Target Allocation Blend — Moderately Conservative

Target AllocationTarget Allocation Blend

30% Equity / 68% Fixed Income · Blend implementation · Last reviewed 2026-04-10

ActiveConstruction v18Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index

AI insights

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

Implemented AUM

$17.4M

Across this model

Books & households

Live implementations

Avg. drift

3.4%

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
Ashford Family Trust Rebalanced 2026-04-15	$6.4M	LPL	2.3%	On track
Chen Education Fund Rebalanced 2026-04-16	$6.8M	Raymond James	4.2%	Drift detected
Bauer Charitable Rebalanced 2026-02-17	$2.6M	Schwab	2.0%	Rebalance due
Reyes IRA Rebalanced 2026-03-16	$1.6M	Schwab	5.0%	Rebalance due

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$2.1M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.0M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$1.7M 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.