0001910180-22-000001.txt : 20220215 0001910180-22-000001.hdr.sgml : 20220215 20220214181634 ACCESSION NUMBER: 0001910180-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220215 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220215 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: 22635620 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 false false false 0001910180 XXXXXXXX 12-31-2021 12-31-2021 CARL STUART INVESTMENT ADVISOR, INC

623 W 38TH STREET SUITE 110 AUSTIN TX 78705

13F HOLDINGS REPORT 028-22190 N CARL W. STUART 512-478-2275 CARL W. STUART AUSTIN TX 02-14-2022 0 27 137759 false INFORMATION TABLE 2 csiaq42021.xml VANGUARD TOTAL STOCK MARKET ETF Equity 922908769 63702 263844 SH SOLE 0 0 263844 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW Equity 922908363 25480 58365 SH SOLE 0 0 58365 ISHARES GOLD TR ISHARES NEW Equity 464285204 21972 631194 SH SOLE 0 0 631194 VANGUARD TOTAL INTERNATIONAL STOCK ETF Equity 921909768 10008 157436 SH SOLE 0 0 157436 VANGUARD MID-CAP GROWTH ETF Equity 922908538 5553 21809 SH SOLE 0 0 21809 APPLE INCORPORATED Equity 037833100 2163 12180 SH SOLE 0 0 12180 AMAZON COM INCORPORATED Equity 023135106 1127 338 SH SOLE 0 0 338 MICROSOFT CORPORATION Equity 594918104 928 2760 SH SOLE 0 0 2760 EXXON MOBIL CORPORATION Equity 30231G102 791 12928 SH SOLE 0 0 12928 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW Equity 084670702 645 2158 SH SOLE 0 0 2158 AUTOMATIC DATA PROCESSING INCORPORATED Equity 053015103 559 2268 SH SOLE 0 0 2268 CONOCOPHILLIPS Equity 20825C104 405 5617 SH SOLE 0 0 5617 APPLIED MATLS INCORPORATED Equity 038222105 378 2400 SH SOLE 0 0 2400 VANGUARD INFORMATION TECHNOLOGY ETF Equity 92204A702 376 820 SH SOLE 0 0 820 QUALCOMM INCORPORATED Equity 747525103 366 2000 SH SOLE 0 0 2000 JOHNSON & JOHNSON Equity 478160104 355 2076 SH SOLE 0 0 2076 DISNEY WALT COMPANY Equity 254687106 333 2150 SH SOLE 0 0 2150 VANGUARD FTSE ALL-WORLD EX-US ETF Equity 922042775 321 5238 SH SOLE 0 0 5238 HOME DEPOT INCORPORATED Equity 437076102 320 770 SH SOLE 0 0 770 3M COMPANY Equity 88579Y101 309 1740 SH SOLE 0 0 1740 NORFOLK SOUTHN CORPORATION Equity 655844108 289 971 SH SOLE 0 0 971 PEPSICO INCORPORATED Equity 713448108 264 1520 SH SOLE 0 0 1520 CHEVRON CORPORATION NEW Equity 166764100 243 2072 SH SOLE 0 0 2072 NIKE INCORPORATED CLASS B Equity 654106103 230 1380 SH SOLE 0 0 1380 PUBLIC STORAGE REIT REITs/Tangibles/LPs 74460D109 228 609 SH SOLE 0 0 609 PHILLIPS 66 Equity 718546104 207 2863 SH SOLE 0 0 2863 GENERAL MLS INCORPORATED Equity 370334104 207 3071 SH SOLE 0 0 3071