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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9501 | Active | IRA | USD | 2024-12-15 | 892,308 | 79,456 | 812,852 | 1.16 | 61 | 31.4 | 0.9 | 6.7 | AAPL:10.4%;MSFT:18.1%;AMZN:21.6%;IEF:21.6%;VOO:13.0%;VTI:15.2% | US:76.0;EU:5.4;APAC:10.9;EM:6.4;Other:1.2 | Value:-0.6;Growth:+0.7;Quality:+0.6;Size:-0.7;Momentum:-0.8;LowVol:-0.4 | NoDerivatives | 6 | 25 | 5.5 | trailing 8% | 207 | 24.5 | Volatile | 21.1 | 3.8 | 2.9 | 123 | -38 | 30 | 48 | false | Rebalance | Shift +1% to bonds from equity | 25 | 12 | BrokerB | MKT | 93 | null | null | Normal monitoring | 21 | -53 | 156 | 4 | false | Monitor dispersion and breadth |
P9502 | Active | Taxable | USD | 2025-09-05 | 1,625,084 | 189,111 | 1,435,973 | 1 | 67.3 | 27.7 | 0 | 5 | TLT:23.1%;AAPL:15.7%;MUB:23.1%;MSFT:21.7%;VTI:16.3% | US:70.1;EU:12.0;APAC:11.4;EM:6.0;Other:0.6 | Value:-0.7;Growth:+0.2;Quality:-0.7;Size:+0.4;Momentum:+0.5;LowVol:-0.8 | null | 10 | 35 | 4.7 | hard 12% | 144 | 22.2 | Sideways | 15.1 | 3.7 | 2.4 | 132 | 46 | 76 | 42 | false | Buy | Add to core equity +1% | 3 | -1 | BrokerA | LMT | 99 | null | null | Normal monitoring | 96 | 17 | 206 | 4 | false | Within IPS guidelines |
P9503 | Cautious | Roth | USD | 2025-04-16 | 342,073 | 38,307 | 303,766 | 1 | 37.4 | 40.8 | 10.7 | 11.2 | AAPL:13.9%;BRK.B:16.1%;IEF:15.0%;TLT:15.8%;QQQ:15.0%;AMZN:24.1% | US:73.1;EU:12.2;APAC:8.2;EM:5.9;Other:0.6 | Value:-0.9;Growth:+0.5;Quality:+0.5;Size:-0.7;Momentum:-0.3;LowVol:+0.8 | NoMargin | 10 | 25 | 5.2 | hard 10% | 131 | 13.6 | Volatile | 25.6 | 4.7 | 4.1 | 118 | 38 | 76 | 49 | false | Sell | Trim extended winner -1% | 15 | -29 | BrokerA | LMT | 87 | null | null | Normal monitoring | 0 | 1 | 112 | 5 | false | Monitor dispersion and breadth |
P9504 | Active | Roth | USD | 2025-08-15 | 801,997 | 83,024 | 718,973 | 1.16 | 59.8 | 26.4 | 6.2 | 7.5 | MSFT:16.4%;AAPL:27.9%;BND:27.9%;HYG:27.9% | US:68.0;EU:11.9;APAC:8.5;EM:9.0;Other:2.6 | Value:-0.1;Growth:+0.2;Quality:+0.9;Size:+0.1;Momentum:+0.5;LowVol:+0.1 | null | 8 | 30 | 4.6 | trailing 8% | 186 | 17.8 | Bear | 28.7 | 3.13 | 2.5 | 215 | -3 | 61 | 80 | true | Rebalance | Rebalance back to target bands | -4 | 6 | BrokerC | MKT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 35 | -3 | 147 | 4 | false | Increase defensive factor exposure |
P9505 | Systematic | IRA | USD | 2024-11-29 | 1,965,209 | 152,526 | 1,812,683 | 1 | 64.4 | 29.2 | 0 | 6.4 | VTI:24.1%;XLF:16.7%;HYG:11.0%;VOO:24.1%;TLT:24.1% | US:70.1;EU:13.2;APAC:8.0;EM:5.4;Other:3.2 | Value:+0.4;Growth:+0.2;Quality:-0.7;Size:+0.9;Momentum:+0.3;LowVol:+0.9 | null | 7 | 25 | 5.1 | trailing 9% | 225 | 22.4 | Volatile | 30.2 | 4.71 | 2.2 | 167 | -22 | 35 | 75 | true | Rebalance | Rebalance back to target bands | -3 | -31 | BrokerB | LMT | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 46 | -60 | 13 | 2 | false | Monitor dispersion and breadth |
P9506 | Hands-off | Roth | USD | 2024-12-14 | 468,873 | 35,132 | 433,741 | 1 | 68.1 | 23.7 | 0 | 8.2 | MUB:17.5%;XLF:21.3%;AMZN:10.3%;QQQ:19.3%;VNQ:20.9%;TSLA:10.8% | US:67.3;EU:9.6;APAC:11.4;EM:9.8;Other:1.9 | Value:+1.0;Growth:-0.3;Quality:-0.9;Size:-0.7;Momentum:+0.4;LowVol:-0.4 | ESGOnly;MaxPos5% | 8 | 35 | 5.9 | trailing 8% | 91 | 18 | Bear | 33.6 | 4.34 | 1.4 | 152 | -41 | 24 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 22 | -9 | BrokerA | LMT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -12 | 3 | -30 | 2 | false | Tighten stops on momentum names |
P9507 | Systematic | IRA | USD | 2024-11-18 | 1,552,618 | 154,035 | 1,398,583 | 1 | 57.3 | 33.5 | 0.8 | 8.4 | HYG:33.3%;MSFT:33.3%;VOO:33.3% | US:69.7;EU:18.0;APAC:5.4;EM:6.2;Other:0.8 | Value:+0.1;Growth:-0.4;Quality:-0.5;Size:+0.8;Momentum:-0.5;LowVol:-0.5 | null | 8 | 25 | 5.6 | trailing 9% | 201 | 16.2 | Bull | 13.9 | 4.13 | 3.3 | 99 | 64 | 76 | 45 | false | Rebalance | Shift +1% to bonds from equity | -9 | -25 | BrokerA | MKT | 99 | null | null | Normal monitoring | 14 | -11 | 66 | 3 | false | Tax-aware sells next window |
P9508 | Systematic | 401k | USD | 2025-09-11 | 1,039,153 | 70,891 | 968,262 | 1 | 62.7 | 21.1 | 8.9 | 7.4 | VOO:25.0%;QQQ:25.0%;TLT:25.0%;HYG:25.0% | US:53.9;EU:20.1;APAC:15.4;EM:9.3;Other:1.3 | Value:+0.4;Growth:+0.8;Quality:-0.5;Size:+0.8;Momentum:-0.7;LowVol:+0.3 | null | 6 | 25 | 4.7 | trailing 9% | 187 | 18 | Volatile | 24.9 | 4.7 | 3.5 | 125 | 46 | 61 | 70 | false | Rebalance | Shift +1% to bonds from equity | -9 | -31 | BrokerA | MKT | 85 | null | null | Normal monitoring | 6 | -32 | 54 | 5 | false | Within IPS guidelines |
P9509 | Cautious | Trust | USD | 2025-10-13 | 412,740 | 33,731 | 379,009 | 1 | 50.1 | 30.6 | 7.6 | 11.7 | QQQ:22.4%;XLF:22.4%;GLD:22.4%;VOO:14.6%;AAPL:18.2% | US:67.2;EU:9.6;APAC:11.2;EM:7.2;Other:4.8 | Value:-0.5;Growth:-0.6;Quality:+0.6;Size:-0.5;Momentum:+0.9;LowVol:+0.3 | NoMargin | 8 | 25 | 6 | trailing 10% | 130 | 14.1 | Bull | 15.7 | 4.66 | 2.5 | 111 | 85 | 99 | 46 | true | Reduce | Cut high-beta by 2-3%, add cash | -5 | -23 | BrokerB | LMT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 11 | 14 | 67 | 2 | false | Tax-aware sells next window |
P9510 | Active | Taxable | USD | 2024-09-15 | 603,999 | 38,673 | 565,326 | 1 | 62.4 | 18.7 | 12.1 | 6.7 | HYG:22.9%;AMZN:23.7%;VNQ:23.7%;GLD:19.0%;AAPL:10.6% | US:60.4;EU:11.8;APAC:14.1;EM:8.7;Other:5.1 | Value:+0.6;Growth:+0.2;Quality:-0.9;Size:+0.6;Momentum:+0.7;LowVol:+0.8 | null | 6 | 30 | 4.1 | trailing 9% | 171 | 25.5 | Bull | 14.5 | 3.69 | 2.6 | 114 | 12 | 41 | 40 | false | Buy | Add to core equity +1% | -8 | -39 | BrokerD | LMT | 94 | null | null | Normal monitoring | 98 | -17 | 132 | 5 | false | Tighten stops on momentum names |
P9511 | Cautious | Trust | USD | 2025-04-08 | 829,140 | 126,232 | 702,908 | 1 | 44.4 | 30.5 | 8.1 | 17 | BND:21.5%;GLD:21.5%;TSLA:14.1%;MUB:21.5%;TLT:21.5% | US:73.9;EU:9.0;APAC:9.3;EM:4.0;Other:3.8 | Value:+0.4;Growth:-0.9;Quality:-0.0;Size:+0.3;Momentum:+0.5;LowVol:+0.3 | NoMargin | 7 | 25 | 5.3 | trailing 8% | 94 | 14.9 | Volatile | 31.7 | 4.98 | 3.4 | 153 | -1 | 52 | 65 | false | Rebalance | Shift +1% to bonds from equity | 14 | -13 | BrokerD | MKT | 100 | null | null | Normal monitoring | 79 | 17 | 54 | 3 | false | Tighten stops on momentum names |
P9512 | Active | 401k | USD | 2024-12-02 | 2,488,195 | 245,823 | 2,242,372 | 1 | 54.8 | 22.7 | 16.2 | 6.3 | XLF:33.3%;IEF:33.3%;QQQ:33.3% | US:63.8;EU:9.6;APAC:13.7;EM:9.4;Other:3.4 | Value:+0.4;Growth:-0.8;Quality:-0.4;Size:-0.7;Momentum:+0.8;LowVol:+0.2 | null | 10 | 25 | 5 | hard 12% | 124 | 20.3 | Sideways | 18.7 | 4.48 | 2.8 | 128 | 52 | 81 | 57 | false | Sell | Trim extended winner -1% | -5 | 10 | BrokerA | LMT | 91 | null | null | Normal monitoring | -24 | -21 | 27 | 5 | false | Within IPS guidelines |
P9513 | Active | 401k | USD | 2025-11-03 | 2,487,387 | 254,702 | 2,232,685 | 1 | 61.7 | 19.8 | 9.9 | 8.6 | TLT:25.8%;AAPL:22.5%;MUB:25.8%;IEF:25.8% | US:68.7;EU:12.4;APAC:13.3;EM:4.6;Other:1.0 | Value:-0.3;Growth:+0.8;Quality:+1.0;Size:-1.0;Momentum:+0.5;LowVol:+0.9 | MaxPos7% | 5 | 25 | 5.3 | hard 12% | 179 | 18.8 | Sideways | 17.7 | 4.38 | 2.2 | 97 | 36 | 80 | 52 | false | Sell | Trim extended winner -1% | 2 | 5 | BrokerB | LMT | 98 | null | null | Normal monitoring | 73 | -3 | 45 | 5 | false | Monitor dispersion and breadth |
P9514 | Active | Trust | USD | 2025-01-13 | 684,746 | 71,219 | 613,527 | 1 | 50.7 | 26.3 | 14.6 | 8.3 | IEF:25.0%;VTI:25.0%;MUB:25.0%;BND:25.0% | US:65.8;EU:8.5;APAC:12.7;EM:8.7;Other:4.3 | Value:+0.8;Growth:+0.2;Quality:-0.5;Size:-0.5;Momentum:-0.7;LowVol:-1.0 | MaxPos6% | 6 | 25 | 5.3 | trailing 9% | 210 | 25.8 | Bull | 17 | 3.75 | 3.1 | 70 | 18 | 60 | 39 | false | Rebalance | Shift +1% to bonds from equity | 22 | -10 | BrokerC | MKT | 85 | null | null | Normal monitoring | 56 | 7 | 154 | 3 | false | Monitor dispersion and breadth |
P9515 | Hands-off | Trust | USD | 2025-02-13 | 223,825 | 15,399 | 208,426 | 1 | 63.9 | 24.4 | 4.6 | 7.1 | MUB:36.7%;IEF:26.5%;AAPL:36.7% | US:63.1;EU:13.6;APAC:13.7;EM:6.4;Other:3.2 | Value:-0.3;Growth:-0.1;Quality:-0.3;Size:+0.9;Momentum:-0.3;LowVol:-0.0 | ESGOnly;MaxPos5%;NoDerivatives | 10 | 30 | 4.7 | hard 10% | 100 | 17.2 | Volatile | 23.1 | 4.6 | 2 | 152 | 59 | 86 | 61 | false | Rebalance | Shift +1% to bonds from equity | -1 | -39 | BrokerC | MKT | 92 | null | null | Normal monitoring | 71 | -30 | 192 | 3 | false | Tax-aware sells next window |
P9516 | Cautious | Taxable | USD | 2025-12-26 | 443,406 | 35,817 | 407,589 | 1 | 49.9 | 33.3 | 6.1 | 10.7 | XLF:14.7%;IEF:21.9%;TLT:21.9%;GLD:21.9%;VNQ:19.6% | US:63.7;EU:16.2;APAC:9.6;EM:10.2;Other:0.2 | Value:-0.7;Growth:-0.3;Quality:+1.0;Size:+0.6;Momentum:-0.8;LowVol:-0.9 | ESGOnly;NoMargin | 10 | 30 | 4.7 | trailing 8% | 129 | 14.5 | Volatile | 31.1 | 5.01 | 4 | 140 | 43 | 57 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 34 | 13 | BrokerA | LMT | 86 | VAR>budget | Reduce | Risk above budget threshold | 19 | -41 | 143 | 3 | false | Tighten stops on momentum names |
P9517 | Cautious | 401k | USD | 2025-12-08 | 647,615 | 63,979 | 583,636 | 1 | 38 | 31.5 | 17.9 | 12.6 | IEF:22.8%;MUB:18.2%;HYG:15.5%;TSLA:20.6%;VTI:22.8% | US:55.0;EU:17.9;APAC:11.9;EM:10.9;Other:4.3 | Value:+0.3;Growth:-0.8;Quality:+0.5;Size:+0.6;Momentum:-0.1;LowVol:-0.7 | MaxPos6%;NoMargin | 10 | 25 | 3.8 | hard 10% | 136 | 17.5 | Bear | 32.4 | 3.04 | 2.9 | 209 | 24 | 70 | 60 | false | Rebalance | Shift +1% to bonds from equity | -8 | -30 | BrokerC | LMT | 92 | null | null | Normal monitoring | 115 | -8 | 82 | 4 | false | Tax-aware sells next window |
P9518 | Cautious | Taxable | USD | 2025-11-24 | 220,008 | 30,222 | 189,786 | 1 | 35.6 | 41 | 11.3 | 12 | AMZN:33.3%;MUB:33.3%;QQQ:33.3% | US:68.4;EU:15.1;APAC:11.6;EM:4.1;Other:0.8 | Value:-0.3;Growth:+0.6;Quality:+0.1;Size:+0.5;Momentum:-0.7;LowVol:-0.5 | MaxPos6%;NoDerivatives;NoMargin | 7 | 30 | 4.4 | trailing 10% | 159 | 15.9 | Volatile | 23 | 5.19 | 2.1 | 137 | 2 | 60 | 45 | false | Rebalance | Shift +1% to bonds from equity | 2 | 1 | BrokerC | LMT | 91 | null | null | Normal monitoring | 108 | -7 | 140 | 5 | false | Tax-aware sells next window |
P9519 | Cautious | Trust | USD | 2025-08-26 | 778,261 | 100,015 | 678,246 | 1 | 43.1 | 37.2 | 6.8 | 12.8 | BND:33.3%;BRK.B:33.3%;AAPL:33.3% | US:64.7;EU:12.2;APAC:13.5;EM:4.9;Other:4.8 | Value:-0.2;Growth:-0.2;Quality:+1.0;Size:+0.2;Momentum:+0.2;LowVol:+0.8 | NoDerivatives;NoMargin | 6 | 35 | 5 | trailing 10% | 99 | 18.2 | Bull | 17.5 | 4.61 | 3 | 100 | 72 | 96 | 38 | false | Rebalance | Shift +1% to bonds from equity | 3 | 9 | BrokerB | MKT | 90 | null | null | Normal monitoring | 15 | -23 | 115 | 3 | false | Within IPS guidelines |
P9520 | Cautious | IRA | USD | 2025-10-15 | 632,155 | 53,203 | 578,952 | 1 | 36.8 | 44.5 | 2 | 16.8 | HYG:23.3%;GLD:20.3%;BRK.B:28.2%;BND:28.2% | US:60.6;EU:17.6;APAC:7.6;EM:13.3;Other:0.8 | Value:-0.1;Growth:-0.8;Quality:+0.4;Size:+0.4;Momentum:-0.4;LowVol:-0.8 | MaxPos8%;NoMargin | 6 | 35 | 5.1 | hard 10% | 144 | 13.5 | Volatile | 28.6 | 4.31 | 3.7 | 156 | -14 | 50 | 67 | false | Sell | Trim extended winner -1% | 15 | -23 | BrokerC | VWAP | 98 | null | null | Normal monitoring | 28 | -41 | 133 | 5 | false | Tax-aware sells next window |
P9521 | Cautious | Taxable | USD | 2024-12-25 | 524,928 | 44,315 | 480,613 | 1 | 48.7 | 38.8 | 1.6 | 10.8 | QQQ:26.6%;MSFT:26.6%;VOO:25.5%;IEF:21.4% | US:63.8;EU:19.8;APAC:12.8;EM:3.6;Other:0.0 | Value:+0.1;Growth:+1.0;Quality:+0.3;Size:-0.7;Momentum:+0.8;LowVol:-0.6 | NoDerivatives;NoMargin | 5 | 30 | 5.3 | trailing 10% | 130 | 15.5 | Volatile | 20.2 | 5.18 | 4.4 | 113 | 9 | 43 | 41 | false | Rebalance | Shift +1% to bonds from equity | 3 | -16 | BrokerD | LMT | 93 | null | null | Normal monitoring | -6 | -39 | 131 | 5 | false | Tax-aware sells next window |
P9522 | Cautious | Taxable | USD | 2024-12-16 | 799,943 | 81,219 | 718,724 | 1 | 38.8 | 31.5 | 11.9 | 17.8 | VOO:23.6%;GLD:23.6%;AAPL:23.6%;BND:16.7%;TSLA:12.4% | US:71.1;EU:13.4;APAC:5.5;EM:8.0;Other:2.0 | Value:-0.1;Growth:-0.8;Quality:-0.4;Size:0.0;Momentum:+0.3;LowVol:-0.5 | NoDerivatives;NoMargin | 7 | 30 | 3.5 | trailing 10% | 122 | 15.3 | Bear | 27.3 | 4.3 | 2.7 | 183 | -29 | 46 | 47 | false | NoAction | Within bands; monitor | -11 | -19 | BrokerC | VWAP | 86 | null | null | Normal monitoring | -51 | 20 | -38 | 5 | false | Within IPS guidelines |
P9523 | Opportunistic | IRA | USD | 2025-11-21 | 1,054,866 | 39,030 | 1,015,836 | 1 | 67.1 | 15.9 | 10.7 | 6.2 | QQQ:22.3%;VTI:22.3%;IEF:22.3%;MSFT:13.5%;TSLA:19.5% | US:71.1;EU:15.3;APAC:5.4;EM:7.3;Other:0.9 | Value:+0.7;Growth:0.0;Quality:-0.3;Size:-0.3;Momentum:-0.9;LowVol:+0.1 | MaxPos7% | 6 | 30 | 4.8 | trailing 7% | 273 | 30.8 | Bull | 14 | 4.81 | 2.6 | 85 | 81 | 89 | 55 | false | Buy | Add to core equity +1% | 32 | -9 | BrokerC | MKT | 95 | null | null | Normal monitoring | -18 | -25 | 88 | 4 | false | Within IPS guidelines |
P9524 | Systematic | Trust | USD | 2025-04-26 | 1,579,087 | 102,066 | 1,477,021 | 1 | 65.5 | 27.2 | 0 | 7.3 | GLD:21.0%;MUB:23.0%;MSFT:23.0%;HYG:23.0%;VNQ:10.1% | US:56.8;EU:22.2;APAC:8.2;EM:8.4;Other:4.4 | Value:-0.2;Growth:-0.5;Quality:-0.1;Size:-0.5;Momentum:+0.4;LowVol:-0.9 | null | 8 | 25 | 4.2 | trailing 9% | 208 | 19.9 | Bull | 16.7 | 3.78 | 2.9 | 72 | 108 | 100 | 44 | false | NoAction | Within bands; monitor | -7 | 7 | BrokerA | MKT | 0 | null | null | Normal monitoring | 83 | 0 | 121 | 5 | false | Tighten stops on momentum names |
P9525 | Opportunistic | Taxable | USD | 2025-09-26 | 855,750 | 32,433 | 823,317 | 1 | 64.6 | 16.8 | 11.8 | 6.8 | AAPL:14.9%;TSLA:24.6%;VOO:19.0%;VNQ:24.6%;HYG:16.9% | US:74.4;EU:10.4;APAC:6.1;EM:5.5;Other:3.5 | Value:-0.0;Growth:+0.4;Quality:-0.2;Size:-0.2;Momentum:-0.7;LowVol:-1.0 | NoDerivatives | 8 | 25 | 5.2 | trailing 7% | 191 | 32.2 | Volatile | 25 | 4.83 | 2.7 | 170 | 39 | 64 | 65 | false | Rebalance | Shift +1% to bonds from equity | 34 | -20 | BrokerC | LMT | 93 | null | null | Normal monitoring | 99 | -40 | 76 | 3 | false | Tax-aware sells next window |
P9526 | Hands-off | Roth | USD | 2025-03-29 | 422,535 | 38,992 | 383,543 | 1 | 64.1 | 25.8 | 3.7 | 6.4 | AAPL:22.9%;TLT:22.9%;BND:9.2%;IEF:12.0%;BRK.B:15.9%;VNQ:17.2% | US:69.6;EU:7.5;APAC:9.5;EM:10.6;Other:2.8 | Value:+0.5;Growth:-0.9;Quality:0.0;Size:-0.7;Momentum:-0.4;LowVol:-0.1 | MaxPos6%;NoDerivatives | 8 | 35 | 4.1 | trailing 8% | 167 | 19.4 | Sideways | 15.4 | 4.12 | 2.6 | 90 | 40 | 65 | 45 | false | Rebalance | Shift +1% to bonds from equity | -12 | -16 | BrokerA | LMT | 91 | null | null | Normal monitoring | -43 | 13 | 37 | 3 | false | Tighten stops on momentum names |
P9527 | Opportunistic | 401k | USD | 2024-08-17 | 1,796,048 | 158,553 | 1,637,495 | 1 | 73.2 | 19.4 | 0.2 | 7.2 | AAPL:26.7%;QQQ:26.7%;TLT:26.7%;VNQ:20.0% | US:70.4;EU:9.0;APAC:12.9;EM:4.4;Other:3.2 | Value:+0.8;Growth:+0.1;Quality:+0.6;Size:+0.7;Momentum:-0.1;LowVol:-0.3 | NoDerivatives | 7 | 35 | 4.2 | hard 12% | 222 | 23.2 | Bull | 11.5 | 3.55 | 3 | 83 | 118 | 100 | 49 | false | Rebalance | Shift +1% to bonds from equity | -1 | 9 | BrokerA | MKT | 91 | null | null | Normal monitoring | 74 | -29 | 98 | 3 | false | Increase defensive factor exposure |
P9528 | Systematic | Taxable | USD | 2025-04-29 | 1,476,703 | 66,294 | 1,410,409 | 1 | 60.1 | 20.1 | 10.4 | 9.3 | QQQ:18.9%;MUB:14.2%;TSLA:16.4%;VOO:18.8%;BND:18.2%;IEF:13.6% | US:74.3;EU:5.8;APAC:9.0;EM:8.0;Other:3.0 | Value:-0.7;Growth:-0.2;Quality:-0.5;Size:+0.4;Momentum:-0.4;LowVol:-0.2 | NoDerivatives | 6 | 35 | 5 | trailing 8% | 168 | 20.1 | Volatile | 20.9 | 4.9 | 4.5 | 168 | 77 | 83 | 49 | false | Sell | Trim extended winner -1% | -14 | 10 | BrokerD | LMT | 86 | null | null | Normal monitoring | 39 | 10 | 30 | 3 | false | Tax-aware sells next window |
P9529 | Cautious | IRA | USD | 2025-03-24 | 568,977 | 56,116 | 512,861 | 1 | 46.8 | 39.5 | 0 | 13.6 | MSFT:27.1%;VTI:27.1%;BRK.B:19.2%;GLD:26.6% | US:67.7;EU:12.7;APAC:5.8;EM:10.2;Other:3.6 | Value:+0.6;Growth:0.0;Quality:+0.9;Size:+1.0;Momentum:-0.8;LowVol:+0.6 | NoMargin | 5 | 25 | 5.1 | hard 10% | 104 | 14.4 | Bull | 15 | 4.19 | 3 | 72 | 107 | 93 | 40 | false | Buy | Add to core equity +1% | 3 | -22 | BrokerB | LMT | 96 | null | null | Normal monitoring | 85 | -13 | 188 | 5 | false | Tax-aware sells next window |
P9530 | Cautious | Trust | USD | 2025-10-03 | 757,646 | 77,168 | 680,478 | 1 | 36.3 | 40.2 | 5.8 | 17.7 | TLT:25.0%;GLD:25.0%;XLF:25.0%;HYG:25.0% | US:72.7;EU:6.5;APAC:9.2;EM:8.4;Other:3.2 | Value:+0.8;Growth:-0.7;Quality:-0.4;Size:-0.3;Momentum:-1.0;LowVol:-0.6 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 4.6 | trailing 8% | 159 | 14.6 | Bull | 14 | 4.99 | 2.9 | 87 | 53 | 69 | 34 | false | NoAction | Within bands; monitor | -8 | -13 | BrokerC | LMT | 96 | null | null | Normal monitoring | 119 | 18 | 186 | 5 | false | Monitor dispersion and breadth |
P9531 | Hands-off | Trust | USD | 2025-05-04 | 651,264 | 57,683 | 593,581 | 1 | 65.6 | 18.5 | 9 | 6.9 | VTI:10.6%;IEF:25.1%;BRK.B:13.0%;MUB:25.1%;TLT:15.7%;BND:10.5% | US:69.4;EU:13.3;APAC:10.6;EM:5.0;Other:1.7 | Value:-0.2;Growth:-0.3;Quality:+0.7;Size:+0.7;Momentum:+0.4;LowVol:-0.9 | ESGOnly | 5 | 35 | 3.9 | trailing 10% | 149 | 17 | Volatile | 23 | 4.47 | 4 | 128 | 6 | 64 | 63 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | -4 | BrokerC | MKT | 93 | VAR>budget | Reduce | Risk above budget threshold | 94 | 5 | 150 | 3 | false | Within IPS guidelines |
P9532 | Systematic | IRA | USD | 2025-05-17 | 1,074,649 | 77,705 | 996,944 | 1 | 65.4 | 29 | 0 | 5.6 | VTI:33.3%;HYG:33.3%;VOO:33.3% | US:67.6;EU:14.8;APAC:7.0;EM:8.9;Other:1.7 | Value:+0.4;Growth:+0.3;Quality:+0.7;Size:-0.8;Momentum:-0.3;LowVol:-0.1 | MaxPos6%;NoDerivatives | 10 | 35 | 5 | hard 12% | 203 | 25.7 | Bear | 33.1 | 3.44 | 1.7 | 192 | -30 | 42 | 87 | true | Hedge | Buy index puts 1% notional | 2 | -24 | BrokerB | MKT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -23 | -28 | 37 | 5 | false | Increase defensive factor exposure |
P9533 | Hands-off | IRA | USD | 2025-03-12 | 486,615 | 34,809 | 451,806 | 1 | 66.7 | 18.2 | 6.6 | 8.6 | QQQ:33.3%;TLT:33.3%;HYG:33.3% | US:59.2;EU:19.2;APAC:8.5;EM:8.7;Other:4.3 | Value:-0.7;Growth:+0.8;Quality:+0.9;Size:-0.2;Momentum:-0.1;LowVol:+0.2 | MaxPos5%;NoDerivatives | 6 | 35 | 3 | trailing 10% | 134 | 16.7 | Bear | 31.9 | 4.49 | 2.4 | 142 | -71 | 13 | 74 | true | Hedge | Buy index puts 1% notional | -7 | 1 | BrokerD | VWAP | 100 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 39 | -60 | 32 | 4 | false | Tighten stops on momentum names |
P9534 | Systematic | Trust | USD | 2024-08-01 | 960,946 | 84,602 | 876,344 | 1 | 60.3 | 31.6 | 0 | 8.2 | IEF:22.9%;BRK.B:25.7%;VOO:25.7%;MUB:25.7% | US:56.6;EU:10.9;APAC:15.9;EM:11.9;Other:4.7 | Value:-0.3;Growth:+0.6;Quality:+0.8;Size:-0.1;Momentum:-0.6;LowVol:-0.6 | MaxPos5% | 8 | 30 | 4.9 | trailing 9% | 157 | 25.1 | Volatile | 27.3 | 3.8 | 3.6 | 147 | 5 | 42 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | 1 | -10 | BrokerB | MKT | 92 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -40 | -38 | -77 | 4 | false | Tax-aware sells next window |
P9535 | Active | 401k | USD | 2025-07-24 | 1,520,476 | 164,412 | 1,356,064 | 1.23 | 50.6 | 19.5 | 22.1 | 7.9 | HYG:20.7%;AMZN:13.3%;GLD:7.8%;MUB:16.7%;QQQ:20.7%;MSFT:20.7% | US:67.4;EU:16.3;APAC:7.9;EM:4.3;Other:4.1 | Value:-0.9;Growth:+0.3;Quality:+0.9;Size:-1.0;Momentum:+0.4;LowVol:+0.6 | null | 8 | 30 | 4.5 | trailing 8% | 137 | 27.2 | Bull | 12 | 3.71 | 2.1 | 110 | 15 | 65 | 37 | false | Buy | Add to core equity +1% | 30 | -8 | BrokerB | MKT | 92 | null | null | Normal monitoring | 53 | -34 | 136 | 5 | false | Tighten stops on momentum names |
P9536 | Active | 401k | USD | 2024-10-01 | 1,653,122 | 108,020 | 1,545,102 | 1 | 56.6 | 23.5 | 14.6 | 5.4 | HYG:25.1%;GLD:25.1%;VTI:25.1%;MUB:24.8% | US:63.3;EU:14.6;APAC:10.6;EM:8.3;Other:3.1 | Value:+0.2;Growth:-0.8;Quality:+0.6;Size:0.0;Momentum:+0.9;LowVol:-0.8 | null | 7 | 25 | 4.7 | trailing 8% | 177 | 23.3 | Sideways | 18.2 | 3.73 | 2.1 | 134 | 36 | 80 | 41 | false | Rebalance | Shift +1% to bonds from equity | 32 | 6 | BrokerB | LMT | 87 | null | null | Normal monitoring | 57 | -53 | 23 | 4 | false | Tighten stops on momentum names |
P9537 | Systematic | Taxable | USD | 2025-08-10 | 1,682,299 | 150,739 | 1,531,560 | 1 | 61.3 | 31.8 | 0 | 6.9 | AAPL:20.2%;HYG:18.5%;AMZN:8.0%;TLT:20.4%;QQQ:20.4%;VOO:12.6% | US:65.6;EU:8.3;APAC:14.3;EM:10.2;Other:1.7 | Value:-0.6;Growth:+0.4;Quality:+0.5;Size:+0.9;Momentum:-0.6;LowVol:-0.1 | null | 8 | 35 | 5.9 | trailing 9% | 163 | 19.5 | Bear | 33.4 | 3.8 | 2 | 156 | -65 | 5 | 75 | true | Hedge | Buy index puts 1% notional | 6 | -23 | BrokerB | LMT | 99 | VAR>budget | Pause | Risk above budget threshold | 89 | -37 | 215 | 5 | false | Tax-aware sells next window |
P9538 | Systematic | Trust | USD | 2024-11-04 | 635,414 | 42,734 | 592,680 | 1 | 59.2 | 30.5 | 5.1 | 5.2 | GLD:20.4%;MSFT:20.6%;AMZN:18.0%;IEF:20.4%;BND:20.6% | US:57.3;EU:17.0;APAC:13.5;EM:10.6;Other:1.6 | Value:+0.4;Growth:+0.2;Quality:-0.3;Size:+0.1;Momentum:-0.5;LowVol:+0.1 | MaxPos6% | 6 | 30 | 4.6 | hard 12% | 157 | 27.3 | Bull | 11.8 | 4.57 | 2 | 93 | 119 | 100 | 32 | false | Buy | Add to core equity +1% | -2 | -19 | BrokerC | LMT | 98 | null | null | Normal monitoring | 68 | -44 | 156 | 5 | false | Tighten stops on momentum names |
P9539 | Active | Taxable | USD | 2025-02-13 | 643,654 | 72,808 | 570,846 | 1 | 50.1 | 29.1 | 11.6 | 9.3 | VTI:27.2%;TSLA:27.2%;TLT:20.8%;VNQ:24.9% | US:73.3;EU:6.9;APAC:9.1;EM:6.7;Other:4.1 | Value:-0.8;Growth:-1.0;Quality:-0.0;Size:+0.2;Momentum:-0.4;LowVol:+0.8 | null | 5 | 30 | 5.1 | trailing 8% | 210 | 25.2 | Bull | 11.8 | 3.86 | 2.4 | 83 | 46 | 67 | 25 | false | Buy | Add to core equity +1% | 35 | -31 | BrokerD | MKT | 100 | null | null | Normal monitoring | 110 | -51 | 249 | 4 | false | Monitor dispersion and breadth |
P9540 | Cautious | IRA | USD | 2024-09-20 | 497,097 | 50,494 | 446,603 | 1 | 41 | 39.8 | 3.1 | 16 | VTI:16.0%;VOO:15.2%;AMZN:18.1%;BND:17.3%;GLD:18.6%;TLT:14.8% | US:72.9;EU:13.0;APAC:7.7;EM:3.8;Other:2.6 | Value:-0.5;Growth:-0.3;Quality:-0.4;Size:-0.9;Momentum:+0.1;LowVol:-0.3 | ESGOnly;MaxPos5%;NoMargin | 7 | 25 | 5.6 | hard 10% | 128 | 16.7 | Sideways | 15.4 | 4.4 | 2.1 | 117 | 55 | 68 | 37 | false | Rebalance | Shift +1% to bonds from equity | 14 | 1 | BrokerC | LMT | 98 | null | null | Normal monitoring | 40 | -41 | 156 | 3 | false | Within IPS guidelines |
P9541 | Active | IRA | USD | 2025-07-17 | 585,074 | 66,059 | 519,015 | 1 | 67.6 | 18.4 | 5 | 9 | AAPL:8.5%;XLF:22.9%;BND:22.9%;VOO:22.9%;MSFT:22.9% | US:66.8;EU:13.5;APAC:12.6;EM:3.0;Other:4.1 | Value:+0.9;Growth:-0.2;Quality:+0.1;Size:-0.6;Momentum:+0.5;LowVol:-0.3 | MaxPos6% | 5 | 25 | 5.5 | trailing 8% | 210 | 22.9 | Bull | 13 | 3.74 | 2.5 | 76 | 78 | 81 | 50 | false | Rebalance | Shift +1% to bonds from equity | -1 | -27 | BrokerD | MKT | 97 | null | null | Normal monitoring | -32 | -31 | -53 | 3 | false | Monitor dispersion and breadth |
P9542 | Cautious | Taxable | USD | 2025-04-16 | 808,837 | 91,721 | 717,116 | 1 | 53.4 | 30.3 | 5.3 | 11 | IEF:27.8%;BND:16.7%;VTI:27.8%;TSLA:27.8% | US:58.4;EU:20.3;APAC:9.5;EM:8.5;Other:3.3 | Value:-0.7;Growth:+0.4;Quality:-0.8;Size:-0.3;Momentum:+0.8;LowVol:-0.5 | MaxPos7%;NoDerivatives;NoMargin | 6 | 25 | 3.6 | trailing 8% | 140 | 12 | Volatile | 20.4 | 4.3 | 3.1 | 154 | 36 | 75 | 54 | false | NoAction | Within bands; monitor | -15 | 7 | BrokerA | MKT | 0 | null | null | Normal monitoring | 117 | -4 | 158 | 3 | false | Within IPS guidelines |
P9543 | Hands-off | IRA | USD | 2025-10-03 | 226,407 | 12,176 | 214,231 | 1 | 67.8 | 17 | 10.2 | 5 | BND:26.7%;XLF:26.7%;GLD:26.7%;HYG:20.0% | US:74.6;EU:11.7;APAC:7.9;EM:4.3;Other:1.5 | Value:+0.9;Growth:-0.8;Quality:-0.0;Size:-0.8;Momentum:-0.9;LowVol:-0.8 | null | 8 | 35 | 3.8 | trailing 10% | 129 | 15.5 | Sideways | 21.4 | 4.36 | 2.9 | 96 | -11 | 29 | 61 | false | Sell | Trim extended winner -1% | 4 | -26 | BrokerD | MKT | 89 | null | null | Normal monitoring | 33 | -22 | 163 | 3 | false | Within IPS guidelines |
P9544 | Active | IRA | USD | 2025-06-17 | 1,534,827 | 124,509 | 1,410,318 | 1 | 68.4 | 26.4 | 0 | 5.2 | QQQ:20.7%;GLD:18.9%;TSLA:20.7%;BND:9.8%;BRK.B:9.3%;MUB:20.7% | US:58.7;EU:14.7;APAC:14.2;EM:10.8;Other:1.7 | Value:+0.8;Growth:-0.8;Quality:+0.6;Size:-0.4;Momentum:-1.0;LowVol:+0.7 | MaxPos5% | 7 | 35 | 5.5 | hard 12% | 218 | 26.1 | Volatile | 21.6 | 3.96 | 4.1 | 167 | -19 | 55 | 67 | false | Hedge | Add TLT +1% as duration hedge | 24 | -35 | BrokerD | MKT | 98 | null | null | Normal monitoring | 94 | -45 | 200 | 4 | false | Tighten stops on momentum names |
P9545 | Active | Trust | USD | 2025-03-23 | 1,404,714 | 128,264 | 1,276,450 | 1 | 64 | 21.1 | 9.8 | 5.1 | MUB:10.3%;BND:13.5%;XLF:16.2%;AMZN:21.2%;IEF:17.7%;BRK.B:21.2% | US:70.3;EU:8.7;APAC:12.7;EM:4.0;Other:4.3 | Value:+0.9;Growth:+0.1;Quality:-0.7;Size:-0.9;Momentum:-0.5;LowVol:0.0 | NoDerivatives | 7 | 25 | 4.3 | trailing 9% | 138 | 27.5 | Volatile | 30.7 | 4.42 | 3.4 | 133 | 35 | 54 | 74 | true | Rebalance | Rebalance back to target bands | 35 | -20 | BrokerA | MKT | 91 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 85 | -3 | 121 | 2 | false | Within IPS guidelines |
P9546 | Opportunistic | IRA | USD | 2024-07-18 | 898,499 | 40,099 | 858,400 | 1 | 64.2 | 21.4 | 6.5 | 8 | MSFT:21.2%;VOO:27.6%;XLF:27.6%;AAPL:23.5% | US:75.1;EU:5.8;APAC:5.6;EM:8.8;Other:4.7 | Value:-0.4;Growth:+0.1;Quality:+0.1;Size:-0.3;Momentum:+0.3;LowVol:-0.4 | MaxPos6%;NoDerivatives | 8 | 35 | 5.5 | hard 12% | 233 | 31.4 | Bull | 16.5 | 3.93 | 3.2 | 107 | 85 | 99 | 57 | false | Rebalance | Shift +1% to bonds from equity | 20 | -38 | BrokerC | MKT | 95 | null | null | Normal monitoring | 74 | 2 | 84 | 3 | false | Within IPS guidelines |
P9547 | Active | IRA | USD | 2024-11-26 | 2,185,079 | 173,546 | 2,011,533 | 1 | 59.7 | 20.6 | 13.9 | 5.8 | TLT:24.1%;VNQ:24.1%;MSFT:24.1%;TSLA:11.3%;XLF:16.5% | US:68.1;EU:9.9;APAC:8.9;EM:10.0;Other:3.2 | Value:+1.0;Growth:-1.0;Quality:-0.7;Size:-0.7;Momentum:+0.1;LowVol:+0.8 | MaxPos5% | 8 | 30 | 4.6 | hard 12% | 192 | 19.7 | Bear | 29.9 | 4.31 | 1 | 183 | -40 | 21 | 78 | true | Rebalance | Rebalance back to target bands | 4 | -27 | BrokerA | LMT | 98 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | -3 | -48 | 123 | 5 | false | Monitor dispersion and breadth |
P9548 | Systematic | Taxable | USD | 2025-04-17 | 1,908,382 | 190,084 | 1,718,298 | 1 | 56.6 | 20.8 | 17.5 | 5.1 | GLD:26.9%;AAPL:26.9%;QQQ:19.3%;AMZN:26.9% | US:71.4;EU:6.7;APAC:11.6;EM:5.1;Other:5.1 | Value:+0.4;Growth:-0.3;Quality:-0.5;Size:-0.5;Momentum:+0.8;LowVol:+0.3 | NoDerivatives | 6 | 35 | 5.3 | hard 12% | 161 | 21 | Bull | 14.7 | 3.74 | 3.4 | 84 | 77 | 84 | 52 | false | Rebalance | Shift +1% to bonds from equity | -3 | 0 | BrokerC | MKT | 86 | null | null | Normal monitoring | -48 | -7 | -88 | 5 | false | Tighten stops on momentum names |
P9549 | Cautious | 401k | USD | 2025-10-24 | 755,440 | 105,484 | 649,956 | 1 | 50.8 | 38.4 | 0 | 10.8 | HYG:21.8%;QQQ:14.6%;XLF:21.8%;MSFT:10.2%;AMZN:12.8%;AAPL:18.7% | US:66.7;EU:6.5;APAC:9.1;EM:13.5;Other:4.2 | Value:-0.9;Growth:+0.8;Quality:+0.5;Size:-0.7;Momentum:-0.6;LowVol:-0.1 | ESGOnly;NoMargin | 8 | 25 | 3.5 | trailing 10% | 118 | 12.3 | Volatile | 28.9 | 4.59 | 3.1 | 148 | 62 | 76 | 62 | true | Reduce | Cut high-beta by 2-3%, add cash | 27 | -20 | BrokerB | LMT | 89 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 74 | -36 | 204 | 3 | false | Increase defensive factor exposure |
P9550 | Systematic | Roth | USD | 2024-09-26 | 935,605 | 59,933 | 875,672 | 1 | 60.3 | 24.1 | 8.1 | 7.4 | BRK.B:19.3%;MUB:16.4%;TLT:22.0%;XLF:15.2%;TSLA:12.1%;QQQ:14.9% | US:66.9;EU:10.9;APAC:10.7;EM:8.7;Other:2.8 | Value:-0.5;Growth:-0.4;Quality:-0.9;Size:-0.4;Momentum:+0.8;LowVol:+0.6 | MaxPos7%;NoDerivatives | 8 | 25 | 4.7 | trailing 8% | 122 | 17.7 | Bull | 17.7 | 3.61 | 2.8 | 74 | 119 | 100 | 52 | false | Rebalance | Shift +1% to bonds from equity | 9 | -22 | BrokerC | LMT | 98 | null | null | Normal monitoring | 45 | 9 | 57 | 3 | false | Tax-aware sells next window |
P9551 | Hands-off | IRA | USD | 2025-11-25 | 359,452 | 16,973 | 342,479 | 1 | 62.1 | 21.7 | 10.9 | 5.4 | TLT:28.8%;AAPL:28.8%;BRK.B:22.8%;TSLA:19.6% | US:69.8;EU:7.1;APAC:11.0;EM:7.9;Other:4.2 | Value:-0.1;Growth:+0.6;Quality:-0.0;Size:-0.4;Momentum:+0.6;LowVol:+0.7 | ESGOnly;MaxPos5%;NoDerivatives | 6 | 30 | 4.4 | trailing 8% | 96 | 15.2 | Bull | 13.1 | 4.68 | 2.5 | 80 | 41 | 81 | 48 | false | Buy | Add to core equity +1% | 14 | -24 | BrokerD | VWAP | 94 | null | null | Normal monitoring | -36 | 5 | 100 | 3 | false | Tax-aware sells next window |
P9552 | Hands-off | IRA | USD | 2025-08-10 | 562,901 | 23,712 | 539,189 | 1 | 59.1 | 19.8 | 11.8 | 9.3 | BRK.B:8.9%;MUB:19.7%;XLF:23.8%;VOO:23.8%;GLD:23.8% | US:66.4;EU:12.9;APAC:9.9;EM:8.6;Other:2.3 | Value:+0.1;Growth:-0.4;Quality:-0.7;Size:-0.4;Momentum:-0.7;LowVol:-0.5 | ESGOnly;MaxPos6% | 6 | 30 | 3.5 | trailing 8% | 158 | 12.6 | Sideways | 17.4 | 4.97 | 2.7 | 118 | 58 | 85 | 48 | false | Rebalance | Shift +1% to bonds from equity | -9 | -37 | BrokerA | MKT | 90 | null | null | Normal monitoring | 17 | -43 | 118 | 3 | false | Monitor dispersion and breadth |
P9553 | Hands-off | Roth | USD | 2025-01-05 | 753,372 | 72,014 | 681,358 | 1 | 62.1 | 22.3 | 8.4 | 7.3 | BND:25.0%;MUB:25.0%;VNQ:25.0%;AAPL:25.0% | US:64.0;EU:18.4;APAC:11.0;EM:5.4;Other:1.2 | Value:+0.1;Growth:+1.0;Quality:0.0;Size:-0.2;Momentum:+0.6;LowVol:+0.3 | null | 8 | 30 | 5.5 | trailing 8% | 128 | 16.4 | Bear | 23.4 | 4.13 | 2.6 | 153 | 7 | 47 | 71 | true | Hedge | Buy index puts 1% notional | -15 | -6 | BrokerD | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | 101 | -26 | 210 | 2 | false | Tax-aware sells next window |
P9554 | Hands-off | Trust | USD | 2024-08-30 | 695,402 | 69,401 | 626,001 | 1 | 57.5 | 20.9 | 16.6 | 5 | AMZN:21.3%;HYG:21.3%;VNQ:15.2%;GLD:9.5%;VOO:20.8%;VTI:11.8% | US:69.8;EU:15.4;APAC:5.0;EM:5.5;Other:4.3 | Value:-0.3;Growth:+0.3;Quality:+0.1;Size:+0.7;Momentum:+1.0;LowVol:-0.5 | ESGOnly;MaxPos5%;NoDerivatives | 7 | 30 | 5.5 | hard 10% | 163 | 18.4 | Volatile | 21.5 | 4.6 | 2.6 | 163 | 51 | 62 | 62 | false | Hedge | Add TLT +1% as duration hedge | 0 | -1 | BrokerD | MKT | 99 | null | null | Normal monitoring | 11 | -31 | 65 | 5 | false | Tax-aware sells next window |
P9555 | Systematic | 401k | USD | 2025-10-06 | 1,152,774 | 88,381 | 1,064,393 | 1 | 63.3 | 28.6 | 0 | 8.1 | BRK.B:37.2%;MUB:37.2%;AMZN:25.6% | US:69.9;EU:9.4;APAC:8.3;EM:9.7;Other:2.6 | Value:-0.6;Growth:-0.6;Quality:+0.3;Size:-0.6;Momentum:+0.4;LowVol:-0.1 | MaxPos6% | 8 | 30 | 4.3 | trailing 9% | 174 | 25 | Bull | 14.9 | 4.91 | 2.7 | 114 | 22 | 74 | 45 | false | Buy | Add to core equity +1% | 1 | -18 | BrokerD | MKT | 94 | null | null | Normal monitoring | 95 | -20 | 126 | 3 | false | Tax-aware sells next window |
P9556 | Active | Trust | USD | 2024-07-12 | 2,418,232 | 240,998 | 2,177,234 | 1 | 53.8 | 18.7 | 17.8 | 9.7 | BRK.B:20.9%;AMZN:17.0%;TLT:10.3%;MUB:20.9%;VTI:19.6%;HYG:11.3% | US:67.6;EU:6.6;APAC:12.8;EM:10.1;Other:2.9 | Value:-0.3;Growth:-0.6;Quality:+0.7;Size:+0.3;Momentum:+0.5;LowVol:+0.8 | MaxPos6%;NoDerivatives | 8 | 30 | 4.7 | hard 12% | 210 | 16.3 | Sideways | 20.5 | 3.81 | 3.3 | 93 | 26 | 77 | 46 | false | NoAction | Within bands; monitor | 30 | -1 | BrokerB | LMT | 95 | null | null | Normal monitoring | 104 | -56 | 167 | 3 | false | Tax-aware sells next window |
P9557 | Cautious | Roth | USD | 2025-10-30 | 278,228 | 35,134 | 243,094 | 1 | 42.3 | 40.2 | 7.1 | 10.3 | AMZN:15.7%;VNQ:28.1%;TSLA:28.1%;MSFT:28.1% | US:68.9;EU:7.1;APAC:9.7;EM:10.7;Other:3.6 | Value:+1.0;Growth:+0.3;Quality:-0.9;Size:+0.8;Momentum:+0.2;LowVol:+0.4 | MaxPos5%;NoMargin | 6 | 35 | 4.5 | trailing 10% | 113 | 14.7 | Volatile | 25.5 | 4.57 | 2.9 | 112 | 78 | 79 | 48 | false | Buy | Add to core equity +1% | 25 | -38 | BrokerB | LMT | 100 | null | null | Normal monitoring | 62 | -4 | 158 | 3 | false | Tighten stops on momentum names |
P9558 | Cautious | Taxable | USD | 2024-11-03 | 770,839 | 108,835 | 662,004 | 1 | 37.1 | 31 | 16 | 15.9 | MSFT:21.9%;VTI:15.5%;TSLA:21.0%;MUB:11.2%;IEF:8.4%;XLF:21.9% | US:62.5;EU:16.2;APAC:6.4;EM:10.3;Other:4.6 | Value:+0.3;Growth:+0.4;Quality:+0.4;Size:-0.4;Momentum:+0.9;LowVol:-0.7 | MaxPos5%;NoMargin | 10 | 25 | 3.5 | hard 10% | 131 | 15.1 | Bear | 25.9 | 3.55 | 2.4 | 188 | -41 | 38 | 46 | false | NoAction | Within bands; monitor | 3 | 14 | BrokerC | LMT | 88 | null | null | Normal monitoring | 15 | -1 | 24 | 3 | false | Within IPS guidelines |
P9559 | Opportunistic | Roth | USD | 2024-08-04 | 1,358,688 | 60,077 | 1,298,611 | 1.14 | 70.9 | 20.9 | 0.2 | 8 | VOO:36.0%;VTI:28.0%;AAPL:36.0% | US:71.7;EU:5.8;APAC:13.6;EM:7.4;Other:1.5 | Value:-0.3;Growth:+0.4;Quality:-0.8;Size:-1.0;Momentum:+0.5;LowVol:-1.0 | null | 5 | 35 | 5.9 | hard 12% | 276 | 32.5 | Bear | 22.3 | 3.21 | 2.6 | 171 | -75 | 25 | 74 | true | Reduce | Cut high-beta by 2-3%, add cash | 14 | -7 | BrokerB | MKT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 12 | -53 | 115 | 2 | false | Tax-aware sells next window |
P9560 | Opportunistic | IRA | USD | 2025-09-25 | 670,942 | 32,733 | 638,209 | 1 | 60.6 | 10.4 | 21.8 | 7.1 | VNQ:33.3%;QQQ:33.3%;HYG:33.3% | US:67.5;EU:9.2;APAC:9.8;EM:9.7;Other:3.9 | Value:+0.6;Growth:+0.7;Quality:+0.5;Size:+0.4;Momentum:-0.2;LowVol:+0.2 | MaxPos5% | 6 | 25 | 6.6 | hard 12% | 218 | 34.8 | Bear | 30.6 | 3.43 | 1 | 169 | -70 | 5 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 15 | -20 | BrokerB | LMT | 91 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -22 | 0 | -36 | 4 | false | Tax-aware sells next window |
P9561 | Hands-off | Trust | USD | 2024-10-23 | 573,510 | 54,840 | 518,670 | 1 | 70.8 | 20.1 | 0 | 9.2 | GLD:25.0%;BND:25.0%;IEF:25.0%;VOO:25.0% | US:72.2;EU:13.2;APAC:8.3;EM:5.9;Other:0.4 | Value:+0.2;Growth:-0.5;Quality:0.0;Size:-0.3;Momentum:-0.7;LowVol:-0.3 | ESGOnly | 5 | 35 | 4.1 | trailing 8% | 97 | 18.1 | Volatile | 22.1 | 5.48 | 2.9 | 143 | -11 | 49 | 61 | false | Rebalance | Shift +1% to bonds from equity | -11 | -10 | BrokerC | MKT | 86 | null | null | Normal monitoring | 18 | -11 | 21 | 3 | false | Monitor dispersion and breadth |
P9562 | Opportunistic | Roth | USD | 2024-09-26 | 1,444,039 | 59,630 | 1,384,409 | 1 | 62.6 | 13.2 | 18.3 | 6 | VTI:20.2%;XLF:26.6%;HYG:26.6%;IEF:26.6% | US:72.8;EU:6.6;APAC:8.9;EM:11.2;Other:0.6 | Value:+0.6;Growth:-0.5;Quality:-0.5;Size:-0.1;Momentum:+0.1;LowVol:+0.1 | NoDerivatives | 6 | 30 | 6.1 | trailing 7% | 215 | 29.2 | Volatile | 24.1 | 5.29 | 4.3 | 119 | 9 | 53 | 56 | false | Rebalance | Shift +1% to bonds from equity | -2 | 15 | BrokerB | MKT | 91 | null | null | Normal monitoring | 34 | 14 | 167 | 3 | false | Tighten stops on momentum names |
P9563 | Cautious | 401k | USD | 2025-03-03 | 165,959 | 26,460 | 139,499 | 1 | 50.2 | 33 | 0 | 16.8 | TLT:10.2%;VTI:23.2%;AMZN:23.2%;BRK.B:21.2%;QQQ:22.2% | US:60.8;EU:20.2;APAC:11.5;EM:6.8;Other:0.8 | Value:-0.5;Growth:+0.9;Quality:0.0;Size:-0.4;Momentum:-0.4;LowVol:-0.0 | ESGOnly;NoMargin | 10 | 25 | 5.1 | trailing 10% | 150 | 19.8 | Volatile | 20.8 | 4.88 | 4.4 | 111 | -45 | 32 | 49 | false | Buy | Add to core equity +1% | 34 | 15 | BrokerA | VWAP | 87 | null | null | Normal monitoring | -2 | -49 | 69 | 5 | false | Tax-aware sells next window |
P9564 | Hands-off | Trust | USD | 2024-11-23 | 694,300 | 55,513 | 638,787 | 1 | 66.2 | 25.6 | 0 | 8.2 | VNQ:37.3%;MSFT:37.3%;AAPL:25.4% | US:65.9;EU:15.4;APAC:8.9;EM:4.3;Other:5.6 | Value:+0.5;Growth:-0.0;Quality:-0.7;Size:+0.1;Momentum:+0.1;LowVol:+0.7 | ESGOnly | 5 | 35 | 4 | trailing 8% | 153 | 13.1 | Bear | 34.6 | 4.25 | 1.2 | 204 | 22 | 46 | 82 | true | Hedge | Buy index puts 1% notional | -5 | 6 | BrokerD | MKT | 96 | VAR>budget | Reduce | Risk above budget threshold | -34 | 9 | -46 | 2 | false | Tax-aware sells next window |
P9565 | Hands-off | IRA | USD | 2025-05-14 | 784,546 | 59,733 | 724,813 | 1 | 56.5 | 18 | 17.5 | 7.9 | XLF:21.4%;VOO:10.2%;QQQ:12.5%;BRK.B:13.2%;BND:21.4%;VNQ:21.4% | US:63.3;EU:14.8;APAC:9.6;EM:7.7;Other:4.7 | Value:+0.5;Growth:0.0;Quality:0.0;Size:+0.9;Momentum:-0.1;LowVol:-0.8 | null | 8 | 25 | 3.2 | hard 10% | 118 | 16.5 | Volatile | 28.1 | 4.62 | 3.3 | 159 | 42 | 74 | 67 | true | Hedge | Buy index puts 1% notional | 27 | -3 | BrokerD | LMT | 91 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 50 | -58 | 13 | 4 | false | Increase defensive factor exposure |
P9566 | Cautious | Trust | USD | 2025-01-24 | 198,651 | 26,392 | 172,259 | 1 | 48.4 | 38 | 0 | 13.6 | BRK.B:18.3%;XLF:13.5%;HYG:18.9%;AMZN:24.7%;IEF:24.7% | US:66.7;EU:12.7;APAC:6.3;EM:12.6;Other:1.6 | Value:-0.8;Growth:+0.5;Quality:+0.8;Size:-0.7;Momentum:+0.7;LowVol:-0.9 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 6 | 25 | 3.3 | trailing 10% | 121 | 14.6 | Bear | 25.2 | 4.47 | 2.6 | 156 | -18 | 51 | 50 | false | Sell | Trim extended winner -1% | 29 | 6 | BrokerA | LMT | 89 | null | null | Normal monitoring | 83 | -43 | 204 | 3 | false | Tax-aware sells next window |
P9567 | Active | 401k | USD | 2025-06-04 | 1,141,379 | 71,430 | 1,069,949 | 1.2 | 63.8 | 21.8 | 8.9 | 5.5 | MUB:27.2%;XLF:27.2%;VNQ:18.3%;QQQ:27.2% | US:67.6;EU:9.3;APAC:12.7;EM:6.9;Other:3.5 | Value:-0.1;Growth:+1.0;Quality:+0.8;Size:-0.8;Momentum:-0.5;LowVol:-0.3 | null | 8 | 30 | 4.3 | trailing 8% | 126 | 18.1 | Sideways | 18.2 | 4.69 | 2.4 | 125 | 22 | 46 | 45 | false | Rebalance | Shift +1% to bonds from equity | 26 | -24 | BrokerA | MKT | 93 | null | null | Normal monitoring | 110 | -26 | 223 | 3 | false | Tighten stops on momentum names |
P9568 | Hands-off | IRA | USD | 2024-10-31 | 164,193 | 14,152 | 150,041 | 1 | 62.1 | 21.8 | 10.2 | 6 | AAPL:37.2%;VTI:37.2%;BND:25.5% | US:61.7;EU:17.0;APAC:12.4;EM:4.3;Other:4.6 | Value:+1.0;Growth:-0.3;Quality:+0.6;Size:+0.3;Momentum:+0.5;LowVol:-0.6 | MaxPos8%;NoDerivatives | 10 | 35 | 4.4 | hard 10% | 152 | 16.2 | Volatile | 23.9 | 3.88 | 4.1 | 110 | -11 | 37 | 57 | false | Sell | Trim extended winner -1% | -6 | -7 | BrokerD | MKT | 92 | null | null | Normal monitoring | 95 | 10 | 131 | 4 | false | Within IPS guidelines |
P9569 | Hands-off | Taxable | USD | 2025-04-05 | 802,026 | 79,515 | 722,511 | 1 | 68.1 | 23.7 | 0 | 8.3 | VNQ:33.3%;GLD:33.3%;VTI:33.3% | US:77.1;EU:5.9;APAC:9.1;EM:3.4;Other:4.5 | Value:-0.3;Growth:-0.4;Quality:-0.5;Size:-0.7;Momentum:+0.3;LowVol:-1.0 | ESGOnly;NoDerivatives | 5 | 25 | 3.3 | trailing 10% | 167 | 13.3 | Volatile | 31.6 | 4.25 | 2.4 | 113 | -14 | 43 | 87 | true | Hedge | Buy index puts 1% notional | -13 | 13 | BrokerA | LMT | 86 | VAR>budget | Reduce | Risk above budget threshold | 50 | 18 | 71 | 5 | false | Tighten stops on momentum names |
P9570 | Hands-off | Taxable | USD | 2025-12-17 | 883,999 | 41,399 | 842,600 | 1 | 55.3 | 15.1 | 23.6 | 6 | VNQ:34.4%;TSLA:34.4%;AAPL:31.2% | US:68.3;EU:11.7;APAC:12.0;EM:5.5;Other:2.5 | Value:+0.4;Growth:+0.3;Quality:+0.6;Size:-0.4;Momentum:+0.6;LowVol:+0.1 | NoDerivatives | 8 | 35 | 5.3 | trailing 10% | 149 | 15.4 | Bull | 11.6 | 4.5 | 3.4 | 102 | 53 | 70 | 42 | true | Reduce | Cut high-beta by 2-3%, add cash | -6 | 14 | BrokerA | MKT | 86 | VAR>budget | TightenStops | Risk above budget threshold | 106 | 18 | 233 | 4 | false | Tighten stops on momentum names |
P9571 | Systematic | Roth | USD | 2025-05-14 | 464,720 | 35,551 | 429,169 | 1 | 61.1 | 30 | 0 | 8.9 | TLT:22.6%;XLF:14.8%;AMZN:22.6%;VOO:17.3%;IEF:22.6% | US:73.1;EU:7.2;APAC:9.6;EM:9.4;Other:0.7 | Value:+0.7;Growth:+0.3;Quality:-0.9;Size:-0.9;Momentum:-0.7;LowVol:0.0 | MaxPos8% | 8 | 25 | 5.7 | trailing 8% | 152 | 20.6 | Sideways | 14.6 | 4.91 | 2 | 116 | 3 | 59 | 41 | false | Buy | Add to core equity +1% | -12 | -24 | BrokerA | MKT | 93 | null | null | Normal monitoring | -54 | -27 | 36 | 5 | false | Increase defensive factor exposure |
P9572 | Active | Trust | USD | 2024-11-19 | 1,932,562 | 140,160 | 1,792,402 | 1 | 61 | 26.8 | 3.3 | 8.9 | BRK.B:26.0%;MUB:22.0%;MSFT:26.0%;VNQ:26.0% | US:59.9;EU:18.7;APAC:10.1;EM:6.2;Other:5.0 | Value:+0.7;Growth:-0.9;Quality:+0.4;Size:+0.8;Momentum:+0.3;LowVol:-0.6 | MaxPos5%;NoDerivatives | 5 | 25 | 5.4 | hard 12% | 214 | 17.7 | Bear | 30 | 3.16 | 2.5 | 181 | 27 | 70 | 77 | true | Hedge | Buy index puts 1% notional | -10 | -9 | BrokerD | LMT | 87 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -2 | -41 | -36 | 3 | true | Within IPS guidelines |
P9573 | Hands-off | Trust | USD | 2025-06-15 | 436,428 | 29,937 | 406,491 | 1 | 58.3 | 18.8 | 13.9 | 9 | VTI:33.3%;QQQ:33.3%;AMZN:33.3% | US:63.1;EU:14.6;APAC:10.0;EM:9.8;Other:2.5 | Value:+0.1;Growth:-0.3;Quality:+0.5;Size:0.0;Momentum:+1.0;LowVol:+1.0 | ESGOnly | 8 | 35 | 3.4 | trailing 8% | 109 | 19.6 | Sideways | 14.4 | 3.75 | 2.3 | 109 | -27 | 30 | 43 | false | Hedge | Add TLT +1% as duration hedge | -10 | -4 | BrokerC | LMT | 95 | null | null | Normal monitoring | 71 | 16 | 134 | 3 | false | Tighten stops on momentum names |
P9574 | Hands-off | IRA | USD | 2025-04-13 | 408,080 | 20,559 | 387,521 | 1 | 59.5 | 26 | 7.4 | 7.2 | VOO:23.7%;TSLA:23.7%;HYG:19.2%;BND:17.7%;QQQ:15.6% | US:70.7;EU:12.6;APAC:7.8;EM:7.2;Other:1.7 | Value:-0.0;Growth:+1.0;Quality:-0.5;Size:-0.2;Momentum:-0.2;LowVol:+0.2 | ESGOnly;NoDerivatives | 8 | 30 | 3.2 | trailing 8% | 167 | 17.1 | Bear | 22.6 | 3.88 | 2.9 | 203 | -55 | 29 | 70 | false | Sell | Trim extended winner -1% | -2 | -21 | BrokerC | VWAP | 91 | null | null | Normal monitoring | 107 | -19 | 166 | 4 | false | Tax-aware sells next window |
P9575 | Hands-off | Roth | USD | 2025-01-03 | 855,107 | 53,016 | 802,091 | 1 | 68.3 | 24.6 | 0 | 7.2 | AMZN:10.2%;VOO:21.1%;MUB:15.7%;GLD:17.8%;IEF:21.1%;AAPL:14.0% | US:64.1;EU:9.0;APAC:13.9;EM:11.0;Other:1.9 | Value:+1.0;Growth:+0.2;Quality:-0.7;Size:-0.6;Momentum:0.0;LowVol:+0.3 | null | 6 | 35 | 4.3 | trailing 8% | 99 | 16.6 | Volatile | 26.3 | 4.44 | 2.2 | 115 | 6 | 42 | 78 | true | Hedge | Buy index puts 1% notional | -11 | -8 | BrokerA | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -10 | -59 | 10 | 5 | false | Tighten stops on momentum names |
P9576 | Active | Trust | USD | 2025-06-09 | 2,298,367 | 213,576 | 2,084,791 | 1 | 64.4 | 21.3 | 8.9 | 5.3 | QQQ:33.3%;VNQ:33.3%;BND:33.3% | US:64.9;EU:15.4;APAC:5.6;EM:11.5;Other:2.6 | Value:-0.8;Growth:+0.3;Quality:+0.2;Size:+0.5;Momentum:-0.2;LowVol:+1.0 | MaxPos6% | 6 | 25 | 5.1 | trailing 8% | 144 | 21.8 | Bull | 15.3 | 3.71 | 2.6 | 102 | 30 | 71 | 39 | false | Hedge | Add TLT +1% as duration hedge | 21 | -3 | BrokerC | LMT | 98 | null | null | Normal monitoring | 91 | 20 | 129 | 5 | false | Tighten stops on momentum names |
P9577 | Cautious | Taxable | USD | 2024-08-25 | 869,753 | 98,767 | 770,986 | 1 | 51.1 | 36.7 | 0 | 12.2 | IEF:23.5%;VOO:19.7%;MSFT:21.0%;QQQ:12.3%;GLD:23.5% | US:66.6;EU:12.6;APAC:12.7;EM:4.9;Other:3.2 | Value:+0.5;Growth:-0.4;Quality:-0.2;Size:+0.2;Momentum:+0.3;LowVol:+0.4 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 5.4 | hard 10% | 165 | 15.4 | Volatile | 20.7 | 4.76 | 3.5 | 146 | -26 | 45 | 42 | false | Buy | Add to core equity +1% | 32 | -10 | BrokerD | VWAP | 87 | null | null | Normal monitoring | -36 | -11 | 79 | 3 | false | Tax-aware sells next window |
P9578 | Opportunistic | 401k | USD | 2024-11-11 | 628,630 | 26,057 | 602,573 | 1.11 | 70.9 | 16 | 4.5 | 8.6 | HYG:27.0%;TSLA:20.2%;VTI:27.0%;AAPL:25.8% | US:71.3;EU:7.7;APAC:7.7;EM:9.7;Other:3.6 | Value:+0.1;Growth:-0.0;Quality:-0.6;Size:-0.2;Momentum:+0.5;LowVol:+0.8 | MaxPos8% | 8 | 35 | 6.3 | trailing 7% | 160 | 31.8 | Sideways | 15.3 | 4.94 | 3.4 | 96 | -27 | 51 | 49 | false | Rebalance | Shift +1% to bonds from equity | 4 | -39 | BrokerB | LMT | 98 | null | null | Normal monitoring | 17 | -19 | 24 | 3 | false | Tighten stops on momentum names |
P9579 | Hands-off | Roth | USD | 2025-10-08 | 732,959 | 31,023 | 701,936 | 1 | 58.8 | 24.7 | 7.7 | 8.9 | BND:25.9%;AAPL:25.9%;TSLA:22.4%;QQQ:25.9% | US:67.7;EU:14.1;APAC:8.7;EM:6.6;Other:2.9 | Value:+0.8;Growth:-0.5;Quality:+0.5;Size:-0.9;Momentum:-0.5;LowVol:-0.6 | null | 5 | 30 | 5.8 | trailing 10% | 157 | 13.2 | Volatile | 26.4 | 4.92 | 2.7 | 172 | -47 | 11 | 60 | false | Rebalance | Shift +1% to bonds from equity | -10 | -28 | BrokerB | MKT | 94 | null | null | Normal monitoring | 78 | -8 | 102 | 5 | false | Monitor dispersion and breadth |
P9580 | Hands-off | IRA | USD | 2024-12-04 | 312,838 | 17,768 | 295,070 | 1 | 70.2 | 17.2 | 5.7 | 6.9 | MSFT:21.2%;GLD:19.7%;VTI:22.6%;TSLA:22.6%;BND:14.0% | US:65.2;EU:13.5;APAC:5.7;EM:10.1;Other:5.4 | Value:+0.6;Growth:+0.4;Quality:+0.7;Size:+0.4;Momentum:0.0;LowVol:+0.2 | ESGOnly | 5 | 25 | 4 | hard 10% | 163 | 16.5 | Bull | 14.2 | 3.83 | 2.2 | 84 | 75 | 90 | 49 | true | Hedge | Buy index puts 1% notional | 8 | -13 | BrokerB | VWAP | 90 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 66 | 6 | 100 | 3 | false | Tighten stops on momentum names |
P9581 | Cautious | IRA | USD | 2024-09-05 | 685,903 | 70,057 | 615,846 | 1 | 47.4 | 36.1 | 0 | 16.6 | BND:16.9%;GLD:17.7%;VOO:11.2%;XLF:22.0%;BRK.B:10.2%;AAPL:22.0% | US:65.6;EU:14.2;APAC:10.5;EM:6.5;Other:3.2 | Value:+0.6;Growth:-0.4;Quality:-0.8;Size:-0.9;Momentum:-0.4;LowVol:+1.0 | NoMargin | 10 | 25 | 3.7 | trailing 8% | 161 | 17.9 | Volatile | 26.1 | 5.46 | 2 | 175 | -7 | 47 | 54 | false | NoAction | Within bands; monitor | 10 | 2 | BrokerA | VWAP | 87 | null | null | Normal monitoring | 101 | -30 | 87 | 3 | false | Tax-aware sells next window |
P9582 | Hands-off | Roth | USD | 2024-11-13 | 671,468 | 53,744 | 617,724 | 1 | 65.1 | 28.5 | 0 | 6.4 | HYG:17.4%;IEF:17.5%;AAPL:16.8%;BND:19.7%;VNQ:20.5%;QQQ:8.1% | US:75.9;EU:6.8;APAC:6.5;EM:7.2;Other:3.6 | Value:-0.5;Growth:+0.8;Quality:-0.8;Size:+1.0;Momentum:-0.6;LowVol:+0.5 | ESGOnly;NoDerivatives | 5 | 25 | 3.3 | trailing 8% | 101 | 19.1 | Volatile | 23.1 | 5.07 | 2.1 | 114 | -41 | 30 | 68 | false | Rebalance | Shift +1% to bonds from equity | 3 | 3 | BrokerC | MKT | 92 | null | null | Normal monitoring | 12 | -43 | 82 | 5 | false | Tighten stops on momentum names |
P9583 | Cautious | Roth | USD | 2025-06-05 | 772,062 | 88,713 | 683,349 | 1 | 41.8 | 35.8 | 7.4 | 15 | QQQ:25.0%;BRK.B:25.0%;GLD:25.0%;TSLA:25.0% | US:63.2;EU:15.0;APAC:9.4;EM:9.9;Other:2.4 | Value:-0.3;Growth:+0.2;Quality:+0.5;Size:+0.9;Momentum:+0.7;LowVol:+0.3 | NoMargin | 7 | 25 | 5.8 | trailing 8% | 108 | 20 | Bear | 31.7 | 4.03 | 1.4 | 155 | -79 | 15 | 70 | false | Sell | Trim extended winner -1% | 23 | -36 | BrokerB | LMT | 87 | null | null | Normal monitoring | 48 | -43 | 162 | 5 | false | Increase defensive factor exposure |
P9584 | Systematic | 401k | USD | 2025-05-01 | 1,457,771 | 83,375 | 1,374,396 | 1 | 59.6 | 33.9 | 0 | 6.5 | TSLA:21.8%;GLD:16.9%;VNQ:11.8%;MUB:7.3%;MSFT:21.8%;TLT:20.3% | US:61.8;EU:10.2;APAC:16.7;EM:6.6;Other:4.8 | Value:+0.4;Growth:+0.1;Quality:-0.1;Size:-0.8;Momentum:+0.8;LowVol:+0.3 | null | 8 | 30 | 4.4 | trailing 9% | 137 | 23.6 | Bear | 28.1 | 4.38 | 1.7 | 192 | 21 | 72 | 70 | false | Rebalance | Shift +1% to bonds from equity | 11 | -32 | BrokerC | MKT | 87 | null | null | Normal monitoring | -1 | -39 | 107 | 3 | false | Within IPS guidelines |
P9585 | Cautious | Roth | USD | 2024-12-02 | 857,307 | 72,772 | 784,535 | 1 | 46.2 | 38 | 0 | 15.8 | VOO:26.9%;TSLA:26.9%;MUB:22.2%;XLF:24.0% | US:66.5;EU:16.3;APAC:8.8;EM:6.9;Other:1.5 | Value:-0.5;Growth:-0.7;Quality:+0.5;Size:-0.8;Momentum:+0.1;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 10 | 35 | 3.3 | trailing 8% | 165 | 19.2 | Sideways | 20.8 | 3.92 | 2.4 | 126 | 8 | 41 | 47 | true | Hedge | Buy index puts 1% notional | -13 | -29 | BrokerB | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 95 | -10 | 173 | 4 | false | Within IPS guidelines |
P9586 | Hands-off | Roth | USD | 2024-10-08 | 600,503 | 48,409 | 552,094 | 1 | 63.5 | 27.3 | 1.4 | 7.8 | VOO:9.6%;QQQ:8.7%;VNQ:23.4%;AAPL:23.4%;AMZN:11.4%;HYG:23.4% | US:75.8;EU:12.9;APAC:6.3;EM:4.7;Other:0.3 | Value:+0.7;Growth:+0.8;Quality:-0.2;Size:-0.8;Momentum:+0.5;LowVol:+0.7 | null | 8 | 25 | 5.8 | trailing 8% | 102 | 14.2 | Bear | 31.4 | 3.47 | 1.5 | 189 | 20 | 60 | 78 | true | Reduce | Cut high-beta by 2-3%, add cash | 19 | -4 | BrokerB | MKT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 113 | -50 | 160 | 4 | false | Increase defensive factor exposure |
P9587 | Opportunistic | Taxable | USD | 2024-08-06 | 451,654 | 34,118 | 417,536 | 1.21 | 74.1 | 17 | 1.5 | 7.4 | MUB:21.4%;GLD:27.7%;TSLA:23.2%;TLT:27.7% | US:71.7;EU:7.5;APAC:13.5;EM:3.9;Other:3.4 | Value:-0.6;Growth:-0.8;Quality:-1.0;Size:-1.0;Momentum:+0.9;LowVol:-0.0 | MaxPos7% | 6 | 30 | 5 | trailing 7% | 209 | 22.6 | Volatile | 28.5 | 5.02 | 2.2 | 139 | -13 | 57 | 80 | true | Hedge | Buy index puts 1% notional | -5 | -22 | BrokerA | LMT | 93 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -37 | 15 | 98 | 2 | false | Increase defensive factor exposure |
P9588 | Hands-off | Roth | USD | 2025-12-03 | 895,138 | 44,416 | 850,722 | 1 | 64.2 | 26.8 | 0 | 9 | GLD:10.8%;AMZN:23.3%;MUB:14.9%;BND:25.5%;VTI:25.5% | US:62.4;EU:16.9;APAC:6.7;EM:10.8;Other:3.2 | Value:-0.1;Growth:+0.5;Quality:-0.2;Size:-0.4;Momentum:+0.5;LowVol:+0.6 | MaxPos6% | 6 | 25 | 3.7 | trailing 8% | 149 | 19.7 | Bear | 30.1 | 3.43 | 2.6 | 211 | -15 | 33 | 81 | true | Reduce | Cut high-beta by 2-3%, add cash | 31 | -28 | BrokerC | MKT | 85 | VAR>budget | Hedge | Risk above budget threshold | 40 | 8 | 142 | 5 | false | Within IPS guidelines |
P9589 | Active | Taxable | USD | 2025-04-27 | 1,113,418 | 121,164 | 992,254 | 1 | 66.2 | 20 | 4.4 | 9.4 | VOO:25.5%;MUB:23.6%;XLF:25.5%;TLT:25.5% | US:70.6;EU:9.7;APAC:13.6;EM:5.2;Other:0.9 | Value:+0.1;Growth:+0.1;Quality:-0.6;Size:-0.4;Momentum:-0.4;LowVol:-0.0 | NoDerivatives | 7 | 35 | 4.8 | trailing 9% | 192 | 20.1 | Bull | 15.9 | 4.95 | 2.7 | 99 | 4 | 38 | 42 | false | Buy | Add to core equity +1% | 1 | -33 | BrokerC | MKT | 91 | null | null | Normal monitoring | 55 | -60 | 124 | 5 | false | Monitor dispersion and breadth |
P9590 | Active | IRA | USD | 2024-08-24 | 1,522,274 | 155,888 | 1,366,386 | 1 | 62.6 | 27.8 | 1.7 | 7.9 | QQQ:31.0%;MSFT:34.5%;MUB:34.5% | US:62.5;EU:13.5;APAC:12.5;EM:8.1;Other:3.4 | Value:+0.5;Growth:-0.8;Quality:+0.3;Size:+0.1;Momentum:+0.1;LowVol:+0.4 | NoDerivatives | 5 | 25 | 4.1 | hard 12% | 188 | 23.8 | Volatile | 25.5 | 4.48 | 2.5 | 164 | -60 | 17 | 77 | true | Hedge | Buy index puts 1% notional | 12 | 11 | BrokerC | VWAP | 93 | VAR>budget | Reduce | Risk above budget threshold | 86 | -5 | 170 | 2 | false | Monitor dispersion and breadth |
P9591 | Opportunistic | Taxable | USD | 2025-07-06 | 1,332,058 | 102,973 | 1,229,085 | 1 | 74.6 | 15.7 | 1.7 | 8 | QQQ:28.0%;MUB:16.0%;BND:28.0%;BRK.B:28.0% | US:65.3;EU:13.7;APAC:12.8;EM:6.7;Other:1.5 | Value:-0.2;Growth:-0.6;Quality:+0.1;Size:-0.3;Momentum:+0.5;LowVol:+0.6 | null | 5 | 30 | 4.9 | trailing 7% | 198 | 31.6 | Bull | 13.8 | 3.53 | 3.4 | 80 | 64 | 93 | 47 | false | Hedge | Add TLT +1% as duration hedge | 5 | 0 | BrokerB | MKT | 98 | null | null | Normal monitoring | -13 | 12 | 56 | 4 | false | Within IPS guidelines |
P9592 | Opportunistic | 401k | USD | 2024-07-06 | 1,343,515 | 55,731 | 1,287,784 | 1 | 71.4 | 16.4 | 7.8 | 4.4 | BND:33.4%;VTI:33.4%;XLF:33.2% | US:75.1;EU:11.9;APAC:5.3;EM:4.8;Other:2.8 | Value:-0.1;Growth:0.0;Quality:-0.2;Size:+0.4;Momentum:-0.1;LowVol:-0.8 | MaxPos5% | 10 | 30 | 6.2 | hard 12% | 243 | 27.4 | Bull | 17.3 | 4.25 | 3 | 83 | 64 | 97 | 64 | false | NoAction | Within bands; monitor | 18 | -27 | BrokerD | MKT | 0 | null | null | Normal monitoring | 9 | -14 | -13 | 4 | false | Tax-aware sells next window |
P9593 | Active | Taxable | USD | 2025-05-04 | 1,450,234 | 161,372 | 1,288,862 | 1 | 52 | 22.8 | 15.4 | 9.7 | QQQ:33.3%;AMZN:33.3%;HYG:33.3% | US:64.5;EU:20.6;APAC:7.5;EM:7.4;Other:0.1 | Value:+0.6;Growth:-1.0;Quality:-1.0;Size:+0.4;Momentum:+0.2;LowVol:+0.5 | MaxPos7% | 10 | 35 | 5.6 | trailing 9% | 168 | 16 | Bear | 34.1 | 3.06 | 1.1 | 152 | -40 | 21 | 86 | true | Hedge | Buy index puts 1% notional | 18 | -15 | BrokerC | VWAP | 85 | VAR>budget | Reduce | Risk above budget threshold | 109 | -48 | 156 | 4 | false | Tighten stops on momentum names |
P9594 | Cautious | IRA | USD | 2025-03-03 | 362,535 | 31,720 | 330,815 | 1 | 42 | 42.4 | 2.5 | 13.1 | MUB:20.1%;TLT:20.0%;AAPL:21.5%;TSLA:16.8%;BRK.B:21.5% | US:66.7;EU:17.2;APAC:6.9;EM:8.8;Other:0.4 | Value:-0.6;Growth:-0.4;Quality:+0.4;Size:+0.8;Momentum:-0.6;LowVol:+1.0 | NoMargin | 10 | 35 | 4.7 | trailing 8% | 91 | 17.7 | Volatile | 29.3 | 5.23 | 4.1 | 143 | -45 | 34 | 69 | false | Buy | Add to core equity +1% | 6 | -12 | BrokerB | LMT | 92 | null | null | Normal monitoring | 110 | 8 | 157 | 4 | false | Tighten stops on momentum names |
P9595 | Cautious | 401k | USD | 2025-02-24 | 185,534 | 24,445 | 161,089 | 1 | 36 | 38.1 | 15 | 11 | AAPL:26.8%;IEF:19.5%;VTI:26.8%;TSLA:26.8% | US:69.7;EU:6.9;APAC:7.4;EM:13.8;Other:2.2 | Value:+0.8;Growth:-0.6;Quality:+0.2;Size:-0.9;Momentum:+0.3;LowVol:+0.8 | NoMargin | 6 | 30 | 3.3 | hard 10% | 118 | 17.3 | Volatile | 20.3 | 4.32 | 3.2 | 161 | 44 | 80 | 32 | true | Hedge | Buy index puts 1% notional | 28 | 8 | BrokerC | LMT | 88 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 90 | -37 | 149 | 3 | false | Within IPS guidelines |
P9596 | Active | IRA | USD | 2024-11-09 | 1,379,878 | 135,990 | 1,243,888 | 1.09 | 52.4 | 30.5 | 8 | 9 | GLD:29.2%;MSFT:12.3%;AMZN:29.2%;IEF:29.2% | US:60.5;EU:16.9;APAC:10.3;EM:11.1;Other:1.3 | Value:+0.9;Growth:-0.4;Quality:+0.5;Size:+0.3;Momentum:+1.0;LowVol:-0.8 | MaxPos8% | 7 | 25 | 4.4 | trailing 9% | 188 | 24.8 | Volatile | 20.5 | 4.93 | 2.3 | 114 | -21 | 45 | 55 | false | Rebalance | Shift +1% to bonds from equity | -2 | -31 | BrokerB | MKT | 91 | null | null | Normal monitoring | 52 | -8 | 104 | 5 | false | Tighten stops on momentum names |
P9597 | Cautious | Taxable | USD | 2024-08-15 | 383,444 | 41,028 | 342,416 | 1 | 39.6 | 32.3 | 17.3 | 10.9 | MSFT:33.3%;TSLA:33.3%;QQQ:33.3% | US:68.5;EU:14.4;APAC:9.9;EM:6.5;Other:0.7 | Value:+0.3;Growth:-0.0;Quality:+0.7;Size:+0.6;Momentum:+0.1;LowVol:+1.0 | NoMargin | 6 | 35 | 3.6 | trailing 8% | 120 | 17.3 | Volatile | 20.6 | 5.22 | 2.9 | 146 | -15 | 56 | 43 | false | Rebalance | Shift +1% to bonds from equity | 31 | 15 | BrokerC | MKT | 96 | null | null | Normal monitoring | 29 | 8 | 56 | 5 | false | Monitor dispersion and breadth |
P9598 | Cautious | Trust | USD | 2024-11-17 | 802,652 | 108,747 | 693,905 | 1 | 49.7 | 36.7 | 0 | 13.6 | VTI:21.1%;GLD:22.2%;HYG:22.2%;BND:22.1%;VOO:12.3% | US:69.1;EU:9.1;APAC:11.1;EM:10.3;Other:0.4 | Value:+0.4;Growth:+0.1;Quality:-0.6;Size:-0.8;Momentum:-0.6;LowVol:-0.4 | ESGOnly;MaxPos5%;NoDerivatives;NoMargin | 10 | 35 | 5.3 | trailing 8% | 123 | 16.2 | Bear | 34.1 | 3.32 | 2.6 | 169 | -108 | 9 | 71 | true | Hedge | Buy index puts 1% notional | -3 | -19 | BrokerA | VWAP | 90 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 76 | -55 | 91 | 4 | false | Increase defensive factor exposure |
P9599 | Systematic | Roth | USD | 2024-11-19 | 694,919 | 63,025 | 631,894 | 1 | 68 | 21 | 3.7 | 7.4 | AMZN:16.6%;AAPL:10.8%;XLF:21.7%;QQQ:17.3%;BND:11.8%;VOO:21.7% | US:63.3;EU:18.2;APAC:14.1;EM:4.3;Other:0.1 | Value:-0.8;Growth:-0.7;Quality:+0.2;Size:+0.9;Momentum:+1.0;LowVol:-0.7 | NoDerivatives | 7 | 35 | 5.1 | trailing 9% | 136 | 20.3 | Volatile | 26.6 | 5.01 | 4.5 | 157 | 71 | 85 | 64 | false | Sell | Trim extended winner -1% | 14 | 12 | BrokerD | LMT | 99 | null | null | Normal monitoring | 79 | -48 | 184 | 4 | false | Monitor dispersion and breadth |
P9600 | Opportunistic | Trust | USD | 2024-11-01 | 1,778,334 | 96,142 | 1,682,192 | 1 | 71.5 | 17.7 | 2.3 | 8.5 | AMZN:33.3%;TLT:33.3%;MUB:33.3% | US:75.5;EU:8.6;APAC:9.9;EM:3.0;Other:2.9 | Value:0.0;Growth:+0.6;Quality:+0.3;Size:+0.9;Momentum:+0.5;LowVol:+0.9 | null | 8 | 35 | 5.9 | hard 12% | 221 | 34.1 | Bear | 25.9 | 4.39 | 1.2 | 170 | 28 | 49 | 83 | true | Hedge | Buy index puts 1% notional | 19 | -20 | BrokerB | LMT | 87 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 2 | -36 | 136 | 2 | false | Monitor dispersion and breadth |
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