Partner

0001317829-17-000004.txt : 20171030 0001317829-17-000004.hdr.sgml : 20171030 20171030161222 ACCESSION NUMBER: 0001317829-17-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171030 DATE AS OF CHANGE: 20171030 EFFECTIVENESS DATE: 20171030 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: 171162464 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 09-30-2017 09-30-2017 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 10-30-2017 0 123 257216 false INFORMATION TABLE 2 093017.XML AMAZON COM INC COM Stock 023135106 609 553 SH SOLE 0 553 0 0 POWERSHARES QQQ TRUST, SERIES 1 ETF 73935A104 226 1491 SH SOLE 0 1491 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 11185 178845 SH SOLE 0 178845 0 0 STARBUCKS CORP COM Stock 855244109 361 6581 SH SOLE 0 6581 0 0 PUBLIC SVC ENTERPRISE GROUP COM Stock 744573106 1903 38450 SH SOLE 0 38450 0 0 VULCAN MATLS CO COM Stock 929160109 272 2225 SH SOLE 0 2225 0 0 JOHNSON & JOHNSON COM Stock 478160104 4744 33457 SH SOLE 0 33457 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 7657 47155 SH SOLE 0 47155 0 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 518 5430 SH SOLE 0 5430 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A ADR 780259206 213 3475 SH SOLE 0 3475 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 625 7180 SH SOLE 0 7180 0 0 ISHARES U.S. HEALTHCARE ETF ETF 464287762 207 1200 SH SOLE 0 1200 0 0 ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 254 10240 SH SOLE 0 10240 0 0 IDEX CORP COM Stock 45167R104 343 2674 SH SOLE 0 2674 0 0 BB&T CORP COM Stock 054937107 3419 70140 SH SOLE 0 70140 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 266 2200 SH SOLE 0 2200 0 0 VANGUARD REIT ETF ETF 922908553 8670 105368 SH SOLE 0 105368 0 0 INTEL CORP COM Stock 458140100 255 5746 SH SOLE 0 5746 0 0 WATERS CORP COM Stock 941848103 845 4230 SH SOLE 0 4230 0 0 SPDR S&P 500 ETF ETF 78462F103 568 2205 SH SOLE 0 2205 0 0 UNITED RENTALS INC COM Stock 911363109 350 2400 SH SOLE 0 2400 0 0 CORNING INC COM Stock 219350105 401 12725 SH SOLE 0 12725 0 0 FIRST DATA CORP NEW COM CL A Stock 32008D106 1817 95800 SH SOLE 0 95800 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 2100 42979 SH SOLE 0 42978 0 0 CHUBB LIMITED COM Stock H1467J104 340 2225 SH SOLE 0 2225 0 0 SNAP ON INC COM Stock 833034101 1327 8378 SH SOLE 0 8378 0 0 PEPSICO INC COM Stock 713448108 2350 21251 SH SOLE 0 21251 0 0 HONEYWELL INTL INC COM Stock 438516106 1624 11109 SH SOLE 0 11109 0 0 US BANCORP DEL COM NEW Stock 902973304 2892 53121 SH SOLE 0 53121 0 0 HOME DEPOT INC COM Stock 437076102 865 5169 SH SOLE 0 5169 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 510 4310 SH SOLE 0 4310 0 0 AMERISOURCEBERGEN CORP COM Stock 03073E105 1009 13205 SH SOLE 0 13205 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 542 7966 SH SOLE 0 7966 0 0 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 18022 292703 SH SOLE 0 292703 0 0 TELEFLEX INC COM Stock 879369106 2430 10010 SH SOLE 0 10010 0 0 MSC INDL DIRECT INC CL A Stock 553530106 473 6025 SH SOLE 0 6025 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 13847 184186 SH SOLE 0 184186 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 445 2361 SH SOLE 0 2361 0 0 WEYERHAEUSER CO COM REIT 962166104 319 8971 SH SOLE 0 8971 0 0 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 654 8174 SH SOLE 0 8174 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 692 669 SH SOLE 0 669 0 0 FISERV INC COM Stock 337738108 3496 26857 SH SOLE 0 26857 0 0 COMCAST CORP NEW CL 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LILLY ELI & CO COM Stock 532457108 396 4725 SH SOLE 0 4725 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 3401 21140 SH SOLE 0 21140 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 328 2189 SH SOLE 0 2189 0 0 FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 5551 57457 SH SOLE 0 57457 0 0 MICRON TECHNOLOGY INC COM Stock 595112103 2600 63648 SH SOLE 0 63648 0 0 SYSCO CORP COM Stock 871829107 373 6802 SH SOLE 0 6802 0 0 XYLEM INC COM Stock 98419M100 631 9725 SH SOLE 0 9725 0 0 VISA INC COM CL A Stock 92826C839 466 4250 SH SOLE 0 4250 0 0 VANTIV INC CL A Stock 92210H105 5342 78540 SH SOLE 0 78540 0 0 GUGGENHEIM BULLETSHARES 2018 CORPORATE BOND ETF ETF 18383M530 4756 224562 SH SOLE 0 224562 0 0 CELGENE CORP COM Stock 151020104 1935 19715 SH SOLE 0 19715 0 0 GUGGENHEIM BULLETSHARES 2019 CORPORATE BOND ETF ETF 18383M522 2521 118679 SH SOLE 0 118679 0 0 ISHARES 1-3 YEAR CREDIT BOND ETF ETF 464288646 8672 82398 SH SOLE 0 82397 0 0 BARD C R INC COM Stock 067383109 2287 6970 SH SOLE 0 6970 0 0 EOG RES INC COM Stock 26875P101 746 7580 SH SOLE 0 7580 0 0 GUGGENHEIM BULLETSHARES 2020 CORPORATE BOND ETF ETF 18383M514 492 22915 SH SOLE 0 22915 0 0 APTARGROUP INC COM Stock 038336103 1288 14650 SH SOLE 0 14650 0 0 CHURCH & DWIGHT INC COM Stock 171340102 537 11850 SH SOLE 0 11850 0 0 QUINTILES IMS HOLDINGS INC COM Stock 74876Y101 1543 14335 SH SOLE 0 14335 0 0 GENERAL DYNAMICS CORP COM Stock 369550108 1991 9715 SH SOLE 0 9715 0 0 AMETEK INC NEW COM Stock 031100100 2211 31949 SH SOLE 0 31949 0 0 HD SUPPLY HLDGS INC COM Stock 40416M105 302 8575 SH SOLE 0 8575 0 0 SCHEIN HENRY INC COM Stock 806407102 1481 19350 SH SOLE 0 19350 0 0 GENERAL ELECTRIC CO COM Stock 369604103 1043 50168 SH SOLE 0 50167 0 0 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 602 12233 SH SOLE 0 12233 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 1728 6660 SH SOLE 0 6660 0 0 NOBLE CORP PLC SHS USD Stock G65431101 118 29698 SH SOLE 0 29698 0 0 AIR LEASE CORP CL A Stock 00912X302 5135 118590 SH SOLE 0 118590 0 0 WELLS FARGO CO NEW COM Stock 949746101 334 5983 SH SOLE 0 5982 0 0 UNION PAC CORP COM Stock 907818108 499 4264 SH SOLE 0 4264 0 0 ECOLAB INC COM Stock 278865100 2885 21860 SH SOLE 0 21860 0 0 ISHARES U.S. PREFERRED STOCK ETF ETF 464288687 918 23831 SH SOLE 0 23831 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 5674 29485 SH SOLE 0 29485 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 2221 21827 SH SOLE 0 21827 0 0 CHEVRON CORP NEW COM Stock 166764100 2190 19286 SH SOLE 0 19286 0 0 CONOCOPHILLIPS COM Stock 20825C104 650 12693 SH SOLE 0 12693 0 0 MARKEL CORP COM Stock 570535104 544 497 SH SOLE 0 497 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 393 8946 SH SOLE 0 8946 0 0 DANAHER CORP DEL COM Stock 235851102 5487 59480 SH SOLE 0 59480 0 0 M & T BK CORP COM Stock 55261F104 1009 6010 SH SOLE 0 6010 0 0 BANK AMER CORP COM Stock 060505104 218 7850 SH SOLE 0 7850 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 417 4483 SH SOLE 0 4483 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 684 4450 SH SOLE 0 4450 0 0 UNITED TECHNOLOGIES CORP COM Stock 913017109 762 6399 SH SOLE 0 6399 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 625 13962 SH SOLE 0 13962 0 0 TEXAS INSTRS INC COM Stock 882508104 357 3666 SH SOLE 0 3666 0 0 PFIZER INC COM Stock 717081103 339 9525 SH SOLE 0 9524 0 0 MORGAN STANLEY COM NEW Stock 617446448 5243 102480 SH SOLE 0 102480 0 0 ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 1356 26832 SH SOLE 0 26832 0 0 3M CO COM Stock 88579Y101 678 2888 SH SOLE 0 2888 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 755 741 SH SOLE 0 741 0 0 IHS MARKIT LTD SHS Stock G47567105 1377 31779 SH SOLE 0 31779 0 0 VWR CORP COM Stock 91843L103 1921 58045 SH SOLE 0 58045 0 0 INC RESH HLDGS INC CL A Stock 45329R109 4051 69540 SH SOLE 0 69540 0 0 IDACORP INC COM Stock 451107106 695 7461 SH SOLE 0 7461 0 0 ROBERT HALF INTL INC COM Stock 770323103 668 12650 SH SOLE 0 12650 0 0 FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 528 21815 SH SOLE 0 21815 0 0 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 986 11250 SH SOLE 0 11250 0 0 EXXON MOBIL CORP COM Stock 30231G102 3567 42611 SH SOLE 0 42611 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 454 2135 SH SOLE 0 2135 0 0 SOUTHWEST AIRLS CO COM Stock 844741108 266 4920 SH SOLE 0 4920 0 0 DENTSPLY SIRONA INC COM Stock 24906P109 310 5059 SH SOLE 0 5059 0 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 4527 43875 SH SOLE 0 43875 0 0 APPLE INC COM Stock 037833100 521 3197 SH SOLE 0 3196 0 0 ABBOTT LABS COM Stock 002824100 3990 72055 SH SOLE 0 72055 0 0 POWERSHARES PREFERRED PORTFOLIO ETF 73936T565 10573 705821 SH SOLE 0 705821 0 0