0001951757-24-000014.txt : 20240112 0001951757-24-000014.hdr.sgml : 20240112 20240111204642 ACCESSION NUMBER: 0001951757-24-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240112 DATE AS OF CHANGE: 20240111 EFFECTIVENESS DATE: 20240112 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: 24530414 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 12-31-2023 12-31-2023 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 01-11-2024 0 31 148498548 false INFORMATION TABLE 2 F_13F_CSIA_Q42023.xml 3M CO COM 88579Y101 1792707 1640 SH SOLE 0 0 1640 AMAZON COM INC COM 023135106 1028634 6770 SH SOLE 0 0 6770 AMGEN INC COM 031162100 240785 836 SH SOLE 0 0 836 APPLE INC COM 037833100 1980573 10287 SH SOLE 0 0 10287 AUTOMATIC DATA PROCESSING IN COM 053015103 409561 1758 SH SOLE 0 0 1758 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1005068 2818 SH SOLE 0 0 2818 CHEVRON CORP NEW COM 166764100 291459 1954 SH SOLE 0 0 1954 CONOCOPHILLIPS COM 20825C104 651962 5617 SH SOLE 0 0 5617 EXXON MOBIL CORP COM 30231G102 1591893 15922 SH SOLE 0 0 15922 GENERAL MLS INC COM 370334104 200045 3071 SH SOLE 0 0 3071 HOME DEPOT INC COM 437076102 266844 770 SH SOLE 0 0 770 ISHARES GOLD TR ISHARES NEW 464285204 23954936 613757 SH SOLE 0 0 613757 JOHNSON & JOHNSON COM 478160104 325392 2076 SH SOLE 0 0 2076 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 835100 17736 SH SOLE 0 0 17736 MICROSOFT CORP COM 594918104 751497 1998 SH SOLE 0 0 1998 NORFOLK SOUTHN CORP COM 655844108 229608 971 SH SOLE 0 0 971 ORIGIN BANCORP INC COM 68621T102 225016 6326 SH SOLE 0 0 6326 PEPSICO INC COM 713448108 208810 1229 SH SOLE 0 0 1229 PHILLIPS 66 COM 718546104 346077 2599 SH SOLE 0 0 2599 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 638257 6396 SH SOLE 0 0 6396 PIMCO ETF TR MULTISECTOR BD 72201R585 1050725 40940 SH SOLE 0 0 40940 QUALCOMM INC COM 747525103 289260 2000 SH SOLE 0 0 2000 SCHWAB STRATEGIC TR MUN BD ETF 808524649 2084776 39627 SH SOLE 0 0 39627 SPDR GOLD TR GOLD SHS 78463V107 250242 1309 SH SOLE 0 0 1309 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 313885 5591 SH SOLE 0 0 5591 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 23066199 52807 SH SOLE 0 0 52807 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2733883 12451 SH SOLE 0 0 12451 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1775099 12997 SH SOLE 0 0 12997 VANGUARD STAR FDS VG TL INTL STK F 921909768 13243896 228501 SH SOLE 0 0 228501 VANGUARD INDEX FDS TOTAL STK MKT 922908769 66509447 280370 SH SOLE 0 0 280370 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 206912 14994 SH SOLE 0 0 14994