Chief Compliance Officer

0001468685-22-000007.txt : 20220211 0001468685-22-000007.hdr.sgml : 20220211 20220210212411 ACCESSION NUMBER: 0001468685-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Budros, Ruhlin & Roe, LLC CENTRAL INDEX KEY: 0001468685 IRS NUMBER: 311237051 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-13562 FILM NUMBER: 22616344 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 FORMER COMPANY: FORMER CONFORMED NAME: Budros, Ruhlin & Roe, Inc. DATE OF NAME CHANGE: 20090720 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001468685 XXXXXXXX 12-31-2018 12-31-2018 true 1 RESTATEMENT Budros, Ruhlin & Roe, LLC

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 02-10-2022 0 109 482005 false INFORMATION TABLE 2 budros4q18.xml Abbott Laboratories COM 002824100 345 4776 SH SOLE 4776 0 0 AbbVie Inc. COM 00287Y109 311 3368 SH SOLE 3368 0 0 Alphabet Inc. Cl A CAP STK CL A 02079K305 677 648 SH SOLE 648 0 0 Alphabet Inc. Cl C CAP STK CL C 02079K107 1328 1282 SH SOLE 1282 0 0 ALPS Equal Sector Weight ETF EQUAL SEC ETF 00162Q205 223 3500 SH SOLE 3500 0 0 Amazon.com Inc COM 023135106 3339 2223 SH SOLE 2223 0 0 American Express COM 025816109 1272 13349 SH SOLE 13349 0 0 Amgen Inc COM 031162100 469 2411 SH SOLE 2411 0 0 Apple Computer Inc COM 037833100 6650 42157 SH SOLE 42157 0 0 AT&T Inc COM 00206R102 1987 69617 SH SOLE 69617 0 0 Axon Enterprise, Inc. COM 05464C101 395 9023 SH SOLE 9023 0 0 Bank of America Corp COM 060505104 431 17506 SH SOLE 17506 0 0 Berkshire Hathaway CL A 084990175 39474 129 SH SOLE 129 0 0 Berkshire Hathaway Cl B CL B 084670702 106180 520032 SH SOLE 520032 0 0 Boeing Co COM 097023105 382 1186 SH SOLE 1186 0 0 Booking Holdings Inc COM 09857L108 208 121 SH SOLE 121 0 0 Bristol-Myers Squibb COM 110122108 1115 21451 SH SOLE 21451 0 0 Cardinal Health Inc COM 14149Y108 372 8336 SH SOLE 8336 0 0 Carmax Inc COM 143130102 1591 25369 SH SOLE 25369 0 0 Cavco Industries, Inc. 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COM 26078J100 211 3944 SH SOLE 3944 0 0 Swedish Expt CR Corp ROG TTL ETN 22 870297801 18788 3842164 SH SOLE 3842164 0 0 Enterprise Products Partners MLP COM 293792107 228 9290 SH SOLE 9290 0 0 Exxon Mobil Corporation COM 30231G102 563 8252 SH SOLE 8252 0 0 Facebook Inc Class A CL A 30303M102 490 3739 SH SOLE 3739 0 0 Ferroglobe PLC SHS G33856108 33 20636 SH SOLE 20636 0 0 First Defiance Financial COM 32006W106 762 31086 SH SOLE 31086 0 0 First Financial Bancorp COM 320209109 214 9016 SH SOLE 9016 0 0 First Merchants Corp COM 320817109 857 24995 SH SOLE 24995 0 0 General Electric COM 369604103 213 28150 SH SOLE 28150 0 0 Global X FDS GLBL X MLP ETF 37950E473 3509 457560 SH SOLE 457560 0 0 Goldman Sachs Group Inc SP ENHCMD37ETN 38144L852 208 10796 SH SOLE 10796 0 0 Invesco Exchange Traded FD T S&P500 PUR GWT 46137V266 910 9130 SH SOLE 9130 0 0 Hewlett Packard Company COM 40434L105 408 19939 SH SOLE 19939 0 0 Hewlett Packard Enterprise Comp COM 42824C109 282 21325 SH SOLE 21325 0 0 Home Depot Inc COM 437076102 220 1279 SH SOLE 1279 0 0 Huntington Bancshares COM 446150104 966 81011 SH SOLE 81011 0 0 Intel Corp COM 458140100 2171 46264 SH SOLE 46264 0 0 International Business Machines COM 459200101 782 6879 SH SOLE 6879 0 0 Invesco Exchge Traded FD TR FTSE RAFI DEV 46138E743 27591 735367 SH SOLE 735367 0 0 Barclays BK PLC DJUBS CMDT ETN36 06738C778 713 33613 SH SOLE 33613 0 0 IndexIQ ETF TR IQ MRGR ARB ETF 45409B800 4309 135890 SH SOLE 135890 0 0 iQIYI, Inc. 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COM 46625H100 5020 51424 SH SOLE 51424 0 0 Keycorp Inc COM 493267108 149 10102 SH SOLE 10102 0 0 Lilly (Eli) & Company COM 532457108 1549 13382 SH SOLE 13382 0 0 Macquarie Infrastructure Corp COM 55608B105 387 10590 SH SOLE 10590 0 0 Mastercard Inc CL A 57636Q104 284 1504 SH SOLE 1504 0 0 McDonalds Corp COM 580135101 1866 10507 SH SOLE 10507 0 0 Merck & Co COM 58933Y105 1412 18474 SH SOLE 18474 0 0 Mettler-Toledo International Inc COM 592688105 644 1139 SH SOLE 1139 0 0 Microsoft Corp COM 594918104 3629 35726 SH SOLE 35726 0 0 MS India Investment Fund COM 61745C105 282 14040 SH SOLE 14040 0 0 National Holdings 22 Wts *W EXP 01/18/202 636375115 21 48034 SH SOLE 48034 0 0 National Holdings Corporation COM NEW 636375206 102 37699 SH SOLE 37699 0 0 Navidea Biopharma COM 63937X103 1 12755 SH SOLE 12755 0 0 NextEra Energy Inc COM 65339F101 464 2670 SH SOLE 2670 0 0 Nike Inc Cl B COM 654106103 439 5919 SH SOLE 5919 0 0 NiSource COM 65473P105 419 16524 SH SOLE 16524 0 0 PayPal Holdings, Inc. COM 70450Y103 259 3078 SH SOLE 3078 0 0 PepsiCo Inc COM 713448108 355 3209 SH SOLE 3209 0 0 Pfizer Inc COM 717081103 1739 39835 SH SOLE 39835 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2643 26184 SH SOLE 26184 0 0 PIMCO Equity SER RAFI DYN EMERG 72202L389 1846 83515 SH SOLE 83515 0 0 Invesco QQQ TR UNIT SER 1 46090E103 312 2020 SH SOLE 2020 0 0 Procter & Gamble COM 742718109 2858 31092 SH SOLE 31092 0 0 Provectus Biopharmaceuticals, Inc. COM 74373P108 2 40000 SH SOLE 40000 0 0 Repligen Corporation COM 759916109 269 5100 SH SOLE 5100 0 0 Schwab Fundamental Intl Lg Co ETF SCHWB FDT INT LG 808524755 102839 4077693 SH SOLE 4077693 0 0 Schwab US Large Cap ETF US LRG CAP ETF 808524201 13845 231913 SH SOLE 231913 0 0 Schwab US Large Cap Value ETF US LCAP VA ETF 808524409 241 4889 SH SOLE 4889 0 0 Sirius XM Radio Inc. COM 82968B103 57 10000 SH SOLE 10000 0 0 Sophiris Bio, Inc. COM NEW 83578Q209 33 40000 SH SOLE 40000 0 0 SPDR Gold Shares ETF GOLD SHS 78463V107 262 2163 SH SOLE 2163 0 0 SPDR Industrial Select Sec ETF SBI INT-INDS 81369Y704 297 4611 SH SOLE 4611 0 0 SPDR S&P 500 Index ETF TR UNIT 78462F103 1415 5663 SH SOLE 5663 0 0 Select Sector SPDR TR TECHNOLOGY 81369Y803 219 3537 SH SOLE 3537 0 0 Square Inc CL A 852234103 511 9103 SH SOLE 9103 0 0 Starbucks Corp COM 855244109 2263 35134 SH SOLE 35134 0 0 United Healthcare Corp COM 91324P102 605 2427 SH SOLE 2427 0 0 United Technologies Corp COM 913017109 282 2647 SH SOLE 2647 0 0 Vanguard Bond Index ETF INTERMED TERM 921937819 287 3527 SH SOLE 3527 0 0 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 25206 257335 SH SOLE 257335 0 0 Vanguard Small Cap Value ETF SM CP VAL ETF 922908611 207 1818 SH SOLE 1818 0 0 Visa Inc. 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