0001910180-22-000002.txt : 20220412 0001910180-22-000002.hdr.sgml : 20220412 20220412114648 ACCESSION NUMBER: 0001910180-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220412 DATE AS OF CHANGE: 20220412 EFFECTIVENESS DATE: 20220412 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: 22821524 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 03-31-2022 03-31-2022 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 04-12-2022 0 66 200842 false INFORMATION TABLE 2 csiaq12022.xml AMAZON COM INC COM 023135106 451 143 SH SOLE 0 0 143 APPLE INC COM 037833100 815 4733 SH SOLE 0 0 4733 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3154 9103 SH SOLE 0 0 9103 CVS HEALTH CORP COM 126650100 215 2075 SH SOLE 0 0 2075 ECOLAB INC COM 278865100 277 1510 SH SOLE 0 0 1510 ISHARES TR TIPS BD ETF 464287176 1101 9067 SH SOLE 0 0 9067 ISHARES TR CORE US AGGBD ET 464287226 11630 110492 SH SOLE 0 0 110492 ISHARES TR S&P 500 GRWT ETF 464287309 1070 14225 SH SOLE 0 0 14225 ISHARES TR S&P 500 VAL ETF 464287408 35742 228995 SH SOLE 0 0 228995 ISHARES TR RUS MDCP VAL ETF 464287473 17898 151010 SH SOLE 0 0 151010 ISHARES TR RUS MID CAP ETF 464287499 1854 24051 SH SOLE 0 0 24051 ISHARES TR NASDAQ BIOTECH 464287556 710 5299 SH SOLE 0 0 5299 ISHARES TR RUS 1000 ETF 464287622 409 1650 SH SOLE 0 0 1650 ISHARES TR RUSSELL 2000 ETF 464287655 7636 38281 SH SOLE 0 0 38281 ISHARES TR EAFE SML CP ETF 464288273 290 4440 SH SOLE 0 0 4440 ISHARES TR NATIONAL MUN ETF 464288414 1055 9698 SH SOLE 0 0 9698 MICROSOFT CORP COM 594918104 246 816 SH SOLE 0 0 816 US BANCORP DEL COM NEW 902973304 550 10458 SH SOLE 0 0 10458 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 414 5339 SH SOLE 0 0 5339 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2283 48050 SH SOLE 0 0 48050 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 264 2341 SH SOLE 0 0 2341 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7405 146773 SH SOLE 0 0 146773 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2579 49771 SH SOLE 0 0 49771 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2701 22031 SH SOLE 0 0 22031 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 333 3319 SH SOLE 0 0 3319 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 206 3599 SH SOLE 0 0 3599 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6532 141592 SH SOLE 0 0 141592 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 992 19396 SH SOLE 0 0 19396 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1686 11344 SH SOLE 0 0 11344 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3970 36221 SH SOLE 0 0 36221 VANGUARD INDEX FDS SM CP VAL ETF 922908611 351 2047 SH SOLE 0 0 2047 VANGUARD INDEX FDS LARGE CAP ETF 922908637 532 2578 SH SOLE 0 0 2578 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 504 3135 SH SOLE 0 0 3135 VANGUARD INDEX FDS GROWTH ETF 922908736 838 2970 SH SOLE 0 0 2970 VANGUARD INDEX FDS VALUE ETF 922908744 3159 21271 SH SOLE 0 0 21271 VANGUARD INDEX FDS SMALL CP ETF 922908751 376 1812 SH SOLE 0 0 1812 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1610 7143 SH SOLE 0 0 7143 AMERISOURCEBERGEN CORP COM 03073E105 459 2814 SH SOLE 0 0 2814 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 3056 117915 SH SOLE 0 0 117915 ALPHABET INC CAP STK CL A 02079K305 571 210 SH SOLE 0 0 210 BROADCOM INC COM 11135F101 302 500 SH SOLE 0 0 500 CISCO SYS INC COM 17275R102 234 4275 SH SOLE 0 0 4275 ISHARES TR CORE MSCI EAFE 46432F842 14123 205301 SH SOLE 0 0 205301 ISHARES INC CORE MSCI EMKT 46434G103 1193 21564 SH SOLE 0 0 21564 ISHARES INC MSCI EMRG CHN 46434G764 2879 49900 SH SOLE 0 0 49900 ISHARES TR CONV BD ETF 46435G102 3004 36710 SH SOLE 0 0 36710 NVIDIA CORPORATION COM 67066G104 756 3121 SH SOLE 0 0 3121 SPDR S&P 500 ETF TR TR UNIT 78462F103 373 832 SH SOLE 0 0 832 SPDR SER TR S&P 600 SMCP VAL 78464A300 1232 15211 SH SOLE 0 0 15211 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 331 3760 SH SOLE 0 0 3760 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 414 2919 SH SOLE 0 0 2919 SELECT SECTOR SPDR TR ENERGY 81369Y506 358 4625 SH SOLE 0 0 4625 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1218 7881 SH SOLE 0 0 7881 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 263 3851 SH SOLE 0 0 3851 3M CO COM 88579Y101 316 2105 SH SOLE 0 0 2105 UNITEDHEALTH GROUP INC COM 91324P102 372 693 SH SOLE 0 0 693 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 299 1002 SH SOLE 0 0 1002 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 684 2595 SH SOLE 0 0 2595 VANGUARD WORLD FDS INF TECH ETF 92204A702 1523 3775 SH SOLE 0 0 3775 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 281 3619 SH SOLE 0 0 3619 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 235 2914 SH SOLE 0 0 2914 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 40275 574622 SH SOLE 0 0 574622 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1589 21791 SH SOLE 0 0 21791 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 2055 10018 SH SOLE 0 0 10018 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 256 748 SH SOLE 0 0 748 MEDTRONIC PLC SHS G5960L103 353 3142 SH SOLE 0 0 3142