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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9201 | Active | Trust | USD | 2025-05-25 | 1,077,609 | 121,353 | 956,256 | 1 | 57.4 | 22.2 | 13.4 | 7 | TLT:18.8%;VOO:22.0%;BND:15.8%;HYG:11.3%;TSLA:12.0%;VNQ:20.1% | US:65.2;EU:11.3;APAC:6.8;EM:11.8;Other:4.9 | Value:0.0;Growth:+0.1;Quality:-0.1;Size:-0.3;Momentum:+0.3;LowVol:+0.3 | MaxPos7% | 6 | 35 | 4.8 | trailing 8% | 160 | 24.6 | Bear | 34.5 | 3.77 | 2.8 | 145 | -58 | 29 | 80 | true | Rebalance | Rebalance back to target bands | 32 | -30 | BrokerD | LMT | 86 | RegimeShift | Pause | Volatility spike and breadth deterioration | -11 | -57 | -10 | 4 | false | Tax-aware sells next window |
P9202 | Opportunistic | IRA | USD | 2025-08-01 | 407,406 | 24,101 | 383,305 | 1 | 65.1 | 19.9 | 8.3 | 6.8 | TLT:26.7%;BND:19.9%;VNQ:26.7%;GLD:26.7% | US:74.6;EU:5.5;APAC:12.6;EM:6.6;Other:0.6 | Value:-0.7;Growth:+0.2;Quality:-0.0;Size:-0.9;Momentum:-0.6;LowVol:-0.8 | MaxPos8% | 8 | 35 | 4.7 | trailing 7% | 252 | 30.7 | Bull | 12.8 | 4.98 | 2.9 | 93 | 97 | 100 | 49 | false | Rebalance | Shift +1% to bonds from equity | -12 | -30 | BrokerD | MKT | 99 | null | null | Normal monitoring | -48 | 8 | -22 | 4 | false | Within IPS guidelines |
P9203 | Hands-off | IRA | USD | 2025-11-21 | 507,489 | 35,122 | 472,367 | 1 | 66 | 28.7 | 0 | 5.2 | BND:25.2%;BRK.B:24.4%;HYG:25.2%;AMZN:25.2% | US:71.4;EU:13.0;APAC:10.1;EM:5.3;Other:0.2 | Value:+0.8;Growth:+0.9;Quality:+0.3;Size:-0.0;Momentum:-0.1;LowVol:-0.5 | null | 7 | 35 | 5.5 | trailing 10% | 158 | 13.2 | Bear | 33.3 | 3.01 | 1.3 | 187 | -74 | 23 | 76 | true | Hedge | Buy index puts 1% notional | 33 | 6 | BrokerA | MKT | 86 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 86 | -2 | 205 | 2 | true | Within IPS guidelines |
P9204 | Cautious | Roth | USD | 2025-12-21 | 323,165 | 41,545 | 281,620 | 1 | 48.8 | 32.2 | 8.9 | 10.1 | AMZN:28.1%;AAPL:18.3%;BRK.B:28.1%;IEF:25.6% | US:67.0;EU:12.4;APAC:12.3;EM:6.2;Other:2.1 | Value:-0.2;Growth:-0.0;Quality:+0.3;Size:+0.2;Momentum:-0.4;LowVol:-0.7 | ESGOnly;NoDerivatives;NoMargin | 10 | 25 | 4 | trailing 10% | 134 | 13.7 | Bear | 27.4 | 4.25 | 2.1 | 191 | 37 | 60 | 60 | false | Buy | Add to core equity +1% | 26 | -10 | BrokerA | LMT | 97 | null | null | Normal monitoring | 92 | 14 | 114 | 5 | false | Within IPS guidelines |
P9205 | Cautious | Trust | USD | 2024-11-15 | 197,849 | 24,398 | 173,451 | 1 | 43.6 | 39.7 | 2.7 | 14 | BND:27.3%;VNQ:27.3%;BRK.B:24.1%;MUB:21.2% | US:62.5;EU:17.0;APAC:14.3;EM:5.3;Other:0.9 | Value:-0.8;Growth:+0.5;Quality:-0.1;Size:+0.5;Momentum:-0.9;LowVol:+0.9 | MaxPos5%;NoDerivatives;NoMargin | 7 | 35 | 3.5 | trailing 8% | 111 | 17.9 | Bull | 17.2 | 3.81 | 3.2 | 115 | 83 | 89 | 47 | false | Sell | Trim extended winner -1% | 9 | 3 | BrokerB | MKT | 94 | null | null | Normal monitoring | 101 | -12 | 94 | 3 | false | Tax-aware sells next window |
P9206 | Cautious | IRA | USD | 2025-03-10 | 700,366 | 65,015 | 635,351 | 1 | 49.7 | 33.7 | 0 | 16.5 | IEF:19.6%;TLT:16.4%;AMZN:15.0%;TSLA:20.7%;VOO:20.2%;QQQ:8.1% | US:69.4;EU:7.0;APAC:13.5;EM:9.4;Other:0.8 | Value:+0.2;Growth:-0.9;Quality:-0.8;Size:+0.1;Momentum:+0.1;LowVol:-0.4 | NoDerivatives;NoMargin | 5 | 25 | 4.9 | trailing 10% | 135 | 13.2 | Bear | 22.2 | 3.69 | 2.7 | 134 | -59 | 35 | 47 | false | Rebalance | Shift +1% to bonds from equity | 7 | -3 | BrokerB | LMT | 94 | null | null | Normal monitoring | 24 | 3 | 92 | 3 | false | Within IPS guidelines |
P9207 | Systematic | Taxable | USD | 2025-10-03 | 681,068 | 44,115 | 636,953 | 1 | 65.7 | 25.4 | 0 | 8.9 | TSLA:27.9%;VNQ:27.9%;IEF:16.2%;MUB:27.9% | US:67.0;EU:19.4;APAC:6.8;EM:5.3;Other:1.5 | Value:+1.0;Growth:+0.4;Quality:+1.0;Size:-0.3;Momentum:-0.0;LowVol:-0.8 | NoDerivatives | 8 | 35 | 4.6 | trailing 9% | 121 | 20.5 | Volatile | 22.9 | 4.15 | 3.3 | 146 | -54 | 35 | 73 | true | Rebalance | Rebalance back to target bands | 28 | -39 | BrokerA | MKT | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 115 | -18 | 229 | 2 | false | Tax-aware sells next window |
P9208 | Opportunistic | 401k | USD | 2025-11-08 | 1,536,201 | 132,998 | 1,403,203 | 1 | 70 | 10 | 12.4 | 7.5 | VOO:25.6%;TSLA:12.7%;AMZN:25.6%;IEF:16.4%;GLD:19.8% | US:67.4;EU:13.4;APAC:10.2;EM:4.2;Other:4.8 | Value:0.0;Growth:-0.8;Quality:-0.8;Size:+0.5;Momentum:-0.3;LowVol:+0.9 | MaxPos8%;NoDerivatives | 6 | 35 | 5.7 | trailing 7% | 168 | 32.6 | Volatile | 22.4 | 4.28 | 3.3 | 156 | 36 | 55 | 58 | false | Sell | Trim extended winner -1% | -4 | 7 | BrokerC | VWAP | 97 | null | null | Normal monitoring | -52 | -22 | -19 | 3 | false | Tax-aware sells next window |
P9209 | Systematic | 401k | USD | 2025-10-24 | 1,768,191 | 88,300 | 1,679,891 | 1 | 62.2 | 28.2 | 0.4 | 9.2 | TLT:15.0%;VNQ:23.9%;QQQ:13.4%;VOO:23.9%;GLD:23.9% | US:68.5;EU:10.0;APAC:8.0;EM:13.3;Other:0.2 | Value:-0.9;Growth:-0.6;Quality:+0.9;Size:-0.7;Momentum:0.0;LowVol:+0.9 | NoDerivatives | 5 | 30 | 5.5 | trailing 8% | 170 | 27.6 | Sideways | 17.1 | 4.54 | 3.3 | 113 | 34 | 64 | 46 | true | Rebalance | Rebalance back to target bands | 11 | -34 | BrokerB | LMT | 90 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 112 | -9 | 163 | 4 | false | Within IPS guidelines |
P9210 | Cautious | 401k | USD | 2025-02-06 | 261,221 | 33,012 | 228,209 | 1 | 43.8 | 33.6 | 8.8 | 13.8 | AMZN:15.8%;IEF:11.3%;AAPL:23.4%;GLD:12.8%;BND:13.3%;QQQ:23.4% | US:65.3;EU:12.6;APAC:11.0;EM:7.0;Other:4.1 | Value:+0.6;Growth:+1.0;Quality:-0.4;Size:-0.8;Momentum:+0.1;LowVol:-0.0 | ESGOnly;MaxPos7%;NoMargin | 6 | 35 | 4.8 | hard 10% | 104 | 16.3 | Bull | 16.7 | 4.54 | 2.1 | 78 | 4 | 58 | 45 | false | Sell | Trim extended winner -1% | 14 | -24 | BrokerA | LMT | 93 | null | null | Normal monitoring | 85 | -12 | 71 | 4 | false | Within IPS guidelines |
P9211 | Active | 401k | USD | 2024-09-24 | 786,468 | 58,714 | 727,754 | 1 | 50.6 | 21.6 | 20.1 | 7.8 | BND:34.7%;VNQ:30.6%;VOO:34.7% | US:66.2;EU:6.6;APAC:15.6;EM:6.1;Other:5.4 | Value:-0.9;Growth:-0.6;Quality:+0.8;Size:-0.1;Momentum:+0.5;LowVol:+0.5 | null | 5 | 35 | 5.3 | hard 12% | 206 | 20.2 | Bull | 12 | 4.85 | 2.3 | 97 | 91 | 100 | 32 | false | Rebalance | Shift +1% to bonds from equity | 5 | 5 | BrokerD | MKT | 96 | null | null | Normal monitoring | 117 | -41 | 175 | 4 | false | Increase defensive factor exposure |
P9212 | Systematic | IRA | USD | 2024-11-21 | 1,386,097 | 133,152 | 1,252,945 | 1 | 59.3 | 30.2 | 3.8 | 6.7 | BND:21.8%;AMZN:26.1%;TSLA:26.1%;GLD:26.1% | US:77.1;EU:5.4;APAC:7.3;EM:8.0;Other:2.2 | Value:+0.9;Growth:-0.7;Quality:-0.4;Size:-0.9;Momentum:+0.5;LowVol:+1.0 | NoDerivatives | 10 | 30 | 4.9 | trailing 8% | 179 | 23.6 | Bull | 16 | 4.73 | 3.1 | 94 | 4 | 44 | 57 | true | Rebalance | Rebalance back to target bands | 14 | -9 | BrokerC | LMT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 42 | -38 | 19 | 5 | false | Monitor dispersion and breadth |
P9213 | Active | Roth | USD | 2025-11-15 | 2,440,115 | 258,634 | 2,181,481 | 1 | 62.6 | 28.9 | 0 | 8.5 | HYG:30.2%;QQQ:34.9%;VTI:34.9% | US:63.9;EU:19.2;APAC:7.0;EM:7.0;Other:2.9 | Value:+0.3;Growth:+0.3;Quality:-0.6;Size:+0.2;Momentum:-0.8;LowVol:+0.4 | null | 10 | 25 | 5.7 | trailing 8% | 141 | 22.4 | Bull | 17.5 | 4.89 | 2.6 | 93 | 35 | 53 | 44 | false | Buy | Add to core equity +1% | 26 | -24 | BrokerC | MKT | 97 | null | null | Normal monitoring | -14 | 16 | 68 | 4 | false | Within IPS guidelines |
P9214 | Hands-off | Roth | USD | 2025-04-05 | 366,194 | 15,817 | 350,377 | 1 | 62.5 | 19.3 | 12 | 6.1 | AAPL:21.5%;MSFT:21.4%;BRK.B:6.2%;TSLA:21.5%;VOO:7.9%;XLF:21.5% | US:62.4;EU:11.4;APAC:15.6;EM:9.1;Other:1.5 | Value:+0.1;Growth:-0.3;Quality:+0.5;Size:+0.6;Momentum:+0.3;LowVol:+0.5 | MaxPos5% | 7 | 30 | 5.6 | trailing 8% | 161 | 13.7 | Bull | 15.5 | 3.94 | 3.1 | 74 | 8 | 41 | 50 | false | NoAction | Within bands; monitor | -15 | -39 | BrokerD | MKT | 0 | null | null | Normal monitoring | 104 | -39 | 82 | 3 | false | Tighten stops on momentum names |
P9215 | Systematic | Taxable | USD | 2025-05-13 | 1,385,123 | 73,636 | 1,311,487 | 1 | 55.9 | 25.9 | 11.6 | 6.6 | TLT:14.8%;VTI:20.6%;HYG:20.6%;MSFT:10.5%;BND:13.9%;QQQ:19.6% | US:71.6;EU:9.5;APAC:11.9;EM:6.7;Other:0.2 | Value:-0.6;Growth:+0.4;Quality:+0.7;Size:+0.6;Momentum:+0.8;LowVol:+0.5 | NoDerivatives | 5 | 30 | 5.5 | trailing 8% | 120 | 22.3 | Volatile | 24.6 | 4.29 | 2.7 | 116 | 18 | 53 | 67 | false | Sell | Trim extended winner -1% | 31 | -10 | BrokerA | MKT | 97 | null | null | Normal monitoring | -37 | -46 | 25 | 4 | false | Tax-aware sells next window |
P9216 | Opportunistic | 401k | USD | 2025-07-07 | 1,547,890 | 129,501 | 1,418,389 | 1 | 60.7 | 19.1 | 12.5 | 7.7 | VTI:28.7%;GLD:28.7%;XLF:16.2%;BND:26.5% | US:62.1;EU:18.1;APAC:11.4;EM:4.4;Other:4.0 | Value:+0.6;Growth:+1.0;Quality:+0.2;Size:-0.4;Momentum:-0.3;LowVol:+0.6 | null | 5 | 30 | 6.1 | trailing 9% | 171 | 31.3 | Volatile | 23.8 | 4.84 | 3.8 | 119 | 10 | 53 | 56 | false | NoAction | Within bands; monitor | 25 | 5 | BrokerD | LMT | 98 | null | null | Normal monitoring | -3 | -50 | 73 | 4 | false | Monitor dispersion and breadth |
P9217 | Cautious | IRA | USD | 2025-05-31 | 334,133 | 26,810 | 307,323 | 1 | 43.6 | 38.3 | 1.8 | 16.3 | QQQ:26.5%;BND:20.4%;AAPL:26.5%;TSLA:26.5% | US:69.1;EU:16.7;APAC:7.2;EM:4.0;Other:2.9 | Value:+0.3;Growth:-0.6;Quality:+0.8;Size:-0.9;Momentum:-0.5;LowVol:+0.9 | NoMargin | 5 | 30 | 3.7 | hard 10% | 148 | 18.2 | Volatile | 20.8 | 3.93 | 3.7 | 129 | -34 | 18 | 46 | false | Sell | Trim extended winner -1% | -4 | -14 | BrokerB | MKT | 90 | null | null | Normal monitoring | -24 | -55 | 52 | 3 | false | Tax-aware sells next window |
P9218 | Cautious | IRA | USD | 2025-03-19 | 671,448 | 100,205 | 571,243 | 1 | 37.7 | 41.8 | 6 | 14.5 | GLD:33.3%;MUB:33.3%;XLF:33.3% | US:76.2;EU:6.3;APAC:12.4;EM:4.7;Other:0.5 | Value:-0.3;Growth:-0.2;Quality:-0.3;Size:+0.8;Momentum:+0.6;LowVol:-0.9 | NoMargin | 7 | 30 | 4.6 | trailing 8% | 134 | 18.5 | Bull | 17.3 | 4.5 | 2.6 | 74 | 62 | 75 | 35 | false | Sell | Trim extended winner -1% | -11 | -32 | BrokerA | MKT | 93 | null | null | Normal monitoring | 56 | -28 | 22 | 4 | false | Tighten stops on momentum names |
P9219 | Active | Trust | USD | 2024-12-28 | 1,507,495 | 113,757 | 1,393,738 | 1 | 53.3 | 25.5 | 11.5 | 9.7 | HYG:33.3%;MUB:33.3%;AAPL:33.3% | US:63.9;EU:12.9;APAC:13.1;EM:6.9;Other:3.2 | Value:+0.5;Growth:-0.3;Quality:-0.2;Size:-0.4;Momentum:+0.3;LowVol:-0.2 | MaxPos7%;NoDerivatives | 7 | 25 | 4.9 | hard 12% | 178 | 21.2 | Bull | 14.4 | 4.06 | 3.1 | 90 | 75 | 73 | 50 | false | Buy | Add to core equity +1% | 16 | -21 | BrokerA | MKT | 95 | null | null | Normal monitoring | -14 | -19 | -29 | 3 | false | Tax-aware sells next window |
P9220 | Cautious | Roth | USD | 2025-10-26 | 274,376 | 33,867 | 240,509 | 1 | 42.9 | 44.6 | 1.2 | 11.3 | AMZN:27.1%;VNQ:25.6%;VTI:20.2%;AAPL:27.1% | US:67.1;EU:17.1;APAC:8.3;EM:5.4;Other:2.1 | Value:0.0;Growth:+0.1;Quality:-0.7;Size:+1.0;Momentum:-0.3;LowVol:-0.5 | NoDerivatives;NoMargin | 8 | 35 | 5.7 | trailing 10% | 165 | 14.2 | Bull | 17.4 | 3.5 | 3.4 | 86 | 12 | 63 | 44 | false | Sell | Trim extended winner -1% | 24 | -2 | BrokerB | LMT | 99 | null | null | Normal monitoring | -28 | 3 | 95 | 5 | false | Tighten stops on momentum names |
P9221 | Cautious | 401k | USD | 2025-06-25 | 819,963 | 68,983 | 750,980 | 1 | 35.8 | 35.8 | 14.3 | 14 | BRK.B:16.8%;XLF:7.5%;TSLA:16.6%;HYG:21.2%;VNQ:21.2%;VOO:16.7% | US:69.8;EU:6.6;APAC:6.8;EM:13.5;Other:3.3 | Value:-0.7;Growth:-0.2;Quality:+0.6;Size:+0.9;Momentum:+0.1;LowVol:+0.1 | MaxPos6%;NoDerivatives;NoMargin | 10 | 30 | 3 | trailing 8% | 131 | 13.3 | Volatile | 23.8 | 3.63 | 4.2 | 128 | 60 | 81 | 44 | false | NoAction | Within bands; monitor | 29 | -14 | BrokerA | VWAP | 87 | null | null | Normal monitoring | -39 | 8 | 45 | 3 | false | Tax-aware sells next window |
P9222 | Systematic | 401k | USD | 2025-12-04 | 1,988,303 | 154,794 | 1,833,509 | 1 | 62.6 | 26.3 | 2.2 | 8.8 | MUB:14.1%;QQQ:13.8%;XLF:17.8%;VTI:20.1%;HYG:20.1%;AAPL:14.0% | US:66.7;EU:6.6;APAC:14.3;EM:9.3;Other:3.1 | Value:-0.6;Growth:-0.2;Quality:-0.0;Size:-0.3;Momentum:+0.1;LowVol:-0.3 | MaxPos8%;NoDerivatives | 5 | 25 | 5.3 | trailing 8% | 144 | 20.4 | Volatile | 23.3 | 4.41 | 4.1 | 167 | 23 | 64 | 64 | false | Rebalance | Shift +1% to bonds from equity | -2 | -3 | BrokerD | LMT | 88 | null | null | Normal monitoring | 41 | 8 | 162 | 3 | false | Tighten stops on momentum names |
P9223 | Systematic | Trust | USD | 2024-12-27 | 1,532,048 | 117,605 | 1,414,443 | 1 | 63.5 | 24.6 | 4.1 | 7.7 | TSLA:21.2%;TLT:19.5%;AMZN:21.2%;XLF:5.9%;VNQ:11.1%;BRK.B:21.2% | US:66.2;EU:12.2;APAC:7.4;EM:12.0;Other:2.2 | Value:-0.2;Growth:+0.4;Quality:-0.5;Size:-0.2;Momentum:+0.3;LowVol:+0.1 | NoDerivatives | 8 | 25 | 4.6 | trailing 8% | 131 | 17 | Sideways | 16.6 | 4.91 | 2.8 | 130 | -18 | 48 | 44 | false | Rebalance | Shift +1% to bonds from equity | 28 | -38 | BrokerC | MKT | 88 | null | null | Normal monitoring | -56 | -22 | -10 | 4 | false | Tighten stops on momentum names |
P9224 | Systematic | 401k | USD | 2025-03-16 | 961,441 | 73,711 | 887,730 | 1 | 58.7 | 20.6 | 13.1 | 7.6 | TSLA:33.3%;QQQ:33.3%;GLD:33.3% | US:65.7;EU:15.0;APAC:6.3;EM:9.7;Other:3.4 | Value:+0.9;Growth:-0.4;Quality:-0.0;Size:0.0;Momentum:-0.5;LowVol:+0.2 | MaxPos5% | 8 | 30 | 4.7 | hard 12% | 160 | 18.2 | Bull | 13.6 | 4.05 | 2 | 102 | 37 | 64 | 35 | false | Rebalance | Shift +1% to bonds from equity | -9 | -10 | BrokerC | LMT | 88 | null | null | Normal monitoring | 71 | 2 | 159 | 5 | false | Increase defensive factor exposure |
P9225 | Cautious | Roth | USD | 2025-08-10 | 255,721 | 32,947 | 222,774 | 1 | 41.5 | 41.6 | 0 | 16.8 | BND:24.7%;GLD:26.5%;BRK.B:26.5%;AMZN:22.3% | US:71.6;EU:8.7;APAC:6.8;EM:10.8;Other:2.1 | Value:-0.7;Growth:-0.1;Quality:+0.8;Size:+1.0;Momentum:-0.2;LowVol:+0.7 | NoMargin | 5 | 35 | 5.5 | trailing 8% | 143 | 17 | Bull | 13.5 | 4.68 | 2.9 | 70 | 117 | 100 | 23 | false | Hedge | Add TLT +1% as duration hedge | 15 | -2 | BrokerB | MKT | 96 | null | null | Normal monitoring | -40 | -55 | 20 | 3 | false | Increase defensive factor exposure |
P9226 | Systematic | IRA | USD | 2025-03-06 | 1,817,858 | 102,957 | 1,714,901 | 1 | 55.8 | 26.8 | 8.6 | 8.8 | TLT:19.0%;QQQ:16.7%;BRK.B:18.4%;XLF:23.0%;GLD:23.0% | US:68.9;EU:12.5;APAC:9.1;EM:4.8;Other:4.8 | Value:+0.7;Growth:-0.4;Quality:-0.3;Size:+0.8;Momentum:+0.9;LowVol:+0.9 | NoDerivatives | 6 | 25 | 5.2 | trailing 9% | 209 | 20.1 | Sideways | 21.3 | 4.8 | 2.7 | 138 | 39 | 70 | 49 | false | Rebalance | Shift +1% to bonds from equity | 12 | 1 | BrokerC | VWAP | 90 | null | null | Normal monitoring | -7 | 5 | -39 | 5 | false | Tax-aware sells next window |
P9227 | Opportunistic | Trust | USD | 2025-02-12 | 858,327 | 42,209 | 816,118 | 1 | 68.2 | 11.6 | 12.7 | 7.5 | TLT:23.5%;HYG:26.0%;GLD:26.0%;BRK.B:24.4% | US:62.5;EU:14.5;APAC:13.5;EM:7.5;Other:2.0 | Value:+0.4;Growth:+1.0;Quality:-0.5;Size:-0.5;Momentum:-0.6;LowVol:-0.6 | null | 7 | 30 | 5.6 | trailing 9% | 247 | 25.4 | Bull | 11.2 | 3.61 | 2.1 | 95 | 69 | 93 | 35 | false | Buy | Add to core equity +1% | 22 | 14 | BrokerD | LMT | 95 | null | null | Normal monitoring | 119 | -5 | 151 | 4 | false | Increase defensive factor exposure |
P9228 | Hands-off | Taxable | USD | 2025-06-11 | 528,873 | 51,304 | 477,569 | 1 | 60.3 | 25.3 | 8.5 | 5.8 | VTI:20.0%;IEF:10.4%;BRK.B:21.6%;BND:21.6%;AAPL:13.6%;MUB:12.9% | US:57.7;EU:16.4;APAC:9.6;EM:11.4;Other:4.9 | Value:-0.2;Growth:-0.1;Quality:-0.7;Size:-0.1;Momentum:-0.4;LowVol:-0.7 | ESGOnly | 5 | 25 | 3.4 | trailing 8% | 134 | 15.8 | Volatile | 26.8 | 5.04 | 2.7 | 151 | -17 | 44 | 66 | false | Buy | Add to core equity +1% | -8 | -3 | BrokerC | MKT | 88 | null | null | Normal monitoring | 9 | 6 | -13 | 5 | false | Tax-aware sells next window |
P9229 | Cautious | Roth | USD | 2025-11-01 | 847,908 | 78,683 | 769,225 | 1 | 48.6 | 40 | 0 | 11.4 | BND:18.6%;QQQ:22.4%;IEF:8.3%;TSLA:22.4%;AAPL:18.8%;HYG:9.5% | US:60.5;EU:15.9;APAC:11.4;EM:10.2;Other:1.9 | Value:-0.9;Growth:-0.9;Quality:-0.2;Size:+0.1;Momentum:-0.0;LowVol:-0.4 | NoDerivatives;NoMargin | 10 | 35 | 5.9 | trailing 8% | 112 | 19 | Bull | 15.9 | 3.77 | 2.7 | 119 | 102 | 98 | 36 | false | Rebalance | Shift +1% to bonds from equity | 29 | -4 | BrokerD | MKT | 100 | null | null | Normal monitoring | 14 | 16 | -23 | 4 | false | Within IPS guidelines |
P9230 | Systematic | 401k | USD | 2025-12-18 | 1,297,401 | 85,614 | 1,211,787 | 1 | 59.9 | 21.2 | 10.6 | 8.3 | VTI:27.2%;MSFT:27.2%;GLD:25.5%;VNQ:20.1% | US:69.0;EU:11.1;APAC:11.9;EM:5.0;Other:3.0 | Value:+1.0;Growth:+0.4;Quality:-0.8;Size:+0.7;Momentum:-0.3;LowVol:+0.6 | NoDerivatives | 6 | 30 | 5.9 | trailing 8% | 121 | 22.1 | Volatile | 29.9 | 4.55 | 2.3 | 121 | -3 | 49 | 67 | true | Hedge | Buy index puts 1% notional | 13 | -9 | BrokerC | MKT | 85 | VAR>budget | Pause | Risk above budget threshold | 102 | -46 | 72 | 3 | false | Increase defensive factor exposure |
P9231 | Hands-off | Taxable | USD | 2025-02-09 | 255,167 | 17,594 | 237,573 | 1 | 59.9 | 21.6 | 12.6 | 5.9 | QQQ:6.9%;AMZN:22.2%;GLD:12.0%;VTI:22.2%;TLT:18.1%;AAPL:18.6% | US:64.5;EU:13.8;APAC:9.9;EM:8.9;Other:2.9 | Value:-0.4;Growth:-0.1;Quality:-0.7;Size:-0.3;Momentum:-1.0;LowVol:+0.8 | ESGOnly | 10 | 35 | 5.5 | trailing 8% | 99 | 18.3 | Bull | 12.2 | 4.33 | 2.4 | 75 | 76 | 100 | 41 | false | Buy | Add to core equity +1% | 25 | 12 | BrokerD | MKT | 91 | null | null | Normal monitoring | 81 | -44 | 162 | 4 | false | Increase defensive factor exposure |
P9232 | Active | IRA | USD | 2025-02-16 | 519,541 | 45,591 | 473,950 | 1 | 56.9 | 29.6 | 7.4 | 6.2 | IEF:26.0%;AAPL:26.0%;BRK.B:22.1%;MUB:26.0% | US:62.1;EU:14.8;APAC:10.5;EM:8.6;Other:4.1 | Value:-0.6;Growth:+0.3;Quality:-0.3;Size:+0.7;Momentum:+0.7;LowVol:-0.3 | null | 10 | 35 | 4 | trailing 9% | 151 | 23 | Volatile | 30.7 | 4.01 | 3.8 | 156 | 37 | 73 | 70 | true | Hedge | Buy index puts 1% notional | 32 | -2 | BrokerC | LMT | 91 | VAR>budget | Reduce | Risk above budget threshold | 4 | -24 | 92 | 5 | false | Tighten stops on momentum names |
P9233 | Systematic | IRA | USD | 2025-01-21 | 1,862,457 | 108,525 | 1,753,932 | 1 | 62.3 | 29.6 | 0 | 8 | HYG:25.2%;VOO:25.2%;AMZN:12.3%;BRK.B:11.2%;BND:10.4%;MUB:15.6% | US:66.3;EU:12.4;APAC:9.7;EM:7.7;Other:3.9 | Value:-0.8;Growth:-0.8;Quality:-0.9;Size:-0.3;Momentum:-0.0;LowVol:+0.2 | NoDerivatives | 7 | 35 | 5.2 | trailing 8% | 215 | 23.8 | Bull | 17.4 | 4.9 | 3.4 | 80 | 106 | 100 | 53 | false | Buy | Add to core equity +1% | 30 | -4 | BrokerA | MKT | 98 | null | null | Normal monitoring | -59 | -28 | -71 | 3 | false | Tighten stops on momentum names |
P9234 | Hands-off | Taxable | USD | 2025-09-24 | 225,002 | 21,887 | 203,115 | 1 | 66.5 | 22.7 | 3.2 | 7.6 | MUB:13.4%;TSLA:21.0%;HYG:16.5%;BND:11.4%;TLT:15.8%;IEF:21.9% | US:65.3;EU:10.9;APAC:12.0;EM:8.2;Other:3.6 | Value:-0.4;Growth:+0.1;Quality:-0.4;Size:+0.3;Momentum:-0.3;LowVol:-0.3 | ESGOnly | 7 | 25 | 4.8 | hard 10% | 140 | 17.8 | Bull | 14.6 | 3.75 | 3.1 | 86 | 48 | 59 | 47 | false | Hedge | Add TLT +1% as duration hedge | 21 | 12 | BrokerA | MKT | 97 | null | null | Normal monitoring | 77 | -45 | 43 | 4 | false | Tighten stops on momentum names |
P9235 | Systematic | 401k | USD | 2024-07-22 | 1,229,117 | 117,056 | 1,112,061 | 1 | 56 | 29 | 6.7 | 8.3 | BND:17.0%;MUB:13.4%;AMZN:18.6%;BRK.B:20.0%;TSLA:10.4%;QQQ:20.5% | US:63.8;EU:11.3;APAC:14.8;EM:6.5;Other:3.6 | Value:-0.6;Growth:-1.0;Quality:+0.8;Size:-0.9;Momentum:-0.0;LowVol:-0.9 | MaxPos6% | 10 | 25 | 5.4 | trailing 8% | 191 | 25.8 | Bull | 11.3 | 3.61 | 2.7 | 81 | 110 | 98 | 26 | false | Sell | Trim extended winner -1% | 1 | -20 | BrokerA | LMT | 96 | null | null | Normal monitoring | 32 | -38 | 81 | 5 | false | Tax-aware sells next window |
P9236 | Cautious | 401k | USD | 2025-10-30 | 602,355 | 94,398 | 507,957 | 1 | 37.7 | 31.9 | 13.8 | 16.7 | QQQ:22.0%;TLT:22.0%;VNQ:17.8%;TSLA:22.0%;GLD:16.1% | US:60.5;EU:11.9;APAC:15.8;EM:9.3;Other:2.4 | Value:-0.8;Growth:+0.8;Quality:-0.5;Size:+0.6;Momentum:-0.7;LowVol:-0.7 | MaxPos8%;NoDerivatives;NoMargin | 8 | 35 | 3.5 | trailing 8% | 136 | 15.9 | Bull | 17.6 | 4.38 | 3.2 | 74 | 72 | 98 | 45 | false | Rebalance | Shift +1% to bonds from equity | 35 | -40 | BrokerD | MKT | 86 | null | null | Normal monitoring | 114 | 20 | 196 | 4 | false | Increase defensive factor exposure |
P9237 | Hands-off | IRA | USD | 2025-01-22 | 202,499 | 8,502 | 193,997 | 1 | 65.1 | 26.1 | 0 | 8.8 | HYG:29.0%;BND:29.0%;MSFT:19.3%;AAPL:22.7% | US:66.7;EU:10.7;APAC:13.0;EM:7.2;Other:2.3 | Value:+0.6;Growth:-1.0;Quality:+1.0;Size:+0.1;Momentum:-0.8;LowVol:-0.7 | ESGOnly | 6 | 25 | 5.6 | hard 10% | 153 | 19.8 | Bull | 14.8 | 3.87 | 2.7 | 96 | 7 | 53 | 40 | false | Rebalance | Shift +1% to bonds from equity | -5 | -7 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 92 | -27 | 227 | 3 | false | Increase defensive factor exposure |
P9238 | Active | IRA | USD | 2025-05-15 | 1,630,401 | 158,090 | 1,472,311 | 1 | 64.7 | 18.5 | 9.4 | 7.4 | AAPL:8.0%;GLD:22.9%;VTI:22.9%;QQQ:11.5%;HYG:19.4%;TSLA:15.3% | US:75.6;EU:5.2;APAC:8.7;EM:9.2;Other:1.3 | Value:-0.0;Growth:-0.4;Quality:-0.4;Size:-0.8;Momentum:+0.5;LowVol:+0.2 | MaxPos5% | 6 | 35 | 4.4 | hard 12% | 214 | 17.7 | Volatile | 31 | 4.3 | 4 | 123 | 39 | 83 | 71 | true | Hedge | Buy index puts 1% notional | 32 | -31 | BrokerA | LMT | 90 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -15 | -36 | 56 | 5 | false | Tighten stops on momentum names |
P9239 | Hands-off | IRA | USD | 2025-11-28 | 359,986 | 16,733 | 343,253 | 1 | 60.9 | 26.9 | 5.8 | 6.5 | TLT:21.8%;VTI:28.1%;MUB:22.1%;IEF:28.1% | US:58.6;EU:18.0;APAC:9.9;EM:11.5;Other:2.1 | Value:-0.9;Growth:+0.7;Quality:-0.4;Size:-0.2;Momentum:-0.0;LowVol:-0.2 | MaxPos7% | 8 | 25 | 3.1 | trailing 8% | 117 | 17.1 | Bull | 15.2 | 4.16 | 3.3 | 95 | 22 | 58 | 45 | false | Sell | Trim extended winner -1% | -14 | 14 | BrokerA | MKT | 89 | null | null | Normal monitoring | 13 | -5 | 119 | 4 | false | Increase defensive factor exposure |
P9240 | Systematic | IRA | USD | 2024-08-25 | 986,938 | 73,590 | 913,348 | 1 | 65.7 | 29 | 0 | 5.4 | XLF:33.3%;MUB:33.3%;HYG:33.3% | US:66.1;EU:14.0;APAC:9.7;EM:7.5;Other:2.7 | Value:+0.6;Growth:+1.0;Quality:-0.9;Size:+0.1;Momentum:-0.2;LowVol:+0.5 | MaxPos7%;NoDerivatives | 8 | 35 | 5.5 | hard 12% | 199 | 18.9 | Sideways | 16.5 | 4.07 | 3.2 | 108 | 41 | 84 | 48 | false | Rebalance | Shift +1% to bonds from equity | -4 | 8 | BrokerB | MKT | 96 | null | null | Normal monitoring | 98 | -46 | 151 | 5 | false | Increase defensive factor exposure |
P9241 | Active | 401k | USD | 2025-07-20 | 1,592,304 | 187,548 | 1,404,756 | 1 | 61 | 27.7 | 5.2 | 6.1 | IEF:23.1%;MUB:8.2%;GLD:23.1%;AAPL:23.1%;XLF:22.4% | US:68.0;EU:9.3;APAC:10.2;EM:6.7;Other:5.7 | Value:+0.1;Growth:-0.6;Quality:+0.8;Size:+0.7;Momentum:+0.1;LowVol:+0.9 | MaxPos6%;NoDerivatives | 7 | 25 | 4.6 | hard 12% | 141 | 20.8 | Volatile | 23.9 | 5.18 | 3.7 | 134 | 32 | 79 | 61 | false | Rebalance | Shift +1% to bonds from equity | -5 | -9 | BrokerA | LMT | 91 | null | null | Normal monitoring | -51 | -26 | 23 | 3 | false | Increase defensive factor exposure |
P9242 | Cautious | 401k | USD | 2025-10-13 | 315,303 | 49,923 | 265,380 | 1 | 46.8 | 39.3 | 2.8 | 11.2 | BRK.B:25.6%;TLT:25.6%;GLD:25.6%;XLF:23.3% | US:60.9;EU:9.7;APAC:12.9;EM:13.3;Other:3.2 | Value:-1.0;Growth:+0.6;Quality:+0.2;Size:-0.0;Momentum:+0.4;LowVol:-0.0 | MaxPos6%;NoDerivatives;NoMargin | 5 | 25 | 5.7 | trailing 10% | 130 | 19.1 | Sideways | 15.8 | 4.37 | 2.3 | 113 | 40 | 77 | 37 | false | Rebalance | Shift +1% to bonds from equity | -10 | -19 | BrokerC | LMT | 91 | null | null | Normal monitoring | 83 | -46 | 175 | 3 | false | Within IPS guidelines |
P9243 | Cautious | 401k | USD | 2025-04-29 | 632,879 | 75,720 | 557,159 | 1 | 43 | 40.9 | 0 | 16.1 | IEF:21.7%;VNQ:26.1%;MSFT:26.1%;TSLA:26.1% | US:62.3;EU:19.0;APAC:11.5;EM:6.1;Other:1.2 | Value:-0.7;Growth:+0.2;Quality:-0.5;Size:-0.3;Momentum:+0.5;LowVol:-1.0 | ESGOnly;MaxPos7%;NoMargin | 6 | 35 | 4.6 | trailing 10% | 139 | 19.1 | Bull | 11.4 | 3.55 | 3.3 | 98 | 69 | 92 | 37 | false | Rebalance | Shift +1% to bonds from equity | -14 | -11 | BrokerB | LMT | 90 | null | null | Normal monitoring | 77 | -43 | 86 | 5 | false | Monitor dispersion and breadth |
P9244 | Active | Taxable | USD | 2025-07-07 | 1,695,972 | 185,719 | 1,510,253 | 1 | 62.3 | 18.7 | 10 | 9.1 | AMZN:21.3%;QQQ:18.3%;MUB:6.1%;IEF:21.3%;TLT:14.2%;VNQ:18.7% | US:67.3;EU:7.2;APAC:14.2;EM:6.2;Other:5.1 | Value:+0.7;Growth:+0.6;Quality:-0.5;Size:-0.7;Momentum:+0.3;LowVol:-0.5 | MaxPos6% | 6 | 35 | 5.4 | trailing 9% | 167 | 24.4 | Sideways | 21.4 | 4.23 | 3.2 | 91 | -1 | 46 | 63 | false | Hedge | Add TLT +1% as duration hedge | 7 | -21 | BrokerA | MKT | 97 | null | null | Normal monitoring | 12 | -1 | 132 | 4 | false | Increase defensive factor exposure |
P9245 | Cautious | Taxable | USD | 2025-02-09 | 205,061 | 22,480 | 182,581 | 1 | 45.6 | 31.2 | 9.2 | 14 | HYG:21.8%;AAPL:21.8%;VTI:12.4%;BND:9.1%;MUB:21.8%;VNQ:13.0% | US:76.3;EU:7.8;APAC:6.9;EM:8.2;Other:0.8 | Value:+0.1;Growth:+0.9;Quality:-0.7;Size:+0.3;Momentum:-0.8;LowVol:+0.1 | ESGOnly;MaxPos5%;NoMargin | 7 | 30 | 5.9 | trailing 8% | 115 | 12.4 | Bear | 33 | 4.4 | 2.7 | 132 | 18 | 66 | 81 | true | Hedge | Buy index puts 1% notional | 27 | -34 | BrokerC | VWAP | 95 | VAR>budget | Pause | Risk above budget threshold | 111 | -31 | 95 | 5 | false | Tax-aware sells next window |
P9246 | Active | IRA | USD | 2025-01-29 | 722,129 | 63,768 | 658,361 | 1 | 60.1 | 29.8 | 4.9 | 5.3 | AAPL:24.4%;AMZN:9.5%;IEF:24.4%;MSFT:20.8%;HYG:10.2%;VNQ:10.7% | US:61.4;EU:15.8;APAC:10.3;EM:10.6;Other:1.9 | Value:-0.2;Growth:-0.6;Quality:-0.9;Size:+0.3;Momentum:+0.9;LowVol:-0.6 | null | 7 | 25 | 5 | trailing 9% | 122 | 18.7 | Sideways | 14.9 | 4.12 | 3.4 | 96 | 21 | 56 | 51 | false | Sell | Trim extended winner -1% | -12 | -26 | BrokerD | MKT | 87 | null | null | Normal monitoring | 25 | -28 | -12 | 5 | false | Within IPS guidelines |
P9247 | Active | Trust | USD | 2025-05-30 | 741,476 | 59,496 | 681,980 | 1 | 67.6 | 19.2 | 7.1 | 6.1 | VOO:18.8%;IEF:21.5%;HYG:21.5%;AAPL:21.0%;MUB:17.3% | US:63.7;EU:12.1;APAC:15.6;EM:5.8;Other:2.9 | Value:-0.4;Growth:-0.1;Quality:+0.9;Size:+0.1;Momentum:+0.3;LowVol:+1.0 | null | 5 | 35 | 5 | trailing 9% | 134 | 17.8 | Sideways | 21.8 | 3.56 | 2.6 | 99 | -6 | 43 | 59 | false | Buy | Add to core equity +1% | -9 | 5 | BrokerD | VWAP | 85 | null | null | Normal monitoring | -24 | -2 | 18 | 3 | false | Monitor dispersion and breadth |
P9248 | Opportunistic | Trust | USD | 2025-06-04 | 532,662 | 28,530 | 504,132 | 1 | 72.5 | 15.6 | 4.9 | 7 | QQQ:21.8%;GLD:19.1%;VTI:21.8%;TSLA:16.4%;VOO:20.9% | US:61.7;EU:9.7;APAC:12.7;EM:10.7;Other:5.3 | Value:-0.9;Growth:-0.8;Quality:+0.5;Size:-1.0;Momentum:-0.0;LowVol:+0.1 | MaxPos5%;NoDerivatives | 8 | 30 | 5.3 | hard 12% | 228 | 26.5 | Sideways | 17.4 | 4.76 | 3.1 | 109 | -7 | 49 | 58 | false | Buy | Add to core equity +1% | -10 | -2 | BrokerA | MKT | 97 | null | null | Normal monitoring | -3 | -29 | 43 | 3 | false | Tighten stops on momentum names |
P9249 | Cautious | Trust | USD | 2024-07-14 | 869,326 | 133,922 | 735,404 | 1 | 35.2 | 33 | 14.6 | 17.2 | IEF:26.0%;MSFT:22.1%;HYG:26.0%;MUB:26.0% | US:74.3;EU:9.5;APAC:11.0;EM:3.1;Other:2.1 | Value:0.0;Growth:-0.4;Quality:+0.9;Size:+1.0;Momentum:+0.4;LowVol:-0.4 | MaxPos7%;NoMargin | 5 | 30 | 5.7 | trailing 8% | 135 | 18.2 | Bull | 14.5 | 3.56 | 2.1 | 119 | 109 | 94 | 36 | false | Rebalance | Shift +1% to bonds from equity | 14 | -6 | BrokerD | MKT | 91 | null | null | Normal monitoring | 45 | -20 | 50 | 5 | false | Within IPS guidelines |
P9250 | Hands-off | 401k | USD | 2025-07-20 | 250,051 | 24,118 | 225,933 | 1 | 62.5 | 18.6 | 12 | 6.9 | GLD:19.9%;TSLA:10.6%;BND:24.0%;IEF:24.0%;VOO:21.5% | US:62.5;EU:15.8;APAC:13.0;EM:6.4;Other:2.3 | Value:+0.8;Growth:-0.5;Quality:-0.5;Size:-0.5;Momentum:+0.3;LowVol:-0.9 | MaxPos5% | 6 | 25 | 4.6 | trailing 8% | 132 | 12.7 | Bear | 34.7 | 3.93 | 2.1 | 136 | -65 | 19 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 24 | 3 | BrokerC | MKT | 88 | VAR>budget | TightenStops | Risk above budget threshold | 59 | -16 | 189 | 2 | false | Increase defensive factor exposure |
P9251 | Systematic | 401k | USD | 2024-10-30 | 1,239,608 | 88,085 | 1,151,523 | 1 | 56.9 | 24.1 | 11.4 | 7.6 | XLF:37.2%;HYG:37.2%;GLD:25.7% | US:64.7;EU:13.6;APAC:11.2;EM:6.8;Other:3.7 | Value:+0.9;Growth:+0.2;Quality:+0.4;Size:-0.1;Momentum:-0.4;LowVol:-0.5 | null | 8 | 35 | 5.6 | hard 12% | 135 | 16.5 | Volatile | 31.2 | 5.41 | 2.3 | 156 | -51 | 9 | 67 | false | Rebalance | Shift +1% to bonds from equity | 1 | -2 | BrokerD | MKT | 88 | null | null | Normal monitoring | -59 | -53 | 62 | 4 | false | Tax-aware sells next window |
P9252 | Hands-off | Trust | USD | 2025-02-01 | 836,727 | 45,906 | 790,821 | 1 | 70.9 | 21.2 | 0.6 | 7.4 | HYG:24.4%;IEF:19.5%;TLT:24.4%;MUB:12.2%;TSLA:19.6% | US:71.0;EU:10.6;APAC:7.5;EM:9.7;Other:1.2 | Value:-0.9;Growth:+0.6;Quality:-0.5;Size:+0.7;Momentum:-0.6;LowVol:+0.2 | ESGOnly | 10 | 25 | 4.6 | trailing 8% | 130 | 17.3 | Volatile | 24.9 | 4.16 | 3.6 | 110 | -4 | 39 | 78 | true | Rebalance | Rebalance back to target bands | 11 | -28 | BrokerA | MKT | 98 | VAR>budget | Reduce | Risk above budget threshold | 69 | -58 | 182 | 2 | true | Increase defensive factor exposure |
P9253 | Opportunistic | IRA | USD | 2025-04-04 | 1,740,579 | 53,758 | 1,686,821 | 1 | 72.6 | 16.8 | 4.8 | 5.8 | IEF:23.4%;TLT:12.3%;MUB:23.2%;VNQ:23.4%;VTI:17.8% | US:59.2;EU:9.3;APAC:15.8;EM:11.7;Other:4.0 | Value:+0.6;Growth:-1.0;Quality:-1.0;Size:+0.7;Momentum:-0.9;LowVol:+0.7 | null | 8 | 30 | 6.5 | trailing 7% | 243 | 30.3 | Bear | 22.4 | 3.67 | 2.2 | 163 | -27 | 51 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | -12 | BrokerB | MKT | 93 | VAR>budget | Reduce | Risk above budget threshold | -38 | -27 | 82 | 4 | false | Tighten stops on momentum names |
P9254 | Active | 401k | USD | 2025-10-29 | 933,437 | 109,494 | 823,943 | 1 | 55.6 | 27.7 | 8.3 | 8.4 | TLT:12.1%;BND:18.0%;MUB:20.3%;QQQ:24.8%;VOO:24.8% | US:66.7;EU:11.3;APAC:8.5;EM:10.7;Other:2.8 | Value:-0.6;Growth:+0.2;Quality:+1.0;Size:-1.0;Momentum:+0.9;LowVol:+0.2 | MaxPos8% | 7 | 35 | 4.6 | trailing 9% | 188 | 27.3 | Sideways | 16.2 | 3.64 | 3.2 | 131 | -20 | 34 | 51 | false | Sell | Trim extended winner -1% | 11 | -30 | BrokerD | MKT | 99 | null | null | Normal monitoring | 77 | 17 | 67 | 4 | false | Monitor dispersion and breadth |
P9255 | Cautious | IRA | USD | 2025-03-20 | 314,576 | 41,029 | 273,547 | 1 | 47 | 38.6 | 0 | 14.4 | HYG:7.5%;QQQ:23.4%;TLT:23.4%;TSLA:22.4%;AAPL:23.4% | US:72.6;EU:10.2;APAC:5.0;EM:7.8;Other:4.4 | Value:-0.8;Growth:-0.9;Quality:-0.1;Size:-0.2;Momentum:-0.3;LowVol:-0.4 | ESGOnly;NoMargin | 7 | 30 | 3.9 | trailing 8% | 105 | 18.7 | Bear | 34.1 | 3.88 | 1.8 | 190 | -11 | 40 | 84 | true | Hedge | Buy index puts 1% notional | 25 | -18 | BrokerD | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 82 | 9 | 49 | 5 | false | Tighten stops on momentum names |
P9256 | Cautious | Roth | USD | 2024-07-13 | 366,624 | 46,219 | 320,405 | 1 | 44.3 | 32.7 | 9.4 | 13.5 | VNQ:22.2%;XLF:7.7%;MSFT:22.2%;AAPL:11.8%;VTI:13.8%;GLD:22.2% | US:63.6;EU:10.9;APAC:10.7;EM:10.8;Other:4.0 | Value:+0.9;Growth:-0.4;Quality:+0.9;Size:+0.2;Momentum:+0.1;LowVol:-0.7 | MaxPos8%;NoMargin | 5 | 25 | 5.2 | trailing 8% | 96 | 19.1 | Bear | 27.5 | 3.21 | 2.8 | 214 | -110 | 5 | 69 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | -8 | BrokerB | MKT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 87 | -30 | 184 | 5 | true | Tax-aware sells next window |
P9257 | Hands-off | Trust | USD | 2025-11-19 | 337,429 | 24,156 | 313,273 | 1 | 56.9 | 23.1 | 11.8 | 8.2 | TSLA:17.6%;XLF:25.7%;VNQ:25.7%;AMZN:15.1%;BND:15.9% | US:62.6;EU:14.3;APAC:12.6;EM:7.9;Other:2.7 | Value:-0.4;Growth:+0.2;Quality:-0.7;Size:+0.1;Momentum:+0.1;LowVol:-0.7 | ESGOnly;NoDerivatives | 8 | 35 | 4.2 | trailing 10% | 165 | 15.9 | Sideways | 20.4 | 4.71 | 2.2 | 133 | 54 | 89 | 61 | true | Hedge | Buy index puts 1% notional | 9 | -40 | BrokerC | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | 43 | -55 | 154 | 5 | false | Monitor dispersion and breadth |
P9258 | Active | Taxable | USD | 2025-08-27 | 2,211,857 | 256,807 | 1,955,050 | 1 | 58.1 | 19.3 | 14.5 | 8.1 | GLD:16.3%;MSFT:11.0%;BRK.B:7.2%;TLT:21.8%;QQQ:21.8%;MUB:21.8% | US:66.1;EU:13.0;APAC:11.5;EM:7.2;Other:2.2 | Value:-0.4;Growth:-0.8;Quality:-0.2;Size:-0.8;Momentum:-0.3;LowVol:+0.3 | null | 6 | 30 | 4.4 | trailing 9% | 181 | 17.2 | Volatile | 21.2 | 4.1 | 4.1 | 118 | -18 | 51 | 57 | false | Buy | Add to core equity +1% | 6 | 7 | BrokerB | MKT | 100 | null | null | Normal monitoring | 81 | -45 | 206 | 5 | false | Tax-aware sells next window |
P9259 | Systematic | Roth | USD | 2025-07-29 | 1,526,424 | 127,290 | 1,399,134 | 1 | 68.2 | 25.9 | 0 | 5.9 | BRK.B:9.8%;BND:22.8%;VNQ:21.9%;AAPL:22.8%;TSLA:22.8% | US:56.2;EU:18.9;APAC:12.4;EM:12.3;Other:0.2 | Value:+0.1;Growth:+0.4;Quality:+0.5;Size:-0.8;Momentum:+0.7;LowVol:-0.7 | NoDerivatives | 10 | 30 | 5.3 | trailing 9% | 151 | 18.7 | Sideways | 14.6 | 3.74 | 2.9 | 114 | 20 | 65 | 52 | true | Hedge | Buy index puts 1% notional | 2 | 11 | BrokerC | VWAP | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 64 | 10 | 178 | 4 | true | Tax-aware sells next window |
P9260 | Systematic | Roth | USD | 2025-05-01 | 910,982 | 71,670 | 839,312 | 1 | 64.7 | 23.9 | 3.1 | 8.4 | XLF:19.3%;IEF:23.3%;MSFT:17.3%;VNQ:23.3%;HYG:16.7% | US:64.3;EU:15.7;APAC:8.6;EM:10.9;Other:0.4 | Value:-0.4;Growth:+0.7;Quality:+0.6;Size:+0.1;Momentum:-0.1;LowVol:0.0 | null | 8 | 30 | 4.8 | hard 12% | 208 | 27.3 | Bull | 13.9 | 4.51 | 3.5 | 101 | 107 | 89 | 40 | false | Sell | Trim extended winner -1% | 5 | -6 | BrokerA | MKT | 85 | null | null | Normal monitoring | 0 | -10 | 120 | 5 | false | Tax-aware sells next window |
P9261 | Cautious | IRA | USD | 2025-05-27 | 235,093 | 25,570 | 209,523 | 1 | 41.6 | 41.3 | 5.2 | 11.9 | AMZN:26.8%;BND:27.1%;BRK.B:27.1%;VNQ:19.1% | US:71.4;EU:11.8;APAC:7.0;EM:7.3;Other:2.5 | Value:+0.6;Growth:-0.5;Quality:-0.6;Size:-0.0;Momentum:-0.6;LowVol:-0.7 | ESGOnly;NoMargin | 7 | 35 | 4.6 | trailing 8% | 107 | 15.8 | Volatile | 31.2 | 4.95 | 3.2 | 123 | 62 | 68 | 64 | false | Buy | Add to core equity +1% | 31 | -33 | BrokerC | LMT | 94 | null | null | Normal monitoring | -51 | 18 | -4 | 4 | false | Increase defensive factor exposure |
P9262 | Active | Trust | USD | 2025-05-05 | 877,655 | 76,203 | 801,452 | 1 | 66.2 | 20.5 | 6.8 | 6.5 | TSLA:34.2%;IEF:31.6%;VTI:34.2% | US:69.5;EU:15.3;APAC:6.9;EM:5.9;Other:2.4 | Value:+0.8;Growth:+0.4;Quality:+0.2;Size:-0.4;Momentum:-0.9;LowVol:-0.4 | null | 8 | 35 | 5 | trailing 9% | 183 | 27.3 | Volatile | 31.7 | 5.06 | 4.5 | 165 | -4 | 57 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | -31 | BrokerB | VWAP | 86 | RegimeShift | Pause | Volatility spike and breadth deterioration | -41 | -13 | -3 | 5 | false | Monitor dispersion and breadth |
P9263 | Opportunistic | IRA | USD | 2025-05-03 | 1,194,111 | 44,702 | 1,149,409 | 1 | 76.3 | 12 | 5.8 | 6 | VTI:26.1%;BND:21.6%;MUB:26.1%;TLT:26.1% | US:64.1;EU:8.9;APAC:11.4;EM:15.0;Other:0.5 | Value:-1.0;Growth:-0.6;Quality:+0.2;Size:+0.5;Momentum:-0.3;LowVol:+0.3 | null | 10 | 25 | 4 | trailing 9% | 171 | 22 | Bull | 13.5 | 4.26 | 2.3 | 96 | 7 | 62 | 61 | false | Rebalance | Shift +1% to bonds from equity | -1 | 5 | BrokerD | MKT | 100 | null | null | Normal monitoring | 101 | -49 | 148 | 3 | false | Within IPS guidelines |
P9264 | Active | Roth | USD | 2024-10-07 | 1,321,811 | 104,139 | 1,217,672 | 1 | 63.4 | 28.1 | 0 | 8.5 | XLF:22.1%;VOO:13.1%;AAPL:22.1%;VTI:20.5%;HYG:22.1% | US:67.0;EU:17.7;APAC:7.8;EM:4.4;Other:3.0 | Value:+0.1;Growth:+0.9;Quality:-0.1;Size:+0.2;Momentum:-0.2;LowVol:+0.8 | null | 7 | 25 | 4.6 | trailing 9% | 135 | 19.4 | Sideways | 19.3 | 3.61 | 2.1 | 111 | 31 | 52 | 51 | false | Rebalance | Shift +1% to bonds from equity | 23 | 15 | BrokerC | MKT | 94 | null | null | Normal monitoring | 42 | -7 | 60 | 4 | false | Monitor dispersion and breadth |
P9265 | Cautious | Trust | USD | 2025-01-22 | 744,160 | 62,229 | 681,931 | 1 | 47.7 | 38.4 | 0 | 13.9 | MUB:22.2%;AMZN:22.2%;XLF:12.0%;VOO:21.3%;BRK.B:22.2% | US:65.2;EU:15.5;APAC:8.1;EM:8.6;Other:2.6 | Value:+0.3;Growth:-0.9;Quality:+0.4;Size:-0.1;Momentum:+0.9;LowVol:-0.0 | MaxPos5%;NoMargin | 8 | 30 | 5.6 | trailing 8% | 115 | 17.5 | Bull | 16.9 | 3.94 | 2.5 | 111 | 63 | 85 | 52 | true | Hedge | Buy index puts 1% notional | 8 | 7 | BrokerB | VWAP | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -39 | 15 | 17 | 2 | false | Within IPS guidelines |
P9266 | Cautious | Trust | USD | 2025-10-22 | 157,599 | 14,554 | 143,045 | 1 | 48.5 | 33.3 | 5.1 | 13.1 | VTI:25.5%;VNQ:23.5%;BRK.B:25.5%;TLT:25.5% | US:60.4;EU:13.2;APAC:11.2;EM:10.6;Other:4.7 | Value:+0.2;Growth:-0.9;Quality:-0.9;Size:+0.2;Momentum:+0.4;LowVol:-0.8 | MaxPos5%;NoDerivatives;NoMargin | 6 | 30 | 5.2 | trailing 10% | 94 | 17.8 | Bull | 17 | 4.81 | 2.8 | 116 | 80 | 99 | 47 | false | Sell | Trim extended winner -1% | 19 | -7 | BrokerB | VWAP | 92 | null | null | Normal monitoring | -18 | 20 | 34 | 5 | false | Increase defensive factor exposure |
P9267 | Systematic | 401k | USD | 2025-10-25 | 542,392 | 44,455 | 497,937 | 1 | 62.3 | 31.5 | 0 | 6.2 | VNQ:11.2%;XLF:20.8%;MUB:20.8%;AMZN:19.7%;MSFT:17.3%;BRK.B:10.3% | US:68.8;EU:11.5;APAC:13.1;EM:4.0;Other:2.6 | Value:-0.7;Growth:+0.4;Quality:+0.4;Size:-1.0;Momentum:-1.0;LowVol:+0.8 | null | 8 | 35 | 4.8 | trailing 8% | 184 | 27.7 | Bull | 14.8 | 4.08 | 3.1 | 74 | 57 | 65 | 36 | false | Buy | Add to core equity +1% | -12 | -12 | BrokerB | MKT | 87 | null | null | Normal monitoring | -18 | -42 | 98 | 5 | false | Increase defensive factor exposure |
P9268 | Hands-off | Roth | USD | 2025-11-07 | 467,823 | 36,110 | 431,713 | 1 | 66.2 | 27.2 | 0 | 6.7 | MUB:9.7%;VNQ:14.6%;BRK.B:19.3%;VTI:22.4%;XLF:22.4%;IEF:11.6% | US:66.6;EU:16.4;APAC:8.2;EM:6.7;Other:2.1 | Value:+0.8;Growth:+0.1;Quality:-0.1;Size:+0.5;Momentum:-0.6;LowVol:-0.5 | MaxPos5% | 7 | 25 | 4 | trailing 8% | 136 | 13.7 | Bull | 17.2 | 4.86 | 2.3 | 110 | 71 | 95 | 60 | false | Buy | Add to core equity +1% | 25 | 7 | BrokerB | LMT | 100 | null | null | Normal monitoring | 103 | -36 | 86 | 4 | false | Within IPS guidelines |
P9269 | Active | 401k | USD | 2025-11-19 | 681,082 | 72,983 | 608,099 | 1 | 58.2 | 29.7 | 5.1 | 7 | TSLA:14.7%;MUB:24.8%;VTI:24.8%;AMZN:19.4%;BRK.B:16.3% | US:65.6;EU:13.9;APAC:5.5;EM:10.9;Other:4.1 | Value:+0.5;Growth:+0.4;Quality:-0.9;Size:+0.4;Momentum:-0.7;LowVol:-0.3 | null | 7 | 30 | 5.2 | trailing 8% | 205 | 25.6 | Bear | 30.6 | 3.53 | 1.2 | 210 | 38 | 56 | 66 | false | Sell | Trim extended winner -1% | 10 | -17 | BrokerA | MKT | 87 | null | null | Normal monitoring | 0 | -35 | 8 | 3 | false | Tighten stops on momentum names |
P9270 | Cautious | 401k | USD | 2024-12-05 | 552,040 | 82,877 | 469,163 | 1 | 42.7 | 40.6 | 0 | 16.7 | VOO:14.2%;XLF:24.8%;BRK.B:11.3%;BND:24.8%;TSLA:24.8% | US:69.5;EU:11.0;APAC:6.4;EM:7.5;Other:5.6 | Value:+0.1;Growth:+0.8;Quality:-0.3;Size:-0.7;Momentum:+0.8;LowVol:-0.7 | NoMargin | 8 | 35 | 4.1 | trailing 8% | 165 | 19.6 | Bull | 15.1 | 4.41 | 2.5 | 93 | 22 | 52 | 44 | false | Buy | Add to core equity +1% | -9 | -7 | BrokerC | LMT | 94 | null | null | Normal monitoring | -24 | 14 | 100 | 4 | false | Within IPS guidelines |
P9271 | Hands-off | IRA | USD | 2024-11-14 | 839,302 | 55,401 | 783,901 | 1 | 68.8 | 26.4 | 0 | 4.9 | GLD:21.4%;XLF:17.7%;TLT:21.4%;QQQ:20.8%;VOO:18.6% | US:64.5;EU:11.3;APAC:12.1;EM:8.3;Other:3.8 | Value:+0.1;Growth:+0.8;Quality:-0.7;Size:-0.6;Momentum:-0.3;LowVol:+1.0 | NoDerivatives | 10 | 30 | 5.6 | trailing 8% | 118 | 17.3 | Sideways | 18.7 | 4.15 | 3.3 | 134 | 56 | 71 | 57 | false | NoAction | Within bands; monitor | 25 | 12 | BrokerA | VWAP | 93 | null | null | Normal monitoring | -23 | 5 | 43 | 4 | false | Tax-aware sells next window |
P9272 | Opportunistic | Taxable | USD | 2025-03-17 | 353,932 | 20,779 | 333,153 | 1 | 66.4 | 17 | 9.8 | 6.7 | BRK.B:22.6%;TLT:23.6%;AAPL:11.3%;GLD:23.6%;HYG:18.8% | US:71.0;EU:16.6;APAC:7.2;EM:4.6;Other:0.5 | Value:+0.9;Growth:-0.5;Quality:-0.3;Size:-0.3;Momentum:+0.6;LowVol:-0.8 | null | 10 | 30 | 6.8 | trailing 9% | 259 | 20.6 | Volatile | 30 | 3.72 | 2.5 | 131 | 37 | 80 | 73 | true | Hedge | Buy index puts 1% notional | 2 | 2 | BrokerC | MKT | 88 | VAR>budget | Reduce | Risk above budget threshold | 114 | -41 | 81 | 3 | false | Within IPS guidelines |
P9273 | Cautious | 401k | USD | 2025-07-20 | 850,457 | 101,475 | 748,982 | 1 | 38 | 32.7 | 12.4 | 16.9 | IEF:33.3%;VTI:33.3%;VOO:33.3% | US:64.3;EU:18.5;APAC:10.3;EM:5.0;Other:1.9 | Value:-0.5;Growth:-0.3;Quality:+0.8;Size:-0.9;Momentum:-0.2;LowVol:0.0 | NoDerivatives;NoMargin | 6 | 25 | 5.4 | trailing 8% | 129 | 19.8 | Bull | 14.6 | 3.71 | 2.2 | 76 | 107 | 90 | 31 | true | Reduce | Cut high-beta by 2-3%, add cash | 11 | -33 | BrokerB | LMT | 97 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -42 | -36 | -10 | 4 | false | Increase defensive factor exposure |
P9274 | Cautious | 401k | USD | 2025-09-29 | 811,180 | 121,896 | 689,284 | 1 | 54.3 | 33.5 | 1.7 | 10.6 | VOO:20.8%;MSFT:18.6%;AAPL:6.4%;MUB:20.8%;TSLA:20.8%;VNQ:12.7% | US:68.1;EU:10.1;APAC:11.7;EM:10.0;Other:0.1 | Value:+0.7;Growth:+0.5;Quality:+0.3;Size:-0.5;Momentum:+0.5;LowVol:+0.1 | NoMargin | 10 | 35 | 4.7 | trailing 8% | 110 | 14.5 | Volatile | 24.5 | 5.12 | 4.1 | 138 | 59 | 76 | 53 | false | Rebalance | Shift +1% to bonds from equity | 8 | 4 | BrokerB | LMT | 95 | null | null | Normal monitoring | 41 | 6 | 96 | 3 | false | Monitor dispersion and breadth |
P9275 | Cautious | Taxable | USD | 2025-12-19 | 639,463 | 90,886 | 548,577 | 1 | 47 | 30 | 8.5 | 14.5 | BND:27.3%;VOO:25.1%;MSFT:20.3%;HYG:27.3% | US:61.0;EU:16.8;APAC:13.6;EM:5.1;Other:3.5 | Value:+0.7;Growth:+0.4;Quality:-0.3;Size:+1.0;Momentum:+0.2;LowVol:-0.4 | NoDerivatives;NoMargin | 7 | 25 | 3.5 | trailing 8% | 101 | 18 | Volatile | 26.6 | 4.26 | 3.3 | 159 | -12 | 58 | 67 | false | Rebalance | Shift +1% to bonds from equity | 27 | -7 | BrokerB | LMT | 87 | null | null | Normal monitoring | 40 | -14 | 157 | 3 | false | Within IPS guidelines |
P9276 | Hands-off | Taxable | USD | 2025-06-23 | 858,713 | 83,224 | 775,489 | 1 | 56.7 | 27.5 | 8.3 | 7.5 | VNQ:23.7%;VTI:22.5%;TSLA:23.7%;AMZN:17.8%;HYG:12.2% | US:64.1;EU:14.3;APAC:9.9;EM:7.1;Other:4.6 | Value:-0.3;Growth:-0.5;Quality:-0.4;Size:+0.1;Momentum:-0.4;LowVol:0.0 | ESGOnly | 10 | 30 | 5.4 | trailing 8% | 118 | 14.2 | Bull | 15.7 | 4.61 | 2.2 | 103 | 77 | 77 | 39 | false | Buy | Add to core equity +1% | -3 | -10 | BrokerC | MKT | 96 | null | null | Normal monitoring | 24 | 13 | 115 | 4 | false | Increase defensive factor exposure |
P9277 | Hands-off | Roth | USD | 2025-11-11 | 240,996 | 15,089 | 225,907 | 1 | 56.5 | 18.3 | 18.4 | 6.7 | AAPL:25.0%;TLT:25.0%;HYG:25.0%;BRK.B:25.0% | US:60.5;EU:16.1;APAC:9.7;EM:12.0;Other:1.6 | Value:+0.8;Growth:-0.7;Quality:0.0;Size:-0.4;Momentum:+0.8;LowVol:+0.6 | NoDerivatives | 6 | 25 | 4.9 | trailing 8% | 123 | 20 | Sideways | 20 | 3.53 | 2.4 | 114 | -19 | 49 | 61 | true | Hedge | Buy index puts 1% notional | -14 | -33 | BrokerA | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | -18 | -33 | 55 | 2 | false | Increase defensive factor exposure |
P9278 | Hands-off | Taxable | USD | 2024-09-06 | 434,511 | 18,002 | 416,509 | 1 | 67.6 | 21.2 | 2.5 | 8.7 | XLF:17.4%;TSLA:6.8%;VOO:22.4%;IEF:22.4%;VNQ:22.4%;QQQ:8.6% | US:64.7;EU:16.8;APAC:7.2;EM:9.6;Other:1.7 | Value:-0.5;Growth:0.0;Quality:-0.3;Size:+0.3;Momentum:+0.3;LowVol:-0.8 | ESGOnly | 5 | 25 | 4.9 | trailing 8% | 159 | 16 | Bull | 17.3 | 3.86 | 2.3 | 101 | 0 | 41 | 45 | false | Rebalance | Shift +1% to bonds from equity | 23 | -13 | BrokerB | VWAP | 98 | null | null | Normal monitoring | 28 | 4 | 33 | 4 | false | Monitor dispersion and breadth |
P9279 | Hands-off | Trust | USD | 2024-11-25 | 533,788 | 24,187 | 509,601 | 1 | 62.6 | 23.5 | 8.3 | 5.6 | VOO:33.3%;MSFT:33.3%;AAPL:33.3% | US:59.2;EU:11.9;APAC:15.8;EM:8.0;Other:5.2 | Value:-0.9;Growth:+0.9;Quality:-1.0;Size:-1.0;Momentum:-0.8;LowVol:+0.8 | ESGOnly;MaxPos5%;NoDerivatives | 10 | 35 | 4.9 | trailing 8% | 147 | 14.5 | Volatile | 27.1 | 5.02 | 3 | 166 | 17 | 68 | 81 | true | Hedge | Buy index puts 1% notional | 28 | -32 | BrokerC | MKT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -14 | 11 | 117 | 4 | false | Monitor dispersion and breadth |
P9280 | Systematic | Trust | USD | 2024-12-13 | 1,752,415 | 152,979 | 1,599,436 | 1 | 67.4 | 23.6 | 0 | 9 | BRK.B:36.8%;VTI:36.8%;XLF:26.3% | US:67.6;EU:17.7;APAC:5.3;EM:5.6;Other:3.7 | Value:+0.1;Growth:+0.6;Quality:+0.9;Size:-0.5;Momentum:+0.6;LowVol:+0.3 | null | 6 | 30 | 5.5 | trailing 8% | 157 | 19.1 | Bear | 27.9 | 3.61 | 2.5 | 214 | -73 | 8 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 5 | -20 | BrokerA | LMT | 97 | VAR>budget | Hedge | Risk above budget threshold | 70 | -52 | 104 | 2 | false | Tighten stops on momentum names |
P9281 | Active | IRA | USD | 2025-03-16 | 1,285,011 | 127,623 | 1,157,388 | 1 | 61.3 | 27.3 | 4.4 | 7 | AAPL:10.1%;TSLA:19.4%;MSFT:15.2%;IEF:20.9%;BRK.B:19.6%;XLF:14.8% | US:71.9;EU:7.0;APAC:12.4;EM:4.8;Other:3.9 | Value:-0.1;Growth:-0.5;Quality:+0.5;Size:-0.5;Momentum:+0.2;LowVol:+0.8 | MaxPos8% | 10 | 35 | 4.1 | trailing 8% | 175 | 23.9 | Volatile | 21.4 | 4.11 | 3.1 | 156 | -2 | 34 | 68 | false | Sell | Trim extended winner -1% | -1 | -39 | BrokerC | LMT | 100 | null | null | Normal monitoring | 30 | 5 | 33 | 3 | false | Increase defensive factor exposure |
P9282 | Opportunistic | IRA | USD | 2025-05-08 | 678,299 | 38,715 | 639,584 | 1 | 74.5 | 13.5 | 7.3 | 4.6 | QQQ:15.1%;VNQ:11.8%;IEF:10.1%;MSFT:23.3%;TSLA:23.3%;VOO:16.6% | US:61.6;EU:14.1;APAC:14.9;EM:8.6;Other:0.8 | Value:+0.5;Growth:-0.5;Quality:+0.9;Size:+0.5;Momentum:+0.7;LowVol:-0.3 | NoDerivatives | 5 | 30 | 4.3 | hard 12% | 204 | 23.8 | Bull | 16.4 | 3.52 | 3.4 | 88 | 93 | 100 | 49 | false | NoAction | Within bands; monitor | 24 | 15 | BrokerD | LMT | 94 | null | null | Normal monitoring | 24 | 9 | 11 | 4 | false | Within IPS guidelines |
P9283 | Hands-off | Roth | USD | 2025-04-17 | 463,445 | 37,245 | 426,200 | 1 | 55.4 | 27.5 | 11.1 | 6 | TLT:16.9%;HYG:21.4%;BRK.B:21.4%;MUB:19.0%;TSLA:21.3% | US:74.0;EU:6.1;APAC:10.0;EM:8.9;Other:1.0 | Value:-0.9;Growth:-0.5;Quality:-0.4;Size:+0.8;Momentum:+0.1;LowVol:+0.9 | ESGOnly | 7 | 25 | 4.8 | trailing 8% | 152 | 15.1 | Bear | 24.5 | 3.16 | 2.6 | 146 | -46 | 27 | 57 | false | NoAction | Within bands; monitor | -13 | 12 | BrokerC | MKT | 0 | null | null | Normal monitoring | -33 | 1 | -20 | 3 | false | Tighten stops on momentum names |
P9284 | Hands-off | Roth | USD | 2025-04-02 | 681,471 | 45,425 | 636,046 | 1 | 65.1 | 16.4 | 9.9 | 8.5 | QQQ:23.4%;MUB:23.4%;HYG:9.4%;VTI:20.6%;VOO:23.4% | US:69.1;EU:13.7;APAC:5.6;EM:7.1;Other:4.4 | Value:-0.6;Growth:-0.7;Quality:-0.6;Size:+0.2;Momentum:+0.5;LowVol:-0.2 | NoDerivatives | 5 | 25 | 4.4 | trailing 8% | 130 | 16.1 | Bull | 13.4 | 4.13 | 2.6 | 96 | 65 | 68 | 35 | false | Hedge | Add TLT +1% as duration hedge | 12 | -8 | BrokerD | VWAP | 98 | null | null | Normal monitoring | -45 | -49 | -44 | 5 | false | Monitor dispersion and breadth |
P9285 | Opportunistic | Roth | USD | 2025-08-01 | 1,467,750 | 55,305 | 1,412,445 | 1 | 71.9 | 20.5 | 0 | 7.6 | MSFT:33.3%;QQQ:33.3%;IEF:33.3% | US:63.9;EU:16.7;APAC:11.8;EM:7.6;Other:0.0 | Value:+0.1;Growth:-0.3;Quality:+0.5;Size:-0.1;Momentum:-0.5;LowVol:-0.5 | null | 7 | 30 | 5.6 | hard 12% | 240 | 32.6 | Bull | 11.7 | 4.39 | 3.3 | 120 | 65 | 89 | 49 | false | Buy | Add to core equity +1% | 28 | 10 | BrokerB | MKT | 90 | null | null | Normal monitoring | 92 | 2 | 95 | 3 | false | Tax-aware sells next window |
P9286 | Hands-off | Trust | USD | 2024-12-25 | 182,530 | 10,667 | 171,863 | 1 | 66.6 | 26.3 | 0 | 7 | MUB:33.3%;BRK.B:33.3%;AMZN:33.3% | US:67.6;EU:9.7;APAC:7.8;EM:9.4;Other:5.5 | Value:+0.2;Growth:-0.9;Quality:+0.5;Size:+0.9;Momentum:-0.8;LowVol:+0.8 | null | 8 | 25 | 5.9 | hard 10% | 125 | 15.8 | Bear | 22.4 | 3.37 | 1.7 | 143 | -30 | 37 | 62 | false | Buy | Add to core equity +1% | -15 | -29 | BrokerC | MKT | 87 | null | null | Normal monitoring | 98 | 2 | 90 | 4 | false | Monitor dispersion and breadth |
P9287 | Hands-off | Roth | USD | 2025-10-17 | 414,051 | 40,125 | 373,926 | 1 | 73.5 | 17 | 2.8 | 6.7 | VOO:26.3%;GLD:26.3%;VTI:26.3%;MSFT:21.0% | US:66.4;EU:14.0;APAC:6.4;EM:10.6;Other:2.6 | Value:-0.6;Growth:+0.7;Quality:+0.9;Size:+0.6;Momentum:+0.1;LowVol:-0.3 | NoDerivatives | 8 | 25 | 3.6 | trailing 8% | 164 | 19.6 | Bull | 16.2 | 4.43 | 3.2 | 102 | 29 | 74 | 47 | true | Rebalance | Rebalance back to target bands | 16 | -22 | BrokerB | LMT | 91 | VAR>budget | Reduce | Risk above budget threshold | 81 | 13 | 182 | 4 | false | Tighten stops on momentum names |
P9288 | Cautious | IRA | USD | 2024-08-24 | 556,778 | 66,363 | 490,415 | 1 | 43.6 | 32.6 | 10.6 | 13.2 | VTI:33.3%;QQQ:33.3%;MUB:33.3% | US:66.5;EU:16.9;APAC:5.6;EM:10.6;Other:0.4 | Value:-0.6;Growth:+0.9;Quality:-0.9;Size:+0.9;Momentum:+0.4;LowVol:-0.4 | ESGOnly;NoDerivatives;NoMargin | 6 | 35 | 5.6 | trailing 8% | 99 | 15.7 | Volatile | 28.2 | 3.63 | 2.6 | 172 | 37 | 70 | 64 | false | Sell | Trim extended winner -1% | 2 | 10 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 109 | -13 | 165 | 5 | false | Increase defensive factor exposure |
P9289 | Hands-off | Taxable | USD | 2025-02-23 | 609,433 | 38,463 | 570,970 | 1 | 66.7 | 24.6 | 0 | 8.7 | AMZN:33.3%;QQQ:33.3%;TSLA:33.3% | US:74.3;EU:9.7;APAC:8.2;EM:4.4;Other:3.4 | Value:+0.5;Growth:+0.1;Quality:+0.5;Size:+0.9;Momentum:-0.5;LowVol:-0.0 | MaxPos6%;NoDerivatives | 10 | 35 | 4.5 | hard 10% | 127 | 15.2 | Bull | 12.9 | 4.79 | 3 | 96 | 94 | 100 | 53 | false | Hedge | Add TLT +1% as duration hedge | -3 | -5 | BrokerA | VWAP | 95 | null | null | Normal monitoring | 56 | 20 | 63 | 3 | false | Tax-aware sells next window |
P9290 | Opportunistic | Trust | USD | 2025-07-08 | 379,888 | 11,992 | 367,896 | 1 | 74 | 17.3 | 0 | 8.7 | VTI:10.8%;IEF:23.9%;QQQ:17.6%;GLD:23.9%;AMZN:23.9% | US:67.8;EU:8.2;APAC:14.4;EM:8.1;Other:1.5 | Value:-0.2;Growth:+1.0;Quality:+0.3;Size:-0.7;Momentum:-0.6;LowVol:-0.2 | null | 8 | 30 | 5.1 | hard 12% | 220 | 26.8 | Bull | 14.4 | 4.33 | 3.4 | 108 | 77 | 100 | 60 | false | Rebalance | Shift +1% to bonds from equity | -7 | -2 | BrokerA | LMT | 88 | null | null | Normal monitoring | 34 | -18 | 81 | 4 | false | Increase defensive factor exposure |
P9291 | Systematic | Trust | USD | 2025-12-05 | 1,044,632 | 53,011 | 991,621 | 1 | 67.8 | 22.1 | 1.4 | 8.7 | AAPL:12.0%;AMZN:10.1%;GLD:24.1%;QQQ:16.3%;IEF:24.1%;TSLA:13.4% | US:70.1;EU:12.1;APAC:5.4;EM:8.6;Other:3.7 | Value:-1.0;Growth:-0.1;Quality:+0.8;Size:+0.2;Momentum:-0.6;LowVol:+0.1 | MaxPos6% | 8 | 30 | 4.4 | trailing 9% | 202 | 18.1 | Bull | 15.3 | 4.67 | 2.3 | 110 | 20 | 68 | 44 | false | Rebalance | Shift +1% to bonds from equity | 31 | -18 | BrokerB | LMT | 89 | null | null | Normal monitoring | -12 | -56 | 3 | 5 | false | Tighten stops on momentum names |
P9292 | Cautious | Roth | USD | 2025-03-20 | 428,179 | 45,016 | 383,163 | 1 | 49.4 | 35.1 | 0 | 15.5 | MSFT:24.9%;HYG:17.8%;BND:22.8%;AMZN:24.9%;VOO:9.5% | US:56.2;EU:16.9;APAC:12.4;EM:9.8;Other:4.7 | Value:-0.5;Growth:-0.9;Quality:-0.2;Size:+0.5;Momentum:-0.6;LowVol:+0.6 | ESGOnly;NoMargin | 7 | 25 | 3.5 | hard 10% | 105 | 14.1 | Sideways | 16.1 | 3.82 | 2.2 | 101 | -22 | 27 | 42 | false | Hedge | Add TLT +1% as duration hedge | -15 | -26 | BrokerD | MKT | 94 | null | null | Normal monitoring | 17 | -23 | 65 | 3 | false | Increase defensive factor exposure |
P9293 | Active | 401k | USD | 2025-09-28 | 1,800,636 | 108,747 | 1,691,889 | 1 | 54 | 27.7 | 13 | 5.4 | VOO:25.2%;AAPL:25.2%;BRK.B:25.2%;XLF:24.4% | US:67.1;EU:7.2;APAC:10.1;EM:10.9;Other:4.8 | Value:+0.2;Growth:-0.0;Quality:+0.2;Size:+0.4;Momentum:-0.5;LowVol:-0.0 | NoDerivatives | 7 | 25 | 4.7 | hard 12% | 165 | 22.8 | Sideways | 17.7 | 4.57 | 3.4 | 121 | 13 | 57 | 48 | false | Buy | Add to core equity +1% | 13 | -10 | BrokerA | MKT | 92 | null | null | Normal monitoring | -45 | -39 | 86 | 3 | false | Tax-aware sells next window |
P9294 | Active | Roth | USD | 2025-01-23 | 1,234,059 | 108,711 | 1,125,348 | 1 | 53.8 | 31.6 | 6 | 8.6 | AAPL:21.5%;HYG:16.2%;BND:21.5%;VNQ:20.0%;AMZN:12.1%;BRK.B:8.6% | US:64.7;EU:12.4;APAC:7.6;EM:10.4;Other:4.8 | Value:+0.2;Growth:-0.4;Quality:-0.8;Size:+0.1;Momentum:-0.5;LowVol:+1.0 | NoDerivatives | 8 | 25 | 4.4 | trailing 8% | 121 | 19.6 | Bear | 25.5 | 3.95 | 1.3 | 204 | -109 | 5 | 55 | false | Sell | Trim extended winner -1% | -15 | -40 | BrokerA | VWAP | 94 | null | null | Normal monitoring | 67 | -56 | 146 | 3 | false | Tax-aware sells next window |
P9295 | Systematic | Roth | USD | 2024-12-10 | 1,616,722 | 126,881 | 1,489,841 | 1 | 57.7 | 30 | 4.6 | 7.7 | AMZN:33.3%;VNQ:33.3%;GLD:33.3% | US:64.7;EU:12.0;APAC:10.7;EM:9.0;Other:3.6 | Value:+0.9;Growth:-0.9;Quality:+0.9;Size:+1.0;Momentum:-0.1;LowVol:+0.9 | MaxPos5% | 7 | 25 | 5.1 | trailing 8% | 217 | 20.4 | Volatile | 26.9 | 4.37 | 3.1 | 124 | -3 | 39 | 62 | false | Rebalance | Shift +1% to bonds from equity | 10 | -30 | BrokerC | MKT | 90 | null | null | Normal monitoring | 20 | -25 | 129 | 3 | false | Within IPS guidelines |
P9296 | Systematic | Taxable | USD | 2025-09-09 | 979,708 | 39,663 | 940,045 | 1 | 66.7 | 25.9 | 0 | 7.3 | IEF:24.1%;QQQ:24.1%;VNQ:8.7%;GLD:19.1%;AMZN:24.1% | US:65.3;EU:17.5;APAC:7.3;EM:8.8;Other:1.0 | Value:+0.6;Growth:-0.1;Quality:-0.0;Size:-0.2;Momentum:-0.8;LowVol:-1.0 | MaxPos7% | 7 | 30 | 4.2 | trailing 8% | 135 | 26.6 | Bull | 11.5 | 4.36 | 2.1 | 106 | 1 | 45 | 51 | true | Hedge | Buy index puts 1% notional | -4 | -26 | BrokerA | LMT | 92 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -7 | -57 | 107 | 3 | true | Within IPS guidelines |
P9297 | Active | Roth | USD | 2024-07-29 | 957,216 | 83,578 | 873,638 | 1 | 61.8 | 31.4 | 0 | 6.8 | QQQ:19.3%;AAPL:26.9%;XLF:26.9%;AMZN:26.9% | US:71.6;EU:10.9;APAC:5.9;EM:8.6;Other:2.9 | Value:+0.4;Growth:-0.2;Quality:-0.7;Size:+0.9;Momentum:-0.8;LowVol:+0.8 | NoDerivatives | 6 | 30 | 5.8 | hard 12% | 190 | 17.7 | Volatile | 31.8 | 4.35 | 3.5 | 114 | -32 | 43 | 76 | true | Hedge | Buy index puts 1% notional | -14 | -8 | BrokerA | MKT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 85 | -19 | 181 | 5 | false | Increase defensive factor exposure |
P9298 | Active | IRA | USD | 2024-08-28 | 1,825,255 | 139,413 | 1,685,842 | 1 | 65.3 | 26.7 | 0 | 7.9 | AAPL:33.3%;BND:33.3%;BRK.B:33.3% | US:66.3;EU:10.9;APAC:15.0;EM:6.3;Other:1.5 | Value:-0.0;Growth:+1.0;Quality:-0.4;Size:-0.9;Momentum:-0.1;LowVol:+0.9 | MaxPos6% | 5 | 30 | 4.9 | trailing 9% | 156 | 19.8 | Sideways | 15.1 | 4.67 | 3.3 | 114 | 52 | 83 | 54 | false | Rebalance | Shift +1% to bonds from equity | 24 | -29 | BrokerC | MKT | 91 | null | null | Normal monitoring | -28 | -4 | -4 | 3 | false | Monitor dispersion and breadth |
P9299 | Cautious | IRA | USD | 2025-11-17 | 204,913 | 18,088 | 186,825 | 1 | 42.1 | 30.9 | 9.2 | 17.8 | VOO:14.6%;BRK.B:18.9%;MUB:20.2%;BND:12.6%;GLD:15.5%;HYG:18.3% | US:63.7;EU:16.9;APAC:11.0;EM:8.3;Other:0.1 | Value:+0.4;Growth:-0.9;Quality:+0.3;Size:-0.5;Momentum:-0.6;LowVol:+1.0 | NoMargin | 10 | 35 | 4.3 | trailing 8% | 117 | 12.2 | Bear | 30.1 | 3.82 | 1.8 | 190 | -27 | 23 | 74 | true | Hedge | Buy index puts 1% notional | 34 | -22 | BrokerB | VWAP | 85 | VAR>budget | Reduce | Risk above budget threshold | 44 | -15 | 45 | 5 | false | Within IPS guidelines |
P9300 | Cautious | Taxable | USD | 2024-08-27 | 347,029 | 44,653 | 302,376 | 1 | 46.6 | 38.8 | 0.2 | 14.4 | MSFT:26.7%;XLF:20.6%;VOO:25.9%;AAPL:26.7% | US:67.0;EU:8.0;APAC:10.8;EM:11.0;Other:3.1 | Value:+0.4;Growth:-0.2;Quality:-0.5;Size:+0.4;Momentum:-0.3;LowVol:-0.5 | NoMargin | 10 | 25 | 4.1 | trailing 8% | 90 | 15.3 | Bull | 15.8 | 4.5 | 2.2 | 114 | 86 | 96 | 46 | false | Rebalance | Shift +1% to bonds from equity | 22 | 15 | BrokerA | VWAP | 92 | null | null | Normal monitoring | 22 | -32 | 128 | 4 | false | Monitor dispersion and breadth |
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