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0001317829-17-000003.txt : 20170713 0001317829-17-000003.hdr.sgml : 20170713 20170713130448 ACCESSION NUMBER: 0001317829-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170713 DATE AS OF CHANGE: 20170713 EFFECTIVENESS DATE: 20170713 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Buffington Mohr McNeal CENTRAL INDEX KEY: 0001317829 IRS NUMBER: 820499613 STATE OF INCORPORATION: ID FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11530 FILM NUMBER: 17963118 BUSINESS ADDRESS: STREET 1: P.O. BOX 2016 CITY: BOISE STATE: ID ZIP: 83701 BUSINESS PHONE: 208-338-5551 MAIL ADDRESS: STREET 1: P.O. BOX 2016 CITY: BOISE STATE: ID ZIP: 83701 13F-HR 1 primary_doc.xml 13F-HR LIVE false false true 0001317829 XXXXXXXX 06-30-2017 06-30-2017 Buffington Mohr McNeal

P.O. BOX 2016 BOISE ID 83701

13F HOLDINGS REPORT 028-11530 N Bruce R. Mohr Partner 208-338-5551 Bruce R. Mohr Boise ID 07-13-2017 0 134 253200 false INFORMATION TABLE 2 20170630.XML AMAZON COM INC COM Stock 023135106 821 848 SH SOLE 0 848 0 0 SEALED AIR CORP NEW COM Stock 81211K100 373 8340 SH SOLE 0 8340 0 0 POWERSHARES QQQ TRUST, SERIES 1 ETF 73935A104 205 1490 SH SOLE 0 1489 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 9905 181015 SH SOLE 0 181015 0 0 STARBUCKS CORP COM Stock 855244109 431 7398 SH SOLE 0 7398 0 0 PUBLIC SVC ENTERPRISE GROUP COM Stock 744573106 2296 53385 SH SOLE 0 53385 0 0 VULCAN MATLS CO COM Stock 929160109 282 2225 SH SOLE 0 2225 0 0 JOHNSON & JOHNSON COM Stock 478160104 4562 34487 SH SOLE 0 34487 0 0 LKQ CORP COM Stock 501889208 264 8000 SH SOLE 0 8000 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 7601 47527 SH SOLE 0 47527 0 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 485 5430 SH SOLE 0 5430 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 613 7030 SH SOLE 0 7030 0 0 COCA COLA CO COM Stock 191216100 213 4749 SH SOLE 0 4748 0 0 ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 287 10600 SH SOLE 0 10600 0 0 IDEX CORP COM Stock 45167R104 302 2674 SH SOLE 0 2674 0 0 BB&T CORP COM Stock 054937107 3204 70565 SH SOLE 0 70565 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 256 2315 SH SOLE 0 2315 0 0 VANGUARD REIT ETF ETF 922908553 8893 106846 SH SOLE 0 106846 0 0 INTEL CORP COM Stock 458140100 398 11796 SH SOLE 0 11796 0 0 WATERS CORP COM Stock 941848103 778 4230 SH SOLE 0 4230 0 0 MERCK & CO INC COM Stock 58933Y105 267 4168 SH SOLE 0 4168 0 0 SPDR S&P 500 ETF ETF 78462F103 537 2220 SH SOLE 0 2220 0 0 UNITED RENTALS INC COM Stock 911363109 271 2400 SH SOLE 0 2400 0 0 CORNING INC COM Stock 219350105 412 13700 SH SOLE 0 13700 0 0 FIRST DATA CORP NEW COM CL A Stock 32008D106 1664 91450 SH SOLE 0 91450 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 2060 46117 SH SOLE 0 46116 0 0 CHUBB LIMITED COM Stock H1467J104 302 2075 SH SOLE 0 2075 0 0 SNAP ON INC COM Stock 833034101 1324 8378 SH SOLE 0 8378 0 0 PEPSICO INC COM Stock 713448108 2473 21411 SH SOLE 0 21411 0 0 HONEYWELL INTL INC COM Stock 438516106 3309 24826 SH SOLE 0 24826 0 0 WESTPORT FUEL SYSTEMS INC COM NEW Stock 960908309 24 10000 SH SOLE 0 10000 0 0 US BANCORP DEL COM NEW Stock 902973304 2742 52803 SH SOLE 0 52803 0 0 HOME DEPOT INC COM Stock 437076102 840 5475 SH SOLE 0 5475 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 444 4335 SH SOLE 0 4335 0 0 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 389 4911 SH SOLE 0 4911 0 0 VERISK ANALYTICS INC COM Stock 92345Y106 858 10175 SH SOLE 0 10175 0 0 AMERISOURCEBERGEN CORP COM Stock 03073E105 1294 13692 SH SOLE 0 13692 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 489 7658 SH SOLE 0 7658 0 0 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 17752 307295 SH SOLE 0 307294 0 0 TELEFLEX INC COM Stock 879369106 1944 9355 SH SOLE 0 9355 0 0 MSC INDL DIRECT INC CL A Stock 553530106 518 6025 SH SOLE 0 6025 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 13089 186694 SH SOLE 0 186694 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 434 2561 SH SOLE 0 2561 0 0 WEYERHAEUSER CO COM REIT 962166104 333 9950 SH SOLE 0 9949 0 0 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 667 8339 SH SOLE 0 8339 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 756 813 SH SOLE 0 813 0 0 FISERV INC COM Stock 337738108 3286 26857 SH SOLE 0 26857 0 0 INTUIT COM Stock 461202103 370 2784 SH SOLE 0 2784 0 0 COMCAST CORP NEW CL A Stock 20030N101 4234 108778 SH SOLE 0 108778 0 0 MICROSOFT CORP COM Stock 594918104 5373 77946 SH SOLE 0 77946 0 0 SCHLUMBERGER LTD COM Stock 806857108 339 5149 SH SOLE 0 5149 0 0 MASCO CORP COM Stock 574599106 3178 83180 SH SOLE 0 83180 0 0 RPM INTL INC COM Stock 749685103 1068 19570 SH SOLE 0 19570 0 0 NIKE INC CL B Stock 654106103 740 12550 SH SOLE 0 12550 0 0 GUGGENHEIM BULLETSHARES 2017 CORPORATE BOND ETF ETF 18383M548 2767 122370 SH SOLE 0 122370 0 0 ROCKWELL COLLINS INC COM Stock 774341101 5345 50862 SH SOLE 0 50862 0 0 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 577 23400 SH SOLE 0 23400 0 0 VANGUARD FTSE EUROPE ETF ETF 922042874 411 7445 SH SOLE 0 7445 0 0 AMPHENOL CORP NEW CL A Stock 032095101 1906 25825 SH SOLE 0 25825 0 0 VANGUARD S&P 500 ETF ETF 922908363 700 3152 SH SOLE 0 3152 0 0 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 481 1515 SH SOLE 0 1515 0 0 GUGGENHEIM S&P 500 EQUAL WEIGHT ETF ETF 78355W106 1100 11867 SH SOLE 0 11867 0 0 WABTEC CORP COM Stock 929740108 930 10165 SH SOLE 0 10165 0 0 LILLY ELI & CO COM Stock 532457108 374 4550 SH SOLE 0 4550 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 373 2607 SH SOLE 0 2607 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 308 2189 SH SOLE 0 2189 0 0 FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 4893 57292 SH SOLE 0 57292 0 0 MICRON TECHNOLOGY INC COM Stock 595112103 1859 62248 SH SOLE 0 62248 0 0 SYSCO CORP COM Stock 871829107 388 7712 SH SOLE 0 7712 0 0 XYLEM INC COM Stock 98419M100 539 9725 SH SOLE 0 9725 0 0 VISA INC COM CL A Stock 92826C839 396 4227 SH SOLE 0 4227 0 0 VANTIV INC CL A Stock 92210H105 4964 78365 SH SOLE 0 78365 0 0 GUGGENHEIM BULLETSHARES 2018 CORPORATE BOND ETF ETF 18383M530 4755 223752 SH SOLE 0 223752 0 0 CELGENE CORP COM Stock 151020104 2602 20035 SH SOLE 0 20035 0 0 GUGGENHEIM BULLETSHARES 2019 CORPORATE BOND ETF ETF 18383M522 1627 76520 SH SOLE 0 76520 0 0 KINDER MORGAN INC DEL COM Stock 49456B101 350 18252 SH SOLE 0 18252 0 0 EQUIFAX INC COM Stock 294429105 1914 13925 SH SOLE 0 13925 0 0 ISHARES 1-3 YEAR CREDIT BOND ETF ETF 464288646 7670 72835 SH SOLE 0 72835 0 0 BARD C R INC COM Stock 067383109 2203 6970 SH SOLE 0 6970 0 0 EOG RES INC COM Stock 26875P101 729 8050 SH SOLE 0 8050 0 0 APTARGROUP INC COM Stock 038336103 1272 14650 SH SOLE 0 14650 0 0 CHURCH & DWIGHT INC COM Stock 171340102 698 13450 SH SOLE 0 13450 0 0 QUINTILES IMS HOLDINGS INC COM Stock 74876Y101 1283 14335 SH SOLE 0 14335 0 0 GENERAL DYNAMICS CORP COM Stock 369550108 1920 9690 SH SOLE 0 9690 0 0 NORDSTROM INC COM Stock 655664100 233 4879 SH SOLE 0 4879 0 0 AMETEK INC NEW COM Stock 031100100 1935 31949 SH SOLE 0 31949 0 0 QUEST DIAGNOSTICS INC COM Stock 74834L100 219 1967 SH SOLE 0 1967 0 0 CISCO SYS INC COM Stock 17275R102 206 6566 SH SOLE 0 6565 0 0 HD SUPPLY HLDGS INC COM Stock 40416M105 263 8575 SH SOLE 0 8575 0 0 XILINX INC COM Stock 983919101 360 5594 SH SOLE 0 5594 0 0 SCHEIN HENRY INC COM Stock 806407102 1766 9650 SH SOLE 0 9650 0 0 GENERAL ELECTRIC CO COM Stock 369604103 1903 70444 SH SOLE 0 70443 0 0 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 486 11370 SH SOLE 0 11370 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 1643 6749 SH SOLE 0 6749 0 0 NOBLE CORP PLC SHS USD Stock G65431101 125 34488 SH SOLE 0 34488 0 0 AIR LEASE CORP CL A Stock 00912X302 4408 117990 SH SOLE 0 117990 0 0 WELLS FARGO CO NEW COM Stock 949746101 1625 29333 SH SOLE 0 29332 0 0 UNION PAC CORP COM Stock 907818108 475 4364 SH SOLE 0 4364 0 0 ECOLAB INC COM Stock 278865100 3011 22681 SH SOLE 0 22681 0 0 ISHARES U.S. PREFERRED STOCK ETF ETF 464288687 830 21202 SH SOLE 0 21202 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 5050 28944 SH SOLE 0 28944 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 2015 22047 SH SOLE 0 22047 0 0 CHEVRON CORP NEW COM Stock 166764100 2033 19491 SH SOLE 0 19491 0 0 CONOCOPHILLIPS COM Stock 20825C104 833 18952 SH SOLE 0 18951 0 0 MARKEL CORP COM Stock 570535104 475 487 SH SOLE 0 487 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 322 7786 SH SOLE 0 7786 0 0 DANAHER CORP DEL COM Stock 235851102 4903 58094 SH SOLE 0 58094 0 0 M & T BK CORP COM Stock 55261F104 973 6010 SH SOLE 0 6010 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 398 4483 SH SOLE 0 4483 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 723 4700 SH SOLE 0 4700 0 0 ORACLE CORP COM Stock 68389X105 523 10423 SH SOLE 0 10423 0 0 UNITED TECHNOLOGIES CORP COM Stock 913017109 911 7459 SH SOLE 0 7459 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 365 8937 SH SOLE 0 8937 0 0 TEXAS INSTRS INC COM Stock 882508104 1137 14782 SH SOLE 0 14782 0 0 PFIZER INC COM Stock 717081103 394 11725 SH SOLE 0 11724 0 0 MORGAN STANLEY COM NEW Stock 617446448 4605 103350 SH SOLE 0 103350 0 0 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 1237 24484 SH SOLE 0 24484 0 0 3M CO COM Stock 88579Y101 681 3273 SH SOLE 0 3273 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 714 786 SH SOLE 0 786 0 0 IHS MARKIT LTD SHS Stock G47567105 1395 31684 SH SOLE 0 31684 0 0 VWR CORP COM Stock 91843L103 2535 76780 SH SOLE 0 76780 0 0 INC RESH HLDGS INC CL A Stock 45329R109 3927 67125 SH SOLE 0 67125 0 0 IDACORP INC COM Stock 451107106 666 7804 SH SOLE 0 7803 0 0 ROBERT HALF INTL INC COM Stock 770323103 606 12650 SH SOLE 0 12650 0 0 FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 497 20500 SH SOLE 0 20500 0 0 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 875 11225 SH SOLE 0 11225 0 0 EXXON MOBIL CORP COM Stock 30231G102 3526 43673 SH SOLE 0 43673 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 582 3139 SH SOLE 0 3139 0 0 SOUTHWEST AIRLS CO COM Stock 844741108 295 4750 SH SOLE 0 4750 0 0 DENTSPLY SIRONA INC COM Stock 24906P109 408 6292 SH SOLE 0 6292 0 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 4338 43300 SH SOLE 0 43300 0 0 APPLE INC COM Stock 037833100 403 2795 SH SOLE 0 2795 0 0 ABBOTT LABS COM Stock 002824100 3428 70530 SH SOLE 0 70530 0 0 POWERSHARES PREFERRED PORTFOLIO ETF 73936T565 10659 705417 SH SOLE 0 705417 0 0