Dynamic Allocation — Growth Tilt

DynamicDynamic Allocation

65% Equity / 27% Fixed Income · Blend ETF implementation · Last reviewed 2026-01-16

ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite

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Implemented AUM

$33.4M

Across this model

Books & households

Live implementations

Avg. drift

3.4%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Cross-book implementation health for this model

Drift detectedLast rebalance 2026-07-14 · Next window 2026-08-12

Where this model is implemented

Account	AUM	Custodian	Drift	Status
Patel Joint Rebalanced 2026-01-16	$6.1M	Pershing	4.6%	Drift detected
Patel Joint Rebalanced 2026-02-15	$5.9M	Raymond James	2.2%	On track
Chen Education Fund Rebalanced 2026-03-14	$9.6M	Schwab	3.0%	Drift detected
Vance Legacy Rebalanced 2026-04-11	$4.7M	LPL	3.7%	Drift detected
Vance Legacy Rebalanced 2026-06-18	$3.5M	Schwab	1.5%	On track
Nguyen Profit-Share Rebalanced 2026-03-18	$3.6M	Fidelity	5.6%	Drift detected

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$4.0M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$2.0M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$3.3M notionalScheduled

Automated updates flow from the model construction version.

Automated updates keep books in sync with model construction changes

Auto-sync

Enabled

Construction v-current pushes on next rebalance

Custodians connected

Across this model's books

Implementation status

Drift detected

Roll-up across books

Prototype — connected custodian feeds are illustrative.