0001910180-23-000001.txt : 20230213 0001910180-23-000001.hdr.sgml : 20230213 20230213144704 ACCESSION NUMBER: 0001910180-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23617255 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 X0202 13F-HR LIVE false false false 0001910180 XXXXXXXX 12-31-2022 12-31-2022 CARL STUART INVESTMENT ADVISOR, INC

623 W 38TH STREET SUITE 110 AUSTIN TX 78705

13F HOLDINGS REPORT 028-22190 N CARL STUART 512-478-2275 CARL STUART AUSTIN TX 02-13-2023 0 25 108211901 false INFORMATION TABLE 2 csiaq42022.xml VANGUARD TOTAL STOCK MARKET ETF US Equity(98.07%) Non US Equity(0.960%) Cash(0.970%) 922908769 51207070 267833 SH SOLE 0 0 267833 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW US Equity(98.55%) Non US Equity(1.120%) Cash(0.330%) 922908363 20458854 58231 SH SOLE 0 0 58231 ISHARES GOLD TR ISHARES NEW Other 464285204 15200230 439440 SH SOLE 0 0 439440 VANGUARD TOTAL INTERNATIONAL STOCK ETF US Equity(0.66%) Non US Equity(96.780%) Cash(2.460%) Other(0.100%) 921909768 9317434 180151 SH SOLE 0 0 180151 VANGUARD MID-CAP GROWTH ETF US Equity(98.09%) Non US Equity(1.250%) Cash(0.660%) 922908538 2462711 13700 SH SOLE 0 0 13700 EXXON MOBIL CORPORATION US Equity 30231G102 1776314 16104 SH SOLE 0 0 16104 APPLE INCORPORATED US Equity 037833100 1331681 10249 SH SOLE 0 0 10249 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW US Equity 084670702 870480 2818 SH SOLE 0 0 2818 CONOCOPHILLIPS US Equity 20825C104 662803 5617 SH SOLE 0 0 5617 AMAZON COM INCORPORATED US Equity 023135106 568680 6770 SH SOLE 0 0 6770 AUTOMATIC DATA PROCESSING INCORPORATED US Equity 053015103 541734 2268 SH SOLE 0 0 2268 MICROSOFT CORPORATION US Equity 594918104 455011 1897 SH SOLE 0 0 1897 JOHNSON & JOHNSON US Equity 478160104 366725 2076 SH SOLE 0 0 2076 CHEVRON CORPORATION NEW US Equity 166764100 366519 2042 SH SOLE 0 0 2042 PHILLIPS 66 US Equity 718546104 297981 2863 SH SOLE 0 0 2863 PEPSICO INCORPORATED US Equity 713448108 280300 1552 SH SOLE 0 0 1552 VANGUARD FTSE ALL-WORLD EX-US ETF US Equity(0.65%) Non US Equity(97.740%) Cash(1.540%) Other(0.070%) 922042775 270948 5404 SH SOLE 0 0 5404 GENERAL MLS INCORPORATED US Equity 370334104 257503 3071 SH SOLE 0 0 3071 HOME DEPOT INCORPORATED US Equity 437076102 243212 770 SH SOLE 0 0 770 NORFOLK SOUTHN CORPORATION US Equity 655844108 239360 971 SH SOLE 0 0 971 SPDR GOLD SHARES Other 78463V107 222059 1309 SH SOLE 0 0 1309 QUALCOMM INCORPORATED US Equity 747525103 219880 2000 SH SOLE 0 0 2000 AMGEN INCORPORATED US Equity 031162100 219567 836 SH SOLE 0 0 836 3M COMPANY US Equity 88579Y101 208645 1740 SH SOLE 0 0 1740 ENERGY TRANSFER L P COM UT LTD PTN Real Estate 29273V100 166200 14002 SH SOLE 0 0 14002