0001468685-19-000004.txt : 20190814
0001468685-19-000004.hdr.sgml : 20190814
20190814155313
ACCESSION NUMBER: 0001468685-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190814
DATE AS OF CHANGE: 20190814
EFFECTIVENESS DATE: 20190814
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: 191025957
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
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0001468685
XXXXXXXX
06-30-2019
06-30-2019
Budros, Ruhlin & Roe, Inc.
1801 WATERMARK DRIVE, SUITE 300
COLUMBUS
OH
43215-7088
13F HOLDINGS REPORT
028-13562
N
Kent Keister
Compliance Officer
614-481-6900
Kent Keister
Columbus
OH
08-14-2019
0
148
73698
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INFORMATION TABLE
2
BRR_13FQ22019.xml
Navidea Biopharma
COM
63937X103
2
16755
SH
SOLE
2
0
0
National Holdings 22 Wts
*W EXP 01/18/202
636375115
21
48034
SH
SOLE
21
0
0
Sophiris Bio, Inc.
COM NEW
83578Q209
34
40000
SH
SOLE
34
0
0
Ferroglobe PLC
SHS
G33856108
35
20636
SH
SOLE
35
0
0
Compugen Ltd.
CL B
001085208
38
10000
SH
SOLE
38
0
0
Sirius XM Radio Inc.
COM
82968B103
56
10023
SH
SOLE
56
0
0
National Holdings Corporation
COM NEW
636375206
102
37699
SH
SOLE
102
0
0
United Cmnty Finl Corp Ohio
COM
909839102
144
15000
SH
SOLE
144
0
0
Arcos Dorados Holdings
SHS CLASS -A -
G0457F107
173
23731
SH
SOLE
173
0
0
iShares Comex Gold Trust ETF
ISHARES
464285105
178
13211
SH
SOLE
178
0
0
Keycorp Inc
COM
493267108
180
10116
SH
SOLE
180
0
0
Cerus Corporation
COM
157085101
200
35613
SH
SOLE
200
0
0
American Electric Power
COM
025537101
201
2287
SH
SOLE
201
0
0
Netflix Inc
COM
64110L106
202
550
SH
SOLE
202
0
0
Salesforce.com
COM
79466L302
205
1348
SH
SOLE
205
0
0
Service Now Inc
COM
81762P102
206
751
SH
SOLE
206
0
0
iQIYI, Inc.
SPONSORED ADS
46267X108
207
10000
SH
SOLE
207
0
0
iShares Russell 1000 Value Index ETF
RUS 1000 VAL ETF
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207
1625
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207
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CORE MSCI EAFE
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3387
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0
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SBI INT-UTILS
81369Y886
208
3489
SH
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0
Guggenheim S&P 500 Pure Value ETF
S&P500 PUR VAL
46137V258
208
3205
SH
SOLE
208
0
0
Verizon Communications
COM
92343V104
209
3661
SH
SOLE
209
0
0
Waste Management Inc Del
COM
94106L109
217
1883
SH
SOLE
217
0
0
iShares Russell 3000 Index ETF
RUSSELL 3000 ETF
464287689
224
1301
SH
SOLE
224
0
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Canopy Growth Corporation
COM
138035100
225
5572
SH
SOLE
225
0
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ConocoPhillips
COM
20825C104
225
3685
SH
SOLE
225
0
0
Vanguard Mid Cap ETF
MID CAP ETF
922908629
226
1354
SH
SOLE
226
0
0
SPDR Energy Select Sec ETF
ENERGY
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227
3561
SH
SOLE
227
0
0
Nvidia Corp
COM
67066G104
230
1401
SH
SOLE
230
0
0
Vanguard Growth ETF
GROWTH ETF
922908736
233
1426
SH
SOLE
233
0
0
Guardant Health, Inc.
COM
40131M109
233
2700
SH
SOLE
233
0
0
PowerShares QQQ ETF
UNIT SER 1
46090E103
235
1261
SH
SOLE
235
0
0
Booking Holdings Inc
COM
09857L108
238
127
SH
SOLE
238
0
0
iShares S&P SmallCap 600 Index ETF
CORE S&P SCP ETF
464287804
239
3049
SH
SOLE
239
0
0
Workday Inc Cl A
CL A
98138H101
247
1200
SH
SOLE
247
0
0
GS Connect S&P GSCI Enh Commodity TR ETN
SP ENHCMD37ETN
38144L852
248
10796
SH
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248
0
0
iShares S&P SmallCap 600 Growth Index ETF
S&P SML 600 GWT
464287887
250
1369
SH
SOLE
250
0
0
ProShares Ultra S&P ETF
PSHS ULT S&P 500
74347R107
252
2000
SH
SOLE
252
0
0
Alibaba Group Holding Limited
SPONSORED
01609W102
253
1493
SH
SOLE
253
0
0
Vanguard Emerging Markets Stock ETF
FTSE EMR MKT ETF
922042858
257
6049
SH
SOLE
257
0
0
ALPS Equal Sector Weight ETF
EQUAL SEC ETF
00162Q205
260
3500
SH
SOLE
260
0
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Celgene Corp
COM
151020104
264
2851
SH
SOLE
264
0
0
Comcast Corp New Cl A
CL A
20030N101
268
6328
SH
SOLE
268
0
0
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BULSHS 2021 CB
46138J700
268
12657
SH
SOLE
268
0
0
Guggenheim BulletShrs 2022 Corp Bd ETF
BULSHS 2022 CB
46138J882
271
12685
SH
SOLE
271
0
0
M/I Homes, Inc.
COM
55305B101
273
9563
SH
SOLE
273
0
0
Guggenheim BulletShrs 2023 Corp Bd ETF
BULSHS 2023 CB
46138J866
274
12966
SH
SOLE
274
0
0
Schwab US Large Cap Value ETF
US LCAP VA ETF
808524409
280
4995
SH
SOLE
280
0
0
Installed Building Products, Inc
COM
45780R101
282
4770
SH
SOLE
282
0
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MS India Investment Fund
COM
61745C105
294
14040
SH
SOLE
294
0
0
CVS Caremark Corporation
COM
126650100
303
5558
SH
SOLE
303
0
0
AbbVie Inc.
COM
00287Y109
305
4191
SH
SOLE
305
0
0
3M Company
COM
88579Y101
309
1785
SH
SOLE
309
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First Financial Bancorp
COM
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312
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SH
SOLE
312
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SPDR Gold Shares ETF
GOLD SHS
78463V107
313
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SH
SOLE
313
0
0
Repligen Corporation
COM
759916109
314
3656
SH
SOLE
314
0
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Universal Display Corporation
COM
91347P105
316
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SH
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316
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Hewlett Packard Enterprise Comp
COM
42824C109
319
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SH
SOLE
319
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Vanguard Small Cap Value ETF
SM CP VAL ETF
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319
2447
SH
SOLE
319
0
0
Abbott Laboratories
COM
002824100
325
3865
SH
SOLE
325
0
0
N V R Corp
COM
62944T105
337
100
SH
SOLE
337
0
0
Enterprise Products Partners MLP
COM
293792107
337
11690
SH
SOLE
337
0
0
General Electric
COM
369604103
371
35321
SH
SOLE
371
0
0
Altria Group Inc
COM
02209S103
373
7877
SH
SOLE
373
0
0
PayPal Holdings, Inc.
COM
70450Y103
376
3283
SH
SOLE
376
0
0
Cardinal Health Inc
COM
14149Y108
383
8128
SH
SOLE
383
0
0
Wesbanco Inc
COM
950810101
397
10308
SH
SOLE
397
0
0
iShares M-Star Small Growth Index ETF
MRGSTR SM CP GR
464288604
404
1985
SH
SOLE
404
0
0
Hewlett Packard Company
COM
40434L105
409
19689
SH
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409
0
0
iShares MSCI Emerging Markets Index ETF
MSCI EMG MKT ETF
464287234
415
9668
SH
SOLE
415
0
0
Kimberly-Clark
COM
494368103
417
3130
SH
SOLE
417
0
0
Davis Select US Equity ETF
SELECT US EQTY
23908L207
422
18010
SH
SOLE
422
0
0
Worthington Industries
COM
981811102
426
10592
SH
SOLE
426
0
0
Mondelez Intl Inc
CL A
609207105
429
7968
SH
SOLE
429
0
0
Public Storage Inc
COM
74460D109
443
1859
SH
SOLE
443
0
0
Macquarie Infrastructure Corp
COM
55608B105
451
11113
SH
SOLE
451
0
0
iShares Russell 2000 Growth Index ETF
RUS 2000 GRW ETF
464287648
455
2263
SH
SOLE
455
0
0
Unilever N V New F
N Y SHS NEW
904784709
458
7549
SH
SOLE
458
0
0
NiSource
COM
65473P105
476
16524
SH
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476
0
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Raytheon Co New Cl A
COM NEW
755111507
484
2782
SH
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484
0
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Communication Services Sel Sect SPDRETF
COMMUNICATION
81369Y852
486
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SH
SOLE
486
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Okta Inc
CL A
679295105
494
4000
SH
SOLE
494
0
0
SPDR Consumer Staples Select Sec ETF
SBI CONS STPLS
81369Y308
497
8557
SH
SOLE
497
0
0
Mastercard Inc
CL A
57636Q104
500
1892
SH
SOLE
500
0
0
Xilinx Inc
COM
983919101
511
4330
SH
SOLE
511
0
0
United Technologies Corp
COM
913017109
519
3989
SH
SOLE
519
0
0
Citigroup Inc
COM NEW
172967424
522
7455
SH
SOLE
522
0
0
Bank of America Corp
COM
060505104
528
18223
SH
SOLE
528
0
0
DTE Energy Co
COM
233331107
531
4153
SH
SOLE
531
0
0
Deutsche X-trackers MSCI EAFE Hedged Eq
XTRACK MSCI EAFE
233051200
544
17216
SH
SOLE
544
0
0
Illumina Inc
COM
452327109
571
1550
SH
SOLE
571
0
0
SPDR Financial Select Sec ETF
SBI INT-FINL
81369Y605
576
20885
SH
SOLE
576
0
0
SPDR Industrial Select Sec ETF
SBI INT-INDS
81369Y704
592
7652
SH
SOLE
592
0
0
Diageo Plc New F 1 ADR Reps 4 Ord
SPON ADR NEW
25243Q205
595
3453
SH
SOLE
595
0
0
Ameritrade Hldg Cp Cl A
COM
87236Y108
597
11950
SH
SOLE
597
0
0
Facebook Inc Class A
CL A
30303M102
600
3108
SH
SOLE
600
0
0
Boeing Co
COM
097023105
610
1675
SH
SOLE
610
0
0
United Healthcare Corp
COM
91324P102
623
2552
SH
SOLE
623
0
0
Charles Schwab Corp
COM
808513105
627
15613
SH
SOLE
627
0
0
SPDR Health Care Select Sec ETF
SBI HEALTHCARE
81369Y209
639
6902
SH
SOLE
639
0
0
iShares MSCI All Country World Mini Vol ETF
MIN VOL GBL ETF
464286525
650
7055
SH
SOLE
650
0
0
SPDR Consumer Disc Select Sec ETF
SBI CONS DISCR
81369Y407
688
5774
SH
SOLE
688
0
0
Axon Enterprise, Inc.
COM
05464C101
693
10800
SH
SOLE
693
0
0
CDW Corporation
COM
12514G108
696
6274
SH
SOLE
696
0
0
Illinois Tool Works Inc
COM
452308109
720
4772
SH
SOLE
720
0
0
Darden Restaurants
COM
237194105
721
5927
SH
SOLE
721
0
0
Alphabet Inc. Cl A
CAP STK CL A
02079K305
730
674
SH
SOLE
730
0
0
Air Products & Chemicals Inc
COM
009158AR7
732
3233
SH
SOLE
732
0
0
Omnicom Group Inc
COM
681919106
733
8946
SH
SOLE
733
0
0
Occidental Petroleum
COM
674599105
743
14771
SH
SOLE
743
0
0
iPath Bloomberg Commodity Index Total Return ETN
DJUBS CMDT ETN36
06738C778
744
33458
SH
SOLE
744
0
0
Exxon Mobil Corporation
COM
30231G102
751
9794
SH
SOLE
751
0
0
iShares High Dividend Equity ETF
CORE HIGH DV ETF
46429B663
756
8000
SH
SOLE
756
0
0
Dominion Resources Va
COM
25746U109
756
9782
SH
SOLE
756
0
0
Square Inc
CL A
852234103
762
10501
SH
SOLE
762
0
0
BlackRock Inc
COM
09247X101
762
1624
SH
SOLE
762
0
0
Costco Whsl Corp New
COM
22160K105
764
2891
SH
SOLE
764
0
0
Cavco Industries, Inc.
COM
149568107
764
4851
SH
SOLE
764
0
0
Cummins Inc
COM
231021106
778
4539
SH
SOLE
778
0
0
TJX Companies Inc.
COM
872540109
788
14905
SH
SOLE
788
0
0
Lockheed Martin Corp
COM
539830109
798
2194
SH
SOLE
798
0
0
Intuit Inc
COM
461202103
804
3078
SH
SOLE
804
0
0
iShares Barclays TIPS Bond ETF
TIPS BD ETF
464287176
808
6997
SH
SOLE
808
0
0
Baxter International
COM
071813BF5
813
9926
SH
SOLE
813
0
0
Schwab US Aggregate Bond ETF
US AGGREGATE B
808524839
813
15345
SH
SOLE
813
0
0
Texas Instruments Inc
COM
882508104
815
7101
SH
SOLE
815
0
0
American Tower Corp Cl A
COM
03027X100
819
4004
SH
SOLE
819
0
0
Phillips 66 Common Stock
COM
718546104
824
8806
SH
SOLE
824
0
0
First Defiance Financial
COM
32006W106
864
30254
SH
SOLE
864
0
0
iShares Russell 1000 Growth Index ETF
RUS 1000 GRW ETF
464287614
962
6112
SH
SOLE
962
0
0
Mettler-Toledo International Inc
COM
592688105
963
1147
SH
SOLE
963
0
0
Oracle Sys Corp
COM
68389X105
967
16968
SH
SOLE
967
0
0
Gilead Science
COM
375558103
970
14361
SH
SOLE
970
0
0
First Merchants Corp
COM
320817109
975
25726
SH
SOLE
975
0
0
PowerShares FTSE RAFI US 1000 ETF
FTSE RAFI 1000
46137V613
994
8520
SH
SOLE
994
0
0
Home Depot Inc
COM
437076102
997
4793
SH
SOLE
997
0
0
International Business Machines
COM
459200101
1000
7250
SH
SOLE
1000
0
0
SPDR Technology Select Sec ETF
TECHNOLOGY
81369Y803
1033
13238
SH
SOLE
1033
0
0
HCA Inc
COM
40412C101
1042
7710
SH
SOLE
1042
0
0
Amgen Inc
COM
031162100
1060
5753
SH
SOLE
1060
0
0
Visa Inc.
COM CL A
92826C839
1090
6282
SH
SOLE
1090
0
0
iShares Core MSCI Emerging Mkt ETF
CORE MSCI EMKT
46434G103
1100
21384
SH
SOLE
1100
0
0
PepsiCo Inc
COM
713448108
1103
8414
SH
SOLE
1103
0
0
Guggenheim S&P 500 Pure Growth ETF
S&P500 PUR GWT
46137V266
1121
9386
SH
SOLE
1121
0
0
Wells Fargo & Co New
COM
949746101
1122
23704
SH
SOLE
1122
0
0
Sarepta Therapeutics
COM
803607100
1124
7400
SH
SOLE
1124
0
0
Ohio Valley Banc
COM
677719106
1209
31350
SH
SOLE
1209
0
0