CB&T Wealth Management as of Sept. 30, 2013
Portfolio Holdings for CB&T Wealth Management
CB&T Wealth Management holds 9 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 3M Company (MMM) | 78.0 | $14M | 117k | 119.41 | |
| iShares Russell 2000 Growth Index (IWO) | 6.0 | $1.1M | 8.5k | 125.89 | |
| iShares MSCI EAFE Index Fund (EFA) | 4.6 | $820k | 13k | 63.80 | |
| iShares Russell 2000 Value Index (IWN) | 4.5 | $796k | 8.7k | 91.60 | |
| Berkshire Hathaway Inc-cl A cl a 0 | 1.9 | $341k | 2.00 | 170500.00 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $239k | 2.8k | 85.91 | |
| Procter & Gamble Company (PG) | 1.3 | $232k | 3.1k | 75.69 | |
| Microsoft Corporation (MSFT) | 1.2 | $215k | 6.5k | 33.30 | |
| iShares Russell 3000 Index (IWV) | 1.2 | $207k | 2.0k | 101.47 |
