0001951757-24-000379.txt : 20240424 0001951757-24-000379.hdr.sgml : 20240424 20240424165651 ACCESSION NUMBER: 0001951757-24-000379 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CARL STUART INVESTMENT ADVISOR, INC CENTRAL INDEX KEY: 0001910180 ORGANIZATION NAME: 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: 24871319 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 03-31-2024 03-31-2024 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 04-24-2024 0 15 154226567 false INFORMATION TABLE 2 F_13F_CSIA_Q12024.xml APPLE INC COM 037833100 203859 1189 SH SOLE 0 0 1189 AUTOMATIC DATA PROCESSING IN COM 053015103 366618 1468 SH SOLE 0 0 1468 CHEVRON CORP NEW COM 166764100 206488 1309 SH SOLE 0 0 1309 EXXON MOBIL CORP COM 30231G102 1344678 11568 SH SOLE 0 0 11568 GENERAL MLS INC COM 370334104 214878 3071 SH SOLE 0 0 3071 ISHARES GOLD TR ISHARES NEW 464285204 26344513 627101 SH SOLE 0 0 627101 JOHNSON & JOHNSON COM 478160104 238234 1506 SH SOLE 0 0 1506 MICROSOFT CORP COM 594918104 670958 1595 SH SOLE 0 0 1595 RAYMOND JAMES FINL INC COM 754730109 3871863 30150 SH SOLE 0 0 30150 SPDR GOLD TR GOLD SHS 78463V107 269287 1309 SH SOLE 0 0 1309 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 329135 5612 SH SOLE 0 0 5612 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 23025032 47899 SH SOLE 0 0 47899 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2694813 11429 SH SOLE 0 0 11429 VANGUARD STAR FDS VG TL INTL STK F 921909768 15448990 256202 SH SOLE 0 0 256202 VANGUARD INDEX FDS TOTAL STK MKT 922908769 78997221 303952 SH SOLE 0 0 303952