Budros, Ruhlin & Roe as of Dec. 31, 2012
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 86 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.3 | $34M | 379k | 89.70 | |
| Berkshire Hathaway (BRK.A) | 17.0 | $33M | 249.00 | 134060.24 | |
| iShares Russell 1000 Index (IWB) | 11.7 | $23M | 290k | 79.15 | |
| Vanguard Dividend Appreciation ETF (VIG) | 7.1 | $14M | 236k | 59.57 | |
| iShares S&P SmallCap 600 Growth (IJT) | 4.4 | $8.6M | 103k | 84.04 | |
| Ipath Dow Jones-aig Commodity (DJP) | 2.9 | $5.7M | 138k | 41.35 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $3.6M | 83k | 43.97 | |
| Procter & Gamble Company (PG) | 1.5 | $3.0M | 44k | 67.90 | |
| Cisco Systems (CSCO) | 1.4 | $2.8M | 140k | 19.65 | |
| General Electric Company | 1.3 | $2.5M | 121k | 20.99 | |
| iShares S&P 500 Index (IVV) | 1.3 | $2.5M | 17k | 143.13 | |
| International Business Machines (IBM) | 1.2 | $2.3M | 12k | 191.52 | |
| Starbucks Corporation (SBUX) | 1.1 | $2.1M | 39k | 53.63 | |
| Apple (AAPL) | 1.0 | $2.0M | 3.8k | 532.24 | |
| Eli Lilly & Co. (LLY) | 1.0 | $2.0M | 41k | 49.32 | |
| Merck & Co (MRK) | 1.0 | $2.0M | 49k | 40.94 | |
| Microsoft Corporation (MSFT) | 1.0 | $2.0M | 73k | 26.71 | |
| Rydex S&P 500 Pure Growth ETF | 0.9 | $1.8M | 36k | 49.27 | |
| McDonald's Corporation (MCD) | 0.8 | $1.6M | 19k | 88.23 | |
| Walt Disney Company (DIS) | 0.8 | $1.6M | 32k | 49.79 | |
| Intel Corporation (INTC) | 0.8 | $1.6M | 77k | 20.61 | |
| Coca-Cola Company (KO) | 0.7 | $1.4M | 40k | 36.25 | |
| Pfizer (PFE) | 0.7 | $1.4M | 57k | 25.08 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.4M | 42k | 34.19 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.7 | $1.4M | 42k | 33.89 | |
| Wal-Mart Stores (WMT) | 0.7 | $1.4M | 20k | 68.25 | |
| Bob Evans Farms | 0.7 | $1.4M | 35k | 40.21 | |
| Bristol Myers Squibb (BMY) | 0.7 | $1.4M | 42k | 32.58 | |
| American Express Company (AXP) | 0.6 | $1.2M | 21k | 57.47 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.1M | 16k | 70.09 | |
| iShares Russell 2000 Index (IWM) | 0.5 | $1.0M | 12k | 84.32 | |
| Chevron Corporation (CVX) | 0.5 | $980k | 9.1k | 108.10 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $958k | 17k | 56.87 | |
| At&t (T) | 0.5 | $939k | 28k | 33.73 | |
| Diageo (DEO) | 0.5 | $944k | 8.1k | 116.54 | |
| ConocoPhillips (COP) | 0.5 | $926k | 16k | 57.98 | |
| iShares Russell 1000 Growth Index (IWF) | 0.5 | $891k | 14k | 65.48 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $869k | 10k | 84.39 | |
| Health Care REIT | 0.4 | $857k | 14k | 61.30 | |
| Nextera Energy (NEE) | 0.4 | $863k | 13k | 69.16 | |
| HCP | 0.4 | $863k | 19k | 45.14 | |
| U.S. Bancorp (USB) | 0.4 | $836k | 26k | 31.96 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $838k | 9.7k | 86.54 | |
| Verizon Communications (VZ) | 0.4 | $846k | 20k | 43.25 | |
| H.J. Heinz Company | 0.4 | $846k | 15k | 57.69 | |
| 3M Company (MMM) | 0.4 | $815k | 8.8k | 92.82 | |
| Unilever | 0.4 | $808k | 21k | 38.29 | |
| Raytheon Company | 0.4 | $790k | 14k | 57.58 | |
| Altria (MO) | 0.4 | $777k | 25k | 31.46 | |
| Philip Morris International (PM) | 0.4 | $761k | 9.1k | 83.61 | |
| Mettler-Toledo International (MTD) | 0.4 | $706k | 3.7k | 193.32 | |
| AstraZeneca (AZN) | 0.4 | $704k | 15k | 47.28 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $670k | 4.7k | 142.37 | |
| Travelers Companies (TRV) | 0.3 | $659k | 9.2k | 71.86 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $664k | 5.5k | 121.39 | |
| HSBC Holdings (HSBC) | 0.3 | $647k | 12k | 53.05 | |
| Genuine Parts Company (GPC) | 0.3 | $653k | 10k | 63.58 | |
| Boeing Company (BA) | 0.3 | $657k | 8.7k | 75.40 | |
| Royal Dutch Shell | 0.3 | $641k | 9.0k | 70.87 | |
| Vodafone | 0.3 | $658k | 26k | 25.19 | |
| Dominion Resources (D) | 0.3 | $609k | 12k | 51.82 | |
| E.I. du Pont de Nemours & Company | 0.3 | $617k | 14k | 44.95 | |
| Cardinal Health (CAH) | 0.3 | $560k | 14k | 41.22 | |
| Mondelez Int (MDLZ) | 0.3 | $567k | 22k | 25.47 | |
| Time Warner | 0.2 | $449k | 9.4k | 47.81 | |
| Hewlett-Packard Company | 0.2 | $419k | 29k | 14.23 | |
| Goldman Sachs Group Inc sp enhcmd37etn (GSCE) | 0.2 | $390k | 8.1k | 48.02 | |
| Kinder Morgan (KMI) | 0.2 | $400k | 11k | 35.35 | |
| Covidien | 0.2 | $337k | 5.8k | 57.73 | |
| Kraft Foods | 0.2 | $336k | 7.4k | 45.52 | |
| iShares MSCI EAFE Value Index (EFV) | 0.2 | $321k | 6.6k | 48.71 | |
| Express Scripts Holding | 0.2 | $314k | 5.8k | 53.93 | |
| PowerShares DB Com Indx Trckng Fund | 0.1 | $304k | 11k | 27.77 | |
| Gardner Denver | 0.1 | $297k | 4.3k | 68.59 | |
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $274k | 15k | 18.55 | |
| PetroChina Company | 0.1 | $258k | 1.8k | 143.73 | |
| Bank of America Corporation (BAC) | 0.1 | $237k | 20k | 11.59 | |
| Abbott Laboratories (ABT) | 0.1 | $235k | 3.6k | 65.59 | |
| Worthington Industries (WOR) | 0.1 | $219k | 8.4k | 26.04 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $207k | 6.5k | 31.79 | |
| Citigroup (C) | 0.1 | $217k | 5.5k | 39.61 | |
| Fifth Third Ban (FITB) | 0.1 | $173k | 11k | 15.20 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $148k | 23k | 6.39 | |
| Key (KEY) | 0.0 | $87k | 10k | 8.47 | |
| Tellabs | 0.0 | $35k | 15k | 2.30 | |
| Sirius XM Radio | 0.0 | $43k | 15k | 2.86 |
