CB&T Wealth Management as of Dec. 31, 2013
Portfolio Holdings for CB&T Wealth Management
CB&T Wealth Management holds 12 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 3M Company (MMM) | 76.8 | $16M | 117k | 140.25 | |
| iShares Russell 2000 Growth Index (IWO) | 5.4 | $1.2M | 8.5k | 135.51 | |
| iShares MSCI EAFE Index Fund (EFA) | 4.2 | $884k | 13k | 67.07 | |
| iShares Russell 2000 Value Index (IWN) | 4.1 | $865k | 8.7k | 99.54 | |
| Berkshire Hathaway (BRK.A) | 1.7 | $356k | 2.00 | 178000.00 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $292k | 2.9k | 101.32 | |
| iShares Russell 3000 Index (IWV) | 1.2 | $261k | 2.4k | 110.55 | |
| Procter & Gamble Company (PG) | 1.2 | $248k | 3.0k | 81.55 | |
| Microsoft Corporation (MSFT) | 1.1 | $238k | 6.4k | 37.36 | |
| iShares Russell 1000 Index (IWB) | 1.1 | $224k | 2.2k | 103.13 | |
| General Electric Company | 1.0 | $207k | 7.4k | 28.06 | |
| Johnson & Johnson (JNJ) | 0.9 | $202k | 2.2k | 91.44 |
