0001468685-17-000003.txt : 20170809
0001468685-17-000003.hdr.sgml : 20170809
20170808180822
ACCESSION NUMBER: 0001468685-17-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170809
DATE AS OF CHANGE: 20170808
EFFECTIVENESS DATE: 20170809
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: 171015942
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
06-30-2017
06-30-2017
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
08-08-2017
0
94
307065
false
INFORMATION TABLE
2
budros2q17.xml
3M Company
COM
88579Y101
208
997
SH
SOLE
997
0
0
Alphabet Inc. Cl A
CAP STK CL A
02079K305
500
538
SH
SOLE
538
0
0
Alphabet Inc. Cl C
CAP STK CL C
02079K107
453
498
SH
SOLE
498
0
0
ALPS ETF TR
EQUAL SEC ETF
00162Q205
224
3500
SH
SOLE
3500
0
0
Altria Group Inc
COM
02209S103
311
4171
SH
SOLE
4171
0
0
Amazon.com Inc
COM
023135106
536
554
SH
SOLE
554
0
0
American Express
COM
025816109
1252
14860
SH
SOLE
14860
0
0
Amgen Inc
COM
031162100
432
2506
SH
SOLE
2506
0
0
Apple Computer Inc
COM
037833100
6006
41703
SH
SOLE
41703
0
0
AT&T Inc
COM
00206R102
2309
61187
SH
SOLE
61187
0
0
Bank of America Corp
COM
060505104
399
16442
SH
SOLE
16442
0
0
Berkshire Hathaway
CL A
084990175
36422
143
SH
SOLE
143
0
0
Berkshire Hathaway Cl B
CL B
084670702
86795
512455
SH
SOLE
512455
0
0
Bob Evans Farms Inc
COM
096761101
622
8666
SH
SOLE
8666
0
0
Boeing Co
COM
097023105
262
1324
SH
SOLE
1324
0
0
Bristol-Myers Squibb
COM
110122108
1292
23187
SH
SOLE
23187
0
0
Cardinal Health Inc
COM
14149Y108
792
10164
SH
SOLE
10164
0
0
Carmax Inc
COM
143130102
554
8793
SH
SOLE
8793
0
0
Castlight Health, Inc.
COM
14862Q100
83
20000
SH
SOLE
20000
0
0
Celgene Corp
COM
151020104
526
4050
SH
SOLE
4050
0
0
Cerus Corporation
COM
157085101
97
38670
SH
SOLE
38670
0
0
ChevronTexaco Corp
COM
166764100
247
2367
SH
SOLE
2367
0
0
Chipotle Mexican Grill
COM
169656105
209
502
SH
SOLE
502
0
0
Cisco Systems
COM
17275R102
2545
81301
SH
SOLE
81301
0
0
Citigroup Inc
COM NEW
172967424
312
4673
SH
SOLE
4673
0
0
Coca-Cola Co
COM
191216100
1454
32412
SH
SOLE
32412
0
0
Comcast Corp New Cl A
CLA
20030N101
226
5813
SH
SOLE
5813
0
0
Swedish Expt CR Corp
ROG TTL ETN 22
870297801
15029
3073360
SH
SOLE
3073360
0
0
Enterprise Products Partners MLP
COM
293792107
224
8290
SH
SOLE
8290
0
0
Express Scripts
COM
30219G108
236
3694
SH
SOLE
3694
0
0
Exxon Mobil Corporation
COM
30231G102
704
8718
SH
SOLE
8718
0
0
Facebook Inc Class A
CL A
30303M102
741
4909
SH
SOLE
4909
0
0
Ferroglobe PLC
SHS
G33856108
163
13603
SH
SOLE
13603
0
0
First Merchants Corp
COM
320817109
1703
42438
SH
SOLE
42438
0
0
General Electric
COM
369604103
2039
75502
SH
SOLE
75502
0
0
GOLDMAN SACHS GROUP INC
SP ENHCMD37ETN
38144L852
219
10796
SH
SOLE
10796
0
0
RYDEX ETF TRUST
GUG S&P500 PU GR
78355W403
825
8768
SH
SOLE
8768
0
0
Hewlett Packard Company
COM
40434L105
419
23975
SH
SOLE
23975
0
0
Hewlett Packard Enterprise Comp
COM
42824C109
409
24657
SH
SOLE
24657
0
0
Home Depot Inc
COM
437076102
281
1831
SH
SOLE
1831
0
0
Huntington Bancshares
COM
446150104
571
42263
SH
SOLE
42263
0
0
Installed Building Products, Inc
COM
45780R101
241
4545
SH
SOLE
4545
0
0
Intel Corp
COM
458140100
1706
50569
SH
SOLE
50569
0
0
International Business Machines
COM
459200101
1311
8524
SH
SOLE
8524
0
0
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
737
32497
SH
SOLE
32497
0
0
BARCLAYS BK PLC
IPTH PURE BRD
06740P114
286
11005
SH
SOLE
11005
0
0
ISHARES TR
BARCLYS TIPS BD
464287176
829
7306
SH
SOLE
7306
0
0
ISHARES TR
MSCI EAFE IDX
464287465
1145
17569
SH
SOLE
17569
0
0
ISHARES TR
MSCI VAL IDX
464288877
515
9952
SH
SOLE
9952
0
0
ISHARES TR
MRGSTR SM CP GR
464288604
342
2125
SH
SOLE
2125
0
0
ISHARES TR
RUSSELL1000GRW
464287614
776
6516
SH
SOLE
6516
0
0
ISHARES TR
RUSSELL 1000
464287622
20206
149376
SH
SOLE
149376
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
219
1295
SH
SOLE
1295
0
0
ISHARES TR
RUSSELL 2000
464287655
1799
12770
SH
SOLE
12770
0
0
ISHARES TR
S&P 500 INDEX
464287200
2533
10404
SH
SOLE
10404
0
0
Johnson & Johnson
COM
478160104
949
7175
SH
SOLE
7175
0
0
JP Morgan Alerian MLP Index ETN
ALERIAN ML ETN
46625H365
27043
910525
SH
SOLE
910525
0
0
JP Morgan Chase & Co.
COM
46625H100
5525
60444
SH
SOLE
60444
0
0
L Brands Inc
COM
501797104
235
4358
SH
SOLE
4358
0
0
Lilly Eli & Company
COM
532457108
1187
14428
SH
SOLE
14428
0
0
Lockheed Martin Corp
COM
539830109
451
1623
SH
SOLE
1623
0
0
McDonalds Corp
COM
580135101
1857
12128
SH
SOLE
12128
0
0
Merck & Co
COM
58933Y105
1354
21123
SH
SOLE
21123
0
0
Mettler-Toledo International Inc
COM
592688105
1104
1876
SH
SOLE
1876
0
0
Microsoft Corp
COM
594918104
3281
47602
SH
SOLE
47602
0
0
MS India Investment Fund
COM
61745C105
377
11642
SH
SOLE
11642
0
0
NextEra Energy Inc
COM
65339F101
401
2860
SH
SOLE
2860
0
0
NiSource
COM
65473P105
419
16524
SH
SOLE
16524
0
0
Oracle Sys Corp
COM
68389X105
211
4201
SH
SOLE
4201
0
0
PepsiCo Inc
COM
713448108
484
4189
SH
SOLE
4189
0
0
Pfizer Inc
COM
717081103
1571
46781
SH
SOLE
46781
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
3517
34580
SH
SOLE
34580
0
0
Procter & Gamble
COM
742718109
2850
32703
SH
SOLE
32703
0
0
Quality Systems
COM
747582104
172
10000
SH
SOLE
10000
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
10081
359918
SH
SOLE
359918
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
2488
43076
SH
SOLE
43076
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
369
7350
SH
SOLE
7350
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
220
3441
SH
SOLE
3441
0
0
Sirius XM Radio Inc.
COM
82968B103
82
15000
SH
SOLE
15000
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
224
1051
SH
SOLE
1051
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
282
2387
SH
SOLE
2387
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
616
2547
SH
SOLE
2547
0
0
Starbucks Corp
COM
855244109
2213
37948
SH
SOLE
37948
0
0
Time Warner Inc
COM
887317303
612
6100
SH
SOLE
6100
0
0
United Healthcare Corp
COM
91324P102
340
1833
SH
SOLE
1833
0
0
United Technologies Corp
COM
913017109
539
4412
SH
SOLE
4412
0
0
US Bancorp
COM
902973304
389
7492
SH
SOLE
7492
0
0
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
394
4657
SH
SOLE
4657
0
0
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
28194
304240
SH
SOLE
304240
0
0
Visa Inc.
COM CL A
92826C839
419
4465
SH
SOLE
4465
0
0
Wal-Mart Stores Inc
COM
931142103
1321
17452
SH
SOLE
17452
0
0
Walt Disney Holding Co
COM DISNEY
254687106
2021
19022
SH
SOLE
19022
0
0
Wells Fargo & Co New
COM
949746101
1449
26144
SH
SOLE
26144
0
0
Worthington Industries
COM
981811102
548
10915
SH
SOLE
10915
0
0