Low Duration — Near-Term Growth

Low DurationLow Duration

30% Equity / 64% Fixed Income · Blend implementation · Last reviewed 2026-06-15

ActiveConstruction v9Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index

AI insights

Generate a briefing on positioning, performance, and risk for Low Duration — Near-Term Growth.

Implemented AUM

$29.9M

Across this model

Books & households

Live implementations

Avg. drift

4.3%

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
Okafor Retirement Rebalanced 2026-03-10	$7.6M	Raymond James	4.5%	Drift detected
Okafor Retirement Rebalanced 2026-05-12	$5.8M	Fidelity	2.8%	Rebalance due
Ashford Family Trust Rebalanced 2026-01-14	$8.4M	Schwab	4.1%	Drift detected
Reyes IRA Rebalanced 2026-04-11	$8.1M	Raymond James	5.9%	Drift detected

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$3.6M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.8M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$3.0M 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.