0001910180-22-000007.txt : 20221110
0001910180-22-000007.hdr.sgml : 20221110
20221110133818
ACCESSION NUMBER: 0001910180-22-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221110
DATE AS OF CHANGE: 20221110
EFFECTIVENESS DATE: 20221110
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CARL STUART INVESTMENT ADVISOR, INC
CENTRAL INDEX KEY: 0001910180
IRS NUMBER: 742862133
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22190
FILM NUMBER: 221376275
BUSINESS ADDRESS:
STREET 1: 623 W 38TH STREET
STREET 2: SUITE 110
CITY: AUSTIN
STATE: TX
ZIP: 78705
BUSINESS PHONE: 512-478-2275
MAIL ADDRESS:
STREET 1: 623 W 38TH STREET
STREET 2: SUITE 110
CITY: AUSTIN
STATE: TX
ZIP: 78705
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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false
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0001910180
XXXXXXXX
09-30-2022
09-30-2022
CARL STUART INVESTMENT ADVISOR, INC
623 W 38TH STREET
SUITE 110
AUSTIN
TX
78705
13F HOLDINGS REPORT
028-22190
N
CARL STUART
PRESIDENT
512-478-2275
CARL STUART
AUSTIN
TX
11-10-2022
0
24
112846
false
INFORMATION TABLE
2
csiaq3022.xml
VANGUARD TOTAL STOCK MARKET ETF
Equity
922908769
51145
269779
SH
SOLE
0
0
269779
ISHARES GOLD TR ISHARES NEW
Equity
464285204
21481
659316
SH
SOLE
0
0
659316
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Equity
922908363
19877
57347
SH
SOLE
0
0
57347
VANGUARD TOTAL INTERNATIONAL STOCK ETF
Equity
921909768
8346
173983
SH
SOLE
0
0
173983
VANGUARD MID-CAP GROWTH ETF
Equity
922908538
2880
15832
SH
SOLE
0
0
15832
EXXON MOBIL CORPORATION
Equity
30231G102
1589
16035
SH
SOLE
0
0
16035
APPLE INCORPORATED
Equity
037833100
1499
10238
SH
SOLE
0
0
10238
AMAZON COM INCORPORATED
Equity
023135106
819
6770
SH
SOLE
0
0
6770
CONOCOPHILLIPS
Equity
20825C104
651
5617
SH
SOLE
0
0
5617
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Equity
084670702
603
2158
SH
SOLE
0
0
2158
AUTOMATIC DATA PROCESSING INCORPORATED
Equity
053015103
542
2268
SH
SOLE
0
0
2268
MICROSOFT CORPORATION
Equity
594918104
473
1897
SH
SOLE
0
0
1897
JOHNSON & JOHNSON
Equity
478160104
343
2076
SH
SOLE
0
0
2076
CHEVRON CORPORATION NEW
Equity
166764100
324
2042
SH
SOLE
0
0
2042
PHILLIPS 66
Equity
718546104
265
2863
SH
SOLE
0
0
2863
PEPSICO INCORPORATED
Equity
713448108
258
1552
SH
SOLE
0
0
1552
QUALCOMM INCORPORATED
Equity
747525103
250
2000
SH
SOLE
0
0
2000
VANGUARD FTSE ALL-WORLD EX-US ETF
Equity
922042775
248
5338
SH
SOLE
0
0
5338
GENERAL MLS INCORPORATED
Equity
370334104
239
3071
SH
SOLE
0
0
3071
HOME DEPOT INCORPORATED
Equity
437076102
223
770
SH
SOLE
0
0
770
NORFOLK SOUTHN CORPORATION
Equity
655844108
215
971
SH
SOLE
0
0
971
APPLIED MATLS INCORPORATED
Equity
038222105
213
2390
SH
SOLE
0
0
2390
3M COMPANY
Equity
88579Y101
200
1740
SH
SOLE
0
0
1740
ENERGY TRANSFER L P COM UT LTD PTN
REITs/Tangibles/LPs
29273V100
163
13787
SH
SOLE
0
0
13787