Instuitional Investor - Carl Stuart Investment Advisor, Inc
Fund Profile
Filing Period:
Fund Name: | Carl Stuart Investment Advisor, Inc |
Portfolio Value | $148,498,548 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 280,370 | $66,509,447 | 44.78% | |
2. | IAU | 613,757 | $23,954,936 | 16.13% | |
3. | Vanguard Index Fds | 52,807 | $23,066,199 | 15.53% | |
4. | Vanguard Star Fds | 228,501 | $13,243,896 | 8.91% | |
5. | Vanguard Index Fds | 12,451 | $2,733,883 | 1.84% |