Budros, Ruhlin & Roe

Budros, Ruhlin & Roe as of Dec. 31, 2018

Portfolio Holdings for Budros, Ruhlin & Roe

Budros, Ruhlin & Roe holds 109 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Cl B CL B (BRK.B) 22.0 $106M 520k 204.18
Schwab Fundamental Intl Lg Co ETF Schwb Fdt Int Lg (FNDF) 21.3 $103M 4.1M 25.22
Berkshire Hathaway Cl A 8.2 $40M 129.00 306000.00
Invesco Exchge Traded FD TR Ftse Rafi Dev (PXF) 5.7 $28M 735k 37.52
iShares MSCI EAFE Value Index ETF Eafe Value Etf (EFV) 5.4 $26M 573k 45.22
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 5.2 $25M 257k 97.95
JP Morgan Alerian MLP Index ETN Alerian Ml Etn 4.6 $22M 984k 22.32
Swedish Expt CR Corp Rog Ttl Etn 22 3.9 $19M 3.8M 4.89
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX) 2.9 $14M 232k 59.70
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB) 1.5 $7.0M 50k 138.70
Apple (AAPL) 1.4 $6.7M 42k 157.74
JPMorgan Chase & Co. (JPM) 1.0 $5.0M 51k 97.62
IndexIQ ETF TR Iq Mrgr Arb Etf (MNA) 0.9 $4.3M 136k 31.71
Microsoft Corporation (MSFT) 0.8 $3.6M 36k 101.58
Global X FDS Glbl X Mlp Etf 0.7 $3.5M 458k 7.67
Amazon (AMZN) 0.7 $3.3M 2.2k 1502.02
Cisco Systems (CSCO) 0.6 $3.0M 70k 43.34
Procter & Gamble Company (PG) 0.6 $2.9M 31k 91.92
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $2.6M 26k 100.94
Starbucks Corporation (SBUX) 0.5 $2.3M 35k 64.41
iShares S&P 500 Index ETF Core S&p500 Etf (IVV) 0.5 $2.3M 9.0k 251.62
Intel Corporation (INTC) 0.5 $2.2M 46k 46.93
At&t (T) 0.4 $2.0M 70k 28.54
McDonald's Corporation (MCD) 0.4 $1.9M 11k 177.60
PIMCO Equity SER Rafi Dyn Emerg (MFEM) 0.4 $1.8M 84k 22.10
Walt Disney Holding Com Disney (DIS) 0.4 $1.8M 17k 109.63
Pfizer (PFE) 0.4 $1.7M 40k 43.66
CarMax (KMX) 0.3 $1.6M 25k 62.71
iShares Russell 2000 Index ETF Russell 2000 Etf (IWM) 0.3 $1.6M 12k 133.92
Eli Lilly & Co. (LLY) 0.3 $1.5M 13k 115.75
Wal-Mart Stores (WMT) 0.3 $1.5M 16k 93.14
Coca-Cola Company (KO) 0.3 $1.4M 30k 47.36
SPDR S&P 500 Index ETF Tr Unit (SPY) 0.3 $1.4M 5.7k 249.87
Merck & Co (MRK) 0.3 $1.4M 19k 76.43
Alphabet Inc. Cl C Cap Stk Cl C (GOOG) 0.3 $1.3M 1.3k 1035.88
American Express Company (AXP) 0.3 $1.3M 13k 95.29
Bristol Myers Squibb (BMY) 0.2 $1.1M 22k 51.98
Wells Fargo & Company (WFC) 0.2 $1.1M 23k 46.09
iShares MSCI EAFE Index ETF Msci Eafe Etf (EFA) 0.2 $1.0M 18k 58.80
Huntington Bancshares Incorporated (HBAN) 0.2 $966k 81k 11.92
Invesco Exchange Traded FD T S&p500 Pur Gwt (RPG) 0.2 $910k 9.1k 99.67
First Merchants Corporation (FRME) 0.2 $857k 25k 34.29
Johnson & Johnson (JNJ) 0.2 $832k 6.5k 128.97
Visa Com Cl A (V) 0.2 $830k 6.3k 132.02
iShares Russell 1000 Growth Index ETF Rus 1000 Grw Etf (IWF) 0.2 $810k 6.2k 130.94
International Business Machines (IBM) 0.2 $782k 6.9k 113.68
First Defiance Financial 0.2 $762k 31k 24.51
iShares Barclays TIPS Bond ETF Tips Bd Etf (TIP) 0.2 $748k 6.8k 109.50
Barclays BK Djubs Cmdt Etn36 (DJP) 0.1 $713k 34k 21.21
Alphabet Inc. Cl A Cap Stk Cl A (GOOGL) 0.1 $677k 648.00 1044.75
Mettler-Toledo International (MTD) 0.1 $644k 1.1k 565.41
Cavco Industries (CVCO) 0.1 $632k 4.9k 130.28
Cincinnati Financial Corporation (CINF) 0.1 $614k 7.9k 77.47
UnitedHealth (UNH) 0.1 $605k 2.4k 249.28
Exxon Mobil Corporation (XOM) 0.1 $563k 8.3k 68.23
Square Cl A (XYZ) 0.1 $511k 9.1k 56.14
Facebook Inc Class A Cl A (META) 0.1 $490k 3.7k 131.05
Amgen (AMGN) 0.1 $469k 2.4k 194.53
Nextera Energy (NEE) 0.1 $464k 2.7k 173.78
Nike (NKE) 0.1 $439k 5.9k 74.17
Bank of America Corporation (BAC) 0.1 $431k 18k 24.62
NiSource (NI) 0.1 $419k 17k 25.36
Hp (HPQ) 0.1 $408k 20k 20.46
Axon Enterprise (AXON) 0.1 $395k 9.0k 43.78
Macquarie Infrastructure Company 0.1 $387k 11k 36.54
Boeing Company (BA) 0.1 $382k 1.2k 322.09
Cardinal Health (CAH) 0.1 $372k 8.3k 44.63
Worthington Industries (WOR) 0.1 $369k 11k 34.84
Davis Select US Equity ETF Select Us Eqty (DUSA) 0.1 $361k 18k 20.04
Pepsi (PEP) 0.1 $355k 3.2k 110.63
Abbott Laboratories (ABT) 0.1 $345k 4.8k 72.24
iShares M-Star Small Growth Index ETF MRGSTR SM CP GR (ISCG) 0.1 $330k 2.0k 166.25
Invesco QQQ TR Unit Ser 1 (QQQ) 0.1 $312k 2.0k 154.46
Abbvie (ABBV) 0.1 $311k 3.4k 92.34
SPDR Industrial Select Sec ETF Sbi Int-inds (XLI) 0.1 $297k 4.6k 64.41
Vanguard Bond Index ETF Intermed Term (BIV) 0.1 $287k 3.5k 81.37
Mastercard Cl A (MA) 0.1 $284k 1.5k 188.83
Morgan Stanley India Investment Fund (IIF) 0.1 $282k 14k 20.09
United Technologies Corporation 0.1 $282k 2.6k 106.54
Hewlett Packard Enterprise (HPE) 0.1 $282k 21k 13.22
Repligen Corporation (RGEN) 0.1 $269k 5.1k 52.75
Citigroup Com New (C) 0.1 $269k 5.2k 52.07
SPDR Gold Shares ETF Gold Shs (GLD) 0.1 $262k 2.2k 121.13
Paypal Holdings (PYPL) 0.1 $259k 3.1k 84.15
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV) 0.0 $241k 4.9k 49.29
Enterprise Products Partners (EPD) 0.0 $228k 9.3k 24.54
ALPS Equal Sector Weight ETF Equal Sec Etf (EQL) 0.0 $223k 3.5k 63.71
Home Depot (HD) 0.0 $220k 1.3k 172.01
Select Sector SPDR TR Technology (XLK) 0.0 $219k 3.5k 61.92
Celgene Corporation 0.0 $218k 3.4k 64.10
First Financial Ban (FFBC) 0.0 $214k 9.0k 23.74
Chevron Corporation (CVX) 0.0 $213k 2.0k 109.01
iShares Russell 2000 Growth Index ETF Rus 2000 Grw Etf (IWO) 0.0 $213k 1.3k 168.38
General Electric Company 0.0 $213k 28k 7.57
Dowdupont 0.0 $211k 3.9k 53.50
Goldman Sachs Group Sp Enhcmd37etn (GSCE) 0.0 $208k 11k 19.27
Booking Holdings (BKNG) 0.0 $208k 121.00 1719.01
Vanguard Small Cap Value ETF Sm Cp Val Etf (VBR) 0.0 $207k 1.8k 113.86
Key (KEY) 0.0 $149k 10k 14.75
iQIYI Sponsored Ads (IQ) 0.0 $149k 10k 14.90
National Holdings Corporation Com New 0.0 $102k 38k 2.71
Cerus Corporation (CERS) 0.0 $90k 18k 5.08
Sirius Xm Holdings 0.0 $57k 10k 5.70
Sophiris Bio Com New 0.0 $33k 40k 0.82
Ferroglobe SHS (GSM) 0.0 $33k 21k 1.60
Compugen Ord (CGEN) 0.0 $22k 10k 2.20
National Holdings 22 Wts *w Exp 01/18/202 0.0 $21k 48k 0.44
Provectus Biopharmaceuticals I (PVCT) 0.0 $2.0k 40k 0.05
Neoprobe 0.0 $999.992000 13k 0.08