0001910180-22-000007.txt : 20221110 0001910180-22-000007.hdr.sgml : 20221110 20221110133818 ACCESSION NUMBER: 0001910180-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 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: 221376275 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 09-30-2022 09-30-2022 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 11-10-2022 0 24 112846 false INFORMATION TABLE 2 csiaq3022.xml VANGUARD TOTAL STOCK MARKET ETF Equity 922908769 51145 269779 SH SOLE 0 0 269779 ISHARES GOLD TR ISHARES NEW Equity 464285204 21481 659316 SH SOLE 0 0 659316 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW Equity 922908363 19877 57347 SH SOLE 0 0 57347 VANGUARD TOTAL INTERNATIONAL STOCK ETF Equity 921909768 8346 173983 SH SOLE 0 0 173983 VANGUARD MID-CAP GROWTH ETF Equity 922908538 2880 15832 SH SOLE 0 0 15832 EXXON MOBIL CORPORATION Equity 30231G102 1589 16035 SH SOLE 0 0 16035 APPLE INCORPORATED Equity 037833100 1499 10238 SH SOLE 0 0 10238 AMAZON COM INCORPORATED Equity 023135106 819 6770 SH SOLE 0 0 6770 CONOCOPHILLIPS Equity 20825C104 651 5617 SH SOLE 0 0 5617 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW Equity 084670702 603 2158 SH SOLE 0 0 2158 AUTOMATIC DATA PROCESSING INCORPORATED Equity 053015103 542 2268 SH SOLE 0 0 2268 MICROSOFT CORPORATION Equity 594918104 473 1897 SH SOLE 0 0 1897 JOHNSON & JOHNSON Equity 478160104 343 2076 SH SOLE 0 0 2076 CHEVRON CORPORATION NEW Equity 166764100 324 2042 SH SOLE 0 0 2042 PHILLIPS 66 Equity 718546104 265 2863 SH SOLE 0 0 2863 PEPSICO INCORPORATED Equity 713448108 258 1552 SH SOLE 0 0 1552 QUALCOMM INCORPORATED Equity 747525103 250 2000 SH SOLE 0 0 2000 VANGUARD FTSE ALL-WORLD EX-US ETF Equity 922042775 248 5338 SH SOLE 0 0 5338 GENERAL MLS INCORPORATED Equity 370334104 239 3071 SH SOLE 0 0 3071 HOME DEPOT INCORPORATED Equity 437076102 223 770 SH SOLE 0 0 770 NORFOLK SOUTHN CORPORATION Equity 655844108 215 971 SH SOLE 0 0 971 APPLIED MATLS INCORPORATED Equity 038222105 213 2390 SH SOLE 0 0 2390 3M COMPANY Equity 88579Y101 200 1740 SH SOLE 0 0 1740 ENERGY TRANSFER L P COM UT LTD PTN REITs/Tangibles/LPs 29273V100 163 13787 SH SOLE 0 0 13787