0001144204-14-010617.txt : 20140219 0001144204-14-010617.hdr.sgml : 20140219 20140219165604 ACCESSION NUMBER: 0001144204-14-010617 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140219 DATE AS OF CHANGE: 20140219 EFFECTIVENESS DATE: 20140219 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: 14626335 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 12-31-2013 12-31-2013 false CB&T Wealth Management
1 S. Nevada Ave Ste. 200 Colorado Springs CO 80903
13F HOLDINGS REPORT 028-13880 N
Justin A. Leveille Chief Operating Officer 719-228-1077 /s/ Justin A. Leveille Colorado Springs CO 02-19-2014 0 12 21292
INFORMATION TABLE 2 infotable.xml 3M COMPANY CS 88579y101 16359 116643 SH SOLE 0 0 116643 BERKSHIRE HATHAWAY INC-DEL CL CS 084670108 356 2 SH SOLE 0 0 2 EXXON MOBIL CORP CS 30231g102 292 2882 SH SOLE 0 0 2882 GENERAL ELECTRIC CO CS 369604103 207 7377 SH SOLE 0 0 7377 ISHARES MSCI EAFE INDEX FUND CS 464287465 884 13181 SH SOLE 0 0 13181 ISHARES RUSSELL 1000 INDEX FUN CS 464287622 224 2172 SH SOLE 0 0 2172 ISHARES RUSSELL 2000 VALUE IND CS 464287630 865 8690 SH SOLE 0 0 8690 ISHARES TRUST RUSSELL 2000 GRO CS 464287648 1156 8531 SH SOLE 0 0 8531 ISHARES TRUST RUSSELL 3000 IND CS 464287689 261 2361 SH SOLE 0 0 2361 JOHNSON & JOHNSON CS 478160104 202 2209 SH SOLE 0 0 2209 MICROSOFT CORP CS 594918104 238 6370 SH SOLE 0 0 6370 PROCTER & GAMBLE CO CS 742718109 248 3041 SH SOLE 0 0 3041