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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9301 | Hands-off | 401k | USD | 2025-05-24 | 645,780 | 54,265 | 591,515 | 1 | 64.4 | 20.7 | 5.2 | 9.7 | BRK.B:22.5%;GLD:18.3%;AAPL:14.3%;VOO:22.5%;XLF:22.5% | US:71.2;EU:14.1;APAC:6.3;EM:5.8;Other:2.6 | Value:+0.3;Growth:-1.0;Quality:-0.7;Size:-0.4;Momentum:+0.2;LowVol:-1.0 | null | 8 | 25 | 5.6 | trailing 10% | 135 | 14.8 | Bull | 11.7 | 4.25 | 2.6 | 120 | 40 | 71 | 33 | false | Sell | Trim extended winner -1% | 31 | -22 | BrokerC | MKT | 99 | null | null | Normal monitoring | 30 | -29 | -9 | 4 | false | Tax-aware sells next window |
P9302 | Systematic | Roth | USD | 2025-09-29 | 724,446 | 46,677 | 677,769 | 1 | 61.6 | 30.7 | 1.7 | 6 | AMZN:17.3%;TLT:27.6%;GLD:27.6%;VOO:27.6% | US:65.7;EU:12.7;APAC:13.9;EM:7.1;Other:0.7 | Value:+0.4;Growth:+0.7;Quality:+0.2;Size:-0.8;Momentum:+0.7;LowVol:+0.4 | null | 8 | 25 | 5 | trailing 8% | 130 | 20.6 | Volatile | 28.4 | 3.57 | 4.4 | 174 | 25 | 50 | 72 | true | Hedge | Buy index puts 1% notional | -5 | 15 | BrokerB | MKT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 55 | -35 | 92 | 2 | false | Increase defensive factor exposure |
P9303 | Cautious | Taxable | USD | 2025-06-08 | 223,880 | 28,791 | 195,089 | 1 | 52.9 | 30.2 | 0 | 16.9 | IEF:29.1%;TSLA:29.1%;GLD:12.7%;BND:29.1% | US:72.6;EU:8.5;APAC:12.2;EM:6.6;Other:0.2 | Value:-0.6;Growth:-1.0;Quality:+0.4;Size:+0.6;Momentum:+0.4;LowVol:-0.7 | MaxPos5%;NoMargin | 6 | 35 | 5.7 | hard 10% | 129 | 16 | Sideways | 14.4 | 4.73 | 2.2 | 118 | -16 | 37 | 43 | false | Rebalance | Shift +1% to bonds from equity | -9 | 12 | BrokerC | VWAP | 96 | null | null | Normal monitoring | 30 | 10 | 148 | 5 | false | Within IPS guidelines |
P9304 | Opportunistic | Roth | USD | 2024-08-12 | 906,438 | 78,327 | 828,111 | 1 | 63.2 | 10.3 | 20.6 | 5.9 | IEF:22.1%;BND:27.0%;VTI:23.9%;GLD:27.0% | US:65.8;EU:10.7;APAC:16.0;EM:5.3;Other:2.2 | Value:-0.9;Growth:+0.1;Quality:+0.6;Size:+0.1;Momentum:-0.2;LowVol:+0.6 | null | 5 | 30 | 5 | trailing 9% | 182 | 25.8 | Bear | 23.3 | 4.49 | 1.3 | 211 | -11 | 49 | 66 | false | Buy | Add to core equity +1% | -2 | -10 | BrokerA | MKT | 87 | null | null | Normal monitoring | 73 | -3 | 75 | 3 | false | Tighten stops on momentum names |
P9305 | Opportunistic | Trust | USD | 2024-07-19 | 437,390 | 14,332 | 423,058 | 1.25 | 66.5 | 17.3 | 10.4 | 5.9 | HYG:21.1%;BRK.B:21.7%;TLT:21.7%;IEF:6.9%;GLD:10.5%;VTI:18.1% | US:61.2;EU:14.4;APAC:15.7;EM:5.3;Other:3.5 | Value:-0.4;Growth:+0.3;Quality:-0.8;Size:+0.6;Momentum:+0.7;LowVol:+0.6 | MaxPos6% | 5 | 35 | 6.6 | hard 12% | 204 | 25.1 | Bear | 24.7 | 3.03 | 2.2 | 137 | -87 | 20 | 60 | false | Rebalance | Shift +1% to bonds from equity | 7 | 0 | BrokerC | MKT | 89 | null | null | Normal monitoring | 79 | -18 | 64 | 5 | false | Tax-aware sells next window |
P9306 | Opportunistic | 401k | USD | 2025-06-18 | 496,914 | 26,260 | 470,654 | 1 | 64.1 | 14 | 14.4 | 7.5 | TSLA:33.3%;TLT:33.3%;XLF:33.3% | US:57.9;EU:15.9;APAC:10.7;EM:12.1;Other:3.3 | Value:-0.4;Growth:-0.1;Quality:+0.2;Size:+0.3;Momentum:-0.7;LowVol:-0.4 | MaxPos8% | 6 | 30 | 5.6 | hard 12% | 198 | 33.7 | Sideways | 20 | 3.71 | 2.9 | 140 | 34 | 70 | 57 | false | Rebalance | Shift +1% to bonds from equity | -10 | 0 | BrokerA | MKT | 93 | null | null | Normal monitoring | -37 | -9 | -60 | 3 | false | Increase defensive factor exposure |
P9307 | Opportunistic | 401k | USD | 2024-09-27 | 600,299 | 32,897 | 567,402 | 1 | 61.7 | 20.4 | 13 | 4.9 | TLT:18.5%;VTI:14.7%;AAPL:19.2%;BRK.B:17.1%;GLD:20.4%;QQQ:10.3% | US:65.7;EU:8.9;APAC:8.9;EM:12.9;Other:3.7 | Value:+0.1;Growth:-0.8;Quality:-0.3;Size:+0.1;Momentum:-0.8;LowVol:+0.4 | null | 6 | 35 | 6.2 | trailing 9% | 244 | 30 | Bull | 17.6 | 4.99 | 3.1 | 74 | 99 | 94 | 49 | false | Rebalance | Shift +1% to bonds from equity | -14 | -22 | BrokerC | LMT | 88 | null | null | Normal monitoring | -48 | 1 | 25 | 5 | false | Tighten stops on momentum names |
P9308 | Opportunistic | 401k | USD | 2024-07-14 | 1,635,187 | 89,522 | 1,545,665 | 1 | 77.2 | 13.4 | 3.9 | 5.4 | QQQ:23.6%;VNQ:20.0%;VTI:23.6%;AMZN:11.9%;AAPL:21.0% | US:59.1;EU:12.2;APAC:14.9;EM:10.2;Other:3.6 | Value:-0.4;Growth:+0.4;Quality:-0.2;Size:+0.5;Momentum:+0.3;LowVol:0.0 | NoDerivatives | 8 | 35 | 6.7 | hard 12% | 185 | 30.4 | Bull | 13.3 | 4.98 | 2.6 | 117 | 107 | 100 | 61 | false | NoAction | Within bands; monitor | 5 | -23 | BrokerC | LMT | 96 | null | null | Normal monitoring | 65 | -38 | 67 | 5 | false | Within IPS guidelines |
P9309 | Systematic | Trust | USD | 2025-07-17 | 1,110,567 | 64,789 | 1,045,778 | 1 | 55.7 | 21.2 | 15.6 | 7.4 | BRK.B:33.3%;AAPL:33.3%;VTI:33.3% | US:62.6;EU:18.3;APAC:6.8;EM:10.8;Other:1.5 | Value:-0.6;Growth:-0.5;Quality:-0.9;Size:+0.2;Momentum:+0.6;LowVol:-0.9 | null | 7 | 35 | 4.6 | hard 12% | 228 | 25.6 | Volatile | 20.3 | 4.9 | 3.8 | 151 | 68 | 82 | 56 | false | Rebalance | Shift +1% to bonds from equity | 9 | 14 | BrokerD | MKT | 85 | null | null | Normal monitoring | 101 | -55 | 182 | 4 | false | Tighten stops on momentum names |
P9310 | Active | IRA | USD | 2024-09-20 | 1,675,021 | 198,216 | 1,476,805 | 1.18 | 54.9 | 29.1 | 6.2 | 9.8 | TSLA:33.6%;AAPL:33.6%;HYG:32.8% | US:76.0;EU:6.4;APAC:8.8;EM:5.4;Other:3.4 | Value:-0.7;Growth:-1.0;Quality:-0.7;Size:+0.9;Momentum:-1.0;LowVol:-0.3 | null | 8 | 30 | 4.4 | trailing 8% | 199 | 23.1 | Volatile | 26.4 | 5.46 | 2.5 | 174 | -47 | 31 | 69 | false | Buy | Add to core equity +1% | -11 | -28 | BrokerA | MKT | 99 | null | null | Normal monitoring | -38 | -20 | 22 | 3 | false | Increase defensive factor exposure |
P9311 | Systematic | 401k | USD | 2025-07-12 | 1,810,857 | 111,865 | 1,698,992 | 1 | 61.7 | 30.3 | 0 | 8 | XLF:22.2%;VOO:20.7%;TLT:17.4%;VTI:22.2%;AMZN:17.5% | US:69.8;EU:10.9;APAC:13.5;EM:3.1;Other:2.8 | Value:+0.2;Growth:-0.4;Quality:+0.5;Size:-0.7;Momentum:-0.4;LowVol:+0.8 | NoDerivatives | 8 | 30 | 5.1 | hard 12% | 220 | 20.9 | Sideways | 18.7 | 3.97 | 3.4 | 139 | -2 | 39 | 59 | false | Buy | Add to core equity +1% | -10 | -22 | BrokerC | VWAP | 100 | null | null | Normal monitoring | 38 | 12 | 31 | 4 | false | Increase defensive factor exposure |
P9312 | Systematic | 401k | USD | 2025-08-17 | 1,722,382 | 146,233 | 1,576,149 | 1 | 61 | 31.9 | 0 | 7.1 | GLD:9.3%;IEF:21.7%;XLF:22.4%;VNQ:14.4%;MUB:9.8%;VOO:22.4% | US:64.3;EU:7.3;APAC:15.6;EM:9.7;Other:3.0 | Value:-0.3;Growth:-0.9;Quality:+0.3;Size:+0.9;Momentum:-0.4;LowVol:-0.2 | null | 5 | 35 | 5.9 | trailing 9% | 135 | 27.9 | Volatile | 26.3 | 3.66 | 2.9 | 130 | -21 | 33 | 71 | true | Hedge | Buy index puts 1% notional | 35 | 0 | BrokerC | MKT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 53 | -5 | 61 | 4 | false | Tighten stops on momentum names |
P9313 | Systematic | IRA | USD | 2024-11-01 | 1,137,731 | 91,367 | 1,046,364 | 1 | 57.6 | 28 | 4.9 | 9.5 | IEF:26.9%;AAPL:19.3%;HYG:26.9%;MSFT:26.9% | US:66.4;EU:8.5;APAC:9.0;EM:11.5;Other:4.6 | Value:+0.9;Growth:+0.2;Quality:-0.4;Size:-0.2;Momentum:-0.6;LowVol:-0.7 | NoDerivatives | 6 | 25 | 5.2 | trailing 8% | 220 | 16.9 | Sideways | 14.6 | 4.64 | 2.8 | 106 | -26 | 25 | 39 | false | Rebalance | Shift +1% to bonds from equity | -6 | -3 | BrokerC | LMT | 94 | null | null | Normal monitoring | -56 | 15 | 9 | 4 | false | Tax-aware sells next window |
P9314 | Active | Roth | USD | 2024-10-18 | 1,005,256 | 79,572 | 925,684 | 1.19 | 59.7 | 29.7 | 1 | 9.6 | AMZN:25.1%;AAPL:25.1%;QQQ:14.2%;XLF:23.6%;BND:12.1% | US:64.7;EU:11.3;APAC:10.8;EM:9.0;Other:4.2 | Value:0.0;Growth:+0.2;Quality:-0.8;Size:+0.1;Momentum:-1.0;LowVol:+0.8 | null | 7 | 25 | 5.7 | trailing 8% | 228 | 21.3 | Sideways | 15 | 4.71 | 3 | 96 | 53 | 61 | 54 | false | NoAction | Within bands; monitor | 11 | 14 | BrokerB | LMT | 90 | null | null | Normal monitoring | 5 | -23 | 77 | 3 | false | Increase defensive factor exposure |
P9315 | Hands-off | Roth | USD | 2025-09-19 | 849,766 | 66,736 | 783,030 | 1 | 65.7 | 23.5 | 2 | 8.8 | TLT:13.6%;VOO:18.9%;AMZN:10.6%;AAPL:14.5%;XLF:21.2%;IEF:21.2% | US:71.6;EU:10.1;APAC:7.8;EM:8.3;Other:2.2 | Value:-0.3;Growth:-0.4;Quality:+0.5;Size:+0.5;Momentum:-0.0;LowVol:+0.6 | null | 7 | 30 | 3.7 | trailing 8% | 104 | 14.7 | Volatile | 21.8 | 4.11 | 2.9 | 156 | 47 | 71 | 53 | false | Hedge | Add TLT +1% as duration hedge | -8 | -27 | BrokerD | MKT | 96 | null | null | Normal monitoring | -41 | 1 | 41 | 5 | false | Tax-aware sells next window |
P9316 | Opportunistic | Taxable | USD | 2024-11-30 | 1,142,515 | 59,565 | 1,082,950 | 1 | 74.9 | 10.9 | 5.7 | 8.5 | VOO:23.9%;TSLA:23.9%;AAPL:19.7%;GLD:21.7%;BRK.B:10.8% | US:61.7;EU:15.8;APAC:11.2;EM:10.0;Other:1.3 | Value:-0.7;Growth:-0.1;Quality:-0.2;Size:-0.4;Momentum:+0.1;LowVol:+0.7 | MaxPos8%;NoDerivatives | 6 | 30 | 6.9 | hard 12% | 174 | 23.9 | Volatile | 29.5 | 3.72 | 4.2 | 123 | 50 | 83 | 81 | true | Hedge | Buy index puts 1% notional | 13 | -22 | BrokerA | MKT | 85 | VAR>budget | Reduce | Risk above budget threshold | 117 | -57 | 219 | 3 | false | Tighten stops on momentum names |
P9317 | Opportunistic | IRA | USD | 2025-07-22 | 1,342,808 | 95,794 | 1,247,014 | 1 | 65.4 | 18.4 | 11.9 | 4.3 | GLD:33.3%;TSLA:33.3%;HYG:33.3% | US:69.2;EU:10.9;APAC:7.6;EM:10.1;Other:2.2 | Value:+0.8;Growth:-0.4;Quality:+0.9;Size:+0.6;Momentum:-0.0;LowVol:-0.8 | MaxPos8% | 5 | 35 | 6.5 | trailing 7% | 206 | 29.7 | Bull | 15.9 | 4.92 | 3.4 | 88 | 67 | 70 | 51 | false | Sell | Trim extended winner -1% | -10 | -16 | BrokerA | MKT | 98 | null | null | Normal monitoring | 70 | -26 | 75 | 5 | false | Within IPS guidelines |
P9318 | Cautious | Roth | USD | 2025-06-10 | 574,731 | 57,131 | 517,600 | 1 | 45.8 | 39.8 | 1 | 13.4 | BRK.B:27.5%;HYG:17.6%;MSFT:27.5%;MUB:27.5% | US:73.6;EU:10.2;APAC:7.3;EM:7.8;Other:1.1 | Value:-0.1;Growth:-0.6;Quality:+1.0;Size:-0.1;Momentum:+0.4;LowVol:+0.6 | MaxPos8%;NoMargin | 7 | 30 | 4.7 | hard 10% | 139 | 14.7 | Bull | 16.4 | 4.13 | 3.5 | 113 | 109 | 97 | 44 | false | Rebalance | Shift +1% to bonds from equity | 33 | -37 | BrokerC | MKT | 100 | null | null | Normal monitoring | 110 | -33 | 128 | 5 | false | Tax-aware sells next window |
P9319 | Hands-off | IRA | USD | 2025-05-07 | 834,790 | 36,442 | 798,348 | 1 | 60.3 | 26.8 | 3.6 | 9.3 | VNQ:20.9%;AAPL:26.4%;QQQ:26.4%;VTI:26.4% | US:66.9;EU:7.8;APAC:10.1;EM:11.3;Other:3.9 | Value:-0.3;Growth:-0.9;Quality:+0.4;Size:-0.4;Momentum:-0.3;LowVol:-0.4 | MaxPos7% | 5 | 30 | 4.5 | trailing 8% | 126 | 19.9 | Bull | 13.2 | 4.73 | 2.5 | 87 | 41 | 68 | 46 | false | Rebalance | Shift +1% to bonds from equity | 14 | -9 | BrokerC | LMT | 99 | null | null | Normal monitoring | 4 | -35 | 18 | 5 | false | Increase defensive factor exposure |
P9320 | Active | Roth | USD | 2025-08-14 | 1,382,875 | 85,618 | 1,297,257 | 1 | 58.6 | 27.8 | 7.6 | 6 | TSLA:35.5%;AAPL:29.0%;TLT:35.5% | US:59.7;EU:13.4;APAC:14.6;EM:11.8;Other:0.5 | Value:0.0;Growth:0.0;Quality:-0.3;Size:+0.3;Momentum:-1.0;LowVol:-0.4 | NoDerivatives | 8 | 25 | 4 | trailing 8% | 207 | 23.5 | Sideways | 21.4 | 4.17 | 2.4 | 109 | -1 | 41 | 47 | false | Rebalance | Shift +1% to bonds from equity | 18 | -2 | BrokerD | MKT | 98 | null | null | Normal monitoring | 51 | -33 | 71 | 5 | false | Increase defensive factor exposure |
P9321 | Systematic | Trust | USD | 2024-09-19 | 615,501 | 46,540 | 568,961 | 1 | 60.6 | 22.5 | 11.1 | 5.9 | XLF:15.8%;GLD:8.5%;TLT:17.1%;QQQ:18.8%;VTI:19.7%;VOO:20.2% | US:68.0;EU:8.4;APAC:10.3;EM:10.9;Other:2.5 | Value:+0.5;Growth:-1.0;Quality:+0.9;Size:-0.7;Momentum:+0.8;LowVol:0.0 | null | 7 | 30 | 5.7 | trailing 8% | 127 | 23.3 | Sideways | 16.2 | 3.96 | 2.5 | 129 | 50 | 63 | 47 | false | Sell | Trim extended winner -1% | -1 | -20 | BrokerB | LMT | 88 | null | null | Normal monitoring | 33 | 0 | 124 | 4 | false | Tighten stops on momentum names |
P9322 | Active | 401k | USD | 2024-12-14 | 2,493,821 | 216,612 | 2,277,209 | 1 | 63.7 | 28 | 0 | 8.3 | AAPL:25.0%;AMZN:25.0%;MUB:25.0%;BND:25.0% | US:59.0;EU:16.0;APAC:11.4;EM:9.4;Other:4.2 | Value:+0.4;Growth:-0.3;Quality:+0.8;Size:+0.9;Momentum:-0.6;LowVol:+0.4 | MaxPos7% | 10 | 30 | 5.4 | trailing 8% | 127 | 22.2 | Volatile | 21.4 | 5.04 | 3.4 | 147 | -58 | 29 | 69 | false | Rebalance | Shift +1% to bonds from equity | 6 | 8 | BrokerD | LMT | 98 | null | null | Normal monitoring | 67 | -48 | 75 | 4 | false | Increase defensive factor exposure |
P9323 | Active | IRA | USD | 2025-02-18 | 2,356,401 | 239,464 | 2,116,937 | 1 | 62.9 | 28.3 | 0 | 8.7 | VOO:19.9%;MUB:11.5%;TSLA:10.1%;BND:21.1%;AAPL:21.8%;BRK.B:15.5% | US:69.2;EU:8.1;APAC:6.6;EM:11.9;Other:4.2 | Value:-0.3;Growth:-0.6;Quality:-0.8;Size:+0.6;Momentum:0.0;LowVol:-0.4 | null | 7 | 30 | 5 | trailing 9% | 139 | 17 | Volatile | 31.7 | 4.85 | 2.7 | 165 | -34 | 42 | 91 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -13 | BrokerB | MKT | 99 | VAR>budget | Hedge | Risk above budget threshold | 95 | -28 | 185 | 2 | false | Increase defensive factor exposure |
P9324 | Cautious | Taxable | USD | 2024-10-27 | 830,935 | 78,552 | 752,383 | 1 | 43.7 | 40.5 | 2.7 | 13.1 | QQQ:23.7%;MSFT:23.7%;IEF:18.1%;BRK.B:11.5%;VOO:9.9%;XLF:13.1% | US:71.2;EU:15.1;APAC:6.2;EM:6.3;Other:1.2 | Value:-0.1;Growth:-0.5;Quality:+0.1;Size:-0.9;Momentum:-0.4;LowVol:-0.6 | NoMargin | 10 | 30 | 3.5 | trailing 8% | 99 | 13.5 | Volatile | 22 | 5.22 | 3.4 | 122 | 43 | 67 | 49 | false | Rebalance | Shift +1% to bonds from equity | 24 | -27 | BrokerA | LMT | 85 | null | null | Normal monitoring | 23 | -46 | 100 | 5 | false | Tax-aware sells next window |
P9325 | Active | 401k | USD | 2025-07-26 | 1,137,857 | 89,550 | 1,048,307 | 1.08 | 66.3 | 18.5 | 10 | 5.2 | GLD:18.9%;HYG:27.0%;VOO:27.0%;QQQ:27.0% | US:61.6;EU:16.3;APAC:8.2;EM:10.9;Other:3.0 | Value:-0.0;Growth:+0.6;Quality:-0.0;Size:+0.2;Momentum:-0.1;LowVol:-0.6 | null | 10 | 35 | 4.9 | trailing 9% | 171 | 16.9 | Bear | 30.5 | 3.65 | 3 | 186 | -50 | 28 | 76 | true | Hedge | Buy index puts 1% notional | 14 | 9 | BrokerD | MKT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 97 | -5 | 76 | 3 | false | Increase defensive factor exposure |
P9326 | Systematic | Trust | USD | 2025-06-23 | 492,794 | 37,766 | 455,028 | 1 | 67.8 | 24.4 | 0 | 7.7 | VNQ:25.0%;HYG:25.0%;VTI:25.0%;IEF:25.0% | US:75.1;EU:6.0;APAC:9.3;EM:9.0;Other:0.7 | Value:-0.8;Growth:0.0;Quality:0.0;Size:+0.7;Momentum:-0.1;LowVol:+0.7 | NoDerivatives | 7 | 35 | 5 | trailing 8% | 193 | 18.8 | Bear | 22.8 | 3.86 | 1.4 | 165 | -61 | 10 | 69 | false | NoAction | Within bands; monitor | -14 | -23 | BrokerA | MKT | 0 | null | null | Normal monitoring | 39 | -2 | 97 | 3 | false | Monitor dispersion and breadth |
P9327 | Systematic | Trust | USD | 2024-11-30 | 920,708 | 54,991 | 865,717 | 1 | 69.3 | 20.7 | 2.1 | 7.9 | TLT:28.5%;BND:28.5%;BRK.B:14.5%;HYG:28.5% | US:63.5;EU:10.0;APAC:13.6;EM:8.9;Other:4.0 | Value:+0.1;Growth:+0.6;Quality:+0.4;Size:-1.0;Momentum:+0.4;LowVol:+1.0 | null | 5 | 35 | 4.9 | trailing 8% | 207 | 16.2 | Bull | 12.6 | 4.87 | 3.5 | 88 | 113 | 100 | 53 | false | Rebalance | Shift +1% to bonds from equity | -3 | -39 | BrokerD | LMT | 88 | null | null | Normal monitoring | 18 | -3 | 157 | 5 | false | Monitor dispersion and breadth |
P9328 | Systematic | Trust | USD | 2025-04-17 | 1,243,236 | 97,943 | 1,145,293 | 1 | 62 | 32 | 0 | 5.9 | BND:23.5%;TLT:23.5%;MSFT:23.5%;QQQ:12.5%;VNQ:17.0% | US:62.7;EU:18.3;APAC:13.6;EM:4.5;Other:0.9 | Value:-0.2;Growth:-0.2;Quality:-0.4;Size:-0.3;Momentum:+0.7;LowVol:-0.1 | NoDerivatives | 6 | 35 | 5.5 | trailing 8% | 199 | 25.8 | Bear | 31.3 | 3.45 | 2.6 | 214 | -23 | 25 | 81 | true | Hedge | Buy index puts 1% notional | -9 | 9 | BrokerD | MKT | 92 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 9 | -40 | 120 | 4 | false | Monitor dispersion and breadth |
P9329 | Opportunistic | 401k | USD | 2025-09-23 | 795,802 | 65,861 | 729,941 | 1 | 66.2 | 14 | 13.3 | 6.5 | XLF:37.1%;GLD:37.1%;BND:25.9% | US:70.3;EU:14.9;APAC:7.5;EM:4.5;Other:2.9 | Value:+0.1;Growth:+0.5;Quality:+0.2;Size:+1.0;Momentum:-0.6;LowVol:-0.5 | NoDerivatives | 6 | 25 | 6.1 | hard 12% | 167 | 30 | Volatile | 22.3 | 4.22 | 2.1 | 171 | -52 | 19 | 68 | false | Buy | Add to core equity +1% | 7 | -20 | BrokerB | MKT | 86 | null | null | Normal monitoring | 3 | -13 | -11 | 3 | false | Monitor dispersion and breadth |
P9330 | Active | 401k | USD | 2025-02-20 | 1,568,420 | 153,082 | 1,415,338 | 1 | 61.8 | 29.9 | 0 | 8.3 | VNQ:33.3%;GLD:33.3%;BND:33.3% | US:63.3;EU:9.1;APAC:16.3;EM:9.5;Other:1.8 | Value:0.0;Growth:-1.0;Quality:+0.1;Size:-0.3;Momentum:+0.8;LowVol:-0.3 | NoDerivatives | 10 | 25 | 4.1 | hard 12% | 212 | 26.1 | Bear | 33.2 | 3.81 | 2.2 | 181 | -34 | 41 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 8 | -32 | BrokerD | LMT | 100 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -21 | -45 | 76 | 2 | true | Increase defensive factor exposure |
P9331 | Cautious | IRA | USD | 2025-02-12 | 155,323 | 17,152 | 138,171 | 1 | 46 | 41.3 | 0.6 | 12 | VOO:15.2%;TLT:18.6%;XLF:20.5%;BRK.B:11.7%;AAPL:13.4%;IEF:20.5% | US:62.1;EU:16.8;APAC:9.8;EM:7.7;Other:3.6 | Value:-0.6;Growth:-0.1;Quality:-1.0;Size:-0.3;Momentum:-0.5;LowVol:-0.8 | ESGOnly;MaxPos8%;NoMargin | 5 | 30 | 3.8 | trailing 8% | 131 | 16.5 | Bull | 14.4 | 4.62 | 2.3 | 109 | 17 | 44 | 44 | false | Rebalance | Shift +1% to bonds from equity | 25 | -13 | BrokerC | MKT | 90 | null | null | Normal monitoring | 16 | -56 | 156 | 3 | false | Tax-aware sells next window |
P9332 | Hands-off | Roth | USD | 2025-07-28 | 803,739 | 46,977 | 756,762 | 1 | 69.2 | 22.4 | 0 | 8.4 | QQQ:16.3%;VOO:16.8%;VNQ:14.2%;HYG:21.1%;IEF:20.1%;BND:11.4% | US:75.1;EU:9.3;APAC:7.0;EM:6.9;Other:1.7 | Value:-0.3;Growth:-0.6;Quality:+0.9;Size:-0.7;Momentum:+0.7;LowVol:-0.4 | ESGOnly;MaxPos5% | 7 | 35 | 4.7 | trailing 10% | 112 | 13.5 | Sideways | 15.4 | 4.6 | 3.3 | 135 | 20 | 48 | 45 | false | Sell | Trim extended winner -1% | -12 | -1 | BrokerC | LMT | 92 | null | null | Normal monitoring | 112 | -34 | 227 | 5 | false | Monitor dispersion and breadth |
P9333 | Systematic | Trust | USD | 2025-05-23 | 1,320,889 | 125,996 | 1,194,893 | 1 | 57.7 | 26 | 8 | 8.4 | QQQ:13.5%;IEF:28.0%;AMZN:29.3%;VNQ:29.3% | US:68.8;EU:14.5;APAC:7.7;EM:5.1;Other:4.0 | Value:-0.8;Growth:-0.1;Quality:+0.9;Size:+0.5;Momentum:+0.3;LowVol:+0.8 | NoDerivatives | 7 | 35 | 5 | trailing 9% | 202 | 21.5 | Volatile | 29.9 | 4.2 | 3.6 | 163 | 7 | 57 | 82 | true | Hedge | Buy index puts 1% notional | 16 | -18 | BrokerB | VWAP | 92 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -27 | -41 | 77 | 5 | true | Monitor dispersion and breadth |
P9334 | Active | Trust | USD | 2025-08-17 | 2,202,341 | 162,155 | 2,040,186 | 1 | 67.7 | 24.3 | 0 | 8 | VNQ:29.4%;QQQ:14.3%;AMZN:26.9%;VOO:29.4% | US:59.3;EU:16.8;APAC:15.2;EM:3.7;Other:5.1 | Value:-0.4;Growth:+0.8;Quality:+0.6;Size:+0.9;Momentum:+0.6;LowVol:+0.2 | NoDerivatives | 8 | 25 | 4.6 | trailing 8% | 191 | 27.2 | Bull | 12.1 | 3.93 | 2.8 | 116 | 88 | 100 | 34 | true | Reduce | Cut high-beta by 2-3%, add cash | 28 | -11 | BrokerB | MKT | 95 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 100 | -44 | 169 | 2 | false | Within IPS guidelines |
P9335 | Active | Roth | USD | 2024-09-07 | 1,489,722 | 136,742 | 1,352,980 | 1.13 | 68 | 22.6 | 3.7 | 5.7 | VNQ:21.9%;QQQ:19.1%;TLT:15.3%;AMZN:21.9%;HYG:21.9% | US:58.9;EU:17.4;APAC:13.2;EM:6.9;Other:3.6 | Value:+0.1;Growth:+0.3;Quality:+0.9;Size:+0.5;Momentum:-0.1;LowVol:+0.7 | MaxPos8% | 8 | 30 | 4.4 | hard 12% | 170 | 23 | Bull | 17.6 | 3.84 | 3.4 | 74 | 6 | 40 | 48 | false | Buy | Add to core equity +1% | 2 | 2 | BrokerC | LMT | 92 | null | null | Normal monitoring | 56 | -57 | 157 | 3 | false | Increase defensive factor exposure |
P9336 | Cautious | Trust | USD | 2025-10-14 | 263,082 | 24,971 | 238,111 | 1 | 39.4 | 41 | 7.3 | 12.2 | IEF:22.2%;AMZN:22.2%;XLF:14.7%;MUB:18.7%;VTI:22.2% | US:69.1;EU:11.1;APAC:5.8;EM:10.3;Other:3.7 | Value:0.0;Growth:-0.1;Quality:-0.1;Size:+0.1;Momentum:-0.8;LowVol:-1.0 | ESGOnly;NoMargin | 8 | 35 | 5.7 | trailing 10% | 165 | 13.8 | Sideways | 16.5 | 4.77 | 2.6 | 134 | 59 | 65 | 46 | false | Sell | Trim extended winner -1% | 31 | -8 | BrokerB | MKT | 100 | null | null | Normal monitoring | 57 | -42 | 166 | 4 | false | Monitor dispersion and breadth |
P9337 | Systematic | Roth | USD | 2024-08-04 | 580,594 | 51,559 | 529,035 | 1 | 56.1 | 34.4 | 3.2 | 6.4 | HYG:18.1%;MSFT:14.9%;BRK.B:21.0%;MUB:21.4%;TSLA:8.4%;IEF:16.1% | US:59.7;EU:10.8;APAC:15.1;EM:9.7;Other:4.7 | Value:-0.4;Growth:-0.0;Quality:+0.2;Size:+0.2;Momentum:-0.8;LowVol:-0.0 | MaxPos6% | 7 | 25 | 5.4 | trailing 9% | 203 | 21.5 | Bear | 23.4 | 4.09 | 1.7 | 184 | -78 | 14 | 53 | false | Rebalance | Shift +1% to bonds from equity | 30 | 9 | BrokerB | MKT | 95 | null | null | Normal monitoring | 37 | 0 | 156 | 4 | false | Monitor dispersion and breadth |
P9338 | Active | Taxable | USD | 2024-07-20 | 643,702 | 57,462 | 586,240 | 1 | 54.5 | 25.1 | 11 | 9.4 | VOO:21.7%;TSLA:22.4%;VTI:15.6%;MSFT:17.8%;AMZN:22.4% | US:63.1;EU:8.4;APAC:12.0;EM:12.9;Other:3.6 | Value:-0.2;Growth:-0.5;Quality:+0.2;Size:-0.1;Momentum:+0.6;LowVol:+0.4 | null | 8 | 30 | 4.5 | trailing 9% | 205 | 18.3 | Bear | 33.8 | 3.23 | 1.4 | 145 | -25 | 48 | 76 | true | Hedge | Buy index puts 1% notional | -7 | -24 | BrokerA | MKT | 100 | VAR>budget | Hedge | Risk above budget threshold | 97 | 17 | 237 | 3 | false | Monitor dispersion and breadth |
P9339 | Active | Roth | USD | 2025-07-16 | 1,106,441 | 81,352 | 1,025,089 | 1 | 68.4 | 26.7 | 0 | 4.9 | VTI:19.8%;XLF:21.5%;MUB:21.5%;HYG:8.7%;IEF:14.7%;BND:13.9% | US:75.6;EU:5.9;APAC:11.9;EM:3.7;Other:2.9 | Value:+0.7;Growth:0.0;Quality:+1.0;Size:-0.1;Momentum:+0.1;LowVol:-0.3 | null | 5 | 35 | 5.4 | hard 12% | 216 | 23.1 | Bull | 13.6 | 4.83 | 3.4 | 113 | 3 | 57 | 48 | false | NoAction | Within bands; monitor | 27 | -21 | BrokerD | MKT | 0 | null | null | Normal monitoring | 9 | -6 | 87 | 4 | false | Within IPS guidelines |
P9340 | Cautious | 401k | USD | 2024-11-21 | 790,554 | 105,350 | 685,204 | 1 | 39.8 | 41.3 | 8.7 | 10.3 | TSLA:27.9%;TLT:18.2%;QQQ:27.9%;BRK.B:25.9% | US:65.3;EU:9.9;APAC:10.6;EM:13.1;Other:1.1 | Value:-0.3;Growth:-0.1;Quality:-0.4;Size:-0.6;Momentum:-0.6;LowVol:-0.8 | ESGOnly;MaxPos8%;NoMargin | 8 | 35 | 3.4 | trailing 8% | 163 | 14.6 | Volatile | 24.2 | 3.71 | 2.8 | 130 | 27 | 58 | 60 | false | Rebalance | Shift +1% to bonds from equity | -7 | -28 | BrokerA | LMT | 91 | null | null | Normal monitoring | 96 | -23 | 208 | 4 | false | Monitor dispersion and breadth |
P9341 | Cautious | IRA | USD | 2024-09-21 | 230,966 | 20,687 | 210,279 | 1 | 50.6 | 30.6 | 3.2 | 15.7 | QQQ:33.3%;VTI:33.3%;AMZN:33.3% | US:65.1;EU:13.3;APAC:13.6;EM:3.1;Other:4.9 | Value:-0.1;Growth:+0.4;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:+0.3 | NoMargin | 6 | 35 | 3.1 | trailing 8% | 155 | 13.2 | Bull | 13.5 | 4.13 | 2.1 | 79 | 62 | 77 | 34 | false | Rebalance | Shift +1% to bonds from equity | 21 | -21 | BrokerD | LMT | 99 | null | null | Normal monitoring | 116 | -5 | 171 | 4 | false | Tighten stops on momentum names |
P9342 | Cautious | Roth | USD | 2024-11-16 | 655,287 | 59,974 | 595,313 | 1 | 51.2 | 37.1 | 0 | 11.7 | VOO:31.3%;AAPL:31.3%;TSLA:17.0%;VNQ:20.4% | US:59.5;EU:19.4;APAC:10.9;EM:9.9;Other:0.3 | Value:+0.6;Growth:+1.0;Quality:+0.3;Size:-0.6;Momentum:-0.1;LowVol:-0.6 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 7 | 35 | 5.5 | trailing 10% | 140 | 19 | Bear | 33.1 | 4.14 | 1.3 | 213 | 23 | 57 | 80 | true | Rebalance | Rebalance back to target bands | -5 | -11 | BrokerD | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -7 | -52 | 107 | 2 | false | Monitor dispersion and breadth |
P9343 | Active | Taxable | USD | 2024-08-06 | 1,106,862 | 127,570 | 979,292 | 1.25 | 53.3 | 29.4 | 7.6 | 9.7 | MUB:22.7%;TLT:22.7%;QQQ:15.1%;AMZN:16.8%;VNQ:22.7% | US:55.9;EU:14.5;APAC:14.5;EM:12.7;Other:2.4 | Value:-0.3;Growth:-0.5;Quality:-0.7;Size:-0.7;Momentum:+0.9;LowVol:+1.0 | NoDerivatives | 6 | 30 | 4.2 | trailing 9% | 196 | 25.1 | Bull | 11.3 | 3.52 | 3.5 | 98 | 113 | 93 | 27 | false | Hedge | Add TLT +1% as duration hedge | 10 | -7 | BrokerC | MKT | 96 | null | null | Normal monitoring | -26 | -31 | 49 | 3 | false | Increase defensive factor exposure |
P9344 | Hands-off | Taxable | USD | 2025-06-29 | 312,002 | 27,542 | 284,460 | 1 | 57.8 | 18.2 | 14.7 | 9.4 | QQQ:24.1%;BND:24.1%;TLT:10.0%;IEF:19.8%;VNQ:22.0% | US:69.9;EU:6.4;APAC:13.1;EM:7.1;Other:3.5 | Value:+1.0;Growth:-0.0;Quality:-0.9;Size:+0.7;Momentum:+0.5;LowVol:+0.5 | MaxPos6%;NoDerivatives | 6 | 30 | 5.1 | trailing 8% | 137 | 16.2 | Sideways | 18.3 | 3.98 | 2.2 | 105 | 36 | 54 | 41 | true | Hedge | Buy index puts 1% notional | 16 | -32 | BrokerC | MKT | 88 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 36 | -7 | 64 | 3 | false | Tighten stops on momentum names |
P9345 | Active | Trust | USD | 2024-07-13 | 788,065 | 52,355 | 735,710 | 1 | 57.6 | 30.2 | 4.1 | 8.1 | HYG:26.1%;AMZN:26.1%;MSFT:26.1%;VOO:21.7% | US:63.2;EU:13.8;APAC:8.4;EM:9.8;Other:4.8 | Value:+0.7;Growth:-0.6;Quality:-0.6;Size:+0.7;Momentum:+0.3;LowVol:-0.5 | MaxPos8% | 6 | 30 | 6 | trailing 8% | 217 | 23 | Sideways | 14.1 | 4.02 | 3.1 | 99 | -6 | 47 | 49 | false | Sell | Trim extended winner -1% | -6 | -29 | BrokerC | MKT | 100 | null | null | Normal monitoring | 82 | -41 | 80 | 4 | false | Tighten stops on momentum names |
P9346 | Opportunistic | Trust | USD | 2025-06-11 | 1,107,702 | 51,000 | 1,056,702 | 1 | 70.8 | 15.9 | 5.2 | 8.1 | XLF:25.0%;BND:25.0%;HYG:25.0%;BRK.B:25.0% | US:67.2;EU:11.5;APAC:11.3;EM:7.1;Other:3.0 | Value:-0.3;Growth:-0.5;Quality:-0.2;Size:-0.2;Momentum:-1.0;LowVol:-0.4 | null | 7 | 30 | 5.1 | hard 12% | 266 | 23.4 | Volatile | 25.4 | 3.88 | 4.1 | 159 | -4 | 45 | 74 | true | Hedge | Buy index puts 1% notional | 24 | -11 | BrokerC | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | -10 | 12 | 60 | 4 | false | Within IPS guidelines |
P9347 | Hands-off | IRA | USD | 2025-04-19 | 350,567 | 29,824 | 320,743 | 1 | 57.7 | 15.7 | 20.6 | 6 | VTI:22.5%;MUB:7.6%;BND:12.6%;TSLA:20.2%;AAPL:14.7%;QQQ:22.5% | US:68.7;EU:7.7;APAC:9.0;EM:8.7;Other:5.8 | Value:+0.1;Growth:-0.5;Quality:-0.7;Size:-0.3;Momentum:+0.9;LowVol:+0.3 | ESGOnly;MaxPos6% | 6 | 25 | 3.3 | hard 10% | 136 | 12.3 | Bull | 16 | 4.73 | 2.2 | 93 | 82 | 88 | 39 | false | Sell | Trim extended winner -1% | -2 | -7 | BrokerA | MKT | 92 | null | null | Normal monitoring | -34 | -51 | 38 | 4 | false | Increase defensive factor exposure |
P9348 | Systematic | Roth | USD | 2024-07-07 | 1,421,925 | 141,439 | 1,280,486 | 1 | 56.5 | 33 | 3.6 | 6.9 | BRK.B:36.6%;VTI:26.7%;AMZN:36.6% | US:69.5;EU:14.6;APAC:7.0;EM:4.1;Other:4.7 | Value:+0.8;Growth:+0.3;Quality:+0.3;Size:+0.8;Momentum:0.0;LowVol:-0.4 | MaxPos8%;NoDerivatives | 7 | 35 | 4.4 | trailing 8% | 176 | 20.2 | Bull | 15.1 | 3.87 | 2.1 | 110 | 112 | 100 | 37 | false | Buy | Add to core equity +1% | 20 | -16 | BrokerC | MKT | 94 | null | null | Normal monitoring | 85 | -38 | 211 | 4 | false | Monitor dispersion and breadth |
P9349 | Cautious | Trust | USD | 2025-07-28 | 755,485 | 111,502 | 643,983 | 1 | 42.9 | 39.2 | 1.4 | 16.5 | HYG:21.6%;MSFT:21.6%;TLT:12.0%;AAPL:18.3%;GLD:10.7%;TSLA:15.8% | US:59.5;EU:21.8;APAC:8.6;EM:6.0;Other:4.0 | Value:-0.6;Growth:+0.8;Quality:+0.8;Size:+0.2;Momentum:+0.7;LowVol:-0.4 | NoDerivatives;NoMargin | 6 | 35 | 4.7 | hard 10% | 163 | 15.5 | Volatile | 23.8 | 5.38 | 2.7 | 158 | 77 | 81 | 54 | false | Rebalance | Shift +1% to bonds from equity | -11 | -33 | BrokerA | LMT | 87 | null | null | Normal monitoring | 58 | 10 | 163 | 4 | false | Monitor dispersion and breadth |
P9350 | Cautious | IRA | USD | 2024-08-25 | 493,423 | 76,089 | 417,334 | 1 | 47.6 | 39.9 | 0 | 12.5 | XLF:22.0%;VTI:11.9%;GLD:22.0%;BRK.B:22.0%;AMZN:22.0% | US:73.8;EU:10.0;APAC:9.6;EM:5.9;Other:0.7 | Value:+0.3;Growth:-0.3;Quality:-0.6;Size:-0.6;Momentum:-0.8;LowVol:-0.7 | NoDerivatives;NoMargin | 10 | 25 | 3.9 | trailing 10% | 130 | 17.2 | Bear | 26.1 | 3.09 | 1.8 | 158 | 12 | 51 | 63 | false | Buy | Add to core equity +1% | 3 | -21 | BrokerD | VWAP | 87 | null | null | Normal monitoring | 50 | -20 | 44 | 5 | false | Tighten stops on momentum names |
P9351 | Systematic | 401k | USD | 2025-03-15 | 817,742 | 35,633 | 782,109 | 1 | 58.2 | 24.2 | 10 | 7.6 | TLT:28.4%;GLD:28.4%;QQQ:14.7%;BND:28.4% | US:60.8;EU:14.7;APAC:13.0;EM:7.6;Other:3.9 | Value:+0.1;Growth:+0.7;Quality:+1.0;Size:-0.7;Momentum:-0.7;LowVol:+0.2 | null | 10 | 25 | 4.4 | trailing 8% | 151 | 25.1 | Volatile | 22.1 | 4.22 | 3.7 | 137 | 78 | 84 | 67 | false | Rebalance | Shift +1% to bonds from equity | 35 | -9 | BrokerD | LMT | 98 | null | null | Normal monitoring | -48 | -13 | 91 | 3 | false | Within IPS guidelines |
P9352 | Opportunistic | Taxable | USD | 2024-09-10 | 915,535 | 65,218 | 850,317 | 1 | 61.2 | 20.8 | 12.8 | 5.2 | MUB:27.6%;IEF:27.6%;AAPL:17.3%;HYG:27.6% | US:71.6;EU:7.5;APAC:10.1;EM:9.3;Other:1.5 | Value:+0.6;Growth:-0.8;Quality:-0.8;Size:-0.6;Momentum:+0.2;LowVol:-0.8 | MaxPos8% | 10 | 30 | 4.8 | hard 12% | 253 | 25.6 | Sideways | 14.8 | 4.52 | 2.1 | 139 | 34 | 72 | 52 | false | Hedge | Add TLT +1% as duration hedge | -3 | 13 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 115 | -24 | 140 | 3 | false | Tighten stops on momentum names |
P9353 | Hands-off | IRA | USD | 2024-07-15 | 212,990 | 20,140 | 192,850 | 1 | 64.6 | 24.3 | 3.2 | 7.8 | VOO:23.4%;AAPL:12.1%;GLD:17.8%;XLF:23.4%;BND:23.4% | US:64.6;EU:11.4;APAC:9.5;EM:9.8;Other:4.7 | Value:+1.0;Growth:+0.3;Quality:-0.2;Size:+0.8;Momentum:+0.8;LowVol:+0.7 | MaxPos8%;NoDerivatives | 8 | 35 | 4.6 | hard 10% | 166 | 14.8 | Bull | 11.4 | 4.69 | 2.6 | 93 | 72 | 99 | 45 | false | Rebalance | Shift +1% to bonds from equity | -10 | -35 | BrokerD | LMT | 95 | null | null | Normal monitoring | -36 | -41 | -17 | 3 | false | Increase defensive factor exposure |
P9354 | Active | Taxable | USD | 2025-10-26 | 1,577,886 | 113,280 | 1,464,606 | 1 | 54.5 | 29.4 | 9.2 | 6.9 | VTI:22.4%;MUB:25.9%;BRK.B:25.9%;VNQ:25.9% | US:63.6;EU:12.3;APAC:13.9;EM:9.6;Other:0.5 | Value:-0.8;Growth:+0.6;Quality:-0.6;Size:-0.8;Momentum:+0.9;LowVol:+0.7 | null | 7 | 25 | 5.4 | hard 12% | 179 | 20.6 | Volatile | 23 | 4.54 | 2.6 | 132 | 12 | 69 | 48 | false | Sell | Trim extended winner -1% | 7 | -39 | BrokerC | LMT | 87 | null | null | Normal monitoring | 36 | 7 | 153 | 5 | false | Increase defensive factor exposure |
P9355 | Active | IRA | USD | 2024-11-04 | 626,079 | 48,128 | 577,951 | 1 | 54.9 | 25.5 | 14.2 | 5.4 | VNQ:33.3%;TLT:33.3%;VOO:33.3% | US:59.8;EU:19.8;APAC:7.3;EM:11.3;Other:1.7 | Value:-0.0;Growth:+0.1;Quality:+0.5;Size:-1.0;Momentum:+0.7;LowVol:-0.3 | null | 8 | 30 | 4.5 | trailing 8% | 141 | 19.7 | Bear | 32.5 | 4.29 | 2.5 | 145 | -33 | 29 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | 4 | BrokerB | VWAP | 100 | VAR>budget | Hedge | Risk above budget threshold | 27 | 8 | 52 | 2 | true | Monitor dispersion and breadth |
P9356 | Opportunistic | Roth | USD | 2025-12-02 | 1,142,988 | 69,731 | 1,073,257 | 1 | 72 | 18.9 | 0.6 | 8.5 | TLT:33.3%;HYG:33.3%;BND:33.3% | US:72.3;EU:9.8;APAC:12.2;EM:4.7;Other:1.0 | Value:+0.7;Growth:+0.7;Quality:+0.8;Size:+0.4;Momentum:+0.1;LowVol:+0.3 | MaxPos6% | 7 | 30 | 5.6 | trailing 7% | 233 | 24.1 | Bull | 11.9 | 4.08 | 2.7 | 84 | 16 | 55 | 56 | false | Rebalance | Shift +1% to bonds from equity | 8 | -31 | BrokerB | LMT | 91 | null | null | Normal monitoring | 10 | -50 | 92 | 4 | false | Tax-aware sells next window |
P9357 | Hands-off | Taxable | USD | 2025-06-17 | 612,431 | 53,482 | 558,949 | 1 | 57.6 | 24.2 | 9.2 | 9 | VNQ:8.6%;BRK.B:22.3%;AAPL:18.8%;AMZN:15.4%;GLD:22.3%;VTI:12.6% | US:76.1;EU:12.8;APAC:5.8;EM:5.1;Other:0.2 | Value:+0.7;Growth:-0.6;Quality:+1.0;Size:-0.5;Momentum:+0.4;LowVol:-0.3 | MaxPos5% | 6 | 35 | 3 | trailing 8% | 125 | 18.5 | Bull | 14.7 | 4.91 | 2.5 | 93 | 33 | 71 | 33 | false | Sell | Trim extended winner -1% | -3 | -32 | BrokerC | LMT | 85 | null | null | Normal monitoring | 24 | -17 | 154 | 3 | false | Increase defensive factor exposure |
P9358 | Systematic | 401k | USD | 2025-03-04 | 443,156 | 31,428 | 411,728 | 1 | 65.2 | 23.6 | 2.8 | 8.4 | MUB:19.7%;XLF:20.3%;QQQ:20.3%;TLT:14.1%;VOO:13.8%;IEF:11.8% | US:65.0;EU:15.5;APAC:10.4;EM:5.4;Other:3.8 | Value:+0.8;Growth:+0.7;Quality:+0.4;Size:-0.3;Momentum:+0.5;LowVol:-0.7 | null | 6 | 35 | 5.6 | trailing 8% | 186 | 18.7 | Sideways | 14.3 | 4.08 | 3 | 139 | 17 | 63 | 50 | false | Buy | Add to core equity +1% | 5 | -36 | BrokerD | LMT | 86 | null | null | Normal monitoring | 107 | -23 | 118 | 5 | false | Increase defensive factor exposure |
P9359 | Active | Taxable | USD | 2025-11-24 | 2,408,704 | 172,891 | 2,235,813 | 1 | 60.6 | 29.5 | 4 | 5.9 | AAPL:33.3%;QQQ:33.3%;AMZN:33.3% | US:69.4;EU:6.2;APAC:9.2;EM:11.5;Other:3.7 | Value:-0.1;Growth:-0.5;Quality:-0.7;Size:+0.5;Momentum:+0.8;LowVol:-0.9 | MaxPos5% | 6 | 25 | 5.6 | hard 12% | 168 | 19 | Bull | 14.3 | 3.63 | 2.7 | 100 | 6 | 68 | 49 | false | Buy | Add to core equity +1% | 11 | -34 | BrokerD | MKT | 92 | null | null | Normal monitoring | 113 | -3 | 195 | 3 | false | Monitor dispersion and breadth |
P9360 | Hands-off | Roth | USD | 2024-09-15 | 820,480 | 34,607 | 785,873 | 1 | 64.5 | 27.8 | 0 | 7.7 | VTI:13.8%;TLT:22.5%;AMZN:19.5%;TSLA:22.5%;BRK.B:21.7% | US:65.4;EU:18.0;APAC:10.8;EM:5.8;Other:0.0 | Value:+0.8;Growth:-0.7;Quality:-0.6;Size:-0.3;Momentum:-0.2;LowVol:+0.9 | ESGOnly;MaxPos8% | 10 | 30 | 4.6 | trailing 8% | 139 | 14.6 | Volatile | 30.4 | 4.51 | 2.8 | 150 | 47 | 80 | 87 | true | Hedge | Buy index puts 1% notional | -1 | 3 | BrokerD | LMT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 101 | -55 | 111 | 5 | false | Tax-aware sells next window |
P9361 | Cautious | Roth | USD | 2025-09-11 | 606,219 | 56,317 | 549,902 | 1 | 40.9 | 42.9 | 3.3 | 13 | AMZN:15.4%;GLD:23.1%;HYG:23.1%;XLF:23.1%;VTI:15.3% | US:62.2;EU:19.5;APAC:8.9;EM:6.9;Other:2.5 | Value:+0.1;Growth:+0.3;Quality:-0.6;Size:-0.5;Momentum:+0.2;LowVol:-1.0 | ESGOnly;MaxPos5%;NoMargin | 6 | 35 | 4.1 | trailing 10% | 140 | 12.7 | Volatile | 25.9 | 4.07 | 3.6 | 154 | 18 | 48 | 56 | false | Buy | Add to core equity +1% | 10 | 8 | BrokerD | MKT | 87 | null | null | Normal monitoring | 46 | -27 | 79 | 4 | false | Within IPS guidelines |
P9362 | Systematic | IRA | USD | 2025-01-05 | 570,938 | 34,811 | 536,127 | 1 | 61.6 | 29.1 | 0 | 9.3 | BRK.B:33.3%;VOO:33.3%;BND:33.3% | US:71.7;EU:7.5;APAC:7.7;EM:9.8;Other:3.4 | Value:-0.6;Growth:-0.8;Quality:+0.8;Size:-0.9;Momentum:+0.6;LowVol:+1.0 | NoDerivatives | 5 | 25 | 4.6 | trailing 9% | 129 | 27.9 | Volatile | 30.7 | 3.63 | 2.4 | 159 | 69 | 99 | 84 | true | Hedge | Buy index puts 1% notional | 32 | 3 | BrokerA | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 71 | -47 | 81 | 5 | false | Monitor dispersion and breadth |
P9363 | Hands-off | Trust | USD | 2024-08-08 | 887,604 | 85,106 | 802,498 | 1 | 63.9 | 27.5 | 0 | 8.6 | TSLA:28.0%;VOO:28.0%;HYG:15.9%;AAPL:28.0% | US:65.2;EU:15.0;APAC:10.7;EM:6.2;Other:2.8 | Value:-0.9;Growth:-1.0;Quality:-0.4;Size:-1.0;Momentum:-0.6;LowVol:+0.3 | MaxPos7% | 5 | 35 | 5.7 | trailing 8% | 93 | 16.8 | Sideways | 20.8 | 4.76 | 2.1 | 102 | 1 | 51 | 51 | false | Rebalance | Shift +1% to bonds from equity | 3 | -8 | BrokerC | LMT | 85 | null | null | Normal monitoring | 23 | -28 | 105 | 4 | false | Monitor dispersion and breadth |
P9364 | Opportunistic | 401k | USD | 2024-09-06 | 334,836 | 10,347 | 324,489 | 1 | 68.6 | 13.8 | 10.9 | 6.7 | HYG:24.8%;BND:12.7%;VNQ:21.2%;QQQ:24.8%;AAPL:16.5% | US:66.9;EU:11.5;APAC:11.0;EM:9.1;Other:1.7 | Value:+0.9;Growth:+0.9;Quality:+0.7;Size:+0.8;Momentum:-1.0;LowVol:-1.0 | NoDerivatives | 10 | 25 | 4.3 | trailing 7% | 243 | 34.4 | Bear | 28.7 | 4.28 | 2.6 | 176 | -21 | 31 | 79 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -40 | BrokerA | LMT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 115 | -20 | 246 | 5 | false | Tax-aware sells next window |
P9365 | Active | 401k | USD | 2025-09-21 | 1,268,255 | 145,488 | 1,122,767 | 1.09 | 52.7 | 32 | 7.6 | 7.7 | VOO:21.9%;BRK.B:21.9%;TSLA:19.3%;TLT:17.0%;BND:20.0% | US:64.7;EU:10.4;APAC:12.4;EM:12.5;Other:0.1 | Value:-0.3;Growth:-0.7;Quality:+0.6;Size:+0.4;Momentum:+0.5;LowVol:-0.2 | null | 10 | 35 | 5.5 | hard 12% | 191 | 21 | Volatile | 26.7 | 4.97 | 3.5 | 111 | -56 | 13 | 69 | false | Sell | Trim extended winner -1% | 19 | -12 | BrokerC | MKT | 86 | null | null | Normal monitoring | 34 | -29 | 52 | 5 | false | Increase defensive factor exposure |
P9366 | Hands-off | Trust | USD | 2025-11-16 | 556,400 | 39,902 | 516,498 | 1 | 56.7 | 17.2 | 21 | 5.1 | AMZN:23.0%;MSFT:23.0%;GLD:23.0%;MUB:15.2%;VTI:15.8% | US:67.2;EU:17.0;APAC:8.2;EM:4.7;Other:2.9 | Value:-0.3;Growth:-0.9;Quality:+0.4;Size:-1.0;Momentum:-0.8;LowVol:+0.9 | ESGOnly | 7 | 30 | 3.9 | trailing 8% | 101 | 13.8 | Bear | 22.3 | 4.49 | 2.2 | 214 | -86 | 5 | 61 | false | NoAction | Within bands; monitor | -3 | -13 | BrokerC | LMT | 85 | null | null | Normal monitoring | -44 | -10 | -48 | 4 | false | Within IPS guidelines |
P9367 | Active | 401k | USD | 2025-12-16 | 2,248,643 | 183,366 | 2,065,277 | 1 | 51.9 | 23.7 | 17.5 | 6.9 | XLF:22.5%;AAPL:22.5%;BRK.B:22.5%;AMZN:13.0%;MUB:19.6% | US:65.6;EU:7.0;APAC:11.6;EM:12.1;Other:3.6 | Value:-0.3;Growth:+0.5;Quality:-0.9;Size:+0.1;Momentum:0.0;LowVol:-0.5 | null | 5 | 35 | 5.2 | hard 12% | 144 | 18.7 | Sideways | 15.1 | 4.37 | 2.5 | 96 | 31 | 79 | 47 | false | Buy | Add to core equity +1% | -4 | 6 | BrokerC | MKT | 89 | null | null | Normal monitoring | 115 | -41 | 206 | 4 | false | Tighten stops on momentum names |
P9368 | Cautious | IRA | USD | 2024-09-02 | 291,101 | 41,107 | 249,994 | 1 | 46.7 | 37.6 | 0 | 15.7 | TLT:22.4%;XLF:16.1%;VNQ:22.4%;VOO:22.4%;GLD:16.8% | US:65.5;EU:16.5;APAC:11.2;EM:6.4;Other:0.4 | Value:+0.4;Growth:+0.3;Quality:+0.6;Size:-0.5;Momentum:-0.4;LowVol:+0.5 | NoMargin | 7 | 30 | 6 | trailing 8% | 143 | 14.8 | Bear | 25.5 | 3.85 | 1.5 | 203 | -91 | 15 | 59 | false | Sell | Trim extended winner -1% | 27 | -34 | BrokerD | VWAP | 86 | null | null | Normal monitoring | 118 | -59 | 111 | 4 | false | Tax-aware sells next window |
P9369 | Cautious | IRA | USD | 2024-10-03 | 609,467 | 53,135 | 556,332 | 1 | 47.7 | 38.8 | 0 | 13.5 | IEF:21.3%;VOO:15.4%;MUB:20.6%;HYG:21.3%;AMZN:21.3% | US:59.9;EU:16.1;APAC:10.1;EM:8.9;Other:5.0 | Value:+0.5;Growth:-0.7;Quality:-0.1;Size:+0.9;Momentum:+0.4;LowVol:-0.5 | MaxPos6%;NoDerivatives;NoMargin | 6 | 30 | 3.6 | trailing 8% | 124 | 16.2 | Bull | 17.3 | 3.92 | 3.3 | 117 | 20 | 58 | 42 | true | Hedge | Buy index puts 1% notional | 3 | -38 | BrokerD | LMT | 88 | VAR>budget | Reduce | Risk above budget threshold | 18 | -31 | 145 | 5 | false | Monitor dispersion and breadth |
P9370 | Systematic | Taxable | USD | 2025-11-21 | 923,168 | 91,157 | 832,011 | 1 | 61 | 26.2 | 3.9 | 8.8 | QQQ:25.2%;XLF:18.5%;IEF:19.7%;VNQ:11.4%;AAPL:25.2% | US:59.3;EU:14.9;APAC:10.6;EM:10.2;Other:5.1 | Value:-0.5;Growth:+0.4;Quality:0.0;Size:-0.8;Momentum:-0.1;LowVol:-0.2 | MaxPos5% | 5 | 35 | 5.2 | trailing 8% | 189 | 21.8 | Volatile | 21.2 | 3.87 | 4.4 | 129 | 23 | 67 | 50 | false | Sell | Trim extended winner -1% | 31 | -27 | BrokerD | MKT | 89 | null | null | Normal monitoring | 15 | -33 | 3 | 4 | false | Tax-aware sells next window |
P9371 | Active | IRA | USD | 2025-02-08 | 2,070,510 | 188,128 | 1,882,382 | 1 | 57 | 27.3 | 7.7 | 8 | VNQ:16.7%;MUB:22.5%;AMZN:22.5%;MSFT:15.9%;HYG:22.5% | US:57.9;EU:17.3;APAC:12.1;EM:8.4;Other:4.2 | Value:+0.2;Growth:+0.1;Quality:-0.9;Size:+0.3;Momentum:-0.6;LowVol:+0.5 | MaxPos7%;NoDerivatives | 6 | 25 | 5.2 | trailing 9% | 225 | 18.1 | Volatile | 31.6 | 5.49 | 4.2 | 143 | 28 | 53 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 20 | -31 | BrokerC | MKT | 97 | RegimeShift | Pause | Volatility spike and breadth deterioration | 107 | -41 | 105 | 5 | false | Tighten stops on momentum names |
P9372 | Hands-off | IRA | USD | 2025-01-07 | 850,517 | 71,749 | 778,768 | 1 | 64.6 | 26.5 | 0 | 8.9 | VOO:32.0%;GLD:34.0%;VNQ:34.0% | US:71.6;EU:10.1;APAC:8.8;EM:4.7;Other:4.8 | Value:+0.2;Growth:+0.7;Quality:+0.5;Size:+0.1;Momentum:-0.0;LowVol:-0.8 | ESGOnly;MaxPos6% | 10 | 30 | 5.5 | trailing 10% | 150 | 12.3 | Bear | 23.3 | 3.92 | 1.4 | 160 | 15 | 67 | 62 | false | Rebalance | Shift +1% to bonds from equity | -14 | 15 | BrokerB | LMT | 99 | null | null | Normal monitoring | 17 | -57 | 125 | 3 | false | Within IPS guidelines |
P9373 | Active | IRA | USD | 2025-11-10 | 1,812,207 | 156,605 | 1,655,602 | 1 | 57.8 | 26.4 | 8 | 7.8 | BND:25.3%;AMZN:24.1%;GLD:25.3%;TLT:25.3% | US:70.6;EU:7.0;APAC:9.6;EM:6.2;Other:6.7 | Value:+0.8;Growth:-0.1;Quality:+0.2;Size:-0.0;Momentum:-0.5;LowVol:-0.8 | MaxPos8%;NoDerivatives | 8 | 30 | 5.5 | hard 12% | 194 | 18.1 | Sideways | 19.4 | 4.46 | 2.1 | 120 | 39 | 58 | 53 | false | Buy | Add to core equity +1% | -5 | -8 | BrokerC | MKT | 99 | null | null | Normal monitoring | 12 | -28 | -25 | 3 | false | Increase defensive factor exposure |
P9374 | Systematic | Taxable | USD | 2025-10-22 | 1,797,725 | 141,123 | 1,656,602 | 1 | 61.5 | 31.2 | 0 | 7.3 | HYG:23.1%;VOO:28.1%;QQQ:20.8%;AMZN:28.1% | US:71.7;EU:6.9;APAC:8.3;EM:10.6;Other:2.5 | Value:-0.7;Growth:-0.9;Quality:-0.4;Size:+0.4;Momentum:+0.2;LowVol:+0.6 | MaxPos6%;NoDerivatives | 7 | 35 | 4.8 | trailing 8% | 223 | 22.8 | Volatile | 26.9 | 5.1 | 2 | 132 | -31 | 27 | 69 | false | Hedge | Add TLT +1% as duration hedge | 17 | 5 | BrokerC | MKT | 91 | null | null | Normal monitoring | 76 | -30 | 206 | 5 | false | Within IPS guidelines |
P9375 | Hands-off | Trust | USD | 2024-10-16 | 542,131 | 32,245 | 509,886 | 1 | 65.7 | 24 | 5.2 | 5.1 | MUB:28.0%;TSLA:21.9%;XLF:22.0%;AAPL:28.0% | US:68.4;EU:12.7;APAC:7.0;EM:9.0;Other:3.0 | Value:-0.4;Growth:+0.8;Quality:-0.5;Size:-0.7;Momentum:+0.2;LowVol:+1.0 | ESGOnly;MaxPos5% | 8 | 25 | 5.4 | trailing 8% | 101 | 14.1 | Volatile | 26.9 | 5.31 | 3.6 | 117 | -20 | 33 | 65 | false | Sell | Trim extended winner -1% | 0 | -16 | BrokerB | LMT | 86 | null | null | Normal monitoring | 61 | -19 | 121 | 3 | false | Within IPS guidelines |
P9376 | Opportunistic | Roth | USD | 2024-09-04 | 417,424 | 14,568 | 402,856 | 1 | 60.1 | 19.7 | 11.2 | 9 | MSFT:24.7%;MUB:23.1%;IEF:26.1%;TLT:26.1% | US:60.3;EU:17.9;APAC:11.9;EM:5.2;Other:4.7 | Value:+0.2;Growth:0.0;Quality:-0.8;Size:-0.4;Momentum:+0.7;LowVol:+0.3 | null | 7 | 25 | 6.9 | trailing 9% | 217 | 28.3 | Volatile | 31.6 | 4.47 | 4.2 | 138 | -9 | 51 | 80 | true | Hedge | Buy index puts 1% notional | 16 | -39 | BrokerA | LMT | 93 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -52 | -26 | 8 | 5 | false | Tighten stops on momentum names |
P9377 | Hands-off | Roth | USD | 2025-04-25 | 779,359 | 39,782 | 739,577 | 1 | 66 | 26.8 | 0 | 7.2 | BRK.B:21.8%;VNQ:26.1%;TLT:26.1%;AMZN:26.1% | US:75.6;EU:8.8;APAC:8.5;EM:5.5;Other:1.5 | Value:+0.3;Growth:-0.2;Quality:-0.9;Size:-0.2;Momentum:+0.6;LowVol:+0.2 | null | 6 | 25 | 5.7 | trailing 8% | 164 | 13.8 | Bear | 26.9 | 3.75 | 1.6 | 194 | -100 | 14 | 82 | true | Hedge | Buy index puts 1% notional | 2 | -21 | BrokerD | MKT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -24 | 18 | 29 | 3 | false | Monitor dispersion and breadth |
P9378 | Opportunistic | 401k | USD | 2024-08-30 | 724,579 | 61,981 | 662,598 | 1 | 70.8 | 18.9 | 5.2 | 5.1 | BND:26.0%;TLT:26.0%;VOO:26.0%;QQQ:22.1% | US:71.6;EU:7.7;APAC:14.3;EM:4.1;Other:2.3 | Value:+0.7;Growth:-0.6;Quality:0.0;Size:+0.9;Momentum:+0.4;LowVol:-0.4 | null | 8 | 35 | 4.3 | trailing 7% | 181 | 27.6 | Bull | 12.4 | 4.39 | 2.1 | 88 | 74 | 82 | 42 | false | Hedge | Add TLT +1% as duration hedge | 23 | -24 | BrokerD | VWAP | 97 | null | null | Normal monitoring | 92 | -18 | 140 | 5 | false | Tax-aware sells next window |
P9379 | Cautious | 401k | USD | 2025-06-26 | 619,651 | 69,879 | 549,772 | 1 | 44.3 | 30 | 9.8 | 15.8 | GLD:19.6%;VNQ:11.0%;IEF:23.1%;VOO:23.1%;TLT:23.1% | US:62.4;EU:14.5;APAC:10.6;EM:9.0;Other:3.5 | Value:-0.6;Growth:+0.4;Quality:-1.0;Size:+0.6;Momentum:-0.7;LowVol:+0.2 | MaxPos5%;NoMargin | 6 | 30 | 5.8 | hard 10% | 104 | 18.2 | Volatile | 23.7 | 4.45 | 3.2 | 134 | -43 | 39 | 44 | false | Rebalance | Shift +1% to bonds from equity | 9 | -35 | BrokerC | MKT | 94 | null | null | Normal monitoring | 26 | 0 | 93 | 3 | false | Increase defensive factor exposure |
P9380 | Opportunistic | 401k | USD | 2025-03-27 | 1,099,303 | 36,674 | 1,062,629 | 1 | 73.1 | 20.1 | 2.3 | 4.6 | AMZN:24.7%;TLT:27.1%;BND:27.1%;XLF:21.2% | US:65.8;EU:14.6;APAC:7.6;EM:9.6;Other:2.3 | Value:+0.7;Growth:-0.6;Quality:-0.1;Size:-0.5;Momentum:+0.6;LowVol:+0.7 | MaxPos6% | 6 | 25 | 6.5 | trailing 7% | 206 | 24.9 | Volatile | 26.9 | 5.44 | 4 | 150 | 37 | 53 | 87 | true | Hedge | Buy index puts 1% notional | -6 | -29 | BrokerB | LMT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 20 | -44 | 148 | 2 | true | Increase defensive factor exposure |
P9381 | Cautious | Roth | USD | 2025-08-23 | 890,932 | 102,017 | 788,915 | 1 | 47.2 | 38.3 | 0 | 14.5 | GLD:22.9%;HYG:7.0%;TLT:22.9%;BND:8.2%;MSFT:22.9%;VOO:16.0% | US:69.3;EU:12.0;APAC:11.9;EM:5.2;Other:1.7 | Value:+0.3;Growth:-0.5;Quality:-0.1;Size:-0.4;Momentum:-0.3;LowVol:+0.2 | NoMargin | 10 | 35 | 4.4 | trailing 8% | 123 | 18.9 | Bull | 13.6 | 4.75 | 2.2 | 109 | 70 | 87 | 26 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | 15 | BrokerA | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 1 | 18 | -3 | 4 | false | Tax-aware sells next window |
P9382 | Hands-off | Roth | USD | 2025-05-29 | 166,176 | 11,651 | 154,525 | 1 | 61.9 | 27.1 | 4.7 | 6.3 | QQQ:35.0%;BRK.B:30.0%;VTI:35.0% | US:63.1;EU:16.1;APAC:13.5;EM:5.2;Other:2.0 | Value:+0.9;Growth:+0.6;Quality:+0.9;Size:-1.0;Momentum:+0.5;LowVol:+0.8 | ESGOnly;NoDerivatives | 10 | 35 | 6 | hard 10% | 152 | 17.3 | Sideways | 20.4 | 3.76 | 2.3 | 111 | -24 | 40 | 63 | false | NoAction | Within bands; monitor | -3 | 3 | BrokerC | LMT | 97 | null | null | Normal monitoring | 31 | -60 | 128 | 5 | false | Tax-aware sells next window |
P9383 | Cautious | Roth | USD | 2025-09-15 | 506,639 | 77,868 | 428,771 | 1 | 35.4 | 43.3 | 5.2 | 16.2 | MUB:33.3%;VNQ:33.3%;QQQ:33.3% | US:69.7;EU:8.0;APAC:6.4;EM:12.0;Other:4.0 | Value:-0.3;Growth:+0.4;Quality:+0.9;Size:+0.8;Momentum:+0.2;LowVol:+0.3 | NoMargin | 8 | 35 | 4 | hard 10% | 104 | 18.9 | Volatile | 20.6 | 3.72 | 4.4 | 171 | -18 | 43 | 41 | false | Buy | Add to core equity +1% | 3 | 0 | BrokerD | MKT | 88 | null | null | Normal monitoring | -58 | -26 | -3 | 4 | false | Tighten stops on momentum names |
P9384 | Cautious | Roth | USD | 2025-03-31 | 312,992 | 48,658 | 264,334 | 1 | 38.2 | 30.4 | 15.7 | 15.7 | TLT:22.4%;TSLA:15.0%;VOO:24.0%;BRK.B:24.0%;IEF:14.5% | US:68.3;EU:16.6;APAC:7.7;EM:5.9;Other:1.4 | Value:+0.8;Growth:-0.6;Quality:+0.6;Size:-0.6;Momentum:+0.9;LowVol:-1.0 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 6 | 35 | 4.8 | trailing 8% | 95 | 13.2 | Sideways | 20.4 | 4.05 | 3.3 | 91 | 9 | 41 | 37 | false | Rebalance | Shift +1% to bonds from equity | 1 | 8 | BrokerC | MKT | 88 | null | null | Normal monitoring | 41 | -32 | 96 | 3 | false | Within IPS guidelines |
P9385 | Cautious | Roth | USD | 2025-08-30 | 531,739 | 56,163 | 475,576 | 1 | 46.7 | 37.6 | 3.7 | 12 | HYG:33.3%;BND:33.3%;TLT:33.3% | US:63.8;EU:16.8;APAC:11.9;EM:4.3;Other:3.1 | Value:+0.4;Growth:-0.6;Quality:+0.6;Size:-0.2;Momentum:+0.4;LowVol:+0.2 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 5 | trailing 10% | 163 | 19.3 | Sideways | 20.1 | 3.9 | 2.6 | 94 | 47 | 66 | 57 | false | Sell | Trim extended winner -1% | -10 | -28 | BrokerA | MKT | 100 | null | null | Normal monitoring | -43 | 15 | 89 | 5 | false | Tax-aware sells next window |
P9386 | Systematic | Roth | USD | 2024-11-28 | 1,301,483 | 90,588 | 1,210,895 | 1 | 57.9 | 29.8 | 4.4 | 8 | QQQ:22.7%;HYG:22.7%;VNQ:22.7%;IEF:11.7%;TLT:9.5%;BND:10.8% | US:63.2;EU:11.5;APAC:9.3;EM:11.3;Other:4.6 | Value:+0.4;Growth:-0.9;Quality:-0.0;Size:-0.2;Momentum:+0.1;LowVol:+0.4 | MaxPos8%;NoDerivatives | 5 | 35 | 4.1 | hard 12% | 163 | 19.9 | Bear | 28.3 | 3.12 | 2.2 | 158 | 9 | 53 | 62 | false | Buy | Add to core equity +1% | 30 | -27 | BrokerA | LMT | 99 | null | null | Normal monitoring | 39 | -23 | 154 | 4 | false | Tax-aware sells next window |
P9387 | Active | IRA | USD | 2025-08-16 | 2,323,704 | 202,617 | 2,121,087 | 1 | 51.2 | 18 | 23.9 | 6.9 | BRK.B:26.6%;AAPL:10.2%;GLD:26.6%;HYG:9.9%;XLF:26.6% | US:63.1;EU:12.4;APAC:11.5;EM:12.0;Other:1.0 | Value:+0.9;Growth:-0.4;Quality:+0.8;Size:-0.1;Momentum:-0.3;LowVol:+0.1 | MaxPos5% | 10 | 30 | 5.5 | trailing 9% | 179 | 19.9 | Volatile | 22.5 | 4.49 | 3.7 | 177 | 16 | 67 | 53 | false | Buy | Add to core equity +1% | 28 | -33 | BrokerC | LMT | 90 | null | null | Normal monitoring | 100 | -17 | 81 | 3 | false | Within IPS guidelines |
P9388 | Hands-off | IRA | USD | 2025-11-12 | 448,070 | 35,961 | 412,109 | 1 | 64.1 | 25.2 | 5.5 | 5.1 | TLT:25.0%;GLD:25.0%;VNQ:25.0%;AMZN:25.0% | US:59.8;EU:9.7;APAC:14.4;EM:11.2;Other:4.9 | Value:-0.7;Growth:+0.3;Quality:-0.9;Size:-0.5;Momentum:-0.8;LowVol:+0.1 | ESGOnly | 6 | 30 | 4.2 | trailing 8% | 104 | 13.1 | Bear | 29.1 | 3.93 | 1.5 | 142 | -13 | 55 | 71 | true | Hedge | Buy index puts 1% notional | 17 | -4 | BrokerA | LMT | 91 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 2 | 13 | 74 | 4 | false | Increase defensive factor exposure |
P9389 | Cautious | Roth | USD | 2025-01-20 | 272,531 | 39,567 | 232,964 | 1 | 49.2 | 35.4 | 0 | 15.4 | AMZN:13.6%;IEF:24.3%;VOO:24.3%;BND:15.3%;MSFT:22.4% | US:68.5;EU:7.9;APAC:11.4;EM:8.6;Other:3.6 | Value:-0.8;Growth:+0.9;Quality:+0.9;Size:+0.7;Momentum:-1.0;LowVol:-0.5 | MaxPos5%;NoMargin | 10 | 30 | 3.6 | trailing 10% | 166 | 14.7 | Bull | 16.9 | 4.52 | 2.5 | 117 | 58 | 85 | 33 | false | NoAction | Within bands; monitor | 19 | -22 | BrokerD | MKT | 0 | null | null | Normal monitoring | -16 | -19 | -47 | 3 | false | Monitor dispersion and breadth |
P9390 | Cautious | IRA | USD | 2025-08-20 | 759,434 | 79,441 | 679,993 | 1 | 42.6 | 39.2 | 2.9 | 15.3 | GLD:23.6%;VNQ:18.1%;AMZN:11.1%;IEF:23.6%;TSLA:23.6% | US:63.4;EU:13.2;APAC:14.5;EM:3.6;Other:5.3 | Value:+0.1;Growth:+0.7;Quality:0.0;Size:-0.5;Momentum:-0.6;LowVol:-0.4 | ESGOnly;NoMargin | 10 | 25 | 4.1 | hard 10% | 110 | 15.7 | Bear | 24.9 | 3.34 | 1.1 | 143 | 17 | 67 | 63 | false | Buy | Add to core equity +1% | -7 | 7 | BrokerC | MKT | 90 | null | null | Normal monitoring | 18 | -1 | 91 | 4 | false | Within IPS guidelines |
P9391 | Cautious | Roth | USD | 2025-03-25 | 769,880 | 79,822 | 690,058 | 1 | 51.9 | 30.9 | 0 | 17.1 | MSFT:12.3%;HYG:29.2%;VNQ:29.2%;BRK.B:29.2% | US:67.1;EU:19.9;APAC:5.8;EM:3.7;Other:3.5 | Value:-0.4;Growth:-0.0;Quality:-0.7;Size:-0.4;Momentum:-0.8;LowVol:+0.1 | ESGOnly;NoMargin | 6 | 35 | 4 | trailing 10% | 119 | 15.9 | Bull | 14 | 4.98 | 2.4 | 72 | 57 | 64 | 42 | false | Rebalance | Shift +1% to bonds from equity | -12 | -27 | BrokerC | MKT | 99 | null | null | Normal monitoring | 27 | -16 | -4 | 3 | false | Tighten stops on momentum names |
P9392 | Active | Trust | USD | 2024-07-22 | 1,016,876 | 83,103 | 933,773 | 1.12 | 63.4 | 29.1 | 1.1 | 6.5 | MUB:15.0%;BRK.B:21.8%;AMZN:22.7%;HYG:17.8%;QQQ:22.7% | US:58.8;EU:14.9;APAC:13.6;EM:10.2;Other:2.5 | Value:-0.4;Growth:-0.5;Quality:+0.8;Size:+0.8;Momentum:+0.6;LowVol:-0.6 | MaxPos5% | 8 | 30 | 5.5 | hard 12% | 140 | 22.3 | Sideways | 16.3 | 4.94 | 3 | 130 | -11 | 52 | 50 | true | Hedge | Buy index puts 1% notional | 21 | -27 | BrokerC | LMT | 89 | VAR>budget | Reduce | Risk above budget threshold | -41 | -55 | -27 | 5 | false | Increase defensive factor exposure |
P9393 | Systematic | Trust | USD | 2025-04-05 | 779,796 | 39,120 | 740,676 | 1 | 61.4 | 30.7 | 0 | 7.9 | AMZN:24.5%;MUB:12.6%;GLD:18.2%;VOO:20.2%;MSFT:24.5% | US:68.7;EU:14.7;APAC:9.1;EM:5.0;Other:2.5 | Value:-0.8;Growth:0.0;Quality:-0.5;Size:-0.5;Momentum:-0.7;LowVol:+0.7 | NoDerivatives | 10 | 35 | 5.4 | trailing 9% | 192 | 22.3 | Bear | 23.7 | 4.02 | 1.4 | 201 | -24 | 33 | 62 | false | Buy | Add to core equity +1% | 33 | -40 | BrokerA | MKT | 92 | null | null | Normal monitoring | -7 | -8 | 59 | 3 | false | Monitor dispersion and breadth |
P9394 | Hands-off | IRA | USD | 2025-12-08 | 835,055 | 70,718 | 764,337 | 1 | 65.1 | 16.2 | 13.2 | 5.5 | AMZN:27.3%;TLT:23.3%;MUB:27.3%;BND:22.1% | US:69.6;EU:9.1;APAC:14.6;EM:4.4;Other:2.3 | Value:+0.1;Growth:+1.0;Quality:-0.6;Size:-0.7;Momentum:+0.8;LowVol:-0.5 | null | 10 | 30 | 5.1 | trailing 10% | 94 | 14.9 | Bull | 17.8 | 4.44 | 2.3 | 84 | 31 | 67 | 45 | false | Sell | Trim extended winner -1% | 10 | -20 | BrokerB | LMT | 97 | null | null | Normal monitoring | -5 | -32 | 130 | 4 | false | Tax-aware sells next window |
P9395 | Opportunistic | 401k | USD | 2025-05-28 | 737,874 | 37,705 | 700,169 | 1 | 75 | 20 | 0.2 | 4.8 | BRK.B:25.0%;TLT:25.0%;MSFT:25.0%;HYG:25.0% | US:60.7;EU:10.0;APAC:14.4;EM:13.6;Other:1.3 | Value:+0.2;Growth:+0.4;Quality:-0.9;Size:+0.7;Momentum:+0.3;LowVol:-0.1 | MaxPos7%;NoDerivatives | 7 | 25 | 7 | trailing 9% | 234 | 33.3 | Volatile | 25.8 | 5.31 | 3 | 121 | -50 | 25 | 68 | false | Hedge | Add TLT +1% as duration hedge | -7 | 5 | BrokerB | MKT | 89 | null | null | Normal monitoring | 20 | 19 | -13 | 4 | false | Monitor dispersion and breadth |
P9396 | Cautious | IRA | USD | 2024-10-12 | 331,739 | 41,155 | 290,584 | 1 | 43.3 | 33.3 | 13 | 10.3 | BND:33.3%;VOO:33.3%;QQQ:33.3% | US:57.4;EU:15.0;APAC:12.7;EM:12.0;Other:2.9 | Value:-0.2;Growth:-1.0;Quality:+0.8;Size:+0.5;Momentum:+0.5;LowVol:-0.8 | NoDerivatives;NoMargin | 6 | 30 | 4.3 | trailing 8% | 157 | 19.4 | Bull | 15.9 | 4.54 | 2.4 | 98 | 17 | 49 | 37 | false | Rebalance | Shift +1% to bonds from equity | -13 | -40 | BrokerD | MKT | 97 | null | null | Normal monitoring | 55 | -58 | 185 | 5 | false | Increase defensive factor exposure |
P9397 | Hands-off | Roth | USD | 2024-07-19 | 316,963 | 18,718 | 298,245 | 1 | 56.6 | 25.1 | 13 | 5.3 | AMZN:28.5%;GLD:35.8%;IEF:35.8% | US:76.3;EU:5.5;APAC:13.8;EM:4.3;Other:0.0 | Value:-0.3;Growth:-0.7;Quality:-0.3;Size:-0.5;Momentum:0.0;LowVol:+0.4 | ESGOnly;NoDerivatives | 6 | 25 | 3.4 | trailing 8% | 147 | 18.1 | Volatile | 27.2 | 4.52 | 3.2 | 157 | 45 | 71 | 76 | true | Reduce | Cut high-beta by 2-3%, add cash | -9 | 8 | BrokerC | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | 64 | -49 | 161 | 5 | false | Within IPS guidelines |
P9398 | Opportunistic | IRA | USD | 2024-11-30 | 1,557,186 | 114,571 | 1,442,615 | 1 | 65.1 | 16.1 | 14.5 | 4.4 | TLT:20.8%;VOO:18.9%;HYG:18.7%;BND:22.3%;IEF:19.3% | US:70.0;EU:15.7;APAC:6.5;EM:3.2;Other:4.6 | Value:+0.5;Growth:-0.2;Quality:-0.6;Size:0.0;Momentum:-0.4;LowVol:-1.0 | null | 8 | 30 | 6.9 | hard 12% | 182 | 32.7 | Volatile | 23.3 | 3.67 | 3.9 | 163 | -57 | 9 | 62 | false | Buy | Add to core equity +1% | 17 | -32 | BrokerB | LMT | 95 | null | null | Normal monitoring | 8 | -53 | 64 | 3 | false | Monitor dispersion and breadth |
P9399 | Systematic | Roth | USD | 2025-04-10 | 1,145,431 | 84,436 | 1,060,995 | 1 | 62 | 20.9 | 11.5 | 5.6 | BRK.B:21.7%;TLT:11.1%;TSLA:8.3%;VTI:21.7%;VNQ:15.4%;GLD:21.7% | US:62.6;EU:13.7;APAC:9.2;EM:10.1;Other:4.4 | Value:+0.8;Growth:+0.6;Quality:-0.8;Size:-0.8;Momentum:-0.8;LowVol:+0.9 | null | 10 | 30 | 5.4 | trailing 8% | 173 | 20.3 | Sideways | 20 | 4.46 | 2.9 | 135 | 11 | 66 | 52 | false | Sell | Trim extended winner -1% | 27 | -17 | BrokerA | LMT | 100 | null | null | Normal monitoring | 97 | 2 | 110 | 3 | false | Tighten stops on momentum names |
P9400 | Hands-off | Trust | USD | 2024-07-22 | 507,397 | 26,530 | 480,867 | 1 | 72 | 15.1 | 5.2 | 7.8 | TSLA:7.1%;AMZN:10.4%;MUB:21.4%;VTI:20.8%;BND:21.0%;VOO:19.2% | US:62.0;EU:16.3;APAC:11.6;EM:9.7;Other:0.4 | Value:-0.2;Growth:+0.2;Quality:-0.4;Size:-0.4;Momentum:+1.0;LowVol:+1.0 | NoDerivatives | 8 | 35 | 5.1 | trailing 10% | 145 | 19.3 | Volatile | 31.3 | 4.55 | 2.8 | 136 | -46 | 17 | 89 | true | Rebalance | Rebalance back to target bands | -4 | 12 | BrokerD | MKT | 96 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 108 | -51 | 84 | 2 | true | Tax-aware sells next window |
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