0001144204-15-006138.txt : 20150205 0001144204-15-006138.hdr.sgml : 20150205 20150205101737 ACCESSION NUMBER: 0001144204-15-006138 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150205 DATE AS OF CHANGE: 20150205 EFFECTIVENESS DATE: 20150205 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: 15578379 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 12-31-2014 12-31-2014 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 02-05-2015 0 15 24787 INFORMATION TABLE 2 infotable.xml ***CANADIAN PACIFIC RAILWAY LT CS 13645t100 210 1090 SH SOLE 0 0 1090 3M COMPANY CS 88579y101 18905 115051 SH SOLE 0 0 115051 BERKSHIRE HATHAWAY INC-DEL CL CS 084670108 452 2 SH SOLE 0 0 2 EXXON MOBIL CORP CS 30231g102 303 3282 SH SOLE 0 0 3282 ISHARES MSCI EAFE ETF CS 464287465 805 13239 SH SOLE 0 0 13239 ISHARES RUSSELL 1000 ETF CS 464287622 311 2714 SH SOLE 0 0 2714 ISHARES RUSSELL 2000 GROWTH ET CS 464287648 1215 8531 SH SOLE 0 0 8531 ISHARES RUSSELL 2000 VALUE ETF CS 464287630 884 8690 SH SOLE 0 0 8690 JOHNSON & JOHNSON CS 478160104 226 2157 SH SOLE 0 0 2157 MICROSOFT CORP CS 594918104 284 6122 SH SOLE 0 0 6122 PEPSICO INC CS 713448108 219 2321 SH SOLE 0 0 2321 POWERSHARES EXCHANGE TRADED FD CS 73937b779 209 5513 SH SOLE 0 0 5513 PROCTER & GAMBLE CO CS 742718109 278 3054 SH SOLE 0 0 3054 SEMPRA ENERGY CS 816851109 201 1801 SH SOLE 0 0 1801 SPDR S&P 500 ETF TRUST CS 78462f103 285 1386 SH SOLE 0 0 1386