Target Allocation Blend — Conservative

Target AllocationTarget Allocation Blend

20% Equity / 78% Fixed Income · Blend implementation · Last reviewed 2026-03-18

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ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index

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Implemented AUM

$19.2M

Across this model

Books & households

Live implementations

Avg. drift

2.2%

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
Vance Legacy Rebalanced 2026-04-14	$8.7M	Schwab	1.1%	Rebalance due
Nguyen Profit-Share Rebalanced 2026-04-11	$8.8M	LPL	1.2%	Rebalance due
Bauer Charitable Rebalanced 2026-04-17	$1.7M	Fidelity	4.3%	Drift detected

Account

AUM

Custodian

Drift

Status

Vance Legacy

Rebalanced 2026-04-14

$8.7M

Schwab

1.1%

Rebalance due

Nguyen Profit-Share

Rebalanced 2026-04-11

$8.8M

LPL

1.2%

Rebalance due

Bauer Charitable

Rebalanced 2026-04-17

$1.7M

Fidelity

4.3%

Drift detected

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
$2.3M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.2M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$1.9M 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.