0001951757-23-000394.txt : 20230719 0001951757-23-000394.hdr.sgml : 20230719 20230719142251 ACCESSION NUMBER: 0001951757-23-000394 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230719 EFFECTIVENESS DATE: 20230719 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: 231096380 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 06-30-2023 06-30-2023 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 07-19-2023 0 23 130322024 false INFORMATION TABLE 2 F_13F_CSIA_Q22023.xml VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 297969 5476 SH SOLE 0 0 5476 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 960938 2818 SH SOLE 0 0 2818 AMAZON COM INC COM 023135106 882537 6770 SH SOLE 0 0 6770 APPLE INC COM 037833100 1991894 10269 SH SOLE 0 0 10269 AUTOMATIC DATA PROCESSING IN COM 053015103 386391 1758 SH SOLE 0 0 1758 CHEVRON CORP NEW COM 166764100 311868 1982 SH SOLE 0 0 1982 GENERAL MLS INC COM 370334104 235546 3071 SH SOLE 0 0 3071 HOME DEPOT INC COM 437076102 239193 770 SH SOLE 0 0 770 JOHNSON & JOHNSON COM 478160104 343620 2076 SH SOLE 0 0 2076 MICROSOFT CORP COM 594918104 680299 1998 SH SOLE 0 0 1998 NORFOLK SOUTHN CORP COM 655844108 220264 971 SH SOLE 0 0 971 PEPSICO INC COM 713448108 224484 1212 SH SOLE 0 0 1212 PHILLIPS 66 COM 718546104 253997 2663 SH SOLE 0 0 2663 QUALCOMM INC COM 747525103 238080 2000 SH SOLE 0 0 2000 CONOCOPHILLIPS COM 20825C104 581974 5617 SH SOLE 0 0 5617 EXXON MOBIL CORP COM 30231G102 1692266 15779 SH SOLE 0 0 15779 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 183987 14487 SH SOLE 0 0 14487 SPDR GOLD TR GOLD SHS 78463V107 233355 1309 SH SOLE 0 0 1309 ISHARES GOLD TR ISHARES NEW 464285204 22356087 614347 SH SOLE 0 0 614347 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2672712 12989 SH SOLE 0 0 12989 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21902934 53779 SH SOLE 0 0 53779 VANGUARD INDEX FDS TOTAL STK MKT 922908769 61970719 281327 SH SOLE 0 0 281327 VANGUARD STAR FDS VG TL INTL STK F 921909768 11460910 204367 SH SOLE 0 0 204367