Chief Compliance Officer

0001352467-20-000007.txt : 20201103 0001352467-20-000007.hdr.sgml : 20201103 20201103121240 ACCESSION NUMBER: 0001352467-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201103 DATE AS OF CHANGE: 20201103 EFFECTIVENESS DATE: 20201103 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: 201282566 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 09-30-2020 09-30-2020 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 11-03-2020 0 177 597329 false INFORMATION TABLE 2 13FQ32020bbr.xml Ferroglobe PLC SHS G33856108 14 20636 SH SOLE 14 0 0 Drive Shack Inc. COM 262077100 20 17500 SH SOLE 20 0 0 Energy Transfer LP COM UT 29273V100 101 18637 SH SOLE 101 0 0 Arcos Dorados Holdings SHS CLASS -A - G0457F107 107 26073 SH SOLE 107 0 0 First Financial Bancorp COM 320209109 162 13479 SH SOLE 162 0 0 Compugen Ltd. CL B M25722105 163 10000 SH SOLE 163 0 0 General Electric COM 369604103 166 26616 SH SOLE 166 0 0 Hewlett Packard Enterprise Comp COM 42824C109 178 18948 SH SOLE 178 0 0 iShares Comex Gold Trust ETF ISHARES 464285105 195 10853 SH SOLE 195 0 0 MS India Investment Fund COM 61745C105 196 11312 SH SOLE 196 0 0 iShares S&P SmallCap 600 Growth Index ETF S&P SML 600 GWT 464287887 203 1151 SH SOLE 203 0 0 SPDR S&P Dividend ETF S&P DIVID ETF 78464A763 209 2264 SH SOLE 209 0 0 3M Company COM 88579Y101 210 1312 SH SOLE 210 0 0 Guggenheim S&P 500 Pure Value ETF S&P500 PUR VAL 46137V258 219 4476 SH SOLE 219 0 0 Wesbanco Inc COM 950810101 220 10308 SH SOLE 220 0 0 Lauder Estee Co Inc Cl A CL A 518439104 220 1010 SH SOLE 220 0 0 IQ Merger Arbitrage ETF IQ MRGR ARB ETF 45409B800 225 6687 SH SOLE 225 0 0 Workday Inc Cl A CL A 98138H101 226 1050 SH SOLE 226 0 0 Comcast Corp New Cl A CL A 20030N101 229 4948 SH SOLE 229 0 0 SPDR Real Estate Select Sec ETF RL EST SEL SEC 81369Y860 235 6659 SH SOLE 235 0 0 Vanguard Emerging Markets Stock ETF FTSE EMR MKT ETF 922042858 235 5441 SH SOLE 235 0 0 Fortinet Inc COM 34959E109 236 2000 SH SOLE 236 0 0 Tesla Motors, Inc. COM 88160R101 242 565 SH SOLE 242 0 0 Service Now Inc COM 81762P102 254 523 SH SOLE 254 0 0 iShares Russell 3000 Index ETF RUSSELL 3000 ETF 464287689 255 1301 SH SOLE 255 0 0 iShares Core Dividend Growth ETF CORE DIV GRWTH 46434V621 260 6544 SH SOLE 260 0 0 Activision Inc COM 00507V109 263 3245 SH SOLE 263 0 0 SPDR Materials Select Sec ETF SBI MATERIALS 81369Y100 266 4173 SH SOLE 266 0 0 Schwab US Large Cap Value ETF US LCAP VA ETF 808524409 269 5151 SH SOLE 269 0 0 ALPS Equal Sector Weight ETF EQUAL SEC ETF 00162Q205 270 3500 SH SOLE 270 0 0 Citigroup Inc COM NEW 172967424 275 6379 SH SOLE 275 0 0 Global Payments Inc COM 37940X102 278 1564 SH SOLE 278 0 0 M/I Homes, Inc. COM 55305B101 279 6062 SH SOLE 279 0 0 Yum Brands Inc. COM 988498101 286 3135 SH SOLE 286 0 0 American Electric Power COM 025537101 290 3553 SH SOLE 290 0 0 Guardant Health, Inc. COM 40131M109 302 2700 SH SOLE 302 0 0 Universal Display Corporation COM 91347P105 305 1686 SH SOLE 305 0 0 Boston Beer Co Inc Cl A CL A 100557107 309 350 SH SOLE 309 0 0 Turtle Beach Corporation COM NEW 900450206 318 17497 SH SOLE 318 0 0 iShares Russell 2000 Growth Index ETF RUS 2000 GRW ETF 464287648 323 1460 SH SOLE 323 0 0 Hewlett Packard Company COM 40434L105 330 17374 SH SOLE 330 0 0 Cardinal Health Inc COM 14149Y108 330 7033 SH SOLE 330 0 0 Scotts Miracle-Gro Co CL A 810186106 339 2218 SH SOLE 339 0 0 Salesforce.com COM 79466L302 342 1360 SH SOLE 342 0 0 Unilever N V New F N Y SHS NEW 904784709 352 5830 SH SOLE 352 0 0 Square Inc CL A 852234103 361 2220 SH SOLE 361 0 0 electroCore, Inc. COM 28531P103 363 210000 SH SOLE 363 0 0 NiSource COM 65473P105 374 17011 SH SOLE 374 0 0 Exxon Mobil Corporation COM 30231G102 378 11006 SH SOLE 378 0 0 Illumina Inc COM 452327109 386 1250 SH SOLE 386 0 0 Diageo Plc New F 1 ADR Reps 4 Ord SPON ADR NEW 25243Q205 390 2830 SH SOLE 390 0 0 Shopify Inc. CL A 82509L107 405 396 SH SOLE 405 0 0 PayPal Holdings, Inc. COM 70450Y103 408 2072 SH SOLE 408 0 0 Davis Select US Equity ETF SELECT US EQTY 23908L207 434 17202 SH SOLE 434 0 0 Xilinx Inc COM 983919101 439 4215 SH SOLE 439 0 0 Netflix Inc COM 64110L106 440 879 SH SOLE 440 0 0 Worthington Industries COM 981811102 441 10821 SH SOLE 441 0 0 iShares S&P MidCap 400 Index ETF CORE S&p MCP ETF 464287507 451 2436 SH SOLE 451 0 0 iShares MSCI Emerging Markets Index ETF MSCI EMG MKT ETF 464287234 468 10614 SH SOLE 468 0 0 Alibaba Group Holding Limited SPONSORED 01609W102 470 1598 SH SOLE 470 0 0 iShares M-Star Small Growth Index ETF MRGSTR SM CP GR 464288604 472 1985 SH SOLE 472 0 0 SPDR Energy Select Sec ETF ENERGY 81369Y506 474 15831 SH SOLE 474 0 0 Verizon Communications COM 92343V104 484 8129 SH SOLE 484 0 0 Installed Building Products, Inc COM 45780R101 485 4770 SH SOLE 485 0 0 Repligen Corporation COM 759916109 502 3400 SH SOLE 502 0 0 Invesco QQQ Trust UNIT SER 1 46090E103 527 1896 SH SOLE 527 0 0 Vanguard Small Cap Value ETF SM CP VAL ETF 922908611 528 4776 SH SOLE 528 0 0 Abbott Laboratories COM 002824100 544 4999 SH SOLE 544 0 0 Cincinnati Financial Corporation COM 172062101 553 7093 SH SOLE 553 0 0 PowerShares FTSE RAFI US 1000 ETF FTSE RAFI 1000 46137V613 560 4922 SH SOLE 560 0 0 Bank of America Corp COM 060505104 560 23264 SH SOLE 560 0 0 Wells Fargo & Co New COM 949746101 561 23856 SH SOLE 561 0 0 SPDR Gold Shares ETF GOLD SHS 78463V107 575 3245 SH SOLE 575 0 0 Vanguard S&P 500 ETF New S&P 500 ETF SHS 922908363 600 1951 SH SOLE 600 0 0 First Merchants Corp COM 320817109 601 25939 SH SOLE 601 0 0 Wendy's Company COM 95058W100 625 28028 SH SOLE 625 0 0 Vanguard Short-Term Bond ETF SHORT TRM BOND 921937827 636 7664 SH SOLE 636 0 0 MSCI Inc. COM 55354G100 663 1859 SH SOLE 663 0 0 iShares Core MSCI Emerging Mkt ETF CORE MSCI EMKT 46434G103 677 12814 SH SOLE 677 0 0 Ohio Valley Banc COM 677719106 685 30895 SH SOLE 685 0 0 Domino's Pizza, Inc. COM 25754A201 698 1641 SH SOLE 698 0 0 Avery Dennison Corp COM 053611109 744 5817 SH SOLE 744 0 0 Mastercard Inc CL A 57636Q104 746 2206 SH SOLE 746 0 0 iShares MSCI EAFE Value Index ETF EAFE VALUE ETF 464288877 750 18590 SH SOLE 750 0 0 Facebook Inc Class A CL A 30303M102 752 2872 SH SOLE 752 0 0 iShares High Dividend Equity ETF CORE HIGH DV ETF 46429B663 765 9510 SH SOLE 765 0 0 PepsiCo Inc COM 713448108 823 5941 SH SOLE 823 0 0 Schwab US Aggregate Bond ETF US AGGREGATE B 808524839 862 15367 SH SOLE 862 0 0 Cavco Industries, Inc. COM 149568107 875 4851 SH SOLE 875 0 0 Axon Enterprise, Inc. 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COM CL A 92826C839 1372 6859 SH SOLE 1372 0 0 Moodys Corp COM 615369105 1380 4760 SH SOLE 1380 0 0 Dominion Resources Va COM 25746U109 1382 17503 SH SOLE 1382 0 0 Communication Services Sel Sect SPDRETF COMMUNICATION 81369Y852 1394 23476 SH SOLE 1394 0 0 iShares Core S&P Small-Cap ETF CORE S&P SCP ETF 464287804 1399 19919 SH SOLE 1399 0 0 SPDR Consumer Disc Select Sec ETF SBI CONS DISCR 81369Y407 1401 9529 SH SOLE 1401 0 0 Alphabet Inc. Cl C CAP STK CL C 02079K107 1402 954 SH SOLE 1402 0 0 American Tower Corp Cl A COM 03027X100 1407 5821 SH SOLE 1407 0 0 Adobe Systems Inc COM 00724F101 1422 2899 SH SOLE 1422 0 0 BlackRock Inc COM 09247X101 1442 2558 SH SOLE 1442 0 0 Qualcomm Inc COM 747525103 1457 12381 SH SOLE 1457 0 0 Pfizer Inc COM 717081103 1459 39750 SH SOLE 1459 0 0 Illinois Tool Works Inc COM 452308109 1479 7655 SH SOLE 1479 0 0 Texas Instruments Inc COM 882508104 1491 10445 SH SOLE 1491 0 0 Air Products & Chemicals Inc COM 009158106 1499 5031 SH SOLE 1499 0 0 SPDR Financial Select Sec ETF SBI INT-FINL 81369Y605 1504 62481 SH SOLE 1504 0 0 Oracle Sys Corp COM 68389X105 1516 25391 SH SOLE 1516 0 0 Costco Whsl Corp New COM 22160K105 1544 4350 SH SOLE 1544 0 0 Johnson & Johnson COM 478160104 1545 10376 SH SOLE 1545 0 0 Intuit Inc COM 461202103 1548 4746 SH SOLE 1548 0 0 AbbVie Inc. COM 00287Y109 1568 17902 SH SOLE 1568 0 0 PIMCO Enhanced Short Maturity Active ETF ENHAN SHRT MA AC 72201R833 1570 15398 SH SOLE 1570 0 0 Cummins Inc COM 231021106 1594 7548 SH SOLE 1594 0 0 Sarepta Therapeutics COM 803607100 1606 11439 SH SOLE 1606 0 0 Lockheed Martin Corp COM 539830109 1610 4200 SH SOLE 1610 0 0 NextEra Energy Inc COM 65339F101 1641 5914 SH SOLE 1641 0 0 SPDR Health Care Select Sec ETF SBI HEALTHCARE 81369Y209 1676 15885 SH SOLE 1676 0 0 Home Depot Inc COM 437076102 1846 6648 SH SOLE 1846 0 0 Walt Disney Holding Co COM DISNEY 254687106 1854 14944 SH SOLE 1854 0 0 McDonald's Corp COM 580135101 2008 9148 SH SOLE 2008 0 0 United Healthcare Corp COM 91324P102 2068 6634 SH SOLE 2068 0 0 Nike Inc Cl B CL B 654106103 2088 16631 SH SOLE 2088 0 0 Intuitive Surgical New COM NEW 46120E602 2099 2958 SH SOLE 2099 0 0 iShares Russell 2000 Index ETF RUSSELL 2000 ETF 464287655 2225 14851 SH SOLE 2225 0 0 Wal-Mart Stores Inc COM 931142103 2267 16204 SH SOLE 2267 0 0 Intel Corp COM 458140100 2382 45994 SH SOLE 2382 0 0 Starbucks Corp COM 855244109 2414 28100 SH SOLE 2414 0 0 AT&T Inc COM 00206R102 2595 91027 SH SOLE 2595 0 0 Bristol-Myers Squibb COM 110122108 2764 45837 SH SOLE 2764 0 0 Coca-Cola Co COM 191216100 2812 56965 SH SOLE 2812 0 0 SPDR Technology Select Sec ETF TECHNOLOGY 81369Y803 3457 29627 SH SOLE 3457 0 0 Merck & Co COM 58933Y105 3521 42442 SH SOLE 3521 0 0 JP Morgan Chase & Co. 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