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Home > Institutional Investor > Carl Stuart Investment Advisor, Inc > Profile

Instuitional Investor - Carl Stuart Investment Advisor, Inc

Fund Profile
Filing Period:
Fund Name: Carl Stuart Investment Advisor, Inc
Portfolio Value $177,141,099
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 322,721 $88,696,653 50.07%
2.
Ishares Trust
 IAU 610,426 $35,990,717 20.32%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 41,903 $21,534,259 12.16%
4.
Vanguard Star Fds
 329,675 $20,472,842 11.56%
5.
Raymond James Financial Inc
 RJF 28,475 $3,955,462 2.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)