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  Name: CARL STUART INVESTMENT ADVISOR INC
  City: AUSTIN
  State: TX
  Zip: 78705
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $154,227,000
  Total Value Change : $5,728,000
  Securities Held Change : -16
   
All Securities Held : 15
  New Positions : 1
  Closed Positions : 17
  Increased Positions : 4
  Unchanged Positions : 2
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 1 - $261.93 $78,997,000 303,952 51.22% 12,488,000 23,582 0.031    Closed - End Fund - E...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 2 - $44.97 $26,345,000 627,101 17.08% 2,390,000 13,344 0.035    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 4 - $61.94 $15,449,000 256,202 10.02% 2,205,000 27,701 0.044    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 10 - $57.31 $329,000 5,612 0.21% 15,000 21 0.001    Closed - End Fund - F...

      4 Records Found
  1    
Page 1 of 1
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