BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 113
New Positions 5
Increased Positions 38
Decreased Positions 63
Positions with Activity 101
Sold Out Positions 13
Total Mkt Value (in $ millions) 249

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

Sector Weighting

Basic Materials 0.68%
Capital Goods 1.35%
Conglomerates 0.08%
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 5.27%
Energy 2.12%
Financial 66.45%
Healthcare 5.81%
Services 4.87%
Technology 8.08%
Transportation
Utilities 0.92%

101 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 58,952 442 .76 411,216
BERKSHIRE HATHAWAY INC DEL CL A 33,017 -1,079 (3.17) 153
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 21,817 31 .14 268,809
ISHARES TR RUS 1000 ETF 21,795 -1,088 (4.75) 184,794
BARCLAYS BK PLC DJUBS CMDT ETN36 7,142 4,692 191.51 242,498
JPMORGAN CHASE & CO COM 5,435 -123 (2.21) 85,436
APPLE INC COM 4,265 -67 (1.54) 33,071
CISCO SYS INC COM 3,983 -35 (0.88) 136,747
MICROSOFT CORP COM 3,885 -122 (3.04) 79,840
ISHARES TR CORE S&P500 ETF 3,705 213 6.11 17,465
GENERAL ELECTRIC CO COM 3,532 78 2.27 129,337
PROCTER & GAMBLE CO COM 3,495 1 .03 43,526
INTEL CORP COM 3,111 -206 (6.22) 93,090
MERCK & CO INC NEW COM 2,747 -21 (0.75) 45,894
LILLY ELI & CO COM 2,647 -63 (2.34) 36,199
DISNEY WALT CO COM DISNEY 2,596 -120 (4.41) 23,488
STARBUCKS CORP COM 2,538 -154 (5.71) 50,474
PFIZER INC COM 2,513 12 .48 73,731
BARCLAYS BK PLC IPTH PURE BRD 2,414 -4,198 (63.49) 74,613
SCHWAB STRATEGIC TR US LRG CAP ETF 1,916 -76 (3.81) 37,978