5 | 21 | 9.9 | 7.5 | IEF:22.4%;AAPL:19.4%;QQQ:22.4%;TSLA:13.4%;TLT:22.4% | US:64.2;EU:14.0;APAC:13.5;EM:6.9;Other:1.4 | Value:-0.1;Growth:-0.0;Quality:-0.5;Size:-0.6;Momentum:-0.7;LowVol:+0.3 | MaxPos5% | 6 | 30 | 5.6 | trailing 9% | 171 | 23.8 | Bull | 13.7 | 3.84 | 3 | 99 | 58 | 94 | 41 | false | Rebalance | Shift +1% to bonds from equity | -10 | -39 | BrokerB | MKT | 91 | null | null | Normal monitoring | 71 | -11 | 92 | 4 | false | Increase defensive factor exposure |
P9113 | Hands-off | IRA | USD | 2024-09-03 | 438,881 | 18,938 | 419,943 | 1 | 61.2 | 17.9 | 12.7 | 8.2 | HYG:33.3%;GLD:33.3%;BRK.B:33.3% | US:58.3;EU:18.5;APAC:12.4;EM:7.1;Other:3.7 | Value:-0.2;Growth:-0.9;Quality:-0.2;Size:-0.5;Momentum:-0.5;LowVol:-1.0 | ESGOnly;MaxPos8% | 5 | 25 | 4.6 | hard 10% | 96 | 15.3 | Bull | 14.6 | 3.7 | 2.5 | 96 | 100 | 100 | 45 | false | Sell | Trim extended winner -1% | 34 | -31 | BrokerD | LMT | 92 | null | null | Normal monitoring | 78 | -59 | 144 | 3 | false | Tax-aware sells next window |
P9114 | Active | Trust | USD | 2025-05-04 | 2,105,512 | 150,636 | 1,954,876 | 1 | 63.5 | 27.8 | 0 | 8.7 | AAPL:33.3%;BND:33.3%;XLF:33.3% | US:65.4;EU:6.7;APAC:17.0;EM:8.1;Other:2.8 | Value:+0.8;Growth:+0.5;Quality:+0.1;Size:+0.3;Momentum:-0.2;LowVol:-0.8 | null | 5 | 30 | 4.5 | trailing 9% | 127 | 24.6 | Bear | 27 | 3.92 | 1.8 | 207 | 8 | 52 | 68 | false | Hedge | Add TLT +1% as duration hedge | -6 | 14 | BrokerA | MKT | 85 | null | null | Normal monitoring | 10 | -6 | -10 | 3 | false | Tax-aware sells next window |
P9115 | Active | Taxable | USD | 2025-03-31 | 837,857 | 89,314 | 748,543 | 1 | 62.4 | 29.1 | 0 | 8.5 | XLF:17.8%;BND:19.4%;GLD:13.8%;VOO:20.0%;HYG:19.1%;MSFT:9.9% | US:66.6;EU:8.0;APAC:11.3;EM:10.4;Other:3.7 | Value:-0.2;Growth:-0.1;Quality:+0.7;Size:+0.4;Momentum:+0.7;LowVol:+0.6 | MaxPos8% | 8 | 25 | 5.4 | hard 12% | 226 | 17 | Volatile | 20.3 | 4.61 | 4.1 | 166 | -25 | 23 | 49 | false | Rebalance | Shift +1% to bonds from equity | 12 | -1 | BrokerD | LMT | 89 | null | null | Normal monitoring | 18 | -10 | -2 | 5 | false | Tax-aware sells next window |
P9116 | Cautious | Trust | USD | 2024-08-11 | 535,604 | 52,390 | 483,214 | 1 | 45.8 | 36.2 | 4.9 | 13.2 | BRK.B:27.6%;GLD:27.6%;AAPL:27.6%;MUB:17.2% | US:69.3;EU:6.6;APAC:11.9;EM:11.3;Other:0.9 | Value:-0.9;Growth:+0.7;Quality:+0.9;Size:+0.4;Momentum:+0.3;LowVol:-0.9 | ESGOnly;NoDerivatives;NoMargin | 5 | 35 | 5.7 | trailing 8% | 109 | 14 | Volatile | 24.7 | 4.65 | 2.2 | 166 | 68 | 97 | 52 | false | Sell | Trim extended winner -1% | -2 | -13 | BrokerB | MKT | 93 | null | null | Normal monitoring | 112 | -25 | 103 | 5 | false | Monitor dispersion and breadth |
P9117 | Active | IRA | USD | 2025-01-15 | 1,453,740 | 134,592 | 1,319,148 | 1 | 62.3 | 20.6 | 11.2 | 5.9 | MSFT:12.9%;MUB:17.6%;XLF:16.1%;VTI:19.8%;GLD:20.4%;VNQ:13.2% | US:56.8;EU:20.2;APAC:11.9;EM:6.3;Other:4.9 | Value:+0.7;Growth:+1.0;Quality:-0.9;Size:+0.3;Momentum:+0.3;LowVol:-0.9 | null | 10 | 35 | 4.3 | trailing 8% | 187 | 26.1 | Volatile | 31.1 | 4.28 | 3 | 139 | 61 | 90 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | -34 | BrokerC | LMT | 96 | VAR>budget | Hedge | Risk above budget threshold | -57 | -31 | 9 | 2 | false | Tighten stops on momentum names |
P9118 | Cautious | Trust | USD | 2024-07-30 | 435,306 | 60,668 | 374,638 | 1 | 46.7 | 35.1 | 1.1 | 17.2 | GLD:33.3%;IEF:33.3%;QQQ:33.3% | US:74.4;EU:9.2;APAC:8.6;EM:3.5;Other:4.2 | Value:-0.5;Growth:-0.4;Quality:+0.4;Size:-0.5;Momentum:-0.2;LowVol:-1.0 | ESGOnly;MaxPos7%;NoMargin | 6 | 35 | 5.8 | trailing 8% | 163 | 14.2 | Bull | 16.6 | 4.85 | 3.2 | 75 | 6 | 45 | 51 | false | Buy | Add to core equity +1% | 13 | -7 | BrokerD | LMT | 92 | null | null | Normal monitoring | 17 | -15 | 68 | 4 | false | Monitor dispersion and breadth |
P9119 | Cautious | Roth | USD | 2025-03-07 | 423,214 | 55,905 | 367,309 | 1 | 46.4 | 41.4 | 0 | 12.2 | AMZN:38.7%;HYG:22.6%;TLT:38.7% | US:72.2;EU:6.8;APAC:6.6;EM:12.0;Other:2.4 | Value:-0.5;Growth:+0.1;Quality:+0.1;Size:+0.2;Momentum:+0.9;LowVol:-0.5 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 6 | 30 | 4 | trailing 8% | 135 | 19.2 | Bull | 17.6 | 4.23 | 2.7 | 82 | 65 | 78 | 48 | false | Buy | Add to core equity +1% | 7 | -8 | BrokerD | MKT | 86 | null | null | Normal monitoring | 63 | 16 | 75 | 3 | false | Within IPS guidelines |
P9120 | Systematic | IRA | USD | 2024-09-20 | 1,647,600 | 93,529 | 1,554,071 | 1 | 62.7 | 30.2 | 0 | 7.1 | MUB:33.3%;HYG:33.3%;BND:33.3% | US:69.4;EU:5.7;APAC:11.6;EM:8.7;Other:4.7 | Value:-0.7;Growth:-0.6;Quality:-0.7;Size:+0.7;Momentum:-1.0;LowVol:+0.5 | NoDerivatives | 10 | 30 | 5.1 | trailing 8% | 200 | 23.6 | Bear | 27.7 | 3.99 | 2.2 | 155 | 7 | 65 | 83 | true | Hedge | Buy index puts 1% notional | 5 | 12 | BrokerA | VWAP | 95 | VAR>budget | Hedge | Risk above budget threshold | 53 | -23 | 109 | 5 | false | Tax-aware sells next window |
P9121 | Opportunistic | IRA | USD | 2025-02-23 | 1,016,800 | 82,085 | 934,715 | 1.08 | 74 | 18.2 | 2.8 | 5 | VNQ:13.5%;BND:7.1%;XLF:11.8%;BRK.B:22.5%;QQQ:22.5%;TSLA:22.5% | US:69.4;EU:17.7;APAC:7.4;EM:4.4;Other:1.1 | Value:-0.0;Growth:+0.5;Quality:+0.6;Size:-0.3;Momentum:+0.3;LowVol:-0.1 | MaxPos8% | 7 | 25 | 4.4 | trailing 9% | 238 | 23.8 | Bull | 16.8 | 4.57 | 3.3 | 73 | 84 | 100 | 59 | false | Rebalance | Shift +1% to bonds from equity | -1 | 2 | BrokerA | MKT | 90 | null | null | Normal monitoring | 110 | -26 | 172 | 4 | false | Tax-aware sells next window |
P9122 | Cautious | IRA | USD | 2025-11-15 | 399,796 | 47,618 | 352,178 | 1 | 47.4 | 35.1 | 6.5 | 11.1 | TSLA:19.0%;QQQ:19.3%;BRK.B:18.3%;VTI:19.0%;AAPL:19.4%;IEF:5.1% | US:76.2;EU:8.1;APAC:8.1;EM:3.1;Other:4.4 | Value:+0.5;Growth:+0.1;Quality:-0.3;Size:-0.9;Momentum:-1.0;LowVol:-0.2 | NoDerivatives;NoMargin | 5 | 35 | 4.3 | trailing 8% | 147 | 14.3 | Sideways | 17.1 | 4.37 | 2.2 | 117 | 39 | 65 | 47 | false | NoAction | Within bands; monitor | 14 | -36 | BrokerA | MKT | 0 | null | null | Normal monitoring | 24 | -1 | -14 | 3 | false | Within IPS guidelines |
P9123 | Active | 401k | USD | 2024-10-05 | 1,031,129 | 111,202 | 919,927 | 1 | 52.9 | 19.1 | 20.4 | 7.6 | IEF:19.9%;MSFT:23.0%;BRK.B:21.8%;GLD:12.2%;HYG:23.0% | US:63.4;EU:15.8;APAC:9.9;EM:10.2;Other:0.8 | Value:-1.0;Growth:-0.5;Quality:-0.0;Size:-0.6;Momentum:-0.1;LowVol:-0.1 | MaxPos8%;NoDerivatives | 7 | 30 | 5.2 | trailing 9% | 164 | 27.6 | Volatile | 30.6 | 4.91 | 4.2 | 145 | -37 | 19 | 62 | false | NoAction | Within bands; monitor | 24 | 12 | BrokerA | MKT | 0 | null | null | Normal monitoring | 81 | -20 | 97 | 3 | false | Monitor dispersion and breadth |
P9124 | Opportunistic | 401k | USD | 2025-11-16 | 797,880 | 67,213 | 730,667 | 1.1 | 75.6 | 10.4 | 5.5 | 8.4 | QQQ:23.5%;HYG:20.8%;MUB:16.6%;TLT:15.7%;IEF:23.5% | US:64.4;EU:15.8;APAC:7.3;EM:8.8;Other:3.7 | Value:-1.0;Growth:-0.5;Quality:+1.0;Size:-0.3;Momentum:+0.3;LowVol:+0.7 | MaxPos6% | 7 | 25 | 5 | trailing 7% | 231 | 30.7 | Bull | 14.9 | 4.36 | 2.6 | 86 | 86 | 93 | 49 | false | Rebalance | Shift +1% to bonds from equity | -9 | 12 | BrokerC | MKT | 86 | null | null | Normal monitoring | 119 | 15 | 121 | 5 | false | Within IPS guidelines |
P9125 | Opportunistic | 401k | USD | 2025-12-11 | 1,543,454 | 126,356 | 1,417,098 | 1 | 72.7 | 20.5 | 0 | 6.8 | VOO:28.1%;AAPL:15.7%;QQQ:28.1%;VTI:28.1% | US:68.6;EU:13.8;APAC:13.7;EM:3.6;Other:0.3 | Value:-0.3;Growth:-0.5;Quality:+0.1;Size:+0.3;Momentum:-0.5;LowVol:-0.5 | NoDerivatives | 5 | 25 | 5.9 | trailing 7% | 198 | 31.2 | Bear | 23.8 | 3.61 | 1.1 | 140 | -85 | 14 | 66 | false | Hedge | Add TLT +1% as duration hedge | 17 | 11 | BrokerD | MKT | 89 | null | null | Normal monitoring | 86 | -5 | 78 | 3 | false | Increase defensive factor exposure |
P9126 | Systematic | IRA | USD | 2025-02-04 | 593,300 | 37,802 | 555,498 | 1 | 56.5 | 29.1 | 7.5 | 6.9 | XLF:15.1%;AAPL:23.0%;HYG:15.9%;VOO:23.0%;VNQ:23.0% | US:66.2;EU:17.3;APAC:11.8;EM:4.3;Other:0.4 | Value:+0.5;Growth:+0.6;Quality:+0.3;Size:-0.8;Momentum:+1.0;LowVol:-0.7 | null | 8 | 30 | 5 | trailing 9% | 186 | 17.1 | Volatile | 25.5 | 5.16 | 2.4 | 127 | 61 | 90 | 58 | false | Buy | Add to core equity +1% | 31 | 7 | BrokerC | MKT | 93 | null | null | Normal monitoring | -41 | -21 | -24 | 5 | false | Monitor dispersion and breadth |
P9127 | Active | Roth | USD | 2025-10-01 | 1,359,110 | 126,578 | 1,232,532 | 1 | 56.2 | 28.5 | 10.3 | 5 | BRK.B:16.1%;BND:28.0%;TSLA:28.0%;MSFT:28.0% | US:66.4;EU:13.1;APAC:8.4;EM:9.9;Other:2.2 | Value:-0.3;Growth:-0.5;Quality:+0.6;Size:+0.3;Momentum:-0.7;LowVol:+1.0 | MaxPos8%;NoDerivatives | 6 | 35 | 6 | trailing 8% | 163 | 23.7 | Volatile | 28 | 4.81 | 4.4 | 137 | -43 | 25 | 75 | true | Hedge | Buy index puts 1% notional | 27 | -6 | BrokerA | VWAP | 92 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 59 | -39 | 181 | 4 | true | Tax-aware sells next window |
P9128 | Hands-off | Taxable | USD | 2025-01-21 | 546,004 | 36,112 | 509,892 | 1 | 64.6 | 18.4 | 9.2 | 7.8 | AMZN:33.3%;BRK.B:33.3%;BND:33.3% | US:61.9;EU:18.4;APAC:7.0;EM:7.4;Other:5.2 | Value:+1.0;Growth:-0.8;Quality:+0.1;Size:+0.4;Momentum:+0.7;LowVol:+0.7 | MaxPos8%;NoDerivatives | 10 | 35 | 5.4 | trailing 8% | 117 | 16.3 | Volatile | 21.7 | 4.93 | 3.8 | 112 | 66 | 74 | 64 | false | Hedge | Add TLT +1% as duration hedge | 34 | -22 | BrokerD | LMT | 85 | null | null | Normal monitoring | 23 | -34 | -17 | 3 | false | Within IPS guidelines |
P9129 | Systematic | Roth | USD | 2024-10-07 | 910,313 | 77,719 | 832,594 | 1 | 65.5 | 25.5 | 0 | 9 | AMZN:34.7%;VOO:34.7%;BRK.B:30.6% | US:67.7;EU:11.7;APAC:8.4;EM:5.9;Other:6.3 | Value:-0.6;Growth:+0.6;Quality:+0.6;Size:+0.2;Momentum:-0.3;LowVol:+0.6 | MaxPos5%;NoDerivatives | 6 | 35 | 5.5 | trailing 8% | 178 | 21.9 | Sideways | 15.4 | 4.09 | 3 | 122 | -13 | 35 | 48 | false | NoAction | Within bands; monitor | -15 | -36 | BrokerA | LMT | 97 | null | null | Normal monitoring | 46 | -14 | 72 | 4 | false | Within IPS guidelines |
P9130 | Cautious | Taxable | USD | 2025-03-17 | 743,853 | 109,507 | 634,346 | 1 | 51.5 | 34.3 | 0 | 14.3 | MSFT:33.3%;XLF:33.3%;TLT:33.3% | US:58.9;EU:21.0;APAC:8.1;EM:11.1;Other:1.0 | Value:+0.7;Growth:+0.6;Quality:-0.8;Size:+0.3;Momentum:-0.2;LowVol:+0.2 | ESGOnly;NoMargin | 10 | 35 | 5.5 | trailing 8% | 95 | 12.6 | Volatile | 23.8 | 4.83 | 3.9 | 133 | 22 | 51 | 62 | false | Buy | Add to core equity +1% | 23 | 2 | BrokerB | MKT | 89 | null | null | Normal monitoring | 63 | 20 | 125 | 3 | false | Increase defensive factor exposure |
P9131 | Cautious | IRA | USD | 2024-12-15 | 330,599 | 36,261 | 294,338 | 1 | 50.7 | 30.7 | 3.9 | 14.8 | HYG:17.0%;TSLA:22.4%;AAPL:22.4%;MUB:18.2%;VOO:20.1% | US:71.6;EU:15.6;APAC:6.7;EM:5.0;Other:1.1 | Value:+0.5;Growth:-0.7;Quality:+0.6;Size:0.0;Momentum:-0.3;LowVol:-0.4 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 8 | 25 | 4.1 | trailing 8% | 118 | 16.6 | Sideways | 21.8 | 4.06 | 2 | 134 | -16 | 42 | 46 | false | Rebalance | Shift +1% to bonds from equity | -13 | -22 | BrokerB | LMT | 85 | null | null | Normal monitoring | 10 | -7 | 100 | 5 | false | Within IPS guidelines |
P9132 | Systematic | Trust | USD | 2024-09-12 | 1,393,499 | 120,923 | 1,272,576 | 1 | 69.5 | 23.2 | 0.9 | 6.4 | HYG:21.0%;VTI:9.7%;AAPL:19.9%;QQQ:16.8%;BRK.B:11.6%;IEF:21.0% | US:67.5;EU:8.3;APAC:12.8;EM:6.8;Other:4.6 | Value:+0.1;Growth:+0.1;Quality:-0.9;Size:-0.4;Momentum:-0.9;LowVol:+0.6 | NoDerivatives | 5 | 25 | 5.3 | hard 12% | 149 | 17.2 | Bear | 31.2 | 3.26 | 1.4 | 171 | 24 | 72 | 78 | true | Hedge | Buy index puts 1% notional | 21 | 4 | BrokerD | LMT | 86 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 101 | 0 | 61 | 4 | false | Monitor dispersion and breadth |
P9133 | Active | Roth | USD | 2025-05-24 | 1,864,706 | 222,924 | 1,641,782 | 1 | 54.6 | 18.9 | 16.5 | 10 | BRK.B:33.3%;HYG:33.3%;QQQ:33.3% | US:63.7;EU:8.3;APAC:13.2;EM:14.0;Other:0.8 | Value:-0.2;Growth:-0.7;Quality:-0.2;Size:+0.7;Momentum:+0.6;LowVol:+0.5 | null | 5 | 30 | 4.5 | hard 12% | 122 | 27.9 | Volatile | 23.2 | 4.7 | 2.3 | 161 | 10 | 44 | 60 | false | Hedge | Add TLT +1% as duration hedge | -10 | -7 | BrokerA | MKT | 97 | null | null | Normal monitoring | 43 | 2 | 133 | 5 | false | Increase defensive factor exposure |
P9134 | Cautious | Roth | USD | 2025-11-09 | 503,861 | 78,957 | 424,904 | 1 | 51.6 | 34.6 | 0 | 13.9 | QQQ:33.3%;AAPL:33.3%;VNQ:33.3% | US:75.4;EU:8.0;APAC:9.2;EM:5.0;Other:2.3 | Value:-0.8;Growth:-0.5;Quality:-0.6;Size:+1.0;Momentum:-0.2;LowVol:+0.2 | MaxPos5%;NoMargin | 8 | 35 | 5.5 | hard 10% | 115 | 17.1 | Bull | 16.5 | 4.76 | 2.3 | 82 | 78 | 86 | 51 | false | Rebalance | Shift +1% to bonds from equity | 35 | 13 | BrokerB | MKT | 87 | null | null | Normal monitoring | 68 | -17 | 106 | 3 | false | Increase defensive factor exposure |
P9135 | Systematic | Taxable | USD | 2025-03-13 | 1,038,463 | 96,406 | 942,057 | 1 | 58.5 | 30.8 | 1.9 | 8.8 | IEF:12.5%;VTI:20.9%;TSLA:13.6%;BND:20.9%;BRK.B:11.1%;MSFT:20.9% | US:56.5;EU:17.5;APAC:11.7;EM:10.7;Other:3.7 | Value:+0.2;Growth:-0.2;Quality:-0.8;Size:-1.0;Momentum:+0.7;LowVol:+0.2 | MaxPos8%;NoDerivatives | 7 | 25 | 5.5 | trailing 9% | 204 | 16.5 | Bear | 23.2 | 4.18 | 2.2 | 213 | -108 | 5 | 64 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | -37 | BrokerA | VWAP | 92 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -1 | -56 | 124 | 5 | false | Increase defensive factor exposure |
P9136 | Active | Taxable | USD | 2025-10-08 | 1,116,333 | 81,116 | 1,035,217 | 1.07 | 58.2 | 19.3 | 15.8 | 6.7 | BND:21.4%;AAPL:16.3%;MUB:10.1%;MSFT:16.1%;QQQ:21.4%;GLD:14.8% | US:61.5;EU:22.1;APAC:10.2;EM:4.0;Other:2.1 | Value:-0.4;Growth:+0.8;Quality:-0.2;Size:+0.1;Momentum:+0.3;LowVol:+0.2 | null | 6 | 25 | 5.2 | trailing 8% | 126 | 18.4 | Volatile | 28.8 | 3.93 | 4.3 | 153 | 7 | 49 | 71 | true | Hedge | Buy index puts 1% notional | 3 | 8 | BrokerB | MKT | 98 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 48 | -12 | 134 | 5 | false | Within IPS guidelines |
P9137 | Opportunistic | Taxable | USD | 2025-10-12 | 888,749 | 72,777 | 815,972 | 1.1 | 60.3 | 15.5 | 19.6 | 4.6 | GLD:20.5%;QQQ:20.4%;TLT:15.0%;AMZN:10.7%;IEF:20.5%;AAPL:12.9% | US:70.8;EU:14.5;APAC:6.4;EM:7.4;Other:1.0 | Value:-0.4;Growth:+0.4;Quality:+0.3;Size:+0.3;Momentum:+0.5;LowVol:-0.3 | null | 10 | 25 | 6.2 | hard 12% | 257 | 24.3 | Volatile | 20.7 | 3.84 | 3.3 | 131 | -28 | 37 | 63 | false | Buy | Add to core equity +1% | 30 | -37 | BrokerC | MKT | 89 | null | null | Normal monitoring | 56 | -13 | 55 | 3 | false | Tighten stops on momentum names |
P9138 | Systematic | Taxable | USD | 2025-08-11 | 1,240,168 | 95,530 | 1,144,638 | 1 | 56.8 | 33.1 | 3 | 7 | VNQ:17.5%;HYG:15.5%;QQQ:24.6%;BRK.B:24.6%;VTI:17.7% | US:62.0;EU:16.2;APAC:10.5;EM:9.9;Other:1.5 | Value:-1.0;Growth:+0.2;Quality:+0.4;Size:-1.0;Momentum:+0.1;LowVol:-0.2 | NoDerivatives | 10 | 30 | 5.4 | trailing 9% | 164 | 20.1 | Volatile | 21.9 | 3.99 | 2.3 | 175 | -14 | 30 | 58 | false | NoAction | Within bands; monitor | 11 | -33 | BrokerB | LMT | 90 | null | null | Normal monitoring | 98 | -44 | 130 | 3 | false | Tax-aware sells next window |
P9139 | Cautious | IRA | USD | 2024-09-15 | 339,047 | 42,596 | 296,451 | 1 | 38.2 | 35.3 | 9 | 17.6 | AAPL:33.3%;MUB:33.3%;AMZN:33.3% | US:67.2;EU:8.7;APAC:6.9;EM:15.6;Other:1.6 | Value:+0.9;Growth:-1.0;Quality:+0.4;Size:+0.4;Momentum:+0.8;LowVol:+0.1 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 6 | 30 | 4.5 | trailing 8% | 163 | 13.9 | Volatile | 28 | 3.8 | 3.1 | 126 | 27 | 63 | 55 | false | NoAction | Within bands; monitor | 21 | 6 | BrokerD | MKT | 0 | null | null | Normal monitoring | 41 | -12 | 112 | 5 | false | Monitor dispersion and breadth |
P9140 | Hands-off | Roth | USD | 2025-07-25 | 803,733 | 68,210 | 735,523 | 1 | 67.8 | 24 | 0 | 8.2 | VTI:24.6%;AAPL:26.4%;GLD:22.7%;VOO:26.4% | US:72.5;EU:9.5;APAC:9.5;EM:7.4;Other:1.2 | Value:+0.5;Growth:+0.8;Quality:+0.6;Size:-0.3;Momentum:+0.3;LowVol:-0.1 | null | 10 | 25 | 4 | trailing 8% | 140 | 14.7 | Bear | 34.4 | 4.46 | 2.5 | 183 | -52 | 25 | 99 | true | Hedge | Buy index puts 1% notional | 8 | 10 | BrokerD | LMT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 80 | -35 | 185 | 5 | false | Tighten stops on momentum names |
P9141 | Systematic | Trust | USD | 2024-07-28 | 981,540 | 47,728 | 933,812 | 1 | 58.1 | 32.3 | 4.5 | 5.2 | HYG:7.9%;VNQ:20.9%;VTI:20.2%;BRK.B:20.5%;MSFT:20.0%;TLT:10.6% | US:65.4;EU:10.9;APAC:12.2;EM:9.6;Other:1.8 | Value:+0.6;Growth:-0.2;Quality:+1.0;Size:+0.1;Momentum:-1.0;LowVol:-0.2 | null | 8 | 30 | 4.1 | trailing 8% | 217 | 21.5 | Volatile | 28.3 | 4.76 | 3.6 | 122 | -41 | 44 | 81 | true | Hedge | Buy index puts 1% notional | -2 | 0 | BrokerB | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | -58 | -39 | -31 | 2 | false | Increase defensive factor exposure |
P9142 | Active | Roth | USD | 2024-09-17 | 615,194 | 48,299 | 566,895 | 1 | 53.8 | 19.3 | 20.4 | 6.4 | VTI:9.5%;GLD:23.4%;VNQ:9.8%;HYG:23.4%;MUB:23.4%;QQQ:10.5% | US:63.1;EU:9.5;APAC:13.1;EM:11.8;Other:2.5 | Value:-0.1;Growth:+0.2;Quality:+0.2;Size:-0.5;Momentum:+0.4;LowVol:-0.9 | NoDerivatives | 5 | 30 | 4.7 | trailing 9% | 200 | 25.6 | Bull | 16.5 | 4.23 | 2.3 | 98 | 69 | 83 | 47 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -40 | BrokerD | MKT | 92 | VAR>budget | Hedge | Risk above budget threshold | 78 | -28 | 208 | 3 | false | Within IPS guidelines |
P9143 | Opportunistic | IRA | USD | 2025-05-11 | 881,119 | 59,241 | 821,878 | 1 | 66.8 | 18.8 | 8.2 | 6.3 | TLT:33.3%;MUB:33.3%;GLD:33.3% | US:73.0;EU:10.6;APAC:11.6;EM:3.5;Other:1.3 | Value:+0.2;Growth:-0.6;Quality:+0.5;Size:-0.4;Momentum:+0.2;LowVol:-0.2 | MaxPos7% | 10 | 25 | 5 | trailing 7% | 177 | 30.5 | Bull | 13.3 | 4.52 | 2.6 | 116 | 72 | 99 | 50 | false | Hedge | Add TLT +1% as duration hedge | 5 | -19 | BrokerB | VWAP | 93 | null | null | Normal monitoring | 113 | -41 | 188 | 4 | false | Monitor dispersion and breadth |
P9144 | Opportunistic | Roth | USD | 2025-07-10 | 1,413,088 | 92,262 | 1,320,826 | 1.23 | 76.5 | 15.6 | 2.8 | 5.1 | HYG:12.9%;XLF:18.3%;BRK.B:22.4%;TSLA:7.9%;MUB:16.0%;GLD:22.4% | US:66.2;EU:19.4;APAC:5.7;EM:5.1;Other:3.7 | Value:-0.6;Growth:-0.0;Quality:-0.3;Size:+0.7;Momentum:+1.0;LowVol:-0.1 | NoDerivatives | 10 | 35 | 6.5 | trailing 7% | 213 | 26.4 | Bull | 11.4 | 3.66 | 2.1 | 81 | 4 | 42 | 44 | false | Buy | Add to core equity +1% | -5 | -17 | BrokerD | LMT | 99 | null | null | Normal monitoring | 113 | 15 | 102 | 5 | false | Tighten stops on momentum names |
P9145 | Cautious | Taxable | USD | 2024-10-13 | 856,281 | 75,236 | 781,045 | 1 | 41.1 | 30.6 | 11.8 | 16.4 | QQQ:27.4%;MSFT:21.0%;VNQ:27.4%;IEF:24.2% | US:67.8;EU:7.3;APAC:13.9;EM:10.0;Other:1.0 | Value:-0.5;Growth:+0.1;Quality:+0.3;Size:0.0;Momentum:-0.4;LowVol:+0.1 | NoMargin | 6 | 35 | 3.7 | trailing 10% | 122 | 17.8 | Sideways | 21.5 | 4.99 | 2.3 | 91 | -27 | 48 | 56 | false | Hedge | Add TLT +1% as duration hedge | -2 | -6 | BrokerC | MKT | 90 | null | null | Normal monitoring | 94 | -22 | 210 | 3 | false | Tax-aware sells next window |
P9146 | Active | Taxable | USD | 2024-09-11 | 1,730,403 | 185,446 | 1,544,957 | 1 | 63.4 | 26.9 | 3.5 | 6.2 | QQQ:16.8%;BRK.B:22.5%;XLF:22.5%;MSFT:15.8%;VTI:22.5% | US:62.6;EU:15.3;APAC:10.5;EM:8.1;Other:3.4 | Value:+0.2;Growth:+0.1;Quality:+0.2;Size:+0.4;Momentum:-0.7;LowVol:-0.9 | null | 8 | 30 | 4.1 | trailing 9% | 129 | 27.5 | Bull | 16.4 | 4.66 | 2.6 | 82 | 34 | 70 | 49 | false | Buy | Add to core equity +1% | 14 | -34 | BrokerB | MKT | 90 | null | null | Normal monitoring | 81 | -32 | 189 | 3 | false | Tighten stops on momentum names |
P9147 | Systematic | 401k | USD | 2025-10-30 | 1,270,260 | 99,514 | 1,170,746 | 1 | 65.2 | 28.1 | 0 | 6.7 | AAPL:27.1%;BND:19.3%;MSFT:26.5%;MUB:27.1% | US:62.8;EU:17.1;APAC:7.5;EM:8.7;Other:3.8 | Value:-0.5;Growth:-0.1;Quality:+0.1;Size:-0.3;Momentum:+0.5;LowVol:+0.5 | NoDerivatives | 5 | 25 | 4.4 | trailing 9% | 148 | 16.2 | Bull | 16.8 | 3.69 | 2.9 | 71 | 55 | 73 | 53 | false | Buy | Add to core equity +1% | -12 | -1 | BrokerC | MKT | 92 | null | null | Normal monitoring | 83 | -53 | 145 | 3 | false | Within IPS guidelines |
P9148 | Hands-off | 401k | USD | 2024-08-04 | 228,925 | 14,354 | 214,571 | 1 | 69.7 | 18 | 3.2 | 9 | VTI:15.5%;MSFT:28.2%;MUB:28.2%;TLT:28.2% | US:65.8;EU:10.5;APAC:10.2;EM:9.3;Other:4.2 | Value:-0.1;Growth:-0.9;Quality:0.0;Size:+0.2;Momentum:-0.7;LowVol:0.0 | MaxPos5%;NoDerivatives | 5 | 35 | 3.2 | trailing 10% | 108 | 14.1 | Sideways | 19.1 | 4.55 | 3.3 | 119 | -13 | 36 | 53 | true | Hedge | Buy index puts 1% notional | 5 | -28 | BrokerA | VWAP | 85 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 66 | -1 | 140 | 5 | false | Tax-aware sells next window |
P9149 | Cautious | Roth | USD | 2025-09-22 | 392,056 | 36,018 | 356,038 | 1 | 45.8 | 39.6 | 0 | 14.6 | VOO:19.7%;MSFT:28.0%;QQQ:28.0%;IEF:24.4% | US:74.0;EU:5.9;APAC:11.3;EM:4.7;Other:4.1 | Value:-0.5;Growth:-0.7;Quality:-1.0;Size:+0.7;Momentum:-0.2;LowVol:-0.7 | ESGOnly;MaxPos7%;NoDerivatives;NoMargin | 5 | 35 | 4.8 | hard 10% | 169 | 18.7 | Sideways | 14.6 | 3.65 | 3.1 | 128 | 25 | 64 | 43 | false | Rebalance | Shift +1% to bonds from equity | 30 | 6 | BrokerD | MKT | 93 | null | null | Normal monitoring | 35 | -47 | 106 | 4 | false | Increase defensive factor exposure |
P9150 | Cautious | Trust | USD | 2025-03-23 | 850,003 | 89,168 | 760,835 | 1 | 40.4 | 36.9 | 10.4 | 12.4 | VOO:25.7%;GLD:25.7%;XLF:25.7%;AMZN:10.5%;TLT:12.5% | US:65.1;EU:16.9;APAC:6.1;EM:8.0;Other:3.9 | Value:+0.1;Growth:+0.2;Quality:-0.8;Size:0.0;Momentum:+0.3;LowVol:+0.1 | NoDerivatives;NoMargin | 5 | 35 | 3.5 | trailing 8% | 90 | 19.2 | Sideways | 17.4 | 4.11 | 2.4 | 116 | 47 | 87 | 35 | false | Rebalance | Shift +1% to bonds from equity | -10 | 4 | BrokerC | LMT | 96 | null | null | Normal monitoring | -21 | -6 | 63 | 3 | false | Within IPS guidelines |
P9151 | Cautious | Taxable | USD | 2025-12-02 | 747,071 | 108,106 | 638,965 | 1 | 36.1 | 32.9 | 16.2 | 14.8 | MSFT:19.3%;HYG:21.5%;TLT:15.3%;XLF:20.5%;AAPL:8.4%;TSLA:15.0% | US:58.1;EU:12.8;APAC:16.0;EM:12.1;Other:1.1 | Value:-0.7;Growth:+0.9;Quality:+0.4;Size:-0.9;Momentum:-0.7;LowVol:0.0 | ESGOnly;MaxPos8%;NoMargin | 6 | 30 | 4.1 | hard 10% | 102 | 13.2 | Bear | 26.8 | 3.05 | 1.4 | 160 | 18 | 52 | 60 | false | Sell | Trim extended winner -1% | 14 | -15 | BrokerA | MKT | 99 | null | null | Normal monitoring | -46 | -50 | 67 | 4 | false | Increase defensive factor exposure |
P9152 | Opportunistic | 401k | USD | 2025-02-07 | 322,807 | 13,779 | 309,028 | 1.09 | 70.1 | 16.5 | 5.5 | 7.9 | VOO:12.0%;BND:24.4%;TLT:21.8%;AMZN:17.5%;GLD:24.4% | US:68.5;EU:8.5;APAC:13.7;EM:6.9;Other:2.5 | Value:+0.8;Growth:-0.7;Quality:+0.8;Size:+0.8;Momentum:+0.6;LowVol:-0.9 | MaxPos6%;NoDerivatives | 5 | 35 | 4.3 | hard 12% | 219 | 23.9 | Sideways | 17.6 | 4.05 | 3.3 | 116 | -6 | 53 | 49 | false | NoAction | Within bands; monitor | 22 | 3 | BrokerA | LMT | 97 | null | null | Normal monitoring | 80 | 11 | 102 | 3 | false | Within IPS guidelines |
P9153 | Active | Trust | USD | 2025-02-12 | 1,809,636 | 214,415 | 1,595,221 | 1 | 55.1 | 30.5 | 7.9 | 6.5 | GLD:21.3%;QQQ:13.1%;BRK.B:8.0%;AMZN:21.3%;MSFT:21.2%;AAPL:15.2% | US:60.8;EU:21.1;APAC:7.5;EM:6.4;Other:4.2 | Value:-0.6;Growth:+0.8;Quality:-0.8;Size:+0.8;Momentum:+0.7;LowVol:+0.7 | MaxPos7%;NoDerivatives | 8 | 25 | 4.7 | trailing 8% | 188 | 20.4 | Bear | 28.5 | 4.42 | 2.5 | 140 | -33 | 45 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | 2 | BrokerC | MKT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 12 | -57 | 70 | 4 | false | Increase defensive factor exposure |
P9154 | Active | Roth | USD | 2025-01-12 | 756,982 | 70,878 | 686,104 | 1 | 66.3 | 19.8 | 7 | 6.9 | AAPL:27.8%;XLF:27.8%;VTI:26.2%;AMZN:18.1% | US:66.9;EU:15.0;APAC:8.7;EM:7.8;Other:1.6 | Value:+0.2;Growth:-0.8;Quality:+0.7;Size:+0.2;Momentum:+0.5;LowVol:+0.2 | MaxPos5%;NoDerivatives | 7 | 30 | 4.9 | hard 12% | 144 | 18.8 | Bear | 31 | 3.18 | 1.5 | 211 | -60 | 5 | 89 | true | Rebalance | Rebalance back to target bands | -5 | -31 | BrokerA | MKT | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 25 | -56 | 70 | 3 | false | Monitor dispersion and breadth |
P9155 | Active | Taxable | USD | 2024-08-11 | 1,200,720 | 108,336 | 1,092,384 | 1 | 56.7 | 20.9 | 16.4 | 6 | VTI:24.6%;TLT:37.7%;VOO:37.7% | US:68.4;EU:10.2;APAC:11.0;EM:6.6;Other:3.8 | Value:-0.2;Growth:-0.1;Quality:+0.5;Size:-0.4;Momentum:+0.2;LowVol:-0.9 | NoDerivatives | 6 | 25 | 4.6 | trailing 9% | 228 | 18.4 | Sideways | 17.1 | 3.95 | 2.6 | 90 | -22 | 46 | 40 | false | Rebalance | Shift +1% to bonds from equity | 0 | -23 | BrokerB | LMT | 96 | null | null | Normal monitoring | -14 | -22 | -52 | 5 | false | Tighten stops on momentum names |
P9156 | Opportunistic | 401k | USD | 2025-12-06 | 468,780 | 36,137 | 432,643 | 1.23 | 67.1 | 11.6 | 16.5 | 4.8 | QQQ:18.3%;BND:21.3%;IEF:14.6%;BRK.B:20.3%;VTI:8.5%;XLF:16.9% | US:67.7;EU:13.0;APAC:8.7;EM:9.3;Other:1.3 | Value:+0.4;Growth:-0.4;Quality:+0.3;Size:-0.8;Momentum:+1.0;LowVol:-0.4 | null | 10 | 30 | 5.5 | trailing 9% | 227 | 26.4 | Sideways | 18 | 3.99 | 2.6 | 127 | -5 | 62 | 56 | false | Rebalance | Shift +1% to bonds from equity | 35 | -22 | BrokerB | VWAP | 95 | null | null | Normal monitoring | 79 | -18 | 167 | 4 | false | Tighten stops on momentum names |
P9157 | Hands-off | IRA | USD | 2024-09-10 | 786,504 | 49,264 | 737,240 | 1 | 59.4 | 29.3 | 5.4 | 5.9 | QQQ:33.3%;VNQ:33.3%;VOO:33.3% | US:78.1;EU:7.7;APAC:6.5;EM:6.4;Other:1.4 | Value:+0.1;Growth:-0.6;Quality:+0.6;Size:-0.9;Momentum:-0.7;LowVol:+0.2 | NoDerivatives | 7 | 30 | 4.6 | trailing 10% | 142 | 18.1 | Bull | 13.8 | 3.74 | 3.5 | 118 | 68 | 71 | 51 | false | Rebalance | Shift +1% to bonds from equity | 25 | -6 | BrokerB | MKT | 100 | null | null | Normal monitoring | 79 | -31 | 189 | 4 | false | Tighten stops on momentum names |
P9158 | Active | Roth | USD | 2025-02-08 | 1,629,154 | 105,814 | 1,523,340 | 1 | 54.5 | 29.5 | 6.2 | 9.8 | XLF:15.6%;HYG:22.6%;IEF:23.3%;GLD:23.3%;AAPL:15.2% | US:58.6;EU:15.2;APAC:15.5;EM:6.6;Other:4.1 | Value:-0.5;Growth:-0.8;Quality:+0.2;Size:-0.4;Momentum:-0.7;LowVol:+0.2 | null | 8 | 35 | 5.3 | hard 12% | 171 | 19.1 | Bear | 26.3 | 4.34 | 2.5 | 204 | 1 | 64 | 67 | false | Hedge | Add TLT +1% as duration hedge | 32 | -16 | BrokerD | MKT | 86 | null | null | Normal monitoring | 27 | 18 | 77 | 3 | false | Tighten stops on momentum names |
P9159 | Hands-off | 401k | USD | 2024-11-14 | 609,570 | 36,941 | 572,629 | 1 | 67.5 | 23.2 | 0 | 9.2 | HYG:25.0%;TLT:25.0%;VTI:25.0%;VNQ:25.0% | US:75.3;EU:6.2;APAC:9.3;EM:8.9;Other:0.3 | Value:+0.7;Growth:+0.4;Quality:+0.3;Size:+0.9;Momentum:+0.2;LowVol:-0.2 | ESGOnly | 7 | 35 | 3.4 | trailing 10% | 151 | 16.8 | Bull | 13.2 | 3.66 | 2.7 | 109 | 11 | 67 | 54 | false | NoAction | Within bands; monitor | 11 | 7 | BrokerA | VWAP | 100 | null | null | Normal monitoring | -27 | 9 | -32 | 5 | false | Tax-aware sells next window |
P9160 | Opportunistic | Roth | USD | 2024-09-04 | 653,453 | 24,226 | 629,227 | 1.14 | 65.9 | 14.2 | 11.2 | 8.7 | IEF:11.0%;TLT:12.7%;AMZN:12.0%;QQQ:24.8%;AAPL:23.2%;VOO:16.2% | US:60.3;EU:19.1;APAC:6.7;EM:10.2;Other:3.8 | Value:-0.7;Growth:-1.0;Quality:-0.5;Size:-0.9;Momentum:-0.3;LowVol:-0.3 | MaxPos7% | 7 | 35 | 5.4 | trailing 7% | 265 | 27 | Volatile | 31.8 | 5.38 | 2.7 | 131 | -51 | 27 | 79 | true | Rebalance | Rebalance back to target bands | 3 | 4 | BrokerA | MKT | 100 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -15 | -5 | -35 | 3 | false | Monitor dispersion and breadth |
P9161 | Hands-off | Taxable | USD | 2025-10-13 | 340,936 | 23,825 | 317,111 | 1 | 58.2 | 25.2 | 6.9 | 9.6 | QQQ:29.2%;AAPL:35.4%;TSLA:35.4% | US:59.6;EU:16.8;APAC:13.5;EM:8.4;Other:1.7 | Value:-0.1;Growth:+0.6;Quality:0.0;Size:+0.4;Momentum:0.0;LowVol:+0.1 | NoDerivatives | 7 | 30 | 3.7 | trailing 8% | 91 | 16 | Sideways | 15.7 | 3.9 | 3 | 122 | 25 | 50 | 41 | false | NoAction | Within bands; monitor | 29 | -8 | BrokerD | LMT | 91 | null | null | Normal monitoring | 55 | -51 | 79 | 4 | false | Monitor dispersion and breadth |
P9162 | Hands-off | IRA | USD | 2025-03-13 | 568,894 | 27,684 | 541,210 | 1 | 66.6 | 15.7 | 9.9 | 7.9 | VTI:36.7%;QQQ:36.7%;BRK.B:26.5% | US:73.9;EU:9.7;APAC:4.9;EM:8.4;Other:3.1 | Value:+0.4;Growth:+0.6;Quality:-0.4;Size:-1.0;Momentum:+0.2;LowVol:+0.6 | ESGOnly;MaxPos6%;NoDerivatives | 10 | 30 | 5 | trailing 10% | 111 | 18.4 | Bull | 12.4 | 4.88 | 2.5 | 102 | 96 | 98 | 50 | false | Rebalance | Shift +1% to bonds from equity | 3 | -30 | BrokerB | LMT | 95 | null | null | Normal monitoring | 28 | 19 | 117 | 5 | false | Within IPS guidelines |
P9163 | Cautious | Taxable | USD | 2024-10-05 | 340,978 | 51,487 | 289,491 | 1 | 39.4 | 39.1 | 7.4 | 14 | AMZN:16.3%;VOO:26.3%;XLF:17.1%;TLT:26.3%;BRK.B:14.0% | US:68.5;EU:12.7;APAC:9.5;EM:5.5;Other:3.9 | Value:-0.1;Growth:+0.7;Quality:-0.9;Size:-0.5;Momentum:-0.0;LowVol:+0.2 | MaxPos8%;NoMargin | 7 | 30 | 5.3 | hard 10% | 135 | 17 | Bear | 31.1 | 3.02 | 1.5 | 148 | -54 | 15 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 1 | -39 | BrokerD | VWAP | 99 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 88 | -24 | 84 | 5 | false | Tax-aware sells next window |
P9164 | Opportunistic | IRA | USD | 2024-07-28 | 1,798,566 | 101,503 | 1,697,063 | 1 | 63.1 | 19.8 | 11 | 6 | VNQ:25.0%;BRK.B:25.0%;TLT:25.0%;QQQ:25.0% | US:71.5;EU:8.2;APAC:12.2;EM:7.8;Other:0.3 | Value:-0.2;Growth:+0.5;Quality:+0.4;Size:-0.6;Momentum:-0.1;LowVol:+0.3 | null | 6 | 30 | 6.5 | hard 12% | 197 | 27.9 | Bear | 30.1 | 3.01 | 2.4 | 215 | -52 | 15 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | -12 | BrokerD | MKT | 95 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 27 | 20 | -4 | 5 | false | Within IPS guidelines |
P9165 | Opportunistic | Roth | USD | 2024-09-24 | 705,729 | 59,996 | 645,733 | 1 | 70.5 | 18.5 | 2.7 | 8.3 | XLF:33.3%;MSFT:33.3%;BRK.B:33.3% | US:74.4;EU:10.7;APAC:6.2;EM:7.0;Other:1.7 | Value:+0.9;Growth:-0.7;Quality:+0.9;Size:-0.3;Momentum:-0.6;LowVol:+0.4 | MaxPos6%;NoDerivatives | 6 | 35 | 4.7 | hard 12% | 163 | 33.6 | Bear | 31.7 | 4.16 | 2.4 | 147 | 6 | 68 | 86 | true | Hedge | Buy index puts 1% notional | -3 | 0 | BrokerB | MKT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 4 | -2 | 87 | 5 | false | Within IPS guidelines |
P9166 | Systematic | Taxable | USD | 2024-11-27 | 1,361,312 | 68,162 | 1,293,150 | 1 | 63.8 | 30.3 | 0 | 5.8 | BND:23.2%;VOO:13.0%;VNQ:23.2%;BRK.B:23.2%;IEF:17.5% | US:76.2;EU:7.1;APAC:9.4;EM:4.8;Other:2.5 | Value:-0.3;Growth:-0.3;Quality:-0.7;Size:+0.1;Momentum:-0.5;LowVol:-0.7 | NoDerivatives | 7 | 30 | 5.7 | hard 12% | 144 | 17.7 | Bull | 13.2 | 4.88 | 3.1 | 73 | 61 | 92 | 49 | false | Hedge | Add TLT +1% as duration hedge | 29 | 15 | BrokerD | VWAP | 96 | null | null | Normal monitoring | 39 | -50 | 69 | 3 | false | Tax-aware sells next window |
P9167 | Opportunistic | Roth | USD | 2025-04-30 | 1,424,966 | 109,810 | 1,315,156 | 1 | 70.5 | 16.7 | 8 | 4.8 | VOO:21.6%;MSFT:21.6%;MUB:21.6%;VTI:15.1%;XLF:20.2% | US:66.4;EU:12.9;APAC:8.5;EM:8.0;Other:4.3 | Value:+0.1;Growth:+1.0;Quality:-0.7;Size:+1.0;Momentum:-0.6;LowVol:+0.5 | NoDerivatives | 10 | 35 | 6.2 | trailing 9% | 203 | 26.3 | Volatile | 24.2 | 3.96 | 3.5 | 114 | 9 | 58 | 64 | false | Rebalance | Shift +1% to bonds from equity | -7 | -14 | BrokerA | LMT | 91 | null | null | Normal monitoring | -5 | -39 | 62 | 5 | false | Within IPS guidelines |
P9168 | Cautious | Trust | USD | 2025-09-22 | 655,898 | 56,616 | 599,282 | 1 | 39 | 41.3 | 6.3 | 13.4 | GLD:32.9%;TLT:33.6%;IEF:33.6% | US:74.7;EU:5.5;APAC:13.3;EM:5.5;Other:1.1 | Value:-0.6;Growth:-0.1;Quality:+0.6;Size:+0.3;Momentum:+0.8;LowVol:+0.5 | ESGOnly;NoDerivatives;NoMargin | 5 | 30 | 3.8 | trailing 8% | 107 | 17.2 | Bull | 17.3 | 3.65 | 3 | 89 | 41 | 59 | 45 | false | NoAction | Within bands; monitor | 35 | -20 | BrokerA | LMT | 96 | null | null | Normal monitoring | -42 | 8 | -72 | 5 | false | Monitor dispersion and breadth |
P9169 | Hands-off | 401k | USD | 2025-06-27 | 160,935 | 10,124 | 150,811 | 1 | 70.4 | 16.6 | 4.8 | 8.2 | IEF:20.4%;XLF:29.5%;GLD:20.7%;BRK.B:29.5% | US:57.5;EU:19.1;APAC:13.8;EM:8.8;Other:0.7 | Value:+0.4;Growth:+1.0;Quality:+0.1;Size:+0.3;Momentum:-0.6;LowVol:-0.3 | ESGOnly | 10 | 35 | 5.8 | hard 10% | 93 | 17 | Bull | 14.6 | 4.48 | 3.4 | 117 | 91 | 94 | 49 | false | Buy | Add to core equity +1% | -15 | -29 | BrokerB | LMT | 95 | null | null | Normal monitoring | 103 | -24 | 142 | 4 | false | Tax-aware sells next window |
P9170 | Cautious | 401k | USD | 2025-04-01 | 489,851 | 50,349 | 439,502 | 1 | 47.6 | 33.4 | 7.2 | 11.8 | AAPL:27.6%;VOO:27.6%;MUB:17.3%;VNQ:27.6% | US:73.3;EU:8.7;APAC:6.8;EM:8.3;Other:3.0 | Value:-0.8;Growth:+0.9;Quality:-0.8;Size:-0.9;Momentum:-1.0;LowVol:-0.2 | ESGOnly;NoMargin | 6 | 25 | 3.8 | hard 10% | 144 | 14.6 | Bear | 27.5 | 3.77 | 2.8 | 173 | -94 | 5 | 62 | false | Buy | Add to core equity +1% | 5 | -11 | BrokerD | MKT | 91 | null | null | Normal monitoring | 54 | -52 | 166 | 4 | false | Monitor dispersion and breadth |
P9171 | Hands-off | Roth | USD | 2025-05-19 | 281,460 | 14,350 | 267,110 | 1 | 58.8 | 19.8 | 14.2 | 7.1 | GLD:25.0%;AMZN:25.0%;HYG:25.0%;MSFT:25.0% | US:67.9;EU:15.8;APAC:8.3;EM:6.7;Other:1.3 | Value:+0.5;Growth:+0.4;Quality:-0.1;Size:+0.5;Momentum:+0.7;LowVol:+1.0 | ESGOnly;MaxPos7%;NoDerivatives | 8 | 25 | 3.3 | hard 10% | 142 | 18.2 | Volatile | 29.3 | 3.7 | 2.4 | 131 | 55 | 89 | 69 | false | Rebalance | Shift +1% to bonds from equity | 7 | -25 | BrokerA | MKT | 93 | null | null | Normal monitoring | -35 | -18 | 2 | 5 | false | Within IPS guidelines |
P9172 | Cautious | Roth | USD | 2024-07-21 | 690,674 | 98,969 | 591,705 | 1 | 37.3 | 42.7 | 7.7 | 12.3 | MSFT:33.3%;MUB:33.3%;TLT:33.3% | US:65.3;EU:19.7;APAC:6.9;EM:6.3;Other:1.9 | Value:-0.7;Growth:-0.1;Quality:+0.4;Size:+0.7;Momentum:-0.5;LowVol:-0.0 | ESGOnly;NoDerivatives;NoMargin | 10 | 30 | 3.4 | trailing 8% | 126 | 15.8 | Volatile | 23.6 | 4.33 | 3.3 | 124 | 36 | 76 | 44 | false | Rebalance | Shift +1% to bonds from equity | 23 | -35 | BrokerC | MKT | 99 | null | null | Normal monitoring | 69 | -23 | 59 | 4 | false | Within IPS guidelines |
P9173 | Systematic | 401k | USD | 2025-10-12 | 1,054,111 | 75,944 | 978,167 | 1 | 61.5 | 30.9 | 0 | 7.6 | MUB:12.3%;IEF:20.8%;QQQ:24.7%;TSLA:17.5%;AMZN:24.7% | US:64.3;EU:13.1;APAC:10.9;EM:6.8;Other:4.9 | Value:-0.2;Growth:+0.5;Quality:+0.3;Size:+0.4;Momentum:-0.8;LowVol:-0.4 | null | 10 | 30 | 4 | trailing 8% | 124 | 23.4 | Bull | 13.6 | 4.63 | 2.7 | 108 | 46 | 59 | 38 | false | Rebalance | Shift +1% to bonds from equity | -12 | -21 | BrokerC | LMT | 91 | null | null | Normal monitoring | 93 | -16 | 64 | 4 | false | Increase defensive factor exposure |
P9174 | Hands-off | Taxable | USD | 2025-05-01 | 231,110 | 18,720 | 212,390 | 1 | 70 | 24 | 0 | 6 | MSFT:14.0%;TLT:21.8%;TSLA:20.8%;GLD:22.0%;BND:21.3% | US:69.6;EU:16.9;APAC:5.0;EM:5.0;Other:3.5 | Value:+0.5;Growth:-0.8;Quality:+0.2;Size:+0.3;Momentum:+0.8;LowVol:+0.9 | ESGOnly;NoDerivatives | 7 | 35 | 4.5 | trailing 10% | 149 | 19 | Bull | 12 | 3.95 | 3.4 | 74 | 39 | 61 | 56 | false | Buy | Add to core equity +1% | 15 | 9 | BrokerA | VWAP | 100 | null | null | Normal monitoring | -7 | -38 | -41 | 3 | false | Increase defensive factor exposure |
P9175 | Systematic | 401k | USD | 2025-03-05 | 1,051,386 | 52,796 | 998,590 | 1 | 58.3 | 33.2 | 3 | 5.5 | BND:33.3%;XLF:33.3%;GLD:33.3% | US:66.9;EU:8.5;APAC:7.1;EM:14.0;Other:3.5 | Value:+0.8;Growth:+0.6;Quality:-0.3;Size:+0.9;Momentum:-0.1;LowVol:+0.8 | MaxPos7%;NoDerivatives | 7 | 35 | 5.6 | trailing 8% | 205 | 25.2 | Bull | 12.3 | 4.4 | 2.5 | 82 | 120 | 100 | 40 | false | Buy | Add to core equity +1% | -13 | -27 | BrokerC | MKT | 86 | null | null | Normal monitoring | -26 | -41 | -35 | 4 | false | Tighten stops on momentum names |
P9176 | Active | Trust | USD | 2025-12-05 | 1,192,982 | 88,395 | 1,104,587 | 1 | 55.6 | 21.9 | 12.6 | 10 | BRK.B:33.3%;VTI:33.3%;TLT:33.3% | US:72.9;EU:8.7;APAC:7.6;EM:9.2;Other:1.6 | Value:-0.2;Growth:-0.7;Quality:-0.7;Size:+0.7;Momentum:+0.7;LowVol:+0.6 | null | 10 | 25 | 5.3 | trailing 8% | 191 | 17.3 | Sideways | 17.7 | 4.99 | 3.5 | 130 | 42 | 61 | 38 | true | Hedge | Buy index puts 1% notional | -6 | -30 | BrokerC | LMT | 98 | RegimeShift | Pause | Volatility spike and breadth deterioration | 57 | -11 | 63 | 3 | false | Monitor dispersion and breadth |
P9177 | Opportunistic | Roth | USD | 2024-07-11 | 1,538,709 | 135,235 | 1,403,474 | 1 | 67.9 | 21.6 | 3.4 | 7.1 | IEF:22.5%;TLT:19.9%;BND:22.5%;QQQ:14.5%;BRK.B:20.7% | US:59.7;EU:16.6;APAC:9.9;EM:9.6;Other:4.1 | Value:-0.7;Growth:+0.2;Quality:-0.8;Size:-0.5;Momentum:-0.5;LowVol:+0.4 | null | 7 | 30 | 5.4 | trailing 7% | 177 | 28.5 | Bull | 17 | 4.41 | 2.1 | 108 | 9 | 69 | 63 | true | Hedge | Buy index puts 1% notional | 9 | -22 | BrokerB | LMT | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -45 | -10 | 8 | 5 | true | Within IPS guidelines |
P9178 | Active | IRA | USD | 2025-06-06 | 1,995,782 | 178,436 | 1,817,346 | 1 | 52.1 | 20.3 | 18.2 | 9.3 | TLT:23.8%;IEF:10.0%;QQQ:23.8%;TSLA:19.8%;VNQ:22.7% | US:63.1;EU:12.4;APAC:10.4;EM:11.6;Other:2.5 | Value:-0.8;Growth:+0.9;Quality:+0.9;Size:-0.1;Momentum:+0.6;LowVol:-0.3 | NoDerivatives | 5 | 30 | 4.1 | hard 12% | 187 | 20.7 | Bear | 24.3 | 3.1 | 2 | 179 | -103 | 5 | 63 | false | NoAction | Within bands; monitor | 3 | 11 | BrokerB | MKT | 0 | null | null | Normal monitoring | -15 | -36 | 26 | 4 | false | Within IPS guidelines |
P9179 | Systematic | Taxable | USD | 2025-07-27 | 1,647,383 | 140,329 | 1,507,054 | 1 | 57.8 | 34.7 | 0 | 7.5 | VOO:10.5%;IEF:22.0%;TLT:15.2%;HYG:16.4%;MSFT:13.9%;TSLA:22.0% | US:67.8;EU:14.9;APAC:8.5;EM:4.5;Other:4.3 | Value:+0.6;Growth:+0.9;Quality:+0.2;Size:-0.3;Momentum:+0.6;LowVol:-0.7 | null | 6 | 30 | 5 | hard 12% | 166 | 16.1 | Volatile | 26.4 | 4.23 | 4.4 | 135 | 17 | 48 | 62 | true | Hedge | Buy index puts 1% notional | 11 | -17 | BrokerD | MKT | 95 | VAR>budget | Hedge | Risk above budget threshold | -17 | -13 | 89 | 4 | false | Monitor dispersion and breadth |
P9180 | Cautious | IRA | USD | 2025-07-12 | 383,221 | 32,389 | 350,832 | 1 | 40.1 | 35.2 | 13 | 11.7 | QQQ:20.7%;AMZN:10.1%;HYG:19.8%;TLT:20.7%;MUB:17.5%;BND:11.2% | US:59.4;EU:15.7;APAC:12.0;EM:7.8;Other:5.1 | Value:+0.1;Growth:-0.3;Quality:-0.7;Size:-0.5;Momentum:-0.8;LowVol:-0.3 | MaxPos8%;NoMargin | 7 | 30 | 5.1 | trailing 10% | 137 | 12.4 | Volatile | 27.8 | 4.57 | 3.5 | 117 | 10 | 48 | 64 | false | Buy | Add to core equity +1% | -7 | -38 | BrokerD | VWAP | 97 | null | null | Normal monitoring | -24 | -1 | 48 | 3 | false | Monitor dispersion and breadth |
P9181 | Cautious | IRA | USD | 2025-09-21 | 629,179 | 95,385 | 533,794 | 1 | 48.9 | 34.6 | 6.3 | 10.2 | MUB:24.4%;BRK.B:18.6%;HYG:16.5%;VNQ:24.4%;VTI:16.1% | US:72.5;EU:11.0;APAC:7.6;EM:4.2;Other:4.6 | Value:+0.3;Growth:+0.9;Quality:+0.9;Size:+0.1;Momentum:-0.5;LowVol:+0.5 | ESGOnly;MaxPos7%;NoMargin | 5 | 25 | 3.3 | trailing 8% | 113 | 16.3 | Bull | 12.7 | 4.41 | 2.8 | 114 | 111 | 100 | 27 | false | Buy | Add to core equity +1% | -8 | 9 | BrokerA | LMT | 96 | null | null | Normal monitoring | 86 | -1 | 89 | 4 | false | Tighten stops on momentum names |
P9182 | Systematic | IRA | USD | 2025-09-28 | 878,985 | 76,344 | 802,641 | 1 | 65.1 | 21.6 | 3.8 | 9.5 | AAPL:37.3%;VNQ:25.3%;HYG:37.3% | US:66.6;EU:12.1;APAC:14.5;EM:6.8;Other:0.1 | Value:+0.5;Growth:+0.4;Quality:0.0;Size:-0.1;Momentum:+0.5;LowVol:-0.0 | null | 7 | 25 | 4.6 | trailing 8% | 192 | 21.4 | Bear | 32 | 3.72 | 2.6 | 186 | -75 | 15 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 16 | 0 | BrokerB | LMT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 45 | 7 | 54 | 4 | false | Increase defensive factor exposure |
P9183 | Cautious | Roth | USD | 2025-12-02 | 247,284 | 22,456 | 224,828 | 1 | 48.7 | 36.5 | 0.7 | 14.1 | VNQ:25.0%;QQQ:25.0%;VOO:25.0%;VTI:25.0% | US:65.8;EU:15.7;APAC:5.7;EM:9.1;Other:3.7 | Value:-0.9;Growth:+0.7;Quality:+1.0;Size:-0.7;Momentum:-0.0;LowVol:+0.4 | MaxPos5%;NoMargin | 5 | 30 | 4.5 | trailing 10% | 107 | 12.1 | Sideways | 19.2 | 3.79 | 2.8 | 135 | 2 | 51 | 45 | false | Buy | Add to core equity +1% | 14 | 7 | BrokerB | MKT | 98 | null | null | Normal monitoring | 43 | -18 | 48 | 4 | false | Within IPS guidelines |
P9184 | Hands-off | Trust | USD | 2025-09-24 | 792,274 | 31,763 | 760,511 | 1 | 60.7 | 25.1 | 7 | 7.2 | MSFT:21.1%;AMZN:21.1%;VTI:17.9%;GLD:21.1%;HYG:18.8% | US:68.1;EU:11.3;APAC:12.9;EM:7.2;Other:0.5 | Value:-0.3;Growth:+0.1;Quality:+0.3;Size:+0.9;Momentum:+0.4;LowVol:+0.2 | ESGOnly;MaxPos7%;NoDerivatives | 5 | 30 | 4.2 | trailing 8% | 137 | 12.2 | Bear | 22.6 | 4.02 | 1.8 | 148 | -19 | 44 | 70 | false | Sell | Trim extended winner -1% | 7 | 11 | BrokerC | MKT | 93 | null | null | Normal monitoring | -28 | 0 | 17 | 3 | false | Monitor dispersion and breadth |
P9185 | Systematic | Roth | USD | 2025-09-01 | 498,573 | 22,806 | 475,767 | 1 | 66.9 | 22.7 | 4.7 | 5.6 | AAPL:16.1%;HYG:15.8%;BND:13.6%;QQQ:16.3%;VNQ:20.4%;IEF:17.9% | US:66.3;EU:16.5;APAC:7.2;EM:7.1;Other:3.0 | Value:-0.6;Growth:+0.1;Quality:+0.1;Size:-0.4;Momentum:+0.4;LowVol:+0.9 | NoDerivatives | 8 | 25 | 4.6 | trailing 8% | 220 | 19.1 | Bull | 16.7 | 4.4 | 2 | 72 | 92 | 89 | 53 | false | Rebalance | Shift +1% to bonds from equity | 19 | -5 | BrokerA | LMT | 95 | null | null | Normal monitoring | -24 | 9 | 115 | 5 | false | Increase defensive factor exposure |
P9186 | Opportunistic | Roth | USD | 2025-10-04 | 1,147,690 | 96,163 | 1,051,527 | 1 | 69.1 | 11.7 | 10.5 | 8.7 | MUB:11.4%;IEF:24.8%;AAPL:22.9%;MSFT:16.0%;VTI:24.8% | US:67.3;EU:8.7;APAC:14.7;EM:4.9;Other:4.4 | Value:-0.3;Growth:-0.7;Quality:+0.9;Size:+0.6;Momentum:+0.7;LowVol:-0.8 | NoDerivatives | 5 | 25 | 6.1 | hard 12% | 190 | 31 | Volatile | 26.6 | 5 | 3.4 | 128 | -42 | 42 | 70 | false | Rebalance | Shift +1% to bonds from equity | -1 | -7 | BrokerC | MKT | 99 | null | null | Normal monitoring | 47 | -28 | 91 | 3 | false | Tax-aware sells next window |
P9187 | Cautious | 401k | USD | 2025-12-15 | 752,964 | 81,668 | 671,296 | 1 | 36.7 | 30.2 | 15.5 | 17.5 | GLD:15.0%;VOO:25.8%;AAPL:25.8%;XLF:20.9%;AMZN:12.4% | US:63.9;EU:13.3;APAC:12.5;EM:8.1;Other:2.3 | Value:+0.4;Growth:+1.0;Quality:-0.9;Size:-0.1;Momentum:+0.2;LowVol:+0.9 | ESGOnly;MaxPos8%;NoMargin | 7 | 25 | 5.5 | trailing 8% | 150 | 19 | Bull | 15 | 3.74 | 2.8 | 104 | 120 | 95 | 27 | false | Sell | Trim extended winner -1% | 27 | -19 | BrokerC | MKT | 91 | null | null | Normal monitoring | -7 | -23 | -9 | 4 | false | Tighten stops on momentum names |
P9188 | Cautious | Taxable | USD | 2024-10-05 | 757,996 | 110,081 | 647,915 | 1 | 38.4 | 40.4 | 7.3 | 14 | GLD:33.3%;VOO:33.3%;XLF:33.3% | US:66.3;EU:15.1;APAC:8.4;EM:7.2;Other:3.1 | Value:+0.6;Growth:-0.5;Quality:-0.9;Size:-0.5;Momentum:+0.4;LowVol:-0.1 | ESGOnly;MaxPos6%;NoMargin | 10 | 30 | 4.4 | hard 10% | 119 | 13.4 | Bear | 25.1 | 4.08 | 1.3 | 183 | -36 | 38 | 54 | true | Reduce | Cut high-beta by 2-3%, add cash | 18 | -40 | BrokerA | MKT | 93 | VAR>budget | TightenStops | Risk above budget threshold | 7 | -38 | 11 | 4 | false | Tax-aware sells next window |
P9189 | Opportunistic | Trust | USD | 2024-11-10 | 1,312,203 | 57,403 | 1,254,800 | 1 | 70.7 | 15.5 | 8.7 | 5.2 | VTI:25.5%;XLF:25.5%;IEF:10.4%;HYG:12.9%;TSLA:25.5% | US:70.5;EU:7.9;APAC:10.2;EM:6.9;Other:4.6 | Value:-1.0;Growth:+0.9;Quality:-0.8;Size:+0.4;Momentum:+0.1;LowVol:+0.7 | null | 10 | 30 | 5.6 | hard 12% | 246 | 28.2 | Bull | 14.3 | 3.64 | 3.1 | 102 | 28 | 76 | 49 | false | Buy | Add to core equity +1% | -8 | 13 | BrokerD | MKT | 95 | null | null | Normal monitoring | 51 | -17 | 42 | 5 | false | Tighten stops on momentum names |
P9190 | Hands-off | IRA | USD | 2025-06-22 | 457,934 | 21,005 | 436,929 | 1 | 60 | 29.9 | 2.5 | 7.6 | MSFT:21.3%;XLF:21.3%;MUB:7.2%;BND:20.9%;BRK.B:8.0%;VNQ:21.3% | US:67.6;EU:17.0;APAC:6.6;EM:4.8;Other:4.0 | Value:+0.7;Growth:-0.9;Quality:+0.8;Size:-0.2;Momentum:+1.0;LowVol:0.0 | null | 10 | 35 | 3.2 | hard 10% | 140 | 13.7 | Volatile | 29.3 | 5.2 | 2.1 | 155 | 74 | 96 | 76 | true | Hedge | Buy index puts 1% notional | 19 | 6 | BrokerA | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | -49 | -43 | -68 | 5 | false | Tighten stops on momentum names |
P9191 | Cautious | IRA | USD | 2025-11-29 | 340,830 | 45,845 | 294,985 | 1 | 46.7 | 31.3 | 7.2 | 14.8 | MUB:25.2%;VNQ:25.2%;BND:25.2%;XLF:24.5% | US:64.5;EU:8.6;APAC:13.2;EM:9.8;Other:3.9 | Value:-0.3;Growth:-0.5;Quality:+0.4;Size:-0.6;Momentum:+0.3;LowVol:-0.9 | ESGOnly;NoMargin | 5 | 25 | 5.2 | trailing 8% | 119 | 18.7 | Bear | 32.8 | 3.44 | 2.4 | 179 | -15 | 46 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 21 | -26 | BrokerD | MKT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -35 | 14 | -29 | 4 | false | Monitor dispersion and breadth |
P9192 | Hands-off | 401k | USD | 2024-11-17 | 221,067 | 19,813 | 201,254 | 1 | 57.1 | 18.8 | 16.4 | 7.6 | AMZN:25.8%;TLT:25.8%;VNQ:25.8%;TSLA:22.6% | US:63.4;EU:15.8;APAC:7.9;EM:8.5;Other:4.3 | Value:-0.5;Growth:-0.4;Quality:-0.2;Size:-0.9;Momentum:-0.4;LowVol:-0.1 | null | 8 | 35 | 4.2 | trailing 8% | 148 | 12.7 | Sideways | 17.9 | 4.56 | 2.8 | 112 | 14 | 51 | 58 | false | Sell | Trim extended winner -1% | 14 | -3 | BrokerB | LMT | 93 | null | null | Normal monitoring | 86 | 7 | 177 | 5 | false | Within IPS guidelines |
P9193 | Opportunistic | Taxable | USD | 2024-10-05 | 708,731 | 43,618 | 665,113 | 1.09 | 62.8 | 15.3 | 13.8 | 8.1 | XLF:23.0%;AMZN:22.6%;AAPL:23.0%;VNQ:23.0%;MUB:8.3% | US:64.4;EU:12.6;APAC:10.3;EM:9.5;Other:3.3 | Value:-0.2;Growth:-0.7;Quality:-0.5;Size:+0.4;Momentum:+0.3;LowVol:+0.8 | NoDerivatives | 6 | 35 | 7 | trailing 7% | 247 | 25.4 | Volatile | 28.1 | 5.18 | 4 | 148 | -15 | 38 | 67 | false | Rebalance | Shift +1% to bonds from equity | 34 | 5 | BrokerB | LMT | 98 | null | null | Normal monitoring | 115 | -36 | 79 | 5 | false | Within IPS guidelines |
P9194 | Cautious | 401k | USD | 2025-04-09 | 803,518 | 126,308 | 677,210 | 1 | 39.5 | 33.3 | 12.8 | 14.4 | BRK.B:20.8%;XLF:19.2%;HYG:13.8%;MSFT:14.2%;TLT:20.8%;VNQ:11.2% | US:71.5;EU:7.0;APAC:12.9;EM:7.1;Other:1.5 | Value:-0.7;Growth:+0.1;Quality:-0.6;Size:-1.0;Momentum:-0.7;LowVol:+0.5 | ESGOnly;MaxPos5%;NoMargin | 6 | 35 | 4 | hard 10% | 142 | 16.8 | Sideways | 17.7 | 3.65 | 3.4 | 100 | 9 | 53 | 44 | false | Rebalance | Shift +1% to bonds from equity | -15 | -38 | BrokerA | MKT | 89 | null | null | Normal monitoring | 64 | -2 | 187 | 5 | false | Monitor dispersion and breadth |
P9195 | Hands-off | Roth | USD | 2025-08-24 | 162,291 | 9,026 | 153,265 | 1 | 68.1 | 20.2 | 4.9 | 6.8 | XLF:33.3%;HYG:33.3%;GLD:33.3% | US:63.1;EU:12.0;APAC:11.2;EM:9.9;Other:3.8 | Value:-0.7;Growth:+0.7;Quality:+0.7;Size:-0.2;Momentum:-0.5;LowVol:-0.9 | null | 10 | 30 | 4.4 | trailing 8% | 164 | 14.1 | Volatile | 27 | 5.17 | 2.2 | 145 | 31 | 65 | 65 | false | Sell | Trim extended winner -1% | 29 | -38 | BrokerD | LMT | 96 | null | null | Normal monitoring | 59 | -11 | 43 | 5 | false | Increase defensive factor exposure |
P9196 | Cautious | IRA | USD | 2025-12-12 | 710,856 | 107,407 | 603,449 | 1 | 41.5 | 32.1 | 15.1 | 11.3 | MUB:23.2%;VTI:23.2%;QQQ:23.2%;MSFT:15.8%;TSLA:14.4% | US:63.9;EU:21.2;APAC:6.6;EM:6.1;Other:2.2 | Value:-0.7;Growth:+0.5;Quality:-0.0;Size:-0.0;Momentum:+0.5;LowVol:+1.0 | NoDerivatives;NoMargin | 7 | 35 | 4.5 | trailing 10% | 105 | 18.9 | Sideways | 15.9 | 3.84 | 3 | 123 | 28 | 61 | 44 | false | Rebalance | Shift +1% to bonds from equity | 30 | 10 | BrokerD | LMT | 99 | null | null | Normal monitoring | -8 | -60 | 124 | 5 | false | Increase defensive factor exposure |
P9197 | Cautious | Trust | USD | 2025-01-06 | 811,332 | 69,024 | 742,308 | 1 | 35 | 37.6 | 17.2 | 10.1 | AMZN:20.8%;BND:21.6%;VTI:19.8%;AAPL:21.6%;HYG:16.3% | US:68.7;EU:7.6;APAC:10.4;EM:12.1;Other:1.3 | Value:+0.4;Growth:+0.3;Quality:-0.2;Size:+0.4;Momentum:-0.7;LowVol:-0.6 | NoDerivatives;NoMargin | 10 | 35 | 4 | hard 10% | 141 | 12.6 | Bull | 16.7 | 4.71 | 2.6 | 72 | 99 | 94 | 32 | false | Rebalance | Shift +1% to bonds from equity | -5 | -6 | BrokerD | VWAP | 99 | null | null | Normal monitoring | 102 | -25 | 85 | 4 | false | Increase defensive factor exposure |
P9198 | Cautious | Taxable | USD | 2025-12-13 | 315,428 | 48,731 | 266,697 | 1 | 40.8 | 34.9 | 8 | 16.3 | TSLA:22.5%;VOO:22.5%;GLD:20.8%;VNQ:22.5%;AMZN:11.8% | US:61.0;EU:13.3;APAC:13.9;EM:6.8;Other:5.0 | Value:+0.6;Growth:+0.7;Quality:+0.9;Size:-0.3;Momentum:+0.8;LowVol:-0.3 | NoDerivatives;NoMargin | 6 | 35 | 4.2 | hard 10% | 133 | 12.5 | Sideways | 15.2 | 3.53 | 3.4 | 114 | 15 | 61 | 31 | false | NoAction | Within bands; monitor | 10 | -22 | BrokerC | LMT | 98 | null | null | Normal monitoring | 46 | -46 | 104 | 5 | false | Tighten stops on momentum names |
P9199 | Active | 401k | USD | 2024-12-13 | 1,432,793 | 101,323 | 1,331,470 | 1 | 56.2 | 24.9 | 12.7 | 6.2 | IEF:13.9%;BRK.B:20.2%;GLD:22.3%;AMZN:8.2%;QQQ:22.3%;MUB:13.1% | US:63.5;EU:13.6;APAC:7.0;EM:12.5;Other:3.4 | Value:-0.2;Growth:+0.9;Quality:+0.3;Size:+0.5;Momentum:+0.6;LowVol:0.0 | null | 10 | 35 | 5.4 | trailing 9% | 199 | 18.2 | Bull | 14.7 | 3.9 | 2.4 | 115 | 3 | 58 | 39 | false | Sell | Trim extended winner -1% | 14 | -14 | BrokerC | MKT | 93 | null | null | Normal monitoring | 0 | -12 | 88 | 5 | false | Tax-aware sells next window |
P9200 | Opportunistic | Trust | USD | 2024-08-19 | 1,171,364 | 72,492 | 1,098,872 | 1.19 | 73.5 | 20.9 | 0 | 5.5 | AAPL:36.5%;BND:27.0%;BRK.B:36.5% | US:66.3;EU:13.5;APAC:11.6;EM:6.7;Other:1.9 | Value:-0.2;Growth:-0.0;Quality:+1.0;Size:-0.6;Momentum:-0.2;LowVol:+0.5 | NoDerivatives | 10 | 30 | 4.7 | hard 12% | 160 | 29.9 | Bear | 28 | 4 | 2.9 | 191 | -11 | 43 | 73 | true | Hedge | Buy index puts 1% notional | 16 | -7 | BrokerA | VWAP | 86 | VAR>budget | Reduce | Risk above budget threshold | -33 | -30 | 41 | 3 | false | Within IPS guidelines |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.