Target Allocation Active — Aggressive Growth

Target AllocationTarget Allocation Active

90% Equity / 8% Fixed Income · Active implementation · Last reviewed 2026-02-17

ActiveConstruction v11Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index

AI insights

Generate a briefing on positioning, performance, and risk for Target Allocation Active — Aggressive Growth.

Implemented AUM

$19.7M

Across this model

Books & households

Live implementations

Avg. drift

3.2%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Cross-book implementation health for this model

Drift detectedLast rebalance 2026-07-14 · Next window 2026-08-12

Where this model is implemented

Account	AUM	Custodian	Drift	Status
Vance Legacy Rebalanced 2026-02-13	$7.1M	Raymond James	1.1%	On track
Ashford Family Trust Rebalanced 2026-03-17	$1.0M	Schwab	4.5%	Drift detected
Nguyen Profit-Share Rebalanced 2026-05-12	$4.0M	LPL	2.4%	On track
Ashford Family Trust Rebalanced 2026-01-14	$7.6M	Schwab	4.6%	Drift detected

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$2.4M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.2M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$2.0M 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

Drift detected

Roll-up across books

Prototype — connected custodian feeds are illustrative.