0001468685-17-000001.txt : 20170214 0001468685-17-000001.hdr.sgml : 20170214 20170214123443 ACCESSION NUMBER: 0001468685-17-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170214 DATE AS OF CHANGE: 20170214 EFFECTIVENESS DATE: 20170214 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: 17605888 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 12-31-2016 12-31-2016 Budros, Ruhlin & Roe, Inc.

1801 WATERMARK DRIVE, SUITE 300 COLUMBUS OH 43215-7088

13F HOLDINGS REPORT 028-13562 N John D. Schuman 614-481-6900 John D. Schuman Columbus OH 02-14-2017 0 87 308190 false INFORMATION TABLE 2 budros13f4q2016.xml Altria Group Inc COM 02209S103 203 3001 SH SOLE 3001 0 0 Amazon.com Inc COM 023135106 239 319 SH SOLE 319 0 0 American Express COM 025816109 1151 15533 SH SOLE 15533 0 0 Amgen Inc COM 031162100 351 2404 SH SOLE 2404 0 0 Apple Computer Inc COM 037833100 4891 42228 SH SOLE 42228 0 0 AT&T Inc COM 00206R102 2535 59599 SH SOLE 59599 0 0 Bank of America Corp COM 060505104 423 19146 SH SOLE 19146 0 0 Berkshire Hathaway CL A 084990175 37106 152 SH SOLE 152 0 0 Berkshire Hathaway Cl B CL B 084670702 81359 499198 SH SOLE 499198 0 0 Bob Evans Farms Inc COM 096761101 461 8666 SH SOLE 8666 0 0 Bristol-Myers Squibb COM 110122108 1394 23852 SH SOLE 23852 0 0 Cardinal Health Inc COM 14149Y108 773 10734 SH SOLE 10734 0 0 Carmax Inc COM 143130102 386 5999 SH SOLE 5999 0 0 Castlight Health, Inc. CL B 14862Q100 99 20000 SH SOLE 20000 0 0 Celgene Corp COM 151020104 440 3800 SH SOLE 3800 0 0 Cerus Corporation COM 157085101 78 17970 SH SOLE 17970 0 0 ChevronTexaco Corp COM 166764100 259 2200 SH SOLE 2200 0 0 Cisco Systems COM 17275R102 2707 89584 SH SOLE 89584 0 0 Citigroup Inc COM NEW 172967424 320 5390 SH SOLE 5390 0 0 Coca-Cola Co COM 191216100 1351 32583 SH SOLE 32583 0 0 Comcast Corp New Cl A CL A 20030N101 202 2921 SH SOLE 2921 0 0 Swedish Expt CR Corp ROG TTL ETN 22 870297801 15557 2997503 SH SOLE 2997503 0 0 Enterprise Products Partners MLP COM 293792107 224 8290 SH SOLE 8290 0 0 Express Scripts COM 30219G108 306 4442 SH SOLE 4442 0 0 Exxon Mobil Corporation COM 30231G102 833 9226 SH SOLE 9226 0 0 Facebook Inc Class A CL A 30303M102 566 4922 SH SOLE 4922 0 0 General Electric COM 369604103 2424 76718 SH SOLE 76718 0 0 Alphabet Inc CAP STK CL A 02079K305 430 542 SH SOLE 542 0 0 Alphabet Inc CAP STK CL C 02079K107 384 498 SH SOLE 498 0 0 GOLDMAN SACHS GROUP INC SP ENHCMD37ETN 38144L852 252 10796 SH SOLE 10796 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 18383M548 1297 57376 SH SOLE 57376 0 0 RYDEX ETF TRUST GUG S&P500 PU GR 78355W403 939 11242 SH SOLE 11242 0 0 Hewlett Packard Company COM 40434L105 366 24663 SH SOLE 24663 0 0 Hewlett Packard Enterprise Comp COM 42824C109 570 24638 SH SOLE 24638 0 0 Home Depot Inc COM 437076102 276 2057 SH SOLE 2057 0 0 Huntington Bancshares COM 446150104 374 28306 SH SOLE 28306 0 0 Intel Corp COM 458140100 2154 59379 SH SOLE 59379 0 0 International Business Machines COM 459200101 1428 8601 SH SOLE 8601 0 0 BARCLAYS BK PLC DJUBS CMDT ETN36 06738C778 800 33021 SH SOLE 33021 0 0 BARCLAYS BK PLC IPTH PURE BRD 06740P114 364 13370 SH SOLE 13370 0 0 ISHARES TR BARCLYS TIPS BD 464287176 829 7323 SH SOLE 7323 0 0 ISHARES TR MSCI EAFE IDX 464287465 953 16501 SH SOLE 16501 0 0 ISHARES TR MSCI VAL IDX 464288877 461 9756 SH SOLE 9756 0 0 ISHARES TR MRGSTR SM CP GR 464288604 308 2125 SH SOLE 2125 0 0 ISHARES TR RUSSELL1000GRW 464287614 732 6979 SH SOLE 6979 0 0 ISHARES TR RUSSELL 1000 464287622 20149 161894 SH SOLE 161894 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 213 1385 SH SOLE 1385 0 0 ISHARES TR RUSSELL 2000 464287655 1906 14137 SH SOLE 14137 0 0 ISHARES TR S&P 500 INDEX 464287200 2545 11311 SH SOLE 11311 0 0 Johnson & Johnson COM 478160104 690 5989 SH SOLE 5989 0 0 JP Morgan Alerian MLP Index ETN ALERIAN ML ETN 46625H365 28997 917348 SH SOLE 917348 0 0 JP Morgan Chase & Co. COM 46625H100 5601 64913 SH SOLE 64913 0 0 Lilly (Eli) & Company COM 532457108 1148 15603 SH SOLE 15603 0 0 Lockheed Martin Corp COM 539830109 387 1549 SH SOLE 1549 0 0 M/I Homes, Inc. COM 55305B101 218 8640 SH SOLE 8640 0 0 McDonalds Corp COM 580135101 1567 12870 SH SOLE 12870 0 0 Merck & Co COM 58933Y105 1192 20240 SH SOLE 20240 0 0 Mettler-Toledo International Inc COM 592688105 681 1626 SH SOLE 1626 0 0 Microsoft Corp COM 594918104 3105 49976 SH SOLE 49976 0 0 MS India Investment Fund COM 61745C105 389 15164 SH SOLE 15164 0 0 NextEra Energy Inc COM 65339F101 306 2560 SH SOLE 2560 0 0 NiSource COM 65473P105 722 32601 SH SOLE 32601 0 0 PepsiCo Inc COM 713448108 440 4202 SH SOLE 4202 0 0 Pfizer Inc COM 717081103 1541 47441 SH SOLE 47441 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4509 44500 SH SOLE 44500 0 0 Procter & Gamble COM 742718109 2894 34419 SH SOLE 34419 0 0 Repligen Corporation COM 759916109 262 8500 SH SOLE 8500 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 7226 287907 SH SOLE 287907 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2287 42949 SH SOLE 42949 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 325 6762 SH SOLE 6762 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11385 185177 SH SOLE 185177 0 0 Sirius XM Radio Inc. COM 82968B103 78 17500 SH SOLE 17500 0 0 SPDR Gold Shares ETF GOLD SHS 78463V107 239 2178 SH SOLE 2178 0 0 SPDR S&P 500 Index ETF TR UNIT 78462F103 621 2779 SH SOLE 2779 0 0 Starbucks Corp COM 855244109 2232 40195 SH SOLE 40195 0 0 Time Warner Inc COM 887317303 664 6874 SH SOLE 6874 0 0 United Healthcare Corp COM 91324P102 291 1817 SH SOLE 1817 0 0 United Technologies Corp COM 913017109 488 4454 SH SOLE 4454 0 0 US Bancorp COM 902973304 359 6997 SH SOLE 6997 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 361 4344 SH SOLE 4344 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 26536 311527 SH SOLE 311527 0 0 Visa Inc. COM CL A 92826C839 348 4464 SH SOLE 4464 0 0 Wal-Mart Stores Inc COM 931142103 1268 18347 SH SOLE 18347 0 0 Walt Disney Holding Co COM DISNEY 254687106 2177 20884 SH SOLE 20884 0 0 Wells Fargo & Co New COM 949746101 1527 27714 SH SOLE 27714 0 0 Wesbanco Inc COM 950810101 211 4891 SH SOLE 4891 0 0 Worthington Industries COM 981811102 550 11595 SH SOLE 11595 0 0