Low Duration — Stability

Low DurationLow Duration

10% Equity / 80% Fixed Income · Blend implementation · Last reviewed 2026-04-13

ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index

AI insights

Generate a briefing on positioning, performance, and risk for Low Duration — Stability.

Implemented AUM

$21.4M

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

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

Where this model is implemented

Account	AUM	Custodian	Drift	Status
Patel Joint Rebalanced 2026-04-12	$1.4M	Fidelity	3.6%	Drift detected
Bauer Charitable Rebalanced 2026-01-12	$2.2M	Raymond James	3.0%	Drift detected
Chen Education Fund Rebalanced 2026-04-18	$9.6M	Pershing	2.2%	On track
Whitmore Household Rebalanced 2026-02-18	$8.2M	LPL	2.2%	On track

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$2.6M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.3M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$2.1M 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.