BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 101
New Positions 12
Increased Positions 33
Decreased Positions 56
Positions with Activity 89
Sold Out Positions 5
Total Mkt Value (in $ millions) 235

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

Sector Weighting

Basic Materials 0.71%
Capital Goods 1.53%
Conglomerates
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 5.21%
Energy 2.47%
Financial 67.8%
Healthcare 5.65%
Services 5.07%
Technology 6.44%
Transportation
Utilities 1.05%

33 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 48,997 163 .33 395,870
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 20,710 811 4.08 276,873
WISDOMTREE TR EM LCL DEBT FD 7,398 7,398 New 160,262
BARCLAYS BK PLC IPTH PURE BRD 5,589 5,589 New 134,808
PROCTER & GAMBLE CO COM 3,620 502 16.11 44,781
MERCK & CO INC NEW COM 2,682 1 .03 47,849
APPLE INC COM 2,135 215 11.20 4,122
COCA COLA CO COM 1,500 19 1.26 37,344
ISHARES RUSSELL 2000 ETF 1,331 2 .16 11,972
CONOCOPHILLIPS COM 1,226 35 2.98 16,811
NEXTERA ENERGY INC COM 1,192 25 2.13 12,255
BOEING CO COM 1,115 39 3.58 8,974
ISHARES MSCI EAFE ETF 1,084 16 1.48 16,340
ISHARES RUS 1000 GRW ETF 1,071 6 .59 12,648
AT&T INC COM 1,050 87 9.00 29,420
ALTRIA GROUP INC COM 1,014 43 4.44 26,543
KIMBERLY CLARK CORP COM 895 10 1.16 8,095
PHILIP MORRIS INTL INC COM 843 14 1.63 9,987
DIAMOND OFFSHORE DRILLING INC COM 735 127 20.79 15,383
INTUITIVE SURGICAL INC COM NEW 480 480 New 1,150