Target Allocation Blend — Growth

Target AllocationTarget Allocation Blend

70% Equity / 28% Fixed Income · Blend implementation · Last reviewed 2026-01-13

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

AI insights

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

Implemented AUM

$23.2M

Across this model

Books & households

Live implementations

Avg. drift

1.8%

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
Whitmore Household Rebalanced 2026-01-14	$5.3M	Fidelity	1.1%	Rebalance due
Okafor Retirement Rebalanced 2026-01-12	$6.6M	LPL	1.8%	On track
Chen Education Fund Rebalanced 2026-02-17	$2.2M	Pershing	2.5%	Rebalance due
Patel Joint Rebalanced 2026-05-12	$7.1M	LPL	1.8%	Rebalance due
Nguyen Profit-Share Rebalanced 2026-04-18	$2.0M	Fidelity	1.9%	On track

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$2.8M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.4M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$2.3M 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.