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