CB^T Wealth Management as of March 31, 2013
Portfolio Holdings for CB^T Wealth Management
CB^T Wealth Management holds 6 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3M Company (MMM) | 81.1 | $12M | 117k | 106.31 | |
iShares Russell 2000 Growth Index (IWO) | 6.0 | $918k | 8.5k | 107.61 | |
iShares MSCI EAFE Index Fund (EFA) | 4.8 | $733k | 12k | 58.97 | |
iShares Russell 2000 Value Index (IWN) | 4.8 | $728k | 8.7k | 83.77 | |
Berkshire Hathaway Inc-cl A cl a 0 | 2.0 | $313k | 2.00 | 156500.00 | |
Exxon Mobil Corporation (XOM) | 1.3 | $200k | 2.2k | 90.01 |