Target Allocation Blend — Aggressive Growth

Target AllocationTarget Allocation Blend

90% Equity / 8% Fixed Income · Blend implementation · Last reviewed 2026-03-15

ActiveConstruction v14Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index

AI insights

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

Implemented AUM

$17.8M

Across this model

Books & households

Live implementations

Avg. drift

2.8%

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
Bauer Charitable Rebalanced 2026-01-14	$4.2M	Pershing	0.4%	On track
Ashford Family Trust Rebalanced 2026-02-15	$1.4M	Schwab	5.8%	Drift detected
Reyes IRA Rebalanced 2026-05-13	$1.1M	Pershing	2.2%	Rebalance due
Reyes IRA Rebalanced 2026-02-14	$5.9M	LPL	5.5%	Drift detected
Vance Legacy Rebalanced 2026-01-12	$5.2M	Fidelity	0.1%	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
$1.1M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$1.8M 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.