Dynamic Allocation — High Growth

DynamicDynamic Allocation

85% Equity / 8% Fixed Income · Blend ETF implementation · Last reviewed 2026-03-18

ActiveConstruction v10Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite

AI insights

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Implemented AUM

$26.7M

Across this model

Books & households

Live implementations

Avg. drift

2.6%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Cross-book implementation health for this model

On trackLast rebalance 2026-07-14 · Next window 2026-08-12

Where this model is implemented

Account	AUM	Custodian	Drift	Status
Chen Education Fund Rebalanced 2026-02-12	$2.0M	Raymond James	0.8%	On track
Patel Joint Rebalanced 2026-01-11	$8.4M	Pershing	3.5%	Drift detected
Ashford Family Trust Rebalanced 2026-05-18	$2.1M	Schwab	1.5%	On track
Vance Legacy Rebalanced 2026-01-12	$7.5M	Fidelity	3.1%	Drift detected
Okafor Retirement Rebalanced 2026-05-14	$5.4M	Raymond James	1.4%	On track
Okafor Retirement Rebalanced 2026-03-16	$1.3M	Pershing	5.5%	Drift detected

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$3.2M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.6M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$2.7M 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

On track

Roll-up across books

Prototype — connected custodian feeds are illustrative.