---
title: "Sterling & Roe · Consolidated Portfolio"
platform: web
slug: sterling-roe-consolidated-portfolio
screens: ["analytics"]
domains: ["fintech"]
style: null
fonts: ["Cinzel", "Jost"]
roles: ["top-navigation-bar", "navigation-menu", "button", "avatar", "sidebar", "badge", "card", "segmented-control", "chip", "table"]
score: {clean: 100, consistent: 74, accessible: 81, comprehensible: 43}
url: https://gui.farm/web/sterling-roe-consolidated-portfolio
raw: https://gui.farm/web/sterling-roe-consolidated-portfolio/design.guix
download: https://gui.farm/web/sterling-roe-consolidated-portfolio.gui
---

# Sterling & Roe · Consolidated Portfolio

An Art Deco consolidated private-wealth portfolio analytics screen showing total value, YTD performance chart, asset-class allocation and holdings for a family trust and its adviser.

- **Live preview:** https://gui.farm/web/sterling-roe-consolidated-portfolio
- **Raw source:** https://gui.farm/web/sterling-roe-consolidated-portfolio/design.guix
- **Download (.gui):** https://gui.farm/web/sterling-roe-consolidated-portfolio.gui

## Source (design.guix)

```xml
<gui version="0.2" name="Sterling &amp; Roe · Consolidated Portfolio">
  <tokens>
    <color name="bg" value="#0E0E12" />
    <color name="panel" value="#16151C" />
    <color name="raised" value="#1E1C25" />
    <color name="ink" value="#F3ECDD" />
    <color name="body" value="#CBBF9F" />
    <color name="muted" value="#A79C82" />
    <color name="gold" value="#C9A24B" />
    <color name="gold-bright" value="#E8CC7A" />
    <color name="gold-deep" value="#8A6E30" />
    <color name="edge" value="#3E3524" />
    <color name="line" value="#2A2733" />
    <color name="seg1" value="#E8CC7A" />
    <color name="seg2" value="#C9A24B" />
    <color name="seg3" value="#AC8438" />
    <color name="seg4" value="#8A6E30" />
    <color name="seg5" value="#6A5326" />
    <color name="seg6" value="#4A3B1E" />
  </tokens>
  <fonts>
    <font family="Cinzel" source="google" weights="400 500 600 700" styles="normal" />
    <font family="Jost" source="google" weights="300 400 500 600" styles="normal" />
  </fonts>
  <styles>
    <text-style name="Wordmark" font-family="Cinzel" font-size="17" font-weight="600" line-height="22" />
    <text-style name="Eyebrow" font-family="Cinzel" font-size="11" font-weight="600" line-height="14" />
    <text-style name="SerifNote" font-family="Cinzel" font-size="12" font-weight="500" line-height="16" />
    <text-style name="Display" font-family="Jost" font-size="34" font-weight="500" line-height="40" />
    <text-style name="PageTitle" font-family="Jost" font-size="24" font-weight="500" line-height="30" />
    <text-style name="Metric" font-family="Jost" font-size="23" font-weight="500" line-height="28" />
    <text-style name="Section" font-family="Jost" font-size="15" font-weight="600" line-height="20" />
    <text-style name="Body" font-family="Jost" font-size="13" font-weight="400" line-height="19" />
    <text-style name="Label" font-family="Jost" font-size="12" font-weight="500" line-height="16" />
    <text-style name="LabelB" font-family="Jost" font-size="12" font-weight="600" line-height="16" />
    <text-style name="Tiny" font-family="Jost" font-size="11" font-weight="500" line-height="15" />
    <text-style name="Num" font-family="Jost" font-size="13" font-weight="500" line-height="18" />
    <text-style name="NumB" font-family="Jost" font-size="14" font-weight="600" line-height="18" />
  </styles>
  <col w="1440" fill="$bg">
    <!-- ===================== TOP NAV ===================== -->
    <row
      role="top-navigation-bar"
      w="1440"
      h="70"
      fill="$panel"
      border="0 0 1 0 $edge"
      p="0 32"
      gap="28"
      align="middle-left"
    >
      <row w="300" gap="12" align="middle-left">
        <img src="https://api.iconify.design/lucide/diamond.svg?color=%23C9A24B" w="20" h="20" />
        <col gap="1">
          <text value="STERLING &amp; ROE" text-style="Wordmark" color="$ink" letter-spacing="2.5" />
          <text
            value="PRIVATE WEALTH · EST. 1911"
            text-style="Tiny"
            color="$muted"
            letter-spacing="1.5"
            font-size="9"
            line-height="11"
          />
        </col>
      </row>
      <row role="navigation-menu" w="fill" h="70" gap="0" align="middle-center">
        <row h="70" p="0 18" align="middle-center" border="0 0 2 0 $gold">
          <text value="Overview" text-style="Label" color="$ink" letter-spacing="0.4" />
        </row>
        <row h="70" p="0 18" align="middle-center">
          <text value="Holdings" text-style="Label" color="$muted" letter-spacing="0.4" />
        </row>
        <row h="70" p="0 18" align="middle-center">
          <text value="Performance" text-style="Label" color="$muted" letter-spacing="0.4" />
        </row>
        <row h="70" p="0 18" align="middle-center">
          <text value="Statements" text-style="Label" color="$muted" letter-spacing="0.4" />
        </row>
        <row h="70" p="0 18" align="middle-center">
          <text value="Documents" text-style="Label" color="$muted" letter-spacing="0.4" />
        </row>
      </row>
      <row w="300" gap="14" align="middle-right">
        <row role="button" h="38" border="1 $gold-deep" p="0 14" gap="8" align="middle-center">
          <img src="https://api.iconify.design/lucide/file-down.svg?color=%23C9A24B" w="16" h="16" />
          <text value="Generate report" text-style="Label" color="$gold" letter-spacing="0.4" />
        </row>
        <col role="avatar" w="38" h="38" fill="$raised" border="1 $gold-deep" align="middle-center">
          <text value="RD" text-style="LabelB" color="$gold-bright" letter-spacing="0.5" />
        </col>
      </row>
    </row>
    <!-- ===================== BODY ===================== -->
    <row w="1440" p="28 32" gap="24" align="top-left">
      <!-- ============ SIDEBAR: relationship ============ -->
      <col role="sidebar" w="240" fill="$panel" border="1 $edge" p="18 16" gap="16">
        <col gap="7">
          <text value="RELATIONSHIP" text-style="Eyebrow" color="$gold" letter-spacing="2" />
          <rect w="26" h="2" fill="$gold" />
        </col>
        <col role="navigation-menu" w="208" gap="4">
          <row w="208" h="hug" fill="$raised" border="0 0 0 2 $gold" p="12" gap="10" align="middle-left">
            <col w="fill" gap="1">
              <text value="Ashcombe Family Trust" text-style="LabelB" color="$ink" />
              <text value="Discretionary" text-style="Tiny" color="$muted" />
            </col>
            <text value="$48.39M" text-style="Num" color="$gold-bright" />
          </row>
          <row w="208" h="46" p="0 12" gap="10" align="middle-left">
            <col w="fill" gap="1">
              <text value="Ashcombe Foundation" text-style="Label" color="$body" />
              <text value="Endowment" text-style="Tiny" color="$muted" />
            </col>
            <text value="$7.91M" text-style="Num" color="$body" />
          </row>
          <row w="208" h="46" p="0 12" gap="10" align="middle-left">
            <col w="fill" gap="1">
              <text value="B. Ashford-Vane" text-style="Label" color="$body" />
              <text value="Personal" text-style="Tiny" color="$muted" />
            </col>
            <text value="$3.27M" text-style="Num" color="$body" />
          </row>
          <row w="208" h="46" p="0 12" gap="10" align="middle-left">
            <col w="fill" gap="1">
              <text value="Cornerhouse Holdings" text-style="Label" color="$body" />
              <text value="Operating LLC" text-style="Tiny" color="$muted" />
            </col>
            <text value="$1.87M" text-style="Num" color="$body" />
          </row>
        </col>
        <row w="208" gap="10" align="middle-center">
          <line w="fill" fill="$gold-deep" />
          <img src="https://api.iconify.design/lucide/diamond.svg?color=%238A6E30" w="9" h="9" />
          <line w="fill" fill="$gold-deep" />
        </row>
        <col w="208" gap="3">
          <text value="TOTAL RELATIONSHIP" text-style="Tiny" color="$muted" letter-spacing="1" />
          <text value="$61,441,500" text-style="Metric" color="$ink" />
          <text value="Across 4 entities · USD" text-style="Tiny" color="$muted" />
        </col>
        <line w="208" fill="$line" />
        <row w="208" gap="10" align="middle-left">
          <col w="34" h="34" fill="$raised" border="1 $gold-deep" align="middle-center">
            <text value="RD" text-style="Tiny" color="$gold-bright" />
          </col>
          <col w="fill" gap="1">
            <text value="Rowan Devereux" text-style="LabelB" color="$ink" />
            <text value="Senior Adviser" text-style="Tiny" color="$muted" />
          </col>
          <img src="https://api.iconify.design/lucide/phone.svg?color=%23A79C82" w="15" h="15" />
        </row>
      </col>
      <!-- ============ MAIN ============ -->
      <col w="1112" gap="22">
        <!-- header -->
        <row w="1112" gap="16" align="middle-left">
          <col w="fill" gap="4">
            <text value="Consolidated Portfolio" text-style="PageTitle" color="$ink" />
            <text
              value="Ashcombe Family Trust · Valued as of 14 August 2026"
              text-style="Body"
              color="$muted"
            />
          </col>
          <row role="badge" h="34" border="1 $edge" p="0 12" gap="8" align="middle-center">
            <ellipse w="7" h="7" fill="$gold" />
            <text value="Reporting in USD" text-style="Tiny" color="$body" letter-spacing="0.3" />
          </row>
        </row>
        <!-- deco double rule -->
        <col w="1112" gap="3">
          <line w="1112" fill="$gold-deep" />
          <line w="1112" fill="$line" />
        </col>
        <!-- KPI band -->
        <grid w="1112" cols="266 266 266 266" gap="16">
          <col w="266" fill="$panel" border="1 $edge" gap="0">
            <rect w="266" h="3" fill="$gold" />
            <col w="266" p="16 18" gap="7">
              <text value="PORTFOLIO VALUE" text-style="Eyebrow" color="$gold" letter-spacing="1.4" />
              <text value="$48,392,150" text-style="Metric" color="$ink" />
              <row gap="6" align="middle-left">
                <img src="https://api.iconify.design/lucide/arrow-up-right.svg?color=%23E8CC7A" w="14" h="14" />
                <text value="9.34% YTD" text-style="Tiny" color="$gold-bright" />
              </row>
            </col>
          </col>
          <col w="266" fill="$panel" border="1 $edge" gap="0">
            <rect w="266" h="3" fill="$gold" />
            <col w="266" p="16 18" gap="7">
              <text value="YTD TOTAL RETURN" text-style="Eyebrow" color="$gold" letter-spacing="1.4" />
              <text value="+9.34%" text-style="Metric" color="$ink" />
              <text value="vs. 60/40 index +6.81%" text-style="Tiny" color="$muted" />
            </col>
          </col>
          <col w="266" fill="$panel" border="1 $edge" gap="0">
            <rect w="266" h="3" fill="$gold" />
            <col w="266" p="16 18" gap="7">
              <text value="INCOME · TRAILING 12M" text-style="Eyebrow" color="$gold" letter-spacing="1.4" />
              <text value="$1,125,384" text-style="Metric" color="$ink" />
              <text value="2.33% blended yield" text-style="Tiny" color="$muted" />
            </col>
          </col>
          <col w="266" fill="$panel" border="1 $edge" gap="0">
            <rect w="266" h="3" fill="$gold" />
            <col w="266" p="16 18" gap="7">
              <text value="CASH &amp; LIQUIDITY" text-style="Eyebrow" color="$gold" letter-spacing="1.4" />
              <text value="$2,806,745" text-style="Metric" color="$ink" />
              <text value="5.8% of assets" text-style="Tiny" color="$muted" />
            </col>
          </col>
        </grid>
        <!-- performance + allocation -->
        <grid w="1112" cols="680 416" gap="16">
          <!-- performance card -->
          <col role="card" w="680" fill="$panel" border="1 $edge" p="20 22" gap="14">
            <row w="636" gap="12" align="top-left">
              <col w="fill" gap="7">
                <col gap="5">
                  <text value="PERFORMANCE" text-style="Eyebrow" color="$gold" letter-spacing="1.6" />
                  <rect w="24" h="2" fill="$gold" />
                </col>
                <row gap="12" align="baseline">
                  <text value="$48.39M" text-style="Display" color="$ink" />
                  <row gap="5" align="middle-left">
                    <img
                      src="https://api.iconify.design/lucide/arrow-up-right.svg?color=%23E8CC7A"
                      w="15"
                      h="15"
                    />
                    <text value="9.34% YTD" text-style="Label" color="$gold-bright" />
                  </row>
                </row>
              </col>
              <row
                role="segmented-control"
                h="32"
                fill="$bg"
                border="1 $edge"
                p="3"
                gap="2"
                align="middle-left"
              >
                <row h="24" p="0 11" align="middle-center">
                  <text value="MTD" text-style="Tiny" color="$muted" letter-spacing="0.5" />
                </row>
                <row h="24" p="0 11" align="middle-center">
                  <text value="QTD" text-style="Tiny" color="$muted" letter-spacing="0.5" />
                </row>
                <row h="24" fill="$gold" p="0 11" align="middle-center">
                  <text value="YTD" text-style="Tiny" color="$bg" letter-spacing="0.5" />
                </row>
                <row h="24" p="0 11" align="middle-center">
                  <text value="1Y" text-style="Tiny" color="$muted" letter-spacing="0.5" />
                </row>
                <row h="24" p="0 11" align="middle-center">
                  <text value="MAX" text-style="Tiny" color="$muted" letter-spacing="0.5" />
                </row>
              </row>
            </row>
            <!-- benchmark chips -->
            <row w="636" gap="18" align="middle-left">
              <row gap="7" align="middle-left">
                <rect w="14" h="3" fill="$gold" />
                <text value="Portfolio" text-style="Tiny" color="$body" />
                <text value="+9.34%" text-style="Tiny" color="$gold-bright" />
              </row>
              <row gap="7" align="middle-left">
                <rect w="14" h="3" fill="$muted" />
                <text value="60/40 Benchmark" text-style="Tiny" color="$body" />
                <text value="+6.81%" text-style="Tiny" color="$muted" />
              </row>
            </row>
            <img
              src="https://gui.farm/tools/charts/line-chart.svg?data=Jan:44.26,Feb:44.98,Mar:43.91,Apr:45.63,May:46.34,Jun:45.75,Jul:47.51,Aug:48.39&amp;line=%23C9A24B&amp;curve=smooth&amp;area=on&amp;points=hide&amp;grid=show&amp;width=1272&amp;height=384"
              w="636"
              h="192"
            />
            <row w="636" gap="12" align="middle-left">
              <text value="Time-weighted, net of fees" text-style="Tiny" color="$muted" w="fill" />
              <text value="High $48.39M · Low $43.91M (12 Mar)" text-style="Tiny" color="$muted" />
            </row>
          </col>
          <!-- allocation card -->
          <col role="card" w="416" fill="$panel" border="1 $edge" p="20 22" gap="15" h="fill">
            <row w="372" gap="12" align="top-left">
              <col w="fill" gap="5">
                <text value="ASSET ALLOCATION" text-style="Eyebrow" color="$gold" letter-spacing="1.6" />
                <rect w="24" h="2" fill="$gold" />
              </col>
              <text value="By asset class" text-style="Tiny" color="$muted" />
            </row>
            <!-- stacked allocation bar: 372px total, tiled exactly -->
            <row w="372" h="16" gap="0" align="middle-left">
              <rect w="156" h="16" fill="$seg1" />
              <rect w="87" h="16" fill="$seg2" />
              <rect w="52" h="16" fill="$seg3" />
              <rect w="31" h="16" fill="$seg4" />
              <rect w="24" h="16" fill="$seg5" />
              <rect w="22" h="16" fill="$seg6" />
            </row>
            <col w="372" gap="11">
              <row w="372" gap="10" align="middle-left">
                <rect w="9" h="9" fill="$seg1" />
                <text value="Public Equities" text-style="Label" color="$ink" w="fill" />
                <text value="42.0%" text-style="Num" color="$ink" w="52" align="right" />
                <text value="$20,324,703" text-style="Tiny" color="$muted" w="92" align="right" />
              </row>
              <row w="372" gap="10" align="middle-left">
                <rect w="9" h="9" fill="$seg2" />
                <text value="Fixed Income" text-style="Label" color="$ink" w="fill" />
                <text value="23.5%" text-style="Num" color="$ink" w="52" align="right" />
                <text value="$11,372,155" text-style="Tiny" color="$muted" w="92" align="right" />
              </row>
              <row w="372" gap="10" align="middle-left">
                <rect w="9" h="9" fill="$seg3" />
                <text value="Private Equity" text-style="Label" color="$ink" w="fill" />
                <text value="14.0%" text-style="Num" color="$ink" w="52" align="right" />
                <text value="$6,774,901" text-style="Tiny" color="$muted" w="92" align="right" />
              </row>
              <row w="372" gap="10" align="middle-left">
                <rect w="9" h="9" fill="$seg4" />
                <text value="Real Assets" text-style="Label" color="$ink" w="fill" />
                <text value="8.3%" text-style="Num" color="$ink" w="52" align="right" />
                <text value="$4,016,548" text-style="Tiny" color="$muted" w="92" align="right" />
              </row>
              <row w="372" gap="10" align="middle-left">
                <rect w="9" h="9" fill="$seg5" />
                <text value="Hedge Funds" text-style="Label" color="$ink" w="fill" />
                <text value="6.4%" text-style="Num" color="$ink" w="52" align="right" />
                <text value="$3,097,098" text-style="Tiny" color="$muted" w="92" align="right" />
              </row>
              <row w="372" gap="10" align="middle-left">
                <rect w="9" h="9" fill="$seg6" />
                <text value="Cash &amp; Equivalents" text-style="Label" color="$ink" w="fill" />
                <text value="5.8%" text-style="Num" color="$ink" w="52" align="right" />
                <text value="$2,806,745" text-style="Tiny" color="$muted" w="92" align="right" />
              </row>
            </col>
            <line w="372" fill="$line" />
            <row w="372" gap="10" align="middle-left">
              <text value="TOTAL" text-style="Tiny" color="$muted" letter-spacing="1" w="fill" />
              <text value="100.0%" text-style="NumB" color="$ink" w="52" align="right" />
              <text value="$48,392,150" text-style="NumB" color="$gold-bright" w="92" align="right" />
            </row>
          </col>
        </grid>
        <!-- holdings table -->
        <col role="card" w="1112" fill="$panel" border="1 $edge" p="20 22" gap="14">
          <row w="1068" gap="12" align="middle-left">
            <col w="fill" gap="5">
              <text value="HOLDINGS" text-style="Eyebrow" color="$gold" letter-spacing="1.6" />
              <rect w="24" h="2" fill="$gold" />
            </col>
            <row role="chip" h="30" border="1 $edge" p="0 11" gap="7" align="middle-center">
              <text value="Grouped by asset class" text-style="Tiny" color="$body" />
              <img src="https://api.iconify.design/lucide/chevron-down.svg?color=%23A79C82" w="14" h="14" />
            </row>
          </row>
          <col role="table" w="1068" gap="0">
            <!-- header -->
            <row w="1068" h="32" border="0 0 1 0 $edge" gap="12" align="middle-left">
              <text value="Asset class" text-style="Tiny" color="$muted" w="fill" letter-spacing="0.4" />
              <text
                value="Market value"
                text-style="Tiny"
                color="$muted"
                w="180"
                align="right"
                letter-spacing="0.4"
              />
              <text
                value="Weight"
                text-style="Tiny"
                color="$muted"
                w="110"
                align="right"
                letter-spacing="0.4"
              />
              <text
                value="YTD return"
                text-style="Tiny"
                color="$muted"
                w="130"
                align="right"
                letter-spacing="0.4"
              />
              <text
                value="Income yield"
                text-style="Tiny"
                color="$muted"
                w="120"
                align="right"
                letter-spacing="0.4"
              />
            </row>
            <row w="1068" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
              <row w="fill" gap="11" align="middle-left">
                <rect w="9" h="9" fill="$seg1" />
                <text value="Public Equities" text-style="Label" color="$ink" />
              </row>
              <text value="$20,324,703" text-style="Num" color="$ink" w="180" align="right" />
              <text value="42.0%" text-style="Num" color="$body" w="110" align="right" />
              <text value="+12.84%" text-style="Num" color="$gold-bright" w="130" align="right" />
              <text value="1.62%" text-style="Num" color="$body" w="120" align="right" />
            </row>
            <row w="1068" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
              <row w="fill" gap="11" align="middle-left">
                <rect w="9" h="9" fill="$seg2" />
                <text value="Fixed Income" text-style="Label" color="$ink" />
              </row>
              <text value="$11,372,155" text-style="Num" color="$ink" w="180" align="right" />
              <text value="23.5%" text-style="Num" color="$body" w="110" align="right" />
              <text value="+3.11%" text-style="Num" color="$gold-bright" w="130" align="right" />
              <text value="4.28%" text-style="Num" color="$body" w="120" align="right" />
            </row>
            <row w="1068" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
              <row w="fill" gap="11" align="middle-left">
                <rect w="9" h="9" fill="$seg3" />
                <text value="Private Equity" text-style="Label" color="$ink" />
              </row>
              <text value="$6,774,901" text-style="Num" color="$ink" w="180" align="right" />
              <text value="14.0%" text-style="Num" color="$body" w="110" align="right" />
              <text value="+15.02%" text-style="Num" color="$gold-bright" w="130" align="right" />
              <text value="0.00%" text-style="Num" color="$muted" w="120" align="right" />
            </row>
            <row w="1068" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
              <row w="fill" gap="11" align="middle-left">
                <rect w="9" h="9" fill="$seg4" />
                <text value="Real Assets" text-style="Label" color="$ink" />
              </row>
              <text value="$4,016,548" text-style="Num" color="$ink" w="180" align="right" />
              <text value="8.3%" text-style="Num" color="$body" w="110" align="right" />
              <text value="+6.47%" text-style="Num" color="$gold-bright" w="130" align="right" />
              <text value="3.55%" text-style="Num" color="$body" w="120" align="right" />
            </row>
            <row w="1068" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
              <row w="fill" gap="11" align="middle-left">
                <rect w="9" h="9" fill="$seg5" />
                <text value="Hedge Funds" text-style="Label" color="$ink" />
              </row>
              <text value="$3,097,098" text-style="Num" color="$ink" w="180" align="right" />
              <text value="6.4%" text-style="Num" color="$body" w="110" align="right" />
              <text value="+7.20%" text-style="Num" color="$gold-bright" w="130" align="right" />
              <text value="0.90%" text-style="Num" color="$body" w="120" align="right" />
            </row>
            <row w="1068" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
              <row w="fill" gap="11" align="middle-left">
                <rect w="9" h="9" fill="$seg6" />
                <text value="Cash &amp; Equivalents" text-style="Label" color="$ink" />
              </row>
              <text value="$2,806,745" text-style="Num" color="$ink" w="180" align="right" />
              <text value="5.8%" text-style="Num" color="$body" w="110" align="right" />
              <text value="+2.05%" text-style="Num" color="$gold-bright" w="130" align="right" />
              <text value="4.95%" text-style="Num" color="$body" w="120" align="right" />
            </row>
            <!-- total row -->
            <row w="1068" h="48" fill="$raised" gap="12" align="middle-left" p="0 10">
              <text value="Total portfolio" text-style="NumB" color="$ink" w="fill" />
              <text value="$48,392,150" text-style="NumB" color="$gold-bright" w="170" align="right" />
              <text value="100.0%" text-style="NumB" color="$ink" w="110" align="right" />
              <text value="+9.34%" text-style="NumB" color="$gold-bright" w="130" align="right" />
              <text value="2.33%" text-style="NumB" color="$ink" w="120" align="right" />
            </row>
          </col>
        </col>
        <!-- top holdings + adviser -->
        <grid w="1112" cols="548 548" gap="16">
          <!-- top holdings -->
          <col role="card" w="548" fill="$panel" border="1 $edge" p="20 22" gap="14">
            <col gap="5">
              <text value="TOP HOLDINGS" text-style="Eyebrow" color="$gold" letter-spacing="1.6" />
              <rect w="24" h="2" fill="$gold" />
            </col>
            <col w="504" gap="0">
              <row w="504" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
                <text value="01" text-style="SerifNote" color="$gold" w="22" />
                <col w="fill" gap="1">
                  <text value="Aristo Global Index Fund" text-style="Label" color="$ink" />
                  <text value="Public Equities" text-style="Tiny" color="$muted" />
                </col>
                <text value="$6,142,880" text-style="Num" color="$ink" w="120" align="right" />
                <text value="12.7%" text-style="Num" color="$body" w="56" align="right" />
              </row>
              <row w="504" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
                <text value="02" text-style="SerifNote" color="$gold" w="22" />
                <col w="fill" gap="1">
                  <text value="Meridian Treasury Ladder 2031" text-style="Label" color="$ink" />
                  <text value="Fixed Income" text-style="Tiny" color="$muted" />
                </col>
                <text value="$4,880,010" text-style="Num" color="$ink" w="120" align="right" />
                <text value="10.1%" text-style="Num" color="$body" w="56" align="right" />
              </row>
              <row w="504" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
                <text value="03" text-style="SerifNote" color="$gold" w="22" />
                <col w="fill" gap="1">
                  <text value="Halcyon Private Equity IV" text-style="Label" color="$ink" />
                  <text value="Private Equity" text-style="Tiny" color="$muted" />
                </col>
                <text value="$3,510,600" text-style="Num" color="$ink" w="120" align="right" />
                <text value="7.3%" text-style="Num" color="$body" w="56" align="right" />
              </row>
              <row w="504" h="44" border="0 0 1 0 $line" gap="12" align="middle-left">
                <text value="04" text-style="SerifNote" color="$gold" w="22" />
                <col w="fill" gap="1">
                  <text value="Rowan Diversified Real Assets" text-style="Label" color="$ink" />
                  <text value="Real Assets" text-style="Tiny" color="$muted" />
                </col>
                <text value="$2,417,300" text-style="Num" color="$ink" w="120" align="right" />
                <text value="5.0%" text-style="Num" color="$body" w="56" align="right" />
              </row>
              <row w="504" h="44" gap="12" align="middle-left">
                <text value="05" text-style="SerifNote" color="$gold" w="22" />
                <col w="fill" gap="1">
                  <text value="Cascade IG Credit" text-style="Label" color="$ink" />
                  <text value="Fixed Income" text-style="Tiny" color="$muted" />
                </col>
                <text value="$2,205,440" text-style="Num" color="$ink" w="120" align="right" />
                <text value="4.6%" text-style="Num" color="$body" w="56" align="right" />
              </row>
            </col>
            <line w="504" fill="$line" />
            <row w="504" gap="8" align="middle-left">
              <img src="https://api.iconify.design/lucide/layers.svg?color=%23A79C82" w="15" h="15" />
              <text value="Top 5 positions represent 39.7% of assets" text-style="Tiny" color="$muted" />
            </row>
          </col>
          <!-- adviser -->
          <col role="card" w="548" fill="$panel" border="1 $edge" p="20 22" h="fill" gap="16">
            <col gap="5">
              <text value="FROM YOUR ADVISER" text-style="Eyebrow" color="$gold" letter-spacing="1.6" />
              <rect w="24" h="2" fill="$gold" />
            </col>
            <row w="504" gap="12" align="top-left">
              <col w="44" h="44" fill="$raised" border="1 $gold-deep" align="middle-center">
                <text value="RD" text-style="Label" color="$gold-bright" />
              </col>
              <col w="fill" gap="2">
                <text value="Rowan Devereux" text-style="Section" color="$ink" />
                <text value="Senior Adviser · Since 2014" text-style="Tiny" color="$muted" />
              </col>
            </row>
            <text
              value="We trimmed public equities by 2 points into the July strength and moved the proceeds to the Treasury ladder ahead of the autumn review. Private equity marks lifted the quarter; liquidity remains ample at 5.8%."
              text-style="Body"
              color="$body"
              w="504"
            />
            <line w="504" fill="$line" />
            <row w="504" gap="12" align="middle-left">
              <col w="fill" gap="2">
                <text value="NEXT REVIEW" text-style="Tiny" color="$muted" letter-spacing="1" />
                <text value="Quarterly · 2 October 2026, 10:00" text-style="LabelB" color="$ink" />
              </col>
              <row role="button" h="38" fill="$gold" p="0 16" gap="8" align="middle-center">
                <img src="https://api.iconify.design/lucide/calendar-check.svg?color=%230E0E12" w="16" h="16" />
                <text value="Schedule review" text-style="LabelB" color="$bg" letter-spacing="0.3" />
              </row>
            </row>
          </col>
        </grid>
        <!-- closing deco disclosure -->
        <col w="1112" gap="8" align="middle-center">
          <row w="1112" gap="12" align="middle-center">
            <line w="fill" fill="$line" />
            <img src="https://api.iconify.design/lucide/diamond.svg?color=%238A6E30" w="10" h="10" />
            <line w="fill" fill="$line" />
          </row>
          <text
            value="Indicative valuations for discussion with your adviser · Sterling &amp; Roe Private Wealth, established 1911"
            text-style="Tiny"
            color="$muted"
            align="center"
            letter-spacing="0.4"
          />
        </col>
      </col>
    </row>
  </col>
</gui>
```