Target Allocation Active — Conservative

Target AllocationTarget Allocation Active

20% Equity / 78% Fixed Income · Active implementation · Last reviewed 2026-02-11

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ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index

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Implemented AUM

$13.9M

Across this model

Books & households

Live implementations

Avg. drift

1.8%

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 2026-02-13	$2.5M	Raymond James	1.3%	On track
Delgado Taxable Rebalanced 2026-03-15	$5.8M	Schwab	3.0%	Rebalance due
Vance Legacy Rebalanced 2026-04-15	$5.6M	Raymond James	1.2%	On track

Account

AUM

Custodian

Drift

Status

Chen Education Fund

Rebalanced 2026-02-13

$2.5M

Raymond James

1.3%

On track

Delgado Taxable

Rebalanced 2026-03-15

$5.8M

Schwab

3.0%

Rebalance due

Vance Legacy

Rebalanced 2026-04-15

$5.6M

Raymond James

1.2%

On track

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
$1.7M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$0.8M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$1.4M 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.