CB^T Wealth Management as of Sept. 30, 2011
Portfolio Holdings for CB^T Wealth Management
CB^T Wealth Management holds 5 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3M Company (MMM) | 71.6 | $4.5M | 63k | 71.78 | |
iShares Russell 2000 Growth Index (IWO) | 8.8 | $553k | 7.5k | 73.43 | |
iShares MSCI EAFE Index Fund (EFA) | 8.3 | $519k | 11k | 47.82 | |
iShares Russell 2000 Value Index (IWN) | 7.9 | $496k | 8.7k | 57.08 | |
Berkshire Hathaway Inc-cl A cl a 0 | 3.4 | $214k | 2.00 | 107000.00 |