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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9601 | Active | Trust | USD | 2025-12-10 | 2,264,901 | 157,204 | 2,107,697 | 1 | 63.1 | 27.9 | 0 | 9 | AMZN:25.0%;MUB:25.0%;VTI:25.0%;AAPL:25.0% | US:69.4;EU:9.2;APAC:12.5;EM:4.9;Other:4.0 | Value:-0.1;Growth:-0.2;Quality:+0.5;Size:-0.8;Momentum:+0.4;LowVol:+0.8 | null | 5 | 30 | 4.9 | hard 12% | 185 | 17.8 | Bull | 11.9 | 4.41 | 2.9 | 79 | 109 | 100 | 50 | false | Sell | Trim extended winner -1% | -2 | -1 | BrokerD | LMT | 95 | null | null | Normal monitoring | 47 | -53 | 141 | 3 | false | Tighten stops on momentum names |
P9602 | Systematic | Taxable | USD | 2025-08-12 | 1,797,222 | 77,818 | 1,719,404 | 1 | 67.6 | 24.4 | 0 | 8 | MSFT:19.7%;HYG:18.9%;TLT:5.6%;QQQ:19.5%;BRK.B:20.2%;IEF:16.0% | US:76.1;EU:6.2;APAC:10.3;EM:7.1;Other:0.4 | Value:-0.0;Growth:+0.2;Quality:-0.8;Size:-0.1;Momentum:-0.8;LowVol:+0.3 | NoDerivatives | 8 | 35 | 5.8 | hard 12% | 209 | 25.9 | Volatile | 28.2 | 3.56 | 2.9 | 134 | 29 | 61 | 72 | true | Hedge | Buy index puts 1% notional | 20 | -18 | BrokerD | LMT | 96 | VAR>budget | Reduce | Risk above budget threshold | 56 | -24 | 185 | 3 | false | Tighten stops on momentum names |
P9603 | Systematic | Roth | USD | 2025-08-09 | 1,432,632 | 138,373 | 1,294,259 | 1 | 62.8 | 24.8 | 3.6 | 8.8 | HYG:24.9%;VNQ:24.9%;AAPL:15.8%;TSLA:21.6%;GLD:12.9% | US:66.8;EU:10.2;APAC:16.9;EM:5.1;Other:1.0 | Value:-0.9;Growth:-0.6;Quality:+0.8;Size:+0.1;Momentum:-0.6;LowVol:-0.3 | null | 10 | 30 | 5.9 | trailing 9% | 157 | 28 | Bull | 14.8 | 4.78 | 2.5 | 99 | 25 | 61 | 53 | false | Buy | Add to core equity +1% | 20 | -2 | BrokerA | MKT | 89 | null | null | Normal monitoring | 88 | -29 | 216 | 5 | false | Tax-aware sells next window |
P9604 | Active | Taxable | USD | 2025-09-23 | 1,009,288 | 74,101 | 935,187 | 1 | 53.2 | 26.2 | 14.5 | 6.1 | MSFT:15.5%;AAPL:22.0%;VTI:18.5%;XLF:22.0%;TLT:22.0% | US:66.3;EU:15.0;APAC:8.5;EM:6.0;Other:4.2 | Value:+0.6;Growth:+0.1;Quality:+0.5;Size:+0.2;Momentum:+0.2;LowVol:0.0 | null | 10 | 30 | 4.9 | hard 12% | 147 | 25.9 | Bull | 11.4 | 3.76 | 3 | 87 | 73 | 99 | 40 | false | Rebalance | Shift +1% to bonds from equity | -5 | -3 | BrokerB | VWAP | 90 | null | null | Normal monitoring | 56 | -47 | 97 | 4 | false | Within IPS guidelines |
P9605 | Cautious | Roth | USD | 2024-07-05 | 432,132 | 52,121 | 380,011 | 1 | 50 | 36.7 | 0 | 13.3 | XLF:23.9%;BND:19.5%;VOO:13.5%;MUB:19.2%;GLD:23.9% | US:70.6;EU:9.6;APAC:11.0;EM:4.8;Other:4.0 | Value:+0.2;Growth:-0.7;Quality:+0.9;Size:-0.8;Momentum:+0.8;LowVol:-0.3 | NoMargin | 5 | 25 | 4.3 | hard 10% | 96 | 13.2 | Volatile | 23.8 | 3.89 | 3.8 | 128 | 71 | 73 | 49 | true | Hedge | Buy index puts 1% notional | -7 | -19 | BrokerB | LMT | 97 | VAR>budget | Reduce | Risk above budget threshold | -45 | -50 | 6 | 5 | false | Monitor dispersion and breadth |
P9606 | Systematic | Taxable | USD | 2024-08-19 | 1,787,857 | 90,228 | 1,697,629 | 1 | 55.9 | 32.9 | 1.3 | 9.8 | MSFT:22.2%;IEF:25.9%;VTI:25.9%;VOO:25.9% | US:62.0;EU:16.7;APAC:6.4;EM:10.7;Other:4.2 | Value:-0.6;Growth:-0.0;Quality:-0.9;Size:+0.5;Momentum:-0.6;LowVol:+0.3 | MaxPos7% | 10 | 30 | 5.2 | trailing 8% | 182 | 16.8 | Volatile | 28.6 | 4.89 | 4.1 | 122 | -48 | 11 | 64 | false | Sell | Trim extended winner -1% | 31 | 7 | BrokerB | LMT | 98 | null | null | Normal monitoring | -6 | -44 | 42 | 5 | false | Increase defensive factor exposure |
P9607 | Active | Taxable | USD | 2025-03-31 | 2,488,779 | 260,835 | 2,227,944 | 1 | 64.9 | 25.5 | 0.2 | 9.4 | VOO:25.0%;VTI:25.0%;BRK.B:25.0%;GLD:25.0% | US:65.2;EU:11.3;APAC:8.2;EM:12.5;Other:2.8 | Value:+0.4;Growth:0.0;Quality:0.0;Size:+0.2;Momentum:-0.2;LowVol:+1.0 | MaxPos8% | 5 | 30 | 5.2 | hard 12% | 144 | 25.7 | Sideways | 16 | 3.75 | 3.5 | 98 | 58 | 73 | 47 | false | Buy | Add to core equity +1% | 32 | 6 | BrokerB | LMT | 97 | null | null | Normal monitoring | 17 | 18 | -17 | 3 | false | Increase defensive factor exposure |
P9608 | Opportunistic | IRA | USD | 2024-08-10 | 435,898 | 36,371 | 399,527 | 1.19 | 62 | 12.6 | 20.7 | 4.7 | AAPL:26.2%;TSLA:21.3%;AMZN:26.2%;GLD:26.2% | US:65.8;EU:12.4;APAC:13.8;EM:7.0;Other:1.0 | Value:+0.7;Growth:0.0;Quality:-0.8;Size:+0.7;Momentum:+0.2;LowVol:+0.1 | null | 6 | 25 | 5 | trailing 7% | 202 | 27 | Sideways | 15.5 | 4.12 | 2.3 | 104 | 12 | 54 | 43 | true | Hedge | Buy index puts 1% notional | 25 | -5 | BrokerC | LMT | 85 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 58 | -60 | 185 | 4 | false | Tighten stops on momentum names |
P9609 | Systematic | IRA | USD | 2025-08-05 | 1,934,589 | 178,477 | 1,756,112 | 1 | 59.4 | 21.8 | 11.4 | 7.4 | MSFT:26.4%;HYG:26.4%;VTI:26.4%;TLT:20.9% | US:69.7;EU:10.8;APAC:10.2;EM:7.7;Other:1.7 | Value:+0.2;Growth:+0.8;Quality:-0.3;Size:-0.2;Momentum:-0.0;LowVol:-0.5 | NoDerivatives | 8 | 30 | 4.8 | trailing 9% | 202 | 25.2 | Volatile | 25.3 | 3.75 | 3.4 | 131 | 76 | 86 | 69 | false | Sell | Trim extended winner -1% | 31 | -3 | BrokerC | VWAP | 100 | null | null | Normal monitoring | 7 | 4 | -12 | 5 | false | Tax-aware sells next window |
P9610 | Cautious | Trust | USD | 2024-11-05 | 554,420 | 69,232 | 485,188 | 1 | 50.9 | 32.9 | 3.7 | 12.5 | VOO:16.2%;VNQ:27.9%;VTI:27.9%;BRK.B:27.9% | US:63.8;EU:7.7;APAC:13.9;EM:8.9;Other:5.7 | Value:-0.7;Growth:+0.9;Quality:+0.8;Size:-0.6;Momentum:-1.0;LowVol:0.0 | ESGOnly;MaxPos5%;NoMargin | 6 | 25 | 4.5 | trailing 10% | 121 | 13 | Bear | 30.6 | 4.35 | 1.7 | 168 | -117 | 5 | 63 | false | Sell | Trim extended winner -1% | -1 | -13 | BrokerB | MKT | 86 | null | null | Normal monitoring | -35 | -1 | -25 | 3 | false | Increase defensive factor exposure |
P9611 | Active | IRA | USD | 2025-03-11 | 2,381,032 | 199,132 | 2,181,900 | 1 | 62.5 | 26.9 | 5.5 | 5.1 | AAPL:28.5%;VNQ:35.7%;MUB:35.7% | US:66.9;EU:7.8;APAC:12.9;EM:8.6;Other:3.8 | Value:+0.3;Growth:-0.9;Quality:-0.9;Size:+0.1;Momentum:-0.1;LowVol:+0.7 | NoDerivatives | 6 | 30 | 4.1 | hard 12% | 159 | 19.7 | Volatile | 30.6 | 4.19 | 2.8 | 136 | 4 | 60 | 82 | true | Hedge | Buy index puts 1% notional | -5 | 11 | BrokerA | LMT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -5 | -22 | 62 | 2 | false | Tax-aware sells next window |
P9612 | Cautious | Roth | USD | 2025-08-06 | 153,164 | 17,995 | 135,169 | 1 | 36.5 | 30.4 | 16 | 17.1 | GLD:15.8%;BRK.B:20.2%;HYG:10.5%;VOO:20.5%;VNQ:17.8%;TSLA:15.2% | US:76.8;EU:5.7;APAC:6.9;EM:10.4;Other:0.1 | Value:-0.2;Growth:-0.4;Quality:+0.2;Size:+0.5;Momentum:+0.4;LowVol:-0.8 | MaxPos8%;NoMargin | 5 | 30 | 4.2 | trailing 8% | 143 | 18.5 | Volatile | 20.1 | 3.63 | 4.5 | 151 | 30 | 71 | 38 | false | Sell | Trim extended winner -1% | 3 | -2 | BrokerC | VWAP | 98 | null | null | Normal monitoring | 33 | -36 | 73 | 3 | false | Increase defensive factor exposure |
P9613 | Hands-off | Roth | USD | 2025-10-21 | 545,967 | 38,543 | 507,424 | 1 | 66.5 | 27.3 | 0 | 6.2 | VNQ:11.9%;AAPL:12.8%;MUB:20.2%;BND:22.0%;VOO:22.0%;HYG:11.2% | US:69.6;EU:7.4;APAC:13.4;EM:4.4;Other:5.1 | Value:-0.6;Growth:+0.7;Quality:-0.4;Size:-0.1;Momentum:0.0;LowVol:+0.9 | ESGOnly;MaxPos5%;NoDerivatives | 6 | 25 | 3.3 | hard 10% | 107 | 18.2 | Bear | 26.7 | 3.84 | 1.4 | 146 | -28 | 27 | 65 | false | Buy | Add to core equity +1% | 31 | -7 | BrokerA | MKT | 85 | null | null | Normal monitoring | 114 | -58 | 254 | 3 | false | Within IPS guidelines |
P9614 | Opportunistic | Trust | USD | 2024-08-17 | 783,199 | 41,572 | 741,627 | 1 | 63 | 19.1 | 10.3 | 7.6 | TSLA:33.3%;VOO:33.3%;VTI:33.3% | US:66.7;EU:7.2;APAC:13.2;EM:9.2;Other:3.8 | Value:-0.3;Growth:-0.5;Quality:-0.1;Size:+0.9;Momentum:+0.6;LowVol:-0.2 | null | 10 | 30 | 5.3 | trailing 7% | 278 | 20.4 | Volatile | 31.1 | 3.9 | 3.1 | 150 | 15 | 68 | 70 | false | Rebalance | Shift +1% to bonds from equity | 14 | -13 | BrokerC | VWAP | 86 | null | null | Normal monitoring | -27 | -48 | -12 | 5 | false | Monitor dispersion and breadth |
P9615 | Active | Taxable | USD | 2024-08-14 | 1,464,510 | 158,011 | 1,306,499 | 1.09 | 50.5 | 25.6 | 15.9 | 8 | AAPL:35.9%;AMZN:35.9%;MSFT:28.1% | US:65.8;EU:5.9;APAC:13.2;EM:11.8;Other:3.4 | Value:-0.3;Growth:+0.6;Quality:-0.6;Size:+0.5;Momentum:+0.6;LowVol:-0.3 | NoDerivatives | 10 | 25 | 5.4 | hard 12% | 197 | 25.5 | Bull | 12.2 | 4.7 | 2.1 | 110 | 89 | 91 | 30 | false | Rebalance | Shift +1% to bonds from equity | -14 | 5 | BrokerC | LMT | 98 | null | null | Normal monitoring | -19 | 18 | -9 | 5 | false | Tighten stops on momentum names |
P9616 | Active | Taxable | USD | 2025-06-16 | 759,888 | 75,201 | 684,687 | 1 | 62.9 | 26.6 | 1.2 | 9.2 | GLD:21.0%;IEF:17.3%;HYG:8.0%;QQQ:20.6%;XLF:11.9%;AMZN:21.0% | US:58.2;EU:18.2;APAC:11.9;EM:8.1;Other:3.6 | Value:+0.1;Growth:+0.2;Quality:+0.9;Size:+0.1;Momentum:-0.8;LowVol:-0.5 | NoDerivatives | 10 | 30 | 5.2 | trailing 8% | 227 | 22.8 | Bull | 15.3 | 4.51 | 3.3 | 79 | 13 | 60 | 46 | false | Rebalance | Shift +1% to bonds from equity | -9 | 15 | BrokerB | LMT | 96 | null | null | Normal monitoring | -35 | -10 | 102 | 5 | false | Monitor dispersion and breadth |
P9617 | Opportunistic | Roth | USD | 2025-12-02 | 1,143,680 | 61,916 | 1,081,764 | 1.16 | 64.8 | 19.3 | 9.1 | 6.8 | GLD:27.3%;VNQ:27.3%;BND:27.3%;IEF:18.1% | US:64.2;EU:14.5;APAC:6.4;EM:12.6;Other:2.3 | Value:0.0;Growth:+0.8;Quality:-0.3;Size:-0.1;Momentum:+0.8;LowVol:-0.4 | NoDerivatives | 7 | 25 | 6.1 | trailing 9% | 264 | 27.4 | Sideways | 19.5 | 4.73 | 3.4 | 138 | 25 | 62 | 59 | true | Hedge | Buy index puts 1% notional | 28 | -9 | BrokerD | VWAP | 100 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 94 | 20 | 90 | 3 | false | Increase defensive factor exposure |
P9618 | Opportunistic | Trust | USD | 2025-05-09 | 1,165,686 | 100,222 | 1,065,464 | 1 | 76.5 | 11.8 | 5.4 | 6.3 | VNQ:22.8%;IEF:13.5%;HYG:19.0%;BND:22.0%;XLF:22.8% | US:61.9;EU:17.0;APAC:12.5;EM:7.5;Other:1.0 | Value:+0.5;Growth:+0.8;Quality:+0.5;Size:+0.7;Momentum:+0.2;LowVol:-0.5 | NoDerivatives | 7 | 35 | 4.2 | trailing 7% | 187 | 35 | Volatile | 30 | 5.29 | 2.2 | 148 | -33 | 38 | 86 | true | Hedge | Buy index puts 1% notional | 27 | -8 | BrokerC | VWAP | 94 | VAR>budget | Reduce | Risk above budget threshold | -28 | -60 | 16 | 5 | false | Tax-aware sells next window |
P9619 | Cautious | IRA | USD | 2024-10-05 | 666,513 | 82,212 | 584,301 | 1 | 42.7 | 36.1 | 3.8 | 17.4 | HYG:13.2%;XLF:13.4%;VTI:22.7%;AMZN:25.4%;IEF:25.4% | US:62.0;EU:20.5;APAC:8.1;EM:7.5;Other:2.0 | Value:-0.7;Growth:+0.2;Quality:-0.1;Size:+0.9;Momentum:+0.2;LowVol:-0.5 | ESGOnly;NoMargin | 5 | 35 | 4.1 | trailing 8% | 141 | 16.3 | Volatile | 30.9 | 4.65 | 2.5 | 148 | 55 | 78 | 57 | false | Sell | Trim extended winner -1% | -14 | -34 | BrokerD | MKT | 94 | null | null | Normal monitoring | -34 | -9 | 96 | 5 | false | Monitor dispersion and breadth |
P9620 | Opportunistic | Trust | USD | 2025-07-30 | 300,285 | 14,200 | 286,085 | 1 | 73.9 | 19.9 | 0 | 6.3 | VOO:14.5%;AMZN:23.3%;IEF:23.3%;QQQ:19.5%;VNQ:19.4% | US:59.0;EU:19.1;APAC:13.8;EM:4.1;Other:4.0 | Value:+0.4;Growth:-0.7;Quality:+0.9;Size:+1.0;Momentum:+0.7;LowVol:+0.1 | NoDerivatives | 6 | 30 | 4.9 | trailing 7% | 228 | 34 | Volatile | 24.6 | 3.81 | 2.1 | 155 | -11 | 34 | 63 | false | Rebalance | Shift +1% to bonds from equity | 18 | -28 | BrokerC | MKT | 85 | null | null | Normal monitoring | 120 | -12 | 120 | 3 | false | Tax-aware sells next window |
P9621 | Hands-off | Trust | USD | 2025-01-30 | 518,539 | 20,948 | 497,591 | 1 | 62.1 | 16.9 | 12.6 | 8.4 | HYG:22.9%;AMZN:8.6%;VNQ:22.9%;VOO:22.9%;GLD:22.9% | US:69.6;EU:10.0;APAC:8.3;EM:8.0;Other:4.1 | Value:+0.5;Growth:0.0;Quality:-0.2;Size:-0.1;Momentum:-0.0;LowVol:-0.7 | ESGOnly;MaxPos8% | 8 | 25 | 5.1 | hard 10% | 167 | 18.4 | Volatile | 30 | 4.21 | 3.1 | 111 | 69 | 98 | 74 | true | Hedge | Buy index puts 1% notional | -6 | -15 | BrokerC | MKT | 91 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 98 | -15 | 112 | 2 | false | Tax-aware sells next window |
P9622 | Hands-off | IRA | USD | 2025-09-20 | 356,294 | 14,526 | 341,768 | 1 | 55.5 | 21.6 | 15.7 | 7.2 | AAPL:23.6%;MUB:25.5%;VNQ:25.5%;QQQ:25.5% | US:69.4;EU:5.7;APAC:12.2;EM:10.0;Other:2.7 | Value:0.0;Growth:0.0;Quality:+0.5;Size:+0.4;Momentum:+0.2;LowVol:-1.0 | ESGOnly | 6 | 30 | 4.8 | trailing 8% | 161 | 14.7 | Bear | 31.3 | 3.96 | 2.6 | 132 | -54 | 14 | 85 | true | Hedge | Buy index puts 1% notional | 9 | 9 | BrokerA | MKT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -41 | -38 | 86 | 5 | false | Monitor dispersion and breadth |
P9623 | Systematic | IRA | USD | 2025-10-31 | 882,429 | 62,865 | 819,564 | 1 | 61 | 31.7 | 0 | 7.3 | VTI:24.7%;QQQ:10.5%;XLF:15.4%;HYG:24.7%;AMZN:24.7% | US:70.8;EU:12.5;APAC:9.8;EM:6.5;Other:0.3 | Value:-0.4;Growth:+0.8;Quality:-0.5;Size:+0.3;Momentum:-0.7;LowVol:+0.6 | null | 10 | 25 | 4.9 | hard 12% | 206 | 17 | Volatile | 20 | 4.99 | 4.2 | 117 | 78 | 94 | 48 | false | NoAction | Within bands; monitor | -4 | -25 | BrokerD | MKT | 0 | null | null | Normal monitoring | -57 | 13 | 56 | 3 | false | Increase defensive factor exposure |
P9624 | Opportunistic | 401k | USD | 2024-09-17 | 1,319,124 | 55,128 | 1,263,996 | 1 | 64.8 | 16.4 | 12 | 6.8 | AAPL:35.0%;MUB:30.1%;XLF:35.0% | US:59.4;EU:17.4;APAC:15.2;EM:6.3;Other:1.7 | Value:-0.9;Growth:-0.5;Quality:-0.8;Size:-0.2;Momentum:-0.3;LowVol:+0.3 | MaxPos5%;NoDerivatives | 6 | 35 | 4.3 | trailing 9% | 184 | 23.1 | Bull | 12.6 | 4.01 | 3.5 | 79 | 59 | 67 | 52 | false | Sell | Trim extended winner -1% | -6 | -37 | BrokerB | MKT | 96 | null | null | Normal monitoring | -44 | -41 | -2 | 5 | false | Tighten stops on momentum names |
P9625 | Active | Trust | USD | 2025-02-26 | 1,222,323 | 124,750 | 1,097,573 | 1 | 61 | 30.4 | 0 | 8.7 | TLT:16.6%;AMZN:17.6%;VOO:16.5%;MUB:14.0%;QQQ:17.8%;TSLA:17.7% | US:66.5;EU:8.7;APAC:9.3;EM:12.2;Other:3.3 | Value:+0.6;Growth:-0.5;Quality:+0.8;Size:+0.1;Momentum:+0.5;LowVol:+0.6 | null | 8 | 35 | 5.2 | trailing 8% | 225 | 24.4 | Volatile | 23.2 | 5.24 | 4.5 | 170 | -3 | 33 | 53 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | 8 | BrokerC | LMT | 89 | RegimeShift | Hedge | Volatility spike and breadth deterioration | -23 | -15 | 113 | 3 | false | Within IPS guidelines |
P9626 | Active | Taxable | USD | 2025-12-17 | 1,571,296 | 181,497 | 1,389,799 | 1 | 52.9 | 27.6 | 10.1 | 9.4 | VNQ:10.0%;MUB:20.8%;BND:22.7%;QQQ:22.7%;TLT:8.8%;BRK.B:15.0% | US:62.4;EU:11.4;APAC:10.9;EM:10.9;Other:4.4 | Value:+0.7;Growth:-0.7;Quality:0.0;Size:+0.3;Momentum:-0.5;LowVol:+0.5 | MaxPos8% | 7 | 35 | 5.5 | trailing 8% | 134 | 16 | Bear | 27 | 3.63 | 2.9 | 168 | -115 | 5 | 71 | true | Hedge | Buy index puts 1% notional | 19 | -26 | BrokerA | VWAP | 95 | VAR>budget | Reduce | Risk above budget threshold | 56 | 4 | 40 | 5 | false | Tighten stops on momentum names |
P9627 | Hands-off | Trust | USD | 2024-08-06 | 866,789 | 60,706 | 806,083 | 1 | 72.2 | 22.7 | 0 | 5.1 | IEF:33.8%;VOO:33.8%;MUB:32.4% | US:66.4;EU:13.1;APAC:11.2;EM:7.8;Other:1.6 | Value:+0.7;Growth:-0.6;Quality:-0.0;Size:+1.0;Momentum:+0.2;LowVol:-0.5 | ESGOnly | 5 | 30 | 4.1 | trailing 8% | 161 | 14.2 | Bull | 17.3 | 4.67 | 2.3 | 99 | 48 | 68 | 54 | false | Hedge | Add TLT +1% as duration hedge | -8 | 5 | BrokerB | LMT | 86 | null | null | Normal monitoring | -12 | -28 | 59 | 4 | false | Monitor dispersion and breadth |
P9628 | Hands-off | Trust | USD | 2025-10-31 | 453,688 | 37,034 | 416,654 | 1 | 57.8 | 29 | 4.1 | 9.1 | VOO:25.0%;VTI:25.0%;QQQ:25.0%;MUB:25.0% | US:78.0;EU:7.6;APAC:9.1;EM:4.5;Other:0.8 | Value:+0.2;Growth:-0.5;Quality:+0.3;Size:+0.3;Momentum:-0.2;LowVol:+0.9 | MaxPos6% | 7 | 30 | 5.4 | hard 10% | 124 | 15.4 | Sideways | 17.7 | 4.56 | 3 | 134 | -23 | 46 | 44 | false | Rebalance | Shift +1% to bonds from equity | 27 | -1 | BrokerC | VWAP | 94 | null | null | Normal monitoring | 58 | -1 | 95 | 3 | false | Monitor dispersion and breadth |
P9629 | Hands-off | 401k | USD | 2025-03-17 | 294,560 | 27,311 | 267,249 | 1 | 55.1 | 21.3 | 14.9 | 8.7 | IEF:23.4%;TLT:23.4%;QQQ:11.7%;VTI:18.1%;MUB:23.4% | US:67.9;EU:8.5;APAC:15.3;EM:4.0;Other:4.4 | Value:-0.2;Growth:-0.5;Quality:-0.4;Size:+0.1;Momentum:-0.1;LowVol:+0.4 | NoDerivatives | 7 | 35 | 6 | hard 10% | 151 | 19.3 | Sideways | 19.1 | 3.94 | 2.2 | 106 | 6 | 43 | 47 | true | Hedge | Buy index puts 1% notional | 5 | 11 | BrokerD | VWAP | 86 | VAR>budget | TightenStops | Risk above budget threshold | 25 | -4 | 136 | 4 | false | Increase defensive factor exposure |
P9630 | Systematic | Trust | USD | 2025-05-12 | 1,689,861 | 74,299 | 1,615,562 | 1 | 59.6 | 33.6 | 0 | 6.8 | GLD:13.5%;BND:21.0%;VNQ:10.5%;MSFT:22.3%;VTI:15.1%;VOO:17.5% | US:67.5;EU:16.2;APAC:7.3;EM:5.6;Other:3.4 | Value:-0.2;Growth:+0.9;Quality:-0.5;Size:-0.9;Momentum:+0.8;LowVol:+0.1 | null | 8 | 25 | 5.8 | trailing 8% | 127 | 19.4 | Bull | 15 | 4.02 | 2.2 | 119 | 59 | 86 | 50 | false | Rebalance | Shift +1% to bonds from equity | 5 | -33 | BrokerB | LMT | 90 | null | null | Normal monitoring | 9 | -41 | 96 | 3 | false | Tighten stops on momentum names |
P9631 | Hands-off | 401k | USD | 2025-02-14 | 518,047 | 24,643 | 493,404 | 1 | 65.9 | 27.2 | 0 | 6.9 | VNQ:34.9%;MSFT:34.9%;AMZN:30.2% | US:71.6;EU:7.3;APAC:9.6;EM:10.7;Other:0.8 | Value:-0.9;Growth:+0.7;Quality:+0.1;Size:+0.7;Momentum:+0.3;LowVol:+0.3 | ESGOnly;MaxPos6% | 7 | 30 | 4.1 | trailing 8% | 123 | 13.6 | Bear | 24.4 | 3.69 | 2.1 | 181 | -18 | 33 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -13 | 4 | BrokerD | LMT | 97 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 42 | -24 | 10 | 3 | false | Increase defensive factor exposure |
P9632 | Active | Roth | USD | 2025-03-12 | 542,484 | 53,788 | 488,696 | 1.1 | 53.7 | 26.3 | 12.1 | 7.9 | TSLA:23.2%;AMZN:23.2%;BRK.B:8.3%;AAPL:22.1%;HYG:23.2% | US:71.8;EU:11.6;APAC:9.9;EM:3.6;Other:3.0 | Value:0.0;Growth:+0.3;Quality:+0.4;Size:+0.4;Momentum:+0.4;LowVol:-0.5 | MaxPos7% | 5 | 30 | 5.3 | trailing 9% | 230 | 24 | Bull | 15.8 | 4.66 | 3.2 | 85 | 22 | 66 | 40 | true | Hedge | Buy index puts 1% notional | 9 | -11 | BrokerA | LMT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 114 | -23 | 121 | 5 | false | Within IPS guidelines |
P9633 | Active | Trust | USD | 2025-02-10 | 1,399,307 | 134,730 | 1,264,577 | 1 | 59.7 | 28.6 | 4.5 | 7.2 | VTI:30.6%;BRK.B:30.6%;VNQ:16.7%;AMZN:22.1% | US:71.6;EU:7.8;APAC:10.2;EM:10.1;Other:0.3 | Value:-0.1;Growth:-0.6;Quality:+0.6;Size:-0.6;Momentum:+0.2;LowVol:-0.0 | null | 6 | 25 | 5 | hard 12% | 195 | 19 | Volatile | 28.6 | 5.25 | 3.6 | 174 | -27 | 34 | 73 | true | Hedge | Buy index puts 1% notional | -12 | -3 | BrokerD | LMT | 87 | VAR>budget | Hedge | Risk above budget threshold | 82 | -41 | 187 | 5 | false | Monitor dispersion and breadth |
P9634 | Hands-off | Taxable | USD | 2025-03-05 | 896,637 | 88,910 | 807,727 | 1 | 65.1 | 28.8 | 0 | 6.1 | AMZN:13.3%;BRK.B:6.1%;VNQ:18.1%;MSFT:21.2%;QQQ:20.2%;IEF:21.2% | US:72.3;EU:9.0;APAC:11.3;EM:5.6;Other:1.8 | Value:-1.0;Growth:-0.7;Quality:-0.6;Size:-0.4;Momentum:-1.0;LowVol:-1.0 | ESGOnly | 7 | 35 | 3.7 | trailing 8% | 156 | 14.2 | Bear | 23.2 | 4.34 | 2.3 | 168 | 25 | 56 | 57 | true | Hedge | Buy index puts 1% notional | 9 | -23 | BrokerC | MKT | 87 | RegimeShift | TightenStops | Volatility spike and breadth deterioration | 2 | -34 | 60 | 4 | false | Tighten stops on momentum names |
P9635 | Systematic | Taxable | USD | 2025-09-26 | 1,325,904 | 66,021 | 1,259,883 | 1 | 60 | 21.7 | 9.9 | 8.4 | AAPL:16.6%;BRK.B:23.8%;IEF:23.8%;BND:23.8%;QQQ:12.0% | US:74.1;EU:7.7;APAC:8.3;EM:7.1;Other:2.7 | Value:-1.0;Growth:+0.1;Quality:-0.1;Size:+1.0;Momentum:-0.6;LowVol:+0.2 | MaxPos7% | 7 | 30 | 5.5 | trailing 9% | 144 | 27.2 | Bear | 29.6 | 3.61 | 1.4 | 154 | -103 | 5 | 84 | true | Reduce | Cut high-beta by 2-3%, add cash | 24 | 8 | BrokerA | LMT | 98 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 5 | 7 | 93 | 4 | false | Monitor dispersion and breadth |
P9636 | Hands-off | 401k | USD | 2025-11-05 | 785,619 | 62,014 | 723,605 | 1 | 68.3 | 17.4 | 7.7 | 6.6 | TLT:20.2%;VNQ:20.7%;HYG:23.9%;MUB:16.9%;VOO:18.2% | US:79.7;EU:5.7;APAC:8.1;EM:5.5;Other:1.0 | Value:+0.2;Growth:-0.5;Quality:-0.2;Size:-0.2;Momentum:+1.0;LowVol:+0.5 | MaxPos7% | 10 | 35 | 3.5 | trailing 8% | 117 | 13 | Bull | 15.8 | 4 | 2.2 | 102 | 110 | 100 | 50 | false | Rebalance | Shift +1% to bonds from equity | 3 | 13 | BrokerD | LMT | 93 | null | null | Normal monitoring | -40 | -52 | -27 | 4 | false | Tighten stops on momentum names |
P9637 | Cautious | Roth | USD | 2025-08-31 | 232,843 | 25,136 | 207,707 | 1 | 35.1 | 32.1 | 16.9 | 15.8 | MUB:33.3%;VNQ:33.3%;HYG:33.3% | US:57.1;EU:18.3;APAC:11.7;EM:10.5;Other:2.4 | Value:-0.4;Growth:+0.4;Quality:-0.2;Size:-0.7;Momentum:-0.1;LowVol:+0.5 | ESGOnly;NoMargin | 7 | 25 | 4.3 | hard 10% | 129 | 16.6 | Bull | 12.5 | 4.67 | 2.5 | 91 | 104 | 98 | 23 | false | Rebalance | Shift +1% to bonds from equity | -8 | 2 | BrokerB | MKT | 94 | null | null | Normal monitoring | 32 | -37 | 160 | 4 | false | Within IPS guidelines |
P9638 | Cautious | IRA | USD | 2025-04-16 | 540,647 | 67,433 | 473,214 | 1 | 48 | 36.6 | 1.6 | 13.8 | VNQ:33.3%;GLD:33.3%;MUB:33.3% | US:75.7;EU:7.1;APAC:8.7;EM:8.3;Other:0.1 | Value:+0.1;Growth:+1.0;Quality:+0.3;Size:-0.2;Momentum:-0.2;LowVol:-0.5 | NoDerivatives;NoMargin | 8 | 30 | 5.3 | hard 10% | 155 | 16 | Bull | 11.4 | 4.35 | 2.9 | 82 | 39 | 62 | 37 | false | Hedge | Add TLT +1% as duration hedge | -8 | -36 | BrokerA | MKT | 97 | null | null | Normal monitoring | 88 | -9 | 87 | 5 | false | Monitor dispersion and breadth |
P9639 | Hands-off | Roth | USD | 2024-11-24 | 403,331 | 22,445 | 380,886 | 1 | 57.9 | 24.9 | 8.5 | 8.7 | BRK.B:33.3%;BND:33.3%;IEF:33.3% | US:62.8;EU:6.4;APAC:15.3;EM:12.6;Other:2.8 | Value:-1.0;Growth:-0.5;Quality:-0.5;Size:+0.9;Momentum:+0.3;LowVol:-0.3 | MaxPos5% | 7 | 25 | 5.2 | trailing 8% | 107 | 15.3 | Volatile | 22.1 | 4.82 | 3.4 | 137 | 55 | 91 | 53 | false | Rebalance | Shift +1% to bonds from equity | 7 | -33 | BrokerD | MKT | 90 | null | null | Normal monitoring | 17 | -34 | -6 | 4 | false | Tax-aware sells next window |
P9640 | Systematic | 401k | USD | 2024-12-04 | 1,368,782 | 114,926 | 1,253,856 | 1 | 63.5 | 21.5 | 6.1 | 8.9 | GLD:16.2%;BRK.B:12.4%;VOO:10.2%;AMZN:21.6%;XLF:18.0%;BND:21.6% | US:68.6;EU:9.8;APAC:6.9;EM:12.5;Other:2.2 | Value:-0.9;Growth:-0.5;Quality:+0.6;Size:-0.9;Momentum:-0.9;LowVol:-0.1 | MaxPos7%;NoDerivatives | 6 | 25 | 5.9 | trailing 8% | 192 | 25.1 | Bear | 33.8 | 3.99 | 2.6 | 206 | -100 | 5 | 90 | true | Hedge | Buy index puts 1% notional | 22 | -2 | BrokerD | MKT | 98 | VAR>budget | Hedge | Risk above budget threshold | 89 | 20 | 224 | 4 | true | Monitor dispersion and breadth |
P9641 | Opportunistic | Roth | USD | 2024-09-20 | 1,015,414 | 70,784 | 944,630 | 1 | 65.8 | 17.4 | 9.6 | 7.2 | IEF:33.3%;MSFT:33.3%;TLT:33.3% | US:76.5;EU:5.6;APAC:8.0;EM:7.7;Other:2.1 | Value:-0.4;Growth:-0.9;Quality:-0.8;Size:+0.8;Momentum:-1.0;LowVol:+0.2 | null | 6 | 35 | 5.7 | hard 12% | 195 | 20.3 | Bear | 23.2 | 3.56 | 2.4 | 198 | 22 | 71 | 55 | false | Rebalance | Shift +1% to bonds from equity | 27 | -34 | BrokerB | VWAP | 88 | null | null | Normal monitoring | 13 | -30 | 6 | 5 | false | Tighten stops on momentum names |
P9642 | Cautious | IRA | USD | 2025-12-12 | 264,222 | 32,870 | 231,352 | 1 | 41.5 | 43.3 | 0 | 15.2 | IEF:33.3%;BND:33.3%;AAPL:33.3% | US:57.7;EU:14.7;APAC:15.4;EM:10.3;Other:1.9 | Value:-0.1;Growth:-0.8;Quality:-1.0;Size:+0.7;Momentum:-0.5;LowVol:0.0 | NoDerivatives;NoMargin | 8 | 30 | 3.8 | trailing 10% | 99 | 15.4 | Bull | 11.3 | 4.9 | 3.3 | 98 | 3 | 43 | 24 | false | Sell | Trim extended winner -1% | 5 | -4 | BrokerC | LMT | 90 | null | null | Normal monitoring | 19 | -58 | 112 | 5 | false | Increase defensive factor exposure |
P9643 | Hands-off | Taxable | USD | 2025-11-23 | 473,407 | 31,890 | 441,517 | 1 | 61.1 | 17.3 | 13.8 | 7.8 | MSFT:20.5%;VNQ:6.7%;TSLA:18.2%;AMZN:15.0%;QQQ:19.0%;VTI:20.5% | US:68.5;EU:16.1;APAC:5.7;EM:5.6;Other:4.1 | Value:-0.3;Growth:-0.4;Quality:-0.6;Size:+0.9;Momentum:+0.4;LowVol:+0.5 | ESGOnly;NoDerivatives | 7 | 25 | 5.9 | trailing 8% | 152 | 16 | Sideways | 16.5 | 4.97 | 2.1 | 92 | -27 | 21 | 59 | true | Hedge | Buy index puts 1% notional | 9 | -34 | BrokerB | LMT | 100 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 43 | 11 | 147 | 4 | false | Increase defensive factor exposure |
P9644 | Cautious | Roth | USD | 2025-05-25 | 794,517 | 86,823 | 707,694 | 1 | 50.4 | 35.5 | 0 | 14 | IEF:25.8%;TLT:22.5%;BRK.B:25.8%;VTI:25.8% | US:65.7;EU:16.7;APAC:7.5;EM:7.6;Other:2.4 | Value:+0.9;Growth:+0.6;Quality:-0.4;Size:-1.0;Momentum:+0.6;LowVol:+0.3 | ESGOnly;MaxPos6%;NoDerivatives;NoMargin | 7 | 30 | 4.9 | trailing 8% | 101 | 18.2 | Bull | 11.8 | 4.7 | 3.2 | 98 | 55 | 63 | 33 | true | Rebalance | Rebalance back to target bands | 20 | -26 | BrokerD | MKT | 88 | VAR>budget | Reduce | Risk above budget threshold | -32 | -40 | -36 | 4 | false | Tax-aware sells next window |
P9645 | Cautious | IRA | USD | 2025-08-11 | 773,290 | 79,896 | 693,394 | 1 | 41.4 | 37.1 | 10.3 | 11.1 | VTI:28.2%;BRK.B:28.2%;BND:15.4%;AMZN:28.2% | US:64.6;EU:10.3;APAC:13.3;EM:10.4;Other:1.4 | Value:+0.7;Growth:+0.4;Quality:+1.0;Size:-0.6;Momentum:-0.2;LowVol:+0.1 | MaxPos7%;NoMargin | 5 | 30 | 5.3 | trailing 8% | 131 | 15.5 | Volatile | 28.5 | 4.33 | 3.6 | 167 | -11 | 35 | 57 | false | Rebalance | Shift +1% to bonds from equity | 26 | -34 | BrokerB | LMT | 98 | null | null | Normal monitoring | 46 | -52 | 168 | 4 | false | Within IPS guidelines |
P9646 | Cautious | Trust | USD | 2025-07-12 | 217,493 | 34,571 | 182,922 | 1 | 47.4 | 32.5 | 7.8 | 12.3 | IEF:26.5%;AAPL:26.5%;XLF:26.5%;BRK.B:20.5% | US:69.6;EU:11.9;APAC:8.3;EM:7.9;Other:2.2 | Value:-0.5;Growth:-0.1;Quality:-0.1;Size:+0.3;Momentum:+1.0;LowVol:+0.4 | ESGOnly;NoDerivatives;NoMargin | 8 | 25 | 3.2 | hard 10% | 139 | 14.5 | Volatile | 31.2 | 3.72 | 2.4 | 147 | -32 | 48 | 80 | true | Hedge | Buy index puts 1% notional | 2 | -38 | BrokerD | MKT | 96 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -9 | -23 | -15 | 5 | false | Within IPS guidelines |
P9647 | Hands-off | Taxable | USD | 2025-01-31 | 685,730 | 54,723 | 631,007 | 1 | 69.3 | 25.7 | 0 | 5 | HYG:25.0%;TLT:25.0%;QQQ:25.0%;GLD:25.0% | US:78.7;EU:7.1;APAC:5.7;EM:7.2;Other:1.3 | Value:-0.8;Growth:+0.9;Quality:-0.5;Size:+0.5;Momentum:+0.2;LowVol:+0.7 | ESGOnly | 5 | 25 | 4.1 | hard 10% | 144 | 19.7 | Bear | 29.6 | 4.31 | 2.6 | 217 | 24 | 69 | 79 | true | Hedge | Buy index puts 1% notional | 34 | -25 | BrokerD | MKT | 86 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 10 | -35 | 36 | 5 | false | Monitor dispersion and breadth |
P9648 | Hands-off | Roth | USD | 2025-03-07 | 801,868 | 77,685 | 724,183 | 1 | 59 | 15 | 18.4 | 7.6 | TLT:22.0%;VTI:21.5%;AMZN:17.8%;BND:8.9%;AAPL:22.0%;MSFT:7.8% | US:60.6;EU:18.8;APAC:9.6;EM:8.2;Other:2.8 | Value:+0.2;Growth:-0.2;Quality:-0.9;Size:+0.6;Momentum:+1.0;LowVol:0.0 | ESGOnly | 6 | 25 | 3.5 | trailing 8% | 159 | 15.5 | Bull | 17.8 | 4.17 | 2.6 | 80 | 49 | 71 | 54 | false | Hedge | Add TLT +1% as duration hedge | 25 | -9 | BrokerA | MKT | 92 | null | null | Normal monitoring | 116 | -48 | 248 | 3 | false | Increase defensive factor exposure |
P9649 | Opportunistic | Roth | USD | 2025-03-09 | 1,253,314 | 45,768 | 1,207,546 | 1.13 | 77.2 | 16.1 | 0.1 | 6.6 | BND:28.1%;BRK.B:28.1%;MUB:15.7%;VNQ:28.1% | US:58.1;EU:13.2;APAC:13.3;EM:9.8;Other:5.7 | Value:+0.8;Growth:-0.1;Quality:+0.6;Size:+0.5;Momentum:-0.5;LowVol:+0.6 | MaxPos8% | 10 | 25 | 4.4 | trailing 9% | 222 | 21 | Volatile | 31.8 | 4.68 | 4.3 | 170 | 39 | 68 | 97 | true | Rebalance | Rebalance back to target bands | -12 | -26 | BrokerA | LMT | 87 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 67 | -52 | 111 | 2 | false | Tighten stops on momentum names |
P9650 | Hands-off | 401k | USD | 2025-11-19 | 790,399 | 41,262 | 749,137 | 1 | 70.3 | 19.9 | 0 | 9.7 | IEF:33.3%;VNQ:33.3%;TLT:33.3% | US:55.9;EU:19.6;APAC:14.6;EM:5.2;Other:4.8 | Value:-0.2;Growth:+0.4;Quality:-0.1;Size:+0.4;Momentum:0.0;LowVol:+0.2 | ESGOnly;MaxPos8%;NoDerivatives | 10 | 35 | 4.3 | trailing 8% | 162 | 17.2 | Bear | 25.6 | 3.22 | 2.9 | 178 | -43 | 19 | 70 | false | Rebalance | Shift +1% to bonds from equity | 17 | -3 | BrokerC | MKT | 96 | null | null | Normal monitoring | 105 | 14 | 106 | 5 | false | Tighten stops on momentum names |
P9651 | Hands-off | IRA | USD | 2025-02-26 | 492,746 | 27,377 | 465,369 | 1 | 71.6 | 22.4 | 0 | 6 | XLF:21.8%;IEF:8.0%;TSLA:18.8%;VTI:11.1%;MSFT:21.8%;VOO:18.6% | US:80.0;EU:5.9;APAC:8.2;EM:3.6;Other:2.2 | Value:-0.1;Growth:+0.8;Quality:+0.5;Size:-0.4;Momentum:-0.1;LowVol:-0.6 | ESGOnly | 7 | 35 | 5.9 | trailing 8% | 134 | 16.3 | Volatile | 25 | 3.65 | 2.5 | 168 | -57 | 18 | 70 | false | Hedge | Add TLT +1% as duration hedge | -14 | -24 | BrokerD | VWAP | 88 | null | null | Normal monitoring | -13 | -18 | 0 | 3 | false | Tighten stops on momentum names |
P9652 | Systematic | 401k | USD | 2025-10-15 | 1,369,708 | 69,734 | 1,299,974 | 1 | 57.7 | 21.7 | 13.7 | 6.9 | TLT:32.4%;MSFT:33.8%;AMZN:33.8% | US:62.9;EU:8.6;APAC:10.6;EM:13.5;Other:4.5 | Value:+0.3;Growth:-0.4;Quality:-0.0;Size:-0.2;Momentum:-0.3;LowVol:+0.4 | null | 10 | 35 | 4.1 | hard 12% | 204 | 22 | Volatile | 23.9 | 5.42 | 3 | 130 | 47 | 73 | 60 | false | Sell | Trim extended winner -1% | -2 | -33 | BrokerA | MKT | 93 | null | null | Normal monitoring | 24 | -1 | 78 | 3 | false | Tax-aware sells next window |
P9653 | Cautious | Roth | USD | 2025-04-26 | 722,060 | 104,077 | 617,983 | 1 | 37.3 | 39.4 | 7.9 | 15.4 | TLT:27.4%;BND:27.4%;VNQ:17.7%;IEF:27.4% | US:61.2;EU:18.4;APAC:6.4;EM:11.5;Other:2.5 | Value:-0.8;Growth:+0.1;Quality:-0.6;Size:+0.4;Momentum:-0.9;LowVol:+0.7 | ESGOnly;MaxPos6%;NoMargin | 5 | 25 | 4.5 | trailing 8% | 159 | 17.6 | Bear | 23.1 | 3.47 | 1.7 | 163 | 15 | 49 | 42 | false | Buy | Add to core equity +1% | -3 | -31 | BrokerD | LMT | 96 | null | null | Normal monitoring | -9 | 5 | -29 | 3 | false | Tighten stops on momentum names |
P9654 | Hands-off | Trust | USD | 2025-05-31 | 555,780 | 39,738 | 516,042 | 1 | 66.2 | 26.9 | 1.1 | 5.8 | AMZN:23.7%;MUB:25.6%;VTI:25.6%;BND:25.1% | US:70.7;EU:9.3;APAC:12.8;EM:5.2;Other:2.0 | Value:+0.9;Growth:+0.7;Quality:-1.0;Size:-0.8;Momentum:+0.7;LowVol:+0.8 | ESGOnly | 10 | 30 | 5.6 | trailing 10% | 141 | 16.4 | Volatile | 21.4 | 4.11 | 3.8 | 129 | 19 | 54 | 54 | false | Hedge | Add TLT +1% as duration hedge | 34 | 15 | BrokerD | VWAP | 100 | null | null | Normal monitoring | -12 | -3 | 65 | 4 | false | Within IPS guidelines |
P9655 | Systematic | Roth | USD | 2024-11-03 | 851,041 | 82,322 | 768,719 | 1 | 58.9 | 22.3 | 10.2 | 8.6 | AAPL:6.6%;MSFT:21.3%;VOO:21.3%;XLF:13.5%;GLD:21.3%;TSLA:16.0% | US:66.0;EU:6.6;APAC:16.0;EM:9.3;Other:2.1 | Value:-0.4;Growth:-0.4;Quality:-0.1;Size:-0.7;Momentum:-0.8;LowVol:+0.8 | null | 7 | 25 | 5.6 | trailing 9% | 228 | 20 | Bull | 14.6 | 4.27 | 3.5 | 116 | 22 | 68 | 43 | false | Hedge | Add TLT +1% as duration hedge | -3 | 10 | BrokerB | LMT | 87 | null | null | Normal monitoring | 8 | 20 | 101 | 5 | false | Increase defensive factor exposure |
P9656 | Active | 401k | USD | 2025-01-05 | 1,788,326 | 150,315 | 1,638,011 | 1.19 | 56.8 | 29.9 | 3.7 | 9.6 | QQQ:21.8%;MSFT:30.2%;GLD:30.2%;BND:17.7% | US:71.4;EU:10.5;APAC:12.1;EM:5.4;Other:0.6 | Value:+0.3;Growth:+0.8;Quality:-0.6;Size:-0.2;Momentum:+0.6;LowVol:-0.4 | null | 5 | 30 | 4.7 | trailing 8% | 122 | 20.6 | Bull | 17.6 | 4.68 | 2.3 | 111 | 79 | 97 | 45 | false | NoAction | Within bands; monitor | 2 | -5 | BrokerB | LMT | 90 | null | null | Normal monitoring | -17 | -43 | 98 | 4 | false | Within IPS guidelines |
P9657 | Active | Taxable | USD | 2025-11-24 | 812,739 | 94,253 | 718,486 | 1 | 58 | 18.9 | 15.8 | 7.3 | AMZN:25.0%;VTI:25.0%;VNQ:25.0%;BRK.B:25.0% | US:72.5;EU:10.4;APAC:7.7;EM:4.7;Other:4.7 | Value:-0.3;Growth:+0.6;Quality:-0.2;Size:-0.3;Momentum:+1.0;LowVol:+0.1 | NoDerivatives | 7 | 25 | 4.7 | trailing 9% | 132 | 18.4 | Sideways | 14.8 | 3.58 | 2.9 | 96 | -7 | 50 | 38 | false | NoAction | Within bands; monitor | 34 | -18 | BrokerC | LMT | 85 | null | null | Normal monitoring | 27 | -17 | -12 | 4 | false | Increase defensive factor exposure |
P9658 | Hands-off | IRA | USD | 2025-02-16 | 619,923 | 57,616 | 562,307 | 1 | 60.5 | 24.9 | 5.2 | 9.5 | TSLA:23.5%;BRK.B:23.5%;MUB:23.5%;TLT:11.2%;VNQ:18.1% | US:67.2;EU:10.6;APAC:8.3;EM:9.7;Other:4.2 | Value:-0.7;Growth:+0.8;Quality:-0.7;Size:-0.2;Momentum:+0.4;LowVol:+0.4 | ESGOnly | 10 | 35 | 5.2 | trailing 8% | 137 | 12.3 | Volatile | 26.8 | 3.9 | 2.2 | 160 | 5 | 56 | 76 | true | Hedge | Buy index puts 1% notional | 17 | -38 | BrokerA | LMT | 85 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 26 | -58 | -1 | 2 | false | Increase defensive factor exposure |
P9659 | Active | Roth | USD | 2024-08-16 | 1,316,630 | 119,097 | 1,197,533 | 1 | 64.5 | 29.4 | 0.9 | 5.2 | AAPL:33.3%;TSLA:33.3%;XLF:33.3% | US:67.4;EU:8.6;APAC:9.3;EM:10.5;Other:4.3 | Value:-0.2;Growth:+0.3;Quality:-0.3;Size:+0.4;Momentum:+0.6;LowVol:+0.6 | MaxPos5% | 8 | 35 | 5.9 | trailing 9% | 198 | 25.2 | Bull | 17.6 | 3.89 | 2.6 | 103 | 106 | 96 | 53 | false | Buy | Add to core equity +1% | 13 | -30 | BrokerA | LMT | 97 | null | null | Normal monitoring | -7 | 1 | -24 | 4 | false | Tighten stops on momentum names |
P9660 | Cautious | Roth | USD | 2025-11-01 | 224,823 | 28,022 | 196,801 | 1 | 50.6 | 36.8 | 0 | 12.6 | MSFT:34.1%;XLF:31.9%;HYG:34.1% | US:73.1;EU:7.4;APAC:14.2;EM:4.3;Other:1.0 | Value:+0.1;Growth:+0.1;Quality:+0.9;Size:+0.6;Momentum:-0.5;LowVol:-0.5 | NoMargin | 7 | 25 | 5.8 | trailing 8% | 115 | 15.8 | Bear | 22.4 | 3.79 | 2 | 182 | 11 | 59 | 53 | false | Rebalance | Shift +1% to bonds from equity | 15 | -21 | BrokerD | LMT | 86 | null | null | Normal monitoring | -14 | -37 | -25 | 5 | false | Tighten stops on momentum names |
P9661 | Hands-off | Trust | USD | 2025-12-09 | 683,621 | 41,780 | 641,841 | 1 | 67.7 | 23.5 | 0 | 8.9 | VTI:24.2%;TLT:37.9%;VOO:37.9% | US:62.1;EU:15.5;APAC:13.0;EM:9.4;Other:0.0 | Value:-0.9;Growth:+0.2;Quality:+0.4;Size:+0.1;Momentum:+0.5;LowVol:-0.1 | ESGOnly;MaxPos8%;NoDerivatives | 5 | 30 | 5.6 | trailing 8% | 130 | 17.8 | Volatile | 22.5 | 4.55 | 3.5 | 172 | 1 | 56 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | 13 | BrokerC | LMT | 87 | VAR>budget | Reduce | Risk above budget threshold | 37 | -52 | 177 | 4 | false | Tighten stops on momentum names |
P9662 | Cautious | Trust | USD | 2025-10-07 | 495,686 | 47,855 | 447,831 | 1 | 45.2 | 30.7 | 9.3 | 14.8 | AAPL:8.5%;HYG:21.6%;VOO:16.8%;TLT:17.2%;VTI:18.5%;AMZN:17.4% | US:70.1;EU:11.8;APAC:8.7;EM:5.0;Other:4.3 | Value:0.0;Growth:-0.1;Quality:-0.9;Size:-0.8;Momentum:0.0;LowVol:-0.6 | ESGOnly;NoMargin | 10 | 35 | 3.3 | hard 10% | 160 | 12.7 | Bull | 12.7 | 3.95 | 3.3 | 73 | 45 | 61 | 38 | true | Hedge | Buy index puts 1% notional | 13 | -27 | BrokerD | MKT | 92 | VAR>budget | Hedge | Risk above budget threshold | 28 | -43 | 148 | 3 | false | Tighten stops on momentum names |
P9663 | Active | IRA | USD | 2024-07-12 | 828,526 | 63,388 | 765,138 | 1 | 51.4 | 28.5 | 11.8 | 8.2 | AMZN:12.0%;MUB:14.5%;AAPL:22.6%;BRK.B:16.0%;VOO:22.6%;IEF:12.2% | US:61.6;EU:18.2;APAC:8.6;EM:8.5;Other:3.2 | Value:-0.0;Growth:+0.3;Quality:-1.0;Size:+0.1;Momentum:-0.1;LowVol:+1.0 | null | 6 | 25 | 5.2 | trailing 8% | 208 | 25.9 | Bull | 11.7 | 4.09 | 3 | 107 | 91 | 82 | 28 | false | Rebalance | Shift +1% to bonds from equity | 15 | -37 | BrokerA | LMT | 99 | null | null | Normal monitoring | 80 | 5 | 140 | 3 | false | Tighten stops on momentum names |
P9664 | Systematic | 401k | USD | 2025-05-16 | 715,434 | 35,918 | 679,516 | 1 | 60.6 | 29.1 | 4.8 | 5.5 | GLD:24.0%;QQQ:24.0%;TSLA:16.6%;VOO:24.0%;IEF:11.4% | US:62.3;EU:16.2;APAC:5.9;EM:11.8;Other:3.8 | Value:-0.8;Growth:-0.1;Quality:+0.4;Size:+0.9;Momentum:-0.3;LowVol:-0.3 | null | 7 | 35 | 4.8 | trailing 8% | 199 | 23.1 | Volatile | 21.8 | 4.19 | 2.1 | 166 | -57 | 21 | 55 | false | Sell | Trim extended winner -1% | 19 | -3 | BrokerA | LMT | 98 | null | null | Normal monitoring | 85 | -6 | 184 | 5 | false | Tax-aware sells next window |
P9665 | Cautious | 401k | USD | 2025-07-02 | 832,896 | 111,713 | 721,183 | 1 | 39.6 | 33.5 | 9 | 17.9 | VNQ:21.7%;AAPL:21.7%;HYG:20.4%;TLT:15.8%;VTI:20.4% | US:60.1;EU:11.3;APAC:13.5;EM:10.5;Other:4.6 | Value:+0.5;Growth:-0.7;Quality:-0.2;Size:0.0;Momentum:+0.5;LowVol:+0.5 | NoMargin | 10 | 25 | 4.4 | trailing 8% | 125 | 16 | Bear | 28.6 | 3.43 | 1.9 | 201 | 39 | 65 | 65 | true | Hedge | Buy index puts 1% notional | 18 | 0 | BrokerA | VWAP | 97 | VAR>budget | Reduce | Risk above budget threshold | -45 | -9 | -53 | 3 | false | Tighten stops on momentum names |
P9666 | Opportunistic | Taxable | USD | 2025-06-25 | 561,278 | 22,467 | 538,811 | 1 | 70.3 | 20.2 | 2.4 | 7 | HYG:24.1%;VOO:12.6%;MUB:24.1%;TSLA:21.7%;IEF:17.5% | US:63.5;EU:7.6;APAC:17.1;EM:8.9;Other:2.8 | Value:+0.6;Growth:-0.5;Quality:-0.2;Size:+0.1;Momentum:+0.8;LowVol:-0.5 | MaxPos6%;NoDerivatives | 5 | 25 | 6.1 | trailing 7% | 272 | 34.5 | Bull | 16.2 | 3.52 | 3 | 86 | 43 | 57 | 64 | false | Sell | Trim extended winner -1% | 28 | -22 | BrokerD | LMT | 88 | null | null | Normal monitoring | -32 | -30 | 32 | 4 | false | Monitor dispersion and breadth |
P9667 | Hands-off | Roth | USD | 2025-02-13 | 658,779 | 62,365 | 596,414 | 1 | 62 | 19.2 | 13.6 | 5.3 | MUB:26.3%;GLD:21.2%;BND:26.3%;QQQ:26.3% | US:67.6;EU:11.3;APAC:13.0;EM:6.9;Other:1.1 | Value:-0.2;Growth:+0.7;Quality:-0.2;Size:+0.4;Momentum:-0.3;LowVol:+0.3 | ESGOnly | 6 | 35 | 3.5 | trailing 8% | 163 | 18.9 | Volatile | 20.3 | 4.78 | 2.8 | 163 | 26 | 70 | 63 | false | Buy | Add to core equity +1% | -11 | -4 | BrokerB | MKT | 91 | null | null | Normal monitoring | -35 | 0 | -45 | 3 | false | Tighten stops on momentum names |
P9668 | Systematic | Trust | USD | 2024-09-10 | 1,537,150 | 97,021 | 1,440,129 | 1 | 60.6 | 30.3 | 0 | 9.1 | VOO:20.3%;QQQ:26.6%;BND:26.6%;TLT:26.6% | US:64.0;EU:12.7;APAC:9.1;EM:10.3;Other:3.8 | Value:-0.9;Growth:-0.2;Quality:+0.2;Size:0.0;Momentum:-0.9;LowVol:+0.7 | MaxPos8%;NoDerivatives | 7 | 30 | 4.5 | trailing 9% | 171 | 24.4 | Volatile | 25.3 | 3.65 | 3.3 | 171 | 58 | 75 | 67 | false | Sell | Trim extended winner -1% | -13 | 3 | BrokerB | LMT | 92 | null | null | Normal monitoring | 26 | 1 | 33 | 5 | false | Tax-aware sells next window |
P9669 | Active | Taxable | USD | 2025-11-30 | 2,002,368 | 159,112 | 1,843,256 | 1.07 | 64.7 | 30.1 | 0 | 5.1 | IEF:28.3%;AAPL:28.3%;AMZN:15.0%;TLT:28.3% | US:61.4;EU:12.8;APAC:9.6;EM:11.4;Other:4.9 | Value:-0.6;Growth:-0.5;Quality:+0.6;Size:+0.3;Momentum:-0.5;LowVol:+0.2 | MaxPos5%;NoDerivatives | 6 | 30 | 5.3 | trailing 9% | 184 | 19.3 | Bear | 31.5 | 3.78 | 1.2 | 209 | -73 | 12 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 35 | 11 | BrokerD | LMT | 88 | VAR>budget | Hedge | Risk above budget threshold | 95 | -33 | 196 | 3 | false | Within IPS guidelines |
P9670 | Opportunistic | Roth | USD | 2025-08-04 | 1,782,430 | 157,102 | 1,625,328 | 1 | 60.7 | 11 | 19.6 | 8.7 | VNQ:26.1%;TLT:26.1%;AMZN:21.7%;TSLA:26.1% | US:74.3;EU:12.3;APAC:8.7;EM:3.7;Other:0.9 | Value:-0.7;Growth:-0.9;Quality:+0.4;Size:+0.1;Momentum:+0.3;LowVol:+0.9 | null | 5 | 25 | 4.5 | hard 12% | 247 | 30.6 | Volatile | 21.6 | 4.11 | 3.7 | 159 | -36 | 17 | 59 | false | Rebalance | Shift +1% to bonds from equity | 9 | 6 | BrokerD | MKT | 87 | null | null | Normal monitoring | 92 | 2 | 78 | 5 | false | Tax-aware sells next window |
P9671 | Cautious | 401k | USD | 2025-04-14 | 250,678 | 34,990 | 215,688 | 1 | 47 | 30.5 | 12 | 10.5 | TLT:36.6%;VTI:36.6%;GLD:26.8% | US:79.2;EU:6.9;APAC:5.3;EM:4.1;Other:4.5 | Value:-0.8;Growth:+0.5;Quality:-0.4;Size:-0.6;Momentum:-0.9;LowVol:-0.3 | MaxPos7%;NoDerivatives;NoMargin | 10 | 25 | 3.6 | trailing 8% | 139 | 19.5 | Volatile | 29.6 | 4.42 | 4 | 161 | 79 | 92 | 67 | false | Sell | Trim extended winner -1% | -10 | 4 | BrokerB | MKT | 87 | null | null | Normal monitoring | -51 | -52 | 38 | 5 | false | Tighten stops on momentum names |
P9672 | Cautious | Roth | USD | 2025-03-28 | 558,179 | 45,677 | 512,502 | 1 | 45.6 | 37.6 | 0 | 16.8 | BRK.B:22.7%;VTI:11.9%;TLT:22.7%;BND:13.6%;TSLA:9.1%;HYG:20.0% | US:60.1;EU:6.5;APAC:16.2;EM:12.8;Other:4.3 | Value:-0.1;Growth:+0.1;Quality:-0.0;Size:+0.4;Momentum:+0.5;LowVol:-0.8 | MaxPos6%;NoMargin | 7 | 35 | 5 | trailing 10% | 104 | 19.2 | Volatile | 31.4 | 4.62 | 2.7 | 148 | 56 | 71 | 78 | true | Hedge | Buy index puts 1% notional | 10 | -15 | BrokerD | MKT | 94 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 68 | 17 | 62 | 3 | false | Tax-aware sells next window |
P9673 | Active | IRA | USD | 2025-06-04 | 1,611,033 | 139,310 | 1,471,723 | 1.05 | 62.5 | 18.5 | 10.6 | 8.5 | GLD:22.7%;BRK.B:20.6%;TLT:23.5%;VNQ:9.8%;MSFT:23.5% | US:59.4;EU:20.5;APAC:10.0;EM:10.1;Other:0.0 | Value:+0.6;Growth:-0.1;Quality:-0.6;Size:-1.0;Momentum:-0.6;LowVol:-1.0 | null | 5 | 25 | 5.1 | hard 12% | 166 | 26.4 | Bear | 34.2 | 3.79 | 2.9 | 134 | 29 | 63 | 85 | true | Hedge | Buy index puts 1% notional | 23 | -40 | BrokerB | MKT | 93 | VAR>budget | Reduce | Risk above budget threshold | -34 | -32 | -6 | 2 | false | Tax-aware sells next window |
P9674 | Active | Roth | USD | 2024-11-19 | 1,224,233 | 142,432 | 1,081,801 | 1.13 | 66.5 | 22.4 | 6 | 5.1 | MSFT:20.3%;TLT:19.6%;BND:15.1%;AMZN:11.6%;HYG:15.5%;IEF:18.0% | US:68.0;EU:13.0;APAC:13.2;EM:4.3;Other:1.5 | Value:+0.5;Growth:-0.2;Quality:+0.3;Size:+0.5;Momentum:-0.9;LowVol:-0.7 | MaxPos5% | 5 | 30 | 4 | trailing 8% | 212 | 25.4 | Volatile | 26 | 4.71 | 4.3 | 126 | 79 | 92 | 75 | true | Hedge | Buy index puts 1% notional | 32 | -28 | BrokerA | MKT | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 35 | -30 | 104 | 3 | false | Tighten stops on momentum names |
P9675 | Hands-off | Roth | USD | 2025-07-02 | 258,775 | 16,766 | 242,009 | 1 | 66 | 25.8 | 0 | 8.3 | AAPL:22.3%;BND:22.9%;TSLA:22.9%;TLT:9.1%;QQQ:22.9% | US:64.8;EU:17.4;APAC:9.5;EM:7.6;Other:0.8 | Value:-0.0;Growth:+0.5;Quality:-0.5;Size:-0.3;Momentum:+0.6;LowVol:+0.8 | MaxPos6% | 5 | 25 | 3.2 | trailing 8% | 157 | 18.3 | Bear | 26.5 | 3.1 | 1.2 | 160 | -86 | 5 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 3 | -40 | BrokerB | LMT | 89 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -47 | -23 | 76 | 5 | true | Tighten stops on momentum names |
P9676 | Cautious | Trust | USD | 2025-08-21 | 710,929 | 88,286 | 622,643 | 1 | 42.5 | 36.7 | 9.3 | 11.5 | TSLA:28.3%;GLD:18.6%;AAPL:24.7%;VTI:28.3% | US:63.1;EU:20.0;APAC:9.2;EM:5.7;Other:1.9 | Value:+0.3;Growth:+1.0;Quality:-0.2;Size:+0.5;Momentum:-0.9;LowVol:+0.6 | MaxPos8%;NoMargin | 5 | 25 | 4.2 | trailing 8% | 167 | 14.3 | Bull | 17.5 | 4.84 | 2.2 | 82 | 53 | 88 | 45 | false | Buy | Add to core equity +1% | 9 | 13 | BrokerA | LMT | 96 | null | null | Normal monitoring | 67 | 5 | 56 | 5 | false | Increase defensive factor exposure |
P9677 | Active | IRA | USD | 2025-12-07 | 2,313,883 | 150,949 | 2,162,934 | 1 | 55.7 | 24.2 | 10.8 | 9.4 | TSLA:21.3%;TLT:18.0%;MUB:14.6%;GLD:21.3%;IEF:16.2%;AAPL:8.6% | US:69.0;EU:8.0;APAC:11.2;EM:6.6;Other:5.2 | Value:+0.3;Growth:+0.2;Quality:-0.8;Size:-0.4;Momentum:+0.9;LowVol:+0.7 | MaxPos8%;NoDerivatives | 5 | 35 | 4.7 | trailing 9% | 225 | 27.3 | Bull | 11.5 | 4.4 | 3.4 | 88 | 3 | 45 | 27 | false | NoAction | Within bands; monitor | 15 | -14 | BrokerD | LMT | 98 | null | null | Normal monitoring | 16 | -56 | 19 | 4 | false | Tighten stops on momentum names |
P9678 | Cautious | 401k | USD | 2025-04-26 | 525,403 | 80,043 | 445,360 | 1 | 47.7 | 33.6 | 7.3 | 11.4 | BRK.B:10.6%;GLD:15.8%;TLT:20.5%;IEF:12.9%;TSLA:20.0%;XLF:20.2% | US:70.6;EU:9.8;APAC:12.1;EM:3.9;Other:3.6 | Value:+0.5;Growth:-0.9;Quality:-0.9;Size:-0.6;Momentum:+0.1;LowVol:-0.8 | ESGOnly;NoDerivatives;NoMargin | 7 | 30 | 5.2 | hard 10% | 169 | 16.3 | Sideways | 14.6 | 4.39 | 3.2 | 132 | -14 | 31 | 30 | false | Sell | Trim extended winner -1% | 31 | -24 | BrokerD | MKT | 89 | null | null | Normal monitoring | 74 | 13 | 158 | 5 | false | Increase defensive factor exposure |
P9679 | Hands-off | IRA | USD | 2025-03-27 | 189,686 | 17,664 | 172,022 | 1 | 72.6 | 20.3 | 1.6 | 5.4 | MUB:37.2%;IEF:25.5%;GLD:37.2% | US:64.1;EU:22.0;APAC:5.9;EM:4.9;Other:3.1 | Value:-0.3;Growth:+0.2;Quality:+0.6;Size:-0.6;Momentum:-0.7;LowVol:-0.7 | null | 10 | 35 | 5.2 | hard 10% | 108 | 13.5 | Volatile | 21.5 | 4.92 | 2 | 142 | 7 | 41 | 61 | false | Buy | Add to core equity +1% | 1 | -19 | BrokerA | MKT | 89 | null | null | Normal monitoring | 7 | -45 | -15 | 5 | false | Tax-aware sells next window |
P9680 | Hands-off | IRA | USD | 2025-05-13 | 571,862 | 52,635 | 519,227 | 1 | 68.5 | 25.1 | 0 | 6.4 | VOO:6.6%;TLT:23.3%;VNQ:23.3%;HYG:23.3%;BRK.B:23.3% | US:71.6;EU:6.9;APAC:13.4;EM:5.8;Other:2.3 | Value:0.0;Growth:+0.8;Quality:-0.1;Size:-0.6;Momentum:-0.4;LowVol:-0.9 | MaxPos6%;NoDerivatives | 5 | 30 | 5.9 | hard 10% | 93 | 12.9 | Sideways | 21.4 | 4.54 | 2.2 | 91 | -21 | 41 | 73 | false | Buy | Add to core equity +1% | 14 | -25 | BrokerA | MKT | 94 | null | null | Normal monitoring | 100 | -41 | 91 | 4 | false | Tax-aware sells next window |
P9681 | Hands-off | Roth | USD | 2025-05-20 | 840,979 | 48,676 | 792,303 | 1 | 69.7 | 22.6 | 1.6 | 6 | MSFT:14.6%;VOO:21.3%;XLF:11.9%;IEF:17.7%;BRK.B:21.3%;VNQ:13.2% | US:76.8;EU:7.9;APAC:8.9;EM:5.4;Other:1.0 | Value:+0.1;Growth:+0.7;Quality:+0.1;Size:+0.5;Momentum:+0.8;LowVol:+0.7 | MaxPos6%;NoDerivatives | 5 | 35 | 4.5 | hard 10% | 144 | 16.3 | Sideways | 20.8 | 4.27 | 2.3 | 102 | 5 | 61 | 65 | false | NoAction | Within bands; monitor | 31 | -35 | BrokerC | MKT | 0 | null | null | Normal monitoring | 105 | -4 | 121 | 4 | false | Monitor dispersion and breadth |
P9682 | Active | Trust | USD | 2025-07-17 | 1,327,966 | 124,839 | 1,203,127 | 1 | 55.1 | 30.7 | 4.8 | 9.4 | XLF:15.7%;VOO:22.0%;MSFT:18.3%;AAPL:22.0%;HYG:22.0% | US:73.5;EU:12.3;APAC:9.2;EM:3.4;Other:1.6 | Value:+0.5;Growth:+0.5;Quality:-0.4;Size:+0.1;Momentum:+0.4;LowVol:+0.3 | null | 5 | 25 | 4.5 | trailing 9% | 202 | 25.1 | Bull | 16.5 | 4.39 | 3.4 | 80 | 112 | 100 | 52 | false | Buy | Add to core equity +1% | 29 | -26 | BrokerD | LMT | 88 | null | null | Normal monitoring | 26 | -7 | 144 | 4 | false | Monitor dispersion and breadth |
P9683 | Opportunistic | 401k | USD | 2025-09-07 | 741,999 | 23,656 | 718,343 | 1 | 61.5 | 16.7 | 17.4 | 4.4 | TSLA:23.7%;AMZN:14.7%;BRK.B:14.1%;MSFT:23.7%;VNQ:23.7% | US:71.6;EU:16.1;APAC:7.9;EM:3.1;Other:1.3 | Value:-0.9;Growth:-0.7;Quality:-0.6;Size:+0.1;Momentum:+0.2;LowVol:+0.6 | MaxPos5% | 8 | 30 | 5.2 | hard 12% | 266 | 24.1 | Bull | 15.2 | 4.04 | 3.3 | 98 | 45 | 59 | 57 | false | Rebalance | Shift +1% to bonds from equity | 16 | -2 | BrokerA | MKT | 95 | null | null | Normal monitoring | -12 | 12 | 48 | 5 | false | Tax-aware sells next window |
P9684 | Opportunistic | Roth | USD | 2025-03-21 | 1,025,501 | 65,042 | 960,459 | 1 | 64.5 | 15.1 | 15.1 | 5.3 | VNQ:14.4%;MSFT:15.6%;XLF:13.9%;VTI:23.5%;GLD:23.5%;BRK.B:9.2% | US:63.8;EU:16.5;APAC:6.7;EM:8.7;Other:4.4 | Value:+1.0;Growth:+0.3;Quality:-0.0;Size:+0.2;Momentum:+0.8;LowVol:+0.6 | null | 8 | 30 | 5.9 | trailing 7% | 237 | 25.5 | Sideways | 16.5 | 4.03 | 2.3 | 130 | 25 | 70 | 54 | false | Buy | Add to core equity +1% | -9 | -30 | BrokerB | VWAP | 85 | null | null | Normal monitoring | 33 | -45 | 127 | 4 | false | Monitor dispersion and breadth |
P9685 | Active | Roth | USD | 2025-08-11 | 772,874 | 56,729 | 716,145 | 1 | 62.1 | 31.8 | 0 | 6.1 | VOO:28.8%;IEF:28.8%;BRK.B:28.8%;GLD:13.7% | US:69.8;EU:14.9;APAC:7.3;EM:5.5;Other:2.6 | Value:-0.4;Growth:+0.1;Quality:-0.8;Size:+0.5;Momentum:+0.9;LowVol:+0.7 | null | 10 | 35 | 4.9 | trailing 8% | 126 | 19.6 | Sideways | 21.2 | 4.58 | 2.5 | 109 | -3 | 43 | 64 | false | Rebalance | Shift +1% to bonds from equity | 15 | 3 | BrokerB | LMT | 97 | null | null | Normal monitoring | -22 | -30 | -33 | 4 | false | Within IPS guidelines |
P9686 | Hands-off | Roth | USD | 2025-05-03 | 890,390 | 41,005 | 849,385 | 1 | 66 | 22.2 | 3.7 | 8.1 | TSLA:24.6%;VOO:29.8%;TLT:29.8%;MSFT:15.8% | US:68.5;EU:13.9;APAC:6.0;EM:9.6;Other:2.0 | Value:+0.3;Growth:+0.8;Quality:+0.2;Size:+0.5;Momentum:-0.1;LowVol:-0.1 | ESGOnly | 10 | 35 | 3.9 | trailing 8% | 95 | 16.6 | Bear | 28 | 3 | 1.1 | 176 | -113 | 5 | 72 | true | Hedge | Buy index puts 1% notional | 5 | -10 | BrokerB | MKT | 93 | VAR>budget | Reduce | Risk above budget threshold | 29 | 11 | 72 | 5 | false | Tighten stops on momentum names |
P9687 | Active | 401k | USD | 2024-08-13 | 1,654,814 | 153,048 | 1,501,766 | 1 | 55.3 | 29.6 | 9 | 6 | XLF:17.8%;AAPL:17.4%;TLT:19.1%;AMZN:22.9%;VTI:22.9% | US:70.4;EU:16.0;APAC:7.8;EM:3.0;Other:2.7 | Value:+0.3;Growth:+0.3;Quality:-0.2;Size:+0.7;Momentum:+0.1;LowVol:+0.8 | MaxPos8% | 5 | 30 | 4.7 | trailing 8% | 134 | 21.2 | Volatile | 27.6 | 5.47 | 4.2 | 110 | 50 | 88 | 78 | true | Hedge | Buy index puts 1% notional | -7 | -6 | BrokerD | MKT | 87 | VAR>budget | Pause | Risk above budget threshold | 78 | -35 | 189 | 2 | false | Increase defensive factor exposure |
P9688 | Opportunistic | IRA | USD | 2025-02-21 | 850,704 | 64,399 | 786,305 | 1 | 76.2 | 13.9 | 2 | 7.8 | VNQ:33.3%;TSLA:33.3%;IEF:33.3% | US:62.9;EU:15.1;APAC:8.4;EM:10.9;Other:2.7 | Value:+1.0;Growth:-0.7;Quality:-0.4;Size:+0.4;Momentum:-0.9;LowVol:-0.4 | MaxPos5% | 8 | 25 | 4.1 | trailing 9% | 275 | 27.1 | Bull | 13.1 | 4.61 | 2.8 | 119 | 107 | 100 | 49 | false | Buy | Add to core equity +1% | 28 | -17 | BrokerD | VWAP | 86 | null | null | Normal monitoring | -42 | -40 | 67 | 5 | false | Within IPS guidelines |
P9689 | Hands-off | Taxable | USD | 2025-01-17 | 716,708 | 40,485 | 676,223 | 1 | 59.6 | 22 | 8.8 | 9.5 | TSLA:33.3%;QQQ:33.3%;VTI:33.3% | US:66.1;EU:13.5;APAC:9.8;EM:10.3;Other:0.3 | Value:-0.4;Growth:+0.9;Quality:-0.7;Size:+0.8;Momentum:-0.0;LowVol:+0.6 | MaxPos7% | 5 | 30 | 3.6 | trailing 10% | 152 | 15.9 | Volatile | 26.7 | 4.7 | 4 | 145 | 7 | 68 | 72 | true | Reduce | Cut high-beta by 2-3%, add cash | -2 | -29 | BrokerB | LMT | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 113 | -11 | 95 | 4 | false | Within IPS guidelines |
P9690 | Active | Taxable | USD | 2025-02-17 | 1,265,181 | 87,299 | 1,177,882 | 1.19 | 55.7 | 27.3 | 7.1 | 9.9 | BND:29.2%;VTI:29.2%;TLT:19.5%;VNQ:22.1% | US:77.6;EU:11.2;APAC:7.3;EM:3.9;Other:0.1 | Value:+0.6;Growth:-1.0;Quality:0.0;Size:+0.3;Momentum:+0.7;LowVol:-0.0 | NoDerivatives | 5 | 25 | 5.5 | hard 12% | 210 | 24.9 | Volatile | 21.9 | 3.95 | 4.5 | 147 | 6 | 61 | 53 | true | Rebalance | Rebalance back to target bands | 34 | 11 | BrokerB | LMT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 43 | -54 | 69 | 3 | false | Monitor dispersion and breadth |
P9691 | Cautious | IRA | USD | 2024-12-22 | 253,100 | 37,513 | 215,587 | 1 | 41.2 | 36.8 | 10.8 | 11.2 | IEF:21.5%;XLF:19.8%;MSFT:21.5%;AMZN:7.5%;VTI:12.4%;AAPL:17.2% | US:72.7;EU:11.8;APAC:6.0;EM:8.4;Other:1.2 | Value:+0.7;Growth:-0.5;Quality:-0.5;Size:-0.3;Momentum:-0.5;LowVol:-0.4 | ESGOnly;NoDerivatives;NoMargin | 8 | 35 | 3.8 | trailing 8% | 93 | 17.1 | Volatile | 31.3 | 4.48 | 2.6 | 150 | 1 | 53 | 60 | false | Sell | Trim extended winner -1% | 6 | -23 | BrokerB | MKT | 94 | null | null | Normal monitoring | 106 | 13 | 106 | 4 | false | Tax-aware sells next window |
P9692 | Active | 401k | USD | 2024-09-08 | 2,355,776 | 149,211 | 2,206,565 | 1 | 67.1 | 19.3 | 8 | 5.7 | BND:28.7%;TLT:28.7%;TSLA:27.3%;HYG:15.3% | US:73.8;EU:6.6;APAC:6.2;EM:11.5;Other:1.9 | Value:+0.5;Growth:-0.5;Quality:-0.4;Size:-0.0;Momentum:-0.4;LowVol:+0.7 | null | 7 | 35 | 5.1 | trailing 8% | 192 | 17.8 | Bull | 16.1 | 4.88 | 2.3 | 117 | 85 | 100 | 57 | false | Rebalance | Shift +1% to bonds from equity | 22 | 4 | BrokerB | MKT | 85 | null | null | Normal monitoring | 96 | -15 | 218 | 3 | false | Monitor dispersion and breadth |
P9693 | Cautious | 401k | USD | 2025-03-20 | 490,506 | 55,574 | 434,932 | 1 | 42.3 | 44.1 | 3.4 | 10.2 | HYG:7.5%;MSFT:20.0%;MUB:9.0%;AMZN:21.2%;VNQ:21.2%;TSLA:21.2% | US:67.1;EU:13.7;APAC:10.3;EM:6.3;Other:2.5 | Value:-0.6;Growth:-0.6;Quality:-0.7;Size:+0.4;Momentum:-0.3;LowVol:+0.4 | MaxPos6%;NoMargin | 6 | 30 | 5.4 | trailing 8% | 162 | 13.9 | Volatile | 30.5 | 5.36 | 3.6 | 134 | -18 | 51 | 76 | true | Hedge | Buy index puts 1% notional | 30 | 15 | BrokerC | MKT | 97 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 68 | -52 | 109 | 3 | false | Increase defensive factor exposure |
P9694 | Opportunistic | IRA | USD | 2025-04-19 | 1,703,382 | 83,831 | 1,619,551 | 1 | 63.4 | 21.3 | 9.6 | 5.7 | MSFT:14.9%;QQQ:15.9%;BND:19.9%;TLT:18.4%;HYG:15.0%;AMZN:15.9% | US:80.1;EU:6.5;APAC:5.9;EM:4.0;Other:3.6 | Value:+0.7;Growth:+1.0;Quality:-0.7;Size:+0.8;Momentum:-0.7;LowVol:-0.3 | MaxPos5%;NoDerivatives | 8 | 30 | 6.4 | trailing 7% | 275 | 25.5 | Bull | 14.7 | 4.56 | 2.3 | 73 | 105 | 92 | 45 | false | Buy | Add to core equity +1% | 30 | -1 | BrokerD | LMT | 90 | null | null | Normal monitoring | 101 | 12 | 133 | 4 | false | Tax-aware sells next window |
P9695 | Systematic | IRA | USD | 2025-10-18 | 1,912,926 | 166,314 | 1,746,612 | 1 | 64.3 | 25 | 2.8 | 7.9 | VOO:25.0%;IEF:25.0%;MSFT:25.0%;TSLA:25.0% | US:71.2;EU:6.0;APAC:9.8;EM:10.9;Other:2.1 | Value:-0.0;Growth:+0.4;Quality:-0.4;Size:-0.8;Momentum:+0.5;LowVol:-0.4 | NoDerivatives | 6 | 30 | 5.1 | hard 12% | 181 | 22.6 | Bull | 11.7 | 4.43 | 3.1 | 79 | 44 | 79 | 43 | false | Rebalance | Shift +1% to bonds from equity | 27 | -19 | BrokerD | MKT | 100 | null | null | Normal monitoring | 114 | -26 | 84 | 4 | false | Increase defensive factor exposure |
P9696 | Hands-off | 401k | USD | 2024-11-21 | 353,136 | 17,231 | 335,905 | 1 | 57 | 22.7 | 13.1 | 7.2 | VOO:25.0%;GLD:18.3%;QQQ:25.0%;TSLA:14.4%;AMZN:17.3% | US:64.7;EU:10.7;APAC:12.5;EM:8.4;Other:3.7 | Value:+0.4;Growth:+0.5;Quality:-0.1;Size:-1.0;Momentum:-0.8;LowVol:-0.2 | MaxPos8% | 5 | 30 | 3.2 | hard 10% | 110 | 18.2 | Bear | 31.1 | 3.68 | 1.9 | 182 | -5 | 33 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | 33 | -39 | BrokerD | MKT | 90 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 103 | -32 | 236 | 5 | false | Increase defensive factor exposure |
P9697 | Systematic | Taxable | USD | 2025-09-22 | 735,650 | 66,816 | 668,834 | 1 | 56.9 | 30.6 | 4.2 | 8.3 | MUB:26.5%;GLD:20.4%;TSLA:26.5%;VTI:26.5% | US:66.0;EU:14.8;APAC:14.2;EM:3.2;Other:1.8 | Value:-0.1;Growth:+0.6;Quality:-0.4;Size:-0.2;Momentum:+0.7;LowVol:-0.1 | null | 10 | 30 | 4.4 | trailing 8% | 157 | 22.7 | Bull | 13.1 | 4.3 | 2.8 | 73 | 15 | 51 | 30 | false | Rebalance | Shift +1% to bonds from equity | -15 | -20 | BrokerB | MKT | 87 | null | null | Normal monitoring | -54 | 19 | 58 | 3 | false | Increase defensive factor exposure |
P9698 | Systematic | IRA | USD | 2025-03-24 | 506,028 | 36,942 | 469,086 | 1 | 57.6 | 28.1 | 8 | 6.4 | VOO:11.3%;BND:22.1%;VNQ:19.0%;AMZN:16.7%;AAPL:13.4%;IEF:17.6% | US:63.0;EU:6.0;APAC:13.6;EM:13.0;Other:4.4 | Value:-0.5;Growth:-0.1;Quality:+0.9;Size:-0.9;Momentum:-0.0;LowVol:-0.4 | null | 10 | 30 | 4.1 | trailing 8% | 211 | 16.7 | Bear | 23.2 | 3.72 | 1.1 | 169 | -94 | 7 | 50 | false | Rebalance | Shift +1% to bonds from equity | -6 | -29 | BrokerC | MKT | 95 | null | null | Normal monitoring | 82 | 17 | 87 | 5 | false | Tax-aware sells next window |
P9699 | Cautious | Roth | USD | 2025-06-07 | 584,638 | 75,381 | 509,257 | 1 | 46.8 | 37.6 | 0 | 15.6 | BND:22.6%;VOO:22.6%;MSFT:12.7%;IEF:22.6%;QQQ:19.3% | US:71.2;EU:6.5;APAC:11.9;EM:5.5;Other:4.8 | Value:+0.8;Growth:-0.2;Quality:+0.6;Size:-0.9;Momentum:-0.8;LowVol:+0.2 | ESGOnly;NoMargin | 6 | 25 | 5.3 | hard 10% | 138 | 16.3 | Bull | 11.6 | 4.07 | 3.3 | 109 | 115 | 94 | 23 | false | Buy | Add to core equity +1% | 27 | -2 | BrokerD | MKT | 99 | null | null | Normal monitoring | 74 | -2 | 117 | 3 | false | Tighten stops on momentum names |
P9700 | Active | Trust | USD | 2025-06-15 | 1,598,386 | 102,776 | 1,495,610 | 1 | 66.9 | 25.2 | 0 | 7.9 | TSLA:33.3%;XLF:33.3%;TLT:33.3% | US:71.3;EU:17.2;APAC:7.8;EM:3.2;Other:0.5 | Value:+0.5;Growth:-0.3;Quality:+0.1;Size:-0.5;Momentum:-0.5;LowVol:-0.5 | null | 10 | 30 | 4.3 | trailing 8% | 146 | 27.4 | Bull | 11.5 | 4.12 | 2.9 | 113 | 48 | 83 | 44 | false | Hedge | Add TLT +1% as duration hedge | 4 | -4 | BrokerD | MKT | 96 | null | null | Normal monitoring | 100 | 0 | 106 | 3 | false | Tax-aware sells next window |
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