Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARL STUART INVESTMENT ADVISOR INC | 04-24-2024 | 03-31-2024 | 15 | 154,226,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $78,997,221 | 303,952 | 0.05 | 0.05 | 26,266 | 9.46 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 2 | $26,344,513 | 627,101 | 0.02 | 0.02 | 8,646 | 1.40 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $23,025,032 | 47,899 | 0.01 | 0.02 | -5,674 | -10.59 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 4 | $15,448,990 | 256,202 | 0.01 | 0.01 | 55,049 | 27.37 | 03-31-2024 |
