0001468685-16-000009.txt : 20161110
0001468685-16-000009.hdr.sgml : 20161110
20161110102928
ACCESSION NUMBER: 0001468685-16-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160930
FILED AS OF DATE: 20161110
DATE AS OF CHANGE: 20161110
EFFECTIVENESS DATE: 20161110
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: 161986451
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
09-30-2016
09-30-2016
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
11-10-2016
0
110
303607
false
INFORMATION TABLE
2
budros13f3q2016.xml
3M Company
COM
88579Y101
1185
6722
SH
SOLE
6722
0
0
Altria Group Inc
COM
02209S103
1276
20174
SH
SOLE
20174
0
0
Amazon.com Inc
COM
023135106
494
590
SH
SOLE
590
0
0
American Express
COM
025816109
1055
16468
SH
SOLE
16468
0
0
Amgen Inc
COM
031162100
533
3196
SH
SOLE
3196
0
0
Apple Computer Inc
COM
037833100
5051
44678
SH
SOLE
44678
0
0
AstraZeneca Plc ADR F
SPONSORED ADR
046353108
550
16724
SH
SOLE
16724
0
0
AT&T Inc
COM
00206R102
1433
35290
SH
SOLE
35290
0
0
Bank of America Corp
COM
060505104
331
21165
SH
SOLE
21165
0
0
BCE Inc
COM NEW
05534B760
887
19214
SH
SOLE
19214
0
0
Berkshire Hathaway
CL A
084670108
32865
152
SH
SOLE
152
0
0
Berkshire Hathaway Cl B
CL B
084670702
71660
496019
SH
SOLE
496019
0
0
Bob Evans Farms Inc
COM
096761101
332
8666
SH
SOLE
8666
0
0
Boeing Co
COM
097023105
908
6894
SH
SOLE
6894
0
0
Bristol-Myers Squibb
COM
110122108
1375
25500
SH
SOLE
25500
0
0
Cardinal Health Inc
COM
14149Y108
834
10734
SH
SOLE
10734
0
0
Castlight Health, Inc.
CL B
14862Q100
83
20000
SH
SOLE
20000
0
0
Celgene Corp
COM
151020104
421
4031
SH
SOLE
4031
0
0
Cerus Corporation
COM
157085101
80
12870
SH
SOLE
12870
0
0
ChevronTexaco Corp
COM
166764100
1053
10228
SH
SOLE
10228
0
0
Chubb Corp
COM
171232101
993
7903
SH
SOLE
7903
0
0
Cisco Systems
COM
17275R102
4025
126890
SH
SOLE
126890
0
0
Citigroup Inc
COM NEW
172967424
268
5669
SH
SOLE
5669
0
0
Coca-Cola Co
COM
191216100
1429
33757
SH
SOLE
33757
0
0
Colgate Palmolive Co
COM
194162103
246
3319
SH
SOLE
3319
0
0
ConocoPhillips
COM
20825C104
663
15255
SH
SOLE
15255
0
0
Corning Inc.
COM
219350105
713
30153
SH
SOLE
30153
0
0
Diageo Plc New F 1 ADR Reps 4
COM
25243Q205
801
6906
SH
SOLE
6906
0
0
E.I. Du Pont de Nemours
COM
263534109
944
14095
SH
SOLE
14095
0
0
Swedish Expt CR Corp
ROG TTL ETN 22
870297801
14197
2839313
SH
SOLE
2839313
0
0
Enterprise Products Partners M
COM
293792107
240
8690
SH
SOLE
8690
0
0
Express Scripts
COM
30219G108
331
4696
SH
SOLE
4696
0
0
Exxon Mobil Corporation
COM
30231G102
1517
17383
SH
SOLE
17383
0
0
Facebook Inc Class A
CL A
30303M102
674
5253
SH
SOLE
5253
0
0
Fifth Third Bancorp
COM
316773100
214
10473
SH
SOLE
10473
0
0
General Electric
COM
369604103
3437
116031
SH
SOLE
116031
0
0
Genuine Parts Co
COM
372460105
787
7836
SH
SOLE
7836
0
0
Google Inc Cl A
CL A
38259P508
523
650
SH
SOLE
650
0
0
Google Inc Class A
CL C
38259P706
461
593
SH
SOLE
593
0
0
GOLDMAN SACHS GROUP INC
SP ENHCMD37ETN
38144L852
233
10796
SH
SOLE
10796
0
0
CLAYMORE EXCHANGE TRD FD TR
GUGG CRP BD 2017
18383M548
1251
55176
SH
SOLE
55176
0
0
RYDEX ETF TRUST
GUG S&P500 PU GR
78355W403
1015
12046
SH
SOLE
12046
0
0
HCA Inc
COM
40412C101
248
3281
SH
SOLE
3281
0
0
HCP Inc
COM
40414L109
708
18659
SH
SOLE
18659
0
0
Hewlett Packard Company
COM
428236103
415
26703
SH
SOLE
26703
0
0
Hewlett Packard Enterprise Com
COM
42824C109
607
26678
SH
SOLE
26678
0
0
Home Depot Inc
COM
437076102
215
1674
SH
SOLE
1674
0
0
HSBC Hldngs PLC
SPON ADR NEW
404280406
480
12754
SH
SOLE
12754
0
0
Huntington Bancshares
COM
446150104
336
34053
SH
SOLE
34053
0
0
Intel Corp
COM
458140100
3121
82663
SH
SOLE
82663
0
0
International Business Machine
COM
459200101
1404
8837
SH
SOLE
8837
0
0
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
775
33021
SH
SOLE
33021
0
0
BARCLAYS BK PLC
IPTH PURE BRD
06740P114
412
15534
SH
SOLE
15534
0
0
ISHARES TR
BARCLYS TIPS BD
464287176
875
7509
SH
SOLE
7509
0
0
ISHARES TR
MSCI EAFE IDX
464287465
1190
20124
SH
SOLE
20124
0
0
ISHARES TR
MSCI VAL IDX
464288877
448
9714
SH
SOLE
9714
0
0
ISHARES TR
MRGSTR SM CP GR
464288604
306
2125
SH
SOLE
2125
0
0
ISHARES TR
RUSSELL1000GRW
464287614
689
6613
SH
SOLE
6613
0
0
ISHARES TR
RUSSELL 1000
464287622
20303
168544
SH
SOLE
168544
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
206
1385
SH
SOLE
1385
0
0
ISHARES TR
RUSSELL 2000
464287655
1747
14068
SH
SOLE
14068
0
0
ISHARES TR
S&P 500 INDEX
464287200
2514
11554
SH
SOLE
11554
0
0
Johnson & Johnson
COM
478160104
1801
15250
SH
SOLE
15250
0
0
Johnson Controls International
COM
G51502105
303
6521
SH
SOLE
6521
0
0
JP Morgan Alerian MLP Index ET
ALERIAN ML ETN
46625H365
28191
894943
SH
SOLE
894943
0
0
JP Morgan Chase & Co.
COM
46625H100
5574
83706
SH
SOLE
83706
0
0
Kimberly-Clark
COM
494368103
891
7066
SH
SOLE
7066
0
0
Lilly (Eli) & Company
COM
532457108
2072
25815
SH
SOLE
25815
0
0
Lockheed Martin Corp
COM
539830109
371
1549
SH
SOLE
1549
0
0
M/I Homes, Inc.
COM
55305B101
204
8640
SH
SOLE
8640
0
0
McDonald's Corp
COM
580135101
1628
14113
SH
SOLE
14113
0
0
Merck & Co
COM
58933y105
2512
40245
SH
SOLE
40245
0
0
Metropolitan Life Insurance
COM
59156R108
686
15449
SH
SOLE
15449
0
0
Mettler-Toledo International I
COM
592688105
683
1626
SH
SOLE
1626
0
0
Microsoft Corp
COM
594918104
4319
74986
SH
SOLE
74986
0
0
MS India Investment Fund
COM
61745C105
431
15164
SH
SOLE
15164
0
0
NextEra Energy Inc
COM
65339f101
1495
12219
SH
SOLE
12219
0
0
NiSource
COM
65473P105
784
32523
SH
SOLE
32523
0
0
PepsiCo Inc
COM
713448108
482
4429
SH
SOLE
4429
0
0
Pfizer Inc
COM
717081103
2434
71855
SH
SOLE
71855
0
0
Philip Morris International
COM
718172109
1066
10965
SH
SOLE
10965
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
3334
32875
SH
SOLE
32875
0
0
Procter & Gamble
COM
742718109
3372
37568
SH
SOLE
37568
0
0
Quality Systems
COM
747582104
113
10000
SH
SOLE
10000
0
0
Raytheon Co New Cl A
COM
755111507
1188
8725
SH
SOLE
8725
0
0
Repligen Corporation
COM
759916109
257
8500
SH
SOLE
8500
0
0
Reynolds American Inc
COM
761713106
210
4449
SH
SOLE
4449
0
0
Royal Dutch Shell B ADR F
SPON ADR B
780259107
654
12384
SH
SOLE
12384
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
2113
40925
SH
SOLE
40925
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
306
6710
SH
SOLE
6710
0
0
Sirius XM Radio Inc.
COM
82967N108
73
17500
SH
SOLE
17500
0
0
SPDR Gold Shares ETF
GOLD SHS
78463V107
283
2256
SH
SOLE
2256
0
0
SPDR S&P 500 Index ETF
TR UNIT
78462F103
613
2833
SH
SOLE
2833
0
0
Starbucks Corp
COM
855244109
2455
45340
SH
SOLE
45340
0
0
The Travelers Companies Inc
COM
89417E109
867
7570
SH
SOLE
7570
0
0
Time Warner Inc
COM
887317303
594
7465
SH
SOLE
7465
0
0
Unilever N V New F
COM
904784709
882
19124
SH
SOLE
19124
0
0
United Healthcare Corp
COM
91324P102
274
1957
SH
SOLE
1957
0
0
United Technologies Corp
COM
913017109
544
5355
SH
SOLE
5355
0
0
US Bancorp
COM
902973304
301
7021
SH
SOLE
7021
0
0
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
241
2747
SH
SOLE
2747
0
0
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
26542
316244
SH
SOLE
316244
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
206
5519
SH
SOLE
5519
0
0
Visa Inc.
COM CL A
92826C839
387
4678
SH
SOLE
4678
0
0
Vodafone Group Plc ADR F
SPON ADR NO PAR
92857W209
481
16490
SH
SOLE
16490
0
0
Wal-Mart Stores Inc
COM
931142103
1337
18535
SH
SOLE
18535
0
0
Walt Disney Holding Co
COM DISNEY
254687106
2136
23004
SH
SOLE
23004
0
0
Wells Fargo & Co New
COM
949746101
2010
45387
SH
SOLE
45387
0
0
Welltower Inc.
COM
42217K106
978
13074
SH
SOLE
13074
0
0
Worthington Industries
COM
981811102
562
11691
SH
SOLE
11691
0
0