0001144204-14-064750.txt : 20141104 0001144204-14-064750.hdr.sgml : 20141104 20141103175300 ACCESSION NUMBER: 0001144204-14-064750 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141104 DATE AS OF CHANGE: 20141103 EFFECTIVENESS DATE: 20141104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CB&T Wealth Management CENTRAL INDEX KEY: 0001486083 IRS NUMBER: 841207738 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13880 FILM NUMBER: 141190600 BUSINESS ADDRESS: STREET 1: 1 S. NEVADA AVE STREET 2: STE. 200 CITY: COLORADO SPRINGS STATE: CO ZIP: 80903 BUSINESS PHONE: 719-228-1080 MAIL ADDRESS: STREET 1: 1 S. NEVADA AVE STREET 2: STE. 200 CITY: COLORADO SPRINGS STATE: CO ZIP: 80903 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001486083 XXXXXXXX 09-30-2014 09-30-2014 false CB&T Wealth Management

1 S. Nevada Ave Ste. 200 Colorado Springs CO 80903

13F HOLDINGS REPORT 028-13880 N Lucas M. Hale 719-228-1083 /s/ Lucas M. Hale Colorado Springs CO 11-03-2014 0 13 21094 INFORMATION TABLE 2 infotable.xml ***CANADIAN PACIFIC RAILWAY LT CS 13645t100 226 1090 SH SOLE 0 0 1090 3M COMPANY CS 88579y101 15898 112211 SH SOLE 0 0 112211 APPLE INC CS 037833100 221 2197 SH SOLE 0 0 2197 BERKSHIRE HATHAWAY INC-DEL CL CS 084670108 414 2 SH SOLE 0 0 2 EXXON MOBIL CORP CS 30231g102 309 3282 SH SOLE 0 0 3282 ISHARES MSCI EAFE ETF CS 464287465 832 12969 SH SOLE 0 0 12969 ISHARES RUSSELL 1000 ETF CS 464287622 283 2578 SH SOLE 0 0 2578 ISHARES RUSSELL 2000 GROWTH ET CS 464287648 1106 8531 SH SOLE 0 0 8531 ISHARES RUSSELL 2000 VALUE ETF CS 464287630 813 8690 SH SOLE 0 0 8690 JOHNSON & JOHNSON CS 478160104 232 2176 SH SOLE 0 0 2176 MICROSOFT CORP CS 594918104 284 6122 SH SOLE 0 0 6122 PEPSICO INC CS 713448108 220 2358 SH SOLE 0 0 2358 PROCTER & GAMBLE CO CS 742718109 256 3054 SH SOLE 0 0 3054