Retirement Income — Diversified Income

IncomeIncome Models

40% Equity / 52% Fixed Income · Hybrid implementation · Last reviewed 2026-06-12

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ActiveConstruction v16Jan 2016 – Jul 2026Benchmark: Diversified Income Composite

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Implemented AUM

$9.4M

Across this model

Books & households

Live implementations

Avg. drift

2.0%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Status

Cross-book implementation health for this model

All implementations

Rebalance dueLast rebalance 2026-07-14 · Next window 2026-08-12

Books & households

Where this model is implemented

Account	AUM	Custodian	Drift	Status
Chen Education Fund Rebalanced 2026-06-11	$3.8M	Raymond James	1.6%	Rebalance due
Nguyen Profit-Share Rebalanced 2026-01-16	$5.6M	Pershing	2.4%	Rebalance due

Account

AUM

Custodian

Drift

Status

Chen Education Fund

Rebalanced 2026-06-11

$3.8M

Raymond James

1.6%

Rebalance due

Nguyen Profit-Share

Rebalanced 2026-01-16

$5.6M

Pershing

2.4%

Rebalance due

Custodian and rebalance status are illustrative.

Trade execution history

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$1.1M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$0.6M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$0.9M 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

Across this model's books

Implementation status

Rebalance due

Roll-up across books

Prototype — connected custodian feeds are illustrative.