0001144204-15-047910.txt : 20150811 0001144204-15-047910.hdr.sgml : 20150811 20150810202920 ACCESSION NUMBER: 0001144204-15-047910 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150811 DATE AS OF CHANGE: 20150810 EFFECTIVENESS DATE: 20150811 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: 151042282 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 06-30-2015 06-30-2015 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 08-10-2015 0 13 28382
INFORMATION TABLE 2 infotable.xml 3M COMPANY CS 88579y101 22411 145243 SH SOLE 0 0 145243 BERKSHIRE HATHAWAY INC-DEL CL CS 084670108 410 2 SH SOLE 0 0 2 EXXON MOBIL CORP CS 30231g102 271 3263 SH SOLE 0 0 3263 ISHARES MSCI EAFE ETF CS 464287465 850 13389 SH SOLE 0 0 13389 ISHARES RUSSELL 1000 ETF CS 464287622 442 3809 SH SOLE 0 0 3809 ISHARES RUSSELL 2000 GROWTH ET CS 464287648 1319 8531 SH SOLE 0 0 8531 ISHARES RUSSELL 2000 VALUE ETF CS 464287630 886 8690 SH SOLE 0 0 8690 JOHNSON & JOHNSON CS 478160104 220 2260 SH SOLE 0 0 2260 MICROSOFT CORP CS 594918104 268 6061 SH SOLE 0 0 6061 PEPSICO INC CS 713448108 219 2349 SH SOLE 0 0 2349 POWERSHARES EXCHANGE TRADED FD CS 73937b779 218 5949 SH SOLE 0 0 5949 PROCTER & GAMBLE CO CS 742718109 204 2609 SH SOLE 0 0 2609 SPDR S&P 500 ETF TRUST CS 78462f103 664 3226 SH SOLE 0 0 3226