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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
P9801 | Hands-off | Roth | USD | 2025-02-10 | 416,152 | 23,038 | 393,114 | 1 | 74 | 18.6 | 0 | 7.4 | BRK.B:15.8%;QQQ:24.0%;HYG:24.0%;TLT:23.1%;BND:13.0% | US:58.9;EU:17.4;APAC:12.1;EM:9.9;Other:1.7 | Value:-0.5;Growth:+0.9;Quality:+0.8;Size:+0.5;Momentum:+0.2;LowVol:-0.5 | null | 6 | 25 | 3.8 | trailing 8% | 133 | 14.6 | Bull | 14.9 | 3.95 | 2.8 | 78 | 83 | 100 | 50 | false | NoAction | Within bands; monitor | 30 | -24 | BrokerC | MKT | 0 | null | null | Normal monitoring | 82 | -37 | 175 | 4 | false | Monitor dispersion and breadth |
P9802 | Hands-off | 401k | USD | 2025-05-25 | 858,838 | 59,694 | 799,144 | 1 | 59 | 23.2 | 11.3 | 6.5 | VOO:20.4%;TSLA:21.2%;GLD:11.0%;BND:13.0%;AMZN:21.2%;VNQ:13.2% | US:61.0;EU:17.2;APAC:11.7;EM:9.6;Other:0.4 | Value:-0.2;Growth:-0.4;Quality:+0.3;Size:-0.1;Momentum:+0.4;LowVol:-0.6 | ESGOnly | 7 | 25 | 4.5 | hard 10% | 108 | 14.2 | Bull | 15 | 3.5 | 2.4 | 110 | 43 | 56 | 47 | false | NoAction | Within bands; monitor | -1 | 11 | BrokerA | LMT | 85 | null | null | Normal monitoring | 58 | -53 | 141 | 3 | false | Increase defensive factor exposure |
P9803 | Opportunistic | 401k | USD | 2024-10-06 | 1,450,180 | 54,213 | 1,395,967 | 1 | 70.3 | 13.1 | 8.9 | 7.6 | AMZN:33.3%;VOO:33.3%;VTI:33.3% | US:69.2;EU:9.0;APAC:11.4;EM:6.5;Other:3.9 | Value:+0.2;Growth:+0.5;Quality:+0.3;Size:+0.3;Momentum:+0.8;LowVol:+0.6 | MaxPos6% | 10 | 30 | 5.9 | hard 12% | 187 | 20.6 | Bear | 28.7 | 4.11 | 1.9 | 209 | -42 | 23 | 77 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | 2 | BrokerA | LMT | 86 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 102 | -33 | 183 | 4 | false | Within IPS guidelines |
P9804 | Active | Trust | USD | 2025-09-23 | 1,329,633 | 154,978 | 1,174,655 | 1 | 66.3 | 26.9 | 0 | 6.8 | MSFT:16.9%;AAPL:20.9%;IEF:20.9%;TLT:17.8%;AMZN:12.2%;MUB:11.3% | US:67.6;EU:13.1;APAC:11.2;EM:4.2;Other:3.9 | Value:-0.7;Growth:-0.5;Quality:+0.7;Size:-0.5;Momentum:+0.3;LowVol:-0.1 | MaxPos6%;NoDerivatives | 10 | 25 | 5.6 | trailing 9% | 190 | 19.1 | Bear | 34.9 | 3.55 | 2.4 | 219 | -38 | 34 | 93 | true | Hedge | Buy index puts 1% notional | 12 | -25 | BrokerB | LMT | 95 | VAR>budget | Reduce | Risk above budget threshold | 113 | -6 | 220 | 3 | false | Increase defensive factor exposure |
P9805 | Hands-off | 401k | USD | 2025-08-14 | 373,716 | 30,538 | 343,178 | 1 | 60.9 | 26.1 | 4.7 | 8.3 | IEF:22.6%;AMZN:22.6%;BND:20.4%;MUB:20.5%;VOO:13.8% | US:63.7;EU:14.6;APAC:13.0;EM:8.7;Other:0.0 | Value:+0.5;Growth:-0.6;Quality:+0.4;Size:-0.8;Momentum:+0.2;LowVol:-0.3 | MaxPos5% | 7 | 25 | 4.9 | trailing 8% | 133 | 15.7 | Volatile | 20.2 | 3.84 | 2.2 | 111 | -30 | 25 | 64 | false | NoAction | Within bands; monitor | 5 | -9 | BrokerB | LMT | 89 | null | null | Normal monitoring | 75 | -22 | 88 | 5 | false | Increase defensive factor exposure |
P9806 | Cautious | IRA | USD | 2025-11-17 | 353,078 | 39,934 | 313,144 | 1 | 43.1 | 37.6 | 1.5 | 17.8 | QQQ:29.2%;MUB:29.2%;GLD:12.5%;AMZN:29.2% | US:72.8;EU:11.8;APAC:7.4;EM:7.8;Other:0.2 | Value:-0.5;Growth:-1.0;Quality:-0.1;Size:+0.4;Momentum:+0.7;LowVol:+0.2 | MaxPos8%;NoMargin | 10 | 35 | 4.2 | trailing 10% | 92 | 13.3 | Bear | 30.1 | 3.06 | 2.2 | 208 | 11 | 41 | 57 | false | Sell | Trim extended winner -1% | -9 | 11 | BrokerD | VWAP | 94 | null | null | Normal monitoring | -42 | -43 | 4 | 4 | false | Tax-aware sells next window |
P9807 | Cautious | Roth | USD | 2024-11-09 | 564,794 | 79,252 | 485,542 | 1 | 51.2 | 31 | 2.8 | 15 | MUB:19.0%;VOO:12.0%;VNQ:20.5%;VTI:14.9%;AAPL:20.3%;GLD:13.3% | US:62.0;EU:13.4;APAC:13.0;EM:9.4;Other:2.2 | Value:-0.8;Growth:-0.7;Quality:+0.5;Size:+0.5;Momentum:+0.2;LowVol:-0.7 | NoMargin | 10 | 30 | 3.9 | trailing 10% | 108 | 14.7 | Volatile | 22.5 | 3.94 | 3.7 | 123 | 16 | 68 | 62 | false | Buy | Add to core equity +1% | -8 | 4 | BrokerD | MKT | 93 | null | null | Normal monitoring | 49 | 19 | 108 | 5 | false | Within IPS guidelines |
P9808 | Hands-off | Trust | USD | 2025-02-10 | 860,180 | 57,705 | 802,475 | 1 | 64.3 | 28 | 0 | 7.8 | TSLA:33.3%;VTI:33.3%;VOO:33.3% | US:73.2;EU:6.2;APAC:12.6;EM:4.7;Other:3.2 | Value:-0.0;Growth:+0.4;Quality:-0.1;Size:+0.7;Momentum:-0.4;LowVol:+0.8 | MaxPos7% | 5 | 30 | 4.7 | trailing 8% | 139 | 18.9 | Bull | 16.4 | 4.62 | 3.4 | 72 | 105 | 100 | 46 | false | NoAction | Within bands; monitor | 3 | -27 | BrokerA | LMT | 92 | null | null | Normal monitoring | 49 | -40 | 47 | 3 | false | Monitor dispersion and breadth |
P9809 | Hands-off | IRA | USD | 2025-03-29 | 158,374 | 11,545 | 146,829 | 1 | 66.7 | 27.9 | 0 | 5.4 | AMZN:27.5%;XLF:27.5%;MSFT:27.5%;MUB:17.5% | US:61.9;EU:15.4;APAC:13.8;EM:7.7;Other:1.3 | Value:+0.8;Growth:+0.3;Quality:-0.2;Size:+0.6;Momentum:-0.1;LowVol:-0.4 | ESGOnly | 7 | 35 | 3.4 | trailing 8% | 151 | 14.7 | Volatile | 28.5 | 4.6 | 4.3 | 163 | 70 | 75 | 74 | true | Hedge | Buy index puts 1% notional | 27 | -40 | BrokerD | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -20 | -47 | -31 | 5 | false | Tighten stops on momentum names |
P9810 | Opportunistic | IRA | USD | 2025-01-17 | 614,047 | 25,630 | 588,417 | 1 | 73.5 | 15.2 | 7.3 | 4.1 | VOO:16.7%;VTI:12.3%;VNQ:25.3%;AMZN:25.3%;QQQ:20.4% | US:74.8;EU:8.8;APAC:6.7;EM:8.5;Other:1.2 | Value:+0.6;Growth:+0.1;Quality:-0.4;Size:+0.5;Momentum:0.0;LowVol:-0.4 | null | 10 | 30 | 6.5 | trailing 7% | 242 | 34.6 | Volatile | 22.6 | 4.68 | 2.5 | 134 | 40 | 71 | 74 | true | Hedge | Buy index puts 1% notional | -8 | 8 | BrokerD | MKT | 87 | VAR>budget | Reduce | Risk above budget threshold | 33 | -15 | 127 | 3 | false | Increase defensive factor exposure |
P9811 | Active | Taxable | USD | 2025-08-22 | 2,242,224 | 241,452 | 2,000,772 | 1 | 55.8 | 28.9 | 10.2 | 5.1 | HYG:25.8%;XLF:17.6%;BND:13.4%;TSLA:17.4%;VTI:25.8% | US:66.3;EU:12.5;APAC:12.0;EM:8.9;Other:0.4 | Value:+1.0;Growth:+0.8;Quality:+1.0;Size:-0.0;Momentum:-0.4;LowVol:+0.3 | MaxPos8%;NoDerivatives | 8 | 30 | 4 | trailing 9% | 156 | 27.3 | Bear | 27 | 3.11 | 1.6 | 139 | -68 | 25 | 69 | false | Sell | Trim extended winner -1% | 20 | 10 | BrokerB | LMT | 90 | null | null | Normal monitoring | 93 | -60 | 116 | 3 | false | Within IPS guidelines |
P9812 | Hands-off | Roth | USD | 2025-07-07 | 530,322 | 50,616 | 479,706 | 1 | 66.3 | 20.1 | 8 | 5.6 | GLD:21.7%;MUB:18.3%;VTI:15.5%;AMZN:21.7%;TSLA:10.0%;BND:12.9% | US:68.3;EU:11.5;APAC:11.8;EM:6.0;Other:2.3 | Value:+0.6;Growth:-0.7;Quality:+0.7;Size:+0.5;Momentum:-0.0;LowVol:+0.9 | null | 8 | 25 | 4.8 | hard 10% | 148 | 17.3 | Sideways | 18.6 | 4.43 | 3.3 | 125 | 54 | 72 | 53 | true | Reduce | Cut high-beta by 2-3%, add cash | 23 | -4 | BrokerC | LMT | 100 | VAR>budget | Reduce | Risk above budget threshold | 7 | -1 | -26 | 3 | false | Increase defensive factor exposure |
P9813 | Active | 401k | USD | 2025-03-25 | 2,301,204 | 246,680 | 2,054,524 | 1 | 61.2 | 23.1 | 8.5 | 7.2 | VNQ:22.0%;GLD:17.9%;HYG:22.0%;TSLA:16.6%;MSFT:12.9%;VOO:8.7% | US:63.8;EU:9.9;APAC:10.6;EM:11.2;Other:4.4 | Value:+0.1;Growth:-0.2;Quality:-0.1;Size:+0.2;Momentum:+0.7;LowVol:0.0 | null | 7 | 25 | 5 | hard 12% | 153 | 20.1 | Bear | 23.3 | 3.59 | 1.9 | 137 | 4 | 60 | 66 | false | Buy | Add to core equity +1% | 11 | -5 | BrokerB | LMT | 85 | null | null | Normal monitoring | 78 | -43 | 213 | 5 | false | Tighten stops on momentum names |
P9814 | Hands-off | Roth | USD | 2025-09-04 | 164,700 | 9,879 | 154,821 | 1 | 57.3 | 20.5 | 16.3 | 5.9 | HYG:23.4%;TSLA:14.0%;TLT:15.8%;AMZN:23.4%;IEF:23.4% | US:63.1;EU:8.3;APAC:15.5;EM:10.5;Other:2.7 | Value:-0.3;Growth:-1.0;Quality:-0.6;Size:+0.3;Momentum:+0.7;LowVol:-0.3 | ESGOnly | 8 | 30 | 4 | trailing 8% | 159 | 12.8 | Volatile | 28.2 | 5.34 | 3.8 | 125 | -10 | 46 | 75 | true | Reduce | Cut high-beta by 2-3%, add cash | 29 | -38 | BrokerD | VWAP | 88 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -35 | 5 | -3 | 5 | false | Increase defensive factor exposure |
P9815 | Hands-off | Trust | USD | 2024-12-13 | 719,808 | 69,417 | 650,391 | 1 | 64.6 | 19.4 | 7 | 9 | TSLA:16.0%;BRK.B:24.4%;MSFT:17.8%;BND:24.4%;VNQ:17.4% | US:60.3;EU:16.4;APAC:13.3;EM:5.1;Other:4.8 | Value:-0.2;Growth:-0.1;Quality:-0.8;Size:-0.7;Momentum:+0.7;LowVol:+0.6 | ESGOnly | 10 | 35 | 4.6 | trailing 8% | 151 | 19.4 | Sideways | 17.7 | 4.21 | 2.8 | 111 | 30 | 79 | 63 | false | Sell | Trim extended winner -1% | 32 | -27 | BrokerA | VWAP | 100 | null | null | Normal monitoring | 62 | -40 | 41 | 3 | false | Monitor dispersion and breadth |
P9816 | Active | 401k | USD | 2024-07-24 | 1,264,810 | 117,217 | 1,147,593 | 1 | 66.8 | 27.5 | 0 | 5.6 | MUB:16.9%;TSLA:27.7%;QQQ:27.7%;AAPL:27.7% | US:74.5;EU:6.7;APAC:6.9;EM:8.8;Other:3.1 | Value:-1.0;Growth:+0.9;Quality:-0.9;Size:+0.5;Momentum:+0.3;LowVol:+0.4 | null | 6 | 30 | 4.7 | hard 12% | 148 | 16 | Sideways | 15.4 | 4.71 | 3.2 | 137 | 37 | 59 | 40 | false | Buy | Add to core equity +1% | 3 | -25 | BrokerB | MKT | 94 | null | null | Normal monitoring | -12 | -33 | -7 | 5 | false | Increase defensive factor exposure |
P9817 | Systematic | Taxable | USD | 2024-12-07 | 558,730 | 42,231 | 516,499 | 1 | 63.1 | 30.9 | 0 | 6.1 | IEF:20.8%;MUB:9.9%;TSLA:18.2%;QQQ:15.1%;VOO:15.3%;BND:20.8% | US:77.0;EU:13.4;APAC:5.8;EM:3.6;Other:0.2 | Value:-0.5;Growth:-0.4;Quality:-0.7;Size:+0.1;Momentum:+0.6;LowVol:+0.1 | MaxPos8%;NoDerivatives | 8 | 30 | 5.3 | trailing 9% | 127 | 18.3 | Bull | 17.6 | 3.78 | 2 | 101 | 26 | 58 | 50 | true | Hedge | Buy index puts 1% notional | 13 | -11 | BrokerC | LMT | 98 | VAR>budget | Reduce | Risk above budget threshold | 87 | -39 | 113 | 2 | false | Monitor dispersion and breadth |
P9818 | Hands-off | IRA | USD | 2025-02-14 | 882,222 | 45,127 | 837,095 | 1 | 65.1 | 26.3 | 0 | 8.7 | AMZN:28.0%;BRK.B:16.1%;MSFT:28.0%;VOO:28.0% | US:68.0;EU:14.8;APAC:12.7;EM:3.8;Other:0.7 | Value:-0.3;Growth:-0.7;Quality:+0.1;Size:-0.2;Momentum:-0.0;LowVol:+0.5 | null | 7 | 30 | 5.7 | trailing 8% | 146 | 19.3 | Volatile | 31.1 | 4.01 | 3.9 | 116 | -34 | 29 | 89 | true | Hedge | Buy index puts 1% notional | 29 | -26 | BrokerD | MKT | 99 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | 101 | -57 | 104 | 4 | false | Tighten stops on momentum names |
P9819 | Hands-off | IRA | USD | 2025-04-05 | 598,634 | 52,236 | 546,398 | 1 | 68.1 | 27.1 | 0 | 4.7 | TSLA:21.0%;BRK.B:19.9%;IEF:17.4%;VOO:20.8%;MSFT:21.0% | US:67.8;EU:11.6;APAC:14.7;EM:3.9;Other:1.9 | Value:-0.4;Growth:-0.6;Quality:-0.3;Size:+0.7;Momentum:+0.3;LowVol:+0.3 | MaxPos7%;NoDerivatives | 5 | 30 | 5.4 | trailing 8% | 99 | 18.9 | Sideways | 18.4 | 3.82 | 2 | 106 | 10 | 50 | 54 | false | NoAction | Within bands; monitor | 9 | -32 | BrokerD | VWAP | 88 | null | null | Normal monitoring | 75 | -1 | 63 | 3 | false | Tax-aware sells next window |
P9820 | Hands-off | IRA | USD | 2024-11-29 | 614,701 | 50,154 | 564,547 | 1 | 65.4 | 27.3 | 0 | 7.3 | TSLA:33.3%;QQQ:33.3%;VOO:33.3% | US:72.9;EU:7.2;APAC:6.8;EM:10.3;Other:2.7 | Value:-0.0;Growth:-0.7;Quality:+0.8;Size:-0.5;Momentum:+0.7;LowVol:+0.7 | null | 10 | 25 | 5.5 | trailing 8% | 155 | 12.1 | Bull | 12.2 | 4.72 | 2.7 | 71 | 99 | 100 | 44 | false | Rebalance | Shift +1% to bonds from equity | 33 | -29 | BrokerB | VWAP | 86 | null | null | Normal monitoring | 31 | 4 | 166 | 5 | false | Tighten stops on momentum names |
P9821 | Opportunistic | 401k | USD | 2024-10-03 | 1,748,907 | 80,492 | 1,668,415 | 1.13 | 62.9 | 13.8 | 17.2 | 6.1 | QQQ:22.3%;VTI:10.7%;AAPL:17.6%;BND:8.7%;TLT:18.4%;MUB:22.3% | US:56.1;EU:17.7;APAC:13.4;EM:8.7;Other:4.2 | Value:-0.0;Growth:-0.9;Quality:+0.3;Size:-0.1;Momentum:+0.4;LowVol:+0.6 | null | 8 | 25 | 4.3 | trailing 9% | 266 | 24.9 | Bear | 34 | 3.72 | 2.2 | 200 | 10 | 53 | 95 | true | Rebalance | Rebalance back to target bands | 23 | -36 | BrokerD | LMT | 94 | VAR>budget | Hedge | Risk above budget threshold | 112 | -16 | 151 | 2 | false | Within IPS guidelines |
P9822 | Systematic | Roth | USD | 2025-06-17 | 625,952 | 51,963 | 573,989 | 1 | 62.4 | 30.8 | 0 | 6.7 | BND:22.4%;VNQ:22.4%;AMZN:8.4%;BRK.B:9.8%;AAPL:14.7%;GLD:22.4% | US:61.4;EU:15.7;APAC:14.5;EM:4.6;Other:3.8 | Value:+0.2;Growth:-0.2;Quality:-0.8;Size:-0.2;Momentum:+0.7;LowVol:-0.7 | null | 7 | 30 | 4.7 | hard 12% | 216 | 20.2 | Volatile | 24.4 | 5.45 | 4.1 | 136 | 58 | 81 | 56 | false | Buy | Add to core equity +1% | -14 | -37 | BrokerC | MKT | 90 | null | null | Normal monitoring | 83 | 9 | 186 | 3 | false | Tax-aware sells next window |
P9823 | Opportunistic | Trust | USD | 2025-01-11 | 1,499,821 | 132,190 | 1,367,631 | 1 | 60.6 | 14.2 | 19.9 | 5.3 | MSFT:21.0%;QQQ:22.6%;AAPL:22.6%;VNQ:11.2%;XLF:22.6% | US:64.6;EU:18.3;APAC:9.2;EM:5.2;Other:2.7 | Value:-0.2;Growth:-0.1;Quality:+0.8;Size:+0.5;Momentum:-0.1;LowVol:-0.8 | null | 6 | 25 | 4.8 | trailing 7% | 217 | 33.4 | Bull | 14.1 | 4.73 | 2.5 | 109 | 89 | 100 | 49 | false | Rebalance | Shift +1% to bonds from equity | 5 | -23 | BrokerA | LMT | 99 | null | null | Normal monitoring | 43 | 0 | 6 | 3 | false | Tax-aware sells next window |
P9824 | Active | Taxable | USD | 2025-07-27 | 1,061,853 | 104,648 | 957,205 | 1 | 59.2 | 20.8 | 11.8 | 8.2 | GLD:13.8%;VNQ:20.5%;AMZN:16.4%;VOO:15.4%;VTI:17.3%;HYG:16.5% | US:61.8;EU:12.5;APAC:9.4;EM:12.6;Other:3.6 | Value:-0.0;Growth:+0.5;Quality:+0.9;Size:-0.6;Momentum:-0.4;LowVol:+0.9 | MaxPos5% | 5 | 25 | 5 | trailing 9% | 189 | 20.6 | Bull | 13.6 | 4.18 | 2 | 83 | 14 | 52 | 50 | false | Buy | Add to core equity +1% | 10 | -4 | BrokerD | LMT | 94 | null | null | Normal monitoring | -12 | -40 | -19 | 3 | false | Tax-aware sells next window |
P9825 | Active | 401k | USD | 2024-09-30 | 2,099,342 | 161,863 | 1,937,479 | 1.2 | 57.4 | 24.7 | 8.2 | 9.7 | BND:33.3%;HYG:33.3%;AMZN:33.3% | US:77.0;EU:6.9;APAC:10.9;EM:5.0;Other:0.2 | Value:-0.4;Growth:+0.4;Quality:+0.5;Size:-0.3;Momentum:+0.9;LowVol:-0.3 | null | 10 | 35 | 5.7 | trailing 8% | 224 | 20.9 | Volatile | 20.1 | 3.8 | 2.5 | 113 | -10 | 52 | 44 | false | Buy | Add to core equity +1% | 26 | -26 | BrokerB | MKT | 89 | null | null | Normal monitoring | 84 | -23 | 81 | 5 | false | Tighten stops on momentum names |
P9826 | Active | Taxable | USD | 2025-09-16 | 2,280,692 | 247,167 | 2,033,525 | 1 | 51 | 28 | 14.4 | 6.6 | HYG:21.2%;AAPL:22.3%;QQQ:22.3%;BRK.B:15.8%;VNQ:18.3% | US:71.9;EU:8.9;APAC:7.5;EM:9.7;Other:2.1 | Value:-0.4;Growth:-0.3;Quality:-0.8;Size:-0.3;Momentum:+0.6;LowVol:-0.8 | null | 6 | 25 | 5.7 | trailing 8% | 155 | 27.3 | Volatile | 30.4 | 5.33 | 3.5 | 151 | 69 | 86 | 76 | true | Rebalance | Rebalance back to target bands | 5 | -37 | BrokerD | MKT | 89 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 76 | -51 | 63 | 4 | false | Increase defensive factor exposure |
P9827 | Hands-off | IRA | USD | 2025-08-14 | 675,056 | 31,873 | 643,183 | 1 | 63.6 | 27.4 | 0 | 9.1 | VTI:16.8%;MUB:12.3%;TLT:14.4%;GLD:15.1%;VOO:20.7%;HYG:20.7% | US:66.8;EU:10.2;APAC:8.1;EM:9.1;Other:5.7 | Value:+0.2;Growth:+0.7;Quality:-1.0;Size:-0.3;Momentum:-0.4;LowVol:-0.3 | null | 5 | 35 | 3.4 | hard 10% | 110 | 13.2 | Bull | 13.8 | 3.96 | 2.3 | 84 | 51 | 71 | 53 | false | Buy | Add to core equity +1% | 21 | -36 | BrokerA | MKT | 94 | null | null | Normal monitoring | 92 | -20 | 88 | 5 | false | Within IPS guidelines |
P9828 | Opportunistic | Roth | USD | 2025-01-23 | 1,137,641 | 50,988 | 1,086,653 | 1 | 73.7 | 21.5 | 0 | 4.8 | MSFT:26.2%;TLT:21.5%;IEF:26.2%;VTI:26.2% | US:70.0;EU:8.8;APAC:12.8;EM:6.0;Other:2.5 | Value:-0.5;Growth:0.0;Quality:+0.4;Size:+0.1;Momentum:+0.1;LowVol:-0.8 | null | 7 | 25 | 5.9 | trailing 7% | 255 | 30.6 | Bull | 16.2 | 4.7 | 3.2 | 103 | 35 | 81 | 58 | false | Buy | Add to core equity +1% | 25 | -19 | BrokerC | LMT | 93 | null | null | Normal monitoring | 16 | -50 | 5 | 3 | false | Tax-aware sells next window |
P9829 | Opportunistic | Roth | USD | 2025-08-12 | 317,332 | 25,055 | 292,277 | 1.13 | 74.7 | 14.1 | 4.3 | 7 | MSFT:33.3%;BRK.B:33.3%;VTI:33.3% | US:61.5;EU:20.3;APAC:10.6;EM:6.9;Other:0.6 | Value:-0.6;Growth:-0.1;Quality:-0.0;Size:+0.3;Momentum:-0.7;LowVol:-0.8 | null | 6 | 35 | 5.8 | trailing 9% | 255 | 30.8 | Sideways | 17.1 | 4.17 | 3 | 128 | 12 | 41 | 65 | false | Buy | Add to core equity +1% | 21 | -30 | BrokerD | MKT | 90 | null | null | Normal monitoring | 85 | -36 | 215 | 5 | false | Within IPS guidelines |
P9830 | Hands-off | Roth | USD | 2025-02-01 | 690,342 | 68,696 | 621,646 | 1 | 61.8 | 20.4 | 11.9 | 5.9 | AAPL:33.3%;BRK.B:33.3%;VOO:33.3% | US:61.7;EU:18.2;APAC:10.8;EM:6.5;Other:2.8 | Value:-0.7;Growth:-0.2;Quality:-0.2;Size:+0.6;Momentum:-0.9;LowVol:-0.9 | ESGOnly;MaxPos6% | 7 | 30 | 5.5 | trailing 8% | 120 | 14.7 | Volatile | 28.4 | 4.12 | 3.8 | 175 | 50 | 81 | 78 | true | Rebalance | Rebalance back to target bands | -10 | -6 | BrokerB | VWAP | 89 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -29 | -25 | -20 | 4 | false | Tighten stops on momentum names |
P9831 | Hands-off | IRA | USD | 2024-12-07 | 414,458 | 35,754 | 378,704 | 1 | 58.2 | 19.9 | 16.9 | 5 | XLF:15.5%;TLT:16.1%;VTI:20.4%;IEF:20.4%;VNQ:7.9%;BRK.B:19.7% | US:64.5;EU:9.5;APAC:13.2;EM:8.3;Other:4.5 | Value:-0.8;Growth:+0.1;Quality:-0.5;Size:-1.0;Momentum:-0.5;LowVol:-0.6 | ESGOnly;NoDerivatives | 7 | 30 | 4.8 | hard 10% | 150 | 18.9 | Sideways | 21.8 | 4.93 | 2.7 | 109 | 25 | 66 | 58 | false | Rebalance | Shift +1% to bonds from equity | 5 | 7 | BrokerB | MKT | 97 | null | null | Normal monitoring | 109 | 4 | 129 | 5 | false | Increase defensive factor exposure |
P9832 | Cautious | Trust | USD | 2024-10-20 | 482,046 | 42,230 | 439,816 | 1 | 50.1 | 39.8 | 0 | 10 | TSLA:13.5%;BRK.B:17.8%;IEF:13.0%;GLD:20.8%;AAPL:14.1%;QQQ:20.8% | US:70.6;EU:12.9;APAC:4.8;EM:11.1;Other:0.6 | Value:+0.1;Growth:-0.1;Quality:+0.3;Size:-0.1;Momentum:-0.9;LowVol:-0.1 | ESGOnly;NoDerivatives;NoMargin | 6 | 35 | 4 | hard 10% | 93 | 18.3 | Bull | 13.7 | 3.92 | 3.2 | 94 | 21 | 53 | 40 | false | Rebalance | Shift +1% to bonds from equity | 23 | 10 | BrokerC | MKT | 100 | null | null | Normal monitoring | -48 | -30 | 6 | 5 | false | Increase defensive factor exposure |
P9833 | Active | 401k | USD | 2024-10-16 | 1,766,769 | 179,824 | 1,586,945 | 1 | 61.8 | 30.1 | 0 | 8.1 | GLD:33.3%;XLF:33.3%;TSLA:33.3% | US:67.1;EU:10.5;APAC:10.5;EM:7.8;Other:4.2 | Value:-0.5;Growth:0.0;Quality:-0.1;Size:+0.6;Momentum:-0.4;LowVol:-0.5 | null | 10 | 30 | 5.8 | hard 12% | 151 | 17.1 | Bull | 14.5 | 4.48 | 2.3 | 111 | 107 | 97 | 44 | false | Sell | Trim extended winner -1% | 7 | -1 | BrokerD | LMT | 86 | null | null | Normal monitoring | 51 | -9 | 68 | 4 | false | Tax-aware sells next window |
P9834 | Hands-off | Trust | USD | 2024-09-01 | 244,241 | 20,426 | 223,815 | 1 | 55.7 | 28.2 | 9.8 | 6.3 | AAPL:33.3%;IEF:33.3%;VNQ:33.3% | US:70.7;EU:16.7;APAC:5.3;EM:5.3;Other:2.1 | Value:0.0;Growth:+0.7;Quality:+0.4;Size:-0.9;Momentum:-0.4;LowVol:-0.0 | null | 6 | 35 | 3.1 | trailing 8% | 151 | 14.4 | Bull | 17.8 | 4.63 | 3 | 101 | 26 | 67 | 57 | false | Buy | Add to core equity +1% | 2 | 15 | BrokerC | LMT | 94 | null | null | Normal monitoring | -23 | -49 | -9 | 4 | false | Monitor dispersion and breadth |
P9835 | Cautious | IRA | USD | 2024-07-28 | 250,249 | 29,490 | 220,759 | 1 | 41.5 | 32.9 | 10.8 | 14.7 | VTI:14.3%;BRK.B:24.5%;TSLA:24.5%;VOO:13.4%;MSFT:23.2% | US:70.8;EU:8.2;APAC:9.9;EM:7.2;Other:4.0 | Value:+1.0;Growth:-0.8;Quality:-0.3;Size:+0.4;Momentum:-0.1;LowVol:+0.3 | MaxPos5%;NoMargin | 5 | 30 | 5.3 | hard 10% | 96 | 18.5 | Bear | 30.1 | 3.28 | 2.8 | 213 | 28 | 73 | 66 | false | Buy | Add to core equity +1% | 29 | -21 | BrokerA | MKT | 93 | null | null | Normal monitoring | 73 | -43 | 193 | 4 | false | Increase defensive factor exposure |
P9836 | Hands-off | Taxable | USD | 2025-11-23 | 797,234 | 61,788 | 735,446 | 1 | 65 | 22.5 | 5.2 | 7.3 | BRK.B:27.2%;HYG:18.5%;GLD:27.2%;AAPL:27.2% | US:66.2;EU:10.7;APAC:6.9;EM:11.8;Other:4.3 | Value:-0.2;Growth:-0.7;Quality:-0.3;Size:+0.7;Momentum:+0.9;LowVol:+0.7 | ESGOnly;NoDerivatives | 10 | 30 | 4.5 | trailing 10% | 143 | 15.4 | Bull | 12.2 | 3.93 | 3.3 | 103 | 64 | 91 | 39 | false | Rebalance | Shift +1% to bonds from equity | -14 | 4 | BrokerB | MKT | 90 | null | null | Normal monitoring | 26 | -14 | 100 | 4 | false | Increase defensive factor exposure |
P9837 | Active | 401k | USD | 2025-01-29 | 2,419,173 | 238,490 | 2,180,683 | 1 | 58.4 | 28.7 | 7.4 | 5.5 | TLT:33.3%;QQQ:33.3%;BND:33.3% | US:71.5;EU:6.6;APAC:12.0;EM:5.7;Other:4.2 | Value:-0.8;Growth:-0.7;Quality:-0.3;Size:-0.2;Momentum:-0.7;LowVol:+0.7 | null | 7 | 25 | 4.1 | hard 12% | 124 | 26.1 | Sideways | 16.3 | 3.83 | 2.9 | 137 | 37 | 74 | 45 | false | Hedge | Add TLT +1% as duration hedge | 16 | -24 | BrokerB | MKT | 90 | null | null | Normal monitoring | -51 | -58 | 3 | 5 | false | Within IPS guidelines |
P9838 | Systematic | IRA | USD | 2025-03-29 | 498,748 | 25,517 | 473,231 | 1 | 63.4 | 21.8 | 6.3 | 8.6 | XLF:21.4%;VNQ:21.4%;TLT:20.0%;TSLA:16.6%;QQQ:20.5% | US:65.6;EU:10.8;APAC:13.8;EM:9.3;Other:0.5 | Value:+0.3;Growth:-0.5;Quality:+0.1;Size:-0.5;Momentum:+0.4;LowVol:-0.2 | MaxPos6%;NoDerivatives | 8 | 35 | 5.7 | trailing 9% | 207 | 17.8 | Bull | 17.7 | 4.04 | 3.2 | 79 | 91 | 100 | 63 | false | NoAction | Within bands; monitor | 12 | -11 | BrokerC | LMT | 93 | null | null | Normal monitoring | 23 | -33 | -4 | 4 | false | Monitor dispersion and breadth |
P9839 | Opportunistic | Roth | USD | 2024-08-08 | 308,431 | 13,598 | 294,833 | 1 | 62.6 | 13 | 15.8 | 8.7 | HYG:25.1%;MSFT:29.7%;TLT:15.6%;IEF:29.7% | US:70.7;EU:5.6;APAC:13.0;EM:5.8;Other:4.9 | Value:+1.0;Growth:+0.8;Quality:+0.3;Size:-0.5;Momentum:-0.4;LowVol:-0.4 | NoDerivatives | 7 | 35 | 6.6 | trailing 7% | 228 | 21.5 | Bear | 30.4 | 3.03 | 1.5 | 157 | -77 | 10 | 73 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | -24 | BrokerD | VWAP | 92 | VAR>budget | Pause | Risk above budget threshold | 24 | 0 | 7 | 4 | false | Within IPS guidelines |
P9840 | Active | Roth | USD | 2024-10-11 | 1,213,067 | 130,297 | 1,082,770 | 1.25 | 55.2 | 22.1 | 15.8 | 6.9 | IEF:21.3%;VTI:22.0%;QQQ:22.0%;BRK.B:19.2%;TSLA:15.4% | US:70.0;EU:15.1;APAC:6.1;EM:7.0;Other:1.7 | Value:-0.2;Growth:0.0;Quality:-0.3;Size:-0.9;Momentum:+0.8;LowVol:+0.9 | null | 5 | 35 | 4.1 | hard 12% | 227 | 27.7 | Volatile | 20.1 | 5.3 | 2.4 | 142 | -31 | 36 | 54 | false | Buy | Add to core equity +1% | 21 | -35 | BrokerD | LMT | 89 | null | null | Normal monitoring | 76 | 16 | 142 | 4 | false | Tax-aware sells next window |
P9841 | Cautious | Roth | USD | 2024-11-22 | 186,463 | 18,737 | 167,726 | 1 | 41.7 | 42.8 | 2.8 | 12.7 | TLT:22.2%;AMZN:7.9%;VOO:22.2%;HYG:17.7%;GLD:9.6%;QQQ:20.4% | US:68.0;EU:16.6;APAC:5.2;EM:8.6;Other:1.6 | Value:-0.7;Growth:+0.7;Quality:-0.1;Size:+0.4;Momentum:+0.1;LowVol:-0.5 | MaxPos5%;NoMargin | 10 | 35 | 4.6 | trailing 8% | 101 | 12.6 | Volatile | 21.9 | 4.41 | 2.7 | 173 | -52 | 28 | 46 | false | Hedge | Add TLT +1% as duration hedge | -12 | -9 | BrokerD | LMT | 86 | null | null | Normal monitoring | 95 | 19 | 90 | 5 | false | Monitor dispersion and breadth |
P9842 | Hands-off | Trust | USD | 2024-07-06 | 751,027 | 34,182 | 716,845 | 1 | 72 | 18.9 | 0 | 9 | AMZN:21.4%;VOO:14.8%;VNQ:14.6%;MUB:24.5%;TSLA:24.5% | US:61.7;EU:7.4;APAC:15.3;EM:11.4;Other:4.1 | Value:-0.7;Growth:-0.4;Quality:-0.6;Size:+1.0;Momentum:-0.5;LowVol:-0.9 | MaxPos8% | 8 | 35 | 3.4 | hard 10% | 124 | 16.7 | Bull | 11.5 | 4.89 | 2.4 | 74 | 86 | 87 | 36 | true | Hedge | Buy index puts 1% notional | 4 | -15 | BrokerA | MKT | 99 | RegimeShift | Hedge | Volatility spike and breadth deterioration | 69 | -49 | 153 | 3 | false | Tax-aware sells next window |
P9843 | Hands-off | Taxable | USD | 2024-12-30 | 795,250 | 66,185 | 729,065 | 1 | 73.6 | 18.5 | 0.7 | 7.2 | MUB:25.6%;VTI:25.6%;BND:13.1%;GLD:18.9%;IEF:16.9% | US:62.8;EU:13.8;APAC:13.1;EM:5.6;Other:4.7 | Value:-0.2;Growth:+0.1;Quality:-0.3;Size:+0.3;Momentum:-0.2;LowVol:-0.2 | ESGOnly;MaxPos6% | 8 | 30 | 4.4 | trailing 8% | 150 | 17 | Volatile | 29 | 4.92 | 2.3 | 164 | -19 | 49 | 88 | true | Hedge | Buy index puts 1% notional | -2 | -4 | BrokerD | MKT | 90 | Drift>tolerance | Pause | Allocation drift beyond policy bands | -3 | -12 | 96 | 5 | false | Within IPS guidelines |
P9844 | Active | 401k | USD | 2024-12-11 | 2,356,947 | 170,784 | 2,186,163 | 1 | 56.3 | 21.7 | 14.3 | 7.7 | VTI:33.3%;BRK.B:33.3%;AMZN:33.3% | US:62.4;EU:9.7;APAC:13.9;EM:9.7;Other:4.3 | Value:+1.0;Growth:+0.2;Quality:-0.3;Size:+0.7;Momentum:+0.6;LowVol:+0.1 | MaxPos8% | 6 | 35 | 4.6 | trailing 9% | 126 | 17.9 | Bull | 16 | 4.42 | 3.4 | 89 | 58 | 72 | 39 | false | Buy | Add to core equity +1% | -6 | -3 | BrokerC | MKT | 99 | null | null | Normal monitoring | 25 | 14 | 7 | 3 | false | Within IPS guidelines |
P9845 | Active | 401k | USD | 2025-10-13 | 817,975 | 58,992 | 758,983 | 1 | 64.8 | 26.1 | 0 | 9.2 | BND:15.8%;AMZN:25.0%;GLD:17.3%;VOO:25.0%;BRK.B:16.8% | US:60.1;EU:14.6;APAC:12.7;EM:10.9;Other:1.7 | Value:-0.2;Growth:-0.3;Quality:+1.0;Size:+0.1;Momentum:+0.6;LowVol:-0.0 | null | 8 | 25 | 4.2 | trailing 8% | 129 | 22.2 | Sideways | 21.8 | 3.71 | 2.6 | 102 | -14 | 52 | 58 | false | Hedge | Add TLT +1% as duration hedge | -7 | 8 | BrokerD | MKT | 85 | null | null | Normal monitoring | 77 | 6 | 64 | 4 | false | Within IPS guidelines |
P9846 | Active | Trust | USD | 2025-03-02 | 2,178,600 | 235,566 | 1,943,034 | 1 | 51 | 30.1 | 12.6 | 6.3 | AMZN:33.3%;HYG:33.3%;QQQ:33.3% | US:64.8;EU:12.6;APAC:10.7;EM:10.8;Other:1.0 | Value:+1.0;Growth:+0.7;Quality:+0.6;Size:+0.3;Momentum:+0.7;LowVol:-0.5 | MaxPos7% | 8 | 35 | 4.2 | hard 12% | 181 | 22.4 | Bull | 16.9 | 4.91 | 2.7 | 102 | 7 | 53 | 53 | true | Reduce | Cut high-beta by 2-3%, add cash | -15 | -25 | BrokerC | MKT | 100 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | -25 | 17 | 53 | 4 | false | Within IPS guidelines |
P9847 | Active | Taxable | USD | 2025-12-19 | 1,075,527 | 79,015 | 996,512 | 1 | 53.1 | 23.5 | 16.6 | 6.7 | TLT:23.8%;XLF:8.1%;TSLA:20.5%;MSFT:23.8%;MUB:23.8% | US:63.4;EU:17.1;APAC:10.2;EM:8.5;Other:0.8 | Value:-0.1;Growth:-0.8;Quality:-0.9;Size:-0.8;Momentum:-0.3;LowVol:-0.3 | MaxPos8%;NoDerivatives | 5 | 35 | 4.6 | trailing 9% | 204 | 24 | Bull | 16 | 3.53 | 2.4 | 85 | 38 | 75 | 51 | false | Buy | Add to core equity +1% | 33 | -25 | BrokerC | LMT | 98 | null | null | Normal monitoring | -18 | -26 | 34 | 3 | false | Monitor dispersion and breadth |
P9848 | Active | Roth | USD | 2025-07-03 | 2,135,951 | 215,335 | 1,920,616 | 1.07 | 52.9 | 31.6 | 8.2 | 7.4 | HYG:8.2%;MSFT:14.6%;BRK.B:10.9%;AAPL:22.1%;MUB:22.1%;VNQ:22.1% | US:66.1;EU:5.3;APAC:13.9;EM:11.4;Other:3.3 | Value:-0.5;Growth:-0.9;Quality:+0.2;Size:-0.5;Momentum:+0.2;LowVol:-0.8 | NoDerivatives | 7 | 25 | 4.5 | trailing 8% | 201 | 24.9 | Sideways | 17.9 | 4.37 | 2.4 | 114 | 53 | 65 | 38 | false | Hedge | Add TLT +1% as duration hedge | 6 | -2 | BrokerC | MKT | 90 | null | null | Normal monitoring | -46 | 2 | -73 | 5 | false | Tighten stops on momentum names |
P9849 | Active | IRA | USD | 2025-10-31 | 1,989,107 | 130,892 | 1,858,215 | 1 | 56.6 | 27.2 | 6.5 | 9.7 | BRK.B:35.9%;BND:28.2%;AAPL:35.9% | US:65.2;EU:6.9;APAC:16.4;EM:7.8;Other:3.7 | Value:-0.8;Growth:-0.3;Quality:-0.3;Size:+0.6;Momentum:-0.3;LowVol:+0.3 | null | 7 | 35 | 5.8 | trailing 8% | 220 | 21.8 | Bull | 14.5 | 4.73 | 2.5 | 87 | 83 | 96 | 50 | false | Buy | Add to core equity +1% | 14 | -40 | BrokerB | MKT | 98 | null | null | Normal monitoring | 23 | 3 | 61 | 5 | false | Tax-aware sells next window |
P9850 | Cautious | 401k | USD | 2024-12-25 | 268,744 | 27,052 | 241,692 | 1 | 42.7 | 30.5 | 10.8 | 16 | VNQ:33.3%;TSLA:33.3%;VOO:33.3% | US:70.3;EU:6.3;APAC:16.0;EM:4.2;Other:3.2 | Value:+0.1;Growth:+0.4;Quality:-0.0;Size:+0.8;Momentum:+0.4;LowVol:-0.1 | ESGOnly;MaxPos6%;NoMargin | 6 | 25 | 5.4 | hard 10% | 103 | 19.3 | Volatile | 22.4 | 4.68 | 3.5 | 132 | -53 | 38 | 52 | false | Rebalance | Shift +1% to bonds from equity | -14 | -23 | BrokerD | VWAP | 91 | null | null | Normal monitoring | 34 | 7 | 164 | 3 | false | Monitor dispersion and breadth |
P9851 | Active | Taxable | USD | 2025-07-27 | 2,387,508 | 152,393 | 2,235,115 | 1 | 59.5 | 31.4 | 2.8 | 6.3 | MSFT:11.3%;BRK.B:11.5%;TSLA:25.7%;QQQ:25.7%;BND:25.7% | US:63.8;EU:17.7;APAC:7.3;EM:8.3;Other:3.0 | Value:+0.7;Growth:-0.9;Quality:+0.7;Size:+0.8;Momentum:+1.0;LowVol:-0.9 | null | 8 | 30 | 4.8 | trailing 9% | 217 | 23.7 | Sideways | 21 | 3.69 | 2.8 | 133 | 51 | 83 | 47 | false | Rebalance | Shift +1% to bonds from equity | 8 | 7 | BrokerC | LMT | 90 | null | null | Normal monitoring | 119 | -28 | 97 | 5 | false | Tighten stops on momentum names |
P9852 | Cautious | Trust | USD | 2024-10-11 | 759,618 | 98,086 | 661,532 | 1 | 37 | 44.5 | 3.9 | 14.6 | QQQ:15.5%;IEF:23.0%;TSLA:22.1%;MUB:16.5%;VNQ:23.0% | US:57.6;EU:19.0;APAC:17.0;EM:3.9;Other:2.5 | Value:-0.8;Growth:-0.8;Quality:-0.3;Size:-0.1;Momentum:-0.4;LowVol:-0.7 | NoMargin | 10 | 35 | 3.5 | trailing 8% | 159 | 18.8 | Bull | 12.2 | 3.62 | 2.4 | 107 | 46 | 68 | 26 | false | Rebalance | Shift +1% to bonds from equity | 25 | -33 | BrokerB | LMT | 95 | null | null | Normal monitoring | 25 | -42 | 125 | 4 | false | Tighten stops on momentum names |
P9853 | Active | Taxable | USD | 2025-04-11 | 1,848,913 | 149,460 | 1,699,453 | 1 | 52.8 | 26.4 | 12.5 | 8.3 | GLD:18.4%;BRK.B:18.6%;MUB:14.3%;MSFT:17.5%;VTI:20.5%;QQQ:10.8% | US:71.0;EU:6.1;APAC:14.5;EM:7.1;Other:1.2 | Value:-0.9;Growth:+0.5;Quality:+0.7;Size:-0.0;Momentum:+0.2;LowVol:0.0 | NoDerivatives | 5 | 30 | 4.5 | hard 12% | 131 | 22.8 | Volatile | 22.2 | 5.01 | 3.7 | 180 | 51 | 65 | 57 | false | Hedge | Add TLT +1% as duration hedge | 23 | -11 | BrokerC | MKT | 96 | null | null | Normal monitoring | 70 | -8 | 43 | 4 | false | Increase defensive factor exposure |
P9854 | Cautious | Trust | USD | 2024-10-29 | 566,699 | 80,709 | 485,990 | 1 | 52.1 | 36.3 | 0 | 11.6 | QQQ:25.6%;MSFT:25.6%;VTI:25.6%;TSLA:23.3% | US:69.8;EU:16.4;APAC:6.1;EM:5.8;Other:2.0 | Value:+0.3;Growth:-0.1;Quality:-0.0;Size:+0.3;Momentum:-0.9;LowVol:+0.8 | ESGOnly;NoDerivatives;NoMargin | 5 | 25 | 5.7 | trailing 10% | 107 | 17.3 | Bull | 15.3 | 3.59 | 2.7 | 84 | 31 | 73 | 33 | true | Hedge | Buy index puts 1% notional | -9 | -14 | BrokerC | LMT | 88 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 43 | 19 | 91 | 4 | false | Tighten stops on momentum names |
P9855 | Active | Trust | USD | 2025-07-23 | 1,356,305 | 114,528 | 1,241,777 | 1.08 | 58.2 | 29.7 | 6 | 6.1 | HYG:35.4%;TLT:29.2%;GLD:35.4% | US:68.8;EU:15.9;APAC:7.4;EM:5.9;Other:2.0 | Value:-0.7;Growth:-0.5;Quality:-0.4;Size:-0.3;Momentum:+0.1;LowVol:+0.7 | null | 6 | 35 | 4.2 | trailing 8% | 177 | 21.7 | Sideways | 14.7 | 3.98 | 2.7 | 136 | 3 | 65 | 36 | false | Hedge | Add TLT +1% as duration hedge | 8 | -2 | BrokerA | MKT | 93 | null | null | Normal monitoring | 7 | 12 | 79 | 5 | false | Monitor dispersion and breadth |
P9856 | Opportunistic | Trust | USD | 2025-04-13 | 1,075,044 | 71,327 | 1,003,717 | 1.21 | 63.3 | 13.7 | 15.5 | 7.5 | MSFT:21.3%;AAPL:16.7%;QQQ:21.3%;GLD:15.9%;VTI:10.8%;TLT:13.9% | US:63.8;EU:10.9;APAC:14.6;EM:6.3;Other:4.4 | Value:+0.9;Growth:-0.8;Quality:-0.1;Size:-0.2;Momentum:+0.6;LowVol:+0.1 | null | 5 | 35 | 5.9 | hard 12% | 196 | 28.7 | Bear | 23.3 | 3.15 | 2.2 | 158 | -53 | 32 | 71 | true | Rebalance | Rebalance back to target bands | 24 | 5 | BrokerD | MKT | 89 | VAR>budget | Hedge | Risk above budget threshold | 15 | 6 | 80 | 3 | false | Monitor dispersion and breadth |
P9857 | Active | 401k | USD | 2024-10-27 | 2,080,405 | 220,792 | 1,859,613 | 1 | 63 | 28.8 | 0 | 8.2 | IEF:35.0%;MSFT:30.0%;VTI:35.0% | US:61.0;EU:14.3;APAC:12.2;EM:10.6;Other:1.9 | Value:+0.5;Growth:+0.5;Quality:-0.3;Size:-0.4;Momentum:-0.2;LowVol:+1.0 | MaxPos8% | 10 | 30 | 4.5 | hard 12% | 158 | 26.6 | Bull | 11.1 | 3.66 | 2.2 | 112 | 25 | 69 | 47 | false | Rebalance | Shift +1% to bonds from equity | 13 | 0 | BrokerA | MKT | 88 | null | null | Normal monitoring | 110 | -4 | 188 | 5 | false | Within IPS guidelines |
P9858 | Active | Trust | USD | 2024-12-17 | 956,020 | 58,481 | 897,539 | 1 | 52.6 | 24.9 | 15.3 | 7.2 | AMZN:25.5%;MSFT:25.5%;HYG:23.4%;TLT:25.5% | US:76.2;EU:7.6;APAC:6.0;EM:8.9;Other:1.2 | Value:+0.5;Growth:+0.5;Quality:-0.4;Size:-0.7;Momentum:-0.5;LowVol:+0.1 | MaxPos5%;NoDerivatives | 8 | 30 | 4.7 | trailing 9% | 141 | 16.7 | Bear | 33.7 | 3.08 | 2.3 | 217 | -114 | 5 | 75 | true | Hedge | Buy index puts 1% notional | 1 | -3 | BrokerC | VWAP | 100 | RegimeShift | Reduce | Volatility spike and breadth deterioration | -51 | -2 | -22 | 4 | false | Tighten stops on momentum names |
P9859 | Hands-off | Trust | USD | 2025-07-11 | 337,230 | 21,416 | 315,814 | 1 | 56.8 | 25.5 | 9.8 | 7.9 | MUB:15.8%;XLF:24.8%;TSLA:9.9%;BRK.B:24.8%;TLT:24.8% | US:69.9;EU:5.5;APAC:13.6;EM:9.2;Other:1.7 | Value:+0.2;Growth:-0.6;Quality:+0.5;Size:0.0;Momentum:+0.4;LowVol:+0.6 | MaxPos8% | 5 | 35 | 5.3 | trailing 8% | 138 | 13.3 | Volatile | 30.2 | 4.28 | 4 | 159 | -24 | 32 | 76 | true | Hedge | Buy index puts 1% notional | 21 | -36 | BrokerC | MKT | 100 | Drift>tolerance | Pause | Allocation drift beyond policy bands | 110 | 1 | 228 | 2 | false | Increase defensive factor exposure |
P9860 | Opportunistic | IRA | USD | 2024-11-13 | 517,838 | 43,277 | 474,561 | 1 | 64.7 | 16.6 | 14 | 4.6 | IEF:33.3%;VTI:33.3%;MUB:33.3% | US:63.9;EU:14.9;APAC:11.3;EM:7.4;Other:2.5 | Value:+0.9;Growth:-0.1;Quality:+0.5;Size:-0.5;Momentum:-0.6;LowVol:-0.4 | null | 7 | 30 | 5.8 | hard 12% | 201 | 31.1 | Sideways | 14.8 | 3.8 | 2.6 | 104 | 33 | 78 | 49 | false | Hedge | Add TLT +1% as duration hedge | 8 | 6 | BrokerB | LMT | 94 | null | null | Normal monitoring | 26 | -25 | 130 | 5 | false | Within IPS guidelines |
P9861 | Opportunistic | Roth | USD | 2025-07-20 | 1,527,681 | 127,791 | 1,399,890 | 1 | 72.5 | 11.3 | 8.7 | 7.4 | AMZN:25.0%;TLT:25.0%;BRK.B:25.0%;VTI:25.0% | US:72.5;EU:8.2;APAC:9.9;EM:6.5;Other:2.9 | Value:+0.3;Growth:+0.5;Quality:-0.0;Size:-0.0;Momentum:-1.0;LowVol:+0.7 | null | 7 | 25 | 6 | trailing 7% | 278 | 30.3 | Bull | 16 | 4.47 | 3.4 | 106 | 28 | 61 | 53 | false | Buy | Add to core equity +1% | -11 | -22 | BrokerD | LMT | 87 | null | null | Normal monitoring | 104 | -26 | 225 | 4 | false | Increase defensive factor exposure |
P9862 | Hands-off | Roth | USD | 2025-02-01 | 498,466 | 23,750 | 474,716 | 1 | 56.2 | 25.4 | 10.7 | 7.7 | AAPL:21.4%;MSFT:21.4%;HYG:15.6%;XLF:15.6%;IEF:11.4%;BRK.B:14.7% | US:55.9;EU:18.9;APAC:13.8;EM:8.5;Other:2.9 | Value:+0.4;Growth:-0.1;Quality:+0.8;Size:+0.8;Momentum:0.0;LowVol:+1.0 | null | 5 | 25 | 4.3 | trailing 8% | 117 | 17.5 | Volatile | 27.3 | 4.38 | 3.5 | 119 | -51 | 17 | 72 | true | Hedge | Buy index puts 1% notional | 35 | -17 | BrokerD | MKT | 99 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | -50 | -42 | 48 | 2 | false | Increase defensive factor exposure |
P9863 | Systematic | Taxable | USD | 2025-02-25 | 1,292,445 | 70,598 | 1,221,847 | 1 | 59 | 34.1 | 0 | 6.9 | MUB:33.3%;QQQ:33.3%;BND:33.3% | US:65.1;EU:14.0;APAC:6.4;EM:9.8;Other:4.7 | Value:-0.2;Growth:+0.7;Quality:-0.9;Size:0.0;Momentum:+0.5;LowVol:-0.3 | MaxPos8%;NoDerivatives | 6 | 25 | 4.7 | trailing 8% | 120 | 21.8 | Bull | 11.2 | 4.08 | 2.1 | 81 | 40 | 56 | 45 | false | Buy | Add to core equity +1% | 26 | -5 | BrokerA | MKT | 95 | null | null | Normal monitoring | 83 | 19 | 122 | 5 | false | Monitor dispersion and breadth |
P9864 | Cautious | IRA | USD | 2025-10-15 | 896,077 | 89,299 | 806,778 | 1 | 43.6 | 40.1 | 0.4 | 15.9 | GLD:20.7%;VTI:11.4%;MSFT:21.1%;QQQ:18.0%;HYG:21.1%;BND:7.6% | US:66.2;EU:13.4;APAC:9.1;EM:6.6;Other:4.7 | Value:-0.3;Growth:-0.8;Quality:-0.6;Size:-0.6;Momentum:-0.1;LowVol:-0.3 | ESGOnly;NoMargin | 7 | 30 | 4.6 | trailing 8% | 142 | 13.7 | Volatile | 31.1 | 4.42 | 2.4 | 179 | 22 | 46 | 71 | true | Reduce | Cut high-beta by 2-3%, add cash | 2 | -18 | BrokerD | MKT | 97 | VAR>budget | Reduce | Risk above budget threshold | -33 | -55 | -51 | 2 | false | Within IPS guidelines |
P9865 | Hands-off | Roth | USD | 2025-11-10 | 697,466 | 59,053 | 638,413 | 1 | 71.7 | 20.6 | 1 | 6.6 | MUB:14.4%;BRK.B:28.5%;GLD:28.5%;MSFT:28.5% | US:65.8;EU:11.7;APAC:10.6;EM:10.3;Other:1.7 | Value:-0.7;Growth:+0.3;Quality:+0.2;Size:-0.3;Momentum:-0.8;LowVol:-0.2 | ESGOnly;MaxPos6% | 8 | 30 | 4.6 | trailing 8% | 155 | 15.7 | Volatile | 26 | 5.48 | 3.6 | 149 | -23 | 47 | 65 | false | Rebalance | Shift +1% to bonds from equity | 10 | 8 | BrokerA | MKT | 91 | null | null | Normal monitoring | 60 | 19 | 129 | 4 | false | Increase defensive factor exposure |
P9866 | Cautious | Roth | USD | 2025-04-19 | 525,360 | 50,305 | 475,055 | 1 | 45 | 36.8 | 2.1 | 16 | AMZN:16.6%;BRK.B:16.9%;VNQ:22.2%;XLF:22.2%;TSLA:22.2% | US:60.6;EU:19.5;APAC:13.2;EM:5.6;Other:1.1 | Value:-1.0;Growth:+0.1;Quality:-0.1;Size:+0.8;Momentum:-0.7;LowVol:+0.9 | NoMargin | 10 | 25 | 4.1 | trailing 8% | 102 | 13.5 | Volatile | 22.9 | 3.69 | 3.5 | 142 | -28 | 23 | 47 | false | Buy | Add to core equity +1% | -10 | -12 | BrokerC | VWAP | 92 | null | null | Normal monitoring | -12 | -50 | -42 | 5 | false | Tax-aware sells next window |
P9867 | Opportunistic | Trust | USD | 2025-10-20 | 1,023,282 | 62,933 | 960,349 | 1 | 76.4 | 17.4 | 0 | 6.2 | XLF:20.9%;HYG:11.8%;AMZN:10.6%;MUB:20.9%;QQQ:18.5%;TSLA:17.1% | US:73.2;EU:7.7;APAC:13.4;EM:4.3;Other:1.4 | Value:+0.1;Growth:+0.5;Quality:+0.5;Size:+0.2;Momentum:+0.7;LowVol:+0.8 | null | 5 | 25 | 4.2 | trailing 7% | 278 | 22.7 | Volatile | 25.9 | 4.92 | 4.4 | 112 | 70 | 82 | 80 | true | Hedge | Buy index puts 1% notional | -14 | 9 | BrokerA | LMT | 87 | Drift>tolerance | TightenStops | Allocation drift beyond policy bands | 37 | -11 | 19 | 5 | false | Tax-aware sells next window |
P9868 | Active | Taxable | USD | 2025-11-06 | 2,154,244 | 145,452 | 2,008,792 | 1 | 52 | 21.4 | 21.1 | 5.4 | VNQ:25.9%;GLD:25.9%;BND:22.3%;TLT:25.9% | US:57.5;EU:15.3;APAC:9.7;EM:12.2;Other:5.3 | Value:+0.6;Growth:-0.9;Quality:-0.3;Size:+0.2;Momentum:-0.2;LowVol:+0.5 | null | 10 | 25 | 5.1 | trailing 9% | 218 | 22.2 | Bear | 31.2 | 3.57 | 2.6 | 193 | 13 | 42 | 68 | false | Rebalance | Shift +1% to bonds from equity | -2 | -24 | BrokerC | LMT | 89 | null | null | Normal monitoring | -13 | -15 | -3 | 4 | false | Tighten stops on momentum names |
P9869 | Active | Taxable | USD | 2025-01-09 | 1,343,719 | 140,019 | 1,203,700 | 1 | 55.3 | 25.6 | 11.5 | 7.6 | QQQ:18.6%;IEF:17.3%;VTI:19.0%;HYG:14.2%;VOO:8.7%;TLT:22.3% | US:75.4;EU:11.2;APAC:5.7;EM:6.3;Other:1.4 | Value:-1.0;Growth:+0.8;Quality:-0.4;Size:-0.1;Momentum:+0.9;LowVol:-0.2 | MaxPos6% | 6 | 35 | 5.4 | trailing 8% | 222 | 19.6 | Bull | 11.1 | 4.38 | 2.2 | 77 | 103 | 90 | 28 | false | NoAction | Within bands; monitor | 7 | -1 | BrokerA | LMT | 90 | null | null | Normal monitoring | -34 | -18 | -23 | 4 | false | Increase defensive factor exposure |
P9870 | Cautious | 401k | USD | 2025-07-11 | 704,160 | 87,637 | 616,523 | 1 | 46.5 | 36.2 | 4.6 | 12.7 | MUB:33.3%;MSFT:33.3%;VTI:33.3% | US:69.0;EU:12.0;APAC:10.2;EM:5.0;Other:3.7 | Value:+0.8;Growth:+0.6;Quality:+0.8;Size:-1.0;Momentum:-0.0;LowVol:+0.8 | MaxPos5%;NoMargin | 5 | 30 | 5.2 | trailing 8% | 121 | 18.4 | Volatile | 21.8 | 5.41 | 4.2 | 125 | -41 | 14 | 49 | false | Buy | Add to core equity +1% | 6 | -16 | BrokerB | MKT | 90 | null | null | Normal monitoring | -33 | -46 | 61 | 5 | false | Tax-aware sells next window |
P9871 | Opportunistic | 401k | USD | 2025-11-18 | 595,677 | 25,684 | 569,993 | 1 | 75.5 | 13.5 | 6.3 | 4.8 | AMZN:24.7%;GLD:14.7%;BRK.B:11.1%;XLF:24.7%;VOO:24.7% | US:78.3;EU:6.6;APAC:7.6;EM:5.5;Other:2.0 | Value:+0.5;Growth:+0.1;Quality:-1.0;Size:-0.1;Momentum:-0.5;LowVol:-0.1 | null | 10 | 25 | 4.6 | trailing 7% | 178 | 21.5 | Sideways | 19.8 | 4.34 | 2.5 | 104 | 39 | 79 | 74 | false | Sell | Trim extended winner -1% | -4 | -40 | BrokerB | MKT | 95 | null | null | Normal monitoring | 52 | -30 | 149 | 4 | false | Within IPS guidelines |
P9872 | Cautious | IRA | USD | 2025-04-06 | 680,093 | 93,369 | 586,724 | 1 | 49 | 32.9 | 2 | 16.1 | TSLA:22.9%;GLD:19.4%;HYG:18.3%;QQQ:16.4%;TLT:22.9% | US:69.2;EU:17.6;APAC:7.7;EM:4.0;Other:1.5 | Value:+0.6;Growth:+0.3;Quality:-0.2;Size:+0.7;Momentum:+1.0;LowVol:+0.7 | MaxPos7%;NoMargin | 5 | 35 | 4.7 | trailing 8% | 134 | 16.6 | Bear | 26.5 | 3.29 | 1 | 138 | -51 | 15 | 55 | false | Sell | Trim extended winner -1% | 0 | -5 | BrokerC | VWAP | 97 | null | null | Normal monitoring | 57 | -33 | 178 | 5 | false | Monitor dispersion and breadth |
P9873 | Systematic | Roth | USD | 2025-04-15 | 1,327,900 | 83,482 | 1,244,418 | 1 | 60.1 | 27.7 | 4.1 | 8.1 | VOO:14.2%;TLT:28.6%;VTI:28.6%;IEF:28.6% | US:66.9;EU:13.4;APAC:13.2;EM:4.1;Other:2.4 | Value:+0.1;Growth:+0.3;Quality:-0.5;Size:+0.6;Momentum:-0.7;LowVol:+0.2 | NoDerivatives | 7 | 35 | 5.1 | hard 12% | 123 | 23.9 | Bear | 34.4 | 3.08 | 2.7 | 183 | -29 | 48 | 86 | true | Rebalance | Rebalance back to target bands | -7 | -13 | BrokerB | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 88 | -5 | 199 | 4 | false | Increase defensive factor exposure |
P9874 | Opportunistic | Taxable | USD | 2024-10-19 | 1,064,596 | 44,696 | 1,019,900 | 1 | 71.5 | 15.6 | 5.7 | 7.2 | VNQ:33.3%;AAPL:33.3%;VTI:33.3% | US:61.3;EU:17.0;APAC:9.6;EM:9.7;Other:2.3 | Value:-0.5;Growth:-0.6;Quality:-1.0;Size:+0.5;Momentum:+1.0;LowVol:-0.3 | MaxPos5%;NoDerivatives | 7 | 25 | 7 | trailing 7% | 263 | 29.9 | Bull | 17.4 | 4.31 | 2 | 84 | 108 | 93 | 67 | false | Rebalance | Shift +1% to bonds from equity | 5 | 12 | BrokerA | MKT | 90 | null | null | Normal monitoring | 46 | 11 | 64 | 5 | false | Tax-aware sells next window |
P9875 | Active | Taxable | USD | 2025-06-06 | 2,330,587 | 174,259 | 2,156,328 | 1 | 64.7 | 24.5 | 5.2 | 5.6 | BRK.B:23.7%;MSFT:15.0%;MUB:20.2%;HYG:17.4%;GLD:23.7% | US:56.7;EU:18.6;APAC:9.6;EM:9.8;Other:5.3 | Value:-0.3;Growth:-0.0;Quality:0.0;Size:-0.5;Momentum:+0.3;LowVol:+0.5 | NoDerivatives | 6 | 25 | 4.6 | trailing 9% | 209 | 17.5 | Bull | 11.4 | 4.1 | 2.4 | 71 | 103 | 100 | 35 | false | Hedge | Add TLT +1% as duration hedge | 33 | -25 | BrokerB | LMT | 97 | null | null | Normal monitoring | -26 | 14 | -57 | 5 | false | Within IPS guidelines |
P9876 | Hands-off | Roth | USD | 2025-02-21 | 521,309 | 38,787 | 482,522 | 1 | 69.7 | 17.9 | 6.7 | 5.6 | MUB:25.5%;VOO:37.2%;VTI:37.2% | US:68.3;EU:16.0;APAC:7.1;EM:6.3;Other:2.2 | Value:+0.7;Growth:+0.3;Quality:-0.7;Size:-0.6;Momentum:-0.9;LowVol:-0.1 | null | 5 | 30 | 3.1 | trailing 8% | 136 | 19 | Bull | 12.9 | 4.94 | 2.6 | 104 | 8 | 42 | 42 | false | Buy | Add to core equity +1% | 35 | -2 | BrokerB | LMT | 86 | null | null | Normal monitoring | 118 | -14 | 188 | 4 | false | Monitor dispersion and breadth |
P9877 | Hands-off | 401k | USD | 2025-11-19 | 474,780 | 21,678 | 453,102 | 1 | 60.4 | 27.4 | 4.5 | 7.6 | AAPL:28.4%;TSLA:28.4%;GLD:14.7%;MSFT:28.4% | US:73.6;EU:7.0;APAC:8.5;EM:10.5;Other:0.5 | Value:-0.3;Growth:+0.9;Quality:-0.3;Size:-0.3;Momentum:0.0;LowVol:-0.8 | ESGOnly;NoDerivatives | 10 | 35 | 6 | trailing 8% | 132 | 14.2 | Bear | 29.3 | 4.06 | 1.4 | 180 | -33 | 37 | 72 | true | Rebalance | Rebalance back to target bands | -5 | 5 | BrokerA | MKT | 93 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 111 | -43 | 177 | 4 | false | Increase defensive factor exposure |
P9878 | Systematic | Trust | USD | 2024-08-23 | 1,872,760 | 108,105 | 1,764,655 | 1 | 60.7 | 30.7 | 0 | 8.6 | XLF:10.9%;BRK.B:21.5%;QQQ:19.2%;MUB:21.5%;TLT:7.2%;AAPL:19.7% | US:68.4;EU:16.8;APAC:6.0;EM:8.8;Other:0.0 | Value:0.0;Growth:-0.4;Quality:+0.7;Size:+0.9;Momentum:+0.5;LowVol:+0.8 | null | 6 | 30 | 5.6 | trailing 8% | 197 | 23.2 | Bull | 17.1 | 4.7 | 2.4 | 111 | 61 | 84 | 50 | false | Rebalance | Shift +1% to bonds from equity | -1 | -31 | BrokerB | MKT | 94 | null | null | Normal monitoring | 93 | -28 | 126 | 4 | false | Monitor dispersion and breadth |
P9879 | Hands-off | Taxable | USD | 2025-01-16 | 365,960 | 33,165 | 332,795 | 1 | 66.6 | 24.6 | 0 | 8.8 | GLD:25.1%;TLT:14.0%;BND:25.1%;TSLA:20.2%;BRK.B:15.5% | US:65.5;EU:16.0;APAC:10.5;EM:3.7;Other:4.3 | Value:+0.5;Growth:-0.0;Quality:-0.1;Size:+0.6;Momentum:-0.5;LowVol:-0.0 | null | 7 | 25 | 5.3 | trailing 8% | 130 | 14.8 | Volatile | 22 | 5.43 | 2.4 | 166 | 53 | 76 | 56 | false | Sell | Trim extended winner -1% | -2 | -31 | BrokerD | MKT | 93 | null | null | Normal monitoring | 8 | -14 | 15 | 3 | false | Within IPS guidelines |
P9880 | Active | Taxable | USD | 2024-12-06 | 1,749,929 | 121,404 | 1,628,525 | 1 | 54.5 | 28.7 | 9.3 | 7.5 | BND:33.3%;VNQ:33.3%;VOO:33.3% | US:63.3;EU:17.6;APAC:11.6;EM:6.9;Other:0.6 | Value:+0.8;Growth:0.0;Quality:-0.2;Size:+0.2;Momentum:-0.4;LowVol:-0.2 | NoDerivatives | 6 | 35 | 5.5 | hard 12% | 141 | 20.9 | Volatile | 31.9 | 4.42 | 4.4 | 149 | -19 | 45 | 83 | true | Reduce | Cut high-beta by 2-3%, add cash | 30 | -5 | BrokerA | MKT | 86 | VAR>budget | Reduce | Risk above budget threshold | -2 | -41 | 56 | 5 | false | Increase defensive factor exposure |
P9881 | Cautious | IRA | USD | 2025-05-23 | 206,880 | 19,853 | 187,027 | 1 | 50 | 35.8 | 0 | 14.2 | AMZN:21.8%;TSLA:15.3%;VOO:21.8%;QQQ:19.2%;HYG:21.8% | US:69.3;EU:14.7;APAC:7.6;EM:6.6;Other:1.7 | Value:-0.9;Growth:+0.3;Quality:-0.4;Size:+0.2;Momentum:-0.7;LowVol:+0.9 | ESGOnly;NoMargin | 7 | 35 | 4.3 | trailing 8% | 115 | 15.9 | Volatile | 20.2 | 4.72 | 3.1 | 141 | 28 | 53 | 56 | false | Buy | Add to core equity +1% | -3 | -3 | BrokerD | VWAP | 91 | null | null | Normal monitoring | 39 | 4 | 160 | 3 | false | Increase defensive factor exposure |
P9882 | Active | 401k | USD | 2025-08-11 | 1,521,005 | 127,186 | 1,393,819 | 1 | 67.7 | 25.4 | 0.8 | 6.1 | BND:33.3%;XLF:33.3%;AMZN:33.3% | US:64.9;EU:8.3;APAC:13.4;EM:8.9;Other:4.5 | Value:-0.5;Growth:-0.6;Quality:-0.7;Size:-0.1;Momentum:+0.1;LowVol:+0.7 | null | 7 | 25 | 4.2 | trailing 8% | 144 | 20.8 | Sideways | 15.9 | 4.59 | 2.4 | 118 | -27 | 21 | 44 | true | Hedge | Buy index puts 1% notional | 22 | 10 | BrokerC | MKT | 98 | RegimeShift | Reduce | Volatility spike and breadth deterioration | 88 | -2 | 200 | 4 | false | Tighten stops on momentum names |
P9883 | Systematic | 401k | USD | 2024-12-21 | 1,261,039 | 110,740 | 1,150,299 | 1 | 67.9 | 22.4 | 0 | 9.7 | VNQ:23.6%;GLD:23.6%;MSFT:23.6%;IEF:10.7%;VOO:18.5% | US:65.2;EU:15.9;APAC:6.8;EM:8.9;Other:3.2 | Value:-0.9;Growth:-1.0;Quality:-0.3;Size:0.0;Momentum:-0.6;LowVol:-0.8 | MaxPos6% | 7 | 25 | 4.3 | hard 12% | 125 | 26.8 | Bull | 13 | 3.55 | 3.3 | 108 | 24 | 62 | 45 | false | Rebalance | Shift +1% to bonds from equity | 24 | 12 | BrokerA | LMT | 98 | null | null | Normal monitoring | 46 | -1 | 42 | 3 | false | Monitor dispersion and breadth |
P9884 | Cautious | 401k | USD | 2025-09-14 | 389,825 | 55,813 | 334,012 | 1 | 48.9 | 39.7 | 0 | 11.5 | HYG:33.3%;IEF:33.3%;AAPL:33.3% | US:64.0;EU:16.3;APAC:6.6;EM:11.4;Other:1.7 | Value:-1.0;Growth:-0.6;Quality:+0.4;Size:+0.4;Momentum:-0.5;LowVol:-0.6 | NoMargin | 6 | 35 | 5.8 | trailing 8% | 150 | 15.1 | Volatile | 31.5 | 4.35 | 4 | 175 | 42 | 64 | 77 | true | Hedge | Buy index puts 1% notional | 12 | 8 | BrokerA | LMT | 97 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 8 | 6 | 115 | 4 | false | Increase defensive factor exposure |
P9885 | Cautious | Roth | USD | 2025-01-06 | 423,722 | 38,157 | 385,565 | 1 | 49.3 | 35.6 | 0 | 15.1 | VNQ:9.1%;MSFT:20.6%;HYG:14.9%;IEF:19.7%;VTI:20.6%;XLF:15.1% | US:73.4;EU:4.7;APAC:13.0;EM:8.9;Other:0.0 | Value:+0.4;Growth:-0.8;Quality:-0.5;Size:-0.2;Momentum:-0.4;LowVol:+0.4 | ESGOnly;NoMargin | 10 | 35 | 3.4 | trailing 10% | 109 | 16.8 | Bear | 31.4 | 3.47 | 1.9 | 147 | 27 | 75 | 64 | false | Hedge | Add TLT +1% as duration hedge | 9 | -16 | BrokerD | LMT | 98 | null | null | Normal monitoring | 1 | -56 | 8 | 5 | false | Monitor dispersion and breadth |
P9886 | Cautious | Roth | USD | 2025-08-04 | 453,836 | 38,426 | 415,410 | 1 | 40.2 | 37.6 | 8 | 14.2 | VNQ:23.5%;AAPL:9.5%;BND:23.5%;BRK.B:23.5%;HYG:20.0% | US:74.0;EU:7.9;APAC:13.7;EM:2.8;Other:1.7 | Value:-0.9;Growth:+0.4;Quality:-0.2;Size:+0.5;Momentum:-0.5;LowVol:+0.3 | NoDerivatives;NoMargin | 5 | 25 | 5.3 | trailing 10% | 149 | 12.4 | Bear | 22.2 | 3.68 | 2.9 | 131 | 19 | 66 | 39 | false | Hedge | Add TLT +1% as duration hedge | 19 | -7 | BrokerA | MKT | 88 | null | null | Normal monitoring | 119 | -24 | 204 | 3 | false | Tighten stops on momentum names |
P9887 | Active | Taxable | USD | 2025-05-30 | 636,273 | 46,412 | 589,861 | 1.19 | 62.3 | 27 | 4.7 | 6 | BRK.B:15.5%;VTI:17.0%;QQQ:25.1%;IEF:17.2%;MSFT:25.1% | US:61.2;EU:13.8;APAC:14.0;EM:9.0;Other:2.0 | Value:-0.4;Growth:-0.0;Quality:+0.3;Size:+1.0;Momentum:0.0;LowVol:-0.2 | null | 10 | 25 | 5.3 | trailing 9% | 208 | 22.9 | Bull | 17.6 | 3.68 | 3.3 | 81 | 22 | 71 | 45 | false | Rebalance | Shift +1% to bonds from equity | 33 | -25 | BrokerD | LMT | 99 | null | null | Normal monitoring | 45 | -6 | 129 | 4 | false | Tighten stops on momentum names |
P9888 | Opportunistic | Taxable | USD | 2025-06-06 | 1,077,408 | 66,568 | 1,010,840 | 1.23 | 63.5 | 12.2 | 18.9 | 5.4 | XLF:18.3%;VOO:27.2%;AMZN:27.2%;VNQ:27.2% | US:75.2;EU:9.3;APAC:7.8;EM:5.9;Other:1.8 | Value:-0.9;Growth:+0.6;Quality:+0.3;Size:-0.2;Momentum:+0.3;LowVol:+0.9 | null | 7 | 25 | 4.1 | hard 12% | 170 | 28.3 | Bear | 26.3 | 3.62 | 1.5 | 219 | 38 | 72 | 63 | false | Sell | Trim extended winner -1% | 23 | 9 | BrokerB | LMT | 97 | null | null | Normal monitoring | -21 | 3 | -34 | 5 | false | Tax-aware sells next window |
P9889 | Hands-off | IRA | USD | 2025-04-22 | 534,123 | 37,364 | 496,759 | 1 | 55.6 | 18.2 | 18.5 | 7.6 | AMZN:36.6%;AAPL:36.6%;VOO:26.9% | US:68.1;EU:13.4;APAC:6.0;EM:8.2;Other:4.4 | Value:+1.0;Growth:+0.6;Quality:+0.9;Size:-0.8;Momentum:-0.4;LowVol:-0.7 | ESGOnly | 8 | 35 | 3.6 | hard 10% | 114 | 19.2 | Bear | 32.1 | 3.79 | 2.8 | 204 | -95 | 11 | 67 | false | Hedge | Add TLT +1% as duration hedge | 0 | -27 | BrokerD | MKT | 92 | null | null | Normal monitoring | 49 | -26 | 78 | 4 | false | Tax-aware sells next window |
P9890 | Opportunistic | Trust | USD | 2025-07-05 | 1,264,050 | 41,615 | 1,222,435 | 1 | 75.2 | 13.2 | 3 | 8.7 | BRK.B:22.4%;VTI:22.4%;MUB:20.1%;TSLA:7.4%;IEF:10.3%;QQQ:17.4% | US:68.7;EU:7.5;APAC:11.8;EM:7.1;Other:5.0 | Value:+0.8;Growth:+0.4;Quality:0.0;Size:-0.8;Momentum:-0.9;LowVol:-0.9 | null | 5 | 25 | 6.6 | trailing 9% | 216 | 32.2 | Bull | 15.7 | 4.04 | 3.2 | 91 | 79 | 97 | 54 | false | Sell | Trim extended winner -1% | 35 | 3 | BrokerB | MKT | 90 | null | null | Normal monitoring | 63 | -38 | 129 | 5 | false | Within IPS guidelines |
P9891 | Systematic | Roth | USD | 2024-12-22 | 1,613,875 | 81,013 | 1,532,862 | 1 | 57.8 | 27.6 | 6.4 | 8.1 | MSFT:25.0%;VTI:25.0%;AMZN:25.0%;HYG:25.0% | US:68.4;EU:11.6;APAC:11.2;EM:4.8;Other:3.9 | Value:+0.4;Growth:-1.0;Quality:+0.3;Size:+0.3;Momentum:+0.8;LowVol:+0.9 | MaxPos6% | 5 | 25 | 5.1 | hard 12% | 162 | 25 | Bull | 11.7 | 4.34 | 2.1 | 109 | 52 | 80 | 28 | true | Reduce | Cut high-beta by 2-3%, add cash | 8 | 6 | BrokerA | MKT | 89 | VAR>budget | Hedge | Risk above budget threshold | -20 | -58 | 52 | 4 | true | Within IPS guidelines |
P9892 | Active | Trust | USD | 2025-02-09 | 1,637,926 | 177,124 | 1,460,802 | 1 | 55.7 | 27.4 | 7.4 | 9.5 | AAPL:19.6%;GLD:19.8%;MUB:6.2%;XLF:19.6%;VNQ:20.0%;BRK.B:14.7% | US:64.8;EU:19.1;APAC:8.7;EM:4.9;Other:2.5 | Value:-0.3;Growth:+0.8;Quality:-0.8;Size:-0.6;Momentum:-0.1;LowVol:+0.3 | null | 10 | 25 | 5.6 | trailing 8% | 132 | 22.3 | Bull | 13.7 | 4.31 | 2.1 | 70 | 92 | 91 | 31 | true | Rebalance | Rebalance back to target bands | 11 | 6 | BrokerA | MKT | 95 | Drift>tolerance | Reduce | Allocation drift beyond policy bands | 51 | 11 | 157 | 3 | false | Tax-aware sells next window |
P9893 | Opportunistic | Roth | USD | 2025-04-19 | 1,406,270 | 87,199 | 1,319,071 | 1.15 | 62 | 21.4 | 11.8 | 4.9 | IEF:35.2%;XLF:35.2%;MUB:29.5% | US:60.6;EU:14.5;APAC:12.1;EM:12.8;Other:0.0 | Value:+0.2;Growth:-0.5;Quality:+0.1;Size:-1.0;Momentum:-0.2;LowVol:+0.2 | null | 5 | 35 | 5.6 | trailing 9% | 201 | 20 | Bull | 13.5 | 4.52 | 2.3 | 85 | 106 | 100 | 43 | false | Rebalance | Shift +1% to bonds from equity | -2 | 5 | BrokerB | MKT | 90 | null | null | Normal monitoring | -53 | 20 | -7 | 3 | false | Tighten stops on momentum names |
P9894 | Cautious | Taxable | USD | 2025-05-29 | 314,310 | 37,417 | 276,893 | 1 | 53.5 | 32.5 | 1.4 | 12.6 | BRK.B:9.1%;BND:17.1%;MUB:15.9%;TSLA:21.4%;GLD:21.4%;TLT:15.1% | US:66.5;EU:6.3;APAC:18.0;EM:6.4;Other:2.8 | Value:+0.1;Growth:+0.8;Quality:-0.5;Size:-0.8;Momentum:-0.5;LowVol:-0.2 | ESGOnly;MaxPos7%;NoMargin | 6 | 30 | 3.9 | trailing 8% | 96 | 14.6 | Bear | 29.7 | 4.24 | 1.2 | 168 | -10 | 31 | 72 | true | Rebalance | Rebalance back to target bands | 8 | 4 | BrokerA | LMT | 97 | VAR>budget | TightenStops | Risk above budget threshold | -10 | -11 | -41 | 5 | false | Monitor dispersion and breadth |
P9895 | Active | 401k | USD | 2025-09-18 | 587,236 | 43,458 | 543,778 | 1 | 53.8 | 25.9 | 13.9 | 6.4 | HYG:20.6%;TLT:15.3%;TSLA:19.8%;BND:18.1%;MUB:13.4%;AMZN:12.8% | US:63.6;EU:13.1;APAC:7.7;EM:12.0;Other:3.6 | Value:+0.6;Growth:-0.3;Quality:-0.4;Size:+0.8;Momentum:-0.1;LowVol:+1.0 | null | 7 | 25 | 4.4 | hard 12% | 157 | 21.9 | Bull | 11.9 | 4.75 | 3.1 | 109 | 14 | 48 | 46 | false | Sell | Trim extended winner -1% | 29 | -17 | BrokerC | MKT | 97 | null | null | Normal monitoring | -24 | -49 | 23 | 3 | false | Within IPS guidelines |
P9896 | Hands-off | Roth | USD | 2024-08-24 | 800,065 | 76,432 | 723,633 | 1 | 64.6 | 19.3 | 6.5 | 9.6 | QQQ:16.3%;VNQ:22.0%;HYG:15.9%;BND:9.0%;XLF:22.0%;VTI:14.8% | US:68.6;EU:14.9;APAC:12.2;EM:2.9;Other:1.4 | Value:-0.2;Growth:-0.5;Quality:+0.5;Size:+0.1;Momentum:-0.1;LowVol:-0.1 | MaxPos7% | 7 | 30 | 4.6 | trailing 8% | 109 | 16.3 | Bear | 29.9 | 3.49 | 1.3 | 132 | 33 | 53 | 82 | true | Hedge | Buy index puts 1% notional | 19 | -12 | BrokerD | VWAP | 95 | Drift>tolerance | Hedge | Allocation drift beyond policy bands | -52 | -45 | 73 | 4 | false | Increase defensive factor exposure |
P9897 | Opportunistic | 401k | USD | 2025-04-05 | 1,211,702 | 76,975 | 1,134,727 | 1 | 60.7 | 11.2 | 19.8 | 8.4 | AMZN:33.3%;BND:33.3%;TLT:33.3% | US:67.9;EU:6.3;APAC:14.5;EM:9.6;Other:1.7 | Value:-0.5;Growth:+1.0;Quality:-0.4;Size:-0.7;Momentum:-0.9;LowVol:-0.3 | NoDerivatives | 10 | 30 | 5.3 | trailing 9% | 171 | 26.8 | Sideways | 20.1 | 3.64 | 2.8 | 105 | -15 | 39 | 49 | false | Rebalance | Shift +1% to bonds from equity | 28 | -2 | BrokerD | LMT | 93 | null | null | Normal monitoring | 73 | 1 | 46 | 3 | false | Tighten stops on momentum names |
P9898 | Cautious | 401k | USD | 2025-06-17 | 379,913 | 59,673 | 320,240 | 1 | 41.2 | 32.7 | 14.2 | 11.9 | MSFT:25.0%;TSLA:25.0%;BND:25.0%;QQQ:25.0% | US:73.1;EU:13.5;APAC:7.1;EM:4.1;Other:2.3 | Value:-0.7;Growth:-0.4;Quality:-0.1;Size:+0.3;Momentum:+0.6;LowVol:-0.2 | NoDerivatives;NoMargin | 5 | 35 | 4 | hard 10% | 94 | 19.9 | Bull | 17.8 | 4.05 | 3 | 98 | 36 | 76 | 35 | true | Reduce | Cut high-beta by 2-3%, add cash | -7 | 6 | BrokerA | LMT | 86 | VAR>budget | Reduce | Risk above budget threshold | -56 | 1 | -72 | 5 | false | Within IPS guidelines |
P9899 | Hands-off | Taxable | USD | 2025-04-16 | 509,978 | 37,862 | 472,116 | 1 | 64.4 | 27.9 | 0 | 7.7 | VTI:33.3%;QQQ:33.3%;XLF:33.3% | US:78.3;EU:7.3;APAC:5.9;EM:7.3;Other:1.3 | Value:+0.2;Growth:-0.3;Quality:-0.3;Size:-0.3;Momentum:+0.2;LowVol:-0.6 | null | 10 | 30 | 5.9 | trailing 10% | 157 | 17.1 | Sideways | 18.1 | 3.88 | 2.9 | 116 | 59 | 66 | 50 | false | Hedge | Add TLT +1% as duration hedge | -9 | -28 | BrokerD | LMT | 91 | null | null | Normal monitoring | 48 | 5 | 39 | 5 | false | Increase defensive factor exposure |
P9900 | Cautious | Trust | USD | 2024-11-01 | 348,733 | 28,131 | 320,602 | 1 | 40.2 | 40.3 | 5.6 | 13.8 | IEF:28.8%;AAPL:28.8%;GLD:26.6%;AMZN:15.8% | US:67.5;EU:18.2;APAC:5.4;EM:6.5;Other:2.3 | Value:+1.0;Growth:+0.9;Quality:-0.2;Size:-0.9;Momentum:+0.3;LowVol:-0.9 | ESGOnly;NoMargin | 8 | 30 | 5.6 | hard 10% | 122 | 14 | Volatile | 28.6 | 3.51 | 2.3 | 111 | 47 | 70 | 69 | false | Rebalance | Shift +1% to bonds from equity | -3 | 9 | BrokerB | MKT | 88 | null | null | Normal monitoring | 17 | 5 | 110 | 5 | false | Within IPS guidelines |
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