CB&T Wealth Management as of June 30, 2013
Portfolio Holdings for CB&T Wealth Management
CB&T Wealth Management holds 8 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3M Company (MMM) | 78.6 | $13M | 117k | 109.35 | |
iShares Russell 2000 Growth Index (IWO) | 5.8 | $951k | 8.5k | 111.48 | |
iShares Russell 2000 Value Index (IWN) | 4.6 | $746k | 8.7k | 85.85 | |
iShares MSCI EAFE Index Fund (EFA) | 4.5 | $732k | 13k | 57.28 | |
Berkshire Hathaway Inc-cl A cl a 0 | 2.1 | $337k | 2.00 | 168500.00 | |
Exxon Mobil Corporation (XOM) | 1.6 | $264k | 2.9k | 90.29 | |
Procter & Gamble Company (PG) | 1.4 | $224k | 2.9k | 77.03 | |
Microsoft Corporation (MSFT) | 1.4 | $223k | 6.5k | 34.56 |