0001468685-19-000002.txt : 20190214
0001468685-19-000002.hdr.sgml : 20190214
20190214144016
ACCESSION NUMBER: 0001468685-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190214
DATE AS OF CHANGE: 20190214
EFFECTIVENESS DATE: 20190214
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: 19604811
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
12-31-2018
12-31-2018
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
02-14-2019
0
109
482005
false
INFORMATION TABLE
2
brr4q18.xml
Abbott Laboratories
COM
002824100
345
4776
SH
SOLE
345
0
0
AbbVie Inc.
COM
00287Y109
311
3368
SH
SOLE
311
0
0
Alphabet Inc. Cl A
CAP STK CL A
02079K305
677
648
SH
SOLE
677
0
0
Alphabet Inc. Cl C
CAP STK CL C
02079K107
1328
1282
SH
SOLE
1328
0
0
ALPS Equal Sector Weight ETF
EQUAL SEC ETF
00162Q205
223
3500
SH
SOLE
223
0
0
Amazon.com Inc
COM
023135106
3339
2223
SH
SOLE
3339
0
0
American Express
COM
025816109
1272
13349
SH
SOLE
1272
0
0
Amgen Inc
COM
031162100
469
2411
SH
SOLE
469
0
0
Apple Computer Inc
COM
037833100
6650
42157
SH
SOLE
6650
0
0
AT&T Inc
COM
00206R102
1987
69617
SH
SOLE
1987
0
0
Axon Enterprise, Inc.
COM
05464C101
395
9023
SH
SOLE
395
0
0
Bank of America Corp
COM
060505104
431
17506
SH
SOLE
431
0
0
Berkshire Hathaway
CL A
084990175
39474
129
SH
SOLE
39474
0
0
Berkshire Hathaway Cl B
CL B
084670702
106180
520032
SH
SOLE
106180
0
0
Boeing Co
COM
097023105
382
1186
SH
SOLE
382
0
0
Booking Holdings Inc
COM
09857L108
208
121
SH
SOLE
208
0
0
Bristol-Myers Squibb
COM
110122108
1115
21451
SH
SOLE
1115
0
0
Cardinal Health Inc
COM
14149Y108
372
8336
SH
SOLE
372
0
0
Carmax Inc
COM
143130102
1591
25369
SH
SOLE
1591
0
0
Cavco Industries, Inc.
COM
149568107
632
4851
SH
SOLE
632
0
0
Celgene Corp
COM
151020104
218
3401
SH
SOLE
218
0
0
Cerus Corporation
COM
157085101
90
17713
SH
SOLE
90
0
0
ChevronTexaco Corp
COM
166764100
213
1954
SH
SOLE
213
0
0
Cincinnati Financial
COM
172062101
614
7926
SH
SOLE
614
0
0
Cisco Systems
COM
17275R102
3025
69802
SH
SOLE
3025
0
0
Citigroup Inc
COM NEW
172967424
269
5166
SH
SOLE
269
0
0
Coca-Cola Co
COM
191216100
1436
30321
SH
SOLE
1436
0
0
Compugen Ltd.
ORD
M25722105
22
10000
SH
SOLE
22
0
0
Davis Select US Equity ETF
SELECT US EQTY
23908L207
361
18010
SH
SOLE
361
0
0
DowDupont Inc.
COM
26078J100
211
3944
SH
SOLE
211
0
0
Swedish Expt CR Corp
ROG TTL ETN 22
870297801
18788
3842164
SH
SOLE
18788
0
0
Enterprise Products Partners MLP
COM
293792107
228
9290
SH
SOLE
228
0
0
Exxon Mobil Corporation
COM
30231G102
563
8252
SH
SOLE
563
0
0
Facebook Inc Class A
CL A
30303M102
490
3739
SH
SOLE
490
0
0
Ferroglobe PLC
SHS
G33856108
33
20636
SH
SOLE
33
0
0
First Defiance Financial
COM
32006W106
762
31086
SH
SOLE
762
0
0
First Financial Bancorp
COM
320209109
214
9016
SH
SOLE
214
0
0
First Merchants Corp
COM
320817109
857
24995
SH
SOLE
857
0
0
General Electric
COM
369604103
213
28150
SH
SOLE
213
0
0
Global X FDS
GLBL X MLP ETF
37950E473
3509
457560
SH
SOLE
3509
0
0
Goldman Sachs Group Inc
SP ENHCMD37ETN
38144L852
208
10796
SH
SOLE
208
0
0
Invesco Exchange Traded FD T
S&P500 PUR GWT
46137V266
910
9130
SH
SOLE
910
0
0
Hewlett Packard Company
COM
40434L105
408
19939
SH
SOLE
408
0
0
Hewlett Packard Enterprise Comp
COM
42824C109
282
21325
SH
SOLE
282
0
0
Home Depot Inc
COM
437076102
220
1279
SH
SOLE
220
0
0
Huntington Bancshares
COM
446150104
966
81011
SH
SOLE
966
0
0
Intel Corp
COM
458140100
2171
46264
SH
SOLE
2171
0
0
International Business Machines
COM
459200101
782
6879
SH
SOLE
782
0
0
Invesco Exchge Traded FD TR
FTSE RAFI DEV
46138E743
27591
735367
SH
SOLE
27591
0
0
Barclays BK PLC
DJUBS CMDT ETN36
06738C778
713
33613
SH
SOLE
713
0
0
IndexIQ ETF TR
IQ MRGR ARB ETF
45409B800
4309
135890
SH
SOLE
4309
0
0
iQIYI, Inc.
SPONSORED ADS
46267X108
149
10000
SH
SOLE
149
0
0
iShares Barclays TIPS Bond ETF
TIPS BD ETF
464287176
748
6831
SH
SOLE
748
0
0
iShares MSCI EAFE Index ETF
MSCI EAFE ETF
464287465
1047
17805
SH
SOLE
1047
0
0
iShares MSCI EAFE Value Index ETF
EAFE VALUE ETF
464288877
25921
573229
SH
SOLE
25921
0
0
iShares M-Star Small Growth Index ETF
MRGSTR SM CP GR
464288604
330
1985
SH
SOLE
330
0
0
iShares Russell 1000 Growth Index ETF
RUS 1000 GRW ETF
464287614
810
6186
SH
SOLE
810
0
0
iShares Russell 1000 Index ETF
RUS 1000 ETF
464287622
6990
50397
SH
SOLE
6990
0
0
iShares Russell 2000 Growth Index ETF
RUS 2000 GRW ETF
464287648
213
1265
SH
SOLE
213
0
0
iShares Russell 2000 Index ETF
RUSSELL 2000 ETF
464287655
1567
11701
SH
SOLE
1567
0
0
iShares S&P 500 Index ETF
CORE S&P500 ETF
464287200
2253
8954
SH
SOLE
2253
0
0
Johnson & Johnson
COM
478160104
832
6451
SH
SOLE
832
0
0
JP Morgan Alerian MLP Index ETN
ALERIAN ML ETN
46625H365
21961
983911
SH
SOLE
21961
0
0
JP Morgan Chase & Co.
COM
46625H100
5020
51424
SH
SOLE
5020
0
0
Keycorp Inc
COM
493267108
149
10102
SH
SOLE
149
0
0
Lilly (Eli) & Company
COM
532457108
1549
13382
SH
SOLE
1549
0
0
Macquarie Infrastructure Corp
COM
55608B105
387
10590
SH
SOLE
387
0
0
Mastercard Inc
CL A
57636Q104
284
1504
SH
SOLE
284
0
0
McDonald's Corp
COM
580135101
1866
10507
SH
SOLE
1866
0
0
Merck & Co
COM
58933Y105
1412
18474
SH
SOLE
1412
0
0
Mettler-Toledo International Inc
COM
592688105
644
1139
SH
SOLE
644
0
0
Microsoft Corp
COM
594918104
3629
35726
SH
SOLE
3629
0
0
MS India Investment Fund
COM
61745C105
282
14040
SH
SOLE
282
0
0
National Holdings 22 Wts
*W EXP 01/18/202
636375115
21
48034
SH
SOLE
21
0
0
National Holdings Corporation
COM NEW
636375206
102
37699
SH
SOLE
102
0
0
Navidea Biopharma
COM
63937X103
1
12755
SH
SOLE
1
0
0
NextEra Energy Inc
COM
65339F101
464
2670
SH
SOLE
464
0
0
Nike Inc Cl B
COM
654106103
439
5919
SH
SOLE
439
0
0
NiSource
COM
65473P105
419
16524
SH
SOLE
419
0
0
PayPal Holdings, Inc.
COM
70450Y103
259
3078
SH
SOLE
259
0
0
PepsiCo Inc
COM
713448108
355
3209
SH
SOLE
355
0
0
Pfizer Inc
COM
717081103
1739
39835
SH
SOLE
1739
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2643
26184
SH
SOLE
2643
0
0
PIMCO Equity SER
RAFI DYN EMERG
72202L389
1846
83515
SH
SOLE
1846
0
0
Invesco QQQ TR
UNIT SER 1
46090E103
312
2020
SH
SOLE
312
0
0
Procter & Gamble
COM
742718109
2858
31092
SH
SOLE
2858
0
0
Provectus Biopharmaceuticals, Inc.
COM
74373P108
2
40000
SH
SOLE
2
0
0
Repligen Corporation
COM
759916109
269
5100
SH
SOLE
269
0
0
Schwab Fundamental Intl Lg Co ETF
SCHWB FDT INT LG
808524755
102839
4077693
SH
SOLE
102839
0
0
Schwab US Large Cap ETF
US LRG CAP ETF
808524201
13845
231913
SH
SOLE
13845
0
0
Schwab US Large Cap Value ETF
US LCAP VA ETF
808524409
241
4889
SH
SOLE
241
0
0
Sirius XM Radio Inc.
COM
82968B103
57
10000
SH
SOLE
57
0
0
Sophiris Bio, Inc.
COM NEW
83578Q209
33
40000
SH
SOLE
33
0
0
SPDR Gold Shares ETF
GOLD SHS
78463V107
262
2163
SH
SOLE
262
0
0
SPDR Industrial Select Sec ETF
SBI INT-INDS
81369Y704
297
4611
SH
SOLE
297
0
0
SPDR S&P 500 Index ETF
TR UNIT
78462F103
1415
5663
SH
SOLE
1415
0
0
Select Sector SPDR TR
TECHNOLOGY
81369Y803
219
3537
SH
SOLE
219
0
0
Square Inc
CL A
852234103
511
9103
SH
SOLE
511
0
0
Starbucks Corp
COM
855244109
2263
35134
SH
SOLE
2263
0
0
United Healthcare Corp
COM
91324P102
605
2427
SH
SOLE
605
0
0
United Technologies Corp
COM
913017109
282
2647
SH
SOLE
282
0
0
Vanguard Bond Index ETF
INTERMED TERM
921937819
287
3527
SH
SOLE
287
0
0
Vanguard Dividend Appreciation ETF
DIV APP ETF
921908844
25206
257335
SH
SOLE
25206
0
0
Vanguard Small Cap Value ETF
SM CP VAL ETF
922908611
207
1818
SH
SOLE
207
0
0
Visa Inc.
COM CL A
92826C839
830
6287
SH
SOLE
830
0
0
Wal-Mart Stores Inc
COM
931142103
1531
16438
SH
SOLE
1531
0
0
Walt Disney Holding Co
COM DISNEY
254687106
1815
16556
SH
SOLE
1815
0
0
Wells Fargo & Co New
COM
949746101
1062
23040
SH
SOLE
1062
0
0
Worthington Industries
COM
981811102
369
10592
SH
SOLE
369
0
0