CB^T Wealth Management as of June 30, 2012
Portfolio Holdings for CB^T Wealth Management
CB^T Wealth Management holds 7 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 3M Company (MMM) | 82.4 | $12M | 134k | 89.60 | |
| iShares Russell 2000 Growth Index (IWO) | 5.3 | $780k | 8.5k | 91.43 | |
| iShares Russell 2000 Value Index (IWN) | 4.2 | $612k | 8.7k | 70.43 | |
| iShares MSCI EAFE Index Fund (EFA) | 3.7 | $542k | 11k | 49.94 | |
| Berkshire Hathaway Inc-cl A cl a 0 | 1.7 | $250k | 2.00 | 125000.00 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $207k | 2.4k | 85.49 | |
| Microsoft Corporation (MSFT) | 1.3 | $185k | 6.1k | 30.52 |
