CB^T Wealth Management as of Dec. 31, 2012
Portfolio Holdings for CB^T Wealth Management
CB^T Wealth Management holds 5 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3M Company (MMM) | 81.7 | $11M | 117k | 92.85 | |
iShares Russell 2000 Growth Index (IWO) | 6.1 | $813k | 8.5k | 95.30 | |
iShares MSCI EAFE Index Fund (EFA) | 5.2 | $693k | 12k | 56.88 | |
iShares Russell 2000 Value Index (IWN) | 4.9 | $656k | 8.7k | 75.49 | |
Berkshire Hathaway Inc-cl A cl a 0 | 2.0 | $268k | 2.00 | 134000.00 |