0001468685-15-000005.txt : 20151112
0001468685-15-000005.hdr.sgml : 20151112
20151112150730
ACCESSION NUMBER: 0001468685-15-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150930
FILED AS OF DATE: 20151112
DATE AS OF CHANGE: 20151112
EFFECTIVENESS DATE: 20151112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Budros, Ruhlin & Roe, Inc.
CENTRAL INDEX KEY: 0001468685
IRS NUMBER: 311237051
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13562
FILM NUMBER: 151223818
BUSINESS ADDRESS:
STREET 1: 1801 WATERMARK DRIVE, SUITE 300
CITY: COLUMBUS
STATE: OH
ZIP: 43215-7088
BUSINESS PHONE: 614-481-6900
MAIL ADDRESS:
STREET 1: 1801 WATERMARK DRIVE, SUITE 300
CITY: COLUMBUS
STATE: OH
ZIP: 43215-7088
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001468685
XXXXXXXX
09-30-2015
09-30-2015
Budros, Ruhlin & Roe, Inc.
1801 WATERMARK DRIVE, SUITE 300
COLUMBUS
OH
43215-7088
13F HOLDINGS REPORT
028-13562
N
John D. Schuman
Chief Compliance Officer
614-481-6900
John D. Schuman
Columbus
OH
11-12-2015
0
98
233439
false
INFORMATION TABLE
2
brr13f3q2015.xml
3M Company
COM
88579Y101
998
7036
SH
SOLE
7036
0
0
Ace Limited
SHS
H0023R105
586
5665
SH
SOLE
5665
0
0
Altria Group Inc
COM
02209S103
1393
25604
SH
SOLE
25604
0
0
Amazon.com Inc
COM
023135106
577
1127
SH
SOLE
1127
0
0
American Express
COM
025816109
1326
17884
SH
SOLE
17884
0
0
Apple Computer Inc
COM
037833100
4720
42792
SH
SOLE
42792
0
0
AstraZeneca Plc ADR F
SPONSORED ADR
046353108
522
16394
SH
SOLE
16394
0
0
AT&T Inc
COM
00206R102
1188
36462
SH
SOLE
36462
0
0
Bank of America Corp
COM
060505104
330
21213
SH
SOLE
21213
0
0
BCE Inc
COM NEW
05534B760
827
20189
SH
SOLE
20189
0
0
Berkshire Hathaway
CL A
084670108
27919
143
SH
SOLE
143
0
0
Berkshire Hathaway Cl B
CL B
084670702
59121
453381
SH
SOLE
453381
0
0
Bob Evans Farms Inc
COM
096761101
376
8666
SH
SOLE
8666
0
0
Boeing Co
COM
097023105
626
4780
SH
SOLE
4780
0
0
Bristol-Myers Squibb
COM
110122108
1713
28944
SH
SOLE
28944
0
0
Cardinal Health Inc
COM
14149Y108
803
10456
SH
SOLE
10456
0
0
Celgene Corp
COM
151020104
422
3900
SH
SOLE
3900
0
0
Cerus Corporation
COM
157085101
47
10300
SH
SOLE
10300
0
0
ChevronTexaco Corp
COM
166764100
760
9635
SH
SOLE
9635
0
0
Cisco Systems
COM
17275R102
3593
136859
SH
SOLE
136859
0
0
Citigroup Inc
COM NEW
172967424
296
5968
SH
SOLE
5968
0
0
Coca-Cola Co
COM
191216100
1455
36257
SH
SOLE
36257
0
0
Colgate Palmolive Co
COM
194162103
252
3974
SH
SOLE
3974
0
0
ConocoPhillips
COM
20825C104
785
16365
SH
SOLE
16365
0
0
Corning Inc.
COM
219350105
253
14793
SH
SOLE
14793
0
0
Diageo Plc New F 1 ADR Reps 4
COM
25243Q205
733
6796
SH
SOLE
6796
0
0
E.I. Du Pont de Nemours
COM
263534109
705
14620
SH
SOLE
14620
0
0
Enterprise Products Partners M
COM
293792107
362
14556
SH
SOLE
14556
0
0
Express Scripts
COM
30219G108
518
6399
SH
SOLE
6399
0
0
Exxon Mobil Corporation
COM
30231G102
1515
20377
SH
SOLE
20377
0
0
Facebook Inc Class A
CL A
30303M102
364
4047
SH
SOLE
4047
0
0
General Electric
COM
369604103
3173
125801
SH
SOLE
125801
0
0
Genuine Parts Co
COM
372460105
692
8351
SH
SOLE
8351
0
0
Google Inc
CL A
38259P508
380
595
SH
SOLE
595
0
0
Google Inc
CL C
38259P706
352
579
SH
SOLE
579
0
0
RYDEX ETF TRUST
GUG S&P500 PU GR
78355W403
945
12209
SH
SOLE
12209
0
0
HCP Inc
COM
40414L109
758
20359
SH
SOLE
20359
0
0
Health Care REIT
COM
42217K106
997
14719
SH
SOLE
14719
0
0
Hewlett Packard Company
COM
428236103
754
29443
SH
SOLE
29443
0
0
Home Depot Inc
COM
437076102
277
2398
SH
SOLE
2398
0
0
HSBC Hldngs PLC
SPON ADR NEW
404280406
466
12311
SH
SOLE
12311
0
0
Huntington Bancshares
COM
446150104
247
23272
SH
SOLE
23272
0
0
Intel Corp
COM
458140100
2778
92167
SH
SOLE
92167
0
0
International Business Machine
COM
459200101
1330
9175
SH
SOLE
9175
0
0
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
3445
140886
SH
SOLE
140886
0
0
BARCLAYS BK PLC
IPTH PURE BRD
06740P114
8509
318657
SH
SOLE
318657
0
0
ISHARES TR
BARCLYS TIPS BD
464287176
846
7641
SH
SOLE
7641
0
0
ISHARES TR
MRGSTR SM CP GR
464288604
273
2125
SH
SOLE
2125
0
0
ISHARES TR
MSCI EAFE IDX
464287465
766
13367
SH
SOLE
13367
0
0
ISHARES TR
MSCI VAL IDX
464288877
262
5657
SH
SOLE
5657
0
0
ISHARES TR
RUSSELL1000GRW
464287614
631
6788
SH
SOLE
6788
0
0
ISHARES TR
RUSSELL 1000
464287622
18775
175382
SH
SOLE
175382
0
0
ISHARES TR
RUSSELL 2000
464287655
1287
11786
SH
SOLE
11786
0
0
ISHARES TR
S&P 500 INDEX
464287200
2632
13655
SH
SOLE
13655
0
0
Johnson & Johnson
COM
478160104
1511
16184
SH
SOLE
16184
0
0
JP Morgan Chase & Co.
COM
46625H100
5321
87275
SH
SOLE
87275
0
0
Keycorp Inc
COM
493267108
134
10282
SH
SOLE
10282
0
0
Kimberly-Clark
COM
494368103
797
7310
SH
SOLE
7310
0
0
L Brands Inc
COM
532716107
210
2329
SH
SOLE
2329
0
0
Leucadia National Corp
COM
527288104
220
10871
SH
SOLE
10871
0
0
Lilly (Eli) & Company
COM
532457108
2263
27035
SH
SOLE
27035
0
0
M/I Homes, Inc.
COM
55305B101
204
8640
SH
SOLE
8640
0
0
McDonald's Corp
COM
580135101
1674
16986
SH
SOLE
16986
0
0
Medtronic Inc
COM
585055106
253
3784
SH
SOLE
3784
0
0
Merck & Co
COM
58933y105
2157
43675
SH
SOLE
43675
0
0
Metropolitan Life Insurance
COM
59156R108
728
15444
SH
SOLE
15444
0
0
Mettler-Toledo International I
COM
592688105
1040
3652
SH
SOLE
3652
0
0
Microsoft Corp
COM
594918104
3593
81189
SH
SOLE
81189
0
0
MS India Investment Fund
COM
61745C105
400
15164
SH
SOLE
15164
0
0
NextEra Energy Inc
COM
65339f101
1136
11641
SH
SOLE
11641
0
0
PepsiCo Inc
COM
713448108
425
4504
SH
SOLE
4504
0
0
Pfizer Inc
COM
717081103
2395
76236
SH
SOLE
76236
0
0
Philip Morris International
COM
718172109
964
12153
SH
SOLE
12153
0
0
PowerShares DB Com Index Track
UNIT BEN INT
73935S105
190
12519
SH
SOLE
12519
0
0
Procter & Gamble
COM
742718109
3066
42622
SH
SOLE
42622
0
0
Quality Systems
COM
747582104
125
10000
SH
SOLE
10000
0
0
Raytheon Co New Cl A
COM
755111507
1012
9263
SH
SOLE
9263
0
0
Repligen Corporation
COM
759916109
390
14000
SH
SOLE
14000
0
0
Royal Dutch Shell B ADR F
SPON ADR B
780259107
559
11769
SH
SOLE
11769
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1660
36272
SH
SOLE
36272
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
209
5261
SH
SOLE
5261
0
0
Sirius XM Radio Inc.
COM
82967N108
75
20000
SH
SOLE
20000
0
0
SPDR S&P 500 Index ETF
TR UNIT
78462F103
376
1960
SH
SOLE
1960
0
0
Starbucks Corp
COM
855244109
2931
51565
SH
SOLE
51565
0
0
Symantec Corp
COM
871503108
551
28312
SH
SOLE
28312
0
0
The Travelers Companies Inc
COM
89417E109
791
7951
SH
SOLE
7951
0
0
Time Warner Inc
COM
887317303
555
8067
SH
SOLE
8067
0
0
Unilever N V New F
COM
904784709
777
19339
SH
SOLE
19339
0
0
United Healthcare Corp
COM
91324P102
222
1910
SH
SOLE
1910
0
0
United Technologies Corp
COM
913017109
583
6547
SH
SOLE
6547
0
0
US Bancorp
COM
902973304
328
7997
SH
SOLE
7997
0
0
Vanguard BD Index FD INC
INTERMED TERM
921937819
211
2491
SH
SOLE
2491
0
0
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
20687
280539
SH
SOLE
280539
0
0
Vodafone Group Plc ADR F
SPON ADR NO PAR
92857W209
497
15655
SH
SOLE
15655
0
0
Wal-Mart Stores Inc
COM
931142103
1289
19876
SH
SOLE
19876
0
0
Walt Disney Holding Co
COM DISNEY
254687106
2538
24838
SH
SOLE
24838
0
0
Wells Fargo & Co New
COM
949746101
2417
47075
SH
SOLE
47075
0
0
Worthington Industries
COM
981811102
315
11897
SH
SOLE
11897
0
0