0001468685-18-000001.txt : 20180213
0001468685-18-000001.hdr.sgml : 20180213
20180213123452
ACCESSION NUMBER: 0001468685-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180213
DATE AS OF CHANGE: 20180213
EFFECTIVENESS DATE: 20180213
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: 18601314
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
12-31-2017
12-31-2017
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
02-13-2018
0
102
363382
false
INFORMATION TABLE
2
budros4q17.xml
3M Company
COM
88579Y101
218
927
SH
SOLE
927
0
0
AbbVie Inc.
COM
00287Y109
259
2676
SH
SOLE
2676
0
0
Adobe Systems Inc
COM
00724F101
221
1262
SH
SOLE
1262
0
0
Aetna Inc
COM
00817Y108
263
1459
SH
SOLE
1459
0
0
Alphabet Inc. Cl A
CAP STK CL A
02079K305
593
563
SH
SOLE
563
0
0
Alphabet Inc. Cl C
CAP STK CL C
02079K107
1044
998
SH
SOLE
998
0
0
ALPS Equal Sector Weight ETF
EQUAL SEC ETF
00162Q205
243
3500
SH
SOLE
3500
0
0
Altria Group Inc
COM
02209S103
342
4790
SH
SOLE
4790
0
0
Amazon.com Inc
COM
023135106
1194
1021
SH
SOLE
1021
0
0
American Express
COM
025816109
1408
14173
SH
SOLE
14173
0
0
Amgen Inc
COM
031162100
419
2407
SH
SOLE
2407
0
0
Apple Computer Inc
COM
037833100
7390
43667
SH
SOLE
43667
0
0
AT&T Inc
COM
00206R102
2382
61260
SH
SOLE
61260
0
0
Bank of America Corp
COM
060505104
519
17583
SH
SOLE
17583
0
0
Berkshire Hathaway
CL A
084990175
41069
138
SH
SOLE
138
0
0
Berkshire Hathaway Cl B
CL B
084670702
103465
521969
SH
SOLE
521969
0
0
Boeing Co
COM
097023105
371
1259
SH
SOLE
1259
0
0
Bristol-Myers Squibb
COM
110122108
1373
22405
SH
SOLE
22405
0
0
Cardinal Health Inc
COM
14149Y108
502
8195
SH
SOLE
8195
0
0
Carmax Inc
COM
143130102
816
12726
SH
SOLE
12726
0
0
Castlight Health, Inc.
COM
14862Q100
38
10000
SH
SOLE
10000
0
0
Cavco Industries, Inc.
COM
149568107
348
2281
SH
SOLE
2281
0
0
Celgene Corp
COM
151020104
370
3543
SH
SOLE
3543
0
0
Cerus Corporation
COM
157085101
43
12670
SH
SOLE
12670
0
0
ChevronTexaco Corp
COM
166764100
258
2061
SH
SOLE
2061
0
0
Cisco Systems
COM
17275R102
2959
77269
SH
SOLE
77269
0
0
Citigroup Inc
COM NEW
172967424
345
4641
SH
SOLE
4641
0
0
Coca-Cola Co
COM
191216100
1336
29125
SH
SOLE
29125
0
0
Comcast Corp New Cl A
CLA
20030N101
225
5616
SH
SOLE
5616
0
0
ConocoPhillips
COM
20825C104
214
3896
SH
SOLE
3896
0
0
DowDupont Inc.
COM
26078J100
277
3895
SH
SOLE
3895
0
0
Swedish Expt CR Corp
ROG TTL ETN 22
870297801
18482
3422592
SH
SOLE
3422592
0
0
Enterprise Products Partners MLP
COM
293792107
220
8290
SH
SOLE
8290
0
0
Express Scripts
COM
30219G108
276
3694
SH
SOLE
3694
0
0
Exxon Mobil Corporation
COM
30231G102
669
8002
SH
SOLE
8002
0
0
Facebook Inc Class A
CL A
30303M102
1014
5747
SH
SOLE
5747
0
0
Ferroglobe PLC
SHS
G33856108
318
19636
SH
SOLE
19636
0
0
First Defiance Financial
COM
32006W106
1478
28441
SH
SOLE
28441
0
0
First Merchants Corp
COM
320817109
1138
27052
SH
SOLE
27052
0
0
General Electric
COM
369604103
756
43303
SH
SOLE
43303
0
0
GOLDMAN SACHS GROUP INC
SP ENHCMD37ETN
38144L852
259
10796
SH
SOLE
10796
0
0
RYDEX ETF TRUST
GUG S&P500 PU GR
78355W403
919
8768
SH
SOLE
8768
0
0
Hewlett Packard Company
COM
40434L105
476
22670
SH
SOLE
22670
0
0
Hewlett Packard Enterprise Comp
COM
42824C109
330
22992
SH
SOLE
22992
0
0
Home Depot Inc
COM
437076102
359
1893
SH
SOLE
1893
0
0
Huntington Bancshares
COM
446150104
1999
137300
SH
SOLE
137300
0
0
Installed Building Products, Inc
COM
45780R101
254
3345
SH
SOLE
3345
0
0
Intel Corp
COM
458140100
2226
48224
SH
SOLE
48224
0
0
International Business Machines
COM
459200101
1234
8041
SH
SOLE
8041
0
0
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
882
36148
SH
SOLE
36148
0
0
BARCLAYS BK PLC
IPTH PURE BRD
06740P114
280
9574
SH
SOLE
9574
0
0
ISHARES TR
TIPS BD ETF
464287176
779
6826
SH
SOLE
6826
0
0
ISHARES TR
MSCI EAFE ETF
464287465
1211
17217
SH
SOLE
17217
0
0
ISHARES TR
EAFE VALUE ETF
464288877
555
10058
SH
SOLE
10058
0
0
ISHARES TR
MRGSTR SM CP GR
464288604
381
2125
SH
SOLE
2125
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
938
6962
SH
SOLE
6962
0
0
ISHARES TR
RUS 1000 ETF
464287622
8516
57306
SH
SOLE
57306
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
216
1736
SH
SOLE
1736
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
242
1295
SH
SOLE
1295
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1939
12720
SH
SOLE
12720
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
206
1301
SH
SOLE
1301
0
0
ISHARES TR
CORE S&P500 ETF
464287200
2595
9653
SH
SOLE
9653
0
0
Johnson & Johnson
COM
478160104
1010
7227
SH
SOLE
7227
0
0
JP Morgan Alerian MLP Index ETN
ALERIAN ML ETN
46625H365
25935
944119
SH
SOLE
944119
0
0
JP Morgan Chase & Co.
COM
46625H100
5905
55216
SH
SOLE
55216
0
0
Ladenburg Thalmann Financial Svcs Inc
COM
50575Q102
79
25034
SH
SOLE
25034
0
0
Lilly (Eli) & Company
COM
532457108
1191
14100
SH
SOLE
14100
0
0
Lockheed Martin Corp
COM
539830109
539
1679
SH
SOLE
1679
0
0
McDonald's Corp
COM
580135101
2049
11907
SH
SOLE
11907
0
0
Merck & Co
COM
58933Y105
1077
19149
SH
SOLE
19149
0
0
Mettler-Toledo International Inc
COM
592688105
831
1341
SH
SOLE
1341
0
0
Microsoft Corp
COM
594918104
3797
44384
SH
SOLE
44384
0
0
MS India Investment Fund
COM
61745C105
468
14126
SH
SOLE
14126
0
0
National Holdings 22 Wts
*W EXP 01/18/202
636375115
17
19240
SH
SOLE
19240
0
0
National Holdings Corporation
COM NEW
636375206
63
19240
SH
SOLE
19240
0
0
NextEra Energy Inc
COM
65339F101
426
2730
SH
SOLE
2730
0
0
NiSource
COM
65473P105
424
16524
SH
SOLE
16524
0
0
PepsiCo Inc
COM
713448108
427
3562
SH
SOLE
3562
0
0
Pfizer Inc
COM
717081103
1542
42578
SH
SOLE
42578
0
0
PIMCO Enhanced Short Maturity Active ETF
ENHAN SHRT MA AC
72201R833
21947
216094
SH
SOLE
216094
0
0
Procter & Gamble
COM
742718109
2923
31813
SH
SOLE
31813
0
0
Provectus Biopharmaceuticals, Inc.
COM
74373P108
3
40000
SH
SOLE
40000
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
15155
498525
SH
SOLE
498525
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
14366
225242
SH
SOLE
225242
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
218
3088
SH
SOLE
3088
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
260
4762
SH
SOLE
4762
0
0
Sirius XM Radio Inc.
COM
82968B103
80
15000
SH
SOLE
15000
0
0
SPDR Gold Shares ETF
GOLD SHS
78463V107
262
2122
SH
SOLE
2122
0
0
SPDR Industrial Select Sec ETF
SBI INT-INDS
81369Y704
495
6543
SH
SOLE
6543
0
0
SPDR S&P 500 Index ETF
TR UNIT
78462F103
865
3241
SH
SOLE
3241
0
0
Starbucks Corp
COM
855244109
2138
37226
SH
SOLE
37226
0
0
Time Warner Inc
COM
887317303
496
5420
SH
SOLE
5420
0
0
United Healthcare Corp
COM
91324P102
502
2277
SH
SOLE
2277
0
0
United Technologies Corp
COM
913017109
446
3498
SH
SOLE
3498
0
0
US Bancorp
COM
902973304
216
4029
SH
SOLE
4029
0
0
Vanguard Bond Index ETF
INTERMED TERM
921937819
400
4768
SH
SOLE
4768
0
0
Vanguard Dividend Appreciation ETF
DIV APP ETF
921908844
28977
284006
SH
SOLE
284006
0
0
Visa Inc.
COM CL A
92826C839
575
5039
SH
SOLE
5039
0
0
Wal-Mart Stores Inc
COM
931142103
1693
17149
SH
SOLE
17149
0
0
Walt Disney Holding Co
COM DISNEY
254687106
1958
18209
SH
SOLE
18209
0
0
Wells Fargo & Co New
COM
949746101
1506
24829
SH
SOLE
24829
0
0
Worthington Industries
COM
981811102
470
10675
SH
SOLE
10675
0
0