Budros, Ruhlin & Roe

Budros, Ruhlin & Roe as of March 31, 2017

Portfolio Holdings for Budros, Ruhlin & Roe

Budros, Ruhlin & Roe holds 95 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 27.1 $83M 498k 166.68
1/100 Berkshire Htwy Cla 100 12.0 $37M 147.00 249850.34
Jp Morgan Alerian Mlp Index (AMJ) 9.6 $29M 910k 32.30
Vanguard Dividend Appreciation ETF (VIG) 9.0 $27M 305k 89.94
iShares Russell 1000 Index (IWB) 6.7 $20M 156k 131.25
Elements Rogers Intl Commodity Etn etf 5.1 $16M 3.0M 5.08
Sch Fnd Intl Lg Etf (FNDF) 2.7 $8.2M 305k 26.80
Apple (AAPL) 2.0 $6.0M 42k 143.65
JPMorgan Chase & Co. (JPM) 1.8 $5.4M 61k 87.84
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 1.5 $4.5M 45k 101.64
iShares S&P 500 Index (IVV) 1.1 $3.3M 14k 237.29
Microsoft Corporation (MSFT) 1.1 $3.2M 49k 65.86
Procter & Gamble Company (PG) 1.0 $3.1M 35k 89.84
Cisco Systems (CSCO) 0.9 $2.9M 85k 33.80
At&t (T) 0.8 $2.5M 60k 41.55
Walt Disney Company (DIS) 0.8 $2.3M 20k 113.40
Starbucks Corporation (SBUX) 0.8 $2.3M 39k 58.40
General Electric Company 0.7 $2.3M 76k 29.80
Schwab Strategic Tr us lrg cap etf (SCHX) 0.7 $2.2M 40k 56.27
Intel Corporation (INTC) 0.7 $2.1M 58k 36.06
iShares Russell 2000 Index (IWM) 0.6 $2.0M 14k 137.51
Pfizer (PFE) 0.5 $1.7M 49k 34.21
McDonald's Corporation (MCD) 0.5 $1.6M 12k 129.63
Wells Fargo & Company (WFC) 0.5 $1.5M 27k 55.67
International Business Machines (IBM) 0.5 $1.5M 8.6k 174.14
Coca-Cola Company (KO) 0.5 $1.4M 33k 42.43
Merck & Co (MRK) 0.4 $1.4M 21k 63.53
Bristol Myers Squibb (BMY) 0.4 $1.3M 24k 54.37
Claymore Exchange-traded Fd gugg crp bd 2017 0.4 $1.3M 57k 22.62
Wal-Mart Stores (WMT) 0.4 $1.3M 18k 72.08
Eli Lilly & Co. (LLY) 0.4 $1.2M 15k 84.08
American Express Company (AXP) 0.4 $1.2M 15k 79.14
iShares MSCI EAFE Index Fund (EFA) 0.3 $1.0M 17k 62.31
Rydex S&P 500 Pure Growth ETF 0.3 $962k 11k 89.71
Johnson & Johnson (JNJ) 0.3 $846k 6.8k 124.52
Cardinal Health (CAH) 0.3 $835k 10k 81.59
iShares Barclays TIPS Bond Fund (TIP) 0.3 $838k 7.3k 114.70
Mettler-Toledo International (MTD) 0.2 $779k 1.6k 479.09
Ipath Dow Jones-aig Commodity (DJP) 0.2 $767k 33k 23.53
Exxon Mobil Corporation (XOM) 0.2 $727k 8.9k 82.06
iShares Russell 1000 Growth Index (IWF) 0.2 $742k 6.5k 113.87
Spdr S&p 500 Etf (SPY) 0.2 $704k 3.0k 235.77
Facebook Inc cl a (META) 0.2 $710k 5.0k 142.14
Time Warner 0.2 $641k 6.6k 97.67
Hewlett Packard Enterprise (HPE) 0.2 $576k 24k 23.70
Bob Evans Farms 0.2 $562k 8.7k 64.85
Worthington Industries (WOR) 0.2 $523k 12k 45.11
Pepsi (PEP) 0.2 $479k 4.3k 111.94
United Technologies Corporation 0.2 $495k 4.4k 112.19
Celgene Corporation 0.2 $504k 4.1k 124.44
iShares MSCI EAFE Value Index (EFV) 0.2 $492k 9.8k 50.32
Alphabet Inc Class A cs (GOOGL) 0.2 $488k 576.00 847.22
Bank of America Corporation (BAC) 0.1 $456k 19k 23.58
Lockheed Martin Corporation (LMT) 0.1 $423k 1.6k 267.38
Alphabet Inc Class C cs (GOOG) 0.1 $436k 525.00 830.48
Hp (HPQ) 0.1 $429k 24k 17.90
U.S. Bancorp (USB) 0.1 $384k 7.5k 51.52
NiSource (NI) 0.1 $399k 17k 23.78
Amgen (AMGN) 0.1 $395k 2.4k 164.24
Visa (V) 0.1 $397k 4.5k 88.91
Huntington Bancshares Incorporated (HBAN) 0.1 $358k 27k 13.38
Morgan Stanley India Investment Fund (IIF) 0.1 $367k 12k 31.52
Vanguard Intermediate-Term Bond ETF (BIV) 0.1 $382k 4.6k 83.53
Schwab U S Small Cap ETF (SCHA) 0.1 $364k 5.8k 62.91
Schwab Strategic Tr cmn (SCHV) 0.1 $356k 7.2k 49.66
Nextera Energy (NEE) 0.1 $348k 2.7k 128.41
Amazon (AMZN) 0.1 $326k 368.00 885.87
iShares Morningstar Small Growth (ISCG) 0.1 $325k 2.1k 152.94
Barclays Bk Plc fund 0.1 $350k 13k 27.02
UnitedHealth (UNH) 0.1 $301k 1.8k 164.30
Repligen Corporation (RGEN) 0.1 $299k 8.5k 35.18
Chevron Corporation (CVX) 0.1 $269k 2.5k 107.39
SPDR Gold Trust (GLD) 0.1 $280k 2.4k 118.54
Citigroup (C) 0.1 $290k 4.8k 59.92
Home Depot (HD) 0.1 $251k 1.7k 146.87
CarMax (KMX) 0.1 $245k 4.1k 59.34
Altria (MO) 0.1 $238k 3.3k 71.54
Goldman Sachs Group Inc sp enhcmd37etn (GSCE) 0.1 $237k 11k 21.95
Express Scripts Holding 0.1 $244k 3.7k 65.95
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $253k 4.4k 57.96
Installed Bldg Prods (IBP) 0.1 $240k 4.5k 52.81
Comcast Corporation (CMCSA) 0.1 $226k 6.0k 37.63
3M Company (MMM) 0.1 $207k 1.1k 191.49
Boeing Company (BA) 0.1 $220k 1.2k 176.57
Oracle Corporation (ORCL) 0.1 $202k 4.5k 44.58
Enterprise Products Partners (EPD) 0.1 $229k 8.3k 27.62
Chipotle Mexican Grill (CMG) 0.1 $223k 501.00 445.11
M/I Homes (MHO) 0.1 $212k 8.6k 24.54
iShares Russell 2000 Growth Index (IWO) 0.1 $224k 1.4k 161.73
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $217k 1.1k 206.47
Quality Systems 0.1 $152k 10k 15.20
Cerus Corporation (CERS) 0.0 $113k 26k 4.44
Ferroglobe (GSM) 0.0 $120k 12k 10.34
Sirius Xm Holdings (SIRI) 0.0 $90k 18k 5.14
Castlight Health 0.0 $73k 20k 3.65