0001910180-22-000006.txt : 20220811 0001910180-22-000006.hdr.sgml : 20220811 20220811122514 ACCESSION NUMBER: 0001910180-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 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: 221154637 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 06-30-2022 06-30-2022 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 08-11-2022 0 25 114964 false INFORMATION TABLE 2 csiaq2022.xml AMAZON COM INCORPORATED Equity 023135106 788 6770 SH SOLE 0 0 6770 AMGEN INCORPORATED Equity 031162100 207 836 SH SOLE 0 0 836 APPLE INCORPORATED Equity 037833100 1497 10228 SH SOLE 0 0 10228 APPLIED MATLS INCORPORATED Equity 038222105 217 2390 SH SOLE 0 0 2390 AUTOMATIC DATA PROCESSING INCORPORATED Equity 053015103 491 2268 SH SOLE 0 0 2268 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW Equity 084670702 603 2158 SH SOLE 0 0 2158 CHEVRON CORPORATION NEW Equity 166764100 293 2042 SH SOLE 0 0 2042 DISNEY WALT COMPANY Equity 254687106 209 2150 SH SOLE 0 0 2150 GENERAL MLS INCORPORATED Equity 370334104 232 3071 SH SOLE 0 0 3071 HOME DEPOT INCORPORATED Equity 437076102 221 770 SH SOLE 0 0 770 ISHARES GOLD TR ISHARES NEW Equity 464285204 21663 655062 SH SOLE 0 0 655062 JOHNSON & JOHNSON Equity 478160104 371 2076 SH SOLE 0 0 2076 MICROSOFT CORPORATION Equity 594918104 509 1897 SH SOLE 0 0 1897 NORFOLK SOUTHN CORPORATION Equity 655844108 222 971 SH SOLE 0 0 971 PEPSICO INCORPORATED Equity 713448108 263 1543 SH SOLE 0 0 1543 PHILLIPS 66 Equity 718546104 236 2863 SH SOLE 0 0 2863 QUALCOMM INCORPORATED Equity 747525103 269 2000 SH SOLE 0 0 2000 VANGUARD TOTAL INTERNATIONAL STOCK ETF Equity 921909768 8718 169510 SH SOLE 0 0 169510 VANGUARD FTSE ALL-WORLD EX-US ETF Equity 922042775 264 5309 SH SOLE 0 0 5309 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW Equity 922908363 20495 57329 SH SOLE 0 0 57329 VANGUARD MID-CAP GROWTH ETF Equity 922908538 3114 16947 SH SOLE 0 0 16947 VANGUARD TOTAL STOCK MARKET ETF Equity 922908769 51999 266896 SH SOLE 0 0 266896 CONOCOPHILLIPS Equity 20825C104 485 5617 SH SOLE 0 0 5617 EXXON MOBIL CORPORATION Equity 30231G102 1372 15962 SH SOLE 0 0 15962 3M COMPANY Equity 88579Y101 226 1740 SH SOLE 0 0 1740