Instuitional Investor - Carl Stuart Investment Advisor, Inc
Fund Profile
Filing Period:
Fund Name: | Carl Stuart Investment Advisor, Inc |
Portfolio Value | $187,365,721 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 325,125 | $94,224,534 | 50.28% | |
2. | IAU | 617,752 | $30,584,902 | 16.32% | |
3. | Vanguard Index Fds | 42,067 | $22,666,311 | 12.09% | |
4. | Vanguard Star Fds | 318,258 | $18,754,947 | 10% | |
5. | Vanguard Scottsdale Funds | 54,551 | $7,888,600 | 4.21% |