Budros, Ruhlin & Roe, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Budros, Ruhlin & Roe, Inc. 13F Holdings
CIK 02813562 · Columbus, OH
As of Sep 30, 2022, Budros, Ruhlin & Roe, Inc. reported
219 positions worth $811.6K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 578,257 |
|
54.4K19.03% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 3,145,890 | $79.1K | 9.75% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 123 | $50.0K | 6.16% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 1,457,255 | $40.5K | 4.99% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 286,540 | $38.7K | 4.77% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 1,612,985 | $33.8K | 4.16% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 731,251 | $31.0K | 3.82% |
| ADVANCED DRAINAGE SYSTEMS INC | WMS | Basic Materials | 237,202 | $29.5K | 3.64% |
| INVESCO RAFI DEVELOPED MARKETS EX-US ETF | PXF | — | 595,972 | $20.9K | 2.58% |
| APPLE INC | AAPL | Technology | 150,340 | $20.8K | 2.56% |
| HARBOR ETF TRUST | WINN | — | 1,140,308 |
5.8K | 1.95% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 311,856 |
5.6K | 1.93% |
| SWEDISH EXPT CR CORP | RJI | — | 1,795,033 |
4.1K | 1.73% |
| MICROSOFT CORP | MSFT | Technology | 43,059 |
0.0K | 1.24% |
| ELI LILLY & CO | LLY | Healthcare | 25,611 | $8.3K | 1.02% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 41,408 | $8.2K | 1.01% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 53,959 | $6.4K | 0.79% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 274,799 | $6.3K | 0.78% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 268,051 | $6.2K | 0.76% |
| EMERSON ELECTRIC CO | EMR | Industrials | 78,161 | $5.7K | 0.71% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 42,329 | $5.3K | 0.66% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 38,853 | $4.1K | 0.50% |
| BRISTOL MYERS SQUIBB CO | BMY | Healthcare | 56,460 | $4.0K | 0.49% |
| EXXON MOBIL CORP | XOM | Energy | 45,868 | $4.0K | 0.49% |
| ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | IBMO | — | 160,695 | $4.0K | 0.49% |