0001144204-15-028647.txt : 20150508
0001144204-15-028647.hdr.sgml : 20150508
20150508104037
ACCESSION NUMBER: 0001144204-15-028647
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150508
DATE AS OF CHANGE: 20150508
EFFECTIVENESS DATE: 20150508
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: 15844930
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
03-31-2015
03-31-2015
false
CB&T Wealth Management
1 S. Nevada Ave
Ste. 200
Colorado Springs
CO
80903
13F HOLDINGS REPORT
028-13880
N
Lucas M. Hale
Chief Operating Officer
719-228-1083
/s/ Lucas M. Hale
Colorado Springs
CO
04-29-2015
0
13
29592
INFORMATION TABLE
2
infotable.xml
3M COMPANY
CS
88579y101
23962
145268
SH
SOLE
0
0
145268
BERKSHIRE HATHAWAY INC-DEL CL
CS
084670108
435
2
SH
SOLE
0
0
2
EXXON MOBIL CORP
CS
30231g102
280
3295
SH
SOLE
0
0
3295
ISHARES MSCI EAFE ETF
CS
464287465
873
13601
SH
SOLE
0
0
13601
ISHARES RUSSELL 1000 ETF
CS
464287622
332
2867
SH
SOLE
0
0
2867
ISHARES RUSSELL 2000 GROWTH ET
CS
464287648
1293
8531
SH
SOLE
0
0
8531
ISHARES RUSSELL 2000 VALUE ETF
CS
464287630
897
8690
SH
SOLE
0
0
8690
JOHNSON & JOHNSON
CS
478160104
219
2176
SH
SOLE
0
0
2176
MICROSOFT CORP
CS
594918104
244
6002
SH
SOLE
0
0
6002
PEPSICO INC
CS
713448108
222
2321
SH
SOLE
0
0
2321
POWERSHARES EXCHANGE TRADED FD
CS
73937b779
220
5798
SH
SOLE
0
0
5798
PROCTER & GAMBLE CO
CS
742718109
250
3054
SH
SOLE
0
0
3054
SPDR S&P 500 ETF TRUST
CS
78462f103
365
1766
SH
SOLE
0
0
1766