CARL STUART INVESTMENT ADVISOR, INC
28 holdingsFiling period: 2026-03-31Current AUM: $248.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 337.9K | $108.4M | $124.4M | 49.97% | -- | 2026-03-31 |
| 2 | IAU | ISHARES GOLD TR | 528.8K | $46.6M | $40.3M | 16.18% | -31,828 | 2026-03-31 |
| 3 | VXUS | VANGUARD STAR FDS | 376.1K | $29.0M | $31.8M | 12.78% | +4.3K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 41.0K | $24.5M | $28.2M | 11.31% | -225 | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.1K | $2.9M | $2.9M | 1.17% | -- | 2026-03-31 |
| 6 | RJF | RAYMOND JAMES FINL INC | 19.1K | $2.8M | $3.4M | 1.35% | -- | 2026-03-31 |
| 7 | XOM | EXXON MOBIL CORP | 13.0K | $2.2M | $2.0M | 0.81% | +63 | 2026-03-31 |
| 8 | XOM | EXXON MOBIL CORP | 13.0K | $2.2M | $2.0M | 0.81% | +63 | 2026-03-31 |
| 9 | VOT | VANGUARD INDEX FDS | 7.4K | $1.9M | $2.2M | 0.88% | -80 | 2026-03-31 |
| 10 | IAUM | ISHARES GOLD TR | 32.9K | $1.5M | $1.3M | 0.53% | +8.9K | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 6.8K | $1.4M | $1.8M | 0.74% | -- | 2026-03-31 |
| 12 | ET | ENERGY TRANSFER L P | 54.9K | $1.1M | $1.1M | 0.45% | -- | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 2.6K | $974K | $1.2M | 0.49% | +1.0K | 2026-03-31 |
| 14 | GLD | SPDR GOLD TR | 1.5K | $635K | $548K | 0.22% | +229 | 2026-03-31 |
| 15 | SCHX | SCHWAB STRATEGIC TR | 24.6K | $629K | $722K | 0.29% | -- | 2026-03-31 |
| 16 | FNDF | SCHWAB STRATEGIC TR | 11.9K | $580K | $640K | 0.26% | -- | 2026-03-31 |
| 17 | VYMI | VANGUARD WHITEHALL FDS | 6.0K | $566K | $622K | 0.25% | -- | 2026-03-31 |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | 6.0K | $448K | $494K | 0.20% | +9 | 2026-03-31 |
| 19 | VIGI | VANGUARD WHITEHALL FDS | 5.0K | $440K | $484K | 0.19% | -- | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 1.5K | $368K | $386K | 0.16% | -- | 2026-03-31 |
| 21 | ADP | AUTOMATIC DATA PROCESSING IN | 1.5K | $298K | $391K | 0.16% | -- | 2026-03-31 |
| 22 | RTX | RTX CORPORATION | 1.5K | $294K | $328K | 0.13% | -- | 2026-03-31 |
| 23 | GILD | GILEAD SCIENCES INC | 2.0K | $278K | $260K | 0.10% | -- | 2026-03-31 |
| 24 | AAPL | APPLE INC | 1.0K | $256K | $312K | 0.13% | +1 | 2026-03-31 |
| 25 | VGK | VANGUARD INTL EQUITY INDEX F | 2.6K | $214K | $235K | 0.09% | -- | 2026-03-31 |
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