Budros, Ruhlin & Roe as of Dec. 31, 2013
Portfolio Holdings for Budros, Ruhlin & Roe
Budros, Ruhlin & Roe holds 95 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 20.3 | $47M | 396k | 118.56 | |
| Berkshire Hathaway (BRK.A) | 14.8 | $34M | 192.00 | 177901.04 | |
| iShares Russell 1000 Index (IWB) | 10.0 | $23M | 223k | 103.17 | |
| Vanguard Dividend Appreciation ETF (VIG) | 9.0 | $21M | 277k | 75.24 | |
| Wisdomtree Tr em lcl debt (ELD) | 3.2 | $7.4M | 160k | 46.02 | |
| Barclays Bk Plc fund | 2.3 | $5.3M | 135k | 39.51 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $3.9M | 66k | 58.48 | |
| Procter & Gamble Company (PG) | 1.6 | $3.6M | 45k | 81.42 | |
| General Electric Company | 1.5 | $3.4M | 121k | 28.03 | |
| Cisco Systems (CSCO) | 1.4 | $3.1M | 140k | 22.43 | |
| Microsoft Corporation (MSFT) | 1.2 | $2.7M | 73k | 37.41 | |
| iShares S&P 500 Index (IVV) | 1.2 | $2.7M | 15k | 185.62 | |
| Ipath Dow Jones-aig Commodity (DJP) | 1.1 | $2.5M | 68k | 36.75 | |
| Merck & Co (MRK) | 1.0 | $2.4M | 48k | 50.05 | |
| Starbucks Corporation (SBUX) | 1.0 | $2.4M | 30k | 78.39 | |
| Intel Corporation (INTC) | 1.0 | $2.3M | 90k | 25.96 | |
| Apple (AAPL) | 1.0 | $2.3M | 4.1k | 561.14 | |
| Walt Disney Company (DIS) | 0.9 | $2.1M | 27k | 76.41 | |
| Eli Lilly & Co. (LLY) | 0.8 | $2.0M | 38k | 51.00 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.9M | 36k | 53.14 | |
| International Business Machines (IBM) | 0.8 | $1.8M | 9.6k | 187.55 | |
| Bob Evans Farms | 0.8 | $1.8M | 35k | 50.59 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.8 | $1.8M | 40k | 44.08 | |
| Pfizer (PFE) | 0.7 | $1.7M | 54k | 30.63 | |
| American Express Company (AXP) | 0.7 | $1.6M | 17k | 90.72 | |
| Coca-Cola Company (KO) | 0.7 | $1.5M | 37k | 41.32 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.5M | 34k | 45.41 | |
| McDonald's Corporation (MCD) | 0.6 | $1.5M | 15k | 97.03 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.5M | 19k | 78.66 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.5M | 16k | 91.58 | |
| iShares Russell 2000 Index (IWM) | 0.6 | $1.4M | 12k | 115.35 | |
| Raytheon Company | 0.5 | $1.2M | 14k | 90.66 | |
| Boeing Company (BA) | 0.5 | $1.2M | 9.0k | 136.51 | |
| Vodafone | 0.5 | $1.2M | 31k | 39.30 | |
| 3M Company (MMM) | 0.5 | $1.2M | 8.4k | 140.24 | |
| ConocoPhillips (COP) | 0.5 | $1.2M | 17k | 70.67 | |
| Chevron Corporation (CVX) | 0.5 | $1.2M | 9.2k | 124.96 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.1M | 16k | 67.07 | |
| iShares Russell 1000 Growth Index (IWF) | 0.5 | $1.1M | 13k | 85.94 | |
| At&t (T) | 0.5 | $1.0M | 29k | 35.15 | |
| Diageo (DEO) | 0.5 | $1.0M | 7.8k | 132.48 | |
| Nextera Energy (NEE) | 0.5 | $1.0M | 12k | 85.60 | |
| Altria (MO) | 0.4 | $1.0M | 27k | 38.39 | |
| Royal Dutch Shell | 0.4 | $955k | 13k | 75.11 | |
| AstraZeneca (AZN) | 0.4 | $924k | 16k | 59.34 | |
| E.I. du Pont de Nemours & Company | 0.4 | $907k | 14k | 64.95 | |
| MetLife (MET) | 0.4 | $892k | 17k | 53.91 | |
| Diamond Offshore Drilling | 0.4 | $876k | 15k | 56.95 | |
| Mettler-Toledo International (MTD) | 0.4 | $886k | 3.7k | 242.61 | |
| Philip Morris International (PM) | 0.4 | $870k | 10k | 87.11 | |
| Genuine Parts Company (GPC) | 0.4 | $854k | 10k | 83.15 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $846k | 8.1k | 104.51 | |
| Travelers Companies (TRV) | 0.4 | $854k | 9.4k | 90.56 | |
| Unilever | 0.4 | $835k | 21k | 40.24 | |
| Bce (BCE) | 0.4 | $822k | 19k | 43.30 | |
| Hewlett-Packard Company | 0.3 | $778k | 28k | 27.99 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $755k | 7.5k | 101.17 | |
| Health Care REIT | 0.3 | $763k | 14k | 53.54 | |
| HSBC Holdings (HSBC) | 0.3 | $685k | 12k | 55.15 | |
| Dominion Resources (D) | 0.3 | $687k | 11k | 64.71 | |
| Cardinal Health (CAH) | 0.3 | $620k | 9.3k | 66.84 | |
| HCP | 0.3 | $634k | 17k | 36.34 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $610k | 5.6k | 109.81 | |
| Time Warner | 0.2 | $528k | 7.6k | 69.72 | |
| Amgen (AMGN) | 0.2 | $440k | 3.9k | 114.14 | |
| Intuitive Surgical (ISRG) | 0.2 | $442k | 1.2k | 384.35 | |
| Express Scripts Holding | 0.2 | $409k | 5.8k | 70.26 | |
| Xilinx | 0.2 | $389k | 8.5k | 45.97 | |
| iShares MSCI EAFE Value Index (EFV) | 0.2 | $372k | 6.5k | 57.25 | |
| Goldman Sachs Group Inc sp enhcmd37etn (GSCE) | 0.2 | $380k | 8.1k | 46.79 | |
| Kraft Foods | 0.2 | $377k | 7.0k | 53.97 | |
| Worthington Industries (WOR) | 0.1 | $348k | 8.3k | 42.13 | |
| U.S. Bancorp (USB) | 0.1 | $323k | 8.0k | 40.34 | |
| Kinder Morgan (KMI) | 0.1 | $327k | 9.1k | 36.05 | |
| Bank of America Corporation (BAC) | 0.1 | $303k | 20k | 15.55 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $270k | 28k | 9.66 | |
| Leucadia National | 0.1 | $273k | 9.6k | 28.31 | |
| PowerShares DB Com Indx Trckng Fund | 0.1 | $275k | 11k | 25.64 | |
| Celgene Corporation | 0.1 | $282k | 1.7k | 169.27 | |
| iShares Morningstar Small Growth (ISCG) | 0.1 | $282k | 2.1k | 132.71 | |
| Covidien | 0.1 | $276k | 4.1k | 68.05 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $249k | 7.1k | 34.92 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $247k | 1.3k | 184.60 | |
| Morgan Stanley India Investment Fund (IIF) | 0.1 | $258k | 15k | 17.47 | |
| Gilead Sciences (GILD) | 0.1 | $255k | 3.4k | 75.22 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $265k | 6.5k | 40.71 | |
| Citigroup (C) | 0.1 | $261k | 5.0k | 52.10 | |
| Electronics For Imaging | 0.1 | $242k | 6.3k | 38.72 | |
| Brookfield Asset Management | 0.1 | $205k | 5.3k | 38.86 | |
| Weyerhaeuser Company (WY) | 0.1 | $205k | 6.5k | 31.51 | |
| Enterprise Products Partners (EPD) | 0.1 | $204k | 3.1k | 66.34 | |
| Nam Tai Electronics | 0.1 | $195k | 27k | 7.15 | |
| Key (KEY) | 0.1 | $139k | 10k | 13.44 | |
| Neoprobe | 0.1 | $109k | 53k | 2.07 | |
| Sirius Xm Holdings (SIRI) | 0.0 | $52k | 15k | 3.47 |
