Equity Building Block — International Core
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-03-18
AI insights
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Implemented AUM
$16.3M
Across this model
Books & households
3
Live implementations
Avg. drift
1.0%
Off target equity weight
Next rebalance
Aug 12
Q3 window
Status
Cross-book implementation health for this model
Books & households
Where this model is implemented
| Account | AUM | Custodian | Drift | Status |
|---|---|---|---|---|
Ashford Family Trust Rebalanced 2026-04-14 | $8.2M | Raymond James | 0.1% | On track |
Delgado Taxable Rebalanced 2026-04-14 | $4.3M | Schwab | 0.6% | On track |
Delgado Taxable Rebalanced 2026-03-17 | $3.8M | Schwab | 2.3% | Rebalance due |
Custodian and rebalance status are illustrative.
Trade execution history
Recent and scheduled rebalance activity
Quarterly rebalance
2026-07-14US Large-Cap Growth, Core Bond
$2.0M notionalExecutedTactical tilt
2026-04-09International Core Equity
$1.0M notionalExecutedQ3 rebalance (scheduled)
2026-08-12Pending sleeve review
$1.6M notionalScheduled
Automated updates flow from the model construction version.
Connected implementation
Automated updates keep books in sync with model construction changes
Auto-sync
Enabled
Construction v-current pushes on next rebalance
Custodians connected
2
Across this model's books
Implementation status
Rebalance due
Roll-up across books
Prototype — connected custodian feeds are illustrative.