Target Allocation Blend — Balanced

Target AllocationTarget Allocation Blend

60% Equity / 38% Fixed Income · Blend implementation · Last reviewed 2026-06-12

ActiveConstruction v8Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index

AI insights

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Implemented AUM

$35.3M

Across this model

Books & households

Live implementations

Avg. drift

2.1%

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
Vance Legacy Rebalanced 2026-06-12	$5.9M	Pershing	4.5%	Drift detected
Patel Joint Rebalanced 2026-03-18	$6.1M	LPL	3.6%	Drift detected
Ashford Family Trust Rebalanced 2026-01-14	$3.4M	Pershing	0.3%	Rebalance due
Nguyen Profit-Share Rebalanced 2026-01-13	$2.2M	Raymond James	2.3%	On track
Delgado Taxable Rebalanced 2026-05-16	$9.0M	Fidelity	1.2%	On track
Patel Joint Rebalanced 2026-01-13	$8.7M	LPL	0.9%	On track

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$4.2M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$2.1M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$3.5M 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.