CB^T Wealth Management as of Sept. 30, 2012
Portfolio Holdings for CB^T Wealth Management
CB^T Wealth Management holds 6 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3M Company (MMM) | 83.2 | $12M | 134k | 92.42 | |
iShares Russell 2000 Value Index (IWN) | 5.5 | $816k | 8.5k | 95.65 | |
iShares Russell 2000 Growth Index (IWO) | 4.3 | $643k | 8.7k | 73.99 | |
iShares MSCI EAFE Index Fund (EFA) | 3.9 | $575k | 11k | 52.98 | |
Berkshire Hathaway Inc-cl A cl a 0 | 1.8 | $265k | 2.00 | 132500.00 | |
Exxon Mobil Corporation (XOM) | 1.4 | $205k | 2.2k | 91.36 |