BUDROS, RUHLIN & ROE, INC. Information

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900

Report Date: 06/30/2014

Position Statistics

Total Positions 112
New Positions 13
Increased Positions 52
Decreased Positions 48
Positions with Activity 100
Sold Out Positions 6
Total Mkt Value (in $ millions) 3,713

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.07%
Capital Goods 0.08%
Conglomerates 0%
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.34%
Energy 0.16%
Financial 97.72%
Healthcare 0.4%
Services 0.35%
Technology 0.49%
Transportation
Utilities 0.07%

112 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 3,499,960 3,462,902 9,344.44 17,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 55,875 569 1.03 407,102
ISHARES TR RUS 1000 ETF 23,364 -579 (2.42) 208,176
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 20,749 392 1.93 265,600
BARCLAYS BK PLC IPTH PURE BRD 7,321 1,051 16.76 185,798
JPMORGAN CHASE & CO COM 5,434 1,641 43.25 91,410
PROCTER & GAMBLE CO COM 3,791 30 .79 45,618
CISCO SYS INC COM 3,628 15 .43 145,174
MICROSOFT CORP COM 3,283 -8 (0.24) 72,262
GENERAL ELECTRIC CO COM 3,187 55 1.77 122,677
INTEL CORP COM 3,185 -17 (0.54) 91,214
APPLE INC COM 3,129 169 5.71 30,530
BARCLAYS BK PLC DJUBS CMDT ETN36 2,842 234 8.95 77,073
ISHARES TR CORE S&P500 ETF 2,841 -67 (2.32) 14,067
MERCK & CO INC NEW COM 2,830 -29 (1.02) 47,075
LILLY ELI & CO COM 2,420 -43 (1.76) 38,073
DISNEY WALT CO COM DISNEY 2,364 -31 (1.3) 26,306
STARBUCKS CORP COM 2,333 -55 (2.3) 29,986
PFIZER INC COM 2,232 636 39.86 75,953
SCHWAB STRATEGIC TR US LRG CAP ETF 1,900 -9 (0.49) 39,602