Total AUM
$42.6M
+4.2% vs last quarter
YTD Return
+8.3%
Above benchmark +2.1%
Cash & Liquidity
$3.1M
7.3% of total portfolio
Net Worth Growth
+12.7%
Last 12 months
Portfolio Performance
1Y
3Y
5Y
Jul '25
Oct '25
Jan '26
Apr '26
Jun '26
Portfolio
Benchmark
Asset Allocation
Equities
38%
Fixed Income
28%
Real Estate
18%
Alternatives
9%
Cash
7%
Power BI — Interactive Dashboard
Embed Ready
Power BI Dashboard
Paste your Power BI embed URL here. Replace this placeholder with an <iframe> pointing to your published report.
<iframe src="https://app.powerbi.com/reportEmbed?reportId=YOUR_ID" />
Family Members
5 Active
| Member | Access Level | Last Login |
|---|---|---|
|
JG
Jorge García
Principal
|
Full | Today |
|
MG
María García
Spouse
|
Full | Jun 20 |
|
AG
Alejandro García
Son
|
View | Jun 18 |
|
SG
Sofía García
Daughter
|
Limited | Jun 15 |
Recent Activity
Q2 2026 performance report published
Today, 9:14 AM
Portfolio rebalancing executed — Equities +3%
Jun 20, 2:30 PM
New document added: Trust Structure 2026
Jun 18, 11:00 AM
Advisory meeting notes — June Board
Jun 15, 4:00 PM
Real estate valuation updated — Monterrey property
Jun 12, 10:20 AM
Cash distribution approved — $120,000
Jun 10, 3:45 PM