Retirement Income — Growth of Income

IncomeIncome Models

60% Equity / 34% Fixed Income · Hybrid implementation · Last reviewed 2026-02-14

ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Diversified Income Composite

AI insights

Generate a briefing on positioning, performance, and risk for Retirement Income — Growth of Income.

Implemented AUM

$22.9M

Across this model

Books & households

Live implementations

Avg. drift

2.8%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Cross-book implementation health for this model

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

Where this model is implemented

Account	AUM	Custodian	Drift	Status
Vance Legacy Rebalanced 2026-06-13	$3.6M	LPL	1.4%	Rebalance due
Whitmore Household Rebalanced 2026-04-12	$5.8M	Fidelity	5.9%	Rebalance due
Vance Legacy Rebalanced 2026-01-12	$7.7M	Raymond James	3.1%	Rebalance due
Chen Education Fund Rebalanced 2026-02-17	$5.8M	LPL	0.9%	On track

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$2.7M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.4M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$2.3M 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

Rebalance due

Roll-up across books

Prototype — connected custodian feeds are illustrative.