Target Allocation Active — Moderately Conservative

Target AllocationTarget Allocation Active

30% Equity / 68% Fixed Income · Active implementation · Last reviewed 2026-03-12

ActiveConstruction v13Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index

AI insights

Generate a briefing on positioning, performance, and risk for Target Allocation Active — Moderately Conservative.

Implemented AUM

$21.3M

Across this model

Books & households

Live implementations

Avg. drift

2.6%

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
Bauer Charitable Rebalanced 2026-05-10	$7.0M	Raymond James	4.7%	Drift detected
Vance Legacy Rebalanced 2026-03-14	$5.6M	Fidelity	1.3%	On track
Ashford Family Trust Rebalanced 2026-05-13	$4.8M	Schwab	0.9%	On track
Nguyen Profit-Share Rebalanced 2026-02-11	$3.9M	Schwab	3.5%	Drift detected

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.