BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 107
New Positions 5
Increased Positions 29
Decreased Positions 61
Positions with Activity 90
Sold Out Positions 4
Total Mkt Value (in $ millions) 569

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

Sector Weighting

Basic Materials 0.27%
Capital Goods 0.58%
Conglomerates 0.04%
Consumer Cyclical 0.14%
Consumer/Non-Cyclical 2.29%
Energy 0.77%
Financial 85.51%
Healthcare 2.61%
Services 2.18%
Technology 3.32%
Transportation
Utilities 0.35%

107 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 2,992 -641 (17.64) 14,384
BARCLAYS BK PLC DJUBS CMDT ETN36 6,258 -532 (7.84) 223,497
ISHARES TR RUS 1000 ETF 21,126 -290 (1.35) 182,292
SPDR GOLD TRUST GOLD SHS -260 Sold Out 0
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 21,027 -233 (1.1) 265,862
NOVARTIS A G SPONSORED ADR -221 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 56,118 -174 (0.31) 409,947
FORD MTR CO DEL COM PAR $0.01 -156 Sold Out 0
ISHARES TR MSCI EAFE ETF 820 -99 (10.81) 13,086
RYDEX ETF TRUST GUG S&P500 PU GR 1,297 -96 (6.88) 15,919
GENERAL ELECTRIC CO COM 3,310 -93 (2.74) 125,791
EXXON MOBIL CORP COM 870 -84 (8.83) 10,544
LILLY ELI & CO COM 3,047 -78 (2.51) 35,290
ISHARES TR RUSSELL 2000 ETF 1,461 -68 (4.42) 11,805
CHEVRON CORP NEW COM 896 -49 (5.19) 9,458
ALTRIA GROUP INC COM 1,311 -49 (3.6) 26,290
BECTON DICKINSON & CO COM -48 Sold Out 0
MERCK & CO INC NEW COM 2,593 -48 (1.82) 45,061
CELGENE CORP COM 447 -46 (9.41) 3,764
INTERNATIONAL BUSINESS MACHS COM 1,526 -45 (2.84) 9,263