0001468685-18-000002.txt : 20180511
0001468685-18-000002.hdr.sgml : 20180511
20180511144317
ACCESSION NUMBER: 0001468685-18-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180511
DATE AS OF CHANGE: 20180511
EFFECTIVENESS DATE: 20180511
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: 18826417
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
03-31-2018
03-31-2018
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
05-11-2018
0
107
358457
false
INFORMATION TABLE
2
buros1q18.xml
AbbVie Inc.
COM
00287Y109
304
3214
SH
SOLE
3214
0
0
Aetna Inc
COM
00817Y108
246
1459
SH
SOLE
1459
0
0
Alphabet Inc. Cl A
CAP STK CL A
02079K305
633
611
SH
SOLE
611
0
0
Alphabet Inc. Cl C
CAP STK CL C
02079K107
1024
993
SH
SOLE
993
0
0
ALPS Equal Sector Weight ETF
EQUAL SEC ETF
00162Q205
236
3500
SH
SOLE
3500
0
0
Altria Group Inc
COM
02209S103
298
4782
SH
SOLE
4782
0
0
Amazon.com Inc
COM
023135106
1467
1014
SH
SOLE
1014
0
0
American Express
COM
025816109
1315
14104
SH
SOLE
14104
0
0
Amgen Inc
COM
031162100
410
2407
SH
SOLE
2407
0
0
Apple Computer Inc
COM
037833100
7745
46163
SH
SOLE
46163
0
0
AT&T Inc
COM
00206R102
2174
61008
SH
SOLE
61008
0
0
Bank of America Corp
COM
060505104
535
17863
SH
SOLE
17863
0
0
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
876
36001
SH
SOLE
36001
0
0
BARCLAYS BK PLC
IPTH PURE BRD
06740P114
249
8467
SH
SOLE
8467
0
0
Berkshire Hathaway
CL A
084990175
39481
132
SH
SOLE
132
0
0
Berkshire Hathaway Cl B
CL B
084670702
103921
520963
SH
SOLE
520963
0
0
Boeing Co
COM
097023105
489
1492
SH
SOLE
1492
0
0
Bristol-Myers Squibb
COM
110122108
1393
22026
SH
SOLE
22026
0
0
Cardinal Health Inc
COM
14149Y108
517
8263
SH
SOLE
8263
0
0
Carmax Inc
COM
143130102
654
10570
SH
SOLE
10570
0
0
Castlight Health, Inc.
COM
14862Q100
36
10000
SH
SOLE
10000
0
0
Cavco Industries, Inc.
COM
149568107
396
2281
SH
SOLE
2281
0
0
Celgene Corp
COM
151020104
307
3452
SH
SOLE
3452
0
0
Cerus Corporation
COM
157085101
103
18970
SH
SOLE
18970
0
0
ChevronTexaco Corp
COM
166764100
216
1896
SH
SOLE
1896
0
0
Cincinnati Financial
COM
172062101
393
5293
SH
SOLE
5293
0
0
Cisco Systems
COM
17275R102
3203
74699
SH
SOLE
74699
0
0
Citigroup Inc
COM NEW
172967424
314
4660
SH
SOLE
4660
0
0
Coca-Cola Co
COM
191216100
1403
32313
SH
SOLE
32313
0
0
ConocoPhillips
COM
20825C104
218
3692
SH
SOLE
3692
0
0
DowDupont Inc.
COM
26078J100
229
3606
SH
SOLE
3606
0
0
Enterprise Products Partners MLP
COM
293792107
202
8290
SH
SOLE
8290
0
0
Express Scripts
COM
30219G108
255
3694
SH
SOLE
3694
0
0
Exxon Mobil Corporation
COM
30231G102
770
10322
SH
SOLE
10322
0
0
Facebook Inc Class A
CL A
30303M102
1035
6479
SH
SOLE
6479
0
0
Ferroglobe PLC
SHS
G33856108
210
19636
SH
SOLE
19636
0
0
First Defiance Financial
COM
32006W106
1563
27281
SH
SOLE
27281
0
0
First Merchants Corp
COM
320817109
973
23352
SH
SOLE
23352
0
0
Gamco Global Gold Ntrl R
COM SH BEN INT
36465A109
68
14041
SH
SOLE
14041
0
0
General Electric
COM
369604103
565
41977
SH
SOLE
41977
0
0
GOLDMAN SACHS GROUP INC
SP ENHCMD37ETN
38144L852
266
10796
SH
SOLE
10796
0
0
Hewlett Packard Company
COM
40434L105
470
21475
SH
SOLE
21475
0
0
Hewlett Packard Enterprise Comp
COM
42824C109
398
22745
SH
SOLE
22745
0
0
Home Depot Inc
COM
437076102
311
1749
SH
SOLE
1749
0
0
Huntington Bancshares
COM
446150104
1357
89878
SH
SOLE
89878
0
0
Installed Building Products, Inc
COM
45780R101
200
3345
SH
SOLE
3345
0
0
Intel Corp
COM
458140100
2514
48272
SH
SOLE
48272
0
0
International Business Machines
COM
459200101
1262
8226
SH
SOLE
8226
0
0
ISHARES TR
TIPS BD ETF
464287176
793
7021
SH
SOLE
7021
0
0
ISHARES TR
MSCI EAFE ETF
464287465
1176
16880
SH
SOLE
16880
0
0
ISHARES TR
EAFE VALUE ETF
464288877
550
10085
SH
SOLE
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ISHARES TR
MRGSTR SM CP GR
464288604
394
2125
SH
SOLE
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0
ISHARES TR
RUS 1000 GRW ETF
464287614
922
6776
SH
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6776
0
0
ISHARES TR
RUS 1000 ETF
464287622
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55127
SH
SOLE
55127
0
0
ISHARES TR
RUS 1000 VAL ETF
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1711
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RUS 2000 GRW ETF
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246
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ISHARES TR
RUSSELL 2000 ETF
464287655
1796
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SH
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11834
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
203
1301
SH
SOLE
1301
0
0
ISHARES TR
CORE S&P500 ETF
464287200
2780
10476
SH
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10476
0
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Johnson & Johnson
COM
478160104
943
7364
SH
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7364
0
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JP Morgan Alerian MLP Index ETN
ALERIAN ML ETN
46625H365
23429
976226
SH
SOLE
976226
0
0
JP Morgan Chase & Co.
COM
46625H100
6068
55187
SH
SOLE
55187
0
0
Ladenburg Thalmann Financial Svcs Inc
COM
50575Q102
81
25033
SH
SOLE
25033
0
0
Lilly (Eli) & Company
COM
532457108
1080
13971
SH
SOLE
13971
0
0
Lockheed Martin Corp
COM
539830109
451
1337
SH
SOLE
1337
0
0
Macquarie Infrastructure Corp
COM
55608B105
221
6000
SH
SOLE
6000
0
0
McDonald's Corp
COM
580135101
1829
11697
SH
SOLE
11697
0
0
Merck & Co
COM
58933Y105
1030
18911
SH
SOLE
18911
0
0
Mettler-Toledo International Inc
COM
592688105
771
1341
SH
SOLE
1341
0
0
Microsoft Corp
COM
594918104
4042
44288
SH
SOLE
44288
0
0
MS India Investment Fund
COM
61745C105
429
14126
SH
SOLE
14126
0
0
National Holdings 22 Wts
*W EXP 01/18/202
636375115
41
32240
SH
SOLE
32240
0
0
National Holdings Corporation
COM NEW
636375206
147
32300
SH
SOLE
32300
0
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Netflix Inc
COM
64110L106
307
1042
SH
SOLE
1042
0
0
NextEra Energy Inc
COM
65339F101
425
2605
SH
SOLE
2605
0
0
NiSource
COM
65473P105
395
16524
SH
SOLE
16524
0
0
PepsiCo Inc
COM
713448108
388
3562
SH
SOLE
3562
0
0
Pfizer Inc
COM
717081103
1449
40854
SH
SOLE
40854
0
0
PIMCO Enhanced Short Maturity Active ETF
ENHAN SHRT MA AC
72201R833
20456
201441
SH
SOLE
201441
0
0
Plug Power Inc.
COM NEW
72919P202
18
10000
SH
SOLE
10000
0
0
Procter & Gamble
COM
742718109
2485
31345
SH
SOLE
31345
0
0
Provectus Biopharmaceuticals, Inc.
COM
74373P108
2
40000
SH
SOLE
40000
0
0
Repligen Corporation
COM
759916109
220
6100
SH
SOLE
6100
0
0
RYDEX ETF TRUST
GUG S&P500 PU GR
78355W403
914
8331
SH
SOLE
8331
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
16850
562060
SH
SOLE
562060
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
13588
215420
SH
SOLE
215420
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
222
3109
SH
SOLE
3109
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
254
4819
SH
SOLE
4819
0
0
Sirius XM Radio Inc.
COM
82968B103
93
15000
SH
SOLE
15000
0
0
SPDR Gold Shares ETF
GOLD SHS
78463V107
266
2122
SH
SOLE
2122
0
0
SPDR Industrial Select Sec ETF
SBI INT-INDS
81369Y704
455
6129
SH
SOLE
6129
0
0
SPDR S&P 500 Index ETF
TR UNIT
78462F103
1267
4816
SH
SOLE
4816
0
0
Square Inc
COM
852234103
319
6503
SH
SOLE
6503
0
0
Starbucks Corp
COM
855244109
2134
36874
SH
SOLE
36874
0
0
Swedish Expt CR Corp
ROG TTL ETN 22
870297801
19311
3498518
SH
SOLE
3498518
0
0
Time Warner Inc
COM
887317303
510
5396
SH
SOLE
5396
0
0
United Healthcare Corp
COM
91324P102
515
2410
SH
SOLE
2410
0
0
United Technologies Corp
COM
913017109
382
3044
SH
SOLE
3044
0
0
US Bancorp
COM
902973304
205
4079
SH
SOLE
4079
0
0
Vanguard Bond Index ETF
INTERMED TERM
921937819
393
4816
SH
SOLE
4816
0
0
Vanguard Dividend Appreciation ETF
DIV APP ETF
921908844
27606
273196
SH
SOLE
273196
0
0
Vanguard FTSE Developed Markets ETF
FTSE DEV MKT ETF
921943858
281
6363
SH
SOLE
6363
0
0
Visa Inc.
COM CL A
92826C839
794
6639
SH
SOLE
6639
0
0
Wal-Mart Stores Inc
COM
931142103
1536
17264
SH
SOLE
17264
0
0
Walt Disney Holding Co
COM DISNEY
254687106
1776
17684
SH
SOLE
17684
0
0
Wells Fargo & Co New
COM
949746101
1256
23977
SH
SOLE
23977
0
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Worthington Industries
COM
981811102
458
10675
SH
SOLE
10675
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