Carl Stuart Investment Advisor

Carl Stuart Investment Advisor as of Dec. 31, 2021

Portfolio Holdings for Carl Stuart Investment Advisor

Carl Stuart Investment Advisor holds 27 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Equity (VTI) 46.2 $64M 264k 241.44
Vanguard Index Funds S&p 500 Etf Equity (VOO) 18.5 $26M 58k 436.56
Ishares Gold Tr Ishares Equity (IAU) 15.9 $22M 631k 34.81
Vanguard Total International Stock Etf Equity (VXUS) 7.3 $10M 157k 63.57
Vanguard Mid-cap Growth Etf Equity (VOT) 4.0 $5.6M 22k 254.62
Apple Incorporated Equity (AAPL) 1.6 $2.2M 12k 177.59
Amazon Com Incorporated Equity (AMZN) 0.8 $1.1M 338.00 3334.32
Microsoft Corporation Equity (MSFT) 0.7 $928k 2.8k 336.23
Exxon Mobil Corporation Equity (XOM) 0.6 $791k 13k 61.19
Berkshire Hathaway Incorporated Del Class B Equity (BRK.B) 0.5 $645k 2.2k 298.89
Automatic Data Processing Incorporated Equity (ADP) 0.4 $559k 2.3k 246.47
Conocophillips Equity (COP) 0.3 $405k 5.6k 72.10
Applied Matls Incorporated Equity (AMAT) 0.3 $378k 2.4k 157.50
Vanguard Information Technology Etf Equity (VGT) 0.3 $376k 820.00 458.54
Qualcomm Incorporated Equity (QCOM) 0.3 $366k 2.0k 183.00
Johnson & Johnson Equity (JNJ) 0.3 $355k 2.1k 171.00
Disney Walt Company Equity (DIS) 0.2 $333k 2.2k 154.88
Vanguard Ftse All-world Ex-us Etf Equity (VEU) 0.2 $321k 5.2k 61.28
Home Depot Incorporated Equity (HD) 0.2 $320k 770.00 415.58
3m Company Equity (MMM) 0.2 $309k 1.7k 177.59
Norfolk Southn Corporation Equity (NSC) 0.2 $289k 971.00 297.63
Pepsico Incorporated Equity (PEP) 0.2 $264k 1.5k 173.68
Chevron Corporation Equity (CVX) 0.2 $243k 2.1k 117.28
Nike Incorporated Class B Equity (NKE) 0.2 $230k 1.4k 166.67
Public Storage Reit REITs/Tangibles/LPs (PSA) 0.2 $228k 609.00 374.38
General Mls Incorporated Equity (GIS) 0.2 $207k 3.1k 67.40
Phillips 66 Equity (PSX) 0.2 $207k 2.9k 72.30