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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9401 | Systematic | Trust | USD | 2025-01-21 | 748,484 | 67,631 | 680,853 | 1 | 56.6 | 31.1 | 6.9 | 5.4 | AMZN:16.4%;MSFT:16.0%;TSLA:13.2%;HYG:22.2%;XLF:22.2%;VOO:10.1% | US:62.7;EU:9.2;APAC:16.0;EM:7.0;Other:5.2 | Value:+0.5;Growth:+0.1;Quality:-0.8;Size:-0.2;Momentum:-0.8;LowVol:+0.2 | NoDerivatives | 7 | 30 | 5.4 | trailing 8% | 130 | 21.2 | Volatile | 22.4 | 5.13 | 3.6 | 127 | -27 | 38 | 66 | false | Buy | Add to core equity +1% | 20 | 8 | BrokerC | MKT | 89 | null | null | Normal monitoring | 81 | -32 | 182 | 3 | false | Within IPS guidelines |
P9402 | Hands-off | Roth | USD | 2024-09-18 | 163,907 | 8,723 | 155,184 | 1 | 71.2 | 16.3 | 3.4 | 9.1 | TLT:25.0%;MUB:25.0%;BRK.B:25.0%;HYG:25.0% | US:67.5;EU:13.7;APAC:8.4;EM:7.3;Other:3.1 | Value:-0.5;Growth:+0.6;Quality:-0.7;Size:-0.9;Momentum:-0.8;LowVol:-0.5 | ESGOnly;MaxPos6% | 6 | 25 | 4 | trailing 10% | 121 | 16.7 | Sideways | 20.6 | 4.94 | 2.1 | 111 | 43 | 68 | 73 | false | Hedge | Add TLT +1% as duration hedge | -5 | -1 | BrokerC | MKT | 97 | null | null | Normal monitoring | -28 | -18 | -23 | 4 | false | Within IPS guidelines |
P9403 | Cautious | Taxable | USD | 2025-10-15 | 490,329 | 56,875 | 433,454 | 1 | 43.9 | 36.1 | 4.8 | 15.2 | AAPL:10.8%;XLF:21.1%;AMZN:21.1%;BRK.B:8.3%;HYG:21.1%;TSLA:17.6% | US:66.2;EU:7.2;APAC:14.8;EM:11.4;Other:0.4 | Value:-0.6;Growth:-0.8;Quality:+0.6;Size:-0.5;Momentum:-0.4;LowVol:+0.3 | ESGOnly;NoDerivatives;NoMargin | 7 | 35 | 3.5 | trailing 8% | 124 | 17.2 | Sideways | 19.9 | 4.91 | 3.1 | 96 | 48 | 74 | 52 | false | Sell | Trim extended winner -1% | -9 | -29 | BrokerD | LMT | 97 | null | null | Normal monitoring | -37 | 18 | 101 | 4 | false | Within IPS guidelines |
P9404 | Opportunistic | Roth | USD | 2025-06-17 | 603,384 | 37,963 | 565,421 | 1 | 75.3 | 18.4 | 0 | 6.3 | QQQ:20.0%;TSLA:21.3%;MUB:13.3%;VTI:10.3%;IEF:21.3%;VNQ:13.8% | US:70.3;EU:12.5;APAC:8.0;EM:9.0;Other:0.2 | Value:+0.6;Growth:+0.8;Quality:+0.9;Size:+0.3;Momentum:-0.2;LowVol:-0.1 | NoDerivatives | 7 | 25 | 5.3 | trailing 9% | 280 | 27 | Bull | 16 | 4.63 | 3.5 | 72 | 60 | 75 | 61 | true | Reduce | Cut high-beta by 2-3%, add cash | -1 | -37 | BrokerC | VWAP | 96 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 120 | -14 | 117 | 5 | false | Within IPS guidelines |
P9405 | Opportunistic | 401k | USD | 2025-11-05 | 668,501 | 36,869 | 631,632 | 1.1 | 61 | 21.1 | 13.1 | 4.8 | TSLA:26.5%;VOO:26.5%;BND:26.5%;HYG:20.6% | US:56.7;EU:19.1;APAC:12.9;EM:10.9;Other:0.4 | Value:-1.0;Growth:+0.2;Quality:-0.1;Size:-0.0;Momentum:-0.2;LowVol:+0.2 | MaxPos7%;NoDerivatives | 5 | 30 | 6.9 | trailing 7% | 234 | 31.1 | Bear | 27.3 | 4.34 | 2.6 | 160 | -23 | 24 | 61 | false | Hedge | Add TLT +1% as duration hedge | 26 | -2 | BrokerB | MKT | 89 | null | null | Normal monitoring | -26 | -9 | -41 | 4 | false | Monitor dispersion and breadth |
P9406 | Active | Roth | USD | 2025-04-25 | 1,499,639 | 146,472 | 1,353,167 | 1.19 | 50.9 | 22.6 | 19.9 | 6.5 | XLF:18.4%;TSLA:19.6%;MSFT:14.9%;AAPL:12.4%;IEF:20.3%;HYG:14.4% | US:67.3;EU:8.8;APAC:12.0;EM:11.1;Other:0.8 | Value:+0.2;Growth:-0.3;Quality:-0.8;Size:+0.3;Momentum:-0.6;LowVol:+0.9 | MaxPos6% | 6 | 25 | 4.9 | hard 12% | 205 | 26.4 | Bear | 30.5 | 3.69 | 2.4 | 173 | -35 | 34 | 72 | true | Hedge | Buy index puts 1% notional | 29 | -38 | BrokerB | LMT | 94 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 102 | -6 | 198 | 3 | true | Increase defensive factor exposure |
P9407 | Systematic | Roth | USD | 2024-11-17 | 1,058,688 | 70,613 | 988,075 | 1 | 63.6 | 29.5 | 0 | 6.8 | QQQ:21.8%;BND:25.3%;IEF:9.6%;MSFT:18.1%;HYG:25.3% | US:68.6;EU:10.0;APAC:9.9;EM:7.3;Other:4.2 | Value:-0.8;Growth:-0.0;Quality:-0.5;Size:-0.1;Momentum:-0.9;LowVol:+0.5 | null | 8 | 35 | 4.7 | trailing 9% | 212 | 24.9 | Bull | 16.5 | 4.92 | 2.7 | 84 | 69 | 70 | 59 | false | Rebalance | Shift +1% to bonds from equity | -11 | -2 | BrokerD | LMT | 94 | null | null | Normal monitoring | -37 | 1 | -68 | 3 | false | Tax-aware sells next window |
P9408 | Opportunistic | 401k | USD | 2025-05-20 | 548,002 | 22,470 | 525,532 | 1 | 60.7 | 13.7 | 19.2 | 6.4 | MSFT:25.8%;TSLA:22.5%;VNQ:25.8%;BRK.B:25.8% | US:59.2;EU:16.7;APAC:12.3;EM:10.5;Other:1.4 | Value:-0.2;Growth:+0.9;Quality:-0.2;Size:0.0;Momentum:+0.1;LowVol:-0.7 | MaxPos5% | 5 | 30 | 5.7 | trailing 7% | 172 | 34.5 | Volatile | 22.8 | 4.53 | 3.2 | 119 | -43 | 25 | 63 | false | NoAction | Within bands; monitor | -10 | -14 | BrokerC | MKT | 0 | null | null | Normal monitoring | -17 | -54 | 15 | 5 | false | Within IPS guidelines |
P9409 | Opportunistic | Taxable | USD | 2025-06-29 | 869,522 | 26,302 | 843,220 | 1.11 | 70.5 | 18.9 | 3.3 | 7.3 | HYG:28.5%;BRK.B:14.4%;TSLA:28.5%;BND:28.5% | US:66.3;EU:16.7;APAC:8.6;EM:6.3;Other:2.2 | Value:+0.6;Growth:-0.3;Quality:+0.8;Size:-0.3;Momentum:+0.1;LowVol:+0.4 | MaxPos6%;NoDerivatives | 10 | 35 | 6.1 | trailing 7% | 194 | 26.3 | Bull | 14.2 | 4.74 | 2.6 | 109 | 108 | 100 | 45 | false | Rebalance | Shift +1% to bonds from equity | 5 | -34 | BrokerC | LMT | 89 | null | null | Normal monitoring | -18 | 6 | -34 | 3 | false | Tax-aware sells next window |
P9410 | Opportunistic | IRA | USD | 2024-09-27 | 1,601,733 | 93,029 | 1,508,704 | 1.18 | 70.6 | 17.3 | 4.4 | 7.7 | IEF:21.6%;HYG:20.5%;TLT:14.7%;VNQ:21.6%;MUB:21.6% | US:73.0;EU:5.9;APAC:11.6;EM:7.2;Other:2.4 | Value:+0.5;Growth:+0.8;Quality:-0.7;Size:-0.1;Momentum:-0.7;LowVol:-0.5 | null | 5 | 25 | 6.1 | trailing 9% | 171 | 25.5 | Bear | 25.6 | 3.03 | 1.4 | 131 | 34 | 79 | 82 | true | Reduce | Cut high-beta by 2-3%, add cash | 34 | -30 | BrokerD | MKT | 93 | VAR>budget | Reduce | Risk above budget threshold | -43 | -2 | -73 | 5 | false | Tax-aware sells next window |
P9411 | Active | Taxable | USD | 2024-10-07 | 1,118,596 | 74,914 | 1,043,682 | 1 | 63 | 23.2 | 5.9 | 7.9 | BRK.B:22.5%;TLT:25.1%;TSLA:26.2%;HYG:26.2% | US:62.9;EU:16.7;APAC:8.7;EM:10.0;Other:1.6 | Value:-0.0;Growth:-1.0;Quality:+0.7;Size:+0.2;Momentum:+0.6;LowVol:+0.5 | MaxPos7% | 10 | 30 | 6 | hard 12% | 227 | 21.9 | Bull | 15.3 | 3.67 | 3.4 | 103 | 106 | 99 | 42 | false | Buy | Add to core equity +1% | 28 | 11 | BrokerC | LMT | 90 | null | null | Normal monitoring | 93 | -50 | 70 | 4 | false | Tighten stops on momentum names |
P9412 | Cautious | Roth | USD | 2025-07-14 | 246,567 | 29,683 | 216,884 | 1 | 47.5 | 36 | 1.4 | 15.1 | BND:33.3%;VTI:33.3%;HYG:33.3% | US:58.6;EU:11.1;APAC:13.5;EM:13.1;Other:3.7 | Value:-0.6;Growth:+0.2;Quality:+0.2;Size:-0.9;Momentum:+0.3;LowVol:-0.9 | ESGOnly;NoMargin | 7 | 35 | 4.5 | trailing 10% | 170 | 19 | Volatile | 24.4 | 5.4 | 2.6 | 135 | 79 | 83 | 48 | false | Rebalance | Shift +1% to bonds from equity | -14 | -6 | BrokerC | MKT | 91 | null | null | Normal monitoring | -47 | -48 | -17 | 3 | false | Monitor dispersion and breadth |
P9413 | Hands-off | Roth | USD | 2025-10-17 | 789,301 | 58,362 | 730,939 | 1 | 64.8 | 21.4 | 4.3 | 9.4 | BND:7.7%;BRK.B:22.9%;GLD:22.9%;IEF:12.0%;XLF:15.9%;QQQ:18.6% | US:65.4;EU:10.4;APAC:10.6;EM:10.2;Other:3.4 | Value:-0.6;Growth:-0.0;Quality:-0.3;Size:+0.8;Momentum:0.0;LowVol:-0.2 | MaxPos5%;NoDerivatives | 10 | 25 | 3.3 | trailing 8% | 136 | 13.7 | Sideways | 20.2 | 3.98 | 3 | 137 | 5 | 39 | 57 | false | Sell | Trim extended winner -1% | -6 | -37 | BrokerB | LMT | 95 | null | null | Normal monitoring | 50 | 16 | 87 | 4 | false | Monitor dispersion and breadth |
P9414 | Active | Taxable | USD | 2025-11-16 | 1,590,115 | 189,996 | 1,400,119 | 1 | 59.6 | 23.1 | 9.9 | 7.4 | MSFT:11.6%;VNQ:21.2%;GLD:20.2%;MUB:21.2%;HYG:9.4%;TLT:16.3% | US:67.8;EU:6.9;APAC:10.7;EM:11.0;Other:3.6 | Value:+0.5;Growth:-0.7;Quality:-0.7;Size:-0.7;Momentum:+0.2;LowVol:+0.7 | MaxPos6% | 7 | 35 | 4.4 | hard 12% | 128 | 25 | Bull | 16.2 | 3.64 | 2.1 | 92 | 8 | 41 | 39 | false | Rebalance | Shift +1% to bonds from equity | -6 | -23 | BrokerB | MKT | 87 | null | null | Normal monitoring | 66 | -28 | 201 | 4 | false | Within IPS guidelines |
P9415 | Hands-off | Roth | USD | 2025-08-27 | 456,499 | 22,878 | 433,621 | 1 | 68.9 | 23.8 | 0 | 7.3 | MSFT:23.5%;VOO:13.8%;IEF:23.5%;QQQ:15.7%;HYG:23.5% | US:64.8;EU:13.5;APAC:13.8;EM:7.6;Other:0.2 | Value:+0.3;Growth:-0.6;Quality:-0.7;Size:+0.1;Momentum:-0.2;LowVol:+0.9 | ESGOnly | 6 | 35 | 5.7 | trailing 8% | 141 | 12.8 | Volatile | 26.4 | 4.1 | 3.5 | 164 | 57 | 65 | 66 | false | Rebalance | Shift +1% to bonds from equity | 29 | -6 | BrokerC | MKT | 100 | null | null | Normal monitoring | 69 | -54 | 60 | 3 | false | Increase defensive factor exposure |
P9416 | Hands-off | 401k | USD | 2025-06-15 | 636,948 | 30,762 | 606,186 | 1 | 57.7 | 26.4 | 8.8 | 7 | BRK.B:27.3%;HYG:27.3%;AAPL:25.7%;TSLA:19.6% | US:66.1;EU:14.3;APAC:6.9;EM:8.5;Other:4.2 | Value:+0.9;Growth:-0.7;Quality:+0.6;Size:+0.1;Momentum:-0.1;LowVol:+0.4 | NoDerivatives | 10 | 35 | 4.2 | hard 10% | 129 | 17.6 | Volatile | 23.9 | 5.18 | 2.7 | 136 | -27 | 34 | 58 | false | NoAction | Within bands; monitor | 26 | -31 | BrokerA | VWAP | 93 | null | null | Normal monitoring | 67 | 6 | 57 | 5 | false | Tax-aware sells next window |
P9417 | Cautious | 401k | USD | 2025-11-15 | 766,606 | 79,827 | 686,779 | 1 | 46.2 | 37.9 | 3.1 | 12.9 | TSLA:22.3%;MSFT:19.9%;VNQ:12.0%;VTI:8.9%;QQQ:14.7%;AMZN:22.3% | US:77.1;EU:7.4;APAC:6.0;EM:8.3;Other:1.2 | Value:-0.6;Growth:+0.2;Quality:-0.2;Size:+0.7;Momentum:+0.9;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 6 | 25 | 3.7 | hard 10% | 137 | 19.8 | Bear | 33 | 3.54 | 2.5 | 199 | -111 | 5 | 65 | false | Buy | Add to core equity +1% | 12 | 8 | BrokerC | LMT | 88 | null | null | Normal monitoring | -8 | 1 | 80 | 5 | false | Increase defensive factor exposure |
P9418 | Active | 401k | USD | 2025-04-08 | 2,358,647 | 278,837 | 2,079,810 | 1 | 64 | 28.5 | 0 | 7.5 | XLF:25.0%;MUB:25.0%;GLD:25.0%;VOO:25.0% | US:73.9;EU:6.9;APAC:10.7;EM:3.7;Other:4.8 | Value:-0.0;Growth:+0.1;Quality:+0.1;Size:-0.9;Momentum:-0.6;LowVol:+0.5 | NoDerivatives | 5 | 25 | 5.8 | trailing 9% | 206 | 22.7 | Sideways | 15 | 4.9 | 2.6 | 118 | -5 | 48 | 54 | false | Buy | Add to core equity +1% | -11 | -15 | BrokerA | MKT | 94 | null | null | Normal monitoring | 44 | -49 | 33 | 5 | false | Tighten stops on momentum names |
P9419 | Active | 401k | USD | 2025-10-03 | 2,280,014 | 249,347 | 2,030,667 | 1 | 63.8 | 23.4 | 5 | 7.7 | VTI:28.7%;VOO:18.8%;VNQ:28.7%;QQQ:23.8% | US:68.1;EU:8.3;APAC:11.3;EM:8.7;Other:3.6 | Value:+0.9;Growth:-0.9;Quality:-0.1;Size:+0.1;Momentum:+0.4;LowVol:+0.9 | NoDerivatives | 8 | 30 | 4.5 | trailing 9% | 159 | 20 | Bear | 34.4 | 4.39 | 2.9 | 207 | -113 | 5 | 89 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -7 | BrokerD | MKT | 90 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 26 | -21 | 144 | 2 | false | Within IPS guidelines |
P9420 | Cautious | 401k | USD | 2024-11-22 | 488,981 | 69,394 | 419,587 | 1 | 53.9 | 32.6 | 0 | 13.5 | HYG:29.0%;BND:29.0%;AMZN:19.3%;VNQ:22.7% | US:72.3;EU:9.2;APAC:6.4;EM:10.8;Other:1.3 | Value:-0.7;Growth:-0.4;Quality:-0.5;Size:+0.7;Momentum:-1.0;LowVol:+0.8 | ESGOnly;NoMargin | 6 | 25 | 4 | hard 10% | 168 | 13.2 | Bear | 30.3 | 3.27 | 2.8 | 173 | -113 | 5 | 68 | false | Sell | Trim extended winner -1% | 10 | -22 | BrokerC | MKT | 86 | null | null | Normal monitoring | 99 | -44 | 74 | 5 | false | Increase defensive factor exposure |
P9421 | Hands-off | Roth | USD | 2025-10-29 | 502,472 | 22,881 | 479,591 | 1 | 67.2 | 24.2 | 0 | 8.6 | QQQ:31.0%;IEF:34.5%;BND:34.5% | US:65.3;EU:15.1;APAC:12.5;EM:4.1;Other:3.0 | Value:+0.4;Growth:+0.4;Quality:-0.5;Size:+0.6;Momentum:+0.1;LowVol:-0.8 | ESGOnly | 10 | 35 | 5.8 | trailing 8% | 141 | 14.6 | Sideways | 20.7 | 4.3 | 2.8 | 94 | -13 | 49 | 59 | false | Hedge | Add TLT +1% as duration hedge | -3 | -14 | BrokerD | LMT | 99 | null | null | Normal monitoring | -11 | 19 | 30 | 4 | false | Monitor dispersion and breadth |
P9422 | Opportunistic | Taxable | USD | 2024-10-21 | 1,630,000 | 55,094 | 1,574,906 | 1 | 66.4 | 16.2 | 11.8 | 5.5 | IEF:18.5%;AAPL:27.1%;QQQ:27.2%;MSFT:27.2% | US:69.6;EU:16.1;APAC:7.8;EM:6.4;Other:0.2 | Value:+0.9;Growth:+0.1;Quality:-0.1;Size:+0.9;Momentum:+0.8;LowVol:-1.0 | MaxPos7%;NoDerivatives | 7 | 25 | 6.1 | trailing 7% | 272 | 23.1 | Bear | 34.2 | 3.72 | 1.8 | 196 | 9 | 61 | 82 | true | Hedge | Buy index puts 1% notional | 16 | -1 | BrokerA | LMT | 94 | VAR>budget | Hedge | Risk above budget threshold | 69 | -16 | 168 | 4 | false | Tax-aware sells next window |
P9423 | Cautious | 401k | USD | 2025-08-24 | 366,187 | 38,811 | 327,376 | 1 | 47.9 | 39.3 | 0 | 12.8 | AMZN:18.2%;TSLA:21.9%;HYG:16.1%;XLF:21.9%;TLT:21.9% | US:66.5;EU:17.0;APAC:8.9;EM:7.3;Other:0.3 | Value:-0.8;Growth:-0.2;Quality:+0.6;Size:-0.2;Momentum:-0.5;LowVol:-0.9 | NoMargin | 5 | 35 | 4.9 | hard 10% | 130 | 17.6 | Bull | 12.3 | 4.87 | 3.3 | 79 | 20 | 58 | 25 | false | Hedge | Add TLT +1% as duration hedge | -9 | -5 | BrokerC | MKT | 87 | null | null | Normal monitoring | 22 | -48 | 116 | 3 | false | Increase defensive factor exposure |
P9424 | Active | Taxable | USD | 2025-05-14 | 1,470,571 | 160,864 | 1,309,707 | 1 | 50.3 | 22.8 | 21.4 | 5.6 | MUB:15.2%;TSLA:28.3%;BND:28.3%;AMZN:28.3% | US:75.8;EU:6.4;APAC:7.8;EM:7.7;Other:2.3 | Value:-0.2;Growth:+1.0;Quality:-0.6;Size:-0.0;Momentum:+0.9;LowVol:+0.1 | null | 10 | 30 | 4.3 | hard 12% | 187 | 17.7 | Sideways | 18.3 | 3.9 | 3.1 | 131 | -20 | 37 | 49 | false | Rebalance | Shift +1% to bonds from equity | 24 | -4 | BrokerD | VWAP | 99 | null | null | Normal monitoring | 32 | -7 | 144 | 4 | false | Tax-aware sells next window |
P9425 | Cautious | 401k | USD | 2025-12-18 | 860,437 | 92,927 | 767,510 | 1 | 37.8 | 41.4 | 4.3 | 16.4 | BRK.B:28.5%;AAPL:28.5%;BND:14.6%;QQQ:28.5% | US:59.9;EU:21.6;APAC:10.5;EM:5.9;Other:2.2 | Value:-0.5;Growth:-0.1;Quality:+0.9;Size:0.0;Momentum:+0.3;LowVol:+0.7 | MaxPos6%;NoDerivatives;NoMargin | 5 | 30 | 4.5 | trailing 8% | 134 | 12.9 | Volatile | 29.4 | 5.06 | 2.5 | 120 | 56 | 73 | 59 | false | Buy | Add to core equity +1% | 18 | 3 | BrokerA | MKT | 85 | null | null | Normal monitoring | 11 | -57 | 61 | 5 | false | Monitor dispersion and breadth |
P9426 | Systematic | 401k | USD | 2025-01-29 | 1,535,832 | 119,795 | 1,416,037 | 1 | 60.2 | 25.8 | 5.4 | 8.7 | BRK.B:20.7%;HYG:21.9%;TLT:8.8%;TSLA:15.8%;AMZN:11.0%;VOO:21.9% | US:68.4;EU:13.0;APAC:10.2;EM:5.1;Other:3.3 | Value:+0.9;Growth:-0.5;Quality:-0.8;Size:-0.0;Momentum:+0.1;LowVol:+0.8 | null | 6 | 30 | 4.8 | trailing 8% | 172 | 18.9 | Sideways | 17.9 | 3.78 | 2.9 | 115 | -12 | 51 | 43 | true | Rebalance | Rebalance back to target bands | 23 | 12 | BrokerC | LMT | 100 | VAR>budget | Hedge | Risk above budget threshold | 30 | 3 | 100 | 5 | false | Tighten stops on momentum names |
P9427 | Hands-off | Taxable | USD | 2024-11-28 | 387,408 | 32,988 | 354,420 | 1 | 65.5 | 17.2 | 10 | 7.3 | BND:21.9%;VNQ:19.0%;XLF:22.3%;QQQ:22.3%;TSLA:14.6% | US:69.9;EU:9.3;APAC:13.4;EM:4.0;Other:3.4 | Value:+0.2;Growth:+0.7;Quality:+0.8;Size:-1.0;Momentum:+0.9;LowVol:-1.0 | MaxPos6%;NoDerivatives | 6 | 25 | 3.5 | trailing 10% | 170 | 14.6 | Volatile | 23.6 | 4.74 | 3 | 171 | 29 | 72 | 65 | false | Rebalance | Shift +1% to bonds from equity | 25 | 11 | BrokerD | LMT | 92 | null | null | Normal monitoring | -6 | -40 | -27 | 3 | false | Tighten stops on momentum names |
P9428 | Systematic | IRA | USD | 2024-12-18 | 1,422,835 | 62,412 | 1,360,423 | 1 | 65.4 | 27.6 | 0 | 7 | TSLA:35.1%;IEF:29.8%;BND:35.1% | US:73.4;EU:9.1;APAC:10.2;EM:6.8;Other:0.4 | Value:+0.4;Growth:-0.1;Quality:+0.1;Size:+0.6;Momentum:+0.6;LowVol:-0.2 | MaxPos6% | 6 | 30 | 4.7 | hard 12% | 160 | 24.4 | Volatile | 21.9 | 4.66 | 2.9 | 134 | 54 | 74 | 59 | false | Buy | Add to core equity +1% | 18 | -16 | BrokerB | MKT | 98 | null | null | Normal monitoring | 48 | -22 | 116 | 5 | false | Tax-aware sells next window |
P9429 | Systematic | Trust | USD | 2025-09-10 | 1,346,188 | 120,634 | 1,225,554 | 1 | 58.3 | 34.3 | 0.2 | 7.3 | GLD:21.1%;VNQ:18.3%;BND:20.4%;VTI:19.0%;TSLA:21.1% | US:75.4;EU:6.3;APAC:9.0;EM:7.8;Other:1.6 | Value:-0.7;Growth:0.0;Quality:-0.9;Size:-0.5;Momentum:-0.9;LowVol:-0.2 | MaxPos8% | 8 | 25 | 6 | trailing 8% | 129 | 21.5 | Sideways | 15.3 | 4.41 | 2.9 | 133 | -24 | 34 | 49 | false | Buy | Add to core equity +1% | 3 | 4 | BrokerA | MKT | 96 | null | null | Normal monitoring | 1 | -35 | 27 | 4 | false | Tighten stops on momentum names |
P9430 | Systematic | Trust | USD | 2024-11-09 | 690,535 | 59,500 | 631,035 | 1 | 69.1 | 24.8 | 1 | 5 | VNQ:34.8%;AAPL:30.5%;IEF:34.8% | US:76.3;EU:9.2;APAC:5.6;EM:8.8;Other:0.2 | Value:+0.1;Growth:+0.1;Quality:+0.7;Size:-0.2;Momentum:+0.8;LowVol:-0.4 | MaxPos6%;NoDerivatives | 8 | 35 | 5.2 | hard 12% | 214 | 20.3 | Bull | 11.9 | 4.6 | 2.6 | 99 | 57 | 69 | 37 | false | Sell | Trim extended winner -1% | 33 | -20 | BrokerD | VWAP | 93 | null | null | Normal monitoring | 114 | -15 | 184 | 3 | false | Tax-aware sells next window |
P9431 | Hands-off | IRA | USD | 2025-07-19 | 259,280 | 20,753 | 238,527 | 1 | 72.2 | 22.1 | 0 | 5.6 | GLD:14.0%;TSLA:21.6%;TLT:21.6%;BRK.B:12.5%;AAPL:19.7%;BND:10.6% | US:59.0;EU:14.8;APAC:15.3;EM:8.0;Other:2.8 | Value:-0.7;Growth:+0.9;Quality:-0.4;Size:-0.4;Momentum:+0.5;LowVol:+0.4 | MaxPos6% | 6 | 25 | 5.5 | trailing 8% | 101 | 12.6 | Sideways | 15.6 | 3.99 | 2.7 | 108 | 10 | 50 | 46 | false | Rebalance | Shift +1% to bonds from equity | 8 | -28 | BrokerC | LMT | 85 | null | null | Normal monitoring | -30 | -27 | 59 | 4 | false | Within IPS guidelines |
P9432 | Opportunistic | 401k | USD | 2025-03-05 | 1,246,246 | 108,944 | 1,137,302 | 1.18 | 62.1 | 12 | 20.2 | 5.7 | BND:19.0%;BRK.B:20.6%;MSFT:22.6%;QQQ:15.2%;HYG:22.6% | US:61.7;EU:14.3;APAC:9.2;EM:10.0;Other:4.8 | Value:-0.4;Growth:+0.7;Quality:-0.3;Size:+0.6;Momentum:+0.1;LowVol:0.0 | MaxPos8% | 6 | 30 | 4.9 | trailing 9% | 177 | 34 | Bull | 16.7 | 4.92 | 2.7 | 102 | 62 | 87 | 51 | false | Rebalance | Shift +1% to bonds from equity | 27 | -30 | BrokerA | LMT | 87 | null | null | Normal monitoring | 110 | 4 | 212 | 3 | false | Tax-aware sells next window |
P9433 | Active | Roth | USD | 2025-06-02 | 713,431 | 55,934 | 657,497 | 1 | 66 | 19.1 | 5.7 | 9.2 | AMZN:21.3%;GLD:18.0%;VNQ:10.3%;MSFT:21.3%;QQQ:7.9%;TLT:21.3% | US:68.1;EU:12.1;APAC:7.3;EM:8.6;Other:3.8 | Value:+0.7;Growth:-0.8;Quality:-0.2;Size:-0.6;Momentum:-0.1;LowVol:+0.7 | NoDerivatives | 7 | 25 | 5.7 | trailing 8% | 194 | 24.2 | Bull | 11.2 | 4.43 | 3.1 | 88 | 53 | 73 | 39 | false | Buy | Add to core equity +1% | 5 | -40 | BrokerC | VWAP | 92 | null | null | Normal monitoring | 3 | 20 | 40 | 3 | false | Within IPS guidelines |
P9434 | Hands-off | Taxable | USD | 2025-09-08 | 867,355 | 86,590 | 780,765 | 1 | 68.4 | 25.5 | 0 | 6.1 | BND:22.2%;TSLA:22.2%;VOO:13.5%;TLT:22.2%;AAPL:20.0% | US:73.0;EU:7.7;APAC:8.0;EM:8.8;Other:2.5 | Value:-0.9;Growth:+0.1;Quality:+0.9;Size:-0.1;Momentum:-0.3;LowVol:+0.1 | null | 5 | 30 | 4.7 | trailing 8% | 105 | 19.9 | Bull | 12.8 | 3.6 | 2.7 | 98 | 2 | 41 | 41 | false | NoAction | Within bands; monitor | 25 | -35 | BrokerC | MKT | 0 | null | null | Normal monitoring | 68 | -5 | 59 | 5 | false | Within IPS guidelines |
P9435 | Opportunistic | Trust | USD | 2025-03-28 | 1,395,125 | 123,434 | 1,271,691 | 1 | 68.7 | 15.1 | 10.1 | 6.1 | IEF:25.0%;BRK.B:25.0%;QQQ:25.0%;TLT:25.0% | US:64.1;EU:18.8;APAC:12.6;EM:3.0;Other:1.4 | Value:+0.3;Growth:+0.7;Quality:-0.8;Size:-0.3;Momentum:-0.4;LowVol:+1.0 | null | 5 | 30 | 5.8 | trailing 7% | 177 | 29.4 | Volatile | 20.7 | 3.78 | 4.4 | 155 | 24 | 60 | 61 | false | Buy | Add to core equity +1% | 22 | -27 | BrokerB | MKT | 91 | null | null | Normal monitoring | -4 | -58 | 51 | 3 | false | Monitor dispersion and breadth |
P9436 | Cautious | Roth | USD | 2025-07-26 | 512,913 | 79,359 | 433,554 | 1 | 39.2 | 31 | 14.2 | 15.6 | AMZN:8.0%;HYG:16.7%;MSFT:20.9%;VTI:18.2%;TSLA:20.9%;QQQ:15.2% | US:67.9;EU:12.2;APAC:13.1;EM:5.2;Other:1.5 | Value:-0.5;Growth:-0.7;Quality:+0.9;Size:+0.7;Momentum:-0.3;LowVol:-0.7 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 5.5 | trailing 8% | 164 | 14.5 | Volatile | 23.3 | 5.44 | 2.7 | 118 | 18 | 49 | 51 | false | Rebalance | Shift +1% to bonds from equity | 27 | 10 | BrokerA | MKT | 87 | null | null | Normal monitoring | 95 | -58 | 187 | 5 | false | Tighten stops on momentum names |
P9437 | Systematic | Roth | USD | 2025-07-16 | 1,051,772 | 68,934 | 982,838 | 1 | 60.8 | 24.1 | 7.7 | 7.4 | VOO:23.2%;MUB:22.1%;BND:15.2%;TSLA:16.4%;VTI:23.2% | US:68.9;EU:8.9;APAC:15.0;EM:5.3;Other:1.9 | Value:+0.5;Growth:-0.8;Quality:+0.1;Size:+0.7;Momentum:-0.3;LowVol:-0.1 | MaxPos7% | 10 | 35 | 5.2 | trailing 9% | 141 | 22.7 | Bull | 12.8 | 4.41 | 2.1 | 71 | 12 | 60 | 48 | false | NoAction | Within bands; monitor | 10 | -10 | BrokerD | LMT | 86 | null | null | Normal monitoring | -22 | -52 | 58 | 5 | false | Increase defensive factor exposure |
P9438 | Cautious | 401k | USD | 2024-11-13 | 745,524 | 80,370 | 665,154 | 1 | 46.3 | 35.7 | 7 | 11 | VTI:19.2%;VOO:18.9%;QQQ:11.8%;VNQ:20.7%;AMZN:20.7%;HYG:8.6% | US:65.8;EU:7.0;APAC:14.5;EM:10.8;Other:1.9 | Value:+0.1;Growth:+0.4;Quality:-0.5;Size:+0.8;Momentum:+0.5;LowVol:+0.4 | MaxPos7%;NoDerivatives;NoMargin | 8 | 35 | 4.3 | hard 10% | 108 | 19 | Bull | 13.4 | 3.85 | 2.8 | 87 | 78 | 82 | 30 | false | Sell | Trim extended winner -1% | 23 | 11 | BrokerB | MKT | 100 | null | null | Normal monitoring | 81 | -13 | 86 | 4 | false | Tighten stops on momentum names |
P9439 | Opportunistic | Trust | USD | 2025-01-06 | 1,105,837 | 60,633 | 1,045,204 | 1 | 72.3 | 17 | 5.1 | 5.6 | HYG:33.3%;VTI:33.3%;TSLA:33.3% | US:70.3;EU:6.5;APAC:13.4;EM:4.9;Other:4.8 | Value:-0.3;Growth:-0.0;Quality:+0.9;Size:-0.8;Momentum:-0.3;LowVol:+0.5 | null | 10 | 35 | 6.8 | trailing 7% | 172 | 26.9 | Volatile | 23.6 | 4.13 | 3.4 | 142 | -34 | 46 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | 3 | BrokerB | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 2 | -7 | 1 | 2 | false | Monitor dispersion and breadth |
P9440 | Opportunistic | Taxable | USD | 2024-09-05 | 450,881 | 36,250 | 414,631 | 1 | 62.7 | 18.4 | 14.5 | 4.4 | AMZN:16.8%;VOO:21.7%;BRK.B:14.2%;TSLA:14.2%;BND:11.3%;HYG:21.7% | US:69.8;EU:8.0;APAC:12.2;EM:8.8;Other:1.2 | Value:-0.6;Growth:-0.1;Quality:+0.4;Size:+0.3;Momentum:+0.9;LowVol:-0.6 | MaxPos8% | 5 | 35 | 5.1 | hard 12% | 222 | 22.1 | Sideways | 14.7 | 4.18 | 2.4 | 95 | -20 | 50 | 57 | false | Buy | Add to core equity +1% | 1 | -3 | BrokerA | MKT | 97 | null | null | Normal monitoring | 59 | -43 | 169 | 5 | false | Tighten stops on momentum names |
P9441 | Opportunistic | IRA | USD | 2025-08-10 | 1,073,732 | 93,168 | 980,564 | 1.12 | 74.4 | 11.4 | 10.1 | 4.1 | VNQ:20.9%;GLD:21.9%;QQQ:10.1%;AAPL:14.1%;BND:14.9%;HYG:18.1% | US:67.2;EU:17.4;APAC:7.5;EM:6.1;Other:1.7 | Value:-0.5;Growth:0.0;Quality:+0.5;Size:-0.3;Momentum:-0.3;LowVol:+0.6 | MaxPos8% | 6 | 35 | 5.4 | trailing 9% | 210 | 32.8 | Bull | 11.6 | 4.13 | 2.9 | 85 | 33 | 57 | 51 | false | Rebalance | Shift +1% to bonds from equity | 19 | -31 | BrokerC | MKT | 95 | null | null | Normal monitoring | 21 | -8 | 29 | 4 | false | Monitor dispersion and breadth |
P9442 | Hands-off | Taxable | USD | 2024-09-21 | 742,487 | 41,924 | 700,563 | 1 | 68.2 | 27 | 0 | 4.7 | TLT:35.9%;AMZN:28.2%;MUB:35.9% | US:67.6;EU:12.9;APAC:7.9;EM:7.3;Other:4.3 | Value:+0.5;Growth:-0.9;Quality:-0.9;Size:+0.8;Momentum:-0.2;LowVol:+0.4 | ESGOnly;NoDerivatives | 6 | 25 | 4.8 | hard 10% | 143 | 15.8 | Sideways | 17.6 | 3.53 | 2.1 | 119 | 36 | 77 | 57 | false | Buy | Add to core equity +1% | -11 | 14 | BrokerB | VWAP | 87 | null | null | Normal monitoring | 60 | 2 | 79 | 4 | false | Tighten stops on momentum names |
P9443 | Systematic | Trust | USD | 2025-06-25 | 1,421,556 | 119,369 | 1,302,187 | 1 | 63.7 | 29 | 1 | 6.4 | VTI:13.7%;AMZN:24.1%;QQQ:24.1%;AAPL:23.5%;HYG:14.5% | US:66.7;EU:6.3;APAC:14.1;EM:9.7;Other:3.2 | Value:-0.0;Growth:+0.3;Quality:-0.1;Size:-0.2;Momentum:-0.3;LowVol:+0.3 | MaxPos7%;NoDerivatives | 5 | 35 | 4.3 | trailing 9% | 217 | 19.3 | Bull | 16.6 | 3.53 | 2.9 | 92 | 63 | 78 | 60 | false | Buy | Add to core equity +1% | -7 | 7 | BrokerA | LMT | 86 | null | null | Normal monitoring | 23 | -1 | 73 | 3 | false | Monitor dispersion and breadth |
P9444 | Opportunistic | Taxable | USD | 2025-01-25 | 1,760,032 | 54,474 | 1,705,558 | 1 | 71 | 15.9 | 4.8 | 8.4 | QQQ:22.9%;MUB:22.9%;VNQ:22.9%;XLF:22.6%;VTI:8.8% | US:63.1;EU:11.9;APAC:13.0;EM:6.5;Other:5.5 | Value:+0.3;Growth:+0.1;Quality:+0.1;Size:-0.2;Momentum:-0.4;LowVol:+0.6 | null | 6 | 25 | 5.6 | trailing 7% | 185 | 26.6 | Sideways | 22 | 4.05 | 3.2 | 125 | 28 | 62 | 65 | false | Hedge | Add TLT +1% as duration hedge | 12 | -28 | BrokerD | MKT | 86 | null | null | Normal monitoring | 74 | -52 | 212 | 3 | false | Increase defensive factor exposure |
P9445 | Hands-off | Roth | USD | 2025-09-09 | 425,243 | 38,571 | 386,672 | 1 | 63.1 | 23.7 | 5.6 | 7.7 | BRK.B:33.3%;MSFT:33.3%;VNQ:33.3% | US:64.5;EU:14.3;APAC:11.6;EM:6.4;Other:3.2 | Value:-0.0;Growth:-0.7;Quality:+0.2;Size:-1.0;Momentum:-0.6;LowVol:-0.3 | ESGOnly;NoDerivatives | 5 | 30 | 3.7 | trailing 8% | 148 | 16.9 | Bear | 23.3 | 3.67 | 2.2 | 185 | -79 | 25 | 55 | false | Rebalance | Shift +1% to bonds from equity | 3 | -25 | BrokerC | MKT | 87 | null | null | Normal monitoring | 29 | -58 | -11 | 5 | false | Monitor dispersion and breadth |
P9446 | Active | Taxable | USD | 2024-09-13 | 2,341,265 | 245,124 | 2,096,141 | 1 | 60.8 | 19.1 | 10.8 | 9.3 | AAPL:23.0%;BND:25.7%;VOO:25.7%;TSLA:25.7% | US:65.2;EU:12.9;APAC:9.3;EM:12.0;Other:0.6 | Value:-0.6;Growth:-0.6;Quality:-0.2;Size:-0.1;Momentum:+0.6;LowVol:+0.4 | null | 8 | 25 | 4.4 | hard 12% | 156 | 19.7 | Bull | 13.7 | 4.66 | 2.3 | 88 | 89 | 88 | 35 | false | Rebalance | Shift +1% to bonds from equity | -5 | -23 | BrokerD | VWAP | 86 | null | null | Normal monitoring | 58 | 12 | 124 | 3 | false | Within IPS guidelines |
P9447 | Active | IRA | USD | 2025-10-06 | 2,445,721 | 185,592 | 2,260,129 | 1 | 63.1 | 26.1 | 2.3 | 8.5 | XLF:20.7%;AAPL:17.4%;VOO:21.3%;BRK.B:21.3%;HYG:19.4% | US:60.6;EU:17.3;APAC:8.0;EM:10.3;Other:3.8 | Value:-0.3;Growth:+0.1;Quality:+0.1;Size:+0.9;Momentum:+0.8;LowVol:+0.8 | null | 5 | 25 | 5.6 | trailing 8% | 214 | 25.8 | Bull | 16.2 | 4.88 | 2.1 | 86 | 1 | 35 | 60 | false | Rebalance | Shift +1% to bonds from equity | 14 | -10 | BrokerC | MKT | 90 | null | null | Normal monitoring | 91 | -12 | 58 | 5 | false | Tighten stops on momentum names |
P9448 | Active | Roth | USD | 2024-10-19 | 1,189,119 | 98,924 | 1,090,195 | 1 | 63.8 | 27.9 | 1.9 | 6.5 | VTI:12.9%;IEF:23.7%;QQQ:15.9%;VNQ:23.7%;BRK.B:23.7% | US:64.4;EU:19.4;APAC:10.7;EM:3.0;Other:2.4 | Value:-0.6;Growth:+0.8;Quality:+0.9;Size:+0.5;Momentum:-0.6;LowVol:+0.7 | MaxPos7% | 5 | 35 | 5.9 | trailing 9% | 140 | 21.3 | Bull | 14.7 | 4.02 | 2.7 | 89 | 80 | 100 | 57 | false | Rebalance | Shift +1% to bonds from equity | 3 | 9 | BrokerA | LMT | 96 | null | null | Normal monitoring | 70 | -58 | 63 | 5 | false | Increase defensive factor exposure |
P9449 | Hands-off | Roth | USD | 2025-11-16 | 793,683 | 33,232 | 760,451 | 1 | 65.6 | 20.4 | 4.3 | 9.8 | GLD:26.8%;IEF:26.8%;MUB:19.7%;QQQ:26.8% | US:69.2;EU:10.4;APAC:9.1;EM:9.1;Other:2.2 | Value:+0.6;Growth:+0.6;Quality:-0.6;Size:+0.1;Momentum:+0.9;LowVol:-0.9 | MaxPos8%;NoDerivatives | 8 | 35 | 3.6 | trailing 8% | 161 | 13.5 | Bull | 13.6 | 3.8 | 3.3 | 91 | 120 | 100 | 49 | false | Buy | Add to core equity +1% | -13 | -21 | BrokerA | MKT | 99 | null | null | Normal monitoring | -13 | -27 | -21 | 4 | false | Tighten stops on momentum names |
P9450 | Opportunistic | Trust | USD | 2025-07-23 | 826,468 | 54,875 | 771,593 | 1 | 73.5 | 11.6 | 10.1 | 4.7 | VTI:19.9%;IEF:20.7%;TLT:8.6%;XLF:19.1%;GLD:11.0%;QQQ:20.7% | US:67.8;EU:13.9;APAC:9.6;EM:5.9;Other:2.8 | Value:+0.4;Growth:-0.4;Quality:+0.9;Size:-0.0;Momentum:-0.5;LowVol:-0.1 | NoDerivatives | 8 | 35 | 6.8 | trailing 9% | 245 | 27.8 | Bear | 31.7 | 4.04 | 1.8 | 166 | -106 | 5 | 86 | true | Reduce | Cut high-beta by 2-3%, add cash | -12 | 15 | BrokerD | MKT | 93 | VAR>budget | Hedge | Risk above budget threshold | -18 | 0 | 71 | 4 | false | Tax-aware sells next window |
P9451 | Active | Taxable | USD | 2025-09-05 | 1,742,683 | 143,543 | 1,599,140 | 1 | 54.8 | 25.6 | 13.9 | 5.7 | QQQ:20.2%;TSLA:17.9%;AMZN:17.0%;XLF:14.8%;HYG:13.5%;BND:16.8% | US:66.8;EU:15.5;APAC:10.3;EM:5.5;Other:1.9 | Value:+0.8;Growth:+0.1;Quality:-0.4;Size:+0.3;Momentum:+0.9;LowVol:+0.6 | null | 5 | 30 | 4.8 | hard 12% | 199 | 24.3 | Bear | 23.2 | 3.39 | 2.4 | 208 | -8 | 47 | 67 | false | Buy | Add to core equity +1% | 14 | -26 | BrokerD | MKT | 99 | null | null | Normal monitoring | -29 | -48 | 97 | 4 | false | Tighten stops on momentum names |
P9452 | Hands-off | Trust | USD | 2024-10-02 | 782,928 | 47,292 | 735,636 | 1 | 68 | 17.8 | 5.8 | 8.3 | VTI:20.3%;AAPL:15.4%;GLD:10.5%;QQQ:18.9%;VOO:14.6%;IEF:20.3% | US:64.4;EU:10.5;APAC:9.3;EM:11.2;Other:4.6 | Value:+0.1;Growth:-0.7;Quality:-0.1;Size:0.0;Momentum:-0.9;LowVol:-0.3 | ESGOnly | 8 | 25 | 5.5 | trailing 8% | 142 | 14.2 | Bull | 18 | 4.78 | 3.1 | 111 | 10 | 65 | 52 | false | Rebalance | Shift +1% to bonds from equity | 21 | -32 | BrokerA | VWAP | 89 | null | null | Normal monitoring | 4 | -60 | 53 | 5 | false | Tighten stops on momentum names |
P9453 | Cautious | Taxable | USD | 2025-04-06 | 361,865 | 37,485 | 324,380 | 1 | 48.1 | 38.6 | 0 | 13.4 | QQQ:33.3%;MSFT:33.3%;TSLA:33.3% | US:69.3;EU:14.5;APAC:8.0;EM:5.6;Other:2.6 | Value:-0.8;Growth:-0.4;Quality:-0.5;Size:+0.9;Momentum:+0.5;LowVol:+1.0 | MaxPos5%;NoDerivatives;NoMargin | 5 | 30 | 5.1 | trailing 8% | 147 | 13.1 | Sideways | 17.2 | 4.6 | 2.8 | 93 | -15 | 45 | 50 | true | Rebalance | Rebalance back to target bands | 18 | -21 | BrokerD | MKT | 94 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -20 | 18 | -57 | 2 | false | Tighten stops on momentum names |
P9454 | Hands-off | IRA | USD | 2025-12-15 | 754,582 | 66,548 | 688,034 | 1 | 57.8 | 24 | 12 | 6.2 | TSLA:33.3%;MSFT:33.3%;XLF:33.3% | US:65.8;EU:20.6;APAC:7.6;EM:5.0;Other:1.0 | Value:+0.6;Growth:+0.7;Quality:+0.7;Size:0.0;Momentum:+0.7;LowVol:-0.9 | null | 5 | 35 | 5.3 | hard 10% | 165 | 14.3 | Sideways | 14.4 | 4.05 | 2.9 | 114 | 19 | 45 | 44 | false | Sell | Trim extended winner -1% | -14 | -17 | BrokerB | LMT | 91 | null | null | Normal monitoring | -44 | -17 | 89 | 4 | false | Increase defensive factor exposure |
P9455 | Hands-off | Roth | USD | 2024-10-28 | 193,940 | 11,278 | 182,662 | 1 | 55.9 | 22.2 | 13 | 8.9 | QQQ:24.1%;XLF:13.7%;IEF:24.1%;GLD:13.9%;VOO:24.1% | US:69.8;EU:12.1;APAC:8.3;EM:9.8;Other:0.0 | Value:-0.1;Growth:+0.3;Quality:+0.4;Size:-0.7;Momentum:+0.9;LowVol:+0.8 | null | 10 | 30 | 3.3 | hard 10% | 136 | 18.2 | Bull | 16.9 | 4.66 | 3.1 | 101 | 88 | 86 | 57 | false | Rebalance | Shift +1% to bonds from equity | 13 | 15 | BrokerD | MKT | 92 | null | null | Normal monitoring | 115 | -35 | 80 | 3 | false | Within IPS guidelines |
P9456 | Opportunistic | Roth | USD | 2024-08-08 | 631,188 | 39,415 | 591,773 | 1 | 72.4 | 10.4 | 9 | 8.1 | TLT:20.9%;VOO:12.1%;XLF:20.9%;VNQ:20.9%;MSFT:7.2%;HYG:17.9% | US:68.5;EU:13.7;APAC:8.6;EM:8.6;Other:0.6 | Value:+0.6;Growth:-0.5;Quality:-0.5;Size:-0.6;Momentum:+0.8;LowVol:+0.4 | MaxPos8% | 5 | 30 | 6.2 | trailing 9% | 195 | 24.2 | Bull | 11 | 4.74 | 2.2 | 119 | 48 | 88 | 42 | false | Buy | Add to core equity +1% | 13 | -36 | BrokerD | LMT | 91 | null | null | Normal monitoring | -28 | -5 | -58 | 3 | false | Increase defensive factor exposure |
P9457 | Opportunistic | Roth | USD | 2025-10-04 | 375,728 | 27,196 | 348,532 | 1 | 70.5 | 13 | 10.9 | 5.7 | IEF:33.3%;AAPL:33.3%;VNQ:33.3% | US:63.7;EU:6.6;APAC:16.8;EM:7.1;Other:5.8 | Value:0.0;Growth:+0.7;Quality:+0.2;Size:-0.3;Momentum:-0.8;LowVol:-0.4 | null | 6 | 25 | 6.1 | trailing 9% | 270 | 27.7 | Volatile | 30 | 5.33 | 2.6 | 120 | -38 | 41 | 81 | true | Hedge | Buy index puts 1% notional | 12 | -15 | BrokerC | LMT | 95 | VAR>budget | TightenStops | Risk above budget threshold | 70 | -36 | 145 | 2 | false | Tax-aware sells next window |
P9458 | Hands-off | Roth | USD | 2025-04-17 | 815,901 | 43,981 | 771,920 | 1 | 72.3 | 20.4 | 1.8 | 5.5 | AAPL:12.8%;XLF:19.4%;MUB:13.6%;VNQ:12.1%;VTI:21.1%;TLT:21.1% | US:64.6;EU:18.7;APAC:11.8;EM:3.8;Other:1.0 | Value:+0.1;Growth:+0.4;Quality:-0.5;Size:-0.3;Momentum:-0.2;LowVol:+0.8 | ESGOnly;MaxPos8%;NoDerivatives | 6 | 25 | 4.2 | trailing 10% | 138 | 14 | Volatile | 28.7 | 3.57 | 3.3 | 168 | 64 | 86 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 7 | -16 | BrokerD | LMT | 89 | VAR>budget | Reduce | Risk above budget threshold | 73 | -55 | 130 | 3 | false | Within IPS guidelines |
P9459 | Systematic | Trust | USD | 2024-08-26 | 600,374 | 29,281 | 571,093 | 1 | 61.6 | 31.8 | 0 | 6.6 | AMZN:17.9%;HYG:24.2%;BND:24.2%;VOO:24.2%;TSLA:9.4% | US:67.1;EU:7.4;APAC:12.8;EM:7.4;Other:5.3 | Value:+0.9;Growth:+0.5;Quality:-0.4;Size:+0.9;Momentum:+0.7;LowVol:+0.4 | null | 10 | 25 | 4.1 | trailing 9% | 159 | 20.6 | Sideways | 20 | 4.37 | 2.8 | 132 | -3 | 34 | 64 | false | Sell | Trim extended winner -1% | 28 | -14 | BrokerC | MKT | 87 | null | null | Normal monitoring | 93 | -4 | 189 | 4 | false | Monitor dispersion and breadth |
P9460 | Active | Roth | USD | 2024-11-18 | 613,912 | 47,891 | 566,021 | 1 | 64.3 | 25 | 4.9 | 5.7 | AMZN:21.6%;QQQ:21.6%;BND:11.8%;MSFT:21.6%;VOO:12.6%;MUB:10.8% | US:67.6;EU:13.0;APAC:6.0;EM:9.2;Other:4.1 | Value:+0.7;Growth:+0.8;Quality:+0.8;Size:+0.6;Momentum:-0.6;LowVol:+0.6 | MaxPos8%;NoDerivatives | 8 | 30 | 4.7 | trailing 8% | 207 | 26.7 | Bull | 16.6 | 4.36 | 3.2 | 78 | 100 | 100 | 61 | true | Hedge | Buy index puts 1% notional | -1 | 0 | BrokerD | MKT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 7 | -51 | 65 | 4 | false | Increase defensive factor exposure |
P9461 | Opportunistic | Trust | USD | 2025-10-27 | 952,864 | 63,900 | 888,964 | 1 | 64 | 11.5 | 19.8 | 4.8 | TSLA:32.7%;XLF:33.6%;TLT:33.6% | US:75.1;EU:11.3;APAC:5.6;EM:5.6;Other:2.3 | Value:+0.2;Growth:-0.0;Quality:-0.7;Size:+0.7;Momentum:+0.5;LowVol:+0.3 | MaxPos6% | 5 | 35 | 6.4 | trailing 9% | 280 | 32.4 | Bull | 15.4 | 3.93 | 2.4 | 114 | 102 | 96 | 58 | false | Sell | Trim extended winner -1% | 2 | -30 | BrokerA | LMT | 98 | null | null | Normal monitoring | 29 | -30 | 123 | 3 | false | Tax-aware sells next window |
P9462 | Systematic | Trust | USD | 2025-12-05 | 455,309 | 38,416 | 416,893 | 1 | 63.9 | 27 | 0 | 9.1 | MSFT:25.7%;MUB:22.8%;AAPL:25.7%;AMZN:25.7% | US:69.7;EU:16.1;APAC:10.0;EM:3.7;Other:0.6 | Value:+0.8;Growth:+0.4;Quality:+0.4;Size:-0.8;Momentum:-1.0;LowVol:+0.5 | MaxPos6% | 7 | 30 | 4.7 | trailing 8% | 217 | 23 | Bull | 11.1 | 4.04 | 2.8 | 87 | 66 | 78 | 39 | false | Sell | Trim extended winner -1% | -10 | 12 | BrokerD | LMT | 86 | null | null | Normal monitoring | -26 | -25 | -17 | 5 | false | Monitor dispersion and breadth |
P9463 | Active | Trust | USD | 2025-02-07 | 1,070,731 | 119,010 | 951,721 | 1.07 | 50.5 | 25.2 | 17.3 | 6.9 | HYG:26.7%;AMZN:26.7%;MUB:19.9%;VNQ:26.7% | US:74.9;EU:8.5;APAC:12.0;EM:3.6;Other:1.0 | Value:+0.2;Growth:+0.2;Quality:+0.2;Size:+1.0;Momentum:-0.7;LowVol:+0.8 | MaxPos8%;NoDerivatives | 10 | 30 | 5.7 | trailing 8% | 147 | 22.5 | Sideways | 14.4 | 4.57 | 2.6 | 94 | 22 | 56 | 37 | false | Buy | Add to core equity +1% | 6 | -17 | BrokerB | LMT | 91 | null | null | Normal monitoring | 19 | -49 | 131 | 3 | false | Tax-aware sells next window |
P9464 | Cautious | Trust | USD | 2025-06-10 | 680,571 | 72,898 | 607,673 | 1 | 44 | 41.5 | 0 | 14.5 | MSFT:12.9%;VTI:8.5%;TSLA:21.7%;BRK.B:21.7%;VNQ:19.0%;VOO:16.1% | US:65.6;EU:14.4;APAC:8.2;EM:7.5;Other:4.4 | Value:+1.0;Growth:+0.5;Quality:-0.3;Size:+0.9;Momentum:0.0;LowVol:-0.0 | NoMargin | 8 | 35 | 3.5 | trailing 10% | 169 | 15.1 | Volatile | 20.9 | 4.02 | 3.2 | 124 | 78 | 76 | 50 | false | Sell | Trim extended winner -1% | 31 | -12 | BrokerD | MKT | 93 | null | null | Normal monitoring | -37 | -9 | 18 | 5 | false | Monitor dispersion and breadth |
P9465 | Hands-off | Taxable | USD | 2025-10-14 | 827,501 | 44,372 | 783,129 | 1 | 61.1 | 20.5 | 10.7 | 7.7 | VOO:26.9%;MSFT:19.2%;XLF:26.9%;BND:26.9% | US:65.0;EU:12.2;APAC:12.3;EM:7.9;Other:2.7 | Value:+0.2;Growth:+0.9;Quality:0.0;Size:-0.7;Momentum:-0.2;LowVol:-0.9 | MaxPos8% | 10 | 30 | 3.1 | trailing 10% | 131 | 12.1 | Bull | 14.3 | 3.7 | 2.5 | 116 | 119 | 100 | 38 | false | Buy | Add to core equity +1% | 5 | 12 | BrokerA | LMT | 86 | null | null | Normal monitoring | 25 | 0 | 48 | 4 | false | Within IPS guidelines |
P9466 | Opportunistic | IRA | USD | 2025-09-16 | 791,735 | 44,244 | 747,491 | 1 | 73.1 | 18.8 | 2.3 | 5.9 | GLD:28.4%;AAPL:28.4%;MUB:14.9%;IEF:28.4% | US:62.0;EU:20.0;APAC:10.0;EM:4.6;Other:3.4 | Value:-0.1;Growth:+0.6;Quality:-0.0;Size:+0.4;Momentum:+0.6;LowVol:+0.6 | null | 10 | 30 | 6.9 | trailing 9% | 170 | 31.4 | Bull | 16.9 | 3.97 | 3.4 | 99 | 1 | 62 | 51 | false | NoAction | Within bands; monitor | 15 | 9 | BrokerB | LMT | 86 | null | null | Normal monitoring | 11 | -27 | -13 | 4 | false | Within IPS guidelines |
P9467 | Active | IRA | USD | 2025-12-01 | 1,009,924 | 77,455 | 932,469 | 1 | 50.5 | 22.2 | 20.9 | 6.4 | GLD:24.1%;IEF:25.3%;BRK.B:25.3%;AAPL:25.3% | US:64.6;EU:14.5;APAC:10.2;EM:8.7;Other:2.0 | Value:+0.1;Growth:-0.9;Quality:-0.8;Size:-0.3;Momentum:-0.4;LowVol:-0.9 | null | 8 | 25 | 4.5 | trailing 8% | 175 | 23.2 | Sideways | 22 | 3.72 | 2.9 | 95 | 47 | 68 | 59 | false | Rebalance | Shift +1% to bonds from equity | 4 | -18 | BrokerD | VWAP | 96 | null | null | Normal monitoring | -12 | -26 | -27 | 5 | false | Increase defensive factor exposure |
P9468 | Opportunistic | IRA | USD | 2024-11-25 | 1,258,484 | 51,354 | 1,207,130 | 1 | 76.4 | 10.5 | 8.3 | 4.8 | BRK.B:21.6%;AMZN:21.6%;XLF:21.6%;VTI:17.5%;TLT:17.6% | US:66.0;EU:13.4;APAC:13.8;EM:4.5;Other:2.4 | Value:-0.4;Growth:-0.5;Quality:+0.7;Size:+0.9;Momentum:+0.4;LowVol:+0.5 | null | 7 | 25 | 4.6 | trailing 7% | 179 | 30.8 | Sideways | 15.8 | 3.53 | 3.5 | 103 | 8 | 45 | 63 | false | NoAction | Within bands; monitor | -8 | -24 | BrokerB | LMT | 100 | null | null | Normal monitoring | 18 | -56 | 73 | 4 | false | Within IPS guidelines |
P9469 | Hands-off | Roth | USD | 2025-08-12 | 606,212 | 49,384 | 556,828 | 1 | 67.5 | 24.1 | 0 | 8.5 | AMZN:22.7%;BRK.B:22.7%;VNQ:14.2%;GLD:17.7%;BND:22.7% | US:67.9;EU:9.9;APAC:9.7;EM:8.3;Other:4.2 | Value:+0.2;Growth:-0.1;Quality:+0.1;Size:+0.9;Momentum:-0.0;LowVol:+0.8 | ESGOnly | 7 | 35 | 5.1 | hard 10% | 136 | 19 | Sideways | 17.2 | 4.17 | 3.5 | 108 | -9 | 38 | 51 | false | Sell | Trim extended winner -1% | -10 | -17 | BrokerB | LMT | 88 | null | null | Normal monitoring | 40 | 16 | 116 | 5 | false | Monitor dispersion and breadth |
P9470 | Hands-off | Taxable | USD | 2025-10-10 | 832,524 | 72,338 | 760,186 | 1 | 57.3 | 23.6 | 12.7 | 6.4 | MUB:23.8%;XLF:26.5%;BND:26.5%;VTI:23.3% | US:57.7;EU:19.9;APAC:13.2;EM:4.5;Other:4.7 | Value:+0.2;Growth:-0.8;Quality:+0.3;Size:-0.7;Momentum:-0.7;LowVol:+0.6 | ESGOnly | 5 | 25 | 4.4 | hard 10% | 147 | 15.7 | Volatile | 20.2 | 5.44 | 3.1 | 167 | -40 | 17 | 54 | false | Rebalance | Shift +1% to bonds from equity | 29 | -31 | BrokerC | MKT | 92 | null | null | Normal monitoring | 87 | -53 | 135 | 5 | false | Tighten stops on momentum names |
P9471 | Active | Trust | USD | 2025-10-15 | 860,900 | 80,672 | 780,228 | 1 | 60.7 | 22.1 | 10.2 | 7.1 | QQQ:9.8%;GLD:23.7%;IEF:8.2%;MSFT:23.7%;TSLA:11.6%;XLF:23.0% | US:59.3;EU:18.8;APAC:7.0;EM:9.6;Other:5.2 | Value:-0.7;Growth:-0.9;Quality:+0.7;Size:+0.9;Momentum:+0.4;LowVol:-0.2 | null | 6 | 25 | 4.8 | trailing 9% | 168 | 22.4 | Bull | 12.2 | 4.7 | 3.2 | 89 | 81 | 96 | 37 | false | Rebalance | Shift +1% to bonds from equity | -9 | -24 | BrokerC | LMT | 89 | null | null | Normal monitoring | 54 | 18 | 188 | 5 | false | Tax-aware sells next window |
P9472 | Systematic | Roth | USD | 2025-09-02 | 1,595,460 | 68,960 | 1,526,500 | 1 | 68.1 | 23.6 | 1 | 7.4 | MUB:8.1%;QQQ:20.9%;TLT:19.3%;AMZN:20.9%;TSLA:20.1%;GLD:10.6% | US:71.5;EU:10.9;APAC:8.1;EM:8.1;Other:1.5 | Value:+0.4;Growth:-0.4;Quality:+0.8;Size:+0.2;Momentum:+0.8;LowVol:-0.2 | MaxPos5%;NoDerivatives | 5 | 25 | 4.2 | trailing 9% | 166 | 26.6 | Sideways | 15.1 | 3.95 | 2.3 | 125 | 56 | 78 | 51 | false | Rebalance | Shift +1% to bonds from equity | -4 | -9 | BrokerC | LMT | 88 | null | null | Normal monitoring | 9 | -12 | 132 | 3 | false | Within IPS guidelines |
P9473 | Systematic | Taxable | USD | 2025-06-03 | 711,137 | 44,097 | 667,040 | 1 | 65 | 26.1 | 0 | 8.9 | HYG:22.2%;AMZN:21.6%;XLF:18.5%;QQQ:15.5%;AAPL:22.2% | US:74.4;EU:9.3;APAC:9.7;EM:6.0;Other:0.6 | Value:+0.3;Growth:+0.4;Quality:+0.7;Size:-0.4;Momentum:-0.3;LowVol:-0.0 | MaxPos7% | 5 | 35 | 4.6 | trailing 8% | 128 | 21.9 | Bull | 12.8 | 4.56 | 2.1 | 94 | 32 | 64 | 47 | false | Hedge | Add TLT +1% as duration hedge | 19 | -8 | BrokerB | MKT | 100 | null | null | Normal monitoring | 20 | -5 | 97 | 3 | false | Tighten stops on momentum names |
P9474 | Cautious | Taxable | USD | 2025-12-09 | 336,910 | 45,872 | 291,038 | 1 | 35.9 | 39 | 14.9 | 10.2 | HYG:12.0%;VNQ:21.2%;VTI:21.2%;XLF:12.2%;AMZN:17.6%;MSFT:15.8% | US:74.5;EU:13.6;APAC:6.2;EM:3.7;Other:2.0 | Value:+0.8;Growth:-0.2;Quality:+1.0;Size:-0.1;Momentum:+0.1;LowVol:-0.0 | NoMargin | 5 | 35 | 4 | trailing 10% | 108 | 12 | Bear | 28.9 | 3.79 | 2.9 | 186 | -19 | 25 | 51 | false | Sell | Trim extended winner -1% | 6 | 12 | BrokerC | MKT | 97 | null | null | Normal monitoring | -6 | 0 | -30 | 4 | false | Tighten stops on momentum names |
P9475 | Hands-off | 401k | USD | 2025-04-25 | 734,280 | 59,984 | 674,296 | 1 | 59.7 | 24.5 | 10.3 | 5.6 | VNQ:29.2%;VOO:29.2%;TSLA:12.5%;XLF:29.2% | US:69.9;EU:9.8;APAC:10.8;EM:8.3;Other:1.2 | Value:-0.4;Growth:0.0;Quality:+0.9;Size:-1.0;Momentum:-0.4;LowVol:-0.5 | MaxPos6% | 10 | 35 | 3.1 | trailing 8% | 115 | 19.2 | Bull | 15.7 | 3.91 | 2.1 | 109 | 53 | 77 | 41 | true | Reduce | Cut high-beta by 2-3%, add cash | -14 | -21 | BrokerB | MKT | 89 | VAR>budget | Reduce | Risk above budget threshold | 61 | 14 | 127 | 4 | false | Increase defensive factor exposure |
P9476 | Active | Trust | USD | 2024-09-13 | 2,089,221 | 238,821 | 1,850,400 | 1 | 56.8 | 19.9 | 15 | 8.3 | AAPL:17.1%;TSLA:8.1%;HYG:21.0%;VTI:15.9%;QQQ:18.7%;BND:19.3% | US:68.1;EU:8.4;APAC:16.0;EM:7.4;Other:0.1 | Value:+0.6;Growth:+0.5;Quality:+0.4;Size:+0.8;Momentum:-0.3;LowVol:-0.7 | null | 6 | 35 | 5.6 | trailing 9% | 226 | 25.7 | Bull | 12.1 | 3.8 | 2.2 | 84 | 105 | 94 | 32 | false | Sell | Trim extended winner -1% | 6 | -18 | BrokerB | MKT | 89 | null | null | Normal monitoring | 27 | -7 | 124 | 3 | false | Within IPS guidelines |
P9477 | Opportunistic | Taxable | USD | 2025-01-16 | 936,315 | 61,232 | 875,083 | 1 | 63.4 | 10.5 | 18.4 | 7.8 | BRK.B:22.1%;GLD:22.1%;VTI:22.1%;QQQ:17.1%;XLF:16.7% | US:75.6;EU:13.7;APAC:6.1;EM:4.3;Other:0.3 | Value:+0.4;Growth:+0.2;Quality:-0.9;Size:-0.1;Momentum:+0.4;LowVol:-0.4 | null | 10 | 35 | 4.5 | hard 12% | 261 | 33.7 | Bull | 16.7 | 4.13 | 2.8 | 102 | 84 | 90 | 48 | false | Rebalance | Shift +1% to bonds from equity | -14 | -5 | BrokerB | LMT | 92 | null | null | Normal monitoring | 81 | -25 | 144 | 4 | false | Monitor dispersion and breadth |
P9478 | Active | Taxable | USD | 2025-08-15 | 734,035 | 72,908 | 661,127 | 1 | 62.9 | 21.4 | 9 | 6.6 | TLT:22.6%;VOO:25.0%;HYG:25.0%;BRK.B:14.3%;VNQ:13.1% | US:66.6;EU:13.1;APAC:7.7;EM:8.4;Other:4.3 | Value:+0.3;Growth:+0.6;Quality:-0.7;Size:+0.2;Momentum:-0.1;LowVol:+0.4 | null | 8 | 25 | 5 | trailing 8% | 175 | 21.8 | Bear | 30.4 | 4.25 | 1 | 186 | -76 | 23 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -31 | BrokerD | LMT | 94 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -35 | -49 | 0 | 5 | false | Within IPS guidelines |
P9479 | Cautious | Roth | USD | 2025-10-05 | 859,369 | 81,896 | 777,473 | 1 | 48.4 | 40.2 | 0 | 11.4 | AAPL:33.3%;VTI:33.3%;VNQ:33.3% | US:62.0;EU:11.6;APAC:11.4;EM:12.1;Other:2.8 | Value:-0.7;Growth:+0.1;Quality:-0.6;Size:-0.2;Momentum:-0.0;LowVol:-1.0 | ESGOnly;MaxPos8%;NoDerivatives;NoMargin | 5 | 25 | 3.1 | hard 10% | 101 | 15.5 | Bull | 14.5 | 4.85 | 2.7 | 87 | 21 | 46 | 48 | false | Rebalance | Shift +1% to bonds from equity | -14 | 8 | BrokerA | MKT | 96 | null | null | Normal monitoring | -17 | -27 | 77 | 3 | false | Tax-aware sells next window |
P9480 | Active | Trust | USD | 2025-02-04 | 764,907 | 71,211 | 693,696 | 1.23 | 68.3 | 23.1 | 1.1 | 7.5 | TLT:24.1%;TSLA:25.3%;MUB:25.3%;BND:25.3% | US:67.9;EU:15.4;APAC:13.0;EM:3.3;Other:0.4 | Value:-0.6;Growth:-0.8;Quality:+0.9;Size:+0.3;Momentum:-0.4;LowVol:-0.9 | null | 10 | 25 | 4.1 | trailing 8% | 212 | 27.2 | Volatile | 31.9 | 4.88 | 3.6 | 121 | 19 | 59 | 83 | true | Hedge | Buy index puts 1% notional | 18 | -7 | BrokerD | VWAP | 96 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 37 | -1 | 22 | 2 | false | Tighten stops on momentum names |
P9481 | Systematic | Trust | USD | 2024-09-02 | 1,998,841 | 128,965 | 1,869,876 | 1 | 59 | 22.1 | 10.4 | 8.5 | MSFT:16.4%;AMZN:23.6%;VOO:15.1%;VTI:23.6%;BND:21.3% | US:66.3;EU:17.6;APAC:6.2;EM:5.1;Other:4.9 | Value:-0.4;Growth:-0.7;Quality:+0.7;Size:0.0;Momentum:+0.8;LowVol:-0.2 | NoDerivatives | 6 | 35 | 5.4 | trailing 8% | 129 | 24.4 | Bear | 27.3 | 3.26 | 2.2 | 144 | -73 | 22 | 64 | false | Rebalance | Shift +1% to bonds from equity | 25 | -13 | BrokerC | LMT | 87 | null | null | Normal monitoring | -11 | -20 | -19 | 5 | false | Within IPS guidelines |
P9482 | Hands-off | Trust | USD | 2025-03-12 | 342,617 | 21,661 | 320,956 | 1 | 68.8 | 21.8 | 0 | 9.5 | HYG:24.0%;AMZN:26.4%;GLD:23.2%;VTI:26.4% | US:62.1;EU:12.4;APAC:12.2;EM:9.2;Other:4.1 | Value:+0.1;Growth:-0.1;Quality:+0.3;Size:+0.6;Momentum:-0.9;LowVol:+0.7 | MaxPos7% | 6 | 35 | 5.4 | hard 10% | 101 | 14.7 | Volatile | 28.5 | 5.34 | 3.6 | 124 | -51 | 17 | 79 | true | Hedge | Buy index puts 1% notional | 26 | -38 | BrokerC | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | 54 | -35 | 86 | 3 | false | Monitor dispersion and breadth |
P9483 | Systematic | Roth | USD | 2025-03-30 | 1,223,580 | 107,511 | 1,116,069 | 1 | 65.7 | 25.3 | 2.5 | 6.5 | TLT:21.0%;GLD:21.0%;IEF:21.0%;VNQ:16.1%;VTI:21.0% | US:58.2;EU:14.7;APAC:14.1;EM:9.3;Other:3.7 | Value:+0.9;Growth:-0.9;Quality:-0.8;Size:+0.1;Momentum:-0.5;LowVol:-0.7 | MaxPos7%;NoDerivatives | 5 | 35 | 5.1 | trailing 9% | 121 | 17.1 | Volatile | 26.9 | 5.31 | 4.2 | 135 | 22 | 69 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 17 | -25 | BrokerC | MKT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 33 | -46 | 136 | 4 | false | Tax-aware sells next window |
P9484 | Opportunistic | 401k | USD | 2025-02-09 | 1,068,344 | 63,799 | 1,004,545 | 1 | 72.2 | 12.8 | 8.2 | 6.8 | HYG:33.3%;AAPL:33.3%;BRK.B:33.3% | US:64.5;EU:11.8;APAC:9.6;EM:9.4;Other:4.7 | Value:-1.0;Growth:-0.6;Quality:-0.1;Size:0.0;Momentum:+0.5;LowVol:-0.2 | NoDerivatives | 6 | 35 | 5.2 | trailing 7% | 174 | 34.5 | Bear | 22 | 4.16 | 2.2 | 199 | -61 | 9 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 10 | -23 | BrokerC | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 69 | -34 | 98 | 2 | false | Tighten stops on momentum names |
P9485 | Active | Roth | USD | 2025-07-25 | 2,176,929 | 186,214 | 1,990,715 | 1 | 58.3 | 29.2 | 6.8 | 5.7 | IEF:11.1%;QQQ:17.9%;MSFT:13.8%;HYG:17.2%;BND:20.1%;VOO:19.9% | US:59.8;EU:19.0;APAC:8.4;EM:10.4;Other:2.4 | Value:-0.7;Growth:-0.4;Quality:0.0;Size:+0.9;Momentum:-0.5;LowVol:+0.8 | NoDerivatives | 5 | 35 | 4.2 | trailing 9% | 142 | 24.4 | Bear | 23.8 | 3.12 | 3 | 192 | -39 | 43 | 69 | true | Hedge | Buy index puts 1% notional | 18 | -22 | BrokerC | LMT | 85 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -2 | -14 | -14 | 2 | false | Tighten stops on momentum names |
P9486 | Systematic | IRA | USD | 2024-11-18 | 1,023,308 | 75,499 | 947,809 | 1 | 60.7 | 33.3 | 0 | 6 | BND:18.6%;VTI:20.9%;VNQ:30.3%;VOO:30.3% | US:76.0;EU:6.0;APAC:9.8;EM:4.4;Other:3.9 | Value:-0.5;Growth:-0.5;Quality:+0.4;Size:-0.3;Momentum:+0.9;LowVol:+0.3 | MaxPos7%;NoDerivatives | 7 | 25 | 5 | hard 12% | 150 | 22.9 | Sideways | 15.5 | 4.79 | 2.5 | 127 | 1 | 36 | 40 | false | Buy | Add to core equity +1% | -3 | -1 | BrokerD | LMT | 97 | null | null | Normal monitoring | 50 | -6 | 75 | 3 | false | Tax-aware sells next window |
P9487 | Cautious | IRA | USD | 2025-07-10 | 688,650 | 96,453 | 592,197 | 1 | 50 | 35.5 | 0 | 14.5 | HYG:27.1%;AMZN:27.1%;VOO:18.8%;AAPL:27.0% | US:60.0;EU:13.8;APAC:11.4;EM:11.0;Other:3.8 | Value:-0.3;Growth:-0.5;Quality:+0.9;Size:-0.4;Momentum:+1.0;LowVol:+0.4 | ESGOnly;NoMargin | 5 | 35 | 4.9 | hard 10% | 130 | 14.4 | Bull | 17.6 | 4.82 | 2.2 | 73 | 58 | 70 | 36 | false | Buy | Add to core equity +1% | 5 | -20 | BrokerB | LMT | 94 | null | null | Normal monitoring | 62 | 14 | 53 | 3 | false | Within IPS guidelines |
P9488 | Hands-off | IRA | USD | 2025-01-17 | 288,174 | 23,657 | 264,517 | 1 | 65.8 | 25 | 3 | 6.2 | VTI:10.9%;HYG:22.3%;TLT:14.5%;BND:12.2%;QQQ:22.3%;MUB:17.7% | US:69.1;EU:9.2;APAC:13.2;EM:4.0;Other:4.5 | Value:-0.3;Growth:+0.4;Quality:-0.1;Size:+0.9;Momentum:+0.6;LowVol:-0.2 | null | 5 | 25 | 3.7 | trailing 10% | 93 | 13.4 | Sideways | 17.4 | 3.7 | 2.1 | 116 | 14 | 52 | 45 | false | Rebalance | Shift +1% to bonds from equity | -4 | -30 | BrokerB | MKT | 90 | null | null | Normal monitoring | -46 | -4 | -79 | 3 | false | Increase defensive factor exposure |
P9489 | Cautious | Roth | USD | 2025-01-12 | 754,772 | 110,550 | 644,222 | 1 | 47.1 | 41.6 | 0 | 11.3 | MSFT:33.3%;BRK.B:33.3%;TLT:33.3% | US:65.1;EU:13.4;APAC:6.4;EM:14.2;Other:1.0 | Value:-0.7;Growth:+0.1;Quality:-0.2;Size:-0.4;Momentum:-0.1;LowVol:-0.8 | MaxPos6%;NoDerivatives;NoMargin | 6 | 30 | 5.6 | trailing 8% | 157 | 16.1 | Bull | 13.7 | 4.83 | 2.1 | 96 | 34 | 59 | 25 | false | Rebalance | Shift +1% to bonds from equity | 8 | 14 | BrokerD | LMT | 96 | null | null | Normal monitoring | -57 | 19 | -93 | 3 | false | Monitor dispersion and breadth |
P9490 | Hands-off | Taxable | USD | 2025-05-26 | 428,732 | 21,939 | 406,793 | 1 | 68.2 | 23.8 | 0 | 8 | HYG:21.7%;VOO:21.7%;AAPL:19.4%;TSLA:21.7%;VTI:15.5% | US:67.0;EU:8.8;APAC:14.5;EM:8.4;Other:1.2 | Value:+0.6;Growth:-0.8;Quality:+0.9;Size:-0.1;Momentum:+0.3;LowVol:-0.5 | null | 7 | 25 | 5.4 | trailing 8% | 94 | 16.3 | Bear | 28.8 | 3.88 | 1.8 | 172 | 18 | 49 | 80 | true | Hedge | Buy index puts 1% notional | -9 | 8 | BrokerC | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 67 | 4 | 145 | 5 | false | Within IPS guidelines |
P9491 | Hands-off | Roth | USD | 2024-10-11 | 333,796 | 16,146 | 317,650 | 1 | 62.6 | 22.2 | 9.7 | 5.5 | VOO:21.0%;AMZN:14.2%;BRK.B:13.4%;TSLA:12.6%;TLT:21.0%;HYG:17.8% | US:64.1;EU:20.5;APAC:6.7;EM:5.4;Other:3.3 | Value:-0.6;Growth:-0.8;Quality:+0.4;Size:-0.2;Momentum:+1.0;LowVol:-1.0 | ESGOnly;NoDerivatives | 8 | 25 | 3.7 | trailing 8% | 98 | 17.8 | Bull | 14 | 3.92 | 3 | 98 | 34 | 76 | 40 | false | Buy | Add to core equity +1% | 26 | 2 | BrokerC | MKT | 87 | null | null | Normal monitoring | -19 | -53 | 17 | 3 | false | Tighten stops on momentum names |
P9492 | Cautious | IRA | USD | 2024-10-29 | 519,537 | 53,095 | 466,442 | 1 | 36.7 | 34.6 | 10.8 | 17.9 | AAPL:25.0%;XLF:25.0%;AMZN:25.0%;VNQ:25.0% | US:63.9;EU:10.2;APAC:16.9;EM:5.2;Other:3.9 | Value:+0.6;Growth:-0.2;Quality:-0.8;Size:+0.1;Momentum:+0.7;LowVol:-0.3 | ESGOnly;NoDerivatives;NoMargin | 10 | 35 | 3.3 | hard 10% | 151 | 19.9 | Bull | 11.8 | 4.7 | 2.9 | 102 | 44 | 62 | 31 | false | Rebalance | Shift +1% to bonds from equity | 23 | -4 | BrokerD | LMT | 95 | null | null | Normal monitoring | 58 | -58 | 81 | 5 | false | Increase defensive factor exposure |
P9493 | Hands-off | Trust | USD | 2024-08-11 | 441,951 | 36,490 | 405,461 | 1 | 61.2 | 29.1 | 4.2 | 5.5 | VNQ:17.6%;MUB:21.1%;HYG:21.1%;XLF:17.2%;BRK.B:12.0%;GLD:10.9% | US:66.0;EU:11.2;APAC:9.9;EM:7.4;Other:5.5 | Value:-0.4;Growth:-0.0;Quality:+0.1;Size:-0.1;Momentum:+0.5;LowVol:-0.4 | ESGOnly | 7 | 25 | 4.8 | hard 10% | 95 | 15.2 | Volatile | 21.6 | 4.11 | 4.1 | 148 | -4 | 42 | 60 | false | Rebalance | Shift +1% to bonds from equity | 32 | -4 | BrokerA | MKT | 91 | null | null | Normal monitoring | 53 | -27 | 67 | 5 | false | Tax-aware sells next window |
P9494 | Hands-off | Trust | USD | 2024-12-24 | 379,137 | 26,997 | 352,140 | 1 | 67.6 | 15.7 | 7.3 | 9.5 | AMZN:33.3%;GLD:33.3%;HYG:33.3% | US:79.8;EU:7.3;APAC:6.7;EM:5.2;Other:1.0 | Value:-0.2;Growth:+0.9;Quality:-0.8;Size:-0.2;Momentum:-0.2;LowVol:+0.7 | ESGOnly;NoDerivatives | 10 | 30 | 4.8 | trailing 8% | 127 | 13.1 | Bull | 11 | 4.41 | 3.4 | 75 | 98 | 93 | 48 | false | Buy | Add to core equity +1% | 7 | -17 | BrokerC | LMT | 89 | null | null | Normal monitoring | -41 | -28 | 82 | 5 | false | Tax-aware sells next window |
P9495 | Hands-off | Roth | USD | 2025-09-10 | 378,619 | 35,498 | 343,121 | 1 | 70 | 23.6 | 0 | 6.4 | VOO:26.5%;XLF:26.5%;TLT:26.5%;IEF:20.4% | US:62.3;EU:16.5;APAC:6.4;EM:10.6;Other:4.2 | Value:-0.5;Growth:-0.7;Quality:-0.8;Size:+0.6;Momentum:+0.4;LowVol:+0.4 | ESGOnly | 6 | 35 | 5.5 | trailing 8% | 129 | 13.9 | Volatile | 26.3 | 4.9 | 2.4 | 180 | 5 | 44 | 74 | true | Hedge | Buy index puts 1% notional | -7 | -28 | BrokerA | MKT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -27 | -52 | 13 | 5 | false | Tighten stops on momentum names |
P9496 | Active | IRA | USD | 2024-07-23 | 973,543 | 110,110 | 863,433 | 1 | 63.5 | 26.4 | 1.6 | 8.6 | VTI:33.3%;BRK.B:33.3%;VNQ:33.3% | US:57.8;EU:18.0;APAC:10.5;EM:11.4;Other:2.2 | Value:-0.1;Growth:-1.0;Quality:-0.0;Size:+0.2;Momentum:-0.0;LowVol:-0.3 | null | 7 | 25 | 5.4 | trailing 9% | 127 | 21.7 | Bear | 31.9 | 3.27 | 2.2 | 150 | -36 | 46 | 76 | true | Hedge | Buy index puts 1% notional | 22 | -19 | BrokerD | MKT | 100 | VAR>budget | Reduce | Risk above budget threshold | 90 | -44 | 224 | 5 | false | Monitor dispersion and breadth |
P9497 | Opportunistic | Roth | USD | 2025-07-22 | 511,550 | 30,400 | 481,150 | 1 | 70.3 | 14.5 | 7.1 | 8 | HYG:25.9%;AMZN:22.3%;BND:25.9%;MSFT:25.9% | US:68.8;EU:18.4;APAC:5.8;EM:5.8;Other:1.2 | Value:-1.0;Growth:-0.8;Quality:+0.2;Size:+0.2;Momentum:+0.5;LowVol:+0.1 | MaxPos8% | 7 | 25 | 6.5 | trailing 9% | 186 | 20.3 | Bear | 34 | 3.6 | 2 | 179 | -38 | 46 | 91 | true | Hedge | Buy index puts 1% notional | -12 | -7 | BrokerB | MKT | 85 | VAR>budget | Hedge | Risk above budget threshold | -37 | -54 | -46 | 2 | false | Within IPS guidelines |
P9498 | Hands-off | 401k | USD | 2025-12-10 | 771,518 | 51,904 | 719,614 | 1 | 59.4 | 26.1 | 7.6 | 6.8 | VNQ:34.0%;HYG:34.0%;AMZN:32.1% | US:66.0;EU:11.9;APAC:13.3;EM:4.5;Other:4.2 | Value:-0.9;Growth:-0.8;Quality:0.0;Size:+0.4;Momentum:+0.7;LowVol:+0.2 | MaxPos5% | 10 | 25 | 4.2 | hard 10% | 96 | 14.3 | Bull | 17.8 | 4.35 | 3 | 96 | 120 | 100 | 60 | false | Rebalance | Shift +1% to bonds from equity | 15 | -25 | BrokerB | MKT | 90 | null | null | Normal monitoring | -28 | 16 | 15 | 4 | false | Increase defensive factor exposure |
P9499 | Cautious | 401k | USD | 2025-06-05 | 542,714 | 76,029 | 466,685 | 1 | 48.1 | 41.7 | 0 | 10.2 | BRK.B:33.3%;MSFT:33.3%;QQQ:33.3% | US:72.3;EU:5.3;APAC:9.2;EM:11.2;Other:2.1 | Value:-0.4;Growth:+0.1;Quality:-0.5;Size:-0.4;Momentum:+0.7;LowVol:-0.7 | ESGOnly;NoMargin | 7 | 25 | 5.8 | trailing 8% | 167 | 13.6 | Bull | 17.7 | 4.99 | 3.3 | 111 | 35 | 65 | 37 | false | Buy | Add to core equity +1% | 28 | -15 | BrokerA | MKT | 85 | null | null | Normal monitoring | -34 | -2 | -68 | 5 | false | Increase defensive factor exposure |
P9500 | Hands-off | IRA | USD | 2024-08-05 | 433,264 | 38,202 | 395,062 | 1 | 68.1 | 23.1 | 0 | 8.8 | GLD:19.0%;VTI:15.3%;MSFT:13.6%;XLF:10.5%;TSLA:20.8%;TLT:20.8% | US:63.1;EU:17.0;APAC:13.6;EM:5.6;Other:0.6 | Value:-0.6;Growth:+0.1;Quality:-0.6;Size:-0.7;Momentum:+1.0;LowVol:+0.1 | MaxPos6%;NoDerivatives | 10 | 35 | 3.5 | trailing 8% | 98 | 17.5 | Bull | 17.4 | 4.07 | 3.3 | 73 | 48 | 84 | 59 | false | Buy | Add to core equity +1% | 3 | -31 | BrokerB | LMT | 87 | null | null | Normal monitoring | 54 | -31 | 20 | 4 | false | Tighten stops on momentum names |
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